NBTB / NBT Bancorp Inc. - Kepemilikan Institusional - Pembeli

NBT Bancorp Inc.
US ˙ NasdaqGS ˙ US6287781024

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di NBT Bancorp Inc. meliputi PL Capital Advisors, LLC, Endeavour Capital Advisors Inc, Hotchkis & Wiley Capital Management Llc, FYC - First Trust Small Cap Growth AlphaDEX Fund, Susquehanna Portfolio Strategies, LLC, Members Advisory Group LLC, Note Advisors, LLC, HWVIX - Hotchkis & Wiley Small Cap Diversified Value Fund Class I, HBK Sorce Advisory LLC, Summit Financial, LLC, BOSVX - Omni Small-Cap Value Fund Class N, Envestnet Portfolio Solutions, Inc., First Citizens Bank & Trust Co, M&t Bank Corp, Mariner, LLC, Prime Capital Investment Advisors, LLC, FAD - First Trust Multi Cap Growth AlphaDEX Fund, Harbor Investment Advisory, Llc, MXLSX - Great-West Loomis Sayles Small Cap Value Fund Investor Class, dan WSML - iShares MSCI World Small-Cap ETF .

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
(%)
2025-08-11 13F New Age Alpha Advisors, LLC 61,413 7.26 2,552 3.87
2025-08-08 13F Union Savings Bank 9,105 69.14 377 63.48
2025-08-13 13F Marshall Wace, Llp 17,685 42.77 735 38.23
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 1,226 10.25 51 6.38
2025-08-14 13F California State Teachers Retirement System 43,842 1.79 1,822 -1.41
2025-08-11 13F Rothschild Investment Llc 115 109.09 5 100.00
2025-08-14 13F State Street Corp 2,531,336 7.78 105,177 4.39
2025-07-23 13F Ellsworth Advisors, LLC 14,448 2.25 600 -0.99
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 2,196 2.04 91 9.64
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 7,446 14.38 309 10.75
2025-08-06 13F Stone House Investment Management, LLC 5,164 151.78 215 145.98
2025-08-06 13F Commonwealth Equity Services, Llc 158,425 20.94 7 20.00
2025-07-25 13F Oregon Public Employees Retirement Fund 12,033 11.08 500 7.54
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 508 0
2025-08-13 13F M&t Bank Corp 6,783 282
2025-08-14 13F Voya Investment Management Llc 81,667 1.88 3,393 -1.31
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 425,010 0.46 17,659 -2.70
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 82,376 5.07 3,423 1.75
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 74,276 20.35 3,108 5.50
2025-08-26 13F/A Thrivent Financial For Lutherans 47,573 37.30 2 0.00
2025-08-27 NP JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 9,176 12.03 381 8.55
2025-08-26 NP FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF 3,427 19.83 142 16.39
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 16,660 3.51 692 0.29
2025-08-26 NP BOSVX - Omni Small-Cap Value Fund Class N 7,280 302
2025-08-14 13F Sei Investments Co 11,117 38.25 462 34.01
2025-07-29 NP SEHAX - SIIT U.S. Equity Factor Allocation Fund Class A 2,258 94
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 1,749 14.84 73 10.77
2025-06-25 NP FNCL - Fidelity MSCI Financials Index ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12,850 14.25 544 1.68
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 13,377 27.53 566 13.43
2025-08-12 13F Swiss National Bank 99,900 9.30 4,151 5.84
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 25,314 13.46 1,052 9.82
2025-08-13 13F Endeavour Capital Advisors Inc 81,121 3,371
2025-08-14 13F Hotchkis & Wiley Capital Management Llc 53,669 2,230
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 33,392 17.72 1,387 14.06
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 12,836 68.74 533 63.50
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 18,178 10.19 755 6.79
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 4,510 30.31 187 26.35
2025-08-29 NP John Hancock Financial Opportunities Fund 167,805 60.85 6,972 55.80
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 23,685 11.67 984 8.25
2025-08-11 13F Cornerstone Planning Group LLC 11 0
2025-08-13 13F ExodusPoint Capital Management, LP 35,283 39.00 1 0.00
2025-08-14 13F Ancora Advisors, LLC 228 9
2025-07-14 13F GAMMA Investing LLC 1,951 38.86 81 35.00
