1LOE - Loews Corporation Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham (BIT)

Loews Corporation
IT ˙ BIT ˙ US5404241086
€ 83.50 0.00 (0.00%)
2025-09-05
BAHAGING PRESYO
Mga Batayang Estadistika
Pemilik Institusional 1230 total, 1220 long only, 7 short only, 3 long/short - change of 0.98% MRQ
Harga Saham 83.50
Alokasi Portofolio Rata-rata 0.1704 % - change of 0.45% MRQ
Jumlah Saham Beredar shares (source: Capital IQ)
Saham Institusional (Jangka Panjang) 141,849,518 - 68.39% (ex 13D/G) - change of 4.90MM shares 3.58% MRQ
Nilai Institusional (Jangka Panjang) $ 12,371,839 USD ($1000)
Kepemilikan Institusional dan Pemegang Saham

Loews Corporation (IT:1LOE) memiliki 1230 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 141,871,470 saham. Pemegang saham terbesar meliputi Vanguard Group Inc, BlackRock, Inc., Jpmorgan Chase & Co, State Street Corp, Norges Bank, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, VFINX - Vanguard 500 Index Fund Investor Shares, Geode Capital Management, Llc, VIMSX - Vanguard Mid-Cap Index Fund Investor Shares, and Price T Rowe Associates Inc /md/ .

Struktur kepemilikan institusional Loews Corporation (BIT:1LOE) 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 83.50 / share. Previously, on September 6, 2024, the share price was 14.06 / share. This represents an increase of 493.88% over that period.

IT:1LOE / Loews 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.

Lihat Saham dengan Peringkat Tertinggi
Pengajuan 13F dan NPORT

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

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)		 Saham Δ Saham
(%)		 Dilaporkan
Nilai
($1000)		 Nilai Δ
(%)		 Alokasi Port
(%)
2025-07-28 NP SPVU - Invesco S&P 500 Enhanced Value ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,225 14.33 467 17.68
2025-08-12 13F CIBC Private Wealth Group, LLC 887 -58.00 81 -52.91
2025-07-14 13F Sowell Financial Services LLC 0 -100.00 0
2025-08-26 NP HLEIX - JPMorgan Equity Index Fund Class I 38,167 -1.17 3,498 -1.44
2025-08-26 NP JVASX - JPMorgan Value Advantage Fund Class I 1,226,630 -0.44 112,433 -0.71
2025-08-11 13F Bradley Foster & Sargent Inc/ct 2,574 236
2025-08-12 13F Coldstream Capital Management Inc 6,862 46.06 629 45.71
2025-08-13 13F Schroder Investment Management Group 12,296 -21.98 1,127 -21.08
2025-08-28 NP QWLD - SPDR MSCI World StrategicFactors 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 2,927 -3.43 268 -3.60
2025-08-13 13F Cambria Investment Management, L.P. 5,044 -2.70 462 -2.94
2025-06-05 NP GTTMX - Quantitative U.S. Total Market Equity Portfolio Short -1,820 -0.00 -158 1.94
2025-08-08 13F SBI Securities Co., Ltd. 32 -81.82 3 -87.50
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II 7,312 0.00 670 -0.30
2025-06-23 NP PLFMX - LargeCap S&P 500 Index Fund R-3 31,128 -0.30 2,703 1.31
2025-07-24 NP FDFIX - Fidelity Flex 500 Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 21,224 1.73 1,895 4.81
2025-07-16 13F State of Alaska, Department of Revenue 64,428 -1.78 6 -16.67
2025-06-26 NP FEQHX - Fidelity Hedged Equity Fund 11,052 48.89 960 51.26
2025-07-07 13F RB Capital Management, LLC 6,000 0.00 550 -0.36
2025-07-14 13F Salvus Wealth Management, LLC 11,713 -1.14 1,074 -1.38
2025-08-14 13F Peapack Gladstone Financial Corp 0 -100.00 0
2025-08-11 13F Rothschild Investment Llc 249 57.59 23 57.14
2025-08-14 13F BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 28,140 -20.51 2,579 -20.72
2025-08-27 NP VFINX - Vanguard 500 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 4,940,669 0.70 452,862 0.43
2025-08-26 NP PREIX - T. Rowe Price Equity Index 500 Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 117,101 -4.64 10,733 -4.90
2025-07-25 NP PMSAX - Global Multi-Strategy Fund Class A 1,608 3.08 144 5.93
2025-07-29 13F Fundamentun, Llc 0 -100.00 0
2025-07-29 NP SPINX - SIIT S&P 500 Index Fund - Class A 14,657 -2.01 1,309 0.93
2025-07-07 13F Hedges Asset Management LLC 12,700 -29.05 1,164 -29.24
2025-06-26 NP OWLSX - Old Westbury Large Cap Strategies Fund 673 -95.69 58 -95.65
2025-08-14 13F Occudo Quantitative Strategies Lp 0 -100.00 0
2025-07-29 NP BLES - Inspire Global Hope ETF 3,329 -7.17 297 -4.19
2025-06-27 NP FAS - Direxion Daily Financial Bull 3X Shares 39,848 -15.90 3,460 -14.53
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 164,504 -3.15 15,078 -3.41
2025-08-05 13F Dunhill Financial, LLC 15 -6.25 1 0.00
2025-08-29 NP SPXUX - WisdomTree 500 Digital Fund N/A 49 206.25 4 300.00
2025-08-01 13F GoalVest Advisory LLC 16,225 -0.02 1,487 -0.27
2025-08-14 13F Wells Fargo & Company/mn 124,683 -10.71 11,428 -10.96
2025-08-22 NP DFVE - DoubleLine Fortune 500 Equal Weight ETF 379 9.86 35 9.68
2025-08-12 13F Neo Ivy Capital Management 54 5
2025-07-23 13F Mraz, Amerine & Associates, Inc. 258,873 1.99 23,728 3.13
2025-08-13 13F California Public Employees Retirement System 688,697 -14.07 63,126 -14.30
2025-08-26 NP IJMAX - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV 51,109 -6.69 4,685 -6.95
2025-07-14 13F Ridgewood Investments LLC 4,198 0.07 385 -0.26
2025-08-20 NP QMNIX - AQR Equity Market Neutral Fund Class I 17,039 67.77 1,562 67.31
2025-07-29 NP BPAIX - Boston Partners All-Cap Value Fund INSTITUTIONAL 185,624 -5.74 16,574 -2.89
2025-07-16 13F Patton Fund Management, Inc. 2,583 237
2025-08-14 13F Goldman Sachs Group Inc 924,240 38.57 84,716 38.20
2025-08-12 13F Global Retirement Partners, LLC 357 42.80 33 52.38
2025-08-07 13F Addison Advisors LLC 1,200 0.00 110 -0.91
2025-05-15 13F Human Investing LLC 0 -100.00 0
2025-08-06 13F Valued Wealth Advisors LLC 0 0
2025-07-22 13F Red Tortoise LLC 62 0.00 6 0.00
2025-07-31 13F Oppenheimer & Co Inc 5,270 1.19 483 1.05
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB 12,300 0.00 1,127 -0.27
2025-08-04 13F Quaker Wealth Management, LLC 1,005 92
2025-05-15 13F Minot DeBlois Advisors LLC 0 -100.00 0
2025-08-28 NP SELV - SEI Enhanced Low Volatility U.S. Large Cap ETF 4,229 2.45 388 2.11
2025-08-27 NP VLACX - Vanguard Large-Cap Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 195,801 -1.78 17,947 -2.05
2025-08-26 NP EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 485 0.00 44 0.00
2025-08-27 NP VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index 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 59,551 0.12 5,458 -0.15
2025-08-08 13F Davis Selected Advisers 597,343 -0.29 54,752 -0.56
2025-08-13 13F Hsbc Holdings Plc 728,940 0.66 66,761 0.45
2025-08-08 13F Tortoise Investment Management, LLC 456 1.33 42 0.00
2025-08-28 NP SSPIX - SIMT S&P 500 Index Fund Class F 3,392 0.00 311 -0.32
2025-07-23 NP VVJEX - Voya VACS Series MCV Fund 1,181 -10.94 105 -7.89
2025-07-25 13F Community Bank, N.A. 1,300 0.00 119 0.00
2025-08-28 NP ONEO - SPDR Russell 1000 Momentum Focus ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 772 -16.81 71 -17.65
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio 23,224 0.00 2,129 -0.28
2025-08-26 NP TEQI - T. Rowe Price Equity Income ETF 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 34,321 -9.08 3,146 -9.34
2025-08-11 13F B. Metzler seel. Sohn & Co. AG 5,047 0.00 463 -0.22
2025-07-30 13F Whittier Trust Co 3,826 15.94 351 15.51
2025-08-27 NP LSEIX - Persimmon Long/Short Fund Class I Shares 259 0.00 24 0.00
2025-07-30 NP APUE - ActivePassive U.S. Equity ETF 12,584 2.59 1,124 5.64
