SEM - Select Medical Holdings Corporation Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham (NYSE)

Select Medical Holdings Corporation
US ˙ NYSE ˙ US81619Q1058

Mga Batayang Estadistika
Pemilik Institusional 607 total, 606 long only, 1 short only, 0 long/short - change of -6.89% MRQ
Alokasi Portofolio Rata-rata 0.1092 % - change of -1.50% MRQ
Jumlah Saham Beredar shares (source: Capital IQ)
Saham Institusional (Jangka Panjang) 128,779,650 - 103.86% (ex 13D/G) - change of -7.38MM shares -5.42% MRQ
Nilai Institusional (Jangka Panjang) $ 1,655,375 USD ($1000)
Kepemilikan Institusional dan Pemegang Saham

Select Medical Holdings Corporation (US:SEM) memiliki 607 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 128,781,595 saham. Pemegang saham terbesar meliputi BlackRock, Inc., Price T Rowe Associates Inc /md/, Vanguard Group Inc, TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc., IJR - iShares Core S&P Small-Cap ETF, Dimensional Fund Advisors Lp, State Street Corp, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, T. Rowe Price Investment Management, Inc., and Geode Capital Management, Llc .

Struktur kepemilikan institusional Select Medical Holdings Corporation (NYSE:SEM) 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 13.10 / share. Previously, on September 6, 2024, the share price was 33.74 / share. This represents a decline of 61.17% over that period.

SEM / Select Medical Holdings 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.

SEM / Select Medical Holdings 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)
2025-04-29 13G/A BlackRock, Inc. 19,959,411 16,015,179 -19.76 12.40 -20.00
2025-01-30 13G/A ORTENZIO ROCCO A 7,890,355 4,085,550 -48.22 3.20 -47.45
2024-11-14 13G/A PRICE T ROWE ASSOCIATES INC /MD/ 17,111,615 17,515,040 2.36 13.50 1.50
2024-11-12 13G/A ORTENZIO ROBERT A 8,959,913 8,952,033 -0.09 6.91 -1.00
Pengajuan 13F dan NPORT

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

Tingkatkan untuk membuka data premium dan mengekspor ke Excel .

Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)
Saham Δ Saham
(%)
Dilaporkan
Nilai
($1000)
Nilai Δ
(%)
Alokasi Port
(%)
2025-07-28 NP SAA - ProShares Ultra SmallCap600 1,816 -15.61 28 -30.77
2025-08-15 NP ROFCX - Royce Opportunity Fund Consultant Class 165,492 2.86 2,512 -6.48
2025-06-26 NP TISEX - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 421,420 -18.93 7,687 -24.82
2025-07-11 13F Farther Finance Advisors, LLC 212 -20.00 3 -25.00
2025-08-27 NP Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A 104,191 6.67 1,582 -3.07
2025-08-08 13F Bailard, Inc. 25,600 -1.16 389 -10.19
2025-08-13 13F First Trust Advisors Lp 165,540 -47.83 2,513 -52.59
2025-08-14 13F Aqr Capital Management Llc 30,350 -10.46 461 -18.73
2025-08-14 13F Lazard Asset Management Llc 0 -100.00 0
2025-08-14 13F Janus Henderson Group Plc 50,821 0.00 771 -9.73
2025-08-27 NP OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 21,449 -20.10 326 -27.46
2025-07-21 13F Sageworth Trust Co 29,487 0.00 448 -9.15
2025-05-29 NP LCORX - Leuthold Core Investment Fund Retail Class 47,842 799
2025-08-28 NP SPSM - SPDR(R) Portfolio Small Cap ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 888,912 -1.40 13,494 -10.38
2025-08-26 NP IHF - iShares U.S. Healthcare Providers 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 108,846 -3.93 1,652 -12.68
2025-08-26 NP Profunds - Profund Vp Small-cap Value 2,274 -0.13 35 -10.53
2025-08-12 13F Dimensional Fund Advisors Lp 4,989,392 18.35 75,740 7.58
2025-05-08 13F Federated Hermes, Inc. 0 -100.00 0
2025-07-23 13F Louisiana State Employees Retirement System 48,600 -1.22 738 -10.23
2025-08-07 13F Campbell & CO Investment Adviser LLC 76,143 256.84 1,156 224.44
2025-08-28 NP STMSX - Simt Tax-managed Small/mid Cap Fund Class F 17,097 0.00 260 -9.12
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 494,172 -1.47 7,556 -17.19
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 21 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 59,920 0.16 916 -15.81
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 570 4.01 9 -11.11
2025-07-24 13F CWM Advisors, LLC 25,585 24.34 388 13.12
2025-08-05 13F Kesler, Norman & Wride, LLC 0 -100.00 0
2025-08-27 NP SPSCX - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 10,133 0.00 154 -9.47
2025-06-18 NP NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 5,250 0.00 96 -7.77
2025-08-25 NP MMBUX - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 31,639 -21.47 480 -28.57
2025-08-18 13F/A Kestra Investment Management, LLC 1,805 -3.37 27 -12.90
2025-08-07 13F ProShare Advisors LLC 24,823 -2.35 377 -11.32
2025-08-26 NP Profunds - Profund Vp Small-cap 256 4.92 4 -25.00
2025-08-13 13F Pictet Asset Management Holding SA 18,997 13.53 288 3.23
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 673,773 -20.47 12,290 -26.25
2025-08-27 NP RYAZX - S&P SmallCap 600 Pure Value Fund Class H 1,768 -6.95 27 -16.13
2025-08-11 13F Rothschild Investment Llc 290 61.11 4 33.33
2025-04-25 NP AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 350,102 -59.56 6,368 -65.16
2025-08-14 13F Graham Capital Management, L.P. 30,892 469
2025-07-15 13F Fortitude Family Office, LLC 38 1
2025-08-28 NP USVM - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 180,140 16.75 2,735 6.13
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 108,567 0.00 1,648 -9.10
2025-05-15 13F Boothbay Fund Management, Llc 0 -100.00 0
2025-06-25 NP FYX - First Trust Small Cap Core AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 122,872 103.22 2,241 25.20
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 47,687 2.37 870 -5.13
2025-07-28 NP RWJ - Invesco S&P SmallCap 600 Revenue ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 431,314 -14.79 6,595 -28.37
2025-07-22 13F Net Worth Advisory Group 16,058 14.33 244 3.85
2025-08-13 13F Arrowstreet Capital, Limited Partnership 484,290 -8.65 7,352 -16.97
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio 110,018 -27.64 1,670 -34.23
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 3,603,465 1.15 54,701 -8.05
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 990,749 217.58 15,040 188.71
2025-05-05 13F Hussman Strategic Advisors, Inc. 0 -100.00 0 -100.00
2025-07-08 13F Parallel Advisors, LLC 40 400.00 1
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 219,387 3,330
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 2,192 3.89 33 -5.71
2025-07-25 13F Stephens Consulting, LLC 0 -100.00 0
2025-08-28 NP GMSMX - GuideMark(R) Small/Mid Cap Core Fund Service Shares 1,778 0.00 27 -10.34
2025-07-29 13F Private Trust Co Na 94 84.31 1
2025-08-14 13F Macquarie Group Ltd 0 -100.00 0 -100.00
2025-07-29 13F Everence Capital Management Inc 15,210 0.00 0
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 16,643 7.81 253 -1.95
