MX:PATH / UiPath Inc. - Kepemilikan Institusional - Pembeli

UiPath Inc.
MX ˙ BMV ˙ US90364P1057
Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di UiPath Inc. meliputi PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I, Glenmede Investment Management, LP, VFVA - Vanguard U.S. Value Factor ETF ETF Shares, Chase Investment Counsel Corp, CWM Advisors, LLC, Symphony Financial, Ltd. Co., Campbell & CO Investment Adviser LLC, Hillsdale Investment Management Inc., Inceptionr Llc, Brighton Jones Llc, Callan Family Office, LLC, Orion Portfolio Solutions, LLC, Krilogy Financial LLC, WSML - iShares MSCI World Small-Cap ETF, Patriot Financial Group Insurance Agency, LLC, Picton Mahoney Asset Management, denkapparat Operations GmbH, LIVR - Intelligent Livermore ETF, Kaufman Rossin Wealth, LLC, dan PharVision Advisers, 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 Colonial Trust Advisors 500 150.00 6 200.00
2025-08-29 NP LIVR - Intelligent Livermore ETF 18,077 231
2025-08-11 13F Empowered Funds, LLC 28,571 164.55 366 228.83
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 72,089 10.20 861 -7.53
2025-08-29 NP STXG - Strive 1000 Growth ETF 1,176 4.63 15 36.36
2025-07-23 13F Sachetta, LLC 240 410.64 3
2025-08-11 13F TD Waterhouse Canada Inc. 3,530 5.06 45 25.71
2025-07-23 13F Trifecta Capital Advisors, LLC 13,100 168
2025-07-17 13F Poinciana Advisors Group, Llc 12,574 161
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 126,577 1.55 1,511 -14.73
2025-07-25 NP SCHX - Schwab U.S. Large-Cap 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 424,219 2.70 5,646 11.14
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 125,113 5.99 1,494 -11.03
2025-08-13 13F Natixis 1,120,365 14,341
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 2,203 31.44 26 13.04
2025-08-12 13F CIBC Private Wealth Group, LLC 381 12.06 5 33.33
2025-07-25 13F NorthRock Partners, LLC 10,941 140
2025-08-13 13F Russell Investments Group, Ltd. 1,445,644 7.28 18,448 31.03
2025-07-14 13F GAMMA Investing LLC 2,989 47.97 38 90.00
2025-07-23 13F Bear Mountain Capital, Inc. 200 1.01 3 0.00
2025-08-26 NP ARTY - iShares Robotics and Artificial Intelligence Multisector ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,610,217 20.29 20,611 49.48
2025-05-22 NP HQGO - Hartford US Quality Growth ETF 2,664 27
2025-08-14 13F Millennium Management Llc 1,632,660 91.37 20,898 137.83
2025-05-28 NP PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 14,602 0.34 150 -18.48
2025-07-15 13F Td Private Client Wealth Llc 53 1
2025-07-28 13F RFG Advisory, LLC 163,870 11.30 2,098 38.32
2025-08-14 13F CoreCap Advisors, LLC 468 113.70 6 150.00
2025-08-27 13F/A Squarepoint Ops LLC 240,678 121.79 3,081 175.74
2025-08-27 13F/A Squarepoint Ops LLC Call 187,400 0.81 2,399 25.29
2025-07-28 NP EQAL - Invesco Russell 1000 Equal Weight 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 40,143 35.51 534 46.70
2025-07-10 13F Kozak & Associates, Inc. 0 0
2025-08-14 13F Treasurer of the State of North Carolina 203,467 4.24 3 0.00
2025-07-25 13F Cwm, Llc 312,073 96.17 4 200.00
2025-08-14 13F Css Llc/il Call 10,800 138
2025-08-27 NP WISE - Themes Generative Artificial Intelligence ETF 60,712 0.41 777 24.92
2025-07-30 13F Bogart Wealth, LLC 350 75.00 4 100.00
2025-08-13 13F Vinva Investment Management Ltd 26,275 51.52 512 74.15
2025-07-10 13F Exchange Traded Concepts, Llc 9 0
2025-08-07 13F Meeder Advisory Services, Inc. 15,398 50.47 197 87.62
2025-08-14 13F Pingora Partners LLC 15,700 380.12 201 506.06
2025-08-19 13F MRP Capital Investments, LLC 52,800 560.00 676 723.17
