PLOW / Douglas Dynamics, Inc. - Kepemilikan Institusional - Pembeli

Douglas Dynamics, Inc.
US ˙ NYSE ˙ US25960R1059

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Douglas Dynamics, Inc. meliputi Alta Fox Capital Management, Llc, Gabelli Funds Llc, Gamco Investors, Inc. Et Al, Segall Bryant & Hamill, Llc, Lsv Asset Management, AVUV - Avantis U.S. Small Cap Value ETF, Advanced Series Trust - Ast Prudential Growth Allocation Portfolio, 1492 Capital Management LLC, Raymond James Financial Inc, Quantinno Capital Management LP, Polymer Capital Management (US) LLC, Commonwealth Equity Services, Llc, Mackenzie Financial Corp, PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I, PIBAX - PGIM BALANCED FUND Class A, AVUVX - Avantis U.S. Small Cap Value Fund Institutional Class, LUSIX - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares, EBI - Longview Advantage ETF, RUSC - U.S. Small Cap Equity Active ETF, 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
(%)
2025-08-12 13F Prudential Financial Inc 119,854 3,532
2025-08-13 13F Arrowstreet Capital, Limited Partnership 157,823 4,651
2025-08-08 13F Geode Capital Management, Llc 539,933 0.48 15,915 27.45
2025-06-27 NP SMLL - Harbor Active Small Cap ETF 11,835 36.30 284 26.34
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 179 1.70 4 0.00
2025-07-25 13F Cwm, Llc 6,413 18.76 0
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 429 12.89 13 50.00
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 4,868 143
2025-07-25 NP FNDA - Schwab Fundamental U.S. Small Company 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 33,446 20.39 919 22.37
2025-07-28 13F New York State Teachers Retirement System 2,070 0
2025-08-11 13F BluePath Capital Management, LLC 40,452 22.18 1,192 55.01
2025-06-27 NP ESCQX - Embark Small Cap Equity Fund Retirement Class 368,376 3.53 8,834 -3.96
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 4,769 28.27 141 62.79
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 16,949 2.42 499 29.95
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 10,514 3.85 310 31.49
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 391 0
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 1,132 35.24 31 40.91
2025-08-13 13F 1492 Capital Management LLC 23,820 702
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 95 7.95 2 0.00
2025-08-13 13F Jones Financial Companies Lllp 154 4
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 1,758 5.84 52 34.21
2025-08-14 13F Legato Capital Management LLC 49,189 13.79 1,450 44.32
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 16 0
2025-08-14 13F Millennium Management Llc 25,014 737
2025-08-11 13F Vanguard Group Inc 1,435,224 8.90 42,296 38.16
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 4,381 16.33 105 8.25
2025-08-13 13F Mackenzie Financial Corp 13,366 394
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 113,836 9.95 3,129 11.79
2025-08-26 NP AZBAX - AllianzGI Small-Cap Fund Class A 15,250 1,827.94 449 1,303.13
2025-04-24 NP BDSIX - BlackRock Advantage Small Cap Core Fund Institutional Shares 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 4,343 203.71 117 185.37
2025-06-26 NP SOVF - Sovereign's Capital Flourish Fund 70,085 149.45 1,681 131.40
2025-06-27 NP BIVIX - Invenomic Fund Institutional Class shares 279,366 34.80 6,699 25.05
2025-08-11 13F Royce & Associates Lp 317,433 9,355
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 13,286 13.27 392 43.75
2025-08-14 13F UBS Group AG 40,179 1.12 1,184 28.28
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 122,472 2.33 3,609 29.82
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 528 14.53 16 50.00
2025-07-24 13F Us Bancorp \de\ 2,836 11.00 84 40.68
2025-08-19 13F State of Wyoming 2,430 20.00 72 51.06
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 4,164 9.61 123 38.64
