46F - Regional Management Corp. Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham (DB)

Regional Management Corp.
DE ˙ DB ˙ US75902K1060
€ 37.00 ↑0.80 (2.21%)
2025-09-05
BAHAGING PRESYO
Mga Batayang Estadistika
Pemilik Institusional 286 total, 286 long only, 0 short only, 0 long/short - change of 0.35% MRQ
Harga Saham 37.00
Alokasi Portofolio Rata-rata 0.1170 % - change of 0.34% MRQ
Jumlah Saham Beredar shares (source: Capital IQ)
Saham Institusional (Jangka Panjang) 9,439,085 - 96.33% (ex 13D/G) - change of 0.09MM shares 0.93% MRQ
Nilai Institusional (Jangka Panjang) $ 250,998 USD ($1000)
Kepemilikan Institusional dan Pemegang Saham

Regional Management Corp. (DE:46F) memiliki 286 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 9,439,085 saham. Pemegang saham terbesar meliputi BlackRock, Inc., Forager Capital Management, LLC, Basswood Capital Management, L.l.c., Dimensional Fund Advisors Lp, Vanguard Group Inc, Lsv Asset Management, Tieton Capital Management, LLC, Wellington Management Group Llp, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, and IWM - iShares Russell 2000 ETF .

Struktur kepemilikan institusional Regional Management Corp. (DB:46F) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.

The share price as of September 5, 2025 is 37.00 / share. Previously, on September 6, 2024, the share price was 28.20 / share. This represents an increase of 31.21% over that period.

DE:46F / Regional Management Corp. Institutional Ownership
Skor Sentimen Dana

Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.

Frekuensi Pembaruan: Setiap Hari

Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.

Lihat Saham dengan Peringkat Tertinggi
Pengajuan 13F dan NPORT

Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.

Tingkatkan untuk membuka data premium dan mengekspor ke Excel .

Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)		 Saham Δ Saham
(%)		 Dilaporkan
Nilai
($1000)		 Nilai Δ
(%)		 Alokasi Port
(%)
2025-08-14 13F Bnp Paribas Arbitrage, Sa 1,429 -14.48 42 -18.00
2025-08-14 13F UBS Group AG 101,668 89.15 2,970 83.50
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 1,700 0.00 45 -22.81
2025-08-05 13F Bank of New York Mellon Corp 97,922 0.32 2,860 -2.69
2025-08-19 NP RIFBX - U.S. Small Cap Equity Fund 389 0.00 11 0.00
2025-08-26 NP NVSOX - Wells Fargo Disciplined Small Cap Fund Administrator Class 5,465 -8.96 160 -11.67
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 1,045 36.42 28 8.00
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 19,600 0.00 573 -3.05
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 8,756 9.57 256 6.25
2025-08-12 13F Coldstream Capital Management Inc 0 -100.00 0
2025-08-14 13F Jacobs Levy Equity Management, Inc 59,491 -2.54 1,738 -5.44
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 738 126.38 24 118.18
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 284 0.00 8 0.00
2025-07-24 NP BDSIX - BlackRock Advantage Small Cap Core Fund Institutional 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 120,656 0.00 3,191 -21.17
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 39,393 12.12 1,151 8.80
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 32 6.67 1
2025-08-14 13F Numerai GP LLC 0 -100.00 0
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 534 2.50 18 -5.56
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 2 0.00 0
2025-08-27 NP OASVX - Optimum Small-mid Cap Value Fund Class A 26,100 0.00 762 -2.93
2025-08-13 13F Jones Financial Companies Lllp 9 0.00 0
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 9,008 0.00 263 -2.95
2025-08-14 13F Federation des caisses Desjardins du Quebec 120 0.00 4 0.00
2025-08-14 13F Jane Street Group, Llc 0 -100.00 0 -100.00
2025-05-09 13F R Squared Ltd 0 -100.00 0
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 567 0.00 17 -5.88
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 4,305 6.27 126 3.31
2025-08-12 13F Deutsche Bank Ag\ 4,983 -27.95 146 -30.29
2025-08-11 13F EMC Capital Management 3,790 -37.87 0
2025-08-14 13F Millennium Management Llc 13,752 -22.72 402 -25.05
2025-06-23 NP PPNMX - SmallCap Growth Fund I R-3 81 -38.17 3 -50.00
2025-08-14 13F Two Sigma Advisers, Lp 26,518 -26.17 775 -28.40
2025-06-18 NP REBYX - U.S. Small Cap Equity Fund Class Y 378 -11.27 12 -20.00
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 1,462 -21.82 43 -25.00
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 5,626 185
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 47 11.90 1 0.00
2025-07-28 NP UWM - ProShares Ultra Russell2000 831 -18.77 22 -38.24
2025-08-13 13F Invesco Ltd. 14,278 -7.18 417 -9.94
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 22,928 0.00 755 -7.93
2025-08-14 13F State Street Corp 172,456 7.26 5,037 4.05
2025-08-15 13F Tower Research Capital LLC (TRC) 1,217 104.88 36 105.88
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 2,272 6.92 66 4.76
2025-08-14 13F Ameriprise Financial Inc 23,430 35.60 684 31.54
2025-08-27 NP Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 1,794 0.00 52 -3.70
2025-08-12 13F SRS Capital Advisors, Inc. 30 1
2025-06-25 NP GCSIX - Goldman Sachs Small Cap Equity Insights Fund Institutional 18,743 15.38 617 6.20
2025-08-12 13F Trexquant Investment LP 9,395 -72.31 274 -73.16
2025-08-28 NP AXVNX - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 1,368 0.00 40 -4.88
2025-08-14 13F Fmr Llc 41,471 -0.69 1,211 -3.66
2025-08-14 13F Macquarie Group Ltd 26,100 0.00 762 -3.05
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 6,022 0.00 176 -3.31
2025-08-26 NP GSCYX - SMALL CAP EQUITY FUND Institutional 4,228 0.00 123 -3.15
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 1,208 0.00 40 -9.30
2025-08-12 13F Jpmorgan Chase & Co 4,824 9.66 141 6.06
2025-08-26 NP BOSVX - Omni Small-Cap Value Fund Class N 56,100 0.00 1,639 -3.02
2025-05-13 13F State of Tennessee, Treasury Department 0 -100.00 0
2025-08-27 NP VTSMX - Vanguard Total Stock 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 245,340 0.00 7,166 -2.99
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 62,737 -6.26 2,066 -13.78
2025-08-26 NP AFMCX - Acuitas US Microcap Fund Institutional Shares 19,730 17.09 576 13.61
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 1,525 20.65 45 15.79
2025-08-08 13F Geode Capital Management, Llc 211,734 6.40 6,186 3.20
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 2,600 -13.33 76 -16.67
2025-06-25 NP TASVX - PGIM QMA SMALL-CAP VALUE FUND Class Z 4,300 0.00 142 -7.84
2025-08-14 13F Citadel Advisors Llc 0 -100.00 0