2025-08-26 NP IRMAX - Voya RussellTM Mid Cap Index Portfolio Class ADV 35,577 3.90 455 29.26
2025-08-26 NP GVIZX - Value Equity Index Fund Investor 5,051 516.73 65 700.00
2025-07-29 NP VFVA - Vanguard U.S. Value Factor ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 128,361 1,708
2025-08-14 13F Full Sail Capital, LLC 13,186 169
2025-07-22 13F HFM Investment Advisors, LLC 12 0
2025-07-18 13F Robeco Institutional Asset Management B.V. 16,263 208
2025-08-14 13F Occudo Quantitative Strategies Lp 12,730 163
2025-08-13 13F Guggenheim Capital Llc 63,580 80.83 814 124.59
2025-08-14 13F Bridgefront Capital, LLC 117,138 1,499
2025-08-14 13F Prelude Capital Management, Llc 16,734 214
2025-07-25 NP SCHM - Schwab U.S. Mid-Cap 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 1,126,596 2.76 14,995 11.20
2025-08-14 13F Jain Global LLC 140,966 901.75 1,804 1,152.78
2025-08-20 NP QCFIX - AQR CVX Fusion Fund Class I 184 2
2025-04-16 13F Compagnie Lombard Odier SCmA 0 0
2025-07-09 13F Krilogy Financial LLC 25,492 326
2025-07-22 13F Bay Harbor Wealth Management, LLC 2 0
2025-08-08 13F SG Americas Securities, LLC 86,708 534.71 1
2025-08-05 13F NewSquare Capital LLC 537 57.94 7 100.00
2025-08-13 13F Healthcare Of Ontario Pension Plan Trust Fund 2,000,000 715.33 25,600 913.46
2025-07-24 13F Callan Family Office, LLC 25,963 332
2025-08-07 13F Campbell & CO Investment Adviser LLC 65,825 843
2025-08-14 13F Polygon Management Ltd. 13,722,244 53.32 175,645 90.53
2025-08-13 13F Arrowstreet Capital, Limited Partnership 2,350,063 1,423.92 30,081 1,794.21
2025-08-14 13F Man Group plc 1,128,402 492.47 14,444 636.51
2025-07-10 13F Family Legacy Financial Solutions, LLC 950 12
2025-08-08 13F Hartland & Co., LLC 13,334 17.27 171 45.30
2025-08-12 13F Real Talk Capital, LLC 12,567 7.81 161 33.33
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 504,600 67.79 6,716 81.61
2025-07-24 13F Capital Advisors, Ltd. LLC 801 452.41 0
2025-07-24 13F CWM Advisors, LLC 69,597 891
2025-08-13 13F Rsm Us Wealth Management Llc 25,252 110.38 323 162.60
2025-08-26 NP EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 28,631 520.66 366 678.72
2025-06-26 NP DFSTX - U.s. Small Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,153,275 0.64 13,770 -15.49
2025-08-14 13F Laurion Capital Management LP 12,500 160
2025-08-13 13F Walleye Trading LLC Put 427,800 43.61 5,476 78.46
2025-08-13 13F Walleye Trading LLC 124,563 41.65 1,594 76.13
2025-08-13 13F State Board Of Administration Of Florida Retirement System 313,946 0.38 4,019 24.74
2025-08-08 13F Avantax Advisory Services, Inc. 10,911 3.85 140 28.70
2025-08-11 13F Anfield Capital Management, LLC 102 1
2025-05-28 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 6,742 69
2025-08-13 13F Invesco Ltd. 505,220 11.07 6,467 38.04
2025-08-25 13F/A Neuberger Berman Group LLC 2,495,934 0.56 31,941 24.69
2025-08-13 13F Federated Hermes, Inc. 8,048,321 40.70 103,019 74.86
2025-08-26 NP GFSYX - Strategic Alternatives Fund Institutional 424 423.46
2025-08-14 13F Coastal Bridge Advisors, LLC 10,344 132
2025-07-22 NP GUSA - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 14,535 8.32 193 16.97
2025-07-15 13F Fortitude Family Office, LLC 510 507.14 7
2025-08-12 13F MAI Capital Management 984 16.86 13 50.00
2025-08-12 13F Advisors Asset Management, Inc. 71,029 2.34 909 27.31
2025-07-17 13F Washington Capital Management Inc 50,000 19.05 640 48.15
2025-08-12 13F Proequities, Inc. Put 0 0
2025-06-26 NP FHOFX - Fidelity Series Large 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 24,434 26.90 292 6.59
2025-08-12 13F Proequities, Inc. 0 0
2025-07-21 13F 111 Capital 13,025 167
