PRK / Park National Corporation - Kepemilikan Institusional - Pembeli

Park National Corporation
US ˙ NYSEAM ˙ US7006581075

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Park National Corporation meliputi KBE - SPDR(R) S&P Bank ETF, Zacks Investment Management, Strategic Wealth Partners, Ltd., PSGIX - Blackrock Advantage Small Cap Growth Fund Institutional, WSML - iShares MSCI World Small-Cap ETF, Universal- Beteiligungs- und Servicegesellschaft mbH, OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio, SSCYX - Small Capitalization Portfolio Class A, Livelsberger Financial Advisory, Profunds - Profund Vp Banks, BNP Paribas Asset Management Holding S.A., Twin Peaks Wealth Advisors, LLC, Caitong International Asset Management Co., Ltd, Atlantic Trust, LLC, CVA Family Office, LLC, Fortitude Family Office, LLC, Hantz Financial Services, Inc., ETTOX - E*TRADE No Fee Total Market Index Fund, HFM Investment Advisors, LLC, dan Tortoise Investment Management, 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
(%)
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 35 2.94 6 0.00
2025-07-25 13F Yousif Capital Management, Llc 5,395 0.17 902 10.67
2025-07-31 13F CVA Family Office, LLC 4 1
2025-06-18 NP GMRAX - Nationwide Small Cap Index Fund Class A 1,252 3.39 188 -8.78
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 29,300 7.46 4,398 -4.97
2025-03-27 NP RSEAX - U.S. Strategic Equity Fund Class A 0 -100.00 0 -100.00
2025-08-14 13F Royal Bank Of Canada 3,305 7.13 553 18.42
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 3,196 5.34 520 2.98
2025-08-14 13F D. E. Shaw & Co., Inc. 19,609 49.85 3,280 65.52
2025-08-14 13F Quarry LP 23 4
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 25,708 4.70 4,300 15.66
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 10,715 0.31 1,792 10.82
2025-08-26 NP Profunds - Profund Vp Small-cap Value 109 0.93 18 12.50
2025-08-14 13F Comerica Bank 4,867 0.19 814 10.75
2025-07-08 13F Livelsberger Financial Advisory 161 27
2025-08-01 13F Teacher Retirement System Of Texas 5,042 15.01 843 27.15
2025-07-24 13F PDS Planning, Inc 1,368 0.74 229 11.22
2025-08-12 13F SRS Capital Advisors, Inc. 5 1
2025-08-08 13F/A Sterling Capital Management LLC 401 61.04 67 81.08
2025-08-11 13F Alps Advisors Inc 2,389 1.23 400 11.76
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 4,022 9.41 673 20.86
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 20,021 2.62 3,349 13.38
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 4,316 1.94 648 -9.89
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 470 23.68 71 9.38
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 665 13.10 108 11.34
2025-07-31 13F Caitong International Asset Management Co., Ltd 9 2
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 5,067 11.49 761 -1.43
2025-07-25 13F Cwm, Llc 223 66.42 0
2025-08-15 13F Kestra Advisory Services, LLC 1,283 215
2025-08-14 13F Citadel Advisors Llc 25,484 12.11 4,262 23.86
2025-05-05 13F Lindbrook Capital, Llc 107 1.90 16 -11.11
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 100 0
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 61 1.67 9 -10.00
2025-07-15 13F McCarthy & Cox 2,334 0.09 390 10.80
2025-07-14 13F GAMMA Investing LLC 533 18.71 89 32.84
2025-08-27 13F/A Squarepoint Ops LLC 5,388 34.10 901 48.19
2025-07-28 NP RWJ - Invesco S&P SmallCap 600 Revenue 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 4,658 4.00 757 1.61
2025-08-12 13F Rhumbline Advisers 41,317 2.23 6,911 12.95
2025-07-16 13F Signaturefd, Llc 722 3.00 121 13.21
2025-07-30 13F Cullen/frost Bankers, Inc. 141 24
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 44,824 32.76 6,728 17.44
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 1,390 16.32 232 28.89
2025-07-15 13F Ballentine Partners, LLC 2,029 0.20 339 10.78
