BO5 - Boyd Gaming Corporation Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham (DB)

Boyd Gaming Corporation
DE ˙ DB ˙ US1033041013
€ 73.50 ↑1.00 (1.38%)
2025-09-05
BAHAGING PRESYO
Mga Batayang Estadistika
Pemilik Institusional 775 total, 761 long only, 1 short only, 13 long/short - change of 2.78% MRQ
Harga Saham 73.50
Alokasi Portofolio Rata-rata 0.2447 % - change of 2.38% MRQ
Jumlah Saham Beredar shares (source: Capital IQ)
Saham Institusional (Jangka Panjang) 76,833,120 - 95.82% (ex 13D/G) - change of -3.49MM shares -4.35% MRQ
Nilai Institusional (Jangka Panjang) $ 5,520,779 USD ($1000)
Kepemilikan Institusional dan Pemegang Saham

Boyd Gaming Corporation (DE:BO5) memiliki 775 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 76,833,120 saham. Pemegang saham terbesar meliputi Vanguard Group Inc, BlackRock, Inc., Boston Partners, Cohen & Steers, Inc., Ariel Investments, Llc, JVMAX - John Hancock Disciplined Value Mid Cap Fund Class A, Fmr Llc, IJH - iShares Core S&P Mid-Cap ETF, State Street Corp, and VTSMX - Vanguard Total Stock Market Index Fund Investor Shares .

Struktur kepemilikan institusional Boyd Gaming Corporation (DB:BO5) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.

The share price as of September 5, 2025 is 73.50 / share. Previously, on September 9, 2024, the share price was 54.00 / share. This represents an increase of 36.11% over that period.

DE:BO5 / Boyd Gaming Corporation Institutional Ownership
Skor Sentimen Dana

Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.

Frekuensi Pembaruan: Setiap Hari

Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.

Lihat Saham dengan Peringkat Tertinggi
Pengajuan 13F dan NPORT

Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.

Tingkatkan untuk membuka data premium dan mengekspor ke Excel .

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)		 Saham Δ Saham
(%)		 Dilaporkan
Nilai
($1000)		 Nilai Δ
(%)		 Alokasi Port
(%)
2025-08-26 NP FLQL - Franklin LibertyQ U.S. Equity ETF 19,240 1,505
2025-07-28 NP UMDD - ProShares UltraPro MidCap400 375 -34.78 28 -34.88
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 11,179 6.12 773 -4.34
2025-08-27 NP Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 23,535 -11.59 1,841 5.08
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 9,968 -7.47 780 9.87
2025-05-30 NP Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa 1,200 -65.71 79 -69.17
2025-07-24 13F Capital Advisors, Ltd. LLC 1,901 0.00 0
2025-08-14 13F BI Asset Management Fondsmaeglerselskab A/S 63,539 308.72 5 300.00
2025-08-13 13F Marshall Wace, Llp 0 -100.00 0
2025-08-13 13F Amundi 3,112 14,719.05 253 25,200.00
2025-08-06 13F Golden State Wealth Management, LLC 628 -22.28 49 -7.55
2025-07-28 NP AVLC - Avantis U.S. Large Cap Equity ETF 2,927 24.61 219 22.35
2025-06-27 NP PRF - Invesco FTSE RAFI US 1000 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 13,837 10.11 957 -0.73
2025-08-13 13F Diametric Capital, LP 41,066 3,213
2025-07-29 13F Chicago Partners Investment Group LLC 4,708 393
2025-06-26 NP FAGIX - Fidelity Capital & Income Fund 453,873 0.00 31,381 -9.80
2025-07-29 NP VMFGX - Vanguard S&P Mid-Cap 400 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 33,693 -1.46 2,526 -3.15
2025-05-16 13F Coppell Advisory Solutions LLC 0 -100.00 0
2025-06-26 NP FLCOX - Fidelity Large Cap Value 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 27,033 5.69 1,869 -4.64
2025-08-14 13F Xponance, Inc. 6,697 -11.19 524 5.44
2025-06-24 NP FVRMX - Franklin Microcap Value Fund Advisor Class 18,385 0.00 1,271 -9.79
2025-08-26 NP VVIMX - Voya VACS Index Series MC Portfolio 1,745 -38.43 137 -26.88
2025-08-14 13F Brevan Howard Capital Management LP 27,747 2,171
2025-08-14 13F Toroso Investments, LLC 3,401 -15.21 266 0.76
2025-08-08 13F Mv Capital Management, Inc. 1 0.00 0
2025-08-28 NP SMMD - iShares Russell 2500 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 13,498 -4.38 1,056 13.56
2025-07-25 NP SCHB - Schwab U.S. Broad Market ETF 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 38,045 -4.16 2,852 -5.78
2025-08-12 13F Legal & General Group Plc 132,127 -1.54 10,336 17.00
2025-08-26 NP TQSMX - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity 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 36,271 0.00 2,837 18.85
2025-08-08 13F SBI Securities Co., Ltd. 12,785 16,083.54 1,000 19,900.00
2025-08-14 13F Ubs Asset Management Americas Inc 224,688 45.09 17,577 72.42
2025-07-24 NP FCVSX - Fidelity Convertible Securities 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 38,000 -40.26 2,849 -23.61
2025-08-13 13F GeoWealth Management, LLC 4,508 -5.35 353 12.46
2025-08-12 13F LPL Financial LLC 122,113 5.45 9,553 25.30
2025-07-28 NP VSSVX - Small Cap Special Values Fund 9,456 49.53 709 46.89
2025-08-27 NP Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 57,730 0.00 4,516 18.84
2025-08-26 NP IWD - iShares Russell 1000 Value 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 129,180 -17.52 10,106 -1.99
2025-08-26 NP IWB - iShares Russell 1000 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 41,959 -7.60 3,282 9.80
2025-08-13 13F Northwest & Ethical Investments L.P. 0 -100.00 0
2025-08-05 13F State Of Michigan Retirement System 14,724 -6.95 1,152 10.57
2025-07-22 NP STIAX - Federated Strategic Income Fund Class A Shares This fund is a listed as child fund of Federated Hermes, 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 925 -76.88 69 -77.38
2025-07-15 13F Fifth Third Bancorp 3,143 -13.03 246 3.38
2025-07-30 NP SPMIX - S&P MidCap Index Fund Direct Shares 2,375 -4.16 178 -5.32
2025-07-30 NP CCMG - CCM Global Equity ETF 6,047 0.22 453 -1.52
2025-08-27 NP VTCLX - Vanguard Tax-Managed Capital Appreciation Fund Admiral 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 4,055 0.00 317 19.17
2025-05-29 NP CSA - VictoryShares US Small Cap Volatility Wtd ETF 949 62
2025-08-25 NP VVSIX - Venerable US Large Cap Strategic Equity Fund Class I 14,874 -1.52 1,164 17.00
2025-07-18 13F Mitsubishi UFJ Asset Management (UK) Ltd. 12,000 0.00 1
2025-08-22 NP MAADX - Dynamic Value Portfolio Class IS 252 -9.35 20 5.56
2025-06-26 NP FAHYX - Fidelity Advisor High Income Advantage Fund Class M 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 74,300 0.00 5,137 -9.80
2025-06-30 NP OWLLX - CHANNING INTRINSIC VALUE SMALL-CAP FUND Institutional Class 2,984 -11.66 206 -20.16
2025-08-11 13F Aptus Capital Advisors, LLC 104,017 9.74 8,137 30.42
2025-08-13 13F Gamco Investors, Inc. Et Al 443,550 -4.92 34,699 12.99
2025-08-12 13F Brandywine Global Investment Management, LLC 108,057 28.66 8,453 52.91
2025-07-14 13F Armstrong Advisory Group, Inc 300 0.00 23 9.52
2025-06-24 NP SWLVX - Schwab U.S. Large-Cap Value 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 2,047 2.50 142 -7.84
2025-05-27 NP BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation 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 8,917 0.00 587 -9.13
2025-08-14 13F Two Sigma Investments, Lp 23,157 -55.02 1,812 -46.55
2025-07-31 13F Oppenheimer Asset Management Inc. 6,912 -13.61 541 2.66
2025-05-27 NP BLACKROCK BOND FUND, INC. - BlackRock Total Return 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 28,483 0.00 1,875 -9.24
2025-05-12 13F Townsquare Capital Llc 0 -100.00 0
2025-08-07 13F Hughes Financial Services, LLC 8 -46.67 1
2025-05-15 13F Nomura Holdings Inc 0 -100.00 0 -100.00
2025-08-04 13F AdvisorShares Investments LLC 12,025 -13.12 941 3.41
2025-08-04 13F Amalgamated Bank 28,179 -7.88 2 0.00
2025-07-24 13F Us Bancorp \de\ 3,342 -7.22 261 10.13
2025-08-14 13F Utah Retirement Systems 3,071 -9.68 240 7.62
