73V0 - Ponce Financial Group, Inc. Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham (DB)

Ponce Financial Group, Inc.
DE ˙ DB ˙ US7323441060
€ 12.70 0.00 (0.00%)
2025-09-05
BAHAGING PRESYO
Mga Batayang Estadistika
Pemilik Institusional 192 total, 192 long only, 0 short only, 0 long/short - change of 4.32% MRQ
Harga Saham 12.70
Alokasi Portofolio Rata-rata 0.0646 % - change of 8.50% MRQ
Jumlah Saham Beredar shares (source: Capital IQ)
Saham Institusional (Jangka Panjang) 13,984,415 - 61.43% (ex 13D/G) - change of -0.47MM shares -3.23% MRQ
Nilai Institusional (Jangka Panjang) $ 133,571 USD ($1000)
Kepemilikan Institusional dan Pemegang Saham

Ponce Financial Group, Inc. (DE:73V0) memiliki 192 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 13,984,415 saham. Pemegang saham terbesar meliputi M3F, Inc., T. Rowe Price Investment Management, Inc., BlackRock, Inc., PRSVX - T. Rowe Price Small-Cap Value Fund, Inc., Vanguard Group Inc, Dimensional Fund Advisors Lp, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Bank Of America Corp /de/, IWM - iShares Russell 2000 ETF, and Geode Capital Management, Llc .

Struktur kepemilikan institusional Ponce Financial Group, Inc. (DB:73V0) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.

The share price as of September 5, 2025 is 12.70 / share. Previously, on September 6, 2024, the share price was 9.65 / share. This represents an increase of 31.61% over that period.

DE:73V0 / Ponce Financial Group, Inc. Institutional Ownership
Skor Sentimen Dana

Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.

Frekuensi Pembaruan: Setiap Hari

Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.

Lihat Saham dengan Peringkat Tertinggi
Pengajuan 13F dan NPORT

Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.

Tingkatkan untuk membuka data premium dan mengekspor ke Excel .

Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)		 Saham Δ Saham
(%)		 Dilaporkan
Nilai
($1000)		 Nilai Δ
(%)		 Alokasi Port
(%)
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 5 0.00 0
2025-08-12 13F Trexquant Investment LP 18,218 252
2025-08-26 NP PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. 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 1,181,173 -14.72 16,347 -6.85
2025-08-06 13F Stilwell Value LLC 20,000 -33.33 277 -27.37
2025-06-26 NP BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 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 2,258 0.00 29 0.00
2025-08-14 13F Bank Of America Corp /de/ 495,917 -0.48 6,863 8.71
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 100 2.04 1 0.00
2025-07-28 NP HDG - ProShares Hedge Replication ETF 25 8.70 0
2025-08-28 NP SSTIX - State Street Total Return 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 408 0.00 6 0.00
2025-06-02 13F SkyView Investment Advisors, LLC 0 -100.00 0
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 3,943 0.00 55 10.20
2025-08-14 13F Jane Street Group, Llc 17,077 -21.84 236 -14.49
2025-05-14 13F Keeley-Teton Advisors, LLC 38,718 0.00 491 -2.58
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 1,190 0.00 15 0.00
2025-04-15 13F SG Americas Securities, LLC 0 -100.00 0
2025-08-13 13F Northern Trust Corp 157,116 -3.35 2,174 5.59
2025-08-13 13F Panagora Asset Management Inc 11,243 156
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 3,041 0.00 42 10.53
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 5,530 77
2025-08-12 13F Legal & General Group Plc 1,824 9.09 25 19.05
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 1,497 9.91 19 5.56
2025-08-14 13F Wells Fargo & Company/mn 12,622 8.74 175 18.37
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 80 6.67 1
2025-07-28 NP AVSC - Avantis U.S. Small Cap 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 15,922 33.54 213 36.54
2025-08-11 13F Covestor Ltd 192 -4.48 0
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 3,681 22.78 51 35.14
2025-06-26 NP FLXSX - Fidelity Flex Small Cap 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 3,280 10.47 42 7.69
2025-08-12 13F Rhumbline Advisers 26,348 30.97 365 43.31
2025-08-14 13F Bridgeway Capital Management Inc 0 -100.00 0
2025-07-28 NP URTY - ProShares UltraPro Russell2000 1,412 -28.54 19 -28.00
2025-08-14 13F California State Teachers Retirement System 1,401 0.00 19 11.76
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 34,272 18.11 441 14.55
2025-08-14 13F C M Bidwell & Associates Ltd 42 0.00 1
2025-08-25 NP MMBUX - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 3,335 -25.06 46 -17.86
2025-08-08 13F/A Sterling Capital Management LLC 518 55.09 7 75.00
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 1,689 0.00 23 9.52
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 621,347 0.00 8,599 9.24
2025-07-09 13F Massmutual Trust Co Fsb/adv 2,127 -38.15 29 -32.56
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 9,403 0.00 130 9.24
2025-06-26 NP USMIX - Extended Market Index Fund 2,162 -8.31 28 -12.90
2025-06-26 NP DFEOX - U.s. Core Equity 1 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 24,784 0.00 319 -3.05
2025-08-14 13F T. Rowe Price Investment Management, Inc. 1,951,394 -9.51 27 0.00
2025-08-26 NP TLSTX - Stock Index Fund 420 0.00 6 0.00
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 2,506 0.00 32 -3.03
2025-08-14 13F Bnp Paribas Arbitrage, Sa 1,921 -43.67 27 -39.53
2025-08-07 13F Los Angeles Capital Management Llc 59,474 47.78 823 61.69
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index 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 2,558 0.00 35 9.38
2025-07-29 NP VRTIX - Vanguard Russell 2000 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 98,196 11.35 1,315 13.67
2025-08-07 13F Allworth Financial LP 1 0
2025-08-20 NP ASMOX - AQR Small Cap Momentum Style Fund Class I 6,327 88
2025-08-12 13F American Century Companies Inc 18,378 27.89 254 39.56
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 2,196 2.47 28 0.00
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 199 -29.43 3 -33.33
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 5,664 38.35 78 52.94
2025-08-26 NP TRSYX - T. Rowe Price Small-Cap 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 952 0.00 13 8.33
2025-08-14 13F PDT Partners, LLC 0 -100.00 0
2025-08-28 NP DTSVX - Small Company Value Portfolio Investment Class 540 0.00 7 16.67
2025-08-14 13F Operose Advisors LLC 12,000 0.00 166 9.21
2025-07-28 NP UWM - ProShares Ultra Russell2000 1,929 -18.68 26 -19.35
2025-08-08 13F Pnc Financial Services Group, Inc. 39 0.00 1
2025-08-11 13F Wittenberg Investment Management, Inc. 64,217 0.00 889 9.23
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 1,638 0.00 23 10.00
2025-07-29 NP VRTTX - Vanguard Russell 3000 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 1,954 0.00 26 4.00
2025-08-01 13F First Pacific Advisors, LP 181,562 0.00 2,513 9.22
2025-08-28 NP ITOT - iShares Core S&P Total U.S. Stock Market 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 91,635 2.58 1,268 12.11
