NUVL / Nuvalent, Inc. - Kepemilikan Institusional - Pembeli

Nuvalent, Inc.
US ˙ NasdaqGS ˙ US6707031075

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Nuvalent, Inc. meliputi OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc., HLGEX - JPMorgan Mid Cap Growth Fund Class I, TRSSX - T. Rowe Price Institutional Small-Cap Stock Fund, FBALX - Fidelity Balanced Fund, OGGFX - JPMorgan Small Cap Growth Fund Class I, Baker Bros. Advisors Lp, Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a), LACAX - Columbia Acorn Fund Class A, VSNGX - JPMorgan Mid Cap Equity Fund Class I, FSLCX - Fidelity Small Cap Stock Fund, JDSCX - JPMorgan Small Cap Blend Fund Class I, NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio, RTSSX - Tax-Managed U.S. Mid & Small Cap Fund Class S, FSAEX - Fidelity Series All-Sector Equity Fund, WUSAX - Wanger USA, Citigroup Inc, Citigroup Inc, Natixis, TMSL - T. Rowe Price Small-Mid Cap ETF, dan Torno Capital, Llc .

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
(%)
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 34,000 10.31 2,602 18.81
2025-07-23 NP CFSLX - Column Small Cap Fund 3,992 20.24 298 19.76
2025-06-18 NP RTSSX - Tax-Managed U.S. Mid & Small Cap Fund Class S 34,256 2,629
2025-08-06 13F SOUTH STATE Corp 13 85.71 1
2025-08-12 13F Charles Schwab Investment Management Inc 346,506 9.05 26,438 17.32
2025-08-14 13F Paloma Partners Management Co 12,521 955
2025-08-27 NP Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a) 126,835 9,678
2025-08-08 13F Intech Investment Management Llc 22,886 18.81 1,746 27.82
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 1,495,547 1.70 114,110 9.41
2025-07-24 13F IFP Advisors, Inc 34 3
2025-08-14 13F Aqr Capital Management Llc 33,714 241.44 2,572 267.43
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 2,275 170
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 150 18.11 11 22.22
2025-08-28 NP WFIVX - Wilshire 5000 Index Fund Investment Class 204 28.30 16 36.36
2025-08-27 NP VMNFX - Vanguard Market Neutral 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 Short -16,996 24.06 -1,297 33.47
2025-08-14 13F Optiver Holding B.V. 269 268.49 21 300.00
2025-07-16 13F Signaturefd, Llc 100 9,900.00 8
2025-08-13 13F State Board Of Administration Of Florida Retirement System 14,182 78.17 1,082 91.84
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 101 23.17 8 40.00
2025-08-26 NP TMSL - T. Rowe Price Small-Mid Cap ETF 22,188 1,693
2025-08-13 13F EverSource Wealth Advisors, LLC 179 265.31 14 333.33
2025-08-12 13F Handelsbanken Fonder AB 12,000 11.11 1
2025-08-14 13F Alliancebernstein L.p. 49,940 26.05 3,810 35.64
2025-08-15 13F Tower Research Capital LLC (TRC) 3,142 23.02 240 32.04
2025-08-14 13F UBS Group AG 136,744 24.90 10,434 34.38
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 9,822 27.26 749 36.93
2025-08-14 13F/A Barclays Plc Call 10,800 1
2025-08-14 13F Wellington Management Group Llp 1,576,374 9.29 120,277 17.58
2025-08-14 13F/A Barclays Plc 149,606 55.78 11 83.33
2025-08-14 13F Price T Rowe Associates Inc /md/ 1,795,373 23.77 137 33.33
2025-08-14 13F Group One Trading, L.p. 4,506 344
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 311 0
2025-07-14 13F GAMMA Investing LLC 194 37.59 15 40.00
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 12,800 123.70 955 72.69
2025-08-05 13F Simplex Trading, Llc 17,730 1
2025-08-14 13F Bank Of America Corp /de/ 257,940 17.24 19,681 26.13
2025-08-13 13F Mount Yale Investment Advisors, LLC 100 8
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 380 2.43 29 7.69
2025-08-26 NP Profunds - Profund Vp Small-cap 98 24.05 7 40.00
2025-08-11 13F Persistent Asset Partners Ltd 1,150 88
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 4,026 35.51 307 46.19
2025-06-26 NP SMLF - iShares Edge MSCI Multifactor USA 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 37,889 25.29 2,908 12.07