2025-06-24 NP JQUA - JPMorgan U.S. Quality Factor ETF 523,035 2.27 6,245 -14.12
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 22,008 5.20 263 -11.78
2025-08-13 13F Bank Of Nova Scotia 700,000 84.55 8,960 129.39
2025-08-14 13F Axa S.a. 333,880 25.52 4,274 56.01
2025-06-25 NP RECS - Columbia Research Enhanced Core ETF 29,500 46.78 352 23.51
2025-08-05 13F Prosperity Wealth Management, Inc. 21,200 271
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 80,324 7.37 1,028 28.66
2025-08-12 13F LPL Financial LLC 230,398 12.35 2,949 39.63
2025-08-04 13F Spire Wealth Management 35,477 37.16 454 70.68
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 32,438 9.24 432 18.08
2025-08-14 13F Royal Bank Of Canada 934,458 563.80 11,961 724.90
2025-08-14 13F State Street Corp 8,032,345 4.95 102,814 30.42
2025-07-30 13F DekaBank Deutsche Girozentrale 46,226 23.15 1
2025-08-08 13F Atlantic Trust, LLC 1,765 179.27 23 266.67
2025-08-11 13F Principal Securities, Inc. 4,360 183.67 56 189.47
2025-08-13 13F Amundi 2,876,770 327.98 36,966 436.05
2025-07-29 NP CLSE - Convergence Long/Short Equity ETF Short -69,930 -29.17 -931 -23.39
2025-08-13 13F Lauer Wealth, LLC 91,850 675.11 223 58.57
2025-08-18 13F Wolverine Trading, Llc Put 198,700 13.15 2,529 34.74
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 70,757 943.15 906 1,211.59
2025-08-13 13F Mount Yale Investment Advisors, LLC 1,054 13
2025-08-18 13F Wolverine Trading, Llc 57,950 9.66 738 30.67
2025-08-18 13F Wolverine Trading, Llc Call 470,200 8.07 5,986 28.68
2025-06-26 NP PDAVX - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 9,741 26.21 116 24.73
2025-04-22 NP VYMYX - Voya Mid Cap Research Enhanced Index Fund Class W 6,182 76
2025-08-14 13F Federation des caisses Desjardins du Quebec 271,556 2.45 3,476 27.29
2025-07-23 13F Allegiance Financial Group Advisory Services LLC 11,006 141
2025-08-20 NP QMHIX - AQR Managed Futures Strategy HV Fund Class I 65,013 459.73 832 465.99
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 164,651 4.87 2,108 30.30
2025-08-27 NP Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 8,379 428.98 107 568.75
2025-08-18 13F/A Nomura Holdings Inc 4,653,172 59,561
2025-05-20 NP BTAL - AGFiQ U.S. Market Neutral Anti-Beta Fund 0 -100.00 0 -100.00
2025-08-14 13F Optimus Prime Fund Management Co., Ltd. 270,000 6.05 3,456 31.81
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 9,617 7.27 123 33.70
2025-07-15 13F SJS Investment Consulting Inc. 14 0
2025-08-14 13F Point72 Asset Management, L.P. Call 133,900 1,714
2025-08-15 13F CI Private Wealth, LLC 53,676 88.07 687 134.47
2025-08-14 13F Price T Rowe Associates Inc /md/ 326,001 4.98 4 33.33
2025-08-08 13F denkapparat Operations GmbH 20,890 267
2025-08-14 13F Sunbelt Securities, Inc. 3,254 1,314.78 41 1,950.00
2025-05-12 13F Prestige Wealth Management Group LLC Call 21
2025-08-14 13F Colony Group, LLC 57,613 31.62 737 63.78
2025-08-18 13F/A National Bank Of Canada /fi/ 3,600,000 51,579.59 46,080 64,801.41
2025-08-14 13F Perbak Capital Partners LLP 27,146 53.12 347 90.66
2025-08-12 13F Global Retirement Partners, LLC 1,909 113.30 24 118.18
2025-07-25 13F waypoint wealth counsel 13,614 174
2025-06-25 NP REVS - Columbia Research Enhanced Value ETF 691 11.63 8 0.00
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 66,964 6.03 891 14.82
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 22,436 6.54 287 32.87
2025-08-05 13F Plato Investment Management Ltd 693 9
2025-06-24 NP SWLGX - Schwab U.S. Large-Cap Growth 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 42,530 3.39 508 -13.18
2025-08-12 13F Inceptionr Llc 56,120 718
