DE:SM1 / SLM Corporation - Kepemilikan Institusional - Pembeli

SLM Corporation
DE ˙ DB ˙ US78442P1066
€ 26.40 0.00 (0.00%)
2025-09-04
BAHAGING PRESYO
Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di SLM Corporation meliputi FSCRX - Fidelity Small Cap Discovery Fund, FCPGX - Fidelity Small Cap Growth Fund, FJACX - Fidelity Series Small Cap Discovery Fund, Capitolis Liquid Global Markets LLC, FOCSX - Fidelity Small Cap Growth K6 Fund, Governors Lane LP, TVLAX - Touchstone Value Fund A, DMCVX - BNY Mellon Opportunistic Midcap Value Fund Class A, FFSM - Fidelity Small-Mid Cap Opportunities ETF, De Lisle Partners LLP, GVEYX - VALUE EQUITY FUND Institutional, DSCVX - BNY Mellon Opportunistic Small Cap Fund Investor Shares, CZMVX - Multi-Manager Value Strategies Fund Institutional Class, Wiley Bros.-aintree Capital, Llc, DWAS - Invesco DWA SmallCap Momentum ETF, RMDAX - AllianzGI Mid-Cap Fund A, Silvant Capital Management LLC, LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class, Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund, dan MPSSX - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares .

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
(%)
2025-06-26 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 62,730 1.34 1,814 4.98
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 100,242 0.16 3,287 11.81
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 10,883 5.72 315 9.41
2025-08-13 13F EverSource Wealth Advisors, LLC 3,995 118.19 131 145.28
2025-06-26 NP FSMVX - Fidelity Mid Cap Value 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 645,068 2.40 18,649 6.06
2025-06-30 NP SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF 5,640 163
2025-07-22 13F HFM Investment Advisors, LLC 26 188.89 1
2025-08-07 13F Campbell & CO Investment Adviser LLC 112,291 293.42 3,682 339.38
2025-07-22 13F Bay Harbor Wealth Management, LLC 16 77.78 1
2025-07-17 13F HB Wealth Management, LLC 7,137 234
2025-08-14 13F Axa S.a. 157,469 15.74 5,163 29.24
2025-08-14 13F Headlands Technologies LLC 15,451 627.45 507 716.13
2025-08-14 13F Citadel Advisors Llc Call 160,200 118.55 5,253 144.05
2025-07-11 13F/A Financiere des Professionnels - Fonds d,investissement inc. 7,895 259
2025-07-22 13F IMC-Chicago, LLC 13,627 447
2025-08-08 13F Avantax Advisory Services, Inc. 9,213 302
2025-07-22 13F IMC-Chicago, LLC Call 46,200 6.21 1,515 18.56
2025-07-28 13F BRYN MAWR TRUST Co 5,192 12.02 170 25.00
2025-08-28 NP USVM - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 100,130 120.07 3,283 247.41
2025-06-24 NP SWMCX - Schwab U.S. Mid-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 35,191 17.23 1,017 21.51
2025-08-13 13F Victory Capital Management Inc 153,524 135.27 5,034 162.73
2025-08-12 13F Jpmorgan Chase & Co 711,969 7.91 23,347 20.48
2025-08-12 13F Steward Partners Investment Advisory, Llc 1,432 695.56 47 820.00
2025-06-27 NP PRF - Invesco FTSE RAFI US 1000 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 72,570 7.53 2,098 11.36
2025-08-11 13F Rothschild Investment Llc 40 100.00 1
2025-07-23 NP CFMCX - Column Mid Cap Fund 39,333 0.68 1,273 7.97
2025-08-14 13F Engineers Gate Manager LP 44,871 38.83 1,471 55.01
2025-08-14 13F Smartleaf Asset Management LLC 1,458 41.42 48 65.52
2025-06-26 NP LRGF - iShares Edge MSCI Multifactor USA 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 50,263 1,453
2025-07-24 13F Callan Family Office, LLC 12,875 27.63 422 42.57
2025-07-29 NP GMUEX - GMO U.S. Equity Fund Class III 16,169 29.67 523 39.10
2025-08-13 13F Green Harvest Asset Management LLC 6,125 201
2025-08-14 13F Qube Research & Technologies Ltd 255,715 8,385
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 9,070 11.98 294 20.08
2025-07-11 13F Farther Finance Advisors, LLC 16,551 39.74 543 54.86
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 This fund is a listed as child fund of Capital World Investors 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 824,188 20.56 27,025 34.60
2025-06-27 NP VLLU - Harbor AlphaEdge Large Cap Value ETF 352 10
