MTDR - Matador Resources Company Aktier - Aktiekurs, institutionellt ägande, aktieägare (BMV)

Matador Resources Company
MX ˙ BMV ˙ US5764852050
Grundläggande statistik
Institutionella ägare 1042 total, 1016 long only, 3 short only, 23 long/short - change of −11,95% MRQ
Genomsnittlig portföljallokering 0.1249 % - change of 1,04% MRQ
Utestående aktier shares (source: Capital IQ)
Institutionella aktier (lång) 143 982 408 - 123,23% (ex 13D/G) - change of −15,45MM shares −11,45% MRQ
Institutionellt värde (lång) $ 6 166 901 USD ($1000)
Institutionellt ägande och aktieägare

Matador Resources Company (MX:MTDR) har 1042 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 144,001,465 aktier. Största aktieägare inkluderar Vanguard Group Inc, BlackRock, Inc., Dimensional Fund Advisors Lp, State Street Corp, IJH - iShares Core S&P Mid-Cap ETF, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, T. Rowe Price Investment Management, Inc., Lsv Asset Management, NAESX - Vanguard Small-Cap Index Fund Investor Shares, and Adage Capital Partners Gp, L.l.c. .

Matador Resources Company (BMV:MTDR) 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%.

MX:MTDR / Matador Resources Company 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.

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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
(%)
2025-08-05 13F Simplex Trading, Llc 0 −100,00 0 −100,00
2025-08-13 13F Jones Financial Companies Lllp 1 320 −35,70 63 −39,42
2025-05-30 NP QAAGRX - T. Rowe Price Moderate Allocation Portfolio 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 0 −100,00 0
2025-08-11 13F Lsv Asset Management 3 334 775 45,66 159 37,07
2025-08-14 13F Bank Of America Corp /de/ 878 130 10,66 41 904 3,36
2025-08-04 13F Barnes Dennig Private Wealth Management LLC 0 −100,00 0
2025-05-06 13F Proficio Capital Partners LLC 0 −100,00 0 −100,00
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 53 104 0,39 2 100 −31,58
2025-08-05 13F South Dakota Investment Council 301 609 3,01 14 0,00
2025-06-26 NP FZFLX - Fidelity SAI Small-Mid Cap 500 Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 27 242 −14,62 1 077 −41,78
2025-07-24 13F Us Bancorp \de\ 13 227 −6,84 631 −12,97
2025-08-13 13F Hsbc Holdings Plc 60 697 123,89 2 915 110,85
2025-07-08 13F Rise Advisors, LLC 356 8,54 17 0,00
2025-08-11 13F New Age Alpha Advisors, LLC 15 286 1,47 729 −5,20
2025-08-05 13F Huntington National Bank 1 939 16,46 93 8,24
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 5 852 4,67 231 −28,70
2025-08-14 13F Bank Of America Corp /de/ Put 100 5
2025-08-28 NP SMAP - Amplify Small-Mid Cap Equity ETF 552 89,04 26 85,71
2025-07-29 NP SLPAX - Siit Small Cap Fund - Class A 20 290 −4,22 873 −21,30
2025-03-27 NP PTMC - Pacer Trendpilot US Mid Cap ETF 17 446 1,89 1 012 −3,90
2025-07-23 13F Venturi Wealth Management, LLC 6 350 303
2025-08-11 13F CBIZ Investment Advisory Services, LLC 480 25,00 23 15,79
2025-07-29 NP VRGWX - Vanguard Russell 1000 Growth 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 11 088 5,22 477 −13,61
2025-08-12 13F Virtu Financial LLC 0 −100,00 0
2025-07-25 NP NTIAX - Columbia Mid Cap Index Fund Class A 98 881 0,80 4 253 −17,18
2025-08-07 13F First Dallas Securities Inc. 11 945 7,25 570 0,18
2025-06-24 NP FMDCX - Federated Mid-Cap Index Fund Service 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 10 988 2,05 434 −30,45
2025-08-13 13F Capital Fund Management S.a. Call 71 100 107,89 3 393 94,16
2025-06-27 NP SUNAMERICA SERIES TRUST - SA AB Small & Mid Cap Value Portfolio Class 2 110 582 −3,74 4 372 −34,38
2025-08-13 13F Capital Fund Management S.a. Put 49 300 111,59 2 353 97,65
2025-06-25 NP FXN - First Trust Energy 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 259 330 −7,02 10 254 −36,62
2025-08-01 13F Winmill & Co. Inc 115 850 0,00 5 528 −6,59
2025-07-16 13F State of Alaska, Department of Revenue 13 098 −3,68 1
2025-08-14 13F Goldman Sachs Group Inc 885 735 −32,68 42 267 −37,12
2025-08-07 13F CENTRAL TRUST Co 73 0,00 3 0,00
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 739 781 33,87 31 818 10,01
2025-07-11 13F Spring Capital Management, Llc 50 827 0,00 2 425 −6,59
2025-08-14 13F Goldman Sachs Group Inc Call 506 300 −18,84 24 161 −24,19
2025-08-14 13F Goldman Sachs Group Inc Put 682 700 −9,00 32 578 −15,00
2025-08-26 NP NOMIX - Northern Mid Cap Index Fund 77 323 −4,00 3 690 −10,35
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 5 316 −20,47 254 −25,81
2025-08-14 13F Two Sigma Investments, Lp 0 −100,00 0
2025-07-07 13F Retirement Wealth Solutions LLC 265 21,56 13 9,09
2025-08-12 13F CIBC Private Wealth Group, LLC 1 353 585 55,49 64 593 102,35
2025-08-06 13F True Wealth Design, LLC 36 63,64 2 0,00
2025-08-26 NP Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF 556 4,51 27 −3,70
2025-05-27 NP FMDGX - Fidelity Mid 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 6 210 37,85 317 25,30
2025-08-14 13F Voya Investment Management Llc 30 555 −59,51 1 458 −62,18
2025-08-27 13F/A Brinker Capital Investments, LLC 17 010 −39,81 812 −43,80
2025-05-23 NP EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB 786 −0,25 40 −9,09
2025-05-16 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 0 −100,00 0 −100,00
2025-07-11 13F Mitchell & Pahl Private Wealth, Llc 17 724 11,00 846 3,68
2025-07-28 13F Rosenberg Matthew Hamilton 0 −100,00 0
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 298 453 0,00 11 801 −31,83
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 35 702 −17,74 1 704 −23,18
2025-07-29 13F Virginia Retirement Systems Et Al 34 861 −6,69 1 664 −12,84
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 215 169 0,90 9 254 −17,09
2025-08-14 13F Millennium Management Llc 32 261 −94,69 1 539 −95,04
2025-08-14 13F G.F.W. Energy XII, L.P. 71 537 3 414
2025-08-14 13F Millennium Management Llc Call 31 500 35,78 1 503 26,84
2025-05-29 NP MNNAX - Victory Munder Multi-Cap Fund Class A 0 −100,00 0 −100,00
2025-08-26 NP CRISX - CRM SMALL CAP VALUE FUND INSTITUTIONAL 27 053 −13,12 1 291 −18,87
2025-07-14 13F Opal Wealth Advisors, LLC 627 15,90 30 7,41
2025-08-28 NP Madison Covered Call & Equity Strategy Fund 65 000 0,00 3 102 −6,60
2025-08-12 13F Global Retirement Partners, LLC 788 −1,01 38 −15,91
2025-06-26 NP FEQHX - Fidelity Hedged Equity Fund 1 338 47,03 53 0,00
2025-08-12 13F Segall Bryant & Hamill, Llc 715 770 9,32 34 157 2,11
2025-08-28 NP RSEGX - Victory RS Small Cap Growth Fund Class A 85 860 −10,68 4 097 −16,58
2025-08-28 NP VLU - SPDR S&P 1500 Value Tilt 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 4 938 150,15 236 135,00
2025-06-23 NP PPSFX - LargeCap Value Fund III R-3 2 649 2,75 105 −30,20
2025-07-25 NP ABASX - AB Discovery Value Fund Class A 548 170 0,00 23 577 −17,83
2025-08-14 13F Snowden Capital Advisors LLC 11 147 27,09 532 18,53
2025-06-27 NP FESRX - First Eagle Small Cap Opportunity Fund Class R6 267 268 1,19 10 568 −31,02
2025-08-25 NP MFS VARIABLE INSURANCE TRUST - MFS New Discovery Series Initial Class 91 008 −28,85 4 343 −33,56
2025-08-12 13F American Century Companies Inc 719 945 7,41 34 356 0,32
2025-07-28 NP VCBCX - Blue Chip Growth Fund 8 872 33,11 382 9,48
2025-08-28 NP AXVNX - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 4 857 115,67 232 100,87
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 18 592 −2,12 887 −8,56
2025-08-26 NP PCVAX - AllianzGI NFJ Small-Cap Value Fund A 90 910 −0,66 4 338 −7,21
