UVE / Universal Insurance Holdings, Inc. - Kepemilikan Institusional - Pembeli

Universal Insurance Holdings, Inc.
US ˙ NYSE ˙ US91359V1070

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Universal Insurance Holdings, Inc. meliputi Picton Mahoney Asset Management, Raymond James Financial Inc, Susquehanna Portfolio Strategies, LLC, Ieq Capital, Llc, Ai Financial Services Llc, Moran Wealth Management, LLC, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management, AFMCX - Acuitas US Microcap Fund Institutional Shares, WSML - iShares MSCI World Small-Cap ETF, QSML - WisdomTree U.S. SmallCap Quality Growth Fund, Northwestern Mutual Wealth Management Co, Larson Financial Group LLC, dan ETTOX - E*TRADE No Fee Total Market Index Fund .

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
(%)
2025-07-28 13F Moran Wealth Management, LLC 9,332 259
2025-08-12 13F Nuveen, LLC 210,472 127.07 5,836 165.76
2025-08-12 13F CIBC Private Wealth Group, LLC 259 7
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 583 17.78 16 45.45
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 108 8.00 3 100.00
2025-08-08 13F Creative Planning 11,753 326
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 3,276 89
2025-07-22 13F Gsa Capital Partners Llp 12,932 0
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 70,283 0.37 1,704 25.78
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 7 16.67 0
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 36,130 7.26 981 31.19
2025-07-14 13F UMA Financial Services, Inc. 57 90.00 2
2025-08-05 13F Simplex Trading, Llc Put 900 200.00 0
2025-08-05 13F Simplex Trading, Llc Call 1,700 70.00 0
2025-08-11 13F Martingale Asset Management L P 73,125 0.48 2,028 17.58
2025-08-22 NP FESM - Fidelity Enhanced Small Cap ETF 22,585 4.94 626 22.75
2025-08-12 13F Charles Schwab Investment Management Inc 212,400 3.25 5,890 20.80
2025-08-06 13F True Wealth Design, LLC 16 45.45 0
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 3,944 44.84 109 70.31
2025-08-05 13F Versor Investments LP 12,500 347
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 2,597 28.56 72 53.19
2025-08-07 13F Allworth Financial LP 32 1
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 44,077 12.79 1,222 31.97
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 120,368 63.62 3,338 91.45
2025-08-29 NP BSVO - EA Bridgeway Omni Small-Cap Value ETF 103,534 7.59 2,871 25.88
2025-08-12 13F Rhumbline Advisers 39,707 9.10 1,101 27.73
2025-08-14 13F Bridgeway Capital Management Inc 240,791 28.19 6,677 50.01
2025-08-01 13F Envestnet Asset Management Inc 8,970 249
2025-06-18 NP NWHDX - Nationwide Bailard Cognitive Value Fund Class A 14,500 57.61 351 98.31
2025-03-28 NP DFSV - Dimensional US Small Cap Value ETF 8,101 143.71 157 136.36
2025-06-27 NP RSSL - Global X Russell 2000 ETF 14,348 7.38 348 34.50
2025-08-26 NP FDM - First Trust Dow Jones Select MicroCap Index 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 81,773 3.55 2,268 21.17
2025-09-04 13F/A Advisor Group Holdings, Inc. 5,249 11.33 146 30.63
2025-08-14 13F Ubs Asset Management Americas Inc 94,009 128.02 2,607 166.73
2025-08-13 13F Arizona State Retirement System 7,790 216
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 239,933 2.39 5,816 28.34
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 4,365 32.80 121 57.14
2025-08-14 13F Bnp Paribas Arbitrage, Sa 136,404 28.41 3,782 50.26
2025-08-14 13F Sunbelt Securities, Inc. 5,752 19.83 121 7.08
2025-08-12 13F O'shaughnessy Asset Management, Llc 62,120 97.73 1,723 131.45
2025-08-06 13F Savant Capital, LLC 16,436 1.39 456 18.49
2025-08-14 13F Susquehanna Portfolio Strategies, LLC 21,552 598
2025-07-25 NP PMIYX - Putnam Income Strategies Portfolio - 239 11.68 6 50.00
2025-07-29 NP VFMO - Vanguard U.S. Momentum Factor ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 33,079 35.80 898 66.11
