CBZ / CBIZ, Inc. - Kepemilikan Institusional - Pembeli

CBIZ, Inc.
US ˙ NYSE ˙ US1248051021

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di CBIZ, Inc. meliputi JATTX - Janus Henderson Triton Fund Class T, XFBRX - Mid Cap Portfolio Investor Class, Montrusco Bolton Investments Inc., JAVTX - Janus Henderson Venture Fund Class T, Franklin Resources Inc, Ananym Capital Management, LP, PNSAX - Putnam Small Cap Growth Fund Class C shares, FIIAX - Fidelity Advisor Mid Cap II Fund Class A, FRMPX - Nuveen Small Cap Growth Opportunities Fund Class A, CIBC World Markets Inc., FRSLX - Nuveen Mid Cap Growth Opportunities Fund Class A, WBCIX - William Blair Small-Mid Cap Core Fund Class I, Whetstone Capital Advisors, LLC, JHSC - John Hancock Multifactor Small Cap ETF, OWTEX - Old Westbury Total Equity Fund, Glenmede Investment Management, LP, PENN SERIES FUNDS INC - Small Cap Growth Fund, Holocene Advisors, LP, Helium Advisors LLC, dan ALIL - Argent Focused Small Cap ETF .

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 Jump Financial, LLC 5,902 423
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 29,529 0.80 2,117 -4.68
2025-08-26 NP OGGFX - JPMorgan Small Cap Growth Fund Class I 493,703 45.04 35,403 37.10
2025-07-30 13F Ethic Inc. 3,767 21.56 268 12.18
2025-08-14 13F State Of Wisconsin Investment Board 4,817 3.30 345 -2.27
2025-07-22 13F Valeo Financial Advisors, LLC 14,737 22.03 1,057 15.28
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 838 3.84 60 -1.64
2025-08-14 13F Royal Bank Of Canada 461,450 16.45 33,089 10.07
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 17,080 3.08 1,225 -2.55
2025-08-13 13F EverSource Wealth Advisors, LLC 722 165.44 52 155.00
2025-07-31 13F State of New Jersey Common Pension Fund D 26,068 13.22 1,869 7.04
2025-07-24 13F Callan Family Office, LLC 15,568 25.32 1,116 18.47
2025-08-14 13F Voloridge Investment Management, Llc 27,021 1,938
2025-05-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 27,935 2.43 2,119 -5.02
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 103 0.98 7 -12.50
2025-08-27 NP NAESX - Vanguard Small-Cap 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 1,265,826 6.34 90,772 0.52
2025-08-27 NP WSGRX - Ivy Small Cap Growth Fund Class R 296,985 3.02 21,297 -2.62
2025-08-28 NP IWM - iShares Russell 2000 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 1,294,353 2.18 92,818 -3.41
2025-08-14 13F Macquarie Group Ltd 429,339 0.29 30,788 -5.19
2025-04-28 NP BCUS - Bancreek U.S. Large Cap ETF 41,234 14.49 3,223 8.37
2025-07-22 13F McElhenny Sheffield Capital Management, LLC 169,000 156
2025-08-14 13F Goldman Sachs Group Inc 521,650 41.04 37,408 33.32
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 5,353 10.42 384 4.36
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 2,636 6.81 189 1.07
2025-08-01 13F Teacher Retirement System Of Texas 7,758 17.47 556 11.20
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 2,639 191
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 13,295 5.26 905 -16.44
2025-07-31 13F Nisa Investment Advisors, Llc 2,180 1.82 156 -3.70
2025-07-24 13F Blair William & Co/il 434,498 1.61 31,158 -3.95
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 10,646 9.36 763 3.39
2025-08-14 13F Whetstone Capital Advisors, LLC 11,385 816
2025-08-28 NP SMLV - SPDR SSGA US Small Cap Low Volatility Index 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 10,138 136.76 727 124.07
2025-08-13 13F Arizona State Retirement System 14,986 15.66 1,075 9.37
2025-07-18 13F BloombergSen Inc. 1,119,362 9.49 80,269 3.50
