LAZ / Lazard, Inc. - Institutionellt ägande - Köpare

Lazard, Inc.
US ˙ NYSE

Institutionellt ägande och fondägande - Köpare

Större innehavare som har öppnat nya positioner i Lazard, Inc. inkluderar PIODX - Victory Pioneer Fund Class A, FEQTX - Fidelity Equity Dividend Income Fund, AE Wealth Management LLC, Gw Henssler & Associates Ltd, Susquehanna Portfolio Strategies, LLC, Cambiar Investors Llc, PEQIX - Pioneer Equity Income Fund : Class A, FDL - First Trust Morningstar Dividend Leaders Index Fund, FEIAX - Fidelity Advisor Equity Income Fund Class A, BIVIX - Invenomic Fund Institutional Class shares, Moran Wealth Management, LLC, PKW - Invesco BuyBack Achievers ETF, AMG National Trust Bank, CAMMX - Cambiar Smid Fund Investor Class Shares, Jain Global LLC, GMLGX - GuideMark(R) Large Cap Core Fund Service Shares, CAMSX - Cambiar Small Cap Fund Investor Class Shares, Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I, Greenwood Capital Associates Llc, och Victory Variable Insurance Funds II - Victory Pioneer Fund VCT Portfolio Class II .

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
(%)
2025-08-08 13F/A Sterling Capital Management LLC 5 933 707,21 285 816,13
2025-07-31 13F Lazard Freres Gestion S.A.S. 0 0
2025-07-29 NP VRGWX - Vanguard Russell 1000 Growth 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 126 596 5,80 5 494 −8,43
2025-06-17 NP MMSMX - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 35 000 75,88 1 362 25,90
2025-07-17 13F Centennial Wealth Advisory LLC 11 911 572
2025-07-31 13F Jackson Hole Capital Partners, LLC 52 343 44,48 2 511 60,14
2025-08-08 13F Pnc Financial Services Group, Inc. 3 057 35,33 147 50,52
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 8 542 34,52 430 56,93
2025-06-26 NP FSPGX - Fidelity Large 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 121 575 8,32 4 729 −22,50
2025-05-30 NP Victory Variable Insurance Funds II - Victory Pioneer Fund VCT Portfolio Class II 16 351 708
2025-08-11 13F Brown Brothers Harriman & Co 500 24
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth 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 116 686 24,25 4 539 −11,10
2025-08-07 13F Amica Mutual Insurance Co 120 707 48,21 6 66,67
2025-07-11 13F International Private Wealth Advisors LLC 7 372 354
2025-08-12 13F Tradition Wealth Management, LLC 7 590 4,47 364 15,92
2025-08-14 13F Jane Street Group, Llc Put 9 700 22,78 465 35,96
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 51 424 1,25 2 000 −27,56
2025-08-28 NP ADSIX - Disciplined Growth 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 9 118 437
2025-08-14 13F Susquehanna International Group, Llp Put 18 200 44,44 873 60,18
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 298 952 2,76 12 975 −11,07
2025-08-14 13F Jane Street Group, Llc 136 015 27,61 6 526 41,39
2025-08-14 13F Susquehanna International Group, Llp 304 968 31,06 14 632 45,23
2025-07-21 13F Cromwell Holdings LLC 10 0
2025-07-25 13F Stephens Consulting, LLC 1 0
2025-08-14 13F Susquehanna International Group, Llp Call 143 900 87,37 6 904 107,64
2025-07-22 NP GGUS - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 1 370 6,53 59 −7,81
2025-07-31 13F Quest Partners LLC 4 065 291,62 195 343,18
2025-08-14 13F UBS Group AG 289 215 20,52 13 877 33,55
2025-06-25 NP HDV - iShares Core High Dividend 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 204 793 0,39 7 966 −28,18
2025-06-26 NP FEQHX - Fidelity Hedged Equity Fund 1 565 31,29 61 −6,25
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 217 405 9,07 9 435 −5,61
2025-08-06 13F True Wealth Design, LLC 12 50,00 1
2025-08-13 13F California Public Employees Retirement System 205 802 1,32 9 874 12,28
