Bituminous Coal And Lignite Mining - 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)
2025-09-02 NPORT-P CNR / Core Natural Resources EIPIX - EIP INVESTMENT TRUST - EIP Growth and Income Fund Class I 4,000 4,000 0.00
2025-08-29 NPORT-P CNR / Core Natural Resources SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 4,118 1,743 -57.67
2025-08-29 NPORT-P METC / Ramaco Resources EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 20,547 20,022 -2.56
2025-08-29 NPORT-P CNR / Core Natural Resources DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 49,187 50,625 2.92
2025-08-29 NPORT-P CNR / Core Natural Resources BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 1,449 1,449 0.00
2025-08-29 13F-HR ARLP / Alliance Resource Partners, L.P. - Limited Partnership Total Investment Management Inc 6
2025-08-29 NPORT-P METC / Ramaco Resources JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 712 881 23.74
2025-08-29 NPORT-P CNR / Core Natural Resources JASCX - JAMES ADVANTAGE FUNDS - James Small Cap Fund 3,313 3,313 0.00
2025-08-29 NPORT-P NC / NACCO Industries JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 903 786 -12.96
2025-08-29 NPORT-P METCB / Ramaco Resources JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 62 81 30.65
2025-08-29 NPORT-P CNR / Core Natural Resources JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 858 895 4.31
2025-08-29 NPORT-P NC / NACCO Industries DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 27,281 27,185 -0.35
2025-08-29 NPORT-P NC / NACCO Industries JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 776 646 -16.75
2025-08-29 NPORT-P ARLP / Alliance Resource Partners, L.P. - Limited Partnership LMCMX - Advisor Managed Portfolios - Miller Income Fund Class IS 127,000 127,000 0.00
2025-08-29 NPORT-P CNR / Core Natural Resources QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund 607 608 0.16
2025-08-29 NPORT-P METCZ / Ramaco Resources, Inc. - Preferred Stock ICMUX - Intrepid Capital Management Funds Trust - Intrepid Income Fund Institutional Class 146,575 146,575 0.00
2025-08-29 NPORT-P METC / Ramaco Resources DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 111,864 109,791 -1.85
2025-08-29 NPORT-P ARLP / Alliance Resource Partners, L.P. - Limited Partnership Gabelli Dividend & Income Trust 16,000 16,000 0.00
2025-08-29 NPORT-P NC / NACCO Industries SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 1,000 533 -46.70
2025-08-29 NPORT-P CNR / Core Natural Resources JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 7,438 7,806 4.95
2025-08-29 13F-HR CNR / Core Natural Resources Total Investment Management Inc 3
2025-08-29 NPORT-P CONSEN / Consolidated Energy Finance Barings Global Short Duration High Yield Fund
2025-08-29 NPORT-P CNR / Core Natural Resources STXK - EA Series Trust - Strive Small-Cap ETF 1,381 1,606 16.29
2025-08-29 NPORT-P METC / Ramaco Resources BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 123,110 121,062 -1.66
2025-08-29 NPORT-P METC / Ramaco Resources JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 5,426 7,122 31.26
2025-08-29 NPORT-P METCB / Ramaco Resources BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 3,539 4,656 31.56
2025-08-29 NPORT-P CNR / Core Natural Resources DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 27,107 26,497 -2.25
2025-08-29 NPORT-P CNR / Core Natural Resources JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 4,060 4,560 12.32
2025-08-29 NPORT-P NC / NACCO Industries JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 700 700 0.00
2025-08-29 NPORT-P NC / NACCO Industries BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 38,972 41,075 5.40
2025-08-29 NPORT-P ARLP / Alliance Resource Partners, L.P. - Limited Partnership Gabelli Equity Trust Inc 200 200 0.00
2025-08-29 NPORT-P 975 / MONGOLIAN MINING CORP USD.01 JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 12,000 12,000 0.00
2025-08-29 NPORT-P ARLP / Alliance Resource Partners, L.P. - Limited Partnership GraniteShares ETF Trust - GraniteShares HIPS US High Income ETF 100,935 107,667 6.67
2025-08-29 NPORT-P ARLP / Alliance Resource Partners, L.P. - Limited Partnership GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A 18,000 18,000 0.00
