EVER Institutionellt ägande, köpare

Institutionellt ägande och fondägande - Köpare

Större innehavare som har öppnat nya positioner i EverQuote, Inc. inkluderar HFCGX - Hennessy Cornerstone Growth Fund Investor Class, Pacer Advisors, Inc., Great Lakes Advisors, Llc, Horizon Investment Services, LLC, Wakefield Asset Management LLLP, Polen Capital Management Llc, Wealth Enhancement Advisory Services, Llc, PSC - Principal U.S. Small-Cap Multi-Factor Index ETF, CenterBook Partners LP, Savant Capital, LLC, FESM - Fidelity Enhanced Small Cap ETF, ONEQ - Fidelity Nasdaq Composite Index Tracking Stock, JPSE - JPMorgan Diversified Return U.S. Small Cap Equity ETF, Catalyst Funds Management Pty Ltd, Cerity Partners LLC, BFOR - Barron's 400 ETF, FSGS - Small Cap US Equity Select ETF, SPSCX - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES, Kapitalo Investimentos Ltda, och Mariner, 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	Typ	Aktier	Δ Aktier (%)	Rapporterat värde (1000 USD)	Δ Värde (%)
2025-08-26	NP	IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV		5 595	8,18	135	0,00
2025-08-13	13F	Healthcare Of Ontario Pension Plan Trust Fund		49 000		1 185
2025-07-29	NP	SSMAX - Siit Small Mid Cap Equity Fund - Class A		46 930	10,27	1 082	−5,51
2025-06-24	NP	JPSE - JPMorgan Diversified Return U.S. Small Cap Equity ETF		15 486		368
2025-08-12	13F	Rhumbline Advisers		42 372	20,07	1 025	10,82
2025-08-12	13F	Essex Investment Management Co Llc		234 677	40,58	5 674	29,81
2025-08-06	13F	Cornerstone Investment Partners, LLC		8 603	0,03	208	−7,56
2025-08-04	13F	Emerald Mutual Fund Advisers Trust		362 967	13,39	8 777	4,69
2025-08-27	NP	SPSCX - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES		11 840		286
2025-08-14	13F	Manufacturers Life Insurance Company, The		9 938	10,71	240	2,13
2025-08-28	NP	IWM - iShares Russell 2000 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		675 352	1,35	16 330	−6,42
2025-08-26	NP	PABAX - Putnam Dynamic Asset Allocation Balanced Fund Class A shares		13 146	3,63	318	−4,52
2025-08-07	13F	Allworth Financial LP		1 032	28,68	25	33,33
2025-06-25	NP	FCOM - Fidelity MSCI Communication Services 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		31 166	3,84	740	21,95
2025-08-14	13F	Man Group plc		45 905		1 110
2025-08-25	NP	SQLV - Legg Mason Small-Cap Quality Value ETF		1 911		46
2025-08-14	13F	Tudor Investment Corp Et Al		178 591	0,41	4 318	−7,30
2025-06-26	NP	DFAC - Dimensional U.S. Core Equity 2 ETF		26 933	3,18	639	21,25
2025-08-13	13F	Centiva Capital, LP		30 128	72,27	728	58,95
2025-08-06	13F	True Wealth Design, LLC		262	40,86	6	50,00
2025-08-13	13F	MetLife Investment Management, LLC		16 145	14,51	390	5,69
2025-08-26	NP	NVSOX - Wells Fargo Disciplined Small Cap Fund Administrator Class		17 328	25,17	419	15,47
2025-08-18	13F	Wolverine Trading, Llc	Call	12 400		301
2025-08-14	13F	Polymer Capital Management (US) LLC		9 158		221
2025-08-12	13F	Catalyst Funds Management Pty Ltd		14 000		339
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		827 850	3,90	20 017	−4,08
2025-06-26	NP	BLACKROCK FUNDS - iShares Total U.S. Stock Market 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		2 540	107,52	60	150,00
2025-08-14	13F	Gotham Asset Management, LLC		60 377	34,37	1 460	24,06
2025-05-05	13F	Lindbrook Capital, Llc		46		1
2025-08-26	NP	QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series		47 445	9,53	1 147	1,15
2025-06-26	NP	TSMOX - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class		99 200	2,20	2 355	74,83
