MX:UPST / Upstart Holdings, Inc. - Institutionellt ägande - Säljare

Upstart Holdings, Inc.
MX ˙ BMV ˙ US91680M1071
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
(%)
2025-07-08 13F Parallel Advisors, LLC 838 −7,71 54 31,71
2025-08-14 13F Aster Capital Management (DIFC) Ltd 0 −100,00 0
2025-08-12 13F Coldstream Capital Management Inc 0 −100,00 0
2025-08-12 13F XTX Topco Ltd 0 −100,00 0
2025-08-13 13F Amundi 0 −100,00 0
2025-08-14 13F D. E. Shaw & Co., Inc. 652 826 −46,66 42 225 −25,05
2025-08-14 13F D. E. Shaw & Co., Inc. Call 350 700 −20,78 22 683 11,32
2025-07-09 13F Massmutual Trust Co Fsb/adv 200 −20,32 13 9,09
2025-08-14 13F Engineers Gate Manager LP 0 −100,00 0
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 69 854 −3,10 3 295 −31,44
2025-07-14 13F UMA Financial Services, Inc. 107 −6,14 7 20,00
2025-05-15 13F Virtus Investment Advisers, Inc. 0 −100,00 0
2025-04-29 NP SECAX - SIIT Small Cap II Fund - Class A 7 053 −4,56 470 −19,24
2025-07-25 13F Cwm, Llc 1 393 −66,45 0
2025-08-11 13F Citigroup Inc 350 823 −0,08 22 691 40,41
2025-05-06 13F Venturi Wealth Management, LLC 0 −100,00 0 −100,00
2025-08-11 13F Citigroup Inc Put 30 000 −74,96 1 940 −64,82
2025-05-30 NP EHLS - Even Herd Long Short ETF 0 −100,00 0 −100,00
2025-08-04 13F Atria Investments Llc 3 219 −31,17 208 −3,26
2025-05-12 13F Entropy Technologies, LP 0 −100,00 0
2025-05-14 13F Hel Ved Capital Management Ltd 0 −100,00 0 −100,00
2025-05-09 13F Strategic Investment Solutions, Inc. /IL 0 −100,00 0
2025-08-14 13F Bnp Paribas Arbitrage, Sa Put 0 −100,00 0
2025-08-27 NP RYFIX - Financial Services Fund Investor Class 1 239 −1,82 80 37,93
2025-06-25 NP GCSIX - Goldman Sachs Small Cap Equity Insights Fund Institutional 26 808 −19,47 1 281 −40,56
2025-08-13 13F Healthcare Of Ontario Pension Plan Trust Fund 0 −100,00 0
2025-07-11 13F Farther Finance Advisors, LLC 754 −10,56 49 26,32
2025-08-15 13F Ctc Llc 15 115 −40,45 978 −16,35
2025-03-27 NP SMNCX - Steward Equity Market Neutral Fund Class C 0 −100,00 0 −100,00
2025-08-15 13F Ctc Llc Call 20 300 −1,93 1 313 37,92
2025-06-26 NP MSTVX - Morningstar Alternatives Fund 0 −100,00 0 −100,00
2025-03-26 NP FTLS - First Trust Long/Short Equity 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 0 −100,00 0 −100,00
2025-08-15 13F Ctc Llc Put 24 300 −46,59 1 572 −24,98
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 1 356 −1,31 64 −30,77
2025-08-12 13F Accredited Wealth Management, LLC 0 −100,00 0
2025-06-25 NP GSATX - Goldman Sachs Small Cap Value Insights Fund Class A 14 305 −51,85 684 −64,48
2025-05-29 NP MMGEX - MassMutual Select Small Cap Growth Equity Fund Class A 24 558 −20,29 1 130 −40,40
2025-08-28 NP DTSGX - Small Company Growth Portfolio Investment Class 906 −5,43 59 31,82
2025-06-25 NP CDAZX - Multi-Manager Directional Alternative Strategies Fund Institutional Class 0 −100,00 0 −100,00
2025-08-13 13F Quantbot Technologies LP 12 630 −92,98 817 −90,15
2025-05-05 13F Creekmur Asset Management LLC 0 −100,00 0
2025-05-06 13F Neo Ivy Capital Management 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 5 915 −1,81 279 −30,42
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 0 −100,00 0 −100,00
2025-08-12 13F Ci Investments Inc. 0 −100,00 0
