BWIN / The Baldwin Insurance Group, Inc. - Institutionellt ägande - Säljare

The Baldwin Insurance Group, Inc.
US ˙ NasdaqGS ˙ US05589G1022

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
(%)
2025-07-29 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 106 619 −2,30 4 108 −8,49
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 288 728 −0,69 12 017 0,93
2025-03-28 NP GCSIX - Goldman Sachs Small Cap Equity Insights Fund Institutional 0 −100,00 0 −100,00
2025-07-28 NP URTY - ProShares UltraPro Russell2000 4 933 −27,59 190 −32,14
2025-08-12 13F Nuveen, LLC 241 301 −10,37 10 330 −14,14
2025-08-13 13F Loomis Sayles & Co L P 1 091 493 −2,37 46 727 95 259,18
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 85 863 −2,32 3 574 −0,72
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 16 153 −0,77 692 −4,95
2025-07-29 NP MPSSX - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares 38 262 −47,23 1 474 −50,57
2025-08-26 NP VSEIX - JPMorgan Small Cap Equity Fund Class I 802 094 −12,65 34 338 −16,32
2025-08-14 13F Citadel Advisors Llc Call 7 500 −55,36 321 −57,20
2025-08-13 13F Victory Capital Management Inc 8 054 −0,78 345 −4,97
2025-08-21 NP MXMTX - Great-West Small Cap Growth Fund Investor Class 47 653 −18,47 2 040 −21,87
2025-08-28 NP CIPSX - CHAMPLAIN SMALL COMPANY FUND ADVISOR SHARES 795 000 −12,64 34 034 −16,31
2025-07-17 13F Janney Montgomery Scott LLC 6 457 −6,95 0
2025-08-13 13F Invesco Ltd. 486 350 −12,65 20 821 −16,33
2025-08-11 13F HighTower Advisors, LLC 36 536 −12,19 1 564 −15,87
2025-08-28 NP KIE - SPDR(R) S&P Insurance 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 406 819 −8,13 17 416 −12,00
2025-08-07 13F Parkside Financial Bank & Trust 105 −94,09 4 −94,94
2025-08-12 13F American Century Companies Inc 158 763 −64,83 6 797 −66,31
2025-05-15 13F Schonfeld Strategic Advisors LLC 0 −100,00 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 2 568 −0,54 110 −5,22
2025-08-14 13F Cibc World Markets Corp 8 663 −42,14 371 −44,69
2025-05-06 13F Venturi Wealth Management, LLC 0 −100,00 0
2025-08-12 13F XTX Topco Ltd 0 −100,00 0
2025-08-14 13F Manufacturers Life Insurance Company, The 36 719 −0,99 1 572 −5,19
2025-08-25 NP MMYAX - MassMutual Select Small Company Value Fund Class A 301 −74,34 13 −76,92
2025-08-12 13F Deutsche Bank Ag\ 49 315 −8,51 2 111 −12,33
2025-07-24 NP FMCDX - Fidelity Advisor Stock Selector Mid Cap Fund Class A This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 447 233 −23,88 17 232 −28,71
2025-08-13 13F Kennedy Capital Management, Inc. 299 553 −4,97 12 824 −8,97
2025-08-27 NP Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 23 656 −7,64 1 013 −11,54
2025-08-28 NP SIVIX - State Street Institutional Small-Cap Equity Fund Investment Class 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 70 253 −32,56 3 008 −35,40
2025-07-28 13F Td Asset Management Inc 68 002 −0,14 2 911 −4,34
2025-07-17 13F HB Wealth Management, LLC 84 114 −0,05 3 601 −4,26
2025-08-19 13F/A Pitcairn Co 8 401 −16,27 360 −19,87
2025-05-27 NP FDSVX - Fidelity Growth Discovery 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 0 −100,00 0 −100,00
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 909 008 −4,80 38 915 −8,81
2025-05-15 13F Quarry LP 0 −100,00 0
2025-08-12 13F SRS Capital Advisors, Inc. 13 −50,00 1 −100,00
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 320 359 −1,74 12 343 −7,97
2025-08-08 13F Intech Investment Management Llc 27 610 −2,52 1 182 −6,64
2025-08-07 13F Zions Bancorporation, National Association /ut/ 55 996 −0,47 2 397 −4,65
