FUNC - First United Corporation Aksjer - aksjekurs, institusjonelt eierskap, aksjonærer (NasdaqGS).

First United Corporation
US ˙ NasdaqGS ˙ US33741H1077

Grunnleggende statistikk
Institusjonelle eiere 150 total, 150 long only, 0 short only, 0 long/short - change of 35,14% MRQ
Gjennomsnittlig porteføljeallokering 0.0617 % - change of −13,86% MRQ
Utestående aksjer shares (source: Capital IQ)
Institusjonelle aksjer (Long) 3 496 450 (ex 13D/G) - change of 0,38MM shares 12,13% MRQ
Institusjonell verdi (Long) $ 103 742 USD ($1000)
Institusjonelt eierskap og aksjonærer

First United Corporation (US:FUNC) har 150 institusjonelle eiere og aksjonærer som har sendt inn 13D/G- eller 13F-skjemaer til Securities Exchange Commission (SEC). Disse institusjonene eier til sammen 3,496,450 aksjer. De største aksjonærene inkluderer Dimensional Fund Advisors Lp, Vanguard Group Inc, BlackRock, Inc., VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Gendell Jeffrey L, De Lisle Partners LLP, Geode Capital Management, Llc, Renaissance Technologies Llc, Huber Capital Management LLC, and Arrowstreet Capital, Limited Partnership .

First United Corporation (NasdaqGS:FUNC) institusjonell eierstruktur viser nåværende posisjoner i selskapet fordelt på institusjoner og fond, samt de siste endringene i posisjonsstørrelse. De største aksjonærene kan være individuelle investorer, verdipapirfond, hedgefond eller institusjoner. Schedule 13D indikerer at investoren eier (eller har eid) mer enn 5 % av selskapet og har til hensikt (eller hadde til hensikt) å aktivt forfølge en endring i forretningsstrategien. Schedule 13G indikerer en passiv investering på over 5 %.

The share price as of September 9, 2025 is 36,50 / share. Previously, on September 10, 2024, the share price was 28,70 / share. This represents an increase of 27,18% over that period.

FUNC / First United Corporation Institutional Ownership
Fondssentiment-score

Fondssentiment Score (også kjent som akkumulering av eierskap poengsum) viser hvilke aksjer som er mest kjøpt av fond. Den er resultatet av en sofistikert, kvantitativ flerfaktormodell som identifiserer selskaper med de høyeste nivåene av institusjonell akkumulering. Beregningsmodellen for poeng bruker en kombinasjon av den totale økningen i antall offentliggjorte eiere, endringer i porteføljeallokeringen til disse eierne og andre beregninger. Tallet går fra 0 til 100, der høyere tall indikerer en høyere grad av akkumulering i forhold til sammenlignbare selskaper, der 50 er gjennomsnittet.

Oppdateringsfrekvens: Daglig

Sjekk ut Ownership Explorer, som inneholder en liste over de høyest rangerte selskapene.

Institusjonell Put/Call-forhold

I tillegg til å rapportere standard aksje- og gjeldsemisjoner må institusjoner med mer enn 100 millioner kroner i forvaltningskapital også oppgi beholdningen av put- og callopsjoner. Siden put-opsjoner generelt indikerer et negativt sentiment, og call-opsjoner indikerer et positivt sentiment, kan vi få et inntrykk av det generelle institusjonelle sentimentet ved å plotte forholdet mellom put- og call-opsjoner. Diagrammet til høyre viser det historiske forholdet mellom put- og call-opsjoner for dette instrumentet.

Ved å bruke Put/Call-forholdet som en indikator på investorsentimentet kan man overvinne en av de viktigste svakhetene ved å bruke totalt institusjonelt eierskap, nemlig at en betydelig andel av forvaltningskapitalen investeres passivt for å følge indekser. Passivt forvaltede fond kjøper vanligvis ikke opsjoner, slik at indikatoren for put/call-forhold i større grad gjenspeiler stemningen i aktivt forvaltede fond.

FUNC / First United Corporation Historical Put/Call Ratio
13D/G-arkiveringer

Vi presenterer 13D/G-arkiveringene separat fra 13F-arkiveringene fordi de behandles forskjellig av SEC. 13D/G-arkiveringene kan sendes inn av grupper av investorer (med én leder), mens 13D/G-arkiveringene ikke kan sendes inn. Dette fører til situasjoner der en investor kan sende inn en 13D/G-rapport med én verdi for alle aksjene (som representerer alle aksjene som eies av investorgruppen), men deretter sende inn en 13F-melding med en annen verdi for alle aksjene (som kun representerer deres eget eierskap). Dette betyr at aksjeeierskap i 13D/G-arkiveringene og 13F-arkiveringene ofte ikke er direkte sammenlignbare, og vi presenterer dem derfor separat.

