CHCO / City Holding Company - Institutionellt ägande - Säljare

City Holding Company
US ˙ NasdaqGS ˙ US1778351056

Institutionellt ägande och fondägande - Säljare

Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda positioner. Klicka på länk-symbolen för att se hela transaktionshistoriken.

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Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)		 Aktier Δ Aktier
(%)		 Rapporterat
värde
(1000 USD)		 Δ Värde
(%)		 Portföljallokering
(%)
2025-08-14 13F Susquehanna International Group, Llp Put 2 600 −7,14 318 −3,05
2025-08-01 13F Teacher Retirement System Of Texas 4 316 −12,76 528 −9,12
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 23 519 −2,90 2 773 −3,82
2025-06-30 NP PFM - Invesco Dividend Achievers ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 429 −7,54 50 −9,26
2025-08-07 13F ProShare Advisors LLC 3 195 −6,55 391 −2,49
2025-05-15 13F SRS Capital Advisors, Inc. 0 −100,00 0
2025-08-28 NP AMALX - Small Cap Dividend Fund G Class 2 131 −7,27 261 −3,35
2025-08-13 13F Pictet Asset Management Holding SA 2 361 −4,41 289 −0,34
2025-08-08 13F Creative Planning 10 485 −5,77 1 284 −1,84
2025-05-29 NP CSF - VictoryShares US Discovery Enhanced Volatility Wtd ETF 683 −26,08 80 −26,61
2025-08-13 13F Quadrant Capital Group Llc 0 −100,00 0
2025-08-01 13F Bessemer Group Inc 199 −28,93 0
2025-07-21 13F Ntv Asset Management Llc 16 295 −0,42 1 995 3,75
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 72 100 −4,38 8 826 −0,35
2025-07-25 NP AFSM - First Trust Active Factor Small Cap 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 1 535 −1,85 181 −3,23
2025-07-25 13F Oregon Public Employees Retirement Fund 3 270 −1,51 400 2,56
2025-05-15 13F Scientech Research LLC 0 −100,00 0
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 2 742 −1,12 318 −3,06
2025-07-17 13F HB Wealth Management, LLC 0 −100,00 0
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 4 679 −7,25 552 −8,17
2025-07-29 NP ISMD - Inspire Small/Mid Cap Impact ETF 3 036 −3,59 358 −4,55
2025-07-31 13F Leeward Investments, LLC - MA 76 097 −3,69 9 316 0,37
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 4 782 −2,35 585 1,74
2025-07-23 13F Maryland State Retirement & Pension System 4 195 −2,33 514 1,79
2025-07-28 NP AVUV - Avantis U.S. Small Cap Value ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 42 528 −5,39 5 014 −6,26
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 532 −6,01 65 −1,52
2025-08-14 13F Voloridge Investment Management, Llc 37 894 −19,36 4 639 −15,98
2025-07-18 13F Robeco Institutional Asset Management B.V. 83 022 −5,08 10 164 −1,08
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 10 395 −34,26 1 204 −35,51
2025-08-27 NP TPLNX - Timothy Small-Cap Value Fund Class A 24 954 −5,88 3 055 −1,93
2025-07-29 NP VFQY - Vanguard U.S. Quality 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 5 707 −1,28 673 −2,18
2025-08-14 13F Ameriprise Financial Inc 29 245 −5,65 3 580 −1,65
2025-08-08 13F Pnc Financial Services Group, Inc. 1 522 −15,54 186 −11,85
2025-08-15 13F Great West Life Assurance Co /can/ 11 852 −3,60 1 0,00
2025-08-27 NP JNL SERIES TRUST - JNL Small Cap Index Fund (I) 25 230 −2,24 3 089 1,88
2025-06-26 NP DFUV - Dimensional US Marketwide Value ETF 9 378 −3,86 1 087 −5,73
2025-08-11 13F Covestor Ltd 8 −27,27 0
2025-08-26 13F/A Thrivent Financial For Lutherans 10 650 −1,38 1 0,00
