HAZ - Haemonetics Corporation Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham (DB)

Haemonetics Corporation
DE ˙ DB ˙ US4050241003
€ 45.60 ↑0.40 (0.88%)
2025-09-05
BAHAGING PRESYO
Mga Batayang Estadistika
Pemilik Institusional 699 total, 679 long only, 13 short only, 7 long/short - change of -3.44% MRQ
Harga Saham 45.60
Alokasi Portofolio Rata-rata 0.2208 % - change of 7.43% MRQ
Jumlah Saham Beredar shares (source: Capital IQ)
Saham Institusional (Jangka Panjang) 72,384,531 - 150.25% (ex 13D/G) - change of -2.36MM shares -3.16% MRQ
Nilai Institusional (Jangka Panjang) $ 5,145,925 USD ($1000)
Kepemilikan Institusional dan Pemegang Saham

Haemonetics Corporation (DE:HAZ) memiliki 699 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 72,539,780 saham. Pemegang saham terbesar meliputi BlackRock, Inc., Vanguard Group Inc, Neuberger Berman Group LLC, NBGNX - Neuberger Berman Genesis Fund Investor Class, Wellington Management Group Llp, State Street Corp, River Road Asset Management, LLC, IJH - iShares Core S&P Mid-Cap ETF, T. Rowe Price Investment Management, Inc., and VTSMX - Vanguard Total Stock Market Index Fund Investor Shares .

Struktur kepemilikan institusional Haemonetics Corporation (DB:HAZ) 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 45.60 / share. Previously, on September 6, 2024, the share price was 65.50 / share. This represents a decline of 30.38% over that period.

DE:HAZ / Haemonetics Corporation Institutional Ownership
Skor Sentimen Dana

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

Frekuensi Pembaruan: Setiap Hari

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

Lihat Saham dengan Peringkat Tertinggi
Pengajuan 13F dan NPORT

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

Tingkatkan untuk membuka data premium dan mengekspor ke Excel .

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)		 Saham Δ Saham
(%)		 Dilaporkan
Nilai
($1000)		 Nilai Δ
(%)		 Alokasi Port
(%)
2025-08-26 NP IUSV - iShares Core S&P U.S. Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 17,024 0.88 1,270 18.47
2025-05-16 13F Great Lakes Advisors, Llc 0 -100.00 0
2025-08-12 13F XTX Topco Ltd 5,807 -81.05 433 -77.76
2025-08-08 13F SG Americas Securities, LLC 11,794 11.47 1
2025-07-14 13F Opal Wealth Advisors, LLC 340 4.94 25 25.00
2025-07-09 13F Bruce G. Allen Investments, LLC 13 8.33 1
2025-07-09 13F Harbor Capital Advisors, Inc. 28,633 -17.08 2 0.00
2025-08-25 NP SMCWX - SMALLCAP WORLD FUND INC Class A 1,014,275 -26.95 75,675 -14.23
2025-03-31 NP PDAVX - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 435 38.10 30 36.36
2025-03-21 NP HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio 3,280 0.00 226 -3.00
2025-05-15 13F Nomura Holdings Inc 0 -100.00 0
2025-07-07 13F Versant Capital Management, Inc 262 870.37 20 1,800.00
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 2,651 6.81 198 25.48
2025-08-28 NP Humankind Benefit Corp - Humankind US Stock ETF 1,661 6.00 124 24.24
2025-08-13 13F State Board Of Administration Of Florida Retirement System 13,535 0.00 1,010 17.33
2025-08-13 13F Walleye Trading LLC 3,573 397.63 267 491.11
2025-08-13 13F Walleye Trading LLC Call 66,000 -11.05 4,924 4.43
2025-08-11 13F Pin Oak Investment Advisors Inc 0 0
2025-08-27 NP JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I) 23,371 -7.11 1,744 9.07
2025-08-20 NP QLFIX - AQR LSE Fusion Fund Class I 153 11
2025-08-13 13F Arizona State Retirement System 14,661 1.76 1,094 19.45
2025-06-23 NP MLPIX - Mid-cap Value Profund Investor Class 43 -93.86 3 -95.83
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 15,056 2.52 949 -6.51
2025-09-03 NP MMNIX - Miller Market Neutral Income Fund Class I Short -6,500 -481
2025-08-13 13F Groupama Asset Managment 249 3.75
2025-08-26 13F/A Thrivent Financial For Lutherans 11,828 0.42 1
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 5,272 -10.70 357 -7.77
2025-08-15 NP Guardian Variable Products Trust - Guardian Small-Mid Cap Core VIP Fund 37,213 0.08 2,776 17.53
2025-08-14 13F Smartleaf Asset Management LLC 166 -35.66 12 -25.00
2025-04-29 13F Riggs Asset Managment Co. Inc. 0 -100.00 0
2025-08-04 13F Amalgamated Bank 22,068 -1.49 2 0.00
2025-07-23 NP CFSSX - Column Small Cap Select Fund 73,598 14.42 4,983 18.30
2025-08-27 NP VMNFX - Vanguard Market Neutral 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 Short -14,197 23.36 -1,059 44.87
2025-06-24 NP FMDCX - Federated Mid-Cap Index Fund Service Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,715 -11.22 171 -18.96
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 22,473 0.00 1,416 -8.70
2025-08-27 NP SAGWX - Touchstone Small Company Fund Class A 419,740 0.25 31,317 17.69
2025-08-14 13F Scientech Research LLC 0 -100.00 0
2025-08-14 13F Warren Averett Asset Management, LLC 16,066 2.83 1,199 20.77
2025-06-25 NP GSAOX - Goldman Sachs Small Cap Growth Insights Fund Class A 4,806 0.00 303 -8.76
2025-08-27 NP OASGX - Optimum Small-mid Cap Growth Fund Class A 47,900 -1.20 3,574 15.97
2025-07-28 NP MVV - ProShares Ultra MidCap400 1,904 -1.75 129 1.59
2025-08-28 NP New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES 2,969 222
2025-08-25 NP SQLV - Legg Mason Small-Cap Quality Value ETF 1,343 -7.70 100 8.70
2025-08-13 13F River Road Asset Management, LLC 1,655,676 18.68 122,586 38.27
2025-08-26 NP EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 12,028 -8.40 897 7.55
2025-05-15 13F Royal Bank Of Canada Call 0 -100.00 0 -100.00
2025-03-27 NP TSCGX - Thrivent Small Cap Growth Fund Class S 36,488 2.13 2,519 -0.90
2025-08-13 13F EverSource Wealth Advisors, LLC 411 2,640.00 31
2025-08-14 13F Hrt Financial Lp 0 -100.00 0
2025-08-13 13F Russell Investments Group, Ltd. 33,480 -4.61 2,498 11.97
2025-08-27 NP NAESX - Vanguard Small-Cap Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,174,821 -6.35 87,653 9.95
2025-08-14 13F Ameriprise Financial Inc 78,011 -5.97 5,820 10.39
2025-08-14 13F State Street Corp 1,883,983 -1.77 140,564 15.32
2025-08-14 13F Susquehanna International Group, Llp Put 36,300 11.35 2,708 30.76
2025-08-14 13F Susquehanna International Group, Llp 66,827 12.44 4,986 32.02
2025-08-25 NP MMBUX - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 781 -37.92 58 -26.58
2025-08-14 13F Susquehanna International Group, Llp Call 80,400 -27.57 5,999 -14.97
2025-08-14 13F Tudor Investment Corp Et Al Call 0 -100.00 0
2025-08-14 13F Tudor Investment Corp Et Al Put 0 -100.00 0
2025-08-14 13F/A Skopos Labs, Inc. 142 10.94 11 25.00
2025-08-14 13F Point72 Asset Management, L.P. 438,324 4.13 32,703 22.25
2025-05-29 NP CSA - VictoryShares US Small Cap Volatility Wtd ETF 720 -31.69 46 -45.12
2025-07-29 13F Nordea Investment Management Ab 103,721 0.21 7,705 17.94
2025-07-30 NP SPMIX - S&P MidCap Index Fund Direct Shares 1,858 0.00 126 3.31
2025-07-10 13F Global Financial Private Client, LLC 0 -100.00 0
2025-05-15 13F Hood River Capital Management LLC 0 -100.00 0
2025-08-14 13F Janus Henderson Group Plc 22,456 0.00 1,677 18.28
2025-08-28 NP Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 7,176 9.04 535 27.99
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 123 14.95 8 0.00
