42H - Bank First Corporation Aktier - Aktiekurs, institutionellt ägande, aktieägare (DB)

Bank First Corporation
DE ˙ DB ˙ US06211J1007
110,00 € ↑1,00 (0,92%)
2025-09-09
DELAT PRIS
Grundläggande statistik
Institutionella ägare 271 total, 271 long only, 0 short only, 0 long/short - change of 6,25% MRQ
Aktiepris 110,00
Genomsnittlig portföljallokering 0.0380 % - change of 9,68% MRQ
Utestående aktier shares (source: Capital IQ)
Institutionella aktier (lång) 3 819 955 - 38,84% (ex 13D/G) - change of −0,04MM shares −1,06% MRQ
Institutionellt värde (lång) $ 443 960 USD ($1000)
Institutionellt ägande och aktieägare

Bank First Corporation (DE:42H) har 271 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 3,819,955 aktier. Största aktieägare inkluderar BlackRock, Inc., Vanguard Group Inc, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, State Street Corp, IWM - iShares Russell 2000 ETF, Geode Capital Management, Llc, Merit Financial Group, LLC, VEXMX - Vanguard Extended Market Index Fund Investor Shares, Bank Of Montreal /can/, and FSSNX - Fidelity Small Cap Index Fund .

Bank First Corporation (DB:42H) 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 September 9, 2025 is 110,00 / share. Previously, on September 10, 2024, the share price was 79,50 / share. This represents an increase of 38,36% over that period.

DE:42H / Bank First Corporation 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

Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.

Se högst rankade aktier
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.

Uppgradera för att låsa upp premiumdata och exportera till Excel .

Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)		 Aktier Δ Aktier
(%)		 Rapporterat
värde
(1000 USD)		 Δ Värde
(%)		 Portföljallokering
(%)
2025-08-15 13F Equitable Holdings, Inc. 2 100 0,00 247 17,06
2025-08-14 13F Aqr Capital Management Llc 11 048 −35,39 1 300 −24,56
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 3 520 0,00 414 16,95
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 1 855 0
2025-08-14 13F Jane Street Group, Llc 34 276 212,68 4 033 265,22
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 6 438 757
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 48 748 −0,74 5 669 10,23
2025-08-12 13F Ameritas Investment Partners, Inc. 921 0,00 108 17,39
2025-08-11 13F Regal Investment Advisors LLC 4 950 0,00 582 16,87
2025-08-13 13F Renaissance Technologies Llc 60 014 431,10 7 061 520,39
2025-08-14 13F Millennium Management Llc 26 760 308,99 3 148 377,69
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 3 200 −8,57 376 6,82
2025-08-15 13F Morgan Stanley 19 919 9,86 2 344 28,31
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 2 606 89,25 285 104,32
2025-08-14 13F Point72 (DIFC) Ltd 98 11
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 47 −4,08 6 25,00
2025-07-14 13F McGlone Suttner Wealth Management, Inc. 4 875 0,00 574 16,70
2025-07-24 13F Us Bancorp \de\ 7 129 0,06 839 16,88
2025-08-14 13F Two Sigma Investments, Lp 8 101 82,37 953 113,20
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 3 235 −4,68 381 11,44
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 6 052 58,10 749 94,55
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 11 146 −1,02 1 311 15,61
2025-08-28 NP SSBIX - State Street Balanced Index Fund Class K 62 0,00 7 16,67
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 3 391 0,00 394 10,99
2025-08-14 13F Susquehanna Portfolio Strategies, LLC 1 846 217
2025-08-14 13F Qube Research & Technologies Ltd 18 489 88,03 2 175 119,70
2025-08-14 13F Stifel Financial Corp 44 520 −1,11 5 238 15,48
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 10 408 2,52 1 225 19,77
2025-06-26 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 1 382 −1,50 151 6,38
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 187 0,00 22 22,22
