SOUN / SoundHound AI, Inc. - Kepemilikan Institusional - Pembeli

SoundHound AI, Inc.
US ˙ NasdaqGM ˙ US8361001071

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di SoundHound AI, Inc. meliputi VISGX - Vanguard Small-Cap Growth Index Fund Investor Shares, JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A), Canada Pension Plan Investment Board, Marex Group plc, Y-Intercept (Hong Kong) Ltd, Parallax Volatility Advisers, L.P., VT - Vanguard Total World Stock Index Fund ETF Shares, FNX - First Trust Mid Cap Core AlphaDEX Fund, FNY - First Trust Mid Cap Growth AlphaDEX Fund, Warren Averett Asset Management, LLC, Parallax Volatility Advisers, L.P., Magnetar Financial LLC, Handelsbanken Fonder AB, ESGV - Vanguard ESG U.S. Stock ETF ETF Shares, Knights of Columbus Asset Advisors LLC, Los Angeles Capital Management Llc, WFH - Direxion Work From Home ETF, KG&L Capital Management,LLC, JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I), dan Jennison Associates 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
(%)
2025-08-12 13F Jpmorgan Chase & Co 339,046 4.89 3,638 38.61
2025-08-26 NP TLSTX - Stock Index Fund 5,166 16.14 55 52.78
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 164,561 8.92 1,529 -28.50
2025-08-08 13F Avantax Advisory Services, Inc. 72,521 22.22 778 61.75
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 125,847 23.42 1,169 -18.93
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 26,323 10.73 266 3.50
2025-08-28 NP SSBIX - State Street Balanced Index Fund Class K 2,469 25.65 26 73.33
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 1,279 9.32 14 44.44
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 83,111 19.13 892 57.42
2025-07-31 13F Carnegie Capital Asset Management, LLC 1,198,680 12.04 12,862 58.19
2025-08-06 13F Golden State Wealth Management, LLC 2,615 23.64 28 64.71
2025-08-15 13F Sender Co & Partners, Inc. 17,326 186
2025-07-25 NP SCHB - Schwab U.S. Broad Market ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 207,204 7.80 2,095 0.72
2025-08-04 13F Roble, Belko & Company, Inc 288 3.60 0
2025-08-14 13F Scientech Research LLC 143,114 1,536
2025-07-16 13F Signaturefd, Llc 11,193 16.61 120 55.84
2025-08-15 13F Caxton Associates Llp 11,179 120
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 69 1
2025-07-11 13F Harbour Capital Advisors, LLC 26,450 298
2025-07-17 13F Alliance Wealth Advisors, LLC 12,758 2.89 137 36.00
2025-08-12 13F XTX Topco Ltd 18,386 197
2025-08-08 13F Wealth Alliance 11,000 118
2025-08-14 13F Two Sigma Securities, Llc 36,158 388
2025-08-14 13F Alliancebernstein L.p. 397,113 6.96 4,261 41.37
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 1,713,117 5.40 17,320 -1.52
2025-08-28 NP DTSGX - Small Company Growth Portfolio Investment Class 1,809 19
2025-08-13 13F Walleye Capital LLC Call 350,100 75.84 3,757 132.43
2025-08-12 13F Nemes Rush Group LLC 514 87.59 6 150.00
2025-06-27 NP WFH - Direxion Work From Home ETF 51,200 476
2025-08-13 13F Natixis 4,325 5,666.67 46
2025-08-05 13F Simplex Trading, Llc 1,215,270 255.35 13 550.00
2025-08-04 13F Strs Ohio 53,800 11.85 577 47.95
2025-08-13 13F New York State Common Retirement Fund 115,962 27.48 1
2025-07-28 NP VCSLX - Small Cap Index Fund 139,649 18.52 1,412 10.75
2025-08-14 13F/A Rockefeller Capital Management L.P. 674,541 1,594.95 7,238 2,140.56
2025-08-14 13F Royal Bank Of Canada 1,431,286 792.89 15,357 1,080.40
2025-08-14 13F Vident Advisory, LLC 47,803 11.62 513 47.55
2025-08-14 13F Dark Forest Capital Management Lp 63,953 686
