ATRC / AtriCure, Inc. - Institutional Ownership - Buyers

AtriCure, Inc.
US ˙ NasdaqGM ˙ US04963C2098

Institutional and Fund Ownership - Buyers

Major holders that have opened new positions in AtriCure, Inc. include IVSOX - Voya SmallCap Opportunities Portfolio Class I, Riverwater Partners LLC, MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class, Nomura Holdings Inc, Bailard, Inc., State of Tennessee, Treasury Department, AVSC - Avantis U.S. Small Cap Equity ETF, WSML - iShares MSCI World Small-Cap ETF, NWHDX - Nationwide Bailard Cognitive Value Fund Class A, PQJCX - PGIM Jennison Small-Cap Core Equity Fund Class R6, RUSC - U.S. Small Cap Equity Active ETF, Fortitude Family Office, LLC, and ETTOX - E*TRADE No Fee Total Market Index Fund .

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
(%)
2025-06-25 NP FAD - First Trust Multi Cap Growth 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 7,783 233
2025-08-08 13F SG Americas Securities, LLC 50,249 2
2025-04-24 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 95,710 1.30 3,708 8.52
2025-06-17 NP GSEQX - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 17,189 8.18 514 -18.80
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 9,219 11.46 302 13.53
2025-08-25 NP MMGEX - MassMutual Select Small Cap Growth Equity Fund Class A 46,811 1,534
2025-08-14 13F Hood River Capital Management LLC 3,061,059 2.06 100,311 3.68
2025-07-28 NP VCSLX - Small Cap Index Fund 20,257 12.03 700 0.00
2025-08-28 NP Humankind Benefit Corp - Humankind US Stock ETF 946 38.30 31 40.91
2025-08-27 NP ACSMX - Advisors Capital Small/Mid Cap Fund 95,400 18.66 3,126 20.56
2025-08-08 13F Bailard, Inc. 6,500 213
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 196 0.51 6 -28.57
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 7,416 3.88 243 5.65
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 1,116 13.76 37 16.13
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 2,407 6.79 72 -20.22
2025-06-30 NP VEXPX - VANGUARD EXPLORER 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 17,627 527
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 24,274 7.48 795 9.20
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 9,170 18.40 274 -11.04
2025-07-28 NP NBMIX - Neuberger Berman Small Cap Growth Fund Investor Class 139,437 3.22 4,820 -7.89
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 7,221 6.07 237 7.76
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 102,125 24.07 3,055 -6.92
2025-08-07 13F Commerce Bank 12,920 15.00 423 16.85
2025-07-29 13F Wcm Investment Management, Llc 327,498 69.38 10,572 71.77
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 16,976 9.51 508 -17.96
2025-07-14 13F GAMMA Investing LLC 154 37.50 5 66.67
2025-08-21 NP LUSIX - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 2,865 94
2025-08-26 NP WCMLX - WCM Small Cap Growth Fund Institutional Class Shares 13,192 40.79 432 43.05
2025-07-28 NP HDG - ProShares Hedge Replication ETF 62 10.71 2 0.00
2025-08-07 13F Allworth Financial LP 10 66.67 0
2025-08-12 13F Ameritas Investment Partners, Inc. 4,941 6.74 162 8.05
2025-08-13 13F Norges Bank 10,438 342
2025-08-15 13F Captrust Financial Advisors 7,299 8.92 239 10.65
2025-08-14 13F Colony Group, LLC 18,056 75.69 592 78.55
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 6,581 102.31 216 106.73
2025-05-30 NP SPWIX - Simt Small Cap Growth Fund Class I 11,200 8.64 361 -55.81
2025-08-12 13F Rhumbline Advisers 80,447 13.44 2,636 15.26
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 824 4.83 27 8.00
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 561 59.83 17 23.08
2025-08-11 13F B. Metzler seel. Sohn & Co. AG 49,876 59.01 1,634 61.62
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 70,810 10.52 2,448 -1.37
2025-08-14 13F Sit Investment Associates Inc 107,905 25.49 4 50.00
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 22,441 4.21 671 -21.79
2025-08-07 13F Parkside Financial Bank & Trust 66 340.00 2
2025-08-20 NP WAMCX - Wasatch Ultra Growth Fund Investor Class shares This fund is a listed as child fund of Wasatch Advisors 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 461,234 2.36 15,115 3.98
2025-08-13 13F Scotia Capital Inc. 37,220 1.67 1,220 3.22
2025-08-13 13F Renaissance Technologies Llc 377,700 22.67 12,377 24.62
