INTA / Intapp, Inc. - Kepemilikan Institusional - Pembeli

Intapp, Inc.
US ˙ NasdaqGS ˙ US45827U1097

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Intapp, Inc. meliputi Westfield Capital Management Co Lp, Macquarie Group Ltd, WSGRX - Ivy Small Cap Growth Fund Class R, PSC - Principal U.S. Small-Cap Multi-Factor Index ETF, Capital Fund Management S.a., VT - Vanguard Total World Stock Index Fund ETF Shares, MGOAX - Victory Munder Mid-Cap Core Growth Fund Class A, McElhenny Sheffield Capital Management, LLC, FNX - First Trust Mid Cap Core AlphaDEX Fund, FNY - First Trust Mid Cap Growth AlphaDEX Fund, Level Four Advisory Services, Llc, Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II, Knights of Columbus Asset Advisors LLC, Securian Funds Trust - SFT Ivy Small Cap Growth Fund, Ardsley Advisory Partners Lp, ESGV - Vanguard ESG U.S. Stock ETF ETF Shares, Benjamin Edwards Inc, VEXPX - VANGUARD EXPLORER FUND Investor Shares, Park Avenue Securities Llc, dan Oak Associates Ltd /oh/ .

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
(%)
2025-06-30 NP VEXPX - VANGUARD EXPLORER 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 10,968 595
2025-08-14 13F Canada Pension Plan Investment Board 3,700 428.57 191 375.00
2025-08-11 13F Vanguard Group Inc 6,779,201 1.91 349,942 -9.89
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 42,500 8.70 2,194 -3.90
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 11,543 11.21 596 -1.65
2025-08-13 13F Jump Financial, LLC 157,707 1,117.34 8,141 976.72
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 34,401 1,867
2025-08-28 NP SEIS - SEI Select Small Cap ETF 13,545 69.31 699 49.68
2025-07-14 13F Opal Wealth Advisors, LLC 423 4.44 22 -8.70
2025-08-05 13F Simplex Trading, Llc 3,334 4.65 0
2025-08-29 NP TSCIX - AMG TimesSquare Small Cap Growth Fund Class Z 26,492 26.20 1,368 11.59
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 130 5.69 7 -14.29
2025-08-12 13F Zacks Investment Management 175,603 0.01 9,065 -11.57
2025-07-22 13F Knights of Columbus Asset Advisors LLC 23,610 1,219
2025-08-19 NP Securian Funds Trust - SFT Ivy Small Cap Growth Fund 21,261 1,097
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 98,080 2.47 5,406 -14.37
2025-08-11 13F Principal Securities, Inc. 6,274 9,552.31 324 7,975.00
2025-08-12 13F Elo Mutual Pension Insurance Co 15,056 33.89 777 18.45
2025-07-31 13F Caitong International Asset Management Co., Ltd 643 356.03 33 312.50
2025-08-26 NP Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF 306 16
2025-08-27 13F/A Squarepoint Ops LLC 116,269 81.10 6,002 60.11
2025-08-13 13F Jones Financial Companies Lllp 191 48.06 10 28.57
2025-08-14 13F Price T Rowe Associates Inc /md/ 46,406 13.55 2 0.00
2025-06-26 NP DFSTX - U.s. Small Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 262,743 1.96 14,256 -22.40
2025-08-26 NP GSCYX - SMALL CAP EQUITY FUND Institutional 43,792 32.74 2,261 17.34
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 173,019 2.66 9,388 -21.86
2025-08-13 13F PharVision Advisers, LLC 5,025 259
2025-08-14 13F Wells Fargo & Company/mn 88,249 22.18 4,555 8.04
2025-08-14 13F California State Teachers Retirement System 53,819 0.40 2,778 -11.22
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 132 7
2025-07-16 13F Rezny Wealth Management, Inc. 28,732 18.75 1,483 5.03
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 37,516 12.59 1,937 -0.46
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 267,567 9.59 14,748 -8.42
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 1,954 22.89 101 8.70
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 12,192 3.95 629 -8.04
2025-03-28 NP HAPS - Harbor Corporate Culture Small Cap ETF 12,600 126.17 898 221.86
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 283 5.20 15 -6.67
2025-08-14 13F Brevan Howard Capital Management LP 8,123 419
2025-08-27 NP Brighthouse Funds Trust II - Loomis Sayles Small Cap Growth Portfolio Class A 106,017 1.29 5,473 -10.44
