CVCO / Cavco Industries, Inc. - Kepemilikan Institusional - Pembeli

Cavco Industries, Inc.
US ˙ NasdaqGS ˙ US1495681074

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Cavco Industries, Inc. meliputi JVMAX - John Hancock Disciplined Value Mid Cap Fund Class A, BPSIX - Boston Partners Small Cap Value Fund II INSTITUTIONAL, BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares, FNX - First Trust Mid Cap Core AlphaDEX Fund, VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Discretionary Portfolio Initial Class, Caxton Associates Llp, Hudson Bay Capital Management LP, PEZ - Invesco DWA Consumer Cyclicals Momentum ETF, SMIZ - Zacks Small/Mid Cap ETF, JHSC - John Hancock Multifactor Small Cap ETF, Polymer Capital Management (US) LLC, OWTEX - Old Westbury Total Equity Fund, PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I, R Squared Ltd, Axq Capital, Lp, FSCS - Mid Cap US Equity Select ETF, SummitTX Capital, L.P., Zhang Financial LLC, FNK - First Trust Mid Cap Value AlphaDEX Fund, dan DRW Securities, LLC .

Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)		 Saham Δ Saham
(%)		 Dilaporkan
Nilai
($1000)		 Nilai Δ
(%)		 Alokasi Port
(%)
2025-08-14 13F First Sabrepoint Capital Management Lp 30,000 100.00 13,033 67.21
2025-08-12 13F XTX Topco Ltd 3,094 257.27 1,344 198.67
2025-08-13 13F Jump Financial, LLC 23,070 3,047.34 10,022 2,537.37
2025-08-22 NP FEAC - Fidelity Enhanced U.S. All-Cap Equity ETF 5 2
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 4,960 5.22 2,155 -12.05
2025-06-25 NP FNK - First Trust Mid Cap Value 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 558 276
2025-08-25 NP TEEAX - RBC Small Cap Core Fund A Shares 1,050 1.94 456 -14.77
2025-08-14 13F Nebula Research & Development LLC 6,293 150.02 2,734 109.10
2025-08-15 13F Tower Research Capital LLC (TRC) 736 3,100.00 320 2,800.00
2025-08-14 NP FLSPX - SPECTRUM FUND Retail Class 735 33.15 319 11.54
2025-08-08 13F/A Sterling Capital Management LLC 19 137.50 8 100.00
2025-07-31 13F State of New Jersey Common Pension Fund D 3,773 1.10 1,639 -15.47
2025-08-22 NP WUSAX - Wanger USA 14,599 40.11 6,342 17.14
2025-08-14 13F Rafferty Asset Management, LLC 6,503 14.03 2,825 -4.66
2025-06-27 NP PEZ - Invesco DWA Consumer Cyclicals 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 2,183 1,078
2025-08-07 13F Guidance Capital, Inc 1,086 4.02 459 -14.04
2025-08-14 13F Voloridge Investment Management, Llc 21,654 9,407
2025-08-05 13F Crown Advisors Management, Inc. 8,000 33.33 3 0.00
2025-08-14 13F Petrus Trust Company, LTA 577 251
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 576 3.97 284 1.07
2025-08-14 13F Headlands Technologies LLC 1,402 609
2025-08-29 NP JVMAX - John Hancock Disciplined Value Mid Cap Fund Class A 80,673 35,047
2025-08-13 13F State Board Of Administration Of Florida Retirement System 2,737 146.35 1,189 106.07
2025-05-22 NP FSGS - Small Cap US Equity Select ETF 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 655 16.34 340 35.46
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 35 9.38 17 6.25
2025-07-25 13F Oregon Public Employees Retirement Fund 1,837 2.23 798 -14.47
2025-08-22 NP LACAX - Columbia Acorn Fund Class A 77,013 39.87 33,457 16.94
2025-07-25 NP PSLAX - Putnam Small Cap Value Fund Class A Shares 5,700 3.64 2,471 -14.32
2025-06-27 NP ESCQX - Embark Small Cap Equity Fund Retirement Class 23,833 3.54 11,770 0.52
2025-08-14 13F Punch & Associates Investment Management, Inc. 42,675 0.36 18,539 -16.09
2025-08-12 13F Summit Global Investments 2,104 304.62 1
