WLY / John Wiley & Sons, Inc. - Kepemilikan Institusional - Pembeli

John Wiley & Sons, Inc.
US ˙ NYSE

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di John Wiley & Sons, Inc. meliputi Caption Management, LLC, Bastion Asset Management Inc., Jupiter Asset Management Ltd, CenterBook Partners LP, TrueMark Investments, LLC, Elevation Series Trust - TrueShares Active Yield ETF, Capstone Investment Advisors, Llc, Glenmede Investment Management, LP, Limestone Investment Advisors LP, DRW Securities, LLC, Brevan Howard Capital Management LP, Bridgefront Capital, LLC, R Squared Ltd, Freestone Grove Partners LP, IPSIX - Voya Index Plus SmallCap Portfolio Class I, TMAAX - Thrivent Moderately Aggressive Allocation Fund Class A, WSML - iShares MSCI World Small-Cap ETF, AALGX - Thrivent Global Stock Fund Class A, THMAX - Thrivent Moderate Allocation Fund Class A, dan TAAAX - Thrivent Aggressive Allocation Fund Class A .

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
(%)
2025-07-29 NP EBI - Longview Advantage ETF 4,956 123,800.00 194
2025-07-25 13F Hemington Wealth Management 66 4.76 0
2025-05-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 16,913 2.37 754 4.29
2025-08-06 13F Thompson Siegel & Walmsley Llc 84,079 2.96 4 0.00
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 71,345 4.29 3,184 4.46
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 19,049 6.39 850 6.65
2025-08-13 13F Norges Bank 36,110 1,612
2025-08-27 NP Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A 151,030 109.07 6,740 109.45
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 1,701 10.96 67 8.20
2025-07-11 13F Wedge Capital Management L L P/nc 35,121 0.04 1,567 0.19
2025-08-13 13F Victory Capital Management Inc 218,203 23.49 9,738 23.69
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 6,309 6.12 282 6.44
2025-08-12 13F Segall Bryant & Hamill, Llc 16,231 724
2025-08-14 13F State Street Corp 1,714,430 2.07 76,515 2.23
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 2,196 6.24 96 13.10
2025-08-27 NP BBTSX - Bridge Builder Tax Managed Small/Mid Cap Fund 85,260 1,185.97 3,805 1,711.90
2025-07-25 13F LRI Investments, LLC 110 5
2025-08-08 13F Geode Capital Management, Llc 950,331 1.54 42,419 1.69
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 2,853 8.77 127 9.48
2025-08-13 13F Lido Advisors, LLC 5,215 233
2025-08-12 13F Elo Mutual Pension Insurance Co 24,696 108.62 1,102 109.11
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 25,392 6.61 1,133 6.79
2025-07-28 13F Allianz Asset Management GmbH 218,708 35.27 9,761 35.48
2025-07-23 NP CFSLX - Column Small Cap Fund 3,288 298.55 129 300.00
2025-08-14 13F Qube Research & Technologies Ltd 528,088 323.49 23,569 324.19
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 121,981 3.06 5,444 3.24
2025-08-13 13F ExodusPoint Capital Management, LP 104,410 5
2025-08-14 13F Caption Management, LLC 137,267 6,126
2025-07-18 13F Dogwood Wealth Management LLC 102 4
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 6,294 98.67 281 98.58
2025-08-21 NP MXLSX - Great-West Loomis Sayles Small Cap Value Fund Investor Class 61,199 7.82 2,731 7.99
2025-08-27 NP PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 36,800 0.68 1,642 0.86
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 4,470 1.09 195 8.33
2025-08-13 13F MetLife Investment Management, LLC 24,583 4.00 1,097 4.18
2025-08-04 13F Hantz Financial Services, Inc. 4 0
2025-07-31 13F Caitong International Asset Management Co., Ltd 1 0
2025-08-14 13F Two Sigma Advisers, Lp 7,100 1.43 317 1.61
2025-08-12 13F CenterBook Partners LP 28,603 1,277
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 15,555 11.51 679 18.95
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 2,136 17.49 93 25.68
2025-07-23 13F Klp Kapitalforvaltning As 9,400 14.63 420 14.79
2025-07-31 13F R Squared Ltd 5,422 242
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 5,435 3.64 237 10.75
2025-04-17 NP FLRUX - CONSERVATIVE ALLOCATION FUND Retail Class 388 17
2025-08-29 NP BIAUX - Brown Advisory Small-Cap Fundamental Value Fund Investor Shares 611,513 1.23 27,292 1.39
