TFIN / Triumph Financial, Inc. - Kepemilikan Institusional - Pembeli

Triumph Financial, Inc.
US ˙ NYSE ˙ US89679E3009

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Triumph Financial, Inc. meliputi Empirical Capital Management, LLC, Tiger Global Management Llc, Orchard Capital Managment, LLC, Sig Brokerage, Lp, Creative Planning, FNDA - Schwab Fundamental U.S. Small Company Index ETF, Index Fund Advisors, Inc., Integrated Wealth Concepts LLC, FESM - Fidelity Enhanced Small Cap ETF, Mangrove Partners, Entropy Technologies, LP, Raymond James Financial Inc, SFSNX - Schwab Fundamental US Small Company Index Fund Institutional Shares, Glenmede Investment Management, LP, RUSC - U.S. Small Cap Equity Active ETF, Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF, SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF, BNP Paribas Asset Management Holding S.A., FNDB - Schwab Fundamental U.S. Broad Market Index ETF, dan TEXN - iShares Texas Equity ETF .

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
(%)
2025-08-13 13F Orchard Capital Managment, LLC 33,042 1,821
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 246 8.37 14 0.00
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 736 3.81 41 0.00
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 3,642 1.53 201 -3.38
2025-08-13 13F Quantbot Technologies LP 19,374 11.86 1,068 6.59
2025-08-01 13F Envestnet Asset Management Inc 148,025 5.44 8,158 0.53
2025-08-26 NP LCORX - Leuthold Core Investment Fund Retail Class Short -7,177 -396
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 571 19.46 31 14.81
2025-06-25 NP FYX - First Trust Small 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 8,875 26.75 474 -4.05
2025-08-08 13F Creative Planning 13,194 727
2025-08-04 13F Amalgamated Bank 6,343 0.71 0
2025-08-13 13F Northwestern Mutual Wealth Management Co 176 21.38 10 12.50
2025-08-27 NP BBTSX - Bridge Builder Tax Managed Small/Mid Cap Fund 12,305 242.38 678 227.54
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 16,700 3.09 920 -1.71
2025-08-14 13F Verition Fund Management LLC 34,803 55.96 1,918 48.72
2025-07-24 13F IFP Advisors, Inc 0 13
2025-08-14 13F/A Barclays Plc 55,560 43.95 3 50.00
2025-06-30 NP SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF 240 13
2025-06-24 NP SFSNX - Schwab Fundamental US Small Company Index Fund Institutional Shares This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,498 133
2025-08-12 13F Public Sector Pension Investment Board 75,727 8.67 4,173 3.63
2025-07-16 13F State of Alaska, Department of Revenue 13,221 8.61 1
2025-08-15 13F Empirical Capital Management, LLC 45,000 2
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 486 8.72 27 4.00
2025-08-26 NP GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 6,668 367
2025-07-23 13F Maryland State Retirement & Pension System 6,528 2.10 360 -2.71
2025-08-14 13F Aqr Capital Management Llc 7,667 33.11 423 27.11
2025-08-26 NP Profunds - Profund Vp Banks 632 17.04 35 9.68
2025-07-28 NP VVSGX - Small Cap Growth Fund 57,211 24.24 3,305 4.26
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 111,122 9.62 6,420 -8.02
2025-07-14 13F GAMMA Investing LLC 744 6.59 41 2.50
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 1,392 360.93 77 347.06
2025-08-05 13F Bank of New York Mellon Corp 135,232 3.03 7,453 -1.77
2025-08-14 13F Glenmede Investment Management, LP 564 31
2025-07-02 13F Central Pacific Bank - Trust Division 5,605 26.87 309 20.78
2025-06-26 NP SOVF - Sovereign's Capital Flourish Fund 33,954 369.24 1,814 225.49
2025-07-23 13F Louisiana State Employees Retirement System 10,400 0.97 573 -3.70
2025-05-15 13F Texas Permanent School Fund 15,937 851
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 411 8.16 23 4.76
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 2,511 2.53 134 -28.72
