UTI / Universal Technical Institute, Inc. - Kepemilikan Institusional - Pembeli

Universal Technical Institute, Inc.
US ˙ NYSE ˙ US9139151040

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Universal Technical Institute, Inc. meliputi Congress Asset Management Co /ma, Loomis Sayles & Co L P, Clearbridge Investments, LLC, Spence Asset Management, Congress Wealth Management LLC / DE /, VEXPX - VANGUARD EXPLORER FUND Investor Shares, SASMX - ClearBridge Small Cap Growth Fund Class A, Capitolis Liquid Global Markets LLC, Fortress Investment Group LLC, SAMT - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF, Zweig-DiMenna Associates LLC, NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio, FYX - First Trust Small Cap Core AlphaDEX Fund, FYC - First Trust Small Cap Growth AlphaDEX Fund, HISCX - Hartford Small Cap Growth Hls Fund Ia, LSMIX - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class, USVM - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF, MSCQX - Mercer US Small/Mid Cap Equity Fund Class I, Robeco Institutional Asset Management B.V., dan HSLAX - THE HARTFORD SMALL CAP GROWTH FUND Class A .

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
(%)
2025-08-14 13F McIlrath & Eck, LLC 1,135 19.35 38 58.33
2025-08-14 13F Aquatic Capital Management LLC 24,876 1,472.44 843 2,007.50
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 2,548 91
2025-08-14 13F Fortress Investment Group LLC 174,111 5,901
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 79,791 2.16 2,835 28.53
2025-07-28 NP DWAS - Invesco DWA SmallCap Momentum 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 200,101 25.04 7,110 57.31
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 60,161 17.35 1,688 20.06
2025-05-22 NP GARIX - Gotham Absolute Return Fund Institutional Class 2,895 2,272.95 74 7,300.00
2025-08-14 13F Wellington Management Group Llp 770,041 151.59 26,097 232.05
2025-07-11 13F Afg Fiduciary Services Limited Partnership 6,500 212
2025-07-29 NP VRTGX - Vanguard Russell 2000 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 40,756 12.41 1,448 41.54
2025-08-07 13F Lisanti Capital Growth, LLC 21,570 731
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 13 0
2025-08-12 13F Swiss National Bank 88,300 4.50 2,992 37.94
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 38,046 39.99 1,044 130.75
2025-08-14 13F Ardsley Advisory Partners Lp Put 45,000 1,525
2025-07-14 13F GAMMA Investing LLC 408 20.00 14 62.50
2025-08-29 NP LSMIX - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 71,613 2,427
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 64,203 13.91 2,281 43.37
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 445 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 1,700 12.36 58 50.00
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 1,199 21.97 41 60.00
2025-08-13 13F Hsbc Holdings Plc 10,216 1.19 348 36.08
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 470,513 21.13 13,203 23.92
2025-08-14 13F Mml Investors Services, Llc 7,130 0
2025-08-12 13F Charles Schwab Investment Management Inc 381,888 0.06 12,942 32.06
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 13,093 1.73 444 34.24
2025-08-08 13F Calamos Advisors LLC 141,394 17.69 4,792 55.30
2025-08-27 13F/A Squarepoint Ops LLC 37,098 48.52 1,257 96.10
2025-08-07 13F Allworth Financial LP 14 7.69 0
2025-08-12 13F Rhumbline Advisers 69,687 17.51 2,362 55.12
2025-07-11 13F Farther Finance Advisors, LLC 50 2
2025-07-29 NP PBQAX - PGIM Jennison Blend Fund Class A 10,508 373
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio 120,587 4,087
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 236,836 1.48 8,415 27.68
