CG / The Carlyle Group Inc. - Kepemilikan Institusional - Pembeli

The Carlyle Group Inc.
US ˙ NasdaqGS ˙ US14316J1088

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di The Carlyle Group Inc. meliputi Acap Strategic Fund, Eisler Capital Management Ltd., T. Rowe Price Investment Management, Inc., LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class, Galvin, Gaustad & Stein, LLC, CastleKnight Management LP, Sound Income Strategies, LLC, Congress Wealth Management LLC / DE /, Woodbridge CO LTD, Jefferies Financial Group Inc., FDGRX - Fidelity Growth Company Fund, Tocqueville Asset Management L.p., GPZ - VanEck Alternative Asset Manager ETF, Quantinno Capital Management LP, CenterBook Partners LP, Brevan Howard Capital Management LP, FGKFX - Fidelity Growth Company K6 Fund, Legacy Financial Advisors, Inc., AVMV - Avantis U.S. Mid Cap Value ETF, dan FCGSX - Fidelity Series Growth Company Fund .

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
(%)
2025-07-22 13F Valley National Advisers Inc 1,520 31.37 0
2025-08-08 13F Mitsubishi UFJ Trust & Banking Corp 137,454 37.74 7,065 62.45
2025-08-12 13F Tocqueville Asset Management L.p. 27,850 1,431
2025-08-06 13F Atlantic Union Bankshares Corp 2,562 130
2025-07-07 13F Versant Capital Management, Inc 31 2
2025-06-26 NP TMCVX - Thrivent Mid Cap Value Fund Class S 10,552 15.11 408 -20.82
2025-08-12 13F Stelac Advisory Services LLC 4,686 81.77 241 114.29
2025-08-14 13F Brevan Howard Capital Management LP 12,036 619
2025-06-23 NP IYY - iShares Dow Jones U.S. ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9,102 1.88 352 -29.94
2025-08-12 13F Pathstone Holdings, LLC 16,359 136.47 841 179.07
2025-08-14 13F FJ Capital Management LLC 3,946 203
2025-08-08 13F Pnc Financial Services Group, Inc. 34,163 13.87 1,756 34.28
2025-08-11 13F Bell Investment Advisors, Inc 170 31.78 9 60.00
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 120,447 0.16 5,444 -9.16
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 96,568 1.14 3,731 -30.42
2025-07-25 13F Stephens Consulting, LLC 1 0
2025-08-08 13F KBC Group NV 82,846 35.23 4 100.00
2025-06-23 NP MDPIX - Mid-cap Profund Investor Class 775 24.40 30 -14.71
2025-06-24 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 7,041 3.71 272 -28.61
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 22,052 6.60 852 -26.61
2025-07-29 NP PBUS - Invesco PureBeta MSCI USA 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 31,643 17.43 1,430 6.56
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 35,592 6.15 1,375 -26.98
2025-08-14 13F/A Rockefeller Capital Management L.P. 487,243 0.65 25,044 18.69
2025-08-14 13F Vident Advisory, LLC 7,309 15.19 376 35.87
2025-08-14 13F Federation des caisses Desjardins du Quebec 4,163 300.29 214 375.56
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 7,422 3.17 381 21.73
2025-08-11 13F Covestor Ltd 337 10.13 0
2025-08-14 13F Old Mission Capital Llc 9,780 503
2025-08-27 NP HCSRX - The Catholic SRI Growth Portfolio HC Strategic Shares 240 52.87 12 100.00
2025-07-24 13F Capital Advisors, Ltd. LLC 399 2.31 0
2025-07-25 13F Tranquility Partners, LLC 4,242 218
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 11,118 6.94 571 26.05
2025-07-24 13F Robertson Stephens Wealth Management, LLC 4,749 244
2025-08-08 13F Forsta Ap-fonden 94,700 65.85 4,868 95.62
2025-08-12 13F Dimensional Fund Advisors Lp 2,977,250 25.87 153,024 48.43
2025-08-14 13F Azora Capital LP 599,052 30,791
2025-06-25 NP FAB - First Trust Multi Cap Value 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 4,774 4.88 184 47.20
2025-08-14 13F Whetstone Capital Advisors, LLC 4,093 210
2025-07-29 13F International Assets Investment Management, Llc 4,458 229
2025-08-01 13F Fjarde Ap-fonden /fourth Swedish National Pension Fund 50,265 20.35 3 100.00
2025-08-26 NP EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 21,560 8.89 1,108 28.39
2025-08-14 13F Cinctive Capital Management LP 153,541 7,892
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 101,692 1.58 5,227 19.75
2025-08-05 13F State Of Michigan Retirement System 51,200 1.39 2,632 19.54
2025-08-01 13F Zhang Financial LLC 26,608 30.87 1,368 54.29
2025-08-14 13F CIBC Asset Management Inc 14,148 0.43 727 18.40
2025-08-27 NP JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 239,611 0.15 12,316 18.11
2025-07-29 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 33,679 5.99 1,522 -3.85
2025-07-28 13F Aegon Asset Management Uk Plc 309,862 39.95 16 66.67
2025-08-25 NP SDVGX - Sit Dividend Growth Fund - Class I 44,475 3.55 2,286 22.12
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 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 20,661 84.97 798 27.27
2025-07-15 13F Td Private Client Wealth Llc 15,480 53.74 796 81.51
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 4,693 6.80 241 26.18
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 303,540 8.37 13,720 -1.72
2025-07-25 13F JustInvest LLC 24,268 18.21 1,247 39.49
2025-06-23 NP SIZE - iShares Edge MSCI USA Size Factor 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 11,881 7.37 459 -26.09
2025-07-31 13F Nisa Investment Advisors, Llc 441 175.62 23 266.67
2025-06-25 NP BFRE - Westwood LBRTY Global Equity ETF 75 3
2025-07-29 NP VFVA - Vanguard U.S. Value 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 7,442 45.04 336 31.76
2025-08-14 13F Voya Investment Management Llc 29,219 6.89 1,502 26.03
2025-08-27 13F/A Brinker Capital Investments, LLC 15,022 28.64 772 51.67
2025-08-26 NP GGEYX - GROWTH EQUITY FUND Institutional 223,803 1.77 11,503 20.01
2025-07-14 13F Farmers & Merchants Investments Inc 170 14.09 9 33.33
