AIN / Albany International Corp. - Kepemilikan Institusional - Pembeli

Albany International Corp.
US ˙ NYSE ˙ US0123481089

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Albany International Corp. meliputi ACK Asset Management LLC, BRSDX - MFS Blended Research Small Cap Equity Fund A, Weiss Asset Management LP, Atom Investors LP, JMEE - JPMorgan Market Expansion Enhanced Equity ETF, MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class, Jane Street Group, Llc, Glenmede Investment Management, LP, Horizon Investments, LLC, AdvisorShares Investments LLC, SURE - AdvisorShares DoubleLine Value Equity ETF, Aristides Capital LLC, Axq Capital, Lp, WSML - iShares MSCI World Small-Cap ETF, AVUQ - Avantis U.S. Quality ETF, Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF, Twin Peaks Wealth Advisors, LLC, Dogwood Wealth Management LLC, Atlantic Trust, LLC, dan Riggs Asset Managment Co. Inc. .

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
(%)
2025-07-29 NP EBI - Longview Advantage ETF 338 619.15 22 633.33
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 19,959 12.05 1,313 -8.76
2025-07-21 13F Hilltop National Bank 1,434 37.22 101 20.48
2025-08-08 13F/A Sterling Capital Management LLC 590 42.17 41 46.43
2025-08-12 13F Axq Capital, Lp 3,475 244
2025-08-25 NP MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class 11,129 780
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 4,164 0.63 275 -12.97
2025-08-28 NP SPDG - SPDR Portfolio S&P Sector Neutral Dividend ETF 14 7.69 1
2025-08-13 13F Natixis Advisors, L.p. 252,081 53.87 18 54.55
2025-08-12 13F Public Sector Pension Investment Board 102,933 3.65 7,219 5.28
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 2,224 12.04 146 -8.75
2025-08-14 13F Weiss Asset Management LP 18,873 1,324
2025-08-14 13F Smartleaf Asset Management LLC 711 32.40 49 32.43
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 89,125 2.23 5,861 -16.76
2025-07-15 13F Fortitude Family Office, LLC 8 1
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-07-28 NP AVUQ - Avantis U.S. Quality ETF 176 12
2025-08-12 13F Proequities, Inc. 0 0
2025-08-07 13F Meeder Asset Management Inc 53,561 248.55 3,756 254.34
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 57,988 0.95 3,831 -12.89
2025-07-22 13F HFM Investment Advisors, LLC 2 100.00 0
2025-08-26 NP EHLS - Even Herd Long Short ETF Short -3,545 82.83 -249 60.00
2025-08-15 13F Morgan Stanley 1,164,480 3.18 81,665 4.81
2025-08-14 13F Riggs Asset Managment Co. Inc. 18 1
2025-08-14 13F California State Teachers Retirement System 28,783 0.63 2,019 2.23
2025-08-14 13F Aquatic Capital Management LLC 7,121 499
2025-04-22 NP TCMSX - Voya Small Cap Growth Fund Class I 127,392 6.37 9,754 -1.75
2025-08-11 13F EntryPoint Capital, LLC 19,119 26.85 1,341 28.85
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 53,711 0.93 3,767 2.50
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 107,831 8.58 7,091 -11.58
2025-08-13 13F Marshall Wace, Llp 67,107 4,706
2025-06-26 NP TSMOX - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 59,982 5.03 3,944 -14.47
2025-06-26 NP FZIPX - Fidelity ZERO Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9,277 1.19 610 -17.57
2025-06-25 NP ISCB - iShares Morningstar Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,544 5.90 102 -13.68
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 3,546 2.52 233 -16.49
2025-04-29 NP BOGIX - Bogle Investment Management Small Cap Growth Fund 5,110 76.69 391 63.60
2025-07-28 NP VCSLX - Small Cap Index Fund 13,651 14.50 902 -1.21
2025-08-13 13F Kennedy Capital Management, Inc. 34,206 1.73 2,399 3.32
2025-08-08 13F Atlantic Trust, LLC 21 1
