TMP / Tompkins Financial Corporation - Institutional Ownership - Buyers

Tompkins Financial Corporation
US ˙ NYSEAM ˙ US8901101092

Institutional and Fund Ownership - Buyers

Major holders that have opened new positions in Tompkins Financial Corporation include Dynamic Technology Lab Private Ltd, SEIS - SEI Select Small Cap ETF, Horizon Investments, LLC, Squarepoint Ops LLC, Universal- Beteiligungs- und Servicegesellschaft mbH, Semanteon Capital Management, LP, Raymond James Financial Inc, EBI - Longview Advantage ETF, WSML - iShares MSCI World Small-Cap ETF, BNP Paribas Asset Management Holding S.A., Compass Financial Services Inc, MAI Capital Management, Bare Financial Services, Inc, UMA Financial Services, Inc., Fortitude Family Office, LLC, Twin Peaks Wealth Advisors, LLC, Hantz Financial Services, Inc., Skopos Labs, Inc., ETTOX - E*TRADE No Fee Total Market Index Fund, and Larson Financial Group LLC .

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
(%)
2025-08-12 13F Prudential Financial Inc 13,143 5.65 824 5.24
2025-07-16 13F State of Alaska, Department of Revenue 7,455 7.13 0
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 1,266 71.31 79 71.74
2025-08-12 13F American Century Companies Inc 144,120 1.76 9,041 1.36
2025-07-24 13F IFP Advisors, Inc 0 7
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 1,264 16.50 79 16.18
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 197,808 1.51 12,408 1.11
2025-08-14 13F Gallagher Fiduciary Advisors, LLC 7,516 24.58 471 24.27
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 119,458 1.30 7,494 0.90
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 1,785 9.38 112 8.82
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 64,113 9.97 3,937 -1.99
2025-08-15 13F Great West Life Assurance Co /can/ 12,542 9.22 1
2025-07-15 13F Fortitude Family Office, LLC 17 1
2025-07-28 NP HDG - ProShares Hedge Replication ETF 17 13.33 1 0.00
2025-08-07 13F Parkside Financial Bank & Trust 10 1
2025-08-14 13F Winton Capital Group Ltd 18,999 5.04 1,192 4.57
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 708 428.36 44 300.00
2025-08-14 13F Quantinno Capital Management LP 7,527 20.51 472 20.10
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 892 1,272.31 56 1,000.00
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 2,032 9.31 127 8.55
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 9,234 0.10 579 -0.17
2025-08-14 13F Price T Rowe Associates Inc /md/ 17,844 5.73 1 0.00
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 2,801 661.14 176 483.33
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 23,363 6.51 1,466 6.08
2025-08-08 13F Creative Planning 13,143 10.71 824 10.31
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 2,937 427.29 184 300.00
2025-08-26 NP Profunds - Profund Vp Small-cap Growth 115 1.77 7 0.00
2025-08-12 13F Public Sector Pension Investment Board 42,783 7.38 2,684 6.94
2025-08-05 13F Simplex Trading, Llc Put 600 100.00 0
2025-05-15 13F Texas Permanent School Fund 7,151 426
2025-07-08 13F Rise Advisors, LLC 16,132 0.04 1,012 -0.39
2025-08-05 13F Simplex Trading, Llc Call 200 0
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 2,078 69.08 128 51.19
2025-06-26 NP DFEOX - U.s. Core Equity 1 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 14,837 1.94 884 -13.25
2025-08-14 13F Horizon Investments, LLC 7,546 469
2025-08-08 13F Intech Investment Management Llc 16,450 110.60 1,032 109.98
2025-08-13 13F Invesco Ltd. 98,191 95.88 6,160 95.15
2025-08-12 13F Legal & General Group Plc 32,915 2.30 2,065 1.88
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 68,787 0.80 4,224 -10.17
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 19 5.56 1 0.00
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 108 0
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 3,761 11.27 236 10.85
2025-08-14 13F Aquatic Capital Management LLC 2,896 182
2025-07-31 13F State of New Jersey Common Pension Fund D 30,917 7.99 1,939 7.54
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 47 6.82 3 -33.33
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 1,616 3.86 96 -11.93
2025-08-21 NP MXLSX - Great-West Loomis Sayles Small Cap Value Fund Investor Class 5,500 17.02 345 16.55
2025-08-14 13F/A Barclays Plc 28,780 55.21 2 0.00
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 6,251 6.91 392 6.52
2025-08-04 13F Hantz Financial Services, Inc. 11 0
2025-07-28 NP QVMS - Invesco S&P SmallCap 600 QVM Multi-factor 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 2,174 10.69 133 -1.48
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 1,034 1,225.64 65 966.67
2025-08-13 13F Northwestern Mutual Wealth Management Co 228 0.88 14 0.00
2025-08-14 13F Fmr Llc 1,802 6.25 113 6.60
2025-06-26 NP THMAX - Thrivent Moderate Allocation Fund Class A 640 292.64 38 216.67
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 15,819 5.29 992 4.86
