CFFN / Capitol Federal Financial, Inc. - Kepemilikan Institusional - Pembeli

Capitol Federal Financial, Inc.
US ˙ NasdaqGS ˙ US14057J1016

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Capitol Federal Financial, Inc. meliputi Kingstone Capital Partners Texas, LLC, HoldCo Asset Management, L.P., CSM Advisors, LLC, Fourthstone LLC, Franklin Resources Inc, LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class, ASGCX - Allspring Global Long/Short Equity Fund Class C, Jacobs Levy Equity Management, Inc, AFMCX - Acuitas US Microcap Fund Institutional Shares, Lazard Asset Management Llc, Midwest Trust Co, EMC Capital Management, Merit Financial Group, LLC, Brighton Jones Llc, Colony Group, LLC, Integrated Wealth Concepts LLC, Journey Strategic Wealth Llc, SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF, Aster Capital Management (DIFC) Ltd, dan First Horizon Advisors, Inc. .

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
(%)
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 3,370 7,559.09 19
2025-06-25 NP GCSIX - Goldman Sachs Small Cap Equity Insights Fund Institutional 222,850 8.50 1,264 3.36
2025-08-06 13F Atlantic Union Bankshares Corp 200 1
2025-07-31 13F State of New Jersey Common Pension Fund D 334,834 0.56 2,042 9.55
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 5,976 3.86 34 -2.94
2025-07-30 13F Advantage Trust Co 20,572 125
2025-07-25 13F Stephens Consulting, LLC 65 0
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 84,573 516
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 384 3.23 2 0.00
2025-08-26 NP Profunds - Profund Vp Small-cap 282 0.71 2 0.00
2025-08-21 NP MXLSX - Great-West Loomis Sayles Small Cap Value Fund Investor Class 116,700 5.71 712 15.05
2025-08-26 NP JMEE - JPMorgan Market Expansion Enhanced Equity ETF 54,379 3.43 332 12.59
2025-08-14 13F UBS Group AG 732,503 2.72 4,468 11.90
2025-08-07 13F Fidelis Capital Partners, LLC 11,520 14.56 67 15.79
2025-07-30 13F Caliber Wealth Management, LLC / KS 57,262 2.71 349 11.86
2025-08-14 13F Verition Fund Management LLC 25,990 6.65 159 16.18
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 351,969 27.12 1,996 21.13
2025-08-11 13F Rothschild Investment Llc 260 13.04 2 0.00
2025-08-14 13F Ubs Asset Management Americas Inc 351,859 50.64 2,146 64.07
2025-08-14 13F Ieq Capital, Llc 306,414 56.20 1,869 70.22
2025-08-27 NP VMNFX - Vanguard Market Neutral 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 Short -46,693 -35.57 -285 -29.88
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 57,429 2.98 350 12.18
2025-08-08 13F/A Sterling Capital Management LLC 3,325 55.30 20 81.82
2025-07-28 NP HDG - ProShares Hedge Replication ETF 163 11.64 1
2025-08-14 13F State Of Wisconsin Investment Board 13,002 8.48 79 17.91
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 58,706 5.12 358 14.74
2025-07-22 13F Merit Financial Group, LLC 16,414 100
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 24,397 1.84 149 10.45
2025-08-14 13F Fourthstone LLC 198,300 1,210
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 3,622,619 2.01 22,098 11.12
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 11,400 28.45 65 23.08
2025-08-08 13F SG Americas Securities, LLC 46,187 40.87 0
2025-08-14 13F Voya Investment Management Llc 265,037 11.33 1,617 21.23
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 20,418 7.79 125 16.98
2025-08-28 NP SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,423 48.37 21 66.67
2025-08-05 13F Simplex Trading, Llc Put 1,000 0
2025-08-05 13F Simplex Trading, Llc Call 200 100.00 0
2025-08-13 13F PharVision Advisers, LLC 12,882 79
2025-08-14 13F Lazard Asset Management Llc 31,108 0
2025-08-26 NP Profunds - Profund Vp Small-cap Value 2,669 0.23 16 14.29
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 14,098 2.56 80 -2.47
2025-08-15 13F Tower Research Capital LLC (TRC) 21,268 38.09 130 50.00
2025-07-24 13F IFP Advisors, Inc 1,413 465.20 9 700.00
2025-08-14 13F HoldCo Asset Management, L.P. 6,466,059 39,443
2025-08-12 13F Brandywine Global Investment Management, LLC 26,810 164