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Value Fund 17 199 −1,48 821 −7,97
2025-08-14 13F Sagefield Capital LP 1 031 264 5,33 49 212 −1,62
2025-08-29 NP JAEQX - Small Company Value Trust NAV 25 067 −1,17 1 196 −7,64
2025-08-14 13F Lighthouse Investment Partners, LLC 45 000 2 147
2025-08-28 NP Foxby Corp. 5 850 0,00 279 −6,38
2025-08-13 13F Schroder Investment Management Group 0 −100,00 0
2025-07-30 NP SPMIX - S&P MidCap Index Fund Direct Shares 3 983 −5,66 171 −22,27
2025-08-05 13F Carolinas Wealth Consulting Llc 0 −100,00 0 −100,00
2025-08-27 NP OASVX - Optimum Small-mid Cap Value Fund Class A 64 800 46,61 3 092 36,94
2025-08-05 13F Hills Bank & Trust Co 8 500 0,00 406 −6,68
2025-08-25 NP MMBUX - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 5 657 −12,58 270 −18,48
2025-08-13 13F Beacon Pointe Advisors, LLC 5 281 4,26 252 −2,33
2025-03-27 NP TSCGX - Thrivent Small Cap Growth Fund Class S 32 934 2,15 1 910 13,69
2025-05-29 NP SMEAX - INVESCO Small Cap Equity Fund Class A 171 596 2,15 8 767 −7,24
2025-08-14 13F Wells Fargo & Company/mn 57 925 46,10 2 764 36,49
2025-08-26 NP IPMIX - Voya Index Plus MidCap Portfolio Class I 14 513 −69,99 693 −71,98
2025-07-31 13F Quest Partners LLC 871 −51,98 42 −55,43
2025-08-26 NP CRMEX - CRM All Cap Value Fund Investor Shares 9 014 0,00 430 −6,52
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 22 879 5,13 905 −28,37
2025-07-18 13F Truist Financial Corp 44 420 −0,53 2 120 −7,10
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 699 554 −1,21 33 383 −7,73
2025-05-15 13F Tudor Investment Corp Et Al 0 −100,00 0 −100,00
2025-07-25 NP FILL - iShares MSCI Global Energy Producers 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 3 719 −3,78 160 −21,29
2025-05-15 13F Oxford Asset Management Llp 16 027 819
2025-08-26 NP Profunds - Profund Vp Mid-cap Growth 680 8,97 32 3,23
2025-08-07 13F Addison Advisors LLC 300 354,55 14 366,67
2025-08-27 NP RMBMX - RMB SMID Cap Fund Class I 31 871 0,00 1 521 −6,63
2025-08-06 13F Valued Wealth Advisors LLC 9 0,00 0
2025-08-14 13F Macquarie Group Ltd 1 133 018 −7,18 54 068 −13,31
2025-07-28 13F Eq Wealth Advisors, Llc 3 710 37,41 177 29,20
2025-05-06 13F Rsm Us Wealth Management Llc 0 −100,00 0
2025-07-24 13F Lindenwold Advisors 6 227 −0,26 297 −6,60
2025-08-12 13F Goehring & Rozencwajg Associates, LLC 287 404 −1,60 13 715 −10,24
2025-05-29 NP LSMIX - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 47 149 −2,17 2 409 −11,18
2025-08-12 13F Cornerstone Wealth Management, LLC 4 327 6,81 207 0,00
2025-08-14 13F Yaupon Capital Management LP 574 388 −6,50 27 410 −12,67
2025-08-14 13F Principia Wealth Advisory, LLC 3 −50,00 0
2025-08-14 13F SummitTX Capital, L.P. 14 383 −62,96 686 −65,42
2025-07-14 13F Toth Financial Advisory Corp 0 −100,00 0
2025-07-29 13F Unison Advisors LLC 13 864 0,81 662 −5,84
2025-08-07 13F Vise Technologies, Inc. 9 742 465
2025-08-13 13F California Public Employees Retirement System 202 840 5,54 9 680 −1,43
2025-08-20 NP QNZNX - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 430 71,31 21 66,67
2025-05-06 13F Neo Ivy Capital Management 0 −100,00 0
2025-08-05 13F Re Advisers Corp 43 600 0,00 2 081 −6,60
2025-08-12 13F Clear Street Markets Llc 74 4
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 19 567 6,13 774 −27,69
2025-08-08 13F Principal Financial Group Inc 264 029 −55,39 12 599 −58,33
2025-07-22 NP GGUS - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 122 5
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 30 920 129,91 1 561 127,07
2025-07-09 13F Harbor Capital Advisors, Inc. 37 407 0,49 2 0,00
2025-08-22 NP MAADX - Dynamic Value Portfolio Class IS 1 297 −6,76 62 −14,08
2025-06-25 NP CCNR - ALPS | CoreCommodity Natural Resources ETF 64 706 4 071,89 2 558 2 774,16
2025-08-28 NP SPTM - SPDR(R) Portfolio Total Stock Market 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 20 462 2,20 976 −4,50
2025-06-24 NP SFLNX - Schwab Fundamental US 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 8 752 346
2025-06-27 NP ZIG - The Acquirers Fund 23 158 8,94 916 −30,21
2025-05-30 NP MPGAX - MassMutual Premier Disciplined Growth Fund Class A 1 063 54
2025-07-16 13F Paragon Capital Management Ltd 4 935 235
2025-07-31 13F CVA Family Office, LLC 13 1
2025-06-23 NP HSCVX - Hunter Small Cap Value Fund Class I 18 605 −32,00 736 −53,66
2025-07-22 NP GSC - Goldman Sachs Small Cap Core Equity ETF 20 975 12,65 902 −7,39
2025-08-14 13F Aquatic Capital Management LLC 30 625 1 461
2025-08-14 13F Wasatch Advisors Inc 1 053 950 −6,60 50 294 −12,76
2025-05-01 13F Bleakley Financial Group, LLC 0 −100,00 0
2025-08-13 13F Distillate Capital Partners LLC 6 0,00 0
2025-08-14 13F Synovus Financial Corp 29 576 2,06 1 411 −4,66
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 16 469 13,10 651 −22,87
2025-08-08 13F Geode Capital Management, Llc 2 089 074 −1,11 99 715 −7,64
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 3 637 252 2,28 173 570 −4,47
2025-08-14 13F Rafferty Asset Management, LLC 113 755 2,30 5 428 −4,45
2025-05-29 NP JAHBX - Small Cap Value Trust NAV 66 271 3 386
2025-08-15 13F Harvest Fund Management Co., Ltd 1 290 0
2025-08-27 NP JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 122 575 6,36 5 849 −0,65
2025-05-28 NP PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 666 34
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 11 287 −38,29 539 −42,40
2025-07-23 13F Richardson Capital Management LLC 185 0,00 9 −11,11
2025-08-12 13F Charles Schwab Investment Management Inc 1 386 299 −3,60 66 154 −9,96
2025-08-12 13F New Republic Capital, LLC 16 580 −0,74 791 −7,27
2025-08-20 NP WBVNX - William Blair Small Cap Value Fund Class N 182 981 −8,66 8 732 −14,69
2025-07-28 NP RWK - Invesco S&P MidCap 400 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 23 690 −1,88 1 019 −19,40
2025-08-05 NP HSCSX - Small-Company Stock Fund 43 600 0,00 2 081 −6,60
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 44 954 3,97 2 145 −2,90
2025-06-25 NP FAB - First Trust Multi Cap Value AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5 024 −3,57 199 −34,44
2025-08-11 13F Principal Securities, Inc. 408 8,22 19 −9,52
2025-08-13 13F Arizona State Retirement System 34 714 2,10 1 657 −4,66
2025-08-26 NP PENN SERIES FUNDS INC - Smid Cap Value Fund 11 022 −4,57 526 −11,02
2025-05-02 13F Capital A Wealth Management, LLC 0 −100,00 0
2025-07-24 13F IFP Advisors, Inc 1 017 726,83 49 700,00
2025-07-01 13F Legacy Wealth Management, LLC / MS 28 625 −49,74 1 366 −53,08
2025-08-12 13F Dimensional Fund Advisors Lp 6 152 221 12,58 293 591 5,16
2025-08-07 13F Cypress Capital Management LLC (WY) 230 0,00 11 −9,09
2025-08-27 NP VEIPX - Vanguard Equity Income 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 1 736 086 276,37 82 846 251,55
2025-08-14 13F Corigliano Investment Advisers, LLC 153 400 21,55 7 320 13,54
2025-07-09 13F Bruce G. Allen Investments, LLC 15 1
2025-06-23 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 5 097 1,92 202 −30,69
2025-07-28 NP AVLV - Avantis U.S. Large Cap Value ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 213 238 35,63 9 171 11,46
2025-08-26 NP CRIAX - CRM SMALL/MID CAP VALUE FUND INSTITUTIONAL 33 252 −8,51 1 587 −14,55
2025-08-28 NP MDYV - SPDR(R) S & P 400 Mid 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 71 770 −1,61 3 425 −8,11
2025-08-11 13F Bradley Foster & Sargent Inc/ct 0 −100,00 0
2025-08-14 13F TCG Advisory Services, LLC 12 204 0,79 582 −5,83
