AMR / Alpha Metallurgical Resources, Inc. - Institutional Ownership - Buyers

Alpha Metallurgical Resources, Inc.
US ˙ NYSE ˙ US0207641061

Institutional and Fund Ownership - Buyers

Major holders that have opened new positions in Alpha Metallurgical Resources, Inc. include QASCX - Federated MDT Small Cap Core Fund Class A Shares, New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class, Jain Global LLC, PMJIX - PIMCO RAE US Small Fund Institutional Class, New Age Alpha Variable Funds Trust - NAA SMID-CAP VALUE SERIES, Kennondale Capital Management LLC, FNDX - Schwab Fundamental U.S. Large Company Index ETF, Investment House Llc, First Citizens Bank & Trust Co, Semanteon Capital Management, LP, Envestnet Portfolio Solutions, Inc., SFLNX - Schwab Fundamental US Large Company Index Fund Institutional Shares, DEEP - Roundhill Acquirers Deep Value ETF, New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES, WSML - iShares MSCI World Small-Cap ETF, SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF, Glenmede Investment Management, LP, FSCC - Federated Hermes MDT Small Cap Core ETF, AVUQ - Avantis U.S. Quality ETF, and Hantz Financial Services, Inc. .

This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.

Upgradeto unlock premium data.

File Date Source Investor Type Avg Price
(Est)		 Shares Δ Shares
(%)		 Reported
Value
($1000)		 Δ Value
(%)		 Port Alloc
(%)
2025-08-29 NP PMJIX - PIMCO RAE US Small Fund Institutional Class 8,056 906
2025-07-29 NP WPGHX - WPG Partners Select Hedged Fund Institutional 0 -100.00 0 -100.00
2025-08-08 13F Pnc Financial Services Group, Inc. 205 107.07 23 91.67
2025-08-26 NP SCRSX - Small Cap Core Portfolio SCB Class 12,163 28.94 1,368 15.83
2025-08-28 NP WAGNX - Pabrai Wagons Fund Retail Class 27,710 45.84 3,117 30.98
2025-07-28 NP AVUQ - Avantis U.S. Quality ETF 143 16
2025-08-11 13F Citigroup Inc 28,993 39.22 3,261 25.04
2025-06-24 NP SFLNX - Schwab Fundamental US Large 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 3,211 390
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 1,317 29.50 148 16.54
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 40 0
2025-08-27 NP PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 9,820 0.82 1,105 -9.43
2025-08-13 13F Jones Financial Companies Lllp 412 0.73 43 -15.69
2025-08-12 13F Public Sector Pension Investment Board 43,790 4.64 4,925 -6.03
2025-08-26 NP Profunds - Profund Vp Small-cap Growth 159 2.58 18 -10.53
2025-05-29 NP CSA - VictoryShares US Small Cap Volatility Wtd ETF 252 45.66 32 -8.82
2025-07-22 13F HFM Investment Advisors, LLC 1 0
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 670 30.86 75 17.19
2025-08-28 NP VYSVX - Vericimetry U.S. Small Cap Value Fund 1,958 56.89 220 41.03
2025-08-26 NP BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market 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 9,542 32.42 1,073 18.96
2025-08-13 13F Quadrature Capital Ltd 8,518 958
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 59,811 0.58 6,701 -18.05
2025-08-27 13F/A Impala Asset Management LLC 14,000 1,575
2025-05-30 NP SIFAX - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 0 -100.00 0 -100.00
2025-04-25 NP VFQY - Vanguard U.S. Quality 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 1,311 102.63 180 13.92
2025-08-12 13F Charles Schwab Investment Management Inc 181,166 0.95 20,378 -9.34
2025-05-30 NP New Age Alpha Variable Funds Trust - NAA SMID-CAP VALUE SERIES 7,245 907
2025-08-26 NP IPSIX - Voya Index Plus SmallCap Portfolio Class I 5,667 286.30 637 248.09
2025-07-11 13F Wedge Capital Management L L P/nc 7,944 27.98 894 14.93
2025-07-24 13F Mainstay Capital Management Llc /adv 2,338 263