2025-07-15 13F Fortitude Family Office, LLC 173 -41.55 16 -44.44
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 56,285 -0.93 4,887 0.68
2025-07-31 13F Quest Partners LLC 22,495 336.37 2,062 335.73
2025-08-14 13F Syon Capital Llc 3,132 11.82 287 11.67
2025-08-13 13F Jones Financial Companies Lllp 1,832 171.01 166 170.49
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A 2,562 -5.01 235 -5.26
2025-07-11 13F Grove Bank & Trust 105 26.51 10 28.57
2025-08-06 13F True Wealth Design, LLC 49 53.12 4 100.00
2025-08-12 13F AlphaCore Capital LLC 1,025 956.70 94 1,062.50
2025-08-14 13F Macquarie Group Ltd 27,298 -14.01 2,502 -14.23
2025-08-26 NP Profunds - Profund Vp Bull 151 -19.25 14 -23.53
2025-08-13 13F Beacon Pointe Advisors, LLC 13,693 145.75 1,255 145.12
2025-08-14 13F Canada Pension Plan Investment Board 169,228 -13.07 15,511 -13.31
2025-08-27 NP BBTSX - Bridge Builder Tax Managed Small/Mid Cap Fund 69,857 0.00 6,403 -0.26
2025-08-08 13F Principal Financial Group Inc 228,971 -4.16 20,987 -4.42
2025-08-29 NP VOTE - Engine No. 1 Transform 500 ETF 2,665 0.04 241 4.33
2025-08-05 13F Fullcircle Wealth Llc 19,008 0.01 1,764 8.02
2025-08-12 13F Enterprise Financial Services Corp 7,739 0.08 709 -0.14
2025-06-20 NP RVRB - Reverb ETF 18 0.00 2 0.00
2025-08-26 NP IVE - iShares S&P 500 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 281,132 0.72 25,769 0.45
2025-07-18 13F Truist Financial Corp 2,935 -1.11 269 -1.10
2025-07-22 13F Signature Wealth Management Partners, LLC 9,292 0.00 852 -0.35
2025-08-05 13F Wellington Shields & Co., LLC 5,001 0.02 458 -0.22
2025-07-24 13F IFP Advisors, Inc 1,069 379.37 98 385.00
2025-08-26 NP IGHSX - Voya Global Equity Portfolio Class S 34,205 -3.23 3,135 -3.48
2025-08-28 NP Humankind Benefit Corp - Humankind US Stock ETF 1,051 -1.68 96 -2.04
2025-08-08 13F Banco Bilbao Vizcaya Argentaria, S.a. 46,121 -2.87 4,227 -3.14
2025-08-26 NP EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB 244 0.00 22 0.00
2025-08-29 NP DTD - WisdomTree U.S. Total Dividend Fund N/A 2,181 -0.82 200 -1.49
2025-08-26 NP Profunds - Profund Vp Financials 834 -8.85 76 -9.52
2025-06-26 NP FLCPX - Fidelity SAI U.S. Large Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 52,959 -1.77 4,598 -0.17
2025-08-14 13F Howard Hughes Medical Institute 38 3
2025-08-28 NP KIE - SPDR(R) S&P Insurance 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 181,930 -13.63 16,676 -13.86
2025-07-30 13F Denali Advisors Llc 4,514 414
2025-08-26 NP INGIX - Voya U.S. Stock Index Portfolio Class I 14,133 3.68 1,295 3.43
2025-08-12 13F Quadcap Wealth Management, LLC 12,647 -1.27 1,159 -1.53
2025-08-12 13F American Century Companies Inc 103,110 7.13 9,451 6.84
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 1,190 0.00 109 0.00
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 4,833 -0.90 432 2.13
2025-08-27 NP VANGUARD VARIABLE INSURANCE FUNDS - Equity Index 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 40,003 -1.10 3,667 -1.37
2025-08-29 NP SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 1,471 0.00 135 -0.74
2025-08-05 13F Plato Investment Management Ltd 8,289 0.00 757 -1.82
2025-08-27 NP RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity 2,269 -21.02 208 -21.59
2025-07-17 13F Moody Lynn & Lieberson, Llc 3,573 -0.14 328 -0.30
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 16,208 5.08 1,497 5.65
2025-07-30 NP ONOF - Global X Adaptive U.S. Risk Management ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 431 -8.30 38 -5.00
2025-03-27 NP PTLC - Pacer Trendpilot US Large Cap ETF 12,443 6.23 1,063 13.57
2025-07-18 13F PGGM Investments 0 -100.00 0
2025-08-11 13F Principal Securities, Inc. 2,094 45.42 192 57.85
2025-04-21 13F Old Second National Bank Of Aurora 0 -100.00 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 3,113 -9.27 285 -9.52
2025-08-27 NP RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 269 278.87 25 300.00
2025-08-14 13F Principia Wealth Advisory, LLC 8 100.00 1
2025-08-20 NP LSAAX - LoCorr Strategic Allocation Fund Class A 146 175.47 13 225.00
2025-08-12 13F Horizon Financial Services, Llc 31 93.75 3 100.00
2025-07-31 13F Washington Trust Advisors, Inc. 650 0.00 60 0.00
2025-08-12 13F Charles Schwab Investment Management Inc 1,597,165 -0.13 146,396 -0.40
2025-07-28 13F Mowery & Schoenfeld Wealth Management, LLC 27 0.00 2 0.00
2025-07-29 NP Guggenheim Strategic Opportunities Fund 190 -5.94 17 -5.88
2025-08-27 NP HCIGX - The Institutional Growth Equity Portfolio HC Strategic Shares 10,056 5.23 922 4.90
2025-07-23 13F Regency Capital Management Inc.\DE 13,641 1,250
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 481 25.59 44 25.71
2025-07-29 NP Voya Global Advantage & Premium Opportunity Fund 10,930 -4.88 976 -2.01
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 60,796 0.89 5,279 2.51
2025-08-08 13F Geode Capital Management, Llc 4,609,107 0.62 420,722 0.25
2025-08-07 13F Vise Technologies, Inc. 7,376 39.27 676 50.89
2025-07-16 13F Signaturefd, Llc 4,040 2.54 370 2.21
2025-08-13 13F Mackenzie Financial Corp 31,325 -51.58 2,871 -51.71
2025-06-27 NP VLLU - Harbor AlphaEdge Large Cap Value ETF 116 -6.45 10 0.00
2025-07-25 NP SCHM - Schwab U.S. Mid-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 468,164 0.32 41,802 3.35
2025-07-10 13F Global Financial Private Client, LLC 0 -100.00 0
2025-08-12 13F Dimensional Fund Advisors Lp 2,486,316 -2.89 227,875 -3.15
2025-08-14 13F Synovus Financial Corp 2,716 4.82 249 4.20
2025-06-24 NP Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 9,028 2,085.96 784 2,137.14
2025-06-30 NP XYLD - Global X S&P 500 Covered Call ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11,898 5.78 1,033 7.49
2025-08-07 13F Readystate Asset Management Lp 8,651 793
2025-08-28 NP CFO - VictoryShares US 500 Enhanced Volatility Wtd ETF 13,505 -2.49 1,238 -2.75
2025-06-25 NP IMCV - iShares Morningstar 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 22,598 -2.69 1,962 -1.11
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 25,935 -1.65 2,377 -1.90
2025-08-01 13F Trust Investment Advisors 0 -100.00 0
2025-05-02 13F Capital A Wealth Management, LLC 15 -28.57 1 0.00
2025-08-26 NP AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 398 -2.69 36 -2.70
2025-06-30 NP LGDX - Intech S&P Large Cap Diversified Alpha ETF 680 59
2025-08-15 13F United Services Automobile Association 0 -100.00 0
2025-07-22 NP GUSA - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 5,861 -4.25 523 -1.32
2025-07-30 NP FCTDX - Strategic Advisers Fidelity U.S. Total Stock Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 65,101 -6.32 5,813 -3.50
2025-05-06 13F MCF Advisors LLC 0 -100.00 0 -100.00
2025-08-12 13F Clear Street Markets Llc 117 11
2025-08-28 NP ONEV - SPDR Russell 1000 Low Volatility Focus ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 13,511 -14.01 1,238 -14.27
2025-08-26 NP Profunds - Profund Vp Ultrabull 42 -41.67 4 -50.00
2025-07-09 13F Mirador Capital Partners LP 30,334 2,780
2025-08-26 NP MCDS - JPMorgan Fundamental Data Science Mid Core ETF 648 0.00 59 0.00
2025-08-06 13F Agf Management Ltd 33,956 7.11 3,112 6.83
2025-08-11 13F Nomura Asset Management Co Ltd 61,090 1.45 5,600 1.17
2025-08-26 NP JMVSX - JPMorgan Mid Cap Value Fund Class I 2,624,057 -5.21 240,521 -5.47
