AGM / Federal Agricultural Mortgage Corporation - Kepemilikan Institusional - Pembeli

Federal Agricultural Mortgage Corporation
US ˙ NYSE ˙ US3131483063

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Federal Agricultural Mortgage Corporation meliputi CSM Advisors, LLC, MOPCX - NYLI WMC Small Companies Fund Class C, KGDAX - DWS Global Small Cap Fund Class A, DEUTSCHE DWS VARIABLE SERIES I - DWS Global Small Cap VIP Class A, R Squared Ltd, Bradley Foster & Sargent Inc/ct, North Star Asset Management Inc, Merit Financial Group, LLC, Callan Family Office, LLC, New Age Alpha Advisors, LLC, New Age Alpha Funds Trust - NAA Opportunity Fund Class C, GAFCX - Virtus AlphaSimplex Global Alternatives Fund Class C, Group One Trading, L.p., WSML - iShares MSCI World Small-Cap ETF, RUSC - U.S. Small Cap Equity Active ETF, QSML - WisdomTree U.S. SmallCap Quality Growth Fund, Group One Trading, L.p., Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF, BNP Paribas Asset Management Holding S.A., dan Aster Capital Management (DIFC) Ltd .

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
(%)
2025-08-14 13F Dark Forest Capital Management Lp 13,605 103.39 2,643 110.77
2025-08-29 NP BSVO - EA Bridgeway Omni Small-Cap Value ETF 34,910 1.86 6,782 5.54
2025-08-28 NP TPSC - Timothy Plan US Small Cap Core ETF 2,915 28.70 566 33.49
2025-08-14 13F California State Teachers Retirement System 8,640 1.49 1,679 5.14
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-14 13F Fmr Llc 628,250 1.39 122,056 5.05
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Proequities, Inc. 0 0
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 4,316 3.68 839 7.44
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 1,368 4.51 240 -7.36
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 483 5.92 94 9.41
2025-08-14 13F UBS Group AG 37,345 54.59 7,255 60.19
2025-08-15 13F Captrust Financial Advisors 295,353 6.20 57,381 10.03
2025-08-08 13F Pnc Financial Services Group, Inc. 426 3.65 83 6.49
2025-07-08 13F Webster Bank, N. A. 14 3
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 2,533 5.23 492 9.09
2025-08-29 NP VELA Funds - VELA Income Opportunities Fund Class A 2,699 7.40 524 11.25
2025-06-26 NP TMAAX - Thrivent Moderately Aggressive Allocation Fund Class A 7,374 4.27 1,293 -7.58
2025-08-14 13F Bnp Paribas Arbitrage, Sa 3,595 15.37 698 19.52
2025-08-29 NP QSML - WisdomTree U.S. SmallCap Quality Growth Fund 105 20
2025-08-14 13F Wellington Management Group Llp 173,666 0.63 33,740 4.26
2025-08-14 13F Susquehanna International Group, Llp Put 11,700 44.44 2,273 49.74
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 953 5.07 185 8.82
2025-07-21 13F Hgk Asset Management Inc 4,491 14.68 873 18.80
2025-08-12 13F American Century Companies Inc 263,396 7.71 51,173 11.60
2025-07-31 13F Nisa Investment Advisors, Llc 1,356 19,271.43 263 26,200.00
2025-08-14 13F Quantinno Capital Management LP 2,390 35.10 464 40.18
2025-07-09 13F Byrne Asset Management LLC 277 14.46 54 17.78
2025-08-26 NP GAFCX - Virtus AlphaSimplex Global Alternatives Fund Class C 605 118
2025-08-13 13F Victory Capital Management Inc 4,094 1.79 795 5.44
2025-08-14 13F Citadel Advisors Llc Put 6,900 38.00 1,341 43.01
2025-07-29 13F VELA Investment Management, LLC 15,350 18.24 2,982 22.51
2025-08-06 13F Wedbush Securities Inc 7,361 0.27 1 0.00
2025-08-07 13F CSM Advisors, LLC 30,455 6
2025-08-08 13F SG Americas Securities, LLC 3,784 128.92 1
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 1,338 53.62 235 36.05