2025-08-28 NP CDL - VictoryShares US Large Cap High Div Volatility Wtd ETF 47,153 1.30 2,424 19.42
2025-07-22 13F DAVENPORT & Co LLC 12,731 6.33 654 25.53
2025-08-12 13F American Century Companies Inc 141,068 104.79 7,251 141.51
2025-06-24 NP FMDCX - Federated Mid-Cap Index Fund Service Shares This fund is a listed as child fund of Federated Hermes, 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 19,983 13.03 772 -22.18
2025-06-25 NP HDV - iShares Core High Dividend 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 371,237 10.66 14,345 -23.86
2025-05-29 NP John Hancock Hedged Equity & Income Fund 2,033 0.15 89 -13.73
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 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 117,021 28.68 4,522 -11.47
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 21,638 97.99 1,205 153.15
2025-06-26 NP FEQHX - Fidelity Hedged Equity Fund 1,842 47.01 71 1.43
2025-07-28 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 41,404 5.02 1,871 -4.74
2025-07-09 13F Mirador Capital Partners LP 4,243 218
2025-07-23 NP CFMSX - Column Mid Cap Select Fund 174,840 5.65 7,903 -4.18
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 63,510 1.27 2,454 -30.30
2025-08-01 13F Vision Financial Markets Llc 102 0.99 5 25.00
2025-08-14 13F Two Sigma Securities, Llc 7,908 406
2025-07-25 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 559,203 2.61 25,276 -6.94
2025-08-26 NP Profunds - Profund Vp Mid-cap Value 961 12.79 49 32.43
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 7,650 10.76 346 0.29
2025-07-25 13F LRI Investments, LLC 897 46
2025-06-23 NP MGPIX - Mid-cap Growth Profund Investor Class 276 46.81 11 0.00
2025-06-24 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 36,450 16.52 1,408 -19.82
2025-08-26 NP IUSG - iShares Core S&P U.S. 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 64,750 1.95 3,328 20.23
2025-08-14 13F Peak6 Llc Call 41,500 2,133
2025-08-13 13F Congress Wealth Management LLC / DE / 89,608 4,606
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 99,739 25.42 5,127 47.89
2025-06-25 NP DIVB - iShares U.S. Dividend and Buyback 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 10,663 53.05 412 5.37
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 8,136,816 2.92 418,232 21.36
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 35 2
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 54,744 8.52 2,814 27.98
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 35,300 6.01 1,596 -3.86
2025-08-14 13F Peak6 Llc Put 30,900 1,588
2025-08-29 NP VOTE - Engine No. 1 Transform 500 ETF 3,284 2.11 199 60.48
2025-08-14 13F Jane Street Group, Llc Put 344,000 229.82 17,682 288.94
2025-08-14 13F Jane Street Group, Llc Call 998,800 24.28 51,338 46.54
2025-08-14 13F Quantinno Capital Management LP 17,201 884
2025-08-12 13F Eisler Capital Management Ltd. 387,187 19,913
2025-08-14 13F Peak6 Llc 63,685 3,273
2025-08-13 13F Colonial Trust Co / SC 171 23.91 9 33.33
2025-08-22 NP BTAL - AGFiQ U.S. Market Neutral Anti-Beta Fund Short -30,060 -7.85 -1,545 8.73
2025-07-31 13F Sumitomo Mitsui Trust Holdings, Inc. 523,381 7.02 26,902 26.20
2025-08-15 13F 44 Wealth Management Llc 16,212 40.73 833 65.94
2025-08-14 13F State Street Corp 8,221,652 4.83 422,593 23.61
2025-08-13 13F Skandinaviska Enskilda Banken AB (publ) 160,001 0.95 8,224 19.12
2025-08-08 13F Mv Capital Management, Inc. 4 0
2025-08-14 13F Utah Retirement Systems 38,324 6.16 1,970 25.17
2025-04-25 NP FGKFX - Fidelity Growth Company 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 9,692 483
2025-08-06 13F True Wealth Design, LLC 44 340.00 2
2025-08-18 NP PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 5,899 9.87 303 29.49
2025-07-15 13F Bfsg, Llc 7,345 3.02 378 21.61
2025-08-13 13F Capital International Inc /ca/ 95,772 103.12 4,923 139.51
2025-07-22 13F Iron Horse Wealth Management, LLC 1,664 86
2025-07-28 NP AVUS - Avantis U.S. Equity ETF This fund is a listed as child fund of American Century Companies 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 44,522 15.58 2,012 4.85
2025-07-22 13F Bay Harbor Wealth Management, LLC 13 160.00 1
2025-07-23 13F Center For Asset Management LLC 5,033 8.03 254 25.12
2025-07-28 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 31,111 16.78 1,406 5.95
2025-06-25 NP MSSCX - AMG Frontier Small Cap Growth Fund Class I 49,553 6.80 1,915 -26.53
2025-08-14 13F BI Asset Management Fondsmaeglerselskab A/S 11,775 33.94 1
2025-07-11 13F Farther Finance Advisors, LLC 1,150 18.19 59 37.21
2025-08-11 13F Vanguard Group Inc 24,719,581 1.76 1,270,586 19.99
2025-06-26 NP BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND 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 3,864,955 251.64 149,342 141.94
2025-06-25 NP FTA - First Trust Large Cap Value 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 92,450 3,572
2025-06-26 NP AALGX - Thrivent Global Stock Fund Class A 27,155 13.36 1,049 -22.01
2025-07-28 13F Twin Tree Management, LP Call 120,300 6,183
2025-07-28 13F Twin Tree Management, LP 4,909 252
2025-08-13 13F Parkworth Wealth Management, Inc. 15 200.00 1
2025-08-14 13F Harwood Advisory Group, LLC 239 12
2025-08-14 13F Toronto Dominion Bank 59,560 15.84 3,062 36.64
2025-08-14 13F Van Eck Associates Corp 179,572 10.60 9 28.57
2025-06-26 NP BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness 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 14,100 256.87 545 146.15
2025-08-12 13F Legal & General Group Plc 3,366,980 7.96 173,063 27.30
2025-08-22 NP Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Mid Cap Value Fund Class 3 103,079 11.95 5,298 32.02
