MGEE / MGE Energy, Inc. - Institutionellt ägande - Säljare

MGE Energy, Inc.
US ˙ NasdaqGS ˙ US55277P1049

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
(%)
2025-08-01 13F Redmond Asset Management, LLC 3 749 −2,27 332 −7,02
2025-08-14 13F D. E. Shaw & Co., Inc. 7 766 −7,89 687 −12,39
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 237 478 −7,27 21 003 −11,78
2025-08-12 13F Corebridge Financial, Inc. 0 −100,00 0
2025-06-05 NP GTAPX - Quantitative U.S. Long/Short Equity Portfolio Short −4 940 −447
2025-08-14 13F Aster Capital Management (DIFC) Ltd 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 11 037 −14,15 998 −13,68
2025-08-14 13F Kovitz Investment Group Partners, LLC 5 558 −0,59 492 −5,39
2025-05-20 NP RIFBX - U.S. Small Cap Equity Fund 0 −100,00 0 −100,00
2025-05-05 13F 1st Source Bank 0 −100,00 0
2025-07-25 NP NMSAX - Columbia Small Cap Index Fund Class A 69 008 −5,53 6 233 −7,04
2025-07-15 13F Mather Group, Llc. 0 −100,00 0
2025-08-28 NP SDY - SPDR(R) S&P(R) Dividend 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 407 367 −6,48 36 028 −11,03
2025-05-20 NP RIFAX - U.S. Strategic Equity Fund 0 −100,00 0 −100,00
2025-08-11 13F Landaas & Co /wi /adv 3 166 −10,39 280 −14,63
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 1 059 −1,67 96 −1,04
2025-04-25 13F EnRich Financial Partners LLC 0 −100,00 0
2025-08-13 13F Victory Capital Management Inc 761 733 −6,59 67 368 −11,13
2025-07-14 13F GAMMA Investing LLC 4 596 −6,36 406 −10,96
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 0 −100,00 0 −100,00
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 895 167 −1,80 79 169 −6,57
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 7 004 −18,14 619 −22,14
2025-06-23 NP PPNMX - SmallCap Growth Fund I R-3 1 564 −3,16 141 −2,76
2025-08-14 13F Bridgeway Capital Management Inc 0 −100,00 0
2025-08-26 NP BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 14 061 −4,08 1 244 −8,74
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 27 963 −1,64 2 526 −3,22
2025-07-25 13F Allspring Global Investments Holdings, LLC 0 −100,00 0
2025-08-13 13F Northwestern Mutual Wealth Management Co 8 607 −6,08 761 −10,58
2025-08-14 13F Millennium Management Llc 13 790 −44,83 1 220 −47,52
2025-07-28 NP UWM - ProShares Ultra Russell2000 3 637 −18,74 328 −20,00
2025-06-17 NP MMSMX - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 13 475 −3,06 1 218 −2,40
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 652 −20,78 58 −25,00
2025-08-06 13F Golden State Wealth Management, LLC 0 −100,00 0 −100,00
2025-05-15 13F Twinbeech Capital Lp 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 131 623 −6,01 11 641 −10,59
2025-08-12 13F Jpmorgan Chase & Co 56 801 −35,26 5 023 −38,41
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 112 409 −2,59 9 941 −7,33
2025-05-22 NP MXLSX - Great-West Loomis Sayles Small Cap Value Fund Investor Class 0 −100,00 0 −100,00
2025-07-11 13F UMA Financial Services, Inc. 0 −100,00 0
2025-06-25 NP DISSX - BNY Mellon Smallcap Stock Index Fund Investor Shares 24 409 −13,04 2 207 −12,46
2025-07-31 13F Nisa Investment Advisors, Llc 2 422 −3,43 214 −8,15
2025-08-14 13F Jain Global LLC 0 −100,00 0
2025-07-25 13F Cwm, Llc 11 698 −1,77 1 0,00
2025-08-12 13F BlackRock, Inc. 5 683 819 −1,28 502 677 −6,08
2025-08-12 13F Coldstream Capital Management Inc 0 −100,00 0
2025-08-15 13F United Services Automobile Association 0 −100,00 0
2025-08-14 13F Great Valley Advisor Group, Inc. 16 329 −3,42 1 444 −8,08
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio 11 858 −60,83 1 049 −62,74
2025-08-21 NP MXISX - Great-West S&P Small Cap 600 Index Fund Investor Class 27 094 −2,64 2 396 −7,35
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 13 839 −4,68 1 250 −6,23
