VIR / Vir Biotechnology, Inc. - Kepemilikan Institusional - Pembeli

Vir Biotechnology, Inc.
US ˙ NasdaqGS ˙ US92764N1028

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Vir Biotechnology, Inc. meliputi Arch Venture Corp, OWSMX - Old Westbury Small & Mid Cap Strategies Fund, Susquehanna Portfolio Strategies, LLC, Nomura Holdings Inc, Two Sigma Securities, Llc, Apollon Wealth Management, LLC, Raymond James Financial Inc, WSML - iShares MSCI World Small-Cap ETF, GHP Investment Advisors, Inc., MAI Capital Management, Hughes Financial Services, LLC, ETTOX - E*TRADE No Fee Total Market Index Fund, dan Jones Financial Companies Lllp .

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
(%)
2025-06-30 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 224,104 7.32 1,372 -36.85
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 1,467,337 1.66 7,395 -20.93
2025-08-13 13F ExodusPoint Capital Management, LP 52,993 0
2025-08-12 13F Ensign Peak Advisors, Inc 582,981 812.70 2,938 611.38
2025-07-11 13F/A Umb Bank N A/mo 528 24.53 3 0.00
2025-09-04 13F/A Advisor Group Holdings, Inc. 5,509 41.91 28 8.00
2025-07-29 13F Private Wealth Management Group, LLC 920 5
2025-08-13 13F Arizona State Retirement System 25,990 1.46 131 -21.21
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 443 7.26 3 -50.00
2025-08-13 13F Walleye Capital LLC Put 12,900 65
2025-08-13 13F Walleye Capital LLC Call 98,300 495
2025-08-14 13F Ubs Asset Management Americas Inc 294,383 47.88 1,484 15.05
2025-05-15 13F Texas Permanent School Fund 52,841 323
2025-07-28 13F New York State Teachers Retirement System 82,258 0.49 0
2025-08-14 13F Susquehanna Portfolio Strategies, LLC 47,432 239
2025-06-18 NP REBYX - U.S. Small Cap Equity Fund Class Y 14,026 476.25 86 240.00
2025-08-12 13F Axq Capital, Lp 23,820 79.11 120 39.53
2025-08-12 13F Dimensional Fund Advisors Lp 3,007,955 12.05 15,161 -12.85
2025-08-12 13F Franklin Resources Inc 252,714 21.07 1,274 -5.84
2025-05-14 13F/A Norges Bank 124,300 289.50 1,259 292.21
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 3,585,500 4.21 18,071 -18.95
2025-07-25 13F Oregon Public Employees Retirement Fund 21,268 0.47 107 -21.90
2025-08-27 NP VSEQX - Vanguard Strategic Equity 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 742,988 21.51 3,745 -5.50
2025-08-07 13F Hughes Financial Services, LLC 113 1
2025-08-12 13F Proequities, Inc. 0 0
2025-08-05 13F GHP Investment Advisors, Inc. 734 4
2025-08-28 NP Humankind Benefit Corp - Humankind US Stock ETF 4,197 74.66 21 40.00
2025-08-08 13F Pnc Financial Services Group, Inc. 13,159 25.82 66 -1.49
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 27,267 2.04 167 -40.07
2025-08-27 NP VSTCX - Vanguard Strategic Small-Cap Equity 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 249,882 131.66 1,259 80.37
2025-08-05 13F Simplex Trading, Llc 2,546 222.69 0
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 68,400 3.01 345 -20.00
2025-08-05 13F Simplex Trading, Llc Call 20,900 51.45 0
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 68,105 0.49 343 -21.87
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 156,928 4.60 791 -18.72
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 10,318 4.00 63 -38.83
2025-08-14 13F Arch Venture Corp 12,916,663 65,100
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 227,653 5.84 1,393 -37.70
2025-08-14 13F Qube Research & Technologies Ltd 440,005 51.37 2,218 17.74
2025-08-12 13F Rhumbline Advisers 228,949 1.01 1,154 -21.46
2025-08-28 13F China Universal Asset Management Co., Ltd. 27,765 0.93 140 -21.91
2025-08-14 13F Two Sigma Advisers, Lp 314,900 179.41 1,587 117.40
2025-08-12 13F LPL Financial LLC 21,226 47.31 107 13.98
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 442,952 0.49 2,188 -40.83
2025-08-14 13F Ieq Capital, Llc 46,363 30.80 234 1.75
2025-08-14 13F Fmr Llc 3,558,655 60.56 17,936 24.88
