DE:COS / CNO Financial Group, Inc. - Kepemilikan Institusional - Pembeli

CNO Financial Group, Inc.
DE ˙ DB ˙ US12621E1038
€ 34.40 ↑0.60 (1.78%)
2025-09-05
BAHAGING PRESYO
Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di CNO Financial Group, Inc. meliputi Hudson Bay Capital Management LP, HFCGX - Hennessy Cornerstone Growth Fund Investor Class, Peregrine Capital Management Llc, SDVD - FT Vest SMID Rising Dividend Achievers Target Income ETF, DWAS - Invesco DWA SmallCap Momentum ETF, Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund, Horizon Investments, LLC, Gamco Investors, Inc. Et Al, MVFD - Monarch Volume Factor Dividend Tree Index ETF, Cresset Asset Management, LLC, PFI - Invesco DWA Financial Momentum ETF, FDLS - Inspire Fidelis Multi Factor ETF, Invst, LLC, EKGAX - Wells Fargo Global Small Cap Fund (f/k/a Wells Fargo Global Opportunities Fund) Class A, EHLS - Even Herd Long Short ETF, Inspire Advisors, LLC, Merit Financial Group, LLC, Vise Technologies, Inc., SummitTX Capital, L.P., dan Vicus Capital .

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
(%)
2025-07-24 13F IFP Advisors, Inc 600 32.16 25 38.89
2025-08-12 13F SRS Capital Advisors, Inc. 3,309 129
2025-08-18 13F Geneos Wealth Management Inc. 1,513 5.22 58 -1.69
2025-08-14 13F Erste Asset Management GmbH 4,849 186
2025-08-14 13F Fieldview Capital Management, LLC 6,056 234
2025-07-25 NP DCCAX - Delaware Small Cap Core Fund Class A 2,034,754 4.37 77,239 -4.96
2025-07-28 13F Allianz Asset Management GmbH 1,546,745 70.95 59,673 58.35
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 17,137 4.50 650 -0.61
2025-08-20 NP RUSC - U.S. Small Cap Equity Active ETF 1,246 48
2025-08-08 13F Larson Financial Group LLC 62 2
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 108,600 1.00 4,122 -8.03
2025-07-23 NP CFSLX - Column Small Cap Fund 61,409 11.65 2,331 1.66
2025-06-26 NP PQCCX - PGIM QMA Mid-Cap Core Equity Fund Class R6 445 9.88 17 0.00
2025-08-13 13F New York State Common Retirement Fund 36,245 9.02 1 0.00
2025-08-26 NP ESPAX - Wells Fargo Special Small Cap Value Fund Class A 717,000 29.38 27,662 19.84
2025-08-26 NP FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF 6,555 29.55 253 20.00
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 2,738 27.17 106 17.98
2025-07-31 13F Nisa Investment Advisors, Llc 24,983 0.52 964 -6.96
2025-07-17 13F Uncommon Cents Investing LLC 21,440 0.45 827 -6.97
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 19,456 13.45 738 7.89
2025-08-14 13F Clark Capital Management Group, Inc. 188,204 57.55 7,261 45.93
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 5,363 3.83 203 -1.46
2025-08-28 NP SPWIX - Simt Small Cap Growth Fund Class I 74,131 61.14 2,860 49.22
2025-08-27 NP Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 133,268 51.42 5,141 40.27
2025-08-14 13F Jain Global LLC 11,410 440
2025-08-20 NP AQRNX - AQR Multi-Asset Fund Class N 1,426 36.98 55 27.91
2025-08-14 13F Petrus Trust Company, LTA 8,797 4.99 339 -2.59
2025-08-14 13F GWM Advisors LLC 305 49.51 12 37.50
2025-07-25 NP AFMC - First Trust Active Factor Mid 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 4,613 175
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 14,003 9.93 531 4.53
2025-07-29 NP JSTC - Adasina Social Justice All Cap Global ETF 2,950 16.60 112 5.71
2025-07-30 13F Denali Advisors Llc 15,007 579
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 408,691 13.15 15,767 4.81
2025-08-26 NP EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 9,818 1.70 379 -5.97
2025-08-07 13F Everhart Financial Group, Inc. 20,060 4.44 774 -3.37
2025-07-24 13F Callan Family Office, LLC 14,894 193.19 575 172.04
