KAI / Kadant Inc. - Institutionellt ägande - Säljare

Kadant Inc.
US ˙ NYSE ˙ US48282T1043

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 13F Mutual Of America Capital Management Llc 1 513 −11,57 480 −16,67
2025-08-12 13F Swiss National Bank 22 500 −1,32 7 143 −7,02
2025-08-14 13F Cibc World Markets Corp 1 452 −44,18 461 −47,49
2025-07-31 13F Asset Management One Co., Ltd. 319 −3,04 101 −8,18
2025-08-12 13F Dimensional Fund Advisors Lp 272 452 −8,40 86 488 −13,69
2025-08-14 13F Van Eck Associates Corp 473 −95,62 0 −100,00
2025-08-11 13F NewEdge Wealth, LLC 8 603 −6,97 2 801 −10,08
2025-08-14 13F Comerica Bank 26 921 −0,14 8 546 −5,91
2025-08-14 13F Manufacturers Life Insurance Company, The 6 145 −5,78 1 951 −11,24
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 18 554 −9,57 5 824 −24,20
2025-07-29 NP ESGV - Vanguard ESG U.S. Stock 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 2 490 −2,08 782 −17,96
2025-08-14 13F SummitTX Capital, L.P. 2 518 −50,19 799 −53,08
2025-08-26 NP PSGIX - Blackrock Advantage Small Cap Growth Fund Institutional 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 1 517 −42,52 482 −45,89
2025-08-01 13F Envestnet Asset Management Inc 35 499 −2,04 11 269 −7,69
2025-08-13 13F Capital International Investors 506 569 −8,23 160 810 −13,53
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 4 019 −1,66 1 262 −17,58
2025-08-20 NP WGROX - Wasatch Core Growth Fund Investor Class shares This fund is a listed as child fund of Wasatch Advisors 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 343 457 −3,75 109 030 −9,31
2025-07-24 13F IFP Advisors, Inc 175 −6,42 63 0,00
2025-08-07 13F Teachers Retirement System Of The State Of Kentucky 3 639 −7,05 1 0,00
2025-08-08 13F Creative Planning 3 811 −40,20 1 210 −43,69
2025-08-12 13F Coldstream Capital Management Inc 0 −100,00 0
2025-08-04 13F Assetmark, Inc 0 −100,00 0
2025-07-31 13F Lazard Freres Gestion S.A.S. 0 −100,00 0
2025-08-12 13F Segall Bryant & Hamill, Llc 33 617 −0,90 10 672 −6,63
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 0 −100,00 0
2025-08-08 13F SG Americas Securities, LLC 6 405 −28,56 2 −33,33
2025-08-06 13F Vestmark Advisory Solutions, Inc. 8 603 −53,74 2 731 −56,41
2025-05-05 13F Private Advisor Group, LLC 0 −100,00 0
2025-06-25 NP WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio 6 498 −2,30 1 917 −22,74
2025-08-08 13F KBC Group NV 405 −19,64 0
2025-08-14 13F Aqr Capital Management Llc 2 604 −5,75 827 −11,18
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 701 395 −3,37 222 658 −8,95
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 399 −35,44 127 −39,42
2025-08-25 NP QWVOX - Clearwater Small Companies Fund 400 −33,33 127 −37,62
2025-08-12 13F Deutsche Bank Ag\ 8 039 −13,61 2 552 −18,60
2025-08-13 13F Grantham, Mayo, Van Otterloo & Co. LLC 62 647 −9,57 19 887 −14,79
2025-07-15 13F Fifth Third Bancorp 288 −34,84 91 −38,51
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 4 785 −8,67 1 412 −27,75
2025-08-13 13F Townsquare Capital Llc 0 −100,00 0
2025-08-11 13F Principal Securities, Inc. 9 −43,75 3 −60,00
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 3 787 −1,02 1 202 −6,75
