0A55 - QuidelOrtho Corporation Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham (LSE)

QuidelOrtho Corporation
GB ˙ LSE ˙ US2197981051
Mga Batayang Estadistika
Pemilik Institusional 624 total, 613 long only, 6 short only, 5 long/short - change of 10.23% MRQ
Alokasi Portofolio Rata-rata 0.1469 % - change of -22.60% MRQ
Jumlah Saham Beredar shares (source: Capital IQ)
Saham Institusional (Jangka Panjang) 99,360,312 - 146.33% (ex 13D/G) - change of 7.97MM shares 8.72% MRQ
Nilai Institusional (Jangka Panjang) $ 2,512,112 USD ($1000)
Kepemilikan Institusional dan Pemegang Saham

QuidelOrtho Corporation (GB:0A55) memiliki 624 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 99,472,358 saham. Pemegang saham terbesar meliputi T. Rowe Price Investment Management, Inc., BlackRock, Inc., Vanguard Group Inc, Rubric Capital Management LP, IJR - iShares Core S&P Small-Cap ETF, VSCAX - Invesco Small Cap Value Fund Class A, State Street Corp, Fmr Llc, Dimensional Fund Advisors Lp, and RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. .

Struktur kepemilikan institusional QuidelOrtho Corporation (LSE:0A55) 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%.

GB:0A55 / QuidelOrtho Corporation Institutional Ownership
Skor Sentimen Dana

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

Frekuensi Pembaruan: Setiap Hari

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

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
(%)
2025-07-24 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 122,338 0.88 3,752 -22.62
2025-06-26 NP PBAIX - Blackrock Tactical Opportunities Fund Institutional This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,333 0.00 37 -35.09
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio 96,912 12.63 2,793 -7.18
2025-08-26 NP Profunds - Profund Vp Small-cap Value 1,448 0.77 42 -18.00
2025-08-27 NP VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 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 113,995 -43.07 3,285 -53.08
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 259,880 176.16 7,222 76.62
2025-08-13 13F Gabelli Funds Llc 132,230 -9.14 3,811 -25.13
2025-07-10 13F Moody National Bank Trust Division 51,584 5.49 1,487 -13.10
2025-08-13 13F Amundi 17,892 540
2025-08-28 NP WFIVX - Wilshire 5000 Index Fund Investment Class 264 0.00 8 -22.22
2025-05-14 13F Peak6 Llc Call 0 -100.00 0 -100.00
2025-08-08 13F Geode Capital Management, Llc 1,678,670 46.11 48,385 20.39
2025-08-26 NP TMED - T. Rowe Price Health Care ETF 976 28
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB 161,000 0.00 4,640 -17.58
2025-05-15 13F Atom Investors LP 0 -100.00 0
2025-08-28 NP SPSM - SPDR(R) Portfolio Small Cap ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 561,108 -1.39 16,171 -18.73
2025-07-31 13F Caitong International Asset Management Co., Ltd 242 324.56 7 500.00
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 5,040 -2.65 155 -25.60
2025-08-04 13F Amalgamated Bank 18,838 -4.63 1
2025-07-23 13F Klp Kapitalforvaltning As 13,146 0.00 379 -17.65
2025-08-14 13F/A Barclays Plc 336,134 1,916.28 10
2025-08-11 13F Raiffeisen Bank International AG 259 0.00 7 -22.22
2025-08-27 NP VMNFX - Vanguard Market Neutral Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 0 -100.00 0 -100.00
2025-08-14 13F Brevan Howard Capital Management LP 9,418 271
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 361 0.00 10 -16.67
2025-05-07 13F LPL Financial LLC 0 -100.00 0
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 13,804 398
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 4 0
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 88,044 2,537
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 8,093 18.79 248 -8.82
2025-08-28 NP SLLAX - SIMT Small Cap Fund Class F 9,860 -26.96 284 -39.83
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 8,443 243
2025-08-07 13F Illinois Municipal Retirement Fund 35,173 1,014
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 107,274 38.61 3,290 6.33
2025-08-05 13F Bank of New York Mellon Corp 428,432 3.05 12,347 -15.08
2025-08-11 13F EMC Capital Management 1,323 -45.80 0
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 17,404 502
2025-08-18 13F/A Kestra Investment Management, LLC 4 0
2025-07-14 13F GAMMA Investing LLC 1,290 -46.96 37 -56.47
2025-08-14 13F Alliancebernstein L.p. 78,143 233.89 2,252 175.31
2025-08-20 NP QRPNX - AQR Alternative Risk Premia Fund Class N Short -4,834 -0.00 -139 -17.75
2025-08-19 13F State of Wyoming 4,524 230.46 130 176.60
2025-05-28 NP BBVLX - Bridge Builder Large Cap Value Fund 2,682 0.00 94 -21.85
2025-06-24 NP SFLNX - Schwab Fundamental US Large Company Index Fund Institutional Shares This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11,799 328
2025-08-13 13F Marshall Wace, Llp 0 -100.00 0
2025-07-28 NP NINAX - Neuberger Berman Intrinsic Value Fund Class A 87,019 -7.06 2,669 -28.74
2025-08-13 13F Jones Financial Companies Lllp 208 -5.45 6 -14.29
2025-06-30 NP VEXPX - VANGUARD EXPLORER FUND Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 365,097 -59.29 10,146 -73.97
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 31,359 904
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 2,209 3.81 64 -14.86
2025-08-12 13F Legal & General Group Plc 196,817 5.77 5,672 -12.83
2025-08-13 13F Northern Trust Corp 719,124 65.01 20,725 35.99
2025-07-11 13F/A Umb Bank N A/mo 409 359.55 12 266.67
2025-08-14 13F Axa S.a. 75,705 1,184.66 2,182 958.74
2025-05-15 13F Boothbay Fund Management, Llc 0 -100.00 0 -100.00
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 6,354 183
2025-08-29 NP FTXNX - Fuller & Thaler Behavioral Small-Cap Growth Fund Investor Shares 1,043,600 30,077
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 5,870 169
2025-08-04 13F Spire Wealth Management 1,725 -0.81 50 -18.33
2025-07-25 13F Yousif Capital Management, Llc 26,428 1.84 762 -16.10
2025-07-23 13F Shell Asset Management Co 2,731 -9.63 0
2025-08-11 13F Vanguard Group Inc 7,796,462 15.48 224,694 -4.83
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 5,901 262.47 170 203.57
2025-08-20 NP QSPIX - AQR Style Premia Alternative Fund Class I Short -64,204 -0.00 -1,850 -17.59
2025-08-22 NP PVIVX - Paradigm Micro-Cap Fund 140,000 16.67 4,035 -3.86
2025-08-25 NP EKG - First Trust Nasdaq Lux Digital Health Solutions 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 784 33.33 23 10.00
2025-07-29 NP LCIAX - Siit Large Cap Index Fund - Class A 1,900 0.00 58 -22.67
2025-07-29 13F TFC Financial Management 16 0
2025-08-27 NP VISVX - Vanguard Small-Cap Value Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,057,086 7.99 30,465 -11.00
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 17,015 7.87 490 -11.07
2025-08-14 13F Canada Pension Plan Investment Board 0 -100.00 0
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial 9,950 65.83 287 36.84
2025-08-28 NP SPGM - SPDR(R) Portfolio MSCI Global Stock Market ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 101 0.00 3 -33.33