2025-08-12 13F Pathstone Holdings, LLC 0 −100,00 0
2025-06-25 NP DISSX - BNY Mellon Smallcap Stock Index Fund Investor Shares 9 848 −14,62 1 141 −16,23
2025-08-08 13F/A Sterling Capital Management LLC 163 −29,74 20 −29,63
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 6 594 −1,26 807 2,93
2025-08-12 13F Dimensional Fund Advisors Lp 492 834 −3,29 60 334 0,79
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 111 −10,48 14 −7,14
2025-08-11 13F Principal Securities, Inc. 51 −5,56 6 0,00
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 8 592 −2,00 1 052 2,14
2025-08-13 13F Continuum Advisory, LLC 0 −100,00 0
2025-08-14 13F Comerica Bank 4 984 −0,34 610 3,92
2025-08-25 NP MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 1 876 −12,38 230 −8,76
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 5 595 −14,31 660 −15,08
2025-08-08 13F KBC Group NV 566 −32,86 0
2025-06-25 NP WHGAX - Westwood Quality SmallCap Fund A Class Shares 155 656 −13,76 18 036 −15,41
2025-08-13 13F ExodusPoint Capital Management, LP 10 890 −48,44 1 −50,00
2025-07-25 13F Allspring Global Investments Holdings, LLC 0 −100,00 0
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 669 −48,22 82 −46,36
2025-06-23 NP PSSMX - SmallCap S&P 600 Index Fund R-3 14 280 −5,22 1 655 −7,03
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 1 060 −30,49 130 −27,93
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6 390 −3,03 740 −4,88
2025-08-13 13F Amundi 2 414 −58,74 307 −53,41
2025-08-29 NP SKSEX - AMG Managers Skyline Special Equities Fund Class N 25 734 −4,46 3 150 −0,41
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 102 −78,79 12 −71,43
2025-07-31 13F Nisa Investment Advisors, Llc 117 −92,57 14 −92,43
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 358 374 −7,32 43 872 −3,41
2025-08-14 13F Point72 Asset Management, L.P. 2 600 −3,70 318 0,32
2025-08-14 13F PDT Partners, LLC 0 −100,00 0
2025-08-12 13F American Century Companies Inc 93 422 −0,44 11 437 3,76
2025-08-13 13F OMERS ADMINISTRATION Corp 0 −100,00 0
2025-07-21 13F Polaris Capital Management, LLC 22 895 −3,38 2 803 0,68
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 54 471 −9,25 6 312 −10,99
2025-08-12 13F Corebridge Financial, Inc. 0 −100,00 0
2025-07-28 NP URTY - ProShares UltraPro Russell2000 1 060 −28,43 125 −29,55
2025-07-23 13F Louisiana State Employees Retirement System 6 800 −1,45 832 2,72
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 1 171 −2,66 138 −3,50
2025-05-27 NP Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 145 −0,68 17 0,00
2025-07-28 NP QVMS - Invesco S&P SmallCap 600 QVM Multi-factor 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 2 291 −6,41 270 −7,22
2025-08-12 13F Nuveen, LLC 33 766 −18,78 4 134 −15,36
2025-07-30 13F Dupree Financial Group, LLC 0 −100,00 0
2025-08-14 13F Goldman Sachs Group Inc 45 960 −46,54 5 626 −44,29
2025-06-23 NP PPNMX - SmallCap Growth Fund I R-3 119 −9,85 14 −13,33
2025-08-07 13F Los Angeles Capital Management Llc 2 251 −3,43 276 0,73
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 5 655 −60,92 692 −59,27
2025-08-14 13F Millennium Management Llc 52 728 −9,45 6 455 −5,64
2025-05-07 13F Foundations Investment Advisors, LLC 0 −100,00 0
2025-08-12 13F CIBC Private Wealth Group, LLC 0 −100,00 0
2025-08-14 13F Cibc World Markets Corp 1 762 −45,23 216 −42,97
2025-05-14 13F Susquehanna International Group, Llp Call 0 −100,00 0 −100,00