2025-07-16 13F MBE Wealth Management, LLC 8 474 −1,24 749 −6,02
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 5 510 −6,10 487 −10,64
2025-04-15 13F Paladin Advisory Group, LLC 0 −100,00 0
2025-08-07 13F Campbell & CO Investment Adviser LLC 0 −100,00 0
2025-08-08 13F KBC Group NV 1 204 −23,56 0
2025-08-14 13F Jane Street Group, Llc 35 809 −52,26 3 167 −54,59
2025-05-14 13F Guggenheim Capital Llc 0 −100,00 0
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 191 446 −12,14 17 311 −11,59
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 156 638 −18,93 13 853 −22,87
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 40 044 −12,45 3 621 −11,90
2025-08-13 13F Jump Financial, LLC 0 −100,00 0
2025-08-14 13F UBS Group AG 162 684 −13,85 14 388 −18,04
2025-08-14 13F Silvercrest Asset Management Group Llc 302 317 −6,49 26 737 −11,04
2025-08-26 NP NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 6 125 −5,55 542 −10,13
2025-08-07 13F Teachers Retirement System Of The State Of Kentucky 11 739 −7,46 1 0,00
2025-04-18 NP AVSC - Avantis U.S. Small Cap 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 4 486 −38,68 412 −46,06
2025-08-14 13F Bank Of America Corp /de/ 58 431 −18,75 5 168 −22,71
2025-08-04 13F Creative Financial Designs Inc /adv 7 086 −1,79 627 −6,57
2025-07-31 13F Quest Partners LLC 8 641 −44,95 764 −47,64
2025-08-29 NP Gabelli Utility Trust 56 400 −0,53 4 988 −5,35
2025-08-14 13F Goldman Sachs Group Inc 173 218 −14,09 15 319 −18,27
2025-07-16 13F Kerntke Otto McGlone Wealth Management Group 2 615 −3,40 231 −7,97
2025-08-14 13F Cibc World Markets Corp 4 550 −43,76 402 −46,54
2025-08-29 NP JAEQX - Small Company Value Trust NAV 2 346 −64,33 207 −66,12
2025-06-23 NP PSSMX - SmallCap S&P 600 Index Fund R-3 35 169 −5,22 3 180 −4,62
2025-06-18 NP REBYX - U.S. Small Cap Equity Fund Class Y 0 −100,00 0 −100,00
2025-08-26 NP FVD - First Trust Value Line Dividend Index 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 421 616 −43,06 37 288 −36,03
2025-07-15 13F Fifth Third Bancorp 111 −4,31 10 −10,00
2025-08-14 13F Two Sigma Advisers, Lp 11 800 −41,00 1 044 −43,89
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 1 335 −4,64 118 −9,23
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 2 661 −1,77 240 −3,23
2025-06-18 NP REUYX - Sustainable Equity Fund Class Y 0 −100,00 0 −100,00
2025-06-18 NP RSEAX - U.S. Strategic Equity Fund Class A 0 −100,00 0 −100,00
2025-08-11 13F HighTower Advisors, LLC 5 577 −2,87 493 −7,50
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 5 478 −8,75 495 −10,18
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 6 206 −2,10 549 −6,96
2025-06-24 NP JPSE - JPMorgan Diversified Return U.S. Small Cap Equity ETF 14 842 −7,44 1 342 −6,81
2025-08-13 13F Gabelli Funds Llc 272 800 −0,40 24 126 −5,24
2025-08-15 13F CI Private Wealth, LLC 3 184 −0,59 282 −5,39
2025-05-16 13F Great Lakes Advisors, Llc 0 −100,00 0
2025-07-16 13F Virginia Retirement Systems Et Al 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 12 071 −9,04 1 068 −13,46
2025-08-08 13F Pnc Financial Services Group, Inc. 4 523 −1,59 400 −6,32
2025-08-08 13F Principal Financial Group Inc 195 150 −0,53 17 259 −5,36
2025-08-11 13F Principal Securities, Inc. 139 −24,04 12 −29,41
2025-06-26 NP USMIX - Extended Market Index Fund 4 381 −1,53 396 −0,75
2025-05-06 13F Y-Intercept (Hong Kong) Ltd 0 −100,00 0
2025-07-10 13F Global Financial Private Client, LLC 0 −100,00 0
2025-08-14 13F Graham Capital Management, L.P. 7 211 −54,82 638 −57,05
2025-04-10 13F Sugar Maple Asset Management, LLC 0 −100,00 0
2025-07-28 NP URTY - ProShares UltraPro Russell2000 2 666 −28,45 241 −29,62
2025-08-11 13F Martingale Asset Management L P 20 390 −0,52 1 803 −5,35