2025-07-14 13F UMA Financial Services, Inc. 918 66.91 14 44.44
2025-07-31 13F Linden Thomas Advisory Services, LLC 56,367 88.73 856 71.69
2025-07-15 13F SJS Investment Consulting Inc. 12 -36.84 0
2025-08-01 13F Envestnet Asset Management Inc 175,353 -53.95 2,662 -58.15
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 1,106 -29.91 20 -35.48
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 23,656 -15.05 359 -22.80
2025-08-13 13F Kilter Group LLC 56 1
2025-08-13 13F Renaissance Technologies Llc 23,235 -92.92 353 -93.58
2025-08-26 NP BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 40,229 -5.51 611 -14.08
2025-08-29 NP DTD - WisdomTree U.S. Total Dividend Fund N/A 7,360 -19.77 112 -27.45
2025-08-12 13F Charles Schwab Investment Management Inc 1,617,617 -1.00 24,555 -10.01
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 390 -0.26 6 -16.67
2025-08-06 13F First Horizon Advisors, Inc. 90 -17.43 1 0.00
2025-04-29 NP SSMAX - Siit Small Mid Cap Equity Fund - Class A 18,800 -65.52 342 -70.35
2025-08-14 13F Point72 Asset Management, L.P. 198,196 -86.33 3,009 -87.58
2025-06-26 NP TRDFX - Steward Small-Mid Cap Enhanced Index Fund Class A 5,951 0.00 109 -7.69
2025-08-08 13F SG Americas Securities, LLC 9,343 -75.21 0
2025-08-26 NP PRDSX - T. Rowe Price QM U.S. Small-Cap Growth Equity 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 560,483 0.00 8,508 -9.10
2025-05-27 NP FECGX - Fidelity Small Cap Growth Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 46,013 2.07 768 -9.54
2025-08-12 13F Barrow Hanley Mewhinney & Strauss Llc 810 12
2025-05-12 13F Globeflex Capital L P 0 -100.00 0
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 157 5.37 2 0.00
2025-08-28 NP VLU - SPDR S&P 1500 Value Tilt ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,446 75.45 67 59.52
2025-08-14 13F Millennium Management Llc Call 0 -100.00 0
2025-08-29 NP MMSCX - Praxis Small Cap Index Fund Class A 15,210 0.00 231 -9.45
2025-08-07 13F Illinois Municipal Retirement Fund 56,718 -0.08 861 -9.19
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 26,731 6.91 406 -2.88
2025-08-12 13F Swiss National Bank 221,700 3.99 3,365 -5.48
2025-08-12 13F WealthTrak Capital Management LLC 0 -100.00 0
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 10,634 -5.61 161 -14.36
2025-04-22 NP TCMSX - Voya Small Cap Growth Fund Class I 781,297 114.99 14,212 85.26
2025-08-14 13F Weiss Asset Management LP 64,109 973
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 76,559 -0.24 1,162 -9.29
2025-08-05 13F South Dakota Investment Council 97,056 0.00 1 0.00
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 54,727 -5.72 831 -14.34
2025-07-28 NP HDG - ProShares Hedge Replication ETF 142 10.94 2 0.00
2025-07-31 13F Caitong International Asset Management Co., Ltd 733 -72.88 11 -75.56
2025-07-25 13F Sivik Global Healthcare LLC 300,000 50.00 5 33.33
2025-08-04 13F Hantz Financial Services, Inc. 68 0
2025-04-22 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 201 -56.68 4 -66.67
2025-07-23 13F Klp Kapitalforvaltning As 24,000 15.94 364 5.51
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 36,960 -1.09 561 -10.10
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 130,172 3.23 1,976 -6.13
2025-08-14 13F Dark Forest Capital Management Lp 77,418 428.74 1,175 381.56
2025-08-14 13F Comerica Bank 81,058 10.33 1,230 0.33
2025-06-27 NP FESRX - First Eagle Small Cap Opportunity Fund Class R6 338,310 3.58 6,171 -3.95
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 5,624 0.00 85 -8.60
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 66,018 -0.93 1,002 -9.89
2025-07-28 NP VCSLX - Small Cap Index Fund 47,789 15.57 731 -2.93
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 18,526 -1.26 338 -8.67
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 5,546 34.91 84 23.53
2025-07-24 13F Jfs Wealth Advisors, Llc 83 0.00 1 0.00
2025-08-08 13F Atlantic Trust, LLC 50 1
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 10,482 14.77 159 4.61
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 3,200 -5.88 49 -14.29
2025-08-08 13F SBI Securities Co., Ltd. 1 0.00 0
2025-08-28 NP DTSVX - Small Company Value Portfolio Investment Class 1,060 43.24 16 33.33
2025-07-10 13F Global Financial Private Client, LLC 0 -100.00 0
2025-08-12 13F Advisors Asset Management, Inc. 7,135 13.24 108 2.86
2025-07-14 13F GAMMA Investing LLC 3,099 -52.33 47 -56.48
2025-08-28 NP Humankind Benefit Corp - Humankind US Stock ETF 9,909 108.35 150 89.87
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 19,508 19.87 296 8.42
2025-06-26 NP USMIX - Extended Market Index Fund 13,179 0.78 240 -6.61
2025-08-13 13F MetLife Investment Management, LLC 64,846 0.00 984 -9.06
2025-08-14 13F Quarry LP 2,108 6.90 32 -3.12
2025-08-28 NP SMLV - SPDR SSGA US Small Cap Low Volatility Index ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 13,433 211.02 204 181.94
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 345,164 0.00 6,296 -7.28
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 4,537 9.85 69 -8.00
2025-07-11 13F/A Umb Bank N A/mo 428 28.53 6 20.00
2025-08-14 13F Aristeia Capital Llc 12,331 187
2025-08-14 13F Smartleaf Asset Management LLC 1,969 -22.02 30 -28.57
2025-08-14 13F Hrt Financial Lp 46,547 -8.84 1
2025-08-14 13F/A Skopos Labs, Inc. 245 329.82 4
2025-07-25 13F Hemington Wealth Management 502 2.87 0
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 110,615 2.12 2,018 -5.31
2025-05-15 13F Aster Capital Management (DIFC) Ltd 0 -100.00 0
2025-08-14 13F Verition Fund Management LLC 79,301 295.10 1,204 259.10
2025-08-14 13F BI Asset Management Fondsmaeglerselskab A/S 0 -100.00 0
2025-06-27 NP SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 4,538 0.00 83 -7.87
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 258,281 0.00 4,711 -7.26
2025-07-25 13F Cwm, Llc 1,025 11.78 0
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 479,078 87.14 7,325 57.32
2025-08-26 NP IJS - iShares S&P Small-Cap 600 Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 989,895 -6.92 15,027 -15.39
2025-07-24 13F IFP Advisors, Inc 0 -100.00 7 600.00
2025-07-15 13F Public Employees Retirement System Of Ohio 3,028 1.78 46 -8.16
2025-07-25 13F Oregon Public Employees Retirement Fund 23,616 -1.16 358 -10.28
2025-08-14 13F Raymond James Financial Inc 334,788 9.59 5,082 -0.37
2025-08-28 NP TPSC - Timothy Plan US Small Cap Core ETF 23,445 6.81 356 -3.01
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 63,110 0.00 1,151 -7.25
2025-07-16 13F/A CX Institutional 95,343 99.35 1
2025-08-15 NP Royce Value Trust Inc 95,900 0.00 1,456 -9.12
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 13,513 19.45 207 0.49
2025-07-25 13F Yousif Capital Management, Llc 39,549 0.73 600 -8.40
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 51,752 4.98 786 -4.62
