WD / Walker & Dunlop, Inc. - Institutionellt ägande - Köpare

Walker & Dunlop, Inc.
US ˙ NYSE ˙ US93148P1021

Institutionellt ägande och fondägande - Köpare

Större innehavare som har öppnat nya positioner i Walker & Dunlop, Inc. inkluderar Numerai GP LLC, KGDAX - DWS Global Small Cap Fund Class A, Caxton Associates Llp, Wealthedge Investment Advisors, Llc, Glenmede Investment Management, LP, DEUTSCHE DWS VARIABLE SERIES I - DWS Global Small Cap VIP Class A, First National Bank Of Omaha, DRW Securities, LLC, Axq Capital, Lp, PharVision Advisers, LLC, Peak6 Llc, Point72 (DIFC) Ltd, WSML - iShares MSCI World Small-Cap ETF, Peak6 Llc, SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF, RUSC - U.S. Small Cap Equity Active ETF, BNP Paribas Asset Management Holding S.A., MAI Capital Management, Strategic Wealth Partners, Ltd., och Westside Investment Management, Inc. .

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 Two Sigma Advisers, Lp 25 200 1 776
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 6 301 1,11 444 −16,38
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 9 959 25,46 762 0,00
2025-08-14 13F Bnp Paribas Arbitrage, Sa 11 974 10,18 844 −9,06
2025-08-14 13F Comerica Bank 12 311 2,42 868 −15,50
2025-06-18 NP RTSSX - Tax-Managed U.S. Mid & Small Cap Fund Class S 21 987 247,57 1 683 177,10
2025-08-14 13F Voloridge Investment Management, Llc 4 218 297
2025-05-27 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 14 589 2,77 1 245 −9,72
2025-08-01 13F Teacher Retirement System Of Texas 5 157 4,48 363 −13,78
2025-08-12 13F Franklin Resources Inc 59 385 11,93 4 185 −7,58
2025-08-13 13F Mackenzie Financial Corp 12 962 33,74 914 10,40
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 25 263 6,76 1 781 −11,84
2025-08-13 13F ExodusPoint Capital Management, LP 69 271 256,75 5 300,00
2025-08-12 13F Jpmorgan Chase & Co 203 584 64,35 14 349 35,70
2025-08-12 13F Axq Capital, Lp 3 529 249
2025-08-07 13F Profund Advisors Llc 2 982 6,54 210 −11,76
2025-08-14 13F Twinbeech Capital Lp 9 418 664
2025-08-14 13F Two Sigma Investments, Lp 83 993 1 140,30 5 920 924,05
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 5 0
2025-07-24 NP ESML - iShares ESG MSCI 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 12 076 23,07 827 −1,55
2025-08-14 13F Crawford Investment Counsel Inc 95 388 9,90 6 723 −9,26
2025-07-29 NP EBI - Longview Advantage ETF 2 469 4 741,18 169 4 125,00
2025-08-14 13F Ubs Asset Management Americas Inc 130 884 21,49 9 225 0,32
2025-08-13 13F Arizona State Retirement System 9 913 2,34 699 −15,50
2025-08-11 13F Rothschild Investment Llc 55 57,14 4 50,00
2025-08-12 13F Entropy Technologies, LP 5 650 59,15 398 31,35
2025-05-15 13F Texas Permanent School Fund 35 566 2 722
2025-08-14 13F First Sabrepoint Capital Management Lp 117 000 23,07 8 246 1,61
2025-08-14 13F Susquehanna International Group, Llp Put 8 600 160,61 606 115,66
2025-08-14 13F Susquehanna International Group, Llp 54 907 19,99 3 870 −0,95
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 12 986 12,07 889 −10,38
2025-08-11 13F Principal Securities, Inc. 51 37,84 4 0,00
2025-08-26 NP Profunds - Profund Vp Small-cap Value 705 0,86 50 −16,95
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 364 0
2025-08-14 13F Aquatic Capital Management LLC 23 102 1 628
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 2 461 9,92 169 −12,04
2025-07-11 13F/A Umb Bank N A/mo 203 6,84 14 −12,50
2025-08-14 13F Glenmede Investment Management, LP 5 739 404
2025-08-26 NP PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares 14 980 5,64 1 056 −12,81
2025-08-18 13F Geneos Wealth Management Inc. 11 1
2025-08-14 13F Riggs Asset Managment Co. Inc. 18 1
2025-08-12 13F LPL Financial LLC 9 108 40,12 642 15,70
2025-06-30 NP SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF 924 71
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 5 271 259,06 372 196,80
