HBI - Harvard Bioscience, Inc. Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham (DB)

Harvard Bioscience, Inc.
DE ˙ DB ˙ US4169061052
€ 0.36 ↓ -0.01 (-1.64%)
2025-09-05
BAHAGING PRESYO
Mga Batayang Estadistika
Pemilik Institusional 178 total, 175 long only, 0 short only, 3 long/short - change of -19.09% MRQ
Harga Saham 0.36
Alokasi Portofolio Rata-rata 0.0190 % - change of -27.47% MRQ
Jumlah Saham Beredar shares (source: Capital IQ)
Saham Institusional (Jangka Panjang) 24,067,094 - 54.05% (ex 13D/G) - change of -8.38MM shares -25.83% MRQ
Nilai Institusional (Jangka Panjang) $ 10,599 USD ($1000)
Kepemilikan Institusional dan Pemegang Saham

Harvard Bioscience, Inc. (DE:HBI) memiliki 178 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 24,067,094 saham. Pemegang saham terbesar meliputi AMH Equity Ltd, Harvey Partners, LLC, Vanguard Group Inc, Granahan Investment Management Inc/ma, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Dimensional Fund Advisors Lp, BlackRock, Inc., HRTVX - HEARTLAND VALUE FUND Investor Class, Acadian Asset Management Llc, and Meros Investment Management, LP .

Struktur kepemilikan institusional Harvard Bioscience, Inc. (DB:HBI) 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 0.36 / share. Previously, on September 9, 2024, the share price was 2.40 / share. This represents a decline of 85.00% over that period.

DE:HBI / Harvard Bioscience, 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
(%)
2025-06-26 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 122,406 -30.29 44 -85.67
2025-05-19 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 0 -100.00 0 -100.00
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 4,630 2.52 2 -85.71
2025-08-26 NP AFMCX - Acuitas US Microcap Fund Institutional Shares 183,193 0.00 81 -21.36
2025-08-13 13F Johnson Financial Group, Inc. 0 -100.00 0
2025-08-15 13F Tower Research Capital LLC (TRC) 15,618 3.15 7 -25.00
2025-08-14 13F UBS Group AG 792,206 3,261.79 352 2,600.00
2025-08-29 NP GGMMX - Gabelli Global Mini Mites Fund CLASS I 50,000 -23.08 22 -38.89
2025-08-14 13F Punch & Associates Investment Management, Inc. 0 -100.00 0
2025-08-15 13F Morgan Stanley 29,556 -65.11 13 -72.34
2025-08-14 13F Meros Investment Management, LP 919,945 15.76 408 -9.13
2025-05-13 13F Franklin Resources Inc 0 -100.00 0 -100.00
2025-08-05 13F Bard Associates Inc 0 -100.00 0 -100.00
2025-08-01 13F Pasadena Private Wealth, LLC 243,911 23.16 108 -3.57
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 29,367 0.00 14 -45.83
2025-08-14 13F Citadel Advisors Llc 0 -100.00 0
2025-08-26 NP NOSGX - Northern Small Cap Value Fund 32,288 -10.53 14 -30.00
2025-05-28 NP Profunds - Profund Vp Ultrasmall-cap 147 -6.37 0
2025-05-23 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 4,260 0.00 2 -75.00
2025-08-12 13F BlackRock, Inc. 1,114,575 -60.48 495 -69.05
2025-05-19 NP RCMCX - Royce Capital Fund - Micro-Cap Portfolio Investment Class 282,422 0.00 160 -73.28
2025-05-28 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 25,649 0.00 15 -74.07
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 41,295 0.62 19 -44.12
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 -100.00 0
2025-05-08 13F ProShare Advisors LLC 0 -100.00 0
2025-07-28 NP UWM - ProShares Ultra Russell2000 4,065 -18.72 2 -75.00
2025-08-07 13F Acadian Asset Management Llc 1,039,225 -3.51 0
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 1,007 -88.75 0 -100.00
2025-08-25 NP QWVOX - Clearwater Small Companies Fund 19,735 0.00 9 -27.27
2025-08-14 13F Goldman Sachs Group Inc 207,646 41.93 92 12.20
