DE:LAZ / La-Z-Boy Incorporated - Kepemilikan Institusional - Pembeli

La-Z-Boy Incorporated
DE ˙ DB ˙ US5053361078
€ 30.80 ↑0.60 (1.99%)
2025-09-05
BAHAGING PRESYO
Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di La-Z-Boy Incorporated meliputi Glenmede Investment Management, LP, PSLAX - Putnam Small Cap Value Fund Class A Shares, abrdn Funds - abrdn Focused U.S. Small Cap Active ETF, PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares, Linden Thomas Advisory Services, LLC, VSSVX - Small Cap Special Values Fund, IMC-Chicago, LLC, NAIL - Direxion Daily Homebuilders & Supplies Bull 3X Shares, Ritholtz Wealth Management, WSML - iShares MSCI World Small-Cap ETF, SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF, Point72 (DIFC) Ltd, BNP Paribas Asset Management Holding S.A., SCDS - JPMorgan Fundamental Data Science Small Core ETF, Twin Peaks Wealth Advisors, LLC, MAI Capital Management, FTKI - First Trust Small Cap BuyWrite Income ETF, Point72 Asia (Singapore) Pte. Ltd., Fortitude Family Office, LLC, dan Annis Gardner Whiting Capital Advisors, LLC .

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
(%)
2025-08-13 13F Jones Financial Companies Lllp 9 0
2025-08-29 NP FTHNX - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares 991,865 8.32 36,868 3.00
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 419,604 0.79 16,574 -15.65
2025-07-29 NP ISMD - Inspire Small/Mid Cap Impact ETF 9,051 4.48 379 -3.07
2025-08-12 13F American Century Companies Inc 1,338,905 7.11 49,767 1.85
2025-08-14 13F Glenmede Investment Management, LP 312,209 11,605
2025-07-15 13F Fortitude Family Office, LLC 16 1
2025-08-14 13F Verition Fund Management LLC 111,606 220.18 4,148 204.55
2025-08-08 13F/A Sterling Capital Management LLC 1,118 55.28 42 46.43
2025-08-14 13F Fuller & Thaler Asset Management, Inc. 1,040,656 8.28 38,681 2.96
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 23,013 0.38 855 -4.58
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 58,955 7.84 2,470 -0.16
2025-08-08 13F Pnc Financial Services Group, Inc. 8,414 1.06 313 -4.00
2025-07-31 13F Quest Partners LLC 20,258 753
2025-07-17 13F Venture Visionary Partners LLC 36,079 0.06 1,341 -4.83
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 21,090 6.68 784 1.42
2025-07-25 13F Allspring Global Investments Holdings, LLC 607,633 13.09 23,485 10.46
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 210,216 8.65 8,806 0.59
2025-08-14 13F Hrt Financial Lp 24,474 1
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 85,348 8.36 3,575 0.34
2025-08-14 13F Raymond James Financial Inc 14,367 0.89 534 -3.96
2025-08-11 13F Covestor Ltd 275 11.34 0
2025-08-18 13F Wolverine Trading, Llc Call 21,400 812
2025-08-14 13F Ubs Asset Management Americas Inc 122,518 54.22 4,554 46.63
2025-07-28 13F Ritholtz Wealth Management 7,277 270
2025-05-22 NP ROSC - Hartford Multifactor Small Cap ETF 5,194 3.36 203 -6.88
2025-08-08 13F Geode Capital Management, Llc 1,016,917 0.92 37,804 -4.05
2025-08-14 13F Sherbrooke Park Advisers Llc 6,114 227
2025-08-14 13F Susquehanna International Group, Llp 64,353 20.96 2,392 15.06
2025-08-14 13F Susquehanna International Group, Llp Put 37,600 1,398
2025-08-25 NP GENIX - Gotham Enhanced Return Fund Institutional Class 591 75.37 22 133.33
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 2,922 2.81 109 -2.70
2025-08-14 13F Bridgeway Capital Management Inc 78,387 28.95 2,914 22.60
2025-08-13 13F Arrowstreet Capital, Limited Partnership 19,789 736
2025-07-24 13F IFP Advisors, Inc 9,246 0.12 344 -4.72
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 106,478 1.29 3,958 -3.70
2025-08-14 13F Sei Investments Co 28,361 18.07 1,054 12.37
