VCTR / Victory Capital Holdings, Inc. - Kepemilikan Institusional - Pembeli

Victory Capital Holdings, Inc.
US ˙ NasdaqGS ˙ US92645B1035

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Victory Capital Holdings, Inc. meliputi VYM - Vanguard High Dividend Yield Index Fund ETF Shares, RYPRX - Royce Premier Fund Investment Class, Gabelli Funds Llc, Huntleigh Advisors, Inc., FNX - First Trust Mid Cap Core AlphaDEX Fund, FNY - First Trust Mid Cap Growth AlphaDEX Fund, VT - Vanguard Total World Stock Index Fund ETF Shares, CenterBook Partners LP, Polen Capital Management Llc, Laurus Investment Counsel Inc., Gamco Investors, Inc. Et Al, GCTIX - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional, Magnetar Financial LLC, JHSC - John Hancock Multifactor Small Cap ETF, ESGV - Vanguard ESG U.S. Stock ETF ETF Shares, Susquehanna Portfolio Strategies, LLC, ALIL - Argent Focused Small Cap ETF, Stegent Equity Advisors, Inc., Readystate Asset Management Lp, dan Vicus Capital .

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
(%)
2025-08-05 13F Simplex Trading, Llc Put 700 0
2025-08-05 13F Simplex Trading, Llc Call 1,000 0
2025-08-14 13F Ubs Asset Management Americas Inc 140,770 43.23 8,963 57.59
2025-08-13 13F Arizona State Retirement System 12,694 5.16 808 15.76
2025-07-18 13F Dogwood Wealth Management LLC 67 4
2025-09-04 13F/A Advisor Group Holdings, Inc. 22,661 82.03 1,379 91.39
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 5,795 5.73 332 -8.56
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 200 8.11 11 -8.33
2025-07-30 13F Forum Financial Management, LP 3,414 217
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-25 NP DSMC - Distillate Small/Mid Cash Flow ETF 7,949 3.18 506 13.71
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Proequities, Inc. 0 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 7,319 13.05 466 24.60
2025-08-07 13F PFG Advisors 8,461 9.58 539 20.63
2025-08-26 NP TRSYX - T. Rowe Price Small-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,149 20.30 264 32.66
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 1,069 13.60 68 25.93
2025-08-14 13F Aquatic Capital Management LLC 10,474 667
2025-05-20 NP FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF 2,112 11.16 122 -1.61
2025-07-14 13F Counterpoint Mutual Funds LLC 11,527 734
2025-06-25 NP HDV - iShares Core High Dividend 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 72,687 13.93 4,164 -1.37
2025-08-14 13F Susquehanna Portfolio Strategies, LLC 8,356 532
2025-07-21 13F Qrg Capital Management, Inc. 9,903 0.53 631 10.53
2025-08-26 NP IJSIX - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 2,909 143.43 185 168.12
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 16,008 8.13 1,019 19.04
2025-08-14 13F/A Skopos Labs, Inc. 693 34,550.00 44
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 29,937 16.39 1,906 28.09
2025-06-25 NP DGRO - iShares Core Dividend 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 103,789 29.28 5,946 11.91
2025-06-25 NP DIVB - iShares U.S. Dividend and Buyback ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,523 75.33 145 51.58
2025-07-28 NP VCSLX - Small Cap Index Fund 17,936 14.15 1,112 10.54
2025-08-12 13F Entropy Technologies, LP 4,556 290
2025-08-14 13F Point72 Hong Kong Ltd 3,222 205
2025-07-29 NP EBI - Longview Advantage ETF 967 3,123.33 60 5,800.00
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 3,262 0
2025-07-15 13F Public Employees Retirement System Of Ohio 373 16.20 24 27.78
2025-08-13 13F Natixis Advisors, L.p. 19,453 1
2025-08-12 13F Swiss National Bank 83,100 1.47 5,291 11.63
2025-08-11 13F EntryPoint Capital, LLC 5,123 326
2025-08-07 13F Readystate Asset Management Lp 6,892 439
2025-07-28 NP DWAS - Invesco DWA SmallCap Momentum ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 100,616 18.15 6,239 14.41
