METCB - Ramaco Resources, Inc. Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham (NasdaqGS)

Ramaco Resources, Inc.
US ˙ NasdaqGS ˙ US75134P5017

Mga Batayang Estadistika
Pemilik Institusional 228 total, 227 long only, 1 short only, 0 long/short - change of 1.30% MRQ
Alokasi Portofolio Rata-rata 0.1686 % - change of -3.97% MRQ
Jumlah Saham Beredar shares (source: Capital IQ)
Saham Institusional (Jangka Panjang) 5,999,681 - 55.89% (ex 13D/G) - change of 0.38MM shares 6.83% MRQ
Nilai Institusional (Jangka Panjang) $ 48,030 USD ($1000)
Kepemilikan Institusional dan Pemegang Saham

Ramaco Resources, Inc. (US:METCB) memiliki 228 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 5,999,681 saham. Pemegang saham terbesar meliputi Yorktown Energy Partners XI, L.P., Yorktown Energy Partners IX, L.P., Yorktown Energy Partners X, L.P., First Manhattan Co, Vanguard Group Inc, American Century Companies Inc, Geode Capital Management, Llc, Morgan Stanley, AVUV - Avantis U.S. Small Cap Value ETF, and Acuitas Investments, LLC .

Struktur kepemilikan institusional Ramaco Resources, Inc. (NasdaqGS:METCB) 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 16.00 / share. Previously, on September 6, 2024, the share price was 10.18 / share. This represents an increase of 57.24% over that period.

METCB / Ramaco 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.

METCB / Ramaco Resources, Inc. Historical Put/Call Ratio
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 Yorktown Energy Partners X, L.P. 806,465 20.60 6,597 38.75
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 382 -74.01 3 -70.00
2025-08-06 13F Sterling Capital Management LLC 0 -100.00 0
2025-05-28 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 407 9.12 3 -33.33
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 623 6
2025-08-12 13F Jpmorgan Chase & Co 67 -99.11 1 -100.00
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 24 118.18 0
2025-08-06 13F True Wealth Design, LLC 2 0
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 373 -75.56 3 -70.00
2025-08-19 13F State of Wyoming 55 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 18,471 57.16 169 64.08
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 1,763 -73.97 14 -70.83
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market 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 32 0
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 1,287 7.07 10 -10.00
2025-05-28 NP PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 267 8.10 2 -50.00
2025-08-13 13F Jones Financial Companies Lllp 236 28.96 2 0.00
2025-08-08 13F Geode Capital Management, Llc 195,313 -22.23 1,598 -10.53
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 27 107.69 0
2025-08-14 13F State Street Corp 35,431 -72.41 290 -68.35
2025-08-15 13F Tower Research Capital LLC (TRC) 3,727 153.37 30 200.00
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 64,486 0.74 480 -15.19
2025-07-17 13F Global Trust Asset Management, LLC 11,806 -22.23 97 -10.28
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 392 8.29 3 -33.33
2025-08-08 13F Hartland & Co., LLC 0 -100.00 0
2025-08-27 NP JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 2,057 3.63 17 14.29
2025-05-29 NP MMEAX - Victory Integrity Discovery Fund Class A 544 4
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 1,276 7.68 12 10.00
2025-08-27 NP Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 1,168 3.18 10 12.50
2025-07-28 NP URTY - ProShares UltraPro Russell2000 399 -27.85 3 -50.00
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 4 -50.00 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 196 -73.58 2 -80.00
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 1,503 10.92 12 33.33
2025-08-14 13F Federation des caisses Desjardins du Quebec 19 26.67 0
