UCB / United Community Banks, Inc. - Kepemilikan Institusional - Pembeli

United Community Banks, Inc.
US ˙ NYSE ˙ US90984P3038

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di United Community Banks, Inc. meliputi VIG - Vanguard Dividend Appreciation Index Fund ETF Shares, FSRBX - Banking Portfolio, FIDSX - Financial Services Portfolio, FAFDX - Fidelity Advisor Financial Services Fund Class A, MOPCX - NYLI WMC Small Companies Fund Class C, GCTIX - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional, HAPS - Harbor Corporate Culture Small Cap ETF, Versor Investments LP, Elo Mutual Pension Insurance Co, Ieq Capital, Llc, FSAKX - Strategic Advisers U.S. Total Stock Fund, Continental Advisors Llc, GSAOX - Goldman Sachs Small Cap Growth Insights Fund Class A, BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A, WSML - iShares MSCI World Small-Cap ETF, MTM Investment Management, LLC, PFM - Invesco Dividend Achievers ETF, SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF, BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I, dan Twin Peaks Wealth Advisors, LLC .

Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)		 Saham Δ Saham
(%)		 Dilaporkan
Nilai
($1000)		 Nilai Δ
(%)		 Alokasi Port
(%)
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability 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 26,291 3.33 726 -14.00
2025-06-26 NP TCAAX - Thrivent Moderately Conservative Allocation Fund Class A 788 347.73 22 320.00
2025-08-06 13F Modera Wealth Management, LLC 6,948 207
2025-06-26 NP FSSLX - Fidelity Series Small Cap Core Fund 311,589 6.68 8,603 -11.21
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 283 2.17 8 14.29
2025-08-13 13F Pictet Asset Management Holding SA 19,804 7.86 590 14.15
2025-07-31 13F Oppenheimer Asset Management Inc. 60,446 6.39 1,801 12.64
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 808 25
2025-08-13 13F Hsbc Holdings Plc 26,460 21.90 793 30.69
2025-08-28 NP New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES 17,803 3.36 530 9.50
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 9,534 15.38 284 22.41
2025-08-12 13F Nuveen, LLC 924,050 189.52 27,527 206.61
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 219,996 0.54 6,323 -10.35
2025-08-12 13F Public Sector Pension Investment Board 414,205 9.41 12,339 15.87
2025-08-25 NP DLBMX - MassMutual Premier Small Cap Opportunities Fund Class A 111,073 4.83 3,309 11.01
2025-08-14 13F California State Teachers Retirement System 110,249 0.16 3,284 6.07
2025-08-06 13F S&t Bank/pa 65 2
2025-08-14 13F Holocene Advisors, LP 89,389 38.53 2,663 46.67
2025-08-11 13F Martingale Asset Management L P 35,207 1,049
2025-06-27 NP RSSL - Global X Russell 2000 ETF 72,650 6.57 2,006 -11.32
2025-06-25 NP FAB - First Trust Multi Cap Value 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 3,650 101.10 101 66.67
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 2,575 39.19 77 46.15
2025-08-05 13F Versor Investments LP 28,150 839
2025-08-14 13F Sciencast Management LP 8,797 18.89 262 25.96
2025-08-27 NP TLEQX - Small-Cap Equity Fund 9,140 234.68 272 294.20
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 42,315 11.53 1,168 -7.15
2025-07-25 NP BRSDX - MFS Blended Research Small Cap Equity Fund A 120,835 10.75 3,473 -1.25
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 1,880,008 3.51 56,005 9.62
2025-06-30 NP SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF 3,420 94
2025-07-07 13F Versant Capital Management, Inc 1,622 23.25 48 29.73
2025-08-28 NP SPDG - SPDR Portfolio S&P Sector Neutral Dividend ETF 126 15.60 4 0.00
2025-08-14 13F Alliancebernstein L.p. 156,647 6.48 4,667 12.76
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 3,839,353 1.36 114,374 7.34
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 1,215,672 2.73 33,565 -14.49
2025-06-26 NP DVRAX - MFS Global Alternative Strategy Fund A 1,657 26.88 46 4.65
2025-08-13 13F Arizona State Retirement System 34,872 1.91 1,039 7.90
