CRDF - Cardiff Oncology, Inc. Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham (NasdaqCM)

Cardiff Oncology, Inc.
US ˙ NasdaqCM ˙ US14147L1089

Mga Batayang Estadistika
Pemilik Institusional 217 total, 211 long only, 1 short only, 5 long/short - change of 2.83% MRQ
Alokasi Portofolio Rata-rata 0.0244 % - change of -36.04% MRQ
Jumlah Saham Beredar shares (source: Capital IQ)
Saham Institusional (Jangka Panjang) 32,437,587 - 48.76% (ex 13D/G) - change of -4.09MM shares -11.20% MRQ
Nilai Institusional (Jangka Panjang) $ 100,868 USD ($1000)
Kepemilikan Institusional dan Pemegang Saham

Cardiff Oncology, Inc. (US:CRDF) memiliki 217 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 32,437,587 saham. Pemegang saham terbesar meliputi BlackRock, Inc., Vanguard Group Inc, Blair William & Co/il, Pfizer Inc, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Laurion Capital Management LP, IWM - iShares Russell 2000 ETF, Geode Capital Management, Llc, Adage Capital Partners Gp, L.l.c., and Acorn Capital Advisors, Llc .

Struktur kepemilikan institusional Cardiff Oncology, Inc. (NasdaqCM:CRDF) 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 2.17 / share. Previously, on September 6, 2024, the share price was 2.11 / share. This represents an increase of 2.84% over that period.

CRDF / Cardiff Oncology, Inc. 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.

Rasio Put/Call Institusional

Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.

Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.

CRDF / Cardiff Oncology, Inc. Historical Put/Call Ratio
Pengajuan 13D/G

Kami menyajikan pengajuan 13D/G secara terpisah dari pengajuan 13F karena perlakuan yang berbeda oleh SEC. Pengajuan 13D/G dapat diajukan oleh kelompok investor (dengan satu pemimpin), sedangkan pengajuan 13F tidak bisa. Hal ini mengakibatkan situasi di mana seorang investor dapat mengajukan 13D/G yang melaporkan satu nilai untuk total saham (mewakili semua saham yang dimiliki oleh kelompok investor), tetapi kemudian mengajukan 13F yang melaporkan nilai yang berbeda untuk total saham (mewakili kepemilikan mereka sendiri). Ini berarti bahwa kepemilikan saham dari pengajuan 13D/G dan pengajuan 13F seringkali tidak dapat dibandingkan secara langsung, sehingga kami menyajikannya secara terpisah.

Catatan: Mulai 16 Mei 2021, kami tidak lagi menampilkan pemilik yang belum mengajukan 13D/G dalam setahun terakhir. Sebelumnya, kami menampilkan riwayat lengkap pengajuan 13D/G. Secara umum, entitas yang diwajibkan untuk mengajukan pengajuan 13D/G harus mengajukan setidaknya setiap tahun sebelum mengirimkan pengajuan penutupan. Namun, terkadang dana keluar dari posisi tanpa mengirimkan pengajuan penutupan (misalnya, mereka menghentikan operasi), sehingga menampilkan riwayat lengkap terkadang menyebabkan kebingungan tentang kepemilikan saat ini. Untuk mencegah kebingungan, kami sekarang hanya menampilkan pemilik 'saat ini' - yaitu - pemilik yang telah mengajukan dalam setahun terakhir.

Upgrade to unlock premium data.

