O1A - One Liberty Properties, Inc. Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham (DB)

One Liberty Properties, Inc.
DE ˙ DB ˙ US6824061039
€ 20.10 0.00 (0.00%)
2025-09-05
BAHAGING PRESYO
Mga Batayang Estadistika
Pemilik Institusional 258 total, 258 long only, 0 short only, 0 long/short - change of -2.63% MRQ
Harga Saham 20.10
Alokasi Portofolio Rata-rata 0.0533 % - change of -12.25% MRQ
Jumlah Saham Beredar shares (source: Capital IQ)
Saham Institusional (Jangka Panjang) 9,200,100 - 42.59% (ex 13D/G) - change of 0.23MM shares 2.53% MRQ
Nilai Institusional (Jangka Panjang) $ 216,159 USD ($1000)
Kepemilikan Institusional dan Pemegang Saham

One Liberty Properties, Inc. (DE:O1A) memiliki 258 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 9,200,100 saham. Pemegang saham terbesar meliputi Vanguard Group Inc, BlackRock, Inc., VGSIX - Vanguard Real Estate Index Fund Investor Shares, Renaissance Technologies Llc, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, State Street Corp, Geode Capital Management, Llc, IWM - iShares Russell 2000 ETF, Altfest L J & Co Inc, and Northern Trust Corp .

Struktur kepemilikan institusional One Liberty Properties, Inc. (DB:O1A) 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 20.10 / share. Previously, on September 9, 2024, the share price was 24.00 / share. This represents a decline of 16.25% over that period.

DE:O1A / One Liberty Properties, 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.

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)		 Saham Δ Saham
(%)		 Dilaporkan
Nilai
($1000)		 Nilai Δ
(%)		 Alokasi Port
(%)
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 3,474 0.00 83 -9.89
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 11,807 0.00 282 -9.35
2025-08-13 13F Renaissance Technologies Llc 610,051 -1.88 14,556 -10.89
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 2,200 37.50 52 23.81
2025-05-22 NP ROSC - Hartford Multifactor Small Cap ETF 827 3.38 22 0.00
2025-07-11 13F Farther Finance Advisors, LLC 528 -5.38 13 -14.29
2025-08-27 NP VSTCX - Vanguard Strategic Small-Cap 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 37,488 0.00 894 -9.15
2025-08-12 13F Jpmorgan Chase & Co 64,268 -9.73 1,533 -18.02
2025-08-29 NP SA FUNDS INVESTMENT TRUST - SA Real Estate Securities Fund 1,495 -4.96 36 -14.63
2025-08-26 NP Profunds - Profund Vp Small-cap 42 16.67 1
2025-08-15 13F Great West Life Assurance Co /can/ 8,166 0.23 0
2025-08-14 13F Citadel Advisors Llc 80,624 10.76 1,924 0.58
2025-08-14 13F Goldman Sachs Group Inc 39,559 -48.79 944 -53.52
2025-06-26 NP FSRNX - Fidelity Real Estate 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 31,092 -11.28 759 -15.68
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 6,703 22.95 160 11.19
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 9,516 -2.58 227 -11.33
2025-08-26 NP FRI - First Trust S&P REIT 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 2,071 -0.96 49 -9.26
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 4,740 5.92 113 -3.42
2025-08-11 13F Bell Investment Advisors, Inc 28 0.00 1
2025-08-14 13F Fmr Llc 3,021 -7.73 72 -15.29
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 364 0.00 9 -11.11
2025-08-14 13F AllSquare Wealth Management LLC 3 0.00 0
2025-07-24 13F IFP Advisors, Inc 43 1
2025-07-25 NP SCHA - Schwab U.S. Small-Cap ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 75,414 2.06 1,846 -5.96
2025-06-27 NP BLDG - Cambria Global Real Estate ETF 17,144 -22.47 418 -26.28
2025-07-16 13F Signaturefd, Llc 658 -1.50 16 -11.76
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Real Estate Securities 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 72,451 -4.55 1,768 -9.29
