ULI Kepemilikan Institusional, Pembeli - United States Lime & Minerals, Inc.

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di United States Lime & Minerals, Inc. meliputi SDVY - First Trust SMID Cap Rising Dividend Achievers ETF, Royce Value Trust Inc, PENNX - Royce Pennsylvania Mutual Fund Investment Class, CBOE Vest Financial, LLC, VT - Vanguard Total World Stock Index Fund ETF Shares, BDSIX - BlackRock Advantage Small Cap Core Fund Institutional Shares, PAEAX - Putnam Dynamic Asset Allocation Growth Fund Class A shares, Axq Capital, Lp, PABAX - Putnam Dynamic Asset Allocation Balanced Fund Class A shares, Cannon Global Investment Management, LLC, SkyOak Wealth, LLC, ESGV - Vanguard ESG U.S. Stock ETF ETF Shares, Mariner, LLC, DRW Securities, LLC, Susquehanna International Group, Llp, VQNPX - Vanguard Growth and Income Fund Investor Shares, WSML - iShares MSCI World Small-Cap ETF, Amica Mutual Insurance Co, PACAX - Putnam Dynamic Asset Allocation Conservative Fund Class A shares, dan GENIX - Gotham Enhanced Return Fund Institutional Class .

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	Saham	Δ Saham (%)	Dilaporkan Nilai ($1000)	Nilai Δ (%)
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		1,515	20.81	142	2.17
2025-08-22	NP	VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class		544	5.63	54	20.00
2025-07-11	13F	Farther Finance Advisors, LLC		208	26.06	21	33.33
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		26,116	2.49	2,442	-13.31
2025-08-26	NP	VVICX - Voya VACS Index Series SC Portfolio		772	8.43	77	24.19
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		14,320	1.82	1,429	15.06
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		50,013	23.96	4,991	40.00
2025-08-25	NP	GONIX - Gotham Neutral Fund Institutional Class		500	42.45	50	58.06
2025-08-13	13F	Hsbc Holdings Plc		9,716	59.10	968	80.26
2025-08-26	NP	Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF		164		16
2025-06-26	NP	KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares		44	7.32	4	0.00
2025-06-24	NP	Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF		68	13.33	6	0.00
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		57,256	0.44	5,885	10.00
2025-08-22	NP	FEAC - Fidelity Enhanced U.S. All-Cap Equity ETF		25	78.57	2	100.00
2025-07-25	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		1,857	0.81	191	10.47
2025-08-14	13F	Point72 Asia (Singapore) Pte. Ltd.		119		12
2025-08-12	13F	Axq Capital, Lp		2,731		273
2025-06-26	NP	AABFX - Thrivent Balanced Income Plus Fund Class A		364	4.60	34	-10.53
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		7,323	11.94	731	26.30
2025-08-08	13F	Larson Financial Group LLC		9		1
2025-08-12	13F	Charles Schwab Investment Management Inc		102,360	1.88	10,216	15.05
2025-08-29	NP	JAEWX - Small Cap Index Trust NAV		2,130	4.72	213	18.44
2025-08-14	13F	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main		23,506	186.66	2,346	223.90
2025-08-26	NP	FSGS - Small Cap US Equity Select 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		2,883	14.72	288	29.28
2025-05-29	NP	PABAX - Putnam Dynamic Asset Allocation Balanced Fund Class A shares		2,609		231
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		3,028	3.77	283	-12.11
2025-08-11	13F	EntryPoint Capital, LLC		5,389		538
2025-08-14	13F	Ubs Asset Management Americas Inc		28,445	58.60	2,839	79.05
2025-08-26	NP	EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB		1,780	7.62	178	21.23
2025-06-26	NP	TAAAX - Thrivent Aggressive Allocation Fund Class A		2,490	4.27	233	-12.12
