Estatísticas Básicas
| Ações Institucionais (Longas) | 9,258,284 - 119.66% (ex 13D/G) - change of 0.32MM shares 3.59% MRQ |
| Valor Institucional (Longa) | $ 1,693,921 USD ($1000) |
Propriedade Institucional e Acionistas
UFP Technologies, Inc. (DE:UFP) tem 280 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 9,258,284 ações. Os maiores acionistas incluem BlackRock, Inc., Wasatch Advisors Inc, Vanguard Group Inc, Congress Asset Management Co /ma, Vanguard Capital Management Llc, Boston Trust Walden Corp, State Street Corp, Neuberger Berman Group LLC, Price T Rowe Associates Inc /md/, and Thrivent Financial For Lutherans .
UFP Technologies, Inc. (DB:UFP) 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 June 5, 2026 is 192.30 / share. Previously, on June 9, 2025, the share price was 207.20 / share. This represents a decline of 7.19% over that period.
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.
Frequência de Atualização: Diariamente
Veja o Explorador de Propriedade, que fornece uma lista das empresas com melhor classificação.
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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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | 13F | Diamond Hill Capital Management Inc | 41,106 | 55.06 | 7,958 | 35.20 | ||||
| 2026-04-23 | 13F | CWM Advisors, LLC | 2,664 | 28.32 | 516 | 11.96 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 35 | -22.22 | 7 | -33.33 | ||||
| 2026-04-30 | 13F | Peterson Wealth Services | 3,219 | 5.51 | 623 | -7.98 | ||||
| 2026-05-04 | 13F | Principal Financial Group Inc | 52,206 | 5.56 | 10,107 | -7.95 | ||||
| 2026-04-30 | 13F | Oak Ridge Investments Llc | 9,121 | 51.41 | 1,766 | 32.01 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 7,284 | 2.87 | 1,410 | -10.31 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 10,401 | 1.27 | 2,014 | -11.71 | ||||
| 2026-05-13 | 13F | Caitlin John, LLC | 4 | 0.00 | 1 | |||||
| 2026-05-14 | 13F | Brown Capital Management Llc | 58,807 | -29.72 | 11,385 | -38.71 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 1 | 0.00 | 0 | |||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 4 | -20.00 | 1 | -100.00 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 3 | 1 | ||||||
| 2026-04-20 | 13F | Louisiana State Employees Retirement System | 3,400 | -2.86 | 658 | -15.32 | ||||
| 2026-04-29 | 13F | Police & Firemen's Retirement System of New Jersey | 2,080 | 0.00 | 403 | -12.80 | ||||
| 2026-05-15 | 13F | Voloridge Investment Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Swiss National Bank | 14,400 | 0.00 | 2,788 | -12.82 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 9,463 | 1.98 | 2,101 | 1.99 | ||||
| 2026-05-06 | 13F | Pacer Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | XTX Topco Ltd | 8,237 | 1,595 | ||||||
| 2026-05-06 | 13F | Bessemer Group Inc | 14,912 | -79.68 | 3 | -87.50 | ||||
| 2026-05-12 | 13F | Motley Fool Asset Management LLC | 9,129 | -6.41 | 1,767 | -18.38 | ||||
| 2026-04-22 | 13F | Sterling Capital Management LLC | 49 | -2.00 | 9 | -18.18 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 629 | 0.00 | 122 | -12.95 | ||||
| 2026-01-05 | 13F | Argent Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Verition Fund Management LLC | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Vanguard Fiduciary Trust Co 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 | 53,168 | 10,293 | ||||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 100 | 0.00 | 19 | -13.64 | ||||