2025-08-29 NPORT-P 639 / Shougang Fushan Resources Group SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund 227,116 193,116 -14.97
2025-08-29 NPORT-P CNR / Core Natural Resources EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A 12,592 12,440 -1.21
2025-08-29 NPORT-P CNR / Core Natural Resources JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 10,105 10,093 -0.12
2025-08-29 NPORT-P METC / Ramaco Resources JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 2,141 4,465 108.55
2025-08-29 NPORT-P ARLP / Alliance Resource Partners, L.P. - Limited Partnership MVPA - Advisor Managed Portfolios - Miller Value Partners Appreciation ETF 54,910 54,009 -1.64
2025-08-29 NPORT-P METC / Ramaco Resources QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund 543 528 -2.76
2025-08-29 NPORT-P METC / Ramaco Resources JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 3,999 5,525 38.16
2025-08-29 NPORT-P METC / Ramaco Resources DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A 21,261 25,451 19.71
2025-08-29 NPORT-P METC / Ramaco Resources DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 206,668 210,016 1.62
2025-08-29 NPORT-P CNR / Core Natural Resources JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 4,915 4,546 -7.51
2025-08-29 13F-HR CNR / Core Natural Resources Evolution Wealth Management Inc. 100
2025-08-29 NPORT-P CNXC / Concentrix JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 7,528 7,510 -0.24
2025-08-29 NPORT-P AMR / Alpha Metallurgical Resources FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares 130,479 130,479 0.00
2025-08-29 NPORT-P BTU / Peabody Energy PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 199,972 212,672 6.35
2025-08-29 NPORT-P BTU / Peabody Energy EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 197,777 197,238 -0.27
2025-08-29 NPORT-P 601001 / Jinneng Holding Shanxi Coal Industry Co. SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund 15,000 15,000 0.00
2025-08-29 NPORT-P AMR / Alpha Metallurgical Resources PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class 8,056
2025-08-29 NPORT-P CNXC / Concentrix FTSFX - Capitol Series Trust - FullerThaler Behavioral Small-Mid Core Equity Fund R6 Shares 6,765
2025-08-29 NPORT-P BTU / Peabody Energy DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 174,526 182,705 4.69
2025-08-29 NPORT-P CNXC / Concentrix LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class 69,687 62,687 -10.04
2025-08-29 NPORT-P AMR / Alpha Metallurgical Resources SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 886 719 -18.85
2025-08-29 NPORT-P AMR / Alpha Metallurgical Resources EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 13,139 13,157 0.14
2025-08-29 NPORT-P 1277 / Kinetic Development Group SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund 104,000 104,000 0.00
2025-08-29 NPORT-P BTU / Peabody Energy JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 23,557 23,187 -1.57
2025-08-29 NPORT-P AMR / Alpha Metallurgical Resources STXK - EA Series Trust - Strive Small-Cap ETF 328 335 2.13
2025-08-29 NPORT-P AMR / Alpha Metallurgical Resources JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 210 218 3.81
2025-08-29 NPORT-P 000552 / Gansu Energy Chemical Co. SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund 56,900 56,900 0.00
2025-08-29 NPORT-P BTU / Peabody Energy JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 9,665 17,164 77.59
2025-08-29 NPORT-P BTU / Peabody Energy MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 2,693 4,302 59.75
2025-08-29 NPORT-P CNXC / Concentrix JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV 18,530 17,990 -2.91
2025-08-29 NPORT-P CNXC / Concentrix QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund 753
2025-08-29 NPORT-P MTSMF / Mitsui Matsushima Holdings Co. JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV 300 300 0.00
2025-08-29 NPORT-P AMR / Alpha Metallurgical Resources QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund 123 159 29.27
2025-08-29 NPORT-P CNXC / Concentrix JASCX - JAMES ADVANTAGE FUNDS - James Small Cap Fund 2,500 2,500 0.00