2025-03-27 NP TIEIX - TIAA-CREF Equity Index Fund Institutional Class 67,454 0.00 115 -27.22
2025-06-23 NP PPNMX - SmallCap Growth Fund I R-3 1,427 0.00 1 -100.00
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 98,883 0.00 35 -79.29
2025-08-12 13F Corebridge Financial, Inc. 0 -100.00 0
2025-08-13 13F Marshall Wace, Llp 138,700 61
2025-08-05 13F Bank of New York Mellon Corp 126,223 -39.76 56 -52.54
2025-08-05 13F Simplex Trading, Llc 0 -100.00 0
2025-07-25 13F Cwm, Llc 3,362 150.71 0
2025-07-11 13F Assenagon Asset Management S.A. 36,801 -32.38 16 -46.67
2025-08-14 13F Bank Of America Corp /de/ 6,549 -73.03 3 -84.62
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 2,056 -74.88 1 -100.00
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0 -100.00 0
2025-08-05 13F Simplex Trading, Llc Put 100 -98.36 0
2025-03-28 NP DFSU - Dimensional US Sustainability Core 1 ETF 16 0.00 0
2025-08-05 13F Simplex Trading, Llc Call 6,000 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 227,109 -76.80 101 -81.95
2025-08-05 13F Tsfg, Llc 300 0.00 0
2025-08-13 13F Invesco Ltd. 0 -100.00 0
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 58,189 -76.18 26 -81.88
2025-08-14 13F Bnp Paribas Arbitrage, Sa 1,753 -97.19 1 -100.00
2025-05-28 NP Profunds - Profund Vp Small-cap 92 -8.91 0
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 222,503 -13.93 79 -82.13
2025-08-14 13F Group One Trading, L.p. Put 0 -100.00 0
2025-08-26 NP NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 20,337 0.00 9 -18.18
2025-08-13 13F Gabelli Funds Llc 50,000 -23.08 22 -38.89
2025-08-12 13F Virtu Financial LLC 26,544 0
2025-08-18 13F Wolverine Trading, Llc Call 21,300 10
2025-05-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 6,563 0.00 4 -76.92
2025-05-28 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 984 0.00 1 -100.00
2025-08-13 13F Gamco Investors, Inc. Et Al 77,000 -9.41 34 -29.17
2025-08-18 13F Wolverine Trading, Llc Put 10,500 5
2025-08-12 13F XTX Topco Ltd 11,131 5
2025-05-09 13F R Squared Ltd 0 -100.00 0
2025-04-25 NP VCSLX - Small Cap Index Fund 15,567 -5.17 13 -63.89
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 23,525 312.00 11 150.00
2025-08-14 13F Verition Fund Management LLC 0 -100.00 0
2025-06-18 NP NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 5,030 0.00 2 -87.50
2025-05-19 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 30,800 0.00 17 -73.44
2025-07-31 13F Brighton Jones Llc 25,092 0.37 11 -21.43
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 648 -64.82 0 -100.00
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 2,443 -74.99 1 -80.00
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 11,160 -74.98 5 -84.00
2025-08-27 NP Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 1,616 0.00 1
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 415 -30.25 0 -100.00
2025-03-27 NP SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 800 0.00 1 0.00
2025-07-17 13F Janney Montgomery Scott LLC 0 -100.00 0
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 648 -65.73 0 -100.00
2025-08-14 13F Price T Rowe Associates Inc /md/ 0 -100.00 0
2025-08-08 13F Geode Capital Management, Llc 440,022 -52.33 195 -62.64
2025-08-14 13F Two Sigma Investments, Lp 197,785 14.11 88 -11.22
2025-05-28 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 3,230 0.00 2 -83.33
2025-08-14 13F Jane Street Group, Llc 70,736 491.88 31 416.67
2025-08-13 13F Federated Hermes, Inc. 1,656 0.00 1
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 0 -100.00 0
2025-08-12 13F Jpmorgan Chase & Co 0 -100.00 0
