CWEN / Clearway Energy, Inc. - Kepemilikan Institusional - Pembeli

Clearway Energy, Inc.
US ˙ NYSE ˙ US18539C2044

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Clearway Energy, Inc. meliputi Tortoise Capital Series Trust - Tortoise Energy Infrastructure Total Return Fund A Class, Northside Capital Management, LLC, FIUIX - Fidelity Telecom and Utilities Fund, NOSGX - Northern Small Cap Value Fund, SIXS - 6 Meridian Small Cap Equity ETF, Glenmede Investment Management, LP, SIXL - 6 Meridian Low Beta Equity Strategy ETF, QBA2Q - Balanced Portfolio Initial Class, RTSSX - Tax-Managed U.S. Mid & Small Cap Fund Class S, CUSUX - Six Circles U.S. Unconstrained Equity Fund, Lazard Freres Gestion S.A.S., AMTAX - AB All Market Real Return Portfolio Class A, First Citizens Bank & Trust Co, Union Bancaire Privee, UBP SA, Polymer Capital Management (US) LLC, WSML - iShares MSCI World Small-Cap ETF, THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A, Advanced Series Trust - Ast Preservation Asset Allocation Portfolio, ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio, dan Mount Yale Investment Advisors, 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
(%)
2025-08-01 13F Bessemer Group Inc 778 21.94 0
2025-07-29 NP SUVAX - PGIM QMA LARGE-CAP VALUE FUND Class A 30,700 332.39 945 376.77
2025-07-16 13F Signaturefd, Llc 7,376 14.48 236 21.03
2025-08-13 13F Arizona State Retirement System 24,182 1.78 774 7.51
2025-08-26 NP JMEE - JPMorgan Market Expansion Enhanced Equity ETF 80,698 67.75 2,582 77.34
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 61,220 0.62 1,959 6.41
2025-06-27 NP VCLN - Virtus Duff & Phelps Clean Energy ETF 6,399 19.25 188 34.53
2025-07-25 13F Griffin Asset Management, Inc. 27,222 0.02 871 5.83
2025-08-14 13F Hilton Capital Management, LLC 65,443 10.65 2,094 16.98
2025-08-04 13F Hantz Financial Services, Inc. 170 0
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 37,636 0.56 1,158 10.50
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 86,621 4.67 2,541 18.46
2025-08-20 NP QNZNX - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N Short -642 101.25 -21 122.22
2025-07-25 NP PRDAX - Diversified Real Asset Fund Class A 82,385 2,535
2025-07-15 13F Main Street Group, LTD 284 1.07 9 12.50
2025-06-25 NP REVS - Columbia Research Enhanced Value ETF 852 12.40 25 26.32
2025-07-24 13F CWM Advisors, LLC 26,751 856
2025-08-07 13F Hennion & Walsh Asset Management, Inc. 15,296 63.65 489 73.40
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 11,818 378
2025-07-14 13F AdvisorNet Financial, Inc 7 0
2025-08-14 13F Headlands Technologies LLC 1,343 43
2025-08-13 13F Bridgewater Associates, LP 8,857 283
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 100,241 2.62 3,208 8.49
2025-08-14 13F Icon Wealth Advisors, LLC 6,284 79.59 201 91.43
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 7,438 6.70 218 21.11
2025-08-18 13F Geneos Wealth Management Inc. 635 27.00 20 33.33
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 4,098 2.32 131 8.26
2025-08-25 NP RGAVX - RARE Global Infrastructure Value Fund Class A 58,469 1,871
2025-08-13 13F Northwest & Ethical Investments L.P. 267,053 4.08 8,546 10.03
2025-07-23 13F Maryland State Retirement & Pension System 29,149 1.11 933 6.88
2025-08-11 13F Intrust Bank Na 11,402 37.86 365 45.60
2025-08-20 NP LSPAX - LoCorr Spectrum Income Fund Class A 23,574 66.92 754 105.45
2025-08-08 13F Larson Financial Group LLC 202 225.81 6 500.00
