CBU / Community Financial System, Inc. - Kepemilikan Institusional - Pembeli

Community Financial System, Inc.
US ˙ NYSE ˙ US2036071064

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Community Financial System, Inc. meliputi Basswood Capital Management, L.l.c., XSMO - Invesco S&P SmallCap Momentum ETF, IWO - iShares Russell 2000 Growth ETF, FYC - First Trust Small Cap Growth AlphaDEX Fund, Susquehanna Portfolio Strategies, LLC, FECGX - Fidelity Small Cap Growth Index Fund, Mariner, LLC, Gitterman Wealth Management, LLC, LONAX - Longboard Alternative Growth Fund Class A, BBGSX - Bridge Builder Small/Mid Cap Growth Fund, EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB, RUSC - U.S. Small Cap Equity Active ETF, BNP Paribas Asset Management Holding S.A., PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P, Aster Capital Management (DIFC) Ltd, Twin Peaks Wealth Advisors, LLC, FTKI - First Trust Small Cap BuyWrite Income ETF, MAI Capital Management, Atlantic Trust, LLC, dan Fortitude Family Office, 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
(%)
2025-06-27 NP RSSL - Global X Russell 2000 ETF 31,780 6.60 1,735 -11.21
2025-07-29 NP SEHAX - SIIT U.S. Equity Factor Allocation Fund Class A 2,725 492.39 153 427.59
2025-08-14 13F Mml Investors Services, Llc 17,651 8.71 1
2025-07-24 13F CWM Advisors, LLC 6,832 12.76 389 12.79
2025-08-08 13F Avantax Advisory Services, Inc. 5,084 1.88 289 2.12
2025-08-07 13F Profund Advisors Llc 4,204 0.48 239 0.84
2025-06-26 NP DFUV - Dimensional US Marketwide Value ETF 39,313 0.04 2,146 -16.66
2025-08-14 13F Hilton Capital Management, LLC 49,827 10.25 2,834 10.28
2025-07-16 13F State of Alaska, Department of Revenue 31,462 7.81 2 0.00
2025-08-14 13F FJ Capital Management LLC 270,197 157.02 15,366 157.09
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 6,119 2.31 348 2.06
2025-07-15 13F Fortitude Family Office, LLC 14 1
2025-08-05 13F Bank Of Montreal /can/ 11,040 0.36 628 0.32
2025-08-06 13F Commonwealth Equity Services, Llc 26,713 4.15 2 0.00
2025-08-14 13F/A Barclays Plc 113,505 45.54 6 50.00
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 18,766 11.51 1,024 -7.08
2025-08-26 NP FTKI - First Trust Small Cap BuyWrite Income ETF 46 3
2025-08-14 13F Occudo Quantitative Strategies Lp 13,385 39.11 761 39.38
2025-08-14 13F Comerica Bank 19,900 0.79 1,132 0.80
2025-08-13 13F Arizona State Retirement System 15,420 2.27 877 2.22
2025-05-27 NP Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 4,564 0.13 260 -7.83
2025-08-14 13F Benjamin Edwards Inc 5,307 12.03 302 11.90
2025-06-27 NP BIVIX - Invenomic Fund Institutional Class shares Short -85,918 -4,690
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 19,077 6.09 1,085 6.07
2025-08-14 13F Rafferty Asset Management, LLC 35,956 7.62 2,045 7.64
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 158,044 8,628
2025-07-29 NP LONAX - Longboard Alternative Growth Fund Class A 2,640 148
2025-08-28 NP TPSC - Timothy Plan US Small Cap Core ETF 8,137 13.55 463 13.51
2025-06-25 NP CDAZX - Multi-Manager Directional Alternative Strategies Fund Institutional Class 0 -100.00 0 -100.00
2025-07-28 NP VCSLX - Small Cap Index Fund 22,241 11.30 1,251 -1.11
2025-08-28 NP SPDG - SPDR Portfolio S&P Sector Neutral Dividend ETF 54 17.39 3 50.00
2025-07-24 13F Jfs Wealth Advisors, Llc 39 30.00 2 100.00
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-22 NP FESM - Fidelity Enhanced Small Cap ETF 101,668 4.94 5,782 4.96
2025-08-12 13F Proequities, Inc. 0 0
2025-07-08 13F Rise Advisors, LLC 703 0.72 40 0.00
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 8,275 31.41 465 16.83
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 18,779 3.20 1,068 3.19