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 1,795 8.39 202 -2.90
2025-08-13 13F Dalal Street, LLC 460,327 11.02 51,778 -0.29
2025-08-12 13F LPL Financial LLC 15,760 22.03 1,773 9.59
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 1,325 115.80 148 76.19
2025-06-24 NP QASGX - Federated MDT Small Cap Growth 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 4,549 435.18 552 256.13
2025-08-13 13F Norges Bank 4,825 543
2025-08-14 13F Verition Fund Management LLC 31,674 916.82 3,563 813.33
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 323 36.29 36 24.14
2025-07-28 NP VCSLX - Small Cap Index Fund 4,653 10.86 521 -9.71
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 2,110 17.35 256 -22.19
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 400 4.44 45 -6.38
2025-08-08 13F Atlantic Trust, LLC 2 0
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 27,269 2.57 3,309 -32.04
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 218 3.81 25 -7.69
2025-07-11 13F/A Umb Bank N A/mo 55 6
2025-08-08 13F Intech Investment Management Llc 18,308 39.23 2,059 25.09
2025-08-13 13F New York State Common Retirement Fund 12,972 9.27 1 0.00
2025-08-14 13F Aquatic Capital Management LLC 9,955 1,120
2025-08-08 13F/A Sterling Capital Management LLC 2,047 11.92 230 0.44
2025-08-13 13F Marshall Wace, Llp 46,974 5,284
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 2,212 14.55 249 2.90
2025-08-12 13F BlackRock, Inc. 2,117,497 8.44 238,176 -2.62
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 1,249 2.55 152 -32.29
2025-04-01 NP XSMO - Invesco S&P SmallCap Momentum ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 34,707 40.55 6,357 23.60
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market 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 2,966 14.38 334 2.78
2025-07-24 13F IFP Advisors, Inc 33 4
2025-07-25 13F Yousif Capital Management, Llc 4,429 2.93 498 -7.43
2025-08-12 13F NWF Advisory Services Inc. 49,551 17.05 6,206 -26.74
2025-08-14 13F Investment House Llc 5,810 654
2025-07-22 NP FSCC - Federated Hermes MDT Small Cap Core ETF 252 28
2025-08-14 13F Alliancebernstein L.p. 23,573 13.10 2,651 1.57
2025-08-14 13F Comerica Bank 5,626 4.11 633 -6.51
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 662 51.14 74 23.33
2025-08-26 NP Profunds - Profund Vp Small-cap 27 8.00 3 0.00
2025-08-28 NP SMVIX - Simt Small Cap Value Fund Class I 7,251 49.07 816 33.83
2025-08-07 13F ProShare Advisors LLC 2,601 0.62 293 -9.60
2025-08-12 13F Jpmorgan Chase & Co 75,437 65.98 8,485 49.07
2025-08-14 13F/A Skopos Labs, Inc. 242 35.96 27 22.73
2025-08-26 NP Profunds - Profund Vp Small-cap Value 89 1.14 10 -9.09
2025-08-13 13F Arizona State Retirement System 3,238 2.02 364 -8.31
2025-08-12 13F American Century Companies Inc 394,334 3.38 44,355 -7.16
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-28 NP SPGM - SPDR(R) Portfolio MSCI Global 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 220 4.27 25 -7.69
2025-07-28 NP IUS - Invesco RAFI(TM) Strategic US ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 621 3.85 70 -15.85
2025-07-24 NP BDSIX - BlackRock Advantage Small Cap Core Fund Institutional Shares This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 102,077 119.15 11,437 78.55
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Proequities, Inc. 0 0
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 578 8.24 65 -1.52
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 1,098 21.06 124 8.85
2025-08-26 NP JSCSX - JPMorgan U.S. Small Company Fund Class I 6,135 78.19 690 60.09
2025-08-11 13F Covestor Ltd 4,052 300.40 0
2025-08-28 NP USVM - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 22,112 48.33 2,487 33.21
2025-05-30 NP LQPE - PEO AlphaQuest(TM) Thematic PE ETF 29 4
