KVYO / Klaviyo, Inc. - Kepemilikan Institusional - Pembeli

Klaviyo, Inc.
US ˙ NYSE ˙ US49845K1016

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Klaviyo, Inc. meliputi Cooper Creek Partners Management Llc, 12 West Capital Management LP, Fiera Capital Corp, JATTX - Janus Henderson Triton Fund Class T, ArrowMark Colorado Holdings LLC, Delta Global Management LP, Quantinno Capital Management LP, Twin Focus Capital Partners, Llc, VEXPX - VANGUARD EXPLORER FUND Investor Shares, Longaeva Partners L.P., Fortress Investment Group LLC, Burkehill Global Management, LP, Ararat Capital Management, LP, BBGSX - Bridge Builder Small/Mid Cap Growth Fund, Goodnow Investment Group, Llc, MERDX - MERIDIAN GROWTH FUND Legacy Class, Susquehanna Portfolio Strategies, LLC, VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio, Envestnet Asset Management Inc, dan RSEGX - Victory RS Small Cap Growth Fund Class A .

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
(%)
2025-08-14 13F Two Sigma Advisers, Lp 1,420,700 60.48 47,707 78.08
2025-08-08 13F Geode Capital Management, Llc 1,255,809 31.32 42,181 45.70
2025-07-11 13F Farther Finance Advisors, LLC 9 0
2025-08-11 13F B. Metzler seel. Sohn & Co. AG 88,554 48.73 2,974 65.07
2025-08-14 13F Ararat Capital Management, LP 282,838 9,498
2025-08-26 NP SAOOX - Overlay A Portfolio Class 1 3,273 13.76 110 25.29
2025-04-29 NP WPGHX - WPG Partners Select Hedged Fund Institutional 0 -100.00 0 -100.00
2025-08-14 13F Two Sigma Investments, Lp 1,130,866 48.59 37,974 64.89
2025-08-12 13F Elo Mutual Pension Insurance Co 25,083 842
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 58,484 15.54 1,964 28.22
2025-08-12 13F Main Management ETF Advisors, LLC 22,723 1.66 1
2025-08-27 NP JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 336,816 75.96 11,310 95.27
2025-08-12 13F LPL Financial LLC 7,231 243
2025-07-29 13F Virginia Retirement Systems Et Al 31,100 364.18 1,044 416.83
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 426,250 12.56 14,492 -2.67
2025-08-19 NP RIFBX - U.S. Small Cap Equity Fund 1,647 55
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 29,614 0.86 994 11.94
2025-07-28 NP VCSTX - Science & Technology Fund 466,355 21.63 15,856 5.17
2025-06-30 NP TRFM - AAM Transformers ETF 4,980 22.00 152 -19.25
2025-03-26 NP FTLS - First Trust Long/Short Equity 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 Short -14,475 -666
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 7,547 256
2025-08-11 13F Citigroup Inc 31,404 227.16 1,055 263.45
2025-08-08 13F Avantax Advisory Services, Inc. 9,915 9.80 333 21.61
2025-08-12 13F American Century Companies Inc 2,685,480 123.41 90,178 147.92
2025-08-14 13F California State Teachers Retirement System 83,103 33.22 2,791 47.85
2025-08-14 13F SummitTX Capital, L.P. 87,208 2,928
2025-08-13 13F Quadrature Capital Ltd 64,153 390.20 2,152 444.56
2025-08-14 13F ArrowMark Colorado Holdings LLC 611,004 20,518
2025-08-14 13F Greenoaks Capital Partners Llc 2,345,580 1.24 78,765 12.35
2025-08-13 13F Renaissance Technologies Llc 1,195,044 22.49 40,130 35.93
2025-08-14 13F Quantinno Capital Management LP 501,149 16,829
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 562 44.10 17 0.00
2025-08-11 13F Vanguard Group Inc 10,728,178 26.69 360,252 40.59
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Digital Evolution Strategy Fund Class Y 2,748 83.20 92 104.44
2025-07-22 NP GTEK - Goldman Sachs Future Tech Leaders Equity ETF 61,521 10.82 2,092 -4.17
2025-08-08 13F Cetera Investment Advisers 21,556 102.29 724 124.53
2025-07-30 13F Whittier Trust Co Of Nevada Inc 83 3
2025-08-13 13F Invesco Ltd. 12,577 86.94 422 107.88
2025-07-24 13F IFP Advisors, Inc 4,952 960.39 176 1,157.14
2025-08-14 13F State Street Corp 713,807 28.85 23,970 42.99