2025-07-23 NP IEDAX - Voya Large Cap Value Fund Class A 238 731 27,63 10 361 10,45
2025-08-13 13F Walleye Trading LLC Call 7 800 69,57 374 87,94
2025-08-26 NP IWB - iShares Russell 1000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 78 882 0,65 3 785 11,52
2025-06-24 NP JMOM - JPMorgan U.S. Momentum Factor ETF 21 862 3,03 850 −26,28
2025-08-11 13F Covestor Ltd 1 671 125,51 0
2025-08-18 13F Wolverine Trading, Llc Call 9 400 450
2025-08-14 13F SummitTX Capital, L.P. 9 761 72,15 468 91,02
2025-06-25 NP IMRFX - Columbia Global Opportunities Fund Class A 3 687 18,59 143 −15,38
2025-08-25 NP PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 48 200 0,42 2 313 11,26
2025-08-26 NP TRMCX - T. Rowe Price Mid-Cap Value 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 3 914 689 16,46 187 827 29,04
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 64 946 0,15 2 819 −13,35
2025-08-14 13F Aster Capital Management (DIFC) Ltd 1 088 52
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 2 481 854,23 119 981,82
2025-08-14 13F Principia Wealth Advisory, LLC 31 342,86 1
2025-08-07 13F Amica Retiree Medical Trust 10 922 44,36 1
2025-07-24 NP FEIAX - Fidelity Advisor Equity Income Fund Class A This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 140 000 6 076
2025-08-14 13F Wells Fargo & Company/mn 67 995 0,11 3 262 10,95
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 70 317 7,06 3 374 18,64
2025-08-11 13F Citigroup Inc 367 851 2,47 17 650 13,55
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 478 5,75 19 −25,00
2025-08-13 13F PineBridge Investments, L.P. 4 319 207
2025-08-14 13F Teza Capital Management LLC 8 059 2,38 387 13,53
2025-08-26 NP FDL - First Trust Morningstar Dividend Leaders Index 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 140 985 6 764
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 8 152 48,98 391 65,68
2025-08-14 13F Weiss Asset Management LP 55 430 2 660
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 3 787 36,17 147 −2,65
2025-03-25 NP PEQIX - Pioneer Equity Income Fund : Class A 142 115 7 727
2025-08-14 13F Ubs Asset Management Americas Inc 454 289 90,65 21 797 111,26
2025-07-18 13F Consolidated Planning Corp 16 240 779
2025-05-05 13F Lindbrook Capital, Llc 1 820 79
2025-07-16 13F Evergreen Private Wealth LLC 42 2
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 5 953 6,95 286 18,26
2025-08-01 13F First National Trust Co 57 194 62,46 2 744 80,05
2025-08-14 13F Sciencast Management LP 11 100 533
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 45 2
2025-08-14 13F Fmr Llc 11 265 332 1,72 540 511 12,71
2025-08-13 13F Mackenzie Financial Corp 29 826 24,60 1 430 38,03
2025-08-08 13F Larson Financial Group LLC 23 109,09 1
2025-08-26 NP IWS - iShares Russell Mid-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 129 779 841,25 6 227 942,88
2025-08-28 NP TPSC - Timothy Plan US Small Cap Core ETF 9 743 24,05 467 37,35
2025-07-23 13F Klp Kapitalforvaltning As 18 700 8,72 897 20,56
2025-08-04 13F Quaker Wealth Management, LLC 6 0
2025-07-22 13F Gsa Capital Partners Llp 7 992 0
2025-08-18 13F/A National Bank Of Canada /fi/ 11 656 3,68 559 15,02
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 23 805 0,53 1 033 −12,97
2025-08-13 13F Victory Capital Management Inc 1 914 491 16,43 91 857 29,01
2025-08-07 13F Parkside Financial Bank & Trust 45 2
2025-08-12 13F Argent Trust Co 46 716 2,62 2 241 13,70
2025-06-26 NP FLPSX - Fidelity Low-Priced 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 2 915 781 13,30 113 424 −18,93
2025-07-31 13F State of New Jersey Common Pension Fund D 43 649 11,10 2 094 23,10
