DFH / Dream Finders Homes, Inc. - Kepemilikan Institusional - Pembeli

Dream Finders Homes, Inc.
US ˙ NYSE

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Dream Finders Homes, Inc. meliputi Index Fund Advisors, Inc., Integrated Wealth Concepts LLC, Callan Family Office, LLC, Jackson Creek Investment Advisors LLC, Texas Permanent School Fund, Inceptionr Llc, Nebula Research & Development LLC, Hennion & Walsh Asset Management, Inc., XTX Topco Ltd, PharVision Advisers, LLC, Centiva Capital, LP, Quantinno Capital Management LP, SPWIX - Simt Small Cap Growth Fund Class I, Raymond James Financial Inc, EBI - Longview Advantage ETF, WSML - iShares MSCI World Small-Cap ETF, AVSBX - Avantis U.S. Small Cap Equity Fund G Class, VLU - SPDR S&P 1500 Value Tilt ETF, LQPE - PEO AlphaQuest(TM) Thematic PE ETF, dan NewSquare Capital 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
(%)
2025-07-17 13F Wolff Wiese Magana Llc 249 16.36 6 50.00
2025-08-13 13F PharVision Advisers, LLC 8,496 214
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 5,370 16.87 122 14.15
2025-08-05 13F Bank of New York Mellon Corp 221,702 6.56 5,571 18.71
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 71 7.58 2 0.00
2025-07-30 13F Denali Advisors Llc 313,810 13.09 7,886 25.97
2025-08-08 13F Principal Financial Group Inc 160,070 3.96 4,023 15.81
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 5,643 12.61 142 24.78
2025-06-26 NP DFFVX - U.S. Targeted Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 89,934 29.41 2,038 27.07
2025-06-26 NP Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,463 162.62 146 160.71
2025-07-31 13F Quest Partners LLC 5,987 150
2025-07-28 13F New York State Teachers Retirement System 9,569 1.39 0
2025-06-26 NP DFSVX - U.s. Small Cap Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 124,020 116.90 2,810 113.04
2025-08-18 13F Wolverine Trading, Llc Put 8,800 223
2025-06-25 NP ISCB - iShares Morningstar Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,118 3.90 25 4.17
2025-08-14 13F Verition Fund Management LLC 97,296 15.29 2,445 28.48
2025-08-27 NP LQPE - PEO AlphaQuest(TM) Thematic PE ETF 431 11
2025-05-15 13F Texas Permanent School Fund 15,750 357
2025-08-13 13F Jones Financial Companies Lllp 567 14
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 10,885 76.45 274 71.70
2025-08-28 NP IJT - iShares S&P Small-Cap 600 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 252,406 1.31 6,343 12.85
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 316 53.40 8 75.00
2025-08-11 13F Portside Wealth Group, LLC 23,124 11.20 581 23.88
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 10,174 7.83 256 20.28
2025-07-29 13F Nordea Investment Management Ab 123,344 1.17 3,113 13.95
2025-08-27 NP TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 0 -100.00 0 -100.00
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 9,848 159.09 247 190.59
2025-08-12 13F SRS Capital Advisors, Inc. 118 353.85 3
2025-08-14 13F Susquehanna International Group, Llp Put 23,900 601
2025-08-14 13F Susquehanna International Group, Llp 58,038 23.24 1,458 37.29
2025-08-14 13F Susquehanna International Group, Llp Call 25,700 35.98 646 51.41
2025-08-14 13F Daiwa Securities Group Inc. 84,449 11.40 2 100.00
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 17 0
2025-07-29 NP EBI - Longview Advantage ETF 4,931 103
2025-08-13 13F MetLife Investment Management, LLC 17,182 0.92 432 12.24
2025-06-27 NP RSSL - Global X Russell 2000 ETF 17,002 6.70 385 4.90
2025-08-27 NP JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 212,731 8.72 5,346 21.09
2025-08-14 NP FLSPX - SPECTRUM FUND Retail Class Short -14,775 122.01 -371 147.33
