PBFS - Pioneer Bancorp, Inc. Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham (NasdaqCM)

Pioneer Bancorp, Inc.
US ˙ NasdaqCM ˙ US7235611065

Mga Batayang Estadistika
Pemilik Institusional 170 total, 170 long only, 0 short only, 0 long/short - change of 0.00% MRQ
Alokasi Portofolio Rata-rata 0.0537 % - change of 1.47% MRQ
Jumlah Saham Beredar shares (source: Capital IQ)
Saham Institusional (Jangka Panjang) 6,873,811 - 27.93% (ex 13D/G) - change of -0.20MM shares -2.79% MRQ
Nilai Institusional (Jangka Panjang) $ 57,075 USD ($1000)
Kepemilikan Institusional dan Pemegang Saham

Pioneer Bancorp, Inc. (US:PBFS) memiliki 170 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 6,873,811 saham. Pemegang saham terbesar meliputi M3F, Inc., Vanguard Group Inc, BlackRock, Inc., VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Alliancebernstein L.p., Private Capital Management, LLC, IWM - iShares Russell 2000 ETF, Geode Capital Management, Llc, Dimensional Fund Advisors Lp, and State Street Corp .

Struktur kepemilikan institusional Pioneer Bancorp, Inc. (NasdaqCM:PBFS) 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 13.23 / share. Previously, on September 6, 2024, the share price was 11.03 / share. This represents an increase of 19.95% over that period.

PBFS / Pioneer Bancorp, 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.

