MGEE / MGE Energy, Inc. - Institutionellt ägande - Köpare

MGE Energy, Inc.
US ˙ NasdaqGS ˙ US55277P1049

Institutionellt ägande och fondägande - Köpare

Större innehavare som har öppnat nya positioner i MGE Energy, Inc. inkluderar XSMO - Invesco S&P SmallCap Momentum ETF, Kempen Capital Management N.v., BOGIX - Bogle Investment Management Small Cap Growth Fund, RMG Wealth Management LLC, Oak Wealth Advisors LLC, Glenmede Investment Management, LP, WSML - iShares MSCI World Small-Cap ETF, UCAGX - Cornerstone Aggressive Fund, Private Trust Co Na, Hantz Financial Services, Inc., Twin Peaks Wealth Advisors, LLC, FTKI - First Trust Small Cap BuyWrite Income ETF, Atlantic Trust, LLC, ETTOX - E*TRADE No Fee Total Market Index Fund, Annis Gardner Whiting Capital Advisors, LLC, och Rialto 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
(%)
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 6 048 4,55 547 5,20
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 1 797 5,58 162 6,58
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 1 142 9,60 101 4,17
2025-08-13 13F Mackenzie Financial Corp 2 553 6,82 226 1,35
2025-08-13 13F ExodusPoint Capital Management, LP 10 742 35,73 1
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 83 571 2,02 7 391 −2,93
2025-04-29 NP SVYAX - SIIT U.S. Managed Volatility Fund - Class A 2 154 82,70 198 61,48
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 26 868 1,03 2 376 −3,88
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 335 6,01 30 0,00
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 4 953 7,39 448 7,97
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 6 945 9,28 614 4,07
2025-07-28 NP XSLV - Invesco S&P SmallCap Low Volatility ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 28 650 17,42 2 588 1,69
2025-06-05 NP GTAPX - Quantitative U.S. Long/Short Equity Portfolio Short −4 940 −447
2025-05-20 NP RIFBX - U.S. Small Cap Equity Fund 0 −100,00 0 −100,00
2025-07-28 NP HDG - ProShares Hedge Replication ETF 48 11,63 4 33,33
2025-08-08 13F SG Americas Securities, LLC 5 657 58,50 0
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 1 577 12,88 142 10,94
2025-07-23 13F RMG Wealth Management LLC 4 514 387
2025-05-20 NP RIFAX - U.S. Strategic Equity Fund 0 −100,00 0 −100,00
2025-07-28 13F Harbour Investments, Inc. 69 820 3,77 6 175 −1,28
2025-08-01 13F Bessemer Group Inc 78 358,82 0
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 63 983 2,98 5 659 −2,03
2025-06-24 NP SFSNX - Schwab Fundamental US Small Company Index Fund Institutional Shares This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 16 998 1,21 1 537 1,79
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 10 147 0,58 914 −2,56
2025-08-26 NP NSCAX - Nuveen NWQ Small-Cap Value Fund - Class A This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 43 705 1,40 3 865 −3,52
2025-05-30 NP SVOAX - Simt Us Managed Volatility Fund Class F 1 236 26,64 115 25,27
2025-08-05 13F Bank Of Montreal /can/ 17 889 26,35 1 582 20,21
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 42 471 2,47 3 756 −2,49
2025-08-13 13F Bare Financial Services, Inc 79 259,09 7 200,00
2025-08-29 NP STXK - Strive Small-Cap ETF 1 116 3,24 99 −2,00
2025-08-06 13F Savant Capital, LLC 9 594 91,12 848 81,97
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 367 635 2,09 33 242 2,74
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 20 658 189,00 1 868 197,77
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 43 617 3,66 3 944 4,31
2025-08-12 13F Public Sector Pension Investment Board 124 551 8,52 11 015 3,24
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 52 202 6,08 4 715 4,38
2025-08-13 13F First Trust Advisors Lp 499 950 407,11 44 216 382,49
2025-08-14 13F ICW Investment Advisors LLC 8 869 1,26 784 −3,69
2025-08-14 13F Comerica Bank 16 702 37,32 1 477 30,71
2025-08-07 13F Kempen Capital Management N.v. 69 496 6 146
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 1 986 59,90 180 61,26
2025-08-12 13F Rhumbline Advisers 90 493 1,80 8 003 −3,15
2025-08-14 13F Smartleaf Asset Management LLC 1 326 19,14 117 12,62
