4XC1 - KalVista Pharmaceuticals, Inc. Ações - Preço das Ações, Propriedade Institucional, Acionistas (DB)

KalVista Pharmaceuticals, Inc.
DE ˙ DB ˙ US4834971032
€ 13,10 ↑0.10 (0.77%)
2026-02-25
PREÇO DA AÇÃO
Estatísticas Básicas
Proprietários Institucionais 228 total, 225 long only, 1 short only, 2 long/short - change of -10.71% MRQ
Preço da Ação 13.10
Alocação Média no Portfólio 0.1890 % - change of 61.64% MRQ
Ações em Circulação shares (source: Capital IQ)
Ações Institucionais (Longas) 70,054,628 - 138.59% (ex 13D/G) - change of 5.08MM shares 7.79% MRQ
Valor Institucional (Longa) $ 1,112,634 USD ($1000)
Propriedade Institucional e Acionistas

KalVista Pharmaceuticals, Inc. (DE:4XC1) tem 228 proprietários e acionistas institucionais que enviaram os formulários 13D/G ou 13F para a Comissão de Valores Mobiliários (SEC). Essas instituições possuem um total de 70,061,075 ações. Os maiores acionistas incluem VR Adviser, LLC, Frazier Life Sciences Management, L.P., Suvretta Capital Management, Llc, Tang Capital Management Llc, BlackRock, Inc., Millennium Management Llc, Capital World Investors, Vanguard Group Inc, Silverarc Capital Management, Llc, and Point72 Asset Management, L.P. .

KalVista Pharmaceuticals, Inc. (DB:4XC1) a estrutura de propriedade institucional mostra as posições atuais na empresa por instituições e fundos, bem como as últimas mudanças no tamanho da posição. Os principais acionistas podem incluir investidores individuais, fundos mútuos, fundos de cobertura ou instituições. O Schedule 13D indica que o investidor possui (ou possuía) mais de 5% da empresa e pretende (ou pretendia) buscar ativamente uma mudança na estratégia de negócios. O Schedule 13G indica um investimento passivo de mais de 5%.

The share price as of February 25, 2026 is 13.10 / share. Previously, on February 27, 2025, the share price was 10.20 / share. This represents an increase of 28.43% over that period.

DE:4XC1 / KalVista Pharmaceuticals, Inc. Institutional Ownership
Pontuação do Sentimento do Fundo

A Pontuação do Sentimento do Fundo (anteriormente conhecida como Pontuação de Acumulação de Propriedade) identifica as ações que estão sendo mais compradas pelos fundos. É o resultado de um modelo quantitativo sofisticado e multifatorial que identifica empresas com os maiores níveis de acumulação institucional. O modelo de pontuação utiliza uma combinação do aumento total em proprietários divulgados, as mudanças nas alocações de portfólio desses proprietários e outras métricas. O número varia de 0 a 100, com números mais altos indicando um nível maior de acumulação em relação aos seus pares, sendo 50 a média.

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Arquivamentos 13F e NPORT

Detalhes sobre Formulários 13F são gratuitos. Detalhes sobre Formulários NP requerem uma assinatura premium. Linhas verdes indicam novas posições. Linhas vermelhas indicam posições fechadas. Clique no ícone de link para ver o histórico completo de transações.

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Data do Arquivo Fonte Investidor Tipo Preço Médio
(Est)		 Ações Δ Ações
(%)		 Valor
Reportado
(US$1000)		 Δ Valor
(%)		 Aloc. de Portf.
