1PNFP Institutionellt ägande, köpare - Pinnacle Financial Partners, Inc.

Institutionellt ägande och fondägande - Köpare

Större innehavare som har öppnat nya positioner i Pinnacle Financial Partners, Inc. inkluderar PDP - Invesco DWA Momentum ETF, JAHBX - Small Cap Value Trust NAV, Kodai Capital Management LP, IWP - iShares Russell Mid-Cap Growth ETF, Symphony Financial, Ltd. Co., IWF - iShares Russell 1000 Growth ETF, FRSLX - Nuveen Mid Cap Growth Opportunities Fund Class A, New Age Alpha Advisors, LLC, SDVD - FT Vest SMID Rising Dividend Achievers Target Income ETF, New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES, Point72 (DIFC) Ltd, WSML - iShares MSCI World Small-Cap ETF, FMDGX - Fidelity Mid Cap Growth Index Fund, OWTEX - Old Westbury Total Equity Fund, Persistent Asset Partners Ltd, Alamea Verwaltungs GmbH, DRW Securities, LLC, Ieq Capital, Llc, New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class, och SILVER OAK SECURITIES, 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 (%)
2025-07-15	13F	Public Employees Retirement System Of Ohio		84 838	0,29	9 367	4,41
2025-07-23	13F	Sunbeam Capital Management, LLC		9 930	0,23	1 096	4,38
2025-06-26	NP	EUSM - Eventide US Market ETF		2 676	1 156,34	268	930,77
2025-06-25	NP	FNX - First Trust Mid Cap Core AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		30 405	284,73	3 048	209,03
2025-08-27	NP	RYDEX VARIABLE TRUST - Banking Fund Variable Annuity		553	83,72	61	96,77
2025-08-13	13F	Northern Trust Corp		678 348	1,48	74 896	5,66
2025-08-28	NP	SMAP - Amplify Small-Mid Cap Equity ETF		446	13,78	49	19,51
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		22 766	1,94	2 282	−18,09
2025-08-07	13F	Resources Investment Advisors, LLC.		6 674	3,14	737	7,29
2025-07-11	13F/A	Umb Bank N A/mo		1 129	31,59	125	37,78
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		3 840	5,55	385	−15,23
2025-08-08	13F	Cetera Investment Advisers		17 271	3,26	1 907	7,50
2025-08-29	NP	DON - WisdomTree U.S. MidCap Dividend Fund N/A		42 901	0,06	4 737	4,18
2025-08-27	NP	TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund		138	4,55	15	15,38
2025-07-15	13F	Patriot Investment Management Inc.		25 748	0,16	2 843	4,29
2025-08-06	13F	BNP Paribas Asset Management Holding S.A.		755		0
2025-06-27	NP	HAPY - Harbor Corporate Culture Leaders ETF		412	0,24	41	−19,61
2025-07-09	13F	Lbmc Investment Advisors, Llc		18 146	5,86	2 003	10,24
2025-08-08	13F	Commonwealth Of Pennsylvania Public School Empls Retrmt Sys		19 752	7,97	2 181	12,43
2025-08-12	13F	Journey Strategic Wealth Llc		1 948	0,88	215	5,39
2025-08-08	13F	Tortoise Investment Management, LLC		3		0
2025-08-14	13F	Quarry LP		281	497,87	31	675,00
2025-06-27	NP	PASIX - PACE Alternative Strategies Investments Class A		2 727	−168,16	273	−170,91
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		110 607	7,35	11 755	−0,15
2025-08-14	13F	Quantinno Capital Management LP		60 409	44,38	6 670	50,34
2025-08-14	13F	Wiley Bros.-aintree Capital, Llc		16 904	91,68	1 866	101,08
2025-08-13	13F	Norges Bank		1 027 636		113 461
2025-08-12	13F	Dynamic Technology Lab Private Ltd		13 430		1 483
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		5 052		558
2025-08-26	NP	IRMAX - Voya RussellTM Mid Cap Index Portfolio Class ADV		6 236	2,67	689	6,83
2025-07-21	13F	Hilltop National Bank		1 267	32,67	140	27,52
2025-08-26	NP	PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1 500 065	1,06	165 622	5,23
2025-08-14	13F	Mendon Capital Advisors Corp		3 000		331
2025-08-19	NP	NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio		36 711	1,10	4 053	5,27
2025-08-11	13F	Persistent Asset Partners Ltd		4 207		464
2025-08-04	13F	Emerald Mutual Fund Advisers Trust		12 883	51,89	1 422	58,18
2025-08-14	13F	Eventide Asset Management, Llc		4 579		502
2025-08-15	13F	Morgan Stanley		761 710	21,12	84 101	26,11
2025-07-25	13F	Hemington Wealth Management		102	18,60	0
2025-07-29	13F	BKD Wealth Advisors, LLC		2 227	0,18	246	4,26
2025-08-05	13F	Simplex Trading, Llc	Call	3 900	21,88	0
2025-08-13	13F	Mount Yale Investment Advisors, LLC		346		38
2025-08-27	NP	Advanced Series Trust - Ast Prudential Growth Allocation Portfolio		19 334	3,02	2 135	7,24
