Topp 180 gemensamma fonder med BOX / Box, Inc. (NYSE)

Box, Inc.
US ˙ NYSE ˙ US10316T1043

Topp 180 gemensamma fonder med BOX / Box, Inc.

Denna sida visar alla gemensamma fonder som har rapporterat positioner i BOX / Box, Inc.. 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
(%)
2025-05-20 NP RIFAX - U.S. Strategic Equity Fund 0 −100,00 0 −100,00
2025-06-18 NP GMRAX - Nationwide Small Cap Index Fund Class A 12 185 0,07 380 −6,40
2025-07-25 NP NMSAX - Columbia Small Cap Index Fund Class A 273 881 −5,22 10 358 9,62
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 68 2
2025-08-26 NP PSGIX - Blackrock Advantage Small Cap Growth Fund Institutional This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 94 604 −3,82 3 233 6,49
2025-08-26 NP JDSCX - JPMorgan Small Cap Blend Fund Class I 184 240 −1,38 6 295 9,21
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 197 0,51 7 0,00
2025-08-26 NP LMBAX - QS U.S. Small Capitalization Equity Fund Class A 12 529 0,00 428 10,88
2025-08-28 NP HSGFX - Hussman Strategic Growth Fund 20 000 683
2025-08-21 NP MXMTX - Great-West Small Cap Growth Fund Investor Class 78 926 −0,41 2 697 10,27
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 22 400 11,44 847 28,92
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 697 122 0,00 21 764 −6,50
2025-08-28 NP VYSVX - Vericimetry U.S. Small Cap Value Fund 560 −52,94 19 −47,22
2025-05-28 NP LEOIX - Lazard Enhanced Opportunities Portfolio Institutional Shares 249 8
2025-08-27 NP VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 230 309 0,70 76 210 11,50
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 20 691 3,58 707 14,77
2025-08-27 NP PIBAX - PGIM BALANCED FUND Class A 8 150 −5,78 278 4,51
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 137 −11,04 4 −20,00
2025-04-29 NP HSMNX - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 0 −100,00 0 −100,00
2025-05-30 NP DTSGX - Small Company Growth Portfolio Investment Class 2 327 −29,70 72 −31,73
2025-04-29 NP SSMAX - Siit Small Mid Cap Equity Fund - Class A 34 260 −20,43 1 120 1,63
2025-06-26 NP TRDFX - Steward Small-Mid Cap Enhanced Index Fund Class A 6 011 0,00 188 −6,50
2025-08-22 NP SZCAX - DWS Small Cap Core Fund Class A 275 000 0,00 9 397 10,72
2025-08-27 NP VBINX - Vanguard Balanced 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 81 952 −0,94 2 800 9,67
2025-08-27 NP HCEGX - The Growth Equity Portfolio HC Strategic Shares 1 089 0,00 37 12,12
2025-08-27 NP CSXAX - Calvert US Large-Cap Core Responsible Index Fund Class A 17 017 −3,09 581 16,90
2025-07-28 NP NBMIX - Neuberger Berman Small Cap Growth Fund Investor Class 114 011 4 312
2025-08-27 NP VTMSX - Vanguard Tax-Managed Small-Cap Fund Admiral 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 933 226 −3,43 31 888 6,93
2025-06-11 NP KTCIX - DWS Science and Technology Fund Institutional Class 378 338 −41,60 11 812 −45,39
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 717 1,13 24 14,29
2025-06-27 NP PASIX - PACE Alternative Strategies Investments Class A 154 5
2025-08-27 NP RYWAX - S&P SmallCap 600 Pure Growth Fund Class H 343 −10,91 12 0,00
2025-03-25 NP QASCX - Federated MDT Small Cap Core Fund Class A 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 66 471 0,00 2 219 5,12
2025-08-28 NP GMSMX - GuideMark(R) Small/Mid Cap Core Fund Service Shares 3 874 0,00 132 10,92