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 2,405 26.25 391 23.03
2025-08-12 13F BlackRock, Inc. 2,240,414 0.39 374,732 10.91
2025-07-15 13F Fortitude Family Office, LLC 4 1
2025-08-13 13F Brown Advisory Inc 34,463 0.03 5,764 10.51
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 72,291 9.79 11,752 7.24
2025-08-08 13F Pnc Financial Services Group, Inc. 7,943 0.14 1,329 10.67
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 4,941 2.98 742 -8.97
2025-08-27 NP PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 13,045 0.62 2,182 11.16
2025-06-27 NP RSSL - Global X Russell 2000 ETF 8,741 6.48 1,312 -5.81
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 1,908 4.78 319 16.00
2025-07-17 13F Janney Montgomery Scott LLC 5,554 7.76 1
2025-08-12 13F Charles Schwab Investment Management Inc 171,749 0.76 28,727 11.31
2025-08-26 NP EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 1,500 66.67 251 83.82
2025-08-12 13F Jpmorgan Chase & Co 43,987 58.36 7,357 74.96
2025-08-08 13F Larson Financial Group LLC 2 100.00 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 9,448 21.94 1,580 34.70
2025-08-22 NP FESM - Fidelity Enhanced Small Cap ETF 25,068 4.92 4,193 15.90
2025-08-14 13F Fmr Llc 32,603 2.65 5,453 13.42
2025-08-14 13F California State Teachers Retirement System 14,843 0.95 2,483 11.50
2025-08-14 13F Lazard Asset Management Llc 6,982 2,670.63 1
2025-08-14 13F Aqr Capital Management Llc 6,202 51.75 1,037 67.80
2025-08-12 13F Dimensional Fund Advisors Lp 514,680 3.19 86,086 14.00
2025-08-04 13F Hantz Financial Services, Inc. 3 0
2025-07-24 13F IFP Advisors, Inc 9 2
2025-08-11 13F Strategic Wealth Partners, Ltd. 8,384 1,402
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 725 3.87 109 -8.47
2025-08-13 13F Marshall Wace, Llp 15,030 12.34 2,514 24.10
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 3,252 5.82 544 16.77
2025-08-14 13F Vident Advisory, LLC 3,686 6.78 617 18.01
2025-08-29 NP STXK - Strive Small-Cap ETF 457 3.16 76 13.43
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 2,766 5.49 415 -6.53
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 29,423 3.96 4,783 1.55
2025-08-01 13F Bessemer Group Inc 34 142.86 0
2025-08-14 13F Bnp Paribas Arbitrage, Sa 5,051 40.58 845 55.43
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 21 5.00 4 0.00
2025-08-14 13F Susquehanna International Group, Llp 23,586 7.91 3,945 19.19
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 6,627 2.25 995 -9.55
2025-07-25 13F Stephens Consulting, LLC 1,143 22,760.00 191
2025-07-16 13F State of Alaska, Department of Revenue 8,647 7.30 1 0.00
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 40,468 16.90 6,074 3.39
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 320 2.89 54 12.77
2025-07-28 NP HDG - ProShares Hedge Replication ETF 19 11.76 3 50.00
2025-07-21 13F Matauro, Llc 6,843 0.65 1,145 11.18
2025-08-04 13F Atria Investments Llc 5,262 24.63 880 37.72
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 2,431 3.62 395 1.28
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 3,678 14.22 552 1.10
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 1,636 2.44 246 -9.59
2025-07-28 NP VCSLX - Small Cap Index Fund 6,125 11.30 996 8.74
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 7,140 4.40 1,194 15.36
2025-08-13 13F Jones Financial Companies Lllp 3,836 434.26 643 488.99
2025-08-12 13F Zacks Investment Management 15,282 2,556
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 20,768 9.07 3,376 6.53
2025-08-14 13F Sei Investments Co 2,192 367
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 17,403 3.87 2,911 14.75
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 1,011 25.75 152 11.03
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 5,179 3.02 866 13.80
2025-08-26 NP Profunds - Profund Vp Banks 153 26