2025-08-26	NP	SASVX - Virtus Ceredex Small-Cap Value Equity Fund Class A		13 050	8,75	1 441	13,21
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		4 008	10,96	426	3,16
2025-08-13	13F	Amundi		4 386	25 700,00	513	51 200,00
2025-08-14	13F	Bank Of America Corp /de/		496 852	12,74	54 857	17,39
2025-08-12	13F	Northwestern Mutual Investment Management Company, Llc		17 163	0,86	1 895	4,99
2025-08-14	13F	Brevan Howard Capital Management LP		9 855	251,46	1 088	266,33
2025-08-12	13F	Rhumbline Advisers		209 295	0,49	23 108	4,64
2025-07-22	NP	GSSIX - Goldman Sachs Small Cap Value Fund Institutional		79 415	4,07	8 440	−3,19
2025-08-27	NP	BBGSX - Bridge Builder Small/Mid Cap Growth Fund		1 296		143
2025-07-22	NP	GUSA - Goldman Sachs MarketBeta U.S. 1000 Equity ETF		2 591	0,15	275	−6,78
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		12 623	16,66	1 265	−6,30
2025-08-14	13F	Jane Street Group, Llc	Call	5 700	103,57	629	112,50
2025-08-14	13F	Xponance, Inc.		9 114	2,42	1 006	6,68
2025-08-27	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		1 898 233	3,53	209 584	7,79
2025-08-14	13F	Jane Street Group, Llc		99 559	1 277,22	10 992	1 334,99
2025-08-04	13F	Assetmark, Inc		1 741	10,12	192	14,97
2025-08-07	13F	Allworth Financial LP		268	0,75	30	11,54
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		8 287	3,16	915	7,40
2025-07-15	13F	Fortitude Family Office, LLC		28		3
2025-08-27	NP	Advanced Series Trust - Ast Advanced Strategies Portfolio		3 144	5,68	347	10,16
2025-08-14	13F	EJF Capital LLC		5 138	2,53	567	6,78
2025-08-11	13F	Portside Wealth Group, LLC		1 960	6,99	216	3,35
2025-08-13	13F	Virtue Capital Management, LLC		1 862		206
2025-08-08	13F	Intech Investment Management Llc		6 610	15,48	730	20,30
2025-07-30	13F	Green Square Capital Advisors Llc		6 338	0,64	700	4,80
2025-08-26	NP	EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K		7 137	2,56	788	6,78
2025-08-13	13F	Cerity Partners LLC		26 061	4,15	2 877	8,44
2025-07-15	13F	Ballentine Partners, LLC		2 010	0,35	222	4,25
2025-06-26	NP	PQCCX - PGIM QMA Mid-Cap Core Equity Fund Class R6		345	15,00	35	−8,11
2025-08-14	13F	Two Sigma Investments, Lp		3 747		414
2025-08-14	13F	DecisionPoint Financial, LLC		152	2,70	17	13,33
2025-08-14	13F	Riggs Asset Managment Co. Inc.		32		4
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		34 931	0,83	3 501	−19,00
2025-08-14	13F	Balyasny Asset Management Llc		297 181	1 036,36	32 812	1 083,23
2025-08-08	13F	Pnc Financial Services Group, Inc.		6 991	6,23	772	10,62
2025-07-15	13F	Kraft Asset Management, Llc		9 467	367,51	1 045	388,32
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		202 638	2,51	21 536	−4,65
2025-07-31	13F/A	Avion Wealth		50	194,12	0
2025-08-26	NP	OGGFX - JPMorgan Small Cap Growth Fund Class I		268 557	0,54	29 651	4,69
2025-07-25	13F	JustInvest LLC		12 882	8,12	1 422	12,59
2025-08-11	13F	New Age Alpha Advisors, LLC		11 257		1 243
2025-05-15	13F	Glenmede Trust Co Na		2 281	7,19	242	−0,82
2025-08-27	NP	RYKIX - Banking Fund Investor Class		2 509	7,64	277	12,15
2025-07-25	13F	Oregon Public Employees Retirement Fund		15 759	1,29	1 740	5,46
2025-08-12	13F	O'shaughnessy Asset Management, Llc		16 177	3,73	1 786	8,05
2025-08-15	13F	Captrust Financial Advisors		81 497	16,88	8 998	21,71
2025-08-12	13F	Coldstream Capital Management Inc		6 250	0,14	690	4,39
2025-07-30	13F	First Citizens Bank & Trust Co		11 123	60,00	1 228	66,62
2025-08-27	NP	BERCX - Carillon Chartwell Mid Cap Value Fund Class Chartwell		4 070	27,15	449	32,45
2025-08-19	NP	Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1		5 885	1,73	650	5,87
2025-08-08	13F	Angel Oak Capital Advisors, LLC		5 000	25,00	552	30,19
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		11 668	6,52	1 240	−0,88
2025-08-14	13F	Manufacturers Life Insurance Company, The		1 010 422	3,26	111 561	7,51
2025-08-14	13F	Silvercrest Asset Management Group Llc		94 080	0,18	10 387	4,31
2025-08-14	13F	Cubist Systematic Strategies, LLC		20 398		2 252
2025-08-22	NP	BTAL - AGFiQ U.S. Market Neutral Anti-Beta Fund	Short	−13 026	−7,93	−1 438	−4,13
2025-08-11	13F	Bell Investment Advisors, Inc		39	14,71	4	33,33
2025-07-29	NP	PSCNX - Penn Capital Special Situations Small Cap Equity Fund Institutional Class		3 715	4,18	395	−3,19
