ECPG / Encore Capital Group, Inc. - Kepemilikan Institusional - Pembeli

Encore Capital Group, Inc.
US ˙ NasdaqGS ˙ US2925541029

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Encore Capital Group, Inc. meliputi ROFCX - Royce Opportunity Fund Consultant Class, PSLAX - Putnam Small Cap Value Fund Class A Shares, EP Wealth Advisors, Inc., SEIS - SEI Select Small Cap ETF, Ieq Capital, Llc, HAPS - Harbor Corporate Culture Small Cap ETF, Centiva Capital, LP, VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class, AZBAX - AllianzGI Small-Cap Fund Class A, WSML - iShares MSCI World Small-Cap ETF, Clear Street Markets Llc, MTM Investment Management, LLC, PSGIX - Blackrock Advantage Small Cap Growth Fund Institutional, BNP Paribas Asset Management Holding S.A., Raymond James Financial Inc, Larson Financial Group LLC, Caitong International Asset Management Co., Ltd, FEAC - Fidelity Enhanced U.S. All-Cap Equity ETF, Twin Peaks Wealth Advisors, LLC, dan Annis Gardner Whiting Capital 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
(%)
2025-08-22 NP FEAC - Fidelity Enhanced U.S. All-Cap Equity ETF 62 2
2025-08-15 13F State of Tennessee, Treasury Department 18,726 224.48 725 267.51
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 2,566 10,591.67 88 8,700.00
2025-08-14 13F Balyasny Asset Management Llc 47,837 525.65 1,852 606.49
2025-08-18 13F/A Nomura Holdings Inc 27,017 1,046
2025-08-13 13F Centiva Capital, LP 5,961 231
2025-08-14 13F Group One Trading, L.p. Put 100 4
2025-08-14 13F Group One Trading, L.p. Call 600 23
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 4,988 193
2025-08-15 13F Tower Research Capital LLC (TRC) 2,716 168.91 105 208.82
2025-08-14 13F Prelude Capital Management, Llc 20,032 0.16 775 13.14
2025-08-14 13F Hrt Financial Lp 30,131 184.39 1
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 8,394 3.92 325 17.39
2025-08-14 13F Price T Rowe Associates Inc /md/ 22,523 4.58 1
2025-08-28 NP SLLAX - SIMT Small Cap Fund Class F 12,000 220.26 465 251.52
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 128,996 0.75 4,889 1.24
2025-07-28 NP QVMS - Invesco S&P SmallCap 600 QVM Multi-factor ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,100 8.61 155 9.15
2025-05-02 13F/A Mackenzie Financial Corp 6,743 322
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 4,559 19.82 157 -17.02
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 94 6.82 3 -25.00
2025-08-13 13F Arrowstreet Capital, Limited Partnership 92,978 476.57 3,599 551.99
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 2,662 2.50 92 -28.91
2025-07-25 13F Cwm, Llc 6,096 1,677.26 0
2025-07-24 13F IFP Advisors, Inc 19 375.00 1
2025-06-25 NP FNCL - Fidelity MSCI Financials 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 5,607 0.48 193 -30.43
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 2,230 12.34 86 26.47
2025-08-11 13F Royce & Associates Lp 199,940 699.76 7,740 803.03
2025-06-27 NP RSSL - Global X Russell 2000 ETF 14,255 6.92 490 -25.64
2025-07-24 13F CWM Advisors, LLC 10,022 0.52 388 13.49
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 27,570 2.87 1,067 16.23
2025-07-31 13F Quest Partners LLC 3,632 83.43 141 108.96
2025-08-14 13F Quarry LP 920 262.20 36 250.00
2025-08-05 13F Sigma Planning Corp 14,488 4.52 561 17.89
2025-08-14 13F Quantinno Capital Management LP 5,172 200
2025-08-14 13F Wellington Management Group Llp 795,328 0.62 30,787 13.63
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 4,444 5.86 172 20.28
2025-08-05 13F Versor Investments LP 9,128 353
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 1,465 13.74 56 14.58
2025-08-14 13F/A Barclays Plc 299,352 30.67 12 57.14
2025-07-25 NP PSLAX - Putnam Small Cap Value Fund Class A Shares 79,700 3,021