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 33 373 26,54 1 298 −9,42
2025-07-15 13F Public Employees Retirement System Of Ohio 36 048 0,26 1 730 11,12
2025-06-24 NP SWLGX - Schwab U.S. Large-Cap Growth 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 11 776 3,46 458 −25,89
2025-06-26 NP FHOFX - Fidelity Series Large 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 6 800 22,10 265 −12,58
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 8 910 11,50 387 −3,50
2025-06-27 NP SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 2 481 86,82 97 33,33
2025-07-15 13F Td Private Client Wealth Llc 77 839 8,25 3 735 19,95
2025-08-07 13F Future Fund LLC 11 684 20,68 561 33,65
2025-08-18 13F/A Kestra Investment Management, LLC 2 962 324,36 142 373,33
2025-08-12 13F American Century Companies Inc 26 097 166,98 1 252 195,98
2025-08-13 13F Capital Fund Management S.a. Call 21 700 1 041
2025-08-13 13F Capital Fund Management S.a. Put 36 600 136,13 1 756 161,70
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 4 775 1,92 186 −27,17
2025-06-26 NP CAMMX - Cambiar Smid Fund Investor Class Shares 36 910 1 436
2025-04-25 NP VFMO - Vanguard U.S. Momentum Factor ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 32 432 30,51 1 626 12,68
2025-07-18 13F Truist Financial Corp 25 191 1,21 1 209 12,16
2025-08-20 NP RUSC - U.S. Small Cap Equity Active ETF 801 38
2025-06-26 NP ASGTX - Transamerica Small Cap Growth A 37 320 27,39 1 452 −8,86
2025-06-25 NP FNX - First Trust Mid Cap Core AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 18 615 6,02 724 −24,11
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12 247 12,99 476 −19,19
2025-08-01 13F Envestnet Asset Management Inc 302 439 5,17 14 511 16,54
2025-07-14 13F GAMMA Investing LLC 918 57,19 44 76,00
2025-08-28 NP SPGIX - Simt Large Cap Growth Fund Class I 15 999 768
2025-08-14 13F Balyasny Asset Management Llc 714 977 34 305
2025-08-15 NP Royce Value Trust Inc 147 384 25,80 7 071 39,41
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 839 637 12,40 36 440 −2,72
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 42 482 5,02 2 038 16,39
2025-07-28 13F Td Asset Management Inc 182 132 0,56 8 739 11,43
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 6 279 273
2025-08-12 13F Charles Schwab Investment Management Inc 1 033 578 1,81 49 591 12,81
2025-08-14 13F Aqr Capital Management Llc 63 782 407,70 3 060 463,54
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 15 773 10,91 614 −20,70
2025-08-07 13F Freemont Management S.A. 102 800 30,62 4 932 44,76
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 18 097 16,07 704 −17,00
2025-08-14 13F Brevan Howard Capital Management LP 30 644 1 470
2025-07-16 13F Signaturefd, Llc 467 71,06 22 100,00
2025-07-22 13F HFM Investment Advisors, LLC 4 300,00 0
2025-08-12 13F Dimensional Fund Advisors Lp 1 518 519 14,85 72 857 27,27
2025-07-25 13F Cwm, Llc 22 726 16,20 1
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 212 807 16,40 8 278 −16,71
2025-07-25 13F Sequoia Financial Advisors, LLC 4 405 211
2025-08-14 13F Soros Fund Management Llc 160 750 20,01 7 713 32,97
2025-07-30 13F LifeWealth Investments, LLC 9 498 456
2025-08-13 13F Russell Investments Group, Ltd. 115 962 27,38 5 564 41,16
2025-08-19 NP RIFBX - U.S. Small Cap Equity Fund 6 576 69,05 316 87,50
2025-06-27 NP PKW - Invesco BuyBack Achievers 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 51 322 1 996
2025-08-13 13F Arizona State Retirement System 26 236 1,10 1 259 12,02
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 1 470 50,00 57 7,55
2025-07-15 13F Fortitude Family Office, LLC 12 1
