AVPT / AvePoint, Inc. - Kepemilikan Institusional - Pembeli

AvePoint, Inc.
US ˙ NasdaqGS ˙ US0536041041

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di AvePoint, Inc. meliputi AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5, PNSAX - Putnam Small Cap Growth Fund Class C shares, Portolan Capital Management, LLC, Castleark Management Llc, DVSMX - Driehaus Small Cap Growth Fund Investor Share Class, Millennium Management Llc, RSEGX - Victory RS Small Cap Growth Fund Class A, Universal- Beteiligungs- und Servicegesellschaft mbH, Armistice Capital, Llc, OASGX - Optimum Small-mid Cap Growth Fund Class A, CPAI - Counterpoint Quantitative Equity ETF, SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1, NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I, CFSSX - Column Small Cap Select Fund, FPX - First Trust US Equity Opportunities ETF, NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I, Sierra Summit Advisors Llc, Okabena Investment Services Inc, CVGRX - Calamos Growth Fund Class A, dan GSCYX - SMALL CAP EQUITY FUND Institutional .

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
(%)
2025-08-13 13F Victory Capital Management Inc 653,964 244.61 12,628 360.88
2025-07-15 13F Fifth Third Bancorp 142 149.12 3
2025-08-11 13F Mach-1 Financial Group, Inc. 17,286 334
2025-08-12 13F Hillsdale Investment Management Inc. 330 6
2025-08-12 13F Elo Mutual Pension Insurance Co 14,049 271
2025-08-14 13F/A Rockefeller Capital Management L.P. 15,276 295
2025-08-14 13F D. E. Shaw & Co., Inc. 530,895 85.25 10,252 147.73
2025-08-14 13F Numerai GP LLC 267,340 159.86 5,162 247.61
2025-08-13 13F M&t Bank Corp 22,651 2.69 437 37.42
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 30,902 2.22 505 -10.93
2025-08-14 13F Driehaus Capital Management Llc 2,650,323 135.60 51,178 215.07
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 48,094 5.16 929 40.61
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 423,414 9.62 8,176 46.60
2025-07-21 13F Ameritas Advisory Services, LLC 360 7
2025-08-12 13F SRS Capital Advisors, Inc. 191 4
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 628,657 2,399.53 12,139 3,244.08
2025-08-04 13F Keybank National Association/oh 24,481 14.41 473 53.25
2025-08-13 13F RiverPark Advisors, LLC 5,314 103
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 78,066 12.83 1,507 50.85
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio 284,386 4.66 5,491 39.97
2025-06-26 NP PDAVX - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 6,918 113
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 8,451 2.96 163 38.14
2025-08-07 13F Los Angeles Capital Management Llc 58,727 6.86 1,134 43.00
2025-06-26 NP FZROX - Fidelity ZERO Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 47,283 4.11 773 -9.27
2025-08-26 NP Profunds - Profund Vp Small-cap 304 4.83 6 25.00
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 14,637 2.56 239 -10.82
2025-08-11 13F Anb Bank 19,338 7.26 373 43.46
2025-07-15 13F MCF Advisors LLC 1,248 51.27 24 118.18
2025-06-20 NP ABLS - Abacus FCF Small Cap Leaders ETF 1,442 24
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 3,630 30.95 70 75.00
2025-08-26 NP EHLS - Even Herd Long Short ETF 8,718 4.91 168 41.18
2025-08-14 13F Ameriprise Financial Inc 92,621 163.68 1,789 252.66
2025-08-29 NP STXK - Strive Small-Cap ETF 4,565 20.26 88 62.96
2025-08-13 13F Norges Bank 419,000 8,091
2025-08-29 NP ETNEX - Eventide Exponential Technologies Fund Class N Share 44,443 858
2025-05-27 NP VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 29,531 176.27 426 142.05
2025-08-07 13F Parkside Financial Bank & Trust 150 3
2025-08-25 NP HISCX - Hartford Small Cap Growth Hls Fund Ia 211,936 5.05 4,092 40.47
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 101,900 8.29 1,968 44.85
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 9,059 4.57 175 39.20
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 2,364 6.29 46 40.63
2025-08-08 13F Principal Financial Group Inc 289,563 269.36 5,591 393.90
2025-08-27 NP NAESX - Vanguard Small-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 3,733,393 14.13 72,092 52.62
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 62,332 78.74 1,162 123.03