2025-08-29 NPORT-P CNXC / Concentrix FTVNX - Capitol Series Trust - Fuller & Thaler Behavioral Mid-Cap Value Fund Investor Shares 107,800 107,800 0.00
2025-08-29 NPORT-P 1277 / Kinetic Development Group DGS - WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund N/A 9,670,000 8,950,000 -7.45
2025-08-29 NPORT-P BTU / Peabody Energy JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 17,914 18,037 0.69
2025-08-29 NPORT-P CNXC / Concentrix STXK - EA Series Trust - Strive Small-Cap ETF 1,636 1,692 3.42
2025-08-29 NPORT-P BTU / Peabody Energy JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 2,025 2,025 0.00
2025-08-29 NPORT-P 1277 / Kinetic Development Group DEM - WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund N/A 13,092,000 13,576,000 3.70
2025-08-29 NPORT-P AMR / Alpha Metallurgical Resources ECML - EA Series Trust - Euclidean Fundamental Value ETF 11,399 11,706 2.69
2025-08-29 NPORT-P AMR / Alpha Metallurgical Resources JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 1,017 1,317 29.50
2025-08-29 NPORT-P BTU / Peabody Energy QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund 1,231 1,376 11.78
2025-08-29 NPORT-P CNXC / Concentrix STXV - EA Series Trust - Strive 1000 Value ETF 230 217 -5.65
2025-08-29 NPORT-P AMR / Alpha Metallurgical Resources JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 1,561 1,738 11.34
2025-08-29 NPORT-P BTU / Peabody Energy DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 105,792 103,677 -2.00
2025-08-29 NPORT-P CNXC / Concentrix JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV 1,811 5,815 221.09
2025-08-29 NPORT-P CNXC / Concentrix JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 1,050 1,076 2.48
2025-08-29 NPORT-P CNXC / Concentrix FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares 211,376 211,376 0.00
2025-08-29 NPORT-P BTU / Peabody Energy SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 3,580 3,580 0.00
2025-08-29 NPORT-P CNXC / Concentrix SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 3,341 3,341 0.00
2025-08-29 NPORT-P CNXC / Concentrix NIXT - EA Series Trust - Research Affiliates Deletions ETF 3,628
2025-08-29 NPORT-P CNXC / Concentrix SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 144 144 0.00
2025-08-29 NPORT-P BTU / Peabody Energy BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF 290,363 315,037 8.50
2025-08-29 NPORT-P AMR / Alpha Metallurgical Resources JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 2,110 2,248 6.54
2025-08-28 NPORT-P BTU / Peabody Energy IGE - iSHARES TRUST - iShares North American Natural Resources ETF 28,256 27,356 -3.19
2025-08-28 NPORT-P AMR / Alpha Metallurgical Resources GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 598 598 0.00
2025-08-28 NPORT-P BTU / Peabody Energy SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 46,303 39,803 -14.04
2025-08-28 NPORT-P CNXC / Concentrix SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F 1,000 1,000 0.00
2025-08-28 NPORT-P AMR / Alpha Metallurgical Resources ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 12,552 12,808 2.04
2025-08-28 NPORT-P CNXC / Concentrix SMMD - iSHARES TRUST - iShares Russell 2500 ETF 10,404 10,534 1.25
2025-08-28 NPORT-P BTU / Peabody Energy IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 1,119,274 1,084,261 -3.13
2025-08-28 NPORT-P BTU / Peabody Energy BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 15,030 15,773 4.94
2025-08-28 NPORT-P BTU / Peabody Energy TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 1,909 1,909 0.00
2025-08-28 NPORT-P AMR / Alpha Metallurgical Resources MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 4 4 0.00
2025-08-28 NPORT-P CNXC / Concentrix AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 451 2,036 351.44
2025-08-28 NPORT-P BTU / Peabody Energy NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 612 612 0.00
2025-08-28 NPORT-P CNXC / Concentrix GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 1,007 1,007 0.00
2025-08-28 NPORT-P CNXC / Concentrix TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 3,977 4,185 5.23
2025-08-28 NPORT-P CNXC / Concentrix MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF 80,857 78,761 -2.59
