CWENA / Clearway Energy Inc - Class A - Kepemilikan Institusional - Pembeli

Clearway Energy Inc - Class A
US ˙ NYSE ˙ US18539C1053
HINDI NA ACTIVE ANG SIMBONG ITO

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Clearway Energy Inc - Class A meliputi Glenmede Investment Management, LP, Ing Groep Nv, Bank Of Nova Scotia, Liberty Wealth Management Llc, Custom Index Systems, Llc, Diversify Advisory Services, LLC, Ieq Capital, Llc, Kingstone Capital Partners Texas, LLC, Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF, LSEQ - Harbor Long-Short Equity ETF, CAPROCK Group, Inc., CUSUX - Six Circles U.S. Unconstrained Equity Fund, Wolverine Trading, Llc, Wealth Enhancement Advisory Services, Llc, EHLS - Even Herd Long Short ETF, WBIF - WBI BullBear Value 3000 ETF, Elevation Series Trust - TrueShares Eagle Global Renewable Energy Income ETF, WSML - iShares MSCI World Small-Cap ETF, O'shaughnessy Asset Management, Llc, dan Old Point Trust & Financial Services N A .

Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.

Tingkatkan ke versi premium untuk membuka data premium.

Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)		 Saham Δ Saham
(%)		 Dilaporkan
Nilai
($1000)		 Nilai Δ
(%)		 Alokasi Port
(%)
2025-07-16 13F Signaturefd, Llc 2,793 0.04 85 6.33
2025-08-13 13F Arizona State Retirement System 10,105 1.77 306 8.16
2025-08-04 13F Hantz Financial Services, Inc. 476 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 1,369,964 1.18 41,455 7.58
2025-07-30 13F/A Old Point Trust & Financial Services N A 1,250 38
2025-06-25 NP REVS - Columbia Research Enhanced Value ETF 355 11.64 10 28.57
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 25,452 0.11 770 6.50
2025-08-11 13F Trium Capital LLP 13,649 413
2025-08-26 NP NRIAX - Nuveen Real Asset Income Fund Class A This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 168,401 65.02 5,096 75.45
2025-07-11 13F Diversified Trust Co 11,451 46.73 347 55.86
2025-07-16 13F Eagle Global Advisors Llc 79,157 27.58 2,395 35.69
2025-08-14 13F Occudo Quantitative Strategies Lp 21,392 3.03 647 9.66
2025-07-29 NP VRNIX - Vanguard Russell 1000 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 2,942 13.81 85 23.53
2025-08-14 13F Susquehanna International Group, Llp Call 7,000 212
2025-08-05 13F Bank Of Montreal /can/ 7,277 1.24 220 7.84
2025-06-23 NP IDU - iShares U.S. Utilities 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 35,311 10.65 966 23.40
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 848 60.00 23 76.92
2025-06-26 NP FIOOX - Fidelity Series Large 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 11,712 2.16 320 13.88
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 28,244 3.37 855 9.91
2025-08-14 13F Susquehanna International Group, Llp 18,349 21.30 555 29.07
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 6,900 81.58 199 99.00
2025-08-28 NP SPTM - SPDR(R) Portfolio Total Stock Market ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,406 1.75 194 7.82
2025-08-27 NP LQPE - PEO AlphaQuest(TM) Thematic PE ETF 317 10
2025-06-26 NP TSMOX - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 99,750 5.03 2,728 17.13
2025-07-25 13F Stephens Consulting, LLC 2 0
2025-08-06 13F Rialto Wealth Management, LLC 1 0
2025-08-12 13F Dimensional Fund Advisors Lp 438,557 0.61 13,271 6.98
2025-08-14 13F Fmr Llc 91,366 12.33 2,765 19.45
2025-08-26 13F/A Thrivent Financial For Lutherans 158,425 0.02 5 0.00
2025-08-13 13F Custom Index Systems, Llc 34,683 1,050
2025-08-01 13F Envestnet Asset Management Inc 53,317 1.14 1,613 7.53