2025-08-26 NP IUSG - iShares Core S&P U.S. Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 23,151 1.82 1,727 19.60
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 299 6.79 22 29.41
2025-07-25 13F Stephens Consulting, LLC 0 -100.00 0
2025-07-28 NP VSSVX - Small Cap Special Values Fund 23,423 -0.61 1,586 2.72
2025-08-14 13F Jane Street Group, Llc Put 2,800 209
2025-08-14 13F Jane Street Group, Llc Call 78,400 -3.09 5,849 13.77
2025-08-26 NP EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB 42,157 -0.57 3,145 16.74
2025-08-12 13F Deutsche Bank Ag\ 459,633 15.08 34,293 35.11
2025-08-14 13F Jane Street Group, Llc 16,606 -90.23 1,239 -88.54
2025-07-24 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 65,190 121.99 4,414 129.54
2025-08-13 13F Invesco Ltd. 108,650 2.84 8,106 20.75
2025-08-20 NP QMHIX - AQR Managed Futures Strategy HV Fund Class I 8,733 -865.38 652 -1,004.17
2025-08-05 13F Bank Of Montreal /can/ 6,680 -91.33 498 -89.82
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 61,301 2.57 4,574 20.41
2025-05-14 13F Hsbc Holdings Plc Put 0 -100.00 0 -100.00
2025-05-15 13F LMR Partners LLP 0 -100.00 0
2025-07-28 13F Harbour Investments, Inc. 25 0.00 2 0.00
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 83,694 16.99 5,274 6.78
2025-08-22 NP BTAL - AGFiQ U.S. Market Neutral Anti-Beta Fund 0 -100.00 0 -100.00
2025-08-14 13F/A Barclays Plc 219,807 29.40 16 60.00
2025-08-08 13F/A Sterling Capital Management LLC 122 130.19 9 200.00
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 249,110 8.38 16,867 12.04
2025-04-10 13F Whipplewood Advisors, LLC 0 -100.00 0 -100.00
2025-08-28 NP MDYV - SPDR(R) S & P 400 Mid Cap Value ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 36,139 -1.91 2,696 15.16
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 27,636 -6.45 2,062 9.80
2025-08-14 13F Manufacturers Life Insurance Company, The 453,930 17.72 33,868 38.20
2025-08-14 13F T. Rowe Price Investment Management, Inc. 1,594,867 -27.36 119 -15.11
2025-03-28 NP MEDI - Harbor Health Care ETF 4,814 3.95 332 0.91
2025-03-27 NP PTMC - Pacer Trendpilot US Mid Cap ETF 7,546 0.27 521 -23.04
2025-07-11 13F Farther Finance Advisors, LLC 110 64.18 8 100.00
2025-08-20 NP QMNIX - AQR Equity Market Neutral Fund Class I 37,099 2,768
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 776,285 0.80 57,919 18.34
2025-08-18 NP HRVIX - HEARTLAND VALUE PLUS FUND Investor Class 40,000 0.00 2,984 17.39
2025-08-14 13F Beacon Investment Advisors Llc 30,770 0.16 2,271 16.29
2025-06-26 NP NUSC - Nuveen ESG Small-Cap ETF This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 23,326 -1.42 1,470 -9.98
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 8,473 6.18 534 -3.27
2025-08-08 13F Skylands Capital, LLC 27,550 -50.61 2,056 -42.01
2025-08-13 13F Cary Street Partners Financial Llc 18,119 6.43 1,352 24.98
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 38,600 5.46 2,880 23.83
2025-05-13 13F Elequin Capital Lp 0 -100.00 0
2025-08-14 13F Group One Trading, L.p. Call 300 -76.92 22 -73.17
2025-08-15 NP SSIJX - American Beacon SSI Alternative Income Fund Institutional Class Short -10,285 35.79 -767 59.46
2025-08-20 NP WBVNX - William Blair Small Cap Value Fund Class N 157,838 -2.49 11,776 14.49
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 106,289 -6.12 6,698 -14.31
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 62,898 -4.81 3,964 -13.13
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 16,193 -10.99 1,208 4.50
2025-03-27 NP TAAAX - Thrivent Aggressive Allocation Fund Class A 41,218 8.51 2,846 5.29
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 3,529 7.00 263 25.84
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 9,167 1.83 684 19.41
2025-08-27 NP BBTSX - Bridge Builder Tax Managed Small/Mid Cap Fund 108,240 6.36 8,076 24.86
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 42,950 0.00 2,707 -8.74
2025-07-23 13F Louisiana State Employees Retirement System 14,100 0.00 1,052 17.41
2025-08-13 13F Loomis Sayles & Co L P 217,648 11.17 16,239 135,216.67
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 3,300 0.00 246 17.70
2025-08-18 NP HRTVX - HEARTLAND VALUE FUND Investor Class 100,000 0.00 7,461 17.40
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 123,616 1.73 7,790 -7.15
2025-08-27 NP Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 32,767 0.00 2,445 17.39
2025-08-14 13F Globeflex Capital L P 33 0.00 2 0.00
2025-08-13 13F Natixis Advisors, L.p. 11,886 1
2025-07-28 NP VCSLX - Small Cap Index Fund 21,100 10.07 1,429 13.78
2025-08-15 13F Captrust Financial Advisors 11,021 152.72 822 196.75
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 7,726 2.94 576 21.01
2025-08-26 NP NOMIX - Northern Mid Cap Index Fund 33,317 -4.47 2,486 12.14
2025-06-17 NP GSEQX - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 4,440 10.01 280 0.36
2025-06-27 NP HAPS - Harbor Corporate Culture Small Cap ETF 34,708 2,187
2025-07-15 13F Public Employees Retirement System Of Ohio 567 4.04 42 23.53
2025-07-29 NP SFYX - SoFi Next 500 ETF 281 -10.22 19 -5.00
2025-08-14 13F Price T Rowe Associates Inc /md/ 361,442 1.19 27 18.18
2025-08-05 13F State Of Michigan Retirement System 12,074 0.84 901 18.42
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 21,447 0.98 1,600 18.61
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 2,041 -1.26 129 -9.86
2025-08-04 13F Strs Ohio 2,900 31.82 216 55.40
2025-08-14 13F Boothbay Fund Management, Llc 2,852 -67.08 213 -61.45
2025-08-26 NP IPMIX - Voya Index Plus MidCap Portfolio Class I 31,242 -1.90 2,331 15.18
2025-07-09 13F Massmutual Trust Co Fsb/adv 21 -4.55 2 0.00
2025-08-21 NP MXMTX - Great-West Small Cap Growth Fund Investor Class 27,711 12.05 2,068 31.57
2025-07-29 NP IVOV - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 15,563 2.23 1,054 5.62
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 1,802 0.00 134 17.54
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 989 0.00 67 3.13
2025-08-06 13F Thompson Siegel & Walmsley Llc 0 -100.00 0
2025-08-26 NP Spdr S&p Midcap 400 Etf Trust This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 394,453 -1.66 29,430 15.46
2025-08-15 13F Great West Life Assurance Co /can/ 34,172 9.58 3 100.00
2025-08-28 NP TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 967 0.00 72 18.03
2025-07-29 NP BPSIX - Boston Partners Small Cap Value Fund II INSTITUTIONAL 52,850 -3.62 3,578 -0.36
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 6,263 121.00 467 105.73
2025-08-07 13F Teachers Retirement System Of The State Of Kentucky 16,871 -51.45 1 -50.00
2025-08-14 13F American Capital Management Inc 100,915 0.00 7,529 17.40
2025-08-28 NP IJK - iShares S&P Mid-Cap 400 Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 168,438 -5.93 12,567 10.44
2025-07-29 NP VHCIX - Vanguard Health Care 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 157,064 -3.43 10,635 -0.18
2025-08-20 NP QHFRX - AQR MS Fusion HV Fund Class R6 261 19
2025-08-15 NP PENNX - Royce Pennsylvania Mutual Fund Investment Class 334,149 2.12 24,931 19.89
2025-08-26 NP EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 700 0.00 52 18.18
2025-08-13 13F Capital Research Global Investors 1,139,043 -27.79 84,984 -15.22