2025-08-05 13F Mission Wealth Management, Lp Call 5 25.00
2025-08-07 13F ProShare Advisors LLC 76,797 9.55 824 44.82
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 3,275,516 7.61 30,430 -29.35
2025-07-22 13F Belpointe Asset Management LLC 11,430 9.59 123 45.24
2025-08-28 NP SPGM - SPDR(R) Portfolio MSCI Global 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 6,628 57.73 71 108.82
2025-07-22 13F Knights of Columbus Asset Advisors LLC 63,813 685
2025-08-12 13F Ameritas Investment Partners, Inc. 37,411 14.20 401 50.75
2025-07-11 13F Farther Finance Advisors, LLC 9,830 38.98 105 81.03
2025-07-24 13F JB Capital LLC 32,181 1.90 345 34.77
2025-08-11 13F Principal Securities, Inc. 4,063 20.46 44 -34.85
2025-08-11 13F Independent Advisor Alliance 29,454 39.72 316 84.80
2025-07-14 13F Proathlete Wealth Management Llc 26 23.81 0
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 439,190 2.51 4,713 35.48
2025-06-25 NP FNY - First Trust Mid 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 191,297 1,777
2025-08-05 13F Huntington National Bank 3,050 48.78 33 100.00
2025-08-25 13F/A Neuberger Berman Group LLC 718,255 95.86 7,707 158.85
2025-08-12 13F DnB Asset Management AS 124,543 87.64 1,336 148.33
2025-08-01 13F United Capital Management of KS, Inc. 21,567 231
2025-08-14 13F Schonfeld Strategic Advisors LLC 96,181 1,032
2025-08-12 13F Charles Schwab Investment Management Inc 3,039,261 6.74 32,611 41.06
2025-07-08 13F RMR Wealth Builders 10,450 112
2025-08-14 13F Smartleaf Asset Management LLC 81 1
2025-07-10 13F Kozak & Associates, Inc. 3,238 6,249.02 42
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 62,033 7.37 666 35.44
2025-05-27 NP Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 42,202 4.30 343 -57.36
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 858 14.55 9 50.00
2025-08-13 13F Victory Capital Management Inc 196,510 20.03 2,109 58.62
2025-08-12 13F Proequities, Inc. 0 0
2025-08-12 13F J.w. Cole Advisors, Inc. 15,248 164
2025-08-11 13F Private Advisor Group, LLC 171,943 5.26 1,845 39.06
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 634,842 15.22 6,812 52.27
2025-08-14 13F Atom Investors LP 55,805 436.02 599 611.90
2025-07-17 13F Venture Visionary Partners LLC Call 10,000 107
2025-07-17 13F Venture Visionary Partners LLC 7,628 82
2025-08-14 13F Xponance, Inc. 29,120 18.45 312 56.78
2025-08-14 13F Citadel Advisors Llc 582,603 810.66 6,251 1,104.43
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 3,000 20.00 32 60.00
2025-08-13 13F First Trust Advisors Lp 426,054 37.62 4,572 81.89
2025-08-12 13F Country Trust Bank 264 3
2025-08-13 13F Sassicaia Capital Advisers Llc 267,390 2,869
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 5,716,419 2.88 61,337 35.95
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 25,684 19.17 276 57.14
2025-07-31 13F Caitong International Asset Management Co., Ltd 110,831 852.32 1,189 1,164.89
2025-06-27 NP RSSL - Global X Russell 2000 ETF 196,686 11.91 1,827 -26.51
2025-07-15 13F BCS Wealth Management 10,290 0
2025-07-25 13F Genesee Capital Advisors, LLC 29,159 45.66 313 92.59
2025-08-14 13F GWM Advisors LLC 43,136 5.13 463 38.74
2025-07-10 13F Family Legacy Financial Solutions, LLC 349 4
2025-08-18 13F Wolverine Trading, Llc Call 1,064,900 4.73 10,468 21.12
2025-07-29 NP PBQAX - PGIM Jennison Blend Fund Class A 28,327 286
2025-08-18 13F Wolverine Trading, Llc 333,888 14.13 3,282 32.02
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 18,343 37.45 197 81.48
