HRMY / Harmony Biosciences Holdings, Inc. - Institutionellt ägande - Köpare

Harmony Biosciences Holdings, Inc.
US ˙ NasdaqGM ˙ US4131971040

Institutionellt ägande och fondägande - Köpare

Större innehavare som har öppnat nya positioner i Harmony Biosciences Holdings, Inc. inkluderar Boston Partners, Tieton Capital Management, LLC, BPSIX - Boston Partners Small Cap Value Fund II INSTITUTIONAL, Weiss Asset Management LP, DFFVX - U.S. Targeted Value Portfolio - Institutional Class, Robeco Institutional Asset Management B.V., MSCQX - Mercer US Small/Mid Cap Equity Fund Class I, Castlekeep Investment Advisors Llc, VEXPX - VANGUARD EXPLORER FUND Investor Shares, WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio, Paloma Partners Management Co, Illumine Investment Management, LLC, Envestnet Portfolio Solutions, Inc., AFMCX - Acuitas US Microcap Fund Institutional Shares, Horizon Investments, LLC, LSVVX - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares, Callan Family Office, LLC, BPLSX - Boston Partners Long/Short Equity Fund INSTITUTIONAL, Quantinno Capital Management LP, och Hohimer Wealth Management, 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
(%)
2025-08-01 13F Bessemer Group Inc 171 2,40 0
2025-07-09 13F Harbor Capital Advisors, Inc. 229 8,53 0
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 957 4,25 30 0,00
2025-07-29 13F Private Trust Co Na 45 1
2025-08-27 NP PIBAX - PGIM BALANCED FUND Class A 6 800 83,78 215 75,41
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 5 135 8,54 151 −17,49
2025-07-29 NP SLPAX - Siit Small Cap Fund - Class A 17 590 3,84 607 5,76
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 248 859 117,90 7 864 107,47
2025-08-13 13F Hsbc Holdings Plc 25 792 18,30 815 14,01
2025-07-30 13F First Citizens Bank & Trust Co 19 685 202,71 622 189,30
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 8 776 19,63 277 13,99
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 75 784 17,92 2 395 12,29
2025-08-15 13F WealthCollab, LLC 45 1
2025-07-29 NP VHCIX - Vanguard Health Care Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 134 448 6,03 4 638 8,06
2025-08-27 NP VISGX - Vanguard Small-Cap Growth 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 664 077 10,65 20 985 5,34
2025-08-12 13F Legal & General Group Plc 114 932 4,21 3 632 −0,79
2025-08-07 13F Parkside Financial Bank & Trust 1 157 4 185,19 37
2025-07-30 NP BFOR - Barron's 400 ETF 10 601 13,31 366 15,51
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 103 17,05 3 50,00
2025-05-22 NP HLGE - Hartford Longevity Economy ETF 122 4
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 18 480 8,83 545 −17,33
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 165 959 13,69 4 891 −13,59
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 7 080 19,70 224 13,78
2025-07-22 13F HFM Investment Advisors, LLC 3 200,00 0
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 1 300 8,33 41 5,13
2025-08-12 13F Ameritas Investment Partners, Inc. 4 466 12,01 141 6,82
2025-08-28 NP IWO - iShares Russell 2000 Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 382 707 13,40 12 094 7,96
2025-07-22 13F Bay Harbor Wealth Management, LLC 2 100,00 0
2025-06-24 NP SWSSX - Schwab Small-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 94 565 2,20 2 787 −22,33
2025-08-14 13F Voya Investment Management Llc 33 401 24,99 1 055 19,07
2025-06-25 NP WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio 30 445 897
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 208 335 0,29 7 188 2,22
2025-08-04 13F Hantz Financial Services, Inc. 396 0
2025-08-20 NP QSMLX - AQR Small Cap Multi-Style Fund Class I 7 379 422,96 233 406,52
