2025-07-24 |
13F |
IFP Advisors, Inc
|
|
|
|
77 |
7,600.00 |
4 |
|
|
2025-08-14 |
13F |
Goldman Sachs Group Inc
|
|
|
|
116,110 |
0.76 |
6,145 |
5.89 |
|
2025-08-08 |
13F |
Police & Firemen's Retirement System of New Jersey
|
|
|
|
3,630 |
16.98 |
192 |
23.08 |
|
2025-08-13 |
13F |
ExodusPoint Capital Management, LP
|
|
|
|
13,040 |
|
1 |
|
|
2025-07-08 |
13F |
Parallel Advisors, LLC
|
|
|
|
507 |
5.19 |
27 |
8.33 |
|
2025-05-22 |
NP |
ROSC - Hartford Multifactor Small Cap ETF
|
|
|
|
1,231 |
3.36 |
62 |
-3.17 |
|
2025-08-14 |
13F |
Ameriprise Financial Inc
|
|
|
|
46,508 |
5.12 |
2,461 |
10.51 |
|
2025-07-28 |
NP |
AVUVX - Avantis U.S. Small Cap Value Fund Institutional Class
|
|
|
|
15,669 |
11.51 |
800 |
4.17 |
|
2025-08-14 |
13F/A |
Barclays Plc
|
|
|
|
60,660 |
22.74 |
3 |
50.00 |
|
2025-08-11 |
13F |
Rothschild Investment Llc
|
|
|
|
30 |
200.00 |
2 |
|
|
2025-07-30 |
13F |
D.a. Davidson & Co.
|
|
|
|
6,151 |
|
326 |
|
|
2025-08-12 |
13F |
Swiss National Bank
|
|
|
|
31,090 |
4.36 |
1,645 |
9.67 |
|
2025-08-14 |
13F |
Quantinno Capital Management LP
|
|
|
|
4,050 |
|
214 |
|
|
2025-08-14 |
13F |
Alliancebernstein L.p.
|
|
|
|
19,543 |
37.40 |
1,034 |
44.41 |
|
2025-07-14 |
13F |
GAMMA Investing LLC
|
|
|
|
87 |
61.11 |
5 |
100.00 |
|
2025-08-11 |
13F |
Vanguard Group Inc
|
|
|
|
956,196 |
3.77 |
50,602 |
9.04 |
|
2025-08-28 |
NP |
SPWIX - Simt Small Cap Growth Fund Class I
|
|
|
|
11,879 |
53.79 |
629 |
61.86 |
|
2025-08-14 |
13F |
Verition Fund Management LLC
|
|
|
|
14,009 |
36.55 |
741 |
43.60 |
|
2025-08-14 |
13F |
Comerica Bank
|
|
|
|
9,067 |
134.59 |
480 |
146.91 |
|
2025-07-22 |
NP |
FSTBX - FEDERATED GLOBAL ALLOCATION FUND Class A Shares
|
|
|
|
333 |
202.73 |
17 |
166.67 |
|
2025-08-27 |
NP |
VEXMX - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
241,237 |
1.75 |
12,766 |
6.93 |
|
2025-08-22 |
NP |
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A
|
|
|
|
2,440 |
5.40 |
129 |
11.21 |
|
2025-08-29 |
NP |
JAEWX - Small Cap Index Trust NAV
|
|
|
|
3,268 |
9.77 |
173 |
15.44 |
|
2025-08-27 |
NP |
VSTCX - Vanguard Strategic Small-Cap Equity Fund Investor Shares
|
|
|
|
12,982 |
71.99 |
687 |
80.79 |
|
2025-08-13 |
13F |
Arizona State Retirement System
|
|
|
|
4,749 |
7.88 |
251 |
13.57 |
|
2025-08-14 |
13F |
Kovitz Investment Group Partners, LLC
|
|
|
|
16,451 |
1.74 |
871 |
6.88 |
|
2025-07-11 |
13F |
BTC Capital Management, Inc.