2025-06-25 NP EMLP - First Trust North American Energy Infrastructure Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,207,325 2.01 33,020 13.74
2025-08-15 13F Great West Life Assurance Co /can/ 63,654 1.05 2 0.00
2025-07-28 NP AVMV - Avantis U.S. Mid Cap Value ETF 486 27.56 14 40.00
2025-08-26 NP EHLS - Even Herd Long Short ETF 4,543 137
2025-08-08 13F/A Sterling Capital Management LLC 2,351 21.31 71 29.09
2025-08-27 13F/A Brinker Capital Investments, LLC 52,948 35.01 1,602 43.55
2025-08-07 13F Parkside Financial Bank & Trust 102 10.87 3 50.00
2025-07-15 13F Td Private Client Wealth Llc 395 12.22 12 10.00
2025-08-14 13F Alliancebernstein L.p. 34,189 4.17 1,035 10.71
2025-08-11 13F Private Advisor Group, LLC 11,521 1.93 349 8.41
2025-08-14 13F Glenmede Investment Management, LP 94,169 2,850
2025-06-23 NP IYY - iShares Dow Jones U.S. 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 1,432 1.70 39 14.71
2025-06-24 NP SWSCX - Schwab Small-Cap Equity 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 56,522 16.54 1,546 29.94
2025-08-11 13F Vanguard Group Inc 3,992,213 0.24 120,804 6.58
2025-08-14 13F Comerica Bank 14,369 4.08 435 10.71
2025-08-14 13F Sone Capital Management, LLC 160,596 13.07 4,860 20.21
2025-07-25 13F Cwm, Llc 4,523 10.61 0
2025-08-12 13F Charles Schwab Investment Management Inc 1,074,928 0.05 32,527 6.38
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 3,251 10.35 89 22.22
2025-04-01 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 59,198 9.21 1,452 0.55
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 214,522 3.00 6,189 12.30
2025-05-09 13F Liberty Wealth Management Llc 36,827 1
2025-08-28 NP Elevation Series Trust - TrueShares Eagle Global Renewable Energy Income ETF 4,071 123
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 1,937 33.31 53 48.57
2025-06-25 NP ISCB - iShares Morningstar Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,708 3.83 47 15.00
2025-08-14 13F Ubs Asset Management Americas Inc 218,389 3.91 6,608 10.48
2025-07-28 NP PSCU - Invesco S&P SmallCap Utilities & Communication Services 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 7,061 4.82 204 14.04
2025-08-11 NP CUSUX - Six Circles U.S. Unconstrained Equity Fund 8,161 247
2025-08-26 NP Profunds - Profund Vp Small-cap Value 756 0.27 23 4.76
2025-08-28 NP MMTM - SPDR S&P 1500 Momentum Tilt ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 156 5
2025-08-12 13F American Century Companies Inc 9,932 7.05 301 13.64
2025-08-13 13F Amundi 37,843 174.38 1,144 188.16
2025-08-26 NP IRMAX - Voya RussellTM Mid Cap Index Portfolio Class ADV 2,806 0.90 85 6.33
2025-07-15 13F Fortitude Family Office, LLC 7 0
2025-08-12 13F Nuveen, LLC 525,612 26.71 15,905 34.72
2025-07-24 NP ESML - iShares ESG MSCI USA Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 40,057 0.77 1,156 9.90
2025-08-29 NP DON - WisdomTree U.S. MidCap Dividend Fund N/A 119,305 0.07 3,610 6.40
2025-07-14 13F GAMMA Investing LLC 5,991 10.39 181 17.53
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 46,583 15.28 1,410 22.63
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 7,904 243
2025-08-14 13F Bank Of America Corp /de/ 136,873 20.84 4,142 28.48
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 6,826 40.34 187 56.30
2025-07-28 NP AVUQ - Avantis U.S. Quality ETF 374 11
2025-08-08 13F Pnc Financial Services Group, Inc. 4,742 21.50 143 28.83
2025-08-14 13F Goldman Sachs Group Inc 130,717 19.62 3,955 27.21
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 933 23.41 28 33.33
2025-08-12 13F Hillsdale Investment Management Inc. 191,944 33.35 5,808 41.80
