UVV / Universal Corporation - Kepemilikan Institusional - Pembeli

Universal Corporation
US ˙ NYSE ˙ US9134561094

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Universal Corporation meliputi Elevation Series Trust - TrueShares Active Yield ETF, Arkadios Wealth Advisors, Horizon Investments, LLC, Quest Partners LLC, Rexford Capital Inc, Virtu Financial LLC, Ballentine Partners, LLC, Howland Capital Management Llc, WSML - iShares MSCI World Small-Cap ETF, Mount Yale Investment Advisors, LLC, SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF, Byrne Asset Management LLC, Twin Peaks Wealth Advisors, LLC, Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF, Bare Financial Services, Inc, MAI Capital Management, Annis Gardner Whiting Capital Advisors, LLC, ETTOX - E*TRADE No Fee Total Market Index Fund, dan NewSquare Capital LLC .

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
(%)
2025-07-09 13F Massmutual Trust Co Fsb/adv 38 2
2025-08-12 13F Nuveen, LLC 70,066 21.19 4,081 25.93
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 7 16.67 0
2025-08-12 13F CIBC Private Wealth Group, LLC 8,576 3.33 499 15.24
2025-08-25 NP FGD - First Trust Dow Jones Global Select Dividend 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 121,260 22.69 7,062 27.50
2025-08-13 13F Cary Street Partner Investment Advisory Llc 28 86.67 2
2025-08-27 NP VICE - AdvisorShares Vice ETF 5,500 320
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 4,583 31.47 300 60.75
2025-07-08 13F Parallel Advisors, LLC 238 71.22 14 85.71
2025-08-12 13F Public Sector Pension Investment Board 84,279 7.64 4,908 11.85
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 59,641 2.94 3,475 12.93
2025-08-13 13F Quantbot Technologies LP 293 150.43 17 183.33
2025-08-12 13F Dynamic Technology Lab Private Ltd 10,840 87.54 631 94.75
2025-08-27 NP PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 22,190 0.91 1,292 4.87
2025-08-05 13F Simplex Trading, Llc Put 2,700 35.00 0
2025-08-11 13F Martingale Asset Management L P 33,376 9.79 1,944 14.09
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 1,243 3.67 72 14.29
2025-06-27 NP RSSL - Global X Russell 2000 ETF 14,583 6.59 850 16.94
2025-08-11 13F Vanguard Group Inc 2,962,591 1.12 172,541 5.07
2025-06-24 NP SFSNX - Schwab Fundamental US Small Company Index Fund Institutional Shares 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 58,262 4.61 3,395 14.74
2025-05-28 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 Short -7,647 -429
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 71,316 8.13 4,156 18.61
2025-08-13 13F EverSource Wealth Advisors, LLC 719 264.97 42 272.73
2025-07-11 13F Farther Finance Advisors, LLC 154 49.51 9 60.00
2025-08-12 13F Steward Partners Investment Advisory, Llc 490 28.95 29 33.33
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 7,528 4.06 439 14.06
2025-08-05 13F Bank Of Montreal /can/ 8,450 10.85 492 15.22
2025-08-27 13F/A Squarepoint Ops LLC 50,608 738.30 2,947 771.89
2025-08-05 13F Versor Investments LP 4,055 236
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 1,013 8.11 59 11.54
2025-06-30 NP SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF 757 44
2025-08-12 13F Pacer Advisors, Inc. 243,992 14,210
2025-08-12 13F Brandywine Global Investment Management, LLC 106,381 6,196
2025-08-14 NP FLSPX - SPECTRUM FUND Retail Class 3,188 1,080.74 186 1,133.33
2025-08-12 13F Rhumbline Advisers 62,522 2.46 3,641 6.46
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 2,732 2.59 159 12.77
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 756,185 1.54 44,040 5.51
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 26,572 1.64 1,548 5.60