2025-08-13 13F Quadrature Capital Ltd 193,321 180.59 2,475 248.94
2025-08-14 13F Riggs Asset Managment Co. Inc. 136 23.64 2 0.00
2025-08-13 13F EverSource Wealth Advisors, LLC 16,836 571.83 216 760.00
2025-07-25 13F Hemington Wealth Management 102 52.24 0
2025-07-28 NP AVMC - Avantis U.S. Mid Cap Equity ETF 10,511 3.97 140 12.10
2025-08-14 13F Stifel Financial Corp 433,067 4.48 5,543 29.84
2025-08-20 NP AQMIX - AQR Managed Futures Strategy Fund Class I 129,300 165.57 1,655 167.80
2025-08-22 NP QQMNX - Federated Hermes MDT Market Neutral Fund Institutional Shares 98,260 59.28 1,258 97.95
2025-08-25 NP FAI - First Trust Bloomberg Artificial Intelligence ETF 2,410 35.77 31 66.67
2025-08-04 13F Strs Ohio 85,617 1,096
2025-08-12 13F Dimensional Fund Advisors Lp 4,856,440 35.85 62,160 68.77
2025-08-13 13F Norges Bank 5,347,723 68,451
2025-07-24 NP ESML - iShares ESG MSCI USA Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 175,295 0.70 2,333 8.97
2025-08-26 NP NXTI - Simplify Next Intangible Core Index ETF 133 2
2025-08-14 13F Headlands Technologies LLC 17,252 221
2025-08-14 13F GWM Advisors LLC 15,972 521.00 204 684.62
2025-07-23 13F Klp Kapitalforvaltning As 88,600 10.89 1,134 37.96
2025-08-08 13F Jupiter Asset Management Ltd 916,061 544.31 11,726 700.89
2025-08-06 13F Fox Run Management, L.l.c. 39,525 506
2025-08-14 13F Voloridge Investment Management, Llc 6,012,543 31.27 76,961 63.13
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 2,215 23
2025-08-13 13F California Public Employees Retirement System 723,466 37.31 9,260 70.63
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 93,285 0.58 1,242 8.86
2025-08-08 13F Creative Planning 80,623 11.72 1,032 38.76
2025-07-11 13F/A Umb Bank N A/mo 23,026 0.11 295 24.58
2025-08-27 NP VTMFX - Vanguard Tax-Managed Balanced Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 20,668 688,833.33 265
2025-08-20 NP QHFRX - AQR MS Fusion HV Fund Class R6 1,818 23
2025-08-14 13F Peak6 Llc Put 1,473,500 124.24 18,861 178.66
2025-07-11 13F Kaufman Rossin Wealth, LLC 15,243 195
2025-07-31 13F Buckingham Strategic Partners 54,905 135.63 703 192.50
2025-08-14 13F Peak6 Llc 11,128 142
2025-07-29 NP VITAX - Vanguard Information Technology Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7,797,597 1.93 103,786 10.30
2025-08-20 NP QMFNX - AQR MS Fusion Fund Class N 1,643 21
2025-08-12 13F Steward Partners Investment Advisory, Llc 5,860 0.15 75 25.00
2025-08-14 13F Kovitz Investment Group Partners, LLC 14,625 187
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio 269,424 0.98 3,449 25.47
2025-05-15 13F/A Orion Portfolio Solutions, LLC 25,659 264
2025-07-31 13F CVA Family Office, LLC 96 95.92 1
2025-08-14 13F Brevan Howard Capital Management LP 358,446 4,588
2025-08-14 13F Capstone Investment Advisors, Llc 21,676 277
2025-08-14 13F Wells Fargo & Company/mn 916,188 59.94 11,727 98.80
2025-08-14 13F Quarry LP 12,612 621.92 161 847.06
2025-08-11 13F Citigroup Inc 4,353,267 1,161.31 55,722 1,467.84
2025-05-14 13F Credit Agricole S A 18,738 152.77 193 105.32
2025-08-05 13F Corton Capital Inc. 11,429 146
2025-08-12 13F Waddell & Associates, Llc 11,264 144
2025-08-13 13F Walleye Capital LLC 481,802 47.11 6,167 82.83
2025-08-13 13F Walleye Capital LLC Call 164,500 110.09 2,106 161.17
2025-06-26 NP JHSC - John Hancock Multifactor Small Cap ETF 210 3
2025-07-09 13F Massmutual Trust Co Fsb/adv 1,768 247.35 23 340.00
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 21,495 275
2025-07-14 13F AdvisorNet Financial, Inc 2,476 320.37 32 416.67
2025-07-08 13F Parallel Advisors, LLC 77,363 0.95 990 25.48
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 4,263 0