2025-07-16 13F State of Alaska, Department of Revenue 21 747 8,39 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 4 769 5,56 431 6,42
2025-08-14 13F Vident Advisory, LLC 11 514 5,27 1 018 0,20
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 1 102 0,27 100 −1,00
2025-08-14 13F Royal London Asset Management Ltd 35 422 6,19 3 133 1,03
2025-08-11 13F Vanguard Group Inc 4 580 674 0,34 405 115 −4,54
2025-08-07 13F ProShare Advisors LLC 76 265 788,77 6 745 746,17
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Value Fund 6 744 29,32 596 23,14
2025-08-14 13F California State Teachers Retirement System 33 487 0,34 2 962 −4,55
2025-08-14 13F Tudor Investment Corp Et Al 80 734 112,11 7 140 101,81
2025-08-12 13F Legal & General Group Plc 210 602 2,93 18 626 −2,07
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 13 557 3,85 1 199 −1,24
2025-07-07 13F Versant Capital Management, Inc 329 0,61 29 −3,33
2025-07-29 13F Private Trust Co Na 505 45
2025-08-12 13F Inceptionr Llc 4 207 58,04 372 50,61
2025-08-13 13F Pictet Asset Management Holding SA 5 329 29,63 471 23,30
2025-08-07 13F Allworth Financial LP 1 518 2 430,00 134 2 580,00
2025-08-12 13F MAI Capital Management 155 520,00 14 550,00
2025-07-14 13F Caitlin John, LLC 10 369 105,29 917 95,52
2025-08-14 13F Alliancebernstein L.p. 40 415 0,04 3 574 −4,82
2025-07-22 NP GSSIX - Goldman Sachs Small Cap Value Fund Institutional 47 069 33,75 4 251 31,61
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 90 760 3,13 8 207 3,79
2025-08-13 13F Rsm Us Wealth Management Llc 2 631 3,54 233 −1,69
2025-07-23 13F Maryland State Retirement & Pension System 10 738 1,63 950 −3,36
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 1 172 133 1,73 103 663 −3,22
2025-07-28 NP PSCU - Invesco S&P SmallCap Utilities & Communication Services 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 7 386 4,60 667 2,93
2025-08-04 13F Amalgamated Bank 10 392 0,81 1
2025-08-14 13F Colony Group, LLC 2 324 1,44 206 −3,30
2025-08-07 13F Los Angeles Capital Management Llc 5 361 474
2025-08-11 13F Covestor Ltd 672 281,82 0
2025-08-26 NP IFRA - iShares U.S. Infrastructure 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 224 395 17,65 19 845 11,93
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 168 546 21,43 14 906 15,53
2025-08-14 13F Sei Investments Co 9 832 58,71 870 51,13
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 3 460 12,56 306 7,37
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 28 315 5,59 2 504 0,48
2025-06-25 NP DGRO - iShares Core Dividend Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 53 976 4,04 4 881 4,70
2025-06-27 NP RSSL - Global X Russell 2000 ETF 22 142 6,57 2 002 7,29
2025-07-29 NP BOGIX - Bogle Investment Management Small Cap Growth Fund 11 613 1 049
2025-06-25 NP FYC - First Trust Small 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 16 047 26,96 1 451 27,75
2025-06-25 NP DIVB - iShares U.S. Dividend and Buyback ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 644 22,43 58 23,40
2025-07-25 13F Oregon Public Employees Retirement Fund 8 393 1,21 742 −3,64
2025-07-31 13F State of New Jersey Common Pension Fund D 21 037 1,13 1 861 −3,78
2025-08-08 13F CWS Financial Advisors, LLC 2 577 0,12 228 −5,02
2025-06-18 NP REBYX - U.S. Small Cap Equity Fund Class Y 0 −100,00 0 −100,00
2025-08-28 NP TPSC - Timothy Plan US Small Cap Core ETF 6 616 38,87 585 32,35
2025-06-25 NP FUTY - Fidelity MSCI Utilities 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 46 597 2,55 4 213 3,21
2025-08-14 13F/A Skopos Labs, Inc. 17 88,89 2
2025-08-08 13F Cetera Investment Advisers 29 224 0,17 2 585 −4,68
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 13 008 32,97 1 150 26,51
2025-07-10 13F Exchange Traded Concepts, Llc 9 082 1,93 803 −3,02
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 4 0
2025-06-18 NP REUYX - Sustainable Equity Fund Class Y 0 −100,00 0 −100,00
2025-08-25 NP GONIX - Gotham Neutral Fund Institutional Class 147 764,71 13 1 200,00
2025-06-18 NP RSEAX - U.S. Strategic Equity Fund Class A 0 −100,00 0 −100,00
