A2A - Essential Utilities, Inc. Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham (DB)

Essential Utilities, Inc.
DE ˙ DB ˙ IT0001233417
€ 33.07 ↓ -0.09 (-0.27%)
2025-09-05
BAHAGING PRESYO
Mga Batayang Estadistika
Pemilik Institusional 1259 total, 1245 long only, 10 short only, 4 long/short - change of 0.24% MRQ
Harga Saham 33.07
Alokasi Portofolio Rata-rata 0.1978 % - change of -2.85% MRQ
Jumlah Saham Beredar shares (source: Capital IQ)
Saham Institusional (Jangka Panjang) 360,174,017 - 128.42% (ex 13D/G) - change of 16.49MM shares 4.79% MRQ
Nilai Institusional (Jangka Panjang) $ 9,499,017 USD ($1000)
Kepemilikan Institusional dan Pemegang Saham

Essential Utilities, Inc. (DE:A2A) memiliki 1259 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 360,487,422 saham. Pemegang saham terbesar meliputi BlackRock, Inc., Vanguard Group Inc, VGTSX - Vanguard Total International Stock Index Fund Investor Shares, GICIX - Goldman Sachs International Small Cap Insights Fund Institutional, VTMGX - Vanguard Developed Markets Index Fund Admiral Shares, State Street Corp, Canada Pension Plan Investment Board, OWLSX - Old Westbury Large Cap Strategies Fund, IEFA - iShares Core MSCI EAFE ETF, and IDV - iShares International Select Dividend ETF .

Struktur kepemilikan institusional Essential Utilities, Inc. (DB:A2A) 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 33.07 / share. Previously, on September 9, 2024, the share price was 34.90 / share. This represents a decline of 5.24% over that period.

DE:A2A / Essential Utilities, Inc. 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 .

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)		 Saham Δ Saham
(%)		 Dilaporkan
Nilai
($1000)		 Nilai Δ
(%)		 Alokasi Port
(%)
2025-07-18 13F Trust Co Of Vermont 3,020 0.00 112 -5.88
2025-03-28 NP NSFJX - Natixis Sustainable Future 2045 Fund Class N 312 -6.87 11 -8.33
2025-07-25 NP FNDF - Schwab Fundamental International Large 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 1,953,476 3.59 5,065 18.01
2025-06-26 NP AALGX - Thrivent Global Stock Fund Class A 0 -100.00 0 -100.00
2025-08-14 13F Manufacturers Life Insurance Company, The 199,208 -3.96 7,399 -9.77
2025-08-18 NP PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 9,732 0.00 361 -5.99
2025-06-27 NP PRF - Invesco FTSE RAFI US 1000 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 57,261 7.13 2,355 24.21
2025-06-23 NP QUAL - iShares Edge MSCI USA Quality Factor ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,529,841 1.87 62,922 18.10
2025-07-10 13F Tompkins Financial Corp 5,885 249.26 219 230.30
2025-06-30 NP VEURX - Vanguard European Stock 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 3,494,115 20.33 8,886 29.59
2025-08-08 13F Foundations Investment Advisors, LLC 17,816 -0.08 662 -6.11
2025-08-14 13F Aster Capital Management (DIFC) Ltd 1,260 223.08 47 228.57
2025-08-08 13F Smithfield Trust Co 17,269 0.00 1
2025-06-25 NP WMLIX - Wilmington Large-Cap Strategy Fund Class I Shares 2,900 0.00 119 16.67
2025-08-14 13F Tudor Investment Corp Et Al 229,143 8,510
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 164,106 0.00 6,750 15.92
2025-08-15 13F Montag & Caldwell, Llc 250 0.00 9 0.00
2025-06-23 NP MPSIX - MidCap S&P 400 Index Fund Institutional Class 105,171 -1.46 4,326 14.24
2025-08-28 NP SSBIX - State Street Balanced Index Fund Class K 1,577 11.61 59 5.45
2025-08-13 13F Cresset Asset Management, LLC 7,447 -5.28 277 -10.97
2025-08-14 13F Yaupon Capital Management LP 50,000 1,857
2025-08-27 NP Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 10,100 0.00 375 -6.02
2025-08-28 NP MDYV - SPDR(R) S & P 400 Mid 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 444,280 0.50 16,501 -5.57
2025-06-26 NP DFIS - Dimensional International Small Cap ETF 1,868,434 3.08 4,756 10.45
2025-08-05 13F Allstate Corp 0 -100.00 0
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 123,116 2.70 4,573 -3.50
2025-07-24 NP FLOWX - Fidelity Water Sustainability Fund 169,329 0.00 6,524 1.45
2025-06-23 NP IDU - iShares U.S. Utilities 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 254,930 10.56 10,485 28.16
2025-06-24 NP JNBAX - JPMorgan Income Builder Fund Class A 474,453 0.00 1,207 7.68
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica Barrow Hanley Dividend Focused VP Initial 144,690 0.00 5,374 -6.05
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - International 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 288,723 0.00 734 7.78
2025-06-25 NP ISCB - iShares Morningstar 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 12,418 5.34 511 22.01
2025-08-07 13F Allworth Financial LP 192,104 1.77 7,135 -6.38
2025-08-14 13F Evergreen Capital Management Llc 0 -100.00 0
2025-07-24 NP EVUS - iShares ESG Aware MSCI USA Value ETF 1,149 2.68 44 4.76
2025-06-24 NP SNXFX - Schwab 1000 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 81,578 0.53 3,355 16.53
2025-07-29 NP IVOO - Vanguard S&P Mid-Cap 400 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 375,807 5.91 14,480 7.43
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 178,523 62.43 7,343 88.30
2025-08-12 13F Prudential Financial Inc 53,820 111.60 2,063 109.13
2025-08-29 NP DWM - WisdomTree International Equity Fund N/A 152,001 0.00 408 11.51
2025-08-14 13F Wells Fargo & Company/mn 611,629 17.05 22,716 9.97
2025-08-13 13F Wills Financial Group LLC 161,408 3.94 5,995 -2.35
2025-07-18 13F First Pacific Financial 15,702 -7.84 583 -13.37
2025-07-25 NP MIDE - Xtrackers S&P MidCap 400 ESG ETF 660 -30.38 25 -30.56
2025-08-28 NP AXMNX - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 70 -68.89 3 -75.00
2025-07-25 NP NTIAX - Columbia Mid Cap Index Fund Class A 215,286 0.80 8,295 2.26
2025-08-07 13F Parkside Financial Bank & Trust 741 4.66 28 0.00
2025-05-06 13F Proficio Capital Partners LLC 0 -100.00 0 -100.00
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 13,313 3.51 494 -2.76
2025-08-14 13F Point72 Asset Management, L.P. 1,152,652 11.73 42,809 4.98
2025-08-14 13F DRW Securities, LLC 9,229 345
2025-08-04 13F Strs Ohio 6,588 245
2025-06-26 NP TCAAX - Thrivent Moderately Conservative Allocation Fund Class A 605 0.00 25 14.29
2025-06-26 NP BlackRock Funds II - BlackRock Dynamic High Income Portfolio 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 2,995 123
2025-08-27 NP CSXAX - Calvert US Large-Cap Core Responsible Index Fund Class A 41,643 0.00 1,547 -6.08
2025-05-07 13F Ridgewood Investments LLC 0 -100.00 0
2025-03-27 NP BlackRock ETF Trust - BlackRock U.S. Industry Rotation 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 993 35
2025-07-29 13F Private Wealth Management Group, LLC 242 0.00 9 -11.11
2025-08-08 13F Forsta Ap-fonden 64,200 -8.68 2,384 -14.18
2025-08-01 13F New York Life Investment Management Llc 26,620 -12.89 989 -18.14
2025-07-22 NP GVUS - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 3,695 -8.34 142 -7.19
2025-05-14 13F Credit Agricole S A 30,829 -12.86 1,219 -5.14
2025-07-31 13F Brinker Capital Investments, LLC 0 -100.00 0 -100.00
2025-07-29 13F Nordea Investment Management Ab 7,150,259 -2.96 263,630 -9.67
2025-08-14 13F McIlrath & Eck, LLC 424 0.00 16 -6.25
2025-08-26 NP AOPAX - AllianzGI International Small-Cap Fund Class A 321,520 0.00 865 11.76
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 7,519 0.00 279 -6.06
2025-07-14 13F GAMMA Investing LLC 4,747 41.62 176 33.33
2025-08-26 NP Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 69,218 15.76 186 29.37
