SKWD / Skyward Specialty Insurance Group, Inc. - Kepemilikan Institusional - Pembeli

Skyward Specialty Insurance Group, Inc.
US ˙ NasdaqGS ˙ US8309401029

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Skyward Specialty Insurance Group, Inc. meliputi Standard Life Aberdeen plc, KIE - SPDR(R) S&P Insurance ETF, GTSAX - INVESCO Small Cap Growth Fund Class A, Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a), GSXAX - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A, Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A, GW&K Investment Management, LLC, ESCQX - Embark Small Cap Equity Fund Retirement Class, Wellington Management Group Llp, JISOX - New Opportunities Fund Class 1, abrdn Funds - abrdn Focused U.S. Small Cap Active ETF, FFTY - Innovator IBD(R) 50 ETF, PTMAX - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A, FRSLX - Nuveen Mid Cap Growth Opportunities Fund Class A, Fred Alger Management, Llc, Campbell Newman Asset Management Inc, Adage Capital Partners Gp, L.l.c., Independent Advisor Alliance, Glenmede Investment Management, LP, dan Cynosure 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
(%)
2025-08-11 13F GW&K Investment Management, LLC 87,598 5
2025-08-26 NP DMCRX - Driehaus Micro Cap Growth Fund 63,788 0.17 3,686 9.41
2025-08-07 13F Campbell & CO Investment Adviser LLC 4,109 237
2025-08-04 13F Yorktown Management & Research Co Inc 4,450 257
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 48,103 10.07 3,047 34.05
2025-08-26 NP TEXN - iShares Texas Equity ETF 73 4
2025-07-15 13F Fortitude Family Office, LLC 10 1
2025-08-26 NP GSCYX - SMALL CAP EQUITY FUND Institutional 20,531 10.48 1,186 20.65
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,270 15.63 174 38.40
2025-08-26 NP WTSGX - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 87,179 31.85 5,038 43.98
2025-08-11 13F Principal Securities, Inc. 38 46.15 2 100.00
2025-08-28 NP CPAEX - Counterpoint Tactical Equity Fund Class A Shares 6,897 399
2025-08-22 NP Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 62,016 25.87 3,584 37.44
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 399,883 31.28 25,333 59.87
2025-08-27 13F/A Squarepoint Ops LLC 89,436 116.61 5,169 136.63
2025-08-14 13F/A Barclays Plc 71,410 56.96 4 100.00
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 146 1.39 8 16.67
2025-06-24 NP FFTY - Innovator IBD(R) 50 ETF 32,309 1,715
2025-07-16 13F Signaturefd, Llc 107 7.00 6 20.00
2025-08-05 13F Huntington National Bank 321 19
2025-08-12 13F Rhumbline Advisers 54,062 1.57 3,124 10.94
2025-06-27 NP CTSIX - Calamos Timpani Small Cap Growth Fund Class I 84,200 40.46 4,470 68.43
2025-08-12 13F Virtu Financial LLC 5,912 0
2025-08-27 NP VBINX - Vanguard Balanced 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 22,248 8.08 1,286 18.00
2025-08-25 NP MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class 74,548 16.44 4,308 27.15
2025-08-14 13F Mariner, LLC 7,498 21.66 433 32.82
2025-05-29 NP CSA - VictoryShares US Small Cap Volatility Wtd ETF 992 52
2025-08-08 13F Larson Financial Group LLC 109 53.52 6 100.00
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 509,741 2.11 29,458 11.50
2025-07-23 13F Ellsworth Advisors, LLC 14,473 0.30 836 9.57
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 8,516 5.71 492 15.49
2025-08-18 13F Hollencrest Capital Management 17 1
2025-08-26 NP Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF 313 3.99 18 20.00
2025-08-14 13F Janus Henderson Group Plc 184,029 431.88 10,635 484.34
2025-08-14 13F UBS Group AG 93,011 27.25 5,375 38.96
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 5,624 3.88 299 24.69
2025-08-14 13F PDT Partners, LLC 67,871 2.26 3,922 11.67
2025-07-29 NP JISOX - New Opportunities Fund Class 1 49,175 3,115
2025-08-13 13F EverSource Wealth Advisors, LLC 91 167.65 5 400.00
2025-08-07 13F Allworth Financial LP 30 900.00 2
2025-08-13 13F First Trust Advisors Lp 160,040 11.18 9,249 21.41
2025-07-25 13F Cwm, Llc 1,912 6.28 0
2025-06-27 NP CVGRX - Calamos Growth Fund Class A 23,547 50.94 1,250 81.16
