GB:0TIQ / Fair Isaac Corporation - Kepemilikan Institusional - Pembeli

Fair Isaac Corporation
GB ˙ LSE ˙ US3032501047
Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Fair Isaac Corporation meliputi Edgewood Management Llc, EGFIX - Edgewood Growth Fund Institutional Class Shares, CWGIX - CAPITAL WORLD GROWTH & INCOME FUND Class A, Jnl Series Trust - Jnl/blackrock Large Cap Select Growth Fund (a), FSCSX - Software and IT Services Portfolio, PBCay One RSC Ltd, BlackRock Capital Appreciation Fund, Inc. - BLACKROCK CAPITAL APPRECIATION FUND, INC. Investor A, Primecap Management Co/ca/, No Street GP LP, APHMX - Artisan Mid Cap Fund Institutional Shares, AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A, VHCOX - Vanguard Capital Opportunity Fund Investor Shares, Rheos Capital Works Inc., Freshford Capital Management, LLC, Brighthouse Funds Trust II - BlackRock Capital Appreciation Portfolio Class A, Symphony Financial, Ltd. Co., Akre Capital Management Llc, Groupe la Francaise, BIAGX - Brown Advisory Growth Equity Fund Investor Shares, dan Picton Mahoney Asset Management .

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
(%)
2025-06-27 NP AACRX - Strategic Allocation: Conservative Fund R Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 121 27.37 241 35.59
2025-08-26 NP FKDNX - Franklin Dynatech Fund Class A 30,000 100.00 54,839 98.24
2025-06-27 NP RSPT - Invesco S&P 500 Equal Weight Technology 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 25,224 5.93 50,188 12.50
2025-08-15 13F Captrust Financial Advisors 78,822 1.69 144,083 0.79
2025-08-12 13F Artisan Partners Limited Partnership 46,114 84,295
2025-05-28 NP TSME - Thrivent Small-Mid Cap ESG ETF 2,719 25.47 5,014 16.23
2025-08-12 13F Personal Cfo Solutions, Llc 123 225
2025-08-29 NP GRW - TCW Compounders ETF 4,831 53.46 6,941 10.81
2025-08-14 13F Wetherby Asset Management Inc 333 10.63 609 1.50
2025-07-21 13F Ameritas Advisory Services, LLC 7 13
2025-08-08 13F Capital Investment Advisory Services, LLC 287 1.41 525 0.58
2025-08-12 13F BlackRock, Inc. 2,534,529 8.39 4,633,019 7.44
2025-08-29 NP JLGAX - JAG Large Cap Growth Fund Class A 830 126.78 1,517 125.07
2025-08-11 13F Portside Wealth Group, LLC 319 86.55 583 85.08
2025-08-12 13F Steward Partners Investment Advisory, Llc 372 1.64 680 0.89
2025-07-15 13F Graypoint LLC 144 0.70 263 0.00
2025-05-05 13F Lindbrook Capital, Llc 90 16.88 166 7.84
2025-07-11 13F Mitchell & Pahl Private Wealth, Llc 915 2.58 1,673 1.70
2025-07-22 13F Valley National Advisers Inc 60 0
2025-08-14 13F Manufacturers Life Insurance Company, The 14,272 0.07 26,089 -0.81
2025-07-08 13F Everpar Advisors Llc 245 0.41 448 -0.45
2025-08-14 13F 11 Capital Partners LP 10,770 39.00 19,687 37.79
2025-08-13 13F Centiva Capital, LP 429 784
2025-07-29 NP SEHAX - SIIT U.S. Equity Factor Allocation Fund Class A 295 18.47 509 18.65
2025-08-29 13F Total Investment Management Inc 2 4
2025-08-07 13F Kestra Private Wealth Services, Llc 474 163.33 866 161.63
2025-08-14 13F Wells Fargo & Company/mn 74,537 8.82 136,252 7.86
2025-08-13 13F Cresset Asset Management, LLC 1,273 5.21 2,329 4.35
2025-08-04 13F Amalgamated Bank 5,628 5.24 10 11.11
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 642 5.25 1,277 11.82
2025-07-29 NP SSMAX - Siit Small Mid Cap Equity Fund - Class A 2,396 4.58 4,136 -4.28
2025-08-25 NP LGILX - Laudus U.S. Large Cap Growth Fund 13,200 1.50 24,129 0.61
2025-07-28 NP ISPY - ProShares S&P 500 High Income ETF 385 18.10 665 8.14
2025-07-23 13F Canopy Partners, LLC 363 0.28 664 -0.60
2025-08-25 NP MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 2,373 1.63 4,338 0.72
2025-08-08 13F Forsta Ap-fonden 8,900 39.06 16,269 37.84
2025-08-28 NP BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 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 122 96.77 223 95.61
2025-08-08 13F Cetera Investment Advisers 7,139 19.08 13,050 18.04
2025-07-28 NP SSO - ProShares Ultra S&P500 2,225 0.50 3,841 -8.05
2025-07-16 13F ORG Partners LLC 15 27
2025-08-13 13F Employees Retirement System of Texas 196 0
2025-06-26 NP NWLG - Nuveen Winslow Large-Cap Growth ESG ETF This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 101 32.89 201 40.85
2025-06-26 NP TILIX - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 10,954 2.48 21,795 8.83
2025-08-01 13F New York Life Investment Management Llc 3,643 0.91 6,659 0.03
2025-07-25 13F Tranquility Partners, LLC 396 51.72 724 50.31
2025-08-28 NP ONEO - SPDR Russell 1000 Momentum Focus 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 96 45.45 175 44.63
2025-08-27 NP JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A) 10,625 10.85 19,422 9.88
2025-06-26 NP TISPX - TIAA-CREF S&P 500 Index Fund Institutional Class 5,224 3.36 10,394 9.78
2025-08-14 13F Howard Hughes Medical Institute 5 9
2025-08-08 13F Candriam Luxembourg S.C.A. 10,166 53.43 18,584 52.08
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 2,625 1.12 4,797 0.21
2025-08-18 13F/A KP Management LLC 1,900 46.15 3,473 44.89
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 17,339 65.10 31,695 63.65
2025-08-11 13F Battery Global Advisors, LLC 148 271
2025-08-07 13F Allworth Financial LP 215 93.69 393 83.64
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 404 2.54 738 1.65
2025-07-17 13F Park Place Capital Corp 35 65
2025-08-18 13F Rexford Capital Inc 6 11
2025-08-28 NP SEIM - SEI Enhanced U.S. Large Cap Momentum Factor ETF 1,406 4.15 2,570 3.25
2025-06-25 NP GSELX - Goldman Sachs U.S. Equity Insights Fund Institutional 2,357 10.40 4,690 17.23
2025-06-26 NP KCEVX - Knights of Columbus Long/Short Equity Fund Investor Shares 0 -100.00 0 -100.00
2025-07-28 NP RWL - Invesco S&P 500 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 301 37.44 520 25.67
2025-07-29 13F Nordea Investment Management Ab 28,240 1.68 51,214 3.03
2025-06-26 NP TBLRX - Transamerica Balanced II R 22 10.00 44 16.22
2025-08-25 NP BlackRock ETF Trust - BlackRock Advantage Large Cap Income 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 30 100.00 55 100.00
2025-07-14 13F Legacy Capital Group California, Inc. 248 9.25 453 8.37
2025-07-31 13F Moser Wealth Advisors, LLC 10 18
2025-08-22 NP CVMC - Calvert US Mid-Cap Core Responsible Index ETF 177 5.36 324 4.53
2025-06-25 NP REVS - Columbia Research Enhanced Value ETF 39 14.71 78 22.22
2025-08-07 13F Parkside Financial Bank & Trust 135 2.27 247 1.23
2025-07-22 13F Unique Wealth, Llc 379 6.76 693 5.81
2025-08-14 13F Fiduciary Trust Co 988 0.92 1,805 -0.06
2025-08-14 13F Boothbay Fund Management, Llc 356 175.97 651 174.26
2025-06-03 13F/A First National Bank Of Omaha 1,510 2,785
2025-07-29 NP SDLAX - SIIT Dynamic Asset Allocation Fund - Class A 639 17.25 1,103 7.30
2025-08-11 13F/A Suncoast Equity Management 1,321 7.57 2,415 6.63
2025-08-13 13F M&t Bank Corp 4,115 3.16 7,522 2.24
2025-08-13 13F United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 13,566 3,291.50 24,798 3,264.72
2025-08-15 13F Concentric Capital Strategies, LP 3,809 6,963
2025-08-05 13F Plato Investment Management Ltd 285 519
2025-07-09 13F Mirador Capital Partners LP 764 1,397
2025-08-14 13F Karani Asset Management LLC 386 706
2025-06-26 NP FHOFX - Fidelity Series Large 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 1,338 25.05 2,662 32.83
2025-08-14 13F George Kaiser Family Foundation 217 45.64 397 44.53
2025-07-30 13F FNY Investment Advisers, LLC 550 1
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 124 0.81 227 0.00
2025-07-30 13F Axecap Investments, LLC 1,315 2,404
2025-08-14 13F Freshford Capital Management, LLC 11,959 21,861
2025-08-14 13F Gen-Wealth Partners Inc 481 8.09 880 7.06
2025-08-13 13F Berbice Capital Management LLC 84 68.00 154 66.30
2025-07-31 13F Keeler THomas Management LLC 636 1,163
2025-08-04 13F Creekmur Asset Management LLC 149 36.70 272 35.32
2025-06-30 NP LGDX - Intech S&P Large Cap Diversified Alpha ETF 487 969
2025-08-14 13F Winton Capital Group Ltd 1,331 2,433
2025-08-28 NP FARYX - Fulcrum Diversified Absolute Return Fund Super Institutional Class 29 26.09 53 26.19
2025-06-26 NP FNILX - Fidelity ZERO Large 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 6,032 1.79 12,002 8.10
2025-08-27 NP APHMX - Artisan Mid Cap Fund Institutional Shares 15,880 29,028
2025-07-28 NP QGRO - American Century STOXX U.S. Quality Growth 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 2,342 73.74 4,043 59.01
2025-08-26 NP PRMTX - T. Rowe Price Communications & Technology 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 41,000 26.93 74,946 25.82
2025-07-15 13F Public Employees Retirement System Of Ohio 11,124 33.37 20,334 32.19
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 850 20.23 1,554 19.19
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 23,154 2.03 42,325 1.13
2025-08-14 13F Tudor Investment Corp Et Al 2,165 68.61 3,958 67.17
2025-08-26 NP IAMOX - Voya MidCap Opportunities Portfolio Class ADV 11,941 13.12 21,828 12.13
2025-08-15 13F Harvest Fund Management Co., Ltd 78 0
2025-08-04 13F AdvisorShares Investments LLC 3,503 2.28 6,403 0.06
2025-05-28 NP JDESX - JPMorgan U.S. Research Enhanced Equity Fund Class I 8,263 61.17 15,238 49.29
2025-07-28 NP SGFFX - Sparrow Growth Fund Class A 130 44.44 224 32.54
2025-08-13 13F Natixis Advisors, L.p. 11,419 21
2025-08-14 13F Diversify Wealth Management, Llc 1,332 14.63 1,757 -22.95
2025-08-28 NP CPAEX - Counterpoint Tactical Equity Fund Class A Shares 192 35.21 351 253.54
2025-08-13 13F Diametric Capital, LP 123 225
2025-08-14 13F Fred Alger Management, Llc 31,607 90.86 57,776 89.19