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 22,905 -0.35 547 -9.45
2025-08-14 13F Lazard Asset Management Llc 0 -100.00 0
2025-07-07 13F Versant Capital Management, Inc 357 -37.70 9 -46.67
2025-05-28 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 3,031 0.00 80 -3.66
2025-08-07 13F Meeder Asset Management Inc 0 -100.00 0
2025-08-14 13F Man Group plc 71,397 184.57 1,704 158.42
2025-08-11 13F Nomura Asset Management Co Ltd 22,020 4.26 525 -5.23
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 6,163 0.00 150 -5.06
2025-08-28 NP New Age Alpha Funds Trust - NAA Risk Managed Real Estate Fund Institutional Class 0 -100.00 0 -100.00
2025-07-30 NP NETL - NetLease Corporate Real Estate ETF NETLease Corporate Real Estate ETF 44,334 21.33 1,085 11.86
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 10,051 6.18 240 -3.63
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 167,395 -0.64 4,084 -5.55
2025-07-21 13F Future Financial Wealth Managment LLC 3,000 0.00 72 -8.97
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 10,715 16.76 256 5.81
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 640 0.00 16 -11.76
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 1,221 17.07 30 11.54
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 268 -3.60 7 -14.29
2025-08-29 NP DHS - WisdomTree U.S. High Dividend Fund N/A 2,413 1.90 58 -8.06
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 1,478 0.00 35 -7.89
2025-07-17 13F Sound Income Strategies, LLC 691 -26.41 16 -33.33
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 94 16.05 2 0.00
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 4,321 34.32 103 22.62
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 20,839 11.22 497 1.02
2025-08-14 13F Quantinno Capital Management LP 13,578 13.20 324 2.54
2025-08-12 13F Charles Schwab Investment Management Inc 137,463 8.45 3,280 -1.50
2025-08-15 13F WealthCollab, LLC 944 0.00 23 -8.33
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 6,065 11.22 145 0.70
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 5 25.00 0
2025-07-28 NP VCSLX - Small Cap Index Fund 6,748 11.30 165 2.48
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 9,388 0.00 224 -9.35
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 8,534 13.06 204 2.53
2025-07-18 13F Chelsea Counsel Co 0 -100.00 0
2025-08-04 13F Strs Ohio 3,500 20.69 84 9.21
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 4,711 0.00 112 -8.94
2025-07-28 13F Harbour Investments, Inc. 0 -100.00 0
2025-08-26 NP FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF 943 29.89 22 15.79
2025-06-18 NP GMRAX - Nationwide Small Cap Index Fund Class A 1,527 0.00 37 -5.13
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 21,702 0.84 531 -7.01
2025-08-14 13F Verition Fund Management LLC 0 -100.00 0
2025-06-30 NP VRTPX - Vanguard Real Estate II Index Fund 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 109,832 0.78 2,680 -4.22
2025-08-14 13F Citadel Advisors Llc Call 0 -100.00 0
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 365 0.00 9 -11.11
2025-09-04 13F/A Advisor Group Holdings, Inc. 2,836 -18.83 68 -26.37
2025-06-26 NP FSMD - Fidelity Small-Mid Factor ETF 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 57,132 119.22 1,394 108.68
2025-04-17 NP FLCGX - QUANTEX FUND Retail Class 170 -7.61 4 -20.00
2025-08-12 13F Dimensional Fund Advisors Lp 242,407 -0.27 5,784 -9.43
2025-08-14 13F Price T Rowe Associates Inc /md/ 15,479 17.49 0
2025-07-08 13F Parallel Advisors, LLC 37 0.00 1
2025-07-30 13F Bogart Wealth, LLC 2,442 0.00 58 -9.37
2025-08-11 13F Vanguard Group Inc 1,735,382 2.03 41,406 -7.33
2025-07-28 NP HDG - ProShares Hedge Replication ETF 21 10.53 1
