FG / F&G Annuities & Life, Inc. - Kepemilikan Institusional - Pembeli

F&G Annuities & Life, Inc.
US ˙ NYSE

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di F&G Annuities & Life, Inc. meliputi Woodline Partners LP, AFDVX - Applied Finance Explorer Fund Investor Class, CSM Advisors, LLC, Eaton Financial Holdings Company, LLC, NOSGX - Northern Small Cap Value Fund, Caxton Associates Llp, Toroso Investments, LLC, Readystate Asset Management Lp, Brevan Howard Capital Management LP, Capstone Investment Advisors, Llc, Mangrove Partners, FZROX - Fidelity ZERO Total Market Index Fund, Quantinno Capital Management LP, Centiva Capital, LP, Ieq Capital, Llc, FZIPX - Fidelity ZERO Extended Market Index Fund, Stoneridge Investment Partners Llc, VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class, DIVB - iShares U.S. Dividend and Buyback ETF, dan QRFT - QRAFT AI-Enhanced U.S. Large Cap ETF .

Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.

Tingkatkan ke versi premium untuk membuka data premium.

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 266 9
2025-05-05 13F Lindbrook Capital, Llc 29 2,800.00 1
2025-08-22 NP FECGX - Fidelity Small Cap Growth Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 901 44.62 29 27.27
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 130,094 1,634.12 4,160 1,440.74
2025-07-15 13F Fifth Third Bancorp 153 2.68 5 -20.00
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 516 48.70 17 33.33
2025-07-17 13F DiNuzzo Private Wealth, Inc. 8 33.33 0
2025-08-26 NP IAK - iShares U.S. Insurance 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 20,115 6.09 643 -5.86
2025-08-13 13F Victory Capital Management Inc 15,719 5.06 503 -6.86
2025-08-05 13F Scarborough Advisors, LLC 2 0
2025-08-20 NP HWVIX - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 80,300 29.73 2,568 15.06
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 460 15
2025-08-14 13F Quantinno Capital Management LP 9,316 298
2025-08-12 13F BlackRock, Inc. 1,585,251 11.64 50,696 -0.96
2025-07-30 13F Denali Advisors Llc 173,433 1,248.20 5,546 1,097.84
2025-08-06 13F True Wealth Design, LLC 1 0
2025-08-07 13F CSM Advisors, LLC 120,813 4
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 37,520 21.74 1,200 7.92
2025-08-12 13F American Century Companies Inc 365,343 23.38 11,684 9.45
2025-07-29 NP EBI - Longview Advantage ETF 2,032 11,852.94 65
2025-08-13 13F MetLife Investment Management, LLC 207,963 1,772.19 6,651 1,562.50
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 109 14.74 3 0.00
2025-08-12 13F Jpmorgan Chase & Co 40,203 46.18 1,286 29.67
2025-08-26 NP Profunds - Profund Vp Small-cap 49 16.67 2 0.00
2025-08-14 13F Parkwood LLC 205,944 31.96 7 20.00
2025-08-13 13F Centiva Capital, LP 8,870 284
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 20,358 127.79 709 72.68
2025-07-31 13F/A Avion Wealth 519 1.17 0
2025-08-14 13F Wells Fargo & Company/mn 27,878 3.49 892 -8.24
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 3,715 24.16 129 -5.84
2025-03-20 NP QRFT - QRAFT AI-Enhanced U.S. Large Cap ETF 171 8
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 1,165 37
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 51,863 117.06 1,805 64.69
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 4,954 21.96 158 8.22
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 299,799 21.50 9,582 -8.80
2025-08-13 13F Norges Bank 265,894 8,503
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 7,494 6.55 261 -19.25
2025-08-11 13F Rothschild Investment Llc 70 133.33 2 100.00
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 50 13.64 2 0.00
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 11,668 5.74 373 -6.05
2025-08-14 13F Susquehanna International Group, Llp Put 77,900 2,491
2025-08-14 13F Susquehanna International Group, Llp 58,470 96.25 1,870 74.02
2025-08-07 13F Allworth Financial LP 289 702.78 9 800.00
2025-08-14 13F Susquehanna International Group, Llp Call 22,000 7.32 704 -4.87
2025-07-07 13F Versant Capital Management, Inc 294 29.52 9 12.50
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 9,786 341
2025-08-11 13F Martingale Asset Management L P 17,398 61.02 556 42.93
2025-08-12 13F Rhumbline Advisers 32,500 14.36 1,039 1.46
2025-08-14 13F Ubs Asset Management Americas Inc 63,264 23.86 2,023 9.89