2025-07-29 NP VFMF - Vanguard U.S. Multifactor ETF ETF 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 5,441 0.00 408 -1.69
2025-08-26 NP EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 3,818 -21.46 299 -6.58
2025-07-25 NP DEVLX - Delaware Small Cap Value Fund Class A 453,600 0.00 34,006 -1.69
2025-08-14 13F J. Goldman & Co LP 132,731 170.31 10,384 221.26
2025-08-14 13F Farringdon Capital, Ltd. 3,010 235
2025-08-22 NP FSTAX - Fidelity Advisor Strategic Income Fund Class A 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 123,800 0.00 9,685 18.84
2025-07-25 NP CZMVX - Multi-Manager Value Strategies Fund Institutional Class 28,027 2,101
2025-07-29 NP VFMFX - Vanguard U.S. Multifactor Fund Admiral 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 1,140 0.00 85 -1.16
2025-08-15 13F State of Tennessee, Treasury Department 28,582 -14.11 2,236 2.05
2025-08-28 NP USVM - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 56,270 0.34 4,402 19.26
2025-07-29 NP SUVAX - PGIM QMA LARGE-CAP VALUE FUND Class A 2,500 0.00 187 -1.58
2025-08-12 13F Ameritas Investment Partners, Inc. 32,839 -12.54 2,569 3.93
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 3,761 282
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 8,240 -2.33 1
2025-06-23 NP PPSFX - LargeCap Value Fund III R-3 1,548 2.79 107 -6.96
2025-08-05 13F Huntington National Bank 2,426 16.41 190 37.96
2025-08-14 13F Bamco Inc /ny/ 79,700 0.00 6,235 18.83
2025-08-28 NP MDYV - SPDR(R) S & P 400 Mid Cap Value ETF 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 40,787 -9.65 3,191 7.37
2025-08-15 13F United Services Automobile Association 0 -100.00 0
2025-08-14 13F Scientech Research LLC 0 -100.00 0
2025-06-25 NP BKSE - BNY Mellon US Small Cap Core Equity ETF 3,027 -25.30 209 -32.58
2025-07-16 13F Ruffer LLP 82,717 6,471
2025-07-17 13F Catalytic Wealth RIA, LLC 4,474 -9.08 350 8.36
2025-07-29 NP MPMCX - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 11,074 -20.33 830 -21.70
2025-07-28 13F Bayforest Capital Ltd 87 -97.84 7 -97.73
2025-08-11 13F Buckley Wealth Management, LLC 6,000 0.00 469 19.04
2025-08-18 NP PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 1,310 -16.08 102 0.00
2025-08-14 13F Mariner, LLC 0 -100.00 0
2025-08-26 NP IWS - iShares Russell Mid-Cap Value 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 86,050 -12.89 6,732 3.51
2025-07-25 NP SCHA - Schwab U.S. Small-Cap ETF 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 314,854 -1.42 23,605 -3.09
2025-08-14 13F Globeflex Capital L P 2,543 -74.57 199 -69.91
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 361,436 0.20 27,097 -1.49
2025-08-25 NP SURE - AdvisorShares DoubleLine Value Equity ETF 6,307 -15.91 493 0.00
2025-08-15 13F Caxton Associates Llp 3,141 0.00 246 18.93
2025-08-13 13F Walleye Capital LLC Put 400 -96.90 31 -96.35
2025-08-13 13F Walleye Capital LLC Call 13,100 -28.80 1,025 -15.44
2025-08-14 13F Price T Rowe Associates Inc /md/ 629,744 -0.30 49 19.51
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 400 0.00 31 19.23
2025-08-25 NP MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II 8,092 -6.71 633 10.86
2025-08-28 NP BETZ - Roundhill Sports Betting & iGaming ETF 15,202 4.47 1,189 24.24
2025-08-13 13F Walleye Capital LLC 2,259 -74.82 177 -70.17
2025-07-23 13F Louisiana State Employees Retirement System 17,200 -7.53 1,346 9.89
2025-08-08 13F Ontario Teachers Pension Plan Board 3,274 -10.20 256 6.67
2025-08-26 NP IWV - iShares Russell 3000 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 16,828 -0.78 1,316 17.92
2025-08-14 13F CoreCap Advisors, LLC 118 13.46 9 50.00
2025-05-02 13F Portman Square Capital LLP 0 -100.00 0
2025-08-13 13F Pictet Asset Management Holding SA 10,661 -6.14 836 11.63
2025-08-29 NP ECML - Euclidean Fundamental Value ETF 32,286 2,526
2025-05-14 13F Legend Financial Advisors, Inc. 0 -100.00 0
2025-08-07 13F Campbell & CO Investment Adviser LLC 29,262 -26.79 2,289 -13.00
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 6,050 -7.07 473 10.51
2025-07-30 13F DekaBank Deutsche Girozentrale 44,375 0.00 3 50.00
2025-08-29 NP STXM - Strive Mid-Cap ETF 297 5.69 23 27.78
2025-03-27 NP PTMC - Pacer Trendpilot US Mid Cap ETF 9,962 0.21 764 26.12
2025-08-06 13F Commonwealth Equity Services, Llc 7,976 1
2025-08-27 NP RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 51 -23.88 4 -25.00
2025-08-27 NP Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 40,010 33.37 3,130 58.51
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 29,120 -7.13 2,278 10.37
2025-08-27 NP RYLIX - Leisure Fund Investor Class 834 28.11 65 54.76
2025-05-29 NP Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 5,690 0.00 375 -9.22
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 27,706 0.00 2,167 18.87
2025-06-26 NP FZFLX - Fidelity SAI Small-Mid Cap 500 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 14,692 -14.60 1,016 -22.99
2025-08-28 NP GMSMX - GuideMark(R) Small/Mid Cap Core Fund Service Shares 1,258 0.00 98 19.51
2025-08-19 NP Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 4,649 -7.22 364 10.33
2025-08-27 NP Jackson Real Assets Fund 7,617 -3.53 596 14.64
2025-06-26 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 19,825 2.36 1,371 -7.68
2025-08-12 13F SRS Capital Advisors, Inc. 997 19.69 78 42.59
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Franklin Small Company Value Portfolio Class 1 38,164 -8.99 2,639 -17.92
2025-08-29 NP PMJIX - PIMCO RAE US Small Fund Institutional Class 72,926 907.96 5,705 1,740.32
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 30 2
2025-08-07 13F Teachers Retirement System Of The State Of Kentucky 25,300 0.00 2 0.00
2025-07-28 NP AVUS - Avantis U.S. Equity ETF This fund is a listed as child fund of American Century Companies 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 40,692 -2.19 3,051 -3.85
2025-05-15 13F Citadel Advisors Llc 0 -100.00 0 -100.00
2025-08-28 NP IWR - iShares Russell Mid-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 204,496 -4.44 15,998 13.55
2025-07-18 13F USA Financial Portformulas Corp 0 -100.00 0
2025-06-26 NP EMGRX - Nuveen Small Cap Select Fund Class A This fund is a listed as child fund of Nuveen Asset Management, 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 33,059 6.40 2,286 -4.03
2025-08-28 NP CSEIX - Cohen & Steers Real Estate Securities Fund Class A 981,094 0.00 76,751 18.84
2025-08-14 13F Millennium Management Llc Put 0 -100.00 0
2025-06-26 NP FEQHX - Fidelity Hedged Equity Fund 3,021 25.35 209 13.04
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 29,745 115.92 2,327 156.73
2025-06-27 NP PEJ - Invesco Dynamic Leisure and Entertainment 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 128,897 22.08 8,912 10.12
2025-08-12 13F Prudential Financial Inc 10,939 19.91 856 42.50
2025-08-12 13F Belmont Capital, LLC 109,883 0.00 8,596 18.84
2025-08-26 NP EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB 11,232 879
2025-06-23 NP MLPIX - Mid-cap Value Profund Investor Class 53 -93.82 4 -95.38
2025-08-14 13F Bank Of America Corp /de/ 1,139,399 -7.10 89,135 10.39
2025-08-12 13F Picton Mahoney Asset Management 28,722 -37.60 2 -33.33
2025-08-27 NP JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 68,887 -7.52 5,389 9.91
2025-04-25 NP FCTDX - Strategic Advisers Fidelity U.S. Total Stock 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 13,149 -69.25 1,003 -68.26
2025-08-28 NP QCSTRX - Stock Account Class R1 600,925 -3.74 47,010 14.39
2025-08-29 NP FTHNX - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares 244,922 0.00 19,160 18.84
2025-08-14 13F Treasurer of the State of North Carolina 128,632 124.87 10 233.33
