IRDM / Iridium Communications Inc. - Kepemilikan Institusional - Pembeli

Iridium Communications Inc.
US ˙ NasdaqGS ˙ US46269C1027

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Iridium Communications Inc. meliputi Synergy Financial Management, LLC, Two Creeks Capital Management, LP, Graphene Investments SAS, Botty Investors LLC, SJCAX - Steward Large Cap Core Fund Class A, PKW - Invesco BuyBack Achievers ETF, SFLO - VictoryShares Small Cap Free Cash Flow ETF, Brookwood Investment Group LLC, AVSC - Avantis U.S. Small Cap Equity ETF, Empowered Funds, LLC, SJVCX - Steward Large Cap Value Fund Class C, CCMG - CCM Global Equity ETF, Canal Insurance CO, Ilex Capital Partners (UK) LLP, IMC-Chicago, LLC, CLCEX - Multi-Manager Large Cap Growth Strategies Fund Institutional Class, Readystate Asset Management Lp, Farringdon Capital, Ltd., BFOR - Barron's 400 ETF, dan AVSBX - Avantis U.S. Small Cap Equity Fund G Class .

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
(%)
2025-06-24 NP JPUS - JPMorgan Diversified Return U.S. Equity ETF 23,577 39.73 569 17.11
2025-08-12 13F Franklin Resources Inc 23,343 4.92 704 15.98
2025-07-29 13F Virginia Retirement Systems Et Al 56,100 0.18 1,693 10.66
2025-06-25 NP ARKX - ARK Space Exploration & Innovation ETF 938,976 7.48 22,657 -9.79
2025-06-26 NP PQCCX - PGIM QMA Mid-Cap Core Equity Fund Class R6 490 7.69 12 -15.38
2025-07-23 13F Klp Kapitalforvaltning As 31,200 48.57 941 64.22
2025-08-13 13F Northwestern Mutual Wealth Management Co 481 17.89 15 27.27
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 51,827 0.34 1,564 10.77
2025-08-26 NP GVLU - Gotham 1000 Value ETF 14,161 13.18 427 25.22
2025-07-29 NP EBI - Longview Advantage ETF 9,207 3,454.83 234 2,812.50
2025-06-26 NP FLCOX - Fidelity Large 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 44,619 8.54 1,077 -8.89
2025-09-04 13F/A Advisor Group Holdings, Inc. 16,130 69.31 487 86.92
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 12,476 661.66 301 410.17
2025-08-12 13F Public Sector Pension Investment Board 202,501 6,109
2025-08-14 13F Quantinno Capital Management LP 15,199 3.13 459 13.93
2025-07-21 13F Synergy Financial Management, LLC 662,183 19,978
2025-08-26 NP EHLS - Even Herd Long Short ETF Short -5,642 -46.98 -170 -41.38
2025-08-06 13F Rialto Wealth Management, LLC 5 0
2025-08-13 13F Walleye Capital LLC Call 1,900 57
2025-08-12 13F MAI Capital Management 1,604 1.78 48 11.63
2025-08-13 13F Walleye Capital LLC Put 13,000 392
2025-08-14 13F Citadel Advisors Llc 1,212,834 192.00 36,591 222.47
2025-07-22 13F Carolina Wealth Advisors, LLC 2,515 76
2025-08-14 13F Federation des caisses Desjardins du Quebec 1,145 48.70 35 61.90
2025-08-14 13F Citadel Advisors Llc Call 203,600 113.64 6,143 135.96
2025-06-30 NP NSFJX - Natixis Sustainable Future 2045 Fund Class N 406 16.33 10 -10.00
2025-06-30 NP NSFHX - Natixis Sustainable Future 2040 Fund Class N 383 5.80 9 -10.00
2025-07-30 NP CCMG - CCM Global Equity ETF 23,037 585
2025-06-30 NP NSFGX - Natixis Sustainable Future 2035 Fund Class N 239 5.75 6 -16.67
2025-07-17 13F Janney Montgomery Scott LLC 29,041 9.07 1
2025-06-30 NP NSFKX - Natixis Sustainable Future 2050 Fund Class N 432 5.37 10 -9.09
2025-07-08 13F Rise Advisors, LLC 332 0.30 10 11.11
2025-08-14 13F Anchor Capital Management Company, Llc 890,917 14.82 26,879 26.79
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 789 7.49 24 15.00
2025-07-30 13F Paralel Advisors LLC 97,791 1.89 2,950 12.51
2025-08-28 NP SAGP - STRATEGAS GLOBAL POLICY OPPORTUNITIES ETF 3,820 36.14 115 51.32
2025-08-13 13F Botty Investors LLC 93,609 2,824
2025-08-22 NP FVHKV - Hedged Equity Portfolio Service Class 56 2
2025-07-28 NP EQAL - Invesco Russell 1000 Equal Weight 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 122,151 6.37 3,103 -14.40
