WB3 - West Bancorporation, Inc. Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham (DB)

West Bancorporation, Inc.
DE ˙ DB ˙ US95123P1066
€ 17.30 ↑0.20 (1.17%)
2025-09-05
BAHAGING PRESYO
Mga Batayang Estadistika
Pemilik Institusional 232 total, 232 long only, 0 short only, 0 long/short - change of 4.02% MRQ
Harga Saham 17.30
Alokasi Portofolio Rata-rata 0.0546 % - change of -15.22% MRQ
Jumlah Saham Beredar shares (source: Capital IQ)
Saham Institusional (Jangka Panjang) 9,323,465 - 55.04% (ex 13D/G) - change of -0.13MM shares -1.42% MRQ
Nilai Institusional (Jangka Panjang) $ 181,164 USD ($1000)
Kepemilikan Institusional dan Pemegang Saham

West Bancorporation, Inc. (DE:WB3) memiliki 232 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 9,323,465 saham. Pemegang saham terbesar meliputi Fmr Llc, BlackRock, Inc., Vanguard Group Inc, Dimensional Fund Advisors Lp, FLPSX - Fidelity Low-Priced Stock Fund, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, IWM - iShares Russell 2000 ETF, West Bancorporation Inc, Geode Capital Management, Llc, and State Street Corp .

Struktur kepemilikan institusional West Bancorporation, Inc. (DB:WB3) 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 17.30 / share. Previously, on September 6, 2024, the share price was 16.90 / share. This represents an increase of 2.37% over that period.

DE:WB3 / West Bancorporation, 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 .

Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)		 Saham Δ Saham
(%)		 Dilaporkan
Nilai
($1000)		 Nilai Δ
(%)		 Alokasi Port
(%)
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 2,509 0.00 49 -2.00
2025-08-27 NP Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 1,797 0.00 35 0.00
2025-08-12 13F Coldstream Capital Management Inc 0 -100.00 0
2025-08-14 13F State Street Corp 354,151 -5.03 6,952 -6.51
2025-08-11 13F Rothschild Investment Llc 20 0.00 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 3,097 19.34 60 7.14
2025-08-13 13F Rsm Us Wealth Management Llc 14,967 7.16 294 5.40
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 164 -30.21 3 -40.00
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 11,260 7.85 221 6.25
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 3,225 8.44 63 6.78
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 53 -8.62 1 0.00
2025-08-12 13F Corebridge Financial, Inc. 0 -100.00 0
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 6,641 -14.38 130 -15.58
2025-08-14 13F Royal Bank Of Canada 39,785 3.21 782 1.69
2025-08-14 13F Two Sigma Advisers, Lp 10,700 210
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 1,832 2.52 36 -10.26
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 80,894 9.07 1,568 -6.56
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 10,800 6.88 212 5.47
2025-08-11 13F Principal Securities, Inc. 950 0.00 19 -10.00
2025-08-08 13F Geode Capital Management, Llc 360,564 -1.69 7,079 -3.23
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 102,633 -4.89 1,989 -18.48
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 852 0.00 17 0.00
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 14,349 0.00 278 -11.46
2025-05-28 NP QCEQRX - Equity Index Account Class R1 11,970 0.00 239 -8.11
2025-08-14 13F Bank Of America Corp /de/ 11,601 -19.48 228 -20.91
2025-07-24 13F Us Bancorp \de\ 15,000 50.00 294 47.74
2025-08-14 13F Two Sigma Investments, Lp 19,354 380
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 3,785 0.00 73 -14.12
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 29,088 -2.19 564 -13.50
2025-08-15 13F Tower Research Capital LLC (TRC) 3,784 662.90 74 722.22
2025-07-23 NP CFSLX - Column Small Cap Fund 973 0.00 19 -18.18
2025-05-15 13F Citadel Advisors Llc Put 0 -100.00 0
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 3,422 14.87 67 13.56
2025-08-14 13F Price T Rowe Associates Inc /md/ 40,102 7.31 1
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 6,010 16.93 118 14.71
2025-08-14 13F/A Barclays Plc 24,736 53.05 0
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 8,277 -13.53 162 -14.74
2025-05-15 13F Citadel Advisors Llc Call 0 -100.00 0
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 500 0.00 10 -18.18
2025-08-12 13F Jpmorgan Chase & Co 7,749 -72.66 152 -73.10
2025-08-12 13F Dimensional Fund Advisors Lp 668,733 -1.29 13,128 -2.82
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 34,905 8.79 677 -3.70
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 2,084 0.00 41 -2.44
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 4 -20.00 0
2025-06-27 NP OSCV - Opus Small Cap Value ETF 330,364 12.85 6,411 -0.16
2025-08-27 NP JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 4,906 0.00 96 -1.03