2025-08-14 13F Polymer Capital Management (US) LLC 15,503 457
2025-08-26 NP Profunds - Profund Vp Small-cap 52 1.96 2 0.00
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 232,349 1.85 5,572 -5.53
2025-08-05 13F Simplex Trading, Llc Put 100 0
2025-07-29 NP EBI - Longview Advantage ETF 2,391 66
2025-08-05 13F Simplex Trading, Llc Call 500 25.00 0
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 4,163 11.01 123 40.23
2025-08-12 13F Legal & General Group Plc 26,968 2.76 795 30.38
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 3,388 0.39 100 26.92
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 704,624 2.04 20,765 29.46
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 363,024 1.39 10,698 28.63
2025-05-30 NP DHSCX - Diamond Hill Small Cap Fund Class A 84,390 34.77 1,960 32.52
2025-08-26 NP FDM - First Trust Dow Jones Select MicroCap Index Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 74,924 4.58 2,208 32.69
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 29,865 2.64 880 30.37
2025-07-25 13F Pzena Investment Management Llc 2,281,587 0.38 67,238 27.34
2025-08-14 13F Jane Street Group, Llc 105,931 158.27 3,122 227.84
2025-08-12 13F Hillsdale Investment Management Inc. 110,100 66.06 3,245 110.65
2025-07-07 13F Kings Path Partners LLC 16,031 47.28 472 87.30
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 4,567 16.36 110 7.92
2025-08-27 NP Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 312,751 4.33 9,217 32.36
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 1 0
2025-08-14 13F Ameriprise Financial Inc 97,007 52.35 2,859 93.24
2025-07-28 NP AVUS - Avantis U.S. 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 6,944 5.87 191 7.34
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 1,220 8.93 36 34.62
2025-07-28 NP AVUV - Avantis U.S. Small Cap Value 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 33,771 928
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 628 50.60 19 100.00
2025-06-30 NP RFIMX - Ranger Micro Cap Fund Institutional Class 10,130 53.14 243 42.35
2025-08-14 13F T. Rowe Price Investment Management, Inc. 929,803 2.46 27 28.57
2025-07-28 NP AVUVX - Avantis U.S. Small Cap Value Fund Institutional Class 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 3,000 82
2025-08-08 13F Hartland & Co., LLC 200 6
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 2,021 60.78 60 103.45
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 4,678 0.62 129 2.40
2025-08-14 13F Sovereign's Capital Management, LLC 161,741 8.18 4,767 37.23
2025-08-14 13F Punch & Associates Investment Management, Inc. 612,631 0.65 18,054 27.69
2025-08-15 13F Great West Life Assurance Co /can/ 4,653 6.09 0
2025-08-12 13F Dean Investment Associates, Llc 97,570 0.16 2,875 27.10
2025-08-26 NP FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF 782 60.91 23 43.75
2025-08-14 13F Bnp Paribas Arbitrage, Sa 25,356 212.88 747 297.34
2025-06-26 NP DFFVX - U.S. Targeted Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 137,431 108.80 3,296 93.71
2025-07-28 NP VCSLX - Small Cap Index Fund 9,637 11.31 265 12.82
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 2,398 355.89 58 338.46
2025-06-24 NP SFSNX - Schwab Fundamental US Small Company Index Fund Institutional Shares 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 6,865 31.59 165 22.39
2025-08-27 NP Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 27,600 813
2025-08-14 13F Silvercrest Asset Management Group Llc 685,723 30.93 20,208 66.10
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 32,554 6.70 895 8.36
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 44,313 5.76 1,218 7.50
2025-08-06 13F Commonwealth Equity Services, Llc 13,436 0
2025-08-15 13F Morgan Stanley 179,115 23.19 5,279 56.29
2025-08-15 NP RYTRX - Royce Total Return Fund Investment Class 310,936 38.39 9,163 69.09
