UHALB / U-Haul Holding Company - Series N - Kepemilikan Institusional - Penjual

U-Haul Holding Company - Series N
US ˙ NASDAQ
HINDI NA ACTIVE ANG SIMBONG ITO

Kepemilikan Institusional dan Dana - Penjual

Halaman ini menampilkan lembaga, dana, dan pemegang saham utama yang telah mengurangi kepemilikan atau menutup posisi mereka pada periode pelaporan terakhir. Baris berwarna merah menunjukkan posisi yang telah ditutup. Klik ikon tautan untuk melihat riwayat transaksi lengkap.

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)		 Saham Δ Saham
(%)		 Dilaporkan
Nilai
($1000)		 Nilai Δ
(%)		 Alokasi Port
(%)
2025-06-26 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 293,927 -6.80 16,107 -21.11
2025-08-28 NP CFA - VictoryShares US 500 Volatility Wtd ETF 17,366 -2.44 944 -10.35
2025-08-27 NP Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 224,115 -3.86 12,185 -11.67
2025-07-17 13F Greenleaf Trust 12,689 -14.71 690 -21.70
2025-08-11 13F Covestor Ltd 193 -0.52 0
2025-06-25 NP WRAAX - Wilmington Global Alpha Equities Fund Class A Shares 2,628 -4.40 144 -18.64
2025-08-12 13F O'shaughnessy Asset Management, Llc 7,786 -13.59 423 -20.64
2025-08-14 13F Alliancebernstein L.p. 35,152 -1.08 1,911 -9.13
2025-07-18 13F Robeco Institutional Asset Management B.V. 0 -100.00 0
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 2,369,779 -1.94 128,845 -9.91
2025-08-11 13F Principal Securities, Inc. 0 -100.00 0
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 747 -57.39 41 -61.17
2025-07-22 NP GVUS - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 799 -9.51 46 -16.67
2025-08-26 NP EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB 3,432 -10.16 187 -17.70
2025-08-12 13F Handelsbanken Fonder AB 25,500 -6.25 1 0.00
2025-08-15 13F Great West Life Assurance Co /can/ 20,568 -4.08 1 0.00
2025-08-28 NP TPLE - Timothy Plan US Large/Mid Cap Core Enhanced ETF 1,162 -68.22 63 -70.83
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 77,260 -11.11 4,234 -24.77
2025-08-26 NP VVIMX - Voya VACS Index Series MC Portfolio 3,038 -32.25 165 -37.74
2025-08-12 13F CIBC Private Wealth Group, LLC 936 -8.50 51 -5.66
2025-06-26 NP JHML - John Hancock Multifactor Large Cap ETF 3,847 -0.21 211 -15.66
2025-08-13 13F Northwestern Mutual Wealth Management Co 3,881 -7.33 211 -14.57
2025-07-29 13F Tweedy, Browne Co LLC 475,351 -1.06 25,845 -9.10
2025-08-19 NP LOGIX - Scharf Fund Institutional Class 194,285 -1.00 10,563 -9.05
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap 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 5,790 -17.17 317 -29.87
2025-08-14 13F Holocene Advisors, LP 13,314 -50.03 724 -54.12
2025-08-22 NP MIMPX - Global Strategist Portfolio Class I 50 -1.96 3 -33.33
2025-08-06 13F Resona Asset Management Co.,Ltd. 29,633 -0.56 1,614 -8.46
2025-08-08 13F Mv Capital Management, Inc. 0 -100.00 0
2025-08-14 13F Oddo Bhf Asset Management Sas 19,025 -6.17 1,034 -13.76
2025-06-27 NP CSD - Invesco S&P Spin-Off 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 46,941 -21.03 2,572 -33.16
2025-04-24 13F BSW Wealth Partners 0 -100.00 0 -100.00
2025-05-15 13F Eminence Capital, Lp 0 -100.00 0
2025-08-14 13F Saudi Central Bank 0 -100.00 0
2025-06-26 NP TSLCX - Transamerica Small Cap Value C 6,250 -6.02 342 -20.47