2025-08-14 13F Bank Of America Corp /de/ 703,382 3.67 21,221 14.49
2025-08-13 13F Gabelli Funds Llc 45,000 95.65 1,358 116.08
2025-06-24 NP SWMCX - Schwab U.S. Mid-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 18,574 15.75 448 -2.82
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 14,608 53.57 441 69.88
2025-08-26 NP Profunds - Profund Vp Mid-cap Value 395 10.96 12 22.22
2025-07-31 13F State of New Jersey Common Pension Fund D 73,774 19.86 2,226 32.36
2025-08-14 13F Citadel Advisors Llc Put 72,000 35.85 2,172 50.10
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 31,301 1.45 944 12.11
2025-06-25 NP TDVI - FT Vest Technology Dividend Target Income ETF 4,252 5.17 103 -12.07
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 1,161 0
2025-08-07 13F Acadian Asset Management Llc 300,714 72.02 9 125.00
2025-08-29 NP STXG - Strive 1000 Growth ETF 321 4.22 10 12.50
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 5,915 150
2025-08-14 13F Stifel Financial Corp 39,815 144.56 1,202 170.50
2025-08-14 13F Two Sigma Advisers, Lp 39,800 41.13 1,201 55.84
2025-08-08 13F Cetera Investment Advisers 10,106 15.97 305 27.73
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 33,393 18.61 1,007 30.95
2025-08-14 13F Royal Bank Of Canada 125,186 159.05 3,778 186.21
2025-08-27 NP TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund Short -30,228 -0.19 -912 10.16
2025-08-29 NP WTRE - WisdomTree Global ex-U.S. Real Estate Fund N/A 3,113 94
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 74 7.25 2 100.00
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 156,667 4.60 3,979 -15.82
2025-08-06 13F Penserra Capital Management LLC 416,561 352.13 13 500.00
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 9,861 298
2025-07-30 NP FCTDX - Strategic Advisers Fidelity U.S. Total Stock 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 290,600 130.63 7,381 85.64
2025-07-21 13F Ameritas Advisory Services, LLC 308 9
2025-08-14 13F Aquatic Capital Management LLC 133,362 14.78 4,024 26.75
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 2,464 5.43 74 17.46
2025-07-22 13F HFM Investment Advisors, LLC 8 33.33 0
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 18,341 1.39 443 -15.00
2025-08-13 13F California Public Employees Retirement System 195,045 1.00 5,885 11.55
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 2,300 16.46 58 -6.45
2025-08-14 13F Atom Investors LP 7,314 221
2025-08-29 NP MFUS - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 611 18
2025-08-12 13F LPL Financial LLC 58,665 22.94 1,770 35.76
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 4,570 107.73 138 128.33
2025-08-22 NP FMDGX - Fidelity Mid 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 7,184 0.93 217 11.34
2025-07-18 13F La Banque Postale Asset Management SA 182,071 21.95 5,493 34.70
2025-08-14 13F Fmr Llc 894,272 10.07 26,980 21.55
2025-07-22 13F Bay Harbor Wealth Management, LLC 8 300.00 0
2025-08-06 13F Fox Run Management, L.l.c. 30,930 205.00 933 236.82
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 19,743 8.32 596 19.72
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 23,710 95.26 572 63.90
2025-08-11 13F Citigroup Inc 73,341 94.15 2,213 114.34
2025-08-14 13F Robertson Opportunity Capital, LLC 283,346 50.52 8,549 66.24
2025-07-24 13F Ronald Blue Trust, Inc. 2,183 6.23 66 16.07
2025-08-12 13F Entropy Technologies, LP 16,193 86.47 489 105.91
2025-06-24 NP NFRA - FlexShares STOXX Global Broad Infrastructure Index Fund This fund is a listed as child fund of Northern Trust 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 36,432 19.92 879 0.69
2025-06-26 NP SMNCX - Steward Equity Market Neutral Fund Class C 51,000 240.00 1,231 185.38