2025-08-27 NP VSTCX - Vanguard Strategic Small-Cap Equity 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 61,203 23.42 2,074 62.92
2025-07-28 13F New York State Teachers Retirement System 4,254 17.00 0
2025-08-27 NP HRSMX - Hood River Small-Cap Growth Fund Institutional Shares 891,164 30.33 30,202 72.00
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 14,885 0.49 504 32.63
2025-08-01 13F Envestnet Asset Management Inc 90,528 494.33 3,068 684.40
2025-07-29 NP VFMF - Vanguard U.S. Multifactor 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 15,625 47.03 555 85.00
2025-08-14 13F Twinbeech Capital Lp 11,051 39.69 375 84.24
2025-08-11 13F Vanguard Group Inc 3,315,026 8.59 112,346 43.31
2025-06-30 NP YOVAX - YORKTOWN SMALL-CAP FUND Class A 5,750 161
2025-07-25 13F LRI Investments, LLC 275 9
2025-08-14 13F Financial Network Wealth Advisors LLC 65 2
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 6,221 142.72 175 148.57
2025-08-14 13F Fred Alger Management, Llc 103,041 0.03 3,492 32.02
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 7,223 1.18 245 33.33
2025-08-14 13F Capitolis Liquid Global Markets LLC 175,400 5,944
2025-07-23 13F Ellsworth Advisors, LLC 24,317 1.23 824 33.77
2025-08-08 13F KBC Group NV 1,002 0
2025-08-12 13F Prudential Financial Inc 58,160 1,971
2025-08-14 13F Caption Management, LLC Call 81,800 2,772
2025-08-13 13F Arizona State Retirement System 13,486 8.10 457 42.81
2025-08-14 13F Ubs Asset Management Americas Inc 136,355 61.90 4,621 113.74
2025-08-14 13F Susquehanna International Group, Llp Call 72,500 2,457
2025-06-27 NP CTOGX - Calamos Timpani SMID Growth Fund Class R6 20,456 574
2025-08-14 13F Susquehanna International Group, Llp 168,514 38.98 5,711 83.42
2025-06-25 NP RILA - Indexperts Gorilla Aggressive Growth ETF 568 104.32 16 114.29
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 2,022 4.17 57 5.66
2025-06-24 NP Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 980 27
2025-08-06 13F Penserra Capital Management LLC 834 0
2025-08-13 13F Kennedy Capital Management, Inc. 469,858 2.78 15,923 35.64
2025-06-25 NP FAD - First Trust Multi Cap Growth 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 12,222 343
2025-07-16 13F Congress Asset Management Co /ma 1,866,779 63,265
2025-08-26 NP EHLS - Even Herd Long Short ETF 14,199 29.56 481 71.17
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 18,230 618
2025-08-11 13F Covestor Ltd 1,385 9.31 0
2025-08-12 13F EAM Investors, LLC 150,889 6.62 5,114 40.70
2025-08-14 13F Alliancebernstein L.p. 40,245 2.03 1,364 34.68
2025-07-29 NP FDLS - Inspire Fidelis Multi Factor ETF 27,606 981
2025-06-26 NP FCPGX - Fidelity Small Cap Growth 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 858,115 31.80 24,079 34.82
2025-08-14 13F Bnp Paribas Arbitrage, Sa 245,404 278.29 8,317 399.46
2025-08-11 13F Rothschild Investment Llc 38,480 0.05 1,304 32.12
2025-08-26 NP FSGS - Small Cap US Equity Select 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 9,479 321
2025-08-14 13F Royal Bank Of Canada 45,920 3.04 1,556 36.01
2025-08-15 13F SkyView Investment Advisors, LLC 42,404 1.21 1 0.00
2025-08-13 13F Congress Wealth Management LLC / DE / 251,653 8,529
2025-08-26 NP DMCRX - Driehaus Micro Cap Growth Fund 138,445 6.57 4,692 40.66
2025-07-25 13F Cwm, Llc 2,183 0.74 0
2025-07-31 13F Oppenheimer & Co Inc 8,528 289
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 15,321 519
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 41,448 8.16 1,473 36.04
2025-06-18 NP GMRAX - Nationwide Small Cap Index Fund Class A 4,029 18.43 113 21.51
2025-08-13 13F Renaissance Technologies Llc 1,192,991 10.26 40,430 45.51
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 5,295 21.00 149 23.33
2025-08-13 13F Townsquare Capital Llc 11,046 374