2025-08-13 13F Arizona State Retirement System 2,214 0.77 962 -15.78
2025-08-29 NP STXK - Strive Small-Cap ETF 253 2.85 110 -14.17
2025-08-14 13F Price T Rowe Associates Inc /md/ 101,233 0.28 44 -17.31
2025-07-28 13F Allianz Asset Management GmbH 16,306 10.88 7,084 -7.30
2025-05-30 NP SIFAX - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 0 -100.00 0 -100.00
2025-08-15 NP ROFCX - Royce Opportunity Fund Consultant Class 9,874 2.86 4,290 -14.00
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 14,883 8.41 6,453 -10.37
2025-08-29 NP GFSIX - The Gabelli Global Financial Services Fund CLASS I 3,500 2.94 1,521 -13.93
2025-07-14 13F Park Avenue Securities Llc 1,189 1
2025-08-14 13F Holocene Advisors, LP 1,083 470
2025-07-30 NP SMIZ - Zacks Small/Mid Cap ETF 2,031 881
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 123,556 0.39 53,676 -16.07
2025-06-26 NP OWTEX - Old Westbury Total Equity Fund 1,181 583
2025-07-31 13F Caitong International Asset Management Co., Ltd 25 2,400.00 11
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 21,944 0.41 10,837 -2.51
2025-08-14 13F Bank Of America Corp /de/ 26,264 46.90 11,410 22.81
2025-07-29 13F Huntleigh Advisors, Inc. 1,548 5.52 672 -11.81
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 8,674 5.15 4,284 2.10
2025-05-05 13F Lindbrook Capital, Llc 12 9.09 6 50.00
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 135 1.50 59 -15.94
2025-08-08 13F Tortoise Investment Management, LLC 4 2
2025-08-14 13F Horizon Investments, LLC 1,820 791
2025-08-08 13F Gts Securities Llc 1,746 298.63 759 233.92
2025-07-25 NP AFSM - First Trust Active Factor Small Cap ETF 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 192 336.36 83 730.00
2025-04-01 NP PKW - Invesco BuyBack Achievers 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 4,468 30.87 2,273 62.40
2025-08-14 13F Lazard Asset Management Llc 3,432 2.20 1 0.00
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 21 425.00 10 400.00
2025-06-26 NP DFVEX - U.s. Vector Equity 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 202 11.60 100 7.61
2025-08-14 13F Gotham Asset Management, LLC 2,661 1,156
2025-08-13 13F Bridgewater Associates, LP 2,348 343.86 1,020 272.26
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 1,592 0.89 692 -15.63
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 14,946 18.19 7,381 14.75
2025-08-13 13F Jones Financial Companies Lllp 175 105.88 75 74.42
2025-08-08 13F SG Americas Securities, LLC 1,714 9.31 1
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Discretionary Portfolio Initial Class 2,930 1,273
2025-08-27 NP RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 159 28.23 69 7.81
2025-08-18 NP PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I 1,173 510
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 1,906 11.72 941 8.54
2025-07-24 13F IFP Advisors, Inc 0 6
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 1,238 0.08 538 -16.36
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 1,531 13.49 756 10.20
2025-08-14 13F Susquehanna Portfolio Strategies, LLC 1,700 325.00 739 256.52
2025-07-29 NP VFMO - Vanguard U.S. Momentum Factor ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,132 104.21 924 68.92
2025-08-04 13F Amalgamated Bank 2,284 0.04 1 -100.00
2025-08-27 NP VSEQX - Vanguard Strategic Equity 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 22,130 87.49 9,614 56.74
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 2,057 7.25 894 -10.34
2025-07-16 13F St Germain D J Co Inc 359 156
2025-06-26 NP FSSLX - Fidelity Series Small Cap Core Fund 23,662 8.73 11,685 5.57