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 2 383 −33,06 102 −35,85
2025-07-25 13F Stephens Consulting, LLC 0 −100,00 0
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 73 033 −3,69 3 040 −2,13
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 5 444 −5,34 233 −9,34
2025-07-28 NP UWM - ProShares Ultra Russell2000 6 730 −17,73 259 −22,92
2025-05-28 NP PACIFIC SELECT FUND - Large-Cap Growth Portfolio Class I 0 −100,00 0 −100,00
2025-08-22 NP Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 0 −100,00 0 −100,00
2025-05-16 13F Dynamic Technology Lab Private Ltd 0 −100,00 0
2025-08-19 NP RIFBX - U.S. Small Cap Equity Fund 3 261 −26,29 140 −29,44
2025-08-14 13F State Street Corp 2 084 751 −1,09 89 248 −5,25
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 1 145 −1,80 44 −6,38
2025-08-14 13F Raymond James Financial Inc 7 934 −86,34 340 −86,94
2025-08-20 NP WSMNX - William Blair Small-Mid Cap Growth Fund Class N 486 900 −7,82 20 844 −11,70
2025-08-13 13F Johnson Financial Group, Inc. 0 −100,00 0
2025-05-14 13F ExodusPoint Capital Management, LP 0 −100,00 0
2025-08-13 13F Quadrant Capital Group Llc 0 −100,00 0
2025-06-25 NP FOVAX - First Trust/Confluence Small Cap Value Fund Class A 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 16 449 −6,11 685 −4,60
2025-06-26 NP NUSC - Nuveen ESG Small-Cap ETF 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 78 517 −2,99 3 268 −1,42
2025-08-27 NP OASGX - Optimum Small-mid Cap Growth Fund Class A 81 135 −27,84 3 473 −30,87
2025-05-09 13F Altfest L J & Co Inc 0 −100,00 0 −100,00
2025-08-08 13F Creative Planning 7 583 −19,88 325 −23,22
2025-04-15 13F SG Americas Securities, LLC 0 −100,00 0
2025-08-12 13F Coldstream Capital Management Inc 0 −100,00 0
2025-08-20 NP ASMOX - AQR Small Cap Momentum Style Fund Class I 6 319 −17,37 271 −20,82
2025-08-13 13F Jones Financial Companies Lllp 1 300 −6,81 56 −11,29
2025-07-24 13F Jfs Wealth Advisors, Llc 0 −100,00 0
2025-07-23 13F Defined Financial Planning LLC 0 −100,00 0
2025-07-29 NP BPSIX - Boston Partners Small Cap Value Fund II INSTITUTIONAL 0 −100,00 0 −100,00
2025-08-28 NP ARABX - Aristotle Small Cap Equity Fund II Class A 29 667 −2,73 1 270 −6,82
2025-08-28 NP AIHHX - Aristotle Small/Mid Cap Equity Fund Class I-2 6 228 −11,33 267 −15,02
2025-08-14 13F/A Rockefeller Capital Management L.P. 525 407 −2,68 22 493 −6,77
2025-05-12 13F Simplex Trading, Llc 0 −100,00 0
2025-08-14 13F BI Asset Management Fondsmaeglerselskab A/S 0 −100,00 0
2025-07-28 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 54 055 −27,76 2 083 −43,16
2025-08-14 13F Comerica Bank 77 279 −2,32 3 308 −6,42
2025-08-28 NP ASVIX - Small Cap Value Fund Investor Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 105 000 −67,19 4 495 −68,57
2025-08-14 13F Lighthouse Investment Partners, LLC 0 −100,00 0
2025-08-25 NP MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II 1 277 −67,46 55 −69,14
2025-05-15 13F Balyasny Asset Management Llc 0 −100,00 0 −100,00
2025-08-06 13F Summit Creek Advisors LLC 173 747 −4,08 7 438 −8,12
2025-08-20 NP FOSCX - Small Company Fund Institutional 258 505 −7,38 11 067 −11,27
2025-08-27 NP AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I 48 271 −2,72 2 066 −6,81
2025-07-16 13F Signaturefd, Llc 70 −84,78 3 −90,00
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 13 732 −59,19 588 −60,94
2025-08-07 13F ProShare Advisors LLC 14 419 −1,30 617 −5,37
