SCLX - Scilex Holding Company Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham (NasdaqCM)

Scilex Holding Company
US ˙ NasdaqCM ˙ US80880W1062

Mga Batayang Estadistika
Pemilik Institusional 131 total, 131 long only, 0 short only, 0 long/short - change of 55.81% MRQ
Alokasi Portofolio Rata-rata 0.0007 % - change of -80.04% MRQ
Jumlah Saham Beredar shares (source: Capital IQ)
Saham Institusional (Jangka Panjang) 833,486 - 15.16% (ex 13D/G) - change of -14.42MM shares -94.52% MRQ
Nilai Institusional (Jangka Panjang) $ 4,391 USD ($1000)
Kepemilikan Institusional dan Pemegang Saham

Scilex Holding Company (US:SCLX) memiliki 131 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 833,486 saham. Pemegang saham terbesar meliputi Vanguard Group Inc, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, BlackRock, Inc., VEXMX - Vanguard Extended Market Index Fund Investor Shares, Geode Capital Management, Llc, VBINX - Vanguard Balanced Index Fund Investor Shares, IWM - iShares Russell 2000 ETF, FSMAX - Fidelity Extended Market Index Fund, IWV - iShares Russell 3000 ETF, and EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB .

Struktur kepemilikan institusional Scilex Holding Company (NasdaqCM:SCLX) 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 22.80 / share. Previously, on September 9, 2024, the share price was 35.70 / share. This represents a decline of 36.13% over that period.

SCLX / Scilex Holding Company 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.

SCLX / Scilex Holding Company Historical Put/Call Ratio
Pengajuan 13D/G

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

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

Upgrade to unlock premium data.