2025-08-14 13F Manufacturers Life Insurance Company, The 5,017 5.71 975 9.56
2025-07-30 NP ORR - Militia Long/Short Equity ETF 11,085 95.19 2,066 74.05
2025-07-16 13F Dakota Wealth Management 1,148 223
2025-08-11 13F Empirical Finance, LLC 11,685 31.01 2,270 35.77
2025-08-27 NP TSME - Thrivent Small-Mid Cap ESG ETF 37,862 82.93 7,356 89.51
2025-06-26 NP AABFX - Thrivent Balanced Income Plus Fund Class A 1,418 4.73 249 -7.12
2025-08-11 13F Vanguard Group Inc 582,147 3.44 113,100 7.17
2025-08-12 13F Laurel Wealth Advisors LLC 1,360 19,328.57 0 -100.00
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 2,785 1.68 488 -9.80
2025-08-08 13F Tortoise Investment Management, LLC 5 1
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 146 44.55 27 28.57
2025-06-27 NP CAREX - Domini Sustainable Solutions Fund Investor Shares 2,889 1.37 507 -10.12
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 157 4.67 31 7.14
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 471 6.80 83 -5.75
2025-07-29 NP EBI - Longview Advantage ETF 301 1,484.21 56 1,766.67
2025-08-14 13F Schonfeld Strategic Advisors LLC 6,923 81.23 1,345 87.85
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 2,827 4.47 496 -7.48
2025-08-14 13F Ubs Asset Management Americas Inc 34,516 59.18 6,706 64.94
2025-08-07 13F Allworth Financial LP 129 12,800.00 25
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 112 60.00 20 46.15
2025-09-04 13F/A Advisor Group Holdings, Inc. 804 87.85 157 96.25
2025-08-12 13F Entropy Technologies, LP 1,400 272
2025-06-17 NP MMSMX - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 16,684 16.56 2,925 3.32
2025-07-25 NP PMSAX - Global Multi-Strategy Fund Class A 273 2.63 51 -9.09
2025-08-26 NP Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF 90 17
2025-07-31 13F Quest Partners LLC 3,746 398.80 728 419.29
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 6,250 14.85 1,165 2.46
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 203 4.10 39 8.33
2025-06-11 NP KGDAX - DWS Global Small Cap Fund Class A 5,691 998
2025-08-15 13F Morgan Stanley 100,212 16.27 19,469 20.47
2025-07-24 13F CWM Advisors, LLC 2,004 9.15 389 13.08
2025-08-14 13F/A Barclays Plc 21,299 45.85 4 100.00
2025-07-08 13F Arlington Trust Co LLC 2 0
2025-07-30 13F Whittier Trust Co Of Nevada Inc 98 164.86 19 216.67
2025-08-14 13F Bank Of America Corp /de/ 17,068 56.72 3,316 62.34
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 1,378 6.00 268 9.88
2025-08-14 13F Fiduciary Trust Co 1,248 1.79 242 5.68
2025-08-15 13F Tower Research Capital LLC (TRC) 3,371 262.47 655 275.86
2025-08-13 13F Loomis Sayles & Co L P 191,580 2.04 37,220 106,242.86
2025-07-24 13F Callan Family Office, LLC 1,193 232
2025-07-28 NP AVUV - Avantis U.S. Small Cap Value ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 207,174 6.47 38,621 -5.06
2025-05-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 7,236 2.41 1,357 -2.52
2025-08-14 13F Millennium Management Llc 44,464 50.91 8,638 56.37
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 10,994 3.38 2,136 7.07
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 2,075 4.48 403 8.33
2025-07-07 13F Versant Capital Management, Inc 317 9.69 62 12.96
2025-08-13 13F ExodusPoint Capital Management, LP 9,560 142.21 2
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 14,131 6.94 2,634 -4.63
2025-08-14 13F FIL Ltd 43,403 50.57 8,432 56.00
2025-06-25 NP FYC - First Trust Small 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 10,810 21.82 1,895 7.98
