DE:FM5 / First Merchants Corporation - Institutionellt ägande - Säljare

First Merchants Corporation
DE ˙ BST ˙ US3208171096
33,60 € ↓ −0,40 (−1,18%)
2025-09-23
DELAT PRIS
Institutionellt ägande och fondägande - Säljare

Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda 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
(%)
2025-08-12 13F Dimensional Fund Advisors Lp 3 405 615 −1,00 130 438 −6,23
2025-08-27 NP RMBKX - RMB Mendon Financial Services Fund Class A 100 000 −20,00 3 830 −24,23
2025-08-14 13F Sei Investments Co 111 605 −47,61 4 274 −50,39
2025-08-12 13F Charles Schwab Investment Management Inc 693 422 −2,59 26 558 −7,74
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 121 324 −5,77 4 324 −24,44
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 11 901 −24,72 456 −28,79
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 1 464 −41,35 52 −52,73
2025-08-12 13F Coldstream Capital Management Inc 0 −100,00 0
2025-08-14 13F Wellington Management Group Llp 54 922 −17,11 2 104 −21,50
2025-08-15 13F Kestra Advisory Services, LLC 14 061 −21,56 539 −25,69
2025-08-14 13F Cubist Systematic Strategies, LLC 126 051 −37,62 4 828 −40,93
2025-08-07 13F Hennion & Walsh Asset Management, Inc. 7 000 −29,92 268 −33,50
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 19 320 −9,38 740 −14,27
2025-08-22 NP Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 53 273 −1,29 2 040 −6,51
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 31 991 −7,83 1 225 −12,69
2025-08-26 NP PACAX - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 129 −2,27 5 −20,00
2025-08-12 13F Trexquant Investment LP 91 517 −14,94 3 505 −19,43
2025-07-25 NP FNDA - Schwab Fundamental U.S. Small 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 184 698 −10,53 6 963 −22,98
2025-06-30 NP HASCX - Harbor Small Cap Value Fund Institutional Class 1 006 549 −4,26 35 873 −23,22
2025-07-28 NP AVUVX - Avantis U.S. Small Cap Value Fund Institutional 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 34 541 −8,72 1 302 −21,42
2025-08-26 NP PSOPX - JPMorgan Small Cap Value Fund Class I 122 262 −1,29 4 683 −6,51
2025-08-13 13F Jackson Creek Investment Advisors LLC 0 −100,00 0
2025-08-14 13F Mariner, LLC 56 568 −5,03 2 167 −10,05
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 1 357 659 −2,05 51 998 −7,23
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares 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 8 183 −9,92 292 −27,79
2025-07-15 13F Fifth Third Bancorp 3 109 −4,22 119 −9,16
2025-08-12 13F BlackRock, Inc. 4 609 263 −3,73 176 535 −8,83
2025-08-27 13F/A Squarepoint Ops LLC 0 −100,00 0 −100,00
2025-07-14 13F GAMMA Investing LLC 426 −18,86 16 −23,81
2025-07-29 NP MPSSX - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares 33 167 −32,37 1 250 −41,81
2025-07-28 NP AVUV - Avantis U.S. Small Cap Value ETF 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 192 746 −30,53 7 267 −40,21
2025-08-13 13F Quadrant Capital Group Llc 18 421 −1,92 706 −7,11
2025-07-29 NP ISMD - Inspire Small/Mid Cap Impact ETF 8 757 −7,73 330 −20,48
2025-05-16 13F Sciencast Management LP 0 −100,00 0
2025-06-26 NP TISEX - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 228 860 −2,43 8 157 −21,75
2025-08-14 13F Quantedge Capital Pte Ltd 0 −100,00 0
2025-08-26 NP IJSIX - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 8 560 −9,12 328 −13,95
2025-07-29 NP VFVA - Vanguard U.S. Value Factor 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 10 425 −0,95 393 −14,57
2025-08-26 NP NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 7 406 −5,55 284 −10,73
2025-08-08 13F SG Americas Securities, LLC 6 828 −58,03 0
2025-05-06 13F Proficio Capital Partners LLC 0 −100,00 0 −100,00
2025-08-26 NP JSCSX - JPMorgan U.S. Small Company Fund Class I 48 418 −11,00 1 854 −15,69