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 7,136 5.25 299 -2.61
2025-08-13 13F Victory Capital Management Inc 112,021 40.88 4,164 33.94
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 1,088,817 8.25 45,611 0.23
2025-08-08 13F MTM Investment Management, LLC 3,577 133
2025-08-12 13F Public Sector Pension Investment Board 155,795 2.89 5,791 -2.16
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 1,129 24.07 42 17.14
2025-08-11 13F Citigroup Inc 90,732 12.93 3,373 7.39
2025-08-14 13F Jane Street Group, Llc Call 44,900 16.32 1,669 10.61
2025-08-05 13F Sigma Planning Corp 11,122 0.02 413 -4.84
2025-08-14 13F Jane Street Group, Llc 116,727 4,339
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 1,151 9.20 43 2.44
2025-08-29 NP PMJIX - PIMCO RAE US Small Fund Institutional Class 32,418 6.58 1,205 1.26
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 186,848 2.65 7,380 -14.10
2025-08-14 13F Bnp Paribas Arbitrage, Sa 7,956 141.53 296 130.47
2025-07-15 13F Td Private Client Wealth Llc 1,874 38.30 70 32.69
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 39,553 100.82 1,562 68.14
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Franklin Small Company Value Portfolio Class 1 16,257 65.42 642 38.66
2025-07-29 NP EBI - Longview Advantage ETF 719 3,323.81 30
2025-08-07 13F Parkside Financial Bank & Trust 229 16.24 9 14.29
2025-08-13 13F New York State Common Retirement Fund 53,095 2.71 2 -50.00
2025-08-12 13F Dynamic Technology Lab Private Ltd 30,332 1,127
2025-06-30 NP Two Roads Shared Trust - Hypatia Women CEO ETF 454 7.84 18 -10.53
2025-08-13 13F Edgestream Partners, L.P. 22,340 830
2025-08-06 13F Rialto Wealth Management, LLC 4 0
2025-08-29 NP MFUS - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 813 8.84 30 3.45
2025-08-14 13F Royal Bank Of Canada 16,601 3.39 616 -1.91
2025-04-24 NP OASC - OneAscent Small Cap Core ETF 2,077 11.97 94 12.05
2025-06-26 NP TMAAX - Thrivent Moderately Aggressive Allocation Fund Class A 27,491 245.45 1,086 189.33
2025-08-11 13F Principal Securities, Inc. 159 6.00 6 -16.67
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 52,817 2.48 1,963 -2.53
2025-07-15 13F Fifth Third Bancorp 340 16.44 13 9.09
2025-08-13 13F Russell Investments Group, Ltd. 62,362 5.98 2,318 0.78
2025-08-26 NP ESPAX - Wells Fargo Special Small Cap Value Fund Class A 449,200 31.38 16,697 24.93
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 19,243 1.38 715 -3.51
2025-08-01 13F Envestnet Asset Management Inc 15,564 4.15 579 -1.03
2025-07-25 13F CBOE Vest Financial, LLC 98,780 26.16 3,672 19.97
2025-08-12 13F Prudential Financial Inc 43,498 6.77 1,846 5.97
2025-08-08 13F Kingsview Wealth Management, LLC 5,711 0.04 212 -4.93
2025-06-27 NP VAMO - Cambria Value and Momentum ETF 11,243 4.59 444 25.78
2025-07-09 13F Harbor Capital Advisors, Inc. 223 23.89 0
2025-08-13 13F Arizona State Retirement System 12,050 1.27 448 -3.87
2025-04-29 NP HSMNX - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 8,865 66.10 401 66.39
2025-07-17 13F Beacon Capital Management, LLC 106 0.95 4 -25.00
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 12 0
2025-08-14 13F Point72 Asia (Singapore) Pte. Ltd. 44 2
2025-08-14 13F Group One Trading, L.p. Call 5,400 74.19 201 65.29
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 724 8.38 27 0.00
2025-07-11 13F/A Umb Bank N A/mo 136 20.35 5 25.00
2025-08-14 13F Point72 (DIFC) Ltd 1,053 39
2025-06-26 NP TAAAX - Thrivent Aggressive Allocation Fund Class A 36,187 245.56 1,429 189.27
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 7,945 9.33 295 3.87
2025-07-25 NP DCCAX - Delaware Small Cap Core Fund Class A 870,105 4.37 36,449 -3.35
2025-07-29 13F Nordea Investment Management Ab 182,668 0.90 6,812 -2.63