2025-08-21 NP LUSIX - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 2,548 84
2025-08-27 NP TVLAX - Touchstone Value Fund A 187,464 6,147
2025-08-13 13F Virtus ETF Advisers LLC 1,581 52
2025-08-26 NP IWB - iShares Russell 1000 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 152,855 0.66 5,012 12.40
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 2,197 0
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 36,883 20.04 1,194 28.69
2025-08-04 13F Strs Ohio 60,830 21.38 1,995 35.55
2025-08-14 13F Sycale Advisors (NY) LLC 433,138 28.97 14,203 43.99
2025-08-07 13F ProShare Advisors LLC 9,305 3.80 305 15.97
2025-08-13 13F Arrowstreet Capital, Limited Partnership 27,770 911
2025-07-24 NP FIDJX - Fidelity SAI Sustainable Sector Fund 12,508 405
2025-07-29 NP PPADX - GMO U.S. Opportunistic Value Fund Class III 56,275 19.03 1,822 27.61
2025-07-17 13F DiNuzzo Private Wealth, Inc. 68 15.25 2 100.00
2025-08-26 NP GMOV - GMO U.S. Value ETF 6,401 2.02 210 13.59
2025-08-13 13F Amundi 11,795 1.09 396 23.44
2025-08-12 13F Northwestern Mutual Investment Management Company, Llc 46,856 0.16 1,536 11.87
2025-06-30 NP VT - Vanguard Total World Stock 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 135,898 3.80 3,929 7.50
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 77,712 2,516
2025-08-12 13F/A Boston Partners 11,076,359 3.83 362,697 16.24
2025-08-14 13F Sei Investments Co 226,895 189.16 7,440 222.87
2025-03-31 NP PDAVX - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 1,525 38.26 43 75.00
2025-08-14 13F Xponance, Inc. 26,265 7.06 861 19.58
2025-08-14 13F Two Sigma Advisers, Lp 20,100 659
2025-08-15 13F/A Rakuten Securities, Inc. 215 168.75 7 250.00
2025-08-14 13F Verition Fund Management LLC 156,366 4.58 5,127 16.76
2025-08-04 13F Amalgamated Bank 96,570 0.34 3 50.00
2025-08-04 13F Arkadios Wealth Advisors 7,462 1.07 245 12.96
2025-06-26 NP FDVLX - Fidelity Value 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 1,726,459 2.97 49,912 6.66
2025-08-04 13F Hantz Financial Services, Inc. 790 1,978.95 0
2025-08-14 13F Federation des caisses Desjardins du Quebec 540 18
2025-08-26 NP DVAL - BrandywineGLOBAL-Dynamic US Large Cap Value ETF 3,095 101
2025-07-11 13F/A Umb Bank N A/mo 2,971 56.45 97 76.36
2025-08-14 13F Aqr Capital Management Llc 1,125,217 8.85 36,896 24.66
2025-08-14 13F Schonfeld Strategic Advisors LLC 21,578 91.02 708 113.60
2025-07-25 13F CBOE Vest Financial, LLC 341,928 873.07 11,212 986.34
2025-08-14 13F Group One Trading, L.p. 6,596 3.45 216 15.51
2025-06-25 NP FNX - First Trust Mid 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 137,223 109.37 3,967 116.89
2025-08-14 13F Bridgefront Capital, LLC 11,234 10.60 368 23.49
2025-08-26 NP BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 131,968 92.72 4,327 115.17
2025-07-08 13F Rise Advisors, LLC 491 0.41 16 14.29
2025-08-14 13F Group One Trading, L.p. Put 19,200 20.75 630 34.98
2025-08-14 13F Group One Trading, L.p. Call 62,200 123.74 2,040 149.88
2025-07-29 NP BLUIX - BLUEPRINT GROWTH FUND Institutional Class 4,313 10.93 140 18.80
2025-08-14 13F Susquehanna International Group, Llp Call 589,500 420.30 19,330 480.97
2025-07-25 13F Hemington Wealth Management 556 71.08 0
2025-07-28 13F Twin Tree Management, LP Put 27,600 905
2025-06-26 NP PQCCX - PGIM QMA Mid-Cap Core Equity Fund Class R6 940 11.24 27 17.39
2025-07-23 NP CFMSX - Column Mid Cap Select Fund 191,327 5.65 6,193 13.28
2025-07-29 NP DMCVX - BNY Mellon Opportunistic Midcap Value Fund Class A 186,249 6,029
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 53,919 7.21 1,768 19.70
2025-08-13 13F Pictet Asset Management Holding SA 33,483 1.09 1,098 13.08
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 128,806 0.98 4,224 12.73
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 13 0
2025-08-11 13F New Age Alpha Advisors, LLC 45,723 1,499
2025-08-20 NP QRPNX - AQR Alternative Risk Premia Fund Class N Short -24,057 -3.12 -789 8.09
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 26,972 60.84 780 66.45