2025-08-27 NP VISGX - Vanguard Small-Cap Growth 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 1,281,544 12.19 43,034 24.50
2025-08-26 NP PENN SERIES FUNDS INC - Smid Cap Growth Fund 29,408 131.87 988 157.70
2025-08-13 13F Victory Capital Management Inc 369,857 4,637.50 12,420 5,162.29
2025-08-22 NP FCLD - Fidelity Cloud Computing ETF 30,537 21.73 1,025 35.05
2025-08-13 13F Arrowstreet Capital, Limited Partnership 1,386,559 21.39 46,561 34.71
2025-07-23 13F Klp Kapitalforvaltning As 19,900 43.17 668 59.05
2025-06-23 NP PPNMX - SmallCap Growth Fund I R-3 267,369 1.14 8,139 -33.09
2025-08-29 NP ETNEX - Eventide Exponential Technologies Fund Class N Share 18,002 605
2025-08-13 13F New York State Common Retirement Fund 322,368 1,979.93 11
2025-08-14 13F Turim 21 Investimentos Ltda. 543 18
2025-08-12 13F Swiss National Bank 181,600 29.90 6,098 44.16
2025-08-01 13F Envestnet Asset Management Inc 105,849 3,554
2025-08-12 13F Charles Schwab Investment Management Inc 608,947 35.27 20,448 50.12
2025-08-06 13F Fox Run Management, L.l.c. 25,382 20.02 852 33.33
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 400,227 35.34 13,440 50.19
2025-08-01 13F Jennison Associates Llc 29,336 985
2025-06-27 NP TMAT - Main Thematic Innovation ETF 22,413 1.40 682 -32.87
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F Caption Management, LLC Put 40,000 1,343
2025-08-14 13F Sciencast Management LP 12,417 417
2025-08-13 13F Capital Fund Management S.a. Call 23,200 779
2025-08-14 13F Colony Group, LLC 928,542 1.19 31,180 12.30
2025-07-31 13F Oppenheimer Asset Management Inc. 11,566 388
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 47,873 38.18 1,608 53.34
2025-08-14 13F Fortress Investment Group LLC 300,000 10,074
2025-08-26 NP AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small Cap Growth Portfolio Class A 26,272 15.68 882 28.38
2025-08-08 13F Creative Planning 18,307 7.67 615 19.46
2025-08-04 13F Atria Investments Llc 6,340 213
2025-08-14 13F Sandia Investment Management LP 15,000 504
2025-08-12 13F Dimensional Fund Advisors Lp 240,595 20.57 8,077 33.75
2025-08-14 13F Verition Fund Management LLC 167,795 58.41 5,635 75.79
2025-08-14 13F Diker Management Llc 80,042 219.63 2,688 254.95
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 165,370 5,553
2025-08-27 NP BBTSX - Bridge Builder Tax Managed Small/Mid Cap Fund 113,865 32.33 3,824 46.87
2025-08-28 NP RSIFX - Victory RS Science and Technology Fund Class A 68,110 2,287
2025-07-31 13F State of New Jersey Common Pension Fund D 55,888 20.10 1,877 33.24
2025-08-08 13F Fiera Capital Corp 1,269,959 42,645
2025-07-22 NP GSMYX - Goldman Sachs Small/Mid Cap Growth Fund Institutional 416,156 39.47 14,149 20.60
2025-08-13 13F Walleye Trading LLC Put 393,000 51.68 13,197 68.32
2025-05-05 13F Lindbrook Capital, Llc 12 0
2025-08-14 13F Raymond James Financial Inc 700,975 28.58 23,539 42.69
2025-07-14 13F GAMMA Investing LLC 30 1
2025-08-13 13F Quantbot Technologies LP 259,094 111.62 8,700 134.88
2025-08-01 13F Teacher Retirement System Of Texas 22,086 89.63 742 110.51
2025-06-26 NP USCAX - Small Cap Stock Fund Shares 6,323 76.97 192 108.70
2025-08-13 13F Capital Fund Management S.a. 166,452 206.03 5,589 239.76
2025-07-24 NP ESML - iShares ESG MSCI 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 27,569 0.67 937 -12.92
2025-08-14 13F Burkehill Global Management, LP 300,000 10,074
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 128,895 22.84 4,382 6.23
2025-08-13 13F Walleye Capital LLC Put 7,900 558.33 265 636.11
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 4,398 134
2025-07-16 13F Signaturefd, Llc 95 295.83 3
2025-08-13 13F Walleye Capital LLC 362,704 768.75 12,180 864.29
2025-06-27 NP LAGWX - LORD ABBETT DEVELOPING GROWTH FUND INC Class A 920,943 39.47 28,034 -7.73
2025-08-12 13F Deutsche Bank Ag\ 96,723 1.90 3,248 13.06
