GGG / Graco Inc. - Institutionellt ägande - Köpare

Graco Inc.
US ˙ NYSE ˙ US3841091040

Institutionellt ägande och fondägande - Köpare

Större innehavare som har öppnat nya positioner i Graco Inc. inkluderar COWG - Pacer US Large Cap Cash Cows Growth Leaders ETF, FTSFX - FullerThaler Behavioral Small-Mid Core Equity Fund R6 Shares, Regents Gate Capital LLP, UPGD - Invesco Raymond James SB-1 Equity ETF, Brevan Howard Capital Management LP, SLGAX - SIMT Large Cap Fund Class F, Empower Advisory Group, LLC, Redwood Investment Management, Llc, Heritage Wealth Architects, Inc., Symphony Financial, Ltd. Co., Glenmede Investment Management, LP, Pallas Capital Advisors LLC, Diversify Advisory Services, LLC, Jain Global LLC, Pensionmark Financial Group, Llc, Farringdon Capital, Ltd., New Age Alpha Funds Trust - NAA Opportunity Fund Class C, Meiji Yasuda Life Insurance Co, CAPROCK Group, Inc., och Syon Capital 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
(%)
2025-06-26 NP DFUV - Dimensional US Marketwide Value ETF 7 872 2,92 642 −0,16
2025-08-29 NP DON - WisdomTree U.S. MidCap Dividend Fund N/A 134 034 0,07 11 523 3,01
2025-06-25 NP DGRO - iShares Core Dividend 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 159 695 6,65 13 033 3,40
2025-07-22 NP GSLC - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 286 777 15,93 24 279 12,72
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 13 146 165,84 1 073 157,69
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 31 428 1,96 2 702 4,93
2025-08-14 13F Integrated Wealth Concepts LLC 9 397 94,96 808 100,75
2025-07-30 13F Forum Financial Management, LP 3 247 10,40 279 13,88
2025-08-11 13F Nomura Asset Management Co Ltd 85 005 0,03 7 308 2,97
2025-06-23 NP SIZE - iShares Edge MSCI USA Size Factor ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6 958 7,15 568 3,85
2025-08-12 13F Clear Street Markets Llc 1 453 125
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 34 195 0,57 2 940 3,52
2025-08-08 13F Creative Planning 93 946 0,45 8 076 3,41
2025-08-13 13F Quadrant Capital Group Llc 10 286 92,98 884 98,65
2025-08-26 NP MADE - iShares U.S. Manufacturing ETF 1 275 63,67 110 67,69
2025-08-22 NP CVLC - Calvert US Large-Cap Core Responsible Index ETF 2 189 6,37 188 9,94
2025-08-13 13F State Board Of Administration Of Florida Retirement System 173 363 0,84 14 904 3,81
2025-07-29 13F Private Trust Co Na 15 36,36 1
2025-08-13 13F First Trust Advisors Lp 1 443 723 0,83 124 117 3,80
2025-08-14 13F Voleon Capital Management Lp 3 445 36,87 296 40,95
2025-08-14 13F DRW Securities, LLC 3 286 282
2025-08-11 13F WPG Advisers, LLC 500 2,88 43 5,00
2025-08-12 13F XTX Topco Ltd 11 729 262,12 1 008 273,33
2025-08-14 13F Two Sigma Investments, Lp 446 074 18,57 38 349 22,06
2025-08-01 13F Bessemer Group Inc 5 910 18,39 1
2025-08-14 13F/A Barclays Plc 198 105 2,52 17 6,25
2025-08-08 13F CWS Financial Advisors, LLC 5 500 1,53 473 4,42
2025-08-14 13F Dark Forest Capital Management Lp 147 166 508,17 12 652 526,29
2025-08-28 NP Elevation Series Trust - TrueShares Active Yield ETF 2 841 244
2025-08-12 13F Elo Mutual Pension Insurance Co 20 242 50,79 1 740 55,22
2025-07-21 13F Stock Yards Bank & Trust Co 3 685 0,41 317 3,27
2025-07-01 13F Kera Capital Partners, Inc. 2 529 217
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 1 592 54,71 130 50,00
2025-06-26 NP FZROX - Fidelity ZERO Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 77 161 1,18 6 297 −1,89
2025-08-05 13F Fullcircle Wealth Llc 2 944 9,20 245 11,42
2025-08-14 13F DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 6 689 222,83 575 232,37
2025-05-29 NP GRZZX - Leuthold Grizzly Short Fund Short −5 160 −431
2025-08-14 13F Jain Global LLC 5 996 515
2025-07-22 13F Old National Bancorp /in/ 8 890 764
2025-08-14 13F Mercer Global Advisors Inc /adv 17 518 20,86 1 506 24,46
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 26 543 40,30 2 282 44,46
2025-06-18 NP RSEAX - U.S. Strategic Equity Fund Class A 42 636 43,33 3 480 38,99
2025-08-12 13F Tokio Marine Asset Management Co Ltd 5 562 3,44 478 6,46
2025-08-14 13F Jane Street Group, Llc 249 703 3 165,37 21 467 3 264,58
2025-07-14 13F Matrix Trust Co 357 32,71 0
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 1 332 26,26 115 29,55
2025-06-27 NP OSCV - Opus Small Cap Value ETF 83 671 12,84 6 828 9,41
2025-08-06 13F Valtinson Bruner Financial Planning LLC 11 318 0,07 973 3,07
2025-06-26 NP ACWI - iShares MSCI ACWI 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 45 173 8,38 3 687 5,07
2025-06-25 NP SDVD - FT Vest SMID Rising Dividend Achievers Target Income ETF 42 438 10,02 3 463 6,69
2025-08-22 NP CVMC - Calvert US Mid-Cap Core Responsible Index ETF 1 332 1,91 115 4,59
2025-08-25 NP GENIX - Gotham Enhanced Return Fund Institutional Class 1 045 116,80 90 97,78
2025-07-24 NP PABU - iShares Paris-Aligned Climate MSCI USA 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 58 880 10,65 4 985 7,58
2025-08-12 13F Trexquant Investment LP 96 296 103,48 8 279 109,46
2025-07-29 13F Hoese & Co LLP 2 700 232
2025-08-14 13F Erste Asset Management GmbH 10 800 930
2025-05-15 13F CAPROCK Group, Inc. 4 213 352
2025-06-30 NP NSFMX - Natixis Sustainable Future 2060 Fund Class N 297 16,47 24 14,29
2025-08-11 13F Private Advisor Group, LLC 14 706 1,90 1 264 4,90
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 11 392 0,41 1
2025-07-25 NP FNDX - Schwab Fundamental U.S. Large Company 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 48 809 8,02 4 132 5,03
2025-08-14 13F Susquehanna International Group, Llp Call 30 400 679,49 2 613 704,00
