Depository Institutions - Latest Institutional Ownership Updates

This table shows recent investment for the industry. A lot of people consider institutional money to be "smart money" since they tend to be well-informed and have dedicated research teams. So, tracking the filings of institutions can be considered a proxy for institutional sentiment. If you see a number of institutions accumulating shares, for example, that might be considered a positive signal.

File Date Form Target Company Investor Prior Shares Current Shares Change
(Percent)
2025-09-03 13F-HR JPM / JPMorgan Chase Q3 Asset Management 11,815 0 -100.00
2025-09-03 13F-HR JBBB / Janus Detroit Street Trust - Janus Henderson B-BBB CLO ETF Q3 Asset Management 10,655 0 -100.00
2025-09-03 13F-HR GDX / VanEck ETF Trust - VanEck Gold Miners ETF Q3 Asset Management 232,206 86,688 -62.67
2025-09-03 13F-HR UCON / First Trust Exchange-Traded Fund VIII - First Trust TCW Unconstrained Plus Bond ETF Q3 Asset Management 21,700 17,486 -19.42
2025-09-03 13F-HR JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF Q3 Asset Management 0 43,771
2025-09-03 SCHEDULE 13G BAUG / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - August Brookstone Capital Management 16,481 571,686 3,368.76
2025-09-03 SCHEDULE 13G PBBK / PB Bankshares Chicago Capital Management, LLC 145,751
2025-09-03 13F-HR IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF American Trust 17,191 17,191 0.00
2025-09-03 13F-HR JPM / JPMorgan Chase American Trust 36,342 37,250 2.50
2025-09-03 13F-HR WTFC / Wintrust Financial American Trust 0 2,018
2025-09-03 13F-HR PNC / PNC Financial Services Group American Trust 0 1,182
2025-09-03 13F-HR WFC / Wells Fargo American Trust 2,934 2,862 -2.45
2025-09-03 13F-HR PRN / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Industrials Momentum ETF American Trust 18,279
2025-09-03 13F-HR USTB / Victory Portfolios II - VictoryShares Short-Term Bond ETF American Trust 3,989
2025-09-03 13F-HR JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF American Trust 11,081
2025-09-03 13F-HR DBP / Invesco DB Multi-Sector Commodity Trust - Invesco DB Precious Metals Fund American Trust 0 13,888
2025-09-03 13F-HR RSPU / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Utilities ETF American Trust 14,124
2025-09-03 13F-HR FIBK / First Interstate BancSystem American Trust 28,570
2025-09-03 13F-HR IMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF American Trust 0 93,044
2025-09-03 13F-HR TFC / Truist Financial American Trust 18,147 19,802 9.12
2025-09-03 13F-HR IWY / iShares Trust - iShares Russell Top 200 Growth ETF American Trust 0 2,418
2025-09-03 13F-HR ILCB / iShares Trust - iShares Morningstar U.S. Equity ETF American Trust 0 17,226
2025-09-03 13F-HR RPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Growth ETF American Trust 0 23,559
2025-09-03 13F-HR BUFG / First Trust Exchange-Traded Fund VIII - FT Vest Buffered Allocation Growth ETF American Trust 0 18,562
2025-09-03 13F-HR PXH / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Emerging Markets ETF American Trust 12,925
2025-09-03 13F-HR CADE / Cadence Bank American Trust 10,269
2025-09-03 13F-HR IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF American Trust 11,328 11,328 0.00
2025-09-03 13F-HR AOM / iShares Trust - iShares Core 40 American Trust 0 98,085
2025-09-03 13F-HR SYBT / Stock Yards Bancorp American Trust 6,355 6,880 8.26
2025-09-03 13F-HR FBP / First BanCorp. American Trust 0 10,750
2025-09-03 13F-HR BAC / Bank of America American Trust 4,840 7,939 64.03
2025-09-03 SCHEDULE 13G/A XSHQ / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Quality ETF New York Life Investment Management Llc 568,346 0 -100.00
2025-09-03 13F-HR AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF Ballentine Capital Advisors, Inc 64,929 64,444 -0.75
2025-09-02 SCHEDULE 13G MBBC / Marathon Bancorp Marathon Bank Employee Stock Ownership Plan Trust 254,445
2025-09-02 13F-HR IBD / Northern Lights Fund Trust IV - Inspire Corporate Bond ETF Pvg Asset Management Corp 8,611 8,951 3.95
2025-09-02 13F-HR JPM / JPMorgan Chase Pvg Asset Management Corp 0 780
