BTO0 Institutionellt ägande, köpare

Institutionellt ägande och fondägande - Köpare

Större innehavare som har öppnat nya positioner i Cadence Bank inkluderar Jupiter Asset Management Ltd, FCG Investment Co, BRSVX - Small-Cap Value Fund Class N, VisionPoint Advisory Group, LLC, FSMD - Fidelity Small-Mid Factor ETF, Cooper Financial Group, Mutual Advisors, LLC, Weiss Asset Management LP, USCAX - Small Cap Stock Fund Shares, SWSCX - Schwab Small-Cap Equity Fund, Glenmede Investment Management, LP, Savant Capital, LLC, Westwood Holdings Group Inc, Capital Fund Management S.a., OWTEX - Old Westbury Total Equity Fund, FORA Capital, LLC, Thoroughbred Financial Services, Llc, American Trust, Fiduciary Group LLC, och Brevan Howard Capital Management LP .

Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.

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Fil Datum	Källa	Investerare	Typ	Aktier	Δ Aktier (%)	Rapporterat värde (1000 USD)	Δ Värde (%)
2025-07-25	NP	PMSAX - Global Multi-Strategy Fund Class A		3 432	3,16	104	−6,36
2025-08-19	NP	NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio		89 086	2,26	2 849	7,72
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		84 202	1,02	2 464	−16,05
2025-08-14	13F	Ubs Asset Management Americas Inc		676 099	43,64	21 622	51,30
2025-08-15	NP	PSC - Principal U.S. Small-Cap Multi-Factor Index ETF		163 772	7,37	5 237	21,42
2025-08-26	NP	PENN SERIES FUNDS INC - Small Cap Value Fund		52 064		1 665
2025-08-28	NP	TPSC - Timothy Plan US Small Cap Core ETF		15 410	19,65	493	25,83
2025-08-26	NP	GFSYX - Strategic Alternatives Fund Institutional				281	−303,62
2025-07-22	13F	Wealthcare Advisory Partners LLC		34 682	64,42	1 109	73,28
2025-07-11	13F	Diversified Trust Co		41 940	0,35	1 341	5,76
2025-08-14	13F	BancorpSouth Bank		666 000	0,60	21 299	5,97
2025-06-26	NP	DCOR - Dimensional US Core Equity 1 ETF		14 352	29,12	420	7,16
2025-06-26	NP	PQCCX - PGIM QMA Mid-Cap Core Equity Fund Class R6		805	10,27	24	−8,00
2025-08-20	NP	QHFRX - AQR MS Fusion HV Fund Class R6	Short	−1 208		−39
2025-08-13	13F	Gamco Investors, Inc. Et Al		148 550	77,14	4 751	86,64
2025-07-18	13F	Cooper Financial Group		82 552		2 640
2025-08-14	13F	Susquehanna International Group, Llp		338 138	6,87	10 814	12,58
2025-07-29	13F	William Blair Investment Management, Llc		857 170	0,43	27 412	5,79
2025-08-12	13F	American Century Companies Inc		122 302	6,68	3 911	12,39
2025-08-08	13F	Thoroughbred Financial Services, Llc		10 413		0
2025-08-29	NP	MFUS - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF		789	8,68	25	13,64
2025-07-28	NP	QVMM - Invesco S&P MidCap 400 QVM Multi-factor ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		25 631	5,23	777	−3,84
2025-08-06	13F	Rialto Wealth Management, LLC		28		1
2025-06-26	NP	FSSLX - Fidelity Series Small Cap Core Fund		407 522	0,02	11 924	−16,85
2025-08-05	13F	BEAM Asset Management, LLC		43 743	0,08	1 399	5,43
2025-07-23	NP	CFSLX - Column Small Cap Fund		48 310	27,79	1 464	16,76
2025-08-14	13F	Bridgeway Capital Management Inc		115 133		3 682
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		263 458	9,95	7 983	0,47
2025-08-12	13F	Steward Partners Investment Advisory, Llc		63 696	2 696,14	2 037	2 850,72
2025-08-14	13F	Point72 Asset Management, L.P.		220 818		7 062
2025-08-08	13F	Geode Capital Management, Llc		4 664 361	2,50	149 182	7,95
2025-08-12	13F	Pathstone Holdings, LLC		34 588	9,20	1 106	14,49
2025-07-10	13F	NorthCrest Asset Manangement, LLC		27 997	0,52	971	14,79
2025-07-24	13F	IFP Advisors, Inc		0		31
2025-07-15	13F	Fortitude Family Office, LLC		50		2
2025-07-29	13F	Activest Wealth Management		160	240,43	5	400,00
2025-07-31	13F	State of New Jersey Common Pension Fund D		61 430	3,71	1 965	9,23
2025-07-25	13F	JustInvest LLC		22 976	12,21	735	18,20
2025-08-04	13F	Emerald Mutual Fund Advisers Trust		92 703		2 965
2025-09-03	13F	American Trust		10 269		328
2025-08-15	13F	Tower Research Capital LLC (TRC)		34 107	119,00	1 091	130,93
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		272 800	6,14	8 266	−3,03
2025-06-26	NP	USCAX - Small Cap Stock Fund Shares		43 166		1 263
2025-08-06	NP	LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class		58 248	0,72	1 863	6,10
2025-08-26	NP	NOSGX - Northern Small Cap Value Fund		156 896	18,41	5 018	24,74
2025-08-11	13F	Nomura Asset Management Co Ltd		1 870	47,24	60	55,26
2025-08-20	NP	QNZNX - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N		960	15,38	31	20,00
2025-08-07	13F	Americana Partners, LLC		6 300		201
2025-06-27	NP	SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1		20 701	2,56	606	−14,79
2025-08-14	13F	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.		190 255	8,88	6 084	14,68
2025-07-16	13F	FCG Investment Co		152 525		4 878
2025-07-22	13F	Net Worth Advisory Group		10 462	13,09	335	19,29
2025-08-08	13F	Jupiter Asset Management Ltd		522 143		16 698
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		843 034	3,79	26 960	9,34
2025-08-14	13F	Lazard Asset Management Llc		57 813	8,52	2	0,00
2025-08-05	13F	Bank of New York Mellon Corp		1 814 141	0,97	58 016	6,35
2025-08-25	NP	MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class		59 894	6,23	1 915	11,92
2025-06-26	NP	JHMM - John Hancock Multifactor Mid Cap ETF		59 559	33,74	1 743	56,23
2025-08-12	13F	Accredited Wealth Management, LLC		350	40,00	11	57,14
2025-06-27	NP	EBIT - Harbor AlphaEdge Small Cap Earners ETF		658	4,28	19	−13,64
2025-08-06	13F	BNP Paribas Asset Management Holding S.A.		2 022		0
2025-08-05	13F	State Of Michigan Retirement System		44 810	2,05	1 433	7,50
2025-06-26	NP	KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares		787	4,52	23	−11,54
2025-07-17	13F	Mustard Seed Financial, LLC		27 409	0,06	877	5,42
2025-08-12	13F	Northwestern Mutual Investment Management Company, Llc		41 613	1,97	1 331	7,43
2025-08-13	13F	First Trust Advisors Lp		2 587 221	11,49	82 739	17,44
2025-09-04	13F	Beacon Capital Management, Inc.		1		0
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		54 537	2,00	1 596	−15,25
2025-08-13	13F	Fiduciary Group LLC		9 935		318
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		1 845 048	2,57	53 986	−14,74
2025-08-26	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		1 686	9,69	54	15,22
2025-08-27	NP	JNL SERIES TRUST - JNL Mid Cap Index Fund (I)		210 579	0,53	6 734	5,90
2025-08-14	13F	Verition Fund Management LLC		242 460	15,18	7 754	21,31
2025-08-14	13F	Wells Fargo & Company/mn		121 090	59,27	3 872	67,76
2025-08-14	13F/A	Skopos Labs, Inc.		609	16,89	19	26,67
2025-06-26	NP	DFUV - Dimensional US Marketwide Value ETF		145 836	0,64	4 267	−16,33
2025-08-14	13F	Icon Wealth Advisors, LLC		3 480		111
2025-06-26	NP	ETTOX - E*TRADE No Fee Total Market Index Fund		13		0
2025-08-14	13F	Brevan Howard Capital Management LP		9 331		298
2025-05-29	NP	SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1		238	3,03	7	0,00
2025-08-28	NP	Elevation Series Trust - RiverNorth Patriot ETF		221		7
2025-08-07	13F	King Luther Capital Management Corp		126 150	0,56	4 034	5,93
2025-08-19	NP	Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1		14 193	1,83	454	7,09
2025-08-27	NP	RYKIX - Banking Fund Investor Class		7 928	4,99	254	10,48
2025-08-12	13F	Trexquant Investment LP		282 328	170,90	9 029	185,34
2025-08-13	13F	EverSource Wealth Advisors, LLC		2 252	126,56	72	140,00
2025-06-26	NP	DXUV - Dimensional US Vector Equity ETF		3 027	36,97	89	14,29
2025-08-08	13F	Mitsubishi UFJ Trust & Banking Corp		37 629		1 203
2025-06-26	NP	HSMAX - HARTFORD SMALL CAP VALUE FUND Class A		128 084	34,35	3 748	11,68
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		87 138	1,99	2 550	−15,23
2025-08-12	13F	Legal & General Group Plc		301 941	2,39	9 656	7,85
2025-08-06	13F	Savant Capital, LLC		23 817		762
2025-08-13	13F	FORA Capital, LLC		10 900		349
2025-08-14	13F	Quantinno Capital Management LP		7 261		232
2025-07-22	NP	DSMFX - Destinations Small-Mid Cap Equity Fund Class I		4 785	0,34	145	−8,86
2025-07-17	13F	Moody Lynn & Lieberson, Llc		6 934	0,27	222	5,74
2025-07-16	13F	Paragon Capital Management Ltd		6 840		219
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		5 879 593	1,49	188 029	6,90
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		25 486	121,08	39	90,00
2025-08-29	NP	NEFJX - Vaughan Nelson Small Cap Value Fund Class A		974 345	18,06	31 160	24,36
2025-08-14	13F	Sei Investments Co		87 593	67,15	2 801	76,16
2025-08-14	13F	Synovus Financial Corp		37 449	2,13	1 198	7,55
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A		43 883	1,98	1 403	7,43
2025-08-12	13F	LPL Financial LLC		151 473	0,71	4 844	6,09
2025-06-30	NP	OWLLX - CHANNING INTRINSIC VALUE SMALL-CAP FUND Institutional Class		6 548	14,38	192	20,89
2025-08-14	13F	Weiss Asset Management LP		46 000		1 471
2025-08-22	NP	VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class		9 680	7,27	310	13,19
2025-08-12	13F	Journey Strategic Wealth Llc		6 454		206
2025-08-13	13F	Gabelli Funds Llc		118 405	576,60	3 787	612,99
2025-08-13	13F	Norges Bank		2 227 472		71 235
2025-08-04	13F	Emerald Advisers, Llc		156 375		5 001
2025-08-26	NP	OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1 413 571	5,69	45 206	11,33
2025-08-08	13F	Police & Firemen's Retirement System of New Jersey		40 690	3,92	1 301	9,51
2025-08-08	13F	Commonwealth Of Pennsylvania Public School Empls Retrmt Sys		47 886	9,15	1 531	15,03
2025-08-22	NP	CVMC - Calvert US Mid-Cap Core Responsible Index ETF		1 305	3,90	42	7,89
2025-08-25	NP	MMGEX - MassMutual Select Small Cap Growth Equity Fund Class A		145 763	5,97	4 662	11,64
2025-06-27	NP	SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1		30 950	6,46	906	−11,53
2025-07-28	NP	AVLC - Avantis U.S. Large Cap Equity ETF		3 464	16,28	105	6,12
2025-08-15	13F	Captrust Financial Advisors		21 988	13,29	703	19,35
2025-08-14	13F	Graham Capital Management, L.P.		19 726	21,23	631	27,53
2025-08-26	NP	SDVY - First Trust SMID Cap Rising Dividend Achievers 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		2 077 572	1,77	66 441	7,20
2025-08-20	NP	QLFIX - AQR LSE Fusion Fund Class I	Short	−705		−23
2025-07-22	13F	HFM Investment Advisors, LLC		12	200,00	0
2025-08-12	13F	Prudential Plc		121 525	148,07	3 886	161,33
2025-08-26	NP	XJH - iShares ESG Screened S&P Mid-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		16 578	20,04	530	26,49
2025-08-14	13F	Vident Advisory, LLC		7 489		239
2025-08-12	13F	MAI Capital Management		41 694	0,02	1 333	5,38
2025-08-14	13F	Rafferty Asset Management, LLC		199 494	8,21	6 380	13,97
2025-06-17	NP	MMSMX - Multi-Manager U.S. Small Cap Equity Fund Class P Shares		24 097	16,57	705	−3,03
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		48 785	0,31	1 427	−16,60
2025-09-04	13F/A	Advisor Group Holdings, Inc.		1 442	24,42	46	31,43
2025-06-26	NP	FJACX - Fidelity Series Small Cap Discovery 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		513 383	17,22	15 022	−2,56
2025-08-14	13F	Raymond James Financial Inc		441 493	11,43	14 119	17,38
2025-08-14	13F	Riggs Asset Managment Co. Inc.		119		4
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		4 764	22,66	152	29,91
2025-08-13	13F	Mackenzie Financial Corp		673 304	71,38	21 532	80,53
2025-08-29	NP	DON - WisdomTree U.S. MidCap Dividend Fund N/A		437 592	0,88	13 994	6,26
2025-08-13	13F	Parkworth Wealth Management, Inc.		7	75,00	0
2025-08-01	13F	Academy Capital Management Inc/tx		20 950		670
2025-08-12	13F	CIBC Private Wealth Group, LLC		133 239	2 008,21	4 261	2 466,27
2025-08-29	NP	JAFVX - Strategic Equity Allocation Trust Series NAV		55 759	0,08	1 783	5,44
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		105 755	0,14	3 204	−8,48
2025-06-23	NP	PJARX - SmallCap Value Fund II R-3		378 041	16,39	11 061	−3,25
2025-08-13	13F	Shelton Capital Management		6 570		210
2025-08-26	NP	Profunds - Profund Vp Mid-cap Value		1 334	13,44	43	20,00
2025-08-12	13F	BlackRock, Inc.		18 183 639	1,59	581 513	7,01
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		2 870 820	1,55	91 809	6,97
2025-07-08	13F	Rise Advisors, LLC		821	0,98	26	8,33
2025-08-11	13F	WPG Advisers, LLC		88		3
2025-08-20	NP	WBCIX - William Blair Small-Mid Cap Core Fund Class I		39 339	7,04	1 258	12,83
2025-08-11	13F	Rothschild Investment Llc		450	73,08	14	100,00
2025-07-21	13F	Vaughan Nelson Investment Management, L.p.		2 896 820	19,89	92 640	126 804,11
2025-08-14	13F	Aquatic Capital Management LLC		19 528		625
2025-08-06	NP	LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class		138 004	2,75	4 413	8,24
2025-08-18	NP	PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P		25 161	83,58	805	93,27
2025-08-29	NP	JADMX - Small Cap Opportunities Trust NAV		17 565	43,76	562	51,62
2025-08-11	13F	Vanguard Group Inc		20 253 200	0,02	647 697	5,36
2025-08-14	13F	RMB Capital Management, LLC		75 000		2 398
2025-08-27	NP	Advanced Series Trust - Ast Small-cap Growth Portfolio		77 636	0,10	2 483	5,44
2025-08-13	13F	California Public Employees Retirement System		331 605	6,03	10 605	11,68
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		13 476	2,53	408	−6,21
2025-08-26	NP	JMEE - JPMorgan Market Expansion Enhanced Equity ETF		80 704	3,41	2 581	8,91
2025-07-23	13F	Louisiana State Employees Retirement System		52 400	1,95	1 676	7,37
2025-07-28	13F	Td Asset Management Inc		106 720	6,15	3 413	11,80
2025-08-20	NP	QLEIX - AQR Long-Short Equity Fund Class I	Short	−176 537	70,07	−5 646	79,15
2025-07-29	NP	SFYX - SoFi Next 500 ETF		3 396	22,38	103	10,87
2025-07-24	13F	Us Bancorp \de\		10 274	7,38	329	13,10
2025-08-06	NP	LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Channing Small Cap Value Fund Standard Class		86 555	233,75	2 768	333,18
2025-06-26	NP	DFAU - Dimensional US Core Equity Market ETF		32 571	6,73	953	−11,27
2025-06-26	NP	DFAT - Dimensional U.S. Targeted Value ETF		1 078 334	0,68	31 552	−16,31
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		66 147	5,87	1 935	−12,01
2025-08-20	NP	QMHIX - AQR Managed Futures Strategy HV Fund Class I	Short	−17 365	28,54	−555	35,37
2025-07-30	13F	Forum Financial Management, LP		7 055	6,94	226	12,50
2025-07-28	13F	Callahan Advisors, LLC		6 540		209
2025-08-14	13F	Price T Rowe Associates Inc /md/		153 152	5,11	5	0,00
2025-08-20	NP	QSPIX - AQR Style Premia Alternative Fund Class I	Short	−24 198	−7,73	−774	−2,89
2025-08-13	13F	Guggenheim Capital Llc		11 982	9,46	383	15,36
2025-08-13	13F	Arrowstreet Capital, Limited Partnership		276 276		8 835
2025-08-14	13F	Fmr Llc		16 498 937	0,55	527 636	5,91
2025-08-13	13F	Twin Peaks Wealth Advisors, LLC		319		11
2025-08-14	13F	Man Group plc		172 609	42,01	5 520	49,59
2025-07-25	13F	Hemington Wealth Management		207	16,95	0
2025-08-11	13F	HighTower Advisors, LLC		45 922	1,38	1 469	6,76
2025-07-09	13F	Massmutual Trust Co Fsb/adv		210	114,29	7	200,00
2025-07-25	NP	NTIAX - Columbia Mid Cap Index Fund Class A		156 393	1,11	4 739	−7,62
2025-06-30	NP	SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF		960		28
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		40 902		1 197
2025-07-30	NP	AUSF - Global X Adaptive U.S. Factor ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., 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		90 841	46,75	2 752	34,11
2025-08-13	13F	Invesco Ltd.		612 731	39,48	19 595	46,92
2025-08-12	13F	SRS Capital Advisors, Inc.		768		25
2025-08-07	13F	Teachers Retirement System Of The State Of Kentucky		171 606	2,37	5	0,00
2025-08-27	NP	Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A		10 376	0,74	332	6,09
2025-07-08	13F	Davis Investment Partners, LLC		6 606		221
2025-08-04	13F	Retirement Systems of Alabama		227 796	1,98	7 285	7,42
2025-08-26	NP	BRSVX - Small-Cap Value Fund Class N		100 033		3 199
2025-08-14	13F	Mercer Global Advisors Inc /adv		19 294	64,22	617	73,31
2025-08-15	13F	CI Private Wealth, LLC		24 894	0,06	796	5,43
2025-03-26	NP	FTLS - First Trust Long/Short Equity ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	Short	−14 929		−526
2025-08-14	13F	DRW Securities, LLC		13 459		430
2025-06-26	NP	FLKSX - Fidelity Low-Priced Stock K6 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		612 480	2,23	17 921	−15,02
2025-07-31	13F/A	Avion Wealth		104		0
2025-06-26	NP	DFSV - Dimensional US Small Cap Value ETF		681 434	7,13	19 939	−10,95
2025-08-07	13F	Zurcher Kantonalbank (Zurich Cantonalbank)		59 093	14,45	1 890	20,55
2025-06-23	NP	MDPIX - Mid-cap Profund Investor Class		675	24,54	20	0,00
2025-08-20	NP	QMFNX - AQR MS Fusion Fund Class N	Short	−1 089		−35
2025-05-29	NP	JAHBX - Small Cap Value Trust NAV		222 988	12,44	6 770	−0,92
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		1 002 857	0,13	30 387	−8,51
2025-08-13	13F	Natixis Advisors, L.p.		537 723	14,08	17	21,43
2025-08-13	13F	Healthcare Of Ontario Pension Plan Trust Fund		34 000		1 087
2025-08-14	13F	Point72 Asia (Singapore) Pte. Ltd.		3 085		99
2025-08-14	13F	D. E. Shaw & Co., Inc.		93 634		2 994
2025-08-08	13F	Principal Financial Group Inc		590 593	38,86	18 887	46,26
2025-07-25	13F	Allspring Global Investments Holdings, LLC		345 586	8,18	11 556	19,16
2025-05-15	13F	Texas Permanent School Fund		108 864		3 185
2025-08-25	13F/A	Neuberger Berman Group LLC		19 711	47,79	630	55,94
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		3 966	33,67	127	40,00
2025-08-27	NP	RMBKX - RMB Mendon Financial Services Fund Class A		75 000	50,00	2 398	50,63
2025-08-13	13F	Russell Investments Group, Ltd.		186 368	1,02	5 960	6,43
2025-08-14	13F	Aqr Capital Management Llc		1 012 519	32,39	32 380	42,08
2025-06-27	NP	XMVM - Invesco S&P MidCap Value with Momentum 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		94 944	0,10	2 778	−16,78
2025-08-14	13F	Principia Wealth Advisory, LLC		27	125,00	1
2025-08-15	13F	State of Tennessee, Treasury Department		78 927	5,67	2 524	11,34
2025-08-26	NP	IJH - iShares Core S&P Mid-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		4 826 225	2,05	154 343	7,49
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		16 431	7,67	525	13,39
2025-07-22	NP	GSC - Goldman Sachs Small Cap Core Equity ETF		56 754	6,06	1 720	−3,10
2025-08-04	13F	Hantz Financial Services, Inc.		593	111,03	0
2025-08-14	13F	Wellington Management Group Llp		14 095 421	4,55	450 772	10,13
2025-08-04	13F	Assetmark, Inc		127	176,09	4	300,00
2025-07-28	13F	New York State Teachers Retirement System		250 284	12,16	8	33,33
2025-08-06	13F	Eukles Asset Management		13 233	1,73	423	7,36
2025-06-26	NP	Thrivent Core Funds - Thrivent Core Small Cap Value Fund		150 008	16,06	4 389	−3,52
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		34 985	17,48	1 024	−2,39
2025-07-22	NP	GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF		23 411	0,62	709	−8,04
2025-06-25	NP	GCSIX - Goldman Sachs Small Cap Equity Insights Fund Institutional		67 543	1,44	1 976	−15,66
2025-07-28	13F	RFG Advisory, LLC		33 567	1,93	1 073	7,41
2025-08-07	13F	Campbell & CO Investment Adviser LLC		22 227		711
2025-07-29	NP	EBI - Longview Advantage ETF		16 934	1 913,56	513	1 800,00
2025-08-20	NP	RUSC - U.S. Small Cap Equity Active ETF		1 614		52
2025-07-29	NP	SMXAX - SIIT Extended Market Index Fund - Class A		29 431	8,48	892	−0,89
2025-08-18	NP	PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I		14 528	11,29	465	17,17
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		453 015	2,86	13 255	−14,49
2025-08-14	13F	Royal Bank Of Canada		45 273	8,93	1 448	14,65
2025-07-28	NP	SMDV - ProShares Russell 2000 Dividend Growers ETF		229 291	12,38	6 948	2,69
2025-06-26	NP	FSMD - Fidelity Small-Mid Factor 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		85 201		2 493
2025-07-28	NP	HDG - ProShares Hedge Replication ETF		239	11,68	7	0,00
2025-08-29	NP	JAFEX - Total Stock Market Index Trust NAV		2 938	0,20	94	4,49
2025-07-15	13F	Sheets Smith Wealth Management		18 040	2,64	577	8,07
2025-08-26	NP	EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K		16 742	1,81	535	7,21
2025-08-13	13F	Channing Capital Management, LLC		2 366 504		75 681
2025-07-23	13F	Klp Kapitalforvaltning As		37 828	8,61	1 219	14,37
2025-07-25	13F	Fifth Third Wealth Advisors LLC		6 377		204
2025-07-23	NP	CFSSX - Column Small Cap Select Fund		183 330	37,28	5 555	25,43
2025-06-25	NP	SDVD - FT Vest SMID Rising Dividend Achievers Target Income ETF		110 379	15,13	3 230	−4,30
2025-08-13	13F	Rsm Us Wealth Management Llc		8 700		281
2025-08-26	NP	SBHCX - Segall Bryant & Hamill Small Cap Core Fund Retail Class		37 482	12,06	1 199	18,03
2025-08-13	13F	New York State Common Retirement Fund		610 459	982,91	20	1 800,00
2025-08-21	NP	MXLSX - Great-West Loomis Sayles Small Cap Value Fund Investor Class		100 637	7,82	3 218	13,59
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		32 727	2,06	1 047	7,50
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		32 972	15,64	999	5,71
2025-08-26	NP	EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB		27 152	6,89	868	12,58
2025-08-14	13F	Mml Investors Services, Llc		7 176		0
2025-06-17	NP	GSEQX - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares		5 371	10,06	157	−8,19
2025-08-14	13F	Optiver Holding B.V.		1 365	3,88	44	10,26
2025-08-22	NP	VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class		4 006	4,60	128	10,34
2025-06-26	NP	DFAC - Dimensional U.S. Core Equity 2 ETF		379 605	2,27	11 107	−14,99
2025-08-13	13F	Arizona State Retirement System		53 331	1,74	1 706	7,17
2025-05-29	NP	TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund		454		14
2025-07-30	13F	Securian Asset Management, Inc		14 193	1,83	454	7,09
2025-08-26	NP	FDL - First Trust Morningstar Dividend Leaders 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		224 712	24,72	7 186	37,56
2025-07-14	13F	Farmers & Merchants Investments Inc		143	13,49	5	33,33
2025-06-26	NP	OWTEX - Old Westbury Total Equity Fund		13 962		409
2025-07-09	13F	VisionPoint Advisory Group, LLC		92 768		2 967
2025-08-11	13F	Universal- Beteiligungs- und Servicegesellschaft mbH		73 608	711,38	2 354	755,64
2025-08-20	NP	NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II		28 127	10,61	900	16,45
2025-08-20	NP	QCFIX - AQR CVX Fusion Fund Class I	Short	−253		−8
2025-08-14	13F	Mendon Capital Advisors Corp		75 000		2 398
2025-08-01	13F	Envestnet Asset Management Inc		65 352	5,97	2 090	11,59
2025-07-30	NP	FCTDX - Strategic Advisers Fidelity U.S. Total Stock 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		1 387 311	2,70	42 036	−6,16
2025-08-26	NP	VVICX - Voya VACS Index Series SC Portfolio		12 437	3,76	398	9,37
2025-08-27	NP	RYDEX VARIABLE TRUST - Banking Fund Variable Annuity		1 748	79,10	56	89,66
2025-06-25	NP	EKGAX - Wells Fargo Global Small Cap Fund (f/k/a Wells Fargo Global Opportunities Fund) Class A		30 219	38,76	884	15,40
2025-08-12	13F	Rhumbline Advisers		627 985	2,65	20 083	8,13
2025-08-14	13F	Glenmede Investment Management, LP		36 028		1 152
2025-08-28	NP	SPDG - SPDR Portfolio S&P Sector Neutral Dividend ETF		196	16,67	6	20,00
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		135 368	2,46	4 102	−6,37
2025-08-08	13F	Crossmark Global Holdings, Inc.		11 326	1,94	362	7,42
2025-07-29	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		10 494	5,14	318	−3,94
2025-07-29	13F	Nordea Investment Management Ab		101 585	1,56	3 266	8,83
2025-06-26	NP	FCPVX - Fidelity Small Cap Value 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		2 660 326	3,51	77 841	−13,95
2025-08-12	13F	Neo Ivy Capital Management		92 428	297,71	2 956	319,15
2025-08-13	13F	Capital Fund Management S.a.		17 544		561
2025-08-14	13F	Goldman Sachs Group Inc		3 414 709	20,61	109 202	27,05
2025-08-12	13F	Picton Mahoney Asset Management		19 798		1
2025-08-08	13F	Hartland & Co., LLC		522	7 357,14	17
2025-06-24	NP	TNVAX - 1290 GAMCO Small/Mid Cap Value Fund Class A		10 000	11,11	293	−7,59
2025-08-11	13F	Covestor Ltd		3 782	524,09	0
2025-08-14	13F	Axa S.a.		28 911		925
2025-07-24	13F	Ronald Blue Trust, Inc.		7 224	9,21	231	15,50
2025-08-14	13F	Bank Of America Corp /de/		770 940	35,81	24 655	43,05
2025-06-30	NP	PAMC - Pacer Lunt MidCap Multi-Factor Alternator ETF		11 164	55,55	327	82,12
2025-08-29	NP	JAGPX - Small Cap Stock Trust NAV		97 136	1,78	3 106	7,21
2025-08-08	13F	Pnc Financial Services Group, Inc.		7 699	16,42	246	23,00
2025-08-14	13F	Interval Partners, LP		179 664	10,37	5 746	16,25
2025-08-14	13F	Fayez Sarofim & Co		6 435		206
2025-07-25	13F	CBOE Vest Financial, LLC		128 107	27,98	4 097	34,78
2025-08-12	13F	Proequities, Inc.		0		0
2025-08-14	13F	Ameriprise Financial Inc		351 420	2,52	11 265	7,97
2025-08-20	NP	QMNIX - AQR Equity Market Neutral Fund Class I	Short	−106 639	141,73	−3 410	154,67
2025-07-29	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		16 191	6,09	491	−3,16
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		17 379	27,36	509	5,83
2025-08-26	NP	Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF		557		18
2025-08-11	13F	Principal Securities, Inc.		69	35,29	2	100,00
2025-07-30	NP	IUSCX - Fisher Investments Institutional Group U.S. Small Cap Equity Fund		119	5,31	4	0,00
2025-07-24	13F	Gilliland Jeter Wealth Management LLC		34 535	0,06	1 104	5,44
2025-07-25	13F	Oregon Public Employees Retirement Fund		38 174	2,41	1 221	7,87
2025-08-08	13F/A	Sterling Capital Management LLC		48 942	3,40	1 565	8,98
2025-07-30	13F	FNY Investment Advisers, LLC		800		0
2025-06-27	NP	RSSL - Global X Russell 2000 ETF		110 609	6,57	3 236	−11,42
2025-08-22	NP	CVLC - Calvert US Large-Cap Core Responsible Index ETF		2 153	7,17	69	13,33
2025-08-14	13F	Comerica Bank		76 123	0,33	2 434	5,69
2025-07-29	NP	GAAVX - GMO Alternative Allocation Fund Class VI	Short	−7 300	15,87	−221	6,25
2025-08-04	13F	Amalgamated Bank		81 778	0,18	3	0,00
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		914 966	9,75	27 723	0,29
2025-06-25	NP	FNX - First Trust Mid Cap Core AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		106 198	1,19	3 107	−15,89
2025-08-19	13F	State of Wyoming		23 376	28,17	748	35,08
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		341 942	1,81	10 361	−6,98
2025-07-29	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		38 678	6,60	1 172	−2,66
2025-08-01	13F	Bessemer Group Inc		644 359	4,65	21	11,11
2025-08-12	13F	Jpmorgan Chase & Co		856 262	50,58	27 383	58,62
2025-08-18	13F/A	Westwood Holdings Group Inc		22 456		718
2025-07-25	13F	Cwm, Llc		6 511	12,28	0
2025-08-04	13F	Strs Ohio		20 600	7,85	659	13,64
2025-07-28	13F	Mutual Advisors, LLC		52 155		1 899
2025-08-06	NP	LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class		202 183	5,49	6 466	11,12
2025-08-28	NP	ASQIX - Small Company Fund Investor 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		14 067	142,83	450	156,57
2025-08-18	13F/A	Kestra Investment Management, LLC		61		2
2025-07-02	13F	Howard Financial Services, Ltd.		25 502	0,92	816	6,26

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