DE:FM5 / First Merchants Corporation - Kepemilikan Institusional - Pembeli

First Merchants Corporation
DE ˙ BST ˙ US3208171096
€ 35.40 ↑0.20 (0.57%)
2025-09-05
BAHAGING PRESYO
Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di First Merchants Corporation meliputi Glenmede Investment Management, LP, GTCSX - Small Cap Equity Portfolio Advisor, GSATX - Goldman Sachs Small Cap Value Insights Fund Class A, IWO - iShares Russell 2000 Growth ETF, CIBC World Markets Inc., Weiss Asset Management LP, SDVD - FT Vest SMID Rising Dividend Achievers Target Income ETF, Elo Mutual Pension Insurance Co, DRW Securities, LLC, Quantinno Capital Management LP, Aster Capital Management (DIFC) Ltd, Walleye Capital LLC, GCSIX - Goldman Sachs Small Cap Equity Insights Fund Institutional, Wealth Enhancement Advisory Services, Llc, Colony Group, LLC, Cerity Partners LLC, WSML - iShares MSCI World Small-Cap ETF, LONAX - Longboard Alternative Growth Fund Class A, FECGX - Fidelity Small Cap Growth Index Fund, dan EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB .

Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)		 Saham Δ Saham
(%)		 Dilaporkan
Nilai
($1000)		 Nilai Δ
(%)		 Alokasi Port
(%)
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 10,990 18.75 392 -4.87
2025-08-14 13F Ubs Asset Management Americas Inc 192,563 45.02 7,375 37.36
2025-07-24 13F Trust Co Of Toledo Na /oh/ 321 12
2025-07-31 13F Nisa Investment Advisors, Llc 504 60.51 19 58.33
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 503 7.25 19 -10.00
2025-08-13 13F Federated Hermes, Inc. 462 13.24 18 6.25
2025-08-15 13F Earnest Partners Llc 2,571,917 0.38 98,504 -4.93
2025-08-29 NP STXK - Strive Small-Cap ETF 1,819 3.59 70 -2.82
2025-07-28 NP HDG - ProShares Hedge Replication ETF 77 11.59 3 -33.33
2025-08-27 NP Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 32,807 0.74 1,257 -4.56
2025-07-30 13F Denali Advisors Llc 174,384 8.73 6,679 2.98
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 2,590 163.48 99 153.85
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 10 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 573 22
2025-08-06 13F Savant Capital, LLC 10,476 64.72 401 56.03
2025-08-08 13F/A Sterling Capital Management LLC 1,500 49.11 57 42.50
2025-06-25 NP GSATX - Goldman Sachs Small Cap Value Insights Fund Class A 63,535 2,264
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 11,465 5.32 409 -15.53
2025-08-14 13F California State Teachers Retirement System 54,058 0.78 2,070 -4.56
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 44,268 3.75 1,695 -1.74
2025-08-08 13F Creative Planning 48,932 15.26 1,874 9.14
2025-08-14 13F Schonfeld Strategic Advisors LLC 15,714 602
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial 45,600 0.44 1,746 -4.85
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 590,362 2.72 21,041 -17.62
2025-08-14 13F CIBC World Markets Inc. 29,623 1,135
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 321,000 0.51 12,102 -13.49
2025-06-27 NP RSSL - Global X Russell 2000 ETF 35,439 6.67 1,263 -14.43
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 4,867 7.87 186 2.20
2025-08-11 13F Covestor Ltd 496 83.03 0
2025-08-05 13F Westside Investment Management, Inc. 195 8
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 238 1.28 8 -20.00
2025-06-25 NP ISCB - iShares Morningstar Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,953 3.80 105 -16.67
2025-08-14 13F EJF Capital LLC 11,884 2.62 455 -2.78
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 7,773 0.22 293 -13.57
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 4,459 168
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 2,648 10.10 100 -5.71
