LKFN / Lakeland Financial Corporation - Kepemilikan Institusional - Pembeli

Lakeland Financial Corporation
US ˙ NasdaqGS ˙ US5116561003

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Lakeland Financial Corporation meliputi FJ Capital Management LLC, Elevation Series Trust - TrueShares Active Yield ETF, TrueMark Investments, LLC, Susquehanna International Group, Llp, AMALX - Small Cap Dividend Fund G Class, Jupiter Asset Management Ltd, Ieq Capital, Llc, DRW Securities, LLC, Entropy Technologies, LP, LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class, CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class, RUSC - U.S. Small Cap Equity Active ETF, JADMX - Small Cap Opportunities Trust NAV, Annis Gardner Whiting Capital Advisors, LLC, BNP Paribas Asset Management Holding S.A., Skopos Labs, Inc., MAI Capital Management, Atlantic Trust, LLC, ETTOX - E*TRADE No Fee Total Market Index Fund, dan Fortitude Family Office, 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
(%)
2025-05-20 NP RIFBX - U.S. Small Cap Equity Fund 0 -100.00 0 -100.00
2025-08-14 13F Nfj Investment Group, Llc 283,690 86.96 17,433 93.28
2025-08-13 13F Jones Financial Companies Lllp 2,268 13.40 139 15.83
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 155 0
2025-08-12 13F American Century Companies Inc 130,891 0.26 8,043 3.65
2025-08-28 NP KRE - SPDR(R) S&P Regional Banking(SM) 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 200,288 38.98 12,308 43.69
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class 4,172 256
2025-08-14 13F Verition Fund Management LLC 16,189 132.73 995 140.68
2025-08-20 13F Monarch Capital Management Inc/ 154,493 1.13 9,494 4.55
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 1,330 7.09 82 10.96
2025-08-14 13F Two Sigma Advisers, Lp 48,900 150.77 3,005 159.19
2025-07-25 13F Stephens Consulting, LLC 15 200.00 1
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 3,798 6.57 233 10.43
2025-08-14 13F Fuller & Thaler Asset Management, Inc. 335,901 18.44 20,641 22.45
2025-08-22 NP KVALX - KENNEDY CAPITAL SMALL CAP VALUE FUND Institutional Class Shares 4,078 33.66 251 38.12
2025-07-28 NP AVSC - Avantis U.S. Small Cap Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 50,047 11.85 2,996 0.84
2025-07-11 13F Farther Finance Advisors, LLC 2 100.00 0
2025-08-14 13F Two Sigma Investments, Lp 130,488 93.52 8,018 100.10
2025-08-27 NP Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A 83,034 18.16 5,102 22.15
2025-08-26 NP QABA - First Trust NASDAQ ABA Community Bank Index 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 16,310 4.44 1,002 7.97
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 60 1.69 4 0.00
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 2,994 20.82 167 -1.19
2025-07-07 13F Retirement Wealth Solutions LLC 257 0.39 16 0.00
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 63,837 4.57 3,554 -14.45
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 7,587 1.65 422 -16.77
2025-08-11 13F CBIZ Investment Advisory Services, LLC 457 0.44 28 3.70
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 47,815 1.28 2,863 -8.71
2025-06-27 NP RSSL - Global X Russell 2000 ETF 15,131 6.80 842 -12.56
2025-07-25 NP SCHD - Schwab U.S. Dividend Equity 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 731,330 9.04 43,785 -1.70
2025-08-12 13F Global Retirement Partners, LLC 452 30.64 28 17.39
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 5,785 10.44 322 -9.55
2025-08-28 NP IWO - iShares Russell 2000 Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 122,282 821.01 7,514 852.34
2025-05-29 NP TPSC - Timothy Plan US Small Cap Core ETF 6,268 13.14 373 -2.11
2025-08-14 13F Ubs Asset Management Americas Inc 71,555 46.62 4,397 51.62
2025-07-24 13F IFP Advisors, Inc 159 5,200.00 10
2025-08-28 NP KBE - SPDR(R) S&P Bank 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 174,775 6.82 10,740 10.43
2025-08-14 13F Susquehanna International Group, Llp Put 12,800 787
2025-08-26 NP Profunds - Profund Vp Banks 502 34.95 31 36.36
2025-06-27 NP OSCV - Opus Small Cap Value ETF 125,479 12.84 6,985 -7.67
