WT / WisdomTree, Inc. - Kepemilikan Institusional - Pembeli

WisdomTree, Inc.
US ˙ NYSE

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di WisdomTree, Inc. meliputi Portolan Capital Management, LLC, CSM Advisors, LLC, FSAKX - Strategic Advisers U.S. Total Stock Fund, Cinctive Capital Management LP, Susquehanna Portfolio Strategies, LLC, AVUV - Avantis U.S. Small Cap Value ETF, ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio, AVUVX - Avantis U.S. Small Cap Value Fund Institutional Class, PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I, Gator Capital Management, LLC, Stonebridge Wealth Management, LLC, Kestra Advisory Services, LLC, SCS Capital Management LLC, Avantax Advisory Services, Inc., JustInvest LLC, Sherbrooke Park Advisers Llc, Traub Capital Management LLC, THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A, THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A, dan THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio 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
(%)
2025-08-26 NP IPSIX - Voya Index Plus SmallCap Portfolio Class I 155,903 6.12 1,794 36.95
2025-08-11 13F Principal Securities, Inc. 19,540 51.97 225 65.93
2025-08-14 13F/A Barclays Plc 280,397 24.32 3 50.00
2025-08-15 NP SSIJX - American Beacon SSI Alternative Income Fund Institutional Class Short -179,054 10.64 -2,061 42.76
2025-08-12 13F Axq Capital, Lp 54,955 633
2025-08-15 13F Koesten, Hirschmann & Crabtree, INC. 70 1
2025-08-13 13F Norges Bank 539,166 6,206
2025-07-21 13F Ameritas Advisory Services, LLC 9 0
2025-08-04 13F Hantz Financial Services, Inc. 356 0
2025-08-13 13F Victory Capital Management Inc 2,313,849 11.26 26,632 43.57
2025-09-04 13F/A Advisor Group Holdings, Inc. 87,126 1.47 1,003 30.98
2025-08-27 NP PIBAX - PGIM BALANCED FUND Class A 20,300 194.20 234 395.74
2025-05-28 NP LEOIX - Lazard Enhanced Opportunities Portfolio Institutional Shares 803 7
2025-08-14 13F Ieq Capital, Llc 34,984 232.93 403 332.26
2025-08-12 13F SRS Capital Advisors, Inc. 3,743 4,958.11 43
2025-05-30 NP FSMSX - FS Multi-Strategy Alternatives Fund Class I Short -15,227 -136
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 66,290 0.15 626 3.65
2025-08-13 13F ExodusPoint Capital Management, LP 814,192 33.94 9 80.00
2025-08-19 NP RIFBX - U.S. Small Cap Equity Fund 0 -100.00 0 -100.00
2025-07-18 13F Truist Financial Corp 86,237 3.71 993 33.87
2025-08-25 NP MSGGX - Meridian Small Cap Growth Fund Legacy Class 355,801 10.51 4,095 42.63
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 66,541 172.52 766 252.53
2025-08-14 13F Susquehanna Portfolio Strategies, LLC 157,071 1,808
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 103,569 15.14 978 19.15
2025-08-21 NP MXISX - Great-West S&P Small Cap 600 Index Fund Investor Class 84,188 0.26 969 29.37
2025-08-27 NP RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 5,648 27.90 65 66.67
2025-06-27 NP PASIX - PACE Alternative Strategies Investments Class A Short -36,269 -11.09 -316 -21.05
2025-07-11 13F/A Umb Bank N A/mo 717 2,008.82 8
2025-08-14 13F Federation des caisses Desjardins du Quebec 2,565 5.56 30 38.10
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 22,158 2.03 255 32.12
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 29,802 8.95 259 -3.00
2025-08-15 13F Morgan Stanley 2,374,546 9.72 27,331 41.58
2025-08-13 13F EverSource Wealth Advisors, LLC 1,338 448.36 15 650.00
2025-08-14 13F Man Group plc 188,254 6.08 2,167 36.92
2025-08-12 13F Public Sector Pension Investment Board 395,016 8.84 4,547 40.44
