UHALB / U-Haul Holding Company - Series N - Institutionellt ägande - Köpare

U-Haul Holding Company - Series N
US ˙ NASDAQ
DENNA SYMBOL ÄR INTE LÄNGRE AKTIV

Institutionellt ägande och fondägande - Köpare

Större innehavare som har öppnat nya positioner i U-Haul Holding Company - Series N inkluderar MCVAX - Transamerica Mid Cap Value Opportunities A, Midwest Trust Co, Gamco Investors, Inc. Et Al, DRW Securities, LLC, Summit Trail Advisors, Llc, GCTIX - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional, Mount Yale Investment Advisors, LLC, VCULX - Growth Fund, Glenmede Investment Management, LP, BUYO - KraneShares Man Buyout Beta Index ETF, AVUQ - Avantis U.S. Quality ETF, Brown Brothers Harriman & Co, MAI Capital Management, ETTOX - E*TRADE No Fee Total Market Index Fund, Rialto Wealth Management, LLC, Cromwell Holdings LLC, Tortoise Investment Management, LLC, Quaker Wealth Management, LLC, American Capital Advisory, LLC, och LGT Financial Advisors LLC .

Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)		 Aktier Δ Aktier
(%)		 Rapporterat
värde
(1000 USD)		 Δ Värde
(%)		 Portföljallokering
(%)
2025-08-14 13F Citadel Advisors Llc 124 230 5,13 6 754 −3,42
2025-06-27 NP PRF - Invesco FTSE RAFI US 1000 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 24 729 14,56 1 355 −3,01
2025-07-28 NP AVLC - Avantis U.S. Large Cap Equity ETF 1 979 5,15 113 −2,61
2025-08-06 13F Commonwealth Equity Services, Llc 14 798 0,14 1
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 1 556 583 0,76 84 631 −7,43
2025-08-01 13F Envestnet Asset Management Inc 101 745 12,36 5 532 3,23
2025-08-25 NP LBWAX - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A 1 922 5,49 104 −2,80
2025-08-14 13F Bank Of America Corp /de/ 238 060 82,93 12 943 68,07
2025-07-10 13F Exchange Traded Concepts, Llc 8 184 173,80 445 152,27
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 4 189 7,36 230 −9,13
2025-08-13 13F Russell Investments Group, Ltd. 22 728 6,78 1 244 −1,11
2025-07-29 13F Nordea Investment Management Ab 7 313 0,47 393 −8,60
2025-07-21 13F Ashton Thomas Securities, Llc 36 858 5,01 2 005 −3,51
2025-06-25 NP ILCV - iShares Morningstar Large-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 2 042 0,39 112 −15,27
2025-07-31 13F Oppenheimer Asset Management Inc. 32 939 2,05 1 791 −6,28
2025-07-24 NP EUSA - iShares MSCI USA Equal Weighted ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 38 716 14,10 2 208 5,75
2025-08-13 13F Natixis 751 414,38 41 400,00
2025-08-13 13F Jones Financial Companies Lllp 1 334 83,49 74 73,81
2025-08-05 13F American Capital Advisory, LLC 5 0
2025-08-14 13F Millennium Management Llc 221 016 40,18 12 017 28,79
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 23 900 2,58 1 310 −13,20
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 20 1
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 2 797 13,38 153 −3,77
2025-08-13 13F Parkworth Wealth Management, Inc. 11 83,33 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 90 621 2,12 4 927 −6,17
2025-07-22 NP GUSA - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 3 492 0,17 199 −7,01
2025-08-12 13F Axq Capital, Lp 6 774 368
2025-07-25 NP FNDX - Schwab Fundamental U.S. Large Company Index ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 63 679 9,53 3 632 1,51
2025-07-17 13F Camelot Portfolios, LLC 9 504 517
2025-08-28 NP QWLD - SPDR MSCI World StrategicFactors ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 143 6,72 8 0,00
2025-08-14 13F UBS Group AG 198 546 9,28 10 795 0,39
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 354 385 4,44 19 268 −4,05
2025-08-13 13F ExodusPoint Capital Management, LP 70 287 220,65 4 200,00
2025-08-14 13F Voya Investment Management Llc 38 674 1,92 2 103 −6,37
2025-06-26 NP IIVAX - Transamerica Small/Mid Cap Value A 77 350 281,98 4 239 223,51
2025-08-12 13F DnB Asset Management AS 18 648 1 014