Tanggal File Formulir Investor Sebelumnya
Saham
Terbaru
Saham
Δ Saham
(Persen)
Kepemilikan
(Persen)
Δ Pagmamay-ari
(Persen)
2025-08-14 13G/A COMMODORE CAPITAL LP 5,384,616 0 -100.00 0.00 -100.00
2025-07-29 13G VANGUARD GROUP INC 3,728,334 5.60
2025-04-23 13G BlackRock, Inc. 2,840,909 3,841,097 35.21 5.80 34.88
2025-02-12 13G/A PFIZER INC 2,411,575 2,411,575 0.00 3.60 -37.39
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
(%)
2025-07-29 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 289,370 53.79 987 23.71
2025-07-08 13F Baker Ellis Asset Management LLC 20,000 0.00 63 1.61
2025-08-14 13F Laurion Capital Management LP 1,797,282 96.16 5,661 96.84
2025-07-28 NP HDG - ProShares Hedge Replication ETF 77 60.42 0
2025-08-11 13F Persistent Asset Partners Ltd Call 479 0.00 20 -23.08
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 1,552,063 1.91 4,889 2.22
2025-08-12 13F XTX Topco Ltd 130,352 411
2025-08-14 13F Royal Bank Of Canada 191,546 360.40 603 363.85
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 11,915 81.49 33 23.08
2025-04-29 13F Callan Capital, LLC 101,575 0.00 319 -27.73
2025-05-09 13F R Squared Ltd 0 -100.00 0 -100.00
2025-05-15 13F AWM Investment Company, Inc. 0 -100.00 0 -100.00
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 1,320 4
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 19,700 34.01 62 34.78
2025-07-22 13F Belpointe Asset Management LLC 11,653 0.11 37 0.00
2025-06-27 NP PCSGX - PACE Small/Medium Co Growth Equity Investments Class P 6,300 0.00 17 -32.00
2025-08-12 13F Jpmorgan Chase & Co 30,833 11.04 97 11.49
2025-07-16 13F Signaturefd, Llc 0 -100.00 0 -100.00
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 314,163 -4.49 990 -4.17
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 99,174 0.00 312 0.32
2025-08-14 13F Dauntless Investment Group, LLC 5,000 -94.80 16 -95.03
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 3,272 0.00 10 0.00
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 19,056 0.00 52 -31.58
2025-08-06 13F True Wealth Design, LLC 0 -100.00 0
2025-08-14 13F UBS Group AG 197,438 128.16 622 129.15
2025-08-14 13F UBS Group AG Call 633,000 0.00 1,994 0.30
2025-08-28 NP SSBIX - State Street Balanced Index Fund Class K 334 0.00 1 0.00
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 915 3
2025-08-18 13F Wolverine Trading, Llc 14,573 46
2025-08-08 13F/A Sterling Capital Management LLC 1,014 59.69 3 200.00
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 21,801 0.00 69 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 992,758 0.00 3,127 0.32
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 778 0.00 3 -33.33
2025-08-18 13F Wolverine Trading, Llc Call 46,900 166.48 148 157.89
2025-08-18 13F Wolverine Trading, Llc Put 20,000 -7.41 63 -11.27
2025-08-18 13F/A National Bank Of Canada /fi/ 32 0
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 8,596 0.00 27 3.85
2025-07-24 13F Blair William & Co/il 2,524,118 44.13 7,951 44.57
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 88,002 42.97 300 15.38
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 34,646 0.00 118 -19.18
2025-08-14 13F Bnp Paribas Arbitrage, Sa 15,437 335.09 49 336.36
2025-06-23 NP PPNMX - SmallCap Growth Fund I R-3 2,416 38.93 7 -14.29
2025-08-14 13F Group One Trading, L.p. Put 16,700 -52.96 53 -53.15
2025-07-17 13F HB Wealth Management, LLC 0 -100.00 0 -100.00
2025-08-14 13F California State Teachers Retirement System 3,868 26.32 12 33.33
2025-07-31 13F Caitong International Asset Management Co., Ltd 0 -100.00 0 -100.00
