MPB / Mid Penn Bancorp, Inc. - Kepemilikan Institusional - Pembeli

Mid Penn Bancorp, Inc.
US ˙ NasdaqGM ˙ US59540G1076

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Mid Penn Bancorp, Inc. meliputi Deprince Race & Zollo Inc, Mangrove Partners, Oppenheimer & Close, LLC, Kennedy Investment Group, Susquehanna Portfolio Strategies, LLC, RIFBX - U.S. Small Cap Equity Fund, SCRSX - Small Cap Core Portfolio SCB Class, Price T Rowe Associates Inc /md/, Dynamic Technology Lab Private Ltd, FZROX - Fidelity ZERO Total Market Index Fund, Cornerstone Advisors Asset Management, Inc, LONAX - Longboard Alternative Growth Fund Class A, FZIPX - Fidelity ZERO Extended Market Index Fund, Palouse Capital Management, Inc., AVFIX - American Beacon Small Cap Value Fund Institutional Class, VYSVX - Vericimetry U.S. Small Cap Value Fund, VRTGX - Vanguard Russell 2000 Growth Index Fund Institutional Shares, VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class, American Capital Advisory, LLC, dan ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund .

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
(%)
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 2,055 35.64 58 46.15
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 4,475 20.75 126 31.25
2025-08-12 13F Ameritas Investment Partners, Inc. 2,055 35.64 58 46.15
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 3,037 39.18 86 51.79
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 5,655 164
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 441 40.45 12 50.00
2025-07-25 13F Cwm, Llc 12,352 21.61 0
2025-08-13 13F First Trust Advisors Lp 84,432 24.00 2,381 34.92
2025-08-14 13F Hotchkis & Wiley Capital Management Llc 121,850 7.51 3,436 17.03
2025-08-05 13F American Capital Advisory, LLC 852 24
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 3,689 52.63 107 48.61
2025-08-11 13F Vanguard Group Inc 1,201,025 25.69 33,869 36.80
2025-08-12 13F Nuveen, LLC 63,580 33.36 1,793 45.10
2025-08-14 13F Wells Fargo & Company/mn 15,948 17.06 450 27.56
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 5,849 7.58 165 17.14
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 556 16
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 24,658 31.01 695 42.71
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 70,038 22.79 1,975 33.72
2025-08-14 13F UBS Group AG 33,341 76.72 940 92.62
2025-08-19 NP RIFBX - U.S. Small Cap Equity Fund 13,035 368
2025-08-13 13F Renaissance Technologies Llc 63,898 26.39 1,802 37.59
2025-07-28 13F BRYN MAWR TRUST Co 43,400 4.45 1,224 13.66
2025-08-11 13F Empowered Funds, LLC 63,017 9.59 1,777 19.34
2025-03-27 NP TCAAX - Thrivent Moderately Conservative Allocation Fund Class A 258 92.54 8 75.00
2025-07-29 NP EBI - Longview Advantage ETF 1 0
2025-08-13 13F Kennedy Capital Management, Inc. 96,264 8.06 2,715 17.59
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 3,033 16.56 86 26.87
2025-06-26 NP Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 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 6,874 13.47 200 9.34
2025-08-13 13F Northern Trust Corp 165,501 9.00 4,667 18.63
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 3,106 5.00 88 14.47
2025-06-27 NP AVFIX - American Beacon Small Cap Value Fund Institutional Class 1,400 41
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 10,805 48.32 305 61.70
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 116,660 17.69 3,109 10.41
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 3,303 35.20 96 30.14
2025-07-24 13F IFP Advisors, Inc 0 2
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 677,457 25.01 19,104 36.06
2025-08-29 NP BSVO - EA Bridgeway Omni Small-Cap Value ETF 62,933 9.44 1,775 19.14
2025-08-27 NP Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 3,392 0.74 96 9.20
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 335,816 29.85 9,470 41.34
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 771 24.56 22 31.25
2025-08-12 13F SRS Capital Advisors, Inc. 30 1
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 10,115 20.47 285 31.34
2025-08-13 13F EverSource Wealth Advisors, LLC 4 100.00 0
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 3,261 41.78 95 36.23
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 7,360 208
2025-08-01 13F First Command Advisory Services, Inc. 75 2
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F Bridgeway Capital Management Inc 89,620 6.55 2,527 15.97
2025-08-26 NP SCRSX - Small Cap Core Portfolio SCB Class 11,670 329
2025-06-27 NP RSSL - Global X Russell 2000 ETF 10,667 24.40 310 19.77
2025-08-04 13F Strs Ohio 20,600 6.19 581 15.54
2025-07-29 NP VTWV - Vanguard Russell 2000 Value 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 13,143 24.33 350 16.67