2025-08-08 13F Pnc Financial Services Group, Inc. 24,650 0.31 944 -4.93
2025-08-26 NP Profunds - Profund Vp Small-cap 133 1.53 5 0.00
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 987 5.34 38 0.00
2025-08-13 13F New York State Common Retirement Fund 105,063 3.65 4 0.00
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 11,197 5.55 429 0.00
2025-05-22 NP SDVY - First Trust SMID Cap Rising Dividend Achievers 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 465,324 15,918.04 18,818 24,659.21
2025-08-13 13F Mount Yale Investment Advisors, LLC 6,274 240
2025-08-06 13F True Wealth Design, LLC 152 7,500.00 6
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 117 4
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 355 1.72 13 -20.00
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 7,591 3.56 291 -2.03
2025-06-25 NP SDVD - FT Vest SMID Rising Dividend Achievers Target Income ETF 25,154 896
2025-08-13 13F Norges Bank 41,425 1,587
2025-08-13 13F Edgestream Partners, L.P. 159,491 6,109
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 11,303 18.69 403 -4.96
2025-08-12 13F American Century Companies Inc 1,127,423 2.54 43,180 -2.88
2025-08-14 13F Point72 Asia (Singapore) Pte. Ltd. 478 63.14 18 63.64
2025-06-05 NP GTCSX - Small Cap Equity Portfolio Advisor 281,540 10,034
2025-07-29 13F Nordea Investment Management Ab 135,789 0.34 5,227 -4.30
2025-08-20 NP ASMOX - AQR Small Cap Momentum Style Fund Class I 2,598 100
2025-08-04 13F Strs Ohio 183,252 0.94 7,019 -4.40
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 120,826 11.23 4,555 -4.25
2025-08-13 13F Walleye Capital LLC 7,922 303
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 1,776 163.89 68 151.85
2025-08-14 13F DRW Securities, LLC 9,837 377
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 26,996 0.42 1,034 -4.97
2025-08-13 13F Cerity Partners LLC 5,295 203
2025-08-26 NP Profunds - Profund Vp Banks 792 8.05 30 3.45
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 17,102 30.41 610 4.64
2025-08-29 NP BSVO - EA Bridgeway Omni Small-Cap Value ETF 221,215 14.35 8,473 8.30
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 228,210 5.74 8,133 -15.19
2025-07-24 13F CWM Advisors, LLC 10,364 22.32 397 15.79
2025-08-14 13F UBS Group AG 154,359 42.99 5,912 35.42
2025-08-13 13F Arrowstreet Capital, Limited Partnership 58,011 2,222
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 20,682 11.55 737 -10.45
2025-08-14 13F Susquehanna International Group, Llp 155,383 6.74 5,951 1.10
2025-08-14 13F Two Sigma Advisers, Lp 33,474 25.97 1,282 19.37
2025-08-07 13F Allworth Financial LP 2,821 0.21 108 5.88
2025-05-07 13F Spectrum Wealth Counsel, LLC 1,380 56
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 13,165 5.79 504 0.20
2025-08-28 NP ITOT - iShares Core S&P Total U.S. Stock Market ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 70,115 2.62 2,685 -2.79
2025-08-21 13F Pathway Financial Advisers, LLC 5,808 1.01 222 -4.31
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 3 0
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 343 0
2025-06-26 NP THMAX - Thrivent Moderate Allocation Fund Class A 2,975 3.33 106 -16.54
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 82 1.23 3 0.00
2025-08-14 13F Wells Fargo & Company/mn 207,239 4.83 7,937 -0.71
2025-08-12 13F Rhumbline Advisers 92,809 3.36 3,555 -2.12
2025-08-14 13F Glenmede Investment Management, LP 302,302 11,578
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 2,823 4,310.94 101 4,900.00
2025-08-13 13F Victory Capital Management Inc 873,773 2.18 33,466 -3.23
2025-07-11 13F Wedge Capital Management L L P/nc 29,082 9.80 1,114 3.92
2025-08-13 13F Centiva Capital, LP 12,081 52.15 463 43.93