2025-08-11 13F Vanguard Group Inc 4,524,124 1.90 345,191 9.63
2025-07-28 NP VCSLX - Small Cap Index Fund 15,266 13.73 1,139 13.12
2025-06-26 NP FKICX - Fidelity Small Cap Stock K6 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 591 45
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 16,012 0.21 1,229 -10.43
2025-07-08 13F Parallel Advisors, LLC 47 56.67 4 50.00
2025-06-26 NP USSCX - Science & Technology Fund Shares 59,740 43.64 4,585 28.50
2025-07-25 NP PMSAX - Global Multi-Strategy Fund Class A 312 2.63 23 4.55
2025-08-25 NP MMBUX - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 1,985 61.12 151 73.56
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 8,125 30.80 620 40.68
2025-08-12 13F Swiss National Bank 75,800 8.44 5,784 16.66
2025-08-14 13F Bnp Paribas Arbitrage, Sa 135,613 130.72 10,347 148.25
2025-06-24 NP MOPCX - NYLI WMC Small Companies Fund Class C 4,642 356
2025-08-13 13F Renaissance Technologies Llc 29,200 1.74 2,228 9.43
2025-07-25 13F JustInvest LLC 3,802 290
2025-08-14 13F Goldman Sachs Group Inc 535,445 18.04 40,854 26.99
2025-07-29 NP PRSIX - T. Rowe Price Spectrum Conservative Allocation 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 3,633 271
2025-08-27 NP RYDEX VARIABLE TRUST - Biotechnology Fund Variable Annuity 779 2.10 59 9.26
2025-08-13 13F Norges Bank 374,597 28,582
2025-06-26 NP FOCSX - Fidelity Small Cap Growth K6 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 226,573 1.56 17,389 -9.16
2025-07-24 NP FPKFX - Fidelity Puritan K6 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 12,619 0.45 942 0.00
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 1,300 30.00 99 41.43
2025-08-14 13F Sei Investments Co 5,930 10.57 453 18.95
2025-08-14 13F Jane Street Group, Llc Put 57,200 753.73 4,364 818.74
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 1,777 3.86 136 -6.85
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F Royal Bank Of Canada 40,355 1,872.39 3,080 2,024.14
2025-08-14 13F Headlands Technologies LLC 4,310 329
2025-08-04 13F Strs Ohio 8,700 52.63 664 64.11
2025-08-26 NP QAAGRX - T. Rowe Price Moderate Allocation Portfolio 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 592 45
2025-08-26 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 11,356 20.02 866 29.06
2025-08-14 13F Fmr Llc 9,968,846 0.32 760,623 7.93
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 1,042 78
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 8,643 33.03 659 43.26
2025-08-14 13F Caption Management, LLC Put 74,000 73.71 5,646 86.89
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 355,417 2.66 27,278 -8.18
2025-08-14 13F Caption Management, LLC 6,438 491
2025-08-14 13F State Street Corp 1,490,279 4.17 113,708 12.07
2025-08-29 NP JAGPX - Small Cap Stock Trust NAV 21,963 1.09 1,676 8.77
2025-05-28 NP ALVOX - Alger Capital Appreciation Portfolio Class S 15,444 18.03 1,095 6.93
2025-08-14 13F Janus Henderson Group Plc 1,782,581 36.05 136,055 42.12
2025-08-26 NP OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. 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 490,461 37,422
2025-08-26 NP VSNGX - JPMorgan Mid Cap Equity Fund Class I 70,959 5,414
2025-08-26 NP JDSCX - JPMorgan Small Cap Blend Fund Class I 45,958 3,507
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 74,459 24.32 5,681 33.77
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 100,079 21.98 7,681 9.11
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 60 25.00 5 33.33
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 11,445 2.34 878 -8.45
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 54,463 9.19 4,063 8.64
2025-08-13 13F MetLife Investment Management, LLC 25,706 23.81 1,961 33.22
2025-05-05 13F Lindbrook Capital, Llc 16 433.33 1
2025-08-08 13F Creative Planning 17,288 110.60 1,319 126.63
