1APPF Institutionellt ägande, köpare

Institutionellt ägande och fondägande - Köpare

Större innehavare som har öppnat nya positioner i AppFolio, Inc. inkluderar Caledonia (Private) Investments Pty Ltd, PRNHX - T. Rowe Price New Horizons Fund, Inc., CTF Capital Management, LP, WBSNX - William Blair Small Cap Growth Fund Class N, TRPWX - TIAA-CREF Mid-Cap Growth Fund Institutional Class, FMCDX - Fidelity Advisor Stock Selector Mid Cap Fund Class A, FCTDX - Strategic Advisers Fidelity U.S. Total Stock Fund, Stanley-Laman Group, Ltd., PPNMX - SmallCap Growth Fund I R-3, Agf Management Ltd, King Luther Capital Management Corp, BTAL - AGFiQ U.S. Market Neutral Anti-Beta Fund, Redwood Investment Management, Llc, Resona Asset Management Co.,Ltd., TBDAX - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A, Brevan Howard Capital Management LP, LKSMX - LKCM Small-Mid Cap Equity Fund, Mach-1 Financial Group, Inc., NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6, och Index Fund Advisors, Inc. .

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 (%)
2025-08-14	13F	Susquehanna International Group, Llp	Call	43 100	32,62	9 925	38,89
2025-03-28	NP	JMOM - JPMorgan U.S. Momentum Factor ETF		4 698	7,78	1 099	21,19
2025-08-29	NP	STXM - Strive Mid-Cap ETF		101	4,12	23	9,52
2025-08-13	13F	Norges Bank		149 491		34 425
2025-06-27	NP	SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1		3 916	6,76	809	−5,72
2025-08-14	13F	Long Walk Management Lp		276 325	78,50	63 632	86,93
2025-08-26	NP	XOVR - ERShares Entrepreneur 30 ETF		26 951	1,56	6 206	6,36
2025-08-14	13F	Price T Rowe Associates Inc /md/		454 478	731,77	105	766,67
2025-07-29	NP	SFYX - SoFi Next 500 ETF		408	2,26	86	1,18
2025-08-27	NP	ACSMX - Advisors Capital Small/Mid Cap Fund		11 900	20,20	2 740	25,86
2025-08-06	13F	BNP Paribas Asset Management Holding S.A.		225		0
2025-08-11	13F	Mach-1 Financial Group, Inc.		3 488		803
2025-07-08	13F	Strategic Advocates LLC		1 088	9,90	251	15,21
2025-08-14	13F	Susquehanna International Group, Llp		6 753		1 555
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		10 618	2,60	2 193	−9,42
2025-05-30	NP	QMID - WisdomTree U.S. MidCap Quality Growth Fund		44	2,33	10	−10,00
2025-07-29	NP	EBI - Longview Advantage ETF		224	22 300,00	47
2025-06-26	NP	DFAS - Dimensional U.S. Small Cap ETF		42 314	22,83	8 739	8,45
2025-08-14	13F	Group One Trading, L.p.	Put	2 100		484
2025-08-20	NP	RUSC - U.S. Small Cap Equity Active ETF		267		61
2025-08-14	13F	Group One Trading, L.p.	Call	500		115
2025-08-07	13F	King Luther Capital Management Corp		7 744		1 783
2025-08-20	NP	QHFRX - AQR MS Fusion HV Fund Class R6	Short	−141		−32
2025-07-10	13F	Oliver Lagore Vanvalin Investment Group		409		90
2025-06-26	NP	DCOR - Dimensional US Core Equity 1 ETF		770	20,31	159	6,71
2025-08-08	13F	Principal Financial Group Inc		832 891	107,24	191 806	117,04
2025-07-23	NP	CFSLX - Column Small Cap Fund		12 956	4,72	2 736	3,09
2025-08-14	13F	Millennium Management Llc		52 285	189,59	12 040	203,27
2025-07-29	13F	Stanley-Laman Group, Ltd.		25 615		5 899
2025-08-15	13F	State of Tennessee, Treasury Department		10 923	22,41	2 515	28,19
2025-08-29	NP	JAFEX - Total Stock Market Index Trust NAV		386	4,61	89	8,64
2025-06-23	NP	MGPIX - Mid-cap Growth Profund Investor Class		82	49,09	17	33,33
2025-08-13	13F	Baird Financial Group, Inc.		2 530	15,68	583	21,25
2025-06-23	NP	PPNMX - SmallCap Growth Fund I R-3		20 490		4 232
2025-08-20	NP	WSMNX - William Blair Small-Mid Cap Growth Fund Class N		94 000	33,52	21 646	39,83
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		34 554	6,60	7 297	4,93
2025-08-13	13F	Northwestern Mutual Wealth Management Co		129	21,70	30	26,09