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 77,638 29.65 3,226 25.58
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 23,870 537.04 999 679.69
2025-08-13 13F First Trust Advisors Lp 122,830 107.83 5,104 101.30
2025-08-22 NP FESM - Fidelity Enhanced Small Cap ETF 21,657 4.88 900 1.58
2025-07-29 13F Members Advisory Group LLC 33,522 1,393
2025-08-13 13F Cerity Partners LLC 24,065 66.66 1,009 63.00
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 8,208 30.12 344 13.95
2025-08-13 13F Centiva Capital, LP 8,745 60.22 363 55.13
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 229 27.93 10 12.50
2025-08-20 NP HWVIX - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 17,472 726
2025-08-14 13F Aqr Capital Management Llc 16,320 19.74 678 16.10
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 9,350 24.72 391 9.52
2025-08-27 NP JNL SERIES TRUST - JNL Small Cap Index Fund (I) 90,546 9.90 3,762 6.45
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 16,760 9.32 696 5.94
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 120 10.09 5 0.00
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 17,568 15.07 730 11.47
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 465,019 2.30 19,689 -9.06
2025-08-05 13F Bank Of Montreal /can/ 10,724 10.52 446 6.97
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 59,195 10.24 2,460 6.77
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 2,168 15.01 90 12.50
2025-07-16 13F State of Alaska, Department of Revenue 31,117 19.05 1 0.00
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 4,168 154.61 173 147.14
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 16,665 11.56 706 -0.84
2025-08-14 13F Mariner, LLC 6,529 271
2025-08-26 NP IJR - iShares Core S&P Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,116,412 6.74 129,487 3.38
2025-08-21 NP MXLSX - Great-West Loomis Sayles Small Cap Value Fund Investor Class 3,458 144
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 3,198 149.65 135 121.31
2025-08-26 NP Profunds - Profund Vp Small-cap Growth 527 13.09 22 10.53
2025-08-28 NP SLLAX - SIMT Small Cap Fund Class F 23,474 1.79 975 -1.42
2025-08-12 13F Howe & Rusling Inc 11,049 2.00 459 -1.08
2025-08-14 13F Stifel Financial Corp 27,247 1.65 1,132 -1.48
2025-08-26 NP JDSCX - JPMorgan Small Cap Blend Fund Class I 179,078 5.53 7,441 2.20
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 2,498 8.70 104 5.10
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 21,518 2.79 911 -8.63
2025-08-04 13F Spire Wealth Management 203 0.50 8 0.00
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 40,511 924.82 1,715 1,066.67
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 6,894 28.69 286 24.89
2025-08-14 13F Comerica Bank 18,030 10.76 749 7.31
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 4,800 24.03 199 19.88
2025-08-13 13F Arrowstreet Capital, Limited Partnership 86,917 3,611
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 1,270,499 9.65 52,789 6.20
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 9 0
2025-07-23 13F Maryland State Retirement & Pension System 15,377 11.74 639 8.14
2025-07-28 NP PSCF - Invesco S&P SmallCap Financials 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 2,946 5.55 123 -7.52
2025-08-26 NP BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 20,514 7.40 852 4.03
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 804,002 9.64 33,406 6.20
2025-07-30 13F First Citizens Bank & Trust Co 7,036 292
2025-07-15 13F Fortitude Family Office, LLC 2 0
2025-08-12 13F MAI Capital Management 17 1
2025-08-11 13F United Capital Financial Advisers, Llc 12,239 509
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 954 25.69 40 21.88
2025-08-28 NP SLYG - SPDR(R) S & P 600 Small Cap Growth 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 113,890 4.55 4,732 1.26
2025-04-25 NP VFQY - Vanguard U.S. Quality 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 5,198 629.03 248 892.00
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 6,309 29.47 264 13.79