2025-08-19 NP BUFSX - Buffalo Small Cap Fund Investor Class 84 935 −29,77 4 053 −34,41
2025-08-08 13F Creative Planning 33 135 19,09 1 581 11,26
2025-08-27 NP VSTCX - Vanguard Strategic Small-Cap Equity 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 225 894 0,00 10 780 −6,59
2025-08-14 13F BI Asset Management Fondsmaeglerselskab A/S 0 −100,00 0
2025-07-16 13F Signaturefd, Llc 3 032 11,31 145 3,60
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 1 283 −63,35 61 −65,73
2025-07-11 13F Wedge Capital Management L L P/nc 67 737 12,17 3 232 4,76
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 44 326 −3,93 2 115 −10,27
2025-08-26 NP OGGFX - JPMorgan Small Cap Growth Fund Class I 490 864 0,54 23 424 −6,09
2025-08-14 13F Dark Forest Capital Management Lp 121 308 54,89 5 789 44,66
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 1 796 296 0,72 85 719 −5,92
2025-07-25 NP SCHK - Schwab 1000 Index ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8 816 2,73 379 −15,59
2025-07-29 NP PREFX - T. Rowe Price Tax-Efficient Equity 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 1 400 0,00 60 −17,81
2025-05-16 13F Coppell Advisory Solutions LLC 0 −100,00 0
2025-08-04 13F Creekmur Asset Management LLC 0 0
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 9 415 −1,40 405 −19,04
2025-08-04 13F Integrity Alliance, Llc. 0 −100,00 0 −100,00
2025-03-31 NP Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 1 246 72
2025-08-26 NP BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. 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 17 677 −1,05 844 −7,57
2025-08-11 13F Nomura Asset Management Co Ltd 910 0,00 43 −6,52
2025-08-05 13F Bank of New York Mellon Corp 1 118 778 −2,21 53 388 −8,66
2025-08-12 13F Personal Cfo Solutions, Llc 5 759 18,13 275 10,04
2025-08-26 NP Profunds - Profund Vp Mid-cap Value 300 11,94 14 7,69
2025-06-23 NP PPUMX - LargeCap Growth Fund I R-3 672 0,00 27 −31,58
2025-07-25 NP NDVAX - MFS New Discovery Value Fund A 504 524 −7,63 21 700 −24,10
2025-08-08 13F Ontario Teachers Pension Plan Board 54 363 432,61 2 594 397,89
2025-08-26 NP Spdr S&p Midcap 400 Etf Trust 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 914 246 −1,32 43 628 −7,83
2025-08-08 13F Fiera Capital Corp 0 −100,00 0
2025-08-27 NP Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 61 993 0,00 2 958 −6,60
2025-08-12 13F Swiss National Bank 227 302 −1,00 10 847 −7,54
2025-08-14 13F Goldentree Asset Management Lp 0 −100,00 0
2025-08-12 13F CenterBook Partners LP 0 −100,00 0
2025-08-15 NP ROFCX - Royce Opportunity Fund Consultant Class 60 157 12,08 2 871 4,67
2025-08-01 13F Envestnet Asset Management Inc 329 226 7,98 15 711 0,85
2025-08-12 13F SRS Capital Advisors, Inc. 1 409 96,79 67 86,11
2025-08-14 13F Susquehanna Portfolio Strategies, LLC 45 465 2 170
2025-08-18 NP HRVIX - HEARTLAND VALUE PLUS FUND Investor Class 125 000 0,00 5 965 −6,59
2025-05-15 13F Prelude Capital Management, Llc 0 −100,00 0
2025-07-25 NP FNDA - Schwab Fundamental U.S. Small Company Index ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 252 666 −22,01 10 867 −35,91
2025-06-17 NP GSEQX - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 15 525 8,38 614 −26,14
2025-08-14 13F DRW Securities, LLC 4 562 218
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 19 010 0,81 907 −5,82
2025-07-17 13F Park Place Capital Corp 150 0,00 7 0,00
2025-08-26 NP CRIMX - CRM MID CAP VALUE FUND INSTITUTIONAL 123 676 1,92 5 902 −4,81
2025-05-13 13F CIBC Asset Management Inc 0 −100,00 0
2025-08-12 13F Atlas Capital Advisors Llc 0 −100,00 0
2025-06-23 NP IYE - iShares U.S. Energy 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 83 321 1,09 3 295 −31,09
2025-06-24 NP FSGRX - Franklin Small Cap Growth Fund Class A 685 822 −3,63 27 117 −34,30
2025-08-06 13F Commonwealth Equity Services, Llc 15 516 −7,63 1
2025-08-14 13F UBS Group AG 383 797 −15,26 18 315 −20,85
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 770 54,00 37 44,00
2025-08-21 NP TVAFX - Thornburg Value Fund - Class A 116 126 −25,15 5 542 −30,09
2025-07-23 13F Louisiana State Employees Retirement System 32 800 0,92 1 565 −5,72
2025-08-14 13F T. Rowe Price Investment Management, Inc. 3 538 340 1,11 169 −5,62
2025-07-22 13F Gsa Capital Partners Llp 5 786 −4,49 0
2025-06-23 NP MLPIX - Mid-cap Value Profund Investor Class 86 −93,80 3 −96,25
2025-08-25 NP RSVIX - RBC Small Cap Value Fund Class I 1 830 −84,67 87 −85,74
2025-08-11 13F Hexagon Capital Partners LLC 0 −100,00 0
2025-08-08 13F Hartland & Co., LLC 448 366,67 21 425,00
2025-08-27 NP OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 5 530 −3,49 264 −9,93
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 746 096 5,37 29 501 −28,17
2025-08-12 13F XTX Topco Ltd 9 963 8,18 475 1,06
2025-08-28 NP New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES 10 684 4,48 510 −2,49
2025-08-14 13F Aventail Capital Group, LP 498 143 −0,74 23 771 −7,29
2025-05-23 NP OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 3 782 360,10 193 319,57
2025-07-17 13F Greenleaf Trust 5 693 −3,93 272 −10,26
2025-08-20 NP QLEIX - AQR Long-Short Equity Fund Class I 102 127 40,88 4 874 31,60
2025-08-26 NP IEO - iShares U.S. Oil & Gas Exploration & Production ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 104 588 −8,00 4 991 −14,07
2025-08-04 13F Atria Investments Llc 9 963 2,08 475 −4,62
2025-08-12 13F Corebridge Financial, Inc. 0 −100,00 0
2025-08-08 13F SBI Securities Co., Ltd. 114 −34,10 5 −37,50
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 74 844 5,73 3 219 −13,12
2025-04-28 NP LONAX - Longboard Alternative Growth Fund Class A 1 221 0,00 64 −13,70
2025-08-26 13F/A Thrivent Financial For Lutherans 994 713 −22,84 47 −27,69
2025-06-26 NP EMGRX - Nuveen Small Cap Select Fund Class A This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 54 094 51,15 2 139 3,04
2025-08-14 13F Sei Investments Co 182 555 28,85 8 711 20,34
2025-08-14 13F Vident Advisory, LLC 17 717 8,62 845 1,44
2025-07-22 13F IMC-Chicago, LLC Put 108 100 79,27 5 159 67,47
2025-07-29 13F Tweedy, Browne Co LLC 7 545 360
2025-07-22 13F IMC-Chicago, LLC Call 179 800 79,98 8 580 68,14
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 634 159 0,49 27 275 −17,42
2025-08-07 13F Axiom International Investors Llc /de 138 555 −9,93 6 612 −15,88
2025-08-04 13F Strs Ohio 46 991 −59,18 2 242 −61,88
2025-08-14 13F Jacobs Levy Equity Management, Inc 108 339 −7,82 5 170 −13,91
2025-07-28 13F Bayforest Capital Ltd 13 680 636,28 653 593,62
2025-08-15 NP PENNX - Royce Pennsylvania Mutual Fund Investment Class 78 447 4,37 3 743 −2,50
2025-08-05 13F State Of Michigan Retirement System 28 000 0,72 1 336 −5,92
2025-08-13 13F Baird Financial Group, Inc. 63 888 −43,92 3 049 −47,63
2025-08-15 13F United Services Automobile Association 0 −100,00 0
2025-08-14 13F Farringdon Capital, Ltd. 4 971 237
2025-08-06 13F Golden State Wealth Management, LLC 0 −100,00 0 −100,00
2025-07-31 13F Peterson Wealth Services 62 154 3,37 2 966 −3,42
2025-08-14 13F Frontier Capital Management Co Llc 697 649 −1,02 33 292 −7,55
2025-07-22 NP GUSA - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 3 874 0,16 167 −17,82
2025-06-25 NP FENY - Fidelity MSCI Energy 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 96 673 −3,05 3 822 −33,91
2025-08-14 13F Parallax Volatility Advisers, L.P. Put 5 500 0,00 262 −6,43
2025-08-28 NP Dividend & Income Fund 110 000 0,00 5 249 −6,58
2025-08-13 13F State Board Of Administration Of Florida Retirement System 31 788 −1,94 1 517 −8,45
