PDYN Palladyne AI Corp. Action - prix de l'action, participation institutionnelle, actionnaires (NasdaqGM)

Palladyne AI Corp.
US ˙ NasdaqGM ˙ US80359A2050

Statistiques de base
Propriétaires institutionnels 148 total, 144 long only, 0 short only, 4 long/short - change of 54,17% MRQ
Allocation moyenne du portefeuille 0.0417 % - change of 27,82% MRQ
Actions en circulation shares (source: Capital IQ)
Actions institutionnelles (Long) 8 659 314 - 20,64% (ex 13D/G) - change of 4,15MM shares 91,93% MRQ
Valeur institutionnelle (Long) $ 71 791 USD ($1000)
Participation institutionnels et actionnaires

Palladyne AI Corp. (US:PDYN) détient 148 des propriétaires institutionnels et des actionnaires qui ont déposé des formulaires 13D/G ou 13F auprès de la Securities Exchange Commission (SEC). Ces institutions détiennent un total de 8,659,314 actions. Les principaux actionnaires incluent BlackRock, Inc., Vanguard Group Inc, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, IWM - iShares Russell 2000 ETF, Geode Capital Management, Llc, VEXMX - Vanguard Extended Market Index Fund Investor Shares, State Street Corp, UBS Group AG, Gsa Capital Partners Llp, and IWN - iShares Russell 2000 Value ETF .

Palladyne AI Corp. (NasdaqGM:PDYN) la structure de l'actionnariat institutionnel indique les positions actuelles des institutions et des fonds dans l'entreprise, ainsi que les derniers changements dans le volume des positions. Les principaux actionnaires peuvent être des investisseurs individuels, des fonds communs de placement, des fonds spéculatifs ou des institutions. L'annexe 13D indique que l'investisseur détient (ou a détenu) plus de 5 % de l'entreprise et qu'il a l'intention (ou a eu l'intention) de poursuivre activement un changement de stratégie commerciale. L'annexe 13G indique un investissement passif de plus de 5 %.

The share price as of September 8, 2025 is 6,90 / share. Previously, on September 9, 2024, the share price was 1,59 / share. This represents an increase of 334,28% over that period.

PDYN / Palladyne AI Corp. Institutional Ownership
Indice de confiance des fonds

L'indice de confiance des fonds (anciennement score d'accumulation de participation) trouve les actions qui sont les plus achetées par les fonds. Il est le résultat d'un modèle quantitatif sophistiqué à plusieurs facteurs qui identifie les entreprises avec les niveaux les plus élevés d'accumulation institutionnelle. Le modèle de notation utilise une combinaison de l'augmentation totale des propriétaires déclarés, des variations des allocations de portefeuille chez ces propriétaires et d'autres indicateurs. Le chiffre varie de 0 à 100, les chiffres plus élevés indiquant un niveau d'accumulation plus élevé par rapport aux autres entreprises, 50 étant la moyenne.

Fréquence de mise à jour : Quotidienne

Consulter notre outil d'analyse de participation, qui fournit une liste des entreprises les mieux classées.

Ratio put/call institutionnel

En plus de signaler les actions et les dettes standard, les institutions ayant plus de 100 millions d'actifs sous gestion doivent également divulguer leurs positions en options de vente et d'achat. Étant donné que les options de vente indiquent généralement une confiance négative, et les options d'achat indiquent une confiance positive, nous pouvons avoir une idée de la confiance institutionnelle globale en traçant le ratio des ventes à découvert par rapport aux achats d'options. Le graphique à droite trace l'historique du ratio des ventes à découvert/achats d'options pour cet instrument.

L'utilisation du ratio put/call comme indicateur de la confiance des investisseurs permet de pallier à l'une des principales lacunes de l'utilisation de la participation institutionnelle totale, à savoir qu'une part importante des actifs sous gestion est investie passivement pour suivre les indices. Les fonds gérés passivement n'achètent généralement pas d'options, de sorte que l'indicateur du ratio put/call suit de plus près la confiance des fonds gérés activement.

PDYN / Palladyne AI Corp. Historical Put/Call Ratio
Déclarations 13D/G

Nous présentons les dépôts 13D/G séparément des dépôts 13F en raison de leur traitement différent par la SEC. Les déclarations 13D/G peuvent être déposées par des groupes d'investisseurs (avec un leader), ce qui n'est pas le cas des déclarations 13F. Il en résulte des situations dans lesquelles un investisseur peut déposer une déclaration 13D/G indiquant une valeur pour le total des actions (représentant toutes les actions détenues par le groupe d'investisseurs), mais déposer ensuite une déclaration 13F indiquant une valeur différente pour le total des actions (représentant strictement ses propres actions). Cela signifie que l'actionnariat des déclarations 13D/G et des déclarations 13F n'est souvent pas directement comparable, c'est pourquoi nous les présentons séparément.

