HS3 - Hingham Institution for Savings Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham (DB)

Hingham Institution for Savings
DE ˙ DB ˙ US4333231029
€ 230.00 ↓ -2.00 (-0.86%)
2025-09-05
BAHAGING PRESYO
Mga Batayang Estadistika
Pemilik Institusional 263 total, 261 long only, 2 short only, 0 long/short - change of 3.95% MRQ
Harga Saham 230.00
Alokasi Portofolio Rata-rata 0.1236 % - change of 7.40% MRQ
Jumlah Saham Beredar shares (source: Capital IQ)
Saham Institusional (Jangka Panjang) 1,701,051 - 77.99% (ex 13D/G) - change of 0.10MM shares 6.26% MRQ
Nilai Institusional (Jangka Panjang) $ 420,486 USD ($1000)
Kepemilikan Institusional dan Pemegang Saham

Hingham Institution for Savings (DE:HS3) memiliki 263 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 1,704,019 saham. Pemegang saham terbesar meliputi Maren Capital LLC, BlackRock, Inc., Royce & Associates Lp, Vanguard Group Inc, Doma Perpetual Capital Management LLC, Schwartz Investment Counsel Inc, AVEMX - Ave Maria Value Fund, UBS Group AG, Dimensional Fund Advisors Lp, and RYTRX - Royce Total Return Fund Investment Class .

Struktur kepemilikan institusional Hingham Institution for Savings (DB:HS3) 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 230.00 / share. Previously, on September 6, 2024, the share price was 222.00 / share. This represents an increase of 3.60% over that period.

DE:HS3 / Hingham Institution for Savings Institutional Ownership
Skor Sentimen Dana

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

Frekuensi Pembaruan: Setiap Hari

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

Lihat Saham dengan Peringkat Tertinggi
Pengajuan 13F dan NPORT

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

Tingkatkan untuk membuka data premium dan mengekspor ke Excel .

Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)		 Saham Δ Saham
(%)		 Dilaporkan
Nilai
($1000)		 Nilai Δ
(%)		 Alokasi Port
(%)
2025-04-23 13F Oppenheimer & Co Inc 0 -100.00 0
2025-08-20 NP ANCIX - Ancora Microcap Fund Class I 1,502 -21.73 373 -18.20
2025-08-26 NP QABA - First Trust NASDAQ ABA Community Bank 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 1,392 6.34 346 10.93
2025-07-29 NP VTWV - Vanguard Russell 2000 Value Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,040 -4.15 252 -10.32
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 127 0.00 32 3.33
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 920 0.00 228 4.59
2025-08-12 13F Proequities, Inc. 0 0
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 3,887 0.00 970 -2.22
2025-08-12 13F CIBC Private Wealth Group, LLC 0 -100.00 0
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 9,469 0.00 2,363 -2.19
2025-04-11 13F Seacrest Wealth Management, Llc 0 -100.00 0
2025-08-12 13F Ameritas Investment Partners, Inc. 147 0.00 37 5.88
2025-08-14 13F Goldman Sachs Group Inc 3,282 -17.97 815 -14.30
2025-06-27 NP OSCV - Opus Small Cap Value ETF 20,271 12.65 5,059 10.15
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 65 0.00 16 6.67
2025-06-27 NP RSSL - Global X Russell 2000 ETF 963 8.45 240 6.19
2025-08-15 13F Morgan Stanley 26,276 6.37 6,526 11.08
2025-08-28 NP IWC - iShares Micro-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,495 -0.06 868 4.33
2025-07-07 13F Versant Capital Management, Inc 21 0.00 5 25.00
2025-08-15 13F Tower Research Capital LLC (TRC) 219 -71.56 54 -70.49
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 1,724 -2.27 430 -4.44
2025-08-14 13F Bnp Paribas Arbitrage, Sa 1,162 103.50 289 113.33
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 701 -5.27 174 -0.57
2025-08-13 13F Quantbot Technologies LP 6,105 262.96 1,516 279.95
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 27 -3.57 7 -14.29
2025-08-25 NP TMVAX - RBC Microcap Value Fund A Shares 700 0.00 174 4.22
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 44 25.71 11 25.00
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 707 0.00 176 -2.22
2025-08-13 13F Kilter Group LLC 17 4
2025-06-26 NP DFFVX - U.S. Targeted Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,157 0.00 1,037 -2.26
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 0 -100.00 0 -100.00
2025-08-13 13F De Lisle Partners LLP 27,259 5.25 6,780 10.51
2025-08-14 13F Bank Of America Corp /de/ 3,169 11.00 787 16.08
2025-07-30 13F Schwartz Investment Counsel Inc 81,087 0.00 20,138 4.43
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 128 0.00 32 -3.12
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 62 0.00 15 7.14
2025-06-26 NP HSFNX - Hennessy Small Cap Financial Fund Investor Class 10,500 75.00 2,620 71.13
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 300 0.00 73 -6.49
2025-06-26 NP Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 766 0.00 191 -2.05
2025-08-12 13F SRS Capital Advisors, Inc. 2 0
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 147 0.00 37 5.88
2025-08-15 NP RYOTX - Royce Micro-Cap Fund Investment Class 4,402 1,093
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 118 0.00 29 3.57
2025-06-26 NP USMIX - Extended Market Index Fund 182 -6.19 45 -8.16
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 293 0.00 73 -1.35
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 202 -22.31 50 -18.03
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 14,377 -1.41 3,588 -3.63
2025-08-14 13F Wallace Capital Management Inc. 1,000 11.11 248 15.89
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 1,520 171.43 377 183.46
2025-08-01 13F Envestnet Asset Management Inc 1,316 3.13 327 7.59
2025-08-12 13F Legal & General Group Plc 148 2.78 37 5.88
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 444 0.00 110 4.76
2025-08-28 NP SSBIX - State Street Balanced Index Fund Class K 13 0.00 3 0.00
2025-08-08 13F Creative Planning 1,917 -36.71 476 -33.89
2025-08-14 13F Crawford Fund Management, LLC 24,027 80.91 5,967 88.95
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 191 0.00 48 -2.08
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 2,445 0.00 607 4.48
2025-08-14 13F California State Teachers Retirement System 0 -100.00 0
2025-08-11 13F Vanguard Group Inc 99,641 1.00 24,746 5.49
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 821 12.16 205 9.68
2025-05-15 13F Citadel Advisors Llc 0 -100.00 0
2025-08-13 13F Marshall Wace, Llp 3,054 -43.40 758 -40.92
2025-08-15 NP Royce Value Trust Inc 21,157 41.06 5,254 47.34
2025-07-28 NP AVUVX - Avantis U.S. Small Cap Value 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 234 -7.87 57 -13.85
2025-07-01 13F First National Bank Sioux Falls 1,230 0.00 305 4.45
2025-08-26 NP AVEMX - Ave Maria Value Fund 81,087 0.00 20,138 4.43
2025-08-12 13F BlackRock, Inc. 126,787 -5.12 31,488 -0.91
2025-08-08 13F SG Americas Securities, LLC 962 -11.01 0
