2025-08-14 |
13F |
Western Standard LLC
|
|
|
|
36,315 |
14.65 |
4,398 |
25.19 |
|
2025-07-24 |
NP |
FSMAX - Fidelity Extended Market Index Fund
|
|
|
|
95,012 |
0.39 |
11,038 |
-4.71 |
|
2025-08-26 |
NP |
TRSYX - T. Rowe Price Small-Cap Index Fund
|
|
|
|
1,321 |
12.33 |
160 |
22.31 |
|
2025-08-13 |
13F |
Marshall Wace, Llp
|
|
|
|
46,474 |
421.71 |
5,629 |
469.64 |
|
2025-08-26 |
NP |
JSCSX - JPMorgan U.S. Small Company Fund Class I
|
|
|
|
4,171 |
18.16 |
505 |
55.86 |
|
2025-07-25 |
NP |
WSML - iShares MSCI World Small-Cap ETF
|
|
|
|
819 |
|
95 |
|
|
2025-08-29 |
NP |
PMJIX - PIMCO RAE US Small Fund Institutional Class
|
|
|
|
7,117 |
36.42 |
862 |
49.13 |
|
2025-06-30 |
NP |
VIG - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
93,041 |
|
9,871 |
|
|
2025-08-14 |
13F |
California State Teachers Retirement System
|
|
|
|
12,992 |
1.41 |
1,574 |
10.70 |
|
2025-08-26 |
NP |
Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF
|
|
|
|
145 |
|
18 |
|
|
2025-07-15 |
13F |
Fortitude Family Office, LLC
|
|
|
|
10 |
|
1 |
|
|
2025-08-14 |
13F |
Crawford Fund Management, LLC
|
|
|
|
34,783 |
109.02 |
4,213 |
128.29 |
|
2025-07-29 |
NP |
VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares
|
|
|
|
71,322 |
9.71 |
8,286 |
4.15 |
|
2025-08-01 |
13F |
MorganRosel Wealth Management, LLC
|
|
|
|
39 |
18.18 |
5 |
33.33 |
|
2025-07-15 |
13F |
Maseco Llp
|
|
|
|
375 |
|
45 |
|
|
2025-06-26 |
NP |
FSSNX - Fidelity Small Cap Index Fund
|
|
|
|
142,457 |
1.69 |
15,113 |
-2.07 |
|
2025-07-15 |
13F |
Financial Management Professionals, Inc.
|
|
|
|
264 |
|
32 |
|
|
2025-08-11 |
13F |
Martingale Asset Management L P
|
|
|
|
26,223 |
68.45 |
3,176 |
84.01 |
|
2025-08-14 |
13F |
Raymond James Financial Inc
|
|
|
|
722 |
|
87 |
|
|
2025-08-06 |
NP |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class
|
|
|
|
842 |
|
102 |
|
|
2025-08-12 |
13F |
Jpmorgan Chase & Co
|
|
|
|
172,088 |
29.71 |
20,843 |
41.63 |
|
2025-08-08 |
13F |
Geode Capital Management, Llc
|
|
|
|
383,849 |
0.38 |
46,499 |
9.58 |
|
2025-07-22 |
13F |
HFM Investment Advisors, LLC
|
|
|
|
3 |
200.00 |
0 |
|
|
2025-07-28 |
NP |
HDG - ProShares Hedge Replication ETF
|
|
|
|
19 |
11.76 |
2 |
0.00 |
|
2025-08-26 |
NP |
VVICX - Voya VACS Index Series SC Portfolio
|
|
|
|
1,039 |
3.38 |
126 |
12.61 |
|
2025-07-18 |
13F |
Dogwood Wealth Management LLC
|
|
|
|
24 |
|
3 |
|
|
2025-07-22 |
13F |
Bay Harbor Wealth Management, LLC
|
|
|
|
2 |
100.00 |
0 |
|
|
2025-08-11 |
13F |
Cornerstone Planning Group LLC
|
|
|
|
150 |
47.06 |
19 |
63.64 |
|
2025-08-27 |
NP |
BBVSX - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
6,734 |
0.07 |
816 |
9.25 |
|
2025-07-09 |
13F |
Harbor Capital Advisors, Inc.