2025-07-29 NP SFYX - SoFi Next 500 ETF 1,157 1.31 45 2.33
2025-03-28 NP NSFBX - Natixis Sustainable Future 2015 Fund Class N 23 -23.33 1 -100.00
2025-08-15 13F Captrust Financial Advisors 23,256 -3.14 864 -9.06
2025-08-29 NP DTH - WisdomTree International High Dividend Fund N/A 263,856 7.46 708 19.83
2025-08-08 13F SG Americas Securities, LLC 134,214 -47.11 5 -60.00
2025-07-24 13F Ronald Blue Trust, Inc. 1,002 2.66 37 -2.63
2025-07-30 NP DRIPX - MP63 Fund 42,321 0.58 1,631 2.00
2025-04-22 13F Jmac Enterprises Llc 0 -100.00 0
2025-05-30 NP AIVL - WisdomTree U.S. Dividend ex-Financials Fund N/A 27,239 7.52 1,077 16.96
2025-08-08 13F Cetera Investment Advisers 53,691 12.47 1,994 5.67
2025-08-08 13F Candriam Luxembourg S.C.A. 322,070 -3.40 11,962 -9.23
2025-08-14 13F Fiduciary Trust Co 17,430 -26.70 647 -31.17
2025-07-25 NP PRDAX - Diversified Real Asset Fund Class A 306,274 -7.88 11,801 -6.55
2025-07-18 13F Mitsubishi UFJ Asset Management (UK) Ltd. 2,000 0.00 0
2025-08-05 13F Key FInancial Inc 23,718 0.18 881 -5.88
2025-08-14 13F Harwood Advisory Group, LLC 225 0.00 8 0.00
2025-08-13 13F Marshall Wace, Llp 0 -100.00 0
2025-07-10 13F Peoples Bank/KS 15,586 -0.45 579 -6.47
2025-08-19 NP Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 19,641 2.84 729 -3.32
2025-07-16 13F Kathmere Capital Management, LLC 10,740 -10.73 399 -16.21
2025-08-13 13F Bare Financial Services, Inc 96 4
2025-03-24 NP JSMD - Janus Henderson Small/Mid Cap Growth Alpha ETF 52,710 37.18 1,870 26.10
2025-07-30 13F Aurora Investment Counsel 70,592 1.70 2,622 -4.45
2025-08-14 13F Boothbay Fund Management, Llc 5,841 -20.55 217 -25.52
2025-04-09 13F Fulton Bank, N.a. 0 -100.00 0
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 44,289 11.85 1,822 29.70
2025-08-14 13F Federation des caisses Desjardins du Quebec 52,246 226.76 1,940 206.96
2025-07-28 NP UMDD - ProShares UltraPro MidCap400 1,428 -34.91 55 -33.73
2025-07-09 13F Massmutual Trust Co Fsb/adv 2,540 92.42 94 80.77
2025-08-13 13F Kennedy Capital Management, Inc. 66,334 -5.30 2,464 -11.02
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 40,637 6.00 1,566 7.49
2025-07-23 13F Charter Trust Co 0 -100.00 0
2025-05-14 13F Rafferty Asset Management, LLC 0 -100.00 0
2025-08-22 NP BTAL - AGFiQ U.S. Market Neutral Anti-Beta Fund 35,404 1,315
2025-07-28 13F Tower Wealth Partners, Inc. 6,007 -6.97 223 -12.55
2025-08-06 13F Agf Management Ltd 78,564 2,918
2025-08-29 NP DEW - WisdomTree Global High Dividend Fund N/A 9,583 102.09 26 -85.80
2025-08-15 13F Great West Life Assurance Co /can/ 398,459 3.53 15 -6.67
2025-06-26 NP FLAPX - Fidelity Flex Mid 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 11,173 8.61 460 26.10
2025-05-22 NP RODE - Hartford Multifactor Diversified International ETF 9,021 22
2025-06-30 NP PTEU - Pacer Trendpilot European Index ETF 7,270 -5.15 18 0.00
2025-08-11 13F Resurgent Financial Advisors LLC 14,413 0.00 535 -5.98
2025-08-25 NP RBLD - First Trust Global Engineering and Construction 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 3,202 40.87 119 40.48
2025-03-25 NP HDV - iShares Core High Dividend 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 514,239 3.38 18,245 -9.77
2025-07-21 13F Kennebec Savings Bank 848 31
2025-08-11 13F Banque Cantonale Vaudoise 269 -39.14 0
2025-07-25 13F Asset Planning,Inc 625 0.00 23 -4.17
2025-07-15 13F Public Employees Retirement System Of Ohio 85,573 10.37 3,178 3.72
2025-08-01 13F Rossby Financial, LCC 18 0.00 1
2025-08-14 13F Oxford Asset Management Llp 33,680 1,251
2025-07-24 13F Lindenwold Advisors 7,462 -0.45 277 -6.42
2025-08-08 13F Comprehensive Financial Planning, Inc./PA 50 0.00 2 0.00
2025-08-26 NP GVIZX - Value Equity Index Fund Investor 1,884 0.00 70 -6.76
2025-08-12 13F Corebridge Financial, Inc. 0 -100.00 0
2025-08-12 13F Manchester Capital Management LLC 19,186 -4.25 713 -10.10
2025-07-29 NP PTL - Inspire 500 ETF 6,447 15.87 248 17.54
2025-08-29 NP Gabelli Equity Trust Inc 19,000 -17.39 706 -22.44
2025-03-28 NP NSFFX - Natixis Sustainable Future 2030 Fund Class N 160 -24.17 6 -37.50
2025-08-26 NP NMFIX - Multi-manager Global Listed Infrastructure Fund 26,891 0.76 999 -5.40
2025-08-13 13F MONECO Advisors, LLC 0 -100.00 0 -100.00
2025-07-28 NP MSLC - Morgan Stanley Pathway Large Cap Equity ETF 9,088 10.68 350 12.54
2025-06-26 NP MSTVX - Morningstar Alternatives Fund 328 285.88 13 333.33
2025-07-17 13F Greenleaf Trust 6,347 -5.75 236 -11.65
2025-08-14 13F Great Valley Advisor Group, Inc. 8,515 0.35 316 -5.67
2025-08-13 13F Natixis Advisors, L.p. 160,894 27.09 6 0.00
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 91,691 4.22 3,771 20.83
2025-08-13 13F Arrowstreet Capital, Limited Partnership 265,997 66.46 9,879 56.41
2025-07-08 13F Apella Capital, LLC 8,087 2.19 298 0.00
2025-07-29 NP PBUS - Invesco PureBeta MSCI USA 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 34,690 15.66 1,337 17.30
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 6,834 11.78 254 4.98
2025-05-14 13F Custom Index Systems, Llc 0 -100.00 0
2025-08-15 13F Tower Research Capital LLC (TRC) 6,023 -57.37 224 -60.04
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 176,159 4.46 6,543 -1.85
2025-07-14 13F Armstrong Advisory Group, Inc 7,839 0.00 291 2.46
2025-07-25 13F Sequoia Financial Advisors, LLC 29,905 -7.49 1,111 -13.08
2025-08-28 NP VLU - SPDR S&P 1500 Value 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 3,288 8.12 122 1.67
2025-08-29 NP Gabelli Dividend & Income Trust 53,000 0.00 1,968 -6.06
2025-07-11 13F First PREMIER Bank 650 0.00 0
2025-07-09 13F Gateway Investment Advisers Llc 64,058 826.36 2,379 771.43
2025-08-14 13F Clark Capital Management Group, Inc. 5,606 0.00 208 -5.88
2025-07-29 NP ESGV - Vanguard ESG U.S. Stock ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 54,677 0.43 2,107 1.89
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 82,739 -10.69 3,073 -16.11
2025-08-22 NP XFBRX - Mid Cap Portfolio Investor Class 580,600 -49.87 21,563 -48.74
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 1,300 0.00 48 -5.88
2025-08-13 13F M&t Bank Corp 40,962 4.47 1,522 -1.81
2025-08-26 NP FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I 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 422 -38.12 16 -42.31
2025-08-27 NP VTCLX - Vanguard Tax-Managed Capital Appreciation 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 192,058 0.00 7,133 -6.05
2025-06-24 NP ESGG - FlexShares STOXX Global ESG Impact 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 3,990 0.00 10 11.11
2025-08-14 13F Ilex Capital Partners (UK) LLP 0 -100.00 0
2025-07-23 NP EIPI - FT Energy Income Partners Enhanced Income ETF 61,564 -1.27 2,372 0.17
2025-07-23 13F Nbt Bank N A /ny 800 0.00 30 -6.45
2025-07-23 13F Maryland State Retirement & Pension System 245,821 8.76 9,130 2.18
2025-08-11 13F Greenland Capital Management LP 465,810 155.91 17,300 140.44
2025-07-31 13F Sumitomo Mitsui Trust Holdings, Inc. 543,918 1.34 20,201 -4.78
2025-08-08 13F Mv Capital Management, Inc. 13 8.33 0
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 356,845 7.37 13 0.00
2025-07-10 13F YHB Investment Advisors, Inc. 0 -100.00 0
2025-09-02 NP EIPIX - EIP Growth and Income Fund Class I 12,800 0.00 471 -10.46
2025-04-29 NP Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 198 253.57 8 250.00
2025-08-14 13F Point72 Hong Kong Ltd 86,414 513.74 3,209 477.16
2025-08-11 13F Addison Capital Co 32,234 -2.69 1,197 -8.56
2025-08-14 13F Sei Investments Co 75,924 -57.69 2,820 -60.26
2025-08-13 13F Colonial Trust Advisors 625 -61.54 23 -64.06
