JXN / Jackson Financial Inc. - Kepemilikan Institusional - Pembeli

Jackson Financial Inc.
US ˙ NYSE ˙ US46817M1071

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Jackson Financial Inc. meliputi Capitolis Liquid Global Markets LLC, GCTIX - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional, CSM Advisors, LLC, PKW - Invesco BuyBack Achievers ETF, CZMVX - Multi-Manager Value Strategies Fund Institutional Class, Eaton Financial Holdings Company, LLC, James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C, Evergreen Wealth Management, LLC, Peak6 Llc, Invst, LLC, Campbell & CO Investment Adviser LLC, DRW Securities, LLC, Inceptionr Llc, Ieq Capital, Llc, Merit Financial Group, LLC, Petrus Trust Company, LTA, Journey Strategic Wealth Llc, CacheTech Inc., Adams Wealth Management, dan EMC Capital Management .

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
(%)
2025-08-01 13F Gwn Securities Inc. 2,466 0.94 219 6.86
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 42,557 0.12 3,486 -10.53
2025-08-13 13F Cambria Investment Management, L.P. 6,351 0.17 564 6.03
2025-08-14 13F Qube Research & Technologies Ltd 226,155 15.44 20,080 22.34
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 36,266 3.12 3,220 9.30
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 16,111 2.14 1,430 8.25
2025-08-12 13F Public Sector Pension Investment Board 276,030 4.24 24,509 10.48
2025-08-27 NP CGJAX - Calvert US Large-Cap Growth Responsible Index Fund Class A 1,936 172
2025-08-29 NP STXM - Strive Mid-Cap ETF 351 6.04 31 14.81
2025-08-14 13F Aquatic Capital Management LLC 51,195 342.40 4,546 369.04
2025-07-28 NP AVLV - Avantis U.S. Large Cap Value 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 146,596 22.90 12,008 9.86
2025-07-31 13F State of New Jersey Common Pension Fund D 23,178 0.19 2,058 6.14
2025-08-28 NP CBHAX - Victory Market Neutral Income Fund Class A 93,312 13.29 8,285 20.07
2025-08-11 13F NewEdge Wealth, LLC 12,428 189.97 1,105 207.80
2025-07-29 13F BKD Wealth Advisors, LLC 2,328 207
2025-08-14 13F Aqr Capital Management Llc 98,033 6.44 8,704 12.80
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 7,265 27.66 645 35.50
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 5,850 3.16 479 -7.71
2025-08-26 NP GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 13,241 30.74 1,176 38.56
2025-08-11 13F Independent Advisor Alliance 21,587 76.02 1,917 86.56
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 12,000 8.11 983 -3.44
2025-08-14 13F Canada Pension Plan Investment Board 58,800 5,221
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 367,644 7.07 30,114 -4.29
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 75,298 72.85 6,686 83.20
2025-08-14 13F/A Skopos Labs, Inc. 577 15.40 51 24.39
2025-08-12 13F Magnetar Financial LLC 13,471 1,196
2025-08-05 13F South Dakota Investment Council 96,122 706.73 9
2025-07-29 NP ORSIX - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 43,130 58.10 3,533 41.34
2025-08-07 13F Parkside Financial Bank & Trust 66 500.00 6
2025-06-27 NP RSSL - Global X Russell 2000 ETF 44,406 3.93 3,460 -14.08
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 33,792 115.55 2,633 78.20
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 426 9.23 36 6.06
2025-08-29 NP DON - WisdomTree U.S. MidCap Dividend Fund N/A 128,266 1.11 11,389 7.15
2025-07-25 NP SCHM - Schwab U.S. Mid-Cap ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 195,752 2.61 16,034 -8.28
2025-07-28 NP VVSCX - Small Cap Value Fund 19,629 13.50 1,608 1.45
2025-08-13 13F EverSource Wealth Advisors, LLC 911 55.46 81 63.27
2025-07-30 13F Brookstone Capital Management 2,486 0.49 221 6.28
