FDP / Fresh Del Monte Produce Inc. - Institutionellt ägande - Köpare

Fresh Del Monte Produce Inc.
US ˙ NYSE ˙ KYG367381053

Institutionellt ägande och fondägande - Köpare

Större innehavare som har öppnat nya positioner i Fresh Del Monte Produce Inc. inkluderar Wasatch Advisors Inc, WMCVX - Wasatch Small Cap Value Fund Investor Class shares, Hennessy Advisors Inc, HFCGX - Hennessy Cornerstone Growth Fund Investor Class, Carrera Capital Advisors, FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I, MSCQX - Mercer US Small/Mid Cap Equity Fund Class I, LSVQX - LSV Small Cap Value Fund Institutional Class Shares, Universal- Beteiligungs- und Servicegesellschaft mbH, SSMAX - Siit Small Mid Cap Equity Fund - Class A, PSL - Invesco DWA Consumer Staples Momentum ETF, SFLO - VictoryShares Small Cap Free Cash Flow ETF, USCAX - Small Cap Stock Fund Shares, Cerity Partners LLC, Sylvest Advisors, LLC, Horizon Investments, LLC, AVDV - Avantis International Small Cap Value ETF, Royce Value Trust Inc, OASVX - Optimum Small-mid Cap Value Fund Class A, och Blue Zone Wealth Advisors, 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
(%)
2025-08-20 NP QSMLX - AQR Small Cap Multi-Style Fund Class I 29 714 234,43 963 252,75
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 1 397 8,89 45 15,38
2025-08-13 13F First Trust Advisors Lp 243 686 289,64 7 900 309,75
2025-07-29 NP EBI - Longview Advantage ETF 553 20
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 2 420 3,29 78 8,33
2025-08-11 13F Covestor Ltd 37 54,17 0
2025-06-24 NP SFSNX - Schwab Fundamental US Small Company Index Fund Institutional Shares This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 135 512 6,59 4 609 18,89
2025-08-11 13F HighTower Advisors, LLC 12 137 0,06 393 5,36
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 983 767 12,22 34 747 29,99
2025-08-14 13F Ameriprise Financial Inc 126 119 1,34 4 089 6,57
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 342 130 1,48 11 636 13,19
2025-08-14 13F Engineers Gate Manager LP 19 716 30,11 639 36,83
2025-08-11 13F Citigroup Inc 52 795 0,77 1 712 5,94
2025-08-12 13F Trexquant Investment LP 158 858 84,28 5 150 93,83
2025-07-25 NP FNDB - Schwab Fundamental U.S. Broad Market Index ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4 807 8,41 170 25,19
2025-06-26 NP SMMV - iShares Edge MSCI Min Vol 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 16 367 3,20 557 15,11
2025-07-31 13F Carrera Capital Advisors 127 200 4 124
2025-08-14 13F Raymond James Financial Inc 169 690 719,40 5 501 762,23
2025-03-31 NP AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5 4 787 736 7,63 13 976 −31,05
2025-07-08 13F Parallel Advisors, LLC 5 475 80,99 178 90,32
2025-08-14 13F Invenomic Capital Management LP 485 350 22,57 15 735 28,89
2025-07-24 13F IFP Advisors, Inc 0 0
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 474 0
2025-08-21 NP MXISX - Great-West S&P Small Cap 600 Index Fund Investor Class 26 067 6,92 845 12,52
2025-08-15 13F Tower Research Capital LLC (TRC) 3 010 34,68 98 42,65
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 6 141 3,86 199 9,34
2025-06-25 NP FYX - First Trust Small Cap Core AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 83 196 128,74 2 829 155,32
2025-08-21 NP MSCQX - Mercer US Small/Mid Cap Equity Fund Class I 79 500 2 577
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 8 541 2,37 277 −0,36
2025-07-29 NP VFMO - Vanguard U.S. Momentum 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 89 253 152,68 3 152 192,94
2025-08-04 13F Assetmark, Inc 29 1
2025-08-14 13F Susquehanna International Group, Llp 83 736 48,13 2 715 55,80
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 51 309 1 663
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 7 494 6,28 255 18,69
2025-08-14 13F Wasatch Advisors Inc 1 357 518 44 011
2025-08-14 13F Susquehanna International Group, Llp Call 13 000 38,30 421 45,67
2025-08-28 NP SVOAX - Simt Us Managed Volatility Fund Class F 4 011 288,66 130 319,35
2025-07-29 NP VFMV - Vanguard U.S. Minimum Volatility 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 122 724 345,62 4 335 416,57