2025-08-26 NP JDSCX - JPMorgan Small Cap Blend Fund Class I 121,221 5.53 4,506 0.33
2025-08-07 13F Campbell & CO Investment Adviser LLC 22,868 850
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 1,821 11.24 76 2.70
2025-08-26 NP GSCYX - SMALL CAP EQUITY FUND Institutional 31,158 143.42 1,158 143.79
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 10,601 6.79 394 1.55
2025-08-15 13F Tower Research Capital LLC (TRC) 4,461 314.21 166 292.86
2025-08-07 13F PFG Advisors 13,045 10.58 485 4.99
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 103,807 1.56 4,100 -15.01
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 48,174 58.47 2,018 77.02
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 5,793 12.68 215 7.50
2025-07-22 13F Bay Harbor Wealth Management, LLC 5 400.00 0
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 8,066 0.14 300 -4.78
2025-08-14 13F Qube Research & Technologies Ltd 391,470 64.50 14,551 56.42
2025-08-13 13F Renaissance Technologies Llc 166,000 6,170
2025-07-28 NP MCSCX - M3Sixty Small Cap Growth Fund Institutional Class Shares 3,402 7.76 143 0.00
2025-08-08 13F Larson Financial Group LLC 13 44.44 0
2025-07-15 13F Cardinal Capital Management 45,936 1.70 1,707 -3.29
2025-08-26 NP PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares 22,100 821
2025-07-24 13F Jfs Wealth Advisors, Llc 43 2.38 2 0.00
2025-08-27 NP PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 37,267 0.81 1,385 -4.15
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 4,577 34.46 170 27.82
2025-08-26 NP SDVY - First Trust SMID Cap Rising Dividend Achievers 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 1,601,972 0.32 59,545 -4.60
2025-08-14 13F State Street Corp 1,656,388 0.92 61,568 -4.04
2025-08-14 13F Cubist Systematic Strategies, LLC 41,527 1,544
2025-08-27 NP Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 75,489 40.66 2,806 33.76
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 4,741 1.11 187 -15.38
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 8,724 1.93 324 -2.99
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 89,096 2.06 3,312 -2.96
2025-08-14 13F Macquarie Group Ltd 1,219,405 2.20 45,325 -2.82
2025-08-14 13F Aqr Capital Management Llc 8,247 35.33 307 28.57
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 212 0.95 8 -12.50
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 8,510 67.03 316 58.79
2025-06-30 NP SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF 2,220 88
2025-08-14 13F ISAM Funds (UK) Ltd 8,118 302
2025-07-28 13F Allianz Asset Management GmbH 45,430 0.59 1,689 -4.36
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 903 4.76 34 0.00
2025-06-26 NP THMAX - Thrivent Moderate Allocation Fund Class A 8,110 245.69 320 190.91
2025-08-26 NP JPSV - JPMorgan Active Small Cap Value ETF 3,834 17.75 143 11.81
2025-08-28 NP TPSC - Timothy Plan US Small Cap Core ETF 12,443 40.36 463 33.53
2025-08-28 NP USVM - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 92,051 51.57 3,422 44.10
2025-08-13 13F Norges Bank 10,874 404
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 449 59.79 18 30.77
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 8,284 4.23 327 -12.80
2025-08-12 13F XTX Topco Ltd 12,018 447
2025-08-28 NP VYSVX - Vericimetry U.S. Small Cap Value Fund 8,160 7.37 303 2.02
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 635,633 1.40 23,626 -3.58
2025-08-07 13F Pinnacle Holdings, LLC 33,176 15.83 1,233 10.19
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 5,279 48.62 221 38.13
2025-08-12 13F Franklin Resources Inc 483,500 18.53 17,972 12.71
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 6,826 13.90 270 -4.61