2025-07-31 13F State of New Jersey Common Pension Fund D 65,855 6.65 1,962 12.96
2025-08-19 13F Continental Advisors Llc 18,000 536
2025-08-07 13F Parkside Financial Bank & Trust 94 70.91 3 100.00
2025-07-23 13F Louisiana State Employees Retirement System 56,800 1.07 1,692 7.09
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 60,894 4.61 1,681 -12.90
2025-07-28 13F RFG Advisory, LLC 6,930 206
2025-08-04 13F Assetmark, Inc 33 266.67 1
2025-08-13 13F EverSource Wealth Advisors, LLC 1,951 130.89 58 152.17
2025-08-14 13F D. E. Shaw & Co., Inc. 92,539 204.49 2,757 222.72
2025-07-16 13F State of Alaska, Department of Revenue 72,376 9.43 2 100.00
2025-08-11 13F EntryPoint Capital, LLC 19,153 12.17 571 18.75
2025-08-28 NP IWM - iShares Russell 2000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,008,883 3.28 89,635 9.38
2025-07-23 13F Maryland State Retirement & Pension System 35,707 2.55 1,064 8.58
2025-08-13 13F Jones Financial Companies Lllp 2,597 23.55 78 32.76
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 20,412 6.85 587 -4.72
2025-08-27 13F/A Squarepoint Ops LLC 49,280 1,468
2025-06-27 NP HAPS - Harbor Corporate Culture Small Cap ETF 43,268 1,195
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 131,754 1.84 3,925 7.83
2025-08-26 NP IPSIX - Voya Index Plus SmallCap Portfolio Class I 50,965 721.09 1,518 866.88
2025-07-24 13F IFP Advisors, Inc 0 14
2025-08-13 13F Renaissance Technologies Llc 66,709 216.02 1,987 235.08
2025-08-27 NP AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Small Cap Fund Class R6 508,930 3.47 15,161 9.58
2025-05-15 13F Texas Permanent School Fund 134,127 3,703
2025-08-13 13F Natixis Advisors, L.p. 24,186 0.73 1
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 32,398 17.76 895 -1.97
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 73,130 15.15 2,179 21.95
2025-08-11 13F Covestor Ltd 843 150.15 0
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 3,211 25.58 96 33.80
2025-08-12 13F Stieven Capital Advisors, L.P. 180,000 5,362
2025-06-26 NP AALGX - Thrivent Global Stock Fund Class A 5,368 346.96 148 279.49
2025-08-06 13F Commonwealth Equity Services, Llc 9,738 1.13 0
2025-08-14 13F Aquatic Capital Management LLC 28,940 862
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 35,795 2.38 988 -14.75
2025-06-26 NP TAAAX - Thrivent Aggressive Allocation Fund Class A 4,482 346.86 124 272.73
2025-07-23 13F Family Legacy, Inc. 40,170 0.82 1,197 6.79
2025-08-26 NP GSCYX - SMALL CAP EQUITY FUND Institutional 72,371 7.15 2,156 13.48
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 18,460 2.31 550 8.28
2025-08-13 13F Invesco Ltd. 1,607,186 6.20 47,878 12.47
2025-08-13 13F Cerity Partners LLC 9,502 21.38 283 28.64
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 615 2.16 18 12.50
2025-07-25 NP DCCAX - Delaware Small Cap Core Fund Class A 1,963,424 4.69 56,429 -6.65
2025-08-26 NP GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 21,919 1.00 653 6.89
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 10,930 46.30 302 21.86
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 23,050 8.12 636 -10.04
2025-08-12 13F XTX Topco Ltd 9,871 7.34 294 13.95
2025-08-26 13F/A Thrivent Financial For Lutherans 149,434 1.13 4 0.00
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 34,998 15.37 966 -3.98
2025-07-22 13F HFM Investment Advisors, LLC 9 200.00 0
2025-07-31 13F CAP Partners, LLC 19,248 1.00 573 6.90
2025-08-26 NP SBHCX - Segall Bryant & Hamill Small Cap Core Fund Retail Class 34,005 12.15 1,013 18.90
2025-08-11 13F Rothschild Investment Llc 250 8.70 7 16.67
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 169,364 6.90 4,868 -4.68
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 17,638 4.51 525 10.76
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 25,682 22.76 816 38.78
2025-06-25 NP FNX - First Trust Mid Cap Core AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 85,963 53.65 2,373 27.92
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 403,627 3.53 12,024 9.64