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		33 038	8,09	3 312	−13,17
2025-08-13	13F	EverSource Wealth Advisors, LLC		18 730	2,51	2 068	6,71
2025-06-26	NP	DXUV - Dimensional US Vector Equity ETF		980	16,95	98	−5,77
2025-08-13	13F	Jones Financial Companies Lllp		2 687	13,33	294	18,07
2025-08-13	13F	Villanova Investment Management Co LLC		19 286	164,34	2 129	−4,06
2025-08-14	13F	Aster Capital Management (DIFC) Ltd		3 040		336
2025-08-11	13F	Vanguard Group Inc		7 453 718	3,88	822 965	8,16
2025-08-14	13F	D. E. Shaw & Co., Inc.		57 096		6 304
2025-06-23	NP	MDPIX - Mid-cap Profund Investor Class		282	25,33	28	0,00
2025-08-01	13F	Jennison Associates Llc		686 744	6,71	75 823	11,10
2025-08-06	13F	Savant Capital, LLC		15 290	495,64	1 688	520,59
2025-08-25	NP	AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1 131 294	97,38	124 906	105,52
2025-08-14	13F	Stifel Financial Corp		8 517	0,47	940	4,68
2025-08-20	NP	QNZNX - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N		116	−127,17	13	−129,27
2025-06-26	NP	FNKFX - Fidelity Mid-Cap Stock K6 Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		49 209	24,24	4 933	−0,20
2025-07-25	13F	Asset Planning,Inc		1 858	0,22	205	4,59
2025-08-13	13F	Edgestream Partners, L.P.		29 323		3 238
2025-08-13	13F	Ceredex Value Advisors LLC		141 075	18,29	15 576	23,17
2025-07-15	13F	Sheets Smith Wealth Management		5 980	1,79	660	6,11
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		14 335	11,18	1 437	−10,70
2025-08-29	NP	JAHBX - Small Cap Value Trust NAV		60 602		6 691
2025-07-10	13F	Wealth Enhancement Advisory Services, Llc		23 781	20,08	2 802	33,43
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		13 875	2,02	1 532	6,17
2025-08-26	NP	PXSCX - Pax Small Cap Fund Investor Class		100 000	42,86	11 041	48,76
2025-08-20	NP	QMFNX - AQR MS Fusion Fund Class N	Short	−68		−8
2025-07-30	13F	Forum Financial Management, LP		3 348	25,86	370	30,85
2025-07-22	NP	DSMFX - Destinations Small-Mid Cap Equity Fund Class I		25 096	12,33	2 667	4,51
2025-08-14	13F	Benjamin Edwards Inc		10 959	18,93	1 210	23,75
2025-07-11	13F	SILVER OAK SECURITIES, Inc		3 297		364
2025-08-14	13F	Voya Investment Management Llc		10 232	8,13	1 130	12,56
2025-08-04	13F	Retirement Systems of Alabama		230 937	0,35	25 498	4,49
2025-08-13	13F	Twin Peaks Wealth Advisors, LLC		10		1
2025-08-06	13F	Fox Run Management, L.l.c.		2 223		245
2025-08-14	13F	Man Group plc		15 555	10,37	1 717	14,93
2025-08-13	13F	Dana Investment Advisors, Inc.		15 205	0,86	1 679	5,01
2025-06-26	NP	OWTEX - Old Westbury Total Equity Fund		4 417		443
2025-07-21	13F	Ameritas Advisory Services, LLC		410		45
2025-07-25	NP	CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class		48 441	10,55	5 148	2,84
2025-08-27	NP	ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2		12 635	0,90	1 395	5,12
2025-05-30	NP	FLDZ - RiverNorth Patriot ETF		83	22,06	9	14,29
2025-08-06	13F	Phocas Financial Corp.		69 200	0,02	7 640	4,14
2025-08-12	13F	Deutsche Bank Ag\		11 224	3,75	1 239	8,02
2025-06-26	NP	FMCSX - Fidelity Mid-Cap 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		323 291	24,54	32 407	0,05
2025-08-14	13F	Junto Capital Management LP		512 838	14,97	56 622	19,71
2025-08-14	13F	Glenmede Investment Management, LP		2 442		270
2025-08-07	13F	Vise Technologies, Inc.		2 432		269
2025-08-26	NP	IWF - iShares Russell 1000 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		19 960		2 204
2025-08-07	13F	Readystate Asset Management Lp		4 238		468
2025-08-13	13F	California Public Employees Retirement System		128 160	2,52	14 150	6,75
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		113 856	5,93	12 101	−1,47
2025-08-20	NP	NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I		31 913	1,09	3 524	5,26
2025-08-14	13F	Mariner, LLC		69 865	4,97	7 714	9,30
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		40 738	9,02	4 330	1,41
2025-09-08	NP	ACSMX - Advisors Capital Small/Mid Cap Fund		24 100	14,22	2 118	−9,06
2025-08-12	13F	Horizon Financial Services, Llc		409	11,14	45	15,38
2025-08-12	13F	Catalyst Funds Management Pty Ltd		2 000		221
2025-08-27	13F/A	Brinker Capital Investments, LLC		41 171	6,75	4 546	11,15
2025-07-25	NP	NTIAX - Columbia Mid Cap Index Fund Class A		65 213	0,79	6 931	−6,25