2025-08-29 NP STXK - Strive Small-Cap ETF 1 038 3,49 73 −14,12
2025-08-13 13F Rsm Us Wealth Management Llc 6 731 9,16 474 −9,89
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 15 267 3,39 1 076 −14,60
2025-07-24 NP RKSAX - Rockefeller US Small Cap Core Fund Class A 32 533 11,46 2 228 −10,88
2025-07-15 13F Public Employees Retirement System Of Ohio 685 5,71 48 −12,73
2025-08-06 13F First Eagle Investment Management, LLC 11 097 28,21 782 5,96
2025-08-11 13F Royce & Associates Lp 431 749 52,73 30 430 26,10
2025-06-27 NP FIRST EAGLE FUNDS - First Eagle U.S. Smid Cap Opportunity Fund Class A 10 492 32,94 803 5,94
2025-08-14 13F State Street Corp 1 472 529 0,17 103 784 −17,30
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 68 515 3,00 5 244 −17,93
2025-08-18 13F/A National Bank Of Canada /fi/ 806 11,33 57 −8,20
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 2 574 47,51 197 17,96
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 4 209 4,81 297 −13,45
2025-07-23 13F Maryland State Retirement & Pension System 9 487 1,35 669 −16,40
2025-08-07 13F Hughes Financial Services, LLC 14 1
2025-07-15 13F Fortitude Family Office, LLC 11 1
2025-08-08 13F Principal Financial Group Inc 160 117 0,03 11 285 −17,40
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 23 738 0,75 1 673 −16,81
2025-08-12 13F Public Sector Pension Investment Board 110 090 8,27 7 759 −10,60
2025-07-16 13F State of Alaska, Department of Revenue 19 230 8,19 1 0,00
2025-08-13 13F Norges Bank 431 641 30 422
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 59 630 0,72 4 084 −19,48
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 5 542 2,03 391 −15,77
2025-08-13 13F Quantbot Technologies LP 50 594 3 566
2025-05-30 NP JAVTX - Janus Henderson Venture Fund Class T 179 218 0,05 15 298 −12,15
2025-08-28 NP New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES 4 702 1,93 331 −15,78
2025-08-07 13F Illinois Municipal Retirement Fund 16 766 4,63 1 182 −13,61
2025-03-25 NP FNX - First Trust Mid Cap Core AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 18 596 14,27 1 787 0,39
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 2 002 137
2025-08-14 13F Qube Research & Technologies Ltd 147 475 116,64 10 394 78,90
2025-06-26 NP JHSC - John Hancock Multifactor Small Cap ETF 6 623 507
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 11 465 3,30 808 −14,68
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 158 1,94 12 −14,29
2025-08-12 13F Dimensional Fund Advisors Lp 1 256 942 0,22 88 590 −17,25
2025-07-07 13F Versant Capital Management, Inc 792 106,79 56 71,88
2025-06-26 NP FSSLX - Fidelity Series Small Cap Core Fund 79 776 18,58 6 106 −5,52
2025-08-14 13F/A Rockefeller Capital Management L.P. 324 771 19,52 22 890 −1,31
2025-07-31 13F State of New Jersey Common Pension Fund D 28 195 19,64 1 987 −1,19
2025-08-13 13F EverSource Wealth Advisors, LLC 186 102,17 13 85,71
2025-08-06 13F First Horizon Advisors, Inc. 424 34,18 30 11,54
2025-07-29 NP TMFX - Motley Fool Next Index ETF 538 0,19 37 −21,74
2025-08-14 13F DRW Securities, LLC 3 791 267
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 143 346 1,39 10 972 −19,22
2025-08-29 NP JHISX - Janus Henderson Global Sustainable Equity Portfolio Institutional Shares 1 810 21,15 128 0,00
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 45 804 8,86 3 137 −12,96
2025-08-28 NP TPSC - Timothy Plan US Small Cap Core ETF 6 601 66,94 465 37,98
2025-08-13 13F Hsbc Holdings Plc 11 559 102,72 812 68,12
2025-08-13 13F Bare Financial Services, Inc 39 116,67 3 100,00
2025-08-14 13F Dark Forest Capital Management Lp 62 388 30,20 4 397 7,51
2025-08-14 13F Schonfeld Strategic Advisors LLC 21 771 1 534
2025-08-20 NP FOSCX - Small Company Fund Institutional 103 112 18,58 7 267 −2,09
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 1 047 047 4,52 73 796 −13,70
