HMN / Horace Mann Educators Corporation - Institutionellt ägande - Säljare

Horace Mann Educators Corporation
US ˙ NYSE ˙ US4403271046

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
(%)
2025-08-28 NP SPWIX - Simt Small Cap Growth Fund Class I 6 421 −50,22 276 −50,09
2025-05-06 13F Proficio Capital Partners LLC 0 −100,00 0 −100,00
2025-08-04 13F Hantz Financial Services, Inc. 64 859 −3,56 3 0,00
2025-08-26 NP CRISX - CRM SMALL CAP VALUE FUND INSTITUTIONAL 38 421 −47,02 1 651 −46,74
2025-08-15 13F Earnest Partners Llc 1 299 791 −0,02 55 852 0,54
2025-08-21 NP LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 1 913 −24,57 82 −24,07
2025-08-14 13F Palisade Capital Management Llc/nj 370 568 −2,98 15 923 −2,44
2025-08-27 NP FAEQX - PFM Multi-Manager Domestic Equity Fund Institutional Class 3 677 −8,99 158 −8,14
2025-08-29 NP NORTHERN LIGHTS FUND TRUST II - Hodges Small Intrinsic Value Fund Retail Class Shares 24 400 −7,05 1 048 −6,51
2025-06-25 NP CSMIX - Columbia Small Cap Value Fund I Class A 204 311 −23,90 8 487 −18,17
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 75 045 −3,66 3 225 −3,12
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 47 185 −27,74 1 960 −22,28
2025-06-30 NP PFM - Invesco Dividend Achievers ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 186 −3,18 49 4,26
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 999 946 −1,57 42 968 −1,01
2025-08-12 13F SRS Capital Advisors, Inc. 18 −50,00 1 −100,00
2025-05-22 NP ROSC - Hartford Multifactor Small Cap ETF 1 870 −3,95 80 3,95
2025-08-26 13F/A Thrivent Financial For Lutherans 29 985 −7,95 1 0,00
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 65 125 −2,62 2 828 −0,11
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 289 295 −12,17 12 017 −5,55
2025-09-22 NP GSEQX - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 18 900 −0,89 804 1,39
2025-08-28 NP SLYV - SPDR(R) S & P 600 Small Cap Value 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 234 334 −2,37 10 069 −1,81
2025-08-13 13F Amundi 6 696 −57,70 281 −58,88
2025-08-29 NP BAFYX - Brown Advisory Sustainable Small-Cap Core Fund Institutional Shares 37 801 −4,22 1 624 −3,68
2025-08-14 13F Nfj Investment Group, Llc 0 −100,00 0
2025-08-14 13F Goldman Sachs Group Inc 156 057 −36,01 6 706 −35,66
2025-08-14 13F Smartleaf Asset Management LLC 467 −38,63 20 −37,50
2025-07-31 13F Oppenheimer Asset Management Inc. 26 708 −21,51 1 148 −21,11
2025-08-14 13F CoreCap Advisors, LLC 0 −100,00 0
2025-08-14 13F Lazard Asset Management Llc 48 943 −39,28 2 −33,33
2025-08-05 13F Carolinas Wealth Consulting 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 377 954 −0,74 16 241 −0,19
2025-06-26 NP DFSVX - U.s. Small Cap Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 469 565 −15,18 19 506 −8,80
2025-08-27 NP RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity 620 −5,92 27 −7,14
2025-06-25 NP DISSX - BNY Mellon Smallcap Stock Index Fund Investor Shares 27 011 −15,72 1 122 −9,37
2025-08-26 NP POMIX - T. Rowe Price Total Equity Market Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9 819 −1,86 422 −1,41
2025-08-14 13F Raymond James Financial Inc 26 863 −1,25 1 154 −0,69
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 13 568 −3,55 583 −3,00
2025-08-12 13F Legal & General Group Plc 110 427 −0,29 4 745 0,27
2025-08-14 13F Engineers Gate Manager LP 0 −100,00 0
2025-06-25 NP GCSIX - Goldman Sachs Small Cap Equity Insights Fund Institutional 1 510 −29,14 63 −24,39
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 154 419 −9,27 6 415 −2,43
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 137 858 −1,43 5 987 1,13
2025-07-25 13F Stephens Consulting, LLC 0 −100,00 0