2025-08-26 NP IWV - iShares Russell 3000 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 98,031 18.91 1,052 57.10
2025-07-23 13F Klp Kapitalforvaltning As 76,600 16.06 822 53.46
2025-08-06 13F North Capital, Inc. 246 90.70 3 100.00
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 69,182 21.74 742 60.95
2025-08-14 13F EP Wealth Advisors, Inc. 14,100 5.27 151 39.81
2025-08-28 NP IGV - iShares Expanded Tech-Software Sector 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 1,398,556 3.38 15,007 36.60
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 20,475 207
2025-08-06 13F Commonwealth Equity Services, Llc 230,330 0.81 2 100.00
2025-08-14 13F Aqr Capital Management Llc 52,555 34.56 564 77.60
2025-06-23 NP PPNMX - SmallCap Growth Fund I R-3 32,469 0.72 302 -33.99
2025-08-18 13F Geneos Wealth Management Inc. 50 1
2025-03-28 NP PTF - Invesco DWA Technology 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 919,759 13,015
2025-08-14 13F Hrt Financial Lp 1,110,425 12
2025-08-06 13F AE Wealth Management LLC Call 100 0
2025-06-18 NP NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 10,356 17.67 96 -22.58
2025-08-18 13F Tyler-Stone Wealth Management 32,190 20.65 345 59.72
2025-08-13 13F Mount Yale Investment Advisors, LLC 100 1
2025-07-22 13F Apexium Financial, Lp 36,698 2.80 394 35.99
2025-08-11 13F HighTower Advisors, LLC 90,637 135.41 973 211.54
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 54,108 15.85 581 53.03
2025-08-05 13F Sigma Planning Corp 106,661 238.09 1,144 346.88
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 69,639 704
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 1,516 15.73 14 -22.22
2025-07-31 13F R Squared Ltd 53,483 289.25 574 416.22
2025-08-05 13F Prosperity Wealth Management, Inc. 22,200 238
2025-08-06 13F Pekin Hardy Strauss, Inc. 10,000 107
2025-08-15 13F Equitable Holdings, Inc. 46,377 38.91 498 83.39
2025-08-14 13F Riggs Asset Managment Co. Inc. 49 1
2025-07-17 13F Forefront Wealth Management Inc. 10,165 109
2025-07-29 NP VITAX - Vanguard Information Technology 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 6,800,381 2.30 68,752 -4.42
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 47,500 0.85 480 -5.70
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 280,600 17.50 3,011 55.23
2025-06-25 NP FNX - First Trust Mid Cap Core AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 198,533 1,844
2025-08-19 13F Newbridge Financial Services Group, Inc. 31,050 6.34 333 40.51
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 427,200 14.12 4,584 50.81
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 119,860 11.33 1,286 47.14
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 2,115 37.34 20 -9.52
2025-08-01 13F Jennison Associates Llc 29,186 313
2025-08-12 13F Swiss National Bank 700,100 7.23 7,512 41.71
2025-08-08 13F Cetera Investment Advisers 160,937 18.76 1,727 56.91
2025-07-30 NP DTEC - ALPS DISRUPTIVE TECHNOLOGIES ETF 88,440 32.16 894 23.48
2025-07-29 NP GAAVX - GMO Alternative Allocation Fund Class VI Short -126,500 168.01 -1,279 150.59
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 46,377 15.31 498 52.45
2025-08-14 13F Brevan Howard Capital Management LP 250,424 130.60 2,687 204.99
2025-08-07 13F Los Angeles Capital Management Llc 54,198 582
2025-08-07 13F PFG Advisors 18,103 38.70 194 84.76
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 59,386 19.34 637 57.67
2025-08-14 13F Susquehanna International Group, Llp 2,507,031 15.53 26,900 52.67
