DE:MHV / Equity LifeStyle Properties, Inc. - Institutionellt ägande - Köpare

Equity LifeStyle Properties, Inc.
DE ˙ DB ˙ US29472R1086
52,00 € 0,00 (0,00%)
2025-09-12
DELAT PRIS
Institutionellt ägande och fondägande - Köpare

Större innehavare som har öppnat nya positioner i Equity LifeStyle Properties, Inc. inkluderar FVD - First Trust Value Line Dividend Index Fund, MRGAX - MFS Core Equity Fund A, Midwest Trust Co, Gabelli Funds Llc, CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class, ELCV - Eventide High Dividend ETF, LPRE - Long Pond Real Estate Select ETF, Novem Group, Fairtree Asset Management (Pty) Ltd, Lido Advisors, LLC, GLNAX - MFS Global New Discovery Fund A, Wiley Bros.-aintree Capital, Llc, Arkhouse Management Co. LP, Diversify Advisory Services, LLC, MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class, Guardian Variable Products Trust - Guardian All Cap Core VIP Fund, CLSE - Convergence Long/Short Equity ETF, Savant Capital, LLC, Symphony Financial, Ltd. Co., och Gamco Investors, Inc. Et Al .

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 Genomsnittligt pris
(beräknat)		 Aktier Δ Aktier
(%)		 Rapporterat
värde
(1000 USD)		 Δ Värde
(%)		 Portföljallokering
(%)
2025-08-08 13F Larson Financial Group LLC 272 455,10 17 433,33
2025-08-12 13F HGI Capital Management, LLC 47 474 2 928
2025-08-08 13F Cetera Investment Advisers 10 122 111,01 624 95,61
2025-08-27 NP JNL SERIES TRUST - JNL/Mellon Real Estate Sector Fund (A) 26 199 6,85 1 616 −1,22
2025-06-25 NP ILCV - iShares Morningstar Large-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 2 904 0,41 188 −0,53
2025-08-14 13F Lighthouse Investment Partners, LLC 182 269 11 241
2025-07-21 13F Copeland Capital Management, LLC 16 135 14,08 995 5,51
2025-07-31 13F Azzad Asset Management Inc /adv 16 173 5,12 997 −2,83
2025-06-26 NP UVALX - Value Fund Shares 169 600 85,76 10 987 83,87
2025-08-12 13F Tokio Marine Asset Management Co Ltd 5 859 2,52 361 −5,25
2025-08-29 NP MFUS - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 747 8,73 46 2,22
2025-07-29 13F Nordea Investment Management Ab 15 882 2,99 974 −5,99
2025-08-26 NP PRDMX - T. Rowe Price Diversified Mid-Cap Growth 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 43 900 4,28 2 707 −3,60
2025-08-27 NP RYFIX - Financial Services Fund Investor Class 1 679 9,03 104 0,98
2025-08-28 NP MMTM - SPDR S&P 1500 Momentum 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 421 289,81 26 257,14
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 213 866 2,58 13 189 −5,16
2025-06-26 NP BlackRock ETF Trust - BlackRock U.S. Industry Rotation 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 166 238,78 11 233,33
2025-08-08 13F Tortoise Investment Management, LLC 10 1
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 32 599 1,51 2 112 0,48
2025-08-19 13F State of Wyoming 388 24
2025-07-28 NP NBCR - Neuberger Berman Core Equity ETF 6 235 1,71 396 −5,71
2025-08-26 NP JHDRX - JPMorgan Hedged Equity 2 Fund Class R6 132 308 15,16 8 159 6,47
2025-08-14 13F Hrt Financial Lp 42 647 52,44 3 100,00
2025-08-28 NP New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class 6 299 0,99 388 −6,73
2025-07-22 NP GMVAX - Goldman Sachs Small/Mid Cap Value Fund Class A 24 635 26,76 1 566 17,57
2025-08-15 13F Tower Research Capital LLC (TRC) 9 113 8,89 562 0,54
2025-06-30 NP PAMC - Pacer Lunt MidCap Multi-Factor Alternator ETF 6 418 416
2025-08-01 13F Convergence Investment Partners, LLC 6 905 12,55 426 3,91
2025-08-14 13F/A Skopos Labs, Inc. 2 566 481,86 158 444,83
2025-05-05 13F Lindbrook Capital, Llc 743 34,60 50 36,11
2025-07-28 NP NBHAX - Neuberger Berman Equity Income Fund Class A 171 126 14,93 10 878 6,53
2025-07-24 NP BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL 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 351 22
2025-08-28 NP ONEV - SPDR Russell 1000 Low Volatility Focus 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 23 348 29,05 1 440 19,32
2025-07-25 NP USAWX - World Growth Fund Shares 35 400 86,32 2 250 72,68
2025-08-14 13F Perbak Capital Partners LLP 21 943 76,15 1 353 63,01
2025-08-13 13F Cerity Partners LLC 101 708 33,39 6 272 23,34
2025-06-23 NP PMPRX - MidCap Value Fund I R-3 376 463 33,73 24 387 32,36
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 56 963 2,03 3 690 0,99
2025-07-25 NP PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 183 15,82 12 10,00
2025-06-27 NP DALVX - Dunham Large Cap Value Fund Class A 23 939 9,83 1 551 8,70
2025-06-24 NP SWMCX - Schwab U.S. Mid-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 31 352 16,15 2 031 14,95
2025-07-29 13F Salomon & Ludwin, LLC 94 6
2025-08-05 13F Machina Capital S.a.s. 12 148 749
2025-08-22 NP Columbia Funds Variable Series Trust II - CTIVP - Victory Sycamore Established Value Fund Class 3 85 500 0,71 5 273 −6,89
2025-07-24 NP EUSA - iShares MSCI USA Equal Weighted 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 39 697 33,26 2 524 23,56
2025-08-07 13F Hughes Financial Services, LLC 8 0
2025-08-14 13F Heitman Real Estate Securities Llc 567 948 35 025
2025-06-17 NP GRASX - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares 50 832 34,64 3 293 33,28
2025-06-27 NP RITA - ETFB Green SRI REITs ETF 2 485 8,28 161 6,67
2025-08-05 13F Plato Investment Management Ltd 17 6,25 1 0,00
2025-07-30 NP RFFC - RiverFront Dynamic US Flex-Cap ETF 4 058 11,00 258 2,80
2025-08-08 13F Forsta Ap-fonden 25 000 1 542
2025-08-14 13F DRW Securities, LLC 4 111 254
2025-05-02 13F Retirement Planning Co of New England, Inc. 3 200 213