2025-08-08 13F/A Sterling Capital Management LLC 906 55,40 29 70,59
2025-08-14 13F Ubs Asset Management Americas Inc 173 081 82,36 5 611 91,76
2025-06-27 NP BIVIX - Invenomic Fund Institutional Class shares 199 711 51,62 6 792 69,17
2025-08-14 13F Voya Investment Management Llc 27 785 199,38 901 214,69
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 22 295 7,69 723 13,17
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 47 961 2,74 1 555 7,99
2025-08-14 13F Wells Fargo & Company/mn 28 602 1,55 927 6,80
2025-08-11 13F Cornerstone Planning Group LLC 6 0
2025-06-24 NP JPSE - JPMorgan Diversified Return U.S. Small Cap Equity ETF 43 475 5,64 1 479 17,86
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 141 542 7,83 4 814 20,26
2025-07-28 NP HDG - ProShares Hedge Replication ETF 44 10,00 2 0,00
2025-07-28 NP AVDS - Avantis International Small Cap Equity ETF 3 009 80,61 9 125,00
2025-08-11 13F Lsv Asset Management 1 439 958 148,26 47 170,59
2025-08-14 13F State Street Corp 1 344 552 2,44 43 590 7,73
2025-08-28 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 17 690 574
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 164 12,33 6 25,00
2025-08-22 NP FESM - Fidelity Enhanced Small Cap ETF 99 102 22,93 3 213 29,26
2025-08-15 13F Morgan Stanley 487 875 5,96 15 817 11,42
2025-06-27 NP RSSL - Global X Russell 2000 ETF 20 503 6,60 697 18,94
2025-06-27 NP PRF - Invesco FTSE RAFI US 1000 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 5 411 184
2025-06-30 NP SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF 626 21
2025-08-14 13F Price T Rowe Associates Inc /md/ 39 395 3,28 1 0,00
2025-08-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 18 176 77,74 589 164,13
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class 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 36 240 25,55 108 28,57
2025-08-27 NP ARHBX - Artisan International Explorer Fund Institutional Shares 2 917 631 13,39 8 550 2,54
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 3 068 10,44 99 16,47
2025-08-25 NP GONIX - Gotham Neutral Fund Institutional Class 2 425 83,43 79 95,00
2025-07-28 13F Allianz Asset Management GmbH 712 931 88,95 23 113 98,70
2025-06-26 NP USCAX - Small Cap Stock Fund Shares 25 544 869
2025-07-28 NP VCSLX - Small Cap Index Fund 15 457 19,71 546 38,68
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 876 19,35 28 27,27
2025-08-28 NP TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 709 646,32 23 1 000,00
2025-06-25 NP FAB - First Trust Multi Cap Value AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4 803 135,79 163 162,90
2025-08-27 NP Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 14 183 0,74 460 5,76
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 211 126 0,01 7 180 11,56
2025-07-17 13F CWA Asset Management Group, LLC 38 800 24,63 1 258 31,07
2025-08-11 13F Principal Securities, Inc. 18 1
2025-08-29 NP MFUS - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 645 7,68 21 5,26
2025-08-05 13F NewSquare Capital LLC 87 1 142,86 3
2025-08-14 13F Quantinno Capital Management LP 11 097 19,70 360 25,96
2025-08-13 13F EverSource Wealth Advisors, LLC 962 390,82 31 416,67
2025-08-11 13F EntryPoint Capital, LLC 7 623 247
2025-08-26 NP IPSIX - Voya Index Plus SmallCap Portfolio Class I 18 427 88,76 597 180,28
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 15 357 2,44 522 14,22
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 25 456 1,60 825 6,87
2025-08-08 13F Creative Planning 23 073 67,61 748 76,42
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 6 516 17,83 222 31,55
2025-08-27 NP OASVX - Optimum Small-mid Cap Value Fund Class A 8 700 282
2025-08-08 13F SG Americas Securities, LLC 8 063 0
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Proequities, Inc. 0 0
2025-08-26 NP Profunds - Profund Vp Small-cap Value 732 0,14 24 4,55
2025-08-12 13F Public Sector Pension Investment Board 140 440 2,83 4 553 8,15
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 16 286 3,11 528 8,44
