PGA - Pangaea Logistics Solutions, Ltd. Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham (BST)

Pangaea Logistics Solutions, Ltd.
DE ˙ BST
Mga Batayang Estadistika
Pemilik Institusional 221 total, 220 long only, 0 short only, 1 long/short - change of -6.33% MRQ
Alokasi Portofolio Rata-rata 0.0377 % - change of -26.74% MRQ
Jumlah Saham Beredar shares (source: Capital IQ)
Saham Institusional (Jangka Panjang) 28,387,226 - 43.51% (ex 13D/G) - change of -1.60MM shares -5.35% MRQ
Nilai Institusional (Jangka Panjang) $ 131,808 USD ($1000)
Kepemilikan Institusional dan Pemegang Saham

Pangaea Logistics Solutions, Ltd. (DE:PGA) memiliki 221 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 28,387,226 saham. Pemegang saham terbesar meliputi Rockland Trust Co, BlackRock, Inc., Dimensional Fund Advisors Lp, Wellington Management Group Llp, Cable Car Capital LLC, American Century Companies Inc, AVUV - Avantis U.S. Small Cap Value ETF, Geode Capital Management, Llc, IWM - iShares Russell 2000 ETF, and Vanguard Group Inc .

Struktur kepemilikan institusional Pangaea Logistics Solutions, Ltd. (BST:PGA) 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%.

DE:PGA / Pangaea Logistics Solutions, Ltd. 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
(%)
2025-07-28 NP VCSLX - Small Cap Index Fund 15,422 28.83 69 13.11
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 13,298 0.00 54 -23.19
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 134,416 3.48 542 -20.56
2025-08-08 13F/A Sterling Capital Management LLC 805 28.59 4 50.00
2025-03-31 NP FSMD - Fidelity Small-Mid Factor ETF 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 75,240 39.94 395 14.49
2025-05-27 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 641 0.00 3 0.00
2025-08-13 13F Marshall Wace, Llp 0 -100.00 0
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 9,746 -37.24 46 -38.36
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 1,037 0.00 5 -20.00
2025-08-14 13F Manufacturers Life Insurance Company, The 11,223 -7.60 53 -8.77
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 62,914 0.00 254 -23.33
2025-08-15 13F/A Cable Car Capital LLC 985,623 2.07 4,632 0.78
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 765 0.00 4 0.00
2025-08-12 13F SRS Capital Advisors, Inc. 173 0.00 1
2025-08-13 13F MetLife Investment Management, LLC 19,196 25.62 90 25.00
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 67,631 -15.95 318 -17.02
2025-05-05 13F Lindbrook Capital, Llc 354 2
2025-08-14 13F Bnp Paribas Arbitrage, Sa 3,186 42.61 15 40.00
2025-08-12 13F Ameritas Investment Partners, Inc. 3,008 14
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 180,273 26.06 811 10.79
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 37,401 0.00 151 -23.47
2025-07-28 NP HDG - ProShares Hedge Replication ETF 48 29.73 0
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 12,381 -30.84 58 -31.76
2025-08-13 13F EverSource Wealth Advisors, LLC 794 -31.20 4 -40.00
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 32,958 -16.35 155 -17.65
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 8 -11.11 0
2025-08-12 13F Jefferies Financial Group Inc. 85,868 0.00 404 -1.23
2025-08-12 13F Rhumbline Advisers 47,986 -1.69 226 -3.02
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 174,995 11.47 705 -14.44
2025-08-14 13F Susquehanna International Group, Llp Put 14,300 67
2025-08-14 13F Susquehanna International Group, Llp 108,898 91.03 512 88.56
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 4,633 0.00 19 -25.00
2025-08-11 13F Citigroup Inc 12,904 -52.36 61 -53.12
2025-08-13 13F WealthTrust Axiom LLC 19,858 -12.43 93 -13.08
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 996 30.37 5 33.33
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 3,751 1.71 18 0.00
2025-08-08 13F Intech Investment Management Llc 19,160 -15.10 90 -15.89
2025-07-11 13F Farther Finance Advisors, LLC 205 -72.96 1 -100.00
