CFF - C&F Financial Corporation Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham (DB)

C&F Financial Corporation
DE ˙ DB ˙ US12466Q1040
€ 60.50 ↑0.50 (0.83%)
2025-09-05
BAHAGING PRESYO
Mga Batayang Estadistika
Pemilik Institusional 161 total, 161 long only, 0 short only, 0 long/short - change of 28.80% MRQ
Harga Saham 60.50
Alokasi Portofolio Rata-rata 0.0505 % - change of -34.93% MRQ
Jumlah Saham Beredar shares (source: Capital IQ)
Saham Institusional (Jangka Panjang) 1,711,417 - 52.85% (ex 13D/G) - change of 0.22MM shares 14.68% MRQ
Nilai Institusional (Jangka Panjang) $ 102,802 USD ($1000)
Kepemilikan Institusional dan Pemegang Saham

C&F Financial Corporation (DE:CFF) memiliki 161 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 1,711,417 saham. Pemegang saham terbesar meliputi Dimensional Fund Advisors Lp, Vanguard Group Inc, BlackRock, Inc., Manufacturers Life Insurance Company, The, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Renaissance Technologies Llc, Geode Capital Management, Llc, Huber Capital Management LLC, IWM - iShares Russell 2000 ETF, and FRBAX - Regional Bank Fund Class A .

Struktur kepemilikan institusional C&F Financial Corporation (DB:CFF) 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 60.50 / share. Previously, on September 9, 2024, the share price was 48.20 / share. This represents an increase of 25.52% over that period.

DE:CFF / C&F Financial Corporation 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
(%)
2025-07-30 13F/A Old Point Trust & Financial Services N A 700 0.00 43 -8.51
2025-08-13 13F OMERS ADMINISTRATION Corp 0 -100.00 0
2025-08-13 13F Arrowstreet Capital, Limited Partnership 9,502 -57.68 587 -61.27
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 3,349 11.75 207 43.06
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 2,400 0.00 148 28.70
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 437 2.34 27 30.00
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 11 -21.43 1
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 244 0.00 16 -16.67
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 3,812 0.00 247 -15.46
2025-05-15 13F Mercer Global Advisors Inc /adv 0 -100.00 0 -100.00
2025-08-12 13F Nuveen, LLC 3,965 245
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 94 -30.88 6 -16.67
2025-08-14 13F Susquehanna International Group, Llp 5,798 -90.53 358 -91.35
2025-08-07 13F Acadian Asset Management Llc 413 0.00 0
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 8,312 0.00 538 -15.28
2025-08-29 NP SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 466 0.00 29 -9.68
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 27,031 -5.75 1,669 20.69
2025-06-26 NP FRBAX - Regional Bank Fund Class A 56,382 -0.78 3,652 -15.91
2025-08-11 13F Empowered Funds, LLC 16,562 8.83 1,022 -0.29
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 818 -25.50 50 -3.85
2025-08-11 13F HighTower Advisors, LLC 5,604 0.11 346 -8.49
2025-08-12 13F American Century Companies Inc 37,247 15.98 2,299 6.24
2025-08-15 13F WealthCollab, LLC 18 0.00 1 0.00
2025-08-08 13F Geode Capital Management, Llc 72,611 110.33 4,483 92.65
2025-05-15 13F 683 Capital Management, LLC 0 -100.00 0 -100.00
2025-08-13 13F Renaissance Technologies Llc 87,781 5.56 5,419 -3.32
2025-08-14 13F Manufacturers Life Insurance Company, The 107,026 0.16 6,607 -8.25
2025-08-14 13F Bridgeway Capital Management Inc 36,952 3.77 2,281 -4.92
2025-05-07 13F Meeder Asset Management Inc 0 -100.00 0
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 215 6.44 14 8.33
2025-08-08 13F SG Americas Securities, LLC 0 -100.00 0
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 505 -0.39 31 29.17
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 1,327 -37.61 82 -43.36
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 970 0.00 60 -9.23
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 5,702 6.20 379 -11.24
2025-05-08 13F Gsa Capital Partners Llp 0 -100.00 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 3,251 -12.58 201 11.73
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 6,858 0.56 423 -7.84
2025-08-13 13F MetLife Investment Management, LLC 1,889 117
2025-08-14 13F Raymond James Financial Inc 37,197 93.91 2,296 77.71
2025-08-14 13F Bank Of America Corp /de/ 1,989 502.73 123 454.55
2025-06-26 NP USMIX - Extended Market Index Fund 333 -10.48 22 -25.00
2025-08-12 13F O'shaughnessy Asset Management, Llc 8,136 -13.64 502 -20.82
2025-07-11 13F Trust Co Of Virginia /va 7,515 0.00 464 -8.50
2025-08-11 13F Truffle Hound Capital, LLC 51,107 -31.86 3,155 -37.59
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 728 0.00 47 -14.55