2025-08-20 NP AQRNX - AQR Multi-Asset Fund Class N Short -22,692 142.88 -685 168.24
2025-06-23 NP MDPIX - Mid-cap Profund Investor Class 401 18.99 10 0.00
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 7,923 1,141.85 191 730.43
2025-08-20 NP QMNIX - AQR Equity Market Neutral Fund Class I Short -136,465 113.59 -4,117 135.93
2025-05-15 13F Oxford Asset Management Llp 11,356 310
2025-06-30 NP NSFLX - Natixis Sustainable Future 2055 Fund Class N 387 15.52 9 0.00
2025-06-24 NP QLV - FlexShares US Quality Low Volatility Index Fund This fund is a listed as child fund of Northern Trust 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 30,960 1,002.56 747 833.75
2025-07-30 13F ARK Investment Management LLC 5,333,528 9.03 160,913 20.41
2025-07-15 13F Fortitude Family Office, LLC 26 1
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 2,159,292 18.74 54,846 -4.44
2025-08-14 13F Silver Heights Capital Management Inc. 4,228,263 13.45 127,567 25.29
2025-08-14 13F Hancock Whitney Corp 30,693 45.63 926 61.04
2025-08-11 13F Pin Oak Investment Advisors Inc 0 0
2025-08-08 13F Intech Investment Management Llc 66,921 0.71 2,019 11.24
2025-08-26 NP NORTHERN FUNDS - U.S. Quality ESG Fund Class I 52,224 143.13 1,576 168.77
2025-08-26 NP EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA 11,300 59.15 341 76.17
2025-08-11 13F Strategic Wealth Partners, Ltd. 105 3
2025-06-25 NP RILA - Indexperts Gorilla Aggressive Growth ETF 792 164.88 19 137.50
2025-08-20 NP QLFIX - AQR LSE Fusion Fund Class I Short -1,027 -31
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 11,173 337
2025-08-12 13F Integrated Advisors Network LLC 15,221 40.45 459 55.07
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 218,638 249.00 5,276 192.89
2025-06-27 NP PKW - Invesco BuyBack Achievers 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 52,455 1,266
2025-08-07 13F Readystate Asset Management Lp 15,303 462
2025-08-15 13F Harvest Fund Management Co., Ltd 2,216 0
2025-07-22 13F IMC-Chicago, LLC Call 16,900 510
2025-06-26 NP SRHQ - SRH U.S. Quality ETF 97,791 1.89 2,360 -14.50
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 136,172 2.51 4,108 13.20
2025-08-13 13F Bank Of Nova Scotia 14,799 50.24 446 65.80
2025-08-14 13F Capstone Investment Advisors, Llc 10,728 324
2025-08-08 13F Hartland & Co., LLC 105 337.50 3
2025-08-04 13F Hantz Financial Services, Inc. 529 2,684.21 0
2025-08-13 13F Brown Advisory Inc 512,877 0.51 15,474 10.99
2025-08-14 13F Sei Investments Co 189,064 21.76 5,704 34.46
2025-08-04 13F AdvisorShares Investments LLC 15,460 5.89 466 17.09
2025-08-14 13F Gotham Asset Management, LLC 951,199 8.17 28,698 19.45
2025-08-14 13F Brevan Howard Capital Management LP 30,891 932
2025-08-08 13F Jupiter Asset Management Ltd 355,002 37.76 10,710 52.13
2025-08-06 13F Agf Management Ltd 116,182 34.98 3,505 49.09
2025-08-28 NP SFLO - VictoryShares Small Cap Free Cash Flow ETF 47,981 1,448
2025-08-14 13F Susquehanna International Group, Llp 63,244 148.42 1,908 174.53
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 416 1.46 10 -9.09
2025-08-14 13F Susquehanna International Group, Llp Call 138,900 0.07 4,191 10.50
2025-08-26 NP XJH - iShares ESG Screened S&P Mid-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 11,607 1.21 350 11.82
2025-08-14 13F Susquehanna International Group, Llp Put 91,300 24.90 2,755 37.91
2025-06-27 NP SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 3,161 19.83 76 1.33
2025-08-14 13F Price T Rowe Associates Inc /md/ 1,968,549 1.17 59 11.32
2025-08-14 13F Select Equity Group, L.P. 1,001,350 12.87 30,211 24.64
2025-08-11 13F TD Waterhouse Canada Inc. 400 33.33 12 50.00
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 6,762 242.90 163 191.07
