S4Y - Stock Yards Bancorp, Inc. Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham (DB)

Stock Yards Bancorp, Inc.
DE ˙ DB ˙ US8610251048
€ 67.50 ↓ -1.00 (-1.46%)
2025-09-05
BAHAGING PRESYO
Mga Batayang Estadistika
Pemilik Institusional 447 total, 446 long only, 1 short only, 0 long/short - change of 7.95% MRQ
Harga Saham 67.50
Alokasi Portofolio Rata-rata 0.1874 % - change of 1.53% MRQ
Jumlah Saham Beredar shares (source: Capital IQ)
Saham Institusional (Jangka Panjang) 24,708,894 - 83.83% (ex 13D/G) - change of 0.38MM shares 1.56% MRQ
Nilai Institusional (Jangka Panjang) $ 1,903,728 USD ($1000)
Kepemilikan Institusional dan Pemegang Saham

Stock Yards Bancorp, Inc. (DE:S4Y) memiliki 447 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 24,708,894 saham. Pemegang saham terbesar meliputi BlackRock, Inc., Vanguard Group Inc, Neuberger Berman Group LLC, Kayne Anderson Rudnick Investment Management Llc, Victory Capital Management Inc, NBGNX - Neuberger Berman Genesis Fund Investor Class, Stock Yards Bank & Trust Co, SSGSX - Victory Sycamore Small Company Opportunity Fund Class A, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, and Dimensional Fund Advisors Lp .

Struktur kepemilikan institusional Stock Yards Bancorp, Inc. (DB:S4Y) 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 67.50 / share. Previously, on September 9, 2024, the share price was 51.50 / share. This represents an increase of 31.07% over that period.

DE:S4Y / Stock Yards Bancorp, 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.

Tingkatkan untuk membuka data premium dan mengekspor ke Excel .

Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)		 Saham Δ Saham
(%)		 Dilaporkan
Nilai
($1000)		 Nilai Δ
(%)		 Alokasi Port
(%)
2025-08-14 13F Crawford Investment Counsel Inc 96,708 -18.42 7,638 -6.72
2025-08-14 13F German American Bancorp, Inc. 2,752 -20.81 217 -9.21
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 9,010 0.00 712 14.31
2025-08-04 13F Yorktown Management & Research Co Inc 8,100 0.00 640 14.31
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 47,737 4.87 3,512 5.88
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 262 -29.76 19 -29.63
2025-08-12 13F LPL Financial LLC 23,893 39.92 1,887 60.05
2025-08-13 13F New York State Common Retirement Fund 8,979 0.00 1
2025-08-25 NP PQSAX - Virtus KAR Small-Cap Value Fund Class A 327,793 0.00 25,889 14.37
2025-08-14 13F Deprince Race & Zollo Inc 53,057 -22.91 4,190 -11.85
2025-08-15 13F CI Private Wealth, LLC 41,544 65.62 3,281 89.43
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 767 0.00 61 15.38
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 11,062 -7.10 805 -8.21
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 9,914 -15.34 729 -14.54
2025-06-25 NP ISCB - iShares Morningstar Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,370 3.87 100 2.06
2025-06-30 NP VYM - Vanguard High Dividend Yield 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 97,518 -8.14 7,098 -9.29
2025-07-29 NP ADVGX - North Square Advisory Research All Cap Value Fund Class I 7,330 0.00 539 1.13
2025-08-14 13F Aster Capital Management (DIFC) Ltd 0 -100.00 0
2025-07-23 NP CFSLX - Column Small Cap Fund 2,397 10.92 176 12.10
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 45,593 4.11 3,601 19.05
2025-08-28 NP SSBIX - State Street Balanced Index Fund Class K 165 0.00 13 18.18
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 213,561 5.31 16,867 67.46
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 13,916 -4.61 1,099 9.14
2025-07-28 NP AVUSX - Avantis U.S. Equity Fund Institutional Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,242 0.00 91 1.11
2025-08-12 13F Corebridge Financial, Inc. 0 -100.00 0
2025-08-28 NP SSGSX - Victory Sycamore Small Company Opportunity Fund Class A 985,000 -2.18 77,795 11.87
2025-08-28 NP CIPSX - CHAMPLAIN SMALL COMPANY FUND ADVISOR SHARES 240,000 -12.73 18,955 -0.19
2025-08-12 13F Nuveen, LLC 58,850 -13.49 4,648 -1.06
2025-08-01 13F Bessemer Group Inc 12,585 0.00 1
2025-08-28 NP VYSVX - Vericimetry U.S. Small Cap Value Fund 530 -36.90 42 -29.31
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 18,662 0.00 1,373 0.96
2025-08-13 13F State Board Of Administration Of Florida Retirement System 7,691 0.00 607 14.31
2025-08-27 NP JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 5,174 0.00 409 14.29
2025-08-14 13F Fmr Llc 2,917 -35.78 230 -26.52
2025-08-12 13F Ameritas Investment Partners, Inc. 2,679 0.00 212 14.05