2025-08-15 13F Harvest Fund Management Co., Ltd 6,819 8.95 0
2025-08-13 13F Renaissance Technologies Llc 386,500 0.97 10,718 18.13
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 337 59.72 8 100.00
2025-08-08 13F SBI Securities Co., Ltd. 15 200.00 0
2025-06-26 NP FSMD - Fidelity Small-Mid Factor ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 75,827 114.86 1,838 169.50
2025-08-14 13F Canada Pension Plan Investment Board 41,300 1,145
2025-08-28 NP SMVIX - Simt Small Cap Value Fund Class I 11,988 8.74 332 27.20
2025-08-14 13F Ameriprise Financial Inc 149,388 5.17 4,143 23.05
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 536 14.29 15 27.27
2025-07-24 13F IFP Advisors, Inc 868 245.82 24 380.00
2025-08-12 13F EAM Investors, LLC 44,441 23.26 1,232 44.26
2025-08-14 13F Verition Fund Management LLC 30,053 153.01 833 196.44
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 1,365 9.03 38 27.59
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 89 4.71 2 0.00
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 394,636 1.56 10,943 18.83
2025-08-08 13F Hartland & Co., LLC 295 195.00 8 300.00
2025-08-14 13F/A Barclays Plc 83,171 26.93 2 100.00
2025-08-14 13F Engineers Gate Manager LP 27,827 31.56 772 53.89
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 1,474 12.95 36 40.00
2025-08-12 13F American Century Companies Inc 757,747 13.33 21,012 32.60
2025-08-13 13F Invesco Ltd. 281,314 56.30 7,801 82.88
2025-08-13 13F Healthcare Of Ontario Pension Plan Trust Fund 38,000 36.69 1,054 60.03
2025-07-24 13F CWM Advisors, LLC 32,523 902
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 60 7.14 2 0.00
2025-08-14 13F Citadel Advisors Llc Call 17,700 50.00 491 75.63
2025-08-14 13F Nebula Research & Development LLC 15,616 433
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 3,248 17.98 88 44.26
2025-08-14 13F Lazard Asset Management Llc 66,287 2,580.43 2
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 37,089 28.04 1,028 49.85
2025-08-26 NP AFMCX - Acuitas US Microcap Fund Institutional Shares 4,985 138
2025-08-11 13F Inspire Advisors, LLC 11,449 317
2025-08-14 13F Manufacturers Life Insurance Company, The 9,271 257
2025-08-14 13F Group One Trading, L.p. Call 2,100 425.00 58 544.44
2025-08-13 13F Arrowstreet Capital, Limited Partnership 454,496 43.94 12,603 68.42
2025-08-27 NP OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 8,900 21.73 247 42.20
2025-08-26 NP IAK - iShares U.S. Insurance 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 24,812 6.07 688 24.19
2025-08-14 13F Jacobs Levy Equity Management, Inc 330,152 17.90 9,155 37.96
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 4,543 14.46 110 44.74
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 7,171 26.47 199 47.76
2025-08-15 13F Great West Life Assurance Co /can/ 5,173 6.62 0
2025-08-12 13F Legal & General Group Plc 30,723 16.66 852 36.38
2025-08-08 13F/A Sterling Capital Management LLC 525 56.72 15 100.00
2025-08-11 13F Empowered Funds, LLC 103,674 7.74 2,875 26.05
2025-08-13 13F Northwestern Mutual Wealth Management Co 143 4
2025-07-24 NP BDSIX - BlackRock Advantage Small Cap Core Fund Institutional Shares 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 174,437 975.31 4,734 1,218.66
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 2,677 2.57 65 28.00
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 580,553 8.56 15,756 32.85
2025-08-14 13F Algert Global Llc 8,900 0
2025-08-14 13F Tudor Investment Corp Et Al 90,781 191.27 2,517 241.06
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 11,721 8.68 325 27.45
2025-08-13 13F State Board Of Administration Of Florida Retirement System 7,274 202
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 4,907 10.24 136 29.52