2025-08-14 13F Rafferty Asset Management, LLC 7,951 18.90 14,534 17.87
2025-07-24 13F Katamaran Capital LLP 2,530 4,625
2025-07-24 13F/A TFR Capital, LLC. 325 150.00 594 148.54
2025-06-27 NP CARK - CastleArk Large Growth ETF 3,090 3.00 6,148 9.40
2025-07-25 13F Sequoia Financial Advisors, LLC 649 11.70 1,187 10.74
2025-08-21 NP MXEBX - Great-West Core Strategies: U.S. Equity Fund Institutional Class 312 4.35 570 3.45
2025-08-27 NP CSIFX - Calvert Balanced Fund Class A 6,270 97.79 11,461 96.08
2025-06-17 NP GSEQX - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 1,153 6.56 2,294 13.17
2025-08-14 13F Mml Investors Services, Llc 3,770 203.79 7 200.00
2025-06-27 NP PWB - Invesco Dynamic Large Cap Growth ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8,015 32.20 15,947 40.39
2025-07-22 NP GGOIX - Goldman Sachs Growth Opportunities Fund Institutional 12,686 8.16 21,900 -1.02
2025-08-14 13F Verition Fund Management LLC 6,595 131.73 12,055 129.71
2025-08-08 13F Tobam 43 0
2025-08-28 NP BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 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 47 14.63 86 13.33
2025-07-31 13F Sumitomo Mitsui Trust Holdings, Inc. 57,490 1.93 105,089 1.03
2025-07-25 13F Index Fund Advisors, Inc. 804 1,470
2025-06-27 NP SPTE - SP Funds S&P Global Technology ETF 54 35.00 107 44.59
2025-07-23 13F Maryland State Retirement & Pension System 1,155 4.15 2,111 3.23
2025-08-28 NP AMGOX - Alger Mid Cap Growth Portfolio Class I-2 1,090 311.32 1,992 308.20
2025-08-27 NP PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF 38 69
2025-07-29 13F Regions Financial Corp 754 1,378
2025-08-08 13F Alberta Investment Management Corp 2,700 4,935
2025-08-14 13F Norinchukin Bank, The 1,777 6.28 3,248 5.35
2025-06-26 NP AMGAX - Alger MidCap Growth Fund Class A 969 1,928
2025-06-26 NP IETC - iShares Evolved U.S. Technology 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 1,078 473.40 2,145 906.57
2025-08-08 13F KBC Group NV 25,452 68.78 47 70.37
2025-08-26 NP PGWAX - AllianzGI Focused Growth Fund A 25,567 0.92 46,735 0.03
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Capital Appreciation Fund Standard Class 5,665 13.01 10,355 12.02
2025-07-22 13F Coastal Investment Advisors, Inc. 259 473
2025-07-17 13F Catalytic Wealth RIA, LLC 127 232
2025-08-25 NP CWS - AdvisorShares Focused Equity ETF 3,503 2.28 6,403 1.38
2025-06-25 NP GCGIX - Goldman Sachs Large Cap Growth Insights Fund Institutional 7,903 26.75 15,724 34.61
2025-07-21 13F Quent Capital, LLC 243 2.53 444 1.60
2025-08-19 NP BUFMX - Buffalo Mid Cap Fund Investor Class 890 1,627
2025-08-14 13F Investment Management Corp of Ontario 2,101 200.57 3,841 197.91
2025-07-24 NP FMILX - Fidelity New Millennium 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 8,000 29.03 13,810 18.08
2025-07-18 13F SOA Wealth Advisors, LLC. 10 18
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 35 288.89 70 331.25
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 577 14.71 1,148 21.87
2025-08-25 NP SBSPX - QS S&P 500 Index Fund Class A 302 2.72 552 1.85
2025-06-26 NP FLAPX - Fidelity Flex Mid 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 1,049 9.96 2,087 16.79
2025-04-29 13F Hm Payson & Co 11 20
2025-07-29 13F Chevy Chase Trust Holdings, Inc. 12,885 0.62 23,553 -0.26
2025-08-28 NP ADSIX - Disciplined Growth Fund Investor Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,284 68.95 2,347 67.52
2025-07-29 NP Guggenheim Strategic Opportunities Fund 9 12.50 16 0.00
2025-07-24 NP CMGIX - Blackrock Mid Cap Growth Equity Portfolio 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 121,896 457.75 210,427 410.42
2025-08-14 13F Royal Bank Of Canada 124,638 24.19 227,833 23.10
2025-07-29 13F Calamos Wealth Management LLC 1,121 2,049
2025-07-24 NP FSCSX - Software and IT Services Portfolio 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 26,474 45,702
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 3 5
2025-08-28 NP SPLG - SPDR(R) Portfolio Large 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 33,722 11.57 61,642 10.59
2025-07-24 13F Cross Staff Investments Inc 570 54.05 1,042 52.64
2025-05-15 13F Square Wave Partners, L.P. 8,016 3.07 14,783 -4.53
2025-07-23 13F Citizens National Bank Trust Department 53 97
2025-08-12 13F J.w. Cole Advisors, Inc. 431 1.41 788 0.51
2025-08-05 13F Eleva Capital SAS 187 342
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 1,350 10.20 2,473 9.67
2025-08-11 13F HighTower Advisors, LLC 3,607 174.71 6,594 172.33
2025-08-26 NP GPIX - Goldman Sachs S&P 500 Core Premium Income ETF 475 69.64 868 68.22
2025-07-30 13F Phillips Financial Management, Llc 236 1.72 431 0.94
2025-07-28 NP VSRDX - U.S. Socially Responsible Fund 751 1,606.82 1,296 1,480.49
2025-05-30 NP New Age Alpha Funds Trust - NAA Opportunity Fund Class C 102 188
2025-08-27 NP Jnl Series Trust - Jnl/blackrock Large Cap Select Growth Fund (a) 29,041 53,086
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 45,256 0.88 78,125 -7.68
2025-08-29 NP GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF 404 485.51 738 1,241.82
2025-08-08 13F Mv Capital Management, Inc. 6 20.00 11 11.11
2025-08-14 13F Farringdon Capital, Ltd. 518 947
2025-07-08 13F Gallacher Capital Management LLC 215 7.50 393 6.79
2025-07-14 13F GAMMA Investing LLC 141 0.71 258 -0.39
2025-08-26 NP RPBAX - T. Rowe Price Balanced 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 786 56.89 1,437 55.58
2025-06-27 NP KMID - Virtus KAR Mid-Cap ETF 360 48.15 716 57.36
2025-08-01 13F Howard Capital Management Inc. 138 22.12 252 21.15
2025-07-24 NP FDEGX - Fidelity Growth Strategies 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 40,679 21.87 70,223 11.53
2025-08-14 13F Goldman Sachs Group Inc 167,905 5.85 306,924 4.92
2025-07-11 13F Spence Asset Management 6,817 0.87 12 0.00
2025-08-26 NP XVV - iShares ESG Screened S&P 500 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 211 24.85 386 23.79
2025-08-14 13F Xponance, Inc. 5,395 2.35 9,862 1.45
2025-08-12 13F Prudential Plc 2,540 153.75 4,643 151.52
2025-05-28 NP JHDRX - JPMorgan Hedged Equity 2 Fund Class R6 4,548 74.05 8,387 61.23
2025-08-05 13F Firetrail Investments Pty Ltd 3,181 5,793
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 5 10
2025-08-14 13F Sora Investors Llc 929 1,698
2025-07-17 13F GraniteShares Advisors LLC 404 738
2025-08-25 NP Eaton Vance Risk-managed Diversified Equity Income Fund 4,548 98.78 8,314 97.04
2025-08-13 13F Lido Advisors, LLC 2,749 234.02 5,026 231.31
2025-08-29 NP VOTE - Engine No. 1 Transform 500 ETF 362 2.26 520 -26.14
2025-08-26 NP IAXAX - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV 7,296 18.02 13,337 16.98
2025-07-30 13F Legacy Wealth Asset Management, LLC 203 371
2025-08-14 13F Interval Partners, LP 1,871 2.97 3,420 2.09
2025-08-13 13F New York State Common Retirement Fund 14,561 17.80 27 18.18
2025-08-28 NP DTLGX - Large Company Growth Portfolio Investment Class 193 1,278.57 353 1,308.00
2025-07-14 13F UMA Financial Services, Inc. 3 5
2025-06-17 NP CFAGX - The MidCap Growth Fund Shares 1,220 5.17 2,427 11.69
2025-07-28 NP VCBCX - Blue Chip Growth Fund 1,112 46.70 1,920 34.29
2025-08-26 NP HLEIX - JPMorgan Equity Index Fund Class I 5,338 0.02 9,758 -0.86
2025-06-24 NP SWPPX - Schwab S&P 500 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 54,125 1.10 107,691 7.36
2025-07-29 NP YCGEX - YCG Enhanced Fund Class R Shares 10,375 5.06 17,910 -3.85
2025-07-21 13F Segment Wealth Management, LLC 998 7.08 1,824 6.17
2025-08-27 NP PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 200 366
2025-07-29 NP VITAX - Vanguard Information Technology 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 178,238 2.32 307,689 -6.37
2025-08-27 NP LIMAX - Cromwell Tran Sustainable Focus Fund Investor Class Shares 313 572
2025-08-14 13F Treasurer of the State of North Carolina 14,037 18.05 26 19.05
2025-08-28 NP SSBIX - State Street Balanced Index Fund Class K 144 1.41 263 0.77
2025-05-28 NP JHTRX - JPMorgan Hedged Equity 3 Fund Class R6 2,415 59.62 4,454 47.84
2025-08-01 13F Oarsman Capital, Inc. 134 245
2025-07-29 NP SEIAX - SIIT Multi-Asset Real Return Fund - Class A 63 3.28 109 -6.09
2025-07-31 13F AlTi Global, Inc. 260 474
2025-06-17 NP CFGRX - The Growth Fund Shares 1,155 9.48 2,298 16.30
2025-08-19 13F Marex Group plc 136 249
2025-08-13 13F Guggenheim Capital Llc 666 7.25 1,217 6.29
2025-08-08 13F Atlantic Trust, LLC 10 18
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class 5,400 1.89 9,871 0.98
2025-08-26 NP TGRT - T. Rowe Price Growth ETF 2,437 10.37 4,455 9.41
2025-08-08 13F Calamos Advisors LLC 6,507 413.17 11,895 408.73
2025-08-27 NP Liberty All Star Growth Fund Inc. 1,587 2,901
2025-07-29 13F Quotient Wealth Partners, LLC 717 0.14 1,311 -0.76
2025-08-13 13F First National Advisers, LLC 1,751 13.70 3,201 12.72
2025-07-22 13F HFM Investment Advisors, LLC 1 2
2025-08-14 13F Lazard Asset Management Llc 491 61.51 1
2025-06-24 NP HEQQ - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF 34 68
2025-08-11 13F Covestor Ltd 16 60.00 0
2025-08-14 13F No Street GP LP 16,000 29,247
2025-08-26 NP JPGSX - JPMorgan Intrepid Growth Fund Class I 5,911 5.40 10,805 4.48
2025-08-12 13F SRS Capital Advisors, Inc. 27 107.69 49 113.04
2025-08-12 13F Handelsbanken Fonder AB 10,620 13.67 19 11.76
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 4,069 8.33 8,096 15.05
2025-06-30 NP XYLG - Global X S&P 500 Covered Call & Growth ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 27 3.85 54 10.42
2025-06-30 NP TYLG - Global X Information Technology Covered Call & Growth ETF 14 7.69 28 12.50
