MX:SLVM / Sylvamo Corporation - Institutionellt ägande - Säljare

Sylvamo Corporation
MX ˙ BMV ˙ US8713321029
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
(%)
2025-05-06 13F Proficio Capital Partners LLC 0 −100,00 0 −100,00
2025-08-05 13F Versor Investments LP 0 −100,00 0
2025-08-25 NP SQLV - Legg Mason Small-Cap Quality Value ETF 2 295 −7,68 115 −31,33
2025-08-14 13F Raymond James Financial Inc 116 607 −4,22 5 842 −28,46
2025-05-15 13F/A Weiss Asset Management LP 0 −100,00 0
2025-05-07 13F Corton Capital Inc. 0 −100,00 0
2025-07-15 13F Main Street Group, LTD 0 −100,00 0
2025-05-22 NP ASMOX - AQR Small Cap Momentum Style Fund Class I 522 −80,98 35 −83,80
2025-05-12 13F Peapack Gladstone Financial Corp 0 −100,00 0
2025-08-28 NP SPSM - SPDR(R) Portfolio Small 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 290 270 −1,40 14 543 −26,35
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 5 230 −0,89 262 −25,78
2025-05-02 13F Sigma Planning Corp 0 −100,00 0
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 223 892 −1,59 11 217 −26,49
2025-07-17 13F Janney Montgomery Scott LLC 31 675 −1,41 2 −50,00
2025-07-30 NP SMCIX - S&P SmallCap Index Fund Direct Shares 1 246 −7,36 66 −30,53
2025-06-26 NP USMIX - Extended Market Index Fund 4 048 −3,87 241 −28,49
2025-07-25 13F JustInvest LLC 0 −100,00 0
2025-08-28 NP SLYG - SPDR(R) S & P 600 Small Cap Growth 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 167 624 −4,41 8 398 −28,60
2025-07-10 13F Global Financial Private Client, LLC 0 −100,00 0
2025-05-14 13F Oarsman Capital, Inc. 0 −100,00 0
2025-07-28 13F Mitchell Mcleod Pugh & Williams Inc 0 −100,00 0
2025-08-08 13F Jupiter Asset Management Ltd 0 −100,00 0
2025-05-06 13F Cetera Investment Advisers 0 −100,00 0
2025-03-25 NP FAD - First Trust Multi Cap Growth AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 172 −31,85 174 −35,93
2025-07-14 13F Kapitalo Investimentos Ltda 0 −100,00 0
2025-08-21 NP LUSIX - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 2 021 −3,81 101 −27,86
2025-08-14 13F Xponance, Inc. 0 −100,00 0
2025-08-12 13F Prudential Financial Inc 105 891 −15,73 5 305 −37,05
2025-08-13 13F Continuum Advisory, LLC 0 −100,00 0
2025-06-23 NP SGPIX - Small-cap Growth Profund Investor Class 208 −2,80 12 −29,41
2025-06-30 NP CALF - Pacer US Small Cap Cash Cows 100 ETF 381 232 −77,49 22 729 −83,24
2025-07-23 13F Louisiana State Employees Retirement System 16 000 −0,62 802 −25,76
2025-08-14 13F State Street Corp 1 303 154 −2,55 65 288 −27,21
2025-08-07 13F CENTRAL TRUST Co 262 −3,32 13 −27,78
2025-07-16 13F Perigon Wealth Management, LLC 0 −100,00 0
2025-08-12 13F MAI Capital Management 203 −16,80 10 −37,50
2025-07-25 13F Cwm, Llc 678 −20,42 0
2025-07-31 13F State of New Jersey Common Pension Fund D 0 −100,00 0
2025-04-25 NP DWAS - Invesco DWA SmallCap Momentum 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 38 070 −25,67 2 707 −42,74
2025-05-27 NP Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 984 −0,61 66 −16,67
2025-05-05 13F Los Angeles Capital Management Llc 0 −100,00 0
2025-05-07 13F Nemes Rush Group LLC 0 −100,00 0
2025-08-07 13F Meeder Asset Management Inc 0 −100,00 0
2025-08-12 13F Bokf, Na 16 084 −15,00 806 −36,56