| 2026-02-09 | 13F | Atlantic Trust, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 25 | 0.00 | 5 | -20.00 | ||||
| 2026-05-08 | 13F | B. Metzler seel. Sohn & Co. AG | 8,043 | 3.78 | 1,557 | -9.48 | ||||
| 2026-05-08 | 13F | Zions Bancorporation, National Association /ut/ | 3,374 | -40.34 | 653 | -47.97 | ||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 154 | -57.34 | 30 | -63.75 | ||||
| 2026-05-13 | 13F | Headlands Technologies LLC | 1,419 | 275 | ||||||
| 2026-05-14 | 13F | Northern Trust Corp | 86,400 | 0.40 | 16,727 | -12.45 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 1,097,183 | -0.04 | 212,415 | -12.84 | ||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 7,843 | 3.98 | 1,518 | -9.32 | ||||
| 2026-04-30 | 13F | Quest Partners LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-15 | 13F | American Century Companies Inc | 125,860 | -52.88 | 24,367 | -58.92 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 12,775 | -5.19 | 2,473 | -17.32 | ||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 300 | 0.00 | 58 | -12.12 | ||||
| 2026-05-07 | 13F | Tidemark, LLC | 13 | 0.00 | 3 | 0.00 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 58 | 0.00 | 11 | -8.33 | ||||
| 2026-05-12 | 13F | Creative Planning | 1,077 | 209 | ||||||
| 2026-05-15 | 13F | Amundi | 1,746 | 69.19 | 338 | 47.60 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 168 | -5.62 | 37 | 5.71 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 75 | 0.00 | 15 | -12.50 | ||||
| 2026-05-14 | 13F | Blueshift Asset Management, LLC | 1,290 | 250 | ||||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 2,182 | 44.31 | 422 | 25.97 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 12,615 | -19.84 | 2,356 | -32.60 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 2,891 | 28.60 | 560 | 12.02 | ||||
| 2026-04-27 | 13F | Y-Intercept (Hong Kong) Ltd | 4,921 | 953 | ||||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 2,713 | 525 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 1,200 | -33.33 | 232 | -41.85 | |||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Put | 4,400 | -29.03 | 852 | -38.15 | |||
| 2026-05-14 | 13F | Vident Advisory, LLC | 3,403 | 659 | ||||||
| 2026-04-15 | 13F | Norden Group Llc | 1,938 | -18.88 | 375 | -29.25 | ||||
| 2026-05-07 | 13F | Navellier & Associates Inc | 1,437 | -23.85 | 278 | -33.49 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 41 | -12.77 | 8 | -30.00 | ||||
| 2026-05-01 | 13F | Commonwealth Of Pennsylvania Public School Empls Retrmt Sys | 1,907 | -0.10 | 369 | -12.77 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 237,276 | -4.37 | 46 | -18.18 | ||||
| 2026-05-15 | 13F | D. E. Shaw & Co., Inc. | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | Point72 Asset Management, L.P. | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Grandeur Peak Global Advisors, LLC | 1,988 | 385 | ||||||
| 2026-05-12 | 13F | Alliance Wealth Advisors, LLC /UT | 2,415 | -24.46 | 468 | -34.13 | ||||
| 2026-05-06 | 13F | New York State Common Retirement Fund | 51,867 | 1.08 | 10,041 | -11.86 | ||||
| 2026-01-23 | 13F | TFC Financial Management | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 3 | 0.00 | 1 | |||||
| 2026-05-15 | 13F/A | Vanguard Capital Management Llc | 326,725 | 63,254 | ||||||
| 2026-05-15 | 13F | State Street Corp | 303,313 | 4.67 | 58,721 | -8.73 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 33 | 0.00 | 6 | -14.29 | ||||
