BANR / Banner Corporation - Kepemilikan Institusional - Pembeli

Banner Corporation
US ˙ NasdaqGS ˙ US06652V2088

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Banner Corporation meliputi JAHBX - Small Cap Value Trust NAV, MOPCX - NYLI WMC Small Companies Fund Class C, abrdn Funds - abrdn Focused U.S. Small Cap Active ETF, BBGSX - Bridge Builder Small/Mid Cap Growth Fund, Horizon Investments, LLC, Toroso Investments, LLC, Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF, CSM Advisors, LLC, LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class, Brevan Howard Capital Management LP, Zwj Investment Counsel Inc, LONAX - Longboard Alternative Growth Fund Class A, WSML - iShares MSCI World Small-Cap ETF, BNP Paribas Asset Management Holding S.A., Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF, SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF, Maseco Llp, Twin Peaks Wealth Advisors, LLC, Ameritas Advisory Services, LLC, dan Atlantic Trust, LLC .

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
(%)
2025-06-17 NP MMSMX - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 30,700 55.84 1,877 34.77
2025-06-26 NP Thrivent Core Funds - Thrivent Core Small Cap Value Fund 93,914 16.43 5,742 0.72
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 62 4
2025-07-29 13F William Blair Investment Management, Llc 625,382 0.44 40,118 1.04
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 1,822 5.68 117 6.42
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 3,299 24.63 212 25.60
2025-06-26 NP NSCS - Nuveen Small Cap Select ETF This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,235 2.05 137 -11.69
2025-07-21 13F Ameritas Advisory Services, LLC 33 2
2025-08-12 13F Stieven Capital Advisors, L.P. 179,156 0.11 11,493 0.70
2025-08-13 13F Renaissance Technologies Llc 3,800 244
2025-07-25 NP PMSAX - Global Multi-Strategy Fund Class A 795 2.85 49 -7.55
2025-08-14 13F Aqr Capital Management Llc 32,376 8.96 2,077 9.61
2025-08-14 13F Two Sigma Investments, Lp 42,602 83.73 2,733 84.84
2025-08-27 NP PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 30,937 0.81 1,985 1.43
2025-08-29 NP BSVO - EA Bridgeway Omni Small-Cap Value ETF 103,156 3.76 6,617 4.39
2025-08-14 13F Millennium Management Llc 255,410 62.23 16,385 63.20
2025-08-11 13F Great Lakes Advisors, Llc 4,524 3.43 290 4.32
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-27 NP TSME - Thrivent Small-Mid Cap ESG ETF 91,936 44.41 5,898 45.28
2025-08-12 13F Proequities, Inc. 0 0
2025-08-26 NP QABA - First Trust NASDAQ ABA Community Bank Index Fund 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 22,068 6.69 1,416 7.28
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 7,594 7.82 464 -6.64
2025-08-14 13F Jane Street Group, Llc 60,053 46.54 3,852 47.42
2025-09-04 13F/A Advisor Group Holdings, Inc. 2,285 4.01 147 4.29
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 85,168 2.86 5,207 -11.01
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 31,467 12.06 2,019 12.67
2025-08-28 NP Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 7,151 459
2025-08-12 13F Legal & General Group Plc 93,755 1.50 6,014 2.11
2025-05-15 13F Texas Permanent School Fund 22,346 1,366
2025-07-15 13F Maseco Llp 211 14
2025-07-28 NP VCSLX - Small Cap Index Fund 14,593 11.30 900 -0.55
2025-08-14 13F Toroso Investments, LLC 7,475 480
2025-08-28 NP SPDG - SPDR Portfolio S&P Sector Neutral Dividend ETF 36 20.00 2 100.00
2025-08-26 NP XJR - iShares ESG Screened S&P 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 2,712 6.90 174 7.45
2025-08-12 13F Franklin Resources Inc 5,404 0.17 347 0.58
2025-08-22 NP FESM - Fidelity Enhanced Small Cap ETF 20,853 4.93 1,338 5.52
2025-08-27 13F/A Squarepoint Ops LLC 21,229 1,362
2025-08-13 13F Invesco Ltd. 300,882 20.69 19,302 21.41
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 12,154 11.51 743 -3.51
2025-07-24 NP HSMNX - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 9,929 31.39 612 17.47
