UTL / Unitil Corporation - Kepemilikan Institusional - Pembeli

Unitil Corporation
US ˙ NYSE ˙ US9132591077

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Unitil Corporation meliputi CSM Advisors, LLC, VIG - Vanguard Dividend Appreciation Index Fund ETF Shares, JAHBX - Small Cap Value Trust NAV, Verition Fund Management LLC, Inceptionr Llc, Midwest Trust Co, Bailard, Inc., Brevan Howard Capital Management LP, Envestnet Portfolio Solutions, Inc., Universal- Beteiligungs- und Servicegesellschaft mbH, USCRX - Cornerstone Moderately Aggressive Fund, CUSUX - Six Circles U.S. Unconstrained Equity Fund, Federation des caisses Desjardins du Quebec, UCAGX - Cornerstone Aggressive Fund, Addison Advisors LLC, HEJD - VictoryShares Hedged Equity Income ETF, RUSC - U.S. Small Cap Equity Active ETF, PFM - Invesco Dividend Achievers ETF, BNP Paribas Asset Management Holding S.A., dan EBI - Longview Advantage ETF .

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 Aquatic Capital Management LLC 8,263 122.42 431 100.93
2025-08-21 NP MXLSX - Great-West Loomis Sayles Small Cap Value Fund Investor Class 6,400 25.49 334 13.27
2025-08-26 NP JSCSX - JPMorgan U.S. Small Company Fund Class I 63,297 7.22 3,301 -3.08
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 12,041 4.33 628 -5.71
2025-08-12 13F Bokf, Na 4,168 1.86 217 -8.05
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 701 20.65 38 18.75
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 3,317 4.14 173 -6.01
2025-08-14 13F Wellington Management Group Llp 25,413 9.99 1,325 -0.53
2025-08-12 13F Public Sector Pension Investment Board 55,327 7.38 2,885 -2.93
2025-08-12 13F Advisors Asset Management, Inc. 22,668 10.32 1,182 -0.25
2025-08-13 13F Pictet Asset Management Holding SA 6,500 20.95 339 9.35
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 1,252 4.77 65 -4.41
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 362 0
2025-08-26 NP PSOPX - JPMorgan Small Cap Value Fund Class I 119,758 7.24 6,245 -3.06
2025-08-13 13F Hsbc Holdings Plc 12,608 113.99 651 92.04
2025-07-29 NP EBI - Longview Advantage ETF 192 11
2025-07-11 13F Farther Finance Advisors, LLC 29 16.00 2 0.00
2025-08-26 NP JMEE - JPMorgan Market Expansion Enhanced Equity ETF 57,627 3.38 3,005 -6.53
2025-07-28 13F New York State Teachers Retirement System 5,441 1.87 0
2025-08-12 13F Steward Partners Investment Advisory, Llc 459 83.60 24 64.29
2025-08-12 13F Charles Schwab Investment Management Inc 191,530 13.69 9,988 2.78
2025-06-30 NP SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF 85 5
2025-08-11 13F Vanguard Group Inc 1,402,376 2.72 73,134 -7.15
2025-07-07 13F Versant Capital Management, Inc 293 3.53 15 -6.25
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 3,653 357.20 191 313.04
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 19,154 0.97 1,124 10.53
2025-08-14 13F Ubs Asset Management Americas Inc 89,182 32.53 4,651 19.78
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 18,832 2.54 982 -7.27
2025-08-14 13F Bnp Paribas Arbitrage, Sa 5,220 7.05 272 -3.20
2025-08-13 13F EverSource Wealth Advisors, LLC 455 600.00 24 666.67
2025-07-31 13F State of New Jersey Common Pension Fund D 35,376 3.45 1,845 -6.49
2025-08-14 13F Frontier Capital Management Co Llc 360,894 38.92 18,821 25.58
2025-07-23 13F Ellsworth Advisors, LLC 11,842 1.74 618 -8.05
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 22,352 5.69 1,226 3.29
2025-08-06 13F Anchor Capital Advisors Llc 30,991 0.64 1,616 -9.01
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 3,057 16.77 179 27.86
2025-08-13 13F Arizona State Retirement System 4,741 2.09 247 -7.49
2025-08-12 13F Prudential Financial Inc 16,991 8.40 886 -1.99
2025-06-25 NP FUTY - Fidelity MSCI Utilities Index ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 20,895 2.90 1,226 12.70
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 88,512 0.21 4,853 -2.04
2025-07-16 13F State of Alaska, Department of Revenue 9,655 7.25 1
2025-07-23 13F Maryland State Retirement & Pension System 19,398 4.81 1,012 -5.25
2025-08-01 13F Envestnet Asset Management Inc 11,360 2.22 592 -7.64
2025-08-06 13F Commonwealth Equity Services, Llc 12,470 0.27 1