2025-07-31 13F State of New Jersey Common Pension Fund D 50,535 4.86 1,950 -2.89
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 77,258 7.89 2,933 -1.78
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 23,039 4.61 889 -3.16
2025-06-03 13F Invst, LLC 16,256 677
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 512,565 6.32 19,457 -3.19
2025-07-22 13F Merit Financial Group, LLC 7,269 280
2025-08-14 13F Jane Street Group, Llc 296,113 98.52 11,424 83.90
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 59,739 89.31 2,266 79.84
2025-08-06 13F Rialto Wealth Management, LLC 8 0
2025-07-22 13F Net Worth Advisory Group 10,636 5.65 410 -2.15
2025-08-14 13F Bnp Paribas Arbitrage, Sa 24,770 18.25 956 9.52
2025-08-14 13F/A Barclays Plc 227,944 24.06 9 14.29
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Franklin Small Company Value Portfolio Class 1 195,055 5.39 7,400 0.12
2025-04-24 NP BDSIX - BlackRock Advantage Small Cap Core Fund Institutional Shares 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 156,638 1.34 6,530 5.90
2025-07-24 13F Jfs Wealth Advisors, Llc 101 20.24 4 0.00
2025-08-14 13F Schonfeld Strategic Advisors LLC 7,450 287
2025-08-12 13F Charles Schwab Investment Management Inc 1,142,981 3.35 44,096 -4.27
2025-08-14 13F Hancock Whitney Corp 16,907 53.14 652 42.05
2025-07-28 NP VCSLX - Small Cap Index Fund 42,422 5.45 1,610 -4.00
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 5,915 225
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 174,872 0.71 6,747 -6.72
2025-08-26 NP GSCYX - SMALL CAP EQUITY FUND Institutional 75,274 104.18 2,904 89.19
2025-08-13 13F Northwestern Mutual Wealth Management Co 272 283.10 10 400.00
2025-08-26 NP IAK - iShares U.S. Insurance 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 94,352 4.44 3,640 -3.24
2025-08-14 13F Harvest Investment Services, LLC 20,355 36.96 785 26.82
2025-08-14 13F Glenmede Investment Management, LP 1,904 73
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 48,619 1,876
2025-08-14 13F Optiver Holding B.V. 335 371.83 13 500.00
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 2,783 107
2025-07-30 13F Ethic Inc. 7,429 0.24 286 -8.36
2025-08-12 13F American Century Companies Inc 3,121,527 6.25 120,429 -1.59
2025-07-25 13F LRI Investments, LLC 537 5.09 21 -4.76
2025-07-25 13F JustInvest LLC 25,899 7.96 999 0.00
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 76,109 11.67 2,888 6.06
2025-08-14 13F/A Skopos Labs, Inc. 2,765 846.92 107 783.33
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 9,291 8.62 358 0.56
2025-07-22 NP GSSIX - Goldman Sachs Small Cap Value Fund Institutional 174,779 7.62 6,635 -2.01
2025-08-13 13F Parkworth Wealth Management, Inc. 4 33.33 0
2025-08-14 13F Ubs Asset Management Americas Inc 463,528 23.03 17,883 13.96
2025-07-29 NP IVOO - Vanguard S&P Mid-Cap 400 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 151,020 4.31 5,733 -5.02
2025-07-08 13F Rise Advisors, LLC 486 6.11 19 -5.26
2025-07-29 NP MVFD - Monarch Volume Factor Dividend Tree Index ETF 40,165 1,525
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 20,893 12.94 793 7.32
2025-08-14 13F D. E. Shaw & Co., Inc. 27,395 1,057
2025-08-26 NP Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF 444 17
2025-06-27 NP PFI - Invesco DWA Financial 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 22,056 837
2025-08-29 NP PMJIX - PIMCO RAE US Small Fund Institutional Class 552,840 5.58 21,329 -2.21
2025-08-13 13F Capital Fund Management S.a. 48,008 216.61 1,852 193.50
2025-06-18 NP HULIX - Huber Capital Equity Income Fund Investor Class 110,821 9.92 4,205 4.42
2025-08-14 13F Hrt Financial Lp 90,304 3
