BKH - Black Hills Corporation Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham (NYSE)

Black Hills Corporation
US ˙ NYSE ˙ US0921131092

Mga Batayang Estadistika
Pemilik Institusional 837 total, 826 long only, 7 short only, 4 long/short - change of 1.45% MRQ
Alokasi Portofolio Rata-rata 0.1831 % - change of -2.37% MRQ
Jumlah Saham Beredar shares (source: Capital IQ)
Saham Institusional (Jangka Panjang) 84,867,160 - 116.49% (ex 13D/G) - change of -0.40MM shares -0.46% MRQ
Nilai Institusional (Jangka Panjang) $ 4,639,021 USD ($1000)
Kepemilikan Institusional dan Pemegang Saham

Black Hills Corporation (US:BKH) memiliki 837 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 84,896,750 saham. Pemegang saham terbesar meliputi BlackRock, Inc., Vanguard Group Inc, State Street Corp, Macquarie Group Ltd, IJH - iShares Core S&P Mid-Cap ETF, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Geode Capital Management, Llc, IWM - iShares Russell 2000 ETF, NAESX - Vanguard Small-Cap Index Fund Investor Shares, and Capital Research Global Investors .

Struktur kepemilikan institusional Black Hills Corporation (NYSE:BKH) 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 59.69 / share. Previously, on September 9, 2024, the share price was 59.61 / share. This represents an increase of 0.13% over that period.

BKH / Black Hills 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.

Rasio Put/Call Institusional

Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.

Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.

BKH / Black Hills Corporation Historical Put/Call Ratio
Pengajuan 13D/G

Kami menyajikan pengajuan 13D/G secara terpisah dari pengajuan 13F karena perlakuan yang berbeda oleh SEC. Pengajuan 13D/G dapat diajukan oleh kelompok investor (dengan satu pemimpin), sedangkan pengajuan 13F tidak bisa. Hal ini mengakibatkan situasi di mana seorang investor dapat mengajukan 13D/G yang melaporkan satu nilai untuk total saham (mewakili semua saham yang dimiliki oleh kelompok investor), tetapi kemudian mengajukan 13F yang melaporkan nilai yang berbeda untuk total saham (mewakili kepemilikan mereka sendiri). Ini berarti bahwa kepemilikan saham dari pengajuan 13D/G dan pengajuan 13F seringkali tidak dapat dibandingkan secara langsung, sehingga kami menyajikannya secara terpisah.

Catatan: Mulai 16 Mei 2021, kami tidak lagi menampilkan pemilik yang belum mengajukan 13D/G dalam setahun terakhir. Sebelumnya, kami menampilkan riwayat lengkap pengajuan 13D/G. Secara umum, entitas yang diwajibkan untuk mengajukan pengajuan 13D/G harus mengajukan setidaknya setiap tahun sebelum mengirimkan pengajuan penutupan. Namun, terkadang dana keluar dari posisi tanpa mengirimkan pengajuan penutupan (misalnya, mereka menghentikan operasi), sehingga menampilkan riwayat lengkap terkadang menyebabkan kebingungan tentang kepemilikan saat ini. Untuk mencegah kebingungan, kami sekarang hanya menampilkan pemilik 'saat ini' - yaitu - pemilik yang telah mengajukan dalam setahun terakhir.

Upgrade to unlock premium data.

Tanggal File Formulir Investor Sebelumnya
Saham
Terbaru
Saham
Δ Saham
(Persen)
Kepemilikan
(Persen)
Δ Pagmamay-ari
(Persen)
2025-04-30 13G/A BlackRock, Inc. 11,500,452 10,522,520 -8.50 14.60 -9.32
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 .

Important Note

In an effort to reduce load times for our mobile users, we are testing some ways to deliver lighter pages.

In this first test, we will deliver only the most recent 750 transactions (out of 933 for this stock). If you are interested in loading *all* the transactions for this company, click the "load all" button below. This is just a test and if you don't like it, please let us know by submitting some gentle feedback via the link at the bottom of this page.

