FCN / FTI Consulting, Inc. - Kepemilikan Institusional - Pembeli

FTI Consulting, Inc.
US ˙ NYSE ˙ US3029411093

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di FTI Consulting, Inc. meliputi GMBVX - GMO Small Cap Quality Fund Class R6, Diamond Hill Capital Management Inc, DHMAX - Diamond Hill Small-Mid Cap Fund Class A, FCTDX - Strategic Advisers Fidelity U.S. Total Stock Fund, FSSLX - Fidelity Series Small Cap Core Fund, Brevan Howard Capital Management LP, LGLV - SPDR SSGA US Large Cap Low Volatility Index ETF, NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6, Exencial Wealth Advisors, Llc, Bridgefront Capital, LLC, Pensionmark Financial Group, Llc, DHPAX - Diamond Hill Mid Cap Fund Class A, Vise Technologies, Inc., WSML - iShares MSCI World Small-Cap ETF, Evergreen Capital Management Llc, Klingman & Associates, LLC, YOKE - Yoke Core ETF, Atlantic Union Bankshares Corp, Gitterman Wealth Management, LLC, dan EBI - Longview Advantage ETF .

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
(%)
2025-08-11 13F HighTower Advisors, LLC 3,075 29.64 497 27.51
2025-08-11 13F Rothschild Investment Llc 5 1
2025-08-13 13F Edgestream Partners, L.P. 77,380 168.76 12,497 164.52
2025-07-08 13F Parallel Advisors, LLC 1,309 34.53 211 32.70
2025-08-05 13F Bank Of Montreal /can/ 8,821 65.00 1,425 62.37
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial 1,725 1.47 279 0.00
2025-08-04 13F Strs Ohio 799 129
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 16,160 2.03 2,687 -13.13
2025-08-07 13F Resources Investment Advisors, LLC. 7,435 0.30 1,201 -1.32
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 104 246.67 17 300.00
2025-07-30 NP FCTDX - Strategic Advisers Fidelity U.S. Total Stock Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 23,760 3,900
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 5,958 6.15 991 -9.67
2025-08-12 13F MAI Capital Management 53 35.90 9 33.33
2025-06-18 NP REUYX - Sustainable Equity Fund Class Y 902 27.22 150 7.97
2025-08-27 NP ACSMX - Advisors Capital Small/Mid Cap Fund 10,800 14.89 1,744 13.10
2025-08-13 13F Norges Bank 402,720 65,039
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 6,021 9.45 1,001 -6.80
2025-08-28 NP LGLV - SPDR SSGA US Large Cap Low Volatility Index 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 14,379 2,322
2025-08-15 13F Morgan Stanley 1,370,233 0.13 221,293 -1.45
2025-08-25 13F/A Neuberger Berman Group LLC 3,807 49.41 615 46.89
2025-06-26 NP FCPGX - Fidelity Small Cap Growth 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 48,000 7,981
2025-08-20 NP QLFIX - AQR LSE Fusion Fund Class I Short -133 -21
2025-08-05 13F Torray Llc 5,944 0.19 960 -1.44
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 5,772 15.93 960 -1.34
2025-07-29 NP GMBVX - GMO Small Cap Quality Fund Class R6 117,813 19,340
2025-07-16 13F Signaturefd, Llc 344 67.80 56 66.67
2025-07-31 13F Nisa Investment Advisors, Llc 779 2.10 126 0.00
2025-08-12 13F Dimensional Fund Advisors Lp 771,917 3.03 124,663 1.41
2025-08-14 13F Winton Capital Group Ltd 39,808 512.53 6,429 503.00
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 27,804 0.47 4,490 -1.10
2025-07-15 13F Fifth Third Bancorp 340 1.19 55 -1.82
2025-08-08 13F Advisors Capital Management, LLC 19,509 7.92 3,151 6.20
2025-08-26 NP AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small Cap Growth Portfolio Class A 3,203 2.99 517 1.37
2025-07-30 13F Paralel Advisors LLC 16,282 2,630
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 26,784 2,616.43 4,326 2,586.34
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 12,783 0.31 2,064 -1.24
2025-07-11 13F Farther Finance Advisors, LLC 3,680 10.41 594 8.59
