BRKL / Brookline Bancorp, Inc. - Institutionellt ägande - Köpare

Brookline Bancorp, Inc.
US ˙ NasdaqGS ˙ US11373M1071
DENNA SYMBOL ÄR INTE LÄNGRE AKTIV

Institutionellt ägande och fondägande - Köpare

Större innehavare som har öppnat nya positioner i Brookline Bancorp, Inc. inkluderar OMERS ADMINISTRATION Corp, Hussman Strategic Advisors, Inc., HSGFX - Hussman Strategic Growth Fund, Janney Montgomery Scott LLC, Yakira Capital Management, Inc., Polymer Capital Management (US) LLC, AUERX - Auer Growth Fund, PenderFund Capital Management Ltd., SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF, Css Llc/il, HSAFX - Hussman Strategic Allocation Fund, GABCX - The Gabelli Abc Fund Class Aaa, MAI Capital Management, Bare Financial Services, Inc, CIBC Private Wealth Group, LLC, Twin Peaks Wealth Advisors, LLC, Proathlete Wealth Management Llc, Johnson Financial Group, Inc., ETTOX - E*TRADE No Fee Total Market Index Fund, och Atlantic Trust, 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 Genomsnittligt pris
(beräknat)		 Aktier Δ Aktier
(%)		 Rapporterat
värde
(1000 USD)		 Δ Värde
(%)		 Portföljallokering
(%)
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 441 813 9,39 4 564 −4,24
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 11 718 47,21 122 25,77
2025-08-14 13F/A Barclays Plc 202 020 34,24 2 100,00
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 2 295 19,53 24 20,00
2025-08-26 NP Profunds - Profund Vp Small-cap 201 1,01 2 0,00
2025-08-14 13F Raymond James Financial Inc 70 332 0,46 742 −2,75
2025-08-07 13F Allworth Financial LP 36 12,50 0
2025-07-28 NP HDG - ProShares Hedge Replication ETF 116 11,54 1 0,00
2025-06-25 NP PQJCX - PGIM Jennison Small-Cap Core Equity Fund Class R6 6 508 21,26 68 3,08
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 186 223 9,72 1 924 −3,95
2025-08-14 13F Manufacturers Life Insurance Company, The 33 757 7,68 356 4,40
2025-07-31 13F State of New Jersey Common Pension Fund D 180 061 7,78 1 900 4,34
2025-07-22 13F Alta Wealth Advisors LLC 12 613 9,01 133 5,56
2025-08-14 13F Millennium Management Llc 46 627 261,87 492 250,71
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 15 714 5,52 166 1,85
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 898 071 3,19 9 376 −11,92
2025-08-15 13F Morgan Stanley 1 166 462 15,19 12 306 11,50
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 10 023 2,54 105 −12,61
2025-08-12 13F American Century Companies Inc 2 048 548 0,47 21 612 −2,76
2025-08-08 13F SBI Securities Co., Ltd. 3 50,00 0
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 128 474 8,81 1 355 5,28
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 22 877 7,29 241 3,88
2025-08-12 13F Franklin Resources Inc 61 248 0,90 646 −2,27
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 650 33,47 7 20,00
2025-08-08 13F WASHINGTON TRUST Co 39 490 18,25 417 14,29
2025-08-11 13F Rothschild Investment Llc 360 94,59 4 50,00
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 4 358 3,86 45 −11,76
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 347 120 4,61 3 624 −10,72
2025-08-14 13F Verition Fund Management LLC 352 730 3 721
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 84 1
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 4 632 6,90 49 2,13
2025-08-14 13F Wells Fargo & Company/mn 58 624 4,54 618 1,15
2025-07-23 13F Nbt Bank N A /ny 3 178 1,31 34 −2,94
2025-08-12 13F Hillsdale Investment Management Inc. 5 400 57
2025-08-14 13F Westchester Capital Management, LLC 491 392 231,48 5 184 220,99
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 354 2,91 4 −25,00
2025-08-14 13F Brevan Howard Capital Management LP 71 598 755
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 229 119 1,52 2 392 −13,33
2025-08-05 13F Bank of New York Mellon Corp 1 102 752 0,73 11 634 −2,50
2025-08-26 NP MERFX - The Merger Fund - Investor Class Shares 461 185 231,45 4 866 220,91