Load All
Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)
Saham Δ Saham
(%)
Dilaporkan
Nilai
($1000)
Nilai Δ
(%)
Alokasi Port
(%)
2025-08-27 NP RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Value Fund Variable Annuity 614 -9.44 34 -17.07
2025-08-12 13F Brandywine Global Investment Management, LLC 248,340 -3.72 13,932 -10.95
2025-08-04 13F AMG National Trust Bank 38,952 0.02 2,185 -7.49
2025-08-13 13F Kennedy Capital Management, Inc. 0 -100.00 0
2025-05-13 13F Trajan Wealth LLC 0 -100.00 0
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 4,277 250
2025-08-27 NP CDOFX - Crawford Small Cap Dividend Fund - Class I 77,352 -9.37 4,339 -16.17
2025-03-27 NP PTMC - Pacer Trendpilot US Mid Cap ETF 10,322 1.12 606 0.66
2025-09-04 13F/A Advisor Group Holdings, Inc. 9,068 2.51 509 -5.22
2025-08-20 NP ASMOX - AQR Small Cap Momentum Style Fund Class I 1,601 90
2025-08-14 13F Mariner, LLC 29,945 3.43 1,680 -4.33
2025-08-14 13F Xponance, Inc. 10,250 0.31 575 -7.11
2025-08-26 NP FDL - First Trust Morningstar Dividend Leaders Index Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 119,495 2.44 6,704 -5.24
2025-06-27 NP ESCQX - Embark Small Cap Equity Fund Retirement Class 21,672 37.15 1,320 42.13
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 1,545 -42.78 87 -47.24
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 4,836 38.33 271 27.83
2025-08-04 13F Amalgamated Bank 31,851 -0.33 2 0.00
2025-06-25 NP DVY - iShares Select Dividend 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 1,472,829 0.73 89,695 4.45
2025-07-24 13F Ronald Blue Trust, Inc. 465 -27.34 26 -31.58
2025-08-14 13F Bank Of America Corp /de/ 511,601 -9.31 28,701 -16.12
2025-08-27 NP JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 11,710 0.00 657 -7.61
2025-07-30 13F Advantage Trust Co 100 6
2025-08-28 NP SPMD - SPDR(R) Portfolio Mid 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 327,985 3.49 18,400 -4.28
2025-07-25 NP NDVAX - MFS New Discovery Value Fund A 404,031 -7.63 23,624 -11.73
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 19,354 -19.22 1,132 -22.80
2025-08-20 13F Monarch Capital Management Inc/ 5,485 0.00 308 -7.53
2025-08-12 13F Ameritas Investment Partners, Inc. 41,610 1.22 2,333 -6.42
2025-08-08 13F Jupiter Asset Management Ltd 7,558 0.00 424 -7.42
2025-08-29 NP Gabelli Utility Trust 33,000 0.00 1,851 -7.50
2025-07-15 13F Fifth Third Bancorp 699 -15.17 39 -20.41
2025-08-12 13F Dynamic Technology Lab Private Ltd 36,787 87.78 2,064 73.74
2025-08-14 13F Susquehanna Fundamental Investments, Llc 90,869 -7.65 5,098 -14.58
2025-07-14 13F Ridgewood Investments LLC 1,524 -65.81 85 -68.52
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 23,627 -2.16 1,325 -9.49
2025-08-27 NP CWSIX - Carillon Chartwell Small Cap Value Fund Class Chartwell 12,153 -11.05 682 -17.75
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 85,020 2.60 4,770 -5.09
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 3,161 15.07 193 19.25
2025-08-12 13F J.w. Cole Advisors, Inc. 3,780 14.37 212 6.00
2025-08-08 13F Mv Capital Management, Inc. 9 0.00 1
2025-08-26 NP IIFAX - Voya Balanced Income Portfolio Class ADV 3,540 11.95 199 3.66
2025-08-08 13F Creative Planning 25,530 2.43 1,432 -5.23
2025-08-13 13F Gamco Investors, Inc. Et Al 207,982 7.81 11,668 -0.28
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 7,330 0.00 411 -7.43
2025-07-24 13F Us Bancorp \de\ 11,561 -2.73 649 -10.00
2025-05-22 NP ROSC - Hartford Multifactor Small Cap ETF 132 8
2025-07-29 13F Regions Financial Corp 4,500 252
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 45,082 -3.48 3 0.00
2025-08-04 13F Arkadios Wealth Advisors 6,957 1.77 390 -5.80
2025-06-18 NP FLIAX - First Sentier American Listed Infrastructure Fund Institutional Class 1,024 142.65 62 158.33
2025-06-26 NP FSMD - Fidelity Small-Mid Factor 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 35,863 71.51 2,184 77.85
2025-08-07 13F Meeder Asset Management Inc 61,189 -9.57 3,433 -16.35
2025-08-05 13F Huntington National Bank 2,153 4.97 121 -3.23
2025-07-25 13F Asset Planning,Inc 1,410 79
2025-08-12 13F Legal & General Group Plc 393,787 3.17 22,091 -4.57
2025-08-05 13F State Of Michigan Retirement System 17,400 1.75 976 -5.88
2025-08-14 13F Price T Rowe Associates Inc /md/ 65,216 9.30 4 0.00
2025-07-30 NP SPMIX - S&P MidCap Index Fund Direct Shares 2,592 -4.18 152 -8.48
2025-06-24 NP SWSSX - Schwab Small-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 178,860 5.53 10,893 9.42
2025-06-30 NP PAMC - Pacer Lunt MidCap Multi-Factor Alternator ETF 6,850 9.64 417 13.32
2025-07-29 NP VUIAX - Vanguard Utilities 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 453,192 1.86 26,498 -2.66
2025-07-15 13F SJS Investment Consulting Inc. 5 -50.00 0
2025-08-13 13F PharVision Advisers, LLC 0 -100.00 0
2025-06-18 NP GMRAX - Nationwide Small Cap Index Fund Class A 6,163 0.00 375 3.88
2025-08-08 13F Ontario Teachers Pension Plan Board 94,123 85.12 5,280 71.26
2025-08-14 13F Sei Investments Co 22,635 -8.46 1,270 -15.34
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Franklin Small Company Value Portfolio Class 1 46,318 82.72 2,821 89.52
2025-08-20 NP QMHIX - AQR Managed Futures Strategy HV Fund Class I Short -7,331 -220.66 -411 -211.68
2025-08-13 13F Icon Advisers Inc/co 12,237 -19.49 686 -25.52
2025-08-14 13F Clarity Asset Management, Inc. 484 -7.81 27 -12.90
2025-08-29 NP JAEYX - Mid Cap Index Trust NAV 28,360 -1.00 1,591 -8.46
2025-08-11 13F Inspire Advisors, LLC 0 -100.00 0
2025-07-08 13F Rise Advisors, LLC 273 1.11 15 -6.25
2025-08-13 13F Capital Research Global Investors 1,641,122 -11.92 92,067 -18.53
2025-03-21 13F Prostatis Group LLC 0 -100.00 0
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 1,928 28.88 108 20.00
2025-08-29 NP STXK - Strive Small-Cap ETF 2,226 3.58 125 -4.62
2025-07-30 13F Strategic Blueprint, LLC 3,672 206
2025-07-28 NP VVSCX - Small Cap Value Fund 12,340 -15.66 722 -19.44
2025-08-26 NP IPSIX - Voya Index Plus SmallCap Portfolio Class I 9,578 -1.84 537 -9.14
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 4,491 53.33 252 41.81
2025-07-16 13F St Germain D J Co Inc 286 16
2025-08-14 13F Headlands Technologies LLC 0 -100.00 0
2025-05-15 13F Cyrus J. Lawrence, LLC 0 -100.00 0
2025-07-22 13F Iron Horse Wealth Management, LLC 120 0.00 7 -14.29
2025-08-14 13F Point72 Hong Kong Ltd 1,509 355.89 85 320.00
2025-06-24 NP FRVLX - Franklin Small Cap Value Fund Class A 603,047 70.58 36,726 76.88
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 14,367 3.52 806 -4.28
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 360,744 -5.67 21,093 -9.84
2025-08-26 NP PACAX - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 976 -2.79 55 -10.00
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 177 139.19 10 125.00
2025-08-14 13F CoreCap Advisors, LLC 1,424 -22.06 80 -28.18
2025-07-11 13F First PREMIER Bank 19,833 1.40 1 0.00
2025-08-15 13F State of Tennessee, Treasury Department 23,771 -47.51 1,334 -51.46
2025-07-22 13F HFM Investment Advisors, LLC 3 200.00 0
2025-08-06 13F Savant Capital, LLC 12,911 -10.40 724 -17.07
2025-08-11 13F Greenland Capital Management LP 12,293 690
2025-08-14 13F Dark Forest Capital Management Lp 106,273 5,962
2025-07-29 NP SIXL - 6 Meridian Low Beta Equity Strategy ETF 13,448 28.39 786 44.49
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 1,610 8.71 90 1.12
2025-07-23 13F Louisiana State Employees Retirement System 20,400 1.49 1,144 -6.15
2025-08-25 NP MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 35,869 -1.65 2,012 -9.00
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 57,562 0.84 3,229 -6.70
2025-08-07 13F Teachers Retirement System Of The State Of Kentucky 21,298 0.00 1 0.00
2025-06-26 NP TISEX - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 226,958 -2.43 13,822 1.17
2025-08-11 13F Hopwood Financial Services, Inc. 216 0.00 12 -7.69
