KAI / Kadant Inc. - Kepemilikan Institusional - Pembeli

Kadant Inc.
US ˙ NYSE ˙ US48282T1043

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Kadant Inc. meliputi Massachusetts Financial Services Co /ma/, NDVAX - MFS New Discovery Value Fund A, GMBVX - GMO Small Cap Quality Fund Class R6, Grandeur Peak Global Advisors, LLC, BBVSX - Bridge Builder Small/Mid Cap Value Fund, PSSMX - SmallCap S&P 600 Index Fund R-3, DISSX - BNY Mellon Smallcap Stock Index Fund Investor Shares, BBTSX - Bridge Builder Tax Managed Small/Mid Cap Fund, GUSYX - Grandeur Peak US Stalwarts Fund Institutional Class, NBSM - Neuberger Berman Small-Mid Cap ETF, CRSSX - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares, Semanteon Capital Management, LP, Texas Permanent School Fund, RWJ - Invesco S&P SmallCap 600 Revenue ETF, Cooper Creek Partners Management Llc, Caxton Associates Llp, JHSC - John Hancock Multifactor Small Cap ETF, GGSOX - Grandeur Peak Global Stalwarts Fund Investor Class, QVMS - Invesco S&P SmallCap 600 QVM Multi-factor ETF, dan Pensionmark Financial Group, Llc .

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
(%)
2025-05-05 13F Lindbrook Capital, Llc 10 11.11 3 0.00
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 7,969 8.85 2,530 2.55
2025-08-14 13F State Street Corp 445,169 0.19 141,319 -5.59
2025-08-14 13F Hrt Financial Lp 5,873 475.22 2
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 3 1
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 1,332 2.46 393 -19.01
2025-08-26 NP SBHCX - Segall Bryant & Hamill Small Cap Core Fund Retail Class 1,871 1.85 594 -4.05
2025-08-14 13F Aquatic Capital Management LLC 11,387 113.04 3,615 100.78
2025-08-29 NP STXK - Strive Small-Cap ETF 353 2.02 112 -3.45
2025-05-30 NP MMSCX - Praxis Small Cap Index Fund Class A 390 131
2025-08-27 NP PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 10,530 0.57 3,343 -5.25
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 879 5.14 290 2.85
2025-08-11 13F B. Metzler seel. Sohn & Co. AG 13,500 5.92 4,286 -0.19
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 290 65.71 92 58.62
2025-05-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 6,249 2.51 2,105 0.10
2025-07-28 NP QVMS - Invesco S&P SmallCap 600 QVM Multi-factor ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,914 601
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 505 9.54 159 -8.14
2025-06-26 NP SMLF - iShares Edge MSCI Multifactor USA Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,333 11.29 983 -11.92
2025-07-31 13F State of New Jersey Common Pension Fund D 6,097 18.99 1,935 12.11
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 160 60.00 47 27.03
2025-06-25 NP DGRO - iShares Core Dividend 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 3,522 27.75 1,039 0.97
2025-08-14 13F ArrowMark Colorado Holdings LLC 23,865 119.81 7,576 107.14
2025-07-07 13F Versant Capital Management, Inc 137 1,857.14 43 2,050.00
2025-08-26 NP GSCYX - SMALL CAP EQUITY FUND Institutional 9,786 7.15 3,107 0.98
2025-08-29 NP DON - WisdomTree U.S. MidCap Dividend Fund N/A 7,344 0.07 2,331 -5.70
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 16,951 10.03 5,321 -7.77
2025-08-07 13F Parkside Financial Bank & Trust 1,097 111.78 348 100.00
2025-07-15 13F Public Employees Retirement System Of Ohio 5,846 40.43 1,856 32.31
2025-07-23 13F Klp Kapitalforvaltning As 2,500 13.64 794 7.02
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 5,935 11.60 1,751 -11.75
2025-08-12 13F LPL Financial LLC 1,676 2.89 532 -2.92
2025-07-28 NP HDG - ProShares Hedge Replication ETF 15 7.14 5 -20.00
2025-06-27 NP PRN - Invesco DWA Industrials 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 15,984 2.90 4,715 -8.85
2025-08-14 13F Citadel Advisors Llc 50,565 366.17 16,052 339.27
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 4,240 4.07 1,346 -1.97
