Via Renewables Inc (VIA) Ownership

11.00 ↑0.00 (0.00%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Via Renewables Inc (VIA), owning a total of 165 thousand shares. Combined, the top 47 institutional holders of VIA own 28.05% of the company with a total of 1.2 million shares.

In the latest ownership report on March 31st 2024, the top 47 institutional holders increased their combined ownership of VIA by 13 thousand shares. 7 institutions bought 57,795 total additional shares and increased their ownership by an average of 542.39%. However 7 institutions sold 44,334 total shares and decreased their ownership by an average of 25.36%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Via Renewables increased by a net total of 13,461 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	5.110%	-4.721%	165,180	-8,185	2024-03-31
Renaissance Technologies Corp	4.306%	6.165%	139,183	8,082	2024-03-31
BlackRock Inc	1.661%	-7.880%	53,686	-4,592	2024-03-31
GSA Capital Partners LLP	1.499%	-29.792%	48,461	-20,564	2024-03-31
Geode Capital Management, LLC	0.821%	0.000%	26,537	0	2024-03-31
Charles Schwab Investment Management Inc	0.691%	0.000%	22,329	0	2024-03-31
Susquehanna International Group, LLP	0.677%	0.000%	21,879	21,879	2024-03-31
Dimensional Fund Advisors, Inc.	0.593%	-27.467%	19,172	-7,260	2024-03-31
Bailard Inc	0.546%	40.589%	17,665	5,100	2024-03-31
Metis Global Partners, LLC	0.532%	0.000%	17,195	0	2024-03-31
Bridgeway Capital Management, LLC	0.441%	0.000%	14,240	0	2024-03-31
Advisor Group Holdings, Inc.	0.379%	-12.929%	12,237	-1,817	2024-03-31
Arrowstreet Capital Limited Partnership	0.345%	0.000%	11,138	11,138	2024-03-31
T. Rowe Price Associates, Inc.	0.337%	0.000%	10,880	0	2024-03-31
State Street Corporation	0.324%	0.000%	10,468	10,468	2024-03-31
Bank of America Corp	0.066%	0.000%	2,117	0	2024-03-31
Morgan Stanley - Brokerage Accounts	0.057%	-49.194%	1,827	-1,769	2024-03-31
Tower Research Capital LLC	0.033%	0.000%	1,053	1,053	2024-03-31
Rhumbline Advisers	0.018%	0.000%	569	0	2024-03-31
Wells Fargo & Co	0.010%	0.000%	306	0	2024-03-31
UBS Group AG	0.005%	-45.511%	176	-147	2024-03-31
Qube Research & Technologies	0.002%	3,750.000%	77	75	2024-03-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	5.110%	-4.721%	165,180	-8,185	2024-03-31
Renaissance Technologies Corp	4.306%	6.165%	139,183	8,082	2024-03-31
Commonwealth Equity Services Inc	0.777%	0.000%	123,203	123,203	2022-09-30
Los Angeles Capital Management LLC	0.411%	-29.870%	65,107	-27,730	2022-12-31
BlackRock Inc	1.661%	-7.880%	53,686	-4,592	2024-03-31
GSA Capital Partners LLP	1.499%	-29.792%	48,461	-20,564	2024-03-31
Citadel Advisors Llc	0.287%	0.000%	45,524	45,524	2022-06-30
Unison Advisors LLC	0.284%	2.094%	45,058	924	2022-12-31