2025-08-12 13F Dynamic Technology Lab Private Ltd 115,813 1,482
2025-07-14 13F UMA Financial Services, Inc. 86 1
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 101,200 6.66 1,295 32.55
2025-08-07 13F Evoke Wealth, Llc 15,036 192
2025-08-14 13F/A Rockefeller Capital Management L.P. 123,329 0.84 1,579 25.34
2025-07-30 13F D.a. Davidson & Co. 607,616 0.13 7,777 24.43
2025-08-12 13F O'shaughnessy Asset Management, Llc 17,755 12.80 227 40.12
2025-08-26 NP EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 35,789 552.85 458 717.86
2025-08-14 13F/A Skopos Labs, Inc. 6,514 44.50 83 80.43
2025-08-14 13F Quantitative Investment Management, LLC 10,410 0
2025-05-27 NP FMDGX - Fidelity Mid 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 255,256 37.02 2,629 11.07
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 7,666 104.15 98 157.89
2025-08-12 13F Hillsdale Investment Management Inc. 59,900 767
2025-04-18 NP QGRO - American Century STOXX U.S. Quality Growth 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 90,737 27.21 1,116 10.17
2025-08-14 13F Group One Trading, L.p. 79,452 8.21 1,017 34.39
2025-08-28 NP IGM - iShares Expanded Tech Sector 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 188,137 0.59 2,408 25.03
2025-08-22 NP FCLD - Fidelity Cloud Computing ETF 100,488 3.18 1,286 28.22
2025-08-14 13F Group One Trading, L.p. Put 485,800 0.60 6,218 25.04
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 276,936 3.30 3,307 -13.27
2025-08-15 13F Captrust Financial Advisors 92,746 106.44 1,187 156.93
2025-07-31 13F Wealthfront Advisers Llc 31,737 1.55 406 26.48
2025-08-14 13F Aster Capital Management (DIFC) Ltd 8,634 111
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 33 0
2025-08-14 13F Schonfeld Strategic Advisors LLC 14,935 191
2025-07-22 NP GGUS - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 5,030 6.70 67 15.79
2025-08-15 13F Morgan Stanley 5,437,786 8.53 69,604 34.87
2025-07-23 NP CFSLX - Column Small Cap Fund 26,341 5.41 351 14.01
2025-08-15 13F Great West Life Assurance Co /can/ 1,732,925 0.81 22 29.41
2025-08-26 NP EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 13,409 560.22 172 755.00
2025-07-25 NP SCHG - Schwab U.S. Large-Cap Growth 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 688,058 12.85 9,158 22.12
2025-08-08 13F Advyzon Investment Management, LLC 18,973 7.69 243 33.70
2025-08-14 13F Sciencast Management LP 95,475 1,222
2025-08-14 13F Citadel Advisors Llc 953,761 19.55 12,208 48.59
2025-08-11 13F Martingale Asset Management L P 74,227 950
2025-08-04 13F Creative Financial Designs Inc /adv 14 250.00 0
2025-08-06 13F Ing Groep Nv 1,300,000 16,640
2025-08-04 13F Assetmark, Inc 371 5
2025-08-14 13F D. E. Shaw & Co., Inc. Call 14,800 189
2025-08-14 13F D. E. Shaw & Co., Inc. Put 66,600 11.00 852 37.86
2025-08-13 13F ExodusPoint Capital Management, LP 514,085 304.41 7 500.00
2025-08-11 13F HighTower Advisors, LLC 46,497 3.89 595 29.35
2025-08-14 13F D. E. Shaw & Co., Inc. 8,358,206 81.17 106,985 125.15
2025-07-28 NP AVLC - Avantis U.S. Large Cap Equity ETF 5,160 39.95 69 51.11
2025-07-30 13F Parcion Private Wealth LLC 11,343 145
2025-05-05 13F Lindbrook Capital, Llc 5,330 187.95 55 134.78
2025-08-14 13F Glenmede Investment Management, LP 851,764 10,903
2025-08-28 NP BUYO - KraneShares Man Buyout Beta Index ETF 6,116 16.87 78 47.17
2025-06-30 NP PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 121,799 74.98 1,454 47.02
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 12,117 670.80 155 868.75
2025-07-24 13F IFP Advisors, Inc 3,283 507.96 42 740.00