2025-07-25 13F CBOE Vest Financial, LLC 49 303 28,14 4 239 31,90
2025-08-26 NP Profunds - Profund Vp Mid-cap Value 610 10,51 52 13,04
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 5 359 2,35 437 −0,68
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 74 081 9,83 6 046 6,48
2025-06-23 NP QUAL - iShares Edge MSCI USA Quality Factor 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 544 248 2,05 44 416 −1,05
2025-07-25 13F Gw Henssler & Associates Ltd 117 436 1,68 10 096 4,68
2025-06-26 NP BlackRock ETF Trust - BlackRock U.S. Industry Rotation 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 75 17,19 6 20,00
2025-08-06 13F First Horizon Advisors, Inc. 822 3,66 71 6,06
2025-08-12 13F TCTC Holdings, LLC 2 777 0,36 239 3,03
2025-07-28 13F Harbour Investments, Inc. 137 389,29 12 450,00
2025-08-14 13F Millennium Management Llc 603 756 37,95 51 905 42,01
2025-08-14 13F Rafferty Asset Management, LLC 2 918 0,83 251 3,73
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 22 898 8,27 1 869 4,94
2025-07-24 13F Us Bancorp \de\ 312 160 6,46 26 836 9,60
2025-08-26 NP AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 374 0,27 32 3,23
2025-08-12 13F MAI Capital Management 434 23,30 37 27,59
2025-08-14 13F Price T Rowe Associates Inc /md/ 124 567 2,56 11 0,00
2025-07-18 13F First Pacific Financial 81 88,37 7 100,00
2025-08-08 13F/A Sterling Capital Management LLC 11 051 18,84 950 22,42
2025-03-27 NP PTMC - Pacer Trendpilot US Mid Cap ETF 24 968 0,07 2 102 −0,99
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 53 113 1 757,75 4 566 1 818,49
2025-08-14 13F Holocene Advisors, LP 109 512 20,52 9 415 24,06
2025-08-19 13F State of Wyoming 9 060 60,78 779 65,53
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 89 970 9,00 7 617 5,97
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 5 364 936 0,56 461 224 3,52
2025-08-28 NP MMTM - SPDR S&P 1500 Momentum Tilt ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 286 50,53 25 60,00
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 170 585 4,08 14 442 1,19
2025-08-14 13F Bragg Financial Advisors, Inc 90 759 0,17 7 803 3,12
2025-08-13 13F Cresset Asset Management, LLC 13 977 1 202
2025-08-07 13F Aviva Plc 124 185 5,59 10 676 8,71
2025-08-29 NP FTSFX - FullerThaler Behavioral Small-Mid Core Equity Fund R6 Shares 58 360 5 017
2025-08-14 13F Group One Trading, L.p. Call 700 16,67 60 20,00
2025-08-07 13F Fidelis Capital Partners, LLC 2 573 215
2025-08-20 NP QMNIX - AQR Equity Market Neutral Fund Class I Short −26 124 −0,01 −2 246 2,93
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 28 916 3,11 2 360 −0,04
2025-05-02 13F Capital A Wealth Management, LLC 25 257,14 2
2025-06-30 NP COWG - Pacer US Large Cap Cash Cows Growth Leaders ETF 128 391 10 478
2025-08-29 NP STXG - Strive 1000 Growth ETF 580 4,69 50 6,52
2025-07-22 NP GSEW - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 28 794 0,46 2 438 −2,32
2025-08-06 13F Wedbush Securities Inc 13 352 10,78 1 0,00
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 7 325 13,21 620 10,12
2025-07-14 13F Proathlete Wealth Management Llc 10 1
2025-05-15 13F Rakuten Investment Management, Inc. 4 659 50,58 389 43,17
2025-08-14 13F BI Asset Management Fondsmaeglerselskab A/S 6 933 43,30 1
2025-08-13 13F Mackenzie Financial Corp 25 831 1,40 2 221 4,37
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 2 310 8,20 196 5,41
2025-06-26 NP FEQHX - Fidelity Hedged Equity Fund 2 497 54,80 204 50,37
2025-07-29 13F Private Wealth Management Group, LLC 81 8 000,00 7
2025-08-14 13F Engineers Gate Manager LP 58 218 176,35 5 005 184,54
2025-08-28 NP SEIQ - SEI Enhanced U.S. Large Cap Quality Factor ETF 51 637 35,01 4 439 38,98
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 3 117 10,65 264 7,35
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 1 188 102
2025-07-31 13F Whipplewood Advisors, LLC 468 0,65 40 −4,76
2025-08-13 13F Russell Investments Group, Ltd. 1 139 748 9,02 98 010 12,27
2025-07-17 13F Raleigh Capital Management Inc. 44 10,00 4 0,00
2025-08-08 13F Crossmark Global Holdings, Inc. 12 071 1,46 1 038 4,43
2025-08-26 NP JMEE - JPMorgan Market Expansion Enhanced Equity ETF 112 607 3,43 9 681 6,47
2025-08-07 13F Illinois Municipal Retirement Fund 16 324 36,64 1 403 40,72
2025-08-01 13F Fjarde Ap-fonden /fourth Swedish National Pension Fund 92 731 19,76 8 16,67
2025-07-29 NP EBI - Longview Advantage ETF 903 144,05 76 137,50
2025-08-13 13F Maren Capital LLC 714 685 4,33 61 441 7,40
2025-08-29 NP MFUS - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 778 8,81 67 11,86
2025-08-13 13F Federated Hermes, Inc. 21 289 4,17 1 830 7,27
2025-07-30 NP FCTDX - Strategic Advisers Fidelity U.S. Total Stock Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 441 522 5,03 37 379 2,13
2025-06-23 NP MGPIX - Mid-cap Growth Profund Investor Class 293 47,24 24 43,75
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 447 441 2,64 37 880 −0,20
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 56 697 108,09 4 627 101,79
2025-08-14 13F Colony Group, LLC 50 651 11,59 4 354 14,88
2025-08-14 13F Oxford Asset Management Llp 4 739 407
2025-08-11 13F Principal Securities, Inc. 1 286 27,71 111 30,95
2025-08-13 13F FORA Capital, LLC 11 836 219,98 1 018 230,19
2025-08-14 13F T. Rowe Price Investment Management, Inc. 1 128 225 107,09 97 113,33
2025-06-26 NP IMCB - iShares Morningstar 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 15 744 1,45 1 285 −1,68
2025-05-29 NP GLBIX - Leuthold Global Fund Institutional Class Short −134 −11
2025-07-31 13F Resonant Capital Advisors, LLC 4 078 6,12 351 9,38