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 111 1.83 6 -37.50
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 114 0.88 6 0.00
2025-06-26 NP AABFX - Thrivent Balanced Income Plus Fund Class A 4,405 45.14 235 0.86
2025-06-26 NP TAAAX - Thrivent Aggressive Allocation Fund Class A 69,762 56.40 3,727 8.41
2025-08-14 13F Bank Of America Corp /de/ 459,109 20.27 25,301 14.68
2025-08-27 NP TSME - Thrivent Small-Mid Cap ESG ETF 91,636 106.09 5,050 25.00
2025-08-14 13F Jane Street Group, Llc 30,579 44.74 1,685 38.00
2025-08-04 13F Creekmur Asset Management LLC 1,000 55
2025-08-07 13F Parkside Financial Bank & Trust 59 742.86 3
2025-08-26 NP Profunds - Profund Vp Small-cap Growth 311 3.32 17 0.00
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 2,876 7.72 158 2.60
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 848 384.57 47 360.00
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 13,318 587.20 734 554.46
2025-06-26 NP BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,853 8.07 152 -25.12
2025-08-14 13F UBS Group AG 71,207 16.59 3,924 11.16
2025-08-14 13F Rafferty Asset Management, LLC 34,421 31.33 1,897 25.23
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 6,152 6.09 339 1.19
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 11,436 2,744.78 630 2,072.41
2025-08-20 NP RUSC - U.S. Small Cap Equity Active ETF 462 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 120,136 1.08 6,940 -15.18
2025-08-26 NP Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF 240 5.26 13 0.00
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 1,164 8.89 64 4.92
2025-08-14 13F Jane Street Group, Llc Call 25,200 193.02 1,389 179.28
2025-08-12 13F BlackRock, Inc. 3,282,796 1.33 180,915 -3.39
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 3,312 4.41 183 -0.55
2025-08-08 13F/A Sterling Capital Management LLC 356 571.70 20 533.33
2025-08-11 13F Vanguard Group Inc 2,019,412 1.25 111,290 -3.47
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 277 15
2025-07-25 13F Sippican Capital Advisors 56,081 33.17 3,091 26.95
2025-08-13 13F Bare Financial Services, Inc 6 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 2,061 9.80 114 4.63
2025-08-14 13F Sei Investments Co 98,689 2.59 5,439 -2.19
2025-08-14 13F Price T Rowe Associates Inc /md/ 17,663 8.00 1
2025-08-12 13F MAI Capital Management 16 1
2025-08-22 NP FESM - Fidelity Enhanced Small Cap ETF 6,970 384
2025-07-22 13F HFM Investment Advisors, LLC 2 0
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 10,018 1.48 535 -29.61
2025-08-14 13F Jacobs Levy Equity Management, Inc 70,651 3,894
2025-07-22 13F Bay Harbor Wealth Management, LLC 2 0
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 9,182 37.15 491 -4.85
2025-08-12 13F Legal & General Group Plc 60,853 1.57 3,354 -3.15
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 7 0
2025-07-25 NP FNDB - Schwab Fundamental U.S. Broad Market Index ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 100 6
2025-08-15 13F CI Private Wealth, LLC 11,904 100.61 656 91.81
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 86,040 1.04 4,596 -29.96
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 967 2.87 53 -1.85
2025-08-12 13F Virtu Financial LLC 4,008 0
2025-08-15 13F Tower Research Capital LLC (TRC) 2,284 9.33 126 4.17
2025-07-24 13F Callan Family Office, LLC 6,467 356
2025-08-27 NP VMNFX - Vanguard Market Neutral Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value Short -39,701 21.23 -2,188 15.59
2025-06-18 NP REBYX - U.S. Small Cap Equity Fund Class Y 34,518 8.53 1,844 -24.78
2025-08-13 13F New York State Common Retirement Fund 106,511 41.97 6 25.00
2025-08-15 13F Earnest Partners Llc 131,471 27.41 7,245 21.48
2025-08-04 13F Hantz Financial Services, Inc. 80 3,900.00 0
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 7,187 23.36 384 -14.51
