BGC / BGC Group, Inc. - Kepemilikan Institusional - Pembeli

BGC Group, Inc.
US ˙ NasdaqGS ˙ US0889291045

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di BGC Group, Inc. meliputi CIBC World Markets Inc., Eisler Capital Management Ltd., Jump Financial, LLC, Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund, Voloridge Investment Management, Llc, Fort Point Capital Partners LLC, Permanens Capital L.P., SWSCX - Schwab Small-Cap Equity Fund, SEIS - SEI Select Small Cap ETF, LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class, Synergy Financial Management, LLC, PSGIX - Blackrock Advantage Small Cap Growth Fund Institutional, MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio, Readystate Asset Management Lp, Itau Unibanco Holding S.A., Advisory Services Network, LLC, Optimist Retirement Group LLC, Permanent Capital Management, LP, Mount Yale Investment Advisors, LLC, dan Capital Fund Management S.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
(%)
2025-08-13 13F Amundi 62,122 62,649.49 668
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 12,252,680 9.19 125,345 21.81
2025-08-14 13F Toroso Investments, LLC 1,897,733 5.63 19,414 17.84
2025-08-07 13F Los Angeles Capital Management Llc 143,036 7.53 1,463 20.02
2025-08-28 NP CPAEX - Counterpoint Tactical Equity Fund Class A Shares 76,825 786
2025-08-14 13F Petrus Trust Company, LTA 60,592 620
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 29,692 21.64 304 35.87
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 27,626 11.16 250 5.49
2025-08-12 13F Legal & General Group Plc 1,014,199 4.05 10,375 16.08
2025-07-24 13F Robertson Stephens Wealth Management, LLC 1,559,058 1.02 15,949 12.71
2025-08-05 13F Simplex Trading, Llc 78,920 180.91 1
2025-08-14 13F EP Wealth Advisors, Inc. 52,449 22.66 537 36.73
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 59,938 29.47 613 44.58
2025-07-29 NP Zacks Trust - Zacks Small-Cap Core Fund Investor Class Shares 5,700 53
2025-08-12 13F Franklin Resources Inc 126,197 1,291
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth 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 370,848 1.84 3,360 -3.28
2025-08-26 NP PSOPX - JPMorgan Small Cap Value Fund Class I 445,265 29.05 4,555 44.01
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 87,795 0.11 898 11.69
2025-08-14 13F Xponance, Inc. 28,358 3.94 290 16.00
2025-07-30 13F Bleakley Financial Group, LLC 41,031 420
2025-05-23 NP QQMNX - Federated Hermes MDT Market Neutral Fund Institutional Shares 0 -100.00 0 -100.00
2025-08-14 13F Quantinno Capital Management LP 17,192 176
2025-08-14 13F Engineers Gate Manager LP 27,547 32.45 282 47.89
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 130,251 11.53 1,180 5.92
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 538,442 8.06 4,997 1.28
2025-06-18 NP REBYX - U.S. Small Cap Equity Fund Class Y Short -22,216 -8.98 -201 -13.36
2025-08-28 NP SEIS - SEI Select Small Cap ETF 133,913 1,370
2025-07-24 NP HSMNX - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 164,288 359.74 1,525 331.73
2025-08-13 13F Kennedy Capital Management, Inc. 331,007 1.69 3,386 13.47
2025-08-13 13F Mackenzie Financial Corp 235,337 80.92 2,407 101.93
2025-08-26 NP NSMAX - Nuveen NWQ Small/Mid-Cap Value 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 306,111 4.72 3,132 16.83
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 12,172 132
2025-08-08 13F Smithfield Trust Co 9,713 1,145.26 0
2025-07-29 NP WPGTX - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL 71,563 0.38 664 -5.82
2025-08-14 13F/A Rockefeller Capital Management L.P. 2,145,969 5.88 21,953 18.12