2025-08-06 13F First Horizon Advisors, Inc. 1,101 37
2025-07-23 NP CFSLX - Column Small Cap Fund 16,828 25.35 572 8.54
2025-08-13 13F Arizona State Retirement System 27,749 34.16 932 48.96
2025-08-12 13F Twin Focus Capital Partners, Llc 427,136 14,343
2025-07-29 NP PTL - Inspire 500 ETF 6,076 15.62 207 0.00
2025-06-26 NP DFQTX - U.s. Core Equity 2 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 6,772 206
2025-08-12 13F Picton Mahoney Asset Management 11,849 0
2025-08-14 13F Point72 Asia (Singapore) Pte. Ltd. 209 7
2025-08-04 13F Assetmark, Inc 62,577 316.57 2,101 362.78
2025-08-13 13F Sands Capital Management, Llc 1,109,069 14.01 37,243 26.52
2025-08-14 13F D. E. Shaw & Co., Inc. Put 16,200 544
2025-08-12 13F Clearbridge Investments, LLC 2,026,846 5.79 68,061 17.40
2025-07-28 NP VVSGX - Small Cap Growth Fund 131,700 31.05 4,478 13.31
2025-08-15 13F/A Rakuten Securities, Inc. 109 4
2025-08-14 13F Millennium Management Llc 1,842,047 376.02 61,856 428.27
2025-07-28 13F Liberty Mutual Group Asset Management Inc. 6,398 215
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 204,649 16.05 6,872 28.79
2025-08-14 13F Susquehanna Portfolio Strategies, LLC 127,414 4,279
2025-07-16 NP CGMM - Capital Group U.S. Small and Mid Cap ETF Share Class 57,780 1,965
2025-08-14 13F Vident Advisory, LLC 6,653 223
2025-07-15 13F Fortitude Family Office, LLC 15 1
2025-08-15 13F Morgan Stanley 4,443,649 223.83 149,218 259.36
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 3,048,751 18.77 102,377 31.80
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 376,416 11,458
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 15,214 1,236.91 463 790.38
2025-08-14 13F Legato Capital Management LLC 38,149 12.77 1,281 25.22
2025-08-29 NP STXM - Strive Mid-Cap ETF 474 45.40 16 66.67
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 104,627 7.79 3,513 19.61
2025-08-14 13F Canada Pension Plan Investment Board 30,500 258.82 1,024 298.44
2025-08-14 13F Qube Research & Technologies Ltd 570,595 47.21 19,161 63.37
2025-08-04 13F Keybank National Association/oh 11,253 16.81 378 29.55
2025-08-27 NP VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth 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 114,951 3,860
2025-09-04 13F/A Advisor Group Holdings, Inc. 1,689 317.04 55 358.33
2025-07-23 NP NMCAX - Voya MidCap Opportunities Fund Class A 166,103 105.25 5,648 77.47
2025-08-14 13F Cubist Systematic Strategies, LLC 605,898 282.63 20,346 324.67
2025-07-08 13F Parallel Advisors, LLC 2,606 17,273.33 88
2025-08-26 NP WCMLX - WCM Small Cap Growth Fund Institutional Class Shares 23,363 40.32 785 55.86
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 396,340 13.64 13,309 26.12
2025-06-24 NP APSLX - MainStay Fiera SMID Growth Fund Class C 88,905 2,706
2025-08-14 13F Aqr Capital Management Llc 60,909 413.13 2,045 469.64
2025-08-14 13F Comerica Bank 1,905 227.88 64 270.59
2025-08-26 NP SATOX - Tax-Aware Overlay A Portfolio Class 1 9,858 13.78 331 26.34
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 41,512 1,264
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 929 0
2025-08-11 13F Bell Investment Advisors, Inc 17 30.77 1
2025-08-12 13F Jpmorgan Chase & Co 1,692,854 105.15 56,846 127.66
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 21,731 39.72 661 -7.55
2025-07-25 NP SMDHX - American Funds U.S. Small & Mid Cap Equity Fund Class T 5,713 194
2025-06-26 NP SPEDX - Alger Dynamic Opportunities Fund Class A Short -2,170 -66
2025-08-13 13F Jump Financial, LLC 368,457 243.21 12,373 280.91
2025-08-19 13F State of Wyoming 5,439 295.56 183 343.90
2025-08-12 13F Entropy Technologies, LP 21,865 15.30 734 28.10
2025-08-14 13F Brandywine Managers, Llc 13,038 50.00 438 66.16
2025-08-12 13F Virtu Financial LLC 11,983 0