2025-06-25 NP FXR - First Trust Industrials/Producer Durables 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 78,523 4.62 13,057 -10.95
2025-08-14 13F Qube Research & Technologies Ltd 152,628 31.52 24,649 29.45
2025-07-17 13F DiNuzzo Private Wealth, Inc. 6 50.00 1
2025-06-24 NP SFSNX - Schwab Fundamental US Small Company Index Fund Institutional Shares 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 20,622 9.74 3,429 -6.57
2025-06-18 NP RSEAX - U.S. Strategic Equity Fund Class A 27,552 209.47 4,581 163.43
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 1,137 4.22 189 -11.27
2025-05-15 13F CAPROCK Group, Inc. 2,384 37.25 391 18.13
2025-07-22 13F Running Oak Capital LLC 96,942 8.38 15,656 6.68
2025-04-29 NP HSMNX - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 6,820 45.04 1,129 18.59
2025-08-11 13F Cornerstone Planning Group LLC 2 0
2025-08-05 13F Fullcircle Wealth Llc 1,538 10.65 256 13.33
2025-07-29 NP PTL - Inspire 500 ETF 818 17.70 134 16.52
2025-08-07 13F Hughes Financial Services, LLC 3 1
2025-05-28 NP VMNFX - Vanguard Market Neutral Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 0 -100.00 0 -100.00
2025-04-28 NP BFOR - Barron's 400 ETF 1,594 1.21 264 -17.30
2025-07-25 13F LRI Investments, LLC 68 11
2025-08-13 13F CLARET ASSET MANAGEMENT Corp 1,448 0
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 26,054 2.15 4,277 1.28
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 21,543 0.49 3,479 -1.08
2025-06-26 NP JHSC - John Hancock Multifactor Small Cap ETF 7,435 459.86 1,236 377.22
2025-06-27 NP YOKE - Yoke Core ETF 654 109
2025-06-30 NP SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF 96 16
2025-04-28 NP GMAYX - GMO Small Cap Quality Fund Class I 59,838 78.14 9,909 45.68
2025-08-13 13F State Board Of Administration Of Florida Retirement System 31,664 0.48 5,114 -1.10
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 1,792 15.24 294 14.40
2025-07-15 13F Fortitude Family Office, LLC 59 391.67 10 800.00
2025-07-28 13F Twin Tree Management, LP Call 27,300 4,409
2025-07-31 13F/A Avion Wealth 6 0
2025-08-08 13F Tortoise Investment Management, LLC 2 0
2025-08-13 13F Quadrant Capital Group Llc 3,605 87.96 582 85.35
2025-08-28 NP Humankind Benefit Corp - Humankind US Stock ETF 238 42.51 38 40.74
2025-08-13 13F Russell Investments Group, Ltd. 147,883 75.98 23,883 73.22
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 8,618 2.57 1,433 -12.68
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 13,946 76.67 2,252 73.90
2025-08-12 13F Deutsche Bank Ag\ 5,931 0.95 958 -0.62
2025-07-16 13F/A CX Institutional 37,136 122.91 6 150.00
2025-06-27 NP RUNN - RUNNING OAK EFFICIENT GROWTH ETF 37,092 37.82 6,089 36.65
2025-08-07 13F Campbell & CO Investment Adviser LLC 5,219 60.88 843 58.27
2025-08-14 13F Occudo Quantitative Strategies Lp 13,009 12.58 2,101 12.18
2025-08-14 13F Toronto Dominion Bank 6,158 9.73 996 8.14
2025-06-24 NP QLV - FlexShares US Quality Low Volatility Index Fund This fund is a listed as child fund of Northern Trust 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 5,440 8.97 905 -7.28
2025-08-11 13F Empowered Funds, LLC 1,362 220
2025-08-06 13F Agf Management Ltd 17,976 7.74 2,903 6.07
2025-07-25 NP NTIAX - Columbia Mid Cap Index Fund Class A 30,101 0.80 4,941 -0.08
2025-06-25 NP REVS - Columbia Research Enhanced Value ETF 295 12.60 49 -3.92
2025-05-23 NP GVLU - Gotham 1000 Value ETF 5,148 9.32 845 -6.22
2025-07-25 NP QARP - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 90 7.14 15 7.69
2025-08-14 13F Quantinno Capital Management LP 32,382 60.32 5,230 57.79
2025-06-26 NP JHMM - John Hancock Multifactor Mid Cap ETF 21,343 3.55 3,549 -11.87
2025-08-13 13F Jones Financial Companies Lllp 316 60.41 51 61.29
2025-08-14 13F Millennium Management Llc 169,781 76.29 27,420 73.53
