SFBS / ServisFirst Bancshares, Inc. - Kepemilikan Institusional - Pembeli

ServisFirst Bancshares, Inc.
US ˙ NYSE ˙ US81768T1088

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di ServisFirst Bancshares, Inc. meliputi VIG - Vanguard Dividend Appreciation Index Fund ETF Shares, SDVY - First Trust SMID Cap Rising Dividend Achievers ETF, Jain Global LLC, Susquehanna Portfolio Strategies, LLC, CBOE Vest Financial, LLC, Index Fund Advisors, Inc., Gibbs Wealth Management, Callan Family Office, LLC, Readystate Asset Management Lp, Brevan Howard Capital Management LP, Avantax Planning Partners, Inc., Lido Advisors, LLC, Fiduciary Trust Co, WSML - iShares MSCI World Small-Cap ETF, Universal- Beteiligungs- und Servicegesellschaft mbH, PFM - Invesco Dividend Achievers ETF, RUSC - U.S. Small Cap Equity Active ETF, SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF, BNP Paribas Asset Management Holding S.A., dan State of Wyoming .

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
(%)
2025-06-26 NP CRSSX - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 20,977 0.82 1,494 -20.84
2025-08-14 13F Mariner, LLC 9,551 38.56 740 30.05
2025-08-14 13F Royal Bank Of Canada 107,416 538.81 8,326 498.99
2025-07-23 NP CFSLX - Column Small Cap Fund 44,601 7.33 3,320 -12.61
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 14 7.69 1 0.00
2025-08-11 13F Vanguard Group Inc 5,947,809 0.77 461,015 -5.44
2025-08-05 13F Scarborough Advisors, LLC 13 1
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 6,527 2.40 506 -3.99
2025-08-14 13F Deprince Race & Zollo Inc 465,210 26.04 36,058 18.27
2025-08-15 13F Keel Point, LLC 22,512 0.33 1,745 -5.88
2025-08-13 13F First Trust Advisors Lp 326,702 231.63 25,323 211.20
2025-08-28 NP TPSC - Timothy Plan US Small Cap Core ETF 5,702 37.23 442 28.57
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 14,044 32.47 1,000 4.06
2025-08-14 13F/A Skopos Labs, Inc. 214 637.93 17 700.00
2025-08-20 NP WMCVX - Wasatch Small Cap Value Fund Investor Class shares This fund is a listed as child fund of Wasatch Advisors 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 261,779 12.87 20,290 5.91
2025-07-10 13F Exchange Traded Concepts, Llc 1,268 98
2025-08-14 13F Voya Investment Management Llc 13,995 1.68 1,085 -4.58
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 270,725 53.99 20,984 44.50
2025-08-11 13F EntryPoint Capital, LLC 4,259 330
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 4,569 4.79 325 -17.72
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 451,719 251.52 35,013 229.87
2025-07-22 13F Bay Harbor Wealth Management, LLC 4 300.00 0
2025-07-22 13F HFM Investment Advisors, LLC 3 200.00 0
2025-08-07 13F Campbell & CO Investment Adviser LLC 7,737 600
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 68,066 20.82 5,066 -1.61
2025-04-25 NP VFQY - Vanguard U.S. Quality 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 1,867 278.70 171 844.44
2025-08-18 13F/A National Bank Of Canada /fi/ 410 13.57 32 6.90
2025-07-10 13F Moody National Bank Trust Division 3,000 5.63 233 -0.85
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 7,615 5.57 590 -0.84
2025-08-27 13F/A Squarepoint Ops LLC 35,089 62.20 2,720 52.24
2025-08-14 13F Aqr Capital Management Llc 11,016 22.55 854 14.96
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 9,849 0.90 763 -5.33
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 2,667 5.04 190 -17.83
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 492 8.85 38 2.70
2025-08-13 13F Bare Financial Services, Inc 94 308.70 7 600.00
2025-07-28 NP HDG - ProShares Hedge Replication ETF 67 11.67 5 -20.00
2025-07-30 13F Wallace Advisory Group, LLC 3,852 4.02 318 1.60
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 2,912 217