2025-05-28 NP QCSTRX - Stock Account Class R1 3 379 −25,74 397 −26,53
2025-08-27 NP VISVX - Vanguard Small-Cap Value Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 215 086 −4,55 26 331 −0,53
2025-08-13 13F MetLife Investment Management, LLC 8 568 −0,19 1 049 3,97
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 8 888 −4,52 1 048 −5,42
2025-07-24 13F McKinley Carter Wealth Services, Inc. 13 715 −15,43 1 679 −11,82
2025-06-26 NP USMIX - Extended Market Index Fund 1 715 −3,22 199 −5,26
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 7 836 −9,24 959 −5,42
2025-08-08 13F Geode Capital Management, Llc 366 155 −0,93 44 829 3,23
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 2 527 −58,89 309 −57,20
2025-05-14 13F Ieq Capital, Llc 0 −100,00 0
2025-08-12 13F Jpmorgan Chase & Co 189 557 −1,89 23 206 2,24
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 3 750 −2,19 459 2,00
2025-05-16 13F Dynamic Technology Lab Private Ltd 0 −100,00 0
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 925 −54,99 113 −53,11
2025-08-28 NP SMLV - SPDR SSGA US Small Cap Low Volatility Index 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 10 243 −61,56 1 254 −59,96
2025-06-24 NP JPSE - JPMorgan Diversified Return U.S. Small Cap Equity ETF 2 515 −8,81 291 −10,46
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 316 −1,25 37 −2,70
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 127 540 −4,36 15 613 −0,33
2025-08-26 NP BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 5 710 −2,09 699 2,04
2025-07-28 13F Allianz Asset Management GmbH 0 −100,00 0
2025-04-14 13F Farther Finance Advisors, LLC 0 −100,00 0
2025-06-26 NP MSTQX - Morningstar U.S. Equity Fund 13 491 −7,78 1 563 −9,55
2025-05-15 13F Centiva Capital, LP 0 −100,00 0
2025-08-28 NP TPSC - Timothy Plan US Small Cap Core ETF 4 733 −1,19 579 3,02
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 49 709 −1,54 5 860 −2,45
2025-08-26 NP NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 2 701 −5,53 331 −1,49
2025-05-22 NP ROSC - Hartford Multifactor Small Cap ETF 75 −75,57 9 −77,78
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 46 265 −62,21 5 664 −60,62
2025-07-25 NP NMSAX - Columbia Small Cap Index Fund Class A 28 020 −5,53 3 303 −6,40
2025-08-11 13F Citigroup Inc 20 017 −22,44 2 450 −19,17
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 2 110 −8,14 258 −4,09
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 970 −5,18 114 −5,79
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 19 −9,52 2 0,00
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 17 715 −7,24 2 088 −8,10
2025-08-14 13F Citadel Advisors Llc 10 204 −63,76 1 249 −62,23
2025-05-09 13F R Squared Ltd 0 −100,00 0
2025-05-14 13F Campbell & CO Investment Adviser LLC 0 −100,00 0
2025-08-27 NP RYWAX - S&P SmallCap 600 Pure Growth Fund Class H 79 −11,24 10 −10,00
2025-08-21 NP MXISX - Great-West S&P Small Cap 600 Index Fund Investor Class 10 426 −4,08 1 276 0,00
2025-08-14 13F Raymond James Financial Inc 2 095 −30,61 256 −27,68
2025-08-05 13F Bank of New York Mellon Corp 135 185 −3,54 16 549 0,53
2025-08-14 13F UBS Group AG 158 768 −1,30 19 436 2,86
2025-08-12 13F Franklin Resources Inc 9 719 −1,07 1 190 3,03
2025-08-28 NP DTSVX - Small Company Value Portfolio Investment Class 117 −40,61 14 −39,13
2025-08-13 13F Cerity Partners LLC 6 340 −0,42 776 3,88
2025-07-29 NP SECAX - SIIT Small Cap II Fund - Class A 3 257 −4,93 384 −5,90