2025-07-29 NP EBI - Longview Advantage ETF 216 2,600.00 13
2025-07-24 NP ONEQ - Fidelity Nasdaq Composite Index Tracking Stock This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9,183 0.44 550 -9.56
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 139,739 0.59 8,366 -9.31
2025-08-14 13F Susquehanna International Group, Llp 49,088 14.40 3,016 18.27
2025-08-12 13F Public Sector Pension Investment Board 87,104 7.62 5,353 11.27
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 9,594 918.47 590 970.91
2025-08-14 13F Sei Investments Co 41,221 11.13 2,533 14.88
2025-08-07 13F Parkside Financial Bank & Trust 442 248.03 27 285.71
2025-08-13 13F MetLife Investment Management, LLC 15,720 7.94 966 11.56
2025-08-08 13F Geode Capital Management, Llc 622,041 0.08 38,229 3.46
2025-07-25 13F Sippican Capital Advisors 23,724 9.78 1,458 13.47
2025-08-14 13F UBS Group AG 62,699 48.28 3,853 53.28
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 278 7.34 17 13.33
2025-08-14 13F Bnp Paribas Arbitrage, Sa 18,632 29.16 1,145 33.49
2025-07-15 13F Fortitude Family Office, LLC 3 0
2025-07-24 13F Ronald Blue Trust, Inc. 475 3.49 29 7.41
2025-08-06 13F Rialto Wealth Management, LLC 1 0
2025-08-12 13F Nuveen, LLC 85,903 6.48 5,279 10.07
2025-06-23 NP PPNMX - SmallCap Growth Fund I R-3 175 1.16 10 -18.18
2025-08-12 13F Ameritas Investment Partners, Inc. 2,617 5.99 161 9.59
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 44,415 7.59 2,729 11.25
2025-08-26 NP Profunds - Profund Vp Small-cap Value 257 0.39 16 0.00
2025-08-14 13F FJ Capital Management LLC 21,793 1,339
2025-06-26 NP ISCV - iShares Morningstar Small-Cap Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,679 5.68 149 -13.37
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 304 60.00 17 33.33
2025-08-26 NP PQNAX - AllianzGI NFJ Mid-Cap Value Fund A 193,373 93.92 11,883 100.47
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 456 10.14 28 16.67
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 11,031 1.79 678 5.12
2025-08-13 13F Russell Investments Group, Ltd. 14,664 13.45 901 17.32
2025-08-26 NP Profunds - Profund Vp Small-cap 59 5.36 4 0.00
2025-08-12 13F Prudential Financial Inc 26,638 6.86 1,932 30.45
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 194 12
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 3,244 6.75 199 10.56
2025-07-28 NP NBGNX - Neuberger Berman Genesis Fund Investor Class 827,124 1.36 49,520 -8.62
2025-07-09 13F Harbor Capital Advisors, Inc. 109 31.33 0
2025-08-20 NP RUSC - U.S. Small Cap Equity Active ETF 712 44
2025-08-13 13F Arizona State Retirement System 7,581 3.88 466 7.39
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 36,011 7.68 2,156 -2.97
2025-08-12 13F Charles Schwab Investment Management Inc 1,023,432 2.44 62,890 5.91
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 2,958 26.09 165 3.14
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 5,768 8.99 354 12.74
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 6,562 7.49 403 11.33
2025-08-28 NP SPSM - SPDR(R) Portfolio Small Cap 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 221,286 0.56 13,598 3.96
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 131 3.97 8 14.29
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 2,826 2.47 157 -16.04
2025-08-28 NP Elevation Series Trust - TrueShares Active Yield ETF 15,445 949
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 18,792 0.29 1,155 3.68
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 738 44
2025-08-26 NP PCVAX - AllianzGI NFJ Small-Cap Value Fund A 84,089 72.11 5,167 77.93
2025-08-14 13F Manufacturers Life Insurance Company, The 12,804 1.06 787 4.38
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 11,894 4.05 731 7.51
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 10,049 26.12 559 3.14
2025-07-22 13F Bay Harbor Wealth Management, LLC 1 0
2025-08-15 13F Tower Research Capital LLC (TRC) 12,259 1,245.66 753 1,294.44
2025-06-18 NP REBYX - U.S. Small Cap Equity Fund Class Y 0 -100.00 0 -100.00
2025-08-14 13F State Street Corp 1,354,542 4.41 83,237 7.94
2025-08-14 13F Qube Research & Technologies Ltd 115,866 44.37 7,120 49.25