2025-08-13 13F Renaissance Technologies Llc 1,237,048 44.25 12,655 60.94
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 621,144 1.91 6,354 13.69
2025-08-08 13F Mitsubishi UFJ Trust & Banking Corp 25,177 258
2025-08-14 13F Two Sigma Investments, Lp 192,758 459.24 1,972 523.73
2025-08-06 13F True Wealth Design, LLC 20 400.00 0
2025-08-05 13F Mountain Hill Investment Partners Corp. 252,808 102.21 2,586 125.65
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 59,088 10.88 535 5.31
2025-08-27 NP VISVX - Vanguard Small-Cap Value 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 5,919,983 4.07 60,561 16.11
2025-08-14 13F UBS Group AG 1,183,659 53.72 12,109 71.50
2025-08-22 NP FESM - Fidelity Enhanced Small Cap ETF 1,004,092 54.20 10,272 72.01
2025-08-14 13F Azora Capital LP 1,736,032 40.93 17,760 57.21
2025-08-14 13F CIBC World Markets Inc. 669,966 6,854
2025-08-14 13F Susquehanna Portfolio Strategies, LLC 31,623 324
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 3,328 60.00 30 57.89
2025-08-18 13F/A National Bank Of Canada /fi/ 165,796 4.18 1,694 16.27
2025-08-20 NP RUSC - U.S. Small Cap Equity Active ETF 7,239 74
2025-08-14 13F Voloridge Investment Management, Llc 345,387 3,533
2025-07-23 NP CFSLX - Column Small Cap Fund 129,341 8.53 1,200 1.78
2025-07-07 13F Versant Capital Management, Inc 334 32.02 3 50.00
2025-08-26 NP NSCAX - Nuveen NWQ Small-Cap Value 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 782,617 0.39 8,006 12.00
2025-07-25 13F Cwm, Llc 16,031 223.08 0
2025-08-14 13F Legato Capital Management LLC 836,419 0.38 8,557 11.99
2025-04-03 13F First Hawaiian Bank 160,002 28.17 1,467 29.82
2025-08-14 13F Algert Global Llc 1,359,503 108.99 14 160.00
2025-08-29 NP STXK - Strive Small-Cap ETF 10,981 3.57 112 15.46
2025-08-14 13F Nebula Research & Development LLC 169,341 94.69 1,732 117.31
2025-08-12 13F Eisler Capital Management Ltd. 516,250 5,281
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 1,783,588 6.92 16,552 0.22
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 693,027 1.98 6,431 -4.40
2025-06-24 NP ESCKX - 1290 Essex Small Cap Growth Fund Class R 76,348 1.08 692 -4.03
2025-07-29 NP PSCNX - Penn Capital Special Situations Small Cap Equity Fund Institutional Class 124,924 4.26 1,159 -2.28
2025-08-14 13F Ieq Capital, Llc 22,178 11.49 227 24.18
2025-07-15 13F Bfsg, Llc 25,270 0.76 259 12.66
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 170 2
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 54,955 2.33 562 14.23
2025-08-15 13F WealthCollab, LLC 1,166 57.78 12 83.33
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 19,690 0.31 0
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 27,066 20.47 277 33.98
2025-08-28 NP QCSTRX - Stock Account Class R1 2,600,096 1,684.80 26,599 1,889.38
2025-08-25 NP MML Series Investment Fund II - MML Small Cap Equity Fund Initial Class 129,982 2.21 1,330 13.98
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 2,523 225.13 23 228.57
2025-08-15 13F Morgan Stanley 5,479,569 17.23 56,056 30.78
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 97,233 8.55 995 21.07
2025-08-14 13F/A Skopos Labs, Inc. 2,239 88.15 23 120.00
2025-08-13 13F Walleye Capital LLC Put 7,700 20.31 79 34.48
2025-08-12 13F Aigen Investment Management, Lp 49,795 509
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 129,059 4.01 1,320 16.09
2025-08-12 13F/A Boston Partners 9,550,387 12.46 97,467 25.88
2025-08-15 NP Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund 412,434 4,219
2025-07-28 13F Harbour Investments, Inc. 414 4
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 237,046 2,425
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 12,158 36.67 124 69.86
