SKWD / Skyward Specialty Insurance Group, Inc. - Institutionellt ägande - Säljare

Skyward Specialty Insurance Group, Inc.
US ˙ NasdaqGS ˙ US8309401029

Institutionellt ägande och fondägande - Säljare

Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.

Uppgraderaför att låsa upp premiumdata.

Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)		 Aktier Δ Aktier
(%)		 Rapporterat
värde
(1000 USD)		 Δ Värde
(%)		 Portföljallokering
(%)
2025-08-26 NP IWV - iShares Russell 3000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8 455 −0,74 489 8,44
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 19 597 −11,31 1 133 −3,17
2025-05-28 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 0 −100,00 0 −100,00
2025-07-29 NP SECAX - SIIT Small Cap II Fund - Class A 5 180 −10,16 328 52,56
2025-08-11 13F WPG Advisers, LLC 0 −100,00 0
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 1 143 −68,24 61 −62,26
2025-08-07 13F ProShare Advisors LLC 7 333 −8,80 424 −0,47
2025-08-28 NP SIVIX - State Street Institutional Small-Cap Equity Fund Investment Class This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 27 727 −54,02 1 602 −49,80
2025-08-27 NP Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A 54 175 −23,68 3 131 −16,67
2025-05-06 13F Venturi Wealth Management, LLC 0 −100,00 0
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 5 234 −1,25 302 7,86
2025-08-01 13F Riverwater Partners LLC 34 291 −0,31 1 982 8,85
2025-08-27 NP ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 15 000 −2,60 867 6,39
2025-04-29 NP SVYAX - SIIT U.S. Managed Volatility Fund - Class A 8 480 −24,86 441 −27,70
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 84 −4,55 5 0,00
2025-07-29 13F Mutual Of America Capital Management Llc 0 −100,00 0
2025-08-14 13F Two Sigma Investments, Lp 215 646 −14,60 12 462 −6,74
2025-08-15 13F State of Tennessee, Treasury Department 2 565 −55,48 148 −51,32
2025-08-11 13F Vanguard Group Inc 2 332 179 −6,83 134 777 1,74
2025-08-13 13F Northern Trust Corp 406 887 −12,10 23 514 −4,02
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 1 314 −7,46 76 0,00
2025-08-11 13F Hexagon Capital Partners LLC 0 −100,00 0
2025-05-15 13F Sandia Investment Management LP 0 −100,00 0
2025-08-14 NP ASCGX - Lisanti Small Cap Growth Fund 2 595 −43,95 150 −39,18
2025-06-26 NP DFFVX - U.S. Targeted Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 0 −100,00 0 −100,00
2025-08-26 NP PNSAX - Putnam Small Cap Growth Fund Class C shares 924 878 −7,04 53 449 1,52
2025-08-14 13F Macquarie Group Ltd 65 318 −9,94 3 775 −1,64
2025-07-22 NP GSSIX - Goldman Sachs Small Cap Value Fund Institutional 139 094 −6,06 8 812 14,40
2025-08-01 13F Bessemer Group Inc 19 965 −21,21 1 0,00
2025-05-15 13F Tudor Investment Corp Et Al 0 −100,00 0 −100,00
2025-08-07 13F Lisanti Capital Growth, LLC 54 190 −37,54 3 132 −31,80
2025-08-27 NP AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I 63 845 −2,72 3 690 6,22
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 47 480 −3,43 2 521 15,76
2025-08-08 13F Calamos Advisors LLC 0 −100,00 0
2025-05-16 NP MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 10 436 −11,89 552 −7,69
2025-08-13 13F Healthcare Of Ontario Pension Plan Trust Fund 24 700 −45,95 1 427 −40,98