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 34,787 1.44 1,788 19.68
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 1,153,327 0.44 52,130 -8.91
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 30,946 10.27 1,196 -24.18
2025-08-14 13F T. Rowe Price Investment Management, Inc. 306,899 16
2025-07-07 13F Wesbanco Bank Inc 183,506 3.16 9,432 21.64
2025-07-23 13F Louisiana State Employees Retirement System 59,900 1.35 3,079 19.49
2025-08-11 13F TD Waterhouse Canada Inc. 18,275 8.26 965 29.22
2025-08-25 NP MVCAX - MFS Mid Cap Value Fund A 1,864,883 3.80 95,855 22.40
2025-08-11 13F EntryPoint Capital, LLC 4,452 229
2025-08-25 NP SAEF - Schwab Ariel ESG ETF 6,407 58.94 329 88.00
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 236 402.13 9 350.00
2025-07-22 13F HFM Investment Advisors, LLC 14 75.00 1
2025-08-14 13F Xponance, Inc. 39,059 6.23 2,008 25.28
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I 115,060 11.86 5,914 31.92
2025-07-28 NP AVMC - Avantis U.S. Mid Cap Equity ETF 7,336 8.41 332 -1.78
2025-08-06 13F Resona Asset Management Co.,Ltd. 72,682 7.79 3,734 27.19
2025-08-07 13F Allworth Financial LP 498 150.25 26 257.14
2025-08-06 13F Savant Capital, LLC 7,625 392
2025-06-26 NP TCAAX - Thrivent Moderately Conservative Allocation Fund Class A 1,028 2.09 40 -30.36
2025-08-26 NP RBCGX - Reynolds Blue Chip Growth Fund 1,100 57.14 57 60.00
2025-07-31 13F/A Avion Wealth 60 36.36 0
2025-08-28 NP QUS - SPDR MSCI USA StrategicFactors 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 3,394 4.95 174 24.29
2025-07-23 NP CFMCX - Column Mid Cap Fund 42,964 0.57 1,942 -8.83
2025-07-24 NP EUSA - iShares MSCI USA Equal Weighted 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 48,716 15.80 2,202 5.01
2025-06-18 NP REUYX - Sustainable Equity Fund Class Y 6,533 54.01 252 5.88
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 62,825 2.06 2,428 -29.77
2025-07-17 13F DiNuzzo Private Wealth, Inc. 45 15.38 2 100.00
2025-07-22 13F IMC-Chicago, LLC Put 64,500 176.82 3,315 226.60
2025-08-12 13F MAI Capital Management Call 15 87.50
2025-07-31 13F Quest Partners LLC 1,937 28.79 100 52.31
2025-08-11 13F Absolute Gestao de Investimentos Ltda. 4,235 218
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 257,837 2.55 13,253 20.91
2025-08-14 13F California State Teachers Retirement System 372,519 25.01 19,147 47.41
2025-08-08 13F National Pension Service 3,828 340.51 197 429.73
2025-06-26 NP DFUV - Dimensional US Marketwide Value ETF 129,990 7.85 5,023 -25.80
2025-08-13 13F Guggenheim Capital Llc 3,969 204
2025-08-22 NP CVMC - Calvert US Mid-Cap Core Responsible Index ETF 1,574 3.42 81 21.21
2025-08-13 13F Kilter Group LLC 21 1
2025-08-08 13F Atlantic Trust, LLC 250 13
2025-08-28 NP WFIVX - Wilshire 5000 Index Fund Investment Class 1,250 30.62 64 56.10
2025-08-05 13F Huntington National Bank 1,787 3.77 92 21.33
2025-05-30 NP GATAX - The Gabelli Asset Fund Class A 1,000 100.00 44 72.00
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 26,529 11.37 1 0.00
2025-08-12 13F BlackRock, Inc. 31,442,087 7.45 1,616,123 26.70
2025-08-26 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 385,278 12.31 19,803 32.43
2025-05-22 NP DDIV - First Trust Dorsey Wright Momentum & Dividend 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 36,649 36.16 1,598 47.87
2025-06-30 NP NSFMX - Natixis Sustainable Future 2060 Fund Class N 1,097 179.85 42 90.91
2025-06-25 NP FEX - First Trust Large 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 75,744 143.07 2,927 241.03
2025-06-27 NP LBO - WHITEWOLF Publicly Listed Private Equity ETF 4,587 14.28 177 -21.33
2025-08-14 13F Daiwa Securities Group Inc. 19,173 2.68 1
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 9,227 48.51 474 75.56
2025-08-14 13F Prana Capital Management, LP 337,997 17,373
2025-08-14 13F Colony Group, LLC 6,457 18.83 332 40.25
2025-08-14 13F Schonfeld Strategic Advisors LLC 71,336 862.70 3,667 1,034.98
2025-08-14 13F Sei Investments Co 94,565 15.51 4,861 36.24
2025-08-14 13F Susquehanna International Group, Llp Call 551,100 16.12 28,327 36.93
2025-07-09 13F Pallas Capital Advisors LLC 6,000 308
2025-08-13 13F Norges Bank 2,920,658 150,122
2025-08-14 13F Susquehanna International Group, Llp Put 516,600 338.54 26,553 417.20
2025-08-28 NP Acap Strategic Fund 505,300 25,972
2025-07-30 NP GDE - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 1,424 188.26 64 166.67
2025-08-13 13F Summit Financial, LLC 7,155 368
2025-07-28 13F Harbour Investments, Inc. 203 26.09 10 42.86
2025-06-26 NP JHML - John Hancock Multifactor Large Cap ETF 5,772 7.49 223 -25.91
2025-06-24 NP JMNAX - JPMorgan Research Market Neutral Fund Class A Short -18,114 -700
2025-07-29 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 313,862 5.90 14,187 -3.96
2025-07-25 13F Apollon Wealth Management, LLC 22,737 12.85 1,169 33.03
2025-07-22 NP GINN - Goldman Sachs Innovate Equity ETF 9,972 22.79 451 11.39
2025-07-08 13F Allen Mooney & Barnes Investment Advisors LLC 314,434 2.64 16,162 21.02
2025-07-25 13F We Are One Seven, LLC 4,725 243
2025-07-25 13F Allspring Global Investments Holdings, LLC 4,465 236
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 65,854 25.81 2,545 -13.44
2025-06-26 NP FAFDX - Fidelity Advisor Financial Services Fund Class A 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 165,300 41.77 6,387 -2.46
2025-08-14 13F Meiji Yasuda Life Insurance Co 4,679 241
2025-07-29 NP GAAVX - GMO Alternative Allocation Fund Class VI Short -5,400 -6.90 -244 -15.57
2025-08-12 13F APG Asset Management N.V. 146,400 2.95 6,410 11.71
