PDM / Piedmont Realty Trust, Inc. - Kepemilikan Institusional - Pembeli

Piedmont Realty Trust, Inc.
US ˙ NYSE ˙ US7201902068

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Piedmont Realty Trust, Inc. meliputi Glenmede Investment Management, LP, PCBCX - Victory Pioneer Balanced Fund Class C, CSMIX - Columbia Small Cap Value Fund I Class A, COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1, PMYRX - Victory Pioneer Equity Premium Income Fund Class Y, Hussman Strategic Advisors, Inc., HSGFX - Hussman Strategic Growth Fund, Ieq Capital, Llc, Brevan Howard Capital Management LP, EntryPoint Capital, LLC, Colony Group, LLC, Jane Street Group, Llc, Pitcairn Co, Hanover Advisors Inc, New Age Alpha Funds Trust - NAA Risk Managed Real Estate Fund Institutional Class, WSML - iShares MSCI World Small-Cap ETF, Federation des caisses Desjardins du Quebec, HSAFX - Hussman Strategic Allocation Fund, BRYN MAWR TRUST Co, dan Fortitude Family Office, LLC .

Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)		 Saham Δ Saham
(%)		 Dilaporkan
Nilai
($1000)		 Nilai Δ
(%)		 Alokasi Port
(%)
2025-07-15 13F Public Employees Retirement System Of Ohio 183,945 1.48 1,341 0.37
2025-03-27 NP HRLIX - The Hartford Global Real Asset Fund Class I 11,104 97
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 20,099 1.76 147 0.69
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 1,851 112.76 14 85.71
2025-08-04 13F Wolverine Asset Management Llc 433,094 6,504.06 3,157 6,477.08
2025-08-27 NP VMNFX - Vanguard Market Neutral 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 170,992 5.85 1,247 4.71
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 137,112 1.40 1,000 0.30
2025-07-28 13F Allianz Asset Management GmbH 73,194 3.27 534 2.11
2025-08-01 13F Teacher Retirement System Of Texas 18,890 4.20 138 3.01
2025-07-11 13F/A Umb Bank N A/mo 320 2
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 71,343 0.14 508 -6.11
2025-08-14 13F UBS Group AG 618,127 8.21 4,506 7.03
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 23,511 0.56 171 -0.58
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 56,992 2.82 337 -30.58
2025-08-28 NP RWR - SPDR(R) Dow Jones REIT 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 263,946 10.53 1,924 9.38
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 18,435 2.90 134 1.52
2025-08-14 13F Ieq Capital, Llc 83,428 608
2025-08-13 13F Arizona State Retirement System 36,307 2.07 265 0.76
2025-07-22 13F Merit Financial Group, LLC 66,886 5.55 488 4.28
2025-08-14 13F Van Eck Associates Corp 35,356 8.37 0
2025-08-08 13F SG Americas Securities, LLC 657,789 4.92 5 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 187,785 131.28 1,110 56.42
2025-09-04 13F/A Advisor Group Holdings, Inc. 45,122 1.15 329 0.00
2025-07-25 NP CRAAX - Columbia Adaptive Risk Allocation Fund Class A 198,200 1,276.39 1,411 1,194.50
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 24,181 5.67 176 4.76
2025-08-14 13F Quantinno Capital Management LP 66,505 100.11 485 98.36
2025-08-08 13F Cetera Investment Advisers 43,285 18.00 316 16.67
2025-08-13 13F Norges Bank 111,548 813
2025-08-14 13F Algert Global Llc 339,180 1,717.68 2
2025-06-30 NP VRTPX - Vanguard Real Estate II Index Fund 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 803,988 0.25 4,752 -32.22
2025-07-28 NP BBRE - JPMorgan BetaBuilders MSCI U.S. REIT ETF 136,471 1.70 972 -4.62
2025-07-30 13F Ethic Inc. 39,513 7.71 288 5.51
2025-06-26 NP HSMAX - HARTFORD SMALL CAP VALUE FUND Class A 463,440 110.64 2,739 42.46
2025-08-14 13F Bank Of America Corp /de/ 879,980 39.86 6,415 38.34
2025-07-07 13F Versant Capital Management, Inc 2,032 942.05 15 1,300.00