| 2026-05-15 | 13F | Man Group plc | 7,787 | 160.26 | 1,508 | 126.96 | ||||
| 2026-05-13 | 13F | Picton Mahoney Asset Management | 4 | 0.00 | 1 | |||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 2,338 | -13.70 | 453 | -24.79 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 65,381 | 9.53 | 12,658 | -4.49 | ||||
| 2026-05-05 | 13F | Prosperity Consulting Group, LLC | 1,731 | 0.00 | 335 | -12.76 | ||||
| 2026-02-17 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Yousif Capital Management, Llc | 2,096 | -0.47 | 406 | -26.63 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 72 | -1.37 | 14 | -18.75 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 110 | 7.84 | 21 | -4.55 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 4 | 0.00 | 1 | |||||
| 2026-05-07 | 13F | Dimensional Fund Advisors Lp | 179,973 | 6.59 | 34,840 | -7.08 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 128,580 | -18.81 | 24,893 | -29.21 | ||||
| 2026-05-13 | 13F | GW&K Investment Management, LLC | 57,234 | -8.70 | 11 | -15.38 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 5,513 | 263.89 | 1,067 | 217.56 | ||||
| 2026-02-17 | 13F | Dark Forest Capital Management Lp | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-05-14 | 13F | Bare Financial Services, Inc | 2 | 0.00 | 0 | |||||
| 2026-05-13 | 13F/A | Quadrant Capital Group Llc | 21 | -19.23 | 4 | -20.00 | ||||
| 2026-05-04 | 13F | Nicholas Company, Inc. | 20,711 | -0.43 | 4,010 | -13.19 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 189 | 7.39 | 35 | -14.63 | ||||
| 2026-04-30 | 13F | Personal Cfo Solutions, Llc | 1,634 | 9.59 | 316 | -4.53 | ||||
| 2026-05-14 | 13F | Public Employees Retirement System Of Ohio | 20,779 | 13.58 | 4,023 | -0.96 | ||||
| 2026-04-29 | 13F | Isthmus Partners, Llc | 8,675 | 1,679 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 1,744 | -3.75 | 338 | -16.17 | ||||
| 2026-04-24 | 13F | James Investment Research Inc | 1,230 | 0.00 | 238 | -12.82 | ||||
| 2026-04-28 | 13F | Handelsbanken Fonder AB | 3,200 | 0.00 | 1 | |||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 3 | 0.00 | 1 | |||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | State of Wyoming | 732 | 65.61 | 142 | 43.88 | ||||
| 2026-04-29 | 13F | Oregon Public Employees Retirement Fund | 1,771 | 0.00 | 343 | -12.98 | ||||
| 2026-05-04 | 13F | Teachers Retirement System Of The State Of Kentucky | 1,887 | 0.00 | 0 | |||||
| 2026-04-20 | 13F | Riverchase Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 17 | 0.00 | 3 | 0.00 | ||||
| 2026-04-16 | 13F | Mountain Pacific Investment Advisers Inc/id | 16,604 | -3.30 | 3,215 | -15.69 | ||||
| 2026-05-14 | 13F | Loomis Sayles & Co L P | 196 | -94.12 | 38 | -95.00 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 19,062 | 3,690 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 410 | 5,025.00 | 78 | 7,600.00 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 7,567 | 1,465 | ||||||
| 2026-05-15 | 13F | Transamerica Financial Advisors, Inc. | 149 | 35.45 | 29 | 16.67 | ||||
| 2026-02-17 | 13F | Optiver Holding B.V. | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Vanguard Investments Australia, Ltd. | 1,725 | 334 | ||||||
| 2026-05-11 | 13F | First National Bank Of Omaha | 10,182 | 2.32 | 1,971 | -10.77 | ||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 20 | 0.00 | 4 | -25.00 | ||||
| 2026-05-15 | 13F | State of Tennessee, Treasury Department | 1,571 | 0.00 | 304 | -22.84 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 12 | 0.00 | 2 | 0.00 | ||||