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 3,322 130.69 212 154.22
2025-08-26 NP JSCSX - JPMorgan U.S. Small Company Fund Class I 16,454 138.50 1,048 162.41
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Franklin Small Company Value Portfolio Class 1 104,476 19.35 5,985 3.31
2025-08-14 13F Qube Research & Technologies Ltd 267,088 2.36 17,005 12.62
2025-08-11 13F Royce & Associates Lp 505,630 43.01 32,193 57.34
2025-08-14 13F UBS Group AG 177,400 21.75 11,295 33.95
2025-07-31 13F MQS Management LLC 3,743 238
2025-08-14 13F Fmr Llc 212,462 4.13 13,527 14.57
2025-08-13 13F Capital World Investors 3,468,654 6.20 220,849 16.85
2025-08-14 13F Aster Capital Management (DIFC) Ltd 762 49
2025-07-28 13F Ritholtz Wealth Management 25,143 99.12 1,601 119.18
2025-08-12 13F Global Retirement Partners, LLC 312 176.11 20 171.43
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 172,688 2.33 10,995 12.60
2025-08-12 13F Rhumbline Advisers 66,241 13.94 4,218 25.36
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 14,561 1.73 927 11.96
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 51,954 8.60 3,308 19.47
2025-06-26 NP JHSC - John Hancock Multifactor Small Cap ETF 10,108 579
2025-05-29 NP USVM - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 46,554 142.25 2,694 153.20
2025-08-13 13F Kennedy Capital Management, Inc. 103,535 6,592
2025-08-27 NP VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,640,291 6.06 104,437 16.69
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 2,091 2.60 133 13.68
2025-08-12 13F Public Sector Pension Investment Board 145,066 0.55 9,236 10.62
2025-08-14 13F Voloridge Investment Management, Llc 35,394 2,254
2025-08-13 13F ExodusPoint Capital Management, LP 59,299 4
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 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 5,666 8.54 361 19.21
2025-06-25 NP FNY - First Trust Mid Cap Growth AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 26,839 1,538
2025-08-15 NP Royce Value Trust Inc 61,700 14.97 3,928 26.51
2025-06-25 NP FNX - First Trust Mid Cap Core AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 27,857 1,596
2025-08-07 13F Allworth Financial LP 66 10.00 4 33.33
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 226 9.18 14 27.27
2025-08-11 13F Strategic Wealth Partners, Ltd. 69 4
2025-08-12 13F Steward Partners Investment Advisory, Llc 103 7
2025-08-06 13F Savant Capital, LLC 86,350 1.07 5,498 11.19
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 6,072 387
2025-07-10 13F Moody National Bank Trust Division 98,300 21.10 6,259 33.23
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 416,108 2.40 23,839 -11.35
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 727,998 6.05 46,352 16.68
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 13,687 19.47 784 3.43
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 1,524 98.44 97 120.45
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 306 9.68 18 -5.56
2025-07-14 13F UMA Financial Services, Inc. 357 8.51 23 15.79
2025-08-27 NP Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 21,600 35.85 1,375 49.46
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 104 7.22 7 20.00
2025-08-27 NP PIBAX - PGIM BALANCED FUND Class A 2,300 9.52 146 20.66
2025-08-27 13F/A Squarepoint Ops LLC 4,772 304
2025-07-30 NP OUSM - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF Shares 151,178 2.57 9,375 -0.68
2025-08-06 13F Mark Sheptoff Financial Planning, Llc 39 2
2025-08-14 13F Goldman Sachs Group Inc 527,018 43.87 33,555 58.29
2025-08-14 13F Mml Investors Services, Llc 3,621 0
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 33,960 11.86 2,162 23.12
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 6,797 8.54 433 19.34
