JMSB - John Marshall Bancorp, Inc. Azioni - Prezzo delle azioni, proprietà istituzionale, azionisti (NasdaqCM)

John Marshall Bancorp, Inc.
US ˙ NasdaqCM ˙ US47805L1017

Statistiche di base
Proprietari istituzionali 146 total, 146 long only, 0 short only, 0 long/short - change of 4,29% MRQ
Allocazione media del portafoglio 0.0408 % - change of 2,41% MRQ
Azioni in circolazione shares (source: Capital IQ)
Azioni istituzionali (Long) 8.570.034 - 60,48% (ex 13D/G) - change of 0,13MM shares 1,59% MRQ
Valore istituzionale (Long) $ 119.920 USD ($1000)
Proprietà istituzionale e azionisti

John Marshall Bancorp, Inc. (US:JMSB) ha 146 proprietari istituzionali e azionisti che hanno presentato i moduli 13D/G o 13F alla Securities Exchange Commission (SEC). Queste istituzioni detengono un totale di 8,570,034 azioni. I maggiori azionisti includono T. Rowe Price Investment Management, Inc., PRSVX - T. Rowe Price Small-Cap Value Fund, Inc., BlackRock, Inc., Vanguard Group Inc, FJ Capital Management LLC, Toth Financial Advisory Corp, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Evermay Wealth Management Llc, IWM - iShares Russell 2000 ETF, and Geode Capital Management, Llc .

(John Marshall Bancorp, Inc. (NasdaqCM:JMSB) la struttura proprietaria istituzionale mostra le attuali posizioni nella società da parte di istituzioni e fondi, nonché le ultime variazioni nella dimensione della posizione. I principali azionisti possono essere singoli investitori, fondi comuni, hedge fund o istituzioni. L'allegato 13D indica che l'investitore detiene (o ha detenuto) più del 5% della società e intende (o intendeva) perseguire attivamente un cambiamento nella strategia aziendale. L'allegato 13G indica un investimento passivo superiore al 5%.

The share price as of September 8, 2025 is 20,38 / share. Previously, on September 9, 2024, the share price was 18,46 / share. This represents an increase of 10,40% over that period.

JMSB / John Marshall Bancorp, Inc. Institutional Ownership
Indice del sentiment dei fondi

L'indice del sentiment dei fondi (anche noto come "indice di accumulo di proprietà") individua i titoli più acquistati dai fondi. È il risultato di un sofisticato modello quantitativo multi-fattore che identifica le società con i più alti livelli di accumulo istituzionale. Il modello utilizza una combinazione dell'aumento totale dei proprietari dichiarati, delle variazioni nelle allocazioni di portafoglio di tali proprietari e di altre metriche. Il punteggio varia da 0 a 100: i numeri più alti indicano un livello di accumulo superiore ad altre società, mentre 50 rappresenta la media.

Frequenza di aggiornamento: giornaliera

Consulta Ownership Explorer per visualizzare l'elenco delle aziende con il ranking più alto.

Rapporto put/call istituzionale

Oltre a segnalare le emissioni standard di titoli azionari e di debito, gli istituti con più di 100 milioni di asset in gestione devono anche dichiarare le loro partecipazioni in opzioni put e call. Poiché le opzioni put indicano generalmente un sentiment negativo e le opzioni call un sentiment positivo, possiamo avere un'idea del sentiment istituzionale complessivo attraverso il rapporto tra put e call. Il grafico a destra mostra il rapporto storico put/call per questo strumento.

L'utilizzo del rapporto put/call come indicatore del sentiment degli investitori consente di superare una delle principali lacune dell'utilizzo della proprietà istituzionale totale, ovvero il fatto che una quantità significativa di asset in gestione viene investita passivamente per seguire gli indici. Generalmente, i fondi a gestione passiva non acquistano opzioni, per cui il rapporto put/call riflette più fedelmente il sentiment dei fondi a gestione attiva.

