SFBS / ServisFirst Bancshares, Inc. - Kepemilikan Institusional - Penjual

ServisFirst Bancshares, Inc.
US ˙ NYSE ˙ US81768T1088

Kepemilikan Institusional dan Dana - Penjual

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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 ORSIX - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 3,750 -27.61 279 -41.01
2025-07-29 NP VFAIX - Vanguard Financials Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 82,662 -4.31 6,153 -22.08
2025-08-14 13F Janus Henderson Group Plc 21,467 -38.99 1,664 -42.20
2025-08-08 13F Pnc Financial Services Group, Inc. 34,043 -0.00 2,639 -6.19
2025-05-02 13F Edgestream Partners, L.P. 0 -100.00 0
2025-06-27 NP PFI - Invesco DWA Financial 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 12,837 -21.02 914 -37.95
2025-08-12 13F Franklin Resources Inc 25,789 -3.65 1,999 -9.59
2025-08-12 13F Jefferies Financial Group Inc. 0 -100.00 0
2025-05-15 13F Gts Securities Llc 0 -100.00 0
2025-08-27 NP JNL SERIES TRUST - JNL Small Cap Index Fund (I) 85,813 -2.16 6,651 -8.19
2025-08-07 13F ProShare Advisors LLC 11,499 -3.69 891 -9.63
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 9,735 -40.44 693 -53.24
2025-07-23 13F Louisiana State Employees Retirement System 23,500 -0.42 1,821 -6.57
2025-06-23 NP BKPIX - Banks Ultrasector Profund Investor Class 893 -63.88 64 -71.87
2025-08-26 NP IWV - iShares Russell 3000 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 13,568 -0.77 1,052 -6.91
2025-07-28 NP URTY - ProShares UltraPro Russell2000 3,709 -28.49 276 -41.77
2025-08-28 NP SLYG - SPDR(R) S & P 600 Small Cap Growth 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 247,647 -5.21 19,195 -11.05
2025-05-12 13F Inceptionr Llc 0 -100.00 0
2025-07-28 13F RFG Advisory, LLC 3,479 -26.48 270 -31.03
2025-08-04 13F Keybank National Association/oh 5,423 -15.66 420 -20.90
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 357 -36.93 28 -41.30
2025-07-29 NP VIOO - Vanguard S&P Small-Cap 600 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 169,774 -1.50 12,636 -19.79
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 191,937 -8.29 13,670 -27.97
2025-05-13 13F Heck Capital Advisors, LLC 0 -100.00 0 -100.00
2025-05-06 13F Proficio Capital Partners LLC 0 -100.00 0 -100.00
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 16,985 -2.01 1,317 -8.04
2025-07-11 13F Farther Finance Advisors, LLC 72 -21.74 6 -28.57
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 12,813 -10.49 954 -27.14
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation 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 Short -2,996 -7
2025-08-11 13F Citigroup Inc 70,595 -22.04 5,472 -26.85
2025-08-26 NP XJR - iShares ESG Screened S&P 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 3,941 -6.43 305 -12.10
2025-05-13 13F Caitong International Asset Management Co., Ltd 0 -100.00 0
2025-08-28 NP SSGSX - Victory Sycamore Small Company Opportunity Fund Class A 780,000 -1.27 60,458 -7.35
2025-07-14 13F GAMMA Investing LLC 1,127 -33.67 87 -37.86
2025-08-01 13F Envestnet Asset Management Inc 150,032 -8.75 11,629 -14.37
2025-05-27 NP FESM - Fidelity Enhanced Small Cap ETF 11,565 -46.42 955 -47.79
