IDR - Idaho Strategic Resources, Inc. Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham (NYSEAM)

Idaho Strategic Resources, Inc.
US ˙ NYSEAM

Mga Batayang Estadistika
Pemilik Institusional 144 total, 142 long only, 0 short only, 2 long/short - change of 63.64% MRQ
Alokasi Portofolio Rata-rata 0.0228 % - change of -22.24% MRQ
Jumlah Saham Beredar shares (source: Capital IQ)
Saham Institusional (Jangka Panjang) 4,481,281 - 30.89% (ex 13D/G) - change of 1.60MM shares 55.77% MRQ
Nilai Institusional (Jangka Panjang) $ 56,521 USD ($1000)
Kepemilikan Institusional dan Pemegang Saham

Idaho Strategic Resources, Inc. (US:IDR) memiliki 144 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 4,481,281 saham. Pemegang saham terbesar meliputi BlackRock, Inc., Vanguard Group Inc, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Bank Of America Corp /de/, Geode Capital Management, Llc, IWM - iShares Russell 2000 ETF, Citadel Advisors Llc, Punch & Associates Investment Management, Inc., VEXMX - Vanguard Extended Market Index Fund Investor Shares, and JW Asset Management, LLC .

Struktur kepemilikan institusional Idaho Strategic Resources, Inc. (NYSEAM:IDR) 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 27.84 / share. Previously, on September 9, 2024, the share price was 12.96 / share. This represents an increase of 114.81% over that period.

IDR / Idaho Strategic Resources, 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.