2025-08-05 13F Plante Moran Financial Advisors, LLC 15 −98,27 1 −100,00
2025-04-21 13F Ronald Blue Trust, Inc. 0 −100,00 0 −100,00
2025-08-14 13F Nomura Holdings Inc Call 12 000 −60,00 776 −43,77
2025-07-30 NP FINX - Global X FinTech 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 59 637 −9,31 2 813 −35,83
2025-08-27 NP OASGX - Optimum Small-mid Cap Growth Fund Class A 0 −100,00 0 −100,00
2025-08-04 13F Bristlecone Advisors, LLC 0 −100,00 0
2025-08-14 13F Nomura Holdings Inc 3 863 −86,40 250 −80,95
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 78 −10,34 4 −40,00
2025-08-14 13F GWM Advisors LLC 697 −65,10 45 −50,55
2025-08-14 13F Parallax Volatility Advisers, L.P. Call 7 700 −81,08 498 −73,41
2025-04-30 13F POM Investment Strategies, LLC 0 −100,00 0
2025-08-14 13F Parallax Volatility Advisers, L.P. Put 53 100 −55,45 3 435 −37,40
2025-08-14 13F Parallax Volatility Advisers, L.P. 49 307 −50,39 3 189 −30,30
2025-04-18 13F Prosperity Wealth Management, Inc. Call 0 −100,00 0 −100,00
2025-08-01 13F Envestnet Asset Management Inc 33 997 −31,55 2 199 −3,85
2025-07-24 NP ONEQ - Fidelity Nasdaq Composite Index Tracking Stock 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 22 426 −4,04 1 058 −32,16
2025-08-14 13F Voloridge Investment Management, Llc 539 771 −43,34 34 912 −20,39
2025-08-12 13F Jpmorgan Chase & Co Put 0 −100,00 0 −100,00
2025-08-27 NP JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) Short −27 906 −19,92 −1 805 12,47
2025-05-09 13F Belvedere Trading LLC Put 0 −100,00 0
2025-07-18 13F Robeco Institutional Asset Management B.V. 0 −100,00 0 −100,00
2025-08-08 13F KBC Group NV 2 413 −35,50 0
2025-08-14 13F Fred Alger Management, Llc 1 219 700 −30,86 78 890 −2,85
2025-08-14 13F Css Llc/il Put 0 −100,00 0 −100,00
2025-08-12 13F EAM Global Investors LLC 0 −100,00 0
2025-05-01 13F Quest 10 Wealth Builders, Inc. 0 −100,00 0 −100,00
2025-07-29 13F Portman Square Capital LLP 4 213 −40,71 272 −16,82
2025-05-09 13F Belvedere Trading LLC Call 0 −100,00 0
2025-04-29 NP BPLSX - Boston Partners Long/Short Equity Fund INSTITUTIONAL 0 −100,00 0 −100,00
2025-07-22 13F Carolina Wealth Advisors, LLC 0 −100,00 0
2025-04-29 NP TIME - Clockwise Core Equity & Innovation ETF 0 −100,00 0 −100,00
2025-08-28 NP XITK - SPDR FactSet Innovative Technology 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 11 043 −9,19 714 27,73
2025-08-13 13F ExodusPoint Capital Management, LP 50 722 −47,21 3 −25,00
2025-05-07 13F Foundations Investment Advisors, LLC 0 −100,00 0
2025-08-26 NP GSCYX - SMALL CAP EQUITY FUND Institutional 21 418 −6,34 1 385 31,65
2025-06-26 NP AOFAX - Alger Small Cap Focus Fund Class A 172 760 −52,55 8 258 −64,97
2025-08-14 13F CoreCap Advisors, LLC 10 −90,48 1 −100,00
2025-05-13 13F Beach Point Capital Management LP Put 0 −100,00 0
2025-08-14 13F Susquehanna International Group, Llp Call 2 154 600 −13,57 139 360 21,44
2025-08-18 13F Geneos Wealth Management Inc. 352 −22,12 23 10,00
2025-08-14 13F Susquehanna International Group, Llp Put 2 172 600 −24,32 140 524 6,35
2025-08-12 13F O'shaughnessy Asset Management, Llc 5 120 −7,98 331 29,30
2025-07-29 NP FCUS - Pinnacle Focused Opportunities ETF 0 −100,00 0 −100,00
2025-08-13 13F Capital Fund Management S.a. Call 280 300 −14,80 18 130 19,72
