ASIX / AdvanSix Inc. - Kepemilikan Institusional - Pembeli

AdvanSix Inc.
US ˙ NYSE ˙ US00773T1016

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di AdvanSix Inc. meliputi CenterBook Partners LP, TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund, Ieq Capital, Llc, Kapitalo Investimentos Ltda, Sherbrooke Park Advisers Llc, USCRX - Cornerstone Moderately Aggressive Fund, RUSC - U.S. Small Cap Equity Active ETF, WSML - iShares MSCI World Small-Cap ETF, HEJD - VictoryShares Hedged Equity Income ETF, Raymond James Financial Inc, LQPE - PEO AlphaQuest(TM) Thematic PE ETF, Evelyn Partners Investment Management Services Ltd, SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF, Atlantic Union Bankshares Corp, MorganRosel Wealth Management, LLC, True Wealth Design, LLC, Twin Peaks Wealth Advisors, LLC, Harbor Asset Planning, Inc., ETTOX - E*TRADE No Fee Total Market Index Fund, dan Trust Co Of Toledo Na /oh/ .

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
(%)
2025-08-08 13F Hartland & Co., LLC 180 650.00 4
2025-08-12 13F CenterBook Partners LP 124,915 2,967
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 26 0
2025-07-16 13F PFS Partners, LLC 24 4.35 1
2025-08-11 13F Birchbrook, Inc. 102 0.99 2 0.00
2025-08-13 13F Congress Wealth Management LLC / DE / 44,057 215.23 1,046 231.01
2025-08-26 NP JMEE - JPMorgan Market Expansion Enhanced Equity ETF 12,317 3.44 293 8.55
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 5,234 7.03 124 12.73
2025-08-12 13F Jpmorgan Chase & Co 67,749 0.67 1,609 5.58
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 37,781 7.79 888 -9.20
2025-08-11 13F Rothschild Investment Llc 112 115.38 3 100.00
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 555 28.18 13 44.44
2025-07-28 NP HDG - ProShares Hedge Replication ETF 34 13.33 1
2025-08-08 13F/A Sterling Capital Management LLC 685 55.33 16 77.78
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 709 49.26 17 60.00
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 5,371 7.96 115 -25.81
2025-07-29 13F Harbor Asset Planning, Inc. 19 0
2025-06-26 NP DFUV - Dimensional US Marketwide Value ETF 15,507 0.12 332 -31.40
2025-08-14 13F Oxford Asset Management Llp 16,141 383
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 896 3.82 21 10.53
2025-08-26 13F/A Thrivent Financial For Lutherans 19,716 0.42 0
2025-08-01 13F MorganRosel Wealth Management, LLC 50 1
2025-08-12 13F Public Sector Pension Investment Board 91,043 7.38 2,162 12.60
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 2,444 10.29 58 16.00
2025-08-26 NP Profunds - Profund Vp Small-cap 60 3.45 1 0.00
2025-06-30 NP Two Roads Shared Trust - Hypatia Women CEO ETF 1,157 52.64 25 4.35
2025-08-12 13F Brandywine Global Investment Management, LLC 116,740 19.89 2,773 25.71
2025-05-30 NP Humankind Benefit Corp - Humankind US Stock ETF 427 1.43 10 -18.18
2025-07-25 NP USCRX - Cornerstone Moderately Aggressive Fund 6,433 151
2025-06-18 NP REBYX - U.S. Small Cap Equity Fund Class Y 72,572 2.92 1,554 -29.52
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 5,039 8.90 120 14.42
2025-07-24 NP FSKAX - Fidelity 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 49,860 3.41 1,172 -12.93
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 106 6.00 2 -33.33
2025-07-11 13F/A Umb Bank N A/mo 65 80.56 2
2025-08-14 13F Comerica Bank 9,946 0.96 236 5.83
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 134,012 8.68 3,183 13.93
2025-08-12 13F American Century Companies Inc 885,644 7.52 21,034 12.75
2025-08-11 13F Principal Securities, Inc. 196 19,500.00 5
2025-08-28 NP SLLAX - SIMT Small Cap Fund Class F 13,783 30.52 327 -39.33
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 278 26.94 6 -16.67
2025-08-15 13F State of Tennessee, Treasury Department 23,141 16.54 550 22.27
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 4,049 7.43 96 12.94
2025-07-29 NP ISMD - Inspire Small/Mid Cap Impact ETF 15,735 18.01 370 -0.81
2025-07-08 13F Nbc Securities, Inc. 399 0
2025-08-13 13F Jones Financial Companies Lllp 374 57.81 9 80.00
2025-08-13 13F Arrowstreet Capital, Limited Partnership 413,813 165.22 9,828 178.18
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 3,495 13.00 83 18.57