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 299 -74.05 2 -75.00
2025-03-26 NP MOTBX - MainStay MacKay Small Cap Core Fund Class B 4,162 37
2025-08-14 13F Royal Bank Of Canada 5,601 674.69 46 820.00
2025-08-14 13F/A Barclays Plc 7 -99.88 0
2025-07-30 13F Bogart Wealth, LLC 614 0.00 5 25.00
2025-08-14 13F California State Teachers Retirement System 0 -100.00 0
2025-08-12 13F Corebridge Financial, Inc. 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 2,493 95.22 23 100.00
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 25,016 50.04 186 26.53
2025-07-14 13F GAMMA Investing LLC 595 164.44 5 300.00
2025-05-29 NP JAFEX - Total Stock Market Index Trust NAV 156 6.85 1 0.00
2025-08-28 NP SLLAX - SIMT Small Cap Fund Class F 40 0
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 10,200 18.38 94 24.00
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 27,577 144.98 226 181.25
2025-08-12 13F Legal & General Group Plc 60 -73.45 0 -100.00
2025-08-25 NP TMVAX - RBC Microcap Value Fund A Shares 390 59.18 3 200.00
2025-08-14 13F Goldman Sachs Group Inc 23,106 189
2025-04-03 13F Versant Capital Management, Inc 0 -100.00 0
2025-07-30 13F FNY Investment Advisers, LLC 18,755 0
2025-08-14 13F Millennium Management Llc 19,704 161
2025-08-14 13F Pingora Partners LLC 137 30.48 1
2025-07-24 13F Costello Asset Management, INC 80 31.15 1
2025-07-15 13F Fifth Third Bancorp 136 3.03 1
2025-08-11 13F TD Waterhouse Canada Inc. 0 -100.00 0
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 6,117 33.18 46 12.50
2025-08-11 13F Citigroup Inc 1,381 -74.23 11 -71.05
2025-08-12 13F Advisors Asset Management, Inc. 28 27.27 0
2025-06-23 NP PPNMX - SmallCap Growth Fund I R-3 546 8.76 5 25.00
2025-08-11 13F Covestor Ltd 15 -21.05 0
2025-07-31 13F Acuitas Investments, LLC 180,458 20.39 1,476 38.59
2025-08-13 13F Victory Capital Management Inc 210 -81.25 2 -85.71
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 9,248 26.60 85 31.25
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 0 -100.00 0 -100.00
2025-05-23 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 866 38.78 6 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 1,623 1.37 12 -14.29
2025-05-23 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 735 44.69 5 0.00
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 113 31.40 1
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 1,510 59.45 14 62.50
2025-07-24 13F Capital Advisors, Ltd. LLC 0 -100.00 0
2025-08-25 NP MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 5,856 30.69 48 51.61
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 340 209.09 3
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 0 -100.00 0
2025-08-14 13F CoreCap Advisors, LLC 0 -100.00 0
2025-08-14 13F Yorktown Energy Partners IX, L.P. 1,204,053 18.54 9,849 36.37
2025-08-14 13F Jane Street Group, Llc 22,905 187
2025-08-12 13F Proequities, Inc. 0 0
2025-08-11 13F Vanguard Group Inc 233,861 7.24 1,913 23.35
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 11 -67.65 0
2025-07-28 NP UWM - ProShares Ultra Russell2000 546 -17.40 4 -20.00
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 57 -27.85 1
2025-06-18 NP GMRAX - Nationwide Small Cap Index Fund Class A 526 7.79 5 0.00
2025-08-13 13F Corsair Capital Management, L.p. 71,495 -2.72 585 11.88
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 463 3.12 3 0.00
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 5 -16.67 0
2025-08-29 NP BSVO - EA Bridgeway Omni Small-Cap Value ETF 4,656 31.56 38 52.00
2025-05-30 NP LQPE - PEO AlphaQuest(TM) Thematic PE ETF 16 0
2025-07-24 13F Us Bancorp \de\ 1,646 31.47 13 62.50
2025-08-14 13F Quantinno Capital Management LP 19,911 37.65 163 58.82
2025-07-31 13F Nisa Investment Advisors, Llc 69 -71.01 1 -100.00
2025-07-28 NP AVIE - Avantis Inflation Focused Equity ETF 9 0.00 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 3,073 -74.42 25 -70.59
