FE4 - Franklin Electric Co., Inc. Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham (DB)

Franklin Electric Co., Inc.
DE ˙ DB ˙ US3535141028
€ 82.50 ↑1.00 (1.23%)
2025-09-05
BAHAGING PRESYO
Mga Batayang Estadistika
Pemilik Institusional 686 total, 684 long only, 1 short only, 1 long/short - change of -0.15% MRQ
Harga Saham 82.50
Alokasi Portofolio Rata-rata 0.1810 % - change of -4.32% MRQ
Jumlah Saham Beredar shares (source: Capital IQ)
Saham Institusional (Jangka Panjang) 48,521,124 - 109.07% (ex 13D/G) - change of -0.05MM shares -0.09% MRQ
Nilai Institusional (Jangka Panjang) $ 4,273,931 USD ($1000)
Kepemilikan Institusional dan Pemegang Saham

Franklin Electric Co., Inc. (DE:FE4) memiliki 686 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 48,535,022 saham. Pemegang saham terbesar meliputi BlackRock, Inc., Vanguard Group Inc, IJR - iShares Core S&P Small-Cap ETF, Allspring Global Investments Holdings, LLC, State Street Corp, Morgan Stanley, ESPAX - Wells Fargo Special Small Cap Value Fund Class A, First Trust Advisors Lp, Earnest Partners Llc, and VTSMX - Vanguard Total Stock Market Index Fund Investor Shares .

Struktur kepemilikan institusional Franklin Electric Co., Inc. (DB:FE4) 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 82.50 / share. Previously, on September 6, 2024, the share price was 85.50 / share. This represents a decline of 3.51% over that period.

DE:FE4 / Franklin Electric Co., Inc. 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.

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)		 Saham Δ Saham
(%)		 Dilaporkan
Nilai
($1000)		 Nilai Δ
(%)		 Alokasi Port
(%)
2025-08-12 13F Deutsche Bank Ag\ 46,190 -31.12 4,145 -34.15
2025-05-01 13F SkyOak Wealth, LLC 0 -100.00 0 -100.00
2025-08-14 13F DRW Securities, LLC 3,703 332
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Proequities, Inc. 0 0
2025-08-05 13F Bank Of Montreal /can/ 13,019 -46.09 1,168 -48.48
2025-08-14 13F Vident Advisory, LLC 0 -100.00 0
2025-08-28 NP Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 4,858 -8.22 436 -12.30
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 1,166 11.69 101 -5.66
2025-08-12 13F MAI Capital Management 490 36.49 44 30.30
2025-07-22 13F Old National Bancorp /in/ 3,015 0.00 271 -4.59
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 2,966 5.66 266 1.14
2025-07-07 13F Versant Capital Management, Inc 196 108.51 18 112.50
2025-08-28 NP SVOAX - Simt Us Managed Volatility Fund Class F 1,250 0.00 112 -4.27
2025-08-12 13F Corebridge Financial, Inc. 0 -100.00 0
2025-06-26 NP CRSSX - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 16,585 -2.69 1,409 -17.31
2025-05-14 13F Colonial Trust Advisors 0 -100.00 0 -100.00
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 94 -10.48 8 -11.11
2025-08-27 NP Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 262,319 5.12 23,541 0.48
2025-08-13 13F Invesco Ltd. 607,040 9.15 54,476 4.34
2025-04-30 13F Cornerstone Planning Group LLC 0 -100.00 0
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 790 7.63 71 2.94
2025-08-07 13F Illinois Municipal Retirement Fund 21,015 4.66 1,886 0.00
2025-08-14 13F State Street Corp 1,973,327 -5.79 177,086 -9.95
2025-08-13 13F Baird Financial Group, Inc. 9,325 -5.35 837 -9.52
2025-07-28 NP URTY - ProShares UltraPro Russell2000 3,313 -28.46 286 -39.53
2025-08-14 13F Janus Henderson Group Plc 17,155 -79.34 1,540 -80.41
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 1,991 5.12 169 -10.58
2025-08-13 13F State Board Of Administration Of Florida Retirement System 13,132 -23.50 1,178 -26.88
2025-08-27 NP PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 35,235 0.71 3,162 -3.75
2025-06-23 NP PPNMX - SmallCap Growth Fund I R-3 4,541 -3.96 386 -18.43
2025-08-13 13F Russell Investments Group, Ltd. 37,651 -1.14 3,379 -5.51
2025-08-13 13F Van Hulzen Asset Management, LLC 0 -100.00 0
2025-08-14 13F Price T Rowe Associates Inc /md/ 31,507 4.02 3 0.00
2025-07-18 13F Trust Co Of Vermont 415 0.00 37 -2.63
2025-08-14 13F UBS Group AG 158,041 -31.04 14,183 -34.09
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 75,372 17.18 6,404 -0.44
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 47,530 2.77 4,265 -1.75
2025-08-05 13F Fullcircle Wealth Llc 2,841 23.68 266 31.03
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 22,478 0.00 1,942 -15.46
2025-08-18 13F Geneos Wealth Management Inc. 12 1
2025-08-08 13F/A Sterling Capital Management LLC 97 106.38 9 100.00
2025-08-14 13F Bank Of America Corp /de/ 743,120 -22.19 66,688 -25.63
2025-08-08 13F Smithfield Trust Co 145 0.00 0
2025-08-14 13F Ameriprise Financial Inc 79,524 -13.34 7,136 -17.17
2025-08-20 13F Monarch Capital Management Inc/ 97,403 0.69 8,741 -3.76
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 172 6.17 15 -12.50
2025-08-12 13F Manchester Capital Management LLC 10,991 0.00 986 -4.36
2025-06-03 13F/A First National Bank Of Omaha 47,146 -19.21 4,426 -21.52
2025-07-21 13F Monticello Wealth Management, Llc 3,350 0.00 301 -4.46
2025-05-02 13F Wealthfront Advisers Llc 0 -100.00 0 -100.00
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 308 6.57 28 0.00
2025-08-11 13F Banque Cantonale Vaudoise 133 -36.36 0
2025-08-14 13F Manufacturers Life Insurance Company, The 21,754 -11.85 1,952 -15.72
2025-08-28 NP NCGFX - New Covenant Growth Fund 180 0.00 16 0.00
2025-07-29 13F Private Wealth Management Group, LLC 13 -89.52 1 -90.91
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 214,669 -1.12 18,545 -16.37
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 21,227 115.70 1,803 83.23
2025-08-15 13F Captrust Financial Advisors 32,368 0.82 2,905 -3.62
2025-06-25 NP HSMV - First Trust Horizon Managed Volatility Small/Mid 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 1,209 2.37 103 -13.56
2025-08-13 13F Natixis Advisors, L.p. 12,637 -28.39 1 0.00
2025-08-11 13F Rothschild Investment Llc 55 -35.29 5 -42.86
2025-07-25 13F Stephens Consulting, LLC 0 -100.00 0
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 456,752 2.09 38,806 -13.25
2025-07-15 13F Fortitude Family Office, LLC 12 1
2025-08-13 13F Arrowstreet Capital, Limited Partnership 61,762 244.62 5,543 229.49
2025-08-12 13F Nuveen, LLC 323,257 -27.46 29,009 -30.66
2025-08-14 13F Mercer Global Advisors Inc /adv 4,634 -24.93 416 -28.32
2025-08-13 13F Kennedy Capital Management, Inc. 63,343 7.63 5,684 2.90
2025-07-28 NP VCSLX - Small Cap Index Fund 18,985 9.71 1,640 -7.19
2025-08-26 NP MADE - iShares U.S. Manufacturing ETF 347 94.94 31 93.75
2025-08-26 NP IVCSX - Voya Small Company Portfolio Class I 12,834 -5.45 1,152 -9.65
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 57,427 -1.70 4,879 -16.49
2025-08-28 NP CPAEX - Counterpoint Tactical Equity Fund Class A Shares 3,938 3.33 353 -1.12
2025-08-12 13F Summit Global Investments 3,226 0
2025-05-22 NP GONIX - Gotham Neutral Fund Institutional Class 720 151.75 68 131.03
2025-08-13 13F Mackenzie Financial Corp 3,627 0.00 325 -4.41
2025-08-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 18,466 39.76 1,657 33.63
2025-08-15 NP Royce Value Trust Inc 3,973 0.00 357 -4.30
