FULT / Fulton Financial Corporation - Pemilikan Institusi - Penjual

Fulton Financial Corporation
US ˙ NasdaqGS ˙ US3602711000

Pemilikan Institusi dan Dana - Penjual

Halaman ini menunjukkan institusi, dana dan pemegang saham utama yang telah mengurangkan pegangan atau menutup kedudukan mereka dalam tempoh pelaporan terakhir mereka. Baris merah menunjukkan kedudukan tertutup. Klik ikon pautan untuk melihat sejarah transaksi penuh.

Naik taraf untuk membuka data premium.

Tarikh Fail Sumber Pelabur Jenis Purata Harga
(Ang)		 Saham ΔSaham
(%)		 Nilai
Dilaporkan
($1000)		 Δ Nilai
(%)		 Peruntukan Port
(%)
2025-08-14 13F Ameriprise Financial Inc 1,195,181 -2.68 21,561 -2.94
2025-07-22 13F DT Investment Partners, LLC 0 -100.00 0
2025-06-25 NP FAB - First Trust Multi Cap Value AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,274 -36.60 55 -48.57
2025-08-12 13F Swiss National Bank 348,200 -1.28 6,282 -1.55
2025-08-08 13F Fortis Group Advisors, LLC 0 -100.00 0
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 120,957 -4.54 2,087 -16.93
2025-08-04 13F Emerald Mutual Fund Advisers Trust 29,189 -90.01 527 -90.05
2025-08-21 NP MXISX - Great-West S&P Small Cap 600 Index Fund Investor Class 132,072 -5.84 2,383 -6.11
2025-08-26 NP IJS - iShares S&P Small-Cap 600 Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 921,525 -6.39 16,624 -6.65
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 6,462 -7.58 117 -7.94
2025-08-27 NP JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I) 33,900 -9.53 612 -9.75
2025-07-08 13F Parallel Advisors, LLC 1,126 -8.83 20 -9.09
2025-08-28 NP New Age Alpha Variable Funds Trust - NAA SMID-CAP VALUE SERIES 58,309 -4.26 1,052 -4.54
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 33,494 -2.89 604 -3.05
2025-08-15 13F United Services Automobile Association 0 -100.00 0
2025-07-10 13F Stewardship Advisors, LLC 87,560 -2.94 1,580 -3.25
2025-08-11 13F Lsv Asset Management 887,375 -2.07 16 0.00
2025-08-04 13F Amalgamated Bank 51,700 -0.14 1
2025-08-06 13F Vestmark Advisory Solutions, Inc. 0 -100.00 0
2025-08-13 13F Northern Trust Corp 1,990,278 -0.67 35,905 -0.94
2025-08-05 13F Simplex Trading, Llc 0 -100.00 0
2025-07-10 13F Tompkins Financial Corp 208 -95.43 4 -96.34
2025-08-07 13F Readystate Asset Management Lp 0 -100.00 0
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 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 43,358 -37.69 723 -48.90
2025-08-08 13F Gts Securities Llc 0 -100.00 0
2025-08-14 13F Engineers Gate Manager LP 10,550 -73.06 190 -73.16
2025-08-26 NP IVCSX - Voya Small Company Portfolio Class I 91,710 -7.99 1,654 -8.26
2025-08-14 13F Mariner, LLC 0 -100.00 0
2025-08-12 13F Trexquant Investment LP 0 -100.00 0
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 17,968 -3.49 324 -3.57
2025-07-29 13F Mutual Of America Capital Management Llc 23,353 -11.93 421 -12.11
2025-06-25 NP HSPGX - Emerald Growth Fund Class A 58,675 -64.39 979 -70.81
2025-08-28 NP TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 3,938 -6.53 71 -6.58
2025-08-11 13F Private Advisor Group, LLC 35,234 -0.89 636 -1.24
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 195,811 -1.81 3,378 -14.55
2025-07-16 13F Signaturefd, Llc 2,118 -0.66 38 0.00
2025-06-30 NP NSFEX - Natixis Sustainable Future 2025 Fund Class N 290 -7.35 5 -33.33
2025-08-14 13F Qube Research & Technologies Ltd 599,538 -9.46 10,816 -9.71
2025-07-11 13F Farther Finance Advisors, LLC 173 -4.42 3 0.00
2025-07-31 13F Nisa Investment Advisors, Llc 19,291 -0.07 348 -0.29