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 60,139 2.48 4,661 -3.84
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 34,897 286.50 2,705 262.95
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation 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 Short -2,996 -7
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 3,599 6.86 279 0.00
2025-07-09 13F Harbor Capital Advisors, Inc. 165 21.32 0
2025-08-14 13F Susquehanna International Group, Llp 83,095 0.88 6,441 -5.35
2025-08-05 13F Bank Of Montreal /can/ 28,507 0.50 2,210 -5.68
2025-07-31 13F Quest Partners LLC 38,344 219.56 2,972 199.90
2025-08-14 13F Holocene Advisors, LP 5,851 76.29 454 65.33
2025-07-11 13F Diversified Trust Co 22,086 16.31 1,712 9.12
2025-07-24 13F Callan Family Office, LLC 8,015 621
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 36,944 0.18 2,864 -5.98
2025-06-27 NP RSSL - Global X Russell 2000 ETF 30,814 6.56 2,195 -16.29
2025-08-28 NP CIPMX - CHAMPLAIN MID CAP FUND ADVISOR SHARES 505,000 32.89 39,143 24.70
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 80,202 3.66 5,969 -15.58
2025-08-14 13F Schonfeld Strategic Advisors LLC 4,204 326
2025-08-29 NP STXK - Strive Small-Cap ETF 1,553 3.26 120 -3.23
2025-06-26 NP DFSCX - U.s. Micro 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 24,315 27.09 1,732 -0.17
2025-08-14 13F/A Barclays Plc 117,379 45.46 9 50.00
2025-08-14 13F Two Sigma Investments, Lp 3,465 13.46 269 6.35
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 1,404 29.64 109 21.35
2025-07-24 13F CWM Advisors, LLC 5,005 19.57 388 12.17
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 6,872 12.75 489 -11.41
2025-08-13 13F Northern Trust Corp 627,781 0.73 48,659 -5.48
2025-08-06 13F Rialto Wealth Management, LLC 3 0
2025-08-27 NP RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 451 28.12 35 17.24
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 5,766 2.56 411 -19.45
2025-06-30 NP PFM - Invesco Dividend Achievers 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 1,586 113
2025-08-13 13F Quantbot Technologies LP 9,392 728
2025-08-26 NP JDVSX - JPMorgan Diversified Fund Class I 1,586 19.61 123 11.93
2025-08-14 13F Occudo Quantitative Strategies Lp 14,505 1,124
2025-08-27 NP Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) 45,000 45.16 3,488 36.21
2025-08-12 13F Journey Strategic Wealth Llc 2,726 1.04 211 -4.95
2025-07-22 13F Luken Investment Analytics, LLC 9,951 3.95 771 -2.41
2025-08-26 NP IJSIX - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 17,562 12.87 1,361 5.91
2025-08-14 13F Price T Rowe Associates Inc /md/ 44,530 8.31 3 0.00
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 434 0
2025-08-11 13F Inspire Advisors, LLC 8,713 8.12 675 1.50
2025-05-30 NP New Age Alpha Variable Funds Trust - NAA SMALL GROWTH SERIES 2,566 43.35 212 39.74
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 13,499 7.97 1,046 1.36
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 8,194 738.69 635 693.75
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 18,579 5.32 1,440 -1.17
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 180 480.65 13 500.00
2025-08-14 13F Ubs Asset Management Americas Inc 145,702 41.57 11,293 32.84
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 106 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 58,184 2.71 4,510 -3.63
2025-08-04 13F Hantz Financial Services, Inc. 99 1,137.50 0
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 12,899 7.37 1,000 0.71
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 26,115 12.84 1,860 -11.39
2025-08-29 NP DON - WisdomTree U.S. MidCap Dividend Fund N/A 45,008 0.07 3,489 -6.11
2025-06-24 NP QASCX - Federated MDT Small Cap Core 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 53,100 10.00 3,782 -13.60
