JBT / JBT Marel Corporation - Kepemilikan Institusional - Pembeli

JBT Marel Corporation
US ˙ NYSE ˙ US4778391049
HINDI NA ACTIVE ANG SIMBONG ITO

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di JBT Marel Corporation meliputi Congress Asset Management Co /ma, Moore Capital Management, Lp, Soros Fund Management Llc, CSMVX - Congress Small Cap Growth Fund Retail Class, J. Goldman & Co LP, FCPGX - Fidelity Small Cap Growth Fund, Tripletail Wealth Management, LLC, Scopus Asset Management, L.p., Scopus Asset Management, L.p., FOCSX - Fidelity Small Cap Growth K6 Fund, Weiss Asset Management LP, Congress Wealth Management LLC / DE /, Scopus Asset Management, L.p., Cinctive Capital Management LP, Lighthouse Investment Partners, LLC, Appian Way Asset Management LP, JHMM - John Hancock Multifactor Mid Cap ETF, SWSCX - Schwab Small-Cap Equity Fund, HAPS - Harbor Corporate Culture Small Cap ETF, dan Freestone Grove Partners LP .

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
(%)
2025-08-14 13F Scopus Asset Management, L.p. Call 108,200 13,012
2025-08-14 13F Scopus Asset Management, L.p. Put 29,500 3,548
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 13,621 6.07 1,564 -7.79
2025-08-14 13F Scopus Asset Management, L.p. 106,700 12,832
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 60,799 12.09 7,312 10.30
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 11,799 17.34 1,419 15.47
2025-06-26 NP FCPGX - Fidelity Small Cap Growth 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 144,800 15,242
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 17,041 7.01 2,049 5.35
2025-08-14 13F Benjamin Edwards Inc 6,453 4.50 776 2.92
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 864 68.09 104 66.13
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 9,951 10.54 1,197 8.73
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 854 374.44 103 385.71
2025-08-12 13F Swiss National Bank 99,200 10.84 11,930 9.08
2025-08-21 NP LUSIX - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 207 25
2025-07-18 13F Truist Financial Corp 19,061 0.02 2,292 -1.55
2025-06-27 NP PASIX - PACE Alternative Strategies Investments Class A Short -218 -23
2025-08-13 13F Mackenzie Financial Corp 2,978 37.87 358 36.12
2025-08-14 13F Aqr Capital Management Llc 25,144 325.59 3,024 319.28
2025-06-25 NP GSATX - Goldman Sachs Small Cap Value Insights Fund Class A 55,386 1,872.44 5,830 1,462.73
2025-06-26 NP FSMD - Fidelity Small-Mid Factor 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 16,510 1,738
2025-07-07 13F Versant Capital Management, Inc 152 7,500.00 18
2025-08-12 13F Segall Bryant & Hamill, Llc 117,174 34.22 14,091 32.10
2025-08-14 13F Macquarie Group Ltd 84,526 22.27 10,165 20.32
2025-08-14 13F Cinctive Capital Management LP 26,067 3,135
2025-08-14 13F Algert Global Llc 13,280 2
2025-08-12 13F Prudential Financial Inc 48,645 7.23 5,675 7.42
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 666 73.44 80 73.91
2025-08-13 13F Jones Financial Companies Lllp 849 39.64 103 39.19
2025-08-26 NP MADE - iShares U.S. Manufacturing ETF 815 70.50 98 68.97
2025-08-11 13F Principal Securities, Inc. 2,719 53.44 327 44.89
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 19,845 2.60 2,089 -18.82
2025-08-26 NP GSCYX - SMALL CAP EQUITY FUND Institutional 27,000 278.68 3,247 278.88
2025-08-15 13F Tower Research Capital LLC (TRC) 5,265 355.84 633 348.94
2025-08-26 NP SCRSX - Small Cap Core Portfolio SCB Class 37,310 43.00 4,487 40.72
2025-08-11 13F Portside Wealth Group, LLC 2,430 292
2025-08-13 13F Renaissance Technologies Llc 259,600 780.00 31,219 766.23
2025-07-28 NP HDG - ProShares Hedge Replication ETF 62 12.73 7 0.00
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 2,791 57.95 294 24.68
2025-08-26 NP SATOX - Tax-Aware Overlay A Portfolio Class 1 3,170 9.31 381 7.63
2025-08-05 13F Bank of New York Mellon Corp 351,214 1.74 42,237 0.13