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 242,368 170.51 2,479 233.65
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 58,353 133.63 597 187.92
2025-07-25 13F Hemington Wealth Management 406 19.06 0
2025-08-14 13F PDT Partners, LLC 778,954 17.12 7,969 30.64
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 19,735 7.91 202 20.36
2025-08-14 13F Two Sigma Advisers, Lp 120,918 150.77 1,237 179.64
2025-08-13 13F Bare Financial Services, Inc 496 206.17 5 400.00
2025-07-25 13F Oregon Public Employees Retirement Fund 86,258 0.58 882 12.21
2025-06-27 NP DASVX - Dunham Small Cap Value Fund Class A 123,723 16.52 1,121 10.67
2025-08-26 NP Profunds - Profund Vp Small-cap Growth 4,775 3.40 49 14.29
2025-07-23 13F Louisiana State Employees Retirement System 176,900 0.34 1,810 11.94
2025-08-15 13F Keel Point, LLC 11,809 4.49 121 16.50
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 87,693 14.79 794 9.07
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 101,268 6.48 1,036 18.69
2025-08-14 13F Warren Averett Asset Management, LLC 13,258 3.04 136 15.38
2025-06-18 NP RMYAX - Multi-Strategy Income Fund Class A 68,639 20.03 622 13.94
2025-07-14 13F GAMMA Investing LLC 4,778 0.59 49 11.63
2025-08-12 13F Elo Mutual Pension Insurance Co 79,798 118.66 816 144.31
2025-08-12 13F CM Management, LLC 350,000 16.67 3,580 30.13
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 9,540 27.23 98 42.65
2025-08-11 13F HighTower Advisors, LLC 43,595 96.25 446 119.21
2025-08-27 NP OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 17,634 180
2025-08-13 13F Hsbc Holdings Plc 74,654 48.42 762 68.21
2025-08-28 NP ESIX - SPDR S&P SmallCap 600 ESG 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 2,941 30
2025-08-14 13F Millennium Management Llc 1,413,797 249.62 14,463 290.05
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 275,167 29.15 2,815 44.09
2025-07-22 13F HFM Investment Advisors, LLC 23 155.56 0
2025-07-22 13F Bay Harbor Wealth Management, LLC 11 57.14 0
2025-08-12 13F Public Sector Pension Investment Board 1,291,145 8.77 13,208 21.34
2025-08-14 13F Quarry LP 4,406 45
2025-05-12 13F Sandy Spring Bank 10,064 0.22 92 2.22
2025-08-13 13F Arrowstreet Capital, Limited Partnership 741,743 26.38 7,588 40.99
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 278,479 1.29 2,849 12.97
2025-08-13 13F Russell Investments Group, Ltd. 1,687,632 4.74 17,264 16.85
2025-07-23 13F Equitable Trust Co 105,535 10.34 1,080 23.03
2025-07-24 13F Muhlenkamp & Co Inc 1,749,838 0.90 17,901 12.56
2025-07-23 13F Klp Kapitalforvaltning As 98,600 12.56 1,009 25.53
2025-08-12 13F Rhumbline Advisers 1,040,505 0.23 10,644 11.82
2025-08-05 13F Bank Of Montreal /can/ 63,165 4.87 646 17.03
2025-08-15 13F Captrust Financial Advisors 160,983 1.06 1,647 12.74
2025-08-14 13F Qube Research & Technologies Ltd 1,040,754 82.49 10,647 103.60
2025-08-13 13F M&t Bank Corp 187,049 0.95 1,914 12.60
2025-08-14 13F Man Group plc 50,457 516
2025-08-14 13F Soros Fund Management Llc 3,604,231 28.15 36,871 42.97
2025-08-04 13F Atria Investments Llc 10,364 106
2025-08-07 13F Allworth Financial LP 416 171.90 4 300.00
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 68,262 0.10 698 11.68
2025-08-07 13F Parkside Financial Bank & Trust 12,230 0.16 125 12.61
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 8,436 11.40 86 24.64
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 68,098 14.24 617 8.45
2025-08-08 13F Itau Unibanco Holding S.A. 40,000 409
2025-07-08 13F Parallel Advisors, LLC 97 70.18 1
2025-06-30 NP VT - Vanguard Total World Stock Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 227,602 5.17 2,062 -0.10