2025-06-26 NP EMGRX - Nuveen Small Cap Select Fund Class A This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 44,291 6.40 2,708 -7.96
2025-08-12 13F Public Sector Pension Investment Board 117,858 7.84 7,561 8.48
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 15,891 1.59 972 -12.13
2025-08-13 13F EverSource Wealth Advisors, LLC 703 45
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 6 0
2025-07-25 NP SCHD - Schwab U.S. Dividend Equity 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 984,068 8.73 60,668 -2.83
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 570 0
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 187,824 0.29 11,579 -10.37
2025-07-29 NP ESGV - Vanguard ESG U.S. Stock ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7,591 5.36 468 -6.04
2025-08-06 13F Savant Capital, LLC 3,927 0.18 252 0.80
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 22,604 1,450
2025-07-09 13F Harbor Capital Advisors, Inc. 13,120 1.40 1
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 4,809 25.46 308 26.23
2025-08-18 13F Geneos Wealth Management Inc. 18 1
2025-08-20 NP WBCIX - William Blair Small-Mid Cap Core Fund Class I 28,700 7.04 1,841 7.72
2025-08-14 13F Occudo Quantitative Strategies Lp 6,272 402
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 1,483 28.73 91 15.19
2025-08-14 13F Bridgeway Capital Management Inc 243,923 1.96 15,648 2.56
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 17 1
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 15,745 0.58 1,010 1.20
2025-08-12 13F J.w. Cole Advisors, Inc. 4,747 305
2025-07-25 13F Hemington Wealth Management 42 27.27 0
2025-07-29 NP EBI - Longview Advantage ETF 307 1,818.75 19 1,700.00
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 37,152 0.29 2,383 0.89
2025-06-27 NP HAPS - Harbor Corporate Culture Small Cap ETF 12,950 42.89 792 23.59
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 926 25.64 59 28.26
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 8,878 7.65 570 8.38
2025-08-14 13F Hrt Financial Lp 3,450 0
2025-08-12 13F MAI Capital Management 163 10
2025-06-30 NP SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF 264 16
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 6,324 13.76 406 14.41
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 10,397 23.58 636 6.90
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 26,019 3.58 1,669 4.25
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 5,916 1.89 380 2.43
2025-07-22 13F HFM Investment Advisors, LLC 3 200.00 0
2025-07-22 13F Bay Harbor Wealth Management, LLC 2 100.00 0
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 16,428 7.30 1,054 7.89
2025-08-07 13F Allworth Financial LP 28 2
2025-08-04 13F Hantz Financial Services, Inc. 116 2,800.00 0
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 741 3.78 48 4.44
2025-08-11 13F Rothschild Investment Llc 515 3.00 33 6.45
2025-08-14 13F Sei Investments Co 125,111 12.21 8,026 12.87
2025-08-15 13F State of Tennessee, Treasury Department 22,645 3.79 1,453 4.39
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 452 1,155.56 28 1,250.00
2025-08-26 NP Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF 274 18
2025-06-26 NP JCCIX - John Hancock Small Cap Core Fund Class I 722,426 26.44 44,169 9.39
2025-08-13 13F Arrowstreet Capital, Limited Partnership 17,376 53.63 1,115 54.51
2025-08-08 13F Principal Financial Group Inc 204,102 18.95 13,093 19.66
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 63,698 2.39 3,927 -8.51
2025-08-06 13F Princeton Capital Management Llc 5,281 23.36 339 24.26
2025-08-13 13F F/M Investments LLC 83,512 0.33 5,357 0.94
2025-08-13 13F Jones Financial Companies Lllp 500 32
2025-08-14 13F Basswood Capital Management, L.l.c. 351,638 29.87 22,558 30.64
2025-08-14 13F Wells Fargo & Company/mn 29,095 13.59 1,866 14.27
2025-08-29 NP JAHBX - Small Cap Value Trust NAV 90,415 5,800
2025-07-15 13F Public Employees Retirement System Of Ohio 42,085 7.56 2,700 8.18
2025-07-21 13F Zwj Investment Counsel Inc 3,311 212
2025-08-13 13F Marshall Wace, Llp 8,442 542
