DE:2F7 / John Wiley & Sons, Inc. - Kepemilikan Institusional - Penjual

John Wiley & Sons, Inc.
DE ˙ DB
€ 32.60 ↓ -1.40 (-4.12%)
2025-09-05
BAHAGING PRESYO
Kepemilikan Institusional dan Dana - Penjual

Halaman ini menampilkan lembaga, dana, dan pemegang saham utama yang telah mengurangi kepemilikan atau menutup posisi mereka pada periode pelaporan terakhir. Baris berwarna merah menunjukkan posisi yang telah ditutup. Klik ikon tautan untuk melihat riwayat transaksi lengkap.

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
(%)
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 8,373 -17.24 374 -17.11
2025-08-13 13F Jump Financial, LLC 0 -100.00 0
2025-03-28 NP PEY - Invesco High Yield Equity Dividend Achievers 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 309,545 -7.03 12,670 -22.82
2025-07-29 NP VRTGX - Vanguard Russell 2000 Growth 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 18,031 -6.17 705 -7.96
2025-08-20 NP WBVNX - William Blair Small Cap Value Fund Class N 349,955 -8.66 15,618 -8.52
2025-05-22 NP ROSC - Hartford Multifactor Small Cap ETF 1,629 -0.55 73 1.41
2025-05-15 13F Schonfeld Strategic Advisors LLC 0 -100.00 0
2025-08-26 NP NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 6,686 -5.54 298 -5.40
2025-07-29 NP VIOG - Vanguard S&P Small-Cap 600 Growth 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 29,140 -7.27 1,140 -9.10
2025-07-28 NP UWM - ProShares Ultra Russell2000 3,923 -19.89 153 -21.54
2025-08-25 NP MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 5,290 -11.42 236 -11.28
2025-07-29 NP VTWV - Vanguard Russell 2000 Value 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 12,428 -5.56 486 -7.25
2025-08-13 13F Quadrature Capital Ltd 0 -100.00 0
2025-08-13 13F Clarkston Capital Partners, LLC 1,892,495 -38.02 84,462 -37.92
2025-08-14 13F Ophir Asset Management Pty Ltd 702,788 -33.27 27,683 -41.02
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 227 -86.28 10 -86.30
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 2,734 -86.50 122 -86.47
2025-08-11 13F Brown Brothers Harriman & Co 7,800 -29.09 348 -28.98
2025-08-07 13F Meeder Asset Management Inc 1,645 -74.86 73 -74.91
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 202,637 -15.99 8,843 -10.42
2025-05-13 13F Burgundy Asset Management Ltd. 0 -100.00 0
2025-08-14 13F Nebula Research & Development LLC 0 -100.00 0
2025-08-28 NP SLYV - SPDR(R) S & P 600 Small Cap Value 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 96,232 -1.37 4,295 -1.22
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 -100.00 0
2025-08-19 13F State of Wyoming 0 -100.00 0
2025-07-29 NP VIOO - Vanguard S&P Small-Cap 600 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 138,693 -2.07 5,426 -3.95
2025-04-23 13F Oppenheimer & Co Inc 0 -100.00 0 -100.00
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 13,140 -10.25 586 -10.12
2025-07-28 NP OMFS - Invesco Russell 2000(R) Dynamic Multifactor 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 9,177 -2.72 359 -4.52
2025-08-12 13F Coldstream Capital Management Inc 0 -100.00 0
2025-06-23 NP DSI - iShares MSCI KLD 400 Social 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 7,547 -3.90 329 2.49
2025-07-29 13F Nordea Investment Management Ab 145,697 -0.62 6,555 0.69
