WSR / Whitestone REIT - Kepemilikan Institusional - Penjual

Whitestone REIT
US ˙ NYSE ˙ US9660842041

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 Kennedy Capital Management, Inc. 223,762 -13.70 2,793 -26.08
2025-06-25 NP DISSX - BNY Mellon Smallcap Stock Index Fund Investor Shares 30,634 -12.60 399 -14.93
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 27,021 -7.45 333 -16.37
2025-08-28 NP IWC - iShares Micro-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 101,373 -8.31 1,265 -21.43
2025-08-25 NP TMVAX - RBC Microcap Value Fund A Shares 46,390 -24.83 579 -35.71
2025-08-14 13F State Street Corp 1,867,635 -1.47 23,308 -15.60
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 21,929 -4.03 274 -17.77
2025-08-07 13F Campbell & CO Investment Adviser LLC 0 -100.00 0
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 198,250 -2.57 2,474 -16.53
2025-08-08 13F Geode Capital Management, Llc 1,179,150 -3.35 14,718 -17.21
2025-08-27 NP VTMSX - Vanguard Tax-Managed Small-Cap 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 345,025 -2.26 4,306 -16.29
2025-07-28 NP URTY - ProShares UltraPro Russell2000 3,622 -28.49 45 -35.29
2025-08-13 13F ExodusPoint Capital Management, LP 61,373 -13.91 1 -100.00
2025-08-07 13F Meeder Asset Management Inc 0 -100.00 0
2025-08-13 13F MetLife Investment Management, LLC 29,720 -6.37 371 -19.91
2025-07-28 NP UWM - ProShares Ultra Russell2000 4,942 -18.73 61 -26.83
2025-08-14 13F Boothbay Fund Management, Llc 0 -100.00 0
2025-07-28 NP SAA - ProShares Ultra SmallCap600 774 -15.59 10 -25.00
2025-07-17 13F Sound Income Strategies, LLC 650 -38.97 8 -46.67
2025-08-13 13F Invesco Ltd. 340,310 -3.57 4,247 -17.39
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 85,117 -16.65 1,110 -18.93
2025-05-08 13F Menard Financial Group 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 399,864 -14.12 4,990 -26.43
2025-06-26 NP USMIX - Extended Market Index Fund 5,185 -4.76 68 -6.94
2025-08-13 13F Colony Capital, Inc. 333,373 -12.06 4,160 -6.68
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 12 -7.69 0
2025-08-12 13F Dimensional Fund Advisors Lp 592,151 -6.41 7,390 -19.83
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 2,826 -1.26 37 -5.26
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 6,550 -4.41 82 -18.18
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 12,080 -6.53 151 15.38
2025-08-06 13F First Eagle Investment Management, LLC 811,040 -26.17 10,122 -36.76
2025-08-22 NP FISVX - Fidelity Small Cap Value 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 50,619 -7.16 632 -20.53
2025-07-11 13F/A Umb Bank N A/mo 56 -78.54 1 -100.00
2025-07-29 NP VIOV - Vanguard S&P Small-Cap 600 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 45,093 -2.24 556 -11.62
2025-07-24 13F Us Bancorp \de\ 6,935 -10.23 87 -23.21
2025-08-14 13F Engineers Gate Manager LP 0 -100.00 0
2025-08-12 13F BlackRock, Inc. 7,768,563 -6.26 96,952 -19.71
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 24,726 -15.93 309 -28.04
2025-05-14 13F First Trust Advisors Lp 0 -100.00 0
2025-07-23 13F Louisiana State Employees Retirement System 20,900 -0.48 261 -14.75
2025-08-13 13F Loomis Sayles & Co L P 0 -100.00 0
2025-08-28 NP SLYV - SPDR(R) S & P 600 Small Cap Value 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 133,529 -4.30 1,666 -18.05
2025-08-27 NP VITNX - Vanguard Institutional Total Stock Market 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 24,083 -14.34 301 -26.65
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Real Estate Securities 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 177,380 -16.89 2,313 -19.13
2025-08-14 13F Smartleaf Asset Management LLC 768 -37.56 10 -47.06