2025-06-24 NP SWTSX - Schwab Total Stock Market 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 171,830 9.56 1,596 -28.08
2025-08-12 13F Cornerstone Wealth Management, LLC 11,489 123
2025-08-04 13F Kovack Advisors, Inc. 14,756 158
2025-07-11 13F SILVER OAK SECURITIES, Inc 7,049 76
2025-08-14 13F Fieldview Capital Management, LLC 88,581 126.81 950 199.68
2025-08-12 13F O'shaughnessy Asset Management, Llc 20,291 2.59 218 35.63
2025-08-14 13F Verition Fund Management LLC 604,216 79.65 6,483 137.39
2025-05-15 13F Concorde Asset Management, LLC 31,885 16.99 282 -47.96
2025-07-01 13F Harbor Investment Advisory, Llc 14,500 92.05 156 154.10
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 17,659 16.51 164 -23.36
2025-08-04 13F Spire Wealth Management 467 2.19 5 66.67
2025-08-05 13F Bank of New York Mellon Corp 1,762,827 91.64 18,915 153.25
2025-05-27 NP DMCRX - Driehaus Micro Cap Growth Fund 161,458 7.52 1,311 -55.99
2025-08-13 13F Northwestern Mutual Wealth Management Co 2,336 83.07 25 150.00
2025-06-25 NP BKSE - BNY Mellon US Small Cap Core Equity ETF 16,626 154
2025-08-08 13F Geode Capital Management, Llc 8,830,144 8.34 94,759 43.14
2025-08-15 13F Tower Research Capital LLC (TRC) 66,788 271.46 717 393.79
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 13,218 11.93 142 48.42
2025-08-12 13F Change Path, LLC 26,856 53.19 288 102.82
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 8,099 14.90 87 50.88
2025-08-13 13F Beacon Pointe Advisors, LLC 10,738 115
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 247,721 22.48 2,658 61.88
2025-08-14 13F Goldman Sachs Group Inc 3,539,732 34.10 37,981 77.20
2025-08-11 13F Vanguard Group Inc 37,324,921 6.46 400,496 40.68
2025-08-14 13F Goldman Sachs Group Inc Put 581,600 6,241
2025-08-12 13F Pathstone Holdings, LLC 15,121 26.25 162 67.01
2025-07-18 13F/A MJT & Associates Financial Advisory Group, Inc. 490 308.33 5
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 344,423 3,696
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 204,730 20.98 2,197 59.83
2025-08-12 13F Legal & General Group Plc 388,647 12.63 4,170 48.88
2025-07-29 13F Commons Capital, Llc 27,985 2.33 300 35.14
2025-07-25 13F JustInvest LLC 16,264 175
2025-08-29 13F Total Investment Management Inc 1,250 13
2025-07-15 13F Yarbrough Capital, LLC 288,136 85.97 3,092 145.71
2025-08-14 13F Manufacturers Life Insurance Company, The 204,676 4.58 2,196 38.20
2025-08-07 13F Financially Speaking Inc 750 8
2025-08-14 13F Sculptor Capital LP 510,100 74.33 5,473 130.44
2025-08-11 13F Lake Street Financial Llc 7,000 75
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 1,625,244 15.06 16,431 7.51
2025-08-12 13F Global Retirement Partners, LLC 67,697 22.23 726 -33.88
2025-07-15 13F Fortitude Family Office, LLC 3,580 4.74 38 40.74
2025-08-12 13F Tocqueville Asset Management L.p. 827,413 1.71 8,878 34.41
2025-08-28 NP IGM - iShares Expanded Tech Sector 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 165,154 3.30 1,772 36.52
2025-08-14 13F Farringdon Capital, Ltd. 11,332 122
2025-07-14 13F Toth Financial Advisory Corp 793 192.62 9 300.00
2025-08-27 NP JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A) 699,269 7,503
2025-08-15 13F Captrust Financial Advisors 91,131 62.33 978 114.73
2025-08-12 13F Prudential Financial Inc 46,940 90.94 397 98.99
2025-07-25 13F Allspring Global Investments Holdings, LLC 14,541 152
2025-08-06 13F Eukles Asset Management 1,000 11
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 73,786 54.77 792 104.39
2025-08-14 13F Comerica Bank 2,300 3.93 25 41.18