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 83,270 18.21 6,488 -2.27
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 11,426 2.47 1,015 8.57
2025-08-13 13F Grantham, Mayo, Van Otterloo & Co. LLC 18,744 6.05 1,664 12.43
2025-08-14 13F Ariadne Wealth Management, LP 5,201 3.61 501 18.44
2025-07-28 NP HDG - ProShares Hedge Replication ETF 96 9.09 8 -12.50
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 1,957 26.83 174 34.11
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 34,918 3,100
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 22,070 22.84 1,719 1.54
2025-07-31 13F Caitong International Asset Management Co., Ltd 13 1
2025-08-14 13F Two Sigma Investments, Lp 117,670 242.27 10,448 262.74
2025-08-15 13F Puff Wealth Management, Llc 87 8
2025-07-29 NP EBI - Longview Advantage ETF 677 459.50 55 400.00
2025-05-15 13F/A Orion Portfolio Solutions, LLC 7,038 47.58 590 41.93
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 20 2
2025-07-30 NP AUSF - Global X Adaptive U.S. Factor ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., 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 34,718 93.86 2,844 58.47
2025-08-13 13F Renaissance Technologies Llc 126,200 11,205
2025-04-02 13F Marcum Wealth, LLC 3,073 0.10 257 -3.75
2025-08-14 13F Comerica Bank 57,055 6.03 5,066 12.36
2025-05-13 13F CacheTech Inc. 2,805 234
2025-08-14 13F Two Sigma Advisers, Lp 86,500 153.67 7,680 168.91
2025-05-27 NP FESM - Fidelity Enhanced Small Cap ETF 119,998 741.38 10,053 710.07
2025-05-13 13F Adams Wealth Management 2,805 234
2025-07-25 NP BMSFX - MFS Blended Research Mid Cap Equity Fund A 118,285 19.72 9,689 7.01
2025-08-19 13F State of Wyoming 2,125 189
2025-07-01 13F Kera Capital Partners, Inc. 42,909 3.22 3,810 9.39
2025-08-11 13F Vanguard Group Inc 9,706,130 3.65 861,807 9.85
2025-08-14 13F Glenmede Investment Management, LP 2,409 214
2025-08-07 13F Samalin Investment Counsel, LLC 5,266 9.71 468 16.17
2025-08-11 13F Private Advisor Group, LLC 13,859 1.06 1,231 7.14
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 2,047 75.41 159 45.87
2025-08-13 13F Level Four Advisory Services, Llc 6,960 0.40 618 6.55
2025-08-11 13F Principal Securities, Inc. 1,254 202.17 111 208.33
2025-08-12 13F Jpmorgan Chase & Co 662,569 27.55 58,830 35.17
2025-08-12 13F Gladstone Institutional Advisory LLC 2,365 210
2025-08-07 13F CSM Advisors, LLC 58,107 5
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 315 30
2025-08-14 13F Aster Capital Management (DIFC) Ltd 499 44
2025-08-13 13F California Public Employees Retirement System 125,008 3.95 11,099 10.16
2025-07-25 13F Sequoia Financial Advisors, LLC 2,348 209
2025-08-07 13F Ibex Wealth Advisors 195,772 2.70 17,383 8.83
2025-07-09 13F Massmutual Trust Co Fsb/adv 118 12.38 10 25.00
2025-07-25 13F Cwm, Llc 2,762 39.85 0
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 2,451 264.19 191 201.59
2025-07-29 NP VFVA - Vanguard U.S. Value 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 26,438 130.90 2,166 106.39
2025-08-12 13F Entropy Technologies, LP 18,065 192.88 1,604 210.66
2025-05-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 62,027 4.48 5,197 0.52
2025-08-29 NP MFUS - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1,215 8.87 108 15.05
2025-08-27 NP PIBAX - PGIM BALANCED FUND Class A 3,100 210.00 275 231.33
2025-08-12 13F Proequities, Inc. 0 0
2025-08-13 13F Northern Trust Corp 985,474 7.05 87,500 13.46
2025-08-28 NP SLLAX - SIMT Small Cap Fund Class F 56,258 38.83 4,995 47.13
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 14,118 15.27 1,100 -4.77
2025-06-30 NP Two Roads Shared Trust - Hypatia Women CEO ETF 400 9.59 31 -8.82
2025-08-11 13F Lsv Asset Management 836,238 28.30 74 37.04
