BERY / Berry Global Group, Inc. - Kepemilikan Institusional - Pembeli

Berry Global Group, Inc.
US ˙ NYSE ˙ US08579W1036
HINDI NA ACTIVE ANG SIMBONG ITO

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Berry Global Group, Inc. meliputi CVSIX - Calamos Market Neutral Income Fund Class A, PMJIX - PIMCO RAE US Small Fund Institutional Class, MPSIX - MidCap S&P 400 Index Fund Institutional Class, NABAX - Neuberger Berman Absolute Return Multi-Manager Fund Class A, PPSFX - LargeCap Value Fund III R-3, PBAIX - Blackrock Tactical Opportunities Fund Institutional, Amplify ETF Trust - Amplify Cash Flow High Income ETF, CALAMOS INVESTMENT TRUST/IL - Calamos Merger Arbitrage Fund Class I, QIDX - Indexperts Quality Earnings Focused ETF, HHCAX - Highland Long/Short Healthcare Fund Class A, dan HMEAX - Highland Merger Arbitrage Fund Class A .

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
(%)
2025-05-27 NP FIMVX - Fidelity Mid 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 12,955 3.94 904 12.16
2025-04-24 NP FNDX - Schwab Fundamental U.S. Large Company 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 119,045 5.93 8,591 5.72
2025-07-10 13F Oliver Lagore Vanvalin Investment Group 1,862 21.70 130 31.63
2025-03-28 NP DFUS - Dimensional U.S. Equity ETF 25,511 6.55 1,733 2.73
2025-05-27 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 2,383 1.58 166 9.93
2025-05-28 NP SPMD - SPDR(R) Portfolio Mid Cap 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 512,455 7.87 35,774 16.44
2025-05-30 NP STXM - Strive Mid-Cap ETF 515 3.21 36 6.06
2025-05-22 NP IPMIX - Voya Index Plus MidCap Portfolio Class I 30,646 57.92 2,139 70.57
2025-05-30 NP PMJIX - PIMCO RAE US Small Fund Institutional Class 72,820 5,084
2025-05-23 NP OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 21,453 2.44 1,498 10.56
2025-04-25 NP VRNIX - Vanguard Russell 1000 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 16,646 2.36 1,201 2.21
2025-04-18 NP AVMC - Avantis U.S. Mid Cap Equity ETF 2,923 34.64 211 34.62
2025-05-27 NP SMMD - iShares Russell 2500 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 25,385 3.12 1,772 11.38
2025-05-30 NP TRMNX - T. Rowe Price Mid-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 6,671 16.12 466 25.34
2025-07-30 13F DekaBank Deutsche Girozentrale 714 0
2025-05-28 NP CVLC - Calvert US Large-Cap Core Responsible Index ETF 1,414 6.24 99 13.95
2025-05-30 NP Amplify ETF Trust - Amplify Cash Flow High Income ETF 1,507 105
2025-04-25 NP LYRIX - Lyrical U.S. Value Equity Fund Institutional Class 310,747 0.82 22,427 0.62
2025-03-31 NP FIOOX - Fidelity Series Large 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 37,898 4.22 2,574 0.51
2025-05-28 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 2,483 11.90 173 20.98
2025-05-29 NP RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Value Fund Variable Annuity 868 1.76 61 9.09
2025-03-27 NP PTMC - Pacer Trendpilot US Mid Cap ETF 16,827 0.08 1,143 3.35
2025-04-23 NP ESML - iShares ESG MSCI 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 49,380 3.34 3,564 3.13
2025-05-21 13F/A Geneos Wealth Management Inc. 432 17.39 30 30.43
2025-03-26 NP SWTSX - Schwab Total Stock Market 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 55,432 3.88 3,765 0.13
2025-04-29 NP SEIAX - SIIT Multi-Asset Real Return Fund - Class A 0 -100.00 0 -100.00
2025-04-25 NP IMCVX - Voya Multi-Manager Mid Cap Value Fund Class I 1,529 98.83 110 100.00
2025-05-28 NP THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 27,151 0.69 1,895 8.72
2025-05-28 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 22,092 1.10 1,542 9.13
2025-05-30 NP HHCAX - Highland Long/Short Healthcare Fund Class A Short -24,766 -1,729
2025-03-27 NP BLACKROCK FUNDS - iShares Total U.S. Stock Market 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 7,963 6.99 541 3.05
2025-04-01 NP SYLD - Cambria Shareholder Yield ETF 217,823 3.46 14,795 -0.26
2025-04-25 NP VRTTX - Vanguard Russell 3000 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 8,957 1.96 646 1.73
2025-03-26 NP SWMCX - Schwab U.S. Mid-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 16,364 3.21 1,111 -0.45
2025-03-27 NP RTSSX - Tax-Managed U.S. Mid & Small Cap Fund Class S 26,521 26,158.42 1,801 44,925.00
2025-05-28 NP PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 2,803 0.21 196 8.33
2025-03-28 NP MDPIX - Mid-cap Profund Investor Class 340 43.46 23 43.75