2025-07-29 NP VFMF - Vanguard U.S. Multifactor ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 0 -100.00 0 -100.00
2025-08-13 13F Amundi 17,358 -58.25 263 -61.01
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 86,875 1,319
2025-08-13 13F Victory Capital Management Inc 510,750 51.53 7,753 37.76
2025-07-25 NP SRGAX - Stringer Growth Fund Class A Shares 0 -100.00 0 -100.00
2025-07-29 NP EBI - Longview Advantage ETF 5,578 2,931.52 85 2,733.33
2025-08-13 13F Leuthold Group, Llc 0 -100.00 0
2025-07-28 NP AVUQ - Avantis U.S. Quality ETF 1,110 17
2025-08-14 13F Fuller & Thaler Asset Management, Inc. 119 0.00 2 0.00
2025-07-28 13F Allianz Asset Management GmbH 61,200 6.01 929 -3.63
2025-08-05 13F Bank of New York Mellon Corp 1,310,036 -2.51 19,886 -11.38
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB 1,036 0.00 16 -11.76
2025-08-29 NP SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 12,138 0.00 184 -8.91
2025-08-12 13F Neo Ivy Capital Management 0 -100.00 0
2025-07-09 13F Massmutual Trust Co Fsb/adv 78 -9.30 1 0.00
2025-08-28 NP ESIX - SPDR S&P SmallCap 600 ESG ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 806 -8.10 12 -14.29
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 11,878 -10.25 180 -18.55
2025-08-07 13F Teachers Retirement System Of The State Of Kentucky 32,308 -7.00 0
2025-08-11 13F New Age Alpha Advisors, LLC 14,702 -2.52 223 -11.16
2025-08-25 NP MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 13,482 -11.39 205 -19.69
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 8,695 148.71 132 125.86
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 368,860 -9.17 6,728 -15.76
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 273,215 4,177
2025-08-07 13F CSM Advisors, LLC 226,415 3
2025-06-30 NP PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 44,506 812
2025-08-28 NP SSBIX - State Street Balanced Index Fund Class K 616 0.00 9 -10.00
2025-08-27 NP VBINX - Vanguard Balanced Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 66,215 3.68 1,005 -5.72
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 2,270 5.73 34 -2.86
2025-06-25 NP QIDX - Indexperts Quality Earnings Focused ETF 2,933 159.10 53 140.91
2025-08-14 13F Gotham Asset Management, LLC 38,550 -40.15 585 -45.58
2025-08-21 NP MXEBX - Great-West Core Strategies: U.S. Equity Fund Institutional Class 46,770 10.21 710 0.14
2025-03-25 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 70,608 657.52 1,389 364.21
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 31,712 -18.72 578 -24.64
2025-08-08 13F Vestcor Inc 11,055 0.00 0
2025-08-12 13F Legal & General Group Plc 306,790 2.78 4,657 -6.56
2025-06-26 NP ISCG - iShares Morningstar Small-Cap Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10,445 7.43 191 -0.52
2025-08-12 13F O'shaughnessy Asset Management, Llc 112,521 19.51 1,708 8.65
2025-05-15 13F Brevan Howard Capital Management LP 0 -100.00 0 -100.00
2025-08-13 13F Quadrature Capital Ltd 14,475 220
2025-06-27 NP RZV - Invesco S&P SmallCap 600 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 110,467 -1.72 2,015 -8.87
2025-07-25 NP USCRX - Cornerstone Moderately Aggressive Fund 5,808 -2.32 89 -18.52
2025-08-15 13F Tower Research Capital LLC (TRC) 11,639 282.48 177 252.00
2025-06-27 NP XSVM - Invesco S&P SmallCap 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 421,556 -12.24 7,689 -18.62
2025-05-14 13F Brown Brothers Harriman & Co 0 -100.00 0
2025-08-14 13F Financial Strategies Group, Inc. 27,052 28.66 399 16.37
2025-08-14 13F Millennium Management Llc 313,106 -81.72 4,753 -83.39
2025-08-13 13F Quantbot Technologies LP 0 -100.00 0
2025-05-22 NP IVSOX - Voya SmallCap Opportunities Portfolio Class I 104,830 2.78 1,751 -8.95
2025-08-04 13F Assetmark, Inc 2,085 18.33 32 6.90
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 48,777 0.00 890 -7.30
2025-08-27 NP OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 5,070 0.00 77 -9.52
2025-08-26 NP Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF 1,103 17
2025-05-13 13F Horizon Investments, LLC 0 -100.00 0
2025-08-07 13F Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 520 0.00 8 -12.50
2025-06-23 NP DSI - iShares MSCI KLD 400 Social 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 18,256 -3.94 333 -10.99
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 85,767 8.06 1,302 -1.81
2025-08-26 NP IJR - iShares Core S&P Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,226,874 -3.55 94,524 -12.33
2025-08-08 13F Geode Capital Management, Llc 3,035,186 2.72 46,079 -6.64
2025-08-15 13F Great West Life Assurance Co /can/ 102,497 -3.79 2 0.00
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 5,597 8.03 85 -2.33
2025-08-11 13F Cornerstone Planning Group LLC 57 -49.56 1 -100.00
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 23,511 39.36 429 29.31
2025-07-29 NP VHCIX - Vanguard Health Care Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 345,208 -1.86 5,278 -17.51
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 1,836 -3.11 28 -17.65
2025-07-10 13F NorthCrest Asset Manangement, LLC 0 -100.00 0
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 20,968 0.00 382 -7.28
2025-07-28 NP PSCH - Invesco S&P SmallCap Health Care ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 109,366 -6.99 1,672 -21.80
2025-05-28 NP QCEQRX - Equity Index Account Class R1 49,976 0.00 835 -11.46
2025-08-13 13F Bare Financial Services, Inc 146 139.34 2 100.00
2025-06-27 NP RSSL - Global X Russell 2000 ETF 65,791 6.70 1,200 -0.99
2025-08-14 13F Qube Research & Technologies Ltd 0 -100.00 0
2025-06-25 NP FYT - First Trust Small 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 38,505 19.14 702 -26.65
2025-08-27 NP RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity 4,250 -5.81 65 -14.67
2025-08-25 NP QWVOX - Clearwater Small Companies Fund 11,649 145.29 177 122.78
2025-08-08 13F Creative Planning 13,152 3.61 200 -5.69
2025-05-05 13F Foundry Partners, LLC 276,156 5.92 4,612 -6.17
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 8,315 166.51 126 142.31
2025-08-13 13F Norges Bank 37,860 575
2025-08-12 13F Dynamic Technology Lab Private Ltd 10,888 -17.28 165 -25.00
2025-08-11 13F Hexagon Capital Partners LLC 0 -100.00 0
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 37,043 2.22 562 -7.11
2025-08-14 13F Twinbeech Capital Lp 0 -100.00 0
2025-08-20 NP QSMLX - AQR Small Cap Multi-Style Fund Class I 2,063 19.46 31 10.71
2025-06-24 NP SWSCX - Schwab Small-Cap Equity 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 20,075 144.31 366 127.33
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 6,370 97
2025-05-29 NP CSA - VictoryShares US Small Cap Volatility Wtd ETF 2,610 44.68 44 26.47
2025-08-14 13F Goldman Sachs Group Inc 478,424 -34.34 7,262 -40.32