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 41,138 3.94 473 33.99
2025-07-28 NP HDG - ProShares Hedge Replication ETF 177 7.93 2 0.00
2025-08-01 13F Teacher Retirement System Of Texas 18,928 10.77 218 42.76
2025-07-29 13F Nordea Investment Management Ab 411,472 1.19 4,720 28.97
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 1,037,309 15.73 11,939 49.35
2025-08-14 13F Millennium Management Llc 5,612,219 31.53 64,597 69.72
2025-08-14 13F Brevan Howard Capital Management LP 105,647 230.82 1,216 327.82
2025-08-14 13F Janus Henderson Group Plc 2,762,431 5.79 31,796 35.90
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 506 6
2025-07-23 13F Klp Kapitalforvaltning As 29,400 31.84 338 70.71
2025-07-08 NP ARCFX - WATER ISLAND CREDIT OPPORTUNITIES FUND Class R Short -33,300 -33.67 -314 -31.29
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 41,255 11.50 359 -1.10
2025-08-27 NP JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) Short -104,196 16.15 -1,199 49.88
2025-08-15 13F Tower Research Capital LLC (TRC) 15,625 67.26 180 115.66
2025-06-26 NP MSTVX - Morningstar Alternatives Fund Short -55,884 -13.09 -486 -22.73
2025-07-23 13F Louisiana State Employees Retirement System 54,100 0.37 623 29.58
2025-08-06 13F First Horizon Advisors, Inc. 2,578 8.09 30 38.10
2025-08-14 13F Balyasny Asset Management Llc 1,202,765 1,432.73 13,844 1,880.40
2025-08-18 13F/A National Bank Of Canada /fi/ 53 1
2025-08-01 13F Austin Private Wealth, LLC 11,244 3.38 129 32.99
2025-03-28 NP JPSE - JPMorgan Diversified Return U.S. Small Cap Equity ETF 52,533 5.42 514 -0.19
2025-08-14 13F Wellington Management Group Llp 2,874,976 15.62 33,091 49.19
2025-07-23 13F Maryland State Retirement & Pension System 34,056 2.34 392 32.09
2025-07-14 13F Park Avenue Securities Llc 39,863 20.90 0
2025-07-23 NP FAAAX - Franklin K2 Alternative Strategies Fund Class A Short -31,611 2.19 -298 5.67
2025-07-28 NP AVUVX - Avantis U.S. Small Cap Value Fund Institutional Class 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 58,849 556
2025-08-26 NP JMEE - JPMorgan Market Expansion Enhanced Equity ETF 49,563 3.42 570 33.49
2025-08-14 13F Sei Investments Co 93,039 688.73 1,071 919.05
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 39,239 55.20 341 38.06
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 3,858 4.44 44 37.50
2025-08-13 13F Jones Financial Companies Lllp 68 1
2025-05-05 13F Foundry Partners, LLC 438,947 993.38 3,915 829.93
2025-08-14 13F Citadel Advisors Llc Call 39,100 162.42 450 240.91
2025-08-28 NP RSEGX - Victory RS Small Cap Growth Fund Class A 541,810 3.08 6,236 33.02
2025-08-06 13F True Wealth Design, LLC 54 45.95 1
2025-08-13 13F Walleye Capital LLC Put 100 1
2025-08-14 13F Citadel Advisors Llc 739,531 11.46 8,512 43.83
2025-08-27 NP Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 173,500 564.75 1,997 1,015.08
2025-08-13 13F Walleye Capital LLC 19,796 228
2025-08-14 13F Alliancebernstein L.p. 157,428 9.15 1,812 40.82
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 5,906 5.56 68 36.73
2025-07-22 NP GSBDX - Goldman Sachs Small Cap Growth Fund Class A Shares 181,400 5.99 1,712 9.74
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 3,470 22.48 40 56.00
2025-08-12 13F Proequities, Inc. 0 0
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 4,976 296.49 43 258.33
2025-08-14 13F Mariner, LLC 16,539 6.53 190 37.68
2025-08-14 13F Maltese Capital Management Llc 315,000 530.00 3,626 712.78
2025-08-29 NP JVSAX - Janus Henderson Small-Mid Cap Value Fund Class A 241,327 1.47 2,778 30.93