2025-07-31 13F Kornitzer Capital Management Inc /ks 204,915 0.00 5,906 -17.59
2025-08-27 NP ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 20,840 -16.00 601 -30.80
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 1,217 7.99 37 -17.78
2025-05-15 13F Mangrove Partners 0 -100.00 0
2025-08-04 13F Lightrock Netherlands B.V. 466,000 27.82 11,445 -10.38
2025-05-23 NP IWD - iShares Russell 1000 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 163,376 2.85 5,713 -19.26
2025-08-25 NP GONIX - Gotham Neutral Fund Institutional Class 12,803 1,575.79 369 397.30
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 13,008 375
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 7,427 239.60 206 134.09
2025-08-14 13F Price T Rowe Associates Inc /md/ 56,713 21.43 2 0.00
2025-08-15 13F Captrust Financial Advisors 12,142 -38.78 350 -49.64
2025-05-05 13F Heritage Investors Management Corp 0 -100.00 0
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 110,703 3,190
2025-08-20 NP QHFRX - AQR MS Fusion HV Fund Class R6 92 3
2025-08-27 NP VQNPX - Vanguard Growth and Income Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 57,400 57.26 1,654 29.62
2025-05-22 NP QMNIX - AQR Equity Market Neutral Fund Class I 96,715 424.46 3,382 311.94
2025-08-12 13F Ensign Peak Advisors, Inc 22,543 0.00 650 -17.64
2025-07-29 NP CLSE - Convergence Long/Short Equity ETF Short -10,217 7.73 -313 -17.41
2025-08-26 NP GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 5,358 154
2025-08-12 13F Handelsbanken Fonder AB 18,519 10.11 1
2025-08-26 NP QAAGRX - T. Rowe Price Moderate Allocation Portfolio This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,778 54.47 51 27.50
2025-08-07 13F Teachers Retirement System Of The State Of Kentucky 18,536 0.00 1
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 23,059 -0.22 707 -23.48
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 9,430 20.57 262 -22.71
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 4,751 45.07 132 -41.07
2025-08-14 13F Beaconlight Capital, Llc 132,363 -61.30 3,815 -68.11
2025-07-09 13F Massmutual Trust Co Fsb/adv 81 -12.90 2 -33.33
2025-08-28 NP USVM - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 56,509 1.69 1,629 -16.21
2025-07-29 NP TMFX - Motley Fool Next Index ETF 1,070 0.00 33 -23.81
2025-06-26 NP FSMVX - Fidelity Mid Cap Value Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 325,700 21.17 9,051 -22.52
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 2,342 67
2025-05-15 13F Texas Permanent School Fund 29,801 828
2025-08-28 NP New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES 9,874 3.91 285 -14.46
2025-08-14 13F Quantinno Capital Management LP 44,904 125.84 1,294 86.19
2025-08-27 NP PFSVX - PartnerSelect SBH Focused Small Value Fund Institutional Class 9,284 2.42 268 -15.77
2025-08-26 NP MGMT - Ballast Small/mid Cap Etf 19,465 0.00 561 -17.65
2025-08-28 NP SIFAX - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 400 0.00 12 -15.38
2025-05-15 13F Wolverine Trading, Llc Call 0 -100.00 0
2025-05-15 13F Wolverine Trading, Llc Put 0 -100.00 0
2025-08-08 13F KBC Group NV 2,349 -31.66 0
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 41,506 0.83 1,273 -22.72
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 954 27
2025-08-28 NP SLYV - SPDR(R) S & P 600 Small Cap Value ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 371,537 -4.57 10,708 -21.35
2025-05-15 13F Wolverine Trading, Llc 0 -100.00 0
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 1 0
2025-08-12 13F Private Management Group Inc 720,623 13.42 20,768 -6.53
2025-06-26 NP TSLCX - Transamerica Small Cap Value C 1,850 -7.50 51 -40.70
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 16,301 194.67 453 88.75
2025-06-26 NP TILVX - TIAA-CREF Large-Cap Value Index Fund Institutional Class 23,974 0.00 666 -36.02
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 1,427 5.55 41 -12.77
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 87 2
2025-08-22 NP MAADX - Dynamic Value Portfolio Class IS 1,717 -84.50 49 -86.65
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 4,095 126
2025-06-24 NP SWMCX - Schwab U.S. Mid-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 10,914 22.86 303 -21.50
2025-08-04 13F Assetmark, Inc 64 -20.00 2 -50.00
2025-08-14 13F Colony Group, LLC 0 -100.00 0
2025-08-14 13F Manufacturers Life Insurance Company, The 34,017 161.03 980 115.38
2025-08-11 13F Empowered Funds, LLC 152,096 4,383
2025-08-27 NP PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 59,150 0.68 1,705 -17.04
2025-08-28 NP SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,857 519.00 54 430.00
2025-07-29 NP VRNIX - Vanguard Russell 1000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10,390 21.62 319 -6.74
2025-08-14 13F Gotham Asset Management, LLC 480,481 123.17 13,847 83.94
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 16,505 -0.76 476 -18.24
2025-08-20 NP QNZNX - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 171 -88.97 5 -92.59
2025-08-08 13F Skylands Capital, LLC 82,800 -1.25 2,386 -18.62
2025-08-19 NP BUFSX - Buffalo Small Cap Fund Investor Class 180,215 0.00 5,194 -17.60
2025-06-25 NP DISSX - BNY Mellon Smallcap Stock Index Fund Investor Shares 44,167 -13.43 1,227 -44.65
2025-05-23 NP OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 2,284 0.00 80 -21.78
2025-05-30 NP SLGFX - SIMT Large Cap Index Fund Class F 1,300 0.00 45 -21.05
2025-08-06 13F Savant Capital, LLC 26,911 -22.53 776 -36.16
2025-08-27 NP Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 16,268 -16.01 469 -30.87
2025-08-15 13F Oracle Investment Management Inc 118,291 0.00 3,409 -17.58
2025-07-21 13F Quent Capital, LLC 0 -100.00 0
2025-08-08 13F Pnc Financial Services Group, Inc. 7,972 -18.57 230 -33.04
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 246,572 7,106
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 444 2.78 16 -21.05
2025-05-06 13F Venturi Wealth Management, LLC 0 -100.00 0
2025-08-20 NP QMFNX - AQR MS Fusion Fund Class N 83 2
2025-04-22 NP GMVAX - Goldman Sachs Small/Mid Cap Value Fund Class A 19,192 8.74 767 6.09
2025-08-13 13F Bare Financial Services, Inc 20 81.82 1
2025-08-27 NP JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 10,800 0.00 311 -17.51
2025-08-12 13F Rhumbline Advisers 173,267 34.29 4,994 10.68
2025-08-27 NP VSEQX - Vanguard Strategic Equity 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 118,050 99.53 3,402 -40.82
2025-07-28 13F Allianz Asset Management GmbH 233,285 200.87 6,723 147.99
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 22,125 -4.32 638 -21.16
2025-08-07 13F Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 67 0.00 2 -50.00
2025-08-13 13F Tejara Capital Ltd 87,462 -17.03 2,521 -31.63
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 23,526 3.13 678 -14.93
2025-07-14 13F Clear Harbor Asset Management, LLC 34,186 147.51 985 103.93
2025-08-12 13F Dimensional Fund Advisors Lp 2,508,819 38.04 72,304 13.76
2025-08-13 13F Norges Bank 321,646 9,270
2025-08-28 NP Humankind Benefit Corp - Humankind US Stock ETF 6,122 42.67 176 17.33