2025-08-07 13F Cypress Capital Management LLC (WY) 150 0.00 8 -11.11
2025-08-11 13F Buckley Wealth Management, LLC 8,821 495
2025-08-14 13F Two Sigma Investments, Lp 163,902 8.15 9,195 0.03
2025-08-28 NP WFIVX - Wilshire 5000 Index Fund Investment Class 353 0.00 20 -9.52
2025-07-28 NP RWK - Invesco S&P MidCap 400 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 11,847 -18.09 693 -21.72
2025-08-20 NP QLEIX - AQR Long-Short Equity Fund Class I 61,663 0.00 3,459 -7.49
2025-07-28 NP URTY - ProShares UltraPro Russell2000 5,257 -26.61 307 -29.91
2025-07-28 NP AVUSX - Avantis U.S. Equity Fund Institutional Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,885 0.00 110 -4.35
2025-08-08 13F Atlantic Trust, LLC 472 -5.41 26 -13.33
2025-05-06 13F Proficio Capital Partners LLC 0 -100.00 0 -100.00
2025-08-06 13F Commonwealth Equity Services, Llc 10,690 -30.80 1
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 5,780 0.00 352 3.83
2025-08-14 13F Aventail Capital Group, LP 0 -100.00 0
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 11,921 5.36 669 -2.62
2025-08-18 13F Rexford Capital Inc 3,662 205
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 9,283 3.41 521 -4.41
2025-08-14 13F Man Group plc 0 -100.00 0
2025-08-29 NP Gabelli Global Utility & Income Trust 600 0.00 34 -8.33
2025-06-26 NP JHSC - John Hancock Multifactor Small Cap ETF 14,518 -2.84 884 -1.89
2025-06-23 NP HSCVX - Hunter Small Cap Value Fund Class I 27,850 -8.12 1,696 -4.72
2025-07-21 13F Quent Capital, LLC 0 -100.00 0
2025-08-06 13F First Eagle Investment Management, LLC 142,461 -12.18 7,992 -18.76
2025-08-27 NP RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 60 -16.67 3 -25.00
2025-08-07 13F Campbell & CO Investment Adviser LLC 113,789 18.27 6,384 9.39
2025-05-02 13F Cornercap Investment Counsel Inc 0 -100.00 0
2025-07-28 NP AVUS - Avantis U.S. Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 17,040 -6.22 996 -10.35
2025-07-30 13F Crewe Advisors LLC 3,112 0.48 175 -6.95
2025-08-27 NP ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 10,700 127.66 600 110.53
2025-08-04 13F Assetmark, Inc 7,195 4.03 404 -3.82
2025-05-29 NP CSA - VictoryShares US Small Cap Volatility Wtd ETF 1,556 -18.41 94 -15.32
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 8,778 -7.64 492 -14.58
2025-08-15 NP Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund 36,555 28.90 2,051 20.02
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 26,994 -48.70 1,514 -52.55
2025-07-31 13F MQS Management LLC 9,580 63.54 537 51.27
2025-08-06 13F Phocas Financial Corp. 171,060 0.00 9,596 -7.50
2025-07-30 13F DekaBank Deutsche Girozentrale 4,419 0
2025-08-19 NP RIFBX - U.S. Small Cap Equity Fund 2,248 -21.43 126 -12.50
2025-08-01 13F Bessemer Group Inc 232,948 6.46 13 0.00
2025-07-28 13F BRYN MAWR TRUST Co 358 0.00 20 -4.76
2025-08-08 13F Avantax Advisory Services, Inc. 5,335 3.89 299 -3.86
2025-07-07 13F Salem Investment Counselors Inc 0 -100.00 0
2025-08-27 NP JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 82,987 2.17 4,656 -5.50
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 141 0.00 8 -12.50
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 12,102 12.03 708 7.12
2025-07-28 13F Alta Capital Management Llc/ 58,957 5.82 3,307 -2.13
2025-08-11 13F Principal Securities, Inc. 2,000 528.93 112 522.22
2025-08-14 13F Quarry LP 843 -44.25 47 -48.35
2025-08-27 NP Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 14,876 0.74 835 -6.82
2025-08-26 NP IVCSX - Voya Small Company Portfolio Class I 19,772 54.11 1,109 41.45
2025-04-23 13F Sabal Trust CO 16,000 0.00 970 3.63
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 132,964 1.26 7,774 -3.22
2025-08-20 NP QCFIX - AQR CVX Fusion Fund Class I Short -65 -4
2025-08-12 13F Prudential Financial Inc 367,234 41.21 20,602 30.62
2025-08-13 13F Pictet Asset Management Holding SA 7,376 8.65 414 0.49
2025-08-13 13F RIA Advisory Group LLC 5,975 -13.59 335 -20.05
2025-08-22 NP FEAC - Fidelity Enhanced U.S. All-Cap Equity ETF 38 2
2025-08-26 NP Profunds - Profund Vp Small-cap 166 2.47 9 0.00
2025-08-12 13F Picton Mahoney Asset Management 19 0.00 0
2025-08-20 NP AQMIX - AQR Managed Futures Strategy Fund Class I Short -20,534 -322.54 -1,152 -313.54
2025-06-25 NP BKSE - BNY Mellon US Small Cap Core Equity ETF 3,525 -18.61 215 -15.75
2025-08-14 13F Evergreen Capital Management Llc 0 -100.00 0
2025-06-27 NP PEY - Invesco High Yield Equity Dividend Achievers ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 368,032 -3.13 22,413 0.45
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 56,952 3.65 3,195 -4.11
2025-05-09 13F New Age Alpha Advisors, LLC 0 -100.00 0
2025-08-27 NP HCEGX - The Growth Equity Portfolio HC Strategic Shares 5,156 0.00 289 -7.37
2025-08-11 13F Vanguard Group Inc 8,765,205 1.52 491,728 -6.10
2025-08-14 13F Hotchkis & Wiley Capital Management Llc 388,105 -6.87 21,773 -13.85
2025-06-26 NP SMLF - iShares Edge MSCI Multifactor 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 3,164 14.31 193 18.52
2025-08-27 NP Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 33,900 -1.74 1,902 -9.13
2025-06-26 NP PQCCX - PGIM QMA Mid-Cap Core Equity Fund Class R6 320 16.36 19 18.75
2025-08-14 13F Glenmede Investment Management, LP 217,293 12,190
2025-04-28 NP MVFD - Monarch Volume Factor Dividend Tree Index ETF 28,415 11.17 1,738 6.17
2025-08-05 13F Scarborough Advisors, LLC 2,514 141
2025-08-11 13F Private Advisor Group, LLC 6,831 -1.44 383 -8.81
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 7,026 -1.87 394 -9.22
2025-08-27 NP IYSYX - Ivy Small Cap Core Fund Class Y 46,990 -1.41 2,636 -8.79
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 22,082 37.39 1,345 42.52
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 19,555 4.92 1,097 -2.92
2025-08-14 13F Gen-Wealth Partners Inc 634 0.00 36 -7.89
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 102 2.00 6 -16.67
2025-07-30 13F D.a. Davidson & Co. 15,240 -0.44 855 -7.87
2025-06-27 NP MIDU - Direxion Daily Mid Cap Bull 3X Shares 1,236 -24.03 75 -21.05
2025-08-06 13F First Horizon Advisors, Inc. 32 300.00 2
2025-08-12 13F Entropy Technologies, LP 14,506 62.31 814 50.00
2025-08-12 13F Nuveen, LLC 1,025,499 33.27 57,530 31.68
2025-08-08 13F Vestcor Inc 5,079 0.00 0
2025-08-08 13F IMA Wealth, Inc. 500 0.00 28 -6.67
2025-08-08 13F Geode Capital Management, Llc 1,822,356 2.06 102,252 -5.60
2025-07-30 13F Securian Asset Management, Inc 5,522 2.56 310 -5.21
2025-08-01 13F Teacher Retirement System Of Texas 10,932 4.64 613 -3.16
2025-08-14 13F Hancock Whitney Corp 16,000 898
2025-08-26 NP NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 9,273 -5.54 520 -12.61
2025-08-14 13F Polymer Capital Management (US) LLC 0 -100.00 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 19,474 33.46 1,092 23.39
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 433 29.25 26 36.84
2025-08-13 13F Truvestments Capital Llc 136 -59.40 8 -65.00
2025-08-11 13F Public Employees Retirement Association Of Colorado 5,801 0.00 0
2025-06-26 NP FLXSX - Fidelity Flex Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 13,939 21.65 849 26.19
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 13,325 5.29 811 9.15
2025-06-26 NP EMGRX - Nuveen Small Cap Select 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 35,694 6.40 2,174 10.30
2025-06-25 NP HSMV - First Trust Horizon Managed Volatility Small/Mid 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 3,127 -2.74 190 1.06
2025-05-08 13F Plante Moran Financial Advisors, LLC 0 -100.00 0
2025-06-26 NP GASFX - Hennessy Gas Utility Fund Investor Class 44,947 -7.03 2,737 -3.59
2025-08-07 13F ProShare Advisors LLC 664,051 -0.05 37,253 -7.55
2025-06-25 NP PTMAX - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 16,400 -62.30 999 -61.23
2025-08-14 13F Bnp Paribas Arbitrage, Sa 15,289 -15.20 858 -21.59
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 84,184 2.49 4,723 -5.20