2025-05-29 NP SSVSX - Victory Special Value Fund Class A 57,019 22.60 523 23.99
2025-08-13 13F Invesco Ltd. 8,741,720 5.16 89,428 17.32
2025-06-25 NP GSATX - Goldman Sachs Small Cap Value Insights Fund Class A 730,049 48.31 6,614 40.87
2025-08-04 13F Amalgamated Bank 107,403 1.04 1
2025-08-13 13F Norges Bank 334,240 3,419
2025-06-25 NP VFPIX - Private Capital Management Value Fund Class I 300,450 7.23 2,722 1.83
2025-06-26 NP FCMVX - Fidelity Mid Cap Value K6 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 30,327 99.93 275 90.28
2025-08-13 13F Cerity Partners LLC 11,278 9.26 115 22.34
2025-06-18 NP NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 11,040 17.71 100 12.36
2025-08-14 13F Sand Hill Global Advisors, LLC 11,567 118
2025-08-14 13F Penn Capital Management Co Inc 2,238,373 0.00 22,958 11.56
2025-08-14 13F Susquehanna International Group, Llp 506,941 12.55 5,186 25.57
2025-08-14 13F Susquehanna International Group, Llp Put 38,800 397
2025-08-08 13F Atlantic Trust, LLC 60 1
2025-08-14 13F Sei Investments Co 178,479 8.90 1,826 21.50
2025-08-26 NP IJR - iShares Core 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 22,557,237 5.50 230,761 17.70
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 112,115 3.74 1,016 -1.55
2025-08-04 13F Hantz Financial Services, Inc. 56 60.00 0
2025-08-12 13F Proequities, Inc. 0 0
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 5,842,326 1.16 59,767 12.85
2025-07-25 13F Yousif Capital Management, Llc 142,406 2.29 1,457 14.11
2025-07-23 13F Prime Capital Investment Advisors, LLC 62,143 0.09 636 11.60
2025-06-25 NP FYC - First Trust Small Cap Growth AlphaDEX 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 276,319 43.24 2,503 36.03
2025-07-11 13F/A Financiere des Professionnels - Fonds d,investissement inc. 17,193 176
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 170,913 2.20 1,548 -2.95
2025-08-07 13F Readystate Asset Management Lp 46,468 475
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 2,042,792 1.30 18,957 -5.05
2025-08-14 13F Royal Bank Of Canada 1,075,177 876.61 10,999 989.01
2025-07-28 13F New York State Teachers Retirement System 199,734 23.15 2 100.00
2025-08-25 NP STCE - Schwab Crypto Thematic ETF 136,616 16.45 1,398 29.95
2025-08-15 13F Tower Research Capital LLC (TRC) 61,778 540.25 632 617.05
2025-08-13 13F New York State Common Retirement Fund 2,221,762 0.13 23 10.00
2025-08-27 NP Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 119,479 31.71 1,222 47.05
2025-08-29 NP DON - WisdomTree U.S. MidCap Dividend Fund N/A 247,417 4.76 2,531 16.91
2025-08-26 13F/A Thrivent Financial For Lutherans 278,479 1.29 3 0.00
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 72,738 0.37 744 12.05
2025-07-14 13F Counterpoint Mutual Funds LLC 76,825 89.60 786 113.90
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 116,594 41.12 1,112 43.67
2025-07-22 13F Coastal Investment Advisors, Inc. 24,820 1.85 254 13.45
2025-08-12 13F Charles Schwab Investment Management Inc 4,669,075 0.07 47,765 11.64
2025-08-26 NP PSGIX - Blackrock Advantage Small Cap Growth 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 74,283 760
2025-08-28 NP SPWIX - Simt Small Cap Growth Fund Class I 109,285 120.68 1,118 146.04
2025-08-14 13F Capitolis Liquid Global Markets LLC 1,588,300 82.40 16,248 103.48
2025-08-08 13F Hartland & Co., LLC 2,775 28
2025-07-15 13F Permanent Capital Management, LP 28,378 290
2025-05-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 346,494 4.71 3,177 6.01
2025-08-13 13F Mount Yale Investment Advisors, LLC 27,947 286
2025-07-18 13F PFG Investments, LLC 11,235 0.13 115 11.76
