DE:BK2 / The Buckle, Inc. - Kepemilikan Institusional - Pembeli

The Buckle, Inc.
DE ˙ DB ˙ US1184401065
€ 48.89 ↑0.12 (0.25%)
2025-09-04
BAHAGING PRESYO
Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di The Buckle, Inc. meliputi Numerai GP LLC, Jackson Creek Investment Advisors LLC, Ieq Capital, Llc, ORSIX - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I, Burford Brothers, Inc., Brevan Howard Capital Management LP, Picton Mahoney Asset Management, FSCS - Mid Cap US Equity Select ETF, Draper Asset Management, LLC, Glenmede Investment Management, LP, Baron Wealth Management LLC, Voleon Capital Management Lp, 111 Capital, Freestone Grove Partners LP, Wealth Enhancement Advisory Services, Llc, SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF, GAFCX - Virtus AlphaSimplex Global Alternatives Fund Class C, WSML - iShares MSCI World Small-Cap ETF, Hantz Financial Services, Inc., dan ABLS - Abacus FCF Small Cap Leaders ETF .

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
(%)
2025-08-25 NP GARIX - Gotham Absolute Return Fund Institutional Class 8,984 8.10 407 41.81
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 40,161 12.63 1,396 -17.80
2025-08-28 NP Humankind Benefit Corp - Humankind US Stock ETF 110 5
2025-08-07 13F Allworth Financial LP 771 1,652.27 35 3,300.00
2025-08-27 NP VTMSX - Vanguard Tax-Managed Small-Cap 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 158,482 23.90 7,187 46.64
2025-06-27 NP AVFIX - American Beacon Small Cap Value Fund Institutional Class 149,570 31.01 5,199 -4.34
2025-08-14 13F/A Skopos Labs, Inc. 425 543.94 19 850.00
2025-08-15 NP RYVFX - Royce Small-Cap Value Fund Service Class 40,944 2.47 1,857 21.23
2025-08-14 13F Point72 Asset Management, L.P. 52,956 252.90 2,402 317.57
2025-08-06 13F Rialto Wealth Management, LLC 4 0
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 74 1.37 3 50.00
2025-07-24 13F IFP Advisors, Inc 2,431 12.49 110 34.15
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 80,137 0.87 2,786 -26.36
2025-05-05 13F Lindbrook Capital, Llc 17 1
2025-07-10 13F Redhawk Wealth Advisors, Inc. 22,528 4.58 1,022 23.76
2025-08-14 13F/A Barclays Plc 127,752 21.22 6 25.00
2025-07-15 13F Fortitude Family Office, LLC 10 0
2025-08-11 13F Royce & Associates Lp 170,692 13.21 7,741 33.98
2025-08-14 13F Numerai GP LLC 176,207 7,991
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 851 5.85 39 26.67
2025-06-26 NP SMLF - iShares Edge MSCI Multifactor 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 45,811 11.14 1,592 -18.86
2025-05-28 NP JMEE - JPMorgan Market Expansion Enhanced Equity ETF 31,961 10.36 1,225 -16.79
2025-07-29 13F Empirical Asset Management, LLC 15,149 31.98 687 56.49
2025-08-14 13F Ieq Capital, Llc 27,352 1,240
2025-08-12 13F American Century Companies Inc 1,121,949 5.46 50,880 24.81
2025-08-14 13F Balyasny Asset Management Llc 6,388 290
2025-08-26 NP Profunds - Profund Vp Small-cap 72 2.86 3 50.00
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 155,122 9.76 6,610 16.77
2025-08-11 13F Banque Cantonale Vaudoise 6,455 6.62 0
2025-08-13 13F Amundi 106,701 407.64 5,055 582.05
2025-03-28 NP GCSIX - Goldman Sachs Small Cap Equity Insights Fund Institutional 37,976 3.92 1,808 16.27
2025-08-08 13F Geode Capital Management, Llc 900,932 5.60 40,861 24.96
2025-08-14 13F Aquatic Capital Management LLC 41,252 42.58 1,871 68.77
2025-08-14 13F Mercer Global Advisors Inc /adv 17,090 12.35 775 33.16
2025-07-28 NP RWJ - Invesco S&P SmallCap 600 Revenue 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 36,434 12.12 1,552 19.29
2025-08-13 13F Capital Fund Management S.a. 53,311 228.43 2,418 288.59