Merk: Fra og med 16. mai 2021 viser vi ikke lenger eiere som ikke har sendt inn en 13D/G i løpet av det siste året. Tidligere viste vi hele historikken for 13D/G-arkiveringer. Generelt må enheter som er pålagt å sende inn 13D/G-arkiveringer, sende inn minst én gang i året før de sender inn en avsluttende rapport. Det hender imidlertid at fond trekker seg ut av posisjoner uten å sende inn en avsluttende innlevering (dvs. at de avvikler), slik at visning av hele historikken av og til fører til forvirring om det nåværende eierskapet. For å unngå forvirring viser vi nå bare "nåværende" eiere, det vil si eiere som har sendt inn informasjon i løpet av det siste året.

Upgrade to unlock premium data.

Fildato Skjema Investor Tidligere
aksjer
Siste
aksjer
Δ Aksjer
(prosent)
Eierandel
(prosent)
Δ Eierandel
(prosent)
2025-07-29 13G VANGUARD GROUP INC 301,078 344,627 14.46 5.31 16.70
2025-02-14 13G/A Fourthstone LLC 441,143 278,788 -36.80 4.31 -36.80
13F- og NPORT-arkiveringer

Detaljer om 13F-arkiveringer er gratis. Detaljer om NP-arkiveringer krever et premium-medlemskap. Grønne rader indikerer nye posisjoner. Røde rader indikerer lukkede posisjoner. Klikk på lenke ikonet for å se hele transaksjonshistorikken.

Oppgrader for å låse opp premiedata og eksportere til Excel. .