2025-08-08 13F Principal Financial Group Inc 35,239 1,155
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 7,277 24.58 218 -6.47
2025-06-18 NP REBYX - U.S. Small Cap Equity Fund Class Y 20,871 -1,148.27 624 -889.87
2025-08-13 13F Invesco Ltd. 64,433 23.52 2,111 25.51
2025-08-14 13F Man Group plc 82,393 38.22 2,700 40.48
2025-08-26 NP IVSOX - Voya SmallCap Opportunities Portfolio Class I 50,831 1,666
2025-08-27 13F/A Squarepoint Ops LLC 186,965 64.73 6,127 67.33
2025-08-14 13F Wasatch Advisors Inc 506,822 3.10 16,609 4.73
2025-05-28 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 7,943 6.57 256 12.78
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 264,344 18.24 8,663 20.11
2025-08-14 13F Petrus Trust Company, LTA 12,601 66.68 413 69.55
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 16,214 12.32 531 14.19
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 113 0.89 4 0.00
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 14,085 3.22 462 4.77
2025-06-18 NP NWHDX - Nationwide Bailard Cognitive Value Fund Class A 2,600 78
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 117,688 3.00 3,520 -22.72
2025-08-01 13F Envestnet Asset Management Inc 58,460 3.18 1,916 4.82
2025-07-28 NP AVSC - Avantis U.S. Small Cap Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,945 136
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 7,836 64.07 257 66.23
2025-08-29 NP GWETX - AMG GW&K Small Cap Core Fund Class N 200,941 10.23 6,585 11.97
2025-08-26 NP FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF 3,575 15.25 117 17.00
2025-08-13 13F Marshall Wace, Llp 1,005,248 1.12 32,942 2.72
2025-08-14 13F Comerica Bank 1,059 43.30 35 47.83
2025-07-23 NP CFSSX - Column Small Cap Select Fund 56,556 13.68 1,955 1.45
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 12,988 5.00 426 6.52
2025-08-22 NP FESM - Fidelity Enhanced Small Cap ETF 78,870 67.59 2,585 70.22
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 32,954 112.65 1,139 89.83
2025-08-15 13F Tower Research Capital LLC (TRC) 5,492 502.85 180 517.24
2025-05-05 13F Lindbrook Capital, Llc 153 15.04 5 0.00
2025-08-14 13F Raymond James Financial Inc 252,523 2.06 8,275 3.67
2025-08-13 13F New York State Common Retirement Fund 17,064 22.82 1
2025-08-14 13F Deerfield Management Company, L.p. (series C) 11,138 365
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 237,229 9.62 8,201 -2.17
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 13,635 5.16 408 -21.12
2025-08-14 13F/A Barclays Plc 100,585 62.16 3 50.00
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 755,537 1.03 25 0.00
2025-08-28 NP IWO - iShares Russell 2000 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 423,460 53.64 13,877 56.07
2025-08-26 NP Profunds - Profund Vp Small-cap 111 3.74 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 1,329 30.29 44 34.38
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,492 235.90 164 152.31
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 789 3.00 25 8.70
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 63,606 1,902
2025-08-20 NP ASMOX - AQR Small Cap Momentum Style Fund Class I 2,484 81
2025-08-07 13F Campbell & CO Investment Adviser LLC 8,681 284
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 17,102 11.51 512 -16.37
2025-07-25 NP DCCAX - Delaware Small Cap Core Fund Class A 2,031,299 4.37 70,222 -6.86
2025-08-08 13F Geode Capital Management, Llc 1,181,737 1.25 38,731 2.84
2025-08-14 13F Wells Fargo & Company/mn 127,602 80.21 4,182 83.06
2025-08-14 13F California State Teachers Retirement System 45,001 1.56 1,475 3.15
2025-08-14 13F Wellington Management Group Llp 3,969,269 465.38 130,073 474.32
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 120,075 3.76 3,591 -22.15
2025-08-15 13F State of Tennessee, Treasury Department 5,607 184
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 35,703 2.88 1,170 4.47
2025-08-26 NP AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small Cap Growth Portfolio Class A 21,515 2.99 705 4.75
2025-05-23 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 2,727 0.33 88 4.82
2025-08-25 13F/A Neuberger Berman Group LLC 1,189,739 0.31 38,969 1.57
2025-08-08 13F Hartland & Co., LLC 288 7.46 9 12.50
2025-08-14 13F Royal Bank Of Canada 87,712 993.12 2,875 1,014.34
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 1,639 0.24 54 1.92