2025-07-29 NP PTL - Inspire 500 ETF 4 560 16,56 290 7,84
2025-08-26 NP AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 404 0,75 25 −7,69
2025-08-20 NP QLFIX - AQR LSE Fusion Fund Class I 25 2
2025-07-25 NP NTIAX - Columbia Mid Cap Index Fund Class A 162 807 0,80 10 350 −6,56
2025-08-11 13F Rothschild Investment Llc 55 3
2025-08-08 13F Crossmark Global Holdings, Inc. 14 009 1,67 864 −6,09
2025-08-12 13F Ci Investments Inc. 824 296 705,71 51 733,33
2025-08-14 13F Arkhouse Management Co. LP 8 200 506
2025-08-15 13F Captrust Financial Advisors 11 203 53,23 691 41,68
2025-06-26 NP FEQHX - Fidelity Hedged Equity Fund 3 972 19,39 257 18,43
2025-08-08 13F Vestcor Inc 41 895 1 266,44 3
2025-08-27 NP RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity 579 3,76 36 −5,41
2025-08-14 13F Wellington Management Group Llp 15 897 1,88 980 −5,77
2025-06-30 NP Two Roads Shared Trust - Hypatia Women CEO ETF 481 7,61 31 6,90
2025-07-09 13F Massmutual Trust Co Fsb/adv 629 1,62 39 −7,32
2025-05-14 13F Credit Agricole S A 5 184 0,90 346 0,88
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 91 253 0,67 5 628 −6,93
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 1 046 7,84 65 0,00
2025-06-25 NP FREL - Fidelity MSCI Real Estate 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 132 667 7,44 8 594 6,35
2025-08-12 13F WealthTrak Capital Management LLC 5 0
2025-08-28 NP SSBIX - State Street Balanced Index Fund Class K 1 170 3,54 72 −4,00
2025-08-25 NP MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class 7 335 452
2025-03-27 NP SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 885 103,45 58 90,00
2025-08-12 13F Franklin Resources Inc 778 336 0,75 48 000 −6,85
2025-08-25 13F/A Neuberger Berman Group LLC 762 712 0,78 47 036 −6,82
2025-06-27 NP AREA - Harbor AlphaEdge Next Generation REITs ETF 1 091 4,10 71 2,94
2025-08-13 13F GeoWealth Management, LLC 12 392 82,40 764 68,65
2025-08-01 13F Fjarde Ap-fonden /fourth Swedish National Pension Fund 56 039 25,54 3 50,00
2025-07-15 13F Fortitude Family Office, LLC 116 7
2025-07-22 13F UniSuper Management Pty Ltd 57 000 0,35 3 515 −7,21
2025-08-26 NP TMSL - T. Rowe Price Small-Mid Cap ETF 27 256 5,73 1 681 −2,27
2025-07-14 13F Farmers & Merchants Investments Inc 152 14,29 9 12,50
2025-07-15 13F Public Employees Retirement System Of Ohio 336 766 1,36 20 768 −6,28
2025-07-28 NP REGL - ProShares S&P MidCap 400 Dividend Aristocrats ETF 512 092 14,47 32 554 6,11
2025-07-29 NP SPRE - SP Funds S&P Global REIT Sharia ETF 115 604 3,50 7 349 −4,06
2025-08-14 13F Strategic Global Advisors, LLC 20 530 6,37 1 266 −1,63
2025-07-24 13F Standard Life Aberdeen plc 175 348 7,81 10 814 −0,32
2025-06-20 NP ABLD - Donoghue Forlines Yield Enhanced Real Asset ETF 3 805 140,67 246 138,83
2025-08-12 13F Financial Advocates Investment Management 5 543 342
2025-08-14 13F Federation des caisses Desjardins du Quebec 11 958 1 177,56 737 1 088,71
2025-08-12 13F CIBC Private Wealth Group, LLC 251 796,43 15 1 400,00
2025-08-28 NP Principal Diversified Select Real Asset Fund 1 200 20,00 74 12,12
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 195 477 4,03 12 426 −3,57
2025-07-17 13F Raleigh Capital Management Inc. 7 0
2025-08-06 13F Agf Management Ltd 47 272 18,63 2 915 9,71
2025-08-26 NP Profunds - Profund Vp Mid-cap Growth 873 8,85 54 0,00
2025-07-21 13F Kennebec Savings Bank 358 22
2025-04-10 13F Unigestion Holding SA 15 276 106,43 1 019 106,91
2025-08-06 13F Aew Capital Management L P 176 103 72,90 10 860 59,87
2025-08-14 13F Freestone Grove Partners LP 255 559 15 760
2025-07-25 NP URTH - iShares MSCI World 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 11 401 6,26 725 −1,50
2025-06-23 NP PPSFX - LargeCap Value Fund III R-3 4 591 9,28 297 8,39
2025-07-24 13F Ronald Blue Trust, Inc. 2 289 22,73 141 13,71
2025-07-25 NP SCHM - Schwab U.S. Mid-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 506 265 2,60 32 183 −4,90
2025-08-06 13F Andra AP-fonden 352 400 34,86 21 733 24,70
2025-07-23 13F Klp Kapitalforvaltning As 58 300 6,97 3 621 −1,07
2025-07-25 NP PRDAX - Diversified Real Asset Fund Class A 81 800 9,36 5 200 1,38
2025-07-14 13F Proathlete Wealth Management Llc 13 1
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 69 164 119,06 4 480 116,84
2025-08-15 13F Great West Life Assurance Co /can/ 404 685 5,49 25 −4,00
2025-08-15 13F Adelante Capital Management LLC 674 425 6,27 42 −2,38
2025-08-14 13F Holocene Advisors, LP 90 554 10,07 5 584 1,77
2025-07-25 13F Fifth Third Wealth Advisors LLC 5 709 1,30 352 −6,13
2025-08-13 13F Arrowstreet Capital, Limited Partnership 1 069 162 8,68 65 935 0,48
2025-08-14 13F Destination Wealth Management 3 791 1,61 234 −6,05
2025-07-25 13F Stephens Consulting, LLC 4 0
2025-07-29 13F Aware Super Pty Ltd as trustee of Aware Super 509 038 17,72 31 392 8,84
2025-07-25 13F Cwm, Llc 18 778 485,17 1
2025-05-22 NP IPMIX - Voya Index Plus MidCap Portfolio Class I 5 582 59,85 372 49,40
2025-07-22 13F DAVENPORT & Co LLC 7 681 0,08 474 −7,44
2025-07-24 13F Commerzbank Aktiengesellschaft /fi 7 754 114,67 0
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 129 303 13,07 7 974 4,55
2025-08-18 NP PACIFIC SELECT FUND - Hedged Equity Portfolio Class P 11 458 28,71 707 19,06
2025-08-13 13F NEOS Investment Management LLC 9 101 120,26 561 104,00
2025-07-29 NP CLSE - Convergence Long/Short Equity ETF 6 071 386
2025-08-08 13F Geode Capital Management, Llc 4 071 627 0,51 250 491 −7,13
2025-06-30 NP GLBL - Pacer MSCI World Industry Advantage ETF 5 25,00 0
2025-07-25 NP SCHH - Schwab U.S. REIT 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 1 169 241 6,71 74 329 −1,09