2025-05-15 13F Verition Fund Management LLC 0 −100,00 0 −100,00
2025-05-07 13F Security Financial Services, INC. 0 −100,00 0
2025-07-23 13F John W. Rosenthal Capital Management, Inc. 72 305 −1,68 2 769 −6,86
2025-08-12 13F Corebridge Financial, Inc. 0 −100,00 0
2025-05-09 13F R Squared Ltd 0 −100,00 0
2025-08-14 13F Goldman Sachs Group Inc 926 422 −4,41 35 482 −9,47
2025-08-14 13F Engineers Gate Manager LP 11 968 −22,38 458 −26,48
2025-05-15 13F/A Orion Portfolio Solutions, LLC 5 850 −1,88 237 −0,42
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 10 985 −1,15 421 −6,46
2025-07-29 NP VTWV - Vanguard Russell 2000 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 38 719 −4,63 1 460 −17,94
2025-06-30 NP PRFZ - Invesco FTSE RAFI US 1500 Small-Mid 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 92 818 −19,35 3 308 −35,31
2025-08-01 13F Envestnet Asset Management Inc 170 185 −3,81 6 518 −8,89
2025-08-14 13F/A Skopos Labs, Inc. 18 −76,92 1 −100,00
2025-07-28 NP URTY - ProShares UltraPro Russell2000 4 263 −28,49 161 −38,70
2025-06-30 NP VIG - Vanguard Dividend Appreciation 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 313 263 −2,47 11 165 −21,79
2025-06-26 NP USCAX - Small Cap Stock Fund Shares 44 900 −2,26 1 600 −21,61
2025-08-26 NP POMIX - T. Rowe Price Total 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 10 138 −1,86 388 −6,95
2025-08-12 13F Brandywine Global Investment Management, LLC 40 261 −3,59 1 542 −8,71
2025-08-12 13F Ensign Peak Advisors, Inc 24 920 −18,35 954 −22,69
2025-07-28 NP VVSCX - Small Cap Value Fund 27 214 −15,66 1 026 −27,46
2025-08-12 13F Steward Partners Investment Advisory, Llc 0 −100,00 0
2025-04-29 NP SSMAX - Siit Small Mid Cap Equity Fund - Class A 26 160 −39,62 1 146 −20,38
2025-08-11 13F Cornerstone Planning Group LLC 0 −100,00 0
2025-08-29 NP DTD - WisdomTree U.S. Total Dividend Fund N/A 4 910 −0,85 188 −6,00
2025-07-28 NP UWM - ProShares Ultra Russell2000 5 817 −18,72 219 −30,03
2025-07-30 13F Aurora Investment Counsel 32 701 −1,29 1 252 −6,50
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 9 774 −13,21 374 −17,80
2025-08-13 13F Fisher Asset Management, LLC 441 788 −10,98 16 920 −15,69
2025-09-22 NP IIVAX - Transamerica Small/Mid Cap Value A 58 650 −0,76 2 236 6,13
2025-08-28 NP VSCVX - Victory Integrity Small-Cap Value Fund Class A 295 900 −2,98 11 333 −8,12
2025-06-26 NP USMIX - Extended Market Index Fund 6 920 −2,84 247 −22,15
2025-08-12 13F Franklin Resources Inc 51 322 −0,44 1 966 −5,71
2025-08-25 NP FTXO - First Trust Nasdaq Bank ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 26 481 −5,47 1 014 −10,42
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 487 047 −9,71 18 654 −14,49
2025-04-30 13F Valeo Financial Advisors, LLC 0 −100,00 0
2025-07-28 NP AVUS - Avantis U.S. Equity ETF 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 18 964 −6,34 715 −19,41
2025-08-27 NP VSTCX - Vanguard Strategic Small-Cap Equity 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 8 954 −61,40 343 −63,54
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 73 185 −4,89 2 608 −23,72
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 268 889 −14,03 9 583 −31,05
2025-08-12 13F Jpmorgan Chase & Co 678 165 −7,87 25 974 −12,75
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 38 264 −0,93 1 364 −20,57
2025-06-30 NP VYM - Vanguard High Dividend Yield 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 218 980 −9,31 7 804 −27,27
2025-05-30 NP SPWIX - Simt Small Cap Growth Fund Class I 9 202 −28,71 372 −30,60
2025-08-07 13F Meeder Asset Management Inc 0 −100,00 0
2025-04-14 13F City Center Advisors, LLC 0 −100,00 0
2025-07-29 13F William Blair Investment Management, Llc 724 679 −7,62 27 755 −12,51
2025-08-14 13F Raymond James Financial Inc 459 479 −3,71 17 598 −8,81
2025-08-14 13F Stifel Financial Corp 32 121 −9,05 1 230 −13,87
