WWA - BRT Apartments Corp. Saham - Harga Saham, Kepemilikan Institusional, Pemegang Saham (DB)

BRT Apartments Corp.
DE ˙ DB ˙ US0556453035
€ 13.04 ↓ -0.21 (-1.60%)
2025-09-05
BAHAGING PRESYO
Mga Batayang Estadistika
Pemilik Institusional 195 total, 194 long only, 1 short only, 0 long/short - change of -5.34% MRQ
Harga Saham 13.04
Alokasi Portofolio Rata-rata 0.0789 % - change of -6.10% MRQ
Jumlah Saham Beredar shares (source: Capital IQ)
Saham Institusional (Jangka Panjang) 6,559,621 - 33.09% (ex 13D/G) - change of -0.18MM shares -2.66% MRQ
Nilai Institusional (Jangka Panjang) $ 101,756 USD ($1000)
Kepemilikan Institusional dan Pemegang Saham

BRT Apartments Corp. (DE:WWA) memiliki 195 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 6,572,934 saham. Pemegang saham terbesar meliputi Vanguard Group Inc, BlackRock, Inc., VGSIX - Vanguard Real Estate Index Fund Investor Shares, Renaissance Technologies Llc, Oppenheimer & Close, LLC, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, IWM - iShares Russell 2000 ETF, Geode Capital Management, Llc, State Street Corp, and VEXMX - Vanguard Extended Market Index Fund Investor Shares .

Struktur kepemilikan institusional BRT Apartments Corp. (DB:WWA) 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 13.04 / share. Previously, on September 9, 2024, the share price was 16.19 / share. This represents a decline of 19.45% over that period.

DE:WWA / BRT Apartments 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
(%)
2025-06-24 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 5,530 0.00 86 -9.57
2025-07-30 13F Schnieders Capital Management Llc 32,038 -1.54 501 -9.40
2025-08-14 13F/A Barclays Plc 27,733 142.10 0
2025-06-26 NP DFGR - Dimensional Global Real Estate ETF 13,874 5.19 215 -5.31
2025-08-12 13F Nuveen, LLC 33,512 -15.33 524 -22.02
2025-07-31 13F Orion Capital Management LLC 1,000 0.00 16 -11.76
2025-08-13 13F Invesco Ltd. 14,919 -18.15 233 -24.60
2025-08-07 13F Allworth Financial LP 2 0
2025-07-31 13F State of New Jersey Common Pension Fund D 174,132 0.00 2,723 -8.01
2025-07-28 NP VCSLX - Small Cap Index Fund 5,627 30.71 89 14.29
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 17,271 129.79 267 108.59
2025-06-27 NP RSSL - Global X Russell 2000 ETF 6,838 5.75 106 -4.55
2025-09-04 13F/A Advisor Group Holdings, Inc. 1,809 111.83 28 100.00
2025-07-28 NP UWM - ProShares Ultra Russell2000 1,138 -17.83 18 -29.17
2025-07-18 13F Founders Capital Management 1,500 0.00 23 -8.00
2025-08-08 13F Geode Capital Management, Llc 289,073 0.64 4,522 -7.39
2025-05-28 NP QCEQRX - Equity Index Account Class R1 6,068 0.00 103 -5.50
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 8,947 -11.66 140 -19.19
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 8,900 9.88 139 1.46
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 38 -7.32 1
2025-08-11 13F Vanguard Group Inc 1,120,680 -0.90 17,527 -8.83
2025-08-14 13F Citadel Advisors Llc Put 0 -100.00 0
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 3,996 0.00 62 -7.46
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 300 0.00 5 -20.00
2025-08-08 13F Wealth Alliance 48,471 0.00 758 -8.01
2025-08-05 13F Bank of New York Mellon Corp 79,058 0.64 1,236 -7.42
2025-08-14 13F Wells Fargo & Company/mn 7,938 1.70 124 -6.06
2025-08-11 13F Nomura Asset Management Co Ltd 15,600 0.00 244 -8.30
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 64,814 -0.94 1,021 -13.47
2025-08-08 13F Altfest L J & Co Inc 86,348 0.00 1,350 -7.98
2025-08-14 13F Susquehanna International Group, Llp 17,414 -48.25 272 -52.45
2025-08-12 13F Ameritas Investment Partners, Inc. 1,176 0.00 18 -5.26
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 2,552 0.00 40 -9.30
2025-06-18 NP GMRAX - Nationwide Small Cap Index Fund Class A 1,127 0.00 17 -10.53
2025-07-31 13F Sumitomo Mitsui Trust Holdings, Inc. 10,550 3.56 165 -4.62
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 12,608 -1.08 197 -8.80
2025-05-28 NP AFMCX - Acuitas US Microcap Fund Institutional Shares 7,188 -13.64 122 -18.67