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 2 1
2025-07-31 13F Caitong International Asset Management Co., Ltd 6 100.00 2 0.00
2025-08-13 13F EverSource Wealth Advisors, LLC 9 50.00 3 0.00
2025-08-18 13F/A Kestra Investment Management, LLC 85 27
2025-08-14 13F Quantinno Capital Management LP 1,570 14.35 498 7.79
2025-06-26 NP DFUV - Dimensional US Marketwide Value ETF 10,339 0.16 3,050 -20.76
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 3,515 2.48 1,037 -19.00
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 3,109 3.91 987 -2.18
2025-06-26 NP TRDFX - Steward Small-Mid Cap Enhanced Index Fund Class A 64 19
2025-08-13 13F Jones Financial Companies Lllp 233 35.47 73 28.07
2025-08-28 NP SMAP - Amplify Small-Mid Cap Equity ETF 58 11.54 18 5.88
2025-08-05 13F Bank of New York Mellon Corp 79,693 0.08 25,299 -5.70
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 1,598 9.08 471 -13.74
2025-06-18 NP REUYX - Sustainable Equity Fund Class Y 0 -100.00 0 -100.00
2025-06-18 NP REBYX - U.S. Small Cap Equity Fund Class Y 0 -100.00 0 -100.00
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 3,294 5.81 972 -16.29
2025-06-18 NP RSEAX - U.S. Strategic Equity Fund Class A 0 -100.00 0 -100.00
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 118,497 2.47 34,957 -18.94
2025-07-11 13F/A Umb Bank N A/mo 38 31.03 12 33.33
2025-08-14 13F Df Dent & Co Inc 53,897 60.38 17,110 51.11
2025-08-26 NP Profunds - Profund Vp Small-cap Growth 270 2.66 86 -3.41
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 18,970 18.05 5,955 -1.05
2025-08-18 13F Wolverine Trading, Llc Call 1,100 345
2025-08-14 13F Two Sigma Investments, Lp 3,200 300.00 1,016 277.32
2025-08-15 13F Tower Research Capital LLC (TRC) 1,499 372.87 476 348.11
2025-06-26 NP JHSC - John Hancock Multifactor Small Cap ETF 2,413 712
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 29,182 2.85 8,609 -18.64
2025-06-25 NP DISSX - BNY Mellon Smallcap Stock Index Fund Investor Shares 7,824 2,308
2025-08-14 13F Glenmede Investment Management, LP 1,444 458
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 12,766 4,053
2025-07-16 13F Signaturefd, Llc 52 26.83 17 23.08
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 2,217 7.73 704 1.44
2025-08-12 13F Charles Schwab Investment Management Inc 127,963 1.07 40,622 -4.77
2025-08-12 13F Argent Trust Co 1,533 14.92 487 8.24
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 2,690 7.56 854 1.31
2025-08-12 13F Public Sector Pension Investment Board 40,113 7.65 12,734 1.43
2025-08-07 13F Resources Investment Advisors, LLC. 2,210 0.27 702 -5.53
2025-08-11 13F Bell Investment Advisors, Inc 5 66.67 2 0.00
2025-07-29 NP EBI - Longview Advantage ETF 145 2,800.00 46 4,400.00
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 2,192 2.57 696 -3.34
2025-07-28 NP RWJ - Invesco S&P SmallCap 600 Revenue 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 3,262 1,024
2025-07-09 13F Dudley & Shanley, Inc. 55,175 69.61 17,515 59.82
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 17 6.25 5 0.00
2025-07-09 13F Harbor Capital Advisors, Inc. 24 14.29 0
2025-07-17 13F Clean Yield Group 13,600 7.54 4,317 1.34
2025-08-12 13F Champlain Investment Partners, LLC 248,632 54.62 78,928 45.69
2025-08-14 13F GWM Advisors LLC 1,766 1.26 561 -4.60
2025-07-25 13F LRI Investments, LLC 34 100.00 11 100.00
2025-07-28 NP NBSM - Neuberger Berman Small-Mid Cap ETF 5,432 1,705
2025-04-28 NP GMAYX - GMO Small Cap Quality Fund Class I 18,971 5.51 7,104 -4.27
2025-08-14 13F Schonfeld Strategic Advisors LLC 6,846 583.23 2,173 544.81
2025-08-13 13F Amundi 20,866 10.18 7,026 9.94
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 326 16.43 96 -7.69
2025-08-14 13F Xponance, Inc. 914 2.93 290 -3.01
2025-08-06 13F Rialto Wealth Management, LLC 2 1
2025-08-13 13F RWC Asset Management LLP 986 313
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 19,409 1.88 5,726 -19.41
