INGM - Ingram Micro Holding Corporation Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham (NYSE)

Ingram Micro Holding Corporation
US ˙ NYSE

Mga Batayang Estadistika
Pemilik Institusional 233 total, 231 long only, 2 short only, 0 long/short - change of 18.88% MRQ
Alokasi Portofolio Rata-rata 0.5195 % - change of -9.69% MRQ
Jumlah Saham Beredar shares (source: Capital IQ)
Saham Institusional (Jangka Panjang) 248,416,692 - 105.78% (ex 13D/G) - change of 1.54MM shares 0.63% MRQ
Nilai Institusional (Jangka Panjang) $ 5,171,537 USD ($1000)
Kepemilikan Institusional dan Pemegang Saham

Ingram Micro Holding Corporation (US:INGM) memiliki 233 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 248,430,016 saham. Pemegang saham terbesar meliputi Platinum Equity Advisors, LLC/DE, Victory Capital Management Inc, Capital World Investors, SMCWX - SMALLCAP WORLD FUND INC Class A, American Century Companies Inc, SSGSX - Victory Sycamore Small Company Opportunity Fund Class A, Jpmorgan Chase & Co, Wellington Management Group Llp, ASVIX - Small Cap Value Fund Investor Class, and Lind Value II ApS .

Struktur kepemilikan institusional Ingram Micro Holding Corporation (NYSE:INGM) 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 20.02 / share. Previously, on October 24, 2024, the share price was 24.60 / share. This represents a decline of 18.62% over that period.

INGM / Ingram Micro Holding Corporation Institutional Ownership
Skor Sentimen Dana

Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.

Frekuensi Pembaruan: Setiap Hari

Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.

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.

INGM / Ingram Micro Holding Corporation 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)
2025-02-13 13G PLATINUM EQUITY LLC 210,952,854 89.80
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
(%)
2025-08-08 13F Pnc Financial Services Group, Inc. 565 -16.30 12 0.00
2025-05-14 13F Hudson Bay Capital Management LP 0 -100.00 0
2025-08-28 NP SMMD - iShares Russell 2500 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 4,879 7.25 102 26.25
2025-08-08 13F Hartland & Co., LLC 13 0
2025-03-27 NP DASVX - Dunham Small Cap Value Fund Class A 0 -100.00 0 -100.00
2025-08-14 13F Wells Fargo & Company/mn 1,930 2.22 40 21.21
2025-03-27 NP SHGTX - Columbia Seligman Global Technology Fund Class A 0 -100.00 0 -100.00
2025-08-28 NP SSGSX - Victory Sycamore Small Company Opportunity Fund Class A 2,750,000 0.88 57,310 18.51
2025-07-28 NP MSLC - Morgan Stanley Pathway Large Cap Equity ETF 898 0.00 17 -10.53
2025-08-12 13F Corebridge Financial, Inc. 0 -100.00 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 11,300 43.04 235 67.86
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 163,454 -14.64 3,127 -24.27
2025-06-24 NP SWLVX - Schwab U.S. Large-Cap Value 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 387 -5.61 7 -33.33
2025-05-22 NP HIASX - Hartford Small Company Hls Fund Ia 116,118 15.88 2,060 6.02
2025-08-14 13F Millennium Management Llc 510,264 210.16 10,634 264.39
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4 12,295 -2.10 256 15.32
2025-05-15 13F LMR Partners LLP 0 -100.00 0
2025-08-26 NP IRMAX - Voya RussellTM Mid Cap Index Portfolio Class ADV 1,676 17.95 35 36.00
2025-08-11 13F Citigroup Inc 5,191 108
2025-08-14 13F Raymond James Financial Inc 419 9
2025-08-14 13F Invenomic Capital Management LP 587,437 8.04 12,242 26.93
2025-08-28 NP Humankind Benefit Corp - Humankind US Stock ETF 3,642 76
2025-07-29 NP CAVAX - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 3,776 0.00 72 -11.11
2025-04-25 NP CFSLX - Column Small Cap Fund 0 -100.00 0 -100.00
2025-08-12 13F Proequities, Inc. 0 0
2025-04-29 NP WPGTX - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL 0 -100.00 0 -100.00
2025-05-15 13F Cubist Systematic Strategies, LLC 0 -100.00 0
