2025-08-12 |
13F |
Dynamic Technology Lab Private Ltd
|
|
|
|
12,894 |
51.46 |
479 |
61.82 |
|
2025-08-12 |
13F |
WealthTrak Capital Management LLC
|
|
|
|
5 |
|
0 |
|
|
2025-08-12 |
13F |
O'shaughnessy Asset Management, Llc
|
|
|
|
25,064 |
16.04 |
931 |
24.13 |
|
2025-06-26 |
NP |
KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
122 |
5.17 |
4 |
33.33 |
|
2025-06-26 |
NP |
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class
|
|
|
|
612,946 |
10.24 |
21,937 |
16.80 |
|
2025-06-30 |
NP |
PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF
|
|
|
|
12,401 |
|
444 |
|
|
2025-08-26 |
NP |
Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF
|
|
|
|
477 |
|
18 |
|
|
2025-08-08 |
13F |
Larson Financial Group LLC
|
|
|
|
295 |
656.41 |
11 |
900.00 |
|
2025-08-13 |
13F |
Centiva Capital, LP
|
|
|
|
10,846 |
3.33 |
403 |
10.44 |
|
2025-08-27 |
NP |
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A
|
|
|
|
20,966 |
|
779 |
|
|
2025-07-25 |
13F |
CBOE Vest Financial, LLC
|
|
|
|
30,862 |
|
1,147 |
|
|
2025-08-25 |
NP |
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class
|
|
|
|
3,693 |
|
137 |
|
|
2025-08-22 |
NP |
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A
|
|
|
|
4,440 |
3.11 |
165 |
10.07 |
|
2025-06-26 |
NP |
TSMOX - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class
|
|
|
|
96,610 |
5.03 |
3,458 |
11.26 |
|
2025-08-28 |
NP |
SLYG - SPDR(R) S & P 600 Small Cap Growth ETF
|
|
|
|
32,405 |
|
1,204 |
|
|
2025-08-15 |
13F |
Tower Research Capital LLC (TRC)
|
|
|
|
3,166 |
79.89 |
118 |
91.80 |
|
2025-08-13 |
13F |
Cerity Partners LLC
|
|
|
|
24,139 |
|
897 |
|
|
2025-08-14 |
13F |
Price T Rowe Associates Inc /md/
|
|
|
|
24,113 |
14.63 |
1 |
|
|
2025-08-28 |
NP |
SPSM - SPDR(R) Portfolio Small Cap ETF
|
|
|
|
248,918 |
|
9,247 |
|
|
2025-06-26 |
NP |
CRSSX - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares
|
|
|
|
11,800 |
|
422 |
|
|
2025-08-12 |
13F |
Franklin Resources Inc
|
|
|
|
21,765 |
6.21 |
809 |
13.48 |
|
2025-06-23 |
NP |
SGPIX - Small-cap Growth Profund Investor Class
|
|
|
|
40 |
|
1 |
|
|
2025-08-29 |
NP |
DON - WisdomTree U.S. MidCap Dividend Fund N/A
|
|
|
|
299,416 |
1.29 |
11,123 |
8.30 |
|
2025-06-26 |
NP |
DFSV - Dimensional US Small Cap Value ETF
|
|
|
|
330,156 |
14.96 |
11,816 |
21.80 |
|
2025-07-28 |
NP |
AVMC - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
630 |
17.54 |
22 |
22.22 |
|
2025-08-04 |
13F |
Arkadios Wealth Advisors
|
|
|
|
8,637 |
0.37 |
321 |
7.02 |
|
2025-08-29 |
NP |
JAEWX - Small Cap Index Trust NAV
|
|
|
|
5,570 |
10.25 |
207 |
17.71 |
|
2025-07-28 |
NP |
AVLC - Avantis U.S. Large Cap Equity ETF
|
|
|
|
544 |
38.42 |
19 |
46.15 |
|
2025-08-26 |
NP |
XJR - iShares ESG Screened S&P Small-Cap ETF
|
|
|
|
2,236 |
|
83 |
|
|
2025-08-13 |
13F |
Rsm Us Wealth Management Llc
|
|
|
|
30,393 |
|
1,120 |
|
|
2025-06-17 |
NP |
MMSMX - Multi-Manager U.S. Small Cap Equity Fund Class P Shares
|
|
|
|
35,418 |
16.57 |
1,268 |
23.49 |
|
2025-08-13 |
13F |
Victory Capital Management Inc
|
|
|
|
164,585 |
|
6,114 |
|
|
2025-06-25 |
NP |
FAB - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
7,386 |
|
264 |
|
|