2025-08-14 13F Aquatic Capital Management LLC 2 639 310
2025-07-24 NP FCFMX - Fidelity Series 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 12 780 9,29 1 486 21,41
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 432 17,71 50 31,58
2025-08-14 13F Fmr Llc 791 2,20 93 20,78
2025-08-04 13F Amalgamated Bank 336 0,00 0
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 1 410 −3,56 166 12,24
2025-07-31 13F Hanlon Investment Management, Inc. 2 200 0,00 259 16,74
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 20 676 −4,55 2 433 11,46
2025-06-30 NP PFM - Invesco 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 292 32
2025-08-12 13F Corebridge Financial, Inc. 0 −100,00 0
2025-08-13 13F Invesco Ltd. 12 598 −3,21 1 482 13,04
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 210 25
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 4 836 0,00 569 16,63
2025-08-12 13F Franklin Resources Inc 6 737 793
2025-08-12 13F Legal & General Group Plc 10 941 −3,44 1 287 12,80
2025-06-24 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 4 459 18,62 487 27,89
2025-06-26 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 1 846 18,56 202 28,03
2025-08-13 13F Quadrature Capital Ltd 0 −100,00 0
2025-08-11 13F HighTower Advisors, LLC 13 627 142,17 1 603 183,22
2025-08-08 13F Creative Planning 57 162 3,94 6 725 21,39
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 53 0
2025-09-04 13F/A Advisor Group Holdings, Inc. 14 292 177,14 1 682 223,89
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 1 102 2,51 120 11,11
2025-07-09 13F Harbor Capital Advisors, Inc. 48 0,00 0
2025-08-14 13F Royal Bank Of Canada 2 645 −16,01 312 −1,89
2025-08-12 13F Deutsche Bank Ag\ 6 864 −16,52 808 −2,54
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 48 0,00 5 25,00
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 4 407 22,62 481 32,51
2025-08-12 13F Jpmorgan Chase & Co 14 146 −56,98 1 664 −49,76
2025-08-13 13F Northern Trust Corp 93 794 2,14 11 035 19,29
2025-08-14 13F UBS Group AG 10 671 −8,58 1 255 6,81
2025-07-29 NP VRTTX - Vanguard Russell 3000 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 743 −6,78 86 3,61
2025-08-14 13F Susquehanna International Group, Llp 11 841 0,03 1 393 16,86
2025-08-26 NP NOSGX - Northern Small Cap Value Fund 6 318 743
2025-08-14 13F Mariner, LLC 1 839 −8,10 216 7,46
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 13 0,00 2 0,00
2025-06-20 NP JSMD - Janus Henderson Small/Mid Cap Growth Alpha ETF 2 267 −7,13 248 0,41
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 4 0
2025-07-28 NP AVUSX - Avantis U.S. Equity Fund Institutional Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 345 0,00 40 11,11
2025-08-14 13F Two Sigma Advisers, Lp 0 −100,00 0
2025-08-25 NP TMVAX - RBC Microcap Value Fund A Shares 2 070 −13,75 244 0,83
2025-07-23 13F John W. Rosenthal Capital Management, Inc. 10 400 0,00 1 224 16,81
2025-08-06 13F Csenge Advisory Group 2 689 0,00 313 9,47
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 68 111 −23,36 8 013 −10,49
2025-08-12 13F Nuveen, LLC 21 403 −17,29 2 518 −3,38
2025-08-14 13F IHT Wealth Management, LLC 12 948 −0,93 1 523 15,73
2025-05-09 13F Blair William & Co/il 0 −100,00 0
2025-08-13 13F Beacon Pointe Advisors, LLC 9 932 −15,79 1 168 −1,68
2025-08-26 NP AFMCX - Acuitas US Microcap Fund Institutional Shares 1 916 225
2025-08-27 NP VTSMX - Vanguard Total Stock Market 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 302 193 2,26 35 553 19,43
2025-08-12 13F Rhumbline Advisers 14 803 5,82 1 742 23,56
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 9 210 −44,38 1 084 −35,07
2025-07-28 NP VCSLX - Small Cap Index Fund 4 469 20,69 520 34,11
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 451 0,00 49 8,89