2025-08-05 13F Simplex Trading, Llc 82 412.50 0
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 8,848 8.67 211 -0.94
2025-08-01 13F Bessemer Group Inc 108 0.00 0
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 524 83.22 13 71.43
2025-08-28 NP STMSX - Simt Tax-managed Small/mid Cap Fund Class F 20,367 0.00 486 -9.35
2025-07-14 13F GAMMA Investing LLC 734 -21.08 18 -29.17
2025-06-26 NP DFAR - Dimensional US Real Estate ETF 16,084 5.23 392 0.00
2025-08-12 13F Franklin Resources Inc 12,005 17.12 286 6.32
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 1,722 30.06 41 20.59
2025-07-29 13F Virginia Retirement Systems Et Al 33,642 0.00 803 -9.17
2025-08-28 NP SLLAX - SIMT Small Cap Fund Class F 12,116 -18.14 289 -25.52
2025-07-31 13F Asset Management One Co., Ltd. 22,810 0.00 544 -9.18
2025-08-12 13F Nuveen, LLC 42,353 -14.58 1,011 -22.43
2025-08-14 13F/A Barclays Plc 34,211 75.39 1
2025-08-14 13F Group One Trading, L.p. Call 300 200.00 7 250.00
2025-06-30 NP VGSIX - Vanguard Real Estate 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 642,843 -2.68 15,685 -7.50
2025-08-12 13F LPL Financial LLC 11,496 7.41 274 -2.49
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 4,577 -0.76 109 -9.92
2025-07-16 13F State of Alaska, Department of Revenue 8,866 16.17 0
2025-07-31 13F Sumitomo Mitsui Trust Holdings, Inc. 15,957 0.00 381 -9.31
2025-08-12 13F Swiss National Bank 33,152 0.00 791 -9.08
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 10,546 -4.14 258 -11.64
2025-08-11 13F Rothschild Investment Llc 15 -25.00 0
2025-07-14 13F UMA Financial Services, Inc. 50 0.00 1 0.00
2025-08-13 13F MetLife Investment Management, LLC 11,579 13.80 276 3.37
2025-08-14 13F First Manhattan Co 29,389 0.00 714 -9.04
2025-08-08 13F Intech Investment Management Llc 0 -100.00 0
2025-08-14 13F Smartleaf Asset Management LLC 209 -67.14 5 -75.00
2025-08-14 13F/A Skopos Labs, Inc. 9 -88.31 0 -100.00
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 3,063 11.50 75 5.71
2025-08-14 13F UBS Group AG 45,644 -5.62 1,089 -14.25
2025-08-14 13F Bank Of America Corp /de/ 14,965 -43.77 357 -48.93
2025-05-12 13F Simplex Trading, Llc Put 0 -100.00 0
2025-07-29 NP SLPAX - Siit Small Cap Fund - Class A 19,299 932.03 472 863.27
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 449,631 -1.76 10,728 -10.77
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 162 -29.87 4 -40.00
2025-08-15 13F Morgan Stanley 139,983 23.17 3,340 11.89
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 1,518 0.00 37 -2.63
2025-07-21 13F Ameritas Advisory Services, LLC 1,320 31
2025-08-14 13F GWM Advisors LLC 1,872 0.00 45 -10.20
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 10,345 0.00 253 -7.66
2025-06-25 NP USRT - iShares Core U.S. REIT 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 40,684 7.66 993 2.27
2025-08-12 13F XTX Topco Ltd 0 -100.00 0
2025-08-08 13F Bailard, Inc. 0 -100.00 0
2025-08-13 13F Guggenheim Capital Llc 11,618 -0.74 277 -9.77
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 1,183 29
2025-08-12 13F Corebridge Financial, Inc. 0 -100.00 0
2025-08-14 13F Jane Street Group, Llc 25,911 -47.62 618 -52.42
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 5,595 0.00 133 -8.90
2025-08-08 13F Geode Capital Management, Llc 522,344 11.12 12,465 0.91
2025-08-14 13F Alliancebernstein L.p. 15,363 19.44 367 8.61
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 1,762 22.45 42 13.51
2025-08-11 13F Citigroup Inc 10,772 -34.52 257 -40.51
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 62 5.08 2 0.00
2025-08-13 13F Invesco Ltd. 28,293 -28.39 675 -34.91
2025-06-25 NP WMMRX - Wilmington Real Asset Fund Class A Shares 1,556 0.00 38 -5.13