2025-08-13 13F First Trust Advisors Lp 99,707 5.33 608 14.72
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 9,328 5.01 57 14.29
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 147,275 4.45 898 13.81
2025-08-14 13F Royal Bank Of Canada 25,735 4.27 157 12.95
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 135,574 0.73 827 9.83
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 368 2
2025-08-08 13F Geode Capital Management, Llc 2,976,390 1.03 18,156 10.03
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 43,430 29.89 279 49.20
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 213,994 3.54 1,305 12.79
2025-03-27 NP REBYX - U.S. Small Cap Equity Fund Class Y 0 -100.00 0 -100.00
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 10,024 9.68 61 19.61
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 25,587 97.02 146 92.11
2025-03-27 NP ASGCX - Allspring Global Long/Short Equity Fund Class C 79,113 471
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 1,465 0.55 8 0.00
2025-07-25 13F Cwm, Llc 78,812 45.68 0
2025-08-12 13F Franklin Resources Inc 84,813 517
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 11,608 9.26 71 18.64
2025-08-14 13F Aster Capital Management (DIFC) Ltd 1,475 9
2025-08-14 13F Quantinno Capital Management LP 34,033 2.81 208 11.89
2025-08-05 13F Bank of New York Mellon Corp 1,295,145 1.90 7,900 11.00
2025-08-14 13F Mariner, LLC 173,636 6.77 1,059 16.37
2025-08-07 13F Allworth Financial LP 854 848.89 5
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 4,963 8.24 30 20.00
2025-08-12 13F Journey Strategic Wealth Llc 10,826 66
2025-08-14 13F Raymond James Financial Inc 253,434 768.25 1,546 847.85
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 18,937 2.31 116 11.65
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 389,214 13.78 2,374 23.97
2025-07-14 13F UMA Financial Services, Inc. 175 1
2025-07-11 13F Farther Finance Advisors, LLC 32,804 0.92 200 9.29
2025-07-22 13F Gsa Capital Partners Llp 220,502 24.28 1
2025-08-27 NP TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund Short -16,370 1,294.38 -100 1,550.00
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 31,368 7.30 191 17.18
2025-09-04 13F/A Advisor Group Holdings, Inc. 5,763 474.58 35 600.00
2025-08-14 13F/A Barclays Plc 293,827 29.07 2 0.00
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 24,425 5.71 138 0.73
2025-08-11 13F Nomura Asset Management Co Ltd 0 0
2025-08-14 13F Sei Investments Co 152,058 29.59 928 41.10
2025-07-17 13F Sound Income Strategies, LLC 373 1.36 2 0.00
2025-07-21 13F Ameritas Advisory Services, LLC 785 5
2025-08-13 13F EverSource Wealth Advisors, LLC 8,501 180.47 52 218.75
2025-08-14 13F Mercer Global Advisors Inc /adv 14,974 91
2025-08-14 13F Wells Fargo & Company/mn 85,873 14.19 524 24.23
2025-08-14 13F Integrated Wealth Concepts LLC 11,220 68
2025-08-14 13F Rafferty Asset Management, LLC 119,830 5.99 731 15.32
2025-08-14 13F Manufacturers Life Insurance Company, The 45,946 2.20 280 11.55
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-27 NP Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 49,942 0.74 305 9.75
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Proequities, Inc. 0 0
2025-08-12 13F Triune Financial Partners, LLC 24,247 1.49 148 10.53
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 32,990 9.81 201 19.64
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 24,524 3.61 139 -0.71
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 22,459 7.19 137 16.24
2025-07-28 NP VCSLX - Small Cap Index Fund 51,568 8.83 294 5.00
2025-08-14 13F Dark Forest Capital Management Lp 268,670 59.13 1,639 73.33
2025-08-12 13F Public Sector Pension Investment Board 415,978 7.38 2,537 16.97
2025-08-12 13F Legal & General Group Plc 340,082 8.46 2,075 18.18
2025-08-07 13F Midwest Trust Co 23,768 145
2025-07-11 13F Seacrest Wealth Management, Llc 11,600 71
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 171,973 7.62 982 3.81
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 931,158 1.74 5,280 -3.05
2025-08-11 13F Lsv Asset Management 612,600 65.34 4 50.00
