UWMC / UWM Holdings Corporation - Kepemilikan Institusional - Pembeli

UWM Holdings Corporation
US ˙ NYSE

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di UWM Holdings Corporation meliputi 683 Capital Management, LLC, FDGFX - Fidelity Dividend Growth Fund, EMG Holdings, L.P., EVR Research LP, BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A, Agf Management Ltd, Nomura Holdings Inc, Salzhauer Michael, DFSTX - U.s. Small Cap Portfolio - Institutional Class, Ilex Capital Partners (UK) LLP, JCSD Capital, LLC, Winton Capital Group Ltd, Sig Brokerage, Lp, Atom Investors LP, Sig Brokerage, Lp, Vise Technologies, Inc., Sig Brokerage, Lp, Vestmark Advisory Solutions, Inc., PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF, dan Equitable Holdings, Inc. .

Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)		 Saham Δ Saham
(%)		 Dilaporkan
Nilai
($1000)		 Nilai Δ
(%)		 Alokasi Port
(%)
2025-08-20 NP QRPNX - AQR Alternative Risk Premia Fund Class N Short -11,602 13.26 -48 -12.73
2025-06-26 NP JHMM - John Hancock Multifactor Mid Cap ETF 29,810 116.39 140 68.67
2025-08-14 13F Goldman Sachs Group Inc 1,070,307 67.19 4,431 26.78
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 210,831 51.57 873 14.89
2025-07-08 13F Parallel Advisors, LLC 29,533 94.62 122 48.78
2025-08-20 NP QLEIX - AQR Long-Short Equity Fund Class I Short -265,258 250.96 -1,098 147.86
2025-08-26 NP IRMAX - Voya RussellTM Mid Cap Index Portfolio Class ADV 12,815 69.26 53 29.27
2025-07-15 13F Public Employees Retirement System Of Ohio 48,712 67.73 202 27.22
2025-08-12 13F Charles Schwab Investment Management Inc 851,836 48.23 3,527 12.40
2025-08-14 13F Susquehanna International Group, Llp Put 487,200 26.18 2,017 -4.32
2025-08-14 13F Susquehanna International Group, Llp 677,827 319.50 2,806 218.14
2025-03-26 NP FTLS - First Trust Long/Short Equity 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 0 -100.00 0 -100.00
2025-08-14 13F Wellington Management Group Llp 10,637 44
2025-08-14 13F Susquehanna International Group, Llp Call 361,900 87.71 1,498 42.40
2025-06-26 NP USMIX - Extended Market Index Fund 14,225 1.03 67 -21.43
2025-08-14 13F D. E. Shaw & Co., Inc. 699,504 2,896
2025-08-12 13F Rhumbline Advisers 115,501 18.50 478 -10.15
2025-08-12 13F Coston, McIsaac & Partners 1,409 2.32 0
2025-08-12 13F Steward Partners Investment Advisory, Llc 963,733 76,205.07 3,990 66,383.33
2025-07-22 13F Gsa Capital Partners Llp 381,620 147.76 2
2025-08-06 13F Penserra Capital Management LLC 52,992 22.28 0
2025-08-12 13F Axq Capital, Lp 92,706 85.24 384 40.29
2025-08-05 13F Simplex Trading, Llc 74,504 36.47 0
2025-08-11 13F Rothschild Investment Llc 90 125.00 0
2025-07-11 13F Farther Finance Advisors, LLC 748 192.19 3 200.00
2025-08-14 13F Algert Global Llc 156,950 1
2025-08-26 NP TRMNX - T. Rowe Price Mid-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 9,028 70.89 37 32.14
2025-08-28 NP ONEY - SPDR Russell 1000 Yield Focus 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 19,663 9.03 81 -17.35
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 3,915 510.76 16 433.33
2025-06-18 NP RSEAX - U.S. Strategic Equity Fund Class A Short -302,357 74.76 -1,421 36.24
2025-07-24 13F Financial Connections Group, Inc. 2,678 2.29 0
2025-08-18 13F Wolverine Trading, Llc Call 74,200 5.25 304 -23.23
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 10,920 47