2025-07-16 13F State of Alaska, Department of Revenue 68,973 8.78 1
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 4,253,681 3.60 48,960 33.68
2025-06-27 NP RSSL - Global X Russell 2000 ETF 81,453 2.54 709 -8.88
2025-08-05 13F Bank Of Montreal /can/ 22,769 0.05 262 29.70
2025-08-13 13F Arizona State Retirement System 36,476 8.80 420 40.13
2025-08-14 13F Aquatic Capital Management LLC 120,940 60.33 1,392 107.14
2025-08-14 13F Comerica Bank 39,521 0.61 455 29.71
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 16,554 20.11 156 24.80
2025-07-09 13F Massmutual Trust Co Fsb/adv 235 121.70 3
2025-07-28 NP VCSLX - Small Cap Index Fund 57,086 7.11 539 10.70
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 122,336 12.03 1,064 -0.47
2025-08-12 13F Charles Schwab Investment Management Inc 1,290,334 1.98 14,852 31.59
2025-07-25 13F Cwm, Llc 12,429 312.79 0
2025-08-28 NP BLOK - Amplify Transformational Data Sharing ETF 1,334,046 212.29 15,355 242.34
2025-08-14 13F Crawford Fund Management, LLC 573,174 28.75 6,597 66.17
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 373,545 0.08 3,250 -11.06
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 549 1.86 5 -20.00
2025-08-14 13F Group One Trading, L.p. 555 6
2025-08-08 13F Pnc Financial Services Group, Inc. 22,290 10.51 257 43.02
2025-08-14 13F Ubs Asset Management Americas Inc 595,924 30.40 6,859 68.28
2025-08-11 13F Traub Capital Management LLC 5,000 58
2025-08-13 13F Portolan Capital Management, LLC 682,368 7,854
2025-08-27 NP ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 66,800 769
2025-08-13 13F Gator Capital Management, LLC 24,074 277
2025-08-14 13F Bank Of America Corp /de/ 376,589 46.89 4,335 89.59
2025-08-12 13F Swiss National Bank 238,800 5.48 2,749 36.11
2025-08-12 13F LPL Financial LLC 74,955 46.82 863 89.45
2025-08-14 13F Point72 Asia (Singapore) Pte. Ltd. 4,008 46
2025-08-18 13F Wolverine Trading, Llc 10,592 121
2025-06-26 NP TSMOX - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 322,330 5.03 2,804 -6.66
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 1,434 17
2025-08-26 NP Profunds - Profund Vp Small-cap Growth 2,656 3.47 31 36.36
2025-08-12 13F Pathstone Holdings, LLC 22,224 18.50 256 52.69
2025-07-29 NP EBI - Longview Advantage ETF 947 0.42 9 0.00
2025-08-22 NP Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 113,745 549.97 1,309 739.10
2025-08-14 13F State Of Wisconsin Investment Board 103,531 50.28 1,192 93.97
2025-07-25 13F JustInvest LLC 11,152 128
2025-08-25 13F/A Neuberger Berman Group LLC 16,186 4.55 186 34.78
2025-08-07 13F Allworth Financial LP 437 9.25 5 66.67
2025-08-12 13F American Century Companies Inc 881,047 138.28 10,141 207.46
2025-08-26 NP GFSYX - Strategic Alternatives Fund Institutional Short -46,804 10.64 -539 42.71
2025-08-14 13F Militia Capital Partners, LP 47,600 67.61 548 116.21
2025-08-14 13F Weiss Asset Management LP 219,605 2,528
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 1,809,697 1.26 20,830 30.65
2025-08-13 13F Arrowstreet Capital, Limited Partnership 301,138 35.46 3,466 74.87
2025-08-14 13F Jain Global LLC 22,619 61.35 260 108.00
2025-08-14 13F Raymond James Financial Inc 23,515 25.90 271 62.65
2025-08-25 NP STCE - Schwab Crypto Thematic ETF 184,662 5.91 2,125 36.66
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 2,598 5.10 30 31.82
2025-08-14 13F Quantinno Capital Management LP 19,217 64.60 221 112.50
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 276,970 6.07 2,615 9.79