2025-08-14 13F GWM Advisors LLC 200 −33,33 12 −26,67
2025-08-11 13F Integrated Quantitative Investments LLC 0 −100,00 0
2025-07-25 13F Stephens Consulting, LLC 0 −100,00 0
2025-08-26 NP IJSIX - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 1 163 −9,07 67 0,00
2025-07-24 NP FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 179 210 −2,40 11 353 18,86
2025-08-14 13F Schonfeld Strategic Advisors LLC 0 −100,00 0
2025-08-27 NP OASGX - Optimum Small-mid Cap Growth Fund Class A 65 318 −9,94 3 775 −1,64
2025-05-13 13F Thrivent Financial For Lutherans 0 −100,00 0
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 1 328 −13,20 77 −5,00
2025-08-11 13F Royce & Associates Lp 125 056 −45,18 7 227 −40,14
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Value Fund 12 208 −42,75 706 −37,50
2025-08-27 NP PIBAX - PGIM BALANCED FUND Class A 4 300 −2,27 248 6,90
2025-08-14 13F Engle Capital Management, L.P. 133 105 −31,39 7 692 −25,07
2025-08-14 13F Qube Research & Technologies Ltd 309 253 −19,65 17 872 −12,26
2025-08-04 13F Strs Ohio 120 089 −4,46 6 940 4,33
2025-07-28 NP UWM - ProShares Ultra Russell2000 3 705 −18,70 235 −1,27
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 1 689 −9,14 98 −1,02
2025-08-14 13F Cibc World Markets Corp 4 406 −46,54 255 −41,74
2025-08-26 NP Profunds - Profund Vp Small-cap 82 −2,38 5 0,00
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 8 445 −63,13 448 −55,82
2025-07-11 13F Diversified Trust Co 12 886 −29,89 745 −23,46
2025-08-13 13F Kennedy Capital Management, Inc. 0 −100,00 0
2025-05-23 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 4 641 −0,13 246 4,70
2025-08-05 13F Bryce Point Capital, LLC 0 −100,00 0
2025-08-08 13F Pnc Financial Services Group, Inc. 177 −16,90 10 −9,09
2025-08-25 NP QWVOX - Clearwater Small Companies Fund 22 551 −29,37 1 303 −22,85
2025-08-27 NP VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 54 312 −30,99 3 139 −24,66
2025-07-29 NP VTWV - Vanguard Russell 2000 Value Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 18 837 −5,31 1 193 15,38
2025-08-28 NP SSSEX - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 350 −31,47 78 −25,00
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 50 −3,85 3 0,00
2025-05-27 NP IWN - iShares Russell 2000 Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 264 051 −5,24 13 974 −0,78
2025-08-12 13F Ameritas Investment Partners, Inc. 3 651 −6,05 211 2,44
2025-08-14 13F Citadel Advisors Llc 31 775 −55,86 1 836 −51,80
2025-08-28 NP CIPSX - CHAMPLAIN SMALL COMPANY FUND ADVISOR SHARES 375 000 −38,52 21 671 −32,87
2025-08-12 13F Dynamic Technology Lab Private Ltd 14 010 −34,13 810 −28,06
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 12 223 −5,19 706 3,52
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 42 375 −1,90 2 449 7,13
2025-08-11 13F Citigroup Inc 24 091 −20,48 1 392 −13,16
2025-08-13 13F Loomis Sayles & Co L P 293 053 −17,90 16 936 93 983,33
2025-08-04 13F Creative Financial Designs Inc /adv 0 −100,00 0
2025-08-13 13F Cambria Investment Management, L.P. 8 374 −2,70 484 6,15
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 15 366 −2,90 973 18,23
2025-07-29 NP VRTGX - Vanguard Russell 2000 Growth Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7 670 −4,94 486 15,75