2025-07-25 13F Allspring Global Investments Holdings, LLC 9 657 −87,80 512 −90,44
2025-08-08 13F Bailard, Inc. 0 −100,00 0
2025-04-29 13F Lee Danner & Bass Inc 0 −100,00 0
2025-08-13 13F Beacon Pointe Advisors, LLC 101 207 −0,06 5 070 −25,35
2025-06-27 NP SYLD - Cambria Shareholder Yield ETF 148 227 −29,95 8 837 −43,34
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 130 580 −8,90 7 785 −32,19
2025-04-15 13F TrimTabs Asset Management, LLC 0 −100,00 0
2025-05-09 13F Blair William & Co/il 0 −100,00 0 −100,00
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 73 901 −2,25 4 406 −27,25
2025-07-22 NP FSCC - Federated Hermes MDT Small Cap Core ETF 106 −55,08 6 −68,75
2025-08-28 NP SLLAX - SIMT Small Cap Fund Class F 9 773 −60,83 490 −70,77
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 27 518 −6,29 1 379 −30,02
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 1 353 −14,91 72 −37,17
2025-07-28 13F BRYN MAWR TRUST Co 514 −14,62 26 −37,50
2025-08-13 13F Quadrant Capital Group Llc 0 −100,00 0
2025-08-26 NP GVLU - Gotham 1000 Value ETF 5 271 −23,48 264 −42,73
2025-07-29 NP VIOO - Vanguard S&P Small-Cap 600 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 115 370 −2,47 6 111 −27,34
2025-08-28 NP IGE - iShares North American Natural Resources 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 7 651 −3,24 383 −27,74
2025-05-05 13F Creekmur Asset Management LLC 0 −100,00 0
2025-08-28 NP SLGAX - SIMT Large Cap Fund Class F 32 535 −8,20 1 630 −31,43
2025-05-05 13F Eagle Bay Advisors LLC 0 −100,00 0
2025-08-28 NP VYSVX - Vericimetry U.S. Small Cap Value Fund 820 −52,05 41 −64,04
2025-08-13 13F Edgestream Partners, L.P. 0 −100,00 0
2025-08-11 13F Hexagon Capital Partners LLC 0 −100,00 0
2025-08-11 13F Empowered Funds, LLC 0 −100,00 0
2025-07-24 13F CWM Advisors, LLC 29 523 −10,00 1 479 −32,77
2025-08-12 13F LPL Financial LLC 14 915 −4,90 747 −28,92
2025-08-06 13F First Horizon Advisors, Inc. 46 −77,78 2 −84,62
2025-08-13 13F Federated Hermes, Inc. 4 −99,99 0 −100,00
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 34 −10,53 2 −33,33
2025-08-14 13F Cibc World Markets Corp 49 239 −6,60 2 467 −30,24
2025-05-15 13F NDVR, Inc. 0 −100,00 0
2025-08-14 13F Vident Advisory, LLC 21 869 −39,45 1 096 −54,79
2025-07-16 13F St Germain D J Co Inc 19 −50,00 1 −100,00
2025-07-31 13F CVA Family Office, LLC 0 −100,00 0
2025-07-28 13F Private Wealth Asset Management, LLC 0 −100,00 0
2025-08-14 13F Manufacturers Life Insurance Company, The 17 572 −6,73 880 −30,32
2025-08-14 13F Wells Fargo & Company/mn 33 637 −1,30 1 685 −26,26
2025-07-25 NP PMIYX - Putnam Income Strategies Portfolio - 273 −2,50 14 −26,32
2025-07-24 13F Us Bancorp \de\ 553 −20,09 28 −41,30
2025-08-29 NP DTD - WisdomTree U.S. Total Dividend Fund N/A 2 434 −0,86 122 −26,22
2025-08-08 13F SG Americas Securities, LLC 0 −100,00 0
2025-08-14 13F Fmr Llc 498 220 −12,68 24 961 −34,77
2025-03-31 NP FLPSX - Fidelity Low-Priced 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 21 909 −58,30 1 755 −60,73
2025-07-25 NP NMSAX - Columbia Small Cap Index Fund Class A 64 998 −6,47 3 443 −30,34
2025-04-14 13F Wedmont Private Capital 0 −100,00 0
2025-08-14 13F Balyasny Asset Management Llc 61 471 −58,96 3 080 −69,34
