SMTI - Sanara MedTech Inc. Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (NasdaqCM)

Sanara MedTech Inc.
US ˙ NasdaqCM ˙ US79957L1008

Grundlæggende statistik
Institutionelle ejere 137 total, 137 long only, 0 short only, 0 long/short - change of -0,72% MRQ
Gennemsnitlig porteføljeallokering 0.0263 % - change of 625,71% MRQ
Deler fremragende shares (source: Capital IQ)
Institutionelle aktier (lange) 1.297.392 - 14,57% (ex 13D/G) - change of 0,16MM shares 14,22% MRQ
Institutionel værdi (lang) $ 35.511 USD ($1000)
Institutionelt ejerskab og aktionærer

Sanara MedTech Inc. (US:SMTI) har 137 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 1,297,392 aktier. Største aktionærer omfatter BlackRock, Inc., Vanguard Group Inc, Stonebridge Wealth Management, LLC, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, IWM - iShares Russell 2000 ETF, Geode Capital Management, Llc, Marshall Wace, Llp, State Street Corp, VEXMX - Vanguard Extended Market Index Fund Investor Shares, and FSSNX - Fidelity Small Cap Index Fund .

Sanara MedTech Inc. (NasdaqCM:SMTI) 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 September 10, 2025 is 33,76 / share. Previously, on September 11, 2024, the share price was 33,51 / share. This represents an increase of 0,73% over that period.

SMTI / Sanara MedTech 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.

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.

SMTI / Sanara MedTech 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.

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Fil dato Form Investor Forrige
Aktier
Seneste
Aktier
Δ Aktier
(Procent)
Ejendomsret
(Procent)
Δ Ejerskab
(Procent)
2024-10-08 13G TALL PINES CAPITAL, LLC 612,937 6.00
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.