2025-07-25 13F Allspring Global Investments Holdings, LLC 309,738 23.33 24,912 50.96
2025-05-02 13F Cornercap Investment Counsel Inc 0 -100.00 0
2025-06-05 NP GTCSX - Small Cap Equity Portfolio Advisor 193,425 -3.12 13,373 -12.61
2025-06-26 NP FLVCX - Fidelity Leveraged Company Stock 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 642,266 0.00 44,406 -9.80
2025-08-04 13F Assetmark, Inc 28 2
2025-08-14 13F ISAM Funds (UK) Ltd 0 -100.00 0
2025-08-29 NP JAEYX - Mid Cap Index Trust NAV 23,878 -9.95 1,868 6.99
2025-08-27 NP RYDEX VARIABLE TRUST - Leisure Fund Variable Annuity 418 3.98 33 23.08
2025-08-27 NP JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A) 14,471 -11.07 1,132 5.70
2025-07-23 NP CFMCX - Column Mid Cap Fund 17,646 0.66 1,323 -1.05
2025-08-01 13F Teacher Retirement System Of Texas 10,147 -2.93 794 15.26
2025-07-28 NP AVLVX - Avantis U.S. Large Cap Value Fund Institutional Class 8,219 0.00 616 -1.60
2025-05-02 13F Portman Square Capital LLP Put 0 -100.00 0
2025-05-19 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 4,083 0.00 269 -9.46
2025-07-23 13F Steel Peak Wealth Management LLC 13,319 0.07 1,044 18.91
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 2,437 0.00 168 -9.68
2025-08-14 13F Gratia Capital, Llc 47,389 29.58 3,707 54.01
2025-05-15 13F PharVision Advisers, LLC 0 -100.00 0
2025-08-08 13F Vestcor Inc 5,593 0.00 0
2025-08-14 13F Glenmede Investment Management, LP 208,962 16,347
2025-08-11 13F Principal Securities, Inc. 854 -6.97 67 0.00
2025-08-12 13F Inscription Capital, LLC 6,335 496
2025-08-14 13F Shellback Capital, LP 0 -100.00 0
2025-07-28 NP VMIDX - Mid Cap Index Fund 59,728 -4.34 4,478 -5.97
2025-07-15 13F Fortitude Family Office, LLC 7 1
2025-08-08 13F IMA Wealth, Inc. 6 0
2025-06-23 NP IYC - iShares U.S. Consumer Services 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 14,363 -17.80 993 -25.84
2025-08-08 13F Avantax Advisory Services, Inc. 2,612 204
2025-08-13 13F First Trust Advisors Lp 1,122,869 679.68 87,842 826.60
2025-07-28 13F BRYN MAWR TRUST Co 909 -0.87 71 18.33
2025-08-01 13F Bessemer Group Inc 274 34.98 0
2025-08-28 NP WBIG - WBI BullBear Yield 3000 ETF 1,609 126
2025-08-26 NP OGGFX - JPMorgan Small Cap Growth Fund Class I 481,258 -8.06 37,649 9.26
2025-06-27 NP MIDU - Direxion Daily Mid Cap Bull 3X Shares 1,144 -24.09 79 -31.30
2025-07-28 NP VALQ - American Century STOXX U.S. Quality Value ETF This fund is a listed as child fund of American Century Companies 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 3,132 -58.20 235 -59.02
2025-08-14 13F/A Barclays Plc Put 100,000 8
2025-08-14 13F/A Barclays Plc 126,696 125.36 10 200.00
2025-08-06 13F Cetera Trust Company, N.A 3,855 9.05 302 29.74
2025-08-07 13F ProShare Advisors LLC 2,706 212
2025-07-09 13F Reyes Financial Architecture, Inc. 1,251 -31.53 98 -19.17
2025-08-27 NP RYMDX - Mid-Cap 1.5x Strategy Fund Class H 181 -16.20 14 0.00
2025-08-14 13F Goldentree Asset Management Lp 403,815 -15.01 31,590 1.00
2025-08-28 NP New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class 2,420 -8.26 189 9.25
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 -100.00 0
2025-08-14 13F Aristeia Capital Llc 0 -100.00 0
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 48,912 0.00 3,382 -9.82
2025-07-30 13F Securian Asset Management, Inc 4,649 -7.22 364 10.33
2025-08-14 13F/A Barclays Plc Call 350,000 -41.67 27 -30.77
2025-08-29 NP STXV - Strive 1000 Value ETF 233 -5.28 18 12.50
2025-07-25 NP BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity 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 0.00 0
2025-05-09 13F R Squared Ltd 0 -100.00 0
2025-08-14 13F Jain Global LLC 14,706 1,150
2025-08-14 13F Hancock Whitney Corp 12,539 52.49 981 81.15
2025-08-18 13F Pacific Center for Financial Services 29 0.00 2 100.00
2025-08-14 13F Winton Capital Group Ltd 0 -100.00 0
2025-08-14 13F/A Skopos Labs, Inc. 864 255.56 68 346.67
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 30,860 0.00 2,134 -9.81
2025-08-14 13F Polymer Capital Management (US) LLC 11,124 -0.03 870 18.85
2025-08-25 NP ARGFX - Ariel Fund Investor Class 1,308,930 -10.35 102,398 6.53
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 75,648 0.00 5,230 -9.80
2025-06-24 NP FCEUX - Franklin U.S. Core Equity (IU) Fund Advisor 11,579 801
2025-08-25 NP ARFFX - Ariel Focus Fund Investor Class 36,441 0.00 2,851 18.85
2025-07-31 13F State of New Jersey Common Pension Fund D 25,684 1.55 2,009 20.73
2025-08-26 NP NOMIX - Northern Mid Cap Index Fund 40,771 -11.40 3,190 5.28
2025-06-17 NP GSEQX - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 4,656 23.27 322 11.07
2025-08-11 13F Private Advisor Group, LLC 3,847 301
2025-08-12 13F Nuveen, LLC 971,179 -30.88 75,975 -0.18
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 96,092 10.61 7,204 8.76
2025-08-08 13F Geode Capital Management, Llc 1,091,907 -6.96 85,433 10.55
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 19,114 -8.49 1,495 8.73
2025-08-27 NP NAESX - Vanguard Small-Cap 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 1,395,841 -4.61 109,197 13.36
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 2,862 13.71 215 12.04
2025-08-13 13F Bridgewater Associates, LP 147,411 -12.42 11,532 4.07
2025-08-25 NP BEDZ - AdvisorShares Hotel ETF 1,630 -27.65 128 -14.19
2025-08-27 NP Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 1,472 -5.15 115 12.75
2025-08-14 13F Bnp Paribas Arbitrage, Sa 83,636 -44.00 6,543 -33.46
2025-08-28 NP TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 1,260 0.00 99 19.51
2025-05-09 13F NewEdge Wealth, LLC 0 -100.00 0
2025-05-15 13F Texas Permanent School Fund 12,792 884
2025-08-05 13F Sigma Planning Corp 7,388 15.76 578 37.38
2025-08-13 13F Hbk Investments L P Put 0 -100.00 0
2025-06-26 NP PQCCX - PGIM QMA Mid-Cap Core Equity Fund Class R6 285 11.76 20 0.00
2025-06-26 NP NSCS - Nuveen Small Cap Select ETF This fund is a listed as child fund of Nuveen Asset Management, 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 1,674 2.07 116 -8.00
2025-07-24 13F Callan Family Office, LLC 2,763 216
2025-04-14 13F Miracle Mile Advisors, LLC 0 -100.00 0
2025-08-14 13F Ieq Capital, Llc 2,727 213
2025-08-14 13F Cohen & Steers, Inc. 3,704,124 -9.17 290 7.84
2025-07-28 NP VVMCX - Mid Cap Value Fund 37,761 -21.61 2,831 -22.95
2025-08-13 13F Aristides Capital LLC 0 -100.00 0
2025-05-22 NP HDUS - Hartford Disciplined US Equity ETF 1,001 111.18 66 124.14
2025-08-05 13F Bank of New York Mellon Corp 661,022 -4.55 51,712 13.43
2025-06-26 NP BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 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 0 -100.00 0 -100.00
2025-06-18 NP RTSSX - Tax-Managed U.S. Mid & Small Cap Fund Class S 15,720 0.00 1,087 -9.80
2025-08-28 NP New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES 5,612 0.86 439 19.95
2025-08-13 13F Baker Avenue Asset Management, LP 4,020 14.17 314 35.93
2025-07-29 13F TFC Financial Management 1 0.00 0
2025-08-06 13F Rialto Wealth Management, LLC 10 1
2025-07-28 NP DWAS - Invesco DWA SmallCap Momentum 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 49,033 4.17 3,676 2.42
2025-08-28 NP AXVNX - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 645 -61.97 50 -54.95
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 45,444 -17.16 3,555 -1.55
2025-07-28 NP AVMC - Avantis U.S. Mid Cap Equity ETF 1,875 8.13 141 6.06
2025-08-14 13F Bridgefront Capital, LLC 8,626 -33.17 675 -20.61
2025-07-23 NP CFSLX - Column Small Cap Fund 9,343 18.87 700 16.86
2025-08-11 13F Citigroup Inc 118,008 437.72 9,232 539.27
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 3,486 6.90 273 27.10