2025-08-28 NPORT-P CNXC / Concentrix CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF 41,543 41,543 0.00
2025-08-28 NPORT-P AMR / Alpha Metallurgical Resources SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 25,291 24,216 -4.25
2025-08-28 NPORT-P CNXC / Concentrix MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 5 66 1,220.00
2025-08-28 NPORT-P CNXC / Concentrix SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 279 279 0.00
2025-08-28 NPORT-P CNXC / Concentrix New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES 6,730 6,695 -0.52
2025-08-28 NPORT-P CNXC / Concentrix XITK - SPDR SERIES TRUST - SPDR FactSet Innovative Technology ETF 23,289 21,156 -9.16
2025-08-28 NPORT-P CNXC / Concentrix SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 17,374 15,174 -12.66
2025-08-28 NPORT-P CNXC / Concentrix QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 37,300 56,800 52.28
2025-08-28 NPORT-P BTU / Peabody Energy WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 733 733 0.00
2025-08-28 NPORT-P CNXC / Concentrix NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 387 387 0.00
2025-08-28 NPORT-P CNXC / Concentrix IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF 260,770 256,532 -1.63
2025-08-28 NPORT-P BTU / Peabody Energy New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES 17,529 15,704 -10.41
2025-08-28 NPORT-P BTU / Peabody Energy USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 180,583 164,184 -9.08
2025-08-28 NPORT-P AMR / Alpha Metallurgical Resources IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 98,007 30,788 -68.59
2025-08-28 NPORT-P BTU / Peabody Energy XME - SPDR SERIES TRUST - SPDR(R) S&P(R) Metals & Mining ETF 3,197,762 3,804,408 18.97
2025-08-28 NPORT-P BTU / Peabody Energy SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 2,767 2,767 0.00
2025-08-28 NPORT-P CNXC / Concentrix ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 54,014 55,294 2.37
2025-08-28 NPORT-P BTU / Peabody Energy SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 20,240 20,680 2.17
2025-08-28 NPORT-P BTU / Peabody Energy TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 14,265 25,164 76.40
2025-08-28 NPORT-P BTU / Peabody Energy VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 4,879 5,278 8.18
2025-08-28 NPORT-P BTU / Peabody Energy SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 1,048,265 1,033,565 -1.40
2025-08-28 NPORT-P BTU / Peabody Energy AFPAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Income Fund Class A 34,727 23,273 -32.98
2025-08-28 NPORT-P CNXC / Concentrix Humankind Benefit Corp - Humankind US Stock ETF 656 454 -30.79
2025-08-28 NPORT-P NRP / Natural Resource Partners L.P. - Limited Partnership FBBAX - Advisors' Inner Circle Fund III - First Foundation Total Return Fund Class A 7,240 7,696 6.30
2025-08-28 NPORT-P CNXC / Concentrix SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 7,888 8,053 2.09
2025-08-28 NPORT-P BTU / Peabody Energy NANR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P North American Natural Resources ETF 19,587 17,283 -11.76
2025-08-28 NPORT-P CNXC / Concentrix WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 285 159 -44.21
2025-08-28 NPORT-P AMR / Alpha Metallurgical Resources SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 0 5,920
2025-08-28 NPORT-P CNXC / Concentrix SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF 204,989 208,863 1.89
2025-08-28 NPORT-P CNXC / Concentrix SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF 40,426 32,819 -18.82
2025-08-28 NPORT-P CNXC / Concentrix ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 106 1,473 1,289.62
2025-08-28 NPORT-P BTU / Peabody Energy ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 144,995 148,579 2.47
2025-08-28 NPORT-P CNXC / Concentrix TPMN - Timothy Plan - Timothy Plan Market Neutral Etf 855 819 -4.21
2025-08-28 NPORT-P BTU / Peabody Energy ABRFX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Monthly Risk-On Risk-Off Fund Class A 9,650 11,005 14.04
2025-08-28 NPORT-P CNXC / Concentrix GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares 38,587 26,395 -31.60
2025-08-28 NPORT-P 1518 / Mitsui Matsushima Holdings Co. GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 8,400 8,400 0.00