IDR / Idaho Strategic Resources, 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)
2025-07-17 13G BlackRock, Inc. 704,941 5.00
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
(%)
2025-08-14 13F California State Teachers Retirement System 783 10
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 930 0.00 12 -7.69
2025-08-12 13F Proequities, Inc. 0 0
2025-08-26 NP BRSIX - Ultra-Small Company Market Fund Class N 20,007 0.00 262 -8.74
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 1,189 0.00 16 15.38
2025-08-14 13F Susquehanna International Group, Llp 24,621 -79.77 322 -81.50
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 246 3
2025-08-27 NP JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 952 0.00 12 -7.69
2025-08-11 13F Citigroup Inc 4,459 155.53 58 141.67
2025-08-14 13F Balyasny Asset Management Llc 0 -100.00 0
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 7,082 0.00 93 -8.91
2025-08-08 13F Geode Capital Management, Llc 285,573 127.14 3,736 107.56
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 2,715 36
2025-08-12 13F Rhumbline Advisers 11,489 150
2025-08-14 13F Susquehanna International Group, Llp Call 102,200 -61.39 1,337 -64.72
2025-07-23 13F Ellsworth Advisors, LLC 46,705 611
2025-08-14 13F Goldman Sachs Group Inc 0 -100.00 0
2025-08-13 13F New York State Common Retirement Fund 7,500 0
2025-08-26 NP Profunds - Profund Vp Small-cap 29 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 180,230 0.00 2,357 -8.61
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 1,282 17
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 21,990 22.97 291 38.76
2025-08-14 13F GWM Advisors LLC 30,195 -1.17 395 -9.84
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 30,712 0
2025-08-12 13F Hillsdale Investment Management Inc. 0 -100.00 0
2025-08-14 13F Hrt Financial Lp 0 -100.00 0
2025-08-18 13F/A National Bank Of Canada /fi/ 21,700 20.56 283 9.30
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 18 0
2025-08-12 13F Global Retirement Partners, LLC 485 0.00 6 50.00
2025-08-14 13F/A Barclays Plc 32,395 238.61 0
2025-08-14 13F Jain Global LLC 0 -100.00 0
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 6 0.00 0
2025-08-29 NP QSML - WisdomTree U.S. SmallCap Quality Growth Fund 155 2
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 3,368 0.00 54 23.26
2025-08-12 13F Nuveen, LLC 16,177 212
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 1,932 25
2025-07-30 13F FNY Investment Advisers, LLC 22,072 0
2025-08-13 13F Northwestern Mutual Wealth Management Co 0 -100.00 0
2025-08-14 13F Cantor Fitzgerald, L. P. 56,250 87.71 736 71.73
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 2,862 37
2025-08-14 13F State Street Corp 148,700 185.41 1,945 160.94
2025-07-31 13F Caitong International Asset Management Co., Ltd 194 -8.49 3 -33.33
2025-08-12 13F American Century Companies Inc 17,243 -16.67 226 -23.99
2025-08-14 13F Occudo Quantitative Strategies Lp 24,124 59.89 316 55.94
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 4,628 0.00 74 25.42
2025-08-14 13F Fmr Llc 57 470.00 1
2025-08-28 NP JAFEX - Total Stock Market Index Trust NAV 0 -100.00 0 -100.00
2025-08-12 13F Deutsche Bank Ag\ 295 4
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 98,354 1,286
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 9,800 128
2025-08-13 13F Renaissance Technologies Llc 53,500 700
2025-08-14 13F Citadel Advisors Llc Put 93,000 287.50 1,216 254.52
2025-08-08 13F/A Sterling Capital Management LLC 30 0
2025-08-14 13F Citadel Advisors Llc 213,189 13.31 2,789 3.57
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth 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 5,565 0.00 89 23.94
2025-08-14 13F Citadel Advisors Llc Call 10,700 -87.26 140 -88.44
2025-08-14 13F Verition Fund Management LLC 15,200 199
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 1,404 18
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 19,576 256
2025-08-14 13F Wells Fargo & Company/mn 6,488 85
2025-05-15 13F 683 Capital Management, LLC 0 -100.00 0 -100.00
2025-08-12 13F LPL Financial LLC 0 -100.00 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 12,830 168
2025-08-08 13F SBI Securities Co., Ltd. 96 29.73 1 0.00
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 2,569 34
2025-08-12 13F Ameritas Investment Partners, Inc. 1,282 17
2025-08-14 13F Jane Street Group, Llc 0 -100.00 0
2025-08-14 13F Schonfeld Strategic Advisors LLC 0 -100.00 0
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 1,820 0.00 24 -11.54
2025-08-14 13F Raymond James Financial Inc 47,223 1.30 618 -7.50
2025-08-14 13F Peak6 Llc Call 96,500 1,262
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 1,822 24
2025-09-04 13F/A Advisor Group Holdings, Inc. 8,604 42.80 113 30.23
2025-08-13 13F Jones Financial Companies Lllp 3,240 3.85 42 0.00
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 370,927 10.59 4,852 1.08
2025-08-12 13F CIBC Private Wealth Group, LLC 50 1
2025-08-13 13F EverSource Wealth Advisors, LLC 64 1
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 5,804 76
2025-05-15 13F Aster Capital Management (DIFC) Ltd 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 3,678 0.00 59 23.40
2025-08-14 13F Royal Bank Of Canada 26,722 405.72 350 360.53
2025-08-14 13F UBS Group AG 136,839 171.83 1,790 148.47
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 2,050 27
2025-08-14 13F Jane Street Group, Llc Call 33,900 17.30 443 7.26
2025-08-12 13F Jefferies Financial Group Inc. 0 -100.00 0
2025-05-13 13F Quadrature Capital Ltd 0 -100.00 0 -100.00