2025-08-26 NP NSMAX - Nuveen NWQ Small/Mid-Cap Value Fund Class A This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 28,023 4.72 808 -13.69
2025-08-26 NP IJSIX - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 24,099 -15.15 695 -30.11
2025-05-19 NP Royce Value Trust Inc 40,328 7.03 1,410 -17.93
2025-03-26 NP ESCKX - 1290 Essex Small Cap Growth Fund Class R 13,642 0.41 593 14.73
2025-08-19 NP RIFAX - U.S. Strategic Equity Fund Short -8,214 -138.42 -237 -133.24
2025-08-14 13F Voya Investment Management Llc 18,542 124.94 534 85.42
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 224,766 101.80 6,246 29.05
2025-07-22 13F Iron Horse Wealth Management, LLC 4 0.00 0
2025-08-13 13F MetLife Investment Management, LLC 40,487 3,313.74 1,167 2,743.90
2025-08-14 13F ArrowMark Colorado Holdings LLC 964,279 -49.05 27,791 -58.01
2025-08-07 13F Allworth Financial LP 1,178 2,460.87 34 3,200.00
2025-08-14 13F Silvercrest Asset Management Group Llc 1,050,637 30,279
2025-08-26 NP POMIX - T. Rowe Price Total Equity Market Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,382 -1.60 97 -19.17
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 40,300 0.00 1,120 -36.09
2025-08-14 13F Graham Capital Management, L.P. 26,057 751
2025-08-11 13F Royce & Associates Lp 0 -100.00 0
2025-08-13 13F California Public Employees Retirement System 95,412 40.75 2,750 15.99
2025-05-28 NP BBTSX - Bridge Builder Tax Managed Small/Mid Cap Fund 16,789 0.00 587 -21.42
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 327,826 9,448
2025-08-14 13F/A Skopos Labs, Inc. 267 413.46 8 600.00
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 346 10
2025-08-14 13F Jane Street Group, Llc 0 -100.00 0
2025-07-29 NP VEVFX - Vanguard Explorer Value 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 113,026 140.89 3,467 62.04
2025-08-28 NP HSGFX - Hussman Strategic Growth Fund 40,000 566.67 1,153 163.01
2025-07-29 13F Stephens Inc /ar/ 14,915 0.00 430 -17.66
2025-08-06 13F Thompson Siegel & Walmsley Llc 370,896 14.17 11 -9.09
2025-07-28 NP EQAL - Invesco Russell 1000 Equal Weight 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 14,776 10.40 453 -15.33
2025-06-23 NP IYH - iShares U.S. Healthcare 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 37,230 4.70 1,035 -33.07
2025-06-23 NP PMPRX - MidCap Value Fund I R-3 2,203 4.11 61 -32.97
2025-08-06 13F Phocas Financial Corp. 114,240 0.01 3,292 -17.58
2025-08-19 NP BUFOX - Buffalo Emerging Opportunities Fund Investor Class 24,700 0.00 712 -17.61
2025-08-14 13F Aquatic Capital Management LLC 123,825 3,569
2025-08-25 NP MSGGX - Meridian Small Cap Growth Fund Legacy Class 63,071 -41.59 1,818 -51.88
2025-08-14 13F Millennium Management Llc Put 0 -100.00 0
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 12,277 354
2025-08-07 13F/A Curat Global, LLC 420 0.00 12 -14.29
2025-06-25 NP ISCB - iShares Morningstar Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,532 7.02 70 -31.37
2025-08-26 NP NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 6,079 -5.53 175 -22.22
2025-08-12 13F Ameritas Investment Partners, Inc. 6,923 200
2025-08-12 13F Segall Bryant & Hamill, Llc 1,300,196 0.89 37,472 -16.85
2025-08-14 13F Susquehanna International Group, Llp Call 89,500 -38.82 2,579 -49.59
2025-08-14 13F Susquehanna International Group, Llp Put 15,300 -62.59 441 -69.23
2025-08-11 13F Goodman Financial Corp 376,242 16.37 10,843 -4.10
2025-08-12 13F Public Sector Pension Investment Board 225,918 8.10 6,511 -10.92
2025-08-27 13F/A Brinker Capital Investments, LLC 22,551 11.87 650 -7.81
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 179,874 29.12 4,999 -17.44
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 37,164 1,071
2025-08-20 NP QCFIX - AQR CVX Fusion Fund Class I 46 1
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 3,487 6.80 100 -12.28
2025-08-27 NP JNL SERIES TRUST - JNL Small Cap Index Fund (I) 112,438 -1.96 3,240 -19.20
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 4,738 137
2025-08-13 13F M&t Bank Corp 0 -100.00 0
2025-07-16 13F State of Alaska, Department of Revenue 39,466 8.06 1 0.00
2025-08-28 NP IWM - iShares Russell 2000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,606,103 46,288
2025-08-08 13F Intech Investment Management Llc 32,807 945
2025-08-14 13F Susquehanna International Group, Llp 126,416 267.05 3,643 202.57
2025-08-11 13F Bell Investment Advisors, Inc 7 -65.00 0
2025-08-25 NP MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class 12,877 59.35 371 31.56
2025-07-31 13F Nisa Investment Advisors, Llc 587 17
2025-08-07 13F Campbell & CO Investment Adviser LLC 0 -100.00 0
2025-08-13 13F Walleye Trading LLC Put 2,400 -45.45 69 -54.90
2025-05-15 13F Integral Health Asset Management, LLC 0 -100.00 0
2025-08-26 NP PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,489,034 9.30 42,914 -9.92
2025-08-13 13F Walleye Trading LLC Call 41,100 337.23 1,185 260.98
2025-08-21 NP MXISX - Great-West S&P Small Cap 600 Index Fund Investor Class 48,147 -3.13 1,388 -20.20
2025-06-25 NP WMLIX - Wilmington Large-Cap Strategy Fund Class I Shares 668 0.00 19 -37.93
2025-06-26 NP FSMDX - Fidelity Mid 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 237,114 20.91 6,589 -22.68
2025-05-15 13F Point72 Asset Management, L.P. 0 -100.00 0
2025-05-06 13F Y-Intercept (Hong Kong) Ltd 0 -100.00 0
2025-07-15 13F Fifth Third Bancorp 319 -46.11 9 -55.00
2025-08-14 13F State Of Wisconsin Investment Board 40,439 2.01 1,165 -15.95
2025-05-15 13F Millennium Management Llc Call 0 -100.00 0 -100.00
2025-08-14 13F Cubist Systematic Strategies, LLC Put 13,400 386
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 52,000 1,499
2025-08-14 13F Voloridge Investment Management, Llc 56,874 -47.15 1,639 -56.43
2025-08-14 13F Cubist Systematic Strategies, LLC Call 20,300 585
2025-08-25 NP GARIX - Gotham Absolute Return Fund Institutional Class 61,391 1,669.19 1,769 424.93
2025-08-27 13F/A Squarepoint Ops LLC 23,774 685
2025-09-04 13F/A Advisor Group Holdings, Inc. 3,300 298.07 95 239.29
2025-08-14 13F Prelude Capital Management, Llc 0 -100.00 0
2025-08-08 13F Atlantic Trust, LLC 49 1
2025-08-14 13F CIBC Asset Management Inc 0 -100.00 0
2025-08-13 13F Cerity Partners LLC 65,927 -27.40 1,900 -40.16
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 2,197 21.92 61 -21.79
2025-08-25 NP MVALX - MERIDIAN CONTRARIAN FUND Legacy Class 218,000 0.00 6,283 -17.59
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 5,850 169
2025-07-24 13F IFP Advisors, Inc 525 1,246.15 15 1,400.00
2025-08-26 NP OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,467,609 43.78 42,296 18.50
2025-08-12 13F BlackRock, Inc. 10,221,079 24.76 294,571 2.82
2025-06-27 NP PRF - Invesco FTSE RAFI US 1000 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 36,050 7.58 1,002 -31.25
2025-06-30 NP VSCAX - Invesco Small Cap Value Fund Class A 3,660,385 15.31 101,722 -26.27
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 15,523 -32.26 447 -44.19