2025-07-25 NP FNDB - Schwab Fundamental U.S. Broad Market Index ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 145 11.54 46 -6.25
2025-08-14 13F Royal Bank Of Canada 91,107 16.92 28,922 10.17
2025-08-08 13F Tortoise Investment Management, LLC 11 3
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 620 6.90 197 0.51
2025-08-13 NP FLSPX - SPECTRUM FUND Retail Class 0 -100.00 0 -100.00
2025-08-14 13F Susquehanna Portfolio Strategies, LLC 1,000 317
2025-07-15 13F Maseco Llp 94 30
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 50 4.17 15 -17.65
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 1,730 3.90 549 -1.96
2025-08-06 13F Resona Asset Management Co.,Ltd. 597 20.12 187 12.65
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 4,180 3.06 1,327 -2.93
2025-08-08 13F Atlantic Trust, LLC 1 0
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 1,925 11.59 604 -6.36
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 83 2.47 28 0.00
2025-08-01 13F Rossby Financial, LCC 5 2
2025-08-25 NP MSGGX - Meridian Small Cap Growth Fund Legacy Class 10,802 117.39 3,429 104.84
2025-08-14 13F Macquarie Group Ltd 329,456 2.42 104,586 -3.49
2025-08-25 NP MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class 582 185
2025-08-20 NP WMCVX - Wasatch Small Cap Value Fund Investor Class shares This fund is a listed as child fund of Wasatch Advisors 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 133,815 15.93 42,480 9.23
2025-08-14 13F Synovus Financial Corp 1,956 2.14 621 -3.88
2025-08-14 13F Balyasny Asset Management Llc 9,847 65.77 3,126 56.17
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 182,571 1.69 57,957 -4.18
2025-08-13 13F Russell Investments Group, Ltd. 254 2.01 81 -3.61
2025-08-13 13F Jump Financial, LLC 16,569 572.99 5,260 534.38
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 196 3.70 62 -1.59
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 966 9.90 285 -13.15
2025-08-14 13F Wasatch Advisors Inc 984,193 3.64 312,432 -2.35
2025-08-14 13F Millennium Management Llc 5,007 1,589
2025-07-15 13F Fortitude Family Office, LLC 3 1
2025-08-14 13F Bank Of America Corp /de/ 147,463 23.83 46,812 16.68
2025-08-04 13F Hantz Financial Services, Inc. 8 700.00 0
2025-08-04 13F Simon Quick Advisors, Llc 741 1.79 235 -4.08
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 55 17
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 817 5.56 259 -0.38
2025-07-18 13F Dogwood Wealth Management LLC 14 5
2025-08-04 13F Amalgamated Bank 3,353 0.21 1 0.00
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 99 0
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 793 45.50 234 14.78
2025-08-15 13F Caxton Associates Llp 2,573 817
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 3,023 7.54 960 1.27
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 728 229
2025-08-21 NP MXLSX - Great-West Loomis Sayles Small Cap Value Fund Investor Class 9,985 10.91 3,170 4.48
2025-06-30 NP GUSYX - Grandeur Peak US Stalwarts Fund Institutional Class 5,672 1,673
2025-08-14 13F D. E. Shaw & Co., Inc. Put 5,800 1,841
2025-08-14 13F/A Skopos Labs, Inc. 32 433.33 10 400.00
2025-08-26 NP FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF 782 1.56 248 -4.25
2025-08-14 13F D. E. Shaw & Co., Inc. 2,371 61.18 753 51.92
2025-06-27 NP RSSL - Global X Russell 2000 ETF 7,104 6.32 2,096 -15.90
2025-08-14 13F D. E. Shaw & Co., Inc. Call 7,500 2,381
2025-08-12 13F Entropy Technologies, LP 1,146 364
2025-08-13 13F Arizona State Retirement System 3,437 2.02 1,091 -3.88
2025-08-26 13F/A Thrivent Financial For Lutherans 8,659 0.37 3 0.00
2025-08-12 13F Legal & General Group Plc 72,573 6.81 23,038 0.64
2025-08-18 13F/A National Bank Of Canada /fi/ 16 433.33 5
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 8,659 0.37 2,749 -5.44
2025-06-23 NP PSSMX - SmallCap S&P 600 Index Fund R-3 11,408 3,365