2025-08-12	13F	Global Retirement Partners, LLC		51	6,25	12	0,00
2025-08-29	NP	BIASX - Brown Advisory Small-Cap Growth Fund Investor Shares		42 564	41,72	9 802	48,41
2025-04-25	NP	VFMF - Vanguard U.S. Multifactor 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		605	4,49	130	81,69
2025-08-06	13F	Resona Asset Management Co.,Ltd.		4 203		968
2025-07-29	NP	VRGWX - Vanguard Russell 1000 Growth Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		28 003	5,88	5 913	4,25
2025-05-15	13F/A	Orion Portfolio Solutions, LLC		13 757	81,11	3 025	61,42
2025-06-26	NP	ASGTX - Transamerica Small Cap Growth A		10 310	4,09	2 129	−8,07
2025-08-14	13F	Redwood Investment Management, Llc		5 967		1
2025-08-14	13F	Raymond James Financial Inc		94 155	2,66	21 682	7,51
2025-08-27	NP	Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A		22 274	141,11	5 129	135,92
2025-06-25	NP	RECS - Columbia Research Enhanced Core ETF		1 228	45,33	254	28,43
2025-06-17	NP	MMSMX - Multi-Manager U.S. Small Cap Equity Fund Class P Shares		5 852		1 209
2025-08-14	13F	TFJ Management, LLC		34 030	52,79	7 836	60,02
2025-08-11	13F	Alps Advisors Inc		1 680	1,20	387	5,75
2025-07-29	13F	William Blair Investment Management, Llc		733 428	73,55	168 894	81,75
2025-07-29	NP	SLPAX - Siit Small Cap Fund - Class A		1 190	16,67	251	15,14
2025-08-14	13F	Capstone Investment Advisors, Llc		1 031		237
2025-06-26	NP	DFAC - Dimensional U.S. Core Equity 2 ETF		29 570	34,20	6 107	18,49
2025-07-28	NP	EQAL - Invesco Russell 1000 Equal Weight ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1 942	21,45	410	19,88
2025-08-08	13F	Tortoise Investment Management, LLC		1		0
2025-07-10	13F	Exchange Traded Concepts, Llc		500	7,76	115	12,75
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		2 788	99,29	576	75,84
2025-08-08	13F	Geode Capital Management, Llc		438 522	0,33	100 999	5,06
2025-08-14	13F	Bridgefront Capital, LLC		1 432		330
2025-07-22	13F	HFM Investment Advisors, LLC		2	100,00	0
2025-08-14	13F	Melqart Asset Management (uk) Ltd		16 832	23,47	3 876	29,33
2025-07-15	13F	LVZ Advisors, Inc.		2 442	0,21	562	5,05
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		27 009	2,93	6 220	7,78
2025-08-12	13F	Charles Schwab Investment Management Inc		159 670	0,08	36 769	4,80
2025-08-15	13F	Morgan Stanley		375 436	40,50	86 456	47,13
2025-07-25	NP	NTIAX - Columbia Mid Cap Index Fund Class A		19 805	1,50	4 182	−0,07
2025-08-13	13F	M&t Bank Corp		5 842	5,66	1 345	10,70
2025-06-18	NP	REBYX - U.S. Small Cap Equity Fund Class Y		9 353	111,32	1 932	86,57
2025-05-14	13F	Pilgrim Partners Asia Pte Ltd		220		48
2025-08-13	13F	Twin Peaks Wealth Advisors, LLC		15		4
2025-06-23	NP	MDPIX - Mid-cap Profund Investor Class		86	24,64	18	6,25
2025-03-31	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		5 397	41,28	1 262	58,94
2025-08-14	13F	CoreCap Advisors, LLC		35	20,69	8	33,33
2025-07-29	NP	PREFX - T. Rowe Price Tax-Efficient Equity Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1 000	11,11	211	9,33
2025-06-18	NP	NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6		3 452		713
2025-06-24	NP	Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF		241	59,60	50	40,00
2025-08-08	13F	Jupiter Asset Management Ltd		28 760	134,99	6 623	146,08
2025-06-24	NP	BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF		7 666	11,49	1 583	−1,55
2025-08-22	NP	VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class		1 227	7,63	283	12,80
2025-03-28	NP	HAPS - Harbor Corporate Culture Small Cap ETF		4 227	17,35	989	32,09
2025-05-30	NP	LQPE - PEO AlphaQuest(TM) Thematic PE ETF		1 086		239
2025-08-27	NP	PGOAX - PGIM JENNISON SMALL COMPANY FUND Class A		64 945	50,52	14 956	57,62
2025-04-28	NP	VUSE - Vident Core U.S. Equity Fund		4 310	6,95	924	−9,59