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 57,065 4.39 1,368 -3.18
2025-07-16 13F Signaturefd, Llc 206 6
2025-08-11 13F Lsv Asset Management 73,503 2
2025-08-13 13F Russell Investments Group, Ltd. 220,709 112.36 6,504 169.43
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 6,263 12.44 185 42.64
2025-08-14 13F State Street Corp 572,625 3.25 16,875 30.99
2025-05-14 13F Keeley-Teton Advisors, LLC 148,415 55.65 3,448 53.00
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 1,375 2.38 41 29.03
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 45,018 13.10 1,238 14.96
2025-08-27 NP VSTCX - Vanguard Strategic Small-Cap 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 42,669 186.62 1,257 264.35
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 2,061 8.82 61 39.53
2025-08-12 13F Segall Bryant & Hamill, Llc 89,599 2,640
2025-08-27 NP VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 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 64,325 151.31 1,896 219.02
2025-08-19 13F Ranger Investment Management, L.P. 278,704 58.21 8,213 100.71
2025-05-27 NP PSGIX - Blackrock Advantage Small Cap Growth Fund Institutional 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 11,508 27,968.29 267 26,600.00
2025-08-08 13F/A Sterling Capital Management LLC 146 67.82 4 100.00
2025-08-29 NP DASCX - Dean Small Cap Value Fund 97,042 0.09 2,860 26.95
2025-08-11 13F Integrated Quantitative Investments LLC 8,760 258
2025-08-13 13F EverSource Wealth Advisors, LLC 683 281.56 20 400.00
2025-08-08 13F SBI Securities Co., Ltd. 10 11.11 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 26,293 0.35 775 27.30
2025-08-14 13F Group One Trading, L.p. Call 500 150.00 15 250.00
2025-05-22 NP GARIX - Gotham Absolute Return Fund Institutional Class 293 2.09 7 -14.29
2025-08-13 13F Baird Financial Group, Inc. 12,402 365
2025-08-14 13F Alta Fox Capital Management, Llc 266,843 7,864
2025-08-27 NP PIBAX - PGIM BALANCED FUND Class A 4,500 133
2025-08-14 13F Point72 (DIFC) Ltd 160 5
2025-08-13 13F Gabelli Funds Llc 105,154 3,099
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 62,226 54.69 1,492 43.60
2025-08-13 13F Jump Financial, LLC 19,919 587
2025-08-14 13F Wells Fargo & Company/mn 27,544 49.78 812 89.93
2025-08-08 13F Pnc Financial Services Group, Inc. 3,133 0.19 92 27.78
2025-08-12 13F American Century Companies Inc 170,598 223.00 5,028 310.03
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 172,336 2.82 5,079 30.44
2025-06-25 NP FIDU - Fidelity MSCI Industrials 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 5,417 2.56 130 -5.15
2025-08-13 13F Gamco Investors, Inc. Et Al 104,522 3,080
2025-08-14 13F Lazard Asset Management Llc 53,839 2
2025-07-31 13F R Squared Ltd 7,345 216
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 198 191.18 6 400.00
2025-08-14 13F Dean Capital Management 78,560 14.48 2,315 45.23
2025-08-13 13F First Trust Advisors Lp 74,989 4.60 2,210 32.67
2025-08-07 13F Allworth Financial LP 17 1
2025-05-28 NP AFMCX - Acuitas US Microcap Fund Institutional Shares 5,495 20.19 128 17.59
2025-08-14 13F Comerica Bank 15,111 0.35 445 27.51
2025-08-14 13F Raymond James Financial Inc 18,880 556
2025-08-12 13F Dimensional Fund Advisors Lp 998,583 1.26 29,428 28.46
2025-08-19 NP RIFBX - U.S. Small Cap Equity Fund 19,072 55.91 562 97.89
2025-08-13 13F Systematic Financial Management Lp 309,114 1.08 9,110 28.24
2025-08-12 13F Proequities, Inc. Put 0 0
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 111,185 0.84 3,056 2.52
2025-05-22 NP GONIX - Gotham Neutral Fund Institutional Class 83 167.74 2
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F Janus Henderson Group Plc 142,732 1,320.08 4,206 1,705.15
2025-08-14 13F Ieq Capital, Llc 9,501 0.42 280 27.40
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 55,822 2.18 1,339 -5.24