2025-03-27 NP NUSC - Nuveen ESG Small-Cap 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 113,383 0.25 7,701 -3.35
2025-05-29 NP JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 24,118 18.77 1,684 28.18
2025-05-28 NP CVMC - Calvert US Mid-Cap Core Responsible Index ETF 896 5.91 63 14.81
2025-03-26 NP PBAIX - Blackrock Tactical Opportunities Fund Institutional 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 2,447 166
2025-05-29 NP JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 54,283 62.46 3,789 75.42
2025-03-25 NP CALAMOS INVESTMENT TRUST/IL - Calamos Merger Arbitrage Fund Class I 1,100 75
2025-05-30 NP SEIV - SEI Enhanced U.S. Large Cap Value Factor ETF 50,297 8.23 3,511 16.84
2025-03-31 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 22,714 40.67 1,543 35.62
2025-04-22 NP JUST - Goldman Sachs JUST U.S. Large Cap Equity ETF 1,366 7.56 99 7.69
2025-05-27 NP Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 8,795 1.52 614 9.46
2025-04-25 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 211,518 2.15 15,265 1.95
2025-05-28 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 3,478,399 1.01 242,827 9.03
2025-04-24 NP SCHM - Schwab U.S. Mid-Cap 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 295,428 0.47 21,321 0.27
2025-05-22 NP ROUS - Hartford Multifactor US Equity ETF 10,999 834.49 768 922.67
2025-05-30 NP SIFAX - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 0 -100.00 0 -100.00
2025-04-24 NP SCHX - Schwab U.S. Large-Cap 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 111,767 0.99 8,066 0.80
2025-03-25 NP MPSIX - MidCap S&P 400 Index Fund Institutional Class 48,413 3,288
2025-05-27 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 5,620 9.15 392 18.07
2025-05-27 NP BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility 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 29 52.63 2 100.00
2025-03-31 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 52,093 4.99 3,538 1.23
2025-05-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 54,924 0.54 3,834 8.55
2025-03-28 NP JVAL - JPMorgan U.S. Value Factor ETF 21,439 7.01 1,456 3.19
2025-04-25 NP VRVIX - Vanguard Russell 1000 Value 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 56,518 9.17 4,079 8.95
2025-03-31 NP FLCOX - Fidelity Large 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 46,177 8.75 3,136 4.85
2025-05-28 NP DNLDX - BNY Mellon Active MidCap Fund Class A 22,772 105.34 1,590 121.62
2025-03-28 NP RFV - Invesco S&P MidCap 400 Pure Value 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 30,502 47.78 2,072 42.43
2025-03-27 NP SJCAX - Steward Large Cap Core Fund Class A 22,000 31.74 1,494 27.04
2025-04-22 NP GUSA - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 3,961 0.15 286 0.00
2025-03-28 NP MLPIX - Mid-cap Value Profund Investor Class 3,802 1,323.97 258 1,333.33
2025-05-19 NP CMJAX - Calvert US Mid-Cap Core Responsible Index Fund Class A 6,335 12.74 442 21.76
2025-05-27 NP XJH - iShares ESG Screened S&P Mid-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 12,270 12.10 857 21.07
2025-05-27 NP IUSV - iShares Core S&P U.S. 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 93,822 5.67 6,550 14.07
2025-03-28 NP DCOR - Dimensional US Core Equity 1 ETF 11,074 55.40 752 49.80
2025-07-24 13F IFP Advisors, Inc 178 5.33 12 9.09
2025-03-24 NP NABAX - Neuberger Berman Absolute Return Multi-Manager Fund Class A 3,179 216
2025-06-18 13F/A Voya Investment Management Llc 54,164 27.59 3,781 37.74
2025-03-27 NP SJVCX - Steward Large Cap Value Fund Class C 11,300 13.00 767 8.95
2025-04-01 NP PRF - Invesco FTSE RAFI US 1000 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 49,028 0.67 3,330 -2.94
2025-05-28 NP ONEY - SPDR Russell 1000 Yield Focus 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 27,002 8.41 1,885 17.08
2025-04-22 NP VVJEX - Voya VACS Series MCV Fund 1,466 108.53 106 110.00
2025-05-27 NP IJJ - iShares S&P Mid-Cap 400 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 651,888 3.42 45,508 11.64
2025-05-22 NP VVIMX - Voya VACS Index Series MC Portfolio 5,121 15.49 357 24.83
2025-05-29 NP TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 991 240.55 69 283.33
2025-03-21 NP PASIX - PACE Alternative Strategies Investments Class A 9,710 6,643.06 660 7,222.22
2025-04-25 NP EQAL - Invesco Russell 1000 Equal Weight 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 4,508 0.20 325 0.00
2025-05-28 NP MMTM - SPDR S&P 1500 Momentum 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 210 128.26 15 180.00