2025-06-26 NP ISCV - iShares Morningstar Small-Cap Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,185 4.30 159 3.25
2025-07-24 13F Capital Advisors, Ltd. LLC 9 0.00 0
2025-08-11 13F Principal Securities, Inc. 511 5.36 40 17.65
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 4,020 13.75 317 81.14
2025-07-24 13F Us Bancorp \de\ 2,086 1.21 165 15.49
2025-07-25 NP SSCVX - Columbia Select Small Cap Value Fund Class A 165,856 0.00 12,200 0.96
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 2,112 0.00 167 14.48
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 17,792 0.00 1,405 14.41
2025-08-25 13F/A Neuberger Berman Group LLC 1,679,886 9.59 132,677 25.33
2025-06-24 NP Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 1,540 112
2025-05-13 13F Wellington Management Group Llp Put 0 -100.00 0 -100.00
2025-06-25 NP FAD - First Trust Multi Cap Growth AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,637 11.63 265 10.00
2025-07-16 13F Signaturefd, Llc 1,715 -4.14 135 9.76
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 5,869 6.79 464 22.16
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 691 25.41 55 42.11
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 5,111 0.00 372 -1.06
2025-07-24 13F Callan Family Office, LLC 4,495 355
2025-08-13 13F StoneX Group Inc. 4,213 0.00 334 14.38
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 7,092 4.25 560 19.40
2025-08-26 NP TLSTX - Stock Index Fund 421 0.00 33 13.79
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 118 4.42 9 0.00
2025-07-10 13F Contravisory Investment Management, Inc. 3,236 256
2025-08-18 13F Wolverine Trading, Llc Put 0 -100.00 0
2025-05-22 NP FSGS - Small Cap US Equity Select ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,264 333.77 294 390.00
2025-08-14 13F Engineers Gate Manager LP 3,067 242
2025-08-12 13F Coldstream Capital Management Inc 0 -100.00 0
2025-08-14 13F Verition Fund Management LLC 0 -100.00 0
2025-08-14 13F State Street Corp 742,801 -3.25 58,896 10.59
2025-08-11 13F Mach-1 Financial Group, Inc. 0 -100.00 0
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 430 -81.44 34 -79.37
2025-08-13 13F Guggenheim Capital Llc 18,309 23.99 1,446 41.90
2025-08-13 13F Kennedy Capital Management, Inc. 0 -100.00 0
2025-08-12 13F RiverFront Investment Group, LLC 4,355 0.00 344 14.33
2025-08-13 13F Advisory Research Inc 20,973 -7.54 1,656 5.75
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 1,548 -94.38 122 -93.59
2025-08-11 13F Citigroup Inc 38,035 34.62 3,004 53.97
2025-07-28 NP UWM - ProShares Ultra Russell2000 2,554 -18.71 188 -17.98
2025-08-12 13F Global Retirement Partners, LLC 233 356.86 18 500.00
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 38,050 7.58 2,799 8.58
2025-07-15 13F Kentucky Trust Co 612 0.00 48 14.29
2025-08-14 13F Alliancebernstein L.p. 26,677 -2.16 2,107 11.84
2025-08-28 NP SSSEX - State Street Small-Cap Equity 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 860 -3.37 68 9.84
2025-06-26 NP FRBAX - Regional Bank Fund Class A 106,181 -2.38 7,729 -3.60
2025-08-14 13F Susquehanna International Group, Llp Put 0 -100.00 0
2025-07-29 13F Stephens Inc /ar/ 2,918 0.00 230 14.43
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 20,412 -5.69 1,502 -4.76
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 2,093 154
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 32,419 -3.66 2,360 -4.88
2025-07-23 13F John W. Rosenthal Capital Management, Inc. 59,011 -1.67 4,661 12.45
2025-08-14 13F Smartleaf Asset Management LLC 9 -93.18 1 -100.00
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 3,835 15.76 282 17.01
2025-08-14 13F Stifel Financial Corp 91,561 42.93 7,231 63.49
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 1,544,818 20.84 122,010 38.19
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 19,432 3.74 1,535 18.64
2025-08-14 13F Money Concepts Capital Corp 11,508 0.00 909 14.36
2025-08-14 13F Sei Investments Co 2,615 207
2025-08-07 13F ProShare Advisors LLC 5,397 -2.65 426 11.52
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 4,598 0.00 363 14.51
2025-07-28 NP HDG - ProShares Hedge Replication ETF 34 13.33 3 0.00
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 9,488 3.34 749 18.14
2025-08-26 NP NOSGX - Northern Small Cap Value Fund 10,519 -15.99 831 -3.94
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 40,390 16.99 3,190 33.81
2025-04-22 13F FSC Wealth Advisors, LLC 0 -100.00 0
2025-06-27 NP DPST - Direxion Daily Regional Banks Bull 3X Shares 15,158 -21.28 1,103 -22.27
2025-08-05 13F Huntington National Bank 1,084 1,405.56 86 2,025.00
