Office Machines, Not Elsewhere Classified - Latest Institutional Ownership Updates

This table shows recent investment for the industry. A lot of people consider institutional money to be "smart money" since they tend to be well-informed and have dedicated research teams. So, tracking the filings of institutions can be considered a proxy for institutional sentiment. If you see a number of institutions accumulating shares, for example, that might be considered a positive signal.

File Date Form Target Company Investor Prior Shares Current Shares Change
(Percent)
2025-09-04 13F-HR/A PBI / Pitney Bowes Advisor Group Holdings, Inc. 102,988 100,066 -2.84
2025-08-29 NPORT-P PBI / Pitney Bowes JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV 31,473 35,048 11.36
2025-08-29 NPORT-P PBI / Pitney Bowes JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV 14,376
2025-08-29 NPORT-P PBI / Pitney Bowes WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A 45,000 45,000 0.00
2025-08-29 NPORT-P PBI / Pitney Bowes Gabelli Equity Trust Inc 10,000 10,000 0.00
2025-08-29 NPORT-P PBI / Pitney Bowes OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF 21,504 21,352 -0.71
2025-08-29 NPORT-P PBI / Pitney Bowes JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV 2,889 3,085 6.78
2025-08-29 NPORT-P PBI / Pitney Bowes EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A 57,736 56,256 -2.56
2025-08-29 NPORT-P PBI / Pitney Bowes DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A 498,509 515,912 3.49
2025-08-29 NPORT-P PBI / Pitney Bowes DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A 16,956 16,809 -0.87
2025-08-29 NPORT-P PBI / Pitney Bowes MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A 13,600 13,600 0.00
2025-08-29 NPORT-P PBI / Pitney Bowes FTMSX - Capitol Series Trust - Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares 35,700 35,700 0.00
2025-08-29 NPORT-P PBI.PRB / Pitney Bowes Inc. - Preferred Security SOAIX - SPIRIT OF AMERICA INVESTMENT FUND INC - Spirit of America Income Fund Class A 5,700 5,700 0.00
2025-08-29 NPORT-P PBI / Pitney Bowes JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 23,342 27,126 16.21
2025-08-28 NPORT-P PBI / Pitney Bowes BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 15,420 15,420 0.00
2025-08-28 NPORT-P PBI / Pitney Bowes IWN - iSHARES TRUST - iShares Russell 2000 Value ETF 769,990 769,990 0.00
2025-08-28 NPORT-P PBI / Pitney Bowes NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund 11,792 11,792 0.00
2025-08-28 NPORT-P PBI / Pitney Bowes CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares 43,856 37,929 -13.51
2025-08-28 NPORT-P PBI.PRB / Pitney Bowes Inc. - Preferred Security PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares 164,560 194,238 18.03
2025-08-28 NPORT-P PBI / Pitney Bowes DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class 6,212 3,204 -48.42
2025-08-28 NPORT-P PBI / Pitney Bowes MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF 797 753 -5.52
2025-08-28 NPORT-P PBI / Pitney Bowes SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I 99,181 48,904 -50.69
2025-08-28 NPORT-P PBI / Pitney Bowes SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K 978 978 0.00
2025-08-28 NPORT-P PBI.PRB / Pitney Bowes Inc. - Preferred Security IPPP - Listed Funds Trust - Preferred-Plus ETF 3,940 3,940 0.00
2025-08-28 NPORT-P PBI / Pitney Bowes IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 532,758 6,136 -98.85
2025-08-28 NPORT-P PBI / Pitney Bowes SAGP - Advisors' Inner Circle Fund III - STRATEGAS GLOBAL POLICY OPPORTUNITIES ETF 8,438 9,792 16.05
2025-08-28 NPORT-P PBI / Pitney Bowes ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF 1,339 1,222 -8.74