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 16 0.00 0
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 9,920 0.00 47 -2.13
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 104 -20.61 0
2025-05-15 13F Sherbrooke Park Advisers Llc 0 -100.00 0
2025-05-27 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 1,687 19.65 8 14.29
2025-08-11 13F Empowered Funds, LLC 411,179 7.66 1,933 6.33
2025-05-29 NP JAFEX - Total Stock Market Index Trust NAV 775 62.82 4 50.00
2025-05-14 13F Smartleaf Asset Management LLC 0 -100.00 0
2025-05-15 13F Quarry LP 0 -100.00 0
2025-06-26 NP TIEIX - TIAA-CREF Equity Index Fund Institutional Class 57,721 0.00 233 -23.43
2025-07-24 13F IFP Advisors, Inc 0 -100.00 0
2025-08-14 13F Algert Global Llc 0 -100.00 0
2025-08-14 13F Quantinno Capital Management LP 51,705 225.80 243 224.00
2025-05-19 NP PENNX - Royce Pennsylvania Mutual Fund Investment Class 558,804 2,660
2025-08-13 13F New York State Common Retirement Fund 1,507 0.00 0
2025-08-14 13F Citadel Advisors Llc 13,853 65
2025-08-26 NP BOSVX - Omni Small-Cap Value Fund Class N 296,300 0.00 1,393 -1.28
2025-07-10 13F Rockland Trust Co 8,552,689 0.00 40,198 -1.26
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 62,403 18.02 293 16.73
2025-08-12 13F BlackRock, Inc. 2,526,188 -5.79 11,873 -6.97
2025-08-14 13F Citadel Advisors Llc Call 29,000 218.68 136 216.28
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 6,561 5.45 31 3.45
2025-08-13 13F Victory Capital Management Inc 199,031 35.01 935 33.38
2025-08-11 13F Lsv Asset Management 0 -100.00 0
2025-08-14 13F Aqr Capital Management Llc 18,043 -55.86 85 -56.70
2025-08-15 13F Morgan Stanley 203,254 -26.91 955 -27.82
2025-08-12 13F O'shaughnessy Asset Management, Llc 0 -100.00 0
2025-08-14 13F Goldman Sachs Group Inc 232,103 -0.61 1,091 -1.89
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 4,892 0.00 23 -4.35
2025-07-21 13F Hudson Valley Investment Advisors Inc /adv 23,000 0.00 108 -0.92
2025-08-14 13F GWM Advisors LLC 300 -0.66 1 0.00
2025-08-12 13F Charles Schwab Investment Management Inc 87,441 -12.33 411 -13.50
2025-05-15 13F PharVision Advisers, LLC 0 -100.00 0
2025-08-12 13F Jpmorgan Chase & Co 14,092 -85.40 66 -85.62
2025-08-14 13F Two Sigma Securities, Llc 0 -100.00 0
2025-08-04 13F Amalgamated Bank 1,228 0.00 0
2025-06-25 NP TASVX - PGIM QMA SMALL-CAP VALUE FUND Class Z 145,800 0.00 588 -23.27
2025-08-14 13F 683 Capital Management, LLC 565,000 -7.38 2,656 -8.54
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 357,433 21.09 1,440 -7.04
2025-05-02 13F/A Voya Investment Management Llc 0 -100.00 0
2025-08-14 13F Fmr Llc 3,916 453.11 18 500.00
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 10,318 0.00 48 -2.04
2025-08-14 13F Bridgeway Capital Management Inc 707,479 4.31 3,325 3.00
2025-08-28 NP SFLO - VictoryShares Small Cap Free Cash Flow ETF 20,669 207.12 97 102.08
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 11,664 0.00 55 -1.82
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 32,178 0.00 130 -23.21
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 2,955 0.00 14 -7.14
2025-08-14 13F Mariner, LLC 23,693 -7.28 111 -8.26
2025-05-07 13F Mackenzie Financial Corp 0 -100.00 0 -100.00
2025-08-13 13F Walleye Capital LLC 0 -100.00 0
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 92,994 2.52 375 -21.43
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 86,986 0.00 351 -23.25
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 512,373 0.00 2,408 -1.23
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 190,941 -0.05 859 -12.17
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 14,523 -5.06 68 -5.56
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 23,594 9.33 106 -3.64
2025-08-14 13F Engineers Gate Manager LP 0 -100.00 0
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 17,222 -1.59 81 -3.61
2025-07-25 13F Cwm, Llc 1,108 -75.05 0
2025-06-26 NP Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 24,864 63.51 100 26.58