2025-08-18 NP PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P 15,440 831.24 198 1,058.82
2025-08-27 NP BBVLX - Bridge Builder Large Cap Value Fund 18,685 660.48 239 856.00
2025-06-25 NP RILA - Indexperts Gorilla Aggressive Growth ETF 1,548 128.32 18 100.00
2025-08-27 NP JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A) 577,002 49.61 7,386 85.93
2025-08-29 NP EZM - WisdomTree U.S. MidCap Fund N/A 72,975 1.33 934 26.05
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 1,530,123 6.28 19,586 32.07
2025-08-08 13F SBI Securities Co., Ltd. 25,537 11.91 327 38.72
2025-08-14 13F Lazard Asset Management Llc 16,053 53.79 0
2025-08-12 13F Jpmorgan Chase & Co 2,852,410 98.77 36,511 147.01
2025-07-30 NP MSS Series Trust - One Rock Fund 13,500 8.87 180 -39.12
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 1,475,639 9.66 17,619 -7.92
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 229,471 85.30 3,050 139.14
2025-08-14 13F Jane Street Group, Llc Put 1,714,500 4.52 21,946 29.89
2025-08-14 13F Jane Street Group, Llc 2,467,026 207.19 31,578 281.78
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 242,123 0.16 3,223 8.38
2025-07-31 13F Brighton Jones Llc 54,539 698
2025-08-13 13F PharVision Advisers, LLC 15,122 194
2025-08-08 13F Larson Financial Group LLC 980 279.84 13 500.00
2025-08-28 NP SPGIX - Simt Large Cap Growth Fund Class I 120,455 5.65 1,542 31.26
2025-06-26 NP FSPGX - Fidelity Large 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 434,945 8.35 5,193 -9.02
2025-08-14 13F Nebula Research & Development LLC 52,901 5.96 677 31.71
2025-05-27 NP AZBAX - AllianzGI Small-Cap Fund Class A 13,115 4.09 135 -15.62
2025-08-14 13F Gotham Asset Management, LLC 354,745 115.90 4,541 168.32
2025-08-13 13F Truvestments Capital Llc 1 0
2025-07-25 NP SCHK - Schwab 1000 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 31,899 2.76 425 11.29
2025-07-30 NP BOTZ - Global X Robotics & Artificial Intelligence ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,122,596 3.76 68,182 12.28
2025-05-23 NP PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 1,352 4.40 14 -18.75
2025-08-29 NP STXM - Strive Mid-Cap ETF 1,959 6.53 25 38.89
2025-08-14 13F Integrated Wealth Concepts LLC 44,603 571
2025-08-14 13F Mercer Global Advisors Inc /adv 59,447 106.81 761 156.76
2025-08-07 13F HighPoint Advisor Group LLC 21,830 1.65 279 10.28
2025-08-26 NP IWS - iShares Russell Mid-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 638,883 553.59 8,178 712.82
2025-03-28 NP MSSCX - AMG Frontier Small Cap Growth Fund Class I 12,221 281.67 174 343.59
2025-08-14 13F UBS Group AG Call 334,802 35.99 4,285 69.03
2025-08-14 13F UBS Group AG 36,777,224 438.66 470,748 569.40
2025-08-14 13F DRW Securities, LLC 31,907 408
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 18,936 1.87 226 -14.39
2025-07-29 NP PTL - Inspire 500 ETF 12,669 17.08 169 26.32
2025-08-14 13F Verition Fund Management LLC 335,270 29.62 4,291 61.07
2025-08-14 13F CIBC World Markets Inc. 26,980 345
2025-03-31 NP BIVIX - Invenomic Fund Institutional Class shares 381,221 60.02 5,421 84.10
2025-08-14 13F Sei Investments Co 461,664 37.10 5,909 70.39
2025-08-08 13F/A Sterling Capital Management LLC 28,994 531.40 371 689.36
2025-07-09 13F Sivia Capital Partners, LLC 13,196 169
2025-08-14 13F Quantinno Capital Management LP 56,300 67.39 721 108.09
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 194,005 0.89 2,316 -15.29
2025-08-20 NP QLFIX - AQR LSE Fusion Fund Class I 1,066 14
2025-08-14 13F Canada Pension Plan Investment Board 4,021,200 122.26 51,471 176.22
2025-07-28 13F Bayforest Capital Ltd 4,143 852.41 53 1,225.00