2025-08-26	NP	SCRSX - Small Cap Core Portfolio SCB Class		24,520	16.37	2,447	31.42
2025-08-07	13F	Amica Mutual Insurance Co		670		0
2025-08-13	13F	Arizona State Retirement System		3,310	1.10	330	14.19
2025-08-13	13F	ExodusPoint Capital Management, LP		20,443	196.49	2
2025-08-14	13F	Goldman Sachs Group Inc		296,481	1.02	29,589	14.07
2025-06-27	NP	OSCV - Opus Small Cap Value ETF		38,638	12.68	3,613	-4.70
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		9,635	69.12	962	91.05
2025-08-14	13F	Alliancebernstein L.p.		36,040	13.01	3,597	27.61
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		83,405	39.16	7,799	17.69
2025-08-12	13F	Diamond Hill Capital Management Inc		65,528	18.99	6,540	34.35
2025-09-04	13F/A	Advisor Group Holdings, Inc.		939	69.49	94	93.75
2025-08-13	13F	Jones Financial Companies Lllp		1,203	2.47	119	13.46
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		1,998	17.25	187	-1.06
2025-08-11	13F	Covestor Ltd		2,143	18.99	0
2025-07-10	13F	Wealth Enhancement Advisory Services, Llc		4,022	14.00	422	35.37
2025-08-22	NP	FESM - Fidelity Enhanced Small Cap ETF		37,473	4.94	3,740	18.51
2025-06-26	NP	DFAC - Dimensional U.S. Core Equity 2 ETF		49,159	9.10	4,597	-7.75
2025-07-25	NP	WSML - iShares MSCI World Small-Cap ETF		827		85
2025-08-26	NP	Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF		155	5.44	15	25.00
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		4,850	2.28	454	-13.55
2025-08-07	13F	Amica Retiree Medical Trust		65		0
2025-08-12	13F	XTX Topco Ltd		8,914	16.43	890	31.51
2025-08-29	NP	JAFVX - Strategic Equity Allocation Trust Series NAV		1,652	8.76	165	22.39
2025-08-14	13F/A	Barclays Plc		30,424	45.75	3	200.00
2025-08-13	13F	Cerity Partners LLC		2,655	10.03	265	23.94
2025-07-22	13F	HFM Investment Advisors, LLC		1		0
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		8,436		789
2025-05-28	NP	THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A		125	0.81	11	-31.25
2025-08-05	13F	Bank of New York Mellon Corp		55,625	7.34	5,551	21.20
2025-08-27	NP	HWAY - Themes US Infrastructure ETF		9	80.00	1
2025-08-14	13F	Select Equity Group, L.P.		356,190	4.83	35,548	18.37
2025-08-29	NP	QSML - WisdomTree U.S. SmallCap Quality Growth Fund		309	20.23	31	20.00
2025-08-13	13F	EverSource Wealth Advisors, LLC		119	11,800.00	12
2025-08-14	13F	UBS Group AG		35,012	151.23	3,494	183.83
2025-07-24	13F	IFP Advisors, Inc		23	666.67	2
2025-08-12	13F	Deutsche Bank Ag\		40,435	51.09	4,035	70.61
2025-08-27	NP	OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio		2,231	91.67	223	117.65
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		900		90
2025-08-12	13F	Handelsbanken Fonder AB		3,000		0
2025-08-14	13F	Engineers Gate Manager LP		4,985	18.78	498	34.32
2025-08-01	13F	Y-Intercept (Hong Kong) Ltd		10,720		1,070
2025-07-15	13F	Fortitude Family Office, LLC		4		0
2025-06-24	NP	BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF		3,829	11.24	358	-5.79
2025-08-29	NP	STXK - Strive Small-Cap ETF		316	2.27	32	14.81
2025-07-31	13F	Nisa Investment Advisors, Llc		164	177.97	16	220.00
2025-06-27	NP	SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1		1,197	2.57	112	-13.95
2025-08-07	13F	Parkside Financial Bank & Trust		5		0
2025-08-26	NP	EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB		12,613	4.10	1,259	17.57
2025-08-22	NP	DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A		1,662	3.68	166	17.02
2025-08-29	NP	DHSCX - Diamond Hill Small Cap Fund Class A		58,494	17.96	5,838	33.20
2025-08-14	13F	Nebula Research & Development LLC		10,042	22.33	1,002	38.21