2025-08-28 NPORT-P PBI / Pitney Bowes SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF 31,376 31,926 1.75
2025-08-28 NPORT-P PBI / Pitney Bowes IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 6,136 115,203 1,777.49
2025-08-28 NPORT-P PBI / Pitney Bowes IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF 420,380 420,380 0.00
2025-08-28 NPORT-P PBI / Pitney Bowes SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF 390,042 360,173 -7.66
2025-08-28 NPORT-P PBI / Pitney Bowes IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF 115,203 532,758 362.45
2025-08-28 NPORT-P PBI / Pitney Bowes WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class 1,050 1,050 0.00
2025-08-28 NPORT-P PBI / Pitney Bowes SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 3,499 5,026 43.64
2025-08-28 NPORT-P PBI / Pitney Bowes TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 4,226 4,226 0.00
2025-08-28 NPORT-P PBI / Pitney Bowes TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF 22,296 38,494 72.65
2025-08-28 NPORT-P PBI / Pitney Bowes SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF 1,363,392 1,344,253 -1.40
2025-08-28 NPORT-P PBI / Pitney Bowes CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A 347,443 395,377 13.80
2025-08-28 NPORT-P PBI / Pitney Bowes HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF 3,796 3,555 -6.35
2025-08-28 NPORT-P PBI / Pitney Bowes SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio 59,264 53,464 -9.79
2025-08-28 NPORT-P PBI / Pitney Bowes DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 9,210 5,300 -42.45
2025-08-28 NPORT-P PBI / Pitney Bowes VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF 6,831 2,796 -59.07
2025-08-28 NPORT-P PBI / Pitney Bowes SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF 498,826 476,258 -4.52
2025-08-28 NPORT-P PBI / Pitney Bowes IWM - iSHARES TRUST - iShares Russell 2000 ETF 2,824,683 2,824,683 0.00
2025-08-27 NPORT-P PBI / Pitney Bowes THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 32,951 1,545 -95.31
2025-08-27 NPORT-P PBI / Pitney Bowes RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H 228 258 13.16
2025-08-27 NPORT-P PBI / Pitney Bowes THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 116,113 115,952 -0.14
2025-08-27 NPORT-P PBI / Pitney Bowes RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares 818 936 14.43
2025-08-27 NPORT-P PBI / Pitney Bowes JNL SERIES TRUST - JNL Small Cap Index Fund (I) 272,879 272,879 0.00
2025-08-27 NPORT-P PBI / Pitney Bowes VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 346,371 346,371 0.00
2025-08-27 NPORT-P PBI / Pitney Bowes PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 22,500 22,500 0.00
2025-08-27 NPORT-P PBI / Pitney Bowes VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares 861,714 811,760 -5.80
2025-08-27 NPORT-P PBI / Pitney Bowes ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 4,238 4,712 11.18
2025-08-27 NPORT-P PBI / Pitney Bowes RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A 381 430 12.86
2025-08-27 NPORT-P PBI / Pitney Bowes Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 57,798 66,094 14.35
2025-08-27 NPORT-P PBI / Pitney Bowes THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 8,832 391 -95.57
2025-08-27 NPORT-P PBI / Pitney Bowes THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 6,347 492 -92.25
2025-08-27 NPORT-P PBI / Pitney Bowes VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares 81,963 81,963 0.00
2025-08-27 NPORT-P PBI / Pitney Bowes THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 47,491 1,617 -96.60