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 4,987 17.48 46 21.62
2025-08-12 13F American Century Companies Inc 221,581 12.67 1,813 29.61
2025-08-13 13F Keystone Financial Group 20,320 166
2025-08-14 13F Discovery Capital Management, Llc / Ct 39,021 44.93 319 67.02
2025-05-28 NP Profunds - Profund Vp Ultrasmall-cap 20 -4.76 0
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 222 -73.54 2 -80.00
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 6,458 29.21 59 34.09
2025-06-18 NP REBYX - U.S. Small Cap Equity Fund Class Y 345 3
2025-08-05 13F South Dakota Investment Council 92,402 0.00 1
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 0 -100.00 0
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 151 58.95 1
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 289 -92.24 2 -95.65
2025-08-13 13F Northern Trust Corp 13,826 -69.78 113 -65.23
2025-08-28 NP SSBIX - State Street Balanced Index Fund Class K 282 0.00 2 0.00
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 4,972 49.76 46 55.17
2025-06-27 NP RSSL - Global X Russell 2000 ETF 3,581 13.47 33 18.52
2025-08-15 13F Morgan Stanley 195,109 155.81 1,596 194.28
2025-08-08 13F Travelers Companies, Inc. 0 -100.00 0
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 7 250.00 0
2025-05-28 NP Profunds - Profund Vp Small-cap 12 0.00 0
2025-05-22 NP SQLV - Legg Mason Small-Cap Quality Value ETF 0 -100.00 0 -100.00
2025-05-30 NP WBIY - WBI Power Factor High Dividend ETF 0 -100.00 0 -100.00
2025-08-12 13F Rhumbline Advisers 316 -95.69 3 -96.15
2025-08-14 13F Boston Private Wealth Llc 0 -100.00 0
2025-05-22 NP IPSIX - Voya Index Plus SmallCap Portfolio Class I 0 -100.00 0 -100.00
2025-08-13 13F New York State Common Retirement Fund 0 -100.00 0
2025-08-14 13F Encompass Capital Advisors LLC 41,820 79.52 342 107.27
2025-05-29 NP TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 0 -100.00 0 -100.00
2025-07-25 13F Cwm, Llc 307 26.86 0
2025-05-27 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 5,776 60.58 41 17.14
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 95 0.00 1
2025-08-28 NP WFIVX - Wilshire 5000 Index Fund Investment Class 6 0.00 0
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 13,502 5.61 101 -11.50
2025-07-31 13F Briaud Financial Planning, Inc 88 0.00 0
2025-08-13 13F MetLife Investment Management, LLC 88 1
2025-04-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 195 -86.16 2 -92.86
2025-08-07 13F Allworth Financial LP 2 0
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 88 -94.26 1 -100.00
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 245 0.00 2 100.00
2025-06-25 NP CCNR - ALPS | CoreCommodity Natural Resources ETF 1,547 14
2025-05-13 13F Franklin Resources Inc 0 -100.00 0
2025-05-27 NP Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 713 0.56 5 -28.57
2025-08-26 NP SVAL - iShares US Small Cap Value Factor 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 106 1
2025-07-30 NP RFDA - RiverFront Dynamic US Dividend Advantage ETF 1,608 97.79 12 57.14
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 170,207 4.69 1,392 20.42
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 166 -73.65 1 -75.00
2025-05-28 NP TLSTX - Stock Index Fund 10 100.00 0
2025-08-05 13F Huntington National Bank 242 2.98 2 0.00
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 18,584 152
2025-08-08 13F Avalon Trust Co 358 3
2025-07-22 13F Capricorn Fund Managers Ltd 28,933 -12.69 237 0.43
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 183,363 14.19 1,366 -3.87
2025-06-26 NP DFUV - Dimensional US Marketwide Value ETF 9 125.00 0
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 0 -100.00 0 -100.00
2025-05-28 NP TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 149 7.19 1 0.00
2025-05-27 NP NOSGX - Northern Small Cap Value Fund 257 103.97 2 0.00