2025-08-11 13F Bell Investment Advisors, Inc 299 8.33 27 13.04
2025-08-28 NP RSGGX - Victory RS Global Fund Class A 89,313 3.75 7,930 9.97
2025-07-09 13F Triumph Capital Management 3,990 3.58 354 9.94
2025-08-14 13F Tudor Investment Corp Et Al Call 5,000 8.70 444 15.06
2025-07-09 13F Pallas Capital Advisors LLC 2,423 215
2025-07-28 NP James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C 15,400 1,261
2025-07-22 13F HFM Investment Advisors, LLC 6 200.00 1
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 16,386 3.57 1,277 -14.36
2025-06-30 NP VASVX - Vanguard Selected Value 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 472,827 9.24 36,838 -9.69
2025-08-14 13F Tudor Investment Corp Et Al 256,819 36.98 22,803 45.16
2025-08-14 13F Goldman Sachs Group Inc 2,084,511 9.48 185,084 16.03
2025-08-08 13F Intech Investment Management Llc 104,541 80.24 9,282 91.03
2025-08-25 NP RDVY - First Trust 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 779,882 5.48 69,246 11.79
2025-06-26 NP LSVQX - LSV Small Cap Value Fund Institutional Class Shares 47,000 30.92 3,662 8.22
2025-08-14 13F DRW Securities, LLC 5,906 524
2025-08-14 13F Ieq Capital, Llc 4,879 433
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 5,028 3.65 446 9.85
2025-08-13 13F RWC Asset Management LLP 33,622 29.41 2,985 37.18
2025-08-14 13F Price T Rowe Associates Inc /md/ 65,878 8.07 6 0.00
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 23,638 3.34 2,099 9.50
2025-08-13 13F Donald Smith & Co., Inc. 1,699,087 1.98 150,862 8.08
2025-07-11 13F SILVER OAK SECURITIES, Inc 3,697 6.17 328 13.49
2025-08-14 13F Susquehanna International Group, Llp Call 131,000 31.66 11,631 39.53
2025-07-30 13F Denali Advisors Llc 69,446 0.43 6,166 6.44
2025-08-14 13F Susquehanna Portfolio Strategies, LLC 98,923 8,783
2025-08-12 13F Strategic Advisors LLC 12,206 0.02 1,084 5.97
2025-08-12 13F Clear Street Markets Llc 720 64
2025-08-28 NP AFPAX - AmericaFirst Income Fund Class A 5,213 8.29 463 14.64
2025-08-07 13F Acadian Asset Management Llc 1,359,477 1.51 121 7.14
2025-08-14 13F/A Barclays Plc 144,448 38.14 13 50.00
2025-08-01 13F Teacher Retirement System Of Texas 184,485 188.60 16,380 205.88
2025-08-26 NP Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF 206 18
2025-08-06 13F Rialto Wealth Management, LLC 12 100.00 1
2025-08-14 13F Mariner, LLC 9,189 65.06 816 74.89
2025-09-04 13F/A Advisor Group Holdings, Inc. 55,768 9.85 4,943 16.06
2025-08-13 13F Marshall Wace, Llp 11,100 986
2025-08-15 13F Kestra Advisory Services, LLC 25,077 52.41 2,227 61.54
2025-07-14 13F GAMMA Investing LLC 2,287 8.49 203 15.34
2025-08-14 13F Algert Global Llc 198,265 75.38 18 88.89
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 277,053 0.47 21,585 -16.94
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 1,659 7.59 147 13.95
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 49 13.95 4 33.33
2025-08-08 13F Atlantic Trust, LLC 19 2
2025-08-14 13F D. E. Shaw & Co., Inc. 206,670 18,350
2025-03-31 NP FVAL - Fidelity Value 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 55,824 5.25 5,261 -0.77
2025-08-12 13F XTX Topco Ltd 23,212 189.25 2,061 206.55
2025-07-18 13F PFG Investments, LLC 2,433 216
2025-08-27 NP VEIPX - Vanguard Equity Income 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 1,313,247 15.75 116,603 22.67
2025-06-25 NP TASVX - PGIM QMA SMALL-CAP VALUE FUND Class Z 40,400 26.65 3,148 4.69
2025-07-30 13F Bogart Wealth, LLC 14 1
2025-08-14 13F Prestige Wealth Management Group LLC 5 0
2025-08-14 13F Lighthouse Investment Partners, LLC 73,102 171.13 6,491 187.42
2025-07-29 13F Easterly Investment Partners Llc 239,982 19.70 21,308 26.86
2025-07-15 13F LVZ Advisors, Inc. 4,719 0.23 419 6.35