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 2,531 10.77 81 -2.44
2025-08-13 13F EverSource Wealth Advisors, LLC 659 36.44 21 23.53
2025-08-29 NP STXK - Strive Small-Cap ETF 540 2.66 17 -5.56
2025-08-14 13F Citadel Advisors Llc Call 21,200 0.47 678 -10.92
2025-09-04 13F/A Advisor Group Holdings, Inc. 607 10.97 19 0.00
2025-08-14 13F UBS Group AG 115,457 79.03 3,692 58.86
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 59,297 54.66 2,064 17.27
2025-08-14 13F Capstone Investment Advisors, Llc 10,387 332
2025-07-28 NP AVLV - Avantis U.S. Large 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 10,144 10.88 324 -16.71
2025-08-14 13F Millennium Management Llc 301,046 38.54 9,627 22.90
2025-06-25 NP FNCL - Fidelity MSCI Financials 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 5,188 23.44 181 -6.25
2025-07-22 13F Belpointe Asset Management LLC 9,566 22.52 306 8.54
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 3,216 13.72 103 0.99
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 1,175 34.75 41 0.00
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 9,593 18.64 307 5.15
2025-08-14 13F/A Barclays Plc 39,735 8.73 1 0.00
2025-07-28 NP HDG - ProShares Hedge Replication ETF 24 9.09 1
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 1,496 12.31 48 -2.08
2025-07-08 13F Arlington Trust Co LLC 1 0
2025-08-14 13F Dark Forest Capital Management Lp 25,884 828
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 6,440 224
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 5,702 17.98 182 4.60
2025-08-08 13F Mitsubishi UFJ Trust & Banking Corp 13,835 442
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 3,932 125.33 137 70.00
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 10,151 8.64 325 -3.57
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 529,565 7.41 16,935 -4.72
2025-07-21 13F Pflug Koory, LLC 40 1
2025-08-14 13F Ancora Advisors, LLC 126,729 96.03 4,053 73.91
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 17,432 1,313.79 607 982.14
2025-07-22 13F Gsa Capital Partners Llp 44,052 429.15 1
2025-07-25 NP SCHB - Schwab U.S. Broad Market 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 13,387 28.88 428 -3.39
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 1,256 57.99 44 19.44
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 93,436 9.79 2,986 -17.58
2025-07-24 13F IFP Advisors, Inc 196 6
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 39,608 15.11 1,266 -13.65
2025-07-25 13F Cwm, Llc 2,963 737.01 0
2025-04-24 NP OASC - OneAscent Small Cap Core ETF 812 12.00 35 -2.86
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 176,908 10.40 5,658 -2.08
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 12,692 51.47 406 13.76
2025-08-28 NP Humankind Benefit Corp - Humankind US Stock ETF 346 21.83 11 10.00
2025-06-26 NP DFUV - Dimensional US Marketwide Value ETF 7,080 1.30 246 -23.12
2025-08-14 13F Royal Bank Of Canada 4,470 21.47 143 8.33
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 11 0
2025-08-05 13F Bank of New York Mellon Corp 263,451 2.90 8,425 -8.71
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 74 10.45 2 0.00
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 1,268 68.62 41 25.00
2025-08-20 NP AATIX - Ancora/Thelen Small-Mid Cap Class I 43,521 99.90 1,392 77.42
2025-08-21 NP MXLSX - Great-West Loomis Sayles Small Cap Value Fund Investor Class 21,600 60.00 691 41.98
2025-08-14 13F Gotham Asset Management, LLC 37,485 64.31 1,199 45.74
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 6 20.00 0
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 30,754 34.00 983 0.51
2025-07-08 13F Nbc Securities, Inc. 1,111 234.64 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 24,977 2.09 799 -9.42
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 16,400 14.69 524 1.75
2025-06-23 NP IYY - iShares Dow Jones U.S. 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 909 18.82 32 -11.43
2025-07-28 NP AVLC - Avantis U.S. Large Cap Equity ETF 11 0
2025-08-26 NP NOSGX - Northern Small Cap Value Fund 17,165 549
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 189,100 4.72 6,583 -20.60
2025-08-14 13F Woodline Partners LP 336,731 10,769
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 153 0
