ASPN / Aspen Aerogels, Inc. - Kepemilikan Institusional - Pembeli

Aspen Aerogels, Inc.
US ˙ NYSE ˙ US04523Y1055

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Aspen Aerogels, Inc. meliputi Gagnon Advisors, LLC, PSC - Principal U.S. Small-Cap Multi-Factor Index ETF, Ironwood Investment Management Llc, Savant Capital, LLC, Quantinno Capital Management LP, Mml Investors Services, Llc, FSCC - Federated Hermes MDT Small Cap Core ETF, Probity Advisors, Inc., Torno Capital, Llc, WSML - iShares MSCI World Small-Cap ETF, AVUVX - Avantis U.S. Small Cap Value Fund Institutional Class, AVUV - Avantis U.S. Small Cap Value ETF, Versant Capital Management, Inc, BNP Paribas Asset Management Holding S.A., Huntington National Bank, Principal Securities, Inc., dan Parkside Financial Bank & Trust .

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
(%)
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 109,548 91.08 592 -11.79
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 30,771 0.28 166 -53.63
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 2,871 3.80 16 -53.12
2025-08-07 13F Parkside Financial Bank & Trust 80 0
2025-08-26 NP GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 64,987 106.45 385 91.04
2025-07-22 13F IMC-Chicago, LLC 87,181 84.94 516 71.43
2025-08-28 NP HAIL - SPDR S&P Kensho Smart Mobility 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 49,198 81.15 291 68.21
2025-07-28 NP VCSLX - Small Cap Index Fund 25,199 6.87 145 -18.99
2025-07-22 13F IMC-Chicago, LLC Put 89,100 7.35 527 -0.57
2025-08-22 NP FISVX - Fidelity Small Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 72,469 38.60 429 28.44
2025-08-14 13F Goldman Sachs Group Inc 2,201,900 72.79 13,035 60.08
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 80,909 84.63 479 70.71
2025-07-23 13F Gagnon Advisors, LLC 565,570 3,348
2025-08-11 13F Alps Advisors Inc 139,162 10.16 824 1.98
2025-08-15 13F Caxton Associates Llp 103,172 114.92 611 99.35
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 43,450 45.46 257 35.26
2025-08-20 NP NEEGX - Needham Growth Fund Retail Class 437,500 9.38 2,590 1.33
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 100,884 14.27 581 -13.41
2025-06-24 NP ESCKX - 1290 Essex Small Cap Growth Fund Class R 29,831 1.08 161 -53.33
2025-08-26 NP TRSYX - T. Rowe Price Small-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,226 14.09 37 5.88
2025-08-13 13F EverSource Wealth Advisors, LLC 641 421.14 4
2025-08-14 13F Quantinno Capital Management LP 17,938 106
2025-08-14 13F Legato Capital Management LLC 93,615 132.42 554 115.56
2025-08-28 NP IWN - iShares Russell 2000 Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 587,405 31.10 3,477 21.45
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 31,648 44.58 187 34.53
2025-08-26 NP Profunds - Profund Vp Small-cap 152 9.35 1
2025-05-27 NP NVSOX - Wells Fargo Disciplined Small Cap Fund Administrator Class 9,541 78.20 61 -4.76
2025-08-13 13F Federated Hermes, Inc. 1,766,733 10,459
2025-06-24 NP QASGX - Federated MDT Small Cap Growth Fund Class A Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 451,865 2,440
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 35,840 61.01 212 49.30
2025-08-14 13F Royal Bank Of Canada 378,516 570.90 2,241 522.50
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 777 0
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 1,577 9
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 10,622 39.58 63 29.17
2025-08-13 13F Invesco Ltd. 831,991 1,045.50 4,925 961.42
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 77,003 7.74 456 -0.22
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 23,131 50.07 137 38.78
2025-08-27 NP RYBIX - Basic Materials Fund Investor Class 7,986 4.83 47 -2.08
2025-08-08 13F Principal Financial Group Inc 166,868 988
2025-06-25 NP GSATX - Goldman Sachs Small Cap Value Insights Fund Class A 336,062 70.50 1,815 -21.27
2025-08-13 13F Guggenheim Capital Llc 10,750 3.57 64 -4.55