2025-05-14 13F Susquehanna International Group, Llp Call 0 -100.00 0 -100.00
2025-07-31 13F Sumitomo Mitsui Trust Holdings, Inc. 175,195 -1.31 9,525 -9.33
2025-05-15 13F Squarepoint Ops LLC 0 -100.00 0
2025-07-31 13F CVA Family Office, LLC 900 -0.99 49 -9.43
2025-08-11 13F EntryPoint Capital, LLC 5,860 -20.84 319 -27.40
2025-08-12 13F Deutsche Bank Ag\ 118,825 -0.35 6,461 -8.46
2025-08-14 13F Quarry LP 0 -100.00 0
2025-08-15 13F Tower Research Capital LLC (TRC) 330 -79.77 18 -82.29
2025-08-28 NP CFO - VictoryShares US 500 Enhanced Volatility Wtd ETF 13,726 -2.49 746 -10.44
2025-07-07 13F Versant Capital Management, Inc 96 -15.79 5 -16.67
2025-04-14 13F Old National Bancorp /in/ 0 -100.00 0
2025-08-13 13F Quadrant Capital Group Llc 0 -100.00 0
2025-08-12 13F Pathstone Holdings, LLC 6,066 -0.61 330 -8.86
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 406,685 -3.76 22,286 -18.54
2025-08-12 13F Aigen Investment Management, Lp 0 -100.00 0
2025-08-27 NP ARTQX - Artisan Mid Cap Value Fund Investor Shares 536,510 -2.20 29,170 -10.15
2025-07-23 NP SMVLX - Smead Value Fund Investor Class Shares 2,092,923 -0.63 119,380 -7.91
2025-08-13 13F Renaissance Technologies Llc 95,000 -17.03 5,165 -23.78
2025-08-13 13F Korea Investment CORP 10,694 -13.01 581 -20.08
2025-08-08 13F Atlantic Trust, LLC 14 -74.55 1 -100.00
2025-08-14 13F/A Skopos Labs, Inc. 170 -48.17 9 -52.63
2025-07-10 13F Global Financial Private Client, LLC 0 -100.00 0
2025-07-24 13F IFP Advisors, Inc 11 -95.26 1 -100.00
2025-08-18 NP PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 2,248 -8.47 122 -15.86
2025-06-26 NP FDVLX - Fidelity Value 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 661,225 -4.31 36,235 -19.00
2025-08-12 13F Nuveen, LLC 143,928 -25.68 7,825 -31.72
2025-08-25 13F/A Neuberger Berman Group LLC 16,191 -9.51 880 -16.82
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 2,198 -1.26 120 -16.67
2025-06-23 NP DSI - iShares MSCI KLD 400 Social 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 16,154 -4.04 885 -18.73
2025-08-06 13F SOUTH STATE Corp 15 -51.61 1 -100.00
2025-08-12 13F Dimensional Fund Advisors Lp 3,478,925 -1.03 189,159 -9.06
2025-05-16 13F Arete Wealth Advisors, LLC 0 -100.00 0
2025-08-27 NP JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 6,895 -25.62 375 -31.75
2025-08-11 13F Citigroup Inc 20,531 -1.13 1,116 -9.12
2025-06-26 NP USMIX - Extended Market Index Fund 12,964 -2.19 710 -17.25
2025-07-18 13F Institute for Wealth Management, LLC. 15,072 -1.79 819 -9.80
2025-08-20 NP QMNIX - AQR Equity Market Neutral Fund Class I Short -43,735 103.58 -2,378 87.02
2025-05-14 13F OMERS ADMINISTRATION Corp 0 -100.00 0
2025-08-14 13F Wellington Management Group Llp 412,164 -11.87 22,409 -19.03
2025-08-08 13F Pnc Financial Services Group, Inc. 3,967 -27.12 216 -33.23
2025-08-27 NP CSMEX - Carillon Scout Mid Cap Fund Class A 272,111 -6.25 14,795 -13.87
2025-08-14 13F Brasada Capital Management, Lp 28,114 -5.10 1,596 2.97
2025-07-25 13F JustInvest LLC 11,580 -33.57 630 -38.99
2025-08-08 13F Capital Investment Advisory Services, LLC 0 -100.00 0
2025-08-12 13F Viawealth, Llc 6,064 -4.83 330 -12.73
2025-05-29 NP JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 7,055 -11.35 418 -18.07
