UI / Ubiquiti Inc. - Kepemilikan Institusional - Pembeli

Ubiquiti Inc.
US ˙ NYSE ˙ US90353W1036

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Ubiquiti Inc. meliputi Long Walk Management Lp, TRPWX - TIAA-CREF Mid-Cap Growth Fund Institutional Class, GSLC - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF, Kingsview Wealth Management, LLC, GSEW - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF, MVFD - Monarch Volume Factor Dividend Tree Index ETF, Daymark Wealth Partners, Llc, Private Advisory Group LLC, Convergence Financial, LLC, CZMVX - Multi-Manager Value Strategies Fund Institutional Class, Employees Retirement System of Texas, Symphony Financial, Ltd. Co., Catalyst Funds Management Pty Ltd, Baron Wealth Management LLC, RHS Financial, LLC, Readystate Asset Management Lp, SEIQ - SEI Enhanced U.S. Large Cap Quality Factor ETF, KVLE - KFA Value Line(R) Dynamic Core Equity Index ETF, Krane Funds Advisors LLC, dan Atria Wealth Solutions, 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.

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)		 Saham Δ Saham
(%)		 Dilaporkan
Nilai
($1000)		 Nilai Δ
(%)		 Alokasi Port
(%)
2025-07-22 13F Valeo Financial Advisors, LLC 1,025 2.50 422 35.81
2025-07-25 13F Cwm, Llc 2,699 6.55 1
2025-05-30 NP LQPE - PEO AlphaQuest(TM) Thematic PE ETF 191 59
2025-07-29 NP LONAX - Longboard Alternative Growth Fund Class A 374 148
2025-08-12 13F North Star Asset Management Inc 500 206
2025-08-12 13F O'shaughnessy Asset Management, Llc 17,402 75.21 7,164 132.56
2025-08-22 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 4,032 210.87 1,660 312.69
2025-08-14 13F Mml Investors Services, Llc 2,260 9.02 1
2025-08-28 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 27,636 151.67 11,376 234.10
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 1,237 9.66 489 26.75
2025-08-28 NP KVLE - KFA Value Line(R) Dynamic Core Equity Index ETF 728 300
2025-08-14 13F Schonfeld Strategic Advisors LLC 2,643 1,088
2025-08-14 13F Citadel Advisors Llc 15,018 6,182
2025-08-29 NP SPXUX - WisdomTree 500 Digital Fund N/A 5 150.00 2
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 70 45.83 29 100.00
2025-08-28 NP STMSX - Simt Tax-managed Small/mid Cap Fund Class F 597 246
2025-05-27 NP GVIZX - Value Equity Index Fund Investor 85 466.67 26 550.00
2025-08-06 13F Penserra Capital Management LLC 23 0
2025-08-25 NP PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 12 140.00 5 300.00
2025-08-12 13F AIMZ Investment Advisors, LLC 525 216
2025-08-14 13F Long Walk Management Lp 69,185 28,480
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 2,086 0.48 825 16.22
2025-08-28 NP HSGFX - Hussman Strategic Growth Fund 16,000 33.33 6,586 77.00
2025-08-14 13F Bank Of America Corp /de/ 16,220 5.64 6,677 40.22
2025-08-07 13F Allen Investment Management LLC 616 254
2025-08-26 NP GEIZX - Growth Equity Index Fund Investor 44 175.00 18 350.00
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 86 160.61 35 250.00
2025-07-28 NP VCULX - Growth Fund 37 15
2025-08-12 13F Change Path, LLC 1,085 37.52 447 82.79
2025-08-14 13F Point72 Hong Kong Ltd 1,915 410.67 788 579.31
2025-08-13 13F Northwestern Mutual Wealth Management Co 1,057 27.97 435 69.92
2025-08-12 13F Global Retirement Partners, LLC 15 50.00 6 100.00
2025-07-25 NP AFLG - First Trust Active Factor Large Cap ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,056 504.71 813 600.00
