OLO / Olo Inc. - Kepemilikan Institusional - Pembeli

Olo Inc.
US ˙ NYSE ˙ US68134L1098

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Olo Inc. meliputi ADW Capital Management, LLC, Amanah Holdings Trust, Readystate Asset Management Lp, Nicholas Investment Partners, LP, Peak6 Llc, SSMAX - Siit Small Mid Cap Equity Fund - Class A, NOSGX - Northern Small Cap Value Fund, Campbell & CO Investment Adviser LLC, PSC - Principal U.S. Small-Cap Multi-Factor Index ETF, Centiva Capital, LP, NPSGX - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares, Bosman Wealth Management, LLC, Winton Capital Group Ltd, Symmetry Peak Management Llc, Catalyst Funds Management Pty Ltd, Toroso Investments, LLC, EHLS - Even Herd Long Short ETF, Walleye Trading LLC, Cetera Investment Advisers, dan U.S. Capital Wealth Advisors, 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
(%)
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 11,791 15.55 105 70.49
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 4,368 5.81 39 58.33
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 45,800 41.55 408 108.72
2025-07-28 NP HDG - ProShares Hedge Replication ETF 140 13.82 1
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 56 0
2025-07-29 NP SECAX - SIIT Small Cap II Fund - Class A 59,162 58.53 515 100.39
2025-08-14 13F Sei Investments Co 50,487 11.29 449 64.47
2025-08-13 13F Walleye Trading LLC Put 8,000 71
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 2,504 11.39 22 69.23
2025-08-13 13F Walleye Trading LLC 17,609 157
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 162,033 8.25 1,411 36.86
2025-08-12 13F EAM Investors, LLC 364,032 3,240
2025-08-13 13F Walleye Trading LLC Call 1,000 9
2025-08-14 13F Fmr Llc 14,589,008 75.76 129,842 158.99
2025-08-12 13F Jpmorgan Chase & Co 97,587 4.03 869 53.36
2025-07-14 13F GAMMA Investing LLC 1,576 168.03 14 366.67
2025-08-26 NP NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 8,474 75
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 25,717 18.71 229 75.38
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 63,280 0.21 563 47.77
2025-07-15 13F MCF Advisors LLC 1,472 236.07 13 550.00
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 318,161 476.54 1,973 384.52
2025-08-13 13F Cerity Partners LLC 27,912 6.19 248 56.96
2025-08-14 13F Symmetry Peak Management Llc Call 24,400 217
2025-08-28 NP SPWIX - Simt Small Cap Growth Fund Class I 140,597 35.85 1,251 100.16
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 264,293 3.64 1,639 -12.92
2025-08-14 13F Divisar Capital Management LLC 1,285,131 98.35 11,438 192.28
2025-06-24 NP FKASX - Federated Kaufmann Small Cap 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 1,000,000 25.00 6,200 5.01
2025-08-14 13F Nicholas Investment Partners, LP 219,575 1,954
2025-08-13 13F Arizona State Retirement System 32,080 5.42 286 55.74
2025-08-14 13F Quantinno Capital Management LP 30,202 61.16 269 137.17
2025-08-14 13F Manufacturers Life Insurance Company, The 41,916 11.44 373 64.32
2025-08-26 NP Profunds - Profund Vp Small-cap 264 10.00 2 100.00
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 88,700 14.16 789 68.23
2025-08-13 13F MetLife Investment Management, LLC 69,647 9.76 620 61.62
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 42,210 10.08 376 62.34
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 15,186 90.85 94 62.07
2025-08-13 13F StoneX Group Inc. 101,056 0.38 899 47.86
2025-08-12 13F Pathstone Holdings, LLC 55,550 11.62 494 64.67
2025-06-26 NP USMIX - Extended Market Index Fund 13,067 0.02 81 -15.62
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 33,974 47.05 296 85.53
2025-08-28 NP IWO - iShares Russell 2000 Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 593,144 28.18 5,279 88.90
2025-07-08 13F Amanah Holdings Trust 380,000 6,376
2025-08-14 13F Citadel Advisors Llc Call 19,100 855.00 170 1,308.33
2025-08-14 13F Qube Research & Technologies Ltd 1,476,836 29.78 13,144 91.23
2025-07-29 NP VFMO - Vanguard U.S. Momentum 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 113,379 16.05 988 46.66
2025-08-15 13F CI Private Wealth, LLC 10,324 92
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 31 10.71 0
2025-08-08 13F Hartland & Co., LLC 231 2
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 403 4.95 4 50.00