2025-07-07 13F Delphi Management Inc /ma/ 22 380 −3,96 1 0,00
2025-08-06 13F First Eagle Investment Management, LLC 282 290 −12,56 13 471 −18,33
2025-05-07 13F Kapitalo Investimentos Ltda 0 −100,00 0
2025-07-08 13F Nbc Securities, Inc. 15 896 113,40 1
2025-08-14 13F Mpwm Advisory Solutions, Llc 1 206 0,08 58 −6,56
2025-08-27 NP Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 44 887 −3,67 2 142 −10,00
2025-06-24 NP FKASX - Federated Kaufmann Small Cap 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 245 000 0,00 9 687 −31,83
2025-08-14 13F Parallax Volatility Advisers, L.P. Call 45 000 −46,43 2 147 −49,97
2025-06-26 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 939 0,00 37 −31,48
2025-08-28 NP TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 2 552 −12,33 122 −18,24
2025-07-16 13F Amarillo National Bank 0 −100,00 0
2025-07-29 13F Regions Financial Corp 5 079 8,66 242 1,68
2025-08-04 13F Creative Financial Designs Inc /adv 18 0,00 1
2025-08-26 NP QLMSIX - ClearBridge Variable Small Cap Growth Portfolio Class I This fund is a listed as child fund of Clearbridge, 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 116 700 0,00 5 569 −6,61
2025-08-12 13F Ensign Peak Advisors, Inc 42 023 −1,87 2 005 −8,32
2025-07-07 13F Wesbanco Bank Inc 35 994 75,63 1 718 63,99
2025-08-14 13F Point72 Asset Management, L.P. Put 11 300 0,00 539 −6,59
2025-07-21 13F Quent Capital, LLC 0 −100,00 0
2025-08-26 NP FCG - First Trust Natural Gas 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 220 079 −2,07 10 502 −8,53
2025-06-26 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 20 404 2,20 807 −30,34
2025-08-19 NP Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 8 772 0,00 419 −6,70
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 914 −64,44 44 −67,18
2025-08-29 NP NORTHERN LIGHTS FUND TRUST II - Hodges Small Intrinsic Value Fund Retail Class Shares 18 400 878
2025-08-13 13F Northwestern Mutual Wealth Management Co 14 656 −14,06 699 −19,75
2025-08-07 13F Montag A & Associates Inc 40 0,00 2 −50,00
2025-06-26 NP FRMPX - Nuveen Small Cap Growth Opportunities Fund Class A This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 58 461 28,27 2 312 −12,56
2025-07-29 NP IVOO - Vanguard S&P Mid-Cap 400 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 172 556 5,86 7 422 −13,01
2025-06-26 NP TRDFX - Steward Small-Mid Cap Enhanced Index Fund Class A 5 870 0,00 232 −31,76
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class 24 200 0,00 1 155 −6,63
2025-07-29 NP JSJIX - Small Cap Growth Fund Class NAV 71 040 −15,23 3 055 −30,35
2025-08-06 13F Vestmark Advisory Solutions, Inc. 10 690 170,70 510 153,73
2025-08-14 13F Gotham Asset Management, LLC 4 215 201
2025-08-26 NP IWS - iShares Russell Mid-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 171 110 0,50 8 165 −6,13
2025-08-12 13F Jpmorgan Chase & Co 1 593 329 −4,38 76 034 −10,69
2025-08-12 13F Jpmorgan Chase & Co Put 30 000 1 432
2025-07-08 13F Gallacher Capital Management LLC 11 826 564
2025-08-14 13F SWAN Capital LLC 25 1
2025-08-27 NP VANGUARD VARIABLE INSURANCE FUNDS - Equity Income 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 91 291 18,05 4 356 10,28
2025-08-26 NP TQSMX - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity 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 31 370 25,67 1 497 28,63
2025-07-29 13F Private Wealth Management Group, LLC 95 691,67 5
2025-08-18 NP PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 2 679 −7,14 128 −13,61
2025-05-15 13F Bayesian Capital Management, LP 0 −100,00 0
2025-08-28 NP SLGFX - SIMT Large Cap Index Fund Class F 2 500 0,00 119 −6,30
2025-08-01 13F James Investment Research Inc 52 722 −5,78 2 516 −12,00
2025-06-26 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 36 867 2,58 1 458 −30,09
2025-08-14 13F Winton Capital Group Ltd 113 900 5 435
2025-08-13 13F Arrowstreet Capital, Limited Partnership 107 423 5 126
2025-08-27 13F/A Squarepoint Ops LLC 298 320 3 970,96 14 236 3 706,15
2025-08-27 13F/A Squarepoint Ops LLC Call 4 800 −89,38 229 −90,08
2025-08-07 13F HighPoint Advisor Group LLC 8 782 0,62 419 17,04
2025-08-22 NP DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Growth VIP Class A 8 300 0,00 396 −6,60
2025-08-27 13F/A Squarepoint Ops LLC Put 16 900 −46,18 806 −49,75
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 3 848 −76,08 184 −77,71
2025-08-26 NP Profunds - Profund Vp Ultramid-cap 242 −15,38 12 −21,43
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Small Cap Stock Portfolio Class A 192 237 −6,26 9 174 −12,44
2025-07-23 NP CFMCX - Column Mid Cap Fund 3 516 0,00 151 −17,93
2025-06-24 NP FNCRX - Franklin Natural Resources Fund Class C 37 200 −34,85 1 471 −55,60
2025-08-07 13F Teachers Retirement System Of The State Of Kentucky 71 950 0,00 3 0,00
2025-05-23 NP IWF - iShares Russell 1000 Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 32 242 0,62 1 647 −8,60
2025-08-13 13F Cresset Asset Management, LLC 8 757 −13,24 418 −19,03
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class 6 636 −12,11 317 −17,92
2025-08-14 13F Susquehanna International Group, Llp 142 065 −27,45 6 779 −32,23
2025-07-29 13F Private Trust Co Na 211 −13,17 10 −16,67
2025-08-14 13F Susquehanna International Group, Llp Call 408 100 55,17 19 475 44,94
2025-06-25 NP WMLIX - Wilmington Large-Cap Strategy Fund Class I Shares 1 050 −8,70 42 −37,88
2025-08-14 13F Susquehanna International Group, Llp Put 476 900 47,19 22 758 37,48
2025-08-14 13F D. E. Shaw & Co., Inc. Call 70 500 34,03 3 364 25,20
2025-07-21 13F Barrett & Company, Inc. 50 0,00 2 0,00
2025-08-07 13F Meeder Asset Management Inc 86 13,16 4 33,33
2025-08-12 13F Essex Investment Management Co Llc 39 659 −0,80 1 893 −7,35
2025-08-14 13F D. E. Shaw & Co., Inc. 122 589 −36,63 5 850 −40,82
2025-08-14 13F D. E. Shaw & Co., Inc. Put 246 000 36,59 11 739 27,58
2025-07-29 NP SSMAX - Siit Small Mid Cap Equity Fund - Class A 127 752 −5,04 5 495 −21,97
2025-06-25 NP FNK - First Trust Mid Cap Value AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 28 352 −4,13 1 121 −34,64
2025-08-26 NP TLSTX - Stock Index Fund 1 395 −28,53 67 −33,33
2025-07-29 13F Burford Brothers, Inc. 27 543 7,66 1 314 0,54
2025-08-08 13F KBC Group NV 3 703 −28,03 0
2025-05-27 NP FESM - Fidelity Enhanced Small Cap ETF 77 613 9,73 3 965 −0,35
2025-08-07 13F Illinois Municipal Retirement Fund 18 263 75,15 872 63,72
2025-08-08 13F Mv Capital Management, Inc. 24 2 300,00 1
2025-08-28 NP OBSOX - Oberweis Small-Cap Opportunities Fund Investor Class 253 900 44,84 12 116 35,28
2025-07-23 13F Maryland State Retirement & Pension System 5 493 0,00 262 −6,43
2025-08-14 13F Polymer Capital Management (US) LLC 0 −100,00 0
2025-08-13 13F Carlson Capital L P 16 400 783
2025-06-26 NP DFEOX - U.s. Core Equity 1 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 231 829 −24,97 9 167 −48,85
2025-08-14 13F Janus Henderson Group Plc 586 468 496,27 27 987 463,44
2025-08-27 NP RYDEX VARIABLE TRUST - Energy Fund Variable Annuity 1 602 −12,65 76 −18,28
2025-05-23 NP EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB 700 0,00 36 −10,26
2025-07-15 13F Penn Davis Mcfarland Inc 30 000 0,00 1 432 −6,59
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 166 451 7,58 7 159 −11,60
2025-06-26 NP DFSVX - U.s. Small Cap 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 1 080 149 20,04 42 709 −18,16
2025-04-29 13F Pensionmark Financial Group, Llc 0 −100,00 0
2025-08-13 13F Walleye Trading LLC 0 −100,00 0 −100,00
2025-07-23 13F Bellevue Asset Management, Llc 74 0,00 4 0,00
2025-08-13 13F Natixis Advisors, L.p. 162 255 −2,00 8 −12,50
2025-08-18 13F Geneos Wealth Management Inc. 1 399 58,80 67 46,67
2025-05-07 13F Foundations Investment Advisors, LLC 0 −100,00 0
2025-08-25 NP TETAX - RBC Enterprise Fund A Shares 6 200 −39,39 296 −43,49
2025-08-29 NP DRLL - Strive U.S. Energy ETF 31 909 −2,07 1 523 −8,53
2025-07-25 NP FNDX - Schwab Fundamental U.S. Large Company Index ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 16 706 719
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 15 009 −38,01 716 −42,07
2025-08-08 13F Gts Securities Llc 9 805 −11,53 468 −17,49
2025-05-27 NP Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 0 −100,00 0 −100,00
2025-08-14 13F Smartleaf Asset Management LLC 838 −76,70 40 −77,90
2025-07-29 NP VENAX - Vanguard Energy 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 579 766 −6,65 24 936 −23,29
2025-05-29 NP AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I 40 546 2,18 2 071 −7,21
2025-08-08 13F Vestcor Inc 7 895 0,00 0
2025-07-31 13F Oppenheimer Asset Management Inc. 26 381 −4,29 1 259 −10,65
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 14 784 −77,27 705 −78,78
2025-05-15 13F Crestline Management, LP 0 −100,00 0
2025-05-15 13F Fieldview Capital Management, LLC 0 −100,00 0
2025-08-06 13F Legacy Wealth Managment, LLC/ID 42 110,00 2 100,00
2025-07-31 13F Smith Group Asset Management, LLC 6 721 −38,35 321 −42,45
2025-08-28 NP New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class 4 602 −4,90 220 −11,34
2025-04-21 13F ORG Partners LLC 0 −100,00 0
2025-08-08 13F/A Sterling Capital Management LLC 53 058 −4,83 2 532 −11,13
2025-08-27 NP HCEGX - The Growth Equity Portfolio HC Strategic Shares 268 0,00 13 −7,69
2025-08-29 NP NEFJX - Vaughan Nelson Small Cap Value Fund Class A 225 105 −6,17 10 742 −12,36
2025-07-22 NP GSSIX - Goldman Sachs Small Cap Value Fund Institutional 114 630 4,76 4 930 −13,90
2025-07-28 NP VMIDX - Mid Cap Index Fund 104 549 −4,34 4 497 −21,40
2025-04-10 13F Financial Management Professionals, Inc. 0 −100,00 0 −100,00
2025-08-14 13F Oberweis Asset Management Inc/ 253 900 44,84 12 116 35,28
2025-08-07 13F Hughes Financial Services, LLC 37 270,00 2
2025-07-29 NP SFYX - SoFi Next 500 ETF 883 51,20 38 23,33
2025-07-17 13F Janney Montgomery Scott LLC 0 −100,00 0
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 36 259 −0,83 1 730 −7,39
2025-08-25 NP MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class 52 693 −10,27 2 515 −16,20
2025-07-29 NP VRVIX - Vanguard Russell 1000 Value 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 58 495 9,14 2 516 −10,34
2025-08-20 NP WAMCX - Wasatch Ultra Growth Fund Investor Class shares This fund is a listed as child fund of Wasatch Advisors 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 154 876 −8,17 7 391 −14,23
2025-06-26 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 5 301 11,86 210 −23,72
2025-08-26 NP IWB - iShares Russell 1000 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 85 070 0,66 4 060 −5,98
2025-08-11 13F Intrust Bank Na 11 184 −7,19 534 −13,33
2025-07-25 13F Sequoia Financial Advisors, LLC 14 838 708
2025-08-27 NP BBTSX - Bridge Builder Tax Managed Small/Mid Cap Fund 58 602 5,77 2 796 −1,20
2025-08-14 13F Hrt Financial Lp 0 −100,00 0
2025-08-14 13F Man Group plc 138 781 −37,47 6 623 −41,60
2025-08-14 13F Treasurer of the State of North Carolina 185 819 85,92 9 60,00
2025-08-29 NP JAEYX - Mid Cap Index Trust NAV 45 541 −1,89 2 173 −8,35
2025-08-14 13F Webs Creek Capital Management LP 0 −100,00 0
2025-06-27 NP ESCQX - Embark Small Cap Equity Fund Retirement Class 37 611 7,45 1 487 −26,75
2025-05-07 13F Vista Private Wealth Partners. LLC 0 −100,00 0
2025-06-17 NP MMSMX - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 36 400 20,13 1 439 −18,10
2025-08-20 NP QCFIX - AQR CVX Fusion Fund Class I 94 4
2025-08-08 13F Fortis Group Advisors, LLC 14 311 714
2025-04-29 NP HSMNX - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 26 024 457,86 1 362 388,17
2025-08-13 13F Bridgewater Associates, LP 86 357 −35,50 4 121 −39,77
2025-08-12 13F Inscription Capital, LLC 5 000 0,00 239 −28,53
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 95 486 2,29 4 557 −4,47
2025-08-28 NP GMLGX - GuideMark(R) Large Cap Core Fund Service Shares 5 247 250
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 48 665 47,68 2 322 37,97
2025-08-26 NP Texas Capital Funds Trust - Texas Capital Texas Small Cap Equity Index ETF 1 431 −14,26 68 −20,00
2025-08-29 NP STXV - Strive 1000 Value ETF 427 −5,74 20 −13,04
2025-08-06 13F Penserra Capital Management LLC 16 576 6,46 1
2025-07-25 NP DEVLX - Delaware Small Cap Value Fund Class A 750 300 0,00 32 270 −17,83
2025-07-30 NP BFOR - Barron's 400 ETF 7 389 2,78 318 −15,69
2025-08-28 NP Amplify ETF Trust - Amplify Cash Flow Dividend Leaders ETF 10 635 1,56 508 −5,23
2025-07-28 NP NBMIX - Neuberger Berman Small Cap Growth Fund Investor Class 0 −100,00 0 −100,00
2025-06-27 NP GRPM - Invesco S&P MidCap 400 Equal Weight 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 213 467 −14,32 8 440 −41,59
2025-06-26 NP TILIX - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 4 805 0,00 190 −32,01
2025-08-14 13F DC Investments Management, LLC 43 721 0,00 2 086 −6,58
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 55 545 0,91 2 651 −5,76
2025-08-13 13F Loomis Sayles & Co L P 0 −100,00 0
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 2 571 6,02 123 −0,81
2025-08-26 NP BTSMX - Boston Trust SMID Cap Fund 226 407 −4,56 10 804 −10,85
2025-08-28 NP SSBIX - State Street Balanced Index Fund Class K 683 0,00 33 −5,88
2025-07-29 NP SEIAX - SIIT Multi-Asset Real Return Fund - Class A 3 350 −15,89 144 −30,77
2025-08-29 NP SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 10 827 0,00 517 −6,69
2025-07-24 13F Capital Advisors, Ltd. LLC 47 4 600,00 0
2025-07-25 13F Verdence Capital Advisors LLC 7 823 −11,47 373 −17,29
2025-06-18 NP REBYX - U.S. Small Cap Equity Fund Class Y 5 877 −52,27 232 −69,75
2025-08-29 NP NORTHERN LIGHTS FUND TRUST II - Hodges Small Cap Fund Retail Class Shares 175 000 0,00 8 351 −6,59
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 12 403 −77,98 592 −79,46
2025-07-29 13F William Blair Investment Management, Llc 487 675 −7,78 23 272 −13,87
2025-08-14 13F Fiduciary Trust Co 11 568 −3,38 552 −9,66
2025-06-26 NP OWTEX - Old Westbury Total Equity Fund 8 494 336
2025-08-06 13F Fox Run Management, L.l.c. 0 −100,00 0
2025-07-23 13F Tectonic Advisors Llc 20 782 992
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 418 090 54,58 16 531 5,38
2025-06-23 NP MDPIX - Mid-cap Profund Investor Class 427 24,13 17 −15,79
2025-08-13 13F Thornburg Investment Management Inc 116 952 −25,02 5 581 −93,00
2025-07-17 13F CWA Asset Management Group, LLC 18 279 29,86 872 21,28
2025-07-22 13F HFM Investment Advisors, LLC 9 350,00 0
2025-08-15 13F CI Private Wealth, LLC 22 235 12,94 1 061 5,57
2025-08-28 NP IJJ - iShares S&P Mid-Cap 400 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 233 305 −0,79 11 133 −7,33
2025-08-27 NP FAEQX - PFM Multi-Manager Domestic Equity Fund Institutional Class 546 −9,00 26 −13,33
2025-08-29 NP DGRW - WisdomTree U.S. Quality Dividend Growth Fund N/A 27 999 4 288,56 1 336 4 075,00
2025-07-15 13F Public Employees Retirement System Of Ohio 39 010 0,19 1 862 −6,44
2025-08-14 13F Utah Retirement Systems 6 300 0,00 301 −6,54
2025-08-27 NP STSNX - Sterling Capital Stratton Small Cap Value Fund A Shares 40 311 0,00 1 924 −6,61
2025-08-14 13F Alliancebernstein L.p. 2 544 020 −1,33 121 401 −7,84
2025-08-26 NP GFSYX - Strategic Alternatives Fund Institutional −42 −114,05
2025-09-08 13F Alternative Investment Advisors, LLC. 24 976 7,17 1 192 0,08
2025-08-08 13F Pnc Financial Services Group, Inc. 12 761 7,76 609 0,50
2025-08-29 NP NORTHERN LIGHTS FUND TRUST II - Hodges Fund Retail Class 200 000 0,00 9 544 −6,60
2025-08-11 13F Lummis Asset Management, LP 336 415 0,91 15 886 3,24
2025-08-26 NP PRSVX - T. Rowe Price Small-Cap Value 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 2 003 661 −0,28 95 615 −6,86
2025-06-24 NP SWSCX - Schwab Small-Cap Equity 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 39 715 0,00 1 570 −31,83
2025-04-28 NP TRSGX - T. Rowe Price Spectrum Moderate Growth Allocation 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 0 −100,00 0 −100,00
2025-04-28 NP PRSIX - T. Rowe Price Spectrum Conservative Allocation 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 0 −100,00 0 −100,00
2025-08-14 13F Xponance, Inc. 13 060 −8,98 623 −15,01
2025-08-14 13F Hancock Whitney Corp 59 835 33,97 2 855 25,16
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 32 777 0,00 1 564 −6,57
2025-04-28 NP TRPBX - T. Rowe Price Spectrum Moderate Allocation 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 0 −100,00 0 −100,00
2025-06-25 NP BKMC - BNY Mellon US Mid Cap Core Equity ETF 12 108 −33,34 479 −54,61
2025-05-19 NP Royce Value Trust Inc 0 −100,00 0 −100,00
2025-08-11 13F Rothschild Investment Llc 11 1 000,00 1
2025-08-14 13F Raymond James Financial Inc 380 280 −17,83 18 147 −23,25
2025-08-26 NP IUSV - iShares Core S&P U.S. 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 33 305 0,90 1 589 −5,75
2025-08-28 NP SFLO - VictoryShares Small Cap Free Cash Flow ETF 48 078 24,65 2 294 16,45
2025-07-30 13F Securian Asset Management, Inc 8 772 0,00 419 −6,70
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 409 −0,73 21 −13,04
2025-07-28 NP IUS - Invesco RAFI(TM) Strategic US 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 3 346 0,63 144 −17,82
2025-07-08 13F Atwood & Palmer Inc 166 8
2025-08-26 NP PRDSX - T. Rowe Price QM U.S. Small-Cap Growth Equity 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 421 176 0,00 20 099 −6,59
2025-08-26 NP JDSCX - JPMorgan Small Cap Blend Fund Class I 232 964 2,13 11 117 −4,60
2025-08-05 13F American Capital Advisory, LLC 8 0
2025-06-25 NP PESPX - BNY Mellon Midcap Index Fund, Inc. Investor Shares 56 193 −3,79 2 222 −34,43
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 2 649 80,45 105 22,35
2025-08-28 NP WFIVX - Wilshire 5000 Index Fund Investment Class 583 0,00 28 −6,90
2025-07-23 NP CFSLX - Column Small Cap Fund 8 335 −51,95 358 −60,53
2025-08-13 13F Guggenheim Capital Llc 4 614 −7,79 220 −13,73
2025-06-26 NP TMAAX - Thrivent Moderately Aggressive Allocation Fund Class A 34 608 −35,97 1 368 −56,36
2025-05-27 NP VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 24 557 −12,19 1 255 −20,28
2025-08-13 13F Townsquare Capital Llc 0 −100,00 0
2025-08-06 13F Innealta Capital, Llc 4 883 233
2025-07-09 13F Massmutual Trust Co Fsb/adv 554 93,03 26 85,71
2025-08-14 13F State Street Corp 4 629 436 −2,06 220 917 −8,52
2025-07-29 NP CSMDX - Copeland SMID Cap Dividend Growth Fund Class I Shares 48 652 −11,32 2 093 −27,13
2025-07-28 13F Allianz Asset Management GmbH 0 −100,00 0
2025-08-20 NP QMHIX - AQR Managed Futures Strategy HV Fund Class I 15 052 464,80 718 381,88
2025-08-12 13F Ameritas Investment Partners, Inc. 22 608 −0,98 1 079 −7,55
2025-08-28 NP NANR - SPDR S&P North American Natural Resources 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 16 469 −8,67 786 −14,77
2025-08-12 13F LPL Financial LLC 98 741 21,64 4 712 13,60
2025-06-26 NP LSVQX - LSV Small Cap Value Fund Institutional Class Shares 93 700 19,15 3 705 −18,79
2025-08-26 NP GVIZX - Value Equity Index Fund Investor 371 0,00 18 −5,56
2025-05-27 NP RMEAX - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares 561 0,00 29 −9,68
2025-07-17 13F Oakworth Capital, Inc. 500 0,00 24 −8,00
2025-08-14 13F Altshuler Shaham Ltd 392 17,37 19 5,88
2025-05-28 NP THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A 18 628 −2,22 952 −11,20
2025-08-15 13F Great West Life Assurance Co /can/ 66 316 −2,76 3 0,00
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 14 969 −60,12 714 −62,75
2025-07-24 13F Jfs Wealth Advisors, Llc 53 −13,11 3 −33,33
2025-07-17 13F Wolff Wiese Magana Llc 300 0,00 14 −6,67
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 31 758 25,65 1 256 −14,33
2025-08-26 NP EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 10 611 1,80 506 −4,89
2025-08-08 13F Intech Investment Management Llc 5 758 275
2025-08-11 13F Vanguard Group Inc 14 679 275 8,64 700 495 1,48
2025-05-07 13F Integrated Investment Consultants, LLC 0 −100,00 0 −100,00
2025-08-14 13F Manufacturers Life Insurance Company, The 91 472 −5,30 4 365 −11,53
2025-07-15 13F SJS Investment Consulting Inc. 12 300,00 1
2025-08-13 13F Walleye Trading LLC Put 23 400 −54,83 1 117 −57,82
2025-06-23 NP UMPIX - Ultramid-cap Profund Investor Class 921 −26,85 36 −50,68
2025-07-28 13F Twin Tree Management, LP Put 100 000 65,29 4 772 54,43
2025-08-13 13F Walleye Trading LLC Call 90 300 215,73 4 309 194,93
2025-07-28 13F Twin Tree Management, LP Call 583 700 −29,70 27 854 −34,34
2025-08-11 13F GW&K Investment Management, LLC 1 685 938 −3,76 80 −10,11
2025-07-24 13F Ronald Blue Trust, Inc. 1 543 6,93 74 0,00
2025-08-08 13F Atlantic Trust, LLC 178 8
2025-07-29 NP VRNIX - Vanguard Russell 1000 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 18 004 6,32 774 −12,64
2025-08-04 13F Amalgamated Bank 53 231 −0,30 3 0,00
2025-06-26 NP DFUV - Dimensional US Marketwide Value ETF 107 782 0,00 4 262 −31,83
2025-07-22 13F Gf Fund Management Co. Ltd. 34 723 2,17 1 657 −4,61
2025-08-28 NP QCSTRX - Stock Account Class R1 487 862 29,19 23 281 20,67
2025-08-19 13F/A Pitcairn Co 8 220 −19,46 392 −24,76
2025-06-26 NP USMIX - Extended Market Index Fund 13 927 −1,91 551 −33,17
2025-07-07 13F Versant Capital Management, Inc 46 −82,38 2 −84,62
2025-07-25 NP USCRX - Cornerstone Moderately Aggressive Fund 2 642 0,00 114 −18,12
2025-08-12 13F Heartland Advisors Inc 153 460 14,66 7 323 7,11
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 8 694 43,09 344 −2,56
2025-05-27 NP FVHKV - Hedged Equity Portfolio Service Class 24 1
2025-08-27 NP CWSGX - Carillon Chartwell Small Cap Growth Fund Class Chartwell 15 950 51,52 761 41,71
2025-08-14 13F Quantinno Capital Management LP 26 711 38,94 1 275 29,74
2025-08-28 NP GMSMX - GuideMark(R) Small/Mid Cap Core Fund Service Shares 1 076 0,00 51 −5,56
2025-08-11 13F Citigroup Inc 64 728 −17,57 3 089 −23,01
2025-08-14 13F Brevan Howard Capital Management LP 114 835 146,19 5 480 129,92
2025-08-26 NP GEIZX - Growth Equity Index Fund Investor 0 −100,00 0 −100,00
2025-07-25 13F Oak Ridge Investments Llc 51 956 −4,64 2 479 −10,92
2025-08-11 13F Nikko Asset Management Americas, Inc. 17 196 −0,35 821 −6,92
2025-08-27 NP CSSAX - Carillon Scout Small Cap Fund Class A 55 839 −9,10 2 665 −15,11
2025-08-29 NP GWGIX - Amg Gw&k Small/mid Cap Fund Class I 115 894 −0,47 5 530 −7,04
2025-07-16 13F Brave Asset Management Inc 4 458 0,00 213 −6,61
2025-08-13 13F Fisher Asset Management, LLC 677 043 −13,19 32 309 −18,92
2025-08-25 NP MML SERIES INVESTMENT FUND - MML Small/Mid Cap Value Fund Initial Class 27 877 −0,55 1 330 −7,12
2025-08-26 NP IAXAX - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV 15 800 0,00 754 −6,69
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 88 540 10,55 3 808 −9,16
2025-08-15 NP RYVFX - Royce Small-Cap Value Fund Service Class 30 240 8,65 1 443 1,55
2025-05-27 NP IWP - iShares Russell Mid-Cap Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 53 322 2,41 2 724 −7,00
2025-08-29 NP FTMSX - Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares 9 620 0,00 459 −6,52
2025-08-26 NP DNLDX - BNY Mellon Active MidCap Fund Class A 19 106 −1,83 912 −8,35
2025-08-14 13F Tudor Investment Corp Et Al Call 53 600 160,19 2 558 143,06
2025-08-14 13F Tudor Investment Corp Et Al Put 29 600 60,87 1 413 50,21
2025-08-26 NP Delaware Vip Trust - Delaware Vip Small Cap Value Series Standard Class 303 920 1,22 14 503 −5,46
2025-08-13 13F Thomist Capital Management, LP 88 952 4 289
2025-08-14 13F Lazard Asset Management Llc 9 694 −72,57 0 −100,00
2025-07-29 NP IVOV - Vanguard S&P Mid-Cap 400 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 30 812 2,14 1 325 −16,03
2025-07-25 13F Griffin Asset Management, Inc. 0 −100,00 0
2025-08-04 13F Wolverine Asset Management Llc Put 33 500 51,58 1 599 41,54
2025-08-20 NP QHFRX - AQR MS Fusion HV Fund Class R6 504 24
2025-07-28 NP AVUQ - Avantis U.S. Quality ETF 3 692 159
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 135 476 2,52 6 465 −4,25
2025-08-15 13F/A Rakuten Securities, Inc. 57 −94,36 3 −96,08
2025-06-24 NP ESCKX - 1290 Essex Small Cap Growth Fund Class R 9 765 1,08 386 −31,07
2025-07-30 13F DekaBank Deutsche Girozentrale 13 288 0,00 1
2025-08-11 13F Madison Asset Management, LLC 221 000 0,00 10 546 −6,59
2025-08-11 13F Great Lakes Advisors, Llc 13 194 −1,76 630 −8,31
2025-08-11 13F Premier Fund Managers Ltd 7 721 −20,57 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 7 676 −7,83 366 −13,88
2025-08-12 13F Deutsche Bank Ag\ 97 368 2,61 4 646 −4,17
2025-06-26 NP TILVX - TIAA-CREF Large-Cap Value Index Fund Institutional Class 46 549 0,00 1 841 −31,83
2025-08-27 NP TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 4 988 −0,83 238 −7,03
2025-08-13 13F Russell Investments Group, Ltd. 124 033 0,92 5 919 −5,73
2025-06-20 NP JSMD - Janus Henderson Small/Mid Cap Growth Alpha ETF 48 711 22,79 1 926 −16,26
2025-07-28 NP AVLC - Avantis U.S. Large Cap Equity ETF 5 665 41,70 244 16,27
2025-05-28 NP LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 1 007 0,00 51 −8,93
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 36 233 9,75 1 729 2,55
2025-08-13 13F PineBridge Investments, L.P. 0 −100,00 0
2025-06-26 NP OWSMX - Old Westbury Small & Mid Cap Strategies Fund 208 173 −12,80 8 231 −40,55
2025-07-30 13F CORDA Investment Management, LLC. 32 771 0,00 1 564 −6,63
2025-07-28 NP VVSCX - Small Cap Value Fund 22 912 −27,11 985 −40,12
2025-08-06 13F Savant Capital, LLC 10 864 −17,84 518 −23,26
2025-06-25 NP ACWDX - AMG Managers LMCG Small Cap Growth Fund CLASS N SHARES 11 476 −10,86 454 −39,28
2025-05-15 13F/A Orion Portfolio Solutions, LLC 28 261 6,36 1 444 −3,41
2025-08-15 13F Captrust Financial Advisors 23 658 −42,51 1 129 −46,34
2025-07-29 13F Spirit Of America Management Corp/ny 9 000 0,00 429 −6,54
2025-08-26 NP GSCYX - SMALL CAP EQUITY FUND Institutional 34 100 3,02 1 627 −3,78
2025-08-29 NP JAVAX - James Aggressive Allocation Fund 5 000 0,00 239 −6,67
2025-08-15 13F Morgan Stanley 1 753 624 44,30 83 683 34,78
2025-08-26 NP EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB 97 376 −0,57 4 647 −7,14
2025-08-28 NP MSVIX - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares 1 873 −19,54 89 −24,58
2025-08-20 NP AQMIX - AQR Managed Futures Strategy Fund Class I 31 120 1 485
2025-08-14 13F/A Skopos Labs, Inc. 3 455 940,66 165 925,00
2025-08-11 13F Brown Brothers Harriman & Co 24 1
2025-08-12 13F Nuveen, LLC 822 777 17,70 39 263 9,93
2025-08-29 NP JASCX - James Small Cap Fund 11 181 0,00 534 −6,65
2025-08-13 13F F/M Investments LLC 106 281 29,99 5 072 21,40
2025-07-29 13F TFC Financial Management 0 −100,00 0
2025-08-05 13F Bank Of Montreal /can/ 27 028 −5,90 1 290 −12,13
2025-08-14 13F Quarry LP 556 −35,27 27 −39,53
2025-08-14 NP FLCGX - QUANTEX FUND Retail Class 86 13,16 4 33,33
2025-08-26 NP EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 27 831 0,00 1 328 −6,54
2025-08-06 13F Legacy Investment Solutions, LLC 42 133,33 2 100,00
2025-08-27 NP Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 46 383 −11,11 2 213 −16,99
2025-07-25 NP FNDB - Schwab Fundamental U.S. Broad Market Index ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 581 21,57 111 0,00
2025-08-14 13F Comerica Bank 69 431 6,41 3 313 −0,60
2025-08-14 13F Susquehanna Fundamental Investments, Llc 111 917 −54,01 5 341 −57,05
2025-08-22 NP Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 35 618 −1,29 1 700 −7,81
2025-08-26 NP VVIMX - Voya VACS Index Series MC Portfolio 3 502 −33,36 167 −37,69
2025-08-08 13F Alberta Investment Management Corp 0 −100,00 0
2025-08-12 13F Pathstone Holdings, LLC 243 177 4,70 11 604 −2,36
2025-07-29 NP LCIAX - Siit Large Cap Index Fund - Class A 4 300 0,00 185 −18,22
2025-08-20 NP QMFNX - AQR MS Fusion Fund Class N 455 22
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 5 206 −17,72 248 −23,22
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 300 892 6,42 11 897 −27,45
2025-07-25 13F Cwm, Llc 17 981 −6,04 1
2025-07-30 NP IUSCX - Fisher Investments Institutional Group U.S. Small Cap Equity Fund 40 0,00 2 −50,00
2025-03-31 NP DAACX - Diversified Equity Fund 633 0,00 37 12,50
2025-08-18 13F/A Kestra Investment Management, LLC 517 225,16 25 200,00
2025-07-29 13F Activest Wealth Management 120 0,84 6 −16,67
2025-08-05 13F Bryce Point Capital, LLC 0 −100,00 0
2025-07-21 13F Ameritas Advisory Services, LLC 614 29
2025-08-14 13F Caption Management, LLC Put 125 000 5 965
2025-06-26 NP DVRAX - MFS Global Alternative Strategy Fund A 1 500 9,25 59 −25,32
2025-06-26 NP AABFX - Thrivent Balanced Income Plus Fund Class A 3 666 4,65 145 −29,06
2025-08-14 13F Caption Management, LLC 31 250 1 491
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 10 474 −7,86 500 −13,97
2025-08-12 13F MAI Capital Management 1 726 13,85 82 6,49
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 416 220 0,75 16 457 −31,31
2025-08-08 13F Jupiter Asset Management Ltd 0 −100,00 0
2025-07-31 13F Shaker Investments Llc/oh 14 639 50,98 699 41,01
2025-08-13 13F Custom Index Systems, Llc 11 454 547
2025-08-27 NP SMCF - Themes US Small Cap Cash Flow Champions ETF 1 632 −20,31 78 −25,96
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 551 063 −1,50 23 701 −19,06
2025-07-28 NP EQAL - Invesco Russell 1000 Equal Weight 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 28 817 12,96 1 239 −7,19
2025-08-28 NP SPMD - SPDR(R) Portfolio Mid 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 526 690 2,56 25 134 −4,20
2025-07-28 NP MVV - ProShares Ultra MidCap400 4 401 −1,63 189 −19,23
2025-08-21 NP MXMDX - Great-West S&P Mid Cap 400 Index Fund Investor Class 53 046 −5,74 2 531 −11,97
2025-08-27 NP JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 132 824 0,21 6 338 −6,39
2025-08-27 NP RYEIX - Energy Fund Investor Class 2 570 −3,96 123 −10,29
2025-06-18 NP RTDAX - Multifactor U.S. Equity Fund Class A 1 878 0,00 74 −31,48
2025-08-26 NP NOSGX - Northern Small Cap Value Fund 89 596 −15,99 4 276 −21,53
2025-08-07 13F Sierra Ocean, Llc 54 3
2025-06-27 NP PRF - Invesco FTSE RAFI US 1000 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 18 931 7,19 749 −26,95
2025-08-06 13F SOUTH STATE Corp 60 200,00 3 100,00
2025-08-15 13F State of Tennessee, Treasury Department 51 838 −14,86 2 474 −20,48
2025-07-25 13F LRI Investments, LLC 114 22,58 5 25,00
2025-08-13 13F M&t Bank Corp 9 956 −30,58 475 −35,11
2025-08-27 NP Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 5 613 −42,03 268 −45,95
2025-07-29 NP VEVFX - Vanguard Explorer Value 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 99 534 −20,65 4 281 −34,81
2025-08-28 NP IJK - iShares S&P Mid-Cap 400 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 431 585 −5,44 20 595 −11,67
2025-07-28 NP MSLC - Morgan Stanley Pathway Large Cap Equity ETF 4 386 20,83 189 −0,53
2025-08-14 13F Recurrent Investment Advisors LLC 42 546 42,69 2 030 33,29
2025-06-26 NP JHSC - John Hancock Multifactor Small Cap ETF 45 208 −23,72 1 788 −48,01
2025-08-14 13F Stifel Financial Corp 106 738 15,15 5 094 7,56
2025-08-15 13F Northeast Financial Consultants Inc 22 842 0,70 1 090 −5,87
2025-08-14 13F Peak6 Llc Call 215 300 129,29 10 274 114,18
2025-06-27 NP GUSH - Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 3X Shares Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 3X Shares 91 307 −3,95 3 610 −34,52
2025-05-27 NP SBHVX - Segall Bryant & Hamill Small Cap Value Fund Institutional Class 0 −100,00 0 −100,00
2025-07-21 13F Copeland Capital Management, LLC 1 274 492 1,64 60 819 −5,07
2025-08-18 NP PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 3 937 −14,93 188 −20,76
2025-08-27 NP AAHYX - Thrivent Diversified Income Plus Fund Class A 1 389 −64,59 66 −67,00
2025-08-14 13F Peak6 Llc Put 16 500 −88,13 787 −88,92
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 24 217 8,69 958 −25,93
2025-08-26 NP CRIHX - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES 53 140 27,93 2 536 19,46
2025-07-25 13F Allspring Global Investments Holdings, LLC 187 253 43,32 9 269 38,82
2025-05-23 NP PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 21 0,00 1 0,00
2025-07-29 13F Mutual Of America Capital Management Llc 57 906 −3,04 2 763 −9,44
2025-08-13 13F Invesco Ltd. 413 923 −48,31 19 752 −51,72
2025-08-14 13F Silvercrest Asset Management Group Llc 2 085 394 −1,27 99 515 −7,78
2025-08-29 NP CVRD - Madison Covered Call ETF 19 000 0,00 907 −6,60
2025-08-22 NP FIMVX - Fidelity Mid 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 18 751 52,50 895 42,36
2025-08-12 13F TCTC Holdings, LLC 500 0,00 24 −8,00
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 7 371 317
2025-06-24 NP SNXFX - Schwab 1000 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 36 754 −0,06 1 453 −31,85
2025-08-14 13F Ameriprise Financial Inc 325 129 33,51 15 515 24,71
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 1 886 −11,04 90 −17,59
2025-08-26 NP TRMNX - T. Rowe Price Mid-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6 721 −1,85 321 −8,31
2025-08-13 13F ExodusPoint Capital Management, LP 44 831 −37,09 2 −33,33
2025-08-25 NP FTXN - First Trust Nasdaq Oil & Gas 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 37 422 −14,52 1 786 −20,17
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 9 826 15,14 469 7,34
2025-08-28 NP SPGM - SPDR(R) Portfolio MSCI Global Stock Market 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 2 572 2,88 123 −3,94
2025-05-23 NP NXTV - Simplify Next Intangible Value Index ETF 49 3
2025-06-26 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 636 42,60 25 0,00
2025-08-12 13F Proequities, Inc. 0 0
2025-08-26 NP PSOPX - JPMorgan Small Cap Value Fund Class I 83 631 −30,69 3 991 −35,27
2025-07-31 13F Nisa Investment Advisors, Llc 50 256 0,14 2 398 −6,44
2025-06-23 NP PMPRX - MidCap Value Fund I R-3 3 241 −0,37 128 −31,91
2025-08-04 13F Retirement Systems of Alabama 327 215 0,33 15 615 −6,29
2025-08-14 13F Ilex Capital Partners (UK) LLP 35 255 1 682
2025-08-13 13F Amundi 0 −100,00 0
2025-08-29 NP GWETX - AMG GW&K Small Cap Core Fund Class N 156 694 −4,86 7 477 −11,14
2025-08-15 13F Provenance Wealth Advisors, LLC 0 −100,00 0
2025-08-08 13F Kingsview Wealth Management, LLC 11 971 571
2025-05-02 13F Concord Wealth Partners 0 −100,00 0
2025-08-26 NP IWD - iShares Russell 1000 Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 266 222 −0,74 12 704 −7,28
2025-05-14 13F Caitlin John, LLC 0 −100,00 0
2025-08-15 NP RCPFX - Royce Capital Fund - Small-Cap Portfolio Investment Class 64 856 13,39 3 095 5,89
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 −100,00 0
2025-06-27 NP MIDU - Direxion Daily Mid Cap Bull 3X Shares 2 001 −24,15 79 −48,37
2025-08-13 13F Edgestream Partners, L.P. 26 734 −39,87 1 276 −43,86
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 7 435 0,00 294 −32,02
2025-07-28 NP AVMC - Avantis U.S. Mid Cap Equity ETF 5 021 14,37 216 −6,11
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 18 700 8,72 804 −10,67
2025-07-31 13F State of New Jersey Common Pension Fund D 43 198 19,24 2 061 11,41
2025-08-28 NP SMMD - iShares Russell 2500 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 27 133 4,19 1 295 −2,71
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 505 5,87 20 −29,63
2025-08-05 13F Simplex Trading, Llc Put 235 500 87,20 11 83,33
2025-08-05 13F Simplex Trading, Llc Call 115 700 2,75 6 0,00
2025-07-29 NP COPY - Tweedy, Browne Insider + Value ETF 4 713 145,85 203 102,00
2025-08-11 13F Covestor Ltd 3 330 62,84 0
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 700 0,00 30 −16,67
2025-07-11 13F Farther Finance Advisors, LLC 367 −30,75 18 −37,04
2025-07-14 13F Park Avenue Securities Llc 8 359 1,96 0
2025-07-28 NP AVIE - Avantis Inflation Focused Equity ETF 100 0,00 4 −20,00
2025-05-06 13F Readystate Asset Management Lp 0 −100,00 0 −100,00
2025-05-15 13F Texas Permanent School Fund 94 932 3 754
2025-05-30 NP SPWIX - Simt Small Cap Growth Fund Class I 8 439 −7,12 431 −15,66
2025-08-06 13F Rialto Wealth Management, LLC 4 −60,00 0
2025-08-13 13F Centiva Capital, LP 0 −100,00 0
2025-05-19 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class 33 948 −5,45 1 734 −14,12
2025-08-13 13F Jackson Creek Investment Advisors LLC 0 −100,00 0
2025-08-04 13F Emerald Advisers, Llc 6 238 67,19 298 56,32
2025-08-28 NP SSGSX - Victory Sycamore Small Company Opportunity Fund Class A 1 315 000 −4,01 62 752 −10,35
2025-08-14 13F Ubs Asset Management Americas Inc 322 991 62,23 15 413 51,52
2025-08-29 NP DON - WisdomTree U.S. MidCap Dividend Fund N/A 163 247 −1,30 7 790 −7,81
2025-08-27 NP RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 97 −16,38 5 −20,00
2025-08-12 13F Prudential Financial Inc 15 481 31,51 827 25,34
2025-07-25 NP CZMVX - Multi-Manager Value Strategies Fund Institutional Class 7 153 308
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 177 397 9,12 8 465 1,93
2025-08-13 13F Advisory Research Inc 19 745 107,86 942 94,23
2025-08-18 13F Wolverine Trading, Llc Put 42 100 22,03 2 030 16,53
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market 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 5 639 −4,33 269 −10,63
2025-08-26 NP IRMAX - Voya RussellTM Mid Cap Index Portfolio Class ADV 9 522 0,93 454 −5,61
2025-08-18 13F Wolverine Trading, Llc Call 65 900 −33,23 3 178 −36,27
Other Listings
US:MTDR 47,35 US$
DE:7MR 40,80 €
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