DE:A0B0 / Amalgamated Financial Corp. - Kepemilikan Institusional - Pembeli

Amalgamated Financial Corp.
DE ˙ DB ˙ US0226711010
€ 24.60 ↑0.20 (0.82%)
2025-09-05
BAHAGING PRESYO
Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Amalgamated Financial Corp. meliputi Boston Trust Walden Corp, BOSOX - Boston Trust Small Cap Fund, FYX - First Trust Small Cap Core AlphaDEX Fund, FYC - First Trust Small Cap Growth AlphaDEX Fund, VMNFX - Vanguard Market Neutral Fund Investor Shares, Alliance Wealth Advisors, LLC /UT, Brevan Howard Capital Management LP, Pathstone Holdings, LLC, NVSOX - Wells Fargo Disciplined Small Cap Fund Administrator Class, Inceptionr Llc, FAD - First Trust Multi Cap Growth AlphaDEX Fund, THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A, EMC Capital Management, WSML - iShares MSCI World Small-Cap ETF, Glenmede Investment Management, LP, EBI - Longview Advantage ETF, BNP Paribas Asset Management Holding S.A., BRYN MAWR TRUST Co, MAI Capital Management, dan Assetmark, Inc .

Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan 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
(%)
2025-07-25 NP UCAGX - Cornerstone Aggressive Fund 2,996 320.20 91 291.30
2025-07-16 13F Signaturefd, Llc 1,523 110.07 48 135.00
2025-08-28 NP SPWIX - Simt Small Cap Growth Fund Class I 13,259 335.15 414 374.71
2025-08-14 13F Comerica Bank 599 18.85 19 28.57
2025-08-29 NP BSVO - EA Bridgeway Omni Small-Cap Value ETF 104,365 2.94 3,256 11.74
2025-08-13 13F Arrowstreet Capital, Limited Partnership 112,606 1.90 3,513 10.58
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 44,983 96.10 1,267 58.05
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 36,458 7.06 1,102 -0.36
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 55 30.95 2 0.00
2025-08-05 13F Bank Of Montreal /can/ 20,133 21.93 628 32.49
2025-07-25 NP USCRX - Cornerstone Moderately Aggressive Fund 10,625 0.97 321 -5.87
2025-06-26 NP THMAX - Thrivent Moderate Allocation Fund Class A 12,640 21.60 356 -2.20
2025-08-12 13F Ameritas Investment Partners, Inc. 2,392 37.16 75 48.00
2025-08-22 NP FESM - Fidelity Enhanced Small Cap ETF 58,857 4.94 1,836 13.90
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 2,746 23.64 86 34.92
2025-06-30 NP Two Roads Shared Trust - Hypatia Women CEO ETF 1,059 9.85 30 -12.12
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 18,000 35.34 562 46.86
2025-08-26 NP Profunds - Profund Vp Small-cap 54 35.00 2 0.00
2025-08-08 13F Geode Capital Management, Llc 608,506 20.18 18,988 30.41
2025-08-15 13F Tower Research Capital LLC (TRC) 2,014 140.62 63 158.33
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 1,720 31.40 54 43.24
2025-08-11 13F EntryPoint Capital, LLC 7,861 245
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 12,834 20.46 400 30.72
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 309 1.31 9 -20.00
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 3,731 13.72 116 23.40
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 2,034 2.52 57 -17.39
2025-08-13 13F Quantbot Technologies LP 17,981 561
2025-07-23 13F Klp Kapitalforvaltning As 4,100 51.85 128 64.94
2025-08-13 13F Hsbc Holdings Plc 23,251 55.24 732 70.63
2025-06-25 NP FAD - First Trust Multi Cap Growth AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,425 181
2025-08-26 NP Delaware Vip Trust - Delaware Vip Small Cap Value Series Standard Class 276,150 6.64 8,616 15.73
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 655 97.89 20 122.22
2025-08-12 13F BlackRock, Inc. 3,395,610 7.09 105,943 16.22
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 2,274 18.25 69 9.68
2025-07-28 NP HDG - ProShares Hedge Replication ETF 24 14.29 1
2025-08-08 13F/A Sterling Capital Management LLC 12,032 2.76 375 11.61
2025-06-26 NP AABFX - Thrivent Balanced Income Plus Fund Class A 1,090 21.52 31 -3.23
2025-08-14 13F Verition Fund Management LLC 7,556 236
2025-06-27 NP RSSL - Global X Russell 2000 ETF 10,756 5.47 303 -15.17
2025-05-14 13F Credit Agricole S A 152,678 31.55 4,389 13.00
2025-08-04 13F Assetmark, Inc 18 1
2025-08-11 13F Seizert Capital Partners, Llc 114,825 2.27 3,583 11.00
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 567,744 7.61 17,714 16.79
2025-07-24 13F IFP Advisors, Inc 22 69.23 2