2025-08-05 13F Bank of New York Mellon Corp 4,655 3.24 1,156 7.84
2025-08-14 13F UBS Group AG 60,505 6.08 15,026 10.79
2025-08-27 NP TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund Short -614 -152
2025-08-14 13F Ancora Advisors, LLC 4,633 -21.85 1,151 -18.38
2025-08-14 13F Fmr Llc 396 -8.76 98 -4.85
2025-07-29 NP VFAIX - Vanguard Financials 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 2,534 2.47 614 -4.36
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 143 9.16 36 12.90
2025-06-26 NP TIEIX - TIAA-CREF Equity Index Fund Institutional Class 1,692 0.00 422 -2.09
2025-07-25 13F Cwm, Llc 14 -17.65 0
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 295 16.14 74 14.06
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 177 1.72 44 0.00
2025-07-28 NP VCSLX - Small Cap Index Fund 844 41.14 205 31.61
2025-08-13 13F Renaissance Technologies Llc 7,189 -10.01 1,785 -6.00
2025-07-28 NP AVUS - Avantis U.S. Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 446 0.00 108 -6.09
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 0 -100.00 0 -100.00
2025-08-14 13F Aqr Capital Management Llc 1,472 -9.91 366 -5.93
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 2,325 0.00 580 -2.19
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 52,322 0.07 12,994 4.51
2025-08-14 13F Rafferty Asset Management, LLC 2,836 38.41 704 44.56
2025-08-14 13F Verition Fund Management LLC 820 204
2025-08-13 13F Invesco Ltd. 3,312 -7.43 823 -3.29
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 8 0.00 2 0.00
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 5 -16.67 1 0.00
2025-08-14 13F D. E. Shaw & Co., Inc. 7,015 360.30 1,742 381.22
2025-08-13 13F Aristides Capital LLC 5,704 0.00 1,417 4.42
2025-08-13 13F Federated Hermes, Inc. 2 -33.33 0
2025-07-28 NP HDG - ProShares Hedge Replication ETF 2 0.00 0
2025-05-28 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 2,866 28.87 682 20.53
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 585 0.00 146 -2.68
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 671 -10.05 167 -6.21
2025-08-28 NP IWN - iShares Russell 2000 Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12,565 -13.34 3,121 -9.49
2025-08-29 NP SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 236 0.00 59 3.57
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 2,981 4.67 744 2.34
2025-08-06 13F RFG - Bristol Wealth Advisors, LLC 1,130 0.09 281 4.48
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 522 0.00 130 -2.26
2025-08-11 13F Covestor Ltd 1 0
2025-08-14 13F Susquehanna Portfolio Strategies, LLC 1,780 442
2025-08-08 13F Geode Capital Management, Llc 40,780 0.29 10,130 4.74
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 7 16.67 2 0.00
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 36 0.00 9 -11.11
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 3,475 5.82 842 -1.17
2025-07-08 13F Parallel Advisors, LLC 96 6.67 24 9.52
2025-08-15 NP RYTRX - Royce Total Return Fund Investment Class 57,514 22.46 14,284 27.89
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 237 0.00 59 -1.67
2025-07-16 13F Signaturefd, Llc 8 0.00 2 0.00
2025-08-15 NP Royce Micro-cap Trust, Inc /md/ 9,397 3.54 2,334 8.11
2025-08-11 13F Royce & Associates Lp 115,273 28.67 28,628 34.38
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 91 0.00 23 4.76
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 30 7
2025-08-14 13F Jane Street Group, Llc 0 -100.00 0
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 39,010 -11.20 9,688 -7.26
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 2 0.00 0
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 89 22
2025-06-18 NP GMRAX - Nationwide Small Cap Index Fund Class A 139 0.00 35 -2.86
2025-08-13 13F Maren Capital LLC 200,131 4.56 49,702 9.20
2025-08-14 13F Millennium Management Llc 3,822 330.89 949 351.90
2025-08-20 NP HWVIX - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 7,900 -18.56 1,962 -14.96
2025-08-13 13F First Trust Advisors Lp 1,393 -2.25 346 2.07
2025-08-21 NP MXLSX - Great-West Loomis Sayles Small Cap Value Fund Investor Class 2,200 15.79 546 21.06
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 458 -1.51 114 2.73
2025-08-11 13F Cornerstone Planning Group LLC 4 1
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 53 -23.19 13 -18.75
2025-08-13 13F Mackenzie Financial Corp 2,084 33.25 518 39.35
2025-07-14 13F GAMMA Investing LLC 34 100.00 8 100.00
2025-07-17 13F Clean Yield Group 1,810 -8.59 450 -4.47
2025-08-12 13F Deutsche Bank Ag\ 1,069 -18.58 265 -15.06
2025-08-12 13F Jpmorgan Chase & Co 1,358 23.45 337 29.12
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 468 -17.61 116 -14.07
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 9,751 -0.64 2,364 -7.26
2025-05-28 NP QCEQRX - Equity Index Account Class R1 997 0.00 237 -6.32
2025-07-24 13F Us Bancorp \de\ 206 0.00 51 6.25
2025-07-24 NP FNCMX - Fidelity Nasdaq Composite Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,454 0.00 352 -6.63