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 1,488 7.98 167 -2.91
2025-07-22 13F Red Tortoise LLC 20 2
2025-08-14 13F Fuller & Thaler Asset Management, Inc. 136,745 0.39 15,381 -9.85
2025-08-29 NP STXK - Strive Small-Cap ETF 335 2.13 38 -9.76
2025-07-14 13F AdvisorNet Financial, Inc 268 21.82 30 11.11
2025-07-17 13F SummerHaven Investment Management, LLC 2,688 4.43 302 -6.21
2025-06-25 NP FYX - First Trust Small Cap Core AlphaDEX 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 20,478 147.23 2,485 -24.83
2025-08-14 13F California State Teachers Retirement System 14,094 36.28 1,585 22.39
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 467 86.80 53 67.74
2025-08-05 13F Bank of New York Mellon Corp 83,225 5.27 9,361 -5.46
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 1,239 73.77 139 56.18
2025-08-14 13F Jain Global LLC 8,600 967
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 41 2.50 5 -20.00
2025-07-22 13F Gsa Capital Partners Llp 20,068 190.13 2
2025-04-29 NP SEIAX - SIIT Multi-Asset Real Return Fund - Class A 0 -100.00 0 -100.00
2025-08-14 13F Ubs Asset Management Americas Inc 31,776 65.53 3,574 48.67
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 506 7.66 61 -29.07
2025-08-14 13F D. E. Shaw & Co., Inc. Call 16,100 13.38 1,811 1.80
2025-08-08 13F Mitsubishi UFJ Trust & Banking Corp 23,257 8.44 2,616 -2.64
2025-08-14 13F D. E. Shaw & Co., Inc. 128,422 101.86 14,445 81.28
2025-08-14 13F Susquehanna International Group, Llp Put 205,200 36.80 23,081 22.85
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 5,420 7.63 610 -3.33
2025-08-14 13F Susquehanna International Group, Llp Call 90,900 9.39 10,224 -1.77
2025-08-14 13F Smartleaf Asset Management LLC 125 171.74 13 160.00
2025-07-16 13F State of Alaska, Department of Revenue 6,513 7.49 1
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 39 2.63 5 -42.86
2025-08-15 13F Resources Management Corp /ct/ /adv 31 181.82 0
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 239 7.66 27 -3.70
2025-03-31 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 3,459 40.67 634 23.63
2025-08-14 13F PDT Partners, LLC 25,805 2,903
2025-08-14 13F Cubist Systematic Strategies, LLC Call 11,100 11.00 1,249 -0.32
2025-08-14 13F Cubist Systematic Strategies, LLC Put 10,800 5.88 1,215 -4.93
2025-05-30 NP SEIS - SEI Select Small Cap ETF 3,943 2.02 494 -36.22
2025-08-28 NP SLLAX - SIMT Small Cap Fund Class F 5,920 666
2025-08-12 13F Goehring & Rozencwajg Associates, LLC 73,893 0.28 8,311 -9.77
2025-03-25 NP FNX - First Trust Mid Cap Core AlphaDEX 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 22,582 15.40 4,136 1.47
2025-08-04 13F Strs Ohio 5,100 8.51 574 -2.55
2025-08-05 13F South Dakota Investment Council 3,858 0
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 4,219 7.11 475 -3.85
2025-05-15 13F Texas Permanent School Fund 15,101 1,833
2025-03-21 NP PCSGX - PACE Small/Medium Co Growth Equity Investments Class P 1,402 1,222.64 257 725.81
2025-08-13 13F Walleye Capital LLC 12,860 243.67 1,446 208.97
2025-08-18 13F/A Nomura Holdings Inc 78,080 32.37 8,782 18.88
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 815 11.64 92 0.00
2025-08-14 13F Financial Strategies Group, Inc. 8,292 32.08 1,016 37.30
2025-06-25 NP FYT - First Trust Small Cap Value AlphaDEX 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 6,419 111.36 779 -35.81
2025-07-25 NP AFMC - First Trust Active Factor Mid 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 1,126 47.77 126 21.15
2025-08-12 13F Prudential Financial Inc 12,363 6.32 2,818 3.45
2025-08-26 13F/A Thrivent Financial For Lutherans 8,062 0.39 1 -100.00
2025-07-29 13F Private Wealth Management Group, LLC 17 2
