USPH / U.S. Physical Therapy, Inc. - Kepemilikan Institusional - Pembeli

U.S. Physical Therapy, Inc.
US ˙ NYSE ˙ US90337L1089

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di U.S. Physical Therapy, Inc. meliputi IWN - iShares Russell 2000 Value ETF, Sovereign's Capital Management, LLC, Susquehanna Portfolio Strategies, LLC, Integrated Quantitative Investments LLC, FISVX - Fidelity Small Cap Value Index Fund, Callan Family Office, LLC, Index Fund Advisors, Inc., CWC Advisors, LLC., Koshinski Asset Management, Inc., BBVSX - Bridge Builder Small/Mid Cap Value Fund, Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio, WSML - iShares MSCI World Small-Cap ETF, EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB, PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P, RUSC - U.S. Small Cap Equity Active ETF, PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I, DXUV - Dimensional US Vector Equity ETF, SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF, Barrow Hanley Mewhinney & Strauss Llc, dan Hantz Financial Services, 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
(%)
2025-08-27 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 482,821 1.73 37,757 9.94
2025-08-11 13F Covestor Ltd 7 75.00 0
2025-08-14 13F Mml Investors Services, Llc 22,274 7.23 2 0.00
2025-06-27 NP RSSL - Global X Russell 2000 ETF 9,082 6.65 646 -14.57
2025-08-13 13F Russell Investments Group, Ltd. 44,579 6.63 3,486 15.24
2025-08-12 13F Global Retirement Partners, LLC 73 19.67 6 0.00
2025-07-29 NP SSMAX - Siit Small Mid Cap Equity Fund - Class A 32,887 27.60 2,466 18.10
2025-08-14 13F Crawford Investment Counsel Inc 136,637 1.65 10,685 9.85
2025-08-14 13F Point72 Asia (Singapore) Pte. Ltd. 2,355 30.11 184 41.54
2025-08-12 13F Public Sector Pension Investment Board 51,820 8.21 4,052 16.94
2025-07-16 13F State of Alaska, Department of Revenue 9,039 8.07 1
2025-08-13 13F EverSource Wealth Advisors, LLC 279 1,228.57 22 2,000.00
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 4,443 1.60 316 -18.60
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 388 19.75 30 30.43
2025-07-14 13F Sowell Financial Services LLC 2,611 204
2025-08-14 13F Bank Of America Corp /de/ 179,006 4.34 13,998 12.76
2025-06-30 NP SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF 140 10
2025-07-09 13F Massmutual Trust Co Fsb/adv 22 144.44 2
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 17,415 0.07 1,362 8.10
2025-08-15 13F Morgan Stanley 1,047,905 5.27 81,946 13.76
2025-08-11 13F CBIZ Investment Advisory Services, LLC 364 12.35 28 21.74
2025-08-15 13F Captrust Financial Advisors 19,463 3.44 1,522 11.83
2025-07-29 13F Koshinski Asset Management, Inc. 2,885 226
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 11 1
2025-08-11 13F Integrated Quantitative Investments LLC 14,251 1,114
2025-07-15 13F Norden Group Llc 6,658 53.06 521 65.61
2025-08-14 13F CoreCap Advisors, LLC 154 185.19 12 300.00
2025-07-29 NP SECAX - SIIT Small Cap II Fund - Class A 9,640 24.53 723 15.15
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 151,530 3.33 10,775 -17.17
2025-08-11 13F HighTower Advisors, LLC 5,937 11.62 464 20.83
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 276 11.74 22 23.53
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 753 8.19 54 -13.11
2025-08-13 13F Jones Financial Companies Lllp 33 26.92 3 100.00
2025-08-07 13F Parkside Financial Bank & Trust 222 11,000.00 17
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 2,631 206
2025-03-31 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 8,638 42.10 766 57.29
2025-07-31 13F State of New Jersey Common Pension Fund D 24,979 11.05 1,953 20.04
2025-03-27 NP CAFG - Pacer US Small Cap Cash Cows Growth Leaders ETF 1,311 116
2025-08-04 13F Assetmark, Inc 570 35.71 45 46.67
2025-07-29 NP JISOX - New Opportunities Fund Class 1 52,628 31.18 3,947 21.42
2025-07-10 13F CWC Advisors, LLC. 3,208 251
2025-07-15 13F Td Private Client Wealth Llc 43 48.28 3 50.00
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 804 9.39 63 16.98
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 8 1
2025-08-13 13F Natixis Advisors, L.p. 22,252 25.63 2 0.00
2025-05-15 13F Texas Permanent School Fund 9,271 659