2025-08-14 13F Boothbay Fund Management, Llc 6 875 90,92 424 76,25
2025-07-18 13F Truist Financial Corp 24 783 8,51 1 528 0,33
2025-08-08 13F Jupiter Asset Management Ltd 341 881 12,56 21 084 4,07
2025-08-27 NP JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 2 259 89,99 139 75,95
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 9 417 50,31 1
2025-08-14 13F CIBC Asset Management Inc 84 280 969,41 5 198 889,90
2025-08-22 NP MIMPX - Global Strategist Portfolio Class I 96 5,49 6 −16,67
2025-08-14 13F Ancora Advisors, LLC 32 2
2025-07-28 NP VCGAX - Growth & Income Fund 3 771 54,55 240 43,11
2025-08-14 13F Horizon Investments, LLC 68 684 274 636,00 4 236 423 400,00
2025-06-27 NP AACRX - Strategic Allocation: Conservative Fund R 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 514 33
2025-08-26 NP TLRSX - Real Estate Securities Fund 16 200 10,96 999 2,67
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 8 360 9,91 542 8,85
2025-07-25 13F Ofi Invest Asset Management 9 782 0,45 514 −14,64
2025-06-24 NP SWLVX - Schwab U.S. Large-Cap Value Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6 036 2,13 391 1,30
2025-05-15 13F Rakuten Investment Management, Inc. 5 008 54,52 333 44,98
2025-07-31 13F Sumitomo Mitsui Trust Holdings, Inc. 583 400 3,50 35 978 −4,31
2025-06-26 NP FSMDX - Fidelity Mid Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 636 667 6,92 41 243 5,83
2025-08-14 13F Royal London Asset Management Ltd 1 771 803 1 520,38 109 267 1 398,24
2025-08-11 13F Bell Investment Advisors, Inc 44 120,00 3 100,00
2025-07-29 NP PBUS - Invesco PureBeta MSCI USA 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 24 556 20,61 1 561 11,82
2025-08-14 13F Norinchukin Bank, The 9 184 3,16 566 −4,55
2025-08-28 NP VETAX - Victory Sycamore Established Value Fund Class A 3 430 000 1,12 211 528 −6,51
2025-08-13 13F Gamco Investors, Inc. Et Al 4 857 300
2025-06-26 NP JHMM - John Hancock Multifactor Mid Cap ETF 72 979 1,81 4 728 0,77
2025-08-07 13F Meeder Asset Management Inc 176 128,57 11 100,00
2025-08-14 13F UBS Group AG 1 609 289 206,25 99 245 183,16
2025-06-25 NP FNY - First Trust Mid 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 7 760 503
2025-07-28 13F Moran Wealth Management, LLC 17 995 1,24 1 110 −6,41
2025-08-26 NP GREIX - Goldman Sachs Real Estate Securities Fund Institutional 23 704 1,85 1 462 −5,86
2025-08-14 NP FLCGX - QUANTEX FUND Retail Class 176 128,57 11 100,00
2025-08-14 13F Brevan Howard Capital Management LP 4 625 285
2025-08-28 NP IWR - iShares Russell 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 658 410 3,34 40 604 −4,46
2025-08-08 13F Intech Investment Management Llc 33 437 44,66 2 062 33,81
2025-08-26 NP TIREX - TIAA-CREF Real Estate Securities Fund Institutional Class 700 000 12,00 43 169 3,56
2025-05-27 NP Brighthouse Funds Trust I - Clarion Global Real Estate Portfolio Class A 161 269 70,63 10 757 70,89
2025-05-30 NP FLDZ - RiverNorth Patriot ETF 131 16,96 9 14,29
2025-08-26 NP SMIG - AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 344 104 131,77 21 221 114,30
2025-08-05 13F State Of Michigan Retirement System 46 000 0,66 2 837 −6,96
2025-08-13 13F Northwestern Mutual Wealth Management Co 797 5,28 49 −2,00
2025-08-11 13F United Capital Financial Advisers, Llc 4 964 24,01 306 14,61
2025-07-23 13F Louisiana State Employees Retirement System 53 800 0,56 3 318 −7,03
2025-08-07 13F Commerce Bank 8 835 3,03 545 −4,73
2025-08-21 NP MXREX - Great-West Real Estate Index Fund Investor Class 189 474 12,23 11 685 3,76
2025-07-29 NP VFTNX - Vanguard FTSE Social 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 100 028 0,78 6 359 −6,58
2025-08-08 13F Alberta Investment Management Corp 18 400 1 135
2025-08-18 13F/A National Bank Of Canada /fi/ 1 215 49,63 75 37,04
2025-07-08 13F Parallel Advisors, LLC 3 270 58,28 202 46,72
2025-07-08 13F Gallacher Capital Management LLC 3 506 216
2025-08-13 13F Ceredex Value Advisors LLC 794 928 1,36 49 023 −6,29
2025-08-14 13F Verition Fund Management LLC 253 703 143,26 15 646 124,91
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 10 081 624
2025-07-23 13F Sachetta, LLC 28 55,56 2 0,00
2025-07-30 13F Legacy Wealth Asset Management, LLC 3 967 0,84 245 −6,87
2025-06-25 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 1 631 106
2025-06-25 NP VRAI - Virtus Real Asset Income ETF 2 274 2,16 147 1,38
2025-08-12 13F YANKCOM Partnership 379 23
2025-07-29 NP CDGRX - Copeland Risk Managed Dividend Growth Fund Class A shares 6 713 11,68 427 3,40
2025-08-13 13F FORA Capital, LLC 9 414 39,26 581 28,89
2025-07-29 NP ESGV - Vanguard ESG U.S. Stock ETF 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 41 017 0,44 2 607 −6,89
2025-08-12 13F Pathstone Holdings, LLC 12 931 31,83 798 22,02
2025-08-14 13F Lombard Odier Asset Management (USA) Corp 3 835 237
2025-08-13 13F Renaissance Technologies Llc 679 800 91,55 41 923 77,11
2025-08-07 13F CENTRAL TRUST Co 1 155 3,12 71 −4,05
2025-08-14 13F Van Eck Associates Corp 90 292 3,61 6 0,00
2025-08-14 13F Mml Investors Services, Llc 5 580 6,18 0
2025-07-10 13F Exchange Traded Concepts, Llc 23 527 68,00 1 451 55,25
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial 75 440 14,87 4 652 6,21
2025-07-24 NP HSMNX - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 66 170 79,07 4 206 65,98
2025-08-11 13F Citigroup Inc 210 342 46,50 12 972 35,45
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 864 814 2,28 53 333 −5,43
2025-08-26 NP GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional 48 340 2,73 2 981 −5,00