2025-06-26 NP FSMDX - Fidelity Mid Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 381 017 10,37 14 822 −21,03
2025-06-26 NP DFQTX - U.s. Core Equity 2 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 62 247 18,77 2 421 −15,02
2025-08-04 13F AMG National Trust Bank 43 947 2 109
2025-08-29 NP DON - WisdomTree U.S. MidCap Dividend Fund N/A 286 762 0,93 13 759 11,84
2025-06-26 NP FLKSX - Fidelity Low-Priced Stock K6 Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 488 907 19,40 19 018 −14,57
2025-08-15 13F Tower Research Capital LLC (TRC) 1 943 30,23 93 45,31
2025-08-28 NP SSGSX - Victory Sycamore Small Company Opportunity Fund Class A 1 360 000 23,64 65 253 37,00
2025-08-12 13F Bokf, Na 212 282 234,44 10 185 270,63
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 242 229 24,43 9 423 −10,98
2025-06-26 NP ISCV - iShares Morningstar Small-Cap Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 17 642 5,10 686 −24,78
2025-07-09 13F Massmutual Trust Co Fsb/adv 22 1
2025-08-14 13F Treasurer of the State of North Carolina 51 357 2,55 2 0,00
2025-07-29 NP EBI - Longview Advantage ETF 2 058 6 996,55 89 8 800,00
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 20 484 5,77 797 −24,33
2025-06-26 NP DFSTX - U.s. Small 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 253 153 48,55 9 848 6,28
2025-08-12 13F Deutsche Bank Ag\ 24 125 36,19 1 158 50,85
2025-06-26 NP CAMSX - Cambiar Small Cap Fund Investor Class Shares 21 290 828
2025-07-25 13F Gw Henssler & Associates Ltd 307 869 14 772
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 25 849 6,29 1 240 17,76
2025-06-17 NP COMMERCE FUNDS - The MidCap Value Fund Shares 9 690 12,28 377 −19,83
2025-06-30 NP RFISX - Ranger Small Cap Fund Institutional Class 12 895 54,06 502 10,11
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 3 096 20,23 149 33,33
2025-07-28 NP VCGAX - Growth & Income Fund 7 255 232,65 315 188,07
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 16 393 6,17 711 −8,14
2025-07-22 NP JUST - Goldman Sachs JUST U.S. Large Cap Equity ETF 1 488 1,50 65 −12,33
2025-08-06 13F Rialto Wealth Management, LLC 3 0
2025-08-11 13F TD Waterhouse Canada Inc. 1 924 0,05 94 10,71
2025-08-11 13F Symphony Financial, Ltd. Co. 14 826 711
2025-08-14 13F State Street Corp 2 108 229 9,35 101 153 21,17
2025-08-14 13F Macquarie Group Ltd 188 524 49,74 9 045 65,93
2025-06-18 NP REBYX - U.S. Small Cap Equity Fund Class Y 22 221 64,26 864 17,55
2025-08-28 NP KCE - SPDR(R) S&P Capital Markets 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 180 372 3,59 8 654 14,79
2025-06-26 NP FAFDX - Fidelity Advisor Financial Services Fund Class A This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 136 252 76,15 5 300 26,04
2025-08-14 13F Ilex Capital Partners (UK) LLP 5 847 281
2025-08-27 NP OASGX - Optimum Small-mid Cap Growth Fund Class A 141 696 12,55 6 799 24,71
2025-08-04 13F Hantz Financial Services, Inc. 10 233,33 0
2025-06-18 NP RTSSX - Tax-Managed U.S. Mid & Small Cap Fund Class S 9 453 368
2025-08-14 13F Globeflex Capital L P 33 2
2025-03-28 NP AMECX - INCOME FUND OF AMERICA Class A 680 544 659,48 37 001 679,30
2025-07-17 13F Paradigm Financial Partners, Llc 4 640 223
2025-08-18 NP PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 3 142 151
2025-08-12 13F Calton & Associates, Inc. 31 411 22,10 832 15,72
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 17 431 8,73 757 −5,85
2025-05-30 NP Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I 20 148 872
2025-07-14 13F Oliver Luxxe Assets LLC 46 592 1,12 2 235 12,03
2025-08-12 13F Steward Partners Investment Advisory, Llc 1 265 2,93 61 13,21
2025-08-11 13F Absolute Gestao de Investimentos Ltda. 4 594 220