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 6,758 349
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 3,289 109.22 178 58.93
2025-07-28 13F BRYN MAWR TRUST Co 1,348 19.93 70 6.15
2025-07-28 13F Td Asset Management Inc 40,204 26.21 2,075 11.62
2025-08-08 13F Intech Investment Management Llc 36,399 13.69 1,879 0.48
2025-08-14 13F Balyasny Asset Management Llc 7,972 412
2025-07-14 13F Matrix Trust Co 209 0
2025-08-26 NP Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Growth Class II 25,679 1,326
2025-07-09 13F Harbor Capital Advisors, Inc. 48,234 2
2025-08-12 13F Rhumbline Advisers 85,641 9.24 4,421 -3.41
2025-08-14 13F UBS Group AG 123,897 24.78 6,396 10.33
2025-08-22 NP Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 37,920 445.61 1,957 383.21
2025-08-12 13F Clear Street Markets Llc 617 288.05 32 244.44
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 2 0
2025-08-26 NP TRSYX - T. Rowe Price Small-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,198 16.26 268 2.68
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 15,427 35.90 837 3.46
2025-08-27 NP ARTSX - Artisan Small Cap Fund Investor Shares 513,041 20.08 26,483 6.18
2025-08-07 13F Acadian Asset Management Llc 26,313 198.54 1
2025-08-27 NP WSGRX - Ivy Small Cap Growth Fund Class R 125,030 6,454
2025-08-12 13F Clearbridge Investments, LLC 800,612 1.56 41,328 -10.20
2025-08-14 13F Ardsley Advisory Partners Lp Put 20,000 1,032
2025-08-12 13F Artisan Partners Limited Partnership 1,331,580 25.46 68,736 10.93
2025-06-26 NP FJACX - Fidelity Series Small Cap Discovery 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 36,700 8.26 1,991 -17.59
2025-08-12 13F Ameritas Investment Partners, Inc. 5,664 4.99 292 -7.01
2025-06-25 NP PQJCX - PGIM Jennison Small-Cap Core Equity Fund Class R6 3,960 21.29 215 -7.76
2025-08-08 13F Pnc Financial Services Group, Inc. 10,574 83.26 546 62.20
2025-08-27 NP VBINX - Vanguard Balanced 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 33,092 0.02 1,708 -11.55
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 6,062 2.59 329 -22.09
2025-08-13 13F Walleye Capital LLC 27,140 324.99 1,401 276.34
2025-08-14 13F Schonfeld Strategic Advisors LLC 34,880 287.08 1,801 242.21
2025-08-13 13F Walleye Capital LLC Put 3,100 160
2025-08-01 13F Teacher Retirement System Of Texas 37,184 4.51 1,919 -7.61
2025-06-25 NP FNY - First Trust Mid Cap Growth AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 26,608 1,444
2025-08-14 13F Fuller & Thaler Asset Management, Inc. 1,023,208 5.58 52,818 -6.65
2025-08-14 13F Tudor Investment Corp Et Al 12,941 69.43 668 50.11
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 19,090 28.97 985 14.00
2025-08-26 NP IVSOX - Voya SmallCap Opportunities Portfolio Class I 24,856 32.50 1,283 17.17
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 30,200 0.16 1,665 -16.30
2025-07-28 NP HDG - ProShares Hedge Replication ETF 70 11.11 4 -25.00
2025-07-28 13F Allianz Asset Management GmbH 164,081 0.19 8,470 -11.41
2025-08-06 13F Fox Run Management, L.l.c. 34,988 120.97 1,806 95.45
2025-08-08 13F M&G Plc 160,589 0.01 8,351 -10.34
2025-08-14 13F/A Skopos Labs, Inc. 39 25.81 2 100.00
2025-07-22 NP GSC - Goldman Sachs Small Cap Core Equity ETF 26,467 58.72 1,459 32.67
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 31,613 720.48 1,715 939.39
2025-08-14 13F Macquarie Group Ltd 193,811 10,005
2025-08-01 13F Jennison Associates Llc 1,631,528 5.26 84,219 -6.93
2025-08-08 13F Hartland & Co., LLC 463 24
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 14,812 8.57 765 -4.02
2025-07-08 13F Nbc Securities, Inc. 1,236 0
2025-07-14 13F Park Avenue Securities Llc 9,668 0
2025-08-26 NP OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. 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 530,846 26.37 27,402 11.74
2025-08-28 NP SSSEX - State Street Small-Cap Equity 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 322 17