2025-05-15 13F Canada Pension Plan Investment Board 0 -100.00 0
2025-08-14 13F Voya Investment Management Llc 318,715 -1.96 5,750 -2.23
2025-07-25 NP NMSAX - Columbia Small Cap Index Fund Class A 347,038 -5.50 5,986 -17.75
2025-06-25 NP FYX - First Trust Small Cap Core AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 85,073 -9.47 1,419 -25.75
2025-06-24 NP SFSNX - Schwab Fundamental US Small Company Index Fund Institutional Shares 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 111,159 -3.75 1,854 -21.07
2025-05-09 13F R Squared Ltd 0 -100.00 0
2025-08-07 13F Los Angeles Capital Management Llc 25,663 -47.12 463 -47.32
2025-07-28 NP AVUV - Avantis U.S. Small Cap Value 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 2,298,121 -2.89 39,643 -15.48
2025-08-04 13F Strs Ohio 7,700 -8.33 139 -8.61
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 2,873 -1.10 52 -1.92
2025-07-29 13F Nordea Investment Management Ab 557,158 -0.21 10,104 0.66
2025-08-14 13F Palisade Capital Management Llc/nj 1,448,427 -3.77 26,130 -4.04
2025-08-25 NP MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 23,541 -11.22 425 -11.48
2025-08-14 13F Janus Henderson Group Plc 2,486,746 -0.33 44,861 0.06
2025-08-14 13F State Of Wisconsin Investment Board 16,877 -9.19 304 -9.52
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 397 -44.55 7 -41.67
2025-08-12 13F Deutsche Bank Ag\ 123,841 -12.17 2,234 -12.39
2025-07-29 NP VFMFX - Vanguard U.S. Multifactor 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 13,970 -38.15 241 -30.84
2025-08-14 13F Hirtle Callaghan & Co LLC 0 -100.00 0
2025-08-26 NP Profunds - Profund Vp Banks 2,500 -4.83 45 -4.26
2025-07-30 NP RFDA - RiverFront Dynamic US Dividend Advantage ETF 27,698 -6.90 478 -19.02
2025-05-15 13F Weiss Asset Management LP 0 -100.00 0 -100.00
2025-08-14 13F State Street Corp 9,262,521 -5.58 167,096 -5.84
2025-06-30 NP NSFBX - Natixis Sustainable Future 2015 Fund Class N 88 -12.87 1 -50.00
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 29,471 -77.54 532 -77.62
2025-08-27 NP NAESX - Vanguard Small-Cap Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,452,763 -2.03 80,328 -2.30
2025-08-13 13F Russell Investments Group, Ltd. 66,336 -2.36 1,197 -2.69
2025-06-27 NP XSVM - Invesco S&P SmallCap Value with Momentum 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 228,295 -12.58 3,808 -28.32
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 14,265 -13.62 257 -13.76
2025-08-12 13F Global Retirement Partners, LLC 6,030 -0.17 109 -6.90
2025-06-23 NP PSSMX - SmallCap S&P 600 Index Fund R-3 176,857 -5.19 2,950 -22.27
2025-08-04 13F Emerald Advisers, Llc 4,182 -99.03 75 -99.04
2025-07-15 13F Fifth Third Bancorp 1,366 -27.26 25 -27.27
2025-08-13 13F Measured Wealth Private Client Group, LLC 0 -100.00 0
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 3,078 -3.12 53 -14.52
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 547,165 -15.25 9,127 -30.51
2025-08-28 NP New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class 130,118 -6.77 2,347 -7.01
2025-07-29 NP VFAIX - Vanguard Financials 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 290,199 -2.71 5,006 -15.33
2025-06-25 NP GSATX - Goldman Sachs Small Cap Value Insights Fund Class A 153,671 -6.95 2,563 -23.70
2025-08-26 NP NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 23,982 -5.55 433 -5.88
2025-08-28 NP SPSM - SPDR(R) Portfolio Small Cap ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,550,676 -1.41 27,974 -1.68
