STBA / S&T Bancorp, Inc. - Kepemilikan Institusional - Pembeli

S&T Bancorp, Inc.
US ˙ NasdaqGS ˙ US7838591011

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di S&T Bancorp, Inc. meliputi TISEX - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class, Edgestream Partners, L.P., Horizon Investments, LLC, Hussman Strategic Advisors, Inc., HSGFX - Hussman Strategic Growth Fund, MQS Management LLC, Ieq Capital, Llc, Quantinno Capital Management LP, LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class, Raymond James Financial Inc, HSAFX - Hussman Strategic Allocation Fund, BNP Paribas Asset Management Holding S.A., ORG Partners LLC, Hartland & Co., LLC, Twin Peaks Wealth Advisors, LLC, Atlantic Trust, LLC, dan ETTOX - E*TRADE No Fee Total Market Index Fund .

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
(%)
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 28,724 2.86 1,086 5.03
2025-08-04 13F Hantz Financial Services, Inc. 71 0
2025-07-25 13F Cwm, Llc 8,083 12.34 0
2025-07-28 NP HDG - ProShares Hedge Replication ETF 50 11.11 2 0.00
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 7,793 15.04 284 5.99
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 3,678 18.45 139 20.87
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 7,354 6.73 268 -1.48
2025-06-26 NP DFUV - Dimensional US Marketwide Value ETF 26,374 4.14 961 -3.71
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 71,181 3.33 2,609 -5.81
2025-07-31 13F MQS Management LLC 7,203 272
2025-03-19 NP NWHDX - Nationwide Bailard Cognitive Value Fund Class A 5,402 54.25 213 60.15
2025-07-09 13F Harbor Capital Advisors, Inc. 264 24.53 0
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 475 0
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 1,645 24.62 60 13.21
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 79,092 6.75 2,900 -2.69
2025-08-14 13F Fmr Llc 29,519 18.42 1,116 20.91
2025-08-01 13F Envestnet Asset Management Inc 165,020 2.33 6,241 4.47
2025-08-14 13F Wharton Business Group, LLC 26,105 0.21 1
2025-08-11 13F Brown Brothers Harriman & Co 9,468 20.34 358 23.02
2025-07-24 13F CWM Advisors, LLC 10,235 9.95 387 12.50
2025-08-26 NP QABA - First Trust NASDAQ ABA Community Bank Index Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 24,462 6.51 925 8.82
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 1,902 4.51 69 -2.82
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 9,113 40.98 345 43.93
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 9,303 0.62 341 -8.09
2025-08-07 13F Campbell & CO Investment Adviser LLC 13,215 500
2025-08-22 NP FESM - Fidelity Enhanced Small Cap ETF 13,623 4.74 515 7.07
2025-08-14 13F Point72 Asset Management, L.P. 2,631 100
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 17,699 0.12 669 2.29
2025-08-14 13F Aqr Capital Management Llc 37,622 4.08 1,423 6.20
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 5,061 59.85 184 48.39
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 18,239 5.32 690 7.49
2025-08-26 NP Profunds - Profund Vp Small-cap Value 394 0.51 15 0.00
2025-05-28 NP SMLV - SPDR SSGA US Small Cap Low Volatility Index ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 59,970 28.09 2,222 24.15
2025-08-15 13F State of Tennessee, Treasury Department 25,648 14.89 970 17.29
2025-07-22 13F Valley National Advisers Inc 91 1.11 0
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 10,454 11.05 395 13.51
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 34,878 11.86 1,319 13.90
2025-08-29 NP BSVO - EA Bridgeway Omni Small-Cap Value ETF 142,234 1.87 5,379 4.00
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 1,095 7.67 41 10.81
2025-08-08 13F Atlantic Trust, LLC 42 2
2025-08-14 13F Raymond James Financial Inc 2,415 91