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 21,444 1.25 595 18.56
2025-08-26 NP BRSVX - Small-Cap Value Fund Class N 33,000 915
2025-07-25 13F Cwm, Llc 6,367 80.16 0
2025-08-05 13F Bank of New York Mellon Corp 255,200 3.67 7,077 21.31
2025-08-11 13F Rothschild Investment Llc 90 80.00 2 100.00
2025-08-12 13F XTX Topco Ltd 15,423 428
2025-08-14 13F Cubist Systematic Strategies, LLC 79,140 40.67 2,195 64.59
2025-08-14 13F Price T Rowe Associates Inc /md/ 12,715 27.34 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 1,034 85.30 29 115.38
2025-08-08 13F Larson Financial Group LLC 44 1
2025-08-13 13F Jump Financial, LLC 41,725 1,157
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 236,241 8.49 6,551 26.94
2025-07-14 13F Ai Financial Services Llc 20,129 558
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 937 0.64 26 13.64
2025-08-29 NP DHS - WisdomTree U.S. High Dividend Fund N/A 16,369 1.99 454 19.21
2025-08-13 13F Quantbot Technologies LP 22,836 40.31 633 64.42
2025-08-12 13F BlackRock, Inc. 2,668,923 5.47 74,009 23.40
2025-07-29 NP EBI - Longview Advantage ETF 2,847 760.12 77 1,000.00
2025-08-14 13F Fmr Llc 63,394 17.57 1,758 37.59
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 3,913 9.64 109 28.57
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 38,595 35.13 1,047 65.40
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 130 8.33 4 50.00
2025-07-28 NP VCSLX - Small Cap Index Fund 10,015 11.30 272 36.18
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 19,185 23.72 532 47.37
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 16 0
2025-08-27 NP TLEQX - Small-Cap Equity Fund 1,620 45
2025-08-28 NP QCSTRX - Stock Account Class R1 68,320 347.12 1,895 423.20
2025-08-26 NP Profunds - Profund Vp Small-cap 58 9.43 2 0.00
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 33,408 11.67 926 30.61
2025-08-15 13F Morgan Stanley 622,495 10.28 17,262 29.03
2025-08-14 13F Aqr Capital Management Llc 262,214 3.92 7,271 21.59
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 5,334 25.09 148 45.54
2025-07-29 13F Unison Advisors LLC 38,276 0.75 1,061 17.89
2025-07-31 13F Quest Partners LLC 15,895 11.40 441 30.18
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
2025-07-28 NP KBWP - Invesco KBW Property & Casualty Insurance 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 123,577 32.77 3,354 62.45
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 3,802 12.55 105 31.25
2025-07-14 13F GAMMA Investing LLC 964 31.69 27 52.94
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 1,826 2.07 51 19.05
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 31,812 27.95 863 56.62
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 49,111 3.59 1,333 26.74
2025-07-24 13F Us Bancorp \de\ 1,889 20,888.89 52
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 50,920 9.66 1,382 34.21
2025-08-08 13F Geode Capital Management, Llc 681,853 6.93 18,909 25.09
2025-08-19 13F State of Wyoming 12,520 364.91 347 450.79
2025-08-15 13F Tower Research Capital LLC (TRC) 2,656 390.04 74 508.33
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 8,293 2.88 230 19.90
2025-08-12 13F Prudential Financial Inc 85,363 102.51 2,367 136.94
2025-08-12 13F Ameritas Investment Partners, Inc. 2,597 28.56 72 53.19
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 33,968 1.92 942 19.26
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 27,537 9.73 667 37.53
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 1,903 35.64 46 70.37
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 30,616 8.30 849 26.76
2025-07-28 NP HDG - ProShares Hedge Replication ETF 31 10.71 1
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 9,237 16.95 256 36.90
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 45,225 348.88 1,254 426.89