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Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2025-05-22 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 899 -17,07 28 -22,86
2025-08-14 13F/A Barclays Plc 8.853 100,70 0
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 243 0,00 8 0,00
2025-07-25 13F Cwm, Llc 36 -32,08 0
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 91 0,00 3 -33,33
2025-08-12 13F Corebridge Financial, Inc. 0 -100,00 0
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 143 0,00 4 0,00
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 7.363 0,00 209 -7,93
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 378 0,00 11 -9,09
2025-06-26 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 432 0,00 14 -13,33
2025-08-12 13F BlackRock, Inc. 243.495 15,36 6.913 6,09
2025-08-14 13F Hrt Financial Lp 8.053 0
2025-07-31 13F Nisa Investment Advisors, Llc 18 -66,67 1 -100,00
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 6.455 16,85 206 3,00
2025-07-14 13F GAMMA Investing LLC 13 -77,59 0 -100,00
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 878 0,00 25 -11,11
2025-09-04 13F/A Advisor Group Holdings, Inc. 193 56,91 5 66,67
2025-08-14 13F Bank Of America Corp /de/ 2.208 -10,93 63 -18,42
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 1.654 0,00 53 -13,33
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 930 75,47 26 62,50
2025-08-12 13F Proequities, Inc. 0 0
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 2.363 -37,00 67 -41,74
2025-08-12 13F Jpmorgan Chase & Co 8.742 -25,41 248 -31,30
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 167 0,00 5 -20,00
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 1.153 -44,00 33 -49,21
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 441 0,00 14 -12,50
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 -100,00 0
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 29.194 -17,80 829 -24,45
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 15 7,14 0
2025-05-14 13F Price T Rowe Associates Inc /md/ 0 -100,00 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 49.654 -25,90 1.410 -31,87
2025-08-12 13F Charles Schwab Investment Management Inc 9.221 -18,80 262 -25,43
2025-08-14 13F Fmr Llc 480 200,00 14 225,00
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 4 -33,33 0
2025-08-12 13F Legal & General Group Plc 344 -25,05 10 -35,71
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 910 78,43 26 66,67
2025-08-12 13F Dimensional Fund Advisors Lp 32.975 17,73 936 8,33
2025-08-15 13F Tower Research Capital LLC (TRC) 929 145,77 26 136,36
2025-08-14 13F California State Teachers Retirement System 289 0,00 8 0,00
2025-08-26 NP Profunds - Profund Vp Small-cap 7 -22,22 0
2025-07-28 NP URTY - ProShares UltraPro Russell2000 295 -28,74 9 -42,86
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 20.630 13,04 598 -5,53
2025-07-29 NP VRTGX - Vanguard Russell 2000 Growth 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 3.546 -4,34 103 -20,31
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 102 0,00 3 0,00
2025-08-14 13F Wells Fargo & Company/mn 1.571 -18,81 45 -25,42
2025-08-14 13F Royal Bank Of Canada 32.627 3,15 927 -5,02
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 6.940 -23,29 197 -29,39
2025-08-14 13F Millennium Management Llc 8.266 235
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 433 0,00 12 -7,69
2025-08-14 13F Susquehanna International Group, Llp 9.250 263
2025-08-11 13F Vanguard Group Inc 175.983 -10,43 4.996 -17,61
2025-05-27 NP Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 528 -0,75 16 -5,88
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 99.739 4,21 2.832 -4,16
2025-07-28 NP UWM - ProShares Ultra Russell2000 404 -18,55 12 -35,29
2025-03-19 NP NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 0 -100,00 0 -100,00
2025-07-29 13F Stephens Inc /ar/ 12.794 18,00 363 8,68
2025-05-29 NP JAEWX - Small Cap Index Trust NAV 884 -4,95 27 3,85
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 635 -13,84 18 -18,18
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 193 59,50 6 50,00
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 5.647 -2,59 160 -10,11
2025-07-17 13F Janney Montgomery Scott LLC 25.030 -4,88 1
2025-08-08 13F/A Sterling Capital Management LLC 9 200,00 0
2025-06-18 NP GMRAX - Nationwide Small Cap Index Fund Class A 359 0,00 11 -15,38
2025-05-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 690 0,00 21 -4,55
2025-07-24 13F IFP Advisors, Inc 0 0
2025-06-26 NP USMIX - Extended Market Index Fund 296 -20,64 9 -30,77
2025-08-14 13F Raymond James Financial Inc 52 1
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 4.941 8,14 143 -9,49
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 346 0,00 11 -8,33
2025-08-14 13F Bnp Paribas Arbitrage, Sa 333 29,07 9 28,57
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 5.156 0,00 150 -16,29
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 18.986 -2,13 551 -18,15
2025-08-14 13F UBS Group AG 7.795 43,82 221 32,34
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 68 -4,23 2 -50,00
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 6.601 0,00 191 -16,23
2025-05-28 13F Strs Ohio 0 -100,00 0