2025-08-05 13F Simplex Trading, Llc Call 1,600 45.45 0
2025-08-14 13F Raymond James Financial Inc 154,517 9.62 30,019 13.57
2025-07-24 13F Applied Capital LLC/FL 6,488 0.42 1,260 4.05
2025-08-18 13F Wolverine Trading, Llc 1,443 285
2025-08-21 NP MXLSX - Great-West Loomis Sayles Small Cap Value Fund Investor Class 27,780 7.82 5,397 11.72
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 484 0.21 94 4.44
2025-07-24 13F IFP Advisors, Inc 3 1
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 4,174 32.21 732 17.15
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 155 21.09 27 8.00
2025-06-26 NP THMAX - Thrivent Moderate Allocation Fund Class A 2,175 4.32 381 -7.52
2025-08-14 13F Man Group plc 3,488 29.86 678 34.59
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 1,813 9.61 352 13.55
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 1,149 26.40 214 12.63
2025-08-14 13F Balyasny Asset Management Llc 10,541 82.28 2,048 88.84
2025-08-14 13F Jane Street Group, Llc 29,247 70.23 5,682 76.40
2025-08-27 NP VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 137,104 1.37 26,637 5.03
2025-07-28 NP HDG - ProShares Hedge Replication ETF 12 9.09 2 0.00
2025-06-26 NP FSSNX - Fidelity Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 91,634 2.43 16,066 -9.20
2025-08-13 13F Arrowstreet Capital, Limited Partnership 4,815 935
2025-08-12 13F CIBC Private Wealth Group, LLC 90 1.12 17 21.43
2025-08-07 13F Parkside Financial Bank & Trust 1,227 14.89 238 19.00
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 48 4.35 9 12.50
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 1,282 4.40 225 -7.44
2025-07-25 13F Sequoia Financial Advisors, LLC 11,896 0.01 2,311 3.63
2025-08-12 13F Cynosure Management, Llc 2,210 31.78 429 36.62
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 1,438 3.08 279 6.90
2025-06-26 NP TCAAX - Thrivent Moderately Conservative Allocation Fund Class A 1,013 4.11 178 -7.81
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,063 5.85 362 -6.23
2025-08-04 13F Assetmark, Inc 17 3
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 5,786 1.83 1,124 5.54
2025-08-22 NP DEUTSCHE DWS VARIABLE SERIES I - DWS Global Small Cap VIP Class A 4,132 803
2025-08-08 13F Geode Capital Management, Llc 223,157 1.62 43,360 5.27
2025-06-26 NP AASMX - Thrivent Small Cap Stock Fund Class A 238,857 0.15 41,879 -11.22
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 887 7.52 156 -4.91
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 646 4.19 126 7.76
2025-08-27 NP VQNPX - Vanguard Growth and Income 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 2,234 15.51 434 19.89
2025-08-14 13F Aster Capital Management (DIFC) Ltd 20 4
2025-08-20 NP RUSC - U.S. Small Cap Equity Active ETF 356 69
2025-07-22 13F Merit Financial Group, LLC 1,202 234
2025-08-12 13F SRS Capital Advisors, Inc. 395 60.57 77 65.22
2025-08-14 13F Price T Rowe Associates Inc /md/ 8,604 10.73 2 0.00
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 425 15.80 79 3.95
2025-08-13 13F Jump Financial, LLC 3,926 47.37 763 52.71
2025-08-14 13F Qube Research & Technologies Ltd 54,913 94.92 10,668 101.97
2025-08-08 13F KBC Group NV 382 105.38 0
2025-06-24 NP MOPCX - NYLI WMC Small Companies Fund Class C 20,301 3,559
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 360 11.80 67 0.00
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 6,874 3.00 1,335 6.71
2025-08-12 13F Legal & General Group Plc 10,565 3.11 2,053 6.82