2025-07-14	13F	GAMMA Investing LLC		188	100.00	19	125.00
2025-08-26	NP	NSIDX - Northern Small Cap Index Fund		5,004	3.65	499	17.14
2025-08-20	NP	NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II		2,050	10.27	205	24.39
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		529	4.13	49	-12.50
2025-06-27	NP	RSSL - Global X Russell 2000 ETF		6,366	6.10	595	-10.26
2025-07-25	13F	Sequoia Financial Advisors, LLC		2,877	0.07	287	12.99
2025-08-14	13F	Lazard Asset Management Llc		74,077	63.12	7	75.00
2025-08-14	13F	Aqr Capital Management Llc		53,332	37.49	5,323	55.25
2025-07-07	13F	Thurston, Springer, Miller, Herd & Titak, Inc.		13,603	28.41	1,358	44.98
2025-06-26	NP	TMAAX - Thrivent Moderately Aggressive Allocation Fund Class A		1,892	4.30	177	-12.00
2025-08-11	13F	Alps Advisors Inc		3,909	1.22	390	14.37
2025-08-22	NP	VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class		235	9.81	23	27.78
2025-08-26	NP	QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series		18,153	2.28	1,812	15.50
2025-08-26	NP	MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio		6,387	42.57	637	61.27
2025-05-28	NP	AAHYX - Thrivent Diversified Income Plus Fund Class A		390	1.04	34	-33.33
2025-08-14	13F	Algert Global Llc		82,134	35.53	8	60.00
2025-08-29	NP	JAFEX - Total Stock Market Index Trust NAV		495	7.61	49	22.50
2025-08-12	13F	MAI Capital Management		5		0
2025-08-14	13F	Tudor Investment Corp Et Al		66,316	7.77	6,618	21.70
2025-08-08	13F/A	Sterling Capital Management LLC		25	127.27	2
2025-08-12	13F	Legal & General Group Plc		11,621	0.59	1,160	13.52
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		27,577	5.08	2,834	15.11
2025-06-26	NP	ETTOX - E*TRADE No Fee Total Market Index Fund		4		0
2025-08-14	13F	DRW Securities, LLC		2,128		212
2025-08-13	13F	State Board Of Administration Of Florida Retirement System		2,100		210
2025-06-20	NP	JSML - Janus Henderson Small Cap Growth Alpha ETF		29,564	4.28	2,765	-11.81
2025-08-26	NP	IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV		2,232	3.67	223	16.84
2025-08-14	13F	Bank Of America Corp /de/		67,100	29.39	6,697	46.11
2025-07-30	13F	SkyOak Wealth, LLC		2,430		243
2025-05-28	NP	THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A		1,334	0.68	118	-33.14
2025-08-14	13F	Verition Fund Management LLC		21,305	224.23	2,126	266.55
2025-05-29	NP	SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1		275		24
2025-08-14	13F	Ameriprise Financial Inc		27,419		2,736
2025-08-27	NP	RYRRX - Russell 2000 Fund Class A		25	4.17	2	0.00
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		10,947	38.03	1,024	16.65
2025-06-25	NP	GSAOX - Goldman Sachs Small Cap Growth Insights Fund Class A		7,987	11.97	747	-5.33
2025-08-13	13F	Jump Financial, LLC		43,551	141.95	4,346	173.33
2025-07-25	13F	CBOE Vest Financial, LLC		10,632		1,061
2025-07-30	NP	FSAKX - Strategic Advisers U.S. Total Stock Fund		20,632	10.09	2,121	20.59
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		52,741	9.46	5,421	19.88
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		106,042	1.99	9,916	-13.75
2025-08-07	13F	Navellier & Associates Inc		4,644	1.46	463	1.76
2025-08-12	13F	Proequities, Inc.		0		0
2025-07-17	13F	DiNuzzo Private Wealth, Inc.		2		0
2025-06-26	NP	DXUV - Dimensional US Vector Equity ETF		511	29.04	48	9.30
2025-05-28	NP	THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A		347	0.87	31	-33.33
2025-08-13	13F	First Trust Advisors Lp		192,869	281.46	19,248	330.80
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		15,124	9.25	1,554	19.63
