INDB / Independent Bank Corp. - Kepemilikan Institusional - Pembeli

Independent Bank Corp.
US ˙ NasdaqGS ˙ US4538361084

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Independent Bank Corp. meliputi Reinhart Partners, Inc., RPMAX - Reinhart Genesis PMV Fund Investor Class, SUNAMERICA SERIES TRUST - SA AB Small & Mid Cap Value Portfolio Class 2, VSEQX - Vanguard Strategic Equity Fund Investor Shares, Glenmede Investment Management, LP, SDVD - FT Vest SMID Rising Dividend Achievers Target Income ETF, Quantessence Capital LLC, Fourthstone LLC, Gamco Investors, Inc. Et Al, Vident Advisory, LLC, Quantinno Capital Management LP, ISAM Funds (UK) Ltd, WSML - iShares MSCI World Small-Cap ETF, SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF, LRI Investments, LLC, RUSC - U.S. Small Cap Equity Active ETF, Strategic Wealth Partners, Ltd., Hartland & Co., LLC, Caitong International Asset Management Co., Ltd, dan Harbor Asset Planning, Inc. .

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 Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 12,437 0.74 782 1.16
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 6,179 3.55 389 4.02
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 6,880 9.12 433 9.37
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 85,606 1.47 5,383 1.85
2025-08-27 NP Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 72,000 240.99 4,528 187.25
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 49,423 0.32 3,108 0.68
2025-07-31 13F Caitong International Asset Management Co., Ltd 207 13
2025-08-20 NP FTMAX - Vivaldi Multi-Strategy Fund Class A Shares Short -8,402 -528
2025-08-13 13F Jones Financial Companies Lllp 3 0
2025-08-08 13F Hartland & Co., LLC 270 17
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 1,057 61.13 66 60.98
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 28,907 1.40 1,708 -10.76
2025-08-14 13F Raymond James Financial Inc 34,324 31.36 2,158 31.91
2025-05-15 13F Texas Permanent School Fund 41,790 2,469
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 60,193 6.80 3,702 -4.22
2025-08-28 NP KRE - SPDR(R) S&P Regional Banking(SM) 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 355,639 12.28 22,364 12.70
2025-08-12 13F SRS Capital Advisors, Inc. 216 1,442.86 14
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 105,823 3.11 6,253 -9.27
2025-08-28 NP MMTM - SPDR S&P 1500 Momentum 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 149 186.54 9 200.00
2025-06-18 NP REBYX - U.S. Small Cap Equity Fund Class Y 30,767 11.47 1,818 -1.89
2025-08-14 13F Fourthstone LLC 10,000 629
2025-08-20 NP VARAX - Vivaldi Merger Arbitrage Fund Class A Shares Short -44,276 -2,784
2025-08-26 NP SAOOX - Overlay A Portfolio Class 1 1,520 68.89 96 69.64
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 5,288 41.81 325 27.45
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 400 60.00 24 43.75
2025-08-28 NP SPDG - SPDR Portfolio S&P Sector Neutral Dividend ETF 46 21.05 3 0.00
2025-08-14 13F Federation des caisses Desjardins du Quebec 22,401 88.88 1,409 89.50
2025-07-31 13F Oppenheimer Asset Management Inc. 3,661 230
2025-08-14 13F Brevan Howard Capital Management LP 4,629 291
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 7,382 8.81 436 -4.18
2025-07-25 13F LRI Investments, LLC 938 59
2025-08-12 13F Public Sector Pension Investment Board 145,280 7.83 9,136 8.22
2025-08-13 13F Arizona State Retirement System 12,416 2.07 781 2.36
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 84,789 6.45 5,215 -4.52
2025-08-06 13F Rialto Wealth Management, LLC 2 0
2025-08-13 13F Edgestream Partners, L.P. 15,045 946
2025-07-18 13F SOA Wealth Advisors, LLC. 124 1.64 8 0.00
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 10,918 15.04 645 1.26
2025-08-11 13F Citigroup Inc 84,497 0.19 5,314 0.57
2025-08-13 13F Pictet Asset Management Holding SA 6,860 10.38 431 10.80
2025-07-10 13F Rockland Trust Co 731,272 21.08 43,268 14.36
2025-08-11 13F Rothschild Investment Llc 115 35.29 7 40.00
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 213,022 9.51 13,101 -1.77
2025-07-16 13F St Germain D J Co Inc 2,223 358.35 140 363.33
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 2,243 5.90 141 6.82
