DE:HL5 / HealthStream, Inc. - Kepemilikan Institusional - Pembeli

HealthStream, Inc.
DE ˙ DB ˙ US42222N1037
€ 24.00 0.00 (0.00%)
2025-09-05
BAHAGING PRESYO
Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di HealthStream, Inc. meliputi VEXPX - VANGUARD EXPLORER FUND Investor Shares, Riverwater Partners LLC, LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class, IJSIX - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I, Horizon Investments, LLC, DRW Securities, LLC, Quantinno Capital Management LP, SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF, AFSM - First Trust Active Factor Small Cap ETF, WSML - iShares MSCI World Small-Cap ETF, Raymond James Financial Inc, GPS Wealth Strategies Group, LLC, MAI Capital Management, BNP Paribas Asset Management Holding S.A., Dogwood Wealth Management LLC, High Note Wealth, LLC, MMTM - SPDR S&P 1500 Momentum Tilt ETF, Hantz Financial Services, Inc., Twin Peaks Wealth Advisors, LLC, dan ETTOX - E*TRADE No Fee Total Market Index Fund .

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
(%)
2025-08-12 13F Legal & General Group Plc 68,883 0.62 1,906 -13.53
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 571 17.49 16 0.00
2025-08-26 NP AFMCX - Acuitas US Microcap Fund Institutional Shares 6,086 22.26 168 5.00
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 2,300 9.00 64 -5.97
2025-08-15 13F Tower Research Capital LLC (TRC) 2,407 241.42 67 200.00
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 4,100 8.47 113 -6.61
2025-08-04 13F Hantz Financial Services, Inc. 65 0
2025-08-26 NP Profunds - Profund Vp Small-cap Growth 320 2.24 9 -20.00
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 6,474 11.81 218 14.81
2025-08-07 13F Acadian Asset Management Llc 762,343 5.10 21 -8.70
2025-08-08 13F Avantax Advisory Services, Inc. 9,216 15.65 255 -0.39
2025-03-28 NP GSAOX - Goldman Sachs Small Cap Growth Insights Fund Class A 4,398 144
2025-08-08 13F Intech Investment Management Llc 83,110 7.65 2,300 -7.45
2025-07-21 13F Copeland Capital Management, LLC 882,950 15.62 24,431 -0.59
2025-08-08 13F SG Americas Securities, LLC 18,910 1.40 1
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 1,276 9.15 35 -5.41
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 17,301 1.72 582 4.68
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 393 11.33 11 -9.09
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 2,065 27.78 57 9.62
2025-08-26 13F/A Thrivent Financial For Lutherans 17,732 0.47 0
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 72 2
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 1,281 18.50 43 22.86
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 1,237 3.78 42 7.89
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 541 12.47 15 -6.67
2025-08-22 NP FEAC - Fidelity Enhanced U.S. All-Cap Equity ETF 93 32.86 3 0.00
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 34,685 10.79 972 -8.14
2025-08-08 13F Larson Financial Group LLC 43 79.17 1
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 125 0.81 3 0.00
2025-07-29 NP SVYAX - SIIT U.S. Managed Volatility Fund - Class A 19,720 23.26 553 2.22
2025-06-27 NP RSSL - Global X Russell 2000 ETF 14,803 6.60 498 9.71
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 240,435 0.55 8,086 3.56
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 23,175 94.06 641 66.93
2025-07-28 NP VCSLX - Small Cap Index Fund 11,586 24.45 325 3.18
2025-08-14 13F Millennium Management Llc 167,482 124.40 4,634 93.00
2025-08-01 13F Bessemer Group Inc 8,392 21.68 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 10,699 16.31 296 0.00
2025-08-07 13F Parkside Financial Bank & Trust 400 1,279.31 11
2025-07-07 13F Versant Capital Management, Inc 1,351 947.29 37 825.00
2025-07-17 13F Beacon Capital Management, LLC 251 0.40 7 -25.00
2025-08-28 NP IWO - iShares Russell 2000 Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 88,508 25.31 2,449 7.79
2025-08-26 NP Profunds - Profund Vp Small-cap Value 221 0.45 6 -14.29
2025-08-12 13F XTX Topco Ltd 36,436 1,008
2025-08-14 13F Bank Of America Corp /de/ 141,282 56.23 3,909 34.33