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 18,354 527
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 90,496 2.72 2,696 8.76
2025-06-24 NP MOPCX - NYLI WMC Small Companies Fund Class C 103,833 2,867
2025-08-13 13F Arrowstreet Capital, Limited Partnership 7,338 219
2025-08-14 13F Aqr Capital Management Llc 139,984 427.64 4,170 458.98
2025-08-14 13F Nebula Research & Development LLC 11,893 354
2025-08-15 13F Earnest Partners Llc 3,854,298 11.63 114,820 18.22
2025-08-08 13F Bailard, Inc. 26,800 798
2025-08-07 13F Campbell & CO Investment Adviser LLC 30,845 90.35 919 101.76
2025-08-29 NP STXK - Strive Small-Cap ETF 3,764 3.46 112 9.80
2025-08-14 13F Lazard Asset Management Llc 10,933 0
2025-08-28 NP QCSTRX - Stock Account Class R1 163,050 5,903.31 4,857 7,149.25
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 297,848 3.18 8,224 -14.12
2025-08-14 13F Graham Capital Management, L.P. 44,319 1,320
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 702,861 2.58 19,406 -14.61
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 573 1.42 16 -16.67
2025-08-15 13F State of Tennessee, Treasury Department 69,871 147.11 2,081 161.76
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class 56,300 2.18 1,677 8.26
2025-08-11 13F HighTower Advisors, LLC 62,993 2.56 1,877 8.63
2025-08-11 13F Great Lakes Advisors, Llc 94,997 0.01 2,830 5.92
2025-07-16 13F Evergreen Private Wealth LLC 127 4
2025-07-24 13F CWM Advisors, LLC 13,028 6.38 388 12.79
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 117,500 3,244
2025-07-23 NP CFSSX - Column Small Cap Select Fund 39,469 19.68 1,134 6.78
2025-08-12 13F Rather & Kittrell, Inc. 18,751 0.04 559 5.88
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 21,654 8.49 598 -9.82
2025-08-07 13F Hughes Financial Services, LLC 21 1
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 10,335 54.74 308 64.17
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 64 2
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 31,083 4.22 926 10.38
2025-07-09 13F Harbor Capital Advisors, Inc. 44,996 3.46 1 0.00
2025-08-07 13F Meeder Asset Management Inc 331 10
2025-06-25 NP ISCB - iShares Morningstar Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,915 5.19 163 -12.37
2025-08-26 NP Profunds - Profund Vp Small-cap Value 2,653 1.96 79 8.22
2025-08-27 13F/A Brinker Capital Investments, LLC 6,929 206
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 89,340 1.90 2,661 7.91
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 615 17
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 600,287 9.58 17,252 -2.28
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 20,622 5.23 614 11.43
2025-08-14 13F Algert Global Llc 11,930 0
2025-08-27 NP Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A 285,523 15.69 8,506 22.52
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 21,625 11.19 644 17.73
2025-08-08 13F/A Sterling Capital Management LLC 3,255 57.70 97 65.52
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 13,589 2.54 375 -14.58
2025-08-26 NP Profunds - Profund Vp Small-cap 276 2.22 8 14.29
2025-08-14 13F Millennium Management Llc 80,867 602.46 2,409 645.82
2025-07-15 13F Fortitude Family Office, LLC 33 1
2025-08-15 13F Great West Life Assurance Co /can/ 137,952 0.98 4 33.33
2025-08-11 13F Vanguard Group Inc 14,481,000 1.01 431,389 6.97
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 9,265 13.00 256 -5.90
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 8,290 5.02 247 10.81
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 1,952 1.83 58 9.43
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 5,107 26.16 147 12.31
2025-07-22 13F Wealthcare Advisory Partners LLC 8,965 0.89 267 7.23
2025-08-08 13F Cetera Investment Advisers 10,812 13.87 322 20.60
2025-08-25 NP MML Series Investment Fund II - MML Small Cap Equity Fund Initial Class 31,257 2.21 931 8.26
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 14 0
2025-08-11 13F WPG Advisers, LLC 299 83.44 9 100.00