2025-07-25 13F LRI Investments, LLC 72 6
2025-08-14 13F Two Sigma Advisers, Lp 407 500 16,90 35 033 20,34
2025-07-24 NP EUSA - iShares MSCI USA Equal Weighted 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 29 695 22,09 2 514 18,71
2025-08-14 13F Raymond James Financial Inc 410 645 2,13 35 303 5,14
2025-07-29 NP NELAX - Nuveen Equity Long/Short 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 Short −5 300 −3,64 −449 −6,28
2025-08-11 13F Rothschild Investment Llc 8 1
2025-08-13 13F Cerity Partners LLC 35 745 29,92 3 073 33,78
2025-07-07 13F Versant Capital Management, Inc 482 131,73 41 141,18
2025-08-14 13F Freestone Grove Partners LP 10 484 901
2025-08-14 13F Tudor Investment Corp Et Al 5 305 456
2025-08-14 13F Farringdon Capital, Ltd. 4 997 430
2025-07-10 13F Atticus Wealth Management, Llc 77 7
2025-08-13 13F Summit Financial, LLC 2 834 9,89 244 13,02
2025-08-07 13F Montag A & Associates Inc 23 165 16,91 1 992 20,37
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 3 519 1,79 298 −1,33
2025-07-28 NP AVLC - Avantis U.S. Large Cap Equity ETF 3 540 19,72 300 16,34
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 422 336 6,81 35 755 3,85
2025-07-29 13F TrueMark Investments, LLC 2 841 244
2025-08-29 NP STXM - Strive Mid-Cap ETF 814 6,41 70 9,52
2025-07-28 13F Mutual Advisors, LLC 4 713 2,32 399 6,42
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 14 566 9,55 1 189 6,17
2025-07-10 13F NorthCrest Asset Manangement, LLC 2 434 216
2025-08-27 NP HWAY - Themes US Infrastructure ETF 140 2,94 12 9,09
2025-07-08 13F Rise Advisors, LLC 264 0,38 23 4,76
2025-08-26 NP EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 15 123 1,14 1 300 4,17
2025-08-28 NP SPMD - SPDR(R) Portfolio Mid Cap ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 755 984 1,17 64 992 4,15
2025-08-12 13F Hillsdale Investment Management Inc. 200 17
2025-08-20 NP QNZNX - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N Short −430 −0,92 −37 0,00
2025-07-24 NP USCL - iShares Climate Conscious & Transition MSCI USA ETF 11 554 6,65 978 3,71
2025-07-14 13F Farmers & Merchants Investments Inc 142 13,60 12 20,00
2025-06-24 NP FCGPX - MainStay PineStone Global Equity Fund Class P 10 732 90,55 876 84,60
2025-08-01 13F Ashton Thomas Private Wealth, LLC 3 006 258
2025-07-30 13F Whittier Trust Co Of Nevada Inc 93 712 3,30 8 056 6,35
2025-07-25 13F Stephens Consulting, LLC 6 1
2025-08-22 NP MIMPX - Global Strategist Portfolio Class I 88 1,15 8 0,00
2025-07-23 13F Klp Kapitalforvaltning As 59 000 1,90 5 072 4,90
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 216 821 3,02 17 695 −0,12
2025-08-06 13F AE Wealth Management LLC 255 777 7,67 21 989 10,84
2025-08-08 13F Empower Advisory Group, LLC 18 996 1 633
2025-08-14 13F Mariner, LLC 70 034 3,17 6 021 6,21
2025-07-28 NP REGL - ProShares S&P MidCap 400 Dividend Aristocrats ETF 407 111 16,22 34 466 13,01
2025-07-11 13F/A Umb Bank N A/mo 1 920 4,07 165 7,14
2025-07-09 13F Aaron Wealth Advisors LLC 2 567 221
2025-09-04 13F/A Advisor Group Holdings, Inc. 35 770 0,75 3 075 3,71
2025-07-29 13F Curbstone Financial Management Corp 4 700 404
2025-08-13 13F Natixis Advisors, L.p. 274 237 15,17 24 21,05
2025-08-15 13F Captrust Financial Advisors 22 949 20,18 1 973 23,71
2025-08-08 13F Canada Post Corp Registered Pension Plan 18 344 1 577
2025-07-31 13F Guardian Wealth Advisors, LLC 7 571 0,64 651 3,50
2025-08-14 13F Caisse De Depot Et Placement Du Quebec 380 379 1 173,24 32 701 1 211,19
2025-08-11 13F United Capital Financial Advisers, Llc 2 669 2,69 229 5,53
2025-08-08 13F KBC Group NV 42 161 19,33 4 50,00
2025-08-14 13F Federation des caisses Desjardins du Quebec 7 941 4,67 683 7,90
2025-08-18 13F/A National Bank Of Canada /fi/ 74 712 3,03 6 422 6,06
2025-08-07 13F Hennion & Walsh Asset Management, Inc. 17 577 8,24 1 511 11,43
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 836 39,10 72 42,00
2025-07-15 13F Garrett Investment Advisors LLC 10 053 0,05 864 2,98
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 571 906 1,14 49 167 4,12
2025-07-25 13F Sequoia Financial Advisors, LLC 34 636 23,85 2 978 27,49
2025-08-13 13F Westerkirk Capital Inc. 2 700 232
2025-08-14 13F Financial Engines Advisors L.L.C. 8 348 0,40 718 3,31
2025-07-29 13F Regions Financial Corp 74 545 0,57 6 409 3,52
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 68 841 0,87 5 918 3,84
2025-08-27 NP CCAFX - Calvert Mid-Cap Fund Class A 47 124 4,24 4 051 7,31
2025-07-23 13F Harvey Investment Co Llc 37 720 0,37 3 0,00
2025-08-05 13F Simplex Trading, Llc Call 1 100 22,22 0
2025-07-28 NP VCGAX - Growth & Income Fund 5 150 95,59 436 89,96
2025-08-14 13F Horizon Investments, LLC 45 421 267 082,35 3 893 389 100,00
2025-08-13 13F Arrowstreet Capital, Limited Partnership 160 354 134,92 13 786 141,84
2025-07-29 13F Chicago Partners Investment Group LLC 3 126 273
2025-07-29 NP SEHAX - SIIT U.S. Equity Factor Allocation Fund Class A 75 477 707,33 6 390 707,71
2025-06-25 NP HSMV - First Trust Horizon Managed Volatility Small/Mid 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 3 288 24,92 268 21,27
2025-08-14 13F Hrt Financial Lp 78 265 726,10 7
2025-08-12 13F O'shaughnessy Asset Management, Llc 25 058 37,83 2 154 41,90
2025-08-06 13F SNS Financial Group, LLC 3 526 0,11 303 3,06
2025-08-12 13F Pacer Advisors, Inc. 183 994 59,55 15 818 64,25
2025-08-08 13F Tobam 149 831,25 0
2025-07-21 13F Ameritas Advisory Services, LLC 12 1
2025-08-07 13F Kestra Private Wealth Services, Llc 6 717 5,83 577 8,87
2025-08-14 13F Meiji Yasuda Life Insurance Co 4 424 380
2025-08-13 13F GeoWealth Management, LLC 840 72