2025-09-04 13F/A Advisor Group Holdings, Inc. 237 137.00 5 300.00
2025-05-15 13F Point72 Asset Management, L.P. 0 -100.00 0
2025-05-28 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 38,975 0.00 691 -8.48
2025-08-15 13F CI Private Wealth, LLC 0 -100.00 0
2025-08-18 13F/A National Bank Of Canada /fi/ 9,284 193
2025-07-16 NP CGMM - Capital Group U.S. Small and Mid Cap ETF Share Class 214,765 254.11 4,108 214.31
2025-05-15 13F Soros Fund Management Llc 0 -100.00 0
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 756 0.00 13 -7.14
2025-08-13 13F Quantbot Technologies LP 10,548 -57.76 220 -50.56
2025-08-28 NP ASVIX - Small Cap Value Fund Investor 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 1,680,000 4.02 35,011 22.20
2025-08-14 13F Sei Investments Co 28,186 -91.02 587 -89.46
2025-08-25 NP MMYAX - MassMutual Select Small Company Value Fund Class A 4,774 -20.88 99 -7.48
2025-08-28 NP AMALX - Small Cap Dividend Fund G Class 78,350 -3.69 1,633 13.10
2025-08-26 NP JDSCX - JPMorgan Small Cap Blend Fund Class I 596,756 38.31 12,436 62.48
2025-08-13 13F Walleye Capital LLC 59,649 69.42 1,243 99.20
2025-06-26 NP FSPGX - Fidelity Large 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 5,122 8.77 91 -16.51
2025-06-26 NP HTECX - Hennessy Technology Fund Investor Class 0 -100.00 0 -100.00
2025-08-14 13F Schonfeld Strategic Advisors LLC 38,862 810
2025-08-12 13F CIBC Private Wealth Group, LLC 293 20.08 6 100.00
2025-08-27 13F/A Squarepoint Ops LLC 52,718 1,099
2025-04-24 NP BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity 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 190,573 0.00 4,109 -9.50
2025-08-04 13F Keybank National Association/oh 21,000 -4.55 438 12.05
2025-05-13 13F Seven Grand Managers, Llc 0 -100.00 0
2025-08-12 13F Rhumbline Advisers 13,646 6.25 284 25.11
2025-08-26 NP IWD - iShares Russell 1000 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 45,617 39.40 951 63.79
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 6,100 -8.96 127 7.63
2025-08-28 NP ONEO - SPDR Russell 1000 Momentum Focus ETF 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 257 5
2025-06-23 NP PPQMX - MidCap Growth Fund III R-3 51 0.00 1 -100.00
2025-08-13 13F Mackenzie Financial Corp 16,113 336
2025-07-07 13F Versant Capital Management, Inc 0 -100.00 0 -100.00
2025-08-14 13F Two Sigma Advisers, Lp 0 -100.00 0
2025-04-24 NP SLMCX - Columbia Seligman Communications and Information Fund Class A 0 -100.00 0 -100.00
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 808 0.00 14 -6.67
2025-05-28 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 17,446 0.00 309 -8.58
2025-08-05 13F Lind Value II ApS 1,199,395 24,995
2025-08-08 13F IMA Wealth, Inc. 8 0
2025-08-13 13F Jump Financial, LLC 88,844 1,852
2025-05-23 NP IWF - iShares Russell 1000 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 16,002 0.62 284 -8.12
2025-05-15 13F Kodai Capital Management LP 16,950 -92.80 301 -93.43
2025-08-14 13F Goldman Sachs Group Inc 10,682 223
2025-08-28 NP SIIIX - AlphaCentric Strategic Income Fund Class I 10,000 208
2025-07-23 NP VYSGX - Voya Small Company Fund Class W 30,872 75.79 591 56.08
2025-08-13 13F Amundi 0 -100.00 0
2025-08-12 13F Legal & General Group Plc 1,739 -4.66 36 12.50
2025-05-27 NP MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 37,199 59.99 660 46.44
2025-05-15 13F Citadel Advisors Llc Put 0 -100.00 0 -100.00
2025-08-12 13F Trexquant Investment LP 38,731 807
2025-08-26 NP FLQM - Franklin LibertyQ U.S. Mid Cap Equity ETF 6,160 128
2025-08-26 NP IASAX - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV 28,505 3.26 594 21.47
2025-08-14 13F Susquehanna Fundamental Investments, Llc 65,046 -17.18 1,356 -2.73
2025-07-29 NP WPGHX - WPG Partners Select Hedged Fund Institutional Short -12,124 -232