2025-08-14 13F Bank Of America Corp /de/ 148,468 37.45 4,632 49.18
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 39,055 5.22 1,180 -1.99
2025-08-12 13F Nuveen, LLC 180,288 51.75 5,625 64.69
2025-08-12 13F Dimensional Fund Advisors Lp 1,352,288 2.70 42,192 11.46
2025-08-11 13F Vanguard Group Inc 1,377,823 9.77 42,988 19.13
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 3,106 30.56 97 41.18
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 33 26.92 1
2025-07-29 NP VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 89,459 8.83 2,703 1.35
2025-08-13 13F New York State Common Retirement Fund 8,349 22.58 0
2025-07-25 13F Natural Investments, Llc 21,147 3.18 1
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 2,457 74
2025-08-12 13F American Century Companies Inc 552,182 4.95 17,228 13.90
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 4,868 18.73 152 29.06
2025-08-28 NP SMVIX - Simt Small Cap Value Fund Class I 15,853 101.85 495 119.56
2025-07-11 13F Assenagon Asset Management S.A. 36,922 1,152
2025-06-26 NP TAAAX - Thrivent Aggressive Allocation Fund Class A 10,688 21.61 301 -2.28
2025-08-05 13F Bank of New York Mellon Corp 154,931 9.48 4,834 18.81
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 29,274 7.62 885 0.23
2025-07-17 13F SummerHaven Investment Management, LLC 29,222 1.83 912 10.42
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 40,584 31.40 1,266 42.57
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 1,109 9.26 35 17.24
2025-07-25 13F Allspring Global Investments Holdings, LLC 13,679 427
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 5,824 11.53 164 -9.89
2025-07-24 NP ESML - iShares ESG MSCI USA Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 52,865 0.58 1,598 -6.33
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 19,522 6.05 609 15.12
2025-06-26 NP DFUV - Dimensional US Marketwide Value ETF 8,792 24.60 248 0.41
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 19,123 11.21 539 -10.33
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 215,076 1.57 6,057 -18.14
2025-08-13 13F First Trust Advisors Lp 132,681 616.81 4,140 678.01
2025-08-14 13F Alliance Wealth Advisors, LLC /UT 46,391 10,155
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 15,926 24.09 481 15.63
2025-08-12 13F XTX Topco Ltd 16,226 123.34 506 143.27
2025-08-26 NP BOSOX - Boston Trust Small Cap Fund 221,531 6,912
2025-07-18 13F Truist Financial Corp 8,195 256
2025-08-12 13F Swiss National Bank 38,100 6.72 1,189 15.79
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 856 15.52 27 23.81
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 11,514 29.66 359 40.78
2025-08-14 13F Penn Capital Management Co Inc 11,454 2.36 357 11.21
2025-08-11 13F Empowered Funds, LLC 104,505 3.08 3,261 11.87
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 3,603 29.70 112 41.77
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 13 0
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 4,969 70.99 155 86.75
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 534 9.43 17 14.29
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 213 7.58 6 0.00
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 72 12.50 2 0.00
2025-08-14 13F Cubist Systematic Strategies, LLC 9,810 687.32 306 774.29
2025-08-26 13F/A Thrivent Financial For Lutherans 140,021 4.71 4 33.33
2025-08-12 13F Prudential Financial Inc 33,730 4.14 1,052 13.00
2025-08-14 13F Sei Investments Co 10,464 0.59 327 9.03
2025-07-28 13F BRYN MAWR TRUST Co 141 4
2025-06-27 NP DPST - Direxion Daily Regional Banks Bull 3X Shares 31,368 2.12 883 -17.71
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 450 7.40 14 16.67
2025-07-29 NP SLPAX - Siit Small Cap Fund - Class A 27,887 46.64 843 36.47
2025-08-11 13F Lsv Asset Management 321,758 11.35 10 25.00
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 61,315 82.32 1,727 46.89
2025-08-14 13F Millennium Management Llc 319,158 37.72 9,958 49.46
2025-07-30 NP BFOR - Barron's 400 ETF 12,246 7.55 370 0.27
2025-08-27 NP TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund Short -2,950 542.70 -92 607.69
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 3,408 16.16 96 -6.86
2025-08-12 13F Proequities, Inc. 0 0
