DMYI.U / dMY Technology Group, Inc. III Units, each consisting of one share of Class A common stock and one-f - Kepemilikan Institusional - Pembeli

dMY Technology Group, Inc. III Units, each consisting of one share of Class A common stock and one-f
US ˙ NYSE ˙ US46222L1089
HINDI NA ACTIVE ANG SIMBONG ITO

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di dMY Technology Group, Inc. III Units, each consisting of one share of Class A common stock and one-f meliputi MSEQX - Growth Portfolio Class I, PTF - Invesco DWA Technology Momentum ETF, MEGIX - Growth Portfolio Class I, ULTY - YieldMax Ultra Option Income Strategy ETF, HASGX - Harbor Small Cap Growth Fund Institutional Class, CGOAX - Columbia Small Cap Growth Fund I Class A, LACAX - Columbia Acorn Fund Class A, TRANSAMERICA SERIES TRUST - Transamerica Morgan Stanley Capital Growth VP Initial, IONX - Defiance Daily Target 2X Long IONQ ETF, OASGX - Optimum Small-mid Cap Growth Fund Class A, RSEGX - Victory RS Small Cap Growth Fund Class A, ESCQX - Embark Small Cap Equity Fund Retirement Class, QLMSIX - ClearBridge Variable Small Cap Growth Portfolio Class I, OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc., MMSMX - Multi-Manager U.S. Small Cap Equity Fund Class P Shares, IVCSX - Voya Small Company Portfolio Class I, WUSAX - Wanger USA, COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1, FRTY - Alger Mid Cap 40 ETF, dan TRSSX - T. Rowe Price Institutional Small-Cap Stock Fund .

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
(%)
2025-08-27 NP JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 12,640 543
2025-07-30 NP SMIZ - Zacks Small/Mid Cap ETF 19,884 68.42 802 176.55
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 505,346 3.97 13,877 -27.70
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 2,054,728 3.55 56,423 -27.99
2025-03-28 NP PTF - Invesco DWA Technology 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 542,746 21,433
2025-08-22 NP MSEQX - Growth Portfolio Class I 2,711,027 116,493
2025-07-29 NP GAAVX - GMO Alternative Allocation Fund Class VI Short -55,500 27.29 -2,239 108.96
2025-06-27 NP RSSL - Global X Russell 2000 ETF 123,388 7.72 3,388 -25.09
2025-08-27 NP BBTSX - Bridge Builder Tax Managed Small/Mid Cap Fund 17,165 738
2025-08-28 NP RSEGX - Victory RS Small Cap Growth Fund Class A 50,800 2,183
2025-08-22 NP MIGIX - Global Advantage Portfolio Class I 56,346 172.12 2,421 430.92
2025-08-26 NP JDSCX - JPMorgan Small Cap Blend Fund Class I 102,905 4,422
2025-07-28 NP HDG - ProShares Hedge Replication ETF 267 12.66 11 100.00
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 22,233 30.47 955 153.99
2025-08-14 NP ASCGX - Lisanti Small Cap Growth Fund 785 34
2025-08-26 NP IVCSX - Voya Small Company Portfolio Class I 29,602 1,272
2025-08-29 NP MMSCX - Praxis Small Cap Index Fund Class A 6,980 300
2025-05-29 NP TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 0 -100.00 0 -100.00
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 85,423 20.04 3,671 133.76
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 59,129 147.40 2,541 381.97
2025-08-28 NP AXMNX - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares 40 2
2025-08-26 NP IJSIX - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 25,953 140.89 1,115 370.46
2025-08-26 NP QLMSIX - ClearBridge Variable Small Cap Growth Portfolio Class I This fund is a listed as child fund of Clearbridge, 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 39,000 1,676
2025-08-27 NP MFADX - Cromwell Marketfield L/S Fund Investor Class Short -4,773 -19.33 -205 57.69
2025-08-14 NP FLSPX - SPECTRUM FUND Retail Class Short -3,969 -171
2025-06-25 NP FNY - First Trust Mid Cap Growth AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 93,844 29.40 2,577 246.24
2025-08-28 NP STMSX - Simt Tax-managed Small/mid Cap Fund Class F 10,000 430
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 29,113 272.53 1,174 511.46
2025-08-27 NP NAESX - Vanguard Small-Cap Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,155,353 15.87 221,526 125.60
2025-06-27 NP ULTY - YieldMax Ultra Option Income Strategy ETF 325,000 8,924
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 8,572 11.80 368 117.75
2025-07-25 NP CGOAX - Columbia Small Cap Growth Fund I Class A 229,727 9,267