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 5,219 10.22 288 5.13
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A 58,919 50.90 3,247 43.93
2025-08-08 13F Geode Capital Management, Llc 544,497 2.68 30,011 -2.11
2025-08-01 13F Bessemer Group Inc 49 32.43 0
2025-07-23 NP CFSLX - Column Small Cap Fund 40,717 6.13 2,352 -10.94
2025-08-14 13F State Of Wisconsin Investment Board 25,166 25.05 1,387 19.17
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 3,430 3.47 189 -1.05
2025-06-26 NP DFFVX - U.S. Targeted Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 104,355 6.28 5,575 -26.33
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 3,243 8.03 173 -25.11
2025-08-12 13F Prudential Financial Inc 22,873 6.72 2,191 4.39
2025-08-08 13F Avantax Advisory Services, Inc. 16,550 30.20 912 24.25
2025-08-14 13F Royal Bank Of Canada 57,213 107.74 3,152 97.99
2025-06-27 NP DPST - Direxion Daily Regional Banks Bull 3X Shares 23,526 10.54 1,257 -23.37
2025-06-30 NP RFIMX - Ranger Micro Cap Fund Institutional Class 3,537 3.97 189 -28.24
2025-08-12 13F Barrow Hanley Mewhinney & Strauss Llc 832,902 26.78 45,901 20.88
2025-08-26 NP Profunds - Profund Vp Small-cap Value 189 1.61 10 0.00
2025-07-24 13F Us Bancorp \de\ 12,939 26.42 713 20.64
2025-08-13 13F EverSource Wealth Advisors, LLC 313 430.51 17 466.67
2025-07-25 NP FNDA - Schwab Fundamental U.S. Small Company Index ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12,093 699
2025-08-14 13F Sovereign's Capital Management, LLC 53,979 33.23 2,975 27.04
2025-06-26 NP TSCGX - Thrivent Small Cap Growth Fund Class S 80,620 45.54 4,307 0.89
2025-08-14 13F Engineers Gate Manager LP 3,747 206
2025-08-26 13F/A Thrivent Financial For Lutherans 1,511,750 0.09 83 -4.60
2025-07-28 13F BRYN MAWR TRUST Co 112 30.23 6 50.00
2025-06-26 NP AALGX - Thrivent Global Stock Fund Class A 21,089 67.51 1,127 16.08
2025-08-14 13F Voya Investment Management Llc 6,113 0.82 337 -4.00
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 223,392 2.77 11,934 -28.76
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 5,948 0.51 318 -30.48
2025-08-04 13F Atria Investments Llc 5,104 5.00 281 0.36
2025-06-30 NP RFISX - Ranger Small Cap Fund Institutional Class 6,841 1.48 365 -29.67
2025-07-16 13F Signaturefd, Llc 243 9.95 13 8.33
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 1,759 7,229.17 94 9,200.00
2025-08-14 13F Sig Brokerage, Lp Call 20,000 1,102
2025-06-05 NP GTAPX - Quantitative U.S. Long/Short Equity Portfolio Short -6,080 -325
2025-07-17 13F DiNuzzo Private Wealth, Inc. 2 0
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 8,838 0.45 511 -15.70
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 8 0
2025-07-21 13F Ameritas Advisory Services, LLC 3 0
2025-08-26 NP GRZZX - Leuthold Grizzly Short Fund Short -4,620 -255
2025-08-14 13F Wells Fargo & Company/mn 241,815 4.61 13,326 -0.26
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 714,649 1.22 39,384 -3.49
2025-08-14 13F Raymond James Financial Inc 4,167 230
2025-08-12 13F Titleist Asset Management, Llc 6,600 65.00 364 57.14
2025-08-14 13F Tiger Global Management Llc 43,708 2,409
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 1,962 439.01 108 414.29
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 972 16.69 56 -1.75
2025-07-28 NP HDG - ProShares Hedge Replication ETF 29 11.54 2 0.00
2025-08-12 13F NFC Investments, LLC 136,275 5.44 8 0.00
2025-05-29 NP TPSC - Timothy Plan US Small Cap Core ETF 4,398 12.91 254 -28.05
2025-08-08 13F Atlantic Trust, LLC 16 1
2025-08-14 13F Eight 31 Financial Llc 26,393 3.94 1,455 -0.89
2025-08-12 13F LPL Financial LLC 27,497 248.02 1,515 232.24
2025-08-26 NP TEXN - iShares Texas Equity ETF 48 3
2025-08-06 13F Rialto Wealth Management, LLC 1 0
2025-08-26 NP GLBIX - Leuthold Global Fund Institutional Class Short -130 -7