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 337 13
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 2,614 27.95 97 21.25
2025-08-08 13F Intech Investment Management Llc 29,471 89.46 1,095 78.18
2025-08-27 NP VSEQX - Vanguard Strategic Equity 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 67,622 120.62 2,511 98.03
2025-07-28 NP TOLZ - ProShares DJ Brookfield Global Infrastructure ETF 18,695 20.27 720 22.03
2025-08-11 13F HighTower Advisors, LLC 95,978 -3.84 3,565 -9.66
2025-07-24 13F Capital Advisors, Ltd. LLC 826 0.00 0
2025-08-13 13F Schroder Investment Management Group 0 -100.00 0
2025-08-14 13F Goldman Sachs Group Inc 703,369 -25.47 26,123 -29.98
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 74,173 24.51 3,051 44.34
2025-03-31 NP DAACX - Diversified Equity Fund 1,388 0.00 49 -7.55
2025-08-13 13F Northern Trust Corp 3,013,141 -6.38 111,908 -12.04
2025-06-26 NP DFAX - Dimensional World ex U.S. Core Equity 2 ETF 1,038,828 0.00 2,644 7.17
2025-07-22 NP DSHFX - Destinations Shelter Fund Class I 5,724 0.00 221 1.38
2025-08-14 13F Brevan Howard Capital Management LP 24,843 923
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 18,691 62.15 694 50.87
2025-07-23 13F Louisiana State Employees Retirement System 72,600 2.54 2,696 -3.65
2025-08-13 13F Truvestments Capital Llc 1,415 0.64 53 -5.45
2025-08-14 13F Investment Management Corp of Ontario 6,421 -13.48 238 -18.77
2025-08-14 13F Atomi Financial Group, Inc. 12,531 9.29 465 2.65
2025-08-29 NP Gabelli Global Utility & Income Trust 6,500 -95.36 241 -35.90
2025-06-26 NP JHMM - John Hancock Multifactor Mid Cap ETF 133,449 9.40 5,489 26.83
2025-06-25 NP Dnp Select Income Fund Inc 1,548,410 0.00 63,686 15.93
2025-07-22 13F AMF Pensionsforsakring AB 124,096 17.62 4,614 10.51
2025-06-25 NP FNX - First Trust Mid Cap Core AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 61,172 -18.06 2,516 -4.98
2025-07-28 NP VMIDX - Mid Cap Index Fund 228,302 -4.06 8,796 -2.67
2025-07-09 13F Bank of New Hampshire 375 0.00 14 -7.14
2025-08-08 13F KBC Group NV 17,554 -23.87 1
2025-06-27 NP KBIWX - KBI GLOBAL INVESTORS AQUARIUS FUND Institutional Shares 42,589 -19.58 1,752 -6.76
2025-07-24 13F Jfs Wealth Advisors, Llc 404 -14.41 15 -16.67
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio 248,325 -39.23 669 -32.11
2025-08-05 13F State Of Michigan Retirement System 69,371 2.21 2,576 -3.95
2025-06-25 NP GICIX - Goldman Sachs International Small Cap Insights Fund Institutional 17,933,528 78.85 45,610 92.61
2025-06-25 NP IQSI - IQ Candriam ESG International Equity ETF 27,888 -9.62 71 -4.11
2025-06-25 NP CCNR - ALPS | CoreCommodity Natural Resources ETF 11,394 -68.93 469 -64.00
2025-05-28 NP QCEQRX - Equity Index Account Class R1 120,927 0.00 4,780 8.83
2025-08-29 NP JGYIX - John Hancock Global Shareholder Yield Fund Class I 169,659 -2.42 6,301 -8.31
2025-05-09 13F Atria Wealth Solutions, Inc. 0 -100.00 0
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 6,630 247
2025-08-21 NP MXECX - Great-West Core Strategies: International Equity Fund Institutional Class 474,900 -27.95 1,279 -19.46
2025-07-15 13F Mather Group, Llc. 0 -100.00 0
2025-08-13 13F Townsquare Capital Llc 0 -100.00 0
2025-07-08 13F Parallel Advisors, LLC 2,511 4.32 93 -2.11
2025-08-28 NP TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 6,227 0.00 231 -6.10
2025-06-24 NP NFRA - FlexShares STOXX Global Broad Infrastructure 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 84,744 -2.37 3,486 13.19
2025-08-12 13F Pathstone Holdings, LLC 37,729 11.97 1,401 5.26
2025-08-14 13F Verition Fund Management LLC 565,517 11.68 21,003 4.93
2025-08-22 NP CVMC - Calvert US Mid-Cap Core Responsible Index ETF 2,021 -6.39 75 -11.76
2025-08-06 13F Atlantic Union Bankshares Corp 58 2
2025-06-26 NP FIOOX - Fidelity Series Large 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 85,473 2.58 3,516 18.91
2025-08-27 NP CFJAX - Calvert US Large-Cap Value Responsible Index Fund Class A 47,380 0.00 1,760 -6.04
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 11,738 -16.09 483 -2.82
2025-08-13 13F Renaissance Technologies Llc 132,469 4,920
2025-08-26 NP TRMNX - T. Rowe Price Mid-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 15,760 6.62 585 0.17
2025-07-22 NP GLOV - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 169,058 -19.41 438 -8.18
2025-07-17 13F Hanson & Doremus Investment Management 3,142 0.00 0
2025-07-08 13F First National Corp /ma/ /adv 47,548 -22.22 1,766 -26.95
2025-05-12 13F Caisse Des Depots Et Consignations 0 -100.00 0
2025-05-28 NP QCVAX - Clearwater International Fund 0 -100.00 0 -100.00
2025-07-30 13F Gulf International Bank (UK) Ltd 11,154 -27.25 0
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 159,024 -0.36 5,906 -6.39
2025-07-28 13F Alpine Woods Capital Investors, Llc 67,629 6.72 2,512 0.28
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 13,292 -0.69 547 15.19
2025-08-14 13F California State Teachers Retirement System 804,835 -14.54 29,892 -19.71
2025-06-26 NP CAMMX - Cambiar Smid Fund Investor Class Shares 54,390 -29.82 2,237 -18.62
2025-07-23 13F Citizens National Bank Trust Department 1,250 0.00 46 -6.12
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 9,219 0.00 342 -6.04
2025-06-26 NP IEFA - iShares Core MSCI EAFE 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 9,848,605 0.90 25,048 8.66
2025-07-25 NP DEUS - Xtrackers Russell 1000 Comprehensive Factor ETF 3,537 -9.66 136 -8.11
2025-06-26 NP PDAVX - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 680 -64.69 28 -60.29
2025-08-14 13F Aqr Capital Management Llc 717,716 851.39 26,541 792.73
2025-04-29 13F Hm Payson & Co 115,963 0.29 4,584 9.17
2025-08-12 13F J.w. Cole Advisors, Inc. 41,051 36.12 1,525 27.85
2025-08-20 NP QSPIX - AQR Style Premia Alternative Fund Class I 40,891 -97.87 1,519 -70.59
2025-06-26 NP ACWI - iShares MSCI ACWI 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 70,463 24.27 2,898 44.11
2025-07-28 13F Allianz Asset Management GmbH 1,647,146 1.12 61,175 -4.99
2025-08-28 NP SMMD - iShares Russell 2500 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 64,039 14.93 2,378 7.99
2025-06-30 NP VGTSX - Vanguard Total International Stock 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 21,890,008 1.76 55,672 9.59
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 80,843 1.55 3,003 -4.58
2025-06-25 NP EIPX - FT Energy Income Partners Strategy ETF 25,588 3.44 1,052 19.95
2025-08-12 13F Jpmorgan Chase & Co 592,167 -39.61 21,995 -43.25
2025-08-12 13F APG Asset Management N.V. 183,281 -5.38 5,799 -18.20
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 10,658 -30.30 396 -34.60
2025-08-13 13F Vega Investment Solutions 1,150 -50.26 43 -53.85
2025-08-13 13F Lido Advisors, LLC 23,967 -11.72 890 -17.05
2025-08-14 13F Headlands Technologies LLC 897 15.44 33 10.00
2025-08-13 13F Haverford Trust Co 24,095 -1.78 895 -7.74
2025-08-26 NP AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 582 1.22 22 -4.55
2025-08-01 13F Mendel Money Management 9,390 1.08 349 -5.18
2025-08-15 13F Morgan Stanley 3,320,442 2.43 123,321 -3.77
2025-09-04 13F/A Advisor Group Holdings, Inc. 37,070 0.22 1,378 -5.75
2025-08-28 NP UIVM - VictoryShares USAA MSCI International Value Momentum ETF 590,051 -14.26 1,588 -4.11
2025-07-25 NP CMIEX - Multi-Manager International Equity Strategies Fund Institutional Class 79,172 50.61 206 120.43
2025-07-29 13F Tradewinds Capital Management, LLC 77 -99.43 3 -99.62
2025-08-14 13F Aventail Capital Group, LP 413,673 -56.10 15,364 -58.76