2025-08-07 13F Axiom International Investors Llc /de 142 260
2025-08-27 NP VHCOX - Vanguard Capital Opportunity 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 12,150 22,210
2025-08-13 13F Groupe la Francaise 8,390 15,269
2025-07-29 NP GAAVX - GMO Alternative Allocation Fund Class VI Short -1,146 -4.74 -1,978 -12.83
2025-08-27 NP HCSRX - The Catholic SRI Growth Portfolio HC Strategic Shares 24 41.18 44 38.71
2025-08-14 13F Estuary Capital Management LP 18,914 73.68 34,574 72.16
2025-08-20 NP QMFNX - AQR MS Fusion Fund Class N 7 13
2025-08-13 13F Amundi 82,380 2.16 151,808 4.53
2025-08-12 13F APG Asset Management N.V. 14,483 3.99 22,553 -5.14
2025-08-13 13F Groupama Asset Managment 1,224 5.34 2,223 4.27
2025-07-25 NP SCHG - Schwab U.S. Large-Cap Growth 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 37,761 7.76 65,186 -1.38
2025-06-24 NP SNXFX - Schwab 1000 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 7,976 0.57 15,870 6.80
2025-08-11 13F Primecap Management Co/ca/ 18,600 34,000
2025-08-14 13F CIBC World Markets Inc. 985 1,801
2025-08-08 13F Oak Thistle LLC 2,183 342.80 3,990 338.94
2025-06-30 NP RSP - Invesco S&P 500 Equal Weight 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 79,091 14.70 157,366 21.81
2025-06-25 NP QIDX - Indexperts Quality Earnings Focused ETF 89 154.29 177 172.31
2025-08-13 13F Healthcare Of Ontario Pension Plan Trust Fund 969 232.99 1,771 230.41
2025-06-26 NP FIOOX - Fidelity Series Large 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 1,240 2.56 2,467 8.92
2025-07-23 13F Roundview Capital LLC 2,709 7.20 4,952 6.24
2025-08-14 13F Axa S.a. 13,964 383.69 25,526 379.43
2025-07-24 NP HNDRX - Horizon Defined Risk Fund Investor Class 370 8.50 639 -0.78
2025-08-08 13F Vestcor Inc 9,591 0.04 18 0.00
2025-08-15 13F/A Rakuten Securities, Inc. 24 100.00 44 95.45
2025-06-30 NP INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 256 28.00 509 36.10
2025-08-19 NP BUFTX - Buffalo Discovery Fund Investor Class 3,720 6,800
2025-07-31 13F Hanlon Investment Management, Inc. 310 7.64 567 6.59
2025-08-18 13F Onefund, Llc 66 0
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 188 374
2025-03-27 NP PTLC - Pacer Trendpilot US Large Cap ETF 1,663 4.85 3,116 22.78
2025-08-28 NP IWR - iShares Russell Mid-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 82,664 3.21 151,106 2.31
2025-08-14 13F Headlands Technologies LLC 589 1,077
2025-08-12 13F Inscription Capital, LLC 110 201
2025-08-12 13F Picton Mahoney Asset Management 7,197 13
2025-08-27 NP VMGIX - Vanguard Mid-Cap Growth 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 188,417 4.10 344,419 3.18
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 1,606 2.88 3,195 9.27
2025-07-21 13F Lecap Asset Management Ltd 489 894
2025-06-18 NP NMFAX - Nationwide Dynamic U.S. Growth Fund Class A 632 7.12 1,257 13.76
2025-07-15 13F Fifth Third Bancorp 413 5.36 755 4.43
2025-08-14 13F Polymer Capital Management (US) LLC 214 391
2025-08-26 NP TRULX - T. Rowe Price U.S. Large-Cap Core 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 79,420 6.73 145,177 5.79
2025-05-20 NP FLQL - Franklin LibertyQ U.S. Equity ETF 1,972 2.87 3,637 -4.72
2025-07-11 13F Pinnacle Bancorp, Inc. 17 31
2025-06-24 NP Putnam Funds Trust - Putnam Multi-cap Core Fund Class A 4,690 15.86 9,332 23.04
2025-08-27 NP TGVFX - Growth Opportunities Fund Class A 383 700
2025-07-29 NP LCIAX - Siit Large Cap Index Fund - Class A 900 28.57 1,554 17.65
2025-06-24 NP JMNAX - JPMorgan Research Market Neutral Fund Class A 894 29.57 1,779 37.62
2025-08-22 NP MBAAX - Global Strategist Portfolio Class A Shares 85 2.41 155 1.31
2025-06-27 NP UPGD - Invesco Raymond James SB-1 Equity 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 1,256 29.22 2,499 37.23
2025-07-09 13F Taylor Hoffman Capital Management LLC 5,223 0.25 9,547 -1.92
2025-06-23 NP IYY - iShares Dow Jones U.S. ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,038 1.67 2,065 8.00
2025-07-30 NP GCSVX - Geneva SMID Cap Growth Fund Institutional Class 880 6.15 1,519 -2.82
2025-08-13 13F Brown Advisory Inc 99,387 2,047.52 181,676 2,028.85
2025-07-15 13F Norden Group Llc 343 627
2025-08-14 13F Ubs Asset Management Americas Inc 336,602 6.26 615,295 5.32
2025-08-11 13F GW&K Investment Management, LLC 130 0.78 0
2025-07-15 13F Fortitude Family Office, LLC 5 400.00 9 800.00
2025-08-15 13F Alaethes Wealth LLC 1,422 1.79 2,599 0.89
2025-06-27 NP TWSMX - Strategic Allocation: Moderate Fund Investor Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 472 29.32 939 37.48
2025-08-27 NP Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 812 13.09 1,484 12.08
2025-08-12 13F Coalescence Partners Investment Management, LP 13,576 42.14 24,816 40.90
2025-08-26 NP IXN - iShares Global Tech 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 7,703 0.25 14,081 -0.64
2025-06-26 NP FSPGX - Fidelity Large 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 23,821 8.33 47,396 15.04
2025-05-27 NP Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 24 300.00 44 300.00
2025-07-28 13F Dock Street Asset Management Inc 15,009 0.77 27,436 -0.11
2025-08-07 13F Kempen Capital Management N.v. 4,582 8,376
2025-07-17 13F CWA Asset Management Group, LLC 149 2.76 272 1.87
2025-08-14 13F Candlestick Capital Management LP 35,022 80.59 64,019 79.01
2025-04-29 NP SVYAX - SIIT U.S. Managed Volatility Fund - Class A 285 538
2025-07-29 13F Stratos Wealth Partners, LTD. 850 117.39 1,554 115.40
2025-08-14 13F Stifel Financial Corp 13,234 2.33 24,192 1.43
2025-08-29 NP EGFIX - Edgewood Growth Fund Institutional Class Shares 181,072 330,992
2025-08-07 13F Profund Advisors Llc 444 5.97 812 5.05
2025-07-28 13F Jag Capital Management, Llc 9,022 69.71 16,492 68.22
2025-08-27 NP CSBIX - Cromwell Sustainable Balanced Fund Institutional Class 92 168
2025-07-25 NP SMDHX - American Funds U.S. Small & Mid Cap Equity Fund Class T 31 54
2025-07-25 NP SCHK - Schwab 1000 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 1,843 3.08 3,182 -5.66
2025-08-14 13F Glenmede Investment Management, LP 176 322
2025-08-22 NP CLCEX - Multi-Manager Large Cap Growth Strategies Fund Institutional Class 4,842 8,851
2025-06-27 NP HAPI - Harbor Corporate Culture ETF 528 89.25 1,051 101.15
2025-08-04 13F Hantz Financial Services, Inc. 5,647 413.83 10 400.00
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 577 3.78 1,055 2.83
2025-06-26 NP ETLGX - E*TRADE No Fee Large Cap Index Fund 4 8
2025-08-14 13F FIL Ltd 37,812 677.38 69,119 670.63
2025-06-23 NP USMV - iShares Edge MSCI Min Vol USA 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 77,528 1.00 154,256 7.26
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 7 9
2025-07-25 13F Allspring Global Investments Holdings, LLC 46,087 18.27 84,947 16.67
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation 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 1,302 14.01 2,380 13.01
2025-08-14 13F Silvercrest Asset Management Group Llc 3,503 2.01 6,403 1.12
2025-08-27 NP RYAWX - S&P 500 Pure Growth Fund Class H 169 4.32 309 3.36
2025-08-28 NP NZAC - SPDR MSCI ACWI Low Carbon Target 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 8 15
2025-08-20 NP QLFIX - AQR LSE Fusion Fund Class I 4 7
2025-07-24 13F Callan Family Office, LLC 583 1,066
2025-07-28 NP EQAL - Invesco Russell 1000 Equal Weight 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 177 24.65 306 14.23
2025-08-05 13F Milestone Asset Management, Llc 123 225
2025-08-08 13F Avantax Advisory Services, Inc. 1,129 11.45 2,064 10.49
2025-08-19 13F/A Pitcairn Co 1,700 130.35 3,108 128.46
2025-08-12 13F Prudential Financial Inc 13,835 9.76 25,290 8.79
2025-05-28 NP JHQAX - JPMorgan Hedged Equity Fund Class A 16,625 57.78 30,659 46.15
2025-08-15 13F State of Tennessee, Treasury Department 6,778 11.11 12,390 10.13
2025-07-18 13F Impact Capital Partners LLC 228 0.44 417 -0.48
2025-06-26 NP PBAIX - Blackrock Tactical Opportunities 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 2,501 80.71 4,976 91.90
2025-08-14 13F Jane Street Group, Llc Put 25,600 66.23 46,796 64.77
2025-08-14 13F Jane Street Group, Llc Call 18,100 67.59 33,086 66.13
2025-07-09 13F Czech National Bank 5,950 6.10 10,876 5.16
2025-07-22 13F Gf Fund Management Co. Ltd. 398 728
2025-08-28 NP IGV - iShares Expanded Tech-Software Sector 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 92,201 0.48 168,540 -0.40
2025-07-03 13F McLean Asset Management Corp 214 1.42 395 11.61
2025-07-10 13F Carderock Capital Management Inc 4,649 0.17 8,498 -0.70
2025-07-23 NP NMCAX - Voya MidCap Opportunities Fund Class A 8,238 38.99 14,221 27.20
2025-08-14 13F Soros Fund Management Llc 540 987
2025-08-14 13F Nissay Asset Management Corp /japan/ /adv 3,054 1.13 5,583 0.23
2025-07-29 NP GIMFX - GMO Implementation Fund Short -1,559 1.50 -2,691 -7.11
2025-07-30 13F D.a. Davidson & Co. 651 1.56 1,190 0.68
2025-08-27 NP JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 279 82.35 510 80.85
2025-07-24 NP EGUS - iShares ESG Aware MSCI USA Growth ETF 17 30.77 29 20.83
2025-05-15 13F Glenmede Trust Co Na 178 29.93 328 20.59
2025-07-24 13F Blair William & Co/il 3,261 30.39 5,961 29.25
2025-07-29 NP BLES - Inspire Global Hope ETF 164 9.33 283 0.35
2025-06-30 NP XYLD - Global X S&P 500 Covered Call ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., 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 1,592 13.23 3,168 20.24
2025-08-22 NP FIMVX - Fidelity Mid 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 671 62.47 1,227 61.10