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 57 997 −5,21 18 411 −10,68
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 4 611 −10,41 1 360 −29,13
2025-06-26 NP DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 23 799 −0,76 7 021 −21,49
2025-08-05 13F GHP Investment Advisors, Inc. 13 430 −2,57 4 263 −8,18
2025-08-14 13F Paradigm Capital Management Inc/ny 31 500 −2,78 10 000 −8,39
2025-06-18 NP REUYX - Sustainable Equity Fund Class Y 0 −100,00 0 −100,00
2025-08-15 NP PENNX - Royce Pennsylvania Mutual Fund Investment Class 35 389 −1,80 11 234 −7,47
2025-06-18 NP REBYX - U.S. Small Cap Equity Fund Class Y 0 −100,00 0 −100,00
2025-05-30 NP JATTX - Janus Henderson Triton Fund Class T 86 771 −1,57 29 234 −3,87
2025-06-18 NP RSEAX - U.S. Strategic Equity Fund Class A 0 −100,00 0 −100,00
2025-08-14 13F Susquehanna Fundamental Investments, Llc 0 −100,00 0
2025-06-30 NP RIVSX - River Oak Discovery Fund 3 752 −13,79 1 107 −31,81
2025-08-14 13F PDT Partners, LLC 0 −100,00 0
2025-08-12 13F Nuveen, LLC 25 952 −16,80 8 238 −21,61
2025-07-11 13F Grove Bank & Trust 0 −100,00 0
2025-07-28 NP NBGNX - Neuberger Berman Genesis Fund Investor Class 310 571 −20,69 97 491 −33,52
2025-08-26 NP NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 1 393 −5,56 442 −10,89
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 22 793 −7,56 7 155 −22,52
2025-05-06 13F Venturi Wealth Management, LLC 0 −100,00 0 −100,00
2025-05-15 13F Dark Forest Capital Management Lp 0 −100,00 0
2025-07-31 13F Oppenheimer Asset Management Inc. 17 911 −3,96 5 686 −9,52
2025-08-08 13F Principal Financial Group Inc 58 421 −9,97 18 546 −15,18
2025-07-23 NP IMANX - Iman Fund Class K 4 000 −10,81 1 256 −32,20
2025-07-14 13F Opal Wealth Advisors, LLC 71 −20,22 23 −24,14
2025-08-13 13F Edgestream Partners, L.P. 0 −100,00 0 −100,00
2025-08-27 NP JNL SERIES TRUST - JNL Small Cap Index Fund (I) 20 108 −1,95 6 383 −7,61
2025-08-13 13F Invesco Ltd. 29 902 −61,25 9 492 −63,49
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 9 482 −24,48 3 010 −28,82
2025-07-25 NP NMSAX - Columbia Small Cap Index Fund Class A 22 384 −5,54 7 027 −20,82
2025-08-27 NP Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A 27 367 −11,41 8 688 −16,53
2025-07-24 13F Standard Life Aberdeen plc 48 055 −16,70 15 255 −21,51
2025-08-08 13F Intech Investment Management Llc 4 713 −26,83 1 496 −31,06
2025-08-13 13F Congress Wealth Management LLC / DE / 702 −1,82 223 −7,50
2025-07-09 13F Massmutual Trust Co Fsb/adv 6 −50,00 2 −75,00
2025-07-23 NP CFSLX - Column Small Cap Fund 735 −12,71 231 −26,98
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 41 −2,38 13 −7,14
2025-08-29 NP BIAUX - Brown Advisory Small-Cap Fundamental Value Fund Investor Shares 15 186 −9,66 4 821 −14,89
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 39 723 −1,51 12 469 −17,44
2025-08-12 13F TCTC Holdings, LLC 0 −100,00 0 −100,00
2025-06-20 NP JSML - Janus Henderson Small Cap Growth Alpha ETF 10 241 −27,93 3 021 −42,98
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 60 −1,64 20 −4,76
2025-05-15 13F Freestone Grove Partners LP 0 −100,00 0 −100,00
2025-08-11 13F Rothschild Investment Llc 17 −34,62 5 −37,50