2025-07-28 NP QVMS - Invesco S&P SmallCap 600 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 15 118 7,76 156 −5,45
2025-08-14 13F Ubs Asset Management Americas Inc 253 246 45,07 2 672 40,43
2025-07-11 13F Farther Finance Advisors, LLC 8 652 8 552,00 91 9 000,00
2025-08-26 NP MERVX - The Merger Fund VL 4 805 229,56 51 233,33
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 104 813 7,49 1 106 4,05
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 97 069 1,75 1 024 −1,44
2025-08-06 13F Moors & Cabot, Inc. 41 123 20,96 434 17,03
2025-08-14 13F Water Island Capital Llc 84 076 56,70 887 51,88
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 167 738 4,53 1 733 −8,51
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 2 617 3 748,53 27
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 35 0
2025-07-17 13F Janney Montgomery Scott LLC 44 065 0
2025-08-05 13F Hussman Strategic Advisors, Inc. 105 000 1 108
2025-08-12 13F Public Sector Pension Investment Board 303 363 7,38 3 200 3,93
2025-08-06 13F Savant Capital, LLC 41 770 3,11 441 −0,23
2025-07-09 13F Harbor Capital Advisors, Inc. 653 33,54 0
2025-08-12 13F Trexquant Investment LP 158 655 173,27 1 674 164,72
2025-08-13 13F Skandinaviska Enskilda Banken AB (publ) 166 806 1 760
2025-08-05 13F Mission Wealth Management, Lp 10 056 0,15 106 −2,75
2025-08-14 13F Qube Research & Technologies Ltd 1 552 353 34,47 16 377 30,15
2025-08-14 13F Two Sigma Investments, Lp 546 542 4,16 5 766 0,82
2025-08-04 13F Keybank National Association/oh 24 706 0,24 261 −2,99
2025-04-01 NP COAGX - Caldwell & Orkin - Gator Capital Long/Short Fund Short −39 700 −486
2025-08-13 13F Russell Investments Group, Ltd. 78 512 57 208,03 828 82 700,00
2025-08-26 NP Profunds - Profund Vp Small-cap Value 1 946 0,21 21 −4,76
2025-08-12 13F Legal & General Group Plc 249 379 4,37 2 631 1,00
2025-07-14 13F GAMMA Investing LLC 1 758 32,18 19 28,57
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 176 685 11,06 1 845 −5,19
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 23 537 8,19 248 4,64
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 30 063 50,17 311 31,36
2025-08-14 13F Price T Rowe Associates Inc /md/ 100 278 5,14 1 0,00
2025-08-14 13F PenderFund Capital Management Ltd. 16 430 173
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 14 116 37,33 149 32,14
2025-08-08 13F Atlantic Trust, LLC 25 0
2025-08-08 13F Larson Financial Group LLC 145 866,67 2
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 41 707 4,03 440 0,69
2025-06-25 NP MNA - IQ Merger Arbitrage ETF 196 228 16,50 2 049 −0,53
2025-08-12 13F MAI Capital Management 188 2
2025-09-04 13F/A Advisor Group Holdings, Inc. 3 392 13,14 36 9,38
2025-08-14 13F Sagefield Capital LP 294 259 24,37 3 104 20,36
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 16 903 8,71 176 −7,37
2025-08-20 NP ADANX - AQR Diversified Arbitrage Fund Class N 642 229 26,73 6 776 22,67
2025-07-09 13F Massmutual Trust Co Fsb/adv 102 70,00 1
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 66 892 1,52 706 −1,81
2025-08-14 13F Engineers Gate Manager LP 30 781 325
2025-07-21 13F Barrett & Company, Inc. 800 33,33 8 33,33
2025-08-14 13F Mariner, LLC 40 190 10,80 424 7,34
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 46 292 488
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 49 652 0,10 513 −12,48
2025-08-12 13F CIBC Private Wealth Group, LLC 108 1
2025-07-28 NP VCSLX - Small Cap Index Fund 36 672 8,83 379 −4,79
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 8 394 12,34 89 8,64
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 69 090 64,19 729 58,95
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 17 030 17,09 178 0,00
2025-06-30 NP SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF 14 131 148
2025-08-14 13F Pentwater Capital Management LP 655 000 5,59 6 910 2,20