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 1,491,542 3.39 48,878 5.03
2025-08-04 13F Assetmark, Inc 1,571 13.35 51 15.91
2025-07-29 13F Virginia Retirement Systems Et Al 9,700 318
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-25 NP SSCDX - Sit Small Cap Dividend Growth Fund - Class I 17,300 38.40 567 40.45
2025-08-12 13F Proequities, Inc. 0 0
2025-08-08 13F Pnc Financial Services Group, Inc. 5,808 15.28 190 17.28
2025-08-12 13F Dimensional Fund Advisors Lp 820,108 15.34 26,874 17.17
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 83,843 3.58 2,748 5.21
2025-08-12 13F Dynamic Technology Lab Private Ltd 6,259 205
2025-06-27 NP HAPS - Harbor Corporate Culture Small Cap ETF 28,504 853
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 2,621 10.40 86 11.84
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 478,642 2.50 14,316 -23.11
2025-08-12 13F Charles Schwab Investment Management Inc 407,422 3.71 13,351 5.35
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 4,536 15.89 149 17.46
2025-06-30 NP PRFZ - Invesco FTSE RAFI US 1500 Small-Mid 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 24,409 17.13 730 -12.05
2025-08-27 NP VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 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 10,879 357
2025-08-08 13F Advisors Capital Management, LLC 169,162 6.85 5,543 8.54
2025-08-14 13F Nomura Holdings Inc 19,909 652
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 7,920 33.78 274 19.21
2025-06-25 NP FYC - First Trust Small Cap Growth 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 62,835 1,879
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio 124,453 26.14 4,078 28.16
2025-08-14 13F Fiduciary Trust Co 9,503 7.34 311 9.12
2025-08-13 13F Arizona State Retirement System 14,425 3.34 473 4.89
2025-07-31 13F AlTi Global, Inc. 7,264 0.01 238 1.71
2025-08-06 13F First Horizon Advisors, Inc. 1,572 8.64 52 10.87
2025-08-18 13F Geneos Wealth Management Inc. 1,135 37
2025-08-13 13F First Trust Advisors Lp 132,842 4,353
2025-07-15 13F Fortitude Family Office, LLC 37 1
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 9,333 1.88 306 3.39
2025-08-11 13F Vanguard Group Inc 4,906,218 4.07 160,777 5.71
2025-08-07 13F Acadian Asset Management Llc 204,423 4.52 7 0.00
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 201,214 121.86 6,594 125.40
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 56,449 2.33 1,850 3.93
2025-08-01 13F Bessemer Group Inc 34,610 0.09 1 0.00
2025-08-11 13F Knott David M Jr 46,443 88.64 1,522 91.56
2025-08-14 13F Lazard Asset Management Llc 43,011 1
2025-08-14 13F Bank Of America Corp /de/ 710,173 15.69 23,272 17.52
2025-08-14 13F Susquehanna International Group, Llp 66,170 1.04 2,168 2.65
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 9,138 273
2025-07-18 13F Truist Financial Corp 21,206 11.56 695 13.21
2025-08-14 13F Voya Investment Management Llc 710,400 5,437.45 23,280 5,536.56
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 108,388 13.24 3,242 -15.07
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 22,374 3.90 733 5.62
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 2,821 98
2025-08-14 13F Group One Trading, L.p. Call 100 3
2025-07-29 NP NKMCX - North Square Kennedy MicroCap Fund Class I 9,058 81.34 313 62.18
2025-08-01 13F Riverwater Partners LLC 33,665 1,103
2025-08-12 13F LPL Financial LLC 13,301 16.95 436 18.85
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 4,941 6.74 162 8.05
2025-06-26 NP TSMOX - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 118,181 5.03 3,535 -21.22
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 6,391 10.86 191 -16.59
2025-08-14 13F Price T Rowe Associates Inc /md/ 46,311 6.51 2 0.00
2025-07-23 NP CFSLX - Column Small Cap Fund 9,822 5.40 340 -6.09
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 189,539 8.02 6,211 9.73
2025-08-12 13F American Century Companies Inc 33,504 98.58 1,098 101.65
2025-08-12 13F Prudential Financial Inc 6,330 215
2025-08-22 NP FECGX - Fidelity Small Cap Growth 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 32,713 70.52 1,072 73.46
2025-08-14 13F Sei Investments Co 181,517 15.22 5,948 17.04
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 6,132 6.16 201 7.53
2025-07-22 13F Marks Group Wealth Management, Inc 28,973 36.76 949 38.95