2025-08-14 13F Vancity Investment Management Ltd 1 727 −5,06 1
2025-04-28 13F Fedenia Advisers LLC 0 −100,00 0 −100,00
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 1 914 −35,21 608 −38,99
2025-08-14 13F Twinbeech Capital Lp 0 −100,00 0
2025-07-15 13F Financial Management Professionals, Inc. 67 −62,15 21 −64,41
2025-07-08 13F Parallel Advisors, LLC 107 −6,96 34 −13,16
2025-08-14 13F Tudor Investment Corp Et Al 0 −100,00 0
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 736 −8,91 234 −14,34
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 291 819 −6,15 92 638 −11,57
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 14 921 −3,28 4 402 −23,49
2025-08-25 NP MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class 4 820 −10,96 1 530 −16,07
2025-08-01 13F Teacher Retirement System Of Texas 1 853 −10,31 588 −15,52
2025-08-12 13F Corebridge Financial, Inc. 0 −100,00 0 −100,00
2025-08-28 NP IWO - iShares Russell 2000 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 103 229 −1,00 32 770 −6,71
2025-08-12 13F Jpmorgan Chase & Co 41 321 −18,56 13 117 −23,26
2025-08-29 NP BIASX - Brown Advisory Small-Cap Growth Fund Investor Shares 29 916 −17,55 9 497 −22,31
2025-08-13 13F Northern Trust Corp 160 432 −3,03 50 929 −8,63
2025-07-16 13F Virginia Retirement Systems Et Al 0 −100,00 0
2025-08-13 NP FLSPX - SPECTRUM FUND Retail Class 0 −100,00 0 −100,00
2025-06-25 NP GSAOX - Goldman Sachs Small Cap Growth Insights Fund Class A 0 −100,00 0 −100,00
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 2 252 −13,88 715 −18,96
2025-08-25 NP PKSAX - Virtus KAR Small-Cap Core Fund Class A 238 690 −2,85 75 772 −8,46
2025-06-25 NP EKGAX - Wells Fargo Global Small Cap Fund (f/k/a Wells Fargo Global Opportunities Fund) Class A 2 008 −2,33 592 −22,72
2025-06-27 NP THMEX - CCT Thematic Equity Fund Institutional Shares 2 600 −27,76 767 −42,85
2025-07-29 13F TFC Financial Management 0 −100,00 0
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 0 −100,00 0 −100,00
2025-05-14 13F OMERS ADMINISTRATION Corp 0 −100,00 0 −100,00
2025-09-04 13F/A Advisor Group Holdings, Inc. 74 −48,25 24 −52,08
2025-04-29 NP JSTC - Adasina Social Justice All Cap Global ETF 0 −100,00 0 −100,00
2025-08-29 NP MMSCX - Praxis Small Cap Index Fund Class A 0 −100,00 0 −100,00
2025-08-12 13F Oak Associates Ltd /oh/ 3 227 −19,95 1 024 −24,59
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 53 472 −5,12 15 774 −24,94
2025-05-13 13F Versor Investments LP 0 −100,00 0
2025-07-14 13F GAMMA Investing LLC 162 −33,06 51 −37,04
2025-07-15 13F SJS Investment Consulting Inc. 1 −50,00 0
2025-08-12 13F Franklin Resources Inc 4 664 −9,52 1 481 −14,75
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 6 461 −7,50 2 051 −12,83
2025-08-27 NP OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 0 −100,00 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 3 890 −9,32 1 235 −14,60
2025-05-05 13F Eagle Bay Advisors LLC 0 −100,00 0
2025-08-14 13F Nebula Research & Development LLC 0 −100,00 0
2025-07-23 NP CFSSX - Column Small Cap Select Fund 4 214 −4,57 1 323 −20,02
2025-08-29 NP EZM - WisdomTree U.S. MidCap Fund N/A 1 167 −1,27 370 −7,04