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 4,145 4.78 236 4.91
2025-09-04 13F/A Advisor Group Holdings, Inc. 9,358 11.17 532 11.30
2025-07-23 13F Maryland State Retirement & Pension System 15,532 1.09 883 1.15
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 10,085 0.38 574 0.35
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 4,676 60.69 255 34.21
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 4,072 14.51 222 -4.72
2025-07-24 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 23,039 10.39 1,296 -1.89
2025-07-22 NP GSSIX - Goldman Sachs Small Cap Value Fund Institutional 131,558 25.58 7,399 11.58
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 1,536 46.29 87 47.46
2025-08-01 13F Bessemer Group Inc 181 29.29 0
2025-08-12 13F SRS Capital Advisors, Inc. 57 3.64 3 0.00
2025-07-17 13F Raleigh Capital Management Inc. 8 0
2025-08-20 NP RUSC - U.S. Small Cap Equity Active ETF 887 50
2025-08-26 NP Profunds - Profund Vp Small-cap 121 2.54 7 0.00
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 2,479 141
2025-08-27 NP Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A 202,351 7.59 11,508 7.60
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 3,533 9.28 201 9.29
2025-08-14 13F Fmr Llc 129,184 3.96 7,347 3.98
2025-08-14 13F Stifel Financial Corp 47,912 40.35 2,725 40.34
2025-08-14 13F Waterford Advisors, LLC 64,107 2,551
2025-08-15 13F Morgan Stanley 2,224,430 0.02 126,503 0.04
2025-07-31 13F Waldron Private Wealth LLC 216,121 1.55 12,390 1.57
2025-08-08 13F Ogorek Anthony Joseph /ny/ /adv 565 0.71 0
2025-08-12 13F Prudential Financial Inc 54,718 6.00 3,740 5.06
2025-08-13 13F EverSource Wealth Advisors, LLC 781 176.95 44 175.00
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 24,499 2.51 1,393 2.58
2025-05-02 13F/A Mackenzie Financial Corp 3,310 204
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 882 3.89 50 4.17
2025-08-07 13F Parkside Financial Bank & Trust 103 186.11 6 150.00
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 24,010 2.76 1,311 -14.44
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 854 7.56 48 -4.00
2025-08-29 NP STXK - Strive Small-Cap ETF 1,652 3.51 94 3.33
2025-08-29 NP SFSLX - 1919 Financial Services Fund Class C 24,800 115.65 1,410 115.93
2025-08-08 13F Larson Financial Group LLC 11 120.00 1
2025-08-13 13F Bare Financial Services, Inc 133 411.54 8 600.00
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 186 23.18 10 11.11
2025-08-11 13F Covestor Ltd 702 24.91 0
2025-07-29 NP EBI - Longview Advantage ETF 471 1,862.50 26 2,500.00
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation 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 Short -3,473 1
2025-08-28 NP CBHAX - Victory Market Neutral Income Fund Class A 127,580 13.71 7,255 13.73
2025-08-15 13F Tower Research Capital LLC (TRC) 6,474 206.24 368 206.67
2025-08-12 13F Dimensional Fund Advisors Lp 1,825,822 1.62 103,837 1.64
2025-08-08 13F/A Sterling Capital Management LLC 76,510 0.25 4,351 0.28
2025-08-12 13F Pathstone Holdings, LLC 5,585 318
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 270 2.66 15 7.14
2025-07-31 13F State of New Jersey Common Pension Fund D 33,615 8.22 1,912 8.21
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 8,103 2.47 461 2.45
2025-06-25 NP ISCB - iShares Morningstar Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,624 4.96 143 -12.27
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 15,751 2.43 860 -14.70
2025-08-12 13F Rhumbline Advisers 150,916 0.69 8,583 0.70
2025-08-11 13F Principal Securities, Inc. 2,334 31.57 133 21.10
2025-08-04 13F Hantz Financial Services, Inc. 170 157.58 0
2025-08-06 13F Rialto Wealth Management, LLC 2 0
2025-08-14 13F Ubs Asset Management Americas Inc 193,472 41.61 11,003 41.63