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		3 564	7,16	753	5,47
2025-06-23	NP	PMBMX - MidCap Fund (f/k/a MidCap Blend Fund) R-3		401 191	302,64	82 854	255,50
2025-08-06	NP	LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class		2 936	56,59	676	64,08
2025-08-27	NP	JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A)		34 878	65,98	8 032	73,83
2025-08-26	NP	PEXMX - T. Rowe Price Extended Equity Market 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		3 793	19,13	873	24,71
2025-08-14	13F	Aster Capital Management (DIFC) Ltd		684	98,84	158	115,07
2025-08-05	13F	Bryce Point Capital, LLC		2 178		502
2025-08-13	13F	CTF Capital Management, LP		61 253		14 105
2025-08-28	NP	New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class		1 548	2,93	356	7,88
2025-07-29	NP	CLSE - Convergence Long/Short Equity ETF	Short	−4 354	−32,52	−919	−33,55
2025-08-07	13F	Zions Bancorporation, National Association /ut/		6 766	16,78	1 558	22,29
2025-04-29	NP	SVYAX - SIIT U.S. Managed Volatility Fund - Class A		1 455	120,79	312	108,00
2025-08-04	13F	Spire Wealth Management		4		1
2025-08-25	NP	PRINCIPAL VARIABLE CONTRACTS FUNDS INC - MidCap Account Class 1		12 761	119,00	2 939	129,35
2025-03-27	NP	PTMC - Pacer Trendpilot US Mid Cap ETF		3 362	7,17	786	13,26
2025-06-26	NP	TRPWX - TIAA-CREF Mid-Cap Growth Fund Institutional Class		43 210		8 924
2025-08-14	13F	Smartleaf Asset Management LLC		608	18,52	138	22,12
2025-07-30	NP	PTEC - Global X PropTech ETF		384	23,47	81	22,73
2025-08-04	13F	Atria Investments Llc		3 830	4,87	882	9,71
2025-07-15	13F	Fortitude Family Office, LLC		15		3
2025-03-31	NP	PDAVX - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares		156	38,05	36	56,52
2025-04-29	NP	SSCYX - Small Capitalization Portfolio Class A		244	8,44	52	−8,77
2025-08-14	13F	UBS Group AG		101 781	45,25	23 438	52,12
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		210	85,84	48	100,00
2025-08-13	13F	Natixis Advisors, L.p.		33 964	41,75	8	40,00
2025-08-13	13F	Brown Advisory Inc		222 889	76,31	51 327	84,63
2025-08-14	13F	Jane Street Group, Llc	Call	22 400	49,33	5 158	56,40
2025-07-30	13F	DekaBank Deutsche Girozentrale		1 523	57,99	0
2025-08-15	13F	Kensington Investment Counsel, LLC		900		207
2025-08-20	NP	QRPNX - AQR Alternative Risk Premia Fund Class N	Short	−1 381	7,64	−318	12,77
2025-08-08	13F	Hartland & Co., LLC		247	128,70	57	143,48
2025-08-14	13F	Bank Of America Corp /de/		140 505	3,06	32 355	7,92
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		18 191	1,98	4 189	6,81
2025-08-28	NP	New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES		3 593	13,20	827	18,65
2025-06-26	NP	FSPGX - Fidelity Large Cap Growth Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		26 878	8,30	5 551	−4,39
2025-04-29	NP	ORSIX - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I		13 131	13,58	2 817	−3,99
2025-08-14	13F	Optiver Holding B.V.		19		4
2025-08-25	NP	MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class		9 262	98,20	2 133	107,59
2025-07-21	13F	Cromwell Holdings LLC		1		0
2025-05-15	13F	Texas Permanent School Fund		9 559		1 974
2025-06-25	NP	IQSM - IQ Candriam ESG U.S. Mid Cap Equity ETF		2 387		493
2025-08-08	13F	Intech Investment Management Llc		8 415		1 938
2025-08-26	NP	PRNHX - T. Rowe Price New Horizons 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		107 485		24 752
2025-08-26	NP	IRGJX - Voya RussellTM Mid Cap Growth Index Portfolio Class I		7 184	4,36	1 654	9,32
2025-07-11	13F	Assenagon Asset Management S.A.		6 923		1 594
2025-08-12	13F	Dimensional Fund Advisors Lp		266 040	6,87	61 262	11,91
2025-08-27	NP	Advanced Series Trust - Ast Prudential Growth Allocation Portfolio		821	39,39	189	46,51