2025-07-30 13F Stephens Investment Management Group LLC 319,301 0.30 8,835 -13.75
2025-08-26 NP JSCSX - JPMorgan U.S. Small Company Fund Class I 79,921 3.83 2,211 19.97
2025-08-01 13F Envestnet Asset Management Inc 130,090 3.69 3,600 -10.85
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 99 6.45 3 0.00
2025-08-26 NP Profunds - Profund Vp Small-cap 56 1.82 2 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 29,539 31.67 993 35.66
2025-08-08 13F Geode Capital Management, Llc 766,193 5.34 21,202 -9.43
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 62,830 5.11 1,760 -12.78
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 3,882 0.26 109 -16.92
2025-07-18 13F Dogwood Wealth Management LLC 95 3
2025-08-14 13F Quarry LP 475 13
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 38,252 286.46 1,072 273.17
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 46,324 9.10 1,298 -9.49
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 18,545 2.77 513 -11.55
2025-08-14 13F Two Sigma Investments, Lp 151,503 177.88 4,192 139.00
2025-08-14 13F Engineers Gate Manager LP 13,994 387
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 7 16.67 0
2025-08-14 13F Snowden Capital Advisors LLC 10,196 8.70 282 -6.31
2025-08-19 13F State of Wyoming 3,822 106
2025-08-14 13F Jacobs Levy Equity Management, Inc 256,459 18.24 7,096 1.66
2025-05-15 13F Texas Permanent School Fund 68,006 2,287
2025-04-28 NP SIXS - 6 Meridian Small Cap Equity ETF 36,374 4.00 1,228 6.14
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 4,933 6.29 136 -8.72
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 2,989 27.79 84 6.41
2025-06-30 NP SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF 2,777 93
2025-08-13 13F Russell Investments Group, Ltd. 29,313 51.35 810 30.06
2025-08-08 13F Vestcor Inc 12,458 9.48 0
2025-08-14 13F Jane Street Group, Llc 48,533 1.94 1,343 -12.40
2025-08-12 13F Trexquant Investment LP 59,523 1,647
2025-08-14 13F Ameriprise Financial Inc 198,023 7.66 5,479 -7.42
2025-08-12 13F MAI Capital Management 183 5
2025-08-12 13F Jpmorgan Chase & Co 247,905 301.96 6,860 245.72
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 49,487 12.76 1,387 -6.48
2025-07-28 13F Harbour Investments, Inc. 1,595 3.91 44 -10.20
2025-08-14 13F DRW Securities, LLC 8,164 226
2025-07-28 NP MCSCX - M3Sixty Small Cap Growth Fund Institutional Class Shares 1,891 7.75 53 -11.86
2025-08-14 13F Aster Capital Management (DIFC) Ltd 125 3
2025-08-14 13F Voya Investment Management Llc 26,043 1.19 721 -13.04
2025-08-14 13F State Of Wisconsin Investment Board 8,620 239
2025-04-28 13F Pinnacle Financial Partners Inc 83,011 0.02 2,671 1.21
2025-07-24 NP HSMNX - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 13,030 7.32 365 -10.98
2025-07-29 NP SLPAX - Siit Small Cap Fund - Class A 6,636 5.07 186 -13.15
2025-06-26 NP SMMV - iShares Edge MSCI Min Vol 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 15,052 2.52 506 5.64
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 46,060 83.98 1,549 89.47
2025-08-08 13F/A Sterling Capital Management LLC 14,357 0.85 397 -13.32
2025-08-14 13F Fmr Llc 156,583 1.71 4,333 -12.56
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 640 40.66 18 21.43
2025-08-04 13F Strs Ohio 22,000 17.02 609 0.66
2025-07-29 NP EBI - Longview Advantage ETF 1 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 1,652 52.12 46 32.35
2025-08-26 NP BRSVX - Small-Cap Value Fund Class N 92,484 4.26 2,559 -10.34
2025-07-18 13F Robeco Institutional Asset Management B.V. 380,604 162.08 10,531 125.36
2025-08-28 NP SVOAX - Simt Us Managed Volatility Fund Class F 18,978 130.32 525 98.11
2025-08-14 13F Royal Bank Of Canada 54,310 23.72 1,502 6.30
2025-08-13 13F Renaissance Technologies Llc 656,900 19.87 18,176 3.07
2025-08-14 13F Verition Fund Management LLC 20,464 97.82 566 70.48
2025-08-14 13F Qube Research & Technologies Ltd 251,953 77.34 6,972 52.50
2025-07-11 13F Diversified Trust Co 10,900 18.81 302 2.03
2025-08-13 13F Invesco Ltd. 179,203 12.43 4,959 -3.33
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 2,770 2.55 93 5.68
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 30,463 2.59 843 -11.83
