FRT / Federal Realty Investment Trust - Institutionellt ägande - Köpare

Federal Realty Investment Trust
US ˙ NYSE

Institutionellt ägande och fondägande - Köpare

Större innehavare som har öppnat nya positioner i Federal Realty Investment Trust inkluderar Woodline Partners LP, FRIFX - Fidelity Real Estate Income Fund, Private Management Group Inc, Eisler Capital Management Ltd., DMCVX - BNY Mellon Opportunistic Midcap Value Fund Class A, Prevail Innovative Wealth Advisors, Llc, Neuberger Berman Real Estate Securities Income Fund Inc, BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares, Castle Rock Wealth Management, LLC, Atria Investments Llc, PALC - Pacer Lunt Large Cap Multi-Factor Alternator ETF, ALTL - Pacer Lunt Large Cap Alternator ETF, Peak6 Llc, SummitTX Capital, L.P., Greenland Capital Management LP, SMLF - iShares Edge MSCI Multifactor USA Small-Cap ETF, HUSV - First Trust Horizon Managed Volatility Domestic ETF, Gallagher Fiduciary Advisors, LLC, Fairtree Asset Management (Pty) Ltd, och MSH Capital 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
(%)
2025-08-14 13F California State Teachers Retirement System 78 457 8,04 7 453 4,91
2025-05-28 NP Nuveen Real Asset Income & Growth Fund 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 3 042 1 052,27 298 924,14
2025-08-12 13F Proequities, Inc. 0 0
2025-08-12 13F Lasalle Investment Management Securities Llc 296 392 1 816,66 28 154 1 762,04
2025-08-15 13F Captrust Financial Advisors 4 991 74,51 474 69,89
2025-08-12 13F Steward Partners Investment Advisory, Llc 16 036 0,06 1 523 −2,81
2025-08-14 13F Bnp Paribas Arbitrage, Sa Put 70 665
2025-08-14 13F Wellington Management Group Llp 2 714 15,54 258 12,23
2025-08-14 13F Stifel Financial Corp 73 660 8,01 6 998 4,89
2025-05-05 13F Lindbrook Capital, Llc 632 777,78 62 662,50
2025-08-14 13F Fmr Llc 709 702 5,42 67 415 2,37
2025-08-14 13F Susquehanna International Group, Llp 16 036 23,25 1 523 19,73
2025-08-12 13F Private Management Group Inc 104 395 9 916
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND IV - Real Estate Portfolio Initial Class 60 600 3,06 5 756 0,09
2025-08-13 13F Victory Capital Management Inc 367 773 1,97 34 935 −0,98
2025-06-26 NP JHML - John Hancock Multifactor Large Cap ETF 2 161 7,30 203 −6,88
2025-06-26 NP ISCG - iShares Morningstar Small-Cap Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11 126 4,86 1 046 −9,20
2025-04-01 NP XYLE - Global X S&P 500 ESG Covered Call ETF 7 75,00 1
2025-08-13 13F Centiva Capital, LP 11 341 14,24 1 077 10,92
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 92 384 7,75 8 776 4,63
2025-09-04 13F/A Advisor Group Holdings, Inc. 16 324 8,03 1 552 4,87
2025-08-14 13F Masterton Capital Management, LP 397 513 1 285,06 8 356 −5,04
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 45 418 9,10 4 337 −1,19
2025-07-29 NP VOOV - Vanguard S&P 500 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 17 927 1,50 1 712 −8,06
2025-08-29 NP Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 9 845 5,28 935 2,30
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 1 399 4,17 133 0,76
2025-07-29 NP SFYX - SoFi Next 500 ETF 388 2,92 37 −5,13
2025-08-14 13F GEM Realty Capital 500 227 47 517
2025-08-26 NP IVE - iShares S&P 500 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 122 869 2,27 11 671 −0,69
2025-08-13 13F Employees Retirement System of Texas 51 437 13,21 5 0,00
2025-08-12 13F Franklin Resources Inc 48 534 29,69 4 610 25,96
2025-08-14 13F Heitman Real Estate Securities Llc 56 915 1 571,02 5 406 1 523,42
2025-04-24 NP BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity 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 6 371 672
2025-08-14 13F Schonfeld Strategic Advisors LLC 198 502 18 856
2025-05-14 13F Credit Agricole S A 19 236 8,84 1 882 −4,90
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 2 762 978 2,35 262 455 −0,61
2025-08-01 13F New York Life Investment Management Llc 18 589 1,47 1 766 −1,45
2025-07-29 NP VADCX - Invesco Equally-weighted S&p 500 Fund Class C 131 058 4,85 12 513 −5,03
2025-08-11 13F Rothschild Investment Llc 429 2,39 41 0,00
2025-08-07 13F Allworth Financial LP 2 447 10,52 232 9,95
2025-08-26 NP GPIX - Goldman Sachs S&P 500 Core Premium Income ETF 1 515 91,77 144 85,71
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 690 31,93 66 30,00
2025-07-22 13F Gsa Capital Partners Llp 6 751 131,44 1
2025-08-14 13F Engineers Gate Manager LP 16 049 33,69 1 524 29,81
2025-07-14 13F Toth Financial Advisory Corp 332 1,53 32 0,00
2025-08-07 13F Blackhawk Capital Partners LLC. 16 925 5,90 1 608 2,82
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 20 615 2,28 1 958 −0,66
2025-07-25 13F CBOE Vest Financial, LLC 564 204 10,72 53 594 7,52
2025-08-13 13F Mackenzie Financial Corp 3 022 5,52 287 2,50
2025-08-14 13F Howard Hughes Medical Institute 16 2
2025-06-26 NP TSMOX - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 11 478 5,03 1 079 −9,10
2025-08-13 13F Edgestream Partners, L.P. 138 824 202,65 13 187 193,87
2025-07-25 NP SCHX - Schwab U.S. Large-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 77 366 1,62 7 387 −7,96
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 61 6
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 1 723 7,96 164 4,49
2025-08-28 NP ONEY - SPDR Russell 1000 Yield 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 18 165 79,78 1 725 74,60