2025-06-30 NP VGHCX - Vanguard Health Care 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 534,465 114.64 41,020 91.99
2025-08-12 13F Deutsche Bank Ag\ 29,966 8.72 2,286 16.99
2025-07-24 NP Tema ETF Trust - Tema Oncology ETF 35,699 36.16 2,664 35.52
2025-08-14 13F Baker Bros. Advisors Lp 143,937 10,982
2025-08-08 13F Geode Capital Management, Llc 996,845 11.57 76,067 20.02
2025-07-24 NP FBKFX - Fidelity Balanced K6 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 8,978 670
2025-06-26 NP USMIX - Extended Market Index Fund 5,334 3.27 409 -7.67
2025-06-26 NP FBTAX - Fidelity Advisor Biotechnology Fund Class A 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 407,981 25.50 31,313 12.25
2025-07-25 NP UCAGX - Cornerstone Aggressive Fund 298 15.06 22 4.76
2025-07-28 NP AVLC - Avantis U.S. Large Cap Equity ETF 175 13
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 22,099 6.52 1,696 -4.72
2025-08-11 13F Citigroup Inc Call 23,400 1,785
2025-07-23 NP TCMSX - Voya Small Cap Growth Fund Class I 45,466 7.37 3,392 6.83
2025-08-11 13F Citigroup Inc Put 23,400 1,785
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 2,923 10.05 218 9.55
2025-08-05 13F Bank of New York Mellon Corp 143,375 24.86 10,940 34.34
2025-07-25 NP CGOAX - Columbia Small Cap Growth Fund I Class A 225,662 0.36 16,837 -0.14
2025-07-25 13F Cwm, Llc 1,486 253.81 0
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 6,581 23.42 502 32.80
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 6,973 29.03 532 38.90
2025-08-26 NP GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 3,527 152.11 269 171.72
2025-08-27 NP JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I) 19,813 11.80 1,512 20.30
2025-07-24 NP FBALX - Fidelity Balanced 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 228,200 17,026
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 1,495 7.09 112 6.73
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 23,459 1.95 1,790 9.69
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio 38,608 2,946
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 8,938 30.67 682 40.41
2025-08-14 13F California State Teachers Retirement System 40,183 22.35 3,066 31.60
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 51,932 19.24 3,962 28.30
2025-08-14 13F J. Goldman & Co LP 2,700 206
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 4,388 19.37 335 28.46
2025-07-29 NP PTL - Inspire 500 ETF 1,708 10.12 127 9.48
2025-08-26 NP PRNHX - T. Rowe Price New Horizons Fund, Inc. 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 497,869 6.10 37,987 14.15
2025-07-28 NP IBBQ - Invesco Nasdaq Biotechnology ETF This fund is a listed as child fund of Invesco Ltd. 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 2,661 5.85 199 5.32
2025-08-14 13F ArrowMark Colorado Holdings LLC 369,858 27.05 28,220 36.69
2025-06-26 NP FSAEX - Fidelity Series All-Sector Equity 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 23,900 1,834
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 29,053 32.35 2,217 42.42
2025-07-29 NP CLSE - Convergence Long/Short Equity ETF Short -3,895 -291
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 3,991 2.49 306 -8.38
2025-08-07 13F ProShare Advisors LLC 11,291 6.58 862 14.65
2025-08-14 13F Parkman Healthcare Partners LLC 119,623 8.76 9,127 17.01
2025-06-26 NP ISCG - iShares Morningstar Small-Cap Growth 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 10,146 5.50 779 -5.70
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 15,650 28.28 1,194 38.03
2025-08-20 NP RUSC - U.S. Small Cap Equity Active ETF 707 54
2025-08-15 13F E Fund Management Co., Ltd. 5,401 12.87 412 21.53
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 12,772 11.67 980 -0.10
2025-08-12 13F Global Retirement Partners, LLC 5 0
2025-08-08 13F Larson Financial Group LLC 29 2