2025-08-13 13F Capital Fund Management S.a. Put 297 600 −31,71 19 249 −4,04
2025-07-31 13F Oppenheimer Asset Management Inc. 10 701 −56,06 692 −38,21
2025-06-25 NP BKSE - BNY Mellon US Small Cap Core Equity ETF 3 912 −18,87 187 −40,38
2025-06-25 NP GSAOX - Goldman Sachs Small Cap Growth Insights Fund Class A 12 667 −14,45 605 −36,85
2025-07-29 13F Stratos Wealth Partners, LTD. 4 768 −17,29 308 16,23
2025-08-14 13F Royal Bank Of Canada 17 002 −10,99 1 100 25,00
2025-08-13 13F Natixis Advisors, L.p. 25 525 −16,72 2 0,00
2025-08-14 13F Goldman Sachs Group Inc 1 315 631 −28,08 85 095 1,05
2025-08-14 13F Goldman Sachs Group Inc Call 25 000 −66,67 1 617 −53,16
2025-08-14 13F Scientech Research LLC 0 −100,00 0
2025-08-14 13F Bnp Paribas Arbitrage, Sa 43 854 −97,20 2 836 −96,07
2025-08-14 13F Hrt Financial Lp 0 −100,00 0 −100,00
2025-08-13 13F Virtus ETF Advisers LLC 1 820 −47,96 118 −26,87
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 101 455 −1,60 4 850 −27,36
2025-08-14 13F Tudor Investment Corp Et Al 0 −100,00 0 −100,00
2025-05-15 13F Bank Of America Corp /de/ Put 0 −100,00 0 −100,00
2025-08-26 NP NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 9 340 −5,53 604 32,75
2025-05-09 13F Mitsubishi UFJ Trust & Banking Corp 0 −100,00 0
2025-07-23 13F Prime Capital Investment Advisors, LLC 9 592 −16,55 620 17,20
2025-08-28 NP AWEG - Alger Weatherbie Enduring Growth ETF 4 677 −30,79 303 −2,89
2025-08-14 13F State Of Wisconsin Investment Board 8 143 −39,89 527 −15,57
2025-05-15 13F Raelipskie Partnership 0 −100,00 0 −100,00
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 7 230 −43,12 534 −8,89
2025-07-24 13F IFP Advisors, Inc 382 −7,28 29 55,56
2025-05-13 13F Caitong International Asset Management Co., Ltd 0 −100,00 0
2025-08-14 13F Millennium Management Llc 127 335 −1,17 8 236 38,89
2025-08-14 13F Verition Fund Management LLC 204 692 −9,78 13 239 26,77
2025-08-13 13F Bank Of Nova Scotia 44 789 −59,29 2 897 −42,81
2025-08-12 13F Deutsche Bank Ag\ 68 029 −7,84 4 400 29,53
2025-08-14 13F Millennium Management Llc Put 120 900 −52,68 7 820 −33,51
2025-08-14 13F Millennium Management Llc Call 69 000 −34,66 4 463 −8,19
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 7 848 −48,00 508 −26,95
2025-08-14 13F Ameriprise Financial Inc 52 793 −10,72 3 415 25,47
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 1 773 −5,49 115 32,56
2025-07-30 NP MSS Series Trust - One Rock Fund 8 200 −3,53 387 −31,80
2025-08-08 13F Bailard, Inc. 38 410 −0,90 2 484 39,24
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 2 855 −32,46 185 −5,15
2025-07-24 13F Capital Advisors, Ltd. LLC 0 −100,00 0
2025-05-15 13F Oxford Asset Management Llp 0 −100,00 0 −100,00
2025-08-14 13F Prelude Capital Management, Llc 4 465 −47,34 289 −26,15
2025-08-08 13F Hartland & Co., LLC 0 −100,00 0
2025-08-07 13F Los Angeles Capital Management Llc 37 118 −5,89 2 401 32,23
2025-07-17 13F Janney Montgomery Scott LLC 9 330 −36,21 1
2025-08-13 13F Cerity Partners LLC 3 391 −47,17 219 −25,76
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 17 919 −18,59 845 −42,40
2025-07-22 13F Gsa Capital Partners Llp 6 470 −56,66 0
2025-08-26 NP GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 6 444 −48,15 417 −27,27