2025-08-26 NP Profunds - Profund Vp Small-cap 115 2.68 9 14.29
2025-08-27 NP Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 97,904 1.64 7,305 19.33
2025-06-18 NP GMXAX - Nationwide Mid Cap Market Index Fund Class A 9,032 -7.18 569 -15.20
2025-08-27 NP Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 19,366 -4.00 1,445 12.72
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 1,552,259 -3.15 115,814 13.70
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 1,370 0.00 86 -8.51
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 6,774 0.00 505 17.44
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 530 0
2025-07-01 13F Confluence Investment Management Llc 39,857 -6.71 2,974 9.54
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 14,093 35.13 888 23.33
2025-08-08 13F KBC Group NV 1,419 -41.29 0
2025-08-26 NP OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. 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 266,154 -31.37 19,858 -19.42
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 651,289 -7.46 48,593 8.64
2025-08-14 13F Bank Of America Corp /de/ 679,491 5.64 50,697 24.02
2025-08-07 13F Meeder Asset Management Inc 261 19
2025-08-08 13F Intech Investment Management Llc 34,952 -23.81 2,608 -10.57
2025-08-13 13F M&t Bank Corp 2,681 -29.67 200 -17.36
2025-08-26 NP IJH - iShares Core S&P Mid-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,636,430 -0.09 122,094 17.29
2025-08-12 13F SRS Capital Advisors, Inc. 624 4,060.00 47
2025-04-11 13F West Coast Financial LLC 0 -100.00 0 -100.00
2025-07-24 13F Jfs Wealth Advisors, Llc 16 -51.52 1 -50.00
2025-08-14 13F Aristotle Capital Boston, LLC 362,947 -7.38 27,079 8.74
2025-08-27 NP Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 1,404 -17.61 105 -3.70
2025-07-28 13F Allianz Asset Management GmbH 4,240 -11.72 316 3.61
2025-04-28 NP JSCNX - Small Cap Value Fund Class NAV 76,901 -31.08 5,037 -48.39
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 18,144 4.59 1,354 22.78
2025-05-14 13F Van Hulzen Asset Management, LLC 0 -100.00 0
2025-07-30 13F Cullen/frost Bankers, Inc. 27 -60.87 2 -50.00
2025-08-12 13F Steward Partners Investment Advisory, Llc 1,364 8.86 102 27.85
2025-07-25 NP MIDE - Xtrackers S&P MidCap 400 ESG ETF 133 -30.37 9 -25.00
2025-08-12 13F BlackRock, Inc. 6,364,778 0.12 474,876 17.54
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 6,732 6.64 424 -2.53
2025-03-27 NP HSLAX - THE HARTFORD SMALL CAP GROWTH FUND Class A 26,566 -17.14 1,834 -19.60
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 13,414 0.13 1,001 17.51
2025-08-06 13F Golden State Wealth Management, LLC 0 -100.00 0
2025-08-11 13F Qsemble Capital Management, LP 0 -100.00 0
2025-08-14 13F Millennium Management Llc Put 20,000 300.00 1,492 370.66
2025-08-14 13F Millennium Management Llc 37,587 2.12 2,804 19.88
2025-06-26 NP DFUV - Dimensional US Marketwide Value ETF 37,331 -5.66 2,353 -13.91
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 117,262 3.53 7,940 7.02
2025-06-25 NP PESPX - BNY Mellon Midcap Index Fund, Inc. Investor Shares 24,241 -5.90 1,528 -14.12
2025-08-26 NP POMIX - T. Rowe Price Total Equity Market Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,810 -1.60 359 15.48
2025-08-14 13F Sei Investments Co 196,217 11.81 14,640 31.27
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 9,653 17.81 608 7.61
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 188 0.00 14 27.27
2025-08-18 13F Wolverine Trading, Llc 0 -100.00 0 -100.00
2025-06-26 NP USMIX - Extended Market Index Fund 5,975 -2.37 377 -10.90
2025-08-07 13F Allworth Financial LP 298 152.54 22 214.29
2025-08-26 NP TRSSX - T. Rowe Price Institutional Small-Cap Stock 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 133,657 -35.55 9,972 -24.33
2025-08-14 13F Xponance, Inc. 7,193 -0.54 537 16.78
2025-07-23 NP FAAAX - Franklin K2 Alternative Strategies Fund Class A Short -134 -9
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 48 -11.11 3 0.00
2025-04-29 NP SSCYX - Small Capitalization Portfolio Class A 692 -9.66 45 -32.84
2025-08-14 13F Invenomic Capital Management LP 27,815 -73.94 2,075 -69.40
2025-08-01 13F Envestnet Asset Management Inc 39,836 -28.54 2,972 -16.09
2025-07-23 13F Bellevue Asset Management, Llc 49 0.00 4 0.00
2025-08-14 13F Holocene Advisors, LP 0 -100.00 0
2025-05-22 NP FSGS - Small 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 0 -100.00 0 -100.00
2025-08-26 NP GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 5,514 243.98 411 221.09
2025-08-13 13F Bridgewater Associates, LP 46,284 115.07 3,453 152.60
2025-08-07 13F Parkside Financial Bank & Trust 1,461 11.61 109 31.33
2025-08-08 13F SG Capital Management LLC Put 0 -100.00 0 -100.00
2025-08-14 13F Fmr Llc 835,847 -0.88 62,363 16.37
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 148,705 -8.08 11,095 7.92
2025-07-28 NP HDG - ProShares Hedge Replication ETF 65 10.17 4 33.33
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 8,145 11.15 513 1.58
2025-08-12 13F Coldstream Capital Management Inc 0 -100.00 0
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 8,015 0.00 543 3.44
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 4,379 -24.21 276 -30.90
2025-08-26 NP AVEMX - Ave Maria Value Fund 336,000 5.33 25,069 23.66
2025-08-12 13F Ameritas Investment Partners, Inc. 14,902 -1.19 1,112 15.97
2025-07-22 13F HFM Investment Advisors, LLC 3 200.00 0
2025-07-28 13F Td Asset Management Inc 20,030 -31.91 1,494 -20.06
2025-06-26 NP FJACX - Fidelity Series Small Cap Discovery 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 185,328 1.76 11,679 -7.13
2025-07-25 13F Verdence Capital Advisors LLC 6,216 3.57 464 21.52
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 43,325 -5.99 2,934 -2.82
2025-08-14 13F Brevan Howard Capital Management LP 18,485 -24.99 1,379 -11.88
2025-08-14 13F Bnp Paribas Arbitrage, Sa 16,031 -11.92 1,196 3.46
2025-08-14 13F GWM Advisors LLC 15 0.00 1
2025-05-15 13F D. E. Shaw & Co., Inc. 0 -100.00 0
2025-03-27 NP TMAAX - Thrivent Moderately Aggressive Allocation Fund Class A 41,893 6.85 2,893 3.66
2025-09-02 13F Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 0 -100.00 0 -100.00
2025-08-21 NP MXEBX - Great-West Core Strategies: U.S. Equity Fund Institutional Class 18,364 11.50 1,370 30.98
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 27,460 1.26 1,859 4.67
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 118 2.61 9 14.29
2025-07-15 13F SJS Investment Consulting Inc. 5 -37.50 0
2025-06-25 NP FOVAX - First Trust/Confluence Small Cap Value Fund Class A 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 8,839 557
2025-08-14 13F Cubist Systematic Strategies, LLC 0 -100.00 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 28,180 0.00 2,103 17.43
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 18,070 -5.74 1,348 10.67
2025-08-26 NP BOSOX - Boston Trust Small Cap Fund 451,065 -2.23 33,654 14.78
2025-08-28 NP NCGFX - New Covenant Growth Fund 195 0.00 15 16.67
2025-08-14 13F UBS Group AG 869,789 109.04 64,895 145.42
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 5,148 2.53 384 20.38
2025-08-14 13F Lazard Asset Management Llc 707 -77.63 0