2025-08-14 13F Wells Fargo & Company/mn 42,975 100.28 3,279 115.52
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 4,772 38.80 364 49.79
2025-08-28 NP IWO - iShares Russell 2000 Growth 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 376,781 20.41 28,748 29.54
2025-08-14 13F Voya Investment Management Llc 123,219 2.42 9,402 10.19
2025-08-26 NP TQSMX - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity 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 17,664 144.86 1,348 163.60
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 305 444.64 23 475.00
2025-08-14 13F Braidwell Lp 1,175,876 39.83 89,719 50.44
2025-08-29 NP STXK - Strive Small-Cap ETF 1,433 3.54 109 11.22
2025-08-13 13F Parkworth Wealth Management, Inc. 4 0
2025-08-07 13F Allworth Financial LP 81 1,520.00 6
2025-08-13 13F Northern Trust Corp 341,774 4.09 26,077 11.99
2025-08-28 13F China Universal Asset Management Co., Ltd. 13,331 0.45 1,017 8.08
2025-08-12 13F Prudential Financial Inc 5,405 412
2025-08-29 NP JAGLX - Janus Henderson Global Life Sciences Fund Class T 304,065 58.25 23,200 70.25
2025-06-26 NP HSLAX - THE HARTFORD SMALL CAP GROWTH FUND Class A 14,977 12.09 1,149 0.26
2025-08-14 13F Comerica Bank 77 6.94 6 0.00
2025-08-12 13F Legal & General Group Plc 44,837 8.55 3,421 16.80
2025-08-06 13F True Wealth Design, LLC 11 57.14 1
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 2,013 6.96 154 15.04
2025-06-30 NP PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF This fund is a listed as child fund of Invesco Ltd. 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 2,603 200
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 11,448 26.29 873 35.98
2025-08-14 13F Ubs Asset Management Americas Inc 169,539 13.07 12,936 21.65
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 14,049 19.01 1,072 27.96
2025-08-13 13F Natixis 22,920 1,749
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 32,900 27.52 2,510 37.23
2025-08-14 13F Diadema Partners Lp 5,000 382
2025-08-11 13F Rothschild Investment Llc 80 45.45 6 100.00
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 15,588 0.45 1,163 0.00
2025-05-30 NP Humankind Benefit Corp - Humankind US Stock ETF 394 12.89 28 0.00
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 593,452 1.80 45,280 9.52
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 87,192 2.64 6,692 -8.20
2025-08-07 13F Readystate Asset Management Lp 23,588 1,800
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 4,804 5.51 369 -5.64
2025-06-18 NP REUYX - Sustainable Equity Fund Class Y Short -828 79.22 -64 61.54
2025-07-31 13F State of New Jersey Common Pension Fund D 25,720 3.74 1,962 11.60
2025-08-29 NP JAFMX - Health Sciences Trust NAV 7,847 10.30 599 18.65
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 6 0
2025-07-24 13F Us Bancorp \de\ 1,882 2.51 144 10.00
2025-08-14 13F HighVista Strategies LLC 50,460 26.54 3,850 36.14
2025-07-15 13F Fortitude Family Office, LLC 7 1
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 11,558 33.88 882 43.95
2025-08-13 13F Kennedy Capital Management, Inc. 5,504 3.69 420 11.44
2025-08-14 13F Raymond James Financial Inc 138,969 4.41 10,603 12.33
2025-08-12 13F Rhumbline Advisers 66,029 24.52 5,038 33.96
2025-08-08 13F Principal Financial Group Inc 3,056 233
2025-08-26 NP OGGFX - JPMorgan Small Cap Growth Fund Class I 203,966 15,563
2025-08-13 13F Diametric Capital, LP 3,556 271
2025-08-12 13F Ameritas Investment Partners, Inc. 4,388 19.37 335 28.46
2025-08-26 NP TLSTX - Stock Index Fund 489 24.74 37 37.04
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 24,010 33.84 1,832 43.95
2025-08-14 13F Ameriprise Financial Inc 484,343 72.77 36,955 85.92
2025-08-26 NP PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. 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 38,900 45.15 2,968 56.21
2025-08-12 13F Nuveen, LLC 92,773 10.48 7,079 18.86
