MHG - Molina Healthcare, Inc. Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham (DB)

Molina Healthcare, Inc.
DE ˙ DB ˙ US60855R1005
€ 145.60 ↓ -5.55 (-3.67%)
2025-09-05
BAHAGING PRESYO
Mga Batayang Estadistika
Pemilik Institusional 1384 total, 1369 long only, 4 short only, 11 long/short - change of -0.22% MRQ
Harga Saham 145.60
Alokasi Portofolio Rata-rata 0.1768 % - change of -9.65% MRQ
Jumlah Saham Beredar shares (source: Capital IQ)
Saham Institusional (Jangka Panjang) 65,629,735 - 121.09% (ex 13D/G) - change of -0.53MM shares -0.80% MRQ
Nilai Institusional (Jangka Panjang) $ 18,253,662 USD ($1000)
Kepemilikan Institusional dan Pemegang Saham

Molina Healthcare, Inc. (DE:MHG) memiliki 1384 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 65,642,300 saham. Pemegang saham terbesar meliputi Vanguard Group Inc, Capital World Investors, BlackRock, Inc., Fmr Llc, State Street Corp, Price T Rowe Associates Inc /md/, Capital Research Global Investors, Wellington Management Group Llp, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, and ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A .

Struktur kepemilikan institusional Molina Healthcare, Inc. (DB:MHG) 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 145.60 / share. Previously, on September 6, 2024, the share price was 296.00 / share. This represents a decline of 50.81% over that period.

DE:MHG / Molina Healthcare, Inc. Institutional Ownership
Skor Sentimen Dana

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

Frekuensi Pembaruan: Setiap Hari

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

Lihat Saham dengan Peringkat Tertinggi
Pengajuan 13F dan NPORT

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

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)		 Saham Δ Saham
(%)		 Dilaporkan
Nilai
($1000)		 Nilai Δ
(%)		 Alokasi Port
(%)
2025-08-26 NP IPMIX - Voya Index Plus MidCap Portfolio Class I 1,753 -32.05 522 -38.52
2025-08-13 13F Walleye Capital LLC Call 500 149
2025-08-13 13F Grantham, Mayo, Van Otterloo & Co. LLC 2,200 -48.32 655 -53.28
2025-08-13 13F Walleye Capital LLC 608 181
2025-08-13 13F Walleye Capital LLC Put 1,200 357
2025-08-14 13F Voya Investment Management Llc 27,214 -9.35 8,107 -18.01
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 57,406 -24.00 18,772 -19.94
2025-08-25 NP PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1 128 -11.11 38 -19.15
2025-08-12 13F Neo Ivy Capital Management 808 241
2025-08-19 13F Hohimer Wealth Management, Llc 17,964 -1.14 5,351 -10.59
2025-07-30 13F Bogart Wealth, LLC 0 -100.00 0
2025-07-23 13F Vontobel Holding Ltd. 990 1.43 295 -8.41
2025-08-25 NP MEFAX - MassMutual Select Mid Cap Growth Fund Class A 63,000 -2.63 18,768 -11.94
2025-06-25 NP PEOPX - BNY Mellon S&P 500 Index Fund 2,660 0.00 870 5.33
2025-07-21 13F J. Safra Sarasin Holding AG 0 -100.00 0
2025-07-25 13F Pandora Wealth, Inc. 16 5
2025-08-12 13F/A Boston Partners 560,061 -2.30 166,647 -11.73
2025-08-07 13F CENTRAL TRUST Co 0 -100.00 0
2025-07-11 13F IFM Investors Pty Ltd 13,554 2.16 4,038 -7.62
2025-08-20 NP QHFRX - AQR MS Fusion HV Fund Class R6 234 70
2025-08-12 13F Northwestern Mutual Investment Management Company, Llc 1,728 -2.10 515 -11.53
2025-08-07 13F Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 107,128 7.77 31,913 -2.53
2025-06-26 NP CAMMX - Cambiar Smid Fund Investor Class Shares 6,245 -32.70 2,042 -29.10
2025-03-19 NP NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 6,326 -30.51 1,964 -32.87
2025-08-27 NP Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 9,062 -4.20 2,700 -13.35
2025-08-14 13F Headlands Technologies LLC 81 24
2025-08-11 13F B. Metzler seel. Sohn & Co. AG 3,403 0.00 1,014 -9.55
2025-08-14 NP FLCGX - QUANTEX FUND Retail Class 14 7.69 4 0.00
2025-06-03 13F/A First National Bank Of Omaha 5,171 -19.93 1,703 -27.00
2025-08-14 13F Towarzystwo Funduszy Inwestycyjnych Pzu Sa 80 0.00 24 -11.54
2025-07-16 13F MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 16,135 210.95 4,807 181.22
2025-07-28 NP RWL - Invesco S&P 500 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 38,393 0.22 11,711 1.53
2025-08-26 NP GARP - iShares Factors US Growth Style 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 2,328 273.68 694 238.05
2025-07-30 13F Whittier Trust Co 5 -50.00 1 -66.67
2025-07-30 NP APUE - ActivePassive U.S. Equity ETF 1,964 -5.62 599 -17.61
2025-08-26 NP Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 2,496 -20.13 744 -27.79
2025-08-12 13F Global Retirement Partners, LLC 228 7.55 68 9.84
2025-07-21 13F Credential Qtrade Securities Inc. 0 -100.00 0
2025-07-16 13F Patton Fund Management, Inc. 821 245
2025-06-26 NP USCGX - Capital Growth Fund 4,655 -15.90 1,522 -11.41
2025-07-28 NP QVML - Invesco S&P 500 QVM Multi-factor ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,485 -8.05 453 -7.00
2025-08-12 13F Coldstream Capital Management Inc 2,393 -1.12 713 -10.66
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 277 0.00 83 -9.89
2025-05-13 13F Fox Run Management, L.l.c. 0 -100.00 0
2025-07-29 NP VRNIX - Vanguard Russell 1000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8,679 5.80 2,647 7.17
2025-05-15 13F Hrt Financial Lp 0 -100.00 0
2025-07-16 NP CGMM - Capital Group U.S. Small and Mid Cap ETF Share Class 4,691 260.57 1,431 265.73
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 320 -9.86 98 -8.49
2025-08-20 NP AQGNX - AQR Global Equity Fund Class N 3,975 12.32 1,184 1.63
2025-07-24 NP NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 4 1
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 13,485 -13.75 3,231 -37.28
2025-06-26 NP IMCG - iShares Morningstar Mid-Cap Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 13,091 1.62 4,281 7.05
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 250 5.93 74 -3.90
2025-07-24 NP FPURX - Fidelity Puritan 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 388,506 118,510
2025-06-30 NP QDPL - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 884 13.77 289 19.92
2025-08-29 NP ECML - Euclidean Fundamental Value ETF 8,640 -7.34 2,574 -16.22
2025-08-26 NP IRGJX - Voya RussellTM Mid Cap Growth Index Portfolio Class I 9,614 -11.55 2,864 -20.00
2025-07-25 NP SCHG - Schwab U.S. Large-Cap Growth 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 85,179 3.49 25,983 4.84
2025-08-04 13F Amalgamated Bank 11,346 -2.02 3 0.00
2025-08-22 NP Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 1,855 -4.82 553 -13.88
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 0 -100.00 0 -100.00
2025-06-26 NP CRTVX - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 379 3.84 124 8.85
2025-06-26 NP IMCB - iShares Morningstar 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 5,390 1.51 1,763 6.92
2025-06-23 NP LVPIX - Large-cap Value Profund Investor Class 306 1,124.00 100 1,328.57
2025-06-26 NP PBAIX - Blackrock Tactical Opportunities 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 10,659 17.27 3,486 23.54
2025-08-26 NP PREIX - T. Rowe Price Equity Index 500 Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 36,790 -4.41 10,960 -13.55
2025-07-17 13F Poinciana Advisors Group, Llc 0 -100.00 0 -100.00
2025-04-30 13F Valeo Financial Advisors, LLC 0 -100.00 0
2025-08-06 13F Valued Wealth Advisors LLC 11 -21.43 3 -25.00
2025-05-15 13F Aquatic Capital Management LLC 0 -100.00 0
2025-08-20 NP QSPIX - AQR Style Premia Alternative Fund Class I 3,829 -14.63 1,141 -22.82