2025-08-26 NP NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 17,890 -5.54 272 -14.24
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 193,768 4.80 2,941 -4.73
2025-08-13 13F EverSource Wealth Advisors, LLC 540 -13.46 8 -20.00
2025-08-12 13F Segall Bryant & Hamill, Llc 139,435 38.29 2,117 25.73
2025-08-26 NP PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,126,309 -5.90 32,277 -14.46
2025-05-02 13F Kingsview Wealth Management, LLC 0 -100.00 0
2025-08-04 13F Strs Ohio 49,800 7.56 756 -2.33
2025-08-06 13F Fox Run Management, L.l.c. 61,339 931
2025-05-15 13F LMR Partners LLP 0 -100.00 0
2025-07-28 NP URTY - ProShares UltraPro Russell2000 7,917 -28.45 121 -39.80
2025-06-23 NP PSSMX - SmallCap S&P 600 Index Fund R-3 101,483 -5.22 1,851 -12.11
2025-07-28 13F New York State Teachers Retirement System 51,206 0.00 1
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 22,676 -5.05 347 -20.28
2025-05-22 NP ROSC - Hartford Multifactor Small Cap ETF 12,823 938.30 214 397.67
2025-07-30 NP ALIL - Argent Focused Small Cap ETF 13,216 202
2025-08-14 13F Susquehanna Fundamental Investments, Llc 0 -100.00 0
2025-08-14 13F State Of Wisconsin Investment Board 216,143 14.20 3,281 3.83
2025-08-20 NP HWVIX - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 111,100 40.46 1,686 27.73
2025-07-24 NP ESML - iShares ESG MSCI USA Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 51,782 32.30 792 11.25
2025-07-29 NP JMVNX - Mid Value Fund Class NAV 761,344 -5.06 11,641 -20.20
2025-06-25 NP BKSE - BNY Mellon US Small Cap Core Equity ETF 5,301 -19.94 97 -26.15
2025-08-12 13F Ensign Peak Advisors, Inc 45,147 0.00 685 -9.03
2025-08-14 13F Royal Bank Of Canada 107,635 12.39 1,634 2.19
2025-08-27 NP BBTSX - Bridge Builder Tax Managed Small/Mid Cap Fund 16,258 0.00 247 -9.23
2025-08-12 13F SRS Capital Advisors, Inc. 364 787.80 6
2025-07-24 13F Brucke Financial, Inc. 13,638 7.05 207 -10.78
2025-08-07 13F Allworth Financial LP 433 170.62 7 200.00
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 2,679,658 -2.23 40,677 -11.13
2025-07-25 13F Sovereign Financial Group, Inc. 25,220 0.00 383 -9.26
2025-07-16 13F State of Alaska, Department of Revenue 61,985 7.07 1
2025-07-25 13F Allspring Global Investments Holdings, LLC 23,092 -5.55 351 -13.15
2025-08-15 13F Harvest Fund Management Co., Ltd 1,047 0.00 0
2025-08-26 NP IVCSX - Voya Small Company Portfolio Class I 54,106 -9.55 821 -17.74
2025-08-27 NP PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 93,737 0.64 1,423 -8.55
2025-08-14 13F Balyasny Asset Management Llc 16,849 256
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth 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 73,558 -39.73 1,342 -44.12
2025-08-25 NP GENIX - Gotham Enhanced Return Fund Institutional Class 2,100 113.20 32 93.75
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 7,691 6.66 117 -3.33
2025-07-14 13F Argent Capital Management Llc 56,645 4.59 860 -4.98
2025-08-08 13F Intech Investment Management Llc 187,817 6.28 2,851 -3.39
2025-08-04 13F Econ Financial Services Corp 54,174 822
2025-06-23 NP SVPIX - Small-cap Value Profund Investor Class 390 -11.56 7 -12.50
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 1,480 17.55 27 8.33
2025-08-28 NP SLYV - SPDR(R) S & P 600 Small Cap Value ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 600,718 -2.39 9,119 -11.29
2025-08-26 NP PACAX - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 1,839 -2.80 28 -12.90
2025-08-14 13F Cibc World Markets Corp 13,780 -42.64 209 -47.88
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 3,937 -5.86 60 -14.49
2025-08-26 NP EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 13,600 0.00 206 -9.25
2025-06-18 NP GMRAX - Nationwide Small Cap Index Fund Class A 9,233 -3.76 168 -10.64
2025-06-23 NP PPNMX - SmallCap Growth Fund I R-3 7,425 -3.85 135 -10.60
2025-08-13 13F Marshall Wace, Llp 134,832 283.12 2,047 248.55
2025-05-29 NP CSF - VictoryShares US Discovery Enhanced Volatility Wtd ETF 3,323 64.91 55 48.65
2025-08-27 NP SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 1,264 -1.94 19 -9.52
2025-07-30 13F Bogart Wealth, LLC 50 0.00 1
2025-08-26 NP BOSVX - Omni Small-Cap Value Fund Class N 367,125 -19.84 5,573 -27.14
2025-07-11 13F Wedge Capital Management L L P/nc 161,795 18.00 2,456 7.30
2025-08-27 NP VTMSX - Vanguard Tax-Managed Small-Cap Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 724,034 -1.78 10,991 -10.72
2025-08-08 13F/A Sterling Capital Management LLC 13,153 21.81 200 10.56
2025-08-13 13F Aristides Capital LLC 0 -100.00 0
2025-08-28 NP WFIVX - Wilshire 5000 Index Fund Investment Class 415 0.00 6 0.00
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 439 3.54 8 0.00
2025-08-27 13F/A Brinker Capital Investments, LLC 12,823 22.65 195 11.49
2025-08-14 13F Manufacturers Life Insurance Company, The 57,493 -95.94 873 -96.32
2025-05-30 NP New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES 0 -100.00 0 -100.00
2025-08-27 NP TLEQX - Small-Cap Equity Fund 6,034 -28.22 92 -35.00
2025-08-11 13F Royce & Associates Lp 400,205 -0.29 6,075 -9.36
2025-08-28 NP CSB - VictoryShares US Small Cap High Div Volatility Wtd ETF 128,724 0.00 1,954 -9.07
2025-08-28 NP SIFAX - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 800 0.00 12 -7.69
2025-06-25 NP HART - IQ Healthy Hearts ETF 2,680 18.90 49 9.09
2025-08-29 NP JAGWX - Mid Value Trust NAV 324,036 -13.50 4,919 -21.39
2025-08-12 13F Global Retirement Partners, LLC 411 0.49 6 -14.29
2025-08-07 13F Vise Technologies, Inc. 17,526 11.02 266 -10.44
2025-05-02 13F Cornercap Investment Counsel Inc 0 -100.00 0
2025-08-13 13F Cerity Partners LLC 97,877 4.25 1,486 -5.23
2025-08-11 13F Vanguard Group Inc 12,926,962 -2.92 196,231 -11.76
2025-07-31 13F State of New Jersey Common Pension Fund D 129,982 24.51 1,973 13.20
2025-05-16 13F Bell Investment Advisors, Inc 0 -100.00 0
2025-08-14 13F UBS Group AG 283,251 25.66 4,300 14.21
2025-08-14 13F Two Sigma Investments, Lp 0 -100.00 0
2025-08-13 13F Dana Investment Advisors, Inc. 343,185 24.11 5,210 12.80
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 11,055 167
2025-08-14 13F Jane Street Group, Llc 250,738 -9.65 3,806 -17.87
2025-08-14 13F Group One Trading, L.p. Call 9,900 41.43 150 29.31
2025-08-26 NP BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. 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 105,800 -1.04 1,606 -10.03
2025-08-14 13F Cubist Systematic Strategies, LLC 187,228 98.21 2,842 80.22
2025-08-14 13F/A Barclays Plc 273,456 34.06 4 33.33
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 320 -4.19 5 -20.00
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 101 1
2025-08-27 NP HRNOX - Hood River New Opportunities Fund Institutional Shares 36,712 -35.09 557 -41.00
2025-08-14 13F Citadel Advisors Llc Put 0 -100.00 0