2025-06-25 NP FCOM - Fidelity MSCI Communication Services 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 49,490 2.56 2,160 9.32
2025-08-13 13F Invesco Ltd. 594,815 192.45 26,547 192.94
2025-08-25 NP GENIX - Gotham Enhanced Return Fund Institutional Class 846 329.44 38 362.50
2025-08-07 13F Illinois Municipal Retirement Fund 22,161 18.48 989 18.73
2025-08-14 13F Point72 Asset Management, L.P. 12,217 545
2025-08-14 13F Brevan Howard Capital Management LP 6,819 304
2025-08-13 13F Martin & Co Inc /tn/ 38,224 0.09 1,706 0.24
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 8,583 2.79 336 0.90
2025-08-14 13F Graham Capital Management, L.P. 9,007 402
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 98 4
2025-08-22 NP FESM - Fidelity Enhanced Small Cap ETF 176,746 28.68 7,888 28.89
2025-08-14 13F Gotham Asset Management, LLC 10,360 462
2025-07-24 13F Jfs Wealth Advisors, Llc 38 8.57 2 0.00
2025-08-28 NP DTSVX - Small Company Value Portfolio Investment Class 300 150.00 13 160.00
2025-08-01 13F Teacher Retirement System Of Texas 20,284 82.54 905 82.83
2025-08-15 13F CI Private Wealth, LLC 8,802 393
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 14,840 4.38 662 4.58
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 1,468 14.78 64 23.08
2025-07-11 13F/A Umb Bank N A/mo 156 126.09 7 100.00
2025-08-14 13F Voya Investment Management Llc 16,225 58.66 724 59.12
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 6,070 8.98 271 8.87
2025-08-12 13F Barrow Hanley Mewhinney & Strauss Llc 352 16
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 11 10.00 0
2025-07-24 13F Trust Co Of Toledo Na /oh/ 700 31
2025-07-28 NP VCSLX - Small Cap Index Fund 17,461 14.55 683 12.52
2025-07-17 13F Raleigh Capital Management Inc. 12 1
2025-08-15 13F SkyView Investment Advisors, LLC 17,589 3.19 1
2025-04-17 NP FLDOX - MODERATE ALLOCATION FUND Retail Class 636 28
2025-08-12 13F Franklin Resources Inc 28,629 7.60 1,278 7.76
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F Price T Rowe Associates Inc /md/ 37,762 12.49 2 0.00
2025-08-14 13F Balyasny Asset Management Llc 99,486 442.72 4,440 444.12
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 82,703 4.73 3,235 2.73
2025-08-13 13F Quantbot Technologies LP 25,660 1,145
2025-08-05 13F Access Investment Management LLC 89,280 32.61 3,985 35.42
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 380 0
2025-08-14 13F/A Barclays Plc 88,163 43.02 4 50.00
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 8 0
2025-08-15 13F Tower Research Capital LLC (TRC) 6,441 377.46 287 378.33
2025-08-12 13F LPL Financial LLC 17,656 8.90 788 9.14
2025-07-09 13F Harbor Capital Advisors, Inc. 2,019 10.51 0
2025-07-15 13F Fifth Third Bancorp 332 10.30 15 7.69
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 1,316 21.07 59 20.83
2025-08-13 13F Intrinsic Edge Capital Management LLC 150,000 48.50 6,694 48.72
2025-07-29 NP BPLSX - Boston Partners Long/Short Equity Fund INSTITUTIONAL 9,059 7.47 354 5.36
2025-08-12 13F Prudential Financial Inc 48,988 21.71 2,186 21.92
2025-07-16 13F State of Alaska, Department of Revenue 73,464 2.24 3 0.00
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 8,807 66.26 393 66.53
2025-08-14 13F Alliancebernstein L.p. 44,788 9.01 1,999 9.18
2025-08-14 13F Winton Capital Group Ltd 8,056 360
2025-06-26 NP AALGX - Thrivent Global Stock Fund Class A 2,270 99
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 171 3.01 7 16.67
2025-07-18 13F Consolidated Planning Corp 76,096 13.54 3,396 13.73
2025-07-28 NP PSCU - Invesco S&P SmallCap Utilities & Communication Services 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 8,365 4.07 327 2.19
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 8,549 4.46 373 11.68
2025-08-14 13F DRW Securities, LLC 7,446 332
2025-08-13 13F Parkworth Wealth Management, Inc. 2 100.00 0
2025-04-17 NP FLFGX - GLOBAL ALLOCATION FUND Retail Class 135 6
2025-08-14 13F Bridgefront Capital, LLC 6,130 274
2025-08-14 13F Susquehanna International Group, Llp Call 9,100 12.35 406 12.78
2025-08-14 13F Susquehanna International Group, Llp Put 9,200 411
2025-03-31 NP AVFIX - American Beacon Small Cap Value Fund Institutional Class 235,710 21.46 9,648 0.84