2025-07-29 NP SIXL - 6 Meridian Low Beta Equity Strategy ETF 19 346 −12,38 840 −10,06
2025-06-23 NP SVPIX - Small-cap Value Profund Investor Class 152 −11,63 6 0,00
2025-08-14 13F Integrated Investment Consultants, LLC 0 −100,00 0
2025-08-12 13F BlackRock, Inc. 5 900 962 −0,14 253 564 0,42
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 40 −13,04 2 0,00
2025-06-30 NP HASCX - Harbor Small Cap Value Fund Institutional Class 471 289 −4,26 19 577 2,95
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 7 736 −3,17 332 −2,64
2025-08-14 13F Deprince Race & Zollo Inc 0 −100,00 0
2025-08-14 13F D. E. Shaw & Co., Inc. 0 −100,00 0
2025-07-28 NP UWM - ProShares Ultra Russell2000 4 101 −18,74 178 −16,43
2025-06-30 NP Two Roads Shared Trust - Hypatia Women CEO ETF 738 −17,54 31 −11,76
2025-06-25 NP EKGAX - Wells Fargo Global Small Cap Fund (f/k/a Wells Fargo Global Opportunities Fund) Class A 6 935 −52,56 288 −48,94
2025-07-15 13F SJS Investment Consulting Inc. 6 −40,00 0
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 144 739 −0,88 6 012 6,58
2025-07-29 NP VIOV - Vanguard S&P Small-Cap 600 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 82 691 −1,86 3 591 0,70
2025-08-13 13F First Trust Advisors Lp 38 252 −21,14 1 644 −20,70
2025-05-05 13F Creekmur Asset Management LLC 0 −100,00 0
2025-08-26 NP CRIAX - CRM SMALL/MID CAP VALUE FUND INSTITUTIONAL 37 580 −69,96 1 615 −69,80
2025-08-11 13F GW&K Investment Management, LLC 835 349 −2,52 36 −2,78
2025-06-26 NP SMMV - iShares Edge MSCI Min Vol USA 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 23 609 −4,46 981 2,73
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 20 013 −0,56 860 0,00
2025-07-28 NP SAA - ProShares Ultra SmallCap600 709 −15,49 31 −14,29
2025-07-28 NP XSLV - Invesco S&P SmallCap Low Volatility 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 54 819 −6,59 2 381 −4,19
2025-07-22 13F Red Tortoise LLC 236 −0,84 10 0,00
2025-05-06 13F Y-Intercept (Hong Kong) Ltd 0 −100,00 0
2025-08-14 13F Man Group plc 0 −100,00 0
2025-08-26 NP IJS - iShares S&P Small-Cap 600 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 389 247 −6,17 16 726 −5,65
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 92 065 −7,97 3 824 −1,04
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 16 555 −2,44 711 −1,93
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 20 290 −10,45 843 −3,77
2025-08-26 NP IPSIX - Voya Index Plus SmallCap Portfolio Class I 31 876 −1,84 1 370 −1,30
2025-08-26 NP PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares 22 400 −16,73 963 −16,28
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 25 845 −65,39 1 111 −65,20
2025-05-20 NP RIFBX - U.S. Small Cap Equity Fund 15 347 −3,22 656 5,31
2025-08-14 13F UBS Group AG 146 085 −49,11 6 277 −48,82
2025-08-29 NP BIAUX - Brown Advisory Small-Cap Fundamental Value Fund Investor Shares 471 599 −9,68 20 265 −9,17
2025-08-21 NP MXISX - Great-West S&P Small Cap 600 Index Fund Investor Class 30 025 −0,14 1 290 0,47
2025-08-28 NP DTSVX - Small Company Value Portfolio Investment Class 630 −12,50 27 −10,00
2025-08-27 NP RYAZX - S&P SmallCap 600 Pure Value Fund Class H 258 −6,86 11 0,00
2025-08-13 13F Invesco Ltd. 489 007 −9,17 21 013 −8,66
2025-08-07 13F ProShare Advisors LLC 149 484 −16,64 6 423 −16,17
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 637 389 −3,30 27 389 −2,75
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 6 538 −28,74 272 −23,45
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 1 103 −1,08 48 0,00
2025-09-23 NP FRVLX - Franklin Small Cap Value Fund Class A 2 192 713 −3,31 93 256 −1,01
2025-08-29 NP DTD - WisdomTree U.S. Total Dividend Fund N/A 5 543 −0,86 238 0,00