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 22 459 −6,07 2 602 −7,86
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 10 650 −1,38 1 304 2,76
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 18 226 −4,10 2 112 −5,97
2025-08-27 NP TVOAX - TOUCHSTONE SMALL CAP VALUE FUND Class A 11 422 −8,61 1 398 −4,77
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 13 784 −25,14 1 625 −25,84
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 337 501 −2,85 41 317 1,25
2025-08-08 13F Principal Financial Group Inc 71 825 −10,94 8 793 −7,19
2025-08-14 13F Balyasny Asset Management Llc 7 317 −41,98 896 −39,57
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 2 485 −2,97 293 −3,95
2025-06-30 NP VIG - Vanguard Dividend Appreciation Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 78 551 −4,35 9 102 −6,18
2025-08-29 NP DTD - WisdomTree U.S. Total Dividend Fund N/A 1 601 −0,93 196 3,17
2025-06-27 NP DPST - Direxion Daily Regional Banks Bull 3X Shares 7 134 −15,70 827 −17,32
2025-08-08 13F SBI Securities Co., Ltd. 98 −50,51 12 −52,17
2025-08-27 NP JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 2 441 −5,31 299 −1,32
2025-08-14 13F Royal Bank Of Canada 14 749 −5,37 1 806 −1,37
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 5 012 −3,39 614 0,66
2025-08-07 13F Teachers Retirement System Of The State Of Kentucky 4 629 −7,16 1
2025-08-12 13F Coldstream Capital Management Inc 0 −100,00 0
2025-06-26 NP CRSSX - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 5 900 −2,61 684 −4,48
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 93 697 −5,64 10 857 −7,45
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 469 −1,26 57 3,64
2025-08-14 13F Wells Fargo & Company/mn 44 278 −21,62 5 421 −18,32
2025-08-04 13F Amalgamated Bank 4 143 −1,57 1
2025-08-13 13F Victory Capital Management Inc 7 251 −15,37 888 −11,83
2025-08-12 13F Legal & General Group Plc 40 800 −0,01 4 995 4,19
2025-08-28 NP SLLAX - SIMT Small Cap Fund Class F 3 804 −27,08 466 −24,02
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 8 −97,15 1 −100,00
2025-05-14 13F Susquehanna Fundamental Investments, Llc 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 123 044 −3,01 15 063 1,08
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 50 −3,85 6 0,00
2025-05-27 NP NOSGX - Northern Small Cap Value Fund 9 632 −5,14 1 131 −5,99
2025-07-28 NP UWM - ProShares Ultra Russell2000 1 446 −18,67 170 −19,43
2025-05-12 13F Virtu Financial LLC 0 −100,00 0
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 149 −29,38 17 −29,17
2025-05-12 13F National Bank Of Canada /fi/ 0 −100,00 0 −100,00
2025-07-25 13F Yousif Capital Management, Llc 5 436 −0,31 665 3,91
2025-08-26 NP FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 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 9 667 −2,58 1 183 1,55
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 862 645 −5,19 105 605 −1,20
2025-07-28 NP SAA - ProShares Ultra SmallCap600 256 −15,23 30 −14,29
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 3 088 −5,71 378 −1,56
2025-08-08 13F SG Americas Securities, LLC 2 515 −9,43 0
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 33 216 −5,91 3 916 −6,79
2025-08-13 13F Guggenheim Capital Llc 7 708 −10,69 944 −6,91
2025-07-28 13F New York State Teachers Retirement System 22 876 −0,87 3 0,00
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 246 −3,15 29 −3,33
2025-08-12 13F BlackRock, Inc. 2 049 825 −4,04 250 940 0,00