|
|
|
|
772 |
14.54 |
0 |
|
|
2025-08-14 |
13F |
Voya Investment Management Llc
|
|
|
|
4,069 |
0.84 |
493 |
10.07 |
|
2025-07-29 |
NP |
TMFX - Motley Fool Next Index ETF
|
|
|
|
576 |
0.35 |
67 |
-5.71 |
|
2025-08-20 |
NP |
ASMOX - AQR Small Cap Momentum Style Fund Class I
|
|
|
|
1,866 |
31.97 |
226 |
44.87 |
|
2025-06-30 |
NP |
PFM - Invesco Dividend Achievers ETF
|
|
|
|
749 |
|
79 |
|
|
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 |
|
|
2025-07-29 |
NP |
VRTTX - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
1,141 |
16.19 |
133 |
10.00 |
|
2025-08-14 |
13F |
Royal Bank Of Canada
|
|
|
|
3,493 |
137.14 |
423 |
157.93 |
|
2025-08-12 |
13F |
XTX Topco Ltd
|
|
|
|
6,536 |
88.90 |
792 |
106.53 |
|
2025-08-13 |
13F |
EverSource Wealth Advisors, LLC
|
|
|
|
541 |
137.28 |
66 |
160.00 |
|
2025-08-14 |
13F |
Dark Forest Capital Management Lp
|
|
|
|
16,053 |
356.31 |
1,944 |
398.46 |
|
2025-08-07 |
13F |
Readystate Asset Management Lp
|
|
|
|
5,828 |
|
706 |
|
|
2025-08-12 |
13F |
Rhumbline Advisers
|
|
|
|
30,279 |
4.67 |
3,667 |
14.31 |
|
2025-06-23 |
NP |
PJARX - SmallCap Value Fund II R-3
|
|
|
|
1,102 |
14.20 |
117 |
9.43 |
|
2025-07-29 |
NP |
SLPAX - Siit Small Cap Fund - Class A
|
|
|
|
1,010 |
1,162.50 |
117 |
1,850.00 |
|
2025-06-24 |
NP |
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF
|
|
|
|
192 |
60.00 |
20 |
53.85 |
|
2025-08-26 |
NP |
IJSIX - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I
|
|
|
|
737 |
|
89 |
|
|
2025-06-26 |
NP |
KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
56 |
16.67 |
6 |
0.00 |
|
2025-08-18 |
NP |
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I
|
|
|
|
3,773 |
4.57 |
457 |
14.00 |
|
2025-07-08 |
13F |
Gillespie Robinson & Grimm Inc
|
|
|
|
5,008 |
|
607 |
|
|
2025-06-26 |
NP |
FZROX - Fidelity ZERO Total Market Index Fund
|
|
|
|
8,015 |
1.30 |
850 |
-2.41 |
|
2025-08-07 |
13F |
Acadian Asset Management Llc
|
|
|
|
11,552 |
148.91 |
1 |
|
|
2025-06-24 |
NP |
SWTSX - Schwab Total Stock Market Index Fund
|
|
|
|
8,414 |
7.68 |
893 |
3.72 |
|
2025-07-07 |
13F |
Versant Capital Management, Inc
|
|
|
|
242 |
26.70 |
29 |
38.10 |
|
2025-08-14 |
13F |
Hrt Financial Lp
|
|
|
|
5,663 |
|
1 |
|
|
2025-07-28 |
NP |
VCSLX - Small Cap Index Fund
|
|
|
|
6,368 |
17.25 |
740 |
11.30 |
|
2025-06-26 |
NP |
FLXSX - Fidelity Flex Small Cap Index Fund
|
|
|
|
2,700 |
18.06 |
286 |
13.94 |
|
2025-07-28 |
13F |
Allianz Asset Management GmbH
|
|
|
|
9,753 |
14.03 |
1,181 |
24.58 |
|
2025-07-29 |
NP |
ESGV - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
3,167 |
7.39 |
368 |
1.94 |
|
2025-08-15 |
13F |
Tower Research Capital LLC (TRC)
