UFPT Kepemilikan Institusional, Pembeli

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di UFP Technologies, Inc. meliputi Ashford Capital Management Inc, Montrusco Bolton Investments Inc., T. Rowe Price Investment Management, Inc., Motley Fool Wealth Management, LLC, First National Bank Of Omaha, Johnson Investment Counsel Inc, JOPPX - Johnson Opportunity Fund, FTHI - First Trust BuyWrite Income ETF, Fox Run Management, L.l.c., Weiss Asset Management LP, BUFOX - Buffalo Emerging Opportunities Fund Investor Class, Kornitzer Capital Management Inc /ks, Gibbs Wealth Management, PENNX - Royce Pennsylvania Mutual Fund Investment Class, Scott Marsh Financial, LLC, SEIS - SEI Select Small Cap ETF, OWTEX - Old Westbury Total Equity Fund, Keebeck Wealth Management, LLC, Jackson Creek Investment Advisors LLC, dan Deerfield Management Company, L.p. (series C) .

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	Saham	Δ Saham (%)	Dilaporkan Nilai ($1000)	Nilai Δ (%)
2025-07-22	NP	GINN - Goldman Sachs Innovate Equity ETF		906	4.14	212	7.07
2025-08-26	NP	Profunds - Profund Vp Small-cap		17	6.25	4	33.33
2025-07-08	13F	Arlington Trust Co LLC		2		0
2025-06-27	NP	ANONX - Small Cap Growth Fund I Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		204,696	50.97	42,687	14.62
2025-08-06	13F	Commonwealth Equity Services, Llc		1,885	0.53	0
2025-08-11	13F	Rothschild Investment Llc		752	0.27	184	21.19
2025-08-13	13F	Capital Analysts, Inc.		1,253	0.40	0
2025-08-26	NP	QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series		13,037	4.85	3,183	26.91
2025-08-14	13F	Mml Investors Services, Llc		13,674	14.28	3	50.00
2025-06-26	NP	DFAC - Dimensional U.S. Core Equity 2 ETF		15,148	3.48	3,159	-21.44
2025-04-28	NP	BFOR - Barron's 400 ETF		1,129	1.16	257	-28.89
2025-07-18	13F	Pure Financial Advisors, Inc.		1,146		280
2025-07-16	13F	State of Alaska, Department of Revenue		4,350	7.67	1
2025-06-30	NP	SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF		290		60
2025-06-30	NP	PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		3,103	2.48	647	-22.14
2025-08-27	NP	TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund	Short	-1,760	138.81	-430	138.33
2025-08-14	13F	Citadel Advisors Llc		52,857	36.18	12,906	64.84
2025-08-12	13F	Public Sector Pension Investment Board		24,945	7.81	6,091	30.49
2025-08-27	NP	RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity		384	28.00	94	55.00
2025-08-12	13F	Cynosure Management, Llc		3,290	4.58	803	26.66
2025-08-14	13F	Schonfeld Strategic Advisors LLC		1,890		461
2025-06-27	NP	SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1		7,936	10.05	1,655	-16.46
2025-07-31	13F	R Squared Ltd		1,348		329
2025-08-14	13F	C M Bidwell & Associates Ltd		15		4
2025-08-11	13F	Renaissance Group Llc		28,565	31.36	6,974	59.01
2025-08-13	13F	Northwestern Mutual Wealth Management Co		2,219	0.73	542	21.85
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		36,491	9.90	8,546	13.10
2025-08-18	NP	PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I		2,003	9.69	489	32.88
2025-08-14	13F	Citadel Advisors Llc	Put	4,000	14.29	977	38.44
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		196	25.64	48	51.61
2025-07-28	NP	VVSGX - Small Cap Growth Fund		25,502	10.10	5,973	13.30
2025-08-07	13F	Zions Bancorporation, National Association /ut/		7,051	9.56	1,722	32.59
2025-07-28	NP	AVSBX - Avantis U.S. Small Cap Equity Fund G Class		485	54.95	114	59.15
2025-07-24	13F	IFP Advisors, Inc		28	33.33	7	50.00