2025-08-28 NP BUYO - KraneShares Man Buyout Beta Index ETF 87 295.45 5 400.00
2025-08-14 13F Royal Bank Of Canada 26,033 8.43 1,515 12.64
2025-05-30 NP ERNZ - TrueShares Active Yield ETF 97,210 226.99 5,449 234.23
2025-08-14 13F Ubs Asset Management Americas Inc 70,381 90.44 4,099 97.88
2025-08-14 13F Susquehanna International Group, Llp 37,272 20.28 2,171 25.00
2025-08-14 13F Susquehanna International Group, Llp Call 39,700 31.89 2,312 37.05
2025-08-14 13F CoreCap Advisors, LLC 22,109 2.32 1,288 6.28
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 1,051 13.50 69 38.78
2025-08-14 13F Alliancebernstein L.p. 26,702 1.94 1,555 5.93
2025-08-13 13F Arizona State Retirement System 7,206 1.74 420 5.54
2025-07-28 NP HDG - ProShares Hedge Replication ETF 32 14.29 2 100.00
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 18,242 2.82 1,062 6.84
2025-08-12 13F Prudential Financial Inc 130,709 4.64 7,612 8.73
2025-08-13 13F ExodusPoint Capital Management, LP 50,172 3
2025-08-04 13F Arkadios Wealth Advisors 34,193 1,991
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 151,931 32.57 8,848 37.75
2025-08-14 13F Bnp Paribas Arbitrage, Sa 7,723 310.14 450 327.62
2025-06-27 NP DIV - Global X SuperDividend U.S. ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., 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 255,481 1.77 14,887 11.63
2025-07-29 NP GMUEX - GMO U.S. Equity Fund Class III 3,307 270.74 216 359.57
2025-07-16 13F State of Alaska, Department of Revenue 14,723 7.60 1
2025-08-08 13F Creative Planning 11,597 25.71 675 30.56
2025-03-31 NP AVFIX - American Beacon Small Cap Value Fund Institutional Class 59,450 0.02 3,158 4.33
2025-08-13 13F Jones Financial Companies Lllp 1,140 22.19 67 26.92
2025-08-14 13F Horizon Investments, LLC 8,225 472
2025-07-10 13F Exchange Traded Concepts, Llc 15,015 1.96 874 5.94
2025-08-06 13F Commonwealth Equity Services, Llc 6,055 2.64 0
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 1,719 2.93 100 7.53
2025-08-18 13F Rexford Capital Inc 4,650 271
2025-08-14 13F Susquehanna Portfolio Strategies, LLC 16,999 990
2025-05-15 13F Texas Permanent School Fund 24,586 1,433
2025-08-14 13F Hancock Whitney Corp 9,597 559
2025-05-22 NP ROSC - Hartford Multifactor Small Cap ETF 3,798 40.30 213 43.24
2025-08-14 13F D. E. Shaw & Co., Inc. 171,783 212.92 10,005 225.23
2025-08-25 NP QWVOX - Clearwater Small Companies Fund 21,089 1,615.95 1,228 1,629.58
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 3,894 1.17 227 5.12
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 9,580 26.50 558 38.81
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 2,089 5.77 122 10.00
2025-08-14 13F Verition Fund Management LLC 7,301 51.50 425 57.41
2025-08-26 13F/A Thrivent Financial For Lutherans 18,174 0.20 1 0.00
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 1,880 15.41 110 26.74
2025-07-29 NP VFMV - Vanguard U.S. Minimum Volatility 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 5,949 47.11 389 100.52
2025-08-13 13F Cerity Partners LLC 24,022 3.71 1,399 7.78
2025-07-31 13F Nisa Investment Advisors, Llc 26,849 39.80 1,564 45.26
2025-07-09 13F Byrne Asset Management LLC 514 30
2025-08-28 NP HEJD - VictoryShares Hedged Equity Income ETF 1,012 109.09 59 114.81
2025-08-14 13F/A Barclays Plc 56,840 56.97 3 50.00
2025-08-12 13F Virtu Financial LLC 4,636 0
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 415 5.60 24 9.09
2025-07-24 13F Capital Advisors, Ltd. LLC 19 11.76 0
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 48,554 11.99 2,829 22.89
2025-07-24 NP HSMNX - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 7,928 597.27 518 859.26