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,059 100.59 333 63.55
2025-08-26 NP JMEE - JPMorgan Market Expansion Enhanced Equity ETF 12,676 889
2025-06-26 NP BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,280 13.29 281 -7.87
2025-08-14 NP FLDOX - MODERATE ALLOCATION FUND Retail Class 2,240 144.81 157 149.21
2025-08-04 13F Moody Aldrich Partners Llc 49,979 31.74 3,505 33.83
2025-08-13 13F Gabelli Funds Llc 77,301 8.40 5,421 10.12
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 143,878 2.33 10,090 3.95
2025-07-25 NP BRSDX - MFS Blended Research Small Cap Equity Fund A 24,142 1,595
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 466 10.95 31 -9.09
2025-08-14 NP FLDFX - BALANCED FUND Retail Class 7,934 159.37 556 163.51
2025-08-13 13F Arrowstreet Capital, Limited Partnership 30,103 206.70 2,111 211.82
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 1,243 67.29 87 70.59
2025-08-14 NP FLFGX - GLOBAL ALLOCATION FUND Retail Class 346 55.86 24 60.00
2025-08-13 13F Jones Financial Companies Lllp 784 60.33 55 63.64
2025-08-13 13F ACK Asset Management LLC 585,000 41,026
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 1,393 2.96 92 -16.51
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 164 11
2025-08-13 13F EverSource Wealth Advisors, LLC 540 227.27 38 236.36
2025-07-11 13F Farther Finance Advisors, LLC 4 100.00 0
2025-05-27 NP FESM - Fidelity Enhanced Small Cap ETF 60,998 164.68 4,211 128.61
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 2,002 132
2025-08-12 13F Prudential Financial Inc 31,561 2.86 2,509 2.20
2025-08-14 NP FLSPX - SPECTRUM FUND Retail Class 12,326 1,015.48 864 1,036.84
2025-08-20 NP HWSM - Hotchkis & Wiley SMID Cap Diversified Value Fund 112 300.00 8 600.00
2025-07-23 NP CFSLX - Column Small Cap Fund 13,394 25.62 885 8.33
2025-07-28 13F BRYN MAWR TRUST Co 121 10.00 8 14.29
2025-07-11 13F Assenagon Asset Management S.A. 31,714 2,224
2025-08-14 13F Lazard Asset Management Llc 1,105 0
2025-07-16 13F Essex Financial Services, Inc. 8,194 0.05 575 1.59
2025-06-26 NP DVRAX - MFS Global Alternative Strategy Fund A 1,083 34.03 71 9.23
2025-08-22 NP KESGX - Kennedy Capital ESG SMID Cap Fund Institutional Class Shares 9,513 57.32 667 59.95
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 1,839 12.20 121 -9.09
2025-08-12 13F American Century Companies Inc 1,697,965 37.61 119,079 39.78
2025-08-11 13F Covestor Ltd 794 141.34 0
2025-08-14 13F Ubs Asset Management Americas Inc 88,989 50.32 6,241 52.68
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 12,196 2.31 855 3.89
2025-08-04 13F AdvisorShares Investments LLC 6,600 463
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 681 4.77 48 6.82
2025-08-14 13F Hotchkis & Wiley Capital Management Llc 186,092 19.00 13,051 20.88
2025-08-22 NP FECGX - Fidelity Small Cap Growth Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,208 31.16 435 33.44
2025-07-09 13F Gilman Hill Asset Management, LLC 45,172 1.39 3,168 2.96
2025-08-26 NP TRSYX - T. Rowe Price Small-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,887 10.32 202 12.22
2025-08-12 13F Pathstone Holdings, LLC 5,444 382
2025-06-25 NP FIDU - Fidelity MSCI Industrials Index ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7,555 2.57 497 -16.50
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 23,643 3.50 1,658 5.14
2025-09-04 13F/A Advisor Group Holdings, Inc. 908 42.32 64 43.18
2025-05-15 13F Texas Permanent School Fund 15,799 1,039
2025-07-31 13F Whipplewood Advisors, LLC 9 350.00 1
2025-07-07 13F Versant Capital Management, Inc 244 180.46 17 183.33
2025-08-28 NP SMLV - SPDR SSGA US Small Cap Low Volatility Index 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 4,657 157.72 327 162.90
