GHC / Graham Holdings Company - Kepemilikan Institusional - Pembeli

Graham Holdings Company
US ˙ NYSE ˙ US3846371041

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Graham Holdings Company meliputi Hennessy Advisors Inc, HFCGX - Hennessy Cornerstone Growth Fund Investor Class, BRSVX - Small-Cap Value Fund Class N, Edgestream Partners, L.P., Symphony Financial, Ltd. Co., Ieq Capital, Llc, Caitlin John, LLC, SDVD - FT Vest SMID Rising Dividend Achievers Target Income ETF, PEZ - Invesco DWA Consumer Cyclicals Momentum ETF, Readystate Asset Management Lp, Axq Capital, Lp, Voleon Capital Management Lp, Sequoia Financial Advisors, LLC, Polymer Capital Management (US) LLC, Colony Group, LLC, Bayforest Capital Ltd, Atticus Wealth Management, Llc, Old Mission Capital Llc, Glenmede Investment Management, LP, dan Buckingham Strategic Partners .

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
(%)
2025-07-25 13F Cwm, Llc 213 407.14 0
2025-08-08 13F Atlantic Trust, LLC 2 100.00 2
2025-08-12 13F Virtu Financial LLC 1,119 1
2025-08-05 13F Bank of New York Mellon Corp 43,265 1.47 40,936 -0.08
2025-08-14 13F Susquehanna International Group, Llp 5,110 31.53 4,835 29.53
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 16,047 9.73 15,315 6.46
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 363 2.54 334 1.52
2025-08-26 NP Profunds - Profund Vp Mid-cap Value 24 9.09 23 4.76
2025-08-20 NP QMFNX - AQR MS Fusion Fund Class N 20 19
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 890 3.25 849 0.12
2025-08-20 NP AQRNX - AQR Multi-Asset Fund Class N 128 197.67 121 365.38
2025-08-07 13F Readystate Asset Management Lp 727 688
2025-06-27 NP XMVM - Invesco S&P MidCap Value with Momentum 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 4,443 0.73 4,088 -0.24
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 372 4.49 352 2.63
2025-08-13 13F Edgestream Partners, L.P. 2,883 2,728
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 7,005 26.67 6,445 25.47
2025-05-27 NP GMOV - GMO U.S. Value ETF 53 89.29 51 108.33
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 873 8.31 826 6.72
2025-08-14 NP FLCGX - QUANTEX FUND Retail Class 15 25.00 14 27.27
2025-08-27 NP LQPE - PEO AlphaQuest(TM) Thematic PE ETF 52 108.00 49 104.17
2025-08-14 13F Sei Investments Co 1,112 19.57 1,052 17.81
2025-07-02 13F Howard Financial Services, Ltd. 838 0.24 793 -1.37
2025-08-14 13F Verition Fund Management LLC 1,844 52.52 1,745 50.22
2025-06-24 NP JPSE - JPMorgan Diversified Return U.S. Small Cap Equity ETF 1,110 109.43 1,021 107.52
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 614 37.36 581 35.20
2025-07-11 13F Assenagon Asset Management S.A. 1,820 1,722
2025-08-14 13F Voleon Capital Management Lp 544 515
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 199 33.56 183 32.61
2025-08-04 13F Retirement Systems of Alabama 4,151 1.22 3,928 -0.33
2025-08-13 13F Invesco Ltd. 29,305 35.19 27,728 33.12
2025-08-13 13F First Trust Advisors Lp 43,703 91.92 41,350 88.99
2025-08-12 13F Pathstone Holdings, LLC 11,280 0.30 10,673 -1.23
2025-08-14 13F Toroso Investments, LLC 899 21.82 851 19.89
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 80 11.11 76 8.70
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 6,344 1.73 6,055 -1.30
2025-07-25 13F JustInvest LLC 588 7.89 556 6.31
2025-08-14 13F Aqr Capital Management Llc 93,253 58.79 88,233 57.98
2025-08-14 13F D. E. Shaw & Co., Inc. 3,069 106.39 2,904 103.29
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 7,950 3.25 7,314 2.28
2025-08-14 13F Qube Research & Technologies Ltd 7,254 83.55 6,864 80.75
2025-08-12 13F XTX Topco Ltd 484 458
2025-08-14 13F/A Barclays Plc 11,774 20.02 11 22.22
2025-08-01 13F Envestnet Asset Management Inc 2,487 6.65 2,353 5.00
2025-08-07 13F Verus Capital Partners, Llc 309 292
2025-08-01 13F Bessemer Group Inc 96 500.00 0
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 110,577 0.61 104,625 -0.93
2025-08-29 NP QSML - WisdomTree U.S. SmallCap Quality Growth Fund 37 35
