UNF / UniFirst Corporation - Institusjonelt eierskap - Kjøpere

UniFirst Corporation
US ˙ NYSE ˙ US9047081040

Institusjonelt- og fondseierskap - Kjøpere

De største eierne som har åpnet nye posisjoner i UniFirst Corporation inkluderer Cooper Creek Partners Management Llc, Cooper Creek Partners Management Llc, Engine Capital Management, LP, Horizon Investments, LLC, SDVD - FT Vest SMID Rising Dividend Achievers Target Income ETF, FDLS - Inspire Fidelis Multi Factor ETF, VFMO - Vanguard U.S. Momentum Factor ETF ETF Shares, Bailard, Inc., Atom Investors LP, Amundi, Ieq Capital, Llc, Callan Family Office, LLC, AE Wealth Management LLC, Diversified Trust Co, TLEQX - Small-Cap Equity Fund, Xponance, Inc., Freestone Grove Partners LP, WSML - iShares MSCI World Small-Cap ETF, LONAX - Longboard Alternative Growth Fund Class A, og PAEAX - Putnam Dynamic Asset Allocation Growth Fund Class A shares .

Denne siden viser endringer i eierstrukturen ved å liste opp institusjoner, fond og større aksjonærer som har økt sine eierandeler eller åpnet nye posisjoner i løpet av den siste rapporteringsperioden. Grønne rader indikerer nye posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.

Oppgraderfor å låse opp premiumdata.

Fildato Kilde Investor Type Gjennomsnittlig pris
(estimert)		 Aksjer Δ Aksjer
(%)		 Rapportert verdi ($1000) Verdi (%) Portallokering (%)
2025-08-26 NP SDVY - First Trust SMID Cap Rising Dividend Achievers 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 172 293 118,50 32 429 136,36
2025-08-14 13F Aquatic Capital Management LLC 8 186 6,85 1 541 15,53
2025-07-24 NP FSKAX - Fidelity Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 27 712 0,93 5 225 −11,46
2025-06-26 NP TISEX - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 52 645 9 396
2025-08-14 13F Mml Investors Services, Llc 10 608 3,37 2 0,00
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 744 1 277,78 140 1 455,56
2025-08-14 13F Toronto Dominion Bank 72 500 13 646
2025-07-09 13F Massmutual Trust Co Fsb/adv 109 0,93 21 11,11
2025-08-08 13F Wealth Alliance 1 187 1,37 223 9,85
2025-06-26 NP AALGX - Thrivent Global Stock Fund Class A 926 1 303,03 165 1 400,00
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 5 309 2,47 999 10,88
2025-08-06 13F AE Wealth Management LLC 1 585 298
2025-08-21 NP MXLSX - Great-West Loomis Sayles Small Cap Value Fund Investor Class 1 800 20,00 339 29,50
2025-08-12 13F Public Sector Pension Investment Board 51 170 7,59 9 631 16,39
2025-08-12 13F Nuveen, LLC 120 584 159,63 22 696 180,86
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 115 79,69 22 90,91
2025-08-14 13F California State Teachers Retirement System 13 889 0,31 2 614 8,51
2025-08-12 13F Advisors Asset Management, Inc. 134 25
2025-08-06 13F First Horizon Advisors, Inc. 450 22,62 85 33,33
2025-07-16 13F State of Alaska, Department of Revenue 8 923 7,30 2 0,00
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 69 0
2025-08-14 13F Holocene Advisors, LP 1 682 317
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 17 158 3,08 3 229 11,50
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 2 111 1 298,01 397 1 488,00
2025-08-26 NP Profunds - Profund Vp Small-cap Growth 155 2,65 29 11,54
2025-08-14 13F Schonfeld Strategic Advisors LLC 17 640 83,69 3 320 98,80
2025-08-13 13F Russell Investments Group, Ltd. 19 108 1,26 3 597 9,53
2025-08-15 NP PENNX - Royce Pennsylvania Mutual Fund Investment Class 11 072 34,58 2 084 45,56
2025-08-14 13F Point72 Asia (Singapore) Pte. Ltd. 927 31,86 174 42,62
2025-08-14 13F Tribune Investment Group LP 60 000 17,65 11 293 27,26
2025-08-14 13F Gallagher Fiduciary Advisors, LLC 3 420 22,19 644 32,30
2025-08-13 13F Northwestern Mutual Wealth Management Co 29 1 350,00 5
2025-06-30 NP SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF 142 25
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 3 967 2,59 747 11,01
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 1 156 52,31 206 27,16
