DRVN / Driven Brands Holdings Inc. - Kepemilikan Institusional - Pembeli

Driven Brands Holdings Inc.
US ˙ NasdaqGS ˙ US26210V1026

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Driven Brands Holdings Inc. meliputi Hennessy Advisors Inc, HFCGX - Hennessy Cornerstone Growth Fund Investor Class, BI Asset Management Fondsmaeglerselskab A/S, Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund, DMCRX - Driehaus Micro Cap Growth Fund, Hussman Strategic Advisors, Inc., HSGFX - Hussman Strategic Growth Fund, Franklin Resources Inc, LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class, RBB FUND, INC. - Adara Smaller Companies Fund, GARIX - Gotham Absolute Return Fund Institutional Class, Summit Trail Advisors, Llc, SECAX - SIIT Small Cap II Fund - Class A, YOVAX - YORKTOWN SMALL-CAP FUND Class A, Natixis Advisors, L.p., SLPAX - Siit Small Cap Fund - Class A, GAFCX - Virtus AlphaSimplex Global Alternatives Fund Class C, WSML - iShares MSCI World Small-Cap ETF, GONIX - Gotham Neutral Fund Institutional Class, dan HSAFX - Hussman Strategic Allocation 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
(%)
2025-08-05 13F Bank of New York Mellon Corp 250,180 1.21 4,393 3.71
2025-08-06 13F Cornerstone Investment Partners, LLC 16,227 0.48 285 2.90
2025-07-28 NP VCSLX - Small Cap Index Fund 25,065 9.52 447 11.22
2025-08-13 13F Arrowstreet Capital, Limited Partnership 255,156 95.37 4,481 100.18
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 149,257 3.53 2,466 3.57
2025-08-14 13F Western Standard LLC 409,677 69.94 7,194 74.08
2025-08-14 13F Jacobs Levy Equity Management, Inc 68,255 1,199
2025-08-13 13F Natixis Advisors, L.p. 12,802 0
2025-08-08 13F Principal Financial Group Inc 175,849 5.77 3,088 8.35
2025-07-24 13F IFP Advisors, Inc 0 5
2025-07-31 13F Quest Partners LLC 11,246 64.13 197 68.38
2025-06-26 NP DFSTX - U.s. Small Cap 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 177,044 45.87 2,925 45.98
2025-08-14 13F Verition Fund Management LLC 340,904 56.32 5,986 60.18
2025-07-29 NP SECAX - SIIT Small Cap II Fund - Class A 15,793 281
2025-08-13 13F North Peak Capital Management, LLC 7,123,075 9.02 125,081 11.70
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 26,353 48.11 435 48.46
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 240 6.67 4 0.00
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 12,709 223
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 11,332 15.49 187 16.15
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 2,183 0.92 38 2.70
2025-08-19 13F Advisory Services Network, LLC 21,390 361
2025-08-27 NP OASGX - Optimum Small-mid Cap Growth Fund Class A 90,843 1,595
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 9,025 2.44 158 4.64
2025-08-11 13F Rothschild Investment Llc 160 10.34 3 0.00
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 15,049 55.77 264 60.00
2025-07-29 NP RBB FUND, INC. - Adara Smaller Companies Fund 39,083 696
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 4,271 4.91 75 7.25
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 8,499 18.49 140 18.64
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 1,264 5.16 22 10.00
2025-08-26 NP NSMAX - Nuveen NWQ Small/Mid-Cap Value Fund Class A This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 63,828 55.46 1,121 59.32
2025-07-23 NP CFSLX - Column Small Cap Fund 39,309 8.44 700 10.24
2025-07-29 NP ESGV - Vanguard ESG U.S. Stock 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 13,694 11.66 244 14.02
2025-08-12 13F Legal & General Group Plc 78,791 2.60 1,384 5.09
2025-08-14 13F Ararat Capital Management, LP 1,087,249 50.26 19,092 53.94
2025-08-15 NP Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund 125,344 2,201
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 3,149 10.30 55 14.58