2025-08-14 13F Jane Street Group, Llc 19 724 −22,83 2 415 −19,59
2025-08-27 13F/A Squarepoint Ops LLC 5 354 −29,08 655 −26,07
2025-07-25 13F Apollon Wealth Management, LLC 1 915 −2,69 234 1,30
2025-05-16 13F Coppell Advisory Solutions LLC 0 −100,00 0
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 7 254 −0,55 888 3,74
2025-08-14 13F Fmr Llc 3 408 −40,57 417 −38,04
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 609 −48,35 75 −46,38
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 9 514 −16,74 1 122 −17,51
2025-07-28 NP RWJ - Invesco S&P SmallCap 600 Revenue 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 3 566 −8,61 420 −9,48
2025-08-13 13F Invesco Ltd. 69 150 −9,49 8 465 −5,67
2025-08-27 NP VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 224 635 −0,78 27 500 3,40
2025-07-28 NP PSCF - Invesco S&P SmallCap Financials 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 827 −4,28 97 −4,90
2025-07-29 NP SSCYX - Small Capitalization Portfolio Class A 549 −10,00 65 −11,11
2025-08-14 13F Schonfeld Strategic Advisors LLC 1 720 −75,97 211 −75,00
2025-08-13 13F Hsbc Holdings Plc 0 −100,00 0
2025-08-14 13F Lazard Asset Management Llc 0 −100,00 0
2025-07-25 13F Hemington Wealth Management 6 −33,33 0
2025-05-29 NP CSA - VictoryShares US Small Cap Volatility Wtd ETF 536 −35,42 63 −36,73
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 14 −12,50 2 0,00
2025-08-12 13F Global Retirement Partners, LLC 0 −100,00 0
2025-07-14 13F Farmers & Merchants Investments Inc 9 −10,00 1 0,00
2025-08-11 13F Vanguard Group Inc 1 711 506 −0,63 209 523 3,55
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 2 686 −1,72 329 2,18
2025-08-06 13F Commonwealth Equity Services, Llc 1 920 −7,60 0
2025-07-29 13F Mutual Of America Capital Management Llc 1 860 −13,12 228 −9,56
2025-08-14 13F Two Sigma Securities, Llc 0 −100,00 0
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 97 097 −8,81 11 251 −10,55
2025-08-12 13F Swiss National Bank 28 100 −1,40 3 440 2,78
2025-08-12 13F XTX Topco Ltd 0 −100,00 0
2025-08-13 13F Northern Trust Corp 161 346 −9,60 19 752 −5,79
2025-07-30 NP BFOR - Barron's 400 ETF 3 097 −5,78 365 −6,41
2025-07-15 13F Kentucky Trust Co 3 651 −7,03 447 −3,25
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 14 520 −11,40 1 682 −13,07
2025-05-08 13F LGT Financial Advisors LLC 0 −100,00 0
2025-08-11 13F GW&K Investment Management, LLC 29 117 −3,98 4 0,00
2025-08-18 13F/A Westwood Holdings Group Inc 616 151 −2,44 75 429 1,67
2025-08-13 13F Russell Investments Group, Ltd. 9 384 −2,74 1 149 1,32
2025-08-14 13F Point72 Asia (Singapore) Pte. Ltd. 223 −27,36 27 −25,00
2025-08-14 13F Aster Capital Management (DIFC) Ltd 74 −99,04 9 −99,02
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 3 546 −6,29 434 −2,25
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 69 739 −2,06 8 222 −2,96
2025-08-12 13F Deutsche Bank Ag\ 10 035 −56,86 1 228 −55,05
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 31 943 −0,35 3 910 3,85
2025-05-30 NP SVOAX - Simt Us Managed Volatility Fund Class F 633 −11,72 74 −11,90
2025-06-23 NP SGPIX - Small-cap Growth Profund Investor Class 90 −2,17 10 0,00
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 −100,00 0
2025-08-11 13F TD Waterhouse Canada Inc. 1 −99,46 0 −100,00
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 4 895 −7,55 599 −3,70
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