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 1,131 0.00 18 28.57
2025-08-07 13F Allworth Financial LP 127 2
2025-08-26 NP PSGIX - Blackrock Advantage Small Cap Growth Fund Institutional 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 1,354 18
2025-08-04 13F Amalgamated Bank 429 0
2025-08-06 13F Stone House Investment Management, LLC 72 1
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 5,611 -2.57 73 -10.98
2025-05-15 13F Two Sigma Investments, Lp 0 -100.00 0 -100.00
2025-08-14 13F Millennium Management Llc 12,718 -93.25 166 -93.85
2025-08-07 13F Navellier & Associates Inc 101,654 2.41 1,330 -14.53
2025-08-14 13F Punch & Associates Investment Management, Inc. 182,557 2,388
2025-07-11 13F Enhancing Capital LLC 51,515 0.00 674 -8.68
2025-08-14 13F Bridgeway Capital Management Inc 22,107 0.00 289 -8.54
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 971 13
2025-08-14 13F Bank Of America Corp /de/ Call 333,600 4,363
2025-08-14 13F Bank Of America Corp /de/ 6,411 6,375.76 84 8,200.00
2025-07-28 13F Evernest Financial Advisors, LLC 30,250 396
2025-08-14 13F Bank Of America Corp /de/ Put 45,000 589
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 391 5
2025-08-12 13F Legal & General Group Plc 1,392 18
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 4,989 65
2025-08-13 13F Marshall Wace, Llp 0 -100.00 0
2025-08-13 13F OMERS ADMINISTRATION Corp 0 -100.00 0
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 2,312 30
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,730 0.00 28 22.73
2025-08-12 13F BlackRock, Inc. 758,163 380.49 9,917 339.34
2025-08-12 13F Coston, McIsaac & Partners 125 25.00 0
2025-08-14 13F Quarry LP 92 1
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 2,110 28
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 58 0.00 1
2025-05-16 13F Dynamic Technology Lab Private Ltd 0 -100.00 0
2025-08-12 13F Charles Schwab Investment Management Inc 36,216 474
2025-08-11 13F JW Asset Management, LLC 161,697 0.00 2,115 -8.60
2025-08-12 13F Jpmorgan Chase & Co 5,933 78
2025-07-22 13F Gsa Capital Partners Llp 65,880 1
2025-07-30 13F D.a. Davidson & Co. 48,222 -12.91 631 -20.45
2025-07-31 13F Quest Partners LLC 3,969 6,301.61 52
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 64 1
2025-06-26 NP USMIX - Extended Market Index Fund 1,311 -10.88 21 11.11
2025-08-13 13F Northern Trust Corp 129,210 136.04 1,690 115.84
2025-08-14 13F SWAN Capital LLC 35 0
2025-08-11 13F Vanguard Group Inc 656,696 23.45 8,590 12.83
2025-08-27 13F/A Squarepoint Ops LLC 0 -100.00 0 -100.00
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 267,317 3,497
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 44 1
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 3,000 39
2025-06-26 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 3,587 57
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 585 8
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 29 0
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 1,183 15
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 10,640 0.00 170 25.93
2025-08-12 13F XTX Topco Ltd 0 -100.00 0
2025-08-15 13F State of Tennessee, Treasury Department 12,900 169
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 5,629 0.00 74 -8.75
2025-08-14 13F Qube Research & Technologies Ltd 0 -100.00 0
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 3 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 16,522 8.24 219 21.79
2025-07-29 NP GCAVX - GMO U.S. Small Cap Value Fund Class VI 1,408 19
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 1,512 0.00 24 26.32
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 2,581 26.03 34 13.79
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 64,056 -0.87 847 11.74
2025-08-15 13F Tower Research Capital LLC (TRC) 0 -100.00 0
2025-08-08 13F Citizens Financial Group Inc/ri 14,000 21.74 183 11.59
2025-08-05 13F Bank of New York Mellon Corp 78,084 47.37 1,021 34.70
2025-08-13 13F Arrowstreet Capital, Limited Partnership 21,971 -87.39 287 -88.49
2025-06-26 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 5,328 85
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 3,000 39
2025-08-27 NP OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 1,000 13
2025-08-12 13F Dimensional Fund Advisors Lp 51,956 30.88 679 19.75
2025-08-15 13F Morgan Stanley 59,676 111.61 781 93.55
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 22,630 13.90 299 28.33
2025-05-08 13F Federated Hermes, Inc. 0 -100.00 0
2025-08-14 13F Man Group plc 24,354 319
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 0 -100.00 0 -100.00
2025-08-14 13F Banque Transatlantique SA 0 -100.00 0
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 400 5
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 381 5
2025-08-27 13F Stonebridge Wealth Management, LLC 25,085 328
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 27,612 7.68 361 -1.37
2025-07-08 13F/A Salem Investment Counselors Inc 44,555 49.24 583 36.30
2025-08-14 13F CoreCap Advisors, LLC 214 0.00 3 -33.33
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 423 6
2025-08-14 13F Bnp Paribas Arbitrage, Sa 1,069 14
2025-07-31 13F Brighton Jones Llc 25,341 0.00 331 -8.56
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 6,866 90
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 8,498 111
2025-08-13 13F MetLife Investment Management, LLC 8,264 108
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 2,955 39
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 2,963 39
2025-07-24 13F Eastern Bank 2,500 0.00 33 -8.57
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