UTB - Unity Bancorp, Inc. Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham (DB)

Unity Bancorp, Inc.
DE ˙ DB ˙ US9132901029
€ 45.20 ↑0.40 (0.89%)
2025-09-05
BAHAGING PRESYO
Mga Batayang Estadistika
Pemilik Institusional 309 total, 309 long only, 0 short only, 0 long/short - change of 6.92% MRQ
Harga Saham 45.20
Alokasi Portofolio Rata-rata 0.0808 % - change of 3.97% MRQ
Jumlah Saham Beredar shares (source: Capital IQ)
Saham Institusional (Jangka Panjang) 5,984,956 - 59.65% (ex 13D/G) - change of -0.04MM shares -0.60% MRQ
Nilai Institusional (Jangka Panjang) $ 271,274 USD ($1000)
Kepemilikan Institusional dan Pemegang Saham

Unity Bancorp, Inc. (DE:UTB) memiliki 309 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 5,984,956 saham. Pemegang saham terbesar meliputi BlackRock, Inc., Banc Funds Co Llc, Dimensional Fund Advisors Lp, Vanguard Group Inc, Alliancebernstein L.p., Wellington Management Group Llp, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, IWM - iShares Russell 2000 ETF, Geode Capital Management, Llc, and American Century Companies Inc .

Struktur kepemilikan institusional Unity Bancorp, Inc. (DB:UTB) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.

The share price as of September 5, 2025 is 45.20 / share. Previously, on September 6, 2024, the share price was 29.40 / share. This represents an increase of 53.74% over that period.

DE:UTB / Unity 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
(%)
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 2 0.00 0
2025-07-29 NP Zacks Trust - Zacks Small-Cap Core Fund Investor Class Shares 9,255 0.00 409 -6.83
2025-07-07 13F Delphi Management Inc /ma/ 30,523 -4.53 1 0.00
2025-08-12 13F Coldstream Capital Management Inc 0 -100.00 0
2025-07-28 NP AVUS - Avantis U.S. Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,120 17.51 138 8.73
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 1,545 12.61 73 30.91
2025-06-27 NP COAGX - Caldwell & Orkin - Gator Capital Long/Short Fund 5,051 209
2025-08-12 13F Nuveen, LLC 10,423 -18.25 491 -5.41
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 1,870 -55.39 88 -4.35
2025-05-07 13F Foundations Investment Advisors, LLC 0 -100.00 0 -100.00
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 130 6
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 1,452 2,492.86 60 2,900.00
2025-08-13 13F EverSource Wealth Advisors, LLC 128 12,700.00 6
2025-08-12 13F Hillsdale Investment Management Inc. 6,480 0.00 305 15.97
2025-07-08 13F Parallel Advisors, LLC 15 1
2025-06-18 NP GMRAX - Nationwide Small Cap Index Fund Class A 573 -19.64 24 -32.35
2025-07-29 NP SECAX - SIIT Small Cap II Fund - Class A 1,120 -9.68 50 -15.52
2025-08-14 13F Wellington Management Group Llp 248,707 -1.15 11,709 14.35
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 4,711 -5.17 208 -11.49
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 32,607 1,350
2025-08-11 13F Martingale Asset Management L P 6,103 -13.03 287 0.70
2025-06-26 NP TMAAX - Thrivent Moderately Aggressive Allocation Fund Class A 1,795 78.43 74 54.17
2025-08-11 13F Citigroup Inc 3,127 -43.05 147 -34.08
2025-07-28 NP URTY - ProShares UltraPro Russell2000 515 -28.77 23 -35.29
2025-05-09 13F GeoWealth Management, LLC 0 -100.00 0
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 200 0.00 9 12.50
2025-08-13 13F Hsbc Holdings Plc 6,056 5.12 287 21.61
2025-08-27 13F/A Squarepoint Ops LLC 10,576 498
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 54,260 -4.28 2,246 -18.03
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 221,133 0.04 10,411 15.72
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 317 0.00 14 -6.67
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 1,600 1,500.00 71 1,650.00
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 9,789 29.14 461 49.35
2025-08-12 13F Picton Mahoney Asset Management 0 -100.00 0
2025-08-12 13F Steward Partners Investment Advisory, Llc 45 0.00 2 100.00
2025-08-14 13F California State Teachers Retirement System 522 0.00 25 14.29
2025-08-12 13F Charles Schwab Investment Management Inc 20,700 7.23 975 24.08
2025-06-26 NP DFSVX - U.s. Small Cap 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 53,950 -8.91 2,234 -22.00