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 9,212 15.31 473 35.92
2025-07-24 NP ONEQ - Fidelity Nasdaq Composite Index Tracking Stock 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 87,798 0.49 3,968 -8.87
2025-08-14 13F Teza Capital Management LLC 5,013 8.51 258 27.86
2025-05-15 13F Texas Permanent School Fund 134,913 5,213
2025-08-13 13F PineBridge Investments, L.P. 22,846 26.64 1,174 49.36
2025-06-26 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 9,832 11.35 380 -23.43
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 154,642 1.42 7,949 19.59
2025-08-05 13F Tredje AP-fonden 36,007 111.58 1,851 149.66
2025-08-13 13F Walleye Capital LLC 420,528 21,615
2025-03-31 NP FFLV - Fidelity Fundamental Large Cap Value ETF 242 9.01 14 18.18
2025-08-14 13F Treasurer of the State of North Carolina 122,168 18.41 6 50.00
2025-08-13 13F Walleye Capital LLC Put 6,000 130.77 308 172.57
2025-08-13 13F Walleye Capital LLC Call 15,900 15.22 817 35.94
2025-07-30 13F DekaBank Deutsche Girozentrale 42,023 0.63 2 100.00
2025-08-05 13F Carson Advisory Inc. 20,726 12.48 1,065 32.63
2025-08-26 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 106,771 0.84 5,488 18.92
2025-08-13 13F Russell Investments Group, Ltd. 1,039,702 1.31 53,437 19.48
2025-08-14 13F Visionary Wealth Advisors 6,259 0.05 322 18.01
2025-08-13 13F Channing Capital Management, LLC 203,370 15.28 10,453 35.95
2025-08-14 13F/A Skopos Labs, Inc. 3,825 260.17 197 326.09
2025-06-25 NP IQSM - IQ Candriam ESG U.S. Mid Cap Equity ETF 24,032 1.82 929 -29.96
2025-08-06 13F Twin Capital Management Inc 50,137 3.36 2,577 21.90
2025-08-05 13F Wellington Shields Capital Management, LLC 89,452 11.04 4,598 30.93
2025-08-26 NP USPX - Franklin LibertyQ Global Equity ETF 5,148 6.80 265 25.71
2025-05-15 13F Rakuten Investment Management, Inc. 6,415 49.92 277 48.39
2025-08-14 13F Price T Rowe Associates Inc /md/ 168,365 13.53 9 33.33
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 50,168 1.39 2,579 19.57
2025-07-16 13F Pictet & Cie (Europe) SA 4,250 218
2025-08-11 13F Symphony Financial, Ltd. Co. 38,374 1,974
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 40,346 1.95 2,074 20.17
2025-07-30 13F Securian Asset Management, Inc 16,226 1.71 834 20.00
2025-08-13 13F Capital International Investors 2,075,774 0.78 106,695 18.83
2025-06-26 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 748,446 8.38 28,920 -25.43
2025-07-15 13F Revisor Wealth Management LLC 3,528 206
2025-08-22 NP CVLC - Calvert US Large-Cap Core Responsible Index ETF 2,594 6.97 133 26.67
2025-08-14 13F Stamos Capital Partners, L.p. 14,707 61.81 756 90.66
2025-08-05 13F Cassaday & Co Wealth Management LLC 5,363 276
2025-08-08 13F Tortoise Investment Management, LLC 5 0
2025-07-08 13F Parallel Advisors, LLC 393 1.81 20 25.00
2025-08-06 13F Commonwealth Equity Services, Llc 75,368 0.90 4 0.00
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 69,205 20.96 3,557 42.68
2025-08-14 13F Optiver Holding B.V. 799 41
2025-08-05 13F American Capital Advisory, LLC 11 1
2025-08-13 13F Pictet Asset Management Holding SA 119,927 4.11 6,164 22.76
2025-07-11 13F IFM Investors Pty Ltd 48,590 5.76 2,498 24.73
2025-08-14 13F Woodbridge CO LTD 63,000 3,238
2025-08-07 13F Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 208,132 17.69 10,698 38.78
2025-08-04 13F Assetmark, Inc 523,748 16.22 26,921 37.05
2025-08-27 NP BBVLX - Bridge Builder Large Cap Value Fund 10,306 5.11 530 23.89
2025-08-28 NP SSMHX - State Street Small/mid Cap Equity Index Portfolio 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 83,212 3.23 4,277 21.75
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 128,577 3.61 6,609 22.17
2025-08-15 13F Binnacle Investments Inc 211 3.43 11 25.00
2025-08-18 NP PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 9,271 8.20 477 27.61
2025-08-13 13F Mount Yale Investment Advisors, LLC 65 3
2025-08-14 13F Stifel Financial Corp 190,250 0.14 9,779 18.08
2025-08-19 NP RIFAX - U.S. Strategic Equity Fund 42,496 1.76 2,184 20.00
2025-07-25 NP AUIAX - AB EQUITY INCOME FUND INC Class A 84,020 48.81 3,798 34.98
2025-08-13 13F Arizona State Retirement System 68,570 2.00 3,524 20.27
2025-07-15 13F Fortitude Family Office, LLC 277 97.86 14 133.33
2025-06-30 NP NSFFX - Natixis Sustainable Future 2030 Fund Class N 688 269.89 27 160.00
2025-08-13 13F Winslow Asset Management Inc 143,881 10.64 7 40.00
2025-08-14 13F Bank Of America Corp /de/ 1,870,662 23.50 96,152 45.63
2025-08-14 13F Herold Advisors, Inc. 4,500 231
2025-08-01 13F Teacher Retirement System Of Texas 35,635 4.87 1,832 23.63
2025-06-26 NP PQCCX - PGIM QMA Mid-Cap Core Equity Fund Class R6 945 12.50 37 -23.40
2025-08-28 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 62,897 26.56 3,233 49.22
2025-06-26 NP USSPX - 500 Index Fund -Member Shares 62,111 3.51 2,400 -28.79
2025-08-26 NP AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 522 1.75 27 18.18
2025-08-13 13F Invesco Ltd. 798,017 7.41 41,018 26.66
2025-08-13 13F MetLife Investment Management, LLC 221,951 3.77 11,408 22.38
2025-08-14 13F Axa S.a. 10,578 1.29 544 19.34
2025-08-08 13F Creative Planning 19,976 31.77 1,027 55.45
2025-08-15 13F WFA of San Diego, LLC 500 26
2025-08-08 13F Avantax Advisory Services, Inc. 6,626 341
2025-08-27 NP JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I) 38,356 6.80 1,971 25.94
2025-08-04 13F Daymark Wealth Partners, Llc 18,909 88.83 972 122.71
2025-08-14 13F Citadel Advisors Llc Put 469,900 127.33 24,153 168.06
2025-08-28 NP GMLGX - GuideMark(R) Large Cap Core Fund Service Shares 8,030 413
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 5,560 1.48 251 -8.06