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 2 1
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 6,126 3.37 2,661 -13.58
2025-07-30 NP ENDW - Cambria Endowment Style ETF 32 14
2025-08-14 13F Engineers Gate Manager LP 6,568 44.83 2,853 21.10
2025-06-26 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 4,617 84.31 2,280 78.96
2025-08-25 NP GONIX - Gotham Neutral Fund Institutional Class 210 4,100.00 91 4,450.00
2025-08-15 13F Caxton Associates Llp 2,850 1,238
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 64 60.00 32 55.00
2025-08-27 NP VSTCX - Vanguard Strategic Small-Cap Equity 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 10,070 187.14 4,375 140.07
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 344 8.86 149 -9.70
2025-08-27 NP VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 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 9,062 5.91 3,937 -11.45
2025-08-06 13F True Wealth Design, LLC 10 11.11 4 0.00
2025-06-25 NP FAB - First Trust Multi Cap Value 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 99 33.78 49 29.73
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 564 47.64 245 23.74
2025-08-12 13F Axq Capital, Lp 946 411
2025-08-12 13F Coldstream Capital Management Inc 554 0.18 241 -16.38
2025-08-14 13F Raymond James Financial Inc 16,507 31.52 7,171 9.97
2025-08-05 13F Simplex Trading, Llc Put 1,500 1
2025-08-05 13F Simplex Trading, Llc 186 0
2025-07-09 13F Harbor Capital Advisors, Inc. 23,791 3.87 10 -9.09
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 455 197
2025-07-25 13F LRI Investments, LLC 13 6
2025-04-29 NP SECAX - SIIT Small Cap II Fund - Class A 716 5.14 376 48.22
2025-07-11 13F Farther Finance Advisors, LLC 88 151.43 38 111.11
2025-08-14 13F Ubs Asset Management Americas Inc 24,554 37.36 10,667 14.84
2025-08-13 13F Schroder Investment Management Group 130,106 76.95 56,522 49.57
2025-08-27 NP Brighthouse Funds Trust II - Loomis Sayles Small Cap Growth Portfolio Class A 4,643 1.07 2,017 -15.50
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 20 9
2025-08-22 NP XFBRX - Mid Cap Portfolio Investor Class 84,300 11.51 36,622 -6.78
2025-08-12 13F Legal & General Group Plc 21,817 1.98 9,478 -14.74
2025-08-27 NP OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 80 35
2025-08-08 13F Larson Financial Group LLC 1 0
2025-08-18 13F Wolverine Trading, Llc 1,217 11.75 524 -6.44
2025-07-28 NP NBMIX - Neuberger Berman Small Cap Growth Fund Investor Class 10,841 4.24 4,701 -13.84
2025-08-14 13F State Of Wisconsin Investment Board 12,212 33.86 5,305 11.92
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 7,061 10.05 3,487 6.86
2025-06-20 NP ABLS - Abacus FCF Small Cap Leaders ETF 27 13
2025-08-18 13F Wolverine Trading, Llc Put 700 301
2025-08-12 13F/A Boston Partners 201,947 5,371.34 87,847 4,482.52
2025-08-13 13F Capital World Investors 639,505 0.08 277,820 -16.33
2025-07-29 NP BPLSX - Boston Partners Long/Short Equity Fund INSTITUTIONAL 1,785 0.22 774 -17.24
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 398 34.01 197 29.80
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 2,390 0.67 1,180 -2.24
2025-08-12 13F Public Sector Pension Investment Board 30,395 5.59 13,204 -11.73
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 5,892 0.10 2,560 -16.32
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 1,076 10.13 531 7.06
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 4,901 283.79 2,129 221.12
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 7,224 298.02 3,138 287.89
2025-07-28 13F Moran Wealth Management, LLC 1,475 3.22 641 -13.75