2025-08-12 13F Charles Schwab Investment Management Inc 533,100 4.21 33,942 14.66
2025-07-10 13F Swedbank AB 600,000 4.35 38,202 14.81
2025-07-31 13F Nisa Investment Advisors, Llc 424 2,131.58 27 2,500.00
2025-07-24 13F Ronald Blue Trust, Inc. 3,821 15.30 243 27.23
2025-07-15 13F Fortitude Family Office, LLC 16 1
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 11,958 13.08 761 24.55
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 4,674 2.54 268 -11.30
2025-07-23 13F Laurus Investment Counsel Inc. 19,350 1,232
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 12,235 3.61 701 -10.37
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 810 153.12 52 183.33
2025-07-11 13F Farther Finance Advisors, LLC 1,504 1,048.09 96 1,257.14
2025-08-13 13F Gabelli Funds Llc 93,756 5,969
2025-08-13 13F Northern Trust Corp 434,567 4.11 27,669 14.55
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 11,426 11.57 709 8.09
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 15,261 972
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth 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 54,908 2.80 3,146 -11.01
2025-07-25 13F JustInvest LLC 5,816 54.97 370 70.51
2025-08-13 13F Mackenzie Financial Corp 25,233 0.59 1,607 10.68
2025-08-13 13F Jones Financial Companies Lllp 294 326.09 19 500.00
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 20,463 8.95 1,303 19.89
2025-07-22 13F Bay Harbor Wealth Management, LLC 4 100.00 0
2025-07-22 13F HFM Investment Advisors, LLC 5 150.00 0
2025-08-14 13F California State Teachers Retirement System 39,094 1.20 2,489 11.36
2025-07-08 13F Nbc Securities, Inc. 3,735 0
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 6,493 11.45 413 22.55
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 6,700 21.82 415 17.90
2025-08-18 13F/A Kestra Investment Management, LLC 105 7
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 3,187 4.39 183 -9.90
2025-07-17 13F Janney Montgomery Scott LLC 6,129 2.01 0
2025-08-28 NP CPAEX - Counterpoint Tactical Equity Fund Class A Shares 11,527 69.89 734 86.99
2025-07-07 13F Wesbanco Bank Inc 29,433 1.63 1,874 11.81
2025-08-26 NP GCTIX - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 13,056 831
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 133,959 8.42 7,675 -6.14
2025-08-12 13F American Century Companies Inc 11,892 1.86 757 12.15
2025-08-11 13F Empowered Funds, LLC 61,220 27.97 3,898 40.79
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 7,950 18.22 455 2.25
2025-08-14 13F Schonfeld Strategic Advisors LLC 6,144 391
2025-06-30 NP VYM - Vanguard High Dividend Yield 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 154,538 8,853
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 62 8.77 4 0.00
2025-06-25 NP BKSE - BNY Mellon US Small Cap Core Equity ETF 2,276 3.60 130 -10.34
2025-08-12 13F O'shaughnessy Asset Management, Llc 45,661 64.70 2,907 81.23
2025-08-13 13F Pictet Asset Management Holding SA 6,761 21.06 430 33.13
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 64,307 7.52 3,988 4.10
2025-07-29 NP ESGV - Vanguard ESG U.S. Stock 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 8,921 553
2025-08-12 13F Legal & General Group Plc 54,498 13.38 3,470 24.74
2025-06-30 NP VT - Vanguard Total World Stock 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 25,867 1,482
2025-08-25 NP QWVOX - Clearwater Small Companies Fund 25,113 22.39 1,599 34.63
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 35,814 16.75 2,052 1.03
2025-07-09 13F Harbor Capital Advisors, Inc. 307 9.64 0
2025-08-29 NP EZM - WisdomTree U.S. MidCap Fund N/A 18,809 0.74 1,198 10.83
2025-08-14 13F Ameriprise Financial Inc 19,057 14.84 1,213 26.22
2025-08-14 13F Manufacturers Life Insurance Company, The 28,673 3.84 1,826 14.28
2025-08-29 NP DEW - WisdomTree Global High Dividend Fund N/A 772 85.13 49 113.04