2025-08-14 13F Citadel Advisors Llc Call 165,800 5.40 8,522 24.30
2025-07-18 13F La Banque Postale Asset Management SA 94,089 4,836
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 44,500 367.98 1,719 261.89
2025-08-07 13F ProShare Advisors LLC 9,453 5.13 486 24.04
2025-06-26 NP AMECX - INCOME FUND OF AMERICA Class A 14,424,698 5.98 557,370 -27.08
2025-08-01 13F Bessemer Group Inc 2,381 95.65 0
2025-08-29 NP STXM - Strive Mid-Cap ETF 1,262 14.94 65 36.17
2025-08-14 13F Snowden Capital Advisors LLC 4,403 226
2025-08-14 13F D. E. Shaw & Co., Inc. Call 163,000 8,378
2025-06-30 NP NSFHX - Natixis Sustainable Future 2040 Fund Class N 1,371 260.79 53 147.62
2025-06-30 NP NSFKX - Natixis Sustainable Future 2050 Fund Class N 1,571 147.79 61 71.43
2025-07-25 13F Verdence Capital Advisors LLC 11,673 1.85 600 20.04
2025-06-30 NP NSFGX - Natixis Sustainable Future 2035 Fund Class N 870 268.64 34 153.85
2025-08-05 13F GPS Wealth Strategies Group, LLC 6 500.00 0
2025-08-14 13F Ameriprise Financial Inc 2,769,631 1.72 142,359 19.95
2025-08-13 13F Bank Of Nova Scotia 24,470 1,258
2025-08-06 13F SOUTH STATE Corp 79 19.70 4 100.00
2025-07-25 NP URTH - iShares MSCI World 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 15,315 6.33 692 -3.49
2025-06-30 NP NSFJX - Natixis Sustainable Future 2045 Fund Class N 1,468 150.51 57 75.00
2025-08-18 13F Wolverine Trading, Llc 35,483 29.48 1,816 53.55
2025-08-14 13F CastleKnight Management LP Call 100,000 5,140
2025-07-22 NP GUSA - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 7,489 0.16 339 -9.14
2025-07-31 13F State of New Jersey Common Pension Fund D 76,149 3.53 3,914 22.08
2025-08-14 13F CastleKnight Management LP 327,076 253.60 16,812 316.94
2025-08-13 13F Capital Fund Management S.a. Call 111,800 5.08 5,747 23.92
2025-08-14 13F Tudor Investment Corp Et Al Call 52,500 425.00 2,698 520.23
2025-08-13 13F Capital Fund Management S.a. Put 126,500 14.48 6,502 35.01
2025-08-14 13F Tudor Investment Corp Et Al Put 23,300 223.61 1,198 282.43
2025-07-28 NP AVMV - Avantis U.S. Mid Cap Value ETF 8,770 396
2025-07-25 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 15,703 2.55 710 -7.08
2025-08-14 13F Siemens Fonds Invest GmbH 3,155 25.50 162 48.62
2025-08-06 13F First Horizon Advisors, Inc. 385 21.45 20 46.15
2025-08-14 13F Group One Trading, L.p. Put 135,100 5,096.15 6,944 6,045.13
2025-08-14 13F Caption Management, LLC Call 99,000 5,089
2025-07-30 13F Bogart Wealth, LLC 1,560 0.84 80 19.40
2025-05-27 NP USLUX - Holmes Macro Trends Fund 17,000 741
2025-08-04 13F Spire Wealth Management 5,460 1.77 281 20.17
2025-03-27 NP ITTAX - Hartford Multi-Asset Income and Growth Fund Class A 2,998 0.54 168 12.75
2025-07-23 13F Stonegate Investment Group, LLC 10,077 18.40 518 39.73
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 21,202 46.30 819 0.74
2025-08-11 13F Principal Securities, Inc. 1,687 20.24 87 22.86
2025-08-12 13F Jpmorgan Chase & Co 1,058,721 1.16 54,421 19.29
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend 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 63,042 12.53 3,240 32.73
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 391,854 0.80 17,712 -8.58
2025-07-10 13F Oliver Lagore Vanvalin Investment Group 66 1.54 3 -33.33
2025-07-28 NP VCIGX - Dividend Value Fund 92,860 108.79 4,197 89.40
2025-08-13 13F State Board Of Administration Of Florida Retirement System 150,498 1.51 7,736 19.70
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 89,222 2.13 4,586 20.43
2025-07-25 13F Oregon Public Employees Retirement Fund 43,686 1.87 2,245 20.12
2025-07-14 13F GAMMA Investing LLC 8,042 28.38 413 51.28
2025-07-24 13F Galvin, Gaustad & Stein, LLC 150,960 7,759
2025-08-27 NP JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 2,419 90.02 124 125.45
2025-06-26 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 74,325 0.53 2,872 -30.85
2025-08-29 NP DON - WisdomTree U.S. MidCap Dividend Fund N/A 558,287 0.93 28,696 19.01
2025-07-24 13F Stiles Financial Services Inc 12,174 0.40 626 18.56
2025-08-14 13F Verition Fund Management LLC 1,369,376 13,878.93 70,386 16,383.61
2025-06-30 NP NSFBX - Natixis Sustainable Future 2015 Fund Class N 83 196.43 3 200.00
2025-08-08 13F/A Sterling Capital Management LLC 17,409 43.02 895 68.68
2025-07-22 13F Merit Financial Group, LLC 4,246 218
2025-08-05 13F Simplex Trading, Llc Put 70,200 1,200.00 4
2025-08-05 13F Simplex Trading, Llc Call 201,600 129.61 10 233.33
2025-07-25 13F Cwm, Llc 11,262 51.60 1
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 1,063 6.09 41 -26.79
2025-08-14 13F Alkeon Capital Management Llc 5,941,316 13.36 305,384 33.67
2025-08-27 NP Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 209,387 1.04 10,762 19.15
2025-08-14 13F ISAM Funds (UK) Ltd 20,815 176.98 1,070 226.91
2025-08-04 13F Kerusso Capital Management LLC 69,573 0.05 3,576 17.98
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 9,733 13.33 440 2.57
2025-05-29 NP CUHAX - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 737 32
2025-07-10 13F Wedmont Private Capital 5,831 3.48 332 62.25
2025-08-12 13F Northwestern Mutual Investment Management Company, Llc 47,573 1.39 2,445 19.56
2025-08-25 NP MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class 76,677 1.29 3,941 19.46
2025-08-29 NP EPS - WisdomTree U.S. LargeCap Fund N/A 10,190 1.44 524 19.68
2025-08-14 13F GWM Advisors LLC 5,516 111.18 284 150.44
2025-08-08 13F Breed's Hill Capital LLC 4,000 206
2025-06-30 NP NSFLX - Natixis Sustainable Future 2055 Fund Class N 1,339 194.93 52 104.00
2025-06-26 NP TAAAX - Thrivent Aggressive Allocation Fund Class A 5,880 2.46 227 -29.50