2025-08-14 13F Goldman Sachs Group Inc 328,606 120.87 11,136 191.52
2025-06-24 NP SWSCX - Schwab Small-Cap Equity 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 19,168 538
2025-08-26 NP GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 631 21
2025-08-13 13F Federated Hermes, Inc. 251,269 0.43 8,516 32.53
2025-08-25 NP HISCX - Hartford Small Cap Growth Hls Fund Ia 92,606 3,138
2025-08-14 13F Canada Pension Plan Investment Board 72,800 2,467
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 259 58.90 7 75.00
2025-08-08 13F SG Americas Securities, LLC 4,951 0
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 3,256 5.00 110 39.24
2025-08-14 13F Axa S.a. 44,431 1,506
2025-08-14 13F Bank Of America Corp /de/ 218,727 6.14 7,413 40.06
2025-07-18 13F Robeco Institutional Asset Management B.V. 57,109 1,935
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 7,442 25.39 264 58.08
2025-07-24 13F IFP Advisors, Inc 75 4
2025-07-29 NP ORSIX - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 120,190 109.28 4,270 163.42
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 790 14.66 28 47.37
2025-08-11 13F Anb Bank 12,171 10.11 412 45.58
2025-08-14 13F/A Barclays Plc 232,334 18.01 8 40.00
2025-07-31 13F Nisa Investment Advisors, Llc 584 262.73 20 375.00
2025-08-08 13F Hartland & Co., LLC 716 24
2025-08-08 13F SBI Securities Co., Ltd. 77 541.67 3
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 11,758 3.89 330 6.13
2025-08-21 NP LUSIX - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 2,677 91
2025-08-27 NP VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 40,909 57.87 1,386 108.42
2025-08-14 13F Hood River Capital Management LLC 1,380,785 35.16 46,795 78.37
2025-08-12 13F American Century Companies Inc 1,554,199 15.66 52,672 52.63
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 1,582,447 11.57 53,629 47.24
2025-07-29 NP VFQY - Vanguard U.S. Quality 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 19,220 6.28 683 33.73
2025-08-14 13F Engineers Gate Manager LP 12,299 4.29 417 37.75
2025-08-07 13F Los Angeles Capital Management Llc 18,005 610
2025-08-26 NP QLMSIX - ClearBridge Variable Small Cap Growth Portfolio Class I This fund is a listed as child fund of Clearbridge, 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 45,700 1,549
2025-08-14 13F Citadel Advisors Llc 157,054 2.47 5,323 35.25
2025-08-11 13F Inspire Advisors, LLC 6,057 205
2025-08-14 13F Lazard Asset Management Llc 46,307 1,163.49 2
2025-08-27 NP Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 9,200 312
2025-08-11 13F Integrated Quantitative Investments LLC 42,994 197.00 1,457 292.72
2025-08-13 13F Arrowstreet Capital, Limited Partnership 418,518 88.76 14,184 149.13
2025-08-27 NP OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 1,539 116.46 52 188.89
2025-08-14 13F Optiver Holding B.V. 400 34.23 14 85.71
2025-08-14 13F Group One Trading, L.p. Call 5,800 241.18 197 355.81
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 19,994 6.76 561 9.36
2025-07-23 NP CFSLX - Column Small Cap Fund 5,304 15.45 188 45.74
2025-07-28 NP AVUSX - Avantis U.S. Equity Fund Institutional 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 4,651 187.10 165 266.67
2025-07-28 NP AVUV - Avantis U.S. Small 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 1,153,725 18.31 40,992 48.85
2025-08-08 13F Larson Financial Group LLC 21 1
2025-08-08 13F/A Sterling Capital Management LLC 109 127.08 4 200.00
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 2,361 12.64 84 40.68
2025-08-15 13F Great West Life Assurance Co /can/ 22,864 7.53 1
2025-08-12 13F Legal & General Group Plc 62,552 12.63 2,120 48.60
2025-08-13 13F Loomis Sayles & Co L P 547,610 18,559