|
|
|
|
7,811 |
3.43 |
412 |
8.16 |
|
2025-08-07 |
13F |
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
51,377 |
28.79 |
2,719 |
35.29 |
|
2025-08-26 |
NP |
VVICX - Voya VACS Index Series SC Portfolio
|
|
|
|
1,338 |
9.94 |
71 |
14.75 |
|
2025-08-07 |
13F |
Allworth Financial LP
|
|
|
|
60 |
328.57 |
3 |
|
|
2025-07-23 |
13F |
Equitable Trust Co
|
|
|
|
5,930 |
3.36 |
314 |
8.68 |
|
2025-08-14 |
13F |
Bnp Paribas Arbitrage, Sa
|
|
|
|
9,914 |
20.56 |
525 |
26.57 |
|
2025-08-27 |
NP |
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
2,670 |
|
141 |
|
|
2025-08-22 |
NP |
FESM - Fidelity Enhanced Small Cap ETF
|
|
|
|
19,292 |
4.87 |
1,021 |
10.15 |
|
2025-08-28 |
NP |
ITOT - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
21,598 |
2.43 |
1,143 |
7.63 |
|
2025-07-29 |
NP |
SMXAX - SIIT Extended Market Index Fund - Class A
|
|
|
|
3,093 |
94.16 |
158 |
82.56 |
|
2025-06-26 |
NP |
FLXSX - Fidelity Flex Small Cap Index Fund
|
|
|
|
2,902 |
15.53 |
142 |
5.97 |
|
2025-08-12 |
13F |
Clifford Capital Partners Llc
|
|
|
|
282,588 |
3.08 |
14,955 |
8.32 |
|
2025-07-28 |
NP |
AVSC - Avantis U.S. Small Cap Equity ETF
|
|
|
|
32,547 |
7.86 |
1,662 |
0.85 |
|
2025-07-30 |
13F |
Bogart Wealth, LLC
|
|
|
|
346 |
|
18 |
|
|
2025-08-22 |
NP |
FISVX - Fidelity Small Cap Value Index Fund
|
|
|
|
17,376 |
4.49 |
920 |
9.80 |
|
2025-08-08 |
13F |
Larson Financial Group LLC
|
|
|
|
16 |
|
1 |
|
|
2025-08-26 |
NP |
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB
|
|
|
|
18,812 |
3.77 |
996 |
9.10 |
|
2025-06-18 |
NP |
NWHDX - Nationwide Bailard Cognitive Value Fund Class A
|
|
|
|
11,300 |
391.30 |
553 |
543.02 |
|
2025-08-14 |
13F |
UBS Group AG
|
|
|
|
84,650 |
20.49 |
4,480 |
26.63 |
|
2025-06-24 |
NP |
SWTSX - Schwab Total Stock Market Index Fund
|
|
|
|
7,370 |
15.70 |
361 |
5.88 |
|
2025-07-28 |
NP |
HDG - ProShares Hedge Replication ETF
|
|
|
|
20 |
11.11 |
1 |
|
|
2025-08-14 |
13F |
Sei Investments Co
|
|
|
|
11,496 |
40.33 |
608 |
47.93 |
|
2025-08-14 |
13F |
Point72 (DIFC) Ltd
|
|
|
|
286 |
2.88 |
15 |
7.14 |
|
2025-08-06 |
NP |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class
|
|
|
|
11,630 |
4.49 |
615 |
9.82 |
|
2025-08-14 |
13F |
Tudor Investment Corp Et Al
|
|
|
|
18,376 |
4.84 |
972 |
10.20 |
|
2025-08-14 |
13F |
Susquehanna Portfolio Strategies, LLC
|
|
|
|
3,987 |
|
211 |
|
|
2025-08-14 |
13F |
Adage Capital Partners Gp, L.l.c.
|
|
|
|
87,499 |
29.63 |
4,630 |
36.22 |
|
2025-06-26 |
NP |
ETTOX - E*TRADE No Fee Total Market Index Fund
|
|
|
|
7 |
|
0 |
|
|
2025-08-29 |
NP |
JADMX - Small Cap Opportunities Trust NAV
|
|
|
|
1,985 |
22.91 |
105 |
29.63 |
|
2025-06-26 |
NP |
DFAT - Dimensional U.S. Targeted Value ETF
|
|
|
|
130,632 |
0.58 |
6,396 |
-7.97 |
|
2025-06-26 |
NP |
ISCV - iShares Morningstar Small-Cap Value ETF
|
|
|
|
3,245 |
4.24 |
159 |
-4.82 |
|
2025-08-14 |
13F |
Jacobs Levy Equity Management, Inc
|
|
|
|
47,573 |
0.25 |
2,518 |
5.36 |
|
2025-08-14 |
13F |
Aquatic Capital Management LLC
|
|
|
|
3,774 |
215.03 |
200 |
231.67 |
|
2025-06-27 |
NP |
RSSL - Global X Russell 2000 ETF
|
|
|
|
9,329 |
6.60 |
457 |
-2.56 |
|
2025-08-29 |
NP |
JAFEX - Total Stock Market Index Trust NAV
|
|
|
|
399 |
39.51 |
21 |
50.00 |
|
2025-08-20 |
NP |
ASMOX - AQR Small Cap Momentum Style Fund Class I
|
|
|
|
2,949 |
75.74 |
156 |
85.71 |
|
2025-08-14 |
13F |
Point72 Asset Management, L.P.