2025-08-15 13F Morgan Stanley 133,084 22.80 22,260 35.66
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 5,997 0.25 1
2025-08-08 13F MTM Investment Management, LLC 4,745 0.21 794 9.99
2025-08-12 13F Inceptionr Llc 2,508 47.18 419 63.04
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 1,220 21.88 183 8.28
2025-08-14 13F Tudor Investment Corp Et Al 21,350 97.91 3,571 118.68
2025-08-08 13F Geode Capital Management, Llc 347,548 1.87 58,139 12.53
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 56 19.15 8 14.29
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 76 4.11 13 9.09
2025-05-20 NP FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF 638 10.00 97 -3.03
2025-08-15 13F State of Tennessee, Treasury Department 4,607 29.05 771 42.59
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 1,116 14.11 168 1.21
2025-08-13 13F Invesco Ltd. 47,712 14.49 7,980 26.49
2025-08-14 13F Alliancebernstein L.p. 19,161 13.64 3,205 25.55
2025-07-29 13F Stratos Wealth Partners, LTD. 13,930 11.78 2,330 23.49
2025-08-05 13F Bank Of Montreal /can/ 3,072 2.13 514 12.75
2025-08-27 NP OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 1,093 183
2025-08-28 NP SPDG - SPDR Portfolio S&P Sector Neutral Dividend ETF 15 15.38 3 100.00
2025-08-06 13F Commonwealth Equity Services, Llc 1,427 1.35 0
2025-08-14 13F State Street Corp 673,645 8.26 112,674 19.60
2025-08-12 13F Public Sector Pension Investment Board 49,708 7.82 8,314 19.11
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 2,272 3.65 380 14.80
2025-08-14 13F Price T Rowe Associates Inc /md/ 17,103 6.14 3 0.00
2025-08-12 13F LPL Financial LLC 11,458 21.73 1,916 34.46
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 2 0
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-08 13F Kingsview Wealth Management, LLC 1,660 0.48 278 10.80
2025-08-12 13F Proequities, Inc. 0 0
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 2,742 2.05 459 12.81
2025-08-08 13F SG Americas Securities, LLC 4,247 207.98 1
2025-07-29 NP EBI - Longview Advantage ETF 303 3,687.50 49 4,800.00
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 36 6
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 16,180 4.02 2,706 14.90
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 2,807 19.29 421 5.51
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 487 3.84 81 14.08
2025-08-13 13F EverSource Wealth Advisors, LLC 175 629.17 29 866.67
2025-08-13 13F MetLife Investment Management, LLC 8,856 4.16 1,481 15.07
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 285 9.62 48 20.51
2025-08-28 NP TPSC - Timothy Plan US Small Cap Core ETF 2,598 4.38 435 15.43
2025-07-31 13F Quest Partners LLC 1,505 145.92 252 172.83
2025-08-12 13F Prudential Financial Inc 15,128 6.01 2,530 17.13
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 145,391 2.19 21,823 -9.62
2025-08-15 13F Tower Research Capital LLC (TRC) 1,199 118.40 201 140.96
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 2,808 6.73 498 24.87
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 3 1
2025-07-22 13F HFM Investment Advisors, LLC 2 0
2025-08-14 13F Voya Investment Management Llc 4,064 1.80 680 12.42
2025-08-12 13F Meridian Wealth Advisors, LLC 1,310 219
2025-08-14 13F/A Barclays Plc 31,141 43.84 5 66.67
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 2,827 6.12 424 -6.19
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 2,856 9.09 478 20.45
2025-08-14 13F Smartleaf Asset Management LLC 137 6.20 23 15.79
2025-08-11 13F Covestor Ltd 2 100.00 0
2025-06-27 NP BIVIX - Invenomic Fund Institutional Class shares Short -28,322 453.49 -4,251 720.66
2025-07-09 13F Harbor Capital Advisors, Inc. 56 19.15 0
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 1,213 203
2025-08-08 13F Creative Planning 14,607 9.21 2,443 20.70
2025-05-15 13F Texas Permanent School Fund 7,555 1,134
