LFST / LifeStance Health Group, Inc. - Institutionellt ägande - Köpare

LifeStance Health Group, Inc.
US ˙ NasdaqGS ˙ US53228F1012

Institutionellt ägande och fondägande - Köpare

Större innehavare som har öppnat nya positioner i LifeStance Health Group, Inc. inkluderar BDSIX - BlackRock Advantage Small Cap Core Fund Institutional Shares, TISEX - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class, Atom Investors LP, Alberta Investment Management Corp, Campbell & CO Investment Adviser LLC, Readystate Asset Management Lp, PCSGX - PACE Small/Medium Co Growth Equity Investments Class P, Axq Capital, Lp, Engineers Gate Manager LP, BOGIX - Bogle Investment Management Small Cap Growth Fund, CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class, Los Angeles Capital Management Llc, Zacks Investment Management, SWSCX - Schwab Small-Cap Equity Fund, Two Sigma Securities, Llc, Zacks Trust - Zacks Small-Cap Core Fund Investor Class Shares, Inceptionr Llc, Axa S.a., Css Llc/il, och NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I .

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
(%)
2025-06-25 NP GSATX - Goldman Sachs Small Cap Value Insights Fund Class A 452 721 12,55 2 974 −7,21
2025-08-13 13F Victory Capital Management Inc 530 671 43,19 2 744 11,14
2025-08-14 13F Royal Bank Of Canada 139 777 98,98 722 54,27
2025-07-29 NP BOGIX - Bogle Investment Management Small Cap Growth Fund 56 190 334
2025-08-07 13F Los Angeles Capital Management Llc 42 333 219
2025-08-11 13F Covestor Ltd 10 653 6 203,55 0
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 6 022 19,18 36 −10,26
2025-06-18 NP RSEAX - U.S. Strategic Equity Fund Class A 21 000 138
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 64 947 305,79 427 235,43
2025-06-26 NP DFVEX - U.s. Vector 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 89 993 1 231,06 591 1 015,09
2025-08-14 13F Atom Investors LP 137 611 711
2025-08-25 NP EKG - First Trust Nasdaq Lux Digital Health Solutions 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 2 482 33,15 13 0,00
2025-08-14 13F Sei Investments Co 98 349 0,10 508 −22,32
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 800 60,00 5 66,67
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 7 917 47
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 14 398 3,82 95 −14,55
2025-07-30 13F Parcion Private Wealth LLC 2 352 921 0,00 12 165 −22,37
2025-08-12 13F Inceptionr Llc 28 088 145
2025-08-27 NP TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 0 −100,00 0 −100,00
2025-08-14 13F SummitTX Capital, L.P. 11 451 59
2025-08-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 93 731 485
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 37 695 19,10 248 −1,98
2025-08-13 13F Jones Financial Companies Lllp 183 1
2025-08-12 13F Neo Ivy Capital Management 49 582 256
2025-08-12 13F Aigen Investment Management, Lp 12 145 63
2025-07-28 NP VCSLX - Small Cap Index Fund 58 038 8,94 345 −17,11
2025-08-25 NP GONIX - Gotham Neutral Fund Institutional Class 4 725 37,63 24 9,09
2025-08-26 NP Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF 2 840 15
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 1 410 363 2,43 9 266 −15,56
2025-08-14 13F Graham Capital Management, L.P. 125 039 69,59 646 31,57
2025-08-14 13F Citadel Advisors Llc 1 415 301 47,34 7 317 14,38
2025-07-29 NP BPLSX - Boston Partners Long/Short Equity Fund INSTITUTIONAL Short −45 054 13,37 −268 −13,59
2025-08-14 13F Citadel Advisors Llc Call 307 600 82,99 1 590 42,09
2025-06-26 NP FAPNX - Fidelity Healthy Future Fund Fidelity Advisor Healthy Future Fund: Class Z 13 483 13,05 89 −7,37
2025-06-18 NP REBYX - U.S. Small Cap Equity Fund Class Y 25 164 165
2025-08-14 13F/A Barclays Plc 2 008 865 40,76 10 11,11
2025-08-13 13F Hsbc Holdings Plc 148 085 32,00 751 0,94
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 18 534 7,69 122 −11,68
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 15 852 2,58 104 −15,45
2025-08-06 13F Fox Run Management, L.l.c. 51 653 19,01 267 −7,61
2025-08-26 NP EHLS - Even Herd Long Short ETF Short −36 878 −191
2025-08-28 NP BUYO - KraneShares Man Buyout Beta Index ETF 2 633 14
2025-08-08 13F/A Sterling Capital Management LLC 1 768 28,96 9 0,00
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 22 824 136
2025-08-12 13F Proequities, Inc. 0 0
2025-08-28 NP DTSGX - Small Company Growth Portfolio Investment Class 663 3