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 39,628 2.86 2,254 2.88
2025-08-13 13F California Public Employees Retirement System 92,254 0.26 5,246 0.29
2025-08-11 13F New Age Alpha Advisors, LLC 2,773 1.61 158 1.29
2025-08-14 13F Voloridge Investment Management, Llc 34,725 16.56 1,975 16.60
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 287,441 0.70 16,166 -10.52
2025-08-13 13F New York State Common Retirement Fund 18,049 11.08 1
2025-06-25 NP FNCL - Fidelity MSCI Financials 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 14,199 15.43 775 -3.85
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 13,569 7.66 772 7.68
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 14,140 6.76 804 6.77
2025-08-14 13F California State Teachers Retirement System 48,580 0.39 2,763 0.40
2025-08-14 13F Voya Investment Management Llc 14,501 1.48 825 1.48
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 27,007 7.13 1,536 7.12
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 6,699 3.36 381 3.26
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 19,060 56.10 1,084 56.05
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 106,415 14.64 5,809 -4.49
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 5,944 2.55 324 -14.51
2025-08-14 13F Lazard Asset Management Llc 20,468 0.99 1 0.00
2025-08-13 13F First Trust Advisors Lp 96,664 169.20 5,497 169.33
2025-07-21 13F Qrg Capital Management, Inc. 6,740 2.70 383 2.68
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 36,088 268.55 1,970 207.33
2025-08-14 13F Gallagher Fiduciary Advisors, LLC 11,054 22.44 629 22.42
2025-07-31 13F Nisa Investment Advisors, Llc 24,794 0.52 1,421 0.57
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 1,693,184 1.00 96,291 1.02
2025-08-04 13F Amalgamated Bank 15,017 0.32 1
2025-08-13 13F MetLife Investment Management, LLC 31,602 4.81 1,797 4.84
2025-07-25 13F Oregon Public Employees Retirement Fund 12,144 0.83 691 0.88
2025-08-11 13F Vanguard Group Inc 6,390,604 0.82 363,434 0.84
2025-08-12 13F American Century Companies Inc 14,399 0.30 819 0.25
2025-07-29 NP ISMD - Inspire Small/Mid Cap Impact ETF 6,223 1.47 350 -10.05
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 2,790 7.02 159 6.76
2025-05-15 13F Texas Permanent School Fund 26,745 1,460
2025-08-28 NP BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 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 Short -28,734 11
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 7,785 4.92 443 4.99
2025-06-26 NP SMCO - Hilton Small-MidCap Opportunity ETF 35,150 8.16 1,919 -9.91
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 124 2.48 7 16.67
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 245,471 13.79 13,400 -5.20
2025-08-28 NP New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES 2,773 1.61 158 1.29
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 529,065 2.29 28,882 -14.79
2025-08-14 13F Aquatic Capital Management LLC 10,627 69.68 604 69.66
2025-07-09 13F Harbor Capital Advisors, Inc. 187 23.03 0
2025-08-01 13F Envestnet Asset Management Inc 97,781 16.42 5,561 16.44
2025-07-28 NP SMDV - ProShares Russell 2000 Dividend Growers ETF 116,921 4.62 6,576 -7.04
2025-08-14 13F Balyasny Asset Management Llc 354,906 25.29 20,184 25.31
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 11,810 6.03 672 6.00
2025-08-06 13F AE Wealth Management LLC 3,991 1.06 227 1.34
2025-08-08 13F Geode Capital Management, Llc 1,242,767 0.10 70,686 0.11
2025-07-24 13F IFP Advisors, Inc 0 17
2025-08-08 13F Cetera Investment Advisers 15,175 39.22 863 39.26
2025-08-14 13F Toroso Investments, LLC 35,354 1.76 2,011 1.77
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 1,934 110