2025-05-12 13F Nomura Asset Management Co Ltd 0 0
2025-08-12 13F EAM Global Investors LLC 48,705 2,815
2025-06-27 NP RSSL - Global X Russell 2000 ETF 22,573 6.71 1,198 27.99
2025-06-30 NP SAWS - AAM SAWGRASS U.S. SMALL CAP QUALITY GROWTH ETF 339 0.59 18 21.43
2025-07-29 NP MMSC - First Trust Multi-Manager Small Cap Opportunities 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 2,536 47.96 161 79.78
2025-08-29 NP QSML - WisdomTree U.S. SmallCap Quality Growth Fund 436 25
2025-07-11 13F Farther Finance Advisors, LLC 445 62.41 26 78.57
2025-08-12 13F Dimensional Fund Advisors Lp 687,442 10.87 39,725 21.07
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 2,198 13.89 117 36.47
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 37,186 79.98 1,974 115.97
2025-08-11 13F Independent Advisor Alliance 19,379 1,120
2025-07-09 13F Harbor Capital Advisors, Inc. 79,540 1.29 5 0.00
2025-05-28 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 13,532 2.66 716 7.51
2025-07-24 13F Standard Life Aberdeen plc 334,288 19,319
2025-06-24 NP Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 525 28
2025-08-12 13F Franklin Resources Inc 1,379,648 16.85 79,730 27.60
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 59,305 4.63 3,427 14.27
2025-08-13 13F Marshall Wace, Llp 31,751 1,835
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 7 0
2025-06-27 NP ESCQX - Embark Small Cap Equity Fund Retirement Class 80,375 4,267
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 44,452 2.36 2,569 11.75
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 7,450 346.64 431 388.64
2025-08-14 13F Citadel Advisors Llc Call 52,900 45.73 3,057 59.22
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 10,616 11.50 564 33.73
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 1,214 157.75 70 191.67
2025-08-26 NP WELLS FARGO VARIABLE TRUST - Wells Fargo VT Small Cap Growth Fund Class 2 86,865 1.32 5,020 10.65
2025-08-14 13F Balyasny Asset Management Llc 185,091 10,696
2025-06-26 NP SMMV - iShares Edge MSCI Min Vol 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 20,939 3.13 1,112 23.58
2025-08-13 13F Invesco Ltd. 1,790,131 46.34 103,452 59.81
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 672 4.35 39 11.76
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 278,142 5.31 14,767 26.27
2025-05-30 NP SVOAX - Simt Us Managed Volatility Fund Class F 4,075 69.51 216 77.69
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 139,361 14.49 8,054 25.03
2025-07-15 13F SJS Investment Consulting Inc. 17 1
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 10,718 619
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 263 0
2025-06-26 NP FRSLX - Nuveen Mid Cap Growth Opportunities Fund Class A This fund is a listed as child fund of Nuveen Asset Management, 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 29,768 1,580
2025-08-14 13F Dark Forest Capital Management Lp 16,165 934
2025-07-08 13F Parallel Advisors, LLC 12 1
2025-08-14 13F Adage Capital Partners Gp, L.l.c. 20,000 1,156
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 7,100 16.57 377 39.78
2025-07-07 13F Versant Capital Management, Inc 3 0
2025-06-25 NP WFGDX - Wells Fargo Emerging Growth Fund Administrator Class 77,597 22.55 4,120 46.95
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12,706 215.76 675 278.65
2025-05-15 13F/A Orion Portfolio Solutions, LLC 6,880 15.42 364 20.93
2025-08-27 NP Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 98,357 5,684
2025-08-11 13F Rothschild Investment Llc 85 41.67 5 33.33
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 6,964 6.03 402 15.85
2025-07-28 NP HDG - ProShares Hedge Replication ETF 49 11.36 3 50.00
2025-07-28 NP VCSLX - Small Cap Index Fund 15,791 11.31 1,000 35.50
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 92,157 2.82 4,893 23.29
2025-08-12 13F Charles Schwab Investment Management Inc 280,343 1.14 16,201 10.45
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 11,261 0.61 713 22.51
2025-08-25 NP MML Series Investment Fund II - MML Small Cap Equity Fund Initial Class 15,260 2.21 882 11.52