2025-08-27 NP VSTCX - Vanguard Strategic Small-Cap Equity Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 461 794 141,91 2 387 87,80
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 15 284 24,39 79 −2,47
2025-08-08 13F Pnc Financial Services Group, Inc. 1 661 3 033,96 9
2025-08-08 13F SBI Securities Co., Ltd. 24 380,00 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 12 190 23,69 63 −3,08
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 50 0
2025-08-14 13F Ubs Asset Management Americas Inc 2 953 871 379,80 15 272 272,46
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 25 810 7,93 133 −16,35
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 87 460 731,92 575 591,57
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 698 876 9,40 4 151 −16,58
2025-07-29 13F Virginia Retirement Systems Et Al 139 500 122,49 721 72,90
2025-06-26 NP FCPGX - Fidelity Small Cap Growth 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 3 329 902 13,86 21 877 −6,14
2025-07-31 13F Nisa Investment Advisors, Llc 1 934 164,21 10 125,00
2025-06-27 NP PCSGX - PACE Small/Medium Co Growth Equity Investments Class P 68 200 448
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 3 176 350 3,00 18 868 −21,46
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 7 345 38
2025-08-12 13F Dimensional Fund Advisors Lp 6 572 913 36,19 33 981 5,72
2025-07-28 NP HDG - ProShares Hedge Replication ETF 183 11,59 1 0,00
2025-07-30 13F Forum Financial Management, LP 15 764 5,25 82 −18,18
2025-07-15 13F Public Employees Retirement System Of Ohio 13 600 70
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 710 019 0,29 4 218 −23,54
2025-08-14 13F Qube Research & Technologies Ltd 2 455 027 90,46 12 692 47,86
2025-06-25 NP GCSIX - Goldman Sachs Small Cap Equity Insights Fund Institutional 257 198 7,45 1 690 −11,43
2025-08-13 13F Jump Financial, LLC 15 318 79
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 91 103 217,23 471 146,60
2025-08-15 13F Tower Research Capital LLC (TRC) 20 507 467,43 106 341,67
2025-07-24 13F IFP Advisors, Inc 223 1
2025-08-14 13F/A Skopos Labs, Inc. 169 125,33 1
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 104 100 2,66 538 −20,30
2025-08-08 13F Larson Financial Group LLC 96 0
2025-08-14 13F Aster Capital Management (DIFC) Ltd 14 423 75
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 241 838 2,42 1 437 −21,91
2025-08-28 NP Humankind Benefit Corp - Humankind US Stock ETF 1 066 6,18 6 −16,67
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 2 868 11,38 15 −17,65
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 220 543 2,61 1 140 −20,34
2025-08-06 13F Cornerstone Investment Partners, LLC 23 390 0,04 121 −22,58
2025-08-14 13F Balyasny Asset Management Llc 63 727 275,15 329 191,15
2025-08-14 13F Brevan Howard Capital Management LP 31 910 165
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 25 623 23,97 168 2,44
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 39 928 192,00 262 211,90
2025-08-14 13F State Street Corp 3 252 881 5,96 16 817 −17,74
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 346 876 2,49 2 279 −15,54
2025-08-12 13F Zacks Investment Management 39 295 203
2025-03-26 NP DFSVX - U.s. Small Cap 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 150 039 64,93 1 196 95,90
2025-08-14 13F Point72 Asia (Singapore) Pte. Ltd. 19 435 416,20 100 300,00
2025-07-16 13F Signaturefd, Llc 87 0
2025-08-01 13F Teacher Retirement System Of Texas 20 437 4,38 106 −19,23
2025-08-13 13F Mackenzie Financial Corp 246 843 22,84 1 276 −4,63
2025-08-14 13F Two Sigma Advisers, Lp 22 300 17,37 115 −8,73
2025-07-22 13F HFM Investment Advisors, LLC 19 137,50 0
2025-08-14 13F Bnp Paribas Arbitrage, Sa 293 034 1,56 1 515 −21,19
2025-08-29 NP STXK - Strive Small-Cap ETF 2 870 3,54 15 −22,22
2025-08-01 13F Envestnet Asset Management Inc 21 459 8,81 111 −16,03
2025-08-05 13F Bank of New York Mellon Corp 396 289 0,13 2 049 −22,28
2025-07-22 13F Bay Harbor Wealth Management, LLC 7 75,00 0
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 71 813 10,02 371 −14,52
2025-08-14 13F Verition Fund Management LLC 453 015 935,58 2 342 704,81
2025-08-14 13F Css Llc/il Call 20 000 103
2025-08-14 13F Polar Capital Holdings Plc 18 250 58,70 94 23,68
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 12 385 4,75 64 −17,95
2025-08-07 13F Readystate Asset Management Lp 71 789 371
2025-06-26 NP JHSC - John Hancock Multifactor Small Cap ETF 18 411 55,85 121 71,43