2025-08-13 13F Gardner Russo & Quinn Llc 68,200 -2.15 1,230 -2.38
2025-08-14 13F Manufacturers Life Insurance Company, The 93,174 -82.54 1,681 -82.59
2025-05-09 13F McClarren Financial Advisors, Inc. 0 -100.00 0
2025-08-05 13F Versor Investments LP 32,665 -46.36 589 -46.50
2025-08-14 13F/A Skopos Labs, Inc. 202 -71.06 4 -75.00
2025-06-27 NP PRF - Invesco FTSE RAFI US 1000 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 50,685 -13.82 845 -29.35
2025-08-13 13F Fisher Asset Management, LLC 3,159,801 -4.18 57,003 -4.45
2025-08-13 13F Bare Financial Services, Inc 8,188 -14.66 148 -15.03
2025-08-28 NP DTSVX - Small Company Value Portfolio Investment Class 3,750 -12.18 68 -12.99
2025-06-26 NP USMIX - Extended Market Index Fund 21,685 -2.25 362 -19.96
2025-07-29 NP ESGV - Vanguard ESG U.S. Stock 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 38,969 -3.81 672 -16.21
2025-08-14 13F Stifel Financial Corp 18,421 -1.07 332 -1.19
2025-08-13 13F Natixis Advisors, L.p. 25,155 -36.60 0
2025-05-15 13F Bayesian Capital Management, LP 0 -100.00 0
2025-08-07 13F Illinois Municipal Retirement Fund 96,430 -6.10 1,740 -6.35
2025-08-11 13F Citigroup Inc 299,996 -19.02 5,412 -19.25
2025-08-14 13F Citadel Advisors Llc Put 0 -100.00 0
2025-08-12 13F Dimensional Fund Advisors Lp 11,240,495 -2.78 202,780 -3.04
2025-08-29 NP DASCX - Dean Small Cap Value Fund 45,396 -54.36 819 -54.53
2025-08-15 13F State of Tennessee, Treasury Department 63,632 -17.65 1,148 -17.90
2025-08-07 13F Legacy Advisors, LLC 5,071 -98.20 281 -94.47
2025-07-28 NP URTY - ProShares UltraPro Russell2000 13,274 -28.48 229 -37.87
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 60,695 -1.15 1,095 -1.44
2025-08-12 13F Charles Schwab Investment Management Inc 2,314,282 -0.52 41,750 -0.79
2025-07-22 13F Valley National Advisers Inc 29,321 -4.27 1
2025-07-11 13F Orrstown Financial Services Inc 21,229 -7.48 383 -7.95
2025-07-29 NP VFVA - Vanguard U.S. Value 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 40,959 -4.20 707 -16.65
2025-08-14 13F Millennium Management Llc 34,935 -75.34 630 -75.41
2025-03-24 13F/A Wellington Management Group Llp 0 -100.00 0
2025-08-12 13F Coldstream Capital Management Inc 0 -100.00 0
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 864,774 -1.12 14,917 -13.94
2025-08-14 13F Headlands Technologies LLC 9,405 -49.34 170 -49.55
2025-08-26 NP BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 70,507 -4.47 1,272 -4.79
2025-05-28 NP TLEQX - Small-Cap Equity Fund 8,062 -41.11 146 -44.87
2025-08-08 13F Principal Financial Group Inc 901,465 -16.73 16,262 -16.96
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 1,301,618 -1.53 21,711 -19.25
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 637 -2.90 11 0.00
2025-08-14 13F Bank Of America Corp /de/ 672,466 -13.65 12,131 -13.89
2025-06-23 NP SGPIX - Small-cap Growth Profund Investor Class 521 -1.14 9 -20.00
2025-08-13 13F Quadrant Capital Group Llc 0 -100.00 0
2025-08-26 NP POMIX - T. Rowe Price Total Equity Market 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 19,460 -1.59 351 -1.68
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 12,282 -5.97 205 -23.02
2025-08-27 NP JNL SERIES TRUST - JNL Small Cap Index Fund (I) 309,767 -2.51 5,588 -2.77
2025-08-13 13F Jackson Creek Investment Advisors LLC 0 -100.00 0
2025-06-24 NP JPSE - JPMorgan Diversified Return U.S. Small Cap Equity ETF 43,168 -3.00 720 -20.44
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 4,737 -2.11 82 -14.74
