MATV / Mativ Holdings, Inc. - Kepemilikan Institusional - Pembeli

Mativ Holdings, Inc.
US ˙ NYSE

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Mativ Holdings, Inc. meliputi QASCX - Federated MDT Small Cap Core Fund Class A Shares, XSHQ - Invesco S&P SmallCap Quality ETF, Aristeia Capital Llc, PSSMX - SmallCap S&P 600 Index Fund R-3, CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class, Ieq Capital, Llc, SLLAX - SIMT Small Cap Fund Class F, Boston Private Wealth Llc, Corton Capital Inc., MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio, Savant Capital, LLC, ASGCX - Allspring Global Long/Short Equity Fund Class C, JustInvest LLC, Sig Brokerage, Lp, Wealth Enhancement Advisory Services, Llc, Numerai GP LLC, Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF, FSCC - Federated Hermes MDT Small Cap Core ETF, Strategic Wealth Partners, Ltd., 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
(%)
2025-08-14 13F PDT Partners, LLC 98,088 80.71 669 97.63
2025-07-25 NP FNDA - Schwab Fundamental U.S. Small Company 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 227,132 78.13 1,299 50.87
2025-08-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 83,834 482.63 572 44.56
2025-08-28 NP QCSTRX - Stock Account Class R1 697,024 1,899.84 4,754 2,090.32
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 18,879 129
2025-06-26 NP HSMAX - HARTFORD SMALL CAP VALUE FUND Class A 160,605 35.82 821 -27.37
2025-08-14 13F Bridgeway Capital Management Inc 479,198 4.27 3,268 14.15
2025-08-12 13F BlackRock, Inc. 4,295,255 0.87 29,294 10.42
2025-08-12 13F Jpmorgan Chase & Co 563,464 28.88 3,843 41.09
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 278,390 13.34 1,592 -4.10
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 11,339 3.12 77 13.24
2025-06-26 NP FZROX - Fidelity ZERO Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 24,821 0.73 127 -46.38
2025-03-28 NP DCOR - Dimensional US Core Equity 1 ETF 4,100 102.97 39 25.81
2025-08-08 13F Pnc Financial Services Group, Inc. 2,913 23.54 20 35.71
2025-08-14 13F Graham Capital Management, L.P. 90,865 102.27 620 121.86
2025-08-11 13F Empowered Funds, LLC 339,198 6.13 2,313 16.17
2025-08-07 13F Winch Advisory Services, LLC 161 1.26 1
2025-08-13 13F Hsbc Holdings Plc 50,444 29.92 338 39.26
2025-07-29 13F Private Wealth Management Group, LLC 297 14.67 2 100.00
2025-07-28 NP HDG - ProShares Hedge Replication ETF 71 10.94 0
2025-08-14 13F Atom Investors LP 438,708 62.94 2,992 78.35
2025-08-07 13F Allworth Financial LP 229 69.63 2
2025-08-14 13F Goldman Sachs Group Inc 632,834 31.76 4,316 44.22
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 3,931 5.08 20 -42.86
2025-08-13 13F Arrowstreet Capital, Limited Partnership 73,554 502
2025-08-27 NP TLEQX - Small-Cap Equity Fund 4,900 33
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 165,743 404.01 948 327.03
2025-08-08 13F Creative Planning 23,268 159
2025-03-26 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 81,454 6.27 778 -34.37
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 10,937 1.61 75 10.45
2025-08-28 NP STMSX - Simt Tax-managed Small/mid Cap Fund Class F 79,389 132.01 541 45.43
2025-08-14 13F D. E. Shaw & Co., Inc. 1,299,328 12.21 8,861 22.83
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 104,800 14.02 536 -39.00
2025-07-28 NP AVUV - Avantis U.S. Small 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 1,364,359 8.44 7,804 -8.24
2025-04-01 NP RZV - Invesco S&P SmallCap 600 Pure Value 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 253,025 132.31 2,416 43.64
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 8,931 1.27 46 -46.43
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 276 0.36 2 0.00