2025-08-27 NP HCSRX - The Catholic SRI Growth Portfolio HC Strategic Shares 49 16.67 15 7.69
2025-08-12 13F Clear Street Markets Llc 37 11
2025-08-14 13F Ariadne Wealth Management, LP 0 -100.00 0
2025-07-22 NP GVUS - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 317 -8.12 97 -6.80
2025-06-20 NP RVRB - Reverb ETF 6 0.00 2 0.00
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 2,932 -1.15 873 -10.55
2025-08-08 13F Forsta Ap-fonden 10,900 -3.54 3,247 -12.76
2025-07-17 13F Washington Capital Management Inc 1,850 0.00 551 -9.52
2025-03-28 NP UGOFX - Global Managed Volatility Fund Institutional Shares 3,678 -6.60 1,142 -9.73
2025-03-26 NP TNBIX - 1290 SmartBeta Equity Fund Class I 0 -100.00 0 -100.00
2025-08-26 NP EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB 8,059 0.00 2,401 -9.57
2025-08-27 NP ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 55 -35.29 16 -40.74
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class 1,094 -15.85 326 -24.07
2025-08-08 13F Smithfield Trust Co 40 0.00 0
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income 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 15,146 -30.69 4,512 -37.33
2025-08-25 NP MIEAX - MM S&P 500 Index Fund Class R4 2,256 -9.14 672 -17.75
2025-07-28 NP PWTAX - UBS U.S. Allocation Fund Class A 68 23.64 21 25.00
2025-05-08 13F Pacific Capital Partners Ltd 0 -100.00 0 -100.00
2025-07-31 13F Quest Partners LLC 1,683 366.20 501 324.58
2025-08-28 NP BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value Short -65 -0
2025-08-13 13F California Public Employees Retirement System 93,134 0.59 27,745 -9.03
2025-08-27 NP PSIAX - PGIM QMA STOCK INDEX FUND Class A 800 -20.00 238 -27.66
2025-08-14 13F Principia Wealth Advisory, LLC 3 50.00 1
2025-08-27 NP JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 699 89.95 208 71.90
2025-08-26 NP GEQYX - EQUITY INDEX FUND Institutional 9,616 49.57 2,865 35.29
2025-08-12 13F Fulcrum Asset Management LLP 1,548 461
2025-06-26 NP FBLEX - Fidelity Series Stock Selector Large Cap Value 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 101,700 -11.10 33,257 -6.35
2025-06-30 NP LGDX - Intech S&P Large Cap Diversified Alpha ETF 45 15
2025-08-18 NP PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 814 0.00 242 -9.70
2025-08-01 13F New York Life Investment Management Llc 7,553 -0.66 2,250 -10.14
2025-05-14 13F Custom Index Systems, Llc 0 -100.00 0
2025-08-14 13F Wetherby Asset Management Inc 795 -9.35 237 -7.45
2025-08-15 13F Harvest Fund Management Co., Ltd 1 -97.22 0
2025-07-29 13F Nordea Investment Management Ab 4,587 2.80 1,355 -7.57
2025-08-25 NP GVALX - Gotham Large Value Fund Institutional Class 179 -10.05 53 -18.46
2025-08-28 NP MUXAX - Victory S&P 500 Index Fund Class A 273 -4.55 81 -13.83
2025-05-29 NP MAADX - Dynamic Value Portfolio Class IS 174 -19.44 57 -8.06
2025-08-14 13F McIlrath & Eck, LLC 93 0.00 28 -10.00
2025-03-31 NP DAACX - Diversified Equity Fund 315 0.00 98 -3.96
2025-08-13 13F NEOS Investment Management LLC 806 0.50 240 -9.09
2025-08-13 13F Capital Group Private Client Services, Inc. 11,974 -1.54 3,567 -10.94
2025-08-13 13F Icon Advisers Inc/co 8,056 0.00 2,400 -9.57
2025-08-26 NP VVIMX - Voya VACS Index Series MC Portfolio 1,611 -36.45 480 -42.63
2025-08-14 13F Dean Capital Management 5,625 5.65 1,676 -4.45
2025-05-08 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0 -100.00 0
2025-08-28 NP SPYV - SPDR(R) Portfolio S&P 500 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 58,839 0.39 17,528 -9.20
2025-06-30 NP PALC - Pacer Lunt Large Cap Multi-Factor Alternator ETF 2,030 664
2025-06-26 NP FSPGX - Fidelity Large 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 42,450 8.32 13,882 14.12
2025-08-07 13F Vise Technologies, Inc. 1,508 57.25 449 60.93
2025-08-12 13F American Century Companies Inc 25,198 18.90 7,506 7.54
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class 3,900 -33.90 1,162 -40.25
2025-05-15 13F Point72 Hong Kong Ltd 0 -100.00 0
2025-08-14 13F Toroso Investments, LLC 4,334 -39.50 1,291 -45.27
2025-06-26 NP LQAI - LG QRAFT AI-Powered U.S. Large Cap Core ETF 36 12
2025-06-26 NP FLRG - Fidelity U.S. Multifactor 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 5,863 58.29 1,917 66.84
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 3,581 -2.72 1,171 2.54
2025-08-13 13F Colonial Trust Co / SC 11 10.00 3 0.00
2025-08-08 13F Candriam Luxembourg S.C.A. 3,698 -13.94 1,102 -22.19
2025-08-08 13F Tobam 4,863 29.92 1 0.00
2025-08-29 NP EMCAX - Empiric 2500 Fund Class A 1,705 0.00 508 -9.63
2025-08-27 NP CSXAX - Calvert US Large-Cap Core Responsible Index Fund Class A 7,407 0.00 2,207 -9.55
2025-07-29 NP MPBLX - BNY Mellon Asset Allocation Fund Class M Shares 138 42
2025-08-26 NP SFAAX - Wells Fargo Index Asset Allocation Fund Class A 793 -5.82 236 -14.80
2025-08-22 NP QQMNX - Federated Hermes MDT Market Neutral Fund Institutional Shares 4,310 0.00 1,284 -9.58
2025-08-14 13F/A Skopos Labs, Inc. 623 19.12 186 7.56
2025-05-30 NP TRVLX - T. Rowe Price Value 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 555,064 76.61 182,833 99.88
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 1,238 2.48 369 -7.30
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 8,150 -2.11 2,428 -11.49
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 13,469 4.99 4,404 10.60
2025-08-12 13F SRS Capital Advisors, Inc. 217 -21.94 65 -29.67
2025-08-11 13F Principal Securities, Inc. 142 89.33 42 100.00
2025-08-29 NP MVIAX - Praxis Value Index Fund Class A 800 -57.22 238 -61.30
2025-08-25 NP PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 86 -36.30 26 -43.18
2025-08-06 13F Agf Management Ltd 9,654 2,876
2025-08-14 13F Durable Capital Partners LP 535,967 -1.04 159,665 -10.50
2025-08-08 13F SBI Securities Co., Ltd. 27 3.85 8 0.00
2025-06-30 NP XTR - Global X S&P 500 Tail Risk ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 0.00 1
2025-08-12 13F Bokf, Na 2 1
2025-08-14 13F Howard Hughes Medical Institute 11 3
2025-08-11 13F Semanteon Capital Management, LP 2,222 10.27 662 -0.30
2025-08-14 13F Algert Global Llc 12,378 -56.34 4 -66.67
2025-06-23 NP PLFMX - LargeCap S&P 500 Index Fund R-3 9,778 -1.04 3,198 4.24
2025-08-12 13F Ameritas Investment Partners, Inc. 512 -8.08 153 -16.94
2025-06-25 NP WRAAX - Wilmington Global Alpha Equities Fund Class A Shares 2,606 -5.85 852 -0.81
2025-04-24 NP CSM - ProShares Large Cap Core Plus 1,507 -2.71 454 -1.74
2025-06-05 NP GQLVX - Quantitative U.S. Large Cap Value Equity Portfolio 63 0.00 21 5.26
2025-07-09 13F Gateway Investment Advisers Llc 17,199 -8.35 5,124 -17.12
2025-08-14 13F Hudson Bay Capital Management LP 0 -100.00 0
2025-08-13 13F Railway Pension Investments Ltd 0 -100.00 0
2025-08-27 NP OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 150 -50.00 45 -55.10
2025-07-16 13F American National Bank 0 -100.00 0
2025-08-08 13F Geode Capital Management, Llc 1,512,797 -0.58 448,897 -10.17
2025-07-28 NP SSO - ProShares Ultra S&P500 4,961 -4.63 1,513 -3.38
2025-08-05 13F Cambiar Investors Llc 24,036 -19.72 7,160 -27.40
2025-08-27 NP HCIGX - The Institutional Growth Equity Portfolio HC Strategic Shares 4,586 16.63 1,366 5.48
2025-07-14 13F Argent Capital Management Llc 733 -0.27 218 -9.92
2025-06-26 NP JHMM - John Hancock Multifactor Mid Cap ETF 30,800 -0.20 10,072 5.13