2025-07-08 13F Arlington Trust Co LLC 16 0
2025-05-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 47,386 2.39 791 -9.29
2025-08-12 13F Rhumbline Advisers 326,552 4.54 4,957 -4.97
2025-08-13 13F Invesco Ltd. 1,395,205 -9.07 21,179 -17.35
2025-07-23 NP VYSGX - Voya Small Company Fund Class W 35,373 -8.93 541 -23.51
2025-05-01 13F High Note Wealth, LLC 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 31,299 2.35 571 -5.16
2025-04-01 NP KCVIX - Knights of Columbus Large Cap Value Fund I Shares 82,463 6.01 1,622 -34.99
2025-05-07 13F Knights of Columbus Asset Advisors LLC 0 -100.00 0
2025-08-14 13F Citadel Advisors Llc Call 0 -100.00 0
2025-08-14 13F Voya Investment Management Llc 181,670 -87.95 2,758 -89.05
2025-07-29 NP VIOV - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 212,226 -1.75 3,245 -17.43
2025-08-08 13F Pnc Financial Services Group, Inc. 8,828 15.85 134 5.51
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 3,833 0.00 70 -8.00
2025-06-30 NP VEXPX - VANGUARD EXPLORER FUND Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 98,792 -47.45 1,802 -51.28
2025-08-11 13F Lsv Asset Management 0 -100.00 0
2025-08-14 13F Wells Fargo & Company/mn 367,571 29.22 5,580 17.45
2025-08-11 13F EntryPoint Capital, LLC 58,560 86.15 889 69.14
2025-08-06 13F First Eagle Investment Management, LLC 428,948 12.54 6,511 2.29
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 68,121 20.19 1,034 9.30
2025-04-17 13F FNY Investment Advisers, LLC 0 -100.00 0
2025-08-27 NP VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,600,141 -0.89 24,290 -9.91
2025-08-27 NP JNL SERIES TRUST - JNL Small Cap Index Fund (I) 177,527 -2.41 2,695 -11.29
2025-05-27 NP Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 9,650 -0.65 161 -12.02
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 39,839 27.47 605 15.93
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 149,156 8.93 2,281 -8.43
2025-07-29 NP ISMD - Inspire Small/Mid Cap Impact ETF 21,290 6.08 326 -10.96
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Proequities, Inc. 0 0
2025-08-25 NP GONIX - Gotham Neutral Fund Institutional Class 6,359 27.08 97 15.66
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 21,144 8.84 321 -1.23
2025-08-14 13F T. Rowe Price Investment Management, Inc. 3,600,773 -10.65 55 -19.40
2025-05-15 13F Hbk Investments L P 0 -100.00 0
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 28,731 28.38 524 19.09
2025-05-07 13F Essex Investment Management Co Llc 0 -100.00 0 -100.00
2025-08-12 13F Trexquant Investment LP 0 -100.00 0
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 293,329 33.11 5,350 23.44
2025-08-12 13F Franklin Resources Inc 68,413 0.20 1,039 -8.95
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 1,707,892 -3.65 25,926 -12.42
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 21,489 2.94 326 -6.32
2025-06-26 NP CRSSX - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 46,223 -4.45 843 -11.36
2025-03-31 NP DRISX - Foundry Partners Fundamental Small Cap Value Fund Institutional Class 151,850 3.54 2,987 -36.52
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 74,745 5.58 1,135 -4.06
2025-05-13 13F Neuberger Berman Group LLC 0 -100.00 0 -100.00
2025-08-26 NP PSGIX - Blackrock Advantage Small Cap Growth Fund Institutional This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 118,259 -24.04 1,795 -30.96
2025-07-09 13F Harbor Capital Advisors, Inc. 1,419 12.17 0
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0 -100.00 0
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 17,165 5.38 261 -4.41
2025-08-13 13F Jump Financial, LLC 47,392 161.83 719 138.08
2025-07-18 13F Trust Co Of Vermont 73 0.00 1 0.00
2025-06-26 NP DFUV - Dimensional US Marketwide Value ETF 112,465 -9.63 2,051 -16.18
2025-07-25 13F Sippican Capital Advisors 0 -100.00 0
2025-08-13 13F M&t Bank Corp 39,355 7.44 597 -2.45
2025-08-14 13F Canada Pension Plan Investment Board 11,100 168
2025-08-14 13F Price T Rowe Associates Inc /md/ 16,147,922 -9.05 245 -17.23
2025-07-31 13F Nilsine Partners, LLC 0 -100.00 0
2025-05-15 13F Axa S.a. 0 -100.00 0
2025-08-13 13F Northern Trust Corp 1,286,216 -2.18 19,525 -11.08
2025-08-08 13F Larson Financial Group LLC 141,964 23.62 2,155 12.42
2025-08-12 13F BlackRock, Inc. 19,516,415 -3.05 296,259 -11.87
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 30 3.45 0
2025-08-13 13F Capital Analysts, Inc. 117 0.00 0
2025-07-29 NP VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 543,917 9.92 8,316 -7.61
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 7,094 -42.98 129 -47.13
2025-07-31 13F Quest Partners LLC 18,059 106.84 274 88.97
2025-08-28 NP SAGP - STRATEGAS GLOBAL POLICY OPPORTUNITIES ETF 6,589 37.87 100 26.58
2025-07-29 NP SEIAX - SIIT Multi-Asset Real Return Fund - Class A 1,118 0.00 17 -15.00
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 1,120 60.00 20 53.85
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 43,562 0.00 661 -9.08
2025-05-14 13F Credit Agricole S A 98,044 98.83 1,637 76.21
2025-08-14 13F Point72 Hong Kong Ltd 0 -100.00 0
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 127,315 2.47 1,933 -6.85
2025-08-11 13F Public Employees Retirement Association Of Colorado 13,261 0.00 0
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 268,603 2.74 4,899 -4.73
2025-07-22 13F Romano Brothers And Company 35,400 -52.23 537 -56.59
2025-08-14 13F Tudor Investment Corp Et Al 0 -100.00 0
2025-06-24 NP JPSE - JPMorgan Diversified Return U.S. Small Cap Equity ETF 51,423 -7.83 938 -14.59
2025-05-23 NP EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 2,000 0.00 33 -10.81
2025-05-27 NP AXVNX - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 2,879 -33.37 48 -40.74
2025-03-28 NP GSAOX - Goldman Sachs Small Cap Growth Insights Fund Class A 0 -100.00 0 -100.00
2025-08-14 13F DRW Securities, LLC 44,687 678
2025-08-27 NP JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 22,251 -3.57 338 -12.47
2025-05-29 NP AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Health Care Fund Series I 18,560 -21.19 310 -30.25
2025-08-05 13F Bank Of Montreal /can/ 24,315 -0.71 369 -9.56
2025-08-28 NP SSMHX - State Street Small/mid Cap Equity Index Portfolio This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 35,934 -10.02 545 -18.17
2025-08-13 13F Mackenzie Financial Corp 34,740 0.67 527 -8.51
2025-08-27 13F/A Squarepoint Ops LLC 61,295 -70.61 930 -73.29
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 90,000 33.53 1,376 12.23
2025-08-14 13F Citadel Advisors Llc 500,783 7,602
2025-06-25 NP DISSX - BNY Mellon Smallcap Stock Index Fund Investor Shares 69,314 -14.37 1,264 -20.60
2025-08-13 13F Loomis Sayles & Co L P 568,003 8.65 8,622 107,675.00
2025-08-15 13F State of Tennessee, Treasury Department 47,520 -32.27 721 -38.43