2025-08-22 NP SZCAX - DWS Small Cap Core Fund Class A 119,349 11.54 8,559 5.43
2025-08-14 13F Holocene Advisors, LP 5,577 400
2025-08-14 13F Glenmede Investment Management, LP 7,315 525
2025-08-08 13F Geode Capital Management, Llc 1,224,142 8.56 87,794 2.61
2025-07-25 13F JustInvest LLC 17,993 148.56 1,290 134.97
2025-08-14 13F Bnp Paribas Arbitrage, Sa 5,700 67.80 409 58.75
2025-03-31 NP FSMD - Fidelity Small-Mid Factor ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12,972 40.92 1,113 75.55
2025-07-28 NP DWAS - Invesco DWA SmallCap Momentum 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 80,982 12.13 5,850 3.63
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 11,836 15.89 849 9.56
2025-07-28 NP VCSLX - Small Cap Index Fund 20,652 12.82 1,492 4.27
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 14,954 2.60 1,018 -18.56
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 13,963 13.13 1,001 6.94
2025-07-29 NP CLSE - Convergence Long/Short Equity ETF Short -3,092 -223
2025-05-05 13F Lindbrook Capital, Llc 192 1.59 15 -6.67
2025-08-14 13F Freestone Grove Partners LP 3,938 282
2025-08-14 13F Waters Parkerson & Co., Llc 398,702 30.94 28,591 23.78
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 483,504 2.30 32,927 -18.82
2025-08-14 13F Helium Advisors LLC 5,500 394
2025-08-07 13F Commerce Bank 8,121 0.68 582 -4.75
2025-03-24 NP JSMD - Janus Henderson Small/Mid Cap Growth Alpha ETF 17,592 2.09 1,510 27.13
2025-08-14 13F Lazard Asset Management Llc 960 3.45 0
2025-08-29 NP STXK - Strive Small-Cap ETF 1,567 8.67 112 2.75
2025-08-14 13F Bank Of America Corp /de/ 454,551 0.29 32,596 -5.20
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 735 9.38 53 1.92
2025-07-29 13F William Blair Investment Management, Llc 303,146 21,739
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 267 10.79 19 5.56
2025-08-22 NP FIIAX - Fidelity Advisor Mid Cap II Fund Class A 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 50,900 3,650
2025-07-28 NP HDG - ProShares Hedge Replication ETF 63 12.50 5 0.00
2025-08-11 13F Great Lakes Advisors, Llc 43,288 16.76 3,104 10.38
2025-08-27 NP JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A) 3,262 13.62 234 7.37
2025-08-14 13F Janus Henderson Group Plc 701,468 3,541.53 50,302 3,381.04
2025-08-11 13F Citigroup Inc 44,064 14.91 3,160 8.63
2025-08-13 13F MetLife Investment Management, LLC 31,237 12.07 2,240 5.96
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 60,948 9.99 4,371 3.97
2025-08-12 13F Jpmorgan Chase & Co 985,958 30.85 70,703 23.69
2025-08-29 NP JATTX - Janus Henderson Triton Fund Class T 355,044 25,460
2025-08-26 NP WCMJX - WCM Focused Small Cap Fund Investor Class Shares 2,612 187
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 53,319 39.07 3,933 35.21
2025-08-13 13F Burgundy Asset Management Ltd. 2,321,198 4.55 166,453 -1.17
2025-08-05 13F Huntington National Bank 2,228 15.68 160 8.90
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 40,146 13.58 2,879 7.35
2025-08-14 13F Xponance, Inc. 4,078 12.65 292 6.57
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 209 6.09 14 -12.50
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 6,613 10.11 474 4.18
2025-06-26 NP FCPGX - Fidelity Small Cap Growth 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 433,076 43.46 29,492 13.86
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 14 7.69 1
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 9,843 17.51 706 11.02
2025-08-28 NP Humankind Benefit Corp - Humankind US Stock ETF 223 175.31 16 150.00