2025-08-14 13F Occudo Quantitative Strategies Lp 0 −100,00 0
2025-07-30 NP BOTZ - Global X Robotics & Artificial Intelligence 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 1 027 424 −1,20 48 464 −30,10
2025-07-15 13F Fortitude Family Office, LLC 130 −70,25 8 −60,00
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 1 097 179 −1,59 70 966 38,28
2025-05-15 13F Twinbeech Capital Lp 0 −100,00 0
2025-03-27 NP ASGCX - Allspring Global Long/Short Equity Fund Class C 0 −100,00 0 −100,00
2025-05-27 NP GCTIX - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 0 −100,00 0 −100,00
2025-08-13 13F/A StoneX Group Inc. 0 −100,00 0 −100,00
2025-08-18 13F Wolverine Trading, Llc Put 326 300 −21,45 20 697 5,36
2025-08-11 13F Mach-1 Financial Group, Inc. 0 −100,00 0
2025-05-15 13F Gts Securities Llc 0 −100,00 0 −100,00
2025-05-27 NP GFSYX - Strategic Alternatives Fund Institutional 0 −100,00 0 −100,00
2025-08-18 13F Wolverine Trading, Llc Call 761 700 −9,75 48 315 21,05
2025-08-12 13F Virtu Financial LLC 0 −100,00 0
2025-08-14 13F/A Barclays Plc 583 871 −20,23 38 12,12
2025-08-12 13F Pathstone Holdings, LLC 384 683 −0,69 24 881 39,55
2025-04-23 13F Spire Wealth Management 0 −100,00 0
2025-08-14 13F/A Barclays Plc Put 807 800 −7,18 52 30,00
2025-08-08 13F SBI Securities Co., Ltd. 23 326 −16,31 1 509 17,63
2025-08-14 13F/A Barclays Plc Call 50 100 −55,47 3 −40,00
2025-06-23 NP PPNMX - SmallCap Growth Fund I R-3 8 023 −2,17 383 −27,74
2025-08-13 13F Continuum Advisory, LLC 0 −100,00 0
2025-08-14 13F Lazard Asset Management Llc 53 −8,62 0
2025-04-25 13F New Millennium Group LLC 0 −100,00 0
2025-05-16 13F Aristeia Capital Llc 0 −100,00 0
2025-08-14 13F Sig Brokerage, Lp Put 0 −100,00 0 −100,00
2025-08-08 13F Wiser Advisor Group LLC 0 −100,00 0
2025-05-12 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 −100,00 0 −100,00
2025-08-13 13F Invesco Ltd. 864 564 −31,94 55 920 −4,37
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 819 −28,41 39 −47,30
2025-08-13 13F Royal Fund Management, LLC Call 41 100 −15,78 2 658 21,15
2025-08-05 13F Bank Of Montreal /can/ Put 0 −100,00 0 −100,00
2025-08-12 13F Jpmorgan Chase & Co 649 435 −4,36 42 005 34,39
2025-04-24 13F Decker Retirement Planning Inc. 0 −100,00 0
2025-08-13 13F Royal Fund Management, LLC 64 926 −0,63 4 199 39,64
2025-08-12 13F Aigen Investment Management, Lp 0 −100,00 0
2025-05-15 13F Sherbrooke Park Advisers Llc 0 −100,00 0
2025-08-14 13F Summit Partners Public Asset Management, Llc 583 000 −13,11 37 708 22,09
2025-04-14 13F Harbor Capital Advisors, Inc. 0 −100,00 0
2025-08-15 13F/A Rakuten Securities, Inc. 1 231 −57,38 80 −40,15
2025-08-12 13F EAM Investors, LLC 0 −100,00 0
2025-06-25 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 7 092 −6,39 339 40,83
2025-07-31 13F Quest Partners LLC 0 −100,00 0
2025-05-07 13F SLT Holdings LLC 0 −100,00 0
2025-08-11 13F Banque Cantonale Vaudoise 0 −100,00 0
2025-06-26 NP ALSRX - Alger SmallCap Growth Institutional Fund Class I 2 824 −66,85 135 −75,68
2025-05-15 13F Fieldview Capital Management, LLC 0 −100,00 0
2025-08-14 13F Schonfeld Strategic Advisors LLC 47 469 −62,81 3 070 −47,74
2025-08-14 13F Peak6 Llc Put 93 200 −21,42 6 028 10,42
2025-08-14 13F Tudor Investment Corp Et Al Call 275 900 −11,60 17 845 24,23