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 1,988 0.20 1,881 -1.36
2025-08-26 NP GVLU - Gotham 1000 Value ETF 702 31.46 664 29.43
2025-08-04 13F Simon Quick Advisors, Llc 274 28.64 259 26.96
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 2,250 79.57 2,070 77.99
2025-08-22 NP FISVX - Fidelity Small Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,494 1.63 3,306 0.06
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 564 2.17 519 1.17
2025-07-15 13F Fortitude Family Office, LLC 2 2
2025-07-14 13F Caitlin John, LLC 1,172 1,109
2025-08-13 13F Mackenzie Financial Corp 1,025 1.69 970 0.10
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 140 14.75 134 10.83
2025-08-04 13F Strs Ohio 1,200 9.09 1,135 7.48
2025-08-26 NP GFSYX - Strategic Alternatives Fund Institutional 10 0.00
2025-08-28 NP HSAFX - Hussman Strategic Allocation Fund 150 142
2025-08-04 13F Assetmark, Inc 1,791 126.42 1,695 122.89
2025-08-14 13F Lazard Asset Management Llc 6,975 71.38 7 100.00
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 17 54.55 16 50.00
2025-08-26 NP GCTIX - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 2,379 49.91 2,251 47.64
2025-08-06 13F Savant Capital, LLC 445 28.99 421 27.19
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 19 5.56 17 6.25
2025-08-08 13F Geode Capital Management, Llc 83,330 1.64 78,854 0.08
2025-07-30 13F Denali Advisors Llc 1,803 1,706
2025-08-26 NP GAFCX - Virtus AlphaSimplex Global Alternatives Fund Class C 124 117
2025-08-11 13F Symphony Financial, Ltd. Co. 1,892 1,790
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 493 1.86 466 0.22
2025-06-26 NP HFCGX - Hennessy Cornerstone Growth Fund Investor Class 10,487 9,649
2025-07-25 13F CBOE Vest Financial, LLC 2,203 160.71 2,084 156.97
2025-08-20 NP QLEIX - AQR Long-Short Equity Fund Class I 11,809 135.99 11,173 132.38
2025-08-20 NP QMHIX - AQR Managed Futures Strategy HV Fund Class I 532 167.34 503 163.35
2025-08-12 13F Global Retirement Partners, LLC 2 2
2025-06-27 NP PEZ - Invesco DWA Consumer Cyclicals Momentum 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 859 790
2025-08-14 13F Ubs Asset Management Americas Inc 9,422 39.28 8,915 37.14
2025-07-18 13F Dogwood Wealth Management LLC 11 10
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 97,721 3.04 92,461 1.47
2025-08-14 13F Polymer Capital Management (US) LLC 356 337
2025-07-24 13F IFP Advisors, Inc 15 400.00 16 700.00
2025-08-12 13F Advisors Asset Management, Inc. 18 80.00 17 88.89
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 794 23.29 731 22.07
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 800 1.27 757 -0.40
2025-08-14 13F Millennium Management Llc 1,845 19.81 1,746 17.99
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 5 25.00 5 33.33
2025-08-12 13F MAI Capital Management 48 17.07 45 15.38
2025-08-12 13F Pacer Advisors, Inc. 21,920 20,740
2025-08-14 13F California State Teachers Retirement System 3,014 0.40 2,852 -1.14
2025-08-13 13F Leuthold Group, Llc 539 46.87 510 44.60
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 32,174 2.48 29,602 1.51
2025-07-25 NP NTIAX - Columbia Mid Cap Index Fund Class A 2,872 0.81 2,741 -2.18
2025-08-08 13F/A Sterling Capital Management LLC 717 4.67 678 3.04
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 1,622 1.38 1,535 -0.20
2025-08-14 13F Price T Rowe Associates Inc /md/ 2,670 7.70 3 0.00
2025-07-28 NP VCSLX - Small Cap Index Fund 1,380 13.21 1,317 9.84
2025-07-18 13F First Pacific Financial 5 150.00 5 300.00
2025-08-28 NP Humankind Benefit Corp - Humankind US Stock ETF 18 17
2025-07-16 13F Signaturefd, Llc 214 17.58 202 16.09
2025-06-30 NP SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF 41 38
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 15,181 2.09 13,967 1.13
2025-08-08 13F Cetera Investment Advisers 266 0.76 252 -0.79
2025-08-13 13F Mount Yale Investment Advisors, LLC 174 165
2025-08-13 13F Victory Capital Management Inc 5,226 10.60 4,945 8.90