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 62,864 10.75 4,508 4.67
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 26,421 6.42 1,895 0.58
2025-08-26 NP Profunds - Profund Vp Small-cap 120 11.11 9 0.00
2025-08-12 13F Ameritas Investment Partners, Inc. 5,353 10.42 384 4.36
2025-07-24 13F Us Bancorp \de\ 1,548 0.78 111 -4.31
2025-08-14 13F Quantinno Capital Management LP 6,374 119.57 457 107.73
2025-08-13 13F Falcon Edge Capital, LP 232,021 162.19 16,638 147.85
2025-06-26 NP OWTEX - Old Westbury Total Equity Fund 9,647 657
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 1,678,526 11.87 120,367 5.75
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 4,913 21.82 352 15.41
2025-06-26 NP FRMPX - Nuveen Small Cap Growth Opportunities Fund Class A This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 44,248 3,013
2025-08-14 13F Sei Investments Co 27,683 14.83 1,985 8.59
2025-08-11 13F Empowered Funds, LLC 60,315 49.78 4,325 41.62
2025-08-13 13F Capital Research Global Investors 2,986,959 10.34 214,195 4.30
2025-08-14 13F Raymond James Financial Inc 1,845 132
2025-08-14 13F CIBC World Markets Inc. 35,199 2,524
2025-08-26 NP LCORX - Leuthold Core Investment Fund Retail Class Short -4,349 -312
2025-08-14 13F Wellington Management Group Llp 417,192 1.71 29,917 -3.86
2025-06-18 NP RTSSX - Tax-Managed U.S. Mid & Small Cap Fund Class S 42,962 41.99 2,926 12.67
2025-07-09 13F Harbor Capital Advisors, Inc. 104 1.96 0
2025-07-14 13F UMA Financial Services, Inc. 11 1
2025-08-06 13F Summit Creek Advisors LLC 306,318 0.73 21,966 -4.78
2025-08-13 13F Capital World Investors 1,608,204 29.57 115,324 22.48
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Growth Fund 6,346 455
2025-08-14 13F Ubs Asset Management Americas Inc 172,867 20.66 12,396 14.06
2025-08-29 NP QSML - WisdomTree U.S. SmallCap Quality Growth Fund 546 1.68 39 -2.50
2025-08-14 13F Verition Fund Management LLC 7,117 510
2025-07-22 13F Fenimore Asset Management Inc 432,377 0.01 31,006 -5.46
2025-08-07 13F Mawer Investment Management Ltd. 128,668 9,227
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 7,645 13.34 552 4.74
2025-06-26 NP FKICX - Fidelity Small Cap Stock K6 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 2,599 33.21 177 5.39
2025-07-28 NP MCSCX - M3Sixty Small Cap Growth Fund Institutional Class Shares 2,236 7.76 162 -0.62
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 32,436 9.83 2,326 3.79
2025-08-07 13F Allworth Financial LP 7 40.00 1
2025-08-14 13F Bridgefront Capital, LLC 3,967 284
2025-08-05 13F Corton Capital Inc. 3,177 228
2025-08-20 NP WBCIX - William Blair Small-Mid Cap Core Fund Class I 11,449 821
2025-08-14 13F Manufacturers Life Insurance Company, The 29,047 2.62 2,083 -3.03
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Value Fund 5,791 45.14 415 161.01
2025-07-30 NP FCTDX - Strategic Advisers Fidelity U.S. Total Stock 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 129,591 16.37 9,362 7.54
2025-08-14 13F UBS Group AG 254,986 68.51 18,285 59.30
2025-08-14 13F Wells Fargo & Company/mn 46,284 7.88 3,319 2.00
2025-08-05 13F Bank of New York Mellon Corp 163,157 9.09 11,700 3.12
2025-08-13 13F Bare Financial Services, Inc 19 137.50 1
2025-08-07 13F Zions Bancorporation, National Association /ut/ 25,572 43.62 1,834 35.78
2025-08-12 13F Franklin Resources Inc 109,122 7,825
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 24,245 10.66 1,739 4.57
2025-08-11 13F Brown Brothers Harriman & Co 117 8
2025-08-14 13F Balyasny Asset Management Llc 4,969 4.85 356 -0.84
2025-08-14 13F Susquehanna International Group, Llp Put 4,700 337