2025-07-30 NP SMCIX - S&P SmallCap Index Fund Direct Shares 4,113 0.00 63 -16.22
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 10,967 0.00 166 -9.29
2025-08-06 13F Rialto Wealth Management, LLC 7 0
2025-06-25 NP PQJCX - PGIM Jennison Small-Cap Core Equity Fund Class R6 0 -100.00 0 -100.00
2025-07-25 NP PMIYX - Putnam Income Strategies Portfolio - 621 -2.97 9 -18.18
2025-03-25 NP FNX - First Trust Mid Cap Core AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 239,743 352.21 4,716 177.35
2025-08-28 NP IWM - iShares Russell 2000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,776,653 -4.84 42,150 -13.51
2025-06-26 NP TIEIX - TIAA-CREF Equity Index Fund Institutional Class 84,676 0.00 1,544 -7.27
2025-08-14 13F Oxford Asset Management Llp 28,992 18.59 440 7.84
2025-08-12 13F Nuveen, LLC 560,183 -22.90 8,504 -29.92
2025-08-26 NP TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8,670,090 -7.17 131,612 -15.62
2025-08-06 13F True Wealth Design, LLC 2 0.00 0
2025-08-14 13F Hood River Capital Management LLC 1,656,822 -45.08 25,151 -50.08
2025-07-29 NP DRISX - NORTH SQUARE SMALL CAP VALUE FUND Class I 111,337 -28.81 1,702 -40.32
2025-05-28 NP VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7,791 -61.13 130 -81.48
2025-08-14 13F Fmr Llc 62,993 0.06 956 -9.04
2025-08-14 13F Bnp Paribas Arbitrage, Sa 518,849 -9.50 7,876 -17.74
2025-05-15 13F/A Orion Portfolio Solutions, LLC 10,455 0.49 175 -11.22
2025-08-06 13F Phocas Financial Corp. 0 -100.00 0
2025-08-12 13F Deutsche Bank Ag\ 75,471 -10.26 1,146 -18.45
2025-08-14 13F Hotchkis & Wiley Capital Management Llc 578,810 80.62 8,786 64.19
2025-08-13 13F Hsbc Holdings Plc 82,099 -12.74 1,245 -21.12
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 20,179 1.95 306 -7.27
2025-08-11 13F EMC Capital Management 0 -100.00 0
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 21,138 0.00 321 -9.35
2025-08-26 NP XJR - iShares ESG Screened S&P Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8,165 -7.18 124 -15.75
2025-07-08 13F Rise Advisors, LLC 4 0.00 0
2025-08-12 13F Ameritas Investment Partners, Inc. 10,967 0.00 166 -9.29
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 22,321 1.88 339 -7.40
2025-06-18 NP HUSIX - Huber Capital Small Cap Value Fund Investor Class 9,600 -41.82 175 -45.99
2025-08-14 13F Boston Private Wealth Llc 0 -100.00 0
2025-08-14 13F Two Sigma Advisers, Lp 0 -100.00 0
2025-08-04 13F Amalgamated Bank 29,790 -0.56 0
2025-08-28 NP TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 1,967 0.00 30 -9.37
2025-08-19 NP RIFBX - U.S. Small Cap Equity Fund 10,863 0.00 165 -9.39
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 1,199 0
2025-08-13 13F Huber Capital Management LLC 0 -100.00 0
2025-08-21 NP MXLSX - Great-West Loomis Sayles Small Cap Value Fund Investor Class 192,929 29.23 2,929 17.45
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 271 28.44 4 33.33
2025-08-14 13F CIBC Asset Management Inc 10,703 0.00 162 -8.99
2025-08-04 13F Spire Wealth Management 0 -100.00 0
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 18,227 -6.39 277 -15.08
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 2,929 25.87 44 15.79
2025-06-24 NP BBMC - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 49,435 -1.38 902 -8.53
2025-08-15 13F Morgan Stanley 1,485,955 26.46 22,557 14.95
2025-05-28 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 161,807 49.25 2,702 32.26
2025-04-28 NP LONAX - Longboard Alternative Growth Fund Class A 3,749 0.00 68 -13.92
2025-06-18 NP HUMDX - Huber Capital Mid Cap Value Fund Investor Class 1,300 -40.91 24 -46.51
2025-05-29 NP JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I) 52,957 0.00 884 -11.42
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 122,309 231.45 1,857 201.30
2025-06-26 NP FSSNX - Fidelity Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,095,780 2.99 19,987 -4.49
2025-06-25 NP FHLC - Fidelity MSCI Health Care Index ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 48,591 -2.12 886 -9.22
2025-06-26 NP DFSVX - U.s. Small Cap Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 27,121 495
2025-07-29 NP ESGV - Vanguard ESG U.S. Stock ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 22,503 -5.26 344 -20.37
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 34,093 -0.55 518 -9.62
2025-05-15 13F Texas Permanent School Fund 159,329 2,906
2025-08-11 13F Covestor Ltd 10,281 -3.83 0
2025-08-01 13F Teacher Retirement System Of Texas 17,590 9.31 267 -0.37
2025-07-28 NP AVSC - Avantis U.S. Small Cap Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 190,592 26.51 2,914 6.35
2025-08-29 NP JAEQX - Small Company Value Trust NAV 24,025 -28.05 365 -34.65
2025-07-28 NP QVMS - Invesco S&P SmallCap 600 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 16,971 -5.93 259 -21.04
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 5,123 6.53 93 -1.06
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 77,995 0.00 1,423 -7.30
2025-08-14 13F Nebula Research & Development LLC 112,364 1,706
2025-08-12 13F LPL Financial LLC 32,318 -9.07 491 -17.37
2025-08-21 NP MXISX - Great-West S&P Small Cap 600 Index Fund Investor Class 75,640 -5.07 1,148 -13.68
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 12,287 2.43 224 -4.68
2025-08-28 NP New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES 14,702 -2.52 223 -11.16
2025-05-29 NP OASVX - Optimum Small-mid Cap Value Fund Class A 33,800 0.00 564 -11.46
2025-08-14 13F Freestone Grove Partners LP 0 -100.00 0
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 53,737 219.79 816 191.07
2025-08-13 13F Wealthquest Corp 0 -100.00 0 -100.00
2025-08-06 13F Golden State Wealth Management, LLC 0 -100.00 0
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 30,049 5.38 456 -4.20
2025-07-28 NP XSHD - Invesco S&P SmallCap High Dividend 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 37,805 16.64 578 -1.87
2025-08-13 13F Russell Investments Group, Ltd. 114,340 2.28 1,736 -7.02
2025-07-25 NP UCAGX - Cornerstone Aggressive Fund 5,681 719.77 87 377.78
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 27,043 9.74 493 1.86
2025-05-15 13F PharVision Advisers, LLC 0 -100.00 0
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 72,811 45.25 1,328 34.69
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 139,040 0.00 2,536 -7.24
2025-08-27 NP VQNPX - Vanguard Growth and Income Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 25,300 317.84 384 280.20
2025-07-15 13F Fifth Third Bancorp 372 -35.42 6 -44.44
2025-08-14 13F Ubs Asset Management Americas Inc 447,710 38.20 6,796 25.62
2025-07-28 13F Harbour Investments, Inc. 50 0.00 1
2025-08-08 13F Principal Financial Group Inc 2,924,803 18.09 44,399 7.34
2025-08-11 13F Nomura Asset Management Co Ltd 1,520 0.00 23 -8.00