2025-08-28 NP SPGM - SPDR(R) Portfolio MSCI Global 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 1,878 2.96 97 -9.43
2025-08-12 13F Trexquant Investment LP 157,001 13.58 8,104 0.42
2025-08-27 NP JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A) 124,407 1,150.82 6,422 1,782.99
2025-08-13 13F Capital Fund Management S.a. 35,608 1,838
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 538,669 2.36 29,228 -22.09
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 7,385 11.59 401 -15.07
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 6 0
2025-08-04 13F Spire Wealth Management 18 1
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 27,614 1,498
2025-08-14 13F Praesidium Investment Management Company, LLC 1,381,392 1.80 71,307 -9.98
2025-05-05 13F Lindbrook Capital, Llc 137 3.79 8 -12.50
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 16,060 57.28 871 19.81
2025-08-12 13F Entropy Technologies, LP 5,878 303
2025-08-14 13F Capstone Investment Advisors, Llc 6,231 322
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 1,809,536 0.79 93,408 -10.88
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 10,594 3.25 547 -8.85
2025-08-14 13F Optiver Holding B.V. 203 70.59 10 66.67
2025-07-29 NP VFMO - Vanguard U.S. Momentum Factor ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 26,214 76.00 1,445 47.05
2025-06-18 NP NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 1,061 26.46 58 -3.39
2025-07-22 13F McElhenny Sheffield Capital Management, LLC 28,187 28
2025-08-14 13F Twinbeech Capital Lp 152,164 7,855
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 1,323 10.34 68 -1.45
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 3,185 176
2025-04-24 13F Fulcrum Asset Management LLP Put 0 742
2025-08-27 NP BDFFX - BARON DISCOVERY FUND 550,000 39.24 28,391 23.12
2025-08-14 13F Voya Investment Management Llc 426,947 37.15 22,039 21.27
2025-08-28 NP SIVIX - State Street Institutional Small-Cap Equity Fund Investment Class 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 6,850 354
2025-08-13 13F Norges Bank 679,609 35,081
2025-08-12 13F Virtu Financial LLC 7,314 97.73 0
2025-06-24 NP QASCX - Federated MDT Small Cap Core Fund Class A 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 98,818 32.93 5,362 1.17
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 486,493 2.52 25,113 -9.35
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 19,471 43.22 1,056 8.98
2025-08-29 NP JAGPX - Small Cap Stock Trust NAV 51,074 102.64 2,636 79.20
2025-08-13 13F Jackson Creek Investment Advisors LLC 26,752 14.97 1 0.00
2025-08-14 13F Goldman Sachs Group Inc 389,015 39.18 20,081 23.06
2025-08-13 13F Edgestream Partners, L.P. 170,633 51.98 8,808 34.39
2025-07-18 13F Truist Financial Corp 26,188 378.49 1,352 323.51
2025-08-13 13F Marshall Wace, Llp 13,422 693
2025-08-26 NP TRSSX - T. Rowe Price Institutional Small-Cap Stock 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 265,394 14.63 13,700 1.35
2025-08-27 NP BFIUX - Baron FinTech Fund R6 Shares 15,500 3.33 800 -8.57
2025-08-12 13F Jefferies Financial Group Inc. 28,826 82.19 1,488 61.11
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 8,500 4.68 439 -7.59
2025-08-13 13F Arizona State Retirement System 16,209 4.51 837 -7.62
2025-08-27 NP PGOAX - PGIM JENNISON SMALL COMPANY FUND Class A 418,229 2.40 21,589 -9.46
2025-08-12 13F Oak Associates Ltd /oh/ 9,498 490
2025-08-04 13F Strs Ohio 19,200 10.34 991 -2.36
2025-08-11 13F Rothschild Investment Llc 85 13.33 4 0.00
2025-07-24 NP FSVLX - Consumer Finance Portfolio This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 17,900 4.95 987 -12.28
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 77,042 11.39 4,247 -6.91
2025-06-24 NP SWTSX - Schwab Total Stock Market 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 26,069 8.31 1,415 -17.55
2025-08-27 NP JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 4,514 233
2025-08-29 NP QSML - WisdomTree U.S. SmallCap Quality Growth Fund 837 9.70 43 -2.27