2025-08-14 13F Redwood Investment Management, Llc 61,271 -19.16 5 0.00
2025-07-14 13F AdvisorNet Financial, Inc 1 -88.89 0
2025-03-27 NP BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. 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 35,300 368.98 2,706 419.19
2025-05-05 13F Lindbrook Capital, Llc 1,909 206.42 126 177.78
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 10,115 -8.23 791 9.10
2025-08-12 13F Westfield Capital Management Co Lp 0 -100.00 0
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 68 6
2025-08-13 13F Jump Financial, LLC 3,972 -65.80 311 -59.42
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 2,528 -17.71 198 -2.48
2025-08-13 13F MYDA Advisors LLC Put 0 -100.00 0
2025-05-27 NP BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 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 109,581 0.00 7,214 -9.26
2025-08-01 13F Wealth Watch Advisors, INC 250 511
2025-08-18 NP PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 2,059 -16.50 161 -0.62
2025-08-12 13F Eisler Capital Management Ltd. 0 -100.00 0
2025-08-27 NP OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 11,069 -9.87 866 7.05
2025-08-12 13F Landscape Capital Management, L.l.c. 53,442 -30.89 4,181 -17.88
2025-08-14 13F Bayesian Capital Management, LP 0 -100.00 0
2025-08-26 NP POMIX - T. Rowe Price Total Equity Market 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 3,739 -1.61 293 16.80
2025-06-25 NP FTLS - First Trust Long/Short Equity ETF This fund is a listed as child fund of First Trust 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 20,205 -47.58 1,397 -52.74
2025-08-12 13F Franklin Resources Inc 1,047,415 3.00 81,939 22.40
2025-08-26 NP EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 4,792 -15.81 375 0.00
2025-06-24 NP JPME - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 14,389 -4.19 995 -13.64
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 1,810,377 -1.61 141,626 16.92
2025-08-28 NP CPAEX - Counterpoint Tactical Equity Fund Class A Shares 5,142 12.05 402 76.32
2025-08-08 13F Kingsview Wealth Management, LLC 41,692 3,262
2025-08-27 NP JNL SERIES TRUST - JNL/Heitman U.S. Focused Real Estate Fund (A) 11,534 -29.17 902 -15.86
2025-08-14 13F Balyasny Asset Management Llc Call 0 -100.00 0
2025-08-11 13F Qsemble Capital Management, LP 18,187 1,423
2025-08-14 13F Balyasny Asset Management Llc 628,090 -1.51 49,135 17.04
2025-06-24 NP BBMC - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 29,045 -13.42 2,008 -21.90
2025-08-14 13F Balyasny Asset Management Llc Put 0 -100.00 0
2025-06-26 NP DFUV - Dimensional US Marketwide Value ETF 316 0.00 22 -12.50
2025-07-28 NP RWK - Invesco S&P MidCap 400 Revenue 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 19,226 -9.17 1,441 -10.72
2025-08-11 13F Mach-1 Financial Group, Inc. 11,110 -0.94 869 17.75
2025-08-14 13F Bwcp, Lp 534,108 2.87 41,783 22.24
2025-08-27 13F/A Squarepoint Ops LLC Call 8,300 649
2025-08-27 13F/A Squarepoint Ops LLC Put 8,400 115.38 657 156.64
2025-08-12 13F CIBC Private Wealth Group, LLC 101 -84.29 8 -82.05
2025-08-14 13F Weiss Asset Management LP 32,482 2,541
2025-06-25 NP QIDX - Indexperts Quality Earnings Focused ETF 1,670 147.41 115 125.49
2025-08-14 13F California State Teachers Retirement System 54,172 -5.86 4,238 11.85
2025-07-22 13F Gsa Capital Partners Llp 10,053 -60.58 1 -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 18,798 -19.66 1,471 -4.55
2025-05-12 13F Sandy Spring Bank 23 0.00 2 0.00
2025-08-13 13F Cerity Partners LLC 6,533 -33.74 511 -21.26
2025-08-28 NP GMLGX - GuideMark(R) Large Cap Core Fund Service Shares 6,070 32.01 475 56.95
2025-08-14 13F Man Group plc 140,011 -48.36 10,953 -38.63
2025-08-27 NP CWSGX - Carillon Chartwell Small Cap Growth Fund Class Chartwell 12,451 74.80 974 108.12
2025-08-11 13F Lsv Asset Management 245,100 115.76 19 171.43
2025-08-26 NP IRMAX - Voya RussellTM Mid Cap Index Portfolio Class ADV 4,745 -6.74 371 11.08
2025-08-14 13F Alyeska Investment Group, L.P. 6,438 504
2025-08-06 13F SOUTH STATE Corp 5 -75.00 0 -100.00
2025-08-14 13F Black Diamond Capital Management, L.l.c. 82,000 0.00 6,415 18.82
2025-07-29 NP VRNIX - Vanguard Russell 1000 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 9,977 12.82 748 10.83
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Dogs of Wall Street Portfolio Class 1 11,706 0.00 809 -9.81
2025-05-05 13F Eagle Bay Advisors LLC 0 -100.00 0
2025-07-23 13F Trifecta Capital Advisors, LLC 18 1
2025-08-27 NP JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 4,752 0.00 372 18.91
2025-08-04 13F Keybank National Association/oh 11,983 -15.09 937 0.97
2025-08-25 13F/A Neuberger Berman Group LLC 14,983 64.36 1,172 95.33
2025-05-12 13F Ccm Investment Group, Llc 6,047 2.95 401 -5.44
2025-05-15 13F Fieldview Capital Management, LLC 0 -100.00 0
2025-06-26 NP ISCV - iShares Morningstar Small-Cap Value 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 11,625 -7.33 804 -16.44
2025-08-27 NP Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 3,152 -25.57 247 -11.51
2025-06-23 NP IYY - iShares Dow Jones U.S. 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 2,678 -9.16 185 -17.78
2025-08-28 NP ITOT - iShares Core S&P Total U.S. Stock Market 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 69,744 -10.58 5,456 6.27
2025-07-29 NP MVFD - Monarch Volume Factor Dividend Tree Index ETF 26,232 1,967
2025-08-13 13F Federated Hermes, Inc. 25,660 -11.16 2,007 5.58
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 1,195 -16.02 93 0.00
2025-08-14 13F Engineers Gate Manager LP 18,420 -4.42 1,441 13.56
2025-08-04 13F Migdal Insurance & Financial Holdings Ltd. 494 0
2025-08-26 NP GVLU - Gotham 1000 Value ETF 3,097 -10.31 242 6.61
2025-08-12 13F O'shaughnessy Asset Management, Llc 3,513 -1.84 275 16.60
2025-05-07 13F Kapitalo Investimentos Ltda 0 -100.00 0
2025-06-27 NP GRPM - Invesco S&P MidCap 400 Equal Weight 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 131,270 -14.32 9,076 -22.71
2025-08-13 13F Victory Capital Management Inc 1,104,449 5.32 86,401 25.15
2025-08-06 13F New Millennium Group LLC 30 -81.48 2 -80.00
2025-06-26 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 37,836 0.00 2,616 -9.83
2025-05-02 13F Portman Square Capital LLP Call 0 -100.00 0
2025-08-26 NP IUSG - iShares Core S&P U.S. 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 29,458 -9.45 2,304 7.61
2025-07-25 13F Cascade Investment Advisors, Inc. 19,336 -7.20 1,513 10.28
2025-08-27 NP VSTCX - Vanguard Strategic Small-Cap Equity 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 99,657 0.00 7,796 18.84
2025-08-14 13F Hrt Financial Lp 66,697 109.67 5 150.00
2025-08-18 13F Geneos Wealth Management Inc. 619 139.92 48 200.00
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 33,266 0.00 2,602 18.87
2025-07-15 13F Mather Group, Llc. 0 -100.00 0
2025-08-29 NP NORTHERN LIGHTS FUND TRUST II - Hodges Small Cap Fund Retail Class Shares 45,000 0.00 3,520 18.84
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 616 0
2025-08-29 NP EZM - WisdomTree U.S. MidCap Fund N/A 30,571 0.43 2,392 19.37
2025-05-13 13F Delos Wealth Advisors, LLC 0 -100.00 0
2025-03-31 NP DAACX - Diversified Equity Fund 378 0.00 29 7.69
2025-07-22 NP GVUS - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 1,041 -7.47 78 -8.24
2025-06-26 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 4,023 0.00 278 -9.74
2025-08-28 NP BUYO - KraneShares Man Buyout Beta Index ETF 535 -55.60 42 -48.10
2025-05-15 13F Governors Lane LP 0 -100.00 0
2025-07-14 13F Counterpoint Mutual Funds LLC 5,142 402