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 629 7,52 56 1,85
2025-08-12 13F CIBC Private Wealth Group, LLC 937 0,43 83 1,23
2025-08-15 13F Morgan Stanley 335 908 1,46 29 708 −3,47
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 9 830 5,20 869 0,12
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 6 694 1,67 592 −3,27
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 6 214 14,78 561 13,10
2025-08-01 13F Oarsman Capital, Inc. 4 525 1,57 400 −3,38
2025-08-08 13F/A Sterling Capital Management LLC 524 39,36 46 35,29
2025-08-13 13F New York State Common Retirement Fund 12 508 10,61 1 0,00
2025-08-07 13F Illinois Municipal Retirement Fund 19 610 7,50 1 734 2,30
2025-04-28 NP SIXS - 6 Meridian Small Cap Equity ETF 12 124 3,99 1 113 −8,48
2025-08-12 13F Entropy Technologies, LP 3 300 32,00 292 25,43
2025-08-14 13F Gotham Asset Management, LLC 8 399 743
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 7 106 19,39 643 20,22
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 92 19,48 8 33,33
2025-08-13 13F Arrowstreet Capital, Limited Partnership 22 348 184,33 1 976 170,68
2025-08-25 NP GARIX - Gotham Absolute Return Fund Institutional Class 1 185 105
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 4 658 41,80 421 39,53
2025-08-14 13F Glenmede Investment Management, LP 3 109 275
2025-08-14 13F Scientech Research LLC 2 443 216
2025-08-13 13F Jones Financial Companies Lllp 3 585 1 263,12 316 1 212,50
2025-08-14 13F Aquatic Capital Management LLC 10 530 4,66 931 −0,43
2025-08-07 13F Parkside Financial Bank & Trust 13 550,00 1
2025-07-30 NP OUSM - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF Shares 12 584 2,57 1 137 0,89
2025-07-24 13F IFP Advisors, Inc 938 3,65 83 −2,38
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 1 194 2,14 106 −2,78
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 8 230 6,03 728 0,83
2025-08-15 13F State of Tennessee, Treasury Department 10 622 21,06 939 15,21
2025-05-28 NP QWVOX - Clearwater Small Companies Fund 672 0,60 62 0,00
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 7 541 0,59 667 −4,31
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 4 0
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 563 053 2,13 49 796 −2,84
2025-07-29 13F Madison Wealth Partners, Inc 29 524 1,01 2 611 −3,90
2025-08-14 13F Citadel Advisors Llc 45 789 63,79 4 050 55,85
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 979 25,67 87 19,44
2025-08-15 NP Royce Value Trust Inc 24 922 16,44 2 204 10,81
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 113 10
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 16 512 1,71 1 493 2,40
2025-08-27 NP PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 32 500 0,78 2 874 −4,10
2025-06-26 NP SMMV - iShares Edge MSCI Min Vol USA Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5 748 3,03 520 3,59
2025-08-14 13F Ubs Asset Management Americas Inc 120 434 39,06 10 651 32,29
2025-08-11 13F Rothschild Investment Llc 55 120,00 5 100,00
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 12 847 11,51 1 162 12,17
2025-08-11 13F Regal Investment Advisors LLC 10 909 0,51 965 −4,37
2025-08-11 13F Royce & Associates Lp 24 922 16,44 2 204 10,81
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 7 125 1,12 630 −3,67
2025-08-14 13F Wells Fargo & Company/mn 29 424 4,61 2 602 −0,46
2025-08-14 13F Zimmer Partners, LP 490 43
2025-05-15 13F Texas Permanent School Fund 17 445 1 577
2025-08-12 13F LPL Financial LLC 25 092 3,24 2 219 −1,77
2025-08-05 13F Speece Thorson Capital Group Inc 112 160 2,36 10 −10,00
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 4 671 2,30 413 −2,59
2025-07-11 13F/A Umb Bank N A/mo 133 16,67 12 10,00
2025-08-27 NP Jnl Series Trust - Jnl/mellon Utilities Sector Fund (a) 18 001 17,57 1 592 11,88
2025-08-11 13F Wealthspire Advisors, LLC 4 866 0,12 430 −4,66
2025-08-11 NP CMEUX - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 10 492 4,17 928 −0,96
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 4 143 2,57 375 3,31
2025-08-14 13F Quantinno Capital Management LP 7 837 24,32 693 18,26