2025-08-28 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 171,527 -4.49 2,374 4.31
2025-07-29 NP SECAX - SIIT Small Cap II Fund - Class A 12,861 -9.24 172 -7.03
2025-08-14 13F Mangrove Partners 163,362 0.00 2,261 9.23
2025-08-13 13F Renaissance Technologies Llc 145,535 6.98 2,014 16.89
2025-08-11 13F Empirical Finance, LLC 234,649 3,248
2025-08-11 13F Vanguard Group Inc 1,103,343 1.47 15,270 10.84
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 668 0.00 9 0.00
2025-05-29 NP JAFEX - Total Stock Market Index Trust NAV 388 -44.73 5 -55.56
2025-08-13 13F Northwestern Mutual Wealth Management Co 0 -100.00 0
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 1,066 13,225.00 14
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 19 -13.64 0
2025-08-12 13F Dimensional Fund Advisors Lp 898,932 4.28 12,442 13.91
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 600 0.00 8 14.29
2025-08-06 13F Cornerstone Investment Partners, LLC 10,586 147
2025-06-24 NP SWSSX - Schwab Small-Cap Index Fund 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 49,103 5.29 632 2.10
2025-05-28 NP QCEQRX - Equity Index Account Class R1 11,515 0.00 146 -2.68
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 359 0.00 5 0.00
2025-08-08 13F Intech Investment Management Llc 0 -100.00 0
2025-08-13 13F New York State Common Retirement Fund 1,864 0.00 0
2025-08-28 NP IWC - iShares Micro-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 44,102 2.17 610 11.72
2025-08-22 NP FISVX - Fidelity Small Cap Value 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 20,490 5.24 284 15.04
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 4,160 14.57 58 23.91
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 12 0.00 0
2025-08-12 13F BlackRock, Inc. 1,632,339 -1.83 22,592 7.23
2025-06-27 NP RSSL - Global X Russell 2000 ETF 11,578 5.06 149 2.05
2025-08-04 13F Amalgamated Bank 690 0.00 0
2025-08-14 13F Raymond James Financial Inc 116,949 0.28 1,619 9.55
2025-08-14 13F UBS Group AG 18,231 62.88 252 78.72
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 8,419 0.00 117 9.43
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 3,122 0.00 43 10.26
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 3,888 0.00 54 8.16
2025-05-23 NP BRSIX - Ultra-Small Company Market Fund Class N 29,899 -41.03 379 -42.64
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 326,810 1.26 4,523 10.61
2025-06-18 NP GMRAX - Nationwide Small Cap Index Fund Class A 1,452 -25.00 19 -28.00
2025-06-26 NP DFSCX - U.s. Micro 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 49,684 0.00 639 -3.03
2025-07-24 13F IFP Advisors, Inc 0 -100.00 0
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 13,205 0.00 183 8.98
2025-08-14 13F 683 Capital Management, LLC 0 -100.00 0
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 6,300 -13.70 87 -5.43
2025-08-12 13F Proequities, Inc. 0 0
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 805 0.00 11 0.00
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 5,600 75
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 28 0.00 0
2025-08-12 13F Franklin Resources Inc 13,051 181
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 46 0.00 1
2025-08-07 13F Beese Fulmer Investment Management, Inc. 44,925 -1.39 622 7.63
2025-08-14 13F Millennium Management Llc 51,419 712
2025-08-14 13F Fmr Llc 1,026 0.49 14 16.67
2025-08-26 NP Profunds - Profund Vp Small-cap 45 2.27 1
2025-07-24 NP FNCMX - Fidelity Nasdaq Composite 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 13,052 0.00 175 1.75
2025-08-13 13F First Trust Advisors Lp 15,335 6.32 212 16.48
2025-06-20 NP JSML - Janus Henderson Small Cap Growth Alpha ETF 4,367 56
2025-08-12 13F Charles Schwab Investment Management Inc 62,433 8.35 864 18.36
2025-08-14 13F Goldman Sachs Group Inc 21,043 -63.37 291 -59.97
2025-08-13 13F Russell Investments Group, Ltd. 718 32.47 10 50.00
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 1,139 0.00 16 7.14
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 6,376 0.00 88 10.00
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 12,654 -5.14 169 -3.43
2025-08-15 13F Morgan Stanley 60,078 -18.47 831 -10.93
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 52,822 15.49 680 12.05
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 34,752 9.86 481 20.00
2025-07-24 NP FSKAX - Fidelity Total 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 42,795 7.42 573 9.77
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 13,051 181
2025-08-14 13F Royal Bank Of Canada 11,494 -0.91 159 8.16
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 119,201 -0.13 1,596 1.98
2025-08-05 13F American Capital Advisory, LLC 2,800 7.69 39 18.75
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 14,600 0.00 202 9.78
2025-08-13 13F M3F, Inc. 2,315,708 2.16 32 14.29
2025-07-24 NP FCFMX - Fidelity Series Total 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 30,107 4.19 403 6.33
2025-05-14 13F Fourthstone LLC 0 -100.00 0
2025-08-27 NP JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 5,102 0.00 71 9.38