2025-08-12 13F Dynamic Technology Lab Private Ltd 18,072 1,134
2025-08-13 13F New York State Common Retirement Fund 5,417 41.92 0
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 192 60.00 11 37.50
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 6 0
2025-07-28 NP VCSLX - Small Cap Index Fund 5,411 11.29 332 -0.60
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 2,702 7.69 161 -8.00
2025-08-08 13F Geode Capital Management, Llc 310,539 3.83 19,481 3.40
2025-08-14 13F Colony Group, LLC 8,876 557
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 23,451 3.13 1,440 -8.11
2025-08-13 13F Bare Financial Services, Inc 24 2
2025-08-15 13F State of Tennessee, Treasury Department 24,327 26.63 1,526 26.22
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 17,903 0.86 1,067 -14.16
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 5,297 15.83 332 15.28
2025-08-28 NP SPWIX - Simt Small Cap Growth Fund Class I 9,586 266.30 601 266.46
2025-08-08 13F/A Sterling Capital Management LLC 364 65.45 23 69.23
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 93,166 3.80 5,553 -11.72
2025-08-14 13F Polymer Capital Management (US) LLC 6,970 8.79 437 8.44
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 4,385 1.32 275 1.10
2025-08-13 13F Quantbot Technologies LP 2,411 151
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 699 9.73 42 -6.82
2025-08-12 13F MAI Capital Management 33 2
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 1,672 22.49 103 8.51
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 1,365 84
2025-08-12 13F Global Retirement Partners, LLC 1,014 0.70 64 -7.35
2025-08-26 13F/A Thrivent Financial For Lutherans 23,628 156.13 1
2025-06-26 NP ISCV - iShares Morningstar Small-Cap Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,634 4.95 97 -11.01
2025-07-29 NP EBI - Longview Advantage ETF 1,404 86
2025-08-14 13F Manufacturers Life Insurance Company, The 4,982 8.21 313 7.96
2025-06-25 NP FNCL - Fidelity MSCI Financials Index ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,924 26.46 234 7.37
2025-08-14 13F Man Group plc 33,174 27.62 2,081 27.12
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 2,411 15.14 144 -2.05
2025-08-12 13F LPL Financial LLC 37,715 6.22 2,366 5.77
2025-08-26 NP FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF 897 7.30 56 7.69
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 25,893 13.66 1,590 1.27
2025-07-16 13F Signaturefd, Llc 135 20.54 8 14.29
2025-08-21 NP MXISX - Great-West S&P Small Cap 600 Index Fund Investor Class 9,835 9.88 617 9.41
2025-08-14 13F Bnp Paribas Arbitrage, Sa 6,701 164.65 420 164.15
2025-08-20 NP ASMOX - AQR Small Cap Momentum Style Fund Class I 2,271 106.08 142 105.80
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 1,977 29.47 118 10.38
2025-08-15 13F Tower Research Capital LLC (TRC) 2,005 6.08 126 5.04
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 6,544 6.65 411 6.22
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 17,713 8.00 1,088 -3.72
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 128,635 1.14 7,667 -13.97
2025-08-14 13F Sei Investments Co 7,069 5.26 444 4.98
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 78,879 5.36 4,701 -10.39
2025-08-13 13F EverSource Wealth Advisors, LLC 282 984.62 18 1,600.00
2025-07-29 NP VFMFX - Vanguard U.S. Multifactor Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,656 24.65 224 10.89
2025-08-28 NP SLLAX - SIMT Small Cap Fund Class F 9,589 1.39 602 1.01
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 3,224 202
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 3,627 228
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 684 42.50 42 24.24
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 397,179 8.26 24,915 7.83
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 13,964 1.87 876 1.39
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 2,305 76.63 142 58.43
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 657 7.53 41 7.89
2025-07-21 13F Cornell Pochily Investment Advisors, Inc. 124,374 1.83 7,802 1.42
2025-08-28 NP SEIS - SEI Select Small Cap ETF 10,212 641
2025-08-14 13F Two Sigma Investments, Lp 22,727 9.34 1,426 8.86
2025-08-08 13F Compass Financial Services Inc 57 4
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 13 1
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Proequities, Inc. 0 0
2025-06-27 NP RSSL - Global X Russell 2000 ETF 7,724 6.49 460 -9.45
2025-08-13 13F Northern Trust Corp 139,368 0.42 8,743 0.01
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 2,918 1.18 183 1.10
2025-07-31 13F Quest Partners LLC 7 0
2025-06-26 NP TAAAX - Thrivent Aggressive Allocation Fund Class A 580 806.25 35 580.00
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 1,043 11.43 65 12.07
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 36,225 4.62 2,159 -11.01
2025-08-14 13F/A Skopos Labs, Inc. 11 1
2025-08-14 13F Wells Fargo & Company/mn 10,823 10.34 679 9.89