2025-08-14 13F Susquehanna International Group, Llp 124,265 26.52 8,911 19.61
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 5 0
2025-08-14 13F Susquehanna International Group, Llp Call 6,100 3.39 437 -2.24
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 458,762 7.76 32,898 1.87
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 7,745 12.80 555 6.73
2025-08-12 13F BlackRock, Inc. 3,789,822 6.18 271,768 0.37
2025-08-14 13F Aster Capital Management (DIFC) Ltd 286 21
2025-08-13 13F Russell Investments Group, Ltd. 74,688 16.94 5,356 10.53
2025-03-28 NP GSAOX - Goldman Sachs Small Cap Growth Insights Fund Class A 9,501 39.19 815 73.40
2025-08-14 13F/A Barclays Plc 102,278 66.27 7 75.00
2025-08-19 NP Securian Funds Trust - SFT Ivy Small Cap Growth Fund 40,971 5.11 2,938 -0.64
2025-06-26 NP FJACX - Fidelity Series Small Cap Discovery 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 114,000 9.72 7,763 -12.92
2025-03-25 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 2,850 257.14 245 343.64
2025-08-14 13F Ananym Capital Management, LP 102,750 7,368
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 6,466 7.46 440 -14.73
2025-08-05 13F Geneva Capital Management Llc 450,004 5.88 32,270 0.09
2025-08-13 13F Jones Financial Companies Lllp 488 18.16 35 13.33
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 483 0
2025-07-29 13F Cannon Global Investment Management, LLC 6,500 466
2025-08-14 13F Ameriprise Financial Inc 144,290 89.81 10,347 79.45
2025-08-22 NP Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 39,800 537.21 2,854 503.38
2025-06-27 NP RSSL - Global X Russell 2000 ETF 29,108 6.54 1,982 -15.44
2025-08-07 13F CENTRAL TRUST Co 272 38.07 20 35.71
2025-08-12 13F LPL Financial LLC 46,742 22.42 3,352 19.25
2025-06-26 NP FOCSX - Fidelity Small Cap Growth K6 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 215,958 62.36 14,707 28.85
2025-08-12 13F Segall Bryant & Hamill, Llc 200,835 20.65 14,402 14.05
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 3,667 14.81 263 8.26
2025-08-12 13F Handelsbanken Fonder AB 462,000 33.14 33 26.92
2025-08-27 NP VMNFX - Vanguard Market Neutral 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 Short -38,288 164.37 -2,746 150.00
2025-06-26 NP FSLCX - Fidelity Small Cap Stock 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 210,152 56.71 14,311 24.37
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 123 10.81 9 0.00
2025-08-12 13F Deutsche Bank Ag\ 156,487 6.94 11,222 1.09
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 830,186 8.83 59,533 2.88
2025-08-04 13F Strs Ohio 91,800 0.66 6,583 -4.86
2025-07-14 13F Argent Capital Management Llc 89,666 0.78 6,430 -4.74
2025-07-28 NP NBMIX - Neuberger Berman Small Cap Growth Fund Investor Class 72,659 2.34 5,249 -5.42
2025-07-15 13F Public Employees Retirement System Of Ohio 114,259 3.76 8,194 -1.92
2025-08-11 13F CBIZ Investment Advisory Services, LLC 4,438 1.12 318 -4.22
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 5,447 2.58 371 -18.68
2025-08-13 13F Norges Bank 25,689 1,842
2025-08-14 13F California State Teachers Retirement System 48,867 16.76 3,504 10.36
2025-07-25 13F Montrusco Bolton Investments Inc. 233,390 16,736
2025-08-14 13F State Street Corp 1,210,801 4.59 86,827 -1.14
2025-08-27 NP Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 93,334 3.60 6,693 -2.08
2025-08-22 NP XFBRX - Mid Cap Portfolio Investor Class 248,200 17,798
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 8,493 15.71 609 9.53
2025-07-30 NP ALIL - Argent Focused Small Cap ETF 4,431 320