2025-06-26 NP FCMVX - Fidelity Mid Cap Value K6 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 11,469 19.38 332 23.51
2025-08-26 NP TFNS - T. Rowe Price Financials ETF 1,579 52
2025-08-28 NP GMLGX - GuideMark(R) Large Cap Core Fund Service Shares 40,410 36.23 1,325 52.12
2025-07-31 13F Caitong International Asset Management Co., Ltd 12 20.00 0
2025-08-12 13F Barrow Hanley Mewhinney & Strauss Llc 14,103,631 62.46 462,458 81.38
2025-07-29 13F Virginia Retirement Systems Et Al 62,988 13.52 2,065 26.76
2025-08-07 13F Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 701 23
2025-05-28 NP ONEY - SPDR Russell 1000 Yield Focus 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 25,206 10.18 740 17.46
2025-06-25 NP FAD - First Trust Multi Cap Growth AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 18,518 535
2025-08-26 NP EHLS - Even Herd Long Short ETF 10,853 4.87 356 17.16
2025-08-12 13F Nuveen, LLC 563,006 6.38 18,461 18.76
2025-08-14 13F Governors Lane LP Call 250,000 8,198
2025-08-27 NP OASVX - Optimum Small-mid Cap Value Fund Class A 22,800 748
2025-08-14 13F Governors Lane LP 599,009 105.38 19,642 129.29
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 4,708 5.80 154 18.46
2025-08-22 NP FIMVX - Fidelity Mid 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 29,262 22.62 960 37.00
2025-08-05 13F Bank of New York Mellon Corp 3,188,724 6.94 104,558 19.39
2025-07-15 13F Public Employees Retirement System Of Ohio 69,570 7.17 2,281 19.67
2025-08-11 13F NewEdge Wealth, LLC 28,655 45.94 904 56.94
2025-08-13 13F Capital Fund Management S.a. Call 41,200 1,351
2025-08-13 13F Capital Fund Management S.a. Put 28,200 925
2025-08-11 13F Cornerstone Planning Group LLC 24 242.86 1
2025-08-29 NP MFUS - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 4,636 8.80 152 21.60
2025-08-08 13F Kaizen Financial Strategies 9,214 0.40 302 12.27
2025-04-28 NP TRSGX - T. Rowe Price Spectrum Moderate Growth Allocation 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 26,007 129.44 785 242.79
2025-08-14 13F Comerica Bank 143,083 101.89 4,692 125.42
2025-08-22 NP FVHKV - Hedged Equity Portfolio Service Class 70 105.88 2
2025-08-12 13F Legal & General Group Plc 370,797 2.53 12,158 14.47
2025-08-22 NP CDEI - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 266 9
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 11,877 384
2025-06-26 NP FAVFX - Fidelity Advisor Value Fund Class A 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 73,851 8.49 2,135 12.43
2025-08-07 13F CENTRAL TRUST Co 8,370 86.29 274 109.16
2025-07-11 13F/A Livforsakringsbolaget Skandia, Omsesidigt 160,300 94.07 5,256 116.92
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 79,170 2,596
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 11,083 5.94 363 18.24
2025-08-07 13F Los Angeles Capital Management Llc 9,618 315
2025-06-25 NP RECS - Columbia Research Enhanced Core ETF 21,344 46.66 617 51.97
2025-08-27 NP VBINX - Vanguard Balanced 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 122,426 0.80 4,014 12.56
2025-08-20 NP QSPIX - AQR Style Premia Alternative Fund Class I Short -106,574 -3,495
2025-08-12 13F Inceptionr Llc 23,577 180.91 773 214.23
2025-08-13 13F Northwestern Mutual Wealth Management Co 364 60.35 12 83.33
2025-08-12 13F O'shaughnessy Asset Management, Llc 24,386 8.36 800 21.06
2025-08-26 NP Profunds - Profund Vp Mid-cap Growth 1,917 8.55 63 21.57
2025-07-28 13F New York State Teachers Retirement System 268,791 4.58 9 14.29
2025-08-06 13F First Horizon Advisors, Inc. 58 2
2025-07-23 NP CFSLX - Column Small Cap Fund 31,744 94.25 1,028 108.32
2025-06-23 NP IYG - iShares U.S. Financial Services 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 58,968 0.97 1,705 4.54
2025-08-26 NP EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB 2,568 84
2025-08-13 13F Norges Bank 2,686,450 88,089
2025-07-25 NP PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 345 7.14 11 22.22
2025-07-17 13F City Holding Co 765 25
2025-03-24 NP JSMD - Janus Henderson Small/Mid Cap Growth Alpha ETF 51,951 11.28 1,450 40.95
