08T - Tourmaline Oil Corp. Aktier - Aktiekurs, institutionellt ägande, aktieägare (DB)

Tourmaline Oil Corp.
DE ˙ DB ˙ CA89156V1067
43,35 € ↓ −0,48 (−1,10%)
2026-03-20
DELAT PRIS
Grundläggande statistik
Institutionella ägare 161 total, 159 long only, 2 short only, 0 long/short - change of −64,22% MRQ
Aktiepris 43,35
Genomsnittlig portföljallokering 0.2664 % - change of −6,59% MRQ
Utestående aktier shares (source: Capital IQ)
Institutionella aktier (lång) 39 665 499 - 10,24% (ex 13D/G) - change of −66,23MM shares −62,54% MRQ
Institutionellt värde (lång) $ 1 499 124 USD ($1000)
Institutionellt ägande och aktieägare

Tourmaline Oil Corp. (DE:08T) har 161 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 39,770,115 aktier. Största aktieägare inkluderar AMECX - INCOME FUND OF AMERICA Class A, VGTSX - Vanguard Total International Stock Index Fund Investor Shares, NYVTX - Davis New York Venture Fund Class A, Dfa Investment Trust Co - The Dfa International Value Series, DFIV - Dimensional International Value ETF, BBCA - JPMorgan BetaBuilders Canada ETF, DFIEX - International Core Equity Portfolio - Institutional Class, FSCJX - Fidelity SAI Canada Equity Index Fund, FGSAX - Federated MDT Mid Cap Growth Fund Class A Shares, and VEU - Vanguard FTSE All-World ex-US Index Fund ETF Shares .

Tourmaline Oil Corp. (DB:08T) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.

The share price as of March 20, 2026 is 43,35 / share. Previously, on March 21, 2025, the share price was 43,36 / share. This represents a decline of 0,02% over that period.

DE:08T / Tourmaline Oil Corp. Institutional Ownership
Fondsentimentets poäng

Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.