2025-06-30 NP VEXPX - VANGUARD EXPLORER FUND Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 212 017 −11,59 11 256 5,99
2025-08-13 13F Victory Capital Management Inc 111 041 −80,64 6 417 −78,85
2025-09-17 NP GMRAX - Nationwide Small Cap Index Fund Class A 3 153 −3,46 159 −8,09
2025-08-28 NP IWM - iShares Russell 2000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 904 715 −9,27 52 283 −0,92
2025-08-01 13F Envestnet Asset Management Inc 90 001 −12,63 5 201 −4,59
2025-08-12 13F EAM Investors, LLC 49 192 −25,53 2 843 −18,68
2025-08-19 13F State of Wyoming 1 024 −57,95 59 −53,91
2025-05-15 13F Numerai GP LLC 0 −100,00 0
2025-07-15 13F Td Private Client Wealth Llc 0 −100,00 0
2025-08-14 13F Banque Transatlantique SA 0 −100,00 0
2025-08-26 NP FTKI - First Trust Small Cap BuyWrite Income ETF 49 −2,00 3 0,00
2025-08-14 13F Wells Fargo & Company/mn 34 779 −24,19 2 010 −17,22
2025-08-04 13F Emerald Mutual Fund Advisers Trust 435 295 −19,77 25 156 −12,38
2025-08-14 13F Wasatch Advisors Inc 240 370 −25,95 13 891 −19,14
2025-08-14 13F Next Century Growth Investors Llc 108 809 −2,50 6 288 6,47
2025-08-21 NP MXLSX - Great-West Loomis Sayles Small Cap Value Fund Investor Class 75 993 −9,24 4 392 −0,88
2025-08-28 NP SSMHX - State Street Small/mid Cap Equity Index Portfolio This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12 300 −9,56 711 −1,25
2025-05-16 13F Redwood Investments, LLC 29 527 −4,72 1 563 −0,26
2025-07-31 13F Quest Partners LLC 1 353 −87,52 78 −86,39
2025-05-13 13F Norges Bank 0 −100,00 0 −100,00
2025-08-14 13F Verition Fund Management LLC 19 231 −40,48 1 111 −34,99
2025-08-13 13F Russell Investments Group, Ltd. 57 756 −52,32 3 338 −47,94
2025-07-22 NP GSC - Goldman Sachs Small Cap Core Equity ETF 43 516 −3,81 2 757 17,13
2025-08-14 13F Two Sigma Advisers, Lp 274 600 −20,68 15 869 −13,38
2025-08-27 NP VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 17 602 −6,92 1 017 1,70
2025-08-06 13F Fox Run Management, L.l.c. 0 −100,00 0
2025-08-12 13F Coldstream Capital Management Inc 0 −100,00 0
2025-07-24 13F Blair William & Co/il 21 125 −13,14 1 221 −5,21
2025-08-14 13F Jacobs Levy Equity Management, Inc 92 952 −62,05 5 372 −58,56
2025-08-26 NP JSCSX - JPMorgan U.S. Small Company Fund Class I 6 578 −10,98 380 −2,81
2025-08-08 13F Principal Financial Group Inc 77 009 −17,01 4 450 −9,37
2025-07-25 NP RPMAX - Reinhart Genesis PMV Fund Investor Class 188 000 −3,59 11 910 17,41
2025-04-30 13F Alps Advisors Inc 0 −100,00 0
2025-08-14 13F Voya Investment Management Llc 423 694 −2,30 24 485 6,70
2025-08-13 13F Quadrant Capital Group Llc 0 −100,00 0
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 43 092 −19,49 2 730 −1,98
2025-07-29 NP BOGIX - Bogle Investment Management Small Cap Growth Fund 0 −100,00 0 −100,00
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 23 −99,31 1 −99,32
2025-04-08 13F Andrew Hill Investment Advisors, Inc. 0 −100,00 0
2025-08-14 13F/A Rockefeller Capital Management L.P. 386 769 −10,87 22 351 −2,67
2025-05-28 NP THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 0 −100,00 0 −100,00
2025-08-12 13F Swiss National Bank 69 300 −0,86 4 005 8,25
2025-07-15 13F Public Employees Retirement System Of Ohio 0 −100,00 0