2025-07-23 NP VYSGX - Voya Small Company Fund Class W 77 868 22,89 2 945 42,15
2025-06-23 NP SGPIX - Small-cap Growth Profund Investor Class 874 −1,24 27 −6,90
2025-06-18 NP REUYX - Sustainable Equity Fund Class Y 0 −100,00 0 −100,00
2025-08-28 NP NCGFX - New Covenant Growth Fund 539 0,00 18 12,50
2025-08-26 NP TQSMX - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity 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 21 269 −46,73 727 −41,07
2025-08-26 NP IPSIX - Voya Index Plus SmallCap Portfolio Class I 12 421 −75,30 424 −72,66
2025-08-27 NP NAESX - Vanguard Small-Cap 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 3 369 484 −1,11 115 135 9,49
2025-08-28 NP SVTAX - Simt Global Managed Volatility Fund Class F 97 865 201,72 3 344 234,40
2025-08-27 NP CMJAX - Calvert US Mid-Cap Core Responsible Index Fund Class A 6 900 −22,49 236 −6,75
2025-08-26 NP IJSIX - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 18 041 −9,12 616 0,65
2025-03-27 NP TMAAX - Thrivent Moderately Aggressive Allocation Fund Class A 0 −100,00 0 −100,00
2025-03-27 NP TCAAX - Thrivent Moderately Conservative Allocation Fund Class A 0 −100,00 0
2025-03-27 NP THMAX - Thrivent Moderate Allocation Fund Class A 0 −100,00 0 −100,00
2025-09-03 NP MMNIX - Miller Market Neutral Income Fund Class I Short −23 000 −738
2025-08-22 NP FECGX - Fidelity Small Cap Growth Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 73 889 −15,89 2 525 −6,90
2025-08-28 NP AIHHX - Aristotle Small/Mid Cap Equity Fund Class I-2 12 249 −19,00 419 −10,30
2025-08-28 NP WFIVX - Wilshire 5000 Index Fund Investment Class 708 0,00 24 14,29
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 13 100 10,66 448 22,47
2025-08-29 NP JRSAX - Janus Henderson U.S. Managed Volatility Fund Class A 0 −100,00 0 −100,00
2025-06-23 NP PSSMX - SmallCap S&P 600 Index Fund R-3 139 576 −4,91 4 358 −11,08
2025-06-26 NP FLXSX - Fidelity Flex Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 26 988 17,22 843 9,64
2025-07-29 NP VITAX - Vanguard Information Technology Index Fund Admiral 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 2 932 837 2,39 110 920 18,42
2025-06-23 NP PPNMX - SmallCap Growth Fund I R-3 14 122 −4,03 441 −10,39
2025-08-27 NP ARBOX - Absolute Convertible Arbitrage Fund Investor Shares Short −262 729 11,43 −8 977 23,38
2025-06-26 NP CRSSX - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 57 671 −4,75 1 800 −10,94
2025-03-25 NP QASGX - Federated MDT Small Cap Growth Fund Class A 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 57 715 9,45 1 927 15,11
2025-08-26 NP GSCYX - SMALL CAP EQUITY FUND Institutional 35 736 −12,56 1 221 −3,17
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 606 6,50 19 0,00
2025-03-27 NP AALGX - Thrivent Global Stock Fund Class A 0 −100,00 0 −100,00
2025-03-27 NP TAAAX - Thrivent Aggressive Allocation Fund Class A 0 −100,00 0 −100,00
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 3 690 −2,10 140 13,01
2025-06-24 NP SWSCX - Schwab Small-Cap Equity Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 68 887 163,87 2 151 146,84
2025-07-29 NP VRTGX - Vanguard Russell 2000 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 123 028 −4,81 4 653 10,08
2025-06-26 NP SCUVX - Hartford Schroders US Small Cap Opportunities Fund Class A 125 994 0,00 3 934 −6,49
2025-08-26 NP WTSGX - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class 141 334 14,80 4 829 27,11