2025-08-26 NP BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares 5 874 22,38 558 18,76
2025-08-27 NP JNL SERIES TRUST - JNL/Mellon Real Estate Sector Fund (A) 11 798 4,64 1 121 1,63
2025-06-25 NP WWMCX - WESTWOOD QUALITY MIDCAP FUND INSTITUTIONAL SHARES 356 39,06 33 22,22
2025-05-30 NP WEQCX - Teton Westwood Equity Fund Class C 8 442 7,23 826 −6,36
2025-07-29 13F Nordea Investment Management Ab 157 570 0,30 14 862 −2,80
2025-08-15 13F Tower Research Capital LLC (TRC) 4 543 72,28 432 67,70
2025-06-26 NP CRQSX - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares 6 158 0,15 579 −13,34
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 306 60,21 29 61,11
2025-08-14 13F TCG Advisory Services, LLC 5 585 105,86 531 100,00
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 19 763 5,84 1 877 2,79
2025-07-30 13F Whittier Trust Co Of Nevada Inc 846 36,89 80 33,33
2025-08-14 13F/A Rockefeller Capital Management L.P. 130 243 3,31 12 372 0,32
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 18 312 0,49 1 748 −8,96
2025-08-14 13F Horizon Investments, LLC 1 207 8,45 113 5,61
2025-08-14 13F Clarity Asset Management, Inc. 293 1,03 28 −3,57
2025-08-13 13F Jones Financial Companies Lllp 5 399 116,05 511 111,16
2025-07-18 13F Bartlett & Co. Wealth Management Llc 501 0,20 48 −2,08
2025-08-13 13F M&t Bank Corp 9 650 9,73 916 6,51
2025-08-26 NP GREIX - Goldman Sachs Real Estate Securities Fund Institutional 13 566 8,50 1 289 5,31
2025-07-09 13F Massmutual Trust Co Fsb/adv 290 51,04 28 50,00
2025-08-13 13F Loomis Sayles & Co L P 433 41
2025-08-14 13F Federation des caisses Desjardins du Quebec 4 921 467
2025-08-12 13F Mufg Securities Americas Inc. 1 721 26,08 163 22,56
2025-07-24 13F Standard Life Aberdeen plc 44 129 11,11 4 192 8,69
2025-06-26 NP JHMM - John Hancock Multifactor Mid Cap ETF 35 929 1,45 3 378 −12,19
2025-08-14 13F Nebula Research & Development LLC 20 256 88,06 1 924 82,72
2025-08-14 13F Boothbay Fund Management, Llc 86 519 8 218
2025-07-28 NP UPRO - ProShares UltraPro S&P500 3 988 17,19 381 6,15
2025-08-20 NP QHFRX - AQR MS Fusion HV Fund Class R6 Short −114 −11
2025-07-30 13F Argonautica Private Wealth Management, Inc 36 637 3 480
2025-08-26 NP NOSIX - Northern Stock Index Fund 24 069 1,36 2 286 −1,55
2025-08-14 13F Millennium Management Llc Call 7 000 665
2025-07-29 13F Private Wealth Management Group, LLC 2 0
2025-06-26 NP FEQHX - Fidelity Hedged Equity Fund 4 645 23,05 437 6,34
2025-08-28 NP INDEX - S&P 500(R) Equal Weight No Load Shares 194 2,11 18 0,00
2025-08-08 13F Cetera Investment Advisers 13 974 8,32 1 327 5,15
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 348 5,78 33 3,13
2025-08-08 13F Creative Planning 10 208 29,41 970 25,68
2025-08-25 NP MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 7 568 2,63 719 −0,42
2025-08-06 13F Sound Financial Strategies Group, LLC 7 218 3,39 686 0,44
2025-08-14 13F Wells Fargo & Company/mn 940 137 2,62 89 304 −0,35
2025-08-04 13F Atria Investments Llc 14 818 1 408
2025-08-28 NP SSEYX - State Street Equity 500 Index II Portfolio 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 30 600 38,46 2 907 34,47
2025-07-11 13F/A Umb Bank N A/mo 151 93,59 14 100,00
2025-06-24 NP Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 6 413 3 564,57 603 3 068,42
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 1 375 6,26 131 −3,68
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 43 817 0,11 4 184 −9,34
2025-07-25 NP MGLAX - MFS Global Real Estate Fund A 543 036 0,54 51 849 −8,94
2025-07-24 13F MSH Capital Advisors LLC 6 650 632
2025-08-27 NP VTMFX - Vanguard Tax-Managed Balanced 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 4 295 42,27 408 37,97
2025-08-07 13F Teachers Retirement System Of The State Of Kentucky 5 998 1,75 1
2025-07-15 13F Public Employees Retirement System Of Ohio 137 907 1,95 13 100 −1,01
2025-08-14 13F Tudor Investment Corp Et Al 106 071 24,87 10 076 21,25
2025-07-21 13F Mattern Capital Management, Llc 74 108 2,40 7 040 −0,57
2025-08-14 13F Holocene Advisors, LP 52 832 0,75 5 019 −2,16
2025-08-14 13F Hrt Financial Lp 33 147 84,72 3 200,00
2025-08-27 NP VFINX - Vanguard 500 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 2 203 795 2,86 209 338 −0,11
2025-07-22 13F UniSuper Management Pty Ltd 41 372 2,57 3 930 −0,41
2025-08-28 NP Elevation Series Trust - RiverNorth Patriot ETF 91 9
2025-07-28 NP ISPY - ProShares S&P 500 High Income ETF 1 215 18,65 116 8,41
2025-08-13 13F Cerity Partners LLC 12 495 102,32 1 187 96,36
2025-08-14 13F Woodline Partners LP 519 948 49 390
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1 3 829 0,63 364 −2,42
2025-08-14 13F Rafferty Asset Management, LLC 9 833 16,95 934 13,63
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 13 985 46,44 1 328 42,18
2025-07-28 NP RDIV - Invesco S&P Ultra Dividend Revenue ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 15 034 13,09 1 435 2,43
2025-07-29 NP MPMCX - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 10 735 576,43 1 025 513,17
2025-08-13 13F Arrowstreet Capital, Limited Partnership 30 473 2 895
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Real Estate Portfolio Class IB 1 679 2,69 159 0,00
2025-08-12 13F CIBC Private Wealth Group, LLC 810 373,68 77 442,86
2025-07-28 NP SPLV - Invesco S&P 500 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 756 368 16,01 72 218 5,07
2025-08-11 13F Greenland Capital Management LP 10 464 994
2025-07-25 NP PRDAX - Diversified Real Asset Fund Class A 39 932 5,29 3 813 −4,65