2025-08-06 13F True Wealth Design, LLC 88 79.59 3 100.00
2025-08-11 13F EMC Capital Management 3,203 0
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 98,986 6.27 2,787 -14.35
2025-07-29 NP EBI - Longview Advantage ETF 1,683 51
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 181,006 1.99 5,097 -17.79
2025-07-22 NP FSCC - Federated Hermes MDT Small Cap Core ETF 2,733 17.10 83 9.33
2025-08-26 NP NVSOX - Wells Fargo Disciplined Small Cap Fund Administrator Class 8,530 266
2025-08-14 13F State Of Wisconsin Investment Board 20,613 6.41 643 15.65
2025-06-25 NP FNCL - Fidelity MSCI Financials 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 6,039 0.50 170 -18.66
2025-08-14 13F Brevan Howard Capital Management LP 12,190 380
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 2,392 37.16 75 48.00
2025-08-13 13F EverSource Wealth Advisors, LLC 69 245.00 2
2025-08-12 13F Pathstone Holdings, LLC 11,854 370
2025-08-12 13F Legal & General Group Plc 21,476 11.59 670 21.16
2025-08-14 13F Wells Fargo & Company/mn 15,232 27.51 475 38.48
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 5,506 38.38 172 50.00
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 9,534 4.44 268 -15.72
2025-08-04 13F Atria Investments Llc 7,149 2.06 223 10.95
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 4,478 27.65 126 3.28
2025-08-26 NP SCRSX - Small Cap Core Portfolio SCB Class 108,980 34.88 3,400 46.36
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 22,215 21.65 671 13.34
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 3,547 35.59 111 46.67
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 180,383 6.22 5,080 -14.39
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 957 3,317.86 27
2025-07-24 13F Us Bancorp \de\ 4,383 31.11 137 41.67
2025-04-17 13F Sound Income Strategies, LLC 0 0
2025-06-25 NP ISCB - iShares Morningstar Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 854 4.02 24 -14.29
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 4,633 36.75 145 48.45
2025-08-13 13F Northern Trust Corp 231,592 10.50 7,226 19.92
2025-08-27 13F/A Squarepoint Ops LLC 12,519 391
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 6 20.00 0
2025-07-14 13F GAMMA Investing LLC 304 80.95 9 125.00
2025-07-29 NP VFAIX - Vanguard Financials Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 30,798 12.02 931 4.26
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 2,198 43.57 69 54.55
2025-06-26 NP TCAAX - Thrivent Moderately Conservative Allocation Fund Class A 2,497 20.92 70 -2.78
2025-08-14 13F Ubs Asset Management Americas Inc 88,210 35.48 2,752 47.09
2025-08-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 42,142 129.69 1,315 149.34
2025-08-14 13F Royal Bank Of Canada 10,947 19.25 341 29.17
2025-06-26 NP AALGX - Thrivent Global Stock Fund Class A 4,780 22.25 135 -1.47
2025-08-11 13F Martingale Asset Management L P 67,898 1.96 2,118 10.66
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 100,108 0.44 3,025 -6.46
2025-08-11 13F VSM Wealth Advisory, LLC 121 0.83 4 0.00
2025-08-14 13F Manufacturers Life Insurance Company, The 12,143 18.63 379 28.57
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 10,836 32.31 338 43.83
2025-06-26 NP DFSVX - U.s. Small Cap Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 82,356 785.26 2,319 613.54
2025-08-12 13F MAI Capital Management 61 2
2025-03-25 NP TASVX - PGIM QMA SMALL-CAP VALUE FUND Class Z 61,300 685.90 2,142 729.84
2025-08-14 13F Glenmede Investment Management, LP 1,912 60
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 426 0
2025-07-28 13F Boston Trust Walden Corp 544,044 16,974
2025-09-04 13F/A Advisor Group Holdings, Inc. 1,080 56.75 34 73.68
2025-08-14 13F Dark Forest Capital Management Lp 37,957 105.50 1,184 122.98
2025-06-26 NP ISCV - iShares Morningstar Small-Cap Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,822 4.11 51 -16.39
2025-08-14 13F Fmr Llc 62,359 6.86 1,946 15.98
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 113,696 0.23 3,436 -6.68
2025-08-14 13F Susquehanna International Group, Llp 42,489 5.78 1,326 14.82
2025-08-13 13F Isthmus Partners, Llc 109,735 0.18 3,424 8.70
2025-08-14 13F Xponance, Inc. 8,552 1.96 267 10.37
2025-08-01 13F Envestnet Asset Management Inc 9,350 0.94 292 9.40