2025-08-11 13F Integrated Quantitative Investments LLC 0 -100.00 0
2025-08-14 13F Citadel Advisors Llc Put 0 -100.00 0
2025-08-27 NP FAEQX - PFM Multi-Manager Domestic Equity Fund Institutional Class 922 -8.98 27 -13.33
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 24,672 10.50 812 1.63
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 4,043 0.00 118 -2.48
2025-07-24 NP FSKAX - Fidelity Total Market 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 17,483 5.50 462 -16.76
2025-06-24 NP SWSCX - Schwab Small-Cap Equity Fund 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 20,875 -20.35 687 -26.68
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 15,882 0.00 464 -3.14
2025-07-29 NP GCAVX - GMO U.S. Small Cap Value Fund Class VI 1,499 0.00 40 -22.00
2025-07-15 13F Public Employees Retirement System Of Ohio 3,590 0.00 105 -3.70
2025-06-27 NP PCSGX - PACE Small/Medium Co Growth Equity Investments Class P 2,648 181.70 87 163.64
2025-07-31 13F United Community Bank 232 7
2025-08-14 13F Cubist Systematic Strategies, LLC 0 -100.00 0 -100.00
2025-07-24 NP FCFMX - Fidelity Series Total Market 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 12,897 6.60 341 -15.80
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 272 60.00 9 33.33
2025-06-26 NP FSSNX - Fidelity Small Cap 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 85,523 3.23 2,816 -5.03
2025-08-14 13F Goldman Sachs Group Inc 119,552 -38.49 3,492 -40.33
2025-08-14 13F Man Group plc 10,625 -9.51 310 -12.18
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 712 8.87 21 5.26
2025-08-12 13F Ameritas Investment Partners, Inc. 947 41.13 28 35.00
2025-07-25 NP USCRX - Cornerstone Moderately Aggressive Fund 3,700 98
2025-08-07 13F Acadian Asset Management Llc 163,990 5.20 5 0.00
2025-08-06 13F True Wealth Design, LLC 5 0.00 0
2025-08-20 NP QSMLX - AQR Small Cap Multi-Style Fund Class I 8,295 183.98 242 178.16
2025-05-15 13F Citadel Advisors Llc Call 0 -100.00 0
2025-08-12 13F American Century Companies Inc 187,837 15.08 5,487 11.64
2025-08-26 NP FDM - First Trust Dow Jones Select MicroCap 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 29,145 3.14 851 0.12
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 1,940 25.24 57 21.74
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 59,727 4.43 1,967 -3.91
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 947 41.13 28 35.00
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 43,152 0.00 1,421 -8.03
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 235 45.06 7 50.00
2025-08-14 13F Point72 Asia (Singapore) Pte. Ltd. 0 -100.00 0
2025-08-13 13F EverSource Wealth Advisors, LLC 26 13.04 1
2025-08-14 13F Alliancebernstein L.p. 9,900 17.86 289 14.68
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 5,200 0.00 152 -3.21
2025-08-11 13F Citigroup Inc 3,283 -49.32 96 -51.28
2025-08-12 13F Legal & General Group Plc 828 19.48 24 20.00
2025-07-25 NP ISGDX - Columbia Integrated Small Cap Growth Fund Class A 1,958 -3.07 52 -23.88
2025-06-26 NP Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 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 4,935 0.00 163 -7.95
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 6,243 5.05 182 2.25
2025-08-25 NP TMVAX - RBC Microcap Value Fund A Shares 13,360 -8.87 390 -11.56
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 476 6.73 13 -14.29
2025-06-27 NP RSSL - Global X Russell 2000 ETF 5,077 5.81 167 -2.34
2025-08-20 NP ASMOX - AQR Small Cap Momentum Style Fund Class I 1,265 -39.88 37 -37.93
2025-08-12 13F Prudential Financial Inc 28,601 -9.46 835 -12.20
2025-07-29 NP EBI - Longview Advantage ETF 771 20
2025-08-11 13F Empowered Funds, LLC 51,161 9.20 1,494 5.96
2025-07-23 NP CFSLX - Column Small Cap Fund 372 0.00 10 -25.00
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 744 0.00 20 -20.83
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 504 -64.98 17 -60.98
2025-08-11 13F Covestor Ltd 52 160.00 0
2025-08-29 NP SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 1,467 0.00 43 -4.55
2025-05-27 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 36,984 -4.83 1,114 -15.68
2025-08-28 NP TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 383 0.00 11 0.00
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 5,529 -2.31 162 -5.29
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 5,016 -0.71 133 -21.89
2025-07-24 13F Us Bancorp \de\ 988 -2.47 29 -6.67
2025-07-28 NP VCSLX - Small Cap Index Fund 4,908 54.15 130 21.70
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 11,883 0.00 391 -8.00
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 4,180 0.00 122 -2.40