2025-08-11 13F Covestor Ltd 350 -2.78 0
2025-08-22 NP CVLC - Calvert US Large-Cap Core Responsible Index ETF 2,928 -1.88 109 -7.69
2025-08-14 13F Treasurer of the State of North Carolina 128,748 11.75 5 0.00
2025-07-14 13F AdvisorNet Financial, Inc 101,536 0.04 3,771 -6.01
2025-07-28 13F Td Asset Management Inc 147,976 -3.81 5,496 -9.64
2025-06-23 NP MLPIX - Mid-cap Value Profund Investor Class 521 -93.79 21 -92.93
2025-06-26 NP IDV - iShares International Select Dividend 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 9,146,293 -12.73 23,261 -6.01
2025-06-26 NP INTF - iShares Edge MSCI Multifactor Intl 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 2,734,777 41.67 6,955 52.59
2025-07-16 13F American National Bank 0 -100.00 0
2025-07-25 NP MainStay CBRE Global Infrastructure Megatrends Fund 675,484 5.22 26,026 6.74
2025-07-22 13F HFM Investment Advisors, LLC 12 100.00 0
2025-08-11 NP CMEUX - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 88,789 3.04 3,298 -3.20
2025-06-24 NP BBMC - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 121,341 -1.37 4,991 14.32
2025-08-07 13F Teachers Retirement System Of The State Of Kentucky 71,819 0.00 3 0.00
2025-06-26 NP ISCV - iShares Morningstar Small-Cap 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 48,399 5.31 1,991 22.09
2025-08-12 13F Prudential Plc 10,110 0.00 375 -6.02
2025-06-26 NP Dfa Investment Trust Co - The Continental Small Company Series 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 8,218,896 0.00 20,903 7.69
2025-08-08 13F National Pension Service 4,183 340.32 155 318.92
2025-08-14 13F Jane Street Group, Llc Call 40,900 28.21 1,519 20.46
2025-08-14 13F Jane Street Group, Llc 595,615 120.11 22,121 106.82
2025-08-20 NP QCFIX - AQR CVX Fusion Fund Class I 371 14
2025-07-30 NP SPMIX - S&P MidCap Index Fund Direct Shares 9,051 -1.54 349 -0.29
2025-06-26 NP TMAAX - Thrivent Moderately Aggressive Allocation Fund Class A 6,996 0.00 288 15.73
2025-07-15 13F SJS Investment Consulting Inc. 15 -51.61 1 -100.00
2025-07-18 13F Loudon Investment Management, LLC 15,463 0.00 574 -6.06
2025-06-26 NP BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 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 3,939 0.00 10 11.11
2025-08-05 13F Cambiar Investors Llc 205,748 -15.79 7,641 -20.88
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 106,937 2.84 3,972 -3.38
2025-06-24 NP JCTR - JPMorgan Carbon Transition U.S. Equity ETF 109 -24.83 4 -20.00
2025-06-24 NP EPSPX - MainStay Epoch Global Equity Yield Fund Class A 122,768 5.53 5,049 22.34
2025-07-23 13F Godsey & Gibb Associates 188 0.00 7 -14.29
2025-08-19 13F Marex Group plc 6,960 258
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 0 -100.00 0
2025-08-14 13F BI Asset Management Fondsmaeglerselskab A/S 10,807 34.40 0
2025-08-13 13F PineBridge Investments, L.P. 43,572 -7.94 1,618 -13.48
2025-08-08 NP TANDX - Castle Tandem Fund Institutional 18,800 0.00 698 -6.06
2025-07-29 NP IVOV - Vanguard S&P Mid-Cap 400 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 186,344 2.15 7,180 3.62
2025-08-11 13F Wealthspire Advisors, LLC 16,359 0.23 608 -5.89
2025-08-14 13F Godshalk Welsh Capital Management, Inc. 22,961 -8.83 853 -14.37
2025-08-20 NP QLEIX - AQR Long-Short Equity Fund Class I Short -99,532 -124.38 -3,697 -436.31
2025-06-26 NP DFSI - Dimensional International Sustainability Core 1 ETF 57,261 0.00 146 6.62
2025-07-28 13F Generali Asset Management SPA SGR 37,745 3.81 1,402 -2.51
2025-06-27 NP SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 2,440 0.00 100 16.28
2025-07-25 NP URTH - iShares MSCI World 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 18,284 6.23 704 7.81
2025-07-21 13F Ameriflex Group, Inc. 126 0.00 5 0.00
2025-07-15 13F Bfsg, Llc 2,022 39.16 75 31.58
2025-08-13 13F Amundi 5,637,022 2.68 218,997 0.21
2025-08-26 NP GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional 23,895 -72.78 64 -42.34
2025-07-08 13F Webster Bank, N. A. 825 0.00 31 -6.25
2025-08-06 13F Cetera Trust Company, N.A 6,920 9.41 257 2.80
2025-08-13 13F WealthTrust Axiom LLC 12,048 0.00 447 -6.09
2025-08-05 13F Simplex Trading, Llc Put 8,900 4,350.00 0
2025-08-05 13F Simplex Trading, Llc 17,295 -9.12 1
2025-07-28 13F Copia Wealth Management 138 0.00 5 0.00
2025-08-11 13F Qsemble Capital Management, LP 0 -100.00 0
2025-07-31 13F Nisa Investment Advisors, Llc 57,212 0.16 2,125 -5.89
2025-07-31 13F Glass Jacobson Investment Advisors llc 200 0.00 7 0.00
2025-08-06 13F Savant Capital, LLC 14,861 552
2025-08-08 13F Atlantic Trust, LLC 1,756 17.07 65 10.17
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 11,136 22.21 458 41.80
2025-06-24 NP SFNNX - Schwab Fundamental International Large 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 382,786 -7.66 974 -0.51
2025-06-26 NP FZILX - Fidelity ZERO International 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 276,043 8.38 700 16.09
2025-08-14 13F Utah Retirement Systems 42,692 2.38 1,586 -3.82
2025-08-06 13F New Millennium Group LLC 349 0.87 13 -7.69
2025-08-13 13F New York State Common Retirement Fund 569,985 1.19 21 -4.55
2025-08-27 NP Brighthouse Funds Trust II - Brighthouse/Dimensional International Small Company Portfolio Class A 372,093 0.00 1,002 11.72
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 178,929 5.89 7,359 22.75
2025-08-14 13F Xponance, Inc. 44,642 5.11 1,658 -1.19
2025-05-06 13F Venturi Wealth Management, LLC 0 -100.00 0
2025-07-30 13F DekaBank Deutsche Girozentrale 353,836 -0.25 13 0.00
2025-08-14 13F Saudi Central Bank 0 -100.00 0
2025-08-27 NP VTMFX - Vanguard Tax-Managed Balanced 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 20,886 0.00 776 -6.06
2025-08-14 13F Summit Trail Advisors, Llc 6,222 231
2025-08-14 13F Axa S.a. 147,341 5.08 5,472 -1.26
2025-06-26 NP DXIV - Dimensional International Vector Equity ETF 20,233 2.55 51 10.87
2025-08-27 NP CFWAX - Calvert Global Water Fund Class A 209,580 -0.62 7,784 -6.63
2025-08-08 13F Beck Bode, LLC 486,990 18,087
2025-06-26 NP GASFX - Hennessy Gas Utility Fund Investor Class 167,800 -7.09 6,902 7.71
2025-08-11 13F Synergy Investment Management, LLC 0 -100.00 0
2025-07-22 13F DT Investment Partners, LLC 564 0.00 21 -9.09
2025-08-28 NP SVTAX - Simt Global Managed Volatility Fund Class F 241,444 -24.77 648 -16.06
2025-07-24 NP Blackrock Funds - Blackrock Advantage International Fund Institutional Class 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 2,541,610 24.74 6,599 42.31
2025-04-18 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 555 0.00 21 -4.55
2025-08-26 NP IJH - iShares Core S&P Mid-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 8,401,154 1.99 312,019 -4.18
2025-08-08 13F Oak Thistle LLC 12,488 -56.22 464 -58.92
2025-08-13 13F Walleye Capital LLC 0 -100.00 0
2025-08-05 13F Bridgewater Advisors Inc. 54,423 1.17 1,994 -9.12
2025-08-14 13F Polymer Capital Management (US) LLC 48,940 1,818
2025-08-12 13F Jacobi Capital Management LLC 78,019 6.84 2,898 0.38
2025-08-12 13F Rhumbline Advisers 873,326 2.61 32,435 -3.59
2025-08-13 13F Benedict Financial Advisors Inc 66,026 -10.75 2,452 -16.14
2025-03-28 NP BLLD - JPMorgan Sustainable Infrastructure ETF 2,934 104
2025-08-05 13F American Capital Advisory, LLC 10 150.00 0
2025-08-13 13F MetLife Investment Management, LLC 139,175 -0.79 5,169 -6.80
2025-07-24 13F Fulcrum Capital LLC 6,250 0.00 232 -6.07
2025-07-15 13F Fifth Third Bancorp 2,969 14.28 110 7.84
2025-07-18 13F La Banque Postale Asset Management SA 64,233 0.00 2,386 -6.07