2025-07-22 13F Bay Harbor Wealth Management, LLC 1 0
2025-08-11 13F HighTower Advisors, LLC 4,462 2.18 746 12.86
2025-08-13 13F Bare Financial Services, Inc 24 700.00 4
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 2,286 31.08 343 16.27
2025-07-24 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 15,134 53.83 2,460 50.27
2025-07-30 NP LSOFX - LS Opportunity Fund - Institutional Class Short -5,722 -4.04 -930 -6.25
2025-08-06 13F Rialto Wealth Management, LLC 1 0
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 2,822 3.41 472 14.29
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 6,856 3.02 1,147 13.80
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 1,049 7.37 175 19.05
2025-08-04 13F Keybank National Association/oh 1,347 0.15 225 10.84
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 388 25.57 65 39.13
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 5,346 3.56 894 14.47
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 45,232 3.86 6,789 -8.15
2025-08-14 13F Gallagher Fiduciary Advisors, LLC 5,206 22.84 871 35.73
2025-08-12 13F Laurel Wealth Advisors LLC 25,759 16,626.62 0 -100.00
2025-08-12 13F MAI Capital Management 954 3.92 160 15.22
2025-07-18 13F Centricity Wealth Management, LLC 2,295 0.57 384 11.01
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 4,585 3.55 688 -8.39
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 35,745 2.86 5,365 -9.02
2025-08-05 13F Sensible Money, LLC 2,217 0.14 371 10.45
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 770 6.06 129 17.43
2025-08-26 NP Profunds - Profund Vp Small-cap Growth 221 2.79 37 12.50
2025-08-27 NP TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund Short -1,389 -11.30 -232 -2.11
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 144 60.00 22 40.00
2025-08-26 NP Profunds - Profund Vp Small-cap 34 6.25 6 25.00
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 3,741 7.50 626 18.82
2025-08-12 13F J.w. Cole Advisors, Inc. 16,018 0.20 2,679 10.70
2025-07-31 13F Nisa Investment Advisors, Llc 1,730 6.53 289 17.96
2025-08-08 13F Tortoise Investment Management, LLC 2 0
2025-08-26 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 4,193 701
2025-08-04 13F Amalgamated Bank 4,160 0.39 1
2025-08-07 13F Allworth Financial LP 704 2.47 118 14.71
2025-08-28 NP KBE - SPDR(R) S&P Bank 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 53,247 8,906
2025-08-07 13F Parkside Financial Bank & Trust 15 66.67 3 100.00
2025-08-08 13F Atlantic Trust, LLC 9 2
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 10,013 88.07 1,675 107.69
2025-07-30 NP BFOR - Barron's 400 ETF 2,389 388
2025-08-13 13F Hsbc Holdings Plc 3,107 47.60 524 63.24
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 79,386 0.51 12,905 -1.83
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 1,274 207
2025-08-14 13F Ubs Asset Management Americas Inc 44,997 44.58 7,526 59.75
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 2,177 6.72 364 18.18
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 471,158 2.42 78,806 13.15
2025-07-17 13F DiNuzzo Private Wealth, Inc. 1 0
2025-04-01 NP XSMO - Invesco S&P SmallCap Momentum 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 65,249 40.58 11,073 38.08
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 4,892 3.10 818 13.93
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 221 9.41 37 20.00
2025-08-05 13F Huntington National Bank 2,052 0.59 343 11.36
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 694 40.49 116 56.76
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 11,376 7.56 1,903 18.80
2025-07-29 NP SSCYX - Small Capitalization Portfolio Class A 330 54
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 1,804 18.68 293 16.27
Other Listings
DE:PAZ € 146.00
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