2025-08-15 13F Great West Life Assurance Co /can/ 13 849 −0,25 4 0,00
2025-08-14 13F Select Equity Group, L.P. 44 649 −44,66 14 174 −47,86
2025-06-23 NP PPNMX - SmallCap Growth Fund I R-3 17 634 −0,23 5 202 −21,06
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 2 232 −0,71 709 −6,47
2025-08-14 13F West Coast Financial LLC 0 −100,00 0
2025-07-28 NP URTY - ProShares UltraPro Russell2000 857 −28,52 269 −40,09
2025-08-14 13F Citadel Advisors Llc Put 0 −100,00 0
2025-08-01 13F Davy Global Fund Management Ltd 4 517 −1,70 1 434 −7,43
2025-08-26 NP Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Core Class II 3 707 −11,34 1 177 −16,48
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 199 −3,40 62 −19,48
2025-08-13 13F QSV Equity Investors LLC 3 639 −0,84 1 155 −6,55
2025-06-26 NP MSTQX - Morningstar U.S. Equity Fund 10 406 −2,71 3 070 −23,04
2025-07-17 13F V-Square Quantitative Management LLC 0 −100,00 0 −100,00
2025-04-17 13F Robertson Stephens Wealth Management, LLC 0 −100,00 0
2025-08-12 13F BlackRock, Inc. 1 767 651 −2,09 561 141 −7,75
2025-06-25 NP BKSE - BNY Mellon US Small Cap Core Equity ETF 584 −19,00 172 −35,82
2025-04-23 13F First Pacific Financial 0 −100,00 0
2025-05-15 13F Qube Research & Technologies Ltd 0 −100,00 0
2025-08-11 13F Hexagon Capital Partners LLC 0 −100,00 0
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 3 291 −0,84 1 045 −6,62
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 10 231 −4,96 3 212 −20,34
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 429 −4,03 136 −9,33
2025-07-17 13F Park Place Capital Corp 183 −3,17 60 −6,35
2025-05-14 13F Epoch Investment Partners, Inc. 0 −100,00 0 −100,00
2025-08-14 13F Jain Global LLC 0 −100,00 0
2025-08-25 NP SMCWX - SMALLCAP WORLD FUND INC Class A 800 350 −5,34 254 071 −10,81
2025-05-15 13F Crestline Management, LP 0 −100,00 0 −100,00
2025-08-29 NP BAFYX - Brown Advisory Sustainable Small-Cap Core Fund Institutional Shares 4 060 −4,18 1 289 −9,74
2025-08-26 NP BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 4 562 −4,22 1 448 −9,73
2025-07-10 13F Trust Point Inc. 1 248 −33,08 396 −36,94
2025-07-28 NP SAA - ProShares Ultra SmallCap600 204 −15,70 64 −28,89
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 3 830 −0,21 1 130 −21,10
2025-08-13 13F Baird Financial Group, Inc. 15 591 −8,15 4 949 −13,45
2025-08-04 13F Strs Ohio 600 −25,00 190 −29,37
2025-08-15 13F United Services Automobile Association 0 −100,00 0
2025-07-29 NP ISMD - Inspire Small/Mid Cap Impact ETF 1 052 −3,49 330 −19,12
2025-06-26 NP USMIX - Extended Market Index Fund 1 401 −2,16 413 −22,51
2025-08-27 NP JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A) 702 −2,50 223 −8,26
2025-06-27 NP BIVIX - Invenomic Fund Institutional Class shares Short −57 665 50,75 −17 011 19,27
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 14 165 −6,91 4 447 −21,97
2025-05-15 13F Icon Wealth Advisors, LLC 0 −100,00 0 −100,00
2025-07-18 13F Impact Capital Partners LLC 2 169 −1,45 689 −7,15
2025-08-12 13F O'shaughnessy Asset Management, Llc 1 149 −7,11 365 −12,50
2025-08-07 13F King Luther Capital Management Corp 4 727 −4,89 1 501 −10,39