2025-08-12 13F Bokf, Na 53 634 6,11 5 095 3,03
2025-07-23 13F Klp Kapitalforvaltning As 16 600 11,41 1 577 8,17
2025-08-07 13F Parkside Financial Bank & Trust 254 2,83 24 0,00
2025-08-13 13F NEOS Investment Management LLC 4 604 75,59 432 70,75
2025-07-24 NP FDFIX - Fidelity Flex 500 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 9 605 13,01 917 2,46
2025-08-08 13F Kaizen Financial Strategies 2 294 4,51 218 1,40
2025-08-14 13F Toronto Dominion Bank 37 352 42,56 3 549 38,49
2025-08-07 13F Meeder Asset Management Inc 110 175,00 10 233,33
2025-07-24 13F Capital Advisors, Ltd. LLC 2 0
2025-08-08 13F Geode Capital Management, Llc 2 167 533 2,08 205 527 −0,92
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 151 7,09 14 7,69
2025-08-28 NP Spdr S&p 500 Etf Trust 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 941 702 2,32 89 452 −0,64
2025-06-26 NP REET - iShares Global REIT 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 207 198 2,80 19 481 −11,03
2025-07-18 13F Truist Financial Corp 21 669 47,01 2 058 42,82
2025-08-14 13F Verition Fund Management LLC 32 900 83,78 3 125 78,47
2025-06-30 NP XCLR - Global X S&P 500 Collar 95-110 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., 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 6 100,00 1
2025-06-25 NP DRLAX - BNY Mellon Global Real Estate Securities Fund Class A 26 010 15,34 2 445 −0,16
2025-05-15 13F Rakuten Investment Management, Inc. 4 920 70,42 477 44,24
2025-07-07 13F Versant Capital Management, Inc 299 3,82 28 0,00
2025-08-27 NP VSEQX - Vanguard Strategic Equity 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 131 803 31,14 12 520 27,34
2025-08-11 13F Vanguard Group Inc 13 273 108 1,88 1 260 813 −1,07
2025-06-30 NP PALC - Pacer Lunt Large Cap Multi-Factor Alternator ETF 12 820 1 205
2025-05-30 NP Humankind Benefit Corp - Humankind US Stock ETF 71 9,23 7 −14,29
2025-07-28 NP SPXV - S&P 500 ex-Health Care ETF 50 8,70 5 0,00
2025-07-28 NP MSLC - Morgan Stanley Pathway Large Cap Equity ETF 2 957 6,56 282 −3,42
2025-08-12 13F Eisler Capital Management Ltd. 78 711 7 475
2025-07-25 NP DIFAX - MFS Diversified Income Fund A 104 372 5,15 9 965 −4,77
2025-06-24 NP MXCCX - Federated Max-Cap Index Fund Class C 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 339 143,88 32 106,67
2025-08-14 13F Qube Research & Technologies Ltd 809 485 15,96 76 893 12,61
2025-08-26 NP QCEQRX - Equity Index Account Class R1 37 730 8,45 3 584 5,29
2025-08-14 13F Norinchukin Bank, The 8 158 7,29 775 4,17
2025-07-15 13F North Star Investment Management Corp. 40 4
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 62 741 4,38 5 960 1,36
2025-08-12 13F Pacer Advisors, Inc. 19 451 26,17 1 848 22,56
2025-07-28 NP XRLV - Invesco S&P 500 ex-Rate Sensitive 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 4 298 24,18 410 12,64
2025-08-26 NP TRREX - T. Rowe Price Real Estate 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 46 388 12,90 4 406 9,63
2025-07-15 13F Td Private Client Wealth Llc 102 47,83 10 50,00
2025-08-14 13F Aqr Capital Management Llc 195 447 61,74 18 468 56,89
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 8 390 4,73 789 −9,43
2025-08-05 13F Bank of New York Mellon Corp 763 375 23,62 72 513 20,04
2025-07-25 13F Ofi Invest Asset Management 4 443 0,45 360 −10,25
2025-07-29 NP DMCVX - BNY Mellon Opportunistic Midcap Value Fund Class A 39 379 3 760
2025-07-28 NP QVML - Invesco S&P 500 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 2 255 8,83 215 −1,38
2025-07-29 13F Chevy Chase Trust Holdings, Inc. 41 665 1,37 3 958 −1,57
2025-06-26 NP PBAIX - Blackrock Tactical Opportunities Fund Institutional 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 2 876 74,94 270 81,21
2025-06-27 NP PCSVX - PACE Small/Medium Co Value Equity Investments Class P 16 566 7,92 1 558 −6,60
2025-08-26 NP EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K 3 637 0,22 345 −2,54
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 3 132 1,95 294 −11,71
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 9 302 10,90 888 0,45
2025-06-26 NP MSTVX - Morningstar Alternatives Fund 440 6,04
2025-08-14 13F Freestone Grove Partners LP 106 060 575,58 10 075 556,29
2025-08-27 NP VSLU - Applied Finance Valuation Large Cap ETF 227 7,58 22 5,00
2025-07-14 13F GAMMA Investing LLC 2 623 31,54 249 27,69
2025-08-14 13F Caisse De Depot Et Placement Du Quebec 65 200 6 193
2025-07-23 13F Castle Rock Wealth Management, LLC 18 435 1 750
2025-08-28 NP SPLG - SPDR(R) Portfolio Large Cap ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 104 501 10,86 9 927 7,65
2025-08-27 NP VINIX - Vanguard Institutional 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 476 175 0,74 45 232 −2,18
2025-07-28 13F Morningstar Investment Management LLC 5 977 1
2025-07-29 NP SLPAX - Siit Small Cap Fund - Class A 170 16
2025-08-11 13F HighTower Advisors, LLC 32 622 2,39 3 099 −0,58
2025-08-28 NP BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 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 18 600 −26
2025-06-30 NP CATH - Global X S&P 500 Catholic Values ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 468 1,45 138 −12,10
2025-08-14 13F DoubleLine ETF Adviser LP 4 555 2,24 433 −0,69
2025-08-13 13F FORA Capital, LLC 11 892 75,17 1 130 70,03
2025-08-20 NP QCFIX - AQR CVX Fusion Fund Class I Short −126 −12
2025-08-14 13F Van Eck Associates Corp 39 232 3,74 4 0,00