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 3,884 20.14 110 31.33
2025-08-12 13F Rhumbline Advisers 28,696 19.47 809 30.06
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 43,152 18.50 1,254 14.32
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 6,350 205.29 179 237.74
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 18,731 1.70 544 -1.81
2025-07-29 NP LONAX - Longboard Alternative Growth Fund Class A 5,833 155
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 1,895 29.35 53 43.24
2025-08-14 13F Lazard Asset Management Llc 5,576 6.86 0
2025-08-12 13F Charles Schwab Investment Management Inc 63,278 19.41 1,784 30.03
2025-08-04 13F Emerald Mutual Fund Advisers Trust 157,538 0.77 4,443 9.68
2025-08-12 13F Legal & General Group Plc 1,877 35.62 53 48.57
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 47 34.29 1
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 8,974 8.33 253 18.22
2025-08-12 13F Dimensional Fund Advisors Lp 617,363 16.18 17,410 26.45
2025-08-14 13F Alliancebernstein L.p. 396,782 164.52 11,189 187.93
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 102 34.21 3 100.00
2025-08-14 13F Wellington Management Group Llp 1,773,604 17.67 50,016 28.07
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 4,363 29.04 123 41.38
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 22,147 10.86 643 6.99
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 1,580 15.92 45 25.71
2025-08-14 13F Fmr Llc 853 18.47 24 33.33
2025-08-26 NP Profunds - Profund Vp Small-cap 46 17.95 1 0.00
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 70 22.81 2 100.00
2025-08-26 NP FDM - First Trust Dow Jones Select MicroCap 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 69,800 23.66 1,968 34.61
2025-08-07 13F Allworth Financial LP 2 0
2025-08-12 13F MAI Capital Management 304 0.66 9 14.29
2025-08-14 13F Deprince Race & Zollo Inc 128,543 3,625
2025-08-14 13F/A Barclays Plc 46,393 43.50 1
2025-08-14 13F Price T Rowe Associates Inc /md/ 10,555 0
2025-08-14 13F California State Teachers Retirement System 1,246 14.94 35 25.00
2025-03-31 NP FIDAX - Financial Industries Fund Class A 42,334 38.47 1,275 84.52
2025-07-28 NP UWM - ProShares Ultra Russell2000 2,060 12.20 55 3.85
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 2,556 17.03 72 28.57
2025-07-24 13F Us Bancorp \de\ 108 1,700.00 3
2025-08-14 13F Royal Bank Of Canada 14,248 35.40 402 46.72
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 68,289 12.12 1,984 8.12
2025-08-14 13F Susquehanna Portfolio Strategies, LLC 16,892 476
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 20 25.00 1
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 31,949 2.05 928 -1.49
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 13,074 19.30 369 30.04
2025-06-25 NP HSPGX - Emerald Growth Fund Class A 147,538 0.82 4,286 -2.77
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 4,198 35.86 118 47.50
2025-08-28 NP SSMHX - State Street Small/mid Cap Equity Index Portfolio 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 6,926 23.11 195 34.48
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 5 25.00 0
2025-08-05 13F Bank of New York Mellon Corp 89,959 14.78 2,537 24.93
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 700 75.00 20 90.00
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 17,170 179.64 484 204.40
2025-08-13 13F Russell Investments Group, Ltd. 112,990 3,186
2025-06-25 NP TASVX - PGIM QMA SMALL-CAP VALUE FUND Class Z 21,700 9.60 630 5.70
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 1,576 93.61 46 87.50
2025-08-11 13F Covestor Ltd 482 578.87 0
2025-08-12 13F Oppenheimer & Close, LLC 31,950 901
2025-08-14 13F Susquehanna International Group, Llp 25,918 1.52 731 10.44
2025-08-07 13F Palouse Capital Management, Inc. 3,420 96
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 479 38.84 13 33.33
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 39,863 0.69 1,062 -5.52
2025-08-28 NP IWC - iShares Micro-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 44,731 13.58 1,261 23.63
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 1,080 65.90 29 55.56
2025-08-14 13F State Street Corp 413,961 22.77 11,674 33.62
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 581 114.39 16 128.57
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 906 75.24 26 92.31
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 21,827 16.82 616 27.07
2025-07-24 NP FNCMX - Fidelity Nasdaq Composite 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 11,779 29.44 314 21.32
2025-08-14 13F Mangrove Partners 50,809 1,433
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 15,700 20.77 443 31.55