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 172 -75.22 7 -76.92
2025-08-13 13F Bank Of Nova Scotia 19,776 99.48 734 87.72
2025-08-15 13F Provenance Wealth Advisors, LLC 458 -84.75 17 -85.59
2025-08-13 13F Colonial Trust Co / SC 2,476 -6.25 92 -12.50
2025-08-07 13F Campbell & CO Investment Adviser LLC 70,943 9.22 2,635 2.61
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 13,319 7.28 495 0.82
2025-08-15 13F State of Tennessee, Treasury Department 117,929 24.36 4,380 16.84
2025-06-25 NP PESPX - BNY Mellon Midcap Index Fund, Inc. Investor Shares 122,226 -3.92 5,027 11.39
2025-08-08 13F Allianz Se 9,037 -18.85 336 -23.86
2025-07-28 13F Twin Tree Management, LP Call 216,700 118.45 8,048 105.25
2025-06-24 NP SWLVX - Schwab U.S. Large-Cap Value 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 8,044 2.96 331 19.13
2025-08-26 NP Profunds - Profund Vp Ultramid-cap 537 -13.67 20 -20.83
2025-08-26 NP IWB - iShares Russell 1000 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 199,064 9.50 7,393 2.88
2025-07-14 13F Sowell Financial Services LLC 6,107 16.39 227 9.18
2025-08-28 NP WFIVX - Wilshire 5000 Index Fund Investment Class 1,320 9.45 49 4.26
2025-08-08 13F Arcadia Investment Management Corp/mi 62,200 -1.51 2,310 -7.45
2025-08-21 NP SMOT - VanEck Morningstar SMID Moat ETF 66,637 -18.05 2,475 -23.02
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 2,182 6
2025-07-17 13F Beacon Capital Management, LLC 11 -81.67 0 -100.00
2025-08-14 13F SWAN Capital LLC 401 220.80 15 250.00
2025-07-31 13F Caitong International Asset Management Co., Ltd 287 11
2025-08-12 13F Providence Wealth Advisors, LLC 6,835 0.00 262 -2.97
2025-08-28 NP SMINX - SIMT Tax-Managed International Managed Volatility Fund Class F 186,442 -52.29 500 -46.81
2025-05-12 13F Sandy Spring Bank 58 -64.63 2 -60.00
2025-08-29 NP DTD - WisdomTree U.S. Total Dividend Fund N/A 17,258 -0.86 641 -6.98
2025-07-11 13F Pinnacle Bancorp, Inc. 423 0.00 16 -6.25
2025-08-14 13F Integrated Wealth Concepts LLC 0 -100.00 0
2025-07-31 13F City State Bank 380 0.00 14 -6.67
2025-08-14 13F Ubs Asset Management Americas Inc 2,852,839 16.98 105,954 9.91
2025-04-29 NP HESGX - Horizon ESG Defensive Core Fund Investor Class 4,548 4.62 173 -1.15
2025-08-22 NP FIIAX - Fidelity Advisor Mid Cap II Fund Class A 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 117,500 -50.61 4,364 -49.50
2025-06-24 NP BBEU - JPMorgan BetaBuilders Europe ETF 584,585 5.53 1,487 13.61
2025-08-14 13F Peak6 Llc Call 0 -100.00 0
2025-06-23 NP UMPIX - Ultramid-cap Profund Investor Class 2,004 -26.89 82 -15.46
2025-08-04 13F HBK Sorce Advisory LLC 8,153 0.77 303 -5.33
2025-08-11 13F VSM Wealth Advisory, LLC 720 0.00 27 -7.14
2025-08-13 13F Brown Advisory Inc 101,023 -1.99 3,752 -7.93
2025-08-14 13F Peak6 Llc 0 -100.00 0
2025-08-05 13F Sigma Planning Corp 6,506 -0.03 242 -6.23
2025-08-06 13F O'Brien Greene & Co. Inc 8,114 0.00 301 -5.94
2025-08-14 13F Peak6 Llc Put 0 -100.00 0
2025-07-08 13F Rise Advisors, LLC 480 0.00 18 -5.56
2025-07-29 13F Stanley-Laman Group, Ltd. 6,144 19.81 228 12.87
2025-08-14 13F Raymond James Financial Inc 302,223 -9.50 11,225 -14.98
2025-08-26 NP GHTMX - Goldman Sachs International Tax-Managed Equity Fund Institutional 76,084 -94.54 205 -93.93
2025-05-13 13F Maple-Brown Abbott Ltd 2,384,087 94,251
2025-08-26 NP IFRA - iShares U.S. Infrastructure 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 525,287 21.89 19,509 14.52
2025-08-08 13F Everett Harris & Co /ca/ 15,000 0.00 557 -5.91
2025-05-06 13F Machina Capital S.a.s. 0 -100.00 0 -100.00
2025-08-11 13F Brown Brothers Harriman & Co 468 0.00 17 -5.56
2025-08-18 13F Geneos Wealth Management Inc. 1,866 -2.15 69 -8.00
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - World ex 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 460,303 0.00 1,171 7.64
2025-06-24 NP GUNR - FlexShares Morningstar Global Upstream Natural Resources 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 611,185 -8.98 25,138 5.52
2025-07-07 13F Bangor Savings Bank 583 0.87 22 -4.55
2025-08-26 NP IUSV - iShares Core S&P U.S. 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 210,452 3.59 7,816 -2.67
2025-08-26 NP BTSMX - Boston Trust SMID Cap Fund 235,567 -4.51 8,749 -10.29
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. 0 0
2025-08-28 NP IWR - iShares Russell Mid-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 953,524 12.01 35,414 5.24
2025-07-25 13F Johnson Investment Counsel Inc 7,488 5.39 278 -0.71
2025-07-30 13F Securian Asset Management, Inc 19,641 2.84 729 -3.32
2025-08-14 13F ICW Investment Advisors LLC 0 -100.00 0
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 219,773 0.00 9,039 15.93
2025-05-02 13F Capital A Wealth Management, LLC 0 -100.00 0
2025-08-07 13F Illinois Municipal Retirement Fund 0 -100.00 0
2025-08-11 13F Delta Asset Management Llc/tn 560 0.00 21 -9.09
2025-08-15 13F/A Rakuten Securities, Inc. 2 100.00 0
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 96,736 4.84 4 0.00
2025-08-14 13F Quarry LP 3,055 -6.72 113 -12.40
2025-08-29 NP SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 3,662 0.00 136 -5.56
2025-07-28 NP QINT - American Century Quality Diversified International 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 200,237 15.90 520 32.06
2025-07-07 13F First Community Trust Na 802 0.00 30 -6.45
2025-07-07 13F Investors Research Corp 35,350 0.00 1,313 -6.08
2025-08-11 13F GW&K Investment Management, LLC 716,387 -1.96 27 -7.14
2025-08-11 13F Raiffeisen Bank International AG 29,547 -2.19 1,096 -7.67
2025-08-04 13F Hantz Financial Services, Inc. 2,994 1,042.75 0
2025-06-30 NP CGW - Invesco S&P Global Water Index 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 902,014 -21.30 37,100 -8.77
2025-08-14 13F Glenmede Investment Management, LP 94,966 3,527
2025-06-23 NP PMPRX - MidCap Value Fund I R-3 7,438 -5.91 306 8.93
2025-08-29 NP DON - WisdomTree U.S. MidCap Dividend Fund N/A 580,402 0.95 21,556 -5.15
2025-08-27 NP RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 214 -15.75 8 -30.00
2025-06-25 NP FXU - First Trust Utilities 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 1,280,311 335.32 52,659 404.69
2025-07-22 13F Belpointe Asset Management LLC 16,984 -0.43 631 -6.53
2025-07-24 13F IFP Advisors, Inc 1,083 -2.43 57 30.23
2025-08-22 NP FIMVX - Fidelity Mid 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 44,465 56.11 1,651 46.76
2025-08-14 13F FIL Ltd 1,757,701 -27.43 65,281 -31.82
2025-08-20 NP QMHIX - AQR Managed Futures Strategy HV Fund Class I Short -27,543 -136.21 -1,023 -600.98
2025-04-29 13F Lee Danner & Bass Inc 0 -100.00 0
2025-06-26 NP PJRAX - PGIM QMA INTERNATIONAL EQUITY FUND Class A 0 -100.00 0 -100.00
2025-04-24 13F Bartlett & Co. Wealth Management Llc 0 -100.00 0
2025-08-13 13F ExodusPoint Capital Management, LP 92,733 -58.40 3 -62.50
2025-07-24 NP FMCDX - Fidelity Advisor Stock Selector Mid Cap Fund Class A 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 76,200 2,936
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 6,860,423 0.14 254,796 -5.91
2025-07-30 13F D.a. Davidson & Co. 14,760 -1.82 548 -7.74
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 72,936 7.23 2,709 0.74
2025-06-25 NP DGRO - iShares Core Dividend 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 609,327 -5.84 25,062 9.15
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 9,020,871 4.39 335,035 -1.92
2025-07-09 13F GSG Advisors LLC 7,797 0.00 290 -1.70