Tanggal File Formulir Investor Sebelumnya
Saham
Terbaru
Saham
Δ Saham
(Persen)
Kepemilikan
(Persen)
Δ Pagmamay-ari
(Persen)
2025-08-14 13G/A ORAMED PHARMACEUTICALS INC. 732,717 764,277 4.31 9.90 0.00
2025-08-14 13G/A ARMISTICE CAPITAL, LLC 4,800,000 8.65
2025-01-23 13D/A SCLX Stock Acquisition JV LLC 80,586,928 21.10
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 Larson Financial Group LLC 42 0
2025-07-28 NP UWM - ProShares Ultra Russell2000 90 -97.17 0
2025-07-31 13F Nisa Investment Advisors, Llc 12 0
2025-08-27 NP VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 84,663 -95.96 499 -4.23
2025-05-23 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 18,650 0.00 3 -50.00
2025-08-14 13F Wells Fargo & Company/mn 260 2
2025-08-11 13F TD Waterhouse Canada Inc. 17 0
2025-08-14 13F Quantinno Capital Management LP 13,467 79
2025-07-29 13F Activest Wealth Management 302 2
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 219 -97.07 1 -66.67
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 91 -97.16 0 -100.00
2025-07-11 13F Farther Finance Advisors, LLC 2 0
2025-06-18 NP GMRAX - Nationwide Small Cap Index Fund Class A 171 -97.15 1 -100.00
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 8,572 -95.24 44 2.38
2025-06-20 NP JSML - Janus Henderson Small Cap Growth Alpha ETF 7,591 -98.46 36 -82.67
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 11 -97.26 0
2025-08-12 13F Legal & General Group Plc 5 0
2025-08-15 13F E Fund Management Co., Ltd. 0 -100.00 0
2025-08-26 NP PEXMX - T. Rowe Price Extended Equity Market 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 7,202 -32.07 42 2,000.00
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 44 0
2025-07-28 NP URTY - ProShares UltraPro Russell2000 139 -97.15 1 -100.00
2025-06-30 NP VT - Vanguard Total World Stock 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 872 -97.14 4 -92.98
2025-07-31 13F/A Avion Wealth 77 0
2025-07-08 13F Parallel Advisors, LLC 3 0
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 4,217 20
2025-08-08 13F Geode Capital Management, Llc 61,839 364
2025-08-14 13F/A Barclays Plc 5,584 0
2025-08-14 13F Raymond James Financial Inc 473 3
2025-08-14 13F Susquehanna International Group, Llp Call 13,200 78
2025-08-15 13F Tower Research Capital LLC (TRC) 35 0
2025-04-22 NP FSTBX - FEDERATED GLOBAL ALLOCATION 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 1 0.00 0
2025-05-27 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 2,422 0.00 1 -100.00
2025-08-11 13F Cornerstone Planning Group LLC 1 0.00 0
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 39 -97.21 0
2025-07-07 13F Versant Capital Management, Inc 761 4
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 6 -97.52 0
2025-08-15 13F Morgan Stanley 18,054 106
2025-09-04 13F/A Advisor Group Holdings, Inc. 232 1
2025-08-13 13F Norges Bank 13,644 80
2025-08-13 13F Jones Financial Companies Lllp 30 0
2025-08-08 13F/A Sterling Capital Management LLC 9 0
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 106 1
2025-07-29 NP Guggenheim Active Allocation Fund 14 -97.14 0
2025-08-14 13F Royal Bank Of Canada 917 5
2025-08-14 13F Navigoe, LLC 8 0
2025-06-26 NP FZIPX - Fidelity ZERO Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6 -99.98 0 -100.00
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
2025-08-14 13F State Street Corp 11,888 70
2025-08-08 13F SBI Securities Co., Ltd. 9 -97.50 0
2025-08-12 13F BlackRock, Inc. 132,332 779
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 628 -97.15 4 -40.00
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 44,335 -22.08 261 1,764.29
2025-06-25 NP BBC - Virtus LifeSci Biotech Clinical Trials ETF 512 -97.15 2 -66.67
2025-08-11 13F Vanguard Group Inc 294,314 1,734
2025-06-27 NP LABU - Direxion Daily S&P Biotech Bull 3X Shares Direxion Daily S&P Biotech Bull 3X Shares 17,718 -97.14 84 -67.45
2025-08-12 13F Jpmorgan Chase & Co 6 0
2025-07-28 NP HDG - ProShares Hedge Replication ETF 7 -97.19 0
2025-06-20 NP JSMD - Janus Henderson Small/Mid Cap Growth Alpha ETF 7,425 -96.36 35 -58.33
2025-07-14 13F Hoey Investments, Inc 1 0
2025-08-19 13F Newbridge Financial Services Group, Inc. 25 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 0 -100.00 0
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 0 -100.00 0 -100.00
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 0 -100.00 0 -100.00
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 2,265 -97.93 12 -56.00
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 0 -100.00 0 -100.00
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 0 -100.00 0 -100.00
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 0 -100.00 0
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 0 -100.00 0 -100.00
2025-08-19 13F Asset Dedication, LLC 3 0
2025-05-28 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 1,578 0.00 0
2025-08-28 NP JAEWX - Small Cap Index Trust NAV 0 -100.00 0 -100.00
2025-08-28 NP JAFVX - Strategic Equity Allocation Trust Series NAV 0 -100.00 0 -100.00
2025-08-28 NP JAFEX - Total Stock Market Index Trust NAV 0 -100.00 0
2025-07-28 NP QQQS - Invesco NASDAQ Future Gen 200 ETF 72 -97.17 0
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 1 0
2025-05-27 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 19,201 0.51 5 -50.00
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 3 0
2025-07-18 13F SOA Wealth Advisors, LLC. 13 0
2025-08-14 13F Federation des caisses Desjardins du Quebec 3 0
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 68 -97.17 0
2025-08-12 13F Rhumbline Advisers 38 0