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 33,729 1.59 2,628 -16.02
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 22,103 2.52 1,722 -15.21
2025-07-28 13F Twin Tree Management, LP Call 191,500 115.17 17,003 128.04
2025-06-24 NP SNXFX - Schwab 1000 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 24,508 4.42 1,909 -13.66
2025-08-07 13F Allworth Financial LP 50 212.50 4 300.00
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 6,718 9.56 596 16.18
2025-08-27 NP VISVX - Vanguard Small-Cap Value 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 1,116,737 0.06 99,155 6.05
2025-07-28 NP AVLC - Avantis U.S. Large Cap Equity ETF 3,529 17.44 289 5.09
2025-08-07 13F Campbell & CO Investment Adviser LLC 6,844 608
2025-07-17 13F Sound Income Strategies, LLC 505 1,342.86 45 2,100.00
2025-08-13 13F Beacon Pointe Advisors, LLC 62,768 1.05 5,573 7.11
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 738 0
2025-08-04 13F Hantz Financial Services, Inc. 558 62.68 0
2025-06-30 NP SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF 1,123 87
2025-08-18 13F Wolverine Trading, Llc Call 25,800 3.61 2,309 11.60
2025-08-13 13F Congress Wealth Management LLC / DE / 6,793 4.09 603 10.44
2025-08-14 13F Dark Forest Capital Management Lp 23,853 73.38 2,118 83.77
2025-08-13 13F Edgestream Partners, L.P. 98,727 7.72 8,766 14.16
2025-07-17 13F CWA Asset Management Group, LLC 19,325 19.09 1,716 26.20
2025-08-05 13F NewSquare Capital LLC 3 0
2025-08-14 13F ISAM Funds (UK) Ltd 9,137 50.28 811 59.33
2025-08-11 13F Qsemble Capital Management, LP 2,983 15.40 265 22.22
2025-08-15 13F/A Rakuten Securities, Inc. 17 750.00 2
2025-08-15 13F Caxton Associates Llp 47,687 47.48 4,234 56.35
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 147,138 2.80 11,464 -15.02
2025-07-18 13F Dogwood Wealth Management LLC 55 5
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 18,341 3.76 1,628 10.00
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 5,686 11.05 443 -8.30
2025-06-27 NP PKW - Invesco BuyBack Achievers 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 37,767 2,942
2025-08-08 13F Massachusetts Financial Services Co /ma/ 169,275 20.15 15,030 27.33
2025-08-14 13F Janus Henderson Group Plc 221,527 9.25 19,673 16.70
2025-08-12 13F Hillsdale Investment Management Inc. 60,700 48.41 5,390 57.30
2025-08-28 NP USVM - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 33,197 29.81 2,948 37.58
2025-07-22 13F Merit Financial Group, LLC 3,698 328
2025-08-01 13F Bessemer Group Inc 275 1.10 0
2025-08-20 NP RUSC - U.S. Small Cap Equity Active ETF 712 63
2025-07-11 13F Wedge Capital Management L L P/nc 411,217 2.41 36,512 8.53
2025-08-08 13F Mitsubishi UFJ Trust & Banking Corp 102,942 13.71 9,140 20.52
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 43,385 6.54 3,852 12.93
2025-07-29 NP BOGIX - Bogle Investment Management Small Cap Growth Fund 14,296 5.14 1,171 -6.02
2025-08-11 13F Rothschild Investment Llc 120 60.00 11 66.67
2025-08-12 13F MAI Capital Management 84 13.51 7 16.67
2025-07-17 13F DiNuzzo Private Wealth, Inc. 18 12.50 2 0.00
2025-08-13 13F Centiva Capital, LP 15,182 21.62 1,348 29.00
2025-07-14 13F Park Avenue Securities Llc 3,931 37.93 0
2025-08-14 13F Ancora Advisors, LLC 92,560 0.89 8,218 6.94
2025-07-18 13F Robeco Institutional Asset Management B.V. 82,163 12.06 7,295 18.75
2025-07-15 13F Eaton Financial Holdings Company, LLC 16,158 1,435
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 181,863 0.31 14,169 -17.07
2025-08-12 13F CenterBook Partners LP 8,969 796
2025-07-25 13F Concurrent Investment Advisors, LLC 2,505 1.09 222 7.25
2025-08-08 13F Larson Financial Group LLC 89 641.67 8 600.00