2025-08-13 13F California Public Employees Retirement System 77,421 34.33 9,311 32.21
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 24,157 12.00 2,905 10.25
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 4,897 24.16 589 22.25
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 2,083 263
2025-07-28 NP QRSVX - FPA Queens Road Small Cap Value Fund Investor Class 173,045 11.45 19,867 -3.06
2025-07-08 13F Parallel Advisors, LLC 13 550.00 2
2025-07-11 13F Assenagon Asset Management S.A. 22,965 2,762
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 3,662 17.03 440 15.18
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 13,845 0.05 1,590 -12.98
2025-08-12 13F BlackRock, Inc. 7,146,615 0.47 859,452 -1.12
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 22 2
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 87,883 18.51 9,251 -6.21
2025-08-11 13F Rothschild Investment Llc 145 31.82 17 30.77
2025-08-15 13F Morgan Stanley 474,469 8.02 57,060 6.30
2025-08-13 13F Northern Trust Corp 545,810 3.08 65,639 1.44
2025-07-09 13F Harbor Capital Advisors, Inc. 12,323 42.25 1 0.00
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 3,113 50.60 328 19.34
2025-08-13 13F Diametric Capital, LP 3,649 439
2025-08-14 13F Susquehanna Portfolio Strategies, LLC 38,783 4,664
2025-08-14 13F Alliancebernstein L.p. 1,129,672 15.88 135,854 14.05
2025-06-26 NP FOCSX - Fidelity Small Cap Growth K6 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 72,030 7,582
2025-08-14 13F California State Teachers Retirement System 48,684 11.79 5,855 10.02
2025-08-15 13F Kestra Advisory Services, LLC 2,500 301
2025-07-29 NP EBI - Longview Advantage ETF 411 4.05 47 -9.62
2025-08-14 13F Adage Capital Partners Gp, L.l.c. 531,605 20.26 63,931 18.35
2025-08-13 13F Pictet Asset Management Holding SA 7,724 15.32 929 13.45
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 5,337 2.56 562 -18.93
2025-08-08 13F Creative Planning 12,201 4.13 1,467 2.52
2025-08-27 NP CGJAX - Calvert US Large-Cap Growth Responsible Index Fund Class A 690 17.15 83 18.84
2025-08-01 13F Teacher Retirement System Of Texas 7,892 16.88 949 15.03
2025-08-13 13F Quantbot Technologies LP 4,142 498
2025-08-27 NP JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A) 3,216 10.44 387 8.73
2025-08-12 13F XTX Topco Ltd 16,485 166.10 1,982 161.82
2025-08-27 NP VISGX - Vanguard Small-Cap Growth 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 705,650 2.25 84,861 0.63
2025-08-07 13F Allworth Financial LP 254 2.01 30 20.00
2025-08-12 13F Rhumbline Advisers 146,941 8.34 17,671 6.63
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 16,419 2.99 1,975 1.33
2025-07-23 NP CFSSX - Column Small Cap Select Fund 67,228 38.05 7,718 20.07
2025-08-14 13F Lighthouse Investment Partners, LLC 25,330 3,046
2025-08-04 13F Hantz Financial Services, Inc. 49 4,800.00 0
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 73 12.31 9 14.29
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 220,482 655.52 26,515 643.55
2025-08-05 13F Simplex Trading, Llc Call 3,300 6.45 0
2025-08-29 NP JAEQX - Small Company Value Trust NAV 4,145 2.85 498 1.22
2025-08-27 NP CFJAX - Calvert US Large-Cap Value Responsible Index Fund Class A 5,267 181.66 633 186.43
2025-08-29 NP MFUS - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 149 18
2025-08-13 13F Arizona State Retirement System 15,165 14.44 1,824 12.60
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 1,677,955 7.82 201,791 6.10
2025-08-27 NP NAESX - Vanguard Small-Cap 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 1,271,725 3.39 152,938 1.75
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 116,823 2.90 12,297 -18.57
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 66,053 6.20 7,584 -7.63
2025-08-13 13F Advisor Group Holdings, Inc. Put 1 0
2025-08-14 13F Jane Street Group, Llc 3,034 365
2025-06-25 NP BKSE - BNY Mellon US Small Cap Core Equity ETF 2,572 30.62 271 3.45