(%)
2026-01-29 13F UMA Financial Services, Inc. 45 1
2026-02-17 13F Capstone Investment Advisors, Llc 0 -100.00 0 -100.00
2026-02-13 13F Ubs Asset Management Americas Inc 27,722 103.84 448 170.91
2026-01-15 13F Fortitude Family Office, LLC 60 1
2026-02-05 13F Allworth Financial LP 263 78.91 4 300.00
2025-09-24 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 95,291 -1.25 1,299 -2.26
2026-02-12 13F Hrt Financial Lp 287,052 5
2026-02-12 13F Skandinaviska Enskilda Banken AB (publ) 351,305 74.79 5,682 132.01
2026-02-12 13F Nuveen, LLC 107,129 34.32 1,730 78.17
2026-02-17 13F Aquatic Capital Management LLC 23,370 377
2025-11-14 13F Walleye Capital LLC Call 0 -100.00 0
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 7,902 5.67 89 3.49
2025-11-12 13F Simplex Trading, Llc 0 -100.00 0
2026-02-13 13F Birchview Capital, LP 57,000 -14.93 921 12.75
2026-02-17 13F Caption Management, LLC Call 0 -100.00 0
2026-02-17 13F Vestal Point Capital, LP 1,890,000 152.00 30,524 234.13
2026-02-17 13F Boothbay Fund Management, Llc Call 0 -100.00 0
2026-02-13 13F SRS Capital Advisors, Inc. 250 -74.25 4 -63.64
2026-02-11 13F Hughes Financial Services, LLC 1 0
2026-02-09 13F Bleakley Financial Group, LLC 15,976 258
2026-02-06 13F Larson Financial Group LLC 723 4.78 12 37.50
2026-02-02 13F Wolverine Asset Management Llc 0 -100.00 0
2026-02-17 13F Jump Financial, LLC 90,742 1,465
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 12,300 0.00 139 -1.42
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 12,559 0.00 142 -2.08
2026-01-26 13F Mirae Asset Global Investments Co., Ltd. 2,456 26.21 40 69.57
2026-02-17 13F Russell Investments Group, Ltd. 56,249 0.09 908 32.75
2026-02-17 13F Royal Bank Of Canada 1,231 -94.24 20 -92.31
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 1,398,334 0.00 15,808 -2.03
2026-02-17 13F Citadel Advisors Llc 37,761 610
2025-11-14 13F Walleye Capital LLC Put 0 -100.00 0
2026-02-17 13F Susquehanna International Group, Llp 71,895 -81.72 1,161 -75.76
2026-02-17 13F Citadel Advisors Llc Call 28,000 452
2025-11-12 13F Barclays Plc Call 0 -100.00 0
2026-01-30 13F Us Bancorp \de\ 710 9.74 11 57.14
2026-02-17 13F Susquehanna International Group, Llp Call 53,700 351.26 867 502.08
2025-11-14 13F Engineers Gate Manager LP 0 -100.00 0
2026-02-13 13F Sterling Capital Management LLC 264 190.11 4 300.00
2025-09-26 NP REBYX - U.S. Small Cap Equity Fund Class Y Short -6,447 71.60 -88 70.59
2026-02-17 13F XTX Topco Ltd 26,508 428
2026-02-17 13F Boothbay Fund Management, Llc 0 -100.00 0
2026-02-10 13F Intech Investment Management Llc 12,919 0.00 209 32.48
2025-08-28 NP XBI - SPDR(R) S&P(R) Biotech 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 573,576 78.25 6,484 74.63
2026-02-17 13F Tower Research Capital LLC (TRC) 370 -87.18 6 -85.71
2026-02-17 13F Suvretta Capital Management, Llc 4,768,712 0.00 77,015 32.60
2026-02-17 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 21,624 5.42 347 39.36
2025-09-29 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 4,536 2.39 62 0.00
2026-01-29 13F Vanguard Group Inc 2,509,020 0.32 40,521 33.01
2026-01-05 13F GAMMA Investing LLC 225 -46.30 4 -40.00
2026-02-13 13F NEXTBio Capital Management LP 131,796 2,129
2026-02-17 13F Raymond James Financial Inc 129,517 -13.25 2,092 15.02
2026-02-03 13F SBI Securities Co., Ltd. 119 -10.53 2 0.00
2026-02-12 13F Federated Hermes, Inc. 75 1
2026-01-27 13F Gf Fund Management Co. Ltd. 992 -8.40 16 23.08
2026-01-29 13F UBS Group AG 371,993 -18.09 6,008 8.61
2026-02-12 13F Dimensional Fund Advisors Lp 0 -100.00 0
2026-02-12 13F New York State Common Retirement Fund 9,964 0.00 161 32.23
2025-09-29 NP RSSL - Global X Russell 2000 ETF 19,172 -19.28 261 -20.18