2025-06-25 NP REVS - Columbia Research Enhanced Value ETF 513 12.50 35 2.94
2025-08-28 NP SPMD - SPDR(R) Portfolio Mid Cap ETF 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 276,155 -5.87 21,604 11.86
2025-05-15 13F Governors Lane LP Call 0 -100.00 0
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 122,000 0.48 9,146 -1.22
2025-06-17 NP MMSMX - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 41,517 34.13 2,870 20.99
2025-06-25 NP FXD - First Trust Consumer Discretionary AlphaDEX Fund This fund is a listed as child fund of First Trust 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 57,995 -67.60 4,010 -70.78
2025-08-29 NP STXG - Strive 1000 Growth ETF 27 0.00 2 100.00
2025-08-14 13F Alliancebernstein L.p. 86,383 -7.78 6,758 9.58
2025-06-26 NP SMLF - iShares Edge MSCI Multifactor 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 3,449 6.62 238 -3.64
2025-07-15 13F Financial Management Professionals, Inc. 8 0.00 1
2025-08-12 13F Swiss National Bank 110,300 -8.01 8,629 9.31
2025-08-13 13F Northwestern Mutual Wealth Management Co 2,096 -1.50 164 16.43
2025-08-18 NP PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I 33,607 32.21 2,629 57.14
2025-08-29 NP Gabelli Multimedia Trust Inc. 14,800 -7.50 1,158 9.88
2025-08-04 13F Retirement Systems of Alabama 228,317 5.02 17,861 24.80
2025-08-27 NP VSEQX - Vanguard Strategic Equity 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 160,741 0.00 12,575 18.84
2025-06-18 NP GMXAX - Nationwide Mid Cap Market Index Fund Class A 11,931 -6.66 825 -15.83
2025-08-13 13F Edgestream Partners, L.P. 18,594 59.74 1,455 89.82
2025-08-01 13F Peregrine Capital Management Llc 72,721 5,689
2025-08-01 13F Envestnet Asset Management Inc 71,380 14.64 5,584 36.26
2025-08-21 NP BJK - VanEck Vectors Gaming ETF 8,451 1.32 661 20.40
2025-07-16 13F Signaturefd, Llc 2,911 2.75 228 22.04
2025-08-12 13F Dimensional Fund Advisors Lp 391,894 -4.77 30,662 13.19
2025-08-08 13F Crossmark Global Holdings, Inc. 30,656 1.93 2,398 21.17
2025-08-26 NP Franklin Templeton Variable Insurance Products Trust - Franklin Small Cap Value Vip Fund Class 1 174,835 8.69 13,677 29.17
2025-08-28 NP CSRSX - Cohen & Steers Realty Shares Class L 1,028,334 -9.65 80,447 7.37
2025-08-12 13F Charles Schwab Investment Management Inc 899,182 -8.60 70,343 8.61
2025-06-26 NP USMIX - Extended Market Index Fund 6,859 -14.19 474 -22.55
2025-07-29 NP IVOO - Vanguard S&P Mid-Cap 400 Index Fund ETF 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 98,551 5.85 7,388 4.06
2025-08-12 13F Ci Investments Inc. 3,206 -2.76 0
2025-07-29 13F Mutual Of America Capital Management Llc 30,362 -11.01 2,375 5.79
2025-06-23 NP MDPIX - Mid-cap Profund Investor Class 243 23.98 17 6.67
2025-07-11 13F/A Umb Bank N A/mo 829 -17.59 65 -3.03
2025-08-27 NP HCIGX - The Institutional Growth Equity Portfolio HC Strategic Shares 555 0.00 43 19.44
2025-06-18 NP REUYX - Sustainable Equity Fund Class Y 2,555 0.00 177 -9.74
2025-08-13 13F Rsm Us Wealth Management Llc 34,079 12.98 2,672 34.20
2025-07-23 13F High Note Wealth, LLC 0 -100.00 0
2025-04-14 13F IMC-Chicago, LLC 0 -100.00 0 -100.00
2025-08-29 NP DTD - WisdomTree U.S. Total Dividend Fund N/A 2,658 -0.89 208 17.61
2025-07-24 NP ESML - iShares ESG MSCI 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 22,325 0.26 1,674 -1.47
2025-08-26 NP EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 1,788 -16.45 140 -0.71
2025-07-09 13F Beacon Financial Group 9,312 0.00 728 18.76
2025-07-21 13F Quent Capital, LLC 0 -100.00 0
2025-04-29 NP SEIAX - SIIT Multi-Asset Real Return Fund - Class A 0 -100.00 0 -100.00
2025-05-15 13F Gwn Securities Inc. 0 -100.00 0
2025-08-13 13F Jones Financial Companies Lllp 726 22.84 57 46.15
2025-05-08 13F LGT Financial Advisors LLC 0 -100.00 0 -100.00
2025-08-06 13F Harvest Portfolios Group Inc. 6,957 -23.11 544 -8.57
2025-08-12 13F Integrated Advisors Network LLC 11,025 -4.19 862 13.87
2025-07-29 NP NWQAX - Nuveen NWQ Flexible Income Fund Class A This fund is a listed as child fund of Nuveen Asset Management, 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 29,200 0.00 2,189 -1.66
2025-07-29 NP EBI - Longview Advantage ETF 5,655 47,025.00 424
2025-08-08 13F Pnc Financial Services Group, Inc. 1,639 -34.31 128 -21.95
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 1,059 0.00 83 18.84
2025-08-28 NP VLU - SPDR S&P 1500 Value Tilt ETF 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 1,435 31.17 112 55.56
2025-05-28 NP BlackRock Capital Allocation Trust 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 11,226 0.00 739 -9.21
2025-08-14 13F Wells Fargo & Company/mn 169,132 -32.30 13,231 -19.55
2025-07-18 13F Truist Financial Corp 4,650 -3.75 364 14.15
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 37,762 -10.98 2,954 5.80
2025-06-30 NP SAWS - AAM SAWGRASS U.S. SMALL CAP QUALITY GROWTH ETF 56 0.00 4 -25.00
2025-08-14 13F Gotham Asset Management, LLC 417,642 20.43 32,672 43.12
2025-08-14 13F CIBC Asset Management Inc 3,018 236
2025-08-04 13F Yorktown Management & Research Co Inc 2,700 211
2025-08-27 NP JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 1,327 0.00 104 18.39
2025-06-26 NP FIOOX - Fidelity Series Large Cap Value 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 21,520 2.58 1,488 -7.47
2025-08-14 13F Millennium Management Llc 194,214 -18.20 15,193 -2.80
2025-07-23 13F Shell Asset Management Co 4,737 -14.82 0
2025-08-28 NP SMVIX - Simt Small Cap Value Fund Class I 1,650 129
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 39 0.00 3 50.00
2025-06-25 NP WMLIX - Wilmington Large-Cap Strategy Fund Class I Shares 600 -20.00 41 -28.07
2025-08-19 13F State of Wyoming 3,145 -38.81 246 -27.22
2025-08-14 13F Comerica Bank 12,437 -9.50 973 7.52
2025-08-04 13F Wolverine Asset Management Llc Put 200 0.00 16 15.38
2025-08-26 NP Profunds - Profund Vp Ultramid-cap 127 -22.09 10 -10.00
2025-09-04 13F/A Advisor Group Holdings, Inc. Call 1 0.00 3 100.00
2025-08-12 13F American Century Companies Inc 1,213,024 11.71 94,895 32.75
2025-08-11 13F Bell Investment Advisors, Inc 19 0.00 1 0.00
2025-08-18 13F/A Kestra Investment Management, LLC 9 1
2025-07-25 NP AFMC - First Trust Active Factor Mid Cap ETF This fund is a listed as child fund of First Trust 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 3,232 48.39 242 45.78
2025-05-28 NP QCEQRX - Equity Index Account Class R1 21,203 0.00 1,396 -9.30
2025-08-14 13F Jane Street Group, Llc 360,543 4.55 28,205 24.24
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 8,833 7.94 611 -2.71
2025-07-11 13F Assenagon Asset Management S.A. 0 -100.00 0
2025-08-14 13F Canada Pension Plan Investment Board 0 -100.00 0
2025-08-13 13F Orvieto Partners, L.P. 40,000 0.00 3,129 18.84
2025-08-14 13F Petrus Trust Company, LTA 0 -100.00 0
2025-08-07 13F Allworth Financial LP 140 -86.93 11 -85.71
2025-08-14 13F Susquehanna International Group, Llp 7,317 -77.52 572 -73.30
2025-05-15 13F Glenmede Trust Co Na 215,223 -3.24 14,168 -12.19
2025-08-14 13F Susquehanna International Group, Llp Put 48,100 54.17 3,763 83.24
2025-07-25 13F JustInvest LLC 10,979 6.83 859 26.92
2025-08-14 13F Susquehanna International Group, Llp Call 393,800 32.01 30,807 56.88
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 295,722 2.07 23,134 21.30
2025-08-26 NP GAFCX - Virtus AlphaSimplex Global Alternatives Fund Class C 2,581 101.33 202 139.29
2025-05-14 13F Sig Brokerage, Lp Call 0 -100.00 0
2025-08-14 13F Jane Street Group, Llc Put 126,900 364.84 9,927 452.42
2025-08-14 13F Jane Street Group, Llc Call 129,900 90.47 10,162 126.38
2025-08-26 NP BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 12,587 -1.46 985 17.14