2025-08-14 13F Smartleaf Asset Management LLC 107 42.67 21 50.00
2025-08-05 13F Bank of New York Mellon Corp 52,345 1.27 10,170 4.92
2025-08-13 13F Arizona State Retirement System 2,732 1.79 531 5.37
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 1,404 11.25 273 15.25
2025-08-14 13F Two Sigma Investments, Lp 16,764 3,257
2025-07-25 13F Stephens Consulting, LLC 9 80.00 2
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 876 14.36 170 18.88
2025-08-08 13F Hartland & Co., LLC 292 906.90 57 1,020.00
2025-08-12 13F Global Retirement Partners, LLC 3,970 1.56 771 0.26
2025-08-12 13F Prudential Financial Inc 4,515 13.56 877 17.72
2025-08-12 13F Nuveen, LLC 37,313 49.91 7,249 55.32
2025-08-13 13F Quadrature Capital Ltd 7,226 118.84 1,405 127.35
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 5,733 12.85 1,114 16.91
2025-08-14 13F Peak6 Llc Put 19,100 63.25 3,711 69.17
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 2 0
2025-06-27 NP DASVX - Dunham Small Cap Value Fund Class A 2,328 8.63 408 -3.55
2025-08-11 13F HighTower Advisors, LLC 12,382 0.63 2,406 4.25
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 22,689 3.02 3,978 -8.66
2025-08-18 13F Geneos Wealth Management Inc. 73 1.39 14 7.69
2025-07-28 NP AVUVX - Avantis U.S. Small Cap Value Fund Institutional Class 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 13,967 19.60 2,604 6.64
2025-08-14 13F Voloridge Investment Management, Llc 10,461 2,032
2025-06-17 NP GSEQX - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 3,822 10.05 670 -2.33
2025-08-13 13F MetLife Investment Management, LLC 5,490 2.18 1,067 5.86
2025-08-13 13F Cary Street Partners Financial Llc 10,188 0.46 1,979 4.10
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 6,173 12.26 1,199 15.73
2025-08-11 13F New Age Alpha Advisors, LLC 702 136
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 3,304 11.51 579 -1.19
2025-08-01 13F Teacher Retirement System Of Texas 1,422 3.95 276 7.81
2025-08-28 NP QCSTRX - Stock Account Class R1 7,200 3,328.57 1,399 4,560.00
2025-08-12 13F/A Boston Partners 420,637 1.15 80,137 3.89
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 8,849 11.35 1,551 -1.27
2025-06-26 NP TAAAX - Thrivent Aggressive Allocation Fund Class A 9,708 4.30 1,702 -7.50
2025-08-13 13F Marshall Wace, Llp 9,187 1,785
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 36,518 2.34 7,095 6.02
2025-08-14 13F Group One Trading, L.p. Call 600 117
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 3 50.00 1
2025-06-25 NP FYX - First Trust Small 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 10,943 18.96 1,919 5.44
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 16,178 3.47 3,143 7.23
2025-08-14 13F Group One Trading, L.p. Put 100 19
2025-08-14 13F Bridgeway Capital Management Inc 67,258 10.49 13,067 14.47
2025-08-15 13F Binnacle Investments Inc 135 17.39 26 23.81
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 22 4.76 4 33.33
2025-08-14 13F D. E. Shaw & Co., Inc. 41,910 35.79 8,142 40.69
2025-08-14 13F Comerica Bank 2,440 1.58 474 5.11
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 1,738 16.64 305 3.40
2025-08-22 NP FEAC - Fidelity Enhanced U.S. All-Cap Equity ETF 13 3
2025-07-09 13F Harbor Capital Advisors, Inc. 146 13.18 0
2025-08-14 13F Voya Investment Management Llc 2,523 1.04 490 4.70
2025-08-12 13F North Star Asset Management Inc 1,219 237
2025-08-14 13F Janus Henderson Group Plc 18,941 369.30 3,680 383.44
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 81 8.00 14 0.00