2025-06-30 NP TRFM - AAM Transformers ETF 1,275 134
2025-08-14 13F Scott Marsh Financial, LLC 4,779 575
2025-08-26 13F/A Thrivent Financial For Lutherans 34,010 0.28 4 0.00
2025-08-14 13F Janus Henderson Group Plc 21,865 7.37 2,630 5.88
2025-08-08 13F Tortoise Investment Management, LLC 1 0
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 388 177.14 41 122.22
2025-06-25 NP GCSIX - Goldman Sachs Small Cap Equity Insights Fund Institutional 22,223 2,339
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 465 6.90 53 -7.02
2025-06-30 NP CSMVX - Congress Small Cap Growth Fund Retail Class 213,500 22,473
2025-08-14 NP FLSPX - SPECTRUM FUND Retail Class Short -10,987 552.05 -1,321 956.80
2025-08-12 13F Legal & General Group Plc 226,483 15.72 27,237 13.89
2025-08-13 13F Bare Financial Services, Inc 70 400.00 8 700.00
2025-08-27 NP VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 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 75,719 15.49 9,106 13.64
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 1,030 54.65 124 51.85
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 14 16.67 2 0.00
2025-08-14 13F Nomura Holdings Inc 93,377 11,230
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 10,643 12.47 1,280 10.64
2025-05-23 NP SHRT - Gotham Short Strategies ETF 1,142 144.02 140 202.17
2025-08-08 13F Hartland & Co., LLC 35 4
2025-08-22 NP CDEI - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 65 8
2025-08-11 13F Royce & Associates Lp 695,184 2.69 83,603 1.06
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 19,036 11.74 2,289 10.00
2025-08-12 13F Personal Cfo Solutions, Llc 1,689 203
2025-04-24 NP OASC - OneAscent Small Cap Core ETF 455 60
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 7,631 8.53 876 -5.60
2025-08-14 13F Mml Investors Services, Llc 24,592 20.67 3 0.00
2025-08-14 13F Holocene Advisors, LP 21,969 2,642
2025-08-14 13F Bragg Financial Advisors, Inc 185,680 11.49 22,330 9.72
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 123 12.84 15 7.69
2025-08-28 NP New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES 3,787 455
2025-08-13 13F State Board Of Administration Of Florida Retirement System 5,915 6.29 711 4.56
2025-08-08 13F Crossmark Global Holdings, Inc. 2,432 6.02 292 4.29
2025-05-28 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 1,696 26.19 207 21.76
2025-08-14 13F Sig Brokerage, Lp 2,446 294
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 5,328 333.88 612 277.16
2025-08-26 NP OGGFX - JPMorgan Small Cap Growth Fund Class I 217,333 14.60 26,136 12.78
2025-07-23 13F Stonegate Investment Group, LLC 2,296 10.86 276 9.09
2025-08-27 NP CMJAX - Calvert US Mid-Cap Core Responsible Index Fund Class A 2,578 38.45 310 40.91
2025-08-13 13F Gibbs Wealth Management 4,925 592
2025-08-27 NP OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 1,974 4.22 237 2.60
2025-08-12 13F Ci Investments Inc. 120 0
2025-06-27 NP HAPS - Harbor Corporate Culture Small Cap ETF 8,704 916
2025-08-07 13F ProShare Advisors LLC 11,559 4.65 1,390 3.04
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 39,992 15.61 4,809 13.77
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 235,949 9.72 27,089 -4.57
2025-08-27 NP JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 47,474 6.49 5,709 4.81
2025-08-12 13F Jefferies Financial Group Inc. 25,720 3,093
2025-08-25 NP ROBT - First Trust Nasdaq Artificial Intelligence and Robotics 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 30,216 17.05 3,634 15.19
2025-08-27 13F/A Squarepoint Ops LLC 37,889 344.13 4,557 337.24
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 1,293,837 3.75 155,597 2.10
2025-08-13 13F Natixis Advisors, L.p. 313,557 2.72 38 0.00
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 8,008 12.61 963 10.94
2025-08-07 13F Los Angeles Capital Management Llc 9,535 31.61 1,147 29.49
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 1,419 41.76 171 39.34