2025-07-25 13F Maestria Partners LLC 6,000 10,968
2025-08-14 13F Voya Financial Advisors, Inc. 305 138.28 554 136.32
2025-08-04 13F Assetmark, Inc 75 158.62 137 158.49
2025-08-26 NP Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1 4,700 2.17 8,591 1.27
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 15,499 5.28 30,838 11.80
2025-08-26 NP CCMAX - Conestoga Mid Cap Fund Institutional Class 40 73
2025-08-12 13F Cynosure Management, Llc 459 27.15 839 26.17
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 177 3.51 324 2.54
2025-08-11 13F Bellwether Advisors, LLC 5 9
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 139 1.46 254 0.79
2025-05-27 NP Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3 7,788 248.92 14,362 223.25
2025-08-14 13F Cibc World Markets Corp 3,065 4.15 5,603 3.22
2025-08-14 13F Bridgefront Capital, LLC 316 578
2025-08-06 13F Titan Global Capital Management Usa Llc 5,806 10,612
2025-08-14 13F Delta Global Management LP 2,074 3,791
2025-08-13 13F 1832 Asset Management L.P. 1,386 298.28 2,534 295.16
2025-08-14 13F Alyeska Investment Group, L.P. 268 490
2025-06-26 NP FUQIX - Fidelity SAI U.S. Quality 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 62,567 14.88 124,488 22.00
2025-08-05 13F Mission Wealth Management, Lp 620 0.49 1,133 -0.35
2025-07-14 13F Park Avenue Securities Llc 638 60.71 1
2025-07-29 NP GBFFX - GMO Benchmark-Free Fund Class III Short -756 8.31 -1,305 -0.84
2025-08-05 13F Lifeworks Advisors, LLC 222 13.27 406 12.47
2025-08-21 NP MXMVX - Great-West Mid Cap Value Fund Investor Class 1,409 80.64 2,576 79.07
2025-07-31 13F State of New Jersey Common Pension Fund D 8,214 2.41 15,015 1.50
2025-06-27 NP YOKE - Yoke Core ETF 98 195
2025-08-15 13F Optimist Retirement Group LLC 162 2.53 296 1.72
2025-08-28 NP SAGP - STRATEGAS GLOBAL POLICY OPPORTUNITIES ETF 550 27.31 1,005 26.26
2025-07-14 13F AdvisorNet Financial, Inc 63 1.61 115 0.88
2025-07-22 13F Merit Financial Group, LLC 446 11.78 815 10.88
2025-08-26 NP STCIX - Virtus Silvant Large-Cap Growth Stock Fund Class A 1,403 59.25 2,565 57.88
2025-06-27 NP SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 586 5.21 1,166 11.70
2025-08-08 13F Quinn Opportunity Partners LLC 5,050 9,231
2025-08-13 13F Pictet Asset Management Holding SA 93,714 33.83 171,282 32.65
2025-06-26 NP SPECX - Alger Spectra Fund Class A 5,785 -107.57 11,510 -130.42
2025-06-24 NP HELO - JPMorgan Hedged Equity Laddered Overlay ETF 1,611 22.14 3,205 29.70
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class 2,797 14.16 5,113 13.15
2025-08-05 13F Main Street Research LLC 10,724 268.14 19,603 264.91
2025-07-28 NP SPXE - S&P 500 ex-Energy ETF 33 3.12 57 -6.67
2025-07-31 13F Ag2r La Mondiale Gestion D'actifs 1,002 2.35 1,832 8.34
2025-07-09 13F Thrive Wealth Management, LLC 124 8.77 227 7.62
2025-07-29 13F Angeles Wealth Management, Llc 131 239
2025-08-26 NP PRWAX - T. Rowe Price New America Growth 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 137,174 32.35 250,749 31.19
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class 10,003 17.13 18,285 16.10
2025-08-13 13F Quadrature Capital Ltd 5,412 56.06 9,880 54.58
2025-07-28 13F BRYN MAWR TRUST Co 650 25.97 1,188 24.92
2025-07-30 13F Cullen/frost Bankers, Inc. 5 66.67 9 80.00
2025-07-28 13F J.Safra Asset Management Corp 22 340.00 40 333.33
2025-08-05 13F Huntington National Bank 229 7.01 419 6.09
2025-05-21 NP CHGX - AXS Change Finance ESG ETF 700 20.48 1,291 11.59
2025-07-24 NP ESGU - iShares ESG MSCI USA 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 7,667 30.75 13,235 19.65
2025-08-14 13F DecisionPoint Financial, LLC 1 2
2025-07-14 13F Counterpoint Mutual Funds LLC 192 351
2025-03-28 NP WINN - Harbor Long-Term Growers ETF 3,010 15.81 5,639 8.86
2025-08-11 13F Ritter Daniher Financial Advisory LLC / DE 1 2
2025-08-18 13F Wolverine Trading, Llc Put 19,600 55.56 35,599 53.94
2025-08-04 13F Barnes Dennig Private Wealth Management LLC 68 124
2025-08-18 13F Wolverine Trading, Llc 3,286 308.20 5,968 304.06
2025-08-18 13F Wolverine Trading, Llc Call 20,200 42.25 36,688 40.78
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 14,027 0.52 24,215 -8.02
2025-08-25 NP MPGAX - MassMutual Premier Disciplined Growth Fund Class A 147 269
2025-06-23 NP PMBMX - MidCap Fund (f/k/a MidCap Blend Fund) R-3 224,388 7.64 446,460 14.32
2025-08-11 13F Raiffeisen Bank International AG 152 0.66 288 3.61
2025-08-28 NP SSEYX - State Street Equity 500 Index II 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 8,700 20.83 15,903 19.78
2025-08-14 13F Erste Asset Management GmbH 1,657 3,010
2025-07-28 NP MSLC - Morgan Stanley Pathway Large Cap Equity ETF 839 6.88 1,448 -2.16
2025-08-11 13F Private Advisor Group, LLC 584 14.96 1,068 14.00
2025-07-24 13F PDS Planning, Inc 133 9.92 243 8.97
2025-07-21 13F ASR Vermogensbeheer N.V. 1,082 2.37 1,978 1.49
2025-08-26 NP TSPA - T. Rowe Price U.S. Equity Research ETF 2,079 92.68 3,800 91.05
2025-06-30 NP FLAG - Global X S&P 500 U.S. Market Leaders Top 50 ETF 10 20
2025-08-06 13F Rialto Wealth Management, LLC 1 2
2025-08-01 13F Teacher Retirement System Of Texas 3,710 4.15 6,782 3.24
2025-08-13 13F Summit Financial, LLC 608 0.33 1,111 -0.54
2025-06-27 NP SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 95 13.10 189 20.38
2025-08-11 13F WPG Advisers, LLC 20 233.33 37 227.27
2025-08-05 13F iA Global Asset Management Inc. 1,903 52.24 3 50.00
2025-07-10 13F Oliver Lagore Vanvalin Investment Group 226 417
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 4,902 14.35 9 14.29
2025-08-11 NP CUSUX - Six Circles U.S. Unconstrained Equity Fund 10,762 0.68 19,673 -0.20
2025-06-25 NP RPGAX - T. Rowe Price Global Allocation 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 587 10.96 1,168 17.76
2025-06-26 NP CRTVX - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 112 2.75 223 8.82
2025-07-17 13F Chicago Capital, LLC 30,666 3.32 56,056 2.41
2025-08-07 13F ProShare Advisors LLC 6,098 8.39 11,147 7.43
2025-08-14 13F DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1,350 73.97 2,468 72.40
2025-08-11 13F Principal Securities, Inc. 414 14.05 757 4.71
2025-07-28 NP OMFL - Invesco Russell 1000(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 5,335 0.66 9,210 -7.88
2025-08-28 NP QUS - SPDR MSCI USA StrategicFactors 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 1,715 5.67 3,135 4.71
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4 18 33
2025-08-08 13F Citizens Financial Group Inc/ri 128 14.29 234 13.11
2025-08-12 13F LPL Financial LLC 14,320 4.35 26,176 3.43
2025-07-31 13F Briaud Financial Planning, Inc 6 0
2025-08-14 13F Kensico Capital Management Corp 249,180 3.96 455,491 3.05
2025-08-14 13F Point72 (DIFC) Ltd Call 300 548
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 133 230
2025-08-14 13F Atom Investors LP 4,042 5.15 7,389 4.23
2025-08-04 13F Wolverine Asset Management Llc Put 600 1,097
2025-08-27 NP RYTTX - S&P 500 2x Strategy Fund A 79 1.28 144 0.70
2025-08-06 13F Commonwealth Equity Services, Llc 7,209 1.25 13 0.00
2025-08-13 13F Edgewood Management Llc 335,229 612,785
2025-07-25 13F Concurrent Investment Advisors, LLC 305 2.69 558 1.83
2025-08-26 NP WELLS FARGO VARIABLE TRUST - Wells Fargo VT Omega Growth Fund Class 1 419 22.87 766 21.82
2025-07-25 NP AFLG - First Trust Active Factor Large 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 634 40.27 1,094 28.40
2025-08-27 NP VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index 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 8,206 1.30 15,000 0.41
2025-06-27 NP SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 153 9.29 304 16.03
2025-03-27 NP PALC - Pacer Lunt Large Cap Multi-Factor Alternator ETF 1,252 256.70 2,346 318.00
2025-07-29 NP VRVIX - Vanguard Russell 1000 Value 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 1,965 9.65 3,392 0.36
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-13 13F Laidlaw Wealth Management LLC 264 55.29 483 53.99
2025-08-12 13F Proequities, Inc. 0 0
2025-08-06 13F Simmons Bank 172 314
2025-08-26 NP GEQYX - EQUITY INDEX FUND Institutional 2,437 2.31 4,455 1.41
2025-08-26 NP IWD - iShares Russell 1000 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 9,292 2.54 16,985 1.64
2025-08-28 NP IGM - iShares Expanded Tech Sector 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 11,026 1.91 20,155 1.02
2025-06-24 NP SWMCX - Schwab U.S. Mid-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 3,946 16.44 7,851 23.66
2025-06-18 NP RAZAX - Multi-Asset Growth Strategy Fund Class A 173 9.49 344 16.22
2025-07-30 13F First Citizens Bank & Trust Co 241 94.35 441 92.98
2025-08-12 13F Trexquant Investment LP 10,430 19,066
2025-06-27 NP VEGN - US Vegan Climate ETF 114 3.64 227 9.71
2025-08-20 NP AQRNX - AQR Multi-Asset Fund Class N 68 88.89 124 87.88
2025-08-18 13F/A National Bank Of Canada /fi/ 21,452 61.96 39,211 60.54
2025-07-29 NP VRGWX - Vanguard Russell 1000 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 24,802 5.92 42,815 -3.07
2025-08-12 13F Virtu Financial LLC 531 1
2025-06-20 NP ABFL - TrimTabs All Cap U.S. Free-Cash-Flow ETF 8,759 232.54 17,428 253.20
2025-06-26 NP GLOF - iShares Edge MSCI Multifactor Global 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 271 13.39 539 20.58
2025-04-22 NP GINN - Goldman Sachs Innovate Equity ETF 310 0.98 585 -19.89
2025-08-25 NP EALCX - Eaton Vance Growth Fund Class A 2,682 38.03 4,903 36.81
2025-07-24 NP FXAIX - Fidelity 500 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 308,057 1.02 531,793 -7.55
2025-06-26 NP ALARX - Alger Capital Appreciation Institutional Fund Class I 628 1,250