|
|
|
|
1,268 |
32.64 |
67 |
39.58 |
|
2025-06-23 |
NP |
PJARX - SmallCap Value Fund II R-3
|
|
|
|
21,824 |
0.77 |
1,069 |
-7.77 |
|
2025-07-22 |
13F |
Merit Financial Group, LLC
|
|
|
|
5,090 |
3.60 |
269 |
8.91 |
|
2025-08-08 |
13F |
Creative Planning
|
|
|
|
16,819 |
5.97 |
890 |
11.39 |
|
2025-08-14 |
13F |
Manufacturers Life Insurance Company, The
|
|
|
|
6,197 |
13.13 |
328 |
18.91 |
|
2025-07-10 |
13F |
Community Trust & Investment Co
|
|
|
|
1,979,076 |
3.03 |
104,733 |
8.26 |
|
2025-07-24 |
NP |
FCFMX - Fidelity Series Total Market Index Fund
|
|
|
|
21,811 |
8.93 |
1,113 |
1.83 |
|
2025-08-28 |
NP |
IWC - iShares Micro-Cap ETF
|
|
|
|
36,205 |
5.31 |
1,916 |
10.63 |
|
2025-06-26 |
NP |
FSMD - Fidelity Small-Mid Factor ETF
|
|
|
|
28,967 |
98.55 |
1,418 |
81.79 |
|
2025-06-26 |
NP |
DXUV - Dimensional US Vector Equity ETF
|
|
|
|
418 |
1,990.00 |
20 |
1,900.00 |
|
2025-06-26 |
NP |
DCOR - Dimensional US Core Equity 1 ETF
|
|
|
|
1,366 |
28.14 |
67 |
15.79 |
|
2025-08-05 |
13F |
Bank of New York Mellon Corp
|
|
|
|
111,952 |
0.53 |
5,925 |
5.65 |
|
2025-08-11 |
13F |
Empowered Funds, LLC
|
|
|
|
64,636 |
3.06 |
3,421 |
8.30 |
|
2025-08-29 |
NP |
DHS - WisdomTree U.S. High Dividend Fund N/A
|
|
|
|
11,487 |
2.00 |
608 |
7.05 |
|
2025-08-08 |
13F |
Geode Capital Management, Llc
|
|
|
|
413,312 |
4.55 |
21,872 |
9.85 |
|
2025-07-11 |
13F |
Farther Finance Advisors, LLC
|
|
|
|
758 |
|
40 |
|
|
2025-08-15 |
13F |
Great West Life Assurance Co /can/
|
|
|
|
2,958 |
7.56 |
0 |
|
|
2025-08-12 |
13F |
Prudential Financial Inc
|
|
|
|
13,100 |
7.17 |
693 |
12.68 |
|
2025-06-27 |
NP |
DPST - Direxion Daily Regional Banks Bull 3X Shares
|
|
|
|
8,543 |
2.92 |
418 |
-5.86 |
|
2025-06-26 |
NP |
DFSV - Dimensional US Small Cap Value ETF
|
|
|
|
54,460 |
14.85 |
2,666 |
5.08 |
|
2025-08-07 |
13F |
Parkside Financial Bank & Trust
|
|
|
|
20 |
|
1 |
|
|
2025-08-15 |
13F |
Morgan Stanley
|
|
|
|
123,111 |
16.72 |
6,515 |
22.67 |
|
2025-05-27 |
NP |
GAFCX - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
976 |
49.92 |
49 |
44.12 |
|
2025-08-12 |
13F |
SRS Capital Advisors, Inc.