2025-08-14 13F Group One Trading, L.p. Call 13,400 -65.19 42 -65.00
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 29,101 77.46 80 54.90
2025-08-08 13F Larson Financial Group LLC 328 1
2025-08-14 13F Glenview Trust Co 43,128 79.86 136 80.00
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 6,619 46.47 18 0.00
2025-08-07 13F Los Angeles Capital Management Llc 24,655 78
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 24,797 0.00 78 1.30
2025-08-12 13F AlphaCore Capital LLC 101,575 320
2025-08-14 13F Voya Investment Management Llc 17,885 11.06 56 12.00
2025-05-19 13F/A Jane Street Group, Llc Call 0 -100.00 0 -100.00
2025-08-14 13F GWM Advisors LLC 81 0.00 0
2025-06-03 13F Invst, LLC 36,000 0.00 113 -27.56
2025-07-28 NP UWM - ProShares Ultra Russell2000 5,814 16.21 20 -9.52
2025-08-14 13F Goldman Sachs Group Inc 76,334 -28.75 240 -28.57
2025-08-15 13F Tower Research Capital LLC (TRC) 7,851 82.96 25 84.62
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 7,332 0.00 23 0.00
2025-07-24 13F IFP Advisors, Inc 0 0
2025-05-13 13F UBS Group AG Put 0 -100.00 0 -100.00
2025-08-14 13F Caxton Corp 0 -100.00 0
2025-05-19 13F/A Jane Street Group, Llc 0 -100.00 0 -100.00
2025-07-31 13F Nisa Investment Advisors, Llc 4,909 329.48 15 400.00
2025-08-08 13F Geode Capital Management, Llc 1,498,838 7.49 4,723 7.83
2025-08-18 13F Front Row Advisors LLC 1 -50.00 0
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 33,678 -1.87 106 -0.93
2025-08-07 13F Allworth Financial LP 100 0.00 0
2025-08-14 13F Engineers Gate Manager LP 13,585 43
2025-08-20 NP ASMOX - AQR Small Cap Momentum Style Fund Class I 10,425 -62.71 33 -63.22
2025-08-11 13F Pfizer Inc 2,411,575 0.00 7,596 0.32
2025-08-12 13F Putnam Fl Investment Management Co 53,863 170
2025-08-05 13F Bank of New York Mellon Corp 333,957 3.28 1,052 3.55
2025-08-11 13F Citigroup Inc 21,489 -47.42 68 -47.66
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 14,331 0.00 45 2.27
2025-08-14 13F Mariner, LLC 18,149 -0.90 57 0.00
2025-08-14 13F Blackstone Group Inc 158,330 255.80 499 258.27
2025-08-14 13F Raymond James Financial Inc 13,892 11.36 44 10.26
2025-08-08 13F Thoroughbred Financial Services, Llc 0 -100.00 0
2025-07-28 NP URTY - ProShares UltraPro Russell2000 4,262 2.28 15 -17.65
2025-08-14 13F DAFNA Capital Management LLC 0 -100.00 0
2025-08-14 13F Susquehanna International Group, Llp Put 41,700 33.23 131 33.67
2025-08-14 13F Susquehanna International Group, Llp 529,057 39.80 1,667 40.24
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 824 -41.93 3 -50.00
2025-05-15 13F Boothbay Fund Management, Llc 0 -100.00 0 -100.00
2025-05-29 NP JAFEX - Total Stock Market Index Trust NAV 842 -36.02 3 -60.00
2025-08-14 13F Commodore Capital Lp 0 -100.00 0 -100.00
2025-08-14 13F Susquehanna International Group, Llp Call 33,200 105
2025-08-08 13F SBI Securities Co., Ltd. 964 31.34 3 50.00
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 3,106 10
2025-08-13 13F Quadrature Capital Ltd 23,117 73
2025-08-14 13F Elkhorn Partners Limited Partnership 34,000 4.62 107
2025-05-15 13F Shay Capital LLC 0 -100.00 0 -100.00
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 7,264 0.00 20 -34.48
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 19,722 41.54 62 44.19
2025-08-12 13F Corebridge Financial, Inc. 0 -100.00 0 -100.00
2025-08-12 13F Ameritas Investment Partners, Inc. 3,838 0.00 12 0.00
2025-08-14 13F State Street Corp 1,126,526 19.81 3,549 20.19
2025-07-28 NP VCSLX - Small Cap Index Fund 23,061 48.03 79 18.18