2025-07-11 13F Diversified Trust Co 17,965 15.23 575 21.87
2025-08-14 13F Occudo Quantitative Strategies Lp 49,115 1,572
2025-08-26 NP Profunds - Profund Vp Small-cap Value 1,818 0.72 58 7.41
2025-07-29 13F Spirit Of America Management Corp/ny 15,300 5.15 490 11.14
2025-08-12 13F Rare Infrastructure Ltd 2,500,083 80,003
2025-06-26 NP FSMDX - Fidelity Mid 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 278,815 8.34 8,180 22.60
2025-08-14 13F Susquehanna International Group, Llp Put 73,000 11.11 2,336 17.51
2025-08-26 NP TMSL - T. Rowe Price Small-Mid Cap ETF 69,103 46.33 2,211 54.72
2025-08-14 13F GWM Advisors LLC 279 1.09 9 0.00
2025-08-13 13F Jump Financial, LLC 6,707 215
2025-08-05 13F Bank Of Montreal /can/ 100,959 3.98 3,231 9.90
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 390 11
2025-08-14 13F Lazard Asset Management Llc 12,532 22.22 0
2025-08-14 13F Summit Trail Advisors, Llc 12,341 71.38 395 81.57
2025-07-14 13F GAMMA Investing LLC 2,772 26.52 89 33.33
2025-08-12 13F Pathstone Holdings, LLC 32,457 12.90 1,039 19.31
2025-06-25 NP PTMAX - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 17,000 499
2025-08-12 13F Dimensional Fund Advisors Lp 1,174,383 0.87 37,581 6.64
2025-06-24 NP SWLVX - Schwab U.S. Large-Cap Value 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 3,721 3.62 109 17.20
2025-08-12 13F Global Retirement Partners, LLC 505 14.00 16 45.45
2025-08-26 13F/A Thrivent Financial For Lutherans 279,944 1.73 9 0.00
2025-08-14 13F Schonfeld Strategic Advisors LLC 33,186 12.70 1,062 19.08
2025-06-25 NP FYC - First Trust Small Cap Growth AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 66,966 42.15 1,965 23.83
2025-06-26 NP TLORX - Transamerica Large Value Opportunities R 49,534 180.36 1,453 217.25
2025-07-21 13F Abundance Wealth Counselors 39,158 1.62 1 0.00
2025-06-30 NP ZAP - Global X U.S. Electrification ETF 9,755 7.49 286 21.70
2025-08-14 13F Silvercrest Asset Management Group Llc 68,054 3.73 2,178 9.67
2025-07-28 NP AVMV - Avantis U.S. Mid Cap Value ETF 1,494 30.59 46 40.63
2025-08-27 NP CFGIX - Cromwell Foresight Global Sustainable Infrastructure Fund Institutional Class 53,689 4.90 1,718 10.91
2025-08-15 13F Great West Life Assurance Co /can/ 85,399 14.35 3 0.00
2025-06-26 NP AMTAX - AB All Market Real Return Portfolio Class A 14,688 431
2025-08-07 13F Parkside Financial Bank & Trust 631 6.95 20 17.65
2025-08-08 13F/A Sterling Capital Management LLC 5,562 21.34 178 28.26
2025-08-13 13F Bare Financial Services, Inc 188 203.23 6 500.00
2025-08-22 NP CVMC - Calvert US Mid-Cap Core Responsible Index ETF 760 5.70 24 14.29
2025-08-19 13F Advisory Services Network, LLC 30,452 2.71 994 10.70
2025-05-27 NP QBA2Q - Balanced Portfolio Initial Class 29,000 878
2025-08-11 13F Principal Securities, Inc. 7 0
2025-08-20 NP QMFNX - AQR MS Fusion Fund Class N Short -1,628 -52
2025-08-27 NP PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 74,300 0.68 2,378 6.45
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 23,724 1.07 696 14.47
2025-08-13 13F Northwestern Mutual Wealth Management Co 6,818 172.72 218 190.67
2025-08-04 13F ELCO Management Co., LLC 7,645 0.66 245 6.55
2025-08-14 13F Alliancebernstein L.p. 40,986 3.86 1,312 9.80
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 32,732 5.08 1,047 11.15
2025-08-26 NP IRMAX - Voya RussellTM Mid Cap Index Portfolio Class ADV 6,639 0.93 212 6.53
2025-07-31 13F Lazard Freres Gestion S.A.S. 19,500 1