2025-07-14 13F Proathlete Wealth Management Llc 73 1
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 2 691 690 1,25 28 397 −2,00
2025-08-14 13F Hotchkis & Wiley Capital Management Llc 1 178 474 10,82 12 433 7,26
2025-08-13 13F Johnson Financial Group, Inc. 40 0
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 358 6,87 4 −25,00
2025-08-14 13F Bank Of America Corp /de/ 550 196 2,92 5 805 −0,38
2025-08-27 NP JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) 25 402 361,02 268 345,00
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 3 809 19,22 39 5,41
2025-08-13 13F Yakira Capital Management, Inc. 38 762 409
2025-08-14 13F Ameriprise Financial Inc 780 019 1,76 8 229 −1,51
2025-08-28 NP ASQIX - Small Company Fund Investor Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 58 785 620
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 31 509 11,53 329 −4,93
2025-04-29 NP HSMNX - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 31 934 38,70 377 30,10
2025-08-11 13F HighTower Advisors, LLC 72 210 30,10 762 25,99
2025-08-14 13F Stifel Financial Corp 202 923 422,12 2 141 405,91
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 1 936 8,89 20 5,26
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 65 520 0,12 691 −3,09
2025-07-31 13F Quest Partners LLC 157 490 59,69 1 662 54,51
2025-08-13 13F OMERS ADMINISTRATION Corp 154 300 1 628
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
2025-07-08 NP ARB - AltShares Merger Arbitrage ETF 82 992 27,76 857 11,88
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 9 361 89,99 98 61,67
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 40 917 2,48 432 −0,92
2025-08-27 NP Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 35 424 0,74 374 −2,61
2025-08-07 13F Hennion & Walsh Asset Management, Inc. 57 352 1,88 605 −1,31
2025-08-08 13F Intech Investment Management Llc 311 433 19,04 3 286 15,22
2025-08-14 13F Two Sigma Advisers, Lp 501 280 0,02 5 289 −3,19
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 10 567 44,91 111 40,51
2025-08-12 13F Rhumbline Advisers 263 805 1,21 2 783 −2,04
2025-08-14 13F Fmr Llc 13 495 92,84 142 86,84
2025-08-26 NP XJR - iShares ESG Screened S&P Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6 988 0,43 74 −2,67
2025-08-14 13F Schonfeld Strategic Advisors LLC 203 436 2 146
2025-08-13 13F Quantbot Technologies LP 72 525 2 586,11 765 2 537,93
2025-08-12 13F Global Retirement Partners, LLC 1 065 2,50 11 −8,33
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 222 746 4,31 2 325 −10,95
2025-08-15 13F Great West Life Assurance Co /can/ 85 871 1,19 1
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 11 516 16,37 119 1,72
2025-05-28 NP QWVOX - Clearwater Small Companies Fund 4 600 17,95 50 8,70
2025-08-14 13F/A Skopos Labs, Inc. 12 212 509,08 129 509,52
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 3 556 8,02 38 5,71
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 47 925 0,71 506 −2,51
2025-08-04 13F Hantz Financial Services, Inc. 12 116 2 094,93 0
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 13 965 10,69 147 7,30
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 14 512 7,36 153 4,08
2025-07-11 13F/A Umb Bank N A/mo 385 685,71 4
2025-08-06 13F Commonwealth Equity Services, Llc 58 424 3,59 1
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 1 778 21,95 19 20,00
2025-08-14 13F Css Llc/il 11 828 125
2025-08-13 13F Arrowstreet Capital, Limited Partnership 1 844 258 80,24 19 457 74,46
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 125 598 7,68 1 297 −5,74
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 219 144 2,57 2 288 −12,44
2025-08-13 13F Bare Financial Services, Inc 160 2
2025-08-13 13F Arizona State Retirement System 26 242 1,76 277 −1,78
2025-06-26 NP DFEOX - U.s. Core Equity 1 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 167 366 2,39 1 747 −12,61