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 653 52.57 18 80.00
2025-08-04 13F Strs Ohio 21,700 185.53 602 233.89
2025-08-14 13F Wells Fargo & Company/mn 15,898 13.47 441 32.53
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 5,182 15.49 144 34.91
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 1,331 37.78 37 63.64
2025-08-14 13F Raymond James Financial Inc 39,642 1,099
2025-08-14 13F Two Sigma Investments, Lp 268,914 19.16 7,457 39.42
2025-07-07 13F Versant Capital Management, Inc 289 25.65 8 60.00
2025-08-14 13F Ieq Capital, Llc 20,720 575
2025-08-11 13F Vanguard Group Inc 1,845,061 11.45 51,164 30.40
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 58,880 1.79 1,427 27.64
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 55,918 11.48 1,518 36.42
2025-06-25 NP FNCL - Fidelity MSCI Financials 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 9,117 0.50 221 25.71
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 16,106 12.02 447 31.18
2025-08-12 13F Franklin Resources Inc 39,970 0.14 1,108 17.25
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 2,386 21.80 66 43.48
2025-08-14 13F Two Sigma Advisers, Lp 366,984 25.16 10,176 46.44
2025-08-13 13F EverSource Wealth Advisors, LLC 381 592.73 11 900.00
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 118,192 10.41 3,208 35.09
2025-08-13 13F Norges Bank 87,500 2,426
2025-08-28 NP SEIS - SEI Select Small Cap ETF 19,246 12.14 534 31.28
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 5,634 17.55 137 47.83
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 57,148 8.70 1,585 27.23
2025-08-12 13F Trexquant Investment LP 170,815 108.57 4,737 144.00
2025-08-28 NP IWO - iShares Russell 2000 Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 54,082 49.99 1,500 75.53
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 5,100 168.42 138 228.57
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 21,410 2.81 594 20.28
2025-08-01 13F Teacher Retirement System Of Texas 95,942 7.16 2,660 25.41
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 36 9.09 1
2025-08-14 13F State Street Corp 607,946 1.41 16,858 18.65
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 20,913 16.56 580 36.24
2025-08-14 13F Qube Research & Technologies Ltd 116,902 48.13 3,242 73.32
2025-06-24 NP ESCKX - 1290 Essex Small Cap Growth Fund Class R 39,005 1.08 945 26.68
2025-06-25 NP GSATX - Goldman Sachs Small Cap Value Insights Fund Class A 150,123 5.09 3,639 31.72
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 1,277 31.11 35 61.90
2025-08-14 13F Janus Henderson Group Plc 189,744 1,511.96 5,262 1,813.09
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 7,419 206
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 15,547 8.83 422 33.23
2025-08-14 13F Balyasny Asset Management Llc 28,320 134.85 785 175.44
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 33,842 2.32 938 19.80
2025-08-13 13F MetLife Investment Management, LLC 15,608 10.20 433 28.96
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 20,446 275.57 555 793.55
2025-08-29 NP QSML - WisdomTree U.S. SmallCap Quality Growth Fund 308 9
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 17,603 3.53 488 21.39
2025-08-01 13F Vision Financial Markets Llc 102 0.99 3 0.00
2025-08-13 13F Victory Capital Management Inc 76,954 542.84 2,134 653.71
2025-07-15 13F Fifth Third Bancorp 40 150.00 1
2025-08-08 13F Islay Capital Management, Llc 37,576 1,042
2025-07-25 NP USCRX - Cornerstone Moderately Aggressive Fund 8,903 1.74 242 24.23
2025-08-12 13F Picton Mahoney Asset Management 49,263 1
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 106 231.25 3
2025-08-14 13F Brevan Howard Capital Management LP 17,970 498
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DE:5UI € 21.60
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