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 1,483 0.75 1,403 -0.78
2025-08-11 13F Covestor Ltd 119 2.59 0
2025-08-13 13F Cresset Asset Management, LLC 2,580 312.14 2,442 306.32
2025-08-20 NP QCFIX - AQR CVX Fusion Fund Class I 4 4
2025-08-12 13F Summit Global Investments 1,178 0.26 1 0.00
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 104 11.83 98 10.11
2025-08-26 NP JPSV - JPMorgan Active Small Cap Value ETF 236 18.00 223 16.15
2025-08-12 13F Axq Capital, Lp 570 539
2025-08-13 13F Brown Advisory Inc 1,392 1.16 1,317 -0.38
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 58 5.45 55 3.85
2025-08-13 13F Norges Bank 2,819 2,667
2025-06-25 NP SDVD - FT Vest SMID Rising Dividend Achievers Target Income ETF 924 850
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 5,567 2.35 5,267 0.78
2025-07-28 13F New York State Teachers Retirement System 4,728 6.78 4 0.00
2025-08-29 NP MFUS - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 53 6.00 50 4.17
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 1 1
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 18,395 0.71 17,556 -2.29
2025-08-05 13F Hussman Strategic Advisors, Inc. 3,150 2,980
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 446 5.69 410 4.86
2025-08-14 13F Mml Investors Services, Llc 353 10.66 0
2025-07-24 13F CWM Advisors, LLC 411 12.60 389 10.86
2025-06-24 NP Putnam Funds Trust - Putnam Multi-cap Core Fund Class A 11,259 11.61 10,359 10.56
2025-08-14 13F Engineers Gate Manager LP 587 555
2025-08-14 13F Old Mission Capital Llc 239 226
2025-05-15 13F Texas Permanent School Fund 2,730 2,512
2025-08-14 13F State Street Corp 135,173 4.66 127,897 3.06
2025-07-29 NP EBI - Longview Advantage ETF 100 3,233.33 95 4,650.00
2025-08-14 13F Ameriprise Financial Inc 9,683 13.78 9,162 12.05
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 4,808 8.85 4,589 5.59
2025-08-26 NP XJH - iShares ESG Screened 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 374 5.95 354 4.13
2025-06-27 NP RSSL - Global X Russell 2000 ETF 1,939 6.66 1,784 5.63
2025-07-23 13F Eagle Strategies LLC 1,790 0.22 1,693 -1.34
2025-08-25 13F/A Neuberger Berman Group LLC 614 128.25 581 124.81
2025-08-25 NP GONIX - Gotham Neutral Fund Institutional Class 82 49.09 78 48.08
2025-08-13 13F Federated Hermes, Inc. 455 42.63 431 40.52
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 660 2,438.46 624 2,500.00
2025-08-14 13F Royal Bank Of Canada 1,091 18.72 1,032 16.87
2025-08-14 13F Colony Group, LLC 325 308
2025-08-13 13F New York State Common Retirement Fund 1,559 47.21 1 0.00
2025-08-28 NP MMTM - SPDR S&P 1500 Momentum 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 16 128.57 15 150.00
2025-08-14 13F Oxford Asset Management Llp 282 267
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 728 3.85 689 2.23
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 2,486 2.09 2,373 -0.96
2025-07-25 NP AFSM - First Trust Active Factor Small Cap 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 19 137.50 18 350.00
2025-08-13 13F FORA Capital, LLC 368 348
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 668 5.03 615 4.07
2025-07-29 NP VRTTX - Vanguard Russell 3000 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 244 9.91 233 6.42
2025-07-25 NP AFMC - First Trust Active Factor Mid Cap 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 201 51.13 192 46.92
2025-08-13 13F Cerity Partners LLC 1,449 47.86 1,371 45.70
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 9,528 7.44 8,766 6.44
2025-08-08 13F Ontario Teachers Pension Plan Board 2,456 60.42 2,324 57.92
2025-08-14 13F Moneta Group Investment Advisors Llc 244 1.24 231 -0.43
2025-08-20 NP QRPNX - AQR Alternative Risk Premia Fund Class N 1,046 6.63 990 4.99
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 612 17.24 563 16.32
2025-08-27 NP TSFAX - Touchstone Small Cap Fund Class A 7,692 0.56 7,278 -0.98
2025-08-20 NP AQMIX - AQR Managed Futures Strategy Fund Class I 1,200 120.99 1,135 117.85