2025-08-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 74,961 10.06 1,447 47.20
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 312 4.35 6 50.00
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 18 0
2025-07-09 13F Harbor Capital Advisors, Inc. 72,394 12.64 1
2025-06-24 NP ESCKX - 1290 Essex Small Cap Growth Fund Class R 62,988 1.08 1,030 -12.05
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 15,400 305.26 297 450.00
2025-06-26 NP FSMD - Fidelity Small-Mid Factor ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 95,046 40.54 1,554 22.36
2025-08-14 13F Canada Pension Plan Investment Board 89,600 14.58 1,730 53.23
2025-08-14 13F Quantinno Capital Management LP 14,786 18.66 286 59.22
2025-06-25 NP BKSE - BNY Mellon US Small Cap Core Equity ETF 6,574 107
2025-08-27 NP CWSGX - Carillon Chartwell Small Cap Growth Fund Class Chartwell 55,926 62.21 1,080 117.10
2025-06-26 NP USMIX - Extended Market Index Fund 12,819 3.17 210 -10.30
2025-07-25 NP AFSM - First Trust Active Factor Small Cap ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,463 1.29 83 27.69
2025-08-26 NP FPX - First Trust US Equity Opportunities 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 59,375 1,147
2025-08-20 NP ASMOX - AQR Small Cap Momentum Style Fund Class I 17,175 2.46 332 36.78
2025-08-12 13F Deutsche Bank Ag\ 342,577 195.16 6,615 294.93
2025-08-14 13F Two Sigma Investments, Lp 786,597 112.33 15,189 183.96
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 48,348 13.04 934 51.22
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 319,574 2.57 5,225 -10.70
2025-08-14 13F Next Century Growth Investors Llc 1,019,773 52.96 19,692 104.56
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 4,475 3.83 73 -8.75
2025-08-13 13F Renaissance Technologies Llc 2,071,000 21.57 39,991 62.57
2025-08-13 13F EverSource Wealth Advisors, LLC 5,342 6,111.63 103 10,200.00
2025-08-12 13F EAM Investors, LLC 179,665 4.06 3,469 39.15
2025-08-14 13F Xponance, Inc. 10,263 198
2025-08-26 NP EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 14,000 270
2025-08-13 13F Portolan Capital Management, LLC 322,743 6,232
2025-08-12 13F Swiss National Bank 213,100 6.66 4,115 42.60
2025-08-27 NP OASGX - Optimum Small-mid Cap Growth Fund Class A 133,594 2,580
2025-06-27 NP CVGRX - Calamos Growth Fund Class A 35,971 588
2025-08-13 13F Invesco Ltd. 5,335,882 217.95 103,036 325.18
2025-08-07 13F Allworth Financial LP 24,584 27,215.56 475 47,300.00
2025-08-14 13F Man Group plc 24,807 479
2025-08-21 NP LUSIX - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 4,684 90
2025-08-14 13F PDT Partners, LLC 288,190 3.74 5,565 38.72
2025-08-27 NP Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) 826,455 54.47 15,959 106.58
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 20,384 4.96 394 40.36
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 4,949,470 20.92 95,574 61.70
2025-08-12 13F Aigen Investment Management, Lp 48,379 5.63 934 41.30
2025-07-28 NP AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 1,668,618 31,120
2025-06-25 NP PQJCX - PGIM Jennison Small-Cap Core Equity Fund Class R6 6,607 533.46 108 468.42
2025-08-13 13F Jones Financial Companies Lllp 337 6
2025-08-26 NP DVSMX - Driehaus Small Cap Growth Fund Investor Share Class 278,762 5,383
2025-08-14 13F Bnp Paribas Arbitrage, Sa 726,081 36.81 14,021 82.96
2025-08-14 13F Comerica Bank 2,329 3.33 45 37.50
2025-08-26 NP SHRT - Gotham Short Strategies ETF 24 0
2025-08-14 13F Alliancebernstein L.p. 158,737 22.79 3,065 64.26
2025-05-14 13F/A Torno Capital, Llc Put 50,000 2,531.58 521 3,373.33
2025-08-14 13F Royal Bank Of Canada 91,876 26.74 1,774 69.44
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I 85,424 1,650
2025-08-14 13F Parsifal Capital Management, LP 5,287,356 4.07 102,099 39.16
2025-06-26 NP SMMV - iShares Edge MSCI Min Vol USA 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 63,009 2.88 1,030 -10.43
2025-08-14 13F California State Teachers Retirement System 96,805 1.76 1,869 36.13
2025-06-26 NP TISEX - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 646,860 7.78 10,576 -6.16
