MV6 - MVB Financial Corp. Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham (DB)

MVB Financial Corp.
DE ˙ DB ˙ US5538101024
€ 20.60 ↑0.20 (0.98%)
2025-09-05
BAHAGING PRESYO
Mga Batayang Estadistika
Pemilik Institusional 230 total, 230 long only, 0 short only, 0 long/short - change of -4.96% MRQ
Harga Saham 20.60
Alokasi Portofolio Rata-rata 0.0368 % - change of 18.49% MRQ
Jumlah Saham Beredar shares (source: Capital IQ)
Saham Institusional (Jangka Panjang) 7,876,210 - 61.86% (ex 13D/G) - change of -0.39MM shares -4.77% MRQ
Nilai Institusional (Jangka Panjang) $ 173,543 USD ($1000)
Kepemilikan Institusional dan Pemegang Saham

MVB Financial Corp. (DE:MV6) memiliki 230 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 7,876,210 saham. Pemegang saham terbesar meliputi Wellington Management Group Llp, BlackRock, Inc., Vanguard Group Inc, TimesSquare Capital Management, LLC, Dimensional Fund Advisors Lp, Banco Santander, S.A., VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, IWM - iShares Russell 2000 ETF, Geode Capital Management, Llc, and Fourthstone LLC .

Struktur kepemilikan institusional MVB Financial Corp. (DB:MV6) 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 20.60 / share. Previously, on September 6, 2024, the share price was 17.80 / share. This represents an increase of 15.73% over that period.

DE:MV6 / MVB Financial 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
(%)
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 499 0.00 11 37.50
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 22,501 26.32 384 10.37
2025-08-14 13F Two Sigma Investments, Lp 0 -100.00 0
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 898 0.00 18 6.25
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 8,282 0.00 141 -12.42
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 11,624 -17.86 198 -28.26
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 6,050 22.72 136 60.00
2025-08-11 13F Empowered Funds, LLC 15,366 8.64 346 41.80
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 2,685 0.00 46 -13.46
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 2,840 0.00 56 5.77
2025-08-14 13F Citadel Advisors Llc Put 0 -100.00 0
2025-07-29 NP VRTTX - Vanguard Russell 3000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,009 0.00 20 5.56
2025-08-14 13F Alliancebernstein L.p. 55,331 5.23 1,247 36.92
2025-08-13 13F MetLife Investment Management, LLC 6,576 0.00 148 30.97
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 5,467 0.00 93 -12.26
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 29,253 6.21 499 -7.08
2025-08-13 13F Endeavour Capital Advisors Inc 188,019 0.00 4,236 30.10
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 19,753 0.00 445 30.12
2025-08-13 13F Natixis Advisors, L.p. 10,827 -6.45 0
2025-08-14 13F Fourthstone LLC 259,356 275.16 5,843 388.14
2025-08-12 13F Deutsche Bank Ag\ 6,468 -38.43 146 -19.89
2025-07-28 NP VCSLX - Small Cap Index Fund 4,878 11.29 95 17.28
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 2,086 0.00 36 -12.50
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 20,795 0.00 355 -12.59
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 5,548 -0.75 125 29.17
2025-08-13 13F Russell Investments Group, Ltd. 41 0.00 1
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 430 0.00 8 14.29
2025-08-29 NP TSCIX - AMG TimesSquare Small Cap Growth Fund Class Z 31,000 -26.19 698 -3.99
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 26,200 2.49 447 -10.44
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 408 0.00 8 0.00
2025-05-19 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 0 -100.00 0 -100.00
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 21,875 0.00 428 5.69
2025-07-28 NP URTY - ProShares UltraPro Russell2000 840 -28.33 16 -23.81
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 1,120 0.00 25 31.58
2025-08-14 13F State Street Corp 234,679 0.14 5,287 30.25
2025-08-14 13F Citadel Advisors Llc Call 0 -100.00 0
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 974 0.00 17 -15.79
2025-08-01 13F First National Trust Co 16,101 0.00 363 30.22
2025-07-25 13F Sippican Capital Advisors 42,755 12.00 963 45.69
2025-08-27 NP Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 579 0.00 13 30.00
2025-07-14 13F GAMMA Investing LLC 750 144.30 17 220.00
2025-08-26 NP TLSTX - Stock Index Fund 142 0.00 3 50.00
2025-04-15 13F Assenagon Asset Management S.A. 0 -100.00 0
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 194 -3.96 4 0.00
2025-08-26 NP PEXMX - T. Rowe Price Extended Equity Market Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8,608 -41.11 194 -23.72
