Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Hagerty, Inc. meliputi
Scholtz & Company, Llc,
T. Rowe Price Investment Management, Inc.,
JHSC - John Hancock Multifactor Small Cap ETF,
WSML - iShares MSCI World Small-Cap ETF,
IFP Advisors, Inc,
Atlantic Union Bankshares Corp,
Bare Financial Services, Inc,
Parkworth Wealth Management, Inc.,
Fortitude Family Office, LLC,
SBI Securities Co., Ltd.,
Rialto Wealth Management, LLC,
dan
EHLS - Even Herd Long Short 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
(%) |
| 2025-08-13 |
13F |
Bare Financial Services, Inc
|
|
|
|
53 |
|
1 |
|
|
| 2025-06-24 |
NP |
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF
|
|
|
|
784 |
60.00 |
7 |
50.00 |
|
| 2025-08-14 |
13F |
T. Rowe Price Investment Management, Inc.
|
|
|
|
54,380 |
|
1 |
|
|
| 2025-07-22 |
13F |
Bay Harbor Wealth Management, LLC
|
|
|
|
2 |
100.00 |
0 |
|
|
| 2025-08-14 |
13F |
Citadel Advisors Llc
|
|
Call
|
|
68,000 |
31.27 |
687 |
46.79 |
|
| 2025-08-07 |
13F |
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
159,069 |
11.42 |
1,608 |
24.65 |
|
| 2025-08-05 |
13F |
Corton Capital Inc.
|
|
|
|
27,007 |
|
273 |
|
|
| 2025-08-14 |
13F |
Aster Capital Management (DIFC) Ltd
|
|
|
|
74 |
|
1 |
|
|
| 2025-08-25 |
13F/A |
Neuberger Berman Group LLC
|
|
|
|
5,557,427 |
1.62 |
56,186 |
13.65 |
|
| 2025-08-14 |
13F |
Wells Fargo & Company/mn
|
|
|
|
100 |
|
1 |
|
|
| 2025-07-25 |
NP |
WSML - iShares MSCI World Small-Cap ETF
|
|
|
|
5,551 |
|
54 |
|
|
| 2025-07-23 |
13F |
Klp Kapitalforvaltning As
|
|
|
|
10,500 |
228.12 |
106 |
278.57 |
|
| 2025-08-12 |
13F |
Dimensional Fund Advisors Lp
|
|
|
|
95,775 |
10.62 |
968 |
23.79 |
|
| 2025-08-14 |
13F |
Ubs Asset Management Americas Inc
|
|
|
|
88,489 |
37.82 |
895 |
54.14 |
|
| 2025-07-25 |
13F |
Hemington Wealth Management
|
|
|
|
10 |
25.00 |
0 |
|
|
| 2025-08-15 |
13F |
Morgan Stanley
|
|
|
|
74,973 |
13.98 |
758 |
27.44 |
|
| 2025-08-14 |
13F |
Polar Capital Holdings Plc
|
|
|
|
5,319,027 |
6.38 |
53,775 |
18.97 |
|
| 2025-07-28 |
NP |
NBGNX - Neuberger Berman Genesis Fund Investor Class
|
|
|
|
3,555,357 |
11.98 |
34,558 |
7.55 |
|
| 2025-08-13 |
13F |
Parkworth Wealth Management, Inc.
|
|
|
|
30 |
|
0 |
|
|
| 2025-08-29 |
NP |
STXK - Strive Small-Cap ETF
|
|
|
|
739 |
2.92 |
7 |
16.67 |
|
| 2025-08-26 |
NP |
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc.
|
|
|
|
32,950 |
|
333 |
|
|
| 2025-08-14 |
13F |
Group One Trading, L.p.