2025-08-13 13F Johnson Financial Group, Inc. 2,317 70
2025-08-14 13F Two Sigma Securities, Llc 16,826 508
2025-07-29 NP VRGWX - Vanguard Russell 1000 Growth 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 12,544 4.59 319 -15.87
2025-08-05 13F Plato Investment Management Ltd 1,270 1.03 38 11.76
2025-08-26 NP Profunds - Profund Vp Mid-cap Growth 485 8.26 15 16.67
2025-06-26 NP FSPGX - Fidelity Large 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 12,126 9.45 293 -8.18
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 24,216 1.62 731 12.14
2025-06-30 NP SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF 3,977 96
2025-08-13 13F Gamco Investors, Inc. Et Al 8,600 259
2025-06-30 NP COWG - Pacer US Large Cap Cash Cows Growth Leaders ETF 604,423 405.34 14,585 324.20
2025-08-20 NP QHFRX - AQR MS Fusion HV Fund Class R6 Short -1,779 -54
2025-08-13 13F Kilter Group LLC 15 0
2025-08-18 13F Wolverine Trading, Llc Call 48,100 1,445
2025-08-18 13F Wolverine Trading, Llc Put 13,000 391
2025-07-29 13F Nordea Investment Management Ab 314,769 1.05 9,465 11.47
2025-08-14 13F Ilex Capital Partners (UK) LLP 18,363 554
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 2,974 26.71 72 5.97
2025-04-29 13F IFM Investors Pty Ltd 13,402 3.71 408 9.09
2025-08-01 13F Davy Global Fund Management Ltd 168,794 107.71 5,093 129.37
2025-05-21 NP PXWGX - PAX ESG Beta Quality Fund Investor Class 35,227 3.56 962 -2.53
2025-08-13 13F Pictet Asset Management Holding SA 14,218 4.95 429 15.68
2025-06-26 NP FSMDX - Fidelity Mid 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 383,458 8.22 9,253 -9.18
2025-07-29 NP FDLS - Inspire Fidelis Multi Factor ETF 27,820 3.44 707 -16.75
2025-07-24 13F CWM Advisors, LLC 45,489 6.36 1,372 17.47
2025-07-24 NP FSTCX - Telecommunications Portfolio 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 350,311 5.83 8,898 -14.83
2025-07-11 13F Diversified Trust Co 14,111 426
2025-08-28 NP SPMD - SPDR(R) Portfolio Mid Cap 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 490,841 1.90 14,809 12.53
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 223,261 107.49 5,387 74.17
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 46,240 5.79 1,116 -11.23
2025-08-06 13F Graphene Investments SAS 115,300 3,479
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 11,846 301
2025-06-23 NP PMPRX - MidCap Value Fund I R-3 3,258 6.47 79 -10.34
2025-08-14 13F Jane Street Group, Llc 351,584 46.89 10,607 62.21
2025-08-14 13F Two Creeks Capital Management, LP Put 525,700 15,860
2025-07-29 NP IVOO - Vanguard S&P Mid-Cap 400 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 162,039 1.44 4,116 -18.37
2025-08-14 13F UBS Group AG 732,144 48.45 22,089 63.93
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 19,446 16.82 494 -6.10
2025-06-26 NP SJGIX - Steward Large Cap Growth Fund Institutional Class 77,000 20.31 1,858 0.98
2025-08-11 13F Rothschild Investment Llc 25 1
2025-08-26 NP JMEE - JPMorgan Market Expansion Enhanced Equity ETF 169,865 3.42 5,125 14.20
2025-08-28 NP TFAFX - Tactical Growth Allocation Fund Class I 10,287 310
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 149 2.76 4 0.00
2025-08-15 13F Tower Research Capital LLC (TRC) 14,091 105.77 425 127.27
2025-08-26 NP EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 10,119 1.77 305 12.55
2025-08-14 13F Group One Trading, L.p. Call 88,800 169.91 2,679 198.33
2025-08-12 13F Jefferies Financial Group Inc. 12,160 367
2025-07-30 13F Canal Insurance CO 20,000 1
2025-07-18 13F Truist Financial Corp 10,499 2.90 317 13.67
2025-06-26 NP FHOFX - Fidelity Series Large 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 633 19.21 15 0.00
2025-08-14 13F Jane Street Group, Llc Call 14,500 437
2025-07-29 13F Values First Advisors, Inc. 12,380 0.72 374 11.01