2025-08-29 NP PMJIX - PIMCO RAE US Small Fund Institutional Class 169,729 199.66 4,892 147.02
2025-08-05 13F Carolinas Wealth Consulting Llc 0 -100.00 0 -100.00
2025-08-14 13F Wells Fargo & Company/mn 41,600 1,753.01 1,199 1,435.90
2025-08-14 13F Sherbrooke Park Advisers Llc 10,323 298
2025-08-27 NP ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 13,465 -16.01 388 -30.71
2025-08-14 13F Susquehanna Fundamental Investments, Llc 0 -100.00 0
2025-08-14 13F Sei Investments Co 102,329 -6.52 2,949 -22.94
2025-07-31 13F Buckingham Strategic Partners 7,455 -31.44 215 -43.68
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 5,251 151
2025-08-14 13F Bank Of America Corp /de/ 173,865 19.46 5,011 -1.55
2025-08-14 13F Goldentree Asset Management Lp 0 -100.00 0
2025-08-29 NP SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 446 0.00 13 -20.00
2025-08-14 13F D. E. Shaw & Co., Inc. 2,006,591 49.41 57,830 23.13
2025-07-29 13F Nordea Investment Management Ab 88,187 2,609
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 10,271 24.18 315 -4.55
2025-08-12 13F Magnetar Financial LLC 0 -100.00 0
2025-08-05 13F Bank Of Montreal /can/ 15,722 5.43 453 -13.05
2025-08-14 13F Fmr Llc 2,615,462 102.50 75,378 66.89
2025-07-28 NP PSCH - Invesco S&P SmallCap Health Care 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 68,991 -6.99 2,116 -28.69
2025-07-11 13F First PREMIER Bank 200 0.00 0
2025-08-25 NP MMBUX - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 12,319 -12.23 355 -27.55
2025-05-05 13F Eagle Bay Advisors LLC 0 -100.00 0
2025-08-29 NP GATAX - The Gabelli Asset Fund Class A 14,000 0.00 403 -17.59
2025-05-23 NP EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 4,768 10.29 167 -13.54
2025-08-13 13F Russell Investments Group, Ltd. 25,591 -36.81 738 -47.95
2025-08-14 13F Frontier Capital Management Co Llc 738,716 37.56 21,290 13.37
2025-07-25 13F Cwm, Llc 39,550 -55.04 1 -66.67
2025-08-14 13F Holocene Advisors, LP 36,251 -2.18 1,045 -19.38
2025-08-20 NP QLFIX - AQR LSE Fusion Fund Class I 54 2
2025-08-26 NP MCDS - JPMorgan Fundamental Data Science Mid Core ETF 457 0.00 13 -13.33
2025-08-14 13F Royal Bank Of Canada 11,908 -85.15 342 -87.80
2025-05-14 13F Brown Brothers Harriman & Co 0 -100.00 0
2025-07-11 13F Wedge Capital Management L L P/nc 66,549 -0.08 1,918 -17.69
2025-08-12 13F Catalyst Funds Management Pty Ltd 0 -100.00 0
2025-07-29 NP TRSGX - T. Rowe Price Spectrum Moderate Growth Allocation Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 40,366 46.33 1,238 12.24
2025-05-13 13F Quantbot Technologies LP 0 -100.00 0
2025-08-25 NP MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 8,581 -10.60 247 -26.27
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 16,773 0.00 483 -17.58
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 19,822 571
2025-06-26 NP FDVLX - Fidelity Value Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,381,800 49.14 38,400 -4.63
2025-06-27 NP SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 403 0.00 11 -35.29
2025-05-14 13F ExodusPoint Capital Management, LP 0 -100.00 0 -100.00
2025-08-26 NP XJR - iShares ESG Screened S&P 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 5,198 -6.44 150 -23.20
2025-08-05 13F Tredje AP-fonden 0 -100.00 0
2025-06-24 NP SWLVX - Schwab U.S. Large-Cap Value 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 2,132 12.33 59 -28.05
2025-05-15 13F Farringdon Capital, Ltd. 0 -100.00 0
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 12,356 42.73 343 -8.78
2025-05-15 13F GWM Advisors LLC 0 -100.00 0
2025-05-22 NP VVIMX - Voya VACS Index Series MC Portfolio 2,952 22.64 103 -3.74
2025-08-12 13F Franklin Resources Inc 30,627 883
2025-08-14 13F Treasurer of the State of North Carolina 0 -100.00 0
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 5,940 171
2025-08-26 NP JDVSX - JPMorgan Diversified Fund Class I 2,032 -16.00 59 -30.95
2025-07-31 13F Brighton Jones Llc 13,337 384
2025-07-24 13F Us Bancorp \de\ 3,067 43.25 88 18.92
2025-08-11 13F WPG Advisers, LLC 37 0.00 1 0.00
2025-07-31 13F Quest Partners LLC 1 -99.03 0 -100.00
2025-08-12 13F Pathstone Holdings, LLC 0 -100.00 0
2025-08-14 13F Mariner, LLC 29,959 39.57 863 15.07
2025-08-13 13F Stanley Capital Management, LLC 377,000 9.28 10,865 -9.94
2025-07-28 13F New York State Teachers Retirement System 56,900 0.00 2 0.00
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 359,836 0.62 11,036 -22.83
2025-05-06 13F Universal- Beteiligungs- und Servicegesellschaft mbH 0 -100.00 0
2025-07-25 NP NMSAX - Columbia Small Cap Index Fund Class A 125,620 -5.53 3,853 -27.55
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 4,117 126
2025-06-26 NP DFUV - Dimensional US Marketwide Value ETF 26,318 1.31 731 -35.25
2025-08-29 NP Gabelli Dividend & Income Trust 25,430 -1.93 733 -19.21
2025-08-15 13F Soleus Capital Management, L.P. 174,000 5,015
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 4,559 131
2025-08-12 13F Deutsche Bank Ag\ 374,230 4.27 10,785 -14.06
2025-05-30 NP TRMNX - T. Rowe Price Mid-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 3,856 23.79 135 -2.90
2025-08-14 13F Jane Street Group, Llc Put 0 -100.00 0
2025-08-14 13F Cibc World Markets Corp 8,355 241
2025-08-27 NP TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 12,428 -27.18 358 -39.93
2025-08-28 NP HSAFX - Hussman Strategic Allocation Fund 2,000 58
2025-08-04 13F Strs Ohio 10,700 308
2025-08-06 13F First Horizon Advisors, Inc. 301 -57.84 9 -66.67
2025-05-14 13F Bridgewater Associates, LP 0 -100.00 0
2025-08-25 NP MEFAX - MassMutual Select Mid Cap Growth Fund Class A 277,300 -27.14 7,992 -39.96
2025-05-28 NP PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 2,610 0.00 91 -21.55
2025-08-14 13F Quarry LP 0 -100.00 0
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 14,299 9.33 439 -16.25
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 466 13
2025-06-26 NP FLAPX - Fidelity Flex Mid 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 3,217 24.74 89 -20.54
2025-08-15 13F CI Private Wealth, LLC 7,969 -2.36 230 -19.65
2025-08-13 13F Systematic Financial Management Lp 225,117 37.80 6,488 13.55
2025-08-26 NP TRSSX - T. Rowe Price Institutional Small-Cap Stock Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 733,727 37.21 21,146 13.09
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 39,196 1,130
2025-08-15 13F State of Tennessee, Treasury Department 24,542 18.93 707 -1.94
2025-08-11 13F Symphony Financial, Ltd. Co. 10,577 305
2025-08-25 NP MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class 25,845 0.44 745 -17.24
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 312,133 -1.65 9,573 -24.57
2025-08-14 13F Aristotle Capital Boston, LLC 235,433 -6.60 6,785 -23.03
2025-06-26 NP TRDFX - Steward Small-Mid Cap Enhanced Index Fund Class A 2,248 0.00 62 -36.08
2025-08-13 13F Hbk Investments L P 0 -100.00 0
2025-07-28 NP SAA - ProShares Ultra SmallCap600 1,145 -15.62 35 -35.19
2025-06-26 NP LSVQX - LSV Small Cap Value Fund Institutional Class Shares 700 -96.83 19 -98.02