2025-06-25 NP FREL - Fidelity MSCI Real Estate Index ETF 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 15,355 3.01 375 -2.09
2025-08-14 13F California State Teachers Retirement System 15,862 0.00 378 -9.13
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 3,592 11.94 86 1.19
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 1,487 -7.35 36 -14.29
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 2,367 20.70 56 9.80
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 39,618 2.99 967 -2.13
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 11,303 14.14 270 3.46
2025-08-07 13F Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 12,478 29.74 298 17.86
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 5,038 -10.64 120 -18.92
2025-08-12 13F Deutsche Bank Ag\ 16,943 69.35 404 54.20
2025-07-28 NP URTY - ProShares UltraPro Russell2000 1,161 -28.47 28 -34.88
2025-05-06 13F Proficio Capital Partners LLC 0 -100.00 0 -100.00
2025-08-12 13F Zacks Investment Management 19,992 -2.06 477 -11.01
2025-08-12 13F Global Retirement Partners, LLC 415 0.00 10 -18.18
2025-08-15 13F Tower Research Capital LLC (TRC) 1,609 234.51 38 216.67
2025-06-26 NP FESIX - Fidelity SAI Real Estate 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 2,062 61.60 50 56.25
2025-07-30 NP RIET - Hoya Capital High Dividend Yield ETF 41,296 29.02 1,011 18.82
2025-05-05 13F Lindbrook Capital, Llc 246 -23.36 6 -25.00
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 3,366 42.45 80 29.03
2025-08-06 13F Commonwealth Equity Services, Llc 12,568 0
2025-06-26 NP DFGR - Dimensional Global Real Estate ETF 21,497 7.59 525 2.34
2025-08-05 13F Bank of New York Mellon Corp 94,082 6.57 2,245 -3.23
2025-08-13 13F Russell Investments Group, Ltd. 377 -17.86 9 -33.33
2025-07-29 13F Spirit Of America Management Corp/ny 2,500 0.00 60 -9.23
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 1,874 43.49 45 29.41
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 89,248 -1.83 2,185 -9.57
2025-08-29 NP SOAAX - Spirit Of America Real Estate Income And Growth Fund Class A 2,500 0.00 60 -9.23
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 348 0.00 8 -11.11
2025-08-08 13F Creative Planning 8,506 -18.71 203 -26.28
2025-08-04 13F Amalgamated Bank 555 0.00 0
2025-06-26 NP BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,878 0.00 46 -6.25
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 31,795 16.07 759 5.42
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 933 16.92 22 10.00
2025-06-26 NP FZIPX - Fidelity ZERO 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 5,066 0.00 124 -5.38
2025-08-29 13F Total Investment Management Inc 2 0
2025-08-14 13F Millennium Management Llc 0 -100.00 0
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 21,349 16.76 509 6.04
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 162,568 11.79 3,879 1.52
2025-08-26 NP NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 9,100 -5.53 217 -14.23
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 8,111 0.00 194 -9.39
2025-06-26 NP USMIX - Extended Market Index Fund 1,784 -5.66 44 -10.42
2025-08-14 13F Raymond James Financial Inc 70,518 18.90 1,683 7.96
2025-07-28 NP BBRE - JPMorgan BetaBuilders MSCI U.S. REIT ETF 24,611 2.85 602 -5.20
2025-06-26 NP DFREX - Dfa Real Estate Securities Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 95,825 0.00 2,338 -4.92
2025-08-25 NP TMVAX - RBC Microcap Value Fund A Shares 26,652 -2.84 636 -11.81
2025-08-14 13F Ubs Asset Management Americas Inc 40,057 347.26 956 306.38
2025-08-08 13F Altfest L J & Co Inc 356,763 0.00 8,512 -9.18
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 15 -16.67 0
