PEBK - Peoples Bancorp of North Carolina, Inc. Aksjer - aksjekurs, institusjonelt eierskap, aksjonærer (NasdaqGM).

Peoples Bancorp of North Carolina, Inc.
US ˙ NasdaqGM ˙ US7105771072

Grunnleggende statistikk
Institusjonelle eiere 175 total, 175 long only, 0 short only, 0 long/short - change of 2,34% MRQ
Gjennomsnittlig porteføljeallokering 0.0156 % - change of 3,20% MRQ
Utestående aksjer shares (source: Capital IQ)
Institusjonelle aksjer (Long) 2 632 927 - 49,59% (ex 13D/G) - change of −0,09MM shares −3,23% MRQ
Institusjonell verdi (Long) $ 75 189 USD ($1000)
Institusjonelt eierskap og aksjonærer

Peoples Bancorp of North Carolina, Inc. (US:PEBK) har 175 institusjonelle eiere og aksjonærer som har sendt inn 13D/G- eller 13F-skjemaer til Securities Exchange Commission (SEC). Disse institusjonene eier til sammen 2,632,927 aksjer. De største aksjonærene inkluderer Wellington Management Group Llp, BlackRock, Inc., Vanguard Group Inc, Gendell Jeffrey L, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Dimensional Fund Advisors Lp, IWM - iShares Russell 2000 ETF, Geode Capital Management, Llc, Bridgeway Capital Management Inc, and VEXMX - Vanguard Extended Market Index Fund Investor Shares .

Peoples Bancorp of North Carolina, Inc. (NasdaqGM:PEBK) 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 11, 2025 is 31,81 / share. Previously, on September 12, 2024, the share price was 25,93 / share. This represents an increase of 22,68% over that period.

PEBK / Peoples Bancorp of North Carolina, Inc. 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.