2025-08-14 13F Quantinno Capital Management LP 102,633 2.64 3,057 8.71
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 1,057 59.91 29 38.10
2025-08-25 13F/A Neuberger Berman Group LLC 5,025,365 13.18 149,706 19.86
2025-08-12 13F Legal & General Group Plc 325,152 1.99 9,688 8.03
2025-07-28 NP SMDV - ProShares Russell 2000 Dividend Growers ETF 235,169 3.89 6,759 -7.36
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 292,855 0.45 8,086 -16.39
2025-08-04 13F Hantz Financial Services, Inc. 1,048 213.77 0
2025-08-15 13F Keel Point, LLC 13,922 1.86 415 7.81
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 55,784 2.02 1,662 8.00
2025-06-26 NP THMAX - Thrivent Moderate Allocation Fund Class A 4,964 347.61 137 280.56
2025-07-23 NP VYSGX - Voya Small Company Fund Class W 48,268 53.87 1,387 37.19
2025-07-14 13F Proathlete Wealth Management Llc 35 1
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 23,534 20.13 650 0.00
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 68,438 64.76 1,967 46.94
2025-08-12 13F Jpmorgan Chase & Co 465,163 13.07 13,857 19.75
2025-08-14 13F Sei Investments Co 408,360 6.59 12,166 12.89
2025-08-15 13F Morgan Stanley 993,573 1.21 29,599 7.18
2025-08-12 13F Resolute Wealth Strategies, LLC 10,329 0.93 308 6.97
2025-07-08 13F Rise Advisors, LLC 18 1
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 15,821 2.86 471 9.03
2025-08-14 13F/A Barclays Plc 275,933 42.39 8 60.00
2025-08-14 13F Citadel Advisors Llc 1,032,416 174.08 30,756 190.25
2025-06-18 NP NWHDX - Nationwide Bailard Cognitive Value Fund Class A 26,800 212.54 740 143.89
2025-08-13 13F First Trust Advisors Lp 160,558 90.73 4,783 101.98
2025-08-14 13F Fmr Llc 9,451,682 0.50 281,566 6.43
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 224,111 1.06 6,676 7.04
2025-06-25 NP GSAOX - Goldman Sachs Small Cap Growth Insights Fund Class A 11,978 331
2025-08-04 13F Amalgamated Bank 34,550 1.57 1
2025-06-26 NP DFSVX - U.s. Small Cap 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 1,364,538 1.75 37,675 -15.30
2025-06-26 NP TMAAX - Thrivent Moderately Aggressive Allocation Fund Class A 8,003 347.34 221 272.88
2025-07-17 13F DiNuzzo Private Wealth, Inc. 20 11.11 1
2025-08-08 13F Geode Capital Management, Llc 2,879,780 2.01 85,801 8.02
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 75,385 11.71 2,081 -7.02
2025-08-26 NP JMEE - JPMorgan Market Expansion Enhanced Equity ETF 47,808 3.37 1,424 9.45
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 27,348 3.73 815 9.85
2025-06-30 NP PFM - Invesco Dividend Achievers 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 3,474 96
2025-07-25 NP PMSAX - Global Multi-Strategy Fund Class A 1,396 4.49 40 -6.98
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 31,368 2,281.78 934 2,647.06
2025-06-25 NP FNK - First Trust Mid Cap Value 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 20,599 100.03 569 66.57
2025-08-13 13F Bare Financial Services, Inc 195 219.67 6 400.00
2025-08-08 13F Atlantic Trust, LLC 60 2
2025-09-04 13F/A Advisor Group Holdings, Inc. 11,127 27.52 332 35.10
2025-07-25 13F Cwm, Llc 10,099 358.42 0
2025-08-11 13F New Age Alpha Advisors, LLC 17,803 3.36 530 9.50
2025-08-27 NP PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 109,158 2.58 3,252 8.62
2025-08-12 13F Proequities, Inc. 0 0
2025-07-21 13F Keystone Financial Group, Inc. 18,179 0.75 577 14.74
2025-08-14 13F Comerica Bank 41,566 3.16 1,238 9.27
2025-08-04 13F IFG Advisory, LLC 14,855 8.23 443 14.51
2025-08-14 13F Qube Research & Technologies Ltd 372,289 35.66 11,090 43.67
2025-08-26 NP GCTIX - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 102,826 3,063
2025-08-12 13F BlackRock, Inc. 17,687,221 1.65 526,902 7.65
2025-08-14 13F Voya Investment Management Llc 284,643 51.88 8,480 60.86
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 6,413 184
2025-04-24 NP OASC - OneAscent Small Cap Core ETF 5,180 12.00 167 6.41
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 169 1.81 5 25.00