2025-08-27 13F-HR/A PBI / Pitney Bowes Squarepoint Ops LLC 18,900 0 -100.00
2025-08-27 13F-HR/A PBI / Pitney Bowes Squarepoint Ops LLC 398,568 566,511 42.14
2025-08-27 NPORT-P PBI / Pitney Bowes BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund 37,593 37,593 0.00
2025-08-27 NPORT-P PBI / Pitney Bowes NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares 4,099,965 4,000,199 -2.43
2025-08-27 NPORT-P PBI / Pitney Bowes SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 5,103 0 -100.00
2025-08-27 NPORT-P PBI / Pitney Bowes Advanced Series Trust - Ast Small-cap Growth Portfolio 9,888
2025-08-27 13F-HR/A PBI / Pitney Bowes Squarepoint Ops LLC 776,919 398,568 -48.70
2025-08-27 13F-HR/A PBI / Pitney Bowes Squarepoint Ops LLC 30,800 0 -100.00
2025-08-27 NPORT-P PBI / Pitney Bowes VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares 1,026,368 1,026,368 0.00
2025-08-27 NPORT-P PBI / Pitney Bowes VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares 5,386,281 5,407,539 0.39
2025-08-27 NPORT-P PBI / Pitney Bowes BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund 9,266 9,266 0.00
2025-08-27 NPORT-P PBI / Pitney Bowes RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 43 49 13.95
2025-08-27 NPORT-P PBI / Pitney Bowes Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 117,700 117,700 0.00
2025-08-27 NPORT-P PBI / Pitney Bowes PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 140,925 140,925 0.00
2025-08-27 NPORT-P PBI / Pitney Bowes VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares 301,892 309,224 2.43
2025-08-27 13F-HR/A PBI / Pitney Bowes Squarepoint Ops LLC 90,600 30,800 -66.00
2025-08-27 NPORT-P PBI / Pitney Bowes SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 38,110 38,110 0.00
2025-08-27 NPORT-P PBI / Pitney Bowes JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 17,542 19,270 9.85
2025-08-27 NPORT-P PBI / Pitney Bowes VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares 395,347 492,706 24.63
2025-08-27 NPORT-P PBI / Pitney Bowes VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 103,700 103,700 0.00
2025-08-27 NPORT-P PBI / Pitney Bowes VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares 2,458,764 2,438,328 -0.83
2025-08-27 NPORT-P PBI / Pitney Bowes VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares 2,660,234 2,549,729 -4.15
2025-08-27 NPORT-P PBI / Pitney Bowes THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 7,706 570 -92.60
2025-08-27 NPORT-P PBI / Pitney Bowes OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 1,440 1,440 0.00
2025-08-27 NPORT-P PBI / Pitney Bowes ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 51,793 51,275 -1.00
2025-08-26 NPORT-P PBI / Pitney Bowes Profunds - Profund Vp Small-cap 370 420 13.51
2025-08-26 NPORT-P PBI / Pitney Bowes JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF 51,983 53,746 3.39
2025-08-26 NPORT-P PBI / Pitney Bowes NSIDX - Northern Funds - Northern Small Cap Index Fund 75,966 84,965 11.85
2025-08-26 NPORT-P PBI / Pitney Bowes NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 22,313 21,077 -5.54
2025-08-26 NPORT-P PBI / Pitney Bowes EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 6,063 6,063 0.00
2025-08-26 NPORT-P PBI / Pitney Bowes EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 12,931 12,931 0.00
2025-08-26 NPORT-P PBI / Pitney Bowes BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 64,460 62,284 -3.38
2025-08-26 NPORT-P PBI / Pitney Bowes EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 191,239 191,239 0.00
2025-08-26 NPORT-P PBI / Pitney Bowes IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF 852,762 797,245 -6.51
