DE:UF2 / Sunstone Hotel Investors, Inc. - Kepemilikan Institusional - Pembeli

Sunstone Hotel Investors, Inc.
DE ˙ DB ˙ US8678921011
€ 8.15 ↓ -0.05 (-0.61%)
2025-09-05
BAHAGING PRESYO
Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Sunstone Hotel Investors, Inc. meliputi FESM - Fidelity Enhanced Small Cap ETF, VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio, IWO - iShares Russell 2000 Growth ETF, Elo Mutual Pension Insurance Co, IRET - iREIT(R) - MarketVector Quality REIT Index ETF, Belvedere Trading LLC, Zwj Investment Counsel Inc, Cerity Partners LLC, 111 Capital, FECGX - Fidelity Small Cap Growth Index Fund, REUYX - Sustainable Equity Fund Class Y, BBGSX - Bridge Builder Small/Mid Cap Growth Fund, EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB, UCAGX - Cornerstone Aggressive Fund, PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P, MAI Capital Management, Atlantic Trust, 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
(%)
2025-06-26 NP MSTQX - Morningstar U.S. Equity Fund 94,544 35.74 788 -0.13
2025-06-27 NP AREA - Harbor AlphaEdge Next Generation REITs ETF 542 35.50 5 0.00
2025-08-14 13F Royal Bank Of Canada 640,767 817.19 5,562 745.29
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 3,455 4.67 30 -6.45
2025-08-26 NP JMEE - JPMorgan Market Expansion Enhanced Equity ETF 78,305 3.41 680 -4.63
2025-08-25 NP QWVOX - Clearwater Small Companies Fund 8,770 630.83 76 533.33
2025-05-09 13F Hemington Wealth Management 0 0
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 91,987 2.52 767 -24.51
2025-08-14 13F Jain Global LLC 23,328 34.84 202 24.69
2025-08-14 13F Engineers Gate Manager LP 19,439 169
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 22,795 1.14 190 -25.49
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 57,557 5.13 480 -22.58
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 37,953 6.83 329 -1.50
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 34,465 0.62 309 -13.97
2025-08-27 NP RPFRX - Davis Real Estate Fund Class A 535,130 44.24 4,645 33.03
2025-08-13 13F EverSource Wealth Advisors, LLC 2,155 19
2025-08-14 13F State Street Corp 12,179,383 4.92 106,784 -3.15
2025-08-15 13F Morgan Stanley 2,404,503 51.11 20,871 39.39
2025-08-08 13F/A Sterling Capital Management LLC 4,865 40.53 42 31.25
2025-06-25 NP IQRA - IQ CBRE Real Assets ETF 2,566 2.07 21 -25.00
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 13,781 3.22 120 -4.80
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 104,540 0.55 907 -7.26
2025-08-06 13F Metis Global Partners, LLC 32,839 28.99 285 19.25
2025-07-23 13F High Note Wealth, LLC 212 5.47 2 0.00
2025-08-12 13F Prudential Financial Inc 2,330,205 3.82 23,518 3.75
2025-08-08 13F Creative Planning 17,774 154
2025-08-14 13F Waterfront Capital Partners, LLC 1,113,896 9,669
2025-07-31 13F State of New Jersey Common Pension Fund D 217,739 18.97 1,890 9.70
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 70,569 1.32 613 -6.56
2025-07-30 13F Ethic Inc. 13,936 12.72 124 5.98
2025-08-25 NP MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 190,951 52.09 1,657 40.30
2025-08-12 13F MAI Capital Management 404 4
2025-06-25 NP USRT - iShares Core U.S. REIT 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 502,827 3.48 4,194 -23.83
2025-08-14 13F Jane Street Group, Llc 955,072 108.30 8,290 92.17
2025-08-29 NP DHS - WisdomTree U.S. High Dividend Fund N/A 7,282 2.03 63 -5.97
2025-08-27 NP RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 5,556 27.93 48 20.00
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 2,481 59.96 21 17.65
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 15,615 12.10 130 -17.20
2025-08-08 13F Davis Selected Advisers 1,155,480 45.94 10,030 34.62
2025-08-14 13F California State Teachers Retirement System 178,604 0.66 1,550 -7.13