2025-05-15 13F Glenmede Trust Co Na 6,384 -0.39 587 8.12
2025-08-28 NP SSBIX - State Street Balanced Index Fund Class K 1,023 3.96 94 3.33
2025-07-28 NP VCGAX - Growth & Income Fund 8,496 10.62 759 13.98
2025-03-31 NP FHEQ - Fidelity Hedged Equity ETF 0 -100.00 0 -100.00
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 85,197 0.63 7,809 0.36
2025-06-30 NP PALC - Pacer Lunt Large Cap Multi-Factor Alternator ETF 25,495 320.36 2,214 386.37
2025-07-18 13F PFG Investments, LLC 2,205 -8.73 202 -9.01
2025-08-12 13F Brandywine Global Investment Management, LLC 127,260 -2.33 11,665 -2.59
2025-08-01 13F Envestnet Asset Management Inc 169,410 -1.67 15,528 -1.94
2025-05-05 13F Eagle Bay Advisors LLC 0 -100.00 0 -100.00
2025-08-25 NP GINDX - Gotham Index Plus Fund Institutional Class 23,878 -1.06 2,189 -1.35
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 288,764 3,916.75 26
2025-08-14 13F Vident Advisory, LLC 5,852 -7.64 536 -7.90
2025-05-08 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0 -100.00 0
2025-06-27 NP HCMT - Direxion HCM Tactical Enhanced US ETF 1,063 -20.61 92 -19.30
2025-07-18 13F Trust Co Of Vermont 1,349 0.00 124 0.00
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 73 -5.19 6 20.00
2025-08-01 13F New York Life Investment Management Llc 23,603 0.20 2,163 -0.09
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 7,805 9.50 678 11.17
2025-08-26 NP Institutional Investment Strategy Fund 35 0.00 3 0.00
2025-08-12 13F Swiss National Bank 541,161 3.66 49,603 3.38
2025-08-06 13F Moors & Cabot, Inc. 2,765 -63.69 253 -63.81
2025-08-05 13F Bank of New York Mellon Corp 1,162,925 -9.07 106,594 -9.32
2025-06-27 NP SPXL - Direxion Daily S&P 500(R) Bull 3X Shares 10,552 -10.67 916 -9.22
2025-07-29 13F Nordea Investment Management Ab 16,078 2.57 1,459 1.67
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class 60,531 -1.80 5,548 -2.07
2025-08-14 13F Nomura Holdings Inc 0 -100.00 0
2025-08-26 NP GLBIX - Leuthold Global Fund Institutional Class 1,050 0.00 96 0.00
2025-08-29 NP DON - WisdomTree U.S. MidCap Dividend Fund N/A 117,064 2.63 10,730 2.36
2025-08-27 NP VSLU - Applied Finance Valuation Large Cap ETF 424 39
2025-08-06 13F Penserra Capital Management LLC 18 -99.83 0
2025-08-25 NP GEFPX - Gotham Enhanced 500 Plus Fund Institutional Class 81 22.73 7 16.67
2025-08-13 13F Dai-Ichi Life Insurance Company, Ltd 62,713 -12.18 5,748 -12.42
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 139 6.11 12 9.09
2025-07-28 NP SPUSX - Symmetry Panoramic US Equity Fund Class I Shares 1,638 0.00 146 3.55
2025-07-21 NP GGMBX - Goldman Sachs Global Managed Beta Fund Institutional Shares 7,243 0.00 647 3.03
2025-08-28 NP SVOAX - Simt Us Managed Volatility Fund Class F 8,000 733
2025-07-25 13F Board of the Pension Protection Fund 15,600 1,430
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 604,898 -0.07 55,445 -0.35
2025-08-06 13F Ing Groep Nv 8,417 6.22 772 5.91
2025-08-08 13F Hartland & Co., LLC 141 6,950.00 13
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 96,356 8.93 8,604 12.22
2025-08-22 NP MAADX - Dynamic Value Portfolio Class IS 465 -9.88 43 -10.64
2025-06-24 NP MYSPX - MainStay MacKay S&P 500 Index Fund Investor Class 5,460 -1.53 474 0.21
2025-06-27 NP VAMO - Cambria Value and Momentum ETF 5,044 -34.84 438 -33.89
2025-08-26 NP GSPY - Gotham Enhanced 500 ETF 5,543 0.00 508 -0.20
2025-08-11 13F Frank, Rimerman Advisors LLC 0 -100.00 0
2025-06-23 NP LVPIX - Large-cap Value Profund Investor Class 975 1,182.89 85 1,300.00
2025-07-29 13F Aware Super Pty Ltd as trustee of Aware Super 99,006 0.00 9,075 -0.27
2025-08-28 NP SPLG - SPDR(R) Portfolio Large 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 243,051 12.20 22,278 11.89
2025-08-14 13F Blue Capital, Inc. 7,295 0.00 669 8.27
2025-08-08 13F Tobam 142 0
2025-08-22 NP MIMPX - Global Strategist Portfolio Class I 97 1.04 9 0.00
2025-08-14 13F Susquehanna Portfolio Strategies, LLC 88,811 8,140
2025-08-25 NP VVSIX - Venerable US Large Cap Strategic Equity Fund Class I 11,726 -0.20 1,075 -0.46
2025-04-14 13F Regent Peak Wealth Advisors LLC 2,700 -0.84 248 7.83
2025-08-14 13F McIlrath & Eck, LLC 429 -52.49 39 -52.44
2025-08-14 13F UBS Group AG 811,763 -9.84 74,406 -10.09
2025-08-15 NP Guardian Variable Products Trust - Guardian Mid Cap Relative Value VIP Fund 19,030 -9.03 1,744 -9.26
2025-05-06 13F Venturi Wealth Management, LLC 0 -100.00 0
2025-08-13 13F Arizona State Retirement System 52,257 -2.38 4,790 -2.66
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 1,009 -7.43 90 -4.26
2025-07-29 NP PBUS - Invesco PureBeta MSCI USA ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 25,254 15.32 2,255 18.82
2025-08-14 13F Susquehanna International Group, Llp Call 47,100 157.38 4,317 156.81
2025-08-14 13F Susquehanna International Group, Llp Put 34,600 888.57 3,171 887.85
2025-08-14 13F Rafferty Asset Management, LLC 57,878 -0.08 5,305 -0.34
2025-08-28 NP VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I 285 -5.00 26 -3.70
2025-08-28 NP TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 3,733 -6.42 342 -6.56
2025-08-14 13F Wetherby Asset Management Inc 11,698 1.25 1,072 9.61
2025-08-27 NP VIVAX - Vanguard 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 1,487,183 -0.70 136,315 -0.97
2025-08-26 NP GFSYX - Strategic Alternatives Fund Institutional 1,283 0.00 118 0.00
2025-08-13 13F NEOS Investment Management LLC 9,119 24.41 836 24.07
2025-08-14 13F Susquehanna International Group, Llp 37,092 -54.47 3,400 -54.61
2025-08-28 NP ULVM - VictoryShares USAA MSCI USA Value Momentum ETF 19,420 -27.74 1,780 -16.20
2025-08-28 NP SPYX - SPDR S&P 500 Fossil Fuel Reserves Free 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 7,573 -0.85 694 -1.14
2025-04-25 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 38,589 2.66 3,345 2.58
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 117,245 8.54 10,180 10.29
2025-08-08 13F Renasant Bank 8,428 773
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 148 14
2025-04-01 NP FYLG - Global X Financials Covered Call & Growth ETF 56 12.00 5 33.33
2025-06-27 NP SPVM - Invesco S&P 500 Value with 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 10,311 29.45 895 31.62
2025-07-31 13F MQS Management LLC 4,123 378
2025-08-12 13F Jpmorgan Chase & Co 11,333,797 -0.86 1,038,856 -1.13
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 109,309 -5.72 10,019 -5.98
2025-07-17 13F Janney Montgomery Scott LLC 21,981 -0.30 2 0.00
2025-08-21 NP MXEQX - Great-West Large Cap Value Fund Investor Class 86,638 -10.05 7,941 -10.29
2025-08-14 13F Gotham Asset Management, LLC 102,309 27.50 9,378 27.15
2025-08-13 13F Continuum Advisory, LLC 0 -100.00 0
2025-08-12 13F Jefferies Financial Group Inc. 0 -100.00 0
2025-08-27 13F/A Squarepoint Ops LLC 4,811 -1.31 441 -1.79
2025-07-30 13F Bogart Wealth, LLC 53 341.67 5 300.00
2025-07-28 NP SPXE - S&P 500 ex-Energy ETF 232 -2.52 21 0.00
2025-08-22 NP MBAAX - Global Strategist Portfolio Class A Shares 662 2.64 61 1.69
2025-07-23 NP IMCVX - Voya Multi-Manager Mid Cap Value Fund Class I 1,276 -7.74 114 -5.04
2025-08-15 13F ROSS\JOHNSON & Associates LLC 3 0.00 0
2025-08-28 NP SLGFX - SIMT Large Cap Index Fund Class F 3,689 2.79 338 2.74
2025-06-26 NP LSVMX - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares 1,300 0.00 113 0.90