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 186 345 −0,22 9 871 −25,67
2025-05-21 13F Acadian Asset Management Llc 0 −100,00 0
2025-08-05 13F Huntington National Bank 159 −15,43 8 −41,67
2025-08-12 13F Ensign Peak Advisors, Inc 14 779 −11,39 740 −33,81
2025-08-14 13F Goldman Sachs Group Inc 221 552 −2,76 11 100 −27,36
2025-08-14 13F Toroso Investments, LLC 5 713 −17,06 286 −37,96
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 18 856 −8,86 945 −31,94
2025-08-01 13F Brinker Capital Investments, LLC 0 −100,00 0 −100,00
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 355 −29,98 21 −47,50
2025-08-08 13F Creative Planning 14 548 −9,05 729 −32,09
2025-05-15 13F Prelude Capital Management, Llc 0 −100,00 0
2025-04-18 13F Creative Capital Management Investments LLC 0 −100,00 0 −100,00
2025-08-28 NP ESIX - SPDR S&P SmallCap 600 ESG 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 265 −10,17 13 −31,58
2025-05-15 13F Evergreen Capital Management Llc 0 −100,00 0
2025-07-28 13F Kiker Wealth Management, LLC 0 −100,00 0
2025-08-14 13F Voya Investment Management Llc 28 877 −0,95 1 447 −26,04
2025-08-13 13F Cambria Investment Management, L.P. 141 109 −11,29 7 070 −33,74
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 859 653 −8,01 43 069 −31,29
2025-07-29 13F TFC Financial Management 1 −50,00 0
2025-06-25 NP FMAT - Fidelity MSCI Materials 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 11 069 −22,88 660 −42,65
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 10 700 −15,75 536 −37,02
2025-08-13 13F Jump Financial, LLC 6 011 −84,30 301 −88,27
2025-08-12 13F Entropy Technologies, LP 0 −100,00 0
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 42 914 −6,23 2 559 −30,20
2025-08-14 13F Nia Impact Advisors, Llc 30 995 −1,50 1 553 −26,45
2025-05-12 13F Globeflex Capital L P 0 −100,00 0
2025-08-07 13F ProShare Advisors LLC 7 676 −6,14 385 −29,93
2025-08-14 13F Susquehanna International Group, Llp 49 430 −5,37 2 476 −29,32
2025-06-25 NP BKSE - BNY Mellon US Small Cap Core Equity ETF 1 714 −19,64 102 −40,00
2025-08-27 NP RYWAX - S&P SmallCap 600 Pure Growth Fund Class H 286 −10,90 14 −33,33
2025-07-11 13F Caldwell Securities, Inc 176 −1,12 9 −27,27
2025-05-12 13F Kohmann Bosshard Financial Services, LLC 0 −100,00 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 1 269 −4,73 64 −29,21
2025-08-12 13F Pathstone Holdings, LLC 0 −100,00 0
2025-08-15 13F Kestra Advisory Services, LLC 0 −100,00 0
2025-08-13 13F Northern Trust Corp 391 364 −1,83 19 607 −26,67
2025-07-18 13F Centricity Wealth Management, LLC 0 −100,00 0
2025-08-08 13F Mitsubishi UFJ Trust & Banking Corp 0 −100,00 0
2025-08-26 NP SDVY - First Trust SMID Cap Rising Dividend Achievers 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 198 982 −0,67 9 969 −25,81
2025-08-18 13F/A Nomura Holdings Inc Put 0 −100,00 0 −100,00
2025-08-08 13F Hartland & Co., LLC 0 −100,00 0
2025-08-01 13F Bessemer Group Inc 616 −14,68 0
2025-08-13 13F Amundi 7 199 −53,97 399 −59,47
2025-05-15 13F Polar Asset Management Partners Inc. 0 −100,00 0
2025-07-29 13F Private Trust Co Na 204 −14,64 10 −37,50
2025-08-27 NP JNL SERIES TRUST - JNL Small Cap Index Fund (I) 58 233 −2,03 2 917 −26,82
2025-07-21 13F Pflug Koory, LLC 0 −100,00 0