2025-08-14 13F Ubs Asset Management Americas Inc 132,586 32.85 7,662 45.09
2025-06-26 NP AZTD - Aztlan Global Stock Selection DM SMID ETF 12,707 675
2025-06-26 NP DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 25,077 10.10 1,331 32.04
2025-07-14 13F UMA Financial Services, Inc. 11 1
2025-08-27 NP Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 348,200 0.58 20,122 9.84
2025-07-30 13F Eqis Capital Management, Inc. 4,062 235
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 30,343 15.12 1,922 40.19
2025-07-25 13F LRI Investments, LLC 1,756 39.37 101 53.03
2025-08-26 NP Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF 266 15
2025-08-14 13F Graham Capital Management, L.P. 12,061 39.55 697 52.52
2025-08-08 13F Creative Planning 14,935 81.14 863 97.94
2025-06-18 NP NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 1,150 40.42 61 69.44
2025-08-14 13F Susquehanna International Group, Llp 92,634 9.02 5,353 19.06
2025-05-28 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 5,255 45.25 278 52.75
2025-08-27 NP Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 51,643 6.24 2,984 16.02
2025-08-14 13F Price T Rowe Associates Inc /md/ 1,114,714 1.89 64 12.28
2025-08-26 NP IAK - iShares U.S. Insurance 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 31,269 6.57 1,807 16.43
2025-09-04 13F/A Advisor Group Holdings, Inc. 1,462 140.86 84 162.50
2025-07-31 13F Caitong International Asset Management Co., Ltd 604 2,223.08 35 3,300.00
2025-08-14 13F Driehaus Capital Management Llc 1,381,039 15.24 79,810 25.85
2025-06-30 NP PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 18,801 11.35 998 33.60
2025-08-14 13F Hrt Financial Lp 26,612 149.88 2
2025-08-14 13F Nebula Research & Development LLC 4,760 275
2025-08-25 NP DLBMX - MassMutual Premier Small Cap Opportunities Fund Class A 54,224 4.83 3,134 14.47
2025-07-23 NP CFSSX - Column Small Cap Select Fund 51,960 69.09 3,292 105.94
2025-06-13 NP abrdn Funds - abrdn Focused U.S. Small Cap Active ETF 38,078 2,022
2025-08-28 NP KIE - SPDR(R) S&P Insurance 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 272,827 15,767
2025-08-13 13F Renaissance Technologies Llc 75,300 20.10 4,352 31.13
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 1,547 6.69 82 28.13
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 17,624 0.45 1,018 9.70
2025-08-20 NP RUSC - U.S. Small Cap Equity Active ETF 536 31
2025-06-27 NP CTOGX - Calamos Timpani SMID Growth Fund Class R6 6,786 84.60 360 122.22
2025-07-29 NP EBI - Longview Advantage ETF 376 24
2025-07-10 13F Contravisory Investment Management, Inc. 3,670 212
2025-08-13 13F Jones Financial Companies Lllp 594 2,870.00 34 3,200.00
2025-08-14 13F Man Group plc 5,458 315
2025-08-14 13F Twinbeech Capital Lp 20,555 32.61 1,188 44.76
2025-08-27 NP JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 104,585 27.36 6,044 39.08
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 3,306 10.20 176 32.58
2025-08-14 13F Mml Investors Services, Llc 4,069 7.16 0
2025-06-25 NP PQJCX - PGIM Jennison Small-Cap Core Equity Fund Class R6 1,654 21.44 88 45.00
2025-08-13 13F Quantbot Technologies LP 2,315 134
2025-05-29 NP CSF - VictoryShares US Discovery Enhanced Volatility Wtd ETF 1,263 67
2025-08-07 13F Navellier & Associates Inc 31,150 0.13 1,800 -2.49
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 750 12.78 43 22.86
2025-08-14 13F Comerica Bank 695 8.76 40 21.21
2025-06-12 13F Sheets Smith Investment Management 16,092 0.01 852 4.67
2025-08-14 13F Riggs Asset Managment Co. Inc. 115 283.33 7 500.00
2025-08-14 13F Bank Of America Corp /de/ 178,701 31.93 10,327 44.07
2025-08-14 13F Royal Bank Of Canada 330,894 27.26 19,123 38.98
2025-08-14 13F Voloridge Investment Management, Llc 87,488 5,056
2025-08-12 13F Nuveen, LLC 284,032 4.72 16,414 14.36
2025-08-27 NP GTSAX - INVESCO Small Cap Growth Fund Class A 210,199 12,147
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 9,852 1.77 523 22.20
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 14,996 2.15 796 22.46