2025-08-13 13F EverSource Wealth Advisors, LLC 348 556.60 10 800.00
2025-08-25 NP QWVOX - Clearwater Small Companies Fund 16,204 4,751.50 448 4,877.78
2025-07-11 13F Annex Advisory Services, LLC 46,819 4.41 1,295 -10.19
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 130,525 0.48 3,657 -16.62
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 5,134 16.92 142 0.71
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 7,237 4.93 243 8.00
2025-08-14 13F Quantinno Capital Management LP 7,705 213
2025-08-14 13F Price T Rowe Associates Inc /md/ 21,664 8.04 1
2025-08-04 13F Amalgamated Bank 6,935 2.76 0
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 103,885 4.39 2,874 -10.24
2025-06-23 NP SGPIX - Small-cap Growth Profund Investor Class 85 1.19 3 0.00
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 4,538 15.47 153 18.75
2025-07-15 13F Fifth Third Bancorp 336 76.84 9 50.00
2025-08-12 13F American Century Companies Inc 58,541 11.62 1,620 -4.03
2025-07-23 13F High Note Wealth, LLC 85 2
2025-08-14 13F Horizon Investments, LLC 13,518 374
2025-07-29 NP VFMF - Vanguard U.S. Multifactor 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 14,417 77.35 404 47.08
2025-08-13 13F Arrowstreet Capital, Limited Partnership 251,287 0.96 6,953 -13.19
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 8,810 11.52 296 15.18
2025-08-28 NP New Age Alpha Funds Trust - NAA Opportunity Fund Class C 2,152 60
2025-08-14 13F Comerica Bank 11,527 0.09 319 -14.05
2025-08-14 13F Manufacturers Life Insurance Company, The 9,354 6.68 259 -8.51
2025-06-27 NP HAPS - Harbor Corporate Culture Small Cap ETF 5,735 24.54 193 28.00
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 14,021 72.38 388 48.28
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 2,088 48.51 70 55.56
2025-07-28 13F New York State Teachers Retirement System 18,011 11.41 0
2025-07-23 13F Vontobel Holding Ltd. 7,471 3.01 207 -11.59
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 4,348 8.35 120 -6.98
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 11 0
2025-08-14 13F/A Skopos Labs, Inc. 70 400.00 2
2025-08-07 13F Illinois Municipal Retirement Fund 12,566 1.72 348 -12.59
2025-08-26 NP FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF 1,104 56.82 31 36.36
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 181,962 2.66 6,119 5.74
2025-08-14 13F Ubs Asset Management Americas Inc 75,351 38.63 2,085 19.15
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 6,130 1.83 170 -12.44
2025-08-11 13F Vanguard Group Inc 3,060,969 0.26 84,697 -13.79
2025-08-11 13F CBIZ Investment Advisory Services, LLC 582 24.36 16 6.67
2025-08-13 13F Kennedy Capital Management, Inc. 193,577 7.79 5,356 -7.32
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 5,843 14.91 162 -1.23
2025-08-05 13F GPS Wealth Strategies Group, LLC 200 6
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 13,973 0.61 392 -16.45
2025-08-11 13F Principal Securities, Inc. 183 200.00 5 400.00
2025-08-26 NP GSCYX - SMALL CAP EQUITY FUND Institutional 10,288 75.32 285 51.06
2025-07-16 13F State of Alaska, Department of Revenue 14,361 7.86 0
2025-08-12 13F SRS Capital Advisors, Inc. 768 96.92 21 75.00
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 4,737 510.44 131 445.83
2025-08-11 13F EntryPoint Capital, LLC 17,965 497
2025-06-26 NP ISCG - iShares Morningstar Small-Cap Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,917 4.05 233 6.91
2025-08-14 13F Stifel Financial Corp 55,317 17.44 1,531 0.99
2025-07-25 13F Oregon Public Employees Retirement Fund 5,491 1.85 152 -12.72
2025-08-14 13F Nebula Research & Development LLC 21,659 14.65 599 -1.32
2025-07-28 NP HDG - ProShares Hedge Replication ETF 32 10.34 1
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 17,732 0.47 491 -13.58
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 16,075 445
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 1,106 26.69 31 3.45
2025-07-15 13F Public Employees Retirement System Of Ohio 6,407 342.17 177 284.78
2025-08-14 13F Raymond James Financial Inc 702 19
2025-08-01 13F Riverwater Partners LLC 33,921 939