2025-08-20 NP AQRNX - AQR Multi-Asset Fund Class N Short -168 -69
2025-05-15 13F CAPROCK Group, Inc. 1,202 10.78 373 3.33
2025-07-11 13F TrimTabs Asset Management, LLC 33,302 0.56 13,709 33.48
2025-08-14 13F Tudor Investment Corp Et Al 856 352
2025-08-14 13F Vident Advisory, LLC 932 42.51 384 89.60
2025-08-14 NP FLSPX - SPECTRUM FUND Retail Class 388 53.36 160 103.85
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 1,008 3.70 415 37.54
2025-08-12 13F Axq Capital, Lp 1,928 98.35 794 163.46
2025-08-20 NP QLFIX - AQR LSE Fusion Fund Class I Short -53 -22
2025-08-15 13F Captrust Financial Advisors 952 16.81 392 55.16
2025-08-13 13F Mackenzie Financial Corp 789 325
2025-05-05 13F Lindbrook Capital, Llc 374 73.95 116 61.97
2025-08-12 13F Deutsche Bank Ag\ 5,068 10.56 2,086 46.80
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 3 1
2025-08-12 13F Coldstream Capital Management Inc 574 889.66 236 1,288.24
2025-07-10 13F Wedmont Private Capital 697 4.65 281 36.59
2025-08-12 13F Handelsbanken Fonder AB 1,300 1
2025-07-28 NP SPUSX - Symmetry Panoramic US Equity Fund Class I Shares 746 295
2025-08-14 13F Treasurer of the State of North Carolina 20,234 142.82 8 300.00
2025-08-12 13F Pathstone Holdings, LLC 2,092 22.84 861 63.69
2025-08-13 13F Renaissance Technologies Llc 226,864 9.72 93,389 45.63
2025-07-29 NP SXQG - 6 Meridian Quality Growth ETF 58 23
2025-07-29 NP MVFD - Monarch Volume Factor Dividend Tree Index ETF 5,581 2,206
2025-08-13 13F bLong Financial, LLC 500 206
2025-08-12 13F American Century Companies Inc 8,456 54.56 3,481 105.19
2025-08-13 13F Jones Financial Companies Lllp 217 13.61 87 47.46
2025-07-17 13F Raleigh Capital Management Inc. 451 24.93 186 66.67
2025-08-20 NP QSPIX - AQR Style Premia Alternative Fund Class I 5,371 34.58 2,211 78.66
2025-08-04 13F Assetmark, Inc 3,455 4.25 1,422 38.46
2025-08-08 13F Tortoise Investment Management, LLC 5 2
2025-05-27 NP SMMD - iShares Russell 2500 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 933 1.97 289 -4.62
2025-08-26 NP IRMAX - Voya RussellTM Mid Cap Index Portfolio Class ADV 344 2.99 142 36.89
2025-07-25 NP PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 47 56.67 19 80.00
2025-07-30 13F Bogart Wealth, LLC 2 1
2025-07-22 13F Iron Horse Wealth Management, LLC 132 54
2025-07-25 13F JustInvest LLC 1,317 72.83 543 129.66
2025-08-07 13F Readystate Asset Management Lp 800 329
2025-08-01 13F Envestnet Asset Management Inc 8,672 15.00 3,570 52.65
2025-08-15 13F Harvest Fund Management Co., Ltd 4,178 7.93 1 0.00
2025-08-14 13F Aquatic Capital Management LLC 2,000 632.60 823 879.76
2025-07-28 NP AVLVX - Avantis U.S. Large Cap Value Fund Institutional Class 315 27.02 125 47.62
2025-07-29 13F Stratos Wealth Partners, LTD. 632 260
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 2,298 8.91 908 26.11
2025-08-27 13F/A Squarepoint Ops LLC 39,919 41.90 16,433 88.35
2025-07-25 NP CZMVX - Multi-Manager Value Strategies Fund Institutional Class 1,434 567
2025-08-04 13F Amalgamated Bank 373 42.37 0
2025-08-04 13F Hantz Financial Services, Inc. 4 100.00 0
2025-07-31 13F CVA Family Office, LLC 34 3.03 14 30.00
2025-08-14 13F Occudo Quantitative Strategies Lp 3,674 290.44 1,512 419.59
2025-07-30 13F LifeWealth Investments, LLC 540 222
2025-05-01 13F Quest 10 Wealth Builders, Inc. 27 42.11 8 33.33
2025-07-24 13F Monument Capital Management 8,387 578.01 3,453 801.31