2025-08-14 13F Bayesian Capital Management, LP 10 000 52
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 566 100 107,41 3 719 70,99
2025-07-28 13F Td Asset Management Inc 150 790 780
2025-08-14 13F Raymond James Financial Inc 289 540 0,14 1 497 −22,29
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 33 402 12,20 173 −13,13
2025-08-14 13F UBS Group AG 1 065 170 131,91 5 507 80,05
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 182 790 7,34 1 086 −18,17
2025-08-13 13F Renaissance Technologies Llc 1 352 100 16,25 6 990 −9,76
2025-08-13 13F Walleye Capital LLC 44 112 228
2025-08-08 13F Keebeck Alpha, LP 38 207 198
2025-08-13 13F Walleye Capital LLC Put 10 000 52
2025-08-14 13F Adage Capital Partners Gp, L.l.c. 275 000 19,57 1 422 −7,18
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 49 721 25,10 257 −2,65
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 53 600 318
2025-06-26 NP FOCSX - Fidelity Small Cap Growth 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 1 614 508 25,29 10 607 3,29
2025-07-15 13F Fortitude Family Office, LLC 66 0
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 10 952 57
2025-08-14 13F Jacobs Levy Equity Management, Inc 2 109 162 77,10 10 904 37,49
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 67 521 39,79 444 15,36
2025-08-14 13F Prelude Capital Management, Llc 30 597 158
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 26 875 17,55 177 −3,30
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 364 542 21,51 2 165 −7,36
2025-08-27 NP FAEQX - PFM Multi-Manager Domestic Equity Fund Institutional Class 35 100 85,71 181 44,80
2025-08-19 13F State of Wyoming 86 629 31,45 448 2,05
2025-06-27 NP FESRX - First Eagle Small Cap Opportunity Fund Class R6 915 213 16,39 6 013 −4,05
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 59 458 5,17 391 −13,33
2025-08-14 13F Vident Advisory, LLC 21 732 12,69 112 −12,50
2025-05-28 NP QCSTRX - Stock Account Class R1 319 300 12 223,43 2 127 9 143,48
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 3 643 20,15 19 −10,00
2025-08-14 13F Schonfeld Strategic Advisors LLC 52 020 269
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 510 124 195,81 3 352 143,89
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 1 015 663 28,14 6 673 5,62
2025-06-26 NP TISEX - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 284 620 1 870
2025-08-07 13F Campbell & CO Investment Adviser LLC 100 486 520
2025-08-14 13F Point72 (DIFC) Ltd 16 509 85
2025-08-28 NP XHS - SPDR(R) S&P(R) Health Care Services 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 265 733 81,11 1 374 40,53
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 12 465 21,70 82 0,00
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 19 800 102
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 643 971 13,80 3 329 −11,65
2025-08-18 13F Wolverine Trading, Llc Call 753 700 39,55 3 882 7,27
2025-08-14 13F DRW Securities, LLC 16 403 85
2025-08-27 NP OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 21 983 50,19 114 16,49
2025-08-12 13F Jpmorgan Chase & Co 550 657 10,24 2 847 −14,43
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 18 365 88,63 121 55,84
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 5 965 15,53 39 −4,88
2025-08-08 13F Alberta Investment Management Corp 117 500 607
2025-08-13 13F Arizona State Retirement System 39 280 2,32 203 −20,39
2025-08-13 13F Russell Investments Group, Ltd. 254 147 210,05 1 314 140,92
2025-08-12 13F Prudential Financial Inc 17 065 68,63 88 31,34
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 76 408 0,13 454 −23,74
2025-06-26 NP FSSLX - Fidelity Series Small Cap Core Fund 768 165 26,68 5 047 4,43
2025-08-12 13F Franklin Resources Inc 96 013 233,94 496 159,69
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 6 550 6,16 34 −19,51
2025-08-08 13F Massachusetts Financial Services Co /ma/ 36 104 187
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 2 033 269 1,24 10 512 −21,41
2025-06-24 NP SWSCX - Schwab Small-Cap Equity 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 37 680 248
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 4 473 3,83 29 −14,71
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 311 1,97 2 −50,00
2025-08-14 13F Two Sigma Securities, Llc 34 598 179
2025-08-14 13F Comerica Bank 66 327 718,95 343 545,28
2025-08-19 NP RIFAX - U.S. Strategic Equity Fund 15 613 81
2025-07-24 13F Blair William & Co/il 13 487 70