2025-08-12 13F Ensign Peak Advisors, Inc 4 655 −4,12 1 478 −9,66
2025-08-14 13F Janus Henderson Group Plc 11 085 −91,79 3 516 −92,25
2025-08-14 13F Brevan Howard Capital Management LP 0 −100,00 0
2025-08-05 13F Bank Of Montreal /can/ 2 767 −6,87 878 −12,20
2025-04-22 13F Stonegate Investment Group, LLC 0 −100,00 0
2025-08-08 13F Larson Financial Group LLC 3 −66,67 1 −100,00
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 159 −48,71 50 −51,92
2025-08-13 13F Brown Advisory Inc 173 405 −6,66 55 047 −12,05
2025-08-20 NP WAGOX - Wasatch Global Opportunities Fund Investor Class shares This fund is a listed as child fund of Wasatch Advisors 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 8 464 −1,93 2 687 −7,60
2025-08-01 13F Zhang Financial LLC 0 −100,00 0
2025-08-13 13F Tejara Capital Ltd 0 −100,00 0
2025-08-11 13F Royce & Associates Lp 138 904 −6,89 44 095 −12,27
2025-08-13 13F Mirova 0 −100,00 0
2025-06-27 NP OTTRX - Otter Creek Long/Short Opportunity Fund Institutional Class Short −7 500 −2 212
2025-08-27 NP TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund Short −3 940 −14,35 −1 251 −19,30
2025-05-01 13F Bleakley Financial Group, LLC 0 −100,00 0 −100,00
2025-08-14 13F Wells Fargo & Company/mn 130 535 −3,01 41 438 −8,61
2025-08-12 13F XTX Topco Ltd 852 −58,46 270 −60,93
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 62 762 −3,02 18 515 −23,28
2025-07-28 13F Curated Wealth Partners LLC 1 992 −0,10 632 −5,81
2025-07-28 NP SMDV - ProShares Russell 2000 Dividend Growers ETF 18 519 −1,52 5 813 −17,45
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 288 393 −1,70 91 550 −7,38
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 103 515 −3,29 32 861 −8,87
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 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 1 424 −3,91 420 −23,91
2025-08-13 13F Pictet Asset Management Holding SA 46 894 −16,87 14 886 −21,68
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 63 451 −11,64 18 718 −30,10
2025-08-14 13F Alliancebernstein L.p. 13 257 −4,47 4 208 −9,99
2025-07-24 13F Us Bancorp \de\ 1 423 −9,82 452 −15,07
2025-08-27 NP IYSYX - Ivy Small Cap Core Fund Class Y 7 192 −1,41 2 283 −7,08
2025-05-08 13F Gsa Capital Partners Llp 0 −100,00 0
2025-08-15 NP Royce Value Trust Inc 25 525 −2,10 8 103 −7,75
2025-08-14 13F Goldman Sachs Group Inc 81 101 −8,48 25 746 −13,76
2025-06-27 NP PCSGX - PACE Small/Medium Co Growth Equity Investments Class P 8 852 −3,09 2 611 −23,34
2025-08-14 13F Erste Asset Management GmbH 22 080 −6,54 6 923 −12,79
2025-08-15 13F Captrust Financial Advisors 767 −6,58 243 −11,96
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 55 905 −1,26 17 549 −17,23
2025-05-15 13F Squarepoint Ops LLC 0 −100,00 0
2025-08-27 NP VTMSX - Vanguard Tax-Managed Small-Cap Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 73 681 −6,55 23 390 −11,94
2025-08-07 13F ProShare Advisors LLC 21 405 −0,82 6 795 −6,53
2025-05-12 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 −100,00 0 −100,00
2025-05-20 NP RIFBX - U.S. Small Cap Equity Fund 0 −100,00 0 −100,00
2025-07-18 13F Mountain Pacific Investment Advisers Inc/id 56 329 −0,23 17 882 −5,99