2025-08-26 NP TEXN - iShares Texas Equity ETF 30 2
2025-07-08 13F Nbc Securities, Inc. 8,750 4.67 1
2025-08-13 13F Kennedy Capital Management, Inc. 81,878 1.28 6,403 9.45
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 33,308 3.22 2,605 11.57
2025-08-01 13F Envestnet Asset Management Inc 346,160 9.38 27,070 18.20
2025-08-13 13F Hsbc Holdings Plc 5,319 410
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 2,685 210
2025-08-14 13F Susquehanna Portfolio Strategies, LLC 21,241 1,661
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 6,476 506
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 11,249 3.69 880 11.97
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 1,907 6.18 136 -15.09
2025-06-27 NP ESCQX - Embark Small Cap Equity Fund Retirement Class 22,044 35.54 1,568 8.67
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 5,317 11.49 378 -10.64
2025-08-01 13F Centerpoint Advisors, LLC 225 26.40 0
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 11,932 13.71 848 -8.82
2025-07-14 13F Park Avenue Securities Llc 6,154 0
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 4,153 341
2025-06-17 NP GSEQX - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 6,083 8.96 433 -12.73
2025-08-14 13F Snowden Capital Advisors LLC 5,600 3.61 438 11.20
2025-08-04 13F Hantz Financial Services, Inc. 71 0
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 1,092 82
2025-08-28 NP SLLAX - SIMT Small Cap Fund Class F 13,723 33.86 1,073 44.80
2025-08-28 NP IWN - iShares Russell 2000 Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 52,435 4,100
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 77 1.32 6 20.00
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 374 29
2025-08-25 NP PSGAX - Virtus KAR Small-Cap Growth Fund Class A 975,582 55.95 76,291 68.53
2025-08-05 13F Bank of New York Mellon Corp 131,556 4.94 10,288 13.41
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Proequities, Inc. 0 0
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 1,055 3.63 83 12.33
2025-07-24 13F Callan Family Office, LLC 5,415 423
2025-06-26 NP SMMV - iShares Edge MSCI Min Vol 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 1,773 2.07 126 -18.18
2025-08-20 NP RUSC - U.S. Small Cap Equity Active ETF 534 42
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 1,700 2.53 121 -18.37
2025-08-11 13F Vanguard Group Inc 1,074,253 0.37 84,007 8.47
2025-08-14 13F Ancora Advisors, LLC 13 1
2025-07-31 13F Nisa Investment Advisors, Llc 236 34.09 18 50.00
2025-07-29 NP CSMDX - Copeland SMID Cap Dividend Growth Fund Class I Shares 28,596 12.78 2,144 4.38
2025-08-11 13F GW&K Investment Management, LLC 420,203 22.01 33 33.33
2025-07-21 13F Copeland Capital Management, LLC 888,735 8.88 69,499 17.67
2025-07-07 13F Retirement Wealth Solutions LLC 192 3.23 15 15.38
2025-07-17 13F Wolff Wiese Magana Llc 71 65.12 6 66.67
2025-08-14 13F Price T Rowe Associates Inc /md/ 11,233 9.14 1
2025-08-08 13F Creative Planning 10,220 114.80 799 132.27
2025-08-14 13F Benjamin Edwards Inc 6,565 10.19 513 19.03
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 1,900 6.98 149 15.63
2025-08-04 13F Atria Investments Llc 7,868 3.94 615 12.43
2025-08-14 13F Alpine Peaks Capital, LP 86,934 3.57 6,798 11.94
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 2,873 6.49 204 -14.64
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 25,759 2.11 2,014 10.36
2025-08-14 13F/A Barclays Plc 30,992 52.56 2 100.00
2025-08-14 13F UBS Group AG 59,306 12.07 4,638 21.10
2025-08-14 13F Verition Fund Management LLC 6,022 471
2025-08-14 13F Fiduciary Trust Co 4,326 33.60 338 44.44
2025-08-12 13F Barrow Hanley Mewhinney & Strauss Llc 102 8
2025-08-12 13F Personal Cfo Solutions, Llc 6,703 15.79 524 25.36
2025-04-29 NP WPGHX - WPG Partners Select Hedged Fund Institutional 0 -100.00 0 -100.00
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 2,226 2.72 174 11.54
2025-08-08 13F Avantax Advisory Services, Inc. 7,947 14.35 621 23.71
2025-08-26 13F/A Thrivent Financial For Lutherans 11,171 0.75 1
2025-08-14 13F/A Rockefeller Capital Management L.P. 338,548 40.39 26,474 51.72
2025-08-08 13F/A Sterling Capital Management LLC 182 1,113.33 14 1,300.00
2025-08-14 13F Sei Investments Co 104,229 35.44 8,150 46.37