2025-06-26 NP BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 069 6,87 369 −10,87
2025-06-18 NP NWHDX - Nationwide Bailard Cognitive Value Fund Class A 3 000 233,33 535 220,36
2025-07-31 13F State of New Jersey Common Pension Fund D 10 200 10,87 1 920 19,94
2025-07-15 13F Td Private Client Wealth Llc 534 11,95 101 21,95
2025-08-13 13F Arizona State Retirement System 4 380 1,74 824 10,01
2025-08-26 NP PACAX - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 56 11
2025-08-04 13F Assetmark, Inc 6 1
2025-08-26 NP JMEE - JPMorgan Market Expansion Enhanced Equity ETF 6 377 3,32 1 200 11,84
2025-08-28 NP SSGSX - Victory Sycamore Small Company Opportunity Fund Class A 315 000 17,54 59 289 27,14
2025-08-07 13F Parkside Financial Bank & Trust 135 285,71 25 316,67
2025-08-14 13F Alliancebernstein L.p. 17 908 0,03 3 371 8,19
2025-07-07 13F Versant Capital Management, Inc 104 76,27 20 90,00
2025-08-07 13F Los Angeles Capital Management Llc 1 780 335
2025-08-08 13F Tortoise Investment Management, LLC 2 0
2025-08-28 NP QCSTRX - Stock Account Class R1 19 520 38,05 3 674 51,88
2025-08-26 NP FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF 966 9,77 182 18,30
2025-07-17 13F Raleigh Capital Management Inc. 3 1
2025-08-13 13F MetLife Investment Management, LLC 8 987 3,44 1 692 11,91
2025-08-14 13F D. E. Shaw & Co., Inc. 18 973 484,14 3 571 532,04
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio 7 111 4,47 1 338 13,01
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 3 839 51,86 723 64,46
2025-08-14 13F Horizon Investments, LLC 7 579 1 427
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 2 015 10,71 353 11,39
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 5 430 4,75 1 022 13,30
2025-07-25 13F JustInvest LLC 1 300 245
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 2 824 6,41 532 15,18
2025-06-26 NP SMMV - iShares Edge MSCI Min Vol 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 5 336 2,81 952 −14,39
2025-05-15 13F Texas Permanent School Fund 11 107 1 982
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 21 493 9,01 4 053 −4,37
2025-08-12 13F Prudential Financial Inc 15 633 6,32 3 057 6,15
2025-08-13 13F Natixis Advisors, L.p. 160 401 7,10 30 15,38
2025-06-17 NP MMSMX - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 8 500 31,27 1 517 9,30
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 4 444 31,95 836 42,66
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 37 358 0,32 6 667 −16,46
2025-07-24 13F IFP Advisors, Inc 29 123,08 6 200,00
2025-08-11 13F Covestor Ltd 349 32,70 0
2025-08-26 NP Delaware Vip Trust - Delaware Vip Small Cap Value Series Standard Class 63 482 32,72 11 949 43,57
2025-08-11 13F Royce & Associates Lp 25 375 37,68 4 776 48,97
2025-08-14 13F Susquehanna Portfolio Strategies, LLC 2 791 525
2025-07-22 13F HFM Investment Advisors, LLC 2 100,00 0
2025-07-22 13F Bay Harbor Wealth Management, LLC 1 0
2025-07-29 NP SLPAX - Siit Small Cap Fund - Class A 970 15,48 183 1,11
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 11 035 0,11 2 077 8,29
2025-08-29 NP JAEQX - Small Company Value Trust NAV 1 556 6,28 293 14,96
2025-08-14 13F Engineers Gate Manager LP 15 136 278,78 2 849 309,78
2025-08-26 13F/A Thrivent Financial For Lutherans 21 390 94,05 4 300,00
2025-08-14 13F Aqr Capital Management Llc 10 865 114,34 2 045 131,86
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 76 13
2025-08-28 NP SLLAX - SIMT Small Cap Fund Class F 5 605 5,56 1 055 14,19
2025-08-14 13F Topline Capital Management, LLC 74 562 52,29 14 034 64,74
2025-08-11 13F CBIZ Investment Advisory Services, LLC 127 1,60 24 9,52
2025-07-24 13F Callan Family Office, LLC 1 841 347
2025-08-26 NP PAEAX - Putnam Dynamic Asset Allocation Growth Fund Class A shares 516 97
2025-08-14 13F Toroso Investments, LLC 2 578 27,50 485 38,18
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 2 887 17,45 515 −2,09