2025-08-27 NP VTMGX - Vanguard Developed Markets Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 796 705 0,21 2 334 −9,32
2025-07-29 NP VCSAX - Vanguard Consumer Staples Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 465 301 30,49 16 434 51,16
2025-08-07 13F Illinois Municipal Retirement Fund 19 030 14,06 617 19,84
2025-08-11 13F Royce & Associates Lp 17 061 553
2025-08-13 13F Arrowstreet Capital, Limited Partnership 483 508 17,95 15 675 24,03
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 1 787 9,50 58 14,00
2025-07-22 13F UniSuper Management Pty Ltd 92 720 148,69 3 006 161,53
2025-08-12 13F American Century Companies Inc 1 241 788 12,78 40 259 18,59
2025-08-08 13F Pnc Financial Services Group, Inc. 1 115 4,40 36 12,50
2025-08-14 13F Axa S.a. 136 440 4 423
2025-08-18 13F/A National Bank Of Canada /fi/ 3 998 130
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 169 703 9,64 5 994 27,00
2025-07-25 13F Concord Wealth Partners 71 1,43 2 0,00
2025-07-28 NP AVUVX - Avantis U.S. Small Cap Value 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 70 361 20,93 2 485 40,08
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 309 3,00 10 0,00
2025-08-14 13F Mariner, LLC 7 586 246
2025-08-12 13F Franklin Resources Inc 59 435 2,56 1 927 7,84
2025-07-30 13F Whittier Trust Co Of Nevada Inc 641 87,43 21 100,00
2025-08-08 13F Principal Financial Group Inc 184 497 10,39 5 981 16,09
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 5 625 69,53 191 89,11
2025-08-14 13F Horizon Investments, LLC 15 256 491
2025-06-25 NP FYT - First Trust Small Cap Value AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 26 073 98,20 887 120,95
2025-08-13 13F Victory Capital Management Inc 46 613 16,64 1 511 22,65
2025-07-16 13F State of Alaska, Department of Revenue 19 983 7,46 1
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 9 854 1,20 335 13,18
2025-08-12 13F Rhumbline Advisers 102 144 0,82 3 311 6,02
2025-07-09 13F Massmutual Trust Co Fsb/adv 205 12,64 7 20,00
2025-07-17 13F SummerHaven Investment Management, LLC 36 419 1,15 1 181 6,31
2025-06-27 NP PSL - Invesco DWA Consumer Staples 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 39 177 1 332
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 6 275 0,22 203 5,18
2025-06-26 NP DFUV - Dimensional US Marketwide Value ETF 27 673 0,62 941 12,29
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 4 917 19,29 167 33,60
2025-08-28 NP SFLO - VictoryShares Small Cap Free Cash Flow ETF 33 575 1 089
2025-08-12 13F Brandywine Global Investment Management, LLC 209 535 19,93 6 793 26,12
2025-06-25 NP CCNR - ALPS | CoreCommodity Natural Resources ETF 23 067 14,40 785 27,69
2025-08-07 13F Kestra Private Wealth Services, Llc 7 947 4,28 258 9,83
2025-06-26 NP HFCGX - Hennessy Cornerstone Growth Fund Investor Class 282 245 9 599
2025-07-28 13F Harbour Investments, Inc. 220 2,33 7 16,67
2025-07-10 13F Exchange Traded Concepts, Llc 62 573 4,31 2 029 9,68
2025-08-14 13F GWM Advisors LLC 84 870 21 773,71 2 751 24 909,09
2025-07-23 13F Klp Kapitalforvaltning As 34 500 4,23 1 118 9,61
2025-08-08 13F Larson Financial Group LLC 61 771,43 2
2025-08-26 NP FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 87 148 2 825
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 1 530 18,24 54 38,46
2025-07-11 13F/A Umb Bank N A/mo 51 10,87 2 0,00
2025-07-29 NP SGMAX - SIIT Global Managed Volatility Fund Class A 114 025 4 027
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 6 309 3,95 205 9,09
2025-06-27 NP AVFIX - American Beacon Small Cap Value Fund Institutional Class 140 080 21,30 4 764 35,34
2025-08-26 NP FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF 1 679 65,91 54 74,19
2025-08-05 13F Advisors Preferred, LLC 78 286 2 605
2025-08-12 13F Advisors Asset Management, Inc. 17 938 12,85 582 18,57
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 12 0
2025-08-13 13F Jones Financial Companies Lllp 243 7,05 8 16,67
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 43 183 9,66 1 525 27,08
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 837 10,42 27 17,39
2025-08-12 13F Pacer Advisors, Inc. 272 860 8 846