2025-08-04 13F Amalgamated Bank 6 102 1,80 0
2025-08-13 13F EverSource Wealth Advisors, LLC 1 505 1 306,54 82 1 250,00
2025-08-11 13F Bell Investment Advisors, Inc 176 5,39 10 0,00
2025-08-28 NP NZAC - SPDR MSCI ACWI Low Carbon Target ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 962 2,45 52 −5,45
2025-08-08 13F SBI Securities Co., Ltd. 45 25,00 2 0,00
2025-08-11 13F HighTower Advisors, LLC 4 896 27,60 266 17,18
2025-08-13 13F Orvieto Partners, L.P. 90 402 57,91 4 915 45,07
2025-08-14 13F Maven Securities LTD 12 542 8,02 682 −0,87
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 21 216 1,67 1 210 −5,76
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 24 821 5,92 1 360 −10,35
2025-08-07 13F Parkside Financial Bank & Trust 125 15,74 7 0,00
2025-08-14 13F Glenmede Investment Management, LP 234 13
2025-08-12 13F American Century Companies Inc 121 456 46,10 6 604 34,23
2025-08-28 NP TPLC - Timothy Plan US Large Cap Core ETF 20 438 49,22 1 111 37,16
2025-07-31 13F State of New Jersey Common Pension Fund D 34 232 0,51 1 861 −7,64
2025-08-08 13F/A Sterling Capital Management LLC 4 466 33,39 243 22,22
2025-05-14 13F Credit Agricole S A 3 812 0,03 226 −7,79
2025-08-04 13F Assetmark, Inc 69 245,00 4 200,00
2025-06-26 NP JHMM - John Hancock Multifactor Mid Cap ETF 72 270 0,15 3 960 −15,22
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 14 399 1,09 789 −14,43
2025-04-23 NP USXF - iShares ESG Advanced MSCI USA ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6 318 2,93 389 1,31
2025-05-29 NP CUHAX - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 826 27,86 49 17,07
2025-07-28 NP AVUQ - Avantis U.S. Quality ETF 135 8
2025-08-14 13F Nissay Asset Management Corp /japan/ /adv 12 641 2,80 687 −5,50
2025-07-30 13F Legacy Wealth Asset Management, LLC 9 322 0,47 507 −7,83
2025-08-13 13F Pictet Asset Management Holding SA 45 857 12,93 2 493 3,75
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 127 3,25 7 −14,29
2025-08-20 NP QMNIX - AQR Equity Market Neutral Fund Class I Short −43 735 103,58 −2 378 87,02
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 2 969 4,62 161 −3,59
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 44 190 2,15 2 422 −13,54
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 16 800 9,80 958 1,81
2025-08-13 13F Hsbc Holdings Plc 34 070 13,41 1 845 4,06
2025-08-19 NP LOGOX - Scharf Multi-Asset Opportunity Fund Institutional Class 17 092 2,70 929 −5,59
2025-07-29 NP CLSE - Convergence Long/Short Equity ETF Short −4 982 −23,58 −284 −29,18
2025-07-10 13F Mn Services Vermogensbeheer B.V. 35 900 4,06 2 −50,00
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 6 480 24,95 355 5,97
2025-07-23 13F Mraz, Amerine & Associates, Inc. 97 273 9,08 5 289 0,63
2025-08-14 13F Engineers Gate Manager LP 10 958 596
2025-07-29 NP EBI - Longview Advantage ETF 5 117 8 153,23 292 9 600,00
2025-08-12 13F Legal & General Group Plc 203 454 0,36 11 062 −7,80
2025-06-25 NP WMLIX - Wilmington Large-Cap Strategy Fund Class I Shares 717 4 117,65 39 3 800,00
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 52 371 6,45 2 987 −1,35
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 29 548 2,33 1 619 −13,38
2025-08-13 13F Gamco Investors, Inc. Et Al 87 768 4 772
2025-07-10 13F Swedbank AB 26 965 56,28 1 466 43,58
2025-07-22 13F HFM Investment Advisors, LLC 11 83,33 1
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 15 391 5,72 878 −2,12
2025-08-04 13F Hantz Financial Services, Inc. 18 350,00 0
2025-08-14 13F Summit Trail Advisors, Llc 9 228 502
2025-07-22 13F Bay Harbor Wealth Management, LLC 6 100,00 0
2025-08-13 13F Arrowstreet Capital, Limited Partnership 7 852 427
2025-08-13 13F Third Avenue Management Llc 259 510 3,86 14 110 −4,59
2025-08-27 NP BBTSX - Bridge Builder Tax Managed Small/Mid Cap Fund 16 763 72,23 911 58,43
2025-07-08 13F Nbc Securities, Inc. 350 32,08 0
2025-07-31 13F Ingalls & Snyder Llc 34 933 0,02 2 −50,00