2025-08-27 NP VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio 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 48,638 13.81 4,319 20.61
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 106,828 7.91 8,750 -3.54
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 2,291,261 6.17 203,441 12.52
2025-03-31 NP FLRG - Fidelity U.S. Multifactor 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 19,233 11.52 1,813 5.17
2025-06-30 NP CVY - Invesco Zacks Multi-Asset Income 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 8,883 13.88 692 -5.85
2025-08-14 13F Man Group plc 95,710 151.89 8,498 166.98
2025-08-05 13F Bank Of Montreal /can/ 12,857 1.12 1,142 7.14
2025-08-11 13F Royce & Associates Lp 17,808 91.11 1,581 102.69
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 7,563 8.18 672 14.70
2025-07-17 13F Janney Montgomery Scott LLC 54,447 1.90 5 0.00
2025-08-04 13F Evergreen Wealth Management, LLC 8,298 737
2025-08-06 13F Innealta Capital, Llc 3,785 49.84 336 59.24
2025-05-14 13F Credit Agricole S A 30,718 74.16 2,574 67.62
2025-08-28 NP SMVIX - Simt Small Cap Value Fund Class I 69,626 17.77 6,182 24.81
2025-08-15 13F CI Private Wealth, LLC 11,620 4.67 1,033 10.97
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 404,029 0.49 33,094 -10.17
2025-08-08 13F Hartland & Co., LLC 90 8
2025-08-13 13F Vinva Investment Management Ltd 7,333 115.99 1,005 124.33
2025-08-05 13F Simplex Trading, Llc 3,520 6,300.00 0
2025-08-14 13F Harmony Asset Management Llc 10,858 6.38 964 12.75
2025-08-12 13F Evelyn Partners Investment Management LLP 12,301 261.58 225 6.64
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 11,323 38.58 927 23.93
2025-08-14 13F Numerai GP LLC 5,583 496
2025-08-11 13F EntryPoint Capital, LLC 5,034 83.39 447 94.76
2025-08-29 13F Centaurus Financial, Inc. 14,973 36.13 1
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 4,302 18.61 352 6.02
2025-06-24 NP QAACX - Federated MDT All 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 179,243 3.00 13,965 -14.85
2025-07-17 13F Raleigh Capital Management Inc. 2 0
2025-06-26 NP JHMM - John Hancock Multifactor Mid Cap ETF 58,503 56.10 4,558 29.02
2025-04-24 NP OASC - OneAscent Small Cap Core ETF 1,487 11.97 136 2.26
2025-08-15 13F/A Florida Financial Advisors, Llc 3,621 0.95 322 7.36
2025-08-14 13F Petrus Trust Company, LTA 3,131 278
2025-08-13 13F Norges Bank 1,150,256 102,131
2025-08-13 13F Mackenzie Financial Corp 13,331 49.35 1,184 58.37
2025-07-28 13F Harbour Investments, Inc. 436 3.56 39 8.57
2025-08-14 13F Gotham Asset Management, LLC 3,596 0.06 319 5.98
2025-08-13 13F Healthcare Of Ontario Pension Plan Trust Fund 368,000 23.91 32,675 31.32
2025-08-14 13F Twinbeech Capital Lp 35,605 3,161
2025-08-27 NP VSTCX - Vanguard Strategic Small-Cap Equity 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 81,618 195.23 7,247 212.87
2025-08-07 13F Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 438 111.59 39 123.53
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 319 4.93 25 -14.29
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 3,897 6.97 346 13.44
2025-03-31 NP FDMO - Fidelity Momentum 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 27,286 66.77 2,571 57.25
2025-06-25 NP WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio 77,257 3.34 6,019 -14.56
2025-08-14 13F Optiver Holding B.V. 52 36.84 5 33.33
2025-08-12 13F Seeds Investor Llc 2,397 213
2025-07-07 13F Versant Capital Management, Inc 830 50.91 74 58.70
2025-08-12 13F Evelyn Partners Investment Management Services Ltd 2,008 93.64 155 140.63
2025-08-26 NP JSCSX - JPMorgan U.S. Small Company Fund Class I 38,191 0.98 3,391 7.01
2025-04-28 NP VUSE - Vident Core U.S. Equity Fund 43,635 7.00 3,998 -2.13
