X / United States Steel Corporation - Institutionellt ägande - Köpare

United States Steel Corporation
US ˙ NYSE ˙ US9129091081
DENNA SYMBOL ÄR INTE LÄNGRE AKTIV

Institutionellt ägande och fondägande - Köpare

Större innehavare som har öppnat nya positioner i United States Steel Corporation inkluderar StoneX Group Inc., Centre Asset Management, LLC, DHAMX - Centre American Select Equity Fund Investor Class, JMVNX - Mid Value Fund Class NAV, FMCDX - Fidelity Advisor Stock Selector Mid Cap Fund Class A, Symmetry Investments LP, WSML - iShares MSCI World Small-Cap ETF, CSNR - Cohen & Steers Natural Resources Active ETF, SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF, ETTOX - E*TRADE No Fee Total Market Index Fund, och Activest Wealth Management .

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
(%)
2025-05-28 NP AAHYX - Thrivent Diversified Income Plus Fund Class A 3 882 24,46 164 54,72
2025-07-28 NP IUS - Invesco RAFI(TM) Strategic US 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 15 753 0,61 848 34,66
2025-05-30 NP PRNEX - T. Rowe Price New Era 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 337 200 67,76 14 250 108,61
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 81 613 9,18 3 567 29,52
2025-05-28 NP DHAMX - Centre American Select Equity Fund Investor Class 190 057 8 032
2025-05-23 NP OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 41 714 1,38 1 763 26,04
2025-04-28 NP SIXL - 6 Meridian Low Beta Equity Strategy ETF 24 662 4,62 992 3,12
2025-06-26 NP FEQHX - Fidelity Hedged Equity Fund 2 527 47,00 110 74,60
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 9 837 9,64 430 30,00
2025-06-30 NP DAMDX - Dunham Monthly Distribution Fund Class A 233 665 10 213
2025-06-23 NP PPSFX - LargeCap Value Fund III R-3 5 473 3,69 239 23,20
2025-05-30 NP TFPN - Blueprint Chesapeake Multi-Asset Trend ETF 8 074 98,57 341 122,88
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 16 712 2,39 899 37,04
2025-07-22 NP GUSA - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 7 740 0,16 417 34,19
2025-07-28 NP AVMV - Avantis U.S. Mid Cap Value ETF 14 491 33,12 780 78,26
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 7 185 3,01 314 22,18
2025-04-29 13F Hm Payson & Co 706 57,24 30 93,33
2025-05-27 NP PRUDENTIAL SERIES FUND - NATURAL RESOURCES PORTFOLIO Class I 77 200 86,92 3 262 132,50
2025-05-29 NP JOHN HANCOCK INVESTMENT TRUST - John Hancock Diversified Real Assets Fund Class NAV 8 026 45,24 339 81,28
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 102 904 1,03 4 498 19,82
2025-05-23 NP EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IB 12 500 4,17 528 29,73
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 1 363 789 7,23 59 611 27,19
2025-05-15 13F MAI Capital Management Call 8 −38,46
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 9 354 1,90 409 20,71
2025-07-24 NP FMCDX - Fidelity Advisor Stock Selector Mid Cap Fund Class A This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 166 600 8 966
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 43 2
2025-06-30 NP SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF 2 220 97
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 38 409 1,23 1 679 20,03
2025-08-22 NP BTAL - AGFiQ U.S. Market Neutral Anti-Beta Fund 0 −100,00 0 −100,00
2025-05-28 NP Blackrock Resources & Commodities Strategy Trust 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 350 647 179,79 14 818 247,92
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 589 002 43,44 25 745 70,15
2025-04-29 NP AUSF - Global X Adaptive U.S. Factor ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., 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 60 967 39,22 2 452 37,37
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 97 325 8,32 4 254 28,48
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 119 861 8,99 6 451 45,83
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 750 503 6,79 32 804 26,68