2025-06-18 NP RSEAX - U.S. Strategic Equity Fund Class A 2,971 105.18 970 65.92
2025-08-14 13F Engineers Gate Manager LP 9,711 78.61 3,998 137.07
2025-08-15 13F Caxton Associates Llp 11,800 98.42 4,857 163.39
2025-08-14 13F Manufacturers Life Insurance Company, The 1,062 3.61 437 37.85
2025-07-23 13F Absher Wealth Management, Llc 507 209
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 0 -100.00 0 -100.00
2025-08-27 NP OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 120 49
2025-08-13 13F Arrowstreet Capital, Limited Partnership 111,216 24.03 45,782 64.63
2025-08-18 13F/A National Bank Of Canada /fi/ 370 8.50 152 44.76
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-28 NP SPGIX - Simt Large Cap Growth Fund Class I 1,382 204.41 569 305.71
2025-08-12 13F Proequities, Inc. 0 0
2025-07-25 13F Sequoia Financial Advisors, LLC 563 232
2025-08-11 13F Delta Asset Management Llc/tn 913 0.11 376 33.33
2025-07-31 13F Nisa Investment Advisors, Llc 7,603 57.58 3,130 109.16
2025-07-17 13F Greenleaf Trust 552 227
2025-08-14 13F Gotham Asset Management, LLC 43,383 21.65 17,859 61.46
2025-08-08 13F SBI Securities Co., Ltd. 165 200.00 68 294.12
2025-08-20 NP QCFIX - AQR CVX Fusion Fund Class I Short -3 -1
2025-08-08 13F Hartland & Co., LLC 63 142.31 26 212.50
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 777 2.10 254 -17.59
2025-08-14 13F UBS Group AG 66,426 131.43 27,344 207.20
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 674 220
2025-08-13 13F State Board Of Administration Of Florida Retirement System 4,785 19.62 1,970 58.79
2025-08-20 NP QHFRX - AQR MS Fusion HV Fund Class R6 Short -90 -37
2025-08-14 13F Fiduciary Trust Co 500 206
2025-08-20 NP QMHIX - AQR Managed Futures Strategy HV Fund Class I Short -1,404 104.07 -578 170.89
2025-08-26 NP XOVR - ERShares Entrepreneur 30 ETF 23,056 1.33 9,491 34.51
2025-08-14 13F Quantinno Capital Management LP 8,618 18.89 3,548 57.78
2025-07-17 13F One Wealth Advisors, LLC 531 219
2025-06-30 NP COWG - Pacer US Large Cap Cash Cows Growth Leaders ETF 126,874 47.57 41,418 19.38
2025-07-28 NP SPGEX - Symmetry Panoramic Global Equity Fund Class I Shares 484 18.34 191 324.44
2025-08-14 13F/A Barclays Plc 21,515 212.35 9 300.00
2025-07-30 13F Financial Perspectives, Inc 206 21.89 85 61.54
2025-08-11 13F Brown Brothers Harriman & Co 16 7
2025-08-14 13F/A Skopos Labs, Inc. 185 98.92 76 171.43
2025-08-13 13F Invesco Ltd. 13,564 2.25 5,584 35.71
2025-08-13 13F Kilter Group LLC 6 2
2025-07-25 13F Atria Wealth Solutions, Inc. 600 247
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 171 3.64 56 -16.67
2025-08-26 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 15,924 135.70 6,555 212.89
2025-08-07 13F Meeder Asset Management Inc 3,895 3.59 1,603 37.48
2025-08-08 13F Cetera Investment Advisers 757 312
2025-08-12 13F Advisors Asset Management, Inc. 46 70.37 19 125.00
2025-08-14 13F Jane Street Group, Llc 29,974 117.71 12,339 188.95
2025-08-12 13F MAI Capital Management 30 650.00 12 1,100.00
2025-07-15 13F Accurate Wealth Management, LLC 529 211
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 930 9.15 368 26.12
2025-08-14 13F Canada Pension Plan Investment Board 900 28.57 370 70.51
2025-08-26 NP IRGJX - Voya RussellTM Mid Cap Growth Index Portfolio Class I 1,376 142.68 566 223.43
2025-08-12 13F Legal & General Group Plc 792 23.17 326 63.82
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 14,284 1.61 5,880 34.89