2025-06-26	NP	OWTEX - Old Westbury Total Equity Fund		1,999		417
2025-08-13	13F	ExodusPoint Capital Management, LP		1,641		0
2025-08-14	13F	D. E. Shaw & Co., Inc.		33,513	402.44	8,183	508.33
2025-07-31	13F	Nisa Investment Advisors, Llc		121	290.32	30	383.33
2025-08-12	13F	Pathstone Holdings, LLC		4,777	11.82	1,166	35.42
2025-08-13	13F	MetLife Investment Management, LLC		4,477	2.47	1,093	24.06
2025-07-29	NP	TMFX - Motley Fool Next Index ETF		124		29
2025-08-12	13F	American Century Companies Inc		325,047	13.03	79,364	36.81
2025-03-31	NP	FKICX - Fidelity Small Cap 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		150		41
2025-07-25	13F	Johnson Investment Counsel Inc		10,026		2,448
2025-07-28	13F	Boston Trust Walden Corp		255,377	19.25	62,353	44.35
2025-08-08	13F	SBI Securities Co., Ltd.		55	25.00	13	62.50
2025-08-28	NP	BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		952	4.62	232	26.78
2025-07-14	13F	Sowell Financial Services LLC		872		213
2025-07-25	13F	Oregon Public Employees Retirement Fund		1,671	2.77	408	24.46
2025-08-13	13F	First National Advisers, LLC		10,103	3.44	2,467	25.24
2025-06-26	NP	DCOR - Dimensional US Core Equity 1 ETF		402	8.36	84	-17.82
2025-06-25	NP	RILA - Indexperts Gorilla Aggressive Growth ETF		69	165.38	14	100.00
2025-05-15	13F	Texas Permanent School Fund		8,820		1,839
2025-07-25	13F	Allspring Global Investments Holdings, LLC		18,206	23.59	4,445	49.61
2025-05-05	13F	Lindbrook Capital, Llc		8	60.00	2	0.00
2025-08-05	13F	Nicholas Company, Inc.		20,811	0.05	5,081	21.12
2025-07-07	13F	Kings Path Partners LLC		2,210	13.92	540	37.85
2025-08-12	13F	Diamond Hill Capital Management Inc		15,630	12.93	3,816	36.73
2025-08-13	13F	Congress Wealth Management LLC / DE /		46,147	4.26	11,267	26.21
2025-08-19	NP	NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio		2,578	3.20	629	25.05
2025-08-26	NP	Profunds - Profund Vp Small-cap Growth		168	2.44	41	24.24
2025-08-12	13F	Prudential Financial Inc		7,595	6.72	2,216	5.88
2025-08-27	NP	RYRRX - Russell 2000 Fund Class A		18	12.50	4	33.33
2025-08-26	NP	VVICX - Voya VACS Index Series SC Portfolio		525	8.25	128	31.96
2025-07-28	NP	MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF		308	12.41	72	16.13
2025-08-14	13F	Aquatic Capital Management LLC		2,354		575
2025-06-26	NP	DFUS - Dimensional U.S. Equity ETF		1,966	2.61	410	-22.24
2025-08-01	13F	Envestnet Asset Management Inc		86,560	15.12	21,134	39.34
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		10,549	10.33	2,471	13.56
2025-08-27	13F/A	Squarepoint Ops LLC		2,995	7.58	731	30.30
2025-08-20	NP	WAMVX - Wasatch Micro Cap Value Fund Investor Class shares This fund is a listed as child fund of Wasatch Advisors 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		26,749	8.74	6,531	31.62
2025-07-16	13F	Congress Asset Management Co /ma		327,433	5.83	79,946	28.10
2025-08-22	NP	FECGX - Fidelity Small Cap Growth Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		5,087	11.73	1,242	35.29
2025-06-30	NP	CSMD - Congress SMid Growth ETF		24,712	20.46	5,153	-8.54
2025-06-26	NP	NUSC - Nuveen ESG Small-Cap ETF 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		8,918	1.90	1,860	26.12
2025-07-28	NP	HDG - ProShares Hedge Replication ETF		10	11.11	2	0.00
2025-08-04	13F	Hantz Financial Services, Inc.		4		0
2025-08-12	13F	XTX Topco Ltd		2,852	24.05	696	50.32
2025-08-27	NP	Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a)		19,418	38.21	4,741	67.29
2025-08-12	13F	Jpmorgan Chase & Co		12,735	2.32	3,109	23.86