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 475 5.56 3 0.00
2025-08-14 13F Hotchkis & Wiley Capital Management Llc 2,229,920 6.85 13,603 16.40
2025-07-24 13F PDS Planning, Inc 13,295 0.44 81 9.46
2025-06-30 NP SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF 2,989 17
2025-08-14 13F Quarry LP 4,254 124.96 26 150.00
2025-08-12 13F MAI Capital Management 1,492 198.40 9 350.00
2025-07-25 NP SCHA - Schwab U.S. Small-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 584,410 0.07 3,337 -3.50
2025-08-13 13F Arrowstreet Capital, Limited Partnership 2,926,820 36.67 17,854 48.87
2025-08-12 13F O'shaughnessy Asset Management, Llc 495,220 4,783.34 3,021 5,292.86
2025-08-14 13F Colony Group, LLC 12,117 74
2025-07-24 NP FNCMX - Fidelity Nasdaq Composite 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 75,565 142.37 431 134.24
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 408,100 20.10 2,330 15.86
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 29,160 178
2025-08-13 13F Hsbc Holdings Plc 31,444 17.06 193 27.81
2025-07-11 13F Kingstone Capital Partners Texas, LLC 7,363,212 48
2025-06-26 NP FSSNX - Fidelity Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,260,612 1.91 7,148 -2.88
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 2,550 16.76 16 25.00
2025-08-08 13F Atlantic Trust, LLC 93 1
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 18,935 3.40 116 12.75
2025-08-27 13F/A Squarepoint Ops LLC 131,625 0.71 803 9.71
2025-07-28 NP KBWD - Invesco KBW High Dividend Yield Financial 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 1,047,679 43.74 5,982 38.66
2025-08-06 13F First Horizon Advisors, Inc. 478 3
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 57,622 17.46 351 28.10
2025-07-09 13F Pallas Capital Advisors LLC 22,573 30.22 138 41.24
2025-08-15 13F Captrust Financial Advisors 63,974 12.73 390 23.03
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 19,910 0.27 114 -3.42
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 13,578 19.34 83 30.16
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 229,372 5.11 1,310 1.39
2025-08-08 13F Creative Planning 93,344 20.14 569 30.80
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 84,751 6.33 517 15.70
2025-08-26 NP AFMCX - Acuitas US Microcap Fund Institutional Shares 33,909 207
2025-08-13 13F Northern Trust Corp 1,394,271 1.35 8,505 10.40
2025-08-11 13F EMC Capital Management 18,387 0
2025-06-26 NP DFQTX - U.s. Core Equity 2 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 185,385 4.90 1,051 0.00
2025-08-14 13F Qube Research & Technologies Ltd 10,516 64
2025-05-15 13F Texas Permanent School Fund 88,393 501
2025-08-14 13F Two Sigma Investments, Lp 1,178,541 20.60 7,189 31.38
2025-08-13 13F Cerity Partners LLC 63,641 19.52 388 30.20
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 59,481 0.92 363 9.70
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 140,141 2.43 855 11.49
2025-08-25 13F/A Neuberger Berman Group LLC 23,063 15.26 141 25.00
2025-08-14 13F Aqr Capital Management Llc 2,418,765 39.76 14,754 52.24
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 72,261 0.14 413 -3.51
2025-08-07 13F Campbell & CO Investment Adviser LLC 72,002 43.44 439 56.23
2025-08-13 13F Russell Investments Group, Ltd. 3,339 69.92 20 81.82
2025-08-14 13F/A Skopos Labs, Inc. 7,511 457.61 46 542.86
2025-08-08 13F SBI Securities Co., Ltd. 58 7.41 0
2025-07-29 NP EBI - Longview Advantage ETF 631 0.48 4 0.00
2025-06-26 NP DFSVX - U.s. Small Cap 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 535,014 46.81 3,034 39.90
2025-08-14 13F Two Sigma Advisers, Lp 1,054,900 2.38 6,435 11.51
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 621,244 8.90 3,547 5.03
2025-06-26 NP TSMOX - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 309,698 5.03 1,756 0.06
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 7,958 9.90 49 20.00
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 31,501 10.02 192 20.00
2025-07-16 13F State of Alaska, Department of Revenue 72,669 7.36 0
2025-08-26 NP AZBAX - AllianzGI Small-Cap Fund Class A 29,549 180
