EVER / EverQuote, Inc. - Kepemilikan Institusional - Pembeli

EverQuote, Inc.
US ˙ NasdaqGM ˙ US30041R1086

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di EverQuote, Inc. meliputi HFCGX - Hennessy Cornerstone Growth Fund Investor Class, Pacer Advisors, Inc., Great Lakes Advisors, Llc, Horizon Investment Services, LLC, Wakefield Asset Management LLLP, Polen Capital Management Llc, Wealth Enhancement Advisory Services, Llc, PSC - Principal U.S. Small-Cap Multi-Factor Index ETF, CenterBook Partners LP, Savant Capital, LLC, FESM - Fidelity Enhanced Small Cap ETF, ONEQ - Fidelity Nasdaq Composite Index Tracking Stock, JPSE - JPMorgan Diversified Return U.S. Small Cap Equity ETF, Catalyst Funds Management Pty Ltd, Cerity Partners LLC, BFOR - Barron's 400 ETF, FSGS - Small Cap US Equity Select ETF, SPSCX - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES, Kapitalo Investimentos Ltda, dan Mariner, 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
(%)
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 5,595 8.18 135 0.00
2025-05-30 NP EHLS - Even Herd Long Short ETF 9,386 246
2025-08-13 13F Healthcare Of Ontario Pension Plan Trust Fund 49,000 1,185
2025-07-29 NP SSMAX - Siit Small Mid Cap Equity Fund - Class A 46,930 10.27 1,082 -5.51
2025-06-24 NP JPSE - JPMorgan Diversified Return U.S. Small Cap Equity ETF 15,486 368
2025-08-12 13F Rhumbline Advisers 42,372 20.07 1,025 10.82
2025-08-12 13F Essex Investment Management Co Llc 234,677 40.58 5,674 29.81
2025-08-06 13F Cornerstone Investment Partners, LLC 8,603 0.03 208 -7.56
2025-08-04 13F Emerald Mutual Fund Advisers Trust 362,967 13.39 8,777 4.69
2025-08-27 NP SPSCX - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES 11,840 286
2025-08-14 13F Manufacturers Life Insurance Company, The 9,938 10.71 240 2.13
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 675,352 1.35 16,330 -6.42
2025-08-26 NP PABAX - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 13,146 3.63 318 -4.52
2025-08-07 13F Allworth Financial LP 1,032 28.68 25 33.33
2025-06-25 NP FCOM - Fidelity MSCI Communication Services 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 31,166 3.84 740 21.95
2025-08-14 13F Man Group plc 45,905 1,110
2025-08-25 NP SQLV - Legg Mason Small-Cap Quality Value ETF 1,911 46
2025-08-14 13F Tudor Investment Corp Et Al 178,591 0.41 4,318 -7.30
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 26,933 3.18 639 21.25
2025-08-13 13F Centiva Capital, LP 30,128 72.27 728 58.95
2025-08-06 13F True Wealth Design, LLC 262 40.86 6 50.00
2025-08-13 13F MetLife Investment Management, LLC 16,145 14.51 390 5.69
2025-08-26 NP NVSOX - Wells Fargo Disciplined Small Cap Fund Administrator Class 17,328 25.17 419 15.47
2025-08-18 13F Wolverine Trading, Llc Call 12,400 301
2025-08-14 13F Polymer Capital Management (US) LLC 9,158 221
2025-08-12 13F Catalyst Funds Management Pty Ltd 14,000 339
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 827,850 3.90 20,017 -4.08
2025-06-26 NP BLACKROCK FUNDS - iShares Total U.S. Stock Market 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 2,540 107.52 60 150.00
2025-08-14 13F Gotham Asset Management, LLC 60,377 34.37 1,460 24.06
2025-05-05 13F Lindbrook Capital, Llc 46 1
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 47,445 9.53 1,147 1.15
2025-06-26 NP TSMOX - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 99,200 2.20 2,355 74.83
2025-08-08 13F Pnc Financial Services Group, Inc. 69 2
2025-07-28 NP AVUV - Avantis U.S. Small Cap Value 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 9,187 212
2025-07-29 NP VFQY - Vanguard U.S. Quality 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 24,607 11.97 567 -3.90
2025-08-14 13F Bnp Paribas Arbitrage, Sa 48,701 22.47 1,178 13.06
2025-07-28 NP HDG - ProShares Hedge Replication ETF 33 10.00 1
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 32,471 43.72 785 32.83