2025-06-30 NP HASCX - Harbor Small Cap Value Fund Institutional Class 1 312 911 −4,26 40 989 −10,48
2025-05-28 NP LUSIX - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 3 300 −12,05 102 −14,41
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 147 612 10,55 5 583 27,85
2025-08-26 NP OGGFX - JPMorgan Small Cap Growth Fund Class I 818 361 0,54 27 963 11,33
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 1 440 −29,82 45 −35,29
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 179 215 −1,55 5 595 −7,95
2025-08-28 NP TMMAX - SIMT Tax-Managed Managed Volatility Fund Class F 3 101 106
2025-08-29 NP FTXNX - Fuller & Thaler Behavioral Small-Cap Growth Fund Investor Shares 1 095 000 1 912,68 37 416 3 863,56
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 33 823 1 156
2025-03-27 NP RSEAX - U.S. Strategic Equity Fund Class A 7 725 −90,41 258 −89,95
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 330 1,23 11 10,00
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 11 153 5,15 422 21,68
2025-07-24 NP BDSIX - BlackRock Advantage Small Cap Core Fund Institutional Shares This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 302 760 −10,72 11 450 3,26
2025-08-26 NP NOSGX - Northern Small Cap Value Fund 18 093 618
2025-06-17 NP MASMX - Madison Small Cap Fund Small Cap Fund Class A 166 226 −1,36 5 190 −7,77
2025-06-26 NP PBAIX - Blackrock Tactical Opportunities 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 14 342 66,15 448 55,21
2025-08-20 NP ASMOX - AQR Small Cap Momentum Style Fund Class I 7 275 76,19 249 95,28
2025-06-26 NP DFSCX - U.s. Micro Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 325 653 23,67 10 167 15,63
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 265 627 0,88 10 046 16,68
2025-08-27 NP BBTSX - Bridge Builder Tax Managed Small/Mid Cap Fund 5 269 0,00 180 11,11
2025-07-29 NP SECAX - SIIT Small Cap II Fund - Class A 9 380 355
2025-07-29 NP SVYAX - SIIT U.S. Managed Volatility Fund - Class A 88 334 873,06 3 341 1 028,38
2025-07-23 NP FAAAX - Franklin K2 Alternative Strategies Fund Class A Short −7 307 −3,89 −276 11,29
2025-07-25 NP UCAGX - Cornerstone Aggressive Fund 3 191 −10,26 121 3,45
2025-08-26 NP IVCSX - Voya Small Company Portfolio Class I 101 209 −0,19 3 458 10,51
2025-08-27 NP VISGX - Vanguard Small-Cap Growth 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 1 866 828 −2,30 63 790 8,17
2025-06-23 NP INPIX - Internet Ultrasector Profund Investor Class 5 123 −29,98 160 −34,84
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 4 765 −43,42 163 −37,45
2025-06-25 NP DISSX - BNY Mellon Smallcap Stock Index Fund Investor Shares 95 727 −13,85 2 989 −19,46
2025-08-28 NP SVOAX - Simt Us Managed Volatility Fund Class F 40 694 600,41 1 391 676,54
2025-08-26 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 22 260 0,00 761 10,79
2025-08-26 NP JSCSX - JPMorgan U.S. Small Company Fund Class I 102 042 −11,00 3 487 −1,47
2025-08-26 NP PRDSX - T. Rowe Price QM U.S. Small-Cap Growth Equity 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 656 171 0,00 22 421 10,73
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 275 665 −6,47 9 419 3,56
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 2 370 3,13 81 14,29
2025-08-26 NP RBCGX - Reynolds Blue Chip Growth Fund 900 −72,73 31 −71,15
2025-08-27 NP RYIIX - Internet Fund Investor Class 2 254 −0,22 77 11,59