2025-06-24 NP JMNAX - JPMorgan Research Market Neutral Fund Class A Short -3,142 -50.04 -1,027 -47.39
2025-08-14 13F T. Rowe Price Investment Management, Inc. 1,505,732 1.20 449 -8.57
2025-07-29 NP LCIAX - Siit Large Cap Index Fund - Class A 2,100 23.53 641 25.24
2025-08-13 13F First National Advisers, LLC 1,297 6.40 386 -3.74
2025-08-27 NP VMGIX - Vanguard Mid-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 441,615 1.98 131,557 -7.77
2025-07-30 13F Financial Perspectives, Inc 220 8.37 66 -1.52
2025-07-25 NP DEUS - Xtrackers Russell 1000 Comprehensive Factor ETF 235 -9.27 72 -7.79
2025-08-14 13F Federation des caisses Desjardins du Quebec 1,580 -45.59 471 -50.84
2025-08-14 13F Meiji Yasuda Asset Management Co Ltd. 0 -100.00 0
2025-06-26 NP MSTVX - Morningstar Alternatives Fund -438 250.40
2025-08-04 13F Fisher Funds Management LTD 8,810 -9.99 2,624 -18.61
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 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 3,120 0.00 929 -9.54
2025-08-01 13F Envestnet Asset Management Inc 27,386 71.75 8,158 55.33
2025-08-11 13F Nomura Asset Management Co Ltd 21,617 18.69 6,440 7.33
2025-08-13 13F Centiva Capital, LP 5,399 1,608
2025-08-14 13F Sei Investments Co 27,352 10.21 8,148 -0.32
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - Growth 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 161,327 48.14 48,059 33.98
2025-08-26 NP INGIX - Voya U.S. Stock Index Portfolio Class I 4,401 2.78 1,311 -7.02
2025-08-13 13F State Board Of Administration Of Florida Retirement System 55,723 0.50 16,600 -9.12
2025-07-29 NP PREFX - T. Rowe Price Tax-Efficient 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 450 0.00 137 1.48
2025-06-24 NP TILT - FlexShares Morningstar US Market Factor Tilt Index Fund This fund is a listed as child fund of Northern Trust Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,884 -1.26 616 4.05
2025-08-08 13F Islay Capital Management, Llc 6,218 97.40 1,852 78.59
2025-08-14 13F Vident Advisory, LLC 2,086 41.33 622 27.78
2025-08-28 NP INDEX - S&P 500(R) Equal Weight No Load Shares 151 2.03 45 -8.33
2025-08-14 13F Integrated Wealth Concepts LLC 2,616 201.38 779 173.33
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 102,871 -2.30 31,380 -1.03
2025-08-12 13F Manchester Capital Management LLC 13 -7.14 4 -25.00
2025-08-28 NP CFO - VictoryShares US 500 Enhanced Volatility Wtd ETF 1,544 -2.46 460 -11.90
2025-08-06 13F Commonwealth Equity Services, Llc 1,641 -94.10 0 -100.00
2025-08-13 13F Dai-Ichi Life Insurance Company, Ltd 2,290 -32.27 682 -38.72
2025-08-26 NP Institutional Investment Strategy Fund 3 0.00 1
2025-08-28 NP CFA - VictoryShares US 500 Volatility Wtd ETF 1,954 -2.40 582 -11.68
2025-07-24 NP FXAIX - Fidelity 500 Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 700,147 -2.27 213,573 -1.00
2025-06-25 NP ILCV - iShares Morningstar Large-Cap Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,205 0.42 394 5.91
2025-06-30 NP EGLE - Global X S&P 500 U.S. Revenue Leaders ETF 5 2
2025-08-14 13F Atomi Financial Group, Inc. 0 -100.00 0
2025-08-13 13F EverSource Wealth Advisors, LLC 1,156 191.18 344 164.62
2025-03-27 NP AMTAX - AB All Market Real Return Portfolio Class A 1,069 -62.50 332 -65.95
2025-07-28 13F Twin Tree Management, LP 0 -100.00 0
2025-08-08 13F Hartland & Co., LLC 293 132.54 87 112.20
2025-07-28 13F Twin Tree Management, LP Put 0 -100.00 0
2025-07-17 13F Park Place Capital Corp 6 2
2025-07-31 13F MQS Management LLC 705 210
2025-08-05 13F Bank of New York Mellon Corp 364,716 8.50 108,649 -1.88
2025-08-12 13F XTX Topco Ltd 5,760 745.81 1,716 665.63
2025-08-14 13F Jacobs Levy Equity Management, Inc 429,475 -4.63 127,941 -13.75
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 63,489 0.06 18,913 -9.50
2025-08-29 NP VOTE - Engine No. 1 Transform 500 ETF 817 -5.11 129 -54.45
2025-07-09 13F Bruce G. Allen Investments, LLC 21 -27.59 6 -33.33
2025-08-13 13F Baird Financial Group, Inc. 3,898 511.93 1,161 455.50
2025-08-22 NP XAOKX - Index 500 Portfolio Initial Class 17,529 -2.11 5,222 -11.48
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 33,123 -2.44 9,867 -11.76
2025-07-08 13F Nbc Securities, Inc. 2,611 6.31 1
2025-08-22 NP CVMC - Calvert US Mid-Cap Core Responsible Index ETF 411 -0.96 122 -10.29
2025-08-08 13F National Pension Service 18,838 -1.19 5,612 -10.64
2025-08-27 NP PRAXIS FUNDS - Praxis Impact Large Cap Value ETF 112 33
2025-08-28 NP Tekla Healthcare Opportunities Fund 18,665 -19.87 5,560 -27.53
2025-08-11 13F Brown Brothers Harriman & Co 84 546.15 25 525.00
2025-08-14 13F Bridgeway Capital Management Inc 0 -100.00 0
2025-06-30 NP VSCAX - Invesco Small Cap Value Fund Class A 391,240 80.64 127,939 90.30
2025-07-09 13F Aaron Wealth Advisors LLC 0 -100.00 0 -100.00
2025-08-14 13F Janus Henderson Group Plc 5,900 -0.07 1,756 -7.82
2025-08-27 NP Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a) 93,800 0.00 27,943 -9.56
2025-07-29 13F Chevy Chase Trust Holdings, Inc. 28,629 -1.64 8,529 -11.05
2025-07-14 13F Armstrong Advisory Group, Inc 43 -31.75 13 -33.33
2025-07-24 NP SUSL - iShares ESG MSCI USA Leaders 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 1,899 -10.80 579 -9.67
2025-07-28 13F Bayforest Capital Ltd 1,700 34.92 506 21.93
2025-08-13 13F GeoWealth Management, LLC 157 0.64 47 -9.80
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 5,575 0.00 1,661 -9.59
2025-08-12 13F Catalyst Funds Management Pty Ltd 0 -100.00 0
2025-07-14 13F Avanza Fonder AB 0 -100.00 0
2025-08-01 13F SYM FINANCIAL Corp 1,091 60.21 325 45.09
2025-06-30 NP INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 1,448 -1.16 474 4.19
2025-08-27 NP RYSOX - S&P 500 Fund Class A 156 -8.24 46 -16.36
2025-08-27 NP Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio 3,000 0.00 894 -9.62
2025-08-26 NP Profunds - Profund Vp Health Care 332 -4.05 99 -13.27
2025-07-25 13F Kinneret Advisory, LLC 2,853 -0.17 850 -9.78
2025-06-25 NP BVEFX - Becker Value Equity Fund Retail Class 3,340 0.00 1,092 5.41
2025-05-29 NP SHUS - Stratified LargeCap Hedged ETF 234 -9.65 77 2.67
2025-08-25 NP MDDAX - MassMutual Select Diversified Value Fund Class A 1,900 0.00 566 -9.44
2025-08-29 NP STXV - Strive 1000 Value ETF 149 0.00 44 -10.20
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 16 5
2025-08-22 NP DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Growth VIP Class A 2,319 -11.45 691 -19.95
2025-08-22 NP DFVE - DoubleLine Fortune 500 Equal Weight ETF 111 12.12 33 3.13
2025-05-08 13F LGT Financial Advisors LLC 0 -100.00 0
2025-08-25 NP SWP1Z - Schwab S&P 500 Index Portfolio This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,782 -2.96 829 -12.29
2025-06-26 NP NUMV - Nuveen ESG Mid-Cap Value 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 0 -100.00 0 -100.00
2025-08-26 NP Profunds - Profund Vp Bull 47 -20.34 14 -26.32
2025-08-28 NP XLV - The Health Care Select Sector SPDR Fund 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 380,107 -5.12 113,234 -14.19
2025-07-28 NP IUS - Invesco RAFI(TM) Strategic US ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,477 0.61 451 1.81
2025-06-26 NP DFLV - Dimensional US Large Cap Value ETF 18,675 68.61 6,107 77.60
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 366 30.25 120 36.78
2025-08-14 13F Summit Trail Advisors, Llc 3,440 -16.65 1,025 -24.65
2025-08-26 NP Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio 514 0.00 153 -9.47
