VIP Institutionellt ägande, köpare - Virtus Investment Partners, Inc.

Institutionellt ägande och fondägande - Köpare

Större innehavare som har öppnat nya positioner i Virtus Investment Partners, Inc. inkluderar Sixth Street Partners Management Company, L.P., OWSMX - Old Westbury Small & Mid Cap Strategies Fund, WDIV - SPDR S&P Global Dividend ETF, BSVO - EA Bridgeway Omni Small-Cap Value ETF, Allstate Corp, Jupiter Topco LLC, Millington Securities, Llc, Colony Group, LLC, Merit Financial Group, LLC, Brighton Jones Llc, CI Private Wealth, LLC, JustInvest LLC, Neuberger Berman Group LLC, BRES - Burney U.S. Equity Select ETF, PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares, Fulcrum Asset Management LLP, Sachetta, LLC, Wealth Enhancement Trust Services, Inc., WealthCollab, LLC, och Allied Private Wealth LLC .

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	Aktier	Δ Aktier (%)	Rapporterat värde (1000 USD)	Δ Värde (%)
2026-04-28	NP	GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF	4 243	18,59	587	2,80
2026-08-14	13F	Jones Financial Companies Lllp	308	144,44	45	181,25
2026-08-13	13F	Jump Financial, LLC	7 200	19,01	1 033	27,22
2026-08-13	13F	UBS Group AG	14 029	205,04	2 013	226,26
2026-04-28	NP	VIOO - Vanguard S&P Small-Cap 600 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	21 723	4,69	3 006	−9,24
2026-05-28	NP	DSMC - Distillate Small/Mid Cash Flow ETF	4 912	24,92	660	2,81
2026-08-13	13F	Northern Trust Corp	85 422	9,45	12 258	16,91
2026-06-26	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	3 180	3,45	463	−7,78
2026-05-28	NP	DTSVX - Small Company Value Portfolio Investment Class	210	50,00	28	27,27
2026-06-24	NP	DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	12 721	4,62	1 852	−6,70
2026-06-26	NP	FXSCX - Fidelity Flex Small Cap Focused Index Fund	95	93,88	14	85,71
2026-04-28	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	1 814	25,54	251	8,70
2026-08-07	13F	Pinnacle Wealth Planning Services, Inc.	358	0,56	51	8,51
2026-08-13	13F	Captrust Financial Advisors	17 804	13,38	2 555	21,10
2026-05-28	NP	SPSM - SPDR(R) Portfolio Small 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	57 869	2,03	7 775	−15,98
2026-09-22	13F/A	State Street Corp	448 314	2,18	64 333	9,14
2026-05-29	NP	JDSCX - JPMorgan Small Cap Blend Fund Class I	36 932	5,92	4 962	−12,78
2026-08-14	13F	Wells Fargo & Company/mn	6 588	148,51	945	165,45
2026-06-23	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	1 257	32,59	183	18,18
2026-04-28	NP	PSCF - Invesco S&P SmallCap Financials 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	386	21,77	53	6,00
2026-08-13	13F	Renaissance Technologies Llc	28 429	4,41	4 080	11,51
2026-08-13	13F	Allstate Corp	4 304		618
2026-08-13	13F	Great West Life Assurance Co /can/	5 796	0,50	1
2026-06-26	NP	FZIPX - Fidelity ZERO Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	2 239	13,20	326	0,93
2026-08-14	13F	JPL Wealth Management, LLC	11	10,00	2	0,00
2026-08-14	13F	AWH Capital, L.P.	49 484	100,00	7 101	113,60
2026-08-14	13F	Barclays Plc	3 078		442
2026-08-14	13F	Bank Of America Corp /de/	33 917	29,83	4 867	38,70
2026-08-10	13F	Glenmede Trust Co Na	78 279	29,74	11 233	14,12
2026-04-28	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	6 052	17,56	837	1,95
2026-08-13	13F	Franklin Resources Inc	12 733	1,94	1 827	8,88
2026-08-07	13F	Deutsche Bank Ag\	7 147	17,82	1 026	25,92
2026-08-14	13F	Ameritas Advisory Services, LLC	117		17
2026-06-25	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	25 959	34,50	3 778	19,94
2026-05-28	NP	VISVX - Vanguard Small-Cap Value 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	94 240	0,38	12 661	−17,34