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 8,338 11.49 287 -22.70
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 456 16.62 18 30.77
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 409 0
2025-07-30 13F Stephens Investment Management Group LLC 1,248,831 9.12 48,342 23.22
2025-08-15 13F Captrust Financial Advisors 11,533 46.73 446 65.80
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 1,638 62
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 1,145 3.81 39 -27.78
2025-08-14 13F Winton Capital Group Ltd 17,677 684
2025-07-11 13F/A Umb Bank N A/mo 161 519.23 6
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 49,077 3.30 1,688 -28.20
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 2,756 16.34 104 16.85
2025-07-29 NP ISMD - Inspire Small/Mid Cap Impact ETF 10,328 30.37 391 31.21
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 237,250 4.05 8,161 -27.69
2025-04-25 NP ONEQ - Fidelity Nasdaq Composite Index Tracking Stock 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 11,674 2.37 440 -21.43
2025-07-29 NP VFVA - Vanguard U.S. Value Factor ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11,756 1,577.03 446 1,071.05
2025-08-14 13F Verition Fund Management LLC 44,279 1,714
2025-08-14 13F Susquehanna International Group, Llp Call 8,800 341
2025-07-16 13F State of Alaska, Department of Revenue 13,888 5.80 1
2025-08-12 13F Legal & General Group Plc 66,902 3.04 2,590 16.36
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 609 37.78 24 53.33
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 117,918 9.93 4,469 10.48
2025-08-08 13F Geode Capital Management, Llc 583,148 2.52 22,577 15.76
2025-08-08 13F Larson Financial Group LLC 147 6
2025-08-08 13F Altfest L J & Co Inc 21,944 110.41 849 137.82
2025-08-05 13F Bank of New York Mellon Corp 149,054 2.79 5,770 16.05
2025-05-28 NP JMEE - JPMorgan Market Expansion Enhanced Equity ETF 3,654 10.03 125 -20.89
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 3,798 0.13 147 13.08
2025-08-13 13F EverSource Wealth Advisors, LLC 134 5
2025-08-14 13F Erste Asset Management GmbH 600 24
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 1,699 3.79 66 16.07
2025-07-31 13F Caitong International Asset Management Co., Ltd 111 4
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 1,757 4.03 67 4.76
2025-07-24 13F Us Bancorp \de\ 504 675.38 20 850.00
2025-08-11 13F Rothschild Investment Llc 65 333.33 3
2025-08-14 13F D. E. Shaw & Co., Inc. 430,651 37.66 16,670 55.46
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 60,423 6.71 2,079 -25.84
2025-08-12 13F MAI Capital Management 55 2
2025-08-14 13F Dark Forest Capital Management Lp 67,761 249.79 2,623 295.03
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 11 0
2025-07-29 NP MMSC - First Trust Multi-Manager Small Cap Opportunities 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 3,776 21.41 143 22.22
2025-08-13 13F Jones Financial Companies Lllp 6 0
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 496 19
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 1,833 15.72 63 -19.23
2025-08-14 13F Petrus Trust Company, LTA 5,425 210
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 3,513 3.97 136 17.39
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 4,362 3.61 150 -27.88
2025-06-30 NP VEXPX - VANGUARD EXPLORER FUND Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 614,589 5.90 21,142 -26.41
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 61 3
2025-08-29 NP PMJIX - PIMCO RAE US Small Fund Institutional Class 126,229 27.62 4,886 44.13
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 2,483 93.08 85 34.92
2025-08-12 13F Prudential Financial Inc 24,753 7.02 1,203 5.90
2025-08-14 13F Citadel Advisors Llc 111,711 65.50 4,324 86.94