2025-08-15 13F Kestra Advisory Services, LLC 11,874 5.41 938 20.59
2025-08-14 13F D. E. Shaw & Co., Inc. 0 -100.00 0
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 1,446 30.74 114 50.00
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 3,787 0.00 276 -1.43
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 112,969 -16.21 8,922 -4.18
2025-05-16 13F Coppell Advisory Solutions LLC 0 -100.00 0
2025-07-25 13F Johnson Investment Counsel Inc 0 -100.00 0
2025-07-28 NP URTY - ProShares UltraPro Russell2000 1,870 -28.57 138 -27.89
2025-07-15 13F SJS Investment Consulting Inc. 1 -50.00 0
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 43,699 13.29 3,181 11.85
2025-08-12 13F Champlain Investment Partners, LLC 736,620 -6.50 58,178 6.94
2025-08-12 13F Park Square Financial Group, LLC 31 2
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 13,389 0.00 975 -1.22
2025-08-07 13F Guidance Capital, Inc 9,796 0.00 721 -1.10
2025-08-08 13F Meridian Wealth Management, LLC 144,554 0.35 11,417 14.76
2025-08-14 13F Bank Of America Corp /de/ 124,782 -30.74 9,855 -20.79
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 25,069 0.00 1,825 -1.25
2025-08-11 13F Aptus Capital Advisors, LLC 162,189 9.76 12,810 25.53
2025-06-26 NP DFUV - Dimensional US Marketwide Value ETF 15,399 -2.51 1,121 -3.78
2025-05-05 13F Allianz Asset Management GmbH 0 -100.00 0 -100.00
2025-08-13 13F First Trust Advisors Lp 80,759 -10.75 6,378 2.08
2025-08-13 13F Todd Asset Management Llc 3,518 0.00 278 14.46
2025-08-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 14,302 321.64 1,130 390.87
2025-08-28 NP WFIVX - Wilshire 5000 Index Fund Investment Class 90 -48.57 7 -41.67
2025-07-24 NP ONEQ - Fidelity Nasdaq Composite Index Tracking Stock This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10,682 0.47 786 1.42
2025-08-14 13F Janus Henderson Group Plc 12,376 0.00 978 15.47
2025-07-29 NP ESGV - Vanguard ESG U.S. Stock ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,436 0.00 400 0.76
2025-08-14 13F Bnp Paribas Arbitrage, Sa 12,349 70.52 975 95.00
2025-08-12 13F Dimensional Fund Advisors Lp 915,805 -2.08 72,330 11.99
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 16,754 33.16 1,323 112.02
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 9,570 11.50 697 10.13
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 62 3.33 5 0.00
2025-08-12 13F Swiss National Bank 53,423 -6.31 4,219 7.14
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 5,817 0.48 428 1.43
2025-07-23 13F Klp Kapitalforvaltning As 5,500 1.85 436 16.31
2025-07-08 13F Parallel Advisors, LLC 65 0.00 5 25.00
2025-07-08 13F Atlas Brown,Inc. 5,893 0.44 465 14.81
2025-07-14 13F UMA Financial Services, Inc. 20 42.86 2
2025-07-11 13F Farther Finance Advisors, LLC 3,474 -3.69 274 10.48
2025-07-15 13F Ballentine Partners, LLC 3,538 0.20 279 14.81
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 1,012 -91.85 80 -90.78
2025-07-21 13F Stock Yards Bank & Trust Co 995,766 -3.88 78,646 9.93
2025-08-14 13F/A Skopos Labs, Inc. 1 0.00 0
2025-07-30 13F Ardent Capital Management, Inc. 3,380 267
2025-08-13 13F Norges Bank 16,433 1,298
2025-08-12 13F Jpmorgan Chase & Co 36,147 -40.14 2,855 -31.56
2025-07-25 13F Hemington Wealth Management 89 -1.11 0
2025-05-27 NP VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 1,802 0.00 124 -3.88
2025-08-11 13F Resurgent Financial Advisors LLC 5,951 0.07 470 14.39
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 141,160 -18.99 10,384 -18.21
2025-07-24 13F Jfs Wealth Advisors, Llc 7 250.00 1
2025-08-12 13F Charles Schwab Investment Management Inc 223,804 2.54 17,676 17.28
2025-08-14 13F Voloridge Investment Management, Llc 37,727 235.23 2,980 283.40
2025-08-14 13F Wealth Preservation Advisors, LLC 8,264 0.00 653 14.39
2025-07-25 NP SCHA - Schwab U.S. Small-Cap ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 128,296 -2.02 9,437 -1.08
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 12,340 2.45 898 1.24
2025-08-28 NP TPSC - Timothy Plan US Small Cap Core ETF 6,657 13.99 526 30.27
2025-08-05 13F Simplex Trading, Llc Put 1,500 0
2025-08-13 13F Victory Capital Management Inc 1,338,530 -1.44 105,717 12.71
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 7,722 7.55 562 6.24
2025-07-22 13F Old National Bancorp /in/ 3,175 0.00 251 14.16
2025-07-15 13F Public Employees Retirement System Of Ohio 96 92.00 8 133.33
2025-08-01 13F Envestnet Asset Management Inc 116,690 1,496.74 9,216 1,728.57
2025-08-07 13F Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 212 0.00 17 14.29