2025-07-21 13F Qrg Capital Management, Inc. 89,708 9.83 3,461 1.70
2025-06-27 NP RSSL - Global X Russell 2000 ETF 61,977 3.25 2,351 -1.92
2025-08-13 13F California Public Employees Retirement System 184,207 6.56 7,107 -1.29
2025-06-27 NP DASVX - Dunham Small Cap Value Fund Class A 14,613 122.15 554 111.45
2025-08-08 13F Kingsview Wealth Management, LLC 66,909 2,581
2025-08-11 13F Covestor Ltd 1,936 26.04 0
2025-08-06 13F First Horizon Advisors, Inc. 110 52.78 4 100.00
2025-08-14 13F Farringdon Capital, Ltd. 6,424 248
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 31,102 0.65 1,180 -4.38
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 30,337 1.04 1,151 -4.09
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 207,575 17.05 7,875 11.18
2025-08-28 NP SEIS - SEI Select Small Cap ETF 104,705 47.15 4,040 36.31
2025-07-02 13F First Financial Bank - Trust Division 16,763 35.35 647 25.44
2025-08-14 13F Tudor Investment Corp Et Al 378,590 113.27 14,606 97.57
2025-08-12 13F Pathstone Holdings, LLC 36,394 20.93 1,404 12.14
2025-08-14 13F Sei Investments Co 299,467 65.68 11,553 53.47
2025-08-20 NP QLFIX - AQR LSE Fusion Fund Class I 172 7
2025-06-25 NP EKGAX - Wells Fargo Global Small Cap Fund (f/k/a Wells Fargo Global Opportunities Fund) Class A 9,054 344
2025-08-08 13F Creative Planning 8,769 10.36 338 2.42
2025-07-24 13F Us Bancorp \de\ 4,077 7.15 157 -0.63
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 818 9.65 31 6.90
2025-07-25 13F Cwm, Llc 3,186 5.95 0
2025-08-14 13F Susquehanna International Group, Llp 143,873 15.92 5,551 7.37
2025-07-28 NP HDG - ProShares Hedge Replication ETF 134 8.06 5 0.00
2025-07-22 NP FSCC - Federated Hermes MDT Small Cap Core ETF 3,974 14.39 151 4.17
2025-08-14 13F Macquarie Group Ltd 2,586,678 0.33 99,794 -7.07
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 1,560 0
2025-08-06 13F True Wealth Design, LLC 2 0
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 1,693 0.36 65 -7.14
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 25,472 4.86 983 -2.87
2025-08-14 13F Brevan Howard Capital Management LP 68,561 2,645
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 6,947 3.95 268 -3.60
2025-06-27 NP XMVM - Invesco S&P MidCap Value with 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 90,452 0.08 3,432 -4.93
2025-06-27 NP PKW - Invesco BuyBack Achievers 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 51,037 45.97 1,936 103.79
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 119 4
2025-08-05 13F Huntington National Bank 487 82.40 19 63.64
2025-08-14 13F Bragg Financial Advisors, Inc 639,939 14.04 24,689 5.64
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 3,666 12.14 139 2.21
2025-08-08 13F denkapparat Operations GmbH 7,528 38.69 290 28.32
2025-08-28 NP MMTM - SPDR S&P 1500 Momentum 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 516 48.70 20 35.71
2025-08-13 13F Gamco Investors, Inc. Et Al 42,134 1,626
2025-06-27 NP VAMO - Cambria Value and Momentum ETF 10,540 58.62 400 141.82
2025-07-21 13F Ameritas Advisory Services, LLC 43 2
2025-08-14 13F Royal Bank Of Canada 186,984 6.21 7,214 -1.61
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 77,312 2.79 2,983 -4.79
2025-06-26 NP LSVQX - LSV Small Cap Value Fund Institutional Class Shares 186,300 7.75 7,068 2.36
2025-07-31 13F Turning Point Benefit Group, Inc. 832 321
2025-08-14 13F Price T Rowe Associates Inc /md/ 86,523 5.95 3 0.00
2025-07-22 13F Bay Harbor Wealth Management, LLC 8 100.00 0
2025-08-14 13F Fuller & Thaler Asset Management, Inc. 4,274,273 0.52 164,901 -6.89
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 38,532 5.04 1,487 -2.69
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 24,910 1.57 961 -5.88