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 25,286 102.03 849 124.60
2025-08-14 13F Graham Capital Management, L.P. 14,002 470
2025-07-28 13F Twin Tree Management, LP Call 742,000 2,627.94 24,916 2,927.46
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 2,715 143.28 83 60.78
2025-08-13 13F Pictet Asset Management Holding SA 12,722 11.86 427 24.13
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 51,908 13.35 1,765 -2.00
2025-08-13 13F Capital World Investors 6,406 215
2025-08-14 13F Lazard Asset Management Llc 3,716 0
2025-08-14 13F Alliancebernstein L.p. 4,424,249 10.08 148,566 22.15
2025-08-14 13F State Of Wisconsin Investment Board 9,430 25.85 317 39.82
2025-08-27 13F/A Squarepoint Ops LLC 94,290 33.87 3,166 48.57
2025-06-18 NP RSEAX - U.S. Strategic Equity Fund Class A 0 -100.00 0 -100.00
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 4,160 7.00 140 18.80
2025-08-29 NP JAGTX - Janus Henderson Global Technology Fund Class T 434,091 6.64 14,577 3.80
2025-08-14 13F Goldman Sachs Group Inc 1,746,694 52.58 58,654 69.32
2025-06-25 NP PAHTX - PGIM Jennison NextGeneration Global Opportunities Fund Class C 5,227 159
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 4,143 126
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 23,425 1.97 713 -32.48
2025-08-14 13F Ghisallo Capital Management LLC 500,000 16,790
2025-08-12 13F XTX Topco Ltd 77,944 2,617
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 36,027 1.94 1,097 -32.55
2025-08-25 NP SSETX - BNY Mellon Small Cap Growth Fund Class I 4,141 15.54 139 28.70
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 3,194 19.85 107 33.75
2025-08-28 NP CPAEX - Counterpoint Tactical Equity Fund Class A Shares 21,758 75.02 731 94.15
2025-08-11 13F Nomura Asset Management Co Ltd 0 0
2025-07-25 13F JustInvest LLC 8,843 12.15 297 24.37
2025-08-08 13F Glynn Capital Management Llc 705,258 32.99 23,683 47.58
2025-08-14 13F Nebula Research & Development LLC 37,431 64.01 1,257 82.03
2025-07-22 NP GUSA - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2,209 0.18 75 -12.79
2025-08-12 13F BlackRock, Inc. 3,416,886 47.41 114,739 63.58
2025-08-14 13F Price T Rowe Associates Inc /md/ 84,043 243.43 3
2025-07-29 13F Wcm Investment Management, Llc 619,165 58.71 20,463 69.10
2025-08-25 NP NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP Newton Technology Growth Portfolio Service Class 666,585 3.63 22,384 15.00
2025-08-14 13F Delta Global Management LP 553,360 18,582
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 1,636,546 35.16 54,955 49.99
2025-08-05 13F Harel Insurance Investments & Financial Services Ltd. 9,700 0
2025-08-14 13F Schonfeld Strategic Advisors LLC 46,170 68.50 1,550 86.97
2025-08-29 NP JGLTX - Janus Henderson Global Technology Portfolio Service Shares 70,919 9.91 2,381 6.96
2025-08-14 13F Ieq Capital, Llc 105,712 99.16 3,550 120.98
2025-08-26 NP PSGIX - Blackrock Advantage Small Cap Growth Fund Institutional This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,325 463.73 212 443.59
2025-08-14 13F Granahan Investment Management Inc/ma 479,748 16,110
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 23,659 13.58 720 -24.84
2025-05-27 NP GAFCX - Virtus AlphaSimplex Global Alternatives Fund Class C 1,346 61.78 41 17.65
2025-07-24 13F Blair William & Co/il 245,255 6.10 8,236 17.74
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 1,528 20.70 51 34.21
2025-08-12 13F MAI Capital Management 16 1
2025-08-14 13F Stifel Financial Corp 25,657 862
2025-08-26 NP EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB 3,060 30.27 103 43.66
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 47,507 1,446
2025-08-13 13F Sands Capital Ventures, LLC 3,515,065 2.08 118,036 13.28
2025-08-14 13F Petrus Trust Company, LTA 14,900 10.87 500 23.15
2025-08-07 13F Pier 88 Investment Partners Llc 40,980 14.89 1,376 27.53
