2X7 - OrthoPediatrics Corp. Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham (DB)

OrthoPediatrics Corp.
DE ˙ DB ˙ US68752L1008
€ 17.60 ↓ -0.20 (-1.12%)
2025-09-05
BAHAGING PRESYO
Mga Batayang Estadistika
Pemilik Institusional 280 total, 279 long only, 0 short only, 1 long/short - change of 0.72% MRQ
Harga Saham 17.60
Alokasi Portofolio Rata-rata 0.0929 % - change of -11.22% MRQ
Jumlah Saham Beredar shares (source: Capital IQ)
Saham Institusional (Jangka Panjang) 20,399,549 - 81.36% (ex 13D/G) - change of -0.29MM shares -1.41% MRQ
Nilai Institusional (Jangka Panjang) $ 418,109 USD ($1000)
Kepemilikan Institusional dan Pemegang Saham

OrthoPediatrics Corp. (DE:2X7) memiliki 280 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 20,399,549 saham. Pemegang saham terbesar meliputi Brown Advisory Inc, Brown Capital Management Llc, BlackRock, Inc., Morgan Stanley, Braidwell Lp, Wellington Management Group Llp, Granahan Investment Management Inc/ma, Vanguard Group Inc, Millennium Management Llc, and Dimensional Fund Advisors Lp .

Struktur kepemilikan institusional OrthoPediatrics Corp. (DB:2X7) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.

The share price as of September 5, 2025 is 17.60 / share. Previously, on September 9, 2024, the share price was 27.60 / share. This represents a decline of 36.23% over that period.

DE:2X7 / OrthoPediatrics Corp. Institutional Ownership
Skor Sentimen Dana

Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.

Frekuensi Pembaruan: Setiap Hari

Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.

Lihat Saham dengan Peringkat Tertinggi
Pengajuan 13F dan NPORT

Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.

Tingkatkan untuk membuka data premium dan mengekspor ke Excel .

Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)		 Saham Δ Saham
(%)		 Dilaporkan
Nilai
($1000)		 Nilai Δ
(%)		 Alokasi Port
(%)
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 7,124 0.00 148 -12.94
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 12,704 15.10 264 0.00
2025-07-24 13F Ronald Blue Trust, Inc. 18,949 0.00 407 -12.66
2025-08-14 13F Numerai GP LLC 0 -100.00 0
2025-08-14 13F Aquatic Capital Management LLC 7,100 86.45 153 63.44
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 7,160 85.49 154 61.05
2025-07-28 NP HDG - ProShares Hedge Replication ETF 22 10.00 0
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 500 0.00 11 -16.67
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 34,378 -70.99 738 -78.34
2025-07-28 NP AVSC - Avantis U.S. Small Cap Equity 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 31,296 16.15 625 -0.16
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 984 0.00 21 -12.50
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 5,427 0.00 117 -12.78
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 19,749 0.00 424 -12.76
2025-08-14 13F Millennium Management Llc 781,027 18.95 16,776 3.74
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 4,047 0.00 87 -13.13
2025-07-31 13F Kornitzer Capital Management Inc /ks 26,590 0.00 571 -12.69
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 1,309 0.00 28 -12.50
2025-08-28 NP Humankind Benefit Corp - Humankind US Stock ETF 464 21.15 10 0.00
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 5,974 -18.39 124 -29.14
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 59 -1.67 1 0.00
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 2,839 -0.73 61 -14.29
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 8,645 0.00 186 -12.74
2025-05-13 13F Quantbot Technologies LP 0 -100.00 0 -100.00
2025-08-14 13F Cubist Systematic Strategies, LLC 9,635 -41.07 207 -48.76
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 813 3.83 17 -11.11
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 60 -6.25 1 0.00
2025-05-05 NP WAMVX - Wasatch Micro Cap Value Fund Investor Class shares This fund is a listed as child fund of Wasatch Advisors 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 158,329 0.00 3,900 6.24
2025-07-11 13F Farther Finance Advisors, LLC 5 -81.48 0
2025-08-25 NP MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 12,425 0.00 267 -13.07
2025-08-08 13F Larson Financial Group LLC 19,461 0.00 418 -12.73
2025-08-13 13F EverSource Wealth Advisors, LLC 75 44.23 2 0.00
2025-08-12 13F BlackRock, Inc. 1,242,608 -2.40 26,691 -14.88
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 9,694 0.00 208 -12.61
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 1,225 -25.17 26 -35.00
2025-06-30 NP GPRIX - Grandeur Peak Global Reach Fund Institutional Class 11,443 238
2025-06-26 NP USMIX - Extended Market Index Fund 1,907 -5.27 40 -18.75
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-05-14 13F/A Norges Bank 36,300 -48.66 1,059 -53.96
2025-08-12 13F Proequities, Inc. 0 0
2025-08-15 13F Great West Life Assurance Co /can/ 2,096 0.00 0
2025-08-14 13F Royal Bank Of Canada 4,349 -9.36 93 -21.19
2025-08-28 NP SMLV - SPDR SSGA US Small Cap Low Volatility Index 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 11,125 157.94 239 124.53
2025-08-29 NP BIASX - Brown Advisory Small-Cap Growth Fund Investor Shares 370,109 -20.75 7,950 -30.89
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 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 4,749 171.37 99 133.33
2025-08-08 13F Pnc Financial Services Group, Inc. 146 -38.66 3 -40.00
2025-07-29 NP VHCIX - Vanguard Health Care 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 49,476 -1.09 988 -14.99
2025-08-13 13F Walleye Trading LLC 380 8
2025-07-07 13F Versant Capital Management, Inc 0 -100.00 0
2025-08-14 13F Susquehanna International Group, Llp 22,059 -17.80 474 -28.33
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 89,627 2.07 1,789 -12.27
2025-05-08 13F Menard Financial Group LLC 0 -100.00 0
2025-08-19 13F State of Wyoming 2,135 -53.68 46 -60.18
2025-07-29 NP VRTTX - Vanguard Russell 3000 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 1,330 0.00 27 -13.33
2025-08-29 NP SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 1,252 0.00 27 -13.33
2025-08-11 13F Vanguard Group Inc 950,403 1.33 20,415 -11.64
2025-06-26 NP DFEOX - U.s. Core Equity 1 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 33,988 38.23 708 19.83