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 23 728 4,91 1 300 −11,20
2025-08-08 13F Larson Financial Group LLC 10 11,11 1
2025-07-25 13F Sequoia Financial Advisors, LLC 5 164 6,67 281 −2,10
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 13 570 7,45 744 −9,06
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 117 965 2,45 6 414 −5,88
2025-08-13 13F Robotti Robert 19 100 11,70 1 038 2,67
2025-06-27 NP ESCQX - Embark Small Cap Equity Fund Retirement Class 262 903 32,26 14 407 11,96
2025-07-31 13F Asset Management One Co., Ltd. 40 163 8,53 2 184 −0,32
2025-07-28 NP MSLC - Morgan Stanley Pathway Large Cap Equity ETF 3 719 9,61 212 1,92
2025-08-14 13F Price T Rowe Associates Inc /md/ 71 759 2,61 4 −25,00
2025-06-23 NP PMPRX - MidCap Value Fund I R-3 1 808 2,67 99 −13,16
2025-06-26 NP IEDI - iShares Evolved U.S. Discretionary Spending 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 380 8,26 21 −9,09
2025-06-26 NP FCMVX - Fidelity Mid Cap Value 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 5 148 121,71 282 88,00
2025-08-12 13F Proequities, Inc. 0 0
2025-05-30 NP MFUS - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 455 9,38 27 0,00
2025-07-24 NP FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 550 363 2,05 31 393 −5,43
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 31 693 11,33 1 737 −5,75
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 246 402 3,25 13 503 −12,61
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 5 184 8,23 282 −0,71
2025-06-23 NP PPSFX - LargeCap Value Fund III R-3 1 388 2,74 76 −12,64
2025-08-14 13F Southpoint Capital Advisors LP 1 850 000 2,78 100 584 −5,58
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 437 5,81 24 −11,54
2025-08-13 13F State Board Of Administration Of Florida Retirement System 100 201 1,10 5 448 −7,13
2025-08-14 13F Verition Fund Management LLC 5 916 322
2025-08-14 13F Aqr Capital Management Llc 20 653 115,38 1 122 100,90
2025-08-14 13F Quantinno Capital Management LP 29 000 14,67 1 577 5,35
2025-06-24 NP SWLVX - Schwab U.S. Large-Cap Value Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 001 3,41 110 −12,80
2025-07-09 13F Harbor Capital Advisors, Inc. 277 829 6,66 15 0,00
2025-08-04 13F Strs Ohio 35 119 14,99 1 909 5,64
2025-05-29 NP BUYO - KraneShares Man Buyout Beta Index ETF 233 14
2025-08-08 13F Skylands Capital, LLC 29 695 3,30 1 615 −5,11
2025-08-12 13F BlackRock, Inc. 5 487 878 0,60 298 376 −7,57
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 7 463 2,13 426 −5,35
2025-08-14 13F DRW Securities, LLC 13 953 759
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 7 392 47,54 402 35,47
2025-08-11 13F Brown Brothers Harriman & Co 135 7
2025-08-27 NP HCSRX - The Catholic SRI Growth Portfolio HC Strategic Shares 116 96,61 6 100,00
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Mid Cap Value VP Initial 38 500 25,82 2 093 15,64
2025-07-28 NP VCULX - Growth Fund 638 36
2025-07-25 13F LRI Investments, LLC 2 866 0,24 156 −8,28
2025-08-12 13F Prudential Financial Inc 7 386 41,28 402 29,77
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 564 1,26 31 −6,25
2025-08-06 13F Thompson Siegel & Walmsley Llc 557 466 27,52 30 20,00
2025-08-15 13F Morgan Stanley 596 714 9,80 32 443 0,88
2025-08-11 13F Inkwell Capital Llc 50 435 53,72 2 742 41,27
2025-08-22 NP FMDGX - Fidelity Mid 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 36 888 21,87 2 006 11,95
2025-08-13 13F Mount Yale Investment Advisors, LLC 835 45
2025-08-27 13F/A Brinker Capital Investments, LLC 16 345 2,35 889 −6,03
2025-08-12 13F MAI Capital Management 45 2
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 183 621 1,62 10 474 −5,83
2025-08-06 13F Carnegie Lake Advisors LLC 31 130 0,32 2 0,00
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 3 119 335 1,61 169 598 −6,65
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 786 1,95 43 −6,67