2025-08-01 13F Mizuho Securities Usa Llc 1,687 3,084
2025-08-05 13F Atlas Private Wealth Advisors 683 0.59 1,248 -0.32
2025-08-25 NP PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 3,810 259.43 6,965 256.40
2025-07-29 NP NORTHERN LIGHTS FUND TRUST II - The Future Fund Long/Short ETF Short -250 -432
2025-07-10 13F Sumitomo Mitsui DS Asset Management Company, Ltd 3,173 9.11 5,800 8.17
2025-08-04 13F Keybank National Association/oh 1,310 50.40 2,395 49.07
2025-07-29 NP PBUS - Invesco PureBeta MSCI USA 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 3,515 22.64 6,068 12.23
2025-08-14 13F Eventide Asset Management, Llc 7,842 0.10 14,333 -0.78
2025-08-26 NP QAOSWX - T. Rowe Price New America Growth Portfolio 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 4,442 32.40 8,120 31.23
2025-08-12 13F Tokio Marine Asset Management Co Ltd 920 8.75 1,682 7.76
2025-08-26 NP BUYZ - Franklin Disruptive Commerce ETF 22 144.44 40 150.00
2025-08-13 13F Rsm Us Wealth Management Llc 1,863 6.76 3,406 5.84
2025-05-22 NP AQGNX - AQR Global Equity Fund Class N 63 26.00 116 17.17
2025-08-14 13F Cubist Systematic Strategies, LLC Call 600 1,097
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 1,576 0.51 3,136 6.74
2025-08-14 13F Toroso Investments, LLC 18,629 40.33 34,053 39.10
2025-08-14 13F California State Teachers Retirement System 37,243 3.34 68,079 2.44
2025-08-14 13F Cubist Systematic Strategies, LLC Put 800 1,462
2025-08-29 13F Centaurus Financial, Inc. 367 0.82 1
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 4,492 2.51 8,211 1.61
2025-08-11 13F Dorsey Wright & Associates 2,709 0.89 4,952 0.00
2025-07-11 13F TrimTabs Asset Management, LLC 9,227 5.60 16,867 4.67
2025-08-18 13F Geneos Wealth Management Inc. 12 33.33 22 31.25
2025-08-29 NP STRV - Strive 500 ETF 437 17.16 799 16.16
2025-08-14 13F Principal Street Partners, LLC 112 205
2025-03-27 NP BlackRock ETF Trust - iShares Technology Opportunities Active ETF 61 24.49 114 17.53
2025-08-14 13F CoreCap Advisors, LLC 26 23.81 48 23.68
2025-08-12 13F Boreal Capital Management LLC 444 812
2025-08-14 13F Sunbelt Securities, Inc. 795 0.63 1,583 8.65
2025-08-26 NP IUSG - iShares Core S&P U.S. 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 19,258 1.87 35,203 0.98
2025-06-26 NP FUMIX - Fidelity SAI U.S. Momentum 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 9,447 19.49 18,797 26.90
2025-08-05 13F Simplex Trading, Llc Put 8,700 383.33 16 400.00
2025-08-07 13F Los Angeles Capital Management Llc 17,290 141.65 31,605 139.54
2025-08-05 13F Simplex Trading, Llc Call 8,700 16.00 16 15.38
2025-07-29 NP VRNIX - Vanguard Russell 1000 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 3,673 6.93 6,341 -2.15
2025-08-01 13F Motley Fool Asset Management LLC 1,623 11.16 2,967 10.18
2025-08-25 NP GCHDX - Gotham Hedged Core Fund Institutional Class Short -12 300.00 -22 320.00
2025-06-23 NP PPSFX - LargeCap Value Fund III R-3 87 4.82 173 11.61
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class 106 65.62 194 63.56
2025-06-26 NP ACWI - iShares MSCI ACWI 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 6,491 7.56 12,915 14.23
2025-08-14 13F Adage Capital Partners Gp, L.l.c. 23,800 11.74 43,505 10.76
2025-07-22 NP GSLC - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 29,288 3.29 50,559 -5.47
2025-07-31 13F Brighton Jones Llc 523 7.17 957 6.34
2025-06-27 NP HAPY - Harbor Corporate Culture Leaders ETF 27 54
2025-08-27 NP LGH - HCM Defender 500 Index ETF 138 22.12 252 21.15
2025-07-14 13F Clear Harbor Asset Management, LLC 237 59.06 433 58.03
2025-08-13 13F Walleye Capital LLC Put 1,900 5.56 3,473 4.64
2025-08-08 13F Crossmark Global Holdings, Inc. 1,223 4.80 2,236 3.86
2025-08-13 13F Walleye Capital LLC Call 900 1,645
2025-05-30 NP TQGEX - T. Rowe Price QM Global 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 177 84.38 326 70.68
2025-08-12 13F Franklin Resources Inc 208,292 2.40 380,749 1.50
2025-07-24 NP EUSA - iShares MSCI USA Equal Weighted 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 1,449 55.64 2,501 42.43
2025-07-25 NP SCHX - Schwab U.S. Large-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 24,558 3.94 42,394 -4.88
2025-07-28 13F Aegon Asset Management Uk Plc 151 0
2025-07-30 13F Brookstone Capital Management 199 364
2025-08-14 13F/A Skopos Labs, Inc. 138 100.00 252 98.43
2025-08-13 13F Federated Hermes, Inc. 18,694 52.42 34,172 51.08
2025-08-14 13F Susquehanna International Group, Llp Call 90,600 109.24 165,613 107.40
2025-08-08 13F Abn Amro Investment Solutions 191 11.70 349 10.79
2025-08-06 13F First Horizon Advisors, Inc. 155 216.33 283 214.44
2025-08-13 13F Md Sass Investors Services Inc 362 662
2025-07-29 13F Koshinski Asset Management, Inc. 432 8.54 790 7.63
2025-06-26 NP BlackRock ETF Trust - BlackRock U.S. Industry Rotation 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 33.33 24 43.75
2025-08-28 NP Acap Strategic Fund Short -65,981 33.17 -120,611 32.00
2025-08-14 13F Susquehanna International Group, Llp Put 187,400 309.17 342,560 305.58
2025-08-14 13F Susquehanna International Group, Llp 5,686 86.12 10,394 84.50
2025-07-28 NP SPXV - S&P 500 ex-Health Care ETF 15 7.14 26 -3.85
2025-06-27 NP EIVPX - Parametric Volatility Risk Premium - Defensive Fund Institutional Class 1,042 14.63 2,073 21.73
2025-06-26 NP IBALX - Transamerica Multi-Managed Balanced A 442 7.02 879 13.71
2025-08-14 13F Bank of Marin 165 302
2025-07-24 NP Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 2 3
2025-08-27 NP RYDEX VARIABLE TRUST - S&P 500 Pure Growth Fund Variable Annuity 193 10.29 353 9.32
2025-06-26 NP Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 2,140 137.78 4,258 152.49
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 31,166 93.45 53,801 77.04
2025-06-24 NP SWLVX - Schwab U.S. Large-Cap Value 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 116 0.87 231 6.98
2025-08-14 13F Horizon Investments, LLC 620 77.14 1,133 75.66
2025-07-29 NP VOOG - Vanguard S&P 500 Growth 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 15,368 2.97 26,529 -5.77
2025-08-14 13F Millennium Management Llc Put 1,900 3,473
2025-06-23 NP PPUMX - LargeCap Growth Fund I R-3 50,007 209.47 99,498 228.65
2025-07-24 NP FDFIX - Fidelity Flex 500 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 2,985 7.92 5,153 -1.25
2025-07-30 13F Whittier Trust Co Of Nevada Inc 7,151 3.62 13,072 2.71
2025-08-04 13F Emerald Advisers, Llc 472 1.29 863 0.35
2025-08-07 13F King Luther Capital Management Corp 13,441 224.19 24,570 221.37
2025-08-13 13F Jones Financial Companies Lllp 754 95.84 1,369 93.91
2025-08-13 13F Gibbs Wealth Management 136 249
2025-07-24 NP BlackRock Capital Appreciation Fund, Inc. - BLACKROCK CAPITAL APPRECIATION 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 20,122 34,736
2025-08-12 13F Mufg Securities Americas Inc. 540 25.00 987 23.99
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 134 16.52 245 15.09
2025-06-25 NP BFRE - Westwood LBRTY Global Equity ETF 5 10
2025-06-26 NP BLACKROCK FUNDS - iShares Russell Mid-Cap Index 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 4,097 1.06 8,152 7.32
2025-08-28 NP QCSTRX - Stock Account Class R1 11,708 43.67 21,402 42.41
2025-07-24 13F Standard Life Aberdeen plc 13,600 3.12 24,860 3.89
2025-08-08 13F SBI Securities Co., Ltd. 235 8.80 430 7.79
2025-08-19 13F Liontrust Investment Partners LLP 5,361 9,800
2025-08-22 NP FMDGX - Fidelity Mid 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 18,757 34.14 34,287 32.97
2025-08-12 13F Tocqueville Asset Management L.p. 204 373
2025-08-29 NP SPXUX - WisdomTree 500 Digital Fund N/A 6 200.00 11 233.33
2025-08-05 13F Machina Capital S.a.s. 243 7.52 444 6.73
2025-07-24 NP BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL 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 451 80.40 779 65.18
2025-06-18 NP RMYAX - Multi-Strategy Income Fund Class A 135 8.00 269 14.53
2025-08-26 NP IWS - iShares Russell Mid-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 6,127 7.68 11,200 6.73
2025-08-14 13F Hrt Financial Lp 2,380 4.75 4 0.00
2025-08-11 13F Alps Advisors Inc 844 12.99 1,543 11.98
2025-08-12 13F Bowen Hanes & Co Inc 30,220 0.73 55,241 -0.15
2025-06-30 NP TRFM - AAM Transformers ETF 216 31.71 430 39.74
2025-07-09 13F Westmount Partners, LLC 735 34.86 1,344 33.63
2025-08-13 13F Ako Capital Llp 153,273 1.73 280 1.08
2025-07-23 13F Shell Asset Management Co 6,577 4.02 12 9.09
2025-07-30 NP VUSE - Vident Core U.S. Equity Fund 2,146 9.16 3,705 -0.11
2025-08-07 13F Teachers Retirement System Of The State Of Kentucky 1,871 1.41 3 0.00
2025-08-27 NP VSLU - Applied Finance Valuation Large Cap ETF 233 14.22 426 13.03
2025-07-28 NP AVLC - Avantis U.S. Large Cap Equity ETF 218 25.29 376 14.63
2025-06-26 NP BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 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 4 8
2025-08-06 13F Andra AP-fonden 21,000 51.08 38,387 49.76
2025-08-13 13F West Family Investments, Inc. 279 510
2025-08-26 NP PRDMX - T. Rowe Price Diversified Mid-Cap Growth 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 26,723 36.18 48,849 34.99
2025-07-24 NP FSKGX - Fidelity Growth Strategies K6 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 8,700 33.85 15,019 22.49
2025-07-25 13F Fifth Third Wealth Advisors LLC 298 1.02 545 0.00
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 2,230 23.14 4,076 22.07
2025-08-14 13F Woodline Partners LP 2,633 23.15 4,813 22.10
2025-08-26 NP IRMAX - Voya RussellTM Mid Cap Index Portfolio Class ADV 1,941 2.05 3,548 1.17