2025-08-20 NP AQMIX - AQR Managed Futures Strategy Fund Class I 5,758 -85.65 166 -88.23
2025-05-27 NP Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 1,545 -4.63 54 -25.00
2025-07-28 NP AVUS - Avantis U.S. Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 21,717 -21.70 666 -39.95
2025-05-19 NP PENNX - Royce Pennsylvania Mutual Fund Investment Class 37,594 13.27 1,315 -13.15
2025-08-14 13F State Street Corp 2,700,940 23.29 77,841 1.61
2025-08-28 NP ARABX - Aristotle Small Cap Equity Fund II Class A 18,432 -8.67 531 -24.68
2025-07-28 NP RWJ - Invesco S&P SmallCap 600 Revenue ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 81,043 -14.99 2,486 -34.81
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 48,732 0.66 1,404 -17.07
2025-08-11 13F Principal Securities, Inc. 0 -100.00 0
2025-06-23 NP SVPIX - Small-cap Value Profund Investor Class 247 -11.15 7 -50.00
2025-08-12 13F Corebridge Financial, Inc. 0 -100.00 0
2025-08-28 NP SMVIX - Simt Small Cap Value Fund Class I 12,604 29.86 363 7.08
2025-07-29 NP VHCIX - Vanguard Health Care Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 210,143 -1.73 6,445 -24.63
2025-05-09 13F Blair William & Co/il 0 -100.00 0
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 8,209 252
2025-06-26 NP FIOOX - Fidelity Series Large 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 22,455 9.14 624 -30.20
2025-05-29 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 1,288 0.00 45 -21.05
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 75,811 2,185
2025-08-28 NP SSBIX - State Street Balanced Index Fund Class K 363 0.00 10 -16.67
2025-08-06 13F True Wealth Design, LLC 441 -76.80 13 -81.82
2025-08-12 13F Jpmorgan Chase & Co 871,814 -44.61 25,126 -54.35
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 21,527 620
2025-08-12 13F Essex Investment Management Co Llc 0 -100.00 0
2025-08-27 NP Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A 112,474 -14.90 3,242 -29.88
2025-08-14 13F Millennium Management Llc 0 -100.00 0
2025-08-14 13F CoreCap Advisors, LLC 35 -57.32 1 -50.00
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 10,394 300
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 34,600 13.58 997 -6.38
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 94 3
2025-08-13 13F Invesco Ltd. 1,554,260 -59.25 44,794 -66.41
2025-08-12 13F CIBC Private Wealth Group, LLC 5 -79.17 0
2025-08-14 13F Nebula Research & Development LLC 48,484 1,397
2025-08-12 13F Global Retirement Partners, LLC 22 -87.71 1 -100.00
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 21,502 0.93 620 -16.80
2025-07-25 13F LRI Investments, LLC 400 0.00 12 -15.38
2025-08-14 13F Smartleaf Asset Management LLC 24 -89.29 1 -100.00
2025-08-28 NP VLU - SPDR S&P 1500 Value Tilt ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,671 8.49 77 -11.63
2025-08-14 13F Point72 (DIFC) Ltd 335,330 9,664
2025-07-25 NP BRSDX - MFS Blended Research Small Cap Equity Fund A 32,925 0.53 1,010 -22.92
2025-08-14 13F Paradigm Capital Management Inc/ny 746,290 58.95 21,508 31.00
2025-07-25 13F Oregon Public Employees Retirement Fund 15,228 0.66 439 -17.20
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 80,660 2.61 2,325 -15.46
2025-08-12 13F Proequities, Inc. 0 0
2025-07-29 NP VRVIX - Vanguard Russell 1000 Value 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 35,598 16.18 1,092 -10.94
2025-07-02 13F/A Bank Of Nova Scotia 0 -100.00 0
2025-07-29 NP RBB FUND, INC. - Adara Smaller Companies Fund 3,909 209.01 120 124.53
2025-06-26 NP FAVFX - Fidelity Advisor Value Fund Class A This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 57,557 53.54 1,600 -1.84
2025-05-27 NP IWS - iShares Russell Mid-Cap Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 101,096 4.66 3,535 -17.85
2025-07-31 13F Tandem Investment Advisors, Inc. 7,460 -11.82 0
2025-08-14 13F Ameriprise Financial Inc 253,965 -0.96 7,319 -18.38
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 10,547 13.75 323 -12.70
2025-08-13 13F Walleye Capital LLC Call 8,700 251
2025-08-13 13F Walleye Capital LLC 1,209 35
2025-07-25 NP FNDB - Schwab Fundamental U.S. Broad Market Index ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,135 33.69 96 3.23
2025-08-11 13F Public Employees Retirement Association Of Colorado 5,185 0.00 0
2025-08-15 13F Morgan Stanley 1,476,326 4.53 42,548 -13.85
2025-08-07 13F Parkside Financial Bank & Trust 85 -53.80 2 -66.67
2025-08-15 13F ROSS\JOHNSON & Associates LLC 1 0.00 0
2025-08-08 13F Massachusetts Financial Services Co /ma/ 65,665 64.08 1,892 35.24
2025-08-11 13F Nomura Asset Management Co Ltd 1,520 0.00 44 -18.87
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 60,975 1,757
2025-08-14 13F Man Group plc 9,300 -83.87 268 -86.71
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 29,230 28.26 842 -58.52
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 237 7
2025-07-29 13F Private Trust Co Na 26 0.00 1
2025-08-26 NP RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,397,800 -26.45 69,105 -39.38
2025-08-28 NP TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 1,394 0.00 40 -16.67
2025-07-23 NP CFSLX - Column Small Cap Fund 9,486 1.85 291 -22.04
2025-08-12 13F Trexquant Investment LP 10,776 311
2025-08-14 13F Jane Street Group, Llc Call 75,500 18.15 2,176 -2.64
2025-07-29 13F Activest Wealth Management 25 1
2025-08-27 NP VTMSX - Vanguard Tax-Managed Small-Cap 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 437,812 -1.27 12,618 -18.64
2025-08-29 NP WMMAX - Teton Westwood Mighty Mites Fund Class A 2,500 0.00 72 -17.24
2025-08-26 NP IJS - iShares S&P Small-Cap 600 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 628,406 -6.68 18,111 -23.09
2025-08-12 13F Prudential Financial Inc 70,902 11.58 2,043 -8.06
2025-08-29 NP STXK - Strive Small-Cap ETF 1,892 3.44 55 -14.29
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 294,743 16,247.37 8,494 13,382.54
2025-08-14 13F Clearline Capital LP 240,536 98.19 6,932 63.34
2025-07-24 NP ESML - iShares ESG MSCI USA Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 25,488 1.57 782 -22.13
2025-08-08 13F Principal Financial Group Inc 328,788 0.55 9,476 -17.14
2025-08-11 13F Covestor Ltd 299 -59.81 0
2025-07-29 NP MPMCX - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 1,415 -54.94 43 -65.60
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 1,030,848 2.37 29,709 -15.64
2025-07-22 13F Merit Financial Group, LLC 7,091 -67.87 204 -73.54
2025-08-19 NP RIFBX - U.S. Small Cap Equity Fund Short -1,680 -48
2025-08-26 NP TLSTX - Stock Index Fund 828 0.00 24 -17.86
2025-08-29 NP Gabelli Healthcare & Wellnessrx Trust 5,000 -73.82 144 -78.41
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 44,980 93.88 1,380 48.76
2025-08-14 13F T. Rowe Price Investment Management, Inc. 11,136,225 -2.72 321 -20.00
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IB 7,000 12.90 202 -6.94
2025-07-29 NP EBI - Longview Advantage ETF 5,080 12,600.00 156 15,400.00
2025-08-26 NP Profunds - Profund Vp Small-cap 155 4
2025-06-23 NP PSSMX - SmallCap S&P 600 Index Fund R-3 64,020 -5.22 1,779 -39.39