2025-08-14 13F Hrt Financial Lp 53 386 43,13 3 0,00
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 4 188 1,90 230 −13,91
2025-08-14 13F Comerica Bank 2 241 0,54 122 −7,63
2025-08-13 13F Pertento Partners LLP 996 304 1,41 54 169 −6,83
2025-08-14 13F Royal Bank Of Canada 147 562 5,22 8 023 −3,33
2025-08-21 NP MXMVX - Great-West Mid Cap Value Fund Investor Class 8 255 449
2025-08-13 13F Amundi 136 382 72,73 7 636 67,64
2025-08-08 13F Geode Capital Management, Llc 1 709 712 1,02 92 665 −7,28
2025-08-29 NP STXM - Strive Mid-Cap ETF 485 6,13 26 −3,70
2025-06-26 NP IMCG - iShares Morningstar Mid-Cap Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 20 226 1,60 1 108 −13,98
2025-07-21 13F Cromwell Holdings LLC 12 1
2025-08-12 13F LPL Financial LLC 36 648 8,65 1 993 −0,20
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 37 769 3,96 2 054 −4,51
2025-07-17 13F DiNuzzo Private Wealth, Inc. 39 2,63 2 0,00
2025-07-30 13F DekaBank Deutsche Girozentrale 16 772 55,14 1
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 485 26
2025-08-07 13F Midwest Trust Co 147 431 8 016
2025-06-24 NP SFLNX - Schwab Fundamental US Large Company Index Fund Institutional Shares This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 33 642 6,64 1 844 −9,75
2025-07-30 13F Ethic Inc. 33 927 13,96 1 871 4,47
2025-08-26 NP EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 1 927 0,36 105 −7,96
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 21 213 1 153
2025-08-14 13F State Of Wisconsin Investment Board 747 114 58,33 40 621 45,46
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 295 609 2,90 16 862 −4,64
2025-08-14 13F Balyasny Asset Management Llc 100 594 5 469
2025-08-26 NP IRMAX - Voya RussellTM Mid Cap Index Portfolio Class ADV 8 261 2,63 449 −5,67
2025-06-25 NP FAB - First Trust Multi Cap Value 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 2 602 42,11 143 20,34
2025-07-29 NP PBUS - Invesco PureBeta MSCI USA ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 13 346 17,76 761 9,18
2025-07-29 NP GBFFX - GMO Benchmark-Free Fund Class III Short −801 −46
2025-08-14 13F Bnp Paribas Arbitrage, Sa 33 101 12,46 1 800 3,33
2025-08-14 13F Dark Forest Capital Management Lp 53 226 22,62 2 894 12,66
2025-08-06 13F Rialto Wealth Management, LLC 18 1
2025-08-06 13F Vestmark Advisory Solutions, Inc. 14 344 780
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 1 920 11,56 110 3,81
2025-08-18 13F/A National Bank Of Canada /fi/ 19 146 566,64 1 038 510,59
2025-08-06 13F Andra AP-fonden 700 38
2025-08-11 NP CMEUX - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 20 598 0,78 1 120 −7,44
2025-08-14 13F Wells Fargo & Company/mn 179 340 9,69 9 751 0,78
2025-07-14 13F GAMMA Investing LLC 4 205 611,51 229 570,59
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 333 757 5,74 18 290 −10,50
2025-07-22 NP GGUS - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 591 26,82 34 17,86
2025-08-14 13F Susquehanna International Group, Llp Put 6 500 353
2025-08-12 13F XTX Topco Ltd 6 979 379
2025-08-13 13F Colonial Trust Co / SC 1 597 0,13 87 −8,51
2025-08-14 13F Aster Capital Management (DIFC) Ltd 729 40
2025-06-27 NP AVFIX - American Beacon Small Cap Value Fund Institutional Class 388 384 0,86 21 283 −14,63
2025-08-12 13F Franklin Resources Inc 22 845 1,58 1 242 −6,62
2025-08-14 13F Hotchkis & Wiley Capital Management Llc 2 449 309 7,56 133 169 −1,18
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 23 498 5,14 1 278 −3,40
2025-08-08 13F KBC Group NV 2 982 35,79 0
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 63 683 1,92 3 632 −5,54
2025-08-20 NP HWSIX - Hotchkis & Wiley Small Cap Value Fund Class I 436 900 12,55 23 754 3,40
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 1 752 8,55 95 0,00
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 9 575 5,07 525 −11,04