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-14 13F Jane Street Group, Llc Call 16,700 122
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-14 13F Jane Street Group, Llc 62,802 8.29 458 7.03
2025-08-12 13F Proequities, Inc. 0 0
2025-07-28 NP VCSLX - Small Cap Index Fund 58,438 23.92 416 16.53
2025-07-23 13F Optas, LLC 18,797 137
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 7,189 51
2025-06-27 NP RSSL - Global X Russell 2000 ETF 74,955 6.71 443 -27.90
2025-08-14 13F/A Skopos Labs, Inc. 628 1,694.29 5
2025-08-14 13F Jacobs Levy Equity Management, Inc 24,127 176
2025-08-14 13F Mercer Global Advisors Inc /adv 29,499 12.98 215 11.98
2025-05-30 NP DHS - WisdomTree U.S. High Dividend Fund N/A 4,611 1.59 34 -19.51
2025-08-14 13F Wells Fargo & Company/mn 97,804 5.82 713 4.55
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 634 0.96 5 0.00
2025-08-12 13F Rhumbline Advisers 222,958 1.97 1,625 0.87
2025-08-14 13F Colony Group, LLC 17,247 126
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 43,816 11.53 259 -24.78
2025-08-08 13F/A Sterling Capital Management LLC 3,309 55.35 24 60.00
2025-08-14 13F Federation des caisses Desjardins du Quebec 7,143 52
2025-08-14 13F Brevan Howard Capital Management LP 37,786 275
2025-07-25 NP SCHH - Schwab U.S. REIT 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 757,727 6.77 5,395 0.17
2025-08-14 13F Daiwa Securities Group Inc. 43,865 6.24 0
2025-07-29 NP BOGIX - Bogle Investment Management Small Cap Growth Fund 94,405 66.03 672 55.92
2025-08-14 13F Group One Trading, L.p. Call 1,100 22.22 8 33.33
2025-08-14 13F Xponance, Inc. 11,261 4.17 82 3.80
2025-08-28 NP SEIS - SEI Select Small Cap ETF 71,854 12.33 524 11.04
2025-08-28 NP HSGFX - Hussman Strategic Growth Fund 100,000 729
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 28,040 13.83 200 6.99
2025-08-21 NP MXREX - Great-West Real Estate Index Fund Investor Class 126,246 19.49 920 18.25
2025-06-24 NP GQRE - FlexShares Global Quality Real Estate Index Fund This fund is a listed as child fund of Northern Trust 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 133,276 24.94 788 -15.56
2025-07-15 13F Wilsey Asset Management Inc 4,115,288 2.58 30,000 1.47
2025-07-31 13F Sumitomo Mitsui Trust Holdings, Inc. 143,279 10.48 1,045 9.32
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 4,000,460 2.04 29,163 0.93
2025-07-28 NP VVSCX - Small Cap Value Fund 91,720 4.07 653 -2.25
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 1,338 105.21 10 80.00
2025-06-26 NP FESIX - Fidelity SAI Real Estate 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 15,382 61.95 91 8.43
2025-08-14 13F Wellington Management Group Llp 3,073,052 43.94 22,403 42.38
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 3,043 3.47 22 -4.55
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 8,956 5.25 65 4.84
2025-08-08 13F Hartland & Co., LLC 93 1
2025-08-08 13F Creative Planning 97,710 148.29 712 145.52
2025-08-13 13F Renaissance Technologies Llc 432,400 21.02 3,152 19.71
2025-06-26 NP IIVAX - Transamerica Small/Mid Cap Value A 86,450 14.88 511 -22.37
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 7,156 0
2025-08-18 13F/A Hudson Bay Capital Management LP 3,013,575 34.92 21,969 33.45
2025-08-04 13F Arkadios Wealth Advisors 13,008 0.05 95 -1.05
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 514 7.98 3 -25.00
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 49,213 0.62 350 -5.66
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 23,934 1.65 141 -31.22
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 213,272 2.59 1,555 1.44
2025-08-14 13F Vident Advisory, LLC 42,470 9.50 310 8.42
2025-07-25 NP PMSAX - Global Multi-Strategy Fund Class A 8,385 62.50 60 51.28