2025-08-13 13F Renaissance Technologies Llc 27 400 621,05 2 423 586,40
2025-08-14 13F Qube Research & Technologies Ltd 60 631 84,54 5 362 75,57
2025-08-04 13F Assetmark, Inc 4 0
2025-07-22 13F HFM Investment Advisors, LLC 2 100,00 0
2025-08-14 13F Brevan Howard Capital Management LP 3 969 351
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 154 3,36 14 0,00
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 10 831 2,28 979 2,94
2025-07-09 13F Harbor Capital Advisors, Inc. 92 19,48 0
2025-08-06 13F Rialto Wealth Management, LLC 1 0
2025-08-14 13F Royal Bank Of Canada 11 301 5,33 1 001 0,40
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 42 973 1,66 3 801 −3,28
2025-08-14 13F Xponance, Inc. 2 846 4,44 252 −0,79
2025-08-27 NP RYUIX - Utilities Fund Investor Class 892 40,92 79 34,48
2025-08-14 13F Verition Fund Management LLC 8 262 78,14 731 69,37
2025-09-04 13F/A Advisor Group Holdings, Inc. 31 499 84,38 2 786 75,44
2025-08-12 13F Bokf, Na 3 139 5,83 278 0,73
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 5 501 5,81 487 0,62
2025-07-15 13F Oak Wealth Advisors LLC 3 721 329
2025-08-13 13F Arizona State Retirement System 10 636 2,48 941 −2,49
2025-08-12 13F SRS Capital Advisors, Inc. 92 12,20 8 14,29
2025-07-10 13F Trust Point Inc. 6 561 60,65 580 53,03
2025-08-25 NP GENIX - Gotham Enhanced Return Fund Institutional Class 123 11
2025-08-08 13F Larson Financial Group LLC 44 83,33 4 50,00
2025-08-14 13F Price T Rowe Associates Inc /md/ 38 620 6,30 3 0,00
2025-08-14 13F Macquarie Group Ltd 18 015 25,51 1 593 19,42
2025-08-12 13F Trexquant Investment LP 12 524 1 108
2025-08-12 13F Prudential Financial Inc 37 609 6,47 3 326 1,31
2025-08-12 13F XTX Topco Ltd 6 192 88,09 548 78,76
2025-08-12 13F Steward Partners Investment Advisory, Llc 485 107,26 43 100,00
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 3 991 31,07 353 24,38
2025-05-28 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 6 099 27,62 567 26,06
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 17 071 1,54 1 510 −3,39
2025-08-15 13F Tower Research Capital LLC (TRC) 7 142 3 300,95 632 3 221,05
2025-08-14 13F Fmr Llc 4 515 6,36 399 1,27
2025-08-26 NP Profunds - Profund Vp Small-cap 84 2,44 7 0,00
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 5 657 1,98 500 −2,91
2025-08-01 13F Teacher Retirement System Of Texas 5 547 4,80 491 −0,41
2025-08-06 13F Resona Asset Management Co.,Ltd. 6 788 4,50 600 −0,50
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 74 460 7,12 6 585 1,92
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 1 913 6,28 169 1,20
2025-08-14 13F Mercer Global Advisors Inc /adv 12 895 4,44 1 140 −0,61
2025-07-15 13F Fortitude Family Office, LLC 34 3,03 3 0,00
2025-08-26 NP Profunds - Profund Vp Small-cap Value 303 1,00 27 −3,70
2025-08-26 NP FTHI - First Trust BuyWrite Income ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 38 778 2,31 3 430 −2,67
2025-08-14 13F Dark Forest Capital Management Lp 28 481 2 519
2025-07-24 13F CWM Advisors, LLC 4 452 20,06 394 14,24
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 52 1,96 5 0,00
2025-08-28 NP CBHAX - Victory Market Neutral Income Fund Class A 71 811 14,13 6 351 8,57
2025-08-14 13F Bnp Paribas Arbitrage, Sa 7 098 134,10 628 123,13
2025-08-26 NP Profunds - Profund Vp Small-cap Growth 520 3,17 46 −2,17
2025-08-26 NP FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF 2 277 1,47 201 −3,37
2025-08-20 NP ASMOX - AQR Small Cap Momentum Style Fund Class I 1 552 154,43 137 211,36
2025-08-04 13F Strs Ohio 11 900 3,48 1 052 −1,59
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 89 682 1,03 8 109 1,67
2025-08-08 13F Atlantic Trust, LLC 7 1
2025-08-14 13F Nebula Research & Development LLC 8 975 151,75 794 139,58
2025-07-17 13F ERn Financial, LLC 2 767 0,29 245 −4,69
2025-07-29 NP SIXL - 6 Meridian Low Beta Equity Strategy ETF 8 996 0,91 813 −0,73
2025-06-26 NP TSMOX - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 27 814 5,06 2 515 5,72
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 188 2,73 17 −5,88
2025-07-21 13F Hennessy Advisors Inc 15 279 62,91 1 351 55,11
