DE:MCG / Mercury General Corporation - Kepemilikan Institusional - Pembeli

Mercury General Corporation
DE ˙ DB ˙ US5894001008
€ 67.00 ↑1.50 (2.29%)
2025-09-05
BAHAGING PRESYO
Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Mercury General Corporation meliputi Goldentree Asset Management Lp, WWICX - Westwood Income Opportunity Fund C Class Shares, FJ Capital Management LLC, QASCX - Federated MDT Small Cap Core Fund Class A Shares, ASGCX - Allspring Global Long/Short Equity Fund Class C, Concentric Capital Strategies, LP, WWSMX - Westwood Quality Smidcap Fund Ultra Shares, IMC-Chicago, LLC, NOSGX - Northern Small Cap Value Fund, FELV - Fidelity Enhanced Large Cap Value ETF, CVY - Invesco Zacks Multi-Asset Income ETF, QASGX - Federated MDT Small Cap Growth Fund Class A Shares, American National Bank, Transcend Wealth Collective, Llc, Buckingham Strategic Partners, Merit Financial Group, LLC, Brevan Howard Capital Management LP, WSML - iShares MSCI World Small-Cap ETF, BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A, dan WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio .

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
(%)
2025-08-12 13F MAI Capital Management 42 3
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 3,477 3.76 193 14.97
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 34,830 2.25 2,345 23.16
2025-07-25 13F Cwm, Llc 14,003 34.26 1
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 2,002 129
2025-08-07 13F Allworth Financial LP 635 25.49 43 55.56
2025-08-13 13F Northern Trust Corp 277,697 1.47 18,700 22.24
2025-08-18 13F/A Westwood Holdings Group Inc 560,670 14.03 37,756 37.37
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 1,181 12.48 76 35.71
2025-07-07 13F Versant Capital Management, Inc 203 6.84 14 30.00
2025-08-14 13F Horizon Investments, LLC 27,168 1,829
2025-07-28 NP VCSLX - Small Cap Index Fund 12,028 17.60 776 40.65
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 185 0
2025-08-14 13F Ameriprise Financial Inc 140,141 3.66 9,437 24.89
2025-08-14 13F Susquehanna International Group, Llp 108,149 66.22 7,283 100.28
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 5,855 6.69 324 18.68
2025-08-14 13F Dark Forest Capital Management Lp 41,911 13.35 2,822 36.59
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 610 14.45 41 41.38
2025-07-16 13F State of Alaska, Department of Revenue 15,825 7.42 1
2025-08-12 13F Nuveen, LLC 224,685 0.36 15,130 20.90
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 5,176 2.17 349 22.97
2025-08-14 13F Citadel Advisors Llc 65,366 89.29 4,402 128.03
2025-08-01 13F Bessemer Group Inc 158 110.67 0
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 22,378 45.06 1,240 32.20
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 31,616 1.64 2,129 22.50
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 4,436 0.50 299 21.14
2025-08-11 13F HighTower Advisors, LLC 3,538 238
2025-08-14 13F Tudor Investment Corp Et Al 29,639 1,996
2025-08-14 13F Sei Investments Co 157,893 37.91 10,633 66.13
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 5,206 18.67 289 32.11
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 724 25.26 49 50.00
2025-08-07 13F Illinois Municipal Retirement Fund 14,241 8.24 959 30.34
2025-07-16 13F American National Bank 4,500 303
2025-08-13 13F Federated Hermes, Inc. 56,161 1,737.13 3,782 2,124.12
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 12,435 0.17 837 20.78
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 88,720 3.49 5,974 24.67
2025-03-27 NP SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 419 109.50 21 53.85
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 926 3.70 62 26.53
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 3,963 5.29 267 26.67