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 6,002 14.45 64 52.38
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 213,311 1,982
2025-08-13 13F ExodusPoint Capital Management, LP 14,750 0
2025-08-07 13F Traynor Capital Management, Inc. 26,840 1.36 281 30.70
2025-07-30 13F Bogart Wealth, LLC 825 0.61 9 33.33
2025-08-15 13F WFA of San Diego, LLC 1,000 11
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 3,211,083 11.50 34,455 47.34
2025-08-08 13F/A Sterling Capital Management LLC 885 157.27 9 350.00
2025-08-12 13F Advisors Asset Management, Inc. 2,519 68.38 27 125.00
2025-07-29 NP BPLSX - Boston Partners Long/Short Equity Fund INSTITUTIONAL Short -23,581 50.59 -238 40.83
2025-08-27 NP RYTIX - Technology Fund Investor Class 10,971 29.82 118 72.06
2025-07-15 13F Financial Management Professionals, Inc. 5,092 0.83 55 31.71
2025-08-14 13F Quantinno Capital Management LP 13,618 19.83 146 58.70
2025-07-28 NP HDG - ProShares Hedge Replication ETF 426 17.36 4 33.33
2025-08-13 13F Capital Fund Management S.a. Call 1,807,600 30.29 19,396 72.17
2025-08-13 13F Capital Fund Management S.a. Put 818,900 3.91 8,787 37.30
2025-07-29 13F Stratos Wealth Partners, LTD. 75,642 10.72 812 46.39
2025-07-21 13F Ameritas Advisory Services, LLC 17,463 36.54 187 -2.09
2025-07-14 13F Southland Equity Partners LLC 21,499 231
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 9,975 50.98 107 101.89
2025-08-14 13F Millennium Management Llc Put 29,300 314
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 40,194 173.50 373 80.19
2025-07-10 13F Clare Market Investments LLC 18,100 194
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 56,133 14.60 602 51.64
2025-08-06 13F Prospera Financial Services Inc 33,154 20.76 356 59.91
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 76,156 20.02 817 58.64
2025-08-08 13F Larson Financial Group LLC 8,953 27.41 96 68.42
2025-08-07 13F Allworth Financial LP 25,513 130.64 274 165.05
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 5,024,632 1.02 53,906 33.46
2025-08-14 13F Mercer Global Advisors Inc /adv 28,568 5.58 307 39.73
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 99,638 16.24 926 -23.68
2025-07-18 13F Trust Co Of Vermont 1,000 11
2025-06-26 NP SPEDX - Alger Dynamic Opportunities Fund Class A Short -33,850 84.21 -314 20.77
2025-08-19 13F Advisory Services Network, LLC 10,416 2.60 108 30.49
2025-08-14 13F Headlands Technologies LLC 69,646 747
2025-08-14 13F Sunbelt Securities, Inc. 4,555 28.13 90 221.43
2025-07-22 13F Capital Advisors Inc/ok 30,000 140.77 57 -44.55
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 133,420 23.06 1,432 62.61
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 514 14.22 6 66.67
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 187,257 1.59 2,009 34.29
2025-08-14 13F Crawford Fund Management, LLC Put 133,500 53.45 1,432 102.83
2025-08-14 13F IHT Wealth Management, LLC 26,226 6.58 281 41.21
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 14,428 23.40 146 15.08
2025-08-12 13F Franklin Resources Inc 44,153 9.28 474 44.21
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 514,477 15.40 5,201 7.84
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 101,294 79.05 1,087 136.60
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 1,868 14.60 20 53.85
2025-08-28 NP IWM - iShares Russell 2000 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 9,097,182 5.66 97,613 39.62
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 37,411 14.20 401 50.75
2025-08-29 NP STXK - Strive Small-Cap ETF 10,664 3.60 114 37.35