2025-08-26 NP WCMAX - WCM Focused Mid Cap Fund Institutional Class Shares 702 23.16 209 11.76
2025-08-29 NP NTSX - WisdomTree 90/60 U.S. Balanced Fund N/A 1,002 -3.09 298 -12.35
2025-07-30 13F Gulf International Bank (UK) Ltd 3,224 0.00 1 -100.00
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 33,088 -9.66 9,857 -18.30
2025-08-08 13F Oak Thistle LLC 1,608 479
2025-08-27 13F/A Squarepoint Ops LLC 2,158 -87.19 643 -88.43
2025-07-29 13F Private Trust Co Na 14 -71.43 4 -75.00
2025-08-27 13F/A Squarepoint Ops LLC Call 800 -20.00 238 -27.66
2025-08-27 13F/A Squarepoint Ops LLC Put 800 238
2025-07-29 NP SIXL - 6 Meridian Low Beta Equity Strategy ETF 2,466 5.03 752 6.36
2025-08-26 NP Profunds - Profund Vp Large-cap Value 32 -31.91 10 -40.00
2025-07-28 13F Generali Asset Management SPA SGR 7,060 -11.92 2,103 -20.34
2025-08-14 13F Utah Retirement Systems 9,194 -2.16 2,739 -11.53
2025-08-07 13F Meeder Asset Management Inc 17,776 0.01 5,295 -9.55
2025-08-12 13F Inscription Capital, LLC 803 239
2025-08-12 13F Ensign Peak Advisors, Inc 48,663 -21.27 14,497 -28.80
2025-07-24 13F Ramirez Asset Management, Inc. 908 0.00 270 -9.70
2025-08-28 NP VFLO - VictoryShares Free Cash Flow ETF 185,265 45.55 55,190 31.63
2025-06-24 NP SFLNX - Schwab Fundamental US Large 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 19,595 21.60 6,408 28.11
2025-05-14 13F Mizuho Bank, Ltd. 0 -100.00 0
2025-08-28 NP Tekla Healthcare Investors 10,656 -28.93 3,174 -35.72
2025-08-26 NP VVIPX - Voya VACS Index Series S Portfolio 4,134 -2.04 1,232 -11.44
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 74 7.25 22 0.00
2025-07-29 NP SVSPX - State Street S&P 500 Index Fund Class N 1,797 0.00 548 1.29
2025-07-30 NP GDE - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 114 86.89 35 88.89
2025-08-13 13F Cresset Asset Management, LLC 4,713 -5.83 1,404 -14.81
2025-06-26 NP NSCR - Nuveen Sustainable Core ETF 132 43
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 577 0.00 172 -10.00
2025-08-12 13F Prudential Plc 1,078 0.00 321 -9.58
2025-08-14 13F Bellevue Group AG 74,022 -2.47 22,051 -11.79
2025-06-26 NP DFVX - Dimensional US Large Cap Vector ETF 893 7.72 292 13.62
2025-08-27 NP Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 509 0.00 152 -9.58
2025-07-31 13F Oppenheimer Asset Management Inc. 1,304 388
2025-08-28 NP Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Growth Fund Class 3 73 -8.75 22 -19.23
2025-08-14 13F Gotham Asset Management, LLC 16,306 29.85 4,858 17.43
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 1,459 3.62 477 9.15
2025-08-14 13F Alliancebernstein L.p. 86,216 -4.72 25,684 -13.83
2025-08-27 NP VQNPX - Vanguard Growth and Income 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 22,100 -34.42 6,584 -40.69
2025-03-28 NP LGCAX - Lord Abbett Global Equity Research Fund Class A 2,844 133.88 883 126.15
2025-07-14 13F Abound Wealth Management 24 -7.69 7 -12.50
2025-08-28 NP ONEO - SPDR Russell 1000 Momentum Focus ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,029 710.24 307 646.34
2025-08-18 NP PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I 5,265 31.53 1,568 18.97
2025-07-17 13F CWA Asset Management Group, LLC 737 -1.34 220 -10.98
2025-08-08 13F Pnc Financial Services Group, Inc. 4,929 0.12 1,468 -9.44
2025-07-28 NP AVIE - Avantis Inflation Focused Equity ETF 56 0.00 17 6.25
2025-08-14 13F Manufacturers Life Insurance Company, The 52,716 -4.65 15,704 -13.76
2025-08-13 13F Continuum Advisory, LLC 0 -100.00 0
2025-08-14 13F Brevan Howard Capital Management LP 11,137 55.48 3,318 40.61
2025-07-22 NP GUSA - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1,856 -2.83 566 -1.57
2025-04-24 NP OALC - OneAscent Large Cap Core ETF 411 -39.38 124 -38.81
2025-07-29 NP JSTC - Adasina Social Justice All Cap Global ETF 504 13.51 154 15.04
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 976 -34.89 291 -34.83
2025-08-27 NP OHIO NATIONAL FUND INC - ON Janus Henderson U.S. Low Volatility Portfolio 9,537 96.48 2,841 69.92
2025-07-17 13F HB Wealth Management, LLC 955 -0.10 284 -9.55
2025-08-14 13F Stifel Financial Corp 4,039 334.30 1,203 293.14
2025-08-14 13F Dark Forest Capital Management Lp 0 -100.00 0
2025-08-08 13F/A Sterling Capital Management LLC 1,657 29.05 494 16.82
2025-07-28 13F Td Asset Management Inc 175,398 -9.22 52,251 -17.90
2025-06-26 NP FACDX - Fidelity Advisor Health Care 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 240,000 152.63 78,482 166.15
2025-06-30 NP VGHCX - Vanguard Health Care 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 873,708 -12.17 285,711 -7.48
2025-04-22 13F Intact Investment Management Inc. 0 -100.00 0 -100.00
2025-08-26 NP IAXAX - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV 2,850 -24.00 849 -31.26
2025-08-15 13F CI Private Wealth, LLC 6,317 -0.17 1,882 -9.74
2025-06-27 NP SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 323 -85.70 106 -85.02
2025-08-27 NP BBTSX - Bridge Builder Tax Managed Small/Mid Cap Fund 1,512 0.00 450 -9.64
2025-07-24 NP FSPHX - Health Care Portfolio 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 435,000 135.14 132,692 138.20
2025-08-14 13F Redwood Investment Management, Llc 4,602 1
2025-07-24 NP FDFIX - Fidelity Flex 500 Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,792 3.58 2,072 4.91
2025-07-09 13F Massmutual Trust Co Fsb/adv 363 20.60 108 9.09
2025-06-26 NP FCMVX - Fidelity Mid Cap Value K6 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 759 92.64 248 103.28
2025-08-22 NP PHEQ - Parametric Hedged Equity ETF 461 10.02 137 -0.72
2025-08-14 13F Millennium Management Llc Put 0 -100.00 0
2025-08-12 13F LPL Financial LLC 26,278 -13.74 7,828 -21.99
2025-08-13 13F Nicolet Advisory Services, Llc 0 -100.00 0
2025-08-26 NP RPMGX - T. Rowe Price Mid-Cap Growth 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 546,500 -0.11 162,802 -9.66
2025-05-15 13F CAPROCK Group, Inc. 3,110 80.39 1,024 104.39
2025-07-30 13F Securian Asset Management, Inc 2,832 -3.41 844 -12.64
2025-07-28 13F Allianz Asset Management GmbH 13,996 -8.79 4,169 -17.51
2025-07-24 NP EUSA - iShares MSCI USA Equal Weighted 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 9,662 38.94 2,947 40.80
2025-07-15 13F SJS Investment Consulting Inc. 4 -33.33 1 0.00
2025-08-28 NP AXMNX - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 50 -48.45 15 -54.84
2025-07-24 NP HNDRX - Horizon Defined Risk Fund Investor Class 846 4.83 258 6.17
2025-07-25 13F Wealth Architects, LLC 2,190 0.05 652 -9.57
2025-08-14 13F Tudor Investment Corp Et Al Put 0 -100.00 0 -100.00
2025-08-11 13F Citigroup Inc 77,420 19.80 23,063 8.35
2025-08-14 13F Quarry LP 310 92
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 174 23.40 52 10.87
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 5,060 18.78 1,655 25.11
2025-07-29 NP SEIAX - SIIT Multi-Asset Real Return Fund - Class A 385 4.05 117 5.41
2025-08-27 NP HCESX - The ESG Growth Portfolio HC Strategic Shares 87 0.00 26 -10.71
2025-05-14 13F Pilgrim Partners Asia Pte Ltd 160 -38.46 53 -30.67
2025-08-12 13F Cynosure Management, Llc 1,112 0.00 331 -9.56
2025-07-24 13F Jfs Wealth Advisors, Llc 83 6.41 25 -4.00
2025-08-13 13F Russell Investments Group, Ltd. 80,594 6.04 24,006 -3.96
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 301,827 99.16 92,069 101.75
2025-08-12 13F Winnow Wealth Llc 0 -100.00 0
2025-04-30 13F Wealth Advisory Solutions, LLC 0 -100.00 0