2025-08-14 13F Aquatic Capital Management LLC 15,194 361
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 3,558 11.57 76 -23.23
2025-08-26 NP IFRA - iShares U.S. Infrastructure 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 614,412 28.33 14,592 34.56
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 68,878 10.14 1,475 -24.59
2025-06-27 NP AVFIX - American Beacon Small Cap Value Fund Institutional Class 78,160 29.92 1,674 -11.00
2025-08-08 13F Atlantic Trust, LLC 16 0
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 4,966 18.46 106 -19.08
2025-08-14 NP FLSPX - SPECTRUM FUND Retail Class 2,249 53
2025-07-11 13F Farther Finance Advisors, LLC 3,123 1,195.85 74 1,380.00
2025-07-14 13F Oliver Luxxe Assets LLC 50,524 1.44 1,200 6.29
2025-08-14 13F Manufacturers Life Insurance Company, The 9,862 8.18 234 13.59
2025-08-12 13F XTX Topco Ltd 12,404 26.90 295 33.03
2025-08-01 13F Teacher Retirement System Of Texas 58,447 13.07 1,388 18.63
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 19,500 3.17 463 8.18
2025-08-01 13F Envestnet Asset Management Inc 11,219 266
2025-08-14 13F Ieq Capital, Llc 16,250 386
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 260,772 2.11 5,586 -30.08
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 53,975 7.94 1,269 -9.17
2025-07-15 13F Sheets Smith Wealth Management 16,914 5.53 402 10.47
2025-08-13 13F Donald Smith & Co., Inc. 191,743 12.68 4,554 18.14
2025-08-14 13F Ubs Asset Management Americas Inc 84,875 38.66 2,016 45.38
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 31,865 2.47 757 7.39
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 1,417 11.84 30 -23.08
2025-08-12 13F Bokf, Na 10,372 10.76 246 16.04
2025-08-14 13F Fmr Llc 696,624 3.40 16,545 8.42
2025-07-16 13F Brown, Lisle/cummings, Inc. 80 14.29 2 0.00
2025-08-04 13F Strs Ohio 16,400 7.89 390 13.08
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 2,904 2.54 62 -29.55
2025-08-14 13F UBS Group AG 112,015 54.84 2,660 62.39
2025-07-29 13F Virginia Retirement Systems Et Al 18,980 0.53 451 5.39
2025-08-28 NP SMVIX - Simt Small Cap Value Fund Class I 19,465 35.73 462 42.59
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 1,820 43
2025-07-16 13F State of Alaska, Department of Revenue 15,953 7.70 0
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 117,440 8.90 2,516 -25.44
2025-08-07 13F Campbell & CO Investment Adviser LLC 79,282 235.71 1,883 252.43
2025-08-14 13F Point72 Asia (Singapore) Pte. Ltd. 511 12
2025-08-20 NP RUSC - U.S. Small Cap Equity Active ETF 2,960 70
2025-07-28 13F New York State Teachers Retirement System 50,814 0.63 1 0.00
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 17,435 10.68 414 16.29
2025-06-27 NP RSSL - Global X Russell 2000 ETF 15,589 7.07 334 -26.81
2025-07-29 13F Unison Advisors LLC 30,106 0.83 715 5.77
2025-08-14 13F Hotchkis & Wiley Capital Management Llc 281,880 23.95 6,695 29.98
2025-08-13 13F Russell Investments Group, Ltd. 240,664 4.01 5,716 9.06
2025-07-31 13F Nisa Investment Advisors, Llc 7,834 5.86 186 11.38
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 13,176 5.92 313 11.03
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 12,565 3.77 298 8.76
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 19,716 0.42 468 5.41
2025-07-25 13F Meritage Portfolio Management 11,884 5.55 282 10.59
2025-08-12 13F Franklin Resources Inc 17,494 8.21 415 13.39
2025-08-28 NP IWC - iShares Micro-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 59,007 3.64 1,401 8.69
2025-08-28 NP VLU - SPDR S&P 1500 Value Tilt ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,061 7.50 25 13.64
2025-08-13 13F Quantbot Technologies LP 4,502 9.91 107 15.22
2025-07-24 13F Us Bancorp \de\ 18,728 4.95 445 9.90
2025-08-06 13F True Wealth Design, LLC 44 1
2025-08-12 13F Evelyn Partners Investment Management Services Ltd 388 9
2025-08-27 13F/A Squarepoint Ops LLC 21,687 515
2025-08-26 NP Profunds - Profund Vp Small-cap Value 586 0.51 14 0.00
2025-08-06 13F First Horizon Advisors, Inc. 75 837.50 2
2025-07-31 13F Linden Thomas Advisory Services, LLC 9,978 237
2025-07-31 13F Whipplewood Advisors, LLC 27 200.00 1
2025-08-14 13F Infrastructure Capital Advisors, Llc 17,473 19.56 415 25.08