2025-06-20 NP JSMD - Janus Henderson Small/Mid Cap Growth Alpha ETF 12,548 358.12 695 403.62
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 238,522 9.30 16,062 31.68
2025-08-12 13F Jpmorgan Chase & Co 162,648 79.12 10,953 115.80
2025-08-12 13F Rhumbline Advisers 77,847 5.02 5,242 26.53
2025-08-22 NP FELV - Fidelity Enhanced Large Cap Value ETF 7,174 483
2025-08-12 13F Legal & General Group Plc 86,321 4.07 5,813 25.37
2025-08-14 13F Lakewood Capital Management, Lp 158,218 61.09 10,654 94.06
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 111 6.73 6 20.00
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 13,055 18.28 879 42.69
2025-08-14 13F D. E. Shaw & Co., Inc. 3,600 242
2025-08-14 13F Bnp Paribas Arbitrage, Sa 85,566 55.73 5,762 87.63
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 9,483 11.53 526 24.11
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 109,350 1.36 7,051 21.20
2025-08-14 13F FJ Capital Management LLC 38,074 2,564
2025-07-24 13F Ronald Blue Trust, Inc. 867 3.71 58 26.09
2025-08-29 NP STXK - Strive Small-Cap ETF 842 3.44 57 24.44
2025-08-18 13F Wolverine Trading, Llc 14,827 27.08 979 49.47
2025-08-08 13F Vestcor Inc 1,360 0
2025-03-28 NP HAPS - Harbor Corporate Culture Small Cap ETF 7,496 2.70 374 -24.34
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 8,930 48.44 495 65.22
2025-06-26 NP DFUV - Dimensional US Marketwide Value ETF 17,378 3.52 963 15.19
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 134,793 9.90 8,691 31.40
2025-08-13 13F Jones Financial Companies Lllp 136 7.09 9 14.29
2025-08-12 13F Public Sector Pension Investment Board 90,522 7.38 6,096 29.35
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 12,149 4.16 673 15.83
2025-08-07 13F Los Angeles Capital Management Llc 14,035 27.36 945 53.41
2025-08-14 13F PenderFund Capital Management Ltd. 421 68.40 28 -81.94
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 137 1.48 9 28.57
2025-08-14 13F Price T Rowe Associates Inc /md/ 26,222 6.23 2 0.00
2025-08-14 13F Alliancebernstein L.p. 35,694 7.52 2,404 29.54
2025-06-26 NP FSMD - Fidelity Small-Mid Factor ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 34,168 153.21 1,894 181.70
2025-08-05 13F Bryce Point Capital, LLC 8,640 582
2025-08-14 13F/A Barclays Plc 137,659 9.27 9 28.57
2025-08-06 13F True Wealth Design, LLC 279 1.82 19 20.00
2025-06-30 NP CVY - Invesco Zacks Multi-Asset Income 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 6,997 388
2025-08-06 13F Cornerstone Investment Partners, LLC 3,500 236
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 38,757 10.60 2,499 32.29
2025-08-14 NP FLMFX - MUIRFIELD FUND Retail Class 341 23
2025-07-31 13F Quest Partners LLC 129 12,800.00 9
2025-08-14 13F Rubric Capital Management LP 2,054,504 12.77 138,350 35.85
2025-08-14 13F Fmr Llc 25,883 437.33 1,743 547.58
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 1,383 6.55 93 29.17
2025-08-07 13F Meeder Asset Management Inc 1,642 82.44 111 120.00
2025-06-24 NP QASCX - Federated MDT Small Cap Core Fund Class A Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 33,406 1,851
2025-03-28 NP GCSIX - Goldman Sachs Small Cap Equity Insights Fund Institutional 36,342 4.41 1,811 -23.07
2025-07-15 13F Fortitude Family Office, LLC 21 1
2025-08-13 13F Arrowstreet Capital, Limited Partnership 584,561 0.07 39,364 20.55
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 2,119 59.32 117 48.10
2025-08-08 13F SBI Securities Co., Ltd. 700 4.48 47 27.03
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 12,295 400.00 828 503.65
2025-06-26 NP DFSTX - U.s. Small Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 186,272 14.38 10,323 27.19
2025-08-26 NP Profunds - Profund Vp Small-cap Growth 610 2.35 41 24.24
2025-08-12 13F Prudential Financial Inc 63,899 27.90 4,303 54.08