2025-07-09 13F Massmutual Trust Co Fsb/adv 76 117,14 5 150,00
2025-08-14 13F T. Rowe Price Investment Management, Inc. 1 268 373 4,06 89 −14,42
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 3 090 14,70 218 −5,24
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 1 269 8,55 89 −10,10
2025-05-23 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 3 640 2,68 311 −9,88
2025-08-26 NP JMEE - JPMorgan Market Expansion Enhanced Equity ETF 62 956 94,74 4 437 60,82
2025-07-28 NP HDG - ProShares Hedge Replication ETF 42 10,53 3 −33,33
2025-08-12 13F WealthTrak Capital Management LLC 5 0
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 1 708 6,75 120 −11,76
2025-08-13 13F Renaissance Technologies Llc 136 300 82,71 9 606 50,87
2025-08-08 13F Larson Financial Group LLC 15 200,00 1
2025-08-26 NP EHLS - Even Herd Long Short ETF Short −3 893 −274
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 28 338 6,19 2 169 −15,41
2025-07-30 13F Tributary Capital Management, LLC 168 338 18,65 11 864 −2,04
2025-08-13 13F PharVision Advisers, LLC 2 962 209
2025-08-26 NP Profunds - Profund Vp Small-cap 75 4,17 5 −16,67
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 11 859 11,51 908 −11,17
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 64 920 12,22 4 446 −10,29
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 866 25,87 61 5,17
2025-08-04 13F Atria Investments Llc 5 710 18,46 402 −2,19
2025-08-12 13F Global Retirement Partners, LLC 29 383,33 2
2025-08-12 13F Rhumbline Advisers 97 395 4,59 6 864 −13,64
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 305 59,69 23 27,78
2025-08-15 13F Great West Life Assurance Co /can/ 34 749 2,75 2 0,00
2025-08-15 13F Kestra Advisory Services, LLC 12 560 1,08 885 −16,51
2025-08-05 13F Burney Co/ 5 528 22,19 390 0,78
2025-08-05 13F Huntington National Bank 391 37,19 28 12,50
2025-07-22 13F HFM Investment Advisors, LLC 3 200,00 0
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 13 239 933
2025-08-07 13F Allworth Financial LP 479 115,77 34 106,25
2025-08-14 13F Holocene Advisors, LP 30 908 1,37 2 178 −16,30
2025-08-14 13F Federation des caisses Desjardins du Quebec 14 701 11,64 1 036 −7,83
2025-08-15 NP RYTRX - Royce Total Return Fund Investment Class 198 842 73,24 14 014 43,04
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 3 048 0,63 209 −19,69
2025-06-18 NP REBYX - U.S. Small Cap Equity Fund Class Y 10 223 157,51 782 105,25
2025-05-29 NP CSF - VictoryShares US Discovery Enhanced Volatility Wtd ETF 853 10,64 73 −2,70
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 565 85,86 40 56,00
2025-08-27 NP CWSGX - Carillon Chartwell Small Cap Growth Fund Class Chartwell 4 279 62,02 302 33,78
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 2 281 7,29 161 −11,60
2025-07-24 13F Ronald Blue Trust, Inc. 156 24,80 11 0,00
2025-06-27 NP HAPS - Harbor Corporate Culture Small Cap ETF 13 192 32,21 1 010 5,32
2025-08-14 13F Gallagher Fiduciary Advisors, LLC 5 244 26,45 370 4,53
2025-08-18 13F/A Kestra Investment Management, LLC 21 1
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 1 395 8,14 96 −13,64
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 1 075 3,76 76 −14,77
2025-08-11 13F Covestor Ltd 83 6,41 0
2025-07-25 13F JustInvest LLC 2 905 18,77 205 −1,92
2025-08-14 13F California State Teachers Retirement System 31 143 0,70 2 195 −16,86
2025-08-07 13F Campbell & CO Investment Adviser LLC 19 774 1 394
2025-08-26 NP Profunds - Profund Vp Banks 619 15,27 44 −4,44
2025-08-14 13F Winton Capital Group Ltd 4 872 343
2025-08-14 13F Goldman Sachs Group Inc 209 387 71,01 14 758 41,20
2025-08-12 13F Aigen Investment Management, Lp 4 945 349
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 80 116 3,26 6 132 −17,72
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 6 208 17,91 475 −5,94
2025-07-09 13F Harbor Capital Advisors, Inc. 13 527 2,56 1 −100,00