2025-08-20 NP AQMIX - AQR Managed Futures Strategy Fund Class I Short -29,921 -110.08 -1,111 -239.05
2025-07-10 13F Secure Asset Management, LLC 34,463 -34.31 1,280 -38.30
2025-08-22 NP MBAAX - Global Strategist Portfolio Class A Shares 933 -2.41 35 -8.11
2025-07-29 NP SGMAX - SIIT Global Managed Volatility Fund Class A 2,477,500 0.00 6,432 13.76
2025-06-26 NP TIEIX - TIAA-CREF Equity Index Fund Institutional Class 231,806 18.05 9,534 36.85
2025-08-06 13F First Horizon Advisors, Inc. 273 -57.08 10 -60.00
2025-08-26 NP FKUTX - Franklin Utilities Fund Class A1 1,050,000 16.67 38,997 9.61
2025-07-29 13F Stratos Wealth Partners, LTD. 5,644 210
2025-08-29 NP SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 8,329 0.00 309 -6.08
2025-08-27 NP HCIGX - The Institutional Growth Equity Portfolio HC Strategic Shares 31,326 39.07 1,163 30.67
2025-07-30 13F Exencial Wealth Advisors, Llc 9,901 368
2025-08-29 NP DDWM - WisdomTree Dynamic Currency Hedged International Equity Fund N/A 173,141 54.94 464 73.13
2025-07-25 NP PEDGX - EDGE MidCap Fund Institutional 32,929 -11.66 1,269 -10.39
2025-08-11 13F Frank, Rimerman Advisors LLC 8,244 306
2025-07-28 13F Kiker Wealth Management, LLC 175 0.00 6 0.00
2025-08-12 13F Agp Franklin, Llc 38,510 187.52 1,430 167.79
2025-07-24 13F Blair William & Co/il 24,011 3.80 892 -2.52
2025-06-18 NP GMXAX - Nationwide Mid Cap Market Index Fund Class A 46,422 -6.18 1,909 8.77
2025-08-13 13F Ostrum Asset Management 65,747 285.64 2,442 262.70
2025-08-08 13F Financial Gravity Companies, Inc. 10 -79.17 0 -100.00
2025-06-25 NP DIVB - iShares U.S. Dividend and Buyback 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 2,847 38.81 117 62.50
2025-07-31 13F Ingalls & Snyder Llc 16,103 19.61 1
2025-08-19 13F Newbridge Financial Services Group, Inc. 26 0.00 1 -100.00
2025-08-22 NP BEARX - Federated Prudent Bear Fund Class A Shares This fund is a listed as child fund of Federated Hermes, 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 Short -1,500 -56
2025-08-11 13F Public Employees Retirement Association Of Colorado 396,797 0.00 15 -6.67
2025-08-14 13F Aquatic Capital Management LLC 59,119 570.21 2,196 530.75
2025-08-13 13F Groupe la Francaise 9,167 340
2025-08-29 NP STXD - Strive 1000 Dividend Growth ETF 786 -4.26 29 -9.37
2025-06-10 13F Birchbrook, Inc. 0 -100.00 0
2025-08-26 NP QCSCRX - Social Choice Account Class R1 4,761 0.00 177 -6.38
2025-07-30 NP AFOCX - Archer Focus Fund 6,380 246
2025-08-14 13F Nissay Asset Management Corp /japan/ /adv 32,936 2.37 1,223 -3.78
2025-08-15 13F United Services Automobile Association 0 -100.00 0
2025-08-28 NP ONEO - SPDR Russell 1000 Momentum Focus 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 1,699 14.26 63 8.62
2025-07-17 13F Halbert Hargrove Global Advisors, Llc 0 -100.00 0
2025-05-15 13F Glenmede Trust Co Na 99,429 103.86 3,930 121.91
2025-06-26 NP TILVX - TIAA-CREF Large-Cap Value Index Fund Institutional Class 108,037 0.11 4,444 16.04
2025-07-28 13F BRYN MAWR TRUST Co 46,014 -14.22 1,709 -19.43
2025-07-09 13F Bruce G. Allen Investments, LLC 339 -9.36 13 -14.29
2025-08-08 13F Abn Amro Investment Solutions 220,504 -6.66 8,190 -12.30
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 221,852 3.19 8,240 -3.05
2025-08-28 NP SPMD - SPDR(R) Portfolio Mid 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 1,166,602 4.34 43,328 -1.97
2025-08-07 13F Kempen Capital Management N.v. 43,789 1,202.47 1,626 1,131.82
2025-08-29 NP STXM - Strive Mid-Cap ETF 1,333 6.38 50 0.00
2025-07-28 NP QVMM - Invesco S&P MidCap 400 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 30,946 -9.08 1,192 -7.74
2025-05-01 13F Bleakley Financial Group, LLC 0 -100.00 0 -100.00
2025-07-21 13F Crews Bank & Trust 2,473 0.00 92 -6.19
2025-07-22 NP GUSA - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 8,568 -8.77 330 -7.30
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 41,119 12.74 111 26.44
2025-08-25 NP BILD - Macquarie Global Listed Infrastructure ETF 4,264 10.41 158 3.95
2025-08-28 NP SPTM - SPDR(R) Portfolio Total Stock Market 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 42,468 2.25 1,577 -3.90
2025-08-12 13F Legal & General Group Plc 3,488,920 4.06 129,578 -2.23
2025-08-26 NP FIW - First Trust Water 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 1,649,596 0.57 61,266 -5.51
2025-08-28 NP Elevation Series Trust - RiverNorth Patriot ETF 414 15
2025-07-29 NP SIXL - 6 Meridian Low Beta Equity Strategy ETF 20,791 4.79 801 6.37
2025-08-08 13F Avantax Advisory Services, Inc. 164,675 9.82 6,116 3.19
2025-08-26 NP EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 18,117 -6.17 673 -11.93
2025-06-26 NP DFAI - Dimensional International Core Equity Market ETF 746,245 0.00 1,899 7.17
2025-08-12 13F CenterBook Partners LP 58,896 408.60 2,187 378.56
2025-07-21 13F Quent Capital, LLC 0 -100.00 0
2025-07-30 13F LGT Financial Advisors LLC 4 0
2025-08-25 NP MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class 51,307 -1.79 1,906 -7.75
2025-06-27 NP MIDU - Direxion Daily Mid Cap Bull 3X Shares 4,357 -24.12 179 -11.82
2025-05-12 13F Virtu Financial LLC 0 -100.00 0
2025-04-24 NP BLACKROCK FUNDS - BlackRock Infrastructure Sustainable Opportunities 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 4,997 190
2025-08-14 13F Stifel Financial Corp 285,635 -3.10 10,608 -8.96
2025-08-27 NP JNL SERIES TRUST - JNL International Index Fund (I) 254,726 37.76 687 54.16
2025-06-25 NP BKMC - BNY Mellon US Mid Cap Core Equity ETF 28,626 -32.16 1,177 -21.38
2025-08-14 13F Meiji Yasuda Asset Management Co Ltd. 260,847 -8.57 9,688 -14.11
2025-06-27 NP PASIX - PACE Alternative Strategies Investments Class A 0 -100.00 0 -100.00
2025-07-24 13F Eastern Bank 4,952 0.00 184 -6.15
2025-08-26 NP TFPN - Blueprint Chesapeake Multi-Asset Trend ETF 15,532 577
2025-08-08 13F Larson Financial Group LLC 423 391.86 16 400.00
2025-03-28 NP NSFDX - Natixis Sustainable Future 2020 Fund Class N 32 -30.43 1 0.00
2025-08-06 13F Rialto Wealth Management, LLC 27 -38.64 1 0.00
2025-07-09 13F Procyon Private Wealth Partners, LLC 8,746 -4.38 325 -10.25
2025-08-13 13F Pictet Asset Management Holding SA 5,339,428 -18.26 198,306 -23.21
2025-06-25 NP EMLP - First Trust North American Energy Infrastructure 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 411,809 2.01 16,938 18.26
2025-08-11 13F Private Advisor Group, LLC 76,777 7.53 2,852 1.03
2025-05-15 13F Activest Wealth Management 0 -100.00 0
2025-08-14 13F Cibc World Markets Corp 10,900 -8.18 405 -13.86
2025-08-14 13F Bridgefront Capital, LLC 9,150 -50.29 340 -53.37
2025-07-22 13F Cedar Mountain Advisors, LLC 168 0.60 6 0.00
2025-07-24 13F Us Bancorp \de\ 15,179 6.62 564 0.18
2025-08-29 NP OPPE - WisdomTree Europe Hedged SmallCap Equity Fund N/A 0 -100.00 0 -100.00
2025-07-17 13F Blossom Wealth Management 17,685 0.40 657 -5.75
2025-08-06 13F Fox Run Management, L.l.c. 0 -100.00 0
2025-05-14 13F T. Rowe Price Investment Management, Inc. 0 -100.00 0
2025-07-23 13F Friedenthal Financial 300 -98.73 11 -98.82
2025-08-07 13F Magellan Asset Management Ltd 199,359 -0.53 7,404 -6.54
2025-08-01 13F Teacher Retirement System Of Texas 39,740 4.22 1,476 -2.12
2025-08-12 13F Inceptionr Llc 16,115 104.40 599 92.28
2025-07-02 13F Capital Market Strategies LLC 12,100 -14.18 449 -19.39
2025-03-28 NP NSFLX - Natixis Sustainable Future 2055 Fund Class N 300 3.45 11 -9.09
2025-07-28 NP RWK - Invesco S&P MidCap 400 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 17,792 -15.73 686 -14.48
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 480 0.00 18 -5.56