2025-07-24 13F Baldwin Brothers Inc/ma 3,416 -18.14 848 -14.52
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 371 0.00 92 4.55
2025-07-31 13F Nisa Investment Advisors, Llc 1 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 297 -6.01 72 -13.41
2025-05-27 NP GAFCX - Virtus AlphaSimplex Global Alternatives Fund Class C 187 0.00 44 -6.38
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 565 0.00 140 4.48
2025-08-14 13F Hrt Financial Lp 1,898 5.80 0
2025-08-12 13F MAI Capital Management 6 1
2025-08-13 13F Northern Trust Corp 13,024 -3.51 3,235 0.78
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 437 0.00 106 -7.08
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 165 0.00 40 -7.14
2025-08-27 NP Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 213 0.00 53 4.00
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 625 9.27 155 13.97
2025-08-28 NP KRE - SPDR(R) S&P Regional Banking(SM) 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 20,781 26.84 5,161 32.48
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 39 0.00 10 0.00
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 3 1
2025-07-29 NP VFMO - Vanguard U.S. Momentum Factor ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,133 0.00 759 -6.64
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 291 -0.68 72 4.35
2025-09-04 13F/A Advisor Group Holdings, Inc. 42 -47.50 10 -47.37
2025-08-22 NP FISVX - Fidelity Small Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,516 -8.23 376 -4.08
2025-08-08 13F Marble Harbor Investment Counsel, LLC 1,755 0.00 436 4.32
2025-08-08 13F/A Sterling Capital Management LLC 43 59.26 11 66.67
2025-08-15 13F Resources Management Corp /ct/ /adv 125 0.00 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 1,862 0.00 462 4.52
2025-08-14 13F Quantinno Capital Management LP 980 243
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 2,081 0.00 519 -2.26
2025-07-31 13F Quest Partners LLC 2,226 74.04 553 81.58
2025-07-10 13F Contravisory Investment Management, Inc. 125 0.00 31 6.90
2025-07-11 13F Farther Finance Advisors, LLC 26 23.81 6 50.00
2025-08-14 13F Two Sigma Investments, Lp 10,839 109.61 2,692 118.96
2025-08-14 13F Alliancebernstein L.p. 4,130 123.24 1,026 133.49
2025-04-25 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 304 0.00 79 -9.30
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 2 0.00 0
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 248 -10.14 62 -6.15
2025-08-14 13F Colony Group, LLC 11,070 0.00 2,749 4.45
2025-08-12 13F Nuveen, LLC 4,246 -19.02 1,054 -15.41
2025-08-15 NP RCMCX - Royce Capital Fund - Micro-Cap Portfolio Investment Class 1,938 481
2025-08-14 13F Ameriprise Financial Inc 7,264 0.01 1,804 4.46
2025-05-08 13F Gsa Capital Partners Llp 0 -100.00 0
2025-08-14 13F/A Barclays Plc 3,894 71.32 1
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 290 0.00 72 -2.70
2025-08-04 13F Amalgamated Bank 51 0.00 0
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 6 1
2025-08-28 NP TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 57 0.00 14 7.69
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 4,459 0.00 1,113 -2.28
2025-07-25 13F Stephens Consulting, LLC 1 0
2025-08-20 NP ASMOX - AQR Small Cap Momentum Style Fund Class I 238 -35.15 59 -32.18
2025-08-12 13F Dimensional Fund Advisors Lp 60,202 -0.73 14,951 3.68
2025-08-14 13F Point72 Asset Management, L.P. 4,659 1,157
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 1,326 329
2025-06-18 NP RTSSX - Tax-Managed U.S. Mid & Small Cap Fund Class S 11,309 0.00 2,822 -2.22
2025-08-14 13F Occudo Quantitative Strategies Lp 0 -100.00 0
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 242 0.00 60 5.26
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 194 0.00 48 4.35
2025-08-13 13F Russell Investments Group, Ltd. 16,287 1.84 4,045 6.34
2025-07-21 13F Hennessy Advisors Inc 12,000 100.00 2,980 108.98
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 144 0.00 36 2.94
2025-08-12 13F Charles Schwab Investment Management Inc 4,664 3.03 1,158 7.62
2025-08-13 13F New York State Common Retirement Fund 713 0.00 0
2025-07-28 NP URTY - ProShares UltraPro Russell2000 116 -27.50 28 -31.71
2025-07-22 NP FSTBX - FEDERATED GLOBAL ALLOCATION FUND Class A Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 -33.33 0
2025-08-07 13F 1620 Investment Advisors, Inc. 8 -68.00 2 -80.00
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 3,897 0.00 973 -2.21
2025-07-29 13F International Assets Investment Management, Llc 1,800 0.00 447 4.44
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 4,381 -2.12 1,088 2.26
2025-07-29 NP Guggenheim Active Allocation Fund 8 0.00 2 -50.00
2025-07-09 13F Massmutual Trust Co Fsb/adv 0 -100.00 0
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 30 0.00 7 0.00
2025-08-12 13F Doma Perpetual Capital Management LLC 87,547 0.00 21,742 4.44
2025-08-12 13F American Century Companies Inc 11,690 -12.80 2,903 -8.91
