UBSI / United Bankshares, Inc. - Institutionellt ägande - Säljare

United Bankshares, Inc.
US ˙ NasdaqGS ˙ US9099071071

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
(%)
2025-06-24 NP TILT - FlexShares Morningstar US Market Factor Tilt Index Fund This fund is a listed as child fund of Northern Trust 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 28 103 −1,26 964 −12,05
2025-05-15 13F Bridgefront Capital, LLC 0 −100,00 0
2025-04-21 13F Janney Capital Management LLC 0 −100,00 0
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 428 475 −5,54 15 609 −0,74
2025-06-23 NP MLPIX - Mid-cap Value Profund Investor Class 294 −93,43 10 −94,19
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 651 569 −11,10 24 −8,00
2025-08-12 13F Coldstream Capital Management Inc 0 −100,00 0
2025-08-15 13F Resources Management Corp /ct/ /adv 0 −100,00 0
2025-08-13 13F Hsbc Holdings Plc 7 976 −80,39 291 −79,27
2025-07-23 13F Louisiana State Employees Retirement System 39 900 −0,25 1 454 4,83
2025-08-14 13F ISAM Funds (UK) Ltd 0 −100,00 0
2025-08-12 13F Nuveen, LLC 772 873 −6,06 28 156 −1,30
2025-08-05 13F Simplex Trading, Llc 0 −100,00 0
2025-06-25 NP HSSAX - Emerald Banking and Finance Fund Class A 20 108 −23,18 690 0,15
2025-07-28 NP RWK - Invesco S&P MidCap 400 Revenue 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 15 439 −3,77 558 −3,80
2025-08-12 13F Corebridge Financial, Inc. 0 −100,00 0
2025-06-23 NP BKPIX - Banks Ultrasector Profund Investor Class 2 130 −62,37 73 −66,36
2025-08-27 NP FAEQX - PFM Multi-Manager Domestic Equity Fund Institutional Class 8 309 −43,09 303 −40,32
2025-07-11 13F Farther Finance Advisors, LLC 588 −39,19 21 −36,36
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 3 468 −2,12 125 −2,34
2025-05-06 13F Rsm Us Wealth Management Llc 0 −100,00 0
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 12 191 −4,97 444 0,00
2025-07-28 NP UWM - ProShares Ultra Russell2000 13 188 −18,72 477 −18,77
2025-07-29 NP VFAIX - Vanguard Financials Index Fund Admiral 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 218 285 −0,99 7 889 −0,99
2025-07-16 13F State of Alaska, Department of Revenue 15 919 −4,78 1
2025-08-04 13F Amalgamated Bank 62 025 −0,77 2 0,00
2025-05-13 13F Neuberger Berman Group LLC 0 −100,00 0
2025-07-18 13F First Pacific Financial 0 −100,00 0
2025-07-16 13F NovaPoint Capital, LLC 0 −100,00 0
2025-07-25 13F Stephens Consulting, LLC 0 −100,00 0
2025-08-27 NP CWSIX - Carillon Chartwell Small Cap Value Fund Class Chartwell 28 128 −11,06 1 025 −6,57
2025-06-24 NP FMDCX - Federated Mid-Cap Index Fund Service 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 13 518 −20,03 464 −28,77
2025-05-28 NP QCEQRX - Equity Index Account Class R1 47 951 −29,69 1 662 −35,08
2025-06-25 NP FNK - First Trust Mid Cap Value 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 16 714 −5,69 573 −15,98
2025-08-11 13F Wealthspire Advisors, LLC 8 391 −0,18 306 4,81
2025-08-21 NP MXMDX - Great-West S&P Mid Cap 400 Index Fund Investor Class 64 564 −7,28 2 352 −2,57
2025-07-10 13F Global Financial Private Client, LLC 0 −100,00 0
2025-08-20 NP QCFIX - AQR CVX Fusion Fund Class I Short −557 −20
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 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 1 019 −4,59 37 0,00
2025-06-25 NP DVY - iShares Select Dividend 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 2 814 240 −5,90 96 500 −16,19
2025-08-14 13F Headlands Technologies LLC 2 220 −77,78 81 −76,88