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth 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 101,704 3.83 2,454 -12.86
2025-06-26 NP TSMOX - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 71,940 67.03 1,736 11.15
2025-08-15 NP ADNIX - American Beacon ARK Transformational Innovation Fund Institutional Class 64,612 21.67 1,949 34.41
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 64,904 15.55 1,566 -2.97
2025-08-14 13F GWM Advisors LLC 400 33.33 12 50.00
2025-08-14 13F/A Skopos Labs, Inc. 770 406.58 23 475.00
2025-08-04 13F Strs Ohio 2,268 68
2025-08-14 13F Farringdon Capital, Ltd. 14,720 444
2025-07-28 NP AVUQ - Avantis U.S. Quality ETF 2,407 61
2025-08-05 13F Connable Office Inc 6,659 201
2025-08-11 13F Empowered Funds, LLC 33,914 1,023
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 26,323 7.17 794 18.33
2025-08-25 NP SURE - AdvisorShares DoubleLine Value Equity ETF 15,460 5.89 466 17.09
2025-06-26 NP DFUV - Dimensional US Marketwide Value ETF 26,660 8,906.76 643 7,044.44
2025-08-13 13F Mackenzie Financial Corp 22,647 683
2025-06-27 NP UFO - Procure Space ETF 87,233 2.05 2,105 -14.37
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 4,882 10.98 124 -10.14
2025-08-13 13F Jones Financial Companies Lllp 2,241 8.47 67 19.64
2025-08-13 13F Norges Bank 540,176 16,297
2025-08-11 13F Alps Advisors Inc 13,159 1.22 397 11.83
2025-08-14 13F State Of Wisconsin Investment Board 172,111 0.62 5,193 11.11
2025-08-07 13F Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 151,419 20.76 4,568 33.37
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 35,995 914
2025-08-08 13F Larson Financial Group LLC 306 0.33 9 12.50
2025-08-04 13F Assetmark, Inc 30 1
2025-06-30 NP NSFMX - Natixis Sustainable Future 2060 Fund Class N 303 16.54 7 0.00
2025-07-30 NP BFOR - Barron's 400 ETF 13,159 334
2025-08-11 13F Covestor Ltd 2,909 17.25 0
2025-08-14 13F Graham Capital Management, L.P. 36,269 11.34 1,094 23.06
2025-07-29 NP VRVIX - Vanguard Russell 1000 Value 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 54,972 9.03 1,396 -12.26
2025-06-25 NP FTLS - First Trust Long/Short Equity 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 60,659 5.52 1,464 -11.44
2025-08-14 13F Voya Investment Management Llc 725,104 14.41 21,876 26.34
2025-06-26 NP SCUVX - Hartford Schroders US Small Cap Opportunities Fund Class A 120,983 0.12 2,919 -15.98
2025-08-13 13F Blueshift Asset Management, LLC 9,756 294
2025-07-29 NP SLPAX - Siit Small Cap Fund - Class A 6,470 31.77 164 6.49
2025-08-26 NP SCDS - JPMorgan Fundamental Data Science Small Core ETF 571 24.95 17 41.67
2025-07-28 NP VCULX - Growth Fund 11 0
2025-08-13 13F CLARET ASSET MANAGEMENT Corp 7,742 0
2025-06-26 NP SJCAX - Steward Large Cap Core Fund Class A 60,000 1,448
2025-08-26 NP GFSYX - Strategic Alternatives Fund Institutional 11 11.11
2025-08-13 13F First Trust Advisors Lp 283,580 13.50 8,556 25.35
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 122,998 12.69 2,968 -5.42
2025-08-11 13F Nikko Asset Management Americas, Inc. 4,310,324 10.83 130,042 22.44
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 52 1
2025-08-11 13F Brown Brothers Harriman & Co 2,569 2.76 78 13.24
2025-07-22 NP GGUS - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 146 5.04 4 -25.00
2025-08-28 NP TPSC - Timothy Plan US Small Cap Core ETF 13,415 15.70 405 27.85
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 2,989,643 2.00 90,198 12.64
2025-06-30 NP NSFOX - Natixis Sustainable Future 2065 Fund Class N 75 11.94 2 0.00
2025-07-31 13F Whipplewood Advisors, LLC 16 0
2025-08-25 NP TDIV - First Trust NASDAQ Technology Dividend 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 184,540 25.08 5,568 38.14