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 20 651 6,76 1 962 4,59
2025-08-14 13F RMB Capital Management, LLC 290 672 33,86 27 611 29,99
2025-08-25 NP LVHD - Legg Mason Low Volatility High Dividend ETF 34 544 43,58 3 281 39,44
2025-08-25 NP GSPFX - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares 64 1 500,00 6
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 7 695 27,02 731 22,90
2025-08-08 13F Canada Post Corp Registered Pension Plan 1 338 127
2025-08-26 NP GFSYX - Strategic Alternatives Fund Institutional 93 −3,16
2025-07-31 13F Sumitomo Mitsui Trust Holdings, Inc. 401 428 207,39 38 132 198,50
2025-08-14 13F Gen-Wealth Partners Inc 5 188 4,32 493 1,23
2025-08-14 13F Farringdon Capital, Ltd. 12 153 232,23 1 154 223,25
2025-08-27 NP CFJAX - Calvert US Large-Cap Value Responsible Index Fund Class A 16 023 28,75 1 522 25,06
2025-05-28 NP NRIAX - Nuveen Real Asset Income 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 6 228 1 049,08 609 915,00
2025-06-26 NP BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional 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 14 652 1,43 1 378 −12,24
2025-07-10 13F Exchange Traded Concepts, Llc 7 264 759,64 690 741,46
2025-06-27 NP RSPR - Invesco S&P 500 (R) Equal Weight Real Estate 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 37 301 10,20 3 507 −4,60
2025-08-28 NP SPYD - SPDR(R) Portfolio S&P 500 High Dividend 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 852 588 2,92 80 987 −0,05
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 110 818 9,84 10 581 −0,52
2025-08-12 13F YANKCOM Partnership 12 1
2025-07-17 13F V-Square Quantitative Management LLC 2 945 27,32 280 23,45
2025-08-28 NP RWR - SPDR(R) Dow Jones REIT 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 164 719 11,09 15 647 7,87
2025-08-14 13F Goldman Sachs Group Inc 635 333 3,72 60 350 0,71
2025-08-08 13F SG Americas Securities, LLC 15 583 43,54 1 0,00
2025-07-24 NP FXAIX - Fidelity 500 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 972 923 1,59 92 895 −7,99
2025-07-08 13F Parallel Advisors, LLC 1 136 416,36 108 409,52
2025-06-27 NP PREAX - PACE Global Real Estate Securities Investments Class A 13 126 1,24 1 234 −12,36
2025-08-14 13F Xponance, Inc. 14 632 111,05 1 390 104,87
2025-06-26 NP FLCPX - Fidelity SAI U.S. Large 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 23 115 1,41 2 173 −12,24
2025-07-21 13F Cromwell Holdings LLC 186 17,72 18 13,33
2025-08-12 13F Magnetar Financial LLC 10 680 10,97 1 014 7,76
2025-08-27 NP VANGUARD VARIABLE INSURANCE FUNDS - Real Estate Index 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 60 491 4,84 5 746 1,81
2025-08-27 NP SSPY - Stratified LargeCap Index ETF 812 23,40 77 20,31
2025-08-13 13F Lido Advisors, LLC 12 207 49,36 1 160 45,06
2025-06-25 NP USRT - iShares Core U.S. REIT 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 213 465 4,97 20 070 −9,15
2025-08-06 13F Atlantic Union Bankshares Corp 2 720 258
2025-08-22 NP Columbia Funds Variable Series Trust II - CTIVP - CenterSquare Real Estate Fund Class 1 18 140 1,57 1 723 −1,37
2025-08-20 NP QMFNX - AQR MS Fusion Fund Class N Short −103 −10
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 600 50,00 57 43,59
2025-08-22 NP CVMC - Calvert US Mid-Cap Core Responsible Index ETF 688 3,15 65 0,00
2025-05-22 NP ICRPX - VY(R) Clarion Real Estate Portfolio Class ADV 32 832 5,52 3 212 −7,81
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 75 675 6,81 7 188 3,72
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 3 052 0,99 290 −2,03
2025-06-25 NP KNG - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income 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 551 665 12,26 51 868 −2,84
2025-08-12 13F Pathstone Holdings, LLC 10 167 21,91 966 18,26
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 35 391 2,74 3 327 −11,09
2025-08-12 13F Ameritas Investment Partners, Inc. 9 163 15,75 870 12,40
2025-07-28 NP RWL - Invesco S&P 500 Revenue ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3 709 14,37 354 3,81
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 3 729 14,99 356 4,40
2025-07-25 13F JustInvest LLC 6 311 32,64 600 28,82
2025-08-28 NP MAIMX - Victory Integrity Mid-Cap Value Fund Class A 31 000 15,59 2 945 12,24
2025-08-14 13F Sunbelt Securities, Inc. 1 662 11 771,43 186 18 500,00
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 38 694 4,78 3 638 −9,30
2025-08-13 13F Capital Fund Management S.a. 17 325 1 646
2025-08-14 13F Treasurer of the State of North Carolina 39 731 2,85 4 0,00
2025-08-26 NP INGIX - Voya U.S. Stock Index Portfolio Class I 6 304 6,81 599 3,64
2025-07-16 13F Signaturefd, Llc 986 27,39 94 24,00
2025-07-15 13F Revisor Wealth Management LLC 5 575 36,04 534 33,25
2025-07-15 13F Bfsg, Llc 814 77
2025-08-14 13F/A Skopos Labs, Inc. 446 63,97 42 61,54
2025-08-18 NP PACIFIC SELECT FUND - Equity Index Portfolio Class I 8 476 21,54 805 18,04
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 13 640 2,06 1 296 −0,92
2025-08-07 13F Zions Bancorporation, National Association /ut/ 132 300,00 13 300,00
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 9 316 876
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 204 179 3,40 19 495 −6,35
2025-08-08 13F Atlantic Trust, LLC 7 1
2025-08-14 13F Lazard Asset Management Llc 9 625 0,93 1
2025-08-21 NP MXREX - Great-West Real Estate Index Fund Investor Class 76 937 12,92 7 308 9,65