2025-08-26 NP Profunds - Profund Vp Small-cap 68 -17.07 0
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 3,879 0.00 18 0.00
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 2,203 0.00 10 -18.18
2025-05-28 NP QCEQRX - Equity Index Account Class R1 18,024 0.00 86 -11.46
2025-08-14 13F Hrt Financial Lp 42,611 0
2025-08-11 13F Rothschild Investment Llc 0 -100.00 0
2025-08-14 13F Group One Trading, L.p. 0 -100.00 0
2025-08-27 13F/A Squarepoint Ops LLC 0 -100.00 0 -100.00
2025-08-14 13F Millennium Management Llc 44,947 -44.03 211 -44.76
2025-05-14 13F Public Employees Retirement System Of Ohio 0 -100.00 0
2025-08-26 NP GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 7,634 236.74 36 118.75
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 3,860 0.00 18 0.00
2025-08-13 13F Renaissance Technologies Llc 594,100 -0.50 2,792 -1.76
2025-08-12 13F Proequities, Inc. 0 0
2025-07-08 13F Parallel Advisors, LLC 103 41.10 0
2025-08-01 13F Bessemer Group Inc 2,500 0
2025-08-08 13F SG Americas Securities, LLC 37,688 15.24 0
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 665 0.00 3 -33.33
2025-05-21 13F Acadian Asset Management Llc 0 -100.00 0
2025-05-15 13F Jacobs Levy Equity Management, Inc 0 -100.00 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 813,543 -8.45 3,824 -9.60
2025-08-13 13F State Board Of Administration Of Florida Retirement System 10,440 0.00 49 0.00
2025-08-15 13F Tower Research Capital LLC (TRC) 9,211 110.01 43 115.00
2025-05-16 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 0 -100.00 0 -100.00
2025-08-14 13F Citadel Advisors Llc Put 0 -100.00 0 -100.00
2025-08-14 13F Two Sigma Advisers, Lp 0 -100.00 0
2025-03-31 NP FZROX - Fidelity ZERO 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 14,119 0.00 74 -17.78
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 3,008 0.00 14 0.00
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 27,590 130
2025-06-25 NP GCSIX - Goldman Sachs Small Cap Equity Insights Fund Institutional 24,062 22.42 97 -32.39
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 92,906 25.97 374 -3.36
2025-07-14 13F GAMMA Investing LLC 0 -100.00 0
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 4,127 18.83 17 -11.11
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 16,302 -23.62 77 -24.75
2025-05-15 13F Boothbay Fund Management, Llc 0 -100.00 0 -100.00
2025-05-19 NP RCPFX - Royce Capital Fund - Small-Cap Portfolio Investment Class 423,803 -38.48 2,017 -45.37
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 16,774 -0.79 79 -2.50
2025-08-14 13F Price T Rowe Associates Inc /md/ 35,472 7.26 0
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 4,973 0.00 20 -23.08
2025-07-21 13F West Financial Advisors, LLC 200 1
2025-08-08 13F Geode Capital Management, Llc 814,190 -6.50 3,828 -7.69
2025-08-11 13F Vanguard Group Inc 709,465 -3.63 3,334 -4.85
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 12,909 0.00 58 -12.12
2025-08-12 13F Archer Investment Corp 50 400.00 0
2025-07-28 NP URTY - ProShares UltraPro Russell2000 2,652 -17.20 12 -31.25
2025-05-15 13F EP Wealth Advisors, Inc. 0 -100.00 0 -100.00
2025-07-28 NP UWM - ProShares Ultra Russell2000 3,618 -5.93 16 -15.79
2025-08-26 NP BOAT - SonicShares Global Shipping ETF 28,149 54.70 132 53.49
2025-07-07 13F Versant Capital Management, Inc 6,472 292.72 30 328.57
2025-08-28 NP SMVIX - Simt Small Cap Value Fund Class I 20,207 55.44 95 54.10
2025-06-25 NP GSATX - Goldman Sachs Small Cap Value Insights Fund Class A 33,557 0.00 135 -23.30
2025-08-12 13F Nuveen, LLC 95,122 -15.93 447 -16.91
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 317,440 -4.48 1,492 -5.69
2025-08-08 13F Pnc Financial Services Group, Inc. 1,046 369.06 5 300.00
2025-08-14 13F Jane Street Group, Llc 62,799 231.20 295 227.78
2025-09-04 13F/A Advisor Group Holdings, Inc. 1,879 0.00 9 0.00
2025-07-28 NP AVUSX - Avantis U.S. Equity 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 2,021 0.00 9 -10.00