2025-08-26 NP XJR - iShares ESG Screened S&P 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 3,204 -7.32 143 -7.79
2025-07-29 NP DSCVX - BNY Mellon Opportunistic Small Cap Fund Investor Shares 68,541 -10.93 2,681 -12.61
2025-05-12 13F Ironwood Investment Counsel, LLC 0 -100.00 0 -100.00
2025-08-12 13F Westfield Capital Management Co Lp 169,768 -8.73 7,577 -8.59
2025-08-06 13F AE Wealth Management LLC 5,238 -17.04 234 -17.08
2025-08-11 13F Trajan Wealth LLC 3,911 -18.86 175 -18.69
2025-08-26 NP IJR - iShares Core S&P 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 2,434,433 -3.92 108,649 -3.77
2025-08-12 13F Dimensional Fund Advisors Lp 1,502,645 -1.33 67,066 -1.17
2025-08-14 13F Quarry LP 0 -100.00 0
2025-07-25 NP AFSM - First Trust Active Factor Small Cap ETF This fund is a listed as child fund of First Trust 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 2,023 -1.17 79 -2.47
2025-08-12 13F Public Sector Pension Investment Board 139,252 -49.74 6,215 -49.66
2025-07-28 NP RWJ - Invesco S&P SmallCap 600 Revenue 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 41,465 -22.14 1,622 -23.60
2025-08-27 13F/A Squarepoint Ops LLC 0 -100.00 0 -100.00
2025-08-12 13F BlackRock, Inc. 6,027,998 -1.66 269,030 -1.51
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 401 -31.10 17 -26.09
2025-06-18 NP GMRAX - Nationwide Small Cap Index Fund Class A 3,321 -4.10 145 2.13
2025-07-24 13F Us Bancorp \de\ 3,273 -3.08 146 -2.67
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 22,675 -3.13 1,012 -3.07
2025-08-12 13F Global Retirement Partners, LLC 685 -11.61 31 -9.09
2025-05-06 13F Abel Hall, LLC 0 -100.00 0
2025-05-08 13F Jefferies Financial Group Inc. 0 -100.00 0
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 11,970 -0.75 534 -0.56
2025-08-14 13F Stifel Financial Corp 6,029 -0.86 269 -0.37
2025-05-08 13F Jefferies Financial Group Inc. Call 0 -100.00 0
2025-07-23 13F Louisiana State Employees Retirement System 19,100 -1.04 852 -0.93
2025-05-15 13F ISAM Funds (UK) Ltd 0 -100.00 0 -100.00
2025-05-08 13F Jefferies Financial Group Inc. Put 0 -100.00 0
2025-08-13 13F Schroder Investment Management Group 1,554,263 -1.93 69,367 -1.77
2025-08-26 NP Profunds - Profund Vp Small-cap Value 366 -0.27 16 0.00
2025-07-15 13F Public Employees Retirement System Of Ohio 1,018 -0.29 45 0.00
2025-08-14 13F Smartleaf Asset Management LLC 3,323 -3.12 150 -1.97
2025-06-26 NP CRSSX - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 16,715 -5.92 729 0.28
2025-08-12 13F Advisors Asset Management, Inc. 18,118 -20.64 809 -20.55
2025-08-13 13F Edgestream Partners, L.P. 0 -100.00 0
2025-08-14 13F Madison Avenue Partners, LP 2,052,696 -7.04 91,612 -6.89
2025-08-08 13F KBC Group NV 1,361 -37.74 0
2025-08-12 13F Corebridge Financial, Inc. 0 -100.00 0
2025-08-25 NP DSMC - Distillate Small/Mid Cash Flow ETF 11,922 -0.38 532 -0.19
2025-08-14 13F Royal Bank Of Canada 20,002 -17.70 893 -17.54
2025-08-08 13F SG Americas Securities, LLC 0 -100.00 0
2025-08-13 13F Guggenheim Capital Llc 0 -100.00 0
2025-08-13 13F Federated Hermes, Inc. 0 -100.00 0
2025-04-29 NP SVYAX - SIIT U.S. Managed Volatility Fund - Class A 519 -9.11 21 17.65
2025-08-12 13F Dynamic Technology Lab Private Ltd 9,270 -42.88 413 -42.88
2025-08-25 NP CFSMX - Clarkston Partners Fund Founders Class 700,000 -30.00 31,241 -29.89
2025-08-18 13F/A Kestra Investment Management, LLC 42 -92.62 2 -96.00