2025-07-10 13F Trust Point Inc. 3,186 -31.81 286 -34.93
2025-08-29 NP STXK - Strive Small-Cap ETF 1,246 3.49 112 -1.77
2025-08-29 NP GCASX - The Gabelli Small Cap Growth Fund Class A 150,000 -0.20 13,461 -4.60
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 101,037 0.00 8,584 -15.03
2025-08-05 13F Carolinas Wealth Consulting Llc 0 -100.00 0 -100.00
2025-06-26 NP JHSC - John Hancock Multifactor Small Cap ETF 8,070 -42.66 686 -54.33
2025-06-24 NP SFSNX - Schwab Fundamental US Small Company Index Fund Institutional Shares 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 23,012 6.24 1,955 -9.70
2025-07-29 NP VIOV - Vanguard S&P Small-Cap 600 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 31,077 -1.92 2,685 -17.06
2025-08-12 13F BlackRock, Inc. 6,202,483 -7.65 556,611 -11.72
2025-08-01 13F Rossby Financial, LCC 104 9
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 30,420 -12.76 2,730 -16.62
2025-08-29 NP MFUS - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 244 9.42 22 5.00
2025-08-28 NP IJT - iShares S&P Small-Cap 600 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 211,281 -3.09 18,960 -7.36
2025-08-13 13F Centiva Capital, LP 7,862 -12.15 706 -16.07
2025-08-14 13F PDT Partners, LLC 0 -100.00 0
2025-08-14 13F Schonfeld Strategic Advisors LLC 32,149 1,188.02 2,885 1,132.91
2025-07-09 13F Massmutual Trust Co Fsb/adv 26 -72.34 2 -75.00
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 8,474 -6.51 760 -10.59
2025-08-26 NP XJR - iShares ESG Screened S&P 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 3,075 -7.04 276 -11.29
2025-08-14 13F Aster Capital Management (DIFC) Ltd 0 -100.00 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 6,493 -6.56 583 -10.74
2025-08-29 NP DGRW - WisdomTree U.S. Quality Dividend Growth Fund N/A 56,317 2.23 5,054 -2.28
2025-07-17 13F Raleigh Capital Management Inc. 7 1
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 27,010 -4.48 2,424 -8.70
2025-08-26 NP EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 600 0.00 54 -5.36
2025-07-22 13F UniSuper Management Pty Ltd 60,979 5.99 5,472 1.31
2025-08-14 13F Jacobs Levy Equity Management, Inc 119,922 -10.59 10,762 -14.54
2025-08-14 13F Fmr Llc 13,340 26.39 1,197 20.91
2025-08-04 13F Haven Private, LLC 4,937 -1.38 443 -5.54
2025-08-07 13F Allworth Financial LP 211 -32.37 19 -33.33
2025-07-25 NP PMIYX - Putnam Income Strategies Portfolio - 47 9.30 4 0.00
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 18,479 0.00 1,570 -15.05
2025-08-14 13F Evergreen Capital Management Llc 0 -100.00 0
2025-08-13 13F Bare Financial Services, Inc 95 206.45 9 300.00
2025-07-25 NP IWTR - iShares MSCI Water Management Multisector ETF 1,481 46.49 128 23.30
2025-08-26 NP FVD - First Trust Value Line Dividend Index 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 432,542 38,816
2025-07-15 13F Public Employees Retirement System Of Ohio 596 3.29 53 -1.85
2025-08-14 13F/A Skopos Labs, Inc. 85 39.34 8 40.00
2025-05-22 NP GARIX - Gotham Absolute Return Fund Institutional Class 1,054 -59.16 99 -52.88
2025-05-27 NP PSGIX - Blackrock Advantage Small Cap Growth Fund Institutional 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
2025-07-24 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 57,193 1.41 4,941 -14.25
2025-04-01 NP SAWS - AAM SAWGRASS U.S. SMALL CAP QUALITY GROWTH ETF 71 24.56 7 40.00
2025-07-31 13F Washington Trust Advisors, Inc. 4,600 0.00 413 -4.41
2025-08-15 13F Great West Life Assurance Co /can/ 54,342 0.15 5 -20.00
2025-07-23 13F Maryland State Retirement & Pension System 11,470 0.00 1,029 -4.37
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 15,053 -7.00 1,279 -21.01
2025-08-15 13F Tower Research Capital LLC (TRC) 4,560 735.16 409 701.96
2025-05-30 NP New Age Alpha Variable Funds Trust - NAA SMALL GROWTH SERIES 1,227 -48.79 115 -50.64
2025-07-24 NP HSMNX - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 5,281 -5.81 456 -20.28
2025-08-14 13F Sei Investments Co 58,980 13.69 5,293 8.67
2025-08-14 13F Bnp Paribas Arbitrage, Sa 15,711 14.14 1,410 9.06
2025-07-29 NP VIOO - Vanguard S&P Small-Cap 600 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 132,903 -1.49 11,481 -16.69
2025-07-29 NP VIOG - Vanguard S&P Small-Cap 600 Growth 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 28,877 -7.22 2,495 -21.55
2025-06-25 NP FNX - First Trust Mid Cap Core 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 17,172 -7.42 1,459 -21.36
2025-08-14 13F Oxford Asset Management Llp 3,578 321
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 13,924 2.69 1,250 -1.81
2025-08-26 NP IPSIX - Voya Index Plus SmallCap Portfolio Class I 25,814 -1.84 2,317 -6.16
2025-07-24 13F Capital Advisors, Ltd. LLC 18 0.00 0
2025-07-31 13F MQS Management LLC 8,064 8.86 724 4.03
2025-08-01 13F Envestnet Asset Management Inc 170,854 -13.65 15,332 -17.46
2025-06-30 NP VIG - Vanguard Dividend Appreciation 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 209,888 -1.95 17,832 -16.68
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 69,223 -10.34 6,212 -14.29
2025-05-28 NP QWVOX - Clearwater Small Companies Fund 2,000 122.22 188 114.94
2025-07-30 13F Phillips Financial Management, Llc 6,558 -0.27 589 -4.70
2025-08-28 NP QCSTRX - Stock Account Class R1 48,100 -62.09 4,316 -63.76
2025-04-29 NP SEHAX - SIIT U.S. Equity Factor Allocation Fund Class A 1,472 0.00 150 -5.66
2025-07-08 13F Gallacher Capital Management LLC 2,563 230
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 10,257 -0.97 920 -5.35
2025-08-27 NP JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 2,997 0.00 269 -4.63
2025-08-27 NP CFWAX - Calvert Global Water Fund Class A 54,833 19.35 4,921 14.07
2025-08-26 NP Profunds - Profund Vp Small-cap Value 334 0.00 30 -6.45
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 1,185 -2.23 102 -17.07
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 17,957 2.25 1,526 -13.15
2025-08-08 13F KBC Group NV 312,960 -19.36 28 -22.22
2025-08-14 13F GWM Advisors LLC 5,555 -3.56 498 -7.78
2025-06-26 NP TISEX - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 142,330 -6.34 12,092 -20.42
2025-05-28 NP CDEI - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 25 -26.47 2 -33.33
2025-08-11 13F New Age Alpha Advisors, LLC 0 -100.00 0
2025-08-07 13F Parkside Financial Bank & Trust 194 0.00 17 -5.56
2025-07-28 13F Allianz Asset Management GmbH 756,245 -9.32 67,865 -13.32
2025-08-12 13F Ameritas Investment Partners, Inc. 4,079 -11.00 366 -14.88
2025-07-31 13F Oppenheimer Asset Management Inc. 18,505 -12.95 1,661 -16.79
2025-08-04 13F Amalgamated Bank 11,177 -1.93 1 0.00
2025-08-14 13F American Capital Management Inc 25,000 0.00 2,244 -4.43
2025-08-26 NP Profunds - Profund Vp Small-cap 91 -10.78 8 -11.11
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 2,366 204
2025-06-23 NP SGPIX - Small-cap Growth Profund Investor Class 146 -1.35 12 -14.29
2025-07-24 13F Jfs Wealth Advisors, Llc 36 0.00 3 0.00
2025-08-13 13F Renaissance Technologies Llc 119,400 326.43 10,715 307.69
2025-08-13 13F Amundi 265,964 4.28 24,721 5.51
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth 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 41,302 0.00 3,509 -15.02