2025-06-30 NP CATH - Global X S&P 500 Catholic Values ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,921 1.63 340 3.34
2025-08-29 NP STXV - Strive 1000 Value ETF 731 -5.06 67 -4.29
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 27,606 8.33 2,465 11.59
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 12,138 0.00 1,054 1.54
2025-08-14 13F Janus Henderson Group Plc 22,813 -3.28 2,091 -2.20
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 1,427 0.00 131 -0.76
2025-08-14 13F Norinchukin Bank, The 9,087 6.08 833 5.72
2025-08-25 NP MIEAX - MM S&P 500 Index Fund Class R4 7,821 0.00 717 -0.28
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 5,380,765 0.74 493,201 0.46
2025-08-04 13F Flagship Harbor Advisors, Llc 2,856 5.27 262 4.82
2025-08-29 NP Gabelli Equity Trust Inc 13,000 0.00 1,192 -0.25
2025-07-24 13F Ronald Blue Trust, Inc. 1,162 5.44 107 4.95
2025-08-06 13F Commonwealth Equity Services, Llc 6,889 55.40 1
2025-08-14 13F Smartleaf Asset Management LLC 11,178 1.31 1,010 1.00
2025-08-27 NP QDFPAX - Davis Financial Portfolio 17,530 -3.68 1,607 -3.95
2025-04-21 13F Aspiriant, Llc 0 -100.00 0 -100.00
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio 79,023 -11.63 7,243 -11.86
2025-08-01 13F AustralianSuper Pty Ltd 165,837 31.02 15,201 30.67
2025-08-27 NP RYSOX - S&P 500 Fund Class A 496 -7.81 45 -8.16
2025-07-17 13F Greenleaf Trust 8,992 -2.29 824 -2.49
2025-08-14 13F Investment Management Corp of Ontario 4,344 -17.16 398 -17.26
2025-07-29 NP VOOV - Vanguard S&P 500 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 41,059 -1.64 3,666 1.35
2025-07-14 13F AdvisorNet Financial, Inc 12 1,100.00 1
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 52 5
2025-07-29 13F Private Wealth Management Group, LLC 152 55.10 14 44.44
2025-08-13 13F Baird Financial Group, Inc. 16,302 -0.80 1,494 -1.06
2025-06-24 NP SWPPX - Schwab S&P 500 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 390,165 -1.88 33,878 -0.29
2025-07-28 13F Bayforest Capital Ltd 867 -30.14 79 -30.70
2025-07-22 13F UniSuper Management Pty Ltd 24,742 -1.59 2,268 -1.86
2025-07-25 13F Apollon Wealth Management, LLC 2,243 206
2025-08-07 13F Montag A & Associates Inc 9,555 -0.85 876 -1.13
2025-07-22 NP GLOV - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 61,774 6.78 5,516 10.01
2025-08-13 13F State Board Of Administration Of Florida Retirement System 207,585 -5.20 19,027 -5.46
2025-08-13 13F Loomis Sayles & Co L P 566 52
2025-08-20 NP QCFIX - AQR CVX Fusion Fund Class I Short -92 -8
2025-08-26 NP WFIOX - Wells Fargo Index Fund Administrator Class 4,408 -3.10 404 -3.35
2025-06-25 NP FAB - First Trust Multi Cap Value AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,307 -41.08 287 -40.08
2025-07-08 13F Nbc Securities, Inc. 406 -8.97 0
2025-08-28 NP BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A 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 Short -15,900 -16
2025-06-25 NP FNCL - Fidelity MSCI Financials Index ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 50,735 0.49 4,405 2.11
2025-07-28 NP RWL - Invesco S&P 500 Revenue ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 62,042 3.74 5,540 6.87
2025-08-14 13F D. E. Shaw & Co., Inc. 166,105 -49.06 15,225 -49.20
2025-08-05 13F State Of Michigan Retirement System 50,752 -1.74 4,652 -2.02
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 38,908 0.00 3,566 -0.28
2025-08-05 13F Simplex Trading, Llc Put 3,500 0
2025-08-05 13F Simplex Trading, Llc Call 700 40.00 0
2025-08-26 13F/A Thrivent Financial For Lutherans 7,173 -1.33 1
2025-04-29 13F Callan Capital, LLC 6,275 8.90 577 18.28
2025-07-17 13F Hanson & Doremus Investment Management 1,018 -22.17 0
2025-08-01 13F Banco Santander, S.A. 59,867 0.00 5,487 -0.27
2025-08-04 13F Strs Ohio 42,820 24.33 3,925 23.98
2025-08-12 13F Ensign Peak Advisors, Inc 49,912 -15.94 4,575 -16.18
2025-05-15 13F 111 Capital 0 -100.00 0
2025-07-28 NP VSTIX - Stock Index Fund 22,811 -3.76 2,037 -0.88
2025-07-31 13F Fielder Capital Group LLC 13,775 1.10 1,263 0.80
2025-08-14 13F Federation des caisses Desjardins du Quebec 33,402 -8.99 3,062 -9.25
2025-08-26 NP GEQYX - EQUITY INDEX FUND Institutional 28,928 0.00 2,652 -0.26
2025-08-12 13F Manchester Capital Management LLC 162 -10.99 15 -12.50
2025-08-14 NP FLDGX - DYNAMIC ALLOCATION FUND Retail Class 1,446 -5.92 133 -6.38
2025-06-30 NP RSP - Invesco S&P 500 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 1,674,463 -6.12 145,394 -4.61
2025-08-27 NP HCSRX - The Catholic SRI Growth Portfolio HC Strategic Shares 175 38.89 16 45.45
2025-08-05 13F Wellington Shields Capital Management, LLC 255 0.00 23 0.00
2025-08-13 13F GeoWealth Management, LLC 253 23
2025-08-13 13F Arrowstreet Capital, Limited Partnership 142,816 -20.46 13,091 -20.67
2025-08-12 13F XTX Topco Ltd 0 -100.00 0
2025-08-22 NP BTAL - AGFiQ U.S. Market Neutral Anti-Beta Fund 15,364 -16.82 1,408 -17.03
2025-08-04 13F KLCM Advisors, Inc. 4,170 0.00 382 -0.26
2025-08-13 13F Centiva Capital, LP 0 -100.00 0
2025-08-15 13F CI Private Wealth, LLC 52,446 -10.77 4,806 -11.03
2025-08-11 13F Delta Asset Management Llc/tn 431 0.00 40 0.00
2025-08-27 NP ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 3,520 -5.38 323 -5.57
2025-08-06 13F Cetera Trust Company, N.A 85 0.00 8 0.00
2025-06-24 NP SNXFX - Schwab 1000 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 57,693 -1.72 5,009 -0.14
2025-05-28 NP FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 964 -2.03 89 6.02
2025-08-26 NP QAAHCX - T. Rowe Price Equity Income 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 84,438 -11.88 7,740 -12.13
2025-08-12 13F APG Asset Management N.V. 205,700 1.08 16,062 -7.24
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 61,328 8.07 5,476 11.33
2025-07-14 13F Armstrong Advisory Group, Inc 167 -34.25 15 -28.57
2025-08-07 13F Illinois Municipal Retirement Fund 128,582 36.10 11,786 35.72
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 45,213 -4.59 4,144 -4.85
2025-05-07 13F Kapitalo Investimentos Ltda 0 -100.00 0 -100.00
2025-06-26 NP IMCB - iShares Morningstar Mid-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 16,680 -3.76 1,448 -2.23
2025-05-14 13F Itau Unibanco Holding S.A. 0 -100.00 0
2025-08-26 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 379,917 -14.44 34,823 -14.68
2025-07-29 13F Chevy Chase Trust Holdings, Inc. 91,987 -0.78 8,432 -1.06
2025-08-13 13F Cresset Asset Management, LLC 8,819 1.19 808 0.87
2025-05-01 13F Bleakley Financial Group, LLC 0 -100.00 0 -100.00
2025-06-24 NP TILT - FlexShares Morningstar US Market Factor Tilt Index Fund This fund is a listed as child fund of Northern Trust Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,123 -1.26 532 0.38
2025-08-08 13F National Pension Service 35,974 7.08 3,297 6.80
2025-06-26 NP USSPX - 500 Index Fund -Member Shares 43,111 -3.73 3,743 -2.17
2025-08-14 13F BI Asset Management Fondsmaeglerselskab A/S 7,447 84.56 1
2025-07-28 NP QVML - Invesco S&P 500 QVM Multi-factor ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,067 -5.24 452 -2.38
2025-07-09 13F VisionPoint Advisory Group, LLC 0 -100.00 0
2025-08-14 13F Man Group plc 85,391 240.64 7,827 239.67
2025-08-14 NP FLFGX - GLOBAL ALLOCATION FUND Retail Class 23 -68.06 2 -66.67
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 5,356 0.00 478 3.02
