DJ1 - Daily Journal Corporation Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham (MUN)

Daily Journal Corporation
DE ˙ MUN ˙ US2339121046
€ 408.00 ↑12.00 (3.03%)
2025-09-05
BAHAGING PRESYO
Mga Batayang Estadistika
Pemilik Institusional 249 total, 248 long only, 1 short only, 0 long/short - change of 4.17% MRQ
Harga Saham 408.00
Alokasi Portofolio Rata-rata 0.1035 % - change of 17.05% MRQ
Jumlah Saham Beredar shares (source: Capital IQ)
Saham Institusional (Jangka Panjang) 1,040,680 - 75.55% (ex 13D/G) - change of 0.04MM shares 4.19% MRQ
Nilai Institusional (Jangka Panjang) $ 424,357 USD ($1000)
Kepemilikan Institusional dan Pemegang Saham

Daily Journal Corporation (DE:DJ1) memiliki 249 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 1,040,720 saham. Pemegang saham terbesar meliputi RWWM, Inc., Vanguard Group Inc, BlackRock, Inc., Dimensional Fund Advisors Lp, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, AltraVue Capital, LLC, HighTower Advisors, LLC, State Street Corp, Advisory Research Inc, and IWM - iShares Russell 2000 ETF .

Struktur kepemilikan institusional Daily Journal Corporation (MUN:DJ1) 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 408.00 / share. Previously, on September 9, 2024, the share price was 410.00 / share. This represents a decline of 0.49% over that period.

DE:DJ1 / Daily Journal 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 .

Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)		 Saham Δ Saham
(%)		 Dilaporkan
Nilai
($1000)		 Nilai Δ
(%)		 Alokasi Port
(%)
2025-08-14 13F Susquehanna International Group, Llp 3,428 97.24 1,447 109.41
2025-07-24 13F Us Bancorp \de\ 1 -75.00 0 -100.00
2025-08-14 13F Aqr Capital Management Llc 1,530 -35.22 646 -31.20
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 396 0.00 167 6.37
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 72 38.46 30 50.00
2025-08-12 13F Nuveen, LLC 2,169 -31.23 916 -27.03
2025-08-11 13F HighTower Advisors, LLC 41,336 0.00 17,454 6.17
2025-06-26 NP FSSNX - Fidelity Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 14,164 2.00 5,368 -5.74
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 194 -7.18 82 -2.41
2025-08-14 13F State Street Corp 38,450 -1.51 16,236 4.57
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 49 -12.50 21 -9.09
2025-06-20 NP JSML - Janus Henderson Small Cap Growth Alpha ETF 836 317
2025-08-26 NP TLSTX - Stock Index Fund 17 0.00 7 16.67
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 1,849 0.00 701 -7.65
2025-08-13 13F Russell Investments Group, Ltd. 2,858 0.07 1,207 6.26
2025-07-28 NP AVSC - Avantis U.S. Small Cap 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 2,715 7.74 1,144 15.44
2025-08-14 13F Wells Fargo & Company/mn 824 3.65 348 9.81
2025-06-26 NP FLXSX - Fidelity Flex Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 269 16.96 102 7.45
2025-08-13 13F Northern Trust Corp 11,076 -7.82 4,677 -2.13
2025-08-28 NP IWN - iShares Russell 2000 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 2,498 -33.40 1,055 -29.31
2025-08-12 13F Entropy Technologies, LP 500 211
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 52 15.56 22 23.53
2025-07-11 13F Capital Advantage, Inc. 1,426 1.35 602 -24.66
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 37 32.14 16 36.36
2025-06-20 NP JSMD - Janus Henderson Small/Mid Cap Growth Alpha ETF 1,121 425
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 4,475 -1.30 1,886 5.72
2025-05-27 NP GAFCX - Virtus AlphaSimplex Global Alternatives Fund Class C 98 0.00 39 -30.91
2025-08-11 13F Citigroup Inc 721 -45.42 304 -42.10
2025-08-14 13F Legato Capital Management LLC 9,305 0.00 3,929 6.19
2025-08-13 13F Quantbot Technologies LP 4,968 445.93 2,098 480.89
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 727 37.95 307 46.41
2025-08-13 13F EverSource Wealth Advisors, LLC 10 100.00 4 300.00
2025-08-13 13F Marshall Wace, Llp 7,286 -8.19 3,077 -2.53
2025-06-26 NP ISCG - iShares Morningstar Small-Cap 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 235 4.44 89 -3.26
2025-07-23 13F Klp Kapitalforvaltning As 300 0.00 127 5.88
2025-08-13 13F Advisory Research Inc 37,840 8.83 15,978 15.54
2025-08-14 13F Raymond James Financial Inc 45 19