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 3 370 8,89 99 −16,81
2025-08-26 NP TRSYX - T. Rowe Price Small-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4 101 30,56 130 24,04
2025-08-26 NP AFMCX - Acuitas US Microcap Fund Institutional Shares 15 890 502
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 60 180 1 361,03 1 774 1 015,09
2025-08-08 13F Intech Investment Management Llc 24 148 32,56 763 26,32
2025-08-12 13F BlackRock, Inc. 6 736 939 3,46 212 887 −1,50
2025-08-26 NP PSGIX - Blackrock Advantage Small Cap Growth 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 21 422 1,79 677 −3,15
2025-08-14 13F Susquehanna Portfolio Strategies, LLC 9 270 293
2025-08-21 NP MSCQX - Mercer US Small/Mid Cap Equity Fund Class I 41 400 1 308
2025-07-16 13F/A CX Institutional 207 783 166,84 7 200,00
2025-08-13 13F Pictet Asset Management Holding SA 186 870 23,35 5 974 18,79
2025-08-13 13F Marshall Wace, Llp 1 209 484 36,27 38 220 29,75
2025-06-25 NP FAD - First Trust Multi Cap Growth AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5 564 11,55 164 −15,54
2025-08-19 13F Hohimer Wealth Management, Llc 8 252 261
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 5 534 20,57 191 22,58
2025-08-05 13F Bank of New York Mellon Corp 271 435 3,51 8 577 −1,45
2025-07-28 NP AVUSX - Avantis U.S. Equity Fund Institutional Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3 085 50,27 106 53,62
2025-08-14 13F Goldman Sachs Group Inc 720 681 109,03 22 774 99,03
2025-07-15 13F Fortitude Family Office, LLC 5 0
2025-08-26 13F/A Thrivent Financial For Lutherans 28 291 0,80 1
2025-08-28 NP SFLO - VictoryShares Small Cap Free Cash Flow ETF 78 770 10,00 2 489 4,76
2025-08-27 NP VBINX - Vanguard Balanced 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 31 555 23,80 997 17,99
2025-08-28 NP DTSGX - Small Company Growth Portfolio Investment Class 722 35,71 23 29,41
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 44 316 2,37 1 400 −2,51
2025-08-12 13F LPL Financial LLC 13 437 60,48 425 53,07
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 843 7,80 27 4,00
2025-08-28 NP SLLAX - SIMT Small Cap Fund Class F 14 424 456
2025-08-27 NP NAESX - Vanguard Small-Cap Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 192 508 11,24 37 683 5,92
2025-08-13 13F Arizona State Retirement System 12 548 2,34 397 −2,46
2025-07-29 NP EBI - Longview Advantage ETF 758 1 704,76 26 2 500,00
2025-06-30 NP PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 16 665 52,11 491 15,80
2025-07-25 13F Hemington Wealth Management 28 100,00 0
2025-08-14 13F Bank Of America Corp /de/ 270 220 0,33 8 539 −4,48
2025-08-27 NP VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 597 063 0,19 18 867 −4,61
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 8 425 13,93 266 8,57
2025-07-07 13F Versant Capital Management, Inc 251 61,94 8 40,00
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 24 420 38,59 772 32,02
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 1 558 8,27 49 4,26
2025-08-14 13F DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 3 802 120
2025-08-14 13F Ieq Capital, Llc 9 420 54,86 298 47,76
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 223 16,15 7 16,67
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 9 093 21,99 287 16,19
2025-08-14 13F Paloma Partners Management Co 29 617 936
2025-08-08 13F Atlantic Trust, LLC 14 0
2025-08-14 13F Bnp Paribas Arbitrage, Sa 307 165 677,50 9 706 640,35
2025-08-25 NP GENIX - Gotham Enhanced Return Fund Institutional Class 2 560 8,20 81 2,56
2025-08-14 13F Man Group plc 252 619 34,83 7 983 28,37