2025-08-27 NP PJEAX - PGIM US Real Estate Fund Class A 196,149 9.07 1,703 0.59
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 42 0
2025-07-29 13F Everence Capital Management Inc 12,940 0
2025-08-14 13F Quantinno Capital Management LP 17,300 24.72 150 15.38
2025-07-30 13F Tributary Capital Management, LLC 1,399,015 9.30 12,143 0.82
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 469 4
2025-08-26 NP NMMGX - Multi-manager Global Real Estate Fund 59,365 36.68 515 26.23
2025-08-14 13F Fmr Llc 201,197 1,233.67 1,746 1,138.30
2025-08-08 13F Massachusetts Financial Services Co /ma/ 5,962,433 30.97 51,754 20.81
2025-08-14 13F Wells Fargo & Company/mn 355,337 9.50 3,084 1.02
2025-08-28 NP RWR - SPDR(R) Dow Jones REIT 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 421,919 9.21 3,662 0.74
2025-08-14 13F Heitman Real Estate Securities Llc 40,815 14.93 354 5.99
2025-08-13 13F Federated Hermes, Inc. 30,000 127.27 260 109.68
2025-06-17 NP GRASX - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares 118,400 67.84 987 23.53
2025-07-28 NP HDG - ProShares Hedge Replication ETF 264 10.46 2 0.00
2025-08-28 NP SSRSX - State Street Real Estate Securities 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 7,510 90.03 65 75.68
2025-08-12 13F LPL Financial LLC 46,300 15.99 402 6.93
2025-08-27 NP QDRPAX - Davis Real Estate Portfolio 29,240 43.76 254 32.46
2025-03-31 NP JCCIX - John Hancock Small Cap Core Fund Class I 2,462,149 5.69 27,896 18.68
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 2,766 24
2025-07-31 13F MQS Management LLC 16,689 145
2025-06-18 NP REUYX - Sustainable Equity Fund Class Y 5,267 44
2025-08-15 13F Tower Research Capital LLC (TRC) 29,347 548.84 255 504.76
2025-07-25 NP DIFAX - MFS Diversified Income Fund A 395,142 142.59 3,540 107.38
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 43,372 2.67 389 -12.22
2025-08-13 13F Cerity Partners LLC 10,182 88
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 72,693 11.53 606 -17.89
2025-08-05 13F Huntington National Bank 54 14.89 0
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 31,820 11.36 285 -4.68
2025-07-07 13F Versant Capital Management, Inc 2,583 43.10 22 37.50
2025-05-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 193,098 2.41 1,817 -18.59
2025-05-15 13F Texas Permanent School Fund 95,453 796
2025-08-14 13F Balyasny Asset Management Llc 4,761,783 41,332
2025-07-31 13F Caitong International Asset Management Co., Ltd 97 73.21 1
2025-08-11 13F Vanguard Group Inc 31,047,428 1.49 269,492 -6.38
2025-07-28 NP AVRE - Avantis Real Estate 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 82,747 3.12 741 -11.79
2025-08-20 NP FOSCX - Small Company Fund Institutional 853,153 8.78 7,405 0.34
2025-06-26 NP FESIX - Fidelity SAI Real Estate 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 23,534 59.66 196 17.37
2025-08-14 13F Van Eck Associates Corp 42,315 6.90 0
2025-08-18 13F/A Westwood Holdings Group Inc 3,961,174 10.74 34,383 2.15
2025-08-22 NP FESM - Fidelity Enhanced Small Cap ETF 193,594 1,680
2025-08-14 13F Daiwa Securities Group Inc. 70,517 3.02 1
2025-08-14 13F Bank Of America Corp /de/ 7,240,157 13.61 62,845 4.79
2025-08-14 13F Voya Investment Management Llc 55,112 0.79 478 -7.00
2025-08-14 13F/A Skopos Labs, Inc. 3,248 7,117.78 28
2025-08-08 13F Avantax Advisory Services, Inc. 20,796 0.21 181 -7.69
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 6,502,922 0.85 56,445 -6.97
2025-08-01 13F Bessemer Group Inc 924 60.70 0
2025-08-13 13F Bare Financial Services, Inc 435 248.00 4 200.00
2025-08-11 13F Principal Securities, Inc. 1,181 3.87 10 -23.08
2025-08-12 13F Global Retirement Partners, LLC 237 15.05 2 0.00
2025-06-18 NP RTXAX - Tax-Managed Real Assets Fund Class A 24,220 198.94 202 120.88
2025-08-13 13F M&t Bank Corp 21,089 18.35 183 9.58