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 63,932 83.51 1,331 59.21
2025-05-13 13F Quadrant Capital Group Llc 0 -100.00 0
2025-08-14 13F Sei Investments Co 38,947 5.33 837 -8.13
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 5,557 -10.56 116 -22.82
2025-08-12 13F Dimensional Fund Advisors Lp 730,841 -2.47 15,698 -14.94
2025-08-12 13F Jpmorgan Chase & Co 8,004 -1.95 172 -14.93
2025-08-13 13F New York State Common Retirement Fund 445,566 -1.02 10 -18.18
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 5,034 0.00 108 -12.20
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 101,905 -22.22 2,122 -32.54
2025-06-26 NP BLACKROCK FUNDS - iShares Total U.S. Stock Market 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 1,412 0.00 29 -12.12
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 417,619 -5.07 8,970 -17.21
2025-07-31 13F Caitong International Asset Management Co., Ltd 221 268.33 5 300.00
2025-08-13 13F Centiva Capital, LP 0 -100.00 0
2025-08-13 13F Brown Advisory Inc 1,624,701 -0.25 34,899 -13.01
2025-07-17 13F Park Place Capital Corp 87 0.00 2 -50.00
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 2,617 0.00 56 -12.50
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 3,459 0.00 74 -12.94
2025-07-15 13F Fortitude Family Office, LLC 135 3
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 3,420 0.00 73 -13.10
2025-08-14 13F Paradigm Capital Management Inc/ny 170,700 0.00 3,667 -12.80
2025-08-13 13F MetLife Investment Management, LLC 9,652 0.00 207 -12.66
2025-08-14 13F Comerica Bank 104 19.54 2 0.00
2025-08-12 13F Coldstream Capital Management Inc 0 -100.00 0
2025-07-29 13F Mutual Of America Capital Management Llc 185,033 9.29 3,975 -4.70
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 24 4.35 1
2025-05-12 13F Intrinsic Edge Capital Management LLC 0 -100.00 0 -100.00
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 60,223 176.37 1,202 138.02
2025-09-04 13F/A Advisor Group Holdings, Inc. 318 8.16 7 -14.29
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 83,358 8.85 1,664 -6.47
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 338 0.00 7 -12.50
2025-03-28 NP GSATX - Goldman Sachs Small Cap Value Insights Fund Class A 4,853 0.00 116 -9.37
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 659 0.00 14 -12.50
2025-07-28 NP URTY - ProShares UltraPro Russell2000 1,219 -28.42 24 -38.46
2025-06-18 NP GMRAX - Nationwide Small Cap Index Fund Class A 1,492 0.00 31 -11.43
2025-06-26 NP DFVEX - U.s. Vector Equity 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 8,457 5,286.62 176 5,766.67
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 500 0.00 11 -16.67
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 282 -3.09 6 -16.67
2025-08-14 13F Quarry LP 88 2
2025-07-24 13F IFP Advisors, Inc 0 4
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 6,947 -2.58 149 -14.86
2025-08-14 13F Wasatch Advisors Inc 315,654 -56.03 6,780 -61.65
2025-08-15 13F Morgan Stanley 1,224,896 16.07 26,311 1.23
2025-06-26 NP TIEIX - TIAA-CREF Equity Index Fund Institutional Class 10,294 0.00 214 -13.36
2025-08-14 13F PDT Partners, LLC 0 -100.00 0
2025-08-25 NP MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class 53,265 1.47 1,144 -11.46
2025-08-13 13F Marshall Wace, Llp 419,129 17.80 9,003 2.74
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 2,744 -62.12 59 -72.12
2025-07-08 13F Parallel Advisors, LLC 0 -100.00 0
2025-07-24 13F Triodos Investment Management BV 112,500 25.00 2,415 8.49
2025-08-14 13F Jane Street Group, Llc 9,717 -38.46 209 -46.39
2025-08-19 NP BUFOX - Buffalo Emerging Opportunities Fund Investor Class 26,590 0.00 571 -12.69
2025-08-28 NP IWC - iShares Micro-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 38,004 2.29 816 -10.82
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 807 -68.85 17 -77.03
2025-08-28 NP XHE - SPDR(R) S&P(R) Health Care Equipment 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 32,850 -43.30 706 -50.60
2025-08-12 13F Swiss National Bank 31,000 0.00 666 -12.84
2025-08-13 13F Russell Investments Group, Ltd. 263 6
2025-08-13 13F Invesco Ltd. 22,482 22.52 483 6.87
2025-08-12 13F Charles Schwab Investment Management Inc 138,484 3.13 2,975 -10.07
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 86 2.38 2 -50.00
2025-08-14 13F Alliancebernstein L.p. 16,190 24.63 348 8.78
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 7,531 0.00 157 -13.33
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 4 0.00 0
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 7,818 0.00 168 -13.02