2025-08-14 13F Citadel Advisors Llc Call 15,700 554.17 608 640.24
2025-07-24 13F Capital Advisors, Ltd. LLC 14 0
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 4,519 1.48 155 -29.55
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 27,278 0.31 1,056 13.20
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 17,763 4.72 688 18.24
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 24 1
2025-08-28 NP SEIS - SEI Select Small Cap ETF 20,168 781
2025-08-15 NP ROFCX - Royce Opportunity Fund Consultant Class 94,648 3,664
2025-06-27 NP PASIX - PACE Alternative Strategies Investments Class A Short -9,255 -32.70 -318 -53.24
2025-08-27 NP ARBOX - Absolute Convertible Arbitrage Fund Investor Shares Short -81,000 -1.10 -3,136 11.69
2025-08-13 13F Northwestern Mutual Wealth Management Co 101 124.44 4 200.00
2025-08-13 13F First Trust Advisors Lp 20,600 797
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 355 1.72 12 -29.41
2025-08-05 13F Bank Of Montreal /can/ 128,041 6.12 4,956 19.83
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 10,822 1.23 372 -29.68
2025-08-05 13F Huntington National Bank 57 16.33 2 100.00
2025-08-13 13F Quadrature Capital Ltd 6,011 233
2025-08-12 13F LPL Financial LLC 13,535 9.19 524 23.35
2025-08-12 13F Dynamic Technology Lab Private Ltd 27,400 1,061
2025-08-14 13F Ieq Capital, Llc 19,837 768
2025-07-23 NP FAAAX - Franklin K2 Alternative Strategies Fund Class A Short -8,964 -6.69 -340 -6.35
2025-08-28 NP SPWIX - Simt Small Cap Growth Fund Class I 12,300 52.78 476 2.37
2025-08-12 13F Heartland Advisors Inc 298,150 1.02 11,541 14.08
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 57,972 2.81 1,994 -28.56
2025-08-12 13F Inceptionr Llc 8,976 347
2025-08-26 NP AZBAX - AllianzGI Small-Cap Fund Class A 2,567 99
2025-05-22 NP QSMLX - AQR Small Cap Multi-Style Fund Class I 2,015 69
2025-07-08 13F Parallel Advisors, LLC 105 4
2025-08-13 13F Hsbc Holdings Plc 28,722 64.80 1,119 86.64
2025-08-14 13F Two Sigma Investments, Lp 34,846 49.72 1,349 69.13
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 1,082 7.55 42 20.59
2025-08-13 13F Russell Investments Group, Ltd. 16,660 194.09 645 231.96
2025-08-14 13F Aqr Capital Management Llc 118,665 72.33 4,594 94.62
2025-08-08 13F/A Sterling Capital Management LLC 628 55.45 24 84.62
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 1,212 5.85 47 17.95
2025-08-08 13F MTM Investment Management, LLC 500 19
2025-08-14 13F UBS Group AG 678,602 8.73 26,269 22.78
2025-07-14 13F UMA Financial Services, Inc. 21 1
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 33,362 8.04 1,264 8.59
2025-08-11 13F Pineridge Advisors LLC 31 1
2025-07-16 13F Signaturefd, Llc 162 6
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 7,586 1.84 294 14.90
2025-08-12 13F Public Sector Pension Investment Board 79,641 6.05 3,083 19.74
2025-08-12 13F Jpmorgan Chase & Co 38,744 56.96 1,500 77.19
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability 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 5,833 11.47 201 -22.78
2025-07-28 13F Allianz Asset Management GmbH 235,410 20.10 9,113 35.62
2025-08-07 13F ProShare Advisors LLC 5,172 200
2025-08-13 13F Arizona State Retirement System 6,906 1.80 267 15.09
2025-08-29 NP MFUS - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 462 32.38 18 6.25
2025-07-28 NP HDG - ProShares Hedge Replication ETF 31 10.71 1 0.00
2025-08-12 13F Nuveen, LLC 179,186 164.84 6,936 199.09
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 2,377 14.44 92 29.58
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 5,050 5.08 191 5.52
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 -63,156 -9.36 -2,445 2.35
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 495 5.10 19 18.75
