EBF - Ennis, Inc. Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (NYSE)

Ennis, Inc.
US ˙ NYSE ˙ US2933891028

Grundlæggende statistik
Institutionelle ejere 216 total, 216 long only, 0 short only, 0 long/short - change of -42,55% MRQ
Gennemsnitlig porteføljeallokering 0.0294 % - change of -54,47% MRQ
Deler fremragende shares (source: Capital IQ)
Institutionelle aktier (lange) 22.289.337 - 88,12% (ex 13D/G) - change of -4,25MM shares -16,01% MRQ
Institutionel værdi (lang) $ 389.071 USD ($1000)
Institutionelt ejerskab og aktionærer

Ennis, Inc. (US:EBF) har 216 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 22,289,337 aktier. Største aktionærer omfatter BlackRock, Inc., Dimensional Fund Advisors Lp, Vanguard Group Inc, Allspring Global Investments Holdings, LLC, Renaissance Technologies Llc, Royce & Associates Lp, Charles Schwab Investment Management Inc, American Century Companies Inc, Geode Capital Management, Llc, and MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. .

Ennis, Inc. (NYSE:EBF) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.

The share price as of March 20, 2026 is 20,44 / share. Previously, on March 24, 2025, the share price was 19,69 / share. This represents an increase of 3,81% over that period.

EBF / Ennis, Inc. Institutional Ownership
Fondens stemningsscore

Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.

Opdateringsfrekvens: Dagligt

Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.

AI+ Ask Fintel’s AI assistant about Ennis, Inc..

Select a question to share a public post with an AI-crafted answer.

Thinking of good questions…
Institutionel Put/Call-forhold

Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.

Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.

EBF / Ennis, Inc. Historical Put/Call Ratio
13D/G-arkivering

Vi præsenterer 13D/G ansøgninger separat fra 13F ansøgninger på grund af den forskellige behandling af SEC. 13D/G-ansøgninger kan indgives af grupper af investorer (med én ledende), hvorimod 13F-ansøgninger ikke kan. Dette resulterer i situationer, hvor en investor kan indsende en 13D/G, der rapporterer én værdi for de samlede aktier (der repræsenterer alle de aktier, der ejes af investorgruppen), men derefter indsender en 13F, der rapporterer en anden værdi for de samlede aktier (der udelukkende repræsenterer deres egne) ejendomsret). Det betyder, at aktieejerskab af 13D/G-arkiver og 13F-arkiveringer ofte ikke er direkte sammenlignelige, så vi præsenterer dem separat.

Bemærk: Fra den 16. maj 2021 viser vi ikke længere ejere, der ikke har indsendt en 13D/G inden for det seneste år. Tidligere viste vi den fulde historie af 13D/G-arkiver. Generelt skal enheder, der er forpligtet til at indgive 13D/G-ansøgninger, indgive mindst årligt, før de indsender en afsluttende ansøgning. Dog forlader fonde nogle gange positioner uden at indsende en afsluttende ansøgning (dvs. de afvikler), så visning af den fulde historie resulterede nogle gange i forvirring om det nuværende ejerskab. For at undgå forvirring viser vi nu kun 'aktuelle' ejere - det vil sige - ejere, der har anmeldt inden for det seneste år.

Upgrade to unlock premium data.

Fil dato Form Investor Forrige
Aktier
Seneste
Aktier
Δ Aktier
(Procent)
Ejendomsret
(Procent)
Δ Ejerskab
(Procent)
2026-01-20 13G ROYCE & ASSOCIATES LP 1,249,000 1,300,634 4.13 5.07 4.75
2025-10-17 13G/A BlackRock, Inc. 2,111,951 1,833,869 -13.17 7.10 -13.41
13F og NPORT arkivering

Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.

Opgrader for at låse premium-data op og eksportere til Excel .

Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2026-02-10 13F Quantbot Technologies LP 11.896 408,38 214 409,52
2025-09-25 NP DFSVX - U.s. Small Cap 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 554.504 0,00 9.870 -0,83
2025-09-25 NP DFSU - Dimensional US Sustainability Core 1 ETF 1.922 0,00 34 0,00
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 5.747 18,49 102 17,24
2026-02-11 13F Jpmorgan Chase & Co 10.323 0,27 186 -1,60
2026-02-17 13F Advisor Group Holdings, Inc. 4.265 -16,75 77 -18,28
2026-01-29 13F UMA Financial Services, Inc. 79 1
2026-01-28 13F Klp Kapitalforvaltning As 12.200 -83,62 220 -83,91
2026-02-24 13F DGS Capital Management, LLC 11.591 209
2026-01-15 13F Nisa Investment Advisors, Llc 538 -4,61 10 -10,00
2026-02-12 13F State Board Of Administration Of Florida Retirement System 0 -100,00 0
2026-02-13 13F Barclays Plc 38.164 9,12 687 7,51
2026-02-17 13F Russell Investments Group, Ltd. 7.467 204,40 134 204,55
2026-02-13 13F Inspire Advisors, LLC 0 -100,00 0
2026-02-12 13F Federated Hermes, Inc. 26.516 15,07 478 13,30
2026-02-02 13F Cornerstone Planning Group LLC 105 2
2025-11-14 13F Brevan Howard Capital Management LP 0 -100,00 0 -100,00
2026-02-17 13F Qube Research & Technologies Ltd 79.526 1.432
2026-01-27 13F Zurcher Kantonalbank (Zurich Cantonalbank) 0 -100,00 0 -100,00
2026-02-17 13F Petrus Trust Company, LTA 0 -100,00 0 -100,00
2026-02-17 13F Alliancebernstein L.p. 21.976 -16,93 396 -18,22
2026-03-09 13F EMC Capital Management 3.520 -15,00 0
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 147.852 -23,56 2.632 -24,20
2026-02-09 13F Geode Capital Management, Llc 805.356 -0,48 14.507 -1,95
2026-02-09 13F Royce & Associates Lp 1.300.634 4,13 23.424 2,60
2025-11-14 13F DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0 -100,00 0 -100,00
2026-02-17 13F Two Sigma Advisers, Lp 224.900 81,08 4.050 78,41
2025-09-25 NP DCOR - Dimensional US Core Equity 1 ETF 1.831 0,00 33 0,00
2026-02-04 13F Pacific Ridge Capital Partners, LLC 48.569 24,33 875 22,41
2026-02-17 13F Public Employees Retirement System Of Ohio 19.072 -12,35 343 -13,60
2026-02-11 13F Parallel Advisors, LLC 3.079 -17,83 55 -19,12
2026-02-10 13F Bank of New York Mellon Corp 330.121 -5,18 5.945 -6,58
2026-02-13 13F Sei Investments Co 70.024 41,48 1.261 39,49
2026-02-13 13F Victory Capital Management Inc 37.054 208,45 667 204,57
2026-02-13 13F Morgan Stanley 130.871 110,03 2.357 106,85
2026-02-12 13F Renaissance Technologies Llc 1.368.146 -6,42 24.640 -7,80
2026-02-12 13F Campbell & CO Investment Adviser LLC 50.962 127,11 918 123,66
2026-01-30 13F Us Bancorp \de\ 1.477 2,86 27 0,00
2026-02-10 13F Semanteon Capital Management, LP 0 -100,00 0
2025-09-25 NP DFVEX - U.s. Vector Equity 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 25.451 0,00 453 -0,66
2025-09-24 NP PJARX - SmallCap Value Fund II R-3 26.978 -2,28 480 -3,03
2026-02-13 13F Toroso Investments, LLC 21.379 -8,51 385 -9,84
2025-09-25 NP DFAT - Dimensional U.S. Targeted Value ETF 159.171 0,25 2.833 -0,56
2026-02-13 13F Wells Fargo & Company/mn 35.813 39,89 645 37,90
2026-02-06 13F GPS Wealth Strategies Group, LLC 0 -100,00 0
2026-02-02 13F Danske Bank A/s 0 -100,00 0
2026-02-06 13F Larson Financial Group LLC 225 0,00 4 0,00
2026-01-09 13F SG Americas Securities, LLC 18.829 -64,08 0
2026-02-13 13F State Street Corp 598.223 -10,99 10.774 -12,31
2026-01-14 13F Hennion & Walsh Asset Management, Inc. 36.842 -29,91 664 -30,94
2026-02-12 13F Dimensional Fund Advisors Lp 1.869.171 -1,33 33.665 -2,78