2025-07-29 NP VFMO - Vanguard U.S. Momentum 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 7 611 −26,89 403 −45,54
2025-07-16 13F Highline Wealth Partners Llc 0 −100,00 0
2025-08-14 13F Man Group plc 0 −100,00 0
2025-08-14 13F Macquarie Group Ltd 0 −100,00 0 −100,00
2025-08-14 13F Caisse De Depot Et Placement Du Quebec 0 −100,00 0
2025-06-27 NP MYLD - Cambria Micro and SmallCap Shareholder Yield ETF 1 623 −63,68 97 −73,11
2025-05-05 13F Lindbrook Capital, Llc 308 −5,23 21 −20,00
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 6 533 −1,43 327 −26,35
2025-08-07 13F Teachers Retirement System Of The State Of Kentucky 10 010 −6,58 1
2025-08-15 13F Morgan Stanley 470 793 −24,57 23 587 −43,66
2025-06-27 NP PYZ - Invesco DWA Basic Materials Momentum 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 14 562 −2,38 868 −27,30
2025-07-15 13F SJS Investment Consulting Inc. 11 −31,25 1 −100,00
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 185 662 −21,11 9 835 −41,23
2025-08-29 NP PMJIX - PIMCO RAE US Small Fund Institutional Class 256 061 −3,33 12 829 −27,79
2025-06-24 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 6 062 −66,94 361 −75,41
2025-04-22 NP FSTBX - FEDERATED GLOBAL ALLOCATION 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 279 −55,43 20 −66,67
2025-08-08 13F Flaharty Asset Management, LLC 0 −100,00 0
2025-08-08 13F Pnc Financial Services Group, Inc. 5 290 −12,43 265 −34,57
2025-04-30 13F Cerity Partners LLC 0 −100,00 0
2025-08-12 13F Kimelman & Baird, LLC 726 −0,14 36 −25,00
2025-07-14 13F Matrix Trust Co 269 −2,89 0
2025-06-26 NP CRSSX - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 14 309 −3,90 853 −28,44
2025-08-25 NP MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 4 429 −10,83 222 −33,63
2025-08-15 13F State of Tennessee, Treasury Department 20 531 −19,60 1 029 −39,95
2025-08-26 NP BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 13 271 −4,27 665 −28,53
2025-08-11 13F Citigroup Inc 31 041 −37,97 1 555 −53,67
2025-07-29 NP CLSE - Convergence Long/Short Equity ETF 0 −100,00 0 −100,00
2025-08-14 13F Jane Street Group, Llc 125 980 −27,87 6 312 −46,12
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 161 937 −25,74 9 655 −44,73
2025-08-13 13F Mirabella Financial Services Llp 20 254 −89,92 1 019 −92,46
2025-07-22 13F Gsa Capital Partners Llp 5 850 −11,83 0
2025-08-12 13F Global Retirement Partners, LLC 3 −82,35 0 −100,00
2025-08-11 13F Public Employees Retirement Association Of Colorado 4 032 −6,15 0
2025-06-18 NP REBYX - U.S. Small Cap Equity Fund Class Y 3 022 −11,22 180 −33,82
2025-06-30 NP CAFG - Pacer US Small Cap Cash Cows Growth Leaders ETF 1 756 −43,08 105 −57,89
2025-06-25 NP DISSX - BNY Mellon Smallcap Stock Index Fund Investor Shares 22 827 −14,66 1 361 −36,51
2025-06-23 NP PPNMX - SmallCap Growth Fund I R-3 745 −4,36 44 −29,03
2025-08-14 13F Quantessence Capital LLC 0 −100,00 0
2025-05-12 13F Townsquare Capital Llc 0 −100,00 0
2025-05-29 NP TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund Short −2 210 −148
2025-07-28 NP URTY - ProShares UltraPro Russell2000 2 542 −28,52 135 −46,83
2025-08-13 13F Neuberger Berman Group LLC 0 −100,00 0
2025-08-13 13F ExodusPoint Capital Management, LP 0 −100,00 0