2025-08-27 NP VBINX - Vanguard Balanced Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 818 0.00 345 6.15
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 265 4.74 112 11.00
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 117 -29.94 49 -25.76
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 3,266 5.29 1,238 -2.75
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 424 -9.21 179 -3.24
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 186 -6.53 79 -1.27
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 1,478 -6.93 624 -1.11
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 41 0.00 17 6.25
2025-08-08 13F Intech Investment Management Llc 600 11.94 253 18.78
2025-07-28 13F BRYN MAWR TRUST Co 6,400 0.00 2,702 6.17
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 304 20.16 115 11.65
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 190 0.00 80 6.67
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 137 0.00 58 7.55
2025-08-14 13F Two Sigma Investments, Lp 0 -100.00 0
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 158 2.60 60 -6.35
2025-04-25 NP VFMO - Vanguard U.S. Momentum 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 697 99.14 274 39.09
2025-07-29 13F TFC Financial Management 1 0
2025-08-14 13F Bank Of America Corp /de/ 7,092 -7.61 2,995 -1.90
2025-08-05 13F Huntington National Bank 16 0.00 7 0.00
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 1,050 0.00 443 6.24
2025-08-28 NP SMLV - SPDR SSGA US Small Cap Low Volatility Index 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 821 347
2025-07-29 NP VTWV - Vanguard Russell 2000 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 257 -7.22 108 0.00
2025-07-08 13F Parallel Advisors, LLC 38 16
2025-08-13 13F Jones Financial Companies Lllp 63 26
2025-08-08 13F Everett Harris & Co /ca/ 2,339 125.12 988 138.98
2025-08-22 NP FECGX - Fidelity Small Cap Growth Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 664 7.27 280 13.82
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 490 0.00 186 -7.50
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 199 0.00 84 6.33
2025-08-12 13F Corebridge Financial, Inc. 0 -100.00 0
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 41 0.00 17 6.25
2025-06-26 NP DFSCX - U.s. Micro Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,102 0.00 1,934 -7.60
2025-08-27 NP VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 14,273 0.22 6,027 6.41
2025-07-28 NP UWM - ProShares Ultra Russell2000 139 -17.75 59 -12.12
2025-08-13 13F Renaissance Technologies Llc 1,411 -51.34 596 -48.40
2025-08-14 13F Qube Research & Technologies Ltd 3,251 1,373
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 593 -8.35 250 -2.72
2025-06-26 NP SMMV - iShares Edge MSCI Min Vol 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 438 1.62 166 -6.25
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 480 0.00 202 7.45
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 271 0.00 103 -8.11
2025-05-28 NP QCEQRX - Equity Index Account Class R1 772 0.00 307 -29.91
2025-08-14 13F Fmr Llc 229 -4.58 97 1.05
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 412 0.00 156 -7.14
2025-07-16 13F Signaturefd, Llc 1 -66.67 0 -100.00
2025-08-14 13F Citadel Advisors Llc 0 -100.00 0
2025-05-09 13F New Age Alpha Advisors, LLC 0 -100.00 0
2025-08-13 13F MetLife Investment Management, LLC 829 0.00 350 6.38
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 175 0.00 66 -7.04
2025-08-12 13F Skopos Labs, Inc. 6 0.00 2 0.00
2025-08-08 13F Principal Financial Group Inc 0 -100.00 0
2025-08-12 13F Swiss National Bank 2,542 0.00 1,073 6.24
2025-08-14 13F UBS Group AG 4,454 7.87 1,881 14.49
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 13 -35.00 5 -50.00
2025-07-31 13F Caitong International Asset Management Co., Ltd 1 -85.71 0 -100.00
2025-08-12 13F Proequities, Inc. 0 0
2025-08-12 13F BlackRock, Inc. 93,570 -9.52 39,510 -3.93
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 285 0.00 120 6.19
2025-07-28 NP HDG - ProShares Hedge Replication ETF 2 0.00 1
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 4 -20.00 2 0.00
2025-08-27 NP JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 254 0.00 107 5.94
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 254 9.48 107 16.30