2025-09-02 13F-HR BAC / Bank of America Pvg Asset Management Corp 0 4,580
2025-09-02 13F-HR RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF Pvg Asset Management Corp 0 3,513
2025-09-02 13F-HR/A HDB / HDFC Bank Limited - Depositary Receipt () Aegon Asset Management Uk Plc 330,186 336,947 2.05
2025-09-02 13F-HR/A C.WSA / Citigroup Aegon Asset Management Uk Plc 4,263 4,263 0.00
2025-09-02 13F-HR/A USB / U.S. Bancorp Aegon Asset Management Uk Plc 939,345 773,516 -17.65
2025-09-02 13F-HR/A CFG / Citizens Financial Group Aegon Asset Management Uk Plc 803,576 732,413 -8.86
2025-09-02 13F-HR/A STT / State Street Aegon Asset Management Uk Plc 621,774 520,218 -16.33
2025-09-02 13F-HR/A JPM / JPMorgan Chase Aegon Asset Management Uk Plc 940,346 892,404 -5.10
2025-09-02 13F-HR BAC / Bank of America Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 470
2025-09-02 13F-HR C / Citigroup Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 116
2025-09-02 13F-HR WFC / Wells Fargo Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 235
2025-09-02 13F-HR JPM / JPMorgan Chase Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 107
2025-09-02 13F-HR/A FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF FSC Wealth Advisors, LLC 199,484 199,679 0.10
2025-09-02 13F-HR/A HSBC / HSBC Holdings plc - Depositary Receipt () FSC Wealth Advisors, LLC 79 0 -100.00
2025-09-02 13F-HR/A DDEC / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - December FSC Wealth Advisors, LLC 541 0 -100.00
2025-09-02 13F-HR/A FITB / Fifth Third Bancorp FSC Wealth Advisors, LLC 661 0 -100.00
2025-09-02 13F-HR/A PDP / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Momentum ETF FSC Wealth Advisors, LLC 203 0 -100.00
2025-09-02 13F-HR/A FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF FSC Wealth Advisors, LLC 350 0 -100.00
2025-09-02 13F-HR/A BAC / Bank of America FSC Wealth Advisors, LLC 1,467 0 -100.00
2025-09-02 13F-HR/A KEY / KeyCorp FSC Wealth Advisors, LLC 2,103 0 -100.00
2025-09-02 13F-HR/A TFC / Truist Financial FSC Wealth Advisors, LLC 396 0 -100.00
2025-09-02 13F-HR/A CFG / Citizens Financial Group FSC Wealth Advisors, LLC 2,464 0 -100.00
2025-09-02 13F-HR/A SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF FSC Wealth Advisors, LLC 1,260 0 -100.00
2025-09-02 13F-HR/A HBAN / Huntington Bancshares FSC Wealth Advisors, LLC 1,535 0 -100.00
2025-09-02 13F-HR/A DSEP / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - September FSC Wealth Advisors, LLC 545 0 -100.00
2025-09-02 13F-HR/A CM / Canadian Imperial Bank of Commerce FSC Wealth Advisors, LLC 318 0 -100.00
2025-09-02 13F-HR/A PNC / PNC Financial Services Group FSC Wealth Advisors, LLC 144 0 -100.00
2025-09-02 13F-HR/A DOCT / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - October FSC Wealth Advisors, LLC 563 0 -100.00
2025-09-02 13F-HR/A BK / Bank of New York Mellon FSC Wealth Advisors, LLC 543 0 -100.00
2025-09-02 13F-HR/A USB / U.S. Bancorp FSC Wealth Advisors, LLC 507 0 -100.00
2025-09-02 13F-HR/A FXI / iShares Trust - iShares China Large-Cap ETF FSC Wealth Advisors, LLC 110,736 0 -100.00
2025-09-02 13F-HR/A SUB / iShares Trust - iShares Short-Term National Muni Bond ETF FSC Wealth Advisors, LLC 799 0 -100.00
2025-09-02 13F-HR/A DNOV / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - November FSC Wealth Advisors, LLC 497 0 -100.00
2025-09-02 13F-HR/A ICVT / iShares Trust - iShares Convertible Bond ETF FSC Wealth Advisors, LLC 133 0 -100.00
2025-09-02 13F-HR/A IWY / iShares Trust - iShares Russell Top 200 Growth ETF FSC Wealth Advisors, LLC 527 0 -100.00
2025-09-02 13F-HR/A DJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - January FSC Wealth Advisors, LLC 559 0 -100.00
2025-09-02 13F-HR/A WFC / Wells Fargo FSC Wealth Advisors, LLC 68 0 -100.00
2025-09-02 13F-HR BAC / Bank of America Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 470 2,054 337.02
2025-09-02 13F-HR JPM / JPMorgan Chase Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 107 656 513.08
2025-09-02 13F-HR C / Citigroup Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 116 802 591.38