2025-07-29 NP VFMFX - Vanguard U.S. Multifactor Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 643 340.41 196 335.56
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 2,131 -2.02 635 -11.45
2025-06-18 NP NWFAX - Nationwide Fund Class A 8,028 0.00 2,625 5.38
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 2,415 -1.07 790 4.23
2025-05-27 NP GCTIX - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 6,269 0.00 2,065 13.16
2025-08-11 13F Aptus Capital Advisors, LLC 767 1.05 228 -8.80
2025-08-14 13F State Street Corp 2,459,996 -1.18 732,833 -10.63
2025-06-18 NP RGEAX - Global Equity Fund Class A 4,218 -48.06 1,379 -45.28
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 336 2.13 100 -7.41
2025-08-26 NP TSPA - T. Rowe Price U.S. Equity Research ETF 5,171 15.30 1,540 4.27
2025-08-26 NP EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 67 -14.10 20 -24.00
2025-08-11 13F Raiffeisen Bank International AG 0 -100.00 0
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 49,808 -6.76 14,838 -15.67
2025-08-14 13F Axa S.a. 2,627 168.06 783 142.86
2025-08-25 NP MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I 638 -9.12 190 -17.75
2025-06-18 NP REUYX - Sustainable Equity Fund Class Y 1,330 -11.04 435 -6.47
2025-08-26 NP NSRKX - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K 2,871 -3.37 855 -12.58
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 741 0.00 226 1.35
2025-07-24 NP Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 3 1
2025-08-13 13F Bank Of Nova Scotia 6,857 26.98 2,043 14.85
2025-08-14 13F Erste Asset Management GmbH 345 100
2025-08-13 13F Healthcare Of Ontario Pension Plan Trust Fund 2,162 226.59 644 195.41
2025-07-15 13F Retireful, LLC 1,243 -11.53 370 -18.32
2025-07-29 NP PBUS - Invesco PureBeta MSCI USA ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8,024 17.50 2,448 19.02
2025-08-26 NP IWB - iShares Russell 1000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 38,729 -5.29 11,537 -14.34
2025-08-26 NP PENN SERIES FUNDS INC - Index 500 Fund 925 -4.24 276 -13.52
2025-08-28 NP GMLGX - GuideMark(R) Large Cap Core Fund Service Shares 346 -36.51 103 -44.92
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 36 80.00 12 83.33
2025-07-24 13F Ronald Blue Trust, Inc. 235 -6.00 70 -14.63
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 25,067 -3.90 8,197 1.25
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 7,279 -1.65 2,168 -11.04
2025-08-04 13F Roble, Belko & Company, Inc 30 0.00 0
2025-08-14 NP FLDOX - MODERATE ALLOCATION FUND Retail Class 865 0.00 258 -9.51
2025-04-24 NP CZMVX - Multi-Manager Value Strategies Fund Institutional Class 5,131 0.00 1,545 1.11
2025-08-14 NP FLFGX - GLOBAL ALLOCATION FUND Retail Class 128 0.00 38 -9.52
2025-08-14 NP FLDFX - BALANCED FUND Retail Class 3,102 0.00 924 -9.50
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 73,104 0.00 21,778 -9.56
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 757 225
2025-07-28 NP SPXE - S&P 500 ex-Energy ETF 74 0.00 23 0.00
2025-08-15 13F Captrust Financial Advisors 5,369 -0.02 1,599 -9.56
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4 233 0.00 69 -9.21
2025-08-14 13F Comerica Bank 6,885 -49.51 2,051 -54.33
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio 512 -8.08 153 -16.94
2025-08-27 NP Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A 6,645 0.00 1,980 -9.55
2025-06-18 NP RAZAX - Multi-Asset Growth Strategy Fund Class A 1,073 -34.21 351 -30.83
2025-07-29 NP VFTNX - Vanguard FTSE Social 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 30,032 0.76 9,161 2.07
2025-06-24 NP SWPPX - Schwab S&P 500 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 122,531 -3.05 40,069 2.13
2025-08-05 13F Simplex Trading, Llc Put 6,400 106.45 2 0.00
2025-08-05 13F Simplex Trading, Llc 988 0
2025-08-07 13F Sierra Ocean, Llc 13 44.44 4 50.00
2025-08-05 13F Simplex Trading, Llc Call 2,500 -34.21 1 -100.00
2025-08-27 NP PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 1,350 -12.90 402 -21.18
2025-08-27 NP VTMFX - Vanguard Tax-Managed Balanced 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 7,010 0.00 2,088 -9.57
2025-08-14 13F Sit Investment Associates Inc 6,470 -2.19 2 -50.00
2025-08-20 NP QMHIX - AQR Managed Futures Strategy HV Fund Class I 1,914 -11.43 570 -19.83
2025-05-29 NP Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a) 84,138 74.56 27,714 97.56
2025-07-15 13F Ballentine Partners, LLC 3,293 0.76 981 -8.92
2025-08-29 NP OAKLX - Oakmark Select Fund Investor Class 494,336 23.45 147,263 11.65
2025-04-25 NP CFSSX - Column Small Cap Select Fund 8,306 2.84 2,501 3.95
2025-05-14 13F BOK Financial Private Wealth, Inc. 0 -100.00 0
2025-07-31 13F/A Sendero Wealth Management, LLC 16,373 4,878
2025-08-27 NP VLACX - Vanguard Large-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 63,242 -2.66 18,840 -11.97
2025-07-29 NP EBI - Longview Advantage ETF 2,909 20,678.57 887 22,075.00
2025-06-26 NP SPEDX - Alger Dynamic Opportunities Fund Class A 0 -100.00 0 -100.00
2025-08-25 NP SMCWX - SMALLCAP WORLD FUND INC Class A 1,683,564 -2.33 501,534 -11.67
2025-08-29 NP STRV - Strive 500 ETF 923 0.00 275 -9.87
2025-08-12 13F MAI Capital Management 99 80.00 29 61.11
2025-08-25 NP ICTTX - ICON HEALTH AND INFORMATION TECHNOLOGY FUND Investor Class 8,056 0.00 2,400 -9.57
2025-08-12 13F Private Management Group Inc 856 0.00 255 -9.25
2025-07-21 13F Ameritas Advisory Services, LLC 1 0
2025-08-14 13F Lazard Asset Management Llc 489 7.24 0
2025-08-06 13F Andra AP-fonden 60,500 78.99 18,023 61.88
2025-07-25 13F Allspring Global Investments Holdings, LLC 29,684 43.62 9,092 34.22
2025-08-08 13F Fiera Capital Corp 143,150 42,644
2025-08-18 13F Onefund, Llc 151 0
2025-07-25 NP AGTHX - GROWTH FUND OF AMERICA Class A 1,316,391 -0.08 401,552 1.22
2025-07-29 13F Activest Wealth Management 6 100.00 2
2025-05-15 13F Weiss Asset Management LP 0 -100.00 0 -100.00
2025-06-23 NP PPUMX - LargeCap Growth Fund I R-3 1,811 -17.91 592 -13.45
2025-06-26 NP ETLGX - E*TRADE No Fee Large Cap Index Fund 8 3
2025-04-25 NP CFSLX - Column Small Cap Fund 1,564 0.00 471 1.08
2025-08-20 NP QNZNX - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 62 82.35 18 63.64
2025-08-08 13F Tortoise Investment Management, LLC 2 1
2025-08-13 13F M&t Bank Corp 8,047 -1.03 2,397 -10.50
2025-08-27 NP RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 27 -10.00 8 -11.11
2025-06-23 NP SUSA - iShares MSCI USA ESG Select ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 22,479 -6.89 7,351 -1.92
2025-08-25 NP MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class 94 -12.15 28 -20.00
2025-08-06 13F Atlantic Union Bankshares Corp 360 107
2025-08-14 13F Camden Capital, LLC 0 -100.00 0
2025-08-14 13F VeriStar Capital Management LP 0 -100.00 0
2025-05-01 13F Aurora Investment Counsel 0 -100.00 0
2025-08-26 NP GVLU - Gotham 1000 Value ETF 2,761 44.40 823 30.68
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 43,748 -1.37 13,033 -10.80
2025-05-13 13F Financial Advisors Network, Inc. 0 -100.00 0
2025-08-13 13F Invesco Ltd. 1,601,574 25.93 477,109 13.89
2025-08-14 13F PenderFund Capital Management Ltd. 10,115 0.44 3,013 1,182.13
2025-05-13 13F Arrowpoint Investment Partners (Singapore) Pte. Ltd. Call 0 -100.00 0
2025-05-13 13F Arrowpoint Investment Partners (Singapore) Pte. Ltd. Put 0 -100.00 0
2025-08-14 13F First Foundation Advisors 2,314 -17.77 689 -25.59