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 862 0.00 214 4.90
2025-08-26 NP TLSTX - Stock Index Fund 22 0.00 5 0.00
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 42 31.25 10 42.86
2025-05-05 13F Lindbrook Capital, Llc 18 0.00 4 0.00
2025-08-14 13F State Street Corp 57,383 8.02 14,251 12.81
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 4 0.00 1
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 2,350 111.71 584 121.67
2025-08-13 13F Quadrant Capital Group Llc 0 -100.00 0
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 2,524 7.77 612 0.49
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 6,700 0.00 1,624 -6.67
2025-08-14 13F/A Skopos Labs, Inc. 299 1,768.75 74 2,366.67
2025-07-28 NP AVSC - Avantis U.S. Small Cap Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,378 7.20 819 0.00
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 2,701 0.00 671 4.36
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 290 0.00 72 5.88
2025-08-11 13F Citigroup Inc 2,542 10.47 631 15.36
2025-07-28 NP UWM - ProShares Ultra Russell2000 156 -18.32 38 -24.49
2025-08-14 13F Wells Fargo & Company/mn 2,482 74.91 616 82.79
2025-08-12 13F Franklin Resources Inc 3,008 20.90 747 26.40
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 3,148 0.00 786 -2.24
2025-08-28 NP DTSVX - Small Company Value Portfolio Investment Class 90 0.00 22 4.76
2025-07-28 NP AVUV - Avantis U.S. Small Cap Value ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,832 -24.98 1,656 -29.98
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 7,842 6.25 1,901 -0.84
2025-08-15 NP PENNX - Royce Pennsylvania Mutual Fund Investment Class 19,419 11.33 4,823 16.28
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 1,160 0.00 288 4.73
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 79 0.00 20 -5.00
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 390 0.00 97 4.35
2025-08-12 13F Corebridge Financial, Inc. 0 -100.00 0
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 245 -32.88 61 -30.23
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 27 7
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 70 -48.53 17 -54.29
2025-08-14 13F Hotchkis & Wiley Capital Management Llc 38,970 3.45 9,678 8.05
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 225 2.74 56 5.77
2025-08-26 NP Profunds - Profund Vp Small-cap 4 0.00 1
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 61 0.00 15 7.14
2025-08-14 13F Raymond James Financial Inc 2,110 524
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 51 0.00 13 -7.69
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 684 51.66 166 41.03
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 28,585 1.85 7,099 6.37
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 6,122 97.10 1,528 92.80
2025-08-14 13F Sei Investments Co 1,594 0.00 396 4.22
2025-08-27 NP JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 475 -11.21 118 -7.87
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 410 0.00 102 4.12
2025-08-12 13F Coldstream Capital Management Inc 0 -100.00 0
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 1,023 0.00 254 4.53
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 850 -11.55 211 -7.46
2025-07-23 13F Sachetta, LLC 56 0.00 14 0.00
2025-08-14 13F Cubist Systematic Strategies, LLC 240 60
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 327 12.37 81 17.39
2025-08-08 13F Pnc Financial Services Group, Inc. 3 0.00 1
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 65 0.00 16 -6.25
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 15 -34.78 4 -40.00
2025-08-06 13F Anchor Capital Advisors Llc 5,289 -1.40 1,314 2.98
2025-08-12 13F Rhumbline Advisers 2,227 -3.76 553 0.55
2025-08-28 NP BBR ALO Fund, LLC 40,816 0.00 10,137 4.43
2025-08-06 13F Moors & Cabot, Inc. 956 0.10 237 4.41
2025-08-13 13F EverSource Wealth Advisors, LLC 0 -100.00 0
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 69 0.00 17 6.25
2025-08-14 13F Two Sigma Advisers, Lp 1,000 -16.67 248 -12.98
2025-06-24 NP SWSSX - Schwab Small-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,937 3.06 983 0.72
2025-06-27 NP COAGX - Caldwell & Orkin - Gator Capital Long/Short Fund Short -2,354 -0.00 -587 -2.17
2025-08-08 13F Tortoise Investment Management, LLC 6 1
2025-08-14 13F Balyasny Asset Management Llc 2,809 698
2025-08-11 13F Aptus Capital Advisors, LLC 21,520 9.56 5,345 14.43
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 15,604 0.42 3,894 -1.82
2025-08-14 13F Royal Bank Of Canada 1,518 -22.75 378 -19.06
2025-08-13 13F MetLife Investment Management, LLC 935 0.00 232 4.50
2025-06-27 NP DPST - Direxion Daily Regional Banks Bull 3X Shares 1,841 -26.33 459 -27.94
2025-08-05 13F Welch & Forbes Llc 1,525 0.00 379 4.42
2025-04-24 13F Copeland Capital Management, LLC 0 -100.00 0
2025-08-14 13F Susquehanna International Group, Llp 2,809 0.57 698 4.97
Other Listings
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