2025-08-26 NP GVEYX - VALUE EQUITY FUND Institutional 119,585 3,921
2025-06-26 NP FDWM - Fidelity Women's Leadership ETF 706 20
2025-08-04 13F Assetmark, Inc 202 248.28 7 500.00
2025-07-28 NP MSLC - Morgan Stanley Pathway Large Cap Equity ETF 7,454 9.65 241 17.56
2025-08-15 NP Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund 53,875 1,767
2025-08-08 13F Creative Planning 20,389 4.83 669 16.99
2025-07-09 13F Bruce G. Allen Investments, LLC 72 4.35 2 0.00
2025-08-28 NP New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES 31,956 1,048
2025-08-13 13F Cerity Partners LLC 102,533 24.05 3,362 38.52
2025-08-29 NP DON - WisdomTree U.S. MidCap Dividend Fund N/A 262,469 0.07 8,606 11.72
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 45,219 27.68 1,532 47.21
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 30,321 134.83 1
2025-07-30 13F Forum Financial Management, LP 11,034 0.09 362 11.76
2025-07-31 13F Buckingham Strategic Partners 6,224 204
2025-08-12 13F Pathstone Holdings, LLC 27,290 7.36 895 19.84
2025-08-20 NP QNZNX - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 1,265 23.17 41 36.67
2025-08-08 13F Pnc Financial Services Group, Inc. 16,346 2.90 536 14.81
2025-08-14 13F Cubist Systematic Strategies, LLC 261,316 8,569
2025-08-08 13F Geode Capital Management, Llc 3,833,886 0.09 125,734 11.73
2025-07-29 NP GIMFX - GMO Implementation Fund 15,401 18.38 499 27.04
2025-08-04 13F Retirement Systems of Alabama 256,494 0.16 8,410 11.82
2025-07-25 13F JustInvest LLC 25,751 4.77 844 17.06
2025-07-11 13F Wedge Capital Management L L P/nc 1,062,690 3,671.88 34,846 4,113.42
2025-08-14 13F Farringdon Capital, Ltd. 7,280 239
2025-08-14 13F Lazard Asset Management Llc 45,842 434.04 2
2025-08-12 13F Pacer Advisors, Inc. 6,428 211
2025-08-14 13F Harvest Investment Services, LLC 29,109 185.69 954 219.06
2025-07-23 13F Louisiana State Employees Retirement System 59,000 0.17 1,935 11.86
2025-08-14 13F Bnp Paribas Arbitrage, Sa 43,002 99.09 1,410 122.40
2025-08-22 NP CVMC - Calvert US Mid-Cap Core Responsible Index ETF 1,493 3.68 49 14.29
2025-07-11 13F Assenagon Asset Management S.A. 81,854 2,684
2025-08-13 13F California Public Employees Retirement System 417,324 8.86 13,684 21.54
2025-06-23 NP IYY - iShares Dow Jones U.S. 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 9,430 1.88 273 5.43
2025-07-09 13F Gateway Investment Advisers Llc 91,670 0.71 3,006 12.42
2025-08-15 13F Captrust Financial Advisors 36,889 6.06 1,210 18.41
2025-05-30 NP FLDZ - RiverNorth Patriot ETF 283 21.98 8 33.33
2025-07-25 NP CZMVX - Multi-Manager Value Strategies Fund Institutional Class 81,198 2,628
2025-06-26 NP FSCRX - Fidelity Small Cap Discovery 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 895,500 25,889
2025-08-28 NP New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class 13,767 451
2025-06-25 NP REVS - Columbia Research Enhanced Value ETF 1,233 11.89 36 16.67
2025-08-14 13F Goldman Sachs Group Inc 875,149 59.78 28,696 78.39
2025-07-29 NP VRNIX - Vanguard Russell 1000 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 33,462 6.03 1,083 13.76
2025-08-13 13F Edgestream Partners, L.P. 64,426 40.00 2,113 56.33
2025-08-08 13F Intech Investment Management Llc 118,327 1.32 3,880 13.09
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 2,390,790 39.41 77,390 49.47
2025-08-07 13F Readystate Asset Management Lp 15,236 500
2025-08-14 13F Quantinno Capital Management LP 153,056 27.57 5,019 42.44
2025-08-12 13F Brandywine Global Investment Management, LLC 78,086 2,560
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 52,441 18.58 1,516 22.85
2025-07-25 13F Allspring Global Investments Holdings, LLC 176,010 9.28 5,872 23.08
2025-08-26 NP FT Vest Rising Dividend Achievers Total Return Fund 7,391 242
2025-08-28 NP SPMD - SPDR(R) Portfolio Mid Cap 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 949,949 2.02 31,149 13.90
2025-08-29 NP DGRW - WisdomTree U.S. Quality Dividend Growth Fund N/A 342,761 10.35 11,239 23.19
2025-08-14 13F Erste Asset Management GmbH 1,500 49