2025-08-25 NP TETAX - RBC Enterprise Fund A Shares 18,830 -12.90 1,487 -0.40
2025-05-06 13F MCF Advisors LLC 0 -100.00 0
2025-07-22 13F Joule Financial, LLC 4,643 0.00 368 14.29
2025-08-06 13F Commonwealth Equity Services, Llc 10,172 -15.80 1
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 2,305 41.15 168 39.17
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 27,657 -16.38 2,013 -17.40
2025-07-25 13F Cwm, Llc 475 1.06 0
2025-08-13 13F Pictet Asset Management Holding SA 4,093 0.00 323 14.54
2025-08-13 13F Bare Financial Services, Inc 10 1
2025-04-09 13F Cox Capital Mgt LLC 0 -100.00 0
2025-08-14 13F Aqr Capital Management Llc 8,577 20.08 677 37.32
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 50,200 0.73 3,693 1.68
2025-08-26 NP PCVAX - AllianzGI NFJ Small-Cap Value Fund A 33,563 -43.12 2,651 -34.95
2025-07-30 NP BFOR - Barron's 400 ETF 5,264 -29.46 387 -14.38
2025-08-08 13F SG Americas Securities, LLC 5,756 -42.31 0
2025-08-13 13F Jones Financial Companies Lllp 1,413 14.04 111 32.14
2025-07-24 13F IFP Advisors, Inc 0 0
2025-08-13 13F Renaissance Technologies Llc 8,900 134.21 703 167.94
2025-07-24 13F Baldwin Brothers Inc/ma 12,030 0.00 950 14.46
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 17,006 -4.61 1,251 -3.70
2025-08-29 NP SFSLX - 1919 Financial Services Fund Class C 45,473 0.00 3,591 14.36
2025-08-13 13F Northwestern Mutual Wealth Management Co 23 2
2025-08-27 NP Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 1,923 0.00 152 14.39
2025-07-28 NP VCSLX - Small Cap Index Fund 11,293 15.45 831 16.57
2025-05-08 13F XTX Topco Ltd 0 -100.00 0
2025-08-27 NP CCVAX - Calvert Small-Cap Fund Class A 182,904 0.00 14,446 14.36
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 2,779 0.00 202 -0.98
2025-04-30 13F Brown Advisory Inc 0 -100.00 0 -100.00
2025-08-05 13F Bank of New York Mellon Corp 127,875 -0.88 10,100 13.36
2025-08-14 13F Rafferty Asset Management, LLC 15,431 -8.62 1,219 4.46
2025-08-06 13F First Horizon Advisors, Inc. 14 1
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 62,154 10.02 4,572 11.08
2025-08-26 NP GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 1,205 -53.81 95 -47.22
2025-07-11 13F Seacrest Wealth Management, Llc 0 -100.00 0
2025-08-14 13F Jane Street Group, Llc 18,181 -63.07 1,436 -57.78
2025-07-24 13F Ronald Blue Trust, Inc. 4,000 0.00 316 14.13
2025-08-14 13F Aquatic Capital Management LLC 10,261 8.74 810 24.42
2025-07-15 13F Fortitude Family Office, LLC 2 0
2025-06-27 NP RSSL - Global X Russell 2000 ETF 15,564 6.73 1,133 5.40
2025-08-25 NP RSVIX - RBC Small Cap Value Fund Class I 1,520 -81.30 120 -78.61
2025-08-26 NP PEXMX - T. Rowe Price Extended Equity Market Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,580 -22.00 441 -10.93
2025-08-26 NP VIRTUS VARIABLE INSURANCE TRUST - Virtus KAR Small-Cap Value Series Class A 23,736 -2.06 1,875 12.01
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 7,533 -0.74 595 13.36
2025-05-06 13F Venturi Wealth Management, LLC 0 -100.00 0
2025-08-04 13F Amalgamated Bank 877 0.00 0
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 671 0.00 49 2.08
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 1,769 0.00 129 -1.54
2025-08-15 13F Great West Life Assurance Co /can/ 9,983 6.59 1
2025-07-29 NP VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 128,542 9.61 9,456 10.66
2025-06-25 NP GSATX - Goldman Sachs Small Cap Value Insights Fund Class A 27,361 -14.45 1,992 -15.53
2025-07-23 13F Harvey Investment Co Llc 28,307 -1.26 2 100.00
2025-07-16 13F Owen LaRue, LLC 13,015 1,028
2025-08-15 13F Morgan Stanley 526,441 11.19 41,578 27.16
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 257,661 1.91 18,755 0.64
2025-08-08 13F Atlanta Consulting Group Advisors, LLC 2,729 216
2025-08-28 NP TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 572 -35.00 45 -25.00
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 6,846 25.87 504 27.02
2025-08-12 13F Pathstone Holdings, LLC 22,491 -2.41 1,776 11.63
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 12,143 2.78 959 17.67
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 852 -1.27 62 -1.59
2025-08-27 NP RMBMX - RMB SMID Cap Fund Class I 16,281 0.00 1,286 14.32
2025-08-27 NP HCEGX - The Growth Equity Portfolio HC Strategic Shares 1,311 0.00 104 14.44
2025-08-12 13F Legal & General Group Plc 31,349 2.55 2,476 17.24
2025-07-17 13F Independence Bank of Kentucky 14,143 -0.70 1,117 13.63
2025-08-12 13F Clear Street Markets Llc 773 61
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 434 -2.91 32 -3.12