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 14,640 2.11 664 20.77
2025-08-14 13F Millennium Management Llc 304,812 206.20 13,823 262.43
2025-06-30 NP XSMO - Invesco S&P SmallCap Momentum 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 82,779 241.79 2,877 219.67
2025-08-05 13F Simplex Trading, Llc Call 2,100 90.91 0
2025-08-14 13F Royal Bank Of Canada 12,436 38.67 565 64.72
2025-08-12 13F Landscape Capital Management, L.l.c. 89,773 4,071
2025-08-14 13F Wells Fargo & Company/mn 39,923 2.41 1,810 21.23
2025-08-13 13F Jump Financial, LLC 90,767 4,116
2025-08-14 13F Susquehanna International Group, Llp Call 66,200 28.29 3,002 51.85
2025-08-05 13F Bank of New York Mellon Corp 532,522 1.74 24,150 20.41
2025-08-14 13F Susquehanna International Group, Llp Put 48,400 328.32 2,195 406.70
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 1,376 8.26 59 16.00
2025-08-27 NP PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 26,827 1.32 1,217 19.92
2025-08-15 13F Morgan Stanley 970,858 164.37 44,028 212.88
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 64,558 7.56 2,751 14.44
2025-08-29 NP DHS - WisdomTree U.S. High Dividend Fund N/A 27,843 5.17 1,263 24.46
2025-07-11 13F Farther Finance Advisors, LLC 19 5.56 1
2025-08-14 13F Brevan Howard Capital Management LP 13,800 626
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 418 2.96 16 -20.00
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 27,577 13.13 1,251 35.14
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 2,184 5.71 99 25.32
2025-07-21 13F Qrg Capital Management, Inc. 23,922 11.27 1,085 31.71
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 164,222 0.91 6,997 7.37
2025-07-25 NP UCAGX - Cornerstone Aggressive Fund 2,101 2.89 90 9.88
2025-08-14 13F Ubs Asset Management Americas Inc 91,806 50.66 4,163 78.29
2025-08-12 13F Brandywine Global Investment Management, LLC 223,520 20.78 10,137 42.94
2025-06-25 NP FYT - First Trust Small Cap Value 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 12,348 36.65 429 -0.23
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 11,187 11.51 389 -18.66
2025-06-26 NP USCAX - Small Cap Stock Fund Shares 51,944 4.42 1,806 -23.78
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 10,258 34.13 357 -2.20
2025-07-28 13F WealthPlan Investment Management, LLC 14,073 22.93 638 45.66
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 6,047 4.29 274 23.42
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 4,818 2.45 218 21.11
2025-08-13 13F Baird Financial Group, Inc. 79,549 38.66 3,608 64.10
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 6,471 293
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 4,511 215
2025-07-23 13F Louisiana State Employees Retirement System 14,200 0.71 644 19.07
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 55,876 1.89 2,381 8.38
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 37,494 99.67 1,303 45.75
2025-07-17 13F Sound Income Strategies, LLC 300 14
2025-08-26 NP FSCS - Mid Cap US Equity Select ETF 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 10,901 494
2025-07-29 13F Unison Advisors LLC 41,474 7.90 1,881 27.72
2025-06-24 NP SFSNX - Schwab Fundamental US Small Company Index Fund Institutional Shares 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 40,702 4.83 1,415 -23.48
2025-07-28 NP CLIX - ProShares Long Online/Short Stores Retail ETF 7,112 4.77 303 11.81
2025-08-12 13F Public Sector Pension Investment Board 103,295 8.85 4,684 28.82
2025-07-21 13F Ameritas Advisory Services, LLC 200 9
2025-08-29 NP QSML - WisdomTree U.S. SmallCap Quality Growth Fund 553 8.43 25 31.58