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 12,503 14.34 74 7.25
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Proequities, Inc. 0 0
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 631,663 3.73 3,411 -52.09
2025-06-23 NP PPNMX - SmallCap Growth Fund I R-3 1,479 2.00 8 -56.25
2025-05-27 NP FECGX - Fidelity Small Cap Growth Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8,439 2.13 54 -45.92
2025-07-22 NP FSCC - Federated Hermes MDT Small Cap Core ETF 12,121 70
2025-08-12 13F Rhumbline Advisers 113,506 24.78 672 15.49
2025-08-06 13F Savant Capital, LLC 60,060 356
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 81,684 484
2025-07-14 13F GAMMA Investing LLC 1,097 111.37 6 100.00
2025-08-20 NP NEAGX - Needham Aggressive Growth Fund Retail Class 1,620,000 8.00 9,590 0.05
2025-06-25 NP GCSIX - Goldman Sachs Small Cap Equity Insights Fund Institutional 174,819 138.70 944 10.28
2025-08-13 13F New York State Common Retirement Fund 494,462 13.00 3 0.00
2025-08-05 13F Corton Capital Inc. 20,612 122
2025-08-14 13F Raymond James Financial Inc 26,559 6.78 157 -0.63
2025-07-25 13F Concurrent Investment Advisors, LLC 17,604 2.99 104 -4.59
2025-08-01 13F Envestnet Asset Management Inc 66,910 20.53 396 11.86
2025-08-12 13F Charles Schwab Investment Management Inc 545,843 11.91 3,231 3.69
2025-08-13 13F Ironwood Investment Management Llc 124,324 736
2025-08-14 13F Group One Trading, L.p. 33,353 20.94 197 11.93
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 13,050 8.19 77 0.00
2025-08-11 13F EntryPoint Capital, LLC 105,779 63.21 626 51.21
2025-05-14 13F/A Torno Capital, Llc Call 10,000 238
2025-08-12 13F SRS Capital Advisors, Inc. 1,723 10
2025-08-14 13F Voya Investment Management Llc 18,399 10.80 109 1.89
2025-08-15 13F Morse Asset Management, Inc 1,575 0.32 9 -10.00
2025-07-29 NP PSCNX - Penn Capital Special Situations Small Cap Equity Fund Institutional Class 41,105 12.05 237 -15.41
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 3,758 15.56 22 10.00
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 212,042 29.35 1,145 -40.24
2025-08-14 13F Verition Fund Management LLC 95,131 270.10 563 243.29
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 335 7.37 2 -66.67
2025-05-28 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 3,209 28.46 21 -31.03
2025-07-16 13F Signaturefd, Llc 968 201.56 6 150.00
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 16,373 3.87 88 -52.17
2025-08-27 NP VEXMX - Vanguard Extended 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 1,069,021 1.46 6,329 -6.00
2025-08-11 13F Citigroup Inc 302,817 297.27 1,793 267.97
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 72,428 127.95 429 110.84
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 1,688 47.17 10 28.57
2025-07-30 NP ACES - ALPS Clean Energy ETF 135,293 22.82 779 -7.04
2025-08-12 13F Clear Street Markets Llc 5,716 34
2025-03-19 NP NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 2,270 110.38 27 36.84
2025-07-23 13F Gagnon Securities Llc 1,899,108 11,243
2025-06-25 NP GSAOX - Goldman Sachs Small Cap Growth Insights Fund Class A 19,013 623.20 103 240.00
2025-08-08 13F/A Sterling Capital Management LLC 1,790 112.09 11 100.00
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 8,603 91.18 46 -11.54
2025-08-14 13F Bnp Paribas Arbitrage, Sa 411,066 5.68 2,434 -2.09
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 18 28.57 0
2025-08-15 13F Tower Research Capital LLC (TRC) 7,235 184.62 43 162.50
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 153,378 3.28 828 -52.30
2025-08-13 13F FORA Capital, LLC 29,452 138.25 174 123.08
2025-08-08 13F Intech Investment Management Llc 38,723 0.12 229 -7.29
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 10,113 17.20 60 7.27
2025-08-14 13F Penn Capital Management Co Inc 745,877 16.16 4,420 7.62
2025-08-08 13F SBI Securities Co., Ltd. 6,343 67.27 38 54.17
