CVRX - CVRx, Inc. Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham (NasdaqGS)

CVRx, Inc.
US ˙ NasdaqGS ˙ US1266381052

Mga Batayang Estadistika
Pemilik Institusional 197 total, 196 long only, 0 short only, 1 long/short - change of -8.76% MRQ
Alokasi Portofolio Rata-rata 0.0652 % - change of -51.01% MRQ
Jumlah Saham Beredar shares (source: Capital IQ)
Saham Institusional (Jangka Panjang) 15,809,639 - 60.45% (ex 13D/G) - change of -2.39MM shares -13.13% MRQ
Nilai Institusional (Jangka Panjang) $ 92,096 USD ($1000)
Kepemilikan Institusional dan Pemegang Saham

CVRx, Inc. (US:CVRX) memiliki 197 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 15,809,639 saham. Pemegang saham terbesar meliputi Johnson & Johnson, NEA Management Company, LLC, Vanguard Group Inc, BlackRock, Inc., Parkman Healthcare Partners LLC, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Balyasny Asset Management Llc, IWM - iShares Russell 2000 ETF, Geode Capital Management, Llc, and Silvercrest Asset Management Group Llc .

Struktur kepemilikan institusional CVRx, Inc. (NasdaqGS:CVRX) 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 7.82 / share. Previously, on September 9, 2024, the share price was 7.96 / share. This represents a decline of 1.76% over that period.

CVRX / CVRx, 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.

CVRX / CVRx, 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)
2025-02-20 13D/A NEW ENTERPRISE ASSOCIATES 10 L P 2,246,127 2,026,083 -9.80 7.80 -16.13
2025-02-06 13G/A Vensana Capital I GP, LLC 1,749,722 1,760,734 0.63 7.20 -14.29
2025-02-06 13D/A Cooperatieve Gilde Healthcare IV U.A. 1,368,206 1,231,490 -9.99 4.90 -25.76
2024-11-01 13G/A JOHNSON & JOHNSON 4,109,336 4,103,430 -0.14 17.00 -11.46
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
(%)
2025-08-14 13F Wells Fargo & Company/mn 10,993 11.95 65 -46.67
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 2,511 0.00 15 -53.33
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 13,057 7.99 87 -44.87
2025-08-14 13F Susquehanna International Group, Llp Call 0 -100.00 0
2025-08-04 13F Emerald Advisers, Llc 0 -100.00 0
2025-08-14 13F Susquehanna International Group, Llp Put 0 -100.00 0
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 87 26.09 1 -100.00
2025-08-26 NP BRSIX - Ultra-Small Company Market Fund Class N 49,600 0.00 292 -51.98
2025-06-25 NP HSPGX - Emerald Growth Fund Class A 56,696 -75.55 415 -88.80
2025-06-27 NP CTSIX - Calamos Timpani Small Cap Growth Fund Class I 0 -100.00 0 -100.00
2025-08-14 13F State Street Corp 294,736 0.50 1,733 -51.67
2025-07-31 13F Nisa Investment Advisors, Llc 130 348.28 1
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 0 -100.00 0 -100.00
2025-05-28 NP JSCSX - JPMorgan U.S. Small Company Fund Class I 0 -100.00 0 -100.00
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 0 -100.00 0 -100.00
2025-08-14 13F Two Sigma Investments, Lp 87,591 -40.47 515 -71.37
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 3,019 0.00 18 -52.78
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 1,050 0.00 6 -50.00
2025-08-08 13F Calamos Advisors LLC 0 -100.00 0
2025-06-26 NP FLXSX - Fidelity Flex Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,129 40.25 23 -37.14
2025-08-14 13F Raymond James Financial Inc 3,071 18
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 460 0.00 3 -40.00
2025-08-13 13F Marshall Wace, Llp 350,080 238.14 2,058 62.56
2025-05-22 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 2,746 -13.24 34 -17.50
2025-08-07 13F Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 29,032 120.02 171 5.59