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 18 864 −0,21 811 0,37
2025-08-13 13F Hsbc Holdings Plc 5 717 −16,12 246 −15,81
2025-08-08 13F Geode Capital Management, Llc 962 125 −0,60 41 348 −0,05
2025-08-11 13F Covestor Ltd 5 −84,85 0
2025-05-14 13F EntryPoint Capital, LLC 0 −100,00 0
2025-08-14 13F Bank Of America Corp /de/ 664 350 −11,12 28 547 −10,62
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 150 137 −10,51 6 520 −8,18
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 313 −10,06 13 −7,14
2025-08-12 13F Brandywine Global Investment Management, LLC 76 780 −3,64 3 299 −3,08
2025-06-26 NP CRSSX - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 16 357 −2,61 679 4,78
2025-08-11 13F Hexagon Capital Partners LLC 0 −100,00 0
2025-08-15 13F Caxton Associates Llp 0 −100,00 0
2025-08-13 13F Jump Financial, LLC 0 −100,00 0
2025-06-25 NP FYX - First Trust Small Cap Core AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 24 011 −22,02 997 −16,15
2025-05-15 13F Johnson Financial Group, Inc. 0 −100,00 0
2025-08-14 13F Voya Investment Management Llc 43 353 −1,14 1 863 −0,59
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 31 242 −0,98 1 298 6,49
2025-07-25 13F Yousif Capital Management, Llc 15 034 −0,23 646 0,47
2025-08-14 13F State Of Wisconsin Investment Board 12 317 −15,92 529 −15,36
2025-08-13 13F Brown Advisory Inc 977 174 −5,54 41 989 −5,01
2025-08-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 27 619 −26,76 1 187 −26,38
2025-06-24 NP JPSE - JPMorgan Diversified Return U.S. Small Cap Equity ETF 5 361 −10,37 223 −3,90
2025-08-25 NP MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 5 280 −11,05 227 −10,67
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 420 −29,88 17 −26,09
2025-08-14 13F Brevan Howard Capital Management LP 0 −100,00 0
2025-07-31 13F Nisa Investment Advisors, Llc 29 224 −2,01 1 256 −1,49
2025-08-25 NP MMBUX - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 4 442 −4,76 191 −4,52
2025-08-04 13F Amalgamated Bank 11 656 −0,21 1
2025-08-11 13F Cramer Rosenthal Mcglynn Llc 248 489 −62,50 10 678 −62,30
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 217 534 −3,46 9 036 3,81
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 286 562 −5,75 11 904 1,35
2025-08-14 13F State Street Corp 1 616 243 −0,79 69 450 −0,23
2025-08-14 13F Aster Capital Management (DIFC) Ltd 0 −100,00 0
2025-06-27 NP AVFIX - American Beacon Small Cap Value Fund Institutional Class 534 901 −17,53 22 220 −11,32
2025-08-21 NP MXLSX - Great-West Loomis Sayles Small Cap Value Fund Investor Class 15 900 −7,02 683 −6,44
2025-07-28 NP URTY - ProShares UltraPro Russell2000 3 005 −28,52 131 −26,55
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 96 −1,03 4 0,00
2025-07-25 13F Allspring Global Investments Holdings, LLC 0 −100,00 0
2025-05-29 NP CSF - VictoryShares US Discovery Enhanced Volatility Wtd ETF 2 072 −35,27 89 −15,38
2025-07-23 13F Louisiana State Employees Retirement System 19 100 −0,52 821 0,00
2025-08-14 13F Jane Street Group, Llc 76 133 −16,92 3 271 −16,45
2025-06-25 NP FYT - First Trust Small Cap Value AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3 691 −66,86 153 −64,42
2025-08-11 13F HighTower Advisors, LLC 6 893 −3,39 296 −2,63
2025-08-14 13F EP Wealth Advisors, Inc. 7 145 −4,70 307 −4,06
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 42 422 −21,13 1 842 −19,07
2025-08-12 13F Swiss National Bank 78 200 −1,01 3 360 −0,44
2025-08-13 13F Northern Trust Corp 449 055 −0,90 19 296 −0,35
2025-07-28 NP SMDV - ProShares Russell 2000 Dividend Growers ETF 166 860 −9,65 7 247 −7,30
2025-05-02 13F Cornercap Investment Counsel Inc 0 −100,00 0 −100,00
2025-05-15 13F Pathstone Holdings, LLC 0 −100,00 0