2026-02-13 13F Morgan Stanley 700,228 23.97 11,309 64.38
2026-02-13 13F Schroder Investment Management Group 1,171,755 1.15 18,924 33.79
2025-09-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 477 6.24 7 0.00
2026-02-13 13F Martingale Asset Management L P 30,939 500
2025-09-26 NP UAPIX - Ultrasmall-cap Profund Investor Class 418 5.29 6 0.00
2026-02-10 13F Bank of New York Mellon Corp 695,175 16.55 11,227 54.54
2026-02-17 13F Caption Management, LLC Put 0 -100.00 0
2026-02-13 13F Rafferty Asset Management, LLC 65,593 13.50 1,059 50.64
2026-02-13 13F Wells Fargo & Company/mn 56,014 50.40 905 99.56
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 955,116 -6.40 10,798 -8.31
2026-02-11 13F Jpmorgan Chase & Co 19,454 -6.29 314 24.60
2026-02-17 13F Orbimed Advisors Llc 382,400 6,176
2025-11-13 13F Stonepine Capital Management, LLC 0 -100.00 0 -100.00
2026-02-05 13F Bessemer Group Inc 10 0.00 0
2026-02-19 13F Invesco Ltd. 77,864 23.12 1,258 63.25
2026-02-12 13F Ironwood Investment Management Llc 16,711 0.00 270 32.51
2026-01-26 13F Cwm, Llc 659 -63.83 0
2025-11-14 13F Quarry LP 0 -100.00 0 -100.00
2025-11-14 13F Tudor Investment Corp Et Al 2,178
2026-01-28 13F Klp Kapitalforvaltning As 6,000 15.38 97 52.38
2025-10-09 13F Voya Investment Management Llc 0 -100.00 0
2026-02-17 13F Janus Henderson Group Plc 10,900 0.00 176 33.33
2026-02-17 13F SummitTX Capital, L.P. 0 -100.00 0
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 53 -1.85 1
2025-08-27 NP CWSGX - Carillon Chartwell Small Cap Growth Fund Class Chartwell 17,016 192
2026-02-12 13F CIBC Private Wealth Group, LLC 0 -100.00 0
2026-02-17 13F State Of Wisconsin Investment Board 15,923 -75.86 257 -68.00
2026-02-17 13F Ameriprise Financial Inc 34,929 -1.47 564 30.86
2026-02-12 13F BlackRock, Inc. 3,754,148 20.09 60,629 59.23
2025-11-14 13F Allostery Investments LP 0 -100.00 0 -100.00
2026-02-09 13F Legal & General Group Plc 23,818 -0.57 385 31.96
2025-09-17 NP NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 1,064 0.00 15 0.00
2026-02-13 13F Spruce Street Capital LP 387,968 6,266
2026-02-17 13F DAFNA Capital Management LLC 356,802 -15.60 5,762 11.93
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 6,005 5.55 68 3.08
2026-01-14 13F Hennion & Walsh Asset Management, Inc. 341,819 93.57 5,520 156.74
2026-02-17 13F Wellington Management Group Llp 122,379 -2.91 1,976 28.73
2025-09-25 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 1,098 15
2026-02-09 13F Hartland & Co., LLC 38 1
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 335,165 -1.73 3,789 -3.73
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 898 10.59 10 11.11
2025-08-27 NP CSSAX - Carillon Scout Small Cap Fund Class A 55,895 632
2026-02-09 13F Emerald Mutual Fund Advisers Trust 855,461 -6.81 13,816 23.57
2026-02-13 13F Manufacturers Life Insurance Company, The 0 -100.00 0
2026-02-12 13F DRW Securities, LLC 0 -100.00 0
2026-02-13 13F Caitong International Asset Management Co., Ltd 1,077 955.88 17 1,600.00
2025-08-27 NP Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 1,880 0.00 21 0.00
2026-02-13 13F Citigroup Inc 10,771 -96.16 174 -94.94
2026-01-23 13F Farther Finance Advisors, LLC 688 251.02 11 450.00
2026-02-10 13F Savant Capital, LLC 0 -100.00 0
2026-01-08 13F True Wealth Design, LLC 54 -6.90 1
2025-09-25 NP DFUS - Dimensional U.S. Equity ETF 4,877 0.00 66 -1.49
2025-10-09 13F Whalen Wealth Management Inc. 0 -100.00 0
2025-09-26 NP TIEIX - TIAA-CREF Equity Index Fund Institutional Class 16,585 0.00 226 -0.88
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 7,671 5.62 87 3.61
2026-02-06 13F/A Rathbone Brothers plc 12,272 -33.38 198 -11.61