2025-08-04 13F Keybank National Association/oh 2 447 11,23 461 20,42
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 2 239 4,77 421 13,48
2025-06-27 NP ESCQX - Embark Small Cap Equity Fund Retirement Class 9 125 6,91 1 629 −10,99
2025-08-26 NP PABAX - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 362 68
2025-08-14 13F Lazard Asset Management Llc 37 998 6 264,82 7
2025-08-28 NP VLU - SPDR S&P 1500 Value 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 219 9,50 41 20,59
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 1 899 2,59 357 10,87
2025-08-08 13F Bailard, Inc. 3 000 565
2025-08-14 13F Nebula Research & Development LLC 11 967 216,75 2 252 242,77
2025-08-14 13F Snowden Capital Advisors LLC 3 399 0,41 640 8,67
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 16 451 1,29 3 096 9,59
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 77 1,32 14 7,69
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 599 3,99 113 −8,94
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 152 242 2,66 27 171 −14,51
2025-07-11 13F Diversified Trust Co 1 572 296
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 2 611 41,52 491 52,96
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 854 16,51 161 25,98
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 128 60,00 23 29,41
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 16 548 0,40 2 953 −16,39
2025-08-12 13F American Century Companies Inc 4 027 1,98 758 10,19
2025-08-14 13F Man Group plc 68 724 136,64 12 935 155,99
2025-06-26 NP THMAX - Thrivent Moderate Allocation Fund Class A 854 1 300,00 152 1 420,00
2025-05-28 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 33 461 0,50 5 822 2,21
2025-06-26 NP FZROX - Fidelity ZERO Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6 846 1,45 1 222 −15,56
2025-06-25 NP SDVD - FT Vest SMID Rising Dividend Achievers Target Income ETF 4 262 761
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 484 365 1,53 91 167 9,83
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-27 NP PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 13 463 0,67 2 534 8,94
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F Algert Global Llc 25 707 5
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 1 167 7,56 220 −5,58
2025-08-08 13F Avantax Advisory Services, Inc. 2 460 6,45 463 15,17
2025-08-26 NP GVLU - Gotham 1000 Value ETF 2 291 21,22 431 31,40
2025-08-14 13F Tudor Investment Corp Et Al 78 862 31,04 14 843 41,75
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 29 662 9,01 5 294 −9,23
2025-08-14 13F Citadel Advisors Llc 33 573 17,20 6 319 26,79
2025-08-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 7 192 81,20 1 354 86,62
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 329 7,17 62 15,09
2025-06-26 NP FSMD - Fidelity Small-Mid Factor 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 8 572 92,20 1 530 60,10
2025-08-11 13F WPG Advisers, LLC 19 58,33 4 50,00
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 256 5,79 48 14,29
2025-08-25 13F/A Neuberger Berman Group LLC 4 101 38,27 772 49,42
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 644 6,62 121 −6,20
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 135 615 4,48 24 203 −13,00
2025-08-12 13F MAI Capital Management 271 8,40 51 18,60
2025-07-25 NP PMIYX - Putnam Income Strategies Portfolio - 19 4
2025-08-04 13F Strs Ohio 5 300 8,16 998 17,02
2025-08-14 13F/A Barclays Plc 30 608 50,15 6 66,67
2025-08-12 13F Legal & General Group Plc 42 761 1,86 8 048 10,19
2025-08-08 13F/A Sterling Capital Management LLC 412 58,46 78 71,11
2025-08-14 13F Sei Investments Co 19 559 0,34 3 681 8,49
2025-08-14 13F State Of Wisconsin Investment Board 3 117 95,06 587 110,79
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 462 21,58 82 1,23
2025-08-14 13F T. Rowe Price Investment Management, Inc. 185 195 8,08 35 17,24
2025-08-25 NP GONIX - Gotham Neutral Fund Institutional Class 465 7,64 88 16,00
2025-08-14 13F UBS Group AG 28 123 30,97 5 293 41,68