2025-08-13 13F Cary Street Partner Investment Advisory Llc 491 20.34 25 47.06
2025-07-28 NP AVLC - Avantis U.S. Large Cap Equity ETF 3,610 44.75 163 31.45
2025-08-14 13F Nissay Asset Management Corp /japan/ /adv 29,044 2.57 1,493 20.91
2025-06-26 NP BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend 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 152,960 17.23 5,910 -8.92
2025-08-08 13F Geode Capital Management, Llc 4,284,894 5.63 219,583 24.47
2025-08-14 13F Benjamin Edwards Inc 17,111 2.49 880 20.91
2025-08-08 13F Massachusetts Financial Services Co /ma/ 7,138,859 4.56 366,937 23.29
2025-08-14 13F Goldman Sachs Group Inc 2,195,617 91.76 112,855 126.12
2025-07-25 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 213,471 2.10 9,649 -7.41
2025-08-25 NP LBWAX - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A 3,300 3.12 170 21.58
2025-08-13 13F First Trust Advisors Lp 374,773 513.27 19,263 623.36
2025-08-12 13F Intrepid Capital Management Inc 19,245 5.79 989 24.72
2025-08-19 NP Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 16,226 1.71 834 20.00
2025-08-14 13F Jain Global LLC 17,555 902
2025-08-26 NP EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 8,051 8.90 414 28.26
2025-08-18 13F/A National Bank Of Canada /fi/ 198,498 4.59 10,202 23.35
2025-08-11 13F NewEdge Wealth, LLC 8,801 4.12 542 47.01
2025-08-07 13F Illinois Municipal Retirement Fund 31,811 1,635
2025-08-01 13F Guinness Asset Management LTD 12,417 2.37 638 20.83
2025-08-14 13F Aquatic Capital Management LLC 65,016 3,342
2025-08-05 13F Mission Wealth Management, Lp 5,136 0.25 264 17.94
2025-08-26 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 15,049 17.11 774 38.04
2025-08-08 13F Cetera Investment Advisers 61,721 21.31 3,172 43.08
2025-08-13 13F Empire Financial Management Company, LLC 45,000 3.45 2,313 21.99
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 2,045 0
2025-08-14 13F Synovus Financial Corp 16,417 1.74 844 19.91
2025-08-04 13F Creative Financial Designs Inc /adv 10 1
2025-08-12 13F Journey Strategic Wealth Llc 18,240 40.26 938 65.55
2025-08-04 13F Amalgamated Bank 100,436 3.32 5 25.00
2025-07-21 13F Ameritas Advisory Services, LLC 737 38
2025-08-06 13F Texas Yale Capital Corp. 96,699 0.94 4,970 19.04
2025-08-29 13F Total Investment Management Inc 11 1
2025-08-21 NP GPZ - VanEck Alternative Asset Manager ETF 24,913 1,281
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 3,294,099 1.41 169,317 19.58
2025-06-25 NP FXO - First Trust Financials 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 146,504 5,661
2025-07-25 NP USCA - Xtrackers MSCI USA Climate Action Equity ETF 19,761 7.30 893 -2.62
2025-07-24 NP USCL - iShares Climate Conscious & Transition MSCI USA ETF 15,774 6.70 713 -3.26
2025-07-23 13F Trifecta Capital Advisors, LLC 34 2
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1 This fund is a listed as child fund of Capital World Investors 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 270,192 39.73 13,888 64.75
2025-08-11 13F Nomura Asset Management Co Ltd 88,795 5.51 4,564 24.43
2025-08-12 13F CenterBook Partners LP 13,004 668
2025-08-14 13F Weiss Asset Management LP 495,199 25,453
2025-06-26 NP ACWI - iShares MSCI ACWI 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 60,086 8.36 2,322 -25.44
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 43 2
2025-08-05 13F Garrison Bradford & Associates Inc 18,943 25.51 974 48.10
2025-07-25 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 107,314 2.08 4,851 -7.43
2025-07-17 13F Sound Income Strategies, LLC 89,667 4,609
2025-08-12 13F Axq Capital, Lp 20,570 118.43 1,057 157.80
2025-08-14 13F Dark Forest Capital Management Lp 56,326 74.99 2,895 106.34
2025-04-25 NP FCGSX - Fidelity Series Growth Company 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 7,900 394
2025-08-13 13F Korea Investment CORP 221,196 55.59 11,369 83.46
2025-08-29 NP NEFOX - Natixis Oakmark Fund Class A 294,384 46.68 15,131 72.97
2025-08-18 NP PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I 71,362 32.21 3,668 55.95
2025-08-29 NP John Hancock Financial Opportunities Fund 146,317 21.42 7,521 43.18
2025-08-28 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 911,792 22.77 46,866 44.76
2025-06-25 NP IMCV - iShares Morningstar 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 27,429 1.86 1,060 -29.96
2025-08-12 13F Advisors Asset Management, Inc. 6,726 346
2025-06-26 NP Thrivent Core Funds - Thrivent Core Mid Cap Value Fund 185,404 17.55 7,164 -19.11
2025-07-29 NP SFYX - SoFi Next 500 ETF 3,741 167.60 169 144.93
2025-08-13 13F Capital World Investors 19,958,480 12.64 1,025,866 32.83
2025-08-14 13F Harris Associates L P 11,315,984 28.78 581,642 51.85
2025-08-14 13F Manufacturers Life Insurance Company, The 279,811 10.14 14,382 29.88
2025-08-12 13F Trexquant Investment LP 163,642 8,411
2025-07-17 13F Tritonpoint Wealth, Llc 10,513 0.03 540 17.90
2025-07-29 NP IVOV - Vanguard S&P Mid-Cap 400 Value 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 98,061 2.15 4,432 -7.36
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 63,343 17.78 2,448 -18.97
2025-08-14 13F Royal Bank Of Canada 3,313,694 915.78 170,323 1,097.85
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 1,376 4.16 71 22.81
2025-06-27 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 44,571 1.21 1,722 -30.37
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 66,641 0.22 3,425 18.18
2025-05-20 13F Blue Rock Wealth Management LLC 6,000 262
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 292 19
2025-08-14 13F Sargent Investment Group, LLC 320,037 6.66 20,130 53.91