2025-08-08 13F SBI Securities Co., Ltd. 10 11.11 4 0.00
2025-07-15 13F Fifth Third Bancorp 399 1.27 173 -15.20
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 1 0
2025-08-21 NP LUSIX - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 225 8.70 98 -9.35
2025-08-08 13F Westbourne Investment Advisors, Inc. 13,187 1.88 5,729 -14.84
2025-08-12 13F Franklin Resources Inc 12,218 11.75 5,308 -6.58
2025-08-05 13F Bank of New York Mellon Corp 63,967 14.09 27,789 -4.61
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 1,296 4.10 640 1.11
2025-07-25 13F Cascade Investment Advisors, Inc. 2,527 1,098
2025-08-07 13F Illinois Municipal Retirement Fund 4,397 4.24 1,910 -12.83
2025-08-14 13F Balyasny Asset Management Llc 19,544 2,207.44 8,490 1,829.55
2025-08-14 13F Wells Fargo & Company/mn 8,486 4.71 3,687 -12.47
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 1,464 12.70 723 9.39
2025-08-13 13F Renaissance Technologies Llc 12,509 433.21 5,434 345.78
2025-07-31 13F Moloney Securities Asset Management, LLC 795 53.47 345 28.25
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 414 208.96 180 358.97
2025-08-14 13F Qube Research & Technologies Ltd 20,810 600.67 9,040 485.87
2025-08-14 13F Two Sigma Investments, Lp 10,170 4,418
2025-08-14 13F Susquehanna International Group, Llp 11,455 1.74 4,976 -14.94
2025-08-14 13F Susquehanna International Group, Llp Put 19,200 308.51 8,341 241.56
2025-04-29 NP SEIAX - SIIT Multi-Asset Real Return Fund - Class A 0 -100.00 0 -100.00
2025-08-14 13F/A Barclays Plc 21,639 32.34 9 12.50
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 5,161 2.77 2,242 -14.07
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 422 5.24 183 -12.02
2025-08-13 13F Bare Financial Services, Inc 12 500.00 5 400.00
2025-08-11 13F Vanguard Group Inc 804,106 3.78 349,328 -13.24
2025-08-14 13F Quarry LP 16 7
2025-08-25 13F/A Neuberger Berman Group LLC 22,088 3.71 9,596 -13.29
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 1,424 0.64 617 -16.85
2025-08-15 13F State of Tennessee, Treasury Department 3,647 3.58 1,584 -13.40
2025-07-28 NP HDG - ProShares Hedge Replication ETF 11 10.00 5 -20.00
2025-08-14 13F Two Sigma Advisers, Lp 1,800 260.00 782 201.54
2025-08-08 13F Atlantic Trust, LLC 3 1
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 184 10.18 80 -8.14
2025-08-26 NP PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares 2,700 22.73 1,173 2.54
2025-07-09 13F Massmutual Trust Co Fsb/adv 5 25.00 2 0.00
2025-08-13 13F EverSource Wealth Advisors, LLC 48 92.00 21 66.67
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 558 3.72 242 -13.26
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 5,246 2,279
2025-07-15 13F Sheets Smith Wealth Management 2,214 2.03 962 -14.73
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 17,200 9.55 7,472 -8.41
2025-08-12 13F Trexquant Investment LP 10,306 74.50 4,477 45.93
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 291 87.74 126 57.50
2025-08-12 13F Magnetar Financial LLC 898 65.99 390 38.79
2025-08-12 13F LPL Financial LLC 2,697 26.80 1,172 5.97
2025-04-24 NP OASC - OneAscent Small Cap Core ETF 295 6.88 155 8.45
2025-08-27 NP PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 7,190 0.70 3,124 -15.82
2025-08-14 13F DRW Securities, LLC 478 208
2025-08-14 13F Spears Abacus Advisors LLC 4,824 509.86 2,096 409.73
2025-07-22 13F Hunter Perkins Capital Management, LLC 2,700 23.68 1 0.00
2025-07-24 NP FSHOX - Construction and Housing Portfolio 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 11,300 7.62 4,900 -11.04
