AOMR - Angel Oak Mortgage REIT, Inc. Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham (NYSE)

Angel Oak Mortgage REIT, Inc.
US ˙ NYSE ˙ US03464Y1082

Mga Batayang Estadistika
Pemilik Institusional 181 total, 181 long only, 0 short only, 0 long/short - change of 1.69% MRQ
Alokasi Portofolio Rata-rata 0.0602 % - change of 5.27% MRQ
Jumlah Saham Beredar shares (source: Capital IQ)
Saham Institusional (Jangka Panjang) 18,458,209 - 77.67% (ex 13D/G) - change of -0.42MM shares -2.20% MRQ
Nilai Institusional (Jangka Panjang) $ 172,101 USD ($1000)
Kepemilikan Institusional dan Pemegang Saham

Angel Oak Mortgage REIT, Inc. (US:AOMR) memiliki 181 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 18,458,209 saham. Pemegang saham terbesar meliputi Morgan Stanley, Davidson Kempner Capital Management Lp, Masters Capital Management Llc, BlackRock, Inc., Vanguard Group Inc, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Victory Capital Management Inc, Geode Capital Management, Llc, State Street Corp, and IWM - iShares Russell 2000 ETF .

Struktur kepemilikan institusional Angel Oak Mortgage REIT, Inc. (NYSE:AOMR) 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 10.05 / share. Previously, on September 9, 2024, the share price was 10.37 / share. This represents a decline of 3.09% over that period.

AOMR / Angel Oak Mortgage REIT, 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.

Rasio Put/Call Institusional

Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.

Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.

AOMR / Angel Oak Mortgage REIT, Inc. Historical Put/Call Ratio
Pengajuan 13D/G

Kami menyajikan pengajuan 13D/G secara terpisah dari pengajuan 13F karena perlakuan yang berbeda oleh SEC. Pengajuan 13D/G dapat diajukan oleh kelompok investor (dengan satu pemimpin), sedangkan pengajuan 13F tidak bisa. Hal ini mengakibatkan situasi di mana seorang investor dapat mengajukan 13D/G yang melaporkan satu nilai untuk total saham (mewakili semua saham yang dimiliki oleh kelompok investor), tetapi kemudian mengajukan 13F yang melaporkan nilai yang berbeda untuk total saham (mewakili kepemilikan mereka sendiri). Ini berarti bahwa kepemilikan saham dari pengajuan 13D/G dan pengajuan 13F seringkali tidak dapat dibandingkan secara langsung, sehingga kami menyajikannya secara terpisah.

Catatan: Mulai 16 Mei 2021, kami tidak lagi menampilkan pemilik yang belum mengajukan 13D/G dalam setahun terakhir. Sebelumnya, kami menampilkan riwayat lengkap pengajuan 13D/G. Secara umum, entitas yang diwajibkan untuk mengajukan pengajuan 13D/G harus mengajukan setidaknya setiap tahun sebelum mengirimkan pengajuan penutupan. Namun, terkadang dana keluar dari posisi tanpa mengirimkan pengajuan penutupan (misalnya, mereka menghentikan operasi), sehingga menampilkan riwayat lengkap terkadang menyebabkan kebingungan tentang kepemilikan saat ini. Untuk mencegah kebingungan, kami sekarang hanya menampilkan pemilik 'saat ini' - yaitu - pemilik yang telah mengajukan dalam setahun terakhir.

Upgrade to unlock premium data.