Nuveen Asset Management, LLC	0.269%	-16.388%	43,407	-8,508	2022-12-31
ING Investment Management LLC	0.220%	53.583%	35,513	12,390	2022-12-31
Marshall Wace Asset Management Ltd	0.987%	-3.652%	31,921	-1,210	2023-09-30
Geode Capital Management, LLC	0.821%	0.000%	26,537	0	2024-03-31
JANE STREET GROUP, LLC	0.160%	59.688%	25,812	9,648	2022-12-31
Millennium Management LLC	0.740%	-43.286%	23,913	-18,251	2023-09-30
Bard Associates Inc	0.706%	-6.667%	22,819	-1,630	2023-03-31
Charles Schwab Investment Management Inc	0.691%	0.000%	22,329	0	2024-03-31
Susquehanna International Group, LLP	0.677%	0.000%	21,879	21,879	2024-03-31
AE Wealth Management LLC	0.616%	0.000%	19,919	19,919	2023-09-30
Kepos Capital LP	0.119%	8.271%	19,244	1,470	2022-12-31
Dimensional Fund Advisors, Inc.	0.593%	-27.467%	19,172	-7,260	2024-03-31
Northern Trust Corp	0.585%	1.636%	18,891	304	2023-03-31
Squarepoint Ops LLC	0.582%	-28.088%	18,800	-7,343	2023-12-31
Bailard Inc	0.546%	40.589%	17,665	5,100	2024-03-31
Connor Clark & Lunn Inv Mgmt Ltd	0.545%	0.000%	17,601	0	2023-09-30
Metis Global Partners, LLC	0.532%	0.000%	17,195	0	2024-03-31
Triton Wealth Management, PLLC	0.104%	-5.782%	16,864	-1,035	2022-12-31
Bridgeway Capital Management, LLC	0.441%	0.000%	14,240	0	2024-03-31
Trexquant Investment LP	0.429%	-30.718%	13,864	-6,147	2023-12-31
Advisor Group Holdings, Inc.	0.379%	-12.929%	12,237	-1,817	2024-03-31
Arrowstreet Capital Limited Partnership	0.345%	0.000%	11,138	11,138	2024-03-31
Man Group PLC	0.342%	-14.019%	11,040	-1,800	2023-03-31
T. Rowe Price Associates, Inc.	0.337%	0.000%	10,880	0	2024-03-31
Bank of New York Mellon Corp	0.337%	-47.358%	10,877	-9,785	2023-06-30
State Street Corporation	0.324%	0.000%	10,468	10,468	2024-03-31
Goldman Sachs Group Inc	0.321%	0.000%	10,364	10,364	2023-06-30
Amvescap Plc.	0.311%	-5.063%	10,032	-535	2023-03-31
Nisa Investment Advisors, L.L.C.	0.219%	-14.512%	7,063	-1,199	2023-03-31
PNC Financial Services Group Inc	0.149%	-10.581%	4,800	-568	2023-09-30
JPMorgan Chase & Co	0.094%	-43.648%	3,034	-2,350	2023-12-31
Bank of America Corp	0.066%	0.000%	2,117	0	2024-03-31
Morgan Stanley - Brokerage Accounts	0.057%	-49.194%	1,827	-1,769	2024-03-31
Tower Research Capital LLC	0.033%	0.000%	1,053	1,053	2024-03-31
Rhumbline Advisers	0.018%	0.000%	569	0	2024-03-31
ZRC WEALTH MANAGEMENT, LLC	0.012%	0.000%	373	0	2023-12-31
Wells Fargo & Co	0.010%	0.000%	306	0	2024-03-31
UBS Group AG	0.005%	-45.511%	176	-147	2024-03-31
Qube Research & Technologies	0.002%	3,750.000%	77	75	2024-03-31

Mutual Fund Ownership

WisdomTree US SmallCap Dividend ETF is the biggest individual fund holder of Via Renewables Inc (VIA), owning a total of 247 thousand shares. Combined, the top 74 mutual fund holders of VIA own 23.44% of the company with a total of 1.3 million shares.