2025-06-23 NP PMPRX - MidCap Value Fund I R-3 218 0.00 4 -40.00
2025-06-17 NP MMSMX - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 72,400 46.56 1,287 11.72
2025-08-13 13F Crossingbridge Advisors, LLC 10,000 206
2025-08-14 13F California State Teachers Retirement System 1,329 0.00 28 17.39
2025-04-25 NP PMSAX - Global Multi-Strategy Fund Class A 1,003 55.50 22 40.00
2025-08-13 13F Healthcare Of Ontario Pension Plan Trust Fund 325,000 -45.83 6,773 -36.37
2025-08-12 13F XTX Topco Ltd 34,333 716
2025-08-14 13F Citadel Advisors Llc 58,368 1,216
2025-08-13 13F Norges Bank 400,000 8,336
2025-08-14 13F Ilex Capital Partners (UK) LLP 0 -100.00 0
2025-08-12 13F Dynamic Technology Lab Private Ltd 0 -100.00 0
2025-08-14 13F Voya Investment Management Llc 134,946 56.34 2,812 83.67
2025-08-14 13F Bnp Paribas Arbitrage, Sa 106,766 1,079.73 2,225 1,290.63
2025-08-27 NP BBVLX - Bridge Builder Large Cap Value Fund 1,107 0.00 23 21.05
2025-08-14 13F Cohen & Steers, Inc. 0 -100.00 0
2025-08-15 13F Tower Research Capital LLC (TRC) 1,281 170.25 27 225.00
2025-08-27 NP Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 126,736 3.83 2,641 21.99
2025-07-25 NP FNDB - Schwab Fundamental U.S. Broad Market Index ETF 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 582 11
2025-06-26 NP FSMDX - Fidelity Mid 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 63,182 13.06 1,123 -13.81
2025-08-08 13F Atlantic Trust, LLC 5 -95.97 0 -100.00
2025-05-05 13F Lindbrook Capital, Llc 391 7
2025-06-26 NP FHOFX - Fidelity Series Large 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 267 13.62 5 -20.00
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 26 -23.53 1
2025-08-14 13F Platinum Equity Advisors, LLC/DE 210,952,854 0.00 4,396,257 17.47
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 2,029 36
2025-05-29 NP Cohen & Steers Closed-end Opportunity Fund, Inc. 2,500 0.00 44 -8.33
2025-08-14 13F Sandia Investment Management LP 0 -100.00 0
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 168,642 650.79 3,226 566.53
2025-03-27 NP IHSAX - THE HARTFORD SMALL COMPANY FUND Class A 157,047 2.30 3,662 -1.61
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 1,438 0.00 28 -12.90
2025-05-15 13F Marshall Wace, Llp 0 -100.00 0 -100.00
2025-05-27 NP IWP - iShares Russell Mid-Cap 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 25,944 2.34 460 -6.31
2025-08-25 NP MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II 20,110 0.00 419 17.70
2025-06-27 NP BIVIX - Invenomic Fund Institutional Class shares 334,496 13.75 5,947 -13.27
2025-08-07 13F Allworth Financial LP 549 503.30 11 1,000.00
2025-05-09 13F CenterBook Partners LP 0 -100.00 0
2025-08-26 NP GSCYX - SMALL CAP EQUITY FUND Institutional 44,045 7.16 918 25.79
2025-05-28 NP NAESX - Vanguard Small-Cap 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 28,365 0.00 503 -8.38
2025-08-14 13F Freestone Grove Partners LP 0 -100.00 0
2025-07-25 NP FNDA - Schwab Fundamental U.S. Small Company Index ETF 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 71,776 1,373
2025-08-07 13F Parkside Financial Bank & Trust 81 2
2025-08-28 NP SPGIX - Simt Large Cap Growth Fund Class I 16,113 336
2025-08-26 NP OGGFX - JPMorgan Small Cap Growth Fund Class I 906,192 -22.37 18,885 -8.80
2025-08-14 13F Lazard Asset Management Llc 5,824 -91.01 0 -100.00
2025-07-28 NP VCULX - Growth Fund 37 1
2025-08-28 NP IWR - iShares Russell Mid-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 75,678 26.52 1,577 48.63
2025-08-14 13F Burkehill Global Management, LP 285,000 0.00 5,939 17.49
2025-08-14 13F Susquehanna Portfolio Strategies, LLC 24,361 112.15 508 149.75
2025-08-22 NP WUSAX - Wanger USA 137,130 16.41 2,858 36.76
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 3,800 0.00 73 -11.11
2025-06-23 NP IYW - iShares U.S. Technology 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 29,795 -0.56 530 -24.21