2025-07-22 13F Penobscot Investment Management Company, Inc. 18,975 0.00 705 -6.13
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 3,965,734 2.16 147,287 -4.02
2025-08-08 13F Creative Planning 197,391 148.65 7,331 133.62
2025-08-14 13F Weiss Asset Management LP 434,672 16,144
2025-08-14 13F Susquehanna International Group, Llp Put 23,100 7.94 858 1.42
2025-08-14 13F Susquehanna International Group, Llp 21,431 -61.48 796 -63.85
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 64,938 0.00 175 11.54
2025-07-30 NP NEXTX - Shelton Green Alpha Fund 38,400 -4.00 1,480 -2.63
2025-08-29 NP GCAEX - The Gabelli Equity Income Fund Class A 3,600 0.00 134 -6.34
2025-08-27 NP Jnl Series Trust - Jnl/mellon Utilities Sector Fund (a) 122,307 15.44 4,542 8.45
2025-08-12 13F Pacer Advisors, Inc. 0 -100.00 0
2025-06-26 NP TDFAX - Transamerica Dividend Focused A 58,090 0.00 2,389 15.91
2025-08-13 13F First Trust Advisors Lp 4,158,376 0.01 154,442 -6.04
2025-07-31 13F State of New Jersey Common Pension Fund D 75,984 0.00 2,822 -6.03
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 956,523 -8.69 39,342 5.85
2025-08-08 13F EagleClaw Capital Managment, LLC 11,052 0.00 410 -5.96
2025-08-14 13F Wexford Capital Lp 33,564 1,247
2025-03-28 NP NSFHX - Natixis Sustainable Future 2040 Fund Class N 324 -4.99 11 -15.38
2025-08-04 13F Assetmark, Inc 4,474 2.57 166 -3.49
2025-08-14 13F Susquehanna International Group, Llp Call 99,900 603.52 3,710 561.32
2025-07-31 13F Ag2r La Mondiale Gestion D'actifs 15,521 0.00 576 -3.68
2025-04-08 13F Lowe Wealth Advisors, LLC 0 -100.00 0
2025-08-14 13F Jain Global LLC 24,612 914
2025-07-23 13F Trifecta Capital Advisors, LLC 47 2
2025-07-21 13F Barrett & Company, Inc. 500 0.00 19 -5.26
2025-08-14 13F Glen Eagle Advisors, LLC 9,427 0.01 350 -5.91
2025-08-12 13F SRS Capital Advisors, Inc. 542 0.18 20 -4.76
2025-06-27 NP PHO - Invesco Water Resources 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 1,382,215 -11.89 56,851 2.14
2025-03-28 NP GIZAX - Invesco Global Infrastructure Fund Class A 37,777 -1.44 1,340 -9.40
2025-08-26 NP WSBFX - Walden Balanced Fund 22,500 836
2025-06-26 NP PQCCX - PGIM QMA Mid-Cap Core Equity Fund Class R6 1,130 11.88 46 31.43
2025-08-06 13F Stone House Investment Management, LLC 12 0
2025-08-15 NP MBEQX - M International Equity Fund 62,353 0.00 168 11.33
2025-07-21 13F ASR Vermogensbeheer N.V. 79,987 378.59 2,971 350.00
2025-08-12 13F Gitterman Wealth Management, LLC 11,961 3.87 444 -2.42
2025-05-15 13F Fieldview Capital Management, LLC 0 -100.00 0
2025-08-12 13F Mediolanum International Funds Ltd 13,118 17.39 484 10.25
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 16,955 0.00 697 15.97
2025-08-26 NP EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 22,627 0.17 840 -5.83
2025-07-11 13F Seacrest Wealth Management, Llc 7,385 -6.68 274 -12.18
2025-06-25 NP DPREX - Delaware Global Listed Real Assets Fund CLASS A 17,135 -34.35 705 -23.97
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y 350,600 -66.11 944 -62.14
2025-06-26 NP SCZ - iShares MSCI EAFE 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 5,002,081 1.29 12,722 9.08
2025-04-25 13F Northcape Wealth Management, Llc 0 -100.00 0
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 60,726 2.52 2,255 -3.67
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 19,438 -4.64 749 -3.36
2025-07-17 13F Alpine Bank Wealth Management 2,082 0.00 77 -6.10
2025-08-20 NP QHFRX - AQR MS Fusion HV Fund Class R6 Short -397 -15
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 1,536 -2.97 57 -8.06
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 7,992 -3.22 329 12.33
2025-08-11 13F Anfield Capital Management, LLC 240 9
2025-08-06 13F Commonwealth Equity Services, Llc 207,742 -14.85 8 -22.22
2025-08-12 13F Elo Mutual Pension Insurance Co 30,380 1,128
2025-08-05 13F Huntington National Bank 5,497 0.26 204 -5.56
2025-06-26 NP FSISX - Fidelity SAI International Small Cap Index Fund 430,744 -4.25 1,093 2.44
2025-08-12 13F LPL Financial LLC 283,500 -4.00 10,529 -9.80
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 1,977 16.64 73 8.96
2025-08-01 13F Bessemer Group Inc 776 9.76 0
2025-07-23 13F High Note Wealth, LLC 0 -100.00 0
2025-08-14 13F Two Sigma Investments, Lp 27,255 1,012
2025-06-26 NP BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C 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 74,076 3,047
2025-08-14 13F Blackhill Capital Inc 26,041 0.00 967 -6.03
2025-07-28 NP XMLV - Invesco S&P MidCap 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 255,185 0.87 9,832 2.33
2025-08-29 NP STXV - Strive 1000 Value ETF 1,076 -5.70 40 -13.33
2025-08-14 13F DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 143,325 -63.01 5,323 -65.25
2025-07-28 NP VCGAX - Growth & Income Fund 3,124 0.00 120 1.69
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 558 131.54 21 122.22
2025-08-04 13F Atria Investments Llc 19,350 135.89 719 114.97
2025-08-04 13F Keybank National Association/oh 15,130 2.79 562 -3.44
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity 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 1,053,396 0.00 2,679 7.72
2025-07-18 13F SOA Wealth Advisors, LLC. 281 -35.99 10 -41.18
2025-05-15 13F Cullen Capital Management, LLC 26,704 54.56 1,056 68.26
2025-08-26 NP WAMFX - Walden Midcap Fund 88,650 1.62 3,292 -4.52
2025-04-25 NP VMFGX - Vanguard S&P Mid-Cap 400 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 0 -100.00 0 -100.00
2025-08-05 13F SS&H Financial Advisors, Inc. 11,074 0.00 411
2025-07-29 NP CAVAX - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A) 1,211 0.00 47 2.22
2025-08-13 13F Holos Integrated Wealth LLC 20,455 0.00 793 -1.86
2025-07-15 13F Covea Finance 65,800 90.72 2,444 79.24
2025-08-28 NP Humankind Benefit Corp - Humankind US Stock ETF 4,389 16.92 163 10.14
2025-04-22 13F Castleview Partners, Llc 0 -100.00 0
2025-06-24 NP SFLNX - Schwab Fundamental US Large 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 15,788 61.55 649 87.57
2025-08-19 13F Asset Dedication, LLC 1,677 0.00 62 -6.06
2025-07-25 13F Cwm, Llc 15,687 33.54 1
2025-06-26 NP DFIC - Dimensional International Core Equity 2 ETF 1,982,525 0.00 5,046 7.14
2025-08-13 13F Quadrant Capital Group Llc 18,480 5.77 686 -0.58
2025-08-11 13F Duff & Phelps Investment Management Co 2,142,795 -11.23 79,583 -16.59
2025-08-28 NP New Age Alpha Funds Trust - NAA Opportunity Fund Class C 1,717 12.15 64 5.00
2025-08-28 NP VYSVX - Vericimetry U.S. Small Cap Value Fund 0 -100.00 0 -100.00
2025-08-14 13F Atom Investors LP 147,774 2.81 5,488 -3.40
2025-08-26 NP BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 57,273 362.55 2,127 373.72
2025-08-14 13F Lombard Odier Asset Management (Switzerland) SA 16,089 0.00 598 -5.98
2025-08-11 13F Principal Securities, Inc. 1,903 -22.99 71 -21.35
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 992,534 -7.23 36,863 -12.84
2025-05-12 13F Longfellow Investment Management Co Llc 0 -100.00 0
2025-08-14 13F BTG Pactual Asset Management US LLC 99,486 3,695
2025-08-07 13F ProShare Advisors LLC 830,786 -11.04 30,855 -16.42
2025-06-25 NP FNK - First Trust Mid Cap Value AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 14,658 -20.00 603 -7.38
2025-06-26 NP DFIEX - International Core 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 6,174,034 0.00 15,702 7.70
2025-05-27 NP GFSYX - Strategic Alternatives Fund Institutional -55 8.00
2025-07-18 13F Ledgewood Wealth Advisors, LLC 0 -100.00 0