2025-08-27 NP VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio 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 92 350 119,49 2 994 130,76
2025-08-14 13F Peak6 Llc Call 11 300 366
2025-08-05 13F Corton Capital Inc. 6 256 203
2025-08-14 13F Peak6 Llc 10 055 71,97 326 80,56
2025-08-14 13F Peak6 Llc Put 21 700 42,76 704 50,21
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 24 670 0,08 800 5,27
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 6 236 1,80 202 7,45
2025-08-14 13F/A Skopos Labs, Inc. 395 9 775,00 13
2025-08-14 13F Aster Capital Management (DIFC) Ltd 1 434 46
2025-07-15 13F Ballentine Partners, LLC 12 781 414
2025-06-26 NP USMIX - Extended Market Index Fund 4 701 2,00 160 13,57
2025-03-31 NP FTIHX - Fidelity Total International 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 54 761 9,61 159 −30,26
2025-06-26 NP LSVQX - LSV Small Cap Value Fund Institutional Class Shares 43 900 1 493
2025-07-29 NP SVYAX - SIIT U.S. Managed Volatility Fund - Class A 7 699 308,22 272 375,44
2025-08-14 13F Bridgeway Capital Management Inc 464 322 1,18 15 053 6,40
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 3 842 2,56 131 14,04
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 99 4
2025-08-18 13F Geneos Wealth Management Inc. 1 065 238,10 35 277,78
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 12 386 17,98 421 31,56
2025-08-13 13F Cerity Partners LLC 23 598 765
2025-08-14 13F Gotham Asset Management, LLC 33 670 55,96 1 092 64,06
2025-07-28 NP AVDV - Avantis International 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 14 909 46
2025-08-14 13F Wellington Management Group Llp 166 181 142,11 5 388 154,58
2025-08-12 13F Legal & General Group Plc 110 114 5,37 3 570 10,80
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 5 758 4,69 187 10,06
2025-07-21 13F Hennessy Advisors Inc 285 445 9 254
2025-08-28 NP WFIVX - Wilshire 5000 Index Fund Investment Class 515 595,95 17 700,00
2025-06-30 NP VEURX - Vanguard European Stock 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 211 050 22,76 632 25,95
2025-08-25 NP GENIX - Gotham Enhanced Return Fund Institutional Class 1 504 49
2025-07-28 NP XSHD - Invesco S&P SmallCap High Dividend Low Volatility 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 26 945 16,67 952 35,09
2025-08-06 13F Outfitter Financial LLC 31 575 2,93 1 024 8,25
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 10 776 24,69 366 39,16
2025-08-07 13F Acadian Asset Management Llc 46 734 2
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 5 154 29,17 182 50,41
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 11 709 0,99 380 6,16
2025-08-27 NP PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 30 176 1,00 978 6,19
2025-07-29 NP GCAVX - GMO U.S. Small Cap Value Fund Class VI 3 284 116
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 58 329 2,41 1 891 7,69
2025-08-14 13F Bnp Paribas Arbitrage, Sa 3 543 34,15 115 40,74
2025-08-29 NP PMJIX - PIMCO RAE US Small Fund Institutional Class 212 332 26,02 6 884 32,52
2025-07-25 NP AFSM - First Trust Active Factor Small Cap ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3 536 0,23 125 15,89
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 21 078 135,48 744 173,53
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 1 003 1 571,67 34 3 300,00
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 13 351 11,58 454 24,73
2025-08-04 13F Hantz Financial Services, Inc. 328 0
2025-08-14 13F C M Bidwell & Associates Ltd 16 1
2025-06-25 NP FSTA - Fidelity MSCI Consumer Staples 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 69 946 34,18 2 379 49,65
2025-07-16 13F Sylvest Advisors, LLC 22 939 744
2025-08-07 13F Allworth Financial LP 142 9,23 5 0,00
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 1 922 8,04 65 20,37
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 42 046 1 363
2025-07-31 13F Nisa Investment Advisors, Llc 661 1,38 21 5,00
2025-08-14 13F Citadel Advisors Llc 98 354 3 189
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 320 60,00 11 66,67
2025-08-14 13F Citadel Advisors Llc Call 6 900 187,50 224 205,48