2025-08-14 |
13F |
Quarry LP
|
|
|
|
1,452 |
|
54 |
|
|
2025-08-26 |
NP |
SDVY - First Trust SMID Cap Rising Dividend Achievers ETF
|
|
|
|
500,521 |
|
18,594 |
|
|
2025-07-17 |
13F |
CWA Asset Management Group, LLC
|
|
|
|
40,672 |
25.48 |
1,511 |
34.10 |
|
2025-07-28 |
NP |
AVSU - Avantis Responsible U.S. Equity ETF
|
|
|
|
836 |
7.73 |
30 |
11.54 |
|
2025-08-26 |
NP |
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares
|
|
|
|
11,191 |
|
416 |
|
|
2025-06-25 |
NP |
ISCB - iShares Morningstar Small-Cap ETF
|
|
|
|
1,592 |
9.19 |
57 |
14.29 |
|
2025-08-05 |
13F |
Bryce Point Capital, LLC
|
|
|
|
23,600 |
|
877 |
|
|
2025-08-13 |
13F |
OMERS ADMINISTRATION Corp
|
|
|
|
5,600 |
|
208 |
|
|
2025-08-28 |
NP |
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I
|
|
|
|
3,760 |
6.73 |
140 |
13.93 |
|
2025-07-28 |
NP |
SAA - ProShares Ultra SmallCap600
|
|
|
|
505 |
|
18 |
|
|
2025-08-08 |
13F |
Principal Financial Group Inc
|
|
|
|
175,479 |
491.22 |
6,519 |
532.30 |
|
2025-07-25 |
NP |
FNDB - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
194 |
|
7 |
|
|
2025-07-29 |
NP |
VIOG - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares
|
|
|
|
8,140 |
|
288 |
|
|
2025-08-14 |
13F/A |
Barclays Plc
|
|
|
|
54,126 |
53.03 |
2 |
100.00 |
|
2025-08-27 |
NP |
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
100 |
|
4 |
|
|
2025-08-27 |
NP |
VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
14,771 |
9.29 |
549 |
16.84 |
|
2025-07-28 |
13F |
New York State Teachers Retirement System
|
|
|
|
14,654 |
|
1 |
|
|
2025-08-14 |
13F |
Winton Capital Group Ltd
|
|
|
|
65,098 |
|
2,418 |
|
|
2025-08-26 |
NP |
TRSYX - T. Rowe Price Small-Cap Index Fund
|
|
|
|
2,716 |
11.04 |
101 |
19.05 |
|
2025-08-29 |
NP |
JAFEX - Total Stock Market Index Trust NAV
|
|
|
|
2,639 |
6.11 |
98 |
13.95 |
|
2025-07-28 |
NP |
VCSLX - Small Cap Index Fund
|
|
|
|
12,089 |
9.79 |
428 |
12.96 |
|
2025-08-14 |
13F |
Gotham Asset Management, LLC
|
|
|
|
5,940 |
2.29 |
221 |
9.45 |
|
2025-08-26 |
NP |
BRSVX - Small-Cap Value Fund Class N
|
|
|
|
101,400 |
305.60 |
3,767 |
333.99 |
|
2025-08-13 |
13F |
ExodusPoint Capital Management, LP
|
|
|
|
103,746 |
11.02 |
4 |
0.00 |
|
2025-08-27 |
NP |
JNL SERIES TRUST - JNL Small Cap Index Fund (I)
|
|
|
|
48,880 |
|
1,816 |
|
|
2025-08-07 |
13F |
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
16,277 |
74.63 |
605 |
87.00 |
|
2025-08-26 |
NP |
FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF
|
|
|
|
2,461 |
10.76 |
91 |
18.18 |
|
2025-07-29 |
NP |
SMXAX - SIIT Extended Market Index Fund - Class A
|
|
|
|
5,700 |
67.65 |
202 |
73.28 |
|
2025-08-14 |
13F |
Nebula Research & Development LLC
|
|
|
|
49,798 |
62.20 |
1,850 |
73.45 |
|
2025-08-08 |
13F |
Hartland & Co., LLC
|
|
|
|
286 |
|
11 |
|
|
2025-08-13 |
13F |
Jackson Creek Investment Advisors LLC
|
|
|
|
43,891 |
|
2 |
|
|
2025-08-19 |
NP |
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio
|
|
|
|
10,107 |
|
375 |
|
|
2025-08-08 |
13F |
Creative Planning
|
|
|
|
21,614 |
130.67 |
803 |
146.77 |
|
2025-06-26 |
NP |
FSMD - Fidelity Small-Mid Factor ETF
|
|
|
|
49,502 |
120.37 |
1,772 |
133.64 |
|
2025-08-28 |