2025-07-28 NP NBRVX - Neuberger Berman Mid Cap Intrinsic Value Fund Investor Class 11,024 -4.17 746 -0.93
2025-06-24 NP JPSE - JPMorgan Diversified Return U.S. Small Cap Equity ETF 11,954 -13.44 753 -20.99
2025-08-08 13F Atlantic Trust, LLC 100 0.00 7 16.67
2025-08-13 13F Quadrant Capital Group Llc 0 -100.00 0
2025-08-08 13F Vestcor Inc 3,779 0.00 0
2025-06-18 NP REBYX - U.S. Small Cap Equity Fund Class Y 4,431 0.00 279 -8.52
2025-07-28 13F Kiker Wealth Management, LLC 0 -100.00 0
2025-08-15 13F Tower Research Capital LLC (TRC) 8,704 331.53 649 407.03
2025-07-17 13F Wolff Wiese Magana Llc 20 0.00 1 0.00
2025-07-29 13F William Blair Investment Management, Llc 419,378 -1.55 31,290 15.59
2025-07-30 13F DekaBank Deutsche Girozentrale 2,657 0.00 0
2025-06-17 NP MMSMX - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 19,912 -63.90 1,255 -67.07
2025-08-14 13F Bridgefront Capital, LLC 0 -100.00 0
2025-05-02 13F Bogart Wealth, LLC 0 -100.00 0
2025-08-20 NP QCFIX - AQR CVX Fusion Fund Class I 92 7
2025-08-11 13F Covestor Ltd 1,077 95.82 0
2025-08-11 13F GW&K Investment Management, LLC 85 0.00 0
2025-08-14 13F Graham Capital Management, L.P. 6,416 479
2025-05-27 NP NVSOX - Wells Fargo Disciplined Small Cap Fund Administrator Class 1,585 78.29 101 44.93
2025-07-28 NP UMDD - ProShares UltraPro MidCap400 284 -34.56 19 -32.14
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 23,986 0.61 1,790 18.09
2025-08-12 13F Handelsbanken Fonder AB 14,695 -6.96 1 0.00
2025-07-15 13F Fortitude Family Office, LLC 12 1
2025-08-14 13F Ubs Asset Management Americas Inc 213,909 37.00 15,960 60.84
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 31,900 8.08 2,010 -1.37
2025-07-08 13F Parallel Advisors, LLC 332 28.68 25 50.00
2025-08-13 13F New York State Common Retirement Fund 16,955 9.00 1
2025-08-14 13F Numerai GP LLC 3,883 -45.24 290 -35.78
2025-06-26 NP TRDFX - Steward Small-Mid Cap Enhanced Index Fund Class A 5,084 0.00 320 -8.83
2025-05-14 13F Keeley-Teton Advisors, LLC 11,294 105.72 718 67.52
2025-07-29 NP JSTC - Adasina Social Justice All Cap Global ETF 1,044 15.49 71 18.64
2025-08-13 13F Capital Fund Management S.a. 13,338 995
2025-05-15 13F Oberweis Asset Management Inc/ 0 -100.00 0
2025-07-30 13F Securian Asset Management, Inc 3,795 0.00 283 17.43
2025-04-10 13F Financial Management Professionals, Inc. 0 -100.00 0
2025-08-13 13F Fisher Asset Management, LLC 689,142 -6.18 51,417 10.15
2025-07-25 NP NTIAX - Columbia Mid Cap Index Fund Class A 42,809 0.82 2,899 4.21
2025-07-28 NP RWK - Invesco S&P MidCap 400 Revenue ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,828 0.54 462 4.05
2025-06-25 NP WELLS FARGO MASTER TRUST - Wells Fargo Small Company Growth Portfolio Small Company Growth Portfolio 71,907 -2.05 4,532 -10.61
2025-07-28 NP URTY - ProShares UltraPro Russell2000 3,629 -29.25 246 -26.87
2025-05-02 13F Concord Wealth Partners 0 -100.00 0
2025-08-26 NP PRDSX - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 247,127 0.00 18,438 17.41
2025-08-14 13F Aqr Capital Management Llc 450,248 157.93 33,390 205.46
2025-08-14 13F Verition Fund Management LLC 31,799 2,373
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 4,286 26.36 320 48.37
2025-07-28 NP VMIDX - Mid Cap Index Fund 45,467 -3.89 3,079 -0.65
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 3,930 122.66 293 161.61
2025-07-25 13F LRI Investments, LLC 54 0.00 4 33.33
2025-08-01 13F May Hill Capital, LLC 17,917 -0.13 1,337 17.19
2025-07-31 13F Nisa Investment Advisors, Llc 1,470 85.37 110 118.00
2025-08-29 NP NIXT - Research Affiliates Deletions ETF 2,886 -0.62 215 16.85
2025-07-25 13F Allspring Global Investments Holdings, LLC 949,483 -1.73 72,465 19.01
2025-08-19 NP Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 3,795 0.00 283 17.43
2025-06-23 NP UMPIX - Ultramid-cap Profund Investor Class 399 -26.79 25 -32.43
2025-05-07 13F Essex Investment Management Co Llc 0 -100.00 0 -100.00
2025-08-22 NP DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Growth VIP Class A 1,353 0.00 101 17.65
2025-07-15 13F Cardinal Capital Management 20,469 3.30 1,527 21.29
2025-07-28 NP UWM - ProShares Ultra Russell2000 4,950 -19.60 335 -16.87
2025-08-14 13F Schonfeld Strategic Advisors LLC 0 -100.00 0
2025-08-28 NP ARABX - Aristotle Small Cap Equity Fund II Class A 25,236 -10.85 1,883 4.67
2025-08-11 13F HighTower Advisors, LLC 19,723 504.26 1,472 610.63
2025-07-30 NP IUSCX - Fisher Investments Institutional Group U.S. Small Cap Equity Fund 27 0.00 2 0.00
2025-08-13 13F Cary Street Partner Investment Advisory Llc 13 -23.53 1 -100.00
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 8,047 17.53 545 21.43
2025-06-24 NP FSGRX - Franklin Small Cap Growth Fund Class A 529,200 10.10 33,350 0.49
2025-03-27 NP AALGX - Thrivent Global Stock Fund Class A 8,274 -7.31 571 -10.08
2025-08-14 13F Algert Global Llc 30,520 2
2025-08-06 13F Fox Run Management, L.l.c. 0 -100.00 0
2025-08-27 NP OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 4,757 4.66 355 22.92
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 15,698 -0.83 1,171 16.52
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 76,300 0.00 4,808 -8.73
2025-08-14 13F Aster Capital Management (DIFC) Ltd 0 -100.00 0
2025-07-15 13F Fifth Third Bancorp 430 16.22 32 39.13
2025-07-29 13F Easterly Investment Partners Llc 29,840 -3.21 2,226 13.63
2025-08-15 13F United Services Automobile Association 0 -100.00 0
2025-08-13 13F Continuum Advisory, LLC 0 -100.00 0
2025-07-29 NP PRSIX - T. Rowe Price Spectrum Conservative Allocation 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 2,843 -15.11 192 -12.33
2025-06-25 NP FHLC - Fidelity MSCI Health Care 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 21,961 -3.92 1,384 -12.36
2025-08-04 13F AMG National Trust Bank 0 -100.00 0
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 20,886 -0.02 1,558 17.41
2025-08-14 13F Wells Fargo & Company/mn 47,073 66.90 3,512 95.98
2025-08-12 13F Heartland Advisors Inc 156,538 0.41 11,679 17.89
2025-08-13 13F F/M Investments LLC 51,881 0.25 3,871 17.70
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 12 1
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 167,233 7.95 11,323 11.59
2025-06-23 NP MPSIX - MidCap S&P 400 Index Fund Institutional Class 20,912 -1.45 1,318 -10.10
2025-08-27 NP Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A 40,165 7.86 2,997 26.63
2025-08-29 NP SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 5,164 0.00 385 17.38
2025-08-13 13F ExodusPoint Capital Management, LP 126,515 96.63 9 125.00
2025-08-28 NP MSVIX - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares 1,906 -12.49 142 2.90
2025-08-14 13F Silvercrest Asset Management Group Llc 598,410 -5.32 44,648 11.16
2025-08-29 NP EZM - WisdomTree U.S. MidCap Fund N/A 9,275 -1.21 692 16.11
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 101,801 27.63 6,415 16.49
2025-08-20 NP QNZNX - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 473 35
2025-07-28 NP NBSM - Neuberger Berman Small-Mid Cap ETF 56,179 -25.54 3,804 -23.03
2025-06-26 NP PQCCX - PGIM QMA Mid-Cap Core Equity Fund Class R6 220 12.82 14 0.00
2025-08-08 13F SG Capital Management LLC 906,892 26.06 67,663 48.00