2025-07-29 NP VFAIX - Vanguard Financials 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 205,734 40.83 885 -3.60
2025-07-29 NP PTL - Inspire 500 ETF 38,474 18.25 165 -19.12
2025-08-06 13F Agf Management Ltd 742,034 3,072
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 529,757 0.77 2,278 -31.02
2025-08-08 13F Principal Financial Group Inc 10,263 42
2025-08-14 13F Prana Capital Management, LP 51,385 213
2025-06-26 NP FIOOX - Fidelity Series Large 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 9,980 2.16 47 -20.69
2025-08-20 NP QCFIX - AQR CVX Fusion Fund Class I Short -817 -3
2025-08-28 NP IWR - iShares Russell Mid-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 550,493 54.23 2,279 16.99
2025-08-22 NP BTAL - AGFiQ U.S. Market Neutral Anti-Beta Fund 335,002 -237.93 1,387 -204.52
2025-07-29 NP VRNIX - Vanguard Russell 1000 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 15,799 4.88 68 -28.72
2025-08-20 NP QMFNX - AQR MS Fusion Fund Class N Short -4,670 -19
2025-08-11 13F Covestor Ltd 380 1,483.33 0
2025-07-28 NP James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C 155,700 55.70 670 6.53
2025-08-11 13F EntryPoint Capital, LLC 43,342 179
2025-08-14 13F Lebenthal Global Advisors, LLC 148,435 40.72 615 6.78
2025-09-04 13F/A Advisor Group Holdings, Inc. 43,793 23.99 181 -5.73
2025-08-14 13F Treasurer of the State of North Carolina 73,286 69.83 0
2025-07-22 NP GUSA - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2,916 0.14 13 -33.33
2025-08-13 13F Arizona State Retirement System 46,876 29.36 194 -1.52
2025-08-12 13F EMG Holdings, L.P. 1,777,370 7,358
2025-08-12 13F EMG Holdings, L.P. Call 2,000,000 8,280
2025-07-29 NP BIBL - Inspire 100 ETF 161,264 17.35 693 -19.61
2025-08-14 13F Ubs Asset Management Americas Inc 479,422 78.72 1,985 35.52
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 4,294 20
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 7,006 3.69 33 -20.00
2025-08-12 13F Swiss National Bank 307,000 25.46 1,271 -4.94
2025-07-24 NP FADAX - Fidelity Advisor Dividend Growth Fund Class A 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 591,300 205.97 2,543 109.56
2025-08-14 13F Dark Forest Capital Management Lp 96,077 398
2025-08-13 13F Jones Financial Companies Lllp 2,454 2.12 10 -23.08
2025-08-06 13F Golden State Wealth Management, LLC 24 0
2025-08-14 13F Peak6 Llc 79,987 331
2025-08-08 13F SBI Securities Co., Ltd. 394 16.57 2 0.00
2025-08-14 13F Quantinno Capital Management LP 144,966 32.27 600 0.33
2025-07-25 NP SCHB - Schwab U.S. Broad Market 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 52,747 0.09 227 -31.52
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 171,438 44.41 730 12.65
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 28,482 3.43 134 -19.88
2025-07-25 13F JustInvest LLC 19,060 39.00 79 5.41
2025-08-13 13F Bank Of Nova Scotia 51,503 213
2025-07-07 13F Versant Capital Management, Inc 5,216 857.06 22 950.00
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 6,668 4.89 31 -18.42
2025-08-08 13F Hartland & Co., LLC 1,587 34.83 7 0.00
2025-08-15 13F Morgan Stanley 2,591,279 12.88 10,728 -14.42
2025-08-26 NP IWB - iShares Russell 1000 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 67,559 0.67 280 -23.77
2025-06-24 NP SWMCX - Schwab U.S. Mid-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 16,509 25.06 78 -2.53