2025-08-14 13F Federation des caisses Desjardins du Quebec 11,607 101
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 131,833 24.91 1,144 15.21
2025-09-04 13F/A Advisor Group Holdings, Inc. 2,128 5.66 19 -5.26
2025-08-28 NP SETAX - Simt Real Estate Fund Class F 23,380 84.31 203 69.75
2025-08-29 NP MMSCX - Praxis Small Cap Index Fund Class A 12,940 120.82 112 103.64
2025-07-21 13F 111 Capital 10,073 87
2025-08-13 13F Marshall Wace, Llp 61,272 532
2025-08-27 NP VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 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 164,706 1,430
2025-07-24 13F Ronald Blue Trust, Inc. 6,544 46.83 57 36.59
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 122,408 1,063
2025-08-13 13F Healthcare Of Ontario Pension Plan Trust Fund 817,500 67.69 7,096 54.68
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 631,625 1.72 5,659 -13.03
2025-08-08 13F Atlantic Trust, LLC 136 1
2025-08-14 13F Qube Research & Technologies Ltd 1,594,536 17.16 13,841 8.07
2025-08-12 13F Elo Mutual Pension Insurance Co 51,882 450
2025-04-28 NP VUSE - Vident Core U.S. Equity Fund 289,296 6.98 3,032 4.27
2025-05-30 NP New Age Alpha Funds Trust - NAA Risk Managed Real Estate Fund Institutional Class 15,170 -114.20 143 -111.23
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 8,558 11.04 77 -5.00
2025-08-12 13F Dimensional Fund Advisors Lp 2,745,359 6.48 23,832 -1.77
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 2,220 19
2025-07-25 NP MGLAX - MFS Global Real Estate Fund A 1,733,428 43.81 15,532 22.95
2025-08-08 13F Pnc Financial Services Group, Inc. 10,292 9.96 89 1.14
2025-08-12 13F Centersquare Investment Management Llc 2,571,542 78.19 22,321 64.36
2025-08-14 13F Susquehanna International Group, Llp 260,415 2.93 2,260 -5.04
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 173,117 19.95 1,503 10.60
2025-08-14 13F Jacobs Levy Equity Management, Inc 1,409,069 2.06 12,231 -5.86
2025-05-23 NP PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Real Estate Securities Account Class 1 149,371 3.50 1,406 -17.74
2025-08-22 NP Columbia Funds Variable Series Trust II - CTIVP - CenterSquare Real Estate Fund Class 1 53,450 79.16 464 65.36
2025-08-14 13F Lighthouse Investment Partners, LLC 868,204 247.28 7,536 220.41
2025-08-11 13F Nomura Asset Management Co Ltd 296,015 4.12 2,569 -3.96
2025-08-07 13F Illinois Municipal Retirement Fund 109,574 3.14 951 -4.80
2025-08-14 13F Aqr Capital Management Llc 99,849 19.06 867 9.76
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 130,960 10.12 1,137 1.52
2025-08-13 13F Guggenheim Capital Llc 12,205 8.10 106 -0.94
2025-08-29 NP PMJIX - PIMCO RAE US Small Fund Institutional Class 421,298 9.75 3,657 1.22
2025-03-25 NP BLACKROCK FUNDS - BlackRock Real Estate Securities Fund Investor A Shares This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 130,311 35.10 1,476 13.28
2025-07-25 13F Cwm, Llc 8,029 579.85 0
2025-07-28 NP VCSLX - Small Cap Index Fund 89,265 14.89 800 -1.84
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 799 20.51 7 -14.29
2025-08-26 NP JDSCX - JPMorgan Small Cap Blend Fund Class I 451,817 4.05 3,922 -4.04
2025-08-14 13F Mercer Global Advisors Inc /adv 28,903 80.18 251 66.67
2025-08-08 13F Larson Financial Group LLC 69 53.33 1
2025-08-12 13F Charles Schwab Investment Management Inc 4,124,160 0.36 35,798 -7.43
2025-08-08 13F Crossmark Global Holdings, Inc. 13,716 0.48 119 -7.03
2025-08-14 13F Ubs Asset Management Americas Inc 1,465,215 22.76 12,718 13.25
2025-07-08 13F Parallel Advisors, LLC 526 630.56 5
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 1,100,916 0.25 9,864 -14.29
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 27,694 10.92 231 -18.44
2025-07-28 NP BBRE - JPMorgan BetaBuilders MSCI U.S. REIT ETF 201,588 0.62 1,806 -13.96