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		1 184 770	0,69	130 810	4,84
2025-08-12	13F	Jpmorgan Chase & Co		652 562	0,53	72 049	4,67
2025-08-14	13F	Aquatic Capital Management LLC		1 193		132
2025-07-15	13F	Financial Management Professionals, Inc.		2		0
2025-08-12	13F	New Republic Capital, LLC		3 743	1,55	413	5,90
2025-07-29	13F	Stratos Wealth Partners, LTD.		10 130	2,49	1 118	6,68
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		47 911	1,86	4 803	−18,17
2025-07-29	NP	PJFM - PGIM Jennison Focused Mid-Cap ETF		1 518		161
2025-07-28	NP	AVMC - Avantis U.S. Mid Cap Equity ETF		2 879	16,14	306	7,77
2025-08-06	13F	Rialto Wealth Management, LLC		5		1
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		377	31,36	42	36,67
2025-07-11	13F	BTC Capital Management, Inc.		5 004	7,47	551	11,56
2025-08-14	13F	Holocene Advisors, LP		225 148	139,86	24 859	149,75
2025-07-31	13F	Quest Partners LLC		3 778		417
2025-08-05	13F	Scarborough Advisors, LLC		194		21
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		18 368	6,34	2 028	10,76
2025-08-20	NP	QHFRX - AQR MS Fusion HV Fund Class R6	Short	−75		−8
2025-08-14	13F	Ubs Asset Management Americas Inc		356 773	30,72	39 391	36,11
2025-07-16	13F	Cahaba Wealth Management, Inc.		2 235	0,27	247	4,24
2025-06-23	NP	PPSFX - LargeCap Value Fund III R-3		1 768	4,55	177	−15,71
2025-08-12	13F	Laurel Wealth Advisors LLC		60 947	10 941,12	1	−100,00
2025-08-13	13F	Jump Financial, LLC		2 071		229
2025-08-26	NP	QAAGRX - T. Rowe Price Moderate Allocation Portfolio This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		659	4,27	73	7,46
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		10 351	4,12	1 038	−16,37
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		38 815		4 286
2025-07-28	NP	AVSU - Avantis Responsible U.S. Equity ETF		1 222	9,89	130	1,57
2025-07-24	NP	ESML - iShares ESG MSCI 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		33 452	0,37	3 555	−6,64
2025-09-04	13F/A	Advisor Group Holdings, Inc.		5 978	22,68	659	27,52
2025-07-15	13F	Foster Victor Wealth Advisors, LLC		1 875		222
2025-06-25	NP	HSSAX - Emerald Banking and Finance Fund Class A		12 883	51,89	1 291	22,02
2025-08-14	13F	Ameriprise Financial Inc		150 192	2,95	16 583	7,20
2025-08-27	NP	Advanced Series Trust - Ast Balanced Asset Allocation Portfolio		12 015	7,42	1 327	11,80
2025-07-09	13F	Harbor Capital Advisors, Inc.		425	3,16	0
2025-07-17	13F	Independence Bank of Kentucky		7 070	0,14	781	4,28
2025-08-12	13F	LPL Financial LLC		34 868	13,65	3 850	18,32
2025-08-27	NP	VISGX - Vanguard Small-Cap Growth 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		526 062	2,05	58 083	6,25
2025-08-14	13F	Tudor Investment Corp Et Al		15 225		1 681
2025-07-29	NP	TRPBX - T. Rowe Price Spectrum Moderate Allocation Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		6 506	5,70	691	−1,71
2025-07-28	NP	QVMM - Invesco S&P MidCap 400 QVM Multi-factor ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		10 758	2,14	1 143	−4,99
2025-07-25	13F	Gibson Capital, LLC		4 428	0,07	489	4,05
2025-08-14	13F	Citadel Advisors Llc		81 680		9 018
2025-08-07	13F/A	Ellerson Group Inc /adv		24 225	4,25	2 675	8,52
2025-08-14	13F	Citadel Advisors Llc	Call	7 400	23,33	817	28,46
2025-07-31	13F	Sage Mountain Advisors LLC		36 223	0,07	3 999	4,19
2025-08-20	NP	QLEIX - AQR Long-Short Equity Fund Class I	Short	−13 923		−1 537
2025-08-26	NP	IRGJX - Voya RussellTM Mid Cap Growth Index Portfolio Class I		1 725		190
2025-07-29	NP	VRTTX - Vanguard Russell 3000 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		6 056	3,95	644	−3,31
2025-08-29	NP	FAMVX - FAM Value Fund Investor Class		404 977	4,77	44 714	9,09
2025-08-13	13F	Channing Capital Management, LLC		671 556	1,84	74 146	6,04
2025-08-11	13F	Universal- Beteiligungs- und Servicegesellschaft mbH		36 910	6,97	4 075	11,40
2025-07-23	13F	Louisiana State Employees Retirement System		21 600	0,93	2 385	5,07
2025-07-29	NP	EBI - Longview Advantage ETF		697	1 734,21	74	1 750,00
2025-07-25	13F	Cwm, Llc		6 942	96,88	1
2025-08-12	13F	MAI Capital Management		366	79,41	40	90,48
2025-06-26	NP	ETTOX - E*TRADE No Fee Total Market Index Fund		26		3
2025-08-04	13F	Amalgamated Bank		35 195	0,38	4	0,00
2025-08-06	13F	True Wealth Design, LLC		432	1 778,26	48	2 250,00