2025-08-13 13F Amundi 22,631 0.41 1,083 -12.18
2025-08-14 13F Millennium Management Llc 519,258 27.41 26,804 12.65
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 840,066 2.09 43,364 -9.73
2025-08-13 13F Kilter Group LLC 18 1
2025-08-22 NP KGROX - KENNEDY CAPITAL SMALL CAP GROWTH FUND Institutional Class Shares 87 16.00 4 0.00
2025-08-13 13F Quantbot Technologies LP 35,216 1,818
2025-08-15 13F Caxton Associates Llp 5,982 6.94 309 -5.52
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 36,831 87.41 1,901 65.74
2025-08-14 13F Xponance, Inc. 4,344 2.31 224 -9.31
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,264 56.47 177 19.59
2025-08-26 NP IBSAX - VY(R) Baron Growth Portfolio Class ADV 54,800 12.30 2,829 -0.70
2025-08-14 13F DRW Securities, LLC 6,222 321
2025-07-29 NP SSMAX - Siit Small Mid Cap Equity Fund - Class A 18,690 9.88 1,030 -8.12
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 166 9
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 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 7,025 5.32 363 -6.94
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 10,245 17.52 556 -10.63
2025-08-26 NP AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small Cap Growth Portfolio Class A 17,245 0.23 890 -11.35
2025-08-25 NP HIASX - Hartford Small Company Hls Fund Ia 74,112 100.91 3,826 77.66
2025-08-27 NP TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 174 9
2025-08-12 13F Legal & General Group Plc 67,830 10.74 3,501 -2.07
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 16,634 14.75 903 -12.68
2025-08-14 13F Lazard Asset Management Llc 42,457 21.76 2 0.00
2025-08-22 NP FESM - Fidelity Enhanced Small Cap ETF 184,376 85.92 9,517 64.40
2025-08-07 13F Campbell & CO Investment Adviser LLC 6,288 325
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 15 7.14 1
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 1,513 32.60 78 18.18
2025-08-14 13F CoreCap Advisors, LLC 163 17.27 8 0.00
2025-06-24 NP QASGX - Federated MDT Small Cap Growth Fund Class A 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 67,424 14.56 3,658 -12.80
2025-07-14 13F Sowell Financial Services LLC 4,666 241
2025-08-14 13F Headlands Technologies LLC 4,863 251
2025-08-14 13F Bank Of America Corp /de/ 1,241,794 55.81 64,101 37.77
2025-08-13 13F Walleye Trading LLC 4,260 164.60 220 135.48
2025-08-13 13F Renaissance Technologies Llc 225,900 73.64 11,661 53.52
2025-08-28 NP USVM - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 46,287 26.91 2,389 12.21
2025-06-24 NP FSGRX - Franklin Small Cap Growth Fund Class A 263,015 26.88 14,271 -3.43
2025-08-12 13F Manchester Capital Management LLC 425 6.25 22 -8.70
2025-08-14 13F Fmr Llc 1,829,617 5.29 94,445 -6.90
2025-05-02 13F/A Mackenzie Financial Corp 3,333 214
2025-08-14 13F Bamco Inc /ny/ 2,699,877 7.52 139,368 -4.93
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 576 60.00 31 24.00
2025-08-14 13F Verition Fund Management LLC 43,933 54.19 2,268 36.32
2025-08-26 NP PEXMX - T. Rowe Price Extended Equity Market 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 7,100 7.58 367 -4.94
2025-08-28 NP IGM - iShares Expanded Tech Sector 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 24,492 3.37 1,264 -8.60
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 8,193 6.25 423 -6.22
2025-07-11 13F Diversified Trust Co 7,798 5.54 403 -6.73
2025-08-08 13F Keebeck Alpha, LP 3,879 200
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 10,507 11.60 542 -1.28
2025-07-23 NP TCMSX - Voya Small Cap Growth Fund Class I 203,069 48.50 11,193 24.10
2025-08-12 13F Proequities, Inc. 0 0
2025-08-05 13F Bank of New York Mellon Corp 389,548 47.51 20,108 30.43
2025-06-26 NP USMIX - Extended Market Index Fund 8,629 0.12 468 -23.78
2025-08-13 13F Panagora Asset Management Inc 203,675 6.99 10,514 -5.40
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 592 0
2025-08-26 NP SCRSX - Small Cap Core Portfolio SCB Class 45,910 13.78 2,370 0.59