2025-08-26	NP	BOSOX - Boston Trust Small Cap Fund		111,646	17.88	27,259	42.69
2025-08-26	13F/A	Thrivent Financial For Lutherans		5,384	0.54	1	0.00
2025-07-14	13F	GAMMA Investing LLC		183	37.59	45	69.23
2025-07-28	NP	AGCVX - Global Small Cap Fund Investor Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		2,080	28.08	487	31.98
2025-07-10	13F	Swedbank AB		160,000	18.52	39,066	43.46
2025-08-28	NP	Humankind Benefit Corp - Humankind US Stock ETF		95	15.85	23	43.75
2025-08-06	NP	LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class		5,540	3.75	1,353	25.53
2025-08-15	13F	State of Tennessee, Treasury Department		3,900	33.38	952	61.63
2025-05-28	NP	SMLV - SPDR SSGA US Small Cap Low Volatility Index ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1,017	31.06	205	8.47
2025-08-08	13F	Massachusetts Financial Services Co /ma/		161,751	22.01	39,493	47.69
2025-08-05	13F	Bank of New York Mellon Corp		43,170	1.97	10,540	23.43
2025-08-19	NP	BUFOX - Buffalo Emerging Opportunities Fund Investor Class		3,775		922
2025-08-14	13F	Nebula Research & Development LLC		3,615	114.80	883	160.18
2025-08-28	NP	SLLAX - SIMT Small Cap Fund Class F		2,086	1.36	509	22.65
2025-05-29	NP	MGMT - Ballast Small/mid Cap Etf		4,688	1.96	946	-15.93
2025-08-11	13F	Bell Investment Advisors, Inc		18	125.00	4	300.00
2025-07-31	13F	Kornitzer Capital Management Inc /ks		3,775		922
2025-08-14	13F	Wasatch Advisors Inc		650,960	1.37	158,938	22.70
2025-08-14	13F	Gotham Asset Management, LLC		855		209
2025-06-26	NP	DFUV - Dimensional US Marketwide Value ETF		1,491	37,175.00	311	30,900.00
2025-07-25	NP	MNDAX - MFS New Discovery Fund A		101,803	32.59	23,842	36.44
2025-06-24	NP	SWSSX - Schwab Small-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		18,074	3.14	3,769	-21.69
2025-08-14	13F	Benjamin Edwards Inc		3,491	11.43	852	35.02
2025-08-25	NP	MFS VARIABLE INSURANCE TRUST - MFS New Discovery Series Initial Class		36,316	26.53	8,867	53.15
2025-08-13	13F	Loomis Sayles & Co L P		59,940	2.61	14,635	132,936.36
2025-08-06	13F	EFG Asset Management (North America) Corp.		16,330	15.31	3,990	39.48
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		8,665	3.04	2,116	24.71
2025-07-25	NP	WSML - iShares MSCI World Small-Cap ETF		455		107
2025-08-27	NP	OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio		254	70.47	62	106.67
2025-08-27	NP	SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1		238	1.28	58	23.40
2025-08-13	13F	State Board Of Administration Of Florida Retirement System		3,081	111.03	752	155.78
2025-08-14	13F	Verition Fund Management LLC		9,169	238.46	2,239	309.89
2025-08-07	13F	Guidance Capital, Inc		2,094	2.65	474	15.05
2025-07-28	NP	RWJ - Invesco S&P SmallCap 600 Revenue ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		2,498	11.62	585	14.93
2025-08-13	13F	Quantbot Technologies LP		7,240	7.98	1,768	30.70
2025-08-14	13F/A	Barclays Plc		15,174	54.69	4	200.00
2025-08-14	13F	Sei Investments Co		11,162	51.10	2,723	82.87
2025-08-14	13F	UBS Group AG		109,107	94.98	26,640	136.01
2025-08-27	NP	PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I		6,540	0.77	1,597	21.93
2025-08-13	13F	De Lisle Partners LLP		81,602	2.26	19,935	23.72
2025-08-27	NP	RYRUX - Russell 2000 2x Strategy Fund A-Class Shares		38	2.70	9	28.57
2025-08-12	13F	Personal Cfo Solutions, Llc		980		239
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		976	11.80	204	-15.06
2025-08-26	NP	NVSOX - Wells Fargo Disciplined Small Cap Fund Administrator Class		1,632	272.60	398	352.27