2025-08-11 13F Principal Securities, Inc. 267 27.14 15 -26.32
2025-08-13 13F Walleye Capital LLC Put 100 6
2025-08-13 13F Walleye Capital LLC Call 200 11
2025-08-13 13F Walleye Capital LLC 3,975 219
2025-06-27 NP AAARX - Strategic Allocation: Aggressive Fund R 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 1,350 10.38 72 -23.40
2025-07-25 13F Index Fund Advisors, Inc. 10,843 598
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 4,492 4.61 240 -27.58
2025-08-14 13F Mangrove Partners 6,735 371
2025-08-13 13F Marshall Wace, Llp 303,374 130.19 16,719 119.48
2025-08-12 13F AltraVue Capital, LLC 1,231,709 33.47 67,879 27.26
2025-08-14 13F Fmr Llc 10,412 665.59 574 634.62
2025-06-26 NP DFUV - Dimensional US Marketwide Value ETF 12,070 9.42 645 -24.24
2025-08-14 13F Susquehanna International Group, Llp 52,238 22.48 2,879 16.75
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 343,743 4.53 18,944 -0.33
2025-08-14 13F Susquehanna International Group, Llp Put 6,200 342
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 14,946 6.30 824 1.35
2025-08-05 13F Huntington National Bank 74 4
2025-08-14 13F State Street Corp 1,311,960 1.84 72,302 -2.90
2025-06-27 NP AACRX - Strategic Allocation: Conservative Fund R 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 283 8.02 15 -25.00
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 26,289 2.07 1,449 -2.69
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 4,354 20.71 233 -16.25
2025-08-13 13F First Trust Advisors Lp 24,198 59.76 1,334 52.34
2025-08-14 13F/A Skopos Labs, Inc. 443 78.63 24 71.43
2025-08-13 13F Jump Financial, LLC 8,823 486
2025-08-27 NP PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 19,695 1.03 1,085 -3.64
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 4,276 9.73 236 4.44
2025-08-28 NP IWN - iShares Russell 2000 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 108,848 558.21 5,999 528.06
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 38,013 2.00 2,095 -2.79
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 5,703 8.48 314 3.63
2025-08-14 13F Hrt Financial Lp 20,290 94.78 1
2025-07-23 13F Tectonic Advisors Llc 30,098 13.71 1,659 8.44
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 55,115 3.04 2,944 -28.56
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 8,217 11.51 439 -22.75
2025-07-28 NP RWJ - Invesco S&P SmallCap 600 Revenue ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8,877 30.83 513 9.64
2025-08-14 13F Voloridge Investment Management, Llc 62,661 73.09 3,453 65.06
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 3,790 2.65 219 -14.17
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 92 1.10 5 -42.86
2025-08-14 13F Legato Capital Management LLC 109,023 47.08 6,008 40.24
2025-07-11 13F/A Umb Bank N A/mo 229 13
2025-08-15 13F Morgan Stanley 284,776 34.33 15,694 28.08
2025-08-14 13F Numerai GP LLC 73,591 13.92 4,056 8.63
2025-08-13 13F Norges Bank 5,523 304
2025-08-11 13F Citigroup Inc 65,965 43.02 3,635 36.40
2025-08-12 13F Inceptionr Llc 4,747 4.22 262 -0.76
2025-08-27 NP FAEQX - PFM Multi-Manager Domestic Equity Fund Institutional Class 1,450 58.82 80 -26.85
2025-08-14 13F Integrated Wealth Concepts LLC 7,791 429
2025-06-27 NP TWSMX - Strategic Allocation: Moderate 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 1,125 10.29 60 -23.08
2025-08-07 13F Americana Partners, LLC 18,757 290.20 1,034 272.92
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 13,005 26.74 717 18.74
2025-07-28 NP VCSLX - Small Cap Index Fund 10,107 19.72 584 0.34
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 16,332 1.21 900 -3.43
2025-06-27 NP RSSL - Global X Russell 2000 ETF 13,395 6.41 716 -26.29
2025-08-27 13F/A Squarepoint Ops LLC 31,000 296.12 1,708 277.88
2025-08-12 13F Rhumbline Advisers 63,592 5.77 3,505 0.83