2025-07-31 13F Moser Wealth Advisors, LLC 806 0.00 3 0.00
2025-08-14 13F Acorn Capital Advisors, Llc 1,408,767 -2.33 4,438 -2.01
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 7,385 0.00 20 -31.03
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 1,600 0.00 5 0.00
2025-07-10 13F Baader Bank INC 10,022 20
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 12,370 16.46 39 15.15
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 2,378 46.79 7 0.00
2025-08-13 13F Lido Advisors, LLC 15,000 47
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 5,755 -24.68 18 -21.74
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 335,269 30.93 1,143 5.35
2025-08-26 NP NOSGX - Northern Small Cap Value Fund 200,244 631
2025-08-14 13F CoreCap Advisors, LLC 0 -100.00 0 -100.00
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F Wells Fargo & Company/mn 46,139 9.22 145 9.85
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 30,180 481.50 95 493.75
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 57 21.28 0
2025-08-12 13F Gladstone Institutional Advisory LLC 13,000 0.00 41 0.00
2025-06-26 NP USMIX - Extended Market Index Fund 6,584 12.43 18 -21.74
2025-08-14 13F Manufacturers Life Insurance Company, The 21,956 23.88 69 25.45
2025-08-04 13F Integrity Alliance, Llc. 12,860 41
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 74,770 14.00 236 14.63
2025-08-12 13F Legal & General Group Plc 6,185 11.40 19 11.76
2025-08-13 13F Avestar Capital, LLC 140,469 0.00 442 0.23
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 13,824 0.00 44 0.00
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 27,985 77
2025-06-27 NP RSSL - Global X Russell 2000 ETF 34,642 51.62 95 2.17
2025-07-15 13F Yarbrough Capital, LLC 0 -100.00 0 -100.00
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 16,918 0.00 53 0.00
2025-08-12 13F Virtu Financial LLC 0 -100.00 0
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 10,745 29
2025-08-14 13F LMR Partners LLP Put 155,000 24.00 488 24.49
2025-08-13 13F EverSource Wealth Advisors, LLC 0 -100.00 0
2025-08-14 13F Two Sigma Advisers, Lp 205,600 1,074.86 648 1,098.15
2025-07-24 13F Us Bancorp \de\ 3,109 0.00 10 0.00
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 989 38.52 3 0.00
2025-08-15 13F Morgan Stanley 795,746 13.92 2,507 14.27
2025-08-14 13F Diadema Partners Lp Call 208,100 0.00 656 0.31
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 1,647 0.00 6 -16.67
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 25,123 39.22 86 11.84
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 16,697 0.00 53 0.00
2025-08-12 13F MAI Capital Management 505,197 -46.23 1,591 -46.07
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 115,400 30.80 394 5.08
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 1,845 9.37 6 0.00
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 9,586 54.26 30 57.89
2025-08-14 13F Fmr Llc 34,885 -3.52 110 -3.54
2025-07-11 13F Assenagon Asset Management S.A. 67,231 0.00 212 0.00
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 12,983 24.74 41 25.00
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 4,612 7.53 15 7.69
2025-07-18 13F United Bank 22,411 -2.18 71 -1.41
2025-08-11 13F Vanguard Group Inc 3,728,334 19.68 11,744 20.06
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 316 7.85 1
2025-05-05 13F Eagle Bay Advisors LLC 0 -100.00 0 -100.00
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 2,125,015 39.45 6,694 39.90
2025-08-15 13F ROSS\JOHNSON & Associates LLC 1 0.00 0
2025-08-12 13F BlackRock, Inc. 3,936,496 2.46 12,400 2.79