2025-06-26 NP DFUV - Dimensional US Marketwide Value ETF 7,625 0.86 256 4.07
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 8,565 2.60 237 -11.94
2025-09-04 13F/A Advisor Group Holdings, Inc. 970 35.10 27 17.39
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 11,829 14.52 398 17.80
2025-08-28 NP SPGM - SPDR(R) Portfolio MSCI Global 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 6,600 2.95 183 -11.65
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 122,602 9.64 3,435 -9.03
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 2,616 73
2025-07-30 NP CLOU - Global X Cloud Computing ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., 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 91,517 3.40 2,564 -14.19
2025-08-11 13F Integrated Quantitative Investments LLC 41,426 13.40 1,146 -2.47
2025-08-14 13F Citadel Advisors Llc 149,241 1,728.04 4,129 1,475.95
2025-08-15 13F Binnacle Investments Inc 353 116.56 10 80.00
2025-08-11 13F New Age Alpha Advisors, LLC 2,152 60
2025-08-12 13F Proequities, Inc. Put 0 0
2025-07-28 NP XSLV - Invesco S&P SmallCap Low Volatility 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 99,538 37.21 2,789 13.88
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 36,189 1,217
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Proequities, Inc. 0 0
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 3,823 5.78 106 -9.48
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 11,401 0.88 315 -13.22
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 1,748 12.48 48 -4.00
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 178 0
2025-08-12 13F Pacer Advisors, Inc. 4,574 127
2025-08-12 13F Franklin Resources Inc 44,737 0.48 1,238 -13.62
2025-08-13 13F Bridge City Capital, LLC 58,977 0.75 1,632 -13.38
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 7,682 71.40 213 47.22
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8,084 9.48 272 12.45
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 15,074 52.14 417 31.13
2025-07-30 NP SMIZ - Zacks Small/Mid Cap ETF 12,504 4.79 350 -12.94
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 2,711 37.68 75 19.05
2025-08-14 13F Two Sigma Advisers, Lp 78,900 165.66 2,183 128.59
2025-08-22 NP FDHT - Fidelity Digital Health ETF 3,012 10.69 83 -4.60
2025-08-01 13F Teacher Retirement System Of Texas 186,039 55.08 5,148 33.34
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 1,729 48
2025-08-14 13F Wells Fargo & Company/mn 14,690 7.38 406 -7.73
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 1,800 4.53 50 -10.91
2025-04-01 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 71,814 40.54 2,345 57.00
2025-08-12 13F Public Sector Pension Investment Board 104,004 5.49 2,878 -9.30
2025-07-10 13F Exchange Traded Concepts, Llc 24,525 1.95 679 -12.40
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 153,032 7.59 4,234 -7.47
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 76,562 0.40 2,575 3.42
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 16,196 24.57 448 7.18
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 6,646 12.66 184 -3.17
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 39 116.67 1
2025-07-07 13F Retirement Wealth Solutions LLC 280 17.65 8 0.00
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 529 59.82 18 70.00
2025-06-24 NP SWSSX - Schwab Small-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 60,378 2.64 2,031 5.73
2025-08-22 NP FESM - Fidelity Enhanced Small Cap ETF 97,068 4.93 2,686 -9.78
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 47 1
2025-08-14 13F Bridgeway Capital Management Inc 104,084 3.77 2,880 -10.75
2025-08-26 NP IJSIX - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 14,054 389
2025-08-28 NP WFIVX - Wilshire 5000 Index Fund Investment Class 210 2,000.00 6
2025-08-15 NP SPWAX - American Beacon Stephens Small Cap Growth Fund A Class 84,281 7.58 2,332 -7.50
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 7,007 35.06 194 16.27
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 55,065 0.00 1,524 -14.00
Other Listings
US:HSTM US$ 28.14
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