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 2,809 17.34 11 -8.33
2025-08-14 13F State Street Corp 628,254 12.28 2,953 10.85
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 6,331 -1.63 30 -3.33
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 6,061 4.28 28 3.70
2025-08-12 13F Deutsche Bank Ag\ 11,539 -45.74 54 -46.53
2025-08-06 13F Commonwealth Equity Services, Llc 10,493 0.96 0
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 8,909 0.00 42 -2.38
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 40 0.00 0
2025-08-05 13F Bank of New York Mellon Corp 83,206 -1.74 391 -2.98
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 370,913 18.77 1,495 -8.85
2025-08-28 NP SLLAX - SIMT Small Cap Fund Class F 18,297 30.43 86 -15.84
2025-08-14 13F California State Teachers Retirement System 2,271 0.00 11 0.00
2025-08-28 NP SSMHX - State Street Small/mid Cap Equity Index Portfolio This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12,500 0.00 59 -1.69
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 2,100 0.00 9 -10.00
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 121 5.22 0
2025-08-12 13F Dimensional Fund Advisors Lp 2,346,473 8.10 11,029 6.74
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 1,400 0.00 7 0.00
2025-08-14 13F Alliancebernstein L.p. 32,710 72.98 154 70.00
2025-05-12 13F Virtu Financial LLC 0 -100.00 0
2025-07-17 13F Lakewood Asset Management LLC 37,237 0.00 175 -1.13
2025-08-12 13F LPL Financial LLC 14,425 0.00 68 -1.47
2025-08-14 13F Bank Of America Corp /de/ 16,923 -62.26 80 -62.91
2025-07-31 13F Oppenheimer & Co Inc 18,500 50.41 87 48.28
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 12,924 7.58 61 5.26
2025-08-08 13F Creative Planning 23,094 94.23 109 92.86
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 282,511 19.36 1,139 -8.37
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 38,569 0.00 181 -1.09
2025-06-26 NP USMIX - Extended Market Index Fund 3,096 -15.20 12 -36.84
2025-08-13 13F Russell Investments Group, Ltd. 378 27.27 2 0.00
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 617 12.39 3 0.00
2025-08-07 13F LOM Asset Management Ltd 5,000 0
2025-08-11 13F Royce & Associates Lp 0 -100.00 0
2025-08-28 NP STMSX - Simt Tax-managed Small/mid Cap Fund Class F 15,164 -55.49 71 -56.17
2025-08-08 13F Larson Financial Group LLC 0 -100.00 0
2025-05-15 13F Lazard Asset Management Llc 0 -100.00 0
2025-08-01 13F Koss-Olinger Consulting, LLC 108,199 -6.75 509 -7.97
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 643 1.58 3 -33.33
2025-06-27 NP RSSL - Global X Russell 2000 ETF 21,546 19.58 87 -8.51
2025-08-13 13F Epoch Investment Partners, Inc. 155,739 732
2025-08-14 13F CoreCap Advisors, LLC 0 -100.00 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 12,490 81.28 59 81.25
2025-07-22 13F Relyea Zuckerberg Hanson LLC 23,077 0.00 108 -0.92
2025-05-14 13F Campbell & CO Investment Adviser LLC 0 -100.00 0
2025-08-14 13F/A Skopos Labs, Inc. 538 -83.71 3 -86.67
2025-08-14 13F Flat Footed LLC 193,575 910
2025-08-14 13F Aquatic Capital Management LLC 7,954 37
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 16,551 -10.79 85 -3.41
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 3,295 0.00 13 -23.53
2025-08-27 NP Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 3,386 0.00 16 -6.25
2025-08-14 13F Royal Bank Of Canada 28,723 455.89 135 440.00
2025-08-14 13F Wellington Management Group Llp 1,455,444 -8.85 6,841 -10.00
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 5,721 0.00 27 -3.70
2025-08-27 NP JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 8,083 0.00 38 -2.63
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 27,700 11.24 130 10.17
2025-08-14 13F Two Sigma Investments, Lp 0 -100.00 0
2025-08-14 13F D. E. Shaw & Co., Inc. 0 -100.00 0
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 371 -18.82 1 -50.00
