TRU / TransUnion - Kepemilikan Institusional - Pembeli

TransUnion
US ˙ NYSE ˙ US89400J1079

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di TransUnion meliputi Southpoint Capital Advisors LP, Spear Holdings RSC Ltd, Meridiem Capital Partners LP, RETSX - Tax-Managed U.S. Large Cap Fund Class S, FIDSX - Financial Services Portfolio, FAFDX - Fidelity Advisor Financial Services Fund Class A, Barclays Plc, Nomura Holdings Inc, SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1, VGYAX - Vanguard Global Wellesley Income Fund Admiral Shares, OWTEX - Old Westbury Total Equity Fund, MSTQX - Morningstar U.S. Equity Fund, Soros Capital Management Llc, JVSAX - Janus Henderson Small-Mid Cap Value Fund Class A, PMJIX - PIMCO RAE US Small Fund Institutional Class, Susquehanna Portfolio Strategies, LLC, FWOZX - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z, GURU - Global X Guru Index ETF, Sigma Planning Corp, dan Credential Qtrade Securities Inc. .

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.

Tingkatkan ke versi premium untuk membuka data premium.

Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)
Saham Δ Saham
(%)
Dilaporkan
Nilai
($1000)
Nilai Δ
(%)
Alokasi Port
(%)
2025-08-14 13F/A Barclays Plc Put 70,000 6
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 36,542 12.06 3 50.00
2025-08-29 NP EPS - WisdomTree U.S. LargeCap Fund N/A 3,061 1.49 269 7.60
2025-08-14 13F Peak6 Llc Call 4,800 422
2025-08-13 13F Cary Street Partner Investment Advisory Llc 923 1.54 81 8.00
2025-08-14 13F Point72 Asia (Singapore) Pte. Ltd. 4,996 225.90 440 245.67
2025-08-14 13F/A Barclays Plc 297,867 32.90 26 44.44
2025-08-13 13F Walleye Trading LLC 4,766 419
2025-08-14 13F California State Teachers Retirement System 343,165 10.17 30,199 16.82
2025-08-13 13F Walleye Trading LLC Call 8,800 774
2025-08-14 13F Royal Bank Of Canada 133,645 76.40 11,761 87.04
2025-08-13 13F Walleye Trading LLC Put 13,500 1,188
2025-08-13 13F Natixis 94,323 10,842.34 8,300 11,757.14
2025-08-11 13F Empowered Funds, LLC 10,250 174.58 902 191.91
2025-07-29 NP VRVIX - Vanguard Russell 1000 Value 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 98,379 8.96 8,424 0.95
2025-08-12 13F Bokf, Na 20,211 1.80 1,779 7.95
2025-07-25 NP SCHK - Schwab 1000 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 14,559 2.75 1,247 -4.81
2025-08-22 NP CVLC - Calvert US Large-Cap Core Responsible Index ETF 2,169 12.38 191 18.75
2025-08-14 13F USS Investment Management Ltd 34,642 0.46 3,047 6.58
2025-08-27 NP IFPUX - Independent Franchise Partners US Equity Fund 388,003 183.00 34,144 200.09
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 413 300.97 36 350.00
2025-08-13 13F Parkworth Wealth Management, Inc. 7 75.00 1
2025-08-15 13F/A Northern Right Capital Management, L.P. 160,891 6.54 14,158 12.97
2025-08-14 13F Vident Advisory, LLC 4,443 28.82 391 36.36
2025-08-25 NP NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class 27,030 9.11 2,379 15.72
2025-08-05 13F American Capital Advisory, LLC 7 1
2025-08-06 13F Penserra Capital Management LLC 1,055 12.83 0
2025-08-13 13F State Board Of Administration Of Florida Retirement System 191,996 1.27 16,896 7.39
2025-06-26 NP DVRAX - MFS Global Alternative Strategy Fund A 3,076 19.22 255 -0.39
2025-08-14 13F Crow's Nest Holdings LP 384,000 4.92 33,792 11.25
2025-08-11 13F Covestor Ltd 608 343.80 0
2025-07-09 13F Northwest & Ethical Investments L.P. 1,300 104
2025-07-11 13F/A Financiere des Professionnels - Fonds d,investissement inc. 251,568 12.29 22,138 19.07
2025-08-14 13F Oddo Bhf Asset Management Sas 20,490 17.87 1,803 25.03
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 80,307 25.65 6,662 5.03
2025-08-14 13F LTS One Management LP 205,000 30.16 18,040 38.03
2025-08-27 NP CMJAX - Calvert US Mid-Cap Core Responsible Index Fund Class A 11,063 4.56 974 10.82
2025-08-26 NP GGEYX - GROWTH EQUITY FUND Institutional 114,757 5.26 10,099 11.62
2025-08-21 NP MOTE - VanEck Morningstar ESG Moat ETF 4,265 132.81 375 146.71
2025-08-13 13F Vinva Investment Management Ltd 10,609 294.68 926 318.55
2025-07-28 13F Td Asset Management Inc 415,776 36.03 36,588 44.25
2025-08-14 13F Millennium Management Llc 1,227,307 462.55 108,003 496.54
2025-07-25 13F Johnson Investment Counsel Inc 2,477 218
2025-08-08 13F Hartland & Co., LLC 173 8.12 15 15.38
2025-08-13 13F Natixis Advisors, L.p. 78,167 137.65 7 200.00
2025-08-13 13F Hsbc Holdings Plc 136,735 36.36 12,016 44.77
2025-08-21 NP MGRO - VanEck Morningstar Wide Moat Growth ETF 456 15.15 40 25.00
2025-08-11 13F Marathon Asset Mgmt Ltd 745,626 6.09 65,614 12.50
2025-08-14 13F Nissay Asset Management Corp /japan/ /adv 24,399 1.46 2,147 7.62
2025-08-11 13F Rothschild Investment Llc 32 220.00 3
2025-08-06 13F Resona Asset Management Co.,Ltd. 63,853 4.36 5,613 10.67
2025-08-26 NP WOOPX - JPMorgan Intrepid Mid Cap Fund Class I 59,137 4.94 5,204 11.29
2025-07-14 13F GAMMA Investing LLC 1,894 109.98 167 124.32
2025-08-27 NP JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 2,352 89.98 207 101.96
2025-08-14 13F Point72 Europe (London) LLP 236,262 83.25 20,791 94.33
2025-06-27 NP ESCQX - Embark Small Cap Equity Fund Retirement Class 18,412 6.54 1,527 -10.96
2025-07-25 13F Sequoia Financial Advisors, LLC 2,733 240
2025-07-22 13F Bay Harbor Wealth Management, LLC 8 60.00 1
2025-08-22 NP CVMC - Calvert US Mid-Cap Core Responsible Index ETF 1,798 13.73 158 20.61
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 7,545 12.73 664 19.46
2025-08-22 NP BTAL - AGFiQ U.S. Market Neutral Anti-Beta Fund Short -16,700 -1.18 -1,470 4.78
2025-07-16 13F ORG Partners LLC 3 0
2025-08-12 13F Diamond Hill Capital Management Inc 317,302 90.68 27,923 102.20
2025-08-13 13F Capital Group Investment Management Pte. Ltd. 3,980 350