2025-08-11 NP CUSUX - Six Circles U.S. Unconstrained Equity Fund 17,748 4.00 996 -8.88
2025-08-05 13F Bank of New York Mellon Corp 867,720 5.28 48,679 -2.61
2025-08-14 13F Optiver Holding B.V. 689 -23.78 39 -29.63
2025-05-14 13F Peak6 Llc 0 -100.00 0
2025-07-31 13F State of New Jersey Common Pension Fund D 32,721 1.13 1,836 -6.47
2025-08-28 NP SIFAX - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 352 0.00 20 -9.52
2025-06-05 NP GQSCX - Quantitative U.S. Small Cap Equity Portfolio 153 0.00 9 12.50
2025-05-14 13F Peak6 Llc Put 0 -100.00 0
2025-07-17 13F CWA Asset Management Group, LLC 12,677 18.29 711 9.38
2025-08-06 13F Rialto Wealth Management, LLC 1 0
2025-05-09 13F Pathway Financial Advisers, LLC 0 -100.00 0
2025-05-05 13F Jackson Creek Investment Advisors LLC 0 -100.00 0 -100.00
2025-08-27 NP RYMDX - Mid-Cap 1.5x Strategy Fund Class H 215 -7.73 12 -14.29
2025-07-31 13F Leeward Investments, LLC - MA 145,561 -4.26 8,166 -11.44
2025-05-05 13F Transce3nd, LLC 0 -100.00 0
2025-08-14 13F Clark Capital Management Group, Inc. 0 -100.00 0
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 231,337 5.20 12,978 -2.69
2025-07-24 13F Eastern Bank 400 0.00 22 -8.33
2025-05-15 13F Texas Permanent School Fund 32,193 1,961
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 174 0.00 10 -10.00
2025-08-12 13F Eisler Capital Management Ltd. 0 -100.00 0
2025-06-26 NP John Hancock Tax-advantaged Dividend Income Fund 319,775 0.00 19,474 3.70
2025-08-14 13F/A Barclays Plc 192,694 12.21 11 0.00
2025-06-23 NP MDPIX - Mid-cap Profund Investor Class 264 23.94 16 33.33
2025-08-28 NP TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 1,568 -29.21 88 -35.07
2025-07-25 NP UCAGX - Cornerstone Aggressive Fund 2,028 0.00 119 -4.84
2025-07-31 13F City State Bank 1,000 0.00 56 -6.67
2025-08-20 NP QHFRX - AQR MS Fusion HV Fund Class R6 Short -78 -4
2025-08-21 NP MXLSX - Great-West Loomis Sayles Small Cap Value Fund Investor Class 12,000 5.26 673 -2.60
2025-08-11 13F Citigroup Inc 64,990 -36.06 3,646 -40.87
2025-08-14 13F Stifel Financial Corp 99,576 6.12 5,586 -1.85
2025-08-13 13F First Trust Advisors Lp 893,096 -4.59 50,103 -11.75
2025-08-28 NP QCSTRX - Stock Account Class R1 481,170 -12.44 26,994 -19.01
2025-08-13 13F ExodusPoint Capital Management, LP 23,042 1
2025-08-04 13F Spire Wealth Management 548 4,115.38 31
2025-08-14 13F Cubist Systematic Strategies, LLC 337,759 39.19 18,948 28.75
2025-07-23 NP CFSLX - Column Small Cap Fund 19,415 296.14 1,135 279.60
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 55,673 5.10 3,123 -2.77
2025-08-12 13F Franklin Resources Inc 1,045,165 59.27 58,634 47.32
2025-08-12 13F Inceptionr Llc 12,650 710
2025-08-18 13F Geneos Wealth Management Inc. 1,037 44.03 58 34.88
2025-08-07 13F Los Angeles Capital Management Llc 8,196 460
2025-07-29 NP GCAVX - GMO U.S. Small Cap Value Fund Class VI 437 26
2025-06-05 NP GTCSX - Small Cap Equity Portfolio Advisor 199,669 -3.12 12,160 0.46
2025-08-28 NP IJJ - iShares S&P Mid-Cap 400 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 404,600 0.36 22,698 -7.17
2025-07-29 NP SECAX - SIIT Small Cap II Fund - Class A 6,232 -4.94 364 -9.23
2025-08-15 13F WealthCollab, LLC 525 0.00 29 -6.45
2025-06-26 NP AABFX - Thrivent Balanced Income Plus Fund Class A 212 0.00 13 0.00
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 26,587 0.00 1,492 -7.51
2025-07-29 NP EBI - Longview Advantage ETF 954 7,850.00 56
2025-07-25 13F Atria Wealth Solutions, Inc. 4,775 -17.97 268 -24.36
2025-08-11 13F Great Lakes Advisors, Llc 144,083 -13.99 8,083 -20.44
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 189,366 2.20 11,072 -2.33
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 38,529 0.00 2,161 -7.49
2025-08-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 52,584 6.49 2,950 -1.50
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 2,659 3.99 155 -0.64
2025-08-13 13F Marshall Wace, Llp 0 -100.00 0
2025-08-14 NP FLDGX - DYNAMIC ALLOCATION FUND Retail Class 12,209 -3.32 685 -10.59
2025-07-25 13F Stephens Consulting, LLC 0 -100.00 0
2025-08-13 13F Federated Hermes, Inc. 55,929 2.84 3,138 -4.88
2025-08-14 13F Hrt Financial Lp 15,751 66.80 1
2025-08-14 13F Sunbelt Securities, Inc. 1,696 16.56 99 12.50
2025-08-14 NP FLRUX - CONSERVATIVE ALLOCATION FUND Retail Class 2,109 0.00 118 -7.09
2025-08-14 13F Glen Eagle Advisors, LLC 0 0
2025-08-26 NP Franklin Templeton Variable Insurance Products Trust - Franklin Small Cap Value Vip Fund Class 1 171,289 72.88 9,609 59.91
2025-06-25 NP FNK - First Trust Mid 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 19,107 -15.99 1,164 -12.88
2025-08-14 13F Engineers Gate Manager LP 75,672 9.02 4,245 0.86
2025-07-15 13F Ballentine Partners, LLC 3,689 -6.77 207 -13.81
2025-08-12 13F CIBC Private Wealth Group, LLC 4,044 -0.57 227 -1.74
2025-08-12 13F Trexquant Investment LP 95,765 100.10 5,372 85.11
2025-08-14 13F Balyasny Asset Management Llc 6,063 -90.99 340 -91.66
2025-08-26 NP IFRA - iShares U.S. Infrastructure 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 345,907 21.13 19,405 12.04
2025-08-27 NP OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 13,133 -1.02 737 -8.46
2025-07-25 13F Gw Henssler & Associates Ltd 0 -100.00 0
2025-08-11 NP CMEUX - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 21,087 4.45 1,183 -3.43
2025-06-25 NP Dnp Select Income Fund Inc 389,700 0.00 23,733 3.69
2025-08-14 13F Cibc World Markets Corp 8,963 -43.82 503 -48.09
2025-08-14 13F/A Skopos Labs, Inc. 816 470.63 46 462.50
2025-08-14 13F Mercer Global Advisors Inc /adv 5,923 77.44 332 64.36
2025-07-01 13F First National Bank Sioux Falls 5,483 0.00 308 -7.53
2025-08-07 13F CENTRAL TRUST Co 400 0.00 22 -8.33
2025-08-26 NP IPMIX - Voya Index Plus MidCap Portfolio Class I 56,962 -1.90 3,196 -9.26
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 3,386 -15.50 206 -12.34
2025-08-08 13F Bailard, Inc. 10,000 0.00 561 -7.43
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 178,729 3.49 10,027 -4.28
2025-08-08 13F Kingsview Wealth Management, LLC 0 -100.00 0
2025-08-12 13F Landscape Capital Management, L.l.c. 7,584 425
2025-08-14 13F Ieq Capital, Llc 10,787 -18.67 605 -24.75
2025-08-14 13F DC Investments Management, LLC 29,900 0.00 1,677 -7.50
2025-08-28 NP RSPFX - Victory RS Partners Fund Class A 200,125 1.34 11,227 -6.26
2025-05-13 13F Centerpoint Advisors, LLC 0 -100.00 0
2025-07-25 NP PMIYX - Putnam Income Strategies Portfolio - 325 -3.27 19 -5.00
2025-08-26 NP EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 6,526 3.80 366 -3.94
2025-08-12 13F Elo Mutual Pension Insurance Co 0 -100.00 0
2025-08-14 13F California State Teachers Retirement System 70,549 0.21 3,958 -7.33
2025-08-25 13F/A Neuberger Berman Group LLC 12,001 71.52 673 58.73
2025-04-29 13F Raleigh Capital Management Inc. 0 -100.00 0
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 21,419 2.34 1,304 6.10
2025-07-22 NP FSCC - Federated Hermes MDT Small Cap Core ETF 243 2.97 14 0.00
2025-08-13 13F Quadrant Capital Group Llc 14,981 -5.39 840 -12.50
2025-06-26 NP THMAX - Thrivent Moderate Allocation Fund Class A 5,923 20.12 361 24.57
2025-08-26 NP NOSGX - Northern Small Cap Value Fund 66,144 -15.99 3,711 -22.30
2025-05-14 13F Peak6 Llc Call 0 -100.00 0
2025-07-31 13F Buckingham Strategic Partners 0 -100.00 0
2025-08-04 13F Creative Financial Designs Inc /adv 15,003 -1.79 842 -9.18
2025-08-07 13F Midwest Trust Co 54,172 3,039
2025-08-06 13F SOUTH STATE Corp 10 0.00 1
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 340,233 -1.35 19,893 -5.72
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 40,243 0.12 2,353 -4.31
2025-08-14 13F Two Sigma Advisers, Lp 116,200 10.56 6,519 2.26
2025-08-05 13F Mission Wealth Management, Lp 5,927 1.07 332 -6.48
2025-08-11 13F WPG Advisers, LLC 50 31.58 3 0.00
2025-07-25 13F Concurrent Investment Advisors, LLC 3,584 201