2025-08-15 13F/A Rakuten Securities, Inc. 1,744 1,284.13 136 1,600.00
2025-08-29 NP Gabelli Dividend & Income Trust 60,200 -5.94 4,709 11.77
2025-06-26 NP FLAPX - Fidelity Flex Mid 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 2,833 10.75 196 -0.51
2025-07-31 13F Caitong International Asset Management Co., Ltd 245 -79.75 19 -75.95
2025-08-14 13F Horizon Investments, LLC 30,029 150,045.00 2,349 234,800.00
2025-08-14 13F Voya Investment Management Llc 10,327 27.35 808 51.41
2025-07-30 13F New Mexico Educational Retirement Board 13,600 0.00 1
2025-07-10 13F Vista Investment Partners Llc 18,412 -1.66 1,440 16.88
2025-08-13 13F/A StoneX Group Inc. 0 -100.00 0 -100.00
2025-08-14 13F Perbak Capital Partners LLP 17,500 1,369
2025-08-26 NP Delaware Vip Trust - Delaware Vip Small Cap Value Series Standard Class 186,800 4.10 14,613 23.70
2025-08-06 13F True Wealth Design, LLC 203 42.96 16 66.67
2025-07-15 13F Td Private Client Wealth Llc 372 0.00 29 20.83
2025-07-29 NP VRVIX - Vanguard Russell 1000 Value 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 33,982 8.86 2,548 7.02
2025-07-01 13F Stonehearth Capital Management, LLC 2,999 235
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 22,057 -4.91 1,726 12.97
2025-08-27 NP HCEGX - The Growth Equity Portfolio HC Strategic Shares 3,538 0.00 277 18.97
2025-08-27 NP CSSAX - Carillon Scout Small Cap Fund Class A 40,722 1.66 3,186 20.83
2025-05-15 13F Quantessence Capital LLC 0 -100.00 0
2025-06-23 NP UMPIX - Ultramid-cap Profund Investor Class 526 -26.84 36 -34.55
2025-08-12 13F Advisors Asset Management, Inc. 602 11.28 47 34.29
2025-08-13 13F Advisory Research Inc 8,206 7.25 642 27.44
2025-07-29 13F Koshinski Asset Management, Inc. 3,539 277
2025-08-08 13F Creative Planning 9,822 -1.03 768 17.61
2025-08-05 13F Bryce Point Capital, LLC 0 -100.00 0
2025-08-28 NP SLGFX - SIMT Large Cap Index Fund Class F 1,300 0.00 102 18.82
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 417 -2.34 33 14.29
2025-08-14 13F State Street Corp 1,971,163 -5.83 154,579 11.88
2025-08-13 13F Quadrant Capital Group Llc 0 -100.00 0
2025-04-17 13F Highline Wealth Partners Llc 0 -100.00 0 -100.00
2025-08-29 13F Centaurus Financial, Inc. 6,221 -0.43 0
2025-06-26 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 30,257 0.95 2,092 -8.97
2025-08-14 13F Group One Trading, L.p. Put 200 0.00 16 15.38
2025-08-14 13F Group One Trading, L.p. Call 47,900 -1.84 3,747 16.66
2025-08-14 13F Teza Capital Management LLC 0 -100.00 0
2025-07-29 NP IVOV - Vanguard S&P Mid-Cap 400 Value Index Fund ETF 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 19,069 2.12 1,430 0.35
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Channing Small Cap Value Fund Standard Class 33,377 -6.33 2,611 11.34
2025-06-27 NP OSCV - Opus Small Cap Value ETF 98,242 12.84 6,792 1.78
2025-08-28 NP IJJ - iShares S&P Mid-Cap 400 Value 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 132,675 -8.84 10,379 8.33
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 15,686 -1.01 1,227 17.64
2025-07-11 13F Farther Finance Advisors, LLC 3,066 294.59 240 368.63
2025-08-14 13F Peak6 Llc Put 32,800 -86.32 2,566 -83.75
2025-06-24 NP JVAL - JPMorgan U.S. Value Factor ETF 14,492 -15.82 1,002 -24.11
2025-08-08 13F Larson Financial Group LLC 2 0
2025-08-14 13F Peak6 Llc 7,614 -90.64 596 -88.88
2025-08-13 13F MetLife Investment Management, LLC 32,825 -10.70 2,568 6.12
2025-08-14 13F HG Vora Capital Management, LLC 500,000 -62.96 39,115 -55.99
2025-07-10 13F Exchange Traded Concepts, Llc 15,202 4.47 1,189 24.24
2025-08-26 NP GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional 30,368 2,376
2025-07-25 NP DEUS - Xtrackers Russell 1000 Comprehensive Factor ETF 286 -9.49 21 -12.50
2025-06-26 NP TLARX - Transamerica Large Core R 1,545 107
2025-08-14 13F State Of Wisconsin Investment Board 38,886 -17.50 3,042 -1.93
2025-08-26 NP JMEE - JPMorgan Market Expansion Enhanced Equity ETF 30,996 3.42 2,425 22.92
2025-08-28 NP ONEO - SPDR Russell 1000 Momentum Focus ETF 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 1,886 -11.75 148 5.00
2025-08-01 13F Solstein Capital, LLC 2,927 0.00 229 18.75
2025-07-24 13F Ronald Blue Trust, Inc. 408 7.37 32 24.00
2025-08-13 13F Centiva Capital, LP 0 -100.00 0
2025-08-11 13F Alps Advisors Inc 5,243 1.22 410 20.59
2025-08-14 13F Citadel Advisors Llc Call 195,600 -10.77 15,302 6.04
2025-07-21 13F Qrg Capital Management, Inc. 15,568 15.58 1,218 37.36
2025-08-14 13F Citadel Advisors Llc Put 21,300 -57.49 1,666 -49.48
2025-07-29 13F International Assets Investment Management, Llc 2,856 223
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 6,397 83.35 500 106.61
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 1,947 0.00 135 -10.07
2025-07-23 13F Sachetta, LLC 67 0.00 5 25.00
2025-08-22 NP Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class 12,300 0.00 962 18.91
2025-07-29 NP SEHAX - SIIT U.S. Equity Factor Allocation Fund Class A 21,743 0.00 1,630 -1.69
2025-05-14 13F Sig Brokerage, Lp 0 -100.00 0
2025-08-13 13F Russell Investments Group, Ltd. 34,395 -18.78 2,691 -3.48
2025-08-13 13F Norges Bank 702,202 54,933
2025-08-28 NP ASVIX - Small Cap Value Fund Investor Class This fund is a listed as child fund of American Century Companies 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 665,000 -6.99 52,023 10.53
2025-08-26 NP DVAL - BrandywineGLOBAL-Dynamic US Large Cap Value ETF 4,416 29.09 345 53.33
2025-06-23 NP PMPRX - MidCap Value Fund I R-3 1,865 -5.38 129 -15.23
2025-08-13 13F Gabelli Funds Llc 115,000 -6.28 8,996 11.38
2025-07-18 13F First Pacific Financial 0 -100.00 0
2025-06-25 NP CDAZX - Multi-Manager Directional Alternative Strategies Fund Institutional Class 9,116 6.23 630 -4.11
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 0 -100.00 0
2025-03-26 NP BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 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 1,234 137.76 95 168.57
2025-07-22 13F IMC-Chicago, LLC Put 16,600 -24.20 1,299 -9.92
2025-07-28 NP AVLV - Avantis U.S. Large Cap Value ETF This fund is a listed as child fund of American Century Companies 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 123,772 23.04 9,279 20.96
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 12,434 973
2025-08-07 13F Hodges Capital Management Inc. 47,780 4.27 3,738 23.86
2025-07-24 NP HSMNX - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 28,922 27.30 2,168 25.17
2025-08-26 NP JDSCX - JPMorgan Small Cap Blend Fund Class I 108,347 -9.66 8,476 7.35
2025-08-18 13F/A Hudson Bay Capital Management LP 124,536 34.95 9,742 60.39
2025-08-07 13F Addison Advisors LLC 148 0.00 12 22.22
2025-07-22 13F IMC-Chicago, LLC Call 28,500 -21.70 2,230 -6.97
2025-08-14 13F Fmr Llc 2,063,003 42.94 161,389 69.87
2025-09-04 13F/A Advisor Group Holdings, Inc. 10,812 247.21 846 312.20
2025-08-12 13F BlackRock, Inc. 5,519,322 -18.92 431,777 -3.64
2025-08-14 13F Alaska Permanent Fund Corp 0 -100.00 0
2025-06-26 NP TILVX - TIAA-CREF Large-Cap Value Index Fund Institutional Class 27,847 0.00 1,925 -9.79
2025-08-14 13F Schonfeld Strategic Advisors LLC 0 -100.00 0
2025-08-14 13F Evergreen Capital Management Llc 3,895 19.44 305 41.86
2025-07-09 13F Aaron Wealth Advisors LLC 4,282 8.85 335 29.46
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 28,711 -2.44 2,246 15.95
2025-06-26 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 77,977 0.00 5,391 -9.79
2025-08-12 13F Deutsche Bank Ag\ 263,558 4.36 20,618 24.02
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB 403,000 -4.95 31,527 12.95
2025-08-14 13F Quantinno Capital Management LP 384,999 34.12 30,119 59.38