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 8,585 1.96 1,032 0.39
2025-08-13 13F Rsm Us Wealth Management Llc 2,899 349
2025-03-26 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 19,209 106.86 2,555 147.00
2025-08-26 NP PENN SERIES FUNDS INC - Smid Cap Value Fund 4,783 6.22 575 4.55
2025-08-14 13F Quantinno Capital Management LP 2,047 246
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 27,751 2.50 3,337 0.88
2025-08-14 13F Glenview Capital Management, Llc 241,387 29.29 29,029 27.24
2025-08-14 13F Sei Investments Co 53,380 62.64 6,419 60.07
2025-07-17 13F Sage Rhino Capital Llc 1,731 208
2025-08-04 13F Strs Ohio 5,700 14.00 685 12.11
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 2,435 54.70 293 52.08
2025-08-22 NP CVLC - Calvert US Large-Cap Core Responsible Index ETF 672 81
2025-05-15 13F Glenmede Trust Co Na 5,715 7.34 698 3.25
2025-08-13 13F MetLife Investment Management, LLC 146,228 436.12 17,585 427.60
2025-07-23 13F Maryland State Retirement & Pension System 13,593 0.88 1,635 -0.73
2025-08-14 13F Point72 Asset Management, L.P. 326,731 581.61 39,293 570.86
2025-08-14 13F Fmr Llc 921,593 0.18 110,831 -1.41
2025-08-14 13F T. Rowe Price Investment Management, Inc. 823,992 59.98 99 59.68
2025-07-31 13F Sumitomo Mitsui Trust Holdings, Inc. 2,747 330
2025-08-13 13F Northwestern Mutual Wealth Management Co 239 41.42 29 40.00
2025-08-08 13F Avantax Advisory Services, Inc. 2,054 3.53 247 2.07
2025-08-12 13F LPL Financial LLC 39,881 9.74 4,796 18.80
2025-07-29 NP SFYX - SoFi Next 500 ETF 226 26
2025-08-15 13F Ewing Morris & Co. Investment Partners Ltd. 29,351 54.48 3,530 5.63
2025-08-26 NP TLSTX - Stock Index Fund 595 22.43 72 20.34
2025-08-26 NP IPSIX - Voya Index Plus SmallCap Portfolio Class I 6,625 191.72 797 187.36
2025-08-28 NP DTSVX - Small Company Value Portfolio Investment Class 530 562.50 64 600.00
2025-05-15 13F Texas Permanent School Fund 8,123 855
2025-08-14 13F Tripletail Wealth Management, LLC 144,615 19,737
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 524 0
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 6,602 13.73 794 11.85
2025-08-08 13F TimesSquare Capital Management, LLC 338,345 147.52 40,689 143.59
2025-08-29 NP EZM - WisdomTree U.S. MidCap Fund N/A 4,707 4.58 566 2.91
2025-08-14 13F Freestone Grove Partners LP 6,216 748
2025-08-25 13F/A Neuberger Berman Group LLC 5,413 0.32 651 -1.37
2025-06-26 NP FSCRX - Fidelity Small Cap Discovery 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 49,700 3.97 5,231 -17.71
2025-08-08 13F/A Sterling Capital Management LLC 801 4.57 96 3.23
2025-06-26 NP HMVAX - THE HARTFORD MIDCAP VALUE FUND Class A 88,844 58.04 9,352 25.08
2025-07-23 13F Klp Kapitalforvaltning As 10,700 18.89 1,287 17.02
2025-08-12 13F Public Sector Pension Investment Board 157,728 7.72 18,968 6.01
2025-06-26 NP USMIX - Extended Market Index Fund 5,780 49.20 608 18.06
2025-07-31 13F Asset Management One Co., Ltd. 1,058 15.75 127 14.41
2025-08-06 13F First Horizon Advisors, Inc. 200 51.52 24 50.00
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 108 15
2025-06-26 NP TIEIX - TIAA-CREF Equity Index Fund Institutional Class 41,736 35.37 4,393 7.15
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 17,034 732.55 2,049 719.20
2025-08-11 13F Brown Brothers Harriman & Co 231 128.71 28 125.00
2025-08-29 NP TSCIX - AMG TimesSquare Small Cap Growth Fund Class Z 17,042 146.84 2,049 143.06
2025-06-18 NP NWHDX - Nationwide Bailard Cognitive Value Fund Class A 1,900 200
2025-08-14 13F Federation des caisses Desjardins du Quebec 14,756 22.30 1,775 20.35
2025-08-13 13F Townsquare Capital Llc 2,809 338
2025-08-15 13F Great West Life Assurance Co /can/ 40,379 0.16 5 0.00
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 7,517 45.31 863 26.54
2025-08-14 13F Royal Bank Of Canada Put 20,000 29.87 2,405 27.79
2025-06-26 NP CRSSX - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 20,113 6.96 2,117 -15.35