Note : À compter du 16 mai 2021, nous n'affichons plus les propriétaires qui n'ont pas déposé de déclaration 13D/G au cours de l'année écoulée. Auparavant, nous montrions l'historique complet des déclarations 13D/G. En général, les entités qui sont tenues de déposer des déclarations 13D/G doivent le faire au moins une fois par an avant de soumettre une déclaration de clôture. Cependant, il arrive que des fonds sortent de positions sans soumettre de déclaration de clôture (c'est-à-dire qu'ils procèdent à une liquidation), de sorte que l'affichage de l'historique complet pouvait prêter à confusion quant à l'actionnariat actuel. Pour éviter toute confusion, nous n'affichons désormais que les propriétaires "actuels", c'est-à-dire les propriétaires qui ont déposé des documents au cours de l'année écoulée.

Upgrade to unlock premium data.

Date de dépôt Formulaire Investisseur Actions
précédentes
Actions
actuelles
&Delta ; Actions
(Pourcentage)
Participation
(Pourcentage)
&Delta ; Participation
(Pourcentage)
2025-06-13 13D/A KERBER WILLIAM XAVIER III 2,292,482 2,356,314 2.78 6.60 -13.16
2025-04-25 13G/A BlackRock, Inc. 900,575 471,128 -47.69 1.30 -62.86
2025-04-15 13G BlackRock Portfolio Management LLC 3,086,377 10.90
2024-12-31 13D/A Olivier Marc 1,100,000 3.65
2024-12-31 13D/A Smith Fraser 1,325,845 4.40
2024-11-04 13D/A Wolff Benjamin G 1,584,396 1,796,848 13.41 6.00 -1.64
Déclarations 13F et NPORT

Les détails des déclarations 13F sont gratuits. Les détails des déclarations NP nécessitent une adhésion premium. Les lignes vertes indiquent de nouvelles positions. Les lignes rouges indiquent des positions clôturées. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.

Mettre à niveau pour débloquer des données premium et les exporter vers Excel .