2025-08-14 13F Alliancebernstein L.p. 120 206 10,75 11 418 7,54
2025-08-08 13F Tortoise Investment Management, LLC 1 0
2025-06-30 NP INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Real Assets ESG ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 959 152,47 278 118,90
2025-07-24 NP Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 4 0
2025-06-26 NP BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 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 2
2025-08-12 13F Swiss National Bank 155 600 5,06 14 780 2,02
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 58 349 15,10 5 486 −0,38
2025-08-14 13F Sophron Capital Management L.P. 124 605 3,73 11 836 0,73
2025-07-28 13F Td Asset Management Inc 14 008 3,55 1 331 0,53
2025-06-30 NP EGLE - Global X S&P 500 U.S. Revenue Leaders ETF 7 1
2025-08-04 13F Spire Wealth Management 335 365,28 32 342,86
2025-06-24 NP Neuberger Berman Real Estate Securities Income Fund Inc 18 923 1 779
2025-08-13 13F Northwestern Mutual Wealth Management Co 5 394 4,07 512 0,99
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 46 501 3,12 4 417 0,14
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 142 958 0,89 13 650 −8,63
2025-08-26 NP IYR - iShares U.S. Real Estate 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 230 837 10,10 21 927 6,92
2025-08-13 13F Walleye Trading LLC Call 10 000 2 400,00 950 2 333,33
2025-07-24 NP NEOS ETF Trust - NEOS Real Estate High Income ETF 2 850 214,22 272 186,32
2025-08-14 13F Two Sigma Securities, Llc 9 000 855
2025-07-28 13F RFG Advisory, LLC 3 906 7,31 371 4,21
2025-06-26 NP FESIX - Fidelity SAI Real Estate 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 9 082 60,52 854 38,93
2025-08-06 13F True Wealth Design, LLC 7 1
2025-08-14 13F Mercer Global Advisors Inc /adv 27 343 13,17 2 597 9,90
2025-08-05 13F American Capital Advisory, LLC 2 0
2025-08-14 13F Toroso Investments, LLC 4 232 47,20 398 42,81
2025-07-28 13F Twin Tree Management, LP Put 100 9
2025-07-28 13F Twin Tree Management, LP Call 3 800 361
2025-06-27 NP SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3 658 60,10 62 38,64
2025-08-14 13F Daiwa Securities Group Inc. 37 929 4,85 4 0,00
2025-08-08 13F Pnc Financial Services Group, Inc. 36 012 15,19 3 421 11,84
2025-07-25 13F Cwm, Llc 5 968 447,52 1
2025-08-14 13F Kinloch Capital, LLC 35 563 1,81 3 378 −1,11
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 4 459 426
2025-08-07 13F Campbell & CO Investment Adviser LLC 11 644 6,84 1 106 3,75
2025-08-14 13F Dark Forest Capital Management Lp 14 171 55,90 1 346 51,41
2025-08-11 13F Symphony Financial, Ltd. Co. 3 610 343
2025-07-28 NP NOBL - ProShares S&P 500 Dividend Aristocrats ETF 1 699 573 6,85 162 275 −3,22
2025-06-25 NP FREL - Fidelity MSCI Real Estate 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 56 073 6,98 5 272 −7,41
2025-08-11 13F Brown Brothers Harriman & Co 262 36,46 25 33,33
2025-07-30 NP REIT - ALPS Active REIT ETF 6 212 3,28 593 −6,47
2025-08-12 13F American Century Companies Inc 35 412 18,64 3 364 15,21
2025-08-13 13F Fairtree Asset Management (Pty) Ltd 6 708 637
2025-06-30 NP QDPL - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 1 218 18,83 115 2,70
2025-08-08 13F Vestcor Inc 5 854 1
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 293 303 10,15 27 576 −4,66
2025-07-24 NP HNDRX - Horizon Defined Risk Fund Investor Class 1 175 9,10 112 −0,88
2025-08-14 13F Citadel Advisors Llc 97 542 260,52 9 266 250,15
2025-08-14 13F Citadel Advisors Llc Call 32 700 115,13 3 106 109,02
2025-07-15 13F Fifth Third Bancorp 2 956 20,36 281 16,67
2025-08-14 13F Quantinno Capital Management LP 64 599 83,54 6 136 78,27
2025-03-21 NP PASIX - PACE Alternative Strategies Investments Class A Short −78 −8
2025-08-28 NP TOPC - iShares S&P 500 3% Capped ETF 14 1
2025-06-26 NP BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness 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 20 685 21,55 1 945 5,19
2025-04-29 NP JPRE - JPMorgan Realty Income ETF 134 265 32,51 14 154 19,76
2025-08-12 13F Dimensional Fund Advisors Lp 1 182 797 1,16 112 353 −1,76
2025-08-13 13F Groupe la Francaise 5 625 10,47 534 8,33
2025-08-14 13F Graham Capital Management, L.P. 20 250 729,92 1 924 707,98
2025-07-31 13F/A Avion Wealth 11 83,33 0
2025-06-26 NP FRIFX - Fidelity Real Estate Income 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 104 800 9 853
2025-08-25 NP GEFPX - Gotham Enhanced 500 Plus Fund Institutional Class 32 68,42 3 200,00
2025-07-21 13F Lecap Asset Management Ltd 9 095 864
2025-08-26 NP PRAFX - T. Rowe Price Real Assets 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 128 967 9,87 12 251 6,70
2025-08-12 13F Charles Schwab Investment Management Inc 1 337 106 2,63 127 012 −0,34
2025-08-11 13F Wealthspire Advisors, LLC 3 112 5,89 296 2,79
2025-08-27 NP RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 119 283,87 11 266,67
2025-07-29 NP Guggenheim Strategic Opportunities Fund 164 7,19 16 −6,25
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 370 6,32 35 −8,11
2025-08-05 13F Sigma Planning Corp 13 159 3,18 1 250 0,16
2025-08-25 NP MMRFX - MassMutual Select T. Rowe Price Real Assets Fund Class I 1 202 2,65 114 0,00
2025-07-22 NP GUSA - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2 547 0,16 243 −9,33
2025-07-11 13F Global X Japan Co., Ltd. 6 234 9,70 592 6,67
2025-08-29 NP DON - WisdomTree U.S. MidCap Dividend Fund N/A 138 415 0,07 13 148 −2,82