2025-08-08	13F/A	Sterling Capital Management LLC		18	125.00	4	300.00
2025-08-27	NP	BBGSX - Bridge Builder Small/Mid Cap Growth Fund		1,563	10.77	382	34.15
2025-08-14	13F	Canada Pension Plan Investment Board		200		49
2025-08-28	NP	JOPPX - Johnson Opportunity Fund		9,000		2,197
2025-08-14	13F	T. Rowe Price Investment Management, Inc.		33,455		8
2025-08-12	13F	Proequities, Inc.		0		0
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		367	6.69	77	-19.15
2025-08-14	13F	EVR Research LP		20,634	39.20	5,038	68.52
2025-08-12	13F	LPL Financial LLC		16,260	14.91	3,970	40.63
2025-08-14	13F	Deerfield Management Company, L.p. (series C)		1,517		370
2025-08-26	NP	Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF		72		18
2025-08-19	13F	Cim, Llc		2,065	96.48	504	138.86
2025-07-24	NP	ONEQ - Fidelity Nasdaq Composite Index Tracking Stock This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		2,699	0.37	632	3.44
2025-06-26	NP	FSMD - Fidelity Small-Mid Factor 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		6,474	126.52	1,350	72.19
2025-08-26	NP	NSIDX - Northern Small Cap Index Fund		3,479	5.36	849	27.48
2025-08-29	NP	JAEWX - Small Cap Index Trust NAV		1,442	2.63	352	24.38
2025-08-29	NP	JAFEX - Total Stock Market Index Trust NAV		129	4.03	31	24.00
2025-08-14	13F	Comerica Bank		2,972	3.84	726	25.65
2025-06-25	NP	EKGAX - Wells Fargo Global Small Cap Fund (f/k/a Wells Fargo Global Opportunities Fund) Class A		1,461		305
2025-08-11	13F	Vanguard Group Inc		524,038	0.36	127,949	21.48
2025-08-08	13F	Geode Capital Management, Llc		186,090	3.28	45,441	25.01
2025-08-14	13F	Voya Investment Management Llc		2,053	4.53	501	26.52
2025-07-24	13F	Us Bancorp \de\		2,182	4.85	533	26.97
2025-08-27	NP	Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A		22,589	3.60	5,515	25.40
2025-06-26	NP	ISCG - iShares Morningstar Small-Cap Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		2,066	5.57	431	-19.93
2025-05-29	NP	CSF - VictoryShares US Discovery Enhanced Volatility Wtd ETF		186	15.53	38	-5.13
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		1,423	19.78	297	-9.20
2025-06-26	NP	DFVEX - U.s. Vector Equity Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		2,706	1,612.66	564	1,211.63
2025-08-26	NP	IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV		1,528	3.31	373	25.17
2025-08-15	NP	PENNX - Royce Pennsylvania Mutual Fund Investment Class		3,100		757
2025-08-22	NP	VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class		391	9.83	95	33.80
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		705	15.01	172	39.84
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A		5,384	0.54	1,315	21.67
2025-03-31	NP	FSLCX - Fidelity Small Cap 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		10,300		2,829
2025-07-16	13F	Signaturefd, Llc		117	28.57	29	55.56
2025-08-11	13F	Portside Wealth Group, LLC		2,209	3.81	539	25.64
2025-08-14	13F	Janus Henderson Group Plc		26,022	26.96	6,358	55.66
2025-08-14	13F	Bnp Paribas Arbitrage, Sa		15,215	30.81	3,715	58.31
2025-08-08	13F	Atlantic Trust, LLC		1		0
2025-06-27	NP	RSSL - Global X Russell 2000 ETF		4,415	6.62	921	-19.09
2025-08-01	13F	Motley Fool Wealth Management, LLC		21,273		5,194
2025-06-30	NP	CSMVX - Congress Small Cap Growth Fund Retail Class		140,000	7.69	29,196	-18.23
2025-08-11	13F	Principal Securities, Inc.		1,666	275.23	407	275.93
2025-07-28	NP	MCSCX - M3Sixty Small Cap Growth Fund Institutional Class Shares		709	21.82	166	25.76
2025-08-14	13F	Point72 (DIFC) Ltd		291	12.79	71	34.62