2025-07-29 NP DSCVX - BNY Mellon Opportunistic Small Cap Fund Investor Shares 82 182 −35,09 3 166 −39,21
2025-08-14 13F Fmr Llc 8 153 709 −5,59 349 060 −9,56
2025-08-26 NP GSCYX - SMALL CAP EQUITY FUND Institutional 2 774 −95,98 119 −96,18
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 160 600 −3,84 6 684 −2,27
2025-08-12 13F Corebridge Financial, Inc. 0 −100,00 0
2025-06-03 13F/A First National Bank Of Omaha 12 682 −32,92 567 24,67
2025-08-14 13F Aquatic Capital Management LLC 975 −96,41 42 −96,62
2025-05-14 13F Renaissance Technologies Llc 0 −100,00 0
2025-08-14 13F Boston Private Wealth Llc 0 −100,00 0
2025-05-15 13F Wolverine Trading, Llc Call 0 −100,00 0 −100,00
2025-06-26 NP JHSC - John Hancock Multifactor Small Cap ETF 26 773 −17,02 1 114 −15,67
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 66 −10,81 3 −33,33
2025-08-26 NP PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 679 912 −0,28 29 107 −4,48
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 22 205 −9,39 951 −13,24
2025-08-12 13F TCTC Holdings, LLC 0 −100,00 0
2025-04-18 NP AVLC - Avantis U.S. Large Cap Equity ETF 0 −100,00 0 −100,00
2025-03-26 NP TISEX - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 0 −100,00 0 −100,00
2025-06-26 NP FSSLX - Fidelity Series Small Cap Core Fund 136 523 −20,87 5 682 −19,56
2025-08-15 NP Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund 38 088 −7,24 1 631 −11,17
2025-05-08 13F Premier Fund Managers Ltd 0 −100,00 0
2025-08-01 13F Bessemer Group Inc 41 805 −2,93 2 0,00
2025-07-28 NP OMFS - Invesco Russell 2000(R) Dynamic Multifactor 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 6 762 −3,00 261 −9,09
2025-08-13 13F Van Hulzen Asset Management, LLC 37 579 −28,90 1 609 −31,92
2025-03-27 NP WWSMX - Westwood Quality Smidcap Fund Ultra Shares 0 −100,00 0 −100,00
2025-05-15 13F Baird Financial Group, Inc. 0 −100,00 0
2025-05-06 13F Proficio Capital Partners LLC 0 −100,00 0 −100,00
2025-04-23 13F New World Advisors LLC 0 −100,00 0
2025-05-27 NP QVG2Q - Growth Portfolio Investor Class 0 −100,00 0 −100,00
2025-08-13 13F Quantbot Technologies LP 7 905 −40,74 338 −43,29
2025-06-27 NP OTTRX - Otter Creek Long/Short Opportunity Fund Institutional Class 53 687 −56,35 2 234 −55,64
2025-08-14 13F Citadel Advisors Llc Put 0 −100,00 0
2025-06-25 NP CDAZX - Multi-Manager Directional Alternative Strategies Fund Institutional Class 0 −100,00 0 −100,00
2025-07-18 13F Truist Financial Corp 6 243 −6,50 267 −10,40
2025-07-24 13F Standard Life Aberdeen plc 0 −100,00 0
2025-08-19 NP BUFSX - Buffalo Small Cap Fund Investor Class 176 645 −25,67 7 562 −28,80
2025-08-01 13F Peregrine Capital Management Llc 311 148 −27,55 13 320 −30,60
2025-06-26 NP FAFDX - Fidelity Advisor Financial Services Fund Class A This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 177 104 −23,70 7 371 −22,44
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 23 121 −0,09 990 −4,35
2025-07-31 13F Kornitzer Capital Management Inc /ks 179 519 −25,37 7 685 −28,50
2025-08-29 NP LSSIX - Loomis Sayles Small Cap Growth Fund Institutional Class 614 023 −5,52 26 286 −9,50
2025-05-15 13F Point72 Asset Management, L.P. 0 −100,00 0
2025-08-14 13F Ameriprise Financial Inc 0 −100,00 0
2025-06-27 NP OCFS - Otter Creek Focus Strategy ETF 6 816 −52,12 284 −51,37
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class 79 147 −3,77 3 388 −7,81
2025-08-12 13F Dimensional Fund Advisors Lp 1 096 679 −1,12 46 948 −5,28
2025-08-25 NP SSETX - BNY Mellon Small Cap Growth Fund Class I 2 530 −13,45 108 −16,92