2025-08-04 13F Hantz Financial Services, Inc. 2,350 2.89 0
2025-08-27 13F/A Brinker Capital Investments, LLC 28,862 12.48 369 39.77
2025-08-12 13F Legal & General Group Plc 636,879 0.36 8,152 24.72
2025-08-14 13F Aqr Capital Management Llc 11,407,569 76.01 145,732 119.15
2025-08-13 13F Cerity Partners LLC 309,234 27.31 3,958 58.26
2025-07-21 13F Ameritas Advisory Services, LLC 853 11
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 2,325,184 0.57 30,948 8.83
2025-06-05 NP GWILX - Women in Leadership U.S. Equity Portfolio 8,455 101
2025-07-31 13F SoundView Advisors Inc. 120,649 34.95 2
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 3,124 671.36 40 875.00
2025-07-21 13F Cromwell Holdings LLC 48 1
2025-08-08 13F Oak Thistle LLC 80,964 1,036
2025-08-06 13F Atlantic Union Bankshares Corp 220 3
2025-07-07 13F Versant Capital Management, Inc 3,803 28.39 49 60.00
2025-06-27 NP AIBU - Direxion Daily AI and Big Data Bull 2X Shares 5,485 96.31 65 66.67
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 190,218 9.66 2,532 18.66
2025-08-05 13F Chase Investment Counsel Corp 81,219 1
2025-08-12 13F Aigen Investment Management, Lp 61,272 784
2025-08-06 13F Rialto Wealth Management, LLC 9 0
2025-08-20 NP RUSC - U.S. Small Cap Equity Active ETF 3,576 46
2025-08-14 13F Balyasny Asset Management Llc Put 356,800 375.73 4,567 491.58
2025-07-16 13F/A CX Institutional 5,014 43.30 0
2025-08-14 13F BW Gestao de Investimentos Ltda. 1,092,150 2.29 13,980 27.12
2025-08-14 13F Balyasny Asset Management Llc Call 375,700 4,809
2025-08-14 13F California State Teachers Retirement System 390,151 0.13 4,994 24.42
2025-07-14 13F Armstrong Advisory Group, Inc 79 1
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 6,183,619 0.84 79,150 25.31
2025-08-14 13F Bayesian Capital Management, LP 144,500 120.61 1,850 174.33
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 264,965 3,392
2025-07-18 13F Truist Financial Corp 38,323 14.51 491 42.44
2025-08-05 13F Simplex Trading, Llc 75,673 51.89 1
2025-08-14 13F Cantor Fitzgerald, L. P. 26,094 334
2025-08-14 13F Macquarie Group Ltd 4,604,227 58,934
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 20,335 2.16 243 -14.49
2025-08-08 13F Crossmark Global Holdings, Inc. 187,444 2,399
2025-08-19 13F Marex Group plc 13,050 167
2025-06-30 NP VEXPX - VANGUARD EXPLORER FUND Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 837,192 32.72 9,996 11.45
2025-09-03 13F American Trust 11,590 148
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 165,466 3.97 2,118 29.16
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 79,086 12.79 1,053 22.04
2025-07-08 13F Juncture Wealth Strategies, Llc 11,334 145
2025-08-14 13F Teza Capital Management LLC 10,199 131
2025-08-07 13F Acadian Asset Management Llc 6,432,985 51.68 82 90.70
2025-08-12 13F Stevens Capital Management Lp 10,710 0
2025-08-18 NP PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I 1,249,496 15,994
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 58,825 9.97 702 -7.63
2025-08-12 13F Ci Investments Inc. 2,182 36.63 0
2025-07-31 13F Quest Partners LLC 42,847 863.94 548 1,117.78
2025-08-18 13F/A Kestra Investment Management, LLC 54,438 23.82 697 53.98
2025-07-29 NP VRGWX - Vanguard Russell 1000 Growth 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 453,183 5.90 6,032 14.59
2025-05-15 13F Glenmede Trust Co Na 1,683,956 17.69 17,345 -4.62
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I 24,419 313
2025-08-28 NP SPGM - SPDR(R) Portfolio MSCI Global Stock Market ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,442 2.96 44 29.41