2025-08-12 13F BlackRock, Inc. 2 598 951 −5,94 150 193 2,72
2025-08-14 13F Sei Investments Co 125 939 −21,17 7 278 −13,92
2025-07-25 NP ISGDX - Columbia Integrated Small Cap Growth Fund Class A 1 863 −3,07 118 19,19
2025-08-12 13F Steward Partners Investment Advisory, Llc 1 400 −30,24 81 −24,53
2025-08-27 NP VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 121 751 −4,56 64 826 4,22
2025-08-14 13F Aqr Capital Management Llc 17 001 −15,66 982 −7,88
2025-08-12 13F Champlain Investment Partners, LLC 1 148 666 −27,02 66 381 −20,31
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 380 −29,76 20 −13,04
2025-05-15 13F Ghisallo Capital Management LLC 0 −100,00 0
2025-08-12 13F Summit Global Investments 0 −100,00 0
2025-08-14 13F Gotham Asset Management, LLC 0 −100,00 0
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 36 −12,20 2 0,00
2025-08-08 13F Alberta Investment Management Corp 0 −100,00 0
2025-08-26 NP PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares 11 285 −4,93 652 3,82
2025-08-13 13F Pictet Asset Management Holding SA 5 336 −2,91 308 6,21
2025-08-08 13F SBI Securities Co., Ltd. 45 −72,73 3 −75,00
2025-07-29 NP PBQAX - PGIM Jennison Blend Fund Class A 33 392 −2,13 2 115 19,22
2025-08-26 NP FSCS - Mid Cap US Equity Select ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 0 −100,00 0 −100,00
2025-06-18 NP REBYX - U.S. Small Cap Equity Fund Class Y 10 425 −28,46 553 −14,26
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 6 806 −4,97 393 3,69
2025-07-25 NP SCHA - Schwab U.S. Small-Cap ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 155 538 −1,45 9 853 20,01
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 90 249 −6,20 4 791 12,46
2025-08-14 13F Gilder Gagnon Howe & Co Llc 108 530 −0,81 6 272 8,31
2025-07-24 13F IFP Advisors, Inc 79 −23,30 5 −20,00
2025-08-20 NP WAMVX - Wasatch Micro Cap Value Fund Investor Class shares This fund is a listed as child fund of Wasatch Advisors Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 109 982 −32,94 6 356 −26,77
2025-08-11 13F Covestor Ltd 30 −41,18 0
2025-04-28 13F D.a. Davidson & Co. 0 −100,00 0
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 16 635 −2,18 961 6,90
2025-08-13 13F Arrowstreet Capital, Limited Partnership 0 −100,00 0
2025-08-14 13F Susquehanna International Group, Llp Call 0 −100,00 0
2025-07-25 NP USCRX - Cornerstone Moderately Aggressive Fund 5 744 −14,56 364 4,01
2025-06-26 NP FIDAX - Financial Industries Fund Class A 102 493 −41,20 5 441 −29,50
2025-08-04 13F Moody Aldrich Partners Llc 135 635 −25,71 7 838 −18,88
2025-08-12 13F Clear Street Markets Llc 0 −100,00 0
2025-08-06 13F Penserra Capital Management LLC 0 −100,00 0
2025-06-27 NP TWSMX - Strategic Allocation: Moderate Fund Investor Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 0 −100,00 0 −100,00
2025-08-04 13F Emerald Advisers, Llc 717 760 −11,92 41 479 −3,81
2025-08-14 13F Integrated Wealth Concepts LLC 6 266 −0,30 362 9,04
2025-08-05 13F Bank of New York Mellon Corp 119 626 −0,11 6 913 9,09
2025-08-01 13F Teacher Retirement System Of Texas 24 038 −14,39 1 389 −6,46
2025-08-29 NP JAFNX - Financial Industries Trust NAV 45 516 −4,15 2 630 4,70
