INNV / InnovAge Holding Corp. - Kepemilikan Institusional - Pembeli

InnovAge Holding Corp.

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di InnovAge Holding Corp. meliputi Winnow Wealth Llc, Gsa Capital Partners Llp, Waddell & Associates, Llc, Los Angeles Capital Management Llc, Aqr Capital Management Llc, Police & Firemen's Retirement System of New Jersey, Raymond James Financial Inc, dan Allworth Financial LP .

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.

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)
Saham Δ Saham
(%)
Dilaporkan
Nilai
($1000)
Nilai Δ
(%)
Alokasi Port
(%)
2025-08-13 13F Russell Investments Group, Ltd. 2,054 734.96 8
2025-08-14 13F Wells Fargo & Company/mn 12,009 12.24 44 41.94
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 2,995 314.82 12 500.00
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 94,419 8.93 386 37.37
2025-08-14 13F Price T Rowe Associates Inc /md/ 10,922 0
2025-07-25 13F Cwm, Llc 1,429 155.64 0
2025-07-22 13F Gsa Capital Partners Llp 37,347 0
2025-08-12 13F Charles Schwab Investment Management Inc 164,706 0.23 608 24.13
2025-08-13 13F EverSource Wealth Advisors, LLC 38 216.67 0
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 8,782 32
2025-08-11 13F Vanguard Group Inc 1,120,082 8.17 4,133 33.97
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 5,286 43.17 20 72.73
2025-08-14 13F UBS Group AG 8,209 3.83 30 30.43
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 52,185 20.69 163 -0.61
2025-08-07 13F Allworth Financial LP 8 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 29,157 2.78 119 29.35
2025-08-12 13F Waddell & Associates, Llc 33,014 122
2025-08-12 13F Proequities, Inc. 0 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 4,628 57.20 14 27.27
2025-08-08 13F Geode Capital Management, Llc 554,880 3.01 2,048 27.54
2025-07-28 NP HDG - ProShares Hedge Replication ETF 25 13.64 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 269,545 6.41 995 31.83
2025-08-14 13F Kent Lake PR LLC 1,697,036 13.14 6,262 40.09
2025-08-08 13F/A Sterling Capital Management LLC 536 131.03 2
2025-08-26 NP Profunds - Profund Vp Small-cap 46 6.98 0
2025-08-07 13F Los Angeles Capital Management Llc 29,750 110
2025-08-14 13F Royal Bank Of Canada 2,441 92.05 9 125.00
2025-08-14 13F Bank Of America Corp /de/ 15,535 8.58 57 35.71
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 103 7.29 0
2025-08-14 13F Welch Capital Partners Llc/ny 448,775 22.65 2 0.00
2025-08-14 13F Raymond James Financial Inc 810 3
2025-08-05 13F Bank of New York Mellon Corp 49,752 21.44 184 50.00
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 10,142 50.19 37 85.00
2025-06-27 NP RSSL - Global X Russell 2000 ETF 11,790 4.97 37 -14.29
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 2,164 2.61 7 -25.00
2025-08-14 13F Alliancebernstein L.p. 38,300 5.51 141 30.56
2025-08-14 13F Millennium Management Llc 46,720 77.57 172 120.51
2025-08-15 13F Tower Research Capital LLC (TRC) 8,590 129.25 32 181.82
2025-08-14 13F/A Barclays Plc 35,201 79.66 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 5,900 18.00 22 50.00
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 47 4.44 0
2025-08-12 13F Winnow Wealth Llc 100,000 369
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 68,197 482.88 252 638.24
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 71 2.90 0
2025-08-08 13F Pnc Financial Services Group, Inc. 5 0
2025-08-14 13F Fmr Llc 1,661 1,207.87 6
2025-08-14 13F Aqr Capital Management Llc 17,400 64
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 10,412 11.81 38 40.74
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