2025-08-13 13F Russell Investments Group, Ltd. 601,609 10.14 52,929 16.79
2025-08-04 13F Amalgamated Bank 10,583 0.91 1
2025-08-12 13F Westfield Capital Management Co Lp 922,286 11.12 81,161 17.82
2025-07-22 NP DSHFX - Destinations Shelter Fund Class I 394 27.10 34 17.86
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 361,179 0.54 30,928 -6.85
2025-07-22 13F HFM Investment Advisors, LLC 7 75.00 1
2025-08-14 13F Wellington Management Group Llp 11,945,760 9.82 1,051,227 16.45
2025-08-07 13F Meeder Advisory Services, Inc. 5,060 0.80 445 6.97
2025-06-26 NP FITLX - Fidelity U.S. Sustainability 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 33,521 16.87 2,781 -2.32
2025-08-13 13F Invesco Ltd. 578,599 4.47 50,917 10.77
2025-06-23 NP PMPRX - MidCap Value Fund I R-3 218,900 16.10 18,160 -2.96
2025-08-07 13F Parkside Financial Bank & Trust 52 18.18 5 33.33
2025-08-20 NP QLFIX - AQR LSE Fusion Fund Class I Short -70 -6
2025-08-27 NP ESEAX - Eaton Vance Atlanta Capital Select Equity Fund Class A 236,295 10.28 20,794 16.94
2025-08-14 13F Mml Investors Services, Llc 14,331 10.44 1 0.00
2025-08-12 13F Handelsbanken Fonder AB 39,493 0.81 3 0.00
2025-07-30 NP Northern Lights Fund Trust IV - Brookstone Growth Stock ETF 37,781 0.33 3,235 -7.04
2025-08-11 13F Bradley Foster & Sargent Inc/ct 2,370 209
2025-06-30 NP VAGVX - Vanguard Advice Select Global Value Fund Admiral Shares 140,701 234.21 11,673 179.37
2025-07-15 13F Fortitude Family Office, LLC 38 3
2025-08-27 NP HCSRX - The Catholic SRI Growth Portfolio HC Strategic Shares 199 43.17 18 54.55
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 234,246 15.47 19,433 -3.48
2025-08-28 NP QWLD - SPDR MSCI World StrategicFactors 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 82 7.89 7 16.67
2025-08-18 NP PACIFIC SELECT FUND - Value Advantage Portfolio Class I 41,569 29.59 3,658 37.42
2025-08-13 13F Quadrant Capital Group Llc 2,634 1.50 232 7.44
2025-08-27 NP Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A 106,877 63.48 9,405 73.36
2025-08-12 13F MAI Capital Management 403 333.33 35 400.00
2025-08-13 13F New York State Common Retirement Fund 245,998 14.41 22 23.53
2025-08-25 NP Eaton Vance Risk-managed Diversified Equity Income Fund 117,546 5.31 10,344 11.68
2025-08-27 NP CGJAX - Calvert US Large-Cap Growth Responsible Index Fund Class A 5,081 35.39 447 43.73
2025-08-13 13F Mackenzie Financial Corp 222,977 77.63 19,622 88.36
2025-08-14 13F Headlands Technologies LLC 2,115 186
2025-08-14 13F Susquehanna International Group, Llp Put 47,000 365.35 4,136 393.56
2025-08-26 NP PMEGX - T. Rowe Price Institutional Mid-Cap Equity Growth 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 358,529 40.36 31,551 48.83
2025-08-14 13F Susquehanna International Group, Llp 359,258 9.51 31,615 16.13
2025-08-14 13F Xn Lp 2,525,309 28.60 222,227 36.36
2025-08-14 13F Susquehanna International Group, Llp Call 237,600 45.32 20,909 54.10
2025-08-12 13F XTX Topco Ltd 8,828 777
2025-06-23 NP IYY - iShares Dow Jones U.S. 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 8,096 1.89 672 -14.85
2025-07-24 13F Callan Family Office, LLC 3,496 308
2025-08-25 NP Stock Portfolio - Stock Portfolio 133,324 4.44 11,733 10.75
2025-08-08 13F Massachusetts Financial Services Co /ma/ 22,720,864 4.83 1,999,436 11.16
2025-03-25 NP FGSAX - Federated MDT Mid Cap Growth 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 118,241 13.06 11,735 10.77
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 14,674 0.78 1,217 -15.78
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 111,470 0.45 9,545 -6.94
2025-06-24 NP BBUS - JPMorgan BetaBuilders U.S. Equity ETF 16,790 4.43 1,393 -12.73
2025-08-27 NP OASVX - Optimum Small-mid Cap Value Fund Class A 77,985 35.82 6,863 44.04
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 280,318 8.69 24,004 0.69
2025-08-04 13F Atria Investments Llc 9,305 4.18 819 10.39
2025-06-26 NP FWWFX - Fidelity Worldwide 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 603,577 15.85 50,073 -3.17
2025-08-15 13F CI Private Wealth, LLC 6,695 52.82 589 62.26
2025-08-14 13F Two Sigma Securities, Llc 8,232 724
2025-07-29 13F Everence Capital Management Inc 4,310 0
2025-06-26 NP DFUV - Dimensional US Marketwide Value ETF 140,804 30.78 11,681 9.31
2025-08-11 13F Principal Securities, Inc. 926 15.03 82 9.46
2025-08-12 13F LPL Financial LLC 62,982 8.29 5,542 14.84
2025-06-26 NP MWEFX - MFS Global Equity Fund A 313,569 22.37 26,014 2.28
2025-08-25 NP MITTX - Massachusetts Investors Trust A 359,795 9.08 31,662 15.67
2025-08-14 13F BI Asset Management Fondsmaeglerselskab A/S 7,845 12.42 1
2025-07-29 13F TFC Financial Management 1 0
2025-07-24 13F Standard Life Aberdeen plc 135,561 7.92 11,929 14.44
2025-08-14 13F Polar Asset Management Partners Inc. 33,221 2,923
2025-07-08 13F Everpar Advisors Llc 2,275 200
2025-08-14 13F Polar Asset Management Partners Inc. Put 30,000 2,640
2025-08-25 NP MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class 27,292 109.89 2,402 122.52
2025-07-30 NP DTEC - ALPS DISRUPTIVE TECHNOLOGIES ETF 9,778 6.76 837 -1.06
2025-06-27 NP VEGN - US Vegan Climate ETF 935 4.94 78 -12.50
2025-06-26 NP FSPGX - Fidelity Large 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 13,134 8.04 1,090 -9.70
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 29,504 4.57 2,596 10.89
2025-08-08 13F Avantax Advisory Services, Inc. 8,843 36.38 778 44.61
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 30,494 4.10 2,611 -3.55
2025-08-14 13F Soros Capital Management Llc 18,544 1,632
2025-08-29 NP MVIAX - Praxis Value Index Fund Class A 4,310 379
2025-07-22 NP GSEW - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 27,936 11.45 2,392 3.28
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 96 8
