BANF / BancFirst Corporation - Kepemilikan Institusional - Pembeli

BancFirst Corporation
US ˙ NasdaqGS ˙ US05945F1030

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di BancFirst Corporation meliputi ASVIX - Small Cap Value Fund Investor Class, USCAX - Small Cap Stock Fund Shares, Horizon Investments, LLC, Anb Bank, JustInvest LLC, Wealth Enhancement Advisory Services, Llc, Profund Advisors Llc, Cetera Investment Advisers, WSML - iShares MSCI World Small-Cap ETF, Xponance, Inc., IASAX - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV, LONAX - Longboard Alternative Growth Fund Class A, MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II, New Age Alpha Variable Funds Trust - NAA SMALL GROWTH SERIES, New Age Alpha Advisors, LLC, State of Wyoming, LUSIX - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares, BKPIX - Banks Ultrasector Profund Investor Class, MMYAX - MassMutual Select Small Company Value Fund Class A, dan BNP Paribas Asset Management Holding S.A. .

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 Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 5,121 7.38 633 21.03
2025-08-13 13F Federated Hermes, Inc. 9,312 0.40 1,151 12.95
2025-07-28 NP VCSLX - Small Cap Index Fund 8,472 11.30 1,048 15.42
2025-07-24 NP HSMNX - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 5,927 733
2025-07-24 NP ONEQ - Fidelity Nasdaq Composite Index Tracking Stock 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 10,194 0.49 1,261 4.21
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 107 5.94 13 18.18
2025-08-14 13F Quantinno Capital Management LP 2,607 20.36 322 35.86
2025-08-14 13F Clark Capital Management Group, Inc. 45,513 10.89 5,626 24.77
2025-08-14 13F Xponance, Inc. 1,624 201
2025-07-29 13F Regions Financial Corp 32,265 1.33 3,989 14.01
2025-07-28 NP HDG - ProShares Hedge Replication ETF 26 13.04 3 50.00
2025-08-12 13F MAI Capital Management 142 18
2025-08-25 NP MMYAX - MassMutual Select Small Company Value Fund Class A 277 34
2025-08-25 NP MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II 1,134 140
2025-07-01 13F BancFirst Trust & Investment Management 879,515 0.37 109,948 14.57
2025-08-14 13F Aquatic Capital Management LLC 3,929 486
2025-08-26 NP QABA - First Trust NASDAQ ABA Community Bank 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 21,215 6.37 2,623 19.67
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 4,679 0.60 579 4.14
2025-07-24 13F Ronald Blue Trust, Inc. 357 7.85 44 22.22
2025-08-13 13F Victory Capital Management Inc 24,321 24.61 3,007 40.21
2025-08-14 13F Qube Research & Technologies Ltd 64,311 4.38 7,950 17.45
2025-08-14 13F Susquehanna Portfolio Strategies, LLC 7,331 906
2025-05-15 13F Texas Permanent School Fund 16,733 1,971
2025-08-13 13F M&t Bank Corp 1,766 218
2025-08-11 13F Anb Bank 2,180 269
2025-08-11 13F Rothschild Investment Llc 35 16.67 4 33.33
2025-08-14 13F Evergreen Capital Management Llc 2,202 3.77 273 16.67
2025-08-14 13F Gallagher Fiduciary Advisors, LLC 7,259 23.26 897 38.85
2025-08-27 13F/A Squarepoint Ops LLC 6,754 152.11 835 183.67
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 4,013 3.80 496 16.98
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 1,483 9.53 183 23.65
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 3,103 8.23 384 21.97
2025-08-13 13F EverSource Wealth Advisors, LLC 402 957.89 50 1,125.00
2025-07-25 13F Hemington Wealth Management 59 37.21 0
2025-08-11 13F Vanguard Group Inc 2,282,432 0.69 282,154 13.29
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 29 3.57 4 0.00
2025-07-09 13F Harbor Capital Advisors, Inc. 121 22.22 0
2025-08-12 13F Public Sector Pension Investment Board 68,000 7.54 8,406 21.00
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 3,976 660.23 492 761.40
2025-08-11 13F HighTower Advisors, LLC 3,249 5.28 402 18.29
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 2,679 8.02 331 21.69
2025-08-14 13F Millennium Management Llc 6,186 765
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 2,020 250
2025-08-08 13F Larson Financial Group LLC 3 50.00 0
2025-07-30 13F Capstone Triton Financial Group, LLC 14,491 8.12 1,791 14.08
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 28,251 8.75 3,495 12.71
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 24 3
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 3,242 1.73 401 14.29