2025-07-21 13F Pflug Koory, LLC 340 0.00 5 0.00
2025-08-04 13F Noesis Capital Mangement Corp 15,000 0.00 235 -8.24
2025-08-14 13F Kovitz Investment Group Partners, LLC 87,910 -0.90 1,375 -8.89
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 1,245 0.00 19 -9.52
2025-08-06 13F Resona Asset Management Co.,Ltd. 4,992 0.00 79 -9.30
2025-08-11 13F Alps Advisors Inc 16,286 7.07 255 -1.55
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 57,478 12.59 906 -1.63
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 55 -3.51 1
2025-06-26 NP DFAR - Dimensional US Real Estate ETF 9,946 0.00 154 -10.00
2025-07-11 13F Farther Finance Advisors, LLC 13 0.00 0
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 117 -28.66 2 -50.00
2025-08-28 NP SSBIX - State Street Balanced Index Fund Class K 152 0.00 2 0.00
2025-08-06 13F True Wealth Design, LLC 0 -100.00 0
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 1,764 0.00 28 -6.90
2025-08-11 13F Covestor Ltd 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 73,017 1.55 1,130 -8.36
2025-08-12 13F BlackRock, Inc. 1,058,012 -2.76 16,547 -10.54
2025-08-29 NP SA FUNDS INVESTMENT TRUST - SA Real Estate Securities Fund 400 0.00 6 0.00
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 1,079 20.42 17 6.67
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 195 -1.02 3 0.00
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 2,286 6.62 36 -2.78
2025-04-24 13F Allspring Global Investments Holdings, LLC 0 -100.00 0
2025-07-09 13F Harbor Capital Advisors, Inc. 89 0.00 0
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 89 0.00 1 0.00
2025-07-31 13F Asset Management One Co., Ltd. 14,205 0.00 222 -7.88
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 46,308 2.76 716 -7.25
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 329 0.00 5 0.00
2025-08-12 13F Oppenheimer & Close, LLC 340,009 -0.11 5,318 -8.11
2025-08-13 13F Renaissance Technologies Llc 359,991 -2.17 5,630 -9.99
2025-05-08 13F Us Bancorp \de\ 0 -100.00 0
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 3,400 -15.00 53 -22.06
2025-08-14 13F Alliancebernstein L.p. 14,040 10.20 220 1.39
2025-03-19 NP NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 0 -100.00 0 -100.00
2025-08-14 13F California State Teachers Retirement System 817 0.00 13 -7.69
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 1,780 128.21 28 107.69
2025-07-08 13F Rise Advisors, LLC 1,480 1.51 23 -4.17
2025-08-12 13F Legal & General Group Plc 979 0.00 15 -6.25
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 423,884 -2.39 6,557 -11.90
2025-07-28 NP URTY - ProShares UltraPro Russell2000 836 -27.30 13 -35.00
2025-08-12 13F LPL Financial LLC 13,063 204
2025-08-13 13F Russell Investments Group, Ltd. 212 -36.14 3 -40.00
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 4,575 -14.96 72 -21.98
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 1,297 3.76 20 -4.76
2025-08-06 13F SOUTH STATE Corp 1,250 0.00 20 -9.52
2025-08-11 13F Capital Square, LLC 29,040 2.05 454 -6.00
2025-08-26 NP Profunds - Profund Vp Small-cap 25 -3.85 0
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 5,582 0.00 87 -7.45
2025-08-12 13F Dimensional Fund Advisors Lp 159,462 0.49 2,494 -7.53
2025-07-21 13F/A Abacus Planning Group, Inc. 17,500 0.00 274 -8.08
2025-08-26 NP REZ - iShares Residential Real Estate 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 20,361 -6.58 318 -14.05
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 500 0.00 8 -12.50
2025-08-28 NP New Age Alpha Funds Trust - NAA Risk Managed Real Estate Fund Institutional Class Short -13,313 94.21 -208 79.31
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 474 0.00 7 -12.50
2025-08-15 13F Morgan Stanley 79,473 3.86 1,243 -4.46
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 2,492 0.00 39 -9.52
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 1,010 0.00 16 -11.76
2025-08-14 13F Ameriprise Financial Inc 16,404 -2.90 257 -10.80
2025-06-30 13F/A Deutsche Bank Ag\ 0 -100.00 0 -100.00
2025-07-09 13F Massmutual Trust Co Fsb/adv 417 9.16 7 0.00