2025-07-09 13F GEM Asset Management, LLC 3 986 0,15 349 4,18
2025-08-14 13F Schonfeld Strategic Advisors LLC 5 146 442
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 25 595 5,91 2 167 2,95
2025-08-13 13F EverSource Wealth Advisors, LLC 1 765 97,21 152 104,05
2025-08-11 13F Aptus Capital Advisors, LLC 90 421 9,65 7 773 12,88
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 51 4
2025-07-21 13F Qrg Capital Management, Inc. 24 260 17,63 2 086 21,08
2025-08-15 13F Stonebridge Capital Advisors LLC 41 431 0,29 3 562 3,25
2025-08-12 13F BlueStem Wealth Partners, LLC 3 109 0,16 267 3,09
2025-06-26 NP FITLX - Fidelity U.S. Sustainability 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 32 595 15,28 2 660 11,81
2025-07-30 NP OUSA - ALPS | O'Shares U.S. Quality Dividend ETF Shares 14 482 0,37 1 226 −2,39
2025-07-24 13F Standard Life Aberdeen plc 8 433 41,97 725 45,97
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 13 1
2025-07-24 13F Capital Advisors, Ltd. LLC 221 169,51 0
2025-07-25 NP QARP - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 509 6,26 43 4,88
2025-08-26 NP FSCS - Mid Cap US Equity Select ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4 801 50,45 413 54,89
2025-08-14 13F Fuller & Thaler Asset Management, Inc. 83 788 47,18 7 203 51,51
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 46 864 14,01 4 022 17,03
2025-08-14 13F GWM Advisors LLC 3 823 2,33 329 5,47
2025-08-13 13F Parkworth Wealth Management, Inc. 7 75,00 1
2025-08-12 13F SRS Capital Advisors, Inc. 642 214,71 55 223,53
2025-08-15 13F Tower Research Capital LLC (TRC) 9 365 94,29 805 100,25
2025-07-23 13F Sachetta, LLC 56 194,74 5 300,00
2025-07-17 13F V-Square Quantitative Management LLC 2 623 1,71 225 4,65
2025-08-14 13F Brevan Howard Capital Management LP 23 258 1 999
2025-08-13 13F Marshall Wace, Llp 108 100 559,47 9 293 579,31
2025-08-12 13F BlackRock, Inc. 18 594 632 2,81 1 598 581 5,84
2025-07-21 13F Cromwell Holdings LLC 24 100,00 2 100,00
2025-06-27 NP DUBS - Aptus Large Cap Enhanced Yield ETF 437 3,07 36 0,00
2025-07-28 13F Bayforest Capital Ltd 7 731 13,89 665 17,31
2025-07-16 13F StonePine Asset Management Inc. 3 911 372 9,12 336 261 12,33
2025-08-28 NP SSBIX - State Street Balanced Index Fund Class K 976 0,72 84 3,75
2025-07-28 13F Bridges Investment Management Inc 139 235 0,30 11 970 3,25
2025-08-08 13F Tortoise Investment Management, LLC 14 27,27 1
2025-06-23 NP PPSFX - LargeCap Value Fund III R-3 4 126 11,85 337 8,39
2025-08-26 NP OTCFX - T. Rowe Price Small-Cap Stock 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 506 189 111,15 43 517 117,38
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 116 406 8,90 9 500 5,58
2025-08-05 13F NewSquare Capital LLC 345 320,73 30 383,33
2025-08-06 13F Eukles Asset Management 19 523 1,17 1 678 4,16
2025-04-25 NP USCA - Xtrackers MSCI USA Climate Action Equity ETF 13 936 4,88 1 213 0,25
2025-07-09 13F Heritage Wealth Architects, Inc. 13 905 1 195
2025-07-25 13F Cwm, Llc 16 548 469,05 1
2025-07-29 13F Chevy Chase Trust Holdings, Inc. 51 812 1,46 4 454 4,46
2025-04-18 NP LVOL - American Century Low Volatility 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 131 18,02 11 10,00
2025-08-14 13F Worldquant Millennium Advisors Llc 266 643 373,17 22 923 387,21
2025-07-29 NP BLES - Inspire Global Hope ETF 3 617 0,03 306 −2,55
2025-08-07 13F Allworth Financial LP 4 357 836,99 375 910,81
2025-08-14 13F Toronto Dominion Bank 37 358 34,30 3 212 38,23
2025-08-14 13F Evergreen Capital Management Llc 6 644 31,23 571 35,31
2025-08-12 13F J.w. Cole Advisors, Inc. 10 084 163,91 867 171,47
2025-08-14 13F Mairs & Power Inc 3 976 890 1,34 341 893 4,33
2025-07-28 13F Allianz Asset Management GmbH 693 111 55,74 59 587 60,31
2025-08-29 NP MMSCX - Praxis Small Cap Index Fund Class A 5 320 48,19 457 52,84
2025-08-27 NP CGJAX - Calvert US Large-Cap Growth Responsible Index Fund Class A 5 229 0,79 450 3,70
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 3 748 4,52 322 7,69
2025-06-18 NP NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6 38 690 99,33 3 157 93,33
2025-06-30 NP NSFGX - Natixis Sustainable Future 2035 Fund Class N 231 6,94 19 0,00
2025-08-25 NP GONIX - Gotham Neutral Fund Institutional Class 1 652 634,22 142 735,29
2025-08-26 NP SPFFX - Sphere 500 Climate Fund 137 19,13 12 22,22
2025-08-28 NP SDY - SPDR(R) S&P(R) 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 1 316 696 6,56 113 196 9,70
2025-08-12 13F Prudential Plc 116 981 115,13 10 057 121,45
2025-06-26 NP PQCCX - PGIM QMA Mid-Cap Core Equity Fund Class R6 755 11,85 62 8,93
2025-07-21 13F J. Safra Sarasin Holding AG 21 675 90,58 1 863 96,31
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 732 9,91 60 5,36
2025-08-14 13F Bank Of America Corp /de/ 578 059 14,18 49 696 17,54
2025-08-07 13F Parkside Financial Bank & Trust 2 243 1 056,19 193 1 100,00
2025-08-08 13F Intech Investment Management Llc 40 228 1,16 3 458 4,16
2025-08-12 13F Magnetar Financial LLC 101 825 126,73 8 754 133,41
2025-05-29 NP FTSAX - Fuller & Thaler Behavioral Small-Mid Core Equity Fund A Shares 46 040 67,72 3 845 66,19
2025-06-30 NP NSFHX - Natixis Sustainable Future 2040 Fund Class N 366 5,17 30 0,00
2025-06-30 NP NSFJX - Natixis Sustainable Future 2045 Fund Class N 395 17,21 32 14,29
2025-06-30 NP NSFKX - Natixis Sustainable Future 2050 Fund Class N 421 10,21 34 6,25
2025-08-14 13F Bnp Paribas Arbitrage, Sa 119 741 82,26 10 294 87,64
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y 76 139 105,04 6 546 111,13
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 8 896 7,08 765 10,25