2025-12-16 13F Emergent Wealth Advisors, LLC 0 0
2025-09-29 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 2.767 -4,26 49 -3,92
2026-02-03 13F SBI Securities Co., Ltd. 99 70,69 2 0,00
2025-09-26 NP PASIX - PACE Alternative Strategies Investments Class A 340 38,21 6 50,00
2026-02-12 13F Jane Street Group, Llc 0 -100,00 0
2026-02-12 13F Nuveen, LLC 110.118 0,00 1.983 -1,44
2026-02-12 13F Swiss National Bank 0 -100,00 0
2026-02-12 13F New York State Common Retirement Fund 5.715 -49,49 103 -50,49
2026-02-17 13F Quantinno Capital Management LP 52.497 53,39 945 51,20
2026-02-12 13F Aviva Plc 27.760 5,75 500 4,18
2026-01-20 13F Signaturefd, Llc 1.321 12,91 24 9,52
2026-02-03 13F SummerHaven Investment Management, LLC 45.310 0,00 816 -1,45
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 62.841 -0,40 1.119 -1,24
2025-09-25 NP DFAU - Dimensional US Core Equity Market ETF 5.198 0,00 93 -1,08
2026-02-17 13F Citadel Advisors Llc 0 -100,00 0
2026-02-13 13F Sterling Capital Management LLC 1.408 -17,71 25 -19,35
2025-09-26 NP USMIX - Extended Market Index Fund 2.816 -1,47 50 -1,96
2026-02-09 13F Annis Gardner Whiting Capital Advisors, LLC 0 -100,00 0
2026-01-21 13F Westfuller Advisors, LLC 96 1,05 2 0,00
2026-02-11 13F Empowered Funds, LLC 21.111 4,59 380 3,26
2025-09-25 NP DFSV - Dimensional US Small Cap Value ETF 133.349 0,00 2.374 0,00
2026-02-05 13F Amalgamated Bank 768 -12,63 0
2026-02-10 13F Root Financial Partners, LLC 114 0,00 2 0,00
2025-09-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 29.437 0,00 524 -0,95
2026-02-06 13F Bare Financial Services, Inc 0 -100,00 0
2026-02-11 13F Ameritas Investment Partners, Inc. 2.271 41
2025-09-25 NP Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 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 13.134 0,00 234 -0,85
2026-02-17 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 689.900 1,41 12.425 -0,09
2026-02-13 13F Y-Intercept (Hong Kong) Ltd 14.514 -58,10 261 -58,77
2026-02-13 13F Cornerstone Financial Management LLC 56 1
2026-01-28 13F Teacher Retirement System Of Texas 219.013 -1,86 3.944 -3,31
2026-02-11 13F Deutsche Bank Ag\ 17.166 -10,45 309 -11,71
2026-02-13 13F Smartleaf Asset Management LLC 20 -25,93 0
2026-01-21 13F Rocky Mountain Advisers, Llc 0 -100,00 0
2026-01-29 13F UBS Group AG 58.041 -51,14 1.045 -51,87
2026-01-28 13F Universal- Beteiligungs- und Servicegesellschaft mbH 133.429 -25,02 2.403 -26,13
2026-02-17 13F Aqr Capital Management Llc 134.416 -9,93 2.421 -11,29
2025-11-13 13F Mackenzie Financial Corp 0 -100,00 0
2025-09-26 NP FSMD - Fidelity Small-Mid Factor 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 62.808 3,01 1.118 2,10
2026-01-23 13F LOM Asset Management Ltd 1.500 0,00 27 0,00
2026-01-21 13F Unison Advisors LLC 0 -100,00 0
2026-02-17 13F California State Teachers Retirement System 1.502 -93,72 27 -93,81
2026-01-12 13F Kozak & Associates, Inc. 2.000 0,00 37 12,50
2026-01-26 13F Cwm, Llc 3.099 -35,48 0
2026-02-13 13F Martingale Asset Management L P 44.778 0,60 806 -0,86
2026-01-08 13F True Wealth Design, LLC 18 0
2025-09-25 NP DFUS - Dimensional U.S. Equity ETF 5.116 0,00 91 0,00
2026-01-14 13F Wedge Capital Management L L P/nc 107.792 15,70 1.941 13,98
2026-02-02 13F Seizert Capital Partners, Llc 22.559 0,00 406 -1,46
2026-02-04 13F Virginia Retirement Systems Et Al 0 -100,00 0
2026-02-12 13F Triumph Capital Management 200 0,00 4 0,00
2026-02-12 13F Commonwealth Equity Services, Llc 17.647 -5,41 318