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 2,394 22.08 17 21.43
2025-07-25 NP BRSDX - MFS Blended Research Small Cap Equity Fund A 552,710 0.53 3,935 -5.70
2025-07-15 13F Fortitude Family Office, LLC 436 3
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 11,753 12.11 86 10.39
2025-05-22 NP ICRNX - VY(R) Clarion Global Real Estate Portfolio Class ADV 51,920 383
2025-07-29 13F Virginia Retirement Systems Et Al 386,739 3,604.04 2,819 3,609.21
2025-08-26 NP Profunds - Profund Vp Small-cap 284 2.16 2 0.00
2025-08-15 13F Captrust Financial Advisors 15,553 38.75 113 37.80
2025-08-27 NP VSEQX - Vanguard Strategic Equity 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 1,022,627 15.02 7,455 13.77
2025-08-14 13F Manufacturers Life Insurance Company, The 62,714 0.26 457 -0.87
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 41,226 2.36 0
2025-08-13 13F Cambria Investment Management, L.P. 67,069 13.08 489 11.67
2025-08-12 13F Inceptionr Llc 22,275 162
2025-08-12 13F Dimensional Fund Advisors Lp 1,645,985 0.34 11,999 -0.74
2025-08-27 13F/A Squarepoint Ops LLC 93,632 683
2025-08-15 13F Great West Life Assurance Co /can/ 225,194 13.44 2 0.00
2025-07-16 13F State of Alaska, Department of Revenue 60,049 1.34 0
2025-07-24 13F IFP Advisors, Inc 512 4
2025-07-22 13F Gsa Capital Partners Llp 14,087 0
2025-08-06 13F Savant Capital, LLC 27,454 54.98 200 53.85
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 324,073 11.55 1,915 -24.58
2025-08-14 13F D. E. Shaw & Co., Inc. 26,501 193
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 6,417 110.05 47 109.09
2025-08-27 NP PJEAX - PGIM US Real Estate Fund Class A 171,452 7.68 1,250 6.48
2025-08-22 NP CREAX - Columbia Real Estate Equity Fund Class A 232,100 1,026.70 1,692 1,020.53
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 14,031 2.57 83 -31.09
2025-08-14 13F Susquehanna International Group, Llp Call 32,900 240
2025-08-11 13F Greenland Capital Management LP 312,985 2,282
2025-08-11 13F Vanguard Group Inc 19,314,698 0.34 140,804 -0.75
2025-08-12 13F Jpmorgan Chase & Co 1,965,690 4.24 14,330 3.11
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 1,936,855 1.50 14,120 0.39
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 56 0
2025-07-21 13F Ameritas Advisory Services, LLC 4,903 36
2025-07-14 13F UMA Financial Services, Inc. 211 31.06 2 0.00
2025-08-14 13F Citadel Advisors Llc Put 16,200 90.59 118 90.32
2025-08-13 13F First Trust Advisors Lp 394,226 1,166.63 2,874 1,154.59
2025-08-14 13F Citadel Advisors Llc 22,238 106.94 162 105.06
2025-08-14 13F Citadel Advisors Llc Call 16,700 36.89 122 35.96
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 15,852 90.19 116 91.67
2025-08-14 13F Voya Investment Management Llc 35,326 1.28 258 0.00
2025-06-26 NP DFREX - Dfa Real Estate Securities 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 676,622 14.72 3,999 -22.43
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 307,667 2.72 1,818 -30.53
2025-08-20 NP ASMOX - AQR Small Cap Momentum Style Fund Class I 12,875 12.75 94 -10.58
2025-08-01 13F Envestnet Asset Management Inc 24,330 0.30 177 -0.56
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 683,433 0.22 4,866 -5.97
2025-06-25 NP FREL - Fidelity MSCI Real Estate 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 98,636 11.30 583 -24.81
2025-08-13 13F Arrowstreet Capital, Limited Partnership 834,157 101.94 6,081 99.77
2025-08-15 13F Tower Research Capital LLC (TRC) 14,468 68.29 105 66.67
2025-08-12 13F Franklin Resources Inc 109,873 0.59 801 -0.62
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 93,200 1.97 679 0.89
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 278,419 1,645