2025-08-26 NP FSGS - Small Cap US Equity Select ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11,966 289
2025-08-07 13F Hennion & Walsh Asset Management, Inc. 17,334 43.99 419 33.02
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 146,684 1.03 3,381 -13.35
2025-08-13 13F Mackenzie Financial Corp 68,867 16.01 1,665 7.14
2025-08-14 13F Dark Forest Capital Management Lp 97,498 372.03 2,358 336.48
2025-08-25 NP GENIX - Gotham Enhanced Return Fund Institutional Class 3,550 31.29 86 21.43
2025-05-29 NP CPAI - Counterpoint Quantitative Equity ETF 48,966 1,282
2025-08-13 13F Brown Advisory Inc 67,109 0.09 1,623 -7.58
2025-08-11 13F Mach-1 Financial Group, Inc. 13,465 22.40 326 12.85
2025-08-08 13F Cetera Investment Advisers 16,204 4.35 392 -3.69
2025-08-05 13F Sigma Planning Corp 34,517 212.51 835 188.58
2025-08-04 13F Strs Ohio 19,800 17.16 479 8.14
2025-08-14 13F Fmr Llc 23,848 215.74 577 192.39
2025-07-24 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 15,500 357
2025-06-18 NP NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 575 14
2025-08-26 NP AZBAX - AllianzGI Small-Cap Fund Class A 27,763 152.39 671 132.99
2025-08-12 13F Franklin Resources Inc 105,403 2.97 2,549 -4.93
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 6,268 23.14 152 13.53
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 96 5.49 2 0.00
2025-08-28 NP QCSTRX - Stock Account Class R1 122,710 28.75 2,967 18.87
2025-08-11 13F Martingale Asset Management L P 27,295 660
2025-06-27 NP PCSGX - PACE Small/Medium Co Growth Equity Investments Class P 17,877 256.47 424 319.80
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 140 10.24 3 0.00
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 31,770 9.97 768 1.59
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 64 8.47 2 0.00
2025-08-28 NP IWC - iShares Micro-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 61,466 9.68 1,486 1.30
2025-08-19 13F State of Wyoming 16,058 107.15 388 91.13
2025-08-14 13F California State Teachers Retirement System 42,727 72.42 1,033 59.17
2025-08-14 13F Quarry LP 2,048 130.37 50 113.04
2025-07-24 13F IFP Advisors, Inc 416 197.14 10 233.33
2025-06-27 NP CTOGX - Calamos Timpani SMID Growth Fund Class R6 9,290 10.27 221 0.46
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 2,569 22.39 62 14.81
2025-07-09 13F Massmutual Trust Co Fsb/adv 46 1
2025-08-13 13F Jones Financial Companies Lllp 377 18,750.00 9
2025-08-08 13F Massachusetts Financial Services Co /ma/ 122,613 1.25 2,965 -6.53
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 239,440 6.83 5,790 -1.36
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 981 8,075.00 23
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 5,278 8.65 128 0.00
2025-08-14 13F Group One Trading, L.p. 876 21
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 7,634 181
2025-08-13 13F Jackson Creek Investment Advisors LLC 66,244 13.89 2 0.00
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 17 0
2025-06-26 NP DFSCX - U.s. Micro Cap 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 72,890 25.68 1,730 47.74
2025-07-23 13F Klp Kapitalforvaltning As 14,200 215.56 343 193.16
2025-07-25 13F Allspring Global Investments Holdings, LLC 347,265 42.68 8,480 31.19
2025-07-31 13F Quest Partners LLC 5,485 70.93 133 57.14
2025-08-13 13F Polen Capital Management Llc 28,806 697
2025-08-08 13F Principal Financial Group Inc 19,306 467
2025-08-04 13F Emerald Advisers, Llc 619,585 39.64 14,982 28.92
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 107 9.18 3 100.00
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 12,194 5.80 289 24.57
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 3,108 125.22 72 91.89
2025-08-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 17,359 420
2025-08-14 13F D. E. Shaw & Co., Inc. 110,594 176.43 2,674 155.40
2025-08-14 13F Globeflex Capital L P 8,173 5,954.07 198 9,750.00
2025-08-08 13F Larson Financial Group LLC 35 40.00 1