2025-07-08 13F Parallel Advisors, LLC 17 -65.31 1 -75.00
2025-08-11 13F Aptus Capital Advisors, LLC 9,025 -0.22 700 -6.43
2025-08-14 13F Balyasny Asset Management Llc 4,507 -57.48 349 -60.11
2025-06-26 NP AALGX - Thrivent Global Stock Fund Class A 543 -13.95 39 -33.33
2025-07-31 13F Shaker Investments Llc/oh 0 -100.00 0
2025-05-15 13F Engineers Gate Manager LP 0 -100.00 0
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 28,295 -6.29 2,193 -12.07
2025-06-24 NP TILT - FlexShares Morningstar US Market Factor Tilt Index Fund This fund is a listed as child fund of Northern Trust 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 3,454 -1.26 246 -22.71
2025-06-26 NP THMAX - Thrivent Moderate Allocation Fund Class A 501 -14.07 36 -32.69
2025-07-21 13F Fairvoy Private Wealth, LLC 3,500 -2.78 271 -8.75
2025-08-27 NP JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 9,147 -8.42 709 -14.18
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 1,327 -2.21 99 -20.97
2025-08-12 13F Charles Schwab Investment Management Inc 534,242 -0.97 41,409 -7.07
2025-08-28 NP SIVIX - State Street Institutional Small-Cap Equity Fund Investment Class 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 32,800 -31.24 2,542 -35.48
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 49 -12.50 3 -40.00
2025-06-26 NP TMAAX - Thrivent Moderately Aggressive Allocation Fund Class A 809 -13.94 58 -32.94
2025-08-12 13F Corebridge Financial, Inc. 0 -100.00 0
2025-08-14 13F Peapack Gladstone Financial Corp 0 -100.00 0
2025-08-06 13F First Horizon Advisors, Inc. 446 -4.50 35 -10.53
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 1,865 -3.67 145 -9.43
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 859 -3.27 64 -22.22
2025-05-15 13F Cubist Systematic Strategies, LLC 0 -100.00 0
2025-08-14 13F Jane Street Group, Llc 20,627 -78.53 1,599 -79.86
2025-05-14 13F OMERS ADMINISTRATION Corp 0 -100.00 0
2025-08-14 13F BI Asset Management Fondsmaeglerselskab A/S 384 -81.42 0
2025-07-30 NP SMCIX - S&P SmallCap Index Fund Direct Shares 1,865 -4.80 139 -22.91
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 10,841 -1.91 807 -20.20
2025-08-28 NP IWM - iShares Russell 2000 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 1,279,586 -3.75 99,181 -9.68
2025-05-15 13F Axa S.a. 0 -100.00 0 -100.00
2025-08-26 NP NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 9,085 -5.54 704 -11.34
2025-07-17 13F HB Wealth Management, LLC 0 -100.00 0 -100.00
2025-08-12 13F Dimensional Fund Advisors Lp 1,122,258 -0.24 86,994 -6.37
2025-08-28 NP KRE - SPDR(R) S&P Regional Banking(SM) 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 261,947 -7.45 20,304 -13.15
2025-08-14 13F Stifel Financial Corp 78,432 -7.62 6,079 -13.31
2025-08-25 NP PSGAX - Virtus KAR Small-Cap Growth Fund Class A 1,438,065 -10.79 111,464 -16.29
2025-08-25 NP QWVOX - Clearwater Small Companies Fund 2,200 -21.43 171 -26.41
2025-06-18 NP GMRAX - Nationwide Small Cap Index Fund Class A 4,340 -1.74 309 -22.75
2025-08-12 13F Steward Partners Investment Advisory, Llc 9 -79.55 1 -100.00
2025-08-14 13F Citadel Advisors Llc Call 0 -100.00 0
2025-08-14 13F Citadel Advisors Llc Put 0 -100.00 0
2025-08-14 13F Bridgefront Capital, LLC 0 -100.00 0