2025-08-11 13F WPG Advisers, LLC 62 14.81 5 33.33
2025-06-26 NP DFEOX - U.s. Core Equity 1 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 19,298 0.52 1,372 -19.44
2025-08-25 13F/A Neuberger Berman Group LLC 28,811 45.76 2,253 57.55
2025-08-14 13F Aqr Capital Management Llc 9,318 729
2025-07-16 13F True North Advisors, LLC 11,615 17.31 908 26.82
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 83,216 1.73 6,240 -5.84
2025-07-09 13F Harbor Capital Advisors, Inc. 22,079 30.04 2 0.00
2025-08-14 13F Sovereign's Capital Management, LLC 43,695 3,417
2025-08-14 13F/A Skopos Labs, Inc. 241 3,916.67 19
2025-08-12 13F SRS Capital Advisors, Inc. 1,168 5.51 91 13.75
2025-06-26 NP SOVF - Sovereign's Capital Flourish Fund 22,403 1,092.92 1,593 820.81
2025-08-12 13F MAI Capital Management 14 1
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 895 70
2025-08-12 13F Legal & General Group Plc 41,438 0.58 3,240 8.69
2025-08-12 13F Prudential Financial Inc 15,569 4.50 1,392 3.96
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 654 51
2025-06-26 NP DFFVX - U.S. Targeted Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 34,717 139.05 2,469 91.61
2025-08-14 13F Dark Forest Capital Management Lp 26,435 0.19 2,067 8.28
2025-08-14 13F Comerica Bank 8,700 6.34 680 15.06
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 1,413 14.60 110 23.60
2025-08-12 13F LPL Financial LLC 12,568 45.50 983 57.12
2025-04-18 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 1,262 204.83 102 155.00
2025-07-24 13F Ronald Blue Trust, Inc. 473 33.99 37 44.00
2025-08-01 13F Bessemer Group Inc 5,189 5.27 0
2025-07-29 NP NKMCX - North Square Kennedy MicroCap Fund Class I 1,806 81.33 135 68.75
2025-08-11 13F Principal Securities, Inc. 4,335 31.64 339 15.75
2025-08-28 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 3,236 165.46 253 187.50
2025-07-28 NP MCSCX - M3Sixty Small Cap Growth Fund Institutional Class Shares 1,628 7.74 122 0.00
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 1,603 4.29 114 -16.91
2025-08-14 13F Point72 Asset Management, L.P. 275,710 52.55 21,561 64.86
2025-08-08 13F Geode Capital Management, Llc 352,923 1.24 27,602 9.40
2025-08-11 13F Portside Wealth Group, LLC 6,316 78.62 494 93.33
2025-08-14 13F Voya Investment Management Llc 4,120 0.91 322 9.15
2025-07-28 NP HDG - ProShares Hedge Replication ETF 20 11.11 1 0.00
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 3,247 5.73 254 13.96
2025-07-30 NP SMIZ - Zacks Small/Mid Cap ETF 12,524 4.79 939 -3.00
2025-08-26 NP VIRTUS VARIABLE INSURANCE TRUST - Virtus KAR Small-Cap Growth Series Class A 30,467 60.89 2,383 73.87
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 62 0
2025-07-16 13F Signaturefd, Llc 266 322.22 21 400.00
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 324 4.85 25 13.64
2025-08-26 NP Profunds - Profund Vp Small-cap Growth 171 3.01 13 8.33
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 7,005 0.66 548 8.75
2025-08-15 13F CI Private Wealth, LLC 9,896 163.61 774 185.24
2025-06-26 NP SCUVX - Hartford Schroders US Small Cap Opportunities Fund Class A 41,265 9.93 2,934 -11.87
2025-07-25 13F Index Fund Advisors, Inc. 4,505 352
2025-08-15 13F Tower Research Capital LLC (TRC) 1,746 377.05 137 423.08
2025-08-14 13F Daiwa Securities Group Inc. 24,230 50.76 2 0.00
2025-08-14 13F Fmr Llc 165,853 1.28 12,970 9.45
2025-08-14 13F Royal Bank Of Canada 83,743 5.69 6,549 14.23
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 1,487,266 53.77 116,304 66.18
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 4,993 0.62 374 -6.97
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 4,547 6.02 356 14.52
2025-08-29 NP GWETX - AMG GW&K Small Cap Core Fund Class N 80,600 24.52 6,303 34.57
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 3,900 7.97 305 16.48
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 5 0
2025-08-13 13F Level Four Advisory Services, Llc 15,555 13.52 1,216 22.70
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 5,393 4.31 422 12.57
2025-08-13 13F First Trust Advisors Lp 10,725 3.72 839 12.03
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 28,246 3.62 2,118 -4.08
2025-08-19 13F State of Wyoming 1,575 85.29 123 101.64