2025-08-13 13F Toronado Partners, LLC 531,884 14.73 12,861 5.91
2025-08-12 13F Prudential Financial Inc 124,354 50.41 3,007 38.85
2025-08-27 NP SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 1,380 1.62 33 -5.71
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 3,582 12.50 87 3.61
2025-08-13 13F Cerity Partners LLC 13,012 315
2025-09-04 13F/A Advisor Group Holdings, Inc. 483 2,583.33 12
2025-08-15 13F Tower Research Capital LLC (TRC) 3,259 271.18 79 254.55
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 20,277 20.52 490 11.36
2025-08-14 13F Millennium Management Llc 487,365 8.88 11,784 0.52
2025-08-11 13F Alps Advisors Inc 12,967 1.23 314 -6.57
2025-08-25 NP GONIX - Gotham Neutral Fund Institutional Class 5,150 25.09 125 15.89
2025-08-14 13F Bank Of America Corp /de/ 475,166 38.01 11,490 27.41
2025-08-14 13F/A Barclays Plc 75,379 38.01 2 0.00
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 695 51.09 17 33.33
2025-08-15 13F State of Tennessee, Treasury Department 6,310 153
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 3,528 25.82 84 48.21
2025-08-12 13F Legal & General Group Plc 23,525 7.83 569 -0.53
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 549 5.78 13 0.00
2025-08-13 13F Arrowstreet Capital, Limited Partnership 700,976 6.76 16,950 -1.44
2025-08-08 13F Hartland & Co., LLC 1,007 24
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 1,918 12.36 46 4.55
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 9,942 23.30 240 13.74
2025-08-05 13F Bank of New York Mellon Corp 71,492 4.58 1,729 -3.46
2025-08-12 13F Hillsdale Investment Management Inc. 234,300 7.92 5,665 -0.35
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 4,431 12.49 107 3.88
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 26,497 418.53 629 510.68
2025-08-12 13F CenterBook Partners LP 17,345 419
2025-08-07 13F Acadian Asset Management Llc 866,481 1.20 21 -9.09
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 1,027 24
2025-08-11 13F Great Lakes Advisors, Llc 158,275 3,827
2025-08-19 13F Newbridge Financial Services Group, Inc. 445 11
2025-06-26 NP HFCGX - Hennessy Cornerstone Growth Fund Investor Class 320,000 7,597
2025-08-12 13F Dynamic Technology Lab Private Ltd 30,030 726
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 7,406 12.78 179 4.68
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F Qube Research & Technologies Ltd 800,114 27.34 19,347 17.57
2025-07-24 13F Us Bancorp \de\ 69 1,050.00 2
2025-08-06 13F Horizon Investment Services, LLC 41,265 998
2025-06-27 NP RSSL - Global X Russell 2000 ETF 15,143 5.17 359 23.79
2025-08-14 13F Sei Investments Co 146,454 1.29 3,541 -6.47
2025-08-01 13F Teacher Retirement System Of Texas 54,318 1.78 1,313 -6.01
2025-08-28 NP SFLO - VictoryShares Small Cap Free Cash Flow ETF 44,503 110.23 1,076 94.22
2025-08-12 13F MAI Capital Management 52 1
2025-07-30 NP BFOR - Barron's 400 ETF 12,967 299
2025-07-25 13F Cwm, Llc 27,354 115.37 1
2025-08-13 13F Options Solutions, Llc 28,806 49.39 697 38.10
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 1,820 42
2025-08-13 13F Jacobs Asset Management, Llc 209,410 11.69 5,064 3.12
2025-07-22 13F Gsa Capital Partners Llp 51,206 308.41 1
2025-08-14 13F Two Sigma Investments, Lp 142,292 27.48 3,441 17.69
2025-08-13 13F Walleye Trading LLC Call 12,600 121.05 305 104.03
2025-08-08 13F Intech Investment Management Llc 17,273 8.71 418 0.24
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 4,082 13.93 99 5.38
2025-08-13 13F Russell Investments Group, Ltd. 72,484 3.55 1,753 -4.57
2025-08-26 NP PACAX - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 1,998 0.81 48 -5.88
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 19,100 2.69 462 -5.34
2025-08-14 13F Aqr Capital Management Llc 655,615 95.13 15,853 80.16
2025-08-26 NP Profunds - Profund Vp Small-cap 63 10.53 2 0.00
2025-08-07 13F S Squared Technology, LLC 50,000 1,209