2025-08-27 NP VMNFX - Vanguard Market Neutral Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value Short -37,348 -4.48 -2,895 -10.37
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market 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 1,178 -5.53 91 -11.65
2025-08-14 13F Tudor Investment Corp Et Al 12,396 -48.86 961 -52.05
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 1,204,098 -1.75 93,330 -7.80
2025-06-27 NP DPST - Direxion Daily Regional Banks Bull 3X Shares 31,828 -9.84 2,267 -29.19
2025-05-01 13F Diversify Wealth Management, Llc 0 -100.00 0
2025-07-15 13F SJS Investment Consulting Inc. 7 -41.67 1
2025-07-28 NP AVUS - Avantis U.S. 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 18,175 -7.37 1,353 -24.60
2025-08-07 13F Illinois Municipal Retirement Fund 26,900 -4.84 2,085 -10.67
2025-05-15 13F/A Orion Portfolio Solutions, LLC 4,739 -2.79 391 -5.33
2025-08-12 13F BlackRock, Inc. 7,614,785 -2.62 590,222 -8.62
2025-08-14 13F Citadel Advisors Llc 51,343 -4.26 3,980 -10.16
2025-07-25 13F Stephens Consulting, LLC 0 -100.00 0
2025-08-14 13F Fmr Llc 4,421 -75.55 343 -77.09
2025-06-26 NP JHSC - John Hancock Multifactor Small Cap ETF 10,406 -12.54 741 4.37
2025-08-29 NP DGRW - WisdomTree U.S. Quality Dividend Growth Fund N/A 62,795 -2.25 4,867 -8.27
2025-08-28 NP SSMHX - State Street Small/mid Cap Equity Index Portfolio 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 16,730 -10.20 1,297 -15.73
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 19,744 -73.43 1,470 -78.37
2025-06-25 NP DISSX - BNY Mellon Smallcap Stock Index Fund Investor Shares 33,474 -13.97 2,384 -32.43
2025-03-27 NP RSEAX - U.S. Strategic Equity Fund Class A 0 -100.00 0 -100.00
2025-05-29 NP CSA - VictoryShares US Small Cap Volatility Wtd ETF 515 -27.36 43 -30.00
2025-06-23 NP PPNMX - SmallCap Growth Fund I R-3 1,439 -2.97 102 -23.88
2025-07-22 13F Firethorn Wealth Partners, Llc 6,187 -0.08 480 -6.26
2025-08-21 NP MXISX - Great-West S&P Small Cap 600 Index Fund Investor Class 37,150 -3.95 2,879 -9.86
2025-08-14 13F Boston Private Wealth Llc 0 -100.00 0
2025-07-21 13F Riverview Trust Co 0 -100.00 0
2025-08-07 13F Hughes Financial Services, LLC 0 -100.00 0
2025-07-23 13F Stonegate Investment Group, LLC 937,669 -0.15 72,679 -6.31
2025-08-08 13F SBI Securities Co., Ltd. 12 -88.24 1 -100.00
2025-05-06 13F Venturi Wealth Management, LLC 0 -100.00 0
2025-06-27 NP AVFIX - American Beacon Small Cap Value Fund Institutional Class 109,427 -41.43 7,793 -53.99
2025-08-20 NP ASMOX - AQR Small Cap Momentum Style Fund Class I 3,608 -1.61 280 -7.62
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 4,077 -30.99 303 -43.78
2025-07-10 13F Global Financial Private Client, LLC 0 -100.00 0
2025-05-14 13F Susquehanna International Group, Llp Call 0 -100.00 0 -100.00
2025-08-11 13F HighTower Advisors, LLC 52,054 -2.50 4,035 -8.51
2025-08-13 13F Pictet Asset Management Holding SA 7,996 -7.65 620 -13.17
2025-08-26 NP PSGIX - Blackrock Advantage Small Cap Growth Fund Institutional 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 4,661 -1.52 361 -7.44
2025-06-25 NP BKSE - BNY Mellon US Small Cap Core Equity ETF 2,480 -20.49 177 -37.59
2025-07-30 13F Smith Thornton Advisors LLC 16,455 -1.34 1,275 -7.41