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 1,883 55.23 57 64.71
2025-08-22 NP FIMVX - Fidelity Mid 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 6,953 80.22 210 92.66
2025-08-26 NP FOVL - iShares Focused Value Factor 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 24,768 17.33 749 24.83
2025-05-29 NP BUYO - KraneShares Man Buyout Beta Index ETF 103 3
2025-08-12 13F Public Sector Pension Investment Board 117,871 7.38 3,567 14.15
2025-07-22 13F Gsa Capital Partners Llp 18,582 1
2025-06-26 NP CRSSX - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 19,427 0.59 531 12.26
2025-05-15 13F Texas Permanent School Fund 17,270 472
2025-06-26 NP FLCOX - Fidelity Large 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 15,033 9.05 411 21.60
2025-08-21 NP MXISX - Great-West S&P Small Cap 600 Index Fund Investor Class 25,356 0.98 767 7.42
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 1,696 21.40 49 33.33
2025-06-18 NP NWHDX - Nationwide Bailard Cognitive Value Fund Class A 16,900 168.25 462 200.00
2025-08-28 NP Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 16,020 485
2025-08-01 13F Rossby Financial, LCC 2,603 0.50 79 11.43
2025-07-28 NP MSLC - Morgan Stanley Pathway Large Cap Equity ETF 1,465 73.37 42 90.91
2025-07-21 13F Ameritas Advisory Services, LLC 4,427 134
2025-08-14 13F Toroso Investments, LLC 28,383 859
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 253 8.58 8 16.67
2025-08-14 13F Cubist Systematic Strategies, LLC 138,502 510.81 4,191 549.77
2025-03-28 NP LSEQ - Harbor Long-Short Equity ETF 13,382 328
2025-07-24 13F IFP Advisors, Inc 1,686 1.08 51 8.51
2025-08-14 13F Ieq Capital, Llc 23,957 725
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 14 0
2025-08-06 13F Ing Groep Nv 85,700 2,593
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 4,302 0.51 130 7.44
2025-08-13 13F Jackson Creek Investment Advisors LLC 66,468 15.12 2 100.00
2025-05-30 NP WBIF - WBI BullBear Value 3000 ETF 4,520 129
2025-07-22 13F HFM Investment Advisors, LLC 2 100.00 0
2025-08-13 13F Norges Bank 515,608 15,602
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 2,132 15.18 65 23.08
2025-08-14 13F/A Skopos Labs, Inc. 3,304 320.36 100 350.00
2025-07-09 13F Gilman Hill Asset Management, LLC 370,505 0.46 11,211 6.81
2025-08-28 NP TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 757 581.98 23 633.33
2025-08-12 13F Virtu Financial LLC 88,358 54.05 3 100.00
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 12,230 1.41 370 7.87
2025-08-29 NP DHS - WisdomTree U.S. High Dividend Fund N/A 2,282 2.01 69 9.52
2025-05-15 13F CAPROCK Group, Inc. 8,800 250
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 23,592 6.71 714 13.35
2025-08-12 13F Franklin Resources Inc 23,780 6.24 720 12.87
2025-06-30 NP NSFGX - Natixis Sustainable Future 2035 Fund Class N 275 11.34 8 16.67
2025-08-25 13F/A Neuberger Berman Group LLC 8,747 265
2025-07-11 13F Farther Finance Advisors, LLC 844 478.08 26 525.00
2025-08-14 13F Treasurer of the State of North Carolina 16,178 2.08 0
2025-06-30 NP NSFOX - Natixis Sustainable Future 2065 Fund Class N 89 11.25 2 100.00
2025-08-14 13F Wellington Management Group Llp 18,671 32.70 565 41.00
2025-06-30 NP NSFKX - Natixis Sustainable Future 2050 Fund Class N 484 6.61 13 18.18
2025-08-26 NP IWB - iShares Russell 1000 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 24,996 0.64 756 7.08
2025-08-08 13F Geode Capital Management, Llc 651,663 2.33 19,719 8.76
2025-08-26 NP TRMNX - T. Rowe Price Mid-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 2,185 3.70 66 11.86