2025-08-21	NP	MXLSX - Great-West Loomis Sayles Small Cap Value Fund Investor Class		43 414	7,82	4 793	12,27
2025-08-11	13F	WPG Advisers, LLC		46	39,39	5	66,67
2025-08-29	NP	MFUS - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF		171	81,91	19	125,00
2025-07-28	NP	MSLC - Morgan Stanley Pathway Large Cap Equity ETF		2 692	6,70	286	−0,69
2025-07-15	13F	Fifth Third Bancorp		1 197	6,49	132	10,92
2025-07-29	13F	CapWealth Advisors, LLC		20 663	112,21	2 281	121,03
2025-06-26	NP	DFUS - Dimensional U.S. Equity ETF		19 531	3,56	1 958	−16,83
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		11 472	33,78	1 267	39,27
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		5 804	2,76	617	−4,50
2025-08-14	13F	DRW Securities, LLC		3 501		387
2025-07-29	NP	PTL - Inspire 500 ETF		1 837	17,08	195	8,94
2025-08-12	13F	Trexquant Investment LP		53 471	130,65	5 904	140,15
2025-08-05	13F	Huntington National Bank		734	12,06	81	17,39
2025-07-29	NP	PRSIX - T. Rowe Price Spectrum Conservative Allocation Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		4 229	4,50	449	−2,81
2025-08-14	13F	Ieq Capital, Llc		3 418		377
2025-05-22	NP	SDVY - First Trust SMID Cap Rising Dividend Achievers ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		193 431	10 123,63	20 511	28 788,73
2025-08-19	13F	State of Wyoming		1 383		153
2025-08-27	NP	VITNX - Vanguard Institutional Total Stock Market 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		39 348	5,08	4 344	9,42
2025-05-15	13F	Kodai Capital Management LP		53 182		5 639
2025-08-13	13F	Arizona State Retirement System		22 545	1,76	2 489	5,96
2025-08-22	NP	VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class		1 701	6,51	188	10,65
2025-08-20	NP	QLFIX - AQR LSE Fusion Fund Class I	Short	−44		−5
2025-07-22	13F	Merit Financial Group, LLC		1 815		200
2025-08-14	13F	Twinbeech Capital Lp		89 294		9 859
2025-08-20	NP	QCFIX - AQR CVX Fusion Fund Class I	Short	−89		−10
2025-08-20	NP	AQMIX - AQR Managed Futures Strategy Fund Class I		13 784	−247,28	1 522	−266,05
2025-08-27	NP	PGOAX - PGIM JENNISON SMALL COMPANY FUND Class A		174 150	6,61	19 228	11,00
2025-08-14	13F	Mml Investors Services, Llc		28 024	2,76	3	50,00
2025-06-25	NP	FNCL - Fidelity MSCI Financials 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		21 062	0,49	2 111	−19,27
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		3 264	1,87	327	−18,05
2025-07-23	13F	Optas, LLC		2 054		227
2025-08-19	NP	GARTX - Goldman Sachs Absolute Return Tracker Fund Class A		1 505	45,27	166	52,29
2025-08-14	13F	RMB Capital Management, LLC		51 725	0,20	5 711	4,31
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		20 321	2,14	2 160	−5,02
2025-06-30	NP	DADGX - Dunham Small Cap Growth Fund Class A		10 046	58,30	1 007	27,31
2025-08-05	13F	State Of Michigan Retirement System		18 527	1,09	2 046	5,25
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		347 731	2,67	38 393	6,90
2025-05-27	NP	GFSYX - Strategic Alternatives Fund Institutional				−174	21,83
2025-06-26	NP	JHML - John Hancock Multifactor Large Cap ETF		608		61
2025-08-29	NP	STXM - Strive Mid-Cap ETF		363	5,83	40	11,11
2025-08-14	13F	Point72 (DIFC) Ltd		6 140		678
2025-06-26	NP	JHMM - John Hancock Multifactor Mid Cap ETF		43 819	0,12	4 392	−19,56
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		2 492 814	7,71	275 232	12,15
2025-07-21	13F	Cromwell Holdings LLC		10	150,00	1
2025-06-30	NP	APITX - Yorktown Growth Fund Class L Shares		2 500		251
2025-08-14	13F	T. Rowe Price Investment Management, Inc.		4 172 205	0,28	461	4,31
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		19 530	3,02	1 958	6,76
2025-08-01	13F	Teacher Retirement System Of Texas		18 748	5,97	2 070	10,35
2025-08-14	13F	Colony Group, LLC		5 212	9,61	576	14,09
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		53 937	0,66	5 955	4,80
2025-08-14	13F	Adage Capital Partners Gp, L.l.c.		99 000	241,38	10 931	255,45
2025-08-14	13F	Group One Trading, L.p.	Call	6 800	3,03	751	7,30
2025-08-28	NP	SMVIX - Simt Small Cap Value Fund Class I		12 502	22,59	1 380	27,66
2025-08-12	13F	Stieven Capital Advisors, L.P.		129 398	24,07	14 287	29,18
2025-08-13	13F	Guggenheim Capital Llc		4 104	10,32	453	14,97
2025-08-27	NP	CGJAX - Calvert US Large-Cap Growth Responsible Index Fund Class A		843		93