2025-08-12 13F Dynamic Technology Lab Private Ltd 9,092 1.37 298 13.31
2025-08-14 13F Mercer Global Advisors Inc /adv 25,641 218.32 841 255.93
2025-08-27 NP CGJAX - Calvert US Large-Cap Growth Responsible Index Fund Class A 1,100 36
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 55,012 1.99 1,590 5.65
2025-07-31 13F MQS Management LLC 6,201 203
2025-07-28 13F Harbour Investments, Inc. 25 1
2025-08-22 NP CVLC - Calvert US Large-Cap Core Responsible Index ETF 2,463 6.95 81 19.40
2025-07-15 13F Fortitude Family Office, LLC 109 4
2025-08-14 13F Two Sigma Investments, Lp 162,300 5,322
2025-08-25 NP STSVX - BNY Mellon Small Cap Value Fund Class I 28,532 79.10 936 100.21
2025-08-19 13F Advisory Services Network, LLC 9,459 0.15 301 8.30
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 104,895 0.69 3,033 4.30
2025-07-18 13F Truist Financial Corp 9,878 3.91 324 15.77
2025-08-14 13F Mariner, LLC 6,123 201
2025-08-07 13F Allworth Financial LP 607 1,923.33 20
2025-08-14 13F Macquarie Group Ltd 22,800 748
2025-08-12 13F CFC Planning Co LLC 6,921 227
2025-08-14 13F UBS Group AG 1,468,746 177.71 48,160 210.05
2025-08-26 NP IRMAX - Voya RussellTM Mid Cap Index Portfolio Class ADV 17,079 0.93 560 12.90
2025-08-14 13F Wetherby Asset Management Inc 8,412 276
2025-06-27 NP DASVX - Dunham Small Cap Value Fund Class A 9,092 263
2025-08-13 13F FORA Capital, LLC 10,255 32.17 336 48.02
2025-08-28 NP SMMD - iShares Russell 2500 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 49,044 5.46 1,608 17.80
2025-08-14 13F Brave Warrior Advisors, LLC 10,540,905 11.48 345,636 24.46
2025-08-08 13F TD Capital Management LLC 148 0.68 5 0.00
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 8,558 381.87 281 636.84
2025-08-14 13F Quartz Partners, LLC 11,669 9.88 383 22.83
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 63,430 11.27 2,080 24.19
2025-06-24 NP JMOM - JPMorgan U.S. Momentum Factor ETF 64,971 3.19 1,878 6.89
2025-07-29 NP DSCVX - BNY Mellon Opportunistic Small Cap Fund Investor Shares 101,353 3,281
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 42,125 1.86 1,381 13.76
2025-07-09 13F Harbor Capital Advisors, Inc. 194,836 0.21 6 20.00
2025-08-06 13F Rialto Wealth Management, LLC 35 105.88 1
2025-07-28 13F Bayforest Capital Ltd 1,492 49
2025-08-12 13F Franklin Resources Inc 320,502 36.05 10,509 51.91
2025-06-24 NP SWLVX - Schwab U.S. Large-Cap Value 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 6,737 1.89 195 5.43
2025-07-29 NP WPGTX - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL 8,522 276
2025-08-28 NP Elevation Series Trust - RiverNorth Patriot ETF 273 9
2025-08-26 NP RMDAX - AllianzGI Mid-Cap Fund A 63,913 2,096
2025-08-27 NP RYFIX - Financial Services Fund Investor Class 2,535 0.80 83 13.70
2025-08-28 NP VYSVX - Vericimetry U.S. Small Cap Value Fund 5,420 7.97 178 20.41
2025-08-14 13F DRW Securities, LLC 7,414 243
2025-08-14 13F Point72 Hong Kong Ltd 34,246 1,123
2025-04-28 NP PRSIX - T. Rowe Price Spectrum Conservative Allocation 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 7,287 81.63 220 170.37
2025-07-29 NP MPMCX - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 92,567 50.00 2,996 60.82
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 49,412 0.16 1,620 11.88
2025-08-13 13F Walleye Trading LLC Call 167,900 1,125.55 5,505 1,269.40
2025-08-13 13F Walleye Trading LLC Put 283,200 0.50 9,286 12.20
2025-06-26 NP FSMDX - Fidelity Mid 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 701,836 5.54 20,290 9.33
2025-07-15 13F Fifth Third Bancorp 1,950 13.77 64 26.00
2025-08-26 NP EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 20,869 1.66 684 13.62
2025-07-16 13F Essex Financial Services, Inc. 6,376 209
2025-08-20 NP QCFIX - AQR CVX Fusion Fund Class I 49 2
2025-06-25 NP FTLS - First Trust Long/Short Equity 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 50,794 1,468
2025-08-19 NP RIFBX - U.S. Small Cap Equity Fund 9,035 63.80 296 82.72
2025-08-13 13F Capital Research Global Investors 8,310,939 39.62 272,516 55.88