2025-07-28 NP AVUVX - Avantis U.S. Small Cap Value Fund Institutional 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 35,824 182.72 2,367 143.92
2025-07-16 13F State of Alaska, Department of Revenue 18,007 3.83 1 0.00
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 8,077 2.81 566 4.43
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 7,046 6.05 494 7.86
2025-08-08 13F Avantax Advisory Services, Inc. 17,812 12.10 1,249 13.86
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 44,318 7.87 2,928 -6.90
2025-08-08 13F Larson Financial Group LLC 17 325.00 1
2025-07-28 NP HDG - ProShares Hedge Replication ETF 41 10.81 3 0.00
2025-07-31 13F Linden Thomas Advisory Services, LLC 12,469 52.45 874 54.96
2025-07-28 NP AVSC - Avantis U.S. Small Cap Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 52,106 39.09 3,443 20.01
2025-06-26 NP ISCV - iShares Morningstar Small-Cap Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,089 4.25 203 -15.06
2025-08-13 13F Aristides Capital LLC 3,608 253
2025-08-25 NP SURE - AdvisorShares DoubleLine Value Equity ETF 6,600 463
2025-08-12 13F XTX Topco Ltd 17,089 329.70 1,198 337.23
2025-07-24 13F Jfs Wealth Advisors, Llc 11 10.00 1
2025-08-11 13F CBIZ Investment Advisory Services, LLC 1 0
2025-08-08 13F SG Americas Securities, LLC 3,919 0
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 40,432 2.60 2,835 4.23
2025-08-13 13F Kilter Group LLC 8 1
2025-08-14 13F Mml Investors Services, Llc 6,149 11.17 0
2025-08-11 13F Rothschild Investment Llc 80 300.00 6 400.00
2025-06-26 NP ISCG - iShares Morningstar Small-Cap Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,175 5.91 275 -13.84
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 1,658 6.56 116 8.41
2025-06-25 NP QIDX - Indexperts Quality Earnings Focused ETF 830 153.05 55 107.69
2025-08-04 13F Hantz Financial Services, Inc. 5 0
2025-07-28 NP MCSCX - M3Sixty Small Cap Growth Fund Institutional Class Shares 2,206 7.77 146 -7.05
2025-08-14 13F Price T Rowe Associates Inc /md/ 24,442 8.09 2 0.00
2025-08-25 NP MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class 6,148 5.51 431 7.21
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 81 5
2025-07-29 NP ISMD - Inspire Small/Mid Cap Impact ETF 5,128 8.60 339 -6.37
2025-07-30 13F Connors Investor Services Inc 38,890 40.00 2,727 42.25
2025-08-12 13F MAI Capital Management 617 8.06 43 10.26
2025-08-29 NP STXK - Strive Small-Cap ETF 940 3.07 66 4.84
2025-07-28 NP AVUV - Avantis U.S. Small Cap Value ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 414,260 75.24 27,370 51.22
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 1,482 28.53 104 30.38
2025-08-14 13F Qube Research & Technologies Ltd 169,598 29.40 11,894 31.44
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 8,741 23.71 575 0.70
2025-07-25 13F Cwm, Llc 697 4.19 0
2025-08-14 13F Holocene Advisors, LP 19,253 315.65 1,350 323.20
2025-05-14 13F Keeley-Teton Advisors, LLC 6,335 36.38 437 17.79
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 9,004 5.35 631 6.95
2025-08-18 13F/A Kestra Investment Management, LLC 103 119.15 7 133.33
2025-08-14 13F Sei Investments Co 797,414 6.22 55,923 7.90
2025-08-14 13F Jane Street Group, Llc Put 10,000 701
2025-08-14 13F UBS Group AG 195,556 94.10 13,714 97.18
2025-08-28 NP SSGSX - Victory Sycamore Small Company Opportunity Fund Class A 630,000 19.77 44,182 21.66
2025-08-14 13F Hrt Financial Lp 33,432 940.52 2
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 11,066 11.60 728 -9.12
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 28,146 20.18 1,851 -2.17
2025-07-16 13F Dakota Wealth Management 13,633 5.82 956 7.54
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 775 8.39 51 -5.56