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 313,254 2.53 10,889 -25.14
2025-07-25 NP AFSM - First Trust Active Factor Small Cap ETF 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 3,779 0.24 161 7.33
2025-08-29 NP STXK - Strive Small-Cap ETF 903 3.20 41 21.21
2025-08-14 13F PDT Partners, LLC 8,800 399
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 3,227 6.26 146 25.86
2025-08-13 13F Norges Bank 31,069 1,409
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 44 2.33 2 0.00
2025-08-14 13F Aqr Capital Management Llc 207,057 119.32 9,390 159.61
2025-08-12 13F Ameritas Investment Partners, Inc. 18,204 1.05 826 19.57
2025-08-12 13F Legal & General Group Plc 89,005 2.52 4,036 21.35
2025-07-24 13F Us Bancorp \de\ 347 813.16 16 1,400.00
2025-05-27 NP GAFCX - Virtus AlphaSimplex Global Alternatives Fund Class C 1,988 76
2025-08-13 13F Russell Investments Group, Ltd. 27,366 323.56 1,241 402.43
2025-08-14 13F Capstone Investment Advisors, Llc 20,355 923
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 7,781 8.70 353 28.47
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 1,398 21.57 60 28.26
2025-06-20 NP ABLS - Abacus FCF Small Cap Leaders ETF 206 7
2025-08-13 13F EverSource Wealth Advisors, LLC 957 162.19 43 230.77
2025-08-12 13F Franklin Resources Inc 26,453 0.88 1,200 19.42
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 21 1
2025-08-12 13F Global Retirement Partners, LLC 219 106.60 10 80.00
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 8,790 1.36 306 -25.97
2025-08-28 NP QCSTRX - Stock Account Class R1 186,870 8,475
2025-08-12 13F O'shaughnessy Asset Management, Llc 26,750 61.36 1,213 91.02
2025-07-24 NP HSMNX - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 12,460 66.98 531 77.85
2025-06-26 NP DFUV - Dimensional US Marketwide Value ETF 31,179 0.19 1,084 -26.87
2025-08-06 13F First Horizon Advisors, Inc. 83 492.86 4
2025-08-08 13F Atlantic Trust, LLC 15 1
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 6,201 1.69 281 20.60
2025-08-14 13F Evergreen Capital Management Llc 8,672 393
2025-08-12 13F MAI Capital Management 114 72.73 5 150.00
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 870 30.04 39 56.00
2025-08-25 NP QWVOX - Clearwater Small Companies Fund 2,558 82.71 116 118.87
2025-07-22 13F HFM Investment Advisors, LLC 3 200.00 0
2025-07-17 13F SummerHaven Investment Management, LLC 21,755 1.91 987 20.54
2025-07-22 13F Bay Harbor Wealth Management, LLC 2 100.00 0
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 1,759 72.96 61 27.08
2025-08-12 13F Aigen Investment Management, Lp 6,900 14.01 313 35.06
2025-08-14 13F Mariner, LLC 5,583 253
2025-07-25 13F Hemington Wealth Management 195 18.90 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 36,687 4.27 1,664 23.37
2025-08-13 13F Quantbot Technologies LP 62,398 500.38 2,830 610.80
2025-08-13 13F Jackson Creek Investment Advisors LLC 40,743 2
2025-07-09 13F Massmutual Trust Co Fsb/adv 114 137.50 5 400.00
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 16,408 14.76 699 22.20
2025-08-14 13F Group One Trading, L.p. Put 800 36
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 310 14
2025-07-25 13F Cwm, Llc 9,885 185.61 0
2025-08-01 13F Bessemer Group Inc 137 48.91 0
2025-07-31 13F Asset Management One Co., Ltd. 67,379 90.85 3,056 125.96
2025-08-14 13F Quantinno Capital Management LP 5,259 239
2025-08-15 NP Royce Value Trust Inc 36,857 39.07 1,671 64.63
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 19,951 3.93 905 22.99
2025-06-30 NP SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF 2,383 83