2025-08-14 13F Engineers Gate Manager LP 38,759 171.31 1,440 155.14
2025-08-20 NP QMFNX - AQR MS Fusion Fund Class N Short -356 -13
2025-08-27 NP RYMDX - Mid-Cap 1.5x Strategy Fund Class H 764 -7.06 28 -12.50
2025-07-21 13F TFG Advisers LLC 28,182 -2.05 1,047 -8.00
2025-07-29 NP EBI - Longview Advantage ETF 4,194 162
2025-08-14 13F Ieq Capital, Llc 12,333 0.52 458 -5.37
2025-08-28 NP SIFAX - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 1,192 -48.99 44 -52.17
2025-07-10 13F Sumitomo Mitsui DS Asset Management Company, Ltd 26,161 -0.85 972 -6.81
2025-08-28 NP SPEU - SPDR(R) Portfolio Europe 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 76,880 -41.14 206 -34.19
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 1,201 15.59 49 36.11
2025-08-14 13F Mariner, LLC 67,460 26.37 2,505 18.72
2025-08-25 NP MAINSTAY VP FUNDS TRUST - MainStay VP Cushing Renaissance Advantage Portfolio Initial Class 23,274 7.25 864 0.82
2025-07-24 NP BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL 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 255,431 -25.55 663 -15.00
2025-07-25 13F Mitchell Sinkler & Starr/pa 13,167 -5.26 489 -10.93
2025-07-07 13F Trust Co 200 0.00 7 0.00
2025-08-27 NP JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 290,621 0.40 10,794 -5.67
2025-08-15 13F WealthCollab, LLC 92 0.00 3 0.00
2025-06-25 NP ECLN - First Trust EIP Carbon Impact 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 2,427 0.00 100 15.12
2025-05-27 NP Advanced Series Trust - Ast International Growth Portfolio 0 -100.00 0 -100.00
2025-07-21 13F 111 Capital 13,984 519
2025-07-30 13F First Citizens Bank & Trust Co 12,749 473
2025-06-18 NP RTSSX - Tax-Managed U.S. Mid & Small Cap Fund Class S 59,312 -31.85 2,440 -21.02
2025-05-28 NP THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 0 -100.00 0 -100.00
2025-06-26 NP JHML - John Hancock Multifactor Large Cap ETF 7,469 9.28 307 26.86
2025-08-27 NP JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 20,112 90.00 54 116.00
2025-08-12 13F Trexquant Investment LP 129,517 218.76 4,810 199.50
2025-08-26 NP IWS - iShares Russell Mid-Cap 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 403,209 2.05 14,975 -4.12
2025-07-22 NP GSID - Goldman Sachs MarketBeta International Equity ETF 70,046 -3.55 182 9.70
2025-08-04 13F Retirement Systems of Alabama 359,325 2.20 13,345 -3.98
2025-07-11 13F Assenagon Asset Management S.A. 153,550 59.18 5,703 49.54
2025-06-26 NP FITMX - Fidelity SAI International Momentum 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 316,709 -14.38 803 -8.33
2025-07-17 13F Robbins Farley Llc 375 0.00 14 -7.14
2025-08-27 NP PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 0 -100.00 0 -100.00
2025-08-27 NP FAIEX - PFM Multi-Manager International Equity Fund Institutional Class 0 -100.00 0 -100.00
2025-06-26 NP NUMV - Nuveen ESG Mid-Cap Value ETF This fund is a listed as child fund of Nuveen Asset Management, 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 153,369 9.76 6,308 27.25
2025-07-15 13F Town & Country Bank & Trust CO dba First Bankers Trust CO 8,035 0.00 298 -5.99
2025-03-28 NP NSFGX - Natixis Sustainable Future 2035 Fund Class N 198 -23.55 7 -22.22
2025-04-02 13F Marcum Wealth, LLC 8,734 -4.95 345 3.60
2025-08-05 13F Carolinas Wealth Consulting Llc 0 -100.00 0 -100.00
2025-08-12 13F Tokio Marine Asset Management Co Ltd 12,661 0.00 470 -6.00
2025-08-14 13F Twinbeech Capital Lp 19,035 76.89 707 66.12
2025-06-25 NP IQRA - IQ CBRE Real Assets ETF 1,491 26.14 61 48.78
2025-07-11 13F/A Livforsakringsbolaget Skandia, Omsesidigt 8,100 0.00 301 -6.25
2025-07-29 NP BLES - Inspire Global Hope ETF 7,679 -8.44 296 -7.23
2025-08-26 NP BTMFX - Boston Trust Midcap Fund 118,800 -3.71 4,412 -9.53
2025-08-26 NP EFRA - iShares Environmental Infrastructure and Industrials ETF 5,076 6.86 189 0.53
2025-03-26 NP TAISX - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 0 -100.00 0 -100.00
2025-07-29 NP WEUSX - Siit World Equity Ex-us Fund - Class A 2,115,117 23.44 5,491 40.45
2025-08-12 13F/A Cozad Asset Management Inc 6,000 0.00 223 -6.33
2025-08-27 NP TPDAX - Timothy Plan Defensive Strategies Fund Class A 1,577 0.00 59 -6.45
2025-08-14 13F Millennium Management Llc 795,816 1,730.89 29,557 1,620.37
2025-08-14 13F Voloridge Investment Management, Llc 0 -100.00 0
2025-08-14 13F Kovitz Investment Group Partners, LLC 0 -100.00 0
2025-06-26 NP IXUS - iShares Core MSCI Total International Stock 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 2,026,655 0.67 5,154 8.41
2025-05-14 13F Susquehanna Fundamental Investments, Llc 0 -100.00 0
2025-05-15 13F Magnetar Financial LLC 0 -100.00 0
2025-08-28 NP GMSMX - GuideMark(R) Small/Mid Cap Core Fund Service Shares 843 0.00 31 -6.06
2025-07-29 13F Mutual Of America Capital Management Llc 128,260 -1.36 4,764 -7.33
2025-08-14 13F Balyasny Asset Management Llc 1,271,201 1,572.37 47,212 1,471.64
2025-07-14 13F Toth Financial Advisory Corp 110,295 18.94 4,096 11.76
2025-08-14 13F Adage Capital Partners Gp, L.l.c. 425,000 15,784
2025-07-29 13F Spirit Of America Management Corp/ny 28,350 20.13 1,053 12.88
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 46,702 -1.06 1,921 14.70
2025-08-13 13F Thematics Asset Management 412,726 -6.78 15,329 -12.41
2025-07-23 NP IMCVX - Voya Multi-Manager Mid Cap Value Fund Class I 1,785 -7.70 69 -6.85
2025-08-13 13F Guggenheim Capital Llc 110,849 26.93 4,117 19.24
2025-08-20 NP QRPNX - AQR Alternative Risk Premia Fund Class N 266,860 -4,384.84 719 -391.87
2025-06-26 NP FEQHX - Fidelity Hedged Equity Fund 3,408 69.81 140 97.18
2025-08-14 13F Mercer Global Advisors Inc /adv 37,251 17.75 1,383 10.64
2025-08-26 NP Spdr S&p Midcap 400 Etf Trust 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 2,025,042 0.39 75,210 -5.68
2025-08-13 13F Cerity Partners LLC 36,572 12.27 1,358 5.52
2025-08-19 13F Cape Investment Advisory, Inc. 174 0.00 6 0.00
2025-04-11 13F First Affirmative Financial Network 9,414 -5.80 372 2.76
2025-07-22 NP GXUS - Goldman Sachs MarketBeta(R) Total International Equity ETF 25,835 0.00 67 13.79
2025-08-13 13F Federated Hermes, Inc. 20,542 -0.03 763 -6.16
2025-07-14 13F Clear Harbor Asset Management, LLC 39,954 0.66 1,484 -5.48
2025-07-31 13F Quest Partners LLC 0 -100.00 0
2025-08-29 NP Cantor Fitzgerald Sustainable Infrastructure Fund 31,110 0.00 1,155 -6.02
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 50,076 0.74 1,860 -5.35
2025-08-29 NP DHS - WisdomTree U.S. High Dividend Fund N/A 15,283 2.00 568 -4.22
2025-08-25 NP MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 127,584 -0.84 4,738 -6.82
2025-08-28 NP WDIV - SPDR S&P Global 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 742,562 8.34 1,992 20.89
2025-06-25 NP RFEU - First Trust RiverFront Dynamic Europe 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 20,931 1.80 53 10.42
2025-07-31 13F Brighton Jones Llc 13,483 -25.63 501 -30.17
2025-07-31 13F Whipplewood Advisors, LLC 8 100.00 0
2025-08-12 13F Ci Investments Inc. 3,920 -26.74 0
2025-07-25 NP SCHB - Schwab U.S. Broad Market 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 145,295 0.17 5,598 1.63
2025-08-08 13F Crossmark Global Holdings, Inc. 18,084 1.82 672 -4.42
2025-05-14 13F State of Wyoming 0 -100.00 0
2025-08-14 13F First Manhattan Co 152,621 -1.29 5,668 -7.26
2025-08-12 13F O'shaughnessy Asset Management, Llc 35,792 -0.77 1,329 -6.74
2025-08-27 NP BBTSX - Bridge Builder Tax Managed Small/Mid Cap Fund 30,335 0.00 1,127 -6.09
Other Listings
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