2025-08-29 NP STXG - Strive 1000 Growth ETF 405 3,32 25 −7,69
2025-08-14 13F DoubleLine ETF Adviser LP 11 223 1,32 692 −6,23
2025-08-26 NP FVD - First Trust Value Line Dividend 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 589 196 36 336
2025-07-31 13F MQS Management LLC 9 431 30,17 582 20,29
2025-07-25 13F JustInvest LLC 13 780 12,63 850 4,04
2025-06-26 NP ERET - iShares Environmentally Aware Real Estate ETF 992 1,85 64 1,59
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 19 583 49,56 1 216 39,29
2025-07-29 NP Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 173 27,21 11 11,11
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 8 0
2025-08-14 13F Qube Research & Technologies Ltd 1 722 135 72,15 106 204 59,17
2025-06-25 NP WMMRX - Wilmington Real Asset Fund Class A Shares 15 496 0,96 1 004 −0,10
2025-06-26 NP REET - iShares Global REIT 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 464 751 3,04 30 107 1,98
2025-08-13 13F Bare Financial Services, Inc 56 1 020,00 3
2025-07-23 13F Charter Trust Co 103 323 58,39 6 372 46,43
2025-08-08 13F SG Americas Securities, LLC 13 902 14,69 1
2025-08-14 13F Farringdon Capital, Ltd. 8 629 10,37 532 2,11
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 31 215 0,54 1 925 −7,00
2025-05-29 NP VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I 202 900 29,71 13 533 29,90
2025-07-21 13F Cromwell Holdings LLC 22 1
2025-08-14 13F Toronto Dominion Bank 32 931 20,95 2 031 11,85
2025-08-14 13F Aqr Capital Management Llc 1 044 792 161,24 63 889 139,51
2025-08-26 NP JLPSX - JPMorgan U.S. Large Cap Core Plus Fund Class I 31 433 62,94 1 938 50,93
2025-08-22 NP MBAAX - Global Strategist Portfolio Class A Shares 660 5,94 41 −2,44
2025-08-25 NP PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Equity Income Account Class 1 128 953 0,60 7 953 −6,98
2025-07-16 13F Signaturefd, Llc 2 729 55,94 168 44,83
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 45 016 0,49 2 776 −7,06
2025-08-12 13F APG Asset Management N.V. 106 000 4,43 5 569 −11,15
2025-08-13 13F Lido Advisors, LLC 11 464 713
2025-06-26 NP ICF - iShares Cohen & Steers REIT 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 465 641 0,20 30 164 −0,82
2025-08-12 13F Charles Schwab Investment Management Inc 2 654 674 2,21 163 714 −5,49
2025-08-14 13F Worldquant Millennium Advisors Llc 186 951 7,98 11 529 −0,16
2025-07-28 13F Td Asset Management Inc 391 843 8,04 24 165 −0,11
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 127 845 7,39 8 282 6,29
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 87 412 1,30 5 663 0,27
2025-08-14 13F Treasurer of the State of North Carolina 88 541 2,51 5 0,00
2025-08-26 NP JDESX - JPMorgan U.S. Research Enhanced Equity Fund Class I 267 152 23,50 16 475 14,19
2025-08-27 NP JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) 21 681 15,93 1 337 7,22
2025-06-26 NP IMCG - iShares Morningstar 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 50 377 1,62 3 263 0,59
2025-06-26 NP PQCCX - PGIM QMA Mid-Cap Core Equity Fund Class R6 855 11,76 55 10,00
2025-06-30 NP INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Real Assets ESG 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 869 56
2025-08-12 13F Jpmorgan Chase & Co 4 724 515 12,24 291 363 3,77
2025-08-26 NP IYR - iShares U.S. Real Estate 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 568 485 9,44 35 058 1,19
2025-07-14 13F UMA Financial Services, Inc. 10 1
2025-06-27 NP ARYVX - Global Real Estate 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 74 984 4 857
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 110 529 3,22 6 816 −4,55
2025-06-25 NP IQSM - IQ Candriam ESG U.S. Mid Cap Equity ETF 19 685 2,08 1 275 1,03
2025-06-25 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 72 927 −1 054,92 4 724 −1 126,96
2025-07-30 NP REIT - ALPS Active REIT ETF 17 755 9,56 1 129 1,53
2025-06-26 NP DFGR - Dimensional Global Real Estate ETF 239 633 5,65 15 523 4,57
2025-08-05 13F Tredje AP-fonden 43 801 211,20 2 701 187,95
2025-08-12 13F Swiss National Bank 549 800 7,40 33 906 −0,69
2025-06-26 NP ELCV - Eventide High Dividend ETF 14 787 958
2025-08-08 13F National Pension Service 2 835 340,22 175 314,29
2025-07-21 13F J. Safra Sarasin Holding AG 36 614 152,61 2 258 133,64
2025-08-14 13F Toroso Investments, LLC 130 530 10,88 8 050 2,52
2025-08-13 13F Norges Bank 2 673 301 164 862
2025-08-18 13F/A Westwood Holdings Group Inc 229 092 23,17 14 128 13,88
2025-04-29 13F Chilton Capital Management Llc 0 0
2025-07-23 NP CFMCX - Column Mid Cap Fund 14 986 0,69 953 −6,67
2025-08-14 13F Ubs Asset Management Americas Inc 2 206 505 19,30 136 075 10,31
2025-08-07 13F Accent Capital Management, LLC 262 8
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 284 200 5,93 18 067 −1,81
2025-08-20 NP QMHIX - AQR Managed Futures Strategy HV Fund Class I 18 906 224,96 1 166 201,03
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 32 216 6,13 2 087 5,04
2025-07-24 NP NEOS ETF Trust - NEOS Real Estate High Income ETF 7 130 206,40 453 184,91
2025-08-06 13F True Wealth Design, LLC 68 4
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 64 085 2,59 4 151 1,54
2025-08-27 NP QCGLRX - Global Equities Account Class R1 188 398 6,09 11 619 −1,91
2025-08-28 NP SDY - SPDR(R) S&P(R) Dividend 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 2 236 304 7,69 137 913 −0,43
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 8 210 6,09 532 4,94
2025-07-30 13F Ethic Inc. 12 747 94,94 783 80,00
2025-08-13 13F Amundi 703 950 143,39 43 391 120,56