2025-08-27 NP HCEGX - The Growth Equity Portfolio HC Strategic Shares 434 0.00 32 18.52
2025-03-27 NP TCAAX - Thrivent Moderately Conservative Allocation Fund Class A 4,278 12.11 295 8.86
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 46,858 23.31 2,953 12.54
2025-08-27 NP JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 8,067 0.00 602 17.38
2025-04-03 13F First Hawaiian Bank 6,070 -0.85 386 -19.46
2025-07-28 13F J.Safra Asset Management Corp 223 -29.65 16 -20.00
2025-08-15 13F Caxton Associates Llp 0 -100.00 0
2025-08-14 13F Stifel Financial Corp 15,788 -0.16 1,178 17.23
2025-08-13 13F Northern Trust Corp 635,410 -2.46 47,408 14.52
2025-08-26 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 29,753 3.60 2,220 21.59
2025-05-19 NP HRSCX - Carillon Eagle Small Cap Growth Fund Class A 29,911 -4.23 1,901 -22.07
2025-08-01 13F Peregrine Capital Management Llc 164,341 1.82 12,261 19.54
2025-08-15 13F State of Tennessee, Treasury Department 26,976 0.00 2,013 17.39
2025-05-05 13F Los Angeles Capital Management Llc 0 -100.00 0
2025-08-26 NP IPLIX - Voya Index Plus LargeCap Portfolio Class I 7,076 -1.87 528 15.07
2025-08-07 13F Sierra Ocean, Llc 48 4
2025-08-13 13F Guggenheim Capital Llc 12,962 -1.68 967 15.53
2025-05-15 13F Caption Management, LLC Call 0 -100.00 0
2025-08-15 NP RYPRX - Royce Premier Fund Investment Class 389,059 13.19 29,028 32.88
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 5,641 1.44 355 -7.31
2025-07-14 13F AdvisorNet Financial, Inc 170 -60.92 13 -55.56
2025-06-26 NP JCCIX - John Hancock Small Cap Core Fund Class I 354,041 32.05 22,312 20.52
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 274,355 0.48 18,577 3.87
2025-08-14 13F Cibc World Markets Corp 6,213 -43.58 464 -33.76
2025-07-29 NP TRSGX - T. Rowe Price Spectrum Moderate Growth Allocation 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 10,454 -16.22 708 -13.46
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 829 0.48 62 17.31
2025-07-28 NP James Alpha Funds Trust - Easterly Snow Small Cap Value Fund Class C 4,168 0.00 282 3.30
2025-07-31 13F State of New Jersey Common Pension Fund D 28,468 -2.99 2,124 13.89
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 16,619 -1.92 1,240 15.15
2025-06-24 NP BBMC - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 24,557 -1.40 1,548 -10.01
2025-08-08 13F Larson Financial Group LLC 0 -100.00 0
2025-08-14 13F Prestige Wealth Management Group LLC 8 0.00 1
2025-08-26 NP XJH - iShares ESG Screened S&P Mid-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,391 1.14 402 18.93
2025-06-27 NP MIDU - Direxion Daily Mid Cap Bull 3X Shares 866 -24.17 55 -30.77
2025-08-11 13F Public Employees Retirement Association Of Colorado 5,221 -6.08 0
2025-08-12 13F Prudential Financial Inc 7,689 -73.57 574 -68.99
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 4,475 -82.93 334 -80.00
2025-06-26 NP AFAVX - AMG River Road Focused Absolute Value Fund CLASS I SHARES 19,493 1,228
2025-08-28 NP SSBIX - State Street Balanced Index Fund Class K 303 0.00 23 15.79
2025-06-23 NP MGPIX - Mid-cap Growth Profund Investor Class 103 49.28 6 50.00
2025-06-26 NP MSTVX - Morningstar Alternatives Fund Short -1,501 77.21 -95 62.07
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 -100.00 0
2025-04-25 NP FSSFX - Fidelity Advisor Series Small Cap 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 305 -98.97 20 -99.26
2025-08-25 NP MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 24,851 -2.86 1,854 14.09
2025-08-12 13F Rhumbline Advisers 166,407 3.28 12,416 21.25
2025-03-27 NP THMAX - Thrivent Moderate Allocation Fund Class A 17,302 4.53 1,195 1.44
2025-03-27 NP AABFX - Thrivent Balanced Income Plus Fund Class A 3,725 18.10 257 14.73
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 2,634 15.12 166 5.10
2025-08-14 13F Goldman Sachs Group Inc 644,500 39.06 48,086 63.26
2025-08-13 13F Pictet Asset Management Holding SA 7,377 -9.31 550 6.59
2025-08-26 NP Profunds - Profund Vp Ultramid-cap 105 -15.32 8 0.00
2025-08-14 13F Dark Forest Capital Management Lp 15,696 1,171
2025-07-14 13F Painted Porch Advisors LLC 0 -100.00 0
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 18,951 0.00 1,414 17.36
2025-08-04 13F Hantz Financial Services, Inc. 126 425.00 0
2025-08-12 13F Nuveen, LLC 138,587 -14.82 10,340 0.00
2025-06-23 NP MDPIX - Mid-cap Profund Investor Class 184 23.49 12 10.00
2025-08-14 13F Group One Trading, L.p. Put 0 -100.00 0 -100.00
2025-07-14 13F GAMMA Investing LLC 443 59.35 33 94.12
2025-08-14 13F Group One Trading, L.p. 0 -100.00 0 -100.00
2025-08-28 NP AIHHX - Aristotle Small/Mid Cap Equity Fund Class I-2 5,230 -19.03 390 -4.88
2025-08-01 13F Teacher Retirement System Of Texas 7,636 3.88 570 21.84
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 13,712 10.11 1,023 29.33
2025-08-04 13F Yorktown Management & Research Co Inc 3,100 231
2025-08-12 13F Zacks Investment Management 0 -100.00 0
2025-08-07 13F Vise Technologies, Inc. 0 -100.00 0
2025-08-12 13F Pacer Advisors, Inc. 0 -100.00 0
2025-06-26 NP JHSC - John Hancock Multifactor Small Cap ETF 9,790 -32.25 617 -44.20
2025-08-15 NP Royce Value Trust Inc 267,914 3.78 19,989 21.85
2025-07-29 13F Mutual Of America Capital Management Llc 24,983 -3.37 1,864 13.39
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 1,708 -34.68 127 -23.49
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 58,707 2.41 4,380 20.23
2025-08-27 NP Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 97,373 0.00 7,265 17.39
2025-08-06 13F Rialto Wealth Management, LLC 3 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 1,372 31.04 102 54.55
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 506 36.76 32 24.00
2025-08-27 NP RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 42 -16.00 3 0.00
2025-05-27 NP Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 6,468 -1.75 411 -20.04
2025-08-22 NP FESM - Fidelity Enhanced Small Cap ETF 18,882 -55.56 1,409 -47.83
2025-08-14 13F Jain Global LLC 9,762 195.46 728 248.33
2025-08-26 NP BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 111 -92.72 8 -91.67
2025-08-01 13F Bessemer Group Inc 209 48.23 0
2025-08-12 13F Ci Investments Inc. 0 -100.00 0
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 206 -1.90 13 -14.29
2025-05-02 13F Wealthfront Advisers Llc 0 -100.00 0 -100.00
2025-08-14 13F Point72 (DIFC) Ltd 87,478 36,047.93 6,527 43,406.67
2025-07-29 NP EBI - Longview Advantage ETF 845 4,125.00 57 5,600.00
2025-08-27 NP JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) Short -165 -12
2025-08-12 13F Legal & General Group Plc 86,199 3.86 6,431 21.94
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 92,918 0.00 6,291 3.37
2025-08-14 13F CoreCap Advisors, LLC 0 -100.00 0
2025-08-04 13F Retirement Systems of Alabama 61,401 0.42 4,581 17.92
2025-08-04 13F Keybank National Association/oh 4,058 303
2025-08-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 52,310 25.11 3,903 46.86
2025-05-14 13F Susquehanna Fundamental Investments, Llc 0 -100.00 0
2025-08-14 13F Expect Equity LLC 21,224 16.62 1,584 36.94
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 869 13.30 59 16.00
2025-08-20 NP AQMIX - AQR Managed Futures Strategy Fund Class I 21,492 1,604