Uppdateringsfrekvens: Dagligen

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13F- och NPORT-arkiveringar

Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)		 Aktier Δ Aktier
(%)		 Rapporterat
värde
(1000 USD)		 Δ Värde
(%)		 Portföljallokering
(%)
2025-09-26 NP DILAX - Davis International Fund Class A 136 130 0,00 5 794 −3,66
2025-09-24 NP PPSFX - LargeCap Value Fund III R-3 1 684 26,71 26 47,06
2025-09-25 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 48 332 740
2025-09-26 NP DGFAX - Davis Global Fund Class A 538 320 0,00 22 910 −3,66
2025-09-24 NP TRDFX - Steward Small-Mid Cap Enhanced Index Fund Class A 7 169 0,00 110 14,74
2025-09-25 NP DFIC - Dimensional International Core Equity 2 ETF 324 594 2,39 13 845 −0,94
2025-09-25 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 462 −1,91 7 16,67
2025-09-25 NP BBCA - JPMorgan BetaBuilders Canada ETF 1 225 826 −1,90 52 170 −5,49
2025-09-23 NP KTRAX - DWS Global Income Builder Fund Class A 0 −100,00 0 −100,00
2025-09-26 NP FTIHX - Fidelity Total International 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 166 046 5,32 7 067 1,46
2025-09-24 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 34 065 8,35 522 −19,47
2025-09-26 NP ETISX - E*TRADE No Fee International Index Fund 396 116,39 17 100,00
2025-09-26 NP Templeton Global Income Fund Short −1 750 −74
2025-09-25 NP DCOR - Dimensional US Core Equity 1 ETF 9 380 205,94 144 126,98
2025-09-24 NP BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 331 860 14 124
2025-09-26 NP FSGEX - Fidelity Series Global ex U.S. 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 655 535 0,72 27 899 −2,97
2025-09-25 NP VIHAX - Vanguard International High Dividend Yield 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 285 407 13,88 12 147 9,72
2025-09-25 NP GUNR - FlexShares Morningstar Global Upstream Natural Resources 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 339 984 −0,27 14 501 −3,51
2025-09-25 NP DFIEX - International Core 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 1 203 339 −2,31 51 213 −5,88
2025-09-24 NP SWMIX - Laudus International MarketMasters Fund Select Shares 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 6 968 −3,03 297 −6,62
2025-09-25 NP TLTD - FlexShares Morningstar Developed Markets ex-US 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 6 368 6,99 272 3,44
2025-09-29 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 606 1,34 9 28,57
2025-09-26 NP NYVTX - Davis New York Venture Fund Class A 3 185 980 0,00 135 593 −3,66
2025-09-26 NP OWSMX - Old Westbury Small & Mid Cap Strategies Fund 3 050 −78,37 47 −92,33
2025-09-26 NP DAACX - Diversified Equity Fund 355 −52,54 5 −66,67
2025-09-29 NP CRLSX - CATHOLIC RESPONSIBLE INVESTMENTS INTERNATIONAL EQUITY FUND Institutional Shares 103 300 3,92 4 406 0,55
2025-09-29 NP SPWO - SP Funds S&P World (ex-US) ETF 1 494 36,69 64 31,25
2025-09-26 NP FTLS - First Trust Long/Short Equity 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 Short −102 866 961,57 −1 576 456,54
2026-02-13 13F Victory Capital Management Inc 276 000 16 993
2025-09-24 NP RECS - Columbia Research Enhanced Core ETF 9 382 144
2025-09-26 NP FHOFX - Fidelity Series Large Cap Growth 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 4 391 −16,20 67 −2,90
2025-09-25 NP DFAT - Dimensional U.S. Targeted Value ETF 453 580 93,55 6 949 123,62
2025-09-25 NP VGTSX - Vanguard Total International Stock 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 5 138 441 3,34 218 688 −0,44
2025-09-25 NP DFALX - Large Cap International 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 198 086 −3,32 8 430 −6,85
2025-09-26 NP NUSC - Nuveen ESG Small-Cap ETF 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 110 701 0,74 1 696 16,33
2025-09-25 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 43 738 0,00 670 15,72
2025-09-26 NP IGPT - Invesco Dynamic Software 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 20 061 −4,84 307 10,04
2025-09-26 NP RAZAX - Multi-Asset Growth Strategy Fund Class A 3 728 0,00 159 −3,66
2025-09-26 NP HAPS - Harbor Corporate Culture Small Cap ETF 28 556 10,09 437 27,41
2025-09-24 NP BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 21 053 7,63 323 24,32