2025-05-09 13F R Squared Ltd 0 -100.00 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 489 0.00 3 -60.00
2025-08-14 13F Silvercrest Asset Management Group Llc 369,831 0.00 2,175 -51.93
2025-08-14 13F Parkman Healthcare Partners LLC 789,099 -35.82 4,640 -69.15
2025-08-14 13F NEA Management Company, LLC 2,026,083 0.00 11,913 -51.92
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 5,101 -0.82 30 -53.23
2025-07-25 13F Cwm, Llc 7 -87.27 0
2025-08-12 13F XTX Topco Ltd 26,364 155
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 394,253 1.70 2,318 -51.11
2025-08-14 13F California State Teachers Retirement System 963 0.00 6 -54.55
2025-05-14 13F Jane Street Group, Llc 0 -100.00 0
2025-08-08 13F Intech Investment Management Llc 10,031 59
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 400 0.00 2 -50.00
2025-07-14 13F GAMMA Investing LLC 907 141.22 5 25.00
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 5,367 0.00 39 -54.12
2025-08-14 13F Two Sigma Advisers, Lp 37,800 -53.33 222 -77.58
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 3,770 0.00 22 -52.17
2025-08-11 13F Citigroup Inc 5,751 -45.93 34 -74.62
2025-05-15 13F PharVision Advisers, LLC 0 -100.00 0
2025-05-16 13F Dynamic Technology Lab Private Ltd 0 -100.00 0
2025-05-29 NP VYSVX - Vericimetry U.S. Small Cap Value Fund 2,270 28
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F Massar Capital Management, LP 0 -100.00 0 -100.00
2025-08-15 13F Tower Research Capital LLC (TRC) 3,256 180.69 19 35.71
2025-08-15 13F Kestra Advisory Services, LLC 15,080 -72.51 89 -86.87
2025-05-13 13F Norges Bank 0 -100.00 0 -100.00
2025-08-14 13F Bank Of America Corp /de/ 89,049 7.63 524 -48.27
2025-08-26 NP SCDS - JPMorgan Fundamental Data Science Small Core ETF 792 0.00 5 -55.56
2025-05-22 NP MXMTX - Great-West Small Cap Growth Fund Investor Class 16,245 3.99 199 -30.28
2025-08-11 13F Rothschild Investment Llc 0 -100.00 0
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 74,338 22.67 493 -37.20
2025-05-19 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 0 -100.00 0 -100.00
2025-08-14 13F Susquehanna International Group, Llp 67,850 87.89 399 -9.75
2025-08-19 NP RIFBX - U.S. Small Cap Equity Fund 0 -100.00 0 -100.00
2025-07-28 NP HDG - ProShares Hedge Replication ETF 20 25.00 0
2025-08-14 13F Bnp Paribas Arbitrage, Sa 53,643 -40.62 315 -71.47
2025-05-29 NP JAEWX - Small Cap Index Trust NAV 2,642 2.84 32 0.00
2025-07-24 13F JNBA Financial Advisors 1,000 0.00 6 -58.33
2025-08-13 13F Renaissance Technologies Llc 14,000 82
2025-06-26 NP USMIX - Extended Market Index Fund 1,744 -3.75 13 -57.14
2025-08-05 13F Carolinas Wealth Consulting Llc 0 -100.00 0 -100.00
2025-05-22 NP IJSIX - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 0 -100.00 0 -100.00
2025-08-12 13F Corebridge Financial, Inc. 0 -100.00 0
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 0 -100.00 0 -100.00
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 7,677 3.49 45 -50.00
2025-08-14 13F Nebula Research & Development LLC 0 -100.00 0
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 11,400 0.00 67 -51.80
2025-08-14 13F UBS Group AG 88,144 18.64 518 -42.95
2025-08-14 13F Bridgeway Capital Management Inc 49,600 0.00 292 -51.98
2025-08-12 13F Ameritas Investment Partners, Inc. 918 0.00 5 -54.55
2025-08-13 13F MetLife Investment Management, LLC 0 -100.00 0
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 701,380 8.35 4,124 -47.91
2025-07-28 NP URTY - ProShares UltraPro Russell2000 1,093 -19.51 7 -58.82
2025-08-14 13F RBF Capital, LLC 20,000 -42.86 118 -72.66
2025-08-12 13F BlackRock, Inc. 1,026,004 2.00 6,033 -50.96
2025-08-13 13F New York State Common Retirement Fund 4,194 0.00 0