2025-08-26 NPORT-P PBI / Pitney Bowes VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio 10,902 12,845 17.82
2025-08-26 NPORT-P PBI / Pitney Bowes IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I 44,638 21,600 -51.61
2025-08-26 NPORT-P PBI / Pitney Bowes TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund 13,770 17,204 24.94
2025-08-26 NPORT-P PBI / Pitney Bowes GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 1,888 4,056 114.83
2025-08-26 NPORT-P PBI / Pitney Bowes PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc. 1,149,365
2025-08-26 NPORT-P PBI / Pitney Bowes EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 53,510 55,698 4.09
2025-08-26 NPORT-P PBI / Pitney Bowes EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 92,900 92,900 0.00
2025-08-26 NPORT-P PBI / Pitney Bowes Profunds - Profund Vp Small-cap Value 1,827 1,826 -0.05
2025-08-26 NPORT-P PBI / Pitney Bowes EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 6,455 6,455 0.00
2025-08-26 NPORT-P PBI / Pitney Bowes PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares 135,000 131,800 -2.37
2025-08-26 NPORT-P PBI / Pitney Bowes TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund 2,896 2,896 0.00
2025-08-26 NPORT-P PBI / Pitney Bowes EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB 264,000 264,000 0.00
2025-08-26 NPORT-P PBI / Pitney Bowes Profunds - Profund Vp Ultrasmall-cap 593 641 8.09
2025-08-26 NPORT-P PBI / Pitney Bowes QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 201,004 201,004 0.00
2025-08-26 NPORT-P PBI / Pitney Bowes XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF 9,798 9,798 0.00
2025-08-26 NPORT-P PBI / Pitney Bowes Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF 1,638
2025-08-26 NPORT-P PBI / Pitney Bowes IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV 32,867 37,234 13.29
2025-08-26 13F-HR/A PBI / Pitney Bowes Thrivent Financial For Lutherans 116,113 120,771 4.01
2025-08-26 NPORT-P PBI / Pitney Bowes POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund 44,000 26,669 -39.39
2025-08-26 13F-HR/A PBI / Pitney Bowes Thrivent Financial For Lutherans 122,188 116,113 -4.97
2025-08-26 NPORT-P PBI / Pitney Bowes EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 64,600 64,600 0.00
2025-08-26 NPORT-P PBI / Pitney Bowes Profunds - Profund Vp Small-cap Growth 1,667 1,699 1.92
2025-08-26 NPORT-P PBI / Pitney Bowes PENN SERIES FUNDS INC - Small Cap Index Fund 5,000 5,600 12.00
2025-08-26 NPORT-P PBI / Pitney Bowes IWV - iSHARES TRUST - iShares Russell 3000 ETF 49 49 0.00
2025-08-26 NPORT-P PBI / Pitney Bowes IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF 8,028,112 8,028,112 0.00
2025-08-26 NPORT-P PBI / Pitney Bowes PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund 30,332 27,032 -10.88
2025-08-26 NPORT-P PBI / Pitney Bowes EHLS - Tidal Trust II - Even Herd Long Short ETF 26,103 75,771 190.28
2025-08-26 NPORT-P PBI.PRB / Pitney Bowes Inc. - Preferred Security PFF - iSHARES TRUST - iShares Preferred and Income Securities ETF 1,466,369 1,346,860 -8.15
2025-08-25 NPORT-P PBI / Pitney Bowes GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class 12,538 16,859 34.46
2025-08-25 NPORT-P PBI / Pitney Bowes QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund 8,928 8,928 0.00
2025-08-25 NPORT-P PBI / Pitney Bowes MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 3,283
2025-08-25 NPORT-P PBI / Pitney Bowes Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 15,725 18,743 19.19
2025-08-25 NPORT-P PBI / Pitney Bowes MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 23,020 20,419 -11.30
2025-08-25 NPORT-P PBI / Pitney Bowes GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class 4,825 7,440 54.20