2025-08-15 13F Morgan Stanley 91,199 70.72 4,294 97.47
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 2,900 0.00 137 15.25
2025-08-29 NP BSVO - EA Bridgeway Omni Small-Cap Value ETF 41,008 9.48 1,931 26.64
2025-08-14 13F Royal Bank Of Canada 6,297 -9.25 296 4.59
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 3,452 -0.80 163 14.89
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 4,380 0.00 206 15.73
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 2,341 33,342.86 110
2025-08-14 13F Bridgeway Capital Management Inc 84,931 4.44 3,999 20.82
2025-08-14 13F Bnp Paribas Arbitrage, Sa 2,883 14.81 136 32.35
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 678 133.79 32 416.67
2025-06-26 NP DFUV - Dimensional US Marketwide Value ETF 3,592 0.00 149 -14.45
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 12,024 0.00 566 15.75
2025-05-12 13F Virtu Financial LLC 0 -100.00 0
2025-08-14 13F Alliancebernstein L.p. 348,790 3.76 16,421 20.04
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 2,383 0.00 99 -14.78
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 1,263 6.94 52 -8.77
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 35,748 11.15 1,580 3.47
2025-08-12 13F Prudential Financial Inc 6,600 -60.60 311 -54.48
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 718 -14.11 34 -2.94
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 149 -20.74 6 -25.00
2025-08-13 13F Kennedy Capital Management, Inc. 59,480 7.76 2,800 24.67
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 100,022 -0.17 4,709 15.50
2025-08-14 13F Goldman Sachs Group Inc 29,802 -10.21 1,403 3.93
2025-08-13 13F MetLife Investment Management, LLC 4,046 0.00 190 15.85
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 147 2.08 6 0.00
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 6,402 6.82 301 23.87
2025-08-06 13F Commonwealth Equity Services, Llc 11,893 0.30 1
2025-05-15 13F Creative Planning 0 -100.00 0
2025-08-11 13F Covestor Ltd 24 -14.29 0
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 3,407 0.03 160 15.94
2025-08-11 13F Royce & Associates Lp 145,820 -0.15 6,865 15.49
2025-08-25 NP TMVAX - RBC Microcap Value Fund A Shares 5,650 0.00 266 16.16
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 806 2.68 33 -10.81
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 1,476 0.00 61 -14.08
2025-08-12 13F O'shaughnessy Asset Management, Llc 6,652 -6.90 313 7.93
2025-08-13 13F Renaissance Technologies Llc 14,000 6.06 659 22.72
2025-08-08 13F SG Americas Securities, LLC 0 -100.00 0
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 2,259 -7.00 106 8.16
2025-08-28 NP SSBIX - State Street Balanced Index Fund Class K 67 0.00 3 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 2,451 0.00 101 -14.41
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 2,785 115
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 70,022 -0.22 2,899 -14.59
2025-08-28 NP SMVIX - Simt Small Cap Value Fund Class I 5,056 67.36 238 95.08
2025-06-20 NP JSML - Janus Henderson Small Cap Growth Alpha ETF 1,798 -22.83 74 -33.93
2025-08-26 13F/A Thrivent Financial For Lutherans 11,583 -14.16 1
2025-08-19 13F Hohimer Wealth Management, Llc 4,314 203
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 0 -100.00 0
2025-07-28 NP DWAS - Invesco DWA SmallCap Momentum 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 55,527 -17.87 2,455 -23.55
2025-07-29 NP RBB FUND, INC. - Adara Smaller Companies Fund 63,780 0.00 2,819 -6.90
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 7,311 0.63 323 -6.38
2025-08-28 NP SLLAX - SIMT Small Cap Fund Class F 10,202 45.22 480 68.42
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 194 53.97 9 80.00
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 120 -3.23 5 0.00
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 4,581 0.00 216 15.59
2025-07-31 13F Nisa Investment Advisors, Llc 8 0.00 0
2025-08-14 13F Banc Funds Co Llc 524,218 -13.34 24,680 0.24
2025-07-29 NP EBI - Longview Advantage ETF 30 1
2025-07-23 13F John W. Rosenthal Capital Management, Inc. 52,000 0.00 2,448 15.69