2025-08-14 13F Royal London Asset Management Ltd 916 482 −36,85 45 916 −52,83
2025-08-12 13F Brandywine Global Investment Management, LLC 0 −100,00 0
2025-07-31 13F Whipplewood Advisors, LLC 25 −13,79 1 0,00
2025-08-27 NP SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 548 −1,97 27 −27,03
2025-08-14 13F Comerica Bank 17 258 −0,02 865 −25,32
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 3 847 −22,20 193 −41,99
2025-04-07 13F Summit Global Investments 0 −100,00 0
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 120 −4,76 6 −25,00
2025-07-29 13F Mutual Of America Capital Management Llc 4 394 −11,54 220 −33,93
2025-05-06 13F AE Wealth Management LLC 0 −100,00 0 −100,00
2025-08-07 13F Illinois Municipal Retirement Fund 18 302 −2,92 917 −27,53
2025-08-12 13F Steward Partners Investment Advisory, Llc 1 841 −11,74 92 −33,81
2025-08-14 13F GWM Advisors LLC 46 −70,70 2 −80,00
2025-08-14 13F BI Asset Management Fondsmaeglerselskab A/S 0 −100,00 0
2025-08-13 13F Pictet Asset Management Holding SA 280 537 −15,32 14 055 −36,75
2025-08-26 NP IPSIX - Voya Index Plus SmallCap Portfolio Class I 19 427 −1,84 973 −26,68
2025-08-14 13F Pitcairn Co 0 −100,00 0
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 11 050 −1,44 554 −26,36
2025-04-29 13F Catalyst Capital Advisors LLC 0 −100,00 0
2025-08-12 13F Charles Schwab Investment Management Inc 543 855 −1,43 27 247 −26,37
2025-08-14 13F Stifel Financial Corp 0 −100,00 0
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 19 838 −10,34 994 −33,04
2025-08-12 13F Jefferies Financial Group Inc. 0 −100,00 0
2025-06-25 NP GCSIX - Goldman Sachs Small Cap Equity Insights Fund Institutional 2 168 −29,52 129 −47,56
2025-08-12 13F Nuveen, LLC 77 130 −18,80 3 864 −39,34
2025-05-08 13F LGT Financial Advisors LLC 0 −100,00 0
2025-08-12 13F Trexquant Investment LP 10 387 −83,98 520 −88,04
2025-07-11 13F/A Umb Bank N A/mo 207 −29,83 10 −47,37
2025-07-24 13F Jfs Wealth Advisors, Llc 26 −23,53 1 −50,00
2025-07-25 13F Hemington Wealth Management 57 −70,47 0
2025-07-31 13F Richards, Merrill & Peterson, Inc. 0 −100,00 0
2025-06-25 NP GSATX - Goldman Sachs Small Cap Value Insights Fund Class A 5 279 −52,34 315 −64,60
2025-04-29 NP SEIAX - SIIT Multi-Asset Real Return Fund - Class A 0 −100,00 0 −100,00
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 48 −2,04 2 −33,33
2025-05-12 13F ESL Trust Services, LLC 0 −100,00 0
2025-07-28 13F Allianz Asset Management GmbH 529 805 −2,30 26 543 −27,02
2025-05-08 13F Harvest Fund Management Co., Ltd 0 −100,00 0
2025-05-15 13F Virtus Investment Advisers, Inc. 0 −100,00 0
2025-03-25 NP DPREX - Delaware Global Listed Real Assets Fund CLASS A 4 943 −4,78 396 −10,43
2025-08-05 13F Carolinas Wealth Consulting Llc 0 −100,00 0 −100,00
2025-03-31 NP FLKSX - Fidelity Low-Priced Stock K6 Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3 078 −58,25 247 −60,70
2025-07-17 13F Sound Income Strategies, LLC 14 −61,11 1 −100,00
2025-07-22 13F Highland Capital Management, Llc 3 996 −0,03 200 −25,37
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 589 −3,28 31 −27,91
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 31 276 −2,63 1 567 −27,30
2025-05-15 13F Farringdon Capital, Ltd. 0 −100,00 0
2025-08-14 13F Occudo Quantitative Strategies Lp 0 −100,00 0