|
|
|
|
185 |
101.09 |
10 |
125.00 |
|
2025-06-27 |
NP |
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1
|
|
|
|
1,745 |
2.47 |
85 |
-6.59 |
|
2025-08-27 |
NP |
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A
|
|
|
|
4,840 |
0.75 |
256 |
6.22 |
|
2025-06-25 |
NP |
FNCL - Fidelity MSCI Financials Index ETF
|
|
|
|
5,357 |
13.62 |
262 |
3.97 |
|
2025-08-14 |
13F |
Qube Research & Technologies Ltd
|
|
|
|
58,919 |
10.10 |
3,118 |
15.66 |
|
2025-08-13 |
13F |
Quantbot Technologies LP
|
|
|
|
2,799 |
|
148 |
|
|
2025-08-14 |
13F |
Aqr Capital Management Llc
|
|
|
|
140,460 |
0.46 |
7,433 |
5.58 |
|
2025-08-14 |
13F |
Royal Bank Of Canada
|
|
|
|
1,320 |
5.94 |
69 |
9.52 |
|
2025-08-28 |
NP |
SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
401 |
39.72 |
21 |
50.00 |
|
2025-07-29 |
NP |
EBI - Longview Advantage ETF
|
|
|
|
1 |
|
0 |
|
|
2025-08-22 |
NP |
FEAC - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
48 |
|
3 |
|
|
2025-07-07 |
13F |
Versant Capital Management, Inc
|
|
|
|
407 |
77.73 |
22 |
90.91 |
|
2025-07-28 |
NP |
AVUV - Avantis U.S. Small Cap Value ETF
|
|
|
|
331,872 |
6.33 |
16,942 |
-0.56 |
|
2025-08-14 |
13F |
Millennium Management Llc
|
|
|
|
121,658 |
20.87 |
6,438 |
27.03 |
|
2025-08-01 |
13F |
Y-Intercept (Hong Kong) Ltd
|
|
|
|
7,320 |
|
387 |
|
|
2025-08-14 |
13F |
Raymond James Financial Inc
|
|
|
|
41,709 |
18.01 |
2,207 |
24.06 |
|
2025-07-11 |
13F |
Wedge Capital Management L L P/nc
|
|
|
|
42,847 |
180.50 |
2,267 |
194.80 |
|
2025-08-28 |
NP |
SEIS - SEI Select Small Cap ETF
|
|
|
|
11,564 |
157.03 |
612 |
170.35 |
|
2025-08-13 |
13F |
Bare Financial Services, Inc
|
|
|
|
15 |
|
1 |
|
|
2025-07-28 |
NP |
MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
|
|
876 |
27.70 |
45 |
18.92 |
|
2025-08-06 |
13F |
BNP Paribas Asset Management Holding S.A.
|
|
|
|
199 |
|
0 |
|
|
2025-08-11 |
13F |
Covestor Ltd
|
|
|
|
10 |
66.67 |
0 |
|
|
2025-08-13 |
13F |
EverSource Wealth Advisors, LLC
|
|
|
|
332 |
1,343.48 |
18 |
1,600.00 |
|
2025-06-26 |
NP |
FSSNX - Fidelity Small Cap Index Fund
|
|
|
|
154,741 |
2.00 |
7,576 |
-6.68 |
|
2025-08-08 |
13F/A |
Sterling Capital Management LLC
|
|
|
|
7,691 |
2.21 |
407 |
7.67 |
|
2025-08-26 |
NP |
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB
|
|
|
|
11,915 |
80.67 |
631 |
89.76 |
|
2025-08-26 |
NP |
Profunds - Profund Vp Small-cap
|
|
|
|
36 |
2.86 |
2 |
0.00 |
|
2025-08-15 |
13F |
Tower Research Capital LLC (TRC)
|
|
|
|
5,649 |
69.54 |
299 |
78.44 |
|
2025-09-04 |
13F/A |
Advisor Group Holdings, Inc.
|
|
|
|
3,427 |
64.52 |
181 |
74.04 |
|
2025-07-25 |
NP |
CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class
|
|
|
|
45,985 |
15.22 |
2,348 |
7.76 |
|
2025-08-13 |
13F |
Russell Investments Group, Ltd.