2025-08-06 13F First Horizon Advisors, Inc. 14 0.00 1
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 312 15.13 19 46.15
2025-08-11 13F Vanguard Group Inc 167,397 12.44 10,333 2.99
2025-08-13 13F Panagora Asset Management Inc 3,498 216
2025-08-13 13F Russell Investments Group, Ltd. 10 0.00 1
2025-07-28 NP AVUV - Avantis U.S. Small Cap Value 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 29,376 37.71 1,955 14.94
2025-08-05 13F Bank of New York Mellon Corp 6,874 424
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 5,286 -7.75 326 18.12
2025-08-12 13F Ameritas Investment Partners, Inc. 312 19
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1,669 103
2025-08-14 13F Fourthstone LLC 9,771 603
2025-08-29 NP BSVO - EA Bridgeway Omni Small-Cap Value ETF 16,542 8.70 1,021 -0.39
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 247 0.00 15 -6.25
2025-08-26 NP BOSVX - Omni Small-Cap Value Fund Class N 13,600 0.00 840 -8.41
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 4 0.00 0
2025-08-04 13F Amalgamated Bank 104 0
2025-07-22 13F DAVENPORT & Co LLC 7,602 0.00 469 -8.40
2025-08-14 13F Ategra Capital Management, LLC 16,472 0.00 1,017 -8.47
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 790 -21.78 49 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 16,454 0.13 1,095 -16.42
2025-08-14 13F Jane Street Group, Llc 0 -100.00 0
2025-08-27 NP Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 40 0.00 2 0.00
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 697 0.00 43 -6.52
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 20,578 2.87 1,333 -12.83
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 44,566 0.00 2,751 -8.39
2025-08-14 13F Qube Research & Technologies Ltd 0 -100.00 0
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 589 36
2025-08-11 13F Lsv Asset Management 40,767 0.25 3 0.00
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 4,652 66.32 310 39.19
2025-06-30 NP PRFZ - Invesco FTSE RAFI US 1500 Small-Mid 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 537 35
2025-08-19 13F Anchor Investment Management, LLC 268 0.00 17 -11.11
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 99,381 0.00 6,135 -8.41
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 312 0.00 19 -9.52
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 1,671 0.00 103 -8.04
2025-08-27 NP JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 705 0.00 44 -8.51
2025-08-14 13F Schonfeld Strategic Advisors LLC 0 -100.00 0
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 4,252 7.43 283 -10.48
2025-08-14 13F Wells Fargo & Company/mn 19,410 9.40 1,198 0.25
2025-08-13 13F ExodusPoint Capital Management, LP 0 -100.00 0
2025-08-14 13F Royal Bank Of Canada 5,090 -4.93 314 -13.02
2025-08-26 NP NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 1,142 -5.54 70 -13.58
2025-08-14 13F Fmr Llc 388 -0.51 24 -11.54
2025-08-11 13F Citigroup Inc 1,025 -76.66 63 -78.64
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 5,312 14.78 328 5.14
2025-08-26 NP BRSIX - Ultra-Small Company Market Fund Class N 5,390 0.00 333 -8.54
2025-06-18 NP HUSIX - Huber Capital Small Cap Value Fund Investor Class 39,394 0.00 2,552 -15.25
2025-08-13 13F Northern Trust Corp 26,708 157.63 1,649 136.10
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 459 37.43 31 15.38
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 2,068 6.38 128 -3.05
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 424 0.00 27 -15.62
2025-08-26 NP Profunds - Profund Vp Small-cap 7 -36.36 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 120 7
2025-04-17 13F Ritholtz Wealth Management 0 -100.00 0
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 11,996 3.13 777 -12.61
2025-08-04 13F Strs Ohio 5,700 352
2025-08-14 13F Point72 Asia (Singapore) Pte. Ltd. 0 -100.00 0
2025-08-14 13F Cubist Systematic Strategies, LLC 0 -100.00 0
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 384 5.21 24 35.29
2025-08-12 13F Trexquant Investment LP 3,848 238
2025-08-06 13F SOUTH STATE Corp 202 -50.00 12 -55.56
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 14,393 -10.57 932 -24.17
2025-08-26 NP BRUSX - Ultra-Small Company Fund Class N 1,100 0.00 68 -9.46
2025-08-12 13F Dimensional Fund Advisors Lp 184,812 -0.01 11,409 -8.41
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 4 -20.00 0
2025-08-21 NP MSCQX - Mercer US Small/Mid Cap Equity Fund Class I 6,897 0.00 426 -8.41
2025-08-12 13F Legal & General Group Plc 276 17
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 5,958 0.00 386 -15.38
2025-08-12 13F Charles Schwab Investment Management Inc 8,834 545