2025-07-29 NP SEIAX - SIIT Multi-Asset Real Return Fund - Class A 663 0.00 20 -23.08
2025-08-13 13F Hsbc Holdings Plc 9,203 268
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 95,621 0.00 2,933 -23.31
2025-08-14 13F Ubs Asset Management Americas Inc 266,317 16.60 7,675 -3.91
2025-06-24 NP TNVAX - 1290 GAMCO Small/Mid Cap Value Fund Class A 12,500 0.00 347 -36.10
2025-08-12 13F Tableaux Llc 3,235 438
2025-07-21 13F HighMark Wealth Management LLC 4,290 0.00 124 -18.00
2025-07-28 13F Bayforest Capital Ltd 0 -100.00 0
2025-08-12 13F Dynamic Technology Lab Private Ltd 50,620 330.88 1,459 254.99
2025-08-21 NP MXMGX - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class 183,283 -15.34 5,282 -30.22
2025-08-26 NP WOOPX - JPMorgan Intrepid Mid Cap Fund Class I 13,870 -77.66 400 -81.62
2025-07-29 NP SECAX - SIIT Small Cap II Fund - Class A 8,441 -4.93 259 -27.32
2025-08-11 13F Lsv Asset Management 9,200 -27.11 0
2025-05-30 NP QSML - WisdomTree U.S. SmallCap Quality Growth Fund 738 9.50 26 -16.67
2025-07-09 13F Bruce G. Allen Investments, LLC 7 -56.25 0
2025-07-23 13F Sachetta, LLC 0 -100.00 0
2025-08-07 13F Kempen Capital Management N.v. 386,714 -52.85 11,145 -61.14
2025-08-14 13F Group One Trading, L.p. 3,261 94
2025-08-28 NP ESIX - SPDR S&P SmallCap 600 ESG 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 509 15
2025-06-18 NP RTSSX - Tax-Managed U.S. Mid & Small Cap Fund Class S 24,550 0.00 682 -36.02
2025-08-27 NP TVOAX - TOUCHSTONE SMALL CAP VALUE FUND Class A 29,600 -8.59 853 -24.65
2025-08-14 13F Newtyn Management, LLC 1,705,668 40.38 49,157 15.70
2025-05-15 13F Bayesian Capital Management, LP 0 -100.00 0
2025-07-29 NP PRSIX - T. Rowe Price Spectrum Conservative Allocation Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11,208 50.50 344 15.49
2025-08-07 13F Monaco Asset Management SAM 80,000 77.78 2,306 46.54
2025-07-31 13F Leeward Investments, LLC - MA 197,066 -4.32 5,679 -21.15
2025-08-14 13F Prestige Wealth Management Group LLC 0 -100.00 0
2025-08-14 13F Burkehill Global Management, LP 0 -100.00 0
2025-05-06 13F Oak Thistle LLC 0 -100.00 0
2025-07-07 13F Versant Capital Management, Inc 534 535.71 15 650.00
2025-08-12 13F American Century Companies Inc 1,915,648 20.58 55,209 -0.62
2025-05-22 NP IRMAX - Voya RussellTM Mid Cap Index Portfolio Class ADV 5,291 2.86 185 -19.21
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 46,098 22.53 1,281 -21.65
2025-08-28 NP AIHHX - Aristotle Small/Mid Cap Equity Fund Class I-2 2,239 -20.97 65 -35.35
2025-08-13 13F Quadrant Capital Group Llc 0 -100.00 0
2025-05-15 13F Tudor Investment Corp Et Al 0 -100.00 0 -100.00
2025-08-29 NP Gabelli Equity Trust Inc 7,500 15.38 216 -4.85
2025-06-23 NP PPSFX - LargeCap Value Fund III R-3 1,322 -14.82 37 -46.27
2025-08-13 13F New York State Common Retirement Fund 38,591 -9.93 1 0.00
2025-08-01 13F Teacher Retirement System Of Texas 10,243 4.21 295 -13.99
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 37,900 1,092
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 70,863 -34.45 1,969 -53.64
2025-08-12 13F Axq Capital, Lp 0 -100.00 0
2025-06-26 NP IIVAX - Transamerica Small/Mid Cap Value A 6,850 0.00 190 -36.03
2025-06-26 NP DFSCX - U.s. Micro Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 168,215 0.00 4,675 -36.06
2025-08-26 NP GFSYX - Strategic Alternatives Fund Institutional -192 -20.00
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 3,803 0.00 117 -23.68
2025-08-26 NP SCDS - JPMorgan Fundamental Data Science Small Core ETF 898 26
2025-05-14 13F Humankind Investments LLC 0 -100.00 0
2025-08-13 13F Walleye Capital LLC Put 5,300 153
2025-08-14 13F Balyasny Asset Management Llc 0 -100.00 0
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 1,112 23.69 31 -50.82
2025-08-08 13F Mv Capital Management, Inc. 62 1,450.00 2
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 5,762 0.00 166 -17.41
2025-08-26 NP QAMWEX - T. Rowe Price Mid-Cap Growth Portfolio This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 53,333 -12.33 1,537 -27.74
2025-08-08 13F Hartland & Co., LLC 59 -92.46 2 -96.30
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 744 0.00 21 -19.23
2025-06-25 NP FHLC - Fidelity MSCI Health Care Index ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 29,348 -2.15 816 -37.45
2025-07-29 13F Private Wealth Management Group, LLC 152 237.78 4 300.00
2025-08-08 13F Compass Financial Services Inc 55 0.00 2 0.00
2025-08-12 13F Steward Partners Investment Advisory, Llc 622 -7.30 18 -26.09
2025-06-26 NP FLCOX - Fidelity Large 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 33,870 35.12 941 -13.59
2025-08-14 13F Twinbeech Capital Lp 71,480 650.45 2,060 518.62
2025-07-23 13F Louisiana State Employees Retirement System 31,000 0.00 893 -17.62
2025-06-25 NP BKSE - BNY Mellon US Small Cap Core Equity ETF 3,410 9.09 95 -30.37
2025-07-15 13F Public Employees Retirement System Of Ohio 0 -100.00 0
2025-08-13 13F Ballast Asset Management, LP 25,190 0.00 726 -17.61
2025-08-08 13F MTM Investment Management, LLC 40 1
2025-08-14 13F Ieq Capital, Llc 162,375 -31.27 4,680 -43.36
2025-05-27 NP FIMVX - Fidelity Mid 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 7,484 10.69 262 -13.29
2025-08-14 13F Parkman Healthcare Partners LLC 386,646 110.50 11,143 73.49
2025-06-26 NP FZFLX - Fidelity SAI Small-Mid Cap 500 Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 15,299 -9.33 425 -42.02
2025-08-08 13F Creative Planning 7,563 -2.35 218 -19.63
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 21,678 368.51 602 199.50
2025-07-29 NP VIOO - Vanguard S&P Small-Cap 600 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 223,153 -1.42 6,844 -24.39
2025-05-23 NP EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 5,776 0.00 202 -21.79
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 24,077 -66.09 727 -70.76
2025-08-13 13F Arizona State Retirement System 19,661 2.15 567 -15.90
2025-08-26 NP VSEIX - JPMorgan Small Cap Equity Fund Class I 408,559 -42.56 11,775 -52.66
2025-05-28 NP QCEQRX - Equity Index Account Class R1 26,154 0.00 915 -21.55
2025-08-25 NP QWVOX - Clearwater Small Companies Fund 3,449 88.88 99 22.22
2025-08-28 NP SPTM - SPDR(R) Portfolio Total Stock Market ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11,292 1.99 325 -16.02
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 1,122 3.51 32 -13.51
2025-08-12 13F Nuveen, LLC 235,301 6.15 6,781 -12.51
2025-08-05 13F Hussman Strategic Advisors, Inc. 42,000 1,210
2025-07-25 NP FNDA - Schwab Fundamental U.S. Small Company Index ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 291,163 -18.36 8,930 -37.39
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 82,645 191.80 2,297 86.67
2025-05-23 NP EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 2,099 -1.22 73 -22.34
2025-08-08 13F/A Sterling Capital Management LLC 1,110 -70.23 32 -76.15
2025-08-29 NP BSVO - EA Bridgeway Omni Small-Cap Value ETF 150,000 4,323
2025-08-13 13F Centiva Capital, LP 25,100 723
2025-08-13 13F Jump Financial, LLC 0 -100.00 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 7,797 0.00 225 -17.65