2025-08-14 13F Citadel Advisors Llc Call 7 600 −24,00 381 −43,28
2025-07-15 13F Fifth Third Bancorp 736 −10,79 37 −34,55
2025-05-14 13F Grantham, Mayo, Van Otterloo & Co. LLC 0 −100,00 0
2025-05-13 13F Caitong International Asset Management Co., Ltd 0 −100,00 0
2025-08-14 13F Schonfeld Strategic Advisors LLC 0 −100,00 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 2 813 −1,33 149 −26,24
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 9 309 −0,75 466 −25,91
2025-07-08 13F Parallel Advisors, LLC 49 −22,22 2 −50,00
2025-08-18 13F Geneos Wealth Management Inc. 291 −2,35 15 −26,32
2025-04-03 13F Central Pacific Bank - Trust Division 0 −100,00 0
2025-08-12 13F Corebridge Financial, Inc. 0 −100,00 0
2025-08-05 13F Cherry Tree Wealth Management, LLC 0 −100,00 0
2025-08-13 13F Victory Capital Management Inc 164 374 −1,48 8 235 −26,41
2025-08-29 NP DGRS - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 51 744 −2,13 2 592 −26,88
2025-08-01 13F MorganRosel Wealth Management, LLC 0 −100,00 0
2025-07-15 13F Fortitude Family Office, LLC 110 −93,44 6 −95,54
2025-08-14 13F Millennium Management Llc 7 820 −94,59 392 −95,96
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 16 331 −4,35 974 −28,82
2025-08-05 13F Bank Of Montreal /can/ 7 370 −2,58 369 −27,22
2025-08-12 13F Swiss National Bank 66 100 −2,22 3 312 −26,96
2025-08-11 13F Cornerstone Planning Group LLC 2 −50,00 0
2025-07-28 NP XSHQ - Invesco S&P SmallCap Quality 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 33 959 −25,11 1 799 −44,23
2025-07-15 13F Mather Group, Llc. 0 −100,00 0
2025-07-28 NP SAA - ProShares Ultra SmallCap600 592 −16,50 31 −38,00
2025-08-18 13F/A Nomura Holdings Inc Call 0 −100,00 0 −100,00
2025-07-07 13F Versant Capital Management, Inc 159 −25,35 8 −50,00
2025-08-01 13F Financial Counselors Inc 0 −100,00 0
2025-07-29 13F Foster & Motley Inc 34 302 −5,44 2 −50,00
2025-08-12 13F Jpmorgan Chase & Co 113 504 −28,22 5 687 −46,38
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 314 −22,85 16 −44,44
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 4 299 −9,15 215 −32,18
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 5 652 −1,26 337 −26,64
2025-05-30 NP SIFAX - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 0 −100,00 0 −100,00
2025-08-26 NP PACAX - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 790 −2,83 40 −27,78
2025-04-29 NP BOGIX - Bogle Investment Management Small Cap Growth Fund 12 367 −11,93 879 −32,12
2025-08-11 13F Rothschild Investment Llc 41 −42,25 2 −50,00
2025-06-26 NP FSOPX - Fidelity Series Small Cap Opportunities 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 202 535 −0,25 12 075 −25,75
2025-08-18 13F/A Nomura Holdings Inc 1 603 664 −49,09 80 344 −61,97
2025-06-23 NP PSSMX - SmallCap S&P 600 Index Fund R-3 33 125 −6,16 1 975 −30,17
2025-08-14 13F DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1 654 −12,53 83 −34,92
2025-08-01 13F James Investment Research Inc 0 −100,00 0 −100,00
2025-05-15 13F Wolverine Trading, Llc Call 0 −100,00 0 −100,00
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 6 604 −4,57 350 −29,07
2025-07-25 13F Stephens Consulting, LLC 0 −100,00 0
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 18 084 −4,65 958 −29,01