2025-07-22 NP FSCC - Federated Hermes MDT Small Cap Core ETF 3,320 8.67 210 32.91
2025-08-13 13F Brant Point Investment Management Llc 29,702 200.63 1,716 228.74
2025-07-24 NP RKSAX - Rockefeller US Small Cap Core Fund Class A 41,847 14.04 2,651 38.94
2025-08-13 13F Jackson Creek Investment Advisors LLC 30,358 2.95 2 0.00
2025-08-14 13F Bnp Paribas Arbitrage, Sa 83,861 54.31 4,846 68.56
2025-07-14 13F GAMMA Investing LLC 424 26.95 25 41.18
2025-08-26 NP EGWAX - Wells Fargo Fundamental Small Cap Growth Fund (fka Wells Fargo Traditional Small Cap Growth Fund) Class A 26,741 22.07 1,545 33.30
2025-06-13 NP GSXAX - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 116,845 6,203
2025-08-27 NP CWSGX - Carillon Chartwell Small Cap Growth Fund Class Chartwell 22,142 62.20 1,280 77.15
2025-07-23 NP TCMSX - Voya Small Cap Growth Fund Class I 278,192 114.69 17,623 161.47
2025-08-12 13F Legal & General Group Plc 46,358 0.34 2,679 9.62
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 24,176 342.78 1,397 385.07
2025-08-26 NP DVSMX - Driehaus Small Cap Growth Fund Investor Share Class 201,809 19.53 11,663 30.54
2025-08-14 13F Raymond James Financial Inc 172,489 10.82 9,968 21.03
2025-08-27 NP AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Small Cap Fund Series II 132,256 15.16 7,643 25.77
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 30,706 7.45 1,625 12.47
2025-08-12 13F Segall Bryant & Hamill, Llc 314,395 57.38 18,169 71.87
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 6,099 352
2025-08-26 NP TMSL - T. Rowe Price Small-Mid Cap ETF 64,852 18.21 3,748 29.07
2025-08-14 13F Quarry LP 151 84.15 9 100.00
2025-08-12 13F American Century Companies Inc 598,762 6.04 34,602 15.80
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 313,012 302.95 18,089 340.10
2025-07-23 13F Kingswood Wealth Advisors, Llc 4,122 238
2025-08-14 13F Jane Street Group, Llc 84,506 150.25 4,884 173.25
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 1 0
2025-08-07 13F Parkside Financial Bank & Trust 10 1
2025-07-29 NP VFAIX - Vanguard Financials Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 57,985 4.36 3,673 27.09
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 4,219 2.53 224 22.53
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 17,916 6.97 1,135 30.20
2025-08-21 NP MXMTX - Great-West Small Cap Growth Fund Investor Class 38,052 2.31 2,199 11.74
2025-08-14 13F Fmr Llc 1,845 10.55 107 20.45
2025-08-19 13F Cim, Llc 9,586 56.17 554 70.68
2025-07-29 NP SLPAX - Siit Small Cap Fund - Class A 5,618 163.76 356 222.73
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 28,000 2.94 1,618 12.44
2025-06-18 NP NWGPX - Nationwide WCM Focused Small Cap Fund Class A 112,747 21.23 5,986 45.34
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 5,802 321.04 335 365.28
2025-06-26 NP DFSTX - U.s. Small Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 97,834 23.21 5,194 47.77
2025-08-14 13F Lighthouse Investment Partners, LLC 90,401 5,224
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 43,150 29.53 2,291 55.25
2025-08-13 13F Arizona State Retirement System 10,587 2.50 612 11.90
2025-07-21 13F/A Abacus Planning Group, Inc. 3,756 217
2025-08-27 NP Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) 191,446 11,064
2025-08-28 NP TPSC - Timothy Plan US Small Cap Core ETF 7,584 438
2025-06-26 NP TIEIX - TIAA-CREF Equity Index Fund Institutional Class 47,055 128.48 2,498 174.20
2025-08-26 NP FPX - First Trust US Equity Opportunities 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 41,314 191.21 2,388 218.27
2025-08-14 13F California State Teachers Retirement System 36,490 0.94 2,109 10.19
2025-04-28 NP BFOR - Barron's 400 ETF 9,261 1.21 482 -2.83
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 64,757 15.39 3,742 26.04
2025-06-26 NP DFVEX - U.s. Vector Equity 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 7,990 49.09 424 78.90
2025-08-13 13F OMERS ADMINISTRATION Corp 4,600 266
2025-08-13 13F Capital World Investors 1,017,706 24.90 58,813 36.39
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 186,387 9.78 11,808 33.68