2025-08-26 NP IWV - iShares Russell 3000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9,754 0.23 626 0.81
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 174 0.58 11 0.00
2025-07-28 NP QVMS - Invesco S&P SmallCap 600 QVM Multi-factor ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,824 3.80 359 -7.24
2025-08-06 13F Phocas Financial Corp. 111,355 0.01 7,143 0.61
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 48,244 7.03 2,974 -4.34
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 1,009 62
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class 5,437 349
2025-08-05 13F Bank Of Montreal /can/ 5,519 7.92 354 8.59
2025-08-14 13F Winton Capital Group Ltd 4,946 317
2025-07-15 13F Fortitude Family Office, LLC 8 1
2025-08-13 13F Norges Bank 21,786 1,398
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 4,181 20.56 256 4.08
2025-08-13 13F Jackson Creek Investment Advisors LLC 27,212 16.27 2 0.00
2025-08-14 13F California State Teachers Retirement System 31,818 0.90 2,041 1.54
2025-08-25 13F/A Neuberger Berman Group LLC 5,430 1.97 348 2.65
2025-08-12 13F Global Retirement Partners, LLC 1,210 78
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 6,558 17.00 401 1.01
2025-07-25 13F Yousif Capital Management, Llc 12,851 0.91 824 1.48
2025-07-31 13F Quest Partners LLC 1,538 99
2025-08-27 NP TPLNX - Timothy Small-Cap Value Fund Class A 48,761 8.08 3,128 8.72
2025-08-15 13F Great West Life Assurance Co /can/ 40,069 5.97 3 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 172,167 9.47 10,614 -2.16
2025-08-12 13F Rhumbline Advisers 99,727 2.23 6,397 2.83
2025-06-13 NP abrdn Funds - abrdn Focused U.S. Small Cap Active ETF 37,044 2,265
2025-08-08 13F Atlantic Trust, LLC 23 1
2025-08-14 13F Two Sigma Advisers, Lp 15,200 16.03 975 16.77
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 172 19.44 11 0.00
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 3,170 10.15 203 10.93
2025-07-28 13F New York State Teachers Retirement System 13,585 25.69 1
2025-08-08 13F/A Sterling Capital Management LLC 920 55.41 59 59.46
2025-07-11 13F/A Umb Bank N A/mo 168 90.91 11 100.00
2025-08-14 13F Raymond James Financial Inc 195,913 34.49 12,568 35.29
2025-08-14 13F/A Barclays Plc 80,033 37.89 5 66.67
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 2,677 15.04 164 -0.61
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 2,198 10.73 134 -4.29
2025-08-08 13F Pnc Financial Services Group, Inc. 3,122 0.42 200 1.01
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 25,427 0.45 1,631 1.05
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 5,443 5.30 349 6.08
2025-08-14 13F Verition Fund Management LLC 3,359 215
2025-08-13 13F Bare Financial Services, Inc 80 566.67 5
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 845,523 2.41 54,240 3.02
2025-08-13 13F Mount Yale Investment Advisors, LLC 5,637 1.93 362 2.56
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 5,226 0.56 335 1.21
2025-08-12 13F Dynamic Technology Lab Private Ltd 5,380 38.48 345 39.11
2025-08-07 13F Campbell & CO Investment Adviser LLC 10,672 685
2025-08-13 13F Edgestream Partners, L.P. 59,947 86.84 3,846 88.02
2025-08-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 32,689 1.61 2,097 22.22
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 39,962 4.50 2,564 5.13
2025-08-11 13F Empowered Funds, LLC 104,277 3.89 6,689 4.52
2025-07-31 13F MQS Management LLC 5,553 356
2025-08-13 13F Arizona State Retirement System 10,063 1.90 646 2.54
2025-08-04 13F Amalgamated Bank 9,867 0.40 1
2025-07-14 13F GAMMA Investing LLC 952 26.26 61 27.08
2025-08-08 13F Larson Financial Group LLC 38 72.73 2 100.00
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 2,373 3.53 152 4.11
2025-06-26 NP MSTQX - Morningstar U.S. Equity Fund 25,596 7.87 1,565 -6.68
2025-08-14 13F/A Skopos Labs, Inc. 141 513.04 9 800.00
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 59,068 1.39 3,789 1.99
2025-08-14 13F Tudor Investment Corp Et Al 26,748 1,716
2025-08-26 NP Profunds - Profund Vp Small-cap Value 370 0.54 24 0.00