2025-07-10 13F Kozak & Associates, Inc. 31 3.33 1
2025-08-14 13F Royal Bank Of Canada 18,049 37.83 546 46.38
2025-08-14 13F UBS Group AG 56,340 134.56 1,705 149.49
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 15,977 0.62 483 7.10
2025-07-28 NP VCGAX - Growth & Income Fund 16,422 14.77 474 25.13
2025-08-08 13F Cetera Investment Advisers 13,990 35.10 423 43.88
2025-07-25 NP SCHD - Schwab U.S. Dividend Equity 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 986,161 9.03 28,451 18.87
2025-08-12 13F Proequities, Inc. 0 0
2025-08-26 NP Nuveen Real Asset Income & Growth Fund This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 81,082 62.13 2,454 72.38
2025-07-11 13F Kingstone Capital Partners Texas, LLC 22,410 0
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 9,562 22.23 262 36.65
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 41,000 2.56 1,241 9.06
2025-08-14 13F Engineers Gate Manager LP 69,488 166.39 2,103 183.29
2025-08-12 13F O'shaughnessy Asset Management, Llc 1,649 50
2025-08-27 NP Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 20,782 0.74 629 6.98
2025-08-12 13F LPL Financial LLC 14,042 1.72 425 8.16
2025-08-14 13F Balyasny Asset Management Llc 18,094 12.95 548 20.22
2025-07-25 NP HIDV - AB US High Dividend ETF 10,244 0.91 296 10.07
2025-07-29 NP SSMAX - Siit Small Mid Cap Equity Fund - Class A 46,570 109.92 1,344 128.79
2025-08-12 13F Legal & General Group Plc 105,287 8.12 3,186 14.94
2025-08-14 13F Quantinno Capital Management LP 101,528 33.62 3,072 42.09
2025-06-25 NP DIVB - iShares U.S. Dividend and Buyback 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 1,870 23.35 51 37.84
2025-06-26 NP FZIPX - Fidelity ZERO Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11,597 5.20 317 17.41
2025-08-14 13F Millennium Management Llc 361,640 3.52 10,943 10.07
2025-06-25 NP FUTY - Fidelity MSCI Utilities 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 44,677 2.89 1,222 14.65
2025-08-14 13F Graham Capital Management, L.P. 15,377 465
2025-08-14 13F Price T Rowe Associates Inc /md/ 22,189 2.26 1
2025-06-25 NP RECS - Columbia Research Enhanced Core ETF 6,297 46.68 172 63.81
2025-05-15 13F/A Orion Portfolio Solutions, LLC 39,217 14.31 1,116 33.17
2025-08-07 13F Acadian Asset Management Llc 46,070 64.64 1
2025-08-08 13F Atlantic Trust, LLC 18 1
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 188 3.30 5 25.00
2025-08-14 13F Diversify Advisory Services, LLC 28,722 789
2025-08-11 13F Citigroup Inc 27,274 2.88 825 9.42
2025-08-27 NP Jnl Series Trust - Jnl/mellon Utilities Sector Fund (a) 16,453 14.46 498 21.52
2025-07-21 NP GCEPX - Goldman Sachs Clean Energy Income Fund Class P Shares 34,183 48.60 986 62.17
2025-07-29 NP VRVIX - Vanguard Russell 1000 Value 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 16,668 10.96 481 20.91
2025-07-29 NP VIOV - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 69,510 15.49 2,005 25.94
2025-09-04 13F/A Advisor Group Holdings, Inc. 29,423 89.86 890 101.81
2025-06-26 NP CCSO - Carbon Collective Climate Solutions U.S. Equity ETF 7,503 10.93 205 24.24
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 527,185 4.90 15,953 11.54
2025-08-08 13F Advisors Capital Management, LLC 670,220 1.29 20,281 7.70
2025-08-13 13F Jones Financial Companies Lllp 1,220 77.33 37 94.74
2025-07-28 13F Harbour Investments, Inc. 335 10
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 29,264 35.02 886 43.67
2025-07-15 13F Public Employees Retirement System Of Ohio 11,199 0.97 339 7.30