2025-05-27 NP Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 129 -0.77 4 -25.00
2025-08-08 13F/A Sterling Capital Management LLC 209 62.02 6 100.00
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 16,372 9.66 433 -13.40
2025-08-28 NP IWC - iShares Micro-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 20,808 11.97 608 8.59
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 162 1.89 5 0.00
2025-08-07 13F Allworth Financial LP 1 -95.00 0
2025-07-22 13F Gsa Capital Partners Llp 30,116 222.79 1
2025-06-26 NP LSVQX - LSV Small Cap Value Fund Institutional Class Shares 38,100 0.00 1,255 -8.00
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 1,515 0.00 50 -9.26
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 235,582 -3.68 6,881 -6.56
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 1,098 0.00 32 -3.03
2025-08-12 13F Corebridge Financial, Inc. 0 -100.00 0
2025-08-13 13F Panagora Asset Management Inc 20,120 181.48 588 173.02
2025-08-26 NP TRSYX - T. Rowe Price Small-Cap 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 872 23.86 25 19.05
2025-08-26 NP BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A 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 11,825 -34.32 345 -36.35
2025-08-13 13F Forager Capital Management, LLC 1,085,098 20.70 31,696 17.09
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 354 0.00 10 0.00
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 259 0.00 8 0.00
2025-08-14 13F/A Barclays Plc 25,896 20.37 1
2025-07-28 NP AVUVX - Avantis U.S. Small Cap Value Fund Institutional Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,997 27.46 159 0.64
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 1,300 44.44 43 68.00
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 2,236 0.00 65 -2.99
2025-08-28 NP SLLAX - SIMT Small Cap Fund Class F 3,022 -67.11 88 -68.12
2025-07-30 NP DEEP - Roundhill Acquirers Deep Value ETF 8,245 218
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 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 1,200 27.80 35 25.00
2025-07-31 13F Nisa Investment Advisors, Llc 9 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 86,063 -8.41 2,834 -15.70
2025-08-13 13F MetLife Investment Management, LLC 5,462 0.00 160 -3.05
2025-08-07 13F Los Angeles Capital Management Llc 13,616 -50.65 398 -52.17
2025-08-13 13F Twin Lions Management LLC 231,566 0.00 6,764 -2.98
2025-07-28 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 15,467 22.96 409 -3.08
2025-06-18 NP GMRAX - Nationwide Small Cap Index Fund Class A 706 0.00 23 -8.00
2025-07-28 NP AVUV - Avantis U.S. Small Cap Value ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 148,603 14.20 3,931 -9.97
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 170,944 -2.90 5,629 -10.65
2025-07-29 NP SLPAX - Siit Small Cap Fund - Class A 15,455 -19.86 409 -36.94
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 2,835 0.00 83 -3.53
2025-04-25 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 2,803 -6.66 94 3.30
2025-08-13 13F Hsbc Holdings Plc 0 -100.00 0
2025-06-26 NP DFFVX - U.S. Targeted 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 95,361 -3.45 3,140 -11.15
2025-08-14 13F California State Teachers Retirement System 598 0.00 17 -5.56
2025-06-24 NP SWTSX - Schwab Total Stock Market Index Fund 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 3,411 0.00 112 -8.20
2025-07-17 13F Janney Montgomery Scott LLC 16,953 -0.09 0
2025-07-29 NP SECAX - SIIT Small Cap II Fund - Class A 5,024 -45.77 133 -57.42
2025-06-26 NP FLXSX - Fidelity Flex Small Cap 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 1,576 14.45 52 4.08
2025-07-16 13F Signaturefd, Llc 4 -91.11 0 -100.00
2025-08-14 13F Basswood Capital Management, L.l.c. 1,024,310 0.44 29,920 -2.56
2025-08-29 NP BSVO - EA Bridgeway Omni Small-Cap Value ETF 51,093 9.05 1,492 5.82
2025-08-28 NP NCGFX - New Covenant Growth Fund 3,090 90
2025-04-24 13F Pacific Global Investment Management Co 7,723 3.90 233 -7.94
2025-06-26 NP DFEOX - U.s. Core Equity 1 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 16,058 0.00 529 -8.01
2025-07-25 13F Cwm, Llc 741 351.83 0
2025-08-14 13F State Of Wisconsin Investment Board 35,427 27.09 1,035 23.24
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 12,423 -6.70 409 -14.08
2025-08-28 NP GMSMX - GuideMark(R) Small/Mid Cap Core Fund Service Shares 1,540 0.00 45 -4.35
2025-08-12 13F Rhumbline Advisers 12,988 7.14 379 4.12
2025-08-29 NP DHS - WisdomTree U.S. High Dividend Fund N/A 5,344 2.00 156 -0.64
2025-07-28 NP HDG - ProShares Hedge Replication ETF 11 10.00 0
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-14 13F Wells Fargo & Company/mn 5,785 7.49 169 3.70
2025-08-12 13F Proequities, Inc. 0 0