2025-07-31 13F Quest Partners LLC 56,508 54.78 1,853 72.76
2025-08-26 NP JMEE - JPMorgan Market Expansion Enhanced Equity ETF 172,245 24.26 5,648 38.71
2025-06-26 NP SJVCX - Steward Large Cap Value Fund Class C 3,400 98
2025-08-14 13F Royal Bank Of Canada 678,225 1,587.21 22,239 1,786.26
2025-08-14 13F Point72 (DIFC) Ltd 846 28
2025-08-20 NP AQMIX - AQR Managed Futures Strategy Fund Class I 11,032 362
2025-08-05 13F State Of Michigan Retirement System 50,499 0.20 1,656 11.82
2025-08-13 13F De Lisle Partners LLP 132,000 4,329
2025-08-13 13F Russell Investments Group, Ltd. 998,919 41.49 32,863 60.19
2025-06-23 NP PMPRX - MidCap Value Fund I R-3 6,329 0.05 183 3.41
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 6,440,894 2.33 211,197 14.25
2025-05-30 NP SLLAX - SIMT Small Cap Fund Class F 10,300 303
2025-06-26 NP FWOZX - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z 21,662 626
2025-08-19 13F State of Wyoming 6,828 224
2025-08-12 13F CIBC Private Wealth Group, LLC 108 2.86 4 50.00
2025-06-26 NP FFSM - Fidelity Small-Mid Cap Opportunities ETF 179,431 5,187
2025-08-12 13F BlackRock, Inc. 19,052,293 0.40 624,725 12.09
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 96,093 0.68 2,778 4.32
2025-08-08 13F Crossmark Global Holdings, Inc. 141,363 73.29 4,635 93.53
2025-07-22 13F Merit Financial Group, LLC 10,862 39.26 356 55.46
2025-08-13 13F Jones Financial Companies Lllp 6,138 3.98 202 18.82
2025-08-14 13F Parkwood LLC 290,228 10
2025-08-13 13F Silvant Capital Management LLC 63,913 2,096
2025-08-06 13F True Wealth Design, LLC 1,370 0.22 45 10.00
2025-08-12 13F Trexquant Investment LP 122,521 15.34 4,017 28.79
2025-07-21 13F Cromwell Holdings LLC 28 1
2025-08-14 13F Royal London Asset Management Ltd 3,591,541 200.73 117,767 235.75
2025-07-28 NP AVLV - Avantis U.S. Large Cap Value ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 449,127 51.50 14,538 62.45
2025-08-26 NP FTHI - First Trust BuyWrite Income 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 256,534 2.50 8,412 14.44
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 34,263 0.21 1,123 11.85
2025-07-25 13F Meritage Portfolio Management 16,780 2.84 550 14.82
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 29,146 11.27 843 15.18
2025-08-14 13F Worldquant Millennium Advisors Llc 18,077 593
2025-08-26 NP IUSG - iShares Core S&P U.S. 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 168,941 1.92 5,540 13.78
2025-08-14 13F Nebula Research & Development LLC 9,630 316
2025-08-14 13F Price T Rowe Associates Inc /md/ 865,031 5.58 28 16.67
2025-08-14 13F Ameriprise Financial Inc 677,687 98.33 22,221 121.43
2025-08-06 13F Vestmark Advisory Solutions, Inc. 35,628 121.24 1,168 147.46
2025-07-29 NP GCAVX - GMO U.S. Small Cap Value Fund Class VI 17,042 19.64 552 28.14
2025-08-07 13F Teachers Retirement System Of The State Of Kentucky 136,848 3.52 4 33.33
2025-08-11 13F Root Financial Partners, LLC 8,389 4.31 275 16.53
2025-07-28 NP AVLC - Avantis U.S. Large Cap Equity ETF 11,398 38.58 369 48.39
2025-08-14 13F Man Group plc 129,214 11.60 4,237 24.59
2025-08-13 13F Arizona State Retirement System 58,322 0.90 1,912 12.67
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 12,604 10.91 408 18.66
2025-08-15 13F CI Private Wealth, LLC 47,870 106.44 1,570 130.40
2025-08-14 13F Twinbeech Capital Lp 21,010 689
2025-08-01 13F Teacher Retirement System Of Texas 30,331 3.05 995 15.05
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 312,971 4.94 10,131 12.52
2025-08-11 13F Covestor Ltd 847 4.18 0
2025-08-14 13F Alliancebernstein L.p. 528,685 21.32 17,336 35.45
2025-08-14 13F Wellington Management Group Llp 69,498 30.20 2,279 45.37
2025-08-18 13F Wolverine Trading, Llc Call 23,400 61.38 771 84.01
2025-08-14 13F Mml Investors Services, Llc 12,775 0
2025-08-18 13F Wolverine Trading, Llc Put 30,000 40.85 989 60.65
2025-07-25 13F Fifth Third Wealth Advisors LLC 7,294 0.32 239 12.21
2025-07-28 NP SCAP - InfraCap Small Cap Income ETF 12,000 2.43 388 9.92
2025-07-17 13F Janney Montgomery Scott LLC 32,459 1