2025-08-26 NP IJR - iShares Core S&P Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10,824,812 -3.95 195,280 -4.21
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 100,111 -7.39 1,806 -7.62
2025-06-25 NP BKSE - BNY Mellon US Small Cap Core Equity ETF 8,792 -21.56 147 -35.68
2025-05-15 13F Mangrove Partners 0 -100.00 0
2025-08-14 13F Susquehanna International Group, Llp 327,978 -0.93 5,917 -1.20
2025-07-29 13F Virginia Retirement Systems Et Al 0 -100.00 0
2025-08-14 13F Aster Capital Management (DIFC) Ltd 0 -100.00 0
2025-05-15 13F Bridgefront Capital, LLC 0 -100.00 0
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 230,097 -3.77 3,838 -21.08
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 1,857 -29.85 31 -43.40
2025-08-07 13F Profund Advisors Llc 14,828 -1.35 267 -1.48
2025-08-14 13F Legato Capital Management LLC 23,011 -48.24 415 -48.38
2025-08-26 NP IPSIX - Voya Index Plus SmallCap Portfolio Class I 11,698 -1.85 211 -1.86
2025-06-26 NP JHSC - John Hancock Multifactor Small Cap ETF 37,435 -57.43 624 -56.91
2025-06-30 NP VYM - Vanguard High Dividend Yield Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 681,797 -9.21 11,372 -25.55
2025-08-14 13F Comerica Bank 64,590 -0.18 1,165 -0.43
2025-08-12 13F Brandywine Global Investment Management, LLC 353,920 -3.83 6,385 -4.10
2025-06-26 NP FRBAX - Regional Bank Fund Class A 202,681 -0.78 3,381 -18.65
2025-06-27 NP AVFIX - American Beacon Small Cap Value Fund Institutional Class 237,610 -6.82 3,963 -23.58
2025-08-13 13F Dana Investment Advisors, Inc. 155,918 -0.88 2,813 -1.16
2025-08-05 13F Simplex Trading, Llc Put 1,000 -80.39 0
2025-08-05 13F Simplex Trading, Llc Call 2,400 -38.46 0
2025-06-23 NP SVPIX - Small-cap Value Profund Investor Class 362 -10.84 6 -25.00
2025-05-29 NP CSF - VictoryShares US Discovery Enhanced Volatility Wtd ETF 3,260 -27.65 59 -32.56
2025-07-28 NP SAA - ProShares Ultra SmallCap600 3,162 -15.68 55 -27.03
2025-08-28 NP New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES 9,298 -2.05 168 -2.34
2025-08-11 13F Cramer Rosenthal Mcglynn Llc 390,957 -70.42 7,053 -70.51
2025-05-30 NP SPWIX - Simt Small Cap Growth Fund Class I 26,493 -1.85 479 -7.88
2025-07-15 13F Public Employees Retirement System Of Ohio 2,440 -2.20 44 -2.22
2025-07-28 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 63,892 -6.51 1,102 -18.61
2025-07-23 13F Louisiana State Employees Retirement System 84,900 -1.05 1,532 -1.35
2025-07-30 NP SMCIX - S&P SmallCap Index Fund Direct Shares 6,729 -5.28 116 -17.14
2025-07-28 NP PSCF - Invesco S&P SmallCap Financials 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 10,244 -4.86 177 -17.37
2025-05-14 13F Jump Financial, LLC 0 -100.00 0
2025-07-11 13F/A Umb Bank N A/mo 608 -8.57 11 -16.67
2025-03-31 NP BIVIX - Invenomic Fund Institutional Class shares 0 -100.00 0 -100.00
2025-05-15 13F Dark Forest Capital Management Lp 0 -100.00 0
2025-08-14 13F Occudo Quantitative Strategies Lp 0 -100.00 0
2025-04-25 NP VCSLX - Small Cap Index Fund 69,360 -5.17 1,375 -12.93
2025-08-12 13F Nuveen, LLC 454,216 -52.40 8,194 -52.53
2025-05-15 13F Farringdon Capital, Ltd. 0 -100.00 0
2025-08-14 13F Quarry LP 0 -100.00 0
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 5,878 -8.40 106 -13.82
2025-05-02 13F Capital A Wealth Management, LLC 0 -100.00 0
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 117,714 -12.93 1,963 -28.59
2025-08-14 13F Evergreen Capital Management Llc 15,955 -0.75 288 -1.03
2025-07-25 13F Cwm, Llc 23,662 -4.35 0