2025-08-12 13F CIBC Private Wealth Group, LLC 783 72.85 14 116.67
2025-08-14 13F Summit Trail Advisors, Llc 21,492 377
2025-08-04 13F Assetmark, Inc 42 1
2025-07-24 NP FSOAX - Fidelity Advisor Value Strategies 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 813,000 16.66 14,488 18.59
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 301,001 9.50 5,364 11.31
2025-08-14 13F Aqr Capital Management Llc 99,574 4.78 1,749 7.37
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 26,682 4.60 441 4.51
2025-05-05 13F Lindbrook Capital, Llc 1,222 5.34 21 11.11
2025-08-12 13F LPL Financial LLC 27,472 148.30 482 155.03
2025-08-14 13F Aster Capital Management (DIFC) Ltd 891 16
2025-08-25 NP GARIX - Gotham Absolute Return Fund Institutional Class 22,554 396
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 5,207 16,171.88 86
2025-08-14 13F Jane Street Group, Llc 40,437 710
2025-08-07 13F Montag A & Associates Inc 76,509 15.99 1,343 18.85
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 6,646 4.23 110 3.81
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 13,402 59.11 221 58.99
2025-08-12 13F MAI Capital Management 189 3
2025-08-22 NP FECGX - Fidelity Small Cap Growth Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 40,385 8.45 709 11.13
2025-08-26 NP Profunds - Profund Vp Small-cap 137 1.48 2 0.00
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 45,200 2.03 794 4.48
2025-07-15 13F Fortitude Family Office, LLC 394 5.91 7 0.00
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 14,528 1.77 255 4.51
2025-06-26 NP HFCGX - Hennessy Cornerstone Growth Fund Investor Class 452,800 7,480
2025-06-26 NP DFUV - Dimensional US Marketwide Value ETF 28,862 144.14 477 144.10
2025-08-04 13F Covey Capital Advisors, LLC 73,645 95.19 1,293 100.15
2025-08-13 13F Arizona State Retirement System 19,151 1.70 336 4.35
2025-08-14 13F Driehaus Capital Management Llc 537,471 9,438
2025-07-29 NP SLPAX - Siit Small Cap Fund - Class A 9,679 172
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 3,106 3.78 51 4.08
2025-08-27 13F/A Brinker Capital Investments, LLC 25,318 74.56 445 79.03
2025-07-24 13F Jfs Wealth Advisors, Llc 84 86.67 1
2025-07-25 13F Hemington Wealth Management 181 88.54 0
2025-08-12 13F Nuveen, LLC 467,564 11.82 8,210 14.57
2025-07-29 NP VFMO - Vanguard U.S. Momentum 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 21,086 376
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 6,809 2.56 112 2.75
2025-08-05 13F Bank Of Montreal /can/ 130,075 335.05 2,284 346.09
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 21,314 1,296.72 380 1,357.69
2025-07-28 NP AVSC - Avantis U.S. Small Cap 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 95,724 1.54 1,706 3.21
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 427,235 34.36 7,058 34.44
2025-08-06 13F Rialto Wealth Management, LLC 5 0
2025-08-15 13F Morgan Stanley 542,943 4.77 9,534 7.34
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 2,795 5.43 49 8.89
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 598,804 1.58 9,892 1.64
2025-08-14 13F BI Asset Management Fondsmaeglerselskab A/S 323,226 6
2025-08-14 13F Bnp Paribas Arbitrage, Sa 6,599 8.41 116 10.58
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 5,880 17.95 103 21.18
2025-08-28 NP HSAFX - Hussman Strategic Allocation Fund 3,000 53
2025-08-13 13F Marshall Wace, Llp 169,749 28.71 2,981 31.86
2025-08-14 13F Nebula Research & Development LLC 26,476 465
2025-08-08 13F Intech Investment Management Llc 48,734 13.84 856 16.64
2025-08-14 13F State Street Corp 1,431,695 0.47 25,141 2.94
2025-08-29 NP STXK - Strive Small-Cap ETF 1,687 3.43 30 7.41
2025-08-13 13F Russell Investments Group, Ltd. 227,937 19.07 4,003 21.98