2025-08-28 NP AXVNX - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 527 22
2025-08-12 13F Ascent Wealth Partners, LLC 4,995 0.48 208 -2.82
2025-08-13 13F EverSource Wealth Advisors, LLC 646 1,645.95 27 2,500.00
2025-07-29 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 10,975 13.47 459 -0.43
2025-08-26 NP Profunds - Profund Vp Banks 767 17.10 32 10.71
2025-07-25 NP NMSAX - Columbia Small Cap Index Fund Class A 99,464 4.51 4,163 -8.41
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 7,848 12.73 326 9.40
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 981 3.37 41 -8.89
2025-08-29 NP DGRS - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 90,356 9.68 3,754 6.23
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 291 12
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 5,232 2.59 222 -8.68
2025-08-14 13F Aster Capital Management (DIFC) Ltd 1,417 59
2025-08-14 13F/A Skopos Labs, Inc. 884 2,662.50 37 3,500.00
2025-05-15 13F Texas Permanent School Fund 23,946 1,014
2025-08-26 NP IJS - iShares S&P Small-Cap 600 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 277,756 3.30 11,541 0.05
2025-07-28 NP HDG - ProShares Hedge Replication ETF 67 24.07 3 0.00
2025-08-12 13F Rhumbline Advisers 149,968 14.02 6,231 10.44
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 8,823 17.56 374 4.48
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 247,206 8.40 10,346 -5.00
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 17,316 6.13 733 -5.66
2025-08-14 13F Mercer Global Advisors Inc /adv 32,697 0.40 1,359 -2.79
2025-06-30 NP VT - Vanguard Total World Stock 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 26,963 9.60 1,142 -2.56
2025-08-25 NP SQLV - Legg Mason Small-Cap Quality Value ETF 2,171 90
2025-08-14 13F Bridgeway Capital Management Inc 7,462 310
2025-08-14 13F Smartleaf Asset Management LLC 3,316 23.00 139 18.97
2025-07-21 13F Cornell Pochily Investment Advisors, Inc. 6,759 0.16 281 -3.11
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 7,076 294
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 190 1.60 8 0.00
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 7,870 8.94 327 5.50
2025-08-14 13F Janus Henderson Group Plc 23,310 18.63 969 14.42
2025-08-28 NP TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 1,105 81.44 46 73.08
2025-07-31 13F Quest Partners LLC 14,632 41.71 608 37.33
2025-08-07 13F Illinois Municipal Retirement Fund 27,992 5.52 1,163 2.20
2025-07-15 13F Focused Wealth Management, Inc 4,972 0.57 207 -2.83
2025-08-08 13F Cetera Investment Advisers 27,211 11.05 1,131 7.52
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 284,898 11.19 11,923 -2.55
2025-08-13 13F MetLife Investment Management, LLC 30,254 11.63 1,257 8.18
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 103,917 17.05 4,349 2.57
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 52,410 5.51 2,178 2.16
2025-06-25 NP FYX - First Trust Small Cap Core AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 35,873 41.84 1,519 26.08
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 10,249 6.67 426 3.16
2025-08-14 13F Ameriprise Financial Inc 127,838 4.86 5,312 1.57
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 2,735 114
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 1,400 15.32 59 1.75
2025-08-18 13F Geneos Wealth Management Inc. 21,308 885
2025-07-01 13F Harbor Investment Advisory, Llc 3,624 151
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 2,845 22.37 120 9.09
2025-08-13 13F Northern Trust Corp 723,064 0.72 30,043 -2.45
2025-07-29 NP VIOV - Vanguard S&P Small-Cap 600 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 59,386 8.80 2,485 -4.64
2025-08-12 13F Legal & General Group Plc 143,896 11.43 5,979 7.93
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 1,864 5.73 77 2.67
2025-08-14 13F Aquatic Capital Management LLC 8,314 389.63 345 379.17
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 179 7.83 7 0.00
2025-08-12 13F Public Sector Pension Investment Board 178,396 19.25 7,412 15.51