2025-08-12 13F Charles Schwab Investment Management Inc 961,700 6.69 8,559 57.22
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 17,258 12.15 154 66.30
2025-08-14 13F FIL Ltd 720,902 63.33 6,416 140.75
2025-08-14 13F Driehaus Capital Management Llc 1,500,960 19.38 13,359 75.93
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 7,462 65
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 276,180 5.78 1,712 -11.11
2025-08-21 NP LUSIX - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 10,933 97
2025-07-28 NP VCSLX - Small Cap Index Fund 45,169 12.88 393 42.91
2025-08-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 58,770 523
2025-08-08 13F Intech Investment Management Llc 95,280 0.65 848 48.34
2025-08-13 13F Centiva Capital, LP Put 50,000 445
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 589 10.51 5 66.67
2025-08-14 13F Group One Trading, L.p. 39,444 18,955.07 351 35,000.00
2025-06-26 NP FLXSX - Fidelity Flex Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 20,383 18.09 126 -0.79
2025-06-26 NP DFQTX - U.s. Core Equity 2 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 51,935 33.25 322 11.85
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 53,502 7.29 476 58.14
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 533,493 10.83 4,647 40.11
2025-06-26 NP FJACX - Fidelity Series Small Cap Discovery 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 322,194 9.00 1,998 -8.44
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 6,027 12.55 54 65.63
2025-07-30 13F Green Square Capital Advisors Llc 32,802 13.59 292 67.24
2025-08-13 13F SCS Capital Management LLC 28,324 16.88 252 72.60
2025-08-14 13F Aster Capital Management (DIFC) Ltd 386 3
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 1,078,622 2.84 6,687 -13.60
2025-08-11 13F Rothschild Investment Llc 295 84.38 3
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 271 9.72 2 100.00
2025-08-14 13F Evergreen Capital Management Llc 119,786 170.70 1,066 299.25
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 14,039 39.01 125 106.67
2025-08-14 13F Voya Investment Management Llc 58,085 2.47 517 50.88
2025-08-05 13F Simplex Trading, Llc 15,199 331.91 0
2025-08-12 13F Franklin Resources Inc 124,471 3.43 1,108 52.48
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 10,827 21.53 96 81.13
2025-08-14 13F Sherbrooke Park Advisers Llc 24,523 20.71 218 78.69
2025-08-28 NP SLLAX - SIMT Small Cap Fund Class F 101,303 31.04 902 93.35
2025-08-14 13F Winton Capital Group Ltd 26,755 238
2025-08-13 13F Cresset Asset Management, LLC 48,018 17.10 427 72.87
2025-06-25 NP TASVX - PGIM QMA SMALL-CAP VALUE FUND Class Z 286,600 3.02 1,777 -13.49
2025-08-12 13F Catalyst Funds Management Pty Ltd 20,600 183
2025-08-06 13F Savant Capital, LLC 35,338 5.04 315 54.68
2025-08-01 13F Envestnet Asset Management Inc 12,326 8.29 110 60.29
2025-06-24 NP ESCKX - 1290 Essex Small Cap Growth Fund Class R 85,253 1.08 529 -15.11
2025-08-14 13F State Street Corp 3,022,204 0.67 26,898 48.34
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 2,883,421 3.14 25,662 51.97
2025-07-29 NP VITAX - Vanguard Information Technology 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 2,422,395 2.70 21,099 29.83
2025-08-12 13F Swiss National Bank 209,900 1.99 1,868 50.28
2025-08-26 NP NOSGX - Northern Small Cap Value Fund 103,341 920
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 64,500 42.38 574 110.26
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 8,461 42.32 75 114.29
2025-08-07 13F ProShare Advisors LLC 23,682 2.97 211 52.17
2025-06-25 NP SPRAX - Pgim Qma Mid-cap Value Fund Class A 62,500 87.13 388 57.32
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 271,261 50.99 1,682 26.87
2025-08-13 13F Invesco Ltd. 677,372 329.44 6,029 533.19
2025-08-14 13F Aqr Capital Management Llc 155,997 27.07 1,388 87.31
2025-08-14 13F Wellington Management Group Llp 1,294,424 11,520
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 360,431 7.05 2,235 -10.06
2025-07-23 13F Laurus Investment Counsel Inc. 120,910 72.16 1,076 153.77
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 154,648 2.55 1,376 51.21
2025-06-26 NP FSSLX - Fidelity Series Small Cap Core Fund 756,100 94.37 4,688 63.31
2025-07-14 13F U.S. Capital Wealth Advisors, LLC Call 10,000 31