PBFS / Pioneer Bancorp, 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)
2025-02-13 13G/A M3 PARTNERS LP 1,809,350 2,319,023 28.17 8.93 28.12
2024-11-13 13G/A FJ Capital Management LLC 1,607,359 803,529 -50.01 3.07 -50.40
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 Private Capital Management, LLC 358,697 38.01 4,315 42.03
2025-06-25 NP VFPIX - Private Capital Management Value Fund Class I 30,765 345
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 300 0.00 3 0.00
2025-07-28 NP HDG - ProShares Hedge Replication ETF 15 7.14 0
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 5,219 23.70 63 26.53
2025-07-31 13F Nisa Investment Advisors, Llc 1,020 0.00 12 9.09
2025-08-14 13F Goldman Sachs Group Inc 26,872 -32.11 323 -30.24
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 910 0.00 11 0.00
2025-08-07 13F Los Angeles Capital Management Llc 18,172 219
2025-08-14 13F Fmr Llc 193 -5.85 2 0.00
2025-08-14 13F Wells Fargo & Company/mn 8,220 2.89 99 5.38
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 535 0.00 6 0.00
2025-08-13 13F Northern Trust Corp 83,180 -5.88 1,001 -3.29
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 748 0.00 9 0.00
2025-07-24 13F IFP Advisors, Inc 30 2,900.00 0
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 958 11,875.00 11
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 14,314 0.00 172 2.99
2025-07-28 NP URTY - ProShares UltraPro Russell2000 850 -28.63 10 -35.71
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 4,523 -3.64 54 0.00
2025-08-28 NP IWC - iShares Micro-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 25,323 -1.67 305 1.00
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 918 0.00 11 10.00
2025-08-13 13F Russell Investments Group, Ltd. 1,194 73.29 14 75.00
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 16 0.00 0
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 24,292 3.53 273 0.37
2025-08-13 13F Panagora Asset Management Inc 11,212 0.00 135 2.29
2025-07-14 13F GAMMA Investing LLC 44 -38.89 1
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 2,248 0.00 27 3.85
2025-08-26 NP BRUSX - Ultra-Small Company Fund Class N 15,600 0.00 188 2.75
2025-08-28 NP TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 302 0.00 4 0.00
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 14,323 12.28 163 7.95
2025-08-13 13F Arrowstreet Capital, Limited Partnership 52,740 0.00 634 2.76
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 1,483 0.00 18 0.00
2025-08-15 13F Tower Research Capital LLC (TRC) 3,493 160.48 42 180.00
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 131,371 -25.01 1,580 -22.96
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 14,070 0.00 158 -3.09
2025-07-25 13F Cwm, Llc 1,581 35.24 0
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 17,597 0.00 197 -2.96
2025-06-26 NP USMIX - Extended Market Index Fund 1,185 -14.19 13 -13.33
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 500 0.00 6 20.00
2025-05-14 13F Keeley-Teton Advisors, LLC 0 -100.00 0 -100.00
2025-08-12 13F Charles Schwab Investment Management Inc 33,718 8.51 406 11.57
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 309 0.00 4 0.00
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 33,996 0.00 381 -3.05
2025-08-14 13F Susquehanna International Group, Llp 16,215 -0.25 195 2.63
2025-08-12 13F Legal & General Group Plc 1,091 18.20 13 30.00
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 1,810 54.70 22 61.54
2025-08-11 13F Martingale Asset Management L P 29,441 -6.98 354 -4.32
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 3,302 0.00 40 2.63
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 4,144 0.00 50 2.08
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 1,697 0.00 20 5.26
2025-08-26 NP TLSTX - Stock Index Fund 226 0.00 3 0.00
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 3 0.00 0
2025-08-13 13F M3F, Inc. 2,090,442 -9.91 25 -7.41
2025-08-11 13F Empowered Funds, LLC 71,782 10.23 864 13.25
2025-08-14 13F California State Teachers Retirement System 844 0.00 10 11.11
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 5,388 0.00 65 1.59
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 5,447 -44.58 66 -43.48
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 6,278 -10.44 76 -8.54
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 1,324 2.56 15 0.00
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 4,950 0.00 60 3.51
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 2,389 8.44 29 12.00
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 57 -5.00 1
2025-08-14 13F Federation des caisses Desjardins du Quebec 1,000 0.00 12 9.09
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 1,540 67.39 19 80.00
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 26 -3.70 0
2025-08-12 13F Rhumbline Advisers 17,351 6.25 209 8.90
2025-07-29 NP Guggenheim Active Allocation Fund 69 0.00 1
2025-06-18 NP GMRAX - Nationwide Small Cap Index Fund Class A 658 0.00 7 0.00
2025-08-08 13F/A Sterling Capital Management LLC 329 57.42 4 50.00
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 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 1,058 0.00 12 -8.33
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 2,217 -21.80 27 -21.21
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 770 11.59 9 14.29
2025-08-04 13F Amalgamated Bank 400 0.00 0
2025-08-13 13F MetLife Investment Management, LLC 6,901 0.00 83 3.75
2025-08-13 13F EverSource Wealth Advisors, LLC 64 276.47 1
2025-08-14 13F Millennium Management Llc 14,231 -20.20 171 -17.79
2025-08-14 13F Jane Street Group, Llc 17,116 65.85 206 70.83
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 2,154 18.81 24 20.00
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 1,077 0.00 12 0.00
2025-08-12 13F Jpmorgan Chase & Co 5,469 -61.89 66 -61.31
2025-07-28 NP UWM - ProShares Ultra Russell2000 1,162 -18.63 13 -18.75
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 1,132 0.00 13 -7.69
2025-07-29 NP VTWV - Vanguard Russell 2000 Value Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7,966 -0.75 91 -5.26
2025-08-14 13F Aqr Capital Management Llc 19,297 44.43 232 48.72
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 497,901 0.00 5,990 2.73
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 9,000 18.42 108 22.73