2025-08-14 13F Raymond James Financial Inc 1,412 32
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 59 0.00 1 0.00
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 930 -14.36 21 11.11
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 117 -29.94 2 -66.67
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 33,191 28.92 566 12.75
2025-08-13 13F Hsbc Holdings Plc 19,358 -20.20 438 4.29
2025-07-24 NP FNCMX - Fidelity Nasdaq Composite 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 7,160 0.00 140 6.06
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 12 0.00 0
2025-08-12 13F Legal & General Group Plc 1,042 10.50 23 43.75
2025-08-14 13F First Manhattan Co 28,500 0.00 642 30.22
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 7,586 -6.76 148 -1.33
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 116,530 3.59 1,988 -9.39
2025-08-28 NP TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 180 0.00 4 33.33
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 16,993 9.09 332 15.28
2025-08-07 13F Allworth Financial LP 596 13
2025-08-08 13F Pnc Financial Services Group, Inc. 10,234 2.34 231 32.95
2025-08-25 NP TMVAX - RBC Microcap Value Fund A Shares 7,200 0.00 162 30.65
2025-07-28 NP UWM - ProShares Ultra Russell2000 1,144 -18.75 22 -15.38
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 1,119 4.48 25 38.89
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 145 0.00 3 0.00
2025-08-14 13F D. E. Shaw & Co., Inc. 11,570 -7.96 261 19.82
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 65,713 1.42 1,285 7.26
2025-08-27 NP JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 2,938 0.00 66 32.00
2025-08-14 13F Jane Street Group, Llc 27,111 104.47 611 166.38
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 1,304 2.52 22 -8.33
2025-08-12 13F Nuveen, LLC 41,681 -11.41 939 15.36
2025-08-14 13F UBS Group AG 4,881 -3.14 110 25.29
2025-07-31 13F Nisa Investment Advisors, Llc 441 5,412.50 10
2025-06-26 NP USMIX - Extended Market Index Fund 1,307 -9.68 22 -21.43
2025-08-29 NP BSVO - EA Bridgeway Omni Small-Cap Value ETF 15,350 8.53 346 41.39
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 305,531 -8.42 6,884 19.12
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 400 0.00 9 50.00
2025-07-15 13F Fortitude Family Office, LLC 49 -16.95 1 0.00
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 2,183 0.00 49 32.43
2025-08-26 NP GSCYX - SMALL CAP EQUITY FUND Institutional 715 0.00 16 33.33
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 8,800 7.32 198 39.44
2025-08-08 13F/A Sterling Capital Management LLC 324 63.64 7 133.33
2025-04-15 13F SG Americas Securities, LLC 0 -100.00 0
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 2,480 21.39 42 7.69
2025-08-11 13F Vanguard Group Inc 634,044 -3.14 14,285 26.00
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 3,066 0.00 69 30.19
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 5,521 0.00 124 30.53
2025-08-11 13F Citigroup Inc 3,867 -51.36 87 -36.50
2025-08-14 13F Bridgeway Capital Management Inc 89,666 -45.24 2,020 -28.77
2025-07-24 13F IFP Advisors, Inc 28 2,700.00 1
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 57,679 9.16 1,128 15.57
2025-07-07 13F Versant Capital Management, Inc 494 11
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 11 -15.38 0
2025-08-12 13F Jpmorgan Chase & Co 5,593 -41.67 126 -24.10
2025-08-26 NP BRUSX - Ultra-Small Company Fund Class N 41,700 13.62 940 47.87
2025-08-12 13F Ameritas Investment Partners, Inc. 1,120 0.00 25 31.58
2025-08-12 13F Dimensional Fund Advisors Lp 447,611 7.89 10,085 40.35
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 23,321 0.00 398 -12.56
2025-08-15 13F Morgan Stanley 66,908 -32.29 1,507 -11.92
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 6,548 0.00 148 30.09
2025-08-06 13F True Wealth Design, LLC 4 -83.33 0
2025-08-11 13F Covestor Ltd 16 -55.56 0
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 95,555 -2.56 1,869 3.09
2025-07-15 13F Fifth Third Bancorp 550 0.00 12 33.33
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 7,777 -1.64 152 4.11
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 4,285 0.00 97 29.73
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 14,402 0.00 246 -12.50
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 502 0.00 11 37.50
2025-08-13 13F Jones Financial Companies Lllp 150 3
2025-08-12 13F BlackRock, Inc. 1,056,176 -6.43 23,796 21.71
2025-08-14 13F California State Teachers Retirement System 0 -100.00 0
2025-06-18 NP NWHDX - Nationwide Bailard Cognitive Value Fund Class A 3,600 -20.00 61 3.39
2025-06-03 13F CWM Advisors, LLC 0 -100.00 0