2025-08-05 13F Hussman Strategic Advisors, Inc. 63,000 1,106
2025-08-12 13F Axq Capital, Lp 20,752 364
2025-08-13 13F Parkworth Wealth Management, Inc. 7 250.00 0
2025-08-26 NP NSCAX - Nuveen NWQ Small-Cap Value Fund - Class A This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 167,427 51.91 2,940 55.64
2025-08-12 13F Handelsbanken Fonder AB 30,900 2.66 1
2025-08-08 13F/A Sterling Capital Management LLC 140 125.81 2 100.00
2025-06-26 NP DFSCX - U.s. Micro Cap 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 69,485 65.89 1,148 65.99
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 5,434 10.51 95 13.10
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 9,262 4.44 163 7.28
2025-05-27 NP GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 1,477 3.87 25 13.64
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 14,004 75.84 231 76.34
2025-08-14 13F J. Goldman & Co LP 819,716 38.50 14,394 41.90
2025-08-12 13F/A Boston Partners 270,712 92.18 3,032 313.51
2025-08-06 13F Atlantic Union Bankshares Corp 400 7
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 34,060 0.14 607 1.68
2025-08-12 13F XTX Topco Ltd 24,596 131.62 432 136.81
2025-08-13 13F EverSource Wealth Advisors, LLC 2,103 744.58 37 800.00
2025-08-27 13F/A Squarepoint Ops LLC 136,594 315.05 2,399 325.18
2025-06-27 NP DASVX - Dunham Small Cap Value Fund Class A 37,602 16.45 621 16.51
2025-08-14 13F State Of Wisconsin Investment Board 28,345 28.71 498 31.83
2025-07-30 13F Bleakley Financial Group, LLC 16,509 290
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 2,666 19.23 48 20.51
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 609 59.84 10 66.67
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 1,237 20
2025-07-21 13F Hennessy Advisors Inc 601,500 10,562
2025-07-29 NP BPLSX - Boston Partners Long/Short Equity Fund INSTITUTIONAL Short -23,231 3.40 -414 5.09
2025-08-15 13F Ewing Morris & Co. Investment Partners Ltd. 382,167 74.61 6,711 24.31
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 10,500 56.72 187 59.83
2025-08-13 13F Mackenzie Financial Corp 82,140 9.24 1,442 11.96
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 227,653 40.00 3,761 40.09
2025-08-25 NP GONIX - Gotham Neutral Fund Institutional Class 3,300 58
2025-07-31 13F Nisa Investment Advisors, Llc 766 194.62 13 225.00
2025-06-25 NP FAD - First Trust Multi Cap Growth AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 14,645 1.33 242 1.26
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 4,186 75
2025-08-14 13F Lazard Asset Management Llc 216,423 0.32 4 0.00
2025-08-14 13F Lombard Odier Asset Management (USA) Corp 74,715 30.14 1,312 33.23
2025-08-08 13F Creative Planning 34,247 4.40 601 6.94
2025-08-14 13F Wells Fargo & Company/mn 48,966 38.01 860 41.28
2025-08-11 13F Vanguard Group Inc 5,633,383 0.52 98,922 2.99
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 17,317 1.55 286 1.78
2025-04-16 NP CLSE - Convergence Long/Short Equity ETF 0 -100.00 0 -100.00
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 29,536 14.26 488 14.32
2025-08-12 13F Dimensional Fund Advisors Lp 1,887,689 9.92 33,146 12.57
2025-08-14 13F Voya Investment Management Llc 16,787 1.21 295 3.52
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 22 0
2025-07-22 13F Bay Harbor Wealth Management, LLC 9 350.00 0
2025-08-27 NP VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,830,006 2.61 32,135 5.13
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 22,413 47.46 370 48.00
2025-08-28 NP HSGFX - Hussman Strategic Growth Fund 60,000 1,054
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 12,472 6.03 219 8.96
2025-08-12 13F Charles Schwab Investment Management Inc 491,749 1.23 8,635 3.71
2025-08-14 13F Raymond James Financial Inc 464 8