2025-09-04 13F/A Advisor Group Holdings, Inc. 43,880 1.59 2,290 -8.14
2025-08-18 13F Geneos Wealth Management Inc. 19 1
2025-08-07 13F Addison Advisors LLC 645 34
2025-08-13 13F Quantbot Technologies LP 7,009 309.17 366 272.45
2025-08-13 13F Jones Financial Companies Lllp 284 2.16 15 -12.50
2025-07-10 13F Exchange Traded Concepts, Llc 14,787 1.96 771 -7.78
2025-08-28 NP VLU - SPDR S&P 1500 Value Tilt ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 341 5.90 18 -5.56
2025-07-17 13F Janney Montgomery Scott LLC 8,097 0.17 0
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 66 6.45 4 0.00
2025-05-15 13F Texas Permanent School Fund 13,096 768
2025-08-13 13F Renaissance Technologies Llc 434,440 0.44 22,656 -9.21
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 76,745 3.89 4,002 -6.08
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 3,258 75.35 179 71.15
2025-08-14 13F Verition Fund Management LLC 9,046 472
2025-08-14 13F/A Barclays Plc 36,852 48.35 2 0.00
2025-08-26 13F/A Thrivent Financial For Lutherans 11,950 0.14 1
2025-08-14 13F Federation des caisses Desjardins du Quebec 2,591 135
2025-07-24 13F IFP Advisors, Inc 105 6
2025-08-08 13F Bailard, Inc. 5,600 292
2025-08-22 NP FEAC - Fidelity Enhanced U.S. All-Cap Equity ETF 10 1
2025-08-12 13F Deutsche Bank Ag\ 33,767 12.37 1,761 1.56
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 2,577 5.96 134 -4.29
2025-08-14 13F UBS Group AG 105,153 54.80 5,484 39.94
2025-07-28 NP HDG - ProShares Hedge Replication ETF 21 10.53 1 0.00
2025-06-27 NP RSSL - Global X Russell 2000 ETF 9,678 6.39 568 16.43
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 5,382 281
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 17,218 1.05 944 -1.15
2025-06-27 NP DASVX - Dunham Small Cap Value Fund Class A 10,933 10.37 641 20.94
2025-08-12 13F American Century Companies Inc 44,653 13.24 2,329 2.37
2025-07-24 13F CWM Advisors, LLC 7,641 26.61 398 14.37
2025-07-31 13F Nisa Investment Advisors, Llc 759 30.19 40 18.18
2025-08-28 NP HEJD - VictoryShares Hedged Equity Income ETF 644 34
2025-08-14 13F Manufacturers Life Insurance Company, The 717,423 17.77 37,414 6.46
2025-08-26 NP Profunds - Profund Vp Small-cap Growth 145 2.11 8 -12.50
2025-06-30 NP VIG - Vanguard Dividend Appreciation Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 86,416 5,069
2025-06-30 NP PFM - Invesco Dividend Achievers ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 475 28
2025-08-14 13F Nebula Research & Development LLC 6,766 353
2025-08-11 NP CUSUX - Six Circles U.S. Unconstrained Equity Fund 3,818 199
2025-08-21 NP MXISX - Great-West S&P Small Cap 600 Index Fund Investor Class 12,509 7.72 652 -2.54
2025-07-29 NP VEVFX - Vanguard Explorer Value 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 46,633 0.21 2,557 -2.07
2025-08-04 13F Assetmark, Inc 9 0
2025-07-25 13F Meritage Portfolio Management 6,514 4.19 340 -5.83
2025-08-13 13F Parkworth Wealth Management, Inc. 5 0
2025-08-08 13F/A Sterling Capital Management LLC 428 55.64 22 46.67
2025-08-07 13F CSM Advisors, LLC 127,430 7
2025-08-15 13F Great West Life Assurance Co /can/ 25,025 3.49 1 0.00
2025-08-13 13F Russell Investments Group, Ltd. 48,344 2.29 2,521 -7.52
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 2,946 6.55 154 -3.77
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 3,653 12.09 191 1.06
2025-08-12 13F/A Boston Partners 10,953 9.74 571 -0.70
2025-08-26 NP FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF 1,012 6.98 53 -3.70
2025-08-27 NP VTMSX - Vanguard Tax-Managed Small-Cap Fund Admiral 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 117,798 12.91 6,143 2.08
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 4,771 0.17 280 9.41
2025-08-12 13F Legal & General Group Plc 48,179 0.24 2,513 -9.38
2025-08-12 13F MAI Capital Management 29 2
2025-08-14 13F Tudor Investment Corp Et Al 48,372 23.82 2,523 11.94
2025-08-04 13F Strs Ohio 11,700 7.34 610 -2.87
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 128 4.92 8 16.67
2025-08-04 13F Hantz Financial Services, Inc. 195 3,800.00 0
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 12,778 4.55 666 -5.53
2025-07-25 NP UCAGX - Cornerstone Aggressive Fund 1,172 64
2025-08-12 13F Jpmorgan Chase & Co 593,190 4.18 30,935 -5.82