2025-08-14 13F Jane Street Group, Llc Put 3,600 202
2025-08-14 13F Jane Street Group, Llc Call 7,700 54.00 432 42.24
2025-08-13 13F Hsbc Holdings Plc 11,290 -49.20 630 -53.09
2025-08-12 13F Global Retirement Partners, LLC 592 11.70 33 6.45
2025-08-14 13F Jane Street Group, Llc 102,135 -40.74 5,730 -45.19
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 11,813 2.38 663 -5.29
2025-08-27 NP Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 70,814 0.00 3,973 -7.50
2025-07-25 13F Hemington Wealth Management 130 -28.57 0
2025-08-13 13F Victory Capital Management Inc 707,574 8.52 39,695 0.38
2025-05-14 13F Keeley-Teton Advisors, LLC 99,891 -1.49 6,058 2.09
2025-08-04 13F Retirement Systems of Alabama 88,623 1.67 4,972 -5.96
2025-08-27 13F/A Squarepoint Ops LLC 33,238 -44.73 1,865 -48.89
2025-08-12 13F Swiss National Bank 137,679 -0.72 7,724 -8.17
2025-08-13 13F Smith, Moore & Co. 12,777 -7.63 717 -14.56
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 1,133,491 -2.13 63,589 -9.47
2025-05-05 13F Lindbrook Capital, Llc 4,665 2,477.35 283 2,720.00
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB 172,500 0.00 9,677 -7.50
2025-07-25 NP DCCAX - Delaware Small Cap Core Fund Class A 1,003,123 4.37 58,653 -0.25
2025-08-20 NP QMFNX - AQR MS Fusion Fund Class N Short -70 -4
2025-05-29 NP CSF - VictoryShares US Discovery Enhanced Volatility Wtd ETF 1,981 -6.82 120 -3.23
2025-08-12 13F Virtu Financial LLC 14,048 1
2025-08-27 NP Jnl Series Trust - Jnl/mellon Utilities Sector Fund (a) 35,177 21.47 1,973 12.36
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 3,397 3.85 207 7.29
2025-06-24 NP QASCX - Federated MDT Small Cap Core Fund Class A 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 30,036 -18.17 1,829 -15.13
2025-06-26 NP TRDFX - Steward Small-Mid Cap Enhanced Index Fund Class A 2,989 0.00 182 4.00
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 1,909 -13.19 107 -19.55
2025-07-11 13F Seacrest Wealth Management, Llc 3,647 0.36 205 -7.27
2025-08-11 13F Avantax Planning Partners, Inc. 29,150 0.14 1,635 -7.37
2025-08-12 13F O'shaughnessy Asset Management, Llc 13,179 9.46 739 1.23
2025-08-27 NP Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 3,347 0.00 188 -7.43
2025-07-25 NP DEVLX - Delaware Small Cap Value Fund Class A 640,040 0.00 37,423 -4.43
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 14,166 19.57 795 10.58
2025-08-13 13F Cerity Partners LLC 40,525 0.71 2,273 -6.84
2025-06-26 NP TAAAX - Thrivent Aggressive Allocation Fund Class A 5,783 37.23 352 42.51
2025-06-25 NP GCSIX - Goldman Sachs Small Cap Equity Insights Fund Institutional 50,372 0.00 3,068 3.68
2025-08-20 NP HWVIX - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 46,600 -24.72 2,614 -30.37
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 3,197 18.94 187 13.41
2025-05-15 13F Wolverine Trading, Llc Call 0 -100.00 0 -100.00
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 14,091 0.00 791 -7.49
2025-06-23 NP UMPIX - Ultramid-cap Profund Investor Class 567 -27.03 35 -24.44
2025-08-07 13F Allworth Financial LP 2,206 13.59 124 5.13
2025-06-27 NP AVFIX - American Beacon Small Cap Value Fund Institutional Class 236,280 -4.25 14,389 -0.72
2025-08-14 13F Twinbeech Capital Lp 12,707 713
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 27,434 -3.00 1,671 0.54
2025-05-14 13F Caitlin John, LLC 0 -100.00 0
2025-06-26 NP OWSMX - Old Westbury Small & Mid Cap Strategies Fund 124,486 273.22 7,581 293.00
2025-08-26 NP BRSVX - Small-Cap Value Fund Class N 15,000 842
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 3,523 0.00 206 -4.65
2025-07-11 13F Assenagon Asset Management S.A. 25,834 1,449
2025-08-26 NP EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB 60,099 -0.57 3,372 -8.02
2025-07-31 13F Burke & Herbert Bank & Trust Co 8,000 0.00 449 -7.63
2025-08-04 13F Canton Hathaway, LLC 400 0.00 0
2025-08-28 NP BUYO - KraneShares Man Buyout Beta Index ETF 437 2.82 25 -4.00
2025-08-26 NP FVD - First Trust Value Line Dividend Index Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 661,864 -3.58 37,131 -10.81
2025-08-14 13F Wells Fargo & Company/mn 86,770 65.13 4,868 52.71
2025-08-14 13F Crawford Investment Counsel Inc 122,720 -5.99 6,885 -13.05
2025-07-11 13F/A Umb Bank N A/mo 651 -14.90 37 -21.74
2025-07-29 13F Mutual Of America Capital Management Llc 137,986 3.01 7,741 -4.71
2025-08-01 13F Envestnet Asset Management Inc 51,668 -12.67 2,899 -19.23
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 68,263 0.00 4,157 3.69
2025-08-26 NP EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 17,085 0.00 958 -7.53
2025-08-07 13F Magellan Asset Management Ltd 45,544 -0.53 2,555 -7.96
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 11,149 2.47 625 -5.16
2025-07-15 13F Financial Management Professionals, Inc. 6 0.00 0
2025-08-12 13F Pacer Advisors, Inc. 0 -100.00 0
2025-08-28 NP SPDG - SPDR Portfolio S&P Sector Neutral Dividend ETF 36 -10.00 2 0.00
2025-07-16 13F Signaturefd, Llc 4,253 -6.77 239 -13.77
2025-08-14 13F Susquehanna International Group, Llp 99,389 -2.84 5,576 -10.14
2025-08-11 13F Duff & Phelps Investment Management Co 389,700 0.00 21,862 -7.50
2025-08-14 13F Susquehanna International Group, Llp Put 5,600 -64.78 314 -67.43
2025-08-14 13F Susquehanna International Group, Llp Call 10,900 -40.76 611 -45.20
2025-07-24 NP BDSIX - BlackRock Advantage Small Cap Core Fund Institutional Shares This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 163,286 0.00 9,547 -4.42
2025-08-29 NP STXV - Strive 1000 Value ETF 231 -5.33 13 -14.29
2025-08-13 13F Rsm Us Wealth Management Llc 9,721 -16.96 545 -23.13
2025-08-26 NP MSCFX - Mairs & Power Small Cap Fund 107,804 -12.57 6,048 -19.14
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 29,534 -12.45 1,657 -19.02
2025-04-29 NP SGLIX - SGI Global Equity Fund Class I Shares 0 -100.00 0 -100.00
2025-07-22 NP FSTBX - FEDERATED GLOBAL ALLOCATION FUND Class A 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 64 -47.97 4 -57.14
2025-08-29 NP SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 6,023 0.00 338 -7.67
2025-08-13 13F Northwestern Mutual Wealth Management Co 2,344 42.15 131 31.00
2025-08-15 13F Kestra Advisory Services, LLC 5,979 -2.83 335 -10.19
2025-06-26 NP DVRAX - MFS Global Alternative Strategy Fund A 686 26.80 42 32.26
2025-08-08 13F Crossmark Global Holdings, Inc. 3,827 2.33 215 -5.31
2025-08-13 13F Jones Financial Companies Lllp 3,114 45.31 174 35.94
2025-07-28 NP UWM - ProShares Ultra Russell2000 7,172 -16.60 419 -20.34
2025-08-12 13F Dimensional Fund Advisors Lp 1,077,371 -0.42 60,440 -7.89
2025-08-27 NP BBTSX - Bridge Builder Tax Managed Small/Mid Cap Fund 22,281 0.00 1,250 -7.55
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 42,374 0.00 2,581 3.70
2025-08-08 13F Pnc Financial Services Group, Inc. 13,754 -5.74 772 -12.88
2025-08-14 13F Comerica Bank 33,999 7.29 1,907 -0.73
2025-07-14 13F Farmers & Merchants Investments Inc 47,498 -5.05 2,665 -12.17
2025-07-29 NP SLPAX - Siit Small Cap Fund - Class A 4,440 24.02 260 18.26
2025-07-21 13F 111 Capital 9,496 86.34 533 72.17
2025-06-26 NP Thrivent Core Funds - Thrivent Core Small Cap Value Fund 109,760 3.72 6,684 7.56
2025-08-14 13F Millennium Management Llc 576,991 -0.48 32,369 -7.95
2025-08-12 13F Charles Schwab Investment Management Inc 1,205,933 -1.70 67,653 -9.08
2025-06-26 NP FSCAX - Nuveen Small 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 63,494 -0.43 3,867 3.23
2025-08-14 13F Alliancebernstein L.p. 145,178 7.88 8,144 -0.22
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 6,816 13.05 382 4.66
2025-08-28 NP CBHAX - Victory Market Neutral Income Fund Class A 152,208 13.55 8,539 5.03
2025-08-26 NP Spdr S&p Midcap 400 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 569,319 -0.44 31,939 -7.91
2025-08-11 13F Martingale Asset Management L P 81,744 8.57 4,586 0.42
2025-08-14 13F Royal Bank Of Canada 199,254 99.92 11,178 84.94