JMSB / John Marshall Bancorp, Inc. Historical Put/Call Ratio
Depositi 13D/G

Presentiamo i depositi 13D/G separatamente dai depositi 13F a causa del diverso trattamento da parte della SEC. I depositi 13D/G possono essere presentati da gruppi di investitori (con un unico leader), mentre i depositi 13F no. Ciò comporta situazioni in cui un investitore può depositare un documento 13D/G riportando un valore per il totale delle azioni (che rappresenta tutte le azioni possedute dal gruppo di investitori), e poi depositare un documento 13F riportando un valore diverso per il totale delle azioni (che rappresenta esclusivamente la propria proprietà). Ciò significa che la proprietà delle azioni nei depositi 13D/G e nei depositi 13F spesso non sono direttamente comparabili, pertanto le presentiamo separatamente.

Nota: a partire dal 16 maggio 2021, non mostriamo più i proprietari che non hanno depositato un documento 13D/G nellultimo anno. In precedenza, mostravamo lintero storico dei depositi 13D/G. In generale, le entità che sono tenute a depositare i documenti 13D/G devono farlo almeno una volta all'anno prima di presentare un deposito di chiusura. Tuttavia, a volte i fondi escono dalle posizioni senza presentare un deposito di chiusura (cioè, procedono a una liquidazione), per cui la visualizzazione dell'intero storico a volte generava confusione sull'attuale proprietà. Per evitare confusione, ora mostriamo solo i proprietari "attuali", ossia quelli che hanno effettuato un deposito nell'ultimo anno.

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Data di deposito Modulo Investitore Azioni
precedenti
Ultime
azioni
Δ Azioni
(Percentuale)
Proprietà
(Percentuale)
Δ Proprietà
(Percentuale)
2025-02-14 13G/A T. Rowe Price Investment Management, Inc. 1,788,668 1,943,902 8.68 13.70 8.73
Depositi 13F e NPORT

Le informazioni relative ai depositi 13F sono gratuite. Per accedere alle informazioni relative ai depositi NP è necessario un'abbonamento premium. Le righe verdi indicano le nuove posizioni. Le righe rosse indicano le posizioni chiuse. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.