2025-06-27 NP RSSL - Global X Russell 2000 ETF 25,545 4.97 9 -78.05
2025-08-14 13F/A Barclays Plc 892 -97.86 0
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 0 -100.00 0
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 0 -100.00 0
2025-05-23 NP BRSIX - Ultra-Small Company Market Fund Class N 77,017 -39.36 44 -83.96
2025-03-26 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 14,274 0.00 24 -27.27
2025-07-29 13F Balboa Wealth Partners 11,750 4.44 5 -16.67
2025-05-27 NP Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 1,376 -0.65 1 -100.00
2025-08-14 13F Sei Investments Co 0 -100.00 0
2025-08-13 13F Russell Investments Group, Ltd. 0 -100.00 0
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 61 -25.61 0
2025-08-27 NP JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 453,803 0.00 201 -21.48
2025-08-14 13F Granahan Investment Management Inc/ma 1,501,508 -1.73 666 -22.92
2025-08-14 13F State Street Corp 149,352 -79.96 66 -84.32
2025-07-31 13F Acuitas Investments, LLC 491,092 0.00 218 -21.66
2025-05-15 13F Boothbay Fund Management, Llc 0 -100.00 0 -100.00
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 1,979 0.00 1 -100.00
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 648 -62.35 0
2025-08-12 13F Nuveen, LLC 0 -100.00 0
2025-08-14 13F Point72 Asia (Singapore) Pte. Ltd. 27,238 12
2025-07-31 13F Nisa Investment Advisors, Llc 2,289 336.83 1
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 70,593 0.00 33 -45.76
2025-05-14 13F Colonial Trust Co / SC 0 -100.00 0 -100.00
2025-08-14 13F Fmr Llc 72,274 213.85 32 146.15
2025-08-14 13F Royal Bank Of Canada 157 -92.81 0 -100.00
2025-05-28 NP QCEQRX - Equity Index Account Class R1 19,354 0.00 11 -75.00
2025-08-12 13F Deutsche Bank Ag\ 0 -100.00 0
2025-05-27 NP NSIDX - Northern Small Cap Index Fund 8,737 -61.66 5 -91.67
2025-05-28 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 14,132 -39.75 8 -85.71
2025-05-19 NP Royce Micro-cap Trust, Inc /md/ 872,055 0.00 494 -73.21
2025-05-14 13F Smartleaf Asset Management LLC 0 -100.00 0
2025-07-22 13F Gsa Capital Partners Llp 0 -100.00 0
2025-05-28 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 2,383 0.00 1 -80.00
2025-07-23 13F Abel Hall, LLC 37,334 17
2025-08-14 13F Qube Research & Technologies Ltd 51,195 23
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 0 -100.00 0
2025-08-13 13F Renaissance Technologies Llc 791,978 -10.38 351 -29.80
2025-08-04 13F AMH Equity Ltd 3,508,703 3.58 1,557 -18.78
2025-05-12 13F Connor, Clark & Lunn Investment Management Ltd. 0 -100.00 0
2025-08-12 13F Rhumbline Advisers 0 -100.00 0
2025-08-14 13F Aqr Capital Management Llc 45,706 100.64 20 66.67
2025-05-22 NP PENN SERIES FUNDS INC - Small Cap Index Fund 1,500 0.00 1 -100.00
2025-08-14 13F Legato Capital Management LLC 14,005 -4.70 6 -25.00
2025-08-14 13F Camden Capital, LLC 14,712 0.00 7 -25.00
2025-06-26 NP USCAX - Small Cap Stock Fund Shares 223,499 0.00 80 -79.32
2025-04-29 NP HRTVX - HEARTLAND VALUE FUND Investor Class 1,108,578 -7.62 627 -75.24
2025-07-24 13F Callan Family Office, LLC 29,844 13
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 579,986 0.00 257 -21.65
2025-08-06 13F Sterling Capital Management LLC 0 -100.00 0
2025-05-15 13F 272 Capital LP 0 -100.00 0
2025-05-15 13F Jacobs Levy Equity Management, Inc 0 -100.00 0
2025-06-26 NP BLACKROCK FUNDS - iShares Total U.S. Stock Market 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 6,160 0.00 2 -80.00
2025-07-30 13F Ethic Inc. 13,009 6
2025-08-28 NP IWO - iShares Russell 2000 Growth 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 29,902 -76.14 13 -81.43