2025-08-14 13F Summit Trail Advisors, Llc 15,382 2.10 434 11.03
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 18,190 10.55 528 6.67
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 30,161 2.61 851 11.70
2025-08-13 13F De Lisle Partners LLP 103,824 36.89 2,926 48.93
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 14,600 25.67 412 36.54
2025-07-08 13F Parallel Advisors, LLC 46 1
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 70,313 18.02 2,043 13.82
2025-07-28 NP VCSLX - Small Cap Index Fund 10,409 82.17 277 70.99
2025-08-08 13F Intech Investment Management Llc 9,521 8.44 268 18.06
2025-03-27 NP THMAX - Thrivent Moderate Allocation Fund Class A 1,620 91.49 49 84.62
2025-08-12 13F Dynamic Technology Lab Private Ltd 9,248 261
2025-08-28 NP VYSVX - Vericimetry U.S. Small Cap Value Fund 1,340 38
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 7,267 18.47 205 29.11
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 25,002 14.40 705 24.56
2025-03-27 NP TAAAX - Thrivent Aggressive Allocation Fund Class A 1,470 92.16 44 83.33
2025-08-13 13F Minerva Advisors LLC 54,177 4.73 1,525 13.81
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 42 2.44 1 0.00
2025-08-12 13F BlackRock, Inc. 1,542,762 13.72 43,506 23.77
2025-08-08 13F Geode Capital Management, Llc 501,446 21.40 14,144 32.13
2025-07-14 13F GAMMA Investing LLC 238 128.85 7 200.00
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 10,937 5.56 308 14.93
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 2,262 32.20 60 25.00
2025-08-15 13F Tower Research Capital LLC (TRC) 3,303 416.90 93 481.25
2025-07-09 13F Sandbox Financial Partners, LLC 7,477 211
2025-07-29 NP VRTGX - Vanguard Russell 2000 Growth 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 966 26
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 352 33.84 9 28.57
2025-08-12 13F American Century Companies Inc 248,030 2.68 6,994 11.76
2025-03-27 NP AALGX - Thrivent Global Stock Fund Class A 1,755 91.38 53 85.71
2025-08-28 NP IWM - iShares Russell 2000 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 491,259 0.36 13,854 9.23
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 388 11
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 70 11.11 2 0.00
2025-08-27 13F/A Squarepoint Ops LLC 40,721 7.37 1,148 16.90
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 176,178 19.08 5,118 14.83
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 29,876 19.21 796 11.95
2025-07-31 13F Nisa Investment Advisors, Llc 381 1,905.26 11
2025-03-27 NP TMAAX - Thrivent Moderately Aggressive Allocation Fund Class A 2,616 91.51 79 81.40
2025-07-29 NP NKMCX - North Square Kennedy MicroCap Fund Class I 4,113 81.35 110 70.31
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 1,724 3.17 49 11.63
2025-07-29 NP VFAIX - Vanguard Financials 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 31,220 38.92 832 30.41
2025-08-08 13F/A Sterling Capital Management LLC 515 70.53 15 100.00
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 5,909 36.40 167 48.21
2025-08-13 13F Invesco Ltd. 23,604 5.56 666 14.85
2025-08-11 13F Rothschild Investment Llc 20 100.00 1
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 35,724 43.00 1,007 55.64
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 8,356 243
2025-08-07 13F Los Angeles Capital Management Llc 21,005 592
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 3,931 38.12 111 50.68
2025-08-28 NP IWN - iShares Russell 2000 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 174,596 9.06 4,924 18.71
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 35,442 18.38 945 11.06
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 95,140 11.78 2,764 7.80
2025-07-16 13F Kennedy Investment Group 23,693 668
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 51,452 57.59 1,495 51.98
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 930 26
2025-08-28 NP QCSTRX - Stock Account Class R1 26,210 306.99 739 345.18
2025-08-08 13F Cornerstone Advisors Asset Management, Inc 7,137 201
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 28 27.27 1
2025-08-14 13F Raymond James Financial Inc 62,174 39.74 1,753 52.17
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 1,984 19.73 58 16.33
2025-09-04 13F/A Advisor Group Holdings, Inc. 23,824 130.74 672 151.31
2025-07-28 NP HDG - ProShares Hedge Replication ETF 27 50.00 1
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 105,170 54.73 2,803 45.18
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 23,960 48.76 696 43.51
2025-08-13 13F MetLife Investment Management, LLC 12,038 23.18 339 33.99
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