2025-08-14 13F Hancock Whitney Corp 369,023 441.14 11,809 472.09
2025-07-15 13F Td Private Client Wealth Llc 502 3.72 16 14.29
2025-08-14 13F Glenmede Investment Management, LP 36,869 1,180
2025-08-14 13F Stifel Financial Corp 27,170 3.32 869 9.31
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 29,609 4.04 947 9.99
2025-06-25 NP FXU - First Trust Utilities AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,661,836 304.49 48,758 357.69
2025-08-01 13F Teacher Retirement System Of Texas 14,045 15.99 449 22.68
2025-08-26 NP IWB - iShares Russell 1000 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 60,025 0.67 1,921 6.43
2025-08-06 13F Agf Management Ltd 21,830 33.66 699 41.30
2025-05-28 NP ESIX - SPDR S&P SmallCap 600 ESG 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 716 4.07 22 23.53
2025-08-27 NP Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 4,100 131
2025-08-14 13F CIBC Asset Management Inc 9,183 1.50 294 7.33
2025-08-26 NP NOSGX - Northern Small Cap Value Fund 161,405 5,165
2025-08-08 13F Creative Planning 20,281 8.46 649 14.49
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 10,860 5.54 319 19.55
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 604 9.42 19 18.75
2025-08-14 13F Ubs Asset Management Americas Inc 435,391 4.12 13,933 10.06
2025-08-13 13F RWC Asset Management LLP 664,188 4.21 21,254 10.18
2025-08-18 13F/A National Bank Of Canada /fi/ 323 10
2025-06-25 NP TASVX - PGIM QMA SMALL-CAP VALUE FUND Class Z 22,300 654
2025-08-20 NP AQMIX - AQR Managed Futures Strategy Fund Class I Short -23,452 108.52 -750 120.59
2025-08-13 13F Capital Fund Management S.a. 14,177 454
2025-08-28 NP USVM - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 128,116 2.76 4,100 8.61
2025-08-11 NP CMEUX - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 23,820 0.20 762 5.98
2025-08-12 13F American Century Companies Inc 193,969 1.40 6,207 7.20
2025-06-23 NP IYY - iShares Dow Jones U.S. 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 3,377 1.81 99 15.12
2025-07-25 13F JustInvest LLC 32,880 8.95 1,052 15.22
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 11,114 10.98 326 25.87
2025-08-27 NP RYUIX - Utilities Fund Investor Class 8,333 39.60 267 47.78
2025-08-15 13F Tower Research Capital LLC (TRC) 1,829 52.16 59 61.11
2025-08-13 13F Amundi 168,415 24.66 5,384 29.45
2025-08-11 13F Greenland Capital Management LP 10,166 325
2025-08-12 13F Axq Capital, Lp 19,919 130.14 637 144.06
2025-08-14 13F Bank Of America Corp /de/ 669,876 19.55 21,436 26.38
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 9,448 2.00 308 10.00
2025-07-31 13F Caitong International Asset Management Co., Ltd 251 30.05 8 60.00
2025-07-28 NP AVUQ - Avantis U.S. Quality ETF 349 11
2025-08-13 13F Congress Wealth Management LLC / DE / 15,185 3.58 486 9.48
2025-08-27 NP CGJAX - Calvert US Large-Cap Growth Responsible Index Fund Class A 600 19
2025-07-30 13F Insight Advisors, LLC/ PA 15,994 0.30 512 6.02
2025-08-01 13F Envestnet Asset Management Inc 64,169 21.07 2,053 27.99
2025-08-14 13F Susquehanna Portfolio Strategies, LLC 16,207 44.34 519 52.80
2025-07-28 13F Allianz Asset Management GmbH 196,337 9.10 6,283 15.33
2025-08-12 13F XTX Topco Ltd 68,555 2,194
2025-04-14 NP TORIX - Tortoise MLP & Pipeline Fund Institutional Class Shares 596,151 10.45 16,704 4.94
2025-06-24 NP SWMCX - Schwab U.S. Mid-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 18,913 16.18 555 31.28