2025-08-14 13F Integrated Wealth Concepts LLC 6,212 204
2025-06-26 NP FCPGX - Fidelity Small Cap Growth 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 804,600 23,261
2025-07-30 13F Crewe Advisors LLC 9 0
2025-07-29 NP GBFFX - GMO Benchmark-Free Fund Class III 6,991 29.68 226 39.51
2025-05-15 13F Texas Permanent School Fund 238,503 6,895
2025-08-26 NP GFSYX - Strategic Alternatives Fund Institutional -95 -176.00
2025-08-14 13F Bank Of America Corp /de/ 1,959,385 43.39 64,248 60.09
2025-07-29 NP EBI - Longview Advantage ETF 29,186 20,599.29 945 23,500.00
2025-08-28 NP BUYO - KraneShares Man Buyout Beta Index ETF 1,181 9.05 39 22.58
2025-07-11 13F Perpetual Ltd 915,162 42.65 30,008 59.26
2025-08-08 13F Oak Thistle LLC 36,986 14.56 1,213 27.85
2025-08-20 NP QMHIX - AQR Managed Futures Strategy HV Fund Class I 23,496 209.20 770 245.29
2025-06-26 NP FIOOX - Fidelity Series Large 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 71,572 2.59 2,069 6.27
2025-08-06 13F SOUTH STATE Corp 65,423 6.47 2,145 18.90
2025-08-14 13F Tudor Investment Corp Et Al Call 7,000 230
2025-08-18 NP PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I 78,092 32.21 2,561 47.64
2025-08-28 NP IWR - iShares Russell Mid-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 737,654 3.68 24,188 15.75
2025-08-01 13F First Command Advisory Services, Inc. 0 0
2025-08-14 13F Peak6 Llc Call 18,100 593
2025-06-26 NP FFLV - Fidelity Fundamental Large Cap Value ETF 775 474.07 22 1,000.00
2025-08-14 13F Peak6 Llc 66,024 27.64 2,165 42.46
2025-08-26 NP XJH - iShares ESG Screened S&P Mid-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 22,621 2.83 742 14.71
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 35,475 5.15 1,026 8.93
2025-08-14 13F Infrastructure Capital Advisors, Llc 13,999 19.50 459 33.43
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 114 4
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 42,425 5.53 1,227 9.37
2025-08-12 13F American Century Companies Inc 5,350,217 0.47 175,434 12.17
2025-06-26 NP FSOPX - Fidelity Series Small Cap Opportunities 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 1,051,422 31.89 30,397 36.61
2025-08-27 NP BBVLX - Bridge Builder Large Cap Value Fund 3,235,868 2.13 106,104 14.02
2025-08-14 13F/A Skopos Labs, Inc. 2,414 240.96 79 295.00
2025-08-14 13F Ieq Capital, Llc 40,577 1,331
2025-08-14 13F Summit Trail Advisors, Llc 17,677 13.39 580 26.70
2025-08-13 13F Bridgewater Associates, LP 278,882 23.49 9,145 37.88
2025-07-09 13F Pallas Capital Advisors LLC 9,219 12.33 302 25.31
2025-07-25 13F Cwm, Llc 54,393 27.75 2 0.00
2025-08-12 13F MAI Capital Management 240 88.98 8 133.33
2025-06-26 NP FJACX - Fidelity Series Small Cap Discovery 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 735,545 21,265
2025-08-26 NP PRISX - T. Rowe Price Financial Services Fund, Inc. 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 681,200 6.99 22,337 19.45
2025-08-07 13F Parkside Financial Bank & Trust 7,638 5.40 250 17.92
2025-06-23 NP MDPIX - Mid-cap Profund Investor Class 773 22.89 22 29.41
2025-08-12 13F LPL Financial LLC 15,868 3.99 520 16.07
2025-08-05 13F Huntington National Bank 1,357 0.52 44 12.82
2025-07-22 NP JUST - Goldman Sachs JUST U.S. Large Cap Equity ETF 2,559 1.43 83 7.89
2025-08-13 13F Williamson Legacy Group, LLC 28,879 947
2025-07-21 13F Qrg Capital Management, Inc. 58,097 404.49 1,905 463.61
2025-08-11 13F Principal Securities, Inc. 955 800.94 31 1,450.00
2025-08-26 NP ASYLX - AB Select US Long/Short Portfolio Advisor Class 171,864 45.29 5,635 62.20
2025-08-14 13F Dark Forest Capital Management Lp 148,749 377.02 4,877 433.01
2025-08-14 13F ISAM Funds (UK) Ltd 24,512 804
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 4,689 50.92 136 56.98
2025-08-12 13F CenterBook Partners LP 31,887 1,046
2025-08-28 NP SPWIX - Simt Small Cap Growth Fund Class I 14,790 47.90 485 65.19
2025-08-14 13F Optiver Holding B.V. 123 4
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 302,884 7.48 9,804 15.25
2025-08-11 13F Lsv Asset Management 907,800 22.17 30 38.10