2025-08-08 13F Westbourne Investment Advisors, Inc. 6,100 7.02 314 26.21
2025-08-26 NP JLPSX - JPMorgan U.S. Large Cap Core Plus Fund Class I Short -49,973 -2,569
2025-05-12 13F Sandy Spring Bank 2,562 0.79 110 -13.49
2025-08-13 13F Jones Financial Companies Lllp 6,149 21.23 315 44.04
2025-08-26 NP EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 19,930 2.79 1,024 21.18
2025-04-25 NP FDGRX - Fidelity Growth Company 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 32,500 1,620
2025-08-13 13F California Public Employees Retirement System 408,897 21.19 21,017 42.90
2025-06-26 NP DFLV - Dimensional US Large Cap Value ETF 28,182 1,614.23 1,089 1,082.61
2025-08-06 13F Moors & Cabot, Inc. 11,029 2.08 567 20.43
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 5,986 4.49 308 23.29
2025-08-26 NP Blackrock Enhanced Equity Dividend Trust 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 355,078 13.46 18,251 33.80
2025-08-26 NP IWB - iShares Russell 1000 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 188,888 19.83 9,709 41.31
2025-08-26 NP FTQI - First Trust Hedged BuyWrite Income 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 1,092 56
2025-07-10 13F Moody National Bank Trust Division 28,505 1.91 1,465 20.18
2025-08-12 13F Elo Mutual Pension Insurance Co 26,879 6.96 1,382 26.12
2025-08-26 NP Profunds - Profund Vp Mid-cap Growth 720 9.76 37 32.14
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Proequities, Inc. 0 0
2025-07-30 13F Forum Financial Management, LP 8,026 8.69 413 28.35
2025-08-26 NP EQ ADVISORS TRUST - EQ/Ivy Mid Cap Growth Portfolio Class IB 153,810 60.84 7,906 89.66
2025-07-25 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 117,245 1.35 5,299 -8.08
2025-06-24 NP BBUS - JPMorgan BetaBuilders U.S. Equity ETF 18,683 4.42 722 -28.19
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 104,330 16.80 5,363 37.73
2025-08-12 13F O'shaughnessy Asset Management, Llc 12,549 25.21 645 47.94
2025-08-13 13F McGowan Group Asset Management, Inc. 11,457 2.63 589 20.99
2025-08-13 13F Baltimore-Washington Financial Advisors, Inc. 3,949 203
2025-08-18 13F Geneos Wealth Management Inc. 665 2.31 34 21.43
2025-08-22 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 42,404 71.25 2,180 101.95
2025-07-15 13F Public Employees Retirement System Of Ohio 81,195 20.44 4,173 42.04
2025-08-08 13F Larson Financial Group LLC 3,287 37.19 169 61.54
2025-08-12 13F Cornerstone Select Advisors, LLC 4,415 227
2025-07-16 13F Augustine Asset Management Inc 63,290 2.23 3,253 20.57
2025-08-13 13F Hsbc Holdings Plc 118,623 11.89 6,095 32.36
2025-07-25 13F Hemington Wealth Management 272 27.70 0
2025-08-04 13F Retirement Systems of Alabama 260,420 1.39 13,386 19.55
2025-07-11 13F Assenagon Asset Management S.A. 386,335 0.04 19,858 17.96
2025-08-22 NP MBAAX - Global Strategist Portfolio Class A Shares 836 4.89 43 23.53
2025-08-08 13F Mjp Associates Inc /adv 5,864 10.85 301 30.87
2025-04-25 NP VFMF - Vanguard U.S. Multifactor ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 16,826 240.75 839 219.85
2025-08-28 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 963,772 3.20 49,538 21.69
2025-07-28 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 9,887 22.70 447 11.22
2025-08-04 13F Quaker Wealth Management, LLC 7 0
2025-07-25 NP NTIAX - Columbia Mid Cap Index Fund Class A 179,828 0.80 8,128 -8.58
2025-08-26 NP IRMAX - Voya RussellTM Mid Cap Index Portfolio Class ADV 21,362 21.74 1,098 43.72
2025-07-09 13F Massmutual Trust Co Fsb/adv 582 19.75 30 38.10
2025-08-29 NP OAKMX - Oakmark Fund Investor Class 6,687,200 38.68 343,722 63.52
2025-08-28 NP ONEO - SPDR Russell 1000 Momentum 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 1,020 52
2025-08-15 13F Captrust Financial Advisors 27,115 93.33 1,394 127.99
2025-08-28 NP NZAC - SPDR MSCI ACWI Low Carbon Target 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 473 2.38 24 20.00
2025-08-14 13F Principia Wealth Advisory, LLC 34 126.67 2
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 423 605.00 16 433.33
2025-07-16 13F Investment Partners Asset Management, Inc. 4,528 233
2025-06-30 NP NSFOX - Natixis Sustainable Future 2065 Fund Class N 273 259.21 11 150.00
2025-07-10 13F Western Pacific Wealth Management, LP 3,356 0.27 172 18.62
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap 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 27,159 8.60 1,049 -25.28
2025-08-14 13F Alyeska Investment Group, L.P. 549,334 28,236
2025-07-21 13F Tower View Investment Management & Research LLC 2,231 0.77 115 18.75
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class 246,908 12,691
2025-08-14 13F/A Barclays Plc 667,073 47.80 34 78.95
2025-07-09 13F Dynamic Advisor Solutions LLC 5,320 3.36 273 21.88
2025-07-15 13F Financial Management Professionals, Inc. 7 0
2025-08-07 13F Bearing Point Capital, Llc 10,835 10.73 557 30.52
2025-07-29 NP EBI - Longview Advantage ETF 574 497.92 26 525.00
2025-05-29 NP JNL SERIES TRUST - JNL/Harris Oakmark Global Equity Fund (A) 156,000 40.67 6,800 21.45
2025-07-23 13F Klp Kapitalforvaltning As 76,800 8.47 3,948 27.90
2025-08-14 13F Aqr Capital Management Llc 149,408 160.59 7,680 207.28
2025-08-27 NP PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 5,175 266
2025-08-13 13F Northern Trust Corp 2,303,647 4.94 118,407 23.74
2025-09-03 13F American Trust 4,564 235
2025-08-14 13F Warren Averett Asset Management, LLC 5,373 3.91 276 22.67
2025-08-14 13F Diversify Advisory Services, LLC 8,719 565
2025-08-07 13F Kestra Private Wealth Services, Llc 26,867 13.33 1,381 33.59
2025-08-13 13F Cerity Partners LLC 87,237 11.82 4,484 31.88