2025-08-13 13F Northern Trust Corp 148,384 -0.41 872 -52.14
2025-03-28 NP LAMGX - Lord Abbett Micro-Cap Growth Fund Class A 89,984 -15.73 1,438 -13.22
2025-06-23 NP PPNMX - SmallCap Growth Fund I R-3 80,646 -42.10 590 -73.48
2025-07-31 13F Caitong International Asset Management Co., Ltd 2 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 4,202 0.00 31 -55.22
2025-08-05 13F Simplex Trading, Llc 15,813 2,728.80 0
2025-08-13 13F Archon Capital Management LLC 175,000 -30.46 1,029 -66.56
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 10,873 17.10 64 -44.25
2025-07-28 NP VCSLX - Small Cap Index Fund 4,946 -2.54 33 -50.77
2025-05-29 NP HCEGX - The Growth Equity Portfolio HC Strategic Shares 799 0.00 10 -10.00
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 6,770 0.00 50 -54.63
2025-05-15 13F GWM Advisors LLC 0 -100.00 0 -100.00
2025-06-26 NP TIEIX - TIAA-CREF Equity Index Fund Institutional Class 26,756 0.00 196 -54.33
2025-08-12 13F Deutsche Bank Ag\ 19,724 89.84 116 -9.45
2025-08-14 13F Royal Bank Of Canada 15,128 96.03 89 -5.32
2025-07-22 13F Gsa Capital Partners Llp 263,682 377.68 2
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 5,000 0.00 29 -52.46
2025-07-24 13F Us Bancorp \de\ 500 -29.08 3 -75.00
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 918 0.00 5 -54.55
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 773 0.00 6 -58.33
2025-08-05 13F Corton Capital Inc. 29,864 176
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 82 20.59 0
2025-05-28 13F Strs Ohio 0 -100.00 0
2025-09-04 13F/A Advisor Group Holdings, Inc. 1,545 183.49 9 50.00
2025-07-29 NP SLPAX - Siit Small Cap Fund - Class A 0 -100.00 0 -100.00
2025-08-14 13F CoreCap Advisors, LLC 0 -100.00 0
2025-05-15 13F Boothbay Fund Management, Llc 0 -100.00 0
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0 -100.00 0 -100.00
2025-08-08 13F SBI Securities Co., Ltd. 12 0.00 0
2025-08-27 13F/A Squarepoint Ops LLC 0 -100.00 0 -100.00
2025-08-12 13F Charles Schwab Investment Management Inc 47,293 12.86 278 -45.70
2025-08-04 13F Emerald Mutual Fund Advisers Trust 0 -100.00 0
2025-06-18 NP GMRAX - Nationwide Small Cap Index Fund Class A 1,052 0.00 8 -56.25
2025-08-07 13F Los Angeles Capital Management Llc 0 -100.00 0
2025-08-12 13F Archer Investment Corp 250 0.00 1 -66.67
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 310 0.00 2 -66.67
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 2,098 0.00 12 -52.00
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 2,991 0.00 18 -52.78
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 257 10.30 2 -66.67
2025-08-08 13F Principal Financial Group Inc 0 -100.00 0
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 602 -27.12 4 -70.00
2025-08-11 13F Vanguard Group Inc 1,077,278 7.01 6,334 -48.55
2025-08-14 13F Schonfeld Strategic Advisors LLC 258,472 2.11 1,520 -50.92
2025-08-14 13F Fmr Llc 264 -93.90 2 -98.08
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 12,169 58.86 89 -27.05
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 11,480 23.71 68 -40.71
2025-06-18 NP REBYX - U.S. Small Cap Equity Fund Class Y 0 -100.00 0 -100.00
2025-07-15 13F Fortitude Family Office, LLC 80 0
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 21,452 12.37 142 -42.51
2025-08-14 13F PDT Partners, LLC 0 -100.00 0
2025-08-11 13F Stoneridge Investment Partners Llc 18,655 0
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 23,044 0.00 135 -51.96
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 145,715 10.56 857 -46.87
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 13,287 0.00 88 -48.84
2025-08-13 13F Philadelphia Trust Co 15,000 0