2025-08-13 13F Norges Bank 1 386 969 66 547
2025-07-08 13F Parallel Advisors, LLC 1 771 170,80 85 200,00
2025-07-28 NP VCULX - Growth Fund 1 506 65
2025-08-11 13F Royce & Associates Lp 910 174 7,36 43 670 18,96
2025-08-28 NP ONEY - SPDR Russell 1000 Yield Focus ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 33 000 1 583
2025-08-14 13F Tudor Investment Corp Et Al Call 9 900 475
2025-07-28 NP AVUS - Avantis U.S. 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 11 345 2 729,18 492 2 360,00
2025-07-17 13F DiNuzzo Private Wealth, Inc. 7 16,67 0
2025-08-13 13F State Board Of Administration Of Florida Retirement System 117 930 1,13 5 658 12,06
2025-06-26 NP FDMLX - Fidelity Series Intrinsic Opportunities 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 465 322 16,53 18 101 −16,62
2025-07-25 13F Hemington Wealth Management 54 20,00 0
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 5 081 16,67 221 0,92
2025-06-27 NP BIVIX - Invenomic Fund Institutional Class shares 84 788 3 298
2025-07-14 13F Park Avenue Securities Llc 6 393 0
2025-08-29 NP DHS - WisdomTree U.S. High Dividend Fund N/A 52 411 3,57 2 515 14,74
2025-08-25 NP ARGFX - Ariel Fund Investor Class 2 003 208 6,71 96 114 18,24
2025-08-13 13F MetLife Investment Management, LLC 288 554 4 391,11 13 845 4 879,86
2025-08-04 13F Keybank National Association/oh 9 600 7,79 461 19,48
2025-08-19 13F Ranger Investment Management, L.P. 505 385 43,48 24 248 58,99
2025-08-25 NP MMBUX - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 12 070 1,09 579 11,99
2025-08-14 13F Jain Global LLC 33 902 1 627
2025-08-11 13F Vanguard Group Inc 10 935 547 2,60 524 688 13,69
2025-08-14 13F Ariel Investments, Llc 5 753 997 2,40 276 077 13,46
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 26 611 13,19 1 277 25,47
2025-08-29 NP STXK - Strive Small-Cap ETF 3 511 3,51 168 15,07
2025-08-19 13F State of Wyoming 799 38
2025-08-27 NP TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund Short −235 −11
2025-07-07 13F Versant Capital Management, Inc 56 3
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 57 326 5,00 2 751 16,38
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 1 491 3,04 72 14,52
2025-08-07 13F Allworth Financial LP 292 63,13 14 100,00
2025-08-26 NP IRMAX - Voya RussellTM Mid Cap Index Portfolio Class ADV 8 980 2,22 431 13,16
2025-08-08 13F SG Americas Securities, LLC 34 100 2
2025-08-12 13F Pathstone Holdings, LLC 8 701 417
2025-08-11 13F Frank, Rimerman Advisors LLC 16 087 772
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 35 816 12,29 1 393 −19,67
2025-08-14 13F Susquehanna Portfolio Strategies, LLC 218 412 10 479
2025-08-08 13F King Wealth 4 500 0
2025-08-27 NP Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 1 012 388,89 49 500,00
2025-05-30 NP PRISX - T. Rowe Price Financial Services 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 192 000 40,87 8 314 18,49
2025-08-13 13F Walleye Capital LLC Call 4 900 22,50 235 35,84
2025-08-28 NP GMLGX - GuideMark(R) Large Cap Core Fund Service Shares 22 248 1 067
2025-06-26 NP FCPVX - Fidelity Small Cap Value 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 1 519 300 15,16 59 101 −17,61
2025-06-26 NP PBAIX - Blackrock Tactical Opportunities Fund Institutional This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3 244 126
2025-07-28 13F Moran Wealth Management, LLC 54 000 2 591
2025-07-30 13F Bleakley Financial Group, LLC 11 439 5,41 549 16,84
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 616 593 0,47 26 760 −13,05
2025-08-05 13F Huntington National Bank 61 6 000,00 3
2025-06-20 NP JMID - Janus Henderson Mid Cap Growth Alpha ETF 6 238 14,61 243 −17,97