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Data di deposito Fonte Investitore Tipo Prezzo medio
(Stima)
Azioni Δ Azioni
(%)
Valore
dichiarato
($ 1000)
Δ Valore
(%)
Allocazione del portafoglio
(%)
2025-07-07 13F Versant Capital Management, Inc 256 5
2025-08-12 13F Charles Schwab Investment Management Inc 36.340 4,89 673 17,66
2025-08-13 13F MetLife Investment Management, LLC 7.245 -2,28 134 9,84
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 2.602 0,00 48 14,29
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 6.139 0,00 114 11,88
2025-08-14 13F Citadel Advisors Llc 13.066 -22,22 242 -12,64
2025-08-04 13F Amalgamated Bank 395 0,00 0
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 5.461 -11,13 101 0,00
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 2.518 0,00 47 12,20
2025-08-12 13F Legal & General Group Plc 1.165 10,32 22 23,53
2025-06-26 NP USMIX - Extended Market Index Fund 1.375 -9,90 24 -17,86
2025-08-28 NP SSBIX - State Street Balanced Index Fund Class K 127 0,00 2 0,00
2025-08-14 13F Fourthstone LLC 82.857 1.535
2025-08-12 13F Nuveen, LLC 28.304 -17,10 524 -7,09
2025-06-24 NP SWTSX - Schwab Total Stock Market Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4.443 0,00 76 -9,52
2025-08-14 13F California State Teachers Retirement System 907 0,00 17 14,29
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 122 2,52 2 0,00
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 2.644 15,21 49 29,73
2025-08-25 NP MMBUX - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 3.583 -12,12 66 -1,49
2025-08-26 NP IWV - iShares Russell 3000 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 5.857 -0,71 109 11,34
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 30.203 0,00 519 -9,11
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 44 -2,22 1
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 1.961 0,00 36 12,50
2025-08-13 13F Brown Advisory Inc 108.342 -6,11 2.008 5,30
2025-05-15 13F Lido Advisors, LLC 0 -100,00 0 -100,00
2025-08-04 13F Strs Ohio 1.600 0,00 30 11,54
2025-04-25 NP VRTTX - Vanguard Russell 3000 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 924 0,00 17 -15,00
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 22.108 0,00 386 -6,55
2025-08-07 13F Meridian Financial Partners LLC 57.619 0,00 1
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 30 0,00 1
2025-08-14 13F Wells Fargo & Company/mn 11.736 5,34 217 17,93
2025-08-14 13F UBS Group AG 13.587 -8,49 252 2,45
2025-08-14 13F Jane Street Group, Llc 13.456 -8,66 249 2,47
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 214 -2,28 4 -25,00
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 7.162 -4,17 133 7,32
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 587 0,00 10 0,00
2025-07-28 NP VCSLX - Small Cap Index Fund 8.298 73,49 145 61,80
2025-07-28 NP URTY - ProShares UltraPro Russell2000 915 -28,46 16 -34,78
2025-08-14 13F Bank Of America Corp /de/ 261.034 -0,65 4.837 11,43
2025-08-14 13F Royal Bank Of Canada 22.074 -1,58 409 10,54
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 3 0,00 0
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 28.402 0,69 526 13,12
2025-08-15 13F Morgan Stanley 23.180 9,03 430 22,22
2025-08-14 13F Millennium Management Llc 13.951 259
2025-08-07 13F Allworth Financial LP 4 0
2025-08-12 13F Jpmorgan Chase & Co 9.485 -53,80 176 -48,38
2025-08-15 13F Tower Research Capital LLC (TRC) 1.433 97,11 27 116,67
2025-08-28 NP SSMHX - State Street Small/mid Cap Equity Index Portfolio 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 4.000 -16,67 74 -6,33
2025-09-04 13F/A Advisor Group Holdings, Inc. 10.411 193
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 68.372 0,53 1.192 -5,99
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 12 -14,29 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 1.710 81,91 32 106,67
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 21.945 0,00 407 12,15
2025-08-12 13F Deutsche Bank Ag\ 7.054 -34,33 131 -26,55
2025-05-29 NP JAFEX - Total Stock Market Index Trust NAV 243 47,27 4 33,33
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 1.937 0,00 36 12,90
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 2.554 -7,13 47 4,44
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 2.700 0,00 47 -6,00
2025-08-27 NP VBINX - Vanguard Balanced Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10.000 0,00 185 12,12
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 7.315 0,00 136 12,50
2025-08-13 13F Cresset Asset Management, LLC 102.949 -0,00 1.939 14,00
2025-08-14 13F Mariner, LLC 16.308 0,10 302 12,27
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 4.570 17,18 85 31,25
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 444 0,00 8 -12,50
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 372 73,02 7 100,00
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 123.479 0,81 2.123 -8,38
2025-07-30 13F Evermay Wealth Management Llc 333.980 0,00 6.278 13,78
2025-08-14 13F Susquehanna International Group, Llp 30.228 77,23 560 99,29
2025-08-05 13F Bank of New York Mellon Corp 28.789 -0,89 533 11,27
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 296 -45,99 5 -44,44
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 15.873 0,00 273 -9,33
2025-08-13 13F Elizabeth Park Capital Advisors, Ltd. 105.339 -24,40 1.952 -15,21
2025-08-14 13F/A Barclays Plc 21.148 67,84 0
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 184.802 0,00 3.424 12,19
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 400 0,00 7 16,67