2025-08-12 13F Ci Investments Inc. 152 7.80 0
2025-08-20 NP QNZNX - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N Short -116 17.17 -19 12.50
2025-08-13 13F Aristides Capital LLC 1,499 242
2025-07-16 NP CGMM - Capital Group U.S. Small and Mid Cap ETF Share Class 15,726 166.95 2,582 164.72
2025-08-06 13F True Wealth Design, LLC 2 0
2025-08-20 NP QMFNX - AQR MS Fusion Fund Class N Short -206 -33
2025-06-25 NP HSMV - First Trust Horizon Managed Volatility Small/Mid 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 729 28.80 121 10.00
2025-06-23 NP PPSFX - LargeCap Value Fund III R-3 844 6.97 140 -9.09
2025-06-25 NP FNK - First Trust Mid 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 3,532 48.53 587 56.53
2025-08-06 13F Baillie Gifford & Co 6,735 0.09 1,088 -1.54
2025-08-15 13F Captrust Financial Advisors 1,783 0.85 288 -1.03
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 2,171 34.68 361 14.65
2025-08-27 13F/A Squarepoint Ops LLC 31,602 1,039.63 5,104 1,024.01
2025-08-13 13F Arrowstreet Capital, Limited Partnership 10,378 192.34 1,676 187.97
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 4,241 1.17 696 0.29
2025-07-29 NP GAAVX - GMO Alternative Allocation Fund Class VI 12,029 52.61 1,975 51.26
2025-08-07 13F Illinois Municipal Retirement Fund 8,634 24.21 1,394 22.28
2025-08-22 NP XFBRX - Mid Cap Portfolio Investor Class 272,200 53.61 43,960 9.02
2025-08-04 13F Pensionmark Financial Group, Llc 3,705 598
2025-07-28 NP AVLC - Avantis U.S. Large Cap Equity ETF 405 8.87 66 8.20
2025-08-28 NP ONEV - SPDR Russell 1000 Low Volatility 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 6,963 50.62 1,125 48.28
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 155 6.16 26 -10.71
2025-06-26 NP PQCCX - PGIM QMA Mid-Cap Core Equity Fund Class R6 155 6.90 26 -10.71
2025-04-25 NP VFQY - Vanguard U.S. Quality Factor ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,824 62.55 964 32.97
2025-08-12 13F Prudential Financial Inc 3,699 21.80 690 18.56
2025-08-14 13F Bank Of America Corp /de/ 195,129 102.96 31,513 99.78
2025-05-27 NP GFSYX - Strategic Alternatives Fund Institutional 188 -9.66
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 25,487 0.63 4,116 -0.94
2025-08-14 13F Ubs Asset Management Americas Inc 170,231 29.24 27,492 27.21
2025-08-12 13F Nuveen, LLC 101,234 55.85 16,349 150.87
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 1,530 2.00 254 -13.31
2025-08-20 NP QLEIX - AQR Long-Short Equity Fund Class I Short -33,059 56.71 -5,339 54.26
2025-07-29 NP RBB FUND, INC. - Adara Smaller Companies Fund 2,900 2.87 476 -16.49
2025-04-29 NP SVYAX - SIIT U.S. Managed Volatility Fund - Class A 9,759 743.47 1,616 590.60
2025-06-25 NP RECS - Columbia Research Enhanced Core ETF 4,019 46.52 668 24.86
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 117,462 5.90 19,532 -9.86
2025-08-29 NP EZM - WisdomTree U.S. MidCap Fund N/A 5,706 2.33 922 0.77
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 4,814 10.67 800 -5.77
2025-08-14 13F Susquehanna International Group, Llp Put 8,400 18.31 1,357 16.49
2025-08-21 NP LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 462 14.07 75 12.12
2025-08-19 13F State of Wyoming 1,986 36.68 321 34.45
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 93,642 2.58 15,372 1.69
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 6,016 1.86 972 0.21
2025-07-21 13F Tilia Fiduciary Partners, Inc. 12,382 4.92 2,000 3.25
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y 10,987 607.93 1,774 598.43
2025-08-22 NP CVLC - Calvert US Large-Cap Core Responsible Index ETF 357 1.42 58 0.00
2025-08-12 13F Axq Capital, Lp 3,688 100.33 596 97.02
2025-08-13 13F Walleye Trading LLC 5,279 853