2025-08-14 13F Man Group plc 616,592 120.90 18,603 143.96
2025-07-22 13F Gsa Capital Partners Llp 18,909 117.77 1
2025-08-08 13F Crossmark Global Holdings, Inc. 284,374 26.52 8,580 39.72
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 286,474 7.94 6,913 -9.41
2025-08-04 13F Whalen Wealth Management Inc. 6,666 201
2025-08-22 NP BTAL - AGFiQ U.S. Market Neutral Anti-Beta Fund 52,438 4.24 1,582 15.14
2025-07-24 13F Allen Wealth Management, Llc 43,609 7.44 1,316 18.68
2025-08-12 13F Advisors Asset Management, Inc. 42,996 144.52 1,297 170.21
2025-08-26 NP TQSMX - T. Rowe Price QM U.S. Small & Mid-Cap Core 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 50,179 32.79 1,514 46.61
2025-06-23 NP IYY - iShares Dow Jones U.S. 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 5,289 1.85 128 -14.77
2025-06-26 NP SMMV - iShares Edge MSCI Min Vol 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 18,683 2.74 451 -13.79
2025-07-11 13F/A Financiere des Professionnels - Fonds d,investissement inc. 5,169 156
2025-08-28 NP NDOW - Anydrus Advantage ETF 3,191 96
2025-08-14 13F Sherbrooke Park Advisers Llc 16,023 22.18 483 34.92
2025-06-26 NP FIOOX - Fidelity Series Large 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 34,703 2.70 837 -13.80
2025-08-11 13F Inspire Advisors, LLC 6,707 202
2025-08-12 13F Jaffetilchin Investment Partners, LLC 13,011 393
2025-07-25 13F Stephens Consulting, LLC 1 0
2025-07-29 NP VRNIX - Vanguard Russell 1000 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 17,638 5.71 448 -14.83
2025-07-23 13F Castle Rock Wealth Management, LLC 50,024 9.48 1,604 29.27
2025-08-26 NP IIFAX - Voya Balanced Income Portfolio Class ADV 7,860 103.73 237 125.71
2025-08-29 NP Gabelli Multimedia Trust Inc. 19,000 46.15 573 61.41
2025-08-20 NP QMFNX - AQR MS Fusion Fund Class N Short -1,602 -48
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 65,962 30.92 1,675 5.35
2025-08-13 13F Russell Investments Group, Ltd. 36,746 19.00 1,108 31.32
2025-07-14 13F Farmers & Merchants Investments Inc 95 2.15 3 0.00
2025-06-25 NP FYX - First Trust Small 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 37,554 80.44 906 51.51
2025-08-08 13F/A Sterling Capital Management LLC 13,149 0.64 397 11.24
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 35,220 0.09 895 -19.46
2025-08-14 13F Caption Management, LLC 40,000 150.00 1,207 175.97
2025-06-25 NP ARKQ - ARK Autonomous Technology & Robotics ETF 1,717,112 5.92 41,434 -11.10
2025-08-14 13F Hrt Financial Lp 202,938 32.97 6 50.00
2025-07-11 13F Harbour Capital Advisors, LLC 11,105 350
2025-08-27 NP RYDEX VARIABLE TRUST - Telecommunications Fund Variable Annuity 2,190 139.87 66 175.00
2025-06-26 NP SJVCX - Steward Large Cap Value Fund Class C 32,900 794
2025-08-22 NP FIMVX - Fidelity Mid 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 14,094 21.86 425 34.92
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 203,140 1.47 6,129 12.05
2025-08-18 13F/A National Bank Of Canada /fi/ 42,867 4.90 1,293 15.86
2025-08-06 13F First Horizon Advisors, Inc. 744 3.91 22 15.79
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
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 614 59.07 15 27.27
2025-08-29 NP Gabelli Equity Trust Inc 26,000 160.00 784 187.18
2025-06-26 NP FLAPX - Fidelity Flex Mid 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 5,093 53.91 123 28.42
2025-08-12 13F Dimensional Fund Advisors Lp 2,556,273 1.58 77,123 12.18
2025-06-24 NP SWLVX - Schwab U.S. Large-Cap Value 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 3,264 3.72 79 -13.33
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 5,751 1.91 174 12.34
2025-05-27 NP FMDE - Fidelity Enhanced Mid Cap ETF 24,296 664
2025-06-23 NP MGPIX - Mid-cap Growth Profund Investor Class 189 42.11 5 33.33