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 5 255 −2,00 202 −8,18
2025-07-22 13F Brown Miller Wealth Management, LLC 5 226 −1,04 224 −5,51
2025-08-26 NP JDVSX - JPMorgan Diversified Fund Class I 2 956 −7,57 127 −11,27
2025-07-24 NP FDFF - Fidelity Disruptive Finance ETF 22 065 −43,77 850 −47,34
2025-06-25 NP WHGAX - Westwood Quality SmallCap Fund A Class Shares 430 887 −20,89 17 934 −19,59
2025-08-26 NP IASAX - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV 1 814 −66,87 78 −68,44
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 38 537 −4,06 1 650 −8,13
2025-07-31 13F Nisa Investment Advisors, Llc 659 −22,47 28 −24,32
2025-08-14 13F UBS Group AG 321 012 −10,14 13 743 −13,92
2025-08-11 13F GW&K Investment Management, LLC 573 524 −8,18 25 −11,11
2025-08-27 NP VQNPX - Vanguard Growth and Income 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 1 300 −56,67 56 −58,96
2025-08-15 13F Morgan Stanley 275 359 −0,28 11 788 −4,47
2025-07-01 13F Confluence Investment Management Llc 413 228 −2,32 17 690 −6,43
2025-06-18 NP REBYX - U.S. Small Cap Equity Fund Class Y 15 468 −22,99 644 −21,78
2025-07-17 13F Smith Chas P & Associates Pa Cpas 57 260 −17,42 2 451 −20,88
2025-07-09 13F Bruce G. Allen Investments, LLC 0 −100,00 0
2025-08-11 13F Covestor Ltd 3 −25,00 0
2025-08-26 NP BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 105 211 −33,66 4 504 −36,45
2025-04-25 NP FEGKX - Fidelity Equity Growth K6 Fund 0 −100,00 0 −100,00
2025-05-14 13F Jane Street Group, Llc Put 0 −100,00 0
2025-08-29 NP GWETX - AMG GW&K Small Cap Core Fund Class N 140 732 −5,32 6 025 −9,30
2025-08-07 13F Boston Partners 0 −100,00 0
2025-08-25 NP MMBUX - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 4 349 −16,06 186 −19,48
2025-06-23 NP PPNMX - SmallCap Growth Fund I R-3 173 918 −11,31 7 238 −9,86
2025-08-27 NP ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio 30 300 −8,04 1 297 −11,89
2025-08-14 13F Goldman Sachs Group Inc 271 030 −28,60 11 603 −31,61
2025-07-29 13F William Blair Investment Management, Llc 5 402 750 −2,87 231 292 −6,96
2025-06-26 NP MSTQX - Morningstar U.S. Equity Fund 34 918 −16,42 1 453 −15,03
2025-05-15 13F Freestone Grove Partners LP 0 −100,00 0
2025-07-25 13F Hemington Wealth Management 3 −40,00 0
2025-05-15 13F Caption Management, LLC Put 0 −100,00 0 −100,00
2025-06-26 NP USMIX - Extended Market Index Fund 8 094 −1,88 337 −0,30
2025-08-11 13F Citigroup Inc 32 151 −39,39 1 376 −41,94
2025-08-14 13F Two Sigma Investments, Lp 6 875 −48,43 294 −50,59
2025-06-26 NP FSLCX - Fidelity Small Cap 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 661 707 −21,35 27 540 −20,06
2025-08-27 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 Short −67 243 20,82 −2 879 15,72
2025-06-25 NP HSPGX - Emerald Growth Fund Class A 276 065 −12,13 11 490 −10,69
2025-07-08 13F Atwood & Palmer Inc 559 −3,62 24 −8,00
2025-08-19 13F State of Wyoming 0 −100,00 0
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 14 750 −2,56 631 −6,66
2025-05-05 13F Eagle Bay Advisors LLC 0 −100,00 0
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 1 644 102 −3,39 70 384 −7,46
2025-08-27 NP TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund Short −231 126,47 −10 125,00
2025-08-20 NP WBSNX - William Blair Small Cap Growth Fund Class N 276 829 −15,57 11 851 −19,12
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 1 746 448 −3,17 74 765 −7,24
2025-08-12 13F Swiss National Bank 130 200 −0,76 5 574 −4,95
2025-08-08 13F Principal Financial Group Inc 5 000 −91,99 214 −92,32