2025-08-29 NP QMID - WisdomTree U.S. MidCap Quality Growth Fund 46 7
2025-08-05 13F NewSquare Capital LLC 5 1
2025-08-13 13F Cerity Partners LLC 4,828 16.09 780 14.22
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth 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 21,337 51.98 3,548 29.36
2025-07-24 13F Callan Family Office, LLC 42,562 1,194.46 6,874 1,175.14
2025-08-19 NP RIFBX - U.S. Small Cap Equity Fund 1,692 6.82 273 5.41
2025-08-08 13F Larson Financial Group LLC 95 43.94 15 50.00
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 7,768 0.03 1,255 -1.57
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 15,128 12.23 2,515 -4.48
2025-07-25 13F Cwm, Llc 332 72.02 0
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-15 13F Tower Research Capital LLC (TRC) 2,572 144.49 415 141.28
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F Holocene Advisors, LP 49,813 79.82 8,045 76.99
2025-07-28 NP MSLC - Morgan Stanley Pathway Large Cap Equity ETF 1,256 9.50 206 8.99
2025-08-12 13F SRS Capital Advisors, Inc. 58 31.82 9 28.57
2025-08-14 13F Schonfeld Strategic Advisors LLC 2,771 18.62 448 16.71
2025-08-14 13F Diversify Wealth Management, Llc 7,250 17.01 1,199 17.78
2025-07-22 NP GUSA - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1,186 0.17 195 -1.02
2025-07-29 NP SIXL - 6 Meridian Low Beta Equity Strategy ETF 4,738 33.96 778 32.82
2025-08-18 13F/A National Bank Of Canada /fi/ 62 10
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 2,715 4.42 446 3.49
2025-08-29 NP MFUS - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 343 8.54 55 7.84
2025-08-14 13F Jacobs Levy Equity Management, Inc 348,592 12.39 56,298 10.62
2025-07-29 13F Regions Financial Corp 49,823 2.43 8,046 0.83
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 13,911 148.41 2,284 142.87
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 1,751 4.66 291 -10.74
2025-07-25 13F Fifth Third Wealth Advisors LLC 2,843 0.11 459 -1.29
2025-06-26 NP FSMD - Fidelity Small-Mid Factor ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 14,527 119.34 2,416 86.77
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 9,344 19.24 1,554 1.50
2025-07-11 13F/A Umb Bank N A/mo 494 179.10 80 172.41
2025-06-17 NP GSEQX - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 1,667 61.84 277 37.81
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 1,862 7.01 301 5.26
2025-05-19 NP BIASX - Brown Advisory Small-Cap Growth Fund Investor Shares 86,876 11.89 14,255 -3.94
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 254 8.09 41 7.89
2025-03-27 NP COWZ - Pacer US Cash Cows 100 ETF 512,706 8,869.66 100,157 12,530.14
2025-08-14 13F Voloridge Investment Management, Llc 143,285 288.19 23,141 282.10
2025-08-14 13F Benjamin Edwards Inc 1,577 2.14 255 0.40
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 750 13.98 123 13.89
2025-07-30 13F D.a. Davidson & Co. 3,774 0.53 610 -0.98
2025-07-14 13F Farmers & Merchants Investments Inc 29 16.00 5 0.00
2025-06-18 NP REBYX - U.S. Small Cap Equity Fund Class Y 6,110 -468.74 1,016 -494.94
2025-07-09 13F Massmutual Trust Co Fsb/adv 88 100.00 14 100.00
2025-08-06 13F Ing Groep Nv 42,400 143.68 6,848 139.91
2025-08-14 13F Scientech Research LLC 4,728 90.34 764 87.47
2025-06-26 NP FSSLX - Fidelity Series Small Cap Core Fund 21,588 3,590
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 625 19.73 104 25.61
2025-07-28 13F IFC Advisors LLC 1,404 0.36 227 -1.31
2025-08-14 13F Greenvale Capital LLP 400,000 11.04 64,600 9.30
2025-05-22 NP GONIX - Gotham Neutral Fund Institutional Class 317 33.76 52 15.56
2025-08-14 13F Evergreen Capital Management Llc 1,412 228
2025-08-14 13F Summit Trail Advisors, Llc 3,330 538