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 617 −3,14 56 −5,17
2025-08-12 13F Virtu Financial LLC 4 630 −20,02 0
2025-08-11 13F Citigroup Inc 53 154 −2,23 4 701 −7,00
2025-08-28 NP VYSVX - Vericimetry U.S. Small Cap Value Fund 1 324 −19,46 117 −23,03
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 309 770 −1,38 27 396 −6,17
2025-08-13 13F Isthmus Partners, Llc 0 −100,00 0
2025-08-11 13F Public Employees Retirement Association Of Colorado 4 353 −22,02 0
2025-08-12 13F Dimensional Fund Advisors Lp 723 339 −2,23 63 972 −6,98
2025-08-25 NP MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 4 731 −10,28 418 −14,69
2025-08-29 NP DTD - WisdomTree U.S. Total Dividend Fund N/A 2 474 −4,70 219 −9,54
2025-08-06 13F SOUTH STATE Corp 0 −100,00 0
2025-08-14 13F Susquehanna International Group, Llp 45 656 −14,02 4 038 −18,21
2025-07-30 NP SMCIX - S&P SmallCap Index Fund Direct Shares 1 345 −4,75 121 −6,20
2025-08-14 13F SummitTX Capital, L.P. 2 799 −41,77 248 −44,62
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 −100,00 0
2025-08-27 13F/A Squarepoint Ops LLC 31 523 −18,08 2 788 −22,09
2025-04-25 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 100 −83,33 9 −85,48
2025-07-24 13F Ronald Blue Trust, Inc. 664 −5,14 59 −10,77
2025-08-14 13F Schonfeld Strategic Advisors LLC 0 −100,00 0
2025-08-11 13F Poehling Capital Management, LLC 2 928 −32,69 259 −36,14
2025-07-10 13F Park Capital Management, LLC / WI 13 417 −0,03 1 187 −4,89
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 171 605 −1,50 15 499 −3,07
2025-05-27 NP Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 2 033 −0,68 189 −2,08
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 2 176 359 −2,74 192 477 −7,47
2025-08-14 13F Manufacturers Life Insurance Company, The 19 348 −3,93 1 711 −8,60
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 36 −10,00 3 0,00
2025-05-29 NP RSGGX - Victory RS Global Fund Class A 0 −100,00 0 −100,00
2025-08-25 NP MMBUX - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 596 −61,32 53 −63,64
2025-05-15 13F WPG Advisers, LLC 0 −100,00 0
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 6 499 −0,69 587 −2,33
2025-08-04 13F Keybank National Association/oh 3 505 −22,83 310 −26,78
2025-08-29 NP MMSCX - Praxis Small Cap Index Fund Class A 2 550 −47,10 226 −49,78
2025-08-07 13F Magellan Asset Management Ltd 21 613 −4,95 1 911 −9,56
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 571 163 −3,25 50 514 −7,96
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 1 000 −47,81 88 −50,56
2025-07-11 13F Farther Finance Advisors, LLC 1 727 −0,86 153 −5,59
2025-07-15 13F Public Employees Retirement System Of Ohio 355 −6,58 31 −11,43
2025-08-26 NP FTQI - First Trust Hedged BuyWrite Income 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 9 079 −72,06 803 −73,45
2025-05-28 NP HWVIX - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 0 −100,00 0 −100,00
2025-05-12 13F Benjamin Edwards Inc 0 −100,00 0
2025-05-15 13F Hrt Financial Lp 0 −100,00 0
2025-07-29 13F Mutual Of America Capital Management Llc 4 694 −10,98 415 −15,31
2025-05-15 13F Glenmede Trust Co Na 3 011 −0,63 280 −1,76
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 12 053 −2,49 1 066 −7,31
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 9 424 −0,74 833 −5,56
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 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 1 838 −60,22 166 −58,50
2025-08-14 13F Boston Private Wealth Llc 0 −100,00 0
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 136 866 −9,21 12 375 −8,63
2025-04-25 NP XSHD - Invesco S&P SmallCap High Dividend 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 0 −100,00 0 −100,00