2025-04-25 NP PSCM - Invesco S&P SmallCap Materials 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 15,585 8.88 105 -44.15
2025-08-14 13F Engineers Gate Manager LP 126,576 154.11 863 178.39
2025-08-27 NP BBTSX - Bridge Builder Tax Managed Small/Mid Cap Fund 69,296 473
2025-08-14 13F Citadel Advisors Llc Call 932,000 1,151.01 6,356 1,269.83
2025-08-14 13F Susquehanna International Group, Llp 359,588 43.33 2,452 56.98
2025-08-14 13F Deprince Race & Zollo Inc 401,763 26.01 2,740 37.97
2025-08-14 13F Susquehanna International Group, Llp Put 38,400 262
2025-07-25 13F Allspring Global Investments Holdings, LLC 4,194,604 1.53 29,614 13.96
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 117,369 55.11 600 -17.04
2025-06-27 NP RSSL - Global X Russell 2000 ETF 32,440 5.47 166 -43.69
2025-08-14 13F Voya Investment Management Llc 69,233 85.70 472 103.45
2025-07-15 13F Fortitude Family Office, LLC 265 2
2025-08-13 13F ExodusPoint Capital Management, LP 95,958 244.69 1
2025-08-29 NP BSVO - EA Bridgeway Omni Small-Cap Value ETF 338,714 5.98 2,310 16.02
2025-06-24 NP QASCX - Federated MDT Small Cap Core Fund Class A Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 158,381 809
2025-08-14 13F Fmr Llc 12,262 142.76 84 167.74
2025-08-04 13F Mayflower Financial Advisors, LLC 377,821 5.51 2,577 15.52
2025-08-12 13F Nuveen, LLC 1,089,509 505.42 7,430 562.80
2025-08-14 13F Man Group plc 79,309 541 -47.78
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 321,125 1.20 1,641 -45.87
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 23,118 35.45 158 48.11
2025-03-28 NP GSATX - Goldman Sachs Small Cap Value Insights Fund Class A 131,971 11.03 1,260 -31.37
2025-08-14 13F Barnett & Company, Inc. 193,361 7.60 1,319 17.78
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 6,136 2.59 31 -45.61
2025-03-31 NP Two Roads Shared Trust - Hypatia Women CEO ETF 2,473 51.81 24 -8.00
2025-08-06 13F Fox Run Management, L.l.c. 38,209 95.55 261 114.88
2025-08-11 13F Strategic Wealth Partners, Ltd. 288 2
2025-08-14 13F Quarry LP 2,897 637.15 20 850.00
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 2,208 11
2025-08-11 13F Covestor Ltd 15 150.00 0
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 5,696 145.52 39 171.43
2025-07-25 NP PMSAX - Global Multi-Strategy Fund Class A 2,855 3.29 16 -11.11
2025-08-06 13F True Wealth Design, LLC 781 1,527.08 5
2025-08-14 13F Wells Fargo & Company/mn 99,163 1.93 676 11.55
2025-04-01 NP CRSSX - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 26,285 4.89 251 -35.14
2025-08-07 13F Los Angeles Capital Management Llc 28,011 191
2025-07-24 13F IFP Advisors, Inc 18 0
2025-07-24 13F Capital Advisors, Ltd. LLC 933 37.41 0
2025-08-14 13F Boston Private Wealth Llc 25,000 170
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 76 2.70 1
2025-05-28 NP QWVOX - Clearwater Small Companies Fund 6,700 41.35 42 -48.75
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 4,903 6.33 33 17.86
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 884,506 1.58 6,032 11.21
2025-06-26 NP DFFVX - U.S. Targeted Value 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 384,128 0.63 1,963 -46.17
2025-08-27 NP Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 556,154 11.65 3,793 22.20
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 110,754 8.68 634 -7.99
2025-08-08 13F Principal Financial Group Inc 89,777 612
2025-08-08 13F SBI Securities Co., Ltd. 273 7.91 2 0.00
2025-07-07 13F Versant Capital Management, Inc 8,599 163.61 59 190.00
2025-07-15 13F Public Employees Retirement System Of Ohio 9,448 186.13 64 220.00
2025-08-14 13F Price T Rowe Associates Inc /md/ 24,834 1.19 0
2025-04-29 NP EBI - Longview Advantage ETF 35 0
2025-07-22 NP FSCC - Federated Hermes MDT Small Cap Core ETF 1,128 6
2025-08-12 13F American Century Companies Inc 1,690,831 8.06 11,531 18.29