NP |
USVM - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF
|
|
|
|
158,973 |
|
5,906 |
|
|
2025-06-24 |
NP |
SWSSX - Schwab Small-Cap Index Fund
|
|
|
|
70,918 |
1.60 |
2,538 |
7.68 |
|
2025-07-11 |
13F/A |
Umb Bank N A/mo
|
|
|
|
131 |
|
5 |
|
|
2025-07-16 |
13F |
State of Alaska, Department of Revenue
|
|
|
|
16,976 |
|
1 |
|
|
2025-08-15 |
NP |
PSC - Principal U.S. Small-Cap Multi-Factor Index ETF
|
|
|
|
34,073 |
22.71 |
1,266 |
31.22 |
|
2025-08-14 |
13F |
Susquehanna International Group, Llp
|
|
Call
|
|
8,600 |
|
319 |
|
|
2025-06-25 |
NP |
GCSIX - Goldman Sachs Small Cap Equity Insights Fund Institutional
|
|
|
|
45,931 |
21.66 |
1,644 |
28.86 |
|
2025-05-15 |
13F/A |
Orion Portfolio Solutions, LLC
|
|
|
|
7,356 |
|
256 |
|
|
2025-08-12 |
13F |
Brandywine Global Investment Management, LLC
|
|
|
|
62,866 |
16.44 |
2,335 |
24.47 |
|
2025-08-07 |
13F |
Acadian Asset Management Llc
|
|
|
|
3,807 |
|
0 |
|
|
2025-08-12 |
13F |
Legal & General Group Plc
|
|
|
|
80,203 |
120.86 |
2,980 |
136.24 |
|
2025-06-23 |
NP |
SVPIX - Small-cap Value Profund Investor Class
|
|
|
|
85 |
|
3 |
|
|
2025-07-25 |
NP |
AFSM - First Trust Active Factor Small Cap ETF
|
|
|
|
5,914 |
8.61 |
209 |
11.76 |
|
2025-06-26 |
NP |
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
|
|
|
5,338 |
15.24 |
191 |
22.44 |
|
2025-08-28 |
NP |
SLYV - SPDR(R) S & P 600 Small Cap Value ETF
|
|
|
|
127,577 |
|
4,739 |
|
|
2025-08-26 |
NP |
Profunds - Profund Vp Small-cap
|
|
|
|
66 |
3.12 |
2 |
0.00 |
|
2025-08-08 |
13F |
Geode Capital Management, Llc
|
|
|
|
864,755 |
2.13 |
32,128 |
9.16 |
|
2025-07-29 |
NP |
SLPAX - Siit Small Cap Fund - Class A
|
|
|
|
2,710 |
12.45 |
96 |
15.85 |
|
2025-08-26 |
13F/A |
Thrivent Financial For Lutherans
|
|
|
|
21,916 |
8.39 |
1 |
|
|
2025-08-14 |
13F |
Financial Strategies Group, Inc.
|
|
|
|
17,839 |
5.50 |
620 |
4.03 |
|
2025-08-05 |
13F |
Bank of New York Mellon Corp
|
|
|
|
552,483 |
18.51 |
20,525 |
26.70 |
|
2025-08-22 |
NP |
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
648 |
6.75 |
24 |
14.29 |
|
2025-08-14 |
13F |
DecisionPoint Financial, LLC
|
|
|
|
12 |
|
0 |
|
|
2025-07-29 |
NP |
VIOV - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares
|
|
|
|
45,703 |
|
1,618 |
|
|
2025-08-27 |
NP |
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio
|
|
|
|
2,630 |
|
98 |
|
|
2025-06-26 |
NP |
DFUV - Dimensional US Marketwide Value ETF
|
|
|
|
26,634 |
3.22 |
953 |
9.41 |
|
2025-08-28 |
NP |
SPTM - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
5,426 |
|
202 |
|
|
2025-06-24 |
NP |
SWSCX - Schwab Small-Cap Equity Fund
|
|
|
|
152,692 |
4.02 |
5,465 |
10.21 |
|
2025-08-06 |
NP |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class
|
|
|
|
19,299 |
5.63 |
717 |
12.93 |
|
2025-08-27 |
NP |
RYMKX - Russell 2000 1.5x Strategy Fund Class H
|
|
|
|
41 |
2.50 |
2 |
0.00 |
|
2025-07-30 |
NP |
VUSE - Vident Core U.S. Equity Fund
|
|
|
|
89,668 |
|
3,174 |
|
|
2025-07-24 |
13F |
Us Bancorp \de\
|
|
|
|
314 |
25.60 |
12 |
37.50 |
|
2025-08-13 |
13F |
EverSource Wealth Advisors, LLC
|
|
|
|
3,228 |
427.45 |
120 |
466.67 |
|
2025-08-14 |
13F/A |
Skopos Labs, Inc.