2025-08-01 13F Fjarde Ap-fonden /fourth Swedish National Pension Fund 6,750 21.62 12 20.00
2025-08-26 NP EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB 2,475 5.95 4,524 5.04
2025-07-29 13F International Assets Investment Management, Llc 198 2.06 362 1.12
2025-08-08 13F Security Financial Services, INC. 196 14.62 358 13.65
2025-08-22 NP CVLC - Calvert US Large-Cap Core Responsible Index ETF 265 12.29 484 11.26
2025-08-14 13F Toronto Dominion Bank 10,316 14.85 18,856 13.84
2025-08-14 13F Alliance Wealth Advisors, LLC /UT 163 298
2025-06-23 NP PLFMX - LargeCap S&P 500 Index Fund R-3 4,300 2.23 8,556 8.57
2025-08-26 NP PHEFX - T. Rowe Price Hedged Equity Fund 5,021 52.94 9,178 51.60
2025-08-11 13F Pinnacle Wealth Planning Services, Inc. 124 227
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 28,576 3.32 52,236 2.41
2025-08-08 13F Larson Financial Group LLC 343 8.89 627 7.93
2025-08-01 13F Solstein Capital, LLC 68 277.78 124 275.76
2025-07-23 NP LMUSX - QS U.S. Large Cap Equity Fund Class FI 1,148 11.56 1,982 2.06
2025-07-28 NP AVUQ - Avantis U.S. Quality ETF 3 5
2025-07-22 13F DAVENPORT & Co LLC 786 1.03 1,437 0.14
2025-07-31 13F Resonant Capital Advisors, LLC 338 5.96 618 4.93
2025-07-18 13F Truist Financial Corp 3,194 15.43 5,838 14.38
2025-05-15 13F Rakuten Investment Management, Inc. 2,230 60.09 4,093 53.03
2025-08-08 13F Geode Capital Management, Llc 712,699 1.99 1,299,727 1.00
2025-07-29 NP VFTNX - Vanguard FTSE Social 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 12,570 0.76 21,699 -7.79
2025-08-28 NP MODL - VictoryShares WestEnd U.S. Sector ETF 361 8.73 660 7.68
2025-08-13 13F Hsbc Holdings Plc 45,221 16.93 82,473 15.87
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 658 33.47 1,309 41.82
2025-08-15 13F Equitable Holdings, Inc. 696 1,272
2025-06-27 NP THNQ - ROBO Global(R) Artificial Intelligence ETF 1,396 51.90 2,778 61.36
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 130 3.17 224 -5.49
2025-08-04 13F Atria Investments Llc 4,370 0.30 7,988 -0.58
2025-08-26 NP JGRO - JPMorgan Active Growth ETF 6,579 13.18 12,026 12.18
2025-06-24 NP FGSAX - Federated MDT Mid 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 7,679 6.55 15,279 13.15
2025-07-10 13F Swedbank AB 12,205 0.83 22,310 -0.06
2025-08-14 13F Aprio Wealth Management, LLC 148 0.68 271 0.00
2025-08-13 13F Ycg, Llc 31,108 19.11 56,864 18.07
2025-08-13 13F Congress Wealth Management LLC / DE / 5,316 513.15 9,718 507.38
2025-08-26 NP SBRAX - Segall Bryant & Hamill All Cap Fund Retail Class 1,021 2.82 1,866 1.91
2025-08-18 NP PACIFIC SELECT FUND - Equity Index Portfolio Class I 2,466 3.48 4,508 2.57
2025-08-27 NP Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 92 48.39 168 47.37
2025-07-25 13F Ofi Invest Asset Management 55 57.14 86 44.07
2025-07-25 NP AFMC - First Trust Active Factor Mid 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 169 27.07 292 16.40
2025-07-21 13F Qrg Capital Management, Inc. 401 1.52 733 0.69
2025-08-14 13F Scientech Research LLC 1,181 2,159
2025-08-29 NP QMOM - Alpha Architect U.S. Quantitative Momentum ETF 3,842 21.89 7,023 20.84
2025-08-26 NP WPSGX - AB Concentrated Growth Fund Advisor Class 16,838 6.27 30,779 5.34
2025-08-29 NP TMDIX - AMG TimesSquare Mid Cap Growth Fund Class Z 7,710 13.72 14,094 12.72
2025-08-29 NP MFUS - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 180 9.09 329 8.22
2025-05-23 NP TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 662 52.89 1,221 41.53
2025-08-14 13F RMB Capital Management, LLC 22,154 19.40 40,496 18.35
2025-07-28 13F Bridges Investment Management Inc 436 0.46 797 -0.50
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 743,597 1.53 1,359,266 0.64
2025-08-27 13F/A Brinker Capital Investments, LLC 751 16.43 1,373 15.39
2025-06-27 NP OTTRX - Otter Creek Long/Short Opportunity Fund Institutional Class Short -126 -84.25 -251 -84.32
2025-07-10 13F Contravisory Investment Management, Inc. 697 50.22 1,274 49.01
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 7,007 28.97 12,809 28.20
2025-08-29 NP QGRW - WisdomTree U.S. Quality Growth Fund N/A 3,314 56.54 6,058 55.15
2025-06-24 NP SWLGX - Schwab U.S. Large-Cap Growth 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 2,359 4.84 4,694 11.34
2025-06-26 NP FSMDX - Fidelity Mid 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 79,894 6.75 158,963 13.37
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 174 318
2025-08-01 13F Transcend Wealth Collective, Llc 287 525
2025-08-11 NP CMEUX - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 10,102 2.28 18,466 1.38
2025-07-29 NP TMFE - Motley Fool Capital Efficiency 100 Index ETF 372 31.91 642 20.90
2025-08-08 13F Canada Post Corp Registered Pension Plan 380 695
2025-08-06 13F Thompson Siegel & Walmsley Llc 300 1
2025-07-23 13F Sachetta, LLC 6 50.00 11 42.86
2025-08-28 NP IWP - iShares Russell Mid-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 127,480 7.62 233,028 6.68
2025-06-24 NP MXCCX - Federated Max-Cap Index Fund Class C 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 107 9.18 213 15.85
2025-07-29 NP Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 22 37.50 38 23.33
2025-08-05 13F Geneva Capital Management Llc 8,073 10.36 14,757 9.39
2025-08-08 13F TimesSquare Capital Management, LLC 23,464 10.87 42,891 9.90
2025-07-17 13F V-Square Quantitative Management LLC 616 11.80 1,126 10.83
2025-08-26 NP WFEIX - Wells Fargo Enterprise Fund Institutional Class 5,628 85.38 10,288 83.76
2025-06-25 NP IWLG - IQ Winslow Large Cap Growth ETF 1,208 111.19 2,404 124.37
2025-07-21 13F Cromwell Holdings LLC 78 5.41 143 4.41
2025-08-26 NP QAAGRX - T. Rowe Price Moderate Allocation Portfolio 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 95 5.56 174 4.85
2025-06-26 NP FLCPX - Fidelity SAI U.S. Large 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 7,319 0.70 14,562 6.94
2025-08-05 13F Tredje AP-fonden 2,085 4.25 3,811 3.34
2025-07-29 NP Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF 1,375 3.62 2,374 -5.19
2025-08-14 13F Arete Wealth Advisors, LLC 207 32.69 0
2025-08-12 13F Magnetar Financial LLC 137 250
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 341 3.65 623 2.81
2025-07-31 13F Asset Management One Co., Ltd. 16,805 2.73 30,719 1.83
2025-06-26 NP LRGF - iShares Edge MSCI Multifactor USA 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 5,447 3.07 10,838 9.45
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 5,604 27.36 10,244 26.24
2025-08-15 13F Kestra Advisory Services, LLC 766 15.36 1,400 14.38
2025-07-30 13F Phoenix Holdings Ltd. 161 28.80 294 27.27
2025-08-25 NP CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I 1,903 89.73 3,479 88.10
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 6,443 12.74 12,820 19.73
2025-08-14 13F Square Wave Capital, LLC 8,284 3.34 15,143 2.44
2025-04-29 13F PBCay One RSC Ltd 21,400 39,465
2025-07-21 13F J. Safra Sarasin Holding AG 2,102 300.38 3,842 296.90
2025-08-04 13F Pinnacle Associates Ltd 177 3.51 324 2.54
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Ultra Fund Standard Class 10,767 5.31 19,682 4.39
2025-08-28 NP TOPC - iShares S&P 500 3% Capped ETF 5 9
2025-07-25 13F JustInvest LLC 3,732 3.35 6,824 2.46
2025-08-25 NP MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class 1,148 10.60 2,098 9.61
2025-08-14 13F Alliancebernstein L.p. 211,947 16.11 387,431 15.09
2025-08-13 13F Bare Financial Services, Inc 1 2
2025-08-25 NP MMBDX - MassMutual Premier Balanced Fund Class A 37 68
2025-08-26 NP GAFCX - Virtus AlphaSimplex Global Alternatives Fund Class C 97 212.90 177 210.53
2025-07-17 13F KG&L Capital Management,LLC 473 40.77 865 39.58
2025-08-28 NP BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A 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 400 -21
2025-08-29 NP BIAGX - Brown Advisory Growth Equity Fund Investor Shares 8,230 15,044
2025-05-28 NP PACIFIC SELECT FUND - Hedged Equity Portfolio Class P 352 66.04 649 53.79
2025-07-22 13F Bay Harbor Wealth Management, LLC 1 2
2025-08-05 13F Hutchens & Kramer Investment Management Group, LLC 243 36.52 448 36.28
2025-08-25 NP Stock Portfolio - Stock Portfolio 5,242 99.70 9,582 97.98
2025-08-06 13F Resona Asset Management Co.,Ltd. 9,064 3.64 16,553 2.71
2025-08-11 13F Vanguard Group Inc 2,997,525 1.18 5,479,356 0.30
2025-08-18 13F/A Hudson Bay Capital Management LP 19,002 34,735
2025-04-28 NP GBATX - GMO Strategic Opportunities Allocation Fund Class III 0 -100.00 0 -100.00
2025-08-14 13F Akre Capital Management Llc 9,148 16,722
2025-08-13 13F Walleye Trading LLC Put 20,000 1,900.00 36,559 1,882.59
2025-08-20 NP QHFRX - AQR MS Fusion HV Fund Class R6 7 13
2025-07-25 13F NorthRock Partners, LLC 141 1.44 258 0.39
2025-08-12 13F Zacks Investment Management 338 0.60 618 -0.16
2025-06-26 NP BlackRock Funds II - BlackRock Dynamic High Income Portfolio 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 45 90
2025-08-13 13F Walleye Trading LLC Call 14,500 184.31 26,505 181.82
2025-08-14 13F Voya Investment Management Llc 38,097 5.24 69,640 4.32
2025-08-28 NP SPYG - SPDR(R) Portfolio S&P 500 Growth 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 32,839 4.56 60,028 3.64
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 635 12.79 1,161 11.75
2025-06-27 NP CTOGX - Calamos Timpani SMID Growth Fund Class R6 328 30.16 653 38.14
2025-08-12 13F Swiss National Bank 73,900 7.57 135,086 6.62
2025-06-27 NP HIBL - Direxion Daily S&P 500(R) High Beta Bull 3X Shares 139 8.59 277 8.24
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class 1,070 0.56 1,956 -0.36