2026-05-29	NP	JPSV - JPMorgan Active Small Cap Value ETF	1 220	8,44	164	−10,93
2026-08-14	13F	Balyasny Asset Management Llc	5 683	134,54	816	150,77
2026-08-10	13F	Essential Partners LLC	249	122,32	36	133,33
2026-04-28	NP	VTWV - Vanguard Russell 2000 Value Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	4 725	10,71	654	−4,11
2026-08-04	13F	Rsm Us Wealth Management Llc	3 290	34,78	472	44,34
2026-05-21	NP	BOSVX - Omni Small-Cap Value Fund Class N	8 387	34,58	1 127	−13,72
2026-04-27	NP	JSTC - Adasina Social Justice All Cap Global ETF	501	3,09	69	−10,39
2026-04-24	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	252	15,07	35	0,00
2026-07-24	13F	EverSource Wealth Advisors, LLC	255	136,11	37	157,14
2026-07-07	13F	GAMMA Investing LLC	270	86,21	39	100,00
2026-08-07	13F	Victory Capital Management Inc	352 930	10,98	50 645	18,54
2026-07-15	13F	Millington Securities, Llc	2 618		352
2026-06-29	NP	BRES - Burney U.S. Equity Select ETF	80		12
2026-08-13	13F	Mariner, LLC	14 181	204,84	2 035	226,12
2026-08-14	13F	Larson Financial Group LLC	9	800,00	1
2026-05-27	NP	PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I	292	1,39	39	−15,22
2026-05-26	NP	VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class	434	7,69	58	−10,77
2026-07-20	13F	Hughes Financial Services, LLC	3	200,00	0
2026-08-17	13F	Public Employees Retirement System Of Ohio	105	114,29	15	150,00
2026-08-11	13F	Allworth Financial LP	648	274,57	93	304,35
2026-08-27	13F/A	CI Private Wealth, LLC	1 510		217
2026-07-15	13F	Wealth Enhancement Advisory Services, Llc	8 680	193,54	1 391	269,68
2026-07-09	13F	Allied Private Wealth LLC	8		1
2026-05-15	NP	WBIY - WBI Power Factor High Dividend ETF	2 618	83,33	352	51,29
2026-05-28	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	71 617	5,37	9 622	−13,23
2026-05-28	NP	NAESX - Vanguard Small-Cap 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	148 456	1,81	19 945	−16,17
2026-07-16	13F	True Wealth Design, LLC	50	194,12	7	250,00
2026-08-06	13F	Russell Investments Group, Ltd.	9 967	35,66	1 430	44,88
2026-06-25	NP	KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares	34	6,25	5	−20,00
2026-08-14	13F	Hsbc Holdings Plc	3 934	52,36	572	68,73
2026-07-02	13F	Massmutual Trust Co Fsb/adv	40	66,67	6	66,67
2026-05-21	NP	Royce Value Trust Inc	5 144	79,23	691	47,65
2026-08-13	13F	Umb Bank N A/mo	86	1,18	12	9,09
2026-08-10	13F	SRS Capital Advisors, Inc.	2 533	3 322,97	363	3 933,33
2026-05-21	NP	MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class	727	0,14	98	−17,80
2026-06-26	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	989	21,95	144	8,33
2026-08-14	13F	Sixth Street Partners Management Company, L.P.	279 346		40 086
2026-07-22	13F	Mirae Asset Global Investments Co., Ltd.	5 249	18,11	753	26,13
2026-04-23	NP	PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -	138	181,63	19	171,43
2026-07-29	13F	Oregon Public Employees Retirement Fund	1 458	1,53	209	8,85
2026-05-26	NP	IJS - iShares S&P Small-Cap 600 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	62 422	4,57	8 386	−13,88
2026-08-14	13F	BTG Pactual Asset Management US LLC	2 599	62,64	373	73,83
2026-08-14	13F	Cerity Partners LLC	10 748	517,35	1 542	561,80
2026-05-27	NP	Themes ETF Trust - Themes US Small Cap Cash Flow Champions ETF	62	31,91	8	14,29
2026-05-27	NP	Advanced Series Trust - Ast Prudential Growth Allocation Portfolio	9 200	109,09	1 236	72,38
2026-07-27	13F	Bare Financial Services, Inc	27	35,00	4	50,00
2026-08-10	13F	Inceptionr Llc	2 502		359
2026-08-13	13F	Quantinno Capital Management LP	7 412	103,68	1 064	117,83
2026-08-12	13F	American Century Companies Inc	195 363	3,47	28 035	10,51
2026-06-25	NP	DDDD - YieldMax(R) U.S. Stocks Target Double Distribution ETF	6		1