2025-07-31 13F Caitong International Asset Management Co., Ltd 323 226.26 18 200.00
2025-07-29 NP SEIAX - SIIT Multi-Asset Real Return Fund - Class A 539 0.00 32 -3.12
2025-07-25 13F Cwm, Llc 8,969 52.98 1
2025-08-27 NP Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 27,952 -2.81 1,568 -10.09
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 964 0.00 54 -6.90
2025-04-23 13F Western Wealth Management, LLC 0 -100.00 0 -100.00
2025-08-12 13F Ensign Peak Advisors, Inc 22,873 21.42 1,283 12.35
2025-08-22 NP FESM - Fidelity Enhanced Small Cap ETF 18,210 1,022
2025-06-25 NP TASVX - PGIM QMA SMALL-CAP VALUE FUND Class Z 13,600 -74.86 828 -74.14
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 721 59.87 44 65.38
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 6,163 0.00 360 -4.51
2025-08-28 NP SDY - SPDR(R) S&P(R) Dividend 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 789,439 -1.13 44,288 -8.55
2025-08-12 13F WealthTrak Capital Management LLC 5 0.00 0
2025-07-18 13F Bartlett & Co. Wealth Management Llc 800 0.00 45 -8.33
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-07-23 13F Shell Asset Management Co 2,450 -19.28 0
2025-08-12 13F Proequities, Inc. 0 0
2025-08-12 13F Coldstream Capital Management Inc 0 -100.00 0
2025-08-28 NP SMVIX - Simt Small Cap Value Fund Class I 9,148 25.71 513 16.33
2025-08-14 13F Oxford Asset Management Llp 0 -100.00 0 -100.00
2025-08-14 13F Hilltop Holdings Inc. 0 -100.00 0
2025-08-14 13F First Manhattan Co 43,415 -3.80 2,436 -11.03
2025-04-23 13F Continuum Advisory, LLC 0 -100.00 0
2025-08-18 13F/A Kestra Investment Management, LLC 11,852 -1.13 665 -8.67
2025-08-14 13F Voya Investment Management Llc 274,225 16.15 15,384 7.44
2025-08-01 13F Convergence Investment Partners, LLC 24,463 0.17 1,372 -7.36
2025-08-14 13F Citadel Advisors Llc Put 11,300 -28.93 634 -34.34
2025-08-29 NP DEW - WisdomTree Global High Dividend Fund N/A 1,987 22.88 111 13.27
2025-08-11 13F Rothschild Investment Llc 150 15.38 8 14.29
2025-08-14 13F Citadel Advisors Llc 112,663 251.83 6,320 225.44
2025-05-15 13F Glenmede Trust Co Na 223,525 -2.95 13,557 0.58
2025-08-14 13F Citadel Advisors Llc Call 30,500 -1.61 1,711 -8.99
2025-08-19 13F State of Wyoming 5,382 455.42 302 418.97
2025-07-28 NP XMLV - Invesco S&P MidCap 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 194,986 19.05 11,401 13.77
2025-08-13 13F Jump Financial, LLC 0 -100.00 0
2025-08-11 13F Bell Investment Advisors, Inc 52 33.33 3 0.00
2025-08-14 13F Gotham Asset Management, LLC 3,704 208
2025-08-04 13F Atria Investments Llc 9,784 1.57 549 -6.16
2025-08-12 13F American Century Companies Inc 19,092 -2.11 1,071 -9.39
2025-07-28 NP MVV - ProShares Ultra MidCap400 2,712 -1.74 159 -5.95
2025-08-14 13F Horizon Investments, LLC 19,081 136,192.86 1,070
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 86 -1.15 5 0.00
2025-07-07 13F Versant Capital Management, Inc 489 1.03 27 -6.90
2025-08-14 13F Adage Capital Partners Gp, L.l.c. 100,000 5,610
2025-07-25 13F JustInvest LLC 18,880 2.44 1,059 -5.19
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 1,776,231 -0.63 99,647 -8.09
2025-07-29 NP Voya Global Equity Dividend & Premium Opportunity Fund 25,681 20.81 1,502 15.46
2025-08-14 13F Bridgeway Capital Management Inc 17,000 954
2025-08-11 13F Alps Advisors Inc 18,256 -0.72 1,024 -8.16
2025-07-11 13F Farther Finance Advisors, LLC 1,546 -6.13 87 -14.00
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 9,306 -28.27 567 -25.62
2025-08-05 13F GHP Investment Advisors, Inc. 381 139.62 21 133.33
2025-07-17 13F Uncommon Cents Investing LLC 11,015 -0.36 618 -7.91
2025-08-14 13F State Street Corp 3,841,615 0.82 215,515 -6.75
2025-07-23 NP VYSGX - Voya Small Company Fund Class W 13,286 80.27 777 64.41
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 5,523 -1.85 323 -6.40
2025-08-27 NP JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 5,793 0.00 325 -7.69
2025-07-30 NP OUSM - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF Shares 18,256 2.60 1,067 -1.93
2025-08-14 13F Van Eck Associates Corp 26,054 16.35 1 0.00
2025-07-30 13F Financial Perspectives, Inc 100 0.00 6 -16.67
2025-08-12 13F/A Cozad Asset Management Inc 18,199 0.00 1,021 -7.52
2025-07-14 13F GAMMA Investing LLC 642 6.12 36 0.00
2025-08-12 13F BlackRock, Inc. 11,321,896 0.12 635,158 -7.39
2025-08-07 13F/A Tortoise Investment Management, LLC 0 -100.00 0
2025-08-06 13F True Wealth Design, LLC 1 0.00 0
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 120 3.45 7 16.67
2025-07-29 13F Wcm Investment Management, Llc 0 -100.00 0
2025-08-29 NP DHS - WisdomTree U.S. High Dividend Fund N/A 5,305 2.02 298 -5.71
2025-07-30 13F New Mexico Educational Retirement Board 13,306 0.00 1
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 37,135 4.85 2,083 -3.03
2025-08-14 13F Quantinno Capital Management LP 9,252 35.38 519 25.36
2025-08-26 NP GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 15,534 0.00 871 -7.54
2025-08-12 13F Advisors Asset Management, Inc. 27,572 8.70 1,547 0.52
2025-08-20 NP QMNIX - AQR Equity Market Neutral Fund Class I 23,099 -26.59 1,296 -32.13
2025-06-23 NP MPSIX - MidCap S&P 400 Index Fund Institutional Class 29,813 -1.40 1,816 2.25
2025-08-08 13F SG Americas Securities, LLC 262,011 294.77 15 250.00
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 16,503 6.29 926 -1.70
2025-07-22 13F Gsa Capital Partners Llp 11,711 1
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 26,500 6.85 1,487 -1.20
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 8,630 8.99 491 2.29
2025-08-12 13F Financial Advocates Investment Management 3,713 11.40 208 2.97
2025-04-15 13F BancFirst Trust & Investment Management 0 -100.00 0
2025-08-12 13F MAI Capital Management 429 76.54 24 71.43
2025-06-26 NP TMAAX - Thrivent Moderately Aggressive Allocation Fund Class A 9,153 20.06 557 24.61
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 91,112 1.25 5,549 5.00
2025-08-05 13F Simplex Trading, Llc Put 5,400 68.75 0
2025-08-05 13F Simplex Trading, Llc 1,605 0
2025-07-15 13F North Star Investment Management Corp. 750 0.00 42 -6.67
2025-08-05 13F Simplex Trading, Llc Call 900 -47.06 0
2025-08-14 13F State Of Wisconsin Investment Board 54,405 -2.11 3,052 -9.44
2025-08-21 NP NODE - Onchain Economy ETF 1,354 76
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 735 -28.01 45 -25.42
2025-08-20 NP QLFIX - AQR LSE Fusion Fund Class I Short -46 -3
2025-05-15 13F Two Sigma Securities, Llc 0 -100.00 0 -100.00
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 139,514 1.86 7,827 -5.79
2025-07-24 NP HSMNX - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 18,377 37.60 1,075 31.46
2025-08-07 13F Navellier & Associates Inc 8,836 0.03 496 -8.16
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 124,057 17.49 7,555 21.84
2025-07-29 13F International Assets Investment Management, Llc 220,354 625.95 218 317.31
2025-08-07 13F Atala Financial Inc 0 -100.00 0
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 20 5.26 1 0.00
2025-06-30 NP VYM - Vanguard High Dividend Yield Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 271,631 -5.89 16,542 -2.41
2025-07-10 13F Exchange Traded Concepts, Llc 13,578 1.95 762 -5.70
2025-08-14 13F Federation des caisses Desjardins du Quebec 1,000 0.00 56 -6.67
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 311 8.36 19 12.50
2025-08-12 13F SRS Capital Advisors, Inc. 226 -16.91 13 -25.00
2025-05-15 13F Invenomic Capital Management LP 0 -100.00 0
2025-08-13 13F Townsquare Capital Llc 0 -100.00 0
2025-08-08 13F Principal Financial Group Inc 218,939 1.64 12,282 -5.99
2025-08-26 NP UBVLX - Undiscovered Managers Behavioral Value Fund Class L 1,123,906 0.00 63,051 -7.50
2025-07-28 NP RDIV - Invesco S&P Ultra Dividend 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 41,546 -5.90 2,429 -10.07
2025-07-25 13F LRI Investments, LLC 268 0.00 15 -6.25