|
|
|
|
1,353 |
6.54 |
164 |
16.43 |
|
2025-08-29 |
NP |
JAFEX - Total Stock Market Index Trust NAV
|
|
|
|
448 |
9.00 |
54 |
20.00 |
|
2025-08-29 |
NP |
JADMX - Small Cap Opportunities Trust NAV
|
|
|
|
2,752 |
35.03 |
333 |
47.35 |
|
2025-07-11 |
13F |
Farther Finance Advisors, LLC
|
|
|
|
1,174 |
58,600.00 |
142 |
|
|
2025-08-14 |
13F |
Millennium Management Llc
|
|
|
|
2,659 |
|
322 |
|
|
2025-08-14 |
13F |
Jane Street Group, Llc
|
|
|
|
21,124 |
31.84 |
2,559 |
43.95 |
|
2025-06-26 |
NP |
DFAC - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
46,579 |
9.59 |
4,942 |
5.53 |
|
2025-08-07 |
13F |
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
8,285 |
104.21 |
1,003 |
122.89 |
|
2025-08-08 |
13F |
Pnc Financial Services Group, Inc.
|
|
|
|
34 |
9.68 |
4 |
33.33 |
|
2025-08-28 |
NP |
DTSVX - Small Company Value Portfolio Investment Class
|
|
|
|
770 |
|
93 |
|
|
2025-07-28 |
NP |
QRSVX - FPA Queens Road Small Cap Value Fund Investor Class
|
|
|
|
56,879 |
|
6,608 |
|
|
2025-07-31 |
13F |
Nisa Investment Advisors, Llc
|
|
|
|
102 |
1,175.00 |
12 |
|
|
2025-07-21 |
13F |
Ameritas Advisory Services, LLC
|
|
|
|
240 |
|
29 |
|
|
2025-08-14 |
13F |
Citadel Advisors Llc
|
|
|
|
50,206 |
104.46 |
6,081 |
123.28 |
|
2025-06-26 |
NP |
DXUV - Dimensional US Vector Equity ETF
|
|
|
|
794 |
19.40 |
84 |
15.07 |
|
2025-08-12 |
13F |
American Century Companies Inc
|
|
|
|
143,014 |
17.97 |
17,322 |
28.80 |
|
2025-08-11 |
13F |
Vanguard Group Inc
|
|
|
|
1,541,222 |
0.37 |
186,673 |
9.59 |
|
2025-08-14 |
13F |
UBS Group AG
|
|
|
|
115,292 |
15.82 |
13,964 |
26.46 |
|
2025-08-08 |
13F/A |
Sterling Capital Management LLC
|
|
|
|
381 |
55.51 |
46 |
70.37 |
|
2025-07-28 |
NP |
VVSCX - Small Cap Value Fund
|
|
|
|
3,808 |
32.22 |
442 |
83.40 |
|
2025-08-14 |
13F |
Bragg Financial Advisors, Inc
|
|
|
|
103,009 |
|
12,476 |
|
|
2025-08-20 |
NP |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II
|
|
|
|
2,718 |
6.01 |
329 |
15.85 |
|
2025-07-24 |
13F |
IFP Advisors, Inc
|
|
|
|
0 |
|
7 |
|
|
2025-08-06 |
NP |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class
|
|
|
|
10,738 |
1.90 |
1,301 |
11.30 |
|
2025-08-13 |
13F |
Northwestern Mutual Wealth Management Co
|
|
|
|
2 |
|
0 |
|
|
2025-07-29 |
NP |
EBI - Longview Advantage ETF
|
|
|
|
422 |
4,588.89 |
49 |
4,800.00 |
|
2025-08-14 |
13F |
Mml Investors Services, Llc
|
|
|
|
3,333 |
23.44 |
0 |
|
|
2025-08-15 |
13F |
Captrust Financial Advisors
|
|
|
|
16,242 |
0.26 |
1,967 |
9.46 |
|
2025-08-27 |
NP |
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
454,838 |
4.18 |
55,090 |
13.75 |
|
2025-07-21 |
13F |
Qrg Capital Management, Inc.
