MOFG / MidWestOne Financial Group, Inc. - Participation institutionnelle - Acheteurs

MidWestOne Financial Group, Inc.
US ˙ NasdaqGS ˙ US5985111039

Participation institutionnelle et des fonds - Acheteurs

Les principaux détenteurs qui ont ouvert de nouvelles positions dans MidWestOne Financial Group, Inc. comprennent KRE - SPDR(R) S&P Regional Banking(SM) ETF, NSCAX - Nuveen NWQ Small-Cap Value Fund - Class A, PSOPX - JPMorgan Small Cap Value Fund Class I, Y-Intercept (Hong Kong) Ltd, Rafferty Asset Management, LLC, Magnetar Financial LLC, Clarius Group, LLC, Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A, Ieq Capital, Llc, FZROX - Fidelity ZERO Total Market Index Fund, LONAX - Longboard Alternative Growth Fund Class A, THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A, Comerica Bank, FSTBX - FEDERATED GLOBAL ALLOCATION FUND Class A Shares, RMG Wealth Management LLC, Larson Financial Group LLC, Hartland & Co., LLC, MAI Capital Management, True Wealth Design, LLC, et ETTOX - E*TRADE No Fee Total Market Index Fund .

Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.

Passez au niveau supérieurpour débloquer des données premium.