2025-08-13 13F Fortress Financial Solutions, LLC 4,546 2.48 408 -2.16
2025-08-14 13F Aqr Capital Management Llc 46,352 82.04 4,160 74.02
2025-08-14 13F Wells Fargo & Company/mn 124,692 -22.06 11,190 -25.50
2025-05-15 13F CAPROCK Group, Inc. 0 -100.00 0 -100.00
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 11,365 6.07 966 -9.90
2025-07-22 NP GSC - Goldman Sachs Small Cap Core Equity ETF 16,131 -5.16 1,394 -19.80
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 11 1
2025-08-08 13F Intech Investment Management Llc 40,280 10.98 3,615 6.08
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 464 -29.70 39 -40.00
2025-08-14 13F Qube Research & Technologies Ltd 486,523 70.13 43,661 62.63
2025-08-27 NP TLEQX - Small-Cap Equity Fund 2,380 -19.43 214 -23.10
2025-08-15 13F Caxton Associates Llp 3,484 313
2025-08-11 13F Aptus Capital Advisors, LLC 42,634 9.46 3,826 4.62
2025-08-13 13F Quantbot Technologies LP 26,973 318.84 2,421 300.66
2025-08-26 NP FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF 3,128 0.84 281 -3.78
2025-08-14 13F Citadel Advisors Llc 71,251 -45.76 6,394 -48.15
2025-08-08 13F Cetera Investment Advisers 2,599 -4.13 233 -8.27
2025-07-16 13F Plancorp, LLC 10,037 0.00 901 -4.46
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 7,373 -5.41 662 -10.31
2025-07-14 13F Abound Wealth Management 2 0.00 0
2025-05-28 NP QCEQRX - Equity Index Account Class R1 20,104 0.00 1,887 -3.68
2025-07-15 13F SJS Investment Consulting Inc. 6 -14.29 1
2025-08-13 13F First National Advisers, LLC 7,783 0.13 698 -4.25
2025-07-09 13F Chesley Taft & Associates LLC 15,755 0.00 1,414 -4.46
2025-08-13 13F Townsquare Capital Llc 0 -100.00 0
2025-08-29 NP Gabelli Equity Trust Inc 36,000 0.00 3,231 -4.41
2025-08-12 13F Pathstone Holdings, LLC 14,324 -4.39 1,285 -8.61
2025-08-28 NP TPSC - Timothy Plan US Small Cap Core ETF 6,004 12.12 539 7.17
2025-05-27 NP Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 5,904 -0.66 554 -4.32
2025-07-22 13F HFM Investment Advisors, LLC 3 200.00 0
2025-08-14 13F Verition Fund Management LLC 12,198 -48.76 1,095 -51.03
2025-08-04 13F Spire Wealth Management 343 0.00 31 -6.25
2025-08-13 13F Gamco Investors, Inc. Et Al 248,493 -0.20 22,300 -4.60
2025-08-14 13F Brevan Howard Capital Management LP 21,357 1,917
2025-08-28 NP TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 842 0.00 76 -5.06
2025-08-26 NP TLSTX - Stock Index Fund 719 0.00 65 -4.48
2025-08-26 NP FIW - First Trust Water 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 350,474 0.57 31,452 -3.86
2025-08-14 13F Point72 Asia (Singapore) Pte. Ltd. 4,174 87.60 375 79.81
2025-05-08 13F LGT Financial Advisors LLC 0 -100.00 0
2025-08-13 13F Northern Trust Corp 453,576 -10.75 40,704 -14.68
2025-08-11 13F Synergy Investment Management, LLC 0 -100.00 0
2025-08-08 13F Vestcor Inc 3,316 -4.00 0
2025-08-13 13F New York State Common Retirement Fund 20,690 -6.34 2 -50.00
2025-07-08 13F Parallel Advisors, LLC 48 -86.81 4 -88.24
2025-08-11 13F Covestor Ltd 752 2.87 0
2025-07-29 NP ISMD - Inspire Small/Mid Cap Impact ETF 3,783 -2.60 327 -17.68
2025-08-12 13F Handelsbanken Fonder AB 12,423 -2.36 1 0.00
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 9,998 -3.43 864 -18.35
2025-08-11 13F HighTower Advisors, LLC 4,539 -26.29 407 -29.58
2025-06-27 NP RUNN - RUNNING OAK EFFICIENT GROWTH ETF 63,689 16.73 5,502 -1.27
2025-04-10 13F First Financial Corp /in/ 0 -100.00 0 -100.00
2025-08-13 13F Brown Advisory Inc 6,349 0.38 570 -4.05
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 5,662 0.00 508 -4.33
2025-08-12 13F OneAscent Financial Services LLC 4,168 0.10 0
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 350,709 -13.15 31,473 -16.98
2025-08-08 13F Atlantic Trust, LLC 24 2
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 6,963 -3.48 625 -7.83
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 6,122 -10.76 549 -14.75
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 227,542 9.67 19,657 -7.25
2025-08-14 13F Rithm Capital Corp. 8,800 20.55 790 15.18
2025-08-14 13F Ubs Asset Management Americas Inc 175,396 27.88 15,740 22.24
2025-07-28 NP PSCI - Invesco S&P SmallCap Industrials 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 20,472 -40.86 1,769 -50.00
2025-07-29 NP VFQY - Vanguard U.S. Quality 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 8,306 0.00 718 -15.45
2025-07-30 13F DekaBank Deutsche Girozentrale 101,687 -0.39 9 0.00
2025-08-14 13F Xponance, Inc. 3,205 -9.31 288 -13.29
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 112,725 2.89 9,577 -12.58
2025-08-29 NP EZM - WisdomTree U.S. MidCap Fund N/A 6,466 -1.19 580 -5.54
2025-07-22 13F Running Oak Capital LLC 178,285 18.64 15,999 13.41
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 604,397 0.84 54,239 -3.61
2025-05-09 13F Pathway Financial Advisers, LLC 0 -100.00 0
2025-07-31 13F Nisa Investment Advisors, Llc 11,342 -2.73 1,018 -7.04
2025-06-18 NP GMRAX - Nationwide Small Cap Index Fund Class A 3,893 0.00 331 -15.17
2025-07-25 NP NMSAX - Columbia Small Cap Index Fund Class A 74,883 -5.53 6,469 -20.11
2025-08-12 13F Entropy Technologies, LP 8,288 220.25 744 207.02
2025-08-12 13F Coldstream Capital Management Inc 0 -100.00 0
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 3,102 3.26 278 -1.42
2025-07-28 NP RWJ - Invesco S&P SmallCap 600 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 21,843 -18.90 1,887 -31.41
2025-06-26 NP USMIX - Extended Market Index Fund 4,716 -2.28 401 -17.01
2025-08-07 13F BHK Investment Advisors, LLC 5,695 0.90 511 -3.40
2025-08-26 NP BOSOX - Boston Trust Small Cap Fund 239,790 -2.21 21,519 -6.53
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 224 60.00 19 46.15
2025-08-29 NP DON - WisdomTree U.S. MidCap Dividend Fund N/A 56,601 0.07 5,079 -4.35
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 4,079 -11.00 366 -14.88
2025-08-13 13F Orchard Capital Managment, LLC 3,427 0.00 308 -4.36
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 1,170 -14.60 105 -18.75
2025-08-07 13F Campbell & CO Investment Adviser LLC 19,751 1,772
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 18,742 -54.80 1,619 -61.77
2025-08-27 NP VISGX - Vanguard Small-Cap Growth 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 525,405 -3.43 47,150 -7.69
2025-08-14 13F Mml Investors Services, Llc 4,789 -18.94 0
2025-07-21 13F Tower View Investment Management & Research LLC 0 -100.00 0
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 91 9
2025-07-09 13F Dudley & Shanley, Inc. 173,991 -0.75 15,614 -5.13
2025-08-15 13F State of Tennessee, Treasury Department 17,412 -3.34 1,563 -7.63
2025-08-26 NP Profunds - Profund Vp Small-cap Growth 549 2.04 49 -2.00
2025-07-25 13F Johnson Investment Counsel Inc 23,836 0.00 2,139 -4.38
2025-08-14 13F Goldman Sachs Group Inc 137,040 -52.03 12,298 -54.14
2025-05-15 13F Glenmede Trust Co Na 4,746 -40.94 446 -43.17
2025-05-23 NP GVLU - Gotham 1000 Value ETF 3,890 7.52 365 3.69
2025-05-08 13F Profund Advisors Llc 0 -100.00 0 -100.00
2025-06-26 NP DFUV - Dimensional US Marketwide Value ETF 41,642 0.13 3,538 -14.94