2025-08-08	13F	Pnc Financial Services Group, Inc.		2 202	18,58	507	24,26
2025-08-11	13F	New Age Alpha Advisors, LLC		5 141	9,90	1 184	15,08
2025-08-26	NP	GFSYX - Strategic Alternatives Fund Institutional				−267	−1 670,59
2025-08-08	13F	Atlantic Trust, LLC		9		2
2025-08-27	NP	Advanced Series Trust - Ast Small-cap Growth Portfolio		2 242	18,88	516	24,64
2025-07-30	NP	FCTDX - Strategic Advisers Fidelity U.S. Total Stock Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		29 600		6 251
2025-08-14	13F	Cache Advisors, LLC		883		203
2025-07-31	13F	Quest Partners LLC		1 408	60,00	324	67,88
2025-06-26	NP	JHMM - John Hancock Multifactor Mid Cap ETF		10 860	21,03	2 243	6,86
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		127 042	1,03	26 827	−0,54
2025-08-14	13F	Cubist Systematic Strategies, LLC	Call	1 400		322
2025-08-22	NP	CVLC - Calvert US Large-Cap Core Responsible Index ETF		227	6,57	52	13,04
2025-08-11	13F	Covestor Ltd		1 093	5,81	0
2025-06-25	NP	WMLIX - Wilmington Large-Cap Strategy Fund Class I Shares		200		41
2025-06-26	NP	FULVX - Fidelity U.S. Low Volatility Equity Fund		600		124
2025-08-13	13F	Marshall Wace, Llp		57 429	2 568,63	13 225	2 695,77
2025-08-29	NP	QSML - WisdomTree U.S. SmallCap Quality Growth Fund		249		57
2025-06-26	NP	FHOFX - Fidelity Series Large Cap Growth Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1 506	22,64	311	8,36
2025-08-07	13F	ProShare Advisors LLC		1 078	3,55	248	8,77
2025-07-28	13F	New York State Teachers Retirement System		8 940	1,90	2	100,00
2025-08-20	NP	LKSMX - LKCM Small-Mid Cap Equity Fund		3 551		818
2025-08-14	13F	Nellore Capital Management LLC		506 892	25,86	116 727	31,80
2025-08-06	13F	First Horizon Advisors, Inc.		564	1,81	130	6,61
2025-07-22	NP	GGUS - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF		294	7,69	62	6,90
2025-08-14	13F	Verition Fund Management LLC		35 298	254,26	8 128	270,97
2025-04-29	NP	SMIZ - Zacks Small/Mid Cap ETF		2 037	36,62	437	15,34
2025-08-11	13F	Principal Securities, Inc.		391	551,67	90	542,86
2025-08-15	NP	Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund		395	25,40	91	30,43
2025-06-20	NP	JMID - Janus Henderson Mid Cap Growth Alpha ETF		260		54
2025-08-27	NP	TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial		12 788	148,65	2 945	143,31
2025-08-14	13F	Comerica Bank		7 199	1,01	1 658	5,74
2025-08-13	13F	Jones Financial Companies Lllp		396	15,79	90	20,00
2025-06-30	NP	RFISX - Ranger Small Cap Fund Institutional Class		3 565	26,06	736	11,35
2025-07-23	NP	CFMCX - Column Mid Cap Fund		358		76
2025-08-28	NP	IGM - iShares Expanded Tech Sector 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		10 448	2,34	2 406	7,17
2025-08-18	13F	Geneos Wealth Management Inc.		3		1
2025-08-20	NP	QSPIX - AQR Style Premia Alternative Fund Class I	Short	−7 707	56,97	−1 775	64,41
2025-08-08	13F	SG Americas Securities, LLC		20 342		5
2025-08-13	13F	Mount Yale Investment Advisors, LLC		240		55
2025-07-15	13F	Norden Group Llc		3 801	2,70	875	7,63
2025-07-24	NP	FMCDX - Fidelity Advisor Stock Selector Mid Cap Fund Class A 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		33 700		7 116
2025-08-22	NP	BTAL - AGFiQ U.S. Market Neutral Anti-Beta Fund		6 346		1 461
2025-06-26	NP	DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth 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		20 004	23,22	4 131	8,80
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		3 786	16,56	782	2,90
2025-08-04	13F	Migdal Insurance & Financial Holdings Ltd.		1		0
2025-06-26	NP	FZIPX - Fidelity ZERO Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		6 959	3,22	1 437	−8,88
2025-08-11	13F	Universal- Beteiligungs- und Servicegesellschaft mbH		11 008	0,27	2 535	4,97