2026-05-27	NP	PIBAX - PGIM BALANCED FUND Class A	1 450	26,09	195	3,74
2026-05-28	NP	FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 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	15 137	9,22	2 034	−10,08
2026-08-12	13F	Voya Investment Management Llc	5 795	3,43	832	10,51
2026-06-23	NP	FYX - First Trust Small Cap Core AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	25 836	38,71	3 760	23,68
2026-06-29	NP	DXUV - Dimensional US Vector Equity ETF	334	3,09	49	−7,69
2026-05-29	NP	JMEE - JPMorgan Market Expansion Enhanced Equity ETF	2 933	8,67	394	−10,45
2026-08-06	13F	Bank of New York Mellon Corp	70 719	1,38	10 148	8,29
2026-05-27	NP	PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares	69		9
2026-05-27	NP	Advanced Series Trust - Ast Small-cap Growth Portfolio	11 281	36,23	1 516	12,14
2026-07-06	13F	CoreCap Advisors, LLC	4		1
2026-05-28	NP	T. Rowe Price Index Trust, Inc. - 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	783	14,14	105	−5,41
2026-06-26	NP	OWSMX - Old Westbury Small & Mid Cap Strategies Fund	42 700		6 215
2026-08-13	13F	Vanguard Fiduciary Trust Co 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	41 736	2,35	5 989	9,33
2026-04-24	NP	SCHD - Schwab U.S. Dividend Equity 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	194 778	7,00	26 949	−7,23
2026-08-12	13F	Harbour Investments, Inc.	13	8,33	2	0,00
2026-05-26	NP	FESM - Fidelity Enhanced Small Cap ETF	10 944	73,52	1 470	43,00
2026-06-25	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	7 583	34,88	1 104	20,28
2026-05-27	NP	PABAX - Putnam Dynamic Asset Allocation Balanced Fund Class A shares	1 408	17,82	189	−2,58
2026-08-12	13F	Huber Capital Management LLC	15 468	23,07	2 220	31,46
2026-06-29	NP	DFSU - Dimensional US Sustainability Core 1 ETF	720	1,12	105	−10,34
2026-05-28	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	207 136	0,75	27 829	−17,03
2026-08-24	13F/A	California State Teachers Retirement System	7 431	21,82	1 066	30,16
2026-08-05	13F	Parallel Advisors, LLC	47	487,50	7	500,00
2026-08-13	13F	MetLife Investment Management, LLC	3 750	3,19	538	10,25
2026-08-12	13F	Jpmorgan Chase & Co	142 881	54,53	20 586	71,07
2026-08-11	13F	JustInvest LLC	1 439		206
2026-04-24	NP	SCHA - Schwab U.S. Small-Cap ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	30 700	0,97	4 248	−12,47
2026-06-24	NP	TIEIX - TIAA-CREF Equity Index Fund Institutional Class	5 692	1,72	828	−9,31
2026-07-22	13F/A	Wealth Enhancement Trust Services, Inc.	21		3
2026-08-06	13F	Quadrature Capital Ltd	7 583	16,21	1 088	24,20
2026-05-26	NP	VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class	155	6,16	21	−13,04
2026-05-28	NP	MAISX - Victory Integrity Small/Mid-Cap Value Fund Class A	19 100	36,19	2 566	12,15
2026-05-21	NP	Franklin Templeton ETF Trust - FRANKLIN SMALL CAP ENHANCED ETF	1 547	4 450,00	208	4 040,00
2026-08-14	13F	Hotchkis & Wiley Capital Management Llc	97 582	1,05	14 003	7,93
2026-05-28	NP	WDIV - SPDR S&P Global 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	16 999		2 284
2026-07-22	13F	SJS Investment Consulting Inc.	37	270,00	5	400,00
2026-06-26	NP	PCSVX - PACE Small/Medium Co Value Equity Investments Class P	8 750	43,09	1 274	27,56
2026-07-31	13F	Bruce G. Allen Investments, LLC	6	500,00	1
2026-08-18	13F	Fulcrum Asset Management LLP	28		4
2026-08-06	13F	Mitsubishi UFJ Trust & Banking Corp	1 026		147
2026-06-29	NP	DFAM - Dimensional US Marketwide Value ETF	5 434	0,74	791	−10,23
2026-08-14	13F	Jupiter Topco LLC	3 054		439
2026-08-11	13F	Keating Financial Advisory Services, Inc.	6		1
2026-08-07	13F	Lido Advisors, LLC	4 412		633
2026-05-28	NP	VSCVX - Victory Integrity Small-Cap Value Fund Class A	58 000	19,59	7 792	−1,52