2025-07-25 13F Yousif Capital Management, Llc 12,459 -11.11 975 5.64
2025-07-28 13F Harbour Investments, Inc. 1,200 -7.34 94 9.41
2025-08-11 13F Pinnacle Wealth Planning Services, Inc. 3,083 241
2025-08-29 NP DON - WisdomTree U.S. MidCap Dividend Fund N/A 77,030 0.07 6,026 18.93
2025-07-29 NP PSCNX - Penn Capital Special Situations Small Cap Equity Fund Institutional Class 10,491 16.88 787 14.91
2025-08-28 NP MDYG - SPDR(R) S & P 400 Mid Cap Growth ETF 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 55,033 -24.93 4,305 -10.80
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 3,311 30.15 229 31.79
2025-08-05 13F American Capital Advisory, LLC 0 -100.00 0
2025-08-28 NP SSGSX - Victory Sycamore Small Company Opportunity Fund Class A 775,000 4.73 60,628 24.46
2025-05-19 13F Game Plan Financial Advisors, LLC 0 -100.00 0
2025-08-22 NP DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A 42,390 3.38 3,316 22.86
2025-08-21 NP LUSIX - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 2,296 -15.46 180 -9.14
2025-07-29 NP VEVFX - Vanguard Explorer Value 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 105,721 -7.68 7,926 -9.25
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-08 13F Principal Financial Group Inc 138,310 -9.24 10,820 7.86
2025-08-12 13F Proequities, Inc. 0 0
2025-06-25 NP FNK - First Trust Mid Cap Value AlphaDEX Fund This fund is a listed as child fund of First Trust 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 17,603 27.92 1,217 15.46
2025-07-14 13F Proathlete Wealth Management Llc 11 1
2025-08-08 13F denkapparat Operations GmbH 11,126 18.99 870 41.46
2025-07-21 13F Cromwell Holdings LLC 12 1
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 11,854 -9.12 927 8.04
2025-06-18 NP Two Roads Shared Trust - LeaderShares(R) AlphaFactor(R) Tactical Focused ETF 49,773 -0.58 3,441 -10.32
2025-06-27 NP BRNY - Burney U.S. Factor Rotation ETF 0 -100.00 0 -100.00
2025-08-05 13F Corton Capital Inc. 5,138 60.81 402 90.95
2025-06-26 NP MSTVX - Morningstar Alternatives Fund 270 -19.70
2025-06-18 NP RTDAX - Multifactor U.S. Equity Fund Class A 958 0.00 66 -9.59
2025-07-29 13F Balboa Wealth Partners 0 -100.00 0
2025-08-12 13F Coldstream Capital Management Inc 0 -100.00 0
2025-08-12 13F MAI Capital Management 640 0.00 50 19.05
2025-08-15 13F CI Private Wealth, LLC 10,194 91.58 798 127.71
2025-07-30 NP HEQFX - Monteagle Opportunity Equity Fund Investor Class 1,500 0.00 112 -1.75
2025-05-15 13F Graham Capital Management, L.P. 0 -100.00 0
2025-08-05 13F Bank Of Montreal /can/ 7,213 -16.84 564 -1.23
2025-08-07 13F Parkside Financial Bank & Trust 1,441 -4.00 113 14.29
2025-07-30 NP ABCS - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF 1,228 -2.69 92 -4.17
2025-08-26 NP IASAX - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV 11,494 -4.98 899 12.94
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 0 -100.00 0
2025-08-11 13F Empowered Funds, LLC 40,118 410.15 3,138 506.96
2025-08-15 13F WFA of San Diego, LLC 0 -100.00 0
2025-07-16 13F/A CX Institutional 10,849 -18.39 1
2025-07-29 NP LCIAX - Siit Large Cap Index Fund - Class A 2,400 0.00 180 -2.19
2025-08-26 NP EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 14,899 -17.51 1,166 -2.02
2025-08-14 13F Royal Bank Of Canada Call 24,900 1,948
2025-08-26 NP Spdr S&p Midcap 400 Etf Trust 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 479,358 -9.44 37,500 7.63
2025-08-29 NP JRSAX - Janus Henderson U.S. Managed Volatility Fund Class A 11,731 918
2025-07-31 13F Quest Partners LLC 11,875 -62.58 929 -55.58
2025-07-31 13F/A Avion Wealth 10 0.00 0
2025-08-14 13F Royal Bank Of Canada 71,418 -3.04 5,588 15.26
2025-07-28 NP AVUSX - Avantis U.S. Equity Fund Institutional Class This fund is a listed as child fund of American Century Companies 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 4,429 0.00 332 -1.48
2025-08-04 13F Pinnacle Associates Ltd 358,046 -23.39 28,010 -8.96
2025-08-28 NP MMTM - SPDR S&P 1500 Momentum Tilt ETF 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 130 -7.14 10 11.11
2025-05-01 13F Schechter Investment Advisors, LLC 3,191 -9.06 210 -17.32
2025-04-21 13F Envestnet Portfolio Solutions, Inc. 0 -100.00 0
2025-08-14 13F Smartleaf Asset Management LLC 2,207 16.77 174 39.20
2025-08-07 13F Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 371 219.83 29 314.29
2025-08-13 13F Invesco Ltd. 311,859 -33.90 24,397 -21.46
2025-08-28 NP WFIVX - Wilshire 5000 Index Fund Investment Class 293 -24.29 23 -12.00
2025-07-22 NP GUSA - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2,063 -1.34 155 -3.14
2025-05-27 NP Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 3,810 0.00 251 -9.42
2025-07-31 13F Oppenheimer & Co Inc 9,008 -0.83 705 17.92
2025-08-28 NP SPTM - SPDR(R) Portfolio Total Stock Market ETF 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 14,720 1.52 1,152 20.65
2025-05-15 13F CAPROCK Group, Inc. 15,103 997
2025-08-12 13F Jpmorgan Chase & Co 1,110,810 -8.29 86,899 8.98
2025-08-12 13F Atlas Capital Advisors Llc 1,885 -54.80 147 -46.35
2025-08-26 NP FTKI - First Trust Small Cap BuyWrite Income ETF 0 -100.00 0 -100.00
2025-08-28 NP BlackRock Variable Series Funds II, Inc. - BlackRock Total Return 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 0 -100.00 0 -100.00
2025-06-25 NP FAB - First Trust Multi Cap Value AlphaDEX Fund This fund is a listed as child fund of First Trust 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 3,119 28.62 216 16.22
2025-07-29 NP VCDAX - Vanguard Consumer Discretionary Index Fund Admiral 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 105,532 -8.07 7,912 -9.62
2025-05-28 NP DNLDX - BNY Mellon Active MidCap Fund Class A 9,223 -0.95 607 -10.07
2025-07-16 13F State of Alaska, Department of Revenue 46,853 -1.88 4 0.00
2025-08-13 13F Mount Yale Investment Advisors, LLC 4,341 1.64 340 20.64
2025-08-14 13F Fuller & Thaler Asset Management, Inc. 259,191 -0.12 20,277 18.69
2025-05-27 NP BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 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 300 0.00 20 -9.52
2025-07-28 13F New York State Teachers Retirement System 72,740 -1.70 6 25.00
2025-06-26 NP BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness 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 3,720 -94.76 257 -94.30
2025-08-13 13F Channing Capital Management, LLC 918,332 -10.29 71,841 6.61
2025-08-28 NP Elevation Series Trust - RiverNorth Patriot ETF 222 17
2025-07-25 13F We Are One Seven, LLC 2,623 205
2025-08-14 13F SummitTX Capital, L.P. 0 -100.00 0
2025-08-14 13F Ameriprise Financial Inc 211,309 14.62 16,532 36.21
2025-08-28 NP SSBIX - State Street Balanced Index Fund Class K 374 0.00 29 20.83
2025-08-15 13F Morgan Stanley 728,547 7.87 56,994 28.19
2025-08-12 13F Axq Capital, Lp 0 -100.00 0
2025-06-23 NP MGPIX - Mid-cap Growth Profund Investor Class 143 47.42 10 28.57
2025-08-04 13F Simon Quick Advisors, Llc 8,362 68.39 654 100.61
2025-08-26 NP Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 2 0.00 0
2025-07-28 NP VCGAX - Growth & Income Fund 7,007 0.00 525 -1.69
2025-07-28 NP MSLC - Morgan Stanley Pathway Large Cap Equity ETF 2,182 0.00 164 -1.81
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 9 1
2025-07-30 13F Whittier Trust Co 194 0.00 15 25.00
2025-08-14 13F Janus Henderson Group Plc 35,618 31.98 2,787 55.90
2025-07-03 13F Garde Capital, Inc. 5 0.00 0
2025-08-14 13F Syon Capital Llc 5,881 460
2025-08-04 13F Strs Ohio 28,589 -2.92 2,237 15.38
2025-08-08 13F/A Sterling Capital Management LLC 3,867 8.84 303 29.61
2025-06-25 NP FDIS - Fidelity MSCI Consumer Discretionary 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 31,753 -4.01 2,195 -13.41