2025-08-26 NP GVLU - Gotham 1000 Value ETF 6,889 514
2025-08-18 13F Wolverine Trading, Llc Put 3,200 -50.00 236 -41.58
2025-08-14 13F Royal Bank Of Canada 1,091,535 1.48 81,439 19.14
2025-08-04 13F Assetmark, Inc 10 400.00 1
2025-08-18 13F Wolverine Trading, Llc Call 4,200 -8.70 310 6.55
2025-08-12 13F Trexquant Investment LP 50,077 3,736
2025-08-14 13F Tudor Investment Corp Et Al 0 -100.00 0
2025-08-08 13F Creative Planning 10,534 3.28 786 21.14
2025-08-14 13F Atom Investors LP 45,975 -12.92 3,430 2.24
2025-06-18 NP GMRAX - Nationwide Small Cap Index Fund Class A 4,296 -2.25 271 -10.89
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 1,249,162 -4.97 93,200 11.57
2025-08-13 13F Amundi 0 -100.00 0
2025-08-15 13F Morgan Stanley 498,049 15.40 37,160 35.48
2025-08-07 13F ProShare Advisors LLC 12,566 -2.47 938 14.55
2025-05-13 13F Quantbot Technologies LP 0 -100.00 0
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 9,498 9.55 709 28.73
2025-08-12 13F Corebridge Financial, Inc. 0 -100.00 0
2025-07-28 NP NINAX - Neuberger Berman Intrinsic Value Fund Class A 213,004 -7.06 14,422 -3.92
2025-08-12 13F Barrow Hanley Mewhinney & Strauss Llc 480,834 35,875
2025-08-28 NP SLLAX - SIMT Small Cap Fund Class F 8,888 -29.48 663 -17.12
2025-08-26 NP AVERX - Schwartz Value Focused Fund 36,500 -34.23 2,723 -22.80
2025-05-08 13F Geneos Wealth Management Inc. 0 -100.00 0
2025-08-29 NP QSML - WisdomTree U.S. SmallCap Quality Growth Fund 545 41
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 10,475 8.70 782 27.61
2025-05-15 13F Royal Bank Of Canada Put 0 -100.00 0 -100.00
2025-07-16 13F Virginia Retirement Systems Et Al 0 -100.00 0
2025-08-12 13F Tocqueville Asset Management L.p. 3,925 0.00 293 17.27
2025-08-13 13F Federated Hermes, Inc. 3,062 2.41 228 20.00
2025-08-14 13F Wellington Management Group Llp 2,146,285 -18.23 160,134 -4.00
2025-08-04 13F Wolverine Asset Management Llc Put 2,800 209
2025-08-14 13F California State Teachers Retirement System 47,258 0.24 3,526 17.66
2025-08-14 13F Toroso Investments, LLC 15,194 72.93 1,134 103.05
2025-08-25 13F/A Neuberger Berman Group LLC 4,277,453 -1.63 319,115 15.47
2025-08-27 NP Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A 186,542 -0.73 13,918 16.55
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 238,354 -1.27 16,139 2.06
2025-06-25 NP BKSE - BNY Mellon US Small Cap Core Equity ETF 2,477 -21.61 156 -28.44
2025-04-29 NP SMIZ - Zacks Small/Mid Cap ETF 4,363 35.92 286 1.79
2025-05-09 13F Deutsche Bank Ag\ Call 0 -100.00 0 -100.00
2025-08-11 13F Vanguard Group Inc 4,953,332 -2.87 369,568 14.04
2025-05-09 13F Westfield Capital Management Co Lp 0 -100.00 0 -100.00
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 208,708 -3.06 13,153 -11.52
2025-08-13 13F First Trust Advisors Lp 9,774 -53.43 729 -45.31
2025-08-14 13F Optiver Holding B.V. 380 2.15 28 21.74
2025-07-24 13F IFP Advisors, Inc 0 -100.00 5
2025-08-08 13F Crossmark Global Holdings, Inc. 3,580 -38.85 267 -28.23
2025-08-26 NP EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 600 0.00 45 15.79
2025-07-24 13F Us Bancorp \de\ 751 -15.24 56 0.00
2025-08-05 13F Huntington National Bank 5 -88.89 0 -100.00
2025-08-14 13F Quarry LP 0 -100.00 0
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 24,288 14.78 1,531 4.72
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 71,913 7.08 4,869 10.71
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-11 13F Royce & Associates Lp 1,271,057 9.45 94,834 28.50
2025-08-12 13F Proequities, Inc. 0 0
2025-08-13 13F Walleye Trading LLC Put 0 -100.00 0 -100.00
2025-08-28 NP SPMD - SPDR(R) Portfolio Mid Cap ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 226,606 1.93 16,907 19.67
2025-08-14 13F Engineers Gate Manager LP 10,763 -58.04 803 -50.74
2025-06-27 NP CVSIX - Calamos Market Neutral Income Fund Class A Short -36,400 -21.55 -2,294 -28.41
2025-08-12 13F Jpmorgan Chase & Co 176,274 -4.09 13,152 12.59
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 2,876 0.00 215 17.58
2025-08-14 13F Two Sigma Investments, Lp 7,122 531
2025-08-26 NP TMED - T. Rowe Price Health Care ETF 770 57
2025-08-27 NP RYMDX - Mid-Cap 1.5x Strategy Fund Class H 149 -9.15 11 10.00
2025-07-30 13F New Mexico Educational Retirement Board 10,300 0.00 1
2025-08-14 13F RMB Capital Management, LLC 8,325 621
2025-08-11 13F Hexagon Capital Partners LLC 0 -100.00 0
2025-05-14 13F PineBridge Investments, L.P. 0 -100.00 0
2025-08-14 NP FLSPX - SPECTRUM FUND Retail Class 261 -40.41 19 -55.81
2025-08-27 13F/A Squarepoint Ops LLC 0 -100.00 0 -100.00
2025-08-13 13F Walleye Capital LLC 196,361 172.23 14,650 219.66
2025-05-15 13F Crestline Management, LP 0 -100.00 0
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 1,339 0.00 91 3.45
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 460 29
2025-08-26 NP TLSTX - Stock Index Fund 520 -41.31 39 -32.14
2025-08-28 NP MDYG - SPDR(R) S & P 400 Mid Cap Growth ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 43,298 -17.99 3,230 -3.73
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 9,557 -8.89 602 -16.85
2025-04-17 13F Janney Montgomery Scott LLC 0 -100.00 0
2025-08-28 NP SIFAX - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 158 0.00 12 10.00
2025-08-13 13F Cerity Partners LLC 14,019 26.78 1,046 48.86
2025-07-23 13F Shell Asset Management Co 2,146 -19.90 0
2025-08-14 13F Point72 Hong Kong Ltd 0 -100.00 0
2025-08-14 13F PDT Partners, LLC 43,512 -21.03 3,246 -7.28
2025-08-13 13F Victory Capital Management Inc 778,823 4,488.87 58,108 5,290.26
2025-07-29 NP ISMD - Inspire Small/Mid Cap Impact ETF 5,571 14.89 377 18.93
2025-06-25 NP FAD - First Trust Multi Cap Growth 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 972 -24.88 61 -31.46
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 23,730 0.00 1,495 -8.73
2025-08-14 13F Deerfield Management Company, L.p. (series C) 3,529 263
2025-08-14 13F Van Eck Associates Corp 0 -100.00 0
2025-08-14 13F Sherbrooke Park Advisers Llc 0 -100.00 0
2025-07-14 13F Farmers & Merchants Investments Inc 45 12.50 3 50.00
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 101 0.00 8 16.67
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 6 0
2025-08-12 13F O'shaughnessy Asset Management, Llc 2,749 -20.62 205 -6.82
2025-08-29 NP JAHBX - Small Cap Value Trust NAV 42,291 -51.05 3,155 -42.53
2025-08-12 13F Franklin Resources Inc 615,226 10.92 45,902 30.23
2025-03-28 NP ESCQX - Embark Small Cap Equity Fund Retirement Class 53,150 -8.45 3,670 -11.16
2025-08-11 13F EntryPoint Capital, LLC 3,555 -62.72 265 -56.27
2025-07-11 13F/A Umb Bank N A/mo 669 91.69 50 122.73
2025-08-11 13F Principal Securities, Inc. 92 922.22 7
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 502,172 1.50 31,647 -7.37
2025-08-25 NP GONIX - Gotham Neutral Fund Institutional Class 290 -57.97 22 -63.79
2025-06-25 NP ISCB - iShares Morningstar Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,501 3.86 158 -5.42
2025-08-21 NP MXLSX - Great-West Loomis Sayles Small Cap Value Fund Investor Class 56,347 15.02 4,204 35.05
2025-08-26 NP NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 5,953 -5.54 444 11.00
2025-07-29 NP SECAX - SIIT Small Cap II Fund - Class A 8,631 0.00 584 3.36