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 7,809 13.12 349 13.36
2025-07-30 13F Whittier Trust Co 750 33
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 58,019 6.37 2,270 4.32
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 7,844 5.30 350 5.74
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 2,202 9.61 98 10.11
2025-07-28 NP NBGNX - Neuberger Berman Genesis Fund Investor Class 1,399,651 265.14 54,754 258.20
2025-08-12 13F SRS Capital Advisors, Inc. 65 209.52 3
2025-08-14 13F Susquehanna International Group, Llp 53,739 9.97 2,398 10.15
2025-08-12 13F Jpmorgan Chase & Co 571,426 19.01 25,503 19.20
2025-08-06 13F Bastion Asset Management Inc. 97,541 4,242
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 4,487 7.58 196 14.71
2025-08-25 NP GONIX - Gotham Neutral Fund Institutional Class 673 1,040.68 30 1,400.00
2025-08-13 13F Arizona State Retirement System 12,446 1.36 555 1.46
2025-08-29 NP MFUS - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 668 8.79 30 7.41
2025-05-29 NP CSF - VictoryShares US Discovery Enhanced Volatility Wtd ETF 1,859 174.19 83 290.48
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 397,981 1.47 17,368 8.19
2025-09-04 13F/A Advisor Group Holdings, Inc. 576 5.30 26 4.17
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 9,401 10.59 410 18.16
2025-08-14 13F Glenmede Investment Management, LP 12,623 563
2025-08-29 NP PMJIX - PIMCO RAE US Small Fund Institutional Class 159,179 35.88 7,104 36.12
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 368 60.00 16 77.78
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 51,568 2.79 2,250 9.60
2025-06-26 NP TCAAX - Thrivent Moderately Conservative Allocation Fund Class A 333 15
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 238 11
2025-08-14 13F Ubs Asset Management Americas Inc 174,796 42.77 7,801 43.01
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 1,812 3.90 71 1.45
2025-05-15 13F Glenmede Trust Co Na 10,435 6.60 465 8.67
2025-07-30 13F LGT Financial Advisors LLC 4 0
2025-08-14 13F Citadel Advisors Llc 111,999 3.76 4,999 3.93
2025-08-26 NP GVLU - Gotham 1000 Value ETF 939 1.95 42 0.00
2025-08-14 13F Citadel Advisors Llc Call 24,500 528.21 1,093 531.79
2025-08-14 13F Fmr Llc 220,740 40.62 9,852 40.85
2025-06-30 NP SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF 165 7
2025-07-22 13F HFM Investment Advisors, LLC 4 100.00 0
2025-08-14 13F Citadel Advisors Llc Put 4,500 221.43 201 222.58
2025-08-13 13F EverSource Wealth Advisors, LLC 564 519.78 25 525.00
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 903 5.49 40 5.26
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 21,535 16.68 842 14.40
2025-08-26 NP Profunds - Profund Vp Small-cap 94 5.62 4 33.33
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 339,798 86.68 15,165 86.97
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 5,594 59.01 250 59.62
2025-08-25 NP QWVOX - Clearwater Small Companies Fund 2,722 49.40 121 49.38
2025-07-22 13F Bay Harbor Wealth Management, LLC 5 400.00 0
2025-08-12 13F Rhumbline Advisers 114,252 0.69 5,099 0.85
2025-08-13 13F Loomis Sayles & Co L P 246,132 2.40 10,985 109,740.00
2025-08-14 13F Gallagher Fiduciary Advisors, LLC 13,366 22.42 597 22.63
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 33,272 293.43 1,485 294.68
2025-05-29 NP VYSVX - Vericimetry U.S. Small Cap Value Fund 730 33
2025-06-27 NP RSSL - Global X Russell 2000 ETF 23,910 5.21 1,043 12.15
2025-08-08 13F Hartland & Co., LLC 1,394 305.23 62 313.33
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 1,690 740.80 74 812.50
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 18,854 2.32 823 9.02
2025-08-12 13F Hillsdale Investment Management Inc. 35,100 194.96 1,567 195.47
2025-05-28 NP NSCAX - Nuveen NWQ Small-Cap Value Fund - Class A This fund is a listed as child fund of Nuveen Asset Management, 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 76,524 12.23 3,410 14.40
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 4,723 15.25 185 12.88
2025-08-28 NP HEJD - VictoryShares Hedged Equity Income ETF 1,089 23.33 49 23.08
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 1,129 31.59 50 31.58