|
|
|
|
6,234 |
12.73 |
755 |
23.16 |
|
2025-08-14 |
13F |
Ameriprise Financial Inc
|
|
|
|
2,825 |
6.81 |
342 |
16.72 |
|
2025-08-14 |
13F |
Algert Global Llc
|
|
|
|
22,264 |
1.88 |
3 |
0.00 |
|
2025-08-12 |
13F |
Zacks Investment Management
|
|
|
|
4,338 |
|
525 |
|
|
2025-08-07 |
13F |
Allworth Financial LP
|
|
|
|
1,010 |
50,400.00 |
122 |
|
|
2025-08-13 |
13F |
Arrowstreet Capital, Limited Partnership
|
|
|
|
6,083 |
|
737 |
|
|
2025-08-29 |
NP |
STXK - Strive Small-Cap ETF
|
|
|
|
416 |
3.48 |
50 |
13.64 |
|
2025-05-14 |
13F |
Pilgrim Partners Asia Pte Ltd
|
|
|
|
10,000 |
11.11 |
1,109 |
15.40 |
|
2025-08-22 |
NP |
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
375 |
5.34 |
45 |
15.38 |
|
2025-07-24 |
13F |
CWM Advisors, LLC
|
|
|
|
3,236 |
3.95 |
392 |
13.33 |
|
2025-08-26 |
NP |
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB
|
|
|
|
16,552 |
0.18 |
2,005 |
9.39 |
|
2025-06-26 |
NP |
FSMD - Fidelity Small-Mid Factor ETF
|
|
|
|
16,581 |
765.85 |
1,759 |
959.64 |
|
2025-08-12 |
13F |
LPL Financial LLC
|
|
|
|
30,686 |
5.37 |
3,717 |
15.05 |
|
2025-08-12 |
13F |
MAI Capital Management
|
|
|
|
27 |
|
3 |
|
|
2025-08-14 |
13F |
Aquatic Capital Management LLC
|
|
|
|
2,628 |
52.35 |
318 |
66.49 |
|
2025-08-14 |
13F/A |
Barclays Plc
|
|
|
|
26,068 |
11.26 |
3 |
50.00 |
|
2025-08-14 |
13F |
Verition Fund Management LLC
|
|
|
|
2,717 |
|
329 |
|
|
2025-06-25 |
NP |
ISCB - iShares Morningstar Small-Cap ETF
|
|
|
|
697 |
4.03 |
74 |
0.00 |
|
2025-07-28 |
13F |
RMR Capital Management, LLC
|
|
|
|
4,917 |
10.42 |
596 |
20.69 |
|
2025-08-28 |
NP |
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I
|
|
|
|
1,840 |
4.55 |
223 |
13.85 |
|
2025-06-26 |
NP |
ETTOX - E*TRADE No Fee Total Market Index Fund
|
|
|
|
3 |
|
0 |
|
|
2025-06-26 |
NP |
FZIPX - Fidelity ZERO Extended Market Index Fund
|
|
|
|
5,163 |
1.45 |
548 |
-2.32 |
|
2025-08-11 |
13F |
Principal Securities, Inc.