2025-09-24 NP PINRX - Diversified International Fund R-3 109 160 0,00 4 646 −3,67
2025-09-25 NP VT - Vanguard Total World Stock 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 249 425 164,24 10 615 634,09
2025-09-26 NP FIOOX - Fidelity Series Large 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 23 572 12,02 361 29,39
2025-09-24 NP IXUS - iShares Core MSCI Total International Stock 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 506 116 15,11 21 540 10,89
2025-09-24 NP SWTSX - Schwab Total Stock Market Index Fund 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 69 812 0,00 1 070 15,57
2025-09-29 NP GLBL - Pacer MSCI World Industry Advantage ETF 9 0,00 0
2025-09-25 NP DPREX - Delaware Global Listed Real Assets Fund CLASS A 10 533 −14,22 448 −17,34
2025-09-26 NP BKIE - BNY Mellon International Equity ETF 14 687 48,96 626 44,24
2025-09-25 NP DFAX - Dimensional World ex U.S. Core Equity 2 ETF 174 763 2,15 7 454 −1,18
2025-09-25 NP DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity 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 138 658 0,00 5 901 −3,66
2025-09-24 NP SWLVX - Schwab U.S. Large-Cap Value Index Fund 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 2 208 15,06 34 32,00
2025-09-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 169 525,93 3
2025-09-24 NP SWLGX - Schwab U.S. Large-Cap Growth Index Fund 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 9 797 0,00 150 16,28
2025-09-26 NP FSUMX - Fidelity Series Sustainable U.S. Market Fund 462 173,37 7 250,00
2025-09-26 NP TIEIX - TIAA-CREF Equity Index Fund Institutional Class 129 394 0,00 1 982 15,57
2025-09-25 NP DFUS - Dimensional U.S. Equity ETF 7 235 21,19 111 39,24
2025-09-24 NP BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10 846 0,00 166 16,08
2025-09-26 NP PBAIX - Blackrock Tactical Opportunities 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 3 107 0,00 48 14,63
2025-09-24 NP FCOM - Fidelity MSCI Communication Services Index ETF 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 165 310 2 533
2025-09-25 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 33 631 0,00 515 15,73
2025-09-26 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 63 574 −0,89 974 14,47
2025-09-26 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 7 409 −77,61 114 −74,20
2025-09-26 NP GGME - Invesco Dynamic Media 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 11 032 5,61 169 22,46
2025-09-25 NP Dfa Investment Trust Co - The Dfa International 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 1 501 610 23,28 63 907 18,78
2025-09-26 NP SVPIX - Small-cap Value Profund Investor Class 164 −29,31 3 −33,33
2025-09-25 NP CCNR - ALPS | CoreCommodity Natural Resources ETF 29 616 −14,72 1 260 −17,86
2025-09-26 NP RMYAX - Multi-Strategy Income Fund Class A 1 077 0,00 46 −4,26
2025-09-25 NP WMLIX - Wilmington Large-Cap Strategy Fund Class I Shares 1 350 0,00 21 17,65
2025-09-24 NP ACWI - iShares MSCI ACWI 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 88 005 −2,28 3 745 −5,86
2025-09-25 NP JQUA - JPMorgan U.S. Quality Factor ETF 443 410 6,27 6 793 22,79
2025-09-26 NP IENAX - INVESCO Energy Fund Class A 164 372 0,00 6 996 −3,66
2025-09-25 NP JVAL - JPMorgan U.S. Value Factor ETF 63 572 34,53 974 55,43
2025-09-24 NP PSSMX - SmallCap S&P 600 Index Fund R-3 127 268 −6,68 1 950 7,80
2026-02-12 13F Kahn Brothers Group Inc /de/ 26 959 10,45 1 211 15,00
2025-09-26 NP SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 3 271 134,65 139 90,41
2025-09-24 NP FTEC - Fidelity MSCI Information Technology Index ETF 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 0 −100,00 0 −100,00
2025-09-24 NP IQLT - iShares Edge MSCI Intl Quality 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 393 188 −2,36 16 734 −5,94
2025-09-26 NP FITFX - Fidelity Flex International 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 35 178 −4,68 1 497 −8,16
2025-09-26 NP TILIX - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 43 964 0,00 674 15,64
2025-09-26 NP FZIPX - Fidelity ZERO 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 40 276 −4,74 617 10,18
2025-09-25 NP DFAC - Dimensional U.S. Core Equity 2 ETF 51 373 −58,04 787 −68,81