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 60,528 -8.97 3,291 -16.39
2025-07-29 NP CLSE - Convergence Long/Short Equity ETF Short -4,982 -23.58 -284 -29.18
2025-06-25 NP FXD - First Trust Consumer Discretionary 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 45,605 -77.51 2,499 -80.96
2025-08-08 13F SG Americas Securities, LLC 6,415 -31.70 0
2025-07-28 13F Private Wealth Asset Management, LLC 2,720 -0.66 148 -9.26
2025-08-28 NP IWP - iShares Russell Mid-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 252,739 -1.69 13,741 -9.68
2025-08-13 13F Lansforsakringar Fondforvaltning AB (publ) 30,761 -1.08 1,672 -9.13
2025-08-26 NP EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 4,115 -5.62 224 -13.57
2025-08-27 NP OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 840 -13.40 46 -21.05
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 30,589 -0.73 1,676 -15.95
2025-08-08 13F Intech Investment Management Llc 7,972 -10.39 433 -17.68
2025-08-14 13F Ancora Advisors, LLC 14,288 -4.19 777 -12.02
2025-08-25 NP MDDAX - MassMutual Select Diversified Value Fund Class A 6,500 -1.52 353 -9.49
2025-08-12 13F Corebridge Financial, Inc. 0 -100.00 0
2025-08-05 13F Bank of New York Mellon Corp 345,721 -10.61 18,797 -17.88
2025-07-21 13F Quent Capital, LLC 0 -100.00 0
2025-08-06 13F First Horizon Advisors, Inc. 517 -3.36 28 -9.68
2025-08-13 13F MetLife Investment Management, LLC 0 -100.00 0
2025-08-14 13F Stifel Financial Corp 18,136 -3.54 986 -11.33
2025-06-26 NP BlackRock ETF Trust - BlackRock U.S. Industry Rotation 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 89 -54.59 5 -66.67
2025-08-14 13F Manufacturers Life Insurance Company, The 21,157 -5.23 1,150 -12.94
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 26,516 -0.76 1,442 -8.86
2025-08-08 13F Oak Thistle LLC 0 -100.00 0
2025-08-14 13F Jane Street Group, Llc 0 -100.00 0
2025-07-28 13F Td Asset Management Inc 8,519 -6.58 463 -14.10
2025-08-12 13F Jpmorgan Chase & Co 72,976 -17.28 3,968 -24.00
2025-07-09 13F Norman Fields, Gottscho Capital Management, LLC 12,164 -37.13 1 -100.00
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 -100.00 0
2025-08-01 13F Bessemer Group Inc 0 -100.00 0
2025-08-29 NP STXV - Strive 1000 Value ETF 172 -42.47 9 -47.06
2025-08-27 13F/A Putney Financial Group LLC 297 -67.65 16 -70.37
2025-08-13 13F First Trust Advisors Lp 97,270 -23.44 5,289 -29.66
2025-08-25 NP PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 123 -23.60 7 -33.33
2025-08-26 NP IWD - iShares Russell 1000 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 139,302 -0.73 7,574 -8.80
2025-08-04 13F Keybank National Association/oh 4,607 -14.56 250 -21.63
2025-08-14 13F/A Barclays Plc 64,737 -1.81 4 0.00
2025-05-15 13F Brevan Howard Capital Management LP 0 -100.00 0
2025-08-14 13F Cibc World Markets Corp 4,042 -8.47 220 -16.09
2025-08-13 13F Bank Of Nova Scotia 0 -100.00 0
2025-07-28 13F BRYN MAWR TRUST Co 297 -76.11 16 -78.08
2025-08-05 13F Key FInancial Inc 0 -100.00 0
2025-06-25 NP BKMC - BNY Mellon US Mid Cap Core Equity ETF 10,684 -30.42 585 -41.15
2025-07-14 13F AdvisorNet Financial, Inc 730 -3.95 40 -11.36
2025-05-15 13F Logan Stone Capital, LLC 0 -100.00 0
2025-05-15 13F Punch & Associates Investment Management, Inc. 0 -100.00 0
2025-08-12 13F Artisan Partners Limited Partnership 1,319,714 -1.25 71,753 -9.27
2025-06-26 NP DFVX - Dimensional US Large Cap Vector ETF 3,219 -1.56 176 -16.59
2025-08-25 NP VVSIX - Venerable US Large Cap Strategic Equity Fund Class I 10,704 -0.19 582 -8.36
2025-06-25 NP ILCB - iShares Morningstar Large-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 1,861 -16.21 102 -29.37
2025-07-18 13F RK Asset Management, LLC 52,966 -4.95 3 -33.33
2025-08-07 13F Hughes Financial Services, LLC 7 -50.00 0
2025-08-14 13F Smartleaf Asset Management LLC 231 -40.77 13 -45.45
2025-05-15 13F Impactive Capital LP 0 -100.00 0
2025-08-14 13F Citadel Advisors Llc Call 0 -100.00 0
2025-08-14 13F Citadel Advisors Llc Put 0 -100.00 0
2025-06-26 NP ILCG - iShares Morningstar Large-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 4,097 -0.17 225 -15.47
2025-06-26 NP DFLV - Dimensional US Large Cap Value ETF 27,366 -6.39 1,500 -20.77
2025-05-02 13F Apollon Wealth Management, LLC 0 -100.00 0
2025-06-23 NP PPUMX - LargeCap Growth Fund I R-3 2,225 -26.69 122 -38.27
2025-08-11 13F Vanguard Group Inc 9,077,996 -0.53 493,571 -8.61
2025-08-12 13F Global Retirement Partners, LLC 0 -100.00 0
2025-06-26 NP FAVFX - Fidelity Advisor Value Fund Class A 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 27,797 -0.36 1,523 -15.67
2025-08-12 13F Oppenheimer & Close, LLC 45,579 -1.29 2,478 -9.30
2025-08-15 13F Zuckerman Investment Group, LLC 0 -100.00 0
2025-07-25 NP KOKU - Xtrackers MSCI Kokusai Equity ETF 839 -0.47 48 -7.84
2025-08-14 13F Treasurer of the State of North Carolina 47,241 -10.81 3 -33.33
2025-08-28 NP SLGFX - SIMT Large Cap Index Fund Class F 2,033 -4.69 111 -12.70
2025-05-28 NP QCSTRX - Stock Account Class R1 514 -87.02 30 -88.14
2025-08-14 13F Sei Investments Co 9,862 -1.11 536 -9.15
2025-07-24 NP FSOAX - Fidelity Advisor Value Strategies Class A 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 275,100 -5.79 15,692 -12.69
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 402,164 -9.25 22,039 -23.19
2025-05-09 13F Argent Trust Co 0 -100.00 0
2025-07-25 13F Cwm, Llc 1,035 -19.83 0
2025-08-12 13F Segall Bryant & Hamill, Llc 0 -100.00 0
2025-07-22 13F Miracle Mile Advisors, LLC 19,397 -24.72 1,055 -30.84
2025-08-29 NP SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund 11,881 -27.27 646 -33.23
2025-08-14 13F State Street Corp 2,233,778 -3.25 121,451 -11.12
2025-07-25 NP RPMAX - Reinhart Genesis PMV Fund Investor Class 307,187 -4.95 17,522 -11.92
2025-06-26 NP TILIX - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 20,817 -2.66 1,141 -17.63
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 40,860 -3.48 2,239 -18.28
2025-08-05 13F Huntington National Bank 7 -79.41 0 -100.00
2025-08-26 NP IRGJX - Voya RussellTM Mid Cap Growth Index Portfolio Class I 12,588 -4.59 684 -12.31
2025-08-06 13F Yacktman Asset Management Lp 5,986,465 -0.14 325,484 -8.26
2025-08-14 13F Janus Henderson Group Plc 8,444 -5.12 458 -12.79
2025-07-10 13F Sumitomo Mitsui DS Asset Management Company, Ltd 6,448 -0.59 351 -8.62
2025-08-14 13F BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 15,266 -17.74 830 -24.41
2025-08-26 NP EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 5,165 -7.02 281 -14.63
2025-05-06 13F Cetera Investment Advisers 0 -100.00 0
2025-07-29 NP GBFFX - GMO Benchmark-Free Fund Class III Short -801 -46
2025-07-31 13F Quest Partners LLC 0 -100.00 0
2025-07-17 13F Lakewood Asset Management LLC 44,006 -0.59 2,393 -8.67
2025-07-15 13F SJS Investment Consulting Inc. 19 -26.92 1 0.00
2025-08-14 13F Susquehanna Fundamental Investments, Llc 0 -100.00 0
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class 74,426 -8.71 4,047 -16.13
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 1,512,492 -3.68 82,234 -11.51
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 27,421 -6.83 1,503 -21.15
2025-07-16 13F Signaturefd, Llc 1,368 -4.40 74 -11.90
2025-08-14 13F Xponance, Inc. 13,852 -0.53 753 -8.62
2025-08-14 13F Susquehanna International Group, Llp 105,713 -24.05 5,748 -30.23
2025-08-28 NP ONEV - SPDR Russell 1000 Low Volatility Focus 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 5,002 -33.16 272 -38.69
2025-07-21 13F Riverview Trust Co 0 -100.00 0
2025-07-14 13F Scharf Investments, Llc 148,257 -84.96 8,978 -84.61
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 65,482 -2.32 3,588 -17.31
2025-08-13 13F Northern Trust Corp 595,601 -26.00 32,383 -32.02
2025-07-28 NP AVLV - Avantis U.S. Large 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 17,302 -8.39 987 -15.15
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 16,546 -15.86 907 -28.83
2025-08-08 13F Vestcor Inc 2,016 -0.44 0
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 38,238 -1.29 2,181 -8.52
2025-06-23 NP PPQMX - MidCap Growth Fund III R-3 463 -24.10 25 -35.90
2025-08-15 13F CI Private Wealth, LLC 20,946 -41.72 1,139 -46.47
2025-08-13 13F Long Pond Capital, LP 0 -100.00 0
2025-08-26 NP IWF - iShares Russell 1000 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 145,684 -9.89 7,921 -17.22
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 96,040 -0.35 5,222 -8.45
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 7,543 -3.26 410 -11.06
2025-07-29 NP GAAVX - GMO Alternative Allocation Fund Class VI Short -4,972 -284
2025-08-12 13F Coldstream Capital Management Inc 0 -100.00 0
2025-06-23 NP VLUE - iShares Edge MSCI USA Value Factor 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 104,208 -5.96 5,711 -20.41
2025-05-05 13F Los Angeles Capital Management Llc 0 -100.00 0
2025-07-25 NP RPMMX - Reinhart Mid Cap PMV Fund Investor Class 57,140 -3.87 3,259 -10.91
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 18,158 -3.09 987 -10.92
2025-06-24 NP BBMC - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 45,320 -1.39 2,484 -16.54
2025-07-17 13F Janney Capital Management LLC 5,905 -11.48 0
2025-08-14 13F Trian Fund Management, L.p. 338,031 -69.94 18,379 -72.39
2025-08-20 NP QLEIX - AQR Long-Short Equity Fund Class I Short -92,885 91.01 -5,050 75.53
2025-08-14 13F Ameriprise Financial Inc 54,771 -10.82 2,978 -18.08
2025-05-06 13F Roundview Capital LLC 0 -100.00 0
2025-07-25 13F Hemington Wealth Management 183 -10.73 0
2025-08-13 13F Victory Capital Management Inc 65,534 -48.89 3,563 -53.04
2025-05-08 13F IFG Advisory, LLC 0 -100.00 0
2025-07-29 NP NELAX - Nuveen Equity Long/Short 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 Short -8,100 6.58 -462 -1.07
2025-08-01 13F Financial Counselors Inc 0 -100.00 0
2025-07-31 13F/A Avion Wealth 9 -57.14 0
2025-07-25 NP CZMVX - Multi-Manager Value Strategies Fund Institutional Class 40,740 -13.97 2,324 -20.28
2025-07-09 13F Reinhart Partners, Inc. 1,752,270 -0.23 95,272 -8.34
2025-08-14 13F Knightsbridge Asset Management, Llc 51,349 -0.57 2,792 -8.67
2025-06-26 NP Dfa Investment Trust Co - The U.s. Large Cap Value Series 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 564,201 -12.38 30,918 -25.83
2025-05-09 13F R Squared Ltd 0 -100.00 0
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 33,396 -15.01 1,816 -21.94
2025-06-23 NP IYC - iShares U.S. Consumer Services 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 22,764 -17.60 1,247 -30.26
2025-07-17 13F Janney Montgomery Scott LLC 22,498 -26.89 1 0.00
2025-08-19 13F National Asset Management, Inc. 0 -100.00 0
2025-09-04 13F/A Advisor Group Holdings, Inc. 6,838 -0.36 372 -8.62
2025-07-24 13F Jfs Wealth Advisors, Llc 93 -25.60 5 -28.57
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 6,868 -6.61 373 -14.25
2025-07-24 NP FSRFX - Transportation Portfolio 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 99,436 -3.59 5,672 -10.66
2025-05-29 NP CUSUX - Six Circles U.S. Unconstrained Equity Fund 2,230 -85.13 132 -86.35
2025-08-14 13F Principia Wealth Advisory, LLC 0 -100.00 0
2025-08-12 13F Brandywine Global Investment Management, LLC 116,146 -2.15 6,315 -10.11
2025-06-26 NP FZFLX - Fidelity SAI Small-Mid Cap 500 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 23,236 -14.54 1,273 -27.67
2025-07-08 13F Parallel Advisors, LLC 1,961 -0.46 107 -8.62
2025-07-30 13F Schwartz Investment Counsel Inc 0 -100.00 0
2025-08-14 13F Bayberry Capital Partners LP 425,141 -1.82 23,115 -9.80
2025-08-05 13F State Of Michigan Retirement System 0 -100.00 0
2025-08-14 13F Raymond James Financial Inc 337,933 -5.11 18,373 -12.83
2025-08-13 13F Capula Management Ltd 80,935 -17.63 4,400 -24.33
2025-07-28 13F Applied Fundamental Research, LLC 170,824 -12.04 9,288 -19.19
2025-07-25 NP DEUS - Xtrackers Russell 1000 Comprehensive Factor ETF 595 -9.98 34 -17.50
2025-05-14 13F Keeley-Teton Advisors, LLC 89,028 -8.06 5,269 -15.05
2025-07-16 13F Highline Wealth Partners Llc 0 -100.00 0
2025-06-26 NP DFUV - Dimensional US Marketwide Value ETF 136,428 -18.21 7,476 -30.76
2025-08-13 13F Invesco Ltd. 180,212 -3.66 9,798 -11.49
2025-08-04 13F Spire Wealth Management 243 -9.33 13 -13.33
2025-08-26 NP TLSTX - Stock Index Fund 1,022 -31.32 56 -37.50
2025-08-08 13F Mitsubishi UFJ Trust & Banking Corp 44,268 -6.19 2,407 -13.83
2025-08-06 13F True Wealth Design, LLC 25 -3.85 1 0.00
2025-08-26 NP TRMNX - T. Rowe Price Mid-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 5,820 -0.39 316 -8.41
2025-08-08 13F Principal Financial Group Inc 4,787 -16.12 260 -22.85
2025-08-25 NP MML Series Investment Fund II - MML Equity Fund Initial Class 16,700 -1.76 908 -9.84
2025-08-27 NP VBINX - Vanguard Balanced 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 63,519 -2.81 3,454 -10.71
2025-07-29 13F Private Wealth Management Group, LLC 40 -38.46 2 -33.33
2025-08-13 13F Ostrum Asset Management 417 -3.02 23 -12.00
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