2025-08-06 13F Rialto Wealth Management, LLC 7 1
2025-07-29 NP ESGV - Vanguard ESG U.S. Stock ETF 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 7,684 0.89 573 0.35
2025-08-14 13F Susquehanna International Group, Llp Put 96,900 84.22 7,393 98.20
2025-08-26 NP EQ ADVISORS TRUST - EQ/T. Rowe Price Health Sciences Portfolio Class IB 5,824 19.17 444 28.32
2025-08-13 13F Walleye Capital LLC 21,207 182.84 1,618 204.71
2025-08-14 13F Susquehanna International Group, Llp 72,692 48.48 5,546 59.78
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 50,013 23.44 3,816 32.79
2025-08-13 13F Bare Financial Services, Inc 8 1
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 15,518 24.56 1,184 34.09
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 8,702 22.37 664 31.55
2025-07-28 13F Td Asset Management Inc 98,900 47.44 7,546 58.63
2025-08-22 NP QQMNX - Federated Hermes MDT Market Neutral Fund Institutional Shares 0 -100.00 0 -100.00
2025-07-23 13F Klp Kapitalforvaltning As 8,400 23.53 641 32.78
2025-05-27 NP DMCRX - Driehaus Micro Cap Growth Fund 31,299 4.16 2,220 -5.65
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 194 4.30 15 -6.67
2025-08-13 13F Victory Capital Management Inc 33,347 25.71 2,544 35.25
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio 40,043 18.09 3,055 27.08
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 5,447 26.32 416 36.07
2025-08-13 13F Pictet Asset Management Holding SA 589,832 6.44 45,004 14.52
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 860 10.40 66 18.18
2025-05-14 13F/A Torno Capital, Llc Put 20,000 2,046
2025-08-27 NP OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 2,543 42.78 194 53.97
2025-05-14 13F/A Torno Capital, Llc 2,500 256
2025-08-13 13F New York State Common Retirement Fund 23,736 13.37 2 0.00
2025-08-14 13F/A Skopos Labs, Inc. 37 1,750.00 3
2025-08-04 13F Assetmark, Inc 21 2
2025-08-14 13F Xponance, Inc. 3,346 255
2025-06-26 NP FDSCX - Fidelity Stock Selector Small Cap 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 277,719 147.92 21,315 121.74
2025-08-08 13F Pnc Financial Services Group, Inc. 1,632 38.19 125 49.40
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 2,990 28.11 228 38.18
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 19,859 23.10 1,515 32.43
2025-08-26 NP TRSSX - T. Rowe Price Institutional Small-Cap Stock 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 245,205 18,709
2025-08-14 13F ADAR1 Capital Management, LLC 11,842 904
2025-08-08 13F/A Sterling Capital Management LLC 104 181.08 8 250.00
2025-08-14 13F Adage Capital Partners Gp, L.l.c. 577,500 45.47 44,063 56.50
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 6,763 17.82 519 5.49
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 207,750 0.20 15,500 -0.29
2025-08-07 13F Teachers Retirement System Of The State Of Kentucky 10,846 16.56 1
2025-06-18 NP REBYX - U.S. Small Cap Equity Fund Class Y 16,113 1,237
2025-08-27 NP RYOIX - Biotechnology Fund Investor Class 7,173 2.57 547 10.51
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 1,102 4.26 84 13.51
2025-06-26 NP FSLCX - Fidelity Small Cap Stock 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 51,651 3,964
2025-08-26 NP HLGEX - JPMorgan Mid Cap Growth Fund Class I 453,066 34,569
2025-06-27 NP ANONX - Small Cap Growth Fund I 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 234,863 15.69 18,026 3.47
2025-09-04 13F/A Advisor Group Holdings, Inc. 281 21
2025-08-14 13F Manufacturers Life Insurance Company, The 66,195 11.35 5,051 19.78
2025-08-12 13F American Century Companies Inc 374,698 32.85 28,590 42.93
2025-08-14 13F Sig Brokerage, Lp Call 6,100 465
2025-07-24 NP FCGSX - Fidelity Series Growth Company 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 476,608 7.99 35,560 7.46
2025-08-12 13F BlackRock, Inc. 4,046,256 7.95 308,729 16.14