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 369 37.17 42 24.24
2025-07-24 13F Ronald Blue Trust, Inc. 914 68.01 103 50.00
2025-08-13 13F Centiva Capital, LP 11,122 155.09 1,251 129.12
2025-07-30 NP DEEP - Roundhill Acquirers Deep Value ETF 2,033 228
2025-08-14 13F Royal Bank Of Canada 2,298 13.26 259 1.97
2025-05-29 NP CSF - VictoryShares US Discovery Enhanced Volatility Wtd ETF 321 66.32 40 5.26
2025-08-13 13F Kilter Group LLC 8 1
2025-06-30 NP CAFG - Pacer US Small Cap Cash Cows Growth Leaders ETF 430 7.50 52 -28.77
2025-08-13 13F Mount Yale Investment Advisors, LLC 41 5
2025-08-14 13F State Street Corp 865,934 27.22 97,400 14.25
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 20,287 7.79 2,282 -3.22
2025-08-07 13F Hosking Partners LLP 72,190 20.29 8,120 8.02
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 549 6.60 67 -29.79
2025-03-28 NP VLLU - Harbor AlphaEdge Large Cap Value ETF 58 18.37 11 0.00
2025-08-15 13F Morgan Stanley 360,473 139.17 40,546 114.79
2025-08-14 13F Brevan Howard Capital Management LP 6,356 715
2025-08-13 13F State Board Of Administration Of Florida Retirement System 2,872 57.80 323 42.29
2025-08-13 13F Jump Financial, LLC 20,723 2,331
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 13,656 6.67 1,536 -4.18
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 3,850 1.40 433 -8.84
2025-03-28 NP GCSIX - Goldman Sachs Small Cap Equity Insights Fund Institutional 3,618 182.00 663 29.30
2025-07-24 13F Us Bancorp \de\ 167 108.75 19 80.00
2025-06-25 NP CCNR - ALPS | CoreCommodity Natural Resources ETF 8,308 15.09 1,008 -23.75
2025-08-13 13F Russell Investments Group, Ltd. 3,734 44.73 420 29.72
2025-08-26 NP JMEE - JPMorgan Market Expansion Enhanced Equity ETF 5,056 3.35 569 -7.19
2025-08-14 13F State Of Wisconsin Investment Board 22,266 43.62 2,504 29.01
2025-08-14 13F Freestone Grove Partners LP 17,893 129.66 2,013 106.36
2025-07-28 NP AVSC - Avantis U.S. Small Cap Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,291 100.29 705 63.34
2025-08-14 13F Goldman Sachs Group Inc 161,707 211.72 18,189 179.94
2025-08-13 13F Bare Financial Services, Inc 5 1
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 341,465 3.88 38,408 -6.72
2025-03-24 NP JSMD - Janus Henderson Small/Mid Cap Growth Alpha ETF 11,066 38.65 2,027 -22.38
2025-07-28 13F Allianz Asset Management GmbH 11,307 495.11 1,272 436.29
2025-08-13 13F Renaissance Technologies Llc 661,115 13.40 74,362 1.84
2025-08-11 13F Empowered Funds, LLC 12,041 2.68 1,354 -7.77
2025-04-28 NP SIXS - 6 Meridian Small Cap Equity ETF 5,187 3.97 713 -41.80
2025-05-20 NP FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF 638 10.00 80 -31.90
2025-08-11 13F Semanteon Capital Management, LP 4,205 473
2025-07-23 13F Mraz, Amerine & Associates, Inc. 14,877 21.66 1,673 8.21
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 2,381 6.77 268 -4.30
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 1,181 66.34 133 -33.67
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 2,123 5.83 258 -29.97
2025-08-12 13F Jefferies Financial Group Inc. 4,045 455
2025-08-29 NP ECML - Euclidean Fundamental Value ETF 11,706 2.69 1,317 -7.78
2025-03-27 NP RTSSX - Tax-Managed U.S. Mid & Small Cap Fund Class S 3,785 693
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 2,677 12.38 301 1.01
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 3,131 12.42 352 1.15
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 22,613 65.18 2,534 34.59
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 353,059 4.94 39,557 -14.50
2025-06-24 NP QASCX - Federated MDT Small Cap Core 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 19,368 2,350
2025-08-14 13F Manufacturers Life Insurance Company, The 6,256 1.23 704 -9.17