2025-07-24 NP FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 570,813 0.28 8,728 -15.71
2025-08-11 13F Empowered Funds, LLC 555,992 -9.42 8,440 -17.67
2025-07-28 NP UWM - ProShares Ultra Russell2000 10,798 -18.71 165 -31.54
2025-08-12 13F Aigen Investment Management, Lp 13,226 201
2025-08-12 13F Prudential Financial Inc 109,758 1.38 3,954 -2.01
2025-08-19 13F State of Wyoming 17,341 -2.74 263 -11.45
2025-08-14 13F Point72 (DIFC) Ltd 21,075 320
2025-08-14 13F Bank Of America Corp /de/ 1,618,662 10.88 24,571 0.78
2025-05-15 13F Petrus Trust Company, LTA 0 -100.00 0
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 21,737 7.51 396 -0.25
2025-08-14 13F CastleKnight Management LP 135,200 2,052
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 12,836 4.24 234 -3.31
2025-07-29 13F Mutual Of America Capital Management Llc 13,375 -12.09 203 -20.08
2025-08-07 13F Summit X, LLC 12,799 -6.39 194 -14.91
2025-08-12 13F Coldstream Capital Management Inc 0 -100.00 0
2025-06-18 NP HUDIX - Huber Capital Diversified Large Cap Value Fund Investor Class 600 -45.45 11 -52.38
2025-07-23 13F Shell Asset Management Co 2,589 -10.01 0
2025-08-12 13F American Century Companies Inc 214,744 18.58 3,260 7.77
2025-08-29 NP BSVO - EA Bridgeway Omni Small-Cap Value ETF 535,547 -12.30 8,130 -20.28
2025-08-14 13F Ameriprise Financial Inc 304,632 0.70 4,624 -8.47
2025-08-26 NP PEXMX - T. Rowe Price Extended Equity Market Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 22,405 0.00 340 -9.09
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 17,919 215.48 272 189.36
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 262 2.75 4 -25.00
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 36,945 -2.37 561 -11.25
2025-08-25 NP GARIX - Gotham Absolute Return Fund Institutional Class 8,998 37.02 137 24.77
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 303,942 3.44 4,614 -5.97
2025-07-08 13F Webster Bank, N. A. 85 1
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 412,545 -8.46 7,525 -15.12
2025-07-30 13F LGT Financial Advisors LLC 4 0
2025-08-14 13F Bridgeway Capital Management Inc 903,416 -15.46 13,714 -23.16
2025-07-16 13F Highline Wealth Partners Llc 209 0.00 3 0.00
2025-05-29 NP JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 8,659 0.00 145 -11.66
2025-08-26 NP TQSMX - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity 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 142,444 0.00 2,162 -9.08
2025-08-26 NP PAEAX - Putnam Dynamic Asset Allocation Growth Fund Class A shares 17,267 0.00 262 -9.03
2025-07-30 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 275,620 -0.15 4,184 -7.09
2025-08-13 13F Natixis Advisors, L.p. 13,840 -42.20 0
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 2,125 44.66 39 35.71
2025-08-07 13F Parkside Financial Bank & Trust 105 -85.62 2 -91.67
2025-08-12 13F MAI Capital Management 2,405 48,000.00 37
2025-09-04 13F/A Advisor Group Holdings, Inc. 2,647 39.17 40 29.03
2025-06-24 NP NFRA - FlexShares STOXX Global Broad Infrastructure 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 38,016 -10.62 693 -17.11
2025-03-28 NP GGHCX - INVESCO Health Care Fund Class A 175,574 11.72 3,454 -31.50
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 59,703 0.00 906 -9.13
2025-08-13 13F Quadrant Capital Group Llc 0 -100.00 0
2025-08-14 13F Sei Investments Co 80,864 -31.54 1,228 -37.78
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 231,354 4.82 4,220 -2.81
2025-06-25 NP PRIGX - T. Rowe Price Institutional Global Value Equity 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 52,677 43.67 961 33.15
2025-08-27 NP Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 8,814 0.00 134 -9.52
2025-07-29 NP VIOO - Vanguard S&P Small-Cap 600 Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 352,872 -1.68 5,395 -17.36
2025-08-26 NP PABAX - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 12,139 0.00 184 -8.91
2025-08-28 NP XHS - SPDR(R) S&P(R) Health Care Services 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 108,013 9.54 1,640 -0.43
2025-08-12 13F Jpmorgan Chase & Co 444,415 24.11 6,746 12.83
2025-08-26 NP TMSL - T. Rowe Price Small-Mid Cap ETF 217,401 -21.32 3,300 -28.48
2025-08-12 13F Corebridge Financial, Inc. 0 -100.00 0
2025-07-29 13F Vista Finance, Llc 11,413 4.05 173 -5.46
2025-07-28 13F Moran Wealth Management, LLC 0 -100.00 0
2025-08-26 NP NOSGX - Northern Small Cap Value Fund 37,492 17.52 569 6.95
2025-07-25 NP FNDB - Schwab Fundamental U.S. Broad Market Index ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,915 -2.27 60 -18.06
2025-07-28 13F Ritholtz Wealth Management 17,108 -37.91 260 -43.70
2025-08-12 13F Pathstone Holdings, LLC 0 -100.00 0
2025-08-26 NP TLSTX - Stock Index Fund 1,678 0.00 25 -10.71
2025-08-14 13F D. E. Shaw & Co., Inc. 743,502 279.29 11,286 244.82
2025-08-26 NP NVSOX - Wells Fargo Disciplined Small Cap Fund Administrator Class 14,399 -8.96 219 -17.42
2025-08-29 NP DGRS - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 199,177 -2.00 3,024 -10.93
2025-08-13 13F Jones Financial Companies Lllp 61 1
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 96,221 1,755
2025-05-14 13F Van Hulzen Asset Management, LLC 0 -100.00 0
2025-07-30 13F Whittier Trust Co Of Nevada Inc 79 0.00 1 0.00
2025-08-13 13F Arizona State Retirement System 33,872 7.31 514 -2.47
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 15,065 4.46 275 -3.18
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 39,319 0.00 597 -9.15
2025-08-05 13F Versor Investments LP 0 -100.00 0
2025-08-27 NP HCEGX - The Growth Equity Portfolio HC Strategic Shares 1,380 0.00 21 -13.04
2025-08-14 13F 8 Knots Management, Llc 1,750,188 26,568
2025-04-25 NP VFVA - Vanguard U.S. Value Factor ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 30,690 566.45 558 372.88
2025-08-14 13F Wealth Preservation Advisors, LLC 108 0.93 2 0.00
2025-05-28 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 14,534 2.04 243 -9.70
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market 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 38,622 -6.52 586 -14.95
2025-05-05 13F Lindbrook Capital, Llc 103 0.00 2 0.00
2025-07-31 13F Nisa Investment Advisors, Llc 3,082 -13.67 47 -22.03
2025-08-14 13F State Street Corp 4,253,793 1.33 64,573 -7.90
2025-08-05 13F Simplex Trading, Llc 0 -100.00 0
2025-08-05 13F Simplex Trading, Llc Call 2,100 -25.00 0
2025-05-14 13F Ceredex Value Advisors LLC 0 -100.00 0
2025-08-12 13F XTX Topco Ltd 21,319 -22.99 324 -30.09
2025-08-14 13F Engineers Gate Manager LP 98,327 -2.43 1,493 -11.35
2025-08-01 13F Motco 2,000 0.00 30 -12.12
2025-03-31 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 29,725 39.82 585 -14.37
2025-08-14 13F Alliancebernstein L.p. 131,628 -1.50 1,998 -10.44
2025-06-25 NP GCEQX - GREEN CENTURY EQUITY FUND Individual Investor Class 2,866 0.00 52 -7.14