|
|
|
|
64 |
|
2 |
|
|
2025-07-23 |
13F |
Maryland State Retirement & Pension System
|
|
|
|
8,509 |
|
316 |
|
|
2025-08-18 |
NP |
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I
|
|
|
|
8,000 |
7.24 |
297 |
14.67 |
|
2025-07-24 |
NP |
FCFMX - Fidelity Series Total Market Index Fund
|
|
|
|
42,571 |
11.69 |
1,507 |
15.04 |
|
2025-08-04 |
13F |
Assetmark, Inc
|
|
|
|
15 |
|
1 |
|
|
2025-08-13 |
13F |
Jones Financial Companies Lllp
|
|
|
|
11 |
|
0 |
|
|
2025-08-13 |
13F |
Measured Wealth Private Client Group, LLC
|
|
|
|
29,397 |
3.45 |
1,092 |
10.64 |
|
2025-06-26 |
NP |
ISCV - iShares Morningstar Small-Cap Value ETF
|
|
|
|
5,896 |
4.24 |
211 |
10.47 |
|
2025-08-25 |
NP |
SURE - AdvisorShares DoubleLine Value Equity ETF
|
|
|
|
12,800 |
|
476 |
|
|
2025-08-14 |
13F |
Royal Bank Of Canada
|
|
|
|
5,148 |
149.78 |
191 |
169.01 |
|
2025-08-14 |
13F |
IHT Wealth Management, LLC
|
|
|
|
9,647 |
0.60 |
358 |
7.51 |
|
2025-08-14 |
13F |
Citadel Advisors Llc
|
|
|
|
354,784 |
127.72 |
13,180 |
143.49 |
|
2025-08-29 |
NP |
JAFVX - Strategic Equity Allocation Trust Series NAV
|
|
|
|
4,291 |
2.39 |
159 |
9.66 |
|
2025-08-22 |
NP |
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
1,523 |
5.69 |
57 |
12.00 |
|
2025-08-27 |
NP |
VTMSX - Vanguard Tax-Managed Small-Cap Fund Admiral Shares
|
|
|
|
164,569 |
|
6,114 |
|
|
2025-08-14 |
13F |
CIBC Asset Management Inc
|
|
|
|
6,496 |
|
241 |
|
|
2025-08-14 |
13F |
Glenmede Investment Management, LP
|
|
|
|
778 |
|
29 |
|
|
2025-08-26 |
NP |
Profunds - Profund Vp Small-cap Value
|
|
|
|
479 |
|
18 |
|
|
2025-08-28 |
NP |
ITOT - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
50,165 |
2.62 |
1,864 |
9.72 |
|
2025-07-25 |
NP |
AFMC - First Trust Active Factor Mid Cap ETF
|
|
|
|
15,726 |
38.20 |
557 |
42.20 |
|
2025-08-26 |
NP |
NSIDX - Northern Small Cap Index Fund
|
|
|
|
13,293 |
1.57 |
494 |
8.59 |
|
2025-08-13 |
13F |
Mackenzie Financial Corp
|
|
|
|
7,732 |
|
287 |
|
|
2025-08-22 |
NP |
FISVX - Fidelity Small Cap Value Index Fund
|
|
|
|
31,638 |
3.12 |
1,175 |
10.23 |
|
2025-07-28 |
NP |
AVMV - Avantis U.S. Mid Cap Value ETF
|
|
|
|
2,645 |
51.66 |
94 |
57.63 |
|
2025-07-23 |
13F |
Louisiana State Employees Retirement System
|
|
|
|
13,300 |
|
494 |
|
|
2025-08-28 |
NP |
SSBIX - State Street Balanced Index Fund Class K
|
|
|
|
162 |
153.12 |
6 |
200.00 |
|
2025-05-05 |
13F |
Lindbrook Capital, Llc
|
|
|
|
138 |
|
5 |
|
|
2025-08-27 |
NP |
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
1,006,701 |
4.73 |
37,399 |
11.96 |
|
2025-07-25 |
NP |
FNDA - Schwab Fundamental U.S. Small Company Index ETF
|
|
|
|
24,891 |
|
881 |
|
|
2025-08-29 |
NP |
STXK - Strive Small-Cap ETF
|
|
|
|
899 |
3.21 |
33 |
10.00 |
|
2025-08-11 |
13F |
Lsv Asset Management
|
|
|
|
382,664 |
685.76 |
14 |
1,300.00 |
|
2025-08-04 |
13F |
AdvisorShares Investments LLC
|
|
|
|
12,800 |
|
476 |
|
|
2025-05-29 |
NP |
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1
|
|
|
|
1,297 |
18.23 |
45 |
28.57 |
|
2025-07-25 |
13F |
Hemington Wealth Management
|
|
|
|
121 |
31.52 |
0 |
|
|
2025-06-26 |
NP |
DFAT - Dimensional U.S. Targeted Value ETF
|
|
|
|
208,970 |
14.27 |
7,479 |
21.08 |
|
2025-06-26 |
NP |
DFSTX - U.s. Small Cap Portfolio - Institutional Class
|
|
|
|
135,529 |
25.36 |
4,851 |
32.84 |
|
2025-08-22 |
NP |
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A
|
|
|
|
15,455 |
|
574 |
|
|
2025-07-30 |
NP |
AUSF - Global X Adaptive U.S. Factor ETF
|
|
|
|
73,222 |
|
2,592 |
|
|
2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
2025-08-13 |
13F |
First Trust Advisors Lp
|
|
|
|
772,015 |
515.81 |
28,680 |
558.40 |
|
2025-08-14 |
13F |
Ameriprise Financial Inc
|
|
|
|
200,731 |
39.29 |
7,457 |
48.93 |
|
2025-08-13 |
13F |
Northwestern Mutual Wealth Management Co
|
|
|
|
10 |
|
0 |
|
|
2025-08-11 |
13F |
Rothschild Investment Llc
|
|
|
|
110 |
83.33 |
4 |
100.00 |
|
2025-08-20 |
NP |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II
|
|
|
|
6,139 |
13.45 |
228 |
21.28 |
|
2025-07-28 |
NP |
XSLV - Invesco S&P SmallCap Low Volatility ETF
|
|
|
|
81,303 |
|
2,878 |
|
|
2025-06-26 |
NP |
DFVEX - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
10,159 |
11.33 |
364 |
17.86 |
|
2025-08-28 |
NP |
STMSX - Simt Tax-managed Small/mid Cap Fund Class F
|
|
|
|
19,902 |
165.68 |
739 |
184.23 |
|
2025-08-14 |
13F |
Voya Investment Management Llc
|
|
|
|
30,940 |
280.75 |
1,149 |
307.45 |
|
2025-08-28 |
NP |
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
190 |
|
7 |
|
|
2025-07-25 |
13F |
Cwm, Llc
|
|
|
|
14,371 |
1.13 |
1 |
|
|
2025-07-29 |
NP |
VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares
|
|
|
|
143,007 |
8.02 |
5,062 |
11.23 |
|
2025-08-11 |
13F |
NewEdge Wealth, LLC
|
|
|
|
27,677 |
15.35 |
994 |
19.21 |
|
2025-07-24 |
13F |
Ronald Blue Trust, Inc.