2025-08-28 NP IWM - iShares Russell 2000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 31,453 -14.80 13,281 -9.54
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 5,371 23.33 2,036 14.01
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 5,102 -6.95 2,150 -0.28
2025-08-13 13F New York State Common Retirement Fund 9,059 0.00 4 0.00
2025-08-14 13F Price T Rowe Associates Inc /md/ 659 10.20 0
2025-05-15 13F SRS Capital Advisors, Inc. 0 -100.00 0
2025-08-12 13F Deutsche Bank Ag\ 735 18.55 310 26.02
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 45 0.00 19 5.88
2025-08-27 13F/A Squarepoint Ops LLC 609 257
2025-08-28 NP IWC - iShares Micro-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,835 -8.67 1,197 -3.00
2025-08-14 13F Janus Henderson Group Plc 600 -76.93 253 -75.34
2025-07-25 13F Stephens Consulting, LLC 1 0
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 502 0.00 212 6.03
2025-08-26 NP FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF 92 39.39 39 46.15
2025-05-14 13F Arrowstreet Capital, Limited Partnership 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 1,731 4.91 729 12.50
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 99 0.00 38 -7.50
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 46 -23.33 19 -17.39
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 1 -50.00 0
2025-08-08 13F/A Sterling Capital Management LLC 10 25.00 4 33.33
2025-04-22 13F Cross Staff Investments Inc 0 -100.00 0
2025-05-15 13F CAPROCK Group, Inc. 5,585 -0.11 2,221 -30.05
2025-08-26 NP NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 230 -5.74 97 0.00
2025-07-28 NP OMFS - Invesco Russell 2000(R) Dynamic Multifactor 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 346 1.76 146 9.02
2025-06-26 NP FSMD - Fidelity Small-Mid Factor 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 3,517 1,333
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 1,473 0.00 558 -7.62
2025-08-12 13F Charles Schwab Investment Management Inc 8,320 -2.48 3,513 3.54
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 101 0.00 38 -7.32
2025-08-13 13F Invesco Ltd. 522 -33.42 220 -29.26
2025-08-26 NP TRSYX - T. Rowe Price Small-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 126 8.62 53 15.22
2025-08-14 13F Susquehanna Fundamental Investments, Llc 0 -100.00 0
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 35 0.00 15 7.69
2025-07-14 13F GAMMA Investing LLC 17 -26.09 7 -22.22
2025-08-22 NP FISVX - Fidelity Small 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 319 -27.50 135 -22.99
2025-08-12 13F XTX Topco Ltd 744 314
2025-07-29 13F Angeles Wealth Management, Llc 1,145 0.00 483 6.15
2025-05-27 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 2,015 0.00 801 -29.98
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 134 0.00 57 5.66
2025-06-18 NP NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 34 0.00 13 -7.69
2025-08-14 13F Ameriprise Financial Inc 605 -17.57 255 -12.37
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 277 0.00 105 -7.96
2025-08-27 NP BBTSX - Bridge Builder Tax Managed Small/Mid Cap Fund 580 0.00 245 6.09
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 2,909 0.90 1,102 -6.77
2025-06-23 NP PPNMX - SmallCap Growth Fund I R-3 100 2.04 38 -7.50
2025-08-07 13F Allworth Financial LP 3 -50.00 1 -50.00
2025-06-26 NP TIEIX - TIAA-CREF Equity Index Fund Institutional Class 455 0.00 172 -7.53
2025-08-14 13F Alliancebernstein L.p. 1,340 0.00 566 6.20
2025-07-31 13F Nisa Investment Advisors, Llc 10 42.86 4 100.00
2025-05-06 13F Venturi Wealth Management, LLC 0 -100.00 0
2025-08-14 13F Millennium Management Llc 1,280 -49.31 540 -46.22
2025-08-12 13F Ameritas Investment Partners, Inc. 134 0.00 57 5.66
2025-08-12 13F American Century Companies Inc 3,001 7.76 1,267 14.45
2025-07-07 13F Versant Capital Management, Inc 9 0.00 4 0.00
2025-07-22 13F Miracle Mile Advisors, LLC 480 203
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 510 0.00 215 6.44
2025-06-24 NP SWSSX - Schwab Small-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,432 2.14 1,301 -5.59
2025-08-13 13F Quadrant Capital Group Llc 0 -100.00 0
2025-07-28 NP URTY - ProShares UltraPro Russell2000 101 -29.86 43 -25.00