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 4,634 13.38 116 26.09
2025-08-18 13F/A National Bank Of Canada /fi/ 22,350 4.30 562 16.39
2025-08-14 13F UBS Group AG 164,353 87.87 4,130 109.33
2025-06-24 NP SWTSX - Schwab Total Stock Market 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 16,669 45.26 378 42.80
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 1,215 3.58 28 -22.86
2025-08-14 13F D. E. Shaw & Co., Inc. 46,388 35.01 1,166 50.32
2025-08-05 13F Versor Investments LP 21,586 542
2025-07-24 13F Callan Family Office, LLC 19,062 479
2025-07-24 13F Us Bancorp \de\ 23,025 5.08 579 17.00
2025-08-13 13F Centiva Capital, LP 8,135 204
2025-06-26 NP ISCV - iShares Morningstar Small-Cap Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,766 4.30 63 1.64
2025-07-16 13F State of Alaska, Department of Revenue 17,053 12.32 0
2025-07-11 13F Farther Finance Advisors, LLC 31 158.33 1
2025-08-08 13F Geode Capital Management, Llc 685,435 7.28 17,226 19.49
2025-05-30 NP SIFAX - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 0 -100.00 0 -100.00
2025-08-19 13F State of Wyoming 4,903 123
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 775 50.49 19 72.73
2025-08-28 NP VLU - SPDR S&P 1500 Value Tilt ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,169 29
2025-08-28 NP SSMHX - State Street Small/mid Cap Equity Index Portfolio 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 10,900 5.83 274 17.67
2025-08-13 13F M&t Bank Corp 40,063 19.22 1,007 32.89
2025-08-12 13F Prudential Financial Inc 29,910 11.11 835 10.60
2025-07-14 13F GAMMA Investing LLC 7,261 21.79 182 35.82
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 19,150 20.27 481 33.24
2025-08-14 13F Rafferty Asset Management, LLC 23,261 19.27 585 33.03
2025-08-22 NP FISVX - Fidelity Small Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 25,171 82.58 633 78.03
2025-08-13 13F Northern Trust Corp 305,791 14.02 7,685 27.01
2025-08-05 13F Huntington National Bank 11 1,000.00 0
2025-07-31 13F Caitong International Asset Management Co., Ltd 30 400.00 1
2025-05-29 NP CSA - VictoryShares US Small Cap Volatility Wtd ETF 1,361 16.32 31 11.11
2025-08-14 13F Mml Investors Services, Llc 8,637 0
2025-07-28 13F BRYN MAWR TRUST Co 11,560 291
2025-08-13 13F Jackson Creek Investment Advisors LLC 16,959 0
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 8,971 1.97 225 13.64
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 -119,697 15.36 -3,008 28.50
2025-05-05 13F Lindbrook Capital, Llc 345 87.50 8 75.00
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 27,311 32.65 619 30.38
2025-08-05 13F NewSquare Capital LLC 92 2
2025-08-14 13F Jane Street Group, Llc 10,769 271
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 433,549 1.40 10,895 12.95
2025-06-25 NP GSAOX - Goldman Sachs Small Cap Growth Insights Fund Class A 1,776 396.09 40 233.33
2025-08-11 13F HighTower Advisors, LLC 10,185 8.72 256 20.85
2025-05-28 NP ABRFX - AmericaFirst Monthly Risk-On Risk-Off Fund Class A 3,748 42.35 85 -11.58
2025-08-01 13F Envestnet Asset Management Inc 191,594 2.28 4,815 13.91
2025-08-26 13F/A Thrivent Financial For Lutherans 21,076 4.72 1
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 1,378 31.74 29 12.00
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 52,315 9.09 1,315 21.55
2025-08-13 13F Arizona State Retirement System 8,338 210
2025-07-24 NP FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 149,975 1.00 3,128 -11.89
2025-07-15 13F Norden Group Llc 29,918 16.90 752 30.16
2025-08-08 13F Larson Financial Group LLC 71 2
2025-04-29 NP SEIAX - SIIT Multi-Asset Real Return Fund - Class A 0 -100.00 0 -100.00