2025-08-14 13F Cubist Systematic Strategies, LLC 35,016 -40.76 206 -71.61
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 1,260 15.70 7 -46.15
2025-08-14 13F Lord, Abbett & Co. Llc 0 -100.00 0
2025-08-14 13F Mairs & Power Inc 144,281 0.00 848 -51.93
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 5,810 0.00 43 -54.35
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 707 0.00 5 -55.56
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 3,432 0.00 20 -51.22
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 16,021 0.00 94 -51.79
2025-08-26 NP TLSTX - Stock Index Fund 210 0.00 1 -50.00
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 23 15.00 0
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 358 0.00 2 -50.00
2025-07-28 NP UWM - ProShares Ultra Russell2000 1,489 -8.65 10 -57.14
2025-04-15 13F SG Americas Securities, LLC 0 -100.00 0
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 2,562 -24.91 15 -63.41
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 605 0.00 4 -42.86
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 4 0.00 0
2025-08-06 13F Tradewinds, LLC. 0 -100.00 0
2025-08-12 13F Rhumbline Advisers 21,632 13.74 127 -45.26
2025-08-13 13F Jones Financial Companies Lllp 250 0.00 1 -66.67
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 27,091 0.00 180 -49.00
2025-08-14 13F Citadel Advisors Llc Call 42,200 -2.76 248 -53.21
2025-08-26 NP MSCFX - Mairs & Power Small Cap Fund 142,456 0.00 838 -51.95
2025-08-14 13F Citadel Advisors Llc 32,720 -87.17 192 -93.84
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 83,148 4.73 552 -46.40
2025-08-14 13F Citadel Advisors Llc Put 32,400 62.00 191 -22.13
2025-08-14 13F Tudor Investment Corp Et Al 153,596 30.14 903 -37.42
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 15 0.00 0
2025-06-24 NP QASGX - Federated MDT Small Cap Growth 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 4,854 36
2025-05-05 13F IFP Advisors, Inc 0 0
2025-07-07 13F Versant Capital Management, Inc 255 1
2025-08-18 13F Wolverine Trading, Llc 26,924 157
2025-08-14 13F/A Barclays Plc 28,877 74.40 0
2025-07-21 13F HighMark Wealth Management LLC 3,000 0.00 18 -52.78
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 8,150 0.00 48 -52.53
2025-08-14 13F Sectoral Asset Management Inc 73,500 7.30 432 -48.39
2025-04-18 NP AVUS - Avantis U.S. 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 180 0.00 2 0.00
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 3,376 -91.99 20 -96.31
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 743 0.00 4 -55.56
2025-08-12 13F EAM Investors, LLC 0 -100.00 0
2025-08-12 13F Nuveen, LLC 42,289 0.00 249 -52.03
2025-08-13 13F Quadrant Capital Group Llc 0 -100.00 0
2025-08-14 13F Millennium Management Llc 323,158 -0.69 1,900 -52.25
2025-08-06 13F True Wealth Design, LLC 0 -100.00 0
2025-05-30 NP SLLAX - SIMT Small Cap Fund Class F 5,440 -61.82 67 -85.27
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 56 3.70 0
2025-08-12 13F Global Retirement Partners, LLC 500 3
2025-08-14 13F Point72 (DIFC) Ltd 894 5
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 15,323 0.00 112 -54.10
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 2,551 145.76 19 12.50
2025-08-14 13F Quarry LP 2,757 16
2025-07-29 NP SECAX - SIIT Small Cap II Fund - Class A 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 1,946 11.65 24 4.55
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 2,335 39.40 14 -35.00
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 1,251 0.00 7 -53.33
2025-05-30 NP DTSGX - Small Company Growth Portfolio Investment Class 3,696 676.47 45 650.00
2025-08-14 13F Group One Trading, L.p. 2,718 16