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 11,338 3.00 661 13.01
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 9 1
2025-07-30 NP OUSM - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF Shares 28,278 2.59 1,849 25.19
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 41,418 2.19 2,412 6.21
2025-05-29 NP TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 0 -100.00 0 -100.00
2025-08-13 13F Arrowstreet Capital, Limited Partnership 123,602 1,218.70 7,199 1,271.05
2025-08-13 13F Cambria Investment Management, L.P. 11,964 113.41 697 121.66
2025-08-06 13F AE Wealth Management LLC 3,849 3.05 224 7.18
2025-08-14 13F Lazard Asset Management Llc 21,168 1,457.62 1
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 8,677 11.49 506 22.28
2025-08-14 13F Citadel Advisors Llc 74,587 4,344
2025-08-14 13F Citadel Advisors Llc Call 15,600 4.00 909 8.10
2025-08-14 13F Citadel Advisors Llc Put 12,900 9.32 751 13.62
2025-08-08 13F/A Sterling Capital Management LLC 644 55.18 38 60.87
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 135,071 0.32 8,832 22.36
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 116,498 1.47 6,788 11.32
2025-07-09 13F Harbor Capital Advisors, Inc. 200 1.52 0
2025-08-13 13F Russell Investments Group, Ltd. 9,227 102.93 537 111.42
2025-08-12 13F Legal & General Group Plc 69,164 4.79 4,028 8.89
2025-08-12 13F Jpmorgan Chase & Co 98,138 16.36 5,716 20.90
2025-08-08 13F Cetera Investment Advisers 5,307 27.76 309 33.19
2025-08-12 13F MAI Capital Management 19 1
2025-08-14 13F Tudor Investment Corp Et Al 42,015 2,447
2025-08-15 13F Captrust Financial Advisors 5,476 3.22 319 7.07
2025-08-14 13F Vident Advisory, LLC 7,034 1.75 410 5.68
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 11,733 683
2025-08-14 13F Algert Global Llc 7,280 0
2025-08-14 13F Sunbelt Securities, Inc. 3,891 20.84 213 18.33
2025-08-04 13F Hantz Financial Services, Inc. 1,343 63.18 0
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 52 3
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 2,786 88.88 162 107.69
2025-07-29 NP EBI - Longview Advantage ETF 3,711 20,516.67 243
2025-08-04 13F Strs Ohio 5,700 332
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 1,313 8.24 76 13.43
2025-08-05 13F Bank of New York Mellon Corp 380,345 1.05 22,151 5.00
2025-08-14 13F Quantinno Capital Management LP 6,985 61.20 407 67.77
2025-08-14 13F Ameriprise Financial Inc 80,377 0.37 4,681 4.30
2025-08-14 13F Millennium Management Llc 16,659 970
2025-07-25 NP FNDB - Schwab Fundamental U.S. Broad Market Index ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,099 7.31 137 31.73
2025-08-26 NP Profunds - Profund Vp Small-cap Value 540 0.37 31 3.33
2025-08-14 13F Cubist Systematic Strategies, LLC 105,273 6,131
2025-08-29 NP DHS - WisdomTree U.S. High Dividend Fund N/A 14,172 2.02 825 6.04
2025-08-14 13F Price T Rowe Associates Inc /md/ 26,551 4.58 2 0.00
2025-08-05 13F NewSquare Capital LLC 3 0
2025-06-25 NP FSTA - Fidelity MSCI Consumer Staples 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 42,143 49.92 2,456 64.43
2025-08-14 13F Oxford Asset Management Llp 7,624 444
2025-08-13 13F Baird Financial Group, Inc. 4,152 5.06 242 9.05
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 5,427 10.13 316 14.49
2025-08-01 13F Bessemer Group Inc 215 74.80 0
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 73,942 4,306
2025-08-14 13F Fmr Llc 5,069 33.36 295 38.50
2025-08-26 NP XVOL - Acruence Active Hedge U.S. Equity ETF 2,290 51.16 133 58.33
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 3,709 2.29 216 6.40
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 199 1.53 12 10.00