2025-08-12 13F Hillsdale Investment Management Inc. 0 -100.00 0
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 7,493 -5.90 94 -19.83
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 12,915 -18.34 159 -26.05
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 2,678,029 -4.51 33,422 -18.21
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 6,907 -6.66 86 -19.63
2025-06-26 NP FSRNX - Fidelity Real Estate 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 78,557 -10.21 1,024 -12.63
2025-05-13 13F Franklin Resources Inc 0 -100.00 0
2025-08-06 13F Resona Asset Management Co.,Ltd. 17,852 -7.66 224 -20.36
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 55,242 -4.24 689 -17.98
2025-08-14 13F California State Teachers Retirement System 39,467 -2.06 493 -16.18
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 16,162 -8.58 202 -21.79
2025-08-14 13F Graham Capital Management, L.P. 0 -100.00 0
2025-04-23 13F Horizon Bancorp Inc /in/ 0 -100.00 0
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 12,800 -15.12 160 -27.40
2025-08-26 NP IJS - iShares S&P Small-Cap 600 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 214,070 -5.62 2,672 -19.16
2025-07-15 13F Fifth Third Bancorp 74 -73.57 1 -100.00
2025-08-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 25,003 -26.86 312 -37.35
2025-08-14 13F Cibc World Markets Corp 0 -100.00 0
2025-07-22 13F Gf Fund Management Co. Ltd. 778 -4.54 10 -18.18
2025-08-06 13F True Wealth Design, LLC 16 -40.74 0
2025-07-21 13F Copeland Capital Management, LLC 2,794 -32.30 35 -43.33
2025-07-09 13F Massmutual Trust Co Fsb/adv 920 -22.30 11 -35.29
2025-08-13 13F Amundi 0 -100.00 0
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 48 -11.11 1
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 20,304 -10.47 253 -23.33
2025-08-26 NP FRI - First Trust S&P REIT Index 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 5,881 -1.47 73 -15.12
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 1,778 -12.46 22 -24.14
2025-06-27 NP FESRX - First Eagle Small Cap Opportunity Fund Class R6 930,466 -3.33 12,133 -5.92
2025-08-14 13F Citadel Advisors Llc Put 0 -100.00 0
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 8,548 -11.21 107 -24.29
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 20,639 -5.02 269 -7.56
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 376,207 -4.74 4,695 -18.39
2025-08-11 13F EntryPoint Capital, LLC 11,203 -3.17 140 -17.26
2025-08-14 13F Susquehanna International Group, Llp 56,125 -9.36 700 -22.39
2025-08-08 13F Principal Financial Group Inc 247,104 -3.66 3,084 -17.48
2025-08-13 13F Northern Trust Corp 541,196 -9.02 6,754 -22.07
2025-08-12 13F Jpmorgan Chase & Co 227,882 -8.65 2,844 -21.77
2025-08-14 13F Mariner, LLC 16,018 -23.84 200 -34.97
2025-05-02 13F Signaturefd, Llc 0 -100.00 0
2025-07-08 13F Parallel Advisors, LLC 0 -100.00 0
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 6,952 -45.45 87 -53.51
2025-08-11 13F Vanguard Group Inc 5,217,963 -0.91 65,120 -15.12
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 210,017 -2.29 2,587 -11.62
2025-08-27 NP VANGUARD VARIABLE INSURANCE FUNDS - Real Estate Index Portfolio 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 32,461 -0.23 405 -14.56
2025-05-12 13F Connor, Clark & Lunn Investment Management Ltd. 0 -100.00 0
2025-08-14 13F Quarry LP 0 -100.00 0
2025-08-13 13F Jump Financial, LLC 0 -100.00 0
2025-08-12 13F Coldstream Capital Management Inc 0 -100.00 0
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 32,904 -4.85 405 -14.01
2025-07-25 NP NMSAX - Columbia Small Cap Index Fund Class A 84,942 -5.53 1,046 -14.54
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 3,512 -6.27 44 -20.37