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 4,033 4.29 319 19.10
2025-08-13 13F ExodusPoint Capital Management, LP 8,127 1
2025-08-14 13F Royal Bank Of Canada 65,177 7.11 5,147 22.43
2025-07-16 13F Formidable Asset Management, LLC 28,611 0.00 1,976 0.00
2025-08-11 13F HighTower Advisors, LLC 12,137 959
2025-08-14 13F Clark Capital Management Group, Inc. 92,197 10.15 7,282 25.97
2025-08-07 13F Amica Retiree Medical Trust 2,200 -9.20 0
2025-05-28 NP QCEQRX - Equity Index Account Class R1 11,262 0.00 778 -3.60
2025-08-29 NP SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 2,936 0.00 232 14.36
2025-05-08 13F Gsa Capital Partners Llp 0 -100.00 0
2025-08-14 13F Susquehanna International Group, Llp 68,736 11.43 5,429 27.42
2025-08-06 13F Moors & Cabot, Inc. 3,072 0.00 243 14.15
2025-08-14 13F Susquehanna International Group, Llp Call 23,700 71.74 1,872 96.33
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 8,500 -10.53 671 2.29
2025-08-26 NP NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 4,420 -5.54 349 8.05
2025-08-26 NP FTKI - First Trust Small Cap BuyWrite Income ETF 49 8.89 4 0.00
2025-07-29 NP LONAX - Longboard Alternative Growth Fund Class A 2,197 162
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 92 -1.08 7 16.67
2025-08-13 13F Orleans Capital Management Corp/la 5,200 0.00 411 14.21
2025-08-08 13F/A Sterling Capital Management LLC 101 -77.15 8 -76.67
2025-08-08 13F Cetera Investment Advisers 4,617 365
2025-05-19 13F Alpha DNA Investment Management LLC 0 -100.00 0
2025-08-08 13F Geode Capital Management, Llc 646,383 -0.45 51,059 13.84
2025-08-11 13F Rothschild Investment Llc 55 37.50 4 100.00
2025-08-12 13F Prudential Financial Inc 3,387 257
2025-07-28 13F Bridges Investment Management Inc 3,897 0.00 308 14.13
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 7,915 3.60 657 24.67
2025-08-08 13F Intech Investment Management Llc 11,572 -18.43 914 -6.74
2025-08-14 13F RMB Capital Management, LLC 262,990 2.44 20,823 17.11
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 725 33.03 57 54.05
2025-08-15 13F Tower Research Capital LLC (TRC) 4,887 49.91 386 71.11
2025-06-26 NP DFSCX - U.s. Micro Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 176,093 -9.51 12,818 -10.64
2025-08-12 13F SRS Capital Advisors, Inc. 37 0.00 3 0.00
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 3,786 0.00 276 -1.43
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 16,772 0.91 1,325 15.43
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 102 21.43 7 16.67
2025-08-14 13F Citadel Advisors Llc Call 0 -100.00 0
2025-08-28 NP GMSMX - GuideMark(R) Small/Mid Cap Core Fund Service Shares 322 0.00 25 13.64
2025-06-18 NP REBYX - U.S. Small Cap Equity Fund Class Y 17,531 -29.50 1,276 -30.35
2025-05-15 13F Citadel Advisors Llc Put 0 -100.00 0 -100.00
2025-07-14 13F AdvisorNet Financial, Inc 29 2
2025-08-14 13F Quantinno Capital Management LP 5,742 454
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 529 11.60 42 28.13
2025-03-24 NP JSML - Janus Henderson Small Cap Growth Alpha ETF 6,897 -0.75 508 13.39
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 3,932 7.02 311 22.53
2025-08-18 13F Geneos Wealth Management Inc. 880 0.00 70 15.00
2025-08-14 13F Raymond James Financial Inc 18,427 61.26 1,455 84.41
2025-08-14 13F State Of Wisconsin Investment Board 6,760 -39.55 534 -30.96
2025-05-29 NP CSA - VictoryShares US Small Cap Volatility Wtd ETF 707 -34.42 49 -37.66
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 1,460 0.00 115 15.00
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 67,033 -3.55 4,879 -4.74
2025-08-04 13F Keybank National Association/oh 6,805 -16.30 537 -4.28
2025-07-11 13F Diversified Trust Co 8,191 -0.05 647 14.34
2025-07-16 13F Jentner Corp 16,551 0.45 1,307 14.95
2025-08-07 13F Amica Mutual Insurance Co 22,568 -17.18 2 0.00
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 1,878 7.31 148 23.33
2025-07-09 13F Harbor Capital Advisors, Inc. 102 21.43 0
2025-08-14 13F Cibc World Markets Corp 3,242 -42.95 256 -34.69
2025-07-23 13F Pillar Financial Advisors, LLC 1,575 0.00 124 14.81
2025-06-30 NP VT - Vanguard Total World Stock Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 15,398 0.00 1,121 -1.23
2025-08-14 13F Manufacturers Life Insurance Company, The 219,867 -2.22 17,365 11.83
2025-08-13 13F Cerity Partners LLC 18,479 -0.39 1,459 13.90
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 34,758 2.26 2,745 16.96
2025-06-26 NP TIEIX - TIAA-CREF Equity Index Fund Institutional Class 21,096 0.00 1,536 -1.22