2025-08-12 13F Public Sector Pension Investment Board 314,176 7.38 1,583 -16.46
2025-08-06 13F True Wealth Design, LLC 659 12.46 3 0.00
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 926,163 5.65 5,668 -37.83
2025-07-16 13F State of Alaska, Department of Revenue 55,076 7.72 0
2025-08-14 13F Two Sigma Investments, Lp 369,615 35.62 1,863 5.44
2025-07-28 NP IBBQ - Invesco Nasdaq Biotechnology 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 5,395 2.82 27 -40.91
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 6,006 30
2025-07-29 13F Nordea Investment Management Ab 704,377 403.70 3,677 313.03
2025-08-13 13F Hsbc Holdings Plc 44,326 211.08 229 150.55
2025-08-14 13F Raymond James Financial Inc 7,018 35
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 215,742 10.97 1,066 -34.70
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 4,601 38.46 23 -18.52
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 21,736 24.72 133 -26.52
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 8,153 20.02 50 -22.22
2025-08-28 NP Tekla Life Sciences Investors 311,836 54.86 1,572 20.48
2025-08-14 13F Wells Fargo & Company/mn 62,167 10.16 313 -14.25
2025-08-05 13F Bank Of Montreal /can/ 41,096 243.21 207 168.83
2025-08-28 NP Tekla Healthcare Investors 695,055 57.31 3,503 22.35
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 324,485 44.42 1,986 -15.03
2025-08-14 13F Sei Investments Co 38,820 65.35 196 28.29
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 648,746 1.02 3,270 -21.44
2025-08-15 13F Captrust Financial Advisors 30,739 39.72 155 8.45
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 61,035 49.91 302 -11.73
2025-05-30 NP QSML - WisdomTree U.S. SmallCap Quality Growth Fund 1,439 12.33 9 0.00
2025-08-27 NP PIBAX - PGIM BALANCED FUND Class A 16,400 8.61 83 -15.46
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 14,077 5.80 71 -18.60
2025-08-11 13F Vanguard Group Inc 13,227,066 3.28 66,664 -19.67
2025-07-25 NP PMIYX - Putnam Income Strategies Portfolio - 2,090 10
2025-03-31 NP FSOPX - Fidelity Series Small Cap Opportunities 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 631,200 468.65 6,564 72.28
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 133,876 10.75 661 -34.81
2025-06-27 NP RSSL - Global X Russell 2000 ETF 55,391 8.58 339 -36.23
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-27 13F/A Squarepoint Ops LLC 107,360 99.93 541 55.91
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 125 0.81 1
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 6,487 5.93 33 -17.95
2025-08-08 13F SBI Securities Co., Ltd. 8,239 1.03 42 -21.15
2025-06-27 NP LABU - Direxion Daily S&P Biotech Bull 3X Shares Direxion Daily S&P Biotech Bull 3X Shares 154,852 35.12 948 -20.49
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 3,231 41.96 16 14.29
2025-07-31 13F Nisa Investment Advisors, Llc 90 23.29 0
2025-07-11 13F Diversified Trust Co 22,882 115
2025-08-07 13F Los Angeles Capital Management Llc 12,570 63
2025-07-22 13F Clarius Group, LLC 617,535 979.74 3,112 741.08
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 13,670 0.49 69 -22.73
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 935 2.97 5 -20.00
2025-08-28 NP KOMP - SPDR S&P Kensho New Economies Composite 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 128,523 81.50 648 41.27
2025-08-13 13F Jones Financial Companies Lllp 34 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 2,544 52.43 13 20.00
2025-08-11 13F Citigroup Inc 415,951 59.66 2,096 24.17
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 13,414 922.41 82 530.77
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 14,173 2.38 71 -20.22
2025-08-12 13F American Century Companies Inc 273,708 6.24 1,379 -17.38
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 25,721 32.94 157 -21.89