2025-06-25 NP BKSE - BNY Mellon US Small Cap Core Equity ETF 10,032 275
2025-04-18 NP AVLC - Avantis U.S. Large Cap Equity ETF 2,263 5,557.50 56 5,400.00
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 109,691 17.19 4,713 128.23
2025-06-27 NP TMAT - Main Thematic Innovation ETF 46,995 1.40 1,290 -29.51
2025-08-29 NP JAFSX - Science & Technology Trust NAV 38,600 1,659
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 77,598 12.92 3,334 119.92
2025-07-29 NP PRSIX - T. Rowe Price Spectrum Conservative Allocation 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 272 11
2025-08-26 NP NVSOX - Wells Fargo Disciplined Small Cap Fund Administrator Class 7,428 31.42 319 157.26
2025-08-26 NP TLSTX - Stock Index Fund 3,375 9.83 145 116.42
2025-07-24 NP FSKAX - Fidelity 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 365,178 0.55 14,731 65.09
2025-08-26 NP JSCSX - JPMorgan U.S. Small Company Fund Class I 146,788 135.89 6,307 359.36
2025-05-27 NP Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 26,486 0.43 585 -46.96
2025-06-26 NP USMIX - Extended Market Index Fund 24,653 7.32 677 -25.47
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 276,391 18.03 11,877 129.84
2025-07-28 NP NBMIX - Neuberger Berman Small Cap Growth Fund Investor Class 146,283 48.42 5,901 143.74
2025-08-26 NP IWV - iShares Russell 3000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 62,125 18.13 2,670 130.09
2025-08-19 NP RIFBX - U.S. Small Cap Equity Fund 2,444 153.26 105 400.00
2025-07-25 NP ILDR - First Trust Innovation Leaders 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 5,897 238
2025-08-26 NP OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. 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 35,727 1,535
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 68,124 11.52 1,871 -22.47
2025-08-27 NP JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A) 219,482 9,431
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 33,000 10.37 1,331 81.34
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 340,249 23.17 14,620 139.83
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 19,718 182.45 541 96.73
2025-05-22 NP HLGE - Hartford Longevity Economy ETF 2,698 29.59 60 136.00
2025-08-27 NP OASGX - Optimum Small-mid Cap Growth Fund Class A 58,202 2,501
2025-08-27 NP VISGX - Vanguard Small-Cap Growth Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,858,889 14.59 122,846 123.10
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 29,996 18.23 1,289 130.41
2025-08-28 NP VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I 6,790 292
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 333 17.67 14 133.33
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 20,793 109.97 893 309.63
2025-08-27 NP RYTIX - Technology Fund Investor Class 3,992 1.29 172 98.84
2025-07-29 NP BPLSX - Boston Partners Long/Short Equity Fund INSTITUTIONAL Short -14,174 3.41 -572 69.94
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 6,780,190 18.37 291,345 130.48
2025-03-27 NP CDAZX - Multi-Manager Directional Alternative Strategies Fund Institutional Class 0 -100.00 0 -100.00
2025-07-24 NP ESML - iShares ESG MSCI USA Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 67,390 5.55 2,719 73.34
2025-03-27 NP ASGCX - Allspring Global Long/Short Equity Fund Class C 0 -100.00 0 -100.00
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 63,314 20.17 2,721 134.08
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 6,433 49.78 276 193.62
2025-08-28 NP NCGFX - New Covenant Growth Fund 2,889 124
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 16,671 23.08 716 140.27
2025-08-28 NP SSBIX - State Street Balanced Index Fund Class K 1,384 20.35 59 136.00
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 10,382 6.98 446 108.41
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 54,634 23.24 2,348 139.98
2025-08-26 NP GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 15,490 126.23 666 340.40
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 85,923 85.70 3,692 261.61
2025-07-29 NP TRPBX - T. Rowe Price Spectrum Moderate Allocation 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 416 17
2025-06-27 NP ESCQX - Embark Small Cap Equity Fund Retirement Class 45,257 1,243
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 23,102 3.71 634 -27.87
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 11,557 466