2025-08-13 13F Russell Investments Group, Ltd. 199,233 5.48 6,752 39.22
2025-08-11 13F Alps Advisors Inc 13,443 1.23 456 33.43
2025-08-20 NP NEAGX - Needham Aggressive Growth Fund Retail Class 311,000 1.63 10,540 34.12
2025-08-27 NP VBINX - Vanguard Balanced 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 32,391 22.53 1,098 61.80
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 8,569 7.49 290 42.16
2025-08-08 13F Cetera Investment Advisers 19,793 671
2025-05-27 NP Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 6,071 17.20 156 16.54
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 937 8.20 32 40.91
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 8,912 37.79 250 41.24
2025-08-28 NP SSMHX - State Street Small/mid Cap Equity Index Portfolio 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 15,400 8.45 522 43.13
2025-08-14 13F Algert Global Llc 275,594 68.85 9 125.00
2025-08-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 25,559 7.96 866 42.67
2025-08-14 13F PDT Partners, LLC 121,644 74.80 4,123 130.67
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 39,662 26.78 1,409 59.57
2025-08-28 NP SAMT - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF 140,331 4,756
2025-08-13 13F Custom Index Systems, Llc 29,882 92.44 1,013 154.27
2025-08-04 13F Strs Ohio 22,000 84.87 746 144.26
2025-08-14 13F Tudor Investment Corp Et Al 179,602 24.05 6,087 63.69
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 8,445 4.02 286 37.50
2025-07-28 NP VCSLX - Small Cap Index Fund 21,093 39.83 749 75.82
2025-08-14 13F DRW Securities, LLC 6,827 231
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 192 14.29 5 25.00
2025-08-11 13F Independent Advisor Alliance 47,688 97.79 1,616 161.07
2025-06-26 NP HSLAX - THE HARTFORD SMALL CAP GROWTH FUND Class A 54,339 1,525
2025-08-14 NP ASCGX - Lisanti Small Cap Growth Fund 1,350 46
2025-07-29 NP NKMCX - North Square Kennedy MicroCap Fund Class I 10,636 54.23 378 94.33
2025-08-14 13F Millennium Management Llc 18,081 613
2025-08-14 13F Peak6 Llc Call 83,200 119.53 2,820 189.72
2025-08-05 13F Bank of New York Mellon Corp 137,777 7.47 4,669 41.83
2025-06-30 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 195,139 5,476
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 6,062 21.92 170 25.00
2025-08-27 NP PIBAX - PGIM BALANCED FUND Class A 1,000 34
2025-06-26 NP FOCSX - Fidelity Small Cap Growth 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 390,370 34.85 10,954 37.95
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 35,200 2.03 1,193 34.69
2025-07-28 NP AVUVX - Avantis U.S. Small Cap Value Fund Institutional 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 89,898 23.23 3,194 55.05
2025-08-13 13F EverSource Wealth Advisors, LLC 168 170.97 6 400.00
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 115,656 20.54 3,245 23.34
2025-08-28 NP SPGM - SPDR(R) Portfolio MSCI Global 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 1,268 2.92 43 35.48
2025-08-13 13F Marshall Wace, Llp 15,072 511
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 1,886 25.99 53 26.83
2025-08-13 13F Quantbot Technologies LP 10,162 344
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 10,516 10.37 356 45.90
2025-08-21 NP MSCQX - Mercer US Small/Mid Cap Equity Fund Class I 59,603 2,020
2025-08-13 13F Baird Financial Group, Inc. 140,751 4,770
2025-08-13 13F Jump Financial, LLC 237,412 511.89 8,046 707.73
2025-08-20 NP RUSC - U.S. Small Cap Equity Active ETF 1,424 48
2025-08-13 13F First Trust Advisors Lp 223,469 7,573
2025-07-22 NP FSCC - Federated Hermes MDT Small Cap Core ETF 1,865 13.30 66 43.48
2025-08-14 13F Hrt Financial Lp 59,740 2
2025-08-14 13F Gilder Gagnon Howe & Co Llc 476,483 464.53 16,148 645.18