2025-07-25 NP XPND - First Trust Expanded Technology 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 179 71
2025-08-05 13F Westside Investment Management, Inc. 51 21
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 39 16
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 469 185
2025-08-12 13F LPL Financial LLC 5,184 6.38 2,134 41.23
2025-06-25 NP RECS - Columbia Research Enhanced Core ETF 223 45.75 73 18.03
2025-08-26 NP NOLCX - Northern Large Cap Core Fund 885 6,707.69 364 9,000.00
2025-08-05 13F Hussman Strategic Advisors, Inc. 16,800 33.33 6,916 76.99
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 689 15.03 225 -7.05
2025-08-13 13F Quantbot Technologies LP 6,762 67.25 2,784 122.11
2025-08-20 NP AMOMX - AQR Large Cap Momentum Style Fund Class I 4,147 26.36 1,707 67.85
2025-08-14 13F Royal Bank Of Canada 18,133 34.10 7,464 78.01
2025-08-14 13F Qube Research & Technologies Ltd 53,158 380.37 21,882 537.59
2025-08-11 13F Principal Securities, Inc. 304 32.75 125 64.47
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 23,098 0.61 9,130 16.39
2025-08-20 NP QMFNX - AQR MS Fusion Fund Class N Short -82 -34
2025-08-14 13F Voya Investment Management Llc 1,829 68.57 753 123.81
2025-08-28 NP TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 92 113.95 38 184.62
2025-07-16 13F Signaturefd, Llc 373 21.10 154 61.05
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 31 416.67 13 1,100.00
2025-08-14 13F Janus Henderson Group Plc 528 217
2025-08-08 13F Geode Capital Management, Llc 70,152 4.61 28,886 38.84
2025-03-31 NP VYM - Vanguard High Dividend Yield 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 17,312 1.64 6,986 54.39
2025-08-01 13F Bessemer Group Inc 709 7,777.78 0
2025-06-05 NP GTTMX - Quantitative U.S. Total Market Equity Portfolio Short -320 -104
2025-08-14 13F Susquehanna International Group, Llp 809 333
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 0 -100.00 0 -100.00
2025-08-14 13F Xponance, Inc. 869 358
2025-07-25 13F CBOE Vest Financial, LLC 875 1.86 360 35.34
2025-08-14 13F Point72 (DIFC) Ltd 1,262 213.15 520 315.20
2025-08-14 13F Summit Trail Advisors, Llc 558 230
2025-08-20 NP QCELX - AQR Large Cap Multi-Style Fund Class I 24,857 31.69 10,232 74.82
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 824 143.07 339 222.86
2025-08-14 13F Balyasny Asset Management Llc 1,066 53.82 439 104.67
2025-08-26 NP FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 137 56
2025-06-26 NP JHML - John Hancock Multifactor Large Cap ETF 196 33.33 64 6.78
2025-07-18 13F Truist Financial Corp 1,472 16.64 606 54.73
2025-08-11 13F Vanguard Group Inc 86,279 3.08 35,517 36.82
2025-08-07 13F Private Advisory Group LLC 2,527 1,040
2025-07-22 NP GSLC - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 21,770 8,605
2025-08-28 NP SEIQ - SEI Enhanced U.S. Large Cap Quality Factor ETF 786 324
2025-08-12 13F Zacks Investment Management 45,607 1.32 18,774 34.48
2025-08-12 13F Trexquant Investment LP 15,676 6,453
2025-08-08 13F Larson Financial Group LLC 9 80.00 4 200.00
2025-08-29 NP EPS - WisdomTree U.S. LargeCap Fund N/A 1,054 1.44 434 34.47
2025-07-30 NP SMIZ - Zacks Small/Mid Cap ETF 1,264 4.72 500 21.12
2025-08-04 13F Atria Investments Llc 569 234
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 568 14.75 185 -7.04
2025-06-25 NP BKLC - BNY Mellon US Large Cap Core Equity ETF 166 54