2025-08-14 13F Ameriprise Financial Inc 30,463 55.38 208 69.67
2025-08-14 13F Group One Trading, L.p. 45,437 310
2025-08-01 13F Teacher Retirement System Of Texas 215,532 1,470
2025-04-24 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 46,700 316
2025-08-12 13F Charles Schwab Investment Management Inc 1,157,241 54.01 7,892 68.60
2025-08-14 13F Quantinno Capital Management LP 60,340 76.92 412 93.87
2025-08-08 13F Geode Capital Management, Llc 1,287,385 0.20 8,782 9.68
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 1,476 50.15 10 66.67
2025-07-28 NP VCSLX - Small Cap Index Fund 28,366 37.57 162 16.55
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 135,775 4.55 694 -44.11
2025-08-28 NP VYSVX - Vericimetry U.S. Small Cap Value Fund 4,380 30
2025-06-26 NP FLXSX - Fidelity Flex Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10,833 21.58 55 -35.29
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 33,027 22.43 225 33.93
2025-08-04 13F Assetmark, Inc 16 0
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 84,739 18.95 485 0.62
2025-08-14 13F Aqr Capital Management Llc 388,991 132.21 2,653 154.27
2025-03-25 NP PSSMX - SmallCap S&P 600 Index Fund R-3 55,684 532
2025-08-07 13F Acadian Asset Management Llc 1,411 0
2025-08-14 13F Ieq Capital, Llc 27,451 187
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 226 9.71 1 0.00
2025-08-11 13F Rothschild Investment Llc 570 850.00 4
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 19,193 11.50 98 -40.24
2025-08-14 13F Wellington Management Group Llp 983,443 4.62 6,707 14.53
2025-08-14 13F Raymond James Financial Inc 25,783 35.27 176 48.31
2025-08-06 13F Rialto Wealth Management, LLC 87 6.10 1
2025-08-14 13F Sig Brokerage, Lp 14,191 97
2025-08-12 13F LPL Financial LLC 106,346 212.89 725 243.60
2025-07-16 13F Signaturefd, Llc 79 364.71 1
2025-08-14 13F Two Sigma Investments, Lp 147,377 170.16 1,005 196.46
2025-09-04 13F/A Advisor Group Holdings, Inc. 11,668 939.93 80 1,216.67
2025-08-13 13F Jones Financial Companies Lllp 516 1.57 4 0.00
2025-08-08 13F/A Sterling Capital Management LLC 1,447 55.42 10 80.00
2025-03-28 NP SVPIX - Small-cap Value Profund Investor Class 229 0.44 2 -33.33
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 28,870 73.80 165 47.32
2025-08-14 13F Manufacturers Life Insurance Company, The 20,608 4.97 141 14.75
2025-08-13 13F EverSource Wealth Advisors, LLC 1,744 651.72 12 1,000.00
2025-07-08 13F Parallel Advisors, LLC 399 140.36 3 100.00
2025-08-26 NP IPSIX - Voya Index Plus SmallCap Portfolio Class I 54,110 140.47 369 163.57
2025-08-05 13F Corton Capital Inc. 20,133 137
2025-05-27 NP MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class 3,499 2.67 22 -43.24
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 25,174 6.25 172 16.33
2025-08-14 13F Numerai GP LLC 10,367 71
2025-08-19 NP RIFBX - U.S. Small Cap Equity Fund 30,808 39.13 210 53.28
2025-04-25 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 234,301 76.80 1,584 -9.13
2025-08-26 NP GSCYX - SMALL CAP EQUITY FUND Institutional 6,400 44
2025-08-18 13F Geneos Wealth Management Inc. 453 100.44 3 200.00
2025-08-14 13F Cubist Systematic Strategies, LLC 539,297 141.44 3,678 164.41
2025-08-13 13F Mackenzie Financial Corp 55,794 29.74 381 -18.80
2025-08-14 13F Stifel Financial Corp 22,831 71.55 156 89.02
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 46,944 96.07 240 4.82
2025-04-25 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 9,618 2.50 65 -47.15
2025-08-14 13F Comerica Bank 1,476 5.43 10 25.00
2025-08-12 13F Proequities, Inc. 0 0
2025-08-28 NP SMVIX - Simt Small Cap Value Fund Class I 29,664 46.05 202 60.32
2025-08-14 13F UBS Group AG 280,998 117.00 1,916 137.72