2025-08-15 13F Tower Research Capital LLC (TRC) 3 511 338,88 111 323,08
2025-08-12 13F Bokf, Na 14 779 9,74 467 4,71
2025-08-07 13F Allworth Financial LP 76 90,00 2 100,00
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 9 878 8,03 312 2,97
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 20 267 14,52 640 9,03
2025-08-28 NP SMLV - SPDR SSGA US Small Cap Low Volatility Index ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6 671 114,09 211 103,88
2025-08-07 13F ProShare Advisors LLC 11 812 2,14 373 −2,61
2025-08-12 13F SRS Capital Advisors, Inc. 108 1 100,00 3
2025-08-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 39 367 74,00 1 244 65,73
2025-07-29 NP BPLSX - Boston Partners Long/Short Equity Fund INSTITUTIONAL 10 525 363
2025-08-12 13F Global Retirement Partners, LLC 151 5
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 4 333 2,60 128 −22,09
2025-08-15 13F Morgan Stanley 758 863 15,66 23 980 10,12
2025-07-30 13F Aurora Investment Counsel 62 878 1,96 1 987 −2,93
2025-07-28 NP HDG - ProShares Hedge Replication ETF 50 11,11 2 0,00
2025-08-13 13F Bare Financial Services, Inc 25 1
2025-08-28 13F China Universal Asset Management Co., Ltd. 11 533 0,26 364 −4,46
2025-08-14 13F/A Barclays Plc 127 113 52,61 4 100,00
2025-07-25 13F Yousif Capital Management, Llc 14 380 0,09 454 −4,62
2025-08-11 13F Covestor Ltd 390 25,00 0
2025-08-11 13F Vanguard Group Inc 5 110 780 8,75 161 501 3,54
2025-07-29 13F Foster & Motley Inc 25 290 139,51 1
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5 559 20,09 176 14,38
2025-08-14 13F Engineers Gate Manager LP 54 459 64,66 1 721 56,79
2025-08-18 13F/A Nomura Holdings Inc 422 919 382,33 13 364 359,24
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 363 0
2025-08-14 13F Jane Street Group, Llc Call 44 600 494,67 1 409 468,15
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 6 534 12,75 206 7,29
2025-05-15 13F Texas Permanent School Fund 27 046 797
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 1 681 17,39 58 18,75
2025-08-11 13F Lsv Asset Management 1 488 502 24,56 47 20,51
2025-08-14 13F Point72 Asset Management, L.P. 33 778 1 067
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 153 10,87 5 0,00
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 28 291 0,80 894 −4,08
2025-08-14 13F Petrus Trust Company, LTA 16 397 42,92 518 36,32
2025-07-24 NP HSMNX - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 14 810 27,04 511 29,44
2025-08-14 13F Dark Forest Capital Management Lp 85 348 10,02 2 697 4,74
2025-08-08 13F Geode Capital Management, Llc 1 054 348 9,17 33 321 3,93
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 15 912 16,15 503 10,57
2025-08-11 13F Martingale Asset Management L P 48 998 7,19 1 548 2,04
2025-07-24 NP ONEQ - Fidelity Nasdaq Composite Index Tracking Stock This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 18 967 0,48 654 2,51
2025-08-19 13F Cim, Llc 13 641 5,65 431 0,70
2025-08-07 13F Campbell & CO Investment Adviser LLC 44 907 227,86 1 419 212,56
2025-08-07 13F Illumine Investment Management, LLC 21 391 676
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 43 662 1 315,30 1 287 1 079,82
2025-08-14 13F Ubs Asset Management Americas Inc 131 124 37,46 4 144 30,90
2025-07-17 13F CWA Asset Management Group, LLC 29 219 24,05 923 18,18
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 33 600 21,30 1 062 15,45
2025-08-13 13F New York State Common Retirement Fund 67 173 1,51 2 0,00
2025-08-05 13F Castlekeep Investment Advisors Llc 40 059 1 266
2025-08-27 NP Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 27 700 43,52 875 36,72
2025-06-23 NP PHPIX - Pharmaceuticals Ultrasector Profund Investor Class 1 903 0,74 56 −23,29