2025-08-12 13F CIBC Private Wealth Group, LLC 1,214 22.13 46 31.43
2025-07-29 NP EBI - Longview Advantage ETF 525 1,919.23 20 1,800.00
2025-08-14 13F Bnp Paribas Arbitrage, Sa 9,065 167.88 347 155.15
2025-08-08 13F SBI Securities Co., Ltd. 5 25.00 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 17,560 2.43 626 -17.87
2025-07-29 13F Chicago Partners Investment Group LLC 23,902 1.07 986 12.06
2025-08-25 NP AIRR - First Trust RBA American Industrial Renaissance(TM) 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 589,088 28.82 22,562 22.01
2025-08-14 13F Quantinno Capital Management LP 8,882 340
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 1,572 25.66 60 20.00
2025-08-28 NP TPSC - Timothy Plan US Small Cap Core ETF 12,234 1.52 469 -3.90
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 2,235 163.87 86 150.00
2025-07-23 13F Klp Kapitalforvaltning As 12,500 12.61 479 6.70
2025-08-14 13F Hrt Financial Lp 27,300 1
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 1,173 1.03 45 -4.35
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 93,437 17.79 3,579 11.57
2025-08-14 13F Oberweis Asset Management Inc/ 196,000 9.87 7,507 4.05
2025-07-31 13F Quest Partners LLC 52,816 431.03 2,023 402.99
2025-08-28 NP QCSTRX - Stock Account Class R1 403,173 846.84 15,442 797.21
2025-08-28 NP IWO - iShares Russell 2000 Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 31,353 1,201
2025-05-15 13F Glenmede Trust Co Na 311,118 12,582
2025-08-14 13F Tudor Investment Corp Et Al 44,570 1,707
2025-08-14 13F Balyasny Asset Management Llc 17,976 688
2025-08-13 13F Natixis Advisors, L.p. 22,628 1
2025-08-08 13F Cetera Investment Advisers 6,804 2.42 261 -2.99
2025-08-14 13F Rafferty Asset Management, LLC 43,106 21.13 1,651 14.66
2025-08-14 13F Royal Bank Of Canada 14,009 3.80 536 -1.65
2025-07-24 13F IFP Advisors, Inc 218 8
2025-08-12 13F Legal & General Group Plc 64,350 0.78 2,465 -4.57
2025-08-14 13F Bank Of America Corp /de/ 209,544 3.66 8,026 -1.82
2025-08-27 13F/A Brinker Capital Investments, LLC 6,489 10.92 249 5.08
2025-08-28 NP CBHAX - Victory Market Neutral Income Fund Class A 115,454 13.56 4,422 7.54
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 8,539 5.76 327 0.31
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 144,697 2.85 5,157 -17.51
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 443 8.05 18 6.25
2025-08-13 13F Marshall Wace, Llp 56,654 886.66 2,170 834.91
2025-08-14 13F D. E. Shaw & Co., Inc. 63,496 2,432
2025-08-14 13F Bridgeway Capital Management Inc 397,123 7.61 15,210 1.91
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 402,174 1.76 14,333 -18.39
2025-07-24 13F Ronald Blue Trust, Inc. 1,784 98.44 68 88.89
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 41,970 1,607
2025-08-26 NP JDSCX - JPMorgan Small Cap Blend Fund Class I 212,474 5.53 8,138 -0.06
2025-08-08 13F Hartland & Co., LLC 5,688 4.41 218 -1.36
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 612 11.88 25 14.29
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 4,359 54.30 155 24.00
2025-07-29 NP LONAX - Longboard Alternative Growth Fund Class A 4,265 161
2025-08-14 13F Aster Capital Management (DIFC) Ltd 7,962 305
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 8,950 0.82 343 -4.47
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 6,628 2.57 236 -17.77
2025-07-25 13F Cwm, Llc 6,070 30.01 0
2025-08-26 13F/A Thrivent Financial For Lutherans 36,065 26.22 1 0.00
2025-08-14 13F Weiss Asset Management LP 28,133 1,077
2025-08-13 13F Jones Financial Companies Lllp 30,010 21.51 1,160 16.25
2025-08-13 13F ExodusPoint Capital Management, LP 9,493 0
2025-08-25 NP LVHD - Legg Mason Low Volatility High Dividend ETF 9,904 4.76 379 -0.79