2025-08-14 13F Citadel Advisors Llc Put 0 -100.00 0
2025-08-14 13F Globeflex Capital L P 33,463 0.00 798 -9.22
2025-07-25 13F Cwm, Llc 291 23.31 0
2025-08-13 13F Jones Financial Companies Lllp 101 2
2025-08-14 13F State Street Corp 535,658 3.92 13,001 -5.50
2025-06-26 NP BLACKROCK FUNDS - iShares FTSE NAREIT All Equity REIT Index Fund 20,569 0.00 502 -5.11
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 43 16.22 1
2025-08-28 NP SSBIX - State Street Balanced Index Fund Class K 127 0.00 3 0.00
2025-04-29 13F Truist Financial Corp 0 -100.00 0
2025-05-28 NP QCEQRX - Equity Index Account Class R1 9,166 0.00 241 -3.61
2025-07-10 13F Exchange Traded Concepts, Llc 48,433 19.98 1,156 8.96
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 41,146 15.86 982 5.26
2025-08-05 13F Dunhill Financial, LLC 0 -100.00 0
2025-08-14 13F Wells Fargo & Company/mn 16,206 16.28 387 5.46
2025-05-06 13F Cetera Investment Advisers 0 -100.00 0
2025-08-14 13F Bnp Paribas Arbitrage, Sa 1,549 -26.06 37 -34.55
2025-08-12 13F Legal & General Group Plc 21,098 13.88 503 3.50
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 26,223 -21.63 640 -25.52
2025-08-05 13F Huntington National Bank 1 0.00 0
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-07 13F Campbell & CO Investment Adviser LLC 0 -100.00 0
2025-08-11 13F HighTower Advisors, LLC 8,786 210
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Proequities, Inc. 0 0
2025-07-09 13F Harbor Capital Advisors, Inc. 231 -12.50 0
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 2,792 12.90 67 3.13
2025-07-29 NP Guggenheim Active Allocation Fund 95 0.00 2 0.00
2025-06-27 NP RSSL - Global X Russell 2000 ETF 9,551 5.12 233 0.00
2025-08-13 13F EverSource Wealth Advisors, LLC 512 488.51 12 500.00
2025-08-27 NP HCEGX - The Growth Equity Portfolio HC Strategic Shares 711 0.00 17 -11.11
2025-08-06 13F True Wealth Design, LLC 4 -33.33 0
2025-08-12 13F CIBC Private Wealth Group, LLC 1 0.00 0
2025-08-26 NP NOSGX - Northern Small Cap Value Fund 77,771 -15.99 1,856 -23.69
2025-08-12 13F MAI Capital Management 176 4
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 2,746 0.00 66 -9.72
2025-07-24 13F Us Bancorp \de\ 781 0.00 19 -10.00
2025-07-28 NP UWM - ProShares Ultra Russell2000 1,584 -18.69 39 -25.49
2025-05-02 13F/A Voya Investment Management Llc 0 -100.00 0 -100.00
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 5,178 -42.33 124 -47.66
2025-08-11 13F Martingale Asset Management L P 26,594 1.52 635 -7.85
2025-07-31 13F Nisa Investment Advisors, Llc 3,486 -25.73 86 -32.28
2025-07-15 13F Fifth Third Bancorp 260 150.00 6 200.00
2025-07-28 NP OMFS - Invesco Russell 2000(R) Dynamic Multifactor ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,507 -3.11 159 -10.67
2025-08-08 13F SG Americas Securities, LLC 0 -100.00 0
2025-08-11 13F Avantax Planning Partners, Inc. 14,016 334
2025-08-12 13F Rhumbline Advisers 33,710 17.42 804 6.63
2025-07-23 13F Klp Kapitalforvaltning As 3,629 0.00 88 -9.37
2025-08-08 13F Vestcor Inc 0 -100.00 0
2025-08-12 13F Coldstream Capital Management Inc 0 -100.00 0
2025-07-29 NP SECAX - SIIT Small Cap II Fund - Class A 14,191 347
2025-06-18 NP NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 436 0.00 11 -9.09
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 540,619 1.62 12,899 -7.71
2025-08-07 13F Acadian Asset Management Llc 20,658 -30.40 0
2025-07-29 NP Zacks Trust - Zacks Small-Cap Core Fund Investor Class Shares 19,958 -2.06 489 -9.80
2025-06-26 NP TIEIX - TIAA-CREF Equity Index Fund Institutional Class 17,267 0.00 421 -4.97
2025-07-22 13F Gf Fund Management Co. Ltd. 308 -4.05 7 -12.50
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 358 -22.51 9 -33.33