2025-07-29 NP VFMFX - Vanguard U.S. Multifactor 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 7,479 172
2025-08-04 13F Assetmark, Inc 3 0
2025-08-14 13F State Street Corp 564,524 2.17 13,650 -5.67
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 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 9,016 165.18 214 409.52
2025-08-05 13F Wakefield Asset Management LLLP 39,893 965
2025-08-11 13F Vanguard Group Inc 2,077,610 4.13 50,237 -3.86
2025-08-08 13F Geode Capital Management, Llc 650,471 3.76 15,730 -4.21
2025-08-14 13F Ameriprise Financial Inc 98,120 2,371
2025-08-13 13F Invesco Ltd. 31,290 46.83 757 35.48
2025-08-14 13F Lazard Asset Management Llc 208,214 31.76 5 25.00
2025-08-11 13F Brown Brothers Harriman & Co 204 5
2025-08-13 13F First Trust Advisors Lp 14,720 356
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 10,106 39.72 244 -12.54
2025-08-13 13F EverSource Wealth Advisors, LLC 987 677.17 24 666.67
2025-08-14 13F Brevan Howard Capital Management LP 16,537 111.01 400 94.63
2025-08-26 NP IPSIX - Voya Index Plus SmallCap Portfolio Class I 7,011 3.56 170 25.19
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 2,796 25.78 68 15.52
2025-08-14 13F Price T Rowe Associates Inc /md/ 13,910 25.20 0
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 14,583 1,650.66 336 1,427.27
2025-07-14 13F Kapitalo Investimentos Ltda 10,933 264
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 126,051 10.02 2,905 -5.65
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 676 11,166.67 16
2025-08-14 13F Sherbrooke Park Advisers Llc 15,849 383
2025-06-26 NP DFSTX - U.s. Small Cap 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 93,037 39.62 2,209 64.04
2025-08-12 13F XTX Topco Ltd 23,648 572
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 550 8.27 13 0.00
2025-08-26 NP PAEAX - Putnam Dynamic Asset Allocation Growth Fund Class A shares 18,726 3.67 453 -4.44
2025-08-12 13F Ameritas Investment Partners, Inc. 2,796 25.78 68 15.52
2025-06-23 NP PPNMX - SmallCap Growth Fund I R-3 136,070 5,075.73 3,230 5,994.34
2025-07-29 NP BPLSX - Boston Partners Long/Short Equity Fund INSTITUTIONAL 13,967 27.69 322 9.18
2025-08-14 13F Driehaus Capital Management Llc 379,543 9,177
2025-07-30 NP SMIZ - Zacks Small/Mid Cap ETF 16,351 4.82 377 -10.26
2025-07-21 13F Hennessy Advisors Inc 420,600 171.35 10,170 232.57
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 3,908 120.67 93 162.86
2025-08-14 13F Peak6 Llc Call 62,700 103.57 1,516 88.09
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 12,694 9.91 307 1.32
2025-06-25 NP HSPGX - Emerald Growth Fund Class A 219,646 375.69 5,214 459.44
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 1,367 7.47 33 0.00
2025-08-12 13F Nuveen, LLC 640,742 9.23 15,493 0.85
2025-07-28 NP AVUSX - Avantis U.S. Equity Fund Institutional Class 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 1,432 33
2025-08-14 13F Mml Investors Services, Llc 11,727 0
2025-06-24 NP ESCKX - 1290 Essex Small Cap Growth Fund Class R 23,070 1.08 548 18.66
2025-08-13 13F Renaissance Technologies Llc 689,587 20.77 16,674 11.50
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 26,433 15.43 609 -0.98
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 61,891 2.03 1,469 19.92
2025-08-05 13F Huntington National Bank 40 21.21 1
2025-08-11 13F Integrated Quantitative Investments LLC 50,338 440.80 1,217 400.82
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 5,661 15.34 137 6.25
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-13 13F Hsbc Holdings Plc 31,639 9.13 771 0.13
2025-08-11 13F Covestor Ltd 1,419 54.58 0
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 18,521 18.60 448 9.29
2025-08-08 13F/A Sterling Capital Management LLC 11,906 45,692.31 288
2025-08-14 13F Point72 (DIFC) Ltd 2,226 54
2025-08-14 13F Citadel Advisors Llc Put 32,800 156.25 793 136.72
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 426,150 1.25 10,304 -6.51