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 86 0
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 546 102
2025-07-08 13F Parallel Advisors, LLC 4 100.00 1
2025-08-07 13F ProShare Advisors LLC 33,274 1,581.35 6,464 1,642.32
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 9 2
2025-08-06 13F Commonwealth Equity Services, Llc 2,300 4.55 0
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 27,484 9.47 4,819 -2.96
2025-07-14 13F GAMMA Investing LLC 60 20.00 12 22.22
2025-08-22 NP FESM - Fidelity Enhanced Small Cap ETF 13,297 24.97 2,583 23.35
2025-08-29 NP VELA Funds - VELA Small Cap Fund Class I 11,788 17.15 2,290 21.42
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 291,604 4.04 56,653 7.80
2025-07-31 13F R Squared Ltd 1,802 350
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 1,039 2.47 182 -9.00
2025-08-12 13F Ameritas Investment Partners, Inc. 953 5.07 185 8.82
2025-08-14 13F Militia Capital Partners, LP 16,000 6.67 3,108 10.53
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 3,029 33.32 531 18.26
2025-08-11 13F Empowered Funds, LLC 46,865 35.83 9,105 40.73
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 45,939 9.83 8,564 -2.07
2025-07-28 NP VCSLX - Small Cap Index Fund 4,078 16.75 760 4.11
2025-06-26 NP DFFVX - U.S. Targeted Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 65,784 1.69 11,534 -9.86
2025-06-27 NP RSSL - Global X Russell 2000 ETF 5,559 6.74 975 -5.44
2025-07-31 13F Asset Management One Co., Ltd. 1,304 253
2025-07-25 NP FNDA - Schwab Fundamental U.S. Small Company 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 20,136 18.51 3,754 5.66
2025-07-07 13F Retirement Wealth Solutions LLC 108 0.93 21 0.00
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 39,857 102.99 7,743 110.35
2025-08-14 13F Colony Group, LLC 1,156 0.17 225 3.70
2025-08-12 13F Trexquant Investment LP 7,803 1,516
2025-07-28 NP AVSC - Avantis U.S. Small Cap Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 18,469 11.46 3,443 -0.64
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I 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 1,216 4.20 236 8.26
2025-08-14 13F Sunbelt Securities, Inc. 134 26
2025-08-13 13F First Trust Advisors Lp 22,808 23.13 4,431 27.58
2025-08-08 13F/A Sterling Capital Management LLC 44 62.96 9 60.00
2025-08-11 13F Bradley Foster & Sargent Inc/ct 1,375 267
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 247 25.38 48 30.56
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 75,543 2.67 14,676 6.37
2025-08-14 13F Sei Investments Co 18,354 21.12 3,566 25.48
2025-06-26 NP Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 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 3,289 6.47 577 -5.57
2025-07-23 13F Ellsworth Advisors, LLC 4,084 0.67 793 4.34
2025-08-12 13F Deutsche Bank Ag\ 21,718 10.63 4,219 14.62
2025-08-13 13F Northwestern Mutual Wealth Management Co 89 17
2025-08-13 13F EverSource Wealth Advisors, LLC 146 30.36 28 33.33
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 1,789 1.42 348 5.15
2025-05-02 13F Napatree Capital Llc 1,525 7.17 286 1.79
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 898 60.07 174 65.71
2025-08-28 NP New Age Alpha Funds Trust - NAA Opportunity Fund Class C 702 136
2025-08-13 13F Baird Financial Group, Inc. 17,877 0.46 3,473 4.11
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 127 13.39 22 0.00
Other Listings
DE:A35 € 174.40
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