|
|
|
|
1,250 |
16.06 |
46 |
24.32 |
|
2025-08-13 |
13F |
Parkworth Wealth Management, Inc.
|
|
|
|
4 |
100.00 |
0 |
|
|
2025-04-29 |
NP |
SVYAX - SIIT U.S. Managed Volatility Fund - Class A
|
|
|
|
2,160 |
|
74 |
|
|
2025-07-28 |
NP |
HDG - ProShares Hedge Replication ETF
|
|
|
|
37 |
8.82 |
1 |
0.00 |
|
2025-08-01 |
13F |
Bessemer Group Inc
|
|
|
|
263 |
1,653.33 |
0 |
|
|
2025-08-14 |
13F |
Mariner, LLC
|
|
|
|
79,649 |
1.52 |
2,959 |
8.51 |
|
2025-08-06 |
13F |
Prospera Financial Services Inc
|
|
|
|
5,570 |
|
207 |
|
|
2025-08-14 |
13F |
Ieq Capital, Llc
|
|
|
|
18,280 |
5.18 |
679 |
12.60 |
|
2025-07-16 |
13F |
Signaturefd, Llc
|
|
|
|
902 |
56.33 |
34 |
65.00 |
|
2025-06-26 |
NP |
FZROX - Fidelity ZERO Total Market Index Fund
|
|
|
|
13,362 |
2.56 |
478 |
8.64 |
|
2025-07-22 |
NP |
GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
|
|
|
|
13,146 |
0.60 |
465 |
3.56 |
|
2025-06-24 |
NP |
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF
|
|
|
|
353 |
59.73 |
13 |
71.43 |
|
2025-08-26 |
NP |
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K
|
|
|
|
9,549 |
3.70 |
355 |
10.97 |
|
2025-08-14 |
13F |
Comerica Bank
|
|
|
|
9,661 |
19,222.00 |
359 |
35,700.00 |
|
2025-08-15 |
13F |
Morgan Stanley
|
|
|
|
228,417 |
73.60 |
8,486 |
85.59 |
|
2025-08-06 |
13F |
Rialto Wealth Management, LLC
|
|
|
|
6 |
|
0 |
|
|
2025-08-26 |
NP |
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB
|
|
|
|
34,626 |
3.17 |
1,286 |
10.29 |
|
2025-06-17 |
NP |
GSEQX - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
7,811 |
10.06 |
280 |
16.74 |
|
2025-08-05 |
13F |
Corton Capital Inc.