2025-08-14 13F Graham Capital Management, L.P. 7 686 −50,95 294 −53,55
2025-08-14 13F Integrated Investment Consultants, LLC 7 268 −37,89 278 −41,23
2025-08-13 13F Rsm Us Wealth Management Llc 14 280 −1,04 547 −6,35
2025-08-13 13F Advisory Research Inc 75 438 −4,88 2 889 −9,92
2025-03-28 NP HAPS - Harbor Corporate Culture Small Cap ETF 15 113 −16,97 672 −0,45
2025-07-25 13F Johnson Investment Counsel Inc 0 −100,00 0
2025-07-15 13F Mather Group, Llc. 0 −100,00 0
2025-08-26 NP IWV - iShares Russell 3000 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 14 197 −0,78 544 −6,06
2025-08-14 13F Polymer Capital Management (US) LLC 8 102 −14,47 310 −19,06
2025-08-13 13F Cary Street Partner Investment Advisory Llc 48 −41,46 2 −66,67
2025-08-14 13F Evergreen Capital Management Llc 0 −100,00 0
2025-08-15 13F Captrust Financial Advisors 20 892 −3,44 800 −8,47
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 1 090 −13,70 42 −19,61
2025-08-14 13F Manufacturers Life Insurance Company, The 461 315 −2,47 17 668 −7,63
2025-04-29 NP BOGIX - Bogle Investment Management Small Cap Growth Fund 0 −100,00 0 −100,00
2025-08-14 13F Dark Forest Capital Management Lp 113 040 −19,51 4 329 −23,77
2025-08-14 13F Vident Advisory, LLC 0 −100,00 0
2025-08-29 NP DEW - WisdomTree Global High Dividend Fund N/A 1 924 −2,38 74 −7,59
2025-08-26 NP TLSTX - Stock Index Fund 285 −70,31 11 −73,68
2025-08-12 13F Hillsdale Investment Management Inc. 140 −12,50 5 −16,67
2025-08-11 13F Great Lakes Advisors, Llc 108 524 −3,21 4 156 −8,34
2025-07-21 13F 111 Capital 0 −100,00 0
2025-06-26 NP FRBAX - Regional Bank Fund Class A 237 522 −2,38 8 465 −21,71
2025-08-25 NP MMYAX - MassMutual Select Small Company Value Fund Class A 1 491 −21,98 57 −25,97
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 61 267 −0,17 2 0,00
2025-07-15 13F Public Employees Retirement System Of Ohio 829 −5,80 32 −11,43
2025-08-14 13F Fmr Llc 219 928 −1,20 8 423 −6,43
2025-08-08 13F Principal Financial Group Inc 758 138 −1,68 29 037 −6,88
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 9 093 −6,38 348 −11,22
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 596 −29,88 21 −43,24
2025-09-17 NP GTCSX - Small Cap Equity Portfolio Advisor 267 545 −4,97 10 199 1,63
2025-08-08 13F KBC Group NV 2 169 −28,93 0
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 4 675 −2,34 176 −15,79
2025-07-10 13F Global Financial Private Client, LLC 0 −100,00 0
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 38 056 −16,21 1 356 −32,80
2025-05-08 13F Harbour Investments, Inc. 0 −100,00 0
2025-05-15 13F Quarry LP 0 −100,00 0
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 1 335 −5,32 50 −18,03
2025-08-12 13F XTX Topco Ltd 0 −100,00 0
2025-06-25 NP TASVX - PGIM QMA SMALL-CAP VALUE FUND Class Z 22 800 −16,18 813 −32,78
2025-08-05 13F Bank of New York Mellon Corp 677 269 −1,96 25 939 −7,15
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 272 903 −13,87 9 726 −30,92
2025-08-27 NP VISVX - Vanguard Small-Cap Value 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 865 872 −3,71 33 163 −8,81
2025-08-13 13F Schroder Investment Management Group 331 163 −28,73 12 799 −31,80
2025-07-23 13F First Merchants Corp 539 726 −0,53 20 672 −5,80
2025-07-28 NP SMDV - ProShares Russell 2000 Dividend Growers ETF 168 568 −5,44 6 355 −18,60
2025-06-26 NP FSCAX - Nuveen Small Cap Value Fund Class A This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 125 697 −0,43 4 480 −20,15
2025-08-12 13F Prudential Financial Inc 7 689 −75,80 315 −77,16
2025-06-27 NP AVFIX - American Beacon Small Cap Value Fund Institutional Class 26 990 −88,41 962 −90,71
2025-08-13 13F Renaissance Technologies Llc 0 −100,00 0
2025-05-29 NP CSF - VictoryShares US Discovery Enhanced Volatility Wtd ETF 1 488 −33,24 60 −31,82