|
|
|
|
8,100 |
|
82 |
|
|
| 2025-08-12 |
13F |
Charles Schwab Investment Management Inc
|
|
|
|
136,105 |
0.33 |
1,376 |
12.23 |
|
| 2025-08-14 |
13F |
Susquehanna International Group, Llp
|
|
Call
|
|
23,600 |
55.26 |
239 |
73.72 |
|
| 2025-08-08 |
13F |
Geode Capital Management, Llc
|
|
|
|
254,634 |
2.03 |
2,576 |
14.09 |
|
| 2025-07-22 |
13F |
HFM Investment Advisors, LLC
|
|
|
|
2 |
100.00 |
0 |
|
|
| 2025-08-27 |
NP |
Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A
|
|
|
|
305,873 |
2.11 |
3,092 |
14.22 |
|
| 2025-08-14 |
13F |
Bank Of America Corp /de/
|
|
|
|
8,571 |
46.64 |
87 |
65.38 |
|
| 2025-07-23 |
NP |
CFSSX - Column Small Cap Select Fund
|
|
|
|
47,136 |
31.63 |
458 |
26.52 |
|
| 2025-07-23 |
NP |
CFSLX - Column Small Cap Fund
|
|
|
|
8,266 |
22.01 |
80 |
17.65 |
|
| 2025-08-13 |
13F |
Marshall Wace, Llp
|
|
|
|
22,405 |
37.18 |
227 |
53.74 |
|
| 2025-07-24 |
13F |
IFP Advisors, Inc
|
|
|
|
3,000 |
|
30 |
|
|
| 2025-05-30 |
NP |
EHLS - Even Herd Long Short ETF
|
|
Short
|
|
-16,020 |
|
-145 |
|
|
| 2025-07-11 |
13F |
Lincoln Capital LLC
|
|
|
|
607,309 |
9.37 |
6,140 |
29.16 |
|
| 2025-08-12 |
13F |
Deutsche Bank Ag\
|
|
|
|
4,378 |
390.26 |
44 |
450.00 |
|
| 2025-08-14 |
13F |
D. E. Shaw & Co., Inc.
|
|
|
|
59,198 |
162.51 |
598 |
194.58 |
|
| 2025-06-25 |
NP |
FNCL - Fidelity MSCI Financials Index ETF
|
|
|
|
10,004 |
0.48 |
88 |
-8.33 |
|
| 2025-08-13 |
13F |
Northern Trust Corp
|
|
|
|
82,558 |
0.22 |
835 |
12.10 |
|
| 2025-09-04 |
13F/A |
Advisor Group Holdings, Inc.
|
|
|
|
4,949 |
2,374.50 |
50 |
4,900.00 |
|
| 2025-06-26 |
NP |
DFAS - Dimensional U.S. Small Cap ETF
|
|
|
|
23,213 |
4.40 |
205 |
-5.12 |
|
| 2025-08-12 |
13F |
Steward Partners Investment Advisory, Llc
|
|
|
|
11,624 |
4.20 |
118 |
17.00 |
|
| 2025-08-14 |
13F |
Bnp Paribas Arbitrage, Sa
|
|
|
|
1,934 |
383.50 |
20 |
533.33 |
|
| 2025-08-25 |
NP |
MMBUX - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
|
|
|
95 |
|
1 |
|
|
| 2025-07-24 |
NP |
FCFMX - Fidelity Series Total Market Index Fund
|
|
|
|
37,034 |
21.19 |
360 |
16.18 |
|
| 2025-07-21 |
13F |
Ameritas Advisory Services, LLC
|
|
|
|
200 |
|
2 |
|
|
| 2025-08-15 |
13F |
Tower Research Capital LLC (TRC)
|
|
|
|
678 |
|
7 |
|
|
| 2025-08-04 |
13F |
Scholtz & Company, Llc
|
|
|
|
240,290 |
|
2,429 |
|
|
| 2025-06-26 |
NP |
JHSC - John Hancock Multifactor Small Cap ETF
|
|
|
|
5,876 |
|
52 |
|
|
| 2025-08-05 |
13F |
Meixler Investment Management, Ltd.
|
|
|
|
29,295 |
0.65 |
296 |
12.55 |
|
| 2025-08-11 |
13F |
Citigroup Inc
|
|
|
|
30,641 |
725.46 |
310 |
836.36 |
|
| 2025-08-14 |
13F |
Millennium Management Llc
|
|
|
|
37,424 |
68.56 |
378 |
89.00 |
|
| 2025-06-26 |
NP |
KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
131 |
7.38 |
1 |
0.00 |
|
| 2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
| 2025-08-14 |
13F |
UBS Group AG
|
|
|
|
119,693 |
18.80 |
1,210 |
32.97 |
|
| 2025-08-07 |
13F |
Pembroke Management, LTD
|
|
|
|
993,449 |
5.95 |
10,044 |
18.49 |
|
| 2025-08-08 |
13F |
SBI Securities Co., Ltd.
|
|
|
|
1 |
|
0 |
|
|
| 2025-08-06 |
13F |
Rialto Wealth Management, LLC
|
|
|
|
1 |
|
0 |
|
|
| 2025-07-15 |
13F |
Fortitude Family Office, LLC
|
|
|
|
7 |
|
0 |
|
|
| 2025-08-13 |
13F |
Greenhaven Road Investment Management, L.P.
|
|
|
|
1,811,539 |
33.15 |
18,315 |
48.92 |
|
| 2025-08-06 |
13F |
Atlantic Union Bankshares Corp
|
|
|
|
150 |
|
2 |
|
|