2025-07-15 13F Fifth Third Bancorp 271 -2.87 24 -7.69
2025-07-25 13F Allspring Global Investments Holdings, LLC 2,075,516 1.47 190,480 -2.09
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 7,670 2.20 688 -2.27
2025-06-30 NP CGW - Invesco S&P Global Water Index 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 139,590 -4.11 11,860 -18.52
2025-08-14 13F BI Asset Management Fondsmaeglerselskab A/S 204 -59.44 0
2025-05-19 NP CSXAX - Calvert US Large-Cap Core Responsible Index Fund Class A 7,879 0.00 740 -3.65
2025-08-14 13F Stifel Financial Corp 6,230 -53.31 559 -55.35
2025-08-28 NP GMSMX - GuideMark(R) Small/Mid Cap Core Fund Service Shares 799 0.00 72 -5.33
2025-08-14 13F Meiji Yasuda Asset Management Co Ltd. 27,136 3.76 2,435 -0.81
2025-08-27 NP JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A) 2,446 -1.41 220 -5.60
2025-06-27 NP PASIX - PACE Alternative Strategies Investments Class A 51 -44.57 4 -55.56
2025-05-07 13F Kapitalo Investimentos Ltda 0 -100.00 0
2025-06-25 NP DGRO - iShares Core Dividend 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 33,952 3.84 2,885 -11.78
2025-06-26 NP TRDFX - Steward Small-Mid Cap Enhanced Index Fund Class A 1,851 0.00 157 -15.14
2025-08-14 13F Select Equity Group, L.P. 130,160 40.51 11,681 34.31
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 17,503 -20.08 1,487 -32.07
2025-04-15 13F SG Americas Securities, LLC 0 -100.00 0 -100.00
2025-06-25 NP SDVD - FT Vest SMID Rising Dividend Achievers Target Income ETF 35,088 2,981
2025-08-05 13F NewSquare Capital LLC 0 -100.00 0
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 10,634 -6.92 954 -11.01
2025-08-12 13F Rhumbline Advisers 150,452 3.11 13,502 -1.44
2025-06-25 NP GSAOX - Goldman Sachs Small Cap Growth Insights Fund Class A 817 69
2025-08-15 13F United Services Automobile Association 0 -100.00 0
2025-06-24 NP JPSE - JPMorgan Diversified Return U.S. Small Cap Equity ETF 13,130 -16.18 1,116 -28.80
2025-08-19 13F/A Pitcairn Co 4,522 -14.57 406 -18.35
2025-05-01 13F Bleakley Financial Group, LLC 0 -100.00 0
2025-08-13 13F Aristides Capital LLC 0 -100.00 0
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 927 11.96 83 7.79
2025-08-06 13F SOUTH STATE Corp 5 0.00 0
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 8,975 0.00 805 -4.39
2025-07-30 NP SMCIX - S&P SmallCap Index Fund Direct Shares 1,460 -4.76 126 -19.23
2025-08-12 13F Prudential Financial Inc 41,147 5.86 4,324 4.95
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 1,247,398 1.15 111,941 -3.31
2025-07-22 NP GSBDX - Goldman Sachs Small Cap Growth Fund Class A Shares 36,462 5.82 3,150 -10.51
2025-07-23 13F Louisiana State Employees Retirement System 18,300 -1.08 1,642 -5.41
2025-08-13 13F Truvestments Capital Llc 30 0.00 3 0.00
2025-06-24 NP TILT - FlexShares Morningstar US Market Factor Tilt Index Fund This fund is a listed as child fund of Northern Trust 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 1,099 -1.26 93 -16.22
2025-08-04 13F Hantz Financial Services, Inc. 19 533.33 0
2025-08-26 NP WASMX - Walden SMID Cap Fund 30,760 6.84 2,760 2.15
2025-08-26 NP EFRA - iShares Environmental Infrastructure and Industrials ETF 728 -14.25 65 -17.72
2025-05-28 NP JMEE - JPMorgan Market Expansion Enhanced Equity ETF 58,648 10.32 5,506 6.27
2025-08-14 13F Bridgefront Capital, LLC 3,956 355
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 28,071 0.00 2,425 -15.42
2025-07-29 NP ESGV - Vanguard ESG U.S. Stock 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 9,698 -1.79 838 -16.96
2025-08-13 13F Bridge City Capital, LLC 31,652 -1.38 2,840 -5.74
2025-07-09 13F Bruce G. Allen Investments, LLC 42 -17.65 4 -25.00
2025-06-20 NP JSMD - Janus Henderson Small/Mid Cap Growth Alpha ETF 22,692 41.59 1,928 20.29
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 23,893 0.00 2,144 -4.41
2025-08-06 13F Rialto Wealth Management, LLC 2 0
2025-08-12 13F Legal & General Group Plc 257,470 7.34 23,105 2.60
2025-07-24 13F Blair William & Co/il 2,430 218
2025-07-31 13F State of New Jersey Common Pension Fund D 21,812 17.05 1,957 11.89
2025-08-12 13F Jpmorgan Chase & Co 91,655 -50.98 8,225 -53.14
2025-08-14 13F Glenmede Investment Management, LP 4,686 421
2025-06-24 NP BBMC - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 19,465 -1.33 1,654 -16.18
2025-08-12 13F EULAV Asset Management 44,800 -0.12 4,020 -4.51
2025-08-28 NP WFIVX - Wilshire 5000 Index Fund Investment Class 206 0.00 18 -5.26
2025-07-25 NP FNDB - Schwab Fundamental U.S. Broad Market Index 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 831 4.27 72 -12.35
2025-08-12 13F Argent Trust Co 2,630 0.00 236 -4.07
2025-07-25 13F Cwm, Llc 1,849 57.36 0
2025-08-28 NP SDY - SPDR(R) S&P(R) Dividend 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 462,396 8.49 41,495 3.71
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 8,676 17.58 737 0.00
2025-06-27 NP PHO - Invesco Water Resources 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 188,427 -0.65 16,009 -15.59
2025-06-20 NP JSML - Janus Henderson Small Cap Growth Alpha ETF 39,859 -27.90 3,386 -38.74
2025-06-23 NP SVPIX - Small-cap Value Profund Investor Class 56 -13.85 5 -33.33
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 0 -100.00 0
2025-07-21 13F 111 Capital 0 -100.00 0
2025-06-30 NP PFM - Invesco Dividend Achievers 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 1,328 -4.18 113 -18.84
2025-06-25 NP DISSX - BNY Mellon Smallcap Stock Index Fund Investor Shares 26,074 -14.97 2,215 -27.76
2025-07-14 13F Counterpoint Mutual Funds LLC 3,938 353
2025-08-11 13F Public Employees Retirement Association Of Colorado 4,640 0.00 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 46,548 -10.54 4,177 -14.48
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 13,084 -14.96 1,174 -18.70
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 7,487 -5.18 672 -9.45
2025-07-25 13F Atria Wealth Solutions, Inc. 2,601 -16.12 242 -17.18
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 700 -46.15 60 -54.55
2025-08-14 13F Ieq Capital, Llc 4,802 86.63 431 78.42
2025-08-14 13F Citadel Advisors Llc Call 0 -100.00 0
2025-08-14 13F Jain Global LLC 7,102 144.81 637 134.19
2025-07-28 NP HDG - ProShares Hedge Replication ETF 60 13.21 5 0.00
2025-07-28 NP SAA - ProShares Ultra SmallCap600 682 -15.70 59 -29.27
2025-08-01 13F Bessemer Group Inc 2,248 -0.09 0
2025-04-22 13F Castleview Partners, Llc 0 -100.00 0
2025-08-26 NP IJS - iShares S&P Small-Cap 600 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 145,274 -7.25 13,037 -11.34
2025-05-02 13F Concord Wealth Partners 0 -100.00 0
2025-08-08 13F Avantax Advisory Services, Inc. 10,621 -35.27 953 -38.12
2025-06-30 NP VT - Vanguard Total World Stock 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 29,810 0.00 2,533 -15.03
2025-08-11 13F Duff & Phelps Investment Management Co 65,480 5,876
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 1,334 0.00 120 -4.80
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 14,370 -9.00 1,290 -13.02
2025-08-26 NP PACAX - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 124 6.90 11 10.00