2025-08-26 NP EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB 119 803 −0,57 4 364 4,48
2025-08-26 NP EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 33 837 −1,88 1 233 3,10
2025-08-19 NP Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 10 742 −0,92 391 4,27
2025-08-14 13F Goldman Sachs Group Inc 441 623 −31,32 16 088 −27,83
2025-07-28 NP AVUS - Avantis U.S. Equity ETF 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 33 876 −4,26 1 224 −4,23
2025-07-31 13F State of New Jersey Common Pension Fund D 52 130 −4,69 1 899 0,16
2025-08-07 13F Parkside Financial Bank & Trust 15 −66,67 1 −100,00
2025-08-20 NP ASMOX - AQR Small Cap Momentum Style Fund Class I 957 −86,92 35 −84,33
2025-08-14 13F Scientech Research LLC 0 −100,00 0
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 168 043 −3,16 5 762 −13,74
2025-05-15 13F Hrt Financial Lp 0 −100,00 0
2025-08-14 13F Aquatic Capital Management LLC 0 −100,00 0
2025-08-14 13F D. E. Shaw & Co., Inc. 16 197 −74,45 590 −73,15
2025-08-06 13F Anchor Capital Advisors Llc 47 651 −2,55 1 736 2,36
2025-08-27 NP VEXMX - Vanguard Extended 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 2 178 485 −0,69 79 362 4,35
2025-07-28 NP QVMM - Invesco S&P MidCap 400 QVM Multi-factor 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 17 712 −1,30 640 −1,23
2025-07-28 NP UMDD - ProShares UltraPro MidCap400 808 −31,18 29 −30,95
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 711 −5,45 26 −3,85
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 41 005 −14,94 1 494 −10,65
2025-08-13 13F Summit Financial, LLC 17 674 −0,72 650 5,35
2025-06-25 NP BKSE - BNY Mellon US Small Cap Core Equity ETF 6 407 −20,57 220 −29,35
2025-08-06 13F Moors & Cabot, Inc. 0 −100,00 0
2025-08-13 13F Jones Financial Companies Lllp 11 923 −14,55 434 −9,39
2025-08-26 NP GOP - Unusual Whales Subversive Republican Trading ETF 3 082 −8,55 112 −3,45
2025-08-27 13F/A Squarepoint Ops LLC 138 716 −49,28 5 053 −46,70
2025-06-27 NP AVFIX - American Beacon Small Cap Value Fund Institutional Class 83 960 −6,67 2 879 −16,89
2025-07-30 13F Ethic Inc. 0 −100,00 0
2025-07-30 13F Securian Asset Management, Inc 10 742 −0,92 391 4,27
2025-06-27 NP COAGX - Caldwell & Orkin - Gator Capital Long/Short Fund 0 −100,00 0 −100,00
2025-08-08 13F KBC Group NV 4 234 −28,43 0
2025-08-06 13F Commonwealth Equity Services, Llc 33 109 −25,08 1 0,00
2025-08-11 13F Hexagon Capital Partners LLC 0 −100,00 0
2025-07-29 NP BPRRX - Boston Partners Long/Short Research Fund Investor Class Short −26 285 −0,28 −950 −0,32
2025-07-15 13F Main Street Group, LTD 23 870 −3,91 870 0,93
2025-08-20 NP AQMIX - AQR Managed Futures Strategy Fund Class I Short −39 140 30,11 −1 426 36,76
2025-08-29 NP STXV - Strive 1000 Value ETF 467 −5,27 17 0,00
2025-08-14 13F Susquehanna International Group, Llp Put 0 −100,00 0
2025-08-26 NP Profunds - Profund Vp Banks 1 204 −11,14 44 −6,52
2025-08-07 13F Meeder Asset Management Inc 0 −100,00 0
2025-07-22 13F Gsa Capital Partners Llp 0 −100,00 0
2025-08-26 13F/A Thrivent Financial For Lutherans 54 980 −0,19 2 100,00
2025-08-05 13F Verity Asset Management, Inc. 30 151 −46,53 1 098 −43,84
2025-08-14 13F Quarry LP 0 −100,00 0
2025-08-28 NP SSGSX - Victory Sycamore Small Company Opportunity Fund Class A 2 440 000 −1,01 88 889 4,01
2025-08-13 13F Continuum Advisory, LLC 0 −100,00 0
2025-08-28 NP IJJ - iShares S&P Mid-Cap 400 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 790 018 −1,70 28 780 3,29
2025-07-15 13F Alpha Omega Wealth Management LLC 0 −100,00 0