2025-08-08	13F	Pnc Financial Services Group, Inc.		69		2
2025-07-28	NP	AVUV - Avantis U.S. Small Cap Value ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		9 187		212
2025-07-29	NP	VFQY - Vanguard U.S. Quality Factor 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		24 607	11,97	567	−3,90
2025-08-14	13F	Bnp Paribas Arbitrage, Sa		48 701	22,47	1 178	13,06
2025-07-28	NP	HDG - ProShares Hedge Replication ETF		33	10,00	1
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		32 471	43,72	785	32,83
2025-08-26	NP	FSGS - Small Cap US Equity Select 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		11 966		289
2025-08-07	13F	Hennion & Walsh Asset Management, Inc.		17 334	43,99	419	33,02
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		146 684	1,03	3 381	−13,35
2025-08-13	13F	Mackenzie Financial Corp		68 867	16,01	1 665	7,14
2025-08-14	13F	Dark Forest Capital Management Lp		97 498	372,03	2 358	336,48
2025-08-25	NP	GENIX - Gotham Enhanced Return Fund Institutional Class		3 550	31,29	86	21,43
2025-05-29	NP	CPAI - Counterpoint Quantitative Equity ETF		48 966		1 282
2025-08-13	13F	Brown Advisory Inc		67 109	0,09	1 623	−7,58
2025-08-11	13F	Mach-1 Financial Group, Inc.		13 465	22,40	326	12,85
2025-08-08	13F	Cetera Investment Advisers		16 204	4,35	392	−3,69
2025-08-05	13F	Sigma Planning Corp		34 517	212,51	835	188,58
2025-08-04	13F	Strs Ohio		19 800	17,16	479	8,14
2025-08-14	13F	Fmr Llc		23 848	215,74	577	192,39
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		15 500		357
2025-06-18	NP	NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6		575		14
2025-08-26	NP	AZBAX - AllianzGI Small-Cap Fund Class A		27 763	152,39	671	132,99
2025-08-12	13F	Franklin Resources Inc		105 403	2,97	2 549	−4,93
2025-08-08	13F	Police & Firemen's Retirement System of New Jersey		6 268	23,14	152	13,53
2025-08-26	NP	Profunds - Profund Vp Ultrasmall-cap		96	5,49	2	0,00
2025-08-28	NP	QCSTRX - Stock Account Class R1		122 710	28,75	2 967	18,87
2025-08-11	13F	Martingale Asset Management L P		27 295		660
2025-06-27	NP	PCSGX - PACE Small/Medium Co Growth Equity Investments Class P		17 877	256,47	424	319,80
2025-08-27	NP	RYRUX - Russell 2000 2x Strategy Fund A-Class Shares		140	10,24	3	0,00
2025-08-26	NP	EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB		31 770	9,97	768	1,59
2025-08-27	NP	RYRRX - Russell 2000 Fund Class A		64	8,47	2	0,00
2025-08-28	NP	IWC - iShares Micro-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		61 466	9,68	1 486	1,30
2025-08-19	13F	State of Wyoming		16 058	107,15	388	91,13
2025-08-14	13F	California State Teachers Retirement System		42 727	72,42	1 033	59,17
2025-08-14	13F	Quarry LP		2 048	130,37	50	113,04
2025-07-24	13F	IFP Advisors, Inc		416	197,14	10	233,33
2025-06-27	NP	CTOGX - Calamos Timpani SMID Growth Fund Class R6		9 290	10,27	221	0,46
2025-08-26	NP	TRSYX - T. Rowe Price Small-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		2 569	22,39	62	14,81
2025-07-09	13F	Massmutual Trust Co Fsb/adv		46		1
2025-08-13	13F	Jones Financial Companies Lllp		377	18 750,00	9
2025-08-08	13F	Massachusetts Financial Services Co /ma/		122 613	1,25	2 965	−6,53
2025-08-28	NP	IWO - iShares Russell 2000 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		239 440	6,83	5 790	−1,36
2025-06-26	NP	DFSU - Dimensional US Sustainability Core 1 ETF		981	8 075,00	23
2025-08-29	NP	JAEWX - Small Cap Index Trust NAV		5 278	8,65	128	0,00
2025-08-14	13F	Group One Trading, L.p.		876		21