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 13 0
2025-08-12 13F Legal & General Group Plc 93,215 44.67 3,130 60.60
2025-08-27 NP VQNPX - Vanguard Growth and 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 66,249 66.04 2,225 84.26
2025-04-23 NP BKWO - BNY Mellon Women's Opportunities ETF 4,442 12.51 175 19.18
2025-08-13 13F Northern Trust Corp 248,499 24.78 8,345 38.47
2025-08-28 NP SSBIX - State Street Balanced Index Fund Class K 617 41.19 21 53.85
2025-08-13 13F Kilter Group LLC 42 1
2025-07-24 NP LMGAX - Lord Abbett Growth Opportunities Fund Class A 192,711 78.20 6,552 54.09
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 2,088 70
2025-06-26 NP USMIX - Extended Market Index Fund 7,768 20.53 236 -20.27
2025-08-14 13F Tudor Investment Corp Et Al Call 29,300 28.51 984 42.67
2025-06-26 NP JHMM - John Hancock Multifactor Mid Cap ETF 25,147 57.43 765 4.22
2025-08-14 13F Tudor Investment Corp Et Al 403,219 1,434.44 13,540 1,603.14
2025-08-14 13F Capstone Investment Advisors, Llc 10,882 365
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 14,174 431
2025-08-12 13F Global Retirement Partners, LLC 500 17
2025-08-13 13F Healthcare Of Ontario Pension Plan Trust Fund 827,900 156.63 27,801 184.81
2025-08-14 13F Zimmer Partners, LP 719,636 24,165
2025-08-27 NP CSMEX - Carillon Scout Mid Cap Fund Class A 616,847 28.96 20,714 43.10
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 297 6.07 9 -25.00
2025-08-14 13F Mariner, LLC 74,288 8.49 2,495 20.42
2025-07-25 13F Cwm, Llc 3,558 282.58 0
2025-08-13 13F Norges Bank 1,567,276 52,629
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 2,459 13.90 83 7.89
2025-08-12 13F Ensign Peak Advisors, Inc 4,680 0.34 157 11.35
2025-08-14 13F Prelude Capital Management, Llc 20,614 58.69 692 76.08
2025-07-11 13F Marshall & Sullivan Inc /wa/ 111 4
2025-08-13 13F Marshall Wace, Llp 679,675 81.18 22,823 101.07
2025-08-13 13F Cerity Partners LLC 72,557 2.68 2,436 13.94
2025-08-14 13F Freestone Grove Partners LP 836,424 58.31 28,087 75.69
2025-07-14 13F Counterpoint Mutual Funds LLC 21,758 731
2025-08-15 13F CI Private Wealth, LLC 23,249 1.31 781 12.39
2025-06-26 NP DFEOX - U.s. Core Equity 1 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 1,111 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 48,034 15.54 1,613 28.14
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 2,316,434 13.86 77,786 26.35
2025-08-13 13F Hsbc Holdings Plc 39,920 1,327
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 1,728 7.26 58 20.83
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 31,221 85.30 950 22.58
2025-08-14 13F Eventide Asset Management, Llc 18,019 605
2025-05-30 NP LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC 20,428 618
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 166,137 14.22 5,649 -1.24
2025-08-14 13F Royal Bank Of Canada 793,207 7,825.73 26,636 8,690.76
2025-08-14 13F Fmr Llc 1,534,572 5,207.00 51,531 5,795.88
2025-08-06 13F Savant Capital, LLC 7,976 268
2025-08-29 NP QSML - WisdomTree U.S. SmallCap Quality Growth Fund 965 32
2025-08-07 13F Gryphon Financial Partners LLC 29,088 1.81 977 12.96
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 29,894 20.05 910 -20.61
2025-07-29 NP DTGRX - BNY Mellon Technology Growth Fund Class A 218,754 0.22 7,438 -13.34
2025-08-13 13F Natixis Advisors, L.p. 11,025 0
2025-07-30 NP DTEC - ALPS DISRUPTIVE TECHNOLOGIES ETF 24,625 5.75 837 -8.52
2025-08-27 13F/A Brinker Capital Investments, LLC 37,089 1,245
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 4,550 155
2025-08-14 13F UBS Group AG 525,130 161.77 17,634 190.49
2025-08-14 13F Snowden Capital Advisors LLC 110,334 11.42 3,705 23.66
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4 693 23
2025-08-29 NP JATTX - Janus Henderson Triton Fund Class T 674,348 22,645