2025-05-30 NP QSML - WisdomTree U.S. SmallCap Quality Growth Fund 314 19.85 7 0.00
2025-08-11 13F Empowered Funds, LLC 163,733 1.48 3,889 6.40
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 127,915 9.03 3,007 -8.18
2025-08-14 13F Point72 Hong Kong Ltd 213 5
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 35,731 14.17 840 -3.78
2025-06-26 NP LSVQX - LSV Small Cap Value Fund Institutional Class Shares 60,433 3.84 1,294 -28.90
2025-08-01 13F GoalVest Advisory LLC 1 0
2025-07-16 13F St Germain D J Co Inc 4 0
2025-07-28 NP SCAP - InfraCap Small Cap Income ETF 14,970 12.44 352 -5.39
2025-08-14 13F Lazard Asset Management Llc 112,741 1,569.50 3
2025-08-28 NP MMEAX - Victory Integrity Discovery Fund Class A 24,150 5.00 574 10.19
2025-08-14 13F Wells Fargo & Company/mn 19,606 7.26 466 12.32
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 146,616 0.47 3,447 -15.41
2025-07-28 NP XSHD - Invesco S&P SmallCap High Dividend 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 19,920 16.68 468 -1.68
2025-08-12 13F Legal & General Group Plc 66,121 3.86 1,570 8.95
2025-08-11 13F Lsv Asset Management 629,706 4.73 15 7.69
2025-08-13 13F First Trust Advisors Lp 120,113 3.17 2,853 8.19
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 4,381 6.18 104 11.83
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 195,318 3.01 4,184 -29.47
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. 0 0
2025-09-04 13F/A Advisor Group Holdings, Inc. 1,285 60.22 31 66.67
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 114,673 35.32 2,696 13.95
2025-07-14 13F Kapitalo Investimentos Ltda 15,288 363
2025-07-25 NP SCHA - Schwab U.S. Small-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 128,310 0.49 3,017 -15.38
2025-06-26 NP USCAX - Small Cap Stock Fund Shares 19,769 77.54 423 0.95
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 13,937 29.90 299 -11.04
2025-07-24 13F Ronald Blue Trust, Inc. 702 13,940.00 17
2025-08-27 NP TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 16,959 403
2025-08-12 13F Rhumbline Advisers 81,798 2.09 1,943 7.06
2025-08-14 13F Bank Of America Corp /de/ 238,874 133.39 5,673 144.74
2025-07-24 13F Trust Co Of Toledo Na /oh/ 16 0
2025-08-19 13F Newbridge Financial Services Group, Inc. 8 0
2025-05-15 13F Texas Permanent School Fund 20,684 443
2025-08-22 NP FISVX - Fidelity Small Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 28,684 3.22 681 8.27
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 4,715 6.94 111 -10.57
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 815,531 2.10 19,369 7.06
2025-08-14 13F Quantinno Capital Management LP 9,998 237
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 1,429 9.59 34 13.79
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 726,361 7.52 17,077 -9.46
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 44,726 15.78 958 -20.70
2025-08-15 13F WealthCollab, LLC 475 25.99 11 37.50
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 67,450 18.00 1,586 -0.63
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 7,662 0.63 180 -15.09
2025-08-14 13F Solas Capital Management, LLC 449,006 10,664
2025-07-28 13F Allianz Asset Management GmbH 11,214 266
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 165,826 6.99 3,552 -26.75
2025-08-12 13F MAI Capital Management 210 2,233.33 5
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 1,972 6.08 47 9.52
2025-08-04 13F Hantz Financial Services, Inc. 267 122.50 0
2025-08-06 13F Atlantic Union Bankshares Corp 121 3
2025-08-11 13F TD Waterhouse Canada Inc. 94 113.64 2
2025-08-14 13F Sherbrooke Park Advisers Llc 10,643 253
2025-08-14 13F Price T Rowe Associates Inc /md/ 13,113 16.10 0
2025-08-13 13F ExodusPoint Capital Management, LP 74,164 31.49 2 0.00
2025-08-14 13F Aqr Capital Management Llc 154,404 106.58 3,667 116.73
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 1,556 144.27 37 157.14
2025-08-26 NP FDM - First Trust Dow Jones Select MicroCap Index 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 86,558 4.38 2,056 9.42
2025-08-06 13F SOUTH STATE Corp 28 250.00 1
2025-08-14 13F Raymond James Financial Inc 1,201 29
2025-08-14 13F/A Barclays Plc 51,504 45.25 1