2025-05-30 NP SEIS - SEI Select Small Cap ETF 3,954 2.57 228 9.62
2025-08-27 NP Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 32,135 9.44 1,676 -1.06
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 31,166 6.22 1,709 3.77
2025-08-26 NP IFRA - iShares U.S. Infrastructure 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 373,488 21.05 19,477 9.43
2025-08-05 13F Bank of New York Mellon Corp 197,534 0.37 10,301 -9.27
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 27,463 2.93 1,432 -6.95
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 7 0
2025-08-14 13F Bank Of America Corp /de/ 90,530 25.42 4,721 13.38
2025-08-14 13F Quantinno Capital Management LP 8,742 15.22 456 4.12
2025-08-07 13F Midwest Trust Co 6,379 333
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 3,638 13.33 190 2.16
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 2,763 2.03 144 -7.69
2025-08-13 13F Panagora Asset Management Inc 54,362 34.68 2,835 21.74
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 13,928 40.66 746 30.19
2025-08-08 13F Creative Planning 9,049 36.40 472 23.30
2025-08-14 13F Fmr Llc 7,957 171.94 415 146.43
2025-07-28 NP PSCU - Invesco S&P SmallCap Utilities & Communication Services 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 3,315 5.00 182 2.26
2025-08-08 13F Atlantic Trust, LLC 8 0
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 3,918 2.75 204 -6.85
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 9,813 512
2025-08-14 13F/A Skopos Labs, Inc. 239 387.76 12 500.00
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 39,728 2.44 2,330 12.18
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 3,436 0.59 188 -1.57
2025-07-24 13F Us Bancorp \de\ 964 8.19 50 -1.96
2025-08-12 13F BlackRock, Inc. 2,904,257 1.94 151,457 -7.85
2025-07-29 NP SLPAX - Siit Small Cap Fund - Class A 2,310 7.94 127 5.00
2025-08-08 13F Larson Financial Group LLC 78 550.00 4
2025-08-14 13F Hrt Financial Lp 4,109 0
2025-08-07 13F Teachers Retirement System Of The State Of Kentucky 30,283 8.25 2 0.00
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 1,008 50.22 59 68.57
2025-08-14 13F Comerica Bank 18,196 8.90 949 -1.56
2025-07-28 NP VCSLX - Small Cap Index Fund 7,024 15.19 385 12.57
2025-08-14 13F State Street Corp 785,912 4.55 40,985 -5.49
2025-07-28 NP TOLZ - ProShares DJ Brookfield Global Infrastructure ETF 1,204 15.77 66 13.79
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 416 19.54 22 5.00
2025-07-28 NP XSLV - Invesco S&P SmallCap Low Volatility 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 44,673 5.96 2,449 3.55
2025-08-26 NP JDSCX - JPMorgan Small Cap Blend Fund Class I 125,093 2.35 6,524 -7.48
2025-07-16 13F Signaturefd, Llc 454 24.38 24 9.52
2025-08-14 13F Man Group plc 32,257 80.45 1,682 63.14
2025-07-28 NP XSHD - Invesco S&P SmallCap High Dividend Low Volatility 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 16,806 16.57 921 13.99
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 664 2.95 38 11.76
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 5,804 1.70 303 -8.21
2025-08-20 NP RUSC - U.S. Small Cap Equity Active ETF 633 33
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 531,571 2.63 27,721 -7.23
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 82 2.50 4 0.00
2025-07-31 13F Quest Partners LLC 6,722 285.88 351 250.00
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 80,335 9.78 4,405 7.28
2025-05-05 13F Foundry Partners, LLC 115,875 23.73 6,685 31.70
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 4,172 7.30 218 -3.12
2025-08-12 13F LPL Financial LLC 8,522 10.82 444 0.23
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 11,015 0.58 1
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 7,505 0.72 391 -8.86
2025-08-15 13F State of Tennessee, Treasury Department 10,383 1.76 541 -7.99
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 828 4.41 43 -4.44
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 2,560 6.76 134 -3.62
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-15 13F Tower Research Capital LLC (TRC) 2,257 207.49 118 178.57
2025-08-12 13F Proequities, Inc. 0 0
2025-08-19 13F State of Wyoming 1,977 103