2025-08-25 NP ETEGX - Eaton Vance Small-Cap Fund Class A 36,184 38.76 3,247 32.64
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 2,494 0.00 224 -4.70
2025-08-05 13F Huntington National Bank 0 -100.00 0
2025-08-26 NP FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 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 30,417 3.42 2,730 -1.16
2025-07-29 NP SLPAX - Siit Small Cap Fund - Class A 1,380 0.00 119 -15.00
2025-07-28 13F BRYN MAWR TRUST Co 71 -37.17 6 -40.00
2025-08-08 13F Larson Financial Group LLC 188 17
2025-04-28 NP LONAX - Longboard Alternative Growth Fund Class A 2,056 0.00 210 -5.41
2025-05-19 NP CFJAX - Calvert US Large-Cap Value Responsible Index Fund Class A 2,640 0.00 248 -3.89
2025-05-19 NP CMJAX - Calvert US Mid-Cap Core Responsible Index Fund Class A 2,288 24.35 215 19.55
2025-08-28 NP Humankind Benefit Corp - Humankind US Stock ETF 1,328 -66.11 119 -67.57
2025-07-10 13F Oliver Lagore Vanvalin Investment Group 212 0.00 20 -5.00
2025-08-14 13F Two Sigma Investments, Lp 33,633 3,018
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 131,752 -8.39 11,194 -22.16
2025-06-27 NP OSCV - Opus Small Cap Value ETF 39,475 12.82 3,354 -4.15
2025-08-01 13F Teacher Retirement System Of Texas 63,898 -1.09 5,734 -5.44
2025-08-12 13F Gitterman Wealth Management, LLC 770 69
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 3,085 -9.64 262 -23.17
2025-05-28 NP VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 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 3,257 -56.06 306 -57.76
2025-08-14 13F Capitolis Liquid Global Markets LLC 68,400 6,138
2025-08-14 13F Weiss Asset Management LP 33,492 3,006
2025-08-14 13F Cibc World Markets Corp 4,923 -51.03 442 -53.23
2025-08-14 13F Prestige Wealth Management Group LLC 5 0.00 0
2025-07-14 13F Park Avenue Securities Llc 0 -100.00 0
2025-08-13 13F Jump Financial, LLC 12,334 1,107
2025-06-30 NP VEXPX - VANGUARD EXPLORER 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 18,147 -81.86 1,542 -84.60
2025-07-23 13F High Note Wealth, LLC 0 -100.00 0
2025-08-04 13F Assetmark, Inc 98 78.18 9 60.00
2025-05-22 NP FSCS - Mid Cap US Equity Select 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 2,747 507.74 258 435.42
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 56 -9.68 5 0.00
2025-08-27 NP OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 1,790 0.00 161 -4.76
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 2,913 0.00 247 -15.12
2025-08-13 13F Pictet Asset Management Holding SA 6,033 -2.57 541 -6.88
2025-08-12 13F Dynamic Technology Lab Private Ltd 0 -100.00 0
2025-08-13 13F F/M Investments LLC 0 -100.00 0
2025-07-18 13F USA Financial Portformulas Corp 861 -4.33 77 -8.33
2025-08-04 13F Yorktown Management & Research Co Inc 6,000 0.00 538 -4.44
2025-08-07 13F ProShare Advisors LLC 79,048 -0.51 7,094 -4.91
2025-08-14 13F Crawford Investment Counsel Inc 85,747 8.04 7,695 3.28
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 1,302 2.68 117 -2.52
2025-06-18 NP REBYX - U.S. Small Cap Equity Fund Class Y 3,865 0.00 328 -15.03
2025-07-11 13F Assenagon Asset Management S.A. 115,719 57.74 10,385 50.78
2025-08-12 13F Barrow Hanley Mewhinney & Strauss Llc 157 14
2025-08-26 NP ESPAX - Wells Fargo Special Small Cap Value Fund Class A 1,591,032 0.60 142,779 -3.83
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 11 -8.33 1 -100.00
2025-08-27 NP VTMSX - Vanguard Tax-Managed Small-Cap 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 279,745 -1.80 25,104 -6.13
2025-07-30 13F Tributary Capital Management, LLC 164,043 -6.46 14,721 -10.58
2025-08-28 NP SPSM - SPDR(R) Portfolio Small 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 336,030 -1.39 30,155 -5.74
2025-08-06 13F First Horizon Advisors, Inc. 414 1.72 37 -2.63
2025-07-24 13F Us Bancorp \de\ 7,592 -9.06 681 -13.03
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 4 0
2025-08-14 13F Engineers Gate Manager LP 20,847 -23.07 1,871 -26.49
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 3,742 -1.42 336 -5.90
2025-08-13 13F Healthcare Of Ontario Pension Plan Trust Fund 0 -100.00 0
2025-07-24 13F IFP Advisors, Inc 23 -51.06 11 120.00
2025-06-20 NP ABLS - Abacus FCF Small Cap Leaders ETF 200 17
2025-07-31 13F Azzad Asset Management Inc /adv 7,921 2.88 711 -1.66
2025-07-25 NP FNDA - Schwab Fundamental U.S. Small Company Index 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 111,233 -3.94 9,609 -18.76
2025-08-25 13F/A Neuberger Berman Group LLC 10,533 -1.27 945 -5.59
2025-06-27 NP RSSL - Global X Russell 2000 ETF 27,512 6.54 2,337 -9.49
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 1,189 0.00 103 -15.70
2025-05-28 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 9,085 0.00 853 -3.73
2025-08-12 13F Virtu Financial LLC 4,676 34.02 0
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 516 0.00 45 -15.38
2025-08-27 NP Calvert Management Series - Calvert Global Small-Cap Equity Fund Class I 2,485 27.70 223 22.53
2025-06-30 NP HASCX - Harbor Small Cap Value Fund Institutional Class 516,269 -4.26 43,862 -18.65
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 44 -10.20 4 -25.00
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 216,585 -16.23 18,401 -28.82
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 949,468 -2.13 85,205 -6.44
2025-05-15 13F Two Sigma Securities, Llc 0 -100.00 0 -100.00
2025-06-18 NP RTSSX - Tax-Managed U.S. Mid & Small Cap Fund Class S 24,410 0.00 2,074 -15.04
2025-08-07 13F Aviva Plc 5,401 -11.31 485 -15.24
2025-05-14 13F EntryPoint Capital, LLC 0 -100.00 0
2025-08-26 NP CRIHX - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES Short -13,898 -37.42 -1,247 -40.16
2025-08-11 13F Martingale Asset Management L P 24,198 0.00 2,172 -4.40
2025-08-13 13F Quadrature Capital Ltd 0 -100.00 0
2025-04-29 13F Moody Aldrich Partners Llc 0 -100.00 0
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB 241,000 0.00 21,627 -4.41
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 1,457 -14.70 131 -18.75
2025-08-13 13F First Trust Advisors Lp 1,552,097 44.92 139,285 38.53
2025-08-27 NP FAEQX - PFM Multi-Manager Domestic Equity Fund Institutional Class 211 -9.05 19 -14.29
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 187,001 -1.26 16,155 -16.49
2025-08-27 NP BBTSX - Bridge Builder Tax Managed Small/Mid Cap Fund 1,449 0.00 130 -4.41
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 1,354 -43.32 122 -45.98
2025-07-25 13F CBOE Vest Financial, LLC 42,930 34.91 3,853 28.96
2025-08-13 13F Quadrant Capital Group Llc 5,168 -16.14 464 -19.90
2025-08-14 13F Raymond James Financial Inc 28,839 1.93 2,588 -2.56
2025-08-14 13F First Manhattan Co 4,325 -3.35 388 -7.62
2025-07-30 13F Cullen/frost Bankers, Inc. 296 0.00 27 -3.70
2025-08-13 13F Edgestream Partners, L.P. 117,662 240.42 10,559 225.46
2025-08-11 13F Hexagon Capital Partners LLC 0 -100.00 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 700 -82.05 63 -83.06
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 39,562 -4.86 3,418 -19.54
2025-08-11 13F Vanguard Group Inc 4,514,932 -2.74 405,170 -7.03
2025-07-30 NP OUSM - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF Shares 80,558 2.59 6,959 -13.23