2025-08-26 NP TRMNX - T. Rowe Price Mid-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 1,138 10.70 24 27.78
2025-04-28 NP JSCNX - Small Cap Value Fund Class NAV 143,251 3,088
2025-08-12 13F BlackRock, Inc. 799,184 -2.68 16,655 14.33
2025-07-29 NP VRVIX - Vanguard Russell 1000 Value 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 7,051 8.44 135 -4.29
2025-05-30 NP MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class 20,152 13.83 357 4.08
2025-08-14 13F Verition Fund Management LLC 50,103 1,044
2025-06-24 NP SWLGX - Schwab U.S. Large-Cap Growth 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 526 -59.54 9 -70.00
2025-08-11 13F Covestor Ltd 5,337 7.23 0
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 7,342 -0.76 153 16.79
2025-05-29 NP JAHBX - Small Cap Value Trust NAV 240,722 702.86 4,270 634.94
2025-08-22 NP DFVE - DoubleLine Fortune 500 Equal Weight ETF 1,763 37
2025-08-21 NP LUSIX - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 4,705 98
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 217,568 26.63 4,534 48.80
2025-08-26 NP EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 1,222 0.00 25 19.05
2025-08-26 NP EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 0 -100.00 0 -100.00
2025-05-15 13F Jain Global LLC 0 -100.00 0
2025-05-13 13F Quadrature Capital Ltd 0 -100.00 0
2025-08-26 NP VVIMX - Voya VACS Index Series MC Portfolio 616 -21.13 13 -7.69
2025-06-26 NP FIOOX - Fidelity Series Large 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 4,495 2.16 80 -22.55
2025-08-26 NP EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 1,348 32.16 28 55.56
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 4,017 47.96 71 12.70
2025-08-14 13F Ghisallo Capital Management LLC 200,000 0.00 4,168 17.47
2025-08-12 13F Axq Capital, Lp 20,718 432
2025-08-05 13F Bank of New York Mellon Corp 18,544 -16.44 386 -1.78
2025-05-15 13F Maytus Capital Management, LLC 0 -100.00 0 -100.00
2025-07-16 13F Signaturefd, Llc 272 159.05 6 400.00
2025-08-13 13F Russell Investments Group, Ltd. 36,221 755
2025-08-14 13F Ameriprise Financial Inc 1,030,021 10.04 21,466 29.27
2025-07-08 13F Parallel Advisors, LLC 7,422 563.27 155 710.53
2025-07-25 13F Cwm, Llc 3,333 125.66 0
2025-05-22 NP IRGJX - Voya RussellTM Mid Cap Growth Index Portfolio Class I 1,372 -3.58 24 -11.11
2025-07-30 13F FNY Investment Advisers, LLC 867 0
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 15,671 0.00 327 17.27
2025-08-14 13F Royal Bank Of Canada 325,861 7,511.80 6,791 8,835.53
2025-08-26 NP IWS - iShares Russell Mid-Cap 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 29,999 45.06 625 70.77
2025-08-14 13F UBS Group AG 159,556 -12.51 3,325 2.78
2025-07-31 13F Caitong International Asset Management Co., Ltd 0 -100.00 0
2025-08-13 13F Victory Capital Management Inc 3,740,510 2.48 77,952 20.39
2025-08-13 13F New York State Common Retirement Fund 2,800 0.00 0
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 78 -3.70 1 0.00
2025-05-28 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 951 0.00 17 -11.11
2025-06-26 NP FZFLX - Fidelity SAI Small-Mid Cap 500 Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,104 -14.66 73 -35.71
2025-08-14 13F Occudo Quantitative Strategies Lp 36,567 762
2025-05-23 NP EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB 388 0.00 7 -14.29
2025-08-06 13F True Wealth Design, LLC 1 0
2025-04-25 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 0 -100.00 0 -100.00
2025-08-04 13F Amalgamated Bank 952 19.60 0
2025-08-14 13F Bank Of America Corp /de/ 127,520 -23.53 2,658 -10.18
2025-04-25 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 0 -100.00 0 -100.00
2025-08-18 NP PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 435 0.00 9 28.57