2025-08-22 13F Cim Investment Mangement Inc 8,576 100.75 644 119.05
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 33,800 35.74 2,233 17.16
2025-08-26 NP IPSIX - Voya Index Plus SmallCap Portfolio Class I 20,233 78.83 1,419 81.56
2025-06-26 NP DFFVX - U.S. Targeted Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 130,816 55.10 8,602 26.31
2025-07-28 NP VVSGX - Small Cap Growth Fund 102,165 32.07 6,750 13.96
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 5 0
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 11,001 30.48 771 32.02
2025-08-14 13F Glenmede Investment Management, LP 7,586 532
2025-08-06 13F Rialto Wealth Management, LLC 3 0
2025-06-24 NP SFSNX - Schwab Fundamental US Small Company Index Fund Institutional Shares 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 24,838 9.25 1,633 -11.01
2025-07-29 NP VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 156,703 9.51 10,353 -5.50
2025-07-25 13F Verdence Capital Advisors LLC 6,960 2.85 488 4.50
2025-08-12 13F Rhumbline Advisers 96,936 1.23 6,798 2.84
2025-07-18 13F Bartlett & Co. Wealth Management Llc 22 2
2025-05-22 NP GONIX - Gotham Neutral Fund Institutional Class 488 185.38 34 153.85
2025-08-14 13F Aqr Capital Management Llc 11,101 34.67 779 36.73
2025-07-24 NP FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 170,998 0.64 11,298 -13.17
2025-08-14 13F Point72 Asset Management, L.P. 16,294 81.04 1,143 83.90
2025-07-02 13F Central Pacific Bank - Trust Division 2,880 72.97 202 76.32
2025-07-29 NP CLSE - Convergence Long/Short Equity ETF Short -5,659 -374
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 9,669 11.37 678 13.19
2025-08-13 13F Russell Investments Group, Ltd. 87 35.94 6 50.00
2025-06-26 NP Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7,012 75.30 461 42.72
2025-07-24 13F CWM Advisors, LLC 5,521 11.13 387 13.16
2025-08-21 NP MXLSX - Great-West Loomis Sayles Small Cap Value Fund Investor Class 9,800 15.29 687 17.24
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 5,665 2.89 397 4.47
2025-07-31 13F State of New Jersey Common Pension Fund D 28,637 17.94 2,008 19.81
2025-08-12 13F Nuveen, LLC 347,744 26.46 24,387 55.97
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 2,156 3.26 151 4.86
2025-08-14 13F Brevan Howard Capital Management LP 6,168 433
2025-07-24 NP HSMNX - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 7,053 47.68 466 27.40
2025-08-14 13F Horizon Investments, LLC 7,317 513
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 105 0.96 7 -25.00
2025-08-14 13F Atom Investors LP 16,764 1,176
2025-08-14 13F State Of Wisconsin Investment Board 10,255 206.12 719 211.26
2025-05-27 NP GSCYX - SMALL CAP EQUITY FUND Institutional 2,950 107.16 204 69.17
2025-08-13 13F Bare Financial Services, Inc 66 288.24 5 300.00
2025-08-14 NP FLMFX - MUIRFIELD FUND Retail Class 22,341 231.22 1,567 236.77
2025-06-26 NP SCUVX - Hartford Schroders US Small Cap Opportunities Fund Class A 32,293 23.16 2,124 0.28
2025-08-15 13F Tower Research Capital LLC (TRC) 3,795 369.10 266 383.64
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 842 25.86 59 28.26
2025-07-14 13F Park Avenue Securities Llc 3,419 2.98 0
2025-08-14 13F Royal Bank Of Canada 61,389 293.77 4,306 300.19
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 7,754 3.52 544 5.03
2025-08-15 13F Earnest Partners Llc 2,655,248 0.36 186,213 1.94
2025-06-24 NP SWSSX - Schwab Small-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 77,440 2.62 5,092 -16.43
2025-07-18 13F Dogwood Wealth Management LLC 60 4
2025-08-13 13F Pictet Asset Management Holding SA 4,519 14.20 317 15.75
2025-06-27 NP ANONX - Small Cap Growth Fund I 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 756,742 22.16 49,763 -0.51