2025-08-13	13F	EverSource Wealth Advisors, LLC		74	825.00	18	1,700.00
2025-08-01	13F	Bessemer Group Inc		105,354	18.71	26	47.06
2025-08-08	13F	Police & Firemen's Retirement System of New Jersey		1,679	7.84	410	30.25
2025-04-28	NP	LRSCX - Small-Cap Value Series Class A		16,202	25.18	3,687	-11.77
2025-08-14	13F	Point72 Asset Management, L.P.		1,118		273
2025-08-14	13F	Balyasny Asset Management Llc		16,146	77.76	3,942	115.17
2025-08-12	13F	Franklin Resources Inc		169,877	29.13	41,477	56.30
2025-08-14	13F	Price T Rowe Associates Inc /md/		176,978	1.14	43	22.86
2025-08-12	13F	Trexquant Investment LP		5,335	7.11	1,303	29.68
2025-07-30	NP	ALIL - Argent Focused Small Cap ETF		536		126
2025-08-12	13F	AltraVue Capital, LLC		150,676	3.01	36,789	24.69
2025-07-25	13F	Yousif Capital Management, Llc		2,775	0.25	678	21.33
2025-04-01	NP	SAWS - AAM SAWGRASS U.S. SMALL CAP QUALITY GROWTH ETF		75	10.29	21	11.11
2025-08-14	13F/A	Rockefeller Capital Management L.P.		74,912	75.98	18,291	113.02
2025-07-24	NP	RKSAX - Rockefeller US Small Cap Core Fund Class A		8,888	71.98	2,082	76.96
2025-08-28	NP	DTSVX - Small Company Value Portfolio Investment Class		495	19.28	121	44.58
2025-06-26	NP	DXUV - Dimensional US Vector Equity ETF		158		33
2025-08-08	13F	Tortoise Investment Management, LLC		12		3
2025-06-18	NP	NWSAX - Nationwide Small Company Growth Fund Class A		5,561	94.30	1,160	47.46
2025-03-31	NP	BIVIX - Invenomic Fund Institutional Class shares		0	-100.00	0	-100.00
2025-08-14	13F	Royal Bank Of Canada		104,014	10.69	25,397	33.99
2025-06-24	NP	Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF		49		10
2025-04-25	NP	VFMO - Vanguard U.S. Momentum Factor 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		3,200	67.71	728	18.18
2025-08-15	13F	Tower Research Capital LLC (TRC)		918	131.23	224	180.00
2025-06-27	NP	AACRX - Strategic Allocation: Conservative Fund R Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		127	44.32	26	8.33
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		73,575	2.78	15,343	-21.96
2025-08-14	13F	Catalyst Financial Partners Llc		26,460	0.01	6,460	21.06
2025-08-13	13F	New York State Common Retirement Fund		102,888	9.46	25	38.89
2025-08-27	NP	BCSIX - The Brown Capital Management Small Company Fund Investor Shares		50,394	8.16	12,304	30.92
2025-06-27	NP	AAARX - Strategic Allocation: Aggressive Fund R Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		600	39.86	125	6.84
2025-06-24	NP	BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF		2,606	11.51	543	-15.29
2025-08-28	NP	TPSC - Timothy Plan US Small Cap Core ETF		1,274	48.66	311	80.81
2025-08-08	13F	Commonwealth Of Pennsylvania Public School Empls Retrmt Sys		1,880	7.74	459	30.77
2025-08-08	13F	Larson Financial Group LLC		5		1
2025-08-14	13F	Cubist Systematic Strategies, LLC		53,442	254.48	13,048	329.21
2025-08-29	NP	DHSCX - Diamond Hill Small Cap Fund Class A		13,920	11.50	3,399	34.95
2025-08-28	NP	SPWIX - Simt Small Cap Growth Fund Class I		2,776	64.16	678	98.53
2025-08-29	NP	QSML - WisdomTree U.S. SmallCap Quality Growth Fund		99	19.28	24	50.00
2025-07-14	13F	HealthInvest Partners AB		21,886	2.95	5,344	24.60
2025-08-13	13F	First Trust Advisors Lp		14,883	56.70	3,634	89.71
2025-08-26	NP	EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB		8,757	3.78	2,138	25.62
2025-08-28	NP	IWO - iShares Russell 2000 Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		65,929	1.86	16,097	23.30
2025-08-13	13F	Level Four Advisory Services, Llc		7,800	9.69	1,904	32.78
2025-08-14	13F	Weiss Asset Management LP		4,214		1,029