2025-08-08	13F	Kaizen Financial Strategies		5,991	1.70	598	14.81
2025-08-14	13F	Voleon Capital Management Lp		4,020	18.34	401	33.67
2025-08-27	NP	RYMKX - Russell 2000 1.5x Strategy Fund Class H		15	7.14	1	0.00
2025-08-06	13F	Rialto Wealth Management, LLC		1		0
2025-08-14	13F	Fmr Llc		45,080	4.88	4,499	18.43
2025-06-26	NP	DFUS - Dimensional U.S. Equity ETF		3,285	86.12	307	57.44
2025-08-11	13F	Aptus Capital Advisors, LLC		41,018	9.64	4,094	23.81
2025-08-13	13F	Twin Peaks Wealth Advisors, LLC		1		0
2025-08-20	NP	WBSNX - William Blair Small Cap Growth Fund Class N		126,460	23.36	12,621	39.31
2025-08-12	13F	BlackRock, Inc.		1,042,569	0.66	104,048	13.67
2025-08-07	13F	Connor, Clark & Lunn Investment Management Ltd.		5,404	96.22	539	121.81
2025-07-24	13F	Us Bancorp \de\		70	66.67	7	100.00
2025-08-26	NP	TEXN - iShares Texas Equity ETF		21		2
2025-08-14	13F	Voya Investment Management Llc		3,004	4.85	300	18.18
2025-06-26	NP	AASMX - Thrivent Small Cap Stock Fund Class A		61,107	0.15	5,714	-15.30
2025-08-14	13F	State Street Corp		249,696	2.57	24,920	15.82
2025-08-28	NP	DTSVX - Small Company Value Portfolio Investment Class		1,789	25.19	179	41.27
2025-06-25	NP	GSATX - Goldman Sachs Small Cap Value Insights Fund Class A		20,949	6.51	1,959	-9.94
2025-08-15	NP	PENNX - Royce Pennsylvania Mutual Fund Investment Class		11,724		1,170
2025-08-19	NP	GARTX - Goldman Sachs Absolute Return Tracker Fund Class A		733	93.92	73	121.21
2025-05-28	NP	THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A		1,294	0.62	114	-32.94
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		94,948	0.73	9,476	13.75
2025-07-29	NP	WPGHX - WPG Partners Select Hedged Fund Institutional	Short	-1,135	-41.37	-117	-35.91
2025-06-26	NP	THMAX - Thrivent Moderate Allocation Fund Class A		559	4.29	52	-11.86
2025-07-28	NP	MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF		472	19.19	49	29.73
2025-06-25	NP	GCSIX - Goldman Sachs Small Cap Equity Insights Fund Institutional		23,041	9.18	2,155	-7.67
2025-05-29	NP	PAEAX - Putnam Dynamic Asset Allocation Growth Fund Class A shares		3,682		325
2025-07-29	13F	William Blair Investment Management, Llc		357,690	24.53	35,697	40.62
2025-08-11	13F	Rothschild Investment Llc		20	33.33	2	0.00
2025-08-11	13F	Semanteon Capital Management, LP		3,721		371
2025-08-12	13F	LPL Financial LLC		9,175		916
2025-08-14	13F	Gotham Asset Management, LLC		9,547	129.33	953	159.40
2025-08-26	NP	Profunds - Profund Vp Small-cap		25	4.17	2	0.00
2025-05-30	NP	SVOAX - Simt Us Managed Volatility Fund Class F		672	2.75	59	-31.40
2025-08-27	NP	RYRUX - Russell 2000 2x Strategy Fund A-Class Shares		55	3.77	5	25.00
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		273	19.21	27	35.00
2025-08-14	13F	Dark Forest Capital Management Lp		13,671	180.26	1,364	216.47
2025-07-29	13F	Cannon Global Investment Management, LLC		2,500		250
2025-05-28	NP	THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A		430	0.47	38	-32.14
2025-08-15	13F	Morgan Stanley		155,732	20.21	15,542	35.75
2025-08-08	13F	Geode Capital Management, Llc		333,677	2.82	33,304	16.09
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		2,271		233
2025-08-15	NP	Royce Value Trust Inc		12,762		1,274
2025-08-14	13F	Price T Rowe Associates Inc /md/		5,409	16.57	1
2025-08-14	13F	Mariner, LLC		2,136		213
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		3,228	43.53	332	56.87
2025-08-13	13F	Centiva Capital, LP		5,998		599
2025-07-28	NP	VCSLX - Small Cap Index Fund		4,899	21.87	504	33.42