2025-08-12 13F Dynamic Technology Lab Private Ltd 19,194 614
2025-08-14 13F Farringdon Capital, Ltd. 17,936 574
2025-08-20 NP QRPNX - AQR Alternative Risk Premia Fund Class N Short -10,519 58.95 -337 68.00
2025-08-13 13F First Trust Advisors Lp 2,171,301 3.71 69,482 9.63
2025-08-15 13F Morgan Stanley 2,747,899 9.64 87,933 15.91
2025-08-12 13F Public Sector Pension Investment Board 283,831 8.07 9,083 14.24
2025-06-26 NP FIOOX - Fidelity Series Large 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 27,873 2.78 818 16.22
2025-08-28 NP TPSC - Timothy Plan US Small Cap Core ETF 17,402 10.55 557 16.81
2025-08-18 13F Wolverine Trading, Llc 6,820 219
2025-08-18 13F Wolverine Trading, Llc Call 20,200 16.76 649 24.57
2025-07-15 13F Fortitude Family Office, LLC 18 1
2025-05-15 13F Texas Permanent School Fund 39,399 1,156
2025-08-28 NP STFGX - State Farm Growth Fund 517,100 29.21 16,547 36.59
2025-06-24 NP NBET - Neuberger Berman Carbon Transition & Infrastructure ETF 29,633 73.36 869 96.16
2025-07-17 13F Sound Income Strategies, LLC 180 6
2025-08-12 13F Jpmorgan Chase & Co 478,991 6.18 15,329 12.26
2025-07-29 NP Tortoise Capital Series Trust - Tortoise Energy Infrastructure Total Return Fund A Class 560,643 17,251
2025-08-27 NP OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 3,300 1,550.00 106 1,650.00
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 4,098 5.70 120 20.00
2025-07-10 13F Exchange Traded Concepts, Llc 69,328 4.29 2,218 10.24
2025-08-14 13F Bramshill Investments, LLC 25,719 823
2025-08-12 13F SRS Capital Advisors, Inc. 69 56.82 2 100.00
2025-08-08 13F SBI Securities Co., Ltd. 2,964 0.68 95 5.62
2025-08-12 13F Pacer Advisors, Inc. 772,637 182.79 24,724 198.96
2025-08-14 13F Brevan Howard Capital Management LP 45,896 233.74 1,469 252.88
2025-07-28 NP PSCU - Invesco S&P SmallCap Utilities & Communication Services 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 16,897 4.68 520 14.82
2025-08-14 13F Uniplan Investment Counsel, Inc. 83,548 32.45 2,674 40.02
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 0 -100.00 0 -100.00
2025-07-30 NP ACES - ALPS Clean Energy ETF 137,238 22.81 4,223 34.85
2025-06-26 NP SMCO - Hilton Small-MidCap Opportunity ETF 45,408 8.18 1,332 22.43
2025-08-22 NP FMDE - Fidelity Enhanced Mid Cap ETF 94,185 48.29 3,014 56.76
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 181,720 36.75 5,332 54.75
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 26,375 6.26 844 12.38
2025-07-30 NP Tortoise Essential Assets Income Term Fund 107,656 179.74 3,313 207.24
2025-07-29 NP VRVIX - Vanguard Russell 1000 Value 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 46,113 8.52 1,419 19.16
2025-08-29 NP DON - WisdomTree U.S. MidCap Dividend Fund N/A 283,729 0.07 9,079 5.79
2025-08-06 13F AE Wealth Management LLC 87,427 2.70 2,798 8.58
2025-08-20 NP QLEIX - AQR Long-Short Equity Fund Class I Short -373,824 206.02 -11,962 223.56
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 429,912 1,116.74 13,757 1,186.90
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 5,005 154
2025-07-24 13F IFP Advisors, Inc 1,249 1,736.76 40 1,850.00
2025-07-29 NP SIXL - 6 Meridian Low Beta Equity Strategy ETF 29,254 900
2025-08-13 13F Transce3nd, LLC 20,488 6.38 655 12.54
2025-08-12 13F Putnam Fl Investment Management Co 18,086 39.63 579 47.45
2025-07-24 13F Costello Asset Management, INC 671 1.21 21 5.00