Fildato Kilde Investor Type Gjennomsnittlig pris
(estimert)
Aksjer Δ Aksjer
(%)
Rapportert verdi ($1000) Verdi (%) Portallokering (%)
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 5 428 0,00 162 −8,52
2025-08-14 13F Fourthstone LLC 95 617 2 965
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 2 786 −27,37 86 28,36
2025-08-14 13F Millennium Management Llc 36 731 −73,87 1 139 −73,01
2025-08-12 13F Charles Schwab Investment Management Inc 17 974 557
2025-08-14 13F Qube Research & Technologies Ltd 0 −100,00 0
2025-08-11 13F Citigroup Inc 2 019 −65,37 63 −64,57
2025-08-14 13F Point72 (DIFC) Ltd 0 −100,00 0
2025-08-12 13F EAM Investors, LLC 0 −100,00 0
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 90 724 −3,49 2 701 −11,82
2025-08-15 13F Morgan Stanley 55 817 31,41 1 731 35,69
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 199 956 0,00 6 201 3,30
2025-08-12 13F Coldstream Capital Management Inc 0 −100,00 0
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 543 0,00 16 −5,88
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 3 120 0,00 94 −16,22
2025-08-12 13F Proequities, Inc. 0 0
2025-08-28 NP SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 186 6
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 4 700 −10,73 146 57,61
2025-08-14 13F Bridgeway Capital Management Inc 70 378 3,62 2 182 7,07
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 12 988 0,00 387 −8,75
2025-08-14 13F/A Barclays Plc 11 929 −8,05 0
2025-08-07 13F Acadian Asset Management Llc 91 972 3,49 3 0,00
2025-08-13 13F Marshall Wace, Llp 0 −100,00 0
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 848 3,29 26 85,71
2025-06-26 NP Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 632 0,00 78 −8,24
2025-08-14 13F California State Teachers Retirement System 376 12
2025-08-26 NP FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF 207 6
2025-08-12 13F Trexquant Investment LP 16 445 −25,97 510 −23,57
2025-08-04 13F Amalgamated Bank 206 0
2025-08-08 13F/A Sterling Capital Management LLC 163 5
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 3 293 102
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 2 599 0,00 81 2,56
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 10 430 6,97 323 88,89
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 11 395 7,89 342 −9,52
2025-08-12 13F Jpmorgan Chase & Co 4 777 7 137,88 148 14 700,00
2025-08-27 NP VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3 875 80,65 120 87,50
2025-08-26 NP PEXMX - T. Rowe Price Extended 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 7 901 0,00 245 3,38
2025-08-14 13F Jane Street Group, Llc 0 −100,00 0
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 615 3,71 19 90,00
2025-08-25 NP TMVAX - RBC Microcap Value Fund A Shares 3 800 0,00 118 2,63
2025-08-05 13F Corton Capital Inc. 8 547 265
2025-08-11 13F Vanguard Group Inc 344 627 13,09 10 687 16,81
2025-08-14 13F Goldman Sachs Group Inc 32 015 −45,48 993 −43,70
2025-08-29 NP BSVO - EA Bridgeway Omni Small-Cap Value ETF 28 970 9,12 898 12,67
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 585 0,00 47 −7,84
2025-08-28 NP IWN - iShares Russell 2000 Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 53 333 −40,65 1 654 4,42
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 13 542 −0,07 420 3,20
2025-06-26 NP DFSCX - U.s. Micro Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 25 468 −14,53 758 −21,86
2025-08-08 13F Geode Capital Management, Llc 139 939 112,33 4 340 119,30
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 670 0,00 20 −13,04
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 37 037 −11,56 1 103 −19,21
2025-08-14 13F Fmr Llc 6 479 616,70 201 640,74
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 2 254 70
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 31 938 0,20 960 −15,88
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 31 1
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 6 999 42,46 210 20,00
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 17 015 0,00 507 −8,66
2025-07-28 13F Ritholtz Wealth Management 10 011 −36,22 310 −34,18
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 78 139 11,26 2 348 −6,57
2025-07-28 NP AVUVX - Avantis U.S. Small Cap Value Fund Institutional Class 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 1 244 0,00 37 −15,91
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 6 163 −53,84 191 −18,72
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 97 556 0,00 3 025 3,31
2025-08-13 13F New York State Common Retirement Fund 3 400 0
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 200 −33,33 6 20,00
2025-08-13 13F Mackenzie Financial Corp 0 −100,00 0
2025-08-13 13F OMERS ADMINISTRATION Corp 0 −100,00 0
2025-05-16 13F Coppell Advisory Solutions LLC 0 −100,00 0
2025-05-02 13F SBI Securities Co., Ltd. 0 −100,00 0
2025-08-05 13F Bank of New York Mellon Corp 29 119 79,22 903 85,22
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 1 254 −50,77 39 −13,64
2025-05-27 NP QABA - First Trust NASDAQ ABA Community Bank Index 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 3 882 −0,72 117 −11,45
2025-09-04 13F/A Advisor Group Holdings, Inc. 6 921 215
2025-06-26 NP DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12 304 0,00 366 −8,50
2025-08-14 13F Hrt Financial Lp 0 −100,00 0
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 973 30
2025-08-12 13F American Century Companies Inc 91 454 1,61 2 836 4,92
2025-08-15 13F Tower Research Capital LLC (TRC) 73 2
2025-06-27 NP Angel Oak Financial Strategies Income Term Trust 16 700 351,35 497 314,17
2025-08-14 13F HoldCo Asset Management, L.P. 20 804 0,00 645 4,03
2025-08-21 NP LUSIX - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 503 −34,42 16 −34,78
2025-08-12 13F Dimensional Fund Advisors Lp 370 903 −0,89 11 501 2,37
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 2 828 0,00 88 3,57
2025-08-12 13F Legal & General Group Plc 544 17