2025-03-28	NP	PRN - Invesco DWA Industrials 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		39,714		4,392
2025-08-29	NP	DES - WisdomTree U.S. SmallCap Dividend Fund N/A		24,716	4.04	2,467	17.48
2025-06-26	NP	TCAAX - Thrivent Moderately Conservative Allocation Fund Class A		262	4.80	24	-11.11
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		1,397	7.46	139	21.93
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		318,252	2.81	31,762	16.09
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		6,416		659
2025-08-15	NP	PSC - Principal U.S. Small-Cap Multi-Factor Index ETF		7,779	38.59	776	56.45
2025-07-24	13F	Jfs Wealth Advisors, Llc		12	200.00	1
2025-08-06	NP	LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class		6,907	20.25	689	35.90
2025-08-14	13F	Susquehanna International Group, Llp	Call	2,600		259
2025-08-14	13F	Susquehanna International Group, Llp	Put	2,100		210
2025-05-05	13F	Lindbrook Capital, Llc		7		1
2025-08-12	13F	Franklin Resources Inc		47,166	146.48	4,707	178.36
2025-08-27	NP	BBGSX - Bridge Builder Small/Mid Cap Growth Fund		2,248	10.25	224	24.44
2025-07-29	13F	Virginia Retirement Systems Et Al		3,100	34.78	309	52.22
2025-07-25	13F	Hemington Wealth Management		17	240.00	0
2025-07-25	13F	Cwm, Llc		3,264	24.44	0
2025-08-12	13F	Trexquant Investment LP		27,419	106.56	2,736	133.25
2025-06-26	NP	DCOR - Dimensional US Core Equity 1 ETF		1,554	30.59	145	10.69
2025-08-06	13F	BNP Paribas Asset Management Holding S.A.		71		0
2025-08-07	13F	Allworth Financial LP		25	257.14	2
2025-08-12	13F	Rhumbline Advisers		17,547	7.32	1,751	21.18
2025-08-14	13F	Qube Research & Technologies Ltd		134,449	11.14	13,418	25.51
2025-07-28	NP	HDG - ProShares Hedge Replication ETF		14	16.67	1	0.00
2025-08-25	NP	GARIX - Gotham Absolute Return Fund Institutional Class		1,524	452.17	152	533.33
2025-08-06	13F	True Wealth Design, LLC		55	120.00	5	150.00
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		1,015	13.92	101	29.49
2025-08-08	13F	Principal Financial Group Inc		8,549	32.56	853	49.91
2025-08-11	13F	FSA Wealth Management LLC		49	11.36	5	33.33
2025-08-26	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		172,389		17,204
2025-05-28	NP	THRIVENT SERIES FUND INC - Thrivent Small Cap Stock Portfolio Class A		20,313	0.73	1,795	-32.92
2025-08-11	13F	Vanguard Group Inc		829,431	2.60	82,777	15.86
2025-08-25	NP	GENIX - Gotham Enhanced Return Fund Institutional Class		285		28
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		1,356	47.55	139	61.63
2025-08-14	13F	Brevan Howard Capital Management LP		6,021		601
2025-07-08	13F	Parallel Advisors, LLC		457	1.33	46	15.38
2025-07-31	13F/A	Avion Wealth		5		0
2025-05-28	NP	THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A		255	0.79	23	-33.33
2025-08-28	NP	SPGM - SPDR(R) Portfolio MSCI Global 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		584	3.18	58	16.00
2025-05-29	NP	PACAX - Putnam Dynamic Asset Allocation Conservative Fund Class A shares		411		36
2025-08-14	13F	Wells Fargo & Company/mn		5,760	9.67	575	23.71
2025-07-28	NP	AVUQ - Avantis U.S. Quality ETF		127		13
2025-08-27	NP	VMNFX - Vanguard Market Neutral Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		6,467	28.59	645	45.27
2025-08-06	NP	LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class		7,935	3.93	792	17.36
2025-06-26	NP	DFAS - Dimensional U.S. Small Cap ETF		76,187	4.91	7,124	-11.28

DE:ULI / United States Lime & Minerals, Inc. - Kepemilikan Institusional - Pembeli

Kepemilikan Institusional dan Dana - Pembeli

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