2025-09-25 NP ISCB - iShares Morningstar Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6 193 −13,75 95 −1,05
2025-09-26 NP DRFAX - Davis Research Fund Class A 18 980 0,00 808 −3,70
2025-09-23 NP FNCRX - Franklin Natural Resources Fund Class C 49 300 4,23 2 098 0,43
2025-09-26 NP SGPIX - Small-cap Growth Profund Investor Class 482 0,63 7 16,67
2025-09-25 NP DFIV - Dimensional International Value ETF 1 314 328 19,05 56 060 15,17
2025-09-24 NP PPQMX - MidCap Growth Fund III R-3 482 −44,15 7 −36,36
2025-09-26 NP RTIYX - Multifactor International Equity Fund Class Y 3 433 −12,31 146 −15,12
2025-09-24 NP IYY - iShares Dow Jones U.S. ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5 923 0,92 91 16,88
2025-09-26 NP LSEQ - Harbor Long-Short Equity ETF 0 −100,00 0 −100,00
2025-09-26 NP FSCJX - Fidelity SAI Canada Equity Index Fund 1 175 862 35,65 50 044 30,68
2025-09-26 NP RILA - Indexperts Gorilla Aggressive Growth ETF 1 515 23
2025-09-26 NP DISSX - BNY Mellon Smallcap Stock Index Fund Investor Shares 84 588 −9,97 1 296 4,02
2025-09-26 NP RINYX - International Developed Markets Fund Class Y 33 087 12,00 1 408 7,98
2025-09-25 NP DFSU - Dimensional US Sustainability Core 1 ETF 6 418 0,00 98 15,29
2025-09-29 NP SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF 10 637 −32,85 163 −22,86
2025-09-26 NP DUSA - Davis Select U.S. Equity ETF 279 153 5,28 11 881 1,43
2025-09-26 NP USMIX - Extended Market Index Fund 16 155 −3,22 247 11,76
2025-09-25 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 1 278 0,00 20 18,75
2025-09-29 NP CRSSX - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 54 390 −5,59 833 9,17
2025-09-26 NP PCSGX - PACE Small/Medium Co Growth Equity Investments Class P 77 030 0,00 1 180 15,57
2025-09-24 NP IYW - iShares U.S. Technology 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 214 960 −8,01 3 293 6,29
2025-09-25 NP AMECX - INCOME FUND OF AMERICA Class A 8 796 534 −22,33 374 373 −25,17
2025-09-26 NP FIFNX - Fidelity Founders 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 49 313 0,00 2 099 −3,67
2025-09-24 NP PMPRX - MidCap Value Fund I R-3 1 644 0,00 25 19,05
2025-09-26 NP SUNAMERICA SERIES TRUST - SA Morgan Stanley International Equities Portfolio Class 1 75 242 −4,20 3 202 −7,70
2025-09-29 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 78 859 81,27 1 208 109,72
2025-09-25 NP TIER - T. Rowe Price International Equity Research ETF 240 10
2025-09-26 NP FESRX - First Eagle Small Cap Opportunity Fund Class R6 131 993 2 022
2025-09-25 NP RPGAX - T. Rowe Price Global Allocation Fund, Inc. 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 1 889 119,14 80 77,78
2025-09-26 NP EIPX - FT Energy Income Partners Strategy ETF 60 556 −2,33 2 577 −5,88
2025-09-25 NP DXUV - Dimensional US Vector Equity ETF 7 184 0,00 110 15,79
2025-09-25 NP JNBAX - JPMorgan Income Builder Fund Class A 80 812 −4,79 3 439 −8,27
2025-09-24 NP PPUMX - LargeCap Growth Fund I R-3 2 611 −49,15 40 −41,18
2025-09-25 NP DFAU - Dimensional US Core Equity Market ETF 24 704 5,85 378 22,33
2025-09-26 NP ISCG - iShares Morningstar Small-Cap Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 36 832 −9,89 564 4,25
2025-09-24 NP NBET - Neuberger Berman Carbon Transition & Infrastructure ETF 13 360 3,85 569 0,00
2025-09-25 NP DFAI - Dimensional International Core Equity Market ETF 203 211 8,10 8 668 4,57
2026-01-26 13F Grace & White Inc /ny 397 443 −1,95 17 834 2,06
2025-09-26 NP FLCOX - Fidelity Large 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 28 776 −6,19 441 8,37
2025-09-25 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 23 311 49,95 357 73,30
2025-09-25 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 428 611 34,02 6 566 54,86
2025-09-26 NP DINT - Davis Select International ETF 172 855 −1,82 7 357 −5,41
2025-09-25 NP DFSCX - U.s. Micro 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 349 160 175,39 5 349 218,20
2026-02-06 13F Pnc Financial Services Group, Inc. 1 405 63
2025-09-25 NP DFUV - Dimensional US Marketwide Value ETF 65 327 17,83 1 001 36,05
2025-09-24 NP BLACKROCK FUNDS - iShares Russell Mid-Cap Index 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 25 748 0,00 394 15,54
2025-09-26 NP FSGGX - Fidelity Global ex U.S. 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 155 074 6,18 6 600 2,29