2025-08-25 NP MML SERIES INVESTMENT FUND - MML Small/Mid Cap Value Fund Initial Class 18,050 61.74 1,135 62.37
2025-07-22 13F Bay Harbor Wealth Management, LLC 2 100.00 0
2025-08-26 NP Profunds - Profund Vp Small-cap 98 2.08 6 0.00
2025-07-25 13F CBOE Vest Financial, LLC 33,621 164.92 2,114 165.91
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 74,119 3.54 4,661 3.93
2025-08-11 13F Vanguard Group Inc 5,174,731 0.78 325,413 1.15
2025-08-14 13F Hotchkis & Wiley Capital Management Llc 162,520 5.90 10,220 6.30
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 5,705 61.66 359 61.99
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 11,161 3.71 702 4.01
2025-07-29 13F Private Trust Co Na 619 296.79 39 322.22
2025-08-12 13F Pathstone Holdings, LLC 38,761 87.71 2,442 88.06
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 19,378 2.51 1,145 -9.77
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 5,736 361
2025-07-28 NP SMDV - ProShares Russell 2000 Dividend Growers ETF 110,390 3.22 6,789 -7.42
2025-08-27 13F/A Squarepoint Ops LLC 23,636 1,486
2025-08-14 13F Price T Rowe Associates Inc /md/ 36,440 9.81 2 0.00
2025-08-13 13F California Public Employees Retirement System 65,838 5.83 4,140 6.24
2025-07-09 13F Harbor Capital Advisors, Inc. 45,310 17,128.14 3
2025-08-27 NP RYDEX VARIABLE TRUST - Banking Fund Variable Annuity 584 79.14 37 80.00
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 169,654 10.56 10,025 -2.73
2025-06-27 NP SUNAMERICA SERIES TRUST - SA AB Small & Mid Cap Value Portfolio Class 2 56,326 3,328
2025-08-04 13F Hantz Financial Services, Inc. 83 730.00 0
2025-07-29 13F Harbor Asset Planning, Inc. 161 10
2025-08-14 13F/A Skopos Labs, Inc. 120 87.50 8 75.00
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 430,995 2.70 25,467 -9.64
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 22,831 7.05 1,404 -3.97
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 14,874 16.44 879 2.45
2025-08-12 13F Steward Partners Investment Advisory, Llc 373 0.81 23 0.00
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 7,920 67.12 498 66.56
2025-08-14 13F Millennium Management Llc 167,436 983.24 10,529 987.71
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 12 9.09 1
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 986 8.35 62 8.77
2025-07-25 NP RPMAX - Reinhart Genesis PMV Fund Investor Class 72,000 4,428
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 154 3.36 10 0.00
2025-08-14 13F Macquarie Group Ltd 1,084,173 9.94 68,178 10.35
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 11,358 9.64 714 10.19
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 265 1.15 16 -11.76
2025-07-22 13F HFM Investment Advisors, LLC 3 200.00 0
2025-07-15 13F Fortitude Family Office, LLC 39 2
2025-08-13 13F Jump Financial, LLC 8,307 522
2025-08-12 13F Rhumbline Advisers 136,455 1.05 8,581 1.43
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 1,372,937 0.87 86,337 1.25
2025-08-14 13F Wells Fargo & Company/mn 29,167 2.93 1,834 3.32
2025-08-12 13F Global Retirement Partners, LLC 68 28.30 4 33.33
2025-08-13 13F Bare Financial Services, Inc 104 372.73 7 500.00
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 7 0
2025-08-15 13F Tower Research Capital LLC (TRC) 4,171 103.27 262 104.69
2025-08-28 NP SMVIX - Simt Small Cap Value Fund Class I 16,883 20.28 1,062 20.71
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 9,344 2.19 552 -10.10
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 8,150 6.87 482 -6.05
2025-08-08 13F Larson Financial Group LLC 45 1,400.00 3
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 46,714 1.72 2,938 2.09
2025-05-30 NP SEIS - SEI Select Small Cap ETF 8,322 2.53 521 0.00
2025-08-01 13F Envestnet Asset Management Inc 30,984 38.92 1,948 39.44
2025-08-14 13F Voya Investment Management Llc 11,620 1.06 731 1.39
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 4,145 0
2025-08-14 13F Bnp Paribas Arbitrage, Sa 7,968 66.35 501 67.00
2025-08-14 13F Legato Capital Management LLC 28,581 6.91 1,797 7.35
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 15,083 11.43 891 -1.98
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 4,206 12.67 259 1.18
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 48,666 41.67 3,060 42.19
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 86,464 12.14 5,109 -1.33