2025-08-14 13F Banc Funds Co Llc 62,789 -42.50 1,415 -25.22
2025-08-13 13F Cresset Asset Management, LLC 17,569 -0.23 396 29.51
2025-08-27 NP Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 23,900 -4.78 538 23.96
2025-08-12 13F Rhumbline Advisers 17,765 2.00 400 32.89
2025-04-21 13F Beacon Capital Management, LLC 0 -100.00 0 -100.00
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 42,884 0.00 732 -12.56
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 1,663 -25.16 37 -2.63
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 963 0.00 22 31.25
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 40 -2.44 1
2025-08-12 13F Prudential Financial Inc 53,495 -1.24 1,205 28.46
2025-06-27 NP RSSL - Global X Russell 2000 ETF 6,957 5.65 119 -7.81
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 132,060 -26.25 2,975 -4.06
2025-08-13 13F New York State Common Retirement Fund 4,796 0.00 0
2025-08-12 13F Corebridge Financial, Inc. 0 -100.00 0
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 8,542 0.00 146 -12.65
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 25,998 1.24 586 31.76
2025-07-18 13F Pure Financial Advisors, Inc. 84,824 0.00 1,911 30.09
2025-08-12 13F SRS Capital Advisors, Inc. 329 67.86 7 133.33
2025-08-26 NP Profunds - Profund Vp Small-cap 26 0.00 1
2025-07-17 13F City Holding Co 380 0.00 9 33.33
2025-08-12 13F American Century Companies Inc 108,634 -2.46 2,448 26.92
2025-08-14 13F Bnp Paribas Arbitrage, Sa 3,350 -63.63 75 -52.83
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 3,422 0.00 77 30.51
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 1,056 0.00 24 27.78
2025-08-14 13F Bank Of America Corp /de/ 27,563 -0.44 621 29.44
2025-06-26 NP TIEIX - TIAA-CREF Equity Index Fund Institutional Class 25,698 0.00 438 -12.57
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 48 6.67 1
2025-08-15 13F Great West Life Assurance Co /can/ 911 18.77 0
2025-08-14 13F Smartleaf Asset Management LLC 0 -100.00 0
2025-07-15 13F Public Employees Retirement System Of Ohio 1,659 0.00 37 32.14
2025-08-26 NP BOSVX - Omni Small-Cap Value Fund Class N 32,600 0.00 734 30.14
2025-08-14 13F Fmr Llc 13 -97.19 0 -100.00
2025-08-28 NP GMSMX - GuideMark(R) Small/Mid Cap Core Fund Service Shares 1,049 0.00 24 27.78
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 300 0.00 7 20.00
2025-05-23 NP BRSVX - Small-Cap Value Fund Class N 69,500 -9.15 1,204 -24.01
2025-07-25 13F Cwm, Llc 1,208 75.84 0
2025-06-26 NP DFUV - Dimensional US Marketwide Value ETF 716 0.00 12 -7.69
2025-08-14 13F Two Sigma Advisers, Lp 0 -100.00 0
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 4,992 -11.71 112 15.46
2025-08-15 13F Tower Research Capital LLC (TRC) 1,870 200.64 42 320.00
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 505 0.00 11 37.50
2025-05-13 13F Kennedy Capital Management, Inc. 0 -100.00 0
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 85 0.00 2 0.00
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 180,762 -11.97 4,073 14.51
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 16 -5.88 0
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 6,517 -2.54 147 26.96
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 3,997 0.00 78 6.85
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 1,821 10.63 36 16.67
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 2,520 77.46 57 133.33
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 1,500 0.00 26 -13.79
2025-08-13 13F EverSource Wealth Advisors, LLC 45 -47.67 1 0.00
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 2,094 14.36 47 51.61
2025-07-28 NP AVUS - Avantis U.S. Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,299 0.00 25 4.17
2025-07-11 13F AA Financial Advisors, LLC 75,000 0.00 1,690 30.02
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 3,791 0.00 85 30.77
2025-08-12 13F Proequities, Inc. 0 0
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 1,790 0.00 40 29.03
2025-08-07 13F Acadian Asset Management Llc 18,582 -5.93 0
2025-08-26 NP QABA - First Trust NASDAQ ABA Community Bank 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 8,293 6.73 187 38.81
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 1,082 19.69 24 60.00
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 101,476 -4.47 2,286 24.31
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 44,745 7.37 763 -6.15
2025-08-12 13F Coldstream Capital Management Inc 0 -100.00 0
2025-07-31 13F Hoge Financial Services, Llc 35,455 0.69 799 31.03
2025-07-24 13F McKinley Carter Wealth Services, Inc. 29,876 0.00 673 30.17
2025-08-14 13F Goldman Sachs Group Inc 44,810 -28.26 1,010 -6.66