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 9 727 4,42 332 15,68
2025-08-28 NP ASQIX - Small Company Fund Investor Class This fund is a listed as child fund of American Century Companies 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 47 938 0,00 1 638 10,75
2025-06-26 NP DFVEX - U.s. Vector Equity Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 19 290 −25,33 602 −30,16
2025-06-26 NP TSMOX - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 154 070 117,95 4 810 103,81
2025-07-23 NP CFSSX - Column Small Cap Select Fund 43 883 13,68 1 660 31,46
2025-06-30 NP VMNVX - Vanguard Global Minimum Volatility Fund Admiral 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 20 985 655
2025-04-24 NP BMSFX - MFS Blended Research Mid Cap Equity Fund A 128 086 33,48 4 188 24,38
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 784 078 0,19 29 654 15,88
2025-08-25 NP QWVOX - Clearwater Small Companies Fund 7 056 67,20 241 67,36
2025-08-28 NP HSAFX - Hussman Strategic Allocation Fund 1 000 34
2025-06-27 NP PCSGX - PACE Small/Medium Co Growth Equity Investments Class P 0 −100,00 0 −100,00
2025-07-25 NP DCCAX - Delaware Small Cap Core Fund Class A 973 127 −13,08 36 804 0,53
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 205 918 8,25 7 788 25,19
2025-08-21 NP MXISX - Great-West S&P Small Cap 600 Index Fund Investor Class 106 652 −3,36 3 644 7,02
2025-08-28 NP SSBIX - State Street Balanced Index Fund Class K 853 0,00 29 11,54
2025-08-20 NP ADANX - AQR Diversified Arbitrage Fund Class N Short −143 731 223,93 −4 911 250,29
2025-08-28 NP ARABX - Aristotle Small Cap Equity Fund II Class A 63 634 −10,85 2 174 −1,27
2025-06-26 NP USSCX - Science & Technology Fund Shares 64 477 0,00 2 013 −6,51
2025-07-30 NP SMCIX - S&P SmallCap Index Fund Direct Shares 5 409 −4,79 205 10,27
2025-07-29 NP SGMAX - SIIT Global Managed Volatility Fund Class A 246 261 162,08 9 314 203,16
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 28 222 0,28 964 11,06
2025-08-19 NP RIFBX - U.S. Small Cap Equity Fund 5 423 −31,04 185 −23,55
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 707 099 9,77 26 742 26,96
2025-08-28 NP SSMHX - State Street Small/mid Cap Equity Index Portfolio 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 46 827 −9,12 1 600 0,63
2025-06-26 NP FSSNX - Fidelity Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 421 136 2,12 44 368 −4,52
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 67 671 0,00 2 113 −6,51
2025-07-28 NP VCSLX - Small Cap Index Fund 58 549 8,84 2 214 25,87
2025-06-26 NP USMIX - Extended Market Index Fund 16 633 −2,09 519 −8,47
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 26 758 −0,76 914 9,86
2025-08-26 NP SCRSX - Small Cap Core Portfolio SCB Class 87 320 −10,93 2 984 −1,39
2025-08-27 NP OASGX - Optimum Small-mid Cap Growth Fund Class A 134 100 −12,92 4 582 −3,58
2025-07-23 NP CFSLX - Column Small Cap Fund 7 577 5,41 287 21,70
2025-07-29 NP LONAX - Longboard Alternative Growth Fund Class A 8 096 141,38 306 180,73
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 4 398 355 1,14 150 292 11,98
2025-06-05 NP GTTMX - Quantitative U.S. Total Market Equity Portfolio 18 060 0,00 564 −6,63
2025-08-26 NP TLSTX - Stock Index Fund 2 369 0,00 81 9,59
2025-07-30 NP NEXTX - Shelton Green Alpha Fund 40 000 0,00 1 513 15,60
2025-08-28 NP OBEGX - Oberweis Global Opportunities Fund Investor Class 19 300 659