2025-08-27 NP AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Small Cap Fund Series II 1,148,244 15.16 11,747 28.47
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 636,894 12.39 5,770 6.75
2025-08-14 13F Mml Investors Services, Llc 28,466 2.58 0
2025-07-29 NP EBI - Longview Advantage ETF 4,687 2,393.09 43 4,200.00
2025-08-14 13F Prana Capital Management, LP 249,676 10.54 2,554 23.32
2025-08-06 13F Phocas Financial Corp. 689,414 0.01 7,053 11.58
2025-08-13 13F Fifth Lane Capital, Lp 12,500 128
2025-05-27 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 383,624 4.98 3,518 6.25
2025-07-24 13F Brucke Financial, Inc. 34,599 0.10 354 12.78
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 841 2.31 9 14.29
2025-08-14 13F/A Barclays Plc 749,376 47.62 8 75.00
2025-08-01 13F Envestnet Asset Management Inc 28,027 18.16 287 31.80
2025-08-04 13F Assetmark, Inc 267 14.10 3 0.00
2025-07-11 13F/A Umb Bank N A/mo 1,654 22.43 17 33.33
2025-07-15 13F Fortitude Family Office, LLC 61 1
2025-06-25 NP FAD - First Trust Multi Cap Growth AlphaDEX 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 34,223 80.63 310 72.22
2025-07-25 13F Fifth Third Wealth Advisors LLC 11,797 0.33 121 12.15
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 21,087 53.29 191 45.80
2025-08-21 NP LUSIX - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 8,813 90
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 74,495 140.45 762 196.50
2025-08-08 13F Larson Financial Group LLC 25 13.64 0
2025-08-08 13F SBI Securities Co., Ltd. 41 32.26 0
2025-07-28 NP VVSCX - Small Cap Value Fund 88,663 30.37 823 22.14
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 418,308 3.48 4,279 15.46
2025-08-26 NP JSCSX - JPMorgan U.S. Small Company Fund Class I 296,908 32.44 3,037 47.79
2025-08-27 NP VSTCX - Vanguard Strategic Small-Cap Equity 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 182,753 78.96 1,870 99.68
2025-06-24 NP SWSCX - Schwab Small-Cap Equity 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 138,459 1,254
2025-07-16 13F State of Alaska, Department of Revenue 225,207 8.59 2 100.00
2025-08-13 13F Jones Financial Companies Lllp 2,658 25.38 27 36.84
2025-08-26 NP IJS - iShares S&P Small-Cap 600 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 1,615,878 14.56 16,530 27.80
2025-08-12 13F Jefferies Financial Group Inc. 124,106 30.65 1,270 45.69
2025-08-12 13F Steward Partners Investment Advisory, Llc 1,103 3.18 11 22.22
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 8,939,830 5.84 91,454 18.07
2025-08-01 13F Bessemer Group Inc 1,336 36.33 0
2025-08-14 13F Stifel Financial Corp 90,869 930
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 222,595 0.15 2,066 -6.14
2025-07-29 NP ORSIX - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 390,033 3,620
2025-08-14 13F Comerica Bank 141,102 2.17 1,443 13.98
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 16,780 71.40 152 63.44
2025-08-12 13F AltraVue Capital, LLC 9,728,940 1.11 99,527 12.80
2025-08-13 13F Kilter Group LLC 143 1
2025-08-08 13F Crossmark Global Holdings, Inc. 17,483 0.18 179 11.25
2025-08-12 13F Clearbridge Investments, LLC 2,407,748 26.37 24,631 40.98
2025-06-18 NP RAZAX - Multi-Asset Growth Strategy Fund Class A 156,707 19.28 1,420 13.25
2025-08-15 13F Optimist Retirement Group LLC 32,273 330
2025-08-14 13F Alliancebernstein L.p. 424,145 0.12 4,339 11.71
2025-08-07 13F Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 2,093 21
2025-08-08 13F Creative Planning 27,946 49.31 286 66.67
2025-08-11 13F Pineridge Advisors LLC 121 1
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 29,563 44.72 302 61.50
2025-08-26 NP JMEE - JPMorgan Market Expansion Enhanced Equity ETF 161,086 3.42 1,648 15.34