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 8,389 -4.44 49 -54.21
2025-08-27 NP JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 1,230 0.00 7 -53.33
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 36,018 8.46 212 -48.03
2025-07-22 13F Johnson & Johnson 4,103,430 0.00 23,882 -52.41
2025-05-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 2,030 0.00 25 -4.00
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 4,380 -41.44 26 -72.53
2025-08-04 13F Amalgamated Bank 515 0.00 0
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 1,692 14.87 12 -47.83
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 13,772 0.00 81 -52.38
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 233,213 0.00 1,371 -51.93
2025-08-08 13F Larson Financial Group LLC 2,537 11.37 15 -48.15
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 38 22.58 0
2025-08-13 13F Cresset Asset Management, LLC 53,542 3.52 315 -50.32
2025-08-14 13F Verition Fund Management LLC 16,475 97
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 2,192 0.00 13 -53.85
2025-08-13 13F Russell Investments Group, Ltd. 0 -100.00 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 151,777 13.92 1,111 -47.82
2025-06-27 NP RSSL - Global X Russell 2000 ETF 8,864 15.93 65 -47.54
2025-08-14 13F Goldman Sachs Group Inc 79,856 -37.07 470 -69.78
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 4 0.00 0
2025-08-15 13F Morgan Stanley 368,251 85.05 2,165 -11.02
2025-08-26 NP Profunds - Profund Vp Small-cap 37 8.82 0
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 5,817 -38.79 43 -72.19
2025-06-27 NP PCSGX - PACE Small/Medium Co Growth Equity Investments Class P 0 -100.00 0 -100.00
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 36,095 15.16 264 -47.20
2025-08-07 13F Perkins Capital Management Inc 16,350 96
2025-08-11 13F Mount Lucas Management LP 5,100 30
2025-07-14 13F UMA Financial Services, Inc. 149 1
2025-08-14 13F D. E. Shaw & Co., Inc. 53,375 76.76 314 -15.18
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 153 -21.13 1 -66.67
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 1,241 0.00 9 -52.63
2025-08-26 NP NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 7,530 -5.53 44 -54.64
2025-08-12 13F Legal & General Group Plc 1,732 0.00 10 -52.38
2025-05-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 5,164 0.00 63 -3.08
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 306 0.00 2 -66.67
2025-08-12 13F Jpmorgan Chase & Co 73,673 -41.04 433 -71.66
2025-08-14 13F Quantinno Capital Management LP 18,778 110
2025-08-14 13F Alliancebernstein L.p. 15,860 -5.37 93 -54.41
2025-08-08 13F/A Sterling Capital Management LLC 35 150.00 0
2025-07-31 13F Quest Partners LLC 13,106 114.57 77 4.05
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 2,900 0.00 19 -48.65
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 544 0.00 4 -62.50
2025-05-14 13F Walleye Capital LLC 0 -100.00 0
2025-08-14 13F Balyasny Asset Management Llc 674,685 65.52 3,967 -20.42
2025-08-12 13F Dimensional Fund Advisors Lp 52,827 44.19 311 -30.80
2025-08-13 13F Jump Financial, LLC 0 -100.00 0
2025-08-12 13F Trexquant Investment LP 0 -100.00 0
2025-07-30 13F Whittier Trust Co 6,000 0.00 35 -52.05
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 2,412 0.00 14 -51.72
2025-05-29 NP JAFEX - Total Stock Market Index Trust NAV 398 22.09 5 0.00
2025-08-05 13F Bank of New York Mellon Corp 35,069 12.93 206 -45.65
2025-08-08 13F Geode Capital Management, Llc 382,437 6.42 2,249 -48.83
2025-08-14 13F FourWorld Capital Management LLC 124,123 563.72 730 219.74
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