2025-08-04 13F Assetmark, Inc 26 333,33 2
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 161 404 9,81 11 055 −12,21
2025-07-17 13F Janney Montgomery Scott LLC 2 908 13,59 0
2025-08-11 13F New Age Alpha Advisors, LLC 4 702 1,93 331 −15,78
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 1 000 22,25 77 −2,56
2025-06-17 NP MMSMX - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 24 500 25,64 1 875 0,11
2025-08-14 13F Quantinno Capital Management LP 9 174 64,29 647 35,71
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 174 192 0,26 13 333 −20,12
2025-06-25 NP FYT - First Trust Small 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 3 768 77,32 288 26,87
2025-08-07 13F Parkside Financial Bank & Trust 60 11,11 4 0,00
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 1 030 9,57 71 −12,50
2025-08-14 13F Verition Fund Management LLC 34 079 269,46 2 402 205,08
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 326 703 2,87 25 006 −18,05
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 4 846 5,30 342 −13,01
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 1 035 51,32 79 21,54
2025-08-08 13F Intech Investment Management Llc 35 845 0,65 2 526 −16,88
2025-08-14 13F Erste Asset Management GmbH 160 000 6,67 11 277 −11,93
2025-07-25 NP PSLAX - Putnam Small Cap Value Fund Class A Shares 34 461 2,99 2 360 −17,66
2025-05-05 13F Lindbrook Capital, Llc 113 91,53 10 80,00
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 9 656 3,33 739 −17,61
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 135 2,27 10 −16,67
2025-06-25 NP FYX - First Trust Small Cap Core AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 18 029 65,54 1 380 18,47
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 81 013 21,90 6 201 −2,88
2025-05-27 NP SASVX - Virtus Ceredex Small-Cap Value Equity Fund Class A 11 300 18,95 965 4,44
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 570 4,40 40 −13,04
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio 44 670 12,10 3 148 −7,44
2025-08-22 NP DEUTSCHE DWS VARIABLE SERIES I - DWS Global Small Cap VIP Class A 5 105 360
2025-08-04 13F Amalgamated Bank 9 201 0,61 1
2025-07-31 13F Nisa Investment Advisors, Llc 4 222 18,83 298 −1,98
2025-08-27 NP PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 29 175 2,10 2 056 −15,70
2025-08-19 13F State of Wyoming 220 16
2025-08-13 13F Walleye Trading LLC 8 070 569
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 77 4,05 5 −16,67
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 9 337 15,46 715 −7,99
2025-06-27 NP AVFIX - American Beacon Small Cap Value Fund Institutional Class 80 853 17,55 6 188 −13,05
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 63 5
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 3 651 2,50 279 −18,42
2025-08-08 13F/A Sterling Capital Management LLC 891 406,25 63 313,33
2025-08-12 13F Prudential Financial Inc 33 995 8,18 2 396 −11,03
2025-08-14 13F Raymond James Financial Inc 34 517 23,03 2 433 1,59
2025-08-08 13F Atlantic Trust, LLC 19 1
2025-08-13 13F Wealthedge Investment Advisors, Llc 6 081 429
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 6 398 11,10 490 −11,57
2025-07-17 13F DiNuzzo Private Wealth, Inc. 9 28,57 1
2025-08-14 13F Alyeska Investment Group, L.P. 151 684 77,74 10 691 46,76
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 6 266 10,45 442 −8,88
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 46 2,22 3 0,00
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 6 653 3,00 469 −15,06
2025-08-14 13F State Of Wisconsin Investment Board 21 836 512,34 1 539 406,25
2025-08-29 NP PMJIX - PIMCO RAE US Small Fund Institutional Class 21 240 3,41 1 497 −14,66
2025-08-15 NP PENNX - Royce Pennsylvania Mutual Fund Investment Class 72 840 111,77 5 134 74,83
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-29 NP JAEQX - Small Company Value Trust NAV 9 664 12,23 681 −7,35