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 193,196 9.18 1,976 21.82
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 42 0
2025-08-14 13F Fort Point Capital Partners LLC 273,422 2,797
2025-08-19 13F Marex Group plc 10,707 110
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 3,143,672 112.51 32,160 161.92
2025-08-11 13F Rothschild Investment Llc 755 36.04 8 40.00
2025-04-28 NP SIXL - 6 Meridian Low Beta Equity Strategy ETF 81,278 4.63 805 6.35
2025-08-13 13F Shelton Capital Management 16,118 4.82 165 16.31
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 268,900 2.59 2,751 14.44
2025-08-12 13F Pathstone Holdings, LLC 18,176 8.79 186 20.92
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 165,648 1.07 1,695 12.78
2025-08-14 13F Gillson Capital LP 1,812,526 151.74 19 200.00
2025-06-25 NP FYX - First Trust Small Cap Core AlphaDEX 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 223,768 11.89 2,027 6.29
2025-07-28 NP HDG - ProShares Hedge Replication ETF 467 8.86 4 0.00
2025-08-26 NP Profunds - Profund Vp Small-cap 819 2.25 8 14.29
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 9,277,507 5.64 94,909 17.85
2025-06-27 NP RSSL - Global X Russell 2000 ETF 215,841 3.96 1,956 -1.26
2025-08-13 13F Panagora Asset Management Inc 1,203,542 1.73 12,312 13.49
2025-08-06 13F Round Rock Advisors, LLC 93,689 1.27 958 12.97
2025-07-25 13F Verdence Capital Advisors LLC 20,251 8.01 207 21.05
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 933,510 5.48 8,458 0.17
2025-08-28 NP SLLAX - SIMT Small Cap Fund Class F 112,301 0.95 1,149 12.55
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 96 2.13 1
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 1,824 213.40 17 220.00
2025-07-24 13F IFP Advisors, Inc 166 3
2025-06-25 NP GCSIX - Goldman Sachs Small Cap Equity Insights Fund Institutional 270,023 98.08 2,446 88.15
2025-08-11 13F Vanguard Group Inc 42,575,126 5.63 435,544 17.84
2025-08-12 13F Inscription Capital, LLC 114,266 1,169
2025-08-13 13F Jump Financial, LLC 485,100 4,963
2025-08-27 NP AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Small Cap Fund Class R6 2,100,175 3.47 21,485 15.42
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 45,410 3.95 465 16.00
2025-08-12 13F Nuveen, LLC 7,045,708 59.26 72,078 77.67
2025-08-13 13F Capital Fund Management S.a. Call 20,700 212
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 503 1.82 5 25.00
2025-08-14 13F Hancock Whitney Corp 61,471 53.45 629 71.12
2025-06-26 NP FFLV - Fidelity Fundamental Large Cap Value ETF 1,635 123.06 15 133.33
2025-08-21 NP LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 8,691 89
2025-08-14 13F Price T Rowe Associates Inc /md/ 340,191 9.51 3 50.00
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 68,132 22.28 697 36.47
2025-08-13 13F EverSource Wealth Advisors, LLC 2,691 815.31 28 1,250.00
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 121,779 1,246
2025-07-23 13F Maryland State Retirement & Pension System 111,300 2.28 1,139 14.14
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 6,160 1.57 63 14.55
2025-08-14 13F Balyasny Asset Management Llc 1,157,804 2.00 11,844 13.80
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 1,828 2.18 19 12.50
2025-07-14 13F Toth Financial Advisory Corp 120 1
2025-08-19 NP RIFBX - U.S. Small Cap Equity Fund Short -5,356 -19.36 -55 -10.00
2025-07-22 13F O'Keefe Stevens Advisory, Inc. 1,724,938 2.44 17,646 14.28
2025-08-26 NP IPSIX - Voya Index Plus SmallCap Portfolio Class I 206,912 209.17 2,117 245.19
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 72,189 1.94 738 13.71