2025-07-25 NP AFSM - First Trust Active Factor Small Cap ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,173 0.86 73 -2.70
2025-07-28 NP HDG - ProShares Hedge Replication ETF 54 12.50 3 0.00
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 9,707 3.53 602 0.17
2025-08-04 13F Assetmark, Inc 57 4
2025-08-14 13F Man Group plc 62,000 11.17 3,948 22.31
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 155 4.03 10 12.50
2025-07-16 13F Kendall Capital Management 90,189 2.85 5,742 13.17
2025-07-29 NP GMUEX - GMO U.S. Equity Fund Class III 2,203 29.36 137 24.77
2025-08-12 13F Handelsbanken Fonder AB 8,600 6.17 1
2025-08-11 13F Seizert Capital Partners, Llc 60,741 2.27 3,867 12.51
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 1,899 19.96 118 15.84
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 102,057 2.73 5,847 -11.07
2025-08-26 NP Profunds - Profund Vp Small-cap 101 8.60 6 20.00
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 8,918 6.36 568 16.91
2025-07-10 13F Redhawk Wealth Advisors, Inc. 37,464 3.74 2,385 14.17
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 711 48.43 44 46.67
2025-05-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 51,260 4.53 2,966 -7.57
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 14,922 11.49 855 -3.50
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 32,387 93.76 1,855 67.72
2025-08-15 13F Binnacle Investments Inc 10 1
2025-08-14 13F Tudor Investment Corp Et Al 16,579 1,056
2025-08-12 13F Ameritas Investment Partners, Inc. 4,521 5.07 288 15.26
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 10,130 15.68 645 27.27
2025-08-13 13F Gamco Investors, Inc. Et Al 13,590 865
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 8,389 6.27 534 17.11
2025-08-26 NP Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF 462 4.52 29 16.00
2025-08-26 NP GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 10,478 667
2025-08-07 13F ProShare Advisors LLC 9,081 1.96 578 12.23
2025-08-12 13F Jefferies Financial Group Inc. 3,574 228
2025-07-22 NP FSCC - Federated Hermes MDT Small Cap Core ETF 1,217 17.24 75 13.64
2025-08-19 13F Hohimer Wealth Management, Llc 3,778 241
2025-07-29 13F Huntleigh Advisors, Inc. 34,186 2,177
2025-08-13 13F EverSource Wealth Advisors, LLC 228 135.05 15 180.00
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 384 60.00 22 40.00
2025-08-12 13F Prudential Financial Inc 90,135 40.89 5,739 55.00
2025-08-13 13F Quantbot Technologies LP 1,224 206.00 78 234.78
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 20,329 0.54 1,165 -13.00
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 59,432 13.62 3,784 25.01
2025-08-14 13F Nebula Research & Development LLC 37,869 3.70 2,411 14.10
2025-07-29 NP WPGHX - WPG Partners Select Hedged Fund Institutional Short -4,673 -290
2025-08-27 NP TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 3,565 227
2025-08-14 13F Engineers Gate Manager LP 29,728 71.30 1,893 88.45
2025-08-14 13F Vident Advisory, LLC 10,174 3.27 648 13.51
2025-08-14 13F Optiver Holding B.V. 228 7.55 15 16.67
2025-07-29 13F Vista Finance, Llc 6,541 4.06 416 14.60
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 12 9.09 1
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 618,412 1.74 39,374 11.94
2025-07-25 NP FNDA - Schwab Fundamental U.S. Small Company 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 98,951 21.85 6,136 17.98
2025-06-26 NP DFVEX - U.s. Vector Equity 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 24,756 23.44 1,418 6.86
2025-08-14 13F Verition Fund Management LLC 85,332 155.70 5,433 181.36
2025-08-11 13F Bell Investment Advisors, Inc 92 318.18 6 400.00
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 453 0
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 1,300 8.33 83 18.84