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 2,099 80.64 94 82.35
2025-08-25 13F/A Neuberger Berman Group LLC 2,857,811 118.83 127,544 119.18
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 144 1.41 6 0.00
2025-08-26 NP FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF 3,146 17.21 140 17.65
2025-06-26 NP TAAAX - Thrivent Aggressive Allocation Fund Class A 1,892 83
2025-08-14 13F Limestone Investment Advisors LP 10,224 456
2025-08-07 13F Allworth Financial LP 46 360.00 2
2025-08-12 13F American Century Companies Inc 106,299 3.43 4,744 3.60
2025-08-14 13F Engineers Gate Manager LP 20,279 45.87 905 46.20
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 3,859 16.90 172 17.01
2025-08-07 13F Los Angeles Capital Management Llc 27,213 25.34 1,215 25.54
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 3,963 64.51 173 75.51
2025-08-11 13F Seizert Capital Partners, Llc 64,622 2.28 2,884 2.45
2025-04-17 NP FLMFX - MUIRFIELD FUND Retail Class 1,432 35.61 64 36.96
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 13,017 0.05 581 0.17
2025-08-14 13F Oxford Asset Management Llp 5,838 261
2025-08-14 13F Atom Investors LP 78,183 32.31 3,489 32.51
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 12,041 31.28 525 40.00
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 47,926 5.55 2,139 5.68
2025-08-13 13F TradeLink Capital LLC 24,657 33.15 1
2025-06-26 NP CVAR - Cultivar ETF 6,044 0.82 264 7.35
2025-07-16 13F Kendall Capital Management 93,697 10.73 4,182 10.90
2025-08-26 NP JMEE - JPMorgan Market Expansion Enhanced Equity ETF 36,585 3.36 1,633 3.49
2025-08-11 13F Covestor Ltd 250 15.21 0
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 24,238 10.54 1,058 17.84
2025-08-14 13F EP Wealth Advisors, Inc. 6,741 15.11 301 15.38
2025-07-29 13F TrueMark Investments, LLC 19,451 868
2025-08-14 13F Dark Forest Capital Management Lp 37,292 182.60 1,664 182.99
2025-08-28 NP CBHAX - Victory Market Neutral Income Fund Class A 123,652 41.35 5,519 41.56
2025-08-04 13F AdvisorShares Investments LLC 10,440 466
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 763 5.10 34 6.25
2025-08-25 NP SURE - AdvisorShares DoubleLine Value Equity ETF 10,440 5.45 466 7.64
2025-08-12 13F Boreal Capital Management LLC 196 9
2025-04-24 NP OASC - OneAscent Small Cap Core ETF 2,133 11.97 85 -14.14
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 50,587 2.60 2,258 2.73
2025-07-11 13F Farther Finance Advisors, LLC 487 893.88 22 950.00
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 12,336 2.79 538 9.57
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 8,262 8.67 369 8.88
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 12,842 50.41 502 47.65
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 97,743 1.22 4,266 7.92
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 61,418 431.11 2,741 432.23
2025-08-14 13F Jane Street Group, Llc Call 4,500 201
2025-08-28 NP SSSEX - State Street Small-Cap Equity 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 3,101 0.06 138 0.00
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 3,198 7.68 143 7.58
2025-08-26 NP IPSIX - Voya Index Plus SmallCap Portfolio Class I 5,110 228
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 11,149 10.95 498 11.19
2025-08-12 13F XTX Topco Ltd 11,718 150.81 523 150.96
2025-08-08 13F SG Capital Management LLC Put 250,000 11,158
2025-08-15 13F Captrust Financial Advisors 10,723 0.63 479 0.84
2025-08-07 13F Parkside Financial Bank & Trust 553 65.07 25 71.43
2025-07-15 13F Cardinal Capital Management 38,881 1.90 1,735 2.06
2025-08-14 13F Jane Street Group, Llc Put 225,600 10,069
2025-08-28 NP TPSC - Timothy Plan US Small Cap Core ETF 10,205 61.39 455 88.80
2025-08-06 13F Rialto Wealth Management, LLC 4 0
2025-07-24 13F IFP Advisors, Inc 0 6
2025-08-13 13F Mackenzie Financial Corp 13,177 1.82 588 2.08
2025-08-08 13F Jupiter Asset Management Ltd 44,765 1,998
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 23,040 19.13 1,028 19.40
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 14,544 2.62 649 2.85
2025-04-25 NP VFMO - Vanguard U.S. Momentum Factor ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 18,811 1,151.56 750 861.54