2025-06-25 NP DIVB - iShares U.S. Dividend and Buyback 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 3,736 19.67 110 36.25
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 33 1
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 13 0
2025-07-28 NP MSLC - Morgan Stanley Pathway Large Cap Equity ETF 2,939 24.80 90 38.46
2025-07-22 13F HFM Investment Advisors, LLC 4 300.00 0
2025-08-13 13F PineBridge Investments, L.P. 168,809 56.98 5,402 65.93
2025-07-21 13F Cromwell Holdings LLC 6 0
2025-05-27 NP RNEW - VanEck Green Infrastructure ETF 839 0.12 25 19.05
2025-06-30 NP COWG - Pacer US Large Cap Cash Cows Growth Leaders ETF 311,840 103.16 9,149 129.87
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 2,420,675 1.78 77,462 7.59
2025-08-13 13F Norges Bank 840,514 26,896
2025-06-26 NP FLAPX - Fidelity Flex Mid 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 3,560 10.39 104 25.30
2025-08-14 13F Wells Fargo & Company/mn 110,579 0.59 3,539 6.34
2025-07-15 13F Fifth Third Bancorp 2,650 33.23 85 40.00
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 4,130 59.03 121 80.60
2025-07-14 13F UMA Financial Services, Inc. 98 3
2025-07-29 NP Tortoise Capital Series Trust - Tortoise Essential Energy Fund 296,451 77.05 9,122 94.44
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 2,067 35.27 66 43.48
2025-06-25 NP SPRAX - Pgim Qma Mid-cap Value Fund Class A 27,500 35.47 807 53.23
2025-08-12 13F Coston, McIsaac & Partners 272 1.12 0
2025-07-14 13F Proathlete Wealth Management Llc 25 1
2025-06-18 NP RTSSX - Tax-Managed U.S. Mid & Small Cap Fund Class S 23,563 691
2025-07-22 13F Bay Harbor Wealth Management, LLC 5 400.00 0
2025-08-05 13F Bank of New York Mellon Corp 1,989,712 4.30 63,671 10.26
2025-08-14 13F California State Teachers Retirement System 76,528 0.90 2,449 6.67
2025-03-31 NP FSST - Fidelity Sustainability U.S. Equity ETF 3,050 0.13 79 -8.14
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 68,990 16.59 2,123 27.99
2025-06-25 NP FUTY - Fidelity MSCI Utilities 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 106,603 2.69 3,128 16.20
2025-06-25 NP FYX - First Trust Small Cap Core AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 50,841 9.44 1,492 23.84
2025-07-28 NP AVLC - Avantis U.S. Large Cap Equity ETF 1,288 40
2025-08-12 13F Franklin Resources Inc 1,562,916 8.07 50,013 14.25
2025-07-11 13F Farther Finance Advisors, LLC 4,443 9.25 142 15.45
2025-08-14 13F Treasurer of the State of North Carolina 38,000 1.35 1 0.00
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 37,700 2.73 1,206 8.65
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 71,548 254.02 2,099 289.42
2025-08-22 NP BTAL - AGFiQ U.S. Market Neutral Anti-Beta Fund Short -45,090 -23.00 -1,443 -18.62
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 11,116 356
2025-08-13 13F Cerity Partners LLC 68,489 1.75 2,192 7.56
2025-08-14 13F UBS Group AG 868,834 47.25 27,803 55.67
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 1,476 0
2025-07-10 13F Fulton Bank, N.a. 13,884 0.95 444 6.73
2025-07-31 13F Asset Management One Co., Ltd. 44,907 207.54 1,437 225.11
2025-08-08 13F Cetera Investment Advisers 15,646 80.44 501 90.84
2025-08-20 NP QMNIX - AQR Equity Market Neutral Fund Class I Short -239,040 122.85 -7,649 135.64
2025-08-12 13F Proequities, Inc. 0 0
2025-07-25 13F Yousif Capital Management, Llc 30,913 0.95 989 6.80
2025-08-14 13F Hilltop Holdings Inc. 21,939 8.78 702 15.08