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 61 410 0,81 5 833 −2,10
2025-08-12 13F Rhumbline Advisers 177 155 3,79 16 828 0,78
2025-07-28 NP SPXT - S&P 500 ex-Technology ETF 465 5,20 44 −4,35
2025-08-25 NP KNGZ - US Equity Dividend 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 1 898 24,62 180 21,62
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Fidelity Institutional AMSM Real Estate Portfolio Class 1 50 600 12,69 4 757 −2,46
2025-08-13 13F Norges Bank 7 269 264 690 507
2025-08-11 13F GW&K Investment Management, LLC 117 32,95 0
2025-06-27 NP CVSIX - Calamos Market Neutral Income Fund Class A Short −28 300 −27,06 −2 661 −36,88
2025-08-13 13F Financial Freedom, LLC 66 1,54 6 0,00
2025-08-25 NP MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 39 094 1,20 3 714 −1,72
2025-06-25 NP DIVB - iShares U.S. Dividend and Buyback 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 1 282 20,60 121 4,35
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 4 975 1,10 468 −12,55
2025-07-30 13F DekaBank Deutsche Girozentrale 19 491 911,47 2
2025-08-22 NP CREAX - Columbia Real Estate Equity Fund Class A 32 553 61,53 3 092 56,87
2025-08-12 13F Entropy Technologies, LP 15 855 1 506
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 2 724 3,06 256 −10,80
2025-07-18 13F Dogwood Wealth Management LLC 75 7
2025-06-30 NP VRTPX - Vanguard Real Estate II Index Fund 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 493 748 1,73 46 422 −11,95
2025-08-13 13F EverSource Wealth Advisors, LLC 690 18,76 66 16,07
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 43 704 3,18 4 151 0,19
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 296 495 3,23 28 164 0,25
2025-05-22 NP ICRNX - VY(R) Clarion Global Real Estate Portfolio Class ADV 13 908 1,92 1 360 −10,94
2025-08-14 13F Peapack Gladstone Financial Corp 23 691 5,02 2 0,00
2025-07-29 NP SEIAX - SIIT Multi-Asset Real Return Fund - Class A 1 421 28,71 136 16,38
2025-06-25 NP WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 2 814 10,31 265 −4,69
2025-05-30 NP FLDZ - RiverNorth Patriot ETF 85 25,00 8 14,29
2025-08-26 NP EHLS - Even Herd Long Short ETF Short −1 734 −165
2025-08-14 13F Benjamin Edwards Inc 7 684 14,31 730 10,96
2025-07-24 NP NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 4 0
2025-08-29 NP STXM - Strive Mid-Cap ETF 410 6,22 39 2,70
2025-08-12 13F Centersquare Investment Management Llc 1 243 548 2,68 118 125 −0,29
2025-07-25 NP SFREX - Schwab Fundamental Global Real Estate 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 2 415 1,86 231 −7,63
2025-08-14 13F Bank Of America Corp /de/ 460 124 42,92 43 707 38,79
2025-07-24 13F Ronald Blue Trust, Inc. 59 78,79 6 66,67
2025-07-25 NP SCHH - Schwab U.S. REIT 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 471 920 7,60 45 059 −2,54
2025-08-26 NP GSPY - Gotham Enhanced 500 ETF 2 130 810,26 202 818,18
2025-08-28 NP SPYV - SPDR(R) Portfolio S&P 500 Value 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 83 598 2,67 7 941 −0,30
2025-08-14 13F Glenmede Investment Management, LP 4 474 425
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 19 481 12,79 1 850 9,53
2025-08-14 13F Gallagher Fiduciary Advisors, LLC 7 692 731
2025-08-22 NP XAOKX - Index 500 Portfolio Initial Class 25 108 1,05 2 385 −1,85
2025-06-26 NP FIOOX - Fidelity Series 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 28 658 2,58 2 694 −11,21
2025-08-06 13F Metis Global Partners, LLC 14 725 28,15 1 399 24,49
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 8 032 12,75 1
2025-08-04 13F Hantz Financial Services, Inc. 33 450,00 0
2025-07-18 13F Robeco Institutional Asset Management B.V. 52 000 4,00 4 939 0,98
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 623 9,68 59 7,27
2025-06-30 NP RSP - Invesco S&P 500 Equal Weight ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 449 286 7,71 136 262 −6,78
2025-07-28 13F New York State Teachers Retirement System 57 689 0,05 5 0,00
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 32 603 7,57 3 097 4,45
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 1 821 6,99 173 3,61
2025-08-14 13F FIL Ltd 28 550 4,00 2 712 0,97
2025-08-13 13F ExodusPoint Capital Management, LP 29 285 23,29 3 0,00
2025-08-07 13F Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 187 282 3,76 17 790 0,76
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 801 50,00 76 49,02
2025-07-29 13F Activest Wealth Management 17 2
2025-07-28 13F Harbour Investments, Inc. 270 1,12 26 −3,85
2025-06-23 NP PLFMX - LargeCap S&P 500 Index Fund R-3 13 585 2,86 1 277 −10,95
2025-07-16 13F/A CX Institutional 1 215 168,81 0
2025-08-08 13F Avantax Advisory Services, Inc. 27 139 21,04 2 578 17,51
2025-07-08 13F Nbc Securities, Inc. 810 13,92 0
2025-08-22 NP CVLC - Calvert US Large-Cap Core Responsible Index ETF 996 7,79 95 4,44
2025-07-25 NP SNPD - Xtrackers S&P ESG Dividend Aristocrats ETF 923 8,46 88 −1,12
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Real Estate Securities Portfolio Class A 6 280 597
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 2 290 3,34 218 0,46
2025-08-15 13F State of Tennessee, Treasury Department 119 514 6,50 11 353 3,42
2025-08-29 NP DHS - WisdomTree U.S. High Dividend Fund N/A 4 247 2,04 403 −0,98
2025-08-18 13F Onefund, Llc 194 0
2025-05-22 NP QMNIX - AQR Equity Market Neutral Fund Class I 3 140 0,03 307 −12,54
2025-07-09 13F Czech National Bank 18 976 7,14 1 803 4,04