|
|
|
|
338 |
45.06 |
41 |
66.67 |
|
2025-08-14 |
13F |
Price T Rowe Associates Inc /md/
|
|
|
|
11,695 |
17.31 |
1 |
0.00 |
|
2025-07-28 |
NP |
AVUV - Avantis U.S. Small Cap Value ETF
|
|
|
|
129,131 |
23.90 |
15,002 |
17.62 |
|
2025-08-14 |
13F |
Massachusetts Institute Of Technology
|
|
|
|
197,211 |
|
23,886 |
|
|
2025-06-24 |
NP |
BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF
|
|
|
|
4,888 |
11.52 |
519 |
7.47 |
|
2025-07-25 |
13F |
Concurrent Investment Advisors, LLC
|
|
|
|
1,951 |
|
236 |
|
|
2025-08-14 |
13F |
Wells Fargo & Company/mn
|
|
|
|
9,547 |
1.54 |
1,156 |
10.94 |
|
2025-07-28 |
NP |
AVSU - Avantis Responsible U.S. Equity ETF
|
|
|
|
296 |
5.34 |
34 |
0.00 |
|
2025-08-15 |
13F |
Great West Life Assurance Co /can/
|
|
|
|
7,009 |
7.20 |
1 |
|
|
2025-03-28 |
NP |
HAPS - Harbor Corporate Culture Small Cap ETF
|
|
|
|
5,520 |
7.90 |
608 |
5.56 |
|
2025-08-14 |
13F |
Sei Investments Co
|
|
|
|
4,089 |
44.23 |
495 |
57.64 |
|
2025-08-26 |
NP |
PSOPX - JPMorgan Small Cap Value Fund Class I
|
|
|
|
17,106 |
80.84 |
2,072 |
148.32 |
|
2025-08-29 |
NP |
JAFVX - Strategic Equity Allocation Trust Series NAV
|
|
|
|
2,054 |
1.78 |
249 |
11.21 |
|
2025-06-27 |
NP |
EBIT - Harbor AlphaEdge Small Cap Earners ETF
|
|
|
|
431 |
14.93 |
46 |
9.76 |
|
2025-08-14 |
13F |
Dauntless Investment Group, LLC
|
|
|
|
6,125 |
|
742 |
|
|
2025-08-27 |
NP |
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A
|
|
|
|
4,590 |
81.57 |
556 |
148.88 |
|
2025-08-13 |
13F |
Twin Peaks Wealth Advisors, LLC
|
|
|
|
2 |
|
0 |
|
|
2025-08-22 |
NP |
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
922 |
5.86 |
112 |
15.63 |
|
2025-08-12 |
13F |
CFC Planning Co LLC
|
|
|
|
1,987 |
|
241 |
|
|
2025-06-27 |
NP |
RSSL - Global X Russell 2000 ETF
|
|
|
|
8,635 |
6.66 |
916 |
2.81 |
|
2025-06-26 |
NP |
ISCG - iShares Morningstar Small-Cap Growth ETF
|
|
|
|
1,508 |
4.14 |
160 |
0.00 |
|
2025-07-24 |
NP |
FCFMX - Fidelity Series Total Market Index Fund
|
|
|
|
25,342 |
10.47 |
2,944 |
4.88 |
|
2025-08-14 |
13F |
Bnp Paribas Arbitrage, Sa
|
|
|
|
1,403 |
66.83 |
170 |
81.72 |
|
2025-07-25 |
13F |
Hemington Wealth Management
|
|
|
|
145 |
3.57 |
0 |
|
|
2025-06-27 |
NP |
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1
|
|
|
|
1,615 |
2.47 |
171 |
-1.16 |
|
2025-09-04 |
13F/A |
Advisor Group Holdings, Inc.
|
|
|
|
373 |
170.29 |
45 |
200.00 |
|
2025-07-28 |
NP |
MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
|
|
691 |
11.27 |
80 |
5.26 |
|
2025-08-11 |
13F |
Mach-1 Financial Group, Inc.