2025-08-12 13F Charles Schwab Investment Management Inc 422,118 -1.75 5,268 -15.85
2025-08-14 13F Bank Of America Corp /de/ 113,257 -31.23 1,413 -41.10
2025-07-10 13F Longboard Asset Management, LP 0 -100.00 0
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 13,897 -9.42 173 -22.42
2025-08-11 13F GW&K Investment Management, LLC 615,083 -0.62 8 -22.22
2025-08-08 13F Pnc Financial Services Group, Inc. 3,787 -14.28 47 -26.56
2025-08-11 13F Rothschild Investment Llc 90 -35.71 1 -50.00
2025-08-26 NP NOSGX - Northern Small Cap Value Fund 42,749 -14.40 534 -26.69
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 15,626 -0.76 195 -14.85
2025-08-07 13F Los Angeles Capital Management Llc 0 -100.00 0
2025-08-12 13F Journey Strategic Wealth Llc 10,386 -9.79 130 -22.75
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 113,869 -3.93 1,421 -17.67
2025-08-19 13F State of Wyoming 0 -100.00 0
2025-08-25 13F/A Neuberger Berman Group LLC 15,835 -2.86 197 -16.88
2025-08-26 NP NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 11,361 -5.55 142 -19.43
2025-08-14 13F/A Skopos Labs, Inc. 361 -23.84 4 -33.33
2025-08-12 13F Corebridge Financial, Inc. 0 -100.00 0
2025-04-21 13F Dunhill Financial, LLC 0 -100.00 0
2025-08-13 13F Third Avenue Management Llc 0 -100.00 0
2025-08-26 NP Texas Capital Funds Trust - Texas Capital Texas Small Cap Equity Index ETF 8,252 -19.39 103 -31.54
2025-05-02 13F Cornercap Investment Counsel Inc 0 -100.00 0
2025-05-30 NP SLLAX - SIMT Small Cap Fund Class F 4,790 -23.24 70 -21.59
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 11,318 -3.09 139 -12.58
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 2,497 -4.55 31 -14.29
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 158 -11.73 2 -50.00
2025-08-15 13F State of Tennessee, Treasury Department 19,948 -11.66 249 -24.62
2025-08-26 NP NGREX - Northern Global Real Estate Index Fund 16,407 -35.55 205 -44.86
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 507 -29.78 7 -33.33
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 20,481 -29.04 256 -39.29
2025-06-23 NP PSSMX - SmallCap S&P 600 Index Fund R-3 43,287 -5.23 564 -7.84
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 1,200,154 -9.03 14,978 -22.08
2025-08-14 13F One68 Global Capital, LLC 0 -100.00 0
2025-07-11 13F Farther Finance Advisors, LLC 227 -38.15 3 -60.00
2025-07-25 13F Yousif Capital Management, Llc 16,914 -0.45 211 -14.57
2025-08-13 13F State Board Of Administration Of Florida Retirement System 80,349 -28.49 1,003 -38.79
2025-08-11 13F Citigroup Inc 52,283 -36.00 652 -45.21
2025-06-26 NP FSSNX - Fidelity Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 503,231 -1.15 6,562 -3.80
2025-06-30 NP VGSIX - Vanguard Real Estate 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 1,616,791 -1.43 21,083 -4.08
2025-08-21 NP LUSIX - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 6,522 -3.51 81 -17.35
2025-07-22 13F Gsa Capital Partners Llp 0 -100.00 0
2025-08-25 NP MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 5,799 -10.65 72 -23.40
2025-07-07 13F Versant Capital Management, Inc 318 -51.08 4 -66.67
2025-05-22 NP ROSC - Hartford Multifactor Small Cap ETF 1,976 -68.39 29 -68.18
2025-08-13 13F Quadrant Capital Group Llc 0 -100.00 0
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 59,158 -0.34 738 -14.58
2025-08-08 13F SG Americas Securities, LLC 0 -100.00 0
2025-07-31 13F Nisa Investment Advisors, Llc 33,521 -8.04 418 -21.28
2025-08-14 13F Point72 (DIFC) Ltd 0 -100.00 0
2025-05-15 13F Schonfeld Strategic Advisors LLC 0 -100.00 0
2025-08-26 NP AFMCX - Acuitas US Microcap Fund Institutional Shares 18,389 -0.88 229 -15.19