2025-07-17 13F Sonora Investment Management Group, LLC 125,400 213.50 914 210.88
2025-08-05 13F Hussman Strategic Advisors, Inc. 105,000 765
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 175 2.34 1 0.00
2025-06-27 NP BLDG - Cambria Global Real Estate ETF 61,289 1.66 362 -31.18
2025-07-28 13F BRYN MAWR TRUST Co 1,292 9
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 143,823 2.56 1,048 1.45
2025-08-06 13F Fox Run Management, L.l.c. 17,373 127
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 11,008 30.26 80 29.03
2025-07-11 13F Arrow Investment Advisors, LLC 23,772 38.80 173 37.30
2025-08-14 13F Aster Capital Management (DIFC) Ltd 4,137 30
2025-08-12 13F SRS Capital Advisors, Inc. 1,119 1,065.62 8
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 1,276,297 3.46 7,543 -30.04
2025-08-12 13F Charles Schwab Investment Management Inc 2,779,465 20.55 20,262 19.24
2025-08-22 NP COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 164,922 1,202
2025-06-26 NP REET - iShares Global REIT 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 303,908 2.36 1,796 -30.76
2025-05-30 NP New Age Alpha Funds Trust - NAA Risk Managed Real Estate Fund Institutional Class 9,669 71
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 292 0.34 2 0.00
2025-08-14 13F Lazard Asset Management Llc 157,672 1
2025-07-29 NP ISMD - Inspire Small/Mid Cap Impact ETF 48,039 14.85 342 7.89
2025-08-19 NP RIFBX - U.S. Small Cap Equity Fund 5,618 41
2025-08-13 13F EverSource Wealth Advisors, LLC 4,405 214.64 32 220.00
2025-08-14 13F Glenmede Investment Management, LP 1,630,631 11,887
2025-06-27 NP PMYRX - Victory Pioneer Equity Premium Income Fund Class Y 142,207 840
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 45,042 17.11 328 15.90
2025-08-14 13F Mariner, LLC 22,901 40.02 167 38.33
2025-08-12 13F Hanover Advisors Inc 11,814 86
2025-07-29 NP VEVFX - Vanguard Explorer Value 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 746,456 57.07 5,315 47.32
2025-08-14 13F Aqr Capital Management Llc 554,945 67.01 4,046 65.24
2025-06-25 NP CSMIX - Columbia Small Cap Value Fund I Class A 359,150 2,123
2025-08-13 13F MetLife Investment Management, LLC 76,988 9.33 561 8.09
2025-06-26 NP TSLCX - Transamerica Small Cap Value C 28,000 46.21 165 -1.20
2025-08-12 13F LPL Financial LLC 144,934 6.26 1,057 5.07
2025-08-14 13F Millennium Management Llc 1,119,228 8,159
2025-08-14 13F Cohen & Steers, Inc. 4,315,694 31
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 175,798 7.84 1,252 1.13
2025-08-14 13F Verition Fund Management LLC 61,616 449
2025-08-14 13F Goldman Sachs Group Inc 1,468,184 41.35 10,703 39.84
2025-08-13 13F M&t Bank Corp 13,549 12.82 99 11.36
2025-05-15 13F/A Orion Portfolio Solutions, LLC 117,282 103.19 864 63.64
2025-08-14 13F Fmr Llc 46,042 34.14 336 32.94
2025-08-05 13F Simplex Trading, Llc Call 8,500 254.17 0
2025-08-13 13F Victory Capital Management Inc 276,473 1,774.14 2,015 1,765.74
2025-07-25 13F Cwm, Llc 33,138 165.55 0
2025-08-11 13F Private Advisor Group, LLC 12,496 12.14 91 10.98
2025-08-06 13F Rialto Wealth Management, LLC 74 1
2025-08-05 13F Simplex Trading, Llc 3,481 569.42 0
2025-05-27 NP Brighthouse Funds Trust I - Clarion Global Real Estate Portfolio Class A 276,826 2,040
2025-08-14 13F Bnp Paribas Arbitrage, Sa 10,741 59.69 78 59.18
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 42,104 18.25 317 20.99
2025-06-27 NP PCBCX - Victory Pioneer Balanced Fund Class C 379,088 2,240
2025-07-24 NP ESML - iShares ESG MSCI 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 133,155 24.89 948 17.18
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 3,223 19.77 23 21.05
2025-08-14 13F Ubs Asset Management Americas Inc 1,165,006 22.63 8,493 21.30