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 2,331 6.68 99 -5.77
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 16,900 702
2025-08-13 13F Pictet Asset Management Holding SA 8,518 25.65 354 21.72
2025-08-14 13F Royal Bank Of Canada 41,524 3.03 1,725 -0.23
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 29,898 14.18 1,251 0.08
2025-06-27 NP RSSL - Global X Russell 2000 ETF 27,973 6.68 1,184 -5.13
2025-08-12 13F Ameritas Investment Partners, Inc. 5,150 6.96 214 3.40
2025-08-14 13F Susquehanna Portfolio Strategies, LLC 42,081 1,748
2025-08-27 NP PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 46,617 10.95 1,937 7.44
2025-07-29 NP VIOO - Vanguard S&P Small-Cap 600 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 176,477 8.93 7,386 -4.54
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 25,922 13.05 1,077 9.56
2025-08-27 NP VISVX - Vanguard Small-Cap Value 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 777,039 7.21 32,286 3.84
2025-07-24 13F Capital Advisors, Ltd. LLC 4 0
2025-08-08 13F/A Sterling Capital Management LLC 1,303 64.11 54 58.82
2025-08-05 13F PL Capital Advisors, LLC 392,913 16,326
2025-08-14 13F McIlrath & Eck, LLC 372 0.27 15 0.00
2025-07-23 13F Prime Capital Investment Advisors, LLC 5,938 247
2025-08-08 13F Larson Financial Group LLC 6 20.00 0
2025-08-12 13F Jpmorgan Chase & Co 264,319 4.47 10,982 1.18
2025-08-14 13F Rafferty Asset Management, LLC 41,770 31.24 1,736 27.11
2025-07-31 13F Nisa Investment Advisors, Llc 22,873 1.02 950 -2.16
2025-08-14 13F Goldman Sachs Group Inc 167,746 11.42 6,970 7.91
2025-06-25 NP FYC - First Trust Small Cap Growth AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 47,252 2,001
2025-07-09 13F Harbor Capital Advisors, Inc. 230 27.78 0
2025-08-28 NP New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class 40,419 6.44 1,679 3.13
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 9,216 1.82 383 -1.55
2025-08-12 13F Prudential Financial Inc 54,126 16.95 2,641 15.94
2025-08-26 NP JPSV - JPMorgan Active Small Cap Value ETF 5,664 17.75 235 14.08
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 94,317 5.35 4,138 7.73
2025-08-11 13F Private Advisor Group, LLC 5,296 220
2025-07-23 13F Klp Kapitalforvaltning As 11,300 24.18 470 20.26
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 268 11
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 72 12.50 3 0.00
2025-08-05 13F Simplex Trading, Llc Call 1,700 0
2025-08-25 NP TMVAX - RBC Microcap Value Fund A Shares 2,104 87
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 1,371 38.62 57 33.33
2025-08-12 13F BlackRock, Inc. 7,430,122 8.41 308,722 5.00
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 13,353 9.95 555 6.33
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 445,012 9.31 18,490 5.87
2025-07-28 NP SMDV - ProShares Russell 2000 Dividend Growers ETF 157,046 2.42 6,572 -10.23
2025-08-13 13F Edgestream Partners, L.P. 151,293 6,286
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 9,660 24.68 401 20.78
2025-07-28 NP VCSLX - Small Cap Index Fund 21,616 22.94 905 7.75
2025-06-25 NP FAD - First Trust Multi Cap Growth AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,852 248
2025-08-13 13F Jones Financial Companies Lllp 22 1
2025-08-04 13F HBK Sorce Advisory LLC 12,343 513
2025-08-13 13F Summit Financial, LLC 8,924 371
2025-08-11 13F Principal Securities, Inc. 30 36.36 1 0.00
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 88,757 15.77 3,688 12.14
2025-08-28 NP SEIS - SEI Select Small Cap ETF 36,195 33.16 1,504 28.90
2025-08-14 13F Ubs Asset Management Americas Inc 209,453 26.52 8,703 22.53
2025-07-11 13F/A Umb Bank N A/mo 149 119.12 6 200.00
2025-08-12 13F Dynamic Technology Lab Private Ltd 34,775 1,445
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 33,764 5.40 1,413 -7.59
2025-08-14 13F Jane Street Group, Llc Call 6,500 270
2025-08-04 13F Assetmark, Inc 786 1.42 33 -3.03
2025-08-21 NP MXISX - Great-West S&P Small Cap 600 Index Fund Investor Class 38,011 7.63 1,579 4.22