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		7 634		181
2025-08-13	13F	Jackson Creek Investment Advisors LLC		66 244	13,89	2	0,00
2025-06-26	NP	ETTOX - E*TRADE No Fee Total Market Index Fund		17		0
2025-06-26	NP	DFSCX - U.s. Micro 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		72 890	25,68	1 730	47,74
2025-07-23	13F	Klp Kapitalforvaltning As		14 200	215,56	343	193,16
2025-07-25	13F	Allspring Global Investments Holdings, LLC		347 265	42,68	8 480	31,19
2025-07-31	13F	Quest Partners LLC		5 485	70,93	133	57,14
2025-08-13	13F	Polen Capital Management Llc		28 806		697
2025-08-08	13F	Principal Financial Group Inc		19 306		467
2025-08-04	13F	Emerald Advisers, Llc		619 585	39,64	14 982	28,92
2025-06-26	NP	KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares		107	9,18	3	100,00
2025-06-26	NP	FZROX - Fidelity ZERO Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		12 194	5,80	289	24,57
2025-07-28	NP	AVSBX - Avantis U.S. Small Cap Equity Fund G Class		3 108	125,22	72	91,89
2025-08-15	NP	PSC - Principal U.S. Small-Cap Multi-Factor Index ETF		17 359		420
2025-08-14	13F	D. E. Shaw & Co., Inc.		110 594	176,43	2 674	155,40
2025-08-14	13F	Globeflex Capital L P		8 173	5 954,07	198	9 750,00
2025-08-08	13F	Larson Financial Group LLC		35	40,00	1
2025-08-13	13F	Toronado Partners, LLC		531 884	14,73	12 861	5,91
2025-08-12	13F	Prudential Financial Inc		124 354	50,41	3 007	38,85
2025-08-27	NP	SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1		1 380	1,62	33	−5,71
2025-08-28	NP	BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 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		3 582	12,50	87	3,61
2025-08-13	13F	Cerity Partners LLC		13 012		315
2025-09-04	13F/A	Advisor Group Holdings, Inc.		483	2 583,33	12
2025-08-15	13F	Tower Research Capital LLC (TRC)		3 259	271,18	79	254,55
2025-08-11	13F	Universal- Beteiligungs- und Servicegesellschaft mbH		20 277	20,52	490	11,36
2025-08-14	13F	Millennium Management Llc		487 365	8,88	11 784	0,52
2025-08-11	13F	Alps Advisors Inc		12 967	1,23	314	−6,57
2025-08-25	NP	GONIX - Gotham Neutral Fund Institutional Class		5 150	25,09	125	15,89
2025-08-14	13F	Bank Of America Corp /de/		475 166	38,01	11 490	27,41
2025-08-14	13F/A	Barclays Plc		75 379	38,01	2	0,00
2025-08-28	NP	SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		695	51,09	17	33,33
2025-08-15	13F	State of Tennessee, Treasury Department		6 310		153
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		3 528	25,82	84	48,21
2025-08-12	13F	Legal & General Group Plc		23 525	7,83	569	−0,53
2025-08-22	NP	VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class		549	5,78	13	0,00
2025-08-13	13F	Arrowstreet Capital, Limited Partnership		700 976	6,76	16 950	−1,44
2025-08-08	13F	Hartland & Co., LLC		1 007		24
2025-08-26	NP	VVICX - Voya VACS Index Series SC Portfolio		1 918	12,36	46	4,55
2025-08-27	NP	Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A		9 942	23,30	240	13,74
2025-08-05	13F	Bank of New York Mellon Corp		71 492	4,58	1 729	−3,46
2025-08-12	13F	Hillsdale Investment Management Inc.		234 300	7,92	5 665	−0,35
2025-08-26	NP	EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB		4 431	12,49	107	3,88
2025-06-26	NP	DFUS - Dimensional U.S. Equity ETF		26 497	418,53	629	510,68
2025-08-12	13F	CenterBook Partners LP		17 345		419
2025-08-07	13F	Acadian Asset Management Llc		866 481	1,20	21	−9,09
2025-07-28	NP	AVSU - Avantis Responsible U.S. Equity ETF		1 027		24