2025-08-13 13F Victory Capital Management Inc 78,140 225.71 2,438 253.70
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 44,181 2.34 1,244 -17.51
2025-08-27 NP VMNFX - Vanguard Market Neutral 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 50,270 1,568
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 1,417 17.20 40 -7.14
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 14,851 9.66 449 2.05
2025-08-14 13F Ameriprise Financial Inc 53,898 2.49 1,682 11.25
2025-06-26 NP TISEX - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 111,920 3,152
2025-05-27 NP MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class 16,996 2.64 489 -11.91
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 6,302 197
2025-08-28 NP SEIS - SEI Select Small Cap ETF 16,727 12.07 522 21.45
2025-08-14 13F California State Teachers Retirement System 23,752 0.70 741 9.29
2025-08-14 13F Bridgeway Capital Management Inc 286,835 1.10 8,949 9.72
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 82 26.15 3 100.00
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 11,910 3.84 372 12.77
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 30,876 2.55 963 11.33
2025-07-21 13F Ameritas Advisory Services, LLC 17 1
2025-08-14 13F/A Barclays Plc 194,315 18.15 6 50.00
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 119 30.77 4 50.00
2025-08-12 13F Rhumbline Advisers 35,442 27.94 1,106 38.82
2025-07-28 NP VCSLX - Small Cap Index Fund 7,611 11.30 230 4.07
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 6,503 46.56 203 59.06
2025-08-15 13F Morgan Stanley 180,981 5.30 5,647 14.27
2025-08-12 13F CIBC Private Wealth Group, LLC 753 68.83 23 109.09
2025-08-14 13F Voya Investment Management Llc 7,711 241
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 52,828 30.49 1,648 41.70
2025-08-08 13F Creative Planning 28,633 10.67 893 20.19
2025-06-25 NP FYX - First Trust Small Cap Core AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 53,530 1,507
2025-06-25 NP FYC - First Trust Small Cap Growth AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 51,883 1,461
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 2,664 61.26 75 31.58
2025-06-26 NP TMAAX - Thrivent Moderately Aggressive Allocation Fund Class A 18,379 20.55 518 -2.82
2025-08-14 13F Voloridge Investment Management, Llc 34,484 68.37 1,076 82.82
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 4,571 33.89 143 44.90
2025-06-26 NP LSVQX - LSV Small Cap Value Fund Institutional Class Shares 59,313 55.68 1,670 25.47
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 7,658 17.01 239 26.60
2025-08-14 13F Macquarie Group Ltd 945,683 1.82 29,505 10.49
2025-08-11 13F Alps Advisors Inc 12,246 1.22 382 10.09
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 27,349 29.43 853 40.53
2025-08-08 13F Principal Financial Group Inc 43,745 124.00 1,365 143.14
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 156,487 29.76 4,882 40.81
2025-08-27 NP TLEQX - Small-Cap Equity Fund 2,145 121.13 67 144.44
2025-08-27 NP Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 13,452 0.73 420 9.40
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 25,545 32.11 797 43.60
2025-08-26 NP TMSL - T. Rowe Price Small-Mid Cap ETF 39,017 18.23 1,217 28.38
2025-08-14 13F Price T Rowe Associates Inc /md/ 142,694 7.96 4 33.33
2025-08-11 13F Rothschild Investment Llc 85 142.86 3 100.00
2025-07-16 13F Congress Asset Management Co /ma 159,189 0.13 4,967 8.67
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 207,510 24.59 6,474 35.21
2025-07-15 13F Ballentine Partners, LLC 21,235 54.63 663 68.02
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 124,518 5.95 3,506 -14.61
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 8,501 41.94 265 54.07
2025-08-13 13F Federated Hermes, Inc. 244,222 0.68 7,620 9.25
2025-07-14 13F Harrington Investments, INC 80,510 0.44 2,512 8.98
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 76,808 5.24 2,163 -15.18
2025-07-08 13F Parallel Advisors, LLC 1,666 1.03 52 8.51
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 449,534 3.02 13,585 -4.07
2025-08-12 13F Inceptionr Llc 7,193 224
Other Listings
US:AMAL US$ 28.87
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