HNI / HNI Corporation - Kepemilikan Institusional - Pembeli

HNI Corporation
US ˙ NYSE ˙ US4042511000

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di HNI Corporation meliputi 4D Advisors, LLC, CPAEX - Counterpoint Tactical Equity Fund Class A Shares, Counterpoint Mutual Funds LLC, Fox Run Management, L.l.c., Horizon Investments, LLC, HAPS - Harbor Corporate Culture Small Cap ETF, MQS Management LLC, DRW Securities, LLC, Neuberger Berman Group LLC, WSML - iShares MSCI World Small-Cap ETF, PAEAX - Putnam Dynamic Asset Allocation Growth Fund Class A shares, PABAX - Putnam Dynamic Asset Allocation Balanced Fund Class A shares, Clear Street Markets Llc, BNP Paribas Asset Management Holding S.A., QSML - WisdomTree U.S. SmallCap Quality Growth Fund, Mpwm Advisory Solutions, Llc, PACAX - Putnam Dynamic Asset Allocation Conservative Fund Class A shares, SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1, Dogwood Wealth Management LLC, dan Country Trust Bank .

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
(%)
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 22,847 1.93 1,124 12.98
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
2025-08-28 NP SPDG - SPDR Portfolio S&P Sector Neutral Dividend ETF 22 4.76 1
2025-08-29 NP MFUS - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 716 8.65 35 20.69
2025-08-12 13F Clear Street Markets Llc 774 38
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 6,781 1.15 333 12.12
2025-08-06 13F Fox Run Management, L.l.c. 14,965 736
2025-07-25 NP PMIYX - Putnam Income Strategies Portfolio - 75 3
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 5,514 18.28 257 17.97
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 8,793 4.58 432 16.13
2025-08-13 13F Mackenzie Financial Corp 33,295 15.28 1,637 27.89
2025-08-12 13F CIBC Private Wealth Group, LLC 954 314.78 47 411.11
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 354 59.46 15 27.27
2025-08-14 13F Lazard Asset Management Llc 76,715 69.59 4 50.00
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 14,423 3.18 610 -12.36
2025-08-01 13F Teacher Retirement System Of Texas 100,417 878.91 4,939 987.67
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 18,093 28.29 890 42.24
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 8,252 2.04 406 13.13
2025-06-27 NP RSSL - Global X Russell 2000 ETF 28,856 6.96 1,221 -9.23
2025-08-11 13F Bell Investment Advisors, Inc 89 15.58 4 33.33
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 10,727 13.60 454 -3.62
2025-08-14 13F State Of Wisconsin Investment Board 14,140 182.46 695 213.06
2025-07-14 13F GAMMA Investing LLC 774 44.13 38 65.22
2025-07-22 13F Bay Harbor Wealth Management, LLC 2 100.00 0
2025-07-28 NP HDG - ProShares Hedge Replication ETF 62 10.71 3 0.00
2025-08-14 13F Xponance, Inc. 14,705 188.50 723 219.91
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 1,280 25.61 63 37.78
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 13,512 25.61 665 39.20
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 2,098 12.80 98 12.79
2025-08-22 NP COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 45,933 3.14 2,259 14.33
2025-07-25 13F Hemington Wealth Management 16 14.29 0
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 6,856 8.24 290 -7.94
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 5,269 4.92 223 -11.20
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 4,387 10.20 216 22.16
2025-08-14 13F Royal Bank Of Canada 358,418 4,047.40 17,628 4,502.61
2025-08-14 NP FLSPX - SPECTRUM FUND Retail Class 5,066 53.19 249 70.55
2025-07-25 13F Cwm, Llc 9,487 2.00 0
2025-07-17 13F Beacon Capital Management, LLC 7,903 0.70 389 11.49
2025-04-28 NP BFOR - Barron's 400 ETF 6,933 1.21 323 -16.75
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 1,458,018 0.96 71,705 11.96
2025-08-14 13F Atom Investors LP 43,743 260.20 2,151 299.81
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 11,952 4.48 588 15.78
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 7,117 34.03 331 34.01
2025-08-26 NP Franklin Templeton Variable Insurance Products Trust - Franklin Small Cap Value Vip Fund Class 1 147,122 22.48 7,235 35.82
2025-08-12 13F Legal & General Group Plc 132,591 2.81 6,521 14.01
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 67,809 7.72 3,155 7.61