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 2,837 2.60 837 -18.91
2025-07-30 13F Conestoga Capital Advisors, LLC 222,051 0.38 70,490 -5.42
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 64,105 0.48 20,123 -15.77
2025-08-13 13F MetLife Investment Management, LLC 6,989 2.25 2,219 -3.65
2025-08-14 13F Susquehanna International Group, Llp 17,572 25.53 5,578 18.28
2025-08-14 13F Voya Investment Management Llc 3,190 2.15 1,013 -3.80
2025-06-30 NP GPRIX - Grandeur Peak Global Reach Fund Institutional Class 910 268
2025-08-19 13F State of Wyoming 713 226
2025-06-30 NP GGSOX - Grandeur Peak Global Stalwarts Fund Investor Class 2,097 619
2025-07-25 13F Hemington Wealth Management 9 80.00 0
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 4,159 11.26 1,227 -11.99
2025-06-27 NP BIVIX - Invenomic Fund Institutional Class shares Short -57,665 50.75 -17,011 19.27
2025-08-13 13F Bare Financial Services, Inc 22 7
2025-06-26 NP OWSMX - Old Westbury Small & Mid Cap Strategies Fund 60,000 100.07 17,700 58.28
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 314 25.60 100 17.86
2025-07-24 13F Blair William & Co/il 11,673 0.34 3,706 -5.46
2025-08-20 NP WALSX - Wasatch Long/Short Alpha Fund Investor Class Shares This fund is a listed as child fund of Wasatch Advisors 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 7,930 28.67 2,517 21.24
2025-08-07 13F Allworth Financial LP 55 1.85 17 0.00
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 377,369 2.17 119,796 -3.74
2025-08-13 13F Loomis Sayles & Co L P 87,644 3.72 27,823 99,264.29
2025-08-14 13F Ameriprise Financial Inc 98,230 4.27 31,178 -1.76
2025-06-26 NP CRSSX - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 5,085 1,500
2025-07-17 13F Janney Montgomery Scott LLC 702 1.01 0
2025-08-08 13F Hartland & Co., LLC 107 34
2025-07-25 13F Oregon Public Employees Retirement Fund 2,687 1.43 853 -4.48
2025-07-28 NP VCSLX - Small Cap Index Fund 4,900 9.42 1,538 -8.23
2025-07-30 13F DekaBank Deutsche Girozentrale 23,500 4.44 7 0.00
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 28 3.70 9 -11.11
2025-07-25 13F Yousif Capital Management, Llc 4,433 1.26 1,407 -4.55
2025-08-13 13F FORA Capital, LLC 695 221
2025-06-27 NP OTTRX - Otter Creek Long/Short Opportunity Fund Institutional Class Short -7,500 -2,212
2025-08-27 NP PFSVX - PartnerSelect SBH Focused Small Value Fund Institutional Class 1,397 443
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 1,489 3.26 473 -2.68
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 58,830 9.59 18,467 -8.14
2025-08-27 NP TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund Short -3,940 -14.35 -1,251 -19.30
2025-08-12 13F Rhumbline Advisers 34,903 4.54 11,080 -1.50
2025-08-05 13F Huntington National Bank 124 148.00 39 143.75
2025-07-24 13F CWM Advisors, LLC 1,247 23.10 396 15.84
2025-08-13 13F Quantbot Technologies LP 12,746 16.20 4,046 9.50
2025-06-26 NP MSTVX - Morningstar Alternatives Fund 2 1
2025-05-15 13F Glenmede Trust Co Na 1,333 86.96 449 83.27
2025-08-14 13F Two Sigma Securities, Llc 1,274 404
2025-08-28 NP MMTM - SPDR S&P 1500 Momentum Tilt ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 34 11
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 576 4.92 170 -17.16
2025-08-27 NP BOTT - Themes Robotics & Automation ETF 75 38.89 24 27.78
2025-08-08 13F Crossmark Global Holdings, Inc. 662 210
2025-07-24 13F Callan Family Office, LLC 15,055 1,094.84 4,779 1,027.12
2025-07-29 NP GMBVX - GMO Small Cap Quality Fund Class R6 25,814 8,103
2025-08-13 13F Kilter Group LLC 5 2
2025-07-30 13F Ethic Inc. 976 28.25 306 17.24
2025-08-14 13F Price T Rowe Associates Inc /md/ 189,406 0.39 60 -4.76
2025-07-01 13F Harbor Investment Advisory, Llc 174 55.36 55 48.65
2025-08-26 NP Profunds - Profund Vp Small-cap 27 3.85 9 0.00
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 2,248 17.39 663 -7.14