2025-08-27 NP CGJAX - Calvert US Large-Cap Growth Responsible Index Fund Class A 584 8.35 1,068 7.34
2025-08-28 NP TPLC - Timothy Plan US Large Cap Core ETF 476 23.00 870 22.02
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 5,157 1.02 8,902 -7.55
2025-07-25 NP URTH - iShares MSCI World 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 1,659 6.14 2,864 -2.88
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 5,970 6.91 10,913 5.97
2025-07-15 13F Burns Matteson Capital Management, LLC 418 16.11 764 15.23
2025-08-27 NP Eaton Vance Enhanced Equity Income Fund 5,780 97.88 10,566 96.16
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 11,748 0.73 21,475 -0.16
2025-07-22 NP GUSA - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 806 0.25 1,391 -8.25
2025-08-13 13F OMERS ADMINISTRATION Corp 2,606 13.01 4,764 12.02
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 137 11.38 250 10.62
2025-08-14 13F Citadel Advisors Llc Put 54,300 25.40 99,258 24.30
2025-08-08 13F Pnc Financial Services Group, Inc. 4,071 35.52 7,442 34.34
2025-08-14 13F Citadel Advisors Llc Call 51,800 5.28 94,688 4.36
2025-06-26 NP TIEIX - TIAA-CREF Equity Index Fund Institutional Class 20,622 3.93 41,031 10.37
2025-07-09 13F First Bank & Trust 574 1,049
2025-08-14 13F Daiwa Securities Group Inc. 6,719 7.83 12 9.09
2025-08-14 13F Heard Capital LLC 104,724 9.93 191,431 8.96
2025-06-24 NP QLC - FlexShares US Quality Large Cap 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 1,113 19.29 2,215 26.66
2025-08-04 13F Strs Ohio 5,868 10.72 10,726 9.74
2025-07-17 13F Janney Montgomery Scott LLC 4,139 0.36 8 0.00
2025-06-26 NP NWCAX - Nuveen Winslow Large-Cap Growth Fund Class A This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9,225 28.75 18,355 36.73
2025-04-24 NP CBSAX - Columbia Mid Cap Growth Fund Class A 25,112 205.31 47,370 142.50
2025-07-25 13F We Are One Seven, LLC 150 274
2025-08-11 13F Symphony Financial, Ltd. Co. 10,968 20,049
2025-08-14 13F Snowden Capital Advisors LLC 726 9.83 1,327 8.95
2025-08-12 13F American Century Companies Inc 397,389 2.79 726,411 1.88
2025-08-26 NP INGIX - Voya U.S. Stock Index Portfolio Class I 1,977 5.22 3,614 4.27
2025-08-14 13F Quantinno Capital Management LP 5,639 4.14 10,310 3.22
2025-07-29 NP VADCX - Invesco Equally-weighted S&p 500 Fund Class C 7,156 12.06 12,353 2.55
2025-08-05 13F Westside Investment Management, Inc. 14 26
2025-06-26 NP BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION 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 4,186 131.40 8,329 145.74
2025-08-12 13F Stevens Capital Management Lp 440 1
2025-07-02 13F Central Pacific Bank - Trust Division 444 26.50 812 25.35
2025-08-14 13F Financial Advisors Network, Inc. 2,109 12.96 3,855 11.97
2025-08-28 NP BlackRock Series Fund, Inc. - BlackRock Capital Appreciation Portfolio 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 1,649 3,014
2025-08-29 NP Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 526 2.94 962 2.02
2025-08-26 NP Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2 212 116.33 388 115.00
2025-07-31 13F Rational Advisors Llc 36 66
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 3,621 4.32 6,619 3.41
2025-07-11 13F Global X Japan Co., Ltd. 5 9
2025-08-13 13F Silvant Capital Management LLC 33,002 4.79 60,326 3.87
2025-08-13 13F Capital International Investors 75,149 0.35 137,369 -0.54
2025-08-07 13F Freemont Management S.A. 6,700 415.38 12,247 410.93
2025-08-06 13F Achmea Investment Management B.V. 874 8.98 2 0.00
2025-08-13 13F Natixis 1,147 2,097
2025-08-13 13F Kilter Group LLC 2 4
2025-08-13 13F Norges Bank 200,131 365,831
2025-08-07 13F Varma Mutual Pension Insurance Co 4,100 2.50 7,495 1.60
2025-08-20 NP QCFIX - AQR CVX Fusion Fund Class I 9 16
2025-08-12 13F Fortis Capital Management LLC 3,518 9.32 6,431 8.38
2025-04-01 NP AIBU - Direxion Daily AI and Big Data Bull 2X Shares 147 110.00 275 97.84
2025-07-28 NP Invesco Exchange-Traded Fund Trust II - Invesco Nasdaq Free Cash Flow Achievers ETF 140 7.69 242 -1.63
2025-07-28 13F Rheos Capital Works Inc. 12,100 22
2025-08-27 NP Brighthouse Funds Trust II - BlackRock Capital Appreciation Portfolio Class A 11,221 20,512
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 116 10.48 212 9.84
2025-08-29 NP NTSX - WisdomTree 90/60 U.S. Balanced Fund N/A 470 1.08 859 0.23
2025-07-29 NP PTL - Inspire 500 ETF 564 17.26 974 7.28
2025-08-13 13F Solidarilty Wealth, LLC 7,918 57.70 14,474 56.31
2025-08-04 13F Simon Quick Advisors, Llc 206 40.14 377 38.75
2025-08-27 NP RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 38 280.00 69 283.33
2025-06-30 NP PBP - Invesco S&P 500 BuyWrite 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 73 14.06 145 21.85
2025-08-13 13F Mount Yale Investment Advisors, LLC 258 472
2025-08-26 NP PRCOX - T. Rowe Price U.S. Equity Research 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 16,841 65.46 30,785 64.02
2025-06-30 NP QDPL - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 378 20.77 752 28.33
2025-06-23 NP PPQMX - MidCap Growth Fund III R-3 1,156 6.06 2,300 12.63
2025-08-07 13F S&co Inc 130 0
2025-08-14 13F Bayesian Capital Management, LP 468 855
2025-08-14 13F Capstone Investment Advisors, Llc 5,221 9,544
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 104 10.64 207 17.05
2025-08-14 13F UBS Group AG 84,899 24.10 155,192 23.01
2025-07-14 13F Tran Capital Management, L.p. 10,491 753.62 19,178 746.29
2025-07-25 13F Apollon Wealth Management, LLC 696 192.44 1,272 190.41
2025-08-14 13F Benjamin Edwards Inc 479 2.35 876 1.39
2025-04-24 13F Fulcrum Asset Management LLP Put 0 909
2025-07-30 13F Whittier Trust Co 14,091 2.45 25,758 1.55
2025-08-29 NP BAFMX - Brown Advisory Mid-Cap Growth Fund Institutional Shares 641 34.95 1,172 33.83
2025-08-14 13F Bank Of America Corp /de/ 195,012 23.44 356,475 22.35
2025-06-27 NP BIVIX - Invenomic Fund Institutional Class shares Short -11,008 9.07 -21,902 15.83
2025-08-20 NP RGLO - Global Equity Active ETF 231 422
2025-06-24 NP BBUS - JPMorgan BetaBuilders U.S. Equity ETF 2,048 0.64 4,075 6.87
2025-08-14 13F/A Barclays Plc Call 600 1
2025-07-31 13F Quest Partners LLC 306 512.00 559 507.61
2025-08-26 NP EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 344 5.20 629 4.15
2025-08-26 NP QCEQRX - Equity Index Account Class R1 12,363 20.74 22,599 19.69
2025-07-24 13F CWM Advisors, LLC 2,445 2.47 4,469 1.57
2025-06-30 NP XRMI - Global X S&P 500 Risk Managed Income ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., 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 25 31.58 50 40.00
2025-06-23 NP SIZE - iShares Edge MSCI USA Size Factor 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 248 7.36 493 14.12
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 11,591 0.22 23,062 6.43
2025-08-07 13F Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 47,066 7.96 86,035 7.01
2025-08-13 13F Capital World Investors 82,961 151,649
2025-09-04 13F/A Advisor Group Holdings, Inc. 1,166 12.55 2,132 11.62
2025-05-29 NP JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) 715 57.84 1,319 46.28
2025-07-11 13F IFM Investors Pty Ltd 4,745 3.35 8,674 2.45
2025-08-26 NP FLQM - Franklin LibertyQ U.S. Mid Cap Equity ETF 9,555 41.83 17,466 40.58
2025-07-22 13F Net Worth Advisory Group 177 4.73 323 3.86
2025-08-14 13F Newbrook Capital Advisors LP 18,063 33,018
2025-07-22 13F Petros Family Wealth, LLC 190 347
2025-07-30 13F Schaper Benz & Wise Investment Counsel Inc/wi 1,069 0.28 1,955 -0.61
2025-08-13 13F Korea Investment CORP 27,704 39.81 50,642 38.58
2025-08-12 13F Ensign Peak Advisors, Inc 18,490 19.71 33,799 18.66
2025-08-13 13F Northwest & Ethical Investments L.P. 400 727
2025-08-28 NP XSW - SPDR(R) S&P(R) Software & 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 1,975 4.66 3,610 3.77
2025-08-25 NP LDVCX - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares 326 4.15 596 3.12
2025-08-25 NP Eaton Vance Enhanced Equity Income Fund Ii 7,767 41.04 14,198 39.80
2025-08-08 13F Hartland & Co., LLC 93 29.17 170 28.79
2025-08-14 13F Man Group plc 50,800 88.04 92,860 86.39
2025-08-26 NP RMDAX - AllianzGI Mid-Cap Fund A 5,060 9.59 9,249 8.63
2025-07-25 13F Oregon Public Employees Retirement Fund 2,102 0.53 3,842 -0.36
2025-07-23 13F Indiana Trust & Investment Management CO 11 20
2025-07-31 13F CVA Family Office, LLC 15 7.14 27 8.00
2025-08-27 NP VFINX - Vanguard 500 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 690,330 1.84 1,261,896 0.95
2025-07-28 13F Harbour Investments, Inc. 14 16.67 26 13.64
2025-08-26 NP IRGJX - Voya RussellTM Mid Cap Growth Index Portfolio Class I 6,402 4.97 11,703 4.05
2025-08-12 13F Nuveen, LLC 76,474 22.78 139,791 21.70
2025-08-11 13F Westpac Banking Corp 486 406.25 888 401.69
2025-08-14 13F Siemens Fonds Invest GmbH 343 21.63 627 20.38
2025-06-24 NP JMOM - JPMorgan U.S. Momentum Factor ETF 2,581 15.17 5,135 22.32
2025-07-29 13F Barlow Wealth Partners, Inc. 4,857 1.67 8,951 -4.03
2025-08-26 NP IWB - iShares Russell 1000 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 17,191 0.66 31,424 -0.23
2025-08-11 13F Dorsey & Whitney Trust CO LLC 192 48.84 351 47.68
2025-06-26 NP SEEKX - Steward Large Cap Enhanced Index Fund Class A 106 1,666.67 211 1,809.09
2025-07-07 13F Teamwork Financial Advisors, LLC 855 1,563
2025-06-27 NP CVGRX - Calamos Growth Fund Class A 1,140 6.84 2,268 13.46
2025-06-24 NP Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 1 2
2025-07-23 13F Vontobel Holding Ltd. Call 200 366
2025-07-23 13F Vontobel Holding Ltd. 860 25.73 1,572 24.66