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 1,931 13.06 167 -4.60
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 7,134 11.91 606 -4.87
2025-08-08 13F Crossmark Global Holdings, Inc. 2,796 -0.43 251 -4.94
2025-08-14 13F Hrt Financial Lp 53,430 5
2025-08-20 NP LKEQX - LKCM Equity Fund 85,000 0.00 7,628 -4.41
2025-08-11 13F Royce & Associates Lp 3,973 0.00 357 -4.30
2025-08-11 13F Principal Securities, Inc. 264 -34.33 24 -41.03
2025-08-14 13F Susquehanna International Group, Llp Call 0 -100.00 0
2025-08-05 13F Fourth Dimension Wealth, LLC 129 0.00 12 -8.33
2025-08-12 13F Advisors Asset Management, Inc. 8,622 -1.35 774 -5.73
2025-07-29 13F TFC Financial Management 0 -100.00 0
2025-08-12 13F Ci Investments Inc. 1,775 -5.43 0
2025-03-28 NP RZG - Invesco S&P SmallCap 600 Pure Growth 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 0 -100.00 0 -100.00
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 8,354 -6.09 750 -10.30
2025-08-14 13F Balyasny Asset Management Llc 50,313 -30.78 4,515 -33.83
2025-08-26 NP BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 15,279 -4.18 1,371 -8.42
2025-08-14 13F Toroso Investments, LLC 5,448 -56.94 489 -58.89
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 72,474 0.84 6,261 -14.71
2025-08-14 13F Two Sigma Advisers, Lp 10,400 933
2025-08-26 NP NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 6,649 -5.54 597 -9.70
2025-08-14 13F CIBC Asset Management Inc 2,431 0.00 218 -4.39
2025-08-13 13F Cerity Partners LLC 2,234 200
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 8,052 127.20 723 117.47
2025-08-08 13F SBI Securities Co., Ltd. 5 0.00 0
2025-08-05 13F Connable Office Inc 5,583 -11.48 501 -15.37
2025-08-14 13F Wellington Management Group Llp 24,630 -32.06 2,210 -35.06
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 7,897 0.00 671 -15.08
2025-07-30 13F Whittier Trust Co Of Nevada Inc 950 0.00 85 -4.49
2025-05-19 NP CGJAX - Calvert US Large-Cap Growth Responsible Index Fund Class A 957 0.00 90 -4.30
2025-07-28 13F Mutual Advisors, LLC 4,958 8.35 461 12.75
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 990,782 -16.44 88,913 -20.13
2025-08-12 13F O'shaughnessy Asset Management, Llc 6,906 -15.77 620 -19.51
2025-08-14 13F California State Teachers Retirement System 35,958 -0.96 3,227 -5.34
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 11,759 2.14 999 -13.21
2025-07-11 13F UMA Financial Services, Inc. 0 -100.00 0
2025-08-28 NP ESIX - SPDR S&P SmallCap 600 ESG 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 305 -10.03 27 -12.90
2025-08-22 NP FESM - Fidelity Enhanced Small Cap ETF 7,359 660
2025-07-28 NP Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 GARP ETF 239 -0.83 21 -16.67
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 82,295 0.00 6,992 -15.03
2025-08-14 13F Mariner, LLC 5,710 -15.92 512 -19.62
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 18,546 -10.54 1,664 -14.49
2025-08-13 13F Victory Capital Management Inc 12,506 -19.13 1,122 -22.67
2025-08-14 13F Cubist Systematic Strategies, LLC 70,989 -14.53 6,371 -18.30
2025-08-29 NP SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 4,975 0.00 446 -4.50
2025-07-14 13F Farmers & Merchants Investments Inc 26 0.00 2 0.00
2025-06-30 NP PRFZ - Invesco FTSE RAFI US 1500 Small-Mid 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 31,850 0.50 2,706 -14.61
2025-08-28 NP SSBIX - State Street Balanced Index Fund Class K 235 0.00 21 -4.55
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 0 -100.00 0
2025-04-22 13F Center for Financial Planning, Inc. 0 -100.00 0
2025-08-07 13F King Luther Capital Management Corp 1,087,557 -6.43 97,597 -10.56
2025-08-12 13F Franklin Resources Inc 9,902 -0.18 889 -4.62
2025-08-14 13F Holocene Advisors, LP 22,957 4.33 2,060 -0.24
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 3,733 0.00 335 -4.57
2025-08-14 13F Gotham Asset Management, LLC 0 -100.00 0
2025-08-19 13F State of Wyoming 253 23
2025-08-29 NP DTD - WisdomTree U.S. Total Dividend Fund N/A 1,951 -0.91 175 -4.89
2025-07-23 13F Klp Kapitalforvaltning As 11,400 5.56 1,023 0.99
2025-07-11 13F/A Umb Bank N A/mo 268 -20.94 24 -22.58
2025-08-13 13F MetLife Investment Management, LLC 23,805 -10.04 2,136 -14.01
2025-07-28 NP MCSCX - M3Sixty Small Cap Growth Fund Institutional Class Shares 1,134 7.79 98 -9.35
2025-06-23 NP PSSMX - SmallCap S&P 600 Index Fund R-3 38,163 -5.22 3,242 -19.45
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 30,640 -8.10 2,750 -12.14
2025-08-20 NP LKSCX - LKCM Small Cap Equity Fund 30,970 0.00 2,779 -4.40
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 139 -15.24 12 -20.00
2025-08-12 13F Axq Capital, Lp 0 -100.00 0
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 8,943 -3.09 773 -18.05
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 1,155 0.00 100 -15.38
2025-08-12 13F LPL Financial LLC 8,628 6.36 774 1.71
2025-08-28 NP SLYG - SPDR(R) S & P 600 Small 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 117,526 -5.33 10,547 -9.51
2025-08-13 13F Jones Financial Companies Lllp 196 1,860.00 18
2025-08-11 13F Alps Advisors Inc 80,558 -0.70 7,229 -5.08
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 5,061 -9.91 454 -13.85
2025-08-13 13F Marshall Wace, Llp 4,919 -92.63 441 -92.96
2025-08-29 NP MMSCX - Praxis Small Cap Index Fund Class A 6,300 0.00 565 -4.40
2025-05-29 NP CSF - VictoryShares US Discovery Enhanced Volatility Wtd ETF 839 -23.45 79 -26.42
2025-08-26 NP SDVY - First Trust SMID Cap Rising Dividend Achievers 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 696,190 7.27 62,476 2.54
2025-09-04 13F/A Advisor Group Holdings, Inc. 608 24.34 55 20.00
2025-08-14 13F Twinbeech Capital Lp 0 -100.00 0
2025-07-07 13F Bangor Savings Bank 0 -100.00 0
2025-08-14 13F Horizon Investments, LLC 5,477 490
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 864 -57.04 78 -59.04
2025-08-14 13F Nebula Research & Development LLC 15,383 -9.77 1,380 -13.75
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 12,578 -2.20 1,129 -6.55
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 6,549 0.00 556 -14.98
2025-08-05 13F GHP Investment Advisors, Inc. 61,044 -5.29 5,478 -9.47
2025-05-06 13F Wedbush Securities Inc 0 -100.00 0
2025-06-18 NP NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 1,683 0.00 143 -15.48
2025-07-24 13F Brucke Financial, Inc. 3,173 -0.91 285 4.41
2025-07-24 NP TBLU - Tortoise Global Water ESG Fund 6,372 -7.88 550 -22.10
2025-08-14 13F Jane Street Group, Llc 72,880 3.14 6,540 -1.40
2025-07-14 13F Opal Wealth Advisors, LLC 0 -100.00 0
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 2,247 21.79 191 3.26
2025-07-28 NP UWM - ProShares Ultra Russell2000 4,518 -18.73 390 -31.22
2025-07-31 13F Brinker Capital Investments, LLC 0 -100.00 0 -100.00
2025-08-14 13F Freestone Grove Partners LP 28,397 768.41 2,548 732.68
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 457 0
2025-08-14 13F Humankind Investments LLC 0 -100.00 0
2025-07-25 13F LRI Investments, LLC 0 -100.00 0
2025-07-21 13F Qrg Capital Management, Inc. 5,043 -13.28 453 -17.06