2025-08-28 NP KRE - SPDR(R) S&P Regional Banking(SM) 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 315,735 11.12 12,093 5.24
2025-07-08 13F Atlas Brown,Inc. 12,589 96.55 482 86.10
2025-08-13 13F Ceredex Value Advisors LLC 345,600 1.41 13,236 -3.95
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 298 1.36 11 0.00
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 4,115 4.60 158 -1.26
2025-08-06 13F Rialto Wealth Management, LLC 4 0
2025-07-31 13F MQS Management LLC 6,130 235
2025-08-15 13F Tower Research Capital LLC (TRC) 9,785 178.77 375 165.25
2025-08-29 NP DHS - WisdomTree U.S. High Dividend Fund N/A 34,419 2.00 1,318 -3.37
2025-08-14 13F/A Barclays Plc 131,416 45.51 5 66.67
2025-08-08 13F Geode Capital Management, Llc 1,430,289 0.07 54,787 -5.24
2025-08-12 13F SRS Capital Advisors, Inc. 29 224
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 12,676 15.18 478 -1.04
2025-08-13 13F Quantbot Technologies LP 15,098 578
2025-06-26 NP SCUVX - Hartford Schroders US Small Cap Opportunities Fund Class A 60,138 9.32 2,143 -12.32
2025-08-15 13F Great West Life Assurance Co /can/ 10,182 10.27 0
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 6,405 261
2025-08-11 13F Inspire Advisors, LLC 71,779 2,749
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 7,262 19.62 274 3.02
2025-08-12 13F Inceptionr Llc 12,965 497
2025-08-22 NP FESM - Fidelity Enhanced Small Cap ETF 172,570 4.94 6,609 -0.62
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-14 13F Millennium Management Llc 88,431 801.81 3,387 755.05
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Proequities, Inc. 0 0
2025-08-08 13F Larson Financial Group LLC 3,009 2.84 115 -2.54
2025-07-24 NP ONEQ - Fidelity Nasdaq Composite Index Tracking Stock This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 18,358 0.49 692 -13.50
2025-08-11 13F Rothschild Investment Llc 165 57.14 6 50.00
2025-08-06 13F Phocas Financial Corp. 266,578 0.02 10,210 -5.28
2025-08-22 NP FECGX - Fidelity Small Cap Growth Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,073 79
2025-07-17 13F Venture Visionary Partners LLC 13,535 0.04 518 -5.30
2025-08-13 13F Systematic Financial Management Lp 760,551 2.03 29,129 -3.37
2025-08-26 NP MDIV - Multi-Asset Diversified Income 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 36,833 1,411
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 21,446 2.80 764 -17.58
2025-07-24 13F Jfs Wealth Advisors, Llc 42 5.00 2 0.00
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 3,107 6.37 119 0.00
2025-05-27 NP FEAC - Fidelity Enhanced U.S. All-Cap Equity ETF 54 10.20 2 100.00
2025-08-14 13F Ameriprise Financial Inc 67,748 1.51 2,595 -3.85
2025-08-14 13F State Street Corp 2,005,625 0.35 76,815 -4.96
2025-08-25 NP PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 22,400 8.74 858 2.88
2025-08-12 13F Pathstone Holdings, LLC 14,876 3.11 570 -2.40
2025-08-12 13F Nuveen, LLC 916,637 51.16 35,107 43.17
2025-08-14 13F Voya Investment Management Llc 16,203 1.13 621 -4.17
2025-08-28 NP OBSOX - Oberweis Small-Cap Opportunities Fund Investor Class 196,000 9.87 7,507 4.05
2025-07-28 NP VCSLX - Small Cap Index Fund 24,793 11.30 935 -4.21
2025-07-24 13F Us Bancorp \de\ 16,960 0.04 650 -5.26
2025-08-14 13F Colony Group, LLC 6,390 245
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 231,439 6.31 8,864 0.68
2025-08-14 13F Point72 (DIFC) Ltd 1,381 475.42 53 477.78
2025-06-25 NP GCSIX - Goldman Sachs Small Cap Equity Insights Fund Institutional 7,757 276
2025-08-12 13F MAI Capital Management 1,341 18.57 51 13.33
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 1,818,169 0.95 69,636 -4.39
2025-06-26 NP TMAAX - Thrivent Moderately Aggressive Allocation Fund Class A 4,799 8.89 171 -12.31