2025-07-31 13F Nisa Investment Advisors, Llc 3 240 −42,79 119 −39,90
2025-07-25 13F Apollon Wealth Management, LLC 9 067 −32,99 330 −29,64
2025-08-26 NP IJH - iShares Core S&P Mid-Cap 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 4 632 604 −0,48 168 766 4,57
2025-08-12 13F PSI Advisors, LLC 0 −100,00 0
2025-08-14 13F Jacobs Levy Equity Management, Inc 265 763 −15,13 9 682 −10,82
2025-08-14 13F Maltese Capital Management Llc 115 000 −12,41 4 189 −7,97
2025-08-14 13F/A Rockefeller Capital Management L.P. 16 518 −7,23 602 −2,59
2025-08-14 13F Point72 (DIFC) Ltd 0 −100,00 0
2025-08-14 13F Manufacturers Life Insurance Company, The 154 888 −2,09 5 643 2,88
2025-07-31 13F Linden Thomas Advisory Services, LLC 20 687 −0,71 754 4,29
2025-08-14 13F Snowden Capital Advisors LLC 35 856 −2,12 1 320 2,81
2025-08-20 NP QLFIX - AQR LSE Fusion Fund Class I Short −519 −19
2025-08-04 13F Keybank National Association/oh 16 764 −16,46 611 −12,23
2025-08-12 13F Deutsche Bank Ag\ 94 501 −9,74 3 443 −5,15
2025-05-12 13F Sandy Spring Bank 22 047 −7,59 764 −14,64
2025-08-04 13F Quaker Wealth Management, LLC Put 0 −100,00 0
2025-05-05 13F Allianz Asset Management GmbH 0 −100,00 0 −100,00
2025-04-21 13F Envestnet Portfolio Solutions, Inc. 0 −100,00 0
2025-08-26 NP Spdr S&p Midcap 400 Etf Trust 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 1 112 748 −2,38 40 537 2,58
2025-05-29 NP CSF - VictoryShares US Discovery Enhanced Volatility Wtd ETF 2 040 −13,30 71 −20,45
2025-08-27 NP JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 23 590 −4,16 859 0,70
2025-06-26 NP DFVEX - U.s. Vector Equity 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 61 684 −19,77 2 115 −28,52
2025-06-26 NP DFQTX - U.s. Core Equity 2 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 418 194 −0,52 14 340 −11,41
2025-08-14 13F Man Group plc 8 877 −59,30 323 −57,28
2025-08-28 NP MMTM - SPDR S&P 1500 Momentum Tilt ETF 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 334 −5,11 12 0,00
2025-05-29 NP CSA - VictoryShares US Small Cap Volatility Wtd ETF 1 602 −24,08 56 −30,38
2025-07-07 13F Wesbanco Bank Inc 119 098 −0,06 4 339 5,01
2025-06-26 NP CAMSX - Cambiar Small Cap Fund Investor Class Shares 47 395 −17,09 1 625 −26,14
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 10 266 −95,75 352 −96,21
2025-08-12 13F Pathstone Holdings, LLC 14 572 −27,09 531 −23,52
2025-05-09 13F Cary Street Partners Financial Llc 0 −100,00 0
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 19 124 −12,22 697 −7,81
2025-08-25 NP MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 70 108 −3,57 2 554 1,35
2025-06-27 NP PRF - Invesco FTSE RAFI US 1000 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 42 271 −0,56 1 449 −11,43
2025-07-08 13F Braun-Bostich & Associates Inc. 8 869 −0,67 323 4,53
2025-08-26 NP NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 17 750 −5,54 647 −0,77
2025-04-14 13F Strategic Wealth Designers 0 −100,00 0 −100,00
2025-08-26 NP MDIV - Multi-Asset Diversified Income Index 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 41 919 −12,39 1 527 15,68
2025-07-25 NP FNDA - Schwab Fundamental U.S. Small Company Index 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 418 776 −7,42 15 135 −7,41
2025-08-14 13F Schonfeld Strategic Advisors LLC 23 543 −35,88 858 −32,68
2025-08-14 13F Staley Capital Advisers Inc 56 541 −0,88 2 060 4,15
2025-08-04 13F Strs Ohio 26 400 −12,58 962 −8,21
2025-07-28 13F BRYN MAWR TRUST Co 71 −95,05 3 −95,92