2025-06-25	NP	TBDAX - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A		3 981		822
2025-08-27	NP	SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1		904	27,86	208	34,19
2025-08-28	NP	DTSGX - Small Company Growth Portfolio Investment Class		1 035	19,79	238	25,93
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		1 020	12,33	211	−0,94
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		59 206	157,74	12 227	127,56
2025-08-06	NP	LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class		9 200	31,43	2 119	37,62
2025-07-29	13F	Cottonwood Capital Advisors, Llc		876		202
2025-08-18	13F	Wolverine Trading, Llc	Call	6 700	76,32	1 523	81,31
2025-08-14	13F	Ubs Asset Management Americas Inc		94 459	29,89	21 752	36,02
2025-05-28	NP	PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I		41 164	25,07	9 052	11,47
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		670 315	2,01	154 360	6,82
2025-08-14	13F	Ashe Capital Management, LP		1 331 260	17,18	306 563	22,71
2025-08-20	NP	WBSNX - William Blair Small Cap Growth Fund Class N		44 950		10 351
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		16 803	0,67	3 869	5,42
2025-07-22	13F	Davidson Kahn Capital Management, LLC		9 225	6,57	2 127	11,77
2025-08-25	NP	MMBUX - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I		142	914,29	33	966,67
2025-08-14	13F	Vident Advisory, LLC		3 219	14,80	741	20,29
2025-07-24	NP	FSKGX - Fidelity Growth Strategies K6 Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		11 000	10,00	2 323	8,25
2025-08-14	13F	Wiley Bros.-aintree Capital, Llc		3 190	11,85	735	15,41
2025-07-14	13F	Farmers & Merchants Investments Inc		17	21,43	4	0,00
2025-08-06	13F	Parnassus Investments /ca		6 858	16,97	1 579	22,50
2025-08-28	NP	TPSC - Timothy Plan US Small Cap Core ETF		1 718	42,10	396	49,06
2025-08-26	NP	JMEE - JPMorgan Market Expansion Enhanced Equity ETF		10 459	3,24	2 408	8,13
2025-08-13	13F	Bank Of Nova Scotia		1 691		390
2025-08-14	13F	Schonfeld Strategic Advisors LLC		4 886		1 125
2025-06-26	NP	PQCCX - PGIM QMA Mid-Cap Core Equity Fund Class R6		105	16,67	22	0,00
2025-08-19	13F	Ranger Investment Management, L.P.		140 685	17,36	32 397	22,89
2025-06-26	NP	DFUS - Dimensional U.S. Equity ETF		6 539	39,93	1 350	23,51
2025-08-08	13F	Advisors Capital Management, LLC		19 202	11,50	4 422	16,77
2025-08-12	13F	XTX Topco Ltd		6 142		1 414
2025-08-14	13F	Snowden Capital Advisors LLC		1 552	0,45	357	5,31
2025-07-29	13F	Curbstone Financial Management Corp		3 090	8,80	712	13,94
2025-06-27	NP	PCSGX - PACE Small/Medium Co Growth Equity Investments Class P		6 245	516,49	1 290	446,19
2025-07-18	13F	Truist Financial Corp		3 885	6,97	895	12,03
2025-07-28	NP	VCGAX - Growth & Income Fund		1 388		293
2025-08-07	13F	Readystate Asset Management Lp		1 837		423
2025-07-28	NP	VCULX - Growth Fund		333		70
2025-08-12	13F	American Century Companies Inc		4 466	9,49	1 028	14,73
2025-06-30	NP	GPRIX - Grandeur Peak Global Reach Fund Institutional Class		1 071		221
2025-08-14	13F	Horizon Investments, LLC		1		0
2025-07-31	13F	Nisa Investment Advisors, Llc		9 370	62,98	2 158	70,65
2025-08-04	13F	Strs Ohio		525		121
2025-07-29	13F	Private Wealth Management Group, LLC		26	44,44	6	66,67
2025-08-12	13F	Proequities, Inc.	Put	0		0
2025-08-12	13F	Proequities, Inc.	Call	0		0
2025-08-12	13F	Proequities, Inc.		0		0
2025-08-14	13F	Woodline Partners LP		2 070	18,02	477	23,64
2025-08-14	13F	Royal Bank Of Canada		97 111	113,66	22 363	123,79
2025-07-31	13F	Linden Thomas Advisory Services, LLC		1 469	5,38	338	10,46
2025-08-14	13F	Freestone Grove Partners LP		1 130		260
2025-08-12	13F	Bokf, Na		1 399		322
2025-08-27	NP	PFSVX - PartnerSelect SBH Focused Small Value Fund Institutional Class		3 252		749