2025-06-27 NP PBJ - Invesco Dynamic Food & Beverage 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 90 942 9,14 3 093 21,73
2025-08-12 13F Dynamic Technology Lab Private Ltd 11 095 360
2025-08-14 13F Royal Bank Of Canada 21 361 14,99 692 20,77
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 11 916 1,62 386 6,93
2025-08-08 13F Avantax Advisory Services, Inc. 15 624 2,64 507 7,89
2025-03-27 NP SCZ - iShares MSCI EAFE 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 281 204 0,00 818 −36,32
2025-08-14 13F/A Barclays Plc 71 710 25,97 2 100,00
2025-08-25 NP GARIX - Gotham Absolute Return Fund Institutional Class 8 040 990,91 261 1 081,82
2025-06-18 NP NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 2 285 30,27 78 45,28
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 82 987 10,42 2 931 27,94
2025-07-29 NP SLPAX - Siit Small Cap Fund - Class A 11 860 3,49 419 19,77
2025-05-15 13F Texas Permanent School Fund 36 231 1 232
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 2 619 14,12 89 28,99
2025-08-11 13F Empowered Funds, LLC 272 845 2,02 8 846 7,28
2025-06-26 NP HRLIX - The Hartford Global Real Asset Fund Class I 4 757 548,09 162 600,00
2025-06-24 NP Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 1 666 57
2025-08-05 13F Bank of New York Mellon Corp 264 319 2,64 8 569 7,94
2025-07-14 13F GAMMA Investing LLC 9 081 34,99 294 42,03
2025-05-05 13F Lindbrook Capital, Llc 380 3,54 12 −8,33
2025-08-28 NP SMVIX - Simt Small Cap Value Fund Class I 4 000 130
2025-08-11 13F EMC Capital Management 195 0
2025-08-06 13F Stone House Investment Management, LLC 16 1
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 9 0
2025-08-28 NP HEJD - VictoryShares Hedged Equity Income ETF 3 544 17,86 115 23,91
2025-07-29 NP SSMAX - Siit Small Mid Cap Equity Fund - Class A 39 700 1 402
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 29 381 110,44 1 038 144,00
2025-08-20 NP WMCVX - Wasatch Small Cap Value Fund Investor Class shares This fund is a listed as child fund of Wasatch Advisors 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 709 679 23 008
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 8 614 7,26 279 12,96
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 737 7,28 24 9,52
2025-08-15 NP Royce Value Trust Inc 11 140 361
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 15 117 60,96 490 69,55
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 47 677 8,49 1 684 25,69
2025-08-25 13F/A Neuberger Berman Group LLC 6 835 222
2025-06-26 NP Dfa Investment Trust Co - The United Kingdom Small Company Series 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 481 877 1,99 1 442 4,50
2025-08-14 13F Macquarie Group Ltd 9 500 3 471,43 308 3 750,00
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 13 050 0,62 461 16,46
2025-07-24 13F Us Bancorp \de\ 322 3,54 10 11,11
2025-08-20 NP ASMOX - AQR Small Cap Momentum Style Fund Class I 1 847 62,16 60 68,57
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 84 023 3,39 2 858 15,34
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 3 216 114
2025-06-26 NP LSVMX - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares 4 170 142
2025-08-04 13F Waterfront Wealth Inc. 48 272 1,26 1 565 6,47
2025-08-13 13F Arizona State Retirement System 11 893 1,75 386 6,94
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 5 560 40,44 180 47,54
2025-08-26 NP JMEE - JPMorgan Market Expansion Enhanced Equity ETF 43 426 3,42 1 408 8,73
2025-07-24 13F Blue Zone Wealth Advisors, LLC 6 839 222
2025-08-12 13F Prudential Financial Inc 9 016 25,45 292 32,13
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 1 231 795 1,42 39 935 6,66
2025-08-29 NP HHCAX - Highland Long/Short Healthcare Fund Class A Short −6 394 −207
2025-08-11 13F Vanguard Group Inc 5 086 001 2,89 164 888 8,20
2025-08-26 13F/A Thrivent Financial For Lutherans 24 670 0,08 1
2025-07-28 NP AVDE - Avantis International 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 28 734 9,49 88 22,54
2025-08-11 13F Rothschild Investment Llc 40 14,29 1 0,00
Other Listings
DE:FDM 30,20 €
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