2025-08-26 NP SVAL - iShares US Small Cap 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 40,740 -0.70 735 -1.08
2025-08-27 NP VISVX - Vanguard Small-Cap Value Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,841,937 -3.45 51,269 -3.72
2025-07-25 13F Oregon Public Employees Retirement Fund 41,406 -0.72 747 -1.06
2025-05-15 13F Pathstone Holdings, LLC 0 -100.00 0
2025-08-12 13F BlackRock, Inc. 26,423,249 -0.52 476,675 -0.80
2025-06-25 NP FYT - First Trust Small Cap Value AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 17,774 -46.70 296 -56.34
2025-07-22 13F Gsa Capital Partners Llp 0 -100.00 0
2025-08-12 13F Dean Investment Associates, Llc 45,643 -54.33 823 -54.45
2025-08-12 13F Ensign Peak Advisors, Inc 45,751 -22.78 825 -22.97
2025-08-15 13F Great West Life Assurance Co /can/ 180,644 -3.23 3 0.00
2025-08-14 13F Citadel Advisors Llc Call 0 -100.00 0
2025-06-26 NP CRSSX - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 73,075 -2.58 1,219 -20.13
2025-07-18 13F RKL Wealth Management LLC 49,193 -13.10 887 -13.38
2025-07-25 13F Stephens Consulting, LLC 0 -100.00 0
2025-07-29 NP VIOG - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 103,134 -7.08 1,779 -19.10
2025-05-06 13F Proficio Capital Partners LLC 0 -100.00 0 -100.00
2025-08-20 NP ASMOX - AQR Small Cap Momentum Style Fund Class I 9,368 -33.91 169 -34.37
2025-06-30 NP XSMO - Invesco S&P SmallCap Momentum 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 446,498 -26.52 7,448 -39.74
2025-08-11 13F New Age Alpha Advisors, LLC 211,421 -5.58 3,814 -5.83
2025-08-01 13F Envestnet Asset Management Inc 27,402 -9.17 494 -9.36
2025-08-13 13F Cerity Partners LLC 40,755 -15.06 735 -15.22
2025-08-08 13F Hartland & Co., LLC 41,313 -0.07 745 -0.27
2025-05-05 13F Eagle Bay Advisors LLC 0 -100.00 0
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 109,353 -4.55 1,973 -4.83
2025-04-17 13F Janney Montgomery Scott LLC 0 -100.00 0
2025-08-11 13F Alps Advisors Inc 27,185 -3.64 490 -3.92
2025-07-28 NP OMFS - Invesco Russell 2000(R) Dynamic Multifactor ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 28,461 -2.26 491 -15.08
2025-08-14 13F Dean Capital Management 36,751 -47.92 663 -48.12
2025-08-28 NP KBE - SPDR(R) S&P Bank 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 869,883 -24.81 15,693 -25.02
2025-08-28 NP SIVIX - State Street Institutional Small-Cap Equity Fund Investment Class This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 112,111 -29.22 2,022 -29.42
2025-08-12 13F CIBC Private Wealth Group, LLC 4,728 -27.01 85 -13.27
2025-08-13 13F ExodusPoint Capital Management, LP 10,786 -93.49 0 -100.00
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 21,837 -24.18 364 -37.78
2025-07-22 NP FSTBX - FEDERATED GLOBAL ALLOCATION FUND Class A Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,115 -27.97 19 -36.67
2025-07-22 13F Cullinan Associates Inc 14,000 -12.50 253 -12.80
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 2,669,594 -3.93 44,529 -21.22
2025-06-26 NP TISEX - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 359,755 -38.58 6,001 -49.64
2025-05-28 NP QCSTRX - Stock Account Class R1 0 -100.00 0 -100.00
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 234,874 -3.63 4,237 -3.88
2025-08-08 13F KBC Group NV 5,061 -40.58 0
2025-05-06 13F Royce & Associates Lp 0 -100.00 0 -100.00
2025-05-27 NP Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 13,200 -77.24 239 -78.71