2025-07-28 13F Allianz Asset Management GmbH 771,186 1.07 6,694 -6.77
2025-07-14 13F GAMMA Investing LLC 6,426 33.02 56 22.22
2025-08-13 13F Norges Bank 246,852 2,143
2025-07-23 13F Klp Kapitalforvaltning As 42,400 6.27 371 -1.85
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 112,834 0.02 979 -7.73
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 2,997 8.08 26 0.00
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 9,302 81
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 2,044,798 0.60 17,054 -25.95
2025-07-15 13F Public Employees Retirement System Of Ohio 613,422 3.63 5,325 -4.40
2025-08-14 13F FIL Ltd 6,814 72.16 59 59.46
2025-08-14 13F Bnp Paribas Arbitrage, Sa 41,466 206.00 360 182.68
2025-08-27 NP MRESX - Cromwell CenterSquare Real Estate Fund Investor Class Shares 34,150 62.11 296 49.49
2025-08-01 13F Envestnet Asset Management Inc 357,665 53.06 3,105 41.22
2025-08-14 13F Sei Investments Co 50,211 6.18 436 -2.25
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 497,794 1.20 4,152 -25.50
2025-08-27 13F/A Squarepoint Ops LLC 230,091 1,997
2025-08-12 13F AltraVue Capital, LLC 1,431,347 3.25 12,424 -4.75
2025-08-11 13F Greenland Capital Management LP 131,422 19.47 1,141 10.14
2025-08-01 13F Teacher Retirement System Of Texas 36,666 10.89 318 2.25
2025-08-14 13F Mariner, LLC 29,497 71.42 256 59.01
2025-06-27 NP AVFIX - American Beacon Small Cap Value Fund Institutional Class 849,316 16.81 7,083 -5.96
2025-03-31 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 82,274 37.36 932 54.30
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Proequities, Inc. 0 0
2025-07-21 13F Zwj Investment Counsel Inc 11,953 104
2025-08-21 NP MXREX - Great-West Real Estate Index Fund Investor Class 195,420 9.16 1,696 0.71
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 6,734 3.84 58 -4.92
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 257,681 2.55 2,237 -5.41
2025-08-13 13F Quantbot Technologies LP 18,495 161
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 10,250 6.52 85 -22.02
2025-06-26 NP PURCX - PGIM GLOBAL REAL ESTATE FUND Class C 437,781 54.70 3,651 13.88
2025-05-29 NP USVM - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 371,059 830.70 3,492 605.25
2025-08-08 13F Vestcor Inc 48,442 65.01 0
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 32,533 27.89 282 17.99
2025-08-27 NP NGJAX - Nuveen Global Real Estate Securities Fund Class A This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,817 4.79 50 -3.85
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 5,421 24.11 47 14.63
2025-08-06 13F True Wealth Design, LLC 95 2,275.00 1
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 151,092 1.61 1,311 -6.29
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 18,042 7.07 157 -1.27
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 32,582 8.53 283 0.00
2025-08-05 13F Bank Of Montreal /can/ 31,440 2.86 273 -5.23
2025-08-14 13F Brevan Howard Capital Management LP 35,341 192.07 307 170.80
2025-07-25 NP UCAGX - Cornerstone Aggressive Fund 1,898 17
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 287,853 8.86 2,579 -6.93
2025-08-26 NP Profunds - Profund Vp Small-cap Growth 4,559 1.15 40 -7.14
2025-05-29 NP TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 0 -100.00 0 -100.00
2025-08-04 13F Hantz Financial Services, Inc. 3,008 951.75 0
2025-07-28 13F New York State Teachers Retirement System 262,740 0.04 2 0.00
2025-08-12 13F SRS Capital Advisors, Inc. 512 5
2025-08-13 13F Northwestern Mutual Wealth Management Co 27 0
2025-07-09 13F Massmutual Trust Co Fsb/adv 554 259.74 5 300.00
2025-06-24 NP FREEX - Franklin Real Estate Securities Fund Class A 219,068 66.81 1,827 22.86
2025-05-19 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Real Estate Fund Standard Class 109,519 11.19 1,031 -11.66