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Proequities, Inc. 0 0
2025-08-15 13F Caxton Associates Llp 7 569 533
2025-03-31 NP BIVIX - Invenomic Fund Institutional Class shares 0 −100,00 0 −100,00
2025-08-12 13F Legal & General Group Plc 88 008 0,65 6 203 −16,90
2025-08-14 13F Tudor Investment Corp Et Al 42 965 84,22 3 028 52,16
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 11 887 7,96 838 −10,86
2025-08-14 13F Wells Fargo & Company/mn 40 114 30,21 2 827 7,53
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 175 618 1,19 12 028 −19,10
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 1 677 5,27 128 −16,34
2025-08-06 13F Cornerstone Investment Partners, LLC 8 000 0,54 564 −17,08
2025-08-12 13F Deutsche Bank Ag\ 113 657 13,19 8 011 −6,55
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 6 588 5,71 504 −15,72
2025-08-14 13F Peak6 Llc 1 048 74
2025-08-14 13F Peak6 Llc Put 2 900 204
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 4 282 111,25 302 73,99
2025-07-24 13F IFP Advisors, Inc 0 1
2025-08-05 13F Simplex Trading, Llc Put 400 300,00 0
2025-08-25 13F/A Neuberger Berman Group LLC 3 364 34,13 237 10,75
2025-08-01 13F Envestnet Asset Management Inc 95 491 8,69 6 730 −10,25
2025-08-12 13F Handelsbanken Fonder AB 6 851 41,23 0
2025-08-14 13F Engineers Gate Manager LP 4 408 27,69 311 5,44
2025-08-13 13F Russell Investments Group, Ltd. 78 070 116,10 5 502 78,46
2025-08-14 13F Point72 (DIFC) Ltd 2 173 153
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 2 458 211,93 173 158,21
2025-07-22 13F Gsa Capital Partners Llp 5 752 0
2025-08-12 13F MAI Capital Management 162 11
2025-08-04 13F Arkadios Wealth Advisors 2 913 1,01 205 −16,67
2025-05-29 NP RSPFX - Victory RS Partners Fund Class A 68 380 22,46 5 837 7,52
2025-08-15 13F CI Private Wealth, LLC 22 360 71,13 1 576 41,26
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 103 402 5,35 7 914 −16,07
2025-07-25 13F Yousif Capital Management, Llc 12 006 1,41 846 −16,24
2025-08-26 NP PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 707 869 1,73 49 891 −16,00
2025-08-14 13F Cubist Systematic Strategies, LLC 62 670 4 417
2025-08-14 13F Point72 Asset Management, L.P. 14 204 1 001
2025-08-14 13F Jane Street Group, Llc Call 10 300 726
2025-08-27 NP CDOFX - Crawford Small Cap Dividend Fund - Class I 63 595 14,39 4 482 −5,54
2025-08-11 13F Strategic Wealth Partners, Ltd. 100 7
2025-08-14 13F Jane Street Group, Llc 114 519 83,24 8 071 51,31
2025-07-25 13F Oregon Public Employees Retirement Fund 7 401 1,37 522 −16,37
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 15 770 279,27 1 111 213,84
2025-08-13 13F MetLife Investment Management, LLC 19 692 6,44 1 388 −12,16
2025-07-31 13F Quest Partners LLC 12 381 40,55 873 16,11
2025-07-28 NP VCSLX - Small Cap Index Fund 13 997 14,02 959 −8,85
2025-08-12 13F Magnetar Financial LLC 18 865 1 330
2025-08-01 13F Bessemer Group Inc 171 41,32 0
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 8 288 7,96 584 −10,84
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 41 914 2,50 2 954 −15,36
2025-08-19 NP RIFBX - U.S. Small Cap Equity Fund 3 026 54,62 213 27,54
2025-08-14 13F Voya Investment Management Llc 8 934 4,07 630 −14,07
2025-07-25 NP SCAVX - AB Small Cap Value Portfolio Class A 83 897 5,38 5 746 −15,75
2025-06-26 NP USCAX - Small Cap Stock Fund Shares 10 970 117,66 840 73,35
2025-06-27 NP RSSL - Global X Russell 2000 ETF 19 525 6,62 1 494 −15,07
2025-08-14 13F Quarry LP 1 101 1 387,84 78 1 183,33
2025-08-28 NP VYSVX - Vericimetry U.S. Small Cap Value Fund 1 464 11,42 103 −8,04
2025-08-15 13F Tower Research Capital LLC (TRC) 4 447 183,07 313 133,58
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 7 255 6,02 511 −12,50
2025-08-11 13F Vanguard Group Inc 3 726 642 0,66 262 654 −16,89
2025-08-14 13F/A Barclays Plc 71 630 51,94 5 25,00