2025-08-14 13F Perbak Capital Partners LLP 2,958 881
2025-08-14 13F Schonfeld Strategic Advisors LLC 3,197 37.86 952 24.77
2025-06-23 NP PMPRX - MidCap Value Fund I R-3 14,215 -0.19 4,648 5.16
2025-06-26 NP Dfa Investment Dimensions Group Inc - Va U.s. Large 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 1,833 0.00 599 5.46
2025-08-26 NP TVAL - T. Rowe Price Value ETF 4,862 0.14 1,448 -9.44
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 27,598 -0.49 8,221 -10.00
2025-08-29 NP OAKBX - Oakmark Equity and Income Fund Investor Class 137,400 -41.31 40,931 -46.92
2025-08-06 13F Cornerstone Investment Partners, LLC 1,263 -17.88 376 -25.69
2025-07-22 NP DSHFX - Destinations Shelter Fund Class I 374 0.00 114 1.79
2025-08-14 13F DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 112,414 -18.21 33,488 -26.03
2025-08-26 NP TQGEX - T. Rowe Price QM Global 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 1,382 7.13 412 -3.07
2025-08-14 13F Colony Group, LLC 3,690 -1.57 1,099 -11.01
2025-08-18 13F Wolverine Trading, Llc 695 206
2025-08-18 13F Wolverine Trading, Llc Call 1,900 -87.42 564 -88.43
2025-08-18 13F Wolverine Trading, Llc Put 1,900 -36.67 564 -41.74
2025-08-28 NP MMTM - SPDR S&P 1500 Momentum Tilt ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 50 163.16 15 133.33
2025-06-25 NP FAB - First Trust Multi Cap Value AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 632 -47.02 207 -44.32
2025-04-09 13F RFG Advisory, LLC 0 -100.00 0
2025-08-05 13F Sigma Planning Corp 2,575 767
2025-08-25 NP MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class 6,030 -3.55 1,796 -12.77
2025-06-26 NP FSLVX - Fidelity Stock Selector Large Cap Value Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,625 -5.06 1,839 0.00
2025-08-26 NP TMED - T. Rowe Price Health Care ETF 215 64
2025-07-28 NP RXL - ProShares Ultra Health Care 592 -6.92 181 -5.76
2025-07-30 13F Cullen/frost Bankers, Inc. 16 -92.59 5 -94.37
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 4,456 0.63 1,359 1.95
2025-08-14 13F CoreCap Advisors, LLC 4 -50.00 1 -50.00
2025-06-26 NP Dfa Investment Trust Co - The U.s. Large Cap Value Series 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 114,862 0.00 37,561 5.35
2025-08-14 13F Ameriprise Financial Inc 70,839 -21.77 21,103 -29.25
2025-08-14 13F Riggs Asset Managment Co. Inc. 1 0.00 0
2025-07-31 13F Nisa Investment Advisors, Llc 8,343 0.42 2,485 -9.17
2025-05-15 13F Graham Capital Management, L.P. 0 -100.00 0
2025-05-28 NP QCSCRX - Social Choice Account Class R1 116 0.00 38 15.15
2025-08-27 NP RYZAX - S&P 500 Pure Value Fund Class H 306 -63.57 91 -67.03
2025-07-18 13F PFG Investments, LLC 0 -100.00 0
2025-08-08 13F Vestcor Inc 2,149 -0.42 1
2025-07-31 13F Buckingham Strategic Partners 2,988 32.39 890 19.65
2025-08-11 13F Covestor Ltd 398 -25.05 0
2025-08-28 NP SAGP - STRATEGAS GLOBAL POLICY OPPORTUNITIES ETF 3,259 56.46 971 56.70
2025-07-16 13F Highline Wealth Partners Llc 0 -100.00 0
2025-07-30 13F Forum Financial Management, LP 1,177 34.36 351 21.53
2025-08-12 13F TCTC Holdings, LLC 19 0.00 6 -16.67
2025-08-14 13F Limestone Investment Advisors LP 255
2025-08-15 13F State of Tennessee, Treasury Department 46,434 199.71 13,833 171.06
2025-08-26 NP HLEIX - JPMorgan Equity Index Fund Class I 11,885 -2.03 3,541 -11.39
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 66,098 0.00 21,615 5.35
2025-06-25 NP FTA - First Trust Large Cap Value AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12,234 -41.50 4,001 -38.38
2025-08-04 13F Retirement Systems of Alabama 11,631 -2.47 3,465 -11.81
2025-07-29 13F Chicago Partners Investment Group LLC 0 -100.00 0
2025-08-07 13F Acadian Asset Management Llc 3,272 -43.21 1 -100.00
2025-06-26 NP LRGF - iShares Edge MSCI Multifactor USA 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 12,847 4.49 4,201 10.09
2025-08-06 13F Rialto Wealth Management, LLC 1 0
2025-07-30 NP BFOR - Barron's 400 ETF 1,154 14.03 352 15.79
2025-08-19 13F Anchor Investment Management, LLC 10 0.00 3 -33.33
2025-08-27 NP VINIX - Vanguard Institutional 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 332,398 -2.92 99,021 -12.20
2025-08-14 13F/A Barclays Plc 146,342 -10.60 44 -18.87
2025-07-03 13F Arvest Investments, Inc. 0 -100.00 0
2025-08-15 NP PENNX - Royce Pennsylvania Mutual Fund Investment Class 13,654 0.00 4,068 -9.56
2025-08-15 13F Zuckerman Investment Group, LLC 1,205 0.00 359 -9.60
2025-05-23 NP NXTV - Simplify Next Intangible Value Index ETF 9 12.50 3 0.00
2025-08-04 13F Impact Partnership Wealth, LLC 1,281 382
2025-06-26 NP SEEKX - Steward Large Cap Enhanced Index Fund Class A 1,261 -9.67 412 -4.85
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 53,580 -25.12 15,961 -32.28
2025-08-25 NP ABALX - AMERICAN BALANCED FUND Class A 1,119,283 -3.49 333,434 -12.71
2025-06-23 NP HCPIX - Health Care Ultrasector Profund Investor Class 134 -0.74 44 4.88
2025-08-12 13F Virtu Financial LLC 3,825 1
2025-08-08 13F Creative Planning 12,993 5.85 3,871 -4.28
2025-08-14 13F EP Wealth Advisors, Inc. 3,570 1,064
2025-06-25 NP RPGAX - T. Rowe Price Global Allocation 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 2,235 -48.19 731 -45.48
2025-06-18 NP RTDAX - Multifactor U.S. Equity Fund Class A 1,062 -10.76 347 -5.96
2025-08-14 13F Caisse De Depot Et Placement Du Quebec 24,631 30.50 7,338 18.02
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 339 0.00 101 -9.91
2025-07-24 NP SHP ETF Trust - NEOS S&P 500(R) High Income ETF 799 0.00 244 1.25
2025-08-13 13F Capital International Sarl 5,826 -0.60 1,736 -10.10
2025-08-20 NP AQMIX - AQR Managed Futures Strategy Fund Class I 6,204 0.00 1,848 -9.54
2025-08-14 13F Becker Capital Management Inc 43,496 1.12 12,957 -8.55
2025-08-11 13F Rothschild Investment Llc 25 -70.93 7 -75.00
2025-08-12 13F WealthTrak Capital Management LLC 2 -33.33 1
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 5,316 11.17 1,738 17.12
2025-08-27 NP JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 4,437 -10.36 1,322 -18.96
2025-08-29 NP QGRW - WisdomTree U.S. Quality Growth Fund N/A 3,203 50.02 954 35.70
2025-08-26 NP EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB This fund is a listed as child fund of Clearbridge, 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 262 -7.75 78 -16.13
2025-07-07 13F Versant Capital Management, Inc 702 -24.52 209 -31.70
2025-07-25 13F Fifth Third Wealth Advisors LLC 0 -100.00 0
2025-08-11 13F Royce & Associates Lp 29,459 -5.45 8,776 -14.49
2025-06-18 NP RMYAX - Multi-Strategy Income Fund Class A 498 -46.96 163 -44.33
2025-08-12 13F Nuveen, LLC 155,039 9.96 46,186 -0.55
2025-08-08 13F Mitsubishi UFJ Trust & Banking Corp 45,301 59.76 13,495 44.50
2025-08-29 NP OAKGX - Oakmark Global Fund Investor Class 85,861 25,578
2025-05-30 NP FLDZ - RiverNorth Patriot ETF 42 0.00 14 8.33
2025-08-05 13F Fourth Dimension Wealth, LLC 440 -31.25 131 -37.62
2025-07-25 13F LRI Investments, LLC 6 0.00 2 0.00
2025-06-25 NP FXH - First Trust Health Care 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 61,567 -0.49 20,133 4.84
2025-08-11 13F Vanguard Group Inc 6,433,639 -0.76 1,916,581 -10.24
2025-08-13 13F Jump Financial, LLC 7,813 -73.57 2,327 -76.10
2025-04-22 13F Castleview Partners, Llc 0 -100.00 0
2025-08-01 13F Fjarde Ap-fonden /fourth Swedish National Pension Fund 26,700 124.37 8 133.33
2025-08-18 13F/A National Bank Of Canada /fi/ 37,893 39.38 11,288 26.07