| 2026-04-22 | 13F | Pictet Asset Management Holding SA | 1,217 | 0.00 | 236 | -12.96 | ||||
| 2026-05-18 | 13F | Cim, Llc | 1,985 | 0.00 | 384 | -12.73 | ||||
| 2026-05-15 | 13F | Deerfield Management Company, L.p. (series C) | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | First National Advisers, LLC | 8,914 | -9.07 | 1,726 | -20.73 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 53,685 | 8.18 | 10,293 | -8.25 | ||||
| 2026-04-30 | 13F | Nuveen, LLC | 24,935 | -0.32 | 4,827 | -13.07 | ||||
| 2026-05-14 | 13F | Legato Capital Management LLC | 35,721 | 1.30 | 6,916 | -11.67 | ||||
| 2026-01-29 | 13F | Comerica Bank | 2,241 | -15.94 | 497 | -6.58 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 99 | 102.04 | 22 | 133.33 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 739 | 0.00 | 143 | -12.80 | ||||
| 2026-05-13 | 13F | Bridge City Capital, LLC | 19,758 | 16.75 | 3,825 | 1.81 | ||||
| 2026-02-17 | 13F | Algert Global Llc | 0 | -100.00 | 0 | |||||
| 2026-05-14 | 13F | Jump Financial, LLC | 6,169 | 100.81 | 1,194 | 75.07 | ||||
| 2026-04-23 | 13F | Farmers & Merchants Investments Inc | 5 | 0.00 | 1 | -100.00 | ||||
| 2026-05-08 | 13F | Intech Investment Management Llc | 1,584 | -43.47 | 307 | -50.80 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Gsa Capital Partners Llp | 2,944 | 1 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 49 | -5.77 | 10 | -18.18 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 12 | 50.00 | 2 | 100.00 | ||||
| 2026-01-23 | 13F | Yorktown Management & Research Co Inc | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 10 | 2 | ||||||
| 2026-05-15 | 13F | EFG International AG | 15,284 | -5.13 | 2,964 | -17.04 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 124 | 28 | ||||||
| 2026-05-15 | 13F | Charles Schwab Investment Management Inc | 74,769 | -1.30 | 14,475 | -13.94 | ||||
| 2026-02-17 | 13F | Aster Capital Management (DIFC) Ltd | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 79,179 | -12.53 | 15,329 | -23.73 | ||||
| 2026-04-30 | 13F | Palisades Investment Partners, LLC | 37,701 | 7.38 | 7,300 | -6.36 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 1,500 | 7.14 | 290 | -6.45 | |||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 11,780 | -32.87 | 2,281 | -41.48 | ||||
| 2026-05-11 | 13F | Caitong International Asset Management Co., Ltd | 163 | 32 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 59,710 | 118.02 | 11,560 | 90.12 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 6,674 | -3.29 | 1,292 | -15.67 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 27,941 | 160.01 | 5,409 | 126.79 | ||||
| 2026-05-13 | 13F | Prudential Financial Inc | 8,008 | 10.03 | 1,550 | -4.02 | ||||
| 2026-05-15 | 13F | Canada Pension Plan Investment Board | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Fmr Llc | 1,122 | -27.75 | 217 | -36.92 | ||||
| 2026-05-12 | 13F | Vestcor Inc | 2,550 | 0.00 | 0 | |||||
| 2026-05-05 | 13F | Illinois Municipal Retirement Fund | 3,942 | 763 | ||||||
| 2026-02-13 | 13F/A | Alberta Investment Management Corp | 0 | -100.00 | 0 | |||||
| 2026-05-13 | 13F | Gibbs Wealth Management | 6,965 | 99.63 | 1,348 | 50.11 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 8,964 | -46.48 | 1,735 | -53.34 | ||||
| 2026-05-15 | 13F | Hancock Whitney Corp | 1,980 | 379 | ||||||
| 2026-04-20 | 13F | Chatham Capital Group, Inc. | 15,876 | -10.53 | 3,074 | -21.99 | ||||