2025-08-14 13F Bnp Paribas Arbitrage, Sa 831,834 125.87 27,933 150.65
2025-08-14 13F 12 West Capital Management LP 1,313,000 44,091
2025-08-14 13F Longaeva Partners L.P. 301,503 10,124
2025-08-13 13F Bare Financial Services, Inc 15 1
2025-07-10 13F Moody National Bank Trust Division 35,206 1,182
2025-08-14 13F Goodnow Investment Group, Llc 161,400 5,420
2025-08-13 13F Mount Yale Investment Advisors, LLC 2,647 89
2025-08-14 13F Ubs Asset Management Americas Inc 282,559 90.71 9,488 111.64
2025-06-26 NP CHCLX - AB DISCOVERY GROWTH FUND, INC. Class A 952,547 3.05 28,996 -31.82
2025-08-07 13F Lisanti Capital Growth, LLC 132,405 20.09 4,446 33.27
2025-08-12 13F Aigen Investment Management, Lp 38,405 1,290
2025-08-14 13F Janus Henderson Group Plc 1,464,748 4,406.92 49,184 4,789.07
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 4,204 13.10 128 -25.73
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 52,700 125.21 1,792 94.67
2025-08-13 13F EverSource Wealth Advisors, LLC 208 511.76 7 500.00
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 1,376 46
2025-08-28 NP VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I 12,190 409
2025-07-28 NP AGCVX - Global Small Cap Fund Investor Class 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 14,250 484
2025-08-14 13F Integrated Wealth Concepts LLC 830,451 454.99 27,887 515.99
2025-08-14 13F Point72 Hong Kong Ltd 1,243 1,783.33 42 4,000.00
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 11,509 58.35 350 4.79
2025-08-13 13F Cooper Creek Partners Management Llc 1,700,690 57
2025-08-13 13F Federated Hermes, Inc. 2,911,007 9.03 97,752 21.00
2025-08-14 13F Engineers Gate Manager LP 232,074 26.54 7,793 40.44
2025-08-22 NP FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary 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 42,007 7.99 1,411 19.80
2025-08-27 NP TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund Short -1,883 -63
2025-08-08 13F Larson Financial Group LLC 1,093 37
2025-08-06 13F True Wealth Design, LLC 26 2,500.00 1
2025-08-27 NP OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 21,804 6.58 732 18.26
2025-08-07 13F Illinois Municipal Retirement Fund 22,231 747
2025-08-13 13F First Trust Advisors Lp 988,766 7.95 33,203 19.79
2025-07-15 13F Ballentine Partners, LLC 10,262 345
2025-08-12 13F North Star Asset Management Inc 6,000 201
2025-08-28 NP RSEGX - Victory RS Small Cap Growth Fund Class A 91,390 3,069
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 16,138 190.15 491 92.55
2025-07-17 13F Park Place Capital Corp 37 1
2025-08-19 13F Cape Investment Advisory, Inc. 87 3
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 126,190 37.28 4,237 52.36
2025-08-27 NP OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 9,627 12.91 323 25.68
2025-08-11 13F HighTower Advisors, LLC 34,858 55.57 1,171 72.57
2025-08-14 13F Algert Global Llc 105,150 98.13 4 200.00
2025-08-13 13F Hbk Investments L P 7,500 252
2025-08-12 13F Advisors Asset Management, Inc. 3,032 11.02 102 23.17
2025-08-14 13F Clifford Group, LLC 14,168 2.79 476 13.91
2025-08-25 NP SKYY - First Trust Cloud Computing 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 655,879 9.46 22,024 21.47
2025-08-25 NP MERDX - MERIDIAN GROWTH FUND Legacy Class 133,273 4,475
2025-06-26 NP JHML - John Hancock Multifactor Large Cap ETF 434 13
2025-08-05 13F Simplex Trading, Llc 1,454 0
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 1,792,325 34.95 60,939 16.69
2025-08-14 13F Wells Fargo & Company/mn 137,999 1,691.73 4,634 1,888.84
2025-08-13 13F Northwestern Mutual Wealth Management Co 52 2
2025-08-14 13F Sei Investments Co 59,660 1.77 2,003 12.97
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 489,083 14.02 16,629 -1.41
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