2025-08-26 NP RBCGX - Reynolds Blue Chip Growth Fund 250 150.00 103 209.09
2025-07-29 NP PTL - Inspire 500 ETF 1,356 18.32 536 37.08
2025-07-09 13F Baron Wealth Management LLC 927 382
2025-08-08 13F Vestcor Inc 6,460 184.58 3
2025-08-12 13F Willis Investment Counsel 4,945 90.05 2,036 152.48
2025-08-19 13F Advisory Services Network, LLC 1,429 13.23 622 59.08
2025-08-15 13F CI Private Wealth, LLC 3,511 422.47 1,445 594.71
2025-06-24 NP JMOM - JPMorgan U.S. Momentum Factor ETF 4,876 127.74 1,592 84.36
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 3,033 0.53 1,249 33.48
2025-08-07 13F Sierra Ocean, Llc 24 10
2025-07-22 NP GSEW - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 6,842 2,705
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 2,203 8.20 719 -12.42
2025-08-08 13F SG Americas Securities, LLC 1,617 208.59 1
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 183 3.39 60 -16.90
2025-07-31 13F Quest Partners LLC 579 101.04 238 167.42
2025-06-24 NP JPME - JPMorgan Diversified Return U.S. Mid Cap Equity ETF 4,452 4.98 1,453 -15.08
2025-07-21 13F/A Abacus Planning Group, Inc. 515 212
2025-08-14 13F Cubist Systematic Strategies, LLC 11,317 130.68 4,659 206.25
2025-06-25 NP REVS - Columbia Research Enhanced Value ETF 22 4.76 7 -12.50
2025-07-21 13F Quent Capital, LLC 554 3.17 228 37.35
2025-07-14 13F AdvisorNet Financial, Inc 1 0
2025-08-13 13F Jump Financial, LLC 4,418 1,819
2025-07-30 NP GROZ - Zacks Focus Growth ETF 613 58.40 242 83.33
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 3 1
2025-08-14 13F Ambassador Advisors, LLC 9,307 0.87 3,831 33.90
2025-07-15 13F Main Street Group, LTD 100 41
2025-07-29 13F Activest Wealth Management 3 1
2025-08-12 13F Picton Mahoney Asset Management 1,964 1
2025-08-13 13F Northern Trust Corp 31,872 9.26 13,120 45.02
2025-07-22 13F Merit Financial Group, LLC 518 213
2025-08-13 13F GeoWealth Management, LLC 128 20.75 53 62.50
2025-08-15 13F Optimist Retirement Group LLC 836 7.87 344 43.33
2025-08-13 13F Employees Retirement System of Texas 1,356 1
2025-08-11 13F Krane Funds Advisors LLC 728 300
2025-08-13 13F Schroder Investment Management Group 5,595 175.62 2,303 266.14
2025-07-22 NP FSTBX - FEDERATED GLOBAL ALLOCATION 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 685 26.15 271 45.95
2025-08-18 13F Capital Impact Advisors, LLC 23,056 1.61 9,491 34.87
2025-08-14 13F Hilltop Holdings Inc. 1,002 41.33 412 88.13
2025-08-13 13F Norges Bank 2,850 1,173
2025-08-14 13F Aster Capital Management (DIFC) Ltd 103 42
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 128 30.61 42 5.13
2025-07-30 NP GDE - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 70 268.42 28 350.00
2025-08-29 13F Total Investment Management Inc 11 5
2025-07-14 13F GAMMA Investing LLC 159 20.45 65 62.50
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 7,489 5.63 3 50.00
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 7,894 2.02 3,120 18.05
2025-07-25 13F RHS Financial, LLC 809 333
2025-08-12 13F Catalyst Funds Management Pty Ltd 1,000 412
2025-08-06 13F Fox Run Management, L.l.c. 2,149 885
2025-08-11 13F United Capital Financial Advisers, Llc 490 202
2025-08-08 13F OmniStar Financial Group, Inc. 1,018 7.50 419 43.00
2025-06-25 NP TDVI - FT Vest Technology Dividend Target Income ETF 953 17.08 311 -5.18
2025-06-18 NP REBYX - U.S. Small Cap Equity Fund Class Y 479 156
2025-08-14 13F Knightsbridge Asset Management, Llc 600 247