2025-08-14 13F BI Asset Management Fondsmaeglerselskab A/S 9 559 50,96 1
2025-08-26 NP Profunds - Profund Vp Mid-cap Value 685 11,93 42 5,00
2025-06-27 NP RNTY - YieldMax(TM) Target 12(TM) Real Estate Option Income ETF 1 152 75
2025-07-31 13F/A Avion Wealth 48 108,70 0
2025-08-14 13F Graham Capital Management, L.P. 16 157 276,88 996 249,47
2025-08-20 NP QHFRX - AQR MS Fusion HV Fund Class R6 42 3
2025-08-14 13F Sophron Capital Management L.P. 255 437 108,47 15 753 92,76
2025-07-22 NP GUSA - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 6 140 0,16 390 −7,14
2025-06-25 NP CFLGX - ClearBridge Tactical Dividend Income Fund Class A 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 128 432 76,83 8 320 75,03
2025-08-06 13F Savant Capital, LLC 5 508 340
2025-08-14 13F State Of Wisconsin Investment Board 114 204 12,61 7 043 4,11
2025-08-13 13F Gabelli Funds Llc 21 044 1 298
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 20 810 20,13 1 283 11,08
2025-06-26 NP DFREX - Dfa Real Estate Securities 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 997 961 3,53 64 648 2,47
2025-08-14 13F Xponance, Inc. 31 262 0,41 1 928 −7,18
2025-07-17 13F Janney Montgomery Scott LLC 171 005 473,36 11 900,00
2025-08-08 13F Atlantic Trust, LLC 39 34,48 2 100,00
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 29 364 2,44 1 867 −5,04
2025-08-13 13F EverSource Wealth Advisors, LLC 3 509 213,58 216 191,89
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Mid Cap Value Fund Class I 62 400 3,48 3 848 −4,33
2025-06-26 NP IMCB - iShares Morningstar 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 16 955 1,51 1 098 0,46
2025-08-14 13F Bank Of America Corp /de/ 2 227 360 53,58 137 361 42,00
2025-08-14 13F Algert Global Llc 68 523 1,84 4 0,00
2025-07-30 13F DekaBank Deutsche Girozentrale 60 917 1,61 4 0,00
2025-08-14 13F Snowden Capital Advisors LLC 3 994 248
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 72 138 5,88 4 449 −2,11
2025-08-14 13F Summit Trail Advisors, Llc 7 477 459
2025-06-26 NP ACWI - iShares MSCI ACWI ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 50 392 20,20 3 264 18,99
2025-08-13 13F Fairtree Asset Management (Pty) Ltd 12 477 769
2025-08-13 13F Mount Yale Investment Advisors, LLC 90 6
2025-08-04 13F Hantz Financial Services, Inc. 2 113 595,07 0
2025-07-25 NP SFREX - Schwab Fundamental Global Real Estate 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 3 513 1,74 223 −5,51
2025-08-14 13F Axa S.a. 20 971 1 293
2025-08-26 NP IUSG - iShares Core S&P U.S. 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 76 881 1,96 4 741 −5,73
2025-08-14 13F Dark Forest Capital Management Lp 72 901 4 496
2025-08-08 13F Oak Thistle LLC 38 153 918,50 2 353 844,58
2025-08-05 13F American Capital Advisory, LLC 5 25,00 0
2025-08-14 13F Gotham Asset Management, LLC 180 230 423,62 11 115 384,27
2025-05-22 NP ICRNX - VY(R) Clarion Global Real Estate Portfolio Class ADV 31 587 69,83 2 107 70,11
2025-06-24 NP CRCRX - MainStay CBRE Real Estate Fund Class C 74 218 17,84 4 808 16,62
2025-07-29 NP SEIAX - SIIT Multi-Asset Real Return Fund - Class A 2 997 19,26 191 10,47
2025-08-13 13F Bank Of Nova Scotia 8 025 25,10 495 15,69
2025-08-11 13F Cornerstone Planning Group LLC 12 50,00 1
2025-07-25 NP CRAAX - Columbia Adaptive Risk Allocation Fund Class A 25 700 225,32 1 634 201,85
2025-08-28 NP RSVAX - Victory RS Value Fund Class A 73 400 7,66 4 527 −0,46
2025-08-14 13F/A Barclays Plc 298 253 30,17 18 20,00
2025-08-13 13F Qtron Investments LLC 9 563 69,65 590 57,07
2025-08-28 NP Elevation Series Trust - RiverNorth Patriot ETF 140 9
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Rhumbline Advisers 581 176 2,52 35 841 −5,21
2025-08-13 13F Virtus Investment Advisers, Inc. 2 732 21,42 168 12,00
2025-08-11 13F Symphony Financial, Ltd. Co. 4 995 308
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Proequities, Inc. 0 0
2025-07-29 NP SIXL - 6 Meridian Low Beta Equity Strategy ETF 11 798 13,04 750 4,76
2025-08-08 13F M&G Plc 3 044 11,18 189 2,73
2025-07-10 13F Marshall Financial Group LLC 13 908 863
2025-08-13 13F Natixis 1 305 676,79 80 627,27
2025-07-18 13F Dogwood Wealth Management LLC 260 16
2025-08-13 13F Kilter Group LLC 5 0
2025-08-14 13F Raymond James Financial Inc 110 624 6,34 6 822 −1,69
2025-08-05 13F Simplex Trading, Llc Put 300 0
2025-08-05 13F Simplex Trading, Llc Call 700 40,00 0
2025-08-08 13F Principal Financial Group Inc 7 036 265 10,82 433 927 2,47
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 52 3
2025-08-28 NP LGLV - SPDR SSGA US Large Cap Low Volatility Index ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 79 104 9,97 4 878 1,69
2025-06-23 NP SIZE - iShares Edge MSCI USA Size Factor ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8 583 7,72 556 6,72
2025-03-28 NP JMNAX - JPMorgan Research Market Neutral Fund Class A 8 483 35,17 555 26,14
2025-08-28 NP GPAFX - Victory RS Large Cap Alpha Fund Class A 144 870 5,55 8 934 −2,40
2025-07-28 13F New York State Teachers Retirement System 134 768 0,07 8 0,00
2025-06-23 NP PRERX - Real Estate Securities Fund R-3 1 631 150 18,85 105 666 17,63
2025-07-16 13F Novem Group 13 836 853
2025-07-25 NP SCHV - Schwab U.S. Large-Cap Value 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 96 994 1,76 6 166 −5,69
2025-06-27 NP TWSMX - Strategic Allocation: Moderate 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 1 672 108
2025-07-25 13F Oregon Public Employees Retirement Fund 39 127 1,03 2 413 −6,62
2025-08-20 NP QLEIX - AQR Long-Short Equity Fund Class I 103 325 22,50 6 372 13,26