2025-08-12 13F Prudential Financial Inc 7 102 62,44 369 61,14
2025-08-14 13F Stifel Financial Corp 123 688 29,51 5 935 43,51
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 2 762 268 3,33 132 534 14,50
2025-08-26 NP EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 5 826 984,92 280 1 113,04
2025-08-28 NP ONEV - SPDR Russell 1000 Low Volatility 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 14 308 686
2025-08-12 13F O'shaughnessy Asset Management, Llc 6 545 314
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 163 109 8,84 7 079 −5,82
2025-08-08 13F Creative Planning 14 337 23,51 688 36,85
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 3 630 905 7,44 174 211 19,05
2025-08-15 NP PENNX - Royce Pennsylvania Mutual Fund Investment Class 114 425 15,94 5 490 28,48
2025-08-15 13F Captrust Financial Advisors 10 352 497
2025-08-01 13F Logan Capital Management Inc 57 1,79 3 0,00
2025-08-29 NP JAGWX - Mid Value Trust NAV 152 230 16,29 7 304 28,87
2025-06-25 NP ISCB - iShares Morningstar Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4 499 5,24 175 −24,57
2025-08-14 13F Millennium Management Llc 65 376 3 137
2025-08-12 13F Laurel Wealth Advisors LLC 5 758 4 698,33 0 −100,00
2025-07-21 13F Greenwood Capital Associates Llc 19 710 946
2025-07-28 13F Callahan Advisors, LLC 58 960 2,01 2 829 13,03
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 133 365 2,56 6 399 13,64
2025-08-13 13F SageView Advisory Group, LLC 3 711 202
2025-07-22 NP GUSA - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2 971 0,13 129 −13,51
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 3 187 124
2025-07-17 13F Janney Montgomery Scott LLC 57 212 0,20 3 0,00
2025-08-05 13F Cambiar Investors Llc 162 513 7 797
2025-08-14 13F FIL Ltd 553 643 44,29 26 564 59,88
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 2 0
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 1 023 0
2025-06-26 NP DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 57 502 4,64 2 237 −25,14
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 8 289 1,92 360 −11,79
2025-06-25 NP DVY - iShares Select Dividend 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 2 460 962 4,75 95 731 −25,05
2025-08-14 13F/A Barclays Plc 55 929 50,19 3 100,00
2025-08-07 13F Hennion & Walsh Asset Management, Inc. 11 826 89,95 567 110,78
2025-08-22 NP BTAL - AGFiQ U.S. Market Neutral Anti-Beta Fund Short −31 396 −3,75 −1 506 6,66
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 4 995 12,70 194 −19,17
2025-07-09 13F Gilman Hill Asset Management, LLC 14 090 14,18 676 26,59
2025-08-12 13F Manchester Capital Management LLC 366 18
2025-08-14 13F Price T Rowe Associates Inc /md/ 6 923 540 13,52 332 25,76
2025-08-14 13F Ancora Advisors, LLC 400 19
2025-08-26 NP IWD - iShares Russell 1000 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 197 076 1 034,84 9 456 1 158,99
2025-08-07 13F Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 458 22
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 2 368 2,16 92 −26,98
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 1 745 176 0,92 83 734 11,83
2025-07-24 NP FIDSX - Financial Services Portfolio 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 219 792 71,06 9 539 48,04
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 18 134 32,88 870 47,46
2025-07-21 13F Hilltop National Bank 7 441 27,63 357 19,00
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F Crawford Investment Counsel Inc 373 731 2,38 17 932 13,45
2025-08-13 13F Northwestern Mutual Wealth Management Co 7 886 13,01 378 25,17
2025-08-12 13F MAI Capital Management 516 2,18 25 14,29