2026-06-25	NP	USCAX - Small Cap Stock Fund Shares	10 200	34,74	1 485	20,16
2026-07-28	13F	Villanova Investment Management Co LLC	11 284	7,12	1 619	14,42
2026-07-16	13F	Davis Capital Management	1		0
2026-08-13	13F	Entropy Technologies, LP	3 724		534
2026-08-14	13F	Susquehanna Fundamental Investments, Llc	14 095	257,02	2 023	281,51
2026-08-13	13F	Hantz Financial Services, Inc.	32	190,91	0
2026-05-26	NP	EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB	962	4,23	129	−14,00
2026-08-14	13F	Advisor Group Holdings, Inc.	136	22,52	20	26,67
2026-05-26	NP	XJR - iShares ESG Screened S&P 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	580	13,28	78	−7,23
2026-08-07	13F	Pnc Financial Services Group, Inc.	589	58,76	85	71,43
2026-05-28	NP	SSMHX - State Street Small/mid Cap Equity Index Portfolio This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	2 227	4,70	299	−13,83
2026-08-11	13F	Ieq Capital, Llc	22 680	72,01	3 255	83,74
2026-07-23	13F	SBI Securities Co., Ltd.	30	36,36	4	100,00
2026-08-13	13F	Manning & Napier Advisors Llc	8		1
2026-05-28	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	316	6,04	42	−12,50
2026-06-01	NP	EES - WisdomTree U.S. SmallCap Fund N/A	6 860	0,28	922	−17,47
2026-06-26	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	64 098	2,49	9 329	−8,62
2026-05-27	NP	PACAX - Putnam Dynamic Asset Allocation Conservative Fund Class A shares	224	21,08	30	0,00
2026-05-28	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	9 963	4,24	1 339	−14,18
2026-08-14	13F	Two Sigma Investments, Lp	107 942	24,71	15 490	33,20
2026-08-10	13F	Comprehensive Financial Planning, Inc./PA	4		1
2026-08-13	13F	Algert Global Llc	77 962	1,12	11 188	8,00
2026-06-25	NP	Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares	2 391	1,40	348	−9,37
2026-04-24	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	9 865	8,56	1 365	−5,93
2026-08-14	13F	Caxton Associates Llp	2 809		403
2026-05-26	NP	IJR - iShares Core S&P 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	380 825	0,66	51 164	−17,11
2026-04-23	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	2 247	104,46	311	77,14
2026-08-06	13F	Plante Moran Financial Advisors, LLC	2		0
2026-05-26	NP	HWVIX - Hotchkis & Wiley Small Cap Diversified Value Fund Class I	24 700	49,70	3 318	23,30
2026-06-23	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	8 134	35,32	1 184	20,59
2026-04-28	NP	VIOV - Vanguard S&P Small-Cap 600 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	13 966	74,05	1 932	50,94
2026-06-26	NP	BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF	2 430	2,32	354	−8,79
2026-05-20	NP	MXLSX - Great-West Loomis Sayles Small Cap Value Fund Investor Class	5 880	47,74	790	21,57
2026-04-29	NP	VCSLX - Small Cap Index Fund	2 550	0,16	353	−13,30
2026-08-13	13F	Advisors Asset Management, Inc.	1 261	39,34	181	48,76
2026-08-14	13F	Price T Rowe Associates Inc /md/	12 908	10,09	2	0,00
2026-05-22	NP	BBVSX - Bridge Builder Small/Mid Cap Value Fund	2 989	5,06	402	−13,58
2026-07-20	13F/A	Merit Financial Group, LLC	2 121		304
2026-08-14	13F	Aqr Capital Management Llc	286 625	116,69	41 131	131,46
2026-08-12	13F	Geode Capital Management, Llc	165 425	3,89	23 743	10,97
2026-05-28	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	2 850	235,29	383	176,81
2026-06-26	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	11 417	20,65	1 662	7,58
2026-05-27	NP	PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P	574	14,80	77	−4,94
2026-08-06	13F	Universal- Beteiligungs- und Servicegesellschaft mbH	1 429		205
2026-07-22	13F	International Assets Investment Management, Llc	2 300	1 050,00	334	1 180,77
2026-06-22	NP	SLPIX - Small-cap Profund Investor Class	12	71,43	2	0,00