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 8,743 101.64 983 81.03
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 3,881 3.49 437 -7.04
2025-07-14 13F Opal Wealth Advisors, LLC 510 0.39 57 -9.52
2025-08-12 13F Trexquant Investment LP 4,459 502
2025-07-28 NP HDG - ProShares Hedge Replication ETF 14 7.69 2 0.00
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 3 0
2025-05-30 NP New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES 1,124 141
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 12,808 2.04 1,441 -8.40
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 473 14.25 53 -7.14
2025-08-14 13F Millennium Management Llc 191,427 80.41 21,532 62.02
2025-07-28 13F Mutual Advisors, LLC 7,535 57.70 1,012 68.11
2025-06-26 NP SMLF - iShares Edge MSCI Multifactor 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 10,500 11.16 1,274 -26.36
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 55,146 9.75 6,179 -10.59
2025-05-30 NP New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class 16,477 2,064
2025-08-14 13F Glenmede Investment Management, LP 326 37
2025-07-07 13F Versant Capital Management, Inc 111 8.82 12 0.00
2025-07-30 13F First Citizens Bank & Trust Co 4,278 481
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 2,323 2.43 261 -8.10
2025-05-29 NP AFDVX - Applied Finance Explorer Fund Investor Class 31,503 5.00 3,823 -30.45
2025-08-14 13F Fmr Llc 1,841 16.15 207 4.55
2025-08-04 13F Hantz Financial Services, Inc. 52 0
2025-08-13 13F Quantbot Technologies LP 17,050 39.81 1,918 25.54
2025-08-13 13F Alerus Financial Na 28 3
2025-08-14 13F Wells Fargo & Company/mn 7,929 33.06 892 19.44
2025-06-27 NP PRF - Invesco FTSE RAFI US 1000 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,844 60.77 466 6.64
2025-08-13 13F Walleye Trading LLC Call 6,100 45.24 686 30.42
2025-07-28 NP RWJ - Invesco S&P SmallCap 600 Revenue ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 25,216 24.11 2,825 1.15
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 4,133 465
2025-08-14 13F Vident Advisory, LLC 11,962 7.23 1,345 -3.72
2025-05-29 NP SFLO - VictoryShares Small Cap Free Cash Flow ETF 5,985 24.77 750 -21.90
2025-07-25 NP FNDX - Schwab Fundamental U.S. Large Company 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 5,923 664
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 8,989 1,011
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 1,611 13.69 195 -24.71
2025-08-14 13F UBS Group AG 73,522 6.69 8,270 -4.19
2025-08-13 13F Victory Capital Management Inc 26,615 5.68 2,994 -5.10
2025-08-27 NP RYBIX - Basic Materials Fund Investor Class 519 29.75 58 16.00
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 16 6.67 2 0.00
2025-08-27 NP OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 2,476 77.24 278 59.77
2025-04-24 NP OASC - OneAscent Small Cap Core ETF 205 17.14 28 -33.33
2025-08-14 13F Gendell Jeffrey L 296,396 30.89 33,339 17.54
2025-08-07 13F Illinois Municipal Retirement Fund 5,928 2.17 667 -8.26
2025-08-26 NP FSGS - Small Cap US Equity Select 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 2,184 35.48 246 21.89
2025-03-28 NP GSAOX - Goldman Sachs Small Cap Growth Insights Fund Class A 1,609 295
2025-08-27 NP RYDEX VARIABLE TRUST - Basic Materials Variable Annuity 123 19.42 14 8.33
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 1,738 11.34 195 0.00
2025-08-14 13F Ameriprise Financial Inc 56,972 103.11 6,408 82.41
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 666 0.15 75 -18.68
2025-08-14 13F Susquehanna Portfolio Strategies, LLC 38,547 654.05 4,336 577.34
2025-06-30 NP SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF 398 48
2025-08-01 13F Envestnet Asset Management Inc 3,477 391