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 69,806 3.72 1,582 1.87
2025-08-14 13F Ameriprise Financial Inc 208,368 9.05 5,236 21.48
2025-07-23 13F Maryland State Retirement & Pension System 8,226 207
2025-07-24 13F Jfs Wealth Advisors, Llc 19 0
2025-07-28 NP AVSC - Avantis U.S. Small Cap Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 25,385 29.13 530 -31.21
2025-07-25 13F Hemington Wealth Management 28 250.00 0
2025-08-14 13F CastleKnight Management LP 8,800 221
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 1,861 191.24 47 228.57
2025-07-25 13F Lawson Kroeker Investment Management Inc/ne 136,519 1.55 3,431 13.13
2025-07-28 NP HDG - ProShares Hedge Replication ETF 37 12.12 1
2025-07-25 13F Oregon Public Employees Retirement Fund 6,600 4.76 166 16.20
2025-08-12 13F Inceptionr Llc 12,367 311
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 2,840 213.81 71 208.70
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 15,006 21.06 377 35.13
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 285,296 2.53 6,465 0.70
2025-07-18 13F Precision Wealth Strategies, LLC 16,233 7.00 408 19.01
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 27,840 2.84 700 14.59
2025-08-13 13F Epoch Investment Partners, Inc. 49,724 1,250
2025-08-13 13F Marshall Wace, Llp 492,938 12,388
2025-08-14 13F Nebula Research & Development LLC 10,310 259
2025-07-22 13F Fenimore Asset Management Inc 688,292 3.44 17,297 15.22
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 154 8.45 4 0.00
2025-07-23 13F Louisiana State Employees Retirement System 13,400 3.88 337 15.46
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 3,083 12.72 77 26.23
2025-08-13 13F Russell Investments Group, Ltd. 3,777 11.91 95 23.68
2025-08-11 13F Alps Advisors Inc 15,146 1.22 381 12.76
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 636 12.97 16 25.00
2025-07-23 NP CFSLX - Column Small Cap Fund 93,122 14.16 1,943 -0.41
2025-07-28 NP RWJ - Invesco S&P SmallCap 600 Revenue 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 200,904 6.35 4,191 -7.22
2025-08-08 13F Islay Capital Management, Llc 48,395 1,216
2025-08-26 NP TRSYX - T. Rowe Price Small-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,833 24.20 71 39.22
2025-08-14 13F Bank Of America Corp /de/ 75,655 17.55 1,901 31.01
2025-08-08 13F/A Sterling Capital Management LLC 637 2,096.55 16
2025-08-13 13F Quantbot Technologies LP 69,936 257.93 1,757 299.32
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 779 14.56 18 13.33
2025-08-12 13F BlackRock, Inc. 4,503,501 2.07 113,173 13.70
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 3,619 68.56 91 63.64
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 21,076 4.72 530 16.52
2025-08-06 13F First Horizon Advisors, Inc. 1,411 20.29 35 34.62
2025-08-07 13F Hennion & Walsh Asset Management, Inc. 10,177 256
2025-07-29 NP TMFE - Motley Fool Capital Efficiency 100 Index ETF 829 32.64 17 21.43
2025-08-27 13F/A Squarepoint Ops LLC 43,915 119.07 1,104 144.03
2025-08-12 13F XTX Topco Ltd 9,054 228
2025-08-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 17,828 4.23 448 16.36
2025-08-28 NP SPGM - SPDR(R) Portfolio MSCI Global 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 925 3.01 23 15.00
2025-08-12 13F Ameritas Investment Partners, Inc. 3,083 12.72 77 26.23
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 28 1
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 1,483 9.37 37 23.33
2025-08-27 NP PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 25,750 5.10 647 17.21
2025-06-05 NP GTAPX - Quantitative U.S. Long/Short Equity Portfolio 0 -100.00 0 -100.00
2025-06-26 NP USMIX - Extended Market Index Fund 3,500 2.55 79 1.28