2025-08-29 NP DHS - WisdomTree U.S. High Dividend Fund N/A 22,016 1.99 833 4.13
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 13,580 11.49 495 2.92
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 8,889 0.23 336 2.44
2025-07-29 NP EBI - Longview Advantage ETF 498 186.21 18 200.00
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 678 9.18 26 8.70
2025-08-28 NP HSGFX - Hussman Strategic Growth Fund 10,000 378
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 4,589 21.24 167 12.08
2025-08-12 13F MAI Capital Management 281 12.40 11 11.11
2025-07-25 13F Yousif Capital Management, Llc 14,345 0.39 543 2.46
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 2,004 7.22 76 8.70
2025-08-14 13F Royal Bank Of Canada 14,548 10.66 550 12.94
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 13,687 10.28 514 11.50
2025-08-15 13F Tower Research Capital LLC (TRC) 3,933 197.95 149 208.33
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 143,917 1.30 5,244 -6.41
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 17,461 4.59 636 -3.34
2025-07-31 13F Quest Partners LLC 39,555 606.97 1,496 622.22
2025-08-14 13F Maltese Capital Management Llc 53,500 2,023
2025-08-14 13F Ieq Capital, Llc 7,144 270
2025-08-14 13F Quarry LP 108 4
2025-08-05 13F Frederick Financial Consultants, LLC 9,408 0.01 356 2.01
2025-08-11 13F Empowered Funds, LLC 142,430 2.01 5,387 4.14
2025-08-13 13F EverSource Wealth Advisors, LLC 905 5,223.53 34
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 13,713 8.57 500 0.20
2025-08-13 13F Norges Bank 12,702 480
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 9,841 7.48 372 9.73
2025-08-14 13F Millennium Management Llc 343,820 1,565.39 13,003 1,601.96
2025-08-14 13F Mml Investors Services, Llc 6,021 1.30 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 33,645 78.97 1,272 82.76
2025-08-13 13F Arizona State Retirement System 11,163 1.72 422 3.94
2025-07-24 NP ONEQ - Fidelity Nasdaq Composite Index Tracking Stock 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 17,187 0.47 630 -8.43
2025-08-12 13F American Century Companies Inc 698,519 0.52 26,418 2.61
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 5,648 37.62 214 40.13
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 2,806 5.13 106 8.16
2025-08-12 13F Legal & General Group Plc 104,370 0.19 3,947 2.28
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 7,315 16.93 267 8.13
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 2,783 6,857.50 101 10,000.00
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 95,086 3.15 3,465 -4.70
2025-08-14 13F Point72 (DIFC) Ltd 2,194 83
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 5,797 219
2025-08-14 13F Tudor Investment Corp Et Al 101,279 54.15 3,830 57.35
2025-08-14 13F Ubs Asset Management Americas Inc 140,292 33.82 5,306 36.59
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 1,273 3.08 48 6.67
2025-08-08 13F Geode Capital Management, Llc 955,356 1.00 36,134 3.08
2025-08-14 13F Dark Forest Capital Management Lp 38,169 3.08 1,444 5.25
2025-08-14 13F Two Sigma Advisers, Lp 40,000 56.25 1,513 59.49
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 10 0
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 66,297 3.17 2,507 5.34
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 2,989 14.65 109 5.88
2025-08-14 13F Summit Trail Advisors, Llc 12,563 475
2025-08-07 13F Hennion & Walsh Asset Management, Inc. 17,784 0.30 673 2.44
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 106,627 8.62 3,885 0.36
2025-08-07 13F Parkside Financial Bank & Trust 75 3
2025-07-25 NP SCHD - Schwab U.S. Dividend Equity 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 1,089,158 8.32 39,929 -1.27
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 5,824 6.14 220 8.37