2025-08-13 13F Norges Bank 493,800 31,053
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 31,338 0.40 1,971 0.77
2025-07-25 NP ABASX - AB Discovery Value Fund Class A 355,917 279.24 21,889 240.19
2025-07-25 13F JustInvest LLC 7,862 2.85 495 3.35
2025-08-13 13F First Trust Advisors Lp 657,570 78.70 41,351 79.37
2025-08-14 13F EP Wealth Advisors, Inc. 6,235 0.35 392 0.77
2025-08-14 13F Mml Investors Services, Llc 3,594 2.04 0
2025-07-21 13F Polaris Capital Management, LLC 32,439 5.53 2,040 5.92
2025-08-14 13F Bank Of America Corp /de/ 394,392 13.56 24,801 13.99
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 10,942 7.60 688 8.01
2025-08-01 13F Bessemer Group Inc 638 95.11 0
2025-08-29 NP BSVO - EA Bridgeway Omni Small-Cap Value ETF 129,113 3.75 8,119 4.14
2025-08-08 13F Atlantic Trust, LLC 20 1
2025-07-28 NP VCSLX - Small Cap Index Fund 18,047 11.29 1,110 -0.18
2025-08-14 13F Rafferty Asset Management, LLC 48,561 22.35 3,054 22.81
2025-07-25 13F Yousif Capital Management, Llc 15,861 0.88 997 1.22
2025-08-27 NP OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 3,120 67.74 196 68.97
2025-08-13 13F Gamco Investors, Inc. Et Al 6,368 400
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 21,734 3.76 1,367 4.12
2025-06-30 NP SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF 960 57
2025-08-29 NP STXK - Strive Small-Cap ETF 1,324 3.28 83 3.75
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 9,205 4.59 566 -6.14
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 6,549 1.21 412 1.48
2025-06-27 NP RSSL - Global X Russell 2000 ETF 25,792 6.62 1,524 -6.16
2025-08-14 13F Toroso Investments, LLC 4,979 5.31 313 5.74
2025-08-26 NP SDVY - First Trust SMID Cap Rising Dividend Achievers 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 545,219 110.64 34,286 111.43
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 1,281 23.05 76 8.70
2025-08-14 13F Susquehanna International Group, Llp Put 7,800 491
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 250,942 6.35 14,828 -6.42
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 5,426 36.26 321 19.85
2025-08-13 13F EverSource Wealth Advisors, LLC 550 233.33 35 240.00
2025-08-14 13F Susquehanna International Group, Llp 81,022 7.23 5,095 7.65
2025-08-14 13F Xponance, Inc. 3,330 2.90 209 3.47
2025-08-14 13F Group One Trading, L.p. Call 100 6
2025-08-07 13F Allworth Financial LP 6 0
2025-08-14 13F ISAM Funds (UK) Ltd 3,189 201
2025-08-26 NP SATOX - Tax-Aware Overlay A Portfolio Class 1 4,820 69.12 303 70.22
2025-08-26 NP PENN SERIES FUNDS INC - Smid Cap Value Fund 7,475 67.60 470 68.46
2025-08-28 NP CBHAX - Victory Market Neutral Income Fund Class A 108,777 13.70 6,840 14.13
2025-08-14 13F Lazard Asset Management Llc 17,128 8.76 1
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 123,614 284.18 7,602 244.76
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 26,793 12.84 1,583 -0.69
2025-08-27 NP RYKIX - Banking Fund Investor Class 2,650 4.95 167 5.06
2025-08-14 13F Maltese Capital Management Llc 65,000 30.00 4,088 30.49
2025-08-13 13F Guggenheim Capital Llc 3,624 12.09 228 12.38
2025-08-13 13F Brown Advisory Inc 49,005 0.01 3,082 0.39
2025-08-14 13F FJ Capital Management LLC 649,320 26.43 40,832 26.91
2025-08-26 NP XJR - iShares ESG Screened 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 3,343 13.40 210 14.13
2025-07-25 NP AFSM - First Trust Active Factor Small Cap 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 1,392 0.14 86 -10.53
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 78,560 0.60 4,831 -9.75
2025-08-14 13F Basswood Capital Management, L.l.c. 317,305 126.55 19,954 127.41
2025-08-14 13F Dean Capital Management 45,659 7.59 2,871 8.01
2025-08-14 13F Colony Group, LLC 10,514 7.89 661 8.36
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 232,318 0.58 14,288 -9.78
2025-08-05 13F Bank Of Montreal /can/ 7,899 0.15 497 0.40
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 15,141 2.92 952 3.37
2025-08-26 NP SVAL - iShares US Small Cap Value Factor 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 10,154 4.08 639 4.42
2025-08-27 NP VSEQX - Vanguard Strategic 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 28,647 1,801