2025-06-26 NP CABDX - AB RELATIVE VALUE FUND, INC. Class A 60,966 1.21 10,137 -13.85
2025-08-29 NP DHMAX - Diamond Hill Small-Mid Cap Fund Class A 26,688 4,310
2025-08-15 13F CI Private Wealth, LLC 4,174 7.44 674 5.81
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 193,128 0.31 31,704 -0.57
2025-08-15 13F SkyView Investment Advisors, LLC 9,673 3.11 2 0.00
2025-08-26 NP EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 3,131 0.29 506 -1.37
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 52,519 5.87 8,622 4.94
2025-08-14 13F Bridgefront Capital, LLC 6,481 1,047
2025-07-29 NP GLRY - Inspire Faithward Mid Cap Momentum ESG ETF 13,365 28.20 2,194 27.06
2025-08-14 13F Fmr Llc 826,592 571.37 133,495 560.83
2025-06-18 NP NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 9,975 1,659
2025-08-13 13F EverSource Wealth Advisors, LLC 294 258.54 47 261.54
2025-07-25 13F Sequoia Financial Advisors, LLC 4,181 76.12 675 73.52
2025-08-13 13F Isthmus Partners, Llc 2,422 0.83 391 -0.76
2025-08-26 NP JMEE - JPMorgan Market Expansion Enhanced Equity ETF 14,781 3.44 2,387 1.83
2025-07-22 NP JUST - Goldman Sachs JUST U.S. Large Cap Equity ETF 421 1.45 69 1.47
2025-05-15 13F Texas Permanent School Fund 20,291 3,374
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 22,585 5.72 3,755 -10.02
2025-08-21 NP MXMTX - Great-West Small Cap Growth Fund Investor Class 7,659 11.97 1,237 10.16
2025-08-08 13F Hartland & Co., LLC 30 275.00 5 300.00
2025-08-14 13F Royal Bank Of Canada 187,311 348.17 30,250 340.96
2025-08-27 NP MFADX - Cromwell Marketfield L/S Fund Investor Class Short -1,346 -217
2025-05-15 13F National Wealth Management Group, LLC 2,109 97.66 346 70.44
2025-08-04 13F Atria Investments Llc 11,108 5.76 1,794 4.06
2025-08-01 13F Peregrine Capital Management Llc 46,811 1.67 7,560 0.07
2025-05-27 NP MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class 13,131 10.17 2,155 -5.44
2025-07-24 13F Ronald Blue Trust, Inc. 438 7.62 71 6.06
2025-07-23 13F High Note Wealth, LLC 11 2
2025-06-26 NP SMLF - iShares Edge MSCI Multifactor USA Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,382 9.63 562 -6.64
2025-08-13 13F Mayfair Advisory Group, LLC 1,319 0.76 221 2.80
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 14 2
2025-08-20 NP QHFRX - AQR MS Fusion HV Fund Class R6 Short -229 -37
2025-07-28 NP VCGAX - Growth & Income Fund 1,409 170.96 231 108.11
2025-08-14 13F Gotham Asset Management, LLC 26,662 5.25 4,306 3.59
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 9,888 6.94 1,597 5.21
2025-08-14 13F Group One Trading, L.p. Call 3,600 3,500.00 581 3,531.25
2025-08-11 13F Inspire Advisors, LLC 3,792 2.90 612 1.32
2025-07-25 13F Stephens Consulting, LLC 1 0
2025-03-24 NP JSMD - Janus Henderson Small/Mid Cap Growth Alpha ETF 12,600 2.16 2,461 2.33
2025-08-14 13F Erste Asset Management GmbH 1,411 227
2025-08-14 13F Vident Advisory, LLC 2,742 21.70 443 19.78
2025-08-14 13F Freestone Grove Partners LP 17,692 1,203.76 2,857 1,186.94
2025-08-12 13F LPL Financial LLC 4,178 20.75 675 18.87
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 11,938 2.59 1,985 -12.67
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 18,939 9.08 3,109 8.14
2025-08-07 13F Parkside Financial Bank & Trust 1,575 195.50 254 191.95
2025-07-24 NP ESML - iShares ESG MSCI USA Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 19,958 0.66 3,276 -0.21
2025-07-14 13F GAMMA Investing LLC 394 64.17 64 61.54
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 5,868 9.31 963 8.45
2025-07-10 13F Exchange Traded Concepts, Llc 4,784 1.96 773 0.39
2025-08-20 NP QCFIX - AQR CVX Fusion Fund Class I Short -67 -11
2025-06-26 NP FNKFX - Fidelity Mid-Cap Stock 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 15,924 9.49 2,648 -6.83