2025-08-06	NP	LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware SMID Cap Core Fund Service Class		84 797	2,07	9 362	6,28
2025-06-27	NP	Angel Oak Financial Strategies Income Term Trust		6 000	100,00	601	60,70
2025-08-12	13F	Proequities, Inc.	Put	0		0
2025-07-25	13F	Fifth Third Wealth Advisors LLC		2 381	0,25	263	4,38
2025-08-12	13F	Proequities, Inc.	Call	0		0
2025-08-12	13F	Proequities, Inc.		0		0
2025-08-08	13F	Hartland & Co., LLC		105	517,65	12	1 000,00
2025-08-26	NP	Profunds - Profund Vp Mid-cap Value		198	11,86	22	16,67
2025-08-14	13F	Optiver Holding B.V.		31		3
2025-08-08	13F	Police & Firemen's Retirement System of New Jersey		29 154	6,70	3 219	11,08
2025-08-14	13F	Boothbay Fund Management, Llc		24 157		2 667
2025-08-27	NP	PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I		177 363	13,63	19 583	18,32
2025-08-22	NP	KVALX - KENNEDY CAPITAL SMALL CAP VALUE FUND Institutional Class Shares		4 637	33,67	512	39,24
2025-07-21	13F	Lecap Asset Management Ltd		2 288		253
2025-08-13	13F	State Board Of Administration Of Florida Retirement System		66 832	0,21	7 379	4,33
2025-08-13	13F	Renaissance Technologies Llc		49 296	2 369,74	5 443	2 479,15
2025-08-15	13F	Brooks, Moore & Associates, Inc.		24 186	0,83	2 126	−16,44
2025-08-13	13F	Quantbot Technologies LP		4 747		524
2025-07-09	13F	First Bank & Trust		3 811	0,53	421	4,74
2025-08-29	NP	JAFEX - Total Stock Market Index Trust NAV		1 254	1,37	138	5,34
2025-08-22	NP	VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class		4 022	6,71	444	11,28
2025-08-13	13F	SCS Capital Management LLC		4 987	0,36	551	4,56
2025-08-27	NP	VBINX - Vanguard Balanced 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		45 399	0,11	5 013	4,24
2025-07-08	13F	Nbc Securities, Inc.		8 168	3,16	1
2025-08-14	13F	California State Teachers Retirement System		73 593	0,04	8 125	4,17
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		43 466	0,11	4 620	−6,87
2025-08-28	NP	Elevation Series Trust - RiverNorth Patriot ETF		73		8
2025-08-12	13F	Aigen Investment Management, Lp		5 359		592
2025-07-14	13F	Sowell Financial Services LLC		10 998	3,73	1 214	8,01
2025-08-05	13F	Westside Investment Management, Inc.		105		12
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		16 522	0,55	1 756	−6,50
2025-08-14	13F	Infrastructure Capital Advisors, Llc		3 346	19,46	369	24,24
2025-08-04	13F	Hantz Financial Services, Inc.		102	1 600,00	0
2025-07-29	NP	SMXAX - SIIT Extended Market Index Fund - Class A		12 227	6,07	1 299	−1,37
2025-08-13	13F	Centiva Capital, LP		13 163	285,22	1 453	301,38
2025-08-28	NP	New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES		7 868		869
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		2 428	3,01	243	−17,35
2025-08-13	13F	New York State Common Retirement Fund		461 231	0,46	51	4,17
2025-06-27	NP	PDP - Invesco DWA Momentum ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		64 575		6 473
2025-08-13	13F	Quadrant Capital Group Llc		4 185	24,22	462	29,41
2025-08-18	13F/A	Westwood Holdings Group Inc		189 586		20 932
2025-07-28	NP	AVLC - Avantis U.S. Large Cap Equity ETF		1 423	9,97	151	2,72
2025-08-21	NP	MSCQX - Mercer US Small/Mid Cap Equity Fund Class I		60 774	7,66	6 710	12,11
2025-07-29	13F	Swmg, Llc		2 627	13,87	241	4,33
2025-07-28	NP	SCAP - InfraCap Small Cap Income ETF		2 869	2,43	305	−5,00
2025-07-22	13F	Woodmont Investment Counsel Llc		65 943	7,34	7 281	11,76
2025-08-14	13F	Qube Research & Technologies Ltd		80 456	448,03	8 883	470,89
2025-08-08	13F	Oak Thistle LLC		3 285		363
2025-08-22	NP	CVMC - Calvert US Mid-Cap Core Responsible Index ETF		550	3,58	61	7,14
2025-08-20	NP	QMHIX - AQR Managed Futures Strategy HV Fund Class I	Short	−6 027	530,44	−665	558,42
2025-08-07	13F	Commerce Bank		4 499	0,54	497	4,64
2025-06-26	NP	FRSLX - Nuveen Mid Cap Growth Opportunities 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		16 816		1 686
2025-08-06	13F	Spurstone Advisory Services, LLC		369		41
2025-08-08	13F	Impax Asset Management Group plc		100 000	42,86	11 041	48,76
2025-08-12	13F	XTX Topco Ltd		9 905	190,64	1 094	202,77
2025-07-10	13F	Oliver Lagore Vanvalin Investment Group		1 591	39,93	169	29,23
2025-08-12	13F	Magnetar Financial LLC		13 711		1 514