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 Short -37,348 -4.48 -2,895 -10.37
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 13,907 0.67 990 -20.93
2025-08-12 13F Ameritas Investment Partners, Inc. 5,271 2.69 409 -3.55
2025-08-14 13F Brevan Howard Capital Management LP 6,824 529
2025-08-14 13F Xponance, Inc. 4,008 4.78 311 -1.59
2025-08-14 13F Federation des caisses Desjardins du Quebec 13,273 4.36 1,029 -2.10
2025-05-23 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 5,841 1.34 482 -1.23
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 71,276 8.23 5,305 -11.86
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 11,303 0.61 841 -18.03
2025-08-08 13F Atlantic Trust, LLC 30 2
2025-08-06 13F Commonwealth Equity Services, Llc 2,949 14.13 0
2025-08-12 13F Proequities, Inc. Put 0 0
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 13,360 15.45 951 -9.34
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 39,500 5.61 3,062 -0.91
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Proequities, Inc. 0 0
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 273,697 0.45 20,371 -18.20
2025-08-14 13F Wasatch Advisors Inc 507,316 12.57 39,322 5.64
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 2,691 209
2025-03-27 NP RSEAX - U.S. Strategic Equity Fund Class A 0 -100.00 0 -100.00
2025-08-13 13F Hsbc Holdings Plc 14,150 78.75 1,106 70.26
2025-08-14 13F Bnp Paribas Arbitrage, Sa 48,113 101.39 3,729 89.00
2025-08-13 13F Northwestern Mutual Wealth Management Co 2,094 6.35 162 0.00
2025-08-14 13F Bank Of America Corp /de/ 115,051 44.08 8,918 35.21
2025-08-14 13F Wells Fargo & Company/mn 452,942 16.45 35,107 9.27
2025-08-26 NP GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 2,897 225
2025-08-14 13F Warren Averett Asset Management, LLC 158,295 8.40 12,269 1.72
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 13,777 6.65 1,068 0.00
2025-07-15 13F Public Employees Retirement System Of Ohio 284 6.37 22 0.00
2025-08-13 13F Renaissance Technologies Llc 16,800 102.41 1,302 90.07
2025-08-26 NP Profunds - Profund Vp Small-cap Growth 1,152 2.31 89 -4.30
2025-08-26 NP SDVY - First Trust SMID Cap Rising Dividend Achievers ETF 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 238,052 18,451
2025-07-24 13F IFP Advisors, Inc 9 1
2025-05-15 13F Texas Permanent School Fund 37,161 2,647
2025-07-25 13F CBOE Vest Financial, LLC 14,679 1,138
2025-06-26 NP ISCG - iShares Morningstar Small-Cap 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 8,497 5.25 605 -17.24
2025-07-11 13F/A Umb Bank N A/mo 202 5.76 16 0.00
2025-07-23 13F Klp Kapitalforvaltning As 11,000 6.80 853 0.24
2025-07-24 13F Jfs Wealth Advisors, Llc 51 2.00 4 -25.00
2025-07-29 NP EBI - Longview Advantage ETF 360 1,614.29 27 2,500.00
2025-07-29 13F Arcus Capital Partners, LLC 9,051 0.49 702 -5.65
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 14,881 1.68 1,060 -20.14
2025-08-08 13F Crossmark Global Holdings, Inc. 3,678 0.96 285 -5.00
2025-07-25 13F Fifth Third Wealth Advisors LLC 8,444 0.43 655 -5.76
2025-08-19 NP RIFBX - U.S. Small Cap Equity Fund 3,675 -426.38 285 -405.38
2025-08-08 13F Principal Financial Group Inc 1,057,557 0.06 81,972 -6.10
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 8,494 4.25 632 -15.05
2025-08-12 13F Champlain Investment Partners, LLC 2,566,528 15.75 198,932 8.61
2025-08-19 13F State of Wyoming 371 29
2025-07-25 13F Yousif Capital Management, Llc 18,918 1.10 1,466 -5.11
2025-08-14 13F Verition Fund Management LLC 18,147 1,407
2025-06-26 NP TIEIX - TIAA-CREF Equity Index Fund Institutional Class 58,630 40.81 4,176 10.60
2025-08-27 NP Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 12,692 19.63 984 12.21
2025-08-12 13F Aigen Investment Management, Lp 3,153 244
2025-05-27 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 39,234 7.38 3,241 4.65