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 37 058 16,07 1 620 37,67
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 43 161 5,50 1 887 25,15
2025-06-30 NP NSFKX - Natixis Sustainable Future 2050 Fund Class N 362 5,54 16 25,00
2025-05-29 NP JNL SERIES TRUST - JNL/Mellon Materials Sector Fund (A) 29 203 3,17 1 234 28,27
2025-06-30 NP NSFFX - Natixis Sustainable Future 2030 Fund Class N 170 13,33 7 40,00
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 11 616 17,40 508 39,29
2025-07-25 NP NTIAX - Columbia Mid Cap Index Fund Class A 191 877 0,80 10 327 34,87
2025-06-30 NP NSFHX - Natixis Sustainable Future 2040 Fund Class N 321 5,59 14 27,27
2025-05-27 NP VanEck VIP Trust - VanEck VIP Global Hard Assets Fund Initial Class 92 200 54,96 3 896 92,68
2025-06-30 NP NSFJX - Natixis Sustainable Future 2045 Fund Class N 356 21,92 16 50,00
2025-06-30 NP NSFGX - Natixis Sustainable Future 2035 Fund Class N 201 6,35 9 33,33
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 128 294 0,15 6 905 34,01
2025-05-27 NP GHAAX - Global Hard Assets Fund Class A 172 300 48,41 7 281 84,52
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 597 164 2,70 32 139 37,43
2025-05-29 NP RAPAX - Cohen & Steers Real Assets Fund, Inc. Class A 35 135 35,12 1 485 68,06
2025-05-28 NP CSNR - Cohen & Steers Natural Resources Active ETF 2 865 121
2025-06-25 NP CCNR - ALPS | CoreCommodity Natural Resources ETF 6 902 13,99 302 34,98
2025-05-19 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 70 950 1,95 2 998 26,77
2025-05-29 NP Jnl Series Trust - Jnl/blackrock Global Natural Resources Fund (a) 335 555 187,37 14 181 257,36
2025-05-14 13F Proequities, Inc. Call 0 0
2025-05-14 13F Proequities, Inc. Put 0 0
2025-05-27 NP HAP - VanEck Vectors Natural Resources ETF 12 046 5,43 509 31,19
2025-05-23 NP GOP - Unusual Whales Subversive Republican Trading ETF 5 828 20,61 246 50,00
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 33 639 1 810
2025-05-15 13F Activest Wealth Management 0 0
2025-07-29 NP IVOV - Vanguard S&P Mid-Cap 400 Value 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 166 082 2,15 8 939 36,69
2025-05-30 NP TRMNX - T. Rowe Price Mid-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 13 079 17,04 553 45,65
2025-06-23 NP MDPIX - Mid-cap Profund Investor Class 828 23,95 36 50,00
2025-05-29 NP Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 400 115 13,98 16 909 41,70
2025-05-29 NP RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Value Fund Variable Annuity 4 936 1,79 209 26,83
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 77 415 0,88 4 166 35,00
2025-05-02 13F Capital A Wealth Management, LLC 544 0,18 23 22,22
2025-06-26 NP JHML - John Hancock Multifactor Large Cap ETF 3 752 30,73 164 55,24
2025-05-15 13F Texas Permanent School Fund 152 447 6 663
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 50 222 12,07 2 195 32,95
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 201 321 1,91 8 800 20,88
2025-05-15 13F Glenmede Trust Co Na 5 090 215
2025-07-22 NP JUST - Goldman Sachs JUST U.S. Large Cap Equity ETF 2 672 1,48 144 36,19
2025-08-13 13F/A StoneX Group Inc. 540 463 20 397
2025-07-08 NP EVNT - AltShares Event-Driven ETF 4 684 4,09 252 40,00
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 379 916 3,45 20 447 38,44
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 145 735 2,70 6 370 21,82
2025-06-30 NP NSFOX - Natixis Sustainable Future 2065 Fund Class N 63 10,53 3 0,00
2025-05-27 NP AXMNX - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 217 1,40 9 28,57
2025-05-27 NP AXVNX - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 2 062 2 325,88 87 2 800,00
2025-05-30 NP SIFAX - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 0 −100,00 0 −100,00
2025-05-28 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 8 564 15,64 362 43,82
2025-05-27 NP IJJ - iShares S&P Mid-Cap 400 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 1 267 581 2,35 53 568 27,25