2025-08-26 NP IRMAX - Voya RussellTM Mid Cap Index Portfolio Class ADV 15,921 2.37 1,401 8.60
2025-06-26 NP FSUMX - Fidelity Series Sustainable U.S. Market Fund 194 189.55 16 700.00
2025-06-26 NP CRTVX - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 33,831 3.70 2,807 -13.31
2025-07-28 13F BRYN MAWR TRUST Co 25,000 19.05 2,200 26.29
2025-08-14 13F Jain Global LLC 190,951 24.26 16,804 31.77
2025-08-28 NP QUS - SPDR MSCI USA StrategicFactors 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 1,360 5.43 120 11.21
2025-06-27 NP SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1 36,008 2,987
2025-08-22 NP FIMVX - Fidelity Mid 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 31,449 51.93 2,768 61.15
2025-06-25 NP GCEQX - GREEN CENTURY EQUITY FUND Individual Investor Class 5,326 0.40 442 -16.16
2025-06-26 NP IMCB - iShares Morningstar Mid-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 18,173 2.14 1,508 -14.62
2025-07-28 NP MSLC - Morgan Stanley Pathway Large Cap Equity ETF 6,901 9.05 591 1.03
2025-08-08 13F Tortoise Investment Management, LLC 23 64.29 2 100.00
2025-08-13 13F Amundi 323,206 36.44 29,140 63.19
2025-08-14 13F Point72 Asset Management, L.P. 171,639 100.31 15,104 112.40
2025-07-24 NP EUSA - iShares MSCI USA Equal Weighted ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 26,678 27.51 2,284 18.16
2025-07-30 13F DekaBank Deutsche Girozentrale 64,891 0.36 6 0.00
2025-08-11 13F Brown Brothers Harriman & Co 1,039 91
2025-08-25 NP MFS VARIABLE INSURANCE TRUST II - MFS Massachusetts Investors Growth Stock Portfolio Initial Class 250,089 19.55 22,008 26.76
2025-08-13 13F Capital International Sarl 29,539 70.72 2,599 81.11
2025-06-24 NP SWLVX - Schwab U.S. Large-Cap Value 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 5,874 3.31 487 -13.65
2025-06-26 NP HMVAX - THE HARTFORD MIDCAP VALUE FUND Class A 197,523 7.90 16,387 -9.81
2025-08-13 13F Walleye Capital LLC Put 4,200 370
2025-08-13 13F Walleye Capital LLC Call 2,800 246
2025-07-25 NP FNDX - Schwab Fundamental U.S. Large 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 48,005 1.09 4,111 -6.36
2025-08-06 13F Cornerstone Investment Partners, LLC 10,098 0.53 889 6.60
2025-08-13 13F Walleye Capital LLC 2,150 189
2025-08-18 13F/A Nomura Holdings Inc Put 68,100 5,993
2025-08-18 13F/A National Bank Of Canada /fi/ 1,356 36.01 119 45.12
2025-08-13 13F Jones Financial Companies Lllp 4,808 43.44 420 51.81
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 6,283,327 1.89 552,933 8.04
2025-08-20 NP QCFIX - AQR CVX Fusion Fund Class I 23 2
2025-08-08 13F Atlantic Trust, LLC 25 108.33 2
2025-07-30 13F Ethic Inc. 24,209 32.10 2,112 37.50
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 42,103 0.18 3,605 -7.18
2025-06-26 NP FAFDX - Fidelity Advisor Financial Services Fund Class A 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 95,100 7,889
2025-09-04 13F/A Advisor Group Holdings, Inc. 25,970 102.15 2,220 108.16
2025-08-11 13F Aptus Capital Advisors, LLC 2,386 210
2025-08-15 NP Guardian Variable Products Trust - Guardian Small-Mid Cap Core VIP Fund 38,218 5.76 3,363 12.14
2025-08-05 13F Re Advisers Corp 412,100 0.78 36,265 6.87
2025-08-12 13F Aviso Financial Inc. 11,816 6.75 1,040 13.18
2025-08-14 13F Capstone Investment Advisors, Llc 6,900 607
2025-08-01 13F CCLA Investment Management Ltd 1,654,363 39.05 146 47.96
2025-06-23 NP PPSFX - LargeCap Value Fund III R-3 4,510 11.77 374 -6.50
2025-07-29 NP NELAX - Nuveen Equity Long/Short 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 0 -100.00 0 -100.00
2025-08-29 NP DHMAX - Diamond Hill Small-Mid Cap Fund Class A 115,047 115.34 10,124 128.38
2025-08-04 13F Pensionmark Financial Group, Llc 2,622 231
2025-08-18 13F/A Nomura Holdings Inc 40,000 3,520
2025-07-23 13F Center For Asset Management LLC 2,345 218
2025-08-28 NP SHE - SPDR SSGA Gender Diversity 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 2,009 9.60 177 15.79
2025-08-11 13F Vanguard Group Inc 18,539,805 1.51 1,631,503 7.63
2025-08-13 13F Mount Yale Investment Advisors, LLC 387 34
2025-07-24 NP EVUS - iShares ESG Aware MSCI USA Value ETF 259 22
2025-08-12 13F Global Retirement Partners, LLC 535 594.81 47 571.43
2025-08-20 NP QMNIX - AQR Equity Market Neutral Fund Class I Short -28,647 -8.17 -2,521 -2.63
2025-07-28 13F Allianz Asset Management GmbH 54,249 124.82 4,774 138.41
2025-08-14 13F Daiwa Securities Group Inc. 84,236 26.42 7 40.00
2025-06-24 NP Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 10 1
2025-08-12 13F Dimensional Fund Advisors Lp 1,917,741 5.36 168,760 11.74
2025-07-23 13F Spear Holdings RSC Ltd 524,184 46,128
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 34,812 22.13 3,063 29.51
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 108,573 86.56 9,554 97.85
2025-07-16 13F Cadent Capital Advisors, LLC 3,626 0.03 319 6.33
2025-08-27 NP JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I) 19,802 4.84 1,743 11.17
2025-06-23 NP MTUM - iShares Edge MSCI USA Momentum Factor 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 328,305 1.05 27,236 -15.54
2025-08-25 NP MVCAX - MFS Mid Cap Value Fund A 1,535,049 3.80 135,084 10.07
2025-08-05 13F Machina Capital S.a.s. 10,810 951
2025-08-28 NP IWR - iShares Russell Mid-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 678,414 3.07 59,700 9.29
2025-07-29 NP SCPAX - Siit Large Cap Disciplined Equity Fund - Class A 30,750 15.46 2,633 6.99
2025-07-22 NP GGUS - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 148 4.96 13 -7.69
2025-08-07 13F Sierra Ocean, Llc 46 1,050.00 4
2025-08-12 13F Tokio Marine Asset Management Co Ltd 8,499 12.88 748 19.71
2025-08-14 13F Junto Capital Management LP 712,775 62,724
2025-06-23 NP SIZE - iShares Edge MSCI USA Size Factor 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 5,946 7.04 493 -10.53