2025-08-13 13F Walleye Trading LLC Put 11,800 11,700.00 356 17,700.00
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 25,971 104.22 627 71.51
2025-08-28 NP SMLV - SPDR SSGA US Small Cap Low Volatility Index 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 10,982 123.12 331 147.01
2025-05-15 13F Texas Permanent School Fund 136,243 3,288
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 4,933 15.07 125 -7.41
2025-08-14 13F Ubs Asset Management Americas Inc 652,344 20.90 19,681 33.52
2025-08-22 13F Cim Investment Mangement Inc 20,849 100.74 617 117.67
2025-08-12 13F Deutsche Bank Ag\ 11,575 22.07 349 34.75
2025-08-28 NP ROKT - SPDR S&P Kensho Final Frontiers 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 29,050 10.11 876 21.67
2025-06-25 NP FYC - First Trust Small 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 54,598 171.97 1,317 128.25
2025-08-26 NP IUSV - iShares Core S&P U.S. 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 47,359 0.87 1,429 11.39
2025-07-25 NP FNDA - Schwab Fundamental U.S. Small Company 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 312,628 4.07 7,941 -16.24
2025-08-08 13F SG Americas Securities, LLC 20,675 14.17 1
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 5,135 3.82 124 -13.38
2025-08-26 NP TMSL - T. Rowe Price Small-Mid Cap ETF 49,485 42.07 1,493 56.89
2025-08-01 13F Brookwood Investment Group LLC 38,614 1,165
2025-07-24 13F Gilliland Jeter Wealth Management LLC 36,561 6.56 1,103 17.72
2025-08-14 13F Van Eck Associates Corp 331,935 26.46 10 42.86
2025-08-14 13F Goldman Sachs Group Inc Put 72,000 2,172
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 11,167 23.65 0
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 15,531 9.43 375 -8.33
2025-07-15 13F Wealth Effects Llc 22,107 52.41 667 68.18
2025-08-27 NP VTMFX - Vanguard Tax-Managed Balanced 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 4,912 148
2025-08-13 13F Victory Capital Management Inc 114,148 236.07 3,494 276.81
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 29,496 6.16 712 -10.90
2025-08-26 NP IUSG - iShares Core S&P U.S. 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 44,156 1.91 1,332 12.60
2025-08-28 NP ONEY - SPDR Russell 1000 Yield Focus 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 28,472 17.81 859 30.15
2025-06-30 NP NSFFX - Natixis Sustainable Future 2030 Fund Class N 195 8.94 5 -20.00
2025-08-15 13F Morgan Stanley 2,481,737 13.40 74,874 25.23
2025-07-31 13F Sumitomo Mitsui Trust Holdings, Inc. 4,315,763 10.86 130,207 22.42
2025-08-07 13F Allworth Financial LP 5,275 1.23 159 32.50
2025-08-11 13F New Age Alpha Advisors, LLC 16,847 8.28 508 19.53
2025-08-29 NP NIXT - Research Affiliates Deletions ETF 7,674 232
2025-08-28 NP ONEO - SPDR Russell 1000 Momentum Focus 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 1,500 693.65 45 800.00
2025-08-12 13F American Century Companies Inc 2,640,658 20.12 79,669 32.65
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 13,488 407
2025-06-25 NP DIVB - iShares U.S. Dividend and Buyback 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 17,935 81.95 433 52.65
2025-08-14 13F Two Sigma Investments, Lp 171,619 179.34 5,178 208.52
2025-08-28 NP New Age Alpha Variable Funds Trust - NAA SMALL GROWTH SERIES 2,540 77
2025-07-21 13F Cromwell Holdings LLC 19 1
2025-07-07 13F Versant Capital Management, Inc 372 9.41 11 22.22
2025-08-22 NP CLCEX - Multi-Manager Large Cap Growth Strategies Fund Institutional Class 15,615 471
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 14 0
2025-06-30 NP NSFEX - Natixis Sustainable Future 2025 Fund Class N 81 6.58 2 -50.00
Other Listings
IT:1IRDM € 21.20
GB:0JDO
DE:6IC € 20.96
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