2025-07-16 13F State of Alaska, Department of Revenue 50 365 0,18 5 0,00
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 61 742 0,65 5 865 −2,27
2025-07-24 13F IFP Advisors, Inc 768 73,36 73 67,44
2025-07-21 13F Pflug Koory, LLC 127 9,48 12 9,09
2025-06-24 NP SWPPX - Schwab S&P 500 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 173 095 3,38 16 274 −10,53
2025-08-14 13F Jane Street Group, Llc Call 126 100 150,70 11 978 143,46
2025-08-05 13F Kesler, Norman & Wride, LLC 12 809 0,60 1 217 −2,25
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 19 928 20,22 1 893 16,78
2025-08-15 13F Prevail Innovative Wealth Advisors, Llc 37 168 3 531
2025-07-11 13F Grove Bank & Trust 31 47,62 3 0,00
2025-07-24 13F Blair William & Co/il 3 733 355
2025-08-14 13F Nissay Asset Management Corp /japan/ /adv 11 557 4,67 1 098 1,57
2025-06-26 NP DFAR - Dimensional US Real Estate ETF 80 233 5,39 7 544 −8,79
2025-04-24 NP FAAAX - Franklin K2 Alternative Strategies Fund Class A 0 −100,00 0 −100,00
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 14 053 16,28 1 321 0,69
2025-08-14 13F Gotham Asset Management, LLC 38 205 971,07 3 629 942,82
2025-05-15 13F Glenmede Trust Co Na 4 380 14,06 428 −0,23
2025-06-30 NP ALTL - Pacer Lunt Large Cap Alternator ETF 11 220 1 055
2025-08-28 NP SPYX - SPDR S&P 500 Fossil Fuel Reserves Free 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 3 532 12,48 336 9,12
2025-08-13 13F Fisher Asset Management, LLC 55 743 0,22 5 295 −2,68
2025-07-08 13F Rise Advisors, LLC 10 100,00 1
2025-08-26 NP HLEIX - JPMorgan Equity Index Fund Class I 17 024 1,00 1 617 −1,88
2025-07-23 13F Abel Hall, LLC 4 126 392
2025-08-11 13F NewEdge Wealth, LLC 6 401 0,30 591 −5,29
2025-08-12 13F Inceptionr Llc 17 250 1 620
2025-06-30 NP PBP - Invesco S&P 500 BuyWrite 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 232 21,47 22 5,00
2025-07-11 13F Farther Finance Advisors, LLC 569 8,38 54 8,00
2025-08-04 13F Assetmark, Inc 77 2,67 7 0,00
2025-08-21 NP MXMVX - Great-West Mid Cap Value Fund Investor Class 51 422 4 885
2025-08-06 13F Prospera Financial Services Inc 7 797 31,97 740 28,25
2025-06-30 NP INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 4 697 19,94 442 3,76
2025-07-25 13F Yousif Capital Management, Llc 82 619 0,25 7 848 −2,65
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 15 1
2025-08-13 13F 1832 Asset Management L.P. 34 900 37,28 3 315 33,35
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 12 980 5,82 1 239 −4,18
2025-08-26 NP VVIPX - Voya VACS Index Series S Portfolio 5 921 0,97 562 −1,92
2025-08-26 13F/A Thrivent Financial For Lutherans 25 433 704,08 2
2025-07-31 13F State of New Jersey Common Pension Fund D 73 039 2,20 6 938 −0,76
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 3 844 13,56 361 −1,63
2025-08-14 13F Bridgefront Capital, LLC 11 407 360,70 1 084 347,52
2025-08-15 13F Morgan Stanley 992 130 7,21 94 243 4,11
2025-08-14 13F Summit Trail Advisors, Llc 2 922 278
2025-08-12 13F Northwestern Mutual Investment Management Company, Llc 2 477 0,98 235 −1,67
2025-08-14 13F Price T Rowe Associates Inc /md/ 501 618 8,34 48 4,44
2025-06-18 NP NWHDX - Nationwide Bailard Cognitive Value Fund Class A 7 200 50,00 677 54,69
2025-08-13 13F Jump Financial, LLC 6 051 575
2025-08-12 13F Legal & General Group Plc 760 119 3,19 72 204 0,20
2025-06-20 NP JRE - Janus Henderson U.S. Real Estate ETF 9 482 5,92 891 −8,33
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 23 109 3,06 2 173 −10,80
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 37 563 10,34 3 532 −4,49
2025-08-28 NP XLRE - The Real Estate Select Sector SPDR Fund 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 533 118 0,68 50 641 −2,23
2025-08-13 13F Arizona State Retirement System 23 782 8,43 2 259 5,31
2025-08-08 13F Hartland & Co., LLC 352 72,55 33 73,68
2025-08-12 13F Prudential Financial Inc 60 479 0,38 6 564 11,37
2025-03-27 NP GLOF - iShares Edge MSCI Multifactor Global 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 884 116,67 96 113,33
2025-08-26 NP IRMAX - Voya RussellTM Mid Cap Index Portfolio Class ADV 6 948 2,69 660 −0,30
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 5 770 103,03 553 98,56
2025-07-31 13F Buckingham Strategic Partners 2 173 206
2025-08-26 NP XVV - iShares ESG Screened S&P 500 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 25,23 64 23,08
2025-08-11 13F Independent Advisor Alliance 6 173 4,45 586 1,38
2025-08-12 13F GSI Capital Advisors LLC 26 783 0,28 2 544 −2,60
2025-05-15 13F Texas Permanent School Fund 8 469 796
2025-08-15 13F CI Private Wealth, LLC 6 169 12,84 586 9,55
2025-08-14 13F Glen Eagle Advisors, LLC 57 5
2025-06-26 NP IRET - iREIT(R) - MarketVector Quality REIT Index ETF 1 520 143
2025-06-24 NP MYSPX - MainStay MacKay S&P 500 Index Fund Investor Class 2 383 1,58 224 −11,81
2025-08-12 13F MAI Capital Management 1 403 2,18 133 −0,75
2025-07-30 13F LGT Financial Advisors LLC 1 0
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 585 6,95 56 3,77
2025-08-14 NP FLCGX - QUANTEX FUND Retail Class 110 175,00 10 233,33
2025-08-01 13F Teacher Retirement System Of Texas 12 335 7,74 1 172 4,65
2025-08-06 13F Rialto Wealth Management, LLC 6 20,00 1
2025-06-25 NP HUSV - First Trust Horizon Managed Volatility Domestic 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 8 566 805
2025-08-22 NP CAPE - DoubleLine Shiller CAPE U.S. Equities ETF 4 555 2,24 433 −0,69