2025-08-26	NP	EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB		3 934	159,16	906	171,77
2025-08-05	13F	Bank of New York Mellon Corp		221 812	6,48	51 079	11,50
2025-08-27	13F/A	Brinker Capital Investments, LLC		14 006	1,81	3 225	6,61
2025-08-12	13F	LPL Financial LLC		11 662	13,45	2 686	20,40
2025-08-01	13F	Ashton Thomas Private Wealth, LLC		1 010		233
2025-08-05	13F	NewSquare Capital LLC		10	11,11	2	100,00
2025-08-14	13F	Citadel Advisors Llc	Call	27 000	22,73	6 218	28,53
2025-07-14	13F	Park Avenue Securities Llc		1 251		0
2025-08-13	13F	Natixis		2 373	3,22	546	8,76
2025-08-12	13F	Entropy Technologies, LP		2 730		629
2025-08-13	13F	Arizona State Retirement System		6 489	3,43	1 494	8,34
2025-08-26	NP	DFDMX - DF Dent Midcap Growth Fund Investor Shares		61 466	29,05	14 154	35,15
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		3 933	2,88	906	7,74
2025-08-14	13F	Mml Investors Services, Llc		1 500	3,59	0
2025-08-08	13F	Fiera Capital Corp		166 161	1,79	38 264	6,59
2025-07-28	NP	MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF		1 008	16,13	213	13,98
2025-06-18	NP	REUYX - Sustainable Equity Fund Class Y		444	−170,81	92	−244,44
2025-08-20	NP	QLFIX - AQR LSE Fusion Fund Class I	Short	−82		−19
2025-08-01	13F	Jennison Associates Llc		90 171	47,37	20 765	54,33
2025-08-14	13F	Point72 Asia (Singapore) Pte. Ltd.		12		3
2025-08-11	13F	Tidemark, LLC		120	380,00	28	440,00
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		91	225,00	21	233,33
2025-07-29	NP	PTL - Inspire 500 ETF		847	17,31	179	15,58
2025-08-12	13F	Legal & General Group Plc		36 775	2,63	8 469	7,48
2025-08-14	13F	Greenstone Partners & Co., LLC		134 229	20,13	30 910	25,80
2025-08-11	13F	Bell Investment Advisors, Inc		42	31,25	10	28,57
2025-04-29	NP	PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A		49	22,50	11	0,00
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		1 014	10,70	209	−2,34
2025-08-22	NP	FMDGX - Fidelity Mid Cap Growth Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		21 049	33,38	4 847	39,68
2025-08-27	NP	JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)		2 828	12,62	651	17,93
2025-08-14	13F	Insight Holdings Group, LLC		152 600		35 141
2025-05-30	NP	HHCAX - Highland Long/Short Healthcare Fund Class A	Short	−870		−191
2025-09-04	13F/A	Advisor Group Holdings, Inc.		553	266,23	124	275,76
2025-07-24	13F	Us Bancorp \de\		2 022	17,42	466	23,02
2025-07-29	NP	TMFE - Motley Fool Capital Efficiency 100 Index ETF		422	36,57	89	34,85
2025-07-28	NP	AVLC - Avantis U.S. Large Cap Equity ETF		228	13,43	48	11,63
2025-07-29	NP	PFGEX - Parnassus Growth Equity Fund Investor Shares		6 307	17,45	1 452	23,05
2025-08-14	13F	EP Wealth Advisors, Inc.		1 457	0,21	336	5,02
2025-05-05	13F	Lindbrook Capital, Llc		310	313,33	68	277,78
2025-08-14	13F	Fiduciary Trust Co		1 470	0,41	338	5,30
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		104 121	1,40	23 977	6,18
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		5 019	12,23	1 037	−0,96
2025-07-25	13F	Index Fund Advisors, Inc.		3 373		777
2025-07-30	13F	First Citizens Bank & Trust Co		4 556	263,03	1 049	281,45
2025-07-28	13F	Delap Wealth Advisory, Llc		876		202
2025-07-25	NP	SCHB - Schwab U.S. Broad Market ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		13 616	5,07	2 875	3,45
2025-08-08	13F	Cetera Investment Advisers		2 222	21,09	512	26,80
2025-07-28	NP	MSLC - Morgan Stanley Pathway Large Cap Equity ETF		836	23,12	177	21,38
2025-08-13	13F	Bare Financial Services, Inc		5		1
2025-07-24	NP	ONEQ - Fidelity Nasdaq Composite Index Tracking Stock 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		5 131	0,39	1 084	−1,19
2025-07-28	NP	RWK - Invesco S&P MidCap 400 Revenue ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1 226	0,66	259	−1,15