2026-02-17 13F Man Group plc 17,446 282
2025-11-14 13F Trexquant Investment LP 0 -100.00 0
2025-09-24 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 6,156 0.00 84 -1.19
2025-08-28 NP TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 487 0.00 6 0.00
2025-09-29 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 198 8.79 3 0.00
2026-02-09 13F Blue Owl Capital Holdings LP 360,000 188.00 5,814 282.00
2026-01-30 13F Torren Management, LLC 119 2
2026-02-17 13F Schonfeld Strategic Advisors LLC 305,880 -31.47 4,940 -9.14
2026-02-11 13F Capital World Investors 2,808,583 -11.61 45,359 17.20
2026-02-10 13F Rothschild Investment Llc 70 -41.67 1 0.00
2026-01-09 13F Diversified Trust Co 10,870 176
2026-01-13 13F CoreCap Advisors, LLC 0 -100.00 0
2026-02-17 13F Price T Rowe Associates Inc /md/ 23,118 15.71 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 585,703 1.82 6,621 -0.26
2026-02-09 13F Geode Capital Management, Llc 944,077 1.66 15,251 34.81
2025-11-14 13F OMERS ADMINISTRATION Corp 0 -100.00 0
2025-11-14 13F Squarepoint Ops LLC 0 -100.00 0
2026-02-17 13F Millennium Management Llc Call 23,500 17.50 380 55.97
2026-02-13 13F Truvestments Capital Llc 4,684 253.78 76 368.75
2026-02-17 13F Millennium Management Llc 2,896,666 38.19 46,781 83.23
2026-02-17 13F Qube Research & Technologies Ltd 0 -100.00 0
2025-09-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 50,515 0.00 689 -1.01
2026-02-10 13F Goldman Sachs Group Inc 835,304 -53.60 13,490 -38.47
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 89 -3.26 1 0.00
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 3,057 -52.90 35 -54.05
2026-02-17 13F Parkman Healthcare Partners LLC 1,768,508 1.93 28,561 35.16
2026-02-03 13F F/M Investments LLC 236,690 18.82 3,823 57.54
2025-08-29 NP Gabelli Healthcare & Wellnessrx Trust 1,875 21
2025-11-13 13F Quadrature Capital Ltd 0 -100.00 0
2025-09-25 NP DFAS - Dimensional U.S. Small Cap ETF 8,205 0.00 112 0.00
2026-02-11 13F Group One Trading, L.p. 3,777 61
2026-02-02 13F Cerro Pacific Wealth Advisors LLC 10,000 162
2026-02-04 13F NAN FUNG TRINITY (HK) Ltd 154,522 0.00 2,496 32.57
2026-02-17 13F VR Adviser, LLC 6,728,985 0.00 108,673 32.59
2025-08-28 NP NPSGX - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares 6,124 -85.33 69 -85.95
2025-11-14 13F First Turn Management, LLC 0 -100.00 0
2026-02-17 13F Artia Global Partners LP 0 -100.00 0 -100.00
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 1,085 20.42 12 20.00
2026-02-17 13F Kynam Capital Management, LP 1,810,954 198.75 29,247 296.13
2026-02-12 13F MetLife Investment Management, LLC 21,688 0.00 350 32.58
2026-02-17 13F Ikarian Capital, LLC 35,119 567
2026-02-17 13F Sherbrooke Park Advisers Llc 11,424 -27.13 184 -3.16
2026-02-12 13F Jane Street Group, Llc 31,608 -13.79 510 14.35
2026-02-17 13F Great Point Partners Llc 685,632 11,073
2026-02-12 13F Jane Street Group, Llc Put 14,500 234
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 4,806 0.00 54 -1.82
2026-02-06 13F Profund Advisors Llc 24,392 93.39 394 156.86
2026-02-13 13F Parkside Financial Bank & Trust 40 0.00 1
2025-09-26 NP BIPIX - Biotechnology Ultrasector Profund Investor Class 5,929 92.88 81 90.48
2025-09-25 NP DFAC - Dimensional U.S. Core Equity 2 ETF 4,348 -93.28 59 -93.38
2025-11-13 13F Marshall Wace, Llp 370,773 209.95 4,516 234.27
2026-02-06 13F EverSource Wealth Advisors, LLC 145 -68.55 2 -60.00
2026-02-17 13F Freestone Grove Partners LP 633,019 -10.14 10,223 19.15
2026-02-17 13F Atom Investors LP 276,113 4,459
2026-01-08 13F Versant Capital Management, Inc 1,024 0.00 17 33.33
2026-02-26 13F Seven Fleet Capital Management LP 48,412 782