2025-05-20 NP RIFAX - U.S. Strategic Equity Fund 0 −100,00 0 −100,00
2025-05-13 13F Heck Capital Advisors, LLC 0 −100,00 0 −100,00
2025-08-14 13F Engineers Gate Manager LP 0 −100,00 0
2025-07-25 13F Apollon Wealth Management, LLC 1 646 −8,30 523 −13,58
2025-08-12 13F Ci Investments Inc. 38 −26,92 0
2025-05-29 NP CSA - VictoryShares US Small Cap Volatility Wtd ETF 140 −38,60 47 −39,74
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 119 −30,41 35 −44,44
2025-07-15 13F Riverbridge Partners Llc 215 690 −12,74 68 471 −17,78
2025-05-22 NP IJSIX - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 1 284 −23,98 433 −25,77
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 93 −21,85
2025-08-14 13F State Of Wisconsin Investment Board 1 173 −3,77 372 −9,27
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 3 822 −2,85 1 213 −8,45
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 159 673 −2,96 50 688 −8,57
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 343 −6,54 101 −25,74
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 3 040 −15,23 897 −32,98
2025-08-13 13F M&t Bank Corp 980 −1,01 311 −6,61
2025-08-05 13F Carolinas Wealth Consulting Llc 0 −100,00 0 −100,00
2025-08-04 13F MeadowBrook Investment Advisors LLC 670 −3,18 213 −9,01
2025-08-13 13F Schroder Investment Management Group 0 −100,00 0
2025-05-28 NP JSCSX - JPMorgan U.S. Small Company Fund Class I 7 416 −4,98 2 499 −7,21
2025-06-26 NP FDSCX - Fidelity Stock Selector Small Cap 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 65 250 −11,04 19 249 −29,63
2025-08-14 13F Boston Private Wealth Llc 0 −100,00 0
2025-08-26 NP XJR - iShares ESG Screened S&P Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 923 −6,48 293 −11,75
2025-07-16 13F Highline Wealth Partners Llc 0 −100,00 0
2025-08-07 13F Illinois Municipal Retirement Fund 6 044 −5,62 1 919 −11,08
2025-08-11 13F HighTower Advisors, LLC 1 092 −14,08 347 −19,16
2025-05-29 NP CSF - VictoryShares US Discovery Enhanced Volatility Wtd ETF 178 −29,64 60 −32,18
2025-08-26 NP VKSGX - Virtus KAR Small-Mid Cap Value Fund Class R6 563 −8,01 179 −13,59
2025-08-27 NP RYWAX - S&P SmallCap 600 Pure Growth Fund Class H 43 −10,42 14 −18,75
2025-05-05 13F Parkworth Wealth Management, Inc. 0 −100,00 0
2025-08-22 NP PVIVX - Paradigm Micro-Cap Fund 13 000 −6,47 4 127 −11,89
2025-08-14 13F Atom Investors LP 0 −100,00 0
2025-05-02 13F Concord Wealth Partners 0 −100,00 0 −100,00
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 100 404 −1,40 31 873 −7,09
2025-07-25 13F Cwm, Llc 52 −34,18 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 934 −1,68 293 −17,46
2025-08-13 13F Victory Capital Management Inc 3 432 −6,46 1 089 −11,89
2025-08-13 13F Quadrant Capital Group Llc 0 −100,00 0
2025-05-27 NP Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 1 528 −0,65 515 −3,02
2025-05-07 13F Inspire Advisors, LLC 0 −100,00 0
2025-07-15 13F Mather Group, Llc. 0 −100,00 0
2025-08-14 13F Verition Fund Management LLC 854 −36,51 271 −40,18
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 2 741 −6,32 860 −21,46
2025-08-14 13F Raymond James Financial Inc 114 552 −0,78 36 365 −6,51
2025-05-14 13F Campbell & CO Investment Adviser LLC 0 −100,00 0