2025-07-31 13F Quest Partners LLC 23,788 71.61 720 82.49
2025-08-13 13F Hsbc Holdings Plc 18,994 1.73 570 7.36
2025-08-14 13F Sei Investments Co 16,402 496
2025-08-11 NP CMEUX - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 10,461 18.23 317 25.90
2025-08-14 13F Bnp Paribas Arbitrage, Sa 58,732 132.13 1,777 146.81
2025-08-12 13F MAI Capital Management 348 39.20 11 42.86
2025-08-13 13F Bank Of Nova Scotia 79,600 2,409
2025-08-28 NP ONEV - SPDR Russell 1000 Low Volatility Focus 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 3,693 4.83 112 11.00
2025-07-25 13F Hemington Wealth Management 27 8.00 0
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 75 2
2025-08-28 NP SMMD - iShares Russell 2500 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 8,370 8.90 253 16.06
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 2,184 63
2025-07-11 13F/A Umb Bank N A/mo 213 69.05 6 100.00
2025-08-28 NP IWR - iShares Russell Mid-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 122,076 4.93 3,694 11.57
2025-08-14 13F Citadel Advisors Llc 32,485 1,512.96 983 1,622.81
2025-08-19 13F State of Wyoming 3,976 120
2025-08-28 NP ONEO - SPDR Russell 1000 Momentum Focus 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 779 93.30 24 109.09
2025-08-29 NP STXK - Strive Small-Cap ETF 1,080 3.35 33 10.34
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 69,618 2.61 1,904 14.42
2025-08-14 13F Raymond James Financial Inc 35,769 16.20 1,082 23.52
2025-08-14 13F Citadel Advisors Llc Call 21,500 3.37 651 9.98
2025-06-30 NP NSFFX - Natixis Sustainable Future 2030 Fund Class N 216 13.09 6 25.00
2025-09-02 NP EIPIX - EIP Growth and Income Fund Class I 3 -99.88
2025-08-08 13F Hartland & Co., LLC 613 0.33 19 5.88
2025-06-26 NP ISCV - iShares Morningstar Small-Cap 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 4,409 7.93 121 20.00
2025-08-04 13F Assetmark, Inc 105 200.00 3
2025-08-12 13F Prudential Financial Inc 56,088 12.00 1,697 19.09
2025-08-15 13F State of Tennessee, Treasury Department 35,771 7.71 1,082 14.50
2025-07-07 13F Versant Capital Management, Inc 2,731 4.40 83 10.81
2025-07-28 NP AVMC - Avantis U.S. Mid Cap Equity ETF 692 54.81 20 72.73
2025-08-04 13F Strs Ohio 65,975 9.10 1,996 15.98
2025-08-12 13F Deutsche Bank Ag\ 41,951 7.40 1,269 14.22
2025-08-13 13F EverSource Wealth Advisors, LLC 952 17.97 29 27.27
2025-08-15 13F Morgan Stanley 590,951 7.31 17,882 14.10
2025-08-14 13F Point72 Asia (Singapore) Pte. Ltd. 5,049 153
2025-07-22 NP GUSA - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1,135 0.18 33 10.34
2025-08-22 NP FMDE - Fidelity Enhanced Mid Cap ETF 52,719 21.97 1,595 29.67
2025-08-12 13F Waterloo Capital, L.P. 136,378 2.63 4,127 9.12
2025-07-28 13F New York State Teachers Retirement System 12,679 56.94 0
2025-08-18 13F Wolverine Trading, Llc 8,002 244
2025-08-13 13F Northern Trust Corp 239,201 0.98 7,238 7.37
2025-08-14 13F Aqr Capital Management Llc 23,008 44.96 696 54.32
2025-08-13 13F Arrowstreet Capital, Limited Partnership 119,535 96.20 3,617 108.71
2025-06-26 NP FSMDX - Fidelity Mid 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 118,893 7.62 3,252 19.96
2025-07-14 13F AdvisorNet Financial, Inc 36 24.14 1
2025-07-16 13F State of Alaska, Department of Revenue 20,616 7.49 1
2025-08-08 13F SG Americas Securities, LLC 18,893 429.66 1
2025-06-30 NP VT - Vanguard Total World Stock Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 29,849 21.49 816 35.55
2025-06-30 NP NSFLX - Natixis Sustainable Future 2055 Fund Class N 429 15.63 12 22.22
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