2025-08-14 13F Gotham Asset Management, LLC 2,059 56.58 1,948 54.24
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 519 0.19 491 -1.21
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 134 6.35 128 3.25
2025-08-20 NP QMNIX - AQR Equity Market Neutral Fund Class I 5,688 221.54 5,382 216.72
2025-07-10 13F Atticus Wealth Management, Llc 246 233
2025-07-29 NP GCAVX - GMO U.S. Small Cap Value Fund Class VI 185 23.33 177 19.73
2025-08-28 NP SMLV - SPDR SSGA US Small 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 583 65.16 552 62.54
2025-08-20 NP QSPIX - AQR Style Premia Alternative Fund Class I 6,932 12.97 6,559 11.25
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 1,550 2.51 1,467 0.96
2025-08-13 13F MetLife Investment Management, LLC 3,685 0.55 3,487 -0.99
2025-08-20 NP QHFRX - AQR MS Fusion HV Fund Class R6 22 21
2025-04-29 NP SEIAX - SIIT Multi-Asset Real Return Fund - Class A 0 -100.00 0 -100.00
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 27 0
2025-08-26 NP EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 322 1.90 305 0.33
2025-07-25 13F Stephens Consulting, LLC 2 2
2025-08-11 13F Vanguard Group Inc 333,855 0.61 315,884 -0.93
2025-08-12 13F Prudential Financial Inc 6,455 8.52 5,988 8.71
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 1,156 3.86 1,094 2.25
2025-07-11 13F/A Umb Bank N A/mo 27 68.75 26 66.67
2025-07-23 13F Louisiana State Employees Retirement System 1,000 11.11 946 9.49
2025-08-14 13F Mariner, LLC 884 10.36 836 8.57
2025-08-07 13F Meeder Asset Management Inc 15 25.00 14 27.27
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 848 2.42 802 0.88
2025-08-14 13F Quantinno Capital Management LP 5,665 7.25 5,360 5.62
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 1,020 2.00 965 0.52
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 610 7.39 577 5.87
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 209 199
2025-08-14 13F Wells Fargo & Company/mn 2,561 50.12 2,423 47.86
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 171 6.21 157 5.37
2025-08-14 13F Beacon Investment Advisors Llc 2,917 0.07 2,797 -0.14
2025-08-25 NP GARIX - Gotham Absolute Return Fund Institutional Class 689 341.67 652 336.91
2025-07-25 13F Sequoia Financial Advisors, LLC 375 355
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 126 281.82 116 283.33
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 52,268 1.78 49,454 0.22
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 1,008 2.44 927 1.53
2025-08-18 13F Geneos Wealth Management Inc. 3 3
2025-08-06 13F First Horizon Advisors, Inc. 3 3
2025-08-14 13F Horizon Investments, LLC 2,182 2,060
2025-08-12 13F O'shaughnessy Asset Management, Llc 4,094 42.15 3,874 39.97
2025-08-12 13F Rhumbline Advisers 11,543 3.04 10,922 1.47
2025-09-04 13F/A Advisor Group Holdings, Inc. 882 6.14 835 4.38
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 1,541 0.72 1,418 -0.28
2025-08-12 13F Northwestern Mutual Investment Management Company, Llc 759 1.34 718 -0.14
2025-07-21 13F Hennessy Advisors Inc 10,787 10,206
2025-08-12 13F Franklin Resources Inc 13,522 0.70 12,794 -0.84
2025-08-26 NP JMEE - JPMorgan Market Expansion Enhanced Equity ETF 754 5.75 713 4.09
2025-08-26 NP SCDS - JPMorgan Fundamental Data Science Small Core ETF 40 38
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 15,356 3.01 14,529 1.43
2025-08-14 13F Glenmede Investment Management, LP 226 214
2025-08-13 13F EverSource Wealth Advisors, LLC 172 89.01 163 86.21
2025-07-21 13F Qrg Capital Management, Inc. 827 7.82 783 6.11
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 1,984 9.73 1,825 8.70
2025-08-14 13F Mercer Global Advisors Inc /adv 598 20.56 566 18.91
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 146 0.69 138 -0.72
2025-07-31 13F Buckingham Strategic Partners 225 213
2025-08-12 13F Proequities, Inc. 0 0
2025-08-13 13F Quadrature Capital Ltd 747 706
2025-08-13 13F Jones Financial Companies Lllp 12 500.00 12 1,000.00
2025-08-08 13F Hartland & Co., LLC 3 3