2025-08-28 NPORT-P 1277 / Kinetic Development Group QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 2,352,000 2,352,000 0.00
2025-08-28 NPORT-P BTU / Peabody Energy SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 2,219 2,282 2.84
2025-08-28 NPORT-P CNXC / Concentrix SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 19,763 20,049 1.45
2025-08-28 NPORT-P BTU / Peabody Energy SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 745 745 0.00
2025-08-28 NPORT-P CNXC / Concentrix SEIV - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF 23,695 24,966 5.36
2025-08-28 NPORT-P BTU / Peabody Energy SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 21,810 6,216 -71.50
2025-08-28 NPORT-P CRN / Coronado Global Resources Inc. - Depositary Receipt () GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF 227,416 223,852 -1.57
2025-08-28 NPORT-P BTU / Peabody Energy VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 18,303 16,603 -9.29
2025-08-28 NPORT-P CNXC / Concentrix ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF 5,557 5,239 -5.72
2025-08-28 NPORT-P BTU / Peabody Energy QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 100,740 100,740 0.00
2025-08-28 NPORT-P CNXC / Concentrix TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 805 805 0.00
2025-08-28 NPORT-P AMR / Alpha Metallurgical Resources VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 1,248 1,958 56.89
2025-08-28 NPORT-P CNXC / Concentrix ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF 13,600
2025-08-28 NPORT-P CNXC / Concentrix IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF 160,086 157,687 -1.50
2025-08-28 NPORT-P 1277 / Kinetic Development Group WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 126,000 246,000 95.24
2025-08-28 NPORT-P BTU / Peabody Energy IWM - iSHARES TRUST - iShares Russell 2000 ETF 3,275,106 3,053,231 -6.77
2025-08-28 NPORT-P CNXC / Concentrix USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 49,800 31,294 -37.16
2025-08-28 NPORT-P AMR / Alpha Metallurgical Resources BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 1,378 1,488 7.98
2025-08-28 NPORT-P AMR / Alpha Metallurgical Resources USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 14,907 22,112 48.33
2025-08-28 NPORT-P AMR / Alpha Metallurgical Resources SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 237 323 36.29
2025-08-28 NPORT-P AMR / Alpha Metallurgical Resources TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 1,005 2,504 149.15
2025-08-28 NPORT-P BTU / Peabody Energy SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 2,578 3,306 28.24
2025-08-28 NPORT-P AMR / Alpha Metallurgical Resources TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 82 82 0.00
2025-08-28 NPORT-P AMR / Alpha Metallurgical Resources SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 94,262 92,912 -1.43
2025-08-28 NPORT-P 1277 / Kinetic Development Group EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF 1,740,000 1,740,000 0.00
2025-08-28 NPORT-P AMR / Alpha Metallurgical Resources SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 36,124 34,684 -3.99
2025-08-28 NPORT-P BTU / Peabody Energy SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 715,314 693,872 -3.00
2025-08-28 NPORT-P CNXC / Concentrix SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 152 152 0.00
2025-08-28 NPORT-P AMR / Alpha Metallurgical Resources IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 62,972 60,714 -3.59
2025-08-28 NPORT-P AMR / Alpha Metallurgical Resources IWM - iSHARES TRUST - iShares Russell 2000 ETF 293,452 290,932 -0.86
2025-08-28 NPORT-P AMR / Alpha Metallurgical Resources STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F 670 1,566 133.73
2025-08-28 NPORT-P AMR / Alpha Metallurgical Resources SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 2,268 2,323 2.43
2025-08-28 NPORT-P CNXC / Concentrix VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 1,751 1,903 8.68
2025-08-28 NPORT-P AMR / Alpha Metallurgical Resources IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 95,821 72,778 -24.05
2025-08-28 NPORT-P AMR / Alpha Metallurgical Resources WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 55 55 0.00