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 11,171 0.75 874 8.85
2025-08-26 NP SCDV - Bahl & Gaynor Small Cap Dividend ETF 38,238 5.13 2,990 13.65
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 1,096 78
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 177 59.46 13 33.33
2025-08-28 NP SPSM - SPDR(R) Portfolio Small Cap 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 130,419 0.23 10,199 8.32
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 2,893 18.57 206 -5.09
2025-08-07 13F Commerce Bank 5,208 36.55 407 48.00
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 37,292 3.15 2,652 -17.34
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 297 21
2025-08-14 13F Stifel Financial Corp 68,952 13.07 5,392 22.21
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 21,136 6.84 1,585 -1.12
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 62 6.90 4 -20.00
2025-07-23 NP CFSLX - Column Small Cap Fund 17,464 3.40 1,310 -4.31
2025-08-14 13F Alliance Wealth Advisors, LLC /UT 3,745 293
2025-06-27 NP SMLL - Harbor Active Small Cap ETF 3,245 36.29 231 9.00
2025-08-27 NP CCVAX - Calvert Small-Cap Fund Class A 600,153 3.43 46,932 11.78
2025-06-25 NP FYX - First Trust Small Cap Core AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7,089 4.13 504 -16.42
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 6,639 101.98 519 119.92
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 6,890 4.47 490 -16.41
2025-08-12 13F Dimensional Fund Advisors Lp 446,667 10.79 34,930 19.74
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 657 18.38 49 11.36
2025-08-26 NP Profunds - Profund Vp Small-cap Value 169 1.20 13 8.33
2025-08-14 13F Ubs Asset Management Americas Inc 46,386 43.69 3,627 55.33
2025-07-30 13F Cullen/frost Bankers, Inc. 443 171.78 35 209.09
2025-08-08 13F Pnc Financial Services Group, Inc. 2,949 7.39 231 16.16
2025-07-24 NP RKSAX - Rockefeller US Small Cap Core Fund Class A 36,733 46.04 2,755 35.20
2025-07-18 13F Precision Wealth Strategies, LLC 3,786 23.97 296 34.55
2025-08-25 NP ETEGX - Eaton Vance Small-Cap Fund Class A 46,932 23.84 3,670 33.84
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 2,673 2.10 209 10.58
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 18,825 2.80 1,472 11.09
2025-08-13 13F Arizona State Retirement System 4,434 2.40 347 10.54
2025-08-05 13F Huntington National Bank 667 71.91 52 85.71
2025-08-14 13F Brevan Howard Capital Management LP 3,700 289
2025-07-15 13F Public Employees Retirement System Of Ohio 178 7.23 14 8.33
2025-08-14 13F Wells Fargo & Company/mn 175,601 51.20 13,732 63.40
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 1,898 8.96 135 -12.99
2025-07-08 13F Parallel Advisors, LLC 448 90.64 35 105.88
2025-08-26 NP SMIG - AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 178,334 16.03 13,946 25.39
2025-08-14 13F Raymond James Financial Inc 28,018 13.39 2,191 22.48
2025-08-15 13F Binnacle Investments Inc 198 11.24 15 25.00
2025-09-04 13F/A Advisor Group Holdings, Inc. 10,447 1.61 817 9.83
2025-08-13 13F M&t Bank Corp 12,460 57.12 975 69.98
2025-08-12 13F CenterBook Partners LP 47,014 189.00 3,676 212.32
2025-08-12 13F Charles Schwab Investment Management Inc 139,068 3.40 10,875 11.74
2025-08-18 13F Geneos Wealth Management Inc. 414 28.57 32 39.13
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 2,815 9.45 220 18.28
2025-07-25 13F Cwm, Llc 827 207.43 0
2025-08-27 NP TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 5,453 434.08 426 483.56
2025-07-28 NP VCSLX - Small Cap Index Fund 5,721 0.10 429 -7.34
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 41,100 102.83 2,923 62.60
2025-08-27 NP JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 60,799 54.83 4,754 67.34
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 38,136 1.77 2,712 -18.44
2025-08-12 13F Rhumbline Advisers 54,888 3.06 4,292 11.39
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 75,009 9.21 5,625 1.08
2025-08-07 13F Allworth Financial LP 43 43.33 3 50.00
2025-08-01 13F Teacher Retirement System Of Texas 58,160 1.36 4,548 9.54
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DE:UPH € 73.00
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