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 23,963 16.74 136 10.66
2025-08-12 13F Jefferies Financial Group Inc. 166,233 1,014
2025-08-12 13F Rhumbline Advisers 371,014 2.98 2,263 12.20
2025-08-26 NP IPSIX - Voya Index Plus SmallCap Portfolio Class I 228,739 13.12 1,395 23.23
2025-08-14 13F Sherbrooke Park Advisers Llc 14,283 16.55 87 27.94
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 794,548 7.09 4,505 2.06
2025-08-14 13F Bank Of America Corp /de/ 860,063 53.99 5,246 67.76
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 1,441 59.93 8 60.00
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 840 0
2025-08-19 13F State of Wyoming 39,548 111.61 241 131.73
2025-08-26 13F/A Thrivent Financial For Lutherans 251,589 6.14 2 0.00
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 121,125 12.82 739 22.80
2025-08-08 13F Hartland & Co., LLC 424 3
2025-08-04 13F Hantz Financial Services, Inc. 7,403 450.41 0
2025-08-05 13F Bank Of Montreal /can/ 20,074 24.30 122 35.56
2025-07-07 13F Trust Co 46,637 284
2025-08-14 13F Jacobs Levy Equity Management, Inc 73,320 447
2025-08-06 13F Commonwealth Equity Services, Llc 70,910 0.64 0
2025-08-14 13F Group One Trading, L.p. Put 700 600.00 4
2025-07-30 NP LSOFX - LS Opportunity Fund - Institutional Class Short -218,992 -4.04 -1,250 -7.41
2025-08-13 13F Arizona State Retirement System 36,753 1.67 224 10.89
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 309,028 3.50 1,752 -1.35
2025-04-25 NP VFQY - Vanguard U.S. Quality Factor ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 30,627 1,041.52 181 503.33
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 68 0
2025-08-29 NP DHS - WisdomTree U.S. High Dividend Fund N/A 68,107 2.00 415 11.26
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 55,698 2.32 316 -2.48
2025-08-12 13F Dimensional Fund Advisors Lp 6,466,627 7.75 39,446 17.37
2025-08-13 13F Invesco Ltd. 2,311,690 25.50 14,101 36.70
2025-08-15 13F CI Private Wealth, LLC 26,705 4.84 163 14.08
2025-08-14 13F Stifel Financial Corp 77,550 1.03 473 10.26
2025-06-26 NP DFVEX - U.s. Vector Equity 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 34,114 26.73 193 20.63
2025-08-13 13F MetLife Investment Management, LLC 73,713 19.01 450 29.77
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 94,300 2.50 575 11.65
2025-08-13 13F Jones Financial Companies Lllp 29,806 40.46 181 50.00
2025-08-13 13F Centiva Capital, LP 24,988 152
2025-07-29 NP JSTC - Adasina Social Justice All Cap Global ETF 9,526 16.94 54 12.50
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 49,588 72.96 302 88.75
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 31,752 0.48 180 -4.26
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 89,839 0.12 548 9.16
2025-08-01 13F Teacher Retirement System Of Texas 19,157 3.89 117 12.62
2025-08-15 13F Great West Life Assurance Co /can/ 115,196 1.34 1
2025-08-14 13F Ameriprise Financial Inc 706,172 5.97 4,308 15.44
2025-08-01 13F Envestnet Asset Management Inc 13,350 81
2025-06-27 NP RSSL - Global X Russell 2000 ETF 75,427 6.71 428 1.67
2025-08-01 13F Bessemer Group Inc 1,675 47.58 0
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 11,203 5.95 68 15.25
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 44,711 20.56 273 31.40
2025-08-14 13F Price T Rowe Associates Inc /md/ 166,113 10.63 1
2025-07-31 13F Brighton Jones Llc 14,868 91
2025-05-05 13F Foundry Partners, LLC 734,510 114.27 4,113 103.11
2025-08-07 13F CSM Advisors, LLC 716,865 4
2025-08-07 13F Parkside Financial Bank & Trust 198 607.14 1
2025-08-12 13F Charles Schwab Investment Management Inc 1,454,151 11.07 8,870 20.99
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 43,505 4.08 265 13.25
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 466,245 143.96 2,644 132.45
2025-06-26 NP LSVQX - LSV Small Cap Value Fund Institutional Class Shares 270,400 5.58 1,533 0.66
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 6,432 8.65 39 18.18
2025-08-12 13F Prudential Financial Inc 130,173 5.52 794 15.07
Other Listings
DE:CFW € 5.45
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