2025-07-17 13F SWS Partners 25 428 2 186
2025-08-14 13F UBS Group AG 772 755 8,11 66 434 11,29
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 7 357 9,33 600 6,01
2025-08-13 13F PineBridge Investments, L.P. 23 631 48,65 2 032 53,05
2025-08-28 NP ITOT - iShares Core S&P Total U.S. Stock Market ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 195 901 2,55 16 842 5,57
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 28 479 6,15 2 324 2,92
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 3 543 0,20 305 3,40
2025-08-13 13F Skandinaviska Enskilda Banken AB (publ) 290 745 52,35 24 995 56,84
2025-08-08 13F National Pension Service 3 078 340,34 265 355,17
2025-07-17 13F HB Wealth Management, LLC 17 508 1,38 1 505 4,37
2025-08-08 13F Atlantic Trust, LLC 28 2
2025-07-09 13F Pallas Capital Advisors LLC 6 505 559
2025-08-06 13F Resona Asset Management Co.,Ltd. 61 267 2,40 5 269 5,47
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 27 405 10,04 2 320 7,01
2025-06-27 NP UPGD - Invesco Raymond James SB-1 Equity 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 25 258 2 061
2025-07-22 13F HFM Investment Advisors, LLC 9 125,00 1
2025-08-12 13F Inscription Capital, LLC 4 040 347
2025-07-08 13F Webster Bank, N. A. 29 2
2025-08-14 13F Aqr Capital Management Llc 735 146 116,84 63 201 126,08
2025-07-29 13F Empirical Asset Management, LLC 7 518 25,36 646 29,20
2025-08-14 13F State Of Wisconsin Investment Board 114 443 18,66 9 839 22,15
2025-06-26 NP DFLV - Dimensional US Large Cap Value ETF 16 867 594,97 1 377 574,51
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 42 942 6,39 3 692 9,53
2025-08-26 NP SHRT - Gotham Short Strategies ETF 148 13
2025-08-13 13F Natixis 25 776 1 817,86 2 216 1 895,50
2025-07-22 13F Bay Harbor Wealth Management, LLC 7 75,00 1
2025-08-13 13F Renaissance Technologies Llc 309 600 76,81 26 616 82,03
2025-08-11 NP CMEUX - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 15 633 2,04 1 344 5,00
2025-08-14 13F Sei Investments Co 508 176 65,91 43 688 70,80
2025-07-25 NP URTH - iShares MSCI World 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 10 680 6,21 904 3,31
2025-08-12 13F LPL Financial LLC 78 011 4,67 6 707 7,76
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 242 906 8,68 20 564 5,67
2025-08-20 NP QMFNX - AQR MS Fusion Fund Class N Short −114 −10
2025-07-25 13F NorthRock Partners, LLC 8 507 731
2025-08-13 13F PharVision Advisers, LLC 2 538 218
2025-08-04 13F Atria Investments Llc 21 223 13,21 1 825 16,55
2025-06-27 NP RUNN - RUNNING OAK EFFICIENT GROWTH ETF 73 724 16,06 6 241 12,84
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 50 226 1,74 4 099 −1,37
2025-08-28 NP LGLV - SPDR SSGA US Large 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 68 189 6,26 5 862 9,41
2025-07-25 13F JustInvest LLC 22 942 5,44 1 973 8,65
2025-08-20 NP QLEIX - AQR Long-Short Equity Fund Class I Short −50 746 −10,01 −4 363 −7,35
2025-06-30 NP NSFFX - Natixis Sustainable Future 2030 Fund Class N 187 14,72 15 15,38
2025-07-28 13F Generali Asset Management SPA SGR 44 271 3 806
2025-08-26 NP TRSSX - T. Rowe Price Institutional Small-Cap Stock 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 253 067 97,45 21 756 103,27
2025-07-25 13F Hemington Wealth Management 275 7,42 0
2025-08-22 NP MBAAX - Global Strategist Portfolio Class A Shares 603 2,20 52 4,08
2025-08-04 13F Simon Quick Advisors, Llc 4 375 15 525,00 376 37 500,00
2025-08-13 13F Ossiam 4 218 271,63 363 285,11
2025-07-09 13F Taylor Hoffman Capital Management LLC 45 952 3,36 3 950 5,31
2025-06-30 NP NSFOX - Natixis Sustainable Future 2065 Fund Class N 73 8,96 6 0,00
2025-03-28 NP JCTR - JPMorgan Carbon Transition U.S. Equity ETF 49 32,43 4 33,33
2025-07-24 13F Stiles Financial Services Inc 18 823 0,08 1 618 3,06
2025-07-24 13F Trust Co Of Toledo Na /oh/ 597 51
2025-07-22 13F Running Oak Capital LLC 185 206 5,16 15 922 8,26
2025-07-31 13F/A Avion Wealth 27 80,00 0
2025-07-23 NP CFSLX - Column Small Cap Fund 2 415 6,76 204 4,08
2025-08-04 13F Strs Ohio 24 341 2 093
2025-08-29 NP EPS - WisdomTree U.S. LargeCap Fund N/A 2 364 1,50 203 4,64
2025-07-29 NP JSTC - Adasina Social Justice All Cap Global ETF 25 849 17,02 2 188 13,78
2025-08-06 13F Savant Capital, LLC 12 528 416,19 1 077 433,17
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 562 221 6,57 45 883 3,32
2025-08-14 13F Lazard Asset Management Llc 1 720 7,30 0
2025-08-28 NP SLGAX - SIMT Large Cap Fund Class F 21 995 1 891
2025-08-07 13F Campbell & CO Investment Adviser LLC 19 041 1 637
2025-08-13 13F Amundi 2 023 761 12,59 179 083 24,20
2025-07-10 13F Marshall Financial Group LLC 13 787 3,92 1 208 9,03
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 29 291 10,10 2 390 6,74
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 105 483 0,06 9 068 3,00
2025-08-14 13F Fmr Llc 52 578 24,27 4 520 27,94
2025-08-07 13F Meeder Advisory Services, Inc. 6 614 26,10 569 29,68
2025-08-20 NP AQMIX - AQR Managed Futures Strategy Fund Class I Short −9 596 27,78 −825 31,42
2025-07-09 13F Sarasin & Partners LLP 307 638 0,72 26 448 3,69
2025-08-14 13F Treasurer of the State of North Carolina 182 933 139,01 16 150,00
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 4 580 28,91 394 32,77
2025-08-14 13F Two Sigma Securities, Llc 8 810 757
2025-08-14 13F Siemens Fonds Invest GmbH 2 331 20,15 200 23,46
2025-07-29 NP IVOO - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 251 142 5,91 21 262 2,97
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 7 153 1,88 584 −1,19
2025-08-07 13F BHK Investment Advisors, LLC 6 619 1,53 569 4,60
2025-08-11 13F Symphony Financial, Ltd. Co. 13 325 1 146