2025-08-13 13F Natixis 0 -100.00 0
2025-08-14 13F Sei Investments Co 27,429 -21.31 1,224 -21.18
2025-05-15 13F Aquatic Capital Management LLC 0 -100.00 0
2025-05-14 13F Renaissance Technologies Llc 0 -100.00 0
2025-08-14 13F California State Teachers Retirement System 39,649 -0.89 1,770 -0.73
2025-08-13 13F Jones Financial Companies Lllp 163 -15.10 7 -12.50
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 1,219,686 -6.19 54,435 -6.05
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 636,634 -2.35 28,413 -2.20
2025-06-25 NP FYX - First Trust Small Cap Core AlphaDEX Fund This fund is a listed as child fund of First Trust 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 11,513 -16.68 502 -11.15
2025-08-27 NP JNL SERIES TRUST - JNL Small Cap Index Fund (I) 69,816 -2.48 3,116 -2.35
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 34 -52.78 1 -66.67
2025-08-14 13F Cibc World Markets Corp 5,074 -41.87 226 -41.75
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 1,435 -2.65 64 -1.54
2025-08-28 NP ESIX - SPDR S&P SmallCap 600 ESG 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 316 -10.48 14 -6.67
2025-07-07 13F Versant Capital Management, Inc 201 -18.95 9 -27.27
2025-08-12 13F Bokf, Na 4,810 -4.60 215 -4.46
2025-08-07 13F Resources Investment Advisors, LLC. 13,512 -0.10 603 0.17
2025-08-08 13F Principal Financial Group Inc 202,689 -9.10 9,046 -8.95
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 1,206 -86.37 54 -86.55
2025-05-08 13F NorthRock Partners, LLC 0 -100.00 0
2025-08-13 13F Northern Trust Corp 431,862 -1.72 19,274 -1.56
2025-07-28 NP URTY - ProShares UltraPro Russell2000 2,875 -29.50 112 -30.86
2025-06-30 NP PFM - Invesco Dividend Achievers 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 1,308 -5.22 57 1.79
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 3,080 -1.53 137 -1.44
2025-03-25 NP FAD - First Trust Multi Cap Growth AlphaDEX Fund This fund is a listed as child fund of First Trust 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 2,668 -20.07 109 -33.54
2025-08-13 13F Russell Investments Group, Ltd. 26,768 -2.40 1,195 -2.29
2025-05-15 13F Crestline Management, LP 0 -100.00 0
2025-08-14 13F Comerica Bank 23,675 -2.94 1,057 -2.76
2025-07-28 NP QVMS - Invesco S&P SmallCap 600 QVM Multi-factor 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 5,595 -24.22 219 -25.85
2025-04-23 13F Berry Wealth Group, LP 0 -100.00 0 -100.00
2025-05-27 NP Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 2,686 -2.08 120 0.00
2025-07-25 NP NMSAX - Columbia Small Cap Index Fund Class A 78,149 -6.04 3,057 -7.81
2025-08-12 13F O'shaughnessy Asset Management, Llc 36,346 -1.53 1,622 -1.34
2025-04-10 13F Contravisory Investment Management, Inc. 0 -100.00 0
2025-08-05 13F Bank Of Montreal /can/ 6,108 -1.48 273 -1.45
2025-07-28 NP VVSCX - Small Cap Value Fund 16,916 -15.66 662 -17.27
2025-06-27 NP GDIV - Harbor Dividend Growth Leaders ETF 100,178 -12.22 4,372 -6.42
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 30,040 -0.26 1,341 -0.15
2025-08-12 13F Nuveen, LLC 77,268 -67.98 3,448 -67.94
2025-07-17 13F Uncommon Cents Investing LLC 35,560 -0.78 1,587 -0.63
2025-08-14 13F Toroso Investments, LLC 17,224 -24.40 769 -24.33
2025-07-25 NP FNDA - Schwab Fundamental U.S. Small Company 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 249,309 -6.60 9,753 -8.38