2025-05-16 NP MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Value Fund Class 133 380 −14,70 7 058 −10,68
2025-06-26 NP USMIX - Extended Market Index Fund 4 215 −2,23 224 17,37
2025-08-01 13F Jennison Associates Llc 940 913 −13,19 54 375 −5,21
2025-08-12 13F Deutsche Bank Ag\ 348 261 −11,53 20 126 −3,39
2025-06-25 NP FYX - First Trust Small Cap Core AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 48 469 −18,88 2 573 −2,72
2025-08-14 13F Citadel Advisors Llc Put 0 −100,00 0
2025-08-29 NP LSSCX - Loomis Sayles Small Cap Value Fund Institutional Class 68 333 −24,33 3 949 −17,39
2025-08-05 13F Wakefield Asset Management LLLP 20 652 −21,32 1 193 −14,05
2025-08-08 13F Geode Capital Management, Llc 875 831 −1,83 50 620 7,20
2025-08-13 13F Hsbc Holdings Plc 3 479 −19,26 200 −11,89
2025-06-27 NP AACRX - Strategic Allocation: Conservative Fund R Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 0 −100,00 0 −100,00
2025-08-13 13F Quadrature Capital Ltd 0 −100,00 0
2025-06-26 NP USCAX - Small Cap Stock Fund Shares 57 418 −8,74 3 048 9,40
2025-06-18 NP RAZAX - Multi-Asset Growth Strategy Fund Class A 2 172 −48,37 115 −38,17
2025-08-08 13F Cetera Investment Advisers 8 777 −8,96 507 −0,59
2025-08-18 13F/A National Bank Of Canada /fi/ 314 −5,14 18 5,88
2025-06-25 NP WELLS FARGO MASTER TRUST - Wells Fargo Small Company Growth Portfolio Small Company Growth Portfolio 106 130 −17,94 5 634 −1,62
2025-08-26 NP Texas Capital Funds Trust - Texas Capital Texas Small Cap Equity Index ETF 533 −27,58 31 −21,05
2025-07-31 13F Whipplewood Advisors, LLC 11 −100,00 1 −100,00
2025-07-28 NP OMFS - Invesco Russell 2000(R) Dynamic Multifactor ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12 168 −0,71 771 20,88
2025-08-26 NP PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares 13 205 −23,69 763 −16,61
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3 538 −6,89 204 1,49
2025-06-25 NP FYC - First Trust Small Cap Growth AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 47 880 −18,49 2 542 −2,31
2025-07-28 NP URTY - ProShares UltraPro Russell2000 2 715 −28,48 172 −13,20
2025-05-15 13F MAI Capital Management 0 −100,00 0 −100,00
2025-05-28 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 2 541 −33,32 134 −30,21
2025-08-15 NP Royce Value Trust Inc 49 795 −41,02 2 878 −35,59
2025-08-19 NP RIFBX - U.S. Small Cap Equity Fund 733 −77,80 42 −75,86
2025-08-15 NP PENNX - Royce Pennsylvania Mutual Fund Investment Class 44 907 −45,59 2 595 −40,58
2025-08-12 13F LPL Financial LLC 14 256 −17,32 824 −9,76
2025-07-28 NP DWAS - Invesco DWA SmallCap Momentum ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 47 437 −17,89 3 005 0,00
2025-08-08 13F Arcadia Investment Management Corp/mi 0 −100,00 0
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 3 651 −6,05 211 2,44
2025-08-27 NP CSSAX - Carillon Scout Small Cap Fund Class A 72 412 −9,53 4 185 −1,20
2025-06-26 NP OWSMX - Old Westbury Small & Mid Cap Strategies Fund 376 780 −27,54 20 003 −13,12
2025-05-29 NP VYSVX - Vericimetry U.S. Small Cap Value Fund 790 −3,66 42 0,00
2025-06-25 NP HSPGX - Emerald Growth Fund Class A 317 037 −0,13 16 831 19,74
2025-04-25 NP VVSGX - Small Cap Growth Fund 50 374 −46,83 2 620 −48,89
2025-08-14 13F FJ Capital Management LLC 26 678 −62,48 1 542 −59,04