2025-07-25 NP SCHH - Schwab U.S. REIT ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,230,522 6.72 11,025 -8.76
2025-08-14 13F Mml Investors Services, Llc 11,493 0
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 10,716 6.75 93 -1.06
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 28,638 21.58 239 -10.53
2025-08-15 13F Great West Life Assurance Co /can/ 452,954 4.48 4 -25.00
2025-08-12 13F Picton Mahoney Asset Management 65,542 1
2025-06-25 NP FREL - Fidelity MSCI Real Estate 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 147,810 5.94 1,233 -22.03
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 245,503 12.92 2,200 -3.47
2025-08-14 13F Nissay Asset Management Corp /japan/ /adv 34,614 3.74 300 -4.15
2025-06-26 NP IRET - iREIT(R) - MarketVector Quality REIT Index ETF 14,886 124
2025-08-14 13F Ameriprise Financial Inc 1,309,916 0.15 11,371 -7.63
2025-07-25 NP FNDB - Schwab Fundamental U.S. Broad Market Index ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,547 2.06 59 -13.43
2025-08-27 NP RYHRX - Real Estate Fund Class H 972 2.64 8 0.00
2025-07-25 NP SCHB - Schwab U.S. Broad Market ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 117,989 0.17 1,057 -14.34
2025-08-29 NP MFUS - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 2,100 8.70 18 0.00
2025-06-27 NP PREAX - PACE Global Real Estate Securities Investments Class A 41,756 44.32 348 6.42
2025-08-13 13F Arizona State Retirement System 55,782 1.89 484 -6.02
2025-08-14 13F Twinbeech Capital Lp 47,876 416
2025-08-26 NP JPSV - JPMorgan Active Small Cap Value ETF 14,289 16.27 124 7.83
2025-08-14 13F Price T Rowe Associates Inc /md/ 155,770 12.56 1 0.00
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 317,589 460.70 2,757 417.07
2025-08-14 13F Voloridge Investment Management, Llc 109,475 950
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 39,211 16.98 327 -13.72
2025-08-11 13F Bell Investment Advisors, Inc 60 1
2025-08-13 13F Russell Investments Group, Ltd. 106,739 53.76 926 41.81
2025-06-26 NP REET - iShares Global REIT 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 490,912 2.36 4,094 -24.65
2025-08-14 13F Verition Fund Management LLC 106,102 921
2025-08-01 13F Belvedere Trading LLC 14,164 123
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 1,008,438 8.20 9,036 -7.49
2025-08-04 13F Assetmark, Inc 3,635 210.42 32 181.82
2025-08-26 NP Griffin Institutional Access Real Estate Fund 396,500 66.72 3,442 53.82
2025-08-05 13F Bank of New York Mellon Corp 1,681,025 2.71 14,591 -5.25
2025-06-25 NP WHGAX - Westwood Quality SmallCap Fund A Class Shares 1,037,278 20.87 8,651 -11.04
2025-07-17 13F Janney Montgomery Scott LLC 20,912 8.80 0
2025-08-12 13F Public Sector Pension Investment Board 677,914 6.41 5,884 -1.85
2025-06-27 NP RSSL - Global X Russell 2000 ETF 121,959 5.24 1,017 -22.48
2025-05-22 NP ROSC - Hartford Multifactor Small Cap ETF 17,110 83.96 161 46.36
2025-05-15 NP BYRE - Principal Real Estate Active Opportunities ETF 23,494 10.51 221 -11.95
2025-08-12 13F American Century Companies Inc 89,092 0.72 773 -7.09
2025-07-16 13F State of Alaska, Department of Revenue 211,874 1.52 2 0.00
2025-06-26 NP FZIPX - Fidelity ZERO Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 60,622 2.65 506 -24.51
2025-06-24 NP SFSNX - Schwab Fundamental US Small Company Index Fund Institutional Shares This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 184,691 1.47 1,540 -25.32
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 39,923 1.82 347 -5.98
2025-08-14 13F Legato Capital Management LLC 309,441 0.51 2,686 -7.32
2025-08-14 13F Tudor Investment Corp Et Al 1,023,146 595.15 8,881 541.62
2025-08-13 13F ExodusPoint Capital Management, LP 288,331 3
2025-08-13 13F Mackenzie Financial Corp 14,390 2.76 125 -5.34
Other Listings
US:SHO US$ 9.56
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