2026-02-06 13F IFP Advisors, Inc 0 -100.00 0
2025-09-29 NP LABU - Direxion Daily S&P Biotech Bull 3X Shares Direxion Daily S&P Biotech Bull 3X Shares 52,576 121.20 717 118.96
2026-02-17 13F Susquehanna Portfolio Strategies, LLC 0 -100.00 0
2026-02-10 13F Axq Capital, Lp 0 -100.00 0
2026-02-10 13F Bnp Paribas Arbitrage, Sa 4,090 -47.52 66 -29.79
2026-02-17 13F Fmr Llc 111,807 21.05 1,806 60.44
2026-02-05 13F 1620 Investment Advisors, Inc. 1,590 0.00 26 31.58
2025-11-12 13F/A Norges Bank 0 -100.00 0
2026-01-29 13F Comerica Bank 519 0.00 8 33.33
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 84,756 -2.40 958 -4.39
2026-02-13 13F Smartleaf Asset Management LLC 575 127.27 9 200.00
2026-02-17 13F Northern Trust Corp 351,973 0.36 5,684 33.08
2025-09-29 NP BBC - Virtus LifeSci Biotech Clinical Trials ETF 9,296 127
2025-08-27 NP JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 1,861 -73.46 21 -73.75
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 26,515 0.00 300 -1.97
2026-02-13 13F BNP Paribas Asset Management Holding S.A. 613 0
2026-02-13 13F Panagora Asset Management Inc 109,391 -44.57 1,767 -26.51
2026-01-20 13F Signaturefd, Llc 1,583 -29.08 26 -7.41
2026-02-03 13F Garner Asset Management Corp 135 2
2026-02-12 13F Silverarc Capital Management, Llc 2,427,118 78.02 39,198 136.06
2026-02-13 13F State Street Corp 1,911,691 21.34 30,874 60.89
2026-02-17 13F StemPoint Capital LP 0 -100.00 0
2026-02-20 13F Sunbelt Securities, Inc. 9 -50.00 0
2025-11-14 13F Skopos Labs, Inc. 0 -100.00 0
2026-02-12 13F Renaissance Technologies Llc 165,151 2,667
2025-09-25 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 33,268 -51.80 453 -52.32
2025-09-26 NP USMIX - Extended Market Index Fund 4,498 0.18 61 0.00
2026-02-17 13F Squadron Capital Management LLC 700,000 11,305
2026-02-12 13F Swiss National Bank 54,900 13.20 887 50.17
2025-11-13 13F Rosalind Advisors, Inc. 0 -100.00 0 -100.00
2025-09-26 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 379,114 -4.64 5,167 -5.61
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 23,274 0.00 263 -1.87
2026-02-13 13F Sei Investments Co 11,897 0.01 192 33.33
2026-02-09 13F Choate Investment Advisors 10,000 0.00 162 33.06
2025-09-26 NP SLPIX - Small-cap Profund Investor Class 34 -10.53 0
2026-02-05 13F Amalgamated Bank 1,205 -10.28 0
2026-02-13 13F Frazier Life Sciences Management, L.P. 5,039,867 0.00 81,394 32.59
2025-09-25 NP DCOR - Dimensional US Core Equity 1 ETF 945 0.00 13 -7.69
2025-11-12 13F HAP Trading, LLC 31,219 380
2025-11-12 13F HAP Trading, LLC Put 90,000 76
2026-02-17 13F Octagon Capital Advisors LP 1,273,333 0.00 20,564 32.59
2026-02-13 13F Barclays Plc 700,573 21.23 11,314 60.76
2026-02-17 13F Aqr Capital Management Llc 24,666 -44.70 398 -26.70
2026-02-17 13F Susquehanna Fundamental Investments, Llc 0 -100.00 0
2026-02-17 13F Woodline Partners LP 1,921,092 0.02 31,026 32.63
2026-02-17 13F California State Teachers Retirement System 28,410 16.50 459 54.21
2025-09-26 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 8,003 5.11 109 4.81
2026-02-11 13F Ameritas Investment Partners, Inc. 3,186 51
2026-02-12 13F Alps Advisors Inc 41,504 670
2026-02-17 13F Ikarian Capital, LLC Call 0 -100.00 0
2025-09-24 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 2,567 0.00 35 -2.86
2026-02-12 13F Quadrant Capital Group Llc 1,232 58.56 20 111.11
2026-02-14 13F Rockefeller Capital Management L.P. 133 2
2026-02-17 13F Algert Global Llc 13,110 0
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 192 2.67 2 0.00
2025-08-28 NP IBB - iShares Nasdaq Biotechnology 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 238,539 -3.67 2,697 -5.64
2026-02-17 13F Elmind Capital, LP 801,300 12,941