2025-08-15 NP RCPFX - Royce Capital Fund - Small-Cap Portfolio Investment Class 72,303 0.00 3,404 15.70
2025-07-24 13F IFP Advisors, Inc 69 -8.00 5 33.33
2025-08-14 13F Occudo Quantitative Strategies Lp 4,514 213
2025-08-12 13F Deutsche Bank Ag\ 2,680 -30.30 126 -19.23
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 26 0.00 1 0.00
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 332 0.00 15 -6.67
2025-08-14 13F/A Barclays Plc 20,915 46.60 1
2025-07-25 NP USCRX - Cornerstone Moderately Aggressive Fund 2,723 120
2025-08-26 NP GSCYX - SMALL CAP EQUITY FUND Institutional 4,348 0.00 205 15.91
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 570 -14.16 27 -3.70
2025-06-03 13F CWM Advisors, LLC 0 -100.00 0
2025-08-14 13F Maltese Capital Management Llc 155,000 9.00 7,297 26.09
2025-08-13 13F Invesco Ltd. 67,304 -8.43 3,169 5.92
2025-08-27 NP OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 1,054 50.79 50 75.00
2025-08-07 13F Los Angeles Capital Management Llc 5,920 279
2025-08-08 13F Hartland & Co., LLC 1 0
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 1,544 18.22 73 35.85
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 1,091 26.57 48 20.00
2025-07-24 NP BDSIX - BlackRock Advantage Small Cap Core Fund Institutional Shares This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,184 0.00 229 -6.91
2025-08-08 13F SBI Securities Co., Ltd. 31 0.00 1 0.00
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 123,108 18.14 5,442 9.96
2025-07-17 13F Janney Montgomery Scott LLC 0 -100.00 0
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 831 -14.42 39 0.00
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 30 7.14 1 0.00
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 808 -34.26 38 -24.00
2025-08-12 13F American Century Companies Inc 163,312 17.67 7,689 36.12
2025-08-14 13F UBS Group AG 9,494 -14.59 447 -1.33
2025-04-28 NP FDLS - Inspire Fidelis Multi Factor ETF 18,690 -37.50 888 6.10
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 2,197 24.83 103 45.07
2025-08-26 NP AFMCX - Acuitas US Microcap Fund Institutional Shares 4,699 -0.86 221 15.10
2025-08-12 13F Dynamic Technology Lab Private Ltd 0 -100.00 0
2025-08-14 13F Aqr Capital Management Llc 10,142 -11.18 477 2.80
2025-08-13 13F Arrowstreet Capital, Limited Partnership 17,653 3.74 831 20.09
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 1,325 -28.65 62 -17.33
2025-07-29 NP SLPAX - Siit Small Cap Fund - Class A 1,670 0.00 74 -7.59
2025-08-14 13F Lazard Asset Management Llc 17,844 228.62 1
2025-08-14 13F Jacobs Levy Equity Management, Inc 19,423 0.74 914 16.58
2025-08-13 13F Quantbot Technologies LP 2,993 141
2025-08-26 NP JSCSX - JPMorgan U.S. Small Company Fund Class I 11,755 -11.01 553 2.98
2025-08-08 13F/A Sterling Capital Management LLC 113 -7.38 5 25.00
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 2,408 0.00 113 15.31
2025-07-09 13F Harbor Capital Advisors, Inc. 126 -13.10 0
2025-08-13 13F Russell Investments Group, Ltd. 381 0.00 18 13.33
2025-08-11 13F Empowered Funds, LLC 41,064 9.63 1,933 26.84
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 2,217 -38.28 104 -28.77
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 7 0.00 0
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 246 55.70 12 83.33
2025-08-08 13F Cetera Investment Advisers 8,335 7.27 392 24.05
2025-08-06 13F Princeton Capital Management Llc 6,113 0.00 288 15.73
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 17 0.00 1
2025-07-28 NP VCSLX - Small Cap Index Fund 3,013 11.30 133 3.91
2025-08-12 13F Jpmorgan Chase & Co 49,849 -39.84 2,347 -30.43
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 292 12
2025-08-12 13F Legal & General Group Plc 735 25.43 35 47.83
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 74,071 0.00 3,067 -14.38
2025-05-15 13F Janus Henderson Group Plc 0 -100.00 0
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 1,114 0.00 52 15.56
2025-06-26 NP TAAAX - Thrivent Aggressive Allocation Fund Class A 1,008 78.72 42 51.85
2025-08-18 13F Geneos Wealth Management Inc. 14 0.00 1
2025-08-13 13F Gator Capital Management, LLC 33,256 40.17 1,566 62.18
2025-05-15 13F Man Group plc 0 -100.00 0 -100.00