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-13 13F Northern Trust Corp 265,913 -0.55 21,002 13.74
2025-08-14 13F Nfj Investment Group, Llc 35,911 -43.23 2,836 -35.07
2025-08-06 13F Rialto Wealth Management, LLC 1 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Proequities, Inc. 0 0
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 4,911 -34.94 388 -25.72
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 4,502 32.33 331 34.01
2025-08-20 NP ASMOX - AQR Small Cap Momentum Style Fund Class I 3,337 22.73 264 40.64
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 2,911 2.61 212 0.96
2025-08-14 13F Voya Investment Management Llc 7,283 2.10 575 16.87
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 16,288 0.00 1,198 1.01
2025-07-25 13F Sippican Capital Advisors 17,989 0.03 1,421 14.42
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 336 60.00 24 60.00
2025-08-14 13F Millennium Management Llc 75,103 760.48 5,932 885.22
2025-07-09 13F Northwest & Ethical Investments L.P. 0 -100.00 0 -100.00
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 1,752 -3.20 129 -2.29
2025-07-07 13F Wesbanco Bank Inc 3,180 0.00 251 14.61
2025-08-12 13F Rhumbline Advisers 42,046 7.75 3,321 23.24
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 5,807 36.22 0
2025-08-11 13F Alps Advisors Inc 5,264 1.23 416 15.60
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 3,314 0.00 262 14.47
2025-08-13 13F Invesco Ltd. 43,716 -8.44 3,453 4.70
2025-08-20 NP RUSC - U.S. Small Cap Equity Active ETF 623 49
2025-07-22 13F Firethorn Wealth Partners, Llc 14,698 0.44 1,161 14.85
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 2,466 14.17 195 30.20
2025-08-13 13F EverSource Wealth Advisors, LLC 111 11,000.00 9
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 8,088 1.86 589 0.51
2025-08-26 NP Profunds - Profund Vp Small-cap 60 3.45 5 0.00
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 37 2.78 3 0.00
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 5,084 2.87 402 17.60
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 223 0
2025-08-13 13F Baird Financial Group, Inc. 54,485 -1.64 4,303 12.50
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 11,416 -0.58 902 13.62
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 25 -13.79 2 -50.00
2025-06-18 NP NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 735 0.00 54 -1.85
2025-08-11 13F Vanguard Group Inc 1,928,762 2.16 152,334 16.83
2025-08-13 13F Marshall Wace, Llp 26,145 2,065
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 61,436 0.00 4,472 -1.26
2025-07-30 13F FNY Investment Advisers, LLC 100 0
2025-06-26 NP ISCG - iShares Morningstar Small-Cap Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,666 4.41 340 3.04
2025-08-04 13F Atria Investments Llc 3,637 287
2025-07-29 NP EBI - Longview Advantage ETF 240 7,900.00 18
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 13,561 -94.21 1,071 -93.38
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 4,981 5.02 393 20.18
2025-06-26 NP OWSMX - Old Westbury Small & Mid Cap Strategies Fund 235,000 -11.32 17,106 -12.43
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 14,423 -5.27 1,139 8.37
2025-07-10 13F Global Financial Private Client, LLC 0 -100.00 0
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 843 -34.55 67 4.76
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 258 706.25 19 800.00
2025-05-29 NP CSF - VictoryShares US Discovery Enhanced Volatility Wtd ETF 900 -25.12 62 -27.91
2025-08-14 13F Goldman Sachs Group Inc 78,653 -41.14 6,212 -32.68
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 1,121 0.00 82 1.23
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 474 -1.25 35 -2.86
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 5,092 13.23 402 80.27
2025-08-14 13F Dark Forest Capital Management Lp 26,217 -37.54 2,071 -28.57
2025-06-25 NP FYX - First Trust Small 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 29,713 -11.92 2,163 -13.03
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 144,684 -1.13 10,532 -2.36
2025-07-31 13F Quest Partners LLC 1 0
2025-08-05 13F Tiaa Trust, National Association 4,293 0.00 339 14.53
2025-08-14 13F Citadel Advisors Llc 4,723 -68.20 373 -63.61
2025-08-14 13F Comerica Bank 1,381 268.27 109 336.00
2025-06-25 NP FYC - First Trust Small Cap Growth AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 29,352 -11.50 2,137 -12.60
2025-07-18 13F Truist Financial Corp 2,627 207
2025-08-12 13F Franklin Resources Inc 18,359 2.83 1,450 17.61