2025-07-21 13F Credential Qtrade Securities Inc. 4,838 386
2025-08-14 13F FIL Ltd 187,058 2.62 16,461 8.82
2025-07-10 13F Sumitomo Mitsui DS Asset Management Company, Ltd 19,372 0.15 1,705 6.17
2025-06-26 NP FEMWX - Fidelity Equity Market Neutral Fund Fidelity Advisor Equity Market Neutral Fund: Class Z 996 9.81 83 -8.89
2025-08-26 NP AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 434 0.93 38 8.57
2025-08-25 NP HIMCX - Hartford Midcap Hls Fund Ia 101,468 20.41 8,929 27.68
2025-07-25 NP MRGAX - MFS Core Equity Fund A 1,167,205 26.63 99,948 17.32
2025-07-28 13F Twin Tree Management, LP 32,390 2,850
2025-06-25 NP MNHCX - Pro-Blend(R) Maximum Term Series Class L 81,841 17.85 6,790 -1.49
2025-08-18 13F Wolverine Trading, Llc Call 36,600 12.96 3,194 19.86
2025-08-14 13F Janus Henderson Group Plc 3,360,005 3.90 295,680 11.16
2025-08-11 13F B. Metzler seel. Sohn & Co. AG 16,805 19.88 1,479 27.09
2025-08-13 13F Capital International Ltd /ca/ 19,141 71.24 1,684 81.66
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 3,012,753 0.39 265,122 6.46
2025-07-25 NP OTCAX - MFS Mid Cap Growth Fund A 2,821,994 3.00 241,647 -4.57
2025-08-25 NP MFS VARIABLE INSURANCE TRUST - MFS Global Equity Series Initial Class 6,438 25.16 567 32.86
2025-08-28 NP NZAC - SPDR MSCI ACWI Low Carbon Target 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 203 2.53 18 6.25
2025-07-30 NP GDE - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 296 265.43 25 257.14
2025-08-08 13F Candriam Luxembourg S.C.A. 20,969 45.60 1,845 54.39
2025-07-29 13F Activest Wealth Management 8 300.00 1
2025-06-30 NP VMGRX - Vanguard Mid-Cap Growth 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 278,320 10.51 23,089 -7.63
2025-07-11 13F IFM Investors Pty Ltd 42,381 6.18 3,730 12.59
2025-08-08 13F Larson Financial Group LLC 8,133 14.91 716 21.81
2025-08-12 13F Charles Schwab Investment Management Inc 721,769 1.25 63,516 7.36
2025-07-17 13F Hengehold Capital Management Llc 6,956 10.06 612 16.79
2025-07-23 13F Vontobel Holding Ltd. 12,020 126.96 1,058 140.77
2025-08-14 13F Jane Street Group, Llc Call 12,400 129.63 1,091 143.53
2025-08-27 NP Brighthouse Funds Trust II - Frontier Mid Cap Growth Portfolio Class A 150,341 5.96 13,230 12.36
2025-07-11 13F/A Umb Bank N A/mo 10 150.00 1
2025-08-14 13F Jane Street Group, Llc 647,218 393.60 56,955 423.44
2025-08-25 NP MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class 15,812 6.83 1,391 13.27
2025-08-14 13F Group One Trading, L.p. Put 5,000 51.52 440 61.17
2025-07-23 13F Klp Kapitalforvaltning As 68,900 1.77 6,063 7.92
2025-08-14 13F Group One Trading, L.p. Call 55,200 23.77 4,858 31.23
2025-07-25 13F Hemington Wealth Management 148 4.96 0
2025-08-07 13F Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 167,467 10.66 14,737 17.34
2025-08-14 13F Bamco Inc /ny/ 872,483 0.10 76,779 6.14
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 3,234 3.52 285 9.65
2025-08-04 13F Strs Ohio 14,150 0.50 1,245 6.59
2025-08-29 NP STXG - Strive 1000 Growth ETF 591 4.60 52 13.04
2025-06-26 NP OWTEX - Old Westbury Total Equity Fund 20,681 1,716
2025-08-20 NP WBCIX - William Blair Small-Mid Cap Core Fund Class I 25,214 7.04 2,219 13.51
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 89,214 1.63 7,401 -15.05
2025-08-05 13F Sigma Planning Corp 5,085 447
2025-08-13 13F ExodusPoint Capital Management, LP 78,084 207.66 7 200.00
2025-08-27 NP Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 4,487 22.56 395 30.03
2025-08-20 NP LCGNX - William Blair Large Cap Growth Fund Class N 549,340 1.49 48,342 7.62
2025-08-08 13F Forsta Ap-fonden 43,600 0.23 3,837 6.26
2025-06-24 NP KLGAX - MainStay MacKay Growth Fund Class A 96,789 2.70 8,030 -14.17
2025-08-06 13F Fox Run Management, L.l.c. 17,488 1,539
2025-08-14 13F DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 172,421 102.44 15,173 114.67
2025-08-07 13F Resources Investment Advisors, LLC. 2,309 203
2025-05-15 13F/A Orion Portfolio Solutions, LLC 11,685 31.65 970 17.88
2025-08-11 13F CBIZ Investment Advisory Services, LLC 14 180.00 1
2025-06-25 NP FIDU - Fidelity MSCI Industrials 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 46,714 2.57 3,875 -14.27
2025-08-14 13F Quarry LP 2,339 79.92 206 91.59
2025-07-28 NP VMSGX - Mid Cap Strategic Growth Fund 39,647 9.83 3,395 1.74
2025-08-28 NP TPLC - Timothy Plan US Large Cap Core ETF 11,544 26.57 1,016 39.61
2025-07-24 NP USCL - iShares Climate Conscious & Transition MSCI USA ETF 13,471 9.35 1,154 1.32
2025-07-09 13F Massmutual Trust Co Fsb/adv 349 132.67 31 150.00
2025-08-26 NP EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 80,555 53.05 7,089 62.27
2025-06-26 NP FDWM - Fidelity Women's Leadership ETF 281 23
2025-07-30 13F Forum Financial Management, LP 4,198 10.50 369 17.14
2025-06-26 NP ETLGX - E*TRADE No Fee Large Cap Index Fund 21 2
2025-08-27 NP PRAXIS FUNDS - Praxis Impact Large Cap Value ETF 333 29
2025-07-11 13F Farther Finance Advisors, LLC 492 4.02 43 10.26
2025-08-06 13F First Horizon Advisors, Inc. 616 21.50 54 28.57
2025-06-26 NP BlackRock ETF Trust - BlackRock U.S. Industry Rotation 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 149 198.00 12 200.00
2025-08-26 NP JDVSX - JPMorgan Diversified Fund Class I 996 31.05 88 38.10
2025-08-14 13F Diversify Advisory Services, LLC 5,664 0.85 498 7.58
2025-08-27 NP JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 3,433 0.12 302 6.34
2025-08-27 NP VMGIX - Vanguard Mid-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 794,823 4.42 69,944 10.73
2025-07-25 NP SCHX - Schwab U.S. Large-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 196,641 4.11 16,838 -3.55
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 229,430 2.52 20,190 8.71