2025-08-11	13F	Great Lakes Advisors, Llc		158 275		3 827
2025-08-19	13F	Newbridge Financial Services Group, Inc.		445		11
2025-06-26	NP	HFCGX - Hennessy Cornerstone Growth Fund Investor Class		320 000		7 597
2025-08-12	13F	Dynamic Technology Lab Private Ltd		30 030		726
2025-08-18	NP	PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I		7 406	12,78	179	4,68
2025-08-12	13F	Proequities, Inc.		0		0
2025-08-14	13F	Qube Research & Technologies Ltd		800 114	27,34	19 347	17,57
2025-07-24	13F	Us Bancorp \de\		69	1 050,00	2
2025-08-06	13F	Horizon Investment Services, LLC		41 265		998
2025-06-27	NP	RSSL - Global X Russell 2000 ETF		15 143	5,17	359	23,79
2025-08-14	13F	Sei Investments Co		146 454	1,29	3 541	−6,47
2025-08-01	13F	Teacher Retirement System Of Texas		54 318	1,78	1 313	−6,01
2025-08-28	NP	SFLO - VictoryShares Small Cap Free Cash Flow ETF		44 503	110,23	1 076	94,22
2025-08-12	13F	MAI Capital Management		52		1
2025-07-30	NP	BFOR - Barron's 400 ETF		12 967		299
2025-07-25	13F	Cwm, Llc		27 354	115,37	1
2025-08-13	13F	Options Solutions, Llc		28 806	49,39	697	38,10
2025-07-25	NP	WSML - iShares MSCI World Small-Cap ETF		1 820		42
2025-08-13	13F	Jacobs Asset Management, Llc		209 410	11,69	5 064	3,12
2025-07-22	13F	Gsa Capital Partners Llp		51 206	308,41	1
2025-08-14	13F	Two Sigma Investments, Lp		142 292	27,48	3 441	17,69
2025-08-13	13F	Walleye Trading LLC	Call	12 600	121,05	305	104,03
2025-08-08	13F	Intech Investment Management Llc		17 273	8,71	418	0,24
2025-08-29	NP	JAFVX - Strategic Equity Allocation Trust Series NAV		4 082	13,93	99	5,38
2025-08-13	13F	Russell Investments Group, Ltd.		72 484	3,55	1 753	−4,57
2025-08-26	NP	PACAX - Putnam Dynamic Asset Allocation Conservative Fund Class A shares		1 998	0,81	48	−5,88
2025-08-06	NP	LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class		19 100	2,69	462	−5,34
2025-08-14	13F	Aqr Capital Management Llc		655 615	95,13	15 853	80,16
2025-08-26	NP	Profunds - Profund Vp Small-cap		63	10,53	2	0,00
2025-08-07	13F	S Squared Technology, LLC		50 000		1 209
2025-07-29	NP	VFMFX - Vanguard U.S. Multifactor 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		7 479		172
2025-08-04	13F	Assetmark, Inc		3		0
2025-08-14	13F	State Street Corp		564 524	2,17	13 650	−5,67
2025-06-26	NP	DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 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		9 016	165,18	214	409,52
2025-08-05	13F	Wakefield Asset Management LLLP		39 893		965
2025-08-11	13F	Vanguard Group Inc		2 077 610	4,13	50 237	−3,86
2025-08-08	13F	Geode Capital Management, Llc		650 471	3,76	15 730	−4,21
2025-08-14	13F	Ameriprise Financial Inc		98 120		2 371
2025-08-13	13F	Invesco Ltd.		31 290	46,83	757	35,48
2025-08-14	13F	Lazard Asset Management Llc		208 214	31,76	5	25,00
2025-08-11	13F	Brown Brothers Harriman & Co		204		5
2025-08-13	13F	First Trust Advisors Lp		14 720		356
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		10 106	39,72	244	−12,54
2025-08-13	13F	EverSource Wealth Advisors, LLC		987	677,17	24	666,67
2025-08-14	13F	Brevan Howard Capital Management LP		16 537	111,01	400	94,63
2025-08-26	NP	IPSIX - Voya Index Plus SmallCap Portfolio Class I		7 011	3,56	170	25,19
2025-08-25	NP	Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class		2 796	25,78	68	15,52
2025-08-14	13F	Price T Rowe Associates Inc /md/		13 910	25,20	0
2025-07-22	NP	DSMFX - Destinations Small-Mid Cap Equity Fund Class I		14 583	1 650,66	336	1 427,27
2025-07-14	13F	Kapitalo Investimentos Ltda		10 933		264