| 2026-05-01 | 13F | Arizona State Retirement System | 2,012 | -0.98 | 390 | -13.75 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 25 | 5 | ||||||
| 2026-05-15 | 13F | Balyasny Asset Management Llc | 16,677 | 3,229 | ||||||
| 2026-05-15 | 13F | Punch & Associates Investment Management, Inc. | 22,700 | 0.00 | 4,395 | -12.82 | ||||
| 2026-05-15 | 13F | Ranger Investment Management, L.P. | 35,945 | -0.31 | 6,959 | -13.08 | ||||
| 2026-04-15 | 13F | Avanza Fonder AB | 0 | -100.00 | 0 | |||||
| 2026-05-05 | 13F | Covestor Ltd | 1 | -83.33 | 0 | |||||
| 2026-05-15 | 13F | Susquehanna Portfolio Strategies, LLC | 8,464 | -41.01 | 1,639 | -48.57 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 25 | 6 | ||||||
| 2026-05-14 | 13F | Neuberger Berman Group LLC | 300,593 | -2.93 | 58,195 | -15.36 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 1,170 | 228 | ||||||
| 2026-05-13 | 13F | Sit Investment Associates Inc | 3,095 | 0.00 | 1 | |||||
| 2026-05-13 | 13F | De Lisle Partners LLP | 74,302 | 0.00 | 14,407 | -12.61 | ||||
| 2026-05-13 | 13F | Ankerstar Wealth, LLC | 2 | 100.00 | 0 | |||||
| 2026-05-06 | 13F | Geneva Capital Management Llc | 131,173 | -7.79 | 25,395 | -19.60 | ||||
| 2026-04-27 | 13F | Leonteq Securities AG | 8 | 0.00 | 2 | 0.00 | ||||
| 2026-05-13 | 13F | Neumeier Poma Investment Counsel Llc | 50,855 | -2.43 | 9,846 | -14.92 | ||||
| 2026-05-14 | 13F | Renaissance Technologies Llc | 106,472 | -24.47 | 20,613 | -34.14 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 3,942 | 9.11 | 1 | |||||
| 2026-05-11 | 13F | Salomon & Ludwin, LLC | 113 | 44.87 | 22 | 16.67 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 2,137 | 0.05 | 414 | -12.87 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 1,088 | 9.68 | 0 | |||||
| 2026-04-27 | 13F | New York State Teachers Retirement System | 1,648 | -8.44 | 0 | |||||
| 2026-04-14 | 13F | Davidson Capital Management Inc. | 22,539 | 42,426.42 | 4,364 | 39,563.64 | ||||
| 2026-04-28 | 13F | Harbor Capital Advisors, Inc. | 32 | 190.91 | 0 | |||||
| 2026-02-17 | 13F | T. Rowe Price Investment Management, Inc. | 4,413 | -90.68 | 1 | -100.00 | ||||
| 2026-04-15 | 13F | Hutchens & Kramer Investment Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Beaton Management Co. Inc. | 2,950 | 0.00 | 1 | |||||
| 2026-04-16 | 13F | Annex Advisory Services, LLC | 130,394 | 2.77 | 25,244 | -10.39 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 1,350 | 0.00 | 261 | -12.71 | ||||
| 2026-05-12 | 13F | Motley Fool Wealth Management, LLC | 12,090 | -24.82 | 2,341 | -34.45 | ||||
| 2026-01-21 | 13F | Clayton Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Invesco Ltd. | 24,001 | -51.89 | 4,647 | -58.05 | ||||
| 2026-05-13 | 13F | Quantbot Technologies LP | 1,594 | 309 | ||||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 3 | -92.68 | 1 | -100.00 | ||||
| 2026-02-12 | 13F | Cibc World Markets Corp | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Montrusco Bolton Investments Inc. | 2,604 | -87.19 | 504 | -88.83 | ||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 1 | 0 | ||||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 3,073 | -3.30 | 595 | -15.74 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 2,258 | 10,652.38 | 437 | 10,825.00 | ||||