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted 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 2,260 0.00 74 -7.50
2025-07-24 NP FSMAX - Fidelity Extended Market 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 49,910 -1.99 1,320 -22.72
2025-06-26 NP USMIX - Extended Market Index Fund 1,018 -10.70 34 -17.50
2025-08-26 NP Profunds - Profund Vp Small-cap 21 10.53 1
2025-08-27 13F/A Squarepoint Ops LLC 7,657 224
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 2,023 0.00 59 -1.67
2025-08-26 NP GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 12,335 0.00 360 -2.96
2025-08-13 13F Renaissance Technologies Llc 226,437 -10.93 6,614 -13.60
2025-08-14 13F Two Sigma Investments, Lp 16,382 -52.28 479 -53.73
2025-08-14 13F Winton Capital Group Ltd 9,301 272
2025-08-14 13F Engineers Gate Manager LP 9,264 -7.40 271 -10.30
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 13 8.33 0
2025-08-13 13F Marshall Wace, Llp 0 -100.00 0
2025-06-27 NP AVFIX - American Beacon Small Cap Value Fund Institutional Class 4,098 135
2025-05-06 13F Proficio Capital Partners LLC 0 -100.00 0 -100.00
2025-08-28 NP VYSVX - Vericimetry U.S. Small Cap Value Fund 2,620 34.36 77 31.03
2025-08-13 13F Northern Trust Corp 102,102 16.88 2,982 13.38
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 3,824 -31.71 112 -33.93
2025-08-11 13F Rothschild Investment Llc 20 33.33 1
2025-05-27 NP BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I 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 9,497 -6.50 286 -17.39
2025-08-11 13F Lsv Asset Management 336,100 0.06 10 -10.00
2025-08-14 13F Royal Bank Of Canada 17,398 7.40 507 4.11
2025-07-25 13F Allspring Global Investments Holdings, LLC 9,973 -5.20 308 -4.36
2025-07-29 NP Guggenheim Active Allocation Fund 44 0.00 1 0.00
2025-08-04 13F Amalgamated Bank 267 0.00 0
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 906 -1.31 24 -23.33
2025-08-13 13F New York State Common Retirement Fund 3,468 0.00 0
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 84 -30.58 3 -50.00
2025-08-29 NP DGRS - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 19,602 -2.02 573 -4.98
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 21,015 -0.34 614 -3.31
2025-08-14 13F Wellington Management Group Llp 268,164 1.81 7,833 -1.22
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 28,812 0.00 949 -8.05
2025-07-14 13F GAMMA Investing LLC 98 -42.35 3 -60.00
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 287 0.00 8 -22.22
2025-06-26 NP BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A 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 728 0.00 24 -11.54
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 947 2.49 31 -6.06
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 141,968 -0.18 4,147 -3.18
2025-08-14 13F Bridgeway Capital Management Inc 107,661 4.17 3,145 1.06
2025-08-25 NP QWVOX - Clearwater Small Companies Fund 4,179 0.00 122 -2.40
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 1,662 0.00 49 -4.00
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 0 -100.00 0 -100.00
2025-05-12 13F Simplex Trading, Llc Call 0 -100.00 0
2025-04-15 13F SG Americas Securities, LLC 0 -100.00 0
2025-08-11 13F Vanguard Group Inc 458,877 1.55 13,404 -1.48
2025-05-12 13F Simplex Trading, Llc 0 -100.00 0
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 17,349 0.00 507 -3.07
2025-08-14 13F Voya Investment Management Llc 15,947 -1.18 466 -4.12
2025-08-26 NP NOSGX - Northern Small Cap Value Fund 20,910 89.59 611 83.73
2025-08-14 13F Hancock Whitney Corp 9,714 4.35 284 1.07
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 351 0.00 9 -18.18
2025-05-28 NP QCEQRX - Equity Index Account Class R1 8,577 0.00 258 -11.34
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 14,018 0.00 409 -3.08
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 1,960 19.15 57 16.33
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 573 0.00 17 -5.88
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 3,158 52.78 84 20.29
2025-07-10 13F Exchange Traded Concepts, Llc 8,572 5.40 250 2.46
2025-08-15 13F Morgan Stanley 50,822 8.08 1,485 4.88
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 3,196 0.00 93 -3.12
2025-08-12 13F Nuveen, LLC 21,514 -26.72 628 -28.88
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 52 0.00 2 0.00
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 1,784 20.30 52 18.18
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 1,217 0.00 36 -2.78
2025-08-26 NP IPSIX - Voya Index Plus SmallCap Portfolio Class I 13,212 -1.84 386 -4.94
2025-07-29 NP VRTIX - Vanguard Russell 2000 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 41,535 8.88 1,099 -14.15