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 8,157 4.82 41 -18.00
2025-07-11 13F Farther Finance Advisors, LLC 184 1
2025-08-14 13F LMR Partners LLP 167,800 13.53 846 -11.70
2025-08-14 13F Royal Bank Of Canada 707,226 2,927.25 3,564 2,244.74
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 15,993 33.70 87 11.69
2025-08-13 13F Tejara Capital Ltd 258,600 12.60 1,303 -12.43
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 42,120 2.83 258 -39.53
2025-08-14 13F Two Sigma Securities, Llc 13,368 67
2025-03-31 NP FDSCX - Fidelity Stock Selector Small Cap 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 697,800 1,437.00 7,257 365.79
2025-08-12 13F Legal & General Group Plc 248,726 5.91 1,254 -17.62
2025-08-13 13F Walleye Trading LLC Call 35,300 178
2025-08-13 13F Walleye Trading LLC Put 13,500 68
2025-08-26 13F/A Thrivent Financial For Lutherans 68,105 0.49 0
2025-08-13 13F Cerity Partners LLC 33,903 125.70 171 75.26
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 2,474 10.40 12 -14.29
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 4,899 9.89 25 -14.29
2025-07-24 13F Standard Life Aberdeen plc 1,006,891 45.25 5,075 12.98
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 535 2.69 3 -40.00
2025-08-14 13F/A Skopos Labs, Inc. 9,583 8,691.74 48
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 4,695 3.85 29 -40.43
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 367,758 7.88 2,251 -36.53
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value 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 27,589 9.01 169 -36.12
2025-08-13 13F EverSource Wealth Advisors, LLC 1,548 397.75 8 250.00
2025-08-26 NP Profunds - Profund Vp Small-cap Value 2,024 0.60 10 -23.08
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 7,037 15.32 43 -31.75
2025-08-14 13F Orbimed Advisors Llc 2,380,715 5.89 11,999 -17.64
2025-08-14 13F Daiwa Securities Group Inc. 12,308 2,200.56 0
2025-08-13 13F Panagora Asset Management Inc 97,327 491
2025-07-28 NP HDG - ProShares Hedge Replication ETF 119 13.33 1
2025-08-15 13F Morgan Stanley 1,633,690 14.70 8,234 -10.79
2025-08-14 13F Man Group plc 256,918 178.68 1,295 116.75
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 41,594 2.22 210 -20.53
2025-08-08 13F Hartland & Co., LLC 34 0
2025-08-12 13F SRS Capital Advisors, Inc. 394 233.90 2
2025-08-14 13F Millennium Management Llc 609,292 40.59 3,071 9.33
2025-06-26 NP DFQTX - U.s. Core Equity 2 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 19,911 12.02 122 -32.78
2025-08-14 13F Jacobs Levy Equity Management, Inc 145,298 162.02 732 103.90
2025-06-24 NP SWSCX - Schwab Small-Cap Equity 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 97,950 599
2025-08-14 13F Group One Trading, L.p. 13,967 28.35 70 0.00
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 2,887 3.66 14 -39.13
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 22,723 24.06 115 -3.39
2025-08-14 13F Citadel Advisors Llc 3,464,917 114.25 17,463 66.65
2025-08-14 13F Group One Trading, L.p. Put 39,500 231.93 199 158.44
2025-08-05 13F Bank of New York Mellon Corp 612,470 2.67 3,087 -20.16
2025-08-14 13F Cinctive Capital Management LP 88,171 4.47 444 -18.68
2025-07-24 NP ONEQ - Fidelity Nasdaq Composite Index Tracking Stock 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 66,992 11.26 331 -34.65
2025-08-14 13F Goldman Sachs Group Inc 1,290,138 73.72 6,502 35.12
2025-07-24 13F IFP Advisors, Inc 509 3
2025-08-13 13F Russell Investments Group, Ltd. 71,881 10.86 362 -13.81
2025-08-14 13F Quantinno Capital Management LP 22,837 22.07 115 -4.96
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 543,645 56.89 3,327 -7.66
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 17,329 8.54 87 -15.53
2025-08-08 13F/A Sterling Capital Management LLC 2,433 55.36 12 20.00
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 3,082 3.46 16 -21.05