2025-08-27 NP VSTCX - Vanguard Strategic Small-Cap Equity Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 485,573 -8.58 8,760 -8.83
2025-08-08 13F SG Americas Securities, LLC 38,229 -67.20 1 -100.00
2025-07-28 NP UWM - ProShares Ultra Russell2000 18,112 -18.72 312 -29.25
2025-07-18 13F Old Point Trust & Financial Services N A 0 -100.00 0
2025-08-08 13F Creative Planning 53,485 -0.88 965 -1.23
2025-07-25 NP FNDA - Schwab Fundamental U.S. Small Company Index ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 535,368 -13.18 9,235 -24.43
2025-08-13 13F Hsbc Holdings Plc 75,321 -8.86 1,365 -8.39
2025-07-25 13F Atria Wealth Solutions, Inc. 31,928 -0.26 576 -0.69
2025-08-12 13F Jpmorgan Chase & Co 411,789 -21.95 7,429 -22.16
2025-08-14 13F Jane Street Group, Llc 118,420 -61.58 2,136 -61.69
2025-05-15 13F Oxford Asset Management Llp 0 -100.00 0 -100.00
2025-08-28 NP SMVIX - Simt Small Cap Value Fund Class I 8,504 -69.72 153 -69.88
2025-08-13 13F Advantage Alpha Capital Partners LP 0 -100.00 0
2025-07-10 13F Fulton Bank, N.a. 1,705,334 -16.38 30,764 -16.61
2025-07-24 13F Jfs Wealth Advisors, Llc 1,671 -2.28 30 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 2,799,159 -0.52 50,497 -0.80
2025-08-28 NP New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES 13,696 -1.76 247 -1.98
2025-08-14 13F Lazard Asset Management Llc 17,787 -61.67 0
2025-05-15 13F Kodai Capital Management LP 0 -100.00 0 -100.00
2025-07-25 13F Apollon Wealth Management, LLC 0 -100.00 0
2025-05-29 NP CSA - VictoryShares US Small Cap Volatility Wtd ETF 2,561 -36.62 46 -40.26
2025-08-13 13F Walleye Trading LLC Call 0 -100.00 0
2025-05-08 13F LGT Financial Advisors LLC 0 -100.00 0
2025-08-08 13F Intech Investment Management Llc 79,581 -22.80 1,436 -23.02
2025-08-29 NP DTD - WisdomTree U.S. Total Dividend Fund N/A 13,797 -0.86 249 -1.20
2025-08-11 13F Vanguard Group Inc 21,980,809 -0.56 396,534 -0.83
2025-08-26 NP CRISX - CRM SMALL CAP VALUE FUND INSTITUTIONAL 102,511 -13.12 1,849 -13.36
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 133,677 -0.05 2,412 -0.33
2025-08-12 13F Dynamic Technology Lab Private Ltd 0 -100.00 0
2025-04-02 13F/A Picton Mahoney Asset Management 0 -100.00 0
2025-08-13 13F Walleye Trading LLC Put 0 -100.00 0
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 8,571 -93.06 155 -93.11
2025-08-06 13F Moors & Cabot, Inc. 11,096 -2.55 200 -2.44
2025-08-28 NP KRE - SPDR(R) S&P Regional Banking(SM) 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 1,402,490 -5.12 25,301 -5.38
2025-07-31 13F Buckingham Strategic Partners 13,909 -10.81 251 -11.35
2025-08-22 NP FESM - Fidelity Enhanced Small Cap ETF 189,456 -67.83 3,418 -67.93
2025-08-11 13F EMC Capital Management 9,506 -57.95 0
2025-08-28 NP Humankind Benefit Corp - Humankind US Stock ETF 351 -6.90 6 0.00
2025-08-12 13F J.w. Cole Advisors, Inc. 0 -100.00 0
2025-07-24 13F Stonebridge Financial Group, LLC 0 -100.00 0
2025-08-28 NP ESIX - SPDR S&P SmallCap 600 ESG ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,406 -10.45 25 -10.71
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 14,408 -1.99 249 -14.78
2025-08-13 13F Meridian Wealth Partners, LLC 27,520 -0.22 496 -0.40
2025-08-26 NP ICSAX - VY(R) Columbia Small Cap Value II Portfolio Class ADV 72,480 -3.08 1,308 -3.33
2025-08-13 13F Amundi 30,176 -58.76 570 -52.10
2025-08-18 13F/A Kestra Investment Management, LLC 358 -42.35 6 -45.45
2025-08-14 13F Group One Trading, L.p. Call 2,000 -28.57 36 -28.00
2025-08-06 13F Rialto Wealth Management, LLC 12 -78.95 0 -100.00