2025-08-25 NPORT-P PBI / Pitney Bowes GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class 22,963 63,956 178.52
2025-08-25 NPORT-P PBI / Pitney Bowes MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class 15,688 15,427 -1.66
2025-08-25 13F-HR/A PBI / Pitney Bowes Neuberger Berman Group LLC 15,410 17,598 14.20
2025-08-22 NPORT-P PBI / Pitney Bowes VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 7,935 8,244 3.89
2025-08-22 NPORT-P PBI / Pitney Bowes DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 24,747 28,062 13.40
2025-08-22 NPORT-P PBI / Pitney Bowes FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF 448,164 389,491 -13.09
2025-08-22 NPORT-P PBI / Pitney Bowes VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 84,899 27,753 -67.31
2025-08-22 NPORT-P PBI / Pitney Bowes FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund 30,199 45,573 50.91
2025-08-22 NPORT-P PBI / Pitney Bowes Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 6,335 0 -100.00
2025-08-22 NPORT-P PBI / Pitney Bowes QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares 69,946 69,946 0.00
2025-08-22 NPORT-P PBI / Pitney Bowes VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 3,217 3,461 7.58
2025-08-22 NPORT-P PBI / Pitney Bowes FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund 124,378 126,429 1.65
2025-08-21 NPORT-P PBI.PRB / Pitney Bowes Inc. - Preferred Security PFXF - VanEck Vectors ETF Trust - VanEck Vectors Preferred Securities ex Financials ETF 583,540 520,419 -10.82
2025-08-21 NPORT-P PBI / Pitney Bowes MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class 120,897 115,663 -4.33
2025-08-20 NPORT-P PBI / Pitney Bowes NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 2,912 5,185 78.06
2025-08-20 NPORT-P PBI / Pitney Bowes ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I 25,919 25,919 0.00
2025-08-20 13F-HR/A PBI / Pitney Bowes Thompson Davis & Co., Inc. 13,683 22,044 61.11
2025-08-20 NPORT-P PBI / Pitney Bowes NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 17,361 17,361 0.00
2025-08-19 NPORT-P PBI / Pitney Bowes NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 54,281 55,896 2.98
2025-08-19 13F-HR PBI / Pitney Bowes State of Wyoming 28,413 42,596 49.92
2025-08-19 NPORT-P PBI / Pitney Bowes NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio 65,837
2025-08-19 13F-HR PBI / Pitney Bowes Advisory Services Network, LLC 70,393 51,741 -26.50
2025-08-19 NPORT-P PBI / Pitney Bowes RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 22,895 18,676 -18.43
2025-08-19 NPORT-P PBI / Pitney Bowes BUFBX - BUFFALO FUNDS - Buffalo Flexible Income Fund Investor Class 250,000 240,000 -4.00
2025-08-19 NPORT-P PBI / Pitney Bowes GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 4,412 10,674 141.93
2025-08-18 13F-HR/A PBI / Pitney Bowes National Bank Of Canada /fi/ 157,787 164,902 4.51
2025-08-18 NPORT-P PBI / Pitney Bowes PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 36,855 36,855 0.00
2025-08-18 13F-HR PBI / Pitney Bowes Wolverine Trading, Llc 18,622 11,625 -37.57
2025-08-18 13F-HR PBI / Pitney Bowes Wolverine Trading, Llc 191,100 127,800 -33.12
2025-08-18 13F-HR PBI / Pitney Bowes Wolverine Trading, Llc 43,100 42,800 -0.70
2025-08-18 NPORT-P PBI / Pitney Bowes PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 9,694 9,214 -4.95
2025-08-18 NPORT-P PBI / Pitney Bowes PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 2,384 1,651 -30.75
2025-08-18 NPORT-P PBI / Pitney Bowes PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 9,592 9,592 0.00
2025-08-15 13F-HR PBI / Pitney Bowes Caxton Associates Llp 187,479 11,573 -93.83