2025-04-24 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 5,618 7.13 405 6.86
2025-03-31 NP FSMDX - Fidelity Mid 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 361,224 1.65 24,534 -2.00
2025-03-31 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 33,465 3.33 2,273 -0.39
2025-03-26 NP TSMOX - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 15,882 1.73 1,079 -1.91
2025-04-24 NP SCHV - Schwab U.S. Large-Cap Value 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 57,338 1.23 4,138 1.05
2025-03-27 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 14,754 33.41 1,002 28.63
2025-04-25 NP IVOO - Vanguard S&P Mid-Cap 400 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 160,962 2.77 11,617 2.57
2025-05-27 NP IJH - iShares Core S&P Mid-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 3,775,724 1.50 263,583 9.57
2025-03-26 NP IYJ - iShares U.S. Industrials 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 27,245 3.06 1,850 -0.64
2025-05-30 NP HMEAX - Highland Merger Arbitrage Fund Class A Short -122,603 -8,559
2025-03-26 NP SFLNX - Schwab Fundamental US Large 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 64,712 4.62 4,395 0.87
2025-05-28 NP UBVLX - Undiscovered Managers Behavioral Value Fund Class L 3,875,451 1.33 270,545 9.38
2025-03-28 NP UMPIX - Ultramid-cap Profund Investor Class 1,243 5.43 84 1.20
2025-05-29 NP RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity 4,000 48.86 279 61.27
2025-03-26 NP SMLF - iShares Edge MSCI Multifactor 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 25,482 15.01 1,731 10.90
2025-04-18 NP AVSU - Avantis Responsible U.S. Equity ETF 611 4.62 44 4.76
2025-05-27 NP IWS - iShares Russell Mid-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 181,557 1.16 12,674 9.20
2025-03-31 NP FLAPX - Fidelity Flex Mid 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 4,598 2.02 312 -1.58
2025-05-27 NP IWR - iShares Russell Mid-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 389,805 3.54 27,212 11.77
2025-03-26 NP SWLVX - Schwab U.S. Large-Cap Value 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 3,589 3.37 244 -0.41
2025-04-28 13F CIBRA Capital Ltd 424,699 316.58 29,648 349.69
2025-05-14 13F Proequities, Inc. 0 0
2025-05-14 13F Proequities, Inc. Call 0 0
2025-04-25 NP RWK - Invesco S&P MidCap 400 Revenue 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 74,287 4.09 5,361 3.90
2025-05-14 13F Proequities, Inc. Put 0 0
2025-03-25 NP CVSIX - Calamos Market Neutral Income Fund Class A 550,000 37,356
2025-04-25 NP QVMM - Invesco S&P MidCap 400 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 15,959 11.20 1,152 10.99
2025-03-20 NP FMAT - Fidelity MSCI Materials 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 47,165 7.72 3,203 3.86
2025-05-27 NP FAEQX - PFM Multi-Manager Domestic Equity Fund Institutional Class 5,003 2.10 349 10.44
2025-04-01 NP PKW - Invesco BuyBack Achievers 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 63,141 33.83 4,289 29.04
2025-05-28 NP JMEE - JPMorgan Market Expansion Enhanced Equity ETF 104,179 10.37 7,273 19.13
2025-04-28 NP PTL - Inspire 500 ETF 2,326 11.77 168 11.33
2025-05-29 NP RYMDX - Mid-Cap 1.5x Strategy Fund Class H 377 0.80 26 8.33
2025-03-25 NP PPSFX - LargeCap Value Fund III R-3 2,699 183
2025-04-24 NP SCHK - Schwab 1000 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 8,384 0.67 605 0.50
2025-03-26 NP DFSTX - U.s. Small Cap 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 336,096 2.64 22,828 -1.05
2025-04-24 NP UMDD - ProShares UltraPro MidCap400 999 6.50 72 7.46
2025-04-18 NP AVLC - Avantis U.S. Large Cap Equity ETF 778 2.10 56 1.82
2025-03-26 NP QIDX - Indexperts Quality Earnings Focused ETF 795 54
2025-04-25 NP VSSVX - Small Cap Special Values Fund 26,075 0.33 1,882 0.11
2025-05-05 13F Lindbrook Capital, Llc 128 5.79 9 14.29
2025-04-25 NP DEUS - Xtrackers Russell 1000 Comprehensive Factor ETF 2,495 123.37 180 125.00
2025-05-28 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 169 67.33 12 83.33
2025-05-28 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 1,785,332 3.11 124,634 11.31
2025-03-25 NP BKMC - BNY Mellon US Mid Cap Core Equity ETF 17,479 2.80 1,187 -0.84
2025-03-31 NP FSWCX - Fidelity SAI U.S. 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 68,067 0.11 4,623 -3.47
2025-04-25 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 24,898 3.23 1,797 2.98
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