2025-03-31 NP VYM - Vanguard High Dividend Yield Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 222,254 0.73 2,123 -37.75
2025-08-12 13F Coston, McIsaac & Partners 201 1.52 0
2025-08-13 13F Walleye Capital LLC Call 54,000 368
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 15 7.14 0
2025-07-14 13F UMA Financial Services, Inc. 175 1
2025-08-13 13F Walleye Capital LLC Put 14,000 95
2025-04-24 NP SAA - ProShares Ultra SmallCap600 1,120 2.75 8 -50.00
2025-08-14 13F Bnp Paribas Arbitrage, Sa 127,286 86.69 868 104.72
2025-08-14 13F Aristeia Capital Llc 60,405 412
2025-08-22 NP FISVX - Fidelity Small Cap Value 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 59,306 0.93 404 10.38
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 29,035 9.96 198 20.73
2025-08-14 13F Oxford Asset Management Llp 21,210 74.38 145 9.09
2025-07-25 13F JustInvest LLC 14,619 100
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 1,877 117.25 11 100.00
2025-08-14 13F Tudor Investment Corp Et Al 327,887 182.60 2,236 209.70
2025-03-27 NP ASGCX - Allspring Global Long/Short Equity Fund Class C 15,553 149
2025-04-25 NP ESGV - Vanguard ESG U.S. Stock ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11,241 172.38 76 -41.41
2025-08-26 NP Profunds - Profund Vp Small-cap 124 1.64 1
2025-08-13 13F Federated Hermes, Inc. 186,304 26,103.09 1,271 31,650.00
2025-08-13 13F MetLife Investment Management, LLC 33,043 29.28 225 41.51
2025-06-26 NP DFSVX - U.s. Small Cap Value 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 186,908 22.45 955 -34.45
2025-08-13 13F Russell Investments Group, Ltd. 276,007 32.77 1,882 45.33
2025-06-27 NP BIVIX - Invenomic Fund Institutional Class shares 1,165,838 355.68 5,957 27.53
2025-08-14 13F Jacobs Levy Equity Management, Inc 35,600 243
2025-06-27 NP FESRX - First Eagle Small Cap Opportunity Fund Class R6 667,508 19.28 3,411 -36.19
2025-07-25 13F Cwm, Llc 17,507 272.41 0
2025-08-06 13F Savant Capital, LLC 17,259 118
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 1,150 24.32 8 40.00
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 2,560 3.90 13 -43.48
2025-08-28 NP SLLAX - SIMT Small Cap Fund Class F 27,278 186
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 19,959 36.21 136 49.45
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 8,470 7.32 58 16.33
2025-04-25 NP XSHQ - Invesco S&P SmallCap Quality 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 97,547 659
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 98,100 11.22 669 21.86
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 298,230 1.43 1,706 -14.19
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 13,388 101
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 10,261 4.20 52 -44.68
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 83,000 123.12 475 88.84
2025-07-24 13F Ronald Blue Trust, Inc. 217 1
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 39,064 123.89 223 90.60
2025-08-12 13F Prudential Financial Inc 195,540 4.95 1,334 -40.12
2025-08-14 13F Nebula Research & Development LLC 31,516 36.23 215 48.61
2025-07-31 13F/A Avion Wealth 106 0
2025-08-14 13F Alliancebernstein L.p. 56,153 27.47 383 39.42
2025-06-26 NP BLACKROCK FUNDS - iShares Total U.S. Stock Market 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 5,609 37.41 29 -55.56
2025-08-13 13F Truvestments Capital Llc 2,255 0.36 15 15.38
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 60,046 2.63 410 12.36
2025-08-13 13F Cerity Partners LLC 23,318 159
2025-08-18 13F/A Nomura Holdings Inc 359,295 2,450
2025-08-04 13F Wolverine Asset Management Llc 166,658 31.37 1,137 43.80
2025-08-14 13F State Of Wisconsin Investment Board 219,703 72.63 1,498 89.14
2025-08-06 13F First Eagle Investment Management, LLC 879,890 28.62 6,001 40.81
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