2025-08-12	13F	one8zero8, LLC		2 500		276
2025-08-29	NP	JAFVX - Strategic Equity Allocation Trust Series NAV		12 551	0,92	1 386	5,08
2025-08-14	13F	Comerica Bank		45 508	1,41	5 025	5,59
2025-08-13	13F	Capital Research Global Investors		1 131 294	97,38	124 906	105,52
2025-08-14	13F	Treasurer of the State of North Carolina		35 662	2,83	4	0,00
2025-06-25	NP	PQJCX - PGIM Jennison Small-Cap Core Equity Fund Class R6		716	21,56	72	−2,74
2025-08-11	13F	Symphony Financial, Ltd. Co.		23 749		2 622
2025-08-14	13F/A	Skopos Labs, Inc.		895	8,22	99	12,64
2025-06-26	NP	FSSLX - Fidelity Series Small Cap Core Fund		61 479	0,16	6 163	−19,54
2025-06-26	NP	MSTQX - Morningstar U.S. Equity Fund		23 564	53,33	2 362	23,21
2025-06-27	NP	SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1		12 907	6,13	1 294	−14,77
2025-07-22	13F	Fenimore Asset Management Inc		1 076 968	2,24	118 908	6,45
2025-08-01	13F	Bessemer Group Inc		203 534	4,56	22	10,00
2025-07-29	NP	RBB FUND, INC. - Adara Smaller Companies Fund		14 172	42,89	1 506	32,92
2025-06-25	NP	WMLIX - Wilmington Large-Cap Strategy Fund Class I Shares		830	6,41	83	−14,43
2025-08-27	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		606 158	2,00	66 926	6,20
2025-08-27	NP	Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio		8 048	7,42	889	11,84
2025-07-25	13F	Verdence Capital Advisors LLC		4 477	2,14	494	6,47
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		92 728	2,55	10 238	6,78
2025-08-12	13F	Picton Mahoney Asset Management		183 086	11,93	20	17,65
2025-06-27	NP	XMVM - Invesco S&P MidCap Value with Momentum ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		18 588	0,30	1 863	−19,42
2025-08-12	13F	Agp Franklin, Llc		21 564	2,01	2 381	19,36
2025-08-14	13F	Susquehanna International Group, Llp	Put	2 400		265
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		349	53,74	39	58,33
2025-08-08	13F	Advisors Capital Management, LLC		34 233	10,50	3 780	15,04
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A		18 100	0,87	1 998	5,05
2025-06-26	NP	DFAU - Dimensional US Core Equity Market ETF		13 211	4,97	1 324	−15,67
2025-07-22	13F	Simplicity Wealth,LLC		8 555	0,21	945	4,31
2025-08-14	13F	Basswood Capital Management, L.l.c.		15 461		1 707
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		39 235	1,99	4 332	6,18
2025-07-22	13F	Red Tortoise LLC		0		0
2025-08-14	13F	Alamea Verwaltungs GmbH		3 896		430
2025-07-14	13F	Oliver Luxxe Assets LLC		48 382	2,70	5 342	6,93
2025-07-23	13F	Tectonic Advisors Llc		66 691	0,59	7 363	4,74
2025-07-14	13F	UMA Financial Services, Inc.		24		3
2025-08-26	NP	IJH - iShares Core S&P Mid-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		2 504 083	0,35	276 476	4,49
2025-07-09	13F	Pallas Capital Advisors LLC		2 963	44,33	327	50,69
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		4 104	12,50	411	16,76
2025-08-01	13F	Davy Global Fund Management Ltd		10 492	2,32	1 158	6,53
2025-07-29	13F	Barlow Wealth Partners, Inc.		182 618	0,82	21 366	17,63
2025-08-04	13F	Simon Quick Advisors, Llc		25 309	0,06	2 794	4,18
2025-07-25	NP	WSML - iShares MSCI World Small-Cap ETF		5 096		542
2025-08-14	13F	Summit Trail Advisors, Llc		4 655		514
2025-08-26	NP	JMEE - JPMorgan Market Expansion Enhanced Equity ETF		23 954	3,36	2 645	7,61
2025-08-27	NP	CWSGX - Carillon Chartwell Small Cap Growth Fund Class Chartwell		9 794	62,15	1 081	68,91
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		266 450	1,92	26 709	−18,12
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		252 498	5,63	25 310	−15,14
2025-08-14	13F	ISAM Funds (UK) Ltd		12 110	41,85	1 337	47,73
2025-03-31	NP	JHSC - John Hancock Multifactor Small Cap ETF		28 698	4,52	3 581	23,66
2025-08-14	13F	Aqr Capital Management Llc		181 799	40,37	20 072	48,98
2025-08-07	13F	ProShare Advisors LLC		3 409	4,57	376	8,99
2025-06-30	NP	SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF		264		26
2025-06-26	NP	KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares		328	6,15	33	−15,79
2025-08-08	13F	Avantax Advisory Services, Inc.		4 088	0,34	451	4,40
2025-07-14	13F	Farmers & Merchants Investments Inc		62	8,77	7	0,00
2025-08-14	13F	GWM Advisors LLC		1 431	0,07	158	3,97
2025-07-24	13F	WMG Financial Advisors, LLC		2 381	1,88	263	6,07