2025-07-23 13F Vontobel Holding Ltd. Put 500 914
2025-07-30 13F Bogart Wealth, LLC 1 2
2025-07-08 13F Nbc Securities, Inc. 1 0
2025-08-12 13F Bowie Capital Management, LLC 71,656 13.55 130,984 12.55
2025-08-06 13F Texas Yale Capital Corp. 152 278
2025-08-26 NP GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Growth Opportunities Fund Service 838 12.79 1,532 11.75
2025-06-23 NP LGPIX - Large-cap Growth Profund Investor Class 52 116.67 103 134.09
2025-08-26 NP EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 129 4.88 236 3.98
2025-06-27 NP AAARX - Strategic Allocation: Aggressive Fund R Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 542 29.36 1,078 37.32
2025-07-16 13F Congress Asset Management Co /ma 48,778 261.16 89,164 257.99
2025-07-30 13F Ethic Inc. 3,057 0.69 5,553 -2.13
2025-06-27 NP TWHIX - Heritage Fund Investor Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 69,830 28.85 138,939 36.84
2025-08-05 13F Optivise Advisory Services LLC 217 17.93 396 16.86
2025-08-11 13F TD Waterhouse Canada Inc. 195 529.03 359 529.82
2025-03-31 NP FDMO - Fidelity Momentum 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 1,773 45.69 3,322 127.78
2025-08-06 13F Asahi Life Asset Management Co., Ltd. 222 406
2025-08-14 13F Sompo Japan Nipponkoa Asset Management Co.,ltd. 520 8.33 951 7.34
2025-07-31 13F Cabot Wealth Management Inc 2,079 0.82 3,800 -0.05
2025-06-24 NP MLAAX - MainStay Large Cap Growth Fund Class A 140,792 86.25 280,131 97.80
2025-08-13 13F Vinva Investment Management Ltd 1,530 17.96 2,779 16.72
2025-06-24 NP FRSGX - Franklin Small-mid Cap Growth Fund Class A 43,468 2.84 86,487 9.21
2025-07-30 NP GDE - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 57 137.50 98 117.78
2025-07-22 NP GGUS - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 277 9.92 478 0.63
2025-08-14 13F Price T Rowe Associates Inc /md/ 920,716 11.80 1,683 10.87
2025-08-27 NP VIMSX - Vanguard Mid-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 510,388 2.17 932,969 1.27
2025-08-28 NP INDEX - S&P 500(R) Equal Weight No Load Shares 66 3.12 121 1.69
2025-07-29 NP NELAX - Nuveen Equity Long/Short Fund Class A This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value Short -210 -6.67 -363 -14.62
2025-08-11 13F Wbi Investments, Inc. 208 381
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y 57 14.00 104 13.04
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 543 6.05 993 5.08
2025-08-14 13F Summit Trail Advisors, Llc 256 468
2025-08-14 13F Aristeia Capital Llc 217 95.50 397 94.12
2025-07-11 13F/A Financiere des Professionnels - Fonds d,investissement inc. 137 250
2025-08-13 13F Arizona State Retirement System 7,137 1.35 13,046 0.46
2025-07-22 13F IMC-Chicago, LLC Call 32,200 187.50 58,860 184.98
2025-08-14 13F Peak6 Llc Call 1,100 1,000.00 2,011 992.39
2025-07-29 13F Private Trust Co Na 36 33.33 66 32.65
2025-08-13 13F Green Harvest Asset Management LLC 315 0.64 576 -0.35
2025-08-14 13F Peak6 Llc Put 18,100 686.96 33,086 680.15
2025-06-23 NP CMNWX - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A 24,149 28.68 48,049 36.66
2025-08-13 13F Russell Investments Group, Ltd. 26,734 4.64 48,853 3.71
2025-06-30 NP EGLE - Global X S&P 500 U.S. Revenue Leaders ETF 4 8
2025-08-12 13F Journey Strategic Wealth Llc 607 4.84 1,110 3.94
2025-08-12 13F DnB Asset Management AS 4,384 4.78 8,014 3.86
2025-07-22 13F IMC-Chicago, LLC Put 39,600 266.67 72,387 263.46
2025-07-29 NP SPUS - SP Funds S&P 500 Sharia Industry Exclusions ETF 944 21.03 1,630 10.74
2025-08-28 NP ALVOX - Alger Capital Appreciation Portfolio Class S 1,643 755.73 3,003 748.31
2025-06-30 NP PEVC - Pacer PE/VC ETF 2 4
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 16,963 109.94 31,008 108.10
2025-08-18 NP PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I 3,054 5,583
2025-05-15 13F Texas Permanent School Fund 3,590 7,143
2025-07-30 13F Pittenger & Anderson Inc 783 33.39 1,431 32.26
2025-07-31 13F Kornitzer Capital Management Inc /ks 4,610 8,427
2025-07-29 13F Koa Wealth Management, LLC 1,777 73.37 3,248 71.85
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 458 837
2025-08-26 NP Profunds - Profund Vp Large-cap Growth 32 18.52 58 18.37
2025-08-25 NP GEFPX - Gotham Enhanced 500 Plus Fund Institutional Class Short -4 -20.00 -7 -22.22
2025-08-14 13F Group One Trading, L.p. Put 2,100 250.00 3,839 247.02
2025-08-14 13F Group One Trading, L.p. Call 3,600 140.00 6,581 137.89
2025-08-15 13F Morgan Stanley 509,241 12.41 930,878 11.43
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 8,895 74.93 16,503 75.98
2025-08-27 NP Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 274 10.04 501 8.93
2025-08-12 13F MAI Capital Management 140 145.61 256 143.81
2025-06-26 NP ACVF - American Conservative Values ETF 203 2.01 404 8.33
2025-08-12 13F Segall Bryant & Hamill, Llc 13,978 5.44 25,551 4.51
2025-08-28 NP XLK - The Technology Select Sector SPDR Fund 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 193,489 1.56 353,690 0.67
2025-08-15 13F Keel Point, LLC 120 219
2025-05-23 NP TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial 2,509 53.83 4,627 42.47
2025-07-16 13F Patton Fund Management, Inc. 122 223
2025-07-30 NP OGIG - ALPS | O'Shares Global Internet Giants ETF Shares 760 11.76 1,312 2.26
2025-08-14 13F Janus Henderson Group Plc 7,976 2.51 14,568 2.31
2025-08-26 NP GFSYX - Strategic Alternatives Fund Institutional 42 55.56
2025-07-29 NP BIBL - Inspire 100 ETF 2,216 6.59 3,825 -2.45
2025-08-08 13F Tortoise Investment Management, LLC 1 2
2025-08-05 13F South Dakota Investment Council 301 1
2025-08-06 13F Penserra Capital Management LLC 132 12.82 0
2025-08-07 13F Vise Technologies, Inc. 523 36.91 956 25.79
2025-06-26 NP FLCOX - Fidelity Large 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 1,574 6.86 3,132 13.48
2025-08-11 13F Nomura Asset Management Co Ltd 24,050 64.57 43,962 63.12
2025-08-11 13F CBIZ Investment Advisory Services, LLC 2 4
2025-06-26 NP ACAAX - Alger Capital Appreciation Fund Class A 372 740
2025-08-14 13F SummitTX Capital, L.P. 193 353
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 94 10.59 172 9.62
2025-08-18 NP Advantage Advisers Xanthus Fund, L.l.c. Short -19,142 35.43 -34,991 34.24
2025-04-25 NP QVML - Invesco S&P 500 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 737 33.76 1,390 95.77
2025-08-20 NP QNZNX - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 66 186.96 121 185.71
2025-08-14 13F Integrated Wealth Concepts LLC 598 28.60 1,094 27.54
2025-07-25 NP CWGIX - CAPITAL WORLD GROWTH & INCOME FUND Class A This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 30,650 52,910
2025-08-08 13F Credit Capital Investments LLC 300 548
2025-03-27 NP NUMG - Nuveen ESG Mid-Cap Growth ETF This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8,553 9.94 16,025 3.34
2025-08-26 NP GEIZX - Growth Equity Index Fund Investor 214 7.00 391 6.25
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 35,100 9.04 60,592 -0.21
2025-08-26 NP SPFFX - Sphere 500 Climate Fund 19 18.75 35 17.24
2025-08-13 13F VestGen Advisors, LLC 552 401.82 1,009 399.50
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Capital Appreciation 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 503 919
2025-07-16 13F Twelve Points Wealth Management LLC 116 0.87 212 0.00
2025-08-14 13F Canada Pension Plan Investment Board 12,323 90.61 22,526 88.94
2025-07-24 NP FPKFX - Fidelity Puritan K6 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 2,379 12.80 4,107 3.22
2025-08-07 13F Prescott Group Capital Management, L.l.c. 2,217 3.16 4,053 2.25
2025-07-28 NP VCULX - Growth Fund 7,689 1,846.58 13,273 1,681.61
2025-08-26 NP GARP - iShares Factors US Growth Style 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 467 55.15 854 53.69
2025-08-13 13F California Public Employees Retirement System 41,987 2.55 76,751 1.65
2025-08-27 NP Nuveen Core Equity Alpha Fund This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 70 250.00 128 252.78
2025-07-18 13F PFG Investments, LLC 349 638
2025-08-08 13F Biondo Investment Advisors, LLC 6,577 4.78 12,022 3.86
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 30 20.00 55 17.39
2025-08-28 NP New Age Alpha Funds Trust - NAA Allocation Fund Class C 317 2.92 579 1.94
2025-08-14 13F State Street Corp 1,083,410 1.22 1,980,430 0.33
2025-07-28 NP UPRO - ProShares UltraPro S&P500 1,203 9.07 2,077 -0.19
2025-07-28 NP AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Capital Appreciation Fund Class A 12,751 22,012
2025-08-13 13F Invesco Ltd. 225,497 21.39 412,199 20.33
2025-07-11 13F Shelton Wealth Management, Llc Call 200 366
2025-08-01 13F Envestnet Asset Management Inc 47,729 20.74 87,247 19.68
2025-08-14 13F Colony Group, LLC 43,396 0.57 79,327 -0.31
2025-03-27 NP SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 120 2,900.00 225 3,100.00
2025-07-16 13F Beaumont Financial Advisors, LLC 335 0.30 612 -0.49
2025-08-08 13F Banco Bilbao Vizcaya Argentaria, S.a. 9,225 1.60 16,859 0.69
2025-08-13 13F Baird Financial Group, Inc. 2,668 13.87 4,877 12.87
2025-06-24 NP MYSPX - MainStay MacKay S&P 500 Index Fund Investor Class 755 1.07 1,502 7.36
2025-07-28 NP SPGEX - Symmetry Panoramic Global Equity Fund Class I Shares 339 334.62 585 336.57
2025-08-11 13F Brown Brothers Harriman & Co 280 6.06 512 5.14
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 11,158 1.58 22,201 7.88
2025-06-18 NP RGEAX - Global Equity Fund Class A 1,198 8.91 2,384 15.68
Other Listings
MX:FICO1
IT:1FICO € 1,232.50
US:FICO US$ 1,531.99
DE:FRI € 1,295.50
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