2025-05-27 NP Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Seligman Global Technology Fund Class 1 0 -100.00 0 -100.00
2025-08-04 13F Strs Ohio 490 10
2025-05-27 NP Columbia Seligman Premium Technology Growth Fund, Inc. 0 -100.00 0 -100.00
2025-05-09 13F R Squared Ltd 0 -100.00 0
2025-05-15 13F Zimmer Partners, LP 0 -100.00 0
2025-08-14 13F Graham Capital Management, L.P. 9,961 208
2025-05-15 13F Point72 (DIFC) Ltd 0 -100.00 0
2025-07-29 13F Activest Wealth Management 28 1
2025-05-27 NP FMDGX - Fidelity Mid 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 3,111 41.54 55 30.95
2025-08-19 NP RIFBX - U.S. Small Cap Equity Fund 2,288 48
2025-06-24 NP SFSNX - Schwab Fundamental US Small Company Index Fund Institutional Shares 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 14,850 264
2025-05-29 NP TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 0 -100.00 0 -100.00
2025-08-25 NP SMCWX - SMALLCAP WORLD FUND INC Class A 3,143,632 -9.88 65,513 5.87
2025-08-14 13F Wellington Management Group Llp 1,796,268 -42.58 37,434 -32.54
2025-08-14 13F Woodline Partners LP 17,284 0.00 360 17.65
2025-08-14 13F Jacobs Levy Equity Management, Inc 86,430 1,801
2025-08-12 13F MAI Capital Management 101 197.06 2
2025-08-14 13F Aqr Capital Management Llc 29,697 619
2025-08-13 13F Capital World Investors 3,515,554 -2.68 73,264 14.32
2025-08-14 13F Fmr Llc 15,652 -1.57 326 15.60
2025-07-24 13F IFP Advisors, Inc 65 1
2025-06-24 NP SWMCX - Schwab U.S. Mid-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 2,960 18.16 53 -10.34
2025-05-29 NP JAGPX - Small Cap Stock Trust NAV 79,308 13.26 1,407 3.61
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 92 3.37 2 0.00
2025-05-07 13F MRP Capital Investments, LLC 0 -100.00 0
2025-07-29 13F Private Wealth Management Group, LLC 245 5
2025-08-11 13F Vanguard Group Inc 17,610 -85.73 367 -83.28
2025-06-26 NP FLAPX - Fidelity Flex Mid 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 831 8.06 15 -17.65
2025-08-26 NP JPSV - JPMorgan Active Small Cap Value ETF 12,421 169.85 259 218.52
2025-07-25 13F Allspring Global Investments Holdings, LLC 1,012,843 3.84 21,574 24.40
2025-08-08 13F Geode Capital Management, Llc 103,184 11.78 2,150 31.34
2025-08-26 NP EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 631 40.53 13 85.71
2025-08-28 NP QCSTRX - Stock Account Class R1 7,891 0.00 164 17.99
2025-08-08 13F/A Sterling Capital Management LLC 904 19.10 19 38.46
2025-04-25 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 0 -100.00 0 -100.00
2025-08-14 13F Khrom Capital Management Llc 870,373 0.00 18,139 17.47
2025-08-26 NP ESPAX - Wells Fargo Special Small Cap Value Fund Class A 750,599 0.00 15,642 17.48
2025-08-13 13F Renaissance Technologies Llc 27,600 575
2025-08-13 13F Invesco Ltd. 60,522 29.00 1,261 51.56
2025-07-24 13F Us Bancorp \de\ 5,349 4,284.43 111 5,450.00
2025-05-28 NP VISGX - Vanguard Small-Cap Growth 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 7,578 0.00 134 -8.22
2025-08-14 13F Comerica Bank 129 3
2025-05-23 NP PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 50 0.00 1
2025-05-14 13F Kayne Anderson Rudnick Investment Management Llc 0 -100.00 0
2025-07-14 13F GAMMA Investing LLC 521 127.51 11 150.00
2025-08-13 13F Northwestern Mutual Wealth Management Co 0 -100.00 0
2025-08-13 13F Northern Trust Corp 36,580 4.54 762 22.90
2025-07-11 13F Farther Finance Advisors, LLC 235 5
2025-08-22 NP FIMVX - Fidelity Mid Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,516 134.40 73 180.77
2025-07-16 13F State of Alaska, Department of Revenue 78,000 62.50 2
2025-08-12 13F Jpmorgan Chase & Co 2,188,550 -2.41 45,609 14.65
2025-08-12 13F Charles Schwab Investment Management Inc 188,293 95.84 3,924 130.15
2025-08-14 13F Engle Capital Management, L.P. 0 -100.00 0
2025-08-28 NP SLGFX - SIMT Large Cap Index Fund Class F 350 0.00 7 16.67