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 2,234 19.59 126 5.93
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 137,218 0.97 7,491 -15.89
2025-08-28 NP SDY - SPDR(R) S&P(R) Dividend 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 597,408 10.26 33,975 10.28
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 8,044 457
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 30,847 0.16 1,735 -11.03
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 61,724 0.76 3,510 0.78
2025-08-13 13F Victory Capital Management Inc 143,525 9.72 8,162 9.73
2025-08-13 13F Norges Bank 607,448 34,546
2025-07-10 13F Fulton Bank, N.a. 9,880 1.28 562 1.26
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 90,881 9.22 5,168 9.24
2025-07-22 13F HFM Investment Advisors, LLC 4 300.00 0
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 182 11
2025-06-26 NP DFFVX - U.S. Targeted Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 291,587 14.38 15,918 -4.72
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 35,651 1,946
2025-06-26 NP Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 15,875 11.87 867 -6.78
2025-03-26 NP FTLS - First Trust Long/Short Equity ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 0 -100.00 0 -100.00
2025-08-14 13F/A Skopos Labs, Inc. 209 41.22 12 37.50
2025-08-12 13F Public Sector Pension Investment Board 180,167 7.86 10,246 7.89
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 130,321 3.15 7,114 -14.07
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 4,414 94.19 241 60.00
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 405 23
2025-07-17 13F Janney Montgomery Scott LLC 50,920 1.02 3 0.00
2025-07-25 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 1,027 3.42 58 -8.06
2025-07-22 13F Bay Harbor Wealth Management, LLC 3 200.00 0
2025-08-20 NP ASMOX - AQR Small Cap Momentum Style Fund Class I 2,483 1.76 141 2.17
2025-08-12 13F Dynamic Technology Lab Private Ltd 17,690 61.55 1,006 61.74
2025-08-13 13F Level Four Advisory Services, Llc 13,293 9.01 756 8.95
2025-08-14 13F Susquehanna International Group, Llp Put 23,700 1,348
2025-08-14 13F Susquehanna International Group, Llp 89,435 4.59 5,086 4.63
2025-07-28 NP HDG - ProShares Hedge Replication ETF 69 11.29 4 0.00
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 8,062 3.47 0
2025-08-14 13F Susquehanna International Group, Llp Call 7,500 70.45 427 70.40
2025-07-23 NP CFSLX - Column Small Cap Fund 5,125 8.37 288 -3.68
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 9,861 32.77 538 10.70
2025-08-14 13F Xponance, Inc. 4,110 4.05 234 4.02
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 815,084 0.01 46,354 0.02
2025-08-14 13F Basswood Capital Management, L.l.c. 267,018 15,185
2025-08-14 13F Tudor Investment Corp Et Al 50,312 2,861
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 217 1.40 12 -21.43
2025-08-13 13F Allegheny Financial Group LTD 6,122 0.16 348 0.29
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 4,440 30.67 242 9.01
2025-07-25 13F Yousif Capital Management, Llc 19,665 1.16 1,118 1.18
2025-06-26 NP ISCV - iShares Morningstar Small-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 10,160 7.22 555 -10.65
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 8,738 2.17 491 -9.24
2025-08-14 13F Susquehanna Portfolio Strategies, LLC 22,053 1,254
2025-08-08 13F Atlantic Trust, LLC 28 2
2025-05-28 NP JMEE - JPMorgan Market Expansion Enhanced Equity ETF 8,425 10.16 479 1.70
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 38,862 0.45 2,210 0.50
2025-08-28 NP BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 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 Short -111 0
2025-08-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 37,651 66.24 2,141 53.26