Tanggal File Formulir Investor Sebelumnya
Saham
Terbaru
Saham
Δ Saham
(Persen)
Kepemilikan
(Persen)
Δ Pagmamay-ari
(Persen)
2025-08-25 13D/A Xylem Finance LLC 4,729,210 4,134,210 -12.58 17.40 -13.52
2024-11-14 13G/A MORGAN STANLEY 5,172,063 5,172,061 -0.00 22.20 7.25
2024-09-19 13D/A DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 5,681,869 5,181,869 -8.80 22.22 -8.93
2024-09-05 13G/A CANADA PENSION PLAN INVESTMENT BOARD 2,105,263 0 -100.00 0.00 -100.00
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
(%)
2025-08-15 13F Tower Research Capital LLC (TRC) 2,369 119.15 22 120.00
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 8,874 -11.16 84 -12.63
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 503 0.00 5 -20.00
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 6,815 -4.38 64 -4.48
2025-07-30 NP AUERX - Auer Growth Fund 21,000 191
2025-08-14 13F CF Capital LLC 200,000 18.96 1,882 18.51
2025-08-14 13F Voya Investment Management Llc 28,482 41.64 268 40.31
2025-07-28 13F Ritholtz Wealth Management 82,212 -11.18 774 -12.24
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 30,456 0.00 288 -7.72
2025-03-25 NP PMAIX - Pioneer Multi-Asset Income Fund : Class A 297,120 0.00 3,037 13.28
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 162 -51.64 2 -66.67
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 418 0.00 4 0.00
2025-08-11 13F Vanguard Group Inc 838,455 -3.98 7,898 -5.08
2025-08-14 13F Alliancebernstein L.p. 16,780 29.28 158 28.46
2025-07-30 13F Sanders Morris Harris Llc 16,000 0.00 151 -1.32
2025-08-13 13F Marshall Wace, Llp 196,082 9.85 1,847 8.58
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 2,610 25.72 25 26.32
2025-06-27 NP PKW - Invesco BuyBack Achievers 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 10,303 97
2025-08-14 13F Algert Global Llc 10,980 -32.18 0
2025-08-13 13F New York State Common Retirement Fund 6,968 0.00 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 934 0.00 9 -11.11
2025-08-15 13F Morgan Stanley 5,172,071 0.00 48,721 -1.15
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 5,330 -0.73 49 -9.43
2025-05-15 13F Alpine Global Management, LLC 0 -100.00 0 -100.00
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 46 2.22
2025-05-27 NP FAEQX - PFM Multi-Manager Domestic Equity Fund Institutional Class 0 -100.00 0 -100.00
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 21,404 9.06 195 -0.51
2025-08-14 13F Susquehanna International Group, Llp 17,832 -3.44 168 -5.11
2025-08-13 13F EverSource Wealth Advisors, LLC 8 -93.65 0 -100.00
2025-07-21 13F Creative Capital Management Investments LLC 397 4
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 27,922 0.00 254 -8.63
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 43 0.00 0
2025-05-16 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 1,400 -67.44 13 -66.67
2025-08-14 13F Ameriprise Financial Inc 63,867 -13.06 602 -14.14
2025-05-29 NP JAEWX - Small Cap Index Trust NAV 2,325 -8.61 22 -33.33
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 2,747 27.35 26 13.64
2025-06-23 NP PPNMX - SmallCap Growth Fund I R-3 350 0.00 3 0.00
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 0 -100.00 0 -100.00
2025-08-08 13F Geode Capital Management, Llc 321,084 1.68 3,025 0.50
2025-08-12 13F Coldstream Capital Management Inc 0 -100.00 0
2025-08-12 13F O'shaughnessy Asset Management, Llc 143,285 -15.98 1,350 -16.98
2025-08-14 13F/A Barclays Plc 21,658 67.71 0
2025-08-14 13F Bnp Paribas Arbitrage, Sa 3,929 342.95 37 362.50
2025-07-28 NP HDG - ProShares Hedge Replication ETF 16 14.29 0
2025-08-12 13F Charles Schwab Investment Management Inc 40,398 0.00 381 -1.04
2025-08-26 NP TLSTX - Stock Index Fund 253 0.00 2 0.00
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 185 -91.27 2 -95.24
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 200 0.00 2 0.00
2025-09-04 13F/A Advisor Group Holdings, Inc. 4,707 11.88 44 10.00
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 82,832 -2.62 755 -11.08
2025-05-16 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 2,721 -71.42 26 -71.59
2025-08-14 13F Two Sigma Advisers, Lp 48,200 14.76 454 13.50
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 9,942 0.00 94 -7.92
2025-08-12 13F BlackRock, Inc. 893,624 -5.09 8,418 -6.20
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 134,067 5.31 1,267 -2.69
2025-06-25 NP GSAOX - Goldman Sachs Small Cap Growth Insights Fund Class A 1,920 18
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 1,604 0.00 15 -6.25
2025-08-12 13F Proequities, Inc. 0 0
2025-06-27 NP RSSL - Global X Russell 2000 ETF 7,195 5.45 68 -2.90