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 11 334 −4,92 568 −29,04
2025-08-21 NP MXISX - Great-West S&P Small Cap 600 Index Fund Investor Class 24 851 −4,32 1 245 −28,53
2025-08-12 13F Deutsche Bank Ag\ 24 319 −14,17 1 218 −35,89
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 81 −1,22 4 −20,00
2025-04-24 13F U S Global Investors Inc 0 −100,00 0
2025-05-13 13F Clearbridge Investments, 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 25 549 −1,21 1 353 −26,39
2025-06-27 NP RZG - Invesco S&P SmallCap 600 Pure Growth 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 9 876 −2,20 589 −27,23
2025-08-12 13F Segall Bryant & Hamill, Llc 58 605 −7,17 2 936 −30,66
2025-08-28 NP MMTM - SPDR S&P 1500 Momentum 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 67 −58,64 3 −70,00
2025-08-13 13F Northwestern Mutual Wealth Management Co 58 −60,27 3 −77,78
2025-08-12 13F Pacer Advisors, Inc. 281 076 −36,89 14 082 −52,86
2025-05-05 13F Hussman Strategic Advisors, Inc. 0 −100,00 0 −100,00
2025-07-28 13F Ritholtz Wealth Management 5 761 −42,90 289 −57,40
2025-07-29 NP GCAVX - GMO U.S. Small Cap Value Fund Class VI 1 818 −40,24 96 −55,56
2025-07-09 13F Massmutual Trust Co Fsb/adv 7 −79,41 0 −100,00
2025-08-14 13F Dark Forest Capital Management Lp 0 −100,00 0
2025-06-18 NP NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 1 295 −0,54 77 −25,96
2025-06-25 NP WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio 48 846 −11,03 2 912 −33,77
2025-07-29 NP VIOG - Vanguard S&P Small-Cap 600 Growth 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 41 082 −7,96 2 176 −31,42
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 2 119 −12,76 106 −34,57
2025-04-30 13F Crossmark Global Holdings, Inc. 0 −100,00 0
2025-07-25 NP PRDAX - Diversified Real Asset Fund Class A 9 309 −0,96 493 −26,20
2025-08-26 NP NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 4 716 −5,55 236 −29,34
2025-05-15 13F Harvest Investment Services, LLC 0 −100,00 0
2025-08-11 13F Lsv Asset Management 1 712 697 −5,06 86 −29,17
2025-08-28 NP STMSX - Simt Tax-managed Small/mid Cap Fund Class F 3 135 −89,05 157 −91,82
2025-08-12 13F CIBC Private Wealth Group, LLC 289 −13,47 14 −22,22
2025-08-14 13F Ameriprise Financial Inc 103 449 −4,32 5 183 −28,53
2025-04-22 13F Cambridge Investment Research Advisors, Inc. 0 −100,00 0
2025-05-30 NP SVOAX - Simt Us Managed Volatility Fund Class F 1 351 −11,76 91 −25,00
2025-08-06 13F Commonwealth Equity Services, Llc 7 673 −0,49 0
2025-08-11 13F Brown Brothers Harriman & Co 1 274 −0,23 64 −25,88
2025-07-28 NP UWM - ProShares Ultra Russell2000 3 470 −18,72 184 −39,60
2025-08-26 NP IJR - iShares Core S&P 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 2 037 498 −3,32 102 079 −27,78
2025-05-29 NP CSA - VictoryShares US Small Cap Volatility Wtd ETF 649 −4,56 44 −18,87
2025-05-14 13F Van Hulzen Asset Management, LLC 0 −100,00 0 −100,00
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 222 838 −11,49 11 164 −33,88
2025-08-26 NP NVSOX - Wells Fargo Disciplined Small Cap Fund Administrator Class 6 016 −8,95 301 −32,05
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 115 529 −0,53 5 788 −25,69
2025-08-04 13F Assetmark, Inc 28 233 −2,24 1 414 −27,00