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 13,500 120
2025-07-21 13F Ameritas Advisory Services, LLC 450 4
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 23,822 4.35 212 54.74
2025-08-13 13F ExodusPoint Capital Management, LP 20,529 0
2025-08-14 13F Lazard Asset Management Llc 183,176 2
2025-08-14 13F Next Century Growth Investors Llc 1,159,731 227.37 10,322 382.52
2025-08-08 13F Geode Capital Management, Llc 2,716,409 6.42 24,180 56.81
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 19,400 108.60 169 162.50
2025-08-14 13F Toroso Investments, LLC 19,447 173
2025-08-14 13F Price T Rowe Associates Inc /md/ 57,684 25.82 1
2025-05-05 13F Lindbrook Capital, Llc 685 3.47 4 -20.00
2025-08-14 13F/A Barclays Plc 224,436 46.42 2
2025-08-15 13F Tower Research Capital LLC (TRC) 19,965 182.23 178 321.43
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 4,835 22.10 42 55.56
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 162 10.20 1
2025-07-17 13F Bosman Wealth Management, LLC 28,748 256
2025-08-07 13F Readystate Asset Management Lp 233,100 2,075
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 3,683 6,476.79 23
2025-08-27 NP PIBAX - PGIM BALANCED FUND Class A 19,400 4.30 173 53.57
2025-08-12 13F Entropy Technologies, LP 10,304 92
2025-08-12 13F Clear Street Markets Llc 2,000 18
2025-08-14 13F Legato Capital Management LLC 144,086 25.57 1,282 84.99
2025-06-30 NP PRFZ - Invesco FTSE RAFI US 1500 Small-Mid 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 95,598 7.68 593 -9.62
2025-07-30 13F Cullen/frost Bankers, Inc. 3,430 171.58 31 328.57
2025-08-18 13F Wolverine Trading, Llc 18,104 156
2025-08-12 13F Proequities, Inc. 0 0
2025-08-13 13F Victory Capital Management Inc 13,368 0.14 119 47.50
2025-05-27 NP Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 6,743 0.76 41 -21.57
2025-08-14 13F Canada Pension Plan Investment Board 13,300 118
2025-08-14 13F Ubs Asset Management Americas Inc 311,408 88.53 2,772 177.93
2025-08-14 13F Raymond James Financial Inc 288,687 1.17 2,569 49.10
2025-08-14 13F Royal Bank Of Canada 48,505 288.82 431 474.67
2025-08-11 13F Vanguard Group Inc 15,323,668 1.54 136,381 49.62
2025-07-29 NP RBB FUND, INC. - Adara Smaller Companies Fund 109,260 19.85 952 51.43
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 336,189 174.53 2,084 130.79
2025-06-27 NP RSSL - Global X Russell 2000 ETF 64,761 8.75 402 -8.66
2025-08-13 13F Northern Trust Corp 1,254,843 20.89 11,168 78.15
2025-08-07 13F Allworth Financial LP 559 167.46 5 300.00
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 15,068 27.90 131 61.73
2025-08-05 13F Corton Capital Inc. 12,772 16.74 114 71.21
2025-08-08 13F Creative Planning 41,492 26.30 369 86.36
2025-08-08 13F Cetera Investment Advisers 15,240 136
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 12,172 157.61 75 120.59
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 21,865 22.32 195 81.31
2025-08-15 13F ADW Capital Management, LLC 1,900,000 16,910
2025-07-30 NP SMIZ - Zacks Small/Mid Cap ETF 100,989 4.84 880 32.58
2025-08-13 13F Arrowstreet Capital, Limited Partnership 2,579,755 21.65 22,960 79.24
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 58,079 15.61 506 45.95
2025-08-14 13F Peak6 Llc Call 147,200 1,310
2025-08-15 13F Morgan Stanley 994,630 22.13 8,852 79.96
2025-08-18 13F/A National Bank Of Canada /fi/ 7 0
2025-08-14 13F Broadwood Capital Inc 3,782,821 112.24 33,667 212.75
2025-08-12 13F Legal & General Group Plc 132,335 11.35 1,178 64.16
2025-08-06 13F True Wealth Design, LLC 90 26.76 1
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 4,221 18.67 26 0.00
2025-07-31 13F Quest Partners LLC 88,564 788
2025-08-26 NP EHLS - Even Herd Long Short ETF 19,447 173
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 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 13,458 19.51 83 53.70
2025-07-29 NP SLPAX - Siit Small Cap Fund - Class A 54,224 32.00 472 66.78
2025-08-12 13F CIBC Private Wealth Group, LLC 22,875 204
2025-07-17 13F HB Wealth Management, LLC 30,819 10.30 274 63.10
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 22,145 10.42 137 -7.43
2025-08-12 13F MAI Capital Management 879 8
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 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 70,734 30.92 439 10.05