2025-08-14 13F Bank Of America Corp /de/ 280,169 -10.12 12,504 -9.99
2025-07-25 NP USCRX - Cornerstone Moderately Aggressive Fund 1,891 -45.30 74 -46.72
2025-07-31 13F CVA Family Office, LLC 0 -100.00 0
2025-08-14 13F Spears Abacus Advisors LLC 67,974 -1.16 3,034 -1.01
2025-08-12 13F Charles Schwab Investment Management Inc 671,462 -2.18 29,967 -2.03
2025-08-21 NP LUSIX - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 484 -3.97 22 -4.55
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 666 -4.45 26 -3.70
2025-06-25 NP BKSE - BNY Mellon US Small Cap Core Equity ETF 2,034 -19.86 89 -14.56
2025-08-07 13F Campbell & CO Investment Adviser LLC 4,513 -68.82 201 -68.84
2025-05-02 13F Capital A Wealth Management, LLC 0 -100.00 0
2025-08-29 NP BAFYX - Brown Advisory Sustainable Small-Cap Core Fund Institutional Shares 41,567 -4.18 1,855 -4.04
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 1,852 -39.87 83 -40.15
2025-08-27 NP NAESX - Vanguard Small-Cap 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 934,192 -7.57 41,693 -7.43
2025-07-14 13F GAMMA Investing LLC 1,180 -24.55 53 -24.64
2025-08-08 13F Pnc Financial Services Group, Inc. 4,708 -7.88 210 -7.49
2025-08-12 13F Swiss National Bank 81,400 -1.93 3,633 -1.78
2025-08-13 13F Pictet Asset Management Holding SA 5,969 -6.46 266 -6.34
2025-04-30 13F Code Waechter LLC 0 -100.00 0
2025-08-21 NP MXISX - Great-West S&P Small Cap 600 Index Fund Investor Class 30,057 -0.08 1,341 0.07
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 206,052 -10.35 9,196 -10.20
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 1,019,921 -2.97 45,519 -2.82
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 6,998 -13.22 312 -13.09
2025-08-26 NP BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 15,890 -4.74 709 -4.58
2025-08-11 13F Royce & Associates Lp 0 -100.00 0
2025-04-28 13F D.a. Davidson & Co. 0 -100.00 0
2025-08-07 13F Teachers Retirement System Of The State Of Kentucky 12,843 -7.06 1
2025-07-10 13F Global Financial Private Client, LLC 0 -100.00 0
2025-05-28 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 900 -52.63 40 -51.81
2025-04-24 13F Mirae Asset Global Investments Co., Ltd. 0 -100.00 0
2025-08-14 13F Raymond James Financial Inc 584,798 -20.58 26,100 -20.46
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 19,557 -1.10 873 -1.02
2025-08-14 13F/A Skopos Labs, Inc. 27 -86.29 1 -87.50
2025-06-23 NP SVPIX - Small-cap Value Profund Investor Class 62 -12.68 3 0.00
2025-05-05 13F Lindbrook Capital, Llc 10 -9.09 0
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 82,273 -9.61 3,590 -3.62
2025-08-14 13F Optiver Holding B.V. 85 -22.73 4 -25.00
2025-08-11 13F New Age Alpha Advisors, LLC 0 -100.00 0
2025-08-26 NP IJSIX - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 6,129 -9.12 274 -9.00
2025-08-26 NP PSOPX - JPMorgan Small Cap Value Fund Class I 75,997 -1.29 3,392 -1.14
2025-08-28 NP VLU - SPDR S&P 1500 Value Tilt 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 891 -43.07 40 -43.48
2025-08-12 13F Axq Capital, Lp 0 -100.00 0
2025-07-11 13F Caldwell Securities, Inc 33,810 -0.37 1,509 -0.26
2025-08-08 13F Grandfield & Dodd, Llc 5,902 -19.98 263 -19.82
2025-06-23 NP PSSMX - SmallCap S&P 600 Index Fund R-3 39,828 -5.73 1,738 0.52