2026-01-08 13F Armstrong Advisory Group, Inc 1.860 0,00 33 -2,94
2026-02-12 13F Principal Securities, Inc. 0 -100,00 0
2025-11-05 13F Bessemer Group Inc 0 -100,00 0
2026-01-23 13F State of Alaska, Department of Revenue 5.588 297,44 0
2026-02-13 13F SRS Capital Advisors, Inc. 100 -96,94 2 -98,31
2026-02-10 13F Rothschild Investment Llc 88 -28,46 2 -50,00
2026-02-17 13F Northern Trust Corp 243.639 -12,89 4.388 -14,20
2025-09-25 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 48.571 -29,64 865 -30,27
2026-02-04 13F Ameritas Advisory Services, LLC 0 -100,00 0 -100,00
2025-11-14 13F Raymond James Financial Inc 0 -100,00 0
2026-01-23 13F Farther Finance Advisors, LLC 295 2.850,00 5
2026-02-17 13F ExodusPoint Capital Management, LP 0 -100,00 0 -100,00
2026-02-13 13F Rhumbline Advisers 49.993 -9,74 900 -11,07
2025-11-14 13F Susquehanna International Group, Llp 0 -100,00 0 -100,00
2026-02-10 13F Private Wealth Asset Management, LLC 10 0,00 0
2026-02-13 13F Kilter Group LLC 10 0
2026-02-13 13F Ubs Asset Management Americas Inc 309 -99,21 6 -99,30
2026-02-13 13F Jacobs Levy Equity Management, Inc 164.415 4,29 2.961 2,78
2026-02-13 13F Great West Life Assurance Co /can/ 2.742 -44,94 0
2026-02-06 13F Gsa Capital Partners Llp 15.441 -63,66 0
2026-02-10 13F Bnp Paribas Arbitrage, Sa 9.532 76,09 172 74,49
2026-02-11 13F Vise Technologies, Inc. 10.067 181
2026-02-17 13F Lazard Asset Management Llc 88.528 127,77 1.594 124,51
2025-09-26 NP SLPIX - Small-cap Profund Investor Class 22 -12,00 0
2026-02-13 13F Segall Bryant & Hamill, Llc 92.358 -0,08 1.663 -1,54
2026-02-06 13F Lsv Asset Management 499.006 0,02 9 -11,11
2026-02-10 13F Goldman Sachs Group Inc 632.839 72,76 11.397 70,21
2026-02-13 13F MAI Capital Management 513 -70,84 9 -71,87
2026-02-17 13F Aquatic Capital Management LLC 7.468 8,34 134 6,35
2026-01-30 13F North Star Investment Management Corp. 48.000 0,00 864 -1,48
2026-02-17 13F Jones Financial Companies Lllp 1.460 -29,06 26 -29,73
2026-01-05 13F GAMMA Investing LLC 148 -25,25 3 -33,33
2026-02-12 13F Quadrant Capital Group Llc 3.706 3.681,63 67 6.500,00
2026-02-17 13F Two Sigma Investments, Lp 295.157 55,86 5.316 53,57
2026-01-22 13F Financial Consulate, Inc 26 0,00 0
2026-02-14 13F Rockefeller Capital Management L.P. 289 5
2026-02-17 13F Fmr Llc 1.959 36,33 35 34,62
2025-09-26 NP TIEIX - TIAA-CREF Equity Index Fund Institutional Class 78.667 0,00 1.400 -0,85
2025-09-26 NP SMMV - iShares Edge MSCI Min Vol USA Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 15.913 -1,66 283 -2,41
2026-02-17 13F Engineers Gate Manager LP 14.457 260
2026-02-09 13F Legal & General Group Plc 5.931 -83,52 107 -83,87
2026-01-27 13F Evergreen Capital Management Llc 20.055 361
2026-02-18 13F GWM Advisors LLC 0 -100,00 0
2026-02-17 13F Millennium Management Llc 20.453 -69,91 368 -70,37
2026-01-27 13F WealthCollab, LLC 1.809 180,90 33 190,91
2025-09-26 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 219 -1,35 4 0,00
2025-09-25 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9.841 0,00 175 -0,57
2026-02-17 13F Cetera Investment Advisers 13.571 -2,01 244 -3,56
2026-02-19 13F Invesco Ltd. 45.866 -6,73 826 -8,02
2026-02-12 13F MetLife Investment Management, LLC 13.096 3,62 236 1,73
2026-02-11 13F Franklin Resources Inc 20.166 -0,63 363 -1,89
2026-02-12 13F Alps Advisors Inc 189.472 -6,20 3.412 -7,58
2025-09-25 NP DFAC - Dimensional U.S. Core Equity 2 ETF 55.262 -16,73 984 -17,46
2025-09-25 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3.943 0,00 70 0,00