2025-08-15 NP Guardian Variable Products Trust - Guardian All Cap Core VIP Fund 8 380 31,08 796 27,36
2025-07-25 NP SCHV - Schwab U.S. Large-Cap Value 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 39 075 2,38 3 731 −7,28
2025-06-25 NP RPGAX - T. Rowe Price Global Allocation 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 362 50,83 34 30,77
2025-06-26 NP FHEAX - Fidelity Advisor Real Estate Fund Class A This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 33 500 13,18 3 150 −2,05
2025-08-13 13F Beacon Pointe Advisors, LLC 2 150 204
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 5 792 2,77 553 −6,90
2025-07-16 13F Patton Fund Management, Inc. 2 333 222
2025-08-12 13F SRS Capital Advisors, Inc. 238 145,36 23 144,44
2025-08-20 NP QLFIX - AQR LSE Fusion Fund Class I Short −67 −6
2025-08-14 13F SWAN Capital LLC 42 4
2025-08-11 13F Nomura Asset Management Co Ltd 496 282 7,69 47 142 4,58
2025-06-26 NP FSMD - Fidelity Small-Mid Factor ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 32 000 115,62 3 009 86,60
2025-07-28 13F Frazier Financial Advisors, LLC 506 48
2025-07-18 13F PGGM Investments 1 245 342 23,71 118 20,41
2025-03-27 NP PTLC - Pacer Trendpilot US Large Cap ETF 5 260 13,31 571 10,23
2025-08-18 13F/A Kestra Investment Management, LLC 6 1
2025-07-29 13F Virginia Retirement Systems Et Al 31 900 10,00 3 030 6,84
2025-07-29 NP PTL - Inspire 500 ETF 1 982 16,59 189 5,59
2025-08-14 13F Mariner, LLC 4 489 42,06 426 37,86
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 11 768 9,19 1 106 −5,47
2025-06-30 NP XYLD - Global X S&P 500 Covered Call ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., 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 5 124 8,35 482 −6,24
2025-08-07 13F ProShare Advisors LLC 1 700 731 4,94 161 552 1,91
2025-08-14 13F SummitTX Capital, L.P. 10 500 997
2025-07-28 NP AVRE - Avantis Real Estate 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 27 716 3,11 2 646 −6,60
2025-05-30 NP NIXT - Research Affiliates Deletions ETF 2 530 12,85 247 −1,20
2025-07-24 13F Lokken Investment Group LLC 12 975 7,54 1 232 4,41
2025-08-06 13F Commonwealth Equity Services, Llc 7 761 15,53 1
2025-08-14 13F Atom Investors LP 10 823 1 028
2025-08-13 13F State Board Of Administration Of Florida Retirement System 71 799 0,80 6 820 −2,11
2025-08-14 13F Aster Capital Management (DIFC) Ltd 4 745 451
2025-06-24 NP SWTSX - Schwab Total Stock Market Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 36 667 2,27 3 447 −11,48
2025-08-04 13F Quaker Wealth Management, LLC 3 0
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 4 072 8,01 387 4,89
2025-08-14 13F Intact Investment Management Inc. 58 500 30,58 5 557 26,79
2025-07-16 13F ORG Partners LLC 1 0
2025-06-26 NP DFGR - Dimensional Global Real Estate ETF 101 431 6,39 9 537 −7,92
2025-08-05 13F Huntington National Bank 379 98,43 36 100,00
2025-07-25 NP SNPE - Xtrackers S&P 500 ESG ETF 4 112 13,59 393 2,89
2025-08-27 NP RYTTX - S&P 500 2x Strategy Fund A 251 2,03 24 −4,17
2025-08-14 13F Susquehanna Portfolio Strategies, LLC 120 385 11 435
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 1 899 1,28 179 −12,32
2025-08-13 13F Quadrant Capital Group Llc 2 877 5,35 273 2,25
2025-08-01 13F Envestnet Asset Management Inc 75 701 5,88 7 191 2,82
2025-07-24 13F JB Capital LLC 20 530 8,10 1 950 5,01
2025-07-24 NP LPRE - Long Pond Real Estate Select ETF 5 732 547
2025-07-25 NP CRAAX - Columbia Adaptive Risk Allocation Fund Class A 25 044 84,91 2 391 67,55
2025-08-04 13F Amalgamated Bank 15 375 0,60 1 0,00
2025-08-13 13F California Public Employees Retirement System 216 669 0,98 20 581 −1,94
2025-08-26 NP USAF - Atlas America Fund 239 23
2025-08-28 NP SSBIX - State Street Balanced Index Fund Class K 483 9,28 46 4,65
2025-08-14 13F Resolution Capital Ltd 3 264 653 11,79 310 109 8,55
2025-08-12 13F Clear Street Markets Llc 53 5
2025-08-14 13F State Street Corp 6 578 616 2,76 624 903 −0,21
2025-08-08 13F/A Sterling Capital Management LLC 5 729 22,05 544 18,52
2025-05-29 NP SHUS - Stratified LargeCap Hedged ETF 187 8,72 18 −5,26
2025-06-23 NP LVPIX - Large-cap Value Profund Investor Class 425 1 187,88 40 1 200,00
2025-07-23 13F Armstrong, Fleming & Moore, Inc 2 140 203
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 4 104 5,02 386 −9,20
2025-08-13 13F Invesco Ltd. 2 712 912 3,13 257 700 0,15
2025-08-14 13F Ieq Capital, Llc 15 641 577,10 1 486 560,00
2025-08-04 13F Retirement Systems of Alabama 60 849 0,45 5 780 −2,45
2025-08-14 13F Ameriprise Financial Inc 242 998 43,04 19 599 35,31
2025-07-30 NP Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 238 6,45 118 −3,28
2025-08-05 13F NewSquare Capital LLC 37 4
2025-07-21 13F Vanderbilt University 11 442 4,01 1 087 0,93
2025-08-14 13F Principia Wealth Advisory, LLC 8 100,00 1
2025-08-01 13F Mizuho Securities Usa Llc 5 361 509
2025-08-14 13F Peak6 Llc Call 2 100 199
2025-08-14 13F Peak6 Llc 1 512 144
2025-07-10 13F Sumitomo Mitsui DS Asset Management Company, Ltd 22 427 1,65 2 130 −1,30
2025-08-22 NP CDEI - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 110 10
2025-08-14 13F Peak6 Llc Put 10 900 1 035
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 2 027 7,70 191 −6,86
2025-08-14 13F Northwood Liquid Management Lp 1 605 736 13,27 152 529 9,99
2025-08-26 NP EQ ADVISORS TRUST - EQ/Invesco Global Real Estate Portfolio Class IB 43 042 30,65 4 089 26,88
Other Listings
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