2025-07-29 NP PBQAX - PGIM Jennison Blend Fund Class A 102,578 19.10 5,654 -0.48
2025-08-14 13F Susquehanna International Group, Llp 82,312 11.80 4,249 -1.16
2025-08-13 13F FORA Capital, LLC 6,580 51.33 340 33.99
2025-08-13 13F F/M Investments LLC 70,717 0.24 3,650 -11.36
2025-06-24 NP SWSCX - Schwab Small-Cap Equity 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 23,019 13.93 1,249 -13.26
2025-07-22 NP GSBDX - Goldman Sachs Small Cap Growth Fund Class A Shares 64,538 5.87 3,557 -11.52
2025-08-14 13F Stifel Financial Corp 41,860 221.70 2,161 184.58
2025-08-28 NP MGOAX - Victory Munder Mid-Cap Core Growth Fund Class A 31,700 1,636
2025-05-19 NP PENNX - Royce Pennsylvania Mutual Fund Investment Class 33,693 1,967
2025-08-14 13F T. Rowe Price Investment Management, Inc. 1,665,966 6.09 86 -6.59
2025-07-23 13F REAP Financial Group, LLC 481 218.54 25 200.00
2025-08-14 13F Ubs Asset Management Americas Inc 232,584 33.48 12,006 18.02
2025-08-26 NP QAAGRX - T. Rowe Price Moderate Allocation Portfolio 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 637 20.19 33 6.67
2025-06-27 NP RSSL - Global X Russell 2000 ETF 32,395 6.59 1,758 -18.88
2025-08-08 13F/A Sterling Capital Management LLC 21,969 0.36 1,134 -11.20
2025-08-25 NP SMCWX - SMALLCAP WORLD FUND INC Class A 2,548,255 1.65 131,541 -10.12
2025-07-22 NP FSCC - Federated Hermes MDT Small Cap Core ETF 1,093 33.78 60 13.21
2025-08-14 13F Graham Capital Management, L.P. 53,344 433.44 2,754 372.21
2025-08-07 13F Los Angeles Capital Management Llc 7,579 50.86 391 33.45
2025-08-08 13F Geode Capital Management, Llc 1,387,293 4.27 71,619 -7.82
2025-08-13 13F Polen Capital Management Llc 5,595 289
2025-07-16 13F Signaturefd, Llc 43 230.77 2
2025-08-14 13F George Kaiser Family Foundation 102,865 5.80 5,310 -6.45
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 194 0.52 10 -9.09
2025-08-14 13F Quarry LP 1,836 161.17 95 129.27
2025-08-13 13F Bare Financial Services, Inc 20 1
2025-08-15 13F Tower Research Capital LLC (TRC) 8,287 765.94 428 676.36
2025-08-14 13F Occudo Quantitative Strategies Lp 26,202 264.07 1,353 213.69
2025-08-04 13F Atria Investments Llc 7,960 19.39 411 5.40
2025-08-14 13F Qube Research & Technologies Ltd 396,615 24.68 20,473 10.25
2025-08-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 37,699 1,946
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 11,232 5.53 580 -6.76
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 15,914 5.28 863 -19.87
2025-08-25 NP MMGEX - MassMutual Select Small Cap Growth Equity Fund Class A 69,440 11.31 3,584 -1.57
2025-07-08 13F Parallel Advisors, LLC 58 13.73 3 0.00
2025-08-28 NP XSW - SPDR(R) S&P(R) Software & Services 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 62,808 14.18 3,242 0.97
2025-08-13 13F MetLife Investment Management, LLC 33,219 5.05 1,715 -7.15
2025-06-25 NP CDAZX - Multi-Manager Directional Alternative Strategies Fund Institutional Class Short -21,605 -1,172
2025-08-13 13F Centiva Capital, LP 11,723 605
2025-08-14 13F Wellington Management Group Llp 776,164 23.08 40,066 8.83
2025-08-13 13F Capital World Investors 2,548,255 1.65 131,541 -10.12
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 64,747 5.02 3,342 -7.14
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 96,111 5.75 4,961 -6.50
2025-08-27 NP NAESX - Vanguard Small-Cap 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 1,387,959 0.03 71,646 -11.55
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 2,529 695.28 139 595.00
2025-07-11 13F/A Financiere des Professionnels - Fonds d,investissement inc. 2,555 132
2025-08-13 13F Kennedy Capital Management, Inc. 50,746 17.83 2,620 4.18
2025-06-27 NP PTF - Invesco DWA Technology 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 159,709 11.84 8,666 -14.88
2025-08-14 13F Engineers Gate Manager LP 176,583 26.66 9,115 12.01
2025-05-29 NP THBVX - Victory THB US Small Opportunities Fund A 550 32