2025-09-29 NP RSSL - Global X Russell 2000 ETF 12.716 -17,09 226 -17,82
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 38.318 -13,91 682 -14,54
2026-01-28 13F City State Bank 500 0,00 9 0,00
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 255.901 -0,61 4.555 -1,43
2026-02-11 13F Allianz Asset Management GmbH 43.079 -65,77 776 -66,30
2025-09-26 NP LSVQX - LSV Small Cap Value Fund Institutional Class Shares 60.900 0,00 1.084 -0,82
2026-01-27 13F GHP Investment Advisors, Inc. 4.797 0,52 86 -1,15
2026-01-23 13F Optima Capital Llc 27 0
2026-02-17 13F Creative Planning 339.788 113,15 6.120 109,99
2026-02-13 13F Public Employees Retirement Association Of Colorado 0 -100,00 0
2026-02-17 13F Mercer Global Advisors Inc /adv 16.396 28,72 295 27,16
2025-09-26 NP UAPIX - Ultrasmall-cap Profund Investor Class 275 5,77 5 0,00
2026-01-26 13F Lakewood Asset Management LLC 10.321 186
2025-11-10 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0 -100,00 0 -100,00
2026-01-29 13F Quest 10 Wealth Builders, Inc. 2.000 0,00 36 0,00
2026-01-29 13F Midwest Capital Advisors, LLC 250 5
2026-02-17 13F Ameriprise Financial Inc 137.367 -10,74 2.474 -12,09
2026-01-23 13F Robeco Institutional Asset Management B.V. 237.283 -5,62 4.273 -7,01
2026-02-03 13F Denali Advisors Llc 0 -100,00 0
2026-02-05 13F Cambridge Investment Research Advisors, Inc. 10.847 0
2026-01-21 13F SJS Investment Consulting Inc. 2 0
2025-11-12 13F Globeflex Capital L P 0 -100,00 0
2026-01-26 13F Mirae Asset Global Investments Co., Ltd. 23.173 -25,08 417 -26,19
2026-02-10 13F Connor, Clark & Lunn Investment Management Ltd. 19.616 353
2026-01-15 13F Allspring Global Investments Holdings, LLC 1.700.919 3,37 30.617 1,79
2025-09-25 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 238.930 0,00 4.253 -0,84
2026-01-29 13F Vanguard Group Inc 1.855.952 0,35 33.426 -1,13
2025-09-25 NP DXUV - Dimensional US Vector Equity ETF 28 0,00 0
2026-02-17 13F Delaware Management Holdings, Inc. 23.300 420
2025-09-25 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability 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 8.289 0,00 148 -0,68
2025-09-25 NP DFUV - Dimensional US Marketwide Value ETF 26.765 0,00 476 -0,83
2026-01-29 13F Polaris Capital Management, LLC 105.100 0,00 1.893 -1,51
2025-09-25 NP ROSC - Hartford Multifactor Small Cap ETF 10.723 13,09 191 0,00
2026-02-17 13F Atom Investors LP 16.929 -2,31 305 -3,80
2026-02-10 13F Bruce G. Allen Investments, LLC 11 0
2026-02-13 13F Charles Schwab Investment Management Inc 1.220.960 7,25 21.989 5,67
2026-02-10 13F Intech Investment Management Llc 13.789 -0,25 248 -1,59
2026-02-11 13F Vestcor Inc 66.304 38,87 1
2026-01-08 13F Versant Capital Management, Inc 649 1.866,67 12
2026-02-03 13F Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 0 -100,00 0
2025-09-24 NP FIDU - Fidelity MSCI Industrials 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 6.657 2,49 118 1,72
2026-02-13 13F Glen Eagle Advisors, LLC 100 0,00 2 0,00
2025-11-19 13F Caitong International Asset Management Co., Ltd 0 -100,00 0 -100,00
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 1.476 0,00 26 0,00
2026-01-09 13F IFS Advisors, LLC 100 2
2026-01-13 13F CoreCap Advisors, LLC 4.654 2,65 84 1,22
2026-02-09 13F Quest Partners LLC 23.853 126,44 430 123,44
2026-02-11 13F Los Angeles Capital Management Llc 50 -99,68 1 -100,00
2026-02-13 13F Pinnacle Wealth Planning Services, Inc. 279 5