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 7,116 2.92 438 -7.81
2025-08-12 13F Landscape Capital Management, L.l.c. 3,538 2.08 222 2.30
2025-09-04 13F/A Advisor Group Holdings, Inc. 1,116 23.31 70 25.00
2025-08-11 13F Covestor Ltd 871 9,577.78 0
2025-07-28 NP HDG - ProShares Hedge Replication ETF 56 12.00 3 0.00
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 25,176 5.62 1,488 -7.06
2025-06-17 NP GSEQX - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 7,670 8.49 453 -4.43
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 2,109 4.87 125 -8.15
2025-08-13 13F Natixis Advisors, L.p. 18,320 28.91 1
2025-07-30 NP IUSCX - Fisher Investments Institutional Group U.S. Small Cap Equity Fund 47 6.82 3 -33.33
2025-08-29 NP DHS - WisdomTree U.S. High Dividend Fund N/A 24,062 6.57 1,513 7.00
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 12,724 2.23 752 -10.06
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 76 5
2025-08-14 13F Ubs Asset Management Americas Inc 156,809 48.33 9,861 48.88
2025-08-20 NP RUSC - U.S. Small Cap Equity Active ETF 890 56
2025-06-26 NP CVAR - Cultivar ETF 3,842 0.65 227 -11.33
2025-04-24 NP OASC - OneAscent Small Cap Core ETF 2,189 10.84 150 5.63
2025-08-14 13F UBS Group AG 76,287 25.17 4,797 25.64
2025-08-13 13F New York State Common Retirement Fund 112,226 0.55 7 16.67
2025-08-13 13F Victory Capital Management Inc 906,058 2.12 56,977 2.50
2025-08-05 13F Bank of New York Mellon Corp 411,441 0.78 25,873 1.17
2025-08-04 13F Amalgamated Bank 12,129 0.31 1
2025-08-20 NP ASMOX - AQR Small Cap Momentum Style Fund Class I 3,301 495.85 208 508.82
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 6,188 389
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 60 1.69 4 0.00
2025-06-26 NP DFUV - Dimensional US Marketwide Value ETF 14,563 8.73 861 -4.34
2025-08-14 13F Qube Research & Technologies Ltd 10,975 690
2025-07-25 NP SCAVX - AB Small Cap Value Portfolio Class A 104,190 347.13 6,408 301.19
2025-08-14 13F Integrated Wealth Concepts LLC 58,939 9.57 3,706 10.00
2025-08-14 13F Fmr Llc 6,077 9.65 382 10.09
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 1,034 7.82 64 -3.08
2025-07-31 13F Nisa Investment Advisors, Llc 10,705 1.54 680 1.95
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 124,486 10.38 7,356 -2.89
2025-08-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 47,398 72.78 2,981 114.23
2025-08-08 13F Independence Financial Advisors, LLC 5,588 0.85 351 1.15
2025-08-06 13F True Wealth Design, LLC 153 15,200.00 10
2025-08-14 13F Quantessence Capital LLC 12,019 756
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 8,065 13.30 507 13.93
2025-08-12 13F MAI Capital Management 458 6.26 29 3.70
2025-08-13 13F Renaissance Technologies Llc 151,839 27.88 9,548 28.37
2025-08-27 NP BBTSX - Bridge Builder Tax Managed Small/Mid Cap Fund 42,151 187.66 2,651 188.67
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 6,657 36.64 409 22.46
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 1,059 65
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 267,774 5.48 16,839 5.87
2025-07-24 13F IFP Advisors, Inc 0 10
2025-08-14 13F Verition Fund Management LLC 804,118 19.67 50,567 20.12
2025-08-13 13F Cresset Asset Management, LLC 11,812 0.60 750 0.94
2025-08-14 13F Royal Bank Of Canada 17,861 43.45 1,124 44.29
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 19,794 2.12 1,245 2.47
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 2,944 4.32 185 5.11
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 26,553 8.52 1,670 8.94
2025-08-08 13F/A Sterling Capital Management LLC 1,172 59.89 74 62.22
2025-08-14 13F California State Teachers Retirement System 39,289 0.57 2,471 0.94
2025-08-08 13F Geode Capital Management, Llc 1,049,086 0.66 65,980 1.03
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 4,825 2.57 285 -9.52
2025-08-26 NP GSCYX - SMALL CAP EQUITY FUND Institutional 32,634 15.99 2,052 16.46
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 5,410 5.15 340 5.59
2025-08-27 NP PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 38,135 0.79 2,398 1.18
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Proequities, Inc. 0 0
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 11,553 0.23 727 0.55
2025-08-12 13F Dimensional Fund Advisors Lp 2,355,764 0.71 148,146 1.09