2025-08-08 13F Pnc Financial Services Group, Inc. 14,641 -28.33 1,156 -18.01
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 75,187 0.00 5,473 -1.26
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 5,405 0.41 427 14.82
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 4 -98.98 0 -100.00
2025-06-25 NP FNCL - Fidelity MSCI Financials 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 8,364 5.17 609 3.75
2025-07-07 13F Versant Capital Management, Inc 166 0.00 13 18.18
2025-08-14 13F Balyasny Asset Management Llc 17,429 53.52 1,377 75.51
2025-08-07 13F Allworth Financial LP 859 0.59 68 3.08
2025-08-11 13F Public Employees Retirement Association Of Colorado 3,323 0.00 0
2025-05-05 13F Lindbrook Capital, Llc 559 0.00 39 -5.00
2025-08-28 NP SMAP - Amplify Small-Mid Cap Equity ETF 324 5.19 26 19.05
2025-08-14 13F Ubs Asset Management Americas Inc 79,823 51.63 6,304 73.43
2025-07-29 13F Barlow Wealth Partners, Inc. 61,517 0.00 5,028 9.47
2025-08-14 13F/A Barclays Plc 57,703 52.78 5 100.00
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 1,431 8.41 113 24.18
2025-08-13 13F Quantbot Technologies LP 2,495 -38.70 197 -29.89
2025-08-29 NP DTD - WisdomTree U.S. Total Dividend Fund N/A 2,339 -0.89 185 13.58
2025-07-29 NP RBB FUND, INC. - Adara Smaller Companies Fund 1,084 0.00 80 1.28
2025-08-14 13F Price T Rowe Associates Inc /md/ 26,529 1.05 2 100.00
2025-07-17 13F Chatham Capital Group, Inc. 45,010 -0.72 3,555 13.55
2025-08-14 13F Glenview Trust Co 59,736 6.70 4,718 22.01
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 6,427 -48.66 508 -41.32
2025-07-01 13F Private Client Services, Llc 7,280 0.00 575 14.34
2025-07-17 13F Baron Silver Stevens Financial Advisors, Llc 0 -100.00 0
2025-07-29 13F Mutual Of America Capital Management Llc 140,031 -0.98 11,060 13.24
2025-06-30 NP APITX - Yorktown Growth Fund Class L Shares 8,100 0.00 590 -1.34
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 8,435 -8.44 666 4.72
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 651,551 -7.26 51,459 6.07
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 2,679 0.00 212 14.05
2025-06-25 NP GCSIX - Goldman Sachs Small Cap Equity Insights Fund Institutional 7,793 -13.44 567 -14.48
2025-05-02 13F Larson Financial Group LLC 0 -100.00 0
2025-08-13 13F Hsbc Holdings Plc 2,557 -13.91 203 -1.94
2025-08-13 13F Russell Investments Group, Ltd. 65,884 -11.85 5,204 0.81
2025-08-14 13F EP Wealth Advisors, Inc. 3,748 296
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 2,001 15.46 146 14.17
2025-08-13 13F Arizona State Retirement System 8,154 -3.08 644 10.84
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 134 3.08 11 25.00
2025-07-25 13F Richardson Financial Services Inc. 120 0.00 10 12.50
2025-08-08 13F Creative Planning 27,095 13.91 2,140 30.27
2025-08-12 13F CIBC Private Wealth Group, LLC 21 -25.00 2 0.00
2025-08-26 NP FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF 1,587 28.81 125 47.06
2025-08-29 NP John Hancock Financial Opportunities Fund 79,829 0.00 6,305 14.37
2025-08-14 13F Adage Capital Partners Gp, L.l.c. 138,300 7.79 10,923 23.27
2025-08-14 13F Mariner, LLC 30,388 -1.99 2,400 12.10
2025-07-02 13F First Financial Bank - Trust Division 5,866 0.00 463 14.32
2025-08-27 NP RMBBX - RMB Small Cap Fund Class I 58,517 0.00 4,622 14.35
2025-08-14 13F Main Street Financial Solutions, LLC 2,742 217
2025-08-25 NP MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 9,312 0.00 735 14.31
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 30,859 2.09 2,437 16.77
2025-07-28 NP NBGNX - Neuberger Berman Genesis Fund Investor Class 999,404 -0.33 73,516 0.62
2025-07-23 13F Independent Solutions Wealth Management, LLC 3,379 0.39 267 14.66
2025-08-06 13F Rps Advisory Solutions Llc 5,815 -36.04 459 -26.79
2025-08-01 13F Teacher Retirement System Of Texas 5,295 23.54 418 41.69
2025-08-27 13F/A Squarepoint Ops LLC 32,114 412.27 2,536 487.04
2025-09-03 13F American Trust 6,880 8.26 543 23.97
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 34,515 9.47 2,512 8.09
2025-07-23 NP CFSSX - Column Small Cap Select Fund 13,658 21.61 1,005 22.74
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 3,713 0.00 270 -1.10
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 417,355 -0.37 32,963 13.94
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 1,461 0.00 115 15.00
2025-08-08 13F Principal Financial Group Inc 16,169 1,277
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 786 -84.06 62 -81.76