2025-08-13 13F Victory Capital Management Inc 704,594 9.08 31,953 29.09
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 2,963 16.56 134 38.14
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 18,534 841
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 11,174 11.84 388 -18.32
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 45,301 15.35 1,930 22.77
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 259,117 2.98 11,751 21.86
2025-07-28 NP VCSLX - Small Cap Index Fund 12,553 6.40 535 13.14
2025-08-28 NP XRT - SPDR(R) S&P(R) Retail 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 97,721 13.29 4,432 34.07
2025-08-13 13F Jones Financial Companies Lllp 746 108.38 34 153.85
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 4,334 18.94 151 -13.29
2025-08-12 13F Nuveen, LLC 424,851 322.89 19,267 400.55
2025-08-12 13F SRS Capital Advisors, Inc. 166 937.50 8
2025-08-15 13F Great West Life Assurance Co /can/ 32,248 5.21 1 0.00
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 664 9.57 30 30.43
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 1,820 78
2025-04-24 NP OASC - OneAscent Small Cap Core ETF 1,673 12.06 67 -12.99
2025-08-15 NP RCPFX - Royce Capital Fund - Small-Cap Portfolio Investment Class 88,589 11.21 4,018 31.62
2025-07-29 NP ESGV - Vanguard ESG U.S. Stock ETF 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 6,617 3.94 282 10.63
2025-07-25 13F Yousif Capital Management, Llc 11,193 0.66 508 19.01
2025-08-14 13F Bank Of America Corp /de/ 245,140 74.95 11,117 107.06
2025-08-26 NP Profunds - Profund Vp Small-cap Growth 348 3.88 16 25.00
2025-07-10 13F Oldfather Financial Services, LLC 49,453 4.44 2,243 23.59
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 4,639 50.91 161 10.27
2025-08-22 NP FEAC - Fidelity Enhanced U.S. All-Cap Equity ETF 60 3
2025-08-14 13F Toroso Investments, LLC 30,686 1,392
2025-08-15 13F State of Tennessee, Treasury Department 28,053 6.78 1,272 26.44
2025-07-08 13F Parallel Advisors, LLC 284 22.41 13 50.00
2025-08-08 13F Intech Investment Management Llc 101,543 100.37 4,605 137.20
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 4,724 7.36 214 27.38
2025-08-01 13F Clark Asset Management, LLC 5,179 235
2025-08-13 13F Walleye Trading LLC Call 26,400 1,197
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 5,970 18.31 208 -13.75
2025-08-13 13F Walleye Trading LLC Put 1,400 63
2025-08-08 13F Hartland & Co., LLC 3 0
2025-08-13 13F Walleye Trading LLC 2,051 93
2025-08-12 13F Picton Mahoney Asset Management 12,299 1
2025-08-14 13F Price T Rowe Associates Inc /md/ 15,514 14.17 1
2025-08-05 13F Bank Of Montreal /can/ 7,699 3.80 349 22.89
2025-07-29 NP ORSIX - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 21,060 897
2025-08-28 NP HEJD - VictoryShares Hedged Equity Income ETF 3,160 148.62 143 197.92
2025-05-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 15,881 2.41 609 -22.74
2025-08-12 13F Rhumbline Advisers 102,095 5.60 4,630 24.97
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 4,002 14.31 171 21.43
2025-08-26 NP Profunds - Profund Vp Small-cap Value 331 1.53 15 25.00
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 977,805 2.25 44,343 21.01
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 35,670 2.20 1,618 20.94
2025-06-27 NP RSSL - Global X Russell 2000 ETF 18,733 6.52 651 -22.22
2025-07-07 13F Versant Capital Management, Inc 833 102.18 38 146.67
2025-07-16 13F Signaturefd, Llc 2,560 62.44 116 93.33
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 13,674 4.18 475 -23.88
2025-08-14 13F Beacon Investment Advisors Llc 35,056 1.08 1,598 20.26