2025-08-26 NP EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB 543 201.67 224 305.45
2025-08-06 13F Convergence Financial, LLC 2,281 939
2025-08-14 13F Goldman Sachs Group Inc 66,936 97.82 27,554 162.59
2025-08-29 NP DLN - WisdomTree U.S. LargeCap Dividend Fund N/A 4,449 3.25 1,831 37.05
2025-07-09 13F Pallas Capital Advisors LLC 1,143 67.35 471 122.75
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 6,184 8.43 2,444 25.46
2025-08-15 13F Morgan Stanley 107,863 55.90 44,403 106.93
2025-08-20 NP QRPNX - AQR Alternative Risk Premia Fund Class N 1,521 7.64 626 42.92
2025-08-22 NP PEPS - Parametric Equity Plus ETF 31 13
2025-08-14 13F Twinbeech Capital Lp 6,135 55.08 2,525 105.95
2025-08-14 13F Alliancebernstein L.p. 7,067 232.25 2,909 341.43
2025-07-24 13F Jfs Wealth Advisors, Llc 3 50.00 1
2025-08-04 13F Daymark Wealth Partners, Llc 3,395 1,398
2025-07-15 13F Public Employees Retirement System Of Ohio 1,307 1.95 538 35.52
2025-07-30 13F Cullen/frost Bankers, Inc. 94 1,075.00 39 1,800.00
2025-08-14 13F Capstone Investment Advisors, Llc 563 232
2025-08-11 13F Wealthspire Advisors, LLC 490 202
2025-08-14 13F Raymond James Financial Inc 5,392 8.56 2,220 44.09
2025-08-28 NP HSAFX - Hussman Strategic Allocation Fund 800 33.33 329 76.88
2025-06-26 NP TRPWX - TIAA-CREF Mid-Cap Growth Fund Institutional Class 25,650 8,373
2025-07-08 13F Parallel Advisors, LLC 743 2.20 306 35.56
2025-06-26 NP JHMM - John Hancock Multifactor Mid Cap ETF 2,037 0.15 665 -19.02
2025-07-25 13F Stephens Consulting, LLC 1 0
2025-08-13 13F MetLife Investment Management, LLC 262 67.95 108 122.92
2025-08-26 NP EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB 375 128.66 154 208.00
2025-08-06 13F True Wealth Design, LLC 38 18.75 16 66.67
2025-06-27 NP BIVIX - Invenomic Fund Institutional Class shares 0 -100.00 0 -100.00
2025-08-13 13F M&t Bank Corp 1,204 2.56 495 36.36
2025-08-15 13F Kestra Advisory Services, LLC 589 242
2025-08-26 NP FLQM - Franklin LibertyQ U.S. Mid Cap Equity ETF 1,232 528.57 507 789.47
2025-08-11 13F Symphony Financial, Ltd. Co. 1,235 508
2025-08-14 13F Diversify Advisory Services, LLC 1,305 44.20 620 111.60
2025-08-11 13F Citigroup Inc 19,133 3,052.06 7,876 4,089.36
2025-08-08 13F Kingsview Wealth Management, LLC 8,256 3,399
2025-07-28 NP AVLV - Avantis U.S. Large Cap Value 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 4,619 59.28 1,826 84.34
2025-08-07 13F Illinois Municipal Retirement Fund 7,549 310.27 3,108 445.09
2025-05-27 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 258 3.61 80 -2.44
2025-08-18 NP PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 154 9.22 63 46.51
2025-08-14 13F Mercer Global Advisors Inc /adv 1,408 20.75 580 60.39
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 10,783 6.96 4,262 23.75
2025-08-14 13F Two Sigma Investments, Lp 1,225 504
2025-06-20 NP ABFL - TrimTabs All Cap U.S. Free-Cash-Flow ETF 32,816 651.28 10,713 507.95
2025-07-25 NP SCHM - Schwab U.S. Mid-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 11,184 3.02 4,421 19.17
2025-08-12 13F Rhumbline Advisers 42,787 856.78 17,613 1,170.78
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 182 15.19 72 33.96
2025-07-28 NP AVUS - Avantis U.S. 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 1,724 67.38 681 94.02
2025-08-07 13F Allworth Financial LP 108 20.00 44 57.14
Other Listings
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