2025-08-20 NP QSPIX - AQR Style Premia Alternative Fund Class I 27 747 −9,07 1 011 −4,45
2025-08-15 13F Great West Life Assurance Co /can/ 101 227 −0,33 4 0,00
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 10 458 −12,73 381 −8,43
2025-08-14 13F Cibc World Markets Corp 17 453 −40,51 636 −37,56
2025-08-07 13F Investment Management Corp /va/ /adv 1 311 −49,19 48 −47,19
2025-07-22 13F Belpointe Asset Management LLC 10 133 −0,01 369 5,13
2025-08-20 NP QMHIX - AQR Managed Futures Strategy HV Fund Class I Short −17 097 121,03 −623 132,09
2025-08-26 NP NOMIX - Northern Mid Cap Index Fund 94 092 −5,11 3 428 −0,29
2025-06-26 NP DFSVX - U.s. Small Cap 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 1 960 349 −0,55 67 220 −11,43
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 44 610 −0,83 1 625 4,23
2025-08-14 13F EP Wealth Advisors, Inc. 83 650 −0,11 3 047 4,96
2025-08-14 13F Verition Fund Management LLC 274 958 −4,79 10 017 0,04
2025-08-14 13F Integrated Investment Consultants, LLC 8 762 −30,24 319 −26,67
2025-08-07 13F Illinois Municipal Retirement Fund 0 −100,00 0
2025-08-29 NP DEW - WisdomTree Global High Dividend Fund N/A 2 307 −2,41 84 3,70
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 87 791 −4,48 3 173 −4,49
2025-08-06 13F Golden State Wealth Management, LLC 0 −100,00 0
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 14 387 −0,78 520 −0,95
2025-08-12 13F Jpmorgan Chase & Co 475 133 −19,66 17 309 −15,59
2025-08-18 13F/A Kestra Investment Management, LLC 2 963 −70,30 108 −68,99
2025-08-13 13F Federated Hermes, Inc. 13 230 −2,13 482 2,78
2025-08-14 13F State Of Wisconsin Investment Board 13 476 −2,23 491 2,73
2025-06-25 NP FAB - First Trust Multi Cap Value 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 2 962 −5,16 102 −15,83
2025-03-26 NP FTLS - First Trust Long/Short Equity 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 22 750 −17,61 876 −15,87
2025-07-25 13F Commonwealth Financial Services, LLC 5 993 −28,18 218 −24,57
2025-08-26 NP FDL - First Trust Morningstar Dividend Leaders Index 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 199 877 −10,90 7 282 −6,38
2025-06-27 NP DPST - Direxion Daily Regional Banks Bull 3X Shares 80 920 −9,90 2 775 −19,76
2025-08-14 13F Citadel Advisors Llc Call 20 200 −30,10 736 −26,57
2025-05-07 13F Kapitalo Investimentos Ltda 0 −100,00 0
2025-07-30 13F FNY Investment Advisers, LLC 1 600 −15,79 0
2025-08-14 13F Stifel Financial Corp 33 725 −0,66 1 229 4,33
2025-08-20 NP QMNIX - AQR Equity Market Neutral Fund Class I Short −58 673 176,36 −2 137 190,35
2025-08-12 13F Jefferies Financial Group Inc. 13 250 −42,81 483 −39,98
2025-08-27 NP TLEQX - Small-Cap Equity Fund 8 223 −3,84 300 1,01
2025-08-29 NP DTD - WisdomTree U.S. Total Dividend Fund N/A 7 952 −0,86 290 3,96
2025-08-13 13F Brown Advisory Inc 87 055 −1,32 3 171 3,70
2025-05-15 13F Nomura Holdings Inc 0 −100,00 0
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 35 443 −0,98 1 291 4,11
2025-08-27 NP Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 54 633 −4,70 1 990 0,15
2025-08-11 13F Principal Securities, Inc. 2 437 −21,77 89 −24,14
2025-06-26 NP PDAVX - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 448 −62,23 15 −66,67
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 431 127 −4,75 14 783 −15,17
2025-06-25 NP CDAZX - Multi-Manager Directional Alternative Strategies Fund Institutional Class Short −6 461 24,54 −222 11,06
2025-09-04 13F/A Advisor Group Holdings, Inc. 50 645 −7,22 1 845 −2,54