2025-07-29 NP VRTGX - Vanguard Russell 2000 Growth Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 869 -4.51 366 2.52
2025-08-14 13F Ubs Asset Management Americas Inc 3,556 23.90 1,502 31.55
2025-08-14 13F Royal Bank Of Canada 1,580 11.03 667 17.84
2025-08-12 13F Rhumbline Advisers 2,097 1.70 885 7.93
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 59 0.00 25 4.35
2025-09-04 13F/A Advisor Group Holdings, Inc. 42 18
2025-08-07 13F Los Angeles Capital Management Llc 1,010 426
2025-08-20 NP QSMLX - AQR Small Cap Multi-Style Fund Class I 500 0.00 211 6.57
2025-08-15 13F Tower Research Capital LLC (TRC) 169 -1.74 71 4.41
2025-07-29 NP VITAX - Vanguard Information Technology 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 1,343 22.20 566 30.79
2025-07-18 13F/A Aquamarine Zurich AG 11,500 0.00 5 0.00
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 1,404 15.46 592 23.64
2025-08-12 13F Dimensional Fund Advisors Lp 44,085 4.17 18,615 10.61
2025-05-30 NP New Age Alpha Funds Trust - NAA Opportunity Fund Class C 0 -100.00 0 -100.00
2025-07-23 13F Equitable Trust Co 666 0.00 281 6.44
2025-08-28 NP XITK - SPDR FactSet Innovative Technology 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 1,666 -8.46 703 -2.77
2025-05-08 13F ProShare Advisors LLC 0 -100.00 0
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 100 7.53 42 16.67
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 200 0.00 84 7.69
2025-08-11 13F Covestor Ltd 2 0.00 0
2025-08-14 13F Jane Street Group, Llc 5,729 495.53 2,419 533.25
2025-08-08 13F Tortoise Investment Management, LLC 3 1
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 43,565 0.00 18,395 6.18
2025-06-26 NP Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 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 333 0.00 126 -7.35
2025-08-14 13F Engineers Gate Manager LP 1,041 440
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 6 20.00 2 0.00
2025-08-27 NP Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 81 0.00 34 6.25
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 91 38
2025-08-25 NP TMVAX - RBC Microcap Value Fund A Shares 500 13.64 211 21.26
2025-06-26 NP USMIX - Extended Market Index Fund 144 -5.26 55 -12.90
2025-05-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 611 2.86 243 -28.19
2025-08-28 NP TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 46 0.00 19 5.56
2025-07-28 NP VCSLX - Small Cap Index Fund 529 -0.38 223 6.73
2025-07-24 13F Shayne & Co., Llc 1,199 -6.25 506 -0.39
2025-08-14 13F/A Barclays Plc 2,635 50.74 1
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 100 0.00 42 7.69
2025-08-28 NP IWO - iShares Russell 2000 Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8,642 -1.06 3,649 5.07
2025-08-12 13F AltraVue Capital, LLC 43,099 2.86 18,199 9.21
2025-08-12 13F Virtu Financial LLC 1,327 1
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 56 21
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 686 0.59 289 7.84
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 241 -5.86 102 0.00
2025-06-26 NP DFFVX - U.S. Targeted Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8,494 97.72 3,219 82.79
2025-08-13 13F State Board Of Administration Of Florida Retirement System 1,310 142.59 553 158.41
2025-05-05 13F Lindbrook Capital, Llc 12 500.00 5 300.00
2025-08-04 13F Amalgamated Bank 49 0.00 0
2025-08-06 13F True Wealth Design, LLC 2 0.00 1
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 2 0.00 1
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 2 1
2025-07-29 NP VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,949 8.92 2,929 16.70
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 161 9.52 68 15.52
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 69 0.00 29 7.41
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 691 -14.69 292 -9.63
2025-08-11 13F Vanguard Group Inc 100,243 41.07 42,328 49.78
2025-08-28 NP XSW - SPDR(R) S&P(R) Software & Services 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 7,818 -10.94 3,301 -5.44
2025-05-15 13F Voya Investment Management Llc 0 -100.00 0 -100.00
2025-08-08 13F Pnc Financial Services Group, Inc. 0 -100.00 0
2025-05-15 13F Creative Planning 0 -100.00 0
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 34 -37.04 14 -33.33