2025-08-26 NP FCTR - First Trust Lunt U.S. Factor Rotation 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 3,257 -30.67 299 -24.94
2025-07-28 NP AVMV - Avantis U.S. Mid Cap Value ETF 13,172 35.22 1,176 39.34
2025-06-25 NP PEOPX - BNY Mellon S&P 500 Index Fund 8,523 0.00 740 1.65
2025-06-23 NP IYY - iShares Dow Jones U.S. ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7,488 -2.56 650 -0.91
2025-06-25 NP WMLIX - Wilmington Large-Cap Strategy Fund Class I Shares 1,800 0.00 156 1.96
2025-07-31 13F Sumitomo Mitsui Trust Holdings, Inc. 494,280 -2.37 45,306 -2.63
2025-08-28 NP LGLV - SPDR SSGA US Large Cap Low Volatility Index ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 71,137 0.47 6,520 0.20
2025-08-04 13F Deseret Mutual Benefit Administrators 406 0.00 37 0.00
2025-08-27 NP Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 4,097 -10.88 376 -11.14
2025-07-23 13F Maryland State Retirement & Pension System 8,370 0.00 767 -0.26
2025-08-08 13F Pnc Financial Services Group, Inc. 43,631 7.11 3,999 6.81
2025-08-13 13F Townsquare Capital Llc 0 -100.00 0
2025-07-28 13F Generali Asset Management SPA SGR 3,192 -8.64 293 -9.03
2025-08-08 13F/A Sterling Capital Management LLC 11,373 14.22 1,042 13.88
2025-08-14 NP FLRUX - CONSERVATIVE ALLOCATION FUND Retail Class 73 1.39 7 0.00
2025-08-05 13F Bridgewater Advisors Inc. 2,318 209
2025-08-08 13F MTM Investment Management, LLC 444 41
2025-08-26 NP PRFDX - T. Rowe Price Equity Income Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,735,000 -13.03 159,030 -13.27
2025-08-26 NP SFAAX - Wells Fargo Index Asset Allocation Fund Class A 2,545 -5.07 233 -5.28
2025-08-26 NP IAK - iShares U.S. Insurance 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 163,546 4.11 14,991 3.82
2025-08-13 13F Hartree Partners, LP 154,350 14,148
2025-08-27 NP Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 2,229 0.00 204 0.00
2025-08-14 13F Alliancebernstein L.p. 193,694 -2.25 17,754 -2.52
2025-08-13 13F Natixis Advisors, L.p. 67,541 6.48 6 20.00
2025-08-21 NP MXEBX - Great-West Core Strategies: U.S. Equity Fund Institutional Class 1,017 0.00 93 0.00
2025-08-13 13F Winslow Asset Management Inc 34,477 -0.62 3 0.00
2025-04-25 13F Colonial River Wealth Management, LLC 0 -100.00 0 -100.00
2025-07-28 13F Ritholtz Wealth Management 6,707 -5.23 615 -5.54
2025-08-13 13F Northwestern Mutual Wealth Management Co 618 -79.54 57 -79.78
2025-08-14 13F Meiji Yasuda Asset Management Co Ltd. 0 -100.00 0
2025-07-21 13F Mendota Financial Group, LLC 13,941 -1.64 1,278 -1.92
2025-08-07 13F Meeder Asset Management Inc 7,086 -20.80 650 -21.05
2025-05-14 13F Walleye Trading LLC Put 0 -100.00 0 -100.00
2025-08-22 NP PHEQ - Parametric Hedged Equity ETF 2,753 9.81 252 9.57
2025-08-20 13F Kentucky Retirement Systems 11,473 -6.14 1,052 -6.41
2025-07-30 13F IMG Wealth Management, Inc. 52 5
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 9,224 -8.66 845 -8.94
2025-08-14 NP FLDFX - BALANCED FUND Retail Class 1,127 -29.52 103 -29.45
2025-08-11 13F Empirical Finance, LLC 6,886 0.58 631 0.32
2025-07-29 13F Private Trust Co Na 16 0.00 1 0.00
2025-08-14 NP FLDOX - MODERATE ALLOCATION FUND Retail Class 411 -6.80 38 -7.50
2025-08-12 13F Catalyst Funds Management Pty Ltd 0 -100.00 0
2025-08-12 13F Nuveen, LLC 358,874 -3.46 32,894 -3.72
2025-08-27 NP ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 200 -31.03 18 -30.77
2025-04-01 NP PKW - Invesco BuyBack 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 121,212 32.76 10,358 43.67
2025-08-08 13F Mv Capital Management, Inc. 137 -1.44 13 0.00
2025-08-14 13F Wallace Capital Management Inc. 267,902 0.18 24,556 -0.10
2025-08-26 NP FLSP - Franklin Liberty Systematic Style Premia ETF 4,246 105.12 389 104.74
2025-06-26 NP Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund 847 0.00 74 1.39
2025-07-25 13F Stephens Consulting, LLC 12 1
2025-08-08 13F KBC Group NV 31,192 -23.10 3 -33.33
2025-08-11 13F Y.D. More Investments Ltd 166 -34.90 0
2025-08-12 13F SRS Capital Advisors, Inc. 243 86.92 40 254.55
2025-07-25 NP ACWV - iShares Edge MSCI Min Vol Global 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 154,433 -2.60 13,789 0.34
2025-08-13 13F Qtron Investments LLC 6,822 0.00 625 -0.32
2025-07-15 13F Bfsg, Llc 23 0.00 2 0.00
2025-07-08 13F Rise Advisors, LLC 937 0.00 86 -1.16
2025-08-27 NP OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio 3,912 -4.82 359 -5.04
2025-07-25 NP SCHK - Schwab 1000 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 13,251 0.22 1,183 3.32
2025-08-12 13F LPL Financial LLC 53,159 7.05 4,873 6.75
2025-07-25 NP KOKU - Xtrackers MSCI Kokusai Equity ETF 1,754 -0.68 157 1.96
2025-08-12 13F Prudential Plc 8,674 -64.35 795 -64.45
2025-08-14 13F Schwerin Boyle Capital Management Inc 189,384 -13.61 17,359 -13.84
2025-08-27 NP JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I) 34,531 -4.84 3,165 -5.10
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 9,276 4.67 850 4.42
2025-08-08 13F Vestcor Inc 4,734 -0.42 0
2025-07-22 13F DT Investment Partners, LLC 94 0.00 9 0.00
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 305 1.67 28 0.00
2025-08-14 13F Manufacturers Life Insurance Company, The 224,781 1.44 20,603 1.16
2025-07-15 13F Beacon Investment Advisory Services, Inc. 5,307 -5.20 486 -5.45
2025-08-08 13F IMA Wealth, Inc. 145 -31.60 13 -31.58
2025-07-29 NP VADCX - Invesco Equally-weighted S&p 500 Fund Class C 151,548 -8.55 13,532 -5.79
2025-03-27 NP TMAAX - Thrivent Moderately Aggressive Allocation Fund Class A 396 -97.83 34 -97.12
2025-08-26 NP JDVSX - JPMorgan Diversified Fund Class I 2,541 0.00 233 -0.43
2025-06-25 NP ILCB - iShares Morningstar Large-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 3,398 -20.07 295 -18.73
2025-08-01 13F Advisory Alpha, LLC 3,624 17.09 332 16.90
2025-08-26 NP NOSIX - Northern Stock Index Fund 52,536 -2.51 4,815 -2.77
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 7,688 0.00 705 -0.28
2025-07-15 13F Public Employees Retirement System Of Ohio 61,299 -3.66 5,619 -3.92
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 254,211 6.78 22,698 10.01
2025-07-24 13F Capital Advisors, Ltd. LLC 1,327 4.82 0
2025-06-26 NP ETLGX - E*TRADE No Fee Large Cap Index Fund 20 2
2025-08-25 NP MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 574 -6.82 53 -7.14
2025-08-14 13F Graney & King, LLC 665 0.00 61 -1.64
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 3,625 -22.01 332 -22.25
2025-08-25 NP GVALX - Gotham Large Value Fund Institutional Class 863 -5.16 79 -4.82
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 52,537 -0.28 4,562 1.33
2025-07-17 13F Park Place Capital Corp 9,267 28,859.38 856 42,650.00
2025-08-08 13F Creative Planning 27,210 3.34 2,494 3.06
2025-07-08 13F/A Salem Investment Counselors Inc 80 0.00 7 0.00
2025-08-27 NP Brighthouse Funds Trust I - Wells Capital Management Mid Cap Value Portfolio Class A 56,345 -5.22 5,165 -5.47
2025-08-14 13F Raymond James Financial Inc 105,264 58.05 9,648 57.62
2025-06-23 NP ULPIX - Ultrabull Profund Investor Class 354 -11.06 31 -11.76
2025-04-16 13F Bellecapital International Ltd. 0 -100.00 0 -100.00
2025-08-15 13F Great West Life Assurance Co /can/ 311,862 13.27 29 12.00
2025-08-14 13F Redwood Investment Management, Llc 14,908 4.70 1 0.00