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 115,150 20.08 4,003 -12.33
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 2,301 104
2025-05-22 NP ROSC - Hartford Multifactor Small Cap ETF 7,517 6.38 288 -19.78
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 922,794 5.11 39,320 11.83
2025-08-26 NP GCTIX - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 87,070 978.27 3,949 1,114.77
2025-08-06 13F Commonwealth Equity Services, Llc 7,336 0.67 0
2025-07-11 13F/A Umb Bank N A/mo 1,628 4.90 74 23.73
2025-08-27 13F/A Squarepoint Ops LLC 166,626 322.38 7,556 400.07
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 1,091 4.20 49 22.50
2025-08-13 13F Hsbc Holdings Plc 16,963 769
2025-07-28 NP HDG - ProShares Hedge Replication ETF 41 13.89 2 0.00
2025-07-17 13F Jlb & Associates Inc 5,000 227
2025-07-21 13F 111 Capital 5,047 229
2025-08-04 13F Hantz Financial Services, Inc. 255 0
2025-08-06 13F S&t Bank/pa 689 2.07 31 24.00
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 125 6
2025-08-13 13F Arizona State Retirement System 8,958 2.51 406 21.56
2025-08-15 13F Tower Research Capital LLC (TRC) 3,158 24.53 143 47.42
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 52,180 8.42 2,223 15.36
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 128 0.79 4 -33.33
2025-08-28 NP SSSEX - State Street Small-Cap Equity 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 1,760 0.06 80 17.91
2025-07-31 13F Draper Asset Management, LLC 10,263 468
2025-08-14 13F UBS Group AG 366,150 29.00 16,605 52.67
2025-07-29 NP EBI - Longview Advantage ETF 3,338 3,413.68 142 4,633.33
2025-08-08 13F/A Sterling Capital Management LLC 6,778 21,081.25 307 30,600.00
2025-06-27 NP RETL - Direxion Daily Retail Bull 3X Shares 8,179 7.68 284 -21.33
2025-08-14 13F Voya Investment Management Llc 8,533 2.87 387 21.77
2025-08-26 NP FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF 2,576 8.42 117 27.47
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 466,501 1.14 21,156 19.69
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 449 59.79 16 15.38
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 5,952 10.30 270 30.58
2025-07-16 13F State of Alaska, Department of Revenue 18,048 8.89 1
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 10 0
2025-08-14 13F Horizon Investments, LLC 13,010 586
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 23,408 2.63 1,062 21.40
2025-08-29 NP PMJIX - PIMCO RAE US Small Fund Institutional Class 50,554 4.77 2,293 23.96
2025-05-15 13F Texas Permanent School Fund 77,620 2,698
2025-07-28 NP ONLN - ProShares Online Retail ETF 71,116 6.85 3,030 13.70
2025-08-14 13F Goldman Sachs Group Inc 624,833 50.47 28,336 78.08
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-28 NP VLU - SPDR S&P 1500 Value Tilt 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 1,271 101.11 58 137.50
2025-08-12 13F Proequities, Inc. 0 0
2025-06-25 NP FAB - First Trust Multi Cap Value 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 2,274 70.85 79 25.40
2025-07-28 NP QVMS - Invesco S&P SmallCap 600 QVM Multi-factor 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 4,972 5.07 212 11.64
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 15,262 15.55 692 36.76
2025-08-14 13F Bnp Paribas Arbitrage, Sa 142,124 61.23 6,445 90.85
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 6,009 4.27 209 -24.09
2025-08-12 13F Charles Schwab Investment Management Inc 1,373,611 0.94 62,293 19.46
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 161 2.55 7 16.67
2025-08-28 NP CBHAX - Victory Market Neutral Income Fund Class A 187,609 15.98 8,508 37.27
2025-08-12 13F Prudential Financial Inc 31,471 7.58 1,503 7.36