2025-07-29 NP VFMF - Vanguard U.S. Multifactor ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,909 67
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 18,550 455
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 8,306 1.90 201 -6.10
2025-08-14 13F Susquehanna International Group, Llp Put 21,000 135.96 508 117.60
2025-08-28 NP CPAEX - Counterpoint Tactical Equity Fund Class A Shares 29,557 5.72 715 -2.46
2025-06-27 NP CTSIX - Calamos Timpani Small Cap Growth Fund Class I 137,176 271.52 3,257 391.10
2025-08-26 NP FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF 1,748 39.39 42 31.25
2025-08-08 13F Creative Planning 10,526 32.40 255 22.12
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 65,246 579.29 1,578 528.29
2025-08-22 NP FESM - Fidelity Enhanced Small Cap ETF 16,215 392
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 33,651 299.18 776 242.92
2025-08-11 13F Principal Securities, Inc. 336 8
2025-07-31 13F Asset Management One Co., Ltd. 4,682 28.70 113 18.95
2025-08-26 NP DMCRX - Driehaus Micro Cap Growth Fund 61,858 6.34 1,496 21.94
2025-07-25 NP BRSDX - MFS Blended Research Small Cap Equity Fund A 99,621 0.53 2,296 -13.78
2025-08-14 13F UBS Group AG 595,728 1.31 14,405 -6.46
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 5,085 22.44 121 44.58
2025-07-31 13F Linden Thomas Advisory Services, LLC 8,684 5.50 210 -2.79
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 4,198 10.59 102 2.02
2025-06-18 NP REBYX - U.S. Small Cap Equity Fund Class Y 13,577 231.07 322 292.68
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 684 2.70 17 -5.88
2025-08-12 13F LPL Financial LLC 17,074 96.89 413 81.50
2025-07-25 13F Concurrent Investment Advisors, LLC 10,004 7.47 242 -0.82
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 187 4
2025-08-12 13F American Century Companies Inc 86,469 146.77 2,091 127.92
2025-08-12 13F BlackRock, Inc. 3,387,462 0.26 81,909 -7.43
2025-08-14 13F Ieq Capital, Llc 69,130 144.28 1,672 125.51
2025-07-09 13F Pallas Capital Advisors LLC 9,196 222
2025-08-15 13F WealthCollab, LLC 51 1
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 38 8.57 1
2025-07-30 13F Cullen/frost Bankers, Inc. 615 134.73 15 133.33
2025-07-28 NP AVUS - Avantis U.S. 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 13,551 1,248.36 312 1,200.00
2025-08-12 13F Pacer Advisors, Inc. 169,260 4,093
2025-08-25 NP GARIX - Gotham Absolute Return Fund Institutional Class 26,721 58.83 646 46.82
2025-08-14 13F Voya Investment Management Llc 14,524 351
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 2,853 2.55 68 19.64
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 39,384 12.69 908 -3.41
2025-07-31 13F Nisa Investment Advisors, Llc 475 172.99 11 175.00
2025-08-14 13F Goldman Sachs Group Inc 276,800 77.31 6,693 63.72
2025-08-06 13F Savant Capital, LLC 16,927 409
2025-08-14 13F Mariner, LLC 9,492 230
2025-08-11 13F Rothschild Investment Llc 70 40.00 2 0.00
2025-08-12 13F Trexquant Investment LP 249,298 11.88 6,028 3.29
2025-08-12 13F Charles Schwab Investment Management Inc 257,518 3.89 6,227 -4.08
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 5,735 25.41 139 15.97
2025-07-30 13F Strategic Blueprint, LLC 9,622 2.68 233 -5.31
2025-08-14 13F Janus Henderson Group Plc 152,130 1,136.83 3,679 1,014.55
2025-08-26 NP Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF 732 18
2025-08-12 13F Zacks Investment Management 61,664 1.22 1,491 -6.52
2025-08-28 NP SEIS - SEI Select Small Cap ETF 13,836 11.91 335 3.41
2025-08-14 13F State Of Wisconsin Investment Board 239,670 18.55 5,795 9.46
2025-08-14 13F Graham Capital Management, L.P. 35,852 23.56 867 14.10
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 254,930 1.88 6,052 19.75
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 5,310 26.13 128 16.36
2025-08-01 13F Envestnet Asset Management Inc 45,146 20.29 1,092 11.10
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