| 2026-05-15 | 13F | Janus Henderson Group Plc | 19,436 | -75.52 | 3,764 | -78.63 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 9,764 | -33.05 | 1,890 | -41.63 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 189,863 | 14.28 | 36,832 | -0.76 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 47 | 9 | ||||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 40 | -35.48 | 0 | |||||
| 2026-05-04 | 13F | Tributary Capital Management, LLC | 1,225 | 0.00 | 237 | -12.55 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 2,870 | 2.43 | 556 | |||||
| 2026-05-14 | 13F | Massachusetts Financial Services Co /ma/ | 227,303 | 86.55 | 44,006 | 62.66 | ||||
| 2026-05-12 | 13F | Rhumbline Advisers | 20,846 | 1.79 | 4,036 | -11.26 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 58,006 | 23.60 | 11,230 | 7.76 | ||||
| 2026-05-14 | 13F | Marshall Wace, Llp | 11,144 | 2,157 | ||||||
| 2026-05-14 | 13F | MetLife Investment Management, LLC | 4,207 | -0.71 | 814 | -13.40 | ||||
| 2026-05-08 | 13F | VANGUARD ASSET MANAGEMENT, Ltd | 4,707 | 911 | ||||||
| 2026-05-15 | 13F | Geode Capital Management, Llc | 190,620 | 3.12 | 36,911 | -10.08 | ||||
| 2026-05-13 | 13F | Applied Fundamental Research, LLC | 52,788 | 0.00 | 10,220 | -12.81 | ||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 11 | -42.11 | 2 | -50.00 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 19,352 | 1.63 | 3,747 | -11.38 | ||||
| 2026-04-29 | 13F | Swedbank AB | 115,005 | -28.12 | 22,265 | -37.33 | ||||
| 2026-05-14 | 13F | Greenline Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 4,544 | 5.28 | 880 | -8.25 | ||||
| 2026-05-06 | 13F | Deutsche Bank Ag\ | 7,037 | 11.12 | 1,362 | -3.13 | ||||
| 2026-05-01 | 13F | Carnegie Capital Asset Management, LLC | 2,064 | 4.77 | 400 | -8.70 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 13,994 | 1.49 | 2,709 | -11.50 | ||||
| 2026-05-13 | 13F | Public Sector Pension Investment Board | 27,600 | 3.31 | 5,343 | -9.91 | ||||
| 2026-05-12 | 13F | Mirabella Financial Services Llp | 1,735 | 336 | ||||||
| 2026-05-12 | 13F | Impax Asset Management Group plc | 55,500 | 10,745 | ||||||
| 2026-05-15 | 13F | Earnest Partners Llc | 1,700 | 0.00 | 329 | -12.73 | ||||
| 2026-05-11 | 13F | HealthInvest Partners AB | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Journey Retirement Planning & Investment Management Llc | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Maryland State Retirement & Pension System | 1,123 | 0.00 | 217 | -12.85 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 82,148 | -25.47 | 15,904 | -35.02 | ||||
| 2026-04-30 | 13F | Nisa Investment Advisors, Llc | 128 | 1.59 | 25 | -11.11 | ||||
| 2026-02-04 | 13F | Summit Wealth Group Llc / Co | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Price T Rowe Associates Inc /md/ | 246,503 | 35.83 | 48 | 17.50 | ||||
| 2026-05-12 | 13F | Voya Investment Management Llc | 2,186 | -1.97 | 423 | -14.55 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-13 | 13F | Sei Investments Co | 10,752 | 46.23 | 2,387 | 62.64 | ||||
| 2026-04-01 | 13F | Laurus Investment Counsel Inc. | 6,420 | 22.05 | 1,243 | 6.43 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 2,376 | 2,401.05 | 460 | 2,085.71 | ||||
| 2026-05-08 | 13F | Amalgamated Bank | 2,213 | -0.94 | 0 | |||||
| 2026-02-17 | 13F | Two Sigma Advisers, Lp | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | VisionPoint Advisory Group, LLC | 1,093 | 6.63 | 212 | -7.05 | ||||
| 2026-04-14 | 13F | Congress Asset Management Co /ma | 523,438 | 18.66 | 101,338 | 3.47 | ||||
| 2026-04-17 | 13F | Bell Investment Advisors, Inc | 6 | 0.00 | 1 | 0.00 | ||||