2025-05-30 NP SLLAX - SIMT Small Cap Fund Class F 5 000 −49,31 265 −28,26
2025-08-14 13F Manufacturers Life Insurance Company, The 218 987 −3,34 12 655 5,56
2025-08-13 13F Beacon Pointe Advisors, LLC 13 843 −0,14 800 9,00
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 628 −3,38 40 18,18
2025-07-25 NP UCAGX - Cornerstone Aggressive Fund 1 949 −11,13 123 7,89
2025-06-27 NP VAMO - Cambria Value and Momentum ETF 8 374 −25,65 445 −10,84
2025-07-24 NP ONEQ - Fidelity Nasdaq Composite Index Tracking Stock This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 14 634 −12,67 927 6,43
2025-08-28 NP SPWIX - Simt Small Cap Growth Fund Class I 9 755 −37,40 564 −31,67
2025-07-25 NP PSLAX - Putnam Small Cap Value Fund Class A Shares 37 181 −17,71 2 355 0,21
2025-08-11 13F TD Waterhouse Canada Inc. 97 −11,01 5 0,00
2025-07-22 NP FSTBX - FEDERATED GLOBAL ALLOCATION FUND Class A Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 183 −62,35 12 −56,00
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 324 −5,26 19 0,00
2025-08-12 13F Global Retirement Partners, LLC 0 −100,00 0
2025-08-26 NP NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 4 210 −5,54 243 3,40
2025-08-12 13F Corebridge Financial, Inc. 0 −100,00 0
2025-04-24 13F Jaffetilchin Investment Partners, LLC 0 −100,00 0 −100,00
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 182 −3,19 11 11,11
2025-06-23 NP PPNMX - SmallCap Growth Fund I R-3 187 715 −0,02 9 966 19,87
2025-08-14 13F Freestone Grove Partners LP 0 −100,00 0
2025-08-14 13F State Of Wisconsin Investment Board 246 226 −12,90 14 229 −4,89
2025-05-22 NP DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A 0 −100,00 0 −100,00
2025-08-26 NP NSCAX - Nuveen NWQ Small-Cap Value Fund - Class A This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 83 700 −17,44 4 837 −9,82
2025-08-27 13F/A Brinker Capital Investments, LLC 4 911 −28,62 284 −22,25
2025-07-29 NP SSMAX - Siit Small Mid Cap Equity Fund - Class A 21 696 −18,82 1 374 −1,15
2025-08-15 13F Morgan Stanley 487 120 −6,42 28 151 2,19
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 −100,00 0
2025-08-27 NP PGOAX - PGIM JENNISON SMALL COMPANY FUND Class A 387 196 −21,96 22 376 −14,77
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 50 112 −23,03 2 896 −15,97
2025-07-29 13F Wcm Investment Management, Llc 439 860 −1,16 25 041 6,94
2025-08-14 13F Sapience Investments, LLC 30 163 −18,73 1 743 −11,25
2025-08-14 13F Aster Capital Management (DIFC) Ltd 71 −87,43 4 −86,21
2025-06-27 NP AAARX - Strategic Allocation: Aggressive Fund R Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 0 −100,00 0 −100,00
2025-07-29 13F Pinnacle Wealth Management, LLC 0 −100,00 0
2025-08-13 13F ExodusPoint Capital Management, LP 0 −100,00 0
2025-05-14 13F Trexquant Investment LP 0 −100,00 0
2025-08-14 13F IHT Wealth Management, LLC 0 −100,00 0
2025-08-26 NP IVSOX - Voya SmallCap Opportunities Portfolio Class I 29 872 −11,92 1 726 −3,79
2025-08-14 13F Quantedge Capital Pte Ltd 16 400 −49,38 948 −44,75
2025-05-29 NP VSCVX - Victory Integrity Small-Cap Value Fund Class A 202 000 −7,13 10 690 −2,76
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 5 487 −2,31 317 6,73