2025-08-07 13F Campbell & CO Investment Adviser LLC 18,603 773
2025-08-12 13F Global Retirement Partners, LLC 638 18.15 27 4.00
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 306,007 20.45 12,715 16.66
2025-08-28 NP New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES 2,887 10.95 120 7.21
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 96,928 9.11 4,056 -4.38
2025-08-28 NP SPDG - SPDR Portfolio S&P Sector Neutral Dividend ETF 48 9.09 2 0.00
2025-07-31 13F Caitong International Asset Management Co., Ltd 49 2
2025-07-29 NP VIOG - Vanguard S&P Small-Cap 600 Growth 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 27,653 2.38 1,157 -10.24
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 38,473 11.04 1,599 7.54
2025-07-24 13F IFP Advisors, Inc 29 1
2025-08-11 13F WPG Advisers, LLC 29 1
2025-07-23 NP CFSLX - Column Small Cap Fund 182 8
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 7,913 7.72 331 -5.43
2025-08-14 13F UBS Group AG 317,022 29.49 13,172 25.42
2025-07-29 NP ISMD - Inspire Small/Mid Cap Impact ETF 8,250 4.35 345 -8.49
2025-08-06 13F Rialto Wealth Management, LLC 1,830 0.05 76 -2.56
2025-07-11 13F Farther Finance Advisors, LLC 1,441 2,902.08 60 2,850.00
2025-08-28 NP SLYV - SPDR(R) S & P 600 Small Cap Value 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 166,827 7.86 6,932 4.46
2025-08-08 13F Principal Financial Group Inc 259,365 10.44 10,777 6.96
2025-08-13 13F Ceredex Value Advisors LLC 334,300 2.39 13,890 -0.83
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 28,622 15.96 1,189 12.38
2025-08-19 13F State of Wyoming 157 7
2025-06-26 NP USCAX - Small Cap Stock Fund Shares 35,850 2.43 1,518 -9.00
2025-07-23 13F Louisiana State Employees Retirement System 24,400 9.91 1,014 6.41
2025-08-14 13F AllSquare Wealth Management LLC 65 1.56 3 0.00
2025-08-28 NP ESIX - SPDR S&P SmallCap 600 ESG ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 404 32.46 17 45.45
2025-08-28 NP SPWIX - Simt Small Cap Growth Fund Class I 23,556 53.60 979 48.86
2025-08-15 13F Tower Research Capital LLC (TRC) 4,336 184.70 180 176.92
2025-08-26 NP XJR - iShares ESG Screened S&P 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 4,103 13.59 170 10.39
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 261 11.54 11 0.00
2025-08-13 13F Stablepoint Partners, LLC 10,582 4.91 440 1.62
2025-08-14 13F Price T Rowe Associates Inc /md/ 52,854 12.58 2 0.00
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 9,639 9.06 400 5.54
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 861 7.22 36 -5.26
2025-08-14 13F/A Barclays Plc 112,141 37.80 5 33.33
2025-08-14 13F RMB Capital Management, LLC 17,143 14.29 712 10.73
2025-07-24 13F CWM Advisors, LLC 9,368 16.76 389 13.08
2025-08-12 13F LPL Financial LLC 42,171 26.66 1,752 22.69
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 1,218,278 9.06 50,619 5.63
2025-08-14 13F Quarry LP 1,529 64
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 509 960.42 22 950.00
2025-07-25 NP PSLAX - Putnam Small Cap Value Fund Class A Shares 49,700 5.07 2,080 -7.93
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 831 7.09 35 3.03
2025-08-14 13F Balyasny Asset Management Llc 37,024 1,538
2025-08-15 13F Morgan Stanley 492,703 20.58 20,472 16.78
2025-08-01 13F Teacher Retirement System Of Texas 10,700 42.29 445 37.89
2025-08-28 NP DTSVX - Small Company Value Portfolio Investment Class 172 7
2025-08-12 13F Dimensional Fund Advisors Lp 2,292,490 5.23 95,255 1.92
2025-08-12 13F J.w. Cole Advisors, Inc. 16,198 673
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 13,433 18.99 558 15.29
2025-08-08 13F Atlantic Trust, LLC 12 0
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 38,539 14.23 1,601 10.64
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 18,493 13.59 768 10.03
2025-08-14 13F Wells Fargo & Company/mn 113,972 12.17 4,736 8.65
2025-06-23 NP BKPIX - Banks Ultrasector Profund Investor Class 1,030 44
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 28,077 2.52 1,167 -0.68