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 1 507 −42,44 47 0,00
2025-08-14 13F Two Sigma Investments, Lp 35 280 1 094
2025-08-15 13F Kestra Advisory Services, LLC 0 −100,00 0
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 4 443 −2,59 138 0,74
2025-05-15 13F 683 Capital Management, LLC 0 −100,00 0
2025-08-14 13F Raymond James Financial Inc 643 20
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 1 139 −12,65 35 59,09
2025-08-13 13F EverSource Wealth Advisors, LLC 18 1
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 567 759,09 18 1 600,00
2025-08-13 13F Invesco Ltd. 11 105 3,39 344 6,83
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 8 0
2025-08-14 13F Royal Bank Of Canada 19 935 17,78 618 21,65
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 414 0,00 12 −7,69
2025-08-13 13F De Lisle Partners LLP 150 390 7,90 4 670 12,29
2025-08-14 13F State Street Corp 67 214 153,46 2 084 161,81
2025-08-13 13F Arrowstreet Capital, Limited Partnership 99 924 0,00 3 099 3,30
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 37 557 9,06 1 118 −0,27
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 8 273 7,27 249 −10,14
2025-08-14 13F Two Sigma Advisers, Lp 9 800 304
2025-08-13 13F Huber Capital Management LLC 119 937 −3,46 3 719 −0,27
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 1 167 36
2025-08-11 13F Empowered Funds, LLC 29 010 9,27 900 12,80
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 2 0
2025-06-18 NP HUSIX - Huber Capital Small Cap Value Fund Investor Class 78 008 0,00 2 322 −8,62
2025-08-14 13F Cubist Systematic Strategies, LLC 0 −100,00 0
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 23 161 −6,41 690 −14,52
2025-08-12 13F BlackRock, Inc. 330 574 281,73 10 251 294,42
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 14 0
2025-08-11 13F TD Waterhouse Canada Inc. 930 31
2025-08-12 13F Rhumbline Advisers 5 736 178
2025-08-13 13F Northern Trust Corp 64 672 108,32 2 005 115,36
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 753 −3,34 23 76,92
2025-08-14 13F Gendell Jeffrey L 178 352 0,00 5 531 3,29
2025-05-29 NP JAFEX - Total Stock Market Index Trust NAV 103 −86,90 3 −88,46
2025-05-15 13F EJF Capital LLC 0 −100,00 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 210 7
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 8 0,00 0
2025-08-07 13F Pinnacle Holdings, LLC 58 976 0,00 1 829 3,28
2025-06-26 NP USMIX - Extended Market Index Fund 653 −10,91 19 −17,39
2025-08-04 13F Strs Ohio 1 200 37
2025-08-27 NP JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 489 0,00 15 7,14
2025-08-14 13F Citadel Advisors Llc 36 467 12,43 1 131 16,14
2025-07-24 NP BDSIX - BlackRock Advantage Small Cap Core Fund Institutional Shares 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 26 985 −0,23 811 −16,32
2025-08-26 NP BRSIX - Ultra-Small Company Market Fund Class N 11 292 0,00 350 3,55
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 210 7
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 1 588 −31,40 49 22,50
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 461 0,00 14 7,69
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 402 0,00 12 −15,38
2025-08-19 13F State of Wyoming 446 −62,04 14 −62,86
2025-08-14 13F Wells Fargo & Company/mn 3 864 620,90 120 643,75
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 1 257 21,33 39 22,58
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 928 −14,71 29 47,37
2025-08-26 NP NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 5 521 −5,54 171 −2,29
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 1 840 0,00 57 3,64
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 1 505 0,00 45 −10,20
2025-08-14 13F Point72 Asia (Singapore) Pte. Ltd. 0 −100,00 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 204 6
2025-08-13 13F MetLife Investment Management, LLC 3 733 116
2025-08-14 13F Basswood Capital Management, L.l.c. 0 −100,00 0
2025-08-14 13F Schonfeld Strategic Advisors LLC 0 −100,00 0
2025-08-12 13F Hillsdale Investment Management Inc. 52 480 29 055,56 1 627 32 440,00
2025-08-01 13F Logan Capital Management Inc 4 951 0,00 154 3,38
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 555 0,00 17 −11,11
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 18 660 0,00 556 −8,57
2025-08-08 13F Angel Oak Capital Advisors, LLC 33 700 31,13 1 045 35,54
2025-08-22 NP FISVX - Fidelity Small Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6 531 166,90 203 369,77
2025-08-14 13F UBS Group AG 4 545 −44,97 141 −43,32
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 98 920 −36,09 3 068 12,47
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 2 849 0,00 85 −8,70
2025-08-14 13F Lazard Asset Management Llc 7 547 −24,12 0
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 2 869 7,53 89 87,23
2025-08-13 13F Renaissance Technologies Llc 122 095 8,15 3 786 11,71
2025-08-12 13F O'shaughnessy Asset Management, Llc 18 959 −37,46 588 −35,49
2025-08-26 NP Profunds - Profund Vp Small-cap 14 −46,15 0
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 21 −40,00 1
2025-08-12 13F Nuveen, LLC 7 837 243
2025-06-26 NP DFFVX - U.S. Targeted Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 44 311 0,00 1 319 −8,59
2025-08-11 13F Lsv Asset Management 15 900 0,00 0
2025-08-14 13F Price T Rowe Associates Inc /md/ 10 929 38,32 0
2025-06-30 NP PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10 113 −27,03 301 −33,26
2025-08-12 13F Ameritas Investment Partners, Inc. 615 19
2025-05-15 13F Aster Capital Management (DIFC) Ltd 0 −100,00 0
2025-08-14 13F Bank Of America Corp /de/ 5 217 154,49 162 163,93
2025-06-26 NP DFUV - Dimensional US Marketwide Value ETF 1 266 0,00 38 −9,76
2025-08-26 NP BOSVX - Omni Small-Cap Value Fund Class N 29 176 0,00 905 3,31
2025-08-14 13F Jain Global LLC 0 −100,00 0
2025-08-14 13F Bnp Paribas Arbitrage, Sa 754 23
2025-08-14 13F Susquehanna International Group, Llp 20 171 −83,18 626 −82,64
Other Listings
DE:FU3 € 30,40
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