2025-07-21 13F Ameritas Advisory Services, LLC 20 0
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 2,032 52.55 44 4.88
2025-08-13 13F EverSource Wealth Advisors, LLC 198 1,880.00 5
2025-08-19 13F State of Wyoming 12,030 21.93 286 27.80
2025-08-13 13F Jump Financial, LLC 23,884 567
2025-08-21 NP LUSIX - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 10,964 77.53 260 87.05
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 134 3.08 3 50.00
2025-08-11 13F Martingale Asset Management L P 29,693 192.40 705 206.52
2025-08-27 NP Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 2,084 0.77 49 6.52
2025-07-24 13F CWM Advisors, LLC 20,019 13.91 475 19.35
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 17 0
2025-06-30 NP SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF 360 8
2025-05-14 13F/A Norges Bank 87,900 2,514
2025-07-28 13F Harbour Investments, Inc. 168 3.07 4 0.00
2025-08-25 NP TMVAX - RBC Microcap Value Fund A Shares 4,840 30.81 115 37.35
2025-08-12 13F Marshall & Sterling Wealth Advisors Inc. 3 50.00 0
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 12,195 4.25 290 9.47
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 62 3.33 1 0.00
2025-07-25 13F Cwm, Llc 7,594 1,695.27 0
2025-07-25 NP UCAGX - Cornerstone Aggressive Fund 2,342 73.35 55 48.65
2025-08-05 13F Versor Investments LP 21,295 48.66 506 55.86
2025-08-08 13F Geode Capital Management, Llc 632,512 1.91 15,023 6.84
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 64,056 4.26 1,372 -28.58
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 81,882 4.37 1,945 9.40
2025-08-07 13F Allworth Financial LP 170 40.50 4 100.00
2025-06-17 NP MMSMX - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 45,600 22.58 977 -16.08
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 545 41.56 13 20.00
2025-08-14 13F Erste Asset Management GmbH 600 14
2025-07-08 13F Parallel Advisors, LLC 357 466.67 8 700.00
2025-08-27 NP LQPE - PEO AlphaQuest(TM) Thematic PE ETF 411 10
2025-08-14 13F GWM Advisors LLC 418 2,222.22 10
2025-08-07 13F Meeder Asset Management Inc 2,249 53
2025-08-08 13F Pnc Financial Services Group, Inc. 4,095 6.17 97 11.49
2025-08-29 NP BSVO - EA Bridgeway Omni Small-Cap Value ETF 163,505 1.34 3,883 6.27
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 6,123 1.83 145 6.62
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 2,915 21.21 69 27.78
2025-08-13 13F Victory Capital Management Inc 2,436,339 1.20 57,863 6.11
2025-07-30 13F Cullen/frost Bankers, Inc. 8 0
2025-08-28 NP HEJD - VictoryShares Hedged Equity Income ETF 1,558 37
2025-08-12 13F BlackRock, Inc. 4,660,895 0.14 110,696 5.00
2025-08-08 13F Creative Planning 11,961 13.25 284 18.83
2025-08-12 13F Laurel Wealth Advisors LLC 167 2,285.71 0
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 5,525 19.59 131 25.96
2025-07-24 13F IFP Advisors, Inc 114 3,700.00 3
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 4,007 5.87 95 11.76
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 9,097 216
2025-08-14 13F Ameriprise Financial Inc 175,432 17.46 4,167 23.18
2025-07-10 13F NorthCrest Asset Manangement, LLC 11,554 2.08 292 14.06
2025-08-14 13F/A Skopos Labs, Inc. 318 162.81 8 250.00
2025-04-29 NP HSMNX - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 12,519 350
2025-07-28 NP VCSLX - Small Cap Index Fund 10,862 11.30 255 -6.25
2025-08-14 13F Bridgeway Capital Management Inc 264,433 0.91 6,280 5.81
2025-07-09 13F Harbor Capital Advisors, Inc. 271 23.18 0
2025-08-15 13F Tower Research Capital LLC (TRC) 2,385 144.11 57 154.55
2025-08-12 13F Charles Schwab Investment Management Inc 428,667 25.58 10,181 31.68
2025-08-08 13F Vestcor Inc 8,435 0
2025-08-14 13F Verition Fund Management LLC 10,832 257
2025-08-13 13F Fisher Asset Management, LLC 54,827 47.53 1,302 54.82
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 4,850 4.08 104 -28.97
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 67,935 6.10 1,455 -27.32
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 30,661 4.76 728 9.97
2025-07-29 NP EBI - Longview Advantage ETF 35 12.90 1
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DE:960 € 17.90
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