2025-08-08 13F Jupiter Asset Management Ltd 59,909 1,916
2025-08-11 13F Vanguard Group Inc 2,058,293 1.40 65,824 -10.05
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 347 1,139.29 12 1,100.00
2025-08-14 13F Mangrove Partners 10,219 327
2025-08-14 13F Price T Rowe Associates Inc /md/ 10,646 29.73 0
2025-07-22 13F Iron Horse Wealth Management, LLC 5,222 11.61 167 -1.19
2025-07-24 13F Ronald Blue Trust, Inc. 56 154.55 2
2025-08-14 13F Sei Investments Co 19,700 107.30 630 83.92
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 3,185 18.23 102 4.12
2025-08-14 13F Verition Fund Management LLC 22,989 78.09 735 58.06
2025-08-08 13F Geode Capital Management, Llc 509,212 12.61 16,286 -0.12
2025-07-11 13F Farther Finance Advisors, LLC 119 1.71 4 -25.00
2025-07-15 13F Eaton Financial Holdings Company, LLC 23,250 744
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 34,504 182.43 1,201 114.46
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 60,700 8.20 1,940 -18.80
2025-08-14 13F Aqr Capital Management Llc 51,140 251.53 1,635 214.42
2025-08-13 13F Renaissance Technologies Llc 83,000 35.18 2,654 19.93
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 36,900 17.09 1,180 3.87
2025-08-14 13F Qube Research & Technologies Ltd 44,176 1,413
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 1,568 18.16 50 6.38
2025-07-25 NP SCHK - Schwab 1000 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 1,749 41.73 56 5.77
2025-07-25 NP SCHA - Schwab U.S. Small-Cap 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 102,829 21.55 3,286 -8.77
2025-07-11 13F Arthur M. Cohen & Associates, Llc 35,215 5.07 1,126 -6.79
2025-07-25 13F Stephens Consulting, LLC 29 190.00 1
2025-05-29 NP AFDVX - Applied Finance Explorer Fund Investor Class 140,000 4,873
2025-08-14 13F Alliancebernstein L.p. 36,754 5.15 1,175 -6.75
2025-08-12 13F Ameritas Investment Partners, Inc. 2,174 18.35 70 4.55
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 827 56.93 26 44.44
2025-08-26 NP EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 9,536 23.27 305 9.35
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 14,592 49.85 508 13.42
2025-08-13 13F Quantbot Technologies LP 7,258 13.74 232 0.87
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability 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 3,457 14.81 120 -13.04
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 157 1.95 5 -28.57
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 7,371 34.38 257 1.99
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 1,998 28.49 64 12.50
2025-08-29 NP EZM - WisdomTree U.S. MidCap Fund N/A 38,596 1.50 1,234 -9.93
2025-05-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 11,806 2.36 426 -10.90
2025-08-06 13F Moors & Cabot, Inc. 57,348 67.24 1,834 48.38
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 24,886 18.17 796 4.74
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 7,029 6.94 225 -5.08
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 9,846 14.01 315 0.96
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 4,112 13.43 132 0.77
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 21,968 16.73 703 3.54
2025-07-31 13F Caitong International Asset Management Co., Ltd 39 1
2025-08-12 13F MAI Capital Management 54,427 176.20 1,741 145.07
2025-08-11 13F Stoneridge Investment Partners Llc 6,440 0
2025-06-25 NP DIVB - iShares U.S. Dividend and Buyback 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 295 10
2025-07-30 13F Bleakley Financial Group, LLC 13,192 16.93 422 3.69
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 7,849 21.35 251 7.73
2025-08-08 13F Intech Investment Management Llc 12,555 16.65 402 3.35
2025-08-06 13F Rialto Wealth Management, LLC 2 0
2025-06-27 NP RSSL - Global X Russell 2000 ETF 11,300 6.65 393 -19.14
2025-07-09 13F Harbor Capital Advisors, Inc. 157 1.29 0
2025-08-13 13F Crescent Grove Advisors, LLC 33,494 2.27 1,071 -9.24
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 44,026 70.53 1,533 29.28
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 2,174 18.35 70 4.55
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 4,310 5.56 138 -6.80
2025-08-14 13F State Of Wisconsin Investment Board 47,629 172.99 1,523 142.52
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 4,265 66.08 148 26.50