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 69,941 13.26 750 49.70
2025-07-17 13F KG&L Capital Management,LLC 41,201 442
2025-08-05 13F Plante Moran Financial Advisors, LLC 40 0
2025-08-12 13F Rhumbline Advisers 552,684 20.91 5,930 59.80
2025-08-14 13F Murphy & Mullick Capital Management Corp 600 20.00 6 50.00
2025-06-30 NP TRFM - AAM Transformers ETF 17,425 61.18 162 5.92
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 806,883 8.20 7,496 -28.96
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 34,331 26.44 368 67.27
2025-08-06 13F Atlantic Union Bankshares Corp 100 1
2025-07-17 13F Covenant Asset Management, LLC 12,172 131
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 107,887 9.65 1,002 -28.02
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 666,150 7.49 6,735 0.43
2025-07-28 NP NBMIX - Neuberger Berman Small Cap Growth Fund Investor Class 351,561 106.12 3,554 92.63
2025-08-14 13F Canada Pension Plan Investment Board 495,100 5,312
2025-07-22 13F Chung Wu Investment Group, LLC 100 1
2025-07-29 13F International Assets Investment Management, Llc 22,086 46.88 237 93.44
2025-08-04 13F Quaker Wealth Management, LLC 353 4
2025-07-14 13F GAMMA Investing LLC 1,713 16.77 18 63.64
2025-08-07 13F HighPoint Advisor Group LLC 77,322 1.12 830 14.50
2025-08-14 13F Price T Rowe Associates Inc /md/ 306,242 19.20 3 50.00
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 11,000 19.57 118 59.46
2025-07-30 NP BOTZ - Global X Robotics & Artificial Intelligence ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., 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 3,953,254 56.77 39,967 46.48
2025-05-05 13F Lindbrook Capital, Llc 455 61.35 4 -40.00
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 169,390 13.41 1,818 49.92
2025-04-29 13F Hm Payson & Co 1,400 40.00 11 -42.11
2025-07-31 13F Quest Partners LLC 6,633 65.99 71 121.88
2025-08-13 13F Truvestments Capital Llc 2 0
2025-08-08 13F Pnc Financial Services Group, Inc. 6,171 52.94 66 106.25
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 36,777 7.61 342 -29.40
2025-08-19 13F Marex Group plc 347,433 3,728
2025-08-13 13F Walleye Trading LLC 171,363 80.24 1,839 138.08
2025-08-13 13F Walleye Trading LLC Put 786,200 51.28 8,436 99.93
2025-08-27 NP JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 29,612 318
2025-05-27 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 723,958 2.44 5,879 -58.07
2025-08-26 NP EHLS - Even Herd Long Short ETF 8,173 4.93 88 38.10
2025-08-13 13F Northern Trust Corp 3,142,685 5.49 33,721 39.41
2025-08-07 13F Hennion & Walsh Asset Management, Inc. 60,041 12.54 644 48.73
2025-06-26 NP USMIX - Extended Market Index Fund 42,816 7.21 398 -29.73
2025-05-28 NP AFMCX - Acuitas US Microcap Fund Institutional Shares 10,393 7.17 84 -56.25
2025-08-14 13F Mariner, LLC 91,073 2.00 977 34.94
2025-08-27 13F/A Squarepoint Ops LLC 1,153,886 645.20 12,381 884.96
2025-08-14 13F/A Barclays Plc 1,158,823 2.81 12 33.33
2025-08-14 13F Voya Investment Management Llc 101,367 17.12 1,088 54.84
2025-08-14 13F Warren Averett Asset Management, LLC 136,998 1,470
2025-04-29 NP WPGHX - WPG Partners Select Hedged Fund Institutional Short -6,884 -74
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 97,828 17.06 1,050 54.72
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 3,436 0
2025-07-18 13F Truist Financial Corp Call 151,900 15.95 1,630 53.25
2025-07-30 13F FNY Investment Advisers, LLC 2,674 2,574.00 0
2025-07-30 13F FNY Investment Advisers, LLC Call 210 0