2025-08-29 NP GAUAX - The Gabelli Utilities Fund Class A 421,000 -0.12 23,618 -7.61
2025-08-13 13F Gabelli Funds Llc 537,873 18.19 30,175 9.32
2025-07-28 13F Harbour Investments, Inc. 1,200 2.13 67 -5.63
2025-07-23 13F Sachetta, LLC 10 0.00 1
2025-07-29 NP Voya Global Advantage & Premium Opportunity Fund 8,413 21.15 492 15.80
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 391,622 0.55 22,898 -3.90
2025-06-27 NP DASVX - Dunham Small Cap Value Fund Class A 9,617 586
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 19,906 13.29 1,117 4.79
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 371 2.49 21 -4.76
2025-08-27 NP PIBAX - PGIM BALANCED FUND Class A 4,450 0.00 250 -7.43
2025-08-14 13F Zimmer Partners, LP 50,000 -96.22 2,805 -96.50
2025-07-09 13F Old Republic International Corp 416,000 0.00 23 -8.00
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 77,400 221.90 4,342 197.81
2025-08-26 NP FMGIX - Frontier MFG Core Infrastructure Fund Institutional Class 2,795 -31.51 157 -36.84
2025-08-14 13F Ameriprise Financial Inc 138,641 -5.28 7,778 -12.39
2025-08-26 NP Delaware Vip Trust - Delaware Vip Small Cap Value Series Standard Class 258,060 0.72 14,477 -6.83
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 12,533 15.59 733 10.41
2025-07-22 13F Bay Harbor Wealth Management, LLC 4 300.00 0
2025-08-25 NP MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class 6,669 5.51 374 -2.35
2025-08-25 NP LVHD - Legg Mason Low Volatility High Dividend ETF 18,580 -3.02 1,042 -10.25
2025-07-25 13F Yousif Capital Management, Llc 23,560 -0.70 1,322 -8.20
2025-07-28 NP OMFS - Invesco Russell 2000(R) Dynamic Multifactor ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8,578 -1.02 502 -5.47
2025-08-05 13F NewSquare Capital LLC 13 1
2025-08-20 NP QRPNX - AQR Alternative Risk Premia Fund Class N 8,839 -0.02 496 -7.65
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 288,167 0.00 17,549 3.69
2025-08-27 NP SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 672 -1.90 38 -9.76
2025-08-12 13F Jpmorgan Chase & Co 368,491 -12.39 20,672 -18.97
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 3,444 14.88 193 6.63
2025-08-14 13F Marshall Investment Management, Llc 0 -100.00 0
2025-08-14 13F Schonfeld Strategic Advisors LLC 3,615 -83.01 203 -84.34
2025-07-28 NP QVMM - Invesco S&P MidCap 400 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 9,217 -3.67 539 -8.03
2025-07-24 13F Pinnacle West Asset Management, Inc. 5,205 -1.61 0
2025-06-27 NP FIRST EAGLE FUNDS - First Eagle U.S. Smid Cap Opportunity Fund Class A 10,830 22.65 660 27.22
2025-08-13 13F MetLife Investment Management, LLC 0 -100.00 0
2025-08-13 13F Russell Investments Group, Ltd. 58,731 205.83 3,295 182.99
2025-05-14 13F Penn Capital Management Co Inc 0 -100.00 0
2025-08-26 NP PSOPX - JPMorgan Small Cap Value Fund Class I 55,438 -1.29 3,110 -8.69
2025-07-25 NP USCRX - Cornerstone Moderately Aggressive Fund 5,732 0.00 335 -4.29
2025-06-25 NP FUTY - Fidelity MSCI Utilities 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 92,104 5.13 5,609 9.02
2025-07-31 13F/A Avion Wealth 20 0.00 0
2025-08-28 NP HSTRX - Hussman Strategic Total Return Fund 500 0.00 28 -6.67
2025-06-25 NP GSATX - Goldman Sachs Small Cap Value Insights Fund Class A 129,280 -2.70 7,873 0.90
2025-08-14 13F Boston Private Wealth Llc 0 -100.00 0
2025-08-28 NP DTSVX - Small Company Value Portfolio Investment Class 750 -18.48 42 -23.64
2025-07-31 13F Asset Management One Co., Ltd. 5,279 296
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 26,133 4.14 1,466 -3.62
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 198,029 0.63 12,060 4.34
2025-07-08 13F Martin Capital Partners, LLC 106,036 255.05 6 400.00
2025-08-12 13F Deutsche Bank Ag\ 150,336 -4.62 8,434 -11.78
2025-08-13 13F Invesco Ltd. 783,753 -2.34 43,969 -9.67
2025-05-29 NP VYSVX - Vericimetry U.S. Small Cap Value Fund 640 0.00 39 2.70
2025-08-12 13F Aigen Investment Management, Lp 22,751 105.22 1,276 89.88
2025-07-17 13F DiNuzzo Private Wealth, Inc. 7 -22.22 0
2025-08-28 NP HEJD - VictoryShares Hedged Equity Income ETF 2,570 22.38 144 13.39
2025-08-14 13F Fmr Llc 147,574 485.33 8,279 441.40
2025-07-29 NP VTWV - Vanguard Russell 2000 Value Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 47,851 -1.96 2,798 -6.33
2025-08-28 NP CSB - VictoryShares US Small Cap High Div Volatility Wtd ETF 76,730 0.00 4,305 -7.50
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 34,990 -22.73 2,131 -19.89
2025-08-14 13F Daiwa Securities Group Inc. 8,832 9.78 0
2025-08-14 13F Tudor Investment Corp Et Al 54,904 81.29 3,080 67.76
2025-08-07 13F Legacy Financial Advisors, Inc. 0 -100.00 0
2025-06-26 NP TCAAX - Thrivent Moderately Conservative Allocation Fund Class A 1,005 15.12 61 19.61
2025-07-30 NP HEQFX - Monteagle Opportunity Equity Fund Investor Class 2,500 0.00 146 -3.95
2025-07-25 13F Richardson Financial Services Inc. 0 -100.00 0
2025-08-08 13F Hartland & Co., LLC 79 14.49 4 0.00
2025-08-13 13F Mount Yale Investment Advisors, LLC 4,952 2.04 278 -5.78
2025-08-29 NP PMJIX - PIMCO RAE US Small Fund Institutional Class 21,079 35.10 1,183 13.54
2025-05-15 13F Panagora Asset Management Inc 0 -100.00 0
2025-07-25 13F Meritage Portfolio Management 85,584 15.92 4,801 7.24
2025-07-28 13F New York State Teachers Retirement System 73,390 0.00 4 0.00
2025-08-29 NP KSDVX - Keeley Small Cap Dividend Value Fund Class A 55,623 -2.72 3,120 -10.01
2025-08-14 13F GWM Advisors LLC 880 -73.69 49 -75.74
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 126,037 5.55 7,071 -2.38
2025-08-14 13F Smartleaf Asset Management LLC 248 -49.49 14 -55.17
2025-07-08 13F Nbc Securities, Inc. 5,959 0.00 0
2025-05-29 NP WCMYX - WCM Quality Dividend Growth Fund Institutional Class Shares 1,105 -65.50 67 -64.17
2025-08-11 13F Cornerstone Planning Group LLC 27 -22.86 2 -50.00
2025-08-15 13F Tower Research Capital LLC (TRC) 7,718 75.45 433 62.41
2025-08-07 13F Meeder Advisory Services, Inc. 9,727 -9.36 546 -16.15
2025-07-31 13F Quest Partners LLC 0 -100.00 0
2025-07-28 NP REGL - ProShares S&P MidCap 400 Dividend Aristocrats ETF 530,327 1.50 31,008 -3.00
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 8,169 5.22 497 9.23
2025-08-14 NP FLFGX - GLOBAL ALLOCATION FUND Retail Class 764 -8.28 43 -16.00
2025-08-05 13F Bank Of Montreal /can/ 19,374 -5.12 1,087 -12.28
2025-08-14 NP FLDFX - BALANCED FUND Retail Class 9,958 -29.63 559 -34.97
2025-08-26 NP Profunds - Profund Vp Ultramid-cap 151 -14.20 8 -20.00
2025-08-07 13F Parkside Financial Bank & Trust 15 -62.50 1 -100.00
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 4,995 5.92 280 -2.10
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 43,549 0.00 2,443 -7.50
2025-08-14 NP FLDOX - MODERATE ALLOCATION FUND Retail Class 2,914 -35.03 163 -40.07
2025-08-26 13F/A Thrivent Financial For Lutherans 138,692 -23.51 8 -30.00
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 74,658 4.26 4,547 8.11
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 644,433 -2.17 36,153 -9.51
2025-07-29 NP IVOO - Vanguard S&P Mid-Cap 400 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 106,436 5.70 6,223 1.02
2025-08-05 13F GPS Wealth Strategies Group, LLC 1,597 0.00 90 -7.29
2025-08-12 13F Steward Partners Investment Advisory, Llc 165 184.48 9 200.00
2025-08-08 13F/A Sterling Capital Management LLC 1,986 60.03 111 48.00
2025-08-28 NP TPSC - Timothy Plan US Small Cap Core ETF 13,225 17.53 742 8.65
2025-08-27 NP VSTCX - Vanguard Strategic Small-Cap 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 110,640 0.00 6,207 -7.51
2025-08-14 13F Fuller & Thaler Asset Management, Inc. 1,328,729 0.51 74,542 -7.03
2025-08-07 13F Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 456 0.00 26 -7.41
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 12,077 6.20 735 10.19
2025-08-28 NP SSBIX - State Street Balanced Index Fund Class K 403 0.00 23 -8.33
2025-08-14 13F Mairs & Power Inc 109,398 -12.45 6,137 -19.02