2025-08-14 13F Quantinno Capital Management LP 5,796 57.54 369 74.06
2025-08-05 13F Bank of New York Mellon Corp 439,000 3.78 27,951 14.19
2025-07-29 13F Planned Solutions, Inc. 3,281 209
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 1,091 5.00 69 15.00
2025-07-30 NP ALIL - Argent Focused Small Cap ETF 7,570 469
2025-08-08 13F/A Sterling Capital Management LLC 107 143.18 7 200.00
2025-07-11 13F/A Livforsakringsbolaget Skandia, Omsesidigt 49,700 16.94 3,164 28.72
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 8,601 14.04 548 25.46
2025-06-25 NP FAD - First Trust Multi Cap Growth AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,637 58.21 323 37.02
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 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 6,090 17.18 349 1.46
2025-08-12 13F SRS Capital Advisors, Inc. 110 7
2025-06-26 NP ISCG - iShares Morningstar Small-Cap Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7,529 5.27 431 -8.88
2025-06-24 NP FRVLX - Franklin Small Cap Value Fund Class A 1,414,383 16.35 81,030 0.72
2025-08-13 13F MetLife Investment Management, LLC 26,518 8.68 1,688 19.55
2025-08-15 NP Royce Global Value Trust, Inc. 10,470 16.72 667 28.32
2025-08-08 13F Geode Capital Management, Llc 1,359,120 26.55 86,545 39.22
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 206,477 9.61 12,804 6.13
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 15,957 27.58 1,016 40.39
2025-08-15 NP PENNX - Royce Pennsylvania Mutual Fund Investment Class 43,000 1.74 2,738 11.94
2025-08-13 13F Bare Financial Services, Inc 9 1
2025-08-14 13F Susquehanna International Group, Llp Call 6,600 29.41 420 42.37
2025-08-14 13F Janus Henderson Group Plc 159,680 244.48 10,167 282.07
2025-08-14 13F Quarry LP 588 880.00 37 1,133.33
2025-08-04 13F Daymark Wealth Partners, Llc 37,099 0.27 2,362 10.32
2025-08-29 NP STXK - Strive Small-Cap ETF 1,513 3.35 96 14.29
2025-06-26 NP BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,161 8.37 353 -6.38
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 91,603 1.80 5,832 12.00
2025-07-29 13F Virginia Retirement Systems Et Al 11,700 31.46 745 44.47
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 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 27,509 4.52 1,576 -9.53
2025-08-26 NP PEXMX - T. Rowe Price Extended Equity Market 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 3,629 43.50 231 58.22
2025-08-25 NP SMCWX - SMALLCAP WORLD FUND INC Class A 3,328,141 3.39 211,903 13.75
2025-08-07 13F Acadian Asset Management Llc 104,034 4.62 7 20.00
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 2,354 4.21 150 14.62
2025-08-12 13F Elo Mutual Pension Insurance Co 16,762 33.87 1,067 47.38
2025-08-28 NP SEIS - SEI Select Small Cap ETF 26,213 97.82 1,669 117.75
2025-08-14 13F Price T Rowe Associates Inc /md/ 36,500 16.32 2 100.00
2025-08-22 NP FESM - Fidelity Enhanced Small Cap ETF 180,957 4.94 11,522 15.45
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 6 0
2025-06-27 NP RSSL - Global X Russell 2000 ETF 24,992 6.64 1,432 -7.68
2025-08-26 NP SMIG - AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 765,387 8.58 48,732 19.46
2025-07-15 13F Maseco Llp 472 30
2025-07-18 13F Vicus Capital 4,375 279
2025-08-14 13F State Street Corp 1,239,361 3.33 78,910 13.69
2025-08-12 13F Magnetar Financial LLC 10,171 648
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 393,807 5.56 25,074 16.14
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 4,521 5.07 288 15.26
2025-08-12 13F Park Square Financial Group, LLC 68 4
2025-08-13 13F Centiva Capital, LP 4,760 303
2025-07-31 13F CVA Family Office, LLC 10 1
2025-08-14 13F Dagco, Inc. 5,015 0.78 319 11.15
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 3,071 12.20 196 23.42
2025-07-31 13F Quest Partners LLC 7,429 377.75 473 431.46