2025-08-13 13F EverSource Wealth Advisors, LLC 630 1,212.50 39 1,800.00
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 367 23
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 61,733 2.66 3,437 -16.01
2025-08-12 13F Entropy Technologies, LP 4,300 264
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 23,255 11.88 1,429 14.14
2025-08-14 13F Aqr Capital Management Llc 95,740 195.25 5,883 205.29
2025-08-12 13F Deutsche Bank Ag\ 34,118 19.72 2,097 23.80
2025-08-13 13F Jump Financial, LLC 3,670 226
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 4,914 2.29 302 5.61
2025-08-01 13F Teacher Retirement System Of Texas 4,971 28.88 305 33.19
2025-08-06 13F First Horizon Advisors, Inc. 925 3.12 57 5.66
2025-08-11 13F Mach-1 Financial Group, Inc. 4,982 306
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 6,849 11.75 421 15.38
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 8,776 11.61 489 -8.61
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 556 5.10 34 9.68
2025-07-23 NP CFSLX - Column Small Cap Fund 1,952 12.90 117 1.75
2025-07-29 13F TrueMark Investments, LLC 15,445 949
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 12,535 8.75 770 12.41
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-04 13F Hantz Financial Services, Inc. 128 56.10 0
2025-08-12 13F Proequities, Inc. 0 0
2025-08-13 13F Fi3 FINANCIAL ADVISORS, LLC 11,232 2.03 690 5.50
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 398,876 3.05 24,511 6.54
2025-07-25 13F Yousif Capital Management, Llc 9,545 0.19 587 3.53
2025-08-12 13F Trexquant Investment LP 39,368 55.26 2,419 60.52
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 3,148 46.08 188 31.47
2025-08-28 NP AMALX - Small Cap Dividend Fund G Class 10,515 646
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 1,792 4.37 110 7.84
2025-08-08 13F Atlantic Trust, LLC 12 1
2025-07-24 13F CWM Advisors, LLC 6,328 9.52 389 13.12
2025-07-23 NP CFSSX - Column Small Cap Select Fund 11,304 24.08 677 11.92
2025-08-14 13F Citadel Advisors Llc 89,452 3.09 5,497 6.57
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 9,090 3.98 559 7.51
2025-08-12 13F Jpmorgan Chase & Co 66,818 21.83 4,106 25.96
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 124,916 9.75 7,479 -1.06
2025-07-28 NP MCSCX - M3Sixty Small Cap Growth Fund Institutional Class Shares 1,286 7.80 77 -3.80
2025-08-08 13F Jupiter Asset Management Ltd 9,722 597
2025-05-15 13F Texas Permanent School Fund 13,089 729
2025-08-08 13F SG Americas Securities, LLC 6,611 19.94 0
2025-08-14 13F/A Skopos Labs, Inc. 46 3
2025-08-14 13F D. E. Shaw & Co., Inc. 68,113 10.33 4,186 14.06
2025-08-14 13F DRW Securities, LLC 4,466 274
2025-07-28 NP HDG - ProShares Hedge Replication ETF 33 13.79 2 0.00
2025-07-31 13F Whipplewood Advisors, LLC 46 557.14 3 0.00
2025-08-29 NP FTHNX - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares 319,212 20.45 19,616 24.52
2025-08-12 13F Rhumbline Advisers 81,415 2.06 5,003 5.51
2025-09-04 13F/A Advisor Group Holdings, Inc. 469 185.98 29 211.11
2025-08-14 13F Millennium Management Llc 343,340 72.25 21,098 78.09
2025-08-14 13F Ieq Capital, Llc 9,031 555
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 3,911 3.33 240 7.14
2025-08-11 13F Aptus Capital Advisors, LLC 132,845 9.86 8,163 13.58
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 24,952 1.68 1,533 5.14
2025-08-14 13F Rafferty Asset Management, LLC 27,336 51.48 1,680 56.62
2025-08-15 13F Captrust Financial Advisors 5,037 19.73 310 23.60
2025-07-29 NP ISMD - Inspire Small/Mid Cap Impact ETF 6,011 8.95 360 -1.91
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 1,828 15.70 102 -5.61
2025-06-24 NP SFSNX - Schwab Fundamental US Small Company Index Fund Institutional Shares 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 11,091 3.26 617 -15.48
2025-08-07 13F Allworth Financial LP 127 36.56 8 40.00
2025-07-28 NP VCSLX - Small Cap Index Fund 10,342 8.82 619 -1.90
2025-08-14 13F Bank Of America Corp /de/ 190,134 38.20 11,684 42.88
2025-08-26 NP Profunds - Profund Vp Small-cap Growth 317 2.59 19 5.56
2025-08-06 13F Commonwealth Equity Services, Llc 3,279 0