2025-08-12 13F Legal & General Group Plc 100 397 3,29 4 817 14,47
2025-09-04 13F/A Advisor Group Holdings, Inc. 38 415 348,15 1 728 365,77
2025-08-13 13F Mount Yale Investment Advisors, LLC 224 11
2025-08-26 NP TMSL - T. Rowe Price Small-Mid Cap ETF 81 994 74,20 3 934 93,03
2025-08-01 13F GoalVest Advisory LLC 100 5
2025-08-06 13F AE Wealth Management LLC 338 550 16 244
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 208 567 0,66 9 052 −12,89
2025-08-27 NP BBVLX - Bridge Builder Large Cap Value Fund 3 802 1 110,83 182 1 300,00
2025-08-13 13F ExodusPoint Capital Management, LP 134 299 6
2025-08-27 13F/A Brinker Capital Investments, LLC 26 242 12,27 1 259 24,41
2025-04-29 13F Hm Payson & Co 2 057 861,21 89 709,09
2025-07-14 13F AdvisorNet Financial, Inc 12 71,43 1
2025-05-30 NP PIODX - Victory Pioneer Fund Class A 968 328 41 929
2025-08-13 13F Natixis Advisors, L.p. 28 068 0,32 1 0,00
2025-07-22 13F O'Keefe Stevens Advisory, Inc. 218 890 1,78 10 502 12,78
2025-07-29 NP FFND - The Future Fund Active ETF 11 352 29,41 493 12,07
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 3 573 216,47 171 297,67
2025-08-07 13F Illinois Municipal Retirement Fund 63 652 350,00 3 054 399,02
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 3 434 10,63 149 −3,87
2025-08-11 13F HighTower Advisors, LLC 40 245 0,53 1 931 11,37
2025-08-05 13F Crestwood Advisors Group LLC 183 624 1,36 8 810 12,32
2025-08-05 13F Prosperity Consulting Group, LLC 6 249 24,78 300 38,43
2025-08-26 NP EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 2 728 1 051,05 131 1 200,00
2025-08-27 NP VISVX - Vanguard Small-Cap Value 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 1 762 732 1,75 84 576 12,75
2025-07-29 13F Lesa Sroufe & Co 52 619 3,07 3 0,00
2025-08-14 13F Goldman Sachs Group Inc 840 129 10,56 40 309 22,51
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 14 426 1 723,77 692 1 935,29
2025-08-14 13F Alliancebernstein L.p. 201 384 424,26 9 662 481,00
2025-08-29 NP EZM - WisdomTree U.S. MidCap Fund N/A 14 595 5,75 700 17,25
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 34 149 11,67 1 328 −20,10
2025-08-12 13F Advisors Asset Management, Inc. 5 045 14,45 242 27,37
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 386 524 3,44 18 545 14,62
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 3 781 8,37 164 −5,75
2025-08-08 13F TD Capital Management LLC 505 24
2025-08-14 13F Citadel Advisors Llc Call 72 700 13,42 3 488 25,69
2025-08-14 13F Citadel Advisors Llc 136 447 2 637,70 6 547 2 944,65
2025-07-24 NP FEQTX - Fidelity Equity Dividend Income Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 430 200 18 671
2025-07-28 13F Harbour Investments, Inc. 292 0,34 14 16,67
2025-08-26 NP EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 7 239 1 599,30 347 1 827,78
2025-08-04 13F Great Lakes Retirement, Inc. 22 195 6,16 1 065 17,57
2025-08-14 13F/A Skopos Labs, Inc. 349 85,64 17 100,00
2025-08-14 13F Wellington Management Group Llp 12 924 34,12 620 48,68
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 6 179 4,71 240 −25,00
2025-08-13 13F Capital Fund Management S.a. 75 198 91,66 3 608 112,49
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 2 517 2,86 121 14,29
2025-07-28 NP AVLC - Avantis U.S. Large Cap Equity ETF 1 743 67,76 76 44,23
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 33 752 2,20 1 313 −26,91
2025-07-25 13F Richardson Financial Services Inc. 875 9,38 43 23,53
2025-08-14 13F Ameriprise Financial Inc 1 692 085 0,07 81 186 10,89
2025-07-29 NP JMVNX - Mid Value Fund Class NAV 343 976 61,26 14 929 39,57
Other Listings
GB:0UB6
DE:69Q
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