2025-08-14 13F Axa S.a. 18,184 0.25 5,773 -5.55
2025-08-28 NP TPSC - Timothy Plan US Small Cap Core ETF 1,283 8.09 407 2.01
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 8,899 3.49 2,825 -2.52
2025-08-13 13F Norges Bank 126,064 40,019
2025-05-20 NP RIFBX - U.S. Small Cap Equity Fund 0 -100.00 0 -100.00
2025-08-13 13F Cerity Partners LLC 3,804 267.18 1,208 245.85
2025-05-20 NP RIFAX - U.S. Strategic Equity Fund 0 -100.00 0 -100.00
2025-08-28 NP CIPSX - CHAMPLAIN SMALL COMPANY FUND ADVISOR SHARES 80,000 45.45 25,396 37.05
2025-08-14 13F Hancock Whitney Corp 1,225 4.52 389 -1.52
2025-08-01 13F Bessemer Group Inc 4,462 56.89 1
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 1,104 12.08 350 5.74
2025-08-13 13F State Board Of Administration Of Florida Retirement System 3,117 130.04 989 116.89
2025-08-21 NP IBOT - VanEck Robotics ETF 473 150
2025-08-11 13F Aptus Capital Advisors, LLC 35,577 9.66 11,294 3.32
2025-06-30 NP CAFG - Pacer US Small Cap Cash Cows Growth Leaders ETF 756 223
2025-07-11 13F Diversified Trust Co 2,937 62.53 932 53.29
2025-08-29 NP QSML - WisdomTree U.S. SmallCap Quality Growth Fund 136 8.80 43 2.38
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 13,648 0.84 4,333 -4.98
2025-08-12 13F Associated Banc-corp 637 3.41 202 -2.42
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 5,879 97.02 1,734 55.94
2025-07-23 13F High Note Wealth, LLC 11 3
2025-08-12 13F Prudential Financial Inc 12,197 6.39 3,872 0.23
2025-08-12 13F MAI Capital Management 135 10.66 43 2.44
2025-08-11 13F Semanteon Capital Management, LP 4,495 1,427
2025-08-14 13F/A Barclays Plc 23,317 17.09 7 16.67
2025-08-08 13F Massachusetts Financial Services Co /ma/ 61,288 19,456
2025-08-13 13F Capital World Investors 311,280 2.86 98,816 -3.08
2025-08-14 13F Quarry LP 5 2
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 24 14.29 7 0.00
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 6,000 15.38 1,905 8.74
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 6,465 2.39 2,045 -3.63
2025-08-12 13F Pathstone Holdings, LLC 2,324 14.60 738 7.91
2025-06-30 NP BULD - Pacer BlueStar Engineering the Future ETF 6 50.00 2 0.00
2025-08-12 13F CIBC Private Wealth Group, LLC 730 3,955.56 232 4,520.00
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 1,806 1.86 573 -4.02
2025-08-04 13F Pensionmark Financial Group, Llc 1,484 471
2025-08-15 13F Morgan Stanley 381,270 19.39 121,035 12.49
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 5,450 0.89 1,730 -4.89
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 14,558 1.79 4,621 -4.09
2025-08-14 13F Bnp Paribas Arbitrage, Sa 11,662 316.20 3,702 292.16
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 271 11.98 86 6.17
2025-08-14 13F Ubs Asset Management Americas Inc 37,572 21.30 11,927 14.30
2025-08-13 13F Grandeur Peak Global Advisors, LLC 15,959 5,066
2025-07-31 13F MQS Management LLC 735 233
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 732 1.95 216 -19.48
2025-08-12 13F Handelsbanken Fonder AB 78,079 6.84 25 0.00
2025-08-14 13F Voloridge Investment Management, Llc 30,334 9,630
2025-08-13 13F New York State Common Retirement Fund 4,099 10.81 1 0.00
2025-08-14 13F Sei Investments Co 95,385 1.32 30,280 -4.53
2025-06-20 NP JSMD - Janus Henderson Small/Mid Cap Growth Alpha ETF 5,841 42.08 1,723 12.47
2025-07-16 13F State of Alaska, Department of Revenue 7,015 7.79 2 0.00
2025-07-28 13F Harbour Investments, Inc. 95 1.06 30 -3.23
2025-06-23 NP SGPIX - Small-cap Growth Profund Investor Class 72 21
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
2025-08-08 13F Wealth Alliance 866 6.39 275 0.00
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 1 0
2025-08-14 13F Aster Capital Management (DIFC) Ltd 9 3
2025-07-21 13F Hilltop National Bank 196 161.33 62 148.00
2025-06-25 NP QIDX - Indexperts Quality Earnings Focused ETF 252 135.51 74 89.74