2025-07-25 13F Hemington Wealth Management 15 275.00 0
2025-08-04 13F Investment Management Associates Inc /adv 247,580 113.61 13,644 103.67
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 56,392 1.91 3,012 -29.36
2025-05-12 13F Nomura Asset Management Co Ltd 0 0
2025-08-14 13F Ubs Asset Management Americas Inc 69,553 43.70 3,833 37.04
2025-08-07 13F Allworth Financial LP 53 152.38 3 100.00
2025-07-15 13F Fifth Third Bancorp 268 123.33 15 133.33
2025-03-26 NP FTLS - First Trust Long/Short Equity 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 0 -100.00 0 -100.00
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 875 84.21 48 77.78
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 1,554 3.32 86 -1.16
2025-08-13 13F Arizona State Retirement System 6,466 1.68 356 -3.00
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 31,251 8.85 1,805 -8.65
2025-06-25 NP VLSRX - Virtus KAR Long/Short Equity Fund Class R6 36,210 41.96 1,934 -1.58
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 7,888 4.74 435 -0.23
2025-07-18 13F Precision Wealth Strategies, LLC 5,874 0.05 324 -4.72
2025-08-12 13F Dynamic Technology Lab Private Ltd 9,970 73.69 549 65.36
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 2,393 8.92 128 -24.85
2025-08-26 NP Profunds - Profund Vp Small-cap 51 2.00 3 0.00
2025-08-14 13F Citadel Advisors Llc Put 4,200 13.51 231 8.45
2025-06-05 NP GTTMX - Quantitative U.S. Total Market Equity Portfolio Short -1,700 -91
2025-06-26 NP AASMX - Thrivent Small Cap Stock Fund Class A 737,383 37.53 39,391 -4.66
2025-07-11 13F Farther Finance Advisors, LLC 293 36.28 16 33.33
2025-08-12 13F Proequities, Inc. 0 0
2025-08-13 13F M&t Bank Corp 13,873 4.15 765 -0.78
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 156 0
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 53 1.92 3 -33.33
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 2,536 57.32 135 8.87
2025-07-15 13F Public Employees Retirement System Of Ohio 140 108.96 8 133.33
2025-08-12 13F Entropy Technologies, LP 4,800 265
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 6,649 3.71 355 -28.14
2025-08-28 NP KRE - SPDR(R) S&P Regional Banking(SM) 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 252,110 20.51 13,894 14.90
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 32,045 39.14 1,766 32.61
2025-08-14 13F D. E. Shaw & Co., Inc. 100,324 58.76 5,529 51.37
2025-06-26 NP THMAX - Thrivent Moderate Allocation Fund Class A 36,201 62.60 1,934 12.71
2025-08-14 NP FLSPX - SPECTRUM FUND Retail Class Short -17,446 -961
2025-06-27 NP BIVIX - Invenomic Fund Institutional Class shares 0 -100.00 0 -100.00
2025-08-12 13F Steward Partners Investment Advisory, Llc 13 1
2025-07-15 13F Fortitude Family Office, LLC 3 0
2025-06-27 NP ANONX - Small Cap Growth Fund I 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 452,588 18.97 24,177 -17.53
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 10,390 3.52 573 -1.38
2025-06-26 NP TMAAX - Thrivent Moderately Aggressive Allocation Fund Class A 79,978 60.04 4,272 10.96
2025-08-08 13F Larson Financial Group LLC 4 100.00 0
2025-08-12 13F Charles Schwab Investment Management Inc 244,865 18.37 13,495 12.86
2025-07-29 NP JSTC - Adasina Social Justice All Cap Global ETF 795 14.39 46 -4.26
2025-08-08 13F Principal Financial Group Inc 110,171 0.45 6,072 -4.23
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 5,870 567.05 323 546.00
2025-06-26 NP TCAAX - Thrivent Moderately Conservative Allocation Fund Class A 7,211 56.22 385 8.45
2025-08-06 13F True Wealth Design, LLC 11 22.22 1
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 59,706 1.43 3,189 -29.70
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 1,176 7.69 63 -26.19
2025-08-14 13F Goldman Sachs Group Inc 132,859 51.94 7,322 44.88
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