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 1,075 0
2025-05-05 13F Lindbrook Capital, Llc 850 3.53 12 -7.69
2025-08-15 13F Morgan Stanley 1,812,379 23.79 34,997 65.55
2025-08-15 13F Tower Research Capital LLC (TRC) 14,933 93.36 288 159.46
2025-08-13 13F New York State Common Retirement Fund 85,272 110.27 2
2025-08-12 13F Rhumbline Advisers 203,019 6.91 3,920 42.96
2025-08-25 NP GONIX - Gotham Neutral Fund Institutional Class 8,751 43.51 169 90.91
2025-07-16 13F Signaturefd, Llc 628 28.69 12 71.43
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 47,533 3.30 918 38.10
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 5,468 8.97 106 45.83
2025-06-27 NP RSSL - Global X Russell 2000 ETF 78,269 6.66 1,280 -7.18
2025-08-27 NP TLEQX - Small-Cap Equity Fund 12,406 6.32 240 42.26
2025-08-29 NP QSML - WisdomTree U.S. SmallCap Quality Growth Fund 2,068 11.90 40 50.00
2025-08-15 13F Caxton Associates Llp 50,778 108.77 981 179.20
2025-08-14 13F Two Sigma Advisers, Lp 526,100 72.95 10,159 131.28
2025-08-08 13F Hartland & Co., LLC 391 8
2025-08-14 13F Oxford Asset Management Llp 14,661 283
2025-08-14 13F Aster Capital Management (DIFC) Ltd 259 5
2025-07-23 13F Klp Kapitalforvaltning As 23,900 24.48 462 66.43
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 12,459 15.36 241 54.84
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 19,746 7.04 381 43.23
2025-08-14 13F Goldman Sachs Group Inc 1,005,095 32.31 19,408 76.93
2025-08-14 13F Wells Fargo & Company/mn 228,795 80.63 4,418 141.55
2025-08-12 13F Charles Schwab Investment Management Inc 977,241 8.23 18,871 44.73
2025-07-29 NP MMSC - First Trust Multi-Manager Small Cap Opportunities ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,190 41
2025-06-18 NP GMRAX - Nationwide Small Cap Index Fund Class A 11,272 4.01 184 -9.36
2025-06-25 NP RILA - Indexperts Gorilla Aggressive Growth ETF 1,117 162.21 18 125.00
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 3,428 14.46 66 53.49
2025-06-24 NP FSGRX - Franklin Small Cap Growth Fund Class A 1,028,800 14.88 16,821 0.01
2025-07-11 13F/A Financiere des Professionnels - Fonds d,investissement inc. 8,320 161
2025-08-01 13F Envestnet Asset Management Inc 22,244 109.91 430 180.39
2025-08-28 NP CPAI - Counterpoint Quantitative Equity ETF 98,388 1,900
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 35,530 6.31 686 42.32
2025-08-25 NP MMGEX - MassMutual Select Small Cap Growth Equity Fund Class A 397,426 24.83 7,674 66.93
2025-08-14 13F/A Skopos Labs, Inc. 890 5,135.29 17
2025-07-29 13F Virginia Retirement Systems Et Al 28,700 4.36 554 39.55
2025-08-08 13F Creative Planning 85,462 74.70 1,650 133.71
2025-08-07 13F Acadian Asset Management Llc 171,053 3.40 3 50.00
2025-07-14 13F GAMMA Investing LLC 2,846 19.78 55 58.82
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F Price T Rowe Associates Inc /md/ 66,354 18.96 1
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 25,531 3.21 493 38.10
2025-07-23 NP CFSSX - Column Small Cap Select Fund 71,773 1,339
2025-07-14 13F Counterpoint Mutual Funds LLC 138,152 414.72 2,668 502.03
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 1,731,340 7.97 33,432 44.39
2025-07-23 NP VYSGX - Voya Small Company Fund Class W 113,928 57.35 2,125 96.48
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 5,581 15.55 104 44.44
2025-07-28 NP DAT - ProShares Big Data Refiners ETF 9,252 1.28 173 26.47
2025-08-12 13F Prudential Financial Inc 40,675 21.95 785 63.20
2025-08-25 NP GARIX - Gotham Absolute Return Fund Institutional Class 26,224 187.99 506 286.26
2025-08-13 13F Arizona State Retirement System 32,563 10.30 629 47.42
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 27,025 4.61 522 39.68
2025-08-27 NP VBINX - Vanguard Balanced 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 90,469 4.52 1,747 39.79
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 21,574 9.38 417 46.48
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 150,185 2,900
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 50,680 50.37 945 87.87
2025-08-08 13F SBI Securities Co., Ltd. 326 117.33 6 200.00
2025-08-14 13F Lazard Asset Management Llc 74,811 1
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 25,248 11.89 488 49.85