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F Citadel Advisors Llc 38,028 119.50 1,438 124.34
2025-08-11 13F Principal Securities, Inc. 530 5.16 20 5.26
2025-08-14 13F Bridgeway Capital Management Inc 292,031 0.97 11,045 3.07
2025-08-15 13F Great West Life Assurance Co /can/ 35,882 5.68 1 0.00
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 95,013 3.49 3,462 -4.39
2025-08-08 13F/A Sterling Capital Management LLC 1,021 55.17 39 58.33
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 7,288 2.32 276 4.56
2025-08-14 13F Bnp Paribas Arbitrage, Sa 4,511 58.56 171 61.90
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 36,810 29.62 1,349 18.13
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 983 19.59 37 23.33
2025-07-30 13F Denali Advisors Llc 48,723 1,843
2025-08-05 13F Hussman Strategic Advisors, Inc. 10,500 397
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 3,549 12.77 134 15.52
2025-05-15 13F Texas Permanent School Fund 21,164 771
2025-08-26 13F/A Thrivent Financial For Lutherans 28,185 0.30 1 0.00
2025-08-07 13F Los Angeles Capital Management Llc 5,362 203
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 238,155 2.02 8,678 -5.74
2025-08-14 13F Horizon Investments, LLC 14,247 539
2025-08-15 NP Royce Value Trust Inc 35,608 1.35 1,347 3.46
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 263 24.64 10 12.50
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 94,248 8.27 3,434 0.03
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 44,366 4.32 1,678 6.48
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 19,759 13.21 747 15.63
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 387,765 3.04 14,130 -4.80
2025-08-14 13F Manufacturers Life Insurance Company, The 19,433 1.32 735 3.38
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 7,220 19.46 273 22.42
2025-08-13 13F Northern Trust Corp 485,896 2.87 18,377 5.01
2025-08-13 13F New York State Common Retirement Fund 27,014 101.39 1
2025-07-28 NP VCSLX - Small Cap Index Fund 15,841 8.82 581 -0.85
2025-08-14 13F Cubist Systematic Strategies, LLC 11,627 440
2025-08-26 NP XJR - iShares ESG Screened S&P 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 3,007 3.23 114 5.61
2025-07-17 13F Janney Montgomery Scott LLC 16,572 4.74 1
2025-08-14 13F/A Skopos Labs, Inc. 76 7,500.00 3
2025-08-14 13F CoreFirst Bank & Trust 4,000 151
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 4,771 19.93 175 9.43
2025-08-12 13F Rhumbline Advisers 109,956 2.62 4,159 4.76
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 195 0.52 7 0.00
2025-08-12 13F Public Sector Pension Investment Board 130,682 7.71 4,942 9.94
2025-05-28 NP QCSTRX - Stock Account Class R1 40,522 4,552.35 1,501 6,426.09
2025-07-16 13F Legend Financial Advisors, Inc. 3,374 128
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 13,575 3.58 513 5.77
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 6,108 9.92 231 12.68
2025-08-26 NP Profunds - Profund Vp Small-cap Growth 465 2.20 18 6.25
2025-08-26 NP NOSGX - Northern Small Cap Value Fund 17,441 398.74 660 410.85
2025-08-14 13F UBS Group AG 209,299 101.16 7,916 105.37
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 209,067 0.38 7,664 -8.50
2025-07-29 NP JSTC - Adasina Social Justice All Cap Global ETF 1,544 16.62 57 5.66
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 1,275,686 1.40 48,246 3.51
2025-07-24 NP HSMNX - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 13,732 47.09 503 34.13
2025-06-27 NP RSSL - Global X Russell 2000 ETF 23,174 6.82 844 -1.29
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 4,328 2.49 158 -5.42
2025-08-14 13F Quantinno Capital Management LP 6,666 252
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 828 6.02 31 10.71