2025-08-12 13F O'shaughnessy Asset Management, Llc 7,435 87.37 457 94.04
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 108 30.12 6 20.00
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 1,214 3.85 68 -15.19
2025-08-08 13F Hartland & Co., LLC 352 84.29 22 90.91
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 36 2.86 2 0.00
2025-08-14 13F Smartleaf Asset Management LLC 9,960 3.02 611 4.98
2025-08-25 13F/A Neuberger Berman Group LLC 1,512,029 20.69 92,914 24.77
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 29,754 7.29 1,828 10.92
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 2,402 16.83 148 20.49
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 18,817 3.29 1,156 6.84
2025-08-28 NP QCSTRX - Stock Account Class R1 29,060 165.63 1,786 174.62
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 9,668 8.37 594 12.08
2025-08-07 13F ProShare Advisors LLC 105,663 1,699.44 6,493 1,760.17
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 74,570 8.39 4,151 -11.30
2025-08-27 NP PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 22,928 0.88 1,409 4.30
2025-07-28 13F Harbour Investments, Inc. 1,991 0.05 122 3.39
2025-08-14 13F Point72 Asset Management, L.P. 8,849 2.14 544 5.44
2025-08-04 13F Arkadios Wealth Advisors 3,947 0.13 243 3.42
2025-08-14 13F Snowden Capital Advisors LLC 8,697 4.24 534 7.88
2025-08-14 13F Winton Capital Group Ltd 20,460 18.03 1,257 22.04
2025-08-14 13F Fmr Llc 138,063 1.76 8,484 5.21
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 482 372.55 30 383.33
2025-08-12 13F MAI Capital Management 13 1
2025-08-13 13F ExodusPoint Capital Management, LP 37,539 9.75 2 0.00
2025-08-14 13F Voloridge Investment Management, Llc 103,839 14.28 6,381 18.15
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 4,836 14.60 297 18.80
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 129,856 8.06 7,980 11.70
2025-08-12 13F Legal & General Group Plc 70,421 0.97 4,327 4.39
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 253,536 2.99 14,114 -15.73
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 704 31.34 43 38.71
2025-08-25 NP AIRR - First Trust RBA American Industrial Renaissance(TM) 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 322,947 19,845
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 4,309 5.79 258 -4.81
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 4,917 1.97 302 5.59
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 1,074 30.02 64 18.52
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 4,157 31.68 249 18.66
2025-07-25 13F Cwm, Llc 4,138 555.78 0
2025-08-14 13F Voya Investment Management Llc 7,075 1.07 435 4.33
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 2,303 1,040.10 142 1,075.00
2025-08-11 13F HighTower Advisors, LLC 8,593 6.82 528 10.46
2025-08-22 NP FESM - Fidelity Enhanced Small Cap ETF 112,672 4.93 6,924 8.48
2025-07-14 13F Kfg Wealth Management, Llc 12,837 2.47 789 5.91
2025-08-26 13F/A Thrivent Financial For Lutherans 24,666 31.64 2 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 4,835 18.22 269 -3.24
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 2,617 5.99 161 9.59
2025-08-01 13F SYM FINANCIAL Corp 19,796 0.75 1,216 4.20
2025-08-14 13F Engineers Gate Manager LP 4,130 254
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 849 3.16 52 8.33
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 1,791 4,740.54 100 4,850.00
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 520 6.12 31 -3.12
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 7 0
2025-08-14 13F/A Barclays Plc 59,705 58.47 4 50.00
2025-08-14 13F California State Teachers Retirement System 23,574 2.01 1,449 5.46
2025-07-16 13F State of Alaska, Department of Revenue 15,220 7.68 1
2025-08-18 13F Geneos Wealth Management Inc. 162 0.62 10 0.00
2025-08-27 13F/A Squarepoint Ops LLC 52,985 49.35 3,256 54.41
2025-04-28 NP BFOR - Barron's 400 ETF 5,465 1.20 363 -8.59
2025-08-08 13F TD Capital Management LLC 31 3.33 2 0.00
2025-08-13 13F First Trust Advisors Lp 383,525 403.62 23,568 420.70
2025-08-14 13F Price T Rowe Associates Inc /md/ 23,161 12.52 1 0.00
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