2025-08-13 13F Norges Bank 39,621 1,646
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 83,613 8.79 3,499 -4.63
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 16,800 0.60 698 -2.51
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 255,001 21.16 10,672 6.19
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 206,759 6.28 8,591 2.92
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 3,566 13.60 151 0.67
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 3,925 9.33 163 5.84
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 11,536 16.37 479 12.71
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 14 16.67 1
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 6,341 9.72 263 6.48
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 15,917 17.53 674 4.34
2025-07-29 NP EBI - Longview Advantage ETF 399 4,887.50 17
2025-08-11 13F Vanguard Group Inc 6,073,812 10.07 252,367 6.60
2025-08-19 13F Asset Dedication, LLC 7,042 6.05 293 2.82
2025-08-28 NP New Age Alpha Variable Funds Trust - NAA SMID-CAP VALUE SERIES 18,107 8.56 752 5.17
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 30,777 7.60 1,279 4.16
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 9,021 6.93 382 -4.99
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F Alliancebernstein L.p. 55,895 12.70 2,322 9.17
2025-08-08 13F Geode Capital Management, Llc 1,298,769 10.81 53,971 7.31
2025-08-11 13F Independent Advisor Alliance 5,057 1.14 210 -1.87
2025-08-20 NP RUSC - U.S. Small Cap Equity Active ETF 1,095 45
2025-08-04 13F Hantz Financial Services, Inc. 796 0
2025-08-13 13F Amundi 8,622 375
2025-08-25 NP LVHD - Legg Mason Low Volatility High Dividend ETF 7,828 7.45 325 4.17
2025-07-24 13F Ronald Blue Trust, Inc. 667 7.06 28 3.85
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 74 3
2025-08-14 13F Manufacturers Life Insurance Company, The 451,047 63.18 18,741 58.06
2025-08-14 13F Bank Of America Corp /de/ 145,351 67.75 6,039 62.47
2025-08-26 NP Profunds - Profund Vp Small-cap Value 640 11.11 27 8.33
2025-08-12 13F O'shaughnessy Asset Management, Llc 6,158 256
2025-08-15 13F Great West Life Assurance Co /can/ 48,304 5.91 2 100.00
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 496 60.00 21 50.00
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 5,150 6.96 214 3.40
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 1,603,418 13.17 66,622 9.61
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability 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 10,398 8.14 440 -3.72
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 3,559 13.60 148 9.70
2025-08-12 13F Charles Schwab Investment Management Inc 619,092 6.18 25,723 2.84
2025-08-14 13F Fmr Llc 34,855 9.95 1,448 6.55
2025-08-14 13F Qube Research & Technologies Ltd 148,378 107.17 6,165 100.68
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 114,205 2.82 4,835 -8.60
2025-08-14 13F Note Advisors, LLC 19,293 802
2025-08-28 NP IJT - iShares S&P Small-Cap 600 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 202,528 7.18 8,415 3.81
2025-07-31 13F MQS Management LLC 11,722 55.13 487 50.31
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 1,569 14.61 65 12.07
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 18,655 14.48 775 10.87
2025-08-13 13F Arizona State Retirement System 15,228 12.44 633 8.97
2025-08-14 13F Bnp Paribas Arbitrage, Sa 7,503 49.49 312 44.65
2025-07-25 13F Yousif Capital Management, Llc 19,352 10.82 804 7.34
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 14,146 3.10 599 -8.42
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 2,224 50.58 93 32.86
2025-08-13 13F Renaissance Technologies Llc 100,573 165.79 4,179 157.42
2025-08-18 13F Wolverine Trading, Llc 6,598 276
2025-08-28 NP TPSC - Timothy Plan US Small Cap Core ETF 11,532 21.65 479 17.98
2025-08-04 13F Amalgamated Bank 14,711 9.32 1
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 1,470 13.69 62 0.00
2025-08-26 NP Profunds - Profund Vp Small-cap 117 12.50 5 0.00
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