2025-08-28 NP Humankind Benefit Corp - Humankind US Stock ETF 168 −32,80 7 −30,00
2025-08-12 13F XTX Topco Ltd 0 −100,00 0
2025-08-13 13F Quadrant Capital Group Llc 0 −100,00 0
2025-08-14 13F Hrt Financial Lp 6 543 −74,55 0 −100,00
2025-07-15 13F Fifth Third Bancorp 79 −43,57 3 −40,00
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 2 428 147 −3,74 104 337 −3,20
2025-08-29 NP GWETX - AMG GW&K Small Cap Core Fund Class N 191 903 −5,30 8 246 −4,77
2025-07-24 13F Us Bancorp \de\ 3 827 −8,66 164 −8,38
2025-07-29 13F Mutual Of America Capital Management Llc 5 238 −11,76 225 −11,07
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 51 238 −6,35 2 128 0,71
2025-08-12 13F Nuveen, LLC 116 176 −2,46 4 992 −1,91
2025-08-26 NP BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 15 847 −4,09 681 −3,68
2025-08-07 13F Commerce Bank 12 124 −9,82 521 −9,41
2025-08-12 13F Dimensional Fund Advisors Lp 2 343 458 −8,59 100 698 −8,08
2025-08-14 13F Two Sigma Investments, Lp 118 722 −22,89 5 101 −22,45
2025-07-11 13F Farther Finance Advisors, LLC 105 −12,50 5 −20,00
2025-08-13 13F Bollard Group LLC 0 −100,00 0
2025-08-26 NP NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 4 364 −54,84 188 −55,16
2025-06-25 NP FAB - First Trust Multi Cap Value AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 680 −60,56 28 −57,58
2025-08-27 NP SMCF - Themes US Small Cap Cash Flow Champions ETF 565 −18,23 24 −17,24
2025-07-31 13F Quest Partners LLC 7 233 −71,13 311 −71,03
2025-08-12 13F Charles Schwab Investment Management Inc 547 374 −2,61 23 521 −2,07
2025-05-01 13F WESPAC Advisors, LLC 0 −100,00 0
2025-08-12 13F Coldstream Capital Management Inc 0 −100,00 0
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 194 430 −0,43 8 444 2,15
2025-08-14 13F Alliancebernstein L.p. 44 142 −3,01 1 897 −2,47
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 346 675 −1,41 14 897 −0,85
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 1 180 −7,81 51 −7,41
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 208 −0,48 9 0,00
2025-08-27 NP VITNX - Vanguard Institutional Total Stock Market 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 20 476 −5,44 880 −4,97
2025-08-14 13F Ameriprise Financial Inc 437 720 −1,55 18 809 −1,00
2025-08-12 13F Deutsche Bank Ag\ 28 613 −41,87 1 230 −41,56
2025-08-13 13F Russell Investments Group, Ltd. 73 752 −71,55 3 169 −71,39
2025-05-29 NP CSA - VictoryShares US Small Cap Volatility Wtd ETF 1 627 −32,88 70 −12,66
2025-08-12 13F Jpmorgan Chase & Co 85 654 −22,30 3 681 −21,87
2025-08-13 13F New York State Common Retirement Fund 121 305 −33,03 5 −28,57
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 16 −20,00 1
2025-07-14 13F Farmers & Merchants Investments Inc 27 −10,00 1 0,00
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 195 886 −9,46 8 137 −2,63
2025-08-13 13F Victory Capital Management Inc 21 337 −36,58 917 −36,26
2025-06-18 NP REBYX - U.S. Small Cap Equity Fund Class Y 52 026 −0,95 2 161 6,51
2025-07-15 13F Mather Group, Llc. 0 −100,00 0
2025-04-29 NP SVYAX - SIIT U.S. Managed Volatility Fund - Class A 630 −86,69 27 −83,54
2025-05-15 13F Voloridge Investment Management, Llc 0 −100,00 0
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 13 700 −9,27 589 −8,84
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 627 246 −0,62 26 953 −0,06
2025-05-06 13F Venturi Wealth Management, LLC 0 −100,00 0
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 1 436 −49,77 62 −50,00
2025-07-25 NP PSLAX - Putnam Small Cap Value Fund Class A Shares 58 131 −9,21 2 525 −6,86
2025-06-23 NP PSSMX - SmallCap S&P 600 Index Fund R-3 39 587 −5,23 1 644 1,92
2025-06-27 NP XSVM - Invesco S&P SmallCap Value with 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 130 895 −12,05 5 437 −5,43