2025-08-04 13F Hantz Financial Services, Inc. 12,592 3.38 0
2025-08-14 13F Citadel Advisors Llc 238,177 417.53 8,853 392.11
2025-08-14 13F Citadel Advisors Llc Call 33,300 7.77 1,238 2.49
2025-08-11 13F Royce & Associates Lp 19,217 70.50 714 62.27
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Trexquant Investment LP 31,289 1,163
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 2,159 5.89 80 1.27
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 13,440 1.45 500 -3.48
2025-08-14 13F Tudor Investment Corp Et Al 84,702 3,148
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Proequities, Inc. 0 0
2025-04-29 NP SEIAX - SIIT Multi-Asset Real Return Fund - Class A 0 -100.00 0 -100.00
2025-08-14 13F Quarry LP 470 552.78 17 750.00
2025-08-13 13F Marshall Wace, Llp 80,753 118.23 3,002 107.54
2025-07-24 13F CWM Advisors, LLC 10,466 19.12 389 13.41
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 12,326 18.04 487 -1.22
2025-08-12 13F Advisors Asset Management, Inc. 8,675 3.26 322 -1.83
2025-07-28 NP HDG - ProShares Hedge Replication ETF 55 10.00 2 0.00
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 4,319 33.38 171 11.84
2025-07-25 13F Hemington Wealth Management 74 15.62 0
2025-08-12 13F Jpmorgan Chase & Co 246,590 12.56 9,166 7.03
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 11,088 4.42 412 -0.72
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 5,584 10.64 221 -7.56
2025-06-26 NP TCAAX - Thrivent Moderately Conservative Allocation Fund Class A 3,783 245.48 149 192.16
2025-08-12 13F SRS Capital Advisors, Inc. 53 194.44 2
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 1,347,131 0.81 50,073 -4.15
2025-06-26 NP AASMX - Thrivent Small Cap Stock Fund Class A 885,409 230.20 34,974 176.34
2025-06-27 NP RSSL - Global X Russell 2000 ETF 25,307 5.03 1,000 -12.14
2025-05-15 13F Texas Permanent School Fund 66,224 2,616
2025-08-26 NP SCDS - JPMorgan Fundamental Data Science Small Core ETF 406 15
2025-06-13 NP abrdn Funds - abrdn Focused U.S. Small Cap Active ETF 49,856 1,969
2025-08-28 NP SLLAX - SIMT Small Cap Fund Class F 14,481 538
2025-08-26 NP FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF 3,105 4.55 115 -0.86
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 98 4
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 15,228 11.50 602 -6.68
2025-09-04 13F/A Advisor Group Holdings, Inc. 9,258 3.46 344 -1.43
2025-08-14 13F Bank Of America Corp /de/ 467,507 19.60 17,377 13.73
2025-08-06 13F Phocas Financial Corp. 105,932 0.02 3,937 -4.90
2025-08-12 13F Rhumbline Advisers 175,011 0.16 6,505 -4.76
2025-06-17 NP GSEQX - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 9,591 8.48 379 -9.35
2025-08-18 13F Geneos Wealth Management Inc. 1,140 98.95 42 90.91
2025-07-22 13F IMC-Chicago, LLC Call 11,400 424
2025-08-14 13F Millennium Management Llc 11,507 17.55 428 11.78
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 9,967 93.42 418 78.97
2025-08-14 13F Petrus Trust Company, LTA 17,355 645
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 2,150 6.59 85 -11.58
2025-07-14 13F GAMMA Investing LLC 746 116.86 28 107.69
2025-08-14 13F Rafferty Asset Management, LLC 14,545 20.31 541 14.41
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 3,233 11.48 128 -6.62
2025-06-26 NP AABFX - Thrivent Balanced Income Plus Fund Class A 5,296 247.28 209 194.37
2025-08-07 13F Allworth Financial LP 1,261 8.43 47 4.55
2025-08-14 13F/A Skopos Labs, Inc. 1,931 543.67 72 545.45
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 6,770 1.74 252 -3.46
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 2,457 103
2025-08-12 13F O'shaughnessy Asset Management, Llc 61,843 724.24 2,299 684.30