2025-06-26 NP SMMV - iShares Edge MSCI Min Vol USA Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11,464 2.86 1,906 -12.45
2025-08-04 13F Hantz Financial Services, Inc. 37 428.57 0
2025-08-12 13F Coldstream Capital Management Inc 1,647 4.44 266 2.71
2025-06-23 NP PMPRX - MidCap Value Fund I R-3 107,730 11.93 17,913 -4.73
2025-08-18 13F Wolverine Trading, Llc Call 21,600 63.64 3,471 62.27
2025-08-12 13F Pacer Advisors, Inc. 1,500 242
2025-08-13 13F Systematic Financial Management Lp 28,065 8.46 4,532 6.76
2025-08-13 13F Millington Financial Advisors, LLC 11,385 23.63 1,908 25.87
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 600 3.81 97 2.13
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 2,093 344
2025-08-14 13F Graham Capital Management, L.P. 3,078 134.07 497 131.16
2025-07-21 13F Cromwell Holdings LLC 5 1
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 829 252.77 138 204.44
2025-06-26 NP SRHQ - SRH U.S. Quality ETF 16,282 67.82 2,707 45.62
2025-08-08 13F Creative Planning 9,788 59.54 1,581 57.06
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 59,543 8.00 9,901 -8.08
2025-08-14 13F Principia Wealth Advisory, LLC 2 0
2025-08-11 13F Principal Securities, Inc. 37 42.31 6 25.00
2025-08-26 NP Profunds - Profund Vp Mid-cap Value 241 6.64 39 2.70
2025-08-14 13F Ieq Capital, Llc 2,263 365
2025-08-14 13F D. E. Shaw & Co., Inc. 455,332 74.51 73,536 71.77
2025-07-30 13F Klingman & Associates, LLC 1,324 214
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 65,834 1.22 10,807 0.34
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 1,568 10.04 261 -6.47
2025-08-14 13F Lazard Asset Management Llc 14,555 4.70 2 0.00
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 5,447 37.07 880 34.82
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 3 0
2025-08-07 13F Accent Capital Management, LLC 28 8
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 7,675 0.47 1,260 -0.47
2025-07-31 13F Linden Thomas Advisory Services, LLC 1,481 239
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 5,868 17.13 976 -0.31
2025-06-26 NP FMCSX - Fidelity Mid-Cap Stock 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 103,951 8.84 17,285 -7.35
2025-06-23 NP MDPIX - Mid-cap Profund Investor Class 129 22.86 21 5.00
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 10,566 2.39 1,757 -12.85
2025-08-08 13F Intech Investment Management Llc 2,487 0.81 402 -0.74
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 2,749 6.18 444 4.48
2025-08-14 13F Optiver Holding B.V. 15 66.67 2 100.00
2025-08-22 NP FIIAX - Fidelity Advisor Mid Cap II 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 56,300 58.59 9,092 12.55
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 5,448 7.01 894 6.05
2025-08-12 13F Legal & General Group Plc 77,812 2.47 12,567 0.85
2025-08-06 13F Rialto Wealth Management, LLC 2 0
2025-08-13 13F Renaissance Technologies Llc 246,200 51.41 39,761 49.03
2025-08-12 13F Aigen Investment Management, Lp 8,120 74.21 1,311 71.60
2025-08-14 13F/A Skopos Labs, Inc. 60 300.00 10 350.00
2025-08-12 13F XTX Topco Ltd 21,812 12.74 3,523 10.96
2025-03-26 NP FTLS - First Trust Long/Short Equity ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9,385 1,833
2025-08-14 13F Citadel Advisors Llc 782,395 555.36 126,357 545.07
2025-08-29 NP STXM - Strive Mid-Cap ETF 166 5.06 27 4.00
2025-05-05 13F Lindbrook Capital, Llc 195 875.00 32 933.33
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 785 6.37 127 4.13
2025-06-26 NP DFUV - Dimensional US Marketwide Value ETF 26,150 0.36 4,348 -14.58
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 50,689 8.04 8,321 7.11
2025-06-30 NP DADGX - Dunham Small Cap Growth Fund Class A 2,647 1.81 440 -13.21