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 109,567 62.71 3,009 335.31
2025-06-17 NP MMSMX - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 31,430 863
2025-08-26 NP SCDS - JPMorgan Fundamental Data Science Small Core ETF 403 17
2025-08-20 NP WALSX - Wasatch Long/Short Alpha Fund Investor Class Shares This fund is a listed as child fund of Wasatch Advisors 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
2025-08-28 NP SPRX - Spear Alpha ETF 73,901 2.50 3,176 99.56
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 27,877 10.65 766 -23.04
2025-03-31 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 1,160 233.33 46 800.00
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 1,020,839 10.90 41,181 82.09
2025-08-28 NP QCSTRX - Stock Account Class R1 318,429 22,451.63 13,683 71,910.53
2025-08-28 NP TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 5,130 10.06 220 115.69
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 266,512 17.33 11,452 128.45
2025-08-28 NP SSSEX - State Street Small-Cap Equity 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 294 13
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 45,290 16.86 1,946 127.60
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 3,704 7.52 159 109.21
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 86,420 21.05 3,713 135.75
2025-08-26 NP AZBAX - AllianzGI Small-Cap Fund Class A 2,929 126
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 48,418 18.76 2,081 131.37
2025-06-27 NP IONX - Defiance Daily Target 2X Long IONQ ETF 61,683 1,694
2025-08-22 NP CPOAX - Morgan Stanley Insight Fund A 1,689,846 253.17 72,613 587.68
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 3,095 3.00 133 100.00
2025-08-21 NP BUZZ - VanEck Vectors Social Sentiment ETF 22,346 3.41 960 101.68
2025-08-28 NP DTSGX - Small Company Growth Portfolio Investment Class 1,094 47
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 1,075,880 0.51 43,401 65.03
2025-08-26 NP Profunds - Profund Vp Small-cap 542 18.34 23 130.00
2025-08-26 NP PRDSX - T. Rowe Price QM U.S. Small-Cap Growth Equity 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 695,740 122.21 29,896 332.63
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 58,857 2.42 1,616 -28.78
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 5,347 1.56 216 66.67
2025-08-27 NP OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 18,689 12.72 803 120.00
2025-07-29 NP PBQAX - PGIM Jennison Blend Fund Class A 11,072 447
2025-08-22 NP MSSGX - Inception Portfolio CLASS I 474,632 23.52 20,395 140.50
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 75,938 61.59 3,263 214.66
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 132,016 6.99 3,625 -25.60
2025-08-27 NP Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 93,459 120.42 4,016 329.41
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 9,556 5.71 262 -26.40
2025-08-27 NP RYDEX VARIABLE TRUST - Technology Fund Variable Annuity 1,977 16.29 85 127.03
2025-07-29 NP SSCYX - Small Capitalization Portfolio Class A 1,722 8.51 69 81.58
2025-05-30 NP SEIS - SEI Select Small Cap ETF 14,713 77.18 325 -6.36
2025-08-22 NP FESM - Fidelity Enhanced Small Cap ETF 129,600 49.85 5,569 191.82
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica Morgan Stanley Capital Growth VP Initial 111,236 4,780
2025-06-27 NP BIVIX - Invenomic Fund Institutional Class shares 0 -100.00 0 -100.00
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 16,637 101.17 671 230.54
2025-06-18 NP REBYX - U.S. Small Cap Equity Fund Class Y 2,986 82
2025-08-28 NP FRTY - Alger Mid Cap 40 ETF 20,294 872
2025-08-26 NP PSGIX - Blackrock Advantage Small Cap Growth Fund Institutional 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 87,318 13.93 3,752 121.88
2025-08-28 NP IWO - iShares Russell 2000 Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,079,331 15.11 89,349 124.12
2025-08-26 NP EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB 6,531 11.26 281 117.05
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 107,176 19.22 4,605 132.11
2025-08-26 NP RBCGX - Reynolds Blue Chip Growth Fund 1,700 325.00 73 356.25
2025-08-27 NP JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I) 20,182 867
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 181,700 21.30 7,808 136.15