Date de dépôt Source Investisseur Type Prix moyen
(Est)		 Actions Δ Actions
(%)		 Valeur déclarée
(1000 $)		 Δ Valeur
(%)		 Allocation de portefeuille
(%)
2025-06-26 NP AALGX - Thrivent Global Stock Fund Class A 3 920 83,78 109 61,19
2025-08-26 NP JSCSX - JPMorgan U.S. Small Company Fund Class I 19 888 242,54 572 234,50
2025-09-04 13F/A Advisor Group Holdings, Inc. 210 6
2025-08-07 13F Pinnacle Holdings, LLC 76 828 0,25 2 210 -2,60
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 24 071 16,99 693 13,63
2025-08-13 13F Quantbot Technologies LP 7 915 228
2025-08-14 13F Two Sigma Investments, Lp 101 800 58,09 2 929 53,62
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 7 465 12,41 215 9,18
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 3 648 20,67 101 6,32
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 405 271,56 12 450,00
2025-08-12 13F Nuveen, LLC 182 920 189,31 5 263 181,09
2025-08-11 13F Empowered Funds, LLC 75 078 9,71 2 160 6,56
2025-08-13 13F First Trust Advisors Lp 75 367 4,48 2 168 1,55
2025-08-14 13F Rafferty Asset Management, LLC 15 089 434
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 6 812 5,55 189 -7,84
2025-06-26 NP THMAX - Thrivent Moderate Allocation Fund Class A 11 297 20,42 313 5,74
2025-07-22 NP GSSIX - Goldman Sachs Small Cap Value Fund Institutional 199 365 5,51 5 732 -0,38
2025-08-15 13F Great West Life Assurance Co /can/ 1 532 18,76 0
2025-08-13 13F Renaissance Technologies Llc 25 600 184,44 737 176,69
2025-08-14 13F Jane Street Group, Llc 39 393 1 133
2025-07-23 13F RMG Wealth Management LLC 200 6
2025-08-14 13F Manufacturers Life Insurance Company, The 8 362 241
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 105 8,25 3 50,00
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 24 863 715
2025-08-26 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 13 285 6,54 382 3,52
2025-08-14 13F UBS Group AG 64 425 4,68 1 854 1,70
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 48 9,09 1 0,00
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 7 897 34,23 227 30,46
2025-08-14 13F Ameriprise Financial Inc 41 600 40,07 1 197 36,06
2025-07-24 13F IFP Advisors, Inc 37 3
2025-08-14 13F Quantinno Capital Management LP 13 714 24,33 395 20,86
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 927 12,91 27 8,33
2025-08-12 13F Proequities, Inc. 0 0
2025-08-13 13F Northern Trust Corp 162 478 2,19 4 674 -0,70
2025-08-14 13F Fourthstone LLC 31 360 902
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 28 813 18,68 828 12,04
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 46 157 6,49 1 328 3,43
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 6 523 4,27 188 1,08
2025-08-26 NP PSOPX - JPMorgan Small Cap Value Fund Class I 38 158 1 098
2025-06-26 NP TMAAX - Thrivent Moderately Aggressive Allocation Fund Class A 16 384 20,82 454 6,07
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 3 189 100,19 92 93,62
2025-08-14 13F Wells Fargo & Company/mn 38 529 7,36 1 108 4,33
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 3 401 9,18 94 -4,08
2025-08-14 13F Bridgeway Capital Management Inc 124 338 5,65 3 577 2,67
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 22 182 9,01 638 5,98
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 103 431 0,04 2 974 -5,56
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 6 944 21,02 200 17,75
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 5 893 172,82 163 207,55
2025-06-26 NP TAAAX - Thrivent Aggressive Allocation Fund Class A 9 442 31,91 262 15,49
2025-08-08 13F SG Americas Securities, LLC 8 488 15,45 0
2025-08-15 13F Morgan Stanley 152 886 78,02 4 399 73,01
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 24 711 24,69 711 21,16
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 51 180 3,52 1 420 -9,21
2025-08-11 13F Vanguard Group Inc 1 015 037 9,42 29 203 6,32
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 6 50,00 0
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 3 180 12,25 91 9,64
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 967 200,31 28 285,71
2025-08-11 13F Rothschild Investment Llc 65 30,00 2 0,00
2025-08-12 13F Charles Schwab Investment Management Inc 61 157 8,83 1 759 5,77
2025-08-12 13F Magnetar Financial LLC 13 117 377
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 696 12,99 20 11,11
2025-07-28 NP VVSCX - Small Cap Value Fund 4 168 89,45 120 56,58
2025-08-12 13F Legal & General Group Plc 1 840 15,58 53 10,64
2025-08-14 13F Mendon Capital Advisors Corp 166 232 7,74 4 782 4,68
2025-07-28 NP HDG - ProShares Hedge Replication ETF 25 13,64 1
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 65 3,17 2 0,00
2025-08-20 NP ASMOX - AQR Small Cap Momentum Style Fund Class I 5 560 194,18 160 189,09
2025-06-26 NP AABFX - Thrivent Balanced Income Plus Fund Class A 1 002 12,84 28 -3,57
2025-08-26 13F/A Thrivent Financial For Lutherans 125 073 34,19 4 50,00
2025-08-26 NP IJSIX - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 3 516 249,85 101 248,28
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 4 260 14,73 118 0,85
2025-08-14 13F Wellington Management Group Llp 1 215 494 16,86 34 970 13,55
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 1 925 19,57 55 17,02
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 535 56,43 15 50,00
2025-08-12 13F Dimensional Fund Advisors Lp 816 563 0,61 23 493 -2,24
2025-08-12 13F MAI Capital Management 54 2
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 291 660 2,16 8 391 -0,73
2025-08-13 13F Federated Hermes, Inc. 542 16
2025-08-07 13F Allworth Financial LP 187 246,30 5 400,00
2025-08-26 NP Profunds - Profund Vp Small-cap 47 9,30 1 0,00
2025-07-28 NP VCSLX - Small Cap Index Fund 8 163 14,94 235 8,33
2025-07-25 13F Sippican Capital Advisors 65 988 0,30 1 898 -2,52
2025-08-14 13F/A Barclays Plc 62 378 49,29 2 0,00
2025-08-14 13F Price T Rowe Associates Inc /md/ 10 259 23,78 0
2025-08-14 13F Comerica Bank 720 21
2025-07-29 NP LONAX - Longboard Alternative Growth Fund Class A 5 886 169
2025-08-12 13F Heartland Advisors Inc 140 616 27,73 4 046 24,12
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 31 376 2,51 903 -0,44
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 353 59,73 10 50,00
2025-06-25 NP PQJCX - PGIM Jennison Small-Cap Core Equity Fund Class R6 2 495 73,99 69 53,33
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 14 642 2,81 421 0,00
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 4 523 21,46 130 18,18
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 2 642 16,34 76 13,43
2025-08-14 13F Fmr Llc 4 318 144,92 124 138,46
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 48 994 6,90 1 359 -6,21