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 161,919 0.64 3,142 -10.94
2025-08-12 13F Franklin Resources Inc 10,807 212
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 3,824 0.00 74 -13.95
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 1,799 0.00 35 -12.82
2025-06-18 NP GMRAX - Nationwide Small Cap Index Fund Class A 1,268 0.00 25 -11.11
2025-08-08 13F SG Americas Securities, LLC 0 -100.00 0
2025-07-31 13F City State Bank 7,954 0.00 156 -1.27
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 1,249 13.34 24 0.00
2025-08-12 13F BlackRock, Inc. 1,184,381 -5.67 23,249 -7.13
2025-08-08 13F Pnc Financial Services Group, Inc. 768 52.68 15 50.00
2025-08-14 13F California State Teachers Retirement System 1,169 0.00 23 -4.35
2025-08-14 13F Alliancebernstein L.p. 18,290 12.07 359 10.46
2025-08-04 13F Amalgamated Bank 559 0.00 0
2025-08-13 13F Jones Financial Companies Lllp 2,411 48
2025-05-27 NP BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,188 0.00 24 -8.00
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 16 0.00 0
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 30,167 -0.34 592 -1.82
2025-08-11 13F Vanguard Group Inc 838,217 1.06 16,454 -0.51
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 20,061 2.51 389 -12.22
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 28,927 10.64 561 -5.25
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 114,387 0.00 2,220 -11.52
2025-07-24 13F JNBA Financial Advisors 100 0.00 2 0.00
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 3,940 0.00 77 -1.28
2025-06-26 NP USMIX - Extended Market Index Fund 1,677 -8.01 33 -17.95
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 2,186 0.00 42 -10.64
2025-08-14 13F UBS Group AG 36,835 -11.58 723 -12.89
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 656 0.00 13 -7.69
2025-08-14 13F Clarity Asset Management, Inc. 1,000 0.00 20 0.00
2025-08-13 13F Northern Trust Corp 122,196 -7.23 2,399 -8.68
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 2,776 0.73 54 0.00
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 40,754 1.59 791 -10.13
2025-07-15 13F Marquette Asset Management, LLC 249 5
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 513 59.81 10 28.57
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 6,124 0.00 119 -11.94
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 93 2
2025-05-15 13F Citadel Advisors Llc 0 -100.00 0
2025-08-06 13F True Wealth Design, LLC 4 33.33 0
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 11,601 -12.26 228 -13.69
2025-08-12 13F Rhumbline Advisers 23,499 -1.94 461 -3.35
2025-07-09 13F Massmutual Trust Co Fsb/adv 58 -12.12 1 0.00
2025-08-14 13F Smartleaf Asset Management LLC 0 -100.00 0
2025-08-13 13F De Lisle Partners LLP 32,156 0.00 629 -2.03
2025-08-12 13F CIBC Private Wealth Group, LLC 16 0
2025-06-26 NP FLPSX - Fidelity Low-Priced Stock 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 606,896 -0.33 11,777 -11.81
2025-08-11 13F Covestor Ltd 2 -77.78 0
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 3,578 0.90 70 0.00
2025-07-18 13F/A MJT & Associates Financial Advisory Group, Inc. 400 0.00 8 0.00
2025-08-08 13F Intech Investment Management Llc 0 -100.00 0
2025-08-14 13F Bnp Paribas Arbitrage, Sa 1,618 68.89 32 63.16
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 283 0.00 6 0.00
2025-08-14 13F Fmr Llc 1,443,449 0.01 28,335 -1.55
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 4 0.00 0
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 22,562 0.00 438 -11.54
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 49,798 0.00 966 -11.54
2025-08-14 13F Jane Street Group, Llc 16,901 -27.38 332 -28.66
2025-07-17 13F LexAurum Advisors, LLC 27,986 1.14 549 -0.36
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 28,683 8.03 563 6.43
2025-07-28 NP AVUS - Avantis U.S. Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,026 0.00 59 -14.71
2025-08-14 13F Susquehanna International Group, Llp 20,801 -5.30 408 -6.64
2025-08-05 13F NewSquare Capital LLC 355 0.00 7 -14.29
2025-07-28 NP UWM - ProShares Ultra Russell2000 1,609 -18.66 31 -29.55
2025-08-12 13F Charles Schwab Investment Management Inc 44,307 -1.86 870 -3.44
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 1,325 -90.63 26 -90.57
2025-08-15 13F Morgan Stanley 177,546 5.83 3,485 4.19
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I 1,584 0.00 31 0.00
2025-07-30 NP FCTDX - Strategic Advisers Fidelity U.S. Total Stock 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 128,100 0.00 2,483 -14.33
2025-07-24 13F West Bancorporation Inc 427,722 -0.66 8,396 -2.20
2025-08-14 13F Wells Fargo & Company/mn 12,109 -2.10 238 -3.66
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 6,831 -7.30 134 -8.22