2025-08-12 13F Aigen Investment Management, Lp 5 815 −71,76 212 −70,45
2025-08-27 NP OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 25 707 −2,80 937 2,18
2025-08-14 13F Comerica Bank 50 601 −2,43 1 843 2,50
2025-08-28 NP Humankind Benefit Corp - Humankind US Stock ETF 191 −16,23 7 −14,29
2025-07-17 13F Patton Albertson Miller Group, Llc 0 −100,00 0
2025-04-28 13F Pinnacle Financial Partners Inc 11 417 −11,08 396 −18,05
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 33 369 −0,31 1 216 4,74
2025-05-29 NP BUYO - KraneShares Man Buyout Beta Index ETF 0 −100,00 0 −100,00
2025-08-14 13F Qube Research & Technologies Ltd 435 953 −47,97 15 882 −45,33
2025-04-09 13F Milestone Asset Management, Llc 0 −100,00 0
2025-08-20 NP QLEIX - AQR Long-Short Equity Fund Class I Short −57 335 −23,70 −2 089 −19,85
2025-08-27 NP CFJAX - Calvert US Large-Cap Value Responsible Index Fund Class A 25 113 −11,10 915 −9,50
2025-06-27 NP MIDU - Direxion Daily Mid Cap Bull 3X Shares 2 462 −19,70 84 −28,81
2025-07-24 13F Us Bancorp \de\ 28 453 −20,13 1 037 −16,11
2025-08-04 13F IFG Advisory, LLC 19 235 −23,01 701 −19,17
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 19 981 −36,78 728 −33,61
2025-06-26 NP TISEX - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 429 733 −2,43 14 736 −13,10
2025-05-19 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class 0 −100,00 0 −100,00
2025-08-05 13F State Of Michigan Retirement System 34 113 −0,29 1 243 4,72
2025-07-15 13F SJS Investment Consulting Inc. 19 −34,48 1 −100,00
2025-08-12 13F Northwestern Mutual Investment Management Company, Llc 31 642 −0,32 1 153 4,73
2025-05-15 13F Gts Securities Llc 0 −100,00 0 −100,00
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 17 936 −26,40 1
2025-07-21 13F Ntv Asset Management Llc 128 049 −0,44 4 665 4,60
2025-07-29 13F Mutual Of America Capital Management Llc 70 479 −4,08 2 568 0,79
2025-08-27 NP VBINX - Vanguard Balanced 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 81 020 −4,23 2 952 0,61
2025-08-13 13F Fisher Asset Management, LLC 1 158 778 −5,92 42 214 −1,14
2025-08-20 NP QHFRX - AQR MS Fusion HV Fund Class R6 Short −891 −32
2025-07-28 NP VVSCX - Small Cap Value Fund 13 589 −15,66 491 −15,64
2025-07-28 NP URTY - ProShares UltraPro Russell2000 9 665 −28,49 349 −28,48
2025-08-28 NP MDYV - SPDR(R) S & P 400 Mid Cap Value ETF 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 244 262 −2,28 8 898 2,68
2025-06-26 NP DFSTX - U.s. Small Cap 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 697 107 −16,74 23 904 −25,84
2025-08-26 NP PSOPX - JPMorgan Small Cap Value Fund Class I 61 051 −1,29 2 224 3,73
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 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 34 957 −9,45 1 199 −19,38
2025-07-25 13F Yousif Capital Management, Llc 47 531 −2,10 1 732 2,85
2025-08-06 13F SOUTH STATE Corp 0 −100,00 0
2025-08-14 13F Teza Capital Management LLC 6 407 −24,38 233 −20,48
2025-08-28 NP KBE - SPDR(R) S&P Bank ETF 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 418 966 −29,79 15 263 −26,22
2025-08-12 13F Ci Investments Inc. 2 152 −18,61 0
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 132 −0,75 5 0,00
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 2 241 −3,15 81 −3,61
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 0 −100,00 0
2025-08-05 13F Simplex Trading, Llc Put 3 500 −67,59 0
2025-08-04 13F Spire Wealth Management 0 −100,00 0