2025-08-04 13F Atria Investments Llc 5,941 0.08 1,886 -5.70
2025-08-08 13F Geode Capital Management, Llc 279,013 1.51 88,583 -4.36
2025-06-27 NP OSCV - Opus Small Cap Value ETF 33,620 12.72 9,918 -10.83
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 20,424 2.23 6,484 -3.68
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 21,704 0.57 6,813 -15.70
2025-08-12 13F American Century Companies Inc 2,798 7.99 888 1.72
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 2,373 1.02 753 -4.80
2025-08-27 NP BBTSX - Bridge Builder Tax Managed Small/Mid Cap Fund 6,304 2,001
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 2,161 18.93 637 -5.91
2025-08-11 13F Citigroup Inc 25,379 38.56 8,057 30.57
2025-08-12 13F Aigen Investment Management, Lp 1,341 39.25 426 31.17
2025-08-13 13F Cooper Creek Partners Management Llc 2,892 1
2025-07-25 NP NDVAX - MFS New Discovery Value Fund A 35,727 11,215
2025-07-29 13F Regions Financial Corp 18,403 2.21 5,842 -3.69
2025-08-12 13F Inceptionr Llc 761 242
2025-08-14 13F Smartleaf Asset Management LLC 189 278.00 59 268.75
2025-08-11 13F Vanguard Group Inc 1,334,236 0.12 423,553 -5.66
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 2,447 6.76 777 0.52
2025-08-12 13F SRS Capital Advisors, Inc. 3 1
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 60 1.69 19 0.00
2025-06-26 NP SPEDX - Alger Dynamic Opportunities Fund Class A 0 -100.00 0 -100.00
2025-07-31 13F Quest Partners LLC 70 6,900.00 22
2025-07-16 NP CGMM - Capital Group U.S. Small and Mid Cap ETF Share Class 8,050 260.18 2,527 202.15
2025-08-14 13F Ancora Advisors, LLC 8 3
2025-08-08 13F Cetera Investment Advisers 774 1.84 246 -3.92
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 1,193 88.47 379 77.46
2025-08-08 13F/A Sterling Capital Management LLC 29 141.67 9 125.00
2025-08-26 NP DFDSX - DF Dent Small Cap Growth Fund Investor Shares 8,632 53.46 2,740 44.59
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 1,910 6.05 606 0.00
2025-07-15 13F Sheets Smith Wealth Management 2,360 1.64 749 -4.22
2025-08-14 13F Toroso Investments, LLC 1,353 430
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 29,219 0.14 8,620 -20.78
2025-08-26 NP JPSV - JPMorgan Active Small Cap Value ETF 572 17.94 182 11.04
2025-07-25 NP DCCAX - Delaware Small Cap Core Fund Class A 241,772 4.37 75,895 -12.51
2025-08-13 13F Advantage Alpha Capital Partners LP 8,646 2,745
2025-08-08 13F Pnc Financial Services Group, Inc. 1,198 17.80 380 11.11
2025-08-14 13F Man Group plc 28,985 23.02 9,201 15.91
2025-08-14 13F Peak6 Llc Call 500 159
2025-08-28 NP ESIX - SPDR S&P SmallCap 600 ESG 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 91 29
2025-08-11 13F Covestor Ltd 0 0
2025-08-15 13F SkyView Investment Advisors, LLC 2,864 3.92 1
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware SMID Cap Core Fund Service Class 14,655 2.07 4,652 -3.82
2025-08-14 13F Peak6 Llc 8 3
2025-08-14 13F Peak6 Llc Put 500 159
2025-08-26 NP JDSCX - JPMorgan Small Cap Blend Fund Class I 18,102 5.53 5,746 -0.57
2025-07-25 13F Allspring Global Investments Holdings, LLC 59,244 90.22 19,266 80.28
2025-07-23 13F Maryland State Retirement & Pension System 3,461 0.99 1,099 -4.85
2025-08-28 NP Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 1,353 430
2025-06-27 NP RZG - Invesco S&P SmallCap 600 Pure Growth ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,475 435
2025-07-29 NP GAAVX - GMO Alternative Allocation Fund Class VI 2,620 5.39 822 -11.61
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 5,383 0.60 1,588 -20.45
2025-08-06 13F True Wealth Design, LLC 1 0
2025-08-27 NP RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 113 26.97 36 20.69
2025-07-31 13F Linden Thomas Advisory Services, LLC 2,675 20.22 849 13.35
2025-05-15 13F Texas Permanent School Fund 3,820 1,127
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