2025-08-12 13F XTX Topco Ltd 7 943 −11,44 459 −3,16
2025-08-14 13F Legato Capital Management LLC 10 265 −30,90 593 −24,55
2025-08-26 NP NVSOX - Wells Fargo Disciplined Small Cap Fund Administrator Class 2 933 −55,67 169 −51,71
2025-09-08 13F Alternative Investment Advisors, LLC. 0 −100,00 0 −100,00
2025-05-27 NP GAFCX - Virtus AlphaSimplex Global Alternatives Fund Class C 0 −100,00 0 −100,00
2025-08-06 13F Thompson Siegel & Walmsley Llc 9 599 −19,04 1
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 7 450 −1,77 396 17,91
2025-08-14 13F Toroso Investments, LLC 10 579 −13,05 611 −4,98
2025-06-27 NP PCSGX - PACE Small/Medium Co Growth Equity Investments Class P 10 987 −52,79 583 −43,40
2025-08-18 13F Ashford Capital Management Inc 406 032 −7,72 23 465 0,77
2025-08-13 13F MetLife Investment Management, LLC 21 952 −2,31 1 269 6,64
2025-05-28 NP THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 0 −100,00 0 −100,00
2025-08-06 13F First Horizon Advisors, Inc. 0 −100,00 0
2025-08-12 13F Jefferies Financial Group Inc. 0 −100,00 0
2025-08-01 13F Peregrine Capital Management Llc 323 978 −14,18 18 723 −6,29
2025-08-14 13F Goldman Sachs Group Inc 353 141 −32,03 20 408 −25,78
2025-05-16 13F Ashton Thomas Private Wealth, LLC 0 −100,00 0
2025-06-26 NP Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 0 −100,00 0 −100,00
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 125 −6,72 7 0,00
2025-05-15 13F Rakuten Investment Management, Inc. 0 −100,00 0 −100,00
2025-08-27 NP VSTCX - Vanguard Strategic Small-Cap Equity Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12 960 −82,96 749 −81,41
2025-08-14 13F D. E. Shaw & Co., Inc. 110 971 −43,33 6 413 −38,11
2025-08-08 13F Intech Investment Management Llc 16 400 −22,10 948 −14,99
2025-07-24 13F Us Bancorp \de\ 5 299 −10,72 306 −2,55
2025-07-23 NP CFSLX - Column Small Cap Fund 1 935 −77,33 123 −72,46
2025-06-26 NP DFUV - Dimensional US Marketwide Value ETF 1 336 −62,54 71 −55,41
2025-07-25 13F Allspring Global Investments Holdings, LLC 203 576 −29,71 11 494 −26,49
2025-08-21 NP MXEBX - Great-West Core Strategies: U.S. Equity Fund Institutional Class 24 859 −17,01 1 437 −9,40
2025-07-07 13F HMS Capital Management, LLC 10 301 −1,41 595 18,76
2025-05-28 NP VMNFX - Vanguard Market Neutral Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 13 424 −27,43 710 6,13
2025-04-30 13F Brown Advisory Inc 0 −100,00 0
2025-08-08 13F/A Sterling Capital Management LLC 86 −82,80 5 −84,62
2025-06-27 NP PFI - Invesco DWA Financial Momentum ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 15 242 −16,05 809 0,75
2025-08-08 13F KBC Group NV 1 028 −32,85 0
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista

© 2015-2025 Fintel Ventures LLC. All rights reserved. Fintel® is a registered trademark.

This website is provided “as is” without any representations or warranties, express or implied. Fintel makes no representations or warranties in relation to this website or the information and materials provided on this website. Nothing on this website constitutes, or is meant to constitute, advice of any kind. If you require advice in relation to any financial matter you should consult an appropriate professional.

About Fintel
Top Investors
Features
Explore
Help Center