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 368.841 0,00 6.835 12,16
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 62.616 9,22 1.092 2,15
2025-08-12 13F Proequities, Inc. 0 0
2025-08-28 NP IWM - iShares Russell 2000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 307.392 -8,37 5.696 2,78
2025-07-24 NP FNCMX - Fidelity Nasdaq Composite Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8.444 0,00 147 -6,37
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 51 6,25 1
2025-08-12 13F MAI Capital Management 222.976 0,00 4.132 12,16
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 916 0,00 16 -11,76
2025-08-14 13F State Street Corp 212.177 0,68 3.993 14,71
2025-07-28 NP HDG - ProShares Hedge Replication ETF 16 6,67 0
2025-08-12 13F Ameritas Investment Partners, Inc. 1.260 0,00 23 15,00
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 28.751 2,74 533 15,15
2025-07-09 13F Harbor Capital Advisors, Inc. 123 2,50 0
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 946 0,00 18 13,33
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 13.532 0,88 251 13,12
2025-07-29 NP VTWV - Vanguard Russell 2000 Value Index Fund 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 8.123 -5,89 142 -11,87
2025-08-28 NP TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 1.188 0,00 22 15,79
2025-07-17 13F Patton Albertson Miller Group, Llc 0 -100,00 0
2025-08-14 13F Goldman Sachs Group Inc 0 -100,00 0
2025-08-13 13F Russell Investments Group, Ltd. 0 -100,00 0
2025-08-13 13F New York State Common Retirement Fund 4.667 0,00 0
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 1.422 2,45 24 -7,69
2025-07-21 13F Ameritas Advisory Services, LLC 2.415 45
2025-08-26 NP Profunds - Profund Vp Small-cap 29 3,57 1
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 3.314 -4,27 61 7,02
2025-08-14 13F Snowden Capital Advisors LLC 21.017 396
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 15.758 0,00 292 11,92
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 4.296 0,00 80 12,86
2025-08-13 13F Northern Trust Corp 104.177 -3,45 1.930 8,31
2025-08-14 13F Raymond James Financial Inc 5.625 104
2025-07-28 NP UWM - ProShares Ultra Russell2000 1.249 -18,68 22 -25,00
2025-08-26 NP PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. 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 1.269.053 2,43 23.516 14,89
2025-08-19 13F Advisory Services Network, LLC 10.900 201
2025-08-26 NP TLSTX - Stock Index Fund 164 0,00 3 50,00
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 1.289 8,59 24 21,05
2025-04-15 13F SG Americas Securities, LLC 0 -100,00 0
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 109.866 -4,47 2.036 7,16
2025-05-28 NP QCEQRX - Equity Index Account Class R1 5.837 0,00 96 -17,95
2025-07-25 13F Cwm, Llc 136 94,29 0
2025-08-12 13F Rhumbline Advisers 19.260 7,09 357 19,87
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 1.610 0,00 30 11,54
2025-06-27 NP RSSL - Global X Russell 2000 ETF 7.542 5,19 130 -4,44
2025-07-14 13F Toth Financial Advisory Corp 402.888 -3,28 7.466 8,49
2025-06-26 NP BLACKROCK FUNDS - iShares Total U.S. Stock Market 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 759 0,00 13 -7,14
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 3.207 0,00 59 13,46
2025-08-06 13F Atlantic Union Bankshares Corp 3.375 63
2025-08-14 13F T. Rowe Price Investment Management, Inc. 2.018.405 3,10 37 15,63
2025-06-26 NP TIEIX - TIAA-CREF Equity Index Fund Institutional Class 10.716 0,00 184 -8,91
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 18 5,88 0
2025-08-14 13F Fmr Llc 72 -69,87 1 -66,67
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 1.260 0,00 23 15,00
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 1.953 0,00 36 12,50
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 129 -29,51 2 -33,33
2025-08-13 13F EverSource Wealth Advisors, LLC 83 2
2025-08-08 13F Geode Capital Management, Llc 295.870 1,50 5.484 13,85
2025-08-11 13F Citigroup Inc 4.243 -51,11 79 -45,45
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 17.538 8,28 306 0,99
2025-07-31 13F Nisa Investment Advisors, Llc 700 0,00 13 18,18
2025-07-14 13F GAMMA Investing LLC 235 230,99 4 300,00
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 2.281 0,00 42 13,51
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 2.544 -25,18 47 -16,07
2025-07-24 13F IFP Advisors, Inc 1 0
2025-08-14 13F FJ Capital Management LLC 413.353 29,12 7.659 44,84
2025-08-11 13F Covestor Ltd 64 6.300,00 0
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 990 -14,06 18 -5,26
2025-06-18 NP GMRAX - Nationwide Small Cap Index Fund Class A 1.161 0,00 20 -9,52
2025-05-12 13F Sandy Spring Bank 3.375 0,00 56 -17,91
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 9.300 0,00 172 12,42
2025-08-06 13F True Wealth Design, LLC 1 -50,00 0
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 2.200 0,00 38 -9,76
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 3.657 20,53 68 34,00
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 911 3,17 16 -6,25
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 64 0,00 1 0,00
2025-08-11 13F Vanguard Group Inc 654.976 0,96 12.137 13,24
2025-08-12 13F Corebridge Financial, Inc. 0 -100,00 0
2025-08-12 13F BlackRock, Inc. 875.066 -2,64 16.215 9,20
2025-08-08 13F/A Sterling Capital Management LLC 354 63,89 7 100,00
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 2.876 37,81 49 25,64
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