2025-08-22 NP Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 68,122 -1.29 3,040 -1.14
2025-08-13 13F Ceredex Value Advisors LLC 154,200 -18.63 6,882 -18.51
2025-08-04 13F Amalgamated Bank 11,607 -0.58 1
2025-06-25 NP DISSX - BNY Mellon Smallcap Stock Index Fund Investor Shares 27,291 -15.03 1,191 -9.44
2025-05-14 13F Van Hulzen Asset Management, LLC 0 -100.00 0
2025-07-29 NP MPSSX - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares 32,808 -36.24 1,283 -37.45
2025-08-13 13F Arjuna Capital 12,616 -26.79 563 -26.60
2025-06-26 NP DFSCX - U.s. Micro 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 156,867 -1.96 6,846 4.52
2025-08-14 13F Wells Fargo & Company/mn 79,670 -4.06 3,556 -3.92
2025-08-15 13F State of Tennessee, Treasury Department 9,955 -49.05 444 -48.97
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 200,392 -1.56 7,839 -3.42
2025-08-13 13F Hsbc Holdings Plc 6,725 -9.55 300 -9.12
2025-08-15 13F Great West Life Assurance Co /can/ 48,594 -0.05 2 0.00
2025-08-11 13F Vanguard Group Inc 4,902,903 -4.63 218,817 -4.48
2025-05-14 13F Emmett Investment Management, LP 0 -100.00 0
2025-08-01 13F Envestnet Asset Management Inc 19,205 -4.32 857 -4.14
2025-07-25 13F Stephens Consulting, LLC 0 -100.00 0
2025-08-14 13F Twinbeech Capital Lp 0 -100.00 0
2025-08-14 13F Palisade Capital Management Llc/nj 953,036 -2.76 42,534 -2.60
2025-08-28 NP Humankind Benefit Corp - Humankind US Stock ETF 189 -40.38 8 -42.86
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 206 -81.27 8 -81.40
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 5,503 -13.60 246 -13.43
2025-08-14 13F UBS Group AG 172,716 -31.42 7,708 -31.32
2025-07-09 13F Silverberg Bernstein Capital Management LLC 8,110 -48.67 362 -48.72
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 452 -87.68 20 -87.73
2025-05-15 13F Tudor Investment Corp Et Al 0 -100.00 0 -100.00
2025-07-28 NP SMDV - ProShares Russell 2000 Dividend Growers ETF 150,817 -10.20 5,900 -11.93
2025-08-14 13F Vident Advisory, LLC 12,484 -1.13 557 -0.89
2025-06-23 NP PPNMX - SmallCap Growth Fund I R-3 2,055 -5.17 90 1.14
2025-08-11 13F Citigroup Inc 35,965 -36.34 1,605 -36.23
2025-07-17 13F DiNuzzo Private Wealth, Inc. 11 -8.33 0
2025-08-14 13F Jane Street Group, Llc 27,711 -82.53 1,237 -82.51
2025-08-28 NP SPSM - SPDR(R) Portfolio Small Cap 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 348,862 -1.40 15,570 -1.24
2025-08-04 13F Strs Ohio 0 -100.00 0
2025-05-15 13F Toronto Dominion Bank Call 0 -100.00 0 -100.00
2025-08-14 13F D. E. Shaw & Co., Inc. 19,051 -82.06 850 -82.03
2025-08-28 NP SLYG - SPDR(R) S & P 600 Small Cap Growth 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 118,201 -4.12 5,275 -3.97
2025-08-27 NP VISVX - Vanguard Small-Cap Value 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 596,510 -9.04 26,622 -8.90
2025-05-15 13F Toronto Dominion Bank 0 -100.00 0 -100.00
2025-05-15 13F Weiss Asset Management LP 0 -100.00 0 -100.00
2025-08-08 13F SG Capital Management LLC 1,111,930 -20.43 49,625 -20.30
2025-08-13 13F Quadrant Capital Group Llc 0 -100.00 0
2025-08-06 13F Commonwealth Equity Services, Llc 4,970 -8.54 0
2025-08-14 13F Jacobs Levy Equity Management, Inc 45,112 -14.47 2,013 -14.34
2025-07-25 13F Cwm, Llc 17,732 -3.06 1
2025-07-29 NP VIOV - Vanguard S&P Small-Cap 600 Value 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 34,132 -2.44 1,335 -4.30