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 7 231 2,61 1 361 11,01
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 39 21,88 7 0,00
2025-08-14 13F Axa S.a. 1 620 305
2025-08-13 13F Cerity Partners LLC 49 571 1 492,39 9 330 1 624,58
2025-08-21 NP MSCQX - Mercer US Small/Mid Cap Equity Fund Class I 43 443 5,44 8 177 14,06
2025-07-17 13F DiNuzzo Private Wealth, Inc. 6 20,00 1
2025-05-22 NP ROSC - Hartford Multifactor Small Cap ETF 318 7,80 55 10,00
2025-08-13 13F First Trust Advisors Lp 191 539 90,04 36 051 105,57
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 405 31,07 76 43,40
2025-06-26 NP TCAAX - Thrivent Moderately Conservative Allocation Fund Class A 136 1 411,11 24 2 300,00
2025-08-08 13F Geode Capital Management, Llc 364 411 0,99 68 598 9,24
2025-08-15 13F Morgan Stanley 230 030 0,32 43 297 8,52
2025-08-14 13F Fmr Llc 23 966 406,36 4 511 448,12
2025-08-27 NP TSFAX - Touchstone Small Cap Fund Class A 31 905 0,58 6 005 8,81
2025-06-26 NP TMAAX - Thrivent Moderately Aggressive Allocation Fund Class A 1 378 1 291,92 246 1 341,18
2025-08-15 13F Binnacle Investments Inc 100 19,05 19 28,57
2025-07-21 13F Ameritas Advisory Services, LLC 14 3
2025-08-11 13F Principal Securities, Inc. 766 3,51 144 14,29
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 11 367 2,71 2 139 11,12
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 3 399 5,82 640 14,52
2025-07-29 NP FDLS - Inspire Fidelis Multi Factor ETF 3 852 726
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 62 1,64 11 −15,38
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 25 841 0,70 4 864 8,91
2025-08-06 13F Rialto Wealth Management, LLC 1 0
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 3 941 6,11 703 −11,57
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 13 128 119,20 2 343 82,54
2025-08-20 NP RUSC - U.S. Small Cap Equity Active ETF 205 39
2025-07-22 13F Gsa Capital Partners Llp 3 321 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 1 414 12,04 266 21,46
2025-06-26 NP FZIPX - Fidelity ZERO Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4 489 2,63 801 −14,51
2025-08-12 13F Aigen Investment Management, Lp 4 186 162,61 788 184,12
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 2 665 17,04 502 26,52
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 2 311 1,36 435 9,60
2025-08-13 13F River Road Asset Management, LLC 793 765 0,55 135 758 −1,17
2025-08-13 13F Amundi 2 700 462
2025-08-14 13F Comerica Bank 17 283 7,00 3 253 15,73
2025-08-14 13F Qube Research & Technologies Ltd 105 005 85,43 19 764 100,59
2025-08-13 13F Cooper Creek Partners Management Llc Call 75 000 14
2025-08-13 13F Jones Financial Companies Lllp 435 3,33 81 10,96
2025-08-26 NP SCDS - JPMorgan Fundamental Data Science Small Core ETF 66 12
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 1 263 1,12 225 −15,73
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 2 0
2025-08-14 13F Engine Capital Management, LP 62 099 11 688
2025-08-27 NP TLEQX - Small-Cap Equity Fund 1 202 226
2025-08-12 13F Global Retirement Partners, LLC 1 141 21,64 215 33,75
2025-08-11 13F Brown Brothers Harriman & Co 25 5
2025-08-12 13F Eisler Capital Management Ltd. 12 597 5,18 2 361 12,32
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 3 837 13,39 685 −5,66
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 2 846 1,97 536 10,31
2025-07-25 13F CBOE Vest Financial, LLC 10 626 174,86 2 000 197,62
2025-08-08 13F Larson Financial Group LLC 1 0
2025-06-25 NP FIDU - Fidelity MSCI Industrials 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 3 591 0,81 641 −16,12
2025-08-04 13F Atria Investments Llc 7 461 12,01 1 404 21,14
2025-08-14 13F Chilton Investment Co Llc 17 400 148,57 3 275 168,88
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-13 13F Bare Financial Services, Inc 27 170,00 5 400,00
2025-08-12 13F Trexquant Investment LP 1 328 250
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 29 1 350,00 5