2025-08-15 13F State of Tennessee, Treasury Department 13,753 109.75 926 153.01
2025-08-07 13F Parkside Financial Bank & Trust 28 180.00 2
2025-04-01 NP XSMO - Invesco S&P SmallCap 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 138,484 40.54 6,902 3.57
2025-07-09 13F Pallas Capital Advisors LLC 4,825 18.61 325 42.73
2025-07-28 NP HDG - ProShares Hedge Replication ETF 35 9.38 2 100.00
2025-05-15 13F Texas Permanent School Fund 37,219 2,063
2025-08-08 13F/A Sterling Capital Management LLC 837 105.15 56 154.55
2025-08-14 13F Group One Trading, L.p. 32,389 2,181
2025-08-12 13F American Century Companies Inc 470,905 16.14 31,711 39.91
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 272 60.00 15 87.50
2025-08-14 13F Ubs Asset Management Americas Inc 92,529 55.70 6,231 87.59
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 12 1
2025-06-24 NP QASGX - Federated MDT Small Cap Growth 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 4,888 271
2025-04-28 NP SIXS - 6 Meridian Small Cap Equity ETF 16,708 4.00 901 -28.94
2025-04-22 NP AFSM - First Trust Active Factor Small Cap ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,326 5.79 179 -27.82
2025-08-26 NP IAK - iShares U.S. Insurance ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 25,286 6.08 1,703 27.78
2025-08-26 NP Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF 262 18
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 4,350 13.67 293 37.09
2025-08-13 13F EverSource Wealth Advisors, LLC 1,209 194.16 81 268.18
2025-07-31 13F Buckingham Strategic Partners 3,416 230
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 11,519 47.70 776 78.16
2025-08-11 13F Principal Securities, Inc. 130 465.22 9 700.00
2025-08-14 13F Algert Global Llc 94,525 0.37 6 20.00
2025-07-22 13F Bay Harbor Wealth Management, LLC 5 66.67 0
2025-08-14 13F Brevan Howard Capital Management LP 3,086 208
2025-07-11 13F/A Umb Bank N A/mo 90 12.50 6 50.00
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 272,239 2.35 15,087 13.81
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 656 7.36 42 31.25
2025-08-14 13F Verition Fund Management LLC 37,757 1.86 2,543 22.68
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 3,062 8.93 170 20.71
2025-08-14 13F Hancock Whitney Corp 8,422 100.38 567 142.31
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 76 6
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 9,821 42.95 661 72.14
2025-06-25 NP WWSMX - Westwood Quality Smidcap Fund Ultra Shares 19,190 1,064
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 17,372 11.80 963 24.29
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 238,873 10.21 16,086 32.77
2025-06-30 NP SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF 316 18
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 66,437 2.64 3,682 14.10
2025-07-22 13F HFM Investment Advisors, LLC 5 150.00 0
2025-08-13 13F Kilter Group LLC 4 0
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 890,305 2.21 59,953 23.13
2025-08-12 13F LPL Financial LLC 7,150 1.63 481 22.39
2025-08-13 13F Arizona State Retirement System 8,082 1.76 544 22.80
2025-08-29 NP EZM - WisdomTree U.S. MidCap Fund N/A 14,915 3.19 1,004 24.41
2025-08-04 13F Assetmark, Inc 7 250.00 0
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 1,372 6.85 76 20.63
2025-03-25 NP FAD - First Trust Multi Cap Growth 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 4,386 0.97 219 -25.60
2025-08-14 13F Balyasny Asset Management Llc 3,123 210
2025-07-24 13F IFP Advisors, Inc 280 122.22 19 157.14
2025-08-06 13F Rialto Wealth Management, LLC 3 0
2025-08-12 13F Handelsbanken Fonder AB 3,358 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 7,600 68.89 512 103.59
2025-08-14 13F Occudo Quantitative Strategies Lp 4,788 322