2025-06-27 NP SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 1,438 119
2025-07-28 NP EQAL - Invesco Russell 1000 Equal Weight 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 3,616 10.51 310 2.32
2025-07-29 NP JHGEX - Global Equity Fund Class A 142,306 13.46 12,186 5.11
2025-07-29 NP VGYAX - Vanguard Global Wellesley Income 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 32,508 2,784
2025-08-12 13F Evelyn Partners Investment Management LLP 109 11.22 9 0.00
2025-07-14 13F Toth Financial Advisory Corp 84,223 5.48 7,412 11.85
2025-08-13 13F Independent Franchise Partners LLP 4,646,903 119.55 408,927 132.80
2025-06-24 NP JMNAX - JPMorgan Research Market Neutral Fund Class A Short -3,213 -74.00 -267 -78.30
2025-04-03 13F First Hawaiian Bank 5,810 7.83 482 -3.41
2025-08-12 13F Segall Bryant & Hamill, Llc 151,948 13,371
2025-08-14 13F Riggs Asset Managment Co. Inc. 23 2
2025-08-12 13F Catalyst Funds Management Pty Ltd 21,020 9.48 1,850 16.07
2025-08-01 13F Fjarde Ap-fonden /fourth Swedish National Pension Fund 48,567 15.45 4 33.33
2025-07-24 NP EGUS - iShares ESG Aware MSCI USA Growth ETF 491 42
2025-08-26 NP JVASX - JPMorgan Value Advantage Fund Class I 471,204 28.63 41,466 36.39
2025-08-05 13F Corton Capital Inc. 2,301 202
2025-08-12 13F Swiss National Bank 590,700 7.46 51,982 13.95
2025-08-13 13F EverSource Wealth Advisors, LLC 528 59.52 46 70.37
2025-08-29 NP VOTE - Engine No. 1 Transform 500 ETF 2,951 2.15 281 17.15
2025-08-13 13F Norges Bank 1,708,329 150,333
2025-08-12 13F SRS Capital Advisors, Inc. 591 20.61 52 30.00
2025-05-28 NP BBGLX - Bridge Builder Large Cap Growth Fund 1,041 86
2025-07-29 13F Nordea Investment Management Ab 16,831 10.70 1,479 19.97
2025-07-28 NP VLCGX - Large Capital Growth Fund 160,378 38.83 13,733 28.62
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 1,366 36.87 120 46.34
2025-08-15 13F Great West Life Assurance Co /can/ 235,129 20.43 21 25.00
2025-08-25 NP MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class 67,627 1.29 5,951 7.40
2025-07-24 13F Ronald Blue Trust, Inc. 1,492 27.20 131 35.05
2025-08-07 13F Aviva Plc 146,228 6.21 12,868 12.63
2025-06-24 NP SWMCX - Schwab U.S. Mid-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 32,327 16.53 2,682 -2.62
2025-08-14 13F Holocene Advisors, LP 144,515 869.83 12,717 928.88
2025-07-25 NP SCHV - Schwab U.S. Large-Cap Value 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 98,594 1.49 8,443 -5.98
2025-08-20 NP QNZNX - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N Short -191 -48.24 -17 -46.67
2025-08-29 NP JAMVX - Janus Henderson Mid Cap Value Portfolio Service Shares 25,991 12.42 2,287 19.24
2025-06-26 NP ACWI - iShares MSCI ACWI 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 52,872 8.42 4,386 -9.38
2025-06-26 NP DFVX - Dimensional US Large Cap Vector ETF 3,592 80.87 298 50.76
2025-08-06 13F Financial Advisory Corp /ut/ /adv 6,267 0.56 1
2025-08-12 13F O'shaughnessy Asset Management, Llc 6,420 9.44 565 16.05
2025-07-11 13F Assenagon Asset Management S.A. 69,379 583.07 6,105 625.06
2025-07-28 NP NBCR - Neuberger Berman Core Equity ETF 8,547 1.75 732 -5.80
2025-07-21 13F Triad Wealth Partners, LLC 3,780 9.53 333 16.08
2025-06-25 NP EXEYX - Equity Series Class S 23,826 53.87 1,977 28.65
2025-08-13 13F Loomis Sayles & Co L P 181,172 8.56 15,943 122,538.46
2025-08-27 NP VIMSX - Vanguard Mid-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 4,306,193 2.48 378,945 8.67
2025-08-11 NP CMEUX - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 35,485 0.89 3,123 6.95
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 5,352 44.96 471 53.59
2025-08-14 13F Quantinno Capital Management LP 106,615 55.21 9,382 64.60
2025-08-06 13F Commonwealth Equity Services, Llc 105,941 1.83 9 12.50
2025-06-26 NP FTQGX - Fidelity Focused Stock 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 1,283,147 4.58 106,450 -12.59
2025-07-31 13F Wealthfront Advisers Llc 8,331 80.05 733 91.38
2025-08-14 13F Sciencast Management LP 23,201 2,042
2025-08-04 13F Whalen Wealth Management Inc. 2,830 249
2025-06-27 NP GURU - Global X Guru Index 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 6,078 504
2025-08-14 13F Sora Investors Llc 255,102 48.81 22,449 57.78
2025-08-14 13F Bank Of America Corp /de/ Put 3,400 299
2025-08-14 13F Bank Of America Corp /de/ 1,368,979 7.15 120,470 13.62
2025-06-26 NP FSMDX - Fidelity Mid 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 658,207 7.53 54,605 -10.12
2025-08-14 13F Frontier Capital Management Co Llc 698,761 3.39 61,491 9.63
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 34,932 13.76 2,898 -4.92
2025-07-29 NP VRGWX - Vanguard Russell 1000 Growth 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 13,650 5.12 1,169 -2.67
2025-08-04 13F Hantz Financial Services, Inc. 8 166.67 0
2025-08-14 13F Prana Capital Management, LP 249,132 17.96 21,924 25.08
2025-08-13 13F Ossiam 4,731 0.11 416 6.12
2025-07-25 NP MIGFX - Massachusetts Investors Growth Stock Fund A 3,201,212 40.64 274,120 30.29
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 12 1
2025-07-22 NP GUSA - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 6,652 0.18 570 -7.18
2025-08-11 13F Banque Cantonale Vaudoise 16,168 53.21 1
2025-08-14 13F Theleme Partners LLP 2,108,357 16.14 185,535 23.15
2025-08-29 NP WOMN - Impact Shares YWCA Women's Empowerment ETF 574 1.23 51 6.38
2025-08-14 13F Farringdon Capital, Ltd. 8,028 96.48 706 108.26
2025-08-04 13F Assetmark, Inc 254,383 23.41 22,386 30.85
2025-08-14 13F Susquehanna Portfolio Strategies, LLC 10,800 950
2025-07-29 NP Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 174 24.29 15 16.67
2025-08-13 13F FORA Capital, LLC 2,537 223
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 7,243 1.33 664 11.80