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 2,912 197
2025-07-23 13F Stonegate Investment Group, LLC 3,307 247
2025-07-28 NP NBGNX - Neuberger Berman Genesis Fund Investor Class 2,159,521 -2.47 146,221 0.82
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 24,531 -1.83 1,830 15.24
2025-07-15 13F North Star Investment Management Corp. 4,675 0.00 349 17.17
2025-08-08 13F SBI Securities Co., Ltd. 7 16.67 1
2025-05-15 13F MAI Capital Management 0 -100.00 0
2025-06-25 NP FYC - First Trust Small Cap Growth 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 7,824 493
2025-06-26 NP TIEIX - TIAA-CREF Equity Index Fund Institutional Class 41,751 0.00 2,631 -8.71
2025-07-31 13F Caitong International Asset Management Co., Ltd 4 -90.70 0 -100.00
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 124,768 -33.94 9,309 -22.45
2025-07-29 13F Private Wealth Management Group, LLC 0 -100.00 0
2025-08-14 13F Qube Research & Technologies Ltd 0 -100.00 0
2025-07-23 13F Klp Kapitalforvaltning As 10,100 0.00 754 17.47
2025-08-20 NP QRPNX - AQR Alternative Risk Premia Fund Class N Short -6,938 -0.00 -518 17.50
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 3,722 -1.43 252 2.02
2025-03-27 NP IHSAX - THE HARTFORD SMALL COMPANY FUND Class A 103,076 -1.34 7,117 -4.26
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 8,170 7.30 610 26.09
2025-06-26 NP FSCRX - Fidelity Small Cap Discovery 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 213,801 3.33 13,474 -5.69
2025-08-13 13F Parkworth Wealth Management, Inc. 2 0.00 0
2025-08-28 NP SSGSX - Victory Sycamore Small Company Opportunity Fund Class A 560,000 41,782
2025-08-27 NP JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 56,746 0.00 4,234 17.39
2025-08-13 13F Jones Financial Companies Lllp 250 67.79 18 100.00
2025-06-30 NP YOVAX - YORKTOWN SMALL-CAP FUND Class A 3,100 -22.50 195 -29.35
2025-08-27 NP Nuveen S&p 500 Dynamic Overwrite Fund This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,044 0.00 78 16.67
2025-08-29 NP MFUS - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 628 8.84 47 27.78
2025-08-14 13F Raymond James Financial Inc 295,534 -24.39 22,050 -11.23
2025-04-30 13F Brown Advisory Inc 0 -100.00 0 -100.00
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 9,754 -3.04 728 13.77
2025-08-28 NP TPSC - Timothy Plan US Small Cap Core ETF 6,425 7.32 479 26.05
2025-08-04 13F Wolverine Asset Management Llc 0 -100.00 0 -100.00
2025-08-13 13F MetLife Investment Management, LLC 331,087 4.59 24,702 22.80
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 11,828 0.42 882 17.91
2025-08-13 13F Isthmus Partners, Llc 45,197 6.43 3,372 24.98
2025-06-27 NP RSSL - Global X Russell 2000 ETF 30,145 5.39 1,900 -3.80
2025-08-11 13F Bell Investment Advisors, Inc 27 0.00 2 100.00
2025-08-12 13F CIBC Private Wealth Group, LLC 646 0.00 48 33.33
2025-08-13 13F Walleye Capital LLC Call 0 -100.00 0 -100.00
2025-08-06 13F Commonwealth Equity Services, Llc 6,013 33.98 0
2025-08-13 13F Johnson Financial Group, Inc. 0 -100.00 0
2025-08-13 13F Walleye Capital LLC Put 0 -100.00 0 -100.00
2025-06-25 NP FTLS - First Trust Long/Short Equity ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 0 -100.00 0 -100.00
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 745 8.76 50 13.64
2025-07-28 13F Boston Trust Walden Corp 1,089,940 -2.54 81,320 14.42
2025-08-13 13F Bare Financial Services, Inc 14 1
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 71 2.90 5 25.00
2025-08-11 13F HHM Wealth Advisors, LLC 400 0.00 30 16.00
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 10,656 -3.23 722 0.00
2025-07-29 NP VMFGX - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 24,282 -1.31 1,644 2.05
2025-07-21 13F Ameriflex Group, Inc. 0 -100.00 0
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 174,287 -22.32 13,004 -8.80
2025-07-22 13F Bay Harbor Wealth Management, LLC 2 100.00 0
2025-07-25 13F Cwm, Llc 1,827 53.53 0
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 15,625 2.13 1,166 19.86
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 14 7.69 1
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 6,380 3.72 476 22.05
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 441,585 0.12 32,947 17.55
2025-07-30 13F Schwartz Investment Counsel Inc 372,500 -0.53 27,792 16.78
2025-08-14 13F Voya Investment Management Llc 58,604 -0.25 4,372 17.12
2025-07-25 13F Hemington Wealth Management 59 13.46 0
2025-08-13 13F Kilter Group LLC 12 1
2025-07-29 NP RBB FUND, INC. - Adara Smaller Companies Fund 31,555 0.00 2,137 3.39
2025-08-14 13F Bayesian Capital Management, LP 4,546 339
2025-08-28 NP SMVIX - Simt Small Cap Value Fund Class I 10,202 17.26 761 37.86
2025-08-13 13F Mackenzie Financial Corp 3,165 0.00 236 17.41
2025-08-26 NP BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,795 25.16 507 46.67
2025-08-26 NP Profunds - Profund Vp Mid-cap Growth 266 8.57 20 26.67
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 5,393 -48.43 402 -39.46
2025-08-20 NP QLEIX - AQR Long-Short Equity Fund Class I Short -25,689 -0.00 -1,917 17.40
2025-08-28 NP WFIVX - Wilshire 5000 Index Fund Investment Class 250 0.00 19 20.00
2025-07-09 13F Sivia Capital Partners, LLC 3,138 234
2025-08-14 13F State Of Wisconsin Investment Board 77,215 4.63 5,761 22.86
2025-08-27 NP TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Small Company Fund 20,962 -1.09 1,564 16.12
2025-08-13 13F Marshall Wace, Llp 515,970 -20.45 38,497 -6.61
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 3,309 0.00 209 -8.77
2025-05-05 13F Eagle Bay Advisors LLC 0 -100.00 0 -100.00
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 13,450 4.30 1,004 22.47
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 4,725 13.58 353 33.33
2025-05-28 NP QCEQRX - Equity Index Account Class R1 24,773 0.00 1,574 -18.61
2025-07-25 13F JustInvest LLC 4,504 336
2025-08-07 13F Zions Bancorporation, National Association /ut/ 46,621 7.98 3,478 26.80
2025-08-05 13F Bank of New York Mellon Corp 376,308 1.69 28,076 19.39
2025-08-25 NP MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class 11,213 0.00 837 17.42
2025-08-28 NP SEIS - SEI Select Small Cap ETF 5,581 -14.06 416 0.97
2025-07-23 NP WSCVX - North Star Small Cap Value Fund Investor Class 4,675 0.00 317 3.27
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 30,976 129.21 1,952 109.22
2025-08-29 NP LSSCX - Loomis Sayles Small Cap Value Fund Institutional Class 50,784 7.58 3,789 26.31
2025-07-24 NP FSCDX - Fidelity Advisor Small Cap Fund Class A This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 150,700 0.00 10,204 3.37
2025-08-13 13F Gabelli Funds Llc 10,682 797
2025-07-31 13F University Of Texas/texas Am Investment Managment Co 685 -33.17 51 -21.54
2025-03-28 NP HASGX - Harbor Small Cap Growth Fund Institutional Class 405,300 4.17 27,986 1.08
2025-07-08 13F Rise Advisors, LLC 213 0.00 16 15.38
2025-08-13 13F HAP Trading, LLC Call 22,000 0.00 0
2025-08-12 13F LPL Financial LLC 49,604 9.99 3,701 38.68
2025-03-27 NP PAMC - Pacer Lunt MidCap Multi-Factor Alternator ETF 2,707 84.15 187 66.07
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 12,907 7.48 963 26.08