2025-07-24 13F GFG Capital, LLC 51,253 12.10 2,634 32.23
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 378,089 9.80 14,609 -24.45
2025-07-24 13F Standard Life Aberdeen plc 154,893 10.60 7,962 30.42
2025-08-25 NP MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class 62,984 7.38 3,237 26.64
2025-08-29 NP SPXUX - WisdomTree 500 Digital Fund N/A 77 165.52 4 200.00
2025-07-16 13F EdgeRock Capital LLC 7,527 0.01 387 17.68
2025-07-29 13F Nordea Investment Management Ab 19,780 13.74 1,015 37.58
2025-08-26 NP IWD - iShares Russell 1000 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 581,526 6.93 29,890 26.09
2025-08-14 13F Gillson Capital LP 544,213 28
2025-08-12 13F Rhumbline Advisers 656,707 8.75 33,755 28.23
2025-08-04 13F Kovack Advisors, Inc. 9,012 13.29 463 33.82
2025-08-14 13F Alliancebernstein L.p. 407,512 10.97 20,946 30.86
2025-07-25 NP CMUAX - Columbia Select Mid Cap Value Fund Class A 1,025,676 9.62 46,361 -0.59
2025-08-12 13F Jefferies Financial Group Inc. 175,000 8,995
2025-08-13 13F Northwestern Mutual Wealth Management Co 96,226 9.52 4,946 29.17
2025-08-12 13F Jefferies Financial Group Inc. Call 34,000 1,748
2025-08-14 13F Deprince Race & Zollo Inc 505,538 9.69 25,985 29.34
2025-08-18 NP Advantage Advisers Xanthus Fund, L.l.c. 321,007 79.76 16,500 111.99
2025-07-30 13F Cullen/frost Bankers, Inc. 55 189.47 3
2025-07-07 13F Retirement Wealth Solutions LLC 1,117 8.55 57 29.55
2025-08-07 13F Aviva Plc 9,916 24.78 510 47.11
2025-08-14 13F Aster Capital Management (DIFC) Ltd 15,355 789
2025-07-28 NP MSLC - Morgan Stanley Pathway Large Cap Equity ETF 8,010 12.20 362 1.97
2025-08-04 13F Hantz Financial Services, Inc. 1,703 2,560.94 0
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class 249,497 7.24 12,824 26.46
2025-07-11 13F/A Umb Bank N A/mo 3,792 10.07 195 29.33
2025-06-26 NP DVRAX - MFS Global Alternative Strategy Fund A 1,782 15.04 69 -20.93
2025-08-19 13F Delos Wealth Advisors, LLC 1,003 52
2025-06-23 NP PPSFX - LargeCap Value Fund III R-3 5,339 10.26 206 -23.99
2025-06-26 NP BlackRock ETF Trust - BlackRock U.S. Industry Rotation 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 123 7.89 5 -33.33
2025-08-19 13F State of Wyoming 7,348 378
2025-06-26 NP BLACKROCK FUNDS - iShares Russell Mid-Cap Index 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 37,745 1.23 1,458 -30.34
2025-08-13 13F Stablepoint Partners, LLC 14,560 10.50 748 30.31
2025-08-22 NP MIMPX - Global Strategist Portfolio Class I 123 3.36 6 20.00
2025-06-26 NP IMCB - iShares Morningstar 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 20,131 1.27 778 -30.38
2025-08-13 13F New York State Common Retirement Fund 178,395 10.88 9 28.57
2025-07-22 13F UniSuper Management Pty Ltd 4,000 206
2025-06-30 NP NSFDX - Natixis Sustainable Future 2020 Fund Class N 134 235.00 5 150.00
2025-08-14 13F Mml Investors Services, Llc 30,272 12.88 2 0.00
2025-08-14 13F Holocene Advisors, LP 665,876 43.18 34,226 68.83
2025-06-26 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 97,848 10.82 3,781 -23.76
2025-05-15 13F/A Orion Portfolio Solutions, LLC 11,678 38.76 509 20.05
2025-08-12 13F Private Management Group Inc 940,870 6.62 48,361 25.72
2025-06-30 NP NSFEX - Natixis Sustainable Future 2025 Fund Class N 259 208.33 10 150.00
2025-08-07 13F Everhart Financial Group, Inc. 7,397 8.27 380 27.95
2025-08-15 13F Great West Life Assurance Co /can/ 274,876 1.07 14 27.27
2025-08-11 13F Rothschild Investment Llc 1,255 2.03 65 20.75
2025-08-26 NP EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 17,191 2.39 884 20.79
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 4,556 122.90 234 162.92
2025-07-24 NP FIDSX - Financial Services Portfolio 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 252,700 27.76 11,422 15.87
2025-08-27 NP OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 1,300 664.71 67 842.86
2025-06-25 NP ILCV - iShares Morningstar Large-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 9,251 3.21 357 -29.03
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 145,422 3.54 5,619 -28.76
2025-08-13 13F EverSource Wealth Advisors, LLC 1,554 31.92 80 54.90
2025-08-27 NP CFJAX - Calvert US Large-Cap Value Responsible Index Fund Class A 40,337 90.33 2,073 124.59
2025-08-13 13F Natixis Advisors, L.p. 369,569 164.01 19 200.00
2025-07-29 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 117,819 9.06 5,325 -1.10
2025-08-04 13F Strs Ohio 31,570 8.94 1,623 28.42
2025-08-12 13F Charles Schwab Investment Management Inc 1,474,556 3.32 75,792 21.83
2025-07-14 13F Park Avenue Securities Llc 12,682 12.20 1
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 5,840 5.19 300 23.97
2025-08-14 13F Point72 Europe (London) LLP 77,800 3,999
2025-08-01 13F Envestnet Asset Management Inc 633,135 13.55 32,543 33.90
2025-07-23 13F Maryland State Retirement & Pension System 12,711 24.23 653 46.41
2025-08-07 13F CSM Advisors, LLC 266,725 7.61 14 30.00
2025-07-22 13F SOL Capital Management CO 186,570 4.53 10 28.57
2025-08-13 13F Walleye Trading LLC Call 157,100 1,967.11 8,075 2,339.27
2025-08-07 13F Legacy Financial Advisors, Inc. 9,427 485
2025-08-13 13F Walleye Trading LLC Put 115,600 6,700.00 5,942 7,928.38
2025-08-12 13F Prudential Financial Inc 69,561 257.35 3,521 263.36
2025-09-04 13F/A Advisor Group Holdings, Inc. 74,943 75.78 3,636 95.64
2025-08-26 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 6,940,467 0.87 356,740 18.94
2025-08-12 13F Integrated Advisors Network LLC 54,150 2,783
2025-08-18 13F/A Kestra Investment Management, LLC 357 23.10 18 50.00
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