2025-08-14 13F Raymond James Financial Inc 214,181 0.23 16,601 -5.94
2025-08-12 13F Prudential Financial Inc 52,346 6.44 4,897 5.40
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 263 3.14 20 -4.76
2025-08-12 13F Resolute Wealth Strategies, LLC 4,257 0.21 330 -6.00
2025-08-14 NP FLSPX - SPECTRUM FUND Retail Class Short -17,479 20.06 -1,355 12.65
2025-07-15 13F Fifth Third Bancorp 276 5.75 21 0.00
2025-08-13 13F Russell Investments Group, Ltd. 41,568 6.78 3,222 0.22
2025-07-25 13F Hemington Wealth Management 67 1.52 0
2025-08-13 13F EverSource Wealth Advisors, LLC 31,991 0.95 2,480 -5.27
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 917 4.44 71 -1.39
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 2,166 12.75 161 -8.00
2025-07-29 13F Mutual Of America Capital Management Llc 153,323 0.28 11,884 -5.90
2025-08-07 13F Parkside Financial Bank & Trust 46 43.75 4 50.00
2025-08-26 NP SASVX - Virtus Ceredex Small-Cap Value Equity Fund Class A 17,400 1.75 1,349 -4.53
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 496 60.00 35 25.00
2025-08-14 13F D. E. Shaw & Co., Inc. 72,253 135.05 5,600 120.56
2025-06-18 NP REBYX - U.S. Small Cap Equity Fund Class Y 8,881 -331.70 633 -282.13
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 485 35.10 36 12.50
2025-08-27 NP ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 16,256 19.18 1,260 11.90
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 8,798 1.91 682 -4.49
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 5 0
2025-05-28 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 5,995 42.74 495 39.44
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 9,729 9.19 754 2.59
2025-08-28 NP MMTM - SPDR S&P 1500 Momentum 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 242 60.26 19 50.00
2025-07-15 13F Norden Group Llc 15,381 0.18 1,192 -5.99
2025-08-13 13F Jacobs Asset Management, Llc 36,776 184.60 2,851 167.10
2025-08-04 13F Assetmark, Inc 14 366.67 1
2025-08-12 13F MAI Capital Management 125 10
2025-08-14 13F Goldman Sachs Group Inc 317,469 5.94 24,607 -0.59
2025-08-13 13F Ceredex Value Advisors LLC 185,300 9.29 14,363 2.56
2025-08-28 NP BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A 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 Short -24,576 -56
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 7,907 2.98 613 -3.47
2025-08-14 13F Gotham Asset Management, LLC 722,950 556.32 17,011 657.73
2025-08-27 NP ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 10,505 19.65 814 12.28
2025-07-25 13F Oregon Public Employees Retirement Fund 11,563 0.87 896 -5.29
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 2,837 14.58 202 -9.82
2025-08-13 13F ExodusPoint Capital Management, LP 44,262 3
2025-08-14 13F Bragg Financial Advisors, Inc 419,620 0.45 32,525 -5.74
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 9,835 18.65 700 -6.79
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 8,368 275.75 649 254.10
2025-07-22 NP FSCC - Federated Hermes MDT Small Cap Core ETF 196 262.96 15 250.00
2025-07-08 13F Webster Bank, N. A. 39 3
2025-09-04 13F/A Advisor Group Holdings, Inc. 15,799 140.11 1,225 125.41
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 72 2.86 6 0.00
2025-08-12 13F LPL Financial LLC 17,175 4.46 1,331 -1.99
2025-05-30 NP STMSX - Simt Tax-managed Small/mid Cap Fund Class F 15,000 1,239
2025-08-14 13F Quantinno Capital Management LP 4,810 373
2025-08-07 13F Profund Advisors Llc 4,048 5.72 314 -0.95
2025-08-15 13F Tower Research Capital LLC (TRC) 7,133 98.14 553 85.86
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 168 24.44 12 -8.33
2025-08-26 NP WOOPX - JPMorgan Intrepid Mid Cap Fund Class I 30,018 28.80 2,327 20.83