2025-08-26 NP IUSV - iShares Core S&P U.S. Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 142,387 0.84 13,051 0.57
2025-06-26 NP HFCGX - Hennessy Cornerstone Growth Fund Investor Class 74,800 6,495
2025-07-25 13F Sequoia Financial Advisors, LLC 10,077 156.35 924 155.68
2025-06-26 NP TILVX - TIAA-CREF Large-Cap Value Index Fund Institutional Class 77,381 -0.37 6,719 1.22
2025-07-30 13F Gulf International Bank (UK) Ltd 9,768 -1.22 1
2025-06-23 NP USMV - iShares Edge MSCI Min Vol USA ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 795,899 1.21 69,108 2.84
2025-08-12 13F Inscription Capital, LLC 2,784 255
2025-08-26 NP EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 11,231 -18.22 1,029 -18.46
2025-05-29 NP SHUS - Stratified LargeCap Hedged ETF 1,563 -10.63 144 -3.38
2025-08-14 13F SWAN Capital LLC 6 1
2025-08-28 NP MODL - VictoryShares WestEnd U.S. Sector ETF 1,851 -26.08 170 -26.52
2025-06-26 NP DFNL - Davis Select Financial ETF 92,290 3.54 8,014 5.21
2025-08-13 13F Capital Fund Management S.a. 70,269 44.73 6,441 44.33
2025-07-22 13F HFM Investment Advisors, LLC 15 150.00 1
2025-07-30 NP SPFIX - S&P 500 Index Fund Direct Shares 1,011 -6.65 90 -3.23
2025-08-15 NP MBOVX - M Large Cap Value Fund 3,400 0.00 312 -0.32
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 797 5.84 73 5.80
2025-08-13 13F Colonial Trust Co / SC 1,668 -10.71 153 -11.11
2025-06-26 NP CRQSX - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 14,043 -3.44 1,219 -1.85
2025-08-14 13F Erste Asset Management GmbH 2,617 237
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 4,172 3.14 382 2.96
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 327,514 -1.07 29,244 1.92
2025-08-12 13F Ameritas Investment Partners, Inc. 1,683 0.00 154 0.00
2025-05-30 NP TMMAX - SIMT Tax-Managed Managed Volatility Fund Class F 12,515 1,150
2025-07-09 13F Massmutual Trust Co Fsb/adv 3,449 2.50 316 2.27
2025-07-23 13F Tectonic Advisors Llc 17,120 -11.38 1,569 -11.61
2025-07-24 NP SUPAX - DWS Multi-Asset Growth Allocation Fund Class A 560 -3.45 50 0.00
2025-08-14 13F Atomi Financial Group, Inc. 5,486 13.09 503 12.81
2025-07-09 13F Bruce G. Allen Investments, LLC 65 0.00 6 0.00
2025-08-13 13F Truvestments Capital Llc 29 3
2025-08-29 NP MVIAX - Praxis Value Index Fund Class A 5,440 0.00 499 -0.20
2025-07-17 13F CWA Asset Management Group, LLC 2,935 5.99 269 5.91
2025-07-29 NP John Hancock Funds II - U.S. Sector Rotation Fund Class NAV 16,606 -4.80 1,483 -1.92
2025-08-04 13F Terril Brothers, Inc. 3,576 48.32 328 47.96
2025-08-14 13F Utah Retirement Systems 29,220 -2.24 2,678 -2.51
2025-08-13 13F Railway Pension Investments Ltd 75,500 0.00 6,920 -0.27
2025-08-12 13F Corebridge Financial, Inc. 0 -100.00 0
2025-07-14 13F GAMMA Investing LLC 8,074 10.41 740 10.12
2025-08-14 13F/A Skopos Labs, Inc. 8,303 1,351.57 761 1,361.54
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 3,530 0.46 324 0.31
2025-08-27 NP VMVIX - Vanguard Mid-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 1,059,495 -3.04 97,113 -3.30
2025-07-28 13F Td Asset Management Inc 257,916 -6.24 23,641 -6.49
2025-07-30 13F LGT Financial Advisors LLC 2 0
2025-05-29 NP CUHAX - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 814 -23.85 75 -17.78
2025-08-11 13F Citigroup Inc 185,169 -20.91 16,973 -21.12
2025-08-13 13F Walleye Trading LLC 14,225 1,304
2025-08-13 13F Walleye Trading LLC Call 100 9
2025-04-17 13F Mission Wealth Management, Lp 0 -100.00 0 -100.00
2025-07-29 NP SPIAX - Invesco S&p 500 Index Fund Class A 12,500 0.00 1,116 3.05
2025-08-14 13F Treasurer of the State of North Carolina 79,811 -4.31 7 0.00
2025-08-13 13F Virtus Investment Advisers, Inc. 16,253 1,490
2025-07-25 NP SCHV - Schwab U.S. Large-Cap Value 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 89,331 -1.23 7,976 1.76
2025-08-21 NP MXMVX - Great-West Mid Cap Value Fund Investor Class 91,089 40.36 8,349 39.99
2025-07-28 NP XRLV - Invesco S&P 500 ex-Rate Sensitive Low Volatility 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 4,946 1.52 442 4.50
2025-04-24 NP CZMVX - Multi-Manager Value Strategies Fund Institutional Class 18,450 -37.28 1,599 -37.32
2025-08-08 13F Atlantic Trust, LLC 111 58.57 10 66.67
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 4,808 0.00 441 -0.23
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 1,087 1.97 100 2.06
2025-08-12 13F Deutsche Bank Ag\ 741,142 -7.24 67,933 -7.49
2025-08-08 13F Intech Investment Management Llc 47,083 23.24 4,316 22.90
2025-08-14 13F Axa S.a. 52,219 0.22 4,786 -0.04
2025-08-15 13F Captrust Financial Advisors 36,484 20.71 3,344 20.42
2025-08-25 NP LBWAX - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A 2,005 5.25 184 4.57
2025-08-26 NP IRMAX - Voya RussellTM Mid Cap Index Portfolio Class ADV 13,956 -2.77 1,279 -3.03
2025-07-24 NP NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 8 1
2025-08-14 13F Comerica Bank 28,790 -4.62 2,639 -4.90
2025-04-25 NP VFTNX - Vanguard FTSE Social Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 94,154 1.38 8,160 1.32
2025-08-28 NP IVV - iShares Core S&P 500 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,060,636 -4.12 188,878 -4.38
2025-08-26 NP EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 831 -10.74 76 -10.59
2025-08-13 13F Bank Of Nova Scotia 89,140 309.50 8,171 308.50
2025-07-17 13F HB Wealth Management, LLC 7,493 -20.52 687 -20.79
2025-07-17 13F Fort Washington Investment Advisors Inc /oh/ 0 -100.00 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 101,184 -2.75 9,035 0.19
2025-03-26 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 -8,701 -744
2025-07-21 13F/A Abacus Planning Group, Inc. 3,543 325
2025-08-28 NP GMLGX - GuideMark(R) Large Cap Core Fund Service Shares 2,518 -69.50 231 -69.66
2025-08-13 13F Healthcare Of Ontario Pension Plan Trust Fund 9,443 104.97 866 104.49
2025-07-24 NP HNDRX - Horizon Defined Risk Fund Investor Class 2,698 5.76 241 8.60
2025-08-08 13F Abn Amro Investment Solutions 23,425 -28.23 2,147 -28.43
2025-08-11 13F Wealthspire Advisors, LLC 2,964 -19.85 272 -20.06
2025-08-27 NP BBVLX - Bridge Builder Large Cap Value Fund 453,428 -10.50 41,561 -10.75
2025-07-24 13F Jfs Wealth Advisors, Llc 169 3.05 15 0.00
2025-08-05 13F American Capital Advisory, LLC 4 0
2025-08-13 13F Invesco Ltd. 3,351,550 -16.40 307,203 -16.63
2025-08-28 NP SPYV - SPDR(R) Portfolio S&P 500 Value ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 191,743 2.77 17,575 2.49
2025-08-25 NP MDDAX - MassMutual Select Diversified Value Fund Class A 7,000 -2.78 642 -3.03
2025-07-15 13F SJS Investment Consulting Inc. 26 -40.91 2 -50.00
2025-07-30 13F Securian Asset Management, Inc 9,005 -3.22 825 -3.51
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 12,515 225.49 1,154 230.66
2025-07-09 13F Czech National Bank 42,543 4.84 3,899 4.56
2025-08-26 NP GPIX - Goldman Sachs S&P 500 Core Premium Income ETF 3,474 76.79 318 76.67
2025-08-14 13F Brevan Howard Capital Management LP 31,251 117.52 2,864 116.97
2025-08-14 13F Quantinno Capital Management LP 200,667 42.85 18,393 42.47
2025-08-05 13F Simplex Trading, Llc 0 -100.00 0
2025-08-22 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 27,391 35.24 2,511 34.87
2025-08-14 13F Saudi Central Bank 0 -100.00 0
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 17,991 -21.56 1,649 -21.77
2025-08-13 13F Ostrum Asset Management 6,135 -2.79 562 -3.10