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 16 -11.11 0
2025-07-31 13F Nisa Investment Advisors, Llc 653 2.03 13 0.00
2025-08-13 13F Arrowstreet Capital, Limited Partnership 51,227 1,006
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 18,758 0.00 368 -1.60
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 272 -3.55 5 -16.67
2025-07-24 13F Capital Advisors, Ltd. LLC 123 0.00 0
2025-07-16 13F Independent Wealth Network Inc. 0 -100.00 0
2025-08-14 13F Quantinno Capital Management LP 11,527 -0.60 226 -2.16
2025-08-07 13F Los Angeles Capital Management Llc 19,830 389
2025-07-29 NP RBB FUND, INC. - Adara Smaller Companies Fund 52,630 -22.20 1,020 -33.40
2025-07-07 13F Versant Capital Management, Inc 689 0.00 14 0.00
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 497,467 5.73 9,765 4.09
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 96,097 -1.40 2,027 4.27
2025-08-13 13F Russell Investments Group, Ltd. 31 -27.91 1
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 456,515 -8.45 8,961 -9.87
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 758 0.00 15 -6.67
2025-08-07 13F Allworth Financial LP 6 0
2025-08-13 13F Northwestern Mutual Wealth Management Co 10,633 -4.82 209 -6.31
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 9,617 0.00 189 -1.57
2025-08-12 13F American Century Companies Inc 116,481 -0.49 2,287 -2.06
2025-08-06 13F Legacy Bridge, LLC 259,501 -1.14 5,094 -2.67
2025-08-11 13F Pacific Ridge Capital Partners, LLC 129,808 -35.26 2,548 -36.27
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 4,789 0.00 93 -12.38
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 2,033 0.00 39 -11.36
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 4,871 6.10 96 4.40
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 1,459 7.75 29 7.69
2025-07-25 13F Sequoia Financial Advisors, LLC 10,759 -1.95 211 -3.21
2025-08-14 13F Goldman Sachs Group Inc 13,600 -62.73 267 -63.41
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 1,466 34.62 28 12.00
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 8,088 0.00 159 -1.86
2025-08-12 13F SRS Capital Advisors, Inc. 103 90.74 2 100.00
2025-07-28 NP URTY - ProShares UltraPro Russell2000 1,180 -28.44 23 -40.54
2025-08-13 13F Renaissance Technologies Llc 219,352 3.88 4,306 2.26
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 2,690 0.00 53 -1.89
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 100,689 -5.13 1,954 -16.07
2025-07-14 13F GAMMA Investing LLC 487 -29.42 10 -30.77
2025-08-12 13F Deutsche Bank Ag\ 8,486 -37.74 167 -38.75
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 363 0.00 7 -12.50
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 5,288 0.00 104 -1.90
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 13,947 0.61 270 -13.74
2025-07-25 13F Cwm, Llc 649 11.32 0
2025-08-15 13F Great West Life Assurance Co /can/ 1,216 19.57 0
2025-08-12 13F Global Retirement Partners, LLC 0 -100.00 0
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 1,559 0.00 30 -11.76
2025-08-28 NP IWO - iShares Russell 2000 Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 20,168 396
2025-08-26 NP Profunds - Profund Vp Small-cap 35 -2.78 1
2025-07-16 13F TOWER TRUST & INVESTMENT Co 155 0.00 3 0.00
2025-08-13 13F EverSource Wealth Advisors, LLC 388 1,008.57 8
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 1,387 0.00 27 0.00
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 6,294 0.00 122 -11.59
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 414 8
2025-07-14 13F Foster Group, Inc. 30,767 0.00 604 -1.63
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 9,814 0.00 190 -14.03
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 14,521 -16.49 285 -17.63
2025-07-29 NP Guggenheim Active Allocation Fund 95 0.00 2 -50.00
2025-08-28 NP TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 597 0.00 12 0.00
2025-08-28 NP SMLV - SPDR SSGA US Small Cap Low Volatility Index 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 24,012 -11.07 471 -12.45
2025-07-28 NP VCSLX - Small Cap Index Fund 6,857 11.30 133 -5.04
2025-08-27 13F/A Squarepoint Ops LLC 20,763 408
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 478 0.00 9 0.00
2025-08-11 13F Citigroup Inc 6,188 -49.04 121 -50.00
2025-08-29 NP DHS - WisdomTree U.S. High Dividend Fund N/A 9,474 1.99 186 0.00
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 509 12,625.00 10
2025-08-12 13F Nuveen, LLC 30,970 -32.39 608 -33.52
2025-08-08 13F SBI Securities Co., Ltd. 6 50.00 0
2025-08-13 13F New York State Common Retirement Fund 5,637 0.00 0
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 82,161 0.40 1,592 -13.95
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 3,919 0.00 77 -2.56