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 4,661 16.79 272 27.83
2025-08-12 13F Aigen Investment Management, Lp 3,612 210
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 120,687 9.78 7,892 33.90
2025-07-29 NP VCSAX - Vanguard Consumer Staples Index 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 281,835 41.03 18,429 72.02
2025-08-14 13F Jane Street Group, Llc 87,598 25.01 5,102 29.90
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 3,526 3.22 205 7.33
2025-08-14 13F Hrt Financial Lp 25,328 1
2025-08-28 NP WDIV - SPDR S&P Global Dividend 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 45,302 7.89 2,638 12.11
2025-08-07 13F Meeder Asset Management Inc 3,188 1,080.74 186 1,133.33
2025-08-14 13F State Street Corp 1,378,295 1.60 80,272 5.57
2025-08-13 13F Grantham, Mayo, Van Otterloo & Co. LLC 16,605 54.24 967 60.36
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 828 3.89 48 9.09
2025-08-15 13F Morgan Stanley 381,953 12.69 22,245 17.09
2025-07-15 13F Ballentine Partners, LLC 4,375 255
2025-07-31 13F Quest Partners LLC 5,328 310
2025-07-16 13F Signaturefd, Llc 662 0.76 39 5.56
2025-07-17 13F SummerHaven Investment Management, LLC 16,786 1.62 978 5.62
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 299 3.10 17 6.25
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 7 0
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 123 0.82 7 16.67
2025-08-28 NP Elevation Series Trust - TrueShares Active Yield ETF 84,899 4,945
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 6,346 7.40 370 11.48
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F Gotham Asset Management, LLC 13,053 760
2025-07-24 13F Us Bancorp \de\ 2,136 19.20 124 24.00
2025-08-04 13F AdvisorShares Investments LLC 5,500 320
2025-08-15 13F State of Tennessee, Treasury Department 9,432 55.69 549 61.95
2025-08-25 NP GENIX - Gotham Enhanced Return Fund Institutional Class 782 3,158.33 46 4,400.00
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 393 1,865.00 23 2,100.00
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 239 13
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 4,578 7.46 267 11.76
2025-07-29 NP SIXL - 6 Meridian Low Beta Equity Strategy ETF 14,871 0.79 972 23.04
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 3,560 4.86 207 8.95
2025-08-15 13F Tower Research Capital LLC (TRC) 2,308 109.63 134 119.67
2025-07-28 NP VCSLX - Small Cap Index Fund 10,828 17.93 708 43.90
2025-08-19 13F State of Wyoming 3,849 224
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 539 7.80 31 10.71
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 34,607 6.70 2,263 30.15
2025-08-07 13F Navellier & Associates Inc 66,861 0.08 3,894 -0.69
2025-08-18 13F Wolverine Trading, Llc Call 7,500 66.67 440 74.21
2025-08-11 13F Principal Securities, Inc. 45 164.71 3
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 11,782 5.08 686 9.24
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 18,174 0.20 1,058 4.13
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 4,797 2.46 280 12.50
2025-08-05 13F Sigma Planning Corp 6,059 7.16 353 11.39
2025-08-14 13F Wells Fargo & Company/mn 33,504 10.63 1,951 14.97
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 129,529 4.15 7,544 8.22
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 32,448 16.59 2,122 42.25
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 244,560 3.15 14,251 13.15
2025-08-08 13F Pnc Financial Services Group, Inc. 2,963 12.75 173 17.01
2025-08-14 13F Sei Investments Co 3,548 207
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 11,203 0.39 652 4.32