2025-07-07 13F Versant Capital Management, Inc 159 5
2025-08-13 13F Skandinaviska Enskilda Banken AB (publ) 4,201 77.48 142 136.67
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 2,070 38.18 74 73.81
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 45 4.65 1 0.00
2025-08-27 NP VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 25,563 2.82 866 35.74
2025-07-15 13F SJS Investment Consulting Inc. 231 8
2025-08-14 13F Fmr Llc 1,360,938 7.43 46,122 41.78
2025-08-14 13F Toroso Investments, LLC 14,199 29.56 481 71.17
2025-08-13 13F Lumbard & Kellner, LLC 18,735 635
2025-07-25 NP AFSM - First Trust Active Factor Small 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 5,698 36.97 202 72.65
2025-08-14 13F Bayesian Capital Management, LP 11,010 373
2025-07-21 13F Ameritas Advisory Services, LLC 521 18
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 2,257 7.58 76 43.40
2025-08-14 13F Jane Street Group, Llc Call 75,000 2,542
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
2025-08-14 13F Driehaus Capital Management Llc 848,676 5.64 28,762 39.41
2025-08-18 13F Wolverine Trading, Llc 8,648 299
2025-07-31 13F Quest Partners LLC 4,273 27.48 145 67.44
2025-08-14 13F Two Sigma Securities, Llc 9,565 324
2025-08-14 13F Manufacturers Life Insurance Company, The 25,417 3.75 861 36.88
2025-07-16 13F Signaturefd, Llc 19 1
2025-08-14 13F Citadel Advisors Llc Call 137,300 357.67 4,653 504.29
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 30,329 3.64 1,028 36.75
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 21,206 64.37 719 116.92
2025-08-14 13F/A Rockefeller Capital Management L.P. 244,938 8,301
2025-08-14 13F Manatuck Hill Partners, LLC 180,000 71.43 6,100 126.26
2025-08-12 13F LPL Financial LLC 42,092 397.01 1,426 557.14
2025-08-22 NP FESM - Fidelity Enhanced Small Cap ETF 100,672 542.20 3,412 748.51
2025-07-28 NP HDG - ProShares Hedge Replication ETF 61 32.61 2 100.00
2025-07-29 NP EBI - Longview Advantage ETF 1,875 67
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 916 6.39 31 40.91
2025-08-15 13F Tower Research Capital LLC (TRC) 8,690 582.10 295 818.75
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 233,859 29.29 8,309 62.67
2025-08-14 13F Militia Capital Partners, LP 24,940 38.25 845 82.51
2025-05-22 NP GONIX - Gotham Neutral Fund Institutional Class 2,182 3,419.35 56 5,500.00
2025-07-29 NP SLPAX - Siit Small Cap Fund - Class A 8,071 188.25 287 262.03
2025-08-07 13F Navellier & Associates Inc 110,284 0.17 3,738 15.09
2025-08-01 13F Jennison Associates Llc 10,827 367
2025-08-11 13F Principal Securities, Inc. 667 122.33 23 214.29
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 9,121 8.18 309 43.06
2025-07-29 NP SECAX - SIIT Small Cap II Fund - Class A 8,590 305
2025-08-13 13F Gibbs Wealth Management 20,581 697
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 13,043 4.42 366 6.73
2025-07-10 13F Longboard Asset Management, LP 6,312 214
2025-08-04 13F Atria Investments Llc 9,122 309
2025-08-14 13F Graham Capital Management, L.P. 26,681 48.66 904 96.52
2025-08-14 13F Harvest Investment Services, LLC 140,193 40.08 4,751 84.86
2025-06-27 NP CVGRX - Calamos Growth Fund Class A 70,998 1,992
2025-08-14 13F Raymond James Financial Inc 210,454 1.84 7,132 34.39
2025-08-14 13F Sei Investments Co 32,155 61.40 1,090 113.11
2025-07-11 13F Spence Asset Management 307,591 10
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 3,628 123
2025-08-07 13F Teachers Retirement System Of The State Of Kentucky 44,132 1
2025-08-12 13F Clearbridge Investments, LLC 381,943 12,944
2025-07-25 NP SCHA - Schwab U.S. Small-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 207,505 0.55 7,373 26.51