2025-08-12 13F Stieven Capital Advisors, L.P. 130 400 0,08 3 752 -2,77
2025-07-16 13F Signaturefd, Llc 365 81,59 11 100,00
2025-07-22 13F Gsa Capital Partners Llp 18 107 1
2025-08-06 13F True Wealth Design, LLC 26 1
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 5 795 167
2025-08-05 13F Hills Bank & Trust Co 5 920 1,63 170 -1,16
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 6 763 33,16 194 25,97
2025-08-14 13F Raymond James Financial Inc 39 629 15,87 1 140 12,65
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 9 671 6,87 278 4,12
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 764 26,91 22 23,53
2025-08-14 13F Citadel Advisors Llc 20 316 584
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 4 334 28,45 125 25,25
2025-07-22 13F Clarius Group, LLC 11 503 331
2025-08-14 13F Susquehanna International Group, Llp 31 902 20,01 918 16,52
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 327 0,93 9 0,00
2025-06-26 NP TCAAX - Thrivent Moderately Conservative Allocation Fund Class A 2 249 17,50 62 3,33
2025-08-14 13F State Street Corp 483 026 40,52 13 897 36,53
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 1 861 38,57 54 35,90
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 24 356 13,55 676 -0,44
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 525 903 4,57 15 130 1,60
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 2 182 5,92 61 -7,69
2025-08-14 13F FJ Capital Management LLC 766 202 2,51 22 044 -0,40
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 13 0
2025-08-14 13F RMB Capital Management, LLC 167 032 8,26 4 806 5,19
2025-08-13 13F Fisher Asset Management, LLC 41 897 34,82 1 205 30,98
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 63 12,50 2 0,00
2025-08-14 13F Bank Of America Corp /de/ 31 720 62,19 913 57,51
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 35 547 12,18 1 023 8,96
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 979 263,94 28 300,00
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 4 393 15,54 126 12,50
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 3 387 44,56 97 40,58
2025-08-08 13F Geode Capital Management, Llc 502 898 13,22 14 471 10,00
2025-08-12 13F Jpmorgan Chase & Co 138 212 125,67 3 976 119,31
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 22 863 26,08 658 22,57
2025-08-27 NP AAHYX - Thrivent Diversified Income Plus Fund Class A 1 224 12,81 35 9,38
2025-08-14 13F Goldman Sachs Group Inc 558 617 5,06 16 071 2,08
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 72 4,35 2 0,00
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 29 053 111,00 806 85,06
2025-08-11 13F Citigroup Inc 17 923 24,72 516 21,18
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 141 173 4,93 3 916 -7,97
2025-08-26 NP PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares 33 995 6,92 978 3,93
2025-08-13 13F EverSource Wealth Advisors, LLC 402 12
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 113 400 13,38 3 146 -0,57
2025-08-12 13F Trexquant Investment LP 86 717 60,73 2 495 56,17
2025-08-26 NP NSCAX - Nuveen NWQ Small-Cap Value Fund - Class A This fund is a listed as child fund of Nuveen Asset Management, 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 105 751 3 042
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 600 50,00 17 54,55
2025-08-27 NP PGOAX - PGIM JENNISON SMALL COMPANY FUND Class A 610 547 2,40 17 565 -0,51
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 4 174 20,15 120 17,65
2025-08-12 13F Rhumbline Advisers 26 265 4,81 756 1,89
2025-08-01 13F Jennison Associates Llc 1 395 623 4,49 40 152 1,53
2025-08-14 13F Two Sigma Advisers, Lp 39 400 14,53 1 134 11,30
2025-08-13 13F Northwestern Mutual Wealth Management Co 3 415 98
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 181 754 5,42 5 229 2,43
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 1 449 98,49 40 73,91
2025-06-27 NP RSSL - Global X Russell 2000 ETF 11 673 10,61 324 -3,00
2025-08-08 13F/A Sterling Capital Management LLC 554 65,87 16 66,67
2025-08-15 13F Tower Research Capital LLC (TRC) 3 524 286,83 101 288,46
2025-08-13 13F MetLife Investment Management, LLC 12 778 15,21 368 11,89
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 4 015 234,03 116 228,57
2025-08-28 NP KRE - SPDR(R) S&P Regional Banking(SM) ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 110 491 3 179
2025-07-25 NP PSLAX - Putnam Small Cap Value Fund Class A Shares 83 528 47,24 2 401 39,03
2025-07-25 13F Cwm, Llc 3 175 238,85 0
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 5 773 17,43 166 14,48
2025-08-18 NP HRTVX - HEARTLAND VALUE FUND Investor Class 140 616 27,73 4 046 24,12
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 61 826 4,26 1 779 1,31
2025-08-29 NP BSVO - EA Bridgeway Omni Small-Cap Value ETF 74 974 9,56 2 157 6,47
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 8 742 243
2025-08-29 NP DHS - WisdomTree U.S. High Dividend Fund N/A 10 598 2,02 305 -0,98
2025-08-14 13F Ieq Capital, Llc 9 014 259
2025-07-22 NP FSTBX - FEDERATED GLOBAL ALLOCATION FUND Class A Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 590 17
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 96 831 13,54 2 784 7,20
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 1 880 20,05 54 14,89
2025-07-31 13F Nisa Investment Advisors, Llc 411 1 480,77 12
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 29 26,09 1
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 9 496 4,97 273 2,25
2025-08-12 13F Franklin Resources Inc 115 903 5,94 3 335 2,93
2025-08-14 13F Aqr Capital Management Llc 61 437 52,72 1 768 48,36
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 47 737 6,93 1 324 -6,23
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 41 600 40,07 1 196 32,30
2025-08-13 13F Invesco Ltd. 30 485 2,86 877 0,00
2025-08-27 NP RMBKX - RMB Mendon Financial Services Fund Class A 166 232 7,74 4 782 4,68
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Value Fund 32 768 6,90 943 3,86
2025-08-08 13F Hartland & Co., LLC 71 2
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 839 3,71 23 -8,00
2025-08-12 13F Dynamic Technology Lab Private Ltd 37 343 1 074
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 3 737 7,66 104 -5,50
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 543 57,85 16 50,00
2025-08-08 13F Larson Financial Group LLC 145 4
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 1 605 11,00 46 9,52
2025-08-27 NP Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 10 239 295
2025-08-12 13F XTX Topco Ltd 10 662 307
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 190 487 7,60 5 284 -5,63
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