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 3,452 -10.13 31 -18.42
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 12 -7.69 0
2025-07-15 13F Public Employees Retirement System Of Ohio 0 -100.00 0
2025-08-04 13F Wolverine Asset Management Llc 224,226 160.32 2,112 157.56
2025-08-14 13F Citadel Advisors Llc 0 -100.00 0
2025-08-28 NP GMSMX - GuideMark(R) Small/Mid Cap Core Fund Service Shares 2,178 0.00 21 0.00
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 592 59.14 6 66.67
2025-03-19 NP NWHDX - Nationwide Bailard Cognitive Value Fund Class A 0 -100.00 0 -100.00
2025-08-14 13F Royal Bank Of Canada 2,391 -58.14 23 -57.41
2025-08-26 NP REM - iShares Mortgage Real Estate 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 155,901 -19.78 1,469 -20.73
2025-06-27 NP PCSGX - PACE Small/Medium Co Growth Equity Investments Class P 1,500 0.00 14 -6.67
2025-08-21 NP LUSIX - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 1,476 -3.72 14 -7.14
2025-08-08 13F/A Sterling Capital Management LLC 219 51.03 2 100.00
2025-08-11 13F Citigroup Inc 5,242 -45.10 49 -46.15
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 29 3.57 0
2025-08-14 13F Cubist Systematic Strategies, LLC 13,426 2.25 126 0.80
2025-05-15 13F Point72 Asia (Singapore) Pte. Ltd. 0 -100.00 0 -100.00
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 560 0.00 5 0.00
2025-08-12 13F Nuveen, LLC 16,062 -51.65 151 -52.22
2025-08-26 NP Profunds - Profund Vp Small-cap 28 3.70 0
2025-08-14 13F Vivaldi Capital Management, LLC 116,379 5.70 1,096 4.48
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 557 0.00 5 0.00
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 59,155 8.95 539 -0.55
2025-08-11 13F Rothschild Investment Llc 75 -25.00 1
2025-07-24 13F IFP Advisors, Inc 6 0
2025-08-05 13F Bank of New York Mellon Corp 236,929 0.82 2,232 -0.36
2025-07-30 NP RIET - Hoya Capital High Dividend Yield ETF 124,280 29.20 1,132 18.04
2025-08-11 13F Covestor Ltd 322 -7.74 0
2025-07-25 13F Cwm, Llc 624 216.75 0
2025-08-14 13F Bank Of America Corp /de/ 24,516 253.00 231 248.48
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 3,580 -23.50 34 -25.00
2025-08-14 13F Davidson Kempner Capital Management Lp 4,729,210 -8.74 44,549 -9.79
2025-08-14 13F UBS Group AG 23,005 -68.98 217 -69.41
2025-08-14 13F Jane Street Group, Llc 17,008 -63.98 160 -64.37
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 63 5.00 1
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 290 0.00 3 0.00
2025-05-27 NP GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 11,963 723.90 114 660.00
2025-08-01 13F Bessemer Group Inc 130 0.00 0
2025-07-28 NP VCSLX - Small Cap Index Fund 5,051 11.30 46 2.22
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 1,478 0.00 14 -7.14
2025-08-04 13F Roble, Belko & Company, Inc 55 3.77 0
2025-06-27 NP PMACX - Victory Pioneer Multi-Asset Income Fund Class C 297,120 2,808
2025-04-22 13F Rappaport Reiches Capital Management, LLC 17,921 0.00 171 2.41
2025-05-14 13F Jump Financial, LLC 0 -100.00 0
2025-08-07 13F Campbell & CO Investment Adviser LLC 20,071 189
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 17 -5.56 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 27,748 3.21 261 1.95
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 1,894 0.00 18 -5.56
2025-08-13 13F Jacobs Asset Management, Llc 270,000 -1.55 2,543 -2.68
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 73 7.35 1
2025-08-13 13F Northern Trust Corp 123,615 -8.94 1,164 -9.98
2025-07-11 13F Farther Finance Advisors, LLC 3 0.00 0
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 195,002 -21.85 1,837 -22.79
2025-08-13 13F Amundi 0 -100.00 0
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 891 0.00 8 0.00
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 1,600 0.00 15 -6.67
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 604 0.00 6 0.00
2025-08-08 13F Islay Capital Management, Llc 2,500 24
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 1,425 84.11 13 85.71
2025-08-07 13F Allworth Financial LP 27 0
2025-08-14 13F Millennium Management Llc 0 -100.00 0
2025-05-27 NP Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 528 -0.56 5 25.00
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 6,112 0.00 58 -1.72
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 51,532 36.56 485 35.10
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 12,425 0.00 117 -0.85
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 4,892 0.00 46 0.00
2025-07-31 13F Nisa Investment Advisors, Llc 3,739 -26.72 35 -27.08
2025-06-18 NP GMRAX - Nationwide Small Cap Index Fund Class A 1,198 0.00 11 -8.33
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 643 0.00 6 0.00