2025-08-05 13F Corton Capital Inc. 26 655 97,68 138 53,93
2025-08-13 13F Kilter Group LLC 41 0
2025-08-27 NP VMNFX - Vanguard Market Neutral 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 115 718 104,68 598 59,04
2025-08-12 13F Axq Capital, Lp 66 262 343
2025-08-14 13F Axa S.a. 22 832 118
2025-08-14 13F Sunbelt Securities, Inc. 3 850 40,00 28 55,56
2025-08-13 13F Invesco Ltd. 176 177 7,17 911 −16,82
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 6 758 4,26 44 −13,73
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 1 247 0
2025-08-15 13F Morgan Stanley 5 525 270 5,58 28 566 −18,04
2025-08-14 13F Engineers Gate Manager LP 61 819 320
2025-08-12 13F Legal & General Group Plc 144 263 2,36 746 −20,58
2025-07-24 NP BDSIX - BlackRock Advantage Small Cap Core Fund Institutional Shares This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 442 774 2 630
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 6 587 4,66 34 −17,07
2025-07-29 NP Zacks Trust - Zacks Small-Cap Core Fund Investor Class Shares 34 020 202
2025-07-25 NP ISGDX - Columbia Integrated Small Cap Growth Fund Class A 7 464 44
2025-08-06 13F First Eagle Investment Management, LLC 1 210 966 22,05 6 261 −5,25
2025-06-27 NP RSSL - Global X Russell 2000 ETF 84 667 6,54 556 −12,16
2025-07-07 13F Park Edge Advisors, LLC 10 090 52
2025-08-12 13F Rhumbline Advisers 204 013 4,22 1 055 −19,11
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 517 101 55,32 3 397 28,04
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 24 998 0,99 164 −16,75
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 31 267 11,53 205 −8,07
2025-08-14 13F Ameriprise Financial Inc 78 164 302,02 404 213,18
2025-06-25 NP PQJCX - PGIM Jennison Small-Cap Core Equity Fund Class R6 15 174 21,29 100 0,00
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 408 4,88 3 −33,33
2025-08-29 NP LSMIX - Loomis Sayles Small/Mid Cap Growth Fund Institutional Class 307 080 25,39 1 588 −2,70
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 473 864 2,66 3 113 −15,36
2025-08-14 13F Price T Rowe Associates Inc /md/ 78 456 7,80 0
2025-08-14 13F Alliancebernstein L.p. 182 706 0,76 945 −21,79
2025-08-11 13F EntryPoint Capital, LLC 103 649 18,33 536 −8,23
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 29 966 60,37 197 32,43
2025-08-27 13F/A Squarepoint Ops LLC 1 360 054 259,13 7 031 178,79
2025-05-05 13F Lindbrook Capital, Llc 607 28,87 4 33,33
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 9 899 4,19 51 −19,05
2025-08-14 13F Point72 Asset Management, L.P. 1 924 400 0,02 9 949 −22,36
2025-08-14 13F Bank Of America Corp /de/ 1 767 051 280,08 9 136 195,06
2025-08-13 13F Loomis Sayles & Co L P 2 343 028 4,49 12 113 86 421,43
2025-08-28 NP USVM - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 516 738 44,82 2 672 12,42
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 38 481 1,62 253 −16,28
2025-07-24 13F Us Bancorp \de\ 36 918 16,39 191 −9,95
2025-08-13 13F Centiva Capital, LP 91 450 49,38 473 15,97
2025-08-13 13F Pictet Asset Management Holding SA 18 602 37,87 96 7,87
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 174 564 2,56 902 −20,39
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 76 294 34,12 394 4,23
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 581 502 23,49 3 820 1,79
2025-07-24 NP FSHCX - Health Care 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 3 353 059 5,84 19 917 −19,30
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 57 735 567,46 379 457,35
2025-08-14 13F Voya Investment Management Llc 37 356 1,08 193 −21,54
2025-08-14 13F Mercer Global Advisors Inc /adv Call 10 563 3
2025-08-26 NP FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF 4 876 25
2025-08-26 NP GSCYX - SMALL CAP EQUITY FUND Institutional 14 500 75
2025-08-14 13F T. Rowe Price Investment Management, Inc. 4 410 685 23
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 547 392 410,66 3 596 321,08
2025-08-11 13F Vanguard Group Inc 12 229 807 8,99 63 228 −15,39
2025-07-29 13F Private Wealth Management Group, LLC 540 3
2025-08-14 13F Gotham Asset Management, LLC 47 529 48,86 246 15,57
2025-08-22 13F Cim Investment Mangement Inc 24 734 100,76 156 89,02
2025-08-14 13F Oxford Asset Management Llp 92 750 5,09 480 −18,40
2025-08-26 13F/A Thrivent Financial For Lutherans 79 554 0,02 0
2025-08-12 13F Summit Global Investments 56 190 55,59 0
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