2025-08-11 13F EntryPoint Capital, LLC 4,505 396
2025-08-12 13F Pathstone Holdings, LLC 11,424 23.53 1,005 31.03
2025-08-27 NP Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a) 437,199 55.09 38,474 64.46
2025-08-08 13F Canada Post Corp Registered Pension Plan 55,195 4,857
2025-08-12 13F Jpmorgan Chase & Co 1,074,527 3.10 94,562 9.33
2025-08-14 13F Osterweis Capital Management Inc 508 45
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A 13,151 5.73 1,157 12.11
2025-04-24 NP BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. 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 7,481 3,363.43 691 3,190.48
2025-07-10 13F Mn Services Vermogensbeheer B.V. 75,824 8.13 7 20.00
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 849 10.55 70 -7.89
2025-08-11 13F Bell Investment Advisors, Inc 49 16.67 4 33.33
2025-08-29 NP MFUS - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 438 8.96 39 15.15
2025-08-15 NP Guardian Variable Products Trust - Guardian All Cap Core VIP Fund 42,029 48.37 3,699 57.36
2025-08-27 NP EAASX - Eaton Vance Atlanta Capital SMID-Cap Fund Class A 3,689,872 8.45 324,709 15.00
2025-05-05 13F Lindbrook Capital, Llc 4,195 2.39 348 -8.18
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 99,076 2.02 8,719 8.18
2025-08-22 NP MBAAX - Global Strategist Portfolio Class A Shares 706 7.13 62 14.81
2025-08-06 13F Zevin Asset Management Llc 110,060 1.67 10 12.50
2025-08-25 NP ANWPX - NEW PERSPECTIVE FUND Class A 675,735 75.76 59,465 86.37
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 51,536 12.84 4,275 -5.69
2025-07-30 13F LGT Financial Advisors LLC 3 0
2025-08-26 NP IWB - iShares Russell 1000 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 140,186 0.65 12,336 6.73
2025-08-29 NP JMIVX - Janus Henderson Mid Cap Value Fund Class L 463,236 12.30 40,765 19.09
2025-08-08 13F Cetera Investment Advisers 23,985 2.85 2,111 9.04
2025-07-10 13F Swedbank AB 207,166 14.77 18,231 21.70
2025-08-08 13F/A Sterling Capital Management LLC 12,975 27.09 1,142 34.71
2025-08-28 NP AXMNX - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 99 32.00 9 33.33
2025-07-09 13F Harbor Capital Advisors, Inc. 18,327 2.09 2 0.00
2025-08-25 NP MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 50,089 13.33 4,408 20.18
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Fidelity Institutional AM Worldwide Fund Class II 102 9
2025-06-26 NP FLAPX - Fidelity Flex Mid 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 8,652 10.33 718 -7.84
2025-08-14 13F Benjamin Edwards Inc 8,836 8.48 778 15.11
2025-08-14 13F Bnp Paribas Arbitrage, Sa 174,502 177.78 15,356 194.57
2025-05-23 NP IWF - iShares Russell 1000 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 39,919 0.58 3,313 -9.98
2025-08-28 NP ONEO - SPDR Russell 1000 Momentum Focus 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 876 148.86 77 165.52
2025-05-27 NP IWP - iShares Russell Mid-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 65,230 2.38 5,413 -8.35
2025-08-12 13F Legal & General Group Plc 1,162,837 11.44 102,330 18.17
2025-07-10 13F Atticus Wealth Management, Llc 66 8.20 6 0.00
2025-08-20 NP QMFNX - AQR MS Fusion Fund Class N Short -109 -10
2025-08-29 NP JVSAX - Janus Henderson Small-Mid Cap Value Fund Class A 17,866 1,572
2025-06-26 NP BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 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 33,512 0.74 2,780 -15.78
2025-08-21 NP MWMIX - VanEck Morningstar Wide Moat Fund Class I 8,765 1.94 771 8.13
2025-07-25 NP USCA - Xtrackers MSCI USA Climate Action Equity ETF 16,694 7.19 1,430 -0.69
2025-08-14 13F Southpoint Capital Advisors LP 2,200,000 193,600
2025-08-08 13F Abn Amro Investment Solutions 6,021 530
2025-07-28 13F Wilson Asset Management (international) Pty Ltd 229,879 1.24 20,229 7.36
2025-08-27 NP VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index 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 69,236 1.61 6,093 7.75
2025-08-08 13F National Pension Service 3,135 340.31 276 366.10
2025-08-27 13F/A Brinker Capital Investments, LLC 12,944 10.77 1,139 17.54
2025-08-14 13F T. Rowe Price Investment Management, Inc. 5,251,615 53.92 462 63.25
2025-08-05 13F Simplex Trading, Llc 2,662 0
2025-08-05 13F Simplex Trading, Llc Call 42,900 286.49 4
2025-08-12 13F APG Asset Management N.V. 3,176,128 2.51 238,105 0.03
2025-08-28 NP SLLAX - SIMT Small Cap Fund Class F 11,550 5.84 1,016 12.27
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 1,065,276 0.52 91,220 -6.88
2025-06-26 NP MWOFX - MFS Global Growth Fund A 235,527 48.35 19,539 24.00
2025-08-14 13F Manufacturers Life Insurance Company, The 576,019 2.18 50,690 8.35
2025-06-26 NP SEG Partners Long/Short Equity Fund Short -2,957 -245
2025-07-21 13F Cromwell Holdings LLC 32 220.00 3
2025-08-27 NP BBVLX - Bridge Builder Large Cap Value Fund 8,447 3.06 743 9.26
2025-08-25 NP MFS VARIABLE INSURANCE TRUST II - MFS Global Growth Portfolio Initial Class 12,369 22.43 1,088 29.83
2025-08-14 13F Sei Investments Co 63,954 38.39 5,628 46.73
2025-08-14 13F Lazard Asset Management Llc 9,047 762.44 1
2025-08-11 13F WPG Advisers, LLC 13 160.00 1
2025-06-26 NP FNILX - Fidelity ZERO Large 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 48,182 1.57 3,997 -15.08
2025-06-30 NP VWNDX - Vanguard Windsor 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 1,896,538 137.61 157,337 98.61
2025-08-07 13F Montag A & Associates Inc 23 2
2025-08-14 13F Balyasny Asset Management Llc 830,804 1,266.66 73,111 1,349.16
2025-08-14 13F Balyasny Asset Management Llc Call 220,000 19,360
2025-07-31 13F Quest Partners LLC 1,097 0.55 97 6.67
2025-08-12 13F Marshall & Sterling Wealth Advisors Inc. 53 5
2025-08-27 NP VIVAX - Vanguard Value 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 1,728,594 1.38 152,116 7.50