2025-08-08 13F KBC Group NV 1 613 −32,17 0
2025-08-29 NP WWSAX - Teton Westwood Small Cap Equity Fund Class A 9 222 −5,42 396 −4,81
2025-05-14 13F Huntington National Bank 0 −100,00 0
2025-08-08 13F Principal Financial Group Inc 229 808 −4,52 9 875 −3,99
2025-07-15 13F Public Employees Retirement System Of Ohio 1 912 −2,94 82 −2,38
2025-08-14 13F Wells Fargo & Company/mn 114 354 −2,03 4 914 −1,48
2025-08-11 13F Principal Securities, Inc. 148 −43,30 6 −40,00
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 187 464 −7,72 8 055 −7,20
2025-06-27 NP RZV - Invesco S&P SmallCap 600 Pure Value 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 16 126 −1,38 670 6,02
2025-08-06 13F Vestmark Advisory Solutions, Inc. 11 685 −13,88 502 −13,30
2025-07-11 13F Assenagon Asset Management S.A. 0 −100,00 0
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 56 687 −5,72 2 462 −3,30
2025-06-25 NP TASVX - PGIM QMA SMALL-CAP VALUE FUND Class Z 2 200 −95,99 91 −95,16
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 696 −3,33 30 0,00
2025-08-27 13F/A Squarepoint Ops LLC 0 −100,00 0 −100,00
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 27 297 −4,93 1 186 −2,47
2025-05-02 13F/A Mackenzie Financial Corp 0 −100,00 0
2025-08-28 NP VYSVX - Vericimetry U.S. Small Cap Value Fund 5 211 −12,58 224 −12,20
2025-08-14 13F Cibc World Markets Corp 5 025 −44,93 216 −44,73
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 −100,00 0
2025-06-26 NP USMIX - Extended Market Index Fund 4 870 −2,48 202 5,21
2025-08-14 13F Hotchkis & Wiley Capital Management Llc 841 405 −2,24 36 155 −1,69
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 142 −4,70 6 0,00
2025-05-30 NP SVOAX - Simt Us Managed Volatility Fund Class F 299 −11,80 13 −7,69
2025-08-07 13F Teachers Retirement System Of The State Of Kentucky 12 611 −7,06 1
2025-07-29 NP ISMD - Inspire Small/Mid Cap Impact ETF 8 286 −13,88 360 −11,79
2025-07-25 NP NMSAX - Columbia Small Cap Index Fund Class A 77 680 −5,53 3 374 −3,07
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 35 019 −7,42 1 505 −6,93
2025-07-25 13F Cwm, Llc 24 597 −0,70 1 0,00
2025-08-12 13F Ensign Peak Advisors, Inc 17 800 −6,32 765 −5,80
2025-08-14 13F Silvercrest Asset Management Group Llc 14 114 −0,84 606 −0,33
2025-08-26 NP SVAL - iShares US Small Cap Value Factor ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 16 792 −2,85 722 −2,30
2025-08-14 13F Sei Investments Co 19 496 −7,36 838 −6,90
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 24 483 −29,22 1 052 −28,82
2025-08-08 13F Pnc Financial Services Group, Inc. 8 291 −2,21 356 −1,66
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 22 351 −8,58 960 −8,05
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 2 290 −5,41 99 −2,94
2025-06-30 NP PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 75 993 −15,48 3 157 −9,13
2025-07-31 13F State of New Jersey Common Pension Fund D 43 760 −8,54 1 880 −8,02
2025-08-11 13F Public Employees Retirement Association Of Colorado 7 393 −3,77 0
2025-08-26 NP FTKI - First Trust Small Cap BuyWrite Income ETF 62 −1,59 3 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 6 402 −2,90 278 −0,36
2025-05-14 13F Truvestments Capital Llc 0 −100,00 0
2025-08-14 13F Two Sigma Advisers, Lp 92 200 −28,42 3 962 −28,02
2025-08-13 13F MetLife Investment Management, LLC 24 610 −0,18 1 057 0,38
2025-08-12 13F Corebridge Financial, Inc. 0 −100,00 0
2025-05-16 13F Dynamic Technology Lab Private Ltd 0 −100,00 0
2025-08-11 13F Citigroup Inc 45 500 −31,97 1 955 −31,57
2025-08-11 13F Vanguard Group Inc 4 929 640 −0,03 211 827 0,54
Other Listings
DE:HM9 38,60 €
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