2025-08-26 NP NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 2 299 −5,55 270 10,20
2025-08-07 13F Allworth Financial LP 12 0,00 1 0,00
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 229 052 −11,88 26 948 2,91
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 1 500 0,00 174 10,83
2025-08-14 13F Synovus Financial Corp 0 −100,00 0
2025-08-14 13F PDT Partners, LLC 3 375 0,00 397 17,11
2025-08-14 13F Goldman Sachs Group Inc 6 568 −67,16 773 −61,67
2025-08-27 NP BBTSX - Bridge Builder Tax Managed Small/Mid Cap Fund 675 0,00 79 17,91
2025-08-06 13F Commonwealth Equity Services, Llc 3 882 −8,53 0
2025-04-30 13F Alps Advisors Inc 0 −100,00 0
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 2 453 0,00 289 16,60
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 52 −90,86 6 −85,71
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 6 400 −16,67 699 −10,17
2025-08-14 13F Wells Fargo & Company/mn 7 635 28,36 898 49,92
2025-08-14 13F Quarry LP 23 3
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 613 −42,50 72 −32,71
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 1 995 40,79 218 51,75
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 40 8,11 4 33,33
2025-07-28 13F Harbour Investments, Inc. 4 250 0,00 500 16,82
2025-08-08 13F SG Americas Securities, LLC 0 −100,00 0
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 22 −4,35 3 0,00
2025-08-13 13F F/M Investments LLC 31 000 0,00 3 647 16,82
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 485 10,48 57 29,55
2025-06-26 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 2 652 0,00 290 7,84
2025-04-28 NP BFOR - Barron's 400 ETF 3 947 1,21 413 −0,72
2025-08-14 13F Alliancebernstein L.p. 9 920 0,00 1 167 16,82
2025-06-26 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 1 203 0,00 131 8,26
2025-06-30 NP VIG - Vanguard Dividend Appreciation 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 48 149 5 257
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 300 0,00 35 16,67
2025-08-12 13F Swiss National Bank 18 117 −1,63 2 131 14,88
2025-07-28 13F Allianz Asset Management GmbH 0 −100,00 0
2025-07-28 NP HDG - ProShares Hedge Replication ETF 13 18,18 2 0,00
2025-07-23 NP CFSLX - Column Small Cap Fund 200 0,00 23 15,00
2025-07-24 NP FSKAX - Fidelity 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 16 558 1,88 1 926 13,10
2025-08-26 NP EHLS - Even Herd Long Short ETF 1 493 176
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 194 4,30 23 22,22
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 710 −15,38 84 −1,19
2025-06-20 NP JSML - Janus Henderson Small Cap Growth Alpha ETF 1 807 −22,61 197 −16,53
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 16 744 2,44 1 970 19,62
2025-08-15 13F Great West Life Assurance Co /can/ 5 564 6,96 1
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 1 396 0,00 152 7,80
2025-06-25 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 472 3,96 52 13,33
2025-08-14 13F Ameriprise Financial Inc 10 216 −9,17 1 202 6,00
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 171 −6,69 138 8,73
2025-08-05 13F Bank Of Montreal /can/ 103 890 0,19 12 223 17,01
2025-07-08 13F Legacy Private Trust Co. 4 920 −19,96 579 −6,62
2025-07-23 13F Tcfg Wealth Management, Llc 2 022 0,00 238 16,75
2025-08-14 13F Moneta Group Investment Advisors Llc 6 500 0,00 765 16,82
2025-08-28 NP TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 178 0,00 21 17,65
2025-08-14 13F California State Teachers Retirement System 8 762 −1,54 1 031 14,96
2025-07-28 NP AVUV - Avantis U.S. Small Cap Value ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 51 172 −5,82 5 951 4,57
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 1 944 0,62 226 11,88
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 1 272 −19,24 150 −5,70
2025-08-14 13F D. E. Shaw & Co., Inc. 0 −100,00 0
2025-07-23 13F Klp Kapitalforvaltning As 1 900 0,00 224 16,67
2025-07-31 13F Quest Partners LLC 1 0,00 0
2025-05-15 13F Weiss Asset Management LP 0 −100,00 0 −100,00
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 2 426 74,03 265 87,23
2025-05-14 13F Hsbc Holdings Plc 0 −100,00 0
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 239 26
2025-08-26 NP Profunds - Profund Vp Small-cap 21 −4,55 2 0,00
2025-08-26 NP TLSTX - Stock Index Fund 117 0,00 14 18,18
2025-08-08 13F/A Sterling Capital Management LLC 212 26,95 25 50,00
2025-05-28 NP QCEQRX - Equity Index Account Class R1 3 732 0,00 376 1,63
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 2 567 0,00 302 17,05
2025-06-18 NP NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 341 0,00 37 8,82
2025-06-26 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 578 0,00 63 8,62
2025-07-28 NP AVUVX - Avantis U.S. Small Cap Value Fund Institutional Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 579 0,00 300 10,74
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 161 3 925,00 18
2025-08-26 NP QABA - First Trust NASDAQ ABA Community Bank 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 6 329 5,52 745 23,18
2025-08-08 13F Geode Capital Management, Llc 221 379 −2,09 26 049 14,33
2025-07-29 NP EBI - Longview Advantage ETF 217 25
2025-08-14 13F Citadel Advisors Llc 0 −100,00 0
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 192 0,00 21 5,26
2025-08-11 13F Vanguard Group Inc 585 903 0,69 68 931 17,59
2025-08-26 NP FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF 299 35
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 250 0,00 29 11,54
2025-08-20 NP ASMOX - AQR Small Cap Momentum Style Fund Class I 1 404 165
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 777 3,05 91 21,33
2025-08-26 NP TRSYX - T. Rowe Price Small-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 880 6,93 104 25,61
2025-08-14 13F Voya Investment Management Llc 3 075 0,75 362 17,59
2025-08-12 13F Dimensional Fund Advisors Lp 75 515 78,55 8 885 108,50
2025-08-14 13F Cibc World Markets Corp 0 −100,00 0
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 7 300 1,39 859 18,34
2025-08-08 13F Intech Investment Management Llc 4 124 −24,95 485 −12,30
2025-08-08 13F Pnc Financial Services Group, Inc. 3 200 0,00 376 16,77
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 4 152 0,00 453 7,86
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 2 920 −0,71 344 15,88
2025-08-18 13F N.E.W. Advisory Services LLC 5 229 −7,09 615 8,66
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 4 990 0,00 587 16,93
2025-06-26 NP ISCV - iShares Morningstar Small-Cap 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 888 −1,11 97 6,67
2025-07-31 13F Linden Thomas Advisory Services, LLC 17 628 −0,98 2 074 15,62
2025-08-13 13F Arizona State Retirement System 2 768 1,65 326 18,61
2025-08-14 13F Tudor Investment Corp Et Al 0 −100,00 0
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 1 840 −2,65 216 13,68
2025-06-24 NP SWSSX - Schwab Small-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 24 088 2,23 2 630 10,28
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 921 0,00 108 17,39
2025-08-14 13F Cubist Systematic Strategies, LLC 2 762 325
2025-08-13 13F Nicolet Bankshares Inc 8 914 0,00 1 049 16,83
2025-06-18 NP GMRAX - Nationwide Small Cap Index Fund Class A 835 0,00 91 8,33
2025-07-28 NP UWM - ProShares Ultra Russell2000 967 −18,74 112 −9,68
2025-08-12 13F Charles Schwab Investment Management Inc 75 183 0,64 8 845 17,54
2025-08-12 13F XTX Topco Ltd 4 798 120,50 564 157,53
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 8 303 −19,72 977 −6,24
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 1 937 9,68 228 28,25
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 26 0,00 3 50,00
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 328 −13,00 39 2,70
2025-07-24 13F IFP Advisors, Inc 0 −100,00 3
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 4 271 −4,37 502 11,80
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 574 7,09 63 14,81
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 9 −18,18 1 −100,00
2025-08-01 13F Teacher Retirement System Of Texas 1 988 −21,27 234 −8,27
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 2 927 56,19 320 68,78
2025-08-11 13F Covestor Ltd 10 −58,33 0
2025-08-15 13F Tower Research Capital LLC (TRC) 1 129 118,38 133 153,85
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 245 27
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 205 27,33 24 50,00
2025-07-28 NP URTY - ProShares UltraPro Russell2000 708 −28,63 82 −20,39
2025-08-07 13F ProShare Advisors LLC 1 883 −10,25 222 4,74
2025-06-26 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 2 082 0,00 227 8,10
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 32 −8,57 4 0,00
2025-08-08 13F Avantax Advisory Services, Inc. 4 766 −50,27 561 −41,97
2025-08-13 13F New York State Common Retirement Fund 3 263 −15,53 0
2025-08-11 13F Citigroup Inc 4 294 −45,08 505 −35,83
2025-07-14 13F GAMMA Investing LLC 24 26,32 3 100,00
2025-07-25 13F Cwm, Llc 669 16,96 0
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 164 −2,96 19 11,76
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 2 364 29,96 258 40,22
2025-08-14 13F Bnp Paribas Arbitrage, Sa 816 22,52 96 43,28
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 530 0,00 62 16,98
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 1 320 −2,80 154 7,75
2025-08-27 NP JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 746 0,00 88 16,00
2025-08-13 13F Johnson Financial Group, Inc. 665 0,00 79 16,42
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 244 −82,60 29 −73,33
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 20 397 12,87 2 372 25,37
2025-05-13 13F Heck Capital Advisors, LLC 0 −100,00 0 −100,00
2025-08-14 13F/A Barclays Plc 17 607 47,17 2 100,00
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 215 0,00 25 19,05
2025-08-12 13F Coldstream Capital Management Inc 0 −100,00 0
2025-08-13 13F MetLife Investment Management, LLC 5 751 0,00 677 16,75
2025-08-14 13F Raymond James Financial Inc 15 100 420,69 1 777 508,22
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 1 151 −43,08 135 −33,50
2025-08-12 13F Steward Partners Investment Advisory, Llc 6 000 0,00 706 16,72
2025-07-29 NP VRTIX - Vanguard Russell 2000 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 48 765 9,28 5 671 21,36
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 5 030 −12,61 592 2,07
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 99 −29,79 11 −28,57
2025-07-25 NP SCHB - Schwab U.S. Broad Market 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 5 857 29,07 681 43,37
2025-06-25 NP FNCL - Fidelity MSCI Financials 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 2 296 0,53 251 8,23
2025-06-26 NP USMIX - Extended Market Index Fund 1 068 −3,78 117 3,57
2025-08-08 13F Foundations Investment Advisors, LLC 0 −100,00 0
2025-08-14 13F Ubs Asset Management Americas Inc 27 860 33,67 3 278 56,12
2025-08-14 13F Balyasny Asset Management Llc 2 762 325
2025-08-14 13F Manufacturers Life Insurance Company, The 3 475 1,02 409 17,92
2025-08-12 13F BlackRock, Inc. 669 282 −4,80 78 741 11,18
2025-07-29 NP LONAX - Longboard Alternative Growth Fund Class A 1 518 0,00 177 11,39
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 330 −85,12 39 −77,11
2025-06-26 NP TIEIX - TIAA-CREF Equity Index Fund Institutional Class 7 985 0,00 872 7,93
2025-07-24 13F Thompson Investment Management, Inc. 6 236 −12,18 734 2,52
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 5 853 0,00 689 16,81
2025-05-13 13F Russell Investments Group, Ltd. 0 −100,00 0
2025-08-14 13F Brevan Howard Capital Management LP 2 331 274
2025-08-05 13F Bank of New York Mellon Corp 41 023 2,91 4 826 20,20
2025-08-14 13F State Street Corp 246 577 1,36 29 117 18,30
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 1 299 0,00 142 7,63
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 11 853 −6,15 1 294 1,33
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 42 476 −2,26 4 940 8,50
2025-08-14 13F Bank Of America Corp /de/ 8 255 8,93 971 27,26
2025-08-12 13F American Century Companies Inc 84 044 1,96 9 888 19,08
2025-08-28 NP SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares 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 251 18,96 30 38,10
2025-07-22 13F Merit Financial Group, LLC 177 977 9,01 20 939 27,32
2025-08-13 13F GeoWealth Management, LLC 2 −66,67 0
2025-08-28 NP WFIVX - Wilshire 5000 Index Fund Investment Class 22 0,00 3 0,00
2025-05-12 13F Connor, Clark & Lunn Investment Management Ltd. 0 −100,00 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 3 580 0,00 421 16,94
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 751 12,43 82 20,90
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 3 723 −16,90 438 −2,88
2025-07-29 NP VFAIX - Vanguard Financials Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 15 497 −2,93 1 802 7,78
2025-07-31 13F Nisa Investment Advisors, Llc 710 17 650,00 84
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 4 819 0,40 567 17,18
2025-08-14 13F Lazard Asset Management Llc 127 0
2025-08-28 NP IWO - iShares Russell 2000 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 13 522 −73,96 1 591 −59,16
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 96 663 2,92 10 554 11,05
2025-07-21 13F Copeland Capital Management, LLC 178 0,00 21 17,65
2025-08-14 13F Janus Henderson Group Plc 3 338 −55,51 393 −48,22
2025-08-13 13F First Trust Advisors Lp 6 363 5,10 749 22,82
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 2 298 0,00 270 16,88
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 910 106
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 6 434 −4,95 748 5,65
2025-07-23 13F Ellsworth Advisors, LLC 7 155 842
2025-08-13 13F Nicolet Advisory Services, Llc 45 225 −37,90 5 299 −26,76
2025-08-13 13F ExodusPoint Capital Management, LP 3 714 −4,70 0
2025-08-14 13F Ancora Advisors, LLC 174 0,00 20 17,65
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 111 12
2025-08-06 13F True Wealth Design, LLC 12 500,00 1
2025-06-26 NP DFSTX - U.s. Small Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4 416 70,83 482 84,67
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 1 421 2,97 167 20,14
2025-08-14 13F Price T Rowe Associates Inc /md/ 4 622 8,83 1
2025-08-22 NP FECGX - Fidelity Small 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 1 009 −22,92 119 20,41
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 2 098 6,50 247 24,24
2025-08-12 13F Proequities, Inc. 0 0
2025-08-13 13F Quadrant Capital Group Llc 0 −100,00 0
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 2 −33,33 0
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 11 167 13,36 1 314 32,36
2025-08-27 NP VEXMX - Vanguard Extended Market 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 139 780 −2,57 16 445 13,79
2025-05-14 13F Brown Brothers Harriman & Co 0 −100,00 0
2025-07-24 NP FNCMX - Fidelity Nasdaq Composite 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 6 074 0,00 706 11,01
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 1 765 0,00 208 16,95
2025-06-27 NP RSSL - Global X Russell 2000 ETF 5 873 6,55 641 15,08
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 1 288 23,61 150 36,70
2025-07-22 13F Wealthcare Advisory Partners LLC 37 974 63,40 4 468 90,82
Other Listings
US:BFC 128,35 US$
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