2025-08-27 13F/A Brinker Capital Investments, LLC 8,339 0.30 1,347 -1.32
2025-08-29 NP DHPAX - Diamond Hill Mid Cap Fund Class A 2,387 386
2025-08-12 13F Gitterman Wealth Management, LLC 391 63
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 240 1.27 39 0.00
2025-08-12 13F Viawealth, Llc 2,384 62.29 385 59.75
2025-07-10 13F TT International Asset Management LTD 21,431 3,461
2025-08-12 13F Diamond Hill Capital Management Inc 76,739 12,393
2025-08-20 NP RUSC - U.S. Small Cap Equity Active ETF 178 29
2025-08-04 13F Retirement Systems of Alabama 60,160 39.93 9,716 37.72
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 8,652 2.46 1,397 0.87
2025-05-22 NP FSGS - Small Cap US Equity Select 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 1,586 43.53 260 23.22
2025-08-11 13F Nomura Asset Management Co Ltd 270 68.75 44 65.38
2025-06-24 NP SNXFX - Schwab 1000 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 11,804 4.91 1,963 -10.74
2025-07-07 13F Versant Capital Management, Inc 157 3.29 25 4.17
2025-08-06 13F Atlantic Union Bankshares Corp 450 73
2025-08-13 13F First Trust Advisors Lp 93,813 16.04 15,151 14.21
2025-08-14 13F Aquatic Capital Management LLC 13,164 13.71 2,126 11.90
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 10,010 5.52 1,664 -10.20
2025-07-22 13F Marks Group Wealth Management, Inc 50,207 1.90 8,108 0.30
2025-08-07 13F Vise Technologies, Inc. 2,175 351
2025-08-14 13F Ameriprise Financial Inc 318,061 9.07 51,367 7.36
2025-07-30 13F Exencial Wealth Advisors, Llc 7,193 1,162
2025-08-14 13F Jane Street Group, Llc Call 28,200 69.88 4,554 67.24
2025-08-13 13F Jump Financial, LLC 2,309 373
2025-08-13 13F Invesco Ltd. 303,750 435.87 49,056 427.47
2025-08-14 13F Jane Street Group, Llc 74,408 58.07 12,017 55.59
2025-08-12 13F Pathstone Holdings, LLC 6,749 7.59 1,090 5.83
2025-06-26 NP FDLO - Fidelity Low Volatility Factor 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 26,761 12.24 4,450 -4.47
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 18,441 3.55 2,969 3.13
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 1,542 13.38 253 12.44
2025-08-26 NP EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 9,673 215.08 1,562 210.54
2025-07-22 13F HFM Investment Advisors, LLC 3 200.00 0
2025-07-29 NP EBI - Longview Advantage ETF 186 31
2025-08-14 13F Synovus Financial Corp 12,853 2.98 2,076 1.37
2025-08-13 13F Quadrature Capital Ltd 6,072 980
2025-08-20 NP QMNIX - AQR Equity Market Neutral Fund Class I Short -19,181 618.39 -3,098 607.08
2025-08-08 13F/A Sterling Capital Management LLC 2,226 12.99 359 11.15
2025-07-25 13F JustInvest LLC 4,890 21.91 790 19.91
2025-07-25 13F Hemington Wealth Management 33 43.48 0
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 15,358 8.29 2,554 -7.83
2025-06-25 NP FNX - First Trust Mid 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 9,825 141.88 1,634 106.19
2025-05-30 NP TMSL - T. Rowe Price Small-Mid Cap ETF 8,650 81.61 1,419 55.93
2025-08-14 13F Canada Pension Plan Investment Board 23,400 1,700.00 3,779 1,674.18
2025-08-20 NP QMHIX - AQR Managed Futures Strategy HV Fund Class I Short -2,949 51.39 -476 49.22
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 20,261 1.50 3,326 0.64
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 890 147
2025-08-14 13F Brevan Howard Capital Management LP 20,448 3,302
2025-08-13 13F Grantham, Mayo, Van Otterloo & Co. LLC 286,176 30.88 46,217 28.83
2025-08-13 13F Arizona State Retirement System 10,484 1.68 1,693 0.12
2025-08-05 13F Montanaro Asset Management Ltd 50,000 11.11 8,075 9.37
2025-08-22 NP CVMC - Calvert US Mid-Cap Core Responsible Index ETF 313 8.68 51 6.38
2025-07-22 13F Bay Harbor Wealth Management, LLC 1 0
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