2025-08-12 13F Gitterman Wealth Management, LLC 2,957 168
2025-07-14 13F Park Avenue Securities Llc 4,534 4.95 0
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 10,027 1.67 570 1.79
2025-08-05 13F Bank of New York Mellon Corp 541,206 0.07 30,778 0.09
2025-07-11 13F Farther Finance Advisors, LLC 1,403 841.61 80 887.50
2025-08-26 NP Profunds - Profund Vp Small-cap Value 415 0.48 24 0.00
2025-08-28 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 937 9.08 53 10.42
2025-07-17 13F DiNuzzo Private Wealth, Inc. 10 25.00 1
2025-08-14 13F Mariner, LLC 4,188 238
2025-08-13 13F Arrowstreet Capital, Limited Partnership 5,417 308
2025-08-26 NP Profunds - Profund Vp Small-cap Growth 775 2.51 44 4.76
2025-07-25 13F Community Bank, N.A. 118,285 3.69 6,727 3.70
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 74,544 6.97 4,192 -4.94
2025-08-14 13F Qube Research & Technologies Ltd 157,879 49.93 8,979 49.96
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 63,197 44.80 3,594 44.86
2025-08-12 13F LPL Financial LLC 29,654 6.31 1,686 6.31
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 104,537 5,945
2025-08-11 13F Rothschild Investment Llc 105 50.00 6 66.67
2025-08-14 13F Raymond James Financial Inc 11,095 0.14 631 0.00
2025-07-23 NP CFSSX - Column Small Cap Select Fund 29,667 17.57 1,668 4.45
2025-08-08 13F Principal Financial Group Inc 299,745 14.30 17,046 14.32
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 91,777 4.87 5,219 4.88
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 6,948 15.07 379 -4.05
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 3,707 6.04 211 6.06
2025-08-04 13F Atria Investments Llc 15,321 55.83 871 55.81
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 74 2.78 4 0.00
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 9,986 12.89 568 12.95
2025-08-13 13F Jones Financial Companies Lllp 8 0
2025-08-27 NP PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 47,236 0.64 2,686 0.67
2025-08-14 13F Mercer Global Advisors Inc /adv 9,496 0.75 540 0.93
2025-08-28 NP SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,406 25.65 80 25.40
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 9,376 1.74 512 -15.26
2025-06-26 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 3,600 87.01 197 55.56
2025-08-12 13F Legal & General Group Plc 143,888 1.58 8,183 1.59
2025-08-12 13F O'shaughnessy Asset Management, Llc 3,809 6.69 217 6.93
2025-07-16 13F Brown, Lisle/cummings, Inc. 945 0.85 54 0.00
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 113 3.67 6 0.00
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 10,157 18.78 554 -1.07
2025-08-25 13F/A Neuberger Berman Group LLC 3,795,979 4.53 215,877 4.55
2025-07-29 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 3,850 9.66 217 -2.70
2025-08-12 13F Jacobi Capital Management LLC 206,003 157.02 11,715 157.08
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 14,582 11.17 796 -7.33
2025-08-14 13F Price T Rowe Associates Inc /md/ 47,526 10.19 3 0.00
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 1,631 23.00 89 3.49
2025-08-14 13F Quarry LP 782 1,067.16 44 1,366.67
2025-08-14 13F Aster Capital Management (DIFC) Ltd 198 11
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 15,607 9.34 888 9.37
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 545 0
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 262,484 9.56 14,762 -2.64
2025-08-12 13F MAI Capital Management 29 2
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 4,964 12.43 282 12.35
2025-07-25 13F Hemington Wealth Management 121 10.00 0
2025-07-23 13F Klp Kapitalforvaltning As 11,100 11.00 636 11.01
Other Listings
DE:CBY € 52.00
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