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 3.100 0,00 88 -7,37
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 7 -22,22 0
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 580 0,00 16 -5,88
2025-08-27 NP JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 850 0,00 24 -7,69
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 460 2,22 15 -12,50
2025-08-13 13F EverSource Wealth Advisors, LLC 7 -46,15 0
2025-06-27 NP RSSL - Global X Russell 2000 ETF 2.399 4,03 77 -8,43
2025-07-08 13F/A Salem Investment Counselors Inc 11.215 0,00 318 -8,09
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 783 0,00 22 -8,33
2025-08-04 13F Amalgamated Bank 128 0,00 0
2025-08-13 13F Marshall Wace, Llp 71.511 144,28 2.030 124,81
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 40.571 0,54 1.296 -11,60
2025-08-28 NP TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 448 0,00 13 -7,69
2025-08-13 13F Renaissance Technologies Llc 37.400 9,04 1.062 0,28
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 435 -29,27 12 -33,33
2025-08-06 13F True Wealth Design, LLC 2 0,00 0
2025-08-22 NP FECGX - Fidelity Small Cap Growth 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 2.056 -18,45 58 -24,68
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 360 0,00 11 -15,38
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 910 39,57 29 26,09
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 5.089 0,00 163 -11,96
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 799 0,00 23 -8,33
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1.657 -30,44 47 -35,62
2025-08-15 13F Morgan Stanley 21.113 31,43 599 21,01
2025-08-05 13F Bank of New York Mellon Corp 13.688 -1,38 389 -9,35
2025-08-12 13F Ameritas Investment Partners, Inc. 313 0,00 9 -11,11
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 3.200 0,00 91 -8,16
2025-08-12 13F Rhumbline Advisers 3.489 -6,06 99 -13,16
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 794 50,95 23 37,50
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 15 -25,00 0
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 4 -20,00 0
2025-07-28 NP VCSLX - Small Cap Index Fund 1.121 -27,58 33 -39,62
2025-08-12 13F Deutsche Bank Ag\ 1.470 -44,94 42 -50,00
2025-06-26 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 4.175 270,78 133 232,50
2025-08-14 13F State Street Corp 65.314 3,22 1.854 -5,07
2025-08-27 13F/A Squarepoint Ops LLC 7.078 -54,74 201 -58,51
2025-08-11 13F Citigroup Inc 1.084 -62,76 31 -66,29
2025-07-28 NP HDG - ProShares Hedge Replication ETF 5 0,00 0
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 313 0,00 9 -11,11
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 119 0,00 3 0,00
2025-04-15 13F Fifth Third Bancorp 0 -100,00 0 -100,00
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 1.500 0,00 43 -8,70
2025-08-13 13F New York State Common Retirement Fund 2.433 0,00 0
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 9.702 0,00 310 -12,22
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 1.383 -55,66 39 -59,37
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 1 -50,00 0
2025-08-14 13F Goldman Sachs Group Inc 0 -100,00 0
2025-08-13 13F State Board Of Administration Of Florida Retirement System 7.100 0,00 201 -4,76
2025-08-14 13F Citadel Advisors Llc 22.773 47,66 647 35,71
2025-08-26 NP NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 2.813 -5,54 80 -13,19
2025-05-29 NP JAFEX - Total Stock Market Index Trust NAV 144 21,01 4 33,33
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 571 0,00 16 -5,88
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 100 0,00 3 -33,33
2025-05-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 1.604 17,42 50 -2,00
2025-08-28 NP GMSMX - GuideMark(R) Small/Mid Cap Core Fund Service Shares 1.710 0,00 49 -7,69
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 11 -26,67 0
2025-08-13 13F MetLife Investment Management, LLC 0 -100,00 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 3.962 0,00 112 -8,20
2025-08-28 NP QCSTRX - Stock Account Class R1 0 -100,00 0 -100,00
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 4.006 0,63 116 -15,94
2025-05-09 13F R Squared Ltd 0 -100,00 0
2025-08-08 13F Geode Capital Management, Llc 77.739 -12,41 2.207 -19,45
2025-08-08 13F Pnc Financial Services Group, Inc. 8 0
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 1.600 13,64 45 4,65
2025-08-14 13F Lazard Asset Management Llc 3.160 63.100,00 0
2025-08-27 13F Stonebridge Wealth Management, LLC 119.663 3.397
2025-06-23 NP PPNMX - SmallCap Growth Fund I R-3 442 -7,53 14 -17,65
2025-08-13 13F Hsbc Holdings Plc 13.393 382
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 41 -30,51 1 -50,00
2025-08-12 13F Nuveen, LLC 0 -100,00 0
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 125 -43,69 4 -50,00
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 89.193 -8,33 2.532 -15,68
2025-05-09 13F Strategic Investment Solutions, Inc. /IL 0 -100,00 0 -100,00
2025-06-26 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 8.376 275,61 268 229,63
2025-08-13 13F Northern Trust Corp 34.156 -16,18 970 -22,91
2025-08-11 13F Covestor Ltd 0 -100,00 0
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