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 20,372 1,002
2025-08-01 13F Envestnet Asset Management Inc 18,709 2.45 920 13.72
2025-07-22 13F HFM Investment Advisors, LLC 2 0
2025-08-08 13F Creative Planning 7,839 2.39 386 13.57
2025-06-26 NP FDVLX - Fidelity Value 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 782,361 4.91 33,094 -10.98
2025-08-13 13F Quantbot Technologies LP 2,571 126
2025-08-13 13F Pictet Asset Management Holding SA 7,120 2.33 350 13.64
2025-08-01 13F Bessemer Group Inc 125 73.61 0
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 479,194 2.36 20,270 -13.15
2025-07-15 13F SJS Investment Consulting Inc. 4 300.00 0
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 6,622 0
2025-08-08 13F Vestcor Inc 5,644 61.58 0
2025-08-14 13F 4D Advisors, LLC 115,000 5,656
2025-08-14 13F Brevan Howard Capital Management LP 37,284 87.24 1,834 107.59
2025-08-11 13F WPG Advisers, LLC 45 60.71 2 100.00
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 5,543 26.29 273 40.21
2025-05-22 NP ROSC - Hartford Multifactor Small Cap ETF 6,011 3.37 267 -8.90
2025-08-15 13F Tower Research Capital LLC (TRC) 4,807 329.20 236 381.63
2025-08-06 13F S&t Bank/pa 12 1
2025-08-14 13F GWM Advisors LLC 240 0.84 12 10.00
2025-08-13 13F Norges Bank 30,241 1,487
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 34,699 128.87 1,468 94.30
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 13,896 9.41 588 -7.27
2025-08-14 13F Adage Capital Partners Gp, L.l.c. 1,122,000 348.80 55,180 397.69
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 11,423 2.59 483 -12.97
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 4,352 24.59 214 38.96
2025-06-18 NP GMRAX - Nationwide Small Cap Index Fund Class A 4,143 3.65 175 -12.06
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 5,397 2.59 228 -12.98
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 843 7.25 41 20.59
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 10,554 5.74 491 5.59
2025-08-14 13F UBS Group AG 157,720 365.44 7,757 416.38
2025-08-18 13F Geneos Wealth Management Inc. 348 282.42 17 325.00
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 1,965 155.19 83 97.62
2025-08-25 13F/A Neuberger Berman Group LLC 4,421 217
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 1,807 4,417.50 76 7,500.00
2025-08-21 NP LUSIX - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 2,908 10.65 143 23.28
2025-08-14 13F Aqr Capital Management Llc 15,471 14.37 761 26.88
2025-08-14 13F Penn Capital Management Co Inc 180,145 8,885
2025-08-26 NP PABAX - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 1,455 72
2025-07-28 NP XSLV - Invesco S&P SmallCap Low Volatility 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 47,591 5.45 2,214 5.33
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 3,262 3.69 160 15.11
2025-06-26 NP FDSCX - Fidelity Stock Selector Small Cap 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 394,560 15.89 16,690 -1.66
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 81,661 0.91 4,016 11.93
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 5,869 2.43 248 -12.98
2025-08-07 13F Allworth Financial LP 2,174 0.42 107 16.48
2025-07-18 13F Dogwood Wealth Management LLC 118 6
2025-07-17 13F DiNuzzo Private Wealth, Inc. 1 0
2025-08-13 13F Centiva Capital, LP 12,243 96.86 602 118.91
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 136,099 11.03 5,757 -5.79
2025-08-13 13F Aristides Capital LLC 5,181 255
2025-08-18 13F/A Nomura Holdings Inc 6,906 340
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 21,847 3.01 924 -12.58
2025-08-26 NP PAEAX - Putnam Dynamic Asset Allocation Growth Fund Class A shares 2,068 102
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 16,785 11.51 710 -5.33
2025-07-22 13F Valeo Financial Advisors, LLC 10,537 1.98 518 13.10
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 1,150 17.71 57 30.23
2025-08-28 NP IWO - iShares Russell 2000 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 234,503 15.75 11,533 28.36
2025-07-24 13F IFP Advisors, Inc 13 3
2025-08-14 13F DRW Securities, LLC 4,602 226
2025-08-14 13F Alliancebernstein L.p. 56,165 1.01 2,762 12.00
2025-08-28 NP TPSC - Timothy Plan US Small Cap Core ETF 11,985 28.88 589 42.96
2025-08-13 13F Invesco Ltd. 296,386 3.89 14,576 15.21
2025-08-11 13F Covestor Ltd 196 7.69 0