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 154,792 3.75 5,011 11.23
2025-07-10 13F Longboard Asset Management, LP 6,325 207
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 79,498 2,607
2025-08-13 13F State Board Of Administration Of Florida Retirement System 274,754 0.15 9,009 11.82
2025-08-13 13F Walleye Capital LLC 743,465 22.85 24,378 37.16
2025-08-13 13F Walleye Capital LLC Put 12,000 122.22 393 148.73
2025-08-13 13F Walleye Capital LLC Call 19,500 5.41 639 17.68
2025-08-12 13F Entropy Technologies, LP 15,278 501
2025-07-29 NP VRVIX - Vanguard Russell 1000 Value 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 113,266 8.98 3,666 16.86
2025-06-26 NP FLAPX - Fidelity Flex Mid 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 9,290 9.45 269 13.56
2025-08-08 13F Hartland & Co., LLC 1,629 53
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 303,491 2.06 9,951 13.95
2025-06-26 NP FDSCX - Fidelity Stock Selector Small Cap 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 1,487,358 33.62 43,000 38.40
2025-08-26 NP AZBAX - AllianzGI Small-Cap Fund Class A 4,744 156
2025-08-08 13F Mitsubishi UFJ Trust & Banking Corp 208,797 27.21 6,846 42.03
2025-07-10 13F Exchange Traded Concepts, Llc 143,854 4,717
2025-08-20 NP AMOMX - AQR Large Cap Momentum Style Fund Class I 10,899 3.64 357 15.91
2025-07-17 13F XML Financial, LLC 6,537 214
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 250,902 2.51 8,227 14.45
2025-06-25 NP FNY - First Trust Mid Cap Growth AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 88,145 2,548
2025-08-13 13F Federated Hermes, Inc. 23,759 19.25 779 33.16
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 81,485 5.20 2,672 17.46
2025-08-15 13F Morgan Stanley 3,154,706 15.35 103,443 28.78
2025-08-12 13F Elo Mutual Pension Insurance Co 29,561 969
2025-08-14 13F Point72 Asia (Singapore) Pte. Ltd. 9,448 310
2025-08-14 13F Vident Advisory, LLC 6,545 215
2025-08-14 13F Capitolis Liquid Global Markets LLC 462,800 15,175
2025-08-13 13F First Trust Advisors Lp 3,498,285 153.35 114,709 182.85
2025-08-26 13F/A Thrivent Financial For Lutherans 49,412 0.16 2 0.00
2025-08-13 13F Natixis 105 3
2025-08-13 13F Parkworth Wealth Management, Inc. 14 55.56 0
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-05 13F Simplex Trading, Llc 34,950 1
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-05 13F Simplex Trading, Llc Call 208,300 214.65 7 500.00
2025-08-12 13F Proequities, Inc. 0 0
2025-06-26 NP FOCSX - Fidelity Small Cap Growth K6 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 394,520 11,406
2025-08-13 13F Blueshift Asset Management, LLC 9,945 326
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class 54,041 1,772
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 20,681 30.36 598 35.07
2025-06-26 NP FLCOX - Fidelity Large 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 91,447 7.54 2,644 11.38
2025-08-15 13F Kestra Advisory Services, LLC 13,921 2.04 456 14.00
2025-07-15 13F Td Private Client Wealth Llc 510 17
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 120,985 12.05 3,498 16.06
2025-06-18 NP REBYX - U.S. Small Cap Equity Fund Class Y 35,450 13.98 1,025 17.97
2025-08-14 13F Treasurer of the State of North Carolina 97,708 1.29 3 50.00
2025-04-28 NP TRPBX - T. Rowe Price Spectrum Moderate Allocation 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 11,142 77.08 336 164.57
2025-06-23 NP MGPIX - Mid-cap Growth Profund Investor Class 745 45.79 22 50.00
2025-06-26 NP FSAEX - Fidelity Series All-Sector Equity 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 293,948 104.41 8,498 200.60
2025-08-12 13F Axq Capital, Lp 16,146 529
2025-07-29 NP MPSSX - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares 53,308 1,726
2025-08-25 13F/A Neuberger Berman Group LLC 38,953 27.10 1,277 41.89
2025-08-14 13F Colony Group, LLC 18,050 8.30 592 20.86
2025-08-25 NP SMCWX - SMALLCAP WORLD FUND INC Class A 7,486,751 42.10 245,491 58.64
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