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 4,659 12.65 28 3.85
2025-08-08 13F Geode Capital Management, Llc 1,582,742 4.42 9,371 -3.28
2025-06-25 NP FTLS - First Trust Long/Short Equity 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 0 -100.00 0 -100.00
2025-08-13 13F Marshall Wace, Llp 404,006 32.10 2,392 22.36
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 465 97.87 3 0.00
2025-08-08 13F Hartland & Co., LLC 12 0
2025-06-24 NP QASCX - Federated MDT Small Cap Core Fund Class A Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 729,434 3,939
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 9,429 22.76 56 12.24
2025-08-13 13F Jones Financial Companies Lllp 1,895 8.60 11 0.00
2025-08-14 13F Price T Rowe Associates Inc /md/ 70,877 6.78 0
2025-08-14 13F Alliancebernstein L.p. 87,040 66.97 515 54.65
2025-08-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 162,328 961
2025-08-14 13F/A Barclays Plc 129,867 55.02 1
2025-08-08 13F Pnc Financial Services Group, Inc. 125 212.50 1
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 368,192 0.71 2,121 -23.80
2025-08-05 13F Palogic Value Management, L.P. 610,000 43.53 3,611 33.00
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 326,189 81.80 1,761 -16.02
2025-07-07 13F Versant Capital Management, Inc 1,322 8
2025-08-11 13F ARS Investment Partners, LLC 56,507 132.15 335 15.57
2025-08-14 13F Bank Of America Corp /de/ 818,212 124.17 4,844 107.68
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 2,630,566 2.20 15,573 -5.32
2025-08-11 13F Covestor Ltd 14 133.33 0
2025-08-12 13F BlackRock, Inc. 4,977,186 0.34 29,465 -7.04
2025-06-26 NP SPEDX - Alger Dynamic Opportunities Fund Class A 0 -100.00 0 -100.00
2025-08-07 13F ProShare Advisors LLC 13,597 1.77 80 -5.88
2025-08-08 13F SG Americas Securities, LLC 133,821 98.57 1
2025-08-28 NP KOMP - SPDR S&P Kensho New Economies Composite 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 416,246 817.95 2,464 752.60
2025-08-07 13F Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 79,178 147.17 469 129.41
2025-08-11 13F Rice Hall James & Associates, Llc 1,544,415 86.35 9,143 72.65
2025-06-27 NP RSSL - Global X Russell 2000 ETF 36,940 5.30 199 -51.46
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 7,014 2.54 38 -53.16
2025-04-28 NP LNGZ - Range Global LNG Ecosystem Index ETF 6,307 372.43 48 147.37
2025-08-25 NP QWVOX - Clearwater Small Companies Fund 182,929 73.49 1,083 60.77
2025-08-11 13F Principal Securities, Inc. 604 4
2025-08-20 NP NESGX - Needham Small Cap Growth Fund Retail Class 774,500 10.64 4,585 2.50
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 13,895 24.88 82 15.49
2025-08-28 NP SPGM - SPDR(R) Portfolio MSCI Global Stock Market ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,405 3.09 14 0.00
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 311,317 10.87 1,793 -16.06
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 93 9.41 1
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 30,778 12.30 182 4.00
2025-08-28 NP IWM - iShares Russell 2000 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 1,640,752 0.20 9,713 -7.17
2025-07-16 13F Perigon Wealth Management, LLC 37,866 12.71 224 4.67
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 338 8.68 2 100.00
2025-08-14 13F State Street Corp 1,920,997 28.56 11,372 19.10
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 28,921 37.16 171 27.61
2025-08-27 NP GEOSX - Pear Tree Essex Environmental Opportunities Fund Institutional Shares 114,486 50.66 678 39.59
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 3,506 6.96 19 -52.63
2025-08-11 13F Vanguard Group Inc 4,487,684 2.62 26,567 -4.93
2025-08-11 13F Rothschild Investment Llc 185 48.00 1
2025-08-28 NP IWC - iShares Micro-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 148,728 8.05 880 0.11
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 217,839 4.74 1,176 -51.62
2025-03-31 NP FSSLX - Fidelity Series Small Cap Core Fund 171,900 13.99 2,010 -25.32