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 199 497 −2,30 17 644 −7,05
2025-08-11 13F Independent Advisor Alliance 6 280 −0,21 555 −4,97
2025-08-13 13F Quadrant Capital Group Llc 3 226 −10,83 285 −15,18
2025-08-14 13F Occudo Quantitative Strategies Lp 11 493 −6,63 1 016 −11,11
2025-07-25 13F NorthRock Partners, LLC 11 169 −0,01 988 −4,91
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 81 738 −9,06 7 383 −10,51
2025-08-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 13 898 −11,23 1 229 −15,53
2025-04-22 13F Mendota Financial Group, LLC 0 −100,00 0
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 18 355 −3,01 1 623 −7,73
2025-08-29 NP GAUAX - The Gabelli Utilities Fund Class A 186 200 −0,43 16 468 −5,27
2025-08-14 13F/A Barclays Plc 266 798 −1,14 24 −8,00
2025-05-15 13F Two Sigma Securities, Llc 0 −100,00 0 −100,00
2025-06-23 NP SGPIX - Small-cap Growth Profund Investor Class 137 −1,44 12 0,00
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 205 272 −57,66 18 154 −59,72
2025-05-14 13F Hotchkis & Wiley Capital Management Llc 0 −100,00 0 −100,00
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 11 696 −1,95 1 034 −6,68
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 948 −1,25 86 −1,16
2025-07-16 13F Signaturefd, Llc 800 −1,84 71 −6,67
2025-07-15 13F SJS Investment Consulting Inc. 3 −40,00 0
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 952 −2,06 86 −4,49
2025-07-29 NP VUIAX - Vanguard Utilities 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 229 261 −0,64 20 707 −2,22
2025-08-14 13F Man Group plc 10 489 −55,63 928 −57,81
2025-07-11 13F Annex Advisory Services, LLC 3 245 −4,87 287 −9,78
2025-08-12 13F Charles Schwab Investment Management Inc 426 737 −0,14 37 741 −4,99
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 27 096 −6,99 2 447 −8,45
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 45 686 −3,90 4 131 −3,30
2025-07-28 NP SAA - ProShares Ultra SmallCap600 630 −15,55 57 −17,65
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 83 141 −8,61 7 353 −13,06
2025-05-15 13F Crestline Management, LP 0 −100,00 0
2025-06-26 NP JHSC - John Hancock Multifactor Small Cap ETF 7 359 −46,79 665 −27,48
2025-07-22 13F Gsa Capital Partners Llp 0 −100,00 0
2025-08-15 13F Great West Life Assurance Co /can/ 31 160 −2,30 3 0,00
2025-05-05 13F Allianz Asset Management GmbH 0 −100,00 0
2025-07-24 13F Jfs Wealth Advisors, Llc 19 −17,39 2 −50,00
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 1 561 −15,16 138 −19,30
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 13 651 −4,82 1 233 −6,38
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 913 740 −5,78 80 811 −10,36
2025-08-28 NP SSGSX - Victory Sycamore Small Company Opportunity Fund Class A 480 000 −12,73 42 451 −16,97
2025-08-14 13F Two Sigma Investments, Lp 28 727 −21,82 2 541 −25,62
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 129 −2,27 11 −8,33
2025-07-29 NP ISMD - Inspire Small/Mid Cap Impact ETF 3 815 −5,41 345 −7,03
2025-08-14 13F Quarry LP 0 −100,00 0
2025-05-14 13F Van Hulzen Asset Management, LLC 0 −100,00 0
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 98 −38,36 9 −42,86
2025-08-12 13F Deutsche Bank Ag\ 37 550 −9,45 3 321 −13,88
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 373 −29,89 34 −29,79
2025-08-11 13F Alps Advisors Inc 12 584 −0,71 1 113 −5,60
2025-07-25 13F Hemington Wealth Management 98 −26,87 0
2025-08-27 NP RYDEX VARIABLE TRUST - Utilities Fund Variable Annuity 396 −14,84 35 −18,60
2025-08-13 13F Cerity Partners LLC 4 685 −14,38 414 −18,50
2025-08-14 13F Susquehanna Fundamental Investments, Llc 3 175 −91,50 281 −91,93
2025-08-13 13F Northern Trust Corp 379 418 −3,80 33 556 −8,48