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 2 916 −13,21 106 −8,62
2025-07-17 13F V-Square Quantitative Management LLC 0 −100,00 0
2025-08-27 NP RYMDX - Mid-Cap 1.5x Strategy Fund Class H 420 −9,68 15 −6,25
2025-08-14 13F Daiwa Securities Group Inc. 13 433 −2,36 0
2025-07-31 13F Quest Partners LLC 1 741 −97,59 63 −97,48
2025-08-14 13F Silvercrest Asset Management Group Llc 2 153 803 −5,64 78 463 −0,85
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 129 −11,03 4 −20,00
2025-07-23 13F Shell Asset Management Co 2 182 −9,95 0
2025-08-26 NP Profunds - Profund Vp Ultramid-cap 295 −16,19 11 −16,67
2025-08-05 13F Carolinas Wealth Consulting Llc 0 −100,00 0 −100,00
2025-08-11 13F EntryPoint Capital, LLC 0 −100,00 0
2025-05-06 13F Pacer Advisors, Inc. 0 −100,00 0
2025-08-26 NP IJSIX - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 2 554 −9,11 93 −4,12
2025-08-12 13F Dimensional Fund Advisors Lp 7 717 277 −1,04 281 142 3,98
2025-08-29 NP JAEYX - Mid Cap Index Trust NAV 55 429 −2,94 2 019 2,02
2025-08-14 13F Jane Street Group, Llc 0 −100,00 0
2025-08-20 NP QMFNX - AQR MS Fusion Fund Class N Short −803 −29
2025-08-15 13F United Services Automobile Association 0 −100,00 0
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 27 516 −2,04 1 002 2,98
2025-08-26 NP JSCSX - JPMorgan U.S. Small Company Fund Class I 14 445 −10,99 526 −6,41
2025-07-28 NP KBWR - Invesco KBW Regional Banking 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 28 287 −0,33 1 022 −0,29
2025-07-31 13F MQS Management LLC 0 −100,00 0
2025-08-14 13F Aster Capital Management (DIFC) Ltd 0 −100,00 0
2025-07-31 13F Northstar Asset Management Llc 8 632 −14,26 314 −10,03
2025-08-13 13F PharVision Advisers, LLC 0 −100,00 0
2025-08-14 13F Bnp Paribas Arbitrage, Sa 28 684 −3,62 1 045 1,26
2025-08-08 13F Pnc Financial Services Group, Inc. 37 246 −0,63 1 357 4,39
2025-08-27 NP RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 118 −17,48 4 0,00
2025-08-13 13F Dana Investment Advisors, Inc. 75 892 −1,59 2 765 3,40
2025-08-26 NP POMIX - T. Rowe Price Total Equity Market Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ 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 9 841 −1,59 359 3,47
2025-08-12 13F CIBC Private Wealth Group, LLC 0 −100,00 0
2025-08-12 13F XTX Topco Ltd 0 −100,00 0
2025-08-11 13F United Capital Financial Advisers, Llc 22 123 −63,31 806 −61,48
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 687 −62,76 25 −60,32
2025-07-28 13F Axxcess Wealth Management, Llc 82 934 −1,08 3 021 3,96
2025-08-14 13F Voloridge Investment Management, Llc 212 892 −20,20 7 756 −16,15
2025-08-13 13F Advantage Alpha Capital Partners LP 0 −100,00 0
2025-08-13 13F PineBridge Investments, L.P. 0 −100,00 0
2025-08-06 13F Pekin Hardy Strauss, Inc. 0 −100,00 0
2025-07-17 13F City Holding Co 9 258 −8,25 337 −3,44
2025-08-12 13F Ensign Peak Advisors, Inc 29 392 −37,86 1 071 −34,72
2025-08-26 NP SVAL - iShares US Small Cap Value Factor 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 18 067 −3,91 658 1,08
2025-06-23 NP UMPIX - Ultramid-cap Profund Investor Class 1 132 −22,68 39 −32,14
2025-07-31 13F Glass Jacobson Investment Advisors llc 0 −100,00 0
2025-06-24 NP JPSE - JPMorgan Diversified Return U.S. Small Cap Equity ETF 36 182 −5,93 1 241 −16,22
2025-07-15 13F Mather Group, Llc. 0 −100,00 0
2025-08-13 13F Amundi 0 −100,00 0
2025-07-29 13F Virginia Retirement Systems Et Al 7 000 −40,68 255 −37,65
2025-09-22 NP MMSMX - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 61 875 −4,37 2 198 −0,95