|
|
|
|
5,650 |
|
210 |
|
|
2025-06-26 |
NP |
DXUV - Dimensional US Vector Equity ETF
|
|
|
|
2,683 |
13,315.00 |
96 |
|
|
2025-08-12 |
13F |
Inceptionr Llc
|
|
|
|
12,165 |
|
452 |
|
|
2025-08-26 |
NP |
DVAL - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
|
|
|
|
2,543 |
14.34 |
94 |
22.08 |
|
2025-08-27 |
NP |
RYRUX - Russell 2000 2x Strategy Fund A-Class Shares
|
|
|
|
148 |
3.50 |
5 |
25.00 |
|
2025-08-15 |
13F |
WealthCollab, LLC
|
|
|
|
1,143 |
50.20 |
42 |
61.54 |
|
2025-07-25 |
13F |
Oregon Public Employees Retirement Fund
|
|
|
|
6,500 |
|
241 |
|
|
2025-08-14 |
13F |
UBS Group AG
|
|
|
|
127,056 |
149.50 |
4,720 |
166.82 |
|
2025-06-26 |
NP |
DFAS - Dimensional U.S. Small Cap ETF
|
|
|
|
205,711 |
22.62 |
7,362 |
29.93 |
|
2025-07-29 |
NP |
EBI - Longview Advantage ETF
|
|
|
|
572 |
1,872.41 |
20 |
|
|
2025-06-26 |
NP |
DFFVX - U.S. Targeted Value Portfolio - Institutional Class
|
|
|
|
240,659 |
9.09 |
8,613 |
15.58 |
|
2025-08-26 |
NP |
IJS - iShares S&P Small-Cap 600 Value ETF
|
|
|
|
208,054 |
|
7,729 |
|
|
2025-08-14 |
13F |
Two Sigma Investments, Lp
|
|
|
|
359,204 |
10.15 |
13,344 |
17.76 |
|
2025-08-08 |
13F/A |
Sterling Capital Management LLC
|
|
|
|
12,569 |
2.48 |
467 |
9.39 |
|
2025-07-25 |
NP |
NMSAX - Columbia Small Cap Index Fund Class A
|
|
|
|
55,617 |
|
1,969 |
|
|
2025-06-25 |
NP |
DIVB - iShares U.S. Dividend and Buyback ETF
|
|
|
|
4,032 |
86.41 |
144 |
97.26 |
|
2025-08-26 |
NP |
VVICX - Voya VACS Index Series SC Portfolio
|
|
|
|
2,216 |
3.45 |
82 |
10.81 |
|
2025-07-15 |
13F |
Fortitude Family Office, LLC
|
|
|
|
259 |
7.02 |
10 |
12.50 |
|
2025-08-14 |
13F |
Bridgeway Capital Management Inc
|
|
|
|
112,500 |
294.74 |
4,179 |
322.12 |
|
2025-08-28 |
NP |
SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
738 |
17.70 |
27 |
28.57 |
|
2025-08-26 |
NP |
IJR - iShares Core S&P Small-Cap ETF
|
|
|
|
1,705,603 |
|
63,363 |
|
|
2025-08-14 |
13F |
Goldman Sachs Group Inc
|
|
|
|
702,461 |
32.76 |
26,096 |
41.93 |
|
2025-08-14 |
13F |
State Street Corp
|
|
|
|
1,148,584 |
43.46 |
42,670 |
53.37 |
|
2025-08-13 |
13F |
Northern Trust Corp
|
|
|
|
335,160 |
2.49 |
12,451 |
9.57 |
|
2025-08-11 |
13F |
Principal Securities, Inc.
|
|
|
|
1,270 |
4.44 |
47 |
20.51 |
|
2025-06-26 |
NP |
DFAC - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
143,359 |
6.25 |
5,131 |
12.57 |
|
2025-08-12 |
13F |
Public Sector Pension Investment Board
|
|
|
|
97,178 |
|
3,610 |
|
|
2025-07-14 |
13F |
Counterpoint Mutual Funds LLC
|
|
|
|
10,856 |
|
403 |
|
|
2025-08-14 |
13F |
Smartleaf Asset Management LLC
|
|
|
|
100 |
|
4 |
|
|
2025-07-24 |
NP |
ONEQ - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
43,349 |
0.49 |
1,535 |
3.44 |
|
2025-08-29 |
NP |
JADMX - Small Cap Opportunities Trust NAV
|
|
|
|
5,826 |
429.64 |
216 |
468.42 |
|
2025-08-07 |
13F |
ProShare Advisors LLC
|
|
|
|
6,458 |
4.91 |
240 |
12.21 |
|
2025-08-13 |
13F |
Arizona State Retirement System
|
|
|
|
8,832 |
0.30 |
328 |
7.19 |
|
2025-08-14 |
13F |
Sei Investments Co
|
|
|
|
27,699 |
46.41 |
1,029 |
56.62 |
|
2025-08-14 |
13F |
Alliancebernstein L.p.
|
|
|
|
43,670 |
8.25 |
1,622 |
15.77 |
|
2025-08-04 |
13F |
Canton Hathaway, LLC
|
|
|
|
21,820 |
49.09 |
1 |
|
|
2025-08-27 |
13F/A |
Brinker Capital Investments, LLC
|
|
|
|
7,696 |
4.62 |
286 |
11.76 |
|
2025-07-28 |
NP |
PSCF - Invesco S&P SmallCap Financials ETF
|
|
|
|
1,641 |
|
58 |
|
|
2025-05-07 |
13F |
Sheaff Brock Investment Advisors, LLC
|
|
|
|
222,519 |
3.12 |
7,733 |
10.66 |
|
2025-08-13 |
13F |
Invesco Ltd.
|
|
|
|
340,603 |
556.27 |
12,653 |
601.77 |
|
2025-08-28 |
NP |
IJT - iShares S&P Small-Cap 600 Growth ETF
|
|
|
|
57,751 |
|
2,145 |
|
|
2025-06-26 |
NP |
SMMV - iShares Edge MSCI Min Vol USA Small-Cap ETF
|
|
|
|
5,899 |
6.42 |
211 |
12.83 |
|
2025-07-10 |
13F |
Wealth Enhancement Advisory Services, Llc
|
|
|
|
5,548 |
|
210 |
|
|
2025-07-09 |
13F |
Harbor Capital Advisors, Inc.