2025-07-10 13F Wedmont Private Capital 3,171 2.62 288 10.34
2025-08-14 13F Royal Bank Of Canada 805,600 0.70 73,840 0.42
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 47,249 1.63 4,331 1.36
2025-08-04 13F Heritage Investors Management Corp 2,340 0.00 0
2025-08-26 NP IXG - iShares Global Financials 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 6,936 -0.06 636 -0.31
2025-08-26 NP EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 8,352 -7.65 766 -7.94
2025-08-29 NP GATAX - The Gabelli Asset Fund Class A 61,500 -2.69 5,637 -2.94
2025-04-22 13F Intact Investment Management Inc. 0 -100.00 0 -100.00
2025-05-02 13F Cable Hill Partners, LLC 2,993 -0.70 260 1.57
2025-08-14 13F Integrated Wealth Concepts LLC 0 -100.00 0
2025-06-27 NP TOV - JLens 500 Jewish Advocacy U.S. ETF 432 0.00 38 0.00
2025-07-28 NP SPLV - Invesco S&P 500 Low Volatility 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 870,404 -5.17 77,718 -2.31
2025-06-27 NP YOKE - Yoke Core ETF 1,001 87
2025-08-14 13F Aureus Asset Management, LLC 9,411 -9.45 863 -9.74
2025-08-14 13F State Street Corp 8,063,331 -1.11 739,085 -1.38
2025-07-10 13F Longboard Asset Management, LP 2,733 0.00 251 -0.40
2025-08-12 13F J.w. Cole Advisors, Inc. 3,286 -0.51 301 -0.66
2025-08-26 NP EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA 37,389 0.00 3,427 -0.26
2025-07-17 13F Wolff Wiese Magana Llc 25 0.00 2 0.00
2025-08-13 13F Amundi 431,274 -51.41 39,393 -51.29
2025-08-14 13F Xponance, Inc. 34,301 33.21 3,144 32.88
2025-04-17 13F Trust Point Inc. 0 -100.00 0 -100.00
2025-07-16 13F Perigon Wealth Management, LLC 2,683 -16.26 246 -16.67
2025-08-12 13F Adalta Capital Management LLC 1,500 137
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-07-28 NP AVLC - Avantis U.S. Large Cap Equity ETF 4,741 33.74 423 37.79
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F Dark Forest Capital Management Lp 32,400 38.26 2,970 37.90
2025-07-24 13F Callan Family Office, LLC 4,572 419
2025-07-28 NP AVUQ - Avantis U.S. Quality ETF 76 7
2025-06-27 NP SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 4,689 -23.39 407 -22.18
2025-07-25 13F Wealth Architects, LLC 3,387 -11.01 310 -11.17
2025-08-14 13F Nissay Asset Management Corp /japan/ /adv 22,707 -0.92 2,081 -1.19
2025-08-12 13F Axq Capital, Lp 4,522 414
2025-07-30 13F DekaBank Deutsche Girozentrale 47,513 1.80 4 0.00
2025-08-13 13F Russell Investments Group, Ltd. 76,469 -8.14 7,008 -8.39
2025-08-14 13F Hancock Whitney Corp 2,520 -3.11 231 -3.77
2025-07-28 NP VALQ - American Century STOXX U.S. Quality 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 2,912 -55.92 260 -54.55
2025-08-15 13F/A Rakuten Securities, Inc. 4 -42.86 0
2025-08-28 NP SSEYX - State Street Equity 500 Index II 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 66,219 23.50 6,070 23.15
2025-08-11 13F GW&K Investment Management, LLC 64 1.59 0
2025-08-27 NP VINIX - Vanguard Institutional Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,067,752 -2.12 97,870 -2.38
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 38,834 2.82 3,372 4.46
2025-08-29 NP MFUS - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 766 47.02 70 48.94
2025-08-13 13F Virtus ETF Advisers LLC 1,316 121
2025-08-12 13F Winnow Wealth Llc 0 -100.00 0
2025-07-29 13F TFC Financial Management 25 0.00 2 0.00
2025-08-12 13F Mediolanum International Funds Ltd 46,722 185.69 4,224 184.95
2025-08-29 NP STRV - Strive 500 ETF 2,875 5.39 264 5.20
2025-09-04 13F/A Advisor Group Holdings, Inc. 39,228 192.66 3,596 191.88
2025-08-26 NP EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 25,392 0.00 2,327 -0.26
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 1,672 0.00 145 2.11
2025-08-18 13F Onefund, Llc 482 0
2025-07-25 NP USBLX - Growth and Tax Strategy Fund 2,090 -0.05 187 2.76
2025-07-23 NP CFMCX - Column Mid Cap Fund 5,022 0.00 448 2.99
2025-08-26 NP IWB - iShares Russell 1000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 123,400 -4.28 11,311 -4.54
2025-07-18 13F Centricity Wealth Management, LLC 17 0.00 2 0.00
2025-06-18 NP RTDAX - Multifactor U.S. Equity Fund Class A 1,908 0.00 166 1.23
2025-07-16 13F Brave Asset Management Inc 3,100 0.00 284 0.00
2025-05-15 13F Two Sigma Securities, Llc 0 -100.00 0
2025-06-26 NP DFLV - Dimensional US Large Cap Value ETF 62,492 1.44 5,426 3.10
2025-08-13 13F 1832 Asset Management L.P. 19,639 -8.46 1,800 -8.68
2025-08-12 13F Pathstone Holdings, LLC 64,009 7.18 5,867 6.93
2025-08-14 13F Ameriprise Financial Inc 59,084 -22.91 5,416 -23.13
2025-05-15 13F Elo Mutual Pension Insurance Co 0 -100.00 0 -100.00
2025-08-05 13F Bank Of Montreal /can/ 155,219 -31.45 14,227 -31.64
2025-08-28 NP QUS - SPDR MSCI USA StrategicFactors 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 22,795 4.97 2,089 4.71
2025-07-25 NP NEIAX - Columbia Large Cap Index Fund Class A 10,802 -3.89 965 -1.03
2025-06-23 NP IYF - iShares U.S. Financials 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 107,890 -6.52 9,368 -5.00
2025-03-27 NP PWS - Pacer WealthShield ETF 106 -11.67 9 0.00
2025-08-14 13F Stifel Financial Corp 7,453 28.04 683 27.90
2025-06-30 NP XYLG - Global X S&P 500 Covered Call & Growth ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 196 -7.11 17 -5.56
2025-05-15 13F CAPROCK Group, Inc. 22,399 4.25 2,059 13.14
2025-08-06 13F First Horizon Advisors, Inc. 292 -1.35 27 -3.70
2025-08-15 13F Global View Capital Management LLC 7,620 -6.75 698 -7.06
2025-06-27 NP JOET - Virtus Terranova U.S. Quality Momentum ETF 15,569 1,352
2025-04-01 NP PHDG - Invesco S&P 500 Downside Hedged 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 286 -8.04 24 0.00
2025-08-27 NP VIMSX - Vanguard Mid-Cap Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,704,486 1.01 339,553 0.73
2025-08-07 13F Kestra Private Wealth Services, Llc 9,081 -0.33 832 -0.60
2025-08-07 13F Sierra Ocean, Llc 209 -32.14 19 -32.14
2025-05-08 13F Federated Hermes, Inc. 0 -100.00 0 -100.00
2025-08-06 13F SOUTH STATE Corp 129 148.08 12 175.00
2025-08-11 13F Vanguard Group Inc 19,621,231 0.10 1,798,482 -0.17
2025-07-14 13F Park Avenue Securities Llc 7,584 12.02 1
2025-08-26 NP IWS - iShares Russell Mid-Cap Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 254,760 -9.93 23,351 -10.17
2025-08-14 13F Alaska Permanent Fund Corp 0 -100.00 0
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 816 -19.92 75 -20.43
2025-08-27 NP Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 6,966 -17.52 639 -17.78
2025-07-22 13F O'Keefe Stevens Advisory, Inc. 166,196 0.71 15,234 0.44
2025-08-14 13F Susquehanna Fundamental Investments, Llc 64,034 -25.95 5,869 -26.16
2025-03-31 NP DAACX - Diversified Equity Fund 992 0.00 85 7.69
2025-08-14 13F Lazard Asset Management Llc 900 0.00 0
2025-07-28 NP AVMC - Avantis U.S. Mid Cap Equity ETF 5,592 9.09 499 12.39
2025-06-26 NP USGRX - Growth & Income Fund Shares 1,845 -32.81 160 -31.62
2025-08-25 NP PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1 8,155 -7.32 747 -7.55
2025-08-28 NP XLF - The Financial Select Sector SPDR Fund This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,174,235 -10.33 107,630 -10.57
2025-07-28 13F Harbour Investments, Inc. 121 17.48 11 22.22
2025-08-12 13F MAI Capital Management 1,660 16.98 152 16.92
2025-06-26 NP TIEIX - TIAA-CREF Equity Index Fund Institutional Class 138,684 -10.93 12,042 -9.49