2025-07-25 13F Hemington Wealth Management 53 3.92 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 334,635 1.38 10,702 -10.07
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 30 15.38 1
2025-08-11 13F Principal Securities, Inc. 19 26.67 1
2025-08-13 13F New York State Common Retirement Fund 55,320 457.66 2
2025-08-15 13F Puff Wealth Management, Llc Call 24,500 94.44 784 72.47
2025-07-22 13F Bay Harbor Wealth Management, LLC 2 100.00 0
2025-08-26 NP GVLU - Gotham 1000 Value ETF 14,144 287.29 452 177.30
2025-07-14 13F UMA Financial Services, Inc. 31 1
2025-08-14 13F Toroso Investments, LLC 14,234 455
2025-07-28 NP VCSLX - Small Cap Index Fund 9,113 28.30 291 -3.64
2025-08-06 13F Stone House Investment Management, LLC 52 2
2025-08-14 13F Susquehanna Portfolio Strategies, LLC 32,577 1,042
2025-08-13 13F Invesco Ltd. 51,754 35.70 1,655 20.45
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 117,446 23.95 3,754 -6.97
2025-07-23 13F Bellevue Asset Management, Llc 604 0.67 19 -9.52
2025-08-14 13F Ameriprise Financial Inc 66,211 7.24 2,117 -4.85
2025-07-31 13F Nisa Investment Advisors, Llc 17,338 1.30 554 -10.06
2025-08-13 13F Northern Trust Corp 243,156 15.27 7,776 2.26
2025-08-05 13F Simplex Trading, Llc 204 0
2025-08-29 NP DON - WisdomTree U.S. MidCap Dividend Fund N/A 149,859 0.07 4,792 -11.23
2025-08-28 NP DTSVX - Small Company Value Portfolio Investment Class 760 24.59 24 14.29
2025-08-13 13F Capital Advisors Wealth Management, LLC 21,324 5.02 682 -6.97
2025-08-14 13F Brevan Howard Capital Management LP 11,263 360
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 46,328 3.71 1,613 -21.37
2025-08-14 13F/A Skopos Labs, Inc. 299 107.64 10 80.00
2025-08-12 13F Dimensional Fund Advisors Lp 746,575 49.77 23,876 32.89
2025-08-12 13F Charles Schwab Investment Management Inc 244,607 7.72 7,823 -4.43
2025-08-07 13F Readystate Asset Management Lp 11,359 363
2025-08-14 13F Ieq Capital, Llc 6,825 218
2025-07-22 13F HFM Investment Advisors, LLC 4 300.00 0
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 72 5.88 3 -33.33
2025-08-12 13F Trexquant Investment LP 8,750 280
2025-08-12 13F Proequities, Inc. 0 0
2025-08-01 13F Envestnet Asset Management Inc 9,617 15.13 308 1.99
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 49,232 3.17 1,714 -21.78
2025-08-14 13F Hotchkis & Wiley Capital Management Llc 348,880 32.58 11,157 17.62
2025-07-15 13F Fortitude Family Office, LLC 62 31.91 2 0.00
2025-08-27 NP VQNPX - Vanguard Growth and Income 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 11,700 138.78 374 112.50
2025-08-13 13F Northwestern Mutual Wealth Management Co 22 1
2025-08-14 13F Voya Investment Management Llc 6,477 2.66 207 -8.81
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 11,227 43.57 391 8.64
2025-07-21 13F Ameritas Advisory Services, LLC 273 9
2025-08-15 13F Caxton Associates Llp 15,162 485
2025-07-08 13F Webster Bank, N. A. 4 0
2025-08-11 13F Covestor Ltd 5,836 2,053.51 0
2025-08-12 13F Swiss National Bank 38,600 5.18 1,234 -6.73
2025-08-14 13F Graham Capital Management, L.P. 26,898 73.39 860 53.85
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 3,267 16.47 104 2.97
2025-08-14 13F Comerica Bank 1,120 113.33 36 94.44
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 31,268 793.88 1,088 580.00
2025-08-08 13F/A Sterling Capital Management LLC 541 76.80 17 54.55
2025-07-25 NP SCHM - Schwab U.S. Mid-Cap 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 56,387 24.07 1,802 -6.87
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 4,026 23.31 129 9.40
2025-06-26 NP ISCV - iShares Morningstar Small-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 4,296 28.01 150 -3.25
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

© 2015-2025 Fintel Ventures LLC. All rights reserved. Fintel® is a registered trademark.

This website is provided “as is” without any representations or warranties, express or implied. Fintel makes no representations or warranties in relation to this website or the information and materials provided on this website. Nothing on this website constitutes, or is meant to constitute, advice of any kind. If you require advice in relation to any financial matter you should consult an appropriate professional.

About Fintel
Top Investors
Features
Explore
Help Center