2025-06-24 NP TILT - FlexShares Morningstar US Market Factor Tilt Index Fund This fund is a listed as child fund of Northern Trust 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
2025-08-12 13F CIBC Private Wealth Group, LLC 4 0
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 0 -100.00 0
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 24,680 -95.29 126 2.44
2025-08-14 13F Operose Advisors LLC 20 0
2025-07-24 13F Us Bancorp \de\ 7 0
2025-05-23 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 15,285 0.00 3 -60.00
2025-08-07 13F Allworth Financial LP 13 0
2025-07-28 13F Harbour Investments, Inc. 8 0
2025-08-13 13F Northwestern Mutual Wealth Management Co 31 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 1,203 -98.78 7 -96.50
2025-08-12 13F Deutsche Bank Ag\ 800 5
2025-08-14 13F CoreCap Advisors, LLC 12 0
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 66 -97.16 0
2025-08-18 13F/A National Bank Of Canada /fi/ 1,795 10
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 0 -100.00 0 -100.00
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 3 -97.35 0
2025-08-14 13F Van Eck Associates Corp 0 -100.00 0
2025-06-25 NP FHLC - Fidelity MSCI Health Care Index 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 997 5
2025-08-26 NP Profunds - Profund Vp Small-cap 5 -97.47 0
2025-08-12 13F Steward Partners Investment Advisory, Llc 9 0
2025-07-28 NP VCSLX - Small Cap Index Fund 0 -100.00 0 -100.00
2025-06-26 NP USMIX - Extended Market Index Fund 203 185.92 1
2025-07-23 13F Klp Kapitalforvaltning As 290 -97.16 2 -50.00
2025-07-16 13F PFS Partners, LLC 4 0
2025-08-12 13F Global Retirement Partners, LLC 5 0
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 867 4
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 40,870 241
2025-08-13 13F MetLife Investment Management, LLC 1,091 6
2025-08-28 NP Humankind Benefit Corp - Humankind US Stock ETF 0 -100.00 0
2025-06-30 NP VEXPX - VANGUARD EXPLORER 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 2,813 -97.14 13 -92.93
2025-08-14 13F Citadel Advisors Llc 12,658 75
2025-08-12 13F MAI Capital Management 18 0
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 7 -97.49 0
2025-08-28 NP ITOT - iShares Core S&P Total U.S. Stock Market 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 1,436 8
2025-08-06 13F Golden State Wealth Management, LLC 20 0
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 348 2
2025-08-14 13F UBS Group AG 18,426 109
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 0 -100.00 0 -100.00
2025-08-26 NP PSGIX - Blackrock Advantage Small Cap Growth Fund Institutional This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 0 -100.00 0 -100.00
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 0 -100.00 0
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 162,400 -95.63 957 3.69
2025-05-27 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 4,477 0.00 1 0.00
2025-07-14 13F Armstrong Advisory Group, Inc 5 0
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 0 -100.00 0 -100.00
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 1 -97.92 0
2025-08-28 NP XBI - SPDR(R) S&P(R) Biotech 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 0 -100.00 0 -100.00
2025-05-23 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 3,124 0.00 1 -100.00
2025-08-07 13F Flagship Wealth Advisors, Llc 2 0
2025-08-28 NP SPGM - SPDR(R) Portfolio MSCI Global Stock Market 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 0 -100.00 0
2025-08-14 13F Bank Of America Corp /de/ 9,604 57
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 7,558 -93.96 39 31.03
2025-07-24 NP ONEQ - Fidelity Nasdaq Composite Index Tracking Stock 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 1,286 -97.90 7 -57.14
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 0 -100.00 0 -100.00
2025-08-13 13F New York State Common Retirement Fund 13 0
2025-08-14 13F Rafferty Asset Management, LLC 17,718 104
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 0 -100.00 0 -100.00
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 0 -100.00 0
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 0 -100.00 0 -100.00
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 0 -100.00 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 9,948 59
2025-08-05 13F GPS Wealth Strategies Group, LLC 4 0
2025-08-14 13F Bnp Paribas Arbitrage, Sa 2,566 15
2025-08-27 NP OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 0 -100.00 0 -100.00
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 136 1
2025-06-26 NP FZROX - Fidelity ZERO Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,899 -96.14 9 -55.00
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 29 -97.17 0
2025-06-23 NP PPNMX - SmallCap Growth Fund I R-3 28 -97.23 0
2025-07-14 13F Painted Porch Advisors LLC 0 -100.00 0
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 906 -97.86 5 -50.00
2025-08-08 13F New England Capital Financial Advisors LLC 23 0
2025-08-12 13F SRS Capital Advisors, Inc. 1 0
2025-08-29 NP STXK - Strive Small-Cap ETF 2 0
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 889 -91.83 5 150.00
2025-07-14 13F GAMMA Investing LLC 46 0
2025-08-19 13F State of Wyoming 9 0
2025-08-05 13F Tsfg, Llc 1 0
2025-07-24 NP BDSIX - BlackRock Advantage Small Cap Core Fund Institutional Shares 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 12,288 -97.14 63 -38.00
2025-08-12 13F Proequities, Inc. 0 0
2025-07-22 NP GINN - Goldman Sachs Innovate Equity ETF 0 -100.00 0
2025-06-25 NP ISCB - iShares Morningstar Small-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 0 -100.00 0 -100.00
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