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 5,300 0.00 119 30.77
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 2,713 8.91 61 41.86
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 2,400 0.00 47 4.55
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 2,600 0.00 44 -12.00
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 12,634 1.07 285 31.48
2025-08-29 NP DHS - WisdomTree U.S. High Dividend Fund N/A 5,535 2.03 125 33.33
2025-09-04 13F/A Advisor Group Holdings, Inc. 6,765 0.46 152 31.03
2025-08-14 13F Royal Bank Of Canada 8,674 -25.96 196 -3.45
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 3,798 16.22 86 51.79
2025-08-27 NP PIBAX - PGIM BALANCED FUND Class A 2,800 -9.68 63 18.87
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 6,308 -8.43 142 19.33
2025-08-28 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 1,257 0.00 28 33.33
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 4 0.00 0
2025-08-06 13F First Horizon Advisors, Inc. 300 0.00 7 20.00
2025-08-12 13F Charles Schwab Investment Management Inc 33,834 5.24 762 37.05
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 14,562 0.00 328 30.16
2025-08-13 13F Mount Yale Investment Advisors, LLC 1,000 23
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 2,441 17.75 55 54.29
2025-08-04 13F Amalgamated Bank 355 0.00 0
2025-08-04 13F Canton Hathaway, LLC 7,574 0.00 0
2025-08-12 13F Trexquant Investment LP 12,508 282
2025-08-08 13F SBI Securities Co., Ltd. 1 -50.00 0
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 19,012 63.00 324 42.73
2025-08-14 13F Wellington Management Group Llp 1,138,834 -0.82 25,658 29.01
2025-08-13 13F Northern Trust Corp 93,999 0.66 2,118 30.92
2025-08-12 13F Picton Mahoney Asset Management 0 -100.00 0
2025-08-14 13F Aqr Capital Management Llc 15,740 355
2025-08-12 13F J.w. Cole Advisors, Inc. 30,909 0.00 696 30.09
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 3 0.00 0
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 835 2.83 14 -6.67
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 1,668 0.00 38 32.14
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 865 0.00 15 -12.50
2025-08-28 NP SSBIX - State Street Balanced Index Fund Class K 142 0.00 3 50.00
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 69,341 2.45 1,183 -10.45
2025-07-23 NP CFSLX - Column Small Cap Fund 672 0.00 13 8.33
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 20,313 0.00 347 -12.63
2025-08-14 13F/A Barclays Plc 38,691 13.27 1
2025-08-05 13F Bank of New York Mellon Corp 78,974 -0.47 1,779 29.48
2025-08-14 13F Susquehanna International Group, Llp 18,043 -0.49 407 29.30
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 364,893 0.00 8,221 30.10
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 504 0.00 9 -11.11
2025-08-01 13F Banco Santander, S.A. 365,107 0.00 8,226 30.08
2025-04-25 NP VVSCX - Small Cap Value Fund 2,456 -8.53 45 -21.05
2025-08-14 13F Citadel Advisors Llc 14,824 -23.06 334 0.00
2025-08-13 13F Cerity Partners LLC 31,779 0.68 716 30.95
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 340 73.47 8 133.33
2025-08-08 13F Geode Capital Management, Llc 277,417 0.78 6,252 31.10
2025-08-14 13F Quantinno Capital Management LP 12,675 286
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 27 0.00 1
2025-08-08 13F Hartland & Co., LLC 23 1
2025-06-18 NP GMRAX - Nationwide Small Cap Index Fund Class A 976 0.00 17 -15.79
2025-08-04 13F Strs Ohio 8,200 7.89 185 40.46
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 1,905 0.00 43 31.25
2025-07-28 NP HDG - ProShares Hedge Replication ETF 15 7.14 0
2025-05-28 NP QCEQRX - Equity Index Account Class R1 5,369 0.00 93 -17.12
2025-08-14 13F Price T Rowe Associates Inc /md/ 27,533 -16.51 1
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 4,605 0.00 79 -12.36
2025-08-29 NP DGRS - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 24,261 -3.61 547 25.52
2025-08-14 13F State Of Wisconsin Investment Board 9,000 203
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 2,395 -27.47 54 -7.02
2025-05-29 NP JAFEX - Total Stock Market Index Trust NAV 228 -20.00 4 -40.00
2025-08-14 13F Wells Fargo & Company/mn 9,365 1.14 211 31.25
2025-08-27 NP OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 2,032 0.00 46 28.57
2025-05-14 13F Martingale Asset Management L P 0 -100.00 0
2025-07-08 13F Parallel Advisors, LLC 139 3
2025-08-08 13F TimesSquare Capital Management, LLC 594,548 -23.36 13,395 -0.31
2025-08-13 13F Invesco Ltd. 13,686 -11.30 308 15.36
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 4,373 0.00 99 30.67
Other Listings
US:MVBF US$ 24.04
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