2025-08-18 13F Wolverine Trading, Llc Call 1 500 279
2025-07-30 NP APUE - ActivePassive U.S. Equity ETF 12 662 3,41 2 388 −9,27
2025-08-14 13F Gotham Asset Management, LLC 11 825 42,54 2 226 54,19
2025-08-20 NP ASMOX - AQR Small Cap Momentum Style Fund Class I 704 100,57 133 116,39
2025-08-26 NP BSMC - Brandes U.S. Small-Mid Cap Value ETF 12 220 10,28 2 300 19,29
2025-08-15 13F CI Private Wealth, LLC 13 536 92,35 2 548 108,09
2025-08-15 13F Tower Research Capital LLC (TRC) 1 488 248,48 280 278,38
2025-07-18 13F Truist Financial Corp 1 800 0,33 339 8,33
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 6 221 164,27 1 171 186,06
2025-07-25 13F Yousif Capital Management, Llc 5 606 0,75 1 055 8,99
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 793 7,02 149 16,41
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 37 520 3,14 6 696 −14,11
2025-08-14 13F Price T Rowe Associates Inc /md/ 13 902 9,23 3 0,00
2025-08-14 13F Hotchkis & Wiley Capital Management Llc 33 185 10,60 6 246 19,66
2025-08-14 13F Macquarie Group Ltd 221 848 29,24 41 756 39,81
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 3 853 7,30 725 16,19
2025-06-27 NP ARSMX - AMG River Road Small-Mid Cap Value Fund CLASS N SHARES 43 914 1,37 7 837 −15,59
2025-07-24 13F Ronald Blue Trust, Inc. 343 15,49 65 25,49
2025-08-13 13F New York State Common Retirement Fund 5 327 12,69 1
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 642 1 295,65 121 1 614,29
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 190 8,57 36 −5,41
2025-08-13 13F Marshall Wace, Llp 13 262 168,08 2 496 190,23
2025-08-14 13F Atom Investors LP 2 722 512
2025-08-12 13F LPL Financial LLC 11 590 2,85 2 181 11,28
2025-07-29 NP VFMO - Vanguard U.S. Momentum 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 3 513 662
2025-08-14 13F Cubist Systematic Strategies, LLC 36 303 3,26 6 833 11,69
2025-07-31 13F Quest Partners LLC 7 579 264,55 1 427 295,01
2025-08-13 13F Panagora Asset Management Inc 15 658 2 947
2025-07-30 13F First Citizens Bank & Trust Co 1 930 363
2025-08-19 13F State of Wyoming 499 94
2025-08-12 13F Argent Trust Co 1 911 9,95 360 18,87
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 509 1 275,68 96 1 483,33
2025-08-26 NP BSCAX - BRANDES SMALL CAP VALUE FUND Class A 16 180 96,67 3 045 112,79
2025-08-13 13F Cooper Creek Partners Management Llc 102 928 19
2025-07-28 NP VCSLX - Small Cap Index Fund 6 532 13,58 1 232 −0,40
2025-07-28 NP HDG - ProShares Hedge Replication ETF 20 11,11 4 0,00
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 405 25,78 76 35,71
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 4 511 160,30 849 182,06
2025-08-14 13F Ieq Capital, Llc 1 923 362
2025-08-14 13F Riggs Asset Managment Co. Inc. 25 5
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 4 935 779,68 929 856,70
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 10 005 16,77 1 786 −2,78
2025-07-29 NP EBI - Longview Advantage ETF 305 3 712,50 58 5 600,00
2025-08-22 NP FESM - Fidelity Enhanced Small Cap ETF 16 403 889,92 3 087 971,88
2025-06-26 NP CRSSX - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 6 379 0,69 1 138 −16,14
2025-08-14 13F Fuller & Thaler Asset Management, Inc. 242 793 0,25 45 698 8,45
2025-08-29 NP MFUS - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 290 9,02 55 17,39
2025-08-14 NP FLSPX - SPECTRUM FUND Retail Class 299 21,54 56 33,33
2025-06-26 NP TAAAX - Thrivent Aggressive Allocation Fund Class A 774 1 282,14 138 1 280,00
2025-08-12 13F SRS Capital Advisors, Inc. 978 25,55 184 36,30
2025-07-25 13F Cwm, Llc 4 381 3,28 1
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 2 896 0,10 545 8,35
2025-08-13 13F Norges Bank 189 588 35 684
2025-08-13 13F Mount Yale Investment Advisors, LLC 631 119
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 2 729 45,31 512 56,27
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 910 172
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 501 3,51 94 11,90