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 1,427 39.36 102 32.47
2025-07-23 13F Klp Kapitalforvaltning As 10,700 22.99 767 16.39
2025-07-31 13F Quest Partners LLC 17 1
2025-07-29 13F Vista Finance, Llc 3,856 4.05 277 -1.78
2025-07-14 13F AdvisorNet Financial, Inc 240 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 34,100 5.77 2,322 -16.05
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 74 10.45 5 0.00
2025-08-14 NP FLSPX - SPECTRUM FUND Retail Class Short -18,333 7.51 -1,315 1.62
2025-08-26 NP JDSCX - JPMorgan Small Cap Blend Fund Class I 111,149 42.11 7,970 34.33
2025-03-24 NP JSML - Janus Henderson Small Cap Growth Alpha ETF 60,723 35.12 5,211 68.23
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 9,158 14.39 657 8.07
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 90,840 11.22 6,514 5.15
2025-08-27 NP VISGX - Vanguard Small-Cap Growth 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 700,632 4.93 50,242 -0.81
2025-06-26 NP JHSC - John Hancock Multifactor Small Cap ETF 10,720 730
2025-06-26 NP USMIX - Extended Market Index Fund 6,134 4.48 418 -17.10
2025-05-30 NP SVOAX - Simt Us Managed Volatility Fund Class F 372 17.72 28 12.00
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 2,129 15.77 154 6.99
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio 97,980 2.21 7,026 -3.38
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 32,003 17.97 2,179 -6.36
2025-06-25 NP FIDU - Fidelity MSCI Industrials 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 10,804 2.56 736 -18.60
2025-08-14 13F Silvercrest Asset Management Group Llc 876,015 23.88 62,819 17.11
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 1,317 3.13 95 -4.04
2025-06-25 NP PAHTX - PGIM Jennison NextGeneration Global Opportunities Fund Class C 1,512 103
2025-06-26 NP FRSLX - Nuveen Mid Cap Growth Opportunities Fund Class A This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 26,589 1,811
2025-08-06 13F Commonwealth Equity Services, Llc 18,828 0.28 1 0.00
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 417 59.77 28 27.27
2025-03-25 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 29,025 351.12 2,491 462.08
2025-08-11 13F Vanguard Group Inc 5,081,040 9.23 364,361 3.25
2025-08-12 13F Swiss National Bank 98,100 12.11 7,035 5.98
2025-04-29 13F Financial Network Wealth Management LLC 727 0
2025-06-17 NP GSEQX - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 13,091 29.33 891 2.65
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 8,030 10.58 576 4.55
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 33,158 10.05 2,258 -12.65
2025-08-14 13F Strategic Wealth Designers 515 37
2025-08-04 13F Assetmark, Inc 938 3.65 67 -1.47
2025-07-29 NP ISMD - Inspire Small/Mid Cap Impact ETF 4,667 1.90 337 -5.87
2025-08-26 NP GRZZX - Leuthold Grizzly Short Fund Short -2,804 -201
2025-05-15 13F Glenmede Trust Co Na 4,454 5.57 338 -2.32
2025-08-14 13F Citadel Advisors Llc 176,184 312.74 12,634 290.18
2025-08-29 NP JAVTX - Janus Henderson Venture Fund Class T 206,867 14,834
2025-08-15 13F Morgan Stanley 3,250,399 4.16 233,086 -1.54
2025-08-12 13F Prudential Financial Inc 6,637 80.35 492 75.09
2025-08-25 NP TMCAX - RBC SMID Cap Growth Fund A Shares 20,580 29.68 1,476 22.61
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Proequities, Inc. 0 0
2025-07-16 13F Signaturefd, Llc 1,025 9.16 74 2.82
2025-08-26 NP GLBIX - Leuthold Global Fund Institutional Class Short -79 -6
2025-08-14 13F Voya Investment Management Llc 14,313 10.70 1,026 4.69