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 60 013 12,27 2 623 33,21
2025-05-27 NP MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class 9 206 18,85 389 47,91
2025-06-23 NP IYM - iShares U.S. Basic Materials 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 200 468 1,43 8 762 20,31
2025-05-28 NP SPMD - SPDR(R) Portfolio Mid Cap 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 996 501 7,45 42 112 33,59
2025-06-26 NP DFSTX - U.s. Small Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 775 077 113,59 33 879 153,35
2025-04-28 NP JMVNX - Mid Value Fund Class NAV 178 454 7 177
2025-05-27 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 11 106 10,29 469 37,13
2025-04-25 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 48 363 3,30 1 945 1,94
2025-04-29 NP BPRRX - Boston Partners Long/Short Research Fund Investor Class 36 968 26,05 1 487 33,75
2025-05-27 NP XJH - iShares ESG Screened S&P 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 23 635 8,41 999 34,68
2025-05-27 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 25 199 3,93 1 065 29,13
2025-07-24 NP BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Event Driven Equity 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 1 802 152 57,96 96 992 111,37
2025-03-21 NP PASIX - PACE Alternative Strategies Investments Class A 1 929 71
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 41 681 20,21 1 822 42,60
2025-04-22 NP VYMYX - Voya Mid Cap Research Enhanced Index Fund Class W 2 131 3,10 86 1,19
2025-04-28 NP GAAVX - GMO Alternative Allocation Fund Class VI 192 700 90,51 7 750 87,97
2025-05-30 NP HHCAX - Highland Long/Short Healthcare Fund Class A 47 900 −987,04 2 024 −987,72
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 858 5,41 38 27,59
2025-07-28 NP MSLC - Morgan Stanley Pathway Large Cap Equity ETF 7 900 11,87 425 49,65
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 112 051 10,26 4 898 30,80
2025-05-28 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 3 470 396 1,52 146 659 26,22
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 37 968 6,12 1 660 25,87
2025-04-01 13F Centre Asset Management, LLC 207 242 9
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 67 048 2,01 2 931 20,97
2025-05-23 NP NXTV - Simplify Next Intangible Value Index ETF 58 2
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 324 125 8,79 17 444 45,57
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 417 495 0,57 22 470 34,58
2025-05-05 13F Lindbrook Capital, Llc 429 6,19 18 38,46
2025-05-21 13F/A Geneos Wealth Management Inc. 2 998 499,60 127 687,50
2025-05-28 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 39 873 1,14 1 685 25,84
2025-05-30 NP RAFE - PIMCO RAFI ESG U.S. ETF 564 138,98 24 666,67
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 34 242 6,28 1 843 42,24
2025-05-27 NP Brighthouse Funds Trust II - VanEck Global Natural Resources Portfolio Class A 258 300 52,48 10 916 89,60
2025-05-27 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 349 560 0,34 14 772 24,75
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 1 228 356 0,31 66 110 34,24
2025-05-30 NP PEXMX - T. Rowe Price Extended Equity Market 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 31 995 8,12 1 352 34,53
2025-06-25 NP CDAZX - Multi-Manager Directional Alternative Strategies Fund Institutional Class 15 433 117,15 675 158,24
2025-05-28 NP THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 2 167 8,62 92 35,82
2025-05-29 NP JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) 35 586 37 358,95 1 504 50 000,00
2025-06-30 NP PAMC - Pacer Lunt MidCap Multi-Factor Alternator ETF 21 804 127,62 953 170,74
2025-03-28 NP Advent Claymore Convertible Securities & Income Fund 50 000 1 842
2025-04-29 NP SEIAX - SIIT Multi-Asset Real Return Fund - Class A 0 −100,00 0 −100,00