2025-07-30 NP PTEC - Global X PropTech ETF 2,898 63.36 12 9.09
2025-08-06 13F DDFG, Inc 19,591 2.20 81 -22.12
2025-08-13 13F Walleye Trading LLC 411,924 1,705
2025-08-13 13F Walleye Trading LLC Call 64,300 1,507.50 266 1,166.67
2025-06-26 NP FDGFX - Fidelity Dividend 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 2,507,800 11,787
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 49,316 185.13 232 122.12
2025-08-14 13F 683 Capital Management, LLC 4,800,000 19,872
2025-07-24 13F CWM Advisors, LLC 218,015 0.63 903 -23.69
2025-08-14 13F Alyeska Investment Group, L.P. 1,405,790 5,820
2025-08-14 13F Bank Of America Corp /de/ 3,758,600 93.80 15,561 46.94
2025-08-01 13F Envestnet Asset Management Inc 121,444 437.20 503 308.13
2025-08-14 13F/A Barclays Plc 141,138 53.29 1
2025-07-31 13F Carrera Capital Advisors 486,378 1.04 2,062 -23.01
2025-08-14 13F Nebula Research & Development LLC 365,358 114.71 1,513 62.76
2025-08-07 13F Vise Technologies, Inc. 36,980 153
2025-08-14 13F Ilex Capital Partners (UK) LLP 148,466 615
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 460,050 0.44 1,978 -31.22
2025-08-13 13F Hsbc Holdings Plc 191,138 792
2025-08-19 13F Delos Wealth Advisors, LLC 10 0
2025-08-08 13F Cetera Investment Advisers 112,961 20.53 468 -8.61
2025-08-14 13F Winton Capital Group Ltd 134,610 557
2025-08-14 13F Royal Bank Of Canada 900,332 4,757.21 3,727 3,590.10
2025-06-18 NP REBYX - U.S. Small Cap Equity Fund Class Y Short -14,531 -68
2025-05-30 NP QSML - WisdomTree U.S. SmallCap Quality Growth Fund 980 6.29 5 0.00
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 1,222 6
2025-08-14 13F Schonfeld Strategic Advisors LLC 388,938 785.34 1,610 573.64
2025-08-20 NP QMNIX - AQR Equity Market Neutral Fund Class I Short -141,229 175.90 -585 109.32
2025-08-12 13F Nuveen, LLC 234,361 7.45 970 -18.49
2025-07-29 NP VRVIX - Vanguard Russell 1000 Value 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 15,430 5.68 66 -27.47
2025-06-26 NP JHML - John Hancock Multifactor Large Cap ETF 10 66.67 0
2025-03-31 NP BIVIX - Invenomic Fund Institutional Class shares 0 -100.00 0 -100.00
2025-08-14 13F PDT Partners, LLC 188,612 28.57 781 -2.50
2025-06-26 NP DFSTX - U.s. Small Cap 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 309,747 1,456
2025-08-13 13F Russell Investments Group, Ltd. 22,602 68.51 94 27.40
2025-08-14 13F Azora Capital LP 2,181,575 9,032
2025-08-28 NP SMMD - iShares Russell 2500 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 39,912 79.03 165 36.36
2025-06-26 NP SMNCX - Steward Equity Market Neutral Fund Class C Short -259,000 45.51 -1,217 13.42
2025-08-05 13F Bank of New York Mellon Corp 1,247,081 16.40 5,163 -11.75
2025-08-12 13F XTX Topco Ltd 553,028 480.00 2,290 340.19
2025-06-26 NP BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend 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 743,361 3,494
2025-08-14 13F DRW Securities, LLC 21,500 89
2025-08-13 13F Capital Fund Management S.a. 573,583 260.93 2,375 173.82
2025-08-12 13F Deutsche Bank Ag\ 12,434 49.86 51 13.33
2025-08-12 13F SRS Capital Advisors, Inc. 2,300 10
2025-08-26 NP EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 4,292 330.49 18 240.00
2025-08-12 13F Handelsbanken Fonder AB 16,300 0
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 94,165 46.25 390 10.83
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 135,868 7.59 584 -26.36