2025-06-25 NP BKSE - BNY Mellon US Small Cap Core Equity ETF 1 802 −19,77 163 −19,40
2025-08-14 13F T. Rowe Price Investment Management, Inc. 316 320 −63,19 28 −65,82
2025-07-29 13F Everence Capital Management Inc 2 550 −47,10 0
2025-08-13 13F Johnson Financial Group, Inc. 4 187 −10,67 370 −14,94
2025-07-22 13F Merit Financial Group, LLC 7 060 −0,47 624 −5,31
2025-05-29 NP CSA - VictoryShares US Small Cap Volatility Wtd ETF 805 −8,52 75 −9,76
2025-05-14 13F Hsbc Holdings Plc 0 −100,00 0
2025-08-14 13F Stifel Financial Corp 4 328 −1,23 383 −6,14
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 193 437 −3,26 17 491 −2,65
2025-05-02 13F Jacobson & Schmitt Advisors, Llc 0 −100,00 0
2025-05-15 13F Alpine Global Management, LLC 0 −100,00 0 −100,00
2025-08-12 13F Swiss National Bank 69 750 −0,57 6 169 −5,41
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 79 202 −1,87 7 005 −6,64
2025-08-08 13F Intech Investment Management Llc 16 897 −18,67 1 494 −22,63
2025-08-01 13F Envestnet Asset Management Inc 3 476 −2,93 307 −7,53
2025-06-23 NP SVPIX - Small-cap Value Profund Investor Class 50 −13,79 5 −20,00
2025-08-14 13F Ameriprise Financial Inc 79 787 −5,81 7 056 −10,39
2025-04-23 13F Continuum Advisory, LLC 0 −100,00 0
2025-07-29 13F Goldstein Advisors, LLC 10 408 −20,23 920 −24,09
2025-07-25 13F Stephens Consulting, LLC 0 −100,00 0
2025-08-11 13F Hexagon Capital Partners LLC 0 −100,00 0
2025-07-23 13F Shell Asset Management Co 646 −9,90 0
2025-08-14 13F Balyasny Asset Management Llc 4 704 −69,46 416 −70,95
2025-06-18 NP GMRAX - Nationwide Small Cap Index Fund Class A 3 119 −2,13 282 −1,40
2025-05-09 13F CoreCap Advisors, LLC 0 −100,00 0
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 20 241 −6,75 1 790 −11,25
2025-08-08 13F eCIO, Inc. 0 −100,00 0
2025-08-12 13F Nuveen, LLC 215 739 −4,09 19 080 −8,76
2025-05-05 13F Foundry Partners, LLC 0 −100,00 0
2025-04-28 13F Cannon Global Investment Management, LLC 0 −100,00 0
2025-05-15 13F Captrust Financial Advisors 0 −100,00 0
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 2 883 −15,01 255 −19,37
2025-08-29 NP EZM - WisdomTree U.S. MidCap Fund N/A 4 587 −1,23 406 −6,03
2025-07-25 13F JustInvest LLC 4 850 −7,16 429 −11,75
2025-06-26 NP DFVEX - U.s. Vector Equity 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 6 993 −28,38 632 −27,94
2025-08-26 NP FMGIX - Frontier MFG Core Infrastructure Fund Institutional Class 1 432 −31,52 127 −35,05
2025-04-15 13F Michael A. Dubis Financial Planning, LLC 0 −100,00 0
2025-05-06 13F Venturi Wealth Management, LLC 0 −100,00 0
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 2 927 −15,36 259 −19,63
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 19 207 −14,57 1 699 −18,76
2025-08-12 13F Jefferies Financial Group Inc. 0 −100,00 0
2025-08-14 13F State Of Wisconsin Investment Board 31 195 −10,17 2 759 −14,56
2025-07-16 13F FORM Wealth Advisors, LLC 8 537 −1,68 755 −6,44
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 122 433 −1,53 11 058 −3,09
2025-08-27 NP JNL SERIES TRUST - JNL Small Cap Index Fund (I) 62 430 −1,41 5 521 −6,20
2025-08-13 13F Baird Financial Group, Inc. 5 642 −5,62 499 −10,27
2025-05-06 13F Avantax Advisory Services, Inc. 0 −100,00 0
2025-08-27 NP VBINX - Vanguard Balanced 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 21 147 −4,49 1 870 −9,14
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 1 616 −93,49 146 −93,45
2025-08-13 13F Russell Investments Group, Ltd. 12 705 −2,11 1 124 −6,88
2025-08-14 13F State Street Corp 1 946 365 −0,89 172 137 −5,71
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 8 096 −12,55 731 −13,90
2025-08-05 13F Huntington National Bank 379 −15,78 34 −19,51
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