2025-08-26 NP SVAL - iShares US Small Cap Value 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 17 918 −4,11 686 −9,14
2025-08-27 NP SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 87 −1,14 3 0,00
2025-08-14 13F Voloridge Investment Management, Llc 0 −100,00 0
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 1 293 −2,19 50 −7,55
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 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 14 255 −34,58 508 −47,52
2025-08-14 13F Cibc World Markets Corp 7 192 −44,42 275 −47,42
2025-08-15 13F Morgan Stanley 246 148 −4,99 9 427 −10,02
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 8 677 −28,98 332 −32,79
2025-08-07 13F Parkside Financial Bank & Trust 0 −100,00 0
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 7 950 −50,68 283 −60,47
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 7 982 −26,30 306 −30,37
2025-08-25 NP STSVX - BNY Mellon Small Cap Value Fund Class I 17 183 −6,64 658 −11,56
2025-07-30 13F Rehmann Capital Advisory Group 10 461 −8,61 401 −13,42
2025-07-29 NP VFAIX - Vanguard Financials 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 94 992 −5,91 3 581 −19,00
2025-08-08 13F Intech Investment Management Llc 31 571 −27,02 1 209 −30,87
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 1 730 −5,46 66 −10,81
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 2 160 −1,19 83 −6,82
2025-07-22 NP GSSIX - Goldman Sachs Small Cap Value Fund Institutional 195 379 −6,06 7 366 −19,15
2025-08-14 13F Jane Street Group, Llc 90 720 −15,89 3 475 −20,34
2025-08-04 13F Assetmark, Inc 3 106 −1,27 119 −7,09
2025-06-26 NP DFSVX - U.s. Small Cap 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 790 302 −0,20 28 166 −19,96
2025-08-01 13F Teacher Retirement System Of Texas 36 012 −6,36 1 379 −11,32
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 60 501 −3,88 2 317 −8,96
2025-08-11 13F Mach-1 Financial Group, Inc. 0 −100,00 0
2025-08-14 13F RMB Capital Management, LLC 100 475 −19,62 3 848 −23,88
2025-08-01 13F Peregrine Capital Management Llc 139 883 −3,24 5 358 −8,36
2025-05-08 13F Profund Advisors Llc 0 −100,00 0 −100,00
2025-07-25 13F Stephens Consulting, LLC 0 −100,00 0
2025-08-14 13F Citadel Advisors Llc 29 065 −65,65 1 113 −67,47
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 57 −10,94 2 0,00
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 40 528 −9,81 1 552 −14,58
2025-08-15 13F CI Private Wealth, LLC 78 558 −0,06 3 009 −5,35
2025-07-14 13F Westend Capital Management LLC 0 −100,00 0
2025-08-13 13F MetLife Investment Management, LLC 272 504 −18,56 10 437 −22,87
2025-07-11 13F Farther Finance Advisors, LLC 48 −2,04 2 0,00
2025-07-25 NP SCHA - Schwab U.S. Small-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 278 284 −1,58 10 491 −15,29
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 36 930 −1,99 1 414 −7,16
2025-05-29 NP MSVIX - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares 0 −100,00 0 −100,00
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 33 607 −0,99 1 287 −6,20
2025-08-14 13F Integrity Wealth Advisors, Inc. 0 −100,00 0
2025-08-13 13F Invesco Ltd. 116 588 −14,56 4 465 −19,08
2025-08-05 13F Carolinas Wealth Consulting Llc 0 −100,00 0 −100,00
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Value Fund 29 507 −1,49 1 130 −6,69
2025-08-14 13F Point72 Asset Management, L.P. 0 −100,00 0
2025-08-13 13F Advantage Alpha Capital Partners LP 0 −100,00 0
2025-07-22 NP GSC - Goldman Sachs Small Cap Core Equity ETF 37 840 −3,69 1 427 −17,09
2025-09-04 13F/A Advisor Group Holdings, Inc. 20 302 −3,90 778 −9,02
2025-06-26 NP BLACKROCK FUNDS - iShares Total U.S. Stock Market 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 6 242 −12,50 222 −29,97
2025-08-14 13F Warren Averett Asset Management, LLC 5 756 −11,64 220 −16,35