2025-08-26 NP BRSVX - Small-Cap Value Fund Class N 3,800 3,595
2025-08-28 NP HSGFX - Hussman Strategic Growth Fund 3,000 20.00 2,839 94.78
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 569 6.16 524 5.23
2025-07-07 13F Versant Capital Management, Inc 21 23.53 20 18.75
2025-07-31 13F Linden Thomas Advisory Services, LLC 2,428 675.72 2,297 665.67
2025-08-12 13F Bronte Capital Management Pty Ltd. 18,544 14.17 19,757 8.22
2025-07-14 13F GAMMA Investing LLC 31 55.00 29 52.63
2025-08-14 13F/A Skopos Labs, Inc. 16 14.29 15 15.38
2025-05-30 NP SIFAX - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 0 -100.00 0 -100.00
2025-08-15 13F CI Private Wealth, LLC 1,909 109.32 1,806 106.16
2025-08-28 NP USVM - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 4,198 23.76 3,972 21.88
2025-08-15 13F Tower Research Capital LLC (TRC) 369 158.04 349 154.74
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 383 30.27 364 29.08
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 319 7.77 293 6.93
2025-08-14 13F Canada Pension Plan Investment Board 2,300 2,200.00 2,176 2,166.67
2025-07-28 13F Bayforest Capital Ltd 322 305
2025-08-26 13F/A Thrivent Financial For Lutherans 800 1.27 1
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 2,831 1.32 2,679 -0.22
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 5,021 6.08 4,792 2.92
2025-08-26 NP JDSCX - JPMorgan Small Cap Blend Fund Class I 7,455 5.52 7,054 3.90
2025-08-13 13F Arizona State Retirement System 941 2.39 890 0.79
2025-08-14 13F Ieq Capital, Llc 1,547 1,463
2025-08-11 13F Integrated Quantitative Investments LLC 801 0.12 758 -1.43
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 86 26.47 81 24.62
2025-06-23 NP MDPIX - Mid-cap Profund Investor Class 12 9.09 11 10.00
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 248 14.29 228 13.43
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 962 268.58 910 264.00
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 1,552 3.54 1,468 1.94
2025-08-07 13F Allworth Financial LP 41 17.14 39 18.75
2025-07-28 13F Allianz Asset Management GmbH 469 34.00 444 31.85
2025-08-26 NP GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 724 5,933.33 685 6,127.27
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 177 5.99 167 4.38
2025-08-14 13F Bridgeway Capital Management Inc 4,255 4,026
2025-08-08 13F Tortoise Investment Management, LLC 5 5
2025-07-24 NP HSMNX - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 2,104 141.84 2,008 134.85
2025-08-14 13F Headlands Technologies LLC 68 64
2025-08-08 13F Creative Planning 3,848 7.46 3,641 5.81
2025-08-12 13F Legal & General Group Plc 5,712 2.07 5,405 0.52
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 2,009 1.88 1,917 -1.13
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 3,746 0.92 3,544 -0.62
2025-05-05 13F Lindbrook Capital, Llc 285 5,600.00 274 6,725.00
2025-08-26 NP LST - Leuthold Select Industries ETF 104 98
2025-07-09 13F Harbor Capital Advisors, Inc. 19 5.56 0
2025-08-13 13F Guggenheim Capital Llc 253 2.43 239 0.84
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 8 14.29 8 16.67
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1,219 11.63 1,122 10.55
2025-08-11 13F Bell Investment Advisors, Inc 8 14.29 8 16.67
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 302 13.11 286 11.33
2025-08-14 13F Man Group plc 1,115 1,055
2025-08-04 13F Hantz Financial Services, Inc. 4 0
2025-08-20 NP QLFIX - AQR LSE Fusion Fund Class I 13 12
2025-08-12 13F Steward Partners Investment Advisory, Llc 158 9.72 149 7.97
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 8 8
2025-08-13 13F Skandinaviska Enskilda Banken AB (publ) 113 169.05 107 165.00
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 221 3.76 209 2.45
2025-08-26 NP SDVY - First Trust SMID Cap Rising Dividend Achievers 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 35,682 107.19 33,761 104.03
2025-08-14 13F Goldman Sachs Group Inc 36,684 35.03 34,709 32.97
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