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 239,036 -1.23 17,791 -19.57
2025-06-20 NP JSML - Janus Henderson Small Cap Growth Alpha ETF 9,995 -21.57 712 -38.44
2025-08-27 NP VISGX - Vanguard Small-Cap Growth Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 332,177 -3.04 25,747 -9.01
2025-08-13 13F Fisher Asset Management, LLC 78,031 -1.33 6,048 -7.41
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 180 -1.64 14 -13.33
2025-08-13 13F M&t Bank Corp 30,834 -3.19 2,390 -9.16
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 244 -29.89 19 -35.71
2025-07-25 13F Welch Group, LLC 974,158 -0.00 75,507 -5.41
2025-08-12 13F Aviso Financial Inc. 7,617 -0.44 590 -6.50
2025-08-05 13F Bank of New York Mellon Corp 444,686 -2.45 34,468 -8.47
2025-05-30 NP FLDZ - RiverNorth Patriot ETF 0 -100.00 0 -100.00
2025-08-27 NP VISVX - Vanguard Small-Cap Value 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 384,115 -3.24 29,773 -9.20
2025-05-30 NP New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES 0 -100.00 0 -100.00
2025-08-11 13F Portside Wealth Group, LLC 12,265 -6.10 951 -11.87
2025-07-28 NP SAA - ProShares Ultra SmallCap600 872 -15.59 65 -31.91
2025-08-14 13F Smartleaf Asset Management LLC 1,025 -9.61 81 -11.96
2025-08-28 NP SPSM - SPDR(R) Portfolio Small Cap 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 429,146 -1.40 33,263 -7.47
2025-05-27 NP IWN - iShares Russell 2000 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 335,519 -5.72 27,714 -8.10
2025-08-14 13F Daiwa Securities Group Inc. 35,091 -6.15 3 -33.33
2025-08-19 NP RIFBX - U.S. Small Cap Equity Fund 3,675 -426.38 285 -405.38
2025-08-04 13F Atria Investments Llc 8,625 -1.28 669 -7.35
2025-08-12 13F Ci Investments Inc. 2,276 -3.15 0
2025-05-29 NP CSF - VictoryShares US Discovery Enhanced Volatility Wtd ETF 656 -16.96 54 -18.18
2025-08-12 13F Deutsche Bank Ag\ 36,791 -11.94 2,852 -17.36
2025-08-29 NP DTD - WisdomTree U.S. Total Dividend Fund N/A 1,580 -0.94 122 -6.87
2025-08-12 13F Nuveen, LLC 132,703 -13.87 10,286 -19.18
2025-08-12 13F CIBC Private Wealth Group, LLC 5,377 -0.06 417 13.04
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 2,136,860 -9.06 165,628 -14.66
2025-05-30 NP SLLAX - SIMT Small Cap Fund Class F 32,189 -1.53 2,659 -4.04
2025-08-07 13F Teachers Retirement System Of The State Of Kentucky 14,811 -6.63 1 0.00
2025-08-27 NP RYWAX - S&P SmallCap 600 Pure Growth Fund Class H 170 -10.99 13 -13.33
2025-08-13 13F Victory Capital Management Inc 1,063,136 -0.88 82,404 -6.99
2025-07-29 NP ISMD - Inspire Small/Mid Cap Impact ETF 4,304 -3.63 320 -21.57
2025-08-12 13F Swiss National Bank 99,068 -1.39 7,679 -7.47
2025-08-14 NP FLSPX - SPECTRUM FUND Retail Class Short -17,479 20.06 -1,355 12.65
2025-08-12 13F American Century Companies Inc 33,927 -46.36 2,630 -49.67
2025-08-15 13F United Services Automobile Association 0 -100.00 0
2025-08-14 13F Voloridge Investment Management, Llc 19,165 -61.92 1,485 -64.28
2025-06-18 NP REBYX - U.S. Small Cap Equity Fund Class Y 8,881 -331.70 633 -282.13
2025-08-04 13F Strs Ohio 3,400 -8.11 264 -13.77
2025-08-14 13F Winton Capital Group Ltd 0 -100.00 0
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 1,094 -1.35 85 -7.69