2025-08-08 13F Intech Investment Management Llc 27,308 -5.99 341 -19.62
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 15,700 -16.93 196 -29.09
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 843 -2.66 10 -9.09
2025-08-14 13F Evergreen Capital Management Llc 0 -100.00 0
2025-08-14 13F Ameriprise Financial Inc 238,123 -16.49 2,972 -28.48
2025-07-31 13F Sumitomo Mitsui Trust Holdings, Inc. 45,639 -3.39 570 -17.30
2025-08-26 NP Profunds - Profund Vp Small-cap 103 -8.04 1 0.00
2025-04-28 13F Teacher Retirement System Of Texas 0 -100.00 0
2025-06-23 NP SVPIX - Small-cap Value Profund Investor Class 85 -9.57 1 0.00
2025-08-13 NP FLSPX - SPECTRUM FUND Retail Class 0 -100.00 0 -100.00
2025-07-28 NP QVMS - Invesco S&P SmallCap 600 QVM Multi-factor 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 6,347 -11.92 78 -20.41
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 896 -22.96 11 -31.25
2025-08-07 13F ProShare Advisors LLC 10,069 -13.10 126 -25.60
2025-07-31 13F Moloney Securities Asset Management, LLC 0 -100.00 0
2025-08-13 13F Marshall Wace, Llp 28,097 -74.49 351 -78.18
2025-08-08 13F Creative Planning 11,540 -12.77 144 -25.00
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 106 -9.40 1 0.00
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 11,698 -19.01 144 -26.53
2025-05-06 13F Proficio Capital Partners LLC 0 -100.00 0 -100.00
2025-08-12 13F Legal & General Group Plc 117,105 -0.69 1,461 -14.96
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 151,385 -1.15 1,865 -10.55
2025-08-12 13F HGI Capital Management, LLC 0 -100.00 0
2025-08-14 13F Millennium Management Llc 135,885 -35.97 1,696 -45.18
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 230 -8.00 3 -33.33
2025-05-05 13F Foundry Partners, LLC 557,312 -0.17 8,120 2.65
2025-08-12 13F Entropy Technologies, LP 0 -100.00 0
2025-08-12 13F Deutsche Bank Ag\ 26,892 -7.77 336 -20.99
2025-08-15 13F Morgan Stanley 802,752 -2.55 10,018 -16.53
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 9,930 -9.70 124 -23.12
2025-08-14 13F Ausdal Financial Partners, Inc. 0 -100.00 0
2025-08-12 13F MAI Capital Management 326 -58.21 4 -63.64
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 63 -7.35 1
2025-05-06 13F Venturi Wealth Management, LLC 0 -100.00 0
2025-08-13 13F Garner Asset Management Corp 39,904 -6.10 498 -19.55
2025-08-14 13F Verition Fund Management LLC 15,400 -58.06 192 -64.11
2025-05-13 13F Fox Run Management, L.l.c. 0 -100.00 0 -100.00
2025-08-14 13F Goldman Sachs Group Inc 328,787 -22.93 4,103 -33.99
2025-06-24 NP TNXAX - 1290 DoubleLine Dynamic Allocation Fund Class A 1,721 -14.42 22 -15.38
2025-08-14 13F Manufacturers Life Insurance Company, The 16,273 -6.21 203 -19.44
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 28,441 -1.59 355 -15.91
2025-06-26 NP CRSSX - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 17,893 -2.07 233 -4.51
2025-08-13 13F PharVision Advisers, LLC 0 -100.00 0
2025-08-11 13F New Age Alpha Advisors, LLC 0 -100.00 0
2025-06-24 NP JPSE - JPMorgan Diversified Return U.S. Small Cap Equity ETF 47,430 -14.44 618 -16.71
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 4,074 -5.32 51 -19.35
2025-08-08 13F Bailard, Inc. 0 -100.00 0
2025-05-15 13F Cambria Investment Management, L.P. 0 -100.00 0 -100.00
2025-07-31 13F Asset Management One Co., Ltd. 61,188 -4.80 764 -18.48
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 247,089 -0.16 3,044 -9.67
2025-08-05 13F Bank of New York Mellon Corp 449,314 -2.10 5,607 -16.15
2025-05-08 13F LGT Financial Advisors LLC 0 -100.00 0
2025-07-29 NP SLPAX - Siit Small Cap Fund - Class A 4,270 -18.20 53 -26.76
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