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 647 0
2025-08-05 13F Simplex Trading, Llc 180 172.73 0
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 22,728 4.98 1,118 16.35
2025-06-25 NP FYT - First Trust Small 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 10,670 451
2025-08-13 13F EverSource Wealth Advisors, LLC 467 893.62 23 1,000.00
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 9,095 17.42 385 -0.52
2025-06-26 NP FAVFX - Fidelity Advisor Value 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 32,358 7.12 1,369 -9.10
2025-03-27 NP CALF - Pacer US Small Cap Cash Cows 100 ETF 1,293,947 1,048.18 64,503 1,430.68
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 201,049 35.43 8,504 14.92
2025-07-28 13F Harbour Investments, Inc. 2,427 0.71 119 12.26
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 3,003 140
2025-08-11 13F Royce & Associates Lp 26,401 40.35 1,298 55.64
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 152 28.81 6 20.00
2025-07-28 NP VCSLX - Small Cap Index Fund 20,884 15.15 972 14.91
2025-08-28 NP CPAEX - Counterpoint Tactical Equity Fund Class A Shares 15,278 751
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 258,594 78.52 10,939 51.47
2025-07-15 13F Fifth Third Bancorp 31,251 0.22 1,537 11.14
2025-05-15 13F Texas Permanent School Fund 23,649 1,000
2025-08-05 13F Huntington National Bank 361 45.56 18 70.00
2025-08-08 13F/A Sterling Capital Management LLC 596 32.15 29 45.00
2025-08-14 13F Horizon Investments, LLC 13,346 656
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 1,883 6,176.67 88 8,600.00
2025-07-25 13F waypoint wealth counsel 5,777 0.87 284 11.81
2025-08-13 13F Systematic Financial Management Lp 473,577 0.10 23,291 11.01
2025-08-13 13F Northwestern Mutual Wealth Management Co 423 8.46 21 17.65
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 90,602 7.21 4,216 7.06
2025-08-12 13F Country Trust Bank 100 5
2025-08-11 13F Avantax Planning Partners, Inc. 4,337 213
2025-08-28 NP STFGX - State Farm Growth Fund 881,792 74.47 43,367 93.48
2025-07-28 NP SMDV - ProShares Russell 2000 Dividend Growers ETF 154,700 12.99 7,198 12.84
2025-08-12 13F MAI Capital Management 45 2
2025-08-29 NP QSML - WisdomTree U.S. SmallCap Quality Growth Fund 531 26
2025-08-12 13F Dimensional Fund Advisors Lp 1,791,886 4.26 88,128 15.62
2025-09-04 13F/A Advisor Group Holdings, Inc. 1,262 16.21 62 29.17
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 2,204 16.37 108 30.12
2025-08-12 13F Hillsdale Investment Management Inc. 115,200 5,666
2025-08-14 13F Oxford Financial Group Ltd 34,470 0.69 1,695 11.66
2025-08-27 NP SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 153 8
2025-08-12 13F Clifford Capital Partners Llc 290,132 3.07 14,269 14.29
2025-06-26 NP Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 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 10,793 18.05 457 0.22
2025-08-14 13F/A Skopos Labs, Inc. 268 436.00 13 550.00
2025-07-28 NP XSHD - Invesco S&P SmallCap High Dividend Low Volatility 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 14,420 16.82 671 16.52
2025-08-15 13F State of Tennessee, Treasury Department 31,132 14.18 1,531 26.63
2025-08-05 13F Bank Of Montreal /can/ 41,030 274.43 2,018 315.88
2025-08-14 13F Quantinno Capital Management LP 7,818 55.99 385 72.97
2025-08-14 13F California State Teachers Retirement System 43,515 0.89 2,140 11.92
2025-08-13 13F Victory Capital Management Inc 244,854 6.25 12,042 17.82
2025-08-26 NP FTKI - First Trust Small Cap BuyWrite Income ETF 71 3
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 2,837 116.23 120 84.62
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 261,176 0.75 12,153 0.62
2025-08-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 23,862 21.07 1,174 34.21
2025-08-29 NP STXK - Strive Small-Cap ETF 1,435 3.54 71 14.75
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 2,532 6.66 125 18.10
2025-07-31 13F Quest Partners LLC 43,304 2,130
2025-08-14 13F Ubs Asset Management Americas Inc 188,847 32.72 9,287 47.18
2025-04-01 NP XSMO - Invesco S&P SmallCap 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 310,409 40.57 15,474 42.20
2025-08-14 13F/A Barclays Plc 103,484 42.63 5 66.67
2025-07-15 13F Fortitude Family Office, LLC 4 0
2025-07-14 13F Counterpoint Mutual Funds LLC 15,278 751