2025-07-28 13F Callahan Advisors, LLC 53,032 5.53 3,065 15.23
2025-08-14 13F Lazard Asset Management Llc 2,798 7.70 0
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 3,428 9.77 198 20.00
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 77,231 14.17 4,893 39.06
2025-07-28 NP AGCVX - Global Small Cap Fund Investor 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 6,852 45.11 434 77.14
2025-08-13 13F Federated Hermes, Inc. 490,526 5.53 28,347 15.24
2025-08-12 13F Pathstone Holdings, LLC 28,924 94.98 1,672 112.87
2025-06-25 NP PTMAX - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 31,400 1,667
2025-08-14 13F Millennium Management Llc 146,509 121.35 8,467 141.75
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 2,548 161
2025-07-09 13F Reinhart Partners, Inc. 959,036 1.55 55,423 10.89
2025-08-14 13F Engineers Gate Manager LP 5,577 322
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 375,773 2.20 19,950 22.54
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 1,001 25.28 58 35.71
2025-07-17 13F Campbell Newman Asset Management Inc 27,051 1,563
2025-08-14 13F Harvest Investment Services, LLC 7,669 443
2025-08-12 13F Jpmorgan Chase & Co 106,039 5.91 6,128 15.65
2025-07-31 13F Alamar Capital Management, LLC 69,935 6.80 4,042 16.62
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 4,506 19.84 285 46.15
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 10,268 4.94 545 25.87
2025-07-28 13F Moran Wealth Management, LLC 10,527 4.93 608 14.72
2025-08-25 NP SMCWX - SMALLCAP WORLD FUND INC Class A 3,230,416 6.70 186,686 16.52
2025-07-29 13F Nordea Investment Management Ab 68,394 1.49 3,890 8.93
2025-08-27 NP Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 102,843 4.35 5,943 13.96
2025-08-12 13F Prudential Financial Inc 416,448 27.07 24,067 38.76
2025-08-14 13F Glenmede Investment Management, LP 17,002 983
2025-08-27 NP AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Small Cap Fund Class R6 248,457 3.47 14,358 12.99
2025-08-12 13F Cynosure Management, Llc 14,700 850
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 2,198 8.01 117 28.89
2025-06-18 NP GMRAX - Nationwide Small Cap Index Fund Class A 3,266 0.28 173 20.14
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 976 8.32 62 32.61
2025-08-14 13F State Street Corp 1,095,736 30.54 63,323 42.56
2025-08-14 13F Quantinno Capital Management LP 8,830 510
2025-07-17 13F Janney Montgomery Scott LLC 10,756 4.66 1
2025-08-14 13F Wellington Management Group Llp 73,252 4,233
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F Ameriprise Financial Inc 946,216 46.72 54,682 60.21
2025-08-05 13F Simplex Trading, Llc 675 5,092.31 0
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 1,595 11.00 101 36.49
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 119,426 14.79 6,340 37.65
2025-08-14 13F Fred Alger Management, Llc 28,077 1,406
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 2,585 3.73 149 13.74
2025-05-29 NP JADMX - Small Cap Opportunities Trust NAV 842 141.26 45 158.82
2025-08-12 13F Advisors Asset Management, Inc. 2,490 144
2025-08-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 52,055 4.41 3,008 14.03
2025-08-13 13F Bare Financial Services, Inc 11 1
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 64,137 1.06 3,706 10.36
2025-08-08 13F SG Americas Securities, LLC 13,048 9.43 1
2025-07-14 13F Counterpoint Mutual Funds LLC 6,897 399
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 216 1.41 11 22.22
2025-08-15 13F Tower Research Capital LLC (TRC) 7,807 725.26 451 802.00
2025-08-05 13F Versor Investments LP 8,700 503
2025-08-14 13F Optiver Holding B.V. 246 5.13 14 16.67
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 1,745 8.52 101 17.65
2025-05-15 13F Glenmede Trust Co Na 22,722 21.89 1,202 27.60
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 83 2.47 4 0.00
2025-07-31 13F Oppenheimer Asset Management Inc. 5,041 10.52 291 20.75
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 5,930 2.79 315 23.14
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