Date de dépôt Source Investisseur Type Prix moyen
(Est)
Actions Δ Actions
(%)
Valeur déclarée
(1000 $)
Δ Valeur
(%)
Allocation de portefeuille
(%)
2025-08-14 13F Jane Street Group, Llc Put 80 000 49,81 693 121,09
2025-07-18 13F McGuire Investment Group, LLC 15 007 130
2025-08-12 13F BlackRock, Inc. 1 981 533 193,15 17 160 331,81
2025-08-14 13F Jane Street Group, Llc 20 012 -57,49 173 -37,32
2025-08-28 NP BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 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 228 0,00 2 0,00
2025-08-14 13F Soviero Asset Management, LP 190 000 1 645
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 635 015 5 499
2025-08-11 13F EntryPoint Capital, LLC 0 -100,00 0
2025-08-14 13F Price T Rowe Associates Inc /md/ 12 810 0
2025-08-28 NP GNXAX - AlphaCentric Robotics and Automation Fund Class A 75 000 200,00 650 341,50
2025-04-28 13F American Capital Advisory, LLC 0 -100,00 0
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 103 788 -0,22 817 23,08
2025-08-14 13F Bnp Paribas Arbitrage, Sa 10 759 136,67 93 257,69
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 36 0
2025-08-14 13F State Street Corp 383 721 402,21 3 323 640,09
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 386 507 36,71 3 347 101,38
2025-08-08 13F Geode Capital Management, Llc 592 640 172,85 5 133 301,96
2025-08-14 13F Jane Street Group, Llc Call 0 -100,00 0 -100,00
2025-08-27 NP Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 1 162 0,00 10 66,67
2025-08-14 13F Comerica Bank 18 903 0,00 164 46,85
2025-08-14 13F Royal Bank Of Canada 45 747 45,23 397 114,59
2025-08-14 13F Bank Of America Corp /de/ 22 606 253,99 196 427,03
2025-08-14 13F California State Teachers Retirement System 1 593 14
2025-08-05 13F Bank of New York Mellon Corp 59 592 516
2025-08-12 13F Deutsche Bank Ag\ 17 424 151
2025-08-27 13F/A Squarepoint Ops LLC 0 -100,00 0 -100,00
2025-08-28 NP BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A 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 73 917 0,00 640 47,47
2025-08-13 13F Invesco Ltd. 15 243 132
2025-08-14 13F Susquehanna International Group, Llp Put 211 000 165,41 1 827 291,22
2025-08-14 13F Susquehanna International Group, Llp 183 511 39,65 1 589 105,83
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 5 149 0,00 31 -27,91
2025-08-14 13F Susquehanna International Group, Llp Call 109 900 190,74 952 328,38
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 640 213 0,00 5 544 47,29
2025-08-12 13F Dimensional Fund Advisors Lp 10 257 0,00 89 46,67
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 3 334 29
2025-05-15 13F Cubist Systematic Strategies, LLC 0 -100,00 0
2025-08-13 13F OMERS ADMINISTRATION Corp 0 -100,00 0
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 11 866 103
2025-08-11 13F Hexagon Capital Partners LLC 0 -100,00 0
2025-08-14 13F Balyasny Asset Management Llc 0 -100,00 0 -100,00
2025-07-31 13F Quest Partners LLC 11 657 -48,15 101 -24,24
2025-08-14 13F Adage Capital Partners Gp, L.l.c. 83 333 0,00 722 47,44
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 614 5
2025-08-08 13F Intech Investment Management Llc 11 793 102
2025-08-12 13F CIBC Private Wealth Group, LLC 2 000 100,00 17 240,00
2025-08-14 13F Group One Trading, L.p. 106 950 216,36 926 367,68
2025-07-11 13F Farther Finance Advisors, LLC 1 584 -27,31 14 8,33
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 16 115 0,00 98 -29,20
2025-08-26 NP Profunds - Profund Vp Small-cap 58 1
2025-08-15 13F Tower Research Capital LLC (TRC) 1 174 93,09 10 233,33
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 9 932 86
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 900 8
2025-08-04 13F Wolverine Asset Management Llc 322 0,00 3 100,00
2025-08-14 13F Citadel Advisors Llc Call 11 400 1,79 99 50,77
2025-08-14 13F Citadel Advisors Llc Put 30 900 68,85 268 149,53
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 5 893 51
2025-08-26 NP BlackRock Capital Allocation Trust 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 7 517 0,00 65 47,73
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 29 571 256
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 913 8
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 19 900 172
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation 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 7 132 0,00 62 48,78
2025-09-04 13F/A Advisor Group Holdings, Inc. 5 098 94,28 44 193,33
2025-08-08 13F/A Sterling Capital Management LLC 689 6
2025-08-11 13F Wealthspire Advisors, LLC 24 990 216
2025-08-27 NP Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 1 278 0,00 11 57,14
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 4 968 43
2025-08-14 13F/A Barclays Plc 52 232 22 032,20 0
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 4 869 42
2025-08-26 NP BRSIX - Ultra-Small Company Market Fund Class N 44 400 0,00 385 47,13
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 3 240 28
2025-08-13 13F Cheviot Value Management, LLC 473 4
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 60 1
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 12 329 107
2025-08-14 13F Camden Capital, LLC 53 549 0,00 464 47,45
2025-08-14 13F Tudor Investment Corp Et Al 12 165 -76,19 105 -65,00
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 29 139 17,09 229 44,94
2025-08-13 13F New York State Common Retirement Fund 10 600 0
2025-08-26 NP BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. 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 305 0,00 3 100,00
2025-06-26 NP BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. 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 27 356 0,00 166 -28,45