2025-05-27 NP Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central 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 98,700 104.70 2,988 134.09
2025-08-27 NP Advanced Series Trust - Ast Advanced Strategies Portfolio 20,000 104.08 640 116.22
2025-07-28 NP VCGAX - Growth & Income Fund 14,629 15.62 450 27.12
2025-08-20 NP QHFRX - AQR MS Fusion HV Fund Class R6 Short -1,799 -58
2025-06-26 NP FLCOX - Fidelity Large 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 35,882 8.30 1,053 22.47
2025-08-27 NP Jnl Series Trust - Jnl/mellon Utilities Sector Fund (a) 40,730 17.28 1,303 23.98
2025-08-28 NP STFBX - State Farm Balanced Fund 70,200 148.94 2,246 163.31
2025-08-12 13F/A Castellan Group, LLC 123,727 4.50 3,959 10.49
2025-08-27 NP ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 2,000 64
2025-08-29 NP SOIUX - Spirit of America Utilities Fund Institutional Shares 15,300 5.15 490 11.14
2025-07-29 NP EBI - Longview Advantage ETF 3,244 1,808.24 100 2,375.00
2025-08-20 NP QMHIX - AQR Managed Futures Strategy HV Fund Class I Short -17,733 375.80 -567 406.25
2025-08-27 NP Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 51,240 2,411.76 1,640 2,586.89
2025-08-15 13F Brookfield Asset Management Inc. 181,032 11.24 5,793 17.62
2025-08-12 13F Clear Street Markets Llc 677 22
2025-08-22 NP FIMVX - Fidelity Mid 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 11,989 28.78 384 36.30
2025-08-22 NP CVLC - Calvert US Large-Cap Core Responsible Index ETF 1,084 7.75 35 13.33
2025-08-12 13F O'shaughnessy Asset Management, Llc 4,951 158
2025-08-28 NP SMMD - iShares Russell 2500 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 18,899 2.12 605 7.86
2025-08-14 13F Principal Street Partners, LLC 234,019 5.64 7,489 11.68
2025-08-06 13F Fox Run Management, L.l.c. 18,562 594
2025-08-29 NP MFUS - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1,058 8.62 34 13.79
2025-08-20 NP AQRNX - AQR Multi-Asset Fund Class N Short -24,291 599.42 -777 640.00
2025-07-29 NP VRNIX - Vanguard Russell 1000 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 14,642 5.13 451 15.38
2025-08-11 13F Alps Advisors Inc 180,317 6.40 5,770 12.50
2025-08-20 NP QCFIX - AQR CVX Fusion Fund Class I Short -413 -13
2025-08-26 NP GFSYX - Strategic Alternatives Fund Institutional -10 11.11
2025-06-25 NP RECS - Columbia Research Enhanced Core ETF 15,070 46.74 442 66.17
2025-08-28 NP ONEO - SPDR Russell 1000 Momentum Focus 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 1,119 91.61 36 105.88
2025-07-24 13F Us Bancorp \de\ 8,967 5.87 287 11.72
2025-08-12 13F Legal & General Group Plc 1,566,451 4.19 50,126 10.14
2025-08-14 13F Group One Trading, L.p. 153 5
2025-08-20 NP QLFIX - AQR LSE Fusion Fund Class I Short -1,109 -35
2025-08-14 13F Millennium Management Llc 339,862 71.11 10,876 80.89
2025-08-14 13F/A Rockefeller Capital Management L.P. 46,435 2.82 1,486 8.63
2025-08-14 13F Price T Rowe Associates Inc /md/ 163,586 16.71 5 25.00
2025-08-20 NP QSPIX - AQR Style Premia Alternative Fund Class I Short -28,697 -918
2025-07-29 NP SIXS - 6 Meridian Small Cap Equity ETF 38,832 1,195
2025-06-26 NP FIUIX - Fidelity Telecom and Utilities 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 216,775 6,360
2025-08-07 13F Acadian Asset Management Llc 93,883 55.57 3 200.00
2025-08-08 13F Atlantic Trust, LLC 26 1
2025-07-11 13F Quad-Cities Investment Group, LLC 14,772 1.48 473 7.27
2025-05-27 NP FFNJX - Utilities Portfolio Initial Class 92,770 2,808
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 489 3.16 15 16.67