2025-08-19 13F State of Wyoming 17,499 229.42 201 327.66
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 163,778 29.29 1,885 66.96
2025-08-07 13F CSM Advisors, LLC 523,895 6
2025-08-27 NP TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund Short -1,576 -84.89 -18 -75.00
2025-08-13 13F Fisher Asset Management, LLC 111,643 0.01 1,285 29.15
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 346 4
2025-07-18 13F Cooper Financial Group 11,983 5.32 138 35.64
2025-08-14 13F Aster Capital Management (DIFC) Ltd 163 2
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 624,859 0.37 5,899 3.89
2025-05-07 13F Sheaff Brock Investment Advisors, LLC 42,908 2.77 383 -12.79
2025-08-13 13F Russell Investments Group, Ltd. 7,068 1.17 81 30.65
2025-08-14 13F Tudor Investment Corp Et Al 498,150 184.70 5,734 267.50
2025-08-28 NP RSDGX - Victory RS Select Growth Fund Class A 138,730 0.70 1,597 29.97
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 420 0.48 5 33.33
2025-08-29 NP JSIVX - Janus Henderson Small Cap Value Fund Class L 1,898,380 7.42 21,850 38.62
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 976 60.00 8 60.00
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 101,208 3.16 1,165 33.03
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 33,109 381
2025-07-29 NP MPSSX - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares 83,166 29.62 785 34.19
2025-07-31 13F Whipplewood Advisors, LLC 180 2
2025-08-14 13F Royal Bank Of Canada 305,221 304.68 3,514 422.14
2025-07-14 13F Sowell Financial Services LLC 10,414 120
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 9,465 3.31 109 33.33
2025-08-15 13F Kestra Advisory Services, LLC 13,768 158
2025-08-15 13F Great West Life Assurance Co /can/ 129,297 0.17 1 0.00
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 85,210 1.38 981 30.84
2025-08-13 13F Renaissance Technologies Llc 693,902 3.00 7,987 32.90
2025-08-14 13F Susquehanna International Group, Llp 221,902 25.90 2,554 62.47
2025-07-31 13F Nisa Investment Advisors, Llc 1,322 781.33 15 1,400.00
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 18,424 30.91 160 16.79
2025-08-14 13F Algert Global Llc 182,013 97.34 2
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 5,433 9.98 51 13.33
2025-08-14 13F Mml Investors Services, Llc 163,916 19.83 2 0.00
2025-08-07 13F Parkside Financial Bank & Trust 241 1,047.62 3
2025-08-04 13F Amalgamated Bank 33,866 0.83 0
2025-08-14 13F D. E. Shaw & Co., Inc. 597,344 91.13 6,875 146.68
2025-08-12 13F Personal Cfo Solutions, Llc 13,422 7.93 154 40.00
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 5,423 8.72 51 13.33
2025-08-08 13F Hartland & Co., LLC 398 5
2025-08-14 13F Cinctive Capital Management LP 249,211 2,868
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 436 5
2025-08-27 NP JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 326,280 5.60 3,755 36.25
2025-08-14 13F Ameriprise Financial Inc 356,206 31.15 4,100 69.24
2025-08-14 13F Interval Partners, LP 593,189 39.38 6,828 79.85
2025-07-07 13F Versant Capital Management, Inc 5,570 5.83 64 39.13
2025-08-08 13F SBI Securities Co., Ltd. 887 0.80 10 42.86
2025-08-14 13F Sherbrooke Park Advisers Llc 10,923 126
2025-06-18 NP REBYX - U.S. Small Cap Equity Fund Class Y Short -4,372 -30.14 -38 -37.70
2025-08-11 13F Elequin Capital Lp 188 2
2025-08-08 13F Avantax Advisory Services, Inc. 11,662 134
2025-08-12 13F Heartland Advisors Inc 69,650 802
2025-08-14 13F Toroso Investments, LLC 1,359,583 15,649
2025-08-08 13F/A Sterling Capital Management LLC 291 110.87 3 200.00