2025-08-25 NP DLBMX - MassMutual Premier Small Cap Opportunities Fund Class A 469,951 4.83 4,808 16.96
2025-08-06 13F Rialto Wealth Management, LLC 20 0
2025-08-11 13F Empowered Funds, LLC 10,981 3.57 112 15.46
2025-08-26 NP IJSIX - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 52,494 35.25 537 51.27
2025-08-14 13F Voya Investment Management Llc 717,087 25.52 7,336 40.03
2025-08-14 13F Verition Fund Management LLC 224,181 139.70 2,293 167.56
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 464,465 7.21 4,751 19.61
2025-07-10 13F CWC Advisors, LLC. 63,554 2.80 650 14.84
2025-07-25 13F JustInvest LLC 20,590 5.84 211 17.98
2025-08-14 13F Headlands Technologies LLC 5,354 55
2025-08-13 13F Arizona State Retirement System 103,481 2.56 1,059 14.38
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 80,580 3.76 824 15.73
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 884,967 0.60 8,018 -4.47
2025-08-12 13F BlackRock, Inc. 54,009,075 5.76 552,513 17.98
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 763 8
2025-08-14 13F Permanens Capital L.P. 170,000 1,739
2025-08-14 13F Money Concepts Capital Corp 84,417 16.55 864 29.97
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 40,388 0.06 366 -5.19
2025-07-21 13F Synergy Financial Management, LLC 110,458 1,130
2025-07-30 13F Ethic Inc. 15,017 16.68 152 27.97
2025-08-26 NP Profunds - Profund Vp Small-cap Value 3,723 1.42 38 15.15
2025-08-11 13F Samson Rock Capital LLP 17,400 178
2025-06-24 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 187,349 9.39 1,697 3.92
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 95,912 5.13 981 17.34
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 33,592 12.79 344 25.64
2025-05-15 13F Texas Permanent School Fund 180,156 1,632
2025-08-19 13F Advisory Services Network, LLC 33,951 315
2025-08-14 13F Horizon Investments, LLC 170,471 1,744
2025-08-28 NP TPSC - Timothy Plan US Small Cap Core ETF 49,113 21.14 502 35.31
2025-08-14 13F Private Capital Management, LLC 4,146,482 3.69 42,419 15.92
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 24,986 5.82 256 18.06
2025-08-13 13F First Trust Advisors Lp 725,590 15.73 7,423 29.10
2025-07-11 13F Diversified Trust Co 89,302 1.13 914 12.86
2025-08-11 13F Bell Investment Advisors, Inc 884 6.89 9 28.57
2025-08-14 13F Lazard Asset Management Llc 909,831 1,525.54 9
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 61,065 625
2025-08-05 13F Versor Investments LP 127,400 1,303
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 52,828 2.14 540 13.92
2025-08-06 13F Atlantic Union Bankshares Corp 10,084 103
2025-08-07 13F Profund Advisors Llc 17,227 2.76 176 15.03
2025-08-08 13F Cetera Investment Advisers 24,487 251
2025-07-11 13F Farther Finance Advisors, LLC 627 237.10 6 500.00
2025-04-24 NP OASC - OneAscent Small Cap Core ETF 9,884 12.00 98 14.12
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 2,948 0
2025-08-14 13F Bayesian Capital Management, LP 26,100 1.16 267 13.14
2025-03-12 NP AFDVX - Applied Finance Explorer Fund Investor Class 829,644 12.19 7,915 14.22
2025-06-30 NP RSMC - Rockefeller U.S. Small-Mid Cap ETF 1,902,051 17.20 17,233 11.30
2025-04-01 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 2,041,725 40.78 19,478 43.34
2025-08-13 13F Bridgewater Associates, LP 78,002 798
2025-08-14 13F Glenmede Investment Management, LP 9,646 99
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 134,438 4.00 1,375 16.03
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 235,632 9.87 2,411 22.58
2025-08-27 NP PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 340,200 1.96 3,480 13.76
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