In the latest ownership report on May 31st 2024, the top 74 fund holders increased their combined ownership of VIA by 1 thousand shares. 2 funds bought 48 total additional shares and increased their ownership by an average of 3.34%. However 2 funds sold 1,030 total shares and decreased their ownership by an average of 9.12%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Via Renewables decreased by a net total of -982 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.865%	0.000%	124,941	0	2024-05-31
Vanguard Institutional Extnd Mkt Idx Tr	1.150%	0.000%	37,181	0	2024-05-31
Nationwide Bailard Cogntv Val M	0.546%	0.000%	17,665	0	2024-05-31
Fidelity Extended Market Index	0.418%	-0.280%	13,527	-38	2024-05-31
DFA US Core Equity 2 I	0.140%	-17.955%	4,533	-992	2024-05-31
Fidelity Total Market Index	0.139%	0.000%	4,486	0	2024-05-31
Fidelity Series Total Market Index	0.104%	0.000%	3,352	0	2024-05-31
Fidelity Nasdaq Composite Index	0.095%	0.000%	3,068	0	2024-05-31
Dimensional US Core Equity 2 ETF	0.086%	0.000%	2,779	0	2024-05-31
Vanguard Instl Ttl Stk Mkt Idx InstlPls	0.060%	0.000%	1,933	0	2024-05-31
DFA US Core Equity 1 I	0.057%	0.000%	1,857	0	2024-05-31
Spartan Total Market Index Pool E	0.037%	0.000%	1,194	0	2024-05-31
Spartan Extended Market Index Pool E	0.027%	4.481%	886	38	2024-05-31
1290 VT Micro Cap K	0.014%	2.193%	466	10	2024-05-31
JHVIT Total Stock Market Index I	0.004%	0.000%	126	0	2024-05-31
Guggenheim Active Allocation Fund	0.001%	0.000%	15	0	2024-05-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
WisdomTree US SmallCap Dividend ETF	1.560%	0.000%	247,445	0	2022-11-30
Vanguard Total Stock Mkt Idx Inv	3.865%	0.000%	124,941	0	2024-05-31
JPMorgan US Small Company L	0.736%	-5.810%	116,725	-7,200	2022-12-31
JPMorgan Small Cap Value I	0.452%	0.000%	71,600	0	2022-12-31
iShares Russell 2000 ETF	1.666%	-0.056%	53,821	-30	2023-05-31
VY® JPMorgan Small Cap Core Equity S	0.236%	-2.094%	37,400	-800	2022-12-31
Vanguard Extended Market Index Investor	1.151%	0.000%	37,181	0	2023-08-31
Vanguard Institutional Extnd Mkt Idx Tr	1.150%	0.000%	37,181	0	2024-05-31
WisdomTree US SmallCap Earnings ETF	0.219%	0.000%	34,663	0	2022-11-30
JPMCB U.S. Small Company Equity CF	0.157%	-5.691%	24,859	-1,500	2022-12-31
Fidelity® Small Cap Index	0.767%	7.030%	24,787	1,628	2023-05-31
Northern Trust Russell 2000 Growth Index	0.141%	3.458%	22,351	747	2022-12-31
NT R2000 Growth Index Fund - L	0.141%	3.458%	22,351	747	2022-12-31
NT R2000 Index Fund - DC - NL - 2	0.140%	-8.343%	22,191	-2,020	2022-12-31
BrighthouseI JPMorgan Small Cap Value A	0.136%	-2.262%	21,600	-500	2022-12-31
DFA US Micro Cap I	0.135%	0.000%	21,391	0	2023-02-28
Schwab Small-Cap Equity	0.650%	0.000%	21,017	0	2024-03-31
iShares Russell 2000 Growth ETF	0.635%	-0.122%	20,523	-25	2023-05-31
TIAA-CREF Small-Cap Blend Idx Inst	0.127%	0.000%	20,201	0	2023-02-28
iShares Russell 2000 Small-Cap Idx Instl	0.116%	0.000%	18,805	0	2022-11-30
Bailard Micrcap Value	0.546%	40.589%	17,665	5,100	2024-03-31
Bailard Small Cap Value	0.546%	40.589%	17,665	5,100	2024-03-31
Nationwide Bailard Cogntv Val M	0.546%	0.000%	17,665	0	2024-05-31
Metis Global Micro Cap Equity	0.532%	0.000%	17,195	0	2024-03-31
Bridgeway Ultra-Small Company Market	0.433%	0.000%	14,000	0	2024-03-31