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 8,196 -3.94 635 -9.80
2025-08-08 13F Geode Capital Management, Llc 1,177,700 -0.34 91,293 -6.49
2025-08-26 NP IJR - iShares Core S&P 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 2,992,527 -3.58 231,951 -9.52
2025-07-29 NP VTWV - Vanguard Russell 2000 Value 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 24,150 -4.82 1,797 -22.51
2025-05-15 13F Crestline Management, LP 0 -100.00 0
2025-08-14 13F State Street Corp 2,396,404 -3.24 185,745 -9.20
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 39,816 -4.99 2,836 -25.38
2025-08-28 NP KBE - SPDR(R) S&P Bank 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 204,218 -18.40 15,829 -23.43
2025-04-30 13F Cerity Partners LLC 0 -100.00 0
2025-08-11 13F HHM Wealth Advisors, LLC 31,349 -6.56 2,430 -12.34
2025-08-25 NP MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class 9,927 -2.53 769 -8.56
2025-07-09 13F Massmutual Trust Co Fsb/adv 122 -5.43 9 -10.00
2025-08-08 13F SG Americas Securities, LLC 6,528 -45.57 1
2025-08-25 NP FTXO - First Trust Nasdaq Bank 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 12,690 -5.47 984 -11.28
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 519 -29.86 37 -46.27
2025-08-28 NP BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 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 Short -24,576 -56
2025-08-14 13F Aster Capital Management (DIFC) Ltd 0 -100.00 0
2025-08-11 13F Rothschild Investment Llc 70 -12.50 5 -16.67
2025-08-14 13F Ameriprise Financial Inc 101,742 -7.72 7,886 -13.40
2025-05-15 13F Advisory Services Network, LLC 0 -100.00 0
2025-08-14 13F Graham Capital Management, L.P. 0 -100.00 0
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 25,072 -28.24 1,786 -43.66
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 10,861 -1.52 808 -19.84
2025-08-13 13F Amundi 0 -100.00 0
2025-07-25 13F Cwm, Llc 762 -1.80 0
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 -100.00 0
2025-08-01 13F Teacher Retirement System Of Texas 12,987 -1.17 1,007 -7.28
2025-08-11 13F Cornerstone Planning Group LLC 26 -50.00 2 -33.33
2025-08-13 13F Advantage Alpha Capital Partners LP 0 -100.00 0
2025-08-13 13F Quadrant Capital Group Llc 4,881 -5.13 378 -10.85
2025-05-15 13F Weiss Asset Management LP 4,829 -94.62 399 -94.77
2025-05-09 13F R Squared Ltd 0 -100.00 0
2025-08-25 NP MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 6,505 -11.02 504 -16.42
2025-06-24 NP QASGX - Federated MDT Small Cap Growth Fund Class A Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10,832 -28.98 771 -44.21
2025-08-11 13F B. Metzler seel. Sohn & Co. AG 11,707 -7.26 907 -12.96
2025-08-15 13F Kestra Advisory Services, LLC 12,672 -1.70 982 -7.71
2025-08-15 13F Equitable Holdings, Inc. 8,573 -0.59 664 -6.74
2025-08-13 13F Natixis Advisors, L.p. 20,658 -5.12 2 0.00
2025-05-06 13F AE Wealth Management LLC 0 -100.00 0
2025-07-28 13F New York State Teachers Retirement System 13,635 -0.73 1 0.00
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 14,786 -0.51 1,146 -5.83
2025-08-12 13F Pathstone Holdings, LLC 7,226 -52.20 560 -55.13
2025-06-26 NP TAAAX - Thrivent Aggressive Allocation Fund Class A 454 -22.92 32 -39.62