2025-05-15 13F Axa S.a. 0 -100.00 0
2025-08-05 13F Simplex Trading, Llc Put 7,700 492.31 1
2025-08-05 13F Simplex Trading, Llc 2,012 0
2025-07-17 13F Fort Washington Investment Advisors Inc /oh/ 518,682 0.31 38,699 17.77
2025-08-05 13F Simplex Trading, Llc Call 4,800 -61.29 0
2025-08-13 13F Hsbc Holdings Plc 2,948 -42.96 220 -33.03
2025-06-23 NP IYY - iShares Dow Jones U.S. ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,123 2.02 134 -6.99
2025-08-13 13F Hsbc Holdings Plc Call 10,300 0.00 767 17.82
2025-08-26 NP EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 4,640 1.78 346 19.72
2025-08-01 13F Mizuho Markets Americas Llc 236,014 -12.35 17,609 2.91
2025-08-12 13F Swiss National Bank 95,900 -1.44 7,155 15.72
2025-08-26 NP Profunds - Profund Vp Mid-cap Value 151 11.85 11 37.50
2025-06-23 NP PPNMX - SmallCap Growth Fund I R-3 4,975 -5.15 314 -13.54
2025-05-29 NP CSF - VictoryShares US Discovery Enhanced Volatility Wtd ETF 916 -22.04 58 -36.26
2025-08-05 13F Versor Investments LP 3,003 -47.07 224 -37.78
2025-08-14 13F Greenline Partners, LLC 0 -100.00 0
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 123,181 3.28 7,763 -5.74
2025-07-17 13F DiNuzzo Private Wealth, Inc. 8 -11.11 1
2025-06-30 NP SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF 851 54
2025-08-13 13F Mount Yale Investment Advisors, LLC 863 64
2025-08-13 13F QSV Equity Investors LLC 20,790 1,551
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 22,917 0.19 1,444 -8.55
2025-07-02 13F Central Pacific Bank - Trust Division 7,623 64.47 569 93.20
2025-08-21 NP MXMDX - Great-West S&P Mid Cap 400 Index Fund Investor Class 22,886 -12.00 1,708 3.33
2025-07-23 NP VYMYX - Voya Mid Cap Research Enhanced Index Fund Class W 6,494 -0.70 440 2.57
2025-08-28 NP GMSMX - GuideMark(R) Small/Mid Cap Core Fund Service Shares 626 0.00 47 17.95
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 508 -30.60 32 -36.00
2025-05-15 13F Caption Management, LLC Put 0 -100.00 0
2025-07-16 13F Signaturefd, Llc 187 -9.22 14 0.00
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 1,819 0.33 136 17.39
2025-08-29 NP JAEYX - Mid Cap Index Trust NAV 19,648 -2.22 1,466 14.72
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 23,311 2.78 1,739 20.68
2025-09-04 13F/A Advisor Group Holdings, Inc. 140 35.92 10 66.67
2025-05-30 NP PMJIX - PIMCO RAE US Small Fund Institutional Class 36,964 2,544.06 2,349 2,481.32
2025-07-25 13F Yousif Capital Management, Llc 17,357 -1.95 1,295 15.21
2025-08-08 13F Geode Capital Management, Llc 1,244,624 1.90 92,873 19.63
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 841 -4.10 57 -1.75
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 1,183,601 0.00 74,591 -8.73
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 28,972 0.17 1,962 3.54
2025-08-13 13F Sio Capital Management, LLC 0 -100.00 0
2025-08-14 13F Alliancebernstein L.p. 97,738 -1.27 7,292 15.91
2025-08-07 13F Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 61 0.00 5 33.33
2025-07-31 13F QV Investors Inc. 14,440 28.47 1
2025-08-06 13F True Wealth Design, LLC 12 9.09 1
2025-08-14 13F Prosight Management, LP 0 -100.00 0
2025-06-27 NP BIVIX - Invenomic Fund Institutional Class shares 96,243 6,065
2025-07-24 13F CWM Advisors, LLC 5,227 -3.93 390 12.75
2025-08-14 13F ISAM Funds (UK) Ltd 9,549 162.91 712 209.57
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 1,505 0.00 112 17.89
2025-08-13 13F Norges Bank 493,520 36,822
2025-08-27 NP OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 9,094 -2.29 679 14.72
2025-08-26 NP ESPAX - Wells Fargo Special Small Cap Value Fund Class A 586,731 -1.00 43,776 16.23
2025-08-13 13F Intrinsic Edge Capital Management LLC 150,351 11,218
2025-07-29 NP TRPBX - T. Rowe Price Spectrum Moderate Allocation 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 4,376 -13.40 296 -10.30
2025-05-28 NP THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 0 -100.00 0 -100.00
2025-08-20 NP QMFNX - AQR MS Fusion Fund Class N 236 18
2025-07-29 NP SEIAX - SIIT Multi-Asset Real Return Fund - Class A 263 0.00 18 0.00
2025-07-30 NP FCTDX - Strategic Advisers Fidelity U.S. Total Stock Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 137,918 2.03 9,338 5.47
2025-08-11 13F Empowered Funds, LLC 4,333 -2.80 323 14.13
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 20,095 12.07 1,361 15.84
2025-05-15 13F Texas Permanent School Fund 41,774 2,633
2025-06-18 NP NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 1,094 0.00 69 -9.33
2025-08-21 NP MSCQX - Mercer US Small/Mid Cap Equity Fund Class I 75,868 4.61 5,661 22.83
2025-08-28 NP XHE - SPDR(R) S&P(R) Health Care Equipment 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 42,539 -8.18 3,174 7.78
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 10,263 2.57 766 20.47
2025-08-11 13F TD Waterhouse Canada Inc. 364 15.92 28 42.11
2025-08-12 13F Dynamic Technology Lab Private Ltd 0 -100.00 0
2025-07-23 NP CFSLX - Column Small Cap Fund 12,870 5.93 871 9.56
2025-08-14 13F Citadel Advisors Llc Put 4,600 -48.31 343 -39.29
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market 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 1,791 -4.38 134 11.76
2025-08-14 13F Comerica Bank 32,414 3.67 2,418 21.69
2025-07-30 13F Whittier Trust Co 800 0.00 60 18.00
2025-03-27 NP AASMX - Thrivent Small Cap Stock Fund Class A 655,700 17.68 45,276 14.20
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 1,494 23.47 94 13.25
2025-07-25 13F Oregon Public Employees Retirement Fund 10,292 0.00 768 17.28
2025-07-31 13F Quest Partners LLC 4,637 47.68 346 73.37
2025-03-25 NP FNY - First Trust Mid Cap Growth 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 7,586 -36.41 524 -51.30
2025-08-12 13F Dimensional Fund Advisors Lp 1,072,756 0.85 80,036 18.41
2025-07-16 13F State of Alaska, Department of Revenue 5,645 -2.34 0
2025-07-28 13F New York State Teachers Retirement System 50,145 -0.20 4 0.00
2025-08-01 13F Mizuho Markets Americas Llc Call 236,014 837
2025-08-27 NP TSFAX - Touchstone Small Cap Fund Class A 83,259 0.55 6,212 18.03
2025-08-01 13F Mizuho Markets Americas Llc Put 236,014 45
2025-08-12 13F Charles Schwab Investment Management Inc 562,128 1.10 41,940 18.69
2025-08-13 13F TradeLink Capital LLC 13,969 58.00 1
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 27,873 -9.29 2,080 6.51
2025-05-05 13F Lindbrook Capital, Llc 109 179.49 7 100.00
2025-07-23 13F Vontobel Holding Ltd. 11,310 -28.59 844 -16.20
2025-08-12 13F American Century Companies Inc 10,116 0.86 755 18.37
2025-08-27 13F/A Squarepoint Ops LLC Put 0 -100.00 0 -100.00
2025-08-28 NP IJJ - iShares S&P Mid-Cap 400 Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 117,371 -1.37 8,757 15.80
2025-08-12 13F Segall Bryant & Hamill, Llc 19,346 -9.64 1,443 6.10
2025-08-25 NP MMGEX - MassMutual Select Small Cap Growth Equity Fund Class A 26,306 0.00 1,963 17.41
2025-08-22 NP Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 30,660 5.37 2,288 23.69
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 87,357 2.13 6,518 19.91
2025-08-11 13F Rice Hall James & Associates, Llc 53,588 -0.92 3,998 16.36
Other Listings
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