2025-06-26 NP SMNCX - Steward Equity Market Neutral Fund Class C Short −27 000 −10,00 −1 180 6,79
2025-08-14 13F Peak6 Llc Put 144 700 7 935
2025-08-14 13F Peak6 Llc Call 2 178 600 956,03 119 474 1 270,43
2025-05-29 NP VYSVX - Vericimetry U.S. Small Cap Value Fund 19 300 7,16 816 33,17
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 842 658 3,31 36 833 22,54
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 9 832 12,21 529 50,28
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 11 065 5,21 484 24,81
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 13 013 700
2025-07-25 NP BRUDX - MFS Blended Research Value Equity Fund A 28 375 0,95 1 527 35,13
2025-05-27 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 759 823 4,51 32 110 29,94
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 1 648 186 35,67 72 042 60,93
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 2 664 12,17 116 33,33
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 75 636 2,58 3 306 21,72
2025-06-24 NP FMDCX - Federated Mid-Cap Index Fund Service Shares This fund is a listed as child fund of Federated Hermes, 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 18 728 7,10 819 27,02
2025-05-07 13F/A Symmetry Investments LP 69 796 2 466
2025-05-27 NP MVCAX - MFS Mid Cap Value Fund A 3 488 965 14,42 147 444 42,26
2025-07-25 NP QARP - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 629 6,61 34 43,48
2025-05-27 NP MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class 113 305 17,15 4 788 45,66
2025-05-13 13F/A Magnolia Capital Advisors Llc 9 802 0,02 333 −3,76
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 17 941 3,98 966 39,25
2025-05-27 NP IUSV - iShares Core S&P U.S. 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 179 807 2,43 7 599 27,36
2025-05-28 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 209 576 18,21 8 857 46,96
2025-05-15 13F Weiss Asset Management LP 131 593 107,20 5 561 157,69
2025-05-22 NP VVIMX - Voya VACS Index Series MC Portfolio 9 962 15,47 421 43,34
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 34 500 3,60 1 857 38,61
2025-05-28 NP JMEE - JPMorgan Market Expansion Enhanced Equity ETF 93 359 10,39 3 945 37,27
2025-05-30 NP GABCX - The Gabelli Abc Fund Class Aaa 17 000 3,03 718 28,21
2025-07-23 NP FAAAX - Franklin K2 Alternative Strategies Fund Class A 28 381 5,09 1 527 40,61
2025-05-27 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 49 347 2,24 2 085 27,13
2025-06-26 NP JHMM - John Hancock Multifactor Mid Cap ETF 171 641 0,05 7 502 18,68
2025-07-29 NP IVOO - Vanguard S&P Mid-Cap 400 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 334 896 5,90 18 024 41,71
2025-04-24 NP NDVAX - MFS New Discovery Value Fund A 631 533 26,41 25 400 24,71
2025-05-27 NP IJH - iShares Core S&P 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 7 341 814 0,45 310 265 24,89
2025-05-27 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 4 690 2,05 198 26,92
2025-05-30 NP PRAFX - T. Rowe Price Real Assets 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 443 900 70,27 18 759 111,70
2025-05-29 NP JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 30 771 17,49 1 300 46,07
2025-07-29 NP EBI - Longview Advantage ETF 3 377 67 440,00 182
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 30 832 11,48 1 348 32,19
2025-06-30 NP NSFMX - Natixis Sustainable Future 2060 Fund Class N 266 16,67 12 37,50
2025-08-26 NP WCERX - WCM Alternatives: Event-Driven Fund - Investor Class Shares 0 −100,00 0 −100,00
2025-06-26 NP PQCCX - PGIM QMA Mid-Cap Core Equity Fund Class R6 1 005 11,67 44 30,30
2025-05-29 NP Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 1 118 79,74 47 123,81
2025-06-26 NP BLACKROCK NATURAL RESOURCES TRUST - BLACKROCK NATURAL RESOURCES TRUST 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 55 354 16,01 2 420 37,60
2025-06-30 NP NSFLX - Natixis Sustainable Future 2055 Fund Class N 324 15,71 14 40,00
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