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 518 5.93 14 -12.50
2025-08-08 13F Crossmark Global Holdings, Inc. 7,954 0.04 237 5.83
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 127,626 0.55 3,802 6.47
2025-08-22 NP FESM - Fidelity Enhanced Small Cap ETF 59,861 259.96 1,783 281.80
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 19,359 10.74 577 17.31
2025-07-18 13F Truist Financial Corp 15,968 11.67 476 18.16
2025-08-14 13F Warren Averett Asset Management, LLC 118,369 0.15 3,526 6.08
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 67,962 0.14 1,953 -10.70
2025-06-25 NP GSATX - Goldman Sachs Small Cap Value Insights Fund Class A 166,744 82.25 4,604 51.71
2025-08-13 13F Fisher Asset Management, LLC 1,064,929 0.18 31,724 6.09
2025-07-29 13F Regions Financial Corp 16,027 477
2025-08-15 13F Tower Research Capital LLC (TRC) 15,166 331.34 452 360.20
2025-08-12 13F Hanover Advisors Inc 7,059 210
2025-08-05 13F Connable Office Inc 18,399 10.50 548 17.09
2025-06-26 NP FLKSX - Fidelity Low-Priced Stock K6 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 541,514 5.18 14,951 -12.45
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 22,938 8.00 683 14.41
2025-07-28 NP HDG - ProShares Hedge Replication ETF 157 11.35 5 0.00
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 192,800 5,541
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 2,468 6.20 74 12.31
2025-07-29 NP VRTTX - Vanguard Russell 3000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8,767 11.36 252 -0.79
2025-07-25 13F Yousif Capital Management, Llc 45,253 1.88 1,348 7.93
2025-06-30 NP VIG - Vanguard Dividend Appreciation 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 637,892 17,612
2025-08-14 13F Macquarie Group Ltd 2,421,759 2.74 72,144 8.81
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 31,194 9.20 929 15.69
2025-06-25 NP GCSIX - Goldman Sachs Small Cap Equity Insights Fund Institutional 63,306 1,099.43 1,748 898.29
2025-08-27 NP Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 4,340 0.72 129 6.61
2025-08-14 13F Colony Group, LLC 9,542 10.64 284 17.36
2025-08-14 13F/A Skopos Labs, Inc. 1,279 168.70 38 192.31
2025-08-12 13F Elo Mutual Pension Insurance Co 24,788 738
2025-08-28 NP TPSC - Timothy Plan US Small Cap Core ETF 18,216 14.60 543 21.25
2025-08-25 NP MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class 16,056 5.50 478 11.68
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 802,377 0.75 23,903 6.69
2025-08-08 13F MTM Investment Management, LLC 4,045 121
2025-08-14 13F Price T Rowe Associates Inc /md/ 98,271 12.95 3 0.00
2025-08-15 13F CI Private Wealth, LLC 7,592 226
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 54,451 2.49 1,503 -14.70
2025-07-31 13F Quest Partners LLC 67,229 6,722,800.00 2,003
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 3,005 12.17 86 0.00
2025-07-30 13F First Citizens Bank & Trust Co 51,436 1,532
2025-08-12 13F Prudential Financial Inc 139,781 7.32 4,561 6.89
2025-08-18 13F Geneos Wealth Management Inc. 2,622 10.12 78 18.18
2025-08-12 13F Dimensional Fund Advisors Lp 6,276,059 2.02 186,967 8.04
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 16,410 57.61 453 31.30
2025-08-14 13F Susquehanna International Group, Llp 211,895 3.28 6,312 9.37
2025-08-14 13F Synovus Financial Corp 34,976 1.39 1,042 7.32
2025-06-25 NP DIVB - iShares U.S. Dividend and Buyback 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 1,885 46.81 52 23.81
2025-07-24 NP FSRBX - Banking 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 250,200 7,191
2025-08-13 13F Systematic Financial Management Lp 899,810 0.99 26,805 6.95
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 482,963 9.36 13,335 -8.98
2025-08-08 13F Jupiter Asset Management Ltd 152,108 141.28 4,531 155.56
2025-07-29 NP EBI - Longview Advantage ETF 1,074 2,005.88 31 2,900.00
2025-08-13 13F Schroder Investment Management Group 425,187 0.72 12,734 8.51
2025-08-14 13F Ieq Capital, Llc 18,928 564