2025-07-29	NP	VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		126 051	10,02	2 905	−5,65
2025-06-26	NP	DCOR - Dimensional US Core Equity 1 ETF		676	11 166,67	16
2025-08-14	13F	Sherbrooke Park Advisers Llc		15 849		383
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		93 037	39,62	2 209	64,04
2025-08-12	13F	XTX Topco Ltd		23 648		572
2025-08-29	NP	JAFEX - Total Stock Market Index Trust NAV		550	8,27	13	0,00
2025-08-26	NP	PAEAX - Putnam Dynamic Asset Allocation Growth Fund Class A shares		18 726	3,67	453	−4,44
2025-08-12	13F	Ameritas Investment Partners, Inc.		2 796	25,78	68	15,52
2025-06-23	NP	PPNMX - SmallCap Growth Fund I R-3		136 070	5 075,73	3 230	5 994,34
2025-07-29	NP	BPLSX - Boston Partners Long/Short Equity Fund INSTITUTIONAL		13 967	27,69	322	9,18
2025-08-14	13F	Driehaus Capital Management Llc		379 543		9 177
2025-07-30	NP	SMIZ - Zacks Small/Mid Cap ETF		16 351	4,82	377	−10,26
2025-07-21	13F	Hennessy Advisors Inc		420 600	171,35	10 170	232,57
2025-06-26	NP	DFAU - Dimensional US Core Equity Market ETF		3 908	120,67	93	162,86
2025-08-14	13F	Peak6 Llc	Call	62 700	103,57	1 516	88,09
2025-08-26	NP	NSIDX - Northern Small Cap Index Fund		12 694	9,91	307	1,32
2025-06-25	NP	HSPGX - Emerald Growth Fund Class A		219 646	375,69	5 214	459,44
2025-08-22	NP	VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class		1 367	7,47	33	0,00
2025-08-12	13F	Nuveen, LLC		640 742	9,23	15 493	0,85
2025-07-28	NP	AVUSX - Avantis U.S. Equity Fund Institutional Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1 432		33
2025-08-14	13F	Mml Investors Services, Llc		11 727		0
2025-06-24	NP	ESCKX - 1290 Essex Small Cap Growth Fund Class R		23 070	1,08	548	18,66
2025-08-13	13F	Renaissance Technologies Llc		689 587	20,77	16 674	11,50
2025-07-22	NP	GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF		26 433	15,43	609	−0,98
2025-06-24	NP	SWSSX - Schwab Small-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		61 891	2,03	1 469	19,92
2025-08-05	13F	Huntington National Bank		40	21,21	1
2025-08-11	13F	Integrated Quantitative Investments LLC		50 338	440,80	1 217	400,82
2025-08-27	NP	BBGSX - Bridge Builder Small/Mid Cap Growth Fund		5 661	15,34	137	6,25
2025-08-12	13F	Proequities, Inc.	Put	0		0
2025-08-13	13F	Hsbc Holdings Plc		31 639	9,13	771	0,13
2025-08-11	13F	Covestor Ltd		1 419	54,58	0
2025-08-22	NP	FECGX - Fidelity Small Cap Growth Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		18 521	18,60	448	9,29
2025-08-08	13F/A	Sterling Capital Management LLC		11 906	45 692,31	288
2025-08-14	13F	Point72 (DIFC) Ltd		2 226		54
2025-08-14	13F	Citadel Advisors Llc	Put	32 800	156,25	793	136,72
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		426 150	1,25	10 304	−6,51
2025-07-29	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		2 909		67
2025-07-10	13F	Wealth Enhancement Advisory Services, Llc		18 550		455
2025-08-26	NP	EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K		8 306	1,90	201	−6,10
2025-08-14	13F	Susquehanna International Group, Llp	Put	21 000	135,96	508	117,60
2025-08-28	NP	CPAEX - Counterpoint Tactical Equity Fund Class A Shares		29 557	5,72	715	−2,46
2025-06-27	NP	CTSIX - Calamos Timpani Small Cap Growth Fund Class I		137 176	271,52	3 257	391,10
2025-08-26	NP	FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF		1 748	39,39	42	31,25
2025-08-08	13F	Creative Planning		10 526	32,40	255	22,12
2025-08-01	13F	Y-Intercept (Hong Kong) Ltd		65 246	579,29	1 578	528,29
2025-08-22	NP	FESM - Fidelity Enhanced Small Cap ETF		16 215		392