2025-06-23 NP MGPIX - Mid-cap Growth Profund Investor Class 338 47,60 22 50,00
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 20 609 2,77 1 271 −5,01
2025-08-14 13F Quarry LP 3 573 73,19 220 60,58
2025-08-26 NP NMMGX - Multi-manager Global Real Estate Fund 19 417 44,51 1 197 33,59
2025-07-24 13F CWM Advisors, LLC 22 721 2,05 1 401 −5,66
2025-08-13 13F Groupe la Francaise 52 354 0,55 3 214 −6,11
2025-08-22 NP CAPE - DoubleLine Shiller CAPE U.S. Equities ETF 11 223 1,32 692 −6,23
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 14 273 2,23 907 −5,22
2025-06-26 NP DFAR - Dimensional US Real Estate ETF 187 059 6,11 12 118 5,03
2025-08-22 NP CREAX - Columbia Real Estate Equity Fund Class A 68 800 31,80 4 243 21,86
2025-08-12 13F Ensign Peak Advisors, Inc 121 822 1,08 7 513 −6,54
2025-05-08 13F American Assets Investment Management, LLC 41 921 2 796
2025-05-14 13F Keeley-Teton Advisors, LLC 25 918 0,98 1 729 1,11
2025-07-24 13F Callan Family Office, LLC 9 529 588
2025-08-08 13F Massachusetts Financial Services Co /ma/ 2 506 476 8,15 154 574 0,00
2025-08-12 13F SRS Capital Advisors, Inc. 41 3
2025-08-20 NP QSPIX - AQR Style Premia Alternative Fund Class I Short −25 971 93,73 −1 602 79,08
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 62 569 2,20 4 053 1,15
2025-05-30 NP ETAMX - Eventide Multi-Asset Income Fund Class A 30 162 66,99 2 012 74,87
2025-07-24 13F IFP Advisors, Inc 848 874,71 52 940,00
2025-08-20 NP WBCIX - William Blair Small-Mid Cap Core Fund Class I 29 577 7,04 1 824 −0,98
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 35 2
2025-08-14 13F Rafferty Asset Management, LLC 3 337 1,89 206 −5,96
2025-07-28 13F Harbour Investments, Inc. 11 22,22 1
2025-08-26 NP Goldman Sachs Real Estate Diversified Income Fund 115 730 2,29 7 137 −5,42
2025-08-28 NP RWR - SPDR(R) Dow Jones REIT 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 405 659 10,41 25 017 2,09
2025-07-29 13F William Blair Investment Management, Llc 635 161 0,56 39 170 −7,02
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 4 257 5,03 263 −2,96
2025-07-25 13F LRI Investments, LLC 1 445 10,05 89 2,30
2025-08-13 13F Capital Analysts, Inc. 615 0,49 0
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 3 170 5,49 195 −2,50
2025-08-06 13F Metis Global Partners, LLC 33 868 23,80 2 089 14,47
2025-07-18 13F Robeco Institutional Asset Management B.V. 191 055 4,89 11 782 −3,02
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 26 380 10,51 1 709 9,35
2025-08-14 13F EP Wealth Advisors, Inc. 6 144 6,56 379 −1,56
2025-07-30 13F Whittier Trust Co 3 745 9,99 231 1,32
2025-08-12 13F Journey Strategic Wealth Llc 4 766 294
2025-08-13 13F Ostrum Asset Management 36 016 2,42 2 221 −5,29
2025-08-22 NP CVMC - Calvert US Mid-Cap Core Responsible Index ETF 1 499 2,53 92 −5,15
2025-07-11 13F Farther Finance Advisors, LLC 1 620 12,34 100 3,13
2025-08-13 13F B&I Capital AG 118 042 9,36 7 280 1,11
2025-08-27 NP HCSRX - The Catholic SRI Growth Portfolio HC Strategic Shares 172 48,28 11 42,86
2025-08-12 13F DnB Asset Management AS 33 270 7,29 2 052 −0,82
2025-07-23 NP Lmp Capital & Income Fund Inc. 102 825 61,36 6 537 49,57
2025-07-28 13F BRYN MAWR TRUST Co 981 3,15 60 −4,76
2025-08-14 13F Nissay Asset Management Corp /japan/ /adv 51 390 3,17 3 169 −4,61
2025-07-08 13F Rise Advisors, LLC 324 3,51 20 −5,00
2025-08-14 13F Mercer Global Advisors Inc /adv 37 180 165,44 2 293 145,40
2025-08-26 NP JHTRX - JPMorgan Hedged Equity 3 Fund Class R6 80 989 32,74 4 995 22,73
2025-08-04 13F Amalgamated Bank 87 942 0,49 5 0,00
2025-08-14 13F Group One Trading, L.p. Put 100 6
2025-08-19 13F Anchor Investment Management, LLC 1 064 5,03 66 −2,99
2025-07-28 NP JPRE - JPMorgan Realty Income ETF 204 481 62,98 12 999 51,07
2025-06-30 NP VRTPX - Vanguard Real Estate II Index Fund 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 1 172 409 2,63 75 949 1,58
2025-08-26 NP FLQM - Franklin LibertyQ U.S. Mid Cap Equity ETF 127 512 27,39 7 864 17,78
2025-08-26 NP EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 17 578 2,48 1 084 −5,24
2025-08-07 13F Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 293 511 9,92 18 101 1,63
2025-08-26 NP VGSAX - Virtus Duff & Phelps Global Real Estate Securities Fund Class A 94 425 4,42 5 823 −3,45
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 8 244 12,90 524 4,80
2025-08-27 NP RYHRX - Real Estate Fund Class H 342 1,79 21 −4,55
2025-08-14 13F Siemens Fonds Invest GmbH 2 365 14,81 146 5,84
2025-08-14 13F Stifel Financial Corp 52 580 14,41 3 243 5,77
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 265 021 34,11 16 344 24,00
2025-08-18 NP PACIFIC SELECT FUND - Real Estate Portfolio Class I 123 259 66,66 7 601 54,08
2025-08-08 13F Avantax Advisory Services, Inc. 12 323 20,91 760 11,78
2025-08-08 13F Hartland & Co., LLC 387 1 234,48 24 2 200,00
2025-08-27 NP JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 3 421 6,44 211 −1,87
2025-08-20 NP QCFIX - AQR CVX Fusion Fund Class I 153 9
2025-08-20 NP QMFNX - AQR MS Fusion Fund Class N 38 2
2025-08-11 13F Great Lakes Advisors, Llc 352 363 4,46 24 568 9,48
2025-06-27 NP AAARX - Strategic Allocation: Aggressive Fund R 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 1 818 118
2025-06-25 NP IMCV - iShares Morningstar 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 8 692 1,14 563 0,18
2025-08-11 13F Private Advisor Group, LLC 4 770 294
2025-08-26 NP GFSYX - Strategic Alternatives Fund Institutional 260 13,54
2025-08-13 13F Arizona State Retirement System 53 074 1,12 3 273 −6,49