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 2,634 5.49 165 5.10
2025-08-14 13F Hotchkis & Wiley Capital Management Llc 111,065 8.71 6,967 8.28
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 2,414 2.33 151 2.03
2025-08-07 13F Allworth Financial LP 2,580 3,207.69 162 3,925.00
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 21,612 4.25 1,288 -11.29
2025-08-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 8,567 204.12 537 217.75
2025-08-12 13F Rhumbline Advisers 37,918 4.33 2,379 3.93
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 4,468 2.06 280 1.82
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 30,988 4.02 1,903 -7.31
2025-06-26 NP AALGX - Thrivent Global Stock Fund Class A 694 459.68 41 355.56
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 4 33.33 0
2025-08-29 NP DHS - WisdomTree U.S. High Dividend Fund N/A 8,618 2.01 541 1.50
2025-08-14 13F Qube Research & Technologies Ltd 8,594 15.88 539 15.42
2025-07-15 13F Cardinal Capital Management 19,335 4.45 1,213 4.03
2025-08-14 13F Raymond James Financial Inc 3,252 204
2025-08-08 13F SG Americas Securities, LLC 11,772 14.48 1
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 32 6.67 2 100.00
2025-07-11 13F/A Umb Bank N A/mo 30 200.00 2
2025-08-12 13F Dimensional Fund Advisors Lp 600,158 1.46 37,649 1.07
2025-08-11 13F Semanteon Capital Management, LP 3,312 208
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 681 44.59 43 44.83
2025-06-26 NP TMAAX - Thrivent Moderately Aggressive Allocation Fund Class A 1,032 460.87 62 335.71
2025-08-11 13F Vanguard Group Inc 1,391,263 4.07 87,274 3.66
2025-08-27 NP VISVX - Vanguard Small-Cap Value 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 203,039 2.61 12,737 2.21
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 2,621 11.82 164 11.56
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 14,731 7.03 924 6.70
2025-08-14 13F Citadel Advisors Llc 18,805 54.52 1,180 53.92
2025-08-14 13F D. E. Shaw & Co., Inc. 22,032 3.27 1,382 2.90
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 47 2.17 3 0.00
2025-08-12 13F Franklin Resources Inc 8,799 0.69 552 0.18
2025-08-26 NP Profunds - Profund Vp Small-cap 31 6.90 2 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 333 39.92 21 42.86
2025-07-15 13F Fifth Third Bancorp 13 62.50 1
2025-07-29 13F Chicago Partners Investment Group LLC 11,222 0.50 730 6.57
2025-08-13 13F Arizona State Retirement System 3,581 2.02 225 1.36
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 1,446 2.55 86 -12.24
2025-08-08 13F Principal Financial Group Inc 70,894 13.34 4,447 12.90
2025-08-01 13F Teacher Retirement System Of Texas 15,466 25.06 970 24.68
2025-08-12 13F SRS Capital Advisors, Inc. 89 81.63 6 66.67
2025-08-11 13F Rothschild Investment Llc 25 66.67 2
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 69 6.15 4 0.00
2025-08-12 13F Charles Schwab Investment Management Inc 121,144 2.20 7,599 1.80
2025-08-27 13F/A Squarepoint Ops LLC 3,790 238
2025-08-08 13F Larson Financial Group LLC 1 0
2025-07-08 13F Parallel Advisors, LLC 40 73.91 3 100.00
2025-07-28 NP SMDV - ProShares Russell 2000 Dividend Growers ETF 106,063 6.26 6,512 -5.29
2025-07-14 13F UMA Financial Services, Inc. 21 1
2025-08-13 13F MetLife Investment Management, LLC 8,435 10.29 529 9.98
2025-08-11 13F United Capital Financial Advisers, Llc 21,283 10.97 1,335 10.60
2025-08-13 13F Hsbc Holdings Plc 5,424 345
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 31,642 3.13 1,886 -12.28
2025-08-06 13F Commonwealth Equity Services, Llc 7,216 17.58 0
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 4,441 2.71 279 2.21
2025-08-11 13F Lsv Asset Management 27,170 2
2025-07-10 13F Burns J W & Co Inc/ny 3,413 0.62 214 0.47
2025-05-27 NP GAFCX - Virtus AlphaSimplex Global Alternatives Fund Class C 875 53.51 55 44.74
2025-08-11 13F Covestor Ltd 16 128.57 0
2025-08-14 13F Two Sigma Advisers, Lp 20,100 0.50 1,261 0.08
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 2,066 8.45 130 8.40
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 9,659 2.11 606 1.68
2025-08-04 13F Atria Investments Llc 7,360 22.67 462 22.28
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 303 28.94 19 35.71
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 1,093 19.32 65 1.56
2025-08-14 13F Ubs Asset Management Americas Inc 37,297 45.89 2,340 45.28
2025-06-26 NP TCAAX - Thrivent Moderately Conservative Allocation Fund Class A 102 325.00 6 500.00
2025-08-14 13F Royal Bank Of Canada 14,334 2.20 899 1.81
2025-07-24 NP HSMNX - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 7,274 36.78 447 21.86
2025-08-27 NP NAESX - Vanguard Small-Cap 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 317,497 4.11 19,917 3.70
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 36,089 2.02 2,151 -13.24
Other Listings
DE:8J0 €60.50
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