2025-07-28 NP VCSLX - Small Cap Index Fund 18,589 15.02 779 6.43
2025-08-05 13F Bank Of Montreal /can/ 6,564 4.79 244 -0.41
2025-08-25 NP QWVOX - Clearwater Small Companies Fund 1,609 186.30 60 180.95
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 6,219 3.10 231 -1.70
2025-06-24 NP FRVLX - Franklin Small Cap Value Fund Class A 227,877 65.42 9,001 38.43
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 8,662 1.79 342 -14.71
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 222 24.02 9 0.00
2025-06-27 NP NAIL - Direxion Daily Homebuilders & Supplies Bull 3X Shares 9,794 387
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 9,340 7.49 391 -0.51
2025-07-24 13F Ronald Blue Trust, Inc. 6,259 49.49 233 42.33
2025-08-13 13F Northwestern Mutual Wealth Management Co 93 126.83 3 200.00
2025-08-13 13F EverSource Wealth Advisors, LLC 901 290.04 33 266.67
2025-08-25 NP GONIX - Gotham Neutral Fund Institutional Class 334 85.56 12 140.00
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 2,004 16.65 84 7.79
2025-07-25 NP PSLAX - Putnam Small Cap Value Fund Class A Shares 54,400 2,279
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 12,348 0.60 517 -6.85
2025-05-28 NP LUSIX - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 6,272 11.54 245 0.41
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 45,133 0.52 1,678 -4.44
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 48,581 1.14 1,806 -3.84
2025-08-13 13F Bollard Group LLC 1,999 5.66 0
2025-08-06 13F First Horizon Advisors, Inc. 225 8.17 8 0.00
2025-08-12 13F MAI Capital Management 91 3
2025-08-14 13F Fmr Llc 84,988 13.67 3,159 8.08
2025-08-27 13F/A Brinker Capital Investments, LLC 26,635 2.49 990 -2.46
2025-08-26 NP Profunds - Profund Vp Small-cap 95 1.06 4 0.00
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 101,026 0.88 3,991 -15.57
2025-07-28 NP VSSVX - Small Cap Special Values Fund 16,721 700
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 3,871 10.60 144 5.15
2025-05-30 NP SIFAX - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 0 -100.00 0 -100.00
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware SMID Cap Core Fund Service Class 80,272 2.06 2,984 -2.96
2025-08-14 13F Voya Investment Management Llc 11,449 0.70 426 -4.28
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 9 0
2025-08-26 NP BRSVX - Small-Cap Value Fund Class N 69,687 27.43 2,590 21.20
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 14,634 1.60 544 -3.55
2025-08-14 13F/A Barclays Plc 91,929 38.08 3 50.00
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 7,949 15.35 314 -3.69
2025-08-15 NP Royce Value Trust Inc 19,217 70.50 714 62.27
2025-05-27 NP FTKI - First Trust Small Cap BuyWrite Income ETF 82 3
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 459 0
2025-08-14 13F Gotham Asset Management, LLC 9,443 351
2025-08-15 13F Morgan Stanley 479,477 22.71 17,822 16.68
2025-08-14 13F Wellington Management Group Llp 538,512 30.79 20,016 24.36
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 31,433 1.62 1,168 -3.39
2025-06-25 NP SDVD - FT Vest SMID Rising Dividend Achievers Target Income ETF 86,350 633.15 3,411 733.74
2025-07-31 13F Linden Thomas Advisory Services, LLC 19,438 723
2025-08-14 13F Point72 Hong Kong Ltd 11,999 446
2025-08-14 13F California State Teachers Retirement System 38,634 1.39 1,436 -3.56
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 1,386 3.51 52 -1.92
2025-07-16 13F State of Alaska, Department of Revenue 24,584 6.96 1
2025-08-14 13F Price T Rowe Associates Inc /md/ 47,334 0.07 2 0.00
2025-08-25 NP GARIX - Gotham Absolute Return Fund Institutional Class 3,099 998.94 115 1,050.00
Other Listings
US:LZB US$ 36.16
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