2025-07-29	NP	TMFX - Motley Fool Next Index ETF		578	1,58	122	0,00
2025-06-26	NP	ETTOX - E*TRADE No Fee Total Market Index Fund		9		2
2025-08-22	NP	VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class		132 700	3,03	30 558	7,89
2025-07-30	13F	Wallace Advisory Group, LLC		1 134		249
2025-07-29	NP	VITAX - Vanguard Information Technology Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		415 058	2,32	87 648	0,73
2025-08-14	13F	Summit Trail Advisors, Llc		1 289		297
2025-08-26	NP	FLQM - Franklin LibertyQ U.S. Mid Cap Equity ETF		12 936	37,60	2 979	44,07
2025-06-18	NP	RSEAX - U.S. Strategic Equity Fund Class A		9 274	265,41	1 915	233,04
2025-08-05	13F	Versor Investments LP		5 111	231,67	1 177	247,93
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		76 638	7,25	15 827	−5,31
2025-06-24	NP	QLV - FlexShares US Quality Low Volatility Index Fund This fund is a listed as child fund of Northern Trust 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		1 360	1 273,74	281	3 011,11
2025-08-28	NP	GMLGX - GuideMark(R) Large Cap Core Fund Service Shares		2 077		478
2025-07-31	13F	Alamar Capital Management, LLC		18 300	60,88	4 214	68,49
2025-07-25	13F	Stephens Consulting, LLC		2		0
2025-08-14	13F	Federation des caisses Desjardins du Quebec		7	250,00	2
2025-08-06	13F	Rialto Wealth Management, LLC		1		0
2025-08-14	13F	Quantinno Capital Management LP		21 863	0,05	5 035	4,77
2025-03-27	NP	PAMC - Pacer Lunt MidCap Multi-Factor Alternator ETF		1 890		442
2025-08-11	13F	Portside Wealth Group, LLC		3 828	8,72	882	13,82
2025-08-20	NP	QMFNX - AQR MS Fusion Fund Class N	Short	−127		−29
2025-08-14	13F	Nebula Research & Development LLC		7 711		1 776
2025-06-20	NP	JSMD - Janus Henderson Small/Mid Cap Growth Alpha ETF		19 029	330,81	3 930	757,86
2025-08-22	NP	VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class		518	7,02	119	12,26
2025-07-29	NP	BLES - Inspire Global Hope ETF		1 364		288
2025-08-20	NP	QCFIX - AQR CVX Fusion Fund Class I	Short	−23		−5
2025-07-09	13F	Reyes Financial Architecture, Inc.		418		96
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		43 299	2,11	9 143	0,53
2025-07-14	13F	Lewis Asset Management, LLC		1 105	1,56	254	6,28
2025-07-25	13F	Envestnet Portfolio Solutions, Inc.		5 634	195,28	1 297	209,55
2025-06-17	NP	GSEQX - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares		3 333	8,11	688	−4,58
2025-08-14	13F	Man Group plc		66 666	7,95	15 352	13,04
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		6 079	5,21	1 255	−7,11
2025-05-29	NP	CSF - VictoryShares US Discovery Enhanced Volatility Wtd ETF		288	23,08	63	10,53
2025-08-14	13F	Goldman Sachs Group Inc		68 494	2,57	15 773	7,41
2025-08-14	13F	ISAM Funds (UK) Ltd		2 385		549
2025-08-13	13F	Custom Index Systems, Llc		4 263	16,38	982	21,86
2025-08-13	13F	Sellaronda Global Management LP		85 000	6,25	19 574	11,26
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		2 486	1,80	572	6,72
2025-08-05	13F	Huntington National Bank		200	58,73	46	70,37
2025-08-29	NP	EZM - WisdomTree U.S. MidCap Fund N/A		2 232	5,43	514	10,32
2025-08-26	NP	TQSMX - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		3 108		716
2025-08-14	13F	Wells Fargo & Company/mn		102 637	0,76	23 635	5,51
2025-06-30	NP	TRFM - AAM Transformers ETF		769	24,84	159	9,72
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		3 095	9,67	639	−3,18
2025-08-20	NP	NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I		9 591	2,26	2 209	7,08
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		1 071	5,93	221	−6,36
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		5 108	1,59	1 176	6,43
2025-07-25	13F	Verdence Capital Advisors LLC		4 195	45,01	966	51,89