Fidelity® Extended Market Index	0.427%	0.000%	13,789	0	2023-10-31
Fidelity Extended Market Index	0.418%	-0.280%	13,527	-38	2024-05-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.407%	11.919%	13,146	1,400	2023-05-31
State St Russell Sm Cap® Indx NL Cl C	0.314%	0.000%	10,152	0	2023-05-31
Allspring Factor Enhanced Small Cap Eq	0.313%	0.000%	10,108	0	2023-05-31
Invesco FTSE RAFI US 1500 Small-Mid ETF	0.286%	0.000%	9,243	0	2024-02-29
DFA US Small Cap I	0.251%	0.000%	8,107	0	2023-06-30
JPMorgan Divers Ret US Small Cap Eq ETF	0.250%	-0.980%	8,082	-80	2023-05-31
Voya Index Plus SmallCap Port I	0.220%	0.000%	7,103	0	2023-05-31
AST T. Rowe Price Growth Opps	0.205%	0.000%	6,624	0	2023-05-31
Vanguard Russell 2000 ETF	0.203%	-0.863%	6,549	-57	2023-05-31
T. Rowe Price Extended Equity Market Idx	0.196%	0.000%	6,320	0	2024-03-31
WisdomTree US SmallCap Qual Div Gr ETF	0.195%	0.159%	6,304	10	2023-11-30
iShares Russell 2000 Value ETF	0.197%	0.191%	6,282	12	2023-04-28
NT R2000 Index Fund - NL	0.190%	5.820%	6,127	337	2023-03-31
NT R2000 Growth Index Fund - NL	0.174%	0.018%	5,622	1	2023-03-31
iShares Micro-Cap ETF	0.170%	-1.364%	5,498	-76	2024-05-30
Schwab Small Cap Index	0.169%	0.000%	5,472	0	2023-05-31
BlackRock Extended Mkt Composite	0.150%	0.000%	4,836	0	2023-09-30
T. Rowe Price U.S. Equities Tr	0.141%	0.000%	4,560	0	2024-03-31
DFA US Core Equity 2 I	0.140%	-17.955%	4,533	-992	2024-05-31
Fidelity Total Market Index	0.139%	0.000%	4,486	0	2024-05-31
Fidelity® Total Market Index	0.139%	0.000%	4,486	0	2023-10-31
BlackRock Extended Equity Market K	0.131%	0.047%	4,221	2	2024-03-31
BlackRock U.S. Equity Market F	0.105%	0.178%	3,377	6	2023-12-31
Fidelity Series Total Market Index	0.104%	0.000%	3,352	0	2024-05-31
Fidelity® Series Total Market Index	0.104%	0.000%	3,352	0	2023-10-31
Fidelity Nasdaq Composite Index	0.095%	0.000%	3,068	0	2024-05-31
Fidelity® NASDAQ Composite Index®	0.095%	0.000%	3,068	0	2023-10-31
Dimensional US Small Cap ETF	0.095%	0.000%	3,057	0	2023-11-30
Dimensional US Core Equity 2 ETF	0.086%	0.000%	2,779	0	2024-05-31
Northern Trust Extended Eq Market Idx	0.068%	0.000%	2,204	0	2024-03-31
NT Ext Equity Mkt Idx Fd - L	0.068%	0.000%	2,204	0	2024-03-31
Vanguard Instl Ttl Stck Mkt Idx Tr	0.060%	0.000%	1,933	0	2024-03-31
Vanguard Instl Ttl Stk Mkt Idx InstlPls	0.060%	0.000%	1,933	0	2024-05-31
DFA US Core Equity 1 I	0.057%	0.000%	1,857	0	2024-05-31
NT Ext Equity Mkt Idx Fd - NL	0.055%	0.000%	1,789	0	2024-03-31
Spartan Total Market Index Pool E	0.037%	0.000%	1,194	0	2024-05-31
SSgA U.S. Extended Market Index Class I	0.032%	0.000%	1,040	0	2023-12-31
Spartan Extended Market Index Pool E	0.027%	4.481%	886	38	2024-05-31
JNL/DFA US Small Cap A	0.018%	0.000%	569	0	2024-03-31
Six Circles Mgd Eq Port US Uncons	0.017%	0.000%	539	0	2024-03-31
AZL® DFA US Small Cap	0.016%	0.000%	513	0	2024-03-31
1290 VT Micro Cap K	0.014%	2.193%	466	10	2024-05-31
Dimensional US Small Cap CIT Class S	0.012%	0.000%	400	0	2024-03-31
NT US Market Cap Idx Fd - L	0.007%	0.000%	236	0	2023-12-31
JHVIT Total Stock Market Index I	0.004%	0.000%	126	0	2024-05-31
NT Ext Eq Mkt Indx Fd DC Lending Tier 5	0.003%	55.172%	90	32	2024-03-31
Guggenheim Active Allocation Fund	0.001%	0.000%	15	0	2024-05-31