2026-02-17 13F Evolve Private Wealth, Llc 25.730 463
2025-09-25 NP DFAS - Dimensional U.S. Small Cap ETF 72.378 0,00 1.288 0,00
2026-02-13 13F American Century Companies Inc 837.773 4,47 15.088 2,93
2026-01-20 13F Harbor Capital Advisors, Inc. 217 -1,81 0
2025-09-25 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 39.779 -25,38 708 -25,94
2026-02-17 13F Almitas Capital LLC 138.956 2.503
2025-09-26 NP TASVX - PGIM QMA SMALL-CAP VALUE FUND Class Z 0 -100,00 0 -100,00
2026-02-11 13F Meeder Asset Management Inc 786 235,90 14 250,00
2026-02-17 13F Optiver Holding B.V. 154 0,00 3 0,00
2026-02-11 13F LPL Financial LLC 16.612 9,84 299 8,33
2026-02-05 13F Allworth Financial LP 335 467,80 6 500,00
2026-02-12 13F BlackRock, Inc. 2.253.519 8,62 40.586 7,01
2026-02-06 13F Pnc Financial Services Group, Inc. 3.443 81,31 62 82,35
2025-09-29 NP DIV - Global X SuperDividend U.S. ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., 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 671.243 3,24 11.948 2,38
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 12.551 4,27 223 3,24
2026-01-09 13F Assenagon Asset Management S.A. 0 -100,00 0
2026-01-21 13F Capital Advisors, Ltd. LLC 737 -10,88 0
2026-02-13 13F Macquarie Group Ltd 0 -100,00 0
2026-02-17 13F Bank Of America Corp /de/ 253.392 -2,59 4.564 -4,04
2026-02-17 13F Hotchkis & Wiley Capital Management Llc 167.593 2,00 3.018 0,50
2025-09-29 NP CFSLX - Column Small Cap Fund 2.615 0,00 48 -2,08
2025-09-24 NP SFSNX - Schwab Fundamental US Small Company Index Fund Institutional Shares 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 19.804 96,02 353 94,48
2026-02-17 13F Janus Henderson Group Plc 0 -100,00 0
2026-02-17 13F Bridgeway Capital Management Inc 31.011 -63,51 559 -64,07
2026-01-30 13F Caldwell Securities, Inc 6.632 -9,15 119 -10,53
2026-02-06 13F EverSource Wealth Advisors, LLC 513 -68,80 9 -70,00
2025-11-13 13F Hsbc Holdings Plc 0 -100,00 0
2026-02-13 13F Marshall Wace, Llp 11.911 215
2026-02-13 13F Kestra Advisory Services, LLC 2.804 51
2026-02-17 13F Tower Research Capital LLC (TRC) 846 -29,32 15 -28,57
2026-02-20 13F Sunbelt Securities, Inc. 6 -64,71 0
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 8.199 5,49 146 4,32
2026-02-17 13F Royal Bank Of Canada 170.356 608,37 3.068 598,86
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 10.401 0,00 185 -0,54
2026-02-02 13F Fifth Third Bancorp 13 0,00 0
2026-02-09 13F Hartland & Co., LLC 102 2,00 2 0,00
2025-10-30 13F Traub Capital Management LLC 0 -100,00 0
2026-02-17 13F Price T Rowe Associates Inc /md/ 45.706 -7,82 1
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 3.613 15,51 64 14,29
2026-01-30 13F Archer Investment Corp 0 -100,00 0
2026-02-13 13F Arrowstreet Capital, Limited Partnership 228.503 372,45 4.115 365,50
2025-11-13 13F Jump Financial, LLC 0 -100,00 0
2025-09-29 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 112 7,69 2 0,00
2026-02-11 13F Zions Bancorporation, National Association /ut/ 0 -100,00 0
2026-02-06 13F IFP Advisors, Inc 234 -4,10 4 0,00
2025-09-25 NP DFSTX - U.s. Small Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 158.696 0,00 2.825 -0,84
2026-01-22 13F Bartlett & Co. Wealth Management Llc 2.871 0,00 52 -1,92
2026-02-06 13F Covestor Ltd 510 4,94 0
2026-02-13 13F Citigroup Inc 7.842 -16,18 141 -17,54
2026-01-29 13F Comerica Bank 33.266 23,05 599 21,26
2026-02-13 13F Police & Firemen's Retirement System of New Jersey 7.476 0,00 135 -1,47
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