2025-08-14 13F EVR Research LP 1,011,825 4,189
2025-08-15 13F Tower Research Capital LLC (TRC) 5,331 14.11 22 -12.00
2025-08-14 13F Atom Investors LP 85,067 352
2025-08-14 13F Limestone Investment Advisors LP 250
2025-08-26 NP VVIMX - Voya VACS Index Series MC Portfolio 4,713 13.32 20 -13.64
2025-06-25 NP BKMC - BNY Mellon US Mid Cap Core Equity ETF 16,421 29.57 77 1.32
2025-08-14 13F Citadel Advisors Llc Put 475,300 15.79 1,968 -12.23
2025-08-13 13F Marshall Wace, Llp 1,013,388 29.48 4,195 -1.83
2025-07-29 NP BLES - Inspire Global Hope ETF 53,684 2.53 231 -29.88
2025-08-14 13F Stifel Financial Corp 22,867 95
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 3,860 2.88 16 -25.00
2025-08-13 13F Jump Financial, LLC 526,517 2,180
2025-08-20 NP QLFIX - AQR LSE Fusion Fund Class I Short -3,010 -12
2025-08-13 13F First Trust Advisors Lp 1,205,762 4,992
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 5,379 14.59 22 -12.00
2025-06-23 NP IYF - iShares U.S. Financials 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 81,522 3.51 383 -19.20
2025-08-14 13F Sig Brokerage, Lp Put 30,000 124
2025-08-14 13F Diameter Capital Partners LP 2,750,000 11,385
2025-08-14 13F Sig Brokerage, Lp 39,157 162
2025-08-12 13F Jpmorgan Chase & Co 2,438 205.13 10 150.00
2025-08-14 13F Sig Brokerage, Lp Call 100,000 414
2025-05-27 NP NOIEX - Northern Income Equity Fund 93,050 9.66 508 2.01
2025-08-26 NP GVIZX - Value Equity Index Fund Investor 3,777 16
2025-08-14 13F Fmr Llc 16,260,385 7.62 67,318 -18.40
2025-08-08 13F Good Life Advisors, LLC 11,296 1.72 47 -23.33
2025-08-13 13F Amundi 220,701 11,842.69 947 9,360.00
2025-07-31 13F R Squared Ltd 12,371 51
2025-08-14 13F Federation des caisses Desjardins du Quebec 300 1
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 43,955 3.92 207 -19.22
2025-08-14 13F Hrt Financial Lp 156,080 1
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 276 38.69 1 0.00
2025-08-12 13F Legal & General Group Plc 180,164 65.88 746 25.63
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 325,981 6.56 1,350 -19.22
2025-08-06 13F Vestmark Advisory Solutions, Inc. 24,798 103
2025-08-26 NP EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 9,165 304.81 38 208.33
2025-08-14 13F Price T Rowe Associates Inc /md/ 57,978 80.32 0
2025-08-04 13F Hantz Financial Services, Inc. 2,769 0.62 0
2025-08-14 13F Headlands Technologies LLC 2,772 11
2025-08-12 13F MAI Capital Management 803 20.39 3 0.00
2025-08-08 13F/A Sterling Capital Management LLC 9,308 399.62 39 280.00
2025-08-08 13F Geode Capital Management, Llc 2,414,282 47.48 9,997 11.80
2025-07-28 NP EQAL - Invesco Russell 1000 Equal Weight 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 69,515 1.39 299 -30.70
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 6,699 158.75 31 93.75
2025-08-29 NP STXM - Strive Mid-Cap ETF 743 6.29 3 0.00
2025-08-13 13F Invesco Ltd. 356,427 173.33 1,476 107.45
2025-08-14 13F Salzhauer Michael Call 325,000 165
2025-08-14 13F Salzhauer Michael 70,000 290 127.56
2025-06-26 NP FLCOX - Fidelity Large 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 38,056 222.56 179 150.70
2025-07-31 13F 180 Wealth Advisors, Llc 107,822 59.72 446 21.20
2025-08-27 NP NAESX - Vanguard Small-Cap 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 4,444,622 41.13 18,401 7.01