2025-06-26 NP HAUS - Home Appreciation U.S. REIT ETF 5 281 9,34 342 8,23
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 274 559 8,68 17 454 0,74
2025-08-04 13F Atria Investments Llc 25 718 16,19 1 586 7,45
2025-08-14 13F State Street Corp 13 268 436 1,82 824 943 −5,80
2025-08-14 13F Macquarie Group Ltd 270 957 0,79 16 710 −6,81
2025-07-22 13F Merit Financial Group, LLC 4 095 253
2025-08-14 13F Susquehanna International Group, Llp 4 057 250
2025-07-28 NP MSLC - Morgan Stanley Pathway Large Cap Equity ETF 50 011 7,74 3 179 −0,13
2025-08-05 13F Huntington National Bank 596 2,76 37 −5,26
2025-08-28 NP QWLD - SPDR MSCI World StrategicFactors 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 66 4,76 4 0,00
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Real Estate Portfolio Class IB 3 741 2,30 231 −5,35
2025-07-23 NP CFMSX - Column Mid Cap Select Fund 73 077 5,65 4 646 −2,07
2025-08-13 13F Lansforsakringar Fondforvaltning AB (publ) 39 486 3,15 2 435 −4,62
2025-08-28 NP QUS - SPDR MSCI USA StrategicFactors 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 972 4,97 60 −3,28
2025-08-01 13F Teacher Retirement System Of Texas 80 779 149,07 4 982 130,28
2025-08-26 NP UDIV - Franklin LibertyQ Global Dividend ETF 702 32,70 43 22,86
2025-08-14 13F Susquehanna International Group, Llp Put 5 800 358
2025-08-06 13F Rialto Wealth Management, LLC 8 14,29 0
2025-08-27 NP HCIGX - The Institutional Growth Equity Portfolio HC Strategic Shares 17 091 47,45 1 054 36,35
2025-08-26 NP JHQAX - JPMorgan Hedged Equity Fund Class A 508 011 16,75 31 329 7,95
2025-08-14 13F Colony Group, LLC 4 194 259
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 10 072 6,94 621 −1,11
2025-08-14 13F Ameriprise Financial Inc 810 614 61,93 49 242 53,50
2025-06-24 NP SFSNX - Schwab Fundamental US Small 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 55 684 3,58 3 607 2,53
2025-03-27 NP PTMC - Pacer Trendpilot US Mid Cap ETF 28 219 2,64 1 847 −2,22
2025-07-11 13F/A Financiere des Professionnels - Fonds d,investissement inc. 2 648 163
2025-08-13 13F First Trust Advisors Lp 703 723 588,61 43 399 536,71
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 1 359 7,01 84 −1,19
2025-08-12 13F MAI Capital Management 785 20,58 48 11,63
2025-08-04 13F Assetmark, Inc 39 675 2,86 2 447 −4,90
2025-08-14 13F Ieq Capital, Llc 55 123 1 088,25 3 399 1 000,00
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 70 460 2,15 4 479 −5,31
2025-08-08 13F Creative Planning 30 420 191,30 1 876 169,54
2025-08-11 13F Westpac Banking Corp 35 239 19,22 2 173 10,25
2025-06-26 NP BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 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 1
2025-07-23 13F Trifecta Capital Advisors, LLC 15 1
2025-08-12 13F Northwestern Mutual Investment Management Company, Llc 42 688 0,49 2 633 −7,09
2025-06-26 NP FLCOX - Fidelity Large Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 82 748 8,70 5 360 7,59
2025-08-15 NP Guardian Variable Products Trust - Guardian All Cap Core VIP Fund 6 177 381
2025-08-28 NP New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES 14 619 11,11 902 2,74
2025-08-26 NP GVIZX - Value Equity Index Fund Investor 1 630 27,74 101 17,65
2025-08-07 13F ProShare Advisors LLC 529 356 15,18 32 645 6,50
2025-08-22 NP CVLC - Calvert US Large-Cap Core Responsible Index ETF 2 173 7,47 134 0,00
2025-08-12 13F Bahl & Gaynor Inc 501 534 111,24 30 930 95,31
2025-06-26 NP IRET - iREIT(R) - MarketVector Quality REIT Index ETF 2 211 143
2025-08-29 NP DON - WisdomTree U.S. MidCap Dividend Fund N/A 211 494 0,07 13 043 −7,48
2025-08-07 13F Los Angeles Capital Management Llc 50 418 166,72 3 109 146,75
2025-07-25 NP SWASX - Schwab Global Real Estate 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 52 544 18,73 3 340 10,05
2025-08-26 13F/A Thrivent Financial For Lutherans 55 222 23,28 3 50,00
2025-08-12 13F 17 Capital Partners, Llc 8 956 28,62 552 18,97
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 16 609 1 056
2025-07-25 NP SNPD - Xtrackers S&P ESG Dividend Aristocrats ETF 1 045 6,09 66 −1,49
2025-08-12 13F GSI Capital Advisors LLC 79 541 10,90 4 905 2,55
2025-08-26 NP EQ ADVISORS TRUST - EQ/Invesco Global Real Estate Portfolio Class IB 44 081 181,52 2 718 160,34
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 757 5,87 49 6,52
2025-08-12 13F XTX Topco Ltd 10 813 667
2025-08-28 NP ONEY - SPDR Russell 1000 Yield Focus 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 42 331 52,04 2 611 40,55
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 77 588 0,87 4 785 −6,74
2025-06-25 NP IQRA - IQ CBRE Real Assets ETF 1 123 73
2025-07-25 NP MRGAX - MFS Core Equity Fund A 171 374 10 894
2025-08-06 13F Commonwealth Equity Services, Llc 6 064 4,19 0
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 101 615 9,12 6 460 1,14
2025-06-26 NP FESIX - Fidelity SAI Real Estate 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 21 477 59,74 1 391 58,25
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 1 080 4,96 67 −2,94
2025-08-25 NP MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 61 408 1,20 3 787 −6,42
2025-08-07 13F Midwest Trust Co 56 171 3 464
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 79 363 1,44 4 894 −6,21
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 84 096 198,59 5 186 176,14
2025-08-05 13F Bank Of Montreal /can/ 711 911 2,43 43 904 −5,30
2025-08-06 13F Achmea Investment Management B.V. 16 853 1
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 44 040 5,60 2 716 −2,37
2025-06-23 NP POSAX - Global Real Estate Securities Fund Class A 367 690 19,96 23 819 18,73