2025-08-14 13F Bank Of America Corp /de/ 79,772 74.12 8,973 56.36
2025-08-14 13F Cinctive Capital Management LP 4,611 519
2025-08-18 13F Geneos Wealth Management Inc. 69 666.67 8 600.00
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 3,900 11.52 473 -26.09
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 819 92
2025-03-28 NP USCAX - Small Cap Stock Fund Shares 8,240 75.58 1,509 54.45
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 9,000 12.50 1,012 1.00
2025-08-14 13F Voya Investment Management Llc 8,863 100.20 997 79.78
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 8,062 0.39 907 -9.85
2025-08-28 NP XME - SPDR(R) S&P(R) Metals & Mining 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 362,308 30.42 40,752 17.12
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 27 3.85 3 0.00
2025-08-13 13F Kennondale Capital Management LLC 6,676 751
2025-08-12 13F Rhumbline Advisers 32,398 7.76 3,644 -3.21
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 15,646 9.00 1,753 -11.20
2025-09-04 13F/A Advisor Group Holdings, Inc. 23,861 238,510.00 2,684 268,200.00
2025-08-13 13F Hsbc Holdings Plc 7,999 238.51 897 208.97
2025-08-13 13F Towle & Co 76,744 71.48 8,632 54.01
2025-08-08 13F Geode Capital Management, Llc 268,609 6.13 30,219 -4.69
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 111,372 2.79 13,515 -31.90
2025-07-29 NP COAL - Range Global Coal Index ETF 10,080 72.96 1,129 40.95
2025-08-28 NP TPSC - Timothy Plan US Small Cap Core ETF 2,504 149.15 282 124.80
2025-08-08 13F Creative Planning 3,465 14.47 390 2.64
2025-08-14 13F Price T Rowe Associates Inc /md/ 109,766 0.90 12 -7.69
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 2,664 36.97 300 23.05
2025-08-13 13F EverSource Wealth Advisors, LLC 120 215.79 13 225.00
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 60 7.14 7 -14.29
2025-08-12 13F Laurel Wealth Advisors LLC 2,700 11,150.00 0 -100.00
2025-08-07 13F Sierra Ocean, Llc 19 137.50 2 100.00
2025-05-05 13F Lindbrook Capital, Llc 85 63.46 11 0.00
2025-08-20 NP TDVFX - Towle Deep Value Fund 14,794 119.76 1,664 97.39
2025-08-28 NP STMSX - Simt Tax-managed Small/mid Cap Fund Class F 1,566 133.73 176 112.05
2025-07-29 13F Stratos Wealth Advisors, LLC 15,966 48.95 1,796 33.76
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 13,157 0.14 1,480 -10.09
2025-03-25 NP FNK - First Trust Mid Cap Value AlphaDEX 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 8,314 20.84 1,523 6.21
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 3,540 0.65 398 -9.55
2025-07-09 13F Massmutual Trust Co Fsb/adv 22 144.44 2 100.00
2025-07-14 13F GAMMA Investing LLC 309 10.75 35 0.00
2025-08-13 13F Federated Hermes, Inc. 25,931 1.15 2,917 -9.19
2025-08-26 NP IJSIX - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 1,085 82.05 122 64.86
2025-07-10 13F Exchange Traded Concepts, Llc 12,325 24.71 1,386 12.05
2025-07-08 13F Parallel Advisors, LLC 59 391.67 7 500.00
2025-08-29 NP QSML - WisdomTree U.S. SmallCap Quality Growth Fund 159 29.27 18 13.33
2025-07-08 13F Rise Advisors, LLC 4 0
2025-08-05 13F Simplex Trading, Llc 7,046 228.48 1
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 2,815 7.61 317 -3.36
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 2,248 6.54 253 -4.55
2025-08-14 13F/A Barclays Plc 37,034 116.65 4 100.00
2025-07-28 NP AVUS - Avantis U.S. 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 7,615 9.74 853 -10.59
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 264 6.45 32 -28.89
2025-06-27 NP RSSL - Global X Russell 2000 ETF 6,683 6.74 811 -29.32
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 10,396 21.07 1,169 8.74
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