2025-07-14	13F	Park Avenue Securities Llc		8 177	1,50	1
2025-06-25	NP	SDVD - FT Vest SMID Rising Dividend Achievers Target Income ETF		10 475		1 050
2025-05-22	NP	DVLU - First Trust Dorsey Wright Momentum & Value ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		3 000		318
2025-08-14	13F	Engineers Gate Manager LP		26 111		2 883
2025-07-15	13F	Am Investment Strategies Llc		11 368	0,11	1	0,00
2025-08-14	13F	Millennium Management Llc		865 184	18,83	95 525	23,73
2025-08-14	13F	Sei Investments Co		376 762	37,16	41 598	42,81
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		1 093	7,47	121	12,15
2025-08-08	13F	Creative Planning		27 140	23,02	2 996	28,09
2025-07-22	NP	GMVAX - Goldman Sachs Small/Mid Cap Value Fund Class A		14 591	3,57	1 551	−3,67
2025-07-25	13F	Envestnet Portfolio Solutions, Inc.		8 839	61,35	976	68,10
2025-08-26	NP	Profunds - Profund Vp Mid-cap Growth		449	9,25	50	13,95
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		22 834	0,82	2 521	5,00
2025-07-25	13F	Sequoia Financial Advisors, LLC		2 694		297
2025-07-30	13F	Securian Asset Management, Inc		5 885	1,73	650	5,87
2025-07-22	13F	Bay Harbor Wealth Management, LLC		4	100,00	0
2025-07-22	13F	HFM Investment Advisors, LLC		6	100,00	1
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		3 330	9,22	334	−12,37
2025-06-23	NP	MGPIX - Mid-cap Growth Profund Investor Class		173	47,86	17	21,43
2025-08-13	13F	M Holdings Securities, Inc.		53 256		6
2025-06-26	NP	ISCV - iShares Morningstar Small-Cap Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		14 979	5,53	1 501	−15,20
2025-08-13	13F	Northwestern Mutual Wealth Management Co		5 193	0,74	573	4,95
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		142 294	0,91	15 123	−6,14
2025-05-22	NP	PENN SERIES FUNDS INC - Small Cap Value Fund		12 839	13,18	1 361	4,93
2025-08-28	NP	New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class		3 389		374
2025-05-15	13F	Texas Permanent School Fund		42 005		4 211
2025-08-25	NP	PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1		15		2
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		264 619	2,61	29 217	6,84
2025-08-22	NP	CVLC - Calvert US Large-Cap Core Responsible Index ETF		906	7,09	100	12,36
2025-08-14	13F	Meiji Yasuda Asset Management Co Ltd.		1 844		204
2025-08-14	13F	Price T Rowe Associates Inc /md/		60 723	1,96	7	0,00
2025-08-06	13F	Commonwealth Equity Services, Llc		8 981	2,78	1
2025-07-10	13F	Wedmont Private Capital		2 131		253
2025-08-26	NP	EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB		470		52
2025-08-21	NP	MXMVX - Great-West Mid Cap Value Fund Investor Class		9 542	58,16	1 054	52,61
2025-08-12	13F	Legal & General Group Plc		124 115	3,32	13 704	7,58
2025-08-11	13F	Aptus Capital Advisors, LLC		2 741	20,38	303	25,31
2025-08-14	13F	Point72 Asset Management, L.P.		30 426		3 359
2025-08-13	13F	SageView Advisory Group, LLC		3 404	1,73	313	−11,86
2025-06-26	NP	DFAS - Dimensional U.S. Small Cap ETF		173 877	7,52	17 429	−13,62
2025-08-27	NP	VMNFX - Vanguard Market Neutral 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		0	−100,00	0	−100,00
2025-07-08	13F	Rise Advisors, LLC		186	2,76	21	5,26
2025-07-28	NP	MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF		3 329	11,19	354	3,22
2025-08-04	13F	Strs Ohio		14 045	2,50	1 551	6,75
2025-06-26	NP	JCCIX - John Hancock Small Cap Core Fund Class I		527 184	35,08	52 845	8,52
2025-08-14	13F	Point72 Asia (Singapore) Pte. Ltd.		815		90
2025-07-23	13F	Klp Kapitalforvaltning As		16 200	2,53	1 789	6,75
2025-08-14	13F	Hrt Financial Lp		3 234		0
2025-06-24	NP	FMDCX - Federated Mid-Cap Index Fund Service Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		7 247	17,19	726	−5,84
2025-08-07	13F	Campbell & CO Investment Adviser LLC		60 995		6 734
2025-08-14	13F	PMC FIG Opportunities LLC		12 199		1 347
2025-08-13	13F	Pictet Asset Management Holding SA		33 070	178,39	3 647	189,83
2025-08-06	NP	LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Channing Small Cap Value Fund Standard Class		24 115	7,32	2 663	11,75

DE:PFZ	82,50 €
US:PNFP	98,41 US$

IT:1PNFP / Pinnacle Financial Partners, Inc. - Institutionellt ägande - Köpare

Institutionellt ägande och fondägande - Köpare

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