2025-07-28 NP UWM - ProShares Ultra Russell2000 7 982 −17,16 377 −41,43
2025-08-14 13F Tudor Investment Corp Et Al Put 93 900 −58,32 6 073 −41,44
2025-08-08 13F Intech Investment Management Llc 43 904 −40,78 2 840 −16,79
2025-08-11 13F TD Waterhouse Canada Inc. 61 −80,39 4 −71,43
2025-07-25 13F Stephens Consulting, LLC 0 −100,00 0
2025-08-13 13F Centiva Capital, LP 0 −100,00 0 −100,00
2025-06-27 NP PASIX - PACE Alternative Strategies Investments Class A Short −14 852 59,97 −710 17,97
2025-08-21 NP LEOIX - Lazard Enhanced Opportunities Portfolio Institutional Shares 0 −100,00 0 −100,00
2025-05-14 13F Bnp Paribas Arbitrage, Sa Call 0 −100,00 0 −100,00
2025-08-14 13F Cibc World Markets Corp 10 378 −41,56 671 −17,87
2025-08-08 13F Flaharty Asset Management, LLC 0 −100,00 0
2025-07-14 13F GAMMA Investing LLC 1 629 −1,99 105 38,16
2025-04-25 13F New Wave Wealth Advisors Llc 0 −100,00 0
2025-07-22 13F Simplicity Wealth,LLC 0 −100,00 0
2025-08-13 13F Arrowpoint Investment Partners (Singapore) Pte. Ltd. Call 0 −100,00 0 −100,00
2025-08-13 13F EverSource Wealth Advisors, LLC 64 −42,34 4 −20,00
2025-08-19 13F Liontrust Investment Partners LLP 91 612 −43,24 5 925 −20,24
2025-06-25 NP FNX - First Trust Mid Cap Core AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 35 022 −14,24 1 674 29,07
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 153 −94,33 10 −92,74
2025-08-26 NP JSCSX - JPMorgan U.S. Small Company Fund Class I 36 020 −11,00 2 330 25,08
2025-07-28 NP URTY - ProShares UltraPro Russell2000 5 850 −27,11 276 −48,60
2025-07-16 13F TCI Wealth Advisors, Inc. 33 325 −11,35 2 155 24,57
2025-08-18 13F/A National Bank Of Canada /fi/ 443 −94,05 29 −91,81
2025-08-14 13F/A Rockefeller Capital Management L.P. 18 751 −12,39 1 213 23,05
2025-08-14 13F Summit Partners Public Asset Management, Llc Put 0 −100,00 0 −100,00
2025-07-24 13F PayPay Securities Corp 11 −15,38 1
2025-08-13 13F Jump Financial, LLC 238 972 −8,90 15 457 28,01
2025-08-12 13F Global Retirement Partners, LLC 0 −100,00 0
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 −100,00 0 −100,00
2025-08-14 13F Cubist Systematic Strategies, LLC Call 70 400 −51,58 4 553 −31,96
2025-07-28 13F Bayforest Capital Ltd 0 −100,00 0
2025-05-07 13F Zweig-DiMenna Associates LLC 0 −100,00 0
2025-08-12 13F Corebridge Financial, Inc. 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 4 186 −81,66 197 −87,05
2025-08-28 NP SPWIX - Simt Small Cap Growth Fund Class I 4 000 −72,99 259 −62,11
2025-08-13 13F Arrowpoint Investment Partners (Singapore) Pte. Ltd. 21 490 −14,77 1 390 19,74
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 63 370 −1,30 4 099 38,68
2025-04-16 13F Union Bancaire Privee, UBP SA 0 −100,00 0
2025-05-07 13F Mackenzie Financial Corp 0 −100,00 0 −100,00
2025-08-14 13F Banque Transatlantique SA 0 −100,00 0
2025-08-14 13F Federation des caisses Desjardins du Quebec 2 295 −14,49 148 20,33
2025-08-14 13F Peak6 Llc 0 −100,00 0
2025-05-15 13F Capstone Investment Advisors, Llc Put 0 −100,00 0 −100,00
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 16 420 −43,65 1 062 49,79
2025-08-18 13F Tyler-Stone Wealth Management 39 634 −27,72 2 564 1,55
2025-05-29 NP SSIJX - American Beacon SSI Alternative Income Fund Institutional Class 0 −100,00 0 −100,00