2025-08-08 13F Larson Financial Group LLC 47 46.88 1
2025-08-04 13F Strs Ohio 6,800 7.94 203 14.12
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 243,218 7.23 6,715 -10.74
2025-08-14 13F Rafferty Asset Management, LLC 109,545 9.81 3,263 16.29
2025-07-23 13F Klp Kapitalforvaltning As 25,500 7.59 764 13.86
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 18,768 9.88 559 17.93
2025-08-14 13F Voloridge Investment Management, Llc 10,006 298
2025-07-25 13F Oregon Public Employees Retirement Fund 27,620 1.10 823 7.03
2025-08-13 13F Norges Bank 1,411,933 42,061
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 653,176 0.75 18,772 -10.16
2025-07-24 13F Jfs Wealth Advisors, Llc 94 17.50 3 0.00
2025-08-06 13F Fox Run Management, L.l.c. 18,774 559
2025-08-26 NP BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market 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 8,442 251
2025-06-17 13F Ridgepath Capital Management LLC 7,412 0.64 209 -12.24
2025-08-14 13F Ubs Asset Management Americas Inc 373,914 40.84 11,139 49.16
2025-07-25 13F Hemington Wealth Management 153 15.04 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 2,241 10.94 64 -1.54
2025-06-26 NP Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 43,727 6.32 1,207 -11.51
2025-08-13 13F California Public Employees Retirement System 192,561 6.84 5,736 13.16
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 3,719 22.82 103 2.00
2025-08-12 13F Trexquant Investment LP 197,421 5,881
2025-08-06 13F True Wealth Design, LLC 40 3,900.00 1
2025-07-29 NP ISMD - Inspire Small/Mid Cap Impact ETF 12,586 7.60 362 -3.99
2025-08-14 13F Balyasny Asset Management Llc 13,814 412
2025-08-14 13F Point72 Asset Management, L.P. 53,200 1,585
2025-08-14 13F Xponance, Inc. 9,388 3.23 280 9.41
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 15,855 30.89 472 38.82
2025-08-14 13F Point72 (DIFC) Ltd 4,253 246.90 127 270.59
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market 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 2,598 77
2025-07-28 NP VCSLX - Small Cap Index Fund 49,721 8.82 1,429 -2.99
2025-08-06 13F OneAscent Wealth Management LLC 10,790 0
2025-08-07 13F Allworth Financial LP 2,737 13,585.00 82
2025-08-12 13F Rhumbline Advisers 362,575 3.90 10,801 10.03
2025-08-14 13F Brevan Howard Capital Management LP 34,039 1,014
2025-08-08 13F Principal Financial Group Inc 602,370 1.34 17,945 7.32
2025-08-01 13F Teacher Retirement System Of Texas 24,483 27.86 729 35.50
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 43,155 4.66 1,286 10.87
2025-08-26 NP IVCSX - Voya Small Company Portfolio Class I 71,420 31.78 2,128 39.57
2025-08-14 13F Quarry LP 1,208 30.31 36 34.62
2025-07-23 NP CFSLX - Column Small Cap Fund 6,815 10.24 196 -2.01
2025-07-17 13F Wagner Wealth Management, Llc 10,329 1.00 308 6.97
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 6,305 6.83 188 12.65
2025-08-29 NP EZM - WisdomTree U.S. MidCap Fund N/A 29,121 4.40 868 10.59
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 17,038 36.99 490 22.25
2025-07-28 NP OMFS - Invesco Russell 2000(R) Dynamic Multifactor ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10,248 0.18 295 -10.64
2025-07-08 13F Parallel Advisors, LLC 135 5.47 4 33.33
2025-08-14 13F Wells Fargo & Company/mn 215,764 8.68 6,428 15.10
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 11,296 12.24 337 18.73
2025-08-14 13F Raymond James Financial Inc 329,147 9.53 9,805 15.99
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 17,624 525
2025-08-07 13F Pinnacle Holdings, LLC 220 7
2025-08-27 NP AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Small Cap Fund Series II 270,909 15.16 8,070 21.96
2025-08-13 13F M&t Bank Corp 33,060 0.40 984 6.26
2025-08-20 NP ASMOX - AQR Small Cap Momentum Style Fund Class I 3,602 107
2025-07-30 NP FCTDX - Strategic Advisers Fidelity U.S. Total 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 861,184 6.82 24,750 -4.75
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