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 14,705 0
2025-08-14 13F Ancora Advisors, LLC 14 0
2025-08-15 13F Tower Research Capital LLC (TRC) 1,668 214.12 36 169.23
2025-07-14 13F GAMMA Investing LLC 55 -87.24 1 -90.00
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 8,785 0.00 175 -13.79
2025-07-28 NP VCSLX - Small Cap Index Fund 5,835 -8.34 116 -21.09
2025-08-27 NP JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 306,816 53.68 6,590 34.02
2025-08-13 13F Walleye Trading LLC Put 11,400 245
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 4,522 3.91 94 -9.62
2025-08-27 NP JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 5,136 0.00 110 -12.70
2025-08-14 13F Goldman Sachs Group Inc 67,704 -66.22 1,454 -70.54
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 3,341 0.00 72 -13.41
2025-08-12 13F Deutsche Bank Ag\ 10,302 -19.50 221 -29.84
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 5,617 0.00 121 -13.04
2025-08-05 13F Bank of New York Mellon Corp 56,956 0.19 1,223 -12.64
2025-07-31 13F R Squared Ltd 12,682 272
2025-05-15 13F Two Sigma Investments, Lp 0 -100.00 0
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 9,269 -7.26 199 -19.11
2025-08-14 13F Fmr Llc 508 -42.01 11 -52.38
2025-08-06 13F Commonwealth Equity Services, Llc 72,123 0.00 2 0.00
2025-08-14 13F Wellington Management Group Llp 1,026,744 -2.64 22,054 -15.09
2025-08-26 NP CMCMX - CONESTOGA MICRO CAP FUND Investors Class 6,364 19.98 137 4.62
2025-05-05 13F Lindbrook Capital, Llc 6 0
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 5 25.00 0
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 2,647 6.91 57 -6.67
2025-08-12 13F Nuveen, LLC 32,218 -13.84 692 -24.86
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 1,565 0.00 34 -13.16
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 7,148 -21.29 143 -32.38
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 11,048 -4.91 221 -18.22
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 12,505 0.00 269 -12.70
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 171 -29.63 4 -40.00
2025-08-01 13F Bessemer Group Inc 535 7.43 0
2025-08-12 13F SRS Capital Advisors, Inc. 0 -100.00 0
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 1,931 0.00 41 -12.77
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 30,699 3.53 613 -11.05
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 917 17.72 20 0.00
2025-08-28 NP WFIVX - Wilshire 5000 Index Fund Investment Class 105 0.00 2 0.00
2025-08-13 13F ExodusPoint Capital Management, LP 12,470 -58.41 0
2025-08-14 13F California State Teachers Retirement System 14,796 0.00 318 -12.91
2025-08-14 13F Verition Fund Management LLC 13,980 300
2025-08-14 13F Braidwell Lp 1,107,770 0.00 23,795 -12.79
2025-08-14 13F Birchview Capital, LP 26,000 30.00 558 13.41
2025-07-25 13F Stephens Consulting, LLC 1 -93.33 0
2025-08-28 NP LYFCX - AlphaCentric LifeSci Healthcare Fund Class C 7,497 -18.13 161 -28.44
2025-06-23 NP PPNMX - SmallCap Growth Fund I R-3 201,419 7.85 4,194 -6.45
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 -100.00 0
2025-08-14 13F Divisadero Street Capital Management, LP 0 -100.00 0
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 1,526 10.34 33 -5.88
2025-08-14 13F UBS Group AG 35,017 -5.79 752 -17.81
2025-08-28 NP SSBIX - State Street Balanced Index Fund Class K 123 0.00 3 -33.33
2025-08-14 13F/A Skopos Labs, Inc. 10 0
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 5,268 -11.73 113 -22.60
2025-07-30 13F Conestoga Capital Advisors, LLC 66,588 23.79 1,430 8.01
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 113,947 -25.90 2,448 -35.38
2025-08-27 NP BCSIX - The Brown Capital Management Small Company Fund Investor Shares 537,632 -3.66 11,548 -15.98
2025-08-14 13F Wells Fargo & Company/mn 10,378 2.88 223 -10.48
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 134 -82.09 3 -90.48
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 89,417 5.24 1,862 -8.73
2025-06-18 NP NWSAX - Nationwide Small Company Growth Fund Class A 68,754 0.00 1,431 -13.27
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 3,720 0.00 77 -13.48
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 3,050 0.00 66 -13.33
2025-08-15 13F Soleus Capital Management, L.P. 45,000 0.00 967 -12.82
2025-07-23 13F Prime Capital Investment Advisors, LLC 62,408 0.00 1,341 -12.82
2025-08-11 13F Citigroup Inc 6,717 -45.96 144 -52.94
2025-08-13 13F Portolan Capital Management, LLC 0 -100.00 0
2025-08-14 13F Bnp Paribas Arbitrage, Sa 2,053 -7.65 44 -18.52