2025-08-12 13F Dimensional Fund Advisors Lp 1,126,250 -21.67 500 -38.62
2025-07-18 13F Brown Shipley& Co Ltd 4,783 0.00 2 0.00
2025-08-22 NP FECGX - Fidelity Small Cap Growth 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 0 -100.00 0 -100.00
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 20,877 -0.73 10 -47.06
2025-05-19 NP RYOTX - Royce Micro-Cap Fund Investment Class 647,017 0.00 366 -73.19
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 4,139 0.00 1 -85.71
2025-08-14 13F Hrt Financial Lp 41,464 0
2025-08-11 13F Vanguard Group Inc 1,853,891 -13.32 823 -31.98
2025-08-27 NP JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 9,066 0.00 4 -20.00
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 694 -2.39 0
2025-08-12 13F Charles Schwab Investment Management Inc 0 -100.00 0
2025-07-28 NP HDG - ProShares Hedge Replication ETF 54 12.50 0
2025-05-28 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 14,200 0.00 8 -72.41
2025-03-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 52,517 0.00 90 -27.64
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 99,035 -1.75 35 -79.65
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 2,477 -74.99 1 -80.00
2025-05-23 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 4,260 0.00 2 -75.00
2025-08-14 13F Harvey Partners, LLC 2,141,099 -2.12 950 -23.26
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 1,175 -74.79 1 -100.00
2025-05-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 0 -100.00 0 -100.00
2025-07-21 13F Greenwood Capital Associates Llc 27,754 -2.58 12 -25.00
2025-07-24 13F Financial Connections Group, Inc. 300 0.00 0
2025-08-12 13F Landscape Capital Management, L.l.c. 0 -100.00 0
2025-08-14 13F Two Sigma Advisers, Lp 46,851 -65.44 21 -73.68
2025-07-29 NP Guggenheim Active Allocation Fund 234 0.00 0
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 9,948 -1.46 5 -50.00
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 218,589 -1.60 102 -45.45
2025-08-04 13F Amalgamated Bank 0 -100.00 0
2025-08-11 13F Citigroup Inc 13,833 -52.95 6 -62.50
2025-07-24 13F Williams & Novak, LLC 106,570 37.03 47 4.44
2025-08-08 13F Intech Investment Management Llc 0 -100.00 0
2025-05-20 13F/A Colony Group, LLC 0 -100.00 0 -100.00
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 1,580 0.00 1 -100.00
2025-08-05 13F Bank Of Montreal /can/ 0 -100.00 0
2025-08-13 13F Panagora Asset Management Inc 0 -100.00 0
2025-08-28 NP GMSMX - GuideMark(R) Small/Mid Cap Core Fund Service Shares 44,685 0.00 20 -24.00
2025-08-13 13F New York State Common Retirement Fund 0 -100.00 0
2025-07-24 NP BDSIX - BlackRock Advantage Small Cap Core Fund Institutional Shares 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 307 0.00 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 55,562 3.86 26 -44.44
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 10,461 55.88 4 -72.73
2025-03-26 NP SWSCX - Schwab Small-Cap Equity 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 126,539 0.00 216 -27.27
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
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 1,261,693 0.00 560 -21.71
2025-08-12 13F Proequities, Inc. 0 0
2025-08-04 13F Strs Ohio 0 -100.00 0
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 18,813 -74.99 8 -80.95
2025-05-20 NP FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF 2,046 10.00 1 -66.67
2025-08-13 13F Northern Trust Corp 188,869 -54.88 84 -64.83
2025-08-14 13F Susquehanna International Group, Llp 140,464 123.62 62 77.14
2025-08-06 13F True Wealth Design, LLC 0 -100.00 0