2025-08-14	13F	Fmr Llc		1,622	25.44	396	51.92
2025-08-14	13F/A	Skopos Labs, Inc.		30	150.00	7	250.00
2025-08-13	13F	Jump Financial, LLC		16,503	75.58	4,029	112.61
2025-08-27	NP	RYMKX - Russell 2000 1.5x Strategy Fund Class H		11	10.00	3	0.00
2025-08-14	13F	LaSalle St. Investment Advisors, LLC		1,002		0
2025-08-20	NP	WALSX - Wasatch Long/Short Alpha Fund Investor Class Shares This fund is a listed as child fund of Wasatch Advisors 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		5,346	24.38	1,305	50.69
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		235,140	2.42	57,412	23.97
2025-08-26	NP	FTHI - First Trust BuyWrite Income 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		5,751		1,404
2025-08-13	13F	Quadrature Capital Ltd		4,153		1,014
2025-08-26	NP	EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB		1,219	9.03	298	32.00
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		2,190	3.20	457	-21.65
2025-08-14	13F	Legato Capital Management LLC		37,785	0.16	9,226	21.24
2025-07-25	13F	Montrusco Bolton Investments Inc.		38,859		9,488
2025-06-27	NP	SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1		825	2.48	172	-22.17
2025-06-27	NP	TWSMX - Strategic Allocation: Moderate Fund Investor Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		499	40.56	104	7.22
2025-08-14	13F	Voloridge Investment Management, Llc		61,077	96.93	14,913	138.36
2025-08-14	13F	Alliance Wealth Advisors, LLC /UT		3,093	0.16	755	21.38
2025-07-29	NP	ISMD - Inspire Small/Mid Cap Impact ETF		1,755	12.50	411	15.77
2025-08-14	13F	Aster Capital Management (DIFC) Ltd		44		11
2025-08-13	13F	Brown Capital Management Llc		170,811	11.41	41,705	34.86
2025-08-13	13F	Twin Peaks Wealth Advisors, LLC		9		2
2025-08-21	NP	MXISX - Great-West S&P Small Cap 600 Index Fund Investor Class		5,371	0.60	1,311	21.84
2025-08-14	13F	Keebeck Wealth Management, LLC		1,829		447
2025-08-06	13F	Fox Run Management, L.l.c.		4,820		1,177
2025-08-11	13F	Nomura Asset Management Co Ltd		0		0
2025-08-05	13F	Geneva Capital Management Llc		84,035	6.02	20,518	28.33
2025-08-14	13F	Ubs Asset Management Americas Inc		19,427	51.11	4,743	82.92
2025-07-14	13F	Park Avenue Securities Llc		3,045	8.98	1
2025-08-15	NP	Royce Value Trust Inc		4,320	70.62	1,055	57.78
2025-08-22	NP	DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A		1,154	5.29	282	27.15
2025-07-11	13F/A	Umb Bank N A/mo		23	109.09	6	150.00
2025-07-11	13F	Annex Advisory Services, LLC		118,593	12.64	28,956	36.34
2025-07-18	13F	Mountain Pacific Investment Advisers Inc/id		98,910	4.58	24,150	26.59
2025-08-14	13F	Diversify Wealth Management, Llc		4,024	22.05	884	26.83
2025-08-26	NP	GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional		668		163
2025-05-20	NP	FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF		418	16.11	84	-4.55
2025-06-26	NP	DVRAX - MFS Global Alternative Strategy Fund A		207	61.72	43	22.86
2025-07-29	13F	Morgan Dempsey Capital Management Llc		1,344	41.77	328	71.73
2025-08-13	13F	Arizona State Retirement System		2,242	2.42	547	24.04
2025-05-29	NP	CSA - VictoryShares US Small Cap Volatility Wtd ETF		146	1.39	29	-17.14
2025-08-08	13F	Pnc Financial Services Group, Inc.		173	179.03	42	250.00
2025-08-05	13F	Simplex Trading, Llc		337	6,640.00	0
2025-04-29	NP	WPGHX - WPG Partners Select Hedged Fund Institutional	Short	-1,765		-402
2025-06-26	NP	DFAU - Dimensional US Core Equity Market ETF		1,313	16.40	274	-11.65
2025-08-15	13F	Kestra Advisory Services, LLC		977		239