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 1,798 0.00 52 -17.74
2025-08-22 NP PFSLX - Paradigm Select Fund 62,390 55.98 1,798 28.61
2025-08-14 13F Mercer Global Advisors Inc /adv 8,832 -25.67 255 -38.80
2025-07-16 13F Signaturefd, Llc 316 -58.31 9 -65.38
2025-07-22 NP GVUS - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 738 -10.22 23 -31.25
2025-07-14 13F AdvisorNet Financial, Inc 0 -100.00 0
2025-08-08 13F Larson Financial Group LLC 315 17.54 9 0.00
2025-05-21 13F/A Geneos Wealth Management Inc. 73 -42.97 3 -60.00
2025-06-24 NP SWTSX - Schwab Total Stock Market Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 31,588 -6.34 878 -40.14
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 41,984 1,210
2025-08-27 NP NAESX - Vanguard Small-Cap Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,657,638 9.87 47,773 -9.45
2025-06-26 NP FCMVX - Fidelity Mid Cap Value K6 Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10,890 168.62 303 71.59
2025-08-26 NP PEXMX - T. Rowe Price Extended Equity Market Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,900 0.00 199 -17.84
2025-08-27 NP Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 738 0.00 21 -16.00
2025-07-23 NP CFSSX - Column Small Cap Select Fund 19,276 13.69 591 -12.83
2025-05-23 NP IWB - iShares Russell 1000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 44,775 -2.62 1,566 -23.58
2025-04-29 13F Hm Payson & Co 65 0.00 2 0.00
2025-08-28 NP AXVNX - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 2,846 0.00 82 -17.17
2025-05-14 13F Colonial Trust Co / SC 0 -100.00 0
2025-07-23 13F Maryland State Retirement & Pension System 19,477 -12.16 561 -27.61
2025-07-15 13F North Star Investment Management Corp. 180 0.00 5 -16.67
2025-07-09 13F Pallas Capital Advisors LLC 15,939 -56.71 459 -64.34
2025-08-14 13F Engineers Gate Manager LP 19,687 -41.44 567 -51.74
2025-08-14 13F Raymond James Financial Inc 18,537 -53.17 534 -61.42
2025-08-14 13F Citadel Advisors Llc Call 21,400 53.96 617 26.75
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 10,931 315
2025-08-14 13F Citadel Advisors Llc 46,985 -92.77 1,354 -94.04
2025-08-14 13F California State Teachers Retirement System 62,188 1.18 1,792 -16.61
2025-08-14 13F Citadel Advisors Llc Put 322,300 60.19 9,289 32.03
2025-08-11 13F Rothschild Investment Llc 90 1,700.00 3
2025-08-29 NP EMAAX - Enterprise Mergers and Acquisitions Fund Class A 3,500 0.00 101 -18.03
2025-07-23 13F Gagnon Securities Llc 72,877 -20.03 2,100 -34.09
2025-08-27 NP Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a) 433,200 -24.21 12,485 -37.54
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 10,068 9.67 290 -4.61
2025-08-12 13F MAI Capital Management 0 -100.00 0
2025-08-14 13F Bayberry Capital Partners LP Call 300,000 8,646
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 398,669 66.24 11,079 6.30
2025-05-15 13F/A Orion Portfolio Solutions, LLC 20,159 10.89 705 -12.98
2025-07-24 13F Ronald Blue Trust, Inc. 1,967 46.35 57 21.74
2025-08-14 13F Bayberry Capital Partners LP 182,164 -64.83 5,250 -71.02
2025-05-22 NP QLEIX - AQR Long-Short Equity Fund Class I 186,946 328.75 6,538 236.61
2025-08-29 NP GABCX - The Gabelli Abc Fund Class Aaa 6,300 5.00 182 -13.40
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 4,965 0.00 138 -36.28
2025-08-12 13F Clear Street Markets Llc 0 -100.00 0
2025-05-15 13F Rise Advisors, LLC 0 -100.00 0 -100.00
2025-08-11 13F New Age Alpha Advisors, LLC 9,874 3.91 285 -14.46
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 30,072 1.15 836 -35.37
2025-08-13 13F Victory Capital Management Inc 68,372 1.25 1,970 -16.56
2025-07-25 NP FNDX - Schwab Fundamental U.S. Large Company Index ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 22,177 680
2025-06-25 NP FTLS - First Trust Long/Short Equity ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value Short -22,897 237.71 -636 132.12
2025-05-27 NP GVIZX - Value Equity Index Fund Investor 438 0.00 15 -21.05
2025-07-31 13F State of New Jersey Common Pension Fund D 0 -100.00 0
2025-08-05 13F South Dakota Investment Council 15,933 0.00 0
2025-07-25 13F NorthRock Partners, LLC 30,477 4.06 878 -14.26
2025-08-14 13F Rubric Capital Management LP 4,637,738 -24.47 133,660 -37.75
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 19,522 1.26 543 -35.24
2025-08-06 13F SOUTH STATE Corp 0 -100.00 0
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 34,861 -26.91 1,005 -39.77
2025-08-05 13F Huntington National Bank 0 -100.00 0
2025-08-12 13F Charles Schwab Investment Management Inc 910,595 9.83 26,243 -9.49
2025-08-14 13F Engine Capital Management, LP 0 -100.00 0
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 6,902 192
2025-08-08 13F Mitsubishi UFJ Trust & Banking Corp 12,527 183.74 361 134.42
2025-06-26 NP USMIX - Extended Market Index Fund 7,954 -2.61 221 -37.57
2025-08-08 13F SBI Securities Co., Ltd. 175 0.00 5 -16.67
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 42,784 -9.49 1,312 -30.58
2025-07-30 NP SMCIX - S&P SmallCap Index Fund Direct Shares 2,086 0.00 64 -24.10
2025-05-28 NP MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 45,000 26.60 1,574 -0.63
2025-05-02 13F Wealthfront Advisers Llc 0 -100.00 0 -100.00
2025-05-06 13F Proficio Capital Partners LLC 0 -100.00 0 -100.00
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 2,207,760 14.83 63,628 -5.36
2025-04-24 NP OASC - OneAscent Small Cap Core ETF 982 39
2025-07-09 13F Inspirion Wealth Advisors, Llc 11,466 0.00 330 -17.50
2025-08-22 NP Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 118,953 4.56 3,428 -13.83
2025-07-11 13F Farther Finance Advisors, LLC 73 151.72 2
2025-07-28 NP MSLC - Morgan Stanley Pathway Large Cap Equity ETF 2,295 27.71 70 -1.41
2025-07-29 NP VFVA - Vanguard U.S. Value 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 21,742 57.89 667 18.09
2025-06-26 NP BLACKROCK FUNDS - iShares Russell Mid-Cap Index 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 11,318 6.53 315 -31.89
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 158 5
2025-08-01 13F Bessemer Group Inc 204 -33.55 0
2025-05-27 NP SMMD - iShares Russell 2500 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 14,577 8.92 510 -14.60
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 6,923 200
2025-06-26 NP SMMV - iShares Edge MSCI Min Vol USA Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,034 1.89 112 -34.88
2025-08-12 13F Coldstream Capital Management Inc 0 -100.00 0
2025-07-15 13F Bfsg, Llc 5,460 6.79 157 -11.80
2025-08-14 13F Bridgeway Capital Management Inc 150,204 4,329
2025-08-26 13F/A Thrivent Financial For Lutherans 48,732 0.66 1 0.00
2025-08-14 13F Fuller & Thaler Asset Management, Inc. 1,650,032 47,554
2025-08-13 13F State Board Of Administration Of Florida Retirement System 27,193 -40.10 784 -50.66
2025-08-14 13F Schonfeld Strategic Advisors LLC 11,864 -57.44 342 -64.99
2025-08-12 13F Swiss National Bank 128,840 -1.15 3,713 -18.52
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 17,318 57.34 481 0.63