2025-05-27 NP IWP - iShares Russell Mid-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 2,175,089 3.05 22,403 -16.49
2025-08-08 13F IMA Wealth, Inc. 13 0
2025-08-29 13F Evolution Wealth Management Inc. 809 10
2025-08-12 13F Prudential Financial Inc 34,029 90.06 436 136.41
2025-08-14 13F Ieq Capital, Llc 1,992,714 10.66 25,507 37.52
2025-07-22 13F Merit Financial Group, LLC 75,232 16.37 963 44.66
2025-08-12 13F Picton Mahoney Asset Management 21,490 0
2025-08-28 NP ONEO - SPDR Russell 1000 Momentum 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 5,339 876.05 68 1,260.00
2025-05-23 NP IWF - iShares Russell 1000 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 1,385,132 0.62 14,267 -18.46
2025-03-28 NP JMNAX - JPMorgan Research Market Neutral Fund Class A 0 -100.00 0 -100.00
2025-08-04 13F Capital Performance Advisors Llp 10,811 138
2025-08-08 13F Mv Capital Management, Inc. 64 60.00 1
2025-07-29 13F Chicago Partners Investment Group LLC 17,212 217
2025-08-05 13F Wakefield Asset Management LLLP 98,536 15.55 1,261 43.62
2025-08-14 13F Boothbay Fund Management, Llc 20,944 268
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 10,235 131
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 19,500 12.12 233 -6.07
2025-08-08 13F Pnc Financial Services Group, Inc. 17,473 5.32 224 31.18
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2 9,726 611.49 124 785.71
2025-07-09 13F Pallas Capital Advisors LLC 105,834 24.84 1,355 55.10
2025-08-29 13F Total Investment Management Inc 8,450 108
2025-08-26 NP IWD - iShares Russell 1000 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 968,513 519.06 12,397 669.46
2025-08-14 13F Ubs Asset Management Americas Inc 1,844,430 24.82 23,609 55.11
2025-08-13 13F Arizona State Retirement System 124,510 3.24 1,594 28.26
2025-08-20 NP QLEIX - AQR Long-Short Equity Fund Class I 514,273 666.93 6,583 853.91
2025-07-23 NP CFSSX - Column Small Cap Select Fund 151,835 13.68 2,021 23.02
2025-08-26 NP TRMNX - T. Rowe Price Mid-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 25,066 0.57 321 25.00
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 603,967 6.27 8,039 14.99
2025-08-13 13F Bridgewater Associates, LP 2,398,268 2.52 30,698 27.40
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 723,832 7.76 8,643 -9.52
2025-08-11 13F Symphony Financial, Ltd. Co. 68,019 871
2025-06-26 NP JHMM - John Hancock Multifactor Mid Cap ETF 145,465 1.06 1,737 -15.15
2025-08-13 13F JT Stratford LLC 70,424 11.08 901 38.19
2025-08-07 13F Allworth Financial LP 8,266 45.76 106 64.06
2025-06-24 NP FGSAX - Federated MDT Mid Cap Growth Fund Class A Shares This fund is a listed as child fund of Federated Hermes, 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 4,230,834 205.58 50,516 156.60
2025-08-01 13F Teacher Retirement System Of Texas 83,275 6.10 1,066 31.81
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 42,961 76.63 513 48.41
2025-08-18 13F/A Hudson Bay Capital Management LP 8,012,400 102,559
2025-07-28 NP VCULX - Growth Fund 5,388 72
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 24,934 332
2025-08-14 13F Bnp Paribas Arbitrage, Sa 923,790 244.11 11,825 327.63
2025-08-13 13F HAP Trading, LLC Put 10,700 11
2025-08-14 13F Bnp Paribas Arbitrage, Sa Put 2,000 2,560
2025-05-27 NP MFADX - Cromwell Marketfield L/S Fund Investor Class Short -17,108 -176
2025-08-14 13F Mariner, LLC 116,565 184.92 1,492 254.39
2025-08-13 13F Centiva Capital, LP 61,118 782
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 70,535 15.91 842 -2.66
Other Listings
DE:9UV € 9.50
US:PATH US$ 11.49
IT:1PATH € 9.53
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