2025-08-14 13F Ubs Asset Management Americas Inc 46 681 33,70 8 786 44,63
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 3 281 0,55 619 −11,84
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 2 282 5,06 407 −12,47
2025-08-12 13F Franklin Resources Inc 10 830 118,08 2 038 135,88
2025-08-27 NP SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 38 7
2025-08-13 13F California Public Employees Retirement System 29 302 0,11 5 515 8,31
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 3 061 0,46 576 8,68
2025-08-13 13F EverSource Wealth Advisors, LLC 153 378,12 29 460,00
2025-06-27 NP RSSL - Global X Russell 2000 ETF 9 147 6,62 1 632 −11,21
2025-07-25 13F Hemington Wealth Management 49 2,08 0
2025-08-13 13F Martin & Co Inc /tn/ 13 552 0,87 2 551 9,11
2025-07-29 13F Virginia Retirement Systems Et Al 4 600 24,32 866 34,53
2025-08-13 13F Brandes Investment Partners, Lp 66 783 27,71 12 570 38,15
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 75 580 9,53 14 251 −3,90
2025-08-05 13F Bank Of Montreal /can/ 2 479 2,14 467 10,43
2025-07-25 NP DEVLX - Delaware Small Cap Value Fund Class A 155 358 27,96 29 294 12,27
2025-08-12 13F Steward Partners Investment Advisory, Llc 87 112,20 16 128,57
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 731 5,64 130 −12,16
2025-07-24 NP HSMNX - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 7 306 46,85 1 378 28,81
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 1 711 2,52 305 −14,57
2025-07-31 13F Pullen Investment Management, LLC 7 426 0,94 1 398 9,14
2025-08-14 13F Bragg Financial Advisors, Inc 14 284 0,20 2 689 8,39
2025-08-14 13F Royal Bank Of Canada 29 733 9,51 5 596 18,46
2025-08-25 NP GARIX - Gotham Absolute Return Fund Institutional Class 3 514 72,51 661 86,72
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 2 015 1 299,31 379 1 479,17
2025-08-14 13F Xponance, Inc. 1 174 221
2025-08-07 13F Illinois Municipal Retirement Fund 8 091 1,71 1 523 9,97
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 2 625 7,80 468 −10,17
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 2 442 1,92 460 10,34
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 6 977 0,45 1 313 8,69
2025-08-14 13F Brevan Howard Capital Management LP 2 549 480
2025-08-12 13F Rhumbline Advisers 52 934 2,03 9 963 10,37
2025-08-13 13F Victory Capital Management Inc 432 420 18,14 81 390 27,79
2025-08-08 13F Principal Financial Group Inc 81 608 9,20 15 360 18,13
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 17 529 0,69 3 299 8,91
2025-08-26 NP PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. 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 100 902 5,56 18 992 14,18
2025-08-14 13F Freestone Grove Partners LP 1 163 219
2025-08-29 NP STXK - Strive Small-Cap ETF 466 3,10 88 11,54
2025-08-14 13F Dark Forest Capital Management Lp 3 133 590
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 1 055 5,50 199 13,79
2025-08-15 NP Royce Value Trust Inc 14 200 40,59 2 673 52,08
2025-08-01 13F Teacher Retirement System Of Texas 33 209 213,26 6 251 238,94
2025-08-18 13F Geneos Wealth Management Inc. 156 0,65 29 11,54
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 61 468 7,17 10 970 −10,75
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 81 940 0,03 15 451 −12,24
2025-07-29 NP LONAX - Longboard Alternative Growth Fund Class A 851 160
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 231 080 0,74 43 494 8,97
2025-07-29 13F Private Wealth Management Group, LLC 22 4,76 4 33,33
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 5 186 5,66 926 −11,99
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 5 196 11,53 927 −7,11
2025-08-14 13F Susquehanna International Group, Llp 25 694 13,87 4 836 23,18
2025-04-03 13F First Hawaiian Bank 2 328 24,29 405 26,56
2025-08-04 13F Amalgamated Bank 4 285 0,07 1
Other Listings
DE:U1N € 146,00
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