2025-04-25 NP Guggenheim Active Allocation Fund 0 0
2025-07-14 13F Farmers & Merchants Investments Inc 20 0.00 1
2025-08-26 NP PMEGX - T. Rowe Price Institutional Mid-Cap Equity Growth 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 366,900 -27.83 10,574 -40.52
2025-07-29 13F Virginia Retirement Systems Et Al 38,900 1.04 1,121 -16.72
2025-08-14 13F Summit Trail Advisors, Llc 13,535 390
2025-07-29 13F Salomon & Ludwin, LLC 493 0.00 15 -17.65
2025-07-28 13F BRYN MAWR TRUST Co 2,329 67
2025-07-29 NP TRPBX - T. Rowe Price Spectrum Moderate Allocation Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 17,186 43.40 527 10.02
2025-08-15 13F Tower Research Capital LLC (TRC) 5,297 829.30 153 700.00
2025-07-08 13F Parallel Advisors, LLC 435 -45.08 13 -55.56
2025-08-14 13F Lazard Asset Management Llc 0 -100.00 0
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 38,230 0.00 1,102 -17.59
2025-07-24 13F Capital Advisors, Ltd. LLC 1 0
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 24,441 704
2025-05-05 13F Lindbrook Capital, Llc 40 -63.30 1 -75.00
2025-05-28 NP PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 1,548 0.00 54 -20.59
2025-08-14 13F Scientech Research LLC 12,819 369
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 2,894 83
2025-07-28 13F Td Asset Management Inc 491,890 -19.61 14,176 -33.74
2025-08-13 13F Natixis 0 -100.00 0
2025-07-11 13F Assenagon Asset Management S.A. 941,370 201.60 27,130 148.58
2025-08-14 13F Vident Advisory, LLC 0 -100.00 0
2025-08-29 NP JAEQX - Small Company Value Trust NAV 21,507 13.87 620 -6.21
2025-08-26 NP BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 25,500 -4.77 735 -21.58
2025-08-07 13F ProShare Advisors LLC 15,107 435
2025-07-29 NP VIOV - Vanguard S&P Small-Cap 600 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 133,815 -1.78 4,104 -24.67
2025-04-29 NP SLPAX - Siit Small Cap Fund - Class A 2,400 0.00 96 -3.06
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 24,113 -20.49 740 -39.03
2025-08-14 13F UBS Group AG 391,220 25.41 11,275 3.35
2025-05-15 13F D. E. Shaw & Co., Inc. Put 0 -100.00 0 -100.00
2025-08-04 13F Hantz Financial Services, Inc. 371 22.44 0
2025-08-29 NP GCASX - The Gabelli Small Cap Growth Fund Class A 70,500 0.00 2,032 -17.61
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 18 1
2025-08-13 13F EverSource Wealth Advisors, LLC 3,230 250.71 93 190.63
2025-08-08 13F SG Americas Securities, LLC 16,884 0
2025-05-14 13F Capula Management Ltd 0 -100.00 0
2025-08-13 13F Gamco Investors, Inc. Et Al 223,760 -2.78 6,449 -19.88
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 14,920 10.47 430 -9.11
2025-08-26 NP SBHVX - Segall Bryant & Hamill Small Cap Value Fund Institutional Class 263,971 -9.27 7,608 -25.23
2025-08-14 13F Legato Capital Management LLC 0 -100.00 0
2025-08-11 13F Hexagon Capital Partners LLC 0 -100.00 0
2025-05-15 13F Bridgefront Capital, LLC 0 -100.00 0
2025-07-29 13F Mutual Of America Capital Management Llc 8,514 -11.29 245 -26.87
2025-08-28 NP VYSVX - Vericimetry U.S. Small Cap Value Fund 2,890 204.21 83 151.52
2025-08-01 13F SYM FINANCIAL Corp 0 -100.00 0
2025-08-28 NP MMTM - SPDR S&P 1500 Momentum Tilt ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5 0.00 0
2025-07-14 13F Abound Wealth Management 5 0.00 0
2025-08-14 13F Goldman Sachs Group Inc 355,213 -17.02 10,237 -31.61
2025-06-26 NP NUSC - Nuveen ESG Small-Cap ETF This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 78,239 13.33 2,174 -27.53
2025-08-13 13F Pictet Asset Management Holding SA 10,359 8.04 299 -11.04
2025-05-06 13F Unison Advisors LLC 0 -100.00 0
2025-05-06 13F Neo Ivy Capital Management 0 -100.00 0
2025-08-14 13F Aqr Capital Management Llc 1,817,251 -31.57 52,373 -41.89
2025-04-29 13F Sierra Ocean, Llc 0 -100.00 0
2025-05-13 13F CLARET ASSET MANAGEMENT Corp 0 -100.00 0
2025-08-26 NP NOSGX - Northern Small Cap Value Fund 22,146 638
2025-06-26 NP FFLV - Fidelity Fundamental Large Cap Value ETF 445 56.69 12 0.00
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 13 0
2025-07-29 NP CAVAX - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 738 0.00 23 -24.14
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 24,700 712
2025-08-11 13F VSM Wealth Advisory, LLC 100 0.00 3 -33.33
2025-08-14 13F Bnp Paribas Arbitrage, Sa 21,570 22.21 622 0.65
2025-08-14 13F Comerica Bank 76,572 81.12 2,207 49.26
2025-08-26 NP IHI - iShares U.S. Medical Devices 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 347,488 -4.86 10,015 -21.59
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 319,941 99.29 8,891 27.43
2025-03-31 NP DAACX - Diversified Equity Fund 292 0.00 13 9.09
2025-08-14 13F Winton Capital Group Ltd 8,187 -95.87 236 -96.61
2025-08-28 NP XHE - SPDR(R) S&P(R) Health Care Equipment ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 98,220 19.02 2,831 -1.91
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 13,673 65.11 380 5.57
2025-06-24 NP SFSNX - Schwab Fundamental US Small Company Index Fund Institutional Shares This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 60,390 -9.66 1,678 -42.24
2025-05-22 NP PENN SERIES FUNDS INC - Small Cap Value Fund 17,752 -3.07 621 -23.93
2025-08-25 NP MERDX - MERIDIAN GROWTH FUND Legacy Class 131,860 -36.45 3,800 -47.63
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 2,122 -94.56 59 -96.33
2025-06-26 NP TIEIX - TIAA-CREF Equity Index Fund Institutional Class 46,743 0.00 1,299 -36.09
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 697 0
2025-08-26 NP IJR - iShares Core S&P 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 3,947,450 -3.08 113,766 -20.13
2025-04-22 NP GSSIX - Goldman Sachs Small Cap Value Fund Institutional 123,262 -1.00 4,929 -3.43
2025-08-13 13F Arrowstreet Capital, Limited Partnership 45,569 1,313
2025-08-27 NP HCIGX - The Institutional Growth Equity Portfolio HC Strategic Shares 403 0.00 12 -21.43
2025-05-28 NP LUSIX - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 1,129 -12.28 39 -31.58
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 2,100 61
2025-08-14 13F Janus Henderson Group Plc 28,993 0.00 835 -17.41
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 17,963 11.56 499 -28.61
2025-05-12 13F Sandy Spring Bank 30 0.00 1 0.00
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 95,014 9.99 2,914 -15.63
2025-08-13 13F IAG Wealth Partners, LLC 100 0.00 3 -33.33
2025-08-14 13F Verition Fund Management LLC 45,705 -53.78 1,317 -61.90
2025-08-22 NP PVFAX - Paradigm Value Fund 31,200 56.00 899 28.61
2025-08-11 13F Citigroup Inc 76,121 20.88 2,194 -0.41
2025-08-25 13F/A Neuberger Berman Group LLC 293,898 5.48 8,471 -13.07
2025-08-28 NP IWR - iShares Russell Mid-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7,500 -96.64 216 -97.23
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 1,488,328 22.47 45,647 -6.07
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 9,775 5.78 272 -32.42
Other Listings
MX:QDEL1
US:QDEL US$ 28.68
DE:QL1A € 23.80
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista