MCG Institutionellt ägande, köpare - Mercury General Corporation

Institutionellt ägande och fondägande - Köpare

Större innehavare som har öppnat nya positioner i Mercury General Corporation inkluderar Goldentree Asset Management Lp, WWICX - Westwood Income Opportunity Fund C Class Shares, FJ Capital Management LLC, QASCX - Federated MDT Small Cap Core Fund Class A Shares, ASGCX - Allspring Global Long/Short Equity Fund Class C, Concentric Capital Strategies, LP, WWSMX - Westwood Quality Smidcap Fund Ultra Shares, IMC-Chicago, LLC, NOSGX - Northern Small Cap Value Fund, FELV - Fidelity Enhanced Large Cap Value ETF, CVY - Invesco Zacks Multi-Asset Income ETF, QASGX - Federated MDT Small Cap Growth Fund Class A Shares, American National Bank, Transcend Wealth Collective, Llc, Buckingham Strategic Partners, Merit Financial Group, LLC, Brevan Howard Capital Management LP, WSML - iShares MSCI World Small-Cap ETF, BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A, och WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio .

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 (%)
2025-08-12	13F	MAI Capital Management		42		3
2025-06-26	NP	ISCG - iShares Morningstar Small-Cap Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		3 477	3,76	193	14,97
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		34 830	2,25	2 345	23,16
2025-07-25	13F	Cwm, Llc		14 003	34,26	1
2025-07-25	NP	WSML - iShares MSCI World Small-Cap ETF		2 002		129
2025-08-07	13F	Allworth Financial LP		635	25,49	43	55,56
2025-08-13	13F	Northern Trust Corp		277 697	1,47	18 700	22,24
2025-08-18	13F/A	Westwood Holdings Group Inc		560 670	14,03	37 756	37,37
2025-07-28	NP	MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF		1 181	12,48	76	35,71
2025-07-07	13F	Versant Capital Management, Inc		203	6,84	14	30,00
2025-08-14	13F	Horizon Investments, LLC		27 168		1 829
2025-07-28	NP	VCSLX - Small Cap Index Fund		12 028	17,60	776	40,65
2025-08-06	13F	BNP Paribas Asset Management Holding S.A.		185		0
2025-08-14	13F	Ameriprise Financial Inc		140 141	3,66	9 437	24,89
2025-08-14	13F	Susquehanna International Group, Llp		108 149	66,22	7 283	100,28
2025-06-26	NP	DCOR - Dimensional US Core Equity 1 ETF		5 855	6,69	324	18,68
2025-08-14	13F	Dark Forest Capital Management Lp		41 911	13,35	2 822	36,59
2025-08-22	NP	VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class		610	14,45	41	41,38
2025-07-16	13F	State of Alaska, Department of Revenue		15 825	7,42	1
2025-08-12	13F	Nuveen, LLC		224 685	0,36	15 130	20,90
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		5 176	2,17	349	22,97
2025-08-14	13F	Citadel Advisors Llc		65 366	89,29	4 402	128,03
2025-08-01	13F	Bessemer Group Inc		158	110,67	0
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		22 378	45,06	1 240	32,20
2025-08-26	NP	EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB		31 616	1,64	2 129	22,50
2025-08-07	13F	Zurcher Kantonalbank (Zurich Cantonalbank)		4 436	0,50	299	21,14
2025-08-11	13F	HighTower Advisors, LLC		3 538		238
2025-08-14	13F	Tudor Investment Corp Et Al		29 639		1 996
2025-08-14	13F	Sei Investments Co		157 893	37,91	10 633	66,13
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		5 206	18,67	289	32,11
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		724	25,26	49	50,00
2025-08-07	13F	Illinois Municipal Retirement Fund		14 241	8,24	959	30,34
2025-07-16	13F	American National Bank		4 500		303
2025-08-13	13F	Federated Hermes, Inc.		56 161	1 737,13	3 782	2 124,12
2025-08-26	NP	NSIDX - Northern Small Cap Index Fund		12 435	0,17	837	20,78
2025-08-29	NP	DES - WisdomTree U.S. SmallCap Dividend Fund N/A		88 720	3,49	5 974	24,67
2025-03-27	NP	SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1		419	109,50	21	53,85
2025-08-29	NP	JAFEX - Total Stock Market Index Trust NAV		926	3,70	62	26,53
2025-08-29	NP	JAFVX - Strategic Equity Allocation Trust Series NAV		3 963	5,29	267	26,67
2025-06-20	NP	JSMD - Janus Henderson Small/Mid Cap Growth Alpha ETF		12 548	358,12	695	403,62
2025-08-28	NP	IWN - iShares Russell 2000 Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		238 522	9,30	16 062	31,68
2025-08-12	13F	Jpmorgan Chase & Co		162 648	79,12	10 953	115,80
2025-08-12	13F	Rhumbline Advisers		77 847	5,02	5 242	26,53
2025-08-22	NP	FELV - Fidelity Enhanced Large Cap Value ETF		7 174		483
2025-08-12	13F	Legal & General Group Plc		86 321	4,07	5 813	25,37
2025-08-14	13F	Lakewood Capital Management, Lp		158 218	61,09	10 654	94,06
2025-06-26	NP	KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares		111	6,73	6	20,00
2025-08-27	NP	BBVSX - Bridge Builder Small/Mid Cap Value Fund		13 055	18,28	879	42,69
2025-08-14	13F	D. E. Shaw & Co., Inc.		3 600		242
2025-08-14	13F	Bnp Paribas Arbitrage, Sa		85 566	55,73	5 762	87,63
2025-06-24	NP	BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF		9 483	11,53	526	24,11
2025-07-28	NP	RWJ - Invesco S&P SmallCap 600 Revenue ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		109 350	1,36	7 051	21,20
2025-08-14	13F	FJ Capital Management LLC		38 074		2 564
2025-07-24	13F	Ronald Blue Trust, Inc.		867	3,71	58	26,09
2025-08-29	NP	STXK - Strive Small-Cap ETF		842	3,44	57	24,44
2025-08-18	13F	Wolverine Trading, Llc		14 827	27,08	979	49,47
2025-08-08	13F	Vestcor Inc		1 360		0
2025-03-28	NP	HAPS - Harbor Corporate Culture Small Cap ETF		7 496	2,70	374	−24,34
2025-06-26	NP	DFUS - Dimensional U.S. Equity ETF		8 930	48,44	495	65,22
2025-06-26	NP	DFUV - Dimensional US Marketwide Value ETF		17 378	3,52	963	15,19
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		134 793	9,90	8 691	31,40
2025-08-13	13F	Jones Financial Companies Lllp		136	7,09	9	14,29
2025-08-12	13F	Public Sector Pension Investment Board		90 522	7,38	6 096	29,35
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		12 149	4,16	673	15,83
2025-08-07	13F	Los Angeles Capital Management Llc		14 035	27,36	945	53,41
2025-08-14	13F	PenderFund Capital Management Ltd.		421	68,40	28	−81,94
2025-08-27	NP	RYRUX - Russell 2000 2x Strategy Fund A-Class Shares		137	1,48	9	28,57
2025-08-14	13F	Price T Rowe Associates Inc /md/		26 222	6,23	2	0,00
2025-08-14	13F	Alliancebernstein L.p.		35 694	7,52	2 404	29,54
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		34 168	153,21	1 894	181,70
2025-08-05	13F	Bryce Point Capital, LLC		8 640		582
2025-08-14	13F/A	Barclays Plc		137 659	9,27	9	28,57
2025-08-06	13F	True Wealth Design, LLC		279	1,82	19	20,00
2025-06-30	NP	CVY - Invesco Zacks Multi-Asset Income ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		6 997		388
2025-08-06	13F	Cornerstone Investment Partners, LLC		3 500		236
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		38 757	10,60	2 499	32,29
2025-08-14	NP	FLMFX - MUIRFIELD FUND Retail Class		341		23
2025-07-31	13F	Quest Partners LLC		129	12 800,00	9
2025-08-14	13F	Rubric Capital Management LP		2 054 504	12,77	138 350	35,85
2025-08-14	13F	Fmr Llc		25 883	437,33	1 743	547,58
2025-08-22	NP	VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class		1 383	6,55	93	29,17
2025-08-07	13F	Meeder Asset Management Inc		1 642	82,44	111	120,00
2025-06-24	NP	QASCX - Federated MDT Small Cap Core 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		33 406		1 851
2025-03-28	NP	GCSIX - Goldman Sachs Small Cap Equity Insights Fund Institutional		36 342	4,41	1 811	−23,07
2025-07-15	13F	Fortitude Family Office, LLC		21		1
2025-08-13	13F	Arrowstreet Capital, Limited Partnership		584 561	0,07	39 364	20,55
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		2 119	59,32	117	48,10
2025-08-08	13F	SBI Securities Co., Ltd.		700	4,48	47	27,03
2025-08-26	NP	PSGIX - Blackrock Advantage Small Cap Growth 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		12 295	400,00	828	503,65
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		186 272	14,38	10 323	27,19
2025-08-26	NP	Profunds - Profund Vp Small-cap Growth		610	2,35	41	24,24
2025-08-12	13F	Prudential Financial Inc		63 899	27,90	4 303	54,08
2025-08-15	13F	State of Tennessee, Treasury Department		13 753	109,75	926	153,01
2025-08-07	13F	Parkside Financial Bank & Trust		28	180,00	2
2025-04-01	NP	XSMO - Invesco S&P SmallCap 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		138 484	40,54	6 902	3,57
2025-07-09	13F	Pallas Capital Advisors LLC		4 825	18,61	325	42,73
2025-07-28	NP	HDG - ProShares Hedge Replication ETF		35	9,38	2	100,00
2025-05-15	13F	Texas Permanent School Fund		37 219		2 063
2025-08-08	13F/A	Sterling Capital Management LLC		837	105,15	56	154,55
2025-08-14	13F	Group One Trading, L.p.		32 389		2 181
2025-08-12	13F	American Century Companies Inc		470 905	16,14	31 711	39,91
2025-06-24	NP	Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF		272	60,00	15	87,50
2025-08-14	13F	Ubs Asset Management Americas Inc		92 529	55,70	6 231	87,59
2025-08-11	13F	Annis Gardner Whiting Capital Advisors, LLC		12		1
2025-06-24	NP	QASGX - Federated MDT Small Cap Growth Fund Class A Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		4 888		271
2025-04-28	NP	SIXS - 6 Meridian Small Cap Equity ETF		16 708	4,00	901	−28,94
2025-04-22	NP	AFSM - First Trust Active Factor Small Cap 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		3 326	5,79	179	−27,82
2025-08-26	NP	IAK - iShares U.S. Insurance 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		25 286	6,08	1 703	27,78
2025-08-26	NP	Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF		262		18
2025-08-26	NP	EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB		4 350	13,67	293	37,09
2025-08-13	13F	EverSource Wealth Advisors, LLC		1 209	194,16	81	268,18
2025-07-31	13F	Buckingham Strategic Partners		3 416		230
2025-08-26	NP	MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio		11 519	47,70	776	78,16
2025-08-11	13F	Principal Securities, Inc.		130	465,22	9	700,00
2025-08-14	13F	Algert Global Llc		94 525	0,37	6	20,00
2025-07-22	13F	Bay Harbor Wealth Management, LLC		5	66,67	0
2025-08-14	13F	Brevan Howard Capital Management LP		3 086		208
2025-07-11	13F/A	Umb Bank N A/mo		90	12,50	6	50,00
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		272 239	2,35	15 087	13,81
2025-07-28	NP	AVSU - Avantis Responsible U.S. Equity ETF		656	7,36	42	31,25
2025-08-14	13F	Verition Fund Management LLC		37 757	1,86	2 543	22,68
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		3 062	8,93	170	20,71
2025-08-14	13F	Hancock Whitney Corp		8 422	100,38	567	142,31
2025-08-13	13F	Twin Peaks Wealth Advisors, LLC		76		6
2025-07-10	13F	Wealth Enhancement Advisory Services, Llc		9 821	42,95	661	72,14
2025-06-25	NP	WWSMX - Westwood Quality Smidcap Fund Ultra Shares		19 190		1 064
2025-06-30	NP	VT - Vanguard Total World Stock Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		17 372	11,80	963	24,29
2025-08-07	13F	Connor, Clark & Lunn Investment Management Ltd.		238 873	10,21	16 086	32,77
2025-06-30	NP	SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF		316		18
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		66 437	2,64	3 682	14,10
2025-07-22	13F	HFM Investment Advisors, LLC		5	150,00	0
2025-08-13	13F	Kilter Group LLC		4		0
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		890 305	2,21	59 953	23,13
2025-08-12	13F	LPL Financial LLC		7 150	1,63	481	22,39
2025-08-13	13F	Arizona State Retirement System		8 082	1,76	544	22,80
2025-08-29	NP	EZM - WisdomTree U.S. MidCap Fund N/A		14 915	3,19	1 004	24,41
2025-08-04	13F	Assetmark, Inc		7	250,00	0
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		1 372	6,85	76	20,63
2025-03-25	NP	FAD - First Trust Multi Cap Growth AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		4 386	0,97	219	−25,60
2025-08-14	13F	Balyasny Asset Management Llc		3 123		210
2025-07-24	13F	IFP Advisors, Inc		280	122,22	19	157,14
2025-08-06	13F	Rialto Wealth Management, LLC		3		0
2025-08-12	13F	Handelsbanken Fonder AB		3 358		0
2025-08-26	NP	EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA		7 600	68,89	512	103,59
2025-08-14	13F	Occudo Quantitative Strategies Lp		4 788		322
2025-08-08	13F	Islay Capital Management, Llc		15 705		1 058
2025-08-08	13F	Atlantic Trust, LLC		8		1
2025-08-12	13F	Proequities, Inc.	Put	0		0
2025-08-12	13F	Proequities, Inc.	Call	0		0
2025-06-26	NP	DXUV - Dimensional US Vector Equity ETF		1 857	43,62	103	59,38
2025-08-12	13F	Proequities, Inc.		0		0
2025-06-27	NP	SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1		3 042	2,53	169	14,29
2025-08-08	13F	Geode Capital Management, Llc		666 783	1,95	44 907	22,80
2025-08-01	13F	Transcend Wealth Collective, Llc		3 751		253
2025-07-29	NP	ISMD - Inspire Small/Mid Cap Impact ETF		6 334	11,91	408	33,77
2025-08-15	13F	Concentric Capital Strategies, LP		20 225		1 362
2025-07-28	NP	KBWP - Invesco KBW Property & Casualty Insurance 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		243 577	33,69	15 706	59,85
2025-08-11	13F	Royce & Associates Lp		28 354	32,12	1 909	59,22
2025-03-27	NP	WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio		651		32
2025-08-05	13F	NewSquare Capital LLC		13		1
2025-08-06	13F	Convergence Financial, LLC		8 354	101,16	563	142,24
2025-08-14	13F	Wells Fargo & Company/mn		24 859	0,70	1 674	21,39
2025-08-08	13F	Commonwealth Of Pennsylvania Public School Empls Retrmt Sys		6 826	7,29	460	29,30
2025-08-08	13F	Police & Firemen's Retirement System of New Jersey		6 166	8,27	415	30,50
2025-07-22	NP	FSCC - Federated Hermes MDT Small Cap Core ETF		773	436,81	50	600,00
2025-06-25	NP	WWICX - Westwood Income Opportunity Fund C Class Shares		73 702		4 085
2025-08-26	NP	JMEE - JPMorgan Market Expansion Enhanced Equity ETF		10 671	39,75	719	82,23
2025-07-24	13F	Jfs Wealth Advisors, Llc		53	1,92	4	50,00
2025-08-13	13F	Walleye Trading LLC	Call	11 000	54,93	741	86,87
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		1 048	7,60	71	29,63
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A		19 550	0,11	1 316	20,62
2025-07-28	NP	AVUV - Avantis U.S. Small Cap Value ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		391 896	18,66	25 269	41,87
2025-08-13	13F	Walleye Trading LLC	Put	21 100	1 306,67	1 421	1 610,84
2025-08-14	13F	Mariner, LLC		23 982	15,11	1 615	38,66
2025-08-12	13F	Steward Partners Investment Advisory, Llc		11 725	451,76	790	568,64
2025-03-27	NP	ASGCX - Allspring Global Long/Short Equity Fund Class C		26 547		1 323
2025-05-22	NP	IPSIX - Voya Index Plus SmallCap Portfolio Class I		27 906	56,11	1 560	31,23
2025-07-24	13F	Blair William & Co/il		3 251		219
2025-08-13	13F	Cerity Partners LLC		7 969		537
2025-08-14	13F	DG Capital Management, LLC		608 585	3,97	40 982	25,24
2025-08-14	13F	DG Capital Management, LLC	Call	380 200	10,81	25 603	33,49
2025-08-28	NP	CPAI - Counterpoint Quantitative Equity ETF		28 899	121,08	1 946	180,40
2025-06-26	NP	ETTOX - E*TRADE No Fee Total Market Index Fund		7		0
2025-08-08	13F	Hartland & Co., LLC		5		0
2025-08-12	13F	XTX Topco Ltd		6 776		456
2025-08-26	NP	Profunds - Profund Vp Small-cap		62	3,33	4	33,33
2025-08-26	NP	TRSYX - T. Rowe Price Small-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		2 488	12,53	168	35,77
2025-06-26	NP	DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		12 207	8,12	677	20,28
2025-08-19	NP	NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio		9 387	3,01	632	24,17
2025-07-22	13F	Merit Financial Group, LLC		3 407		229
2025-08-12	13F	O'shaughnessy Asset Management, Llc		26 119	277,99	1 759	355,44
2025-08-13	13F	Panagora Asset Management Inc		29 749	0,14	2 003	20,66
2025-08-12	13F	Jefferies Financial Group Inc.		57 373	231,71	3 863	299,90
2025-06-26	NP	DFAU - Dimensional US Core Equity Market ETF		13 394	36,10	742	51,43
2025-08-15	NP	Royce Value Trust Inc		26 467	36,31	1 782	64,24
2025-08-18	NP	PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I		7 088	4,91	477	26,53
2025-08-26	NP	FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF		1 771	8,78	119	30,77
2025-08-28	NP	CPAEX - Counterpoint Tactical Equity Fund Class A Shares		11 100	176,39	747	196,43
2025-07-29	NP	EBI - Longview Advantage ETF		2 228	3 128,99	144	4 666,67
2025-08-04	13F	Hantz Financial Services, Inc.		4		0
2025-08-14	13F	Comerica Bank		12 129	0,03	817	20,53
2025-08-22	NP	FISVX - Fidelity Small Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		29 446	15,78	1 983	39,48
2025-08-26	13F/A	Thrivent Financial For Lutherans		19 550	0,11	1	0,00
2025-08-27	NP	ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2		8 791	0,35	592	20,86
2025-07-25	13F	Yousif Capital Management, Llc		9 873	0,04	665	20,51
2025-06-26	NP	SMMV - iShares Edge MSCI Min Vol USA 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		14 597	2,76	809	14,29
2025-07-14	13F	Counterpoint Mutual Funds LLC		39 999		2 694
2025-08-14	13F	State Of Wisconsin Investment Board		45 811	425,42	3 085	533,26
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		1 124		76
2025-08-12	13F	NDVR, Inc.		3 583		241
2025-08-14	13F	Goldentree Asset Management Lp		162 718		10 935
2025-06-26	NP	TSMOX - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class		75 260	209,00	4 171	175,07
2025-06-30	NP	PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		65 636	1,19	3 638	12,53
2025-06-26	NP	SMLF - iShares Edge MSCI Multifactor USA 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		18 175	39,76	1 007	55,40
2025-08-14	13F	Raymond James Financial Inc		56 438	164,43	3 801	218,52
2025-08-27	NP	SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1		891	3,85	60	25,53
2025-08-14	13F	Aqr Capital Management Llc		346 343	1,86	22 917	20,57
2025-08-27	NP	TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund	Short	−9 900	−21,24	−667	−5,13
2025-08-29	NP	JADMX - Small Cap Opportunities Trust NAV		3 856	9,98	260	32,82
2025-08-14	13F	Ieq Capital, Llc		50 020	60,69	3 368	93,56
2025-05-05	13F	Lindbrook Capital, Llc		260	3,17	15	−12,50
2025-03-25	NP	FYC - First Trust Small Cap Growth AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		44 658	27,46	2 226	−6,08
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		7 834	1,48	434	13,02
2025-08-26	NP	VVICX - Voya VACS Index Series SC Portfolio		1 875	6,05	126	28,57
2025-07-22	NP	GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF		11 663	22,07	752	46,02
2025-07-25	NP	CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class		68 832	8,28	4 438	29,46
2025-06-27	NP	RSSL - Global X Russell 2000 ETF		16 243	6,50	900	18,42
2025-08-27	NP	RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity		992	28,00	67	53,49
2025-06-25	NP	WQAUX - Westwood Quality AllCap Fund Ultra Shares		7 335	69,63	407	88,84
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		19 773	3,99	1 096	15,63
2025-08-14	13F	Jacobs Levy Equity Management, Inc		377 109	38,57	25 395	66,92
2025-08-14	13F	Federation des caisses Desjardins du Quebec		245	22,50	16	45,45
2025-08-27	NP	PIBAX - PGIM BALANCED FUND Class A		1 400	180,00	94	184,85
2025-08-06	NP	LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class		20 200	3,06	1 360	24,20
2025-07-24	NP	HSMNX - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class		26 184	14,51	1 688	36,90
2025-06-25	NP	FYT - First Trust Small 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		11 503	43,79	637	33,26
2025-08-14	13F	Capstone Investment Advisors, Llc		4 757		320
2025-07-08	13F	Nbc Securities, Inc.		29		0
2025-04-28	NP	SIXL - 6 Meridian Low Beta Equity Strategy ETF		12 434	4,62	671	−28,57
2025-08-26	NP	NOSGX - Northern Small Cap Value Fund		11 023		742
2025-08-14	NP	FLSPX - SPECTRUM FUND Retail Class		1 301	44,56	88	74,00
2025-08-20	NP	NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II		5 086	7,07	342	29,06
2025-06-27	NP	VAMO - Cambria Value and Momentum ETF		7 963	0,10	441	11,36
2025-05-27	NP	FECGX - Fidelity Small Cap Growth Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		2 067	1,87	116	−14,18
2025-06-26	NP	DFAT - Dimensional U.S. Targeted Value ETF		322 045	4,12	17 848	15,78
2025-07-22	13F	IMC-Chicago, LLC		13 435		905
2025-08-12	13F	Franklin Resources Inc		5 233	3,03	352	24,38
2025-09-04	13F/A	Advisor Group Holdings, Inc.		1 330	0,38	90	20,27
2025-08-14	13F	Quarry LP		553	1 052,08	37	1 750,00
2025-08-29	NP	MFUS - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF		667	8,81	45	29,41

DE:MCG / Mercury General Corporation - Institutionellt ägande - Köpare

Institutionellt ägande och fondägande - Köpare

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