PEBK / Peoples Bancorp of North Carolina, Inc. 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/A VANGUARD GROUP INC 273,572 272,968 -0.22 4.99 -0.40
2025-07-17 13G/A BlackRock, Inc. 337,575 278,422 -17.52 5.10 -17.74
2025-05-12 13G/A WELLINGTON MANAGEMENT GROUP LLP 426,893 503,124 17.86 9.20 17.95
2025-02-12 13G/A Strategic Value Investors LP 300,801 0 -100.00 0.00 -100.00
2025-01-10 13G Bay Pond Partners, L.P. 292,580 5.40
2024-11-14 13G/A Fourthstone LLC 536,725 20,174 -96.24 0.37 -96.18
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 (%)
2025-08-27 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 1 927 0,00 56 5,77
2025-08-15 13F Tower Research Capital LLC (TRC) 1 150 94,26 33 106,25
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 18 211 0,00 501 4,16
2025-08-12 13F Rhumbline Advisers 6 551 2,63 189 8,67
2025-08-13 13F First Trust Advisors Lp 21 366 15,14 616 21,98
2025-08-26 NP BRUSX - Ultra-Small Company Fund Class N 7 200 0,00 208 5,61
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 3 887 0,00 107 −2,73
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 341 1,19 9 0,00
2025-08-08 13F/A Sterling Capital Management LLC 125 58,23 4 50,00
2025-08-28 NP IWN - iShares Russell 2000 Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 39 469 −4,41 1 139 1,25
2025-08-12 13F Corebridge Financial, Inc. 0 −100,00 0
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 2 269 0,00 65 6,56
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 700 0,00 19 0,00
2025-08-13 13F Arrowstreet Capital, Limited Partnership 61 015 −1,31 1 760 4,51
2025-08-14 13F Goldman Sachs Group Inc 0 −100,00 0
2025-08-27 NP JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 450 0,00 13 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 66 532 0,00 1 919 5,91
2025-08-14 13F Royal Bank Of Canada 4 500 −0,79 129 4,03
2025-08-12 13F American Century Companies Inc 23 380 0,00 675 5,97
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 349 −22,44 10 −16,67
2025-08-04 13F AMG National Trust Bank 33 745 0,00 974 5,88
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 15 −6,25 0
2025-08-28 NP SLLAX - SIMT Small Cap Fund Class F 1 377 −43,38 40 −40,91
2025-08-04 13F Amalgamated Bank 157 0,00 0
2025-08-26 NP Profunds - Profund Vp Small-cap 10 0,00 0
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 45 −30,77 1 0,00
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 706 0,00 20 5,26
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 3 497 0,00 96 4,35
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 9 525 −2,81 275 3,01
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 21 858 9,72 602 14,26
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 588 0,00 16 6,67
2025-08-13 13F New York State Common Retirement Fund 3 500 0,00 0
2025-08-07 13F Los Angeles Capital Management Llc 9 425 14,45 272 20,98
2025-05-29 NP JAEWX - Small Cap Index Trust NAV 871 −55,85 24 −42,50
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 410 24,24 12 37,50
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 800 0,00 22 0,00
2025-08-14 13F/A Barclays Plc 11 836 39,66 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 64 −71,04 2 −83,33
2025-06-26 NP USMIX - Extended Market Index Fund 502 −10,83 14 −18,75
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 1 852 0,00 51 −1,92
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 11 222 3,24 310 0,00
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 9 657 −4,26 267 −7,32
2025-08-14 13F Fourthstone LLC 35 162 115,23 1 014 127,87
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 501 2,45 14 0,00
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 18 712 2,40 517 −0,77
2025-08-07 13F Allworth Financial LP 1 0
2025-08-12 13F Jpmorgan Chase & Co 3 022 −57,77 87 −55,15
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 565 0,00 16 −6,25
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 2 912 0,62 80 5,26
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 7 096 0,00 196 −3,47
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 22 755 −5,52 628 −8,45
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 732 0,00 21 10,53
2025-04-30 13F Cornerstone Planning Group LLC 0 −100,00 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 5 723 0,00 165 6,45
2025-06-18 NP GMRAX - Nationwide Small Cap Index Fund Class A 438 0,00 12 0,00
2025-08-12 13F O'shaughnessy Asset Management, Llc 9 014 −7,06 260 −1,52
2025-08-08 13F Pnc Financial Services Group, Inc. 176 5
2025-07-08 13F/A Salem Investment Counselors Inc 1 650 0,00 48 6,82
2025-08-11 13F Empowered Funds, LLC 34 082 0,21 983 6,16
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 1 108 −11,92 32 −8,82
2025-06-18 NP NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 1 040 112,68 29 115,38
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 468 0,65 14 8,33
2025-08-08 13F Geode Capital Management, Llc 109 401 0,49 3 157 6,41
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 1 450 0,00 42 5,13
2025-08-14 13F Fmr Llc 4 212 1 383,10 122 1 628,57
2025-05-14 13F MetLife Investment Management, LLC 0 −100,00 0
2025-05-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 0 −100,00 0 −100,00
2025-08-05 13F Bank of New York Mellon Corp 10 266 13,80 296 20,82
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 417 0,00 12 0,00
2025-08-13 13F EverSource Wealth Advisors, LLC 4 100,00 0
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 1 467 0,00 41 −2,44
2025-08-12 13F Picton Mahoney Asset Management 0 −100,00 0
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 200 0,00 6 0,00
2025-08-13 13F Northern Trust Corp 36 877 −2,63 1 064 3,10
2025-08-28 NP VYSVX - Vericimetry U.S. Small Cap Value Fund 300 9
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 446 0,00 13 0,00
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 44 447 6,09 1 228 2,85
2025-08-19 13F State of Wyoming 544 −62,09 16 −61,54
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 1 523 0,00 44 4,88
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 10 577 0,00 292 −2,99
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 1 896 0,00 52 −3,70
2025-08-12 13F Deutsche Bank Ag\ 2 609 0,00 75 5,63
2025-08-14 13F Gendell Jeffrey L 217 763 0,00 6 282 5,92
2025-07-29 NP SECAX - SIIT Small Cap II Fund - Class A 2 478 −9,50 68 −5,56
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 13 339 0,00 368 −3,16
2025-08-26 NP BRSIX - Ultra-Small Company Market Fund Class N 6 452 0,00 186 6,29
2025-08-14 13F Raymond James Financial Inc 2 195 63
2025-08-07 13F Pinnacle Holdings, LLC 34 889 0,00 1 007 5,89