2025-08-12 13F CIBC Private Wealth Group, LLC 10,423 0.00 935 6.61
2025-07-29 NP EBI - Longview Advantage ETF 353 2,615.38 30 2,900.00
2025-05-15 13F Tudor Investment Corp Et Al 0 -100.00 0 -100.00
2025-08-27 NP SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 87 8.75 8 0.00
2025-08-08 13F Geode Capital Management, Llc 979,539 -5.16 87,913 -9.35
2025-08-12 13F Magnetar Financial LLC 49,859 4,474
2025-07-28 NP SMDV - ProShares Russell 2000 Dividend Growers ETF 67,766 -5.92 5,854 -20.43
2025-08-12 13F Public Sector Pension Investment Board 133,805 7.38 12,008 2.64
2025-08-28 NP SLYV - SPDR(R) S & P 600 Small 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 85,958 -4.58 7,714 -8.80
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 547 -9.14 46 -23.33
2025-08-26 NP PABAX - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 795 10.88 71 5.97
2025-07-16 13F ORG Partners LLC 100 0.00 9 0.00
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I 3,748 0.00 336 -4.27
2025-06-25 NP BKSE - BNY Mellon US Small Cap Core Equity ETF 1,912 -22.18 162 -33.88
2025-07-10 13F Exchange Traded Concepts, Llc 6,566 -1.63 589 -5.91
2025-07-29 NP VINAX - Vanguard Industrials 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 40,281 -5.22 3,480 -19.86
2025-08-05 13F Bank of New York Mellon Corp 373,370 -4.35 33,506 -8.57
2025-08-14 13F Alliancebernstein L.p. 49,805 -4.79 4,470 -8.98
2025-08-13 13F Gabelli Funds Llc 186,000 -5.39 16,692 -9.56
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 142 9.23 12 0.00
2025-08-14 13F Aristotle Capital Management, LLC 17,952 0.00 1,611 -4.39
2025-08-13 13F EverSource Wealth Advisors, LLC 425 31.17 38 26.67
2025-07-28 NP QVMS - Invesco S&P SmallCap 600 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 6,035 -5.97 521 -20.46
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 3,078 30.48 276 24.89
2025-08-11 13F Bell Investment Advisors, Inc 48 0.00 4 0.00
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 204 -10.53 18 -14.29
2025-08-29 NP FAMFX - FAM Small Cap Fund Investor 104,500 0.00 9,378 -4.41
2025-08-14 13F Citadel Advisors Llc Put 0 -100.00 0
2025-07-30 NP AQWA - Global X Clean Water ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., 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 2,283 8.77 197 -7.94
2025-07-09 13F Sapient Capital Llc 2,800 0.00 251 -4.20
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 25,022 5.93 2,245 1.26
2025-08-29 NP QSML - WisdomTree U.S. SmallCap Quality Growth Fund 497 4.19 45 0.00
2025-07-18 13F Generali Investments CEE, investicni spolecnost, a.s. 2,661 0.00 239 -4.42
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 15,780 0.00 1,416 -4.39
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 10,067 7.06 903 2.38
2025-07-28 NP XSLV - Invesco S&P SmallCap Low Volatility 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 25,175 7.45 2,175 -9.15
2025-08-13 13F Skandinaviska Enskilda Banken AB (publ) 13,832 179.55 1,242 167.46
2025-08-26 NP PAEAX - Putnam Dynamic Asset Allocation Growth Fund Class A shares 1,123 10.97 101 5.26
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 48 -5.88 4 0.00
2025-07-28 13F Boston Trust Walden Corp 623,633 -2.41 55,965 -6.72
2025-07-22 13F Valeo Financial Advisors, LLC 7,148 1.15 641 -3.32
2025-08-13 13F Parkworth Wealth Management, Inc. 1 0.00 0
2025-08-13 13F Hsbc Holdings Plc 15,089 120.12 1,354 110.90
2025-07-25 13F Hemington Wealth Management 48 -7.69 0
2025-07-25 13F JustInvest LLC 4,259 -7.31 382 -11.37
2025-08-14 13F D. E. Shaw & Co., Inc. 181,028 32.36 16,245 26.53
2025-06-26 NP TSMOX - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 46,510 33.69 3,951 13.60
2025-07-22 13F Bay Harbor Wealth Management, LLC 2 100.00 0
2025-07-16 13F Signaturefd, Llc 464 -27.73 42 -31.67
2025-08-14 13F Susquehanna International Group, Llp 68,570 19.58 6,153 14.30
2025-08-14 13F Susquehanna International Group, Llp Put 2,500 -78.26 224 -79.24
2025-08-13 13F Norges Bank 509,256 45,701
2025-07-09 13F Goelzer Investment Management, Inc. 7,060 0.28 634 -4.09
2025-08-12 13F Swiss National Bank 74,300 -1.33 6,668 -5.69
2025-08-26 NP IJR - iShares Core S&P 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 2,337,168 -3.75 209,737 -7.99
2025-08-15 13F Earnest Partners Llc 1,290,047 -12.29 115,769 -16.16
2025-08-21 NP MXISX - Great-West S&P Small Cap 600 Index Fund Investor Class 29,046 -4.14 2,607 -8.37
2025-07-29 NP BOGIX - Bogle Investment Management Small Cap Growth Fund 3,226 279
2025-08-08 13F Creative Planning 10,499 -33.98 942 -36.86
2025-07-24 13F Trust Co Of Toledo Na /oh/ 9,000 0.00 808 -4.38
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 35,387 -26.20 3,176 -29.46
2025-07-09 13F First Bank & Trust 2,706 0.00 243 -4.72
2025-08-13 13F Northwestern Mutual Wealth Management Co 125 -40.48 11 -42.11
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 28,055 90.80 2,384 62.11
2025-08-22 NP KGROX - KENNEDY CAPITAL SMALL CAP GROWTH FUND Institutional Class Shares 54 0.00 5 -20.00
2025-08-14 13F Millennium Management Llc 228,545 918.11 20,510 873.37
2025-08-14 13F ISAM Funds (UK) Ltd 5,722 -26.10 513 -29.34
2025-08-12 13F Inceptionr Llc 0 -100.00 0
2025-07-18 13F/A MJT & Associates Financial Advisory Group, Inc. 31 0.00 3 0.00
2025-07-16 13F/A CX Institutional 2,330 0.00 0
2025-08-12 13F American Century Companies Inc 21,685 5.54 1,946 0.93
2025-08-12 13F Dimensional Fund Advisors Lp 982,380 -1.01 88,162 -5.37
2025-08-14 13F Voya Investment Management Llc 73,371 1.09 6,584 -3.38
2025-08-11 13F Citigroup Inc 37,920 -51.87 3,403 -54.00
2025-08-14 13F Quarry LP 0 -100.00 0
2025-08-14 13F State Of Wisconsin Investment Board 3,640 -9.77 327 -13.76
2025-08-12 13F Charles Schwab Investment Management Inc 487,144 -4.85 43,716 -9.04
2025-08-25 NP MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 5,078 -11.25 456 -15.27
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 11,115 -32.70 997 -35.68
2025-07-17 13F DiNuzzo Private Wealth, Inc. 7 0.00 1
2025-08-27 NP CCVAX - Calvert Small-Cap Fund Class A 469,417 24.74 42,125 19.24
2025-07-18 13F Dogwood Wealth Management LLC 56 5
2025-08-04 13F Strs Ohio 6,200 -51.94 556 -54.09
2025-06-30 NP SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF 224 19
2025-08-27 NP Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 2,635 0.00 236 -4.45
2025-08-13 13F Natixis 209 -48.52 19 -52.63
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 7,564 -12.18 679 -16.09
2025-07-25 NP SNPD - Xtrackers S&P ESG Dividend Aristocrats ETF 256 10.34 22 -4.35
2025-05-12 13F Connor, Clark & Lunn Investment Management Ltd. 0 -100.00 0
2025-08-13 13F Kilter Group LLC 35 3
2025-05-30 NP Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa 10,300 -14.17 967 -17.37
2025-07-25 13F Yousif Capital Management, Llc 14,695 -0.25 1,319 -4.70
2025-08-21 NP VLEOX - Value Line Small Cap Opportunities Fund, Inc. 44,800 0.00 4,020 -4.40
2025-08-14 13F Petrus Trust Company, LTA 4,240 380
2025-08-26 NP AWTAX - AllianzGI Global Water Fund Class A 65,480 72,655.56 5,876 73,350.00
2025-08-14 13F Occudo Quantitative Strategies Lp 16,157 1,450