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 2,765 0.00 184 -16.82
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 1 -50.00 0
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 3,616 0.00 234 -15.22
2025-08-13 13F Quadrature Capital Ltd 3,935 243
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 16 6.67 1
2025-04-29 13F Envestnet Asset Management Inc 0 -100.00 0
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 4,217 0.00 0
2025-08-14 13F UBS Group AG 1,829 4.16 113 -5.08
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 288 50.79 18 88.89
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 576 -1.87 36 25.00
2025-05-29 NP JAFEX - Total Stock Market Index Trust NAV 53 1,666.67 4
2025-08-28 NP VYSVX - Vericimetry U.S. Small Cap Value Fund 710 0.00 44 -8.51
2025-08-14 13F Point72 (DIFC) Ltd 0 -100.00 0
2025-08-14 13F Jain Global LLC 0 -100.00 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 102 6
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 1,474 -12.99 91 11.11
2025-08-15 13F Tower Research Capital LLC (TRC) 5 0
2025-08-14 13F Bnp Paribas Arbitrage, Sa 423 370.00 26 333.33
2025-05-15 13F Aster Capital Management (DIFC) Ltd 0 -100.00 0
2025-07-18 13F Truist Financial Corp 29,593 0.00 1,827 -8.43
2025-05-15 13F SRS Capital Advisors, Inc. 0 -100.00 0
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 44,214 -0.67 2,864 -15.82
2025-07-23 NP CFSLX - Column Small Cap Fund 123 0.00 8 -11.11
2025-08-14 13F California State Teachers Retirement System 190 12
2025-08-14 13F Citadel Advisors Llc 5,148 318
2025-08-12 13F Rhumbline Advisers 3,177 2,137.32 196 2,077.78
2025-08-14 13F Two Sigma Investments, Lp 10,389 641
2025-07-15 13F Main Street Group, LTD 247 0.00 15 -6.25
2025-08-28 NP SSBIX - State Street Balanced Index Fund Class K 41 0.00 3 0.00
2025-08-14 13F Glen Eagle Advisors, LLC 32 0.00 2 -50.00
2025-08-14 13F/A Barclays Plc 5,352 32.08 0
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 56,696 -27.54 3,500 -7.21
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 1,412 -4.27 87 22.54
2025-08-25 NP TMVAX - RBC Microcap Value Fund A Shares 1,700 0.00 105 -8.77
2025-09-04 13F/A Advisor Group Holdings, Inc. 3,215 0.00 198 -8.33
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 120 7
2025-08-14 13F Hrt Financial Lp 0 -100.00 0
2025-08-14 13F First Manhattan Co 15,935 0.00 991 -8.42
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 74 0.00 5 0.00
2025-08-28 NP AXVNX - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 443 0.00 27 -6.90
2025-08-14 13F Millennium Management Llc 8,314 -84.07 513 -85.41
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 100 0.00 6 50.00
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 7 -72.00 0 -100.00
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 22,203 7.21 1,438 -9.10
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 651 -4.26 40 25.00
2025-08-13 13F EverSource Wealth Advisors, LLC 10 1
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 633 20.34 39 11.43
2025-08-11 13F rhino investment partners, Inc 0 -100.00 0
2025-08-13 13F Huber Capital Management LLC 60,569 -1.11 3,739 -9.43
2025-08-08 13F Pnc Financial Services Group, Inc. 6 0.00 0
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 8,099 0.20 525 -15.07
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 1,703 0.00 110 -15.38
2025-08-14 13F Goldman Sachs Group Inc 0 -100.00 0
2025-08-12 13F Proequities, Inc. 0 0
2025-08-29 NP John Hancock Financial Opportunities Fund 37,912 0.00 2,340 -8.38
2025-08-14 13F Balyasny Asset Management Llc 0 -100.00 0
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 15,335 -12.05 993 -25.45
2025-08-15 13F Morgan Stanley 10,351 204.89 639 180.26
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 775 -20.43 48 -27.69
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 240 0.00 16 -16.67
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 1,200 0.00 78 -15.38
2025-08-12 13F BlackRock, Inc. 151,180 684.33 9,332 618.95
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 472 -5.98 29 20.83
2025-08-08 13F/A Sterling Capital Management LLC 82 5
2025-08-13 13F New York State Common Retirement Fund 1,700 0
2025-07-28 NP AVUVX - Avantis U.S. Small Cap Value Fund Institutional 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 872 0.00 58 -15.94
2025-08-14 13F State Street Corp 34,585 156.45 2,141 133.99
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 1,140 0.97 70 29.63
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 500 0.00 32 -15.79
2025-08-12 13F Jpmorgan Chase & Co 1,442 89
Other Listings
US:CFFI US$ 71.30
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