2025-08-28 NPORT-P BTU / Peabody Energy GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares 1,963 1,963 0.00
2025-08-28 NPORT-P AMR / Alpha Metallurgical Resources SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 4,000 3,600 -10.00
2025-08-28 NPORT-P BTU / Peabody Energy AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 7,184 7,184 0.00
2025-08-28 NPORT-P AMR / Alpha Metallurgical Resources XME - SPDR SERIES TRUST - SPDR(R) S&P(R) Metals & Mining ETF 277,800 362,308 30.42
2025-08-28 NPORT-P AMR / Alpha Metallurgical Resources NANR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P North American Natural Resources ETF 4,881 4,151 -14.96
2025-08-28 NPORT-P AMR / Alpha Metallurgical Resources SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF 211 220 4.27
2025-08-28 NPORT-P AMR / Alpha Metallurgical Resources SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I 4,864 7,251 49.07
2025-08-28 NPORT-P AMR / Alpha Metallurgical Resources VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 250 467 86.80
2025-08-28 NPORT-P AMR / Alpha Metallurgical Resources BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 2,593 2,966 14.38
2025-08-28 NPORT-P BTU / Peabody Energy HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF 2,609
2025-08-28 NPORT-P BTU / Peabody Energy SBQAX - AMERICAFIRST QUANTITATIVE FUNDS - AmericaFirst Large Cap Share Buyback Fund Class A 4,847 4,504 -7.08
2025-08-28 NPORT-P AMR / Alpha Metallurgical Resources WAGNX - PROFESSIONALLY MANAGED PORTFOLIOS - Pabrai Wagons Fund Retail Class 19,000 27,710 45.84
2025-08-28 NPORT-P AMR / Alpha Metallurgical Resources SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 65 65 0.00
2025-08-28 NPORT-P 1277 / Kinetic Development Group SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio 998,000 998,000 0.00
2025-08-28 NPORT-P CNR / Core Natural Resources IWM - iSHARES TRUST - iShares Russell 2000 ETF 1,399,404 1,314,060 -6.10
2025-08-28 NPORT-P CNR / Core Natural Resources IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 463,368 440,546 -4.93
2025-08-28 NPORT-P CNR / Core Natural Resources SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 440,023 425,459 -3.31
2025-08-28 NPORT-P CNR / Core Natural Resources SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 1,123 1,411 25.65
2025-08-28 NPORT-P CNR / Core Natural Resources ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF 58,568 60,104 2.62
2025-08-28 NPORT-P ARLP / Alliance Resource Partners, L.P. - Limited Partnership Amplify ETF Trust - Amplify Natural Resources Dividend Income ETF 16,040 6,619 -58.73
2025-08-28 NPORT-P CNR / Core Natural Resources SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 263,946 247,270 -6.32
2025-08-28 NPORT-P CNR / Core Natural Resources NANR - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P North American Natural Resources ETF 4,180 7,206 72.39
2025-08-28 NPORT-P CNR / Core Natural Resources SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF 28,400 53,633 88.85
2025-08-28 NPORT-P METC / Ramaco Resources SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F 6,180 3,065 -50.40
2025-08-28 NPORT-P CNR / Core Natural Resources NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 337 337 0.00
2025-08-28 NPORT-P METC / Ramaco Resources NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares 25,300
2025-08-28 NPORT-P CNR / Core Natural Resources SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 300 300 0.00
2025-08-28 NPORT-P NC / NACCO Industries IWM - iSHARES TRUST - iShares Russell 2000 ETF 100,350 91,710 -8.61
2025-08-28 NPORT-P METC / Ramaco Resources AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 2,172 2,172 0.00
2025-08-28 NPORT-P NC / NACCO Industries VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund 1,450 1,450 0.00
2025-08-28 NPORT-P 639 / Shougang Fushan Resources Group QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 14,662,000 17,180,000 17.17
2025-08-28 NPORT-P NC / NACCO Industries IWC - iSHARES TRUST - iShares Micro-Cap ETF 9,061 8,775 -3.16
2025-08-28 NPORT-P CNR / Core Natural Resources SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 10,494 10,659 1.57