2025-08-12 13F Jpmorgan Chase & Co 13,465 -56.96 186 -53.03
2025-08-14 13F Rangeley Capital, LLC 0 -100.00 0
2025-08-28 NP SSBIX - State Street Balanced Index Fund Class K 235 0.00 3 50.00
2025-08-13 13F Federated Hermes, Inc. 130 2
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 4 0.00 0
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 9,140 0.00 126 9.57
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 793 0.00 11 0.00
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 11,008 -4.08 152 4.83
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 39,730 0.00 511 -3.04
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 5,951 -24.67 77 -26.92
2025-08-13 13F Marshall Wace, Llp 23,945 331
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 23,086 0.00 297 -2.94
2025-08-13 13F MetLife Investment Management, LLC 11,446 0.00 158 8.97
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 115,639 3.50 1,488 0.40
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 6,872 21.82 95 33.80
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 3,270 0.00 45 9.76
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 117,493 10.62 1,512 7.31
2025-08-12 13F Corebridge Financial, Inc. 0 -100.00 0
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 1,651 0.00 22 4.76
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 8,672 0.00 112 -3.48
2025-08-14 13F Aqr Capital Management Llc 10,405 144
2025-08-08 13F Geode Capital Management, Llc 480,257 1.91 6,649 11.34
2025-08-14 13F Citadel Advisors Llc 30,161 7.20 417 17.13
2025-08-26 NP QABA - First Trust NASDAQ ABA Community Bank 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 15,307 7.02 212 16.57
2025-08-14 13F Alliancebernstein L.p. 134,299 3.96 1,859 13.57
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 481,485 -8.42 6,664 0.03
2025-08-11 13F Rothschild Investment Llc 35 16.67 0
2025-08-14 13F State Street Corp 340,501 13.88 4,713 24.39
2025-06-24 NP SWTSX - Schwab Total Stock Market Index Fund 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 10,983 0.00 141 -2.76
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 10,179 -35.76 141 -30.00
2025-08-14 13F/A Barclays Plc 32,861 68.98 0
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 69 -1.43 1
2025-08-13 13F Gamco Investors, Inc. Et Al 38,718 536
2025-07-29 NP SLPAX - Siit Small Cap Fund - Class A 12,651 0.00 169 2.42
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 89,892 4.76 1,157 1.58
2025-08-13 13F Invesco Ltd. 12,199 169
2025-08-05 13F Bank of New York Mellon Corp 52,553 5.01 727 14.67
2025-06-26 NP FSSNX - Fidelity Small Cap 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 180,187 -2.25 2,319 -5.19
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 4,030 56.20 56 71.88
2025-08-12 13F Brandywine Global Investment Management, LLC 11,360 0.00 157 9.79
2025-08-12 13F Deutsche Bank Ag\ 18,536 -25.02 257 -18.21
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 4,390 42.53 61 53.85
2025-08-28 NP SLLAX - SIMT Small Cap Fund Class F 8,262 -41.58 114 -36.31
2025-07-28 NP VCSLX - Small Cap Index Fund 8,221 11.31 110 14.58
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 3,231 16.26 45 25.71
2025-07-25 13F Cwm, Llc 374 6.25 0
2025-08-15 13F Tower Research Capital LLC (TRC) 3,510 46.49 49 60.00
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 1,264 0.00 17 6.25
2025-08-12 13F MAI Capital Management 1,994 0.00 28 8.00
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 140,470 0.86 1,808 -2.22
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 74,115 40.11 1,026 52.99
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 7,460 0.00 96 -2.04
2025-04-02 13F/A Picton Mahoney Asset Management 0 -100.00 0
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 4,108 16.70 57 27.27
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 44,664 0.00 575 -3.04
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 1,975 27
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 1,223 0.00 16 -6.25
2025-08-06 13F True Wealth Design, LLC 6 20.00 0
2025-08-11 13F Citigroup Inc 8,162 -44.54 113 -39.78
2025-08-25 NP TMVAX - RBC Microcap Value Fund A Shares 9,900 0.00 137 9.60
2025-08-28 NP SMLV - SPDR SSGA US Small Cap Low Volatility Index 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 31,387 434
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 1,534 0.00 20 -5.00
2025-08-07 13F Campbell & CO Investment Adviser LLC 0 -100.00 0
2025-08-12 13F Nuveen, LLC 29,355 -93.17 406 -30.60
2025-08-08 13F Creative Planning 13,439 -0.76 186 8.19
2025-08-12 13F Ameritas Investment Partners, Inc. 1,689 0.00 23 9.52
2025-08-14 13F GWM Advisors LLC 0 -100.00 0
2025-08-14 13F Susquehanna International Group, Llp 24,825 -3.81 344 5.21
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 5,850 6.56 81 15.94
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 331 -2.36 4 0.00
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 23,196 9.88 321 20.22
Other Listings
US:PDLB US$ 14.91
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