|
|
|
|
285 |
5.17 |
15 |
15.38 |
|
2025-07-29 |
NP |
VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares
|
|
|
|
77,248 |
9.78 |
3,944 |
2.66 |
|
2025-06-26 |
NP |
DFAU - Dimensional US Core Equity Market ETF
|
|
|
|
3,374 |
4.62 |
165 |
-4.07 |
|
2025-08-14 |
13F |
Two Sigma Investments, Lp
|
|
|
|
65,450 |
29.18 |
3,464 |
35.75 |
|
2025-08-29 |
NP |
BSVO - EA Bridgeway Omni Small-Cap Value ETF
|
|
|
|
64,552 |
2.93 |
3,416 |
8.17 |
|
2025-07-22 |
13F |
Gsa Capital Partners Llp
|
|
|
|
5,142 |
|
0 |
|
|
2025-07-24 |
NP |
FSKAX - Fidelity Total Market Index Fund
|
|
|
|
28,779 |
3.25 |
1,469 |
-3.42 |
|
2025-08-12 |
13F |
Hillsdale Investment Management Inc.
|
|
|
|
99,869 |
30.09 |
5,285 |
36.70 |
|
2025-08-07 |
13F |
ProShare Advisors LLC
|
|
|
|
120,526 |
|
6,378 |
|
|
2025-07-28 |
NP |
AVSBX - Avantis U.S. Small Cap Equity Fund G Class
|
|
|
|
2,032 |
20.74 |
104 |
13.19 |
|
2025-08-11 |
13F |
Alps Advisors Inc
|
|
|
|
7,055 |
1.22 |
373 |
6.27 |
|
2025-08-12 |
13F |
Rhumbline Advisers
|
|
|
|
24,696 |
4.55 |
1,307 |
9.84 |
|
2025-06-26 |
NP |
DFSVX - U.s. Small Cap Value Portfolio - Institutional Class
|
|
|
|
174,969 |
5.70 |
8,566 |
-3.29 |
|
2025-08-14 |
13F |
Ubs Asset Management Americas Inc
|
|
|
|
48,017 |
45.18 |
2,541 |
52.61 |
|
2025-08-27 |
NP |
RYRUX - Russell 2000 2x Strategy Fund A-Class Shares
|
|
|
|
81 |
3.85 |
4 |
33.33 |
|
2025-08-26 |
NP |
Profunds - Profund Vp Ultrasmall-cap
|
|
|
|
56 |
1.82 |
3 |
0.00 |
|
2025-08-18 |
NP |
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I
|
|
|
|
4,537 |
14.48 |
240 |
20.60 |
|
2025-06-26 |
NP |
DFUS - Dimensional U.S. Equity ETF
|
|
|
|
4,357 |
22.49 |
213 |
12.11 |
|
2025-08-12 |
13F |
Legal & General Group Plc
|
|
|
|
16,128 |
0.64 |
853 |
5.70 |
|
2025-08-12 |
13F |
Proequities, Inc.
|
|
Put
|
|
0 |
|
0 |
|
|
2025-08-11 |
13F |
Aptus Capital Advisors, LLC
|
|
|
|
12,491 |
0.30 |
661 |
5.42 |
|
2025-08-12 |
13F |
Charles Schwab Investment Management Inc
|
|
|
|
127,630 |
2.31 |
6,754 |
7.51 |
|
2025-08-12 |
13F |
Proequities, Inc.
|
|
Call
|
|
0 |
|
0 |
|
|
2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
2025-07-28 |
NP |
VCSLX - Small Cap Index Fund
|
|
|
|
6,530 |
11.30 |
333 |
4.06 |
|
2025-07-15 |
13F |
Kentucky Trust Co
|
|
|
|
200 |
|
11 |
|
|
2025-07-23 |
13F |
Ellsworth Advisors, LLC
|
|
|
|
10,434 |
2.49 |
552 |
7.81 |
|
2025-08-27 |
NP |
RYRRX - Russell 2000 Fund Class A
|
|
|
|
37 |
2.78 |
2 |
0.00 |
|
2025-08-26 |
NP |
TRSYX - T. Rowe Price Small-Cap Index Fund
|
|
|
|
1,498 |
13.40 |
79 |
19.70 |
|
2025-07-17 |
13F |
SummerHaven Investment Management, LLC
|
|
|
|
18,571 |
1.60 |
983 |
6.74 |
|
2025-08-18 |
13F |
Geneos Wealth Management Inc.