2025-08-01 13F Zhang Financial LLC 738 321
2025-07-29 NP BOGIX - Bogle Investment Management Small Cap Growth Fund 2,077 299.42 901 230.88
2025-07-09 13F Bruce G. Allen Investments, LLC 1 0
2025-06-30 NP SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF 51 25
2025-08-14 13F State Street Corp 380,682 6.09 165,380 -11.31
2025-05-15 13F/A Orion Portfolio Solutions, LLC 4,635 4.37 2,408 21.55
2025-08-15 13F SkyView Investment Advisors, LLC 2,372 2.60 1 0.00
2025-08-13 13F Norges Bank 14,528 6,311
2025-07-29 NP BPSIX - Boston Partners Small Cap Value Fund II INSTITUTIONAL 5,196 2,253
2025-06-30 NP XSMO - Invesco S&P 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 25,173 627.12 12,432 1,803.68
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 1,942 2.91 844 -13.98
2025-08-18 13F/A Hudson Bay Capital Management LP 2,482 1,078
2025-08-14 13F Capstone Investment Advisors, Llc 1,384 601
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 240 10.60 104 -7.14
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 10,265 2.56 4,459 -14.25
2025-08-14 13F Vident Advisory, LLC 3,765 476.57 1,636 382.30
2025-07-31 13F Quest Partners LLC 3,269 34.53 1,420 12.52
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 147,926 100.83 64,140 66.02
2025-05-29 NP THBVX - Victory THB US Small Opportunities Fund A 310 181.82 161 228.57
2025-07-29 NP VRTTX - Vanguard Russell 3000 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 635 7.26 275 -11.29
2025-07-31 13F R Squared Ltd 1,150 500
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 2,246 5.94 1,109 2.88
2025-07-17 13F Lakewood Asset Management LLC 899 0.11 391 -16.31
2025-08-26 NP Profunds - Profund Vp Small-cap Growth 184 2.22 80 -15.05
2025-08-20 NP RUSC - U.S. Small Cap Equity Active ETF 86 37
2025-07-24 NP HSMNX - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 1,755 2,480.88 761 4,650.00
2025-08-12 13F MAI Capital Management 8 3
2025-05-15 13F Texas Permanent School Fund 4,638 2,290
2025-08-25 NP GARIX - Gotham Absolute Return Fund Institutional Class 920 38.97 400 74.24
2025-08-22 NP FESM - Fidelity Enhanced Small Cap ETF 10,415 647.13 4,525 524.86
2025-08-14 13F SummitTX Capital, L.P. 739 321
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 2,649 3.23 1,151 -13.73
2025-05-30 NP EHLS - Even Herd Long Short ETF 272 1.12 141 17.50
2025-07-15 13F Fortitude Family Office, LLC 5 150.00 2 100.00
2025-08-05 13F Bank Of Montreal /can/ 1,364 0.37 593 -16.15
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 714 6.09 310 -11.17
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 216 27.06 94 5.68
2025-08-08 13F Hartland & Co., LLC 29 13
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 197 8.24 85 -10.53
2025-07-11 13F/A Umb Bank N A/mo 34 47.83 15 27.27
2025-08-06 13F Commonwealth Equity Services, Llc 696 2.20 0
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 37 105.56 19 137.50
2025-08-04 13F Hantz Financial Services, Inc. 5 0
2025-03-21 NP HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio 1,560 1,460.00 793 3,204.17
2025-07-23 13F Klp Kapitalforvaltning As 2,100 5.00 912 -12.22
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 258,551 0.77 112,322 -15.76
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 4,668 75.75 2,028 46.88
2025-08-26 NP SHRT - Gotham Short Strategies ETF 9 4
2025-08-13 13F Northwestern Mutual Wealth Management Co 199 12.43 86 -5.49
2025-08-04 13F Assetmark, Inc 2 1
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 3,102 1,532
2025-08-14 13F D. E. Shaw & Co., Inc. 3,308 373.25 1,437 295.87