2025-08-27 13F/A Squarepoint Ops LLC 0 -100.00 0 -100.00
2025-08-12 13F Corebridge Financial, Inc. 0 -100.00 0
2025-08-13 13F Panagora Asset Management Inc 2,859 224
2025-08-26 NP ESPAX - Wells Fargo Special Small Cap Value Fund Class A 236,000 23.82 18,462 47.14
2025-08-14 13F Mercer Global Advisors Inc /adv 11,674 13.99 913 35.46
2025-08-14 13F Verition Fund Management LLC 13,624 61.63 1,066 92.24
2025-08-05 13F Simplex Trading, Llc Put 21,200 0.00 2 0.00
2025-08-05 13F Simplex Trading, Llc Call 45,700 38.07 4 50.00
2025-08-27 NP VISVX - Vanguard Small-Cap Value 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 890,717 -6.04 69,681 11.66
2025-08-14 13F Quarry LP 0 -100.00 0
2025-08-12 13F Inceptionr Llc 0 -100.00 0
2025-07-28 NP QVMM - Invesco S&P MidCap 400 QVM Multi-factor 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 9,351 6.95 701 5.26
2025-08-26 NP EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 6,178 1.78 483 21.05
2025-08-21 NP MXMDX - Great-West S&P Mid Cap 400 Index Fund Investor Class 27,813 -13.38 2,176 2.93
2025-07-30 NP BFOR - Barron's 400 ETF 5,243 -2.26 393 22.43
2025-08-01 13F Brinker Capital Investments, LLC 0 -100.00 0
2025-07-25 13F Oregon Public Employees Retirement Fund 12,489 -7.41 977 10.15
2025-08-18 13F Wolverine Trading, Llc Call 0 -100.00 0
2025-08-18 13F Wolverine Trading, Llc Put 0 -100.00 0
2025-08-26 NP Profunds - Profund Vp Mid-cap Value 170 2.41 13 30.00
2025-05-13 13F HighTower Advisors, LLC Call 0 -100.00 0 -100.00
2025-08-26 NP EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB 55,630 -0.57 4,352 18.14
2025-08-28 NP WBIF - WBI BullBear Value 3000 ETF 1,362 -90.17 107 -89.45
2025-08-29 NP JVMAX - John Hancock Disciplined Value Mid Cap Fund Class A 2,301,467 -2.04 180,044 16.41
2025-08-14 13F Prelude Capital Management, Llc 16,468 17.99 1,288 40.31
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 3,668 0.00 287 18.67
2025-08-26 13F/A Thrivent Financial For Lutherans 18,375 18.22 1 0.00
2025-08-14 13F Goldman Sachs Group Inc 424,144 19.59 33,181 42.12
2025-08-05 13F Versor Investments LP 5,820 -81.95 455 -78.56
2025-08-14 13F Goldman Sachs Group Inc Call 97,200 0.00 7,604 18.83
2025-08-14 13F Goldman Sachs Group Inc Put 97,200 0.00 7,604 18.83
2025-05-07 13F Maridea Wealth Management LLC 0 -100.00 0
2025-07-14 13F GAMMA Investing LLC 960 24.19 75 50.00
2025-08-12 13F Steward Partners Investment Advisory, Llc 817 -9.12 64 6.78
2025-07-23 NP CFMSX - Column Mid Cap Select Fund 82,341 5.65 6,173 3.87
2025-08-14 13F EP Wealth Advisors, Inc. 11,133 256.03 871 324.39
2025-08-22 NP FWATX - Fidelity Advisor Multi-Asset Income Fund Class A 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 44,800 3,505
2025-08-11 13F Rothschild Investment Llc 7 250.00 1
2025-07-15 13F Burns Matteson Capital Management, LLC 5,621 -1.85 440 16.45
2025-08-12 13F XTX Topco Ltd 9,256 57.01 724 86.60
2025-08-13 13F Arizona State Retirement System 16,856 -5.03 1,319 12.84
2025-08-14 13F Tudor Investment Corp Et Al Call 3,600 282
2025-08-14 13F GWM Advisors LLC 139 0.00 11 11.11
2025-08-12 13F CFC Planning Co LLC 3,019 236
2025-08-12 13F Trexquant Investment LP 0 -100.00 0
2025-08-14 13F Sei Investments Co 290,774 -27.99 22,747 -14.42
2025-08-15 13F Tower Research Capital LLC (TRC) 1,618 -63.41 127 -56.70
2025-08-28 NP IJK - iShares S&P Mid-Cap 400 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 215,568 -13.26 16,864 3.08
2025-08-14 13F III Capital Management 15,000 1,173
2025-08-22 NP FIMVX - Fidelity Mid Cap Value 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 9,243 29.07 723 53.50
2025-06-18 NP Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 19,833 2.49 1,371 -7.55
2025-07-28 NP AVMV - Avantis U.S. Mid Cap Value ETF 4,810 46.07 361 43.43
2025-08-14 13F Point72 Asset Management, L.P. Call 30,700 -9.71 2,402 7.28
2025-08-14 13F Point72 Asset Management, L.P. Put 24,500 -37.34 1,917 -25.53
2025-08-14 13F Lombard Odier Asset Management (USA) Corp Put 0 -100.00 0
2025-07-29 NP NELAX - Nuveen Equity Long/Short Fund Class A This fund is a listed as child fund of Nuveen Asset Management, 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 9,800 -34.67 735 -35.78
2025-07-29 NP RBB FUND, INC. - Adara Smaller Companies Fund 4,776 0.00 358 -1.65
2025-08-13 13F Capital Analysts, Inc. 74 0.00 0
2025-08-27 NP VICE - AdvisorShares Vice ETF 4,088 0.00 320 18.59
2025-07-28 NP MVV - ProShares Ultra MidCap400 2,515 -1.60 189 -3.09
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 17,902 -8.88 1,400 8.28
2025-07-28 NP AVUQ - Avantis U.S. Quality ETF 3,046 228
2025-07-25 NP SCHM - Schwab U.S. Mid-Cap ETF 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 175,491 2.82 13,157 1.08
2025-08-14 13F Peak6 Llc Call 0 -100.00 0
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 1,477 6.11 116 26.37
2025-06-30 NP YOVAX - YORKTOWN SMALL-CAP FUND Class A 2,700 0.00 187 -9.71
2025-05-15 13F Tudor Investment Corp Et Al 0 -100.00 0 -100.00
2025-07-22 NP FHYTX - FEDERATED HIGH YIELD TRUST Service Shares This fund is a listed as child fund of Federated Hermes, 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 11,935 -1.24 895 -2.93
2025-06-27 NP OOTO - Direxion Daily Travel & Vacation Bull 2X Shares 490 -37.42 34 -45.00
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 1,297 -15.78 101 0.00
2025-08-26 NP IJH - iShares Core S&P Mid-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 1,988,468 -8.00 155,558 9.33
2025-06-25 NP ISCB - iShares Morningstar 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 2,991 -7.54 207 -16.60
2025-07-29 NP VFVA - Vanguard U.S. Value Factor ETF ETF 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 21,390 -2.91 1,604 -4.58
2025-05-06 13F Proficio Capital Partners LLC 0 -100.00 0 -100.00
2025-06-26 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 41,929 0.00 2,899 -9.80
2025-05-30 NP STXK - Strive Small-Cap ETF 0 -100.00 0 -100.00
2025-06-03 13F Invst, LLC 8,817 580
2025-08-28 NP ONEY - SPDR Russell 1000 Yield Focus ETF 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 6,028 -68.34 472 -62.41
2025-07-25 NP MIDE - Xtrackers S&P MidCap 400 ESG ETF 172 -30.65 13 -33.33
2025-08-22 NP FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares This fund is a listed as child fund of Federated Hermes, 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 838 66
2025-08-13 13F Quantbot Technologies LP 0 -100.00 0
2025-05-15 13F Axa S.a. 0 -100.00 0
2025-08-14 13F Murphy & Mullick Capital Management Corp 0 -100.00 0
2025-08-11 13F Nomura Asset Management Co Ltd 380 0.00 30 16.00
2025-08-14 13F Raymond James Financial Inc 596,976 -6.88 46,701 10.66
2025-05-15 13F Freestone Grove Partners LP 0 -100.00 0
2025-08-26 NP IUSV - iShares Core S&P U.S. Value 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 20,584 0.91 1,610 19.97
2025-08-13 13F State Board Of Administration Of Florida Retirement System 51,307 0.02 4,014 18.87
2025-06-26 NP FCPI - Fidelity Stocks for Inflation 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 14,806 67.45 1,024 82.35
2025-08-26 NP PENN SERIES FUNDS INC - Real Estate Securities Fund 13,061 -19.52 1,022 -4.40
2025-05-15 13F Caption Management, LLC 0 -100.00 0
2025-07-23 13F Hager Investment Management Services, Llc 55 0.00 4 33.33
2025-07-29 13F Foster & Motley Inc 57,919 132.36 5 300.00
2025-08-14 13F Macquarie Group Ltd 649,024 1.13 50,773 20.18
2025-08-12 13F Northwestern Mutual Investment Management Company, Llc 13,631 -7.52 1,066 9.90
2025-08-08 13F Cetera Investment Advisers 18,866 -1.07 1,476 17.53
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