2025-07-31	13F	State of New Jersey Common Pension Fund D		9 041	0,49	2 082	5,21
2025-08-26	NP	EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K		2 094	1,80	482	6,64
2025-07-24	13F	Callan Family Office, LLC		2 720		626
2025-08-27	NP	ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund		425	137,43	98	148,72
2025-06-26	NP	KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares		93	5,68	19	−5,00
2025-08-19	13F	Cape Investment Advisory, Inc.		12		3
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		15 019	9,14	3 102	−3,64
2025-08-13	13F	State Board Of Administration Of Florida Retirement System		16 772	1,27	3 862	6,07
2025-08-22	NP	CVMC - Calvert US Mid-Cap Core Responsible Index ETF		174	10,83	40	17,65
2025-07-30	NP	BFOR - Barron's 400 ETF		1 680		355
2025-07-25	NP	WSML - iShares MSCI World Small-Cap ETF		1 274		269
2025-07-07	13F	Somerset Trust Co		1 105	6,66	254	11,89
2025-08-08	13F	Commonwealth Of Pennsylvania Public School Empls Retrmt Sys		5 921	6,57	1 363	11,63
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		28 850	45,71	6 644	52,57
2025-07-09	13F	First Bank & Trust		1 307	8,65	301	13,64
2025-07-25	13F	Hemington Wealth Management		10	66,67	0
2025-08-14	13F	Brevan Howard Capital Management LP		3 681		848
2025-08-29	NP	USMF - WisdomTree U.S. Multifactor Fund N/A		14 599		3 362
2025-06-24	NP	SWTSX - Schwab Total Stock Market Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		11 277	0,17	2 329	−11,58
2025-07-15	13F	Td Private Client Wealth Llc		6		1
2025-08-14	13F	Caledonia (Private) Investments Pty Ltd		238 880		55 009
2025-08-28	NP	Elevation Series Trust - RiverNorth Patriot ETF		28		6
2025-07-25	13F	Johnson Investment Counsel Inc		13 242	22,38	3 049	28,16
2025-08-06	13F	Agf Management Ltd		14 314		3 296
2025-07-22	NP	GUSA - Goldman Sachs MarketBeta U.S. 1000 Equity ETF		750	0,27	158	−1,25
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		4 933	1,34	1 042	−0,29
2025-08-14	13F	Point72 Asset Management, L.P.		6 103		1 405
2025-08-07	13F	Illinois Municipal Retirement Fund		6 115	86,38	1 408	95,28
2025-08-26	NP	Profunds - Profund Vp Mid-cap Growth		210	7,69	48	14,29
2025-07-31	13F	Azzad Asset Management Inc /adv		15 935	2,95	3 670	7,82
2025-08-14	13F	Df Dent & Co Inc		494 818	26,26	113 947	32,22
2025-08-04	13F	Hantz Financial Services, Inc.		30	500,00	0
2025-08-28	NP	IWP - iShares Russell Mid-Cap Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		142 353	5,94	32 781	10,94
2025-08-15	NP	Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund		2 771		638
2025-08-13	13F	Grandeur Peak Global Advisors, LLC		2 106		485
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		33 423	9,03	7 058	7,33
2025-08-26	NP	PRDSX - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		163 177	117,40	37 576	112,68
2025-05-29	NP	CSA - VictoryShares US Small Cap Volatility Wtd ETF		226	7,62	50	−3,92
2025-08-27	13F/A	Squarepoint Ops LLC		126 689	24,97	29 174	30,87
2025-08-14	13F	Kerrisdale Advisers, LLC		12 942	32,77	2 980	39,06
2025-08-28	NP	JOPPX - Johnson Opportunity Fund		12 000	22,45	2 763	28,21
2025-08-13	13F	Russell Investments Group, Ltd.		70 407	1,01	16 213	5,77
2025-08-26	NP	TMSL - T. Rowe Price Small-Mid Cap ETF		9 382	1 247,99	2 160	1 225,15
2025-08-01	13F	Motley Fool Asset Management LLC		1 048	9,74	241	14,76
2025-07-16	13F	St Germain D J Co Inc		727		167
2025-07-15	13F	Burns Matteson Capital Management, LLC		1 441	0,49	332	5,08
2025-08-18	13F	Capital Impact Advisors, LLC		26 687	0,84	6 206	6,65

US:APPF	286,46 US$
DE:4P0	241,80 €

IT:1APPF / AppFolio, Inc. - Institutionellt ägande - Köpare

Institutionellt ägande och fondägande - Köpare

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