2025-07-28	NP	AVSC - Avantis U.S. Small Cap Equity 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		33 651	299,18	776	242,92
2025-08-11	13F	Principal Securities, Inc.		336		8
2025-07-31	13F	Asset Management One Co., Ltd.		4 682	28,70	113	18,95
2025-08-26	NP	DMCRX - Driehaus Micro Cap Growth Fund		61 858	6,34	1 496	21,94
2025-07-25	NP	BRSDX - MFS Blended Research Small Cap Equity Fund A		99 621	0,53	2 296	−13,78
2025-08-14	13F	UBS Group AG		595 728	1,31	14 405	−6,46
2025-06-26	NP	FLXSX - Fidelity Flex Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		5 085	22,44	121	44,58
2025-07-31	13F	Linden Thomas Advisory Services, LLC		8 684	5,50	210	−2,79
2025-08-22	NP	DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A		4 198	10,59	102	2,02
2025-06-18	NP	REBYX - U.S. Small Cap Equity Fund Class Y		13 577	231,07	322	292,68
2025-08-28	NP	SPGM - SPDR(R) Portfolio MSCI Global 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		684	2,70	17	−5,88
2025-08-12	13F	LPL Financial LLC		17 074	96,89	413	81,50
2025-07-25	13F	Concurrent Investment Advisors, LLC		10 004	7,47	242	−0,82
2025-06-24	NP	Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF		187		4
2025-08-12	13F	American Century Companies Inc		86 469	146,77	2 091	127,92
2025-08-12	13F	BlackRock, Inc.		3 387 462	0,26	81 909	−7,43
2025-08-14	13F	Ieq Capital, Llc		69 130	144,28	1 672	125,51
2025-07-09	13F	Pallas Capital Advisors LLC		9 196		222
2025-08-15	13F	WealthCollab, LLC		51		1
2025-08-27	NP	RYMKX - Russell 2000 1.5x Strategy Fund Class H		38	8,57	1
2025-07-30	13F	Cullen/frost Bankers, Inc.		615	134,73	15	133,33
2025-07-28	NP	AVUS - Avantis U.S. Equity 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		13 551	1 248,36	312	1 200,00
2025-08-12	13F	Pacer Advisors, Inc.		169 260		4 093
2025-08-25	NP	GARIX - Gotham Absolute Return Fund Institutional Class		26 721	58,83	646	46,82
2025-08-14	13F	Voya Investment Management Llc		14 524		351
2025-06-27	NP	SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1		2 853	2,55	68	19,64
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		39 384	12,69	908	−3,41
2025-07-31	13F	Nisa Investment Advisors, Llc		475	172,99	11	175,00
2025-08-14	13F	Goldman Sachs Group Inc		276 800	77,31	6 693	63,72
2025-08-06	13F	Savant Capital, LLC		16 927		409
2025-08-14	13F	Mariner, LLC		9 492		230
2025-08-11	13F	Rothschild Investment Llc		70	40,00	2	0,00
2025-08-12	13F	Trexquant Investment LP		249 298	11,88	6 028	3,29
2025-08-12	13F	Charles Schwab Investment Management Inc		257 518	3,89	6 227	−4,08
2025-08-26	NP	EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB		5 735	25,41	139	15,97
2025-07-30	13F	Strategic Blueprint, LLC		9 622	2,68	233	−5,31
2025-08-14	13F	Janus Henderson Group Plc		152 130	1 136,83	3 679	1 014,55
2025-08-26	NP	Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF		732		18
2025-08-12	13F	Zacks Investment Management		61 664	1,22	1 491	−6,52
2025-08-28	NP	SEIS - SEI Select Small Cap ETF		13 836	11,91	335	3,41
2025-08-14	13F	State Of Wisconsin Investment Board		239 670	18,55	5 795	9,46
2025-08-14	13F	Graham Capital Management, L.P.		35 852	23,56	867	14,10
2025-06-26	NP	FSSNX - Fidelity Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		254 930	1,88	6 052	19,75
2025-08-20	NP	NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II		5 310	26,13	128	16,36
2025-08-01	13F	Envestnet Asset Management Inc		45 146	20,29	1 092	11,10

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