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 2,062 0.00 23 0.00
2025-08-12 13F Corebridge Financial, Inc. 0 -100.00 0
2025-08-07 13F Allworth Financial LP 19 0
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 380 1.60 4 0.00
2025-08-28 NP SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 246 0.00 3 0.00
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 1,350 0.00 16 6.67
2025-08-14 13F Bank Of America Corp /de/ 8,211 -6.87 99 -4.85
2025-07-25 13F Sequoia Financial Advisors, LLC 10,967 0.00 132 2.34
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 58,317 9.05 665 4.40
2025-08-12 13F BlackRock, Inc. 629,101 -4.81 7,568 -2.21
2025-05-07 13F Picton Mahoney Asset Management 0 -100.00 0
2025-08-12 13F Nuveen, LLC 13,460 0.00 162 2.55
2025-09-04 13F/A Advisor Group Holdings, Inc. 3,063 2.10 37 2.86
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 47 6.82 1
2025-08-11 13F Citigroup Inc 4,990 -51.96 60 -50.41
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 12 0.00 0
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 2,629 32
2025-08-08 13F Hartland & Co., LLC 30 0
2025-08-07 13F Fagan Associates, Inc. 17,000 0.00 205 2.51
2025-08-27 13F/A Squarepoint Ops LLC 0 -100.00 0 -100.00
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 16,017 19.74 180 16.23
2025-08-08 13F Geode Capital Management, Llc 252,549 0.04 3,038 2.77
2025-08-13 13F Renaissance Technologies Llc 85,060 -3.73 1,023 -1.06
2025-08-13 13F Northwestern Mutual Wealth Management Co 3,750 0.00 45 4.65
2025-08-08 13F Pnc Financial Services Group, Inc. 35 118.75 0
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 8,918 0.00 107 2.88
2025-08-01 13F First Pacific Advisors, LP 166,974 0.00 2,009 2.71
2025-07-25 13F Allspring Global Investments Holdings, LLC 0 -100.00 0
2025-08-28 NP IWM - iShares Russell 2000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 280,434 -8.46 3,374 -5.97
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 1,588 0.00 19 5.56
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 12,534 0.00 141 -3.45
2025-08-14 13F Bnp Paribas Arbitrage, Sa 1,191 -93.26 14 -93.24
2025-07-29 NP SVYAX - SIIT U.S. Managed Volatility Fund - Class A 0 -100.00 0 -100.00
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 968 0.00 11 -9.09
2025-08-04 13F Strs Ohio 5,100 0.00 61 3.39
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 11 -15.38 0
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 16,118 112.41 194 119.32
2025-05-30 NP SVOAX - Simt Us Managed Volatility Fund Class F 4,098 18.61 48 20.51
2025-08-05 13F Bank of New York Mellon Corp 26,219 7.87 315 10.92
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 200 -2.91 2 0.00
2025-08-14 13F Bridgeway Capital Management Inc 169,982 4.08 2,045 6.90
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 20,424 0.00 246 2.51
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 545 0.00 6 0.00
2025-07-09 13F Harbor Capital Advisors, Inc. 280 -25.53 0
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 739 -25.28 9 -27.27
2025-08-29 NP BSVO - EA Bridgeway Omni Small-Cap Value ETF 71,682 10.08 862 13.12
2025-08-27 NP Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 1,153 0.00 14 0.00
2025-08-11 13F Covestor Ltd 202 4.66 0
2025-08-15 13F Captrust Financial Advisors 17,807 12.72 214 16.30
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 18,049 0.00 206 -4.21
2025-08-14 13F UBS Group AG 6,779 -0.10 82 2.53
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 1,079 20.16 13 20.00
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 112,328 -0.15 1,260 -3.23
2025-08-13 13F Gator Capital Management, LLC 40,896 0.00 492 2.72
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 39 -7.14 0
2025-08-13 13F New York State Common Retirement Fund 3,998 0.00 0
2025-06-27 NP RSSL - Global X Russell 2000 ETF 7,078 5.55 79 2.60
2025-08-14 13F Royal Bank Of Canada 18,913 0.89 227 3.18
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 2,700 0.00 31 -6.25
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 1,272 0.00 14 0.00
2025-05-21 13F Acadian Asset Management Llc 0 -100.00 0
2025-07-11 13F Farther Finance Advisors, LLC 6,000 0.00 72 4.35
2025-08-26 NP Profunds - Profund Vp Small-cap 26 0.00 0
2025-08-12 13F Dimensional Fund Advisors Lp 213,642 8.90 2,571 11.93
2025-08-15 13F Morgan Stanley 45,871 -7.55 552 -5.16
2025-08-14 13F Raymond James Financial Inc 200 2
2025-08-11 13F Vanguard Group Inc 716,535 -6.10 8,620 -3.54
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 2,717 0.00 30 -3.23
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 32,050 0.00 360 -3.23
2025-08-14 13F Citadel Advisors Llc 31,135 36.36 375 40.07
2025-05-29 NP JAFEX - Total Stock Market Index Trust NAV 424 81.97 5 100.00
2025-08-22 NP FISVX - Fidelity Small Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11,861 -1.80 143 0.71
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 14,004 0.00 160 -4.22
2025-08-14 13F/A Barclays Plc 21,220 51.15 0
2025-08-26 NP BOSVX - Omni Small-Cap Value Fund Class N 82,600 0.00 994 2.69
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 1,705 0.00 21 5.26
2025-05-15 13F FJ Capital Management LLC 0 -100.00 0
2025-08-06 13F True Wealth Design, LLC 35 -30.00 0
2025-05-15 13F SRS Capital Advisors, Inc. 0 -100.00 0
2025-07-28 NP VCSLX - Small Cap Index Fund 9,217 107.22 105 101.92
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 118 -30.59 1 0.00
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 10,487 0.00 118 -3.31
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 52,659 -1.95 600 -6.10
2025-06-24 NP SWSSX - Schwab Small-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 28,353 -3.36 318 -6.19
2025-08-28 NP IWN - iShares Russell 2000 Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 105,955 -4.47 1,275 -1.85
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F State Street Corp 182,828 3.51 2,199 6.33
2025-06-26 NP TIEIX - TIAA-CREF Equity Index Fund Institutional Class 385 0.00 4 0.00
2025-08-14 13F Alliancebernstein L.p. 451,799 2.70 5,435 5.51
2025-08-08 13F SBI Securities Co., Ltd. 1 0.00 0
2025-08-12 13F Ameritas Investment Partners, Inc. 918 0.00 11 10.00
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 1,880 0.00 23 0.00
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