2025-06-30 NP VT - Vanguard Total World Stock Index Fund 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 32,188 7.85 2,292 -15.30
2025-08-25 NP MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class 62,298 10.02 4,829 3.25
2025-08-11 13F Covestor Ltd 571 152.65 0
2025-08-15 13F Captrust Financial Advisors 18,671 0.61 1,447 -5.55
2025-08-15 13F Morgan Stanley 642,889 0.14 49,830 -6.03
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 221 6.76 16 -16.67
2025-08-13 13F MetLife Investment Management, LLC 30,777 4.04 2,386 -2.37
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 150,341 8.25 10,707 -14.97
2025-08-14 13F Dark Forest Capital Management Lp 44,981 32.69 3,486 24.50
2025-07-28 NP VCSLX - Small Cap Index Fund 21,090 8.82 1,570 -11.41
2025-08-08 13F Larson Financial Group LLC 28 33.33 2 100.00
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 773,997 0.80 59,993 -5.41
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 1,669 2.96 129 -3.01
2025-08-15 13F CI Private Wealth, LLC 5,194 97.57 403 85.25
2025-08-14 13F Comerica Bank 27,069 24.32 2,098 16.69
2025-08-13 13F Norges Bank 610,363 47,309
2025-08-28 NP SSSEX - State Street Small-Cap Equity 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 1,585 3.26 123 -3.17
2025-08-06 13F Savant Capital, LLC 62,756 1.34 4,864 -4.91
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth 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 31,270 18.27 2,227 -7.09
2025-08-26 NP VSEIX - JPMorgan Small Cap Equity Fund Class I 429,507 10.02 33,291 3.25
2025-08-13 13F Jones Financial Companies Lllp 41 13.89 3 50.00
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 89,439 3.43 6,932 -2.94
2025-08-13 13F Arizona State Retirement System 15,138 1.83 1,173 -4.40
2025-07-31 13F Nisa Investment Advisors, Llc 812 6.28 63 -1.59
2025-08-20 NP RUSC - U.S. Small Cap Equity Active ETF 623 48
2025-07-29 13F Activest Wealth Management 9 1
2025-07-24 13F Ronald Blue Trust, Inc. 52,447 106.25 4,065 93.57
2025-07-25 13F Index Fund Advisors, Inc. 11,505 892
2025-06-25 NP DGRO - iShares Core Dividend 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 64,110 13.69 4,566 -10.70
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 19,217 11.49 1,369 -12.42
2025-07-29 NP VRTTX - Vanguard Russell 3000 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 3,832 6.95 285 -12.84
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 4,836 13.39 375 6.25
2025-06-17 NP MMSMX - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 21,100 32.70 1,503 4.23
2025-05-28 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 16,885 1.57 1,395 -0.99
2025-08-13 13F Lido Advisors, LLC 4,378 339
2025-08-14 13F Sagard Holdings Management Inc. 24 2
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 511,968 2.17 36,462 -19.75
2025-08-12 13F O'shaughnessy Asset Management, Llc 7,807 49.44 605 40.37
2025-08-12 13F Legal & General Group Plc 139,653 0.83 10,821 -5.39
2025-08-14 13F Financial Network Wealth Advisors LLC 139 0.72 11 -9.09
2025-07-18 13F Precision Wealth Strategies, LLC 7,889 2.33 611 -3.93
2025-07-16 13F State of Alaska, Department of Revenue 29,927 7.58 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 1,575,452 2.06 122,113 -4.23
2025-07-23 13F Maryland State Retirement & Pension System 14,766 0.72 1,145 -5.45
2025-08-12 13F Jpmorgan Chase & Co 762,392 6.71 59,093 0.13
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 93,058 6.85 6,628 -16.07
2025-08-11 13F Independent Advisor Alliance 5,322 2.19 413 -4.19
2025-08-14 13F Susquehanna Portfolio Strategies, LLC 15,237 1,181
2025-08-27 NP PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 45,021 0.67 3,490 -5.52
2025-07-25 13F JustInvest LLC 6,584 13.95 510 6.92
2025-08-28 NP DTSGX - Small Company Growth Portfolio Investment Class 59 5
2025-08-26 NP Profunds - Profund Vp Banks 587 3.35 45 -2.17