2025-08-14 13F Globeflex Capital L P 938 0.00 15 -6.67
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 22,858 -3.72 360 -15.89
2025-06-26 NP TIEIX - TIAA-CREF Equity Index Fund Institutional Class 15,761 0.00 244 -10.00
2025-07-14 13F GAMMA Investing LLC 0 -100.00 0
2025-07-29 13F Albert D Mason Inc 0 -100.00 0
2025-08-07 13F Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 8,450 0.00 132 -7.69
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 25 -7.41 0
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 16,093 0.00 249 -9.82
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 4,018 -44.26 63 -49.18
2025-08-11 13F Bellwether Advisors, LLC 127 0.00 2 -50.00
2025-08-14 13F State Street Corp 248,505 -0.78 3,947 -8.62
2025-08-12 13F/A Boston Partners 104,554 -1.18 1,635 -9.07
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 1,783 0.00 28 -10.00
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 11 -8.33 0
2025-08-14 13F Citadel Advisors Llc 57,005 83.96 892 69.39
2025-08-14 13F Citadel Advisors Llc Call 10,900 -35.50 170 -40.77
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 118,328 3.40 1,831 -6.68
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 1,202 348.51 19 350.00
2025-04-21 NP Mason Capital Fund Trust - Fundamentals First ETF 1,648 0.00 28 -3.45
2025-07-09 13F Silverberg Bernstein Capital Management LLC 98,813 25.10 1,545 15.13
2025-08-12 13F Prudential Financial Inc 77,205 1.01 1,207 -7.08
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 1,862 0.00 29 -6.45
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 219 0.00 3 0.00
2025-07-29 NP BPSIX - Boston Partners Small Cap Value Fund II INSTITUTIONAL 83,670 -3.25 1,319 -15.51
2025-08-26 NP TLSTX - Stock Index Fund 572 0.00 9 -11.11
2025-06-26 NP USMIX - Extended Market Index Fund 1,179 -11.75 18 -18.18
2025-08-15 13F Great West Life Assurance Co /can/ 162 16.55 0
2025-08-14 13F Royal Bank Of Canada 9,436 45.77 148 34.55
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 14,226 -28.25 220 -35.10
2025-08-11 13F Cornerstone Planning Group LLC 33 0.00 0
2025-06-26 NP HAUS - Home Appreciation U.S. REIT ETF 21,988 17.58 340 6.25
2025-08-14 13F Daiwa Securities Group Inc. 3,994 12.25 0
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 24,204 -5.27 379 -12.90
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 1,515 -1.37 24 -11.54
2025-08-26 NP NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 2,228 -5.51 35 -15.00
2025-08-05 13F Simplex Trading, Llc 170 261.70 0
2025-08-08 13F/A Sterling Capital Management LLC 322 63.45 5 66.67
2025-08-14 13F Bank Of America Corp /de/ 6,751 -56.20 106 -59.92
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 44 4.76 1
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 3 0.00 0
2025-08-25 NP TMVAX - RBC Microcap Value Fund A Shares 5,000 0.00 78 -8.24
2025-08-08 13F Pnc Financial Services Group, Inc. 511 1,244.74 8
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 320,281 0.00 5,009 -7.99
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 7,506 -3.25 118 -15.11
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 297,699 -8.47 4,656 -15.79
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 28,748 6.35 445 -4.10
2025-08-14 13F Boston Private Wealth Llc 0 -100.00 0
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 3,909 -9.26 61 -16.44
2025-08-05 13F Huntington National Bank 0 -100.00 0
2025-08-08 13F Hartland & Co., LLC 421 7
2025-08-14 13F Bnp Paribas Arbitrage, Sa 3,139 388.94 49 390.00
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 2,662 40.55 41 28.13
2025-07-31 13F Nisa Investment Advisors, Llc 3,015 -26.82 48 -32.39
2025-08-14 13F Stifel Financial Corp 130,254 1.56 2,037 -6.56
2025-08-12 13F Rhumbline Advisers 21,061 10.70 329 1.86
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 14,012 0.00 219 -7.98
2025-08-15 13F Tower Research Capital LLC (TRC) 3,236 328.04 51 316.67
2025-08-14 13F Man Group plc 11,402 -31.06 178 -36.65
2025-08-14 13F Smartleaf Asset Management LLC 23 0.00 0