2025-08-14 13F Mpwm Advisory Solutions, Llc 424 21
2025-08-13 13F New York State Common Retirement Fund 126,398 676.59 6
2025-08-13 13F Panagora Asset Management Inc 62,290 0.45 3,063 11.38
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 2,379 6.16 101 -9.91
2025-07-16 13F State of Alaska, Department of Revenue 27,729 4.69 1 0.00
2025-08-12 13F American Century Companies Inc 122,404 6.40 6,020 17.97
2025-07-23 13F Equitable Trust Co 6,140 3.18 302 14.45
2025-08-28 NP CBHAX - Victory Market Neutral Income Fund Class A 133,185 13.68 6,550 26.08
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 29,677 12.52 1,255 -4.49
2025-08-12 13F Franklin Resources Inc 879,671 22.93 43,262 36.32
2025-07-23 13F Klp Kapitalforvaltning As 10,200 15.91 502 28.46
2025-08-07 13F Meeder Asset Management Inc 5,785 43.69 285 59.55
2025-08-26 NP PACAX - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 221 11
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 238,293 9.49 11,088 9.35
2025-08-14 13F Wells Fargo & Company/mn 30,618 7.66 1,506 19.35
2025-06-26 NP FSOPX - Fidelity Series Small Cap Opportunities 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 260,366 21.57 11,013 3.16
2025-08-08 13F Pnc Financial Services Group, Inc. 8,248 1.98 406 13.13
2025-08-11 13F Integrated Quantitative Investments LLC 7,856 386
2025-08-12 13F Prudential Financial Inc 64,058 2.82 3,150 14.01
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 117,809 2.44 4,983 -13.07
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 8 0
2025-08-14 13F Gotham Asset Management, LLC 6,884 49.82 339 66.50
2025-08-12 13F O'shaughnessy Asset Management, Llc 54,808 32.94 2,695 47.43
2025-08-13 13F Jones Financial Companies Lllp 134 12.61 7 20.00
2025-08-14 13F Raymond James Financial Inc 2,353 116
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 9,806 27.45 415 8.09
2025-08-15 NP Royce Value Trust Inc 26,326 40.51 1,295 55.90
2025-08-27 13F/A Squarepoint Ops LLC 36,247 327.90 1,783 375.20
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 30 1
2025-07-31 13F MQS Management LLC 9,162 451
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 47,281 23.57 2,325 37.09
2025-06-27 NP HAPS - Harbor Corporate Culture Small Cap ETF 12,189 516
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 36,035 3.74 1,772 15.06
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 144,610 3.16 7,112 14.38
2025-08-26 NP FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF 3,473 2.51 171 13.33
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 11,020 95.98 542 117.27
2025-08-14 13F Voloridge Investment Management, Llc 99,900 77.20 4,913 96.52
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 1,939 14.94 82 -2.38
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 100,071 35.27 4,233 14.81
2025-08-06 13F Rialto Wealth Management, LLC 3 0
2025-08-14 13F Price T Rowe Associates Inc /md/ 41,699 7.00 2 100.00
2025-08-12 13F Rhumbline Advisers 134,220 0.38 6,601 11.32
2025-08-28 NP Humankind Benefit Corp - Humankind US Stock ETF 148 78.31 7 133.33
2025-07-29 NP ISMD - Inspire Small/Mid Cap Impact ETF 8,042 7.26 374 7.16
2025-07-29 NP EBI - Longview Advantage ETF 4,705 31,266.67 219
2025-07-29 13F Virginia Retirement Systems Et Al 20,500 192.86 1,008 225.16
2025-08-28 NP IPDP - Dividend Performers ETF 9,412 16.53 463 29.05
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 187 0.54 8 -22.22
2025-08-12 13F Public Sector Pension Investment Board 158,745 4.74 7,807 16.16
2025-07-28 13F Ritholtz Wealth Management 31,620 52.30 1,555 69.02
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 1,869 11.92 87 11.69
2025-08-14 13F Sei Investments Co 49,531 244.78 2,436 282.86
2025-07-24 13F Jfs Wealth Advisors, Llc 3 50.00 0
2025-08-13 13F Transce3nd, LLC 627 31
2025-08-14 13F Dark Forest Capital Management Lp 23,458 1,154
2025-04-24 NP OASC - OneAscent Small Cap Core ETF 2,240 12.00 104 -7.96
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 16,534 0.19 813 11.22
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 789 4.92 39 15.15
2025-08-12 13F Aigen Investment Management, Lp 4,506 222
2025-08-25 NP GONIX - Gotham Neutral Fund Institutional Class 857 10.44 42 23.53
2025-08-11 13F Rothschild Investment Llc 110 29.41 5 66.67
Other Listings
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