2025-08-14 13F Federation des caisses Desjardins du Quebec 1,000 0.00 5 0.00
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 14,280 72.46 67 71.79
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 3,080 0.00 14 0.00
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 70 -5.41 0
2025-08-14 13F/A Barclays Plc 69,905 46.34 0
2025-06-18 NP GMRAX - Nationwide Small Cap Index Fund Class A 2,586 0.00 10 -23.08
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 152 -5.00 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 61,721 0.00 278 -12.34
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 922,278 5.61 4,150 -7.18
2025-07-24 13F Us Bancorp \de\ 0 -100.00 0
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 6,957 32.94 28 3.70
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 7,492 169.98 30 114.29
2025-08-11 13F Covestor Ltd 256 -18.47 0
2025-08-13 13F Arrowstreet Capital, Limited Partnership 0 -100.00 0
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 35 -2.78 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 621,580 2.85 2,505 -21.06
2025-08-12 13F Legal & General Group Plc 2,756 -13.63 13 -20.00
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 29,549 0.00 133 -12.58
2025-08-05 13F Simplex Trading, Llc 0 -100.00 0
2025-08-13 13F Northern Trust Corp 228,144 -16.18 1,072 -17.22
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 4,289 142.59 20 150.00
2025-07-09 13F Harbor Capital Advisors, Inc. 646 1.57 0
2025-08-14 13F RBF Capital, LLC 87,886 0.00 413 -1.20
2025-05-02 13F Cornercap Investment Counsel Inc 0 -100.00 0
2025-05-09 13F Hillsdale Investment Management Inc. 0 -100.00 0
2025-04-30 13F Cornerstone Planning Group LLC 0 -100.00 0
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 6,150 0.00 29 -3.45
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 4,518 -7.80 21 -8.70
2025-08-13 13F Invesco Ltd. 73,867 -17.81 347 -18.74
2025-08-14 13F Raymond James Financial Inc 55 0
2025-08-06 13F True Wealth Design, LLC 2 -99.58 0 -100.00
2025-04-17 13F Janney Montgomery Scott LLC 0 -100.00 0
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 42 -16.00 0
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 71,036 -14.86 286 -34.70
2025-08-12 13F American Century Companies Inc 951,734 -5.67 4,473 -6.85
2025-03-31 NP FZIPX - Fidelity ZERO 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 9,740 0.00 51 -17.74
2025-07-08 13F Nbc Securities, Inc. 0 -100.00 0
2025-08-14 13F Petrus Trust Company, LTA 0 -100.00 0
2025-08-12 13F Corebridge Financial, Inc. 0 -100.00 0
2025-08-28 NP MMEAX - Victory Integrity Discovery Fund Class A 85,500 18.09 402 16.57
2025-05-27 NP GSCYX - SMALL CAP EQUITY FUND Institutional 0 -100.00 0 -100.00
2025-08-12 13F J.w. Cole Advisors, Inc. 13,748 65
2025-08-14 13F Toroso Investments, LLC 28,149 54.70 132 53.49
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 24,234 0.00 109 -12.10
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 36,161 0.00 146 -23.28
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 59,198 3.28 266 -9.22
2025-05-19 NP RYVFX - Royce Small-Cap Value Fund Service Class 207,123 -23.63 986 -32.21
2025-08-14 13F Wells Fargo & Company/mn 20,136 -7.52 95 -8.74
2025-05-16 13F Coppell Advisory Solutions LLC 0 -100.00 0
2025-08-14 13F UBS Group AG 24,865 -9.96 117 -11.45
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 49,059 8.20 221 -5.17
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 70,185 3.89 283 -20.34
2025-07-23 NP CFSLX - Column Small Cap Fund 3,380 0.00 15 -11.76
2025-08-07 13F Allworth Financial LP 15 -76.92 0
2025-08-04 13F Roble, Belko & Company, Inc 10 0.00 0
2025-07-31 13F Nisa Investment Advisors, Llc 289 87.66 1
2025-08-18 13F Hollencrest Capital Management 36 0.00 0
2025-08-14 13F Qube Research & Technologies Ltd 0 -100.00 0
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 2,782 0.00 13 -14.29
Other Listings
US:PANL US$ 5.35
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