2025-06-23 NP PPUMX - LargeCap Growth Fund I R-3 756 0.00 13 -23.53
2025-08-26 NP IWB - iShares Russell 1000 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 12,877 0.63 268 18.06
2025-08-13 13F MetLife Investment Management, LLC 341 -33.14 7 -22.22
2025-07-28 NP EQAL - Invesco Russell 1000 Equal Weight 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 21,432 9.82 410 -2.62
2025-08-14 13F Balyasny Asset Management Llc 72,563 1,512
2025-05-15 13F Adage Capital Partners Gp, L.l.c. 0 -100.00 0 -100.00
2025-08-22 NP BEARX - Federated Prudent Bear Fund Class A Shares This fund is a listed as child fund of Federated Hermes, 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 Short -1,200 -0.00 -25 19.05
2025-05-15 13F Oxford Asset Management Llp 0 -100.00 0 -100.00
2025-08-12 13F American Century Companies Inc 2,859,753 23.95 59,597 45.61
2025-05-15 13F Davidson Kempner Capital Management Lp 0 -100.00 0 -100.00
2025-07-25 NP SMDHX - American Funds U.S. Small & Mid Cap Equity Fund Class T 21,041 -2.09 403 -13.17
2025-06-26 NP FLCOX - Fidelity Large 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 5,675 6.04 101 -19.35
2025-05-29 NP MMGEX - MassMutual Select Small Cap Growth Equity Fund Class A 51,552 -7.19 915 -15.13
2025-08-22 NP MAADX - Dynamic Value Portfolio Class IS 1,622 3.05 34 22.22
2025-07-28 NP VSSVX - Small Cap Special Values Fund 29,958 7.82 573 -4.34
2025-06-23 NP PPSFX - LargeCap Value Fund III R-3 352 0.00 6 -25.00
2025-08-26 NP IVCSX - Voya Small Company Portfolio Class I 46,898 63.18 977 91.94
2025-05-28 NP VISVX - Vanguard Small-Cap Value 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 9,369 0.00 166 -8.29
2025-06-26 NP BLACKROCK FUNDS - iShares Russell Mid-Cap Index 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 2,383 0.00 42 -23.64
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 7,532 -1.94 157 14.71
2025-08-08 13F Creative Planning 28,830 601
2025-07-24 13F Capital Advisors, Ltd. LLC 490 0
2025-08-12 13F Franklin Resources Inc 17,682 53.98 368 81.28
2025-06-26 NP PBAIX - Blackrock Tactical Opportunities 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 378 0.00 7 -25.00
2025-06-26 NP TILVX - TIAA-CREF Large-Cap Value Index Fund Institutional Class 5,656 0.00 101 -23.66
2025-05-15 13F Tudor Investment Corp Et Al 0 -100.00 0
2025-07-09 13F Massmutual Trust Co Fsb/adv 450 9
2025-08-14 13F Alyeska Investment Group, L.P. 777,994 -45.83 16,213 -36.36
2025-08-14 13F/A Barclays Plc 1,412 945.93 0
2025-07-29 NP VRNIX - Vanguard Russell 1000 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 3,729 3.30 71 -7.79
2025-07-11 13F/A Umb Bank N A/mo 9 0
2025-08-13 13F ExodusPoint Capital Management, LP 10,746 0
2025-08-14 13F State Street Corp 309,307 95.63 6,446 129.85
2025-08-12 13F Nuveen, LLC 18,388 35.23 383 58.92
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 1,142 61.30 22 40.00
2025-05-15 13F Qube Research & Technologies Ltd 0 -100.00 0
2025-08-14 13F Summit Trail Advisors, Llc 16,075 335
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 12,280 218
2025-08-14 13F Quantinno Capital Management LP 9,648 201
2025-08-14 13F Voloridge Investment Management, Llc 186,121 3,879
2025-08-15 13F Morgan Stanley 451,624 260.89 9,412 323.92
2025-08-14 13F Alliancebernstein L.p. 117,512 782.09 2,449 937.29
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 11,483 0.00 239 17.73
2025-08-22 NP LACAX - Columbia Acorn Fund Class A 723,453 16.15 15,077 36.45
2025-07-15 13F Public Employees Retirement System Of Ohio 6,369 16.82 133 37.50
2025-08-08 13F Mv Capital Management, Inc. 4 300.00 0
2025-07-31 13F Pullen Investment Management, LLC 92,508 36.09 1,928 59.92
2025-07-29 NP VRGWX - Vanguard Russell 1000 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 5,508 11.39 105 -0.94
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