2025-08-12 13F Magnetar Financial LLC 41,467 69.79 1,851 70.04
2025-08-14 13F Freestone Grove Partners LP 5,354 239
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 223,153 0.89 8,730 -1.03
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 7,562 16.39 330 24.53
2025-04-17 NP FLDFX - BALANCED FUND Retail Class 1,167 52
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 2,548 100
2025-07-29 NP SEHAX - SIIT U.S. Equity Factor Allocation Fund Class A 18,733 1,581.60 733 1,563.64
2025-07-15 13F Fortitude Family Office, LLC 14 1
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 5,217 5.69 233 5.94
2025-08-07 13F ProShare Advisors LLC 166,285 2.25 7,421 2.42
2025-08-13 13F New York State Common Retirement Fund 300,402 0.39 13 0.00
2025-06-26 NP TMAAX - Thrivent Moderately Aggressive Allocation Fund Class A 3,379 147
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 13,222 0.65 590 0.85
2025-08-14 13F Point72 (DIFC) Ltd 7,169 320
2025-08-13 13F Marshall Wace, Llp 233,682 300.61 10,429 301.27
2025-06-25 NP GCEQX - GREEN CENTURY EQUITY FUND Individual Investor Class 1,331 11.38 58 20.83
2025-08-08 13F Atlantic Trust, LLC 20 1
2025-08-12 13F Legal & General Group Plc 117,515 1.13 5,245 1.27
2025-08-04 13F Atria Investments Llc 18,180 13.53 811 13.74
2025-03-25 NP FYC - First Trust Small 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 27,169 0.92 1,112 -16.20
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 438 3.06 20 5.56
2025-08-14 13F Millennium Management Llc 137,232 518.16 6,125 519.21
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 210 7.69 9 12.50
2025-08-14 13F Capstone Investment Advisors, Llc 15,216 679
2025-06-26 NP DFUV - Dimensional US Marketwide Value ETF 34,158 1.09 1,491 7.74
2025-08-26 NP JDSCX - JPMorgan Small Cap Blend Fund Class I 205,308 81.23 9,163 81.50
2025-08-26 NP JPSV - JPMorgan Active Small Cap Value ETF 6,493 102.65 290 103.52
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 97 6.59 4 0.00
2025-08-14 13F Cubist Systematic Strategies, LLC 37,071 1,654
2025-08-14 13F Aqr Capital Management Llc 26,229 83.74 1,171 84.83
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 11,845 0.75 529 0.96
2025-07-23 NP CFSSX - Column Small Cap Select Fund 18,919 336.42 740 330.23
2025-05-15 13F Texas Permanent School Fund 27,173 1,186
2025-08-26 NP Profunds - Profund Vp Small-cap Growth 552 1.66 25 0.00
2025-08-14 13F Lazard Asset Management Llc 7,896 0.62 0
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 9,071 16.18 396 23.82
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 8,320 2.02 371 2.20
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 31,600 10.10 1,410 10.33
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 196 8.29 8 0.00
2025-08-15 13F Morgan Stanley 1,322,013 8.39 59,002 8.56
2025-06-26 NP THMAX - Thrivent Moderate Allocation Fund Class A 2,094 91
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 58 5.45 3 0.00
2025-07-25 13F Verdence Capital Advisors LLC 11,746 2.50 524 2.75
2025-04-01 NP XSMO - Invesco S&P 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 136,871 40.57 5,602 16.71
2025-08-14 13F Bnp Paribas Arbitrage, Sa 5,871 121.88 262 123.93
2025-08-12 13F Trexquant Investment LP 13,186 588
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 6,672 34.19 261 31.82
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 92,901 15.63 4,054 23.30
2025-08-27 NP Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 20,393 0.74 910 0.89
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 197,650 8.31 7,732 6.25
2025-08-28 NP Elevation Series Trust - TrueShares Active Yield ETF 19,451 868
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 26,215 104.63 1,170 105.09
2025-07-28 NP HDG - ProShares Hedge Replication ETF 52 10.64 2 100.00
2025-08-13 13F Brown Advisory Inc 1,228,848 3.70 54,843 3.87
2025-08-06 13F Fox Run Management, L.l.c. 9,525 425
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 10,489 6.89 468 7.09
2025-04-17 NP FLDGX - DYNAMIC ALLOCATION FUND Retail Class 1,140 51
Other Listings
DE:2F7 € 32.60
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