| 2026-05-15 | 13F | Quarry LP | 11 | 57.14 | 2 | 100.00 | ||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 3 | 50.00 | 1 | |||||
| 2026-04-24 | 13F | ProShare Advisors LLC | 1,172 | -20.05 | 227 | -30.46 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 97 | -15.65 | 19 | -35.71 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 2,236 | 1.36 | 433 | -11.66 | ||||
| 2026-02-09 | 13F | Jackson Creek Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-24 | 13F | Boston Trust Walden Corp | 317,072 | 36.27 | 61,385 | 18.82 | ||||
| 2026-04-20 | 13F | Assenagon Asset Management S.A. | 2,060 | -8.65 | 399 | -20.40 | ||||
| 2026-05-11 | 13F | Catalyst Financial Partners Llc | 26,458 | -0.01 | 5,122 | -12.80 | ||||
| 2026-02-17 | 13F | Qube Research & Technologies Ltd | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 100 | 0.00 | 19 | -13.64 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 1,466 | -37.99 | 284 | -45.99 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1 | 0 | ||||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 17 | 0.00 | 3 | 0.00 | ||||
| 2026-05-01 | 13F | Diversify Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 109,791 | 15.49 | 21,255 | 0.70 | ||||
| 2026-05-14 | 13F | ExodusPoint Capital Management, LP | 15,725 | 3,044 | ||||||
| 2026-05-13 | 13F | AltraVue Capital, LLC | 154,066 | 0.54 | 29,827 | -12.33 | ||||
| 2026-02-13 | 13F/A | Texas Permanent School Fund | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 3,509 | 1.68 | 679 | -11.36 | ||||
| 2026-05-14 | 13F | Keebeck Wealth Management, LLC | 2,564 | 1.71 | 496 | -11.27 | ||||
| 2026-05-15 | 13F | Ashford Capital Management Inc | 108,010 | 11.74 | 20,911 | -2.57 | ||||
| 2026-05-08 | 13F | State Board Of Administration Of Florida Retirement System | 2,803 | -6.47 | 543 | -18.50 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 3 | 0.00 | 1 | |||||
| 2026-05-15 | 13F | Victory Capital Management Inc | 1,145 | 5.43 | 222 | -8.30 | ||||
| 2026-02-11 | 13F | Fox Run Management, L.l.c. | 0 | -100.00 | 0 | |||||
| 2026-05-08 | 13F | Vanguard Portfolio Management Llc | 151,761 | 29,381 | ||||||
| 2026-04-13 | 13F | Massmutual Trust Co Fsb/adv | 4 | -60.00 | 1 | -100.00 | ||||
| 2026-02-13 | 13F | Barclays Plc | 11,735 | 8.88 | 2,606 | 21.11 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 944 | 300.00 | 183 | 250.00 | ||||
| 2026-04-01 | 13F | Confluence Investment Management Llc | 5,097 | -33.70 | 987 | -42.20 | ||||
| 2026-04-21 | 13F | Wasatch Advisors Inc | 777,313 | 5.61 | 150,488 | -7.91 | ||||
| 2026-05-14 | 13F | BNP Paribas Asset Management Holding S.A. | 147 | 32.43 | 28 | |||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 3 | 0.00 | 1 | |||||
| 2026-05-08 | 13F | Legal & General Group Plc | 17,639 | -8.47 | 3,415 | -20.14 | ||||
| 2026-05-13 | 13F | Renaissance Group Llc | 43,885 | 15.29 | 8,496 | 0.53 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 2,287 | 3.25 | 443 | -9.98 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 1,350 | 0.00 | 261 | -12.71 | ||||
| 2026-02-11 | 13F | Group One Trading, L.p. | 182 | 0.00 | 40 | 11.11 | ||||
| 2026-05-05 | 13F | UBS Group AG | 173,740 | -8.27 | 33,636 | -20.02 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 18,444 | 7.97 | 3,571 | -5.85 | ||||
| 2026-05-12 | 13F | Anchor Capital Advisors Llc | 4,363 | -5.81 | 845 | -17.90 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 54,732 | 20.75 | 10,596 | 5.29 | ||||