2025-08-15 13F-HR PBI / Pitney Bowes Morgan Stanley 3,628,749 3,582,047 -1.29
2025-08-15 13F-HR PBI / Pitney Bowes CI Private Wealth, LLC 0 18,371
2025-08-15 13F-HR PBI / Pitney Bowes Harvest Fund Management Co., Ltd 94,707 39,746 -58.03
2025-08-15 13F-HR PBI / Pitney Bowes Great West Life Assurance Co /can/ 188,422 222,756 18.22
2025-08-15 13F-HR PBI / Pitney Bowes Optimist Retirement Group LLC 31,080 34,424 10.76
2025-08-15 13F-HR PBI / Pitney Bowes Tower Research Capital LLC (TRC) 5,519 16,935 206.85
2025-08-15 NPORT-P PBI / Pitney Bowes PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF 160,898 172,414 7.16
2025-08-15 13F-HR PBI / Pitney Bowes State of Tennessee, Treasury Department 75,629 75,629 0.00
2025-08-15 13F-HR PBI / Pitney Bowes Kestra Advisory Services, LLC 91,694 117,290 27.91
2025-08-15 13F-HR PBI / Pitney Bowes United Services Automobile Association 10,312 0 -100.00
2025-08-14 13F-HR PBI / Pitney Bowes Prelude Capital Management, Llc 80,458 87,666 8.96
2025-08-14 13F-HR PBI / Pitney Bowes Susquehanna International Group, Llp 402,700 866,000 115.05
2025-08-14 13F-HR PBI / Pitney Bowes Gotham Asset Management, LLC 135,760 206,335 51.99
2025-08-14 13F-HR PBI / Pitney Bowes Ubs Asset Management Americas Inc 470,488 681,118 44.77
2025-08-14 13F-HR PBI / Pitney Bowes Systematic Alpha Investments, LLC 275,000 275,000 0.00
2025-08-14 13F-HR PBI / Pitney Bowes MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 97,424 100,614 3.27
2025-08-14 13F-HR PBI / Pitney Bowes Manufacturers Life Insurance Company, The 84,104 94,814 12.73
2025-08-14 13F-HR PBI / Pitney Bowes Alliancebernstein L.p. 176,563 179,783 1.82
2025-08-14 13F-HR PBI / Pitney Bowes Alyeska Investment Group, L.P. 1,218,990 0 -100.00
2025-08-14 13F-HR PBI / Pitney Bowes Janus Henderson Group Plc 76,432 76,432 0.00
2025-08-14 13F-HR PBI / Pitney Bowes Two Sigma Advisers, Lp 221,100 308,000 39.30
2025-08-14 13F-HR PBI / Pitney Bowes Jacobs Levy Equity Management, Inc 74,998 70,115 -6.51
2025-08-14 13F-HR PBI / Pitney Bowes Susquehanna International Group, Llp 546,200 426,400 -21.93
2025-08-14 13F-HR PBI / Pitney Bowes Oxford Asset Management Llp 16,944 0 -100.00
2025-08-14 13F-HR PBI / Pitney Bowes Squarepoint Ops LLC 0
2025-08-14 13F-HR PBI / Pitney Bowes Toroso Investments, LLC 29,733 82,068 176.02
2025-08-14 13F-HR PBI / Pitney Bowes Harvest Investment Services, LLC 161,381
2025-08-14 13F-HR PBI / Pitney Bowes Schonfeld Strategic Advisors LLC 180,000 0 -100.00
2025-08-14 13F-HR PBI / Pitney Bowes Jane Street Group, Llc 817,403 729,453 -10.76
2025-08-14 13F-HR PBI / Pitney Bowes Sherbrooke Park Advisers Llc 19,110 0 -100.00
2025-08-14 13F-HR PBI / Pitney Bowes Headlands Technologies LLC 240 494 105.83
2025-08-14 13F-HR PBI / Pitney Bowes Barnett & Company, Inc. 19,500 77,700 298.46
2025-08-14 13F-HR PBI / Pitney Bowes Fuller & Thaler Asset Management, Inc. 60,390 49,390 -18.21
2025-08-14 13F-HR PBI / Pitney Bowes Bnp Paribas Arbitrage, Sa 178,443 205,522 15.18
2025-08-14 13F-HR PBI / Pitney Bowes Balyasny Asset Management Llc 0 16,336
2025-08-14 13F-HR PBI / Pitney Bowes GWM Advisors LLC 236 236 0.00
2025-08-14 13F-HR PBI / Pitney Bowes Mercer Global Advisors Inc /adv 30,935 35,843 15.87
2025-08-14 13F-HR PBI / Pitney Bowes Aristeia Capital Llc 37,669 0 -100.00
2025-08-14 13F-HR PBI / Pitney Bowes Jane Street Group, Llc 67,000 13,900 -79.25
2025-08-14 NPORT-P PBI / Pitney Bowes FLSPX - Meeder Funds - SPECTRUM FUND Retail Class 4,290 4,290 0.00
2025-08-14 13F-HR PBI / Pitney Bowes Parallax Volatility Advisers, L.P. 400,000 400,000 0.00
2025-08-14 13F-HR PBI / Pitney Bowes Point72 (DIFC) Ltd 20,232 0 -100.00