2025-07-16 13F State of Alaska, Department of Revenue 20,583 7.80 1 0.00
2025-06-27 NP RSSL - Global X Russell 2000 ETF 20,859 6.68 1,275 -7.68
2025-08-01 13F Bessemer Group Inc 179 39.84 0
2025-07-14 13F Opal Wealth Advisors, LLC 538 1.51 35 3.03
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 28,019 964.96 1,713 1,270.40
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 32,819 70.14 2,105 71.14
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 4,860 1.52 312 1.97
2025-08-08 13F Geode Capital Management, Llc 866,906 0.45 55,619 1.04
2025-08-13 13F Natixis Advisors, L.p. 14,459 7.06 1
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 5,951 25.26 367 11.93
2025-08-13 13F MetLife Investment Management, LLC 214,577 960.11 13,765 967.05
2025-08-15 13F Tower Research Capital LLC (TRC) 6,724 229.61 431 231.54
2025-07-24 13F IFP Advisors, Inc 0 19
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 346,752 2.22 21,200 -11.56
2025-08-20 NP ASMOX - AQR Small Cap Momentum Style Fund Class I 3,168 16.13 203 17.34
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 3,901 2.55 239 -11.19
2025-08-14 13F Balyasny Asset Management Llc 4,468 287
2025-08-14 13F Ubs Asset Management Americas Inc 178,228 53.02 11,433 53.94
2025-08-13 13F Panagora Asset Management Inc 209,410 0.88 13,434 1.48
2025-08-14 13F Brevan Howard Capital Management LP 3,463 222
2025-08-12 13F LPL Financial LLC 5,027 25.90 322 26.77
2025-08-05 13F Simplex Trading, Llc Put 1,000 0
2025-08-05 13F Simplex Trading, Llc 100 0
2025-05-05 13F Foundry Partners, LLC 6,743 7.54 430 2.87
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 1,260 11.90 78 0.00
2025-06-24 NP MOPCX - NYLI WMC Small Companies Fund Class C 59,109 3,614
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 4,313 5.56 277 6.15
2025-08-14 13F Manufacturers Life Insurance Company, The 1,011,347 19.57 64,878 20.29
2025-08-26 NP Profunds - Profund Vp Small-cap 78 1.30 5 25.00
2025-08-29 NP STXK - Strive Small-Cap ETF 981 2.94 63 3.33
2025-07-23 13F Maryland State Retirement & Pension System 10,163 1.16 652 1.72
2025-08-12 13F Prudential Financial Inc 35,962 6.13 2,307 6.76
2025-08-14 13F Bank Of America Corp /de/ 123,598 15.95 7,929 16.64
2025-08-26 NP Profunds - Profund Vp Small-cap Growth 405 2.79 26 0.00
2025-08-15 13F Morgan Stanley 274,789 1.33 17,628 1.93
2025-07-29 NP LONAX - Longboard Alternative Growth Fund Class A 2,431 150
2025-06-27 NP AVFIX - American Beacon Small Cap Value Fund Institutional Class 222,676 316.83 13,614 435.35
2025-08-27 NP RYDEX VARIABLE TRUST - Banking Fund Variable Annuity 368 28.67 24 27.78
2025-08-14 13F Horizon Investments, LLC 10,300 656
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 8,032 30.50 495 16.75
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 7,771 5.63 499 6.18
2025-08-18 13F/A Westwood Holdings Group Inc 1,179,927 3.23 75,692 3.85
2025-08-13 13F ExodusPoint Capital Management, LP 12,658 1
2025-08-06 13F Rialto Wealth Management, LLC 2 0
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 12,222 2.40 784 3.02
2025-07-11 13F Diversified Trust Co 11,450 1.13 735 1.66
2025-07-29 NP SSMAX - Siit Small Mid Cap Equity Fund - Class A 18,890 10.53 1,165 -1.19
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 1,487 37.30 95 37.68
2025-07-25 13F Oregon Public Employees Retirement Fund 7,957 1.27 510 1.80
2025-07-28 NP HDG - ProShares Hedge Replication ETF 45 12.50 3 0.00
2025-06-30 NP XSMO - Invesco S&P SmallCap Momentum 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 119,797 7,324
2025-08-14 13F Price T Rowe Associates Inc /md/ 29,658 10.29 2 0.00
2025-07-29 NP VFMF - Vanguard U.S. Multifactor 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 1,066 2.50 66 -8.45
2025-08-07 13F CSM Advisors, LLC 6,598 0
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 33,270 2,134
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 10,250 2.25 627 -11.58
2025-08-28 NP TPSC - Timothy Plan US Small Cap Core ETF 7,465 5.81 479 6.46
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