2025-08-11 13F Lsv Asset Management 3 500 0,00 0
2025-07-25 13F Cwm, Llc 604 −3,51 0
2025-08-13 13F Russell Investments Group, Ltd. 430 −14,34 12 −7,69
2025-08-14 13F Bnp Paribas Arbitrage, Sa 1 249 −89,06 36 −88,42
2025-08-14 13F HoldCo Asset Management, L.P. 25 284 −76,16 729 −72,92
2025-07-28 NP UWM - ProShares Ultra Russell2000 440 −18,82 12 −14,29
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 173 100 0,34 4 994 6,26
2025-08-12 13F Dimensional Fund Advisors Lp 156 487 3,07 4 515 9,17
2025-08-06 13F True Wealth Design, LLC 1 −83,33 0
2025-08-14 13F Bank Of America Corp /de/ 2 087 −23,94 60 −18,92
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 952 34,84 26 30,00
2025-08-14 13F Maltese Capital Management Llc 45 000 22,09 1 298 29,28
2025-08-12 13F Ameritas Investment Partners, Inc. 446 0,00 13 0,00
2025-08-14 13F Wellington Management Group Llp 503 124 0,00 14 515 5,91
2025-07-25 13F NorthRock Partners, LLC 0 −100,00 0
2025-08-25 NP TMVAX - RBC Microcap Value Fund A Shares 4 100 0,00 118 6,31
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 131 0,00 4 0,00
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 6 −14,29 0
2025-07-25 NP AFSM - First Trust Active Factor Small Cap ETF 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 3 830 0,24 105 5,00
2025-08-12 13F Proequities, Inc. 0 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 1 300 −23,53 38 −19,57
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 4 298 −29,60 119 −31,79
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 3 200 0,00 92 5,75
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 222 0,00 6 20,00
2025-08-11 13F Vanguard Group Inc 272 968 −0,23 7 875 5,68
2025-07-28 NP HDG - ProShares Hedge Replication ETF 6 20,00 0
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 996 29
2025-08-12 13F Coldstream Capital Management Inc 0 −100,00 0
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 4 0,00 0
2025-08-08 13F Hartland & Co., LLC 6 0
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 8 606 0,00 238 −3,27
2025-07-11 13F Farther Finance Advisors, LLC 2 420 70
2025-08-26 NP FDM - First Trust Dow Jones Select MicroCap 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 15 332 4,09 442 10,22
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 16 297 5,40 450 2,27
2025-08-15 13F Morgan Stanley 16 886 −8,51 487 −2,99
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 815 −35,88 24 −32,35
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 75 −2,60 2 0,00
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 1 287 0,00 36 −2,78
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 450 136,84 13 140,00
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 700 0,00 19 0,00
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 221 0,00 6 20,00
2025-08-12 13F Nuveen, LLC 7 069 204
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 1 0,00 0
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 800 0,00 23 9,52
2025-07-28 NP URTY - ProShares UltraPro Russell2000 322 −28,76 9 −27,27
2025-08-14 13F Bridgeway Capital Management Inc 73 688 0,10 2 126 5,99
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 126 029 −8,58 3 636 −3,20
2025-08-14 13F Wells Fargo & Company/mn 2 704 2,19 78 8,33
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 839 0,00 24 9,09
2025-08-26 NP NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 1 113 −5,52 32 0,00
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 2 302 −10,11 66 −4,35
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 3 058 0,00 84 5,00
2025-08-14 13F Citadel Advisors Llc 7 984 −28,89 230 −24,59
2025-08-12 13F BlackRock, Inc. 320 232 −5,26 9 239 0,34
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 21 −8,70 1
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 10 0,00 0
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 4 −20,00 0
2025-08-11 13F Citigroup Inc 1 528 −50,26 44 −46,99
2025-08-14 13F California State Teachers Retirement System 330 0,00 10 12,50
2025-08-14 13F UBS Group AG 30 420 −70,72 878 −69,01
2025-07-29 NP VFMV - Vanguard U.S. Minimum Volatility 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 2 148 0,00 59 5,36
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 3 057 −0,68 84 3,70
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 6 455 3,30 178 7,27
2025-06-26 NP DFUV - Dimensional US Marketwide Value ETF 275 0,00 8 0,00
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 7 362 0,00 212 6,00
2025-05-29 NP JAFEX - Total Stock Market Index Trust NAV 84 −88,65 2 −91,30
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 1 897 0,00 52 −3,70
2025-06-27 NP RSSL - Global X Russell 2000 ETF 2 578 3,74 71 1,43
2025-08-14 13F State Street Corp 60 421 2,37 1 743 8,46
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 1 816 2,19 52 8,33
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 857 0,00 25 4,35
2025-08-07 13F Acadian Asset Management Llc 2 911 −11,09 0
2025-08-13 13F De Lisle Partners LLP 21 461 0,00 619 5,99
2025-08-29 NP BSVO - EA Bridgeway Omni Small-Cap Value ETF 34 082 0,21 983 6,16
2025-07-28 NP VCSLX - Small Cap Index Fund 3 660 117,21 101 127,27
2025-08-12 13F Legal & General Group Plc 396 0,00 11 10,00
2025-08-12 13F Charles Schwab Investment Management Inc 12 473 0,00 360 5,90
2025-09-04 13F/A Advisor Group Holdings, Inc. 297 1 550,00 9
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 830 40,68 24 43,75
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 4 743 −2,57 137 3,03
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 1 672 −51,88 48 −48,94
2025-08-14 13F Susquehanna International Group, Llp 0 −100,00 0
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 1 190 0,00 34 6,25
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 9 707 20,11 267 25,35
2025-08-11 13F Covestor Ltd 12 0
2025-08-26 NP PSGIX - Blackrock Advantage Small Cap Growth Fund Institutional 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 464 13
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 608 0,00 18 6,25
2025-08-26 NP BOSVX - Omni Small-Cap Value Fund Class N 25 617 0,00 739 6,03
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 26 369 2,20 726 6,46
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 608 0,00 18 6,25
2025-07-29 NP SLPAX - Siit Small Cap Fund - Class A 3 325 0,00 92 4,60
2025-04-25 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 320 0,00 8 −20,00
2025-08-14 13F Jane Street Group, Llc 7 334 212
2025-08-13 13F Renaissance Technologies Llc 31 507 −5,69 909 −0,22
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 810 0,00 22 −4,35
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