2025-08-14 13F Gotham Asset Management, LLC 10,396 62
2025-08-08 13F Creative Planning 15,324 91
2025-08-12 13F WealthTrak Capital Management LLC 25 0
2025-09-04 13F/A Advisor Group Holdings, Inc. 10,615 29.06 63 19.23
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8,944 22.05 53 13.04
2025-07-31 13F Caitong International Asset Management Co., Ltd 872 938.10 5
2025-08-12 13F LPL Financial LLC 43,784 39.25 259 29.50
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 12,015 18.32 65 -45.76
2025-03-21 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 514 15.51 6 -14.29
2025-07-30 13F Connors Investor Services Inc 35,167 74.38 208 62.50
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 5,130 19.97 30 11.11
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 47,300 4.65 280 -2.78
2025-08-14 13F Susquehanna International Group, Llp 278,987 31.04 1,652 21.40
2025-08-14 13F Needham Investment Management Llc 3,014,200 10.12 17,844 2.02
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 5,096 29
2025-08-12 13F American Century Companies Inc 15,044 89
2025-08-01 13F Teacher Retirement System Of Texas 10,571 4.08 63 -3.12
2025-08-13 13F Arizona State Retirement System 20,367 1.81 121 -5.51
2025-08-14 13F Mml Investors Services, Llc 15,794 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 74,149 2.48 439 -5.19
2025-07-31 13F Nisa Investment Advisors, Llc 4,791 1,094.76 28 1,300.00
2025-07-28 NP HDG - ProShares Hedge Replication ETF 81 10.96 0
2025-07-29 NP VMIAX - Vanguard Materials 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 197,306 3.23 1,136 -21.87
2025-08-05 13F Bank of New York Mellon Corp 200,990 6.59 1,190 -1.25
2025-08-14 13F Cubist Systematic Strategies, LLC Put 56,800 336
2025-08-14 13F Hrt Financial Lp 595,742 668.71 4
2025-08-05 13F Huntington National Bank 735 4
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 4,486 26
2025-08-12 13F Franklin Resources Inc 40,413 0.01 239 -7.36
2025-07-30 13F Probity Advisors, Inc. 10,665 63
2025-08-14 13F Caption Management, LLC 43,700 259
2025-08-12 13F Legal & General Group Plc 67,130 3.59 397 -4.11
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 14,420 25.37 78 -42.54
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 37,964 5.45 219 -20.15
2025-08-14 13F Voleon Capital Management Lp 248,839 464.77 1,473 424.20
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 13,740 10.18 81 2.53
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 3,895 133.79 22 83.33
2025-06-26 NP DFSVX - U.s. Small Cap 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 248,375 606.25 1,341 226.28
2025-08-11 13F Strategic Wealth Partners, Ltd. 2,351 14
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 11,217 57.59 61 -27.71
2025-07-24 13F Us Bancorp \de\ 2,891 103.88 17 88.89
2025-03-31 NP APITX - Yorktown Growth Fund Class L Shares 44,100 105.12 516 34.46
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 155 25.00 1
2025-08-14 13F Aqr Capital Management Llc 189,831 26.40 1,124 17.10
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 44,459 82.37 240 -15.49
2025-08-14 13F Jane Street Group, Llc 84,880 499.65 502 457.78
2025-08-12 13F Essex Investment Management Co Llc 426,528 83.26 2,525 69.80
2025-08-14 13F Ubs Asset Management Americas Inc 183,309 32.43 1,085 22.74
2025-08-12 13F MAI Capital Management 1,651 153.61 10 125.00
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 18,523 21.93 110 12.37
2025-08-12 13F Jpmorgan Chase & Co 1,246,506 105.44 7,379 90.33
2025-08-14 13F Manufacturers Life Insurance Company, The 24,671 12.06 146 4.29
2025-08-13 13F Jump Financial, LLC 116,400 689
2025-08-07 13F Allworth Financial LP 814 31.93 5 33.33
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 1,439 14.66 9 0.00
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 231 3.59 1 0.00
2025-08-14 13F State Of Wisconsin Investment Board 282,623 32.52 1,673 22.83
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