2025-08-08 13F Islay Capital Management, Llc 15,705 1,058
2025-08-08 13F Atlantic Trust, LLC 8 1
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 1,857 43.62 103 59.38
2025-08-12 13F Proequities, Inc. 0 0
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 3,042 2.53 169 14.29
2025-08-08 13F Geode Capital Management, Llc 666,783 1.95 44,907 22.80
2025-08-01 13F Transcend Wealth Collective, Llc 3,751 253
2025-07-29 NP ISMD - Inspire Small/Mid Cap Impact ETF 6,334 11.91 408 33.77
2025-08-15 13F Concentric Capital Strategies, LP 20,225 1,362
2025-07-28 NP KBWP - Invesco KBW Property & Casualty Insurance 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 243,577 33.69 15,706 59.85
2025-08-11 13F Royce & Associates Lp 28,354 32.12 1,909 59.22
2025-03-27 NP WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio 651 32
2025-08-05 13F NewSquare Capital LLC 13 1
2025-08-06 13F Convergence Financial, LLC 8,354 101.16 563 142.24
2025-08-14 13F Wells Fargo & Company/mn 24,859 0.70 1,674 21.39
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 6,826 7.29 460 29.30
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 6,166 8.27 415 30.50
2025-07-22 NP FSCC - Federated Hermes MDT Small Cap Core ETF 773 436.81 50 600.00
2025-06-25 NP WWICX - Westwood Income Opportunity Fund C Class Shares 73,702 4,085
2025-08-26 NP JMEE - JPMorgan Market Expansion Enhanced Equity ETF 10,671 39.75 719 82.23
2025-07-24 13F Jfs Wealth Advisors, Llc 53 1.92 4 50.00
2025-08-13 13F Walleye Trading LLC Call 11,000 54.93 741 86.87
2025-08-28 NP VLU - SPDR S&P 1500 Value Tilt ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,048 7.60 71 29.63
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 19,550 0.11 1,316 20.62
2025-07-28 NP AVUV - Avantis U.S. Small Cap Value ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 391,896 18.66 25,269 41.87
2025-08-13 13F Walleye Trading LLC Put 21,100 1,306.67 1,421 1,610.84
2025-08-14 13F Mariner, LLC 23,982 15.11 1,615 38.66
2025-08-12 13F Steward Partners Investment Advisory, Llc 11,725 451.76 790 568.64
2025-03-27 NP ASGCX - Allspring Global Long/Short Equity Fund Class C 26,547 1,323
2025-05-22 NP IPSIX - Voya Index Plus SmallCap Portfolio Class I 27,906 56.11 1,560 31.23
2025-07-24 13F Blair William & Co/il 3,251 219
2025-08-13 13F Cerity Partners LLC 7,969 537
2025-08-14 13F DG Capital Management, LLC 608,585 3.97 40,982 25.24
2025-08-14 13F DG Capital Management, LLC Call 380,200 10.81 25,603 33.49
2025-08-28 NP CPAI - Counterpoint Quantitative Equity ETF 28,899 121.08 1,946 180.40
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 7 0
2025-08-08 13F Hartland & Co., LLC 5 0
2025-08-12 13F XTX Topco Ltd 6,776 456
2025-08-26 NP Profunds - Profund Vp Small-cap 62 3.33 4 33.33
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 2,488 12.53 168 35.77
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 12,207 8.12 677 20.28
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 9,387 3.01 632 24.17
2025-07-22 13F Merit Financial Group, LLC 3,407 229
2025-08-12 13F O'shaughnessy Asset Management, Llc 26,119 277.99 1,759 355.44
2025-08-13 13F Panagora Asset Management Inc 29,749 0.14 2,003 20.66
2025-08-12 13F Jefferies Financial Group Inc. 57,373 231.71 3,863 299.90
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 13,394 36.10 742 51.43
2025-08-15 NP Royce Value Trust Inc 26,467 36.31 1,782 64.24
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 7,088 4.91 477 26.53
2025-08-26 NP FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF 1,771 8.78 119 30.77
2025-08-28 NP CPAEX - Counterpoint Tactical Equity Fund Class A Shares 11,100 176.39 747 196.43
2025-07-29 NP EBI - Longview Advantage ETF 2,228 3,128.99 144 4,666.67
2025-08-04 13F Hantz Financial Services, Inc. 4 0
2025-08-14 13F Comerica Bank 12,129 0.03 817 20.53