2025-08-12 13F LPL Financial LLC 74 977 −19,92 4 850 12,53
2025-05-16 13F Voleon Capital Management Lp 0 −100,00 0
2025-08-14 13F Manufacturers Life Insurance Company, The 47 236 −1,24 3 055 38,80
2025-07-21 13F Quent Capital, LLC 0 −100,00 0
2025-08-14 13F Ancora Advisors, LLC 875 −40,68 57 −16,42
2025-08-14 13F Group One Trading, L.p. 24 959 −73,64 1 614 −62,96
2025-08-14 13F Bayesian Capital Management, LP 0 −100,00 0
2025-08-11 13F Perennial Investment Advisors, LLC 4 540 −1,73 294 38,21
2025-08-14 13F Man Group plc 511 868 −43,45 33 108 −20,54
2025-08-12 13F Manchester Capital Management LLC 43 123 −0,62 2 789 39,66
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 2 089 848 −1,61 135 171 38,25
2025-08-14 13F Citadel Advisors Llc Call 1 842 700 −10,33 119 186 26,01
2025-08-08 13F Creative Planning 19 581 −37,34 1 267 −11,96
2025-08-14 13F Citadel Advisors Llc 18 976 −91,92 1 227 −88,65
2025-07-22 13F IMC-Chicago, LLC 0 −100,00 0 −100,00
2025-08-14 13F Citadel Advisors Llc Put 899 900 −44,30 58 206 −21,74
2025-08-14 13F Group One Trading, L.p. Put 169 900 −30,96 10 989 −2,98
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 7 272 −12,80 470 22,72
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 1 981 000 −0,35 128 131 40,03
2025-08-14 13F Aqr Capital Management Llc 50 906 −47,36 3 293 −26,04
2025-05-15 13F Caption Management, LLC Put 0 −100,00 0 −100,00
2025-06-26 NP TECB - iShares U.S. Tech Breakthrough Multisector 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 1 922 −3,61 92 −29,46
2025-08-28 NP AASOX - Alger Small Cap Growth Portfolio Class I-2 7 497 −63,38 485 −48,62
2025-04-25 13F PMC FIG Opportunities LLC 0 −100,00 0 −100,00
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 3 768 −1,26 180 −27,13
2025-05-13 13F Elequin Capital Lp 0 −100,00 0
2025-06-26 NP ALSAX - Alger SmallCap Growth Fund Class A 7 396 −68,37 354 −76,67
2025-06-25 NP FNY - First Trust Mid 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 33 746 −23,28 1 613 15,54
2025-04-22 13F Castleview Partners, Llc 0 −100,00 0
2025-07-28 NP AVLC - Avantis U.S. Large Cap Equity ETF 216 −20,59 10 −44,44
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 3 977 −5,56 188 79,81
2025-05-15 13F Gwn Securities Inc. 0 −100,00 0
2025-08-07 13F ProShare Advisors LLC 17 272 −0,31 1 117 40,15
2025-05-05 13F Mandatum Life Insurance Co Ltd 0 −100,00 0
2025-08-12 13F Jefferies Financial Group Inc. 7 000 −83,50 453 −76,84
2025-07-16 13F Signaturefd, Llc 894 −8,21 58 29,55
2025-05-15 13F Azora Capital LP 0 −100,00 0
2025-07-18 13F Truist Financial Corp 13 432 −32,03 869 −4,51
2025-07-24 13F WMG Financial Advisors, LLC 18 512 −3,39 1 197 35,71
2025-08-28 NP SLLAX - SIMT Small Cap Fund Class F 1 986 −74,92 128 −64,84
2025-08-14 13F DecisionPoint Financial, LLC 5 −89,36 0 −100,00
2025-08-13 13F Renaissance Technologies Llc 0 −100,00 0 −100,00
2025-08-13 13F Blueshift Asset Management, LLC 12 273 −11,16 794 24,88
2025-08-06 13F Fox Run Management, L.l.c. 22 208 −55,30 1 436 −37,18
2025-05-14 13F Carlson Capital L P Put 0 −100,00 0
2025-07-24 NP FNCMX - Fidelity Nasdaq Composite 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 53 150 −0,17 2 507 −29,36
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 16 614 −46,99 784 −62,52