| 2026-02-17 | 13F | Aquatic Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 71 | -44.96 | 14 | -53.57 | ||||
| 2026-05-15 | 13F | Manufacturers Life Insurance Company, The | 3,432 | -5.38 | 664 | -17.52 | ||||
| 2026-05-15 | 13F | Rice Hall James & Associates, Llc | 21,211 | 110.01 | 4,106 | 83.14 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 8,002 | 24.86 | 1,549 | 8.93 | ||||
| 2026-05-08 | 13F | Los Angeles Capital Management Llc | 114 | -93.27 | 22 | -92.97 | ||||
| 2026-05-15 | 13F | California State Teachers Retirement System | 9,162 | 29.46 | 1,774 | 12.86 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 32 | 300.00 | 6 | 500.00 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | 0 | -100.00 | 0 | |||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 2,072 | 7.25 | 460 | |||||
| 2026-02-17 | 13F | Capstone Investment Advisors, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 533,578 | 1.13 | 118,470 | 12.49 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 41,451 | -3.48 | 8,025 | -15.84 | ||||
| 2026-04-20 | 13F | State of Alaska, Department of Revenue | 3,799 | -2.96 | 1 | |||||
| 2026-05-07 | 13F | KBC Group NV | 237 | 0.00 | 0 | |||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 17 | -5.56 | 3 | 0.00 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 467 | 122.38 | 90 | 95.65 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 1,718 | -2.94 | 333 | -15.31 | ||||
| 2026-05-15 | 13F | Engineers Gate Manager LP | 2,472 | 479 | ||||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 0 | -100.00 | 0 | |||||
| 2026-05-12 | 13F | Royce & Associates Lp | 23,867 | 4,621 | ||||||
| 2026-05-06 | 13F | Morgan Dempsey Capital Management Llc | 2,484 | 71.43 | 481 | 49.53 | ||||
| 2026-05-08 | 13F | Vanguard Global Advisers, LLC | 3,113 | 603 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2026-05-11 | 13F | Universal- Beteiligungs- und Servicegesellschaft mbH | 2,866 | 41.88 | 555 | 17.87 | ||||
| 2026-05-15 | 13F | Schonfeld Strategic Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-04-28 | 13F | Raleigh Capital Management Inc. | 8 | 2 | ||||||
| 2026-02-04 | 13F | Pure Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 10 | -61.54 | 2 | -83.33 | ||||
| 2026-04-29 | 13F | Klp Kapitalforvaltning As | 1,600 | 0.00 | 310 | -12.96 | ||||
| 2025-12-18 | 13F | Danske Bank A/s | 0 | -100.00 | 0 | |||||
| 2026-04-30 | 13F | Kornitzer Capital Management Inc /ks | 5,343 | -3.26 | 1,034 | -15.66 | ||||
| 2026-05-08 | 13F | Millington Financial Advisors, LLC | 1,050 | 0.00 | 207 | -26.07 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 22,269 | 0.37 | 4,311 | -12.47 | ||||
| 2026-04-16 | 13F | SG Americas Securities, LLC | 1,549 | -67.20 | 0 | -100.00 | ||||
| 2026-05-20 | 13F/A | Liontrust Investment Partners LLP | 1,753 | -4.10 | 339 | -16.30 | ||||
| 2026-05-12 | 13F | Portside Wealth Group, LLC | 3,829 | 4.85 | 741 | -8.52 | ||||
| 2026-02-17 | 13F | Twinbeech Capital Lp | 0 | -100.00 | 0 | |||||
| 2026-05-07 | 13F | Crewe Advisors LLC | 78 | 36.84 | 15 | 25.00 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 0 | -100.00 | 0 | |||||
| 2026-05-15 | 13F | Brevan Howard Capital Management LP | 1,545 | 299 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 9,171 | 109.38 | 1,701 | 53.85 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 11 | 22.22 | 2 | 100.00 | ||||
| 2026-05-15 | 13F | Zurcher Kantonalbank (Zurich Cantonalbank) | 1,985 | 54.60 | 384 | 34.74 |
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