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 4,424 0.00 208 15.56
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 24,570 55.44 1,017 33.12
2025-08-04 13F Strs Ohio 1,200 0.00 56 16.67
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 1,882 78
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 5,400 0.00 254 15.98
2025-07-30 13F Axecap Investments, LLC 43,404 42.82 2,043 65.29
2025-08-28 NP VYSVX - Vericimetry U.S. Small Cap Value Fund 400 0.00 19 12.50
2025-08-12 13F Ameritas Investment Partners, Inc. 748 41.67 35 66.67
2025-08-11 13F Lsv Asset Management 0 -100.00 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 246 -21.66 12 -8.33
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 304 60.00 13 33.33
2025-08-05 13F Bank of New York Mellon Corp 40,798 5.56 1,921 22.06
2025-08-14 13F Ameriprise Financial Inc 27,494 41.23 1,294 63.38
2025-08-20 NP ASMOX - AQR Small Cap Momentum Style Fund Class I 2,442 -32.99 115 -22.97
2025-06-27 NP RSSL - Global X Russell 2000 ETF 4,227 4.60 175 -10.77
2025-06-25 NP TASVX - PGIM QMA SMALL-CAP VALUE FUND Class Z 12,500 0.00 518 -14.40
2025-08-14 13F Bank Of America Corp /de/ 13,317 15.19 627 33.19
2025-08-27 NP Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 2,100 0.00 99 15.29
2025-08-14 13F Millennium Management Llc 8,249 -81.34 388 -78.43
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 1,469 0.00 69 16.95
2025-08-28 NP STMSX - Simt Tax-managed Small/mid Cap Fund Class F 8,776 99.23 413 130.73
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 1,448 0.00 68 17.24
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 637 109.54 26 85.71
2025-03-28 NP GSATX - Goldman Sachs Small Cap Value Insights Fund Class A 16,548 0.00 800 25.00
2025-06-20 NP JSMD - Janus Henderson Small/Mid Cap Growth Alpha ETF 2,258 -7.27 93 -20.51
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 511 4.29 21 -8.70
2025-05-09 13F R Squared Ltd 0 -100.00 0
2025-08-13 13F Panagora Asset Management Inc 18,825 -47.95 886 -39.77
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 4,043 0.00 190 15.85
2025-08-13 13F Jump Financial, LLC 5,222 246
2025-08-14 13F Cubist Systematic Strategies, LLC 9,758 459
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 649 -9.23 31 3.45
2025-08-14 13F Fmr Llc 2,214 -2.47 104 13.04
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 6,942 0.00 287 -14.33
2025-08-04 13F Amalgamated Bank 244 0.00 0
2025-08-13 13F First Trust Advisors Lp 6,402 6.82 301 23.87
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 31,826 -3.62 1,498 11.54
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 55,215 1.54 2,286 -13.08
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 471 0.00 19 -13.64
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 208,153 -10.98 9,800 2.96
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 578 -5.56 27 12.50
2025-08-13 13F Advisor Group Holdings, Inc. 21 1
2025-08-15 13F State of Tennessee, Treasury Department 0 -100.00 0
2025-07-23 NP CFSLX - Column Small Cap Fund 290 0.00 13 -7.69
2025-07-24 13F Us Bancorp \de\ 4 -91.11 0 -100.00
2025-07-28 13F BRYN MAWR TRUST Co 162 0.00 8 16.67
2025-08-12 13F BlackRock, Inc. 537,533 -7.38 25,307 7.14
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 1,024 25.34 48 45.45
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 8,592 8.81 380 1.34
2025-07-31 13F Whipplewood Advisors, LLC 6 -99.51 0
2025-08-27 NP Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 1,122 -78.25 53 -75.12
2025-08-28 NP IWC - iShares Micro-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 16,544 4.27 779 20.62
2025-07-25 13F Cwm, Llc 517 -15.52 0
2025-08-14 13F Jane Street Group, Llc 12,323 77.46 580 105.67
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 3,541 0.00 147 -14.62
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 411 0.00 17 -10.53
2025-08-14 13F State Street Corp 122,250 12.95 5,756 30.65
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 11,701 8.57 517 1.17
2025-08-11 13F Pacific Ridge Capital Partners, LLC 157,593 -1.48 7,419 13.96
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 107 -24.11 4 -33.33
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 4,100 -45.78 193 -37.13