2025-08-26 NP Profunds - Profund Vp Small-cap 837 14.66 9 60.00
2025-06-18 NP GMRAX - Nationwide Small Cap Index Fund Class A 27,855 3.36 259 -32.28
2025-08-20 NP QSMLX - AQR Small Cap Multi-Style Fund Class I 11,614 125
2025-08-08 13F Creative Planning 90,218 11.41 968 47.34
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 18,930 203
2025-08-07 13F Kestra Private Wealth Services, Llc 22,025 29.75 236 72.26
2025-08-07 13F Keynote Financial Services Llc 19,931 50.64 214 99.07
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 19,028 14.52 204 52.24
2025-08-14 13F Nebula Research & Development LLC 67,263 9.70 722 45.07
2025-08-08 13F Good Life Advisors, LLC 48,054 5.03 516 38.81
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 88,881 31.79 954 74.22
2025-08-01 13F Teacher Retirement System Of Texas 55,379 12.64 594 48.87
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 409,065 0.96 3,800 -33.72
2025-08-12 13F Magnetar Financial LLC 122,222 1,311
2025-08-14 13F Parallax Volatility Advisers, L.P. Put 127,100 1,364
2025-08-13 13F GeoWealth Management, LLC 32 0
2025-09-04 13F/A Advisor Group Holdings, Inc. 498,691 13.99 5,351 50.62
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 44,452 16.34 413 -23.70
2025-08-12 13F Zacks Investment Management 12,501 134
2025-08-14 13F Group One Trading, L.p. 1,349,925 35.44 14,485 78.97
2025-08-14 13F Fmr Llc 191,361 3.96 2,053 37.42
2025-08-12 13F Deutsche Bank Ag\ 525,982 1.03 5,644 33.50
2025-08-13 13F Arizona State Retirement System 106,930 10.71 1,147 46.30
2025-08-13 13F Jones Financial Companies Lllp 180,358 26.59 1,773 46.33
2025-08-12 13F BlackRock, Inc. 29,401,698 4.51 315,480 38.10
2025-08-14 13F Parallax Volatility Advisers, L.P. Call 239,000 2,564
2025-06-27 NP AIBU - Direxion Daily AI and Big Data Bull 2X Shares 3,957 103.03 37 33.33
2025-08-08 13F Gts Securities Llc 17,857 192
2025-07-29 NP RBB FUND, INC. - Adara Smaller Companies Fund 115,121 59.28 1,164 48.72
2025-08-14 13F Mml Investors Services, Llc 102,069 398.19 1
2025-08-13 13F Bare Financial Services, Inc 55 1
2025-06-18 NP REBYX - U.S. Small Cap Equity Fund Class Y Short -1,880 -8.96 -17 -41.38
2025-08-08 13F Principal Financial Group Inc 26,060 0.84 280 33.49
2025-08-22 NP FESM - Fidelity Enhanced Small Cap ETF 100,438 4.94 1,078 38.61
2025-08-12 13F CIBC Private Wealth Group, LLC 1,972 106.28 21 250.00
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 99 15.12 1
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 67,168 45.60 679 36.07
2025-08-08 13F MTM Investment Management, LLC 100 1
2025-08-13 13F HAP Trading, LLC Call 35,400 25.98 78 148.39
2025-07-28 13F Mutual Advisors, LLC 25,872 21.39 303 49.50
2025-08-13 13F HAP Trading, LLC Put 32,900 3.13 49 -53.77
2025-08-14 13F Integrated Wealth Concepts LLC 21,713 47.95 233 94.96
2025-07-22 13F Valley National Advisers Inc 1,300 319.35 0
2025-08-01 13F GoalVest Advisory LLC 710 8
2025-08-07 13F Parkside Financial Bank & Trust 1,211 6.70 13 33.33
2025-08-14 13F Ubs Asset Management Americas Inc 1,030,691 48.91 11,059 96.78
2025-08-28 NP USVM - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 153,617 27.17 1,648 68.16
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 5,494 1.82 56 -5.17
2025-08-27 NP Nuveen S&p 500 Dynamic Overwrite Fund 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 2,261 221.16 24 380.00
2025-08-13 13F Russell Investments Group, Ltd. 12,479 30.32 134 72.73
2025-08-12 13F LPL Financial LLC 1,741,971 29.34 18,691 70.91