2025-08-15 13F Caxton Associates Llp 145,508 102.02 1,061 100.00
2025-08-06 13F Metis Global Partners, LLC 20,526 30.52 150 29.57
2025-06-26 NP GYLD - Arrow Dow Jones Global Yield ETF 19,713 15.10 117 -22.15
2025-08-13 13F Hsbc Holdings Plc 115,939 1.03 844 -0.24
2025-08-13 13F Jones Financial Companies Lllp 100 1
2025-08-18 13F Geneos Wealth Management Inc. 39,440 39.23 288 37.98
2025-08-12 13F Laurel Wealth Advisors LLC 7,786 629.03 1 -85.71
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 945 59.90 6 0.00
2025-07-28 NP HDG - ProShares Hedge Replication ETF 162 11.72 1 0.00
2025-08-14 13F Harwood Advisory Group, LLC 108 2.86 1 -100.00
2025-08-08 13F Geode Capital Management, Llc 3,418,028 1.37 24,920 0.26
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Real Estate Portfolio Class IB 2,428 2.27 18 0.00
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 6,455 6.55 47 6.82
2025-08-14 13F Ameriprise Financial Inc 2,046,431 368.81 14,262 343.33
2025-06-17 NP GRASX - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares 185,834 5.17 1,098 -28.89
2025-06-26 NP CVAR - Cultivar ETF 21,398 40.30 126 -5.26
2025-07-29 13F Nordea Investment Management Ab 744,743 0.20 5,407 -0.62
2025-08-11 13F Rothschild Investment Llc 720 102.82 5 150.00
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 232,876 2.84 1,658 -3.49
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 1,276 12.13 8 -22.22
2025-06-26 NP DFAR - Dimensional US Real Estate ETF 130,011 6.39 768 -28.09
2025-08-14 13F Price T Rowe Associates Inc /md/ 128,370 6.99 1
2025-07-09 13F Harbor Capital Advisors, Inc. 1,282 12.16 0
2025-08-28 NP PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund 40,092 4.29 292 3.18
2025-06-26 NP DFGR - Dimensional Global Real Estate ETF 154,408 6.62 913 -27.91
2025-07-24 13F Standard Life Aberdeen plc 34,778 9.39 254 8.12
2025-08-12 13F Legal & General Group Plc 616,193 4.07 4,492 2.96
2025-08-25 NP MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 300,215 56.03 2,189 54.30
2025-08-13 13F OMERS ADMINISTRATION Corp 13,900 101
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 25,102 22.22 148 -17.32
2025-08-11 13F EntryPoint Capital, LLC 29,079 212
2025-08-08 13F Massachusetts Financial Services Co /ma/ 1,122,489 4.45 8,183 3.31
2025-08-27 NP Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 110,572 0.74 806 -0.25
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 622,382 10.11 4,431 3.29
2025-08-19 13F/A Pitcairn Co 13,183 96
2025-06-25 NP USRT - iShares Core U.S. REIT 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 311,384 5.93 1,840 -28.38
2025-08-13 13F Systematic Financial Management Lp 1,460,237 0.95 10,645 -0.14
2025-08-26 NP FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF 8,740 9.74 64 8.62
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 6,077 3.84 36 -31.37
2025-05-23 NP USAF - Atlas America Fund 558 121.43 4 100.00
2025-07-24 13F Us Bancorp \de\ 16,173 41.84 118 39.29
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 9,694 15.08 57 -21.92
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 1,201,555 710.22 8,759 702.11
2025-08-14 13F Nissay Asset Management Corp /japan/ /adv 20,648 5.89 151 4.90
2025-08-13 13F Mackenzie Financial Corp 29,452 110.91 215 109.80
2025-08-14 13F/A Barclays Plc 237,927 10.56 2 0.00
2025-08-12 13F MAI Capital Management 1,182 522.11 9 700.00
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 2,802 12.39 20 11.11
2025-08-28 NP HSAFX - Hussman Strategic Allocation Fund 5,000 36
2025-08-14 13F State Street Corp 5,571,311 2.23 40,615 1.12
2025-07-24 13F CWM Advisors, LLC 54,266 16.33 396 15.16
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