2025-05-27 NP FTKI - First Trust Small Cap BuyWrite Income ETF 70 3
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 10,939 10.41 496 30.87
2025-08-07 13F Parkside Financial Bank & Trust 334 108.75 15 150.00
2025-08-14 13F Glenmede Investment Management, LP 7,200 327
2025-08-14 13F Gotham Asset Management, LLC 19,651 39.10 891 64.70
2025-08-14 13F Voleon Capital Management Lp 5,638 256
2025-08-08 13F SBI Securities Co., Ltd. 999 64.85 45 95.65
2025-08-14 13F Freestone Grove Partners LP 4,777 217
2025-07-31 13F Whipplewood Advisors, LLC 27 285.71 1
2025-08-14 13F Lazard Asset Management Llc 64,852 501.54 3
2025-07-23 13F Maryland State Retirement & Pension System 8,907 1.78 404 20.30
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 6,349 1.93 288 20.59
2025-08-28 NP TPSC - Timothy Plan US Small Cap Core ETF 12,980 26.29 589 49.62
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 10,760 4.87 488 23.92
2025-07-29 NP SIXS - 6 Meridian Small Cap Equity ETF 27,985 11.35 1,192 18.49
2025-08-12 13F Steward Partners Investment Advisory, Llc 5,880 121.80 267 163.37
2025-07-31 13F Nisa Investment Advisors, Llc 25,940 47.29 1,176 74.48
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 3,511 2.57 122 -24.69
2025-07-14 13F GAMMA Investing LLC 3,134 546.19 142 688.89
2025-07-09 13F Baron Wealth Management LLC 6,254 284
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 111 6
2025-07-25 NP FNDB - Schwab Fundamental U.S. Broad Market Index 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 1,504 10.43 64 18.52
2025-07-24 13F Monument Capital Management 6,264 284
2025-07-25 13F Oregon Public Employees Retirement Fund 6,916 1.47 314 19.92
2025-07-16 13F Evergreen Private Wealth LLC 43 2
2025-08-28 NP SPTM - SPDR(R) Portfolio Total Stock Market 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 5,479 2.05 248 20.98
2025-07-29 13F Burford Brothers, Inc. 14,776 670
2025-08-14 13F Comerica Bank 10,119 0.76 459 19.27
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 76,791 3.11 2,669 -24.71
2025-08-11 13F Covestor Ltd 3,451 15.96 0
2025-06-30 NP VEXPX - VANGUARD EXPLORER 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 201,463 13.70 7,003 -16.99
2025-08-11 13F Rothschild Investment Llc 70 100.00 3 200.00
2025-08-14 13F Maverick Capital Ltd 59,946 75.62 2,719 107.80
2025-08-14 13F Algert Global Llc 209,797 10
2025-08-27 NP SPSCX - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 6,650 1.99 302 -9.06
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 22,285 1.43 1,011 20.10
2025-07-22 13F Belpointe Asset Management LLC 10,997 11.92 499 32.45
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 931 42
2025-08-11 13F Principal Securities, Inc. 839 11.13 38 0.00
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 1,531 3.87 53 -24.29
2025-08-19 13F State of Wyoming 27,961 277.44 1,268 348.06
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 418 1.46 15 -26.32
2025-08-04 13F Amalgamated Bank 8,650 0.89 0
2025-07-25 NP SCHD - Schwab U.S. Dividend Equity 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 851,883 8.22 36,299 15.14
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 70,772 4.45 3,016 11.13
2025-05-15 13F Glenmede Trust Co Na 6,256 8.54 240 -18.15
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 1,589 9.13 72 30.91
2025-08-26 13F/A Thrivent Financial For Lutherans 22,342 1.43 1
2025-08-12 13F Manchester Capital Management LLC 7 133.33 0
2025-08-29 NP MFUS - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1,242 8.66 56 30.23
Other Listings
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