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 44,100 0.00 139 0.00
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 3,838 0.00 12 0.00
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 75,661 42.44 207 -3.27
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 140,873 38.57 386 -5.87
2025-08-28 NP QCSTRX - Stock Account Class R1 480,049 -38.61 1,512 -38.41
2025-06-18 NP NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 3,442 9
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 594 -0.17 2 -50.00
2025-08-14 13F Capstone Investment Advisors, Llc 51,190 0.00 161 0.63
2025-08-14 13F Graham Capital Management, L.P. 18,718 59
2025-08-14 13F Citadel Advisors Llc 0 -100.00 0
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 13,273 12.34 42 10.81
2025-08-14 13F/A Barclays Plc 107,536 74.13 0
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 4,489 0.00 14 0.00
2025-08-04 13F Amalgamated Bank 2,009 0.00 0
2025-05-13 13F American Century Companies Inc 0 -100.00 0
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 145 61.11 0
2025-04-30 13F Parr Mcknight Wealth Management Group, Llc 0 -100.00 0 -100.00
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 5,879 0.00 19 0.00
2025-05-15 13F J. Goldman & Co LP 0 -100.00 0 -100.00
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 216 2.37 1
2025-07-29 NP VFMO - Vanguard U.S. Momentum Factor 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 129,519 -15.53 442 -32.15
2025-08-13 13F Northern Trust Corp 724,451 49.57 2,282 50.13
2025-05-27 NP Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 2,917 42.02 9 12.50
2025-08-11 13F HighTower Advisors, LLC 34,206 -0.02 108 0.00
2025-08-13 13F Renaissance Technologies Llc 129,690 409
2025-08-13 13F Denver Wealth Management, Inc. 15,235 0.00 48 0.00
2025-07-22 13F Gsa Capital Partners Llp 129,731 -63.41 0 -100.00
2025-08-12 13F Deutsche Bank Ag\ 40,327 -18.43 127 -18.06
2025-08-14 13F Two Sigma Investments, Lp 443,521 163.45 1,397 164.58
2025-08-14 13F Aqr Capital Management Llc 18,921 -35.16 60 -35.16
2025-07-08 13F Parallel Advisors, LLC 1,000 0.00 3 0.00
2025-08-11 13F Cornerstone Planning Group LLC 5 0.00 0
2025-08-08 13F SG Americas Securities, LLC 0 -100.00 0
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 6,166 43.33 19 46.15
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 3,969 0.00 14 -18.75
2025-07-18 13F PFG Investments, LLC 12,501 0.00 39 0.00
2025-08-14 13F Millennium Management Llc 1,126,670 69.56 3,549 70.13
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 28,463 -0.30 90 0.00
2025-09-04 13F/A Advisor Group Holdings, Inc. 2,012 0.60 6 0.00
2025-05-15 13F Ikarian Capital, LLC 0 -100.00 0 -100.00
2025-07-10 13F Security National Bank 9,767 0.00 31 0.00
2025-08-12 13F Rhumbline Advisers 84,759 34.24 267 34.34
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 542 0.00 2 -50.00
2025-08-14 13F Alliancebernstein L.p. 48,730 369.46 154 378.13
2025-05-09 13F Pnc Financial Services Group, Inc. 0 -100.00 0
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 19,974 40.06 68 13.33
2025-08-08 13F Intech Investment Management Llc 29,795 -4.12 94 -4.12
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 87 7.41 0
2025-08-06 13F Commonwealth Equity Services, Llc 27,265 34.25 0
2025-08-05 13F Scarborough Advisors, LLC 7,502 24
2025-08-13 13F New York State Common Retirement Fund 3,600 0.00 0
2025-07-24 13F FinDec Wealth Services, Inc. 16,000 0.00 50 0.00
2025-08-08 13F Hartland & Co., LLC 700 0.00 2 0.00