2025-08-13 13F Capital Fund Management S.a. 112,884 25.02 10,023 32.50
2025-05-29 NP TPSC - Timothy Plan US Small Cap Core ETF 3,497 12.95 293 8.55
2025-07-28 13F RFG Advisory, LLC 19,376 14.49 1,720 21.38
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 740,290 0.17 57,676 -17.19
2025-08-14 13F State Of Wisconsin Investment Board 13,106 71.86 1,164 82.29
2025-07-25 13F Fifth Third Wealth Advisors LLC 2,279 202
2025-06-25 NP FNK - First Trust Mid Cap Value AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 13,833 261.93 1,078 199.17
2025-07-22 NP GUSA - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2,522 0.16 207 -10.43
2025-07-21 13F Ameritas Advisory Services, LLC 39 3
2025-08-14 13F Toroso Investments, LLC 5,473 486
2025-07-25 NP UCAGX - Cornerstone Aggressive Fund 1,508 7.03 124 -4.65
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 4,981 27.91 442 35.58
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 3,147 13.86 279 20.78
2025-08-14 13F Miller Value Partners, Llc 124,995 3.34 11,098 9.52
2025-08-14 13F Quarry LP 281 20.60 25 26.32
2025-08-18 13F Geneos Wealth Management Inc. 1,333 81.86 118 93.44
2025-08-26 NP FTKI - First Trust Small Cap BuyWrite Income ETF 58 9.43 5 25.00
2025-08-14 13F Voya Investment Management Llc 24,622 0.34 2,186 6.37
2025-08-14 13F Graham Capital Management, L.P. 36,871 43.87 3,274 52.45
2025-07-25 NP SCHK - Schwab 1000 Index ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,465 1.45 448 -9.33
2025-08-11 13F Covestor Ltd 1,334 520.47 0
2025-07-31 13F R Squared Ltd 3,471 308
2025-08-12 13F Summit Global Investments 14,644 7.64 1 0.00
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 1,751 7.56 136 -11.11
2025-08-06 13F True Wealth Design, LLC 25 127.27 2
2025-08-08 13F Pnc Financial Services Group, Inc. 3,719 10.49 330 17.02
2025-08-08 13F/A Sterling Capital Management LLC 14,059 5.13 1,248 11.43
2025-08-14 13F Raymond James Financial Inc 249,662 3.31 22,167 9.49
2025-08-14 13F Verition Fund Management LLC 16,913 51.21 1,502 60.19
2025-08-13 13F Rsm Us Wealth Management Llc 2,657 236
2025-08-14 13F Sei Investments Co 177,558 7.42 15,765 13.84
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 4 0
2025-08-13 13F Victory Capital Management Inc 535,949 8.70 47,587 15.20
2025-07-25 NP BRSDX - MFS Blended Research Small Cap Equity Fund A 35,472 0.53 2,906 -10.15
2025-08-26 NP FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF 5,129 6.45 455 12.90
2025-07-14 13F Counterpoint Mutual Funds LLC 8,207 3.65 729 5.66
2025-07-24 13F Ronald Blue Trust, Inc. 665 8.66 59 15.69
2025-08-12 13F CIBC Private Wealth Group, LLC 1,424 2.96 126 29.90
2025-08-14 13F BI Asset Management Fondsmaeglerselskab A/S 71,533 4,509.09 6
2025-08-07 13F Illinois Municipal Retirement Fund 67,359 1.25 5,981 7.30
2025-07-28 13F Bayforest Capital Ltd 51 5
2025-08-28 NP Elevation Series Trust - RiverNorth Patriot ETF 103 9
2025-08-28 NP AXVNX - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 3,767 50.74 334 59.81
2025-08-14 13F Royal Bank Of Canada 278,504 112.78 24,729 125.49
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 137,630 0.33 11,273 -10.31
2025-08-12 13F Journey Strategic Wealth Llc 2,971 264
2025-08-13 13F StoneX Group Inc. 2,388 212
2025-07-16 13F State of Alaska, Department of Revenue 42,530 3.92 4 0.00
2025-08-04 13F Atria Investments Llc 8,617 15.31 765 22.20
2025-07-17 13F Sage Rhino Capital Llc 3,093 2.62 275 8.73
2025-08-15 13F Tower Research Capital LLC (TRC) 10,304 14.32 915 21.06
2025-08-07 13F Kestra Private Wealth Services, Llc 10,083 24.84 895 32.40
2025-08-26 NP GCTIX - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 89,684 7,963
2025-08-22 NP CVMC - Calvert US Mid-Cap Core Responsible Index ETF 505 1.00 45 7.32