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 26,800 13,300.00 500 24,850.00
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 55,370 1,069
2025-08-14 13F Janus Henderson Group Plc 53,308 29.53 1,030 71.21
2025-07-25 13F Cwm, Llc 9,869 34.68 0
2025-08-08 13F/A Sterling Capital Management LLC 321 134.31 6 500.00
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 9,328 8.15 180 45.16
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 646,123 9.52 12,050 36.73
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 152,351 12.38 2,841 40.30
2025-08-11 13F Rothschild Investment Llc 870 216.36 17 433.33
2025-08-28 NP RPNIX - Riverpark/Next Century Growth Fund Institutional Class Shares 5,314 103
2025-08-08 13F Geode Capital Management, Llc 3,122,598 6.11 60,304 41.88
2025-08-14 13F Eventide Asset Management, Llc 44,482 859
2025-08-28 NP VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I 20,480 395
2025-08-28 NP BUYO - KraneShares Man Buyout Beta Index ETF 446 9
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 24,823 18.09 406 2.79
2025-08-26 NP IPSIX - Voya Index Plus SmallCap Portfolio Class I 9,470 183
2025-08-01 13F Jennison Associates Llc 2,908,473 37.03 56,163 83.25
2025-06-27 NP CTOGX - Calamos Timpani SMID Growth Fund Class R6 10,354 169
2025-08-12 13F BlackRock, Inc. 10,708,314 0.56 206,778 34.48
2025-08-27 NP Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 11,167 56.77 216 110.78
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 61,516 4.83 1,188 40.14
2025-08-13 13F Kilter Group LLC 18 0
2025-08-14 13F/A Barclays Plc 265,271 61.96 5 150.00
2025-08-14 13F Raymond James Financial Inc 1,307,295 1.51 25,244 35.74
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 103,049 446.59 1,990 631.25
2025-08-12 13F Neo Ivy Capital Management 32,424 626
2025-08-13 13F Quantbot Technologies LP 307,026 6,801.01 5,929 9,162.50
2025-06-25 NP GSAOX - Goldman Sachs Small Cap Growth Insights Fund Class A 18,243 298
2025-07-31 13F Nisa Investment Advisors, Llc 1,712 1.60 33 37.50
2025-08-13 13F Bare Financial Services, Inc 26 1
2025-08-13 13F Options Solutions, Llc 12,102 234
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 155,484 3.80 3,002 38.85
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 36 5.88 1
2025-06-25 NP PAILX - PGIM Jennison International Small-Mid Cap Opportunities Fund Class C 15,109 247
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 93,298 1,525
2025-08-13 13F Centiva Capital, LP 42,337 82.00 818 143.88
2025-08-26 NP FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF 7,222 70.09 139 127.87
2025-08-27 NP VISGX - Vanguard Small-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 2,064,253 12.73 39,861 50.75
2025-08-07 13F ProShare Advisors LLC 37,656 1.72 727 36.14
2025-08-20 NP RUSC - U.S. Small Cap Equity Active ETF 2,859 55
2025-08-27 NP PGOAX - PGIM JENNISON SMALL COMPANY FUND Class A 882,363 66.79 17,038 123.04
2025-08-13 13F Healthcare Of Ontario Pension Plan Trust Fund 179,300 3,462
2025-08-25 NP GENIX - Gotham Enhanced Return Fund Institutional Class 2,409 1,620.71 47 2,200.00
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 32,295 11.53 528 -2.76
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 2,474,109 2.32 46,142 27.73
2025-09-04 13F/A Advisor Group Holdings, Inc. 19,267 93.00 372 157.64
2025-08-27 NP Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 425,139 64.85 8,209 120.49
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 1,167,577 1.67 22,546 35.95
2025-07-25 13F JustInvest LLC 15,182 43.88 293 92.76
2025-08-28 NP CPAEX - Counterpoint Tactical Equity Fund Class A Shares 39,764 45.39 768 94.67
2025-08-12 13F Sierra Summit Advisors Llc 41,662 804
2025-08-26 NP DMCRX - Driehaus Micro Cap Growth Fund 209,142 14.98 4,039 53.77
2025-08-28 NP RSEGX - Victory RS Small Cap Growth Fund Class A 151,560 2,927
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 30,137 5.38 582 41.02
2025-07-25 NP PMSAX - Global Multi-Strategy Fund Class A 4,532 2.91 85 29.23
2025-08-11 13F Bell Investment Advisors, Inc 119 40.00 2 100.00
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 35,143 15.72 655 44.59