2025-07-31 13F Oppenheimer Asset Management Inc. 40 459 −2,01 1 550 −7,19
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 4 665 −11,68 179 −16,43
2025-06-30 NP PFM - Invesco Dividend Achievers 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 1 702 −5,55 61 −25,00
2025-08-26 NP SASVX - Virtus Ceredex Small-Cap Value Equity Fund Class A 33 000 −3,79 1 264 −8,94
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 902 414 −0,42 34 562 −5,69
2025-04-07 13F Summit Global Investments 0 −100,00 0
2025-08-28 NP IWM - iShares Russell 2000 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 1 458 539 −8,65 55 862 −13,48
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 12 468 −5,72 470 −18,83
2025-08-27 NP JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 10 106 −6,51 387 −11,44
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 15 401 −4,15 590 −9,24
2025-08-27 NP TLEQX - Small-Cap Equity Fund 3 147 −30,96 121 −34,78
2025-08-13 13F Northern Trust Corp 569 915 −4,87 21 828 −9,91
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 175 108 −9,80 6 241 −27,67
2025-07-08 13F Parallel Advisors, LLC 348 −10,54 13 −13,33
2025-08-14 13F State Of Wisconsin Investment Board 5 448 −10,72 209 −15,45
2025-06-24 NP TILT - FlexShares Morningstar US Market Factor Tilt Index Fund This fund is a listed as child fund of Northern Trust 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 13 816 −1,26 492 −20,77
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 204 −3,32 8 −12,50
2025-08-14 13F Mendon Capital Advisors Corp 112 250 −14,39 4 299 −18,92
2025-08-14 13F Comerica Bank 7 268 −26,80 278 −30,67
2025-05-29 NP CSB - VictoryShares US Small Cap High Div Volatility Wtd ETF 0 −100,00 0 −100,00
2025-06-24 NP JPSE - JPMorgan Diversified Return U.S. Small Cap Equity ETF 8 349 −4,13 298 −23,26
2025-07-09 13F Harbor Capital Advisors, Inc. 317 −9,69 0
2025-07-25 13F CBOE Vest Financial, LLC 0 −100,00 0
2025-08-06 13F Commonwealth Equity Services, Llc 30 670 −6,21 1 0,00
2025-07-16 13F Signaturefd, Llc 1 548 −4,33 59 −9,23
2025-08-14 13F Smartleaf Asset Management LLC 128 −67,59 5 −73,33
2025-08-12 13F Deutsche Bank Ag\ 41 131 −10,38 1 575 −15,09
2025-08-11 13F Citigroup Inc 111 178 −17,05 4 258 −21,44
2025-08-12 13F Swiss National Bank 111 762 −1,67 4 280 −6,88
2025-07-15 13F SJS Investment Consulting Inc. 6 −45,45 0
2025-06-27 NP DPST - Direxion Daily Regional Banks Bull 3X Shares 31 944 −23,46 1 138 −38,62
2025-08-13 13F Hsbc Holdings Plc 5 677 −16,10 219 −20,44
2025-08-12 13F OneAscent Financial Services LLC 146 142 −40,84 6 −44,44
2025-08-20 NP WBVNX - William Blair Small Cap Value Fund Class N 273 669 −8,66 10 482 −13,49
2025-06-23 NP BKPIX - Banks Ultrasector Profund Investor Class 1 152 −62,68 41 −70,07
2025-07-29 NP DSCVX - BNY Mellon Opportunistic Small Cap Fund Investor Shares 62 678 −4,90 2 363 −18,16
2025-04-17 NP FLMFX - MUIRFIELD FUND Retail Class 523 −49,07 21 −22,22
2025-08-11 13F Vanguard Group Inc 6 186 207 −0,83 236 932 −6,08
2025-08-28 NP KBE - SPDR(R) S&P Bank 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 275 583 −14,59 10 555 −19,11
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 117 504 −0,35 4 500 −5,62
2025-05-29 NP CSA - VictoryShares US Small Cap Volatility Wtd ETF 1 169 −41,52 47 −40,51
2025-07-07 13F Versant Capital Management, Inc 116 −1,69 4 0,00
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 18 973 −3,47 727 −8,56
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 988 −3,23 37 −15,91
2025-08-07 13F ProShare Advisors LLC 175 476 −4,63 6 721 −9,69
2025-08-13 13F First Trust Advisors Lp 766 252 −29,14 29 347 −32,89
2025-08-12 13F Picton Mahoney Asset Management 0 −100,00 0
2025-08-13 13F Russell Investments Group, Ltd. 32 493 −5,38 1 244 −10,37
Other Listings
US:FRME 39,57 US$
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