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 34 6.25 1 0.00
2025-06-26 NP TIEIX - TIAA-CREF Equity Index Fund Institutional Class 5,861 0.00 193 -7.66
2025-08-18 13F Geneos Wealth Management Inc. 300 0.00 9 -11.11
2025-08-12 13F Charles Schwab Investment Management Inc 118,358 38.89 3,457 34.78
2025-08-12 13F Brandywine Global Investment Management, LLC 13,280 388
2025-08-12 13F BlackRock, Inc. 1,221,678 -16.52 35,685 -19.02
2025-08-14 13F Susquehanna International Group, Llp 15,151 8.79 443 5.49
2025-08-12 13F Dimensional Fund Advisors Lp 705,369 -1.27 20,604 -4.22
2025-08-11 13F Martingale Asset Management L P 29,277 -0.03 855 -2.95
2025-07-07 13F Versant Capital Management, Inc 36 0.00 1 0.00
2025-07-24 13F IFP Advisors, Inc 13 1
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 6,580 0.00 192 -3.03
2025-08-08 13F Pnc Financial Services Group, Inc. 0 -100.00 0
2025-08-14 13F Smartleaf Asset Management LLC 0 -100.00 0
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 8 -20.00 0
2025-08-26 NP TLSTX - Stock Index Fund 143 0.00 4 0.00
2025-06-25 NP GSATX - Goldman Sachs Small Cap Value Insights Fund Class A 41,390 1,078.53 1,363 989.60
2025-08-26 NP FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF 725 17.69 21 16.67
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 3,353 -0.83 98 -3.96
2025-06-26 NP BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A 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 1,483 0.00 49 -9.43
2025-07-15 13F Fortitude Family Office, LLC 0 -100.00 0
2025-08-13 13F Russell Investments Group, Ltd. 2,425 -1.30 71 -4.11
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 8,665 -23.56 285 -29.63
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 568 0.00 17 -5.88
2025-07-28 NP URTY - ProShares UltraPro Russell2000 611 -28.20 16 -42.86
2025-08-14 13F Bank Of America Corp /de/ 6,090 -36.32 178 -38.33
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 7,203 0.63 191 -20.83
2025-08-14 13F D. E. Shaw & Co., Inc. 18,297 -49.24 534 -50.78
2025-08-12 13F Tieton Capital Management, LLC 295,081 18.65 9 14.29
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 70,360 -2.70 2,055 -5.60
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 142 -4.05 4 -25.00
2025-08-08 13F SBI Securities Co., Ltd. 13 8.33 0
2025-06-25 NP GSAOX - Goldman Sachs Small Cap Growth Insights Fund Class A 10,778 235.45 355 224.77
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 300 0.00 9 -11.11
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 13,386 7.34 391 4.27
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 12 0.00 0
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 1,321 0.00 39 -2.56
2025-07-28 NP AVUSX - Avantis U.S. Equity Fund Institutional Class 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 404 0.00 11 -23.08
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 2,230 81.30 65 75.68
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 5,078 1.03 148 -1.99
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 226 6
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 3,249 16.20 95 11.90
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 11,350 10.11 332 6.77
2025-08-14 13F Raymond James Financial Inc 285 8
2025-07-09 13F Harbor Capital Advisors, Inc. 163 1.88 0
2025-08-14 13F Globeflex Capital L P 18,248 0.00 533 -2.91
2025-08-22 NP FECGX - Fidelity Small Cap Growth 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 906 45.43 26 44.44
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 1,202 39.28 40 30.00
2025-08-27 NP JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 2,176 0.00 64 -3.08
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 22 10.00 1
2025-06-24 NP SWSSX - Schwab Small-Cap Index Fund 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 20,741 0.00 683 -7.95
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 28,561 755
2025-08-28 NP SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares 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 247 69.18 7 75.00
2025-09-04 13F/A Advisor Group Holdings, Inc. 263 -27.55 8 -30.00
2025-08-14 13F Aqr Capital Management Llc 19,499 192.03 570 183.08
2025-05-28 NP SSBIX - State Street Balanced Index Fund Class K 100 0.00 3 0.00
2025-08-13 13F First Trust Advisors Lp 29,197 3.04 853 -0.12
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 1,476 0.00 43 -2.27
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 641 -16.86 19 -21.74
2025-08-22 NP FESM - Fidelity Enhanced Small Cap ETF 31,794 4.90 929 1.75
2025-08-13 13F Arrowstreet Capital, Limited Partnership 80,425 65.27 2,349 60.34
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