2025-08-04 13F Assetmark, Inc 56 51,35 2 0,00
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 4 414 8,45 130 −17,20
2025-08-19 13F State of Wyoming 8 885 41,17 281 34,62
2025-08-14 13F State Street Corp 1 629 246 3,18 51 484 −1,76
2025-07-28 NP AVUV - Avantis U.S. Small Cap Value ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 144 178 12,75 39 474 14,92
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 2 586 89
2025-07-31 13F Nisa Investment Advisors, Llc 470 161,11 15 180,00
2025-08-14 13F State Of Wisconsin Investment Board 76 548 7,98 2 419 2,81
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 45 690 504,29 1 444 477,20
2025-08-13 13F EverSource Wealth Advisors, LLC 302 143,55 10 125,00
2025-09-17 NP GMRAX - Nationwide Small Cap Index Fund Class A 3 836 16,07 135 38,14
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 2 009 8,48 63 3,28
2025-07-29 NP SIXS - 6 Meridian Small Cap Equity ETF 31 328 7,26 1 081 2,86
2025-08-13 13F Virtus Investment Advisers, Inc. 13 333 18,33 421 12,87
2025-08-25 NP GARIX - Gotham Absolute Return Fund Institutional Class 18 567 74,80 587 66,48
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 12 20,00 0
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 24 859 14,70 786 9,18
2025-06-26 NP DFSCX - U.s. Micro Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 140 193 4,82 4 131 −20,33
2025-08-13 13F First Trust Advisors Lp 122 206 21,97 3 862 16,12
2025-08-26 NP Profunds - Profund Vp Small-cap 100 16,28 3 50,00
2025-08-05 13F Huntington National Bank 121 163,04 4 200,00
2025-08-07 13F Los Angeles Capital Management Llc 41 426 3,82 1 309 −1,13
2025-08-14 13F Verition Fund Management LLC 34 359 1 086
2025-08-05 13F Hussman Strategic Advisors, Inc. 105 000 25,00 3 318 19,05
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 4 675 3,66 148 −1,34
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 11 484 11,52 338 −15,29
2025-07-18 13F Robeco Institutional Asset Management B.V. 46 787 1 478
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 15 940 26,11 504 20,05
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 8 257 23,94 261 17,65
2025-08-13 13F Renaissance Technologies Llc 929 471 10,60 29 371 5,31
2025-08-13 13F Norges Bank 11 123 351
2025-07-16 13F Ruffer LLP 86 211 2 724
2025-08-14 13F Alliancebernstein L.p. 152 340 6,73 4 814 1,60
2025-08-14 13F Qube Research & Technologies Ltd 25 231 797
2025-07-09 13F Bruce G. Allen Investments, LLC 12 0
2025-08-22 NP FECGX - Fidelity Small Cap Growth Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 29 570 23,54 934 17,63
2025-08-25 NP GONIX - Gotham Neutral Fund Institutional Class 2 403 78,93 76 70,45
2025-08-08 13F/A Sterling Capital Management LLC 8 176 0,83 258 −4,09
2025-08-12 13F Jefferies Financial Group Inc. 170 570 18,25 5 390 12,60
2025-08-14 13F 683 Capital Management, LLC 302 000 0,67 9 543 −4,16
2025-08-05 13F Bank Of Montreal /can/ 13 559 14,62 428 9,18
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 146 600 49,74 4 633 42,57
2025-08-28 NP USVM - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 71 153 16,50 2 248 10,90
2025-06-20 NP JSMD - Janus Henderson Small/Mid Cap Growth Alpha ETF 61 512 1,24 1 813 −23,06
2025-07-24 13F IFP Advisors, Inc 6 686 45,16 211 38,82
2025-07-24 13F Callan Family Office, LLC 11 613 367
2025-08-05 13F Versor Investments LP 19 000 600
2025-08-14 13F Axa S.a. 82 907 7,46 2 620 2,30
2025-06-20 NP ABLS - Abacus FCF Small Cap Leaders ETF 180 5
2025-08-08 13F Cetera Investment Advisers 8 404 9,77 266 4,33
2025-08-14 13F Hancock Whitney Corp 10 175 15,26 322 9,56