2025-07-17 13F Venture Visionary Partners LLC 4 437 0,84 274 −6,83
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 30 793 44,23 1 899 33,36
2025-08-11 13F Waratah Capital Advisors Ltd. 277 027 166,47 17 084 146,38
2025-06-23 NP MDPIX - Mid-cap Profund Investor Class 701 24,07 45 25,00
2025-08-29 NP STXM - Strive Mid-Cap ETF 833 6,11 51 −1,92
2025-08-12 13F LPL Financial LLC 54 171 10,14 3 341 1,83
2025-07-29 NP BIBL - Inspire 100 ETF 17 580 10,29 1 118 2,20
2025-05-15 13F Texas Permanent School Fund 90 246 5 846
2025-08-04 13F Retirement Systems of Alabama 295 978 0,39 18 253 −7,19
2025-08-11 13F Brown Brothers Harriman & Co 29 2
2025-08-08 13F/A Sterling Capital Management LLC 12 618 20,23 778 11,14
2025-07-14 13F GAMMA Investing LLC 2 069 10,76 128 2,42
2025-08-13 13F Quadrant Capital Group Llc 15 481 71,46 955 58,47
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 137 373 0,66 8 472 −6,94
2025-08-18 NP PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I 29 826 32,21 1 839 22,27
2025-08-20 NP AQMIX - AQR Managed Futures Strategy Fund Class I 38 755 21,14 2 390 12,05
2025-08-11 13F Duff & Phelps Investment Management Co 1 436 138 2,13 88 567 −5,57
2025-08-26 NP SVIIX - Virtus Ceredex Large-Cap Value Equity Fund Class A 218 437 8,43 13 471 0,25
2025-07-24 NP LPRE - Long Pond Real Estate Select ETF 14 731 936
2025-08-11 13F Nomura Asset Management Co Ltd 321 799 1,22 19 845 −6,41
2025-08-14 13F Bnp Paribas Arbitrage, Sa 135 258 107,06 8 341 91,44
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 1 045 344 0,26 66 453 −7,07
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 1 997 3,69 127 −4,55
2025-08-26 NP IRMAX - Voya RussellTM Mid Cap Index Portfolio Class ADV 15 483 2,33 955 −5,45
2025-06-24 NP BBUS - JPMorgan BetaBuilders U.S. Equity ETF 15 663 4,45 1 015 3,36
2025-08-14 13F Wells Fargo & Company/mn 90 625 14,15 5 589 5,53
2025-08-01 13F Envestnet Asset Management Inc 295 481 6,17 18 222 −1,84
2025-07-28 NP AVRE - Avantis Real Estate 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 61 028 11,35 3 880 3,22
2025-08-12 13F Deutsche Bank Ag\ 471 035 87,77 29 049 73,61
2025-08-15 NP BYRE - Principal Real Estate Active Opportunities ETF 8 543 51,23 527 39,89
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1 243 6,51 77 −1,30
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 33 248 2,20 2 050 −5,49
2025-08-25 NP PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Real Estate Securities Account Class 1 67 532 24,96 4 165 15,54
2025-08-26 NP JMEE - JPMorgan Market Expansion Enhanced Equity ETF 61 823 3,43 3 813 −4,37
2025-08-14 13F Diversify Advisory Services, LLC 8 154 491
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 2 953 343 0,37 182 133 −7,20
2025-08-07 13F Kestra Private Wealth Services, Llc 5 969 368
2025-08-28 NP ONEO - SPDR Russell 1000 Momentum Focus 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 988 74,56 61 62,16
2025-07-10 13F Sumitomo Mitsui DS Asset Management Company, Ltd 61 102 14,08 3 768 5,49
2025-07-15 13F Seven Post Investment Office LP 191 726 0,81 11 824 −6,80
2025-08-07 13F Allworth Financial LP 660 204,15 41 207,69
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 1 182 31,04 73 20,00
2025-07-21 13F Ameritas Advisory Services, LLC 46 3
2025-08-28 NP SIFAX - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 1 959 2,14 121 −5,51
2025-08-26 NP JUSA - JPMorgan U.S. Research Enhanced Large Cap ETF 339 77,49 21 66,67
2025-07-25 NP GLNAX - MFS Global New Discovery Fund A 10 991 699
2025-08-14 13F Mariner, LLC 19 735 49,45 1 217 38,30
2025-06-27 NP REACX - Real Estate 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 78 810 5 105
2025-08-26 NP NSMAX - Nuveen NWQ Small/Mid-Cap Value 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 17 565 4,72 1 083 −3,13
2025-08-29 NP EPS - WisdomTree U.S. LargeCap Fund N/A 2 143 1,42 132 −5,71
2025-08-26 NP EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB 18 272 2,06 1 127 −5,70
2025-08-28 NP QCSTRX - Stock Account Class R1 683 164 15,80 42 131 7,06
2025-08-29 NP WOMN - Impact Shares YWCA Women's Empowerment ETF 553 1,47 34 −5,56
2025-06-25 NP USRT - iShares Core U.S. REIT 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 477 337 5,03 30 922 3,96
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 29 388 6,01 1 868 −1,74
2025-08-26 NP GREZX - Global Real Estate Securities Fund Investor 35 780 2 207
2025-06-26 NP TSMOX - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 118 020 22,85 7 645 21,60
2025-08-14 13F Principia Wealth Advisory, LLC 7 600,00 0
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 354 597 0,68 22 542 −6,68
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 5 542 484 1,83 341 805 −5,85
2025-07-28 NP XMLV - Invesco S&P MidCap Low Volatility 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 172 872 12,40 10 989 4,18
2025-08-12 13F BlackRock, Inc. 24 642 286 0,35 1 519 690 −7,22
2025-08-13 13F State Board Of Administration Of Florida Retirement System 214 331 0,75 13 218 −6,85
2025-07-25 NP SCHX - Schwab U.S. Large-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 191 968 2,65 12 203 −4,85
2025-06-24 NP GAOAX - JPMorgan Global Allocation Fund Class A 18 230 360,82 1 181 325,99
2025-07-21 13F Vanderbilt University 41 619 214,15 2 567 190,60
2025-06-24 NP JQUA - JPMorgan U.S. Quality Factor ETF 114 195 2,38 7 398 1,33
2025-08-14 13F Royal Bank Of Canada 577 285 3,22 35 602 −4,56
Other Listings
MX:ELS
US:ELS 61,49 US$
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