2025-07-25	NP	BRSDX - MFS Blended Research Small Cap Equity Fund A		3,978	0.53	932	3.44
2025-08-14	13F	Raymond James Financial Inc		42,336	2.89	10,337	24.55
2025-08-22	NP	VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class		160	5.26	39	30.00
2025-08-14	13F	Susquehanna International Group, Llp	Call	2,200	22.22	537	47.93
2025-08-18	13F	Ashford Capital Management Inc		70,790		17,284
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		39,782	0.64	9,317	3.56
2025-08-08	13F	Calamos Advisors LLC		3,921	91.27	957	131.72
2025-07-28	NP	AVSC - Avantis U.S. Small Cap Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		14,630	4.05	3,426	7.06
2025-08-12	13F	Entropy Technologies, LP		1,000		244
2025-08-13	13F	Jackson Creek Investment Advisors LLC		1,581		0
2025-08-14	13F	Diversify Advisory Services, LLC		1,398	25.83	307	30.64
2025-03-31	NP	VEXPX - VANGUARD EXPLORER 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		21,164	16.30	5,813	19.64
2025-08-25	NP	QWVOX - Clearwater Small Companies Fund		5,438	3,431.17	1,328	3,486.49
2025-04-17	NP	FLSPX - SPECTRUM FUND Retail Class	Short	-1,069		-216
2025-08-12	13F	Charles Schwab Investment Management Inc		72,065	6.70	17,595	29.16
2025-08-14	13F	Brevan Howard Capital Management LP		4,678		1,142
2025-08-14	13F	Wells Fargo & Company/mn		10,935	9.86	2,670	32.98
2025-07-28	NP	VCSLX - Small Cap Index Fund		2,838	2.31	665	5.23
2025-07-14	13F	Argent Capital Management Llc		1,922	12.07	469	35.94
2025-08-05	13F	Bank Of Montreal /can/		1,226	6.70	299	29.44
2025-08-12	13F	Steward Partners Investment Advisory, Llc		14	40.00	3	50.00
2025-08-19	13F	Ranger Investment Management, L.P.		38,470	22.55	9,393	48.35
2025-08-28	NP	SEIS - SEI Select Small Cap ETF		2,295		560
2025-08-29	NP	JAFVX - Strategic Equity Allocation Trust Series NAV		1,117	7.40	273	30.14
2025-08-14	13F	Scott Marsh Financial, LLC		2,387		583
2025-07-29	NP	TMFS - MFAM Small-Cap Growth ETF		11,629	33.31	2,724	37.18
2025-08-08	13F	Principal Financial Group Inc		42,022	4.34	10,260	26.31
2025-06-03	13F/A	First National Bank Of Omaha		10,133		2,044
2025-08-20	NP	NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II		1,414	9.61	345	32.69
2025-07-11	13F	Farther Finance Advisors, LLC		1,519	28.08	371	53.53
2025-07-09	13F	Massmutual Trust Co Fsb/adv		13	225.00	3
2025-08-12	13F	Rhumbline Advisers		21,489	7.34	5,247	29.92
2025-07-23	NP	CFSLX - Column Small Cap Fund		3,749	3.59	878	6.68
2025-08-27	NP	Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A		2,717	4.14	663	26.05
2025-06-26	NP	DFAS - Dimensional U.S. Small Cap ETF		20,087	0.25	4,189	-23.90
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		3,860	20.85	904	24.52
2025-08-06	13F	BNP Paribas Asset Management Holding S.A.		80		0
2025-08-13	13F	Bridge City Capital, LLC		26,406	6.10	6,447	28.43
2025-08-14	13F	Stifel Financial Corp		12,590	3.13	3,074	24.82
2025-06-26	NP	ETTOX - E*TRADE No Fee Total Market Index Fund		2		0
2025-08-15	NP	PSC - Principal U.S. Small-Cap Multi-Factor Index ETF		5,686	46.62	1,388	77.49
2025-06-20	NP	JSMD - Janus Henderson Small/Mid Cap Growth Alpha ETF		8,234	0.81	1,717	-23.45
2025-08-20	NP	RUSC - U.S. Small Cap Equity Active ETF		267		65
2025-08-13	13F	Gibbs Wealth Management		3,385		826
2025-08-14	13F	Mariner, LLC		2,752	103.85	672	146.69
2025-08-14	13F	Arete Wealth Advisors, LLC		902		0

UFPT / UFP Technologies, Inc. - Kepemilikan Institusional - Pembeli

Kepemilikan Institusional dan Dana - Pembeli

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