2025-08-04 13F Strs Ohio 2,600 8.33 1,130 -9.46
2025-07-29 NP BLUIX - BLUEPRINT GROWTH FUND Institutional Class 246 107
2025-08-14 13F Dark Forest Capital Management Lp 8,785 97.90 3,816 65.48
2025-08-14 13F Citadel Advisors Llc Put 3,800 18.75 1,651 -0.72
2025-08-26 NP FSCS - Mid Cap US Equity Select ETF 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 790 343
2025-08-14 13F Boothbay Fund Management, Llc 3,638 81.90 1,580 52.07
2025-06-30 NP VEXPX - VANGUARD EXPLORER FUND Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 32,454 271.54 16,027 260.81
2025-08-14 13F Citadel Advisors Llc 17,290 50.11 7,511 25.50
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 18,963 32.03 9,365 28.19
2025-09-04 13F/A Advisor Group Holdings, Inc. 120 118.18 57 103.57
2025-08-12 13F Proequities, Inc. Put 0 0
2025-06-25 NP WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio 9,559 42.69 4,721 38.54
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Proequities, Inc. 0 0
2025-07-16 13F State of Alaska, Department of Revenue 4,769 7.41 2 0.00
2025-07-29 NP EBI - Longview Advantage ETF 120 2,900.00 52 2,500.00
2025-08-14 13F Fmr Llc 506,703 49.15 220,127 24.70
2025-06-18 NP NWHDX - Nationwide Bailard Cognitive Value Fund Class A 400 198
2025-06-26 NP JHSC - John Hancock Multifactor Small Cap ETF 1,598 789
2025-08-14 13F Twinbeech Capital Lp 3,720 1,616
2025-08-01 13F Teacher Retirement System Of Texas 15,479 244.74 6,725 188.21
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 5,064 4.22 2,501 1.17
2025-08-08 13F Avantax Advisory Services, Inc. 538 4.26 234 -13.06
2025-08-14 13F Polymer Capital Management (US) LLC 1,240 539
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 40,356 6.41 17,498 -12.03
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2,712 17.30 1,178 -1.92
2025-08-13 13F Centiva Capital, LP 3,050 1,325
2025-07-28 NP VCSLX - Small Cap Index Fund 3,418 8.06 1,482 -10.67
2025-08-01 13F Bessemer Group Inc 54,618 4.65 24 -14.81
2025-08-07 13F Parkside Financial Bank & Trust 134 1,814.29 58 1,833.33
2025-08-27 13F/A Squarepoint Ops LLC 2,365 1,027
2025-08-26 NP BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 3,436 1,493
2025-07-07 13F Versant Capital Management, Inc 12 140.00 5 150.00
2025-08-25 NP DSMC - Distillate Small/Mid Cash Flow ETF 3,172 5.56 1,378 2.84
2025-07-23 13F High Note Wealth, LLC 8 60.00 3 50.00
2025-08-05 13F Mountain Hill Investment Partners Corp. 65 30.00 28 12.00
2025-08-08 13F Vestcor Inc 851 96.99 0
2025-08-14 13F Man Group plc 26,647 297.24 11,576 232.17
2025-08-12 13F Handelsbanken Fonder AB 76,586 41.08 33 17.86
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 1,434 2.28 623 -14.56
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 2,845 2.89 1,236 -14.00
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 53 130.43 28 170.00
2025-08-14 13F Prelude Capital Management, Llc 11,430 89.77 4,966 58.68
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 11,408 4.29 4,946 -13.79
2025-08-07 13F Verus Capital Partners, Llc 748 8.72 325 -9.24
2025-08-28 NP XHB - SPDR(R) S&P(R) Homebuilders 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 73,721 53.27 32,027 28.14
2025-06-27 NP RSSL - Global X Russell 2000 ETF 4,885 3.61 2,412 0.58
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 2,832 11.15 1,399 7.87
2025-08-08 13F Intech Investment Management Llc 5,314 7.33 2,309 -10.26
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 63 0
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 393 3.97 194 1.04
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