2025-08-11 13F United Capital Financial Advisers, Llc 0 -100.00 0
2025-08-20 NP RUSC - U.S. Small Cap Equity Active ETF 808 45
2025-07-28 NP SMDV - ProShares Russell 2000 Dividend Growers ETF 115,908 -6.50 6,777 -10.63
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 11,717 2.02 657 -5.60
2025-07-11 13F Miller Howard Investments Inc /ny 13,563 5.59 761 -2.44
2025-07-31 13F CVA Family Office, LLC 9 0.00 1
2025-08-13 13F Kilter Group LLC 12 1
2025-08-12 13F Corebridge Financial, Inc. 0 -100.00 0
2025-08-26 NP IJH - iShares Core S&P 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 2,361,629 1.14 132,487 -6.45
2025-08-14 13F Css Llc/il 10,808 0.00 606 -7.48
2025-05-14 13F/A Group One Trading, L.p. 0 -100.00 0 -100.00
2025-08-20 NP QSPIX - AQR Style Premia Alternative Fund Class I 64,562 5.89 3,622 -2.06
2025-08-14 13F Goldman Sachs Group Inc 593,174 -23.41 33,277 -29.16
2025-07-16 13F State of Alaska, Department of Revenue 8,137 -2.98 0
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 3,778 6.60 212 -1.40
2025-07-11 13F IFM Investors Pty Ltd 5,200 2.32 292 -5.52
2025-08-15 13F CI Private Wealth, LLC 4,500 253
2025-08-25 NP ICTUX - ICON UTILITIES AND INCOME FUND Institutional Class 12,237 -19.49 686 -25.52
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 6 0
2025-08-29 NP EZM - WisdomTree U.S. MidCap Fund N/A 15,263 -1.20 856 -8.55
2025-08-26 NP IPLIX - Voya Index Plus LargeCap Portfolio Class I 34,365 -1.88 1,928 -9.27
2025-08-12 13F XTX Topco Ltd 11,958 -25.93 671 -31.56
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 2,148 0.00 121 -7.69
2025-07-28 NP VCSLX - Small Cap Index Fund 30,691 14.67 1,795 9.59
2025-06-26 NP NSCS - Nuveen Small Cap Select 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 1,843 2.05 112 5.66
2025-07-03 13F Garde Capital, Inc. 2,000 0.00 112 -7.44
2025-07-15 13F Fortitude Family Office, LLC 23 1
2025-06-26 NP USCAX - Small Cap Stock Fund Shares 61,377 1.69 3,738 5.45
2025-06-18 NP NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 2,504 0.00 152 3.40
2025-08-11 13F Hexagon Capital Partners LLC 0 -100.00 0
2025-08-28 NP TPMN - Timothy Plan Market Neutral Etf 2,740 -6.00 154 -13.07
2025-07-28 NP UMDD - ProShares UltraPro MidCap400 403 -35.52 24 -39.47
2025-08-26 NP Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Core Class II 25,076 -11.35 1,407 -18.02
2025-06-24 NP JPSE - JPMorgan Diversified Return U.S. Small Cap Equity ETF 22,644 -15.76 1,379 -12.61
2025-08-27 NP AAHYX - Thrivent Diversified Income Plus Fund Class A 229 0.00 13 -7.69
2025-07-24 13F CWM Advisors, LLC 6,997 19.91 393 11.05
2025-08-14 NP FLMFX - MUIRFIELD FUND Retail Class 32,943 -0.68 1,848 -8.11
2025-08-26 NP BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares 13,078 102.32 734 108.24
2025-06-18 NP GMXAX - Nationwide Mid Cap Market Index Fund Class A 12,627 -8.59 769 -5.30
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 708,968 14.21 39,773 5.64
2025-08-13 13F Mackenzie Financial Corp 42,946 84.64 2,409 70.85
2025-08-20 NP HWSIX - Hotchkis & Wiley Small Cap Value Fund Class I 71,800 0.00 4,028 -7.51
2025-08-14 NP FLSPX - SPECTRUM FUND Retail Class 292 0.00 16 -5.88
2025-08-05 13F Cherry Tree Wealth Management, LLC 0 -100.00 0
2025-07-29 13F Private Trust Co Na 40 -88.24 2 -90.00
2025-08-11 13F Symphony Financial, Ltd. Co. 7,461 419
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 79,396 2.29 4,454 -5.37
2025-06-27 NP RFV - Invesco S&P MidCap 400 Pure 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 22,799 -4.27 1,388 -0.72
2025-08-13 13F Lido Advisors, LLC 0 -100.00 0
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value 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 481 0.00 27 -10.34
2025-08-25 NP MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 6,979 5.65 392 -2.25
2025-08-21 NP MXMDX - Great-West S&P Mid Cap 400 Index Fund Investor Class 33,033 -3.95 1,853 -11.13
2025-07-21 13F Riverview Trust Co 0 -100.00 0
2025-08-05 13F Versor Investments LP 7,292 -1.49 409 -8.71
2025-08-13 13F Arizona State Retirement System 21,038 2.47 1,180 -5.22
2025-08-14 13F Ruggaard & Associates LLC 4,649 0.00 261 -7.47
2025-08-13 13F Huber Capital Management LLC 14,098 11.03 791 2.60
2025-07-30 13F Bogart Wealth, LLC 269 15
2025-08-26 NP TLSTX - Stock Index Fund 1,043 0.00 59 -7.94
2025-08-08 13F Cetera Investment Advisers 20,639 3.36 1,158 -4.46
2025-08-27 NP Nuveen S&p 500 Dynamic Overwrite Fund 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 2,058 0.00 115 -7.26
2025-06-18 NP NWHDX - Nationwide Bailard Cognitive Value Fund Class A 10,000 -13.80 609 -10.57
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 11,705 3.43 713 7.23
2025-07-24 13F Benson Investment Management Company, Inc. 78,135 4,383
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 70 -9.09 4 0.00
2025-08-14 13F Raymond James Financial Inc 91,102 -37.85 5,111 -42.52
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 171 3.01 10 -10.00
2025-08-11 13F EntryPoint Capital, LLC 0 -100.00 0
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 39,873 -6.83 2,237 -13.83
2025-08-14 13F Verition Fund Management LLC 47,282 41.40 2,653 30.77
2025-05-14 13F Group One Trading, L.p. Call 0 -100.00 0 -100.00
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 34,706 2.09 1,947 -5.53
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 102,963 9.53 6,020 4.68
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 9,912 7.81 604 11.87
2025-08-14 13F Janus Henderson Group Plc 457,158 4.92 25,645 -1.95
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 101,974 586.88 5,721 535.56
2025-06-23 NP MLPIX - Mid-cap Value Profund Investor Class 148 -93.77 9 -93.53
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 1,088 61
2025-06-18 NP REBYX - U.S. Small Cap Equity Fund Class Y 7,672 467
2025-07-25 13F Oregon Public Employees Retirement Fund 14,822 1.37 832 -6.21
2025-05-22 13F Wbi Investments, Inc. 0 -100.00 0
2025-07-09 13F Northwest & Ethical Investments L.P. 0 -100.00 0 -100.00
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 33,457 0.00 2,038 3.72
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 55,728 0.00 3,394 3.70
2025-07-09 13F Byrne Asset Management LLC 1,151 65 25.49
2025-07-29 NP IVOV - Vanguard S&P Mid-Cap 400 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 52,823 2.21 3,089 -2.31
2025-08-13 13F Northern Trust Corp 962,752 -4.04 54,010 -11.24
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 22,813 -6.55 1,280 -13.58
2025-07-21 13F Ameritas Advisory Services, LLC 763 43
2025-07-16 13F Littlejohn Financial Services, Inc. 36,780 1.04 2,063 -6.52
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware SMID Cap Core Fund Service Class 92,328 2.07 5,180 -5.60
2025-08-08 13F Massachusetts Financial Services Co /ma/ 551,977 -4.75 30,966 -11.89
2025-07-16 13F Congress Asset Management Co /ma 93,692 -0.47 5,256 -7.93
2025-06-24 NP BBMC - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 33,388 -1.38 2,033 2.26
2025-07-29 NP WPGTX - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL 5,806 15.18 339 22.38
2025-07-22 13F McElhenny Sheffield Capital Management, LLC 240,000 241
2025-08-14 13F Aquatic Capital Management LLC 15,294 858
2025-08-26 NP JSCSX - JPMorgan U.S. Small Company Fund Class I 9,454 -11.00 530 -17.70
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 4,628 0.00 260 -7.50
2025-06-26 NP OWTEX - Old Westbury Total Equity Fund 5,079 309
2025-08-13 13F Quantbot Technologies LP 34,827 -45.41 1,954 -49.52
2025-08-13 13F Guggenheim Capital Llc 20,198 2.69 1,133 -4.95
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 1,183 6.96 66 -1.49
2025-07-14 13F UMA Financial Services, Inc. 58 205.26 3 200.00
2025-08-26 NP GFSYX - Strategic Alternatives Fund Institutional 64 -8.70
Other Listings
MX:BKH
DE:BHI € 50.78
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