2025-08-12 13F Corebridge Financial, Inc. 0 -100.00 0
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 2,256 -14.22 106 -0.93
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 1,592 0.00 75 15.63
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 117 -14.60 6 66.67
2025-07-16 13F Signaturefd, Llc 9 0
2025-08-25 NP SQLV - Legg Mason Small-Cap Quality Value ETF 2,695 -7.71 127 6.78
2025-08-14 13F State Of Wisconsin Investment Board 0 -100.00 0
2025-08-14 13F Polymer Capital Management (US) LLC 5,926 -7.71 279 6.51
2025-08-28 NP SPWIX - Simt Small Cap Growth Fund Class I 1,203 57
2025-08-07 13F Acadian Asset Management Llc 97,948 0.00 5 33.33
2025-08-27 NP Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 383 0.00 18 20.00
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 308 14
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 13,170 -2.50 545 -16.54
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 671 0.00 30 -6.45
2025-08-15 NP Royce Micro-cap Trust, Inc /md/ 34,188 0.00 1,610 15.67
2025-08-26 NP PSGIX - Blackrock Advantage Small Cap Growth Fund Institutional This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,210 57
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 2,260 151.11 106 194.44
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 1,204 19.09 57 36.59
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 17,610 4.07 729 -10.88
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 30,075 380.58 1,416 932.85
2025-06-26 NP AALGX - Thrivent Global Stock Fund Class A 1,207 78.55 50 53.13
2025-08-26 NP NOSGX - Northern Small Cap Value Fund 15,431 726
2025-06-26 NP TCAAX - Thrivent Moderately Conservative Allocation Fund Class A 177 78.79 7 75.00
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 13,351 43.68 590 33.79
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 37 2.78 2 0.00
2025-08-12 13F Proequities, Inc. 0 0
2025-08-15 13F Tower Research Capital LLC (TRC) 713 -43.64 34 -35.29
2025-04-17 13F Ritholtz Wealth Management 0 -100.00 0
2025-08-14 13F Sei Investments Co 6,469 9.74 305 27.20
2025-05-28 NP QCEQRX - Equity Index Account Class R1 3,873 0.00 158 -6.55
2025-07-18 13F Truist Financial Corp 50,577 8.99 2,381 26.11
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 9,079 9.66 401 2.04
2025-08-26 NP AZBAX - AllianzGI Small-Cap Fund Class A 3,539 0.00 167 15.28
2025-07-14 13F GAMMA Investing LLC 56 -16.42 3 0.00
2025-08-13 13F New York State Common Retirement Fund 2,061 0.00 0
2025-05-15 13F Virtus Investment Advisers, Inc. 0 -100.00 0
2025-08-15 13F CI Private Wealth, LLC 5,522 260
2025-05-15 13F PDT Partners, LLC 0 -100.00 0
2025-08-13 13F Marshall Wace, Llp 29,898 300.83 1,408 364.36
2025-08-08 13F Geode Capital Management, Llc 164,189 4.26 7,732 20.61
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 4,511 0.00 199 -7.01
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 1,875 0.00 88 15.79
2025-08-26 NP NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 1,694 -5.57 80 8.22
2025-08-14 13F Citadel Advisors Llc 0 -100.00 0
2025-08-29 NP DGRS - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 7,662 -1.87 361 13.56
2025-08-14 13F Two Sigma Investments, Lp 23,580 1,110
2025-08-15 NP RYVFX - Royce Small-Cap Value Fund Service Class 36,634 0.00 1,725 15.63
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 2,363 -13.98 111 0.00
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 7,945 0.00 329 -14.58
2025-08-14 13F Wells Fargo & Company/mn 5,395 13.51 254 31.61
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 906 110.70 43 147.06
2025-07-28 NP HDG - ProShares Hedge Replication ETF 9 12.50 0
2025-05-08 13F Gsa Capital Partners Llp 0 -100.00 0
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 10,241 -10.59 424 -23.51
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 1,545 -3.56 68 -10.53
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 5,993 3.45 265 -4.00
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 748 41.67 35 66.67
2025-08-26 NP PSOPX - JPMorgan Small Cap Value Fund Class I 4,177 -78.71 197 -75.44
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 24,551 4.29 1,016 -10.72