2025-07-29 13F John G Ullman & Associates Inc 5,400 0.00 485 -4.35
2025-08-07 13F Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 153 0.00 14 -7.14
2025-08-14 13F Quantinno Capital Management LP 4,799 0.19 431 -4.23
2025-05-15 13F Farringdon Capital, Ltd. 0 -100.00 0
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 28,834 -0.09 2,588 -4.50
2025-07-28 13F New York State Teachers Retirement System 19,315 0.00 2 0.00
2025-07-29 NP RBB FUND, INC. - Adara Smaller Companies Fund 1,896 0.00 164 -15.54
2025-06-30 NP APITX - Yorktown Growth Fund Class L Shares 6,000 0.00 510 -15.03
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 11,680 -0.77 1,048 -5.16
2025-07-15 13F Maseco Llp 196 18
2025-08-12 13F Trexquant Investment LP 0 -100.00 0
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 1,088 12.51 98 7.78
2025-08-27 NP HCEGX - The Growth Equity Portfolio HC Strategic Shares 141 0.00 13 -7.69
2025-08-05 13F Versor Investments LP 8,075 -1.52 725 -5.85
2025-08-19 NP RIFBX - U.S. Small Cap Equity Fund 1,128 0.00 101 -3.81
2025-08-06 13F True Wealth Design, LLC 123 11
2025-08-08 13F Impax Asset Management Group plc 1,246,729 47.78 111,881 41.27
2025-08-20 NP FSMCX - Tributary Small/Mid Cap Fund Institutional Class 5,396 3.08 484 -1.43
2025-07-29 13F Virginia Retirement Systems Et Al 0 -100.00 0
2025-08-15 13F Morgan Stanley 1,634,337 33.54 146,666 27.65
2025-07-24 13F CWM Advisors, LLC 4,421 18.53 397 13.14
2025-07-24 13F Ronald Blue Trust, Inc. 153 0.00 14 -7.14
2025-07-17 13F Janney Montgomery Scott LLC 4,700 -4.63 0
2025-07-30 13F Blume Capital Management, Inc. 22 2
2025-07-31 13F Quest Partners LLC 32,791 863.87 2,943 822.26
2025-07-14 13F GAMMA Investing LLC 1,121 -45.34 101 -47.92
2025-08-08 13F Principal Financial Group Inc 213,056 1.51 19,120 -2.97
2025-08-14 13F Comerica Bank 17,867 -3.13 1,603 -7.39
2025-08-25 NP Calvert Management Series - Calvert Small/Mid-Cap Fund Class I 5,723 23.77 514 18.20
2025-08-12 13F Ensign Peak Advisors, Inc 13,561 0.00 1,217 -4.48
2025-07-30 13F Ethic Inc. 5,523 1.27 499 -3.86
2025-05-28 NP CVLC - Calvert US Large-Cap Core Responsible Index ETF 480 5.73 45 2.27
2025-08-06 13F Texas Yale Capital Corp. 6,753 -26.54 606 -29.78
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 7,481 11.97 646 -5.28
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 5,150 2.61 438 -12.77
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 3,331 -9.66 288 -23.67
2025-07-16 13F State of Alaska, Department of Revenue 23,345 7.23 2 0.00
2025-08-08 13F Pnc Financial Services Group, Inc. 36,413 -1.04 3,268 -5.41
2025-08-14 13F Legato Capital Management LLC 8,227 0.00 738 -4.40
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 9,093 -5.76 816 -9.83
2025-05-29 NP CSA - VictoryShares US Small Cap Volatility Wtd ETF 659 -32.89 62 -35.79
2025-07-30 13F Whittier Trust Co 67 0.00 6 0.00
2025-07-23 13F Indiana Trust & Investment Management CO 500 0.00 45 -4.35
2025-08-12 13F Steward Partners Investment Advisory, Llc 0 -100.00 0
2025-07-23 13F Vontobel Holding Ltd. 9,188 0.31 825 -4.07
2025-07-23 NP VYSGX - Voya Small Company Fund Class W 8,577 -3.76 741 -18.68
2025-07-22 13F Fenimore Asset Management Inc 139,653 0.24 12,532 -4.17
2025-08-20 NP FOSCX - Small Company Fund Institutional 94,701 -7.38 8,498 -11.46
2025-08-27 NP JNL SERIES TRUST - JNL Small Cap Index Fund (I) 67,305 -2.07 6,040 -6.40
2025-08-27 NP CDOFX - Crawford Small Cap Dividend Fund - Class I 61,718 6.01 5,539 1.34
2025-07-28 NP XSHQ - Invesco S&P SmallCap Quality 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 39,205 -25.12 3,387 -36.69
2025-07-30 13F Bogart Wealth, LLC 8 0.00 1
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 18,993 5.82 1,641 -10.53
2025-07-31 13F CVA Family Office, LLC 0 -100.00 0
2025-08-14 13F Integrated Investment Consultants, LLC 3,293 -45.35 296 -47.79
2025-08-14 13F Voloridge Investment Management, Llc 158,933 35.78 14,263 29.80
2025-07-10 13F Global Financial Private Client, LLC 0 -100.00 0
2025-05-15 13F Texas Permanent School Fund 25,930 2,203
2025-08-14 13F Royal Bank Of Canada 9,020 125.67 809 115.73
2025-06-27 NP HAPS - Harbor Corporate Culture Small Cap ETF 10,109 859
2025-07-28 NP VSSVX - Small Cap Special Values Fund 64,407 0.00 5,564 -15.43
2025-08-12 13F Global Retirement Partners, LLC 1,017 -77.85 91 -79.64
2025-08-15 13F CI Private Wealth, LLC 4,245 5.39 381 0.53
2025-08-28 NP NVIR - Horizon Kinetics Energy and Remediation ETF 555 0.00 50 -5.77
2025-07-25 13F Oregon Public Employees Retirement Fund 9,016 0.00 809 -4.37
2025-04-23 13F Longboard Asset Management, LP 0 -100.00 0
2025-04-24 NP BDSIX - BlackRock Advantage Small Cap Core 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
2025-08-14 13F Dark Forest Capital Management Lp 0 -100.00 0
2025-08-27 NP JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 7,933 -3.40 712 -7.66
2025-07-29 13F Everence Capital Management Inc 6,300 0.00 1
2025-08-12 13F SRS Capital Advisors, Inc. 23 35.29 2 100.00
2025-04-28 NP SXQG - 6 Meridian Quality Growth ETF 776 7.63 79 1.28
2025-06-26 NP TIEIX - TIAA-CREF Equity Index Fund Institutional Class 37,279 0.00 3,167 -15.03
2025-08-22 NP KESGX - Kennedy Capital ESG SMID Cap Fund Institutional Class Shares 8,760 21.90 786 16.62
2025-05-16 13F Great Lakes Advisors, Llc 0 -100.00 0 -100.00
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 2,412 33.04 205 12.71
2025-08-08 13F Hartland & Co., LLC 2,665 -11.81 239 -15.55
2025-04-29 13F Catalyst Capital Advisors LLC 0 -100.00 0 -100.00
2025-08-14 13F Man Group plc 27,558 -38.62 2,473 -41.31
2025-08-20 NP ASMOX - AQR Small Cap Momentum Style Fund Class I 2,799 0.00 251 -4.20
2025-07-29 13F Mutual Of America Capital Management Llc 5,037 -11.97 452 -15.83
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 6,136 15.60 521 -1.70
2025-08-29 NP SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 300 0.00 27 -7.14
2025-06-23 NP Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio 33,323 13.29 2,831 -3.74
2025-08-06 13F AE Wealth Management LLC 3,858 -11.19 346 -14.99
2025-08-12 13F XTX Topco Ltd 0 -100.00 0
2025-07-24 NP ONEQ - Fidelity Nasdaq Composite Index Tracking Stock 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 13,287 0.45 1,148 -15.10
2025-07-11 13F Fruth Investment Management 17,800 0.00 2 0.00
2025-05-30 NP TFPN - Blueprint Chesapeake Multi-Asset Trend ETF 2,906 -36.96 273 -39.42
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 768 -3.15 66 -18.52
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 620 22.29 53 4.00
2025-07-29 13F Private Trust Co Na 64 0.00 6 -16.67
2025-05-06 13F Proficio Capital Partners LLC 0 -100.00 0 -100.00
2025-08-26 NP PEXMX - T. Rowe Price Extended 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 3,428 0.00 308 -4.36
2025-06-25 NP FIDU - Fidelity MSCI Industrials 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 9,370 2.56 796 -12.81
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 4,177 14.34 388 13.45
2025-05-05 13F Lindbrook Capital, Llc 25 0.00 2 0.00
2025-08-14 13F Towarzystwo Funduszy Inwestycyjnych Pzu Sa 260 -53.57 23 -55.77
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