2025-07-30 13F Denali Advisors Llc 105,277 494.55 6,703 554.49
2025-08-14 13F Smartleaf Asset Management LLC 31 210.00 2
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 32,014 1.10 1,985 -2.07
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 9,361 14.30 596 26.00
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 16,110 2.55 1,026 12.76
2025-08-11 13F Aptus Capital Advisors, LLC 99,136 9.71 6,312 20.69
2025-08-06 13F Rialto Wealth Management, LLC 2 0
2025-08-11 13F Rothschild Investment Llc 4,320 0.70 275 10.89
2025-07-16 13F Signaturefd, Llc 335 12.79 21 23.53
2025-08-12 13F CenterBook Partners LP 24,890 1,585
2025-08-13 13F New York State Common Retirement Fund 44,926 176.88 3
2025-08-13 13F Polen Capital Management Llc 21,386 1,362
2025-06-26 NP TIEIX - TIAA-CREF Equity Index Fund Institutional Class 36,833 94.64 2,110 68.53
2025-08-14 13F Bnp Paribas Arbitrage, Sa 5,502 65.82 350 82.29
2025-08-14 13F Basswood Capital Management, L.l.c. 437,409 37.87 27,850 51.68
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 20,447 34.04 1,171 16.06
2025-07-10 13F Farmers & Merchants Trust Co of Chambersburg PA 100 0
2025-08-28 NP SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,208 36.96 77 49.02
2025-08-13 13F Amundi 3,293,471 213,219
2025-08-27 NP JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 93,183 8.35 5,933 19.21
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 1,111 18.07 69 13.33
2025-08-14 13F Toroso Investments, LLC 9,767 18.96 622 30.74
2025-07-11 13F Annex Advisory Services, LLC 520,028 31.57 33,110 44.76
2025-07-31 13F Stegent Equity Advisors, Inc. 7,432 473
2025-08-11 13F Vanguard Group Inc 4,225,870 3.19 269,061 13.53
2025-08-12 13F Inceptionr Llc 4,893 312
2025-06-25 NP ISCB - iShares Morningstar Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,109 6.14 121 -8.40
2025-08-15 NP RYPRX - Royce Premier Fund Investment Class 106,985 6,812
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 3,094 192
2025-07-14 13F Argent Capital Management Llc 121,309 1.17 7,724 11.31
2025-07-16 NP CGMM - Capital Group U.S. Small and Mid Cap ETF Share Class 83,283 266.11 5,164 254.67
2025-08-11 13F Principal Securities, Inc. 855 41.79 54 38.46
2025-05-05 13F Lindbrook Capital, Llc 28 154.55 2
2025-08-14 13F Granahan Investment Management Inc/ma 1,195,300 14.06 76,105 25.49
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 76,724 9.45 4,885 20.44
2025-08-26 NP TEXN - iShares Texas Equity ETF 93 6
2025-07-23 13F Klp Kapitalforvaltning As 9,400 14.63 598 26.16
2025-08-12 13F Jpmorgan Chase & Co 112,724 27.92 7,177 40.75
2025-08-12 13F BlackRock, Inc. 3,692,228 1.07 235,084 11.20
2025-08-14 13F/A Barclays Plc 96,333 54.05 6 100.00
2025-08-12 13F Picton Mahoney Asset Management 8,945 40,559.09 1
2025-07-23 NP CFSLX - Column Small Cap Fund 18,939 19.62 1,174 15.89
2025-08-13 13F Baird Financial Group, Inc. 10,332 1.60 658 11.73
2025-08-14 13F Cubist Systematic Strategies, LLC 16,561 1,054
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 7,008 13.11 446 24.58
2025-08-15 13F CI Private Wealth, LLC 7,388 470
2025-08-15 13F Tower Research Capital LLC (TRC) 5,674 651.52 361 739.53
2025-08-14 13F Xponance, Inc. 3,446 219
2025-08-26 NP FTKI - First Trust Small Cap BuyWrite Income ETF 44 4.76 3 0.00
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 2,381 10.44 136 -4.23
2025-08-14 13F Susquehanna International Group, Llp Put 4,600 15.00 293 26.41
2025-06-27 NP OSCV - Opus Small Cap Value ETF 93,658 12.80 5,366 -2.37
2025-08-12 13F Crestview Partners II GP, L.P. 7,616,404 0.01 484,936 10.03
2025-08-14 13F Susquehanna International Group, Llp 109,541 8.53 6,974 19.42
2025-08-12 13F Dynamic Technology Lab Private Ltd 8,580 22.92 546 35.15
2025-08-04 13F Strs Ohio 15,600 3.31 993 13.75
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