2025-08-14 13F Bank Of America Corp /de/ 473 -95.92 4 -96.34
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 2,198 12.83 16 -5.88
2025-07-16 13F Signaturefd, Llc 10 11.11 0
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 30,125 16.44 224 -1.75
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 21 5.00 0
2025-08-14 13F State Of Wisconsin Investment Board 11,979 98
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 342 6.88 3 50.00
2025-08-26 NP BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. 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 110 1
2025-08-04 13F Strs Ohio 0 -100.00 0
2025-08-12 13F XTX Topco Ltd 20,398 49.21 167 71.13
2025-04-29 NP AUERX - Auer Growth Fund 579 5
2025-08-14 13F Lazard Asset Management Llc 121 0
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 401 20.42 4 50.00
2025-08-13 13F Renaissance Technologies Llc 69,465 -5.54 568 8.81
2025-08-04 13F Amalgamated Bank 0 -100.00 0
2025-08-08 13F Pnc Financial Services Group, Inc. 85 -84.74 1 -100.00
2025-05-27 NP NSIDX - Northern Small Cap Index Fund 1,712 -44.95 12 -60.00
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 12,527 12.43 93 -5.10
2025-08-12 13F Ameritas Investment Partners, Inc. 0 -100.00 0
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 2,858 8.59 26 13.04
2025-05-15 13F Creative Planning 0 -100.00 0
2025-08-14 13F Ancora Advisors, LLC 33 0.00 0
2025-04-25 NP VCSLX - Small Cap Index Fund 2,066 2.89 18 -10.00
2025-08-27 NP OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 83 -5.68 1
2025-08-14 13F Raymond James Financial Inc 2,388 20
2025-08-08 13F SBI Securities Co., Ltd. 2 100.00 0
2025-08-27 NP VMNFX - Vanguard Market Neutral 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 Short -2,995 42.35 -24 71.43
2025-09-04 13F/A Advisor Group Holdings, Inc. 743 -39.54 6 -25.00
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 6,081 79.27 56 89.66
2025-05-28 NP SSMHX - State Street Small/mid Cap Equity Index Portfolio This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,410 52.05 17 13.33
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 3,301 -6.59 25 -22.58
2025-07-25 NP PMSAX - Global Multi-Strategy Fund Class A 113 113.21 1
2025-08-12 13F BlackRock, Inc. 129,656 -64.07 1,061 -58.69
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 53 32.50 0
2025-08-12 13F Deutsche Bank Ag\ 0 -100.00 0 -100.00
2025-08-14 13F Wellington Management Group Llp 35,292 -2.44 289 12.06
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 13,871 22.36 127 28.28
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0 -100.00 0
2025-07-11 13F Farther Finance Advisors, LLC 836 7
2025-06-24 NP MOPCX - NYLI WMC Small Companies Fund Class C 8,683 80
2025-08-14 13F Cubist Systematic Strategies, LLC 43,821 358
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 110 -67.16 1 -100.00
2025-08-06 13F Nvwm, Llc 2 0.00 0
2025-08-12 13F Dimensional Fund Advisors Lp 120,146 15.85 983 33.24
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 356 6.91 3 0.00
2025-05-28 NP QCEQRX - Equity Index Account Class R1 2,689 6.88 19 -20.83
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 11 120.00 0
2025-08-14 13F Sunbelt Securities, Inc. 108 -6.09 1
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 0 -100.00 0
2025-08-14 13F First Manhattan Co 251,702 -2.10 2,059 12.64
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 0 -100.00 0
2025-08-13 13F EverSource Wealth Advisors, LLC 964 5,255.56 8
2025-07-28 NP HDG - ProShares Hedge Replication ETF 7 16.67 0
2025-08-14 13F Wells Fargo & Company/mn 29,045 15.28 238 32.40
2025-07-10 13F Exchange Traded Concepts, Llc 486 4
2025-08-26 NP FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF 0 -100.00 0 -100.00
2025-05-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 981 6.86 7 -33.33