2025-08-11 13F Royce & Associates Lp 0 -100.00 0
2025-08-14 13F RBF Capital, LLC 160,000 -11.56 71 -30.39
2025-07-28 NP URTY - ProShares UltraPro Russell2000 2,981 -28.39 1 -66.67
2025-08-14 13F California State Teachers Retirement System 0 -100.00 0
2025-08-08 13F Pnc Financial Services Group, Inc. 7,544 -4.76 3 -25.00
2025-08-08 13F SBI Securities Co., Ltd. 8,670 0.00 4 -25.00
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 400,048 -0.15 143 -79.27
2025-03-26 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 3,317 0.00 6 -28.57
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 648 -66.48 0 -100.00
2025-05-12 13F Advisor Group Holdings, Inc. 0 -100.00 0
2025-08-13 13F EverSource Wealth Advisors, LLC 1,377 488.46 1
2025-08-14 13F Millennium Management Llc 639,867 284
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 40 -14.89 0
2025-07-25 13F Avion Wealth 0 -100.00 0
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 139,208 0.00 50 -79.41
2025-07-28 13F Triton Wealth Management, PLLC 0 -100.00 0
2025-06-18 NP GMRAX - Nationwide Small Cap Index Fund Class A 3,702 0.00 1 -83.33
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 93,061 -11.59 33 -81.67
2025-08-27 13F/A Squarepoint Ops LLC 0 -100.00 0 -100.00
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 34,163 0.00 12 -79.31
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 202,611 8.84 95 -40.13
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 3,099 -74.92 1 -83.33
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 739 0.00 0
2025-08-08 13F SG Americas Securities, LLC 21,503 82.99 0
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 104,348 0.00 37 -79.21
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 78,555 0.00 28 -79.85
2025-08-14 13F Wells Fargo & Company/mn 803 -96.53 0 -100.00
2025-08-12 13F Legal & General Group Plc 0 -100.00 0
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 1,081 -74.77 0 -100.00
2025-08-14 13F Group One Trading, L.p. 4,813 1,103.25 2
2025-05-30 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 2,632 0.00 1 -80.00
2025-08-13 13F Transce3nd, LLC 938 0.00 0
2025-08-14 13F Citadel Advisors Llc Call 79,800 817.24 35 775.00
2025-08-14 13F Group One Trading, L.p. Call 30,600 2,960.00 14
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 1,463 -74.98 1 -100.00
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 40 0.00 0
2025-08-14 13F Bridgeway Capital Management Inc 12,500 -86.04 6 -90.00
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 20,650 -77.59 9 -82.69
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 16,940 8
2025-08-12 13F Heartland Advisors Inc 0 -100.00 0
2025-05-29 NP RYRRX - Russell 2000 Fund Class A 96 28.00 0
2025-05-27 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 30,823 0.00 17 -73.85
2025-05-28 NP TLSTX - Stock Index Fund 674 0.00 0 -100.00
2025-08-14 13F Raymond James Financial Inc 3,750 2
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 263,328 -22.14 94 -83.91
2025-08-06 13F Rialto Wealth Management, LLC 1,081 0
2025-07-24 13F IFP Advisors, Inc 0 -100.00 0
2025-08-14 13F Citadel Advisors Llc Put 11,500 475.00 5 400.00
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 11,615 -20.34 4 -83.33
2025-04-01 13F Massmutual Trust Co Fsb/adv 0 -100.00 0
2025-08-12 13F Ameritas Investment Partners, Inc. 0 -100.00 0
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 3,631 0.00 1 -83.33
2025-03-28 NP DFAU - Dimensional US Core Equity Market ETF 8 0.00 0
Other Listings
US:HBIO US$ 0.48
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