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 29,446 15.78 1,983 39.48
2025-08-26 13F/A Thrivent Financial For Lutherans 19,550 0.11 1 0.00
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 8,791 0.35 592 20.86
2025-07-25 13F Yousif Capital Management, Llc 9,873 0.04 665 20.51
2025-06-26 NP SMMV - iShares Edge MSCI Min Vol USA Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 14,597 2.76 809 14.29
2025-07-14 13F Counterpoint Mutual Funds LLC 39,999 2,694
2025-08-14 13F State Of Wisconsin Investment Board 45,811 425.42 3,085 533.26
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 1,124 76
2025-08-12 13F NDVR, Inc. 3,583 241
2025-08-14 13F Goldentree Asset Management Lp 162,718 10,935
2025-06-26 NP TSMOX - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 75,260 209.00 4,171 175.07
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 65,636 1.19 3,638 12.53
2025-06-26 NP SMLF - iShares Edge MSCI Multifactor USA Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 18,175 39.76 1,007 55.40
2025-08-14 13F Raymond James Financial Inc 56,438 164.43 3,801 218.52
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 891 3.85 60 25.53
2025-08-14 13F Aqr Capital Management Llc 346,343 1.86 22,917 20.57
2025-08-27 NP TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund Short -9,900 -21.24 -667 -5.13
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 3,856 9.98 260 32.82
2025-08-14 13F Ieq Capital, Llc 50,020 60.69 3,368 93.56
2025-05-05 13F Lindbrook Capital, Llc 260 3.17 15 -12.50
2025-03-25 NP FYC - First Trust Small Cap Growth 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 44,658 27.46 2,226 -6.08
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 7,834 1.48 434 13.02
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 1,875 6.05 126 28.57
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 11,663 22.07 752 46.02
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 68,832 8.28 4,438 29.46
2025-06-27 NP RSSL - Global X Russell 2000 ETF 16,243 6.50 900 18.42
2025-08-27 NP RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 992 28.00 67 53.49
2025-06-25 NP WQAUX - Westwood Quality AllCap Fund Ultra Shares 7,335 69.63 407 88.84
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 19,773 3.99 1,096 15.63
2025-08-14 13F Jacobs Levy Equity Management, Inc 377,109 38.57 25,395 66.92
2025-08-14 13F Federation des caisses Desjardins du Quebec 245 22.50 16 45.45
2025-08-27 NP PIBAX - PGIM BALANCED FUND Class A 1,400 180.00 94 184.85
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 20,200 3.06 1,360 24.20
2025-07-24 NP HSMNX - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 26,184 14.51 1,688 36.90
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 11,503 43.79 637 33.26
2025-08-14 13F Capstone Investment Advisors, Llc 4,757 320
2025-07-08 13F Nbc Securities, Inc. 29 0
2025-04-28 NP SIXL - 6 Meridian Low Beta Equity Strategy ETF 12,434 4.62 671 -28.57
2025-08-26 NP NOSGX - Northern Small Cap Value Fund 11,023 742
2025-08-14 NP FLSPX - SPECTRUM FUND Retail Class 1,301 44.56 88 74.00
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 5,086 7.07 342 29.06
2025-06-27 NP VAMO - Cambria Value and Momentum ETF 7,963 0.10 441 11.36
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 2,067 1.87 116 -14.18
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 322,045 4.12 17,848 15.78
2025-07-22 13F IMC-Chicago, LLC 13,435 905
2025-08-12 13F Franklin Resources Inc 5,233 3.03 352 24.38
2025-09-04 13F/A Advisor Group Holdings, Inc. 1,330 0.38 90 20.27
2025-08-14 13F Quarry LP 553 1,052.08 37 1,750.00
2025-08-29 NP MFUS - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 667 8.81 45 29.41
Other Listings
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