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-06-27 NP HAPS - Harbor Corporate Culture Small Cap ETF 8,561 294
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F Raymond James Financial Inc 319 12
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 16,130 35.38 555 -5.94
2025-08-13 13F Quadrant Capital Group Llc 19,946 117.68 772 145.86
2025-08-15 NP SPWAX - American Beacon Stephens Small Cap Growth Fund A Class 114,915 27.09 4,448 43.53
2025-09-04 13F/A Advisor Group Holdings, Inc. 941 3.41 36 16.13
2025-08-14 13F Ubs Asset Management Americas Inc 101,605 29.49 3,933 46.26
2025-08-14 13F Engineers Gate Manager LP 14,555 37.31 563 55.10
2025-08-14 13F EP Wealth Advisors, Inc. 20,294 786
2025-07-31 13F Nisa Investment Advisors, Llc 687 27
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 31,760 65.27 1,229 86.78
2025-08-18 13F Geneos Wealth Management Inc. 32 10.34 1
2025-08-13 13F Quantbot Technologies LP 10,723 415
2025-07-14 13F GAMMA Investing LLC 819 345.11 32 416.67
2025-08-13 13F Norges Bank 14,070 545
2025-08-11 13F WPG Advisers, LLC 113 44.87 4 100.00
2025-08-27 NP JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) Short -26,815 47.73 -1,038 66.88
2025-08-29 NP BSVO - EA Bridgeway Omni Small-Cap Value ETF 92,575 1.83 3,584 14.99
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 5,995 232
2025-08-14 13F Cubist Systematic Strategies, LLC 14,019 543
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 42,955 9.26 1,628 9.78
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 62,869 4.59 2,163 -27.33
2025-08-11 13F Empowered Funds, LLC 92,703 1.97 3,589 15.15
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 6,472 25.94 251 2.04
2025-08-27 13F/A Squarepoint Ops LLC 98,934 9.80 3,830 24.00
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 177,720 5.93 6,880 19.61
2025-08-14 13F Point72 Asset Management, L.P. 12,547 486
2025-08-14 13F Bnp Paribas Arbitrage, Sa 11,451 404.45 443 475.32
2025-08-07 13F Campbell & CO Investment Adviser LLC 9,596 371
2025-08-15 13F Morgan Stanley 247,960 4.39 9,599 17.88
2025-07-22 13F Gsa Capital Partners Llp 38,612 18.52 1 0.00
2025-04-28 13F Buffington Mohr McNeal 20,000 686
2025-07-22 NP GMVAX - Goldman Sachs Small/Mid Cap Value Fund Class A 23,403 3.58 887 3.99
2025-08-06 13F True Wealth Design, LLC 96 2,300.00 4
2025-08-14 13F State Of Wisconsin Investment Board 88,947 9.13 3,443 23.27
2025-08-27 NP PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 21,283 1.67 824 14.78
2025-08-12 13F Rhumbline Advisers 70,469 1.24 2,728 14.29
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 6,018 1.86 233 14.85
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 722,385 1.98 27,964 15.16
2025-08-07 13F Allworth Financial LP 741 12.27 29 27.27
2025-08-14 13F Millennium Management Llc 43,508 89.37 1,684 113.98
2025-08-14 13F Fmr Llc 106,742 152.21 4,132 184.90
2025-08-08 13F Creative Planning 22,753 254.30 881 300.00
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 11,681 12.65 452 27.32
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 44,645 4.94 1,692 5.49
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 41,802 10.05 1,584 10.61
2025-08-14 13F Wells Fargo & Company/mn 102,062 57.15 3,951 77.45
2025-05-15 13F Texas Permanent School Fund 11,388 392
2025-08-22 NP FESM - Fidelity Enhanced Small Cap ETF 94,224 134.69 3,647 165.04
2025-08-12 13F Clear Street Markets Llc 760 29
2025-07-28 NP VCSLX - Small Cap Index Fund 9,961 11.30 378 11.87
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 40,536 2.69 1,569 15.96
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 6,832 3.02 235 -28.35
2025-08-12 13F Trexquant Investment LP 62,304 2,412
2025-08-12 13F American Century Companies Inc 55,025 5.85 2,130 19.53
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