2025-06-26 NP LSVD - LSV Disciplined Value ETF 244 100,00 7 75,00
2025-08-14 13F Aster Capital Management (DIFC) Ltd 152 5
2025-08-12 13F Advisors Asset Management, Inc. 6 091 0,05 192 −4,95
2025-08-13 13F Capital Fund Management S.a. 36 147 1 142
2025-06-24 NP MOPCX - NYLI WMC Small Companies Fund Class C 5 082 150
2025-08-26 NP IPSIX - Voya Index Plus SmallCap Portfolio Class I 21 597 28,12 682 22,00
2025-07-24 13F Us Bancorp \de\ 609 5,91 19 0,00
2025-08-14 13F Quantinno Capital Management LP 8 990 284
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 49 454 1 563
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 13 834 7,41 437 2,34
2025-08-14 13F Price T Rowe Associates Inc /md/ 34 832 16,73 1
2025-05-05 13F Lindbrook Capital, Llc 191 17,18 6 20,00
2025-08-08 13F Hedeker Wealth, LLC 78 905 1,51 2 493 −3,33
2025-08-28 NP HSAFX - Hussman Strategic Allocation Fund 5 000 25,00 158 19,70
2025-06-24 NP SWHFX - Schwab Health Care 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 16 600 489
2025-08-26 NP IHE - iShares U.S. Pharmaceuticals 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 106 473 11,26 3 365 5,92
2025-08-12 13F Dimensional Fund Advisors Lp 1 582 176 29,18 49 999 23,00
2025-08-15 13F State of Tennessee, Treasury Department 34 013 20,61 1 075 14,87
2025-08-14 13F Horizon Investments, LLC 15 366 486
2025-08-13 13F Arrowstreet Capital, Limited Partnership 906 909 127,63 28 658 116,73
2025-08-27 NP RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 2 035 27,91 64 23,08
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 23 971 5,83 757 0,80
2025-08-14 13F Cubist Systematic Strategies, LLC 1 172 37
2025-08-14 13F Manufacturers Life Insurance Company, The 22 686 2,40 717 −2,59
2025-07-25 13F Oregon Public Employees Retirement Fund 8 826 1,15 279 −3,81
2025-08-25 NP QWVOX - Clearwater Small Companies Fund 6 874 307,23 217 309,43
2025-08-13 13F ExodusPoint Capital Management, LP 116 167 34,26 4 50,00
2025-07-28 13F New York State Teachers Retirement System 32 293 1,57 1 0,00
2025-08-12 13F American Century Companies Inc 1 501 420 16,50 47 445 10,92
2025-07-29 13F Private Wealth Management Group, LLC 68 2
2025-08-14 13F Algert Global Llc 269 488 26,02 9 14,29
2025-08-12 13F Hillsdale Investment Management Inc. 120 700 71,94 3 814 63,76
2025-07-28 NP MCSCX - M3Sixty Small Cap Growth Fund Institutional Class Shares 4 402 7,79 152 9,42
2025-08-07 13F Illinois Municipal Retirement Fund 20 235 4,79 639 −0,16
2025-08-14 13F Wells Fargo & Company/mn 110 116 6,11 3 480 1,02
2025-08-28 NP ASQIX - Small Company Fund Investor Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 19 467 54,18 615 46,78
2025-08-13 13F Bridge City Capital, LLC 162 664 1,20 5 140 −3,64
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 2 082 9,75 61 −16,44
2025-08-14 13F/A Skopos Labs, Inc. 1 288 21,05 41 14,29
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 50 890 15,74 1 608 10,21
2025-08-12 13F Deutsche Bank Ag\ 225 169 193,28 7 115 179,24
2025-08-13 13F Cresset Asset Management, LLC 77 233 12,00 2 441 6,64
2025-09-04 13F/A Advisor Group Holdings, Inc. 1 169 7,25 37 0,00
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 11 664 16,54 369 10,84
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 12 446 1,03 393 −3,68
2025-07-28 13F Capital Management Corp /va 352 566 3,10 11 141 −1,83
2025-06-25 NP BBP - Virtus LifeSci Biotech Products ETF 12 885 17,40 380 −10,82
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 6 705 15,90 212 9,90
2025-08-12 13F Franklin Resources Inc 32 385 5,70 1 023 0,69
2025-08-14 13F Susquehanna International Group, Llp Call 243 300 109,74 7 688 99,69