2025-06-26 NP DFEOX - U.s. Core Equity 1 Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 136 942 0,00 4 275 −6,50
2025-06-24 NP SNXFX - Schwab 1000 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 47 243 6,25 1 475 −0,67
2025-06-26 NP TIEIX - TIAA-CREF Equity Index Fund Institutional Class 143 236 0,00 4 472 −6,50
2025-06-27 NP CVSIX - Calamos Market Neutral Income Fund Class A Short −512 321 −7,24 −15 995 −13,27
2025-06-18 NP RTSSX - Tax-Managed U.S. Mid & Small Cap Fund Class S 18 284 0,00 571 −6,56
2025-08-27 NP SAGWX - Touchstone Small Company Fund Class A 386 927 9,15 13 221 20,85
2025-08-28 NP WMKSX - WesMark Small Company Growth Fund 81 254 0,00 2 776 10,73
2025-07-29 NP SLPAX - Siit Small Cap Fund - Class A 11 866 93,89 449 124,00
2025-08-28 NP OBSOX - Oberweis Small-Cap Opportunities Fund Investor Class 632 800 5,98 21 623 17,35
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 42 942 2,75 1 341 −3,94
2025-08-28 NP SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3 771 25,49 129 39,13
2025-08-28 NP RSEGX - Victory RS Small Cap Growth Fund Class A 137 270 −17,13 4 691 −8,24
2025-08-28 NP SPWIX - Simt Small Cap Growth Fund Class I 12 300 9,32 420 54,41
2025-06-18 NP REBYX - U.S. Small Cap Equity Fund Class Y 27 494 43,63 858 34,27
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 350 364 2,85 10 938 −3,83
2025-08-27 NP CGJAX - Calvert US Large-Cap Growth Responsible Index Fund Class A 3 082 11,42 105 34,62
2025-07-28 NP NINAX - Neuberger Berman Intrinsic Value Fund Class A 184 927 −7,06 6 994 7,49
2025-08-27 NP GTSAX - INVESCO Small Cap Growth Fund Class A 221 137 7 556
2025-07-25 NP USCRX - Cornerstone Moderately Aggressive Fund 3 461 1,88 131 17,12
2025-06-30 NP CSMVX - Congress Small Cap Growth Fund Retail Class 1 075 000 0,00 33 562 −6,50
2025-06-26 NP USCAX - Small Cap Stock Fund Shares 53 515 −1,85 1 671 −8,24
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 15 039 514
2025-03-28 NP GSAOX - Goldman Sachs Small Cap Growth Insights Fund Class A 36 728 2 374,93 1 226 2 508,51
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 54 400 54,90 2 057 79,18
2025-07-30 NP IUSCX - Fisher Investments Institutional Group U.S. Small Cap Equity Fund 89 0,00 3 50,00
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 65 621 2,52 2 049 −4,16
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 64 991 0,86 2 221 11,67
2025-05-22 NP SDGAX - DWS Capital Growth Fund Class A 351 380 −26,51 10 844 −28,23
2025-08-27 NP VITNX - Vanguard Institutional Total Stock Market 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 69 576 1,84 2 377 12,76
2025-08-27 NP IYSYX - Ivy Small Cap Core Fund Class Y 51 305 −1,41 1 753 9,22
2025-06-05 NP GTAPX - Quantitative U.S. Long/Short Equity Portfolio 7 100 0,00 222 −6,75
2025-07-29 NP VFMFX - Vanguard U.S. Multifactor Fund Admiral 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 5 798 0,00 219 15,87
2025-06-25 NP GCSIX - Goldman Sachs Small Cap Equity Insights Fund Institutional 0 −100,00 0 −100,00
2025-08-29 NP MMSCX - Praxis Small Cap Index Fund Class A 6 690 −27,68 229 −20,00
2025-06-26 NP DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 203 631 0,00 6 357 −6,50
2025-06-26 NP PDAVX - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 3 182 99
Other Listings
GB:0HP1
DE:3BX 28,00 €
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