2025-08-22 NP FISVX - Fidelity Small Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 96 613 0,80 1 019 −2,39
2025-08-14 13F UBS Group AG 260 026 13,47 2 743 9,85
2025-08-08 13F/A Sterling Capital Management LLC 2 364 55,32 25 50,00
2025-08-04 13F Strs Ohio 60 900 6,65 642 3,22
2025-08-13 13F EverSource Wealth Advisors, LLC 3 130 2 598,28 33 3 200,00
2025-08-14 13F Sei Investments Co 43 688 9,87 461 6,24
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 17 933 4,30 189 1,07
2025-05-15 13F Texas Permanent School Fund 285 000 2 975
2025-08-12 13F Prudential Financial Inc 94 876 5,88 1 001 2,46
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 242 124 11,83 2 501 −2,08
2025-08-21 NP MXLSX - Great-West Loomis Sayles Small Cap Value Fund Investor Class 66 800 24,16 705 20,14
2025-08-14 13F EJF Capital LLC 76 651 2,69 809 −0,62
2025-07-16 13F State of Alaska, Department of Revenue 52 985 7,32 1
2025-08-13 13F ExodusPoint Capital Management, LP 62 970 1
2025-08-08 13F Abc Arbitrage Sa 74 739 21,22 788 17,26
2025-08-14 13F Voya Investment Management Llc 24 961 1,37 263 −1,87
2025-08-14 13F Cnh Partners Llc 1 880 357 46,08 19 838 41,39
2025-08-29 NP GABCX - The Gabelli Abc Fund Class Aaa 1 000 11
2025-08-15 13F Tower Research Capital LLC (TRC) 10 526 176,13 111 170,73
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 41 055 2,55 429 −12,47
2025-05-28 NP SMLV - SPDR SSGA US Small Cap Low Volatility Index ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 159 146 28,11 1 735 18,36
2025-08-14 13F Bnp Paribas Arbitrage, Sa 9 795 21,00 103 17,05
2025-08-04 13F Pensionmark Financial Group, Llc 27 401 0,01 289 −3,02
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 16 035 2,10 169 −1,17
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 6 493 5,47 69 1,49
2025-08-12 13F Charles Schwab Investment Management Inc 1 021 803 9,94 10 780 6,42
2025-08-14 13F Graham Capital Management, L.P. 33 469 353
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 31 234 2,64 330 −0,60
2025-08-28 NP HSGFX - Hussman Strategic Growth Fund 100 000 1 055
2025-07-29 NP EBI - Longview Advantage ETF 3 0
2025-08-14 13F Toroso Investments, LLC 20 822 34,27 220 29,59
2025-08-26 13F/A Thrivent Financial For Lutherans 148 146 0,05 2 0,00
2025-08-26 NP FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF 5 934 4,14 63 0,00
2025-08-14 13F Polymer Capital Management (US) LLC 38 346 405
2025-07-31 13F Nisa Investment Advisors, Llc 43 959 6 833,60 464 7 616,67
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 17 078 7,77 178 −7,77
2025-08-14 13F Smartleaf Asset Management LLC 1 053 12,74 11 10,00
2025-08-29 NP DHS - WisdomTree U.S. High Dividend Fund N/A 44 067 2,00 465 −1,28
2025-08-08 13F Geode Capital Management, Llc 2 228 465 3,69 23 512 0,35
2025-07-29 NP JSTC - Adasina Social Justice All Cap Global ETF 6 935 16,85 72 1,43
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 16 833 69,47 174 47,86
2025-07-30 NP AUERX - Auer Growth Fund 20 000 207
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 528 489 6,73 5 517 −8,89
2025-08-26 NP JMEE - JPMorgan Market Expansion Enhanced Equity ETF 195 634 3,40 2 064 0,05
2025-07-24 13F IFP Advisors, Inc 82 148,48 1
2025-08-26 NP GAFCX - Virtus AlphaSimplex Global Alternatives Fund Class C 15 048 54,21 159 49,06
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 488 658 0,76 5 048 −11,80
2025-08-01 13F New York Life Investment Management Llc 194 181 3,35 2 049 0,05
2025-08-08 13F Pnc Financial Services Group, Inc. 8 483 72,95 89 67,92
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 215 909 12,96 2 278 9,31
2025-08-28 NP HSAFX - Hussman Strategic Allocation Fund 5 000 53
2025-08-01 13F Teacher Retirement System Of Texas 24 245 0,14 256 −3,04
2025-06-27 NP RSSL - Global X Russell 2000 ETF 53 565 6,71 559 −8,81
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