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 18 985 600
2025-07-16 13F State of Alaska, Department of Revenue 22 897 8,14 1
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value 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 760 22
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 3 028 19,73 96 14,46
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 10 201 29,26 322 23,37
2025-07-11 13F/A Livforsakringsbolaget Skandia, Omsesidigt 61 700 21,46 1 948 15,68
2025-08-28 NP SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 204 46,12 38 40,74
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 2 122 67
2025-03-26 NP MOTBX - MainStay MacKay Small Cap Core Fund Class B 5 251 3,77 204 18,71
2025-07-30 13F Connors Investor Services Inc 73 000 0,28 2 307 −4,55
2025-08-08 13F Principal Financial Group Inc 230 610 8,06 7 287 2,88
2025-08-14 13F Susquehanna International Group, Llp Put 63 100 119,86 1 994 109,35
2025-07-29 NP SSMAX - Siit Small Mid Cap Equity Fund - Class A 35 400 1 221
2025-08-14 13F Susquehanna International Group, Llp 74 581 19,24 2 357 13,54
2025-08-13 13F Northern Trust Corp 433 935 7,53 13 712 2,38
2025-07-31 13F Quest Partners LLC 17 601 340,25 556 321,21
2025-07-11 13F/A Umb Bank N A/mo 136 88,89 4 100,00
2025-08-05 13F GPS Wealth Strategies Group, LLC 550 17
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 1 272 3,16 40 0,00
2025-08-14 13F Nebula Research & Development LLC 17 403 2,04 550 −3,00
2025-07-28 NP AVUVX - Avantis U.S. Small Cap Value Fund Institutional Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 93 004 31,56 3 209 34,11
2025-06-26 NP USMIX - Extended Market Index Fund 5 196 4,13 153 −20,73
2025-08-04 13F Strs Ohio 19 000 7,34 600 2,21
2025-07-29 NP BOGIX - Bogle Investment Management Small Cap Growth Fund 34 700 16,76 1 197 19,10
2025-08-11 13F Alps Advisors Inc 10 601 1,22 335 −3,75
2025-07-28 NP IBBQ - Invesco Nasdaq Biotechnology 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 3,77 78 5,48
2025-07-09 13F Massmutual Trust Co Fsb/adv 354 57,33 11 57,14
2025-08-26 NP FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF 2 760 36,36 87 29,85
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Proequities, Inc. 0 0
2025-07-28 13F Bayforest Capital Ltd 588 19
2025-06-25 NP FHLC - Fidelity MSCI Health Care 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 18 743 5,74 552 −19,65
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 20 175 5,78 638 0,79
2025-06-25 NP ISCB - iShares Morningstar Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 637 8,55 48 −17,24
2025-07-23 13F Klp Kapitalforvaltning As 25 800 12,17 815 6,82
2025-08-11 13F EMC Capital Management 6 174 0
2025-08-27 NP VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 584 097 11,76 50 057 6,41
2025-08-28 NP SAGP - STRATEGAS GLOBAL POLICY OPPORTUNITIES ETF 2 829 9,06 89 3,49
2025-06-26 NP DFFVX - U.S. Targeted Value 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 54 489 1 606
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 168 543 9,92 5 326 4,66
2025-08-12 13F Prudential Financial Inc 151 586 46,06 4 790 39,08
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 8 284 3,74 286 5,56
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 4 888 18,10 144 −10,00
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 142 592 13,37 4 202 −13,82
2025-07-29 NP BPSIX - Boston Partners Small Cap Value Fund II INSTITUTIONAL 63 500 2 191
2025-06-27 NP RSSL - Global X Russell 2000 ETF 23 048 6,26 679 −19,17
2025-08-12 13F Rhumbline Advisers 119 201 9,29 3 767 4,03
2025-08-27 NP TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 93 3