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 643 -69.09 14 -77.97
2025-08-11 13F Rothschild Investment Llc 35 -56.25 1 -100.00
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 14,089 -22.50 303 -32.44
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 2,598 68.26 54 45.95
2025-08-08 13F Geode Capital Management, Llc 409,853 -0.40 8,805 -13.15
2025-08-14 13F Point72 Asia (Singapore) Pte. Ltd. 3,129 67
2025-08-11 13F HighTower Advisors, LLC 11,748 0.07 252 -12.80
2025-08-27 NP Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 1,373 0.00 29 -12.12
2025-08-14 13F Smartleaf Asset Management LLC 8 -57.89 0
2025-08-12 13F Corebridge Financial, Inc. 0 -100.00 0
2025-08-26 NP NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 5,006 -5.53 108 -17.69
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 380 0.00 8 -12.50
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 76,174 -4.41 1,520 -17.84
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 16 -11.11 0
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 682 0.00 14 -13.33
2025-08-05 13F Huntington National Bank 1 0.00 0
2025-08-14 13F/A Barclays Plc 32,028 59.68 1
2025-06-30 NP GPMCX - Grandeur Peak Global Micro Cap Fund Institutional Class 8,496 177
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 52,379 0.00 1,091 -13.29
2025-05-28 NP QCEQRX - Equity Index Account Class R1 5,177 0.00 128 5.83
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 6,133 -23.14 132 -33.16
2025-08-07 13F Parkside Financial Bank & Trust 0 -100.00 0
2025-06-26 NP USCAX - Small Cap Stock Fund Shares 96,003 -8.79 1,999 -20.90
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 1,896 193.95 41 166.67
2025-07-29 NP Guggenheim Active Allocation Fund 80 0.00 2 0.00
2025-06-27 NP RSSL - Global X Russell 2000 ETF 10,080 7.69 210 -6.70
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 3,556 17.98 76 2.70
2025-06-26 NP DFQTX - U.s. Core Equity 2 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 6,700 378.57 139 321.21
2025-08-14 13F Boston Private Wealth Llc 0 -100.00 0
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 388 29.33 8 14.29
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 4,343 28.64 90 11.11
2025-08-14 13F Bank Of America Corp /de/ 67,052 -4.68 1,440 -16.86
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 1,274 25
2025-08-14 13F Deerfield Management Company, L.p. (series C) 15,486 333
2025-06-17 NP MMSMX - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 46,374 11.96 966 -2.92
2025-08-04 13F Amalgamated Bank 574 0.00 0
2025-08-14 13F Point72 Asset Management, L.P. 7,700 -81.29 165 -83.71
2025-08-14 13F Citadel Advisors Llc Put 0 -100.00 0
2025-08-14 13F Granahan Investment Management Inc/ma 966,828 44.94 20,767 26.40
2025-05-14 13F Candriam Luxembourg S.C.A. 0 -100.00 0
2025-08-14 13F Citadel Advisors Llc Call 0 -100.00 0
2025-07-09 13F Harbor Capital Advisors, Inc. 333,959 116.54 7 133.33
2025-08-14 13F Tudor Investment Corp Et Al 51,931 1,115
2025-07-31 13F Quest Partners LLC 2,807 4.31 60 -9.09
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 18,424 2.86 396 -10.43
2025-08-14 13F State Street Corp 428,418 -3.81 9,202 -16.12
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 7,550 -1.31 162 -13.83
2025-08-14 13F Citadel Advisors Llc 44,356 217.37 953 176.74
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 2,134 -20.82 46 -31.82
2025-07-28 NP UWM - ProShares Ultra Russell2000 1,662 -18.73 33 -29.79
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 20,885 0.00 435 -13.37
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 43,330 -21.39 902 -31.77
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 435 8.75 9 0.00
2025-08-13 13F Brown Capital Management Llc 1,556,704 -6.81 33,438 -18.73
2025-08-12 13F Ameritas Investment Partners, Inc. 1,565 0.00 34 -13.16
2025-07-23 13F Indiana Trust & Investment Management CO 1,616 0.00 35 -12.82
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 99,626 10.01 2,074 -4.56
2025-07-29 NP NKMCX - North Square Kennedy MicroCap Fund Class I 6,122 81.34 122 56.41
2025-05-15 13F Occudo Quantitative Strategies Lp 0 -100.00 0
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 2,428 0.00 52 -11.86
2025-08-08 13F SG Americas Securities, LLC 0 -100.00 0
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 4,768 0.00 99 -13.16
2025-07-24 13F Us Bancorp \de\ 1,579 -32.00 34 -42.11
2025-08-06 13F True Wealth Design, LLC 0 -100.00 0
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 3,428 6.89 74 -6.41