2025-06-26 NP DFFVX - U.S. Targeted Value 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 743,464 85.68 4,550 9.25
2025-08-14 13F Verition Fund Management LLC 59,670 301
2025-07-25 13F Apollon Wealth Management, LLC 10,000 50
2025-08-29 NP PMJIX - PIMCO RAE US Small Fund Institutional Class 236,685 3.59 1,193 -19.46
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 33,131 11.53 203 -34.42
2025-08-14 13F Alta Partners Management Company, L.P. 509,917 1.59 2,570 -21.00
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 5,340 17.72 27 -13.33
2025-08-04 13F Hantz Financial Services, Inc. 1,256 5,880.95 0
2025-08-14 13F Voya Investment Management Llc 24,799 1.49 125 -21.52
2025-08-18 13F/A Hudson Bay Capital Management LP 696,000 17.68 3,508 -8.48
2025-08-12 13F Trexquant Investment LP 217,355 1,095
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 1,381 5,654.17 8
2025-06-25 NP FHLC - Fidelity MSCI Health Care 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 40,126 5.59 246 -37.97
2025-08-26 NP JMEE - JPMorgan Market Expansion Enhanced Equity ETF 358,530 3.42 1,807 -19.59
2025-07-31 13F Caitong International Asset Management Co., Ltd 551 366.95 3
2025-08-15 13F Tower Research Capital LLC (TRC) 8,005 188.57 40 135.29
2025-08-15 13F CI Private Wealth, LLC 518,684 100.75 2,614 56.15
2025-07-15 13F Ballentine Partners, LLC 11,743 8.98 59 -14.49
2025-08-12 13F MAI Capital Management 124 1
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 174,358 150.89 1,067 47.78
2025-06-23 NP BIPIX - Biotechnology Ultrasector Profund Investor Class 20,026 39.06 123 -18.12
2025-08-14 13F Graham Capital Management, L.P. 234,614 103.81 1,182 58.66
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 23,779 7.69 120 -16.78
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 17,794 4.22 109 -38.98
2025-07-22 13F Gsa Capital Partners Llp 67,808 268.54 0
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 43,438 124.72 219 -54.01
2025-08-13 13F Sio Capital Management, LLC 478,343 1.00 2,411 -21.45
2025-07-07 13F Versant Capital Management, Inc 1,643 131.73 8 100.00
2025-08-08 13F Creative Planning 37,759 214.68 190 146.75
2025-07-16 13F Signaturefd, Llc 574 3
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 65 0
2025-08-12 13F Jpmorgan Chase & Co 443,375 0.93 2,235 -21.50
2025-08-07 13F Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 49,910 30.35 252 1.21
2025-06-26 NP Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 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 34,760 15.06 213 -32.48
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 503,972 0.61 2,490 -40.77
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 32,206 2.12 162 -20.59
2025-06-25 NP BBC - Virtus LifeSci Biotech Clinical Trials ETF 22,102 170.20 135 58.82
2025-08-14 13F Hrt Financial Lp 182,529 1,071.33 1
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 122,159 2.58 616 -20.23
2025-03-28 NP OWSMX - Old Westbury Small & Mid Cap Strategies Fund 69,436 722
2025-08-14 13F Aqr Capital Management Llc 448,805 67.28 2,262 30.09
2025-08-05 13F Corton Capital Inc. 22,527 114
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 456,480 11.24 2,255 -34.49
2025-08-18 13F/A Nomura Holdings Inc 17,105 86
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 3,279 7.93 17 -15.79
2025-07-29 NP RBB FUND, INC. - Adara Smaller Companies Fund 36,927 643.60 182 37.88
2025-07-28 13F Allianz Asset Management GmbH 327,700 6.15 1,652 -17.45
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 466,984 10.48 2,307 -34.97
2025-07-28 NP VCSLX - Small Cap Index Fund 36,936 7.99 182 -36.36
2025-05-29 NP USVM - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 155,779 119.13 1,009 93.67
2025-08-14 13F/A Barclays Plc 473,658 123.82 2 100.00
Other Listings
MX:VIR
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