2025-08-27 NP NAESX - Vanguard Small-Cap Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,526,302 0.68 48,567 33.04
2025-08-12 13F MAI Capital Management 16,955 1.93 182 34.07
2025-08-27 NP VISGX - Vanguard Small-Cap Growth 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 1,253,778 13,453
2025-08-14 13F Toroso Investments, LLC 29,902 6.47 321 40.35
2025-08-14 13F Wells Fargo & Company/mn 441,493 16.59 4,737 54.10
2025-08-26 NP NVSOX - Wells Fargo Disciplined Small Cap Fund Administrator Class 9,064 97
2025-07-23 13F Kingswood Wealth Advisors, Llc 14,075 19.53 151 58.95
2025-08-27 NP RYDEX VARIABLE TRUST - Technology Fund Variable Annuity 5,434 49.00 58 100.00
2025-08-13 13F Hsbc Holdings Plc 83,371 4.14 888 36.25
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 1,969,887 7.66 19,916 0.60
2025-08-13 13F Hsbc Holdings Plc Put 600,000 1.92 6,390 33.35
2025-08-08 13F Meridian Wealth Management, LLC 54,110 4.26 581 37.77
2025-08-14 13F Peak6 Llc Call 794,300 1,479.13 8,523 1,988.73
2025-08-14 13F Optiver Holding B.V. 3,372 231.24 36 350.00
2025-08-12 13F Handelsbanken Fonder AB 88,900 1
2025-08-14 13F State Street Corp 8,476,348 9.12 90,951 44.20
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 11,976,884 4.98 128,512 38.72
2025-06-26 NP BLACKROCK FUNDS - iShares Total U.S. Stock Market 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 24,578 20.39 228 -20.83
2025-08-13 13F Guggenheim Capital Llc 19,744 31.51 212 74.38
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 132,285 16.40 1,419 53.90
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 74,615 14.80 801 51.80
2025-07-15 13F Bfsg, Llc 2,135 100.47 23 175.00
2025-07-31 13F Nisa Investment Advisors, Llc 45,545 7.13 489 41.45
2025-07-23 NP XAIX - Xtrackers Artificial Intelligence and Big Data ETF 2,250 1.72 23 -4.35
2025-08-14 13F D. E. Shaw & Co., Inc. Call 2,915,300 2.93 31,281 36.01
2025-08-15 13F Kestra Advisory Services, LLC 40,902 25.08 439 65.28
2025-08-14 13F Shay Capital LLC Call 20,000 215
2025-08-12 13F Coston, McIsaac & Partners 55 0
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 52,290 14.10 486 -25.15
2025-08-13 13F EverSource Wealth Advisors, LLC 648 92.86 7 200.00
2025-08-14 13F Shay Capital LLC 10,000 107
2025-08-11 13F Empowered Funds, LLC 10,664 3.60 114 37.35
2025-07-17 13F Janney Montgomery Scott LLC 23,073 3.97 0
2025-08-14 13F Woodson Capital Management, LP 412,724 75.19 4,429 131.47
2025-08-11 13F Rothschild Investment Llc 688 63.81 7 133.33
2025-08-15 13F CI Private Wealth, LLC 81,620 876
2025-08-26 NP GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 14,350 47.82 154 96.15
2025-06-27 NP BIVIX - Invenomic Fund Institutional Class shares Short -215,361 137.11 -2,001 55.64
2025-07-08 13F/A Salem Investment Counselors Inc 435 5
2025-08-08 13F SG Americas Securities, LLC 249,143 221.60 3
2025-08-14 13F Bank Of America Corp /de/ 23,319,902 196.76 250,223 292.15
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 22,279 62.18 225 52.03
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 10,516 98
2025-08-13 13F MetLife Investment Management, LLC 219,136 15.84 2,351 53.06
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 62,725 24.41 583 -18.37
2025-08-14 13F Colony Group, LLC 89,466 4.43 960 37.99
2025-07-29 NP SFYF - SoFi 50 ETF 17,015 172
2025-07-08 13F Nbc Securities, Inc. 7,988 4.01 0
2025-08-01 13F Belvedere Trading LLC 9,535 26.31 102 67.21
2025-07-23 13F Clear Creek Financial Management, LLC 33,657 16.21 361 53.62
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