2025-06-25 NP SASMX - ClearBridge Small Cap Growth Fund Class A This fund is a listed as child fund of Clearbridge, 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 192,200 5,393
2025-08-13 13F Quadrature Capital Ltd 21,221 719
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 12,784 433
2025-08-26 NP PSGIX - Blackrock Advantage Small Cap Growth Fund Institutional This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,199 108
2025-06-27 NP RSSL - Global X Russell 2000 ETF 28,172 25.22 791 28.04
2025-08-06 13F Fox Run Management, L.l.c. 17,864 605
2025-08-14 13F Guardian Wealth Management, Inc. 142,141 3.79 4,817 37.00
2025-08-14 13F Stifel Financial Corp 33,546 1,137
2025-08-12 13F Franklin Resources Inc 21,289 721
2025-05-27 NP IWC - iShares Micro-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 104,741 14.99 2,690 14.87
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 107,374 21.34 3,815 52.62
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 4,331 10.88 147 46.00
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 6,117 0
2025-08-13 13F Norges Bank 204,900 6,944
2025-08-19 13F Newbridge Financial Services Group, Inc. 800 27
2025-07-28 13F Allianz Asset Management GmbH 20,735 703
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 135,545 22.32 3,803 25.14
2025-05-05 13F Lindbrook Capital, Llc 10 11.11 0
2025-07-11 13F Annex Advisory Services, LLC 66,435 48.64 2,251 96.25
2025-08-26 NP LST - Leuthold Select Industries ETF 5,217 20.01 177 58.56
2025-06-25 NP FYC - First Trust Small Cap Growth 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 98,670 2,769
2025-08-08 13F Principal Financial Group Inc 28,773 5.01 975 38.69
2025-08-13 13F Polen Capital Management Llc 48,007 1,627
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 99,881 2,803
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 3,112 22.62 105 61.54
2025-08-14 13F State Street Corp 988,112 7.79 33,487 42.25
2025-06-23 NP PPNMX - SmallCap Growth Fund I R-3 4,670 13.35 131 15.93
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 12,300 25.52 345 28.73
2025-08-12 13F CenterBook Partners LP 37,958 1,286
2025-05-14 13F Credit Agricole S A 75,779 105.09 1,946 105.06
2025-08-14 13F Voya Investment Management Llc 12,377 7.33 419 41.55
2025-07-23 13F Klp Kapitalforvaltning As 9,500 18.75 322 56.59
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 9,995 339
2025-08-22 NP FEAC - Fidelity Enhanced U.S. All-Cap Equity ETF 75 3
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 18,060 19.29 642 50.12
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 10,032 4.76 281 7.25
2025-07-25 13F Verdence Capital Advisors LLC 10,892 4.94 369 38.72
2025-05-29 NP GPSCX - Victory RS Small Cap Equity Fund Class A 39,420 9.02 1,012 8.93
2025-08-28 NP USVM - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 70,190 2,379
2025-08-15 13F Kestra Advisory Services, LLC 13,760 20.34 466 59.04
2025-08-12 13F EAM Global Investors LLC 135,547 4,594
2025-08-12 13F Dimensional Fund Advisors Lp 1,301,175 2.99 44,100 35.94
2025-08-14 13F Needham Investment Management Llc 311,000 1.63 10,540 34.12
2025-08-26 NP FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF 3,059 23.05 104 63.49
2025-07-16 13F Dakota Wealth Management 43,466 10.06 1,473 45.27
2025-06-27 NP LAGWX - LORD ABBETT DEVELOPING GROWTH FUND INC Class A 1,381,018 29.18 38,751 32.15
2025-08-08 13F Pnc Financial Services Group, Inc. 1,207 17,142.86 41
2025-08-12 13F Picton Mahoney Asset Management 40,210 1
2025-08-14 13F Scott Marsh Financial, LLC 19,818 672
2025-07-28 NP AVUQ - Avantis U.S. Quality ETF 1,637 58
2025-08-05 13F Zweig-DiMenna Associates LLC 139,500 4,728
Other Listings
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