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 176 37,50 5 25,00
2025-08-26 NP Profunds - Profund Vp Small-cap Growth 882 2,92 28 −3,57
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 55 092 9,29 1 901 11,37
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 12 0
2025-06-30 NP VEXPX - VANGUARD EXPLORER 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 39 133 1 153
2025-07-29 NP ORSIX - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 81 200 19,92 2 801 22,26
2025-08-12 13F/A Boston Partners 605 495 19 398
2025-07-08 13F Gallacher Capital Management LLC 9 981 4,32 315 −0,63
2025-06-26 NP FLXSX - Fidelity Flex Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7 346 17,52 216 −10,74
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 61 15,09 2 0,00
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 228 8,57 7 −25,00
2025-05-22 NP ROSC - Hartford Multifactor Small Cap ETF 9 462 311,39 314 297,47
2025-08-26 NP FSGS - Small Cap US Equity Select ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9 292 17,81 294 12,26
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 4 466 12,01 141 6,82
2025-08-13 13F Jones Financial Companies Lllp 169 12,67 5 25,00
2025-08-01 13F Teacher Retirement System Of Texas 11 581 0,85 366 −4,20
2025-08-14 13F Sherbrooke Park Advisers Llc 12 719 402
2025-08-28 NP HSGFX - Hussman Strategic Growth Fund 100 000 25,00 3 160 19,02
2025-06-26 NP FSSNX - Fidelity Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 386 661 2,83 11 395 −21,84
2025-08-12 13F CIBC Private Wealth Group, LLC 3 368 1,75 106 13,98
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 13 653 4,50 431 −0,46
2025-07-29 NP VFMFX - Vanguard U.S. Multifactor Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5 419 56,66 187 58,97
2025-06-26 NP LSVVX - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares 12 200 360
2025-08-07 13F Hennion & Walsh Asset Management, Inc. 88 057 2,55 2 783 −2,39
2025-07-29 13F Virginia Retirement Systems Et Al 22 082 0,45 698 −4,39
2025-08-12 13F Tieton Capital Management, LLC 237 726 8
2025-07-10 13F Exchange Traded Concepts, Llc 32 100 6,09 1 014 1,00
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 557 6,91 18 0,00
2025-08-13 13F MetLife Investment Management, LLC 26 358 15,71 833 10,05
2025-07-28 NP VCSLX - Small Cap Index Fund 15 951 9,57 550 11,79
2025-07-29 NP VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 192 257 10,21 6 633 12,33
2025-08-14 13F Citadel Advisors Llc Call 28 400 358,06 897 337,56
2025-08-12 13F Public Sector Pension Investment Board 131 198 8,29 4 146 3,08
2025-08-26 NP AZBAX - AllianzGI Small-Cap Fund Class A 12 524 234,24 396 218,55
2025-08-08 13F Hartland & Co., LLC 306 10
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 2 218 15,58 70 11,11
2025-07-28 NP AVSC - Avantis U.S. Small Cap Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 81 655 18,86 2 817 21,16
2025-08-14 13F Weiss Asset Management LP 58 102 1 836
2025-08-14 13F Gotham Asset Management, LLC 39 707 71,42 1 255 63,28
2025-08-28 NP IWM - iShares Russell 2000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 084 824 7,57 34 280 2,42
2025-03-26 NP FTLS - First Trust Long/Short Equity 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 37 764 1 464
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 233 7
2025-08-06 13F Rialto Wealth Management, LLC 2 0
2025-06-26 NP Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 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 1 100 32
2025-07-25 NP AFSM - First Trust Active Factor Small Cap ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 246 0,22 77 2,67
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