2025-07-11 13F/A Umb Bank N A/mo 1 678 −35,39 61 −32,22
2025-08-26 NP IAT - iShares U.S. Regional Banks 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 172 712 −16,20 6 292 −11,95
2025-06-25 NP GSATX - Goldman Sachs Small Cap Value Insights Fund Class A 23 657 −45,66 811 −51,58
2025-08-11 13F Citigroup Inc 149 445 −13,24 5 444 −8,84
2025-08-12 13F Charles Schwab Investment Management Inc 1 713 149 −1,17 62 410 3,84
2025-08-14 13F Cubist Systematic Strategies, LLC 0 −100,00 0
2025-07-15 13F Fifth Third Bancorp 1 257 −26,02 46 −22,41
2025-08-12 13F Brandywine Global Investment Management, LLC 126 392 −3,92 4 604 0,96
2025-07-15 13F Foster Victor Wealth Advisors, LLC 24 959 −6,16 952 12,41
2025-08-14 13F Balyasny Asset Management Llc 14 657 −93,19 534 −92,86
2025-08-13 13F Quadrant Capital Group Llc 0 −100,00 0
2025-07-14 13F AdvisorNet Financial, Inc 0 −100,00 0
2025-04-10 13F Naples Global Advisors, Llc 0 −100,00 0
2025-08-13 13F RIA Advisory Group LLC 10 705 −14,02 390 −9,74
2025-07-30 NP SPMIX - S&P MidCap Index Fund Direct Shares 4 844 −4,85 175 −4,37
2025-08-14 13F Smartleaf Asset Management LLC 226 −41,30 8 −38,46
2025-08-05 13F Bank Of Montreal /can/ 36 842 −4,81 1 342 0,07
2025-08-27 NP CMJAX - Calvert US Mid-Cap Core Responsible Index Fund Class A 6 273 −13,80 229 −12,31
2025-08-14 13F Tudor Investment Corp Et Al 0 −100,00 0
2025-08-14 13F Basswood Capital Management, L.l.c. 233 034 −52,87 8 489 −50,48
2025-08-29 NP EZM - WisdomTree U.S. MidCap Fund N/A 31 599 −1,20 1 151 3,88
2025-08-08 13F Principal Financial Group Inc 325 115 −1,55 11 844 3,45
2025-08-08 13F Larson Financial Group LLC 8 −66,67 0
2025-07-29 NP ESGV - Vanguard ESG U.S. Stock ETF 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 28 401 −2,56 1 026 −2,56
2025-08-20 NP QNZNX - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N Short −1 491 10,77 −54 17,39
2025-05-13 13F Caitong International Asset Management Co., Ltd 0 −100,00 0
2025-08-05 13F Cambiar Investors Llc 49 895 −0,04 1 818 5,03
2025-04-17 13F Janney Montgomery Scott LLC 0 −100,00 0
2025-08-07 13F Campbell & CO Investment Adviser LLC 0 −100,00 0
2025-06-30 NP VYM - Vanguard High Dividend Yield 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 499 543 −8,47 17 129 −18,48
2025-08-14 13F Raymond James Financial Inc 266 637 −31,59 9 714 −28,12
2025-08-04 13F Retirement Systems of Alabama 173 215 −0,31 6 310 4,75
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 1 352 −29,84 46 −37,84
2025-08-14 13F Point72 Hong Kong Ltd 0 −100,00 0
2025-08-07 13F Profund Advisors Llc 8 488 −6,01 309 −1,28
2025-06-30 NP HASCX - Harbor Small Cap Value Fund Institutional Class 1 042 033 −4,26 35 731 −14,73
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 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 61 785 −41,36 2 119 −47,78
2025-07-22 13F DAVENPORT & Co LLC 14 698 −0,12 535 4,90
2025-07-29 NP SFYX - SoFi Next 500 ETF 705 −31,82 25 −32,43
2025-04-17 13F Vaughan Nelson Investment Management, L.p. 0 −100,00 0
2025-06-26 NP JHSC - John Hancock Multifactor Small Cap ETF 52 035 −0,35 1 784 −11,24
2025-04-15 13F Assenagon Asset Management S.A. 0 −100,00 0
2025-07-25 NP MIDE - Xtrackers S&P MidCap 400 ESG ETF 372 −40,29 13 −38,10
2025-08-14 13F Citadel Advisors Llc Put 0 −100,00 0
2025-06-27 NP BIVIX - Invenomic Fund Institutional Class shares Short −60 296 −9,03 −2 068 −18,97
Other Listings
DE:UNK 32,20 €
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