2025-07-23 13F Tectonic Advisors Llc 15,870 6.62 1,962 19.94
2025-08-13 13F Bare Financial Services, Inc 37 208.33 5 300.00
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 902 11.91 112 15.63
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 2 0
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 592 12.55 73 28.07
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 3,890 19.91 458 18.65
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 3,203 5.64 396 18.62
2025-06-27 NP RSSL - Global X Russell 2000 ETF 12,079 6.41 1,423 5.33
2025-08-20 NP ASMOX - AQR Small Cap Momentum Style Fund Class I 2,060 28.19 255 44.32
2025-08-08 13F Atlantic Trust, LLC 17 2
2025-08-28 NP MMTM - SPDR S&P 1500 Momentum 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 60 1,100.00 7
2025-07-22 13F HFM Investment Advisors, LLC 2 100.00 0
2025-07-22 13F Bay Harbor Wealth Management, LLC 2 100.00 0
2025-07-29 NP LONAX - Longboard Alternative Growth Fund Class A 1,399 173
2025-08-12 13F Advisors Asset Management, Inc. 838 49.91 104 68.85
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 24,757 2.11 3,060 14.91
2025-06-23 NP BKPIX - Banks Ultrasector Profund Investor Class 524 62
2025-08-12 13F Dynamic Technology Lab Private Ltd 5,282 653
2025-08-07 13F Parkside Financial Bank & Trust 1,001 2,076.09 124 2,360.00
2025-08-12 13F Rhumbline Advisers 74,655 2.72 9,229 15.57
2025-08-13 13F Northwestern Mutual Wealth Management Co 16 2
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 652 315.29 81 370.59
2025-08-28 NP New Age Alpha Variable Funds Trust - NAA SMALL GROWTH SERIES 1,001 124
2025-06-25 NP DGRO - iShares Core Dividend 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 41,884 35.28 4,935 33.86
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 120 21.21 14 27.27
2025-08-11 13F New Age Alpha Advisors, LLC 1,001 124
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 109,060 1.12 13,491 4.81
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 2,066 4.24 243 2.97
2025-08-07 13F Hodges Capital Management Inc. 38,200 2.69 4,722 15.54
2025-08-07 13F Allworth Financial LP 200 2.04 25 4.35
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 49 4.26 6 20.00
2025-08-13 13F Jones Financial Companies Lllp 207 6.70 26 19.05
2025-07-14 13F GAMMA Investing LLC 804 38.14 99 57.14
2025-08-14 13F Quarry LP 35 4
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 1,051 6.92 124 5.13
2025-07-07 13F Wesbanco Bank Inc 4,260 36.98 527 54.25
2025-08-27 NP PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 17,867 0.56 2,209 13.11
2025-08-13 13F Marshall Wace, Llp 1,841 228
2025-08-28 NP ASVIX - Small Cap Value Fund Investor 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 95,000 11,744
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 1,034 22.80 122 21.00
2025-08-14 13F Comerica Bank 13,788 6.19 1,704 19.50
2025-08-13 13F Cerity Partners LLC 3,963 32.67 490 49.09
2025-08-12 13F Charles Schwab Investment Management Inc 184,712 5.21 22,834 18.38
2025-08-27 NP VITNX - Vanguard Institutional Total Stock Market 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 9,266 39.95 1,145 57.50
2025-08-13 13F Norges Bank 261,493 32,326
2025-08-15 13F Morgan Stanley 218,927 6.49 27,064 19.82
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 20,382 12.12 2,401 10.95
2025-08-14 13F California State Teachers Retirement System 19,795 1.09 2,447 13.76
2025-08-15 13F Great West Life Assurance Co /can/ 23,427 0.90 3 0.00
2025-08-26 NP Profunds - Profund Vp Small-cap 48 6.67 6 25.00
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 14,666 0.18 1,813 12.75
2025-07-17 13F SummerHaven Investment Management, LLC 8,961 1.38 1,108 14.01
2025-08-27 NP RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 211 27.88 26 44.44
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 6,625 19.15 781 17.82
2025-08-04 13F Assetmark, Inc 3 0
2025-07-25 13F Yousif Capital Management, Llc 7,402 0.57 915 13.24
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 66,346 12.63 7,817 11.43
2025-08-14 13F Dark Forest Capital Management Lp 21,021 2,599
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 5,528 0.49 651 -0.61
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 502 10.57 62 26.53
2025-08-26 NP JPSV - JPMorgan Active Small Cap Value ETF 2,361 17.29 292 31.67
2025-07-29 NP ISMD - Inspire Small/Mid Cap Impact ETF 3,222 1.07 399 4.74