2025-08-13 13F Stablepoint Partners, LLC 23,726 3.01 1,492 3.47
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 3,469 26.84 218 27.49
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 930 13.00 57 1.79
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 1,142 25.63 72 26.79
2025-07-24 13F Ronald Blue Trust, Inc. 885 8.06 56 7.84
2025-08-13 13F Bollard Group LLC 3,613 2.06 0
2025-08-13 13F MetLife Investment Management, LLC 25,286 1.08 1,590 1.47
2025-08-15 13F Morgan Stanley 609,026 7.93 38,299 8.34
2025-07-16 13F State of Alaska, Department of Revenue 25,370 7.75 2 0.00
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 8,202 17.90 485 3.64
2025-07-25 NP DCCAX - Delaware Small Cap Core Fund Class A 823,564 4.37 50,649 -6.37
2025-08-25 NP MMYAX - MassMutual Select Small Company Value Fund Class A 5,862 28.13 369 28.67
2025-08-11 13F Strategic Wealth Partners, Ltd. 565 36
2025-08-14 13F Bridgeway Capital Management Inc 179,289 2.78 11,275 3.17
2025-07-09 13F Reinhart Partners, Inc. 507,696 31,927
2025-07-17 13F Janney Montgomery Scott LLC 10,168 124.46 1
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 685 0.59 43 2.38
2025-08-14 13F Balyasny Asset Management Llc 6,113 384
2025-06-18 NP RTSSX - Tax-Managed U.S. Mid & Small Cap Fund Class S 33,120 24.34 1,957 9.45
2025-08-26 NP AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small/Mid Cap Value Portfolio Class A 104,647 69.19 6,581 69.85
2025-08-28 NP TPSC - Timothy Plan US Small Cap Core ETF 7,520 15.09 473 15.40
2025-06-25 NP SDVD - FT Vest SMID Rising Dividend Achievers Target Income ETF 13,999 827
2025-07-23 13F Maryland State Retirement & Pension System 12,525 0.89 788 1.29
2025-08-26 NP Profunds - Profund Vp Small-cap Value 931 0.54 59 0.00
2025-08-14 13F Vident Advisory, LLC 4,825 303
2025-08-12 13F Dynamic Technology Lab Private Ltd 14,060 884
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 100 2.04 6 0.00
2025-08-05 13F Simplex Trading, Llc 214 0
2025-08-05 13F Simplex Trading, Llc Call 100 0
2025-08-14 13F Glenmede Investment Management, LP 18,646 1,173
2025-08-05 13F GHP Investment Advisors, Inc. 34,273 1.77 2,155 2.18
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 12,925 0.47 795 -9.98
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 4,009 12.64 252 13.51
2025-08-05 13F Simplex Trading, Llc Put 2,900 0
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 218 1.87 14 0.00
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 33,546 14.87 2,110 15.31
2025-08-14 13F/A Barclays Plc 98,190 45.44 6 50.00
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 7,202 2.34 453 2.73
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 10,492 620
2025-07-08 13F Rise Advisors, LLC 18 12.50 1 0.00
2025-08-08 13F SG Americas Securities, LLC 8,331 45.16 1
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 81,073 10.19 4,791 -3.06
2025-07-11 13F/A Umb Bank N A/mo 216 56.52 14 62.50
2025-08-11 13F Empowered Funds, LLC 130,613 3.89 8,214 4.28
2025-08-14 13F Mariner, LLC 7,872 20.50 495 21.03
2025-07-21 13F HighMark Wealth Management LLC 182 1.11 11 0.00
2025-08-14 13F Alliancebernstein L.p. 1,703,144 57.95 107,102 58.54
2025-08-13 13F Isthmus Partners, Llc 38,300 0.81 2,408 1.18
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 11,541 15.47 682 1.49
2025-08-04 13F Atria Investments Llc 3,721 1.09 234 1.74
2025-08-14 13F Quantinno Capital Management LP 3,249 204
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 29,400 20.00 1,808 7.68
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 9,584 5.08 603 5.43
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 32,095 3.22 2,018 3.59
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 19,331 248.87 1,189 213.46
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 174 3.57 10 -9.09
2025-07-29 NP EBI - Longview Advantage ETF 376 2,406.67 23 2,200.00
2025-08-08 13F Principal Financial Group Inc 258,728 22.27 16,270 22.74
2025-08-14 13F Riggs Asset Managment Co. Inc. 64 4
2025-08-26 NP QABA - First Trust NASDAQ ABA Community Bank Index 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 27,198 6.35 1,710 6.74
2025-08-14 13F Comerica Bank 15,316 1.22 963 1.58
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