|
|
|
|
1,300 |
9.24 |
0 |
|
|
2025-06-26 |
NP |
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio
|
|
|
|
12,148 |
7.80 |
435 |
14.21 |
|
2025-08-13 |
13F |
Gamco Investors, Inc. Et Al
|
|
|
|
19,133 |
|
711 |
|
|
2025-06-26 |
NP |
DCOR - Dimensional US Core Equity 1 ETF
|
|
|
|
2,069 |
84.40 |
74 |
100.00 |
|
2025-08-27 |
NP |
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2
|
|
|
|
9,649 |
|
358 |
|
|
2025-08-14 |
13F |
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
91,701 |
442.93 |
3,407 |
481.23 |
|
2025-05-29 |
NP |
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1
|
|
|
|
937 |
13.99 |
33 |
23.08 |
|
2025-06-23 |
NP |
PSSMX - SmallCap S&P 600 Index Fund R-3
|
|
|
|
28,343 |
|
1,014 |
|
|
2025-06-25 |
NP |
FNX - First Trust Mid Cap Core AlphaDEX Fund
|
|
|
|
115,977 |
|
4,151 |
|
|
2025-08-14 |
13F |
Raymond James Financial Inc
|
|
|
|
4,034 |
|
150 |
|
|
2025-08-14 |
13F |
GWM Advisors LLC
|
|
|
|
14,930 |
49.96 |
555 |
60.58 |
|
2025-08-06 |
13F |
Round Rock Advisors, LLC
|
|
|
|
11,340 |
20.13 |
421 |
28.35 |
|
2025-07-22 |
13F |
Bay Harbor Wealth Management, LLC
|
|
|
|
6 |
200.00 |
0 |
|
|
2025-08-05 |
13F |
South Dakota Investment Council
|
|
|
|
85,480 |
44.01 |
3 |
50.00 |
|
2025-08-07 |
13F |
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
8,100 |
|
0 |
|
|
2025-07-24 |
NP |
FSMAX - Fidelity Extended Market Index Fund
|
|
|
|
159,377 |
0.05 |
5,642 |
3.01 |
|
2025-07-29 |
NP |
GCAVX - GMO U.S. Small Cap Value Fund Class VI
|
|
|
|
3,625 |
165.37 |
128 |
178.26 |
|
2025-07-31 |
13F |
Nisa Investment Advisors, Llc
|
|
|
|
222 |
3.26 |
8 |
14.29 |
|
2025-09-04 |
13F/A |
Advisor Group Holdings, Inc.
|
|
|
|
1,991 |
321.82 |
74 |
356.25 |
|
2025-07-29 |
NP |
GMUEX - GMO U.S. Equity Fund Class III
|
|
|
|
3,680 |
27.78 |
130 |
31.31 |
|
2025-08-12 |
13F |
Dimensional Fund Advisors Lp
|
|
|
|
2,606,657 |
13.59 |
96,835 |
21.44 |
|
2025-08-11 |
13F |
Vanguard Group Inc
|
|
|
|
3,300,534 |
7.17 |
122,615 |
14.58 |
|
2025-08-26 |
NP |
Profunds - Profund Vp Small-cap Growth
|
|
|
|
150 |
|
6 |
|
|
2025-08-07 |
13F |
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
368,964 |
11.98 |
13,707 |
19.72 |
|
2025-07-14 |
13F |
GAMMA Investing LLC
|
|
|
|
850 |
67.98 |
32 |
82.35 |
|
2025-08-27 |
13F/A |
Squarepoint Ops LLC
|
|
|
|
11,334 |
43.63 |
421 |
53.65 |
|
2025-06-26 |
NP |
ETTOX - E*TRADE No Fee Total Market Index Fund
|
|
|
|
10 |
|
0 |
|
|
2025-08-08 |
13F |
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
7,320 |
|
272 |
|
|
2025-06-27 |
NP |
EBIT - Harbor AlphaEdge Small Cap Earners ETF
|
|
|
|
1,400 |
18.24 |
50 |
28.21 |
|
2025-07-22 |
13F |
HFM Investment Advisors, LLC
|
|
|
|
7 |
250.00 |
0 |
|
|
2025-08-06 |
NP |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class
|
|
|
|
21,400 |
1.42 |
795 |
8.46 |
|
2025-08-14 |
13F |
CIBC World Markets Inc.
|
|
|
|
49,747 |
3.16 |
1,848 |
10.33 |
|
2025-08-14 |
13F |
Cubist Systematic Strategies, LLC
|
|
|
|
84,660 |
50.96 |
3,145 |
61.45 |
|
2025-08-12 |
13F |
BlackRock, Inc.
|
|
|
|
4,558,655 |
75.48 |
169,354 |
87.60 |
|
2025-08-04 |
13F |
Amalgamated Bank
|
|
|
|
8,183 |
681.57 |
0 |
|
|
2025-08-01 |
13F |
Jennison Associates Llc
|
|
|
|
18,216 |
11.50 |
677 |
19.22 |
|
2025-08-07 |
13F |
Meeder Advisory Services, Inc.