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 647 0.62 80 12.86
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth 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 7,918 127.46 933 125.12
2025-07-15 13F Fortitude Family Office, LLC 10 1
2025-08-01 13F Envestnet Asset Management Inc 30,261 3.61 3,741 16.58
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 5,633 11.28 696 25.18
2025-08-13 13F Lido Advisors, LLC 8,267 1,026
2025-08-12 13F Argent Trust Co 2,154 10.92 266 24.88
2025-07-23 13F Klp Kapitalforvaltning As 4,600 2.22 570 14.92
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 24,486 5.65 3,027 18.85
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 2,987 4.11 352 2.93
2025-07-31 13F Quest Partners LLC 875 1.51 108 14.89
2025-08-13 13F Hsbc Holdings Plc 3,329 37.62 414 55.85
2025-07-31 13F/A Avion Wealth 5 0
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 2,264 2.54 267 1.53
2025-08-05 13F Bank Of Montreal /can/ 4,926 2.80 609 15.59
2025-06-20 NP JSMD - Janus Henderson Small/Mid Cap Growth Alpha ETF 7,500 400.67 884 926.74
2025-08-08 13F Geode Capital Management, Llc 501,163 0.55 61,962 13.13
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 5,907 1.92 696 0.72
2025-06-26 NP USCAX - Small Cap Stock Fund Shares 9,898 1,166
2025-06-26 NP JHSC - John Hancock Multifactor Small Cap ETF 3,776 445
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 5,479 16.23 646 14.97
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 73 1.39 9 28.57
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 1,052 6.05 130 20.37
2025-08-21 NP LUSIX - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 661 82
2025-08-14 13F Voya Investment Management Llc 5,744 4.02 710 17.16
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 3 0
2025-07-11 13F/A Umb Bank N A/mo 77 71.11 10 125.00
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 6 20.00 1
2025-08-13 13F JBR Co Financial Management Inc 10,073 9.94 1,245 23.76
2025-08-19 13F State of Wyoming 980 121
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 15,986 9.60 1,976 23.35
2025-07-28 NP OMFS - Invesco Russell 2000(R) Dynamic Multifactor 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 2,955 1.37 366 5.19
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 7,344 11.49 865 10.33
2025-08-13 13F Arizona State Retirement System 6,296 2.39 778 15.26
2025-08-26 NP JDSCX - JPMorgan Small Cap Blend Fund Class I 74,652 5.53 9,228 18.73
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 2,421 16.84 285 15.85
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 3,222 9.70 380 8.60
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 767 1.05 95 13.25
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 7,525 5.38 930 18.62
2025-07-29 NP EBI - Longview Advantage ETF 411 2,640.00 51 4,900.00
2025-08-26 NP IASAX - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV 1,602 198
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 587,232 1.19 72,594 13.86
2025-08-14 13F First Manhattan Co 1,700 211
2025-06-25 NP FNY - First Trust Mid Cap Growth AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 18,848 2,221
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 9,079 1.51 1,070 0.38
2025-08-12 13F Prudential Financial Inc 20,702 6.85 2,559 20.25
2025-08-04 13F Pensionmark Financial Group, Llc 2,608 322
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 1,357 14.32 160 12.77
2025-08-15 13F Tower Research Capital LLC (TRC) 2,112 12.16 261 26.70
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 49,445 2.55 5,826 1.46
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 6,526 1.45 807 14.16
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 36,188 6.51 4,474 19.86
2025-08-14 13F Tudor Investment Corp Et Al 13,074 222.34 1,616 263.15
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 1,958 17.18 242 32.24
2025-07-22 13F Capital Advisors Inc/ok 3,146 0.32 389 12.79
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 570 33.18 70 48.94
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 96,300 9.30 11,346 8.14
2025-07-16 13F State of Alaska, Department of Revenue 11,859 7.38 1 0.00
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 3,256 3.89 403 7.49
2025-08-14 13F Bnp Paribas Arbitrage, Sa 14,481 81.19 1,790 103.87
2025-08-14 13F/A Barclays Plc 88,765 32.35 11 42.86
2025-07-25 13F Cwm, Llc 375 6.23 0