2025-08-25 NP MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Value Fund Class 71,192 -5.42 5,518 -11.24
2025-08-11 13F TD Waterhouse Canada Inc. 30 -48.28 2 -50.00
2025-05-14 13F Caitlin John, LLC 0 -100.00 0
2025-07-21 13F Credential Qtrade Securities Inc. 7,464 -2.24 495 -2.56
2025-08-13 13F Centiva Capital, LP 2,625 -24.44 203 -29.02
2025-08-08 13F Advisors Capital Management, LLC 0 -100.00 0
2025-08-15 13F Caxton Associates Llp 0 -100.00 0
2025-08-11 13F New Age Alpha Advisors, LLC 0 -100.00 0
2025-08-11 13F Hexagon Capital Partners LLC 0 -100.00 0
2025-08-27 NP JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 88,349 -7.92 6,848 -13.60
2025-06-26 NP TCAAX - Thrivent Moderately Conservative Allocation Fund Class A 80 -13.98 6 -37.50
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 308 -29.68 24 -36.11
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 966 -29.80 75 -34.51
2025-08-28 NP DTSVX - Small Company Value Portfolio Investment Class 611 -66.61 47 -68.87
2025-04-25 13F PMC FIG Opportunities LLC 0 -100.00 0 -100.00
2025-05-14 13F/A Group One Trading, L.p. Call 0 -100.00 0
2025-07-28 NP UWM - ProShares Ultra Russell2000 5,061 -18.70 377 -33.80
2025-08-28 NP IJT - iShares S&P Small-Cap 600 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 442,449 -3.26 34,294 -9.22
2025-07-28 NP PSCF - Invesco S&P SmallCap Financials 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 2,825 -4.79 210 -22.51
2025-07-29 NP SEHAX - SIIT U.S. Equity Factor Allocation Fund Class A 0 -100.00 0 -100.00
2025-08-08 13F Cetera Investment Advisers 30,769 -0.86 2,385 -6.98
2025-08-07 13F Los Angeles Capital Management Llc 21,968 -5.22 1,703 -11.08
2025-04-30 13F Brown Advisory Inc 0 -100.00 0
2025-08-08 13F KBC Group NV 1,633 -33.78 0
2025-08-26 NP VIRTUS VARIABLE INSURANCE TRUST - Virtus KAR Small-Cap Growth Series Class A 42,331 -6.82 3,281 -12.55
2025-08-26 NP FTKI - First Trust Small Cap BuyWrite Income ETF 0 -100.00 0 -100.00
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 1,012 -29.72 78 -33.90
2025-08-13 13F Federated Hermes, Inc. 69,439 -6.27 5,382 -12.04
2025-08-26 NP BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 19,503 -4.02 1,512 -9.95
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 24,201 -3.93 1,876 -9.86
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 5,270 -11.64 375 -30.56
2025-05-28 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 3,257 -24.06 269 -25.90
2025-05-12 13F Simplex Trading, Llc Call 0 -100.00 0
2025-08-08 13F Intech Investment Management Llc 33,475 -17.30 2,595 -22.41
2025-08-11 13F Bell Investment Advisors, Inc 0 -100.00 0
2025-08-14 13F State Of Wisconsin Investment Board 4,904 -8.76 380 -14.22
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 64,257 -1.84 4,576 -22.90
2025-07-28 NP OMFS - Invesco Russell 2000(R) Dynamic Multifactor 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 9,924 -3.15 739 -21.15
2025-08-13 13F Quadrature Capital Ltd 0 -100.00 0
2025-06-23 NP SGPIX - Small-cap Growth Profund Investor Class 305 -1.29 22 -25.00
2025-08-18 13F Geneos Wealth Management Inc. 0 -100.00 0 -100.00
2025-08-26 13F/A Thrivent Financial For Lutherans 39,958 -9.36 3 0.00
2025-08-13 13F Invesco Ltd. 120,847 -11.14 9,367 -16.62
2025-08-25 13F/A Neuberger Berman Group LLC 37,238 -9.27 2,886 -14.87
2025-08-12 13F Dynamic Technology Lab Private Ltd 0 -100.00 0
2025-07-24 13F Us Bancorp \de\ 12,798 -0.21 992 -6.42
2025-07-08 13F Rise Advisors, LLC 0 -100.00 0
2025-08-28 NP CIPSX - CHAMPLAIN SMALL COMPANY FUND ADVISOR SHARES 445,000 -7.29 34,492 -13.01
2025-08-14 13F Quarry LP 0 -100.00 0
2025-06-23 NP PSSMX - SmallCap S&P 600 Index Fund R-3 48,763 -5.19 3,473 -25.54
2025-08-08 13F/A Sterling Capital Management LLC 125 -80.56 10 -83.02
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 271,308 -13.52 19,323 -32.07
2025-08-12 13F Handelsbanken Fonder AB 12,923 -7.84 1 0.00
2025-05-15 13F Point72 Asia (Singapore) Pte. Ltd. 0 -100.00 0
2025-05-14 13F Landscape Capital Management, L.l.c. 0 -100.00 0
2025-05-15 13F Point72 (DIFC) Ltd 0 -100.00 0
2025-07-29 NP VIOG - Vanguard S&P Small-Cap 600 Growth 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 60,548 -6.98 4,507 -24.26
2025-08-12 13F Watchman Group, Inc. 0 -100.00 0
2025-08-14 13F Cibc World Markets Corp 6,361 -43.50 493 -46.93
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 39,033 -8.51 2,780 -28.15
2025-07-28 13F Sagespring Wealth Partners, Llc 4,314 -1.51 334 -7.48
2025-05-27 NP Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 1,871 -0.64 155 -3.14
2025-08-05 13F Huntington National Bank 4 -99.30 0 -100.00
2025-08-26 NP BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. 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 3,429 -1.07 266 -7.34
2025-05-15 13F Twinbeech Capital Lp 0 -100.00 0
2025-07-25 NP NMSAX - Columbia Small Cap Index Fund Class A 95,683 -5.50 7,122 -23.05
2025-06-27 NP BIVIX - Invenomic Fund Institutional Class shares Short -71,357 -5,082
2025-07-17 13F Oakworth Capital, Inc. 12,235 -4.69 948 -10.57
2025-08-14 13F Millennium Management Llc 67,587 -53.85 5,239 -56.70
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 22,912 -0.78 1,632 -22.07
2025-08-14 13F Algert Global Llc 9,742 -74.63 1 -100.00
2025-08-28 NP BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 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 Short -98 -0
2025-08-13 13F Summit Financial, LLC 2,725 -52.40 211 -55.30
2025-08-15 13F Great West Life Assurance Co /can/ 45,925 -0.16 4 0.00
2025-08-08 13F Creative Planning 243,047 -0.04 18,839 -6.20
2025-08-13 13F Cresset Asset Management, LLC 31,310 -0.76 2,427 -6.91
2025-08-29 NP EZM - WisdomTree U.S. MidCap Fund N/A 8,114 -1.21 629 -7.37
2025-08-12 13F Ensign Peak Advisors, Inc 19,042 -4.27 1,476 -10.23
2025-08-14 13F Manufacturers Life Insurance Company, The 28,725 -4.57 2,226 -10.46
2025-08-12 13F SRS Capital Advisors, Inc. 0 -100.00 0
2025-06-27 NP RZG - Invesco S&P SmallCap 600 Pure Growth 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 5,905 -1.07 421 -22.37
2025-06-26 NP USMIX - Extended Market Index Fund 6,093 -2.18 434 -23.23
2025-08-13 13F Townsquare Capital Llc 6,344 -92.95 492 -93.40
2025-07-16 13F Signaturefd, Llc 1,281 -3.61 99 -9.17
2025-07-29 NP VRTGX - Vanguard Russell 2000 Growth Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12,555 -4.70 934 -22.43
2025-08-14 13F Alliance Wealth Advisors, LLC /UT 5,665 -7.72 439 -13.41
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