2026-08-07	13F	BlackRock, Inc.	1 056 614	5,73	151 624	12,93
2026-08-14	13F	Empowered Funds, LLC	16 792	9,62	2 410	17,06
2026-08-06	13F	Hartland & Co., LLC	29		4
2026-06-25	NP	SWTSX - Schwab Total Stock Market Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	4 443	55,57	647	38,63
2026-08-14	13F	ExodusPoint Capital Management, LP	12 533		1 798
2026-05-26	NP	FISVX - Fidelity Small Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	8 026	6,67	1 078	−12,14
2026-08-13	13F	Bnp Paribas Arbitrage, Sa	8 218	101,47	1 179	115,15
2026-08-11	13F	Nuveen, LLC	75 847	114,47	10 884	129,07
2026-05-20	NP	Profunds - Profund Vp Small-cap	16	14,29	2	0,00
2026-08-13	13F	Creative Planning	26 631	57,69	3 822	68,47
2026-04-29	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	146 450	11,95	20 263	−2,95
2026-08-19	13F/A	Mercer Global Advisors Inc /adv	8 064	340,17	1 157	370,33
2026-08-12	13F	Us Bancorp \de\	273	5,81	39	14,71
2026-06-29	NP	DFAT - Dimensional U.S. Targeted Value ETF	46 558	3,07	6 777	−8,11
2026-06-01	NP	BSVO - EA Bridgeway Omni Small-Cap Value ETF	15 239		2 047
2026-07-20	13F	IFP Advisors, Inc	181	158,57	26	177,78
2026-08-10	13F	WealthCollab, LLC	20		3
2026-04-27	NP	CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class	9 000	23,29	1 245	6,87
2026-07-17	13F	Farther Finance Advisors, LLC	777	28,22	112	40,51
2026-06-25	NP	PJARX - SmallCap Value Fund II R-3	15 187	41,33	2 210	26,00
2026-05-27	NP	PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I	1 778	9,15	239	−10,19
2026-08-14	13F	Sei Investments Co	17 415		2 499
2026-08-11	13F	Zurcher Kantonalbank (Zurich Cantonalbank)	1 697	310,90	244	341,82
2026-06-29	NP	DFAC - Dimensional U.S. Core Equity 2 ETF	15 339	0,49	2 233	−10,40
2026-08-14	13F	Basecamp Wealth Advisors LLC	24	71,43	3	200,00
2026-08-11	13F	Brighton Jones Llc	2 064		296
2026-05-27	NP	PAEAX - Putnam Dynamic Asset Allocation Growth Fund Class A shares	2 055	20,18	276	−0,72
2026-08-05	13F	Stone House Investment Management, LLC	6		1
2026-06-24	NP	DFFVX - U.S. Targeted Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	45 964	3,04	6 690	−8,13
2026-06-29	NP	DFSV - Dimensional US Small Cap Value ETF	13 825	39,77	2 012	24,66
2026-08-13	13F	Fmr Llc	38 268	171,08	5 491	189,61
2026-07-20	13F	UMA Financial Services, Inc.	4		1
2026-08-14	13F	Charles Schwab Investment Management Inc	279 346	7,93	40 086	15,29
2026-08-07	13F	Covestor Ltd	11	120,00	0
2026-08-12	13F	Colony Group, LLC	2 328		334
2026-07-28	13F	Erste Asset Management GmbH	0		0
2026-04-24	NP	ITWO - ProShares Russell 2000 High Income ETF	279	45,31	39	26,67
2026-08-13	13F	Neuberger Berman Group LLC	1 402		201
2026-04-27	NP	ORSIX - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I	10 986	4,77	1 520	−9,15
2026-07-24	13F	Signaturefd, Llc	104	8,33	15	16,67
2026-08-10	13F	Nisa Investment Advisors, Llc	49	145,00	7	250,00
2026-06-26	NP	JKL - 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	1 437	6,29	209	−5,00
2026-08-12	13F	Illinois Municipal Retirement Fund	3 479	0,96	499	8,01
2026-08-14	13F	Brown Advisory Inc	109 414	5,34	15 701	12,51
2026-08-14	13F	Schonfeld Strategic Advisors LLC	2 805	67,76	403	79,46
2026-08-14	13F	Royce & Associates Lp	9 768	89,89	1 402	102,75
2026-08-14	13F	Quarry LP	45		6
2026-08-11	13F	Dimensional Fund Advisors Lp	315 715	3,47	45 306	10,53
2026-06-24	NP	DFSVX - U.s. Small Cap Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value	5 258	98,12	765	76,67
2026-07-15	13F	Sachetta, LLC	26		4
2026-08-12	13F	Bessemer Group Inc	42 919	45 077,89	6
2026-07-29	13F	Nbt Bank N A /ny	2 412	20 000,00	27	2 500,00
2026-08-14	13F	XTX Topco Ltd	15 591	217,67	2 237	239,45

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