2025-08-06 13F Rialto Wealth Management, LLC 1 0
2025-08-14 13F Numerai GP LLC 13 686 965
2025-07-29 13F Private Trust Co Na 61 32,61 4 33,33
2025-08-14 13F Price T Rowe Associates Inc /md/ 28 291 14,95 2 −50,00
2025-08-14 13F Balyasny Asset Management Llc 214 912 15 147
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 496 705 1,55 35 008 −16,15
2025-08-15 NP Royce Value Trust Inc 72 946 111,77 5 141 74,86
2025-07-22 13F Davidson Kahn Capital Management, LLC 35 389 6,34 2 503 −11,87
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 8 849 8,28 624 −10,62
2025-07-28 13F Allianz Asset Management GmbH 29 159 4,67 2 055 −13,58
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 38 504 3,69 2 714 −14,39
2025-08-15 NP ROFCX - Royce Opportunity Fund Consultant Class 44 154 0,93 3 112 −16,68
2025-03-25 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 6 846 139,29 658 110,58
2025-08-08 13F Geode Capital Management, Llc 771 212 2,86 54 361 −15,08
2025-06-03 13F/A First National Bank Of Omaha 3 976 339
2025-07-29 NP JSTC - Adasina Social Justice All Cap Global ETF 934 45,26 64 14,55
2025-06-11 NP KGDAX - DWS Global Small Cap Fund Class A 12 743 975
2025-07-25 13F Verdence Capital Advisors LLC 41 527 13,83 2 927 −6,04
2025-08-14 13F Lighthouse Investment Partners, LLC 59 855 70,23 4 219 40,55
2025-08-13 13F Jump Financial, LLC 5 476 386
2025-08-20 NP RUSC - U.S. Small Cap Equity Active ETF 511 36
2025-08-28 NP IWN - iShares Russell 2000 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 292 187 261,07 20 593 198,15
2025-08-14 13F Citadel Advisors Llc 135 000 81,14 9 515 49,57
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 5 049 3,15 356 −14,87
2025-05-27 NP FAEQX - PFM Multi-Manager Domestic Equity Fund Institutional Class 4 250 608,33 363 852,63
2025-08-29 NP JESSX - Janus Henderson Global Sustainable Equity Fund Class S 4 463 10,17 315 −8,99
2025-08-04 13F Nixon Capital, LLC 110 903 11,02 7 816 −8,34
2025-08-05 13F Westside Investment Management, Inc. 80 6
2025-07-08 13F Rise Advisors, LLC 158 1,28 11 −15,38
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 51 652 2,15 3 640 −15,66
2025-08-22 NP FISVX - Fidelity Small 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 36 178 276,19 2 550 210,85
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 0 −100,00 0 −100,00
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 168 3,07 12 −15,38
2025-08-14 13F Millennium Management Llc 256 421 6 841,55 18 073 5 637,14
2025-08-04 13F Hantz Financial Services, Inc. 37 0
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 57 145 4,33 4 028 −13,86
2025-08-14 13F Citadel Advisors Llc Put 4 300 7,50 303 −11,14
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 700 18,24 54 −5,36
2025-06-25 NP FNCL - Fidelity MSCI Financials 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 9 279 0,61 710 −19,86
2025-08-28 NP SSGSX - Victory Sycamore Small Company Opportunity Fund Class A 912 000 0,77 64 278 −16,79
2025-08-14 13F Citadel Advisors Llc Call 35 400 243,69 2 495 183,73
2025-06-26 NP SMLF - iShares Edge MSCI Multifactor USA Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3 921 8,86 300 −13,29
2025-08-14 13F Royal Bank Of Canada 40 305 391,76 2 842 306,58
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 6 402 46,77 451 21,24
2025-08-26 NP GRZZX - Leuthold Grizzly Short Fund Short −1 916 −7,84 −135 −23,73
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 81 709 0,25 5 596 −19,85
2025-08-27 NP BBTSX - Bridge Builder Tax Managed Small/Mid Cap Fund 57 984 60,55 4 087 32,58
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 5 918 18,29 453 −5,83
2025-06-24 NP SWTSX - Schwab Total Stock Market Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 15 262 3,53 1 168 −17,51
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DE:5WD 72,50 €
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