|
|
|
|
11 |
|
1 |
|
|
2025-07-25 |
NP |
WSML - iShares MSCI World Small-Cap ETF
|
|
|
|
1,638 |
|
84 |
|
|
2025-08-14 |
13F |
Voya Investment Management Llc
|
|
|
|
5,175 |
2.39 |
274 |
7.48 |
|
2025-06-26 |
NP |
KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
64 |
6.67 |
3 |
0.00 |
|
2025-08-14 |
13F |
Lazard Asset Management Llc
|
|
|
|
10,052 |
1,356.81 |
1 |
|
|
2025-07-22 |
NP |
GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
|
|
|
|
5,330 |
25.26 |
272 |
17.24 |
|
2025-08-27 |
NP |
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
522,022 |
2.37 |
27,625 |
7.57 |
|
2025-08-22 |
NP |
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
807 |
7.74 |
43 |
13.51 |
|
2025-08-14 |
13F |
Price T Rowe Associates Inc /md/
|
|
|
|
18,011 |
12.95 |
1 |
|
|
2025-08-20 |
NP |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II
|
|
|
|
3,232 |
5.72 |
171 |
11.76 |
|
2025-08-13 |
13F |
First Trust Advisors Lp
|
|
|
|
11,663 |
6.20 |
617 |
11.57 |
|
2025-06-26 |
NP |
SMLF - iShares Edge MSCI Multifactor USA Small-Cap ETF
|
|
|
|
17,802 |
10.48 |
872 |
1.04 |
|
2025-08-29 |
NP |
JAFVX - Strategic Equity Allocation Trust Series NAV
|
|
|
|
2,514 |
14.32 |
133 |
20.91 |
|
2025-08-14 |
13F |
Wells Fargo & Company/mn
|
|
|
|
10,249 |
11.16 |
542 |
16.81 |
|
2025-08-12 |
13F |
American Century Companies Inc
|
|
|
|
411,444 |
6.97 |
21,774 |
12.41 |
|
2025-08-26 |
NP |
QABA - First Trust NASDAQ ABA Community Bank Index Fund
|
|
|
|
11,558 |
6.37 |
612 |
11.70 |
|
2025-08-13 |
13F |
MetLife Investment Management, LLC
|
|
|
|
9,320 |
3.62 |
493 |
9.07 |
|
2025-07-25 |
13F |
Cwm, Llc
|
|
|
|
3,990 |
13.48 |
0 |
|
|
2025-08-26 |
NP |
NSIDX - Northern Small Cap Index Fund
|
|
|
|
7,395 |
3.11 |
391 |
8.31 |
|
2025-06-24 |
NP |
SWSSX - Schwab Small-Cap Index Fund
|
|
|
|
38,187 |
3.12 |
1,870 |
-5.65 |
|
2025-08-12 |
13F |
MAI Capital Management
|
|
|
|
21 |
|
1 |
|
|
2025-06-25 |
NP |
ISCB - iShares Morningstar Small-Cap ETF
|
|
|
|
824 |
3.78 |
40 |
-4.76 |
|
2025-08-06 |
13F |
Prospera Financial Services Inc
|
|
|
|
6,536 |
|
346 |
|
|
2025-08-14 |
13F |
Bridgeway Capital Management Inc
|
|
|
|
124,636 |
1.56 |
6,596 |
6.73 |
|
2025-08-26 |
NP |
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB
|
|
|
|
3,430 |
30.22 |
182 |
37.12 |
|
2025-06-26 |
NP |
DFAC - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
44,483 |
3.35 |
2,178 |
-5.47 |
|
2025-06-24 |
NP |
BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF
|
|
|
|
5,631 |
11.50 |
276 |
1.85 |
|
2025-08-14 |
13F |
Two Sigma Advisers, Lp
|
|
|
|
46,757 |
28.25 |
2,474 |
34.82 |
|
2025-06-24 |
NP |
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF
|
|
|
|
240 |
60.00 |
12 |
37.50 |
|
2025-06-26 |
NP |
FZROX - Fidelity ZERO Total Market Index Fund
|
|
|
|
7,003 |
4.37 |
343 |
-4.74 |
|