2025-06-24 NP SWSCX - Schwab Small-Cap Equity 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 115,713 45.28 4,390 38.01
2025-07-21 13F Hennessy Advisors Inc 211,000 8,140
2025-07-22 13F HFM Investment Advisors, LLC 8 100.00 0
2025-08-13 13F Norges Bank 96,900 3,738
2025-07-24 NP HSMNX - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 42,239 62.86 1,603 55.03
2025-07-25 13F Richardson Financial Services Inc. 296 40.95 11 37.50
2025-06-25 NP SDVD - FT Vest SMID Rising Dividend Achievers Target Income ETF 76,336 2,896
2025-05-15 13F CAPROCK Group, Inc. 7,083 4.10 295 16.60
2025-07-24 13F Ronald Blue Trust, Inc. 5,006 4.20 193 -3.50
2025-06-26 NP HFCGX - Hennessy Cornerstone Growth Fund Investor Class 163,700 6,211
2025-08-13 13F Grantham, Mayo, Van Otterloo & Co. LLC 31,222 62.98 1,205 51.07
2025-08-12 13F Franklin Resources Inc 4,259,849 0.08 164,345 -7.30
2025-07-31 13F MQS Management LLC 5,797 224
2025-08-14 13F SummitTX Capital, L.P. 7,115 274
2025-08-20 NP QMFNX - AQR MS Fusion Fund Class N 268 10
2025-08-01 13F Peregrine Capital Management Llc 127,500 4,919
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 9,400 60.00 363 48.36
2025-08-14 13F Millennium Management Llc 199,672 5.90 7,703 -1.91
2025-08-13 13F Bare Financial Services, Inc 36 1
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 145,841 3.90 5,536 -5.38
2025-05-27 NP FELV - Fidelity Enhanced Large Cap Value ETF 18,913 1.55 788 13.73
2025-08-08 13F Cetera Investment Advisers 18,134 4.56 700 -3.19
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 30,620 0.95 1,181 -6.49
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 33,912 0.61 1,287 -8.40
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 3,002,522 1.10 115,837 -6.35
2025-08-11 13F Inspire Advisors, LLC 8,026 310
2025-07-11 13F Farther Finance Advisors, LLC 5,751 3.44 222 -5.15
2025-08-14 13F Wells Fargo & Company/mn 67,108 48.34 2,589 37.42
2025-08-11 13F WPG Advisers, LLC 87 16.00 3 0.00
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 35 1
2025-08-15 13F Morgan Stanley 1,329,789 0.68 51,303 -6.74
2025-08-20 NP QHFRX - AQR MS Fusion HV Fund Class R6 299 12
2025-06-25 NP DIVB - iShares U.S. Dividend and Buyback 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 5,929 32.70 225 25.84
2025-08-14 13F Css Llc/il 16,064 0.82 620 -6.64
2025-08-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 99,598 7.94 3,842 0.00
2025-07-29 NP SEHAX - SIIT U.S. Equity Factor Allocation Fund Class A 48,606 154.07 1,845 131.49
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 37,992 11.50 1,441 5.96
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 47,517 8.12 1,833 0.16
2025-07-14 13F UMA Financial Services, Inc. 94 4
2025-08-14 13F Mercer Global Advisors Inc /adv 94,804 10.00 3,658 1.89
2025-04-25 NP BLUIX - BLUEPRINT GROWTH FUND Institutional Class 2,428 101
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 96,087 1,443.07 3,707 1,331.27
2025-08-14 13F Ameriprise Financial Inc 607,659 1.45 23,443 -6.03
2025-08-12 13F/A Boston Partners 86,148 141.06 3,324 123.32
2025-08-29 NP MFUS - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1,014 8.68 39 2.63
2025-08-15 NP Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund 48,710 1,879
2025-08-28 NP SLLAX - SIMT Small Cap Fund Class F 160,194 14.68 6,180 6.24
2025-07-17 13F DiNuzzo Private Wealth, Inc. 26 36.84 1
2025-07-28 NP VSSVX - Small Cap Special Values Fund 32,824 59.02 1,246 44.77
2025-08-06 13F S&t Bank/pa 72 3
2025-08-08 13F SG Americas Securities, LLC 34,149 76.38 1
2025-07-23 13F Klp Kapitalforvaltning As 21,000 2.44 810 -5.04
2025-08-25 13F/A Neuberger Berman Group LLC 16,468 7.70 635 -0.16