2025-07-25 NP FNDB - Schwab Fundamental U.S. Broad Market Index ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3 004 9,28 171 1,18
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 2 228 6,04 121 −2,42
2025-07-28 NP AVMV - Avantis U.S. Mid Cap Value ETF 9 280 45,20 529 34,61
2025-08-14 13F Daiwa Securities Group Inc. 8 037 3,88 0
2025-08-14 13F Fmr Llc 4 324 047 5,05 235 098 −3,49
2025-07-29 NP GAAVX - GMO Alternative Allocation Fund Class VI Short −4 972 −284
2025-08-13 13F Marshall Wace, Llp 49 338 147,41 2 683 127,29
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 4 379 12,89 250 4,62
2025-06-25 NP FIDU - Fidelity MSCI Industrials Index ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 23 359 2,57 1 280 −13,16
2025-08-12 13F Ci Investments Inc. 434 6,11 0
2025-07-30 13F LGT Financial Advisors LLC 2 0
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 142 339 5,87 8 119 −1,87
2025-07-29 NP VRTTX - Vanguard Russell 3000 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 8 581 3,14 489 −4,49
2025-07-29 NP COPY - Tweedy, Browne Insider + Value ETF 5 072 147,05 289 129,37
2025-08-04 13F Quaker Wealth Management, LLC 7 0
2025-08-20 NP HWSM - Hotchkis & Wiley SMID Cap Diversified Value Fund 344 300,00 19 260,00
2025-06-25 NP IMCV - iShares Morningstar 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 6 095 1,13 334 −14,36
2025-06-26 NP ACWI - iShares MSCI ACWI ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 21 163 8,16 1 160 −8,45
2025-07-25 NP SCHV - Schwab U.S. Large-Cap Value ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 55 962 0,82 3 192 −6,56
2025-07-16 13F Vision Capital Management, Inc. 166 003 5,22 9 026 −3,33
2025-07-25 NP URTH - iShares MSCI World ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5 580 7,06 318 −0,62
2025-07-28 NP AVMC - Avantis U.S. Mid Cap Equity ETF 3 217 8,83 183 1,10
2025-07-28 13F Diversified Investment Strategies, LLC 80 666 0,19 4 386 −7,96
2025-06-23 NP SIZE - iShares Edge MSCI USA Size Factor ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9 819 7,43 538 −8,97
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 32 318 8,25 1 843 0,33
2025-08-20 NP QLEIX - AQR Long-Short Equity Fund Class I Short −92 885 91,01 −5 050 75,53
2025-08-13 13F Systematic Financial Management Lp 268 501 1,55 14 598 −6,70
2025-06-26 NP FSLVX - Fidelity Stock Selector Large 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 127 950 21,68 7 012 3,00
2025-07-11 13F/A Umb Bank N A/mo 248 3,33 13 −7,14
2025-08-27 NP JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A) 6 197 7,07 337 −1,75
2025-08-13 13F M&t Bank Corp 4 744 16,16 258 6,64
2025-07-29 NP NELAX - Nuveen Equity Long/Short Fund Class A This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value Short −8 100 6,58 −462 −1,07
2025-08-13 13F Norges Bank 948 601 51 575
2025-06-25 NP FNK - First Trust Mid Cap Value 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 14 687 41,36 805 19,64
2025-08-14 13F Fuller & Thaler Asset Management, Inc. 228 320 1,87 12 414 −6,42
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class 139 530 3,51 7 586 −4,90
2025-08-26 NP IIFAX - Voya Balanced Income Portfolio Class ADV 2 722 148
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 16 934 124,26 921 107,21
2025-07-25 NP SCHX - Schwab U.S. Large-Cap ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 112 938 6,24 6 442 −1,54
2025-08-14 13F Smead Capital Management, Inc. 2 842 383 18,38 154 540 8,76
2025-08-28 NP QUS - SPDR MSCI USA StrategicFactors ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 270 5,39 123 −3,15
2025-06-26 NP MCVAX - Transamerica Mid Cap Value Opportunities A 150 700 8 258
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 18 180 16,61 996 −1,29
2025-08-05 13F Simplex Trading, Llc 423 33,02 0
2025-08-14 13F Goldman Sachs Group Inc 269 280 48,89 14 641 36,78
2025-05-15 13F Rakuten Investment Management, Inc. 2 678 50,79 158 22,66