2025-07-23 NP FAAAX - Franklin K2 Alternative Strategies Fund Class A Short −9 291 −29,44 −438 −50,06
2025-07-14 13F Counterpoint Mutual Funds LLC 0 −100,00 0 −100,00
2025-08-13 13F Arrowpoint Investment Partners (Singapore) Pte. Ltd. Put 0 −100,00 0 −100,00
2025-08-28 NP KOMP - SPDR S&P Kensho New Economies Composite 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 147 041 −16,52 9 511 17,29
2025-04-16 13F Caldwell Securities, Inc 0 −100,00 0
2025-08-14 13F Two Sigma Investments, Lp 1 285 152 −14,28 83 124 20,46
2025-08-27 NP RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity 427 −6,56 28 28,57
2025-08-12 13F Maxi Investments CY Ltd 0 −100,00 0 −100,00
2025-07-28 13F Twin Tree Management, LP Put 342 700 −15,28 22 166 19,05
2025-07-14 13F Capital CS Group, LLC Call 0 −100,00 0
2025-05-14 13F Ameriprise Financial Inc Put 0 −100,00 0 −100,00
2025-07-31 13F Asset Management One Co., Ltd. 1 943 −3,33 126 35,87
2025-08-12 13F Fairscale Capital, LLC 12 −25,00 1
2025-07-28 13F Twin Tree Management, LP 132 147 −24,86 8 547 5,60
2025-08-14 13F Boston Private Wealth Llc 0 −100,00 0
2025-05-12 13F Agf Management Ltd 0 −100,00 0
2025-08-12 13F Magnetar Financial LLC 0 −100,00 0
2025-06-26 NP ALMAX - Alger Weatherbie Specialized Growth Fund Class A 223 208 −49,62 10 669 −62,81
2025-08-14 13F Macquarie Group Ltd 0 −100,00 0 −100,00
2025-05-15 13F Crestline Management, LP 0 −100,00 0 −100,00
2025-05-13 13F Raymond James Financial Inc Call 0 −100,00 0 −100,00
2025-08-14 13F LMR Partners LLP Put 0 −100,00 0
2025-07-23 13F Vontobel Holding Ltd. 5 262 −8,79 340 28,30
2025-08-14 13F Sandler Capital Management Put 50 000 −73,66 3 234 −62,98
2025-08-12 13F Left Brain Wealth Management, LLC 6 600 −19,22 427 13,30
2025-08-12 13F Trexquant Investment LP 45 143 −90,53 2 920 −86,70
2025-08-14 13F Two Sigma Advisers, Lp 700 000 −52,52 45 276 −33,28
2025-05-15 13F Point72 Asia (Singapore) Pte. Ltd. 0 −100,00 0 −100,00
2025-07-22 13F Merit Financial Group, LLC 4 359 −17,18 282 16,12
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 122 681 −16,62 7 935 17,17
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 0 −100,00 0 −100,00
2025-07-23 13F Shell Asset Management Co 714 −9,28 0
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 455 −53,14 21 −66,10
2025-05-05 13F Lindbrook Capital, Llc 254 −9,29 12 −35,29
2025-08-14 13F Point72 Hong Kong Ltd 0 −100,00 0
2025-07-15 13F SJS Investment Consulting Inc. 0 −100,00 0
2025-08-14 13F Mercer Global Advisors Inc /adv 24 055 −6,26 1 556 31,67
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 34 961 −13,00 1 671 −35,76
2025-08-26 NP IJSIX - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 6 368 −9,12 412 27,64
2025-07-31 13F Orion Capital Management LLC 2 750 −0,36 178 39,37
2025-08-08 13F Fairbanks Capital Management, Inc. 10 800 −8,47 699 28,55
2025-08-14 13F Jacobs Levy Equity Management, Inc 0 −100,00 0
2025-08-12 13F Zacks Investment Management 38 353 −1,53 2 481 38,39
2025-08-13 13F Edgestream Partners, L.P. 56 459 −23,78 3 652 7,10
2025-08-11 13F Independent Advisor Alliance 3 783 −30,27 245 −2,01
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 329 −54,81 15 −65,91
2025-09-17 NP NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 2 400 −14,50 196 46,27