2025-08-27 NP PIBAX - PGIM BALANCED FUND Class A 14,200 454
2025-07-31 13F Prudent Man Advisors, LLC 27,234 3.87 871 9.84
2025-07-15 13F Northside Capital Management, LLC 276,484 8,847
2025-08-14 13F Quantinno Capital Management LP 89,551 38.33 2,866 46.25
2025-08-11 NP CUSUX - Six Circles U.S. Unconstrained Equity Fund 20,290 649
2025-09-04 13F/A Advisor Group Holdings, Inc. 49,775 24.20 1,593 31.24
2025-08-13 13F Victory Capital Management Inc 275,300 0.45 8,810 6.18
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 23,614 2.86 693 16.30
2025-06-26 NP BKGI - BNY Mellon Global Infrastructure Income ETF 114,911 139.02 3,371 170.55
2025-08-12 13F Trexquant Investment LP 106,005 3,392
2025-08-18 13F/A Hudson Bay Capital Management LP 73,515 2,352
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 16,337 19.24 479 34.93
2025-08-08 13F Abc Arbitrage Sa 15,759 504
2025-08-14 13F Mercer Global Advisors Inc /adv 30,427 12.56 974 18.95
2025-08-11 13F HighTower Advisors, LLC 106,748 8.81 3,416 15.02
2025-07-30 13F First Citizens Bank & Trust Co 13,746 440
2025-08-14 13F Aventail Capital Group, LP 175,057 292.33 5,602 314.89
2025-08-14 13F Maven Securities LTD 10,400 333
2025-07-07 13F Versant Capital Management, Inc 932 30
2025-08-13 13F Mount Yale Investment Advisors, LLC 682 22
2025-08-27 NP Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 2,700 22.73 86 30.30
2025-08-14 13F Polymer Capital Management (US) LLC 11,262 360
2025-07-09 13F Massmutual Trust Co Fsb/adv 728 1.82 23 9.52
2025-07-18 13F PFG Investments, LLC 32,471 14.60 1,039 21.24
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 74,111 10.51 2,174 25.09
2025-08-13 13F Jones Financial Companies Lllp 3,483 112
2025-08-13 13F Quantbot Technologies LP 35,386 1,132
2025-08-12 13F Clearbridge Investments, LLC 6,988 224
2025-08-07 13F Allworth Financial LP 1,536 13.27 49 28.95
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 3,609 15.23 111 27.59
2025-07-25 13F Apollon Wealth Management, LLC 11,002 8.72 352 15.03
2025-07-15 13F Public Employees Retirement System Of Ohio 26,311 0.29 842 5.92
2025-06-24 NP JVAL - JPMorgan U.S. Value Factor ETF 29,687 9.21 871 23.72
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 194,653 4.28 5,711 18.02
2025-08-13 13F Guggenheim Capital Llc 123,821 30.92 3,962 38.43
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 8,292 243
2025-08-12 13F MAI Capital Management 577 130.80 18 157.14
2025-08-14 13F Jane Street Group, Llc Call 32,100 6.64 1,027 12.73
2025-08-27 NP Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 4,473 0.72 143 6.72
2025-08-14 13F Sei Investments Co 51,845 15.12 1,659 21.72
2025-08-13 13F Hsbc Holdings Plc 41,263 8.81 1,320 15.00
2025-08-29 NP STXK - Strive Small-Cap ETF 2,488 31.64 80 38.60
2025-08-11 13F Wealthspire Advisors, LLC 6,817 0.19 218 6.34
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 358,717 0.58 11,038 10.46
2025-08-19 13F State of Wyoming 1,853 59
2025-08-14 13F Bnp Paribas Arbitrage, Sa 43,420 43.18 1,389 51.47
2025-08-14 13F/A Skopos Labs, Inc. 2,614 44.02 84 53.70
2025-08-12 13F Neo Ivy Capital Management 19,614 628
2025-08-14 13F Wetherby Asset Management Inc 6,332 203
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 2,627 11.22 81 21.21
2025-08-05 13F Scarborough Advisors, LLC 900 29
2025-08-14 13F Tortoise Capital Advisors, L.l.c. 2,850,083 2.63 91,203 8.50
2025-08-27 NP Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 40,000 1,280