2025-08-28 NP Tekla World Healthcare Fund 4,079 -38.35 1,215 -44.24
2025-08-26 NP IWF - iShares Russell 1000 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 111,260 -16.32 33,144 -24.32
2025-08-29 NP JAGMX - 500 Index Trust NAV 11,287 0.00 3,362 -9.55
2025-08-04 13F Hantz Financial Services, Inc. 67 204.55 0
2025-08-05 13F NewSquare Capital LLC 9 -64.00 3 -75.00
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 826 0.00 246 -9.56
2025-07-25 NP KOKU - Xtrackers MSCI Kokusai Equity ETF 558 -0.71 170 0.59
2025-08-20 NP QMNIX - AQR Equity Market Neutral Fund Class I 32,670 12.06 9,732 1.35
2025-07-10 13F Global Financial Private Client, LLC 0 -100.00 0
2025-06-30 NP XYLD - Global X S&P 500 Covered Call ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,369 0.00 1,102 5.36
2025-08-11 13F Cornerstone Planning Group LLC 0 -100.00 0
2025-08-12 13F Pacer Advisors, Inc. 4,986 74.34 1,485 57.64
2025-05-15 13F SIH Partners, LLLP Put 0 -100.00 0
2025-08-12 13F Trexquant Investment LP 82,239 24,499
2025-06-27 NP SPUU - Direxion Daily S&P 500(R) Bull 2X Shares 140 -23.08 46 -19.64
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility 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 351 -19.12 105 -26.76
2025-07-31 13F Brighton Jones Llc 4,541 33.91 1,353 21.15
2025-08-18 13F/A Nomura Holdings Inc 0 -100.00 0 -100.00
2025-08-14 NP FLRUX - CONSERVATIVE ALLOCATION FUND Retail Class 447 0.00 133 -9.52
2025-07-14 13F UMA Financial Services, Inc. 10 400.00 3
2025-08-14 13F Adage Capital Partners Gp, L.l.c. 74,928 77.55 22,321 60.58
2025-08-28 NP IVV - iShares Core S&P 500 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 641,656 -4.99 191,149 -14.07
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND IV - Health Care Portfolio Initial Class 57,400 20.84 17,099 9.29
2025-08-14 NP FLDGX - DYNAMIC ALLOCATION FUND Retail Class 2,572 0.00 766 -9.56
2025-07-29 NP SFY - SoFi Select 500 ETF 533 -7.30 163 -6.36
2025-08-26 NP EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 11,745 0.00 3,499 -9.57
2025-08-08 13F Crossmark Global Holdings, Inc. 19,243 228.32 5,732 196.99
2025-08-12 13F Dynamic Technology Lab Private Ltd 2,900 109.08 864 89.06
2025-05-07 13F Integrated Investment Consultants, LLC 0 -100.00 0 -100.00
2025-08-14 13F Alaska Permanent Fund Corp 0 -100.00 0
2025-08-14 13F Ieq Capital, Llc 35,094 -20.03 10,455 -27.68
2025-07-22 13F Wealthcare Advisory Partners LLC 774 -0.13 231 -9.80
2025-08-14 13F Mml Investors Services, Llc 2,169 33.97 1
2025-07-10 13F Swedbank AB 102,176 6.78 30,438 -3.43
2025-07-09 13F Northwest & Ethical Investments L.P. 0 -100.00 0 -100.00
2025-07-01 13F Harbor Investment Advisory, Llc 110 10.00 33 0.00
2025-08-20 NP AMOMX - AQR Large Cap Momentum Style Fund Class I 1,627 0.00 485 -9.53
2025-08-12 13F Steward Partners Investment Advisory, Llc 1,395 -46.14 416 -51.35
2025-08-21 NP MXMGX - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class 39,100 7.71 11,648 -2.58
2025-08-26 NP EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 2,502 -7.16 745 -16.01
2025-07-30 13F New Mexico Educational Retirement Board 2,700 0.00 1
2025-05-16 13F Coppell Advisory Solutions LLC 0 -100.00 0
2025-08-07 13F Teachers Retirement System Of The State Of Kentucky 4,411 0.66 1 0.00
2025-07-29 NP Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 42 10.53 13 9.09
2025-08-28 NP IWP - iShares Russell Mid-Cap Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 191,526 -9.27 57,056 -17.94
2025-08-28 NP QCSTRX - Stock Account Class R1 27,637 121.11 8,233 99.98
2025-08-15 13F Kestra Advisory Services, LLC 725 -0.82 216 -10.42
2025-08-27 NP SSPY - Stratified LargeCap Index ETF 1,087 32.40 324 19.63
2025-04-24 13F Overbrook Management Corp 0 -100.00 0
2025-05-15 13F Nfj Investment Group, Llc 0 -100.00 0
2025-08-28 NP Amplify ETF Trust - Amplify AI Powered Equity ETF 1,041 310
2025-07-10 13F Mn Services Vermogensbeheer B.V. 21,600 2.37 6 0.00
2025-08-08 13F Larson Financial Group LLC 39 457.14 12 450.00
2025-05-23 NP BRAGX - Aggressive Investors 1 Fund Class N 5,100 -23.88 1,680 -13.90
2025-08-29 NP OAKWX - Oakmark Global Select Fund Investor Class 128,392 372.41 38,248 327.25
2025-07-16 13F ORG Partners LLC 7 2
2025-08-26 NP GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 1,319 -85.97 393 -87.35
2025-08-14 13F Engineers Gate Manager LP 1,952 -71.12 582 -73.90
2025-08-12 13F Fulcrum Asset Management LLP Put 0 -100.00 0 -100.00
2025-08-13 13F Rsm Us Wealth Management Llc 997 -10.90 297 -19.29
2025-08-26 NP GFSYX - Strategic Alternatives Fund Institutional 77 -46.10
2025-08-13 13F Brooklands Fund Management Ltd Call 21,599 0.00 6,434 -9.56
2025-07-15 13F MCF Advisors LLC 39 0.00 12 -8.33
2025-08-15 13F Morgan Stanley 600,848 -1.79 178,994 -11.18
2025-08-13 13F Ossiam 404 -42.53 120 -48.05
2025-08-11 13F Westpac Banking Corp 2,754 93.13 820 74.84
2025-03-28 NP CZA - Invesco Zacks Mid-Cap 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 7,171 -17.40 2,226 -11.74
2025-07-30 13F Parcion Private Wealth LLC 0 -100.00 0
2025-08-13 13F Skandinaviska Enskilda Banken AB (publ) 44,128 0.67 13,117 -9.14
2025-07-18 13F Bartlett & Co. Wealth Management Llc 1 0
2025-08-04 13F Cottage Street Advisors LLC 1,600 -15.79 477 -23.84
2025-06-26 NP FDVLX - Fidelity Value 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 193,168 -6.83 63,168 -1.85
2025-08-13 13F Level Four Advisory Services, Llc 8,201 -0.73 2,443 -10.22
2025-08-01 13F Bessemer Group Inc 338 18.18 0
2025-08-29 NP Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 3,223 11.79 960 1.16
2025-04-14 13F Harbor Capital Advisors, Inc. 0 -100.00 0
2025-07-21 13F Cromwell Holdings LLC 169 -7.14 50 -15.25
2025-05-28 NP NZAC - SPDR MSCI ACWI Low Carbon Target 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 88 0.00 29 12.00
2025-08-13 13F Capital International Investors 1,626,068 0.90 484,406 -8.75
2025-08-07 13F Apeiron RIA LLC 1,720 -1.71 512 -11.11
2025-07-30 13F Eqis Capital Management, Inc. 1,272 -15.71 379 -23.94
2025-08-12 13F Magnetar Financial LLC 11,794 3,513
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 7,174 0.00 2,137 -9.56
2025-08-05 13F Westside Investment Management, Inc. 21 6
2025-08-14 13F Royal London Asset Management Ltd 51,014 -2.70 15,197 -12.00
2025-08-26 NP POMIX - T. Rowe Price Total Equity Market Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,743 0.00 1,115 -9.50
2025-08-14 13F California State Teachers Retirement System 75,857 -14.11 22,598 -22.32
2025-07-09 13F Sivia Capital Partners, LLC 1,935 165.80 576 141.00
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 448 0.00 133 -9.52
2025-08-14 13F Wellington Management Group Llp 2,077,084 -6.66 618,763 -15.58
2025-08-13 13F Federated Hermes, Inc. 17,860 3.72 5,320 -6.19
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 785 -11.30 234 -19.93
2025-07-25 13F Cwm, Llc 16,359 -7.60 5 -20.00
2025-06-23 NP QUAL - iShares Edge MSCI USA Quality Factor 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 114,684 2.09 37,503 7.55
2025-07-29 13F Mutual Of America Capital Management Llc 6,229 -3.72 1,856 -12.95
2025-06-30 NP PBP - Invesco S&P 500 BuyWrite 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 168 22.63 55 28.57
2025-08-12 13F Public Sector Pension Investment Board 4,064 -45.24 1,211 -50.49
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 31,864 -1.99 9,720 -0.72