2025-08-27 NP RYDEX VARIABLE TRUST - Nova Fund Variable Annuity 88 -9.28 8 0.00
2025-07-31 13F Ag2r La Mondiale Gestion D'actifs 0 -100.00 0
2025-08-13 13F Brown Advisory Inc 3,015 276
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 29,725 16.19 2,581 18.07
2025-07-17 13F Raleigh Capital Management Inc. 0 -100.00 0
2025-08-21 NP MXVIX - Great-West S&P 500 Index Fund Investor Class 27,703 0.00 2,539 -0.27
2025-06-30 NP EGLE - Global X S&P 500 U.S. Revenue Leaders ETF 15 1
2025-08-06 13F Savant Capital, LLC 20,584 1.80 1,887 1.51
2025-08-27 NP JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 2,153 90.03 197 89.42
2025-07-21 13F Ameritas Advisory Services, LLC 53 5
2025-08-13 13F M&t Bank Corp 45,838 1.56 4,202 1.28
2025-07-28 NP SPXV - S&P 500 ex-Health Care ETF 113 2.73 10 11.11
2025-07-29 NP EBI - Longview Advantage ETF 792 877.78 71 900.00
2025-08-29 NP DHMAX - Diamond Hill Small-Mid Cap Fund Class A 82,612 -4.29 7,572 -4.54
2025-06-18 NP NMFAX - Nationwide Dynamic U.S. Growth Fund Class A 4,484 3.41 389 5.14
2025-03-27 NP FCEUX - Franklin U.S. Core Equity (IU) Fund Advisor 14,631 -46.66 1,250 -42.26
2025-06-26 NP JHMM - John Hancock Multifactor Mid Cap ETF 98,501 -0.13 8,553 1.48
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 11,398 -2.01 990 -0.40
2025-06-26 NP ACWI - iShares MSCI ACWI 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 48,905 -1.79 4,246 -0.19
2025-07-09 13F Beacon Financial Group 18,355 0.08 1,682 -0.18
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 14,951 10.01 1,370 9.69
2025-07-21 13F Quent Capital, LLC 0 -100.00 0
2025-07-25 13F Allspring Global Investments Holdings, LLC 2,960,802 -3.21 273,341 -2.96
2025-08-18 13F Wolverine Trading, Llc 0 -100.00 0 -100.00
2025-07-29 NP PTL - Inspire 500 ETF 5,111 16.19 456 19.69
2025-08-28 NP Spdr S&p 500 Etf Trust 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 2,110,764 -1.34 193,473 -1.61
2025-07-29 13F Activest Wealth Management 41 4,000.00 4
2025-08-18 13F Wolverine Trading, Llc Put 0 -100.00 0 -100.00
2025-07-29 NP SDLAX - SIIT Dynamic Asset Allocation Fund - Class A 4,840 14.15 432 17.71
2025-03-27 NP THMAX - Thrivent Moderate Allocation Fund Class A 283 -98.05 24 -97.36
2025-08-11 13F Elequin Capital Lp 0 -100.00 0
2025-07-29 13F Arnhold LLC 12,000 0.00 1,100 -0.27
2025-08-14 13F Riggs Asset Managment Co. Inc. 6 0.00 1
2025-08-27 NP JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 1,679 -9.39 154 -10.00
2025-08-29 NP GCAEX - The Gabelli Equity Income Fund Class A 52,500 -2.78 4,812 -3.04
2025-05-15 13F/A Orion Portfolio Solutions, LLC 10,510 -51.56 966 -47.47
2025-08-14 13F Ubs Asset Management Americas Inc 1,627,935 8.78 149,217 8.48
2025-08-29 NP Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 10,725 -0.81 983 -1.01
2025-07-24 NP FXAIX - Fidelity 500 Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,229,050 -1.54 199,032 1.44
2025-08-28 NP ELDFX - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 223 -5.91 20 -4.76
2025-07-15 13F Ballentine Partners, LLC 4,077 -2.81 374 -3.12
2025-08-12 13F Inceptionr Llc 6,240 -45.92 572 -46.13
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 102,035 -1.33 9,111 1.65
2025-08-14 13F Glen Eagle Advisors, LLC 39 0.00 4 0.00
2025-08-12 13F Diamond Hill Capital Management Inc 129,059 -15.22 11,830 -15.45
2025-07-30 13F Lafayette Investments, Inc. 73,393 0.27 6,727 0.00
2025-08-14 13F Colony Group, LLC 18,002 -5.59 1,650 -5.82
2025-08-14 13F Glenmede Investment Management, LP 6,164 565
2025-06-27 NP SPGP - Invesco S&P 500 GARP 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 425,206 -19.31 36,921 -18.01
2025-08-14 13F CIBC World Markets Inc. 4,473 -85.25 410 -85.32
2025-07-16 13F US Asset Management LLC 6,867 -0.42 629
2025-05-27 NP Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 0 -100.00 0 -100.00
2025-08-20 NP QRPNX - AQR Alternative Risk Premia Fund Class N 8,216 -1.93 753 -2.21
2025-08-05 13F iA Global Asset Management Inc. 6,265 22.75 1
2025-08-22 NP FELV - Fidelity Enhanced Large Cap Value ETF 6,569 2.53 602 2.38
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 11,253 -55.68 1,031 -55.81
2025-08-14 NP FLSPX - SPECTRUM FUND Retail Class 253 -95.98 23 -94.36
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 80,751 -0.89 7,012 0.70
2025-08-13 13F New York State Common Retirement Fund 71,757 -5.28 7 0.00
2025-07-25 NP SCHX - Schwab U.S. Large-Cap ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 176,869 0.14 15,793 3.16
2025-03-25 NP MXCCX - Federated Max-Cap Index Fund Class C Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 537 -52.27 46 -48.86
2025-07-18 13F BSW Wealth Partners 2,812 5.36 258 4.90
2025-07-01 13F Stonehearth Capital Management, LLC 2,700 0.00 247 -0.40
2025-07-31 13F State of New Jersey Common Pension Fund D 49,446 0.00 4,532 -0.26
2025-08-06 13F Nvwm, Llc 10 100.00 1
2025-08-14 13F Spears Abacus Advisors LLC 2,415 0.42 221 0.00
2025-04-25 13F Smallwood Wealth Investment Management, LLC 47 4
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 34,542 1.98 3,166 1.70
2025-05-13 13F Bokf, Na 0 -100.00 0
2025-07-22 13F Carolina Wealth Advisors, LLC 195 -95.13 18 -95.37
2025-08-28 NP WFIVX - Wilshire 5000 Index Fund Investment Class 871 0.00 80 -1.25
2025-04-24 13F Achmea Investment Management B.V. 0 -100.00 0
2025-05-22 NP ROUS - Hartford Multifactor US Equity ETF 6,153 12.53 566 22.03
2025-08-13 13F ExodusPoint Capital Management, LP 25,436 269.01 2
2025-07-31 13F Nisa Investment Advisors, Llc 121,236 -0.65 11,112 -0.92
2025-08-11 NP CMEUX - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 36,103 0.00 3,309 -0.27
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 596,648 5.62 51,807 7.33
2025-08-14 13F Silvercrest Asset Management Group Llc 12,123 63.96 1,111 63.62
2025-05-27 NP FEAC - Fidelity Enhanced U.S. All-Cap Equity ETF 0 -100.00 0 -100.00
2025-08-25 NP MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class 49,421 26.88 4,530 26.54
2025-05-27 NP FELC - Fidelity Enhanced Large Cap Core ETF 0 -100.00 0 -100.00
2025-08-12 13F Private Management Group Inc 2,900 0.00 266 -0.38
2025-08-14 13F Lombard Odier Asset Management (Switzerland) SA 34,172 -0.55 3,132 -0.82
2025-08-14 13F Price T Rowe Associates Inc /md/ 3,655,053 -11.73 335 -11.84
2025-08-28 NP CFA - VictoryShares US 500 Volatility Wtd ETF 17,089 -2.43 1,566 -2.67
2025-08-07 13F Hughes Financial Services, LLC 42 121.05 4 200.00
2025-05-27 NP GAFCX - Virtus AlphaSimplex Global Alternatives Fund Class C 243 0.00 22 10.00
2025-07-28 NP PWTAX - UBS U.S. Allocation Fund Class A 180 0.00 16 6.67
2025-07-29 NP JIEMX - Equity Income Fund Class NAV 35,883 -81.93 3,204 -81.39
2025-08-13 13F Gifford Fong Associates 6,700 0.00 1
2025-08-27 NP Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A 29,099 -3.35 2,667 -3.61
2025-06-26 NP BlackRock ETF Trust - BlackRock U.S. Industry Rotation 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 67 -63.78 6 -66.67
2025-08-15 13F State of Tennessee, Treasury Department 80,802 -7.07 7,406 -7.32
2025-08-14 13F/A Barclays Plc 843,703 8.04 77 8.45
2025-07-11 13F/A Livforsakringsbolaget Skandia, Omsesidigt 58 0.00 5 0.00
Other Listings
DE:LTR € 83.50
MX:L
US:L US$ 96.64
GB:0JVI US$ 96.30
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