2025-08-28 NP TPSC - Timothy Plan US Small Cap Core ETF 12,173 77.37 306 98.05
2025-08-14 13F Group One Trading, L.p. Put 1,200 300.00 30 400.00
2025-07-25 13F Index Fund Advisors, Inc. 22,777 572
2025-07-31 13F Nisa Investment Advisors, Llc 1,792 164.31 45 200.00
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-13 13F Northwestern Mutual Wealth Management Co 85 1,600.00 2
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 949 7.35 24 21.05
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Proequities, Inc. 0 0
2025-08-04 13F Atria Investments Llc 16,422 8.14 413 20.47
2025-08-08 13F Creative Planning 8,196 206
2025-03-27 NP RTSSX - Tax-Managed U.S. Mid & Small Cap Fund Class S 29,313 10.39 676 -14.65
2025-03-31 NP BIVIX - Invenomic Fund Institutional Class shares 0 -100.00 0 -100.00
2025-08-13 13F Jump Financial, LLC 25,912 651
2025-08-14 13F Wells Fargo & Company/mn 533,337 15.07 13,403 28.18
2025-08-14 13F Brevan Howard Capital Management LP 22,779 142.85 572 171.09
2025-07-29 13F Commons Capital, Llc 42,076 248.43 1,057 288.60
2025-07-09 13F Harbor Capital Advisors, Inc. 728 6.59 0
2025-08-27 NP RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 2,558 27.90 64 42.22
2025-05-20 NP RIFBX - U.S. Small Cap Equity Fund Short -600 -14
2025-07-22 13F Davidson Kahn Capital Management, LLC 106,347 8.98 2,675 21.54
2025-06-20 NP JSMD - Janus Henderson Small/Mid Cap Growth Alpha ETF 6,288 18.37 142 16.39
2025-08-14 13F Integrated Wealth Concepts LLC 21,163 532
2025-08-14 13F Comerica Bank 10,898 2.54 274 14.23
2025-08-14 13F Aquatic Capital Management LLC 43,489 65.00 1,093 83.84
2025-08-12 13F Dimensional Fund Advisors Lp 1,049,430 24.58 26,373 38.76
2025-08-14 13F Voya Investment Management Llc 8,344 210
2025-05-29 NP CSF - VictoryShares US Discovery Enhanced Volatility Wtd ETF 1,732 32.31 39 30.00
2025-08-11 13F Vanguard Group Inc 3,113,168 0.29 78,234 11.71
2025-08-14 13F Alliance Wealth Advisors, LLC /UT 12,875 8.78 324 20.97
2025-06-26 NP BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,840 9.81 87 8.75
2025-03-27 NP REBYX - U.S. Small Cap Equity Fund Class Y Short -2,960 -68
2025-08-28 NP IWN - iShares Russell 2000 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 203,437 58.75 5,112 54.53
2025-08-12 13F Public Sector Pension Investment Board 97,741 12.44 2,456 25.24
2025-08-12 13F Charles Schwab Investment Management Inc 289,092 8.72 7,265 21.11
2025-08-14 13F Raymond James Financial Inc 6,357 160
2025-08-05 13F Simplex Trading, Llc Put 16,300 167.21 0
2025-08-05 13F Simplex Trading, Llc 2,931 49.85 0
2025-07-15 13F SJS Investment Consulting Inc. 46 4,500.00 1
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 608 11.56 15 25.00
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 87,099 9.12 1,974 7.17
2025-08-13 13F New York State Common Retirement Fund 99,604 11.41 3 0.00
2025-08-28 NP SPWIX - Simt Small Cap Growth Fund Class I 7,500 188
2025-07-17 13F Janney Montgomery Scott LLC 8,258 0
2025-08-26 NP Profunds - Profund Vp Small-cap Growth 657 6.83 17 23.08
2025-08-14 13F Manufacturers Life Insurance Company, The 11,283 11.42 284 24.12
2025-08-29 NP FAMFX - FAM Small Cap Fund Investor 550,804 3.35 13,842 15.12
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 42 2.44 1
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 12,472 3.89 283 2.17
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 3,177 2.52 72 0.00
2025-08-26 NP VIRTUS VARIABLE INSURANCE TRUST - Virtus KAR Small-Cap Growth Series Class A 107,850 15.37 2,710 28.56
2025-08-14 13F Citadel Advisors Llc Call 30,100 11.07 756 23.73
2025-08-14 13F Citadel Advisors Llc Put 107,600 249.35 2,704 289.48
2025-07-22 13F HFM Investment Advisors, LLC 2 100.00 0
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 140,120 9.97 2,923 -4.07
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 111 2.78 3 0.00
2025-08-08 13F Atlantic Trust, LLC 10 0
2025-08-14 13F Royal Bank Of Canada 20,522 99.73 515 121.98
2025-08-14 13F/A Rockefeller Capital Management L.P. 61,791 56.61 1,553 74.38
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 2,142 11.80 54 23.26
2025-08-13 13F Victory Capital Management Inc 17,312 13.15 435 26.09
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 40,542 12.84 846 -1.63
2025-07-15 13F Fifth Third Bancorp 118 5.36 3 0.00
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 9,840 2.59 247 14.35
2025-08-15 13F Tower Research Capital LLC (TRC) 5,182 338.04 130 400.00
2025-08-26 NP Profunds - Profund Vp Small-cap 69 9.52 2 0.00
2025-08-04 13F Hantz Financial Services, Inc. 202 2,785.71 0
2025-08-14 13F Quantinno Capital Management LP 8,086 203
2025-06-25 NP FDIS - Fidelity MSCI Consumer Discretionary 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 31,378 11.94 711 10.06
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 84,346 327.33 1,911 320.00
2025-08-12 13F Rhumbline Advisers 82,881 9.51 2,083 21.97
2025-08-14 13F Balyasny Asset Management Llc 23,040 35.35 579 50.52
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 34,906 7.49 877 19.81
2025-08-25 13F/A Neuberger Berman Group LLC 84,949 17.05 2,135 30.36
2025-08-07 13F Palouse Capital Management, Inc. 3,383 8.05 85 21.43
2025-08-14 13F Quarry LP 3,201 80.34 80 100.00
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 6,202 9.58 156 22.05
2025-08-27 NP VTMSX - Vanguard Tax-Managed Small-Cap Fund Admiral 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 175,055 1.38 4,399 12.94
2025-08-12 13F American Century Companies Inc 31,391 789
2025-07-17 13F DiNuzzo Private Wealth, Inc. 2 100.00 0
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 2,002 42
2025-08-26 NP IJR - iShares Core S&P 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 1,707,288 0.85 42,904 12.34
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 5,982 9.84 150 22.95
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 1,204 25
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 105 3.96 3 0.00
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 4,621 9.92 116 23.40
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,881 10.98 98 24.36
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 418 59.54 9 50.00
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 8,133 11.08 204 23.64
2025-09-04 13F/A Advisor Group Holdings, Inc. 5,856 39.73 147 56.38
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 13,992 9.35 352 21.88
2025-08-14 13F Ubs Asset Management Americas Inc 71,474 79.32 1,796 99.78
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 1,564 48.25 39 44.44
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 99,516 37.33 2,255 34.95
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 6,786 20.28 171 33.86
2025-08-14 13F Sei Investments Co 213,512 26.38 5,366 40.78
2025-08-13 13F Elgethun Capital Management 454,112 145.35 11,412 173.32
2025-08-04 13F Amalgamated Bank 8,163 4.27 0
2025-08-04 13F Cooke & Bieler Lp 2,459,600 12.87 61,810 25.73
2025-08-14 13F Price T Rowe Associates Inc /md/ 15,092 22.94 0
2025-08-06 13F Penserra Capital Management LLC 11,537 21.79 0
2025-07-25 13F Yousif Capital Management, Llc 10,394 1.08 261 12.99
2025-07-30 NP BFOR - Barron's 400 ETF 15,146 48.65 316 29.63
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 2,256 3.68 51 2.00
Other Listings
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