2025-08-22 NP COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Company Growth Fund Class 1 22,412 963
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 411,196 20.00 17,669 133.66
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 160,448 26.42 6,894 146.13
2025-08-22 NP MEGIX - Growth Portfolio Class I 464,361 19,954
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 64 18.52 3 100.00
2025-08-20 NP ASMOX - AQR Small Cap Momentum Style Fund Class I 16,645 42.39 715 178.21
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 7,224 150.40 310 392.06
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 3,486,180 15.13 149,801 124.16
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 90,007 1.62 2,472 -29.34
2025-08-28 NP SIVIX - State Street Institutional Small-Cap Equity Fund Investment Class 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 6,248 268
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 39,333 19.71 1,080 -16.73
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 29,633 131.00 1,273 349.82
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 747 3.75 21 -28.57
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 4,382 7.06 188 108.89
2025-07-28 NP VCSLX - Small Cap Index Fund 86,071 12.07 3,472 84.09
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 1,210 19.21 52 131.82
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 132,590 19.01 5,697 131.77
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 557 19.78 24 130.00
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 7,100 18.33 305 131.06
2025-08-26 NP TRSSX - T. Rowe Price Institutional Small-Cap Stock 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 19,136 822
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 29,312 19.78 1,260 133.15
2025-07-29 NP ESGV - Vanguard ESG U.S. Stock 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 43,762 1.28 1,765 66.35
2025-08-26 NP BNSCX - Ubs U.s. Small Cap Growth Fund Class A 16,175 695
2025-06-18 NP NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 6,083 5.33 167 -26.75
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 35,037 22.52 1,506 138.51
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 54,157 5.64 1,487 -26.53
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 141,675 256.81 6,088 594.86
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 24,231 16.97 1,041 127.79
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 281,302 8.53 11,348 78.19
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 36,355 18.71 1,562 131.41
2025-08-22 NP LACAX - Columbia Acorn Fund Class A 128,665 5,529
2025-08-28 NP IWM - iShares Russell 2000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,884,249 9.03 252,846 112.29
2025-08-22 NP WUSAX - Wanger USA 24,400 1,048
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 828 12.81 36 118.75
2025-08-22 NP MACGX - Discovery Portfolio Class A Shares 1,411,748 1,173.35 60,663 2,380.05
2025-08-26 NP PRSCX - T. Rowe Price Science & Technology Fund, Inc. 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 354,000 15,211
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 39 1
2025-07-29 NP TRSGX - T. Rowe Price Spectrum Moderate Growth Allocation 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 969 39
2025-08-26 NP QAAGRX - T. Rowe Price Moderate Allocation Portfolio 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 42 2
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 -24,495 -32.92 -1,053 30.68
2025-08-28 NP IGM - iShares Expanded Tech Sector 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 102,181 18.03 4,391 129.84
2025-08-26 NP OGGFX - JPMorgan Small Cap Growth Fund Class I 457,086 19,641
2025-06-27 NP HASGX - Harbor Small Cap Growth Fund Institutional Class 320,100 8,790
2025-07-29 NP SFYX - SoFi Next 500 ETF 2,706 109
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 128,026 20.22 5,501 134.09
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 44,740 25.36 1,922 144.22
2025-06-18 NP REUYX - Sustainable Equity Fund Class Y Short -522 -14
2025-08-27 NP Brighthouse Funds Trust I - Morgan Stanley Discovery Portfolio Class A 1,700,667 1,178.29 73,078 2,389.00
2025-08-22 NP MMGTX - Discovery Portfolio Class II 264,511 1,189.73 11,366 2,414.60
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