2025-08-26 NP EQ ADVISORS TRUST - EQ/Ivy Mid Cap Growth Portfolio Class IB 109,258 16.40 9,615 23.43
2025-08-13 13F Skandinaviska Enskilda Banken AB (publ) 40,394 8.02 3,555 14.53
2025-08-14 13F Integrated Investment Consultants, LLC 12,485 9.71 1,099 16.31
2025-08-26 NP IWS - iShares Russell Mid-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 286,683 0.29 25,228 6.35
2025-08-01 13F Koss-Olinger Consulting, LLC 3,154 278
2025-04-30 13F Sofos Investments, Inc. 29 2
2025-06-26 NP DFLV - Dimensional US Large Cap Value ETF 40,708 14.91 3,377 -3.95
2025-06-26 NP FIOOX - Fidelity Series Large 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 63,194 2.87 5,243 -14.02
2025-08-04 13F Quaker Wealth Management, LLC 2 0
2025-06-25 NP WRAAX - Wilmington Global Alpha Equities Fund Class A Shares 8,584 149.75 712 374.67
2025-06-26 NP FHOFX - Fidelity Series Large 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 726 24.74 60 5.26
2025-06-26 NP FEQHX - Fidelity Hedged Equity Fund 1,668 113.30 138 79.22
2025-08-28 NP SSBIX - State Street Balanced Index Fund Class K 1,190 5.87 105 11.83
2025-08-12 13F Prudential Financial Inc 15,961 32.89 1,483 31.38
2025-08-14 13F Lombard Odier Asset Management (Europe) Ltd 14,000 16.67 1,232 23.82
2025-08-29 NP PMJIX - PIMCO RAE US Small Fund Institutional Class 13,849 1,219
2025-08-08 13F Oak Thistle LLC 33,451 183.92 2,944 201.23
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class 59,849 63.29 5,267 73.17
2025-06-26 NP FWOZX - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z 9,319 773
2025-07-29 13F Cannon Global Investment Management, LLC 5,800 100.00 510 112.50
2025-08-19 NP RIFAX - U.S. Strategic Equity Fund 21,969 4.78 1,933 11.09
2025-08-29 NP DLN - WisdomTree U.S. LargeCap Dividend Fund N/A 7,581 2.85 667 9.17
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 98,004 5.70 8,624 12.09
2025-06-26 NP MSTQX - Morningstar U.S. Equity Fund 18,553 1,539
2025-08-14 13F Meridiem Capital Partners LP 279,066 24,558
2025-08-14 13F Summit Trail Advisors, Llc 4,965 51.83 437 60.89
2025-08-14 13F Adage Capital Partners Gp, L.l.c. 100,000 8,800
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 1,161 6.22 102 13.33
2025-08-13 13F Meritage Group LP 5,918,322 38.33 520,812 46.68
2025-07-23 NP IMCVX - Voya Multi-Manager Mid Cap Value Fund Class I 13,600 1.49 1,165 -5.98
2025-08-20 NP WBGSX - William Blair Growth Fund Class N 42,847 11.80 3,771 18.55
2025-07-28 13F Generali Asset Management SPA SGR 341 30
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility 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 1,767 176.09 155 162.71
2025-08-13 13F M&t Bank Corp 38,265 12.49 3,367 19.28
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class 43,600 64.53 3,837 74.44
2025-07-18 13F Ninety One SA (PTY) Ltd 4,066 0.87 357 9.20
2025-06-26 NP FUMIX - Fidelity SAI U.S. Momentum 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 22,709 38.77 1,884 15.95
2025-08-06 13F Rialto Wealth Management, LLC 6 1
2025-08-26 NP RBCGX - Reynolds Blue Chip Growth Fund 500 44
2025-08-21 NP MOTG - VanEck Vectors Morningstar Global Wide Moat ETF 3,802 12.12 335 18.86
2025-07-30 13F Bleakley Financial Group, LLC 16,427 2.07 1,446 8.24
2025-08-14 13F CIBC Asset Management Inc 8,320 0.64 732 6.71
2025-08-14 13F Teza Capital Management LLC 2,330 205
2025-08-20 NP QHFRX - AQR MS Fusion HV Fund Class R6 Short -120 -11
2025-08-14 13F Steadfast Capital Management Lp 962,300 6.47 84,682 12.90
2025-06-26 NP Dfa Investment Trust Co - The U.s. Large Cap Value Series 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 284,115 15.76 23,570 -3.24
2025-08-28 NP QCSTRX - Stock Account Class R1 170,591 8.83 15,012 15.41
2025-08-12 13F Magnetar Financial LLC 75,457 6,640
2025-07-17 13F Genesis Private Wealth, Llc 2,803 9.71 247 16.04
2025-04-29 NP HESGX - Horizon ESG Defensive Core Fund Investor Class 3,406 4.93 315 -4.56
2025-07-29 13F William Blair Investment Management, Llc 4,739,103 41.71 417,041 50.26
2025-08-08 13F Pnc Financial Services Group, Inc. 4,030 40.57 355 49.37
2025-08-28 NP DTLVX - Large Company Value Portfolio Investment Class 3,754 7.32 330 13.79
2025-03-20 NP QRFT - QRAFT AI-Enhanced U.S. Large Cap ETF 169 218.87 17 300.00
2025-03-31 NP JSFBX - John Hancock Seaport Long/Short Fund Class A 16,523 2.09 1,640 0.00
2025-08-20 NP QSPIX - AQR Style Premia Alternative Fund Class I 13,052 -390.76 1,149 -408.60
2025-07-31 13F Asset Management One Co., Ltd. 74,313 2.60 6,540 8.80
2025-08-14 13F Moore Capital Management, Lp 23,761 44.94 2,091 53.68
2025-08-27 NP Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 176,463 1.04 15,529 7.14
2025-08-07 13F Kestra Private Wealth Services, Llc 4,659 4.96 410 11.14
2025-08-21 NP MXMGX - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class 179,469 64.70 15,793 74.64
2025-07-29 NP VRNIX - Vanguard Russell 1000 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 29,752 5.93 2,548 -1.85
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 53 4
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 15,027 1,060.39 1,322 1,135.51
2025-08-14 13F Comerica Bank 280,699 18.54 24,702 25.70
2025-08-14 13F Main Street Financial Solutions, LLC 9,310 4.24 819 10.53
2025-07-29 NP EBI - Longview Advantage ETF 395 31.67 34 22.22
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 1,844 309.78 153 245.45
2025-07-15 13F Maseco Llp 24 2
2025-05-27 NP FMDGX - Fidelity Mid 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 7,706 37.00 640 22.65
2025-08-14 13F Erste Asset Management GmbH 1,700 148
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 8,696 5.91 765 12.35
2025-06-25 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 Short -28,896 33.74 -2,397 11.80
2025-08-14 13F Raymond James Financial Inc 176,347 2.88 15,519 9.09