2025-08-28 NP SIVIX - State Street Institutional Small-Cap Equity Fund Investment Class 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 17,881 -32.52 1,412 -22.84
2025-08-12 13F American Century Companies Inc 230,628 -17.54 18,215 -5.70
2025-08-13 13F Natixis Advisors, L.p. 227,445 18
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 967 -0.41 76 13.43
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 5 0
2025-08-12 13F BlackRock, Inc. 1,932,052 -3.96 152,593 9.83
2025-08-13 13F MetLife Investment Management, LLC 15,717 3.42 1,241 18.30
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 167 -95.56 13 -94.98
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 165,338 -10.48 12,035 -11.60
2025-07-25 13F Stephens Consulting, LLC 1 -90.00 0
2025-07-29 NP JSTC - Adasina Social Justice All Cap Global ETF 769 14.95 57 16.67
2025-06-23 NP Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio 25,477 0.00 1,854 -1.23
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 14,850 0.00 1,173 14.34
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 2,200 0.00 162 0.63
2025-08-14 13F Hrt Financial Lp 0 -100.00 0
2025-08-13 13F Quadrant Capital Group Llc 4,610 -6.45 364 7.06
2025-08-14 13F Ameriprise Financial Inc 212,503 0.10 16,784 14.48
2025-08-27 NP CDOFX - Crawford Small Cap Dividend Fund - Class I 56,182 -27.57 4,437 -17.16
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 18,807 6.43 1,485 21.72
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 4,862 16.32 354 14.61
2025-06-18 NP GMRAX - Nationwide Small Cap Index Fund Class A 2,230 0.00 162 -1.22
2025-08-14 13F Mml Investors Services, Llc 2,954 0
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 11,541 0.00 912 14.30
2025-08-14 13F Oxford Financial Group Ltd 145,756 0.08 11,512 14.46
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 7 0.00 1
2025-08-11 13F Covestor Ltd 577 15.86 0
2025-08-12 13F Deutsche Bank Ag\ 18,730 -14.38 1,479 -2.05
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 42,371 28.08 2,926 23.56
2025-07-22 13F DAVENPORT & Co LLC 17,876 1,412
2025-08-14 13F California State Teachers Retirement System 25,710 1.51 2,031 16.07
2025-08-14 13F Wells Fargo & Company/mn 171,367 86.54 13,535 113.34
2025-08-14 13F UBS Group AG 94,645 -9.94 7,475 3.00
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 1,716 0.00 125 -1.59
2025-08-25 NP ETEGX - Eaton Vance Small-Cap Fund Class A 22,932 0.00 1,811 14.40
2025-06-17 NP MMSMX - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 26,900 39.38 1,958 37.69
2025-08-25 NP MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Value Fund Class 124,999 -1.10 9,872 13.11
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 19,200 0.00 1,412 1.00
2025-08-19 NP RIFBX - U.S. Small Cap Equity Fund 3,968 -21.87 313 -10.57
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 63,619 2.68 4,631 1.38
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 2,948 0.00 217 0.93
2025-06-26 NP USMIX - Extended Market Index Fund 3,226 -2.68 235 -4.10
2025-08-12 13F Archer Investment Corp 1,329 105
2025-08-12 13F MAI Capital Management 326 26
2025-08-14 13F Tudor Investment Corp Et Al 16,855 1,331
2025-07-14 13F GAMMA Investing LLC 408 26.32 32 45.45
2025-08-08 13F KBC Group NV 830 -49.64 0
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 85,811 5.02 6,246 3.72
2025-08-27 NP Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A 95,521 11.88 7,544 27.95
2025-09-04 13F/A Advisor Group Holdings, Inc. 13,356 76.06 1,002 91.40
2025-08-12 13F Martin Worley Group 23,179 0.00 1,831 14.38
2025-08-08 13F Thoroughbred Financial Services, Llc 0 -100.00 0
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 922,483 1.11 72,858 15.63
2025-05-06 13F Proficio Capital Partners LLC 0 -100.00 0 -100.00
2025-08-22 NP Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Small Cap Value Fund Class 3 42,407 0.00 3,349 14.38
2025-08-12 13F Handelsbanken Fonder AB 5,300 0.00 0
2025-08-07 13F Parkside Financial Bank & Trust 480 4.35 38 19.35
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 586 4.27 46 21.05
2025-07-31 13F Nisa Investment Advisors, Llc 270 0.00 21 16.67
2025-06-18 NP RTSSX - Tax-Managed U.S. Mid & Small Cap Fund Class S 29,505 0.00 2,148 -1.24
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 147,869 0.59 10,877 1.56
2025-06-27 NP OSCV - Opus Small Cap Value ETF 153,334 12.85 11,161 11.44
2025-05-12 13F Simplex Trading, Llc Call 0 -100.00 0
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 400 -90.84 32 -89.70
Other Listings
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