2025-08-22 NP CVLC - Calvert US Large-Cap Core Responsible Index ETF 840 6.19 75 12.12
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 8,351 32.22 651 9.24
2025-08-26 NP FTHI - First Trust BuyWrite Income 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 106,115 4.91 9,422 11.18
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 1,274 36.40 99 12.50
2025-08-13 13F Invesco Ltd. 719,575 21.28 63,891 28.54
2025-07-11 13F Farther Finance Advisors, LLC 5,946 25.15 528 31.42
2025-08-27 NP Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 23,664 9.12 2,101 15.69
2025-08-06 13F Savant Capital, LLC 7,089 71.44 629 81.79
2025-08-14 13F Point72 Hong Kong Ltd 7,209 640
2025-08-08 13F Tortoise Investment Management, LLC 1 0
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 2,019 179
2025-08-14 13F Smartleaf Asset Management LLC 1,028 0.29 92 8.24
2025-08-15 NP Royce Value Trust Inc 17,808 91.11 1,581 102.69
2025-07-31 13F Quest Partners LLC 22,552 815.63 2,002 871.84
2025-08-26 NP IJSIX - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 6,752 3.10 600 9.31
2025-07-29 NP SSMAX - Siit Small Mid Cap Equity Fund - Class A 13,800 63.31 1,130 45.99
2025-08-14 13F Stifel Financial Corp 25,217 12.34 2,239 19.10
2025-07-25 NP CZMVX - Multi-Manager Value Strategies Fund Institutional Class 20,173 1,652
2025-08-14 13F Quantinno Capital Management LP 20,713 50.83 1,839 59.91
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 14,865 27.78 1,320 35.42
2025-08-08 13F Avantax Advisory Services, Inc. 5,989 24.77 532 32.09
2025-08-12 13F Aigen Investment Management, Lp 14,019 8.51 1,245 14.97
2025-07-29 NP SFYX - SoFi Next 500 ETF 333 60.10 27 42.11
2025-08-12 13F Inceptionr Llc 5,425 482
2025-08-14 13F Bnp Paribas Arbitrage, Sa 38,488 295.68 3,417 319.78
2025-05-15 13F Texas Permanent School Fund 74,378 5,795
2025-08-12 13F LPL Financial LLC 209,398 12.64 18,592 19.38
2025-08-14 13F Peak6 Llc 7,685 682
2025-08-14 13F Peak6 Llc Call 100 9
2025-08-01 13F Envestnet Asset Management Inc 21,083 10.68 1,872 17.30
2025-07-23 13F Tcfg Wealth Management, Llc 4,356 3.54 387 9.66
2025-08-26 NP PSOPX - JPMorgan Small Cap Value Fund Class I 88,189 6.92 7,830 13.31
2025-08-14 13F Gallagher Fiduciary Advisors, LLC 8,641 20.26 767 27.62
2025-08-07 13F Accent Capital Management, LLC 89 8
2025-08-27 NP TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 709 63
2025-06-03 13F Invst, LLC 7,669 643
2025-08-14 13F Capitolis Liquid Global Markets LLC 215,300 19,116
2025-08-08 13F Cetera Investment Advisers 65,353 2.47 5,803 8.59
2025-08-27 13F/A Brinker Capital Investments, LLC 7,873 11.86 699 18.68
2025-08-26 NP JMEE - JPMorgan Market Expansion Enhanced Equity ETF 40,196 39.36 3,569 47.72
2025-08-14 13F Ubs Asset Management Americas Inc 288,500 36.84 25,616 45.02
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 1,748,138 1.52 155,217 7.59
2025-03-21 NP HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio 6,880 76.86 648 67.01
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 308 5.48 26 0.00
2025-07-10 13F Focus Financial Network, Inc. 3,791 9.50 337 15.86
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 8,440 82.09 751 93.30
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 55,400 2.78 4,919 8.93
2025-08-11 13F EMC Capital Management 2,699 0
2025-08-25 13F/A Neuberger Berman Group LLC 7,123 22.03 632 29.24
2025-08-13 13F Natixis Advisors, L.p. 19,802 19.34 2 0.00
2025-07-29 13F International Assets Investment Management, Llc 12,984 10.72 1,153 17.31
2025-07-15 13F Compagnie Lombard Odier SCmA 91 10.98 8 33.33
2025-08-12 13F SRS Capital Advisors, Inc. 1,940 172
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