2026-02-17 13F Bank Of America Corp /de/ 389,813 6.97 6,295 41.84
2026-02-17 13F Magnetar Financial LLC 10,938 -59.37 177 -46.18
2025-09-25 NP HSPGX - Emerald Growth Fund Class A 405,002 13.34 5,520 12.20
2026-02-17 13F Quantinno Capital Management LP 29,156 105.93 471 173.26
2026-02-17 13F Caption Management, LLC 117,907 -16.63 1,904 10.57
2026-02-17 13F Point72 Asset Management, L.P. 2,283,766 36,883
2026-01-27 13F Zurcher Kantonalbank (Zurich Cantonalbank) 17,868 293.14 289 423.64
2026-02-09 13F Jefferies Financial Group Inc. 0 -100.00 0
2026-02-13 13F Charles Schwab Investment Management Inc 324,369 0.75 5,239 33.59
2025-10-28 13F BRYN MAWR TRUST Co 415 0.00 5 25.00
2026-02-13 13F Rhumbline Advisers 47,391 -10.24 765 18.97
2025-09-26 NP RTSSX - Tax-Managed U.S. Mid & Small Cap Fund Class S 52,939 0.00 722 -0.96
2026-02-17 13F Virtus Investment Advisers, Inc. 40,414 364.90 653 520.95
2026-02-17 13F Tang Capital Management Llc 4,573,530 -9.29 73,863 20.28
2025-08-28 NP Humankind Benefit Corp - Humankind US Stock ETF 425 5
2026-02-17 13F Creative Planning 44,082 15.91 712 53.56
2025-11-14 13F Millennium Management Llc Put 0 -100.00 0 -100.00
2025-11-14 13F Jane Street Group, Llc Call 0 -100.00 0 -100.00
2026-02-11 13F Deutsche Bank Ag\ 35,091 15.98 567 53.80
2026-02-17 13F Optiver Holding B.V. 149 -29.05 2 0.00
2026-02-09 13F Quest Partners LLC 52,190 0.80 843 33.65
2026-02-17 13F ADAR1 Capital Management, LLC 10,000 0.00 162 33.06
2026-01-29 13F China Universal Asset Management Co., Ltd. 8,236 -6.66 133 24.30
2025-09-29 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 25,079 79.42 342 77.60
2026-01-09 13F SG Americas Securities, LLC 48,030 15.40 1
2025-09-26 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 6,602 90
2026-01-21 13F Stone House Investment Management, LLC 14 0
2025-09-24 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 18,163 0.00 248 -1.20
2025-09-24 NP PPNMX - SmallCap Growth Fund I R-3 288,667 23.74 3,935 22.48
2026-02-10 13F Daiwa Securities Group Inc. 154 0.00 0
2026-02-13 13F Police & Firemen's Retirement System of New Jersey 11,172 0.00 180 32.35
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 48,727 2.70 551 0.55
2026-02-17 13F Alliancebernstein L.p. 40,020 0.00 646 32.65
2026-02-11 13F Parallel Advisors, LLC 1,287 -9.56 21 17.65
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 10 -9.09 0
2026-01-15 13F Nisa Investment Advisors, Llc 5,076 11.39 82 47.27
2026-02-17 13F Brevan Howard Capital Management LP 59,147 5.85 955 40.44
2026-02-17 13F Armistice Capital, Llc 800,000 12,920
2025-08-28 NP SSBIX - State Street Balanced Index Fund Class K 332 0.00 4 0.00
2026-02-06 13F Pnc Financial Services Group, Inc. 146 -15.61 2 0.00
2026-02-17 13F Aster Capital Management (DIFC) Ltd 278 4
2026-01-20 13F Toth Financial Advisory Corp 100 0.00 2 0.00
2025-09-26 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 16,638 -1.66 227 -2.59
2026-02-17 13F Boxer Capital Management, LLC 20,400 0.00 329 32.66
2026-02-17 13F Sio Capital Management, LLC 0 -100.00 0
2025-11-14 13F Saturn V Capital Management LLC 0 -100.00 0
2025-09-17 NP GMRAX - Nationwide Small Cap Index Fund Class A 3,200 0.00 44 -2.27
2025-09-26 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 10,818 -0.16 147 -1.34
2025-11-14 13F Virtu Financial LLC 0 -100.00 0
2026-02-06 13F Evoke Wealth, Llc 31,841 -0.66 514 31.79
2026-02-17 13F Advisor Group Holdings, Inc. 21,937 -6.10 354 24.21
2026-02-09 13F Emerald Advisers, Llc 1,340,495 -0.80 21,649 31.53
2026-02-17 13F D. E. Shaw & Co., Inc. 0 -100.00 0
Other Listings
US:KALV US$ 15,76
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