2025-08-27 13F/A Squarepoint Ops LLC 20,446 439
2025-07-16 13F Signaturefd, Llc 0 -100.00 0
2025-08-13 13F Grandeur Peak Global Advisors, LLC 21,066 452
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 15,901 12.39 342 -2.01
2025-08-28 NP TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 357 0.00 8 -12.50
2025-07-15 13F Riverbridge Partners Llc 321,040 -13.81 6,896 -24.84
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 18,500 0.00 397 -12.75
2025-08-11 13F Covestor Ltd 3 0.00 0
2025-08-22 NP PVIVX - Paradigm Micro-Cap Fund 134,000 0.00 2,878 -12.79
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 28,227 0.00 606 -12.81
2025-08-14 13F Prosight Management, LP 73,647 1,582
2025-04-17 NP FLSPX - SPECTRUM FUND Retail Class 0 -100.00 0 -100.00
2025-08-14 13F Ubs Oconnor Llc 65,866 -12.02 1,415 -23.28
2025-08-14 13F Point72 (DIFC) Ltd 133 3
2025-06-27 NP PCSGX - PACE Small/Medium Co Growth Equity Investments Class P 20,180 -3.08 420 -15.83
2025-08-06 13F First Horizon Advisors, Inc. 323 0.00 7 -14.29
2025-07-15 13F Fifth Third Bancorp 417 -44.03 9 -55.56
2025-08-12 13F Legal & General Group Plc 15,712 0.52 337 -12.24
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 498,064 0.00 10,698 -12.79
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 7,399 -2.08 154 -14.92
2025-07-23 13F Klp Kapitalforvaltning As 3,400 0.00 73 -12.05
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 1,446 0.00 31 -11.43
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 1,280 13.17 27 -3.70
2025-08-14 13F Ubs Asset Management Americas Inc 31,873 183.77 685 147.83
2025-08-20 NP WMICX - Wasatch Micro Cap Fund Investor Class shares This fund is a listed as child fund of Wasatch Advisors 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 313,220 -16.82 6,728 -27.46
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 40 2.56 1
2025-08-14 13F AWM Investment Company, Inc. 531,540 -2.52 11,417 -14.99
2025-08-25 NP MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class 172,608 10.02 3,708 -4.06
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 40,989 3.30 853 -10.40
2025-07-25 13F Cwm, Llc 113 -77.40 0
2025-08-26 NP Profunds - Profund Vp Small-cap 39 2.63 1
2025-08-13 13F Kennedy Capital Management, Inc. 189,024 -5.50 4,060 -17.58
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 16,102 -62.52 335 -67.51
2025-08-29 NP BAFYX - Brown Advisory Sustainable Small-Cap Core Fund Institutional Shares 41,788 25.91 898 9.79
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 170,285 3.25 3,545 -10.43
2025-08-26 NP AFMCX - Acuitas US Microcap Fund Institutional Shares 16,262 1.37 349 -11.65
2025-08-11 13F EntryPoint Capital, LLC 12,776 -11.56 274 -22.82
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 63,325 11.77 1,318 -3.02
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 3,357 21.59 70 4.55
2025-05-15 13F Creative Planning 0 -100.00 0
2025-08-12 13F American Century Companies Inc 34,486 12.49 741 -1.99
2025-08-08 13F/A Sterling Capital Management LLC 357 23.96 8 0.00
2025-07-09 13F Massmutual Trust Co Fsb/adv 4 0.00 0
2025-08-12 13F Rhumbline Advisers 25,840 0.94 555 -11.90
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 7,881 6.82 169 -6.63
2025-08-07 13F Los Angeles Capital Management Llc 10,235 220
2025-07-24 NP FNCMX - Fidelity Nasdaq Composite 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 15,188 0.00 303 -13.92
2025-05-28 NP QWVOX - Clearwater Small Companies Fund 30,653 -15.90 755 -10.66
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 3,699 4.97 79 -8.14
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 1,267 8.48 27 -3.57
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 1,466 0.00 29 -14.71
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 258,437 1.69 5,551 -11.31
2025-08-13 13F Northern Trust Corp 179,724 -6.47 3,860 -18.43
2025-06-27 NP ESCQX - Embark Small Cap Equity Fund Retirement Class 174,624 -30.59 3,636 -39.80
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 2,800 0.00 56 -15.38
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 1,893 2.49 39 -11.36
2025-08-26 NP TLSTX - Stock Index Fund 333 0.00 7 -12.50
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 1,575 183.27 33 146.15
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 23,553 10.57 470 -4.86
2025-08-14 13F Raymond James Financial Inc 1,020 22
2025-07-31 13F Nisa Investment Advisors, Llc 23 -82.71 0 -100.00
Other Listings
US:KIDS US$ 20.91
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