2025-08-14 13F D. E. Shaw & Co., Inc. 34,592 326
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 3,537 33
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 6,460 142.86 61 140.00
2025-08-04 13F Strs Ohio 2,600 0.00 24 0.00
2025-08-14 13F Jacobs Levy Equity Management, Inc 15,161 -73.30 143 -73.75
2025-08-14 13F Hrt Financial Lp 29,754 0
2025-08-22 NP FEAC - Fidelity Enhanced U.S. All-Cap Equity ETF 76 13.43 1
2025-08-06 13F True Wealth Design, LLC 9 -35.71 0
2025-07-28 NP UWM - ProShares Ultra Russell2000 1,185 -18.67 11 -28.57
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 1,346 2.20 13 -7.69
2025-05-28 NP QCSTRX - Stock Account Class R1 17,160 3,003.07 164 3,975.00
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 538,063 2.27 5,069 1.10
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 9,300 -3.12 88 -4.40
2025-08-14 13F Lazard Asset Management Llc 17,994 0.89 0
2025-08-14 13F State Street Corp 318,585 3.50 3,001 2.32
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 1,402 0.00 13 0.00
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 3,681 0.00 35 -2.86
2025-08-12 13F Jpmorgan Chase & Co 27,609 -73.11 260 -73.42
2025-08-12 13F Legal & General Group Plc 1,142 0.00 11 0.00
2025-05-16 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 14,581 378.07 139 331.25
2025-07-28 NP URTY - ProShares UltraPro Russell2000 868 -28.50 8 -41.67
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 3,099 0.00 29 0.00
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 315,569 -8.46 2,973 -9.53
2025-08-14 13F Goldman Sachs Group Inc 62,470 -60.80 588 -61.26
2025-08-13 13F Invesco Ltd. 23,225 32.61 219 31.33
2025-08-14 13F Qube Research & Technologies Ltd 11,328 -58.67 107 -59.39
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 12,950 0.00 122 -7.58
2025-08-06 13F Penserra Capital Management LLC 111,247 -4.98 1 0.00
2025-08-04 13F Amalgamated Bank 418 0.00 0
2025-08-14 13F Wells Fargo & Company/mn 215,599 9.58 2,031 8.27
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 205 -1.44 2 -50.00
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 3 0.00 0
2025-07-30 NP HYIN - WisdomTree Alternative Income Fund N/A 184,229 6.79 1,678 -2.44
2025-06-25 NP GCSIX - Goldman Sachs Small Cap Equity Insights Fund Institutional 25,233 238
2025-08-14 13F Masters Capital Management Llc 1,000,000 -9.09 9,420 -10.14
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 121 -30.06 1 0.00
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 251 0.00 2 0.00
2025-05-08 13F Us Bancorp \de\ 0 -100.00 0
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 10,531 -40.19 99 -40.72
2025-08-13 13F Victory Capital Management Inc 423,180 4,008
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 4,284 0.00 40 0.00
2025-08-14 13F Point72 (DIFC) Ltd 948 94.66 9 100.00
2025-08-14 13F State Of Wisconsin Investment Board 66,427 44.40 626 42.69
2025-05-12 13F National Bank Of Canada /fi/ 0 -100.00 0 -100.00
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 2,471 56.29 23 53.33
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 1,174 0.00 11 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 3,542 39.28 33 37.50
2025-08-26 NP IPSIX - Voya Index Plus SmallCap Portfolio Class I 28,482 41.64 268 40.31
2025-07-15 13F Riverbridge Partners Llc 81,171 765
2025-08-12 13F Corebridge Financial, Inc. 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 58,643 -4.45 552 -5.48
2025-08-14 13F Fmr Llc 14,999 2.82 141 1.44
2025-08-13 13F Russell Investments Group, Ltd. 14,005 249.16 132 244.74
2025-08-12 13F Ameritas Investment Partners, Inc. 557 0.00 5 0.00
2025-08-12 13F Rhumbline Advisers 33,998 80.49 320 78.77
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 7,970 0.00 75 0.00
2025-08-19 13F State of Wyoming 0 -100.00 0
2025-08-11 13F Strategic Wealth Partners, Ltd. 1,945 18
2025-07-14 13F GAMMA Investing LLC 34 0
2025-08-14 13F Aqr Capital Management Llc 14,358 135
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 18,691 0.00 176 -1.12
2025-08-13 13F Renaissance Technologies Llc 44,700 -49.89 421 -50.47
2025-08-14 13F California State Teachers Retirement System 861 0.00 8 0.00
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 1,599 0.00 15 0.00
2025-08-14 13F Two Sigma Investments, Lp 112,533 43.18 1,060 41.52
2025-08-12 13F Deutsche Bank Ag\ 14,963 0.00 141 -1.41
2025-06-26 NP USMIX - Extended Market Index Fund 1,980 24.29 19 12.50
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 13,600 0.00 128 -0.78
2025-08-13 13F M&t Bank Corp 0 -100.00 0
Other Listings
DE:57V € 8.30
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