2025-04-24 NP OASC - OneAscent Small Cap Core ETF 3,106 12.01 84 16.90
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 3,195 8.97 94 38.24
2025-08-14 13F Bank Of America Corp /de/ 298,934 0.71 8,810 27.76
2025-08-12 13F Charles Schwab Investment Management Inc 262,022 15.27 7,722 46.23
2025-08-14 13F Aquatic Capital Management LLC 6,716 48.62 198 89.42
2025-08-14 13F Manufacturers Life Insurance Company, The 8,231 243
2025-08-28 NP MMEAX - Victory Integrity Discovery Fund Class A 16,693 1.17 492 28.20
2025-08-29 NP QSML - WisdomTree U.S. SmallCap Quality Growth Fund 259 8
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 354 86.32 10 80.00
2025-08-29 NP KSDVX - Keeley Small Cap Dividend Value Fund Class A 105,154 26.01 3,099 59.86
2025-06-26 NP BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,483 37.29 84 27.69
2025-08-28 NP SMLV - SPDR SSGA US Small Cap Low Volatility Index 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 16,921 106.45 499 162.11
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 5,917 61.67 142 50.00
2025-08-07 13F Parkside Financial Bank & Trust 60 2
2025-08-06 13F True Wealth Design, LLC 223 65.19 7 100.00
2025-08-14 13F Quantinno Capital Management LP 16,430 484
2025-08-13 13F Victory Capital Management Inc 39,669 31.57 1,169 67.00
2025-08-15 13F Tower Research Capital LLC (TRC) 2,257 136.58 67 200.00
2025-08-29 NP DHS - WisdomTree U.S. High Dividend Fund N/A 12,532 1.99 369 29.47
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 966 3,350.00 23
2025-08-20 NP RUSC - U.S. Small Cap Equity Active ETF 1,782 53
2025-08-14 13F Df Dent & Co Inc 580,702 2.36 17,113 29.86
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 4,083 20.69 98 11.49
2025-08-14 13F Susquehanna International Group, Llp 30,536 5.35 900 33.58
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 11,414 18.75 336 50.67
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 2,796 15.54 77 16.92
2025-08-14 13F Ubs Asset Management Americas Inc 110,289 44.14 3,250 82.89
2025-08-28 NP HEJD - VictoryShares Hedged Equity Income ETF 3,085 24.05 91 57.89
2025-07-07 13F Versant Capital Management, Inc 1,183 196.49 35 277.78
2025-08-14 13F Hotchkis & Wiley Capital Management Llc 386,400 1.78 11,387 29.12
2025-06-27 NP RSSL - Global X Russell 2000 ETF 13,657 5.01 327 -2.68
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 2,575 2.51 62 -4.69
2025-04-03 13F First Hawaiian Bank 28,738 53.61 668 50.90
2025-07-28 NP HDG - ProShares Hedge Replication ETF 30 11.11 1
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 123,471 19.94 2,961 11.24
2025-08-13 13F Bollard Group LLC 906 6.09 0
2025-08-14 13F Sei Investments Co 70,476 4.13 2,077 32.06
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 4,393 0.46 129 27.72
2025-08-28 NP IWC - iShares Micro-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 50,962 0.82 1,502 27.85
2025-08-14 13F/A Barclays Plc 61,820 6.62 2 0.00
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 1,638 45
2025-09-04 13F/A Advisor Group Holdings, Inc. 2,345 2.90 69 32.69
2025-08-14 13F Price T Rowe Associates Inc /md/ 19,038 3.68 1
2025-08-14 13F Citadel Advisors Llc Call 8,600 65.38 253 110.83
2025-08-14 13F Engineers Gate Manager LP 17,629 35.96 520 72.43
2025-08-21 NP LUSIX - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 2,448 72
2025-08-13 13F Federated Hermes, Inc. 94 3
2025-08-13 13F Mcmorgan & Co Llc 69,033 0.51 2,034 27.52
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 289 59.67 7 50.00
2025-08-14 13F Point72 Asset Management, L.P. 13,243 113.49 390 170.83
2025-08-14 13F Royal Bank Of Canada 92,528 5.08 2,727 33.35
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 127,471 1.26 3,504 2.97
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DE:5D4 € 28.40
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