2025-09-24 NP SWMCX - Schwab U.S. Mid-Cap Index Fund 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 23 176 −1,81 355 13,78
2025-09-26 NP FBUF - Fidelity Dynamic Buffered Equity ETF 0 −100,00 0
2025-09-25 NP WINAX - Wilmington International Fund Class A Shares 12 620 111,11 537 103,41
2025-09-26 NP FSMDX - Fidelity Mid 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 480 069 −2,68 7 355 12,43
2025-09-26 NP RGEAX - Global Equity Fund Class A 7 072 −38,17 301 −40,59
2025-09-25 NP DFAS - Dimensional U.S. Small Cap ETF 412 097 0,00 6 313 0,00
2025-09-25 NP VEU - Vanguard FTSE All-World ex-US 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 770 006 5,69 32 771 1,82
2025-09-25 NP Dfa Investment Dimensions Group Inc - Va International 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 56 406 24,53 2 401 20,00
2025-09-26 NP FSPGX - Fidelity Large Cap Growth 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 83 678 −12,07 1 282 1,59
2025-09-26 NP BKSE - BNY Mellon US Small Cap Core Equity ETF 3 808 −32,43 58 −21,62
2025-09-26 NP FXSCX - Fidelity Flex Small Cap Focused Index Fund 56 1
2025-09-26 NP TILVX - TIAA-CREF Large-Cap Value Index Fund Institutional Class 27 079 0,00 415 15,32
2025-09-25 NP DXIV - Dimensional International Vector Equity ETF 3 516 21,24 150 17,32
2025-09-24 NP PSBMX - SmallCap Fund (fka SmallCap Blend Fund) R-3 0 −100,00 0 −100,00
2025-09-24 NP SFNNX - Schwab Fundamental International Large Company Index Fund Institutional Shares 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 43 611 12,75 1 856 8,67
2025-09-24 NP FYC - First Trust Small 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 77 708 25,70 1 190 −6,59
2025-09-29 NP CAFG - Pacer US Small Cap Cash Cows Growth Leaders ETF 4 882 −0,83 75 13,85
2025-09-26 NP FZILX - Fidelity ZERO International 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 68 649 11,06 2 922 7,00
2025-09-24 NP IDEV - iShares Core MSCI International Developed Markets 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 274 557 −0,11 11 685 −3,77
2025-09-26 NP DWLD - Davis Select Worldwide ETF 247 596 0,00 10 537 −3,66
2025-09-29 NP PXF - Invesco FTSE RAFI Developed Markets ex-U.S. 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 28 943 7,90 1 235 4,40
2025-09-24 NP REVS - Columbia Research Enhanced Value ETF 236 4
2025-09-24 NP FXL - First Trust Technology 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 299 688 −48,07 4 591 −40,00
2025-09-24 NP RDLAX - Columbia Disciplined Growth Fund Class A 51 414 788
2025-09-24 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 10 027 65,16 154 22,40
2025-09-25 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 23 135 0,00 354 15,69
2025-09-26 NP USCAX - Small Cap Stock Fund Shares 0 −100,00 0 −100,00
2025-09-25 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 593 920 37,32 9 099 58,67
2025-09-26 NP FLXSX - Fidelity Flex Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 29 329 243,31 449 3 107,14
2025-09-24 NP TOK - iShares MSCI Kokusai 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 1 103 0,00 47 −4,17
2025-09-25 NP DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class 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 91 889 0,00 3 911 −3,67
2025-09-24 NP ACWX - iShares MSCI ACWI ex U.S. 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 74 348 −1,83 3 164 −5,41
2025-09-23 NP FGSAX - Federated MDT Mid 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 1 062 040 −34,71 16 270 −24,56
2025-09-25 NP DIHP - Dimensional International High Profitability ETF 256 322 0,00 10 933 −3,26
2025-09-25 NP DIHRX - International High Relative Profitability 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 97 339 −4,12 4 143 −7,63
2025-09-25 NP JFLI - JPMorgan Flexible Income ETF 617 5,47 26 4,00
2025-09-26 NP FLAPX - Fidelity Flex Mid 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 3 115 −48,03 48 −40,51
2025-09-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 632 6,22 10 28,57
2025-09-25 NP Elevation Series Trust - The Disciplined Growth Investors Fund 197 999 3 033
2025-09-29 NP DARP - Grizzle Growth ETF 0 −100,00 0 −100,00
Other Listings
CA:TOU 69,52 CA$
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