2025-08-07 13F/A Credit Industriel Et Commercial 112 200 78,61 6 100 64,11
2025-08-14 13F Ubs Asset Management Americas Inc 100 141 2,27 5 445 −6,04
2025-08-11 13F Nomura Asset Management Co Ltd 31 905 23,16 1 735 13,11
2025-08-13 13F Edgestream Partners, L.P. 99 579 5 414
2025-05-29 NP USVM - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 65 190 186,10 3 858 164,36
2025-08-22 NP MBAAX - Global Strategist Portfolio Class A Shares 344 2,38 19 −5,26
2025-08-13 13F Arizona State Retirement System 28 369 1,07 1 542 −7,16
2025-08-14 13F Federation des caisses Desjardins du Quebec 1 033 159,55 56 143,48
2025-07-15 13F Fifth Third Bancorp 329 75,00 18 54,55
2025-07-23 13F Klp Kapitalforvaltning As 24 200 2,54 1 316 −5,80
2025-08-13 13F Cerity Partners LLC 13 052 4,27 710 −4,19
2025-07-31 13F Caitong International Asset Management Co., Ltd 429 15,32 23 4,55
2025-08-14 13F D. E. Shaw & Co., Inc. 111 375 5,52 6 055 −3,06
2025-06-26 NP BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 17 403 1,91 954 −13,76
2025-08-14 13F Twinbeech Capital Lp 40 149 2 183
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 9 580 55,54 521 42,86
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 56 24,44 3 50,00
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 19 312 2,65 1 058 −13,06
2025-08-12 13F Lodestone Wealth Management LLC 17 645 29,21 959 18,69
2025-07-30 13F Forum Financial Management, LP 5 464 8,69 297 0,00
2025-07-08 13F Chemistry Wealth Management LLC 38 872 4,50 2 113 −4,00
2025-08-12 13F SRS Capital Advisors, Inc. 276 67,27 15 66,67
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 72 611 0,67 3 948 −7,52
2025-07-15 13F Fortitude Family Office, LLC 57 3
2025-07-15 13F Public Employees Retirement System Of Ohio 31 399 1,69 1 707 −6,57
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 1 694 34,66 93 13,58
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial 72 400 27,24 3 936 16,90
2025-07-24 13F Ronald Blue Trust, Inc. 1 637 3,74 89 −4,30
2025-08-12 13F Swiss National Bank 292 331 7,07 15 894 −1,63
2025-06-26 NP FBLEX - Fidelity Series Stock Selector Large 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 2 275 700 11,73 124 708 −5,43
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 5 808 11,29 331 3,12
2025-05-15 13F/A Orion Portfolio Solutions, LLC 15 970 1,27 945 −6,44
2025-08-08 13F Tortoise Investment Management, LLC 12 1
2025-08-08 13F Creative Planning 9 759 8,91 531 0,00
2025-08-13 13F Quantbot Technologies LP 10 143 551
2025-08-12 13F Charles Schwab Investment Management Inc 763 501 3,11 41 512 −5,27
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 425 10,97 23 4,55
2025-07-11 13F Farther Finance Advisors, LLC 181 56,03 10 50,00
2025-08-26 NP AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 216 0,93 12 −8,33
2025-08-07 13F Proficio Capital Partners LLC 4 546 0,91 247 −7,14
2025-08-04 13F Atria Investments Llc 18 116 5,22 985 −3,34
2025-07-15 13F North Star Investment Management Corp. 208 92,59 11 83,33
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 64 100 5,25 3 656 −2,45
2025-07-09 13F Massmutual Trust Co Fsb/adv 84 71,43 5 100,00
2025-08-05 13F Bank Of Montreal /can/ 7 317 1,54 398 −6,81
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 51 760 9,95 2 836 −6,92
2025-08-12 13F Rhumbline Advisers 122 120 0,53 6 640 −7,64
2025-05-27 NP GCTIX - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 6 305 373
2025-08-14 13F Mariner, LLC 27 243 45,97 1 481 34,15
2025-06-26 NP IMCB - iShares Morningstar Mid-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8 865 1,51 486 −14,16
2025-08-01 13F Teacher Retirement System Of Texas 14 741 3,88 801 −4,53
2025-08-07 13F Allworth Financial LP 7 574 0,09 412 −1,20
2025-08-14 13F California State Teachers Retirement System 291 075 18,95 15 826 9,27
2025-08-14 13F Toronto Dominion Bank 17 691 20,78 962 10,97
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