2025-07-28 NP AVMC - Avantis U.S. Mid Cap Equity ETF 5 615 14,76 475 11,50
2025-08-14 13F Alliancebernstein L.p. 226 284 0,96 19 454 3,93
2025-07-29 13F Stanley-Laman Group, Ltd. 2 506 215
2025-08-14 13F EP Wealth Advisors, Inc. 6 727 35,46 578 39,61
2025-08-27 13F/A Brinker Capital Investments, LLC 5 356 16,82 460 20,42
2025-08-08 13F Geode Capital Management, Llc 4 043 179 0,20 346 793 3,09
2025-08-28 NP TPLC - Timothy Plan US Large Cap Core ETF 17 684 18,84 1 520 22,38
2025-08-25 NP GARIX - Gotham Absolute Return Fund Institutional Class 4 309 258,19 370 230,36
2025-08-12 13F Global Retirement Partners, LLC 658 152,11 57 154,55
2025-06-25 NP FIDU - Fidelity MSCI Industrials 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 40 462 2,18 3 302 −0,90
2025-08-26 NP QAAGRX - T. Rowe Price Moderate Allocation Portfolio This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 608 104,03 52 116,67
2025-08-14 13F Ubs Asset Management Americas Inc 1 504 708 12,51 129 360 15,82
2025-06-30 NP SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF 1 643 134
2025-08-26 NP CCMAX - Conestoga Mid Cap Fund Institutional Class 1 145 4,09 98 7,69
2025-08-27 NP JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A) 10 543 2,20 906 5,23
2025-07-31 13F Nisa Investment Advisors, Llc 68 627 0,88 5 900 3,84
2025-07-24 NP HSMNX - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 43 758 216,51 3 705 207,90
2025-08-19 NP RIFAX - U.S. Strategic Equity Fund 8 968 9,59 771 12,74
2025-08-14 13F Nissay Asset Management Corp /japan/ /adv 21 313 1,86 1 832 4,87
2025-05-20 NP FLQM - Franklin LibertyQ U.S. Mid Cap Equity ETF 87 927 16,67 7 343 15,59
2025-07-08 13F Parallel Advisors, LLC 3 420 3,29 294 6,52
2025-07-15 13F Fortitude Family Office, LLC 40 3
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 2 818 3,68 242 7,08
2025-07-29 NP PTL - Inspire 500 ETF 12 180 274,31 1 031 264,31
2025-08-04 13F Pensionmark Financial Group, Llc 5 490 472
2025-08-26 NP IRMAX - Voya RussellTM Mid Cap Index Portfolio Class ADV 13 550 1,08 1 165 4,02
2025-07-25 NP NTIAX - Columbia Mid Cap Index Fund Class A 143 884 0,80 12 181 −1,99
2025-07-16 13F Signaturefd, Llc 3 493 11,42 300 14,94
2025-08-11 13F Strategic Wealth Partners, Ltd. 464 40
2025-08-05 13F Versor Investments LP 8 000 688
2025-08-14 13F Petrus Trust Company, LTA 3 874 3,14 333 6,39
2025-08-13 13F Burgundy Asset Management Ltd. 991 702 4,17 85 257 7,24
2025-08-14 13F Kovitz Investment Group Partners, LLC 3 648 35,11 314 39,11
2025-08-15 13F Binnacle Investments Inc 23 53,33 2 0,00
2025-07-28 13F WealthPlan Investment Management, LLC 129 189 10,57 11 106 13,83
2025-07-14 13F Ridgewood Investments LLC 15 354 0,10 1 320 3,13
2025-08-11 13F Cornerstone Planning Group LLC 5 0
2025-08-06 13F Baillie Gifford & Co 104 425 0,01 8 977 2,96
2025-08-13 13F Mount Yale Investment Advisors, LLC 39 3
2025-08-12 13F Swiss National Bank 508 300 6,72 43 699 9,86
2025-08-20 NP QSPIX - AQR Style Premia Alternative Fund Class I 25 930 44,14 2 229 48,40
2025-08-26 NP WCMAX - WCM Focused Mid Cap Fund Institutional Class Shares 1 861 23,25 160 26,19
2025-08-28 NP NZAC - SPDR MSCI ACWI Low Carbon Target 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 1 031 89
2025-08-13 13F Aristides Capital LLC 4 500 387
2025-07-25 NP PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 137 3,79 12 0,00
2025-08-28 NP SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 039 23,84 89 27,14
2025-07-30 13F DekaBank Deutsche Girozentrale 199 393 4,48 17 13,33
2025-08-28 NP New Age Alpha Funds Trust - NAA Opportunity Fund Class C 4 545 391
2025-08-13 13F Northwestern Mutual Wealth Management Co 3 450 1,08 297 3,86
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 56 784 0,80 4 634 −2,26
2025-06-26 NP NUDV - Nuveen ESG Dividend ETF 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 903 74
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 85 305 0,81 7 222 −1,98
2025-08-11 13F Cypress Advisory Group LLC 2 705 233
2025-08-13 13F Norges Bank 1 985 125 170 661
2025-07-24 13F Callan Family Office, LLC 64 924 1 026,18 5 582 1 060,29
2025-08-14 13F Capstone Investment Advisors, Llc 5 549 477
2025-07-31 13F GLOBALT Investments LLC / GA 9 961 5,24 856 8,35
2025-08-07 13F Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 158 478 14,89 13 624 18,27
2025-08-13 13F SageView Advisory Group, LLC 6 799 0,03 574 1,23
2025-07-29 NP PRSIX - T. Rowe Price Spectrum Conservative Allocation Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3 818 59,48 323 55,29
2025-08-14 13F Mml Investors Services, Llc 7 497 5,87 1
2025-08-12 13F Dimensional Fund Advisors Lp 1 283 251 8,56 110 326 11,77
2025-08-12 13F Charles Schwab Investment Management Inc 1 079 571 0,91 92 811 3,88
2025-08-14 13F Quarry LP 986 85
2025-08-14 13F Axa S.a. 3 719 320
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 12 554 2,55 1 063 −0,28
2025-05-15 13F Texas Permanent School Fund 118 143 9 642
2025-07-29 NP TRPBX - T. Rowe Price Spectrum Moderate Allocation Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5 874 60,40 497 56,29
2025-07-22 13F Fenimore Asset Management Inc 1 098 618 0,72 94 448 3,68
2025-07-29 13F Wcm Investment Management, Llc 36 629 0,43 3 156 3,71
2025-08-06 13F True Wealth Design, LLC 79 119,44 7 100,00
2025-08-13 13F Bridgewater Associates, LP 41 760 3 590
2025-07-30 13F LGT Financial Advisors LLC 2 0
2025-07-22 13F Compass Financial Group, INC/SD 4 326 0,35 372 3,06
2025-08-13 13F Bank Of Nova Scotia 6 268 4,89 539 7,82
2025-08-14 13F Redwood Investment Management, Llc 15 865 1