2025-08-27 NP FAEQX - PFM Multi-Manager Domestic Equity Fund Institutional Class 1,757 -9.01 78 -9.30
2025-08-28 NP MMTM - SPDR S&P 1500 Momentum Tilt 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 111 -5.13 5 -20.00
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 27,474 -0.28 1,226 -0.08
2025-08-01 13F Bessemer Group Inc 159 -66.31 0
2025-08-13 13F Millstone Evans Group, LLC 206 -56.45 9 -57.14
2025-07-31 13F Nisa Investment Advisors, Llc 459 -2.55 20 0.00
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 317 -0.63 14 7.69
2025-05-30 NP New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES 2,443 -59.61 109 -59.09
2025-08-08 13F Intech Investment Management Llc 19,206 -55.40 857 -55.32
2025-08-14 13F State Of Wisconsin Investment Board 8,900 -26.61 397 -26.48
2025-08-25 NP STSVX - BNY Mellon Small Cap Value Fund Class I 16,709 -16.25 746 -16.20
2025-08-13 13F Amundi 6,792 -59.21 295 -59.56
2025-05-15 13F Caption Management, LLC Call 0 -100.00 0 -100.00
2025-08-14 13F Sherbrooke Park Advisers Llc 7,452 -16.96 333 -16.79
2025-08-12 13F Inceptionr Llc 0 -100.00 0
2025-08-14 13F Ameriprise Financial Inc 149,828 -5.38 6,687 -5.23
2025-06-26 NP Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 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 12,772 -14.47 557 -8.84
2025-08-20 NP ASMOX - AQR Small Cap Momentum Style Fund Class I 895 -58.04 40 -58.95
2025-08-13 NP FLDFX - BALANCED FUND Retail Class 0 -100.00 0 -100.00
2025-08-11 13F Hexagon Capital Partners LLC 0 -100.00 0
2025-08-08 13F/A Sterling Capital Management LLC 159 -53.91 7 -53.33
2025-08-07 13F Acadian Asset Management Llc 0 -100.00 0
2025-08-28 NP AMALX - Small Cap Dividend Fund G Class 11,123 -4.30 496 -4.06
2025-05-15 13F Caption Management, LLC Put 0 -100.00 0 -100.00
2025-08-13 NP FLDGX - DYNAMIC ALLOCATION FUND Retail Class 0 -100.00 0 -100.00
2025-07-29 NP VTCAX - Vanguard Communication Services Index Fund Admiral 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 169,076 -3.10 6,614 -4.94
2025-08-13 NP FLFGX - GLOBAL ALLOCATION FUND Retail Class 0 -100.00 0 -100.00
2025-08-13 NP FLRUX - CONSERVATIVE ALLOCATION FUND Retail Class 0 -100.00 0 -100.00
2025-05-15 13F Alta Fox Capital Management, Llc 0 -100.00 0
2025-08-13 NP FLDOX - MODERATE ALLOCATION FUND Retail Class 0 -100.00 0 -100.00
2025-08-13 13F Natixis Advisors, L.p. 0 -100.00 0
2025-08-27 NP VSEQX - Vanguard Strategic Equity 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 43,601 -52.74 1,946 -52.69
2025-07-29 13F William Blair Investment Management, Llc 931,752 -7.46 41,584 -7.31
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 49,657 -3.96 2,167 2.41
2025-08-14 13F Hrt Financial Lp 36,132 -46.93 2 -66.67
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 6,589 -3.94 294 -3.61
2025-08-12 13F Picton Mahoney Asset Management 0 -100.00 0
2025-04-30 13F Cerity Partners LLC 0 -100.00 0
2025-07-15 13F SJS Investment Consulting Inc. 6 -57.14 0
2025-08-13 13F First Trust Advisors Lp 14,248 -68.89 636 -68.87
2025-08-14 13F Aster Capital Management (DIFC) Ltd 0 -100.00 0
2025-08-26 NP JSCSX - JPMorgan U.S. Small Company Fund Class I 34,665 -11.00 1,547 -10.84
2025-08-14 13F Petrus Trust Company, LTA 5,692 -71.72 254 -71.65
2025-08-12 13F Deutsche Bank Ag\ 28,391 -5.63 1,267 -5.45