2025-07-25 NP BMSFX - MFS Blended Research Mid Cap Equity Fund A 17,215 29.20 1,137 11.47
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 3,714 17.23 245 1.24
2025-08-14 NP FLDGX - DYNAMIC ALLOCATION FUND Retail Class 7,314 160.84 513 165.28
2025-08-14 13F Susquehanna Portfolio Strategies, LLC 6,978 489
2025-07-24 13F Ronald Blue Trust, Inc. 3,237 5.61 227 7.11
2025-06-30 NP PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 31,107 5.07 2,046 -14.44
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 1,318 9.74 87 -4.40
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 1,609 5,646.43 106 5,150.00
2025-08-04 13F Keybank National Association/oh 4,495 5.27 315 7.14
2025-08-28 NP IWO - iShares Russell 2000 Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 79,850 19.05 5,600 20.93
2025-08-20 NP WBSNX - William Blair Small Cap Growth Fund Class N 99,035 3.62 6,945 5.26
2025-07-28 NP AVUS - Avantis U.S. Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10,939 28.12 723 10.57
2025-06-26 NP FSSNX - Fidelity Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 315,795 2.55 20,767 -16.49
2025-08-28 NP SPTM - SPDR(R) Portfolio Total Stock Market ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,842 1.92 410 3.54
2025-08-13 13F Northwestern Mutual Wealth Management Co 77 24.19 5 25.00
2025-08-13 13F Schroder Investment Management Group 266,790 3.61 18,710 4.72
2025-08-26 NP MADE - iShares U.S. Manufacturing ETF 573 76.85 40 81.82
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 525 4.58 37 5.88
2025-06-27 NP RSSL - Global X Russell 2000 ETF 18,967 6.66 1,247 -13.10
2025-08-28 NP VLU - SPDR S&P 1500 Value Tilt ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 294 6.91 21 11.11
2025-08-14 13F Quantinno Capital Management LP 6,871 44.81 482 47.09
2025-08-14 13F Engineers Gate Manager LP 6,626 35.06 465 37.28
2025-08-14 13F/A Barclays Plc 59,197 47.79 4 100.00
2025-08-14 13F Dark Forest Capital Management Lp 18,988 1,332
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 129 0.78 8 -20.00
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 1 0
2025-08-12 13F Charles Schwab Investment Management Inc 426,520 0.55 29,912 2.13
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 55,881 6.33 3,675 -13.41
2025-07-09 13F Harbor Capital Advisors, Inc. 106 1.92 0
2025-06-17 NP MMSMX - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 16,800 44.83 1,105 17.95
2025-08-13 13F Victory Capital Management Inc 867,821 16.62 60,860 18.46
2025-08-12 13F Barrow Hanley Mewhinney & Strauss Llc 430,030 136,417.46 30,158 143,509.52
2025-07-16 13F Signaturefd, Llc 51 325.00 4
2025-08-25 NP QWVOX - Clearwater Small Companies Fund 1,367 96
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 9,591 673
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 22,981 8.65 1,612 10.34
2025-07-15 13F SJS Investment Consulting Inc. 4 33.33 0
2025-07-25 NP FNDB - Schwab Fundamental U.S. Broad Market 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 911 12.19 60 -3.23
2025-06-26 NP FLXSX - Fidelity Flex Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,997 17.36 394 -4.37
2025-08-14 13F Bank Of America Corp /de/ 1,457,609 1.77 102,222 3.37
2025-08-14 NP FLRUX - CONSERVATIVE ALLOCATION FUND Retail Class 1,060 105.03 74 111.43
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 1,742 110.90 122 114.04
2025-08-28 NP AMALX - Small Cap Dividend Fund G Class 15,304 32.48 1,073 34.63
2025-08-14 13F Voya Investment Management Llc 58,234 16.26 4,084 18.07
2025-08-08 13F Massachusetts Financial Services Co /ma/ 862,919 3.85 60,517 5.49
Other Listings
DE:AII € 53.50
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