2025-08-28 NP SPDG - SPDR Portfolio S&P Sector Neutral Dividend ETF 76 7,04 7 20,00
2025-08-25 NP MMBUX - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 1 326 74,24 114 79,37
2025-08-20 NP QHFRX - AQR MS Fusion HV Fund Class R6 Short −126 −11
2025-08-14 13F Camden Capital, LLC 4 812 9,26 414 12,53
2025-08-20 NP QMHIX - AQR Managed Futures Strategy HV Fund Class I 10 305 −529,73 886 −542,50
2025-07-18 13F Robeco Institutional Asset Management B.V. 25 310 3,66 2 176 6,67
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 63 034 4,71 5 419 7,82
2025-08-28 NP GMLGX - GuideMark(R) Large Cap Core Fund Service Shares 1 937 167
2025-04-29 NP HESGX - Horizon ESG Defensive Core Fund Investor Class 2 972 5,13 259 0,39
2025-08-14 13F DecisionPoint Financial, LLC 8 1
2025-07-29 13F Everence Capital Management Inc 5 320 48,19 0
2025-08-12 13F DnB Asset Management AS 47 144 7,44 4 053 10,59
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 989 1,64 85 4,94
2025-06-26 NP BlackRock ETF Trust - Blackrock Future U.S. Themes 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 52 224 3 409,68 4 262 3 309,60
2025-08-12 13F AlphaCore Capital LLC 2 718 234
2025-08-26 NP FTHI - First Trust BuyWrite 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 39 888 3,02 3 429 6,06
2025-08-15 13F SkyView Investment Advisors, LLC 12 416 3,17 1 0,00
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 36 380 0,78 3 080 −2,04
2025-08-14 13F Gotham Asset Management, LLC 61 010 446,44 5 245 462,77
2025-07-30 13F Whittier Trust Co 192 104 2,36 16 515 5,37
2025-06-26 NP JHML - John Hancock Multifactor Large Cap ETF 5 748 2,83 469 −0,21
2025-07-25 13F Concord Wealth Partners 34 30,77 3 0,00
2025-08-11 13F Citigroup Inc 84 046 0,02 7 225 2,96
2025-06-24 NP SFLNX - Schwab Fundamental US Large 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 25 642 5,23 2 093 2,00
2025-07-24 NP FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 921 931 0,29 78 051 −2,49
2025-07-21 13F Hilltop National Bank 1 876 33,14 161 36,44
2025-07-29 13F TFC Financial Management 28 3,70 2 0,00
2025-06-25 NP WRAAX - Wilmington Global Alpha Equities Fund Class A Shares 3 161 14,28 258 10,78
2025-08-19 13F Advisory Services Network, LLC 37 655 2,56 3 162 3,16
2025-07-23 NP CFSSX - Column Small Cap Select Fund 11 703 15,61 991 12,37
2025-08-11 13F Great Lakes Advisors, Llc 9 492 816
2025-08-14 13F Sherbrooke Park Advisers Llc 11 597 997
2025-07-30 13F Conestoga Capital Advisors, LLC 465 169 0,73 39 991 3,70
2025-08-26 NP GAFCX - Virtus AlphaSimplex Global Alternatives Fund Class C 397 34
2025-08-15 13F Morgan Stanley 3 698 911 0,61 317 996 3,57
2025-07-30 13F Rehmann Capital Advisory Group 7 067 0,34 608 3,23
2025-08-12 13F Argent Trust Co 3 391 17,50 292 20,75
2025-08-20 NP QRPNX - AQR Alternative Risk Premia Fund Class N 6 907 40,22 594 44,28
2025-04-28 NP BFOR - Barron's 400 ETF 4 324 1,22 376 −3,34
2025-07-30 13F D.a. Davidson & Co. 4 909 0,04 422 3,18
2025-06-25 NP BFRE - Westwood LBRTY Global Equity ETF 25 2
2025-08-13 13F Capital World Investors 958 903 0,37 82 437 3,32
2025-08-05 13F Trail Ridge Investment Advisors, LLC 6 039 6,81 507 7,42
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 481 41,47 41 46,43
2025-08-12 13F Prudential Financial Inc 33 236 121,96 2 959 121,91
2025-06-18 NP REBYX - U.S. Small Cap Equity Fund Class Y 11 308 90,21 923 84,40
2025-08-14 13F Quantinno Capital Management LP 217 640 103,79 18 711 109,80
2025-08-11 13F Madison Asset Management, LLC 504 339 1,36 43 358 4,34
2025-07-17 13F Bennett Selby Investments Lp 36 018 0,65 3 096 3,61
2025-03-31 NP FUQIX - Fidelity SAI U.S. Quality 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 375 250 14,64 31 585 18,47
2025-08-04 13F Creative Financial Designs Inc /adv 85 8,97 7 16,67
2025-07-29 NP IVOV - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 63 516 2,15 5 377 −0,67
2025-05-29 NP LCORX - Leuthold Core Investment Fund Retail Class Short −7 403 −618
2025-08-08 13F Larson Financial Group LLC 224 194,74 19 216,67
2025-08-05 13F Regents Gate Capital LLP 40 695 3 499
2025-08-12 13F Ensign Peak Advisors, Inc 652 267 4,08 56 075 7,14
2025-07-25 NP AQLT - iShares MSCI Global Quality Factor ETF 1 694 1,32 143 −1,38
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 44 045 13,00 3 595 9,57
2025-07-23 13F Equitable Trust Co 10 789 58,20 928 62,92
2025-08-06 13F Asahi Life Asset Management Co., Ltd. 4 220 7,38 363 10,37
2025-08-20 NP QCFIX - AQR CVX Fusion Fund Class I Short −40 −3
2025-07-29 13F Stratos Wealth Partners, LTD. 6 164 0,26 530 3,12
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 50 301 90,80 4 258 106,00
2025-08-14 13F FIL Ltd 1 775 153
2025-08-26 NP XJH - iShares ESG Screened S&P Mid-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 18 016 1,65 1 549 4,59
2025-06-30 NP NSFLX - Natixis Sustainable Future 2055 Fund Class N 366 17,31 30 11,54
2025-08-06 13F SOUTH STATE Corp 33 26,92 3 0,00
2025-08-14 13F Glenmede Investment Management, LP 12 199 1 049
2025-08-06 13F Rialto Wealth Management, LLC 6 1
2025-08-27 NP Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 12 781 215,11 1 099 224,85
2025-07-31 13F Buckingham Strategic Partners 3 193 275
2025-07-29 NP PBUS - Invesco PureBeta MSCI USA 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 23 124 16,97 1 958 13,71
2025-08-26 NP SDVY - First Trust SMID Cap Rising Dividend Achievers ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 799 556 1,90 68 738 4,90
2025-08-14 13F Diversify Advisory Services, LLC 6 095 520
2025-08-14 13F/A Skopos Labs, Inc. 2 736 193,56 235 205,19