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 5,688 -0.73 112 -2.63
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 10,807 212
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 3,900 0.00 77 -1.30
2025-06-26 NP FLKSX - Fidelity Low-Priced Stock K6 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 104,970 1.96 2,037 -9.79
2025-08-25 NP TMVAX - RBC Microcap Value Fund A Shares 9,660 0.00 190 -1.56
2025-08-13 13F Marshall Wace, Llp 17,984 353
2025-08-05 13F Bank of New York Mellon Corp 119,524 -1.57 2,346 -3.10
2025-08-13 13F First Trust Advisors Lp 11,017 6.73 216 5.37
2025-08-12 13F Ameritas Investment Partners, Inc. 1,387 0.00 27 0.00
2025-07-24 13F IFP Advisors, Inc 0 0
2025-08-13 13F MetLife Investment Management, LLC 8,978 0.00 176 -1.68
2025-08-11 13F Aptus Capital Advisors, LLC 349,482 9.77 6,860 8.07
2025-08-08 13F/A Sterling Capital Management LLC 352 26.62 7 20.00
2025-08-28 NP SSBIX - State Street Balanced Index Fund Class K 134 0.00 3 0.00
2025-08-14 13F Millennium Management Llc 59,229 1,163
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 77 -6.10 2 0.00
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 40,305 3.79 782 -8.11
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 3,313 -29.18 65 -30.11
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 74,656 -3.64 1,449 -14.77
2025-08-14 13F Fortress Financial Group, Llc 19,261 1.24 378 -0.26
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 1,378 -9.58 27 -10.00
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 317 6
2025-08-22 NP FECGX - Fidelity Small Cap Growth Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,542 30
2025-08-29 NP DGRS - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 23,342 -2.23 458 -3.78
2025-08-12 13F Legal & General Group Plc 1,413 3.82 28 0.00
2025-07-15 13F Fifth Third Bancorp 0 -100.00 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 2,424 0.00 47 -11.32
2025-09-04 13F/A Advisor Group Holdings, Inc. 7,100 0.00 139 -1.42
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 35 -7.89 1
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 4,554 0.00 89 -1.11
2025-08-12 13F Proequities, Inc. Put 0 0
2025-05-27 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 190 0.00 4 -25.00
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Proequities, Inc. 0 0
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 113,893 -25.75 2,236 -26.91
2025-08-29 NP SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 1,763 0.00 35 -2.86
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 8,442 -2.56 166 -4.07
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 13,078 -58.89 257 -59.62
2025-06-26 NP FDMLX - Fidelity Series Intrinsic Opportunities 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 164,600 0.00 3,194 -11.50
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 12,296 5.13 241 3.43
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 3,384 -35.09 66 -35.92
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 1,642 15.88 32 14.29
2025-08-28 NP SLLAX - SIMT Small Cap Fund Class F 8,907 175
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 1,337 0.00 26 -13.79
2025-06-27 NP RSSL - Global X Russell 2000 ETF 9,657 5.06 187 -6.97
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 10,667 -4.05 207 -17.93
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 5,200 -10.34 102 -11.30
2025-08-28 NP SMVIX - Simt Small Cap Value Fund Class I 11,146 63.91 219 61.48
2025-05-06 13F Proficio Capital Partners LLC 0 -100.00 0 -100.00
2025-08-26 NP TLSTX - Stock Index Fund 239 0.00 5 0.00
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 355 23.26 7 20.00
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 34,063 -5.79 669 -7.22
2025-08-26 NP NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 870 -5.54 17 -5.56
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 21 -4.55 0
2025-06-26 NP TIEIX - TIAA-CREF Equity Index Fund Institutional Class 8,366 0.00 162 -11.48
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 92,748 2.21 1,800 -9.55
2025-08-07 13F Acadian Asset Management Llc 15,674 -10.11 0
2025-08-12 13F Trexquant Investment LP 23,350 6.85 458 5.29
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 220,635 -7.83 4,331 -9.26
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 3,941 22.89 76 5.56
2025-07-28 13F Mutual Advisors, LLC 28,674 8.88 536 6.99
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 1,062 0.00 21 -4.76
2025-07-28 NP HDG - ProShares Hedge Replication ETF 21 10.53 0
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 60 7.14 1 0.00
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 761 0.00 15 -17.65
Other Listings
US:WTBA US$ 20.30
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