2025-08-14 13F Adage Capital Partners Gp, L.l.c. 1,423,000 -1.52 4,482 -1.21
2025-08-14 13F Jacobs Levy Equity Management, Inc 92,269 -76.71 291 -76.67
2025-08-27 13F/A Squarepoint Ops LLC 0 -100.00 0 -100.00
2025-07-08 13F Nbc Securities, Inc. 1,000 0.00 0
2025-08-14 13F Bank Of America Corp /de/ 93,393 189.29 294 191.09
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 31,482 0.00 99 1.02
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 3,999 0.00 13 0.00
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 18,550 257.42 58 262.50
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 1,295 0.00 4 0.00
2025-08-12 13F Nuveen, LLC 560,269 -34.67 1,765 -34.47
2025-07-23 13F Steel Peak Wealth Management LLC 22,800 23.24 72 22.41
2025-08-14 13F Group One Trading, L.p. 2,863 227.95 9 350.00
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 139,149 7.33 438 7.62
2025-07-21 13F/A Point72 Asset Management, L.P. 0 -100.00 0 -100.00
2025-08-08 13F Creative Planning 34,050 -48.70 107 -48.56
2025-08-12 13F Dimensional Fund Advisors Lp 55,698 0.00 175 0.57
2025-08-13 13F Invesco Ltd. 23,795 24.93 75 25.42
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 256,758 31.80 809 32.24
2025-08-14 13F Citadel Advisors Llc Call 85,600 106.76 270 108.53
2025-08-05 13F Simplex Trading, Llc Put 71,900 184.19 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 18,986 52
2025-08-05 13F Simplex Trading, Llc 64,520 -47.73 0
2025-08-05 13F Simplex Trading, Llc Call 131,700 718.01 0
2025-08-26 NP Profunds - Profund Vp Small-cap 142 8.40 0
2025-08-14 13F Cibc World Markets Corp 0 -100.00 0 -100.00
2025-08-14 13F Atom Investors LP 71,051 224
2025-04-23 13F Fourth Dimension Wealth, LLC 0 -100.00 0 -100.00
2025-07-16 13F Castleview Partners, Llc 13,995 -3.25 44 -2.22
2025-08-13 13F MetLife Investment Management, LLC 36,363 1.78 115 1.79
2025-08-13 13F Jones Financial Companies Lllp 50 0
2025-06-18 NP GMRAX - Nationwide Small Cap Index Fund Class A 5,330 45.63 15 0.00
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 5,896 0.00 16 -30.43
2025-08-12 13F SRS Capital Advisors, Inc. 304 1
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 17 88.89 0
2025-08-14 13F Orbimed Advisors Llc 0 -100.00 0 -100.00
2025-08-13 13F Marshall Wace, Llp 298,715 -26.12 941 -25.93
2025-08-14 13F Citadel Advisors Llc Put 76,700 36.23 242 36.93
2025-04-01 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 0 -100.00 0
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 35,882 -8.27 113 -7.38
2025-08-07 13F ProShare Advisors LLC 12,712 0.74 40 2.56
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 500 0.00 2 0.00
2025-08-14 13F Price T Rowe Associates Inc /md/ 30,143 19.81 0
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 599,727 49.61 1,643 1.73
2025-05-15 13F DRW Securities, LLC 0 -100.00 0 -100.00
2025-07-31 13F Brighton Jones Llc 16,503 0.02 52 0.00
2025-08-12 13F Charles Schwab Investment Management Inc 189,315 11.38 596 11.82
2025-08-08 13F Tortoise Investment Management, LLC 0 -100.00 0 -100.00
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 10,188 0.00 32 3.23
2025-07-18 13F Ledgewood Wealth Advisors, LLC 11,190 0.00 35 0.00
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 4 0.00 0
2025-07-25 13F Cwm, Llc 691 74.49 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 5,836 19.42 18 20.00
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 27,727 0.00 87 0.00
2025-08-13 13F Northwestern Mutual Wealth Management Co 48 0.00 0
Other Listings
DE:XE7C € 1.60
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