2025-07-29 NP SSMAX - Siit Small Mid Cap Equity Fund - Class A 56,300 -51.06 971 -57.41
2025-05-27 NP CRIHX - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES 183,690 -50.26 3,323 -53.34
2025-08-06 13F AE Wealth Management LLC 14,460 -17.03 261 -17.46
2025-07-14 13F Abound Wealth Management 11 -8.33 0
2025-07-10 13F Global Financial Private Client, LLC 0 -100.00 0
2025-08-07 13F ProShare Advisors LLC 386,929 -9.50 6,980 -9.74
2025-08-28 NP SLYV - SPDR(R) S & P 600 Small Cap Value ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 542,508 -4.57 9,787 -4.84
2025-07-31 13F Oppenheimer Asset Management Inc. 0 -100.00 0
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 405,240 -5.02 6,759 -22.11
2025-05-14 13F Zacks Investment Management 0 -100.00 0 -100.00
2025-06-23 NP PPNMX - SmallCap Growth Fund I R-3 35,758 -63.58 596 -70.14
2025-08-14 13F Fmr Llc 219,236 -70.29 3,955 -70.37
2025-08-14 13F Sei Investments Co 18,673 -18.38 337 -18.64
2025-06-27 NP DPST - Direxion Daily Regional Banks Bull 3X Shares 166,208 -31.06 2,772 -43.47
2025-08-29 NP EZM - WisdomTree U.S. MidCap Fund N/A 47,757 -1.20 862 -1.49
2025-07-28 NP KBWR - Invesco KBW Regional Banking 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 51,710 -6.98 892 -19.07
2025-07-09 13F Harbor Capital Advisors, Inc. 820 -8.69 0
2025-08-14 13F Cibc World Markets Corp 22,505 -44.15 406 -44.37
2025-08-14 13F Jain Global LLC 0 -100.00 0
2025-07-28 NP RWJ - Invesco S&P SmallCap 600 Revenue ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 110,956 -6.35 1,914 -18.53
2025-07-25 NP FNDB - Schwab Fundamental U.S. Broad Market Index ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,926 -2.44 68 -15.19
2025-06-24 NP TILT - FlexShares Morningstar US Market Factor Tilt Index Fund This fund is a listed as child fund of Northern Trust 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 32,499 -1.26 542 -18.98
2025-05-22 13F Wbi Investments, Inc. 0 -100.00 0
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 0 -100.00 0
2025-05-13 13F Caitong International Asset Management Co., Ltd 0 -100.00 0
2025-07-15 13F SJS Investment Consulting Inc. 25 -40.48 0
2025-07-25 13F Hemington Wealth Management 330 -8.08 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 56,292 -14.83 1,016 -15.06
2025-07-29 NP VIOO - Vanguard S&P Small-Cap 600 Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 615,947 -1.47 10,625 -14.24
2025-08-12 13F Corebridge Financial, Inc. 0 -100.00 0
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 50,687 -6.89 914 -7.11
2025-08-07 13F Teachers Retirement System Of The State Of Kentucky 49,850 -5.98 1
2025-08-14 13F Fuller & Thaler Asset Management, Inc. 4,313,138 -0.10 77,809 -0.38
2025-08-28 NP SLYG - SPDR(R) S & P 600 Small Cap Growth ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 422,328 -5.39 7,619 -5.66
2025-08-29 NP DEW - WisdomTree Global High Dividend Fund N/A 4,064 -2.40 73 -2.67
2025-08-13 13F Pictet Asset Management Holding SA 22,885 -23.84 413 -24.13
2025-08-05 13F Bank of New York Mellon Corp 1,827,035 -0.29 32,960 -0.57
2025-08-14 13F Azora Capital LP 0 -100.00 0
2025-06-25 NP DISSX - BNY Mellon Smallcap Stock Index Fund Investor Shares 120,790 -14.87 2,015 -30.21
2025-06-23 NP BKPIX - Banks Ultrasector Profund Investor Class 4,129 -62.83 69 -69.78
2025-08-01 13F Bessemer Group Inc 971 -26.77 0
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 177 -11.06 3 -50.00
Other Listings
DE:FU5 €16.00
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