2025-08-13 13F Arizona State Retirement System 11,558 11.91 882 20.36
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 25,605 49.69 1,954 61.01
2025-08-27 NP TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund Short -2,993 111.97 -228 128.00
2025-08-25 NP MERDX - MERIDIAN GROWTH FUND Legacy Class 55,798 98.46 4,257 113.60
2025-06-27 NP RSSL - Global X Russell 2000 ETF 21,348 6.62 1,638 -4.66
2025-08-25 NP MMGEX - MassMutual Select Small Cap Growth Equity Fund Class A 14,191 0.80 1,083 8.42
2025-08-14 13F Daiwa Securities Group Inc. 239 10.14 0
2025-08-14 13F T. Rowe Price Investment Management, Inc. 1,094,568 142.82 84 167.74
2025-07-28 13F J.Safra Asset Management Corp 9 28.57 1
2025-07-28 NP VVSGX - Small Cap Growth Fund 32,079 27.72 2,393 27.08
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 2,564 15.81 196 21.12
2025-08-07 13F Parkside Financial Bank & Trust 22 120.00 2
2025-07-31 13F Nisa Investment Advisors, Llc 523 30.42 40 39.29
2025-06-25 NP BBC - Virtus LifeSci Biotech Clinical Trials ETF 1,891 170.14 145 141.67
2025-08-15 13F Morgan Stanley 422,722 21.44 32,254 30.66
2025-08-26 NP PRDSX - T. Rowe Price QM U.S. Small-Cap Growth Equity 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 326,190 67.20 24,888 79.89
2025-08-22 NP LACAX - Columbia Acorn Fund Class A 124,391 9,491
2025-04-23 NP ESML - iShares ESG MSCI USA 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 11,885 3.28 891 -19.87
2025-08-14 13F D. E. Shaw & Co., Inc. 156,788 19.72 11,963 28.80
2025-08-11 13F Alps Advisors Inc 35,782 2,730
2025-07-28 NP HDG - ProShares Hedge Replication ETF 46 12.20 3 0.00
2025-08-13 13F Guggenheim Capital Llc 10,863 2.72 829 10.55
2025-08-11 13F Nomura Asset Management Co Ltd 0 0
2025-08-25 NP HISCX - Hartford Small Cap Growth Hls Fund Ia 30,950 17.48 2,361 26.39
2025-07-09 13F Massmutual Trust Co Fsb/adv 4 0
2025-07-24 NP FIDJX - Fidelity SAI Sustainable Sector Fund 1,088 81
2025-08-14 13F Citadel Advisors Llc 63,840 70.70 4,871 83.63
2025-06-26 NP FSOPX - Fidelity Series Small Cap Opportunities 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 237,729 64.26 18,246 46.91
2025-07-29 NP TRPBX - T. Rowe Price Spectrum Moderate Allocation 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 5,594 417
2025-07-29 NP TRSGX - T. Rowe Price Spectrum Moderate Growth Allocation 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 13,232 987
2025-07-22 NP GUSA - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1,406 15.62 105 14.29
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 6,358 25.53 485 35.10
2025-07-11 13F Farther Finance Advisors, LLC 1,213 9,230.77 93
2025-08-12 13F Jpmorgan Chase & Co 1,197,187 1,073.82 91,345 1,162.89
2025-08-27 NP Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 44,226 68.63 3,374 81.50
2025-08-27 NP VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 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 48,211 147.54 3,678 166.33
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 1,065,912 13.98 81,329 22.63
2025-07-24 NP FSPHX - Health Care Portfolio 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 700,000 4.48 52,227 3.96
2025-08-22 NP WUSAX - Wanger USA 23,590 1,800
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 219 23.73 17 33.33
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 176,461 9.50 13,166 8.96
2025-08-26 NP TMED - T. Rowe Price Health Care ETF 128 10
2025-08-06 13F First Horizon Advisors, Inc. 154 234.78 12 266.67
2025-08-01 13F Teacher Retirement System Of Texas 10,675 9.93 815 18.31
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 1,555 15.01 119 24.21
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 12 33.33 1
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 1,170 55.38 89 67.92
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 8,220 20.83 627 30.08
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