|
|
|
|
6,053 |
|
225 |
|
|
2025-08-26 |
NP |
GVLU - Gotham 1000 Value ETF
|
|
|
|
5,706 |
1.93 |
212 |
8.76 |
|
2025-07-11 |
13F |
Assenagon Asset Management S.A.
|
|
|
|
10,311 |
|
383 |
|
|
2025-07-29 |
NP |
VIOO - Vanguard S&P Small-Cap 600 Index Fund ETF Shares
|
|
|
|
98,797 |
|
3,497 |
|
|
2025-08-26 |
NP |
IPSIX - Voya Index Plus SmallCap Portfolio Class I
|
|
|
|
22,740 |
437.72 |
845 |
554.26 |
|
2025-08-04 |
13F |
Hantz Financial Services, Inc.
|
|
|
|
64 |
|
0 |
|
|
2025-08-27 |
NP |
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I
|
|
|
|
26,200 |
|
973 |
|
|
2025-08-13 |
13F |
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
20,298 |
28.35 |
754 |
37.34 |
|
2025-08-12 |
13F |
Picton Mahoney Asset Management
|
|
|
|
54,850 |
68.21 |
2 |
100.00 |
|
2025-08-21 |
NP |
MXISX - Great-West S&P Small Cap 600 Index Fund Investor Class
|
|
|
|
20,424 |
|
759 |
|
|
2025-08-27 |
NP |
BBVSX - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
14,314 |
3.20 |
532 |
10.40 |
|
2025-08-13 |
13F |
Gabelli Funds Llc
|
|
|
|
88,503 |
|
3,288 |
|
|
2025-08-14 |
13F |
Vident Advisory, LLC
|
|
|
|
90,879 |
2.80 |
3,376 |
9.90 |
|
2025-06-24 |
NP |
SFSNX - Schwab Fundamental US Small Company Index Fund Institutional Shares
|
|
|
|
5,181 |
|
185 |
|
|
2025-07-25 |
13F |
Yousif Capital Management, Llc
|
|
|
|
10,716 |
|
398 |
|
|
2025-08-12 |
13F |
Rhumbline Advisers
|
|
|
|
83,733 |
92.03 |
3,111 |
105.28 |
|
2025-06-27 |
NP |
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1
|
|
|
|
3,231 |
1.16 |
116 |
7.48 |
|
2025-08-27 |
NP |
VBINX - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
17,610 |
0.86 |
654 |
7.92 |
|
2025-06-25 |
NP |
DISSX - BNY Mellon Smallcap Stock Index Fund Investor Shares
|
|
|
|
19,694 |
|
705 |
|
|
2025-06-25 |
NP |
FNK - First Trust Mid Cap Value AlphaDEX Fund
|
|
|
|
41,687 |
|
1,492 |
|
|
2025-08-28 |
NP |
VYSVX - Vericimetry U.S. Small Cap Value Fund
|
|
|
|
3,863 |
71.46 |
144 |
83.33 |
|
2025-08-07 |
13F |
Readystate Asset Management Lp
|
|
|
|
23,795 |
|
884 |
|
|
2025-05-15 |
13F |
Texas Permanent School Fund
|
|
|
|
21,328 |
|
763 |
|
|
2025-08-07 |
13F |
Ibex Wealth Advisors
|
|
|
|
7,751 |
|
288 |
|
|
2025-07-31 |
13F/A |
Avion Wealth
|
|
|
|
45 |
|
0 |
|
|
2025-06-26 |
NP |
FLXSX - Fidelity Flex Small Cap Index Fund
|
|
|
|
5,305 |
14.53 |
190 |
21.15 |
|
2025-06-27 |
NP |
RSSL - Global X Russell 2000 ETF
|
|
|
|
17,239 |
5.17 |
617 |
11.39 |
|
2025-08-06 |
13F |
Savant Capital, LLC
|
|
|
|
15,337 |
43.79 |
570 |
53.78 |
|
2025-08-14 |
13F |
Quartz Partners, LLC
|
|
|
|
13,432 |
3.36 |
499 |
10.42 |
|
2025-07-24 |
13F |
Monument Capital Management
|
|
|
|
7,045 |
16.25 |
262 |
24.29 |
|
2025-08-07 |
13F |
Illinois Municipal Retirement Fund
|
|
|
|
15,634 |
|
581 |
|
|
2025-07-15 |
13F |
Fifth Third Bancorp
|
|
|
|
2,150 |
|
80 |
|
|
2025-08-07 |
13F |
Allworth Financial LP
|
|
|
|
215,329 |
203,040.57 |
7,999 |
266,533.33 |
|
2025-07-28 |
NP |
MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
|
|
1,453 |
18.61 |
51 |
21.43 |
|
2025-08-14 |
13F |
Wells Fargo & Company/mn
|
|
|
|
18,584 |
8.88 |
690 |
16.36 |
|
2025-08-08 |
13F |
Pnc Financial Services Group, Inc.
|
|
|
|
66 |
|
2 |
|
|