2025-06-30 NP XYLG - Global X S&P 500 Covered Call & Growth ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 60 0.00 20 5.56
2025-08-11 13F Strategic Wealth Partners, Ltd. 2,540 5.13 757 15.77
2025-08-14 13F Bayesian Capital Management, LP 7,400 2,204
2025-07-28 NP SPXT - S&P 500 ex-Technology ETF 335 0.00 102 2.00
2025-08-12 13F BlackRock, Inc. 4,735,179 1.81 1,410,610 -7.92
2025-07-21 13F Qrg Capital Management, Inc. 3,106 -2.57 925 -11.82
2025-07-11 13F Bdf-gestion 4,269 -9.86 1,272 -18.47
2025-08-11 13F HighTower Advisors, LLC 1,955 -18.10 582 -25.95
2025-08-25 NP MMBUX - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 1,261 -9.54 376 -18.30
2025-05-15 13F Boothbay Fund Management, Llc 0 -100.00 0
2025-08-27 NP OASVX - Optimum Small-mid Cap Value Fund Class A 9,267 11.77 2,761 1.10
2025-07-15 13F Fortitude Family Office, LLC 20 6
2025-08-22 NP PEPS - Parametric Equity Plus ETF 110 -5.17 33 -15.79
2025-08-27 NP CMJAX - Calvert US Mid-Cap Core Responsible Index Fund Class A 2,578 -7.37 768 -16.27
2025-07-15 13F Td Private Client Wealth Llc 62 8.77 18 0.00
2025-08-11 13F United Capital Financial Advisers, Llc 1,013 -16.76 302 -24.75
2025-08-05 13F Carolinas Wealth Consulting Llc 0 -100.00 0
2025-06-18 NP RSEAX - U.S. Strategic Equity Fund Class A 1 -99.99 0 -100.00
2025-05-15 13F Point72 (DIFC) Ltd 0 -100.00 0
2025-08-20 NP FSMCX - Tributary Small/Mid Cap Fund Institutional Class 1,885 3.06 562 -6.81
2025-07-28 NP AVMC - Avantis U.S. Mid Cap Equity ETF 1,713 10.30 523 11.78
2025-07-09 13F Pallas Capital Advisors LLC 6,047 -16.70 1,801 -24.68
2025-06-23 NP SIZE - iShares Edge MSCI USA Size Factor 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 1,981 7.49 648 13.11
2025-08-28 NP TOPC - iShares S&P 500 3% Capped ETF 12 4
2025-07-08 13F E. Ohman J:or Asset Management AB 2,270 0.00 676 -9.50
2025-08-13 13F Northern Trust Corp 542,668 -4.08 161,661 -13.25
2025-05-09 13F Pitcairn Co 0 -100.00 0
2025-08-27 NP VIMSX - Vanguard Mid-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 1,131,212 0.09 336,988 -9.48
2025-03-27 NP HMVAX - THE HARTFORD MIDCAP VALUE FUND Class A 30,362 -27.24 9,425 -32.17
2025-08-14 13F Evergreen Capital Management Llc 747 -10.86 223 -19.57
2025-05-06 13F Venturi Wealth Management, LLC 0 -100.00 0
2025-05-15 13F Farringdon Capital, Ltd. 0 -100.00 0
2025-06-26 NP TOK - iShares MSCI Kokusai 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 176 0.00 58 5.56
2025-08-07 13F Los Angeles Capital Management Llc 69,150 -40.87 20,600 -46.53
2025-07-10 13F Exchange Traded Concepts, Llc 3,810 8.89 1,135 -1.56
2025-08-20 NP AQRNX - AQR Multi-Asset Fund Class N 9,593 41.05 2,858 27.54
2025-08-22 NP Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3 34,672 -16.47 10,329 -24.45
2025-08-26 NP NOSIX - Northern Stock Index Fund 15,676 -7.29 4,670 -16.16
2025-08-14 13F DRW Securities, LLC 0 -100.00 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 1,591 -0.81 474 -10.42
2025-08-27 NP LGH - HCM Defender 500 Index ETF 395 26.20 118 13.59
2025-05-22 NP HIMCX - Hartford Midcap Hls Fund Ia 6,226 -75.44 2,051 -72.21
2025-06-26 NP FSWCX - Fidelity SAI U.S. 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 41,740 19.92 13,649 26.33
2025-08-14 13F Scientech Research LLC 987 -50.08 294 -54.84
2025-08-06 13F Achmea Investment Management B.V. 5,650 0.00 2 0.00
2025-07-16 13F/A CX Institutional 238 -42.93 0
2025-05-30 NP TMSL - T. Rowe Price Small-Mid Cap ETF 8,180 145.35 2,694 177.73
2025-07-24 13F Standard Life Aberdeen plc 64,726 -13.84 19,282 -21.37
2025-08-04 13F Assetmark, Inc 5,849 20,789.29 1,742 19,255.56
2025-08-07 13F Zions Bancorporation, National Association /ut/ 193 121.84 57 103.57
2025-06-25 NP BKLC - BNY Mellon US Large Cap Core Equity ETF 3,109 -16.38 1,017 -11.96
2025-08-26 NP QAMWEX - T. Rowe Price Mid-Cap Growth Portfolio 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 11,100 5.71 3,307 -4.40
2025-08-26 NP IWS - iShares Russell Mid-Cap Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 35,795 8.40 10,663 -1.96
2025-06-25 NP FEX - First Trust Large Cap Core AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10,024 -14.05 3,278 -9.48
2025-08-14 13F Fmr Llc 2,514,232 -5.17 748,990 -14.23
2025-05-13 13F Heck Capital Advisors, LLC 0 -100.00 0
2025-08-27 NP TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 4,329 -14.98 1,290 -23.14
2025-07-25 NP SCHX - Schwab U.S. Large-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 55,626 -0.21 16,968 1.10
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 4,861 0.00 1,448 -9.56
2025-05-01 13F Bleakley Financial Group, LLC 0 -100.00 0
2025-08-05 13F Milestone Asset Management, Llc 0 -100.00 0
2025-08-25 NP MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 179 -7.73 53 -15.87
2025-08-06 13F SOUTH STATE Corp 28 -31.71 8 -38.46
2025-08-13 13F Kilter Group LLC 5 1
2025-07-31 13F Caitong International Asset Management Co., Ltd 256 2,744.44 76 3,700.00
2025-08-13 13F Capital World Investors 5,270,484 -0.41 1,570,077 -9.93
2025-06-26 NP FSUVX - Fidelity SAI U.S. Low Volatility 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 50,190 16,413
2025-07-24 13F GFG Capital, LLC 10 3
2025-07-16 13F Hartford Investment Management Co 3,272 -3.45 975 -12.72
2025-08-06 13F Asahi Life Asset Management Co., Ltd. 849 253
2025-08-13 13F Parkworth Wealth Management, Inc. 5 400.00 1
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class 10,330 15.99 3,077 4.91
2025-06-25 NP JSMVX - Jackson Square SMID-Cap Growth Fund Investor Class 12,639 -32.06 4,133 -28.42
2025-06-26 NP ITHAX - THE HARTFORD CAPITAL APPRECIATION FUND Class A 22,925 7,497
2025-06-26 NP FNILX - Fidelity ZERO Large 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 13,708 -1.53 4,483 3.73
2025-05-13 13F Axq Capital, Lp 0 -100.00 0
2025-05-15 13F Capstone Investment Advisors, Llc 0 -100.00 0
2025-08-07 13F Resources Investment Advisors, LLC. 1,326 61.71 395 46.30
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 13,293 4.74 3,960 -5.29
2025-05-15 13F Capstone Investment Advisors, Llc Put 0 -100.00 0
2025-05-15 13F Capstone Investment Advisors, Llc Call 0 -100.00 0
2025-08-28 NP FARYX - Fulcrum Diversified Absolute Return Fund Super Institutional Class 111 -86.28 33 -87.59
2025-08-19 NP Securian Funds Trust - SFT Index 500 Fund Class 1 1,540 0.00 459 -9.66
2025-08-14 13F Citadel Advisors Llc Call 16,400 -60.39 4,886 -64.18
2025-08-14 13F Citadel Advisors Llc Put 36,900 136.54 10,993 113.94
2025-08-14 13F Citadel Advisors Llc 25,089 7,474
2025-08-13 13F Natixis 12,952 3,687.13 3,858 3,375.68
2025-08-26 NP RPBAX - T. Rowe Price Balanced 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 1,810 -87.60 539 -88.78
2025-08-27 NP RYTTX - S&P 500 2x Strategy Fund A 175 -1.13 52 -10.34
2025-07-29 NP SDLAX - SIIT Dynamic Asset Allocation Fund - Class A 1,532 15.02 467 16.46
2025-03-28 NP HAPI - Harbor Corporate Culture ETF 1,073 4.38 333 0.91
2025-08-22 NP CVLC - Calvert US Large-Cap Core Responsible Index ETF 585 6.36 174 -3.87
2025-07-17 13F Tealwood Asset Management Inc 4,445 -1.35 1 0.00
2025-08-14 13F Royal Bank Of Canada 83,841 3.45 24,977 -6.44
2025-07-17 13F DiNuzzo Private Wealth, Inc. 11 83.33 3 200.00
2025-07-25 13F Yousif Capital Management, Llc 7,530 -2.84 2,243 -12.11
2025-08-29 NP JAFMX - Health Sciences Trust NAV 4,954 -6.86 1,476 -15.81
Other Listings
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