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 622 3.67 6 0.00
2025-07-11 13F Wedge Capital Management L L P/nc 177,367 11.00 1,451 27.64
2025-07-24 13F IFP Advisors, Inc 9 50.00 0
2025-08-12 13F Coldstream Capital Management Inc 0 -100.00 0
2025-07-08 13F Parallel Advisors, LLC 9 0.00 0
2025-08-14 13F Point72 Asset Management, L.P. 6,421 53
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 81 30.65 1
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 0 -100.00 0
2025-08-08 13F Larson Financial Group LLC 1 0.00 0
2025-08-14 13F Yorktown Energy Partners XI, L.P. 1,220,133 20.60 9,981 38.75
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 1,329 -25.21 11 -16.67
2025-08-14 13F Fmr Llc 8,763 -4.43 72 9.23
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 13,013 -75.16 106 -71.51
2025-08-15 13F State of Tennessee, Treasury Department 17,545 -28.26 144 -17.34
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 33,073 -75.67 271 -72.05
2025-05-05 13F Lindbrook Capital, Llc 8 100.00 0
2025-08-13 13F Russell Investments Group, Ltd. 1,690 -81.33 14 -79.69
2025-08-14 13F Bnp Paribas Arbitrage, Sa 556 15.11 5 33.33
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 7,313 7.10 67 11.67
2025-06-25 NP GSAOX - Goldman Sachs Small Cap Growth Insights Fund Class A 0 -100.00 0 -100.00
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 8,258 101.96 76 108.33
2025-08-14 13F/A Skopos Labs, Inc. 6 0
2025-08-05 13F Bank of New York Mellon Corp 0 -100.00 0
2025-07-23 NP CFSLX - Column Small Cap Fund 794 7.30 6 -16.67
2025-06-26 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 0 -100.00 0 -100.00
2025-08-14 13F Hrt Financial Lp 11,832 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 6,702 99.23 55 63.64
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 340 -55.50 3 -60.00
2025-06-26 NP TIEIX - TIAA-CREF Equity Index Fund Institutional Class 545 112.89 5 100.00
2025-04-28 NP COAL - Range Global Coal Index ETF 716 6
2025-08-14 13F UBS Group AG 4,280 22.57 35 45.83
2025-08-12 13F Nuveen, LLC 0 -100.00 0
2025-06-18 NP NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 57 111.11 1
2025-08-14 13F Citadel Advisors Llc 53,656 22.16 439 40.38
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 80,102 7.27 735 11.72
2025-08-14 13F Susquehanna International Group, Llp 46,187 281.55 378 338.37
2025-08-12 13F Global Retirement Partners, LLC 49 81.48 0
2025-08-18 NP GVMCX - Government Street Mid-Cap Fund 98 58.06 1
2025-05-06 13F Royce & Associates Lp 0 -100.00 0
2025-08-26 NP BOSVX - Omni Small-Cap Value Fund Class N 52 30.00 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 456 10.41 4 33.33
2025-07-31 13F Quest Partners LLC 535 21.32 4 33.33
2025-05-20 NP RIFBX - U.S. Small Cap Equity Fund 118 1
2025-08-04 13F Center for Financial Planning, Inc. 17 30.77 0
2025-08-14 13F Group One Trading, L.p. 341 3
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 383 112.78 4 200.00
2025-08-12 13F WealthTrak Capital Management LLC 30 30.43 0
2025-08-12 13F Pacer Advisors, Inc. 2,457 20
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 2,407 -73.90 20 -70.77
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 1,135 3.94 9 28.57
2025-08-28 NP AXVNX - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 53 60.61 0
2025-07-09 13F Harbor Capital Advisors, Inc. 16 45.45 0
2025-08-14 13F Point72 Asia (Singapore) Pte. Ltd. 1,846 15
2025-08-14 13F Comerica Bank 33,470 15.00 274 32.52
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 62 -73.62 1 -100.00
2025-05-19 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 3,572 9.24 25 -21.87
2025-05-22 NP PENN SERIES FUNDS INC - Small Cap Index Fund 162 6.58 1 0.00
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 6,391 7.09 48 -9.62
Other Listings
DE:5R01
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