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 3,830 51.98 180 76.47
2025-08-12 13F EAM Investors, LLC 0 -100.00 0
2025-08-26 NP Profunds - Profund Vp Small-cap 17 6.25 1
2025-08-26 NP BOSVX - Omni Small-Cap Value Fund Class N 43,867 0.00 2,065 15.69
2025-08-12 13F Franklin Resources Inc 4,424 208
2025-08-14 13F Two Sigma Advisers, Lp 5,200 245
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 2,517 10.54 118 28.26
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 8,609 0.00 405 15.71
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 34,317 -48.93 1,616 -40.93
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 7,534 6.43 355 22.92
2025-08-13 13F Northern Trust Corp 77,302 33.62 3,639 54.59
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 50,651 -12.53 2,097 -25.12
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 42 0.00 2 0.00
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 73 -29.81 3 -40.00
2025-08-14 13F Susquehanna International Group, Llp 9,998 -4.63 471 10.33
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 6,548 0.00 308 15.79
2025-08-28 NP AXVNX - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 507 0.00 24 15.00
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 3,940 41.02 185 63.72
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 157 0.00 7 -14.29
2025-08-12 13F Zacks Investment Management 9,255 0.00 436 15.69
2025-08-14 13F GWM Advisors LLC 257 5.76 12 33.33
2025-08-12 13F Rhumbline Advisers 10,805 3.69 509 19.81
2025-08-13 13F Quadrant Capital Group Llc 0 -100.00 0
2025-08-27 NP JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 1,925 -15.38 91 -2.17
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 963 0.00 40 -15.22
2025-07-28 NP VVSCX - Small Cap Value Fund 4,311 -26.82 191 -31.90
2025-08-06 13F True Wealth Design, LLC 4 0.00 0
2025-08-07 13F Allworth Financial LP 1,402 0.00 66 13.79
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 24,361 -1.06 1,009 -15.29
2025-08-11 13F Vanguard Group Inc 412,865 2.07 19,438 18.07
2025-08-28 NP SEIS - SEI Select Small Cap ETF 6,954 12.34 327 30.28
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 6,284 0.00 278 -7.05
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 2,295 -11.56 108 2.86
2025-08-13 13F Northwestern Mutual Wealth Management Co 0 -100.00 0
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 4,037 -3.72 190 11.76
2025-08-12 13F Segall Bryant & Hamill, Llc 36,676 -10.46 1,727 3.54
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 633 0.00 30 16.00
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 8 0.00 0
2025-08-14 13F Point72 (DIFC) Ltd 26 1
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 664 31
2025-07-28 NP UWM - ProShares Ultra Russell2000 707 -18.74 31 -24.39
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 33,161 0.86 1,466 -6.15
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 554 295.71 26 766.67
2025-07-15 13F Public Employees Retirement System Of Ohio 2,891 0.00 136 16.24
2025-08-15 13F Kestra Advisory Services, LLC 5,268 -3.60 248 11.71
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 961 60.17 40 69.57
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 21,178 -8.95 877 -22.06
2025-06-18 NP NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 986 0.00 41 -14.89
2025-08-13 13F Victory Capital Management Inc 6,982 387.57 329 1,829.41
2025-08-26 NP SCRSX - Small Cap Core Portfolio SCB Class 7,090 334
2025-06-26 NP USMIX - Extended Market Index Fund 737 -5.75 31 -18.92
2025-06-26 NP THMAX - Thrivent Moderate Allocation Fund Class A 1,111 78.04 46 50.00
2025-08-05 13F Simplex Trading, Llc 25 -69.51 0
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 845 0.00 40 14.71
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 10 -9.09 0
2025-08-12 13F Dimensional Fund Advisors Lp 470,907 -0.66 22,171 14.91
2025-08-14 13F Raymond James Financial Inc 37,303 11.88 1,756 29.40
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 2,373 -13.24 112 0.00
2025-08-26 NP IJSIX - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 2,078 -9.14 98 4.30
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