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 134,841 9.05 1,200 60.86
2025-06-26 NP DFEOX - U.s. Core Equity 1 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 74,106 31.14 459 10.07
2025-07-29 NP SSMAX - Siit Small Mid Cap Equity Fund - Class A 128,170 1,116
2025-08-04 13F Strs Ohio 15,100 134
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 12,072 4.01 75 -12.94
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 35,394 4.45 315 54.41
2025-09-04 13F/A Advisor Group Holdings, Inc. 10,761 1.09 96 48.44
2025-08-12 13F American Century Companies Inc 267,444 11.04 2,380 63.69
2025-07-23 13F Klp Kapitalforvaltning As 22,700 28.25 202 90.57
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 17,701 13.89 158 68.82
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 1,665 59.94 10 42.86
2025-07-31 13F Caitong International Asset Management Co., Ltd 654 1,768.57 6
2025-08-27 NP Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 129,200 12.15 1,150 65.32
2025-08-20 NP ASMOX - AQR Small Cap Momentum Style Fund Class I 7,542 67
2025-08-14 13F Dark Forest Capital Management Lp 103,527 921
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 231,272 16.81 2,014 47.65
2025-07-25 13F Cwm, Llc 11,907 15.42 0
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 30,848 12.36 275 66.06
2025-07-30 NP FCTDX - Strategic Advisers Fidelity U.S. Total Stock 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 5,861,990 112.51 51,058 168.64
2025-08-28 NP SPGM - SPDR(R) Portfolio MSCI Global 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 1,909 2.91 17 45.45
2025-08-08 13F SG Americas Securities, LLC 77,800 110.52 1
2025-08-07 13F Parkside Financial Bank & Trust 160 1
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 22,368 10.06 199 63.11
2025-08-12 13F Ameritas Investment Partners, Inc. 11,791 15.55 105 70.49
2025-08-12 13F Rhumbline Advisers 170,817 11.44 1,520 64.32
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 34 0
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 2,146,886 5.59 19,107 55.59
2025-08-08 13F Quinn Opportunity Partners LLC 227,322 278.20 2,023 457.30
2025-08-13 13F New York State Common Retirement Fund 2,131,094 1.60 19 50.00
2025-08-08 13F Principal Financial Group Inc 232,120 16.13 2,066 71.09
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 8,214 12.27 73 65.91
2025-06-26 NP FSCRX - Fidelity Small Cap Discovery 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 367,686 9.47 2,280 -8.03
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 2,155 19.72 19 90.00
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 14,614 13.85 130 68.83
2025-06-18 NP REBYX - U.S. Small Cap Equity Fund Class Y 96,296 308.99 597 410.26
2025-08-07 13F Campbell & CO Investment Adviser LLC 77,238 687
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 200,083 10.59 1,781 63.00
2025-08-14 13F Susquehanna International Group, Llp 306,816 123.15 2,731 228.92
2025-08-28 NP NPSGX - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares 32,280 287
2025-08-14 13F Susquehanna International Group, Llp Call 84,500 294.86 752 482.95
2025-08-14 13F Susquehanna International Group, Llp Put 67,900 261.17 604 434.51
2025-08-12 13F Trexquant Investment LP 355,989 20.72 3,168 77.88
2025-08-08 13F Pnc Financial Services Group, Inc. 446 262.60 4
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 1,245 0
2025-08-13 13F EverSource Wealth Advisors, LLC 213 16.39 2 0.00
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 3,479,997 4.55 30,972 54.05
2025-07-11 13F Diversified Trust Co 33,394 0.15 297 47.76
2025-08-14 13F CoreCap Advisors, LLC 109 1
2025-08-26 NP DMCRX - Driehaus Micro Cap Growth Fund 244,615 20.35 2,177 77.42
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 440 7.06 3 -33.33
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 3,200 64.36 28 154.55
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 10,955 38.01 97 106.38
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 62,998 0.16 549 26.56
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 1,830,713 5.30 16,293 55.16
2025-08-28 NP SEIS - SEI Select Small Cap ETF 109,053 79.42 971 164.31
2025-08-08 13F/A Sterling Capital Management LLC 1,455 46.53 13 140.00
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