2025-06-30 NP PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 23,401 110
2025-08-14 13F Polymer Capital Management (US) LLC 38,873 161
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 79 0
2025-07-28 NP MSLC - Morgan Stanley Pathway Large Cap Equity ETF 6,999 129.85 30 57.89
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 2,186 14.51 9 -10.00
2025-08-27 NP VISGX - Vanguard Small-Cap Growth 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 2,465,551 39.91 10,207 6.09
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 25,207 4.04 118 -19.18
2025-08-14 13F UBS Group AG 2,002,496 241.71 8,290 159.14
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 Short -682,396 47.40 -2,825 11.79
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 2,246,838 47.32 9,302 11.70
2025-07-25 NP HIDV - AB US High Dividend ETF 59,256 32.43 255 -9.29
2025-08-15 13F CI Private Wealth, LLC 23,072 3.76 96 -21.49
2025-07-29 13F Easterly Investment Partners Llc 242,225 45.47 1,003 10.23
2025-08-13 13F PACK Private Wealth, LLC 17,022 70
2025-08-11 13F Principal Securities, Inc. 1,420 6
2025-08-04 13F Amalgamated Bank 6,195 4.19 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 11,240 245.00 47 170.59
2025-08-12 13F BlackRock, Inc. 8,368,993 24.00 34,648 -5.98
2025-07-24 NP FDFF - Fidelity Disruptive Finance ETF 78,983 54.92 340 5.94
2025-07-29 NP VRGWX - Vanguard Russell 1000 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 80,191 4.70 345 -28.48
2025-08-14 13F Group One Trading, L.p. 225,139 0.87 932 -23.48
2025-08-08 13F Creative Planning 135,816 300.25 562 203.78
2025-08-29 NP DHS - WisdomTree U.S. High Dividend Fund N/A 55,140 2.00 228 -22.71
2025-08-26 NP IWS - iShares Russell Mid-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 207,371 257.31 859 171.52
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 55,254 48.78 229 12.87
2025-08-04 13F Arkadios Wealth Advisors 10,853 2.35 45 -22.81
2025-06-23 NP IYY - iShares Dow Jones U.S. 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 5,378 1.93 25 -19.35
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 517 0.98 2 -33.33
2025-07-31 13F Caitong International Asset Management Co., Ltd 2,943 641.31 12 500.00
2025-08-26 NP IWD - iShares Russell 1000 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 310,038 325.43 1,284 223.17
2025-08-13 13F Mount Yale Investment Advisors, LLC 231 1
2025-08-08 13F Mv Capital Management, Inc. 203 448.65 1
2025-08-04 13F Strs Ohio 3,750 16
2025-05-05 13F Lindbrook Capital, Llc 1,423 16.26 8 0.00
2025-08-22 NP FIMVX - Fidelity Mid 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 25,829 675.65 107 488.89
2025-08-13 13F Blueshift Asset Management, LLC 17,499 72
2025-08-13 13F Quantbot Technologies LP 767,167 89.82 3,176 43.97
2025-06-26 NP FSMDX - Fidelity Mid 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 434,179 45.80 2,041 13.65
2025-07-22 NP GGUS - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 876 161.49 4 50.00
2025-08-15 13F Equitable Holdings, Inc. 18,646 77
2025-08-13 13F Quadrature Capital Ltd 89,030 369
2025-08-14 13F Sei Investments Co 46,780 220.02 194 144.30
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 6,292,878 68.36 26,053 27.66
2025-05-29 NP CSA - VictoryShares US Small Cap Volatility Wtd ETF 7,004 38
2025-08-14 13F Wells Fargo & Company/mn 288,028 225.27 1,192 146.79