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 255,088 9.78 18,986 -10.60
2025-08-14 13F Lazard Asset Management Llc 571 23.86 0
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 92,713 0.89 6,901 -17.85
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 1,081 35.97 84 27.69
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 2,311 12.46 165 -11.83
2025-07-15 13F Jarislowsky, Fraser Ltd 306,182 1.34 23,732 -4.91
2025-08-14 13F Qube Research & Technologies Ltd 100,227 13.88 7,769 6.86
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 1,750 131.18 136 117.74
2025-08-12 13F Public Sector Pension Investment Board 171,305 7.57 13,278 0.94
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 2,647 6.69 205 0.49
2025-08-14 13F Fiduciary Trust Co 3,288 255
2025-07-17 13F Janney Montgomery Scott LLC 7,613 20.40 1
2025-08-14 13F UBS Group AG 170,905 105.70 13,247 93.03
2025-07-30 13F Whittier Trust Co Of Nevada Inc 257 655.88 20 850.00
2025-08-26 NP Profunds - Profund Vp Small-cap 118 3.51 9 0.00
2025-08-14 13F Alliancebernstein L.p. 66,009 0.03 5,116 -6.13
2025-07-11 13F Wedge Capital Management L L P/nc 38,527 195.32 2,986 177.25
2025-08-08 13F Hartland & Co., LLC 6,140 1.15 476 -5.19
2025-08-14 13F Numerai GP LLC 2,870 222
2025-08-14 13F Optiver Holding B.V. 181 11.73 14 7.69
2025-08-13 13F California Public Employees Retirement System 77,865 8.78 6,035 2.08
2025-08-14 13F Sei Investments Co 218,074 24.88 16,903 17.18
2025-07-15 13F Fortitude Family Office, LLC 17 1
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 17,842 3.00 1,383 -3.36
2025-08-13 13F Gibbs Wealth Management 10,734 832
2025-06-30 NP VIG - Vanguard Dividend Appreciation Index Fund 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 268,229 19,103
2025-08-01 13F Bessemer Group Inc 23,369 6.41 2 0.00
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 8,836 10.16 629 -13.48
2025-07-25 NP PMDAX - Small-MidCap Dividend Income Fund Class A 388,240 6.29 28,897 -13.44
2025-06-27 NP BIVIX - Invenomic Fund Institutional Class shares Short -71,357 -5,082
2025-08-11 13F Avantax Planning Partners, Inc. 5,000 388
2025-08-27 13F/A Brinker Capital Investments, LLC 4,926 3.95 382 -2.56
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 11,473 3.22 889 -3.16
2025-08-28 NP BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 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 Short -98 -0
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 121 3.42 9 0.00
2025-08-04 13F Amalgamated Bank 14,331 0.01 1 0.00
2025-07-17 13F Raleigh Capital Management Inc. 3 0
2025-08-14 13F Rafferty Asset Management, LLC 35,760 0.85 2,772 -5.36
2025-08-12 13F Rhumbline Advisers 141,283 2.36 10,951 -3.95
2025-08-14 13F California State Teachers Retirement System 47,866 0.08 3,710 -6.08
2025-08-07 13F Readystate Asset Management Lp 7,263 563
2025-08-14 13F Aquatic Capital Management LLC 16,320 438.08 1,265 405.60
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 126,291 2.86 8,994 -19.21
2025-07-31 13F State of New Jersey Common Pension Fund D 25,632 16.15 1,987 9.00
2025-08-14 13F Jain Global LLC 26,924 2,087
2025-07-03 13F TrueWealth Advisors, LLC 65,563 0.01 5,082 -6.15
2025-07-08 13F Arlington Trust Co LLC 3,357 0.21 260 -5.80
2025-08-12 13F Coldstream Capital Management Inc 4,138 17.29 321 9.97
2025-08-12 13F XTX Topco Ltd 6,886 534
2025-06-30 NP SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF 555 40
2025-07-21 13F Ameritas Advisory Services, LLC 386 30
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 5,271 2.69 409 -3.55
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 23,856 2.78 1,849 -3.55
2025-08-13 13F New York State Common Retirement Fund 16,430 4.45 1 0.00
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