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 912 8.57 10 42.86
2025-08-14 13F Hrt Financial Lp 178,498 105.16 2
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 1,371 16
2025-08-14 13F Stifel Financial Corp 143,084 23.53 1,647 59.34
2025-07-28 NP AVUV - Avantis U.S. Small Cap Value 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 85,467 807
2025-08-20 NP ADANX - AQR Diversified Arbitrage Fund Class N Short -475,986 12.70 -5,479 45.42
2025-06-27 NP CVSIX - Calamos Market Neutral Income Fund Class A Short -188,024 -7.39 -1,636 -17.72
2025-07-23 NP VYSGX - Voya Small Company Fund Class W 73,218 26.45 691 30.87
2025-08-08 13F Atlantic Trust, LLC 84 1
2025-08-01 13F Envestnet Asset Management Inc 905,422 12.01 10,421 44.54
2025-08-14 13F Aqr Capital Management Llc 482,313 19.99 5,551 54.84
2025-08-22 NP FEAC - Fidelity Enhanced U.S. All-Cap Equity ETF 244 3.39 3 0.00
2025-08-12 13F Prudential Financial Inc 1,423,293 1,119.90 16,382 1,475.19
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 2 0
2025-07-24 13F IFP Advisors, Inc 169 838.89 2
2025-07-28 13F Capital Management Corp /va 326,270 71.39 3,755 121.14
2025-08-26 13F/A Thrivent Financial For Lutherans 89,484 6.46 1
2025-08-13 13F Level Four Advisory Services, Llc 124,851 24.75 1,437 61.10
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 22,957 4.21 264 34.69
2025-08-12 13F MAI Capital Management 236 17.41 3 100.00
2025-05-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 170,744 2.41 1,523 -12.97
2025-05-15 13F Texas Permanent School Fund 75,850 660
2025-08-14 13F Wells Fargo & Company/mn 214,777 4.61 2,472 35.01
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 1,277 0
2025-07-28 NP RWJ - Invesco S&P SmallCap 600 Revenue 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 53,531 3.70 505 7.45
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 5,772 4.45 50 -7.41
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 13,852 4.90 121 -6.98
2025-06-26 NP DVRAX - MFS Global Alternative Strategy Fund A 6,053 31.93 53 18.18
2025-08-27 13F Stonebridge Wealth Management, LLC 16,140 186
2025-08-12 13F Trexquant Investment LP 127,731 154.86 1,470 228.86
2025-08-05 13F Bank of New York Mellon Corp 1,425,822 8.12 16,411 39.51
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 25,730 12.53 224 0.00
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 9,629 35.07 84 20.29
2025-08-01 13F Bessemer Group Inc 454 55.48 0
2025-08-27 NP ARBOX - Absolute Convertible Arbitrage Fund Investor Shares Short -275,000 -0.72 -3,165 28.14
2025-07-25 13F Yousif Capital Management, Llc 43,160 1.07 497 30.53
2025-08-13 13F SCS Capital Management LLC 13,000 150
2025-07-29 13F Virginia Retirement Systems Et Al 32,500 2.85 374 33.10
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 29,752 8.65 342 40.16
2025-08-14 13F Verition Fund Management LLC 731,884 4.83 8,424 35.27
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 672,947 5.30 6,353 8.99
2025-08-08 13F Tobam 62,150 12.81 1
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 43 0
2025-08-08 13F Creative Planning 118,563 4.69 1,365 35.05
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 162,773 7.51 1,537 11.30
2025-08-14 13F Benjamin Edwards Inc 51,842 23.40 597 59.36
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 386,892 3,652
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 13,327 14.26 116 0.88
2025-08-14 13F Simcoe Capital Management, LLC 4,924,550 23.45 56,682 59.30
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