2025-07-23 13F Maryland State Retirement & Pension System 30,517 0.00 463 -9.04
2025-08-18 13F Hollencrest Capital Management 100 0.00 2 0.00
2025-05-06 13F Burney Co/ 0 -100.00 0
2025-08-27 NP HRSMX - Hood River Small-Cap Growth Fund Institutional Shares 902,240 -46.76 13,696 -51.60
2025-07-14 13F Counterpoint Mutual Funds LLC 0 -100.00 0
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 38,874 0.00 590 -9.09
2025-08-08 13F KBC Group NV 3,217 -37.07 0
2025-07-07 13F Versant Capital Management, Inc 856 3.01 13 -7.69
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 15,765 0.00 241 -15.73
2025-08-13 13F Parkworth Wealth Management, Inc. 4 0.00 0
2025-05-23 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 11,218 -0.05 187 -11.37
2025-05-29 NP LST - Leuthold Select Industries ETF 2,393 40
2025-08-12 13F Public Sector Pension Investment Board 354,942 7.11 5,388 -2.64
2025-08-14 13F Hancock Whitney Corp 10,461 4.59 159 -5.39
2025-07-29 NP JSTC - Adasina Social Justice All Cap Global ETF 2,282 16.31 35 -2.86
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 193,207 -1.76 2,954 -17.42
2025-07-08 13F Nbc Securities, Inc. 500 0.00 0
2025-07-24 13F Us Bancorp \de\ 158 -29.46 2 -33.33
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 5,857 0.00 89 -9.28
2025-06-26 NP DFFVX - U.S. Targeted Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 563,377 13.67 10,276 5.41
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 447,047 24.26 8,154 15.23
2025-07-08 13F/A Salem Investment Counselors Inc 327 0.00 5 -20.00
2025-08-27 NP TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund Short -1,945 -30
2025-08-14 13F Prosight Management, LP 353,820 5,371
2025-05-19 NP MSCQX - Mercer US Small/Mid Cap Equity Fund Class I 33,800 0.00 564 -11.46
2025-08-14 13F Point72 Asia (Singapore) Pte. Ltd. 0 -100.00 0
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 29,517 0.62 451 -15.38
2025-05-29 NP GLBIX - Leuthold Global Fund Institutional Class 2,946 49
2025-08-12 13F Handelsbanken Fonder AB 26,711 -13.59 0
2025-08-08 13F Mitsubishi UFJ Trust & Banking Corp 6,476 98
2025-08-29 NP STXK - Strive Small-Cap ETF 3,255 3.56 49 -5.77
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 199 0.00 3 0.00
2025-07-17 13F Janney Montgomery Scott LLC 0 -100.00 0
2025-07-25 NP PMDAX - Small-MidCap Dividend Income Fund Class A 1,103,011 26.71 16,865 6.52
2025-08-13 13F Baird Financial Group, Inc. 0 -100.00 0
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 2,887 0.00 44 -15.38
2025-08-14 13F Occudo Quantitative Strategies Lp 0 -100.00 0
2025-07-29 NP VRTGX - Vanguard Russell 2000 Growth 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 64,773 -4.85 990 -20.03
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 20,748 17.53 378 8.93
2025-04-14 13F Wesbanco Bank Inc 0 -100.00 0
2025-08-11 13F Principal Securities, Inc. 447 -9.88 7 -33.33
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 7,600 0.00 139 -7.38
2025-07-16 13F Signaturefd, Llc 43 -52.75 1 -100.00
2025-08-11 13F Citigroup Inc 105,555 -67.84 1,602 -70.77
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 15,073 144.77 229 123.53
2025-07-22 13F Gsa Capital Partners Llp 20,186 -43.87 0
2025-05-06 13F Venturi Wealth Management, LLC 0 -100.00 0
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 8,528 -2.22 130 -17.72
2025-08-11 13F Persistent Asset Partners Ltd 93,563 1,420
2025-05-05 13F Jennison Associates Llc 0 -100.00 0
2025-08-27 NP Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 71,661 0.00 1,088 -9.11
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 923,444 0.00 14,119 -15.94
2025-05-27 NP IWO - iShares Russell 2000 Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 661,699 -2.52 11,050 -13.63
2025-07-14 13F Farmers & Merchants Investments Inc 70 0.00 1 0.00
2025-06-26 NP Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 29,357 46.50 535 35.79
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 532,860 -7.87 8,147 -22.56
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 9,674 -3.05 148 -18.78
2025-08-01 13F Bessemer Group Inc 311 29.58 0
2025-08-05 13F Huntington National Bank 372 6
2025-07-25 NP NMSAX - Columbia Small Cap Index Fund Class A 199,134 -5.53 3,045 -20.61
2025-05-15 13F Integrated Quantitative Investments LLC 0 -100.00 0
2025-08-14 13F Susquehanna International Group, Llp 233,744 66.33 3,548 51.24
2025-08-29 NP MFUS - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 2,079 8.79 32 0.00
2025-08-05 13F Harel Insurance Investments & Financial Services Ltd. 1,086 0.00 0
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 24,570 6.59 373 -3.12
2025-08-13 13F State Board Of Administration Of Florida Retirement System 29,683 0.00 451 -9.09
2025-08-13 13F Northwestern Mutual Wealth Management Co 0 -100.00 0
2025-07-22 13F Bay Harbor Wealth Management, LLC 10 400.00 0
2025-07-22 13F HFM Investment Advisors, LLC 6 100.00 0
2025-08-14 13F California State Teachers Retirement System 102,230 1.41 1,552 -7.84
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 106 -10.92 2 -50.00
2025-06-25 NP TASVX - PGIM QMA SMALL-CAP VALUE FUND Class Z 5,400 0.00 98 -7.55
2025-08-29 NP LSSCX - Loomis Sayles Small Cap Value Fund Institutional Class 132,299 6.49 2,008 -3.18
2025-05-30 NP QSML - WisdomTree U.S. SmallCap Quality Growth Fund 1,394 7.56 23 -4.17
2025-07-14 13F Abound Wealth Management 6 0.00 0
2025-07-28 13F BRYN MAWR TRUST Co 4,785 13.90 73 2.86
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 14,196 5.55 215 -4.02
2025-05-28 NP PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 3,918 -17.41 65 -26.97
2025-08-13 13F New York State Common Retirement Fund 33,077 -44.59 1
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 9,565 57.53 174 46.22
2025-04-24 13F TFC Financial Management 0 -100.00 0
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 3,502 3.82 53 -5.36
2025-08-20 NP ASMOX - AQR Small Cap Momentum Style Fund Class I 5,751 0.00 87 -9.37
2025-06-18 NP REBYX - U.S. Small Cap Equity Fund Class Y 37,980 141.53 693 123.95
2025-08-26 13F/A Thrivent Financial For Lutherans 76,758 -0.24 1 0.00
2025-08-29 NP PMJIX - PIMCO RAE US Small Fund Institutional Class 42,778 3.38 649 -6.08
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 26,220 -0.77 398 -9.75
2025-06-26 NP JCCIX - John Hancock Small Cap Core Fund Class I 1,354,471 8.37 24,706 0.50
2025-04-28 NP MVFD - Monarch Volume Factor Dividend Tree Index ETF 0 -100.00 0 -100.00
2025-08-14 13F Schonfeld Strategic Advisors LLC 0 -100.00 0
2025-06-30 NP SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF 4,800 88
2025-08-05 13F Simplex Trading, Llc Put 0 -100.00 0
2025-08-12 13F Bokf, Na 31,370 16.70 476 6.25
Other Listings
DE:S24 € 11.00
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