2025-08-11 13F EntryPoint Capital, LLC 0 −100,00 0
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 9 753 −85,42 418 −86,04
2025-07-24 NP FIDSX - Financial Services Portfolio 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 269 711 −31,96 10 392 −36,28
2025-08-14 13F Group One Trading, L.p. 149 −51,62 6 −53,85
2025-08-12 13F Franklin Resources Inc 0 −100,00 0
2025-06-26 NP FKICX - Fidelity Small Cap 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 7 705 −37,53 321 −36,63
2025-08-14 13F Aqr Capital Management Llc 9 263 −13,91 397 −17,50
2025-07-28 13F Cornerstone Wealth Group, LLC 16 701 −0,07 715 −4,29
2025-05-23 NP Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund 0 −100,00 0 −100,00
2025-06-25 NP BKSE - BNY Mellon US Small Cap Core Equity ETF 3 265 −20,00 136 −19,16
2025-07-28 13F J.Safra Asset Management Corp 296 −31,00 13 −36,84
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth 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 22 534 −2,00 938 −0,43
2025-08-27 NP ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 19 580 −7,64 838 −11,51
2025-07-15 13F Mather Group, Llc. 0 −100,00 0
2025-07-31 13F Caitong International Asset Management Co., Ltd 0 −100,00 0
2025-08-28 NP SSSEX - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3 379 −4,41 145 −8,28
2025-07-25 13F Cwm, Llc 242 −15,09 0
2025-06-25 NP EFCAX - Emerald Insights Fund Class A 4 897 −15,17 204 −13,98
2025-04-11 13F/A Private Advisory Group LLC 0 −100,00 0 −100,00
2025-07-10 13F HWG Holdings 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 59 027 −3,59 2 274 −9,69
2025-06-25 NP WELLS FARGO MASTER TRUST - Wells Fargo Small Company Growth Portfolio Small Company Growth Portfolio 132 868 −28,75 5 530 −27,59
2025-04-30 13F Brown Advisory Inc 0 −100,00 0
2025-08-25 NP TMCAX - RBC SMID Cap Growth Fund A Shares 45 200 −7,85 1 935 −11,72
2025-06-25 NP WQAUX - Westwood Quality AllCap Fund Ultra Shares 9 991 −11,57 416 −10,17
2025-05-15 13F Squarepoint Ops LLC Put 0 −100,00 0
2025-08-13 13F Amundi 0 −100,00 0
2025-05-15 13F Squarepoint Ops LLC 0 −100,00 0
2025-07-30 13F Tributary Capital Management, LLC 423 605 −7,01 18 135 −10,92
2025-08-14 13F Millennium Management Llc 103 906 −59,21 4 448 −60,93
2025-08-12 13F Jpmorgan Chase & Co 1 355 916 −13,22 58 047 −16,87
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 7 957 −12,47 307 −18,18
2025-08-13 13F Pictet Asset Management Holding SA 9 368 −1,41 401 −5,42
2025-08-26 NP NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 8 234 −5,54 352 −9,51
2025-06-27 NP BIVIX - Invenomic Fund Institutional Class shares Short −73 916 −25,82 −3 076 −24,61
2025-07-24 13F Us Bancorp \de\ 6 055 −17,47 259 −20,80
2025-08-13 13F Continuum Advisory, LLC 0 −100,00 0
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 628 −73,83 26 −76,58
2025-07-10 13F Global Financial Private Client, LLC 0 −100,00 0
2025-08-26 NP IJSIX - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 33 803 −8,02 1 447 −11,88
2025-08-14 13F CoreCap Advisors, LLC 0 −100,00 0
2025-04-17 13F Trust Point Inc. 0 −100,00 0 −100,00
2025-08-08 13F KBC Group NV 2 111 −42,56 0
2025-05-02 13F/A Mackenzie Financial Corp 0 −100,00 0
2025-07-14 13F Toth Financial Advisory Corp 2 715 −84,34 116 −85,01
2025-07-14 13F GAMMA Investing LLC 305 −25,06 13 −27,78
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 18 167 −10,91 756 −9,46
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 690 −29,01 29 −28,21
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