2025-08-08 13F Accredited Investors Inc. 26 782 7,53 2 302 10,73
2025-08-14 13F Altshuler Shaham Ltd 49 4
2025-08-28 NP Humankind Benefit Corp - Humankind US Stock ETF 112 62,32 10 80,00
2025-07-28 NP XMLV - Invesco S&P MidCap 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 128 749 7,66 10 900 4,68
2025-08-06 13F Penserra Capital Management LLC 903 12,03 0
2025-07-29 13F Sigma Investment Counselors Inc 6 142 46,55 528 51,29
2025-08-08 13F Hartland & Co., LLC 477 160,66 41 173,33
2025-07-14 13F AdvisorNet Financial, Inc 1 057 110,98 91 119,51
2025-08-12 13F Proequities, Inc. Put 0 0
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 38 573 4,00 3 316 7,07
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Proequities, Inc. 0 0
2025-08-08 13F Thompson Davis & Co., Inc. 2 666 229
2025-08-13 13F California Public Employees Retirement System 285 237 9,30 24 522 12,52
2025-08-14 13F Headlands Technologies LLC 3 248 869,55 279 933,33
2025-08-15 13F CI Private Wealth, LLC 30 345 9,71 2 609 12,95
2025-08-28 NP QUS - SPDR MSCI USA StrategicFactors 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 7 149 4,75 615 7,91
2025-08-26 NP IUSG - iShares Core S&P U.S. Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 66 247 6,03 5 695 9,16
2025-06-23 NP MDPIX - Mid-cap Profund Investor Class 620 23,51 51 19,05
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 2 465 212
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 180 509 82,70 16 027 94,24
2025-07-23 13F Venturi Wealth Management, LLC 2 370 204
2025-06-17 NP MERAX - Madison Mid Cap Fund Mid Cap Fund Class A 258 220 8,03 21 073 4,74
2025-08-14 13F ICW Investment Advisors LLC 2 723 5,22 234 8,33
2025-08-13 13F Bare Financial Services, Inc 249 20,87 21 23,53
2025-08-14 13F Canada Pension Plan Investment Board 200 17
2025-07-29 NP TRSGX - T. Rowe Price Spectrum Moderate Growth Allocation Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 13 885 61,38 1 176 56,88
2025-05-14 13F Candriam Luxembourg S.C.A. 210 −80,70
2025-08-14 13F Principia Wealth Advisory, LLC 13 550,00 1
2025-08-12 13F Mediolanum International Funds Ltd 19 518 0,32 1 681 3,57
2025-08-14 13F Ieq Capital, Llc 18 134 1 559
2025-06-23 NP PMBMX - MidCap Fund (f/k/a MidCap Blend Fund) R-3 1 486 505 0,86 121 314 −2,21
2025-08-13 13F Arizona State Retirement System 49 143 0,64 4 225 3,61
2025-08-14 13F Port Capital LLC 852 433 7,19 73 284 10,35
2025-08-15 13F Kestra Advisory Services, LLC 6 684 58,39 575 63,07
2025-08-22 NP PAPI - Parametric Equity Premium Income ETF 13 212 23,18 1 136 26,82
2025-07-22 13F Merit Financial Group, LLC 14 646 107,22 1 259 113,39
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware SMID Cap Core Fund Service Class 56 730 2,07 4 877 5,09
2025-06-18 NP RAZAX - Multi-Asset Growth Strategy Fund Class A 4 740 17,73 387 14,20
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 79 006 6,32 6 792 9,46
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 96 750 0,15 8 191 −2,63
2025-08-06 13F Sprucegrove Investment Management Ltd 700 60
2025-08-14 13F Syon Capital Llc 3 669 315
2025-06-24 NP JQUA - JPMorgan U.S. Quality Factor ETF 140 345 1,81 11 454 −1,28
2025-05-05 13F Lindbrook Capital, Llc 1 813 117,39 151 115,71
2025-08-13 13F Schroder Investment Management Group 34 265 2 946
2025-08-26 NP GFSYX - Strategic Alternatives Fund Institutional 385 2,95
2025-08-06 13F Andra AP-fonden 76 000 50,20 6 534 54,63
2025-07-28 NP MSLC - Morgan Stanley Pathway Large Cap Equity ETF 5 966 9,39 505 6,54
2025-07-22 13F Marks Group Wealth Management, Inc 97 400 0,06 8 373 3,00
2025-08-14 13F Summit Trail Advisors, Llc 6 779 583
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 27 769 16,40 2 266 12,90
2025-08-12 13F Legal & General Group Plc 665 459 1,21 57 210 4,19
2025-08-13 13F Jones Financial Companies Lllp 1 739 63,13 150 69,32
2025-08-26 NP FTKI - First Trust Small Cap BuyWrite Income ETF 112 10
2025-08-25 NP CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio 5 410 6,31 465 9,67
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 62 752 11,72 5 121 8,34
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 72 6
2025-08-14 13F Vident Advisory, LLC 6 233 5,02 536 8,08
2025-06-27 NP VEGN - US Vegan Climate ETF 806 4,68 66 1,56
2025-08-14 13F Nippon Life Global Investors Americas, Inc. 28 280 8,27 2 431 11,46
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 1 191 5,77 102 8,51
2025-08-20 NP RUSC - U.S. Small Cap Equity Active ETF 534 46
2025-08-04 13F Quaker Wealth Management, LLC 2 0
2025-08-26 NP Profunds - Profund Vp Mid-cap Growth 748 7,63 64 10,34
2025-08-20 NP QLFIX - AQR LSE Fusion Fund Class I Short −75 −6
2025-08-11 13F B. Metzler seel. Sohn & Co. AG 16 937 6,21 1 456 9,39
2025-06-26 NP IMCG - iShares Morningstar Mid-Cap Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 76 476 1,19 6 241 −1,89
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 312 129 0,34 26 425 −2,44
2025-08-04 13F Hantz Financial Services, Inc. 2 022 739,00 0
2025-08-27 NP HCSRX - The Catholic SRI Growth Portfolio HC Strategic Shares 163 49,54 14 55,56
2025-06-26 NP EUSM - Eventide US Market ETF 533 43
2025-08-12 13F Nemes Rush Group LLC 1 834 0,33 158 3,29
2025-08-14 13F Goldman Sachs Group Inc 385 328 16,62 33 127 20,06
2025-08-01 13F Teacher Retirement System Of Texas 49 105 98,93 4 222 104,80
2025-08-14 13F Aquatic Capital Management LLC 48 294 99,18 4 152 105,09
2025-08-05 13F iA Global Asset Management Inc. 2 651 5,58 0
2025-08-13 13F Capital Fund Management S.a. 53 362 20,85 4 588 24,41
Other Listings
DE:GA8 71,82 €
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