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 38 -13.64 2 0.00
2025-08-05 13F Simplex Trading, Llc 83 -7.78 0
2025-08-28 NP TPMN - Timothy Plan Market Neutral Etf 1,669 -2.23 74 -2.63
2025-07-29 13F Mutual Of America Capital Management Llc 5,248 -12.12 234 -12.03
2025-08-12 13F Manchester Capital Management LLC 0 -100.00 0
2025-06-30 NP VIG - Vanguard Dividend Appreciation 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 221,777 -2.66 9,678 3.79
2025-08-26 13F/A Thrivent Financial For Lutherans 55,511 -0.14 2 0.00
2025-08-29 NP SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 2,491 -23.28 111 -22.92
2025-08-28 NP Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 10,235 -31.61 457 -31.53
2025-08-27 NP VTMSX - Vanguard Tax-Managed Small-Cap Fund Admiral 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 270,733 -3.21 12,083 -3.06
2025-05-30 NP STXK - Strive Small-Cap ETF 0 -100.00 0 -100.00
2025-08-14 13F Goldman Sachs Group Inc 108,771 -34.39 4,854 -34.29
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 134,447 -0.45 5,867 6.15
2025-08-28 NP SIVIX - State Street Institutional Small-Cap Equity Fund Investment Class 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 65,504 -29.19 2,923 -29.07
2025-06-26 NP USMIX - Extended Market Index Fund 5,111 -1.24 223 5.69
2025-06-30 NP VYM - Vanguard High Dividend Yield 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 150,073 -8.68 6,549 -2.63
2025-08-28 NP IJT - iShares S&P Small-Cap 600 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 213,169 -3.13 9,514 -2.98
2025-08-15 NP Royce Value Trust Inc 1,532 -84.66 68 -84.72
2025-05-28 NP NSMAX - Nuveen NWQ Small/Mid-Cap Value Fund Class A This fund is a listed as child fund of Nuveen Asset Management, 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 28,243 -20.15 1,259 -18.58
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 417 -86.14 19 -86.57
2025-08-14 13F Manufacturers Life Insurance Company, The 21,737 -2.33 970 -2.12
2025-08-14 13F Verition Fund Management LLC 5,719 -83.82 255 -83.81
2025-08-14 13F SummitTX Capital, L.P. 0 -100.00 0
2025-07-25 13F Yousif Capital Management, Llc 15,067 -0.54 672 -0.44
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 21,258 -87.86 949 -87.85
2025-05-29 NP CSA - VictoryShares US Small Cap Volatility Wtd ETF 1,460 -5.75 65 32.65
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 127,999 -2.47 5,586 3.98
2025-08-26 NP IJS - iShares S&P Small-Cap 600 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 158,946 -7.11 7,094 -6.96
2025-08-05 13F Bank of New York Mellon Corp 760,483 -3.45 33,940 -3.30
2025-07-25 13F Oregon Public Employees Retirement Fund 9,339 -1.06 417 -0.95
2025-07-28 NP SAA - ProShares Ultra SmallCap600 712 -16.14 28 -18.18
2025-07-23 13F Shell Asset Management Co 1,468 -9.61 0
2025-03-26 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 19,468 -63.13 797 -69.41
2025-05-02 13F Cornercap Investment Counsel Inc 0 -100.00 0
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 15,700 -5.44 614 -7.25
2025-08-26 NP SASVX - Virtus Ceredex Small-Cap Value Equity Fund Class A 14,600 -28.08 652 -27.99
2025-08-29 NP DTD - WisdomTree U.S. Total Dividend Fund N/A 2,793 -25.58 125 -25.75
Other Listings
US:WLY US$ 39.85
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