2025-08-07 13F Allworth Financial LP 43 86.96 2
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 157 9.03 6 0.00
2025-08-14 13F/A Barclays Plc 82,134 44.07 3 50.00
2025-08-13 13F Renaissance Technologies Llc 7,800 295
2025-08-26 NP Profunds - Profund Vp Small-cap 87 1.16 3 0.00
2025-07-16 13F State of Alaska, Department of Revenue 22,782 7.47 1
2025-04-28 NP BFOR - Barron's 400 ETF 8,437 1.21 339 -4.78
2025-08-15 13F Captrust Financial Advisors 10,070 0.90 381 2.98
2025-08-08 13F Hartland & Co., LLC 140 5
2025-07-28 13F BRYN MAWR TRUST Co 473 39.94 18 41.67
2025-04-24 NP OASC - OneAscent Small Cap Core ETF 4,004 12.00 161 5.92
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 28,185 0.30 1,066 2.31
2025-08-14 13F Two Sigma Investments, Lp 91,116 88.05 3,446 91.98
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 337 59.72 12 50.00
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 54 1.89 2 100.00
2025-08-15 13F Morgan Stanley 384,217 4.28 14,531 6.45
2025-08-21 NP MXISX - Great-West S&P Small Cap 600 Index Fund Investor Class 29,267 5.34 1,107 7.48
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 8,474 8.40 311 -1.27
2025-05-29 NP TPSC - Timothy Plan US Small Cap Core ETF 10,428 13.18 386 9.66
2025-04-01 NP XSMO - Invesco S&P SmallCap Momentum ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 131,174 40.54 5,174 45.97
2025-08-08 13F Larson Financial Group LLC 73 1,725.00 3
2025-08-14 13F Mariner, LLC 17,097 2.74 647 4.87
2025-08-28 NP VYSVX - Vericimetry U.S. Small Cap Value Fund 5,553 18.07 210 20.69
2025-08-06 13F S&t Bank/pa 324,603 2.28 12,276 4.41
2025-08-14 13F Aquatic Capital Management LLC 8,303 141.44 314 147.24
2025-06-26 NP TISEX - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 162,170 5,909
2025-07-25 NP AFSM - First Trust Active Factor Small Cap 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 4,474 0.72 164 -7.87
2025-08-13 13F Arrowstreet Capital, Limited Partnership 71,898 88.73 2,719 92.70
2025-08-28 NP HSAFX - Hussman Strategic Allocation Fund 500 19
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class 6,258 237
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 7,528 1.98 285 4.03
2025-08-13 13F Edgestream Partners, L.P. 84,414 3,193
2025-08-12 13F Charles Schwab Investment Management Inc 1,582,737 0.52 59,859 2.61
2025-08-14 13F Qube Research & Technologies Ltd 148,520 8.13 5,617 10.40
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 191,338 9.78 7,014 0.06
2025-08-14 13F Lazard Asset Management Llc 14,689 8.78 1
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 125 5
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 6,409 6.04 235 -3.70
2025-07-24 NP ESML - iShares ESG MSCI 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 24,624 28.77 903 17.30
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 5,331 9.47 212 3.92
2025-08-11 13F Royce & Associates Lp 36,667 1.06 1,387 3.13
2025-08-14 13F Price T Rowe Associates Inc /md/ 40,237 8.98 2 0.00
2025-08-14 13F Integrated Wealth Concepts LLC 92,324 11.41 3,492 13.71
2025-05-22 NP ROSC - Hartford Multifactor Small Cap ETF 2,884 1.30 107 -1.85
2025-08-27 NP PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 34,379 0.88 1,300 3.01
2025-07-16 13F ORG Partners LLC 344 13
2025-08-22 NP FISVX - Fidelity Small Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 42,033 1.66 1,590 3.79
2025-08-14 13F Rafferty Asset Management, LLC 27,620 8.86 1,045 11.18
2025-05-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 16,454 2.43 610 -0.65
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 53,968 7.62 1,978 -1.88
2025-08-13 13F Allegheny Financial Group LTD 6,125 0.23 232 2.21
2025-08-12 13F Prudential Financial Inc 61,540 4.02 2,327 6.21
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