2025-08-11 13F Empowered Funds, LLC 223,342 14.41 8,554 8.35
2025-08-11 13F HighTower Advisors, LLC 6,532 0.23 250 -4.94
2025-07-25 13F Hemington Wealth Management 66 1.54 0
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 16,134 8.19 618 2.32
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 26,785 1.08 955 -18.95
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 1,303 8.76 49 -5.77
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 5,470 11.86 210 6.09
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 1,967 89.86 75 82.93
2025-08-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 40,824 27.22 1,564 20.51
2025-07-22 13F Bay Harbor Wealth Management, LLC 5 66.67 0
2025-08-13 13F Pictet Asset Management Holding SA 9,978 11.36 382 5.52
2025-08-12 13F Elo Mutual Pension Insurance Co 15,638 599
2025-08-13 13F Arizona State Retirement System 17,060 1.58 653 -3.83
2025-07-29 NP VFMFX - Vanguard U.S. Multifactor Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,527 35.41 246 16.59
2025-08-13 13F EverSource Wealth Advisors, LLC 771 361.68 30 383.33
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 7,351 163.57 282 150.89
2025-08-12 13F Clear Street Markets Llc 832 715.69 32 675.00
2025-08-12 13F LPL Financial LLC 14,019 1.22 537 -4.29
2025-07-22 13F HFM Investment Advisors, LLC 3 50.00 0
2025-08-26 NP JPSV - JPMorgan Active Small Cap Value ETF 6,720 18.48 257 12.23
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 292,645 9.48 11,033 -5.77
2025-08-26 NP QABA - First Trust NASDAQ ABA Community Bank Index Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 37,210 5.90 1,425 0.35
2025-08-14 13F Brevan Howard Capital Management LP 14,226 5.58 545 0.00
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 13,731 31.64 518 13.38
2025-08-14 13F Qube Research & Technologies Ltd 261,904 169.34 10,031 155.09
2025-06-26 NP TCAAX - Thrivent Moderately Conservative Allocation Fund Class A 472 3.06 17 -20.00
2025-06-23 NP PSBMX - SmallCap Fund (fka SmallCap Blend Fund) R-3 290,900 6.99 10,368 -14.20
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 83,655 8.85 3,154 -6.33
2025-08-13 13F Guggenheim Capital Llc 40,423 36.65 1,548 29.43
2025-06-26 NP AALGX - Thrivent Global Stock Fund Class A 3,223 3.30 115 -17.39
2025-07-15 13F Fortitude Family Office, LLC 16 1
2025-08-05 13F BCGM Wealth Management, LLC 22,674 0.03 868 -5.24
2025-08-14 13F Aquatic Capital Management LLC 2,751 105
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 7,024 163.96 269 151.40
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 7,047 270
2025-08-14 13F Two Sigma Investments, Lp 55,243 19.71 2,116 13.34
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 33,666 0.15 1,269 -13.79
2025-08-14 13F Aqr Capital Management Llc 163,691 37.96 6,269 30.66
2025-06-25 NP FNCL - Fidelity MSCI Financials Index ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 16,909 0.48 603 -19.41
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 100,294 0.91 3,841 -4.43
2025-05-22 NP ROSC - Hartford Multifactor Small Cap ETF 1,686 0.42 68 3.03
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 68,915 1.61 2,639 -3.76
2025-08-04 13F Waterfront Wealth Inc. 27,412 1.00 1,050 -4.38
2025-08-14 13F Price T Rowe Associates Inc /md/ 63,726 5.39 2 0.00
2025-08-14 13F Ieq Capital, Llc 25,572 86.74 979 77.03
2025-06-26 NP TAAAX - Thrivent Aggressive Allocation Fund Class A 2,694 8.72 96 -12.73
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 12,819 9.39 457 -12.31
2025-08-14 13F Hotchkis & Wiley Capital Management Llc 91,358 11.43 3,499 5.55
Other Listings
US:FRME US$ 41.01
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