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 6 -14.29 3 0.00
2025-07-29 NP ADVGX - North Square Advisory Research All Cap Value Fund Class I 1,990 0.00 839 11.14
2025-07-29 NP VRTTX - Vanguard Russell 3000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 119 0.00 50 8.70
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 25 13.64 11 25.00
2025-08-15 13F Morgan Stanley 6,758 -33.58 2,854 -29.49
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 140 -23.50 59 -18.06
2025-06-27 NP RSSL - Global X Russell 2000 ETF 836 6.09 317 -2.17
2025-06-26 NP DFSTX - U.s. Small Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,585 0.00 2,117 -7.60
2025-06-18 NP RTSSX - Tax-Managed U.S. Mid & Small Cap Fund Class S 2,832 0.00 1,073 -7.58
2025-07-24 13F IFP Advisors, Inc 0 5
2025-08-13 13F Cerity Partners LLC 4,868 -0.25 2,056 5.93
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 666 -16.12 281 -10.79
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 225 0.00 85 -7.61
2025-05-27 NP Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 129 -0.77 51 -30.14
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 700 0.00 296 6.12
2025-08-14 13F Hrt Financial Lp 7,479 51.49 3 200.00
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 29 0.00 11 -9.09
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 1 0.00 0
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 62 5.08 23 -4.17
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 300 0.00 127 5.88
2025-08-27 NP TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund Short -40 -14.89 -17 -30.43
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 1,718 -18.96 651 -25.09
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 24 -4.00 10 11.11
2025-07-23 13F Mraz, Amerine & Associates, Inc. 689 0.00 291 7.01
2025-08-14 13F Goldman Sachs Group Inc 2,180 -17.77 921 -12.71
2025-08-12 13F Legal & General Group Plc 1,264 10.39 534 17.14
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 57 0.00 22 -8.70
2025-08-28 NP SSBIX - State Street Balanced Index Fund Class K 6 0.00 3 0.00
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 156 -12.85 66 -8.45
2025-08-12 13F Jpmorgan Chase & Co 1,607 93.85 679 106.08
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 60 0.00 23 -8.33
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 3 0.00 1 0.00
2025-08-28 NP SPGM - SPDR(R) Portfolio MSCI Global 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 100 0.00 42 7.69
2025-08-04 13F Strs Ohio 800 14.29 338 21.22
2025-06-25 NP FTEC - Fidelity MSCI Information Technology 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 4,101 -2.43 1,554 -9.81
2025-08-04 13F RWWM, Inc. 334,902 2.91 141,412 9.26
2025-08-14 13F Bnp Paribas Arbitrage, Sa 10,157 543.26 4,289 583.89
2025-07-31 13F Quest Partners LLC 277 0.00 117 5.45
2025-06-18 NP GMRAX - Nationwide Small Cap Index Fund Class A 125 0.00 47 -7.84
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value 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 335 0.00 127 -8.03
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 316 -13.42 133 -8.28
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 2,397 0.00 1,012 6.19
2025-08-14 13F Gotham Asset Management, LLC 746 26.66 315 34.19
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 82 7.89 31 0.00
2025-07-25 13F Cwm, Llc 23 -20.69 0
2025-08-14 13F California State Teachers Retirement System 1,116 -8.30 471 -2.69
2025-05-15 13F Manufacturers Life Insurance Company, The 0 -100.00 0
2025-08-08 13F Geode Capital Management, Llc 30,422 -2.26 12,847 3.76
2025-08-05 13F Bank of New York Mellon Corp 3,284 -2.84 1,387 3.13
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 22 22.22 9 28.57
2025-05-15 13F Lazard Asset Management Llc 0 -100.00 0
2025-05-01 13F Arizona State Retirement System 0 -100.00 0
2025-08-26 NP Profunds - Profund Vp Small-cap 3 0.00 1 0.00
2025-08-13 13F Brown Advisory Inc 1,600 0.00 676 6.13
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 423 9.59 160 1.27
2025-08-08 13F SG Americas Securities, LLC 0 -100.00 0
2025-07-24 NP FNCMX - Fidelity Nasdaq Composite Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,043 0.00 440 7.07
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