2025-08-20 NP RUSC - U.S. Small Cap Equity Active ETF 2,063 36
2025-08-26 NP DMCRX - Driehaus Micro Cap Growth Fund 87,597 1,538
2025-08-14 13F Janus Henderson Group Plc 2,937,578 2.61 51,584 0.88
2025-08-13 13F New York State Common Retirement Fund 16,511 9.99 0
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 21,948 11.55 363 11.73
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 7,795 91.24 129 91.04
2025-08-25 NP GENIX - Gotham Enhanced Return Fund Institutional Class 2,857 50
2025-05-30 NP QSML - WisdomTree U.S. SmallCap Quality Growth Fund 1,741 10.89 30 16.00
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 82,954 7.39 1,478 9.16
2025-06-30 NP YOVAX - YORKTOWN SMALL-CAP FUND Class A 14,850 245
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 84 1.20 1 0.00
2025-07-28 NP HDG - ProShares Hedge Replication ETF 79 11.27 1 0.00
2025-08-14 13F Royal Bank Of Canada 236,458 52,446.22 4,152 59,214.29
2025-05-27 NP FPX - First Trust US Equity Opportunities 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 57,924 993
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,225 37
2025-07-22 13F HFM Investment Advisors, LLC 9 350.00 0
2025-08-14 13F Tudor Investment Corp Et Al 95,000 72.67 1,668 77.07
2025-08-14 13F Gotham Asset Management, LLC 222,724 41.68 3,911 45.17
2025-08-12 13F Dynamic Technology Lab Private Ltd 68,554 1,204
2025-08-28 NP SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,554 19.17 27 22.73
2025-08-15 13F Tower Research Capital LLC (TRC) 8,490 709.34 149 776.47
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 73,187 2.51 1,285 5.07
2025-08-14 13F Quantinno Capital Management LP 162,147 49.84 2,847 53.56
2025-06-25 NP FIDU - Fidelity MSCI Industrials 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 15,618 2.54 258 2.79
2025-08-12 13F Rhumbline Advisers 98,575 13.99 1,731 16.73
2025-06-27 NP RSSL - Global X Russell 2000 ETF 36,380 6.55 601 6.57
2025-08-14 13F Toroso Investments, LLC 39,588 70.26 695 74.62
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
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 82,310 1.18 1 0.00
2025-08-08 13F IMA Wealth, Inc. 12 0
2025-08-14 13F Group One Trading, L.p. 3,386 299.76 59 321.43
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 120,001 1,077.40 1,982 1,079.76
2025-08-14 13F Group One Trading, L.p. Put 18,300 238.89 321 248.91
2025-07-17 13F DiNuzzo Private Wealth, Inc. 21 10.53 0
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 37,898 19.39 626 19.47
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 7,104 20.51 127 22.33
2025-09-04 13F/A Advisor Group Holdings, Inc. 2,087 82.11 37 89.47
2025-08-12 13F Franklin Resources Inc 41,237 724
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 11,144 4.76 196 7.14
2025-08-14 13F Ubs Asset Management Americas Inc 201,581 44.69 3,540 48.26
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 623 0
2025-06-26 NP ISCG - iShares Morningstar Small-Cap 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 7,880 8.81 130 9.24
2025-08-26 NP GVLU - Gotham 1000 Value ETF 39,336 69.18 691 73.37
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 9,550 6.30 168 9.15
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 40,561 712
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 55,409 95.88 915 95.93
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 14,027 11.97 246 14.95
2025-08-14 13F Price T Rowe Associates Inc /md/ 43,425 8.38 1
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 109,848 3.37 1,957 5.10
2025-08-26 NP GAFCX - Virtus AlphaSimplex Global Alternatives Fund Class C 6,928 122
2025-07-29 NP WPGTX - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL 21,749 0.38 388 2.11
Other Listings
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