2025-08-26 NP Profunds - Profund Vp Small-cap 37 2.78 2 -50.00
2025-08-28 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 36,213 1.65 1,889 -8.13
2025-06-26 NP JCCIX - John Hancock Small Cap Core Fund Class I 600,934 16.94 35,251 28.05
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 1,814 2.54 106 12.77
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 108 5
2025-08-14 13F Price T Rowe Associates Inc /md/ 13,783 8.39 1
2025-07-30 13F First Citizens Bank & Trust Co 5,564 290
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 17,525 2.34 914 -7.50
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 18,532 13.47 1,087 24.37
2025-08-14 13F/A Rockefeller Capital Management L.P. 12,318 1.72 642 -8.02
2025-08-11 NP CMEUX - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 4,792 7.49 250 -3.11
2025-06-26 NP SMLF - iShares Edge MSCI Multifactor 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 3,418 23.44 200 35.14
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 33,969 10.11 1,863 7.63
2025-08-08 13F Geode Capital Management, Llc 385,714 1.27 20,116 -8.48
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 2,470 3.52 129 -6.57
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 787 3.96 46 15.00
2025-08-14 13F Two Sigma Investments, Lp 51,509 136.17 2,686 113.51
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 7,612 4.59 397 -5.49
2025-08-08 13F Pnc Financial Services Group, Inc. 9,104 20.89 475 9.22
2025-08-14 13F Wells Fargo & Company/mn 13,751 3.99 717 -5.91
2025-08-13 13F Walleye Capital LLC 4,702 245
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 11,950 0.14 623 -9.45
2025-08-14 13F Stifel Financial Corp 9,690 505
2025-08-14 13F Mariner, LLC 9,714 102.21 507 82.67
2025-07-14 13F GAMMA Investing LLC 1,299 46.45 68 31.37
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 4,523 61.88 265 77.85
2025-08-14 13F Two Sigma Advisers, Lp 36,900 49.39 1,924 35.11
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 3,407 24.94 178 12.74
2025-08-15 13F WealthCollab, LLC 70 4
2025-03-28 NP GSATX - Goldman Sachs Small Cap Value Insights Fund Class A 3,507 139.39 188 122.62
2025-08-29 NP JAHBX - Small Cap Value Trust NAV 72,764 3,795
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 4,170 217
2025-08-12 13F Trexquant Investment LP 30,160 70.57 1,573 54.12
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 3,117 4.21 183 13.75
2025-08-14 13F Qube Research & Technologies Ltd 107,390 18.80 5,600 7.38
2025-08-12 13F Rhumbline Advisers 51,680 2.56 2,695 -7.26
2025-08-07 13F Illinois Municipal Retirement Fund 8,907 7.13 464 -3.13
2025-08-27 NP PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 14,561 2.10 759 -7.66
2025-08-07 13F Allworth Financial LP 76 4
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 24,575 2.13 1,282 -7.71
2025-08-27 NP VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 253,316 1.79 13,210 -7.99
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 1,523 11.90 79 1.28
2025-08-12 13F Dynamic Technology Lab Private Ltd 18,477 395.36 964 348.37
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 159,165 0.26 9,337 9.78
2025-07-23 13F Klp Kapitalforvaltning As 6,700 13.56 349 2.65
2025-08-26 NP IJSIX - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 11,191 9.49 584 -1.02
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 2,421 7.89 142 18.33
2025-07-25 13F Cwm, Llc 882 45.79 0
2025-08-14 13F Brevan Howard Capital Management LP 5,559 290
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 23 4.55 1 0.00
2025-08-13 13F Victory Capital Management Inc 46,832 198.24 2,442 169.83
2025-08-13 13F M&t Bank Corp 19,757 1.61 1,030 -8.12
2025-08-12 13F Inceptionr Llc 7,536 393
2025-07-25 NP USCRX - Cornerstone Moderately Aggressive Fund 3,966 217
2025-08-14 13F Raymond James Financial Inc 43,034 7.77 2,244 -2.56
2025-05-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 5,902 2.36 340 8.97
2025-08-26 NP JPSV - JPMorgan Active Small Cap Value ETF 3,956 14.43 206 3.52
2025-07-11 13F Wedge Capital Management L L P/nc 31,602 2.43 1,648 -7.36
2025-07-29 NP SIXL - 6 Meridian Low Beta Equity Strategy ETF 14,645 10.67 803 8.09
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