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 2,705,278 6.06 102,692 -3.43
2025-08-12 13F LPL Financial LLC 46,138 115.59 1,780 99.66
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 169,135 9.94 6,420 0.11
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 1,009 59.90 38 52.00
2025-08-12 13F O'shaughnessy Asset Management, Llc 23,502 5.00 907 -2.79
2025-08-14 13F Weiss Asset Management LP 37,069 1,430
2025-08-13 13F Skandinaviska Enskilda Banken AB (publ) 2,273 88
2025-07-29 NP VFMO - Vanguard U.S. Momentum Factor 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 34,857 30.22 1,323 18.65
2025-08-07 13F Accent Capital Management, LLC 179 7
2025-08-12 13F Legal & General Group Plc 168,349 1.01 6,495 -6.44
2025-08-28 NP CPAEX - Counterpoint Tactical Equity Fund Class A Shares 19,199 91.45 741 77.46
2025-08-18 13F/A Hudson Bay Capital Management LP 276,086 10,651
2025-08-20 NP QCFIX - AQR CVX Fusion Fund Class I 37 1
2025-08-20 NP HWSM - Hotchkis & Wiley SMID Cap Diversified Value Fund 192 300.00 7 600.00
2025-07-18 13F Vicus Capital 6,792 262
2025-08-14 13F Balyasny Asset Management Llc 764,867 32.58 29,509 22.81
2025-08-22 13F Cim Investment Mangement Inc 23,246 100.74 881 82.57
2025-07-22 NP GMVAX - Goldman Sachs Small/Mid Cap Value Fund Class A 32,023 3.58 1,216 -5.67
2025-08-26 NP IUSV - iShares Core S&P U.S. 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 81,960 0.87 3,162 -6.56
2025-08-05 13F Simplex Trading, Llc Put 200 0
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 32,607 12.73 1,237 7.10
2025-08-07 13F Vise Technologies, Inc. 7,125 275
2025-07-31 13F/A Avion Wealth 100 185.71 0
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 5,352 5.48 206 -2.37
2025-08-14 13F Quantinno Capital Management LP 157,290 1.51 6,068 -5.97
2025-06-23 NP MDPIX - Mid-cap Profund Investor Class 374 22.22 14 16.67
2025-07-30 13F Forum Financial Management, LP 5,252 203
2025-07-29 NP EBI - Longview Advantage ETF 11,162 479.84 424 428.75
2025-08-28 NP NCGFX - New Covenant Growth Fund 2,346 91
2025-08-14 13F Quarry LP 946 375.38 36 350.00
2025-07-29 NP VFQY - Vanguard U.S. Quality Factor 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 16,510 23.03 627 11.99
2025-06-23 NP PSBMX - SmallCap Fund (fka SmallCap Blend Fund) R-3 531,566 6.68 20,168 1.34
2025-08-13 13F Russell Investments Group, Ltd. 198,502 11.36 7,658 3.15
2025-06-30 NP SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF 1,407 53
2025-07-29 NP FDLS - Inspire Fidelis Multi Factor ETF 18,618 707
2025-08-01 13F Jennison Associates Llc 48,938 6.35 1,888 -1.46
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-29 NP STXK - Strive Small-Cap ETF 3,109 3.50 120 -4.80
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F Two Sigma Investments, Lp 27,034 1,043
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 28,381 8.09 1,095 0.09
2025-08-29 NP EZM - WisdomTree U.S. MidCap Fund N/A 40,840 0.28 1,576 -7.13
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 824 3.00 34 17.24
2025-05-30 NP EHLS - Even Herd Long Short ETF 8,108 338
2025-08-12 13F MAI Capital Management 597 3,042.11 23
2025-08-13 13F Cambria Investment Management, L.P. 13,508 0.90 521 -6.46
2025-04-28 NP BFOR - Barron's 400 ETF 10,678 1.21 445 5.95
2025-07-25 13F Allspring Global Investments Holdings, LLC 1,333,698 72.68 51,641 59.26
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 31,057 48.39 1,178 41.08
2025-07-29 NP WPGTX - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL 8,452 30.07 321 18.52
2025-05-27 NP NVSOX - Wells Fargo Disciplined Small Cap Fund Administrator Class 8,382 16.63 349 30.71