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 7,087 3.22 876 16.18
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 579 9.04 72 22.41
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 1,638 203
2025-08-26 13F/A Thrivent Financial For Lutherans 14,666 0.18 2 0.00
2025-07-29 13F Mutual Of America Capital Management Llc 37,891 1,205.24 4,692 1,375.16
2025-08-13 13F MetLife Investment Management, LLC 12,465 6.09 1,541 19.38
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 3,960 98.99 467 97.46
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 476 6.73 59 9.43
2025-09-04 13F/A Advisor Group Holdings, Inc. 3,872 292.30 438 304.63
2025-08-14 13F Verition Fund Management LLC 137,150 29.23 16,954 45.42
2025-08-13 13F Guggenheim Capital Llc 18,996 9.89 2,348 23.64
2025-08-25 NP PKSAX - Virtus KAR Small-Cap Core Fund Class A 560,809 36.31 69,327 53.37
2025-07-30 13F D.a. Davidson & Co. 3,132 40.83 387 58.61
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-14 13F Balyasny Asset Management Llc 1,803 223
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Proequities, Inc. 0 0
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 4,261 2.23 527 15.10
2025-08-08 13F Cetera Investment Advisers 1,673 207
2025-08-14 13F Bank Of America Corp /de/ 82,712 4.11 10,225 17.13
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 13,176 54.96 1,629 74.30
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 9,634 4.79 1,191 17.82
2025-08-12 13F LPL Financial LLC 6,707 7.69 829 21.20
2025-07-25 13F JustInvest LLC 1,797 222
2025-08-12 13F Pathstone Holdings, LLC 3,042 35.86 368 49.59
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 77 2.67 9 12.50
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 208 60.00 25 60.00
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 178 0
2025-07-24 13F CWM Advisors, LLC 3,151 0.70 390 13.41
2025-08-12 13F American Century Companies Inc 164,160 648.63 20,294 742.38
2025-08-14 13F Susquehanna International Group, Llp Call 4,800 33.33 593 50.13
2025-07-31 13F Nisa Investment Advisors, Llc 201 548.39 25 700.00
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 166,734 546.61 20,612 627.53
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 496 99.20 58 100.00
2025-06-25 NP FNX - First Trust Mid Cap Core AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 22,011 2,593
2025-08-13 13F Custom Index Systems, Llc 2,398 1.96 296 14.73
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 99,977 9.75 12,368 13.75
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 3,122 577.22 386 670.00
2025-08-12 13F Legal & General Group Plc 57,045 1.59 7,052 14.30
2025-07-30 13F Denali Advisors Llc 39,322 1.55 4,861 14.25
2025-05-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 9,556 9.49 1,050 2.64
2025-08-14 13F Lazard Asset Management Llc 10,017 2,698.04 1
2025-08-13 13F First Trust Advisors Lp 96,913 2.30 11,980 15.10
2025-08-14 13F Price T Rowe Associates Inc /md/ 18,315 12.69 2 100.00
2025-04-24 NP OASC - OneAscent Small Cap Core ETF 1,176 12.00 140 6.06
2025-08-04 13F Atria Investments Llc 14,449 10.23 1,786 24.03
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 1,168 12.74 138 11.38
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 11,462 3.38 1,412 16.23
2025-07-24 13F Callan Family Office, LLC 25,750 842.19 3,183 961.00
2025-08-14 13F Horizon Investments, LLC 6,148 760
2025-08-06 13F Rialto Wealth Management, LLC 2 0
2025-08-12 13F Park Square Financial Group, LLC 19 2
2025-08-14 13F Sei Investments Co 38,336 46.04 4,739 64.29
2025-08-26 NP Profunds - Profund Vp Small-cap Growth 458 2.46 57 14.29
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 4,499 5.71 556 19.06
2025-07-24 13F Us Bancorp \de\ 418 24.78 52 41.67
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 2,547,992 18.06 314,983 32.83
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 200,800 1.88 23,658 0.80
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 12,949 764.42 1,601 875.61
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 4,024 8.99 497 22.72
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 1,719 226
2025-08-04 13F Amalgamated Bank 5,684 0.21 1
2025-08-07 13F Profund Advisors Llc 1,696 210
2025-08-14 13F Ubs Asset Management Americas Inc 66,239 42.77 8,188 60.64
2025-07-14 13F UMA Financial Services, Inc. 5 1
Other Listings
DE:BF1 € 117.00
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