2025-06-26 NP FSPGX - Fidelity Large 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 77,295 9.83 363 -14.39
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 656,930 60.94 3 0.00
2025-08-12 13F Dynamic Technology Lab Private Ltd 45,956 170.38 190 106.52
2025-08-14 13F Raymond James Financial Inc 8,500 35
2025-08-14 13F Jane Street Group, Llc 231,111 102.50 957 53.45
2025-07-07 13F Taylor & Morgan Wealth Management, LLC 33,264 2.30 138 -22.60
2025-08-13 13F Walleye Capital LLC 182,835 118.92 757 66.15
2025-05-29 NP CSF - VictoryShares US Discovery Enhanced Volatility Wtd ETF 8,918 49
2025-07-23 13F Klp Kapitalforvaltning As 33,200 63.55 140 25.00
2025-08-13 13F Walleye Capital LLC Call 41,300 11.02 171 -16.26
2025-08-11 13F Mount Lucas Management LP 215,000 12.57 890 -14.59
2025-08-29 NP DTD - WisdomTree U.S. Total Dividend Fund N/A 13,265 24.11 55 -40.66
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 35,656 36.11 168 6.37
2025-06-26 NP FLAPX - Fidelity Flex Mid 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 5,247 19.22 25 -7.69
2025-08-28 NP Humankind Benefit Corp - Humankind US Stock ETF 5,675 86.74 23 43.75
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 2,746 6.60 11 -21.43
2025-08-14 13F Comerica Bank 8,484 1,610.48 35 1,650.00
2025-08-01 13F Teacher Retirement System Of Texas 23,929 23.49 99 -5.71
2025-08-14 13F Janus Henderson Group Plc 81,913 111.05 340 55.50
2025-08-14 13F Freestone Grove Partners LP 2,686,171 3.14 11,121 -21.80
2025-08-20 NP QHFRX - AQR MS Fusion HV Fund Class R6 Short -5,204 -22
2025-05-22 NP AQMIX - AQR Managed Futures Strategy Fund Class I 0 -100.00 0 -100.00
2025-07-08 13F Rise Advisors, LLC 102 0
2025-08-11 13F Vanguard Group Inc 16,271,781 50.09 67,365 13.80
2025-07-29 NP VRTTX - Vanguard Russell 3000 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 7,074 0.68 30 -31.82
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F State Street Corp 1,887,417 14.69 7,981 -12.75
2025-08-20 NP QMHIX - AQR Managed Futures Strategy HV Fund Class I Short -28,745 178.11 -119 98.33
2025-08-12 13F Dimensional Fund Advisors Lp 290,202 62.60 1,201 23.31
2025-08-26 NP GFSYX - Strategic Alternatives Fund Institutional -91 -24.37
2025-07-14 13F Park Avenue Securities Llc 17,403 0
2025-07-22 13F Cedar Mountain Advisors, LLC 475 2.15 2 -50.00
2025-08-14 13F Capstone Investment Advisors, Llc 65,000 269
2025-08-14 13F Balyasny Asset Management Llc 5,991,072 116.58 24,803 64.23
2025-08-22 NP BEARX - Federated Prudent Bear Fund Class A Shares This fund is a listed as child fund of Federated Hermes, 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 -28,000 55.56 -116 17.35
2025-07-22 13F IMC-Chicago, LLC 56,237 233
2025-08-06 13F JCSD Capital, LLC 10 0
2025-08-08 13F Cherokee Insurance Co 16,000 66
2025-08-05 13F Huntington National Bank 84 0
2025-08-06 13F JCSD Capital, LLC Call 135,000 559
2025-08-18 13F/A Nomura Holdings Inc Put 240,000 994
2025-08-14 13F Brevan Howard Capital Management LP 601,168 227.83 2,489 148.55
2025-08-18 13F/A Nomura Holdings Inc 393,230 1,628
2025-08-18 13F/A Nomura Holdings Inc Call 715,000 2,960
2025-07-30 NP FCTDX - Strategic Advisers Fidelity U.S. Total Stock 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 3,258,091 5.28 14,010 -27.92
2025-08-08 13F Pnc Financial Services Group, Inc. 14,467 79.22 60 34.09
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