2025-08-12 13F Coldstream Capital Management Inc 0 −100,00 0
2025-08-12 13F XTX Topco Ltd 0 −100,00 0
2025-07-21 13F Quent Capital, LLC 0 −100,00 0
2025-08-11 13F Bell Investment Advisors, Inc 57 −26,92 3 −60,00
2025-04-11 13F Princeton Global Asset Management LLC 0 −100,00 0
2025-08-13 13F Marshall Wace, Llp 0 −100,00 0
2025-07-07 13F Fractal Investments LLC 0 −100,00 0
2025-08-28 NP IJT - iShares S&P Small-Cap 600 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 300 641 −3,09 15 062 −27,61
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 38 406 −12,73 2 290 −35,06
2025-08-14 13F Voloridge Investment Management, Llc 24 294 −68,77 1 217 −76,68
2025-08-14 13F Hrt Financial Lp 0 −100,00 0
2025-08-08 13F KBC Group NV 1 202 −34,74 0
2025-08-12 13F BlackRock, Inc. 5 368 122 −1,88 268 943 −26,70
2025-07-29 NP NIAGX - Nia Impact Solutions Fund 10 712 −19,85 567 −40,32
2025-04-25 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 4 051 −71,18 288 −77,79
2025-08-14 13F CoreCap Advisors, LLC 21 −69,12 1 −75,00
2025-08-13 13F Jones Financial Companies Lllp 243 −14,74 12 −36,84
2025-07-14 13F GAMMA Investing LLC 243 −46,00 12 −60,00
2025-08-26 NP XJR - iShares ESG Screened S&P 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 2 683 −6,42 134 −30,21
2025-07-28 NP PSCM - Invesco S&P SmallCap Materials 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 6 233 −34,06 330 −50,89
2025-06-25 NP SDVD - FT Vest SMID Rising Dividend Achievers Target Income ETF 10 830 −73,12 646 −80,01
2025-08-11 13F Martingale Asset Management L P 24 654 −53,54 1 235 −65,29
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 162 584 −2,01 8 612 −26,99
2025-03-25 NP FYC - First Trust Small Cap Growth 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 22 117 −13,95 1 772 −18,95
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 125 509 −3,83 7 483 −28,42
2025-08-28 NP NANR - SPDR S&P North American Natural Resources 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 12 872 −1,35 645 −26,40
2025-08-01 13F Convergence Investment Partners, LLC 0 −100,00 0
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 −100,00 0
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 15 973 −0,01 800 −25,30
2025-08-11 13F HighTower Advisors, LLC 5 620 −2,43 282 −27,20
2025-05-14 13F Zacks Investment Management 0 −100,00 0
2025-08-05 13F Bank of New York Mellon Corp 360 272 −1,98 18 050 −26,78
2025-07-11 13F Grove Bank & Trust 13 −38,10 1 −100,00
2025-07-29 NP VMIAX - Vanguard Materials 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 98 514 −3,52 5 218 −28,12
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 4 104 −6,85 206 −30,51
2025-08-13 13F Skandinaviska Enskilda Banken AB (publ) 0 −100,00 0
2025-05-15 13F SRS Capital Advisors, Inc. 0 −100,00 0
2025-06-05 NP GQSCX - Quantitative U.S. Small Cap Equity Portfolio 0 −100,00 0 −100,00
2025-04-01 NP VAMO - Cambria Value and Momentum ETF 5 156 −1,79 413 −7,62
2025-04-21 13F Catalina Capital Group, LLC 0 −100,00 0
2025-04-29 13F Raleigh Capital Management Inc. 0 −100,00 0
2025-05-09 13F NewEdge Wealth, LLC 0 −100,00 0
Other Listings
US:SLVM 44,20 US$
DE:88L 36,60 €
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