2025-08-01 13F Envestnet Asset Management Inc 223,635 391.31 11,544 334.47
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 521 27
2025-05-27 NP ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 34,250 66.26 2,000 51.44
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 132,882 3.25 7,210 -21.42
2025-08-12 13F LPL Financial LLC 32,385 56.90 1,672 38.79
2025-05-27 NP FPX - First Trust US Equity Opportunities ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 28,071 13.95 1,639 3.80
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 3,875 9.25 200 -3.38
2025-08-12 13F Handelsbanken Fonder AB 16,900 32.03 1
2025-08-14 13F Mml Investors Services, Llc 39,849 208.05 2
2025-08-13 13F Federated Hermes, Inc. 178,552 0.43 9,217 -11.21
2025-08-26 NP Profunds - Profund Vp Small-cap 127 5.83 7 -14.29
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 3,161 95.85 174 64.15
2025-06-25 NP FAD - First Trust Multi Cap Growth AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,590 53.61 303 16.99
2025-06-30 NP PRFZ - Invesco FTSE RAFI US 1500 Small-Mid 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 2,726 148
2025-08-13 13F Level Four Advisory Services, Llc 25,761 1,330
2025-08-14 13F State Street Corp 1,299,957 6.28 67,104 -6.03
2025-08-07 13F Kestra Private Wealth Services, Llc 6,430 46.90 332 29.80
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 78 6.85 4 0.00
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 290,148 2.47 15,993 -14.37
2025-03-31 NP Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 497 35
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 4,857 13.64 251 0.40
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 67,011 11.47 3,636 -15.15
2025-08-08 13F Cetera Investment Advisers 16,235 179.96 838 147.93
2025-08-12 13F Westfield Capital Management Co Lp 748,884 38,657
2025-07-28 NP VCSLX - Small Cap Index Fund 23,058 13.19 1,271 -5.44
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 11,469 632
2025-07-31 13F Quest Partners LLC 7,621 393
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 5,289 139.32 292 100.69
2025-08-22 NP FCLD - Fidelity Cloud Computing ETF 18,515 16.85 956 3.24
2025-06-26 NP PGKAX - PGIM Jennison Technology Fund Class A 5,081 62.33 276 23.32
2025-04-01 NP TRFM - AAM Transformers ETF 2,440 1.96 174 67.96
2025-08-14 13F Comerica Bank 62,091 191.86 3,205 158.26
2025-07-29 NP VFMFX - Vanguard U.S. Multifactor Fund Admiral 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 1,174 65
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 114,685 15.32 5,920 1.98
2025-06-26 NP FSCRX - Fidelity Small Cap Discovery 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 41,067 9.03 2,228 -17.02
2025-08-12 13F Swiss National Bank 106,100 1.05 5,477 -10.65
2025-08-22 NP FEAC - Fidelity Enhanced U.S. All-Cap Equity ETF 48 33.33 2 0.00
2025-08-05 13F Huntington National Bank 2,310 2.17 119 -9.16
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 219 0.46 12 -26.67
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 546 28
2025-08-28 NP IGV - iShares Expanded Tech-Software Sector 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 205,465 3.03 10,606 -8.90
2025-07-29 NP VITAX - Vanguard Information Technology Index Fund Admiral 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 1,241,111 2.31 68,410 -14.51
2025-07-31 13F MQS Management LLC 6,291 325
2025-08-13 13F Northern Trust Corp 524,776 0.55 27,089 -11.09
2025-08-26 NP EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 6,500 550.00 336 477.59
2025-06-27 NP LAGWX - LORD ABBETT DEVELOPING GROWTH FUND INC Class A 449,179 10.42 24,372 -15.96
2025-08-14 13F/A Barclays Plc 112,621 55.29 6 25.00
2025-07-25 NP SCHA - Schwab U.S. Small-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 252,689 1.41 13,928 -15.25
2025-08-14 13F Citadel Advisors Llc 47,326 2,443
2025-08-14 13F Aster Capital Management (DIFC) Ltd 244 13
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 2,741 36.78 149 4.23