2025-08-07 13F Los Angeles Capital Management Llc 69,641 56.07 1,662 41.72
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 266 1.14 6 0.00
2025-08-28 NP TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 574 0.00 14 -13.33
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 1,804 2.56 44 -2.22
2025-06-26 NP FZROX - Fidelity ZERO 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 7,332 8.75 179 2.89
2025-08-07 13F Allworth Financial LP 1,217 1,440.51 29 2,800.00
2025-08-12 13F Ameritas Investment Partners, Inc. 1,874 43.49 45 29.41
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 547 -23.39 13 -27.78
2025-08-13 13F New York State Common Retirement Fund 6,377 0.00 0
2025-08-11 13F Covestor Ltd 1 -93.33 0
2025-08-26 NP NGREX - Northern Global Real Estate Index Fund 7,597 -23.38 181 -30.38
2025-08-14 13F Daiwa Securities Group Inc. 5,534 5.83 0
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 30,295 0.00 742 -7.84
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 1,638 0.00 39 -9.30
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 3,826 31.16 91 19.74
2025-08-26 NP POMIX - T. Rowe Price Total Equity Market Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,297 -1.59 150 -10.71
2025-08-06 13F Penserra Capital Management LLC 43,627 12.06 1 0.00
2025-08-13 13F Northern Trust Corp 299,084 -3.59 7,136 -12.43
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 3,662 0.00 90 -8.25
2025-08-08 13F Pnc Financial Services Group, Inc. 5,972 87.15 142 71.08
2025-08-13 13F Cambria Investment Management, L.P. 0 -100.00 0
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 233,756 2.65 5,577 -6.77
2025-07-09 13F Massmutual Trust Co Fsb/adv 202 -2.88 5 -20.00
2025-08-28 NP ITOT - iShares Core S&P Total U.S. Stock Market 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 37,500 2.81 895 -6.68
2025-08-28 NP DTSVX - Small Company Value Portfolio Investment Class 1,830 0.00 44 -10.42
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 368 60.00 9 60.00
2025-07-29 NP LONAX - Longboard Alternative Growth Fund Class A 5,639 138
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 18,263 -15.99 446 -20.25
2025-07-08 13F Rise Advisors, LLC 2 0.00 0
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 64 12.28 2 0.00
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 510 0.00 12 -7.69
2025-08-14 13F Royal Bank Of Canada 36,351 -1.59 868 -10.61
2025-08-14 13F Two Sigma Advisers, Lp 12,166 290
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 80,230 10.98 1,964 2.29
2025-08-08 13F Larson Financial Group LLC 982 -7.36 23 -14.81
2025-08-12 13F BlackRock, Inc. 1,675,457 6.51 39,976 -3.26
2025-08-14 13F Parvin Asset Management, LLC 507 12
2025-05-15 13F SRS Capital Advisors, Inc. 0 -100.00 0
2025-08-13 13F Quadrant Capital Group Llc 0 -100.00 0
2025-08-14 13F Susquehanna International Group, Llp 22,180 14.02 529 3.52
2025-08-11 13F New Age Alpha Advisors, LLC 0 -100.00 0
2025-08-27 NP VANGUARD VARIABLE INSURANCE FUNDS - Real Estate Index Portfolio 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 12,630 -3.19 301 -11.99
2025-08-06 13F Resona Asset Management Co.,Ltd. 6,228 -9.78 148 -17.78
2025-08-08 13F Fortis Group Advisors, LLC 634 0.00 15 -6.25
2025-08-26 NP AFMCX - Acuitas US Microcap Fund Institutional Shares 6,797 15.32 162 5.19
2025-08-08 13F/A Sterling Capital Management LLC 495 80.66 12 57.14
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 26 8.33 1
2025-06-26 NP REAI - Private Real Estate Strategy via Liquid REITs ETF 1,953 -14.27 48 -18.97
2025-08-26 NP TLSTX - Stock Index Fund 254 0.00 6 0.00
Other Listings
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