2025-06-17 NP MMSMX - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 19,644 37.66 1,145 50.92
2025-08-25 NP GONIX - Gotham Neutral Fund Institutional Class 679 -151.48 40 -169.64
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 4,765 5.30 278 15.42
2025-07-25 13F Cwm, Llc 1,148 3.42 0
2025-08-13 13F Mount Yale Investment Advisors, LLC 758 44
2025-08-28 NP AXVNX - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 971 18.41 57 24.44
2025-08-13 13F Walleye Capital LLC 28,458 170.46 1,657 181.32
2025-08-14 13F Two Sigma Investments, Lp 192,060 317.38 11,186 333.70
2025-07-11 13F/A Umb Bank N A/mo 96 12.94 6 25.00
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 620 19.23 36 24.14
2025-08-14 13F Two Sigma Advisers, Lp 154,600 287.47 9,004 302.64
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 28,846 2.74 1,680 6.74
2025-05-29 NP USVM - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 85,086 271.72 4,769 280.00
2025-06-17 NP GSEQX - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 4,396 30.02 256 43.02
2025-08-08 13F Larson Financial Group LLC 19 46.15 1
2025-08-25 NP GARIX - Gotham Absolute Return Fund Institutional Class 3,792 -132.25 221 -144.09
2025-07-17 13F Sound Income Strategies, LLC 518 3.39 30 7.14
2025-08-14 13F Voloridge Investment Management, Llc 13,418 18.55 781 23.19
2025-07-14 13F GAMMA Investing LLC 1,155 0.52 67 4.69
2025-05-05 13F Lindbrook Capital, Llc 153 6.25 9 14.29
2025-08-07 13F Illinois Municipal Retirement Fund 13,962 15.69 813 20.27
2025-08-26 NP FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF 1,840 13.02 107 17.58
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 10,333 602
2025-08-18 13F/A Nomura Holdings Inc 36,259 2,112
2025-08-14 13F Voya Investment Management Llc 21,660 102.03 1,261 110.17
2025-08-07 13F Allworth Financial LP 378 1.07 22 4.76
2025-07-15 13F Fifth Third Bancorp 134 13.56 8 16.67
2025-08-14 13F/A Skopos Labs, Inc. 217 14.21 13 20.00
2025-08-14 13F Qube Research & Technologies Ltd 438,134 180.47 25,517 191.44
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 1,456 95
2025-08-14 13F Balyasny Asset Management Llc 17,789 1,036
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 7,884 3.45 459 7.49
2025-08-13 13F Bare Financial Services, Inc 51 3
2025-08-14 13F Point72 Asset Management, L.P. 12,050 702
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 28,471 1.41 1,658 5.40
2025-08-15 13F Howland Capital Management Llc 3,558 207
2025-08-01 13F Teacher Retirement System Of Texas 3,749 3.85 218 7.92
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 8,739 3.42 509 7.40
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 2,241 13.07 131 17.12
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 278,426 4.88 16,216 8.98
2025-08-14 13F Point72 (DIFC) Ltd 791 46
2025-08-14 13F Brevan Howard Capital Management LP 10,993 194.48 640 206.22
2025-08-14 13F Quarry LP 18 1
2025-08-26 NP Profunds - Profund Vp Small-cap 55 1.85 3 0.00
2025-07-07 13F Versant Capital Management, Inc 425 157.58 25 166.67
2025-05-27 NP GAFCX - Virtus AlphaSimplex Global Alternatives Fund Class C 7,893 92.23 442 96.44
2025-08-14 13F Sherbrooke Park Advisers Llc 6,495 378
2025-08-11 13F Heritage Wealth Advisors 17,793 44.44 1,036 50.14
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 3,488 15.77 203 26.88
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 18,268 0.12 1,064 4.01
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 21,907 11.20 1,277 21.99
2025-08-26 NP IPSIX - Voya Index Plus SmallCap Portfolio Class I 14,707 285.30 857 301.88
2025-08-13 13F Employees Retirement System of Texas 5,649 0
Other Listings
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