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 18,857 13.69 1,352 7.47
2025-08-14 13F Comerica Bank 9,690 2.43 695 -3.21
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 10,009 8.37 718 2.43
2025-08-11 13F Premier Fund Managers Ltd 818,514 0.93 58 -3.33
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 76,530 83.34 5,529 69.41
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 9,173 17.29 625 -7.00
2025-08-15 13F Tower Research Capital LLC (TRC) 5,516 297.41 396 276.19
2025-08-13 13F Pictet Asset Management Holding SA 7,069 23.54 507 16.59
2025-08-26 NP PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares 920 66
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 16,784 11.51 1,143 -11.54
2025-08-14 13F Optiver Holding B.V. 406 24.54 29 20.83
2025-03-28 NP PRN - Invesco DWA Industrials Momentum 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 77,024 53.47 6,609 89.75
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 240,538 9.62 17,376 1.30
2025-07-31 13F Caitong International Asset Management Co., Ltd 117 3,800.00 8
2025-08-13 13F Hsbc Holdings Plc 5,552 395
2025-08-14 13F Fmr Llc 1,860,903 79.63 133,445 69.80
2025-06-26 NP FSCRX - Fidelity Small Cap Discovery 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 144,483 22.44 9,839 -2.82
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 1,540 6.94 110 0.92
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 29,199 0.17 2,109 -7.42
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 119,276 2.83 8,123 -18.40
2025-08-12 13F Charles Schwab Investment Management Inc 555,232 5.94 39,816 0.14
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 22,811 2.23 1,553 -18.86
2025-03-25 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 29,522 242.76 2,533 327.15
2025-08-07 13F ProShare Advisors LLC 10,752 3.63 771 -2.03
2025-08-01 13F Bessemer Group Inc 447,844 4.66 32 0.00
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 14,167 0.67 1,023 -7.00
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 1,288 105.10 92 95.74
2025-07-14 13F CHICAGO TRUST Co NA 3,052 219
2025-08-12 13F Rhumbline Advisers 80,821 11.88 5,796 5.77
2025-07-17 13F One Wealth Advisors, LLC 3,197 4.20 229 -1.29
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 10,882 16.35 780 10.01
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 2,334 5.14 159 -16.84
2025-08-15 13F Great West Life Assurance Co /can/ 21,830 13.29 2 0.00
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 11,254 9.23 766 -13.35
2025-08-11 13F Principal Securities, Inc. 202 18.82 14 7.69
2025-08-11 13F Rothschild Investment Llc 60 9.09 4 0.00
2025-08-13 13F Marshall Wace, Llp 112,011 8,032
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 1,892 7.50 136 1.50
2025-07-24 13F CWM Advisors, LLC 5,455 20.39 391 13.99
2025-08-08 13F/A Sterling Capital Management LLC 12,946 25,284.31 928 30,833.33
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 71,260 5.31 5,148 -2.68
2025-08-15 13F CI Private Wealth, LLC 9,747 4.37 694 -1.98
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 183 5.78 13 0.00
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 1,129 3.39 81 -2.44
2025-08-26 NP PNSAX - Putnam Small Cap Growth Fund Class C shares 75,300 5,400
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 35,449 18.44 2,542 11.98
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 19,990 0.60 1,361 -20.18
2025-08-25 NP SMCWX - SMALLCAP WORLD FUND INC Class A 4,230,982 26.31 303,404 19.40
2025-07-23 13F Roundview Capital LLC 47,327 17.08 3,394 10.67
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