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 20,651 4.06 783 -1.14
2025-08-12 13F Global Retirement Partners, LLC 1,117 167.22 43 186.67
2025-05-15 13F Texas Permanent School Fund 77,654 2,946
2025-08-15 13F Tower Research Capital LLC (TRC) 23,764 100.74 917 85.80
2025-08-14 13F Horizon Investments, LLC 43,827 1,691
2025-08-20 NP QNZNX - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 1,251 5.93 48 -2.04
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 144,980 2.53 5,593 -5.03
2025-07-15 13F Fortitude Family Office, LLC 249 48.21 10 50.00
2025-08-26 NP Profunds - Profund Vp Mid-cap Value 710 9.06 27 0.00
2025-08-07 13F Readystate Asset Management Lp 14,249 550
2025-08-07 13F Campbell & CO Investment Adviser LLC 22,826 31.24 881 21.55
2025-07-30 13F DekaBank Deutsche Girozentrale 38,711 773.05 1
2025-08-15 13F CI Private Wealth, LLC 18,815 22.78 726 13.64
2025-08-04 13F Assetmark, Inc 3,963 12.62 153 4.11
2025-08-12 13F XTX Topco Ltd 45,570 91.71 1,758 77.58
2025-08-05 13F GPS Wealth Strategies Group, LLC 15 1,400.00 1
2025-08-13 13F EverSource Wealth Advisors, LLC 1,176 123.15 45 114.29
2025-08-25 NP PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 40,871 5.96 1,577 -1.87
2025-07-16 13F Evergreen Private Wealth LLC 148 6
2025-08-12 13F Park Square Financial Group, LLC 54 2
2025-08-08 13F Hartland & Co., LLC 95 4
2025-06-30 NP PAMC - Pacer Lunt MidCap Multi-Factor Alternator ETF 6,449 18.70 245 12.96
2025-07-28 NP QRSVX - FPA Queens Road Small Cap Value Fund Investor Class 589,304 14.58 22,370 4.33
2025-08-28 NP USVM - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 99,386 14.23 3,834 5.82
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Value Fund 26,197 4.83 1,011 -2.88
2025-08-14 13F Mariner, LLC 8,212 8.42 317 0.32
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 8,350 287.65 317 267.44
2025-06-26 NP TSMOX - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 144,160 5.03 5,469 -0.22
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 16,825 11.98 639 1.92
2025-07-28 NP DWAS - Invesco DWA 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 56,677 2,151
2025-08-11 13F Rothschild Investment Llc 363 17.86 14 16.67
2025-07-25 13F Hemington Wealth Management 411 17.77 0
2025-08-14 13F Citadel Advisors Llc Put 7,400 311.11 285 285.14
2025-08-14 13F Interval Partners, LP 96,562 149.77 3,725 131.37
2025-08-19 13F State of Wyoming 14,321 35.08 553 25.17
2025-08-08 13F/A Sterling Capital Management LLC 19,341 5.01 746 -2.74
2025-07-29 NP IVOV - Vanguard S&P Mid-Cap 400 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 74,952 0.58 2,845 -8.40
2025-08-11 13F Principal Securities, Inc. 1,893 98.22 73 108.57
2025-08-14 13F Citadel Advisors Llc Call 25,500 275.00 984 247.35
2025-08-14 13F Qube Research & Technologies Ltd 539,233 70.86 20,804 58.27
2025-08-08 13F Crossmark Global Holdings, Inc. 7,586 1.51 293 -6.11
2025-07-29 NP GCAVX - GMO U.S. Small Cap Value Fund Class VI 9,561 15.28 363 4.93
2025-08-13 13F Huber Capital Management LLC 219,306 2.33 8,461 -5.21
2025-08-13 13F Cresset Asset Management, LLC 39,175 1,511
2025-03-31 NP PDAVX - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 1,051 38.29 42 57.69
2025-08-14 13F Twinbeech Capital Lp 45,001 595.64 1,736 545.35
2025-08-07 13F Allworth Financial LP 3,074 211.45 119 202.56
2025-08-12 13F Dimensional Fund Advisors Lp 3,443,436 1.55 132,848 -5.93
2025-08-04 13F Strs Ohio 30,900 4.04 1,192 -3.64
2025-06-18 NP REBYX - U.S. Small Cap Equity Fund Class Y 24,808 52.46 941 44.99
2025-08-13 13F Edgestream Partners, L.P. 262,792 16.71 10,139 8.10
2025-07-14 13F GAMMA Investing LLC 3,752 31.14 145 21.01
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