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 25,659 5.28 1,325 -6.89
2025-08-25 NP MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 21,834 84.33 1,127 63.10
2025-08-12 13F Franklin Resources Inc 703,158 1.95 36,297 -9.85
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 2,303 8.22 127 -10.00
2025-08-18 13F Wolverine Trading, Llc Call 33,000 16.61 1,687 -0.53
2025-07-29 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 3,829 211
2025-08-14 13F D. E. Shaw & Co., Inc. 249,116 454.42 12,859 390.24
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 8,993 9.66 464 -2.93
2025-06-26 NP USCAX - Small Cap Stock Fund Shares 20,698 2,540.05 1,123 6,505.88
2025-05-19 NP Royce Value Trust Inc 36,232 2,115
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 10,163 5.35 551 -19.80
2025-08-13 13F Victory Capital Management Inc 101,965 61.62 5,263 42.90
2025-08-25 NP MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class 12,841 100.64 663 77.48
2025-08-12 13F Neo Ivy Capital Management 1,755 91
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 20,053 5.44 1,035 -6.76
2025-08-13 13F New York State Common Retirement Fund 408,502 24.21 21 10.53
2025-08-25 NP QWVOX - Clearwater Small Companies Fund 21,633 159.64 1,117 129.63
2025-08-13 13F Russell Investments Group, Ltd. 1,848 208.00 95 171.43
2025-07-25 NP PMSAX - Global Multi-Strategy Fund Class A 605 89.06 33 57.14
2025-07-17 13F Janney Montgomery Scott LLC 7,050 19.33 0
2025-08-28 NP CPAEX - Counterpoint Tactical Equity Fund Class A Shares 7,782 15.17 402 1.78
2025-08-05 13F Nicholas Company, Inc. 95,867 35.98 4,949 20.24
2025-07-31 13F State of New Jersey Common Pension Fund D 33,388 13.74 1,723 0.58
2025-08-13 13F Northwestern Mutual Wealth Management Co 224 34.94 12 22.22
2025-07-23 13F Klp Kapitalforvaltning As 11,700 11.43 604 -1.47
2025-08-08 13F Principal Financial Group Inc 41,644 877.10 2,150 766.53
2025-09-04 13F/A Advisor Group Holdings, Inc. 20,382 610.42 1,052 529.94
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 2,807 9.73 145 -3.36
2025-07-30 13F Eqis Capital Management, Inc. 4,458 16.58 230 3.14
2025-08-29 NP STXK - Strive Small-Cap ETF 1,675 3.46 86 -8.51
2025-07-11 13F Farther Finance Advisors, LLC 731 38.97 38 19.35
2025-04-28 13F Horizon Financial Services, Llc 0 0
2025-08-12 13F Aigen Investment Management, Lp 11,131 575
2025-08-14 13F Silvercrest Asset Management Group Llc 370,382 5.47 19,119 -6.74
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 24,259 4.35 1,316 -20.58
2025-06-17 NP GSEQX - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 19,389 9.61 1,052 -16.57
2025-08-28 NP ITOT - iShares Core S&P Total U.S. Stock Market ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 65,046 2.42 3,358 -9.44
2025-08-29 NP FTXNX - Fuller & Thaler Behavioral Small-Cap Growth Fund Investor Shares 634,221 2.16 32,738 -9.67
2025-08-08 13F TimesSquare Capital Management, LLC 513,250 28.93 26,494 14.00
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 1,162 9.62 60 -3.28
2025-08-12 13F Charles Schwab Investment Management Inc 516,294 13.45 26,651 0.32
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 192 10
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 80,846 4,173
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 18,074 274.05 933 230.50
2025-08-13 13F Truvestments Capital Llc 17,236 17.39 890 3.73
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 5,664 4.99 292 -7.01
2025-08-06 13F First Horizon Advisors, Inc. 534 8.10 28 -3.57
2025-08-14 13F Benjamin Edwards Inc 11,212 579
2025-08-12 13F Dynamic Technology Lab Private Ltd 27,919 1,441
2025-07-24 13F Ronald Blue Trust, Inc. 1,111 12.91 57 0.00
2025-08-26 NP QLMSIX - ClearBridge Variable Small Cap Growth Portfolio Class I This fund is a listed as child fund of Clearbridge, 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 95,400 11.84 4,925 -1.10
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