2025-08-28 |
NP |
IWN - iShares Russell 2000 Value ETF
|
|
|
|
91,658 |
5.12 |
1,283 |
21.04 |
|
2025-06-26 |
NP |
KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
42 |
7.69 |
1 |
|
|
2025-07-14 |
13F |
GAMMA Investing LLC
|
|
|
|
341 |
14.43 |
5 |
33.33 |
|
2025-06-27 |
NP |
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1
|
|
|
|
1,169 |
2.45 |
15 |
-17.65 |
|
2025-08-26 |
NP |
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB
|
|
|
|
1,420 |
39.22 |
20 |
58.33 |
|
2025-08-12 |
13F |
BlackRock, Inc.
|
|
|
|
551,880 |
1.20 |
7,726 |
16.51 |
|
2025-08-27 |
13F/A |
Brinker Capital Investments, LLC
|
|
|
|
50,948 |
6.73 |
713 |
22.93 |
|
2025-08-26 |
NP |
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB
|
|
|
|
184,000 |
8.24 |
2,576 |
24.63 |
|
2025-07-25 |
13F |
Cwm, Llc
|
|
|
|
719 |
113.35 |
0 |
|
|
2025-07-30 |
13F |
Evermay Wealth Management Llc
|
|
|
|
1,850 |
|
26 |
|
|
2025-06-27 |
NP |
RSSL - Global X Russell 2000 ETF
|
|
|
|
6,160 |
4.74 |
78 |
-13.33 |
|
2025-08-06 |
13F |
True Wealth Design, LLC
|
|
|
|
11 |
175.00 |
0 |
|
|
2025-08-14 |
13F |
Bank Of America Corp /de/
|
|
|
|
15,488 |
49.87 |
217 |
72.80 |
|
2025-08-12 |
13F |
Charles Schwab Investment Management Inc
|
|
|
|
29,013 |
5.38 |
406 |
21.56 |
|
2025-07-24 |
NP |
FCFMX - Fidelity Series Total Market Index Fund
|
|
|
|
14,517 |
7.34 |
200 |
13.64 |
|
2025-08-13 |
13F |
Hsbc Holdings Plc
|
|
|
|
27,742 |
78.65 |
416 |
120.11 |
|
2025-05-28 |
NP |
SMLV - SPDR SSGA US Small Cap Low Volatility Index ETF
|
|
|
|
16,851 |
30.22 |
205 |
-10.53 |
|
2025-07-24 |
13F |
IFP Advisors, Inc
|
|
|
|
0 |
|
0 |
|
|
2025-07-22 |
13F |
Gsa Capital Partners Llp
|
|
|
|
10,104 |
|
0 |
|
|
2025-09-04 |
13F/A |
Advisor Group Holdings, Inc.
|
|
|
|
537 |
|
8 |
|
|
2025-08-14 |
13F |
Lazard Asset Management Llc
|
|
|
|
212 |
381.82 |
0 |
|
|
2025-08-26 |
NP |
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB
|
|
|
|
2,124 |
12.50 |
30 |
31.82 |
|
2025-08-11 |
13F |
Vanguard Group Inc
|
|
|
|
558,398 |
0.64 |
7,818 |
15.88 |
|
2025-08-11 |
13F |
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
18,500 |
8.82 |
259 |
25.73 |
|
2025-06-26 |
NP |
FLXSX - Fidelity Flex Small Cap Index Fund
|
|
|
|
1,993 |
19.77 |
25 |
0.00 |
|
2025-07-24 |
NP |
FSMAX - Fidelity Extended Market Index Fund
|
|
|
|
56,782 |
1.29 |
783 |
7.11 |
|
2025-08-22 |
NP |
FISVX - Fidelity Small Cap Value Index Fund
|
|
|
|
11,421 |
1.04 |
160 |
16.06 |
|
2025-08-13 |
13F |
Gamco Investors, Inc. Et Al
|
|
|
|
224,460 |
18.01 |
3,142 |
35.90 |
|
2025-08-07 |
13F |
Allworth Financial LP
|
|
|
|
24 |
|
0 |
|
|
2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
2025-08-27 |
NP |
RYRUX - Russell 2000 2x Strategy Fund A-Class Shares
|
|
|
|
53 |
1.92 |
1 |
|
|
2025-06-26 |
NP |
FSSNX - Fidelity Small Cap Index Fund
|
|
|
|
103,548 |
1.22 |
1,314 |
-16.52 |
|
2025-08-13 |
13F |
De Lisle Partners LLP
|
|
|
|
151,222 |
3.42 |
2,116 |
19.68 |
|
2025-07-31 |
13F |
Nisa Investment Advisors, Llc
|
|
|
|
160 |
540.00 |
2 |
|
|
2025-07-29 |
NP |
VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares
|
|
|
|
51,781 |
9.19 |
714 |
15.53 |
|
2025-08-13 |
13F |
Gabelli Funds Llc
|
|
|
|
51,400 |
20.66 |
720 |
38.80 |
|
2025-08-14 |
13F |
Citadel Advisors Llc
|
|
Call
|
|
19,100 |
|
267 |
|
|
2025-06-26 |
NP |
DFAT - Dimensional U.S. Targeted Value ETF
|
|
|
|
73,481 |
1.92 |
932 |
-15.96 |
|
2025-08-04 |
13F |
Strs Ohio
|
|
|
|
12,100 |
8.04 |
169 |
24.26 |
|
2025-08-14 |
13F/A |
Barclays Plc
|
|
|
|
30,607 |
42.62 |
0 |
|
|
2025-08-27 |
NP |
RYMKX - Russell 2000 1.5x Strategy Fund Class H
|
|
|
|
15 |
7.14 |
0 |
|
|
2025-08-14 |
13F |
Susquehanna International Group, Llp
|
|
|
|
18,388 |
7.58 |
257 |
24.15 |
|
2025-08-14 |
13F |
Bridgeway Capital Management Inc
|
|
|
|
42,719 |
2.64 |
598 |
18.18 |
|
2025-08-08 |
13F |
Geode Capital Management, Llc
|
|
|
|
240,729 |
1.22 |
3,371 |
16.56 |
|
2025-08-13 |
13F |
SageView Advisory Group, LLC
|
|
|
|
33,999 |
23.85 |
560 |
67.87 |
|
2025-08-13 |
13F |
Arrowstreet Capital, Limited Partnership
|
|
|
|
65,708 |
3.30 |
920 |
18.89 |
|
2025-08-05 |
13F |
Bank of New York Mellon Corp
|
|
|
|
66,103 |
1.12 |
925 |
16.50 |
|
2025-08-13 |
13F |
Jones Financial Companies Lllp
|
|
|
|
548 |
|
8 |
|
|
2025-07-28 |
NP |
HDG - ProShares Hedge Replication ETF
|
|
|
|
14 |
16.67 |
0 |
|
|
2025-08-14 |
13F |
Aqr Capital Management Llc
|
|
|
|
11,768 |
|
165 |
|
|
2025-08-14 |
13F |
Raymond James Financial Inc
|
|
|
|
5,335 |
|
75 |
|
|
2025-08-08 |
13F/A |
Sterling Capital Management LLC
|
|
|
|
291 |
57.30 |
4 |
100.00 |
|
2025-06-27 |
NP |
EBIT - Harbor AlphaEdge Small Cap Earners ETF
|
|
|
|
220 |
1.38 |
3 |
-33.33 |
|
2025-06-24 |
NP |
SWSSX - Schwab Small-Cap Index Fund
|
|
|
|
25,595 |
6.23 |
325 |
-12.43 |
|
2025-06-26 |
NP |
DFSV - Dimensional US Small Cap Value ETF
|
|
|
|
49,796 |
6.79 |
632 |
-11.99 |
|
2025-08-29 |
NP |
GGMMX - Gabelli Global Mini Mites Fund CLASS I
|
|
|
|
16,000 |
122.22 |
224 |
157.47 |
|
2025-05-15 |
13F/A |
Orion Portfolio Solutions, LLC
|
|
|
|
47,736 |
7.10 |
580 |
-26.21 |
|
2025-08-14 |
13F |
Royal Bank Of Canada
|
|
|
|
15,478 |
0.92 |
217 |
16.67 |
|
2025-08-06 |
13F |
First Horizon Advisors, Inc.
|
|
|
|
825 |
6.45 |
12 |
22.22 |
|
2025-08-13 |
13F |
EverSource Wealth Advisors, LLC
|
|
|
|
25 |
525.00 |
0 |
|
|
2025-08-26 |
NP |
Profunds - Profund Vp Small-cap
|
|
|
|
24 |
4.35 |
0 |
|
|
2025-08-11 |
13F |
Covestor Ltd
|
|
|
|
69 |
102.94 |
0 |
|
|
2025-08-14 |
13F |
Fmr Llc
|
|
|
|
818 |
34.54 |
11 |
57.14 |
|
2025-07-22 |
NP |
GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
|
|
|
|
8,461 |
0.63 |
117 |
6.42 |
|
2025-07-31 |
13F |
Pullen Investment Management, LLC
|
|
|
|
48,559 |
14.77 |
680 |
32.10 |
|
2025-03-28 |
NP |
FESRX - First Eagle Small Cap Opportunity Fund Class R6
|
|
|
|
67,984 |
6.38 |
1,046 |
-17.83 |
|
2025-08-15 |
13F |
Tower Research Capital LLC (TRC)
|
|
|
|
1,564 |
52.14 |
22 |
75.00 |
|
2025-08-13 |
13F |
Martin & Co Inc /tn/
|
|
|
|
292,227 |
14.38 |
4,091 |
31.71 |
|
2025-08-26 |
NP |
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB
|
|
|
|
1,710 |
13.25 |
24 |
27.78 |
|