|
|
|
|
2,804 |
|
340 |
|
|
2025-08-14 |
13F |
Bank Of America Corp /de/
|
|
|
|
24,198 |
14.13 |
2,931 |
24.57 |
|
2025-05-30 |
NP |
SEIS - SEI Select Small Cap ETF
|
|
|
|
2,093 |
2.55 |
232 |
6.91 |
|
2025-06-26 |
NP |
DFSV - Dimensional US Small Cap Value ETF
|
|
|
|
112,476 |
2.51 |
11,933 |
-1.29 |
|
2025-07-31 |
13F |
Quest Partners LLC
|
|
|
|
994 |
2,060.87 |
120 |
2,300.00 |
|
2025-07-23 |
13F |
Charter Trust Co
|
|
|
|
109,566 |
0.31 |
13,271 |
9.52 |
|
2025-08-08 |
13F |
SG Americas Securities, LLC
|
|
|
|
6,528 |
|
1 |
|
|
2025-08-14 |
13F |
Fmr Llc
|
|
|
|
913 |
13.14 |
111 |
23.60 |
|
2025-06-26 |
NP |
DFUV - Dimensional US Marketwide Value ETF
|
|
|
|
19,991 |
0.04 |
2,121 |
-3.68 |
|
2025-08-28 |
NP |
SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
385 |
25.82 |
47 |
39.39 |
|
2025-08-11 |
13F |
HighTower Advisors, LLC
|
|
|
|
47,642 |
4.36 |
5,770 |
13.94 |
|
2025-08-06 |
13F |
BNP Paribas Asset Management Holding S.A.
|
|
|
|
50 |
|
0 |
|
|
2025-06-24 |
NP |
SWSSX - Schwab Small-Cap Index Fund
|
|
|
|
35,395 |
2.88 |
3,755 |
-0.92 |
|
2025-08-19 |
13F |
State of Wyoming
|
|
|
|
509 |
|
62 |
|
|
2025-08-01 |
13F |
Envestnet Asset Management Inc
|
|
|
|
4,065 |
9.98 |
492 |
20.00 |
|
2025-08-14 |
13F |
Qube Research & Technologies Ltd
|
|
|
|
96,840 |
66.36 |
11,729 |
81.65 |
|
2025-07-22 |
NP |
GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
|
|
|
|
2,439 |
28.37 |
283 |
21.98 |
|
2025-06-27 |
NP |
VLLU - Harbor AlphaEdge Large Cap Value ETF
|
|
|
|
306 |
212.24 |
32 |
220.00 |
|
2025-08-12 |
13F |
Legal & General Group Plc
|
|
|
|
15,843 |
5.47 |
1,919 |
15.13 |
|
2025-08-15 |
13F |
Morgan Stanley
|
|
|
|
82,999 |
26.33 |
10,053 |
37.93 |
|
2025-06-26 |
NP |
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
|
|
|
2,132 |
11.22 |
226 |
7.11 |
|
2025-08-14 |
13F |
Federation des caisses Desjardins du Quebec
|
|
|
|
150 |
|
18 |
|
|
2025-07-29 |
NP |
BPLSX - Boston Partners Long/Short Equity Fund INSTITUTIONAL
|
|
Short
|
|
-1,260 |
-47.52 |
-146 |
-50.17 |
|
2025-08-13 |
13F |
Arizona State Retirement System
|
|
|
|
4,125 |
2.03 |
500 |
11.38 |
|
2025-08-26 |
NP |
PEXMX - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
810 |
58.82 |
98 |
75.00 |
|
2025-06-26 |
NP |
ISCV - iShares Morningstar Small-Cap Value ETF
|
|
|
|
1,758 |
4.33 |
187 |
0.54 |
|
2025-08-14 |
13F |
Quantinno Capital Management LP
|
|
|
|
2,367 |
|
287 |
|
|
2025-08-14 |
13F |
Guardian Wealth Management, Inc.
|
|
|
|
47,718 |
2.97 |
5,780 |
12.43 |
|
2025-07-29 |
NP |
Zacks Trust - Zacks Small-Cap Core Fund Investor Class Shares
|
|
|
|
4,023 |
|
467 |
|
|
2025-08-28 |
NP |
ITOT - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
20,830 |
2.52 |
2,523 |
11.94 |
|
2025-07-30 |
13F |
D.a. Davidson & Co.
|
|
|
|
22,891 |
12.50 |
2,773 |
22.82 |
|
2025-08-13 |
13F |
Renaissance Technologies Llc
|
|
|
|
10,800 |
129.79 |
1,308 |
151.06 |
|