2025-08-26 NP EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB 3,237 5.30 63 40.91
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 17,436 3.40 285 -9.81
2025-08-27 NP JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 116,375 159.34 2,247 247.30
2025-07-29 NP RBB FUND, INC. - Adara Smaller Companies Fund 93,429 60.92 1,742 100.92
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 881 59.89 14 40.00
2025-08-14 13F Point72 Asset Management, L.P. 64,834 752.63 1,252 1,047.71
2025-08-14 13F Macquarie Group Ltd 1,720,534 4.91 33,224 40.29
2025-07-28 NP HDG - ProShares Hedge Replication ETF 169 11.18 3 50.00
2025-08-08 13F Cetera Investment Advisers 48,649 26.34 939 68.88
2025-08-26 NP PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares 7,360 142
2025-08-13 13F Okabena Investment Services Inc 40,401 780
2025-08-26 NP GSCYX - SMALL CAP EQUITY FUND Institutional 28,355 548
2025-08-14 13F Ieq Capital, Llc 15,219 16.54 294 55.85
2025-08-14 13F Vident Advisory, LLC 13,434 3.55 259 38.50
2025-08-14 13F Nebula Research & Development LLC 76,446 12.88 1,476 51.07
2025-07-11 13F Farther Finance Advisors, LLC 1,520 49.61 29 93.33
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 230,347 4.94 4,448 40.36
2025-07-29 NP VFMO - Vanguard U.S. Momentum Factor 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 98,359 5.04 1,834 31.09
2025-08-12 13F LPL Financial LLC 16,052 25.99 310 68.85
2025-08-14 13F Mariner, LLC 11,975 2.96 231 38.32
2025-06-30 NP TRFM - AAM Transformers ETF 11,818 37.61 193 19.88
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 74,280 14.84 1,434 53.70
2025-08-27 NP GTSAX - INVESCO Small Cap Growth Fund Class A 907,797 54.74 17,530 106.93
2025-08-22 NP Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 62,210 270.61 1,201 396.28
2025-08-26 NP GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 2,202 43
2025-08-14 13F Glenmede Investment Management, LP 1,974 38
2025-08-12 13F Advisors Asset Management, Inc. 2,263 68.38 44 126.32
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 187 5.65 4 50.00
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 678 4.31 13 44.44
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 16,852 4.52 325 40.09
2025-08-06 13F EFG Asset Management (North America) Corp. 163,066 136.08 3,150 215.22
2025-08-14 13F SWAN Capital LLC 60 1
2025-07-18 13F Robeco Institutional Asset Management B.V. 10,385 201
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 89,933 11.47 1,737 49.01
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 6,006 112
2025-07-28 NP VCSLX - Small Cap Index Fund 54,757 11.30 1,021 38.91
2025-08-29 NP JAGPX - Small Cap Stock Trust NAV 322,833 1.78 6,234 36.12
2025-07-29 NP PBQAX - PGIM Jennison Blend Fund Class A 146,224 202.23 2,727 277.70
2025-08-06 13F True Wealth Design, LLC 146 131.75 3
2025-08-12 13F Franklin Resources Inc 2,130,124 72.24 41,133 130.33
2025-08-12 13F Legal & General Group Plc 134,901 8.80 2,605 45.47
2025-05-07 13F Sheaff Brock Investment Advisors, LLC 23,961 4.89 346 -8.49
2025-08-14 13F Bank Of America Corp /de/ 551,912 41.08 10,657 88.65
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 25,589 5.65 418 -7.93
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 951 18
2025-08-06 13F Cornerstone Investment Partners, LLC 10,099 0.04 195 34.48
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 25 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 1,300,448 2.30 21,262 -10.94
2025-08-11 13F Vanguard Group Inc 16,504,314 13.60 318,698 51.91
2025-08-14 13F Manufacturers Life Insurance Company, The 69,271 2.03 1,338 36.43
2025-08-14 13F State Street Corp 2,965,219 2.69 57,258 37.32
2025-08-18 13F Castleark Management Llc 316,020 6,102
2025-08-26 NP PNSAX - Putnam Small Cap Growth Fund Class C shares 601,749 11,620
2025-08-13 13F Jump Financial, LLC 336,323 404.04 6,494 574.35
2025-08-14 13F Millennium Management Llc Put 208,800 4,032
2025-08-14 13F Armistice Capital, Llc 150,000 2,896
2025-08-26 NP Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF 905 17
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 48,410 13.35 935 51.62
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