2025-08-21 NP MXISX - Great-West S&P Small Cap 600 Index Fund Investor Class 8 716 −3,77 2 767 −9,34
2025-08-14 13F UBS Group AG 111 853 −36,13 35 508 −39,82
2025-08-13 13F First Trust Advisors Lp 10 516 −8,70 3 338 −13,97
2025-07-29 NP VINAX - Vanguard Industrials 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 12 204 −5,13 3 831 −20,49
2025-07-29 13F Chevy Chase Trust Holdings, Inc. 312 256 −29,49 99 126 −33,57
2025-08-15 13F CI Private Wealth, LLC 2 540 −42,73 806 −46,05
2025-08-13 13F F/M Investments LLC 10 032 −18,35 3 185 −23,07
2025-05-23 NP EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 700 −53,33 236 −54,55
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 1 307 431 −2,01 415 044 −7,67
2025-07-28 NP UWM - ProShares Ultra Russell2000 1 169 −18,76 367 −31,97
2025-08-14 NP BSGSX - Baird Small/Mid Cap Growth Fund Investor Class 9 616 −12,61 3 053 −17,67
2025-06-26 NP FSOPX - Fidelity Series Small Cap Opportunities Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 64 347 −10,19 18 982 −28,95
2025-04-28 13F Cannon Global Investment Management, LLC 0 −100,00 0 −100,00
2025-07-28 NP PSCI - Invesco S&P SmallCap Industrials 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 6 120 −40,86 1 921 −50,43
2025-06-26 NP SPEDX - Alger Dynamic Opportunities Fund Class A 0 −100,00 0 −100,00
2025-08-14 13F Citadel Advisors Llc Call 0 −100,00 0
2025-08-14 13F Bares Capital Management, Inc. 0 −100,00 0
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 11 −15,38 3 −25,00
2025-07-11 13F Farther Finance Advisors, LLC 197 −69,92 63 −72,32
2025-08-13 13F Hsbc Holdings Plc 1 675 −70,69 524 −72,69
2025-07-14 13F AdvisorNet Financial, Inc 0 −100,00 0
2025-08-14 13F RMB Capital Management, LLC 61 622 −16,31 19 562 −21,15
2025-08-25 13F/A Neuberger Berman Group LLC 492 216 −11,34 156 254 −16,46
2025-07-10 13F Contravisory Investment Management, Inc. 0 −100,00 0
2025-07-14 13F Avanza Fonder AB 252 −14,86 80 −23,30
2025-08-14 13F Fmr Llc 147 090 −0,27 46 694 −6,03
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 390 −46,06 124 −49,38
2025-07-10 13F Global Financial Private Client, LLC 0 −100,00 0 −100,00
2025-08-14 13F Stifel Financial Corp 19 067 −2,74 6 053 −8,37
2025-08-14 13F Integrated Wealth Concepts LLC 0 −100,00 0
2025-08-15 NP RYPRX - Royce Premier Fund Investment Class 47 000 −17,54 14 920 −22,30
2025-07-31 13F Nisa Investment Advisors, Llc 2 829 −0,84 898 −6,56
2025-08-14 13F Jane Street Group, Llc 0 −100,00 0
2025-07-28 NP AVUS - Avantis U.S. Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 035 −3,69 639 −19,34
2025-07-25 NP PRDAX - Diversified Real Asset Fund Class A 859 −34,02 270 −44,76
2025-08-25 NP MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 1 524 −10,93 484 −16,15
2025-08-26 NP BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 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 152 −41,54 48 −44,83
2025-08-12 13F Pacer Advisors, Inc. 289 −63,14 92 −65,53
2025-08-06 13F Commonwealth Equity Services, Llc 0 −100,00 0
2025-08-14 13F Susquehanna International Group, Llp Call 0 −100,00 0
Other Listings
DE:KDA 262,00 €
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