2025-08-01 13F Teacher Retirement System Of Texas 7,512 5.40 246 7.42
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 768,813 1.21 25,194 2.81
2025-08-25 NP MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class 20,085 658
2025-08-12 13F XTX Topco Ltd 20,026 22.85 656 24.95
2025-06-26 NP FOCSX - Fidelity Small Cap Growth K6 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 231,956 0.33 6,938 -24.74
2025-08-11 13F GW&K Investment Management, LLC 1,008,340 2.73 33 6.45
2025-07-31 13F Nisa Investment Advisors, Llc 615 1.32 20 5.26
2025-08-14 13F Osterweis Capital Management Inc 315,530 6.74 10,340 8.42
2025-08-04 13F Strs Ohio 23,400 377.55 767 384.81
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 59,642 2.64 1,954 4.27
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 2,391 37.18 72 2.90
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 9,961 3.07 326 4.82
2025-08-25 NP SSMGX - Sit Small Cap Growth Fund 60,800 24.59 1,992 26.56
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 14,437 1.33 432 -24.12
2025-08-11 13F Portside Wealth Group, LLC 6,497 213
2025-08-14 13F Macquarie Group Ltd 2,503,205 2.72 82,030 4.35
2025-08-05 13F Nicholas Company, Inc. 192,635 8.53 6,313 10.23
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 31,174 39.16 1,022 41.41
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 1,281 12.66 38 -15.56
2025-08-26 NP GSCYX - SMALL CAP EQUITY FUND Institutional 75,675 7.15 2,480 8.82
2025-05-29 NP USVM - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 51,534 785.77 1,662 601.27
2025-07-11 13F Farther Finance Advisors, LLC 59 15.69 2 0.00
2025-08-27 NP HRNOX - Hood River New Opportunities Fund Institutional Shares 66,909 17.90 2,193 19.78
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 132,615 1.04 3,967 -24.21
2025-08-27 NP JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 159,370 47.07 5,223 49.41
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 11,016 7.47 361 9.09
2025-05-28 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 3,125 52.89 101 61.29
2025-08-25 NP HISCX - Hartford Small Cap Growth Hls Fund Ia 92,799 23.32 3,041 25.30
2025-08-07 13F Teachers Retirement System Of The State Of Kentucky 36,102 12.17 1 0.00
2025-08-22 NP OSTGX - Osterweis Emerging Opportunity Fund Investor Class 263,110 3.65 8,622 5.30
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 24,205 11.68 837 -0.36
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 3,416 7.93 112 8.82
2025-08-27 NP VSTCX - Vanguard Strategic Small-Cap Equity 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 19,295 67.77 632 70.35
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 5,379 2.55 161 -23.44
2025-05-15 13F/A Orion Portfolio Solutions, LLC 63,706 42.89 2,055 50.88
2025-06-25 NP PQJCX - PGIM Jennison Small-Cap Core Equity Fund Class R6 1,194 36
2025-08-14 13F UBS Group AG 116,156 12.74 3,806 14.54
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 11 0
2025-08-14 13F Citadel Advisors Llc Call 10,300 49.28 338 51.80
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 2,379 78
2025-07-24 13F Us Bancorp \de\ 1,887 18.46 62 19.61
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 266,274 0.56 9,205 -10.26
2025-08-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 31,798 20.28 1,042 -39.98
2025-03-21 NP HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio 9,000 75.44 359 105.75
2025-07-29 NP JSTC - Adasina Social Justice All Cap Global ETF 1,435 16.19 50 4.26
2025-08-14 13F Manufacturers Life Insurance Company, The 24,370 3.24 799 4.86
2025-07-09 13F First Bank & Trust 8,340 273
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 247 2.92 8 14.29
2025-08-13 13F Panagora Asset Management Inc 214,997 0.21 7,045 1.79
2025-08-12 13F Legal & General Group Plc 56,756 3.76 1,860 5.39
2025-08-12 13F Franklin Resources Inc 47,453 24.48 1,555 26.53
2025-06-27 NP RSSL - Global X Russell 2000 ETF 28,776 6.79 861 -19.93
2025-08-14 13F Brevan Howard Capital Management LP 23,529 192.61 771 197.68
2025-05-27 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 17,820 7.69 575 13.66
2025-08-05 13F Huntington National Bank 874 2.10 29 3.70
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 68 3.03 2 0.00
2025-08-20 NP RUSC - U.S. Small Cap Equity Active ETF 1,157 38
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