2025-08-15 13F CI Private Wealth, LLC 11,846 9.54 379 15.90
2025-08-11 13F Duff & Phelps Investment Management Co 55,838 13.25 1,787 19.71
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 489 14
2025-08-14 13F Toroso Investments, LLC 45,672 1.76 1,462 7.58
2025-07-18 13F Union Bancaire Privee, UBP SA 11,490 319
2025-08-14 13F Ardsley Advisory Partners Lp 55,000 10.00 1,760 16.33
2025-05-15 13F Glenmede Trust Co Na 36,907 9.44 1,117 27.51
2025-08-11 13F Brown Brothers Harriman & Co 68 2
2025-07-11 13F/A Umb Bank N A/mo 368 43.75 12 57.14
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 19,620 4.36 628 10.19
2025-08-14 13F UBS Group AG Put 11,800 378
2025-08-08 13F Oak Thistle LLC 53,732 19.35 1,719 26.21
2025-08-06 13F Commonwealth Equity Services, Llc 6,431 0
2025-08-28 NP TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 1,777 70.87 57 80.65
2025-08-14 13F Hrt Financial Lp 75,068 2
2025-08-25 NP FAN - First Trust Global Wind Energy 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 63,542 12.86 2,033 19.31
2025-08-14 13F Atom Investors LP 6,748 216
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 1,338 5.94 43 10.53
2025-08-12 13F Prudential Financial Inc 439,633 169.41 14,068 184.83
2025-08-04 13F Assetmark, Inc 64 2
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 15,437 1.84 494 7.64
2025-08-14 13F Two Sigma Advisers, Lp 114,996 310.70 3,680 334.36
2025-08-04 13F Strs Ohio 64,022 10.71 2,049 17.03
2025-07-23 13F Klp Kapitalforvaltning As 30,400 15.59 973 22.11
2025-05-27 NP MAINSTAY VP FUNDS TRUST - MainStay VP Fidelity Institutional AM Utilities Portfolio Service Class 264,174 7,997
2025-07-28 NP AVMC - Avantis U.S. Mid Cap Equity ETF 951 17.84 29 31.82
2025-07-17 13F Beacon Capital Management, LLC 39 2.63 1 0.00
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 1,777 7.11 57 12.00
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 4,395 141
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 37,494 0.47 1,200 6.20
2025-07-29 13F Nordea Investment Management Ab 245,614 325.28 7,747 345.68
2025-07-28 13F New York State Teachers Retirement System 45,044 124.73 1
2025-08-14 13F Aqr Capital Management Llc 45,754 11.35 1,447 18.41
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 95,958 20.15 2,953 31.96
2025-08-13 13F Renaissance Technologies Llc 354,600 43.16 11,347 51.35
2025-07-22 NP GUSA - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 2,823 0.14 87 10.26
2025-08-13 13F Arrowstreet Capital, Limited Partnership 207,642 187.66 6,645 204.07
2025-08-13 13F Northern Trust Corp 2,186,392 26.06 69,965 33.26
2025-08-18 13F/A Westwood Holdings Group Inc 84,141 2,693
2025-06-23 NP IDU - iShares U.S. Utilities 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 82,818 10.59 2,430 25.14
2025-07-16 13F State of Alaska, Department of Revenue 49,581 8.03 2 0.00
2025-08-13 13F Edgestream Partners, L.P. 81,240 65.64 2,600 75.13
2025-08-05 13F NewSquare Capital LLC 193 10.29 6 20.00
2025-08-28 NP SSBIX - State Street Balanced Index Fund Class K 498 232.00 16 275.00
2025-08-28 NP HEJD - VictoryShares Hedged Equity Income ETF 9,111 39.83 292 47.72
2025-08-29 NP PMJIX - PIMCO RAE US Small Fund Institutional Class 142,104 8.72 4,547 14.94
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 65,757 0.15 2,023 10.01
2025-08-14 13F Two Sigma Investments, Lp 265,776 915.38 8,505 973.74
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