2025-05-14 13F HAP Trading, LLC Put 0 −100,00 0 −100,00
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 4 664 −60,47 220 −72,01
2025-08-08 13F Principal Financial Group Inc 5 990 −94,95 387 −92,92
2025-07-23 13F Klp Kapitalforvaltning As 17 700 −2,75 1 145 36,68
2025-07-16 13F Prakash Investment Advisors Llc 10 375 −0,48 478 −0,42
2025-07-28 13F Harbour Investments, Inc. 10 830 −20,50 700 11,64
2025-06-27 NP BIVIX - Invenomic Fund Institutional Class shares 0 −100,00 0 −100,00
2025-08-14 13F Interval Partners, LP Call 0 −100,00 0
2025-08-14 13F Jane Street Group, Llc Call 868 500 −60,61 56 175 −44,65
2025-05-12 13F Jpmorgan Chase & Co Call 0 −100,00 0 −100,00
2025-08-12 13F Ensign Peak Advisors, Inc 28 950 −22,87 1 872 8,40
2025-08-14 13F Jane Street Group, Llc Put 474 500 −23,59 30 691 7,37
2025-08-14 13F Point72 Asset Management, L.P. 4 928 −82,95 319 −76,09
2025-08-14 13F Qube Research & Technologies Ltd 370 004 −68,60 23 932 −55,88
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1 195 702 −0,19 77 337 40,25
2025-08-14 13F Smartleaf Asset Management LLC 27 −82,00 2 −85,71
2025-08-14 13F Point72 (DIFC) Ltd 1 072 −43,70 69 −20,69
2025-05-28 NP VMNFX - Vanguard Market Neutral Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 0 −100,00 0 −100,00
2025-06-24 NP NLSAX - Neuberger Berman Long Short Fund Class A Short −269 344 −12 875
2025-07-08 13F Rise Advisors, LLC 303 −1,30 20 35,71
2025-08-26 NP FTKI - First Trust Small Cap BuyWrite Income ETF 0 −100,00 0 −100,00
2025-08-05 13F Huntington National Bank 24 −20,00 2 0,00
2025-08-13 13F Walleye Capital LLC 0 −100,00 0 −100,00
2025-08-07 13F Acadian Asset Management Llc 0 −100,00 0
2025-07-29 NP SSCYX - Small Capitalization Portfolio Class A 1 044 −9,92 49 −36,36
2025-08-14 13F KADENSA CAPITAL Ltd 294 031 −28,66 19 018 0,24
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 26 603 −6,99 1 721 30,70
2025-05-12 13F National Bank Of Canada /fi/ Call 0 −100,00 0 −100,00
2025-08-13 NP FLSPX - SPECTRUM FUND Retail Class 0 −100,00 0 −100,00
2025-05-12 13F National Bank Of Canada /fi/ Put 0 −100,00 0 −100,00
2025-08-07 13F Gryphon Financial Partners LLC 12 000 −39,15 776 −14,44
2025-08-06 13F SOUTH STATE Corp 80 −55,56 5 −37,50
2025-08-14 13F Ieq Capital, Llc 0 −100,00 0
2025-06-27 13F/A Goldman Sachs Group Inc Put 0 −100,00 0 −100,00
2025-08-13 13F Quadrant Capital Group Llc 0 −100,00 0
2025-07-22 13F IMC-Chicago, LLC Put 748 800 −6,20 48 432 31,81
2025-05-15 13F Two Sigma Securities, Llc Put 0 −100,00 0 −100,00
2025-07-22 13F IMC-Chicago, LLC Call 1 311 000 −3,19 84 795 36,04
2025-06-26 NP TSMOX - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 99 720 −8,48 4 767 −32,44
2025-08-27 NP Liberty All Star Growth Fund Inc. 67 966 −26,94 4 396 2,69
2025-06-26 NP SPEDX - Alger Dynamic Opportunities Fund Class A 59 813 −38,21 2 859 −54,38
2025-08-05 13F Simplex Trading, Llc Put 373 200 −38,49 24 −11,11
2025-08-05 13F Simplex Trading, Llc Call 472 400 −15,78 31 20,00
2025-08-13 13F HAP Trading, LLC Call 22 700 −3,40 202 97,06
2025-07-14 13F Painted Porch Advisors LLC 0 −100,00 0 −100,00
Other Listings
US:UPST 68,12 US$
DE:855 55,88 €
IT:1UPST 56,84 €
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