2025-08-04 13F Strs Ohio 2,300 0.00 36 -10.26
2025-06-25 NP WMMRX - Wilmington Real Asset Fund Class A Shares 1,574 0.00 24 -7.69
2025-07-24 13F IFP Advisors, Inc 689 -1.57 11 0.00
2025-07-25 13F Cwm, Llc 643 6.63 0
2025-08-13 13F MetLife Investment Management, LLC 0 -100.00 0
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 2,400 0.00 38 -13.95
2025-08-14 13F Fmr Llc 630 -16.00 10 -25.00
2025-08-01 13F Brookwood Investment Group LLC 14,671 34.68 229 23.78
2025-07-30 NP RDOG - ALPS REIT Dividend Dogs ETF 15,436 -0.29 243 -12.90
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 1,980 0.00 31 -9.09
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 214,613 1.44 3,357 -6.67
2025-08-11 13F Citigroup Inc 3,902 -54.59 61 -58.22
2025-08-11 13F Principal Securities, Inc. 42 0.00 1
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 862 0.00 13 -7.14
2025-08-08 13F Avantax Advisory Services, Inc. 20,130 -6.63 315 -14.21
2025-08-14 13F UBS Group AG 13,233 -28.52 207 -34.39
2025-07-16 13F State of Alaska, Department of Revenue 5,357 0.00 0
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 15 -11.76 0
2025-08-29 NP DHS - WisdomTree U.S. High Dividend Fund N/A 1,594 1.92 25 -7.69
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 27,255 -0.35 426 -8.19
2025-08-12 13F Jpmorgan Chase & Co 14,289 -27.52 223 -33.43
2025-08-28 NP TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 552 0.00 9 -11.11
2025-07-28 NP HDG - ProShares Hedge Replication ETF 15 15.38 0
2025-08-14 13F Goldman Sachs Group Inc 13,934 -62.61 218 -65.72
2025-08-05 13F Bard Associates Inc 118,239 -0.61 1,878 -8.48
2025-08-14 13F Toroso Investments, LLC 23,454 22.36 367 12.62
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 1,270 0.00 20 -9.52
2025-08-13 13F Northern Trust Corp 94,589 -5.98 1,479 -13.51
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 11,010 2.80 172 -5.49
2025-08-12 13F Corebridge Financial, Inc. 0 -100.00 0
2025-08-04 13F Amalgamated Bank 397 0.00 0
2025-08-14 13F Glenmede Investment Management, LP 829 13
2025-08-12 13F Charles Schwab Investment Management Inc 34,392 5.62 538 -2.89
2025-08-12 13F Proequities, Inc. 0 0
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 59,313 0.00 918 -9.74
2025-05-27 NP NVSOX - Wells Fargo Disciplined Small Cap Fund Administrator Class 0 -100.00 0 -100.00
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 15,457 0.25 244 -12.59
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 794 0.00 13 -14.29
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 1,176 0.00 18 -5.26
2025-08-14 13F Raymond James Financial Inc 0 -100.00 0
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 5,927 -12.45 93 -20.00
2025-06-26 NP BLACKROCK FUNDS - iShares FTSE NAREIT All Equity REIT Index Fund 16,050 0.00 248 -9.82
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 8,494 0.00 133 -8.33
2025-08-14 13F Susquehanna International Group, Llp Call 0 -100.00 0
2025-07-29 13F Lesa Sroufe & Co 17,500 0.00 0
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 1,549 0.00 24 -7.69
2025-08-14 13F First Manhattan Co 158,600 -1.25 2,520 -9.03
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 830 7.37 13 -7.69
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 220 -31.89 3 -40.00
2025-08-13 13F New York State Common Retirement Fund 3,798 0.00 0
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 29,680 -0.90 459 -10.53
2025-08-11 13F Advisor Resource Council 0 -100.00 0
2025-08-14 13F Permanens Capital L.P. 165,848 611.55 2,625 552.99
2025-08-13 13F EverSource Wealth Advisors, LLC 5 -37.50 0
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 19,244 0.00 301 -8.26
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 103,273 -4.51 1,615 -12.13
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 4,116 0.00 64 -7.25
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 5,642 0.00 88 -7.37
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 9,892 0.63 156 -12.43
Other Listings
US:BRT US$ 15.68
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