2025-05-27 NP FTKI - First Trust Small Cap BuyWrite Income ETF 27 3
2025-08-27 NP VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4 965 21,81 439 36,34
2025-08-05 13F Bank of New York Mellon Corp 350 726 1,33 31 018 −3,60
2025-08-14 13F Van Eck Associates Corp 12 528 9,70 1 0,00
2025-08-27 NP BBTSX - Bridge Builder Tax Managed Small/Mid Cap Fund 9 629 89,44 852 80,30
2025-08-14 13F Voya Investment Management Llc 10 143 2,18 897 −2,71
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 10 179 8,95 920 9,65
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 2 602 7,08 230 2,22
2025-07-21 13F Tower View Investment Management & Research LLC 5 157 1,80 456 −2,98
2025-08-11 13F EntryPoint Capital, LLC 6 536 578
2025-08-26 13F/A Thrivent Financial For Lutherans 29 344 10,34 3 0,00
2025-08-11 NP CUSUX - Six Circles U.S. Unconstrained Equity Fund 8 799 80,53 778 143,89
2025-07-25 NP USCRX - Cornerstone Moderately Aggressive Fund 2 224 54,02 201 51,52
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 1 969 47,49 178 49,58
2025-08-04 13F Hantz Financial Services, Inc. 256 0
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 3 735 5,51 338 5,97
2025-07-08 13F Parallel Advisors, LLC 555 5,51 49 2,08
2025-08-13 13F Lido Advisors, LLC 11 926 177,09 1 055 163,50
2025-08-08 13F Geode Capital Management, Llc 912 735 1,76 80 737 −3,19
2025-08-08 13F Creative Planning 9 776 23,09 865 17,07
2025-08-13 13F Marshall Wace, Llp 118 819 57,19 10 508 49,56
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 305 59,69 28 58,82
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 830 7,93 73 2,82
2025-07-25 13F Yousif Capital Management, Llc 13 618 2,00 1 204 −2,98
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 11 046 0,45 998 −1,19
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 2 184 197
2025-08-12 13F J.w. Cole Advisors, Inc. 3 055 3,74 270 −1,10
2025-08-13 13F EverSource Wealth Advisors, LLC 300 2,74 27 −3,70
2025-06-30 NP XSMO - Invesco S&P SmallCap Momentum 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 105 631 9 551
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 182 943 9,58 16 523 7,84
2025-08-12 13F North Star Asset Management Inc 6 245 120,59 552 109,89
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 12 972 3,77 1 147 −1,29
2025-08-13 13F MetLife Investment Management, LLC 22 267 3,25 1 969 −1,75
2025-08-14 13F Aqr Capital Management Llc 13 796 66,72 1 220 58,65
2025-07-28 NP VCSLX - Small Cap Index Fund 15 499 11,30 1 400 9,47
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 526 47,34 47 39,39
2025-08-12 13F Advisors Asset Management, Inc. 12 692 20,95 1 122 15,08
2025-06-30 NP VT - Vanguard Total World Stock Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 22 668 8,33 2 050 8,99
2025-08-06 13F Commonwealth Equity Services, Llc 48 653 2,53 4 0,00
2025-08-08 13F Crossmark Global Holdings, Inc. 3 136 0,19 277 −4,48
2025-07-24 13F Us Bancorp \de\ 41 695 5,61 3 688 0,49
2025-08-14 13F Raymond James Financial Inc 11 418 42,17 1 010 35,25
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 197 564 0,11 17 844 −1,49
2025-07-23 13F Nbt Bank N A /ny 1 767 156
2025-07-25 NP UCAGX - Cornerstone Aggressive Fund 847 77
2025-08-13 13F Invesco Ltd. 238 747 14,27 21 115 8,71
2025-08-14 13F Capstone Investment Advisors, Llc 5 492 486
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 5 485 496
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Proequities, Inc. 0 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 3 122 30,57 276 24,32
2025-08-12 13F Franklin Resources Inc 5 195 0,76 459 −4,18
2025-07-28 13F New York State Teachers Retirement System 8 800 1,15 1
2025-07-29 NP EBI - Longview Advantage ETF 486 1 520,00 44 2 050,00
2025-05-29 NP CSF - VictoryShares US Discovery Enhanced Volatility Wtd ETF 1 025 4,59 95 3,26
2025-07-31 13F First Business Financial Services, Inc. 46 899 1,35 4 148 −3,58
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 87 3,57 8 0,00
2025-08-12 13F Summit Global Investments 11 969 1
Other Listings
DE:MG1
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