2025-08-12 13F Proequities, Inc. 0 0
2025-07-16 13F ORG Partners LLC 150 0,00 1
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 772 7
2025-08-14 13F GWM Advisors LLC 38 423 696,66 333 1 085,71
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 130 1
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 5 921 51
2025-08-13 13F Cerity Partners LLC 0 -100,00 0
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 34 164 0,00 269 23,50
2025-08-14 13F Fmr Llc 4 0
2025-07-23 13F Vontobel Holding Ltd. 14 973 130
2025-08-05 13F Simplex Trading, Llc 41 066 148,12 0
2025-08-11 13F Covestor Ltd 14 047 0,00 0
2025-08-28 NP SSBIX - State Street Balanced Index Fund Class K 114 0,00 1
2025-08-13 13F Northern Trust Corp 183 489 363,82 1 589 584,91
2025-06-26 NP USMIX - Extended Market Index Fund 2 632 24,98 16 -5,88
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 44 233 383
2025-08-12 13F Charles Schwab Investment Management Inc 80 443 399,18 697 640,43
2025-05-15 13F Point72 (DIFC) Ltd 0 -100,00 0
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 355 0,00 3 0,00
2025-05-15 13F Federation des caisses Desjardins du Quebec 0 -100,00 0
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 2 607 23
2025-08-07 13F Marathon Trading Investment Management LLC 500 0,00 4 100,00
2025-08-12 13F Legal & General Group Plc 2 324 20
2025-08-14 13F Bridgeway Capital Management Inc 48 700 9,68 422 61,30
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 27 925 242
2025-08-12 13F Jpmorgan Chase & Co 24 862 94,28 215 186,67
2025-08-18 13F Wolverine Trading, Llc 21 641 108,45 191 183,58
2025-08-18 13F Wolverine Trading, Llc Call 38 800 54,58 342 109,20
2025-08-14 13F Colony Group, LLC 23 426 0,00 203 47,45
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 6 801 59
2025-08-12 13F Nuveen, LLC 33 185 287
2025-08-18 13F Wolverine Trading, Llc Put 35 200 97,75 310 169,57
2025-08-11 13F Citigroup Inc 8 567 74
2025-08-12 13F XTX Topco Ltd 92 337 800
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 7 0
2025-05-15 13F Scientech Research LLC 0 -100,00 0
2025-07-22 13F Gsa Capital Partners Llp 230 615 2
2025-08-13 13F MetLife Investment Management, LLC 16 453 142
2025-08-12 13F Ameritas Investment Partners, Inc. 2 607 23
2025-08-14 13F Wexford Capital Lp 3 034 26
2025-08-14 13F Schonfeld Strategic Advisors LLC 0 -100,00 0
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 3 844 33
2025-08-13 13F Jones Financial Companies Lllp 10 361 86,55 91 152,78
2025-08-13 13F Quadrature Capital Ltd 48 818 423
2025-05-15 13F Lgl Partners, Llc 0 -100,00 0
2025-08-12 13F MAI Capital Management 500 0,00 4 100,00
2025-08-14 13F Jain Global LLC 0 -100,00 0
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 5 302 46
2025-08-14 13F Raymond James Financial Inc 210 015 -14,81 1 819 25,47
2025-08-18 13F/A National Bank Of Canada /fi/ 20 625 400,00 179 641,67
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 89 1
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 5 355 29,35 46 91,67
2025-08-14 13F Two Sigma Investments, Lp 18 482 21,48 160 79,78
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 226 165 1 959
2025-08-15 13F Morgan Stanley 159 013 54,98 1 377 128,36
2025-07-15 13F Fortitude Family Office, LLC 67 1
2025-08-14 13F Mercer Global Advisors Inc /adv 0 -100,00 0
2025-08-08 13F Pnc Financial Services Group, Inc. 6 034 0,00 52 48,57
2025-08-14 13F Wells Fargo & Company/mn 16 445 32 790,00 142
2025-08-12 13F Rhumbline Advisers 38 123 330
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 4 936 0,00 30 -28,57
2025-08-12 13F LPL Financial LLC 38 731 46,04 335 116,13
2025-08-14 13F Goldman Sachs Group Inc 0 -100,00 0 -100,00
2025-07-15 13F SJS Investment Consulting Inc. 249 2
2025-08-11 13F Vanguard Group Inc 1 212 392 28,72 10 499 89,58
2025-07-16 13F Perigon Wealth Management, LLC 38 100 330
2025-08-14 13F Hrt Financial Lp 0 -100,00 0
2025-08-14 13F UBS Group AG 380 730 -7,26 3 297 36,63
2025-05-15 13F Man Group plc 0 -100,00 0 -100,00
2025-08-12 13F J.w. Cole Advisors, Inc. 17 200 18,62 149 74,12
2025-08-12 13F DnB Asset Management AS 36 584 52,71 317 125,71
2025-05-15 13F 683 Capital Management, LLC 0 -100,00 0
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 3 899 34
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 1 811 16
2025-07-24 13F IFP Advisors, Inc 0 -100,00 0
2025-08-14 13F Millennium Management Llc 65 221 -78,73 565 -68,70
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 4 075 35
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 2 400 21
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 10 870 0,00 94 49,21
2025-08-04 13F Amalgamated Bank 872 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 5 816 167,16 50 1 566,67
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 2 338 0,00 20 53,85
2025-08-08 13F SBI Securities Co., Ltd. 39 172 19,42 339 76,56
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 57 331 14,58 496 68,71
2025-07-11 13F Grove Bank & Trust 0 -100,00 0
2025-07-22 13F IMC-Chicago, LLC 28 668 248
2025-07-31 13F Caitong International Asset Management Co., Ltd 21 526 134 437,50 186
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 18 841 0,00 148 23,33
2025-07-10 13F Peoples Bank/KS 0 -100,00 0
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 13 973 121
2025-08-13 13F Jump Financial, LLC 135 919 1 177
2025-08-01 13F Envestnet Asset Management Inc 18 903 0,00 164 46,85
2025-06-26 NP BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A 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 856 0,00 5 -28,57
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 1 735 15
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