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 83,802 8.41 7,375 14.95
2025-07-23 13F Eagle Rock Investment Company, Llc 16,101 215.64 1,417 234.75
2025-08-12 13F Ci Investments Inc. 2,802 4.05 0
2025-08-20 NP QRPNX - AQR Alternative Risk Premia Fund Class N Short -2,543 -2.23 -224 3.72
2025-08-26 NP Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 6,881 493.19 606 530.21
2025-08-14 13F Incline Global Management LLC 126,183 38.05 11,104 46.39
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 2,257 1.21 193 -6.31
2025-08-01 13F Teacher Retirement System Of Texas 29,630 4.01 2,607 10.28
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 2,986 29.88 263 37.89
2025-08-06 13F Asahi Life Asset Management Co., Ltd. 3,930 346
2025-08-14 13F Ubs Asset Management Americas Inc 1,668,391 23.45 146,818 30.90
2025-08-26 NP QAMWEX - T. Rowe Price Mid-Cap Growth Portfolio 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 51,458 63.58 4,528 73.49
2025-08-05 13F Bank Of Montreal /can/ 7,099 20.02 625 27.35
2025-08-14 13F Fuller & Thaler Asset Management, Inc. 115,983 20.44 10,206 27.70
2025-08-06 13F True Wealth Design, LLC 33 10.00 3 0.00
2025-08-15 13F/A Rakuten Securities, Inc. 1 0
2025-08-26 NP GFSYX - Strategic Alternatives Fund Institutional -121 -73.39
2025-08-12 13F Prudential Plc 21,558 56.58 1,897 66.11
2025-07-25 13F Verdence Capital Advisors LLC 51,333 11.56 4,517 18.31
2025-08-13 13F Arizona State Retirement System 57,036 1.19 5,019 7.31
2025-08-14 13F Sone Capital Management, LLC 144,512 408.86 12,717 439.77
2025-08-22 NP MIMPX - Global Strategist Portfolio Class I 104 1.96 9 12.50
2025-08-29 NP FTVNX - Fuller & Thaler Behavioral Mid-Cap Value Fund Investor Shares 75,185 20.29 6,616 27.55
2025-08-29 NP SPXUX - WisdomTree 500 Digital Fund N/A 16 220.00 1
2025-07-23 13F Shell Asset Management Co 10,434 131.40 1
2025-08-12 13F Heron Bay Capital Management 181,038 15.03 15,931 21.97
2025-05-15 13F Rakuten Investment Management, Inc. 5,927 52.52 487 20.84
2025-08-08 13F Mv Capital Management, Inc. 11 10.00 1
2025-06-26 NP HFMCX - THE HARTFORD MIDCAP FUND Class A 505,795 5.07 41,961 -12.18
2025-08-14 13F CoreCap Advisors, LLC 5 0
2025-07-25 NP URTH - iShares MSCI World 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 12,129 6.16 1,039 -1.70
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-04-29 NP TMFM - Motley Fool Mid-Cap Growth ETF 51,730 3.61 4,781 -5.64
2025-08-12 13F Proequities, Inc. 0 0
2025-08-07 13F Allworth Financial LP 2,598 2.77 229 9.62
2025-08-14 13F Treasurer of the State of North Carolina 91,049 2.53 8 14.29
2025-07-24 NP FIDSX - Financial Services Portfolio 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 148,600 12,725
2025-08-11 13F Nomura Asset Management Co Ltd 60,290 8.96 5,306 15.55
2025-07-10 13F Western Pacific Wealth Management, LP 1,387 5.00 122 11.93
2025-08-14 13F Gillson Capital LP 215,316 19
2025-07-25 13F Stephens Consulting, LLC 7 1
2025-07-29 NP PBUS - Invesco PureBeta MSCI USA 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 26,635 17.81 2,281 9.14
2025-08-14 13F Interval Partners, LP 41,503 3,652
2025-07-22 13F DAVENPORT & Co LLC 33,029 3.37 2,889 9.64
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 6,010 12.19 529 18.92
2025-07-29 NP VFTNX - Vanguard FTSE Social 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 102,801 0.76 8,803 -6.66
2025-06-24 NP GAOAX - JPMorgan Global Allocation Fund Class A 2,875 239
2025-08-14 13F Lansing Management LP 199,569 11.48 17,562 18.21
2025-08-14 13F Mariner, LLC 28,495 0.74 2,507 6.82
2025-06-26 NP FLCOX - Fidelity Large 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 80,945 9.68 6,715 -8.32
2025-08-14 13F/A Skopos Labs, Inc. 496 76.51 44 86.96
2025-08-25 NP MEFAX - MassMutual Select Mid Cap Growth Fund Class A 439,070 26.29 38,638 33.91
2025-08-26 NP SCSAX - Wells Fargo Common Stock Fund Class A 112,278 0.70 9,880 6.79
2025-07-23 13F Sachetta, LLC 44 300.00 4
2025-06-26 NP IMCG - iShares Morningstar Mid-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 87,933 1.61 7,295 -15.07
2025-08-14 13F Toronto Dominion Bank 35,438 21.01 3,119 28.31
2025-08-14 13F Siemens Fonds Invest GmbH 2,752 28.96 242 36.72
2025-08-25 NP MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class 52,044 7.39 4,580 13.85
2025-08-26 NP PENN SERIES FUNDS INC - Large Cap Growth Fund 18,571 21.55 1,634 28.97
2025-08-26 NP SPFFX - Sphere 500 Climate Fund 160 20.30 14 27.27
2025-08-26 NP PENN SERIES FUNDS INC - Mid Cap Value Fund 19,521 12.36 1,718 19.15
2025-06-18 NP RETSX - Tax-Managed U.S. Large Cap Fund Class S 196,288 16,284
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 4,320 4.17 380 10.47
2025-07-14 13F Park Avenue Securities Llc 7,193 2.20 1
2025-08-29 NP STRV - Strive 500 ETF 3,315 4.64 292 11.07
2025-08-11 13F Symphony Financial, Ltd. Co. 3,784 333
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 127,991 5.72 10,618 -11.63
2025-08-29 NP DHPAX - Diamond Hill Mid Cap Fund Class A 10,029 26.14 883 33.84
2025-08-25 NP MMBUX - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 4,334 35.31 381 43.77
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 18,127 11.85 1,504 -6.53
2025-08-26 NP RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. 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 2,500,000 52.28 220,000 61.48
2025-08-14 13F IHT Wealth Management, LLC 2,335 205
2025-08-13 13F GeoWealth Management, LLC 644 57
2025-08-12 13F Evelyn Partners Investment Management Services Ltd 98 9
2025-08-25 NP NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class 23,734 19.63 2,089 26.85
2025-08-14 13F Ieq Capital, Llc 2,633 232
Other Listings
DE:1TU € 76.50
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista