WSBC / WesBanco, Inc. - Kepemilikan Institusional - Penjual

WesBanco, Inc.
US ˙ NasdaqGS ˙ US9508101014

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
(%)
2025-08-13 13F Mackenzie Financial Corp 0 -100.00 0
2025-08-14 13F EJF Capital LLC 131,537 -30.90 4,161 -29.41
2025-07-16 13F Signaturefd, Llc 4,503 -5.52 142 -3.40
2025-08-14 13F Evergreen Capital Management Llc 17,874 -2.00 572 0.00
2025-07-25 13F Hemington Wealth Management 79 -48.37 0
2025-06-25 NP GSATX - Goldman Sachs Small Cap Value Insights Fund Class A 117,486 -0.22 3,499 -15.20
2025-08-11 13F Principal Securities, Inc. 1,878 -9.67 59 -11.94
2025-03-11 13F/A Elequin Capital Lp 0 -100.00 0
2025-08-14 13F Two Sigma Advisers, Lp 56,880 -43.22 1,799 -41.99
2025-05-15 13F Cubist Systematic Strategies, LLC 0 -100.00 0
2025-08-01 13F Peregrine Capital Management Llc 174,915 -3.24 5,533 -1.14
2025-08-14 13F Comerica Bank 6,996 -3.17 221 -0.90
2025-08-12 13F Brandywine Global Investment Management, LLC 39,933 -3.62 1,263 -1.48
2025-05-14 13F Zacks Investment Management 0 -100.00 0
2025-07-23 13F Klp Kapitalforvaltning As 20,363 -5.13 650 -2.99
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 11,607 -26.07 367 -24.49
2025-08-14 13F Susquehanna Fundamental Investments, Llc 0 -100.00 0
2025-08-26 NP SCRSX - Small Cap Core Portfolio SCB Class 0 -100.00 0 -100.00
2025-08-20 NP ADANX - AQR Diversified Arbitrage Fund Class N 0 -100.00 0 -100.00
2025-08-14 13F Bank Of America Corp /de/ 1,766,662 -2.73 55,880 -0.62
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 482,144 -26.82 15,250 -25.24
2025-08-15 13F Resources Management Corp /ct/ /adv 0 -100.00 0
2025-08-14 13F Two Sigma Investments, Lp 163,268 -35.58 5,164 -34.19
2025-08-12 13F Elo Mutual Pension Insurance Co 0 -100.00 0
2025-08-26 NP PSOPX - JPMorgan Small Cap Value Fund Class I 101,735 -1.29 3,218 0.85
2025-07-31 13F Oppenheimer Asset Management Inc. 61,261 -2.43 1,938 -0.31
2025-07-15 13F Public Employees Retirement System Of Ohio 1,640 -7.45 52 -5.56
2025-08-14 13F Voya Investment Management Llc 25,659 -25.59 812 -23.99
2025-08-11 13F Royce & Associates Lp 90,051 -0.59 2,848 1.57
2025-05-29 NP RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P 0 -100.00 0 -100.00
2025-03-25 NP TASVX - PGIM QMA SMALL-CAP VALUE FUND Class Z 25,448 -52.12 892 -46.68
2025-05-29 NP RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity Short -1 -99.99 -0 -100.00
2025-08-13 13F Centiva Capital, LP 8,523 -45.75 270 -44.65
2025-08-14 13F Stifel Financial Corp 52,860 -9.42 1,672 -7.48
2025-07-22 13F DAVENPORT & Co LLC 17,488 -2.24 553 0.00
2025-05-29 NP CSA - VictoryShares US Small Cap Volatility Wtd ETF 1,575 -33.77 49 -37.66
2025-07-08 13F Northwest & Ethical Investments L.P. 0 -100.00 0 -100.00
2025-05-14 13F Landscape Capital Management, L.l.c. 0 -100.00 0
2025-05-14 13F ExodusPoint Capital Management, LP 0 -100.00 0
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 1,063 -37.29 34 -36.54
2025-07-24 13F Jfs Wealth Advisors, Llc 10 -82.76 0 -100.00
2025-07-18 13F Naples Global Advisors, Llc 10,703 -1.47 342 0.59
2025-08-14 13F/A Barclays Plc 352,699 -7.90 11 0.00
2025-08-12 13F Jpmorgan Chase & Co 683,842 -10.73 21,630 -8.80
2025-08-14 13F Mendon Capital Advisors Corp 25,000 -50.00 791 -48.97
2025-08-14 13F Price T Rowe Associates Inc /md/ 93,883 -0.95 3 0.00
2025-07-25 NP FNDA - Schwab Fundamental U.S. Small Company 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 279,496 -1.74 8,603 -13.76
2025-08-13 13F Quadrant Capital Group Llc 27,958 -0.65 884 1.49
2025-08-12 13F Dimensional Fund Advisors Lp 5,704,550 -1.53 180,436 0.60
2025-08-11 13F Public Employees Retirement Association Of Colorado 0 -100.00 0
2025-08-11 13F EMC Capital Management 2,606 -81.69 0
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 23,869 -0.76 755 1.34
2025-08-26 NP Profunds - Profund Vp Banks 1,385 -7.42 44 -6.52
2025-08-14 13F Scientech Research LLC 0 -100.00 0
2025-08-08 13F Alberta Investment Management Corp 0 -100.00 0
2025-08-14 13F Sunbelt Securities, Inc. 0 -100.00 0
2025-07-14 13F GAMMA Investing LLC 519 -16.02 16 -15.79
2025-07-18 13F Magnolia Private Wealth, LLC 8,247 -0.19 261 1.96
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 127,342 -10.26 4,028 -8.33
2025-08-14 13F Smartleaf Asset Management LLC 225 -74.86 7 -74.07
2025-08-12 13F BlackRock, Inc. 8,149,288 -3.20 257,762 -1.11
2025-08-14 13F Alliancebernstein L.p. 104,876 -84.98 3,317 -84.65
2025-08-14 13F CoreCap Advisors, LLC 10,520 -1.02 333 0.91
2025-08-08 13F Pnc Financial Services Group, Inc. 6,819 -18.54 216 -16.99
2025-08-05 13F Huntington National Bank 20,286 -9.30 642 -7.37
2025-06-18 NP REUYX - Sustainable Equity Fund Class Y Short -3,001 -89
2025-07-30 13F D.a. Davidson & Co. 14,463 -9.59 457 -7.68
2025-08-12 13F Swiss National Bank 182,677 -1.77 5,778 0.36
2025-08-08 13F KBC Group NV 2,716 -41.90 0
2025-07-15 13F Fifth Third Bancorp 4,300 -19.94 136 -18.07
2025-05-22 NP IPSIX - Voya Index Plus SmallCap Portfolio Class I 11,454 -8.38 355 -18.99
2025-08-13 13F QSV Equity Investors LLC 51,512 -0.82 1,629 1.31
2025-08-12 13F Global Retirement Partners, LLC 188 -7.39 6 -16.67
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class 56,700 -5.97 1,793 -3.91
2025-08-14 13F RMB Capital Management, LLC 25,218 -49.56 798 -48.51
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 28,459 -8.96 900 -6.93
2025-08-13 13F Northern Trust Corp 938,812 -10.20 29,695 -8.25
2025-08-27 NP JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 16,275 -6.51 515 -4.46
2025-08-11 13F Inspire Advisors, LLC 0 -100.00 0
2025-08-14 13F Cibc World Markets Corp 11,672 -38.73 369 -37.35
2025-05-15 13F Canada Pension Plan Investment Board 0 -100.00 0 -100.00
2025-08-04 13F Atria Investments Llc 26,881 -7.76 850 -5.76
2025-08-14 13F Citadel Advisors Llc Call 0 -100.00 0
2025-08-11 13F Lsv Asset Management 24,918 -70.78 1 -100.00
2025-08-13 13F Hsbc Holdings Plc 9,184 -83.13 292 -82.74
2025-05-29 NP CSF - VictoryShares US Discovery Enhanced Volatility Wtd ETF 2,005 -24.37 62 -27.91
2025-08-12 13F Hillsdale Investment Management Inc. 0 -100.00 0
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 0 -100.00 0
2025-08-06 13F Wedbush Securities Inc 0 -100.00 0
2025-07-30 13F Siena Capital Partners GP, LLC 0 -100.00 0 -100.00
2025-08-13 13F Continuum Advisory, LLC 0 -100.00 0
2025-08-27 NP RMBKX - RMB Mendon Financial Services Fund Class A 25,000 -50.00 791 -48.97
2025-08-29 NP SKSEX - AMG Managers Skyline Special Equities Fund Class N 48,503 -4.15 1,534 -2.04
2025-08-14 13F Aquatic Capital Management LLC 22,650 -14.18 716 -12.36
2025-05-15 13F PharVision Advisers, LLC 0 -100.00 0
2025-08-26 NP IJSIX - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 4,084 -9.10 129 -7.19
2025-07-18 13F First Pacific Financial 0 -100.00 0
2025-08-14 13F Jane Street Group, Llc 56,741 -57.48 1,795 -56.56
2025-05-05 13F PCA Investment Advisory Services Inc. 0 -100.00 0
2025-08-04 13F Spire Wealth Management 22 -99.84 1 -100.00
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 6,946 -0.09 207 -15.23
2025-08-08 13F Bailard, Inc. 12,659 -27.42 400 -25.93
2025-08-14 13F Fmr Llc 1,118,983 -2.17 35,393 -0.05
2025-05-08 13F Profund Advisors Llc 0 -100.00 0
2025-08-05 13F Bank Of Montreal /can/ 20,553 -0.27 650 1.88
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 1,094 -28.73 35 -27.66
2025-07-25 13F JustInvest LLC 8,136 -4.17 257 -1.91
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 76,118 -1.81 2,408 0.33
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 17,499 -74.93 553 -74.40
2025-08-11 13F GW&K Investment Management, LLC 54,794 -3.63 2 0.00
2025-08-12 13F Dynamic Technology Lab Private Ltd 0 -100.00 0
2025-08-14 13F Susquehanna International Group, Llp Call 29,900 -7.14 946 -5.12
2025-08-20 NP HWVIX - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 93,648 -1.93 2,962 0.20
2025-08-14 13F Wellington Management Group Llp 2,399,263 -2.33 75,889 -0.21
2025-08-07 13F Hennion & Walsh Asset Management, Inc. 19,741 -27.17 624 -25.63
2025-08-13 13F 1492 Capital Management LLC 61,889 -2.87 1,958 -0.76
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 4,663 -13.21 147 -11.45
2025-08-12 13F Charles Schwab Investment Management Inc 1,102,718 -0.72 34,879 1.42
2025-06-24 NP JPSE - JPMorgan Diversified Return U.S. Small Cap Equity ETF 20,811 -1.11 620 -16.01
2025-07-31 13F State of New Jersey Common Pension Fund D 61,692 -11.00 1,951 -9.09
2025-08-06 13F Savant Capital, LLC 12,604 -11.20 399 -9.34
2025-05-15 13F Man Group plc 0 -100.00 0
2025-08-14 13F Susquehanna International Group, Llp 225,345 -14.73 7,128 -12.88
2025-05-14 13F Walleye Capital LLC 0 -100.00 0
2025-08-14 13F Wells Fargo & Company/mn 455,415 -2.51 14,405 -0.40
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 40 -95.92 1 -97.06
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 2,337,586 -0.34 73,938 1.82
2025-08-13 13F Arrowstreet Capital, Limited Partnership 163,517 -7.73 5,172 -5.72
2025-07-29 NP ISMD - Inspire Small/Mid Cap Impact ETF 11,421 -2.09 352 -14.18
2025-07-17 13F Janney Montgomery Scott LLC 9,092 -38.33 0
2025-08-26 NP TLSTX - Stock Index Fund 517 -61.50 16 -60.98
2025-08-14 13F Optiver Holding B.V. 634 -4.08 20 0.00
2025-07-09 13F Harbor Capital Advisors, Inc. 481 -11.09 0
2025-08-14 13F Engineers Gate Manager LP 0 -100.00 0
2025-05-05 13F Denali Advisors Llc 0 -100.00 0
2025-03-28 NP HAPS - Harbor Corporate Culture Small Cap ETF 15,724 -9.51 551 0.73
2025-08-07 13F Parkside Financial Bank & Trust 15 -67.39 0 -100.00
2025-08-15 NP Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund 54,270 -43.25 1,717 -29.90
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 36,452 -1.99 1,153 0.09
2025-06-27 NP AVFIX - American Beacon Small Cap Value Fund Institutional Class 26,580 -6.67 792 -20.66
2025-08-14 13F Two Sigma Securities, Llc 6,628 -13.09 210 -11.44
2025-08-12 13F American Century Companies Inc 243,517 -58.63 7,702 -57.74
2025-07-25 13F Stephens Consulting, LLC 0 -100.00 0
2025-08-26 NP POMIX - T. Rowe Price Total Equity Market 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 4,678 -68.39 148 -67.90
2025-06-27 NP PEY - Invesco High Yield Equity Dividend Achievers 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 618,453 -10.58 18,418 -24.00
2025-08-14 13F Goldman Sachs Group Inc 1,038,165 -32.73 32,837 -31.27
2025-07-21 13F 111 Capital 0 -100.00 0
2025-08-11 13F Empowered Funds, LLC 260,366 -14.88 8,235 -13.03
2025-08-14 13F/A Skopos Labs, Inc. 1 -97.30 0 -100.00
2025-08-04 13F Strs Ohio 2,500 -48.98 79 -47.68
2025-08-25 NP TMVAX - RBC Microcap Value Fund A Shares 5,719 -66.40 181 -65.78
2025-07-24 NP FIDSX - Financial Services 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 194,500 -7.69 5,987 -18.99
2025-08-12 13F XTX Topco Ltd 0 -100.00 0
2025-06-25 NP FAB - First Trust Multi Cap Value 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 939 -69.31 28 -74.77
2025-08-29 NP BSVO - EA Bridgeway Omni Small-Cap Value ETF 260,002 -15.00 8,224 -13.16
2025-08-15 13F Captrust Financial Advisors 14,498 -3.71 459 -1.72
2025-08-12 13F Deutsche Bank Ag\ 65,212 -7.70 2,063 -5.72
2025-08-28 NP AXVNX - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 1,604 -58.78 51 -58.33
2025-08-29 NP DTD - WisdomTree U.S. Total Dividend Fund N/A 10,435 -0.86 330 1.54
2025-08-14 13F Citadel Advisors Llc Put 0 -100.00 0
2025-08-15 13F Earnest Partners Llc 1,842,251 -0.92 58,270 1.22
2025-08-26 NP BOSVX - Omni Small-Cap Value Fund Class N 198,240 -15.01 6,270 -13.17
2025-07-15 13F MCF Advisors LLC 127,798 -25.24 4,090 -23.66
2025-07-10 13F Global Financial Private Client, LLC 0 -100.00 0
2025-07-14 13F Farmers Trust Co 0 -100.00 0 -100.00
2025-07-24 NP FSRBX - Banking 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 292,400 -14.23 9,000 -24.72
2025-08-26 NP JSCSX - JPMorgan U.S. Small Company Fund Class I 23,098 -11.00 731 -9.09
2025-08-14 13F Qube Research & Technologies Ltd 0 -100.00 0
2025-08-06 13F Commonwealth Equity Services, Llc 20,857 -33.10 1
2025-05-15 13F Tudor Investment Corp Et Al 0 -100.00 0
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 6,798 -12.11 215 -10.04
2025-07-17 13F DiNuzzo Private Wealth, Inc. 22,814 -0.33 722 1.84
2025-08-14 13F Polymer Capital Management (US) LLC 0 -100.00 0
2025-07-14 13F Opal Wealth Advisors, LLC 1,009 -7.43 32 -6.06
2025-08-27 13F/A Squarepoint Ops LLC 24,871 -60.40 787 -59.57
2025-08-11 13F Citigroup Inc 142,398 -28.72 4,504 -27.18
2025-08-12 13F Picton Mahoney Asset Management 0 -100.00 0
2025-08-14 13F Hrt Financial Lp 0 -100.00 0
2025-08-13 13F Baird Financial Group, Inc. 54,307 -14.33 1,718 -12.49
2025-08-12 13F Founders Financial Alliance, LLC 0 -100.00 0
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 47,796 -0.65 1,512 1.48
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 38,834 -16.67 1,228 -14.84
2025-07-31 13F Caitong International Asset Management Co., Ltd 0 -100.00 0
2025-08-29 NP DGRS - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 155,832 -2.06 4,929 0.04
2025-08-12 13F Coldstream Capital Management Inc 0 -100.00 0
2025-08-26 NP NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 16,257 -5.54 514 -3.38
2025-08-12 13F O'shaughnessy Asset Management, Llc 0 -100.00 0
2025-08-14 13F D. E. Shaw & Co., Inc. 0 -100.00 0
2025-08-25 NP SQLV - Legg Mason Small-Cap Quality Value ETF 1,477 -26.63 47 -25.81
2025-08-12 13F Corebridge Financial, Inc. 0 -100.00 0
2025-08-26 NP SBHVX - Segall Bryant & Hamill Small Cap Value Fund Institutional Class 203,264 -3.89 6,429 -1.80
2025-08-07 13F ProShare Advisors LLC 212,679 -9.71 6,727 -7.75
2025-08-14 13F Quarry LP 1,009 -30.12 32 -29.55
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 1,137 -5.41 36 -5.41
2025-07-29 13F Stratos Wealth Partners, LTD. 0 -100.00 0
2025-05-05 13F Transce3nd, LLC 0 -100.00 0
2025-08-12 13F Clear Street Markets Llc 0 -100.00 0
2025-08-28 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 793,772 -0.02 25,107 2.15
2025-07-30 13F Bogart Wealth, LLC 0 -100.00 0
2025-08-12 13F Bokf, Na 0 -100.00 0
2025-05-15 13F Gwn Securities Inc. 0 -100.00 0
2025-08-28 NP CUSRX - Cullen Small Cap Value Fund Retail Class 13,648 -8.40 432 -6.51
2025-05-15 13F Voloridge Investment Management, Llc 0 -100.00 0
2025-08-14 13F FJ Capital Management LLC 75,085 -83.13 2,375 -82.77
2025-08-28 NP TPMN - Timothy Plan Market Neutral Etf 2,511 -3.76 79 -1.25
2025-06-23 NP BKPIX - Banks Ultrasector Profund Investor Class 2,352 -46.69 70 -54.55
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 1,420,743 -3.21 44,938 -1.11
2025-05-13 13F Norges Bank 0 -100.00 0 -100.00
2025-08-13 13F Marshall Wace, Llp 0 -100.00 0
2025-06-25 NP FYX - First Trust Small 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 33,139 -40.48 987 -49.46
2025-08-11 13F Hexagon Capital Partners LLC 0 -100.00 0
2025-08-12 13F MAI Capital Management 4,997 -6.74 158 -4.24
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 2,226,803 -1.77 70,434 0.35
2025-06-25 NP FYT - First Trust Small Cap Value 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 5,094 -74.22 152 -78.18
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 0 -100.00 0 -100.00
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 54,597 -51.41 1,680 -57.36
2025-07-07 13F Versant Capital Management, Inc 574 -1.71 18 0.00
2025-07-28 13F Axxcess Wealth Management, Llc 11,873 -0.29 376 1.90
2025-05-14 13F Quest Partners LLC 0 -100.00 0
2025-07-23 13F Shell Asset Management Co 608 -23.81 0
2025-05-06 13F Proficio Capital Partners LLC 0 -100.00 0 -100.00
2025-08-13 13F Bridge City Capital, LLC 97,591 -1.40 3,087 0.72
2025-08-08 13F Creative Planning 93,481 -4.81 2,957 -2.76
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