2025-08-26 NP Profunds - Profund Vp Small-cap Value 586 0.34 70 -1.41
2025-05-05 13F Lindbrook Capital, Llc 8 1
2025-07-28 NP VCSLX - Small Cap Index Fund 19,979 11.37 2,294 -3.17
2025-08-13 13F Russell Investments Group, Ltd. 339 4.95 41 2.56
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 648,095 0.36 77,963 -1.21
2025-08-14 13F Samlyn Capital, Llc 340,958 20.23 41,004 18.32
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 716,826 0.44 86,205 -1.16
2025-06-27 NP RSSL - Global X Russell 2000 ETF 28,516 6.58 3,002 -15.65
2025-05-23 NP GVLU - Gotham 1000 Value ETF 3,597 57.97 440 103.24
2025-07-14 13F GAMMA Investing LLC 743 54.15 89 53.45
2025-08-13 13F EverSource Wealth Advisors, LLC 232 256.92 28 285.71
2025-08-14 13F J. Goldman & Co LP 181,347 21,809
2025-05-29 NP FLXIX - Absolute Flexible Fund Institutional Shares 0 -100.00 0 -100.00
2025-07-15 13F Td Private Client Wealth Llc 13 2
2025-08-14 13F Citadel Advisors Llc 38,169 771.04 4,590 757.94
2025-08-14 13F Citadel Advisors Llc Call 4,000 14.29 481 12.65
2025-08-04 13F Assetmark, Inc 13 62.50 2
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 2,649 9.01 319 7.43
2025-08-08 13F Avalon Trust Co 148 18
2025-05-29 NP ARBOX - Absolute Convertible Arbitrage Fund Investor Shares 0 -100.00 0 -100.00
2025-08-14 13F Financial Network Wealth Advisors LLC 15 2
2025-07-09 13F Massmutual Trust Co Fsb/adv 41 51.85 5 33.33
2025-08-14 13F State Street Corp 1,840,564 2.10 221,346 0.48
2025-08-13 13F Level Four Advisory Services, Llc 15,547 13.23 1,870 11.45
2025-07-10 13F Exchange Traded Concepts, Llc 116,168 3.56 13,970 1.92
2025-08-14 13F Fuller & Thaler Asset Management, Inc. 706,684 0.48 84,986 -1.11
2025-07-30 NP BOTZ - Global X Robotics & Artificial Intelligence ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., 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 569,033 48.59 65,331 29.24
2025-08-14 13F Manufacturers Life Insurance Company, The 28,536 18.59 3,432 16.70
2025-08-14 13F Moore Capital Management, Lp 339,512 40,830
2025-07-31 13F Caitong International Asset Management Co., Ltd 119 891.67 14 1,300.00
2025-08-22 NP Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 20,765 4,751.64 2,497 4,701.92
2025-08-04 13F Amalgamated Bank 13,203 0.17 2 0.00
2025-06-17 NP MMSMX - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 20,175 32.73 2,124 5.05
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 2,152 259
2025-08-14 13F Xponance, Inc. 4,064 13.36 489 11.42
2025-08-08 13F Intech Investment Management Llc 27,982 18.96 3,365 17.08
2025-07-25 13F Cwm, Llc 2,032 303.98 0
2025-08-14 13F Soros Fund Management Llc 330,306 39,723
2025-08-26 NP Profunds - Profund Vp Small-cap 119 12.26 14 16.67
2025-06-18 NP REBYX - U.S. Small Cap Equity Fund Class Y Short -3,062 86.71 -322 47.71
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 41,951 85.57 5,045 82.66
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 18,791 14.55 2,260 12.72
2025-08-14 13F Appian Way Asset Management LP 16,600 1,996
2025-08-12 13F Ameritas Investment Partners, Inc. 5,337 10.41 642 8.64
2025-08-26 NP PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. 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 311,880 6.06 37,507 4.37
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 14,058 10.85 1,691 9.10
2025-08-26 NP Profunds - Profund Vp Small-cap Growth 446 2.53 54 0.00
2025-07-24 13F Ronald Blue Trust, Inc. 264 4.35 32 3.33
2025-08-13 13F Gamco Investors, Inc. Et Al 9,757 11.19 1,173 9.42
2025-08-14 13F Price T Rowe Associates Inc /md/ 49,553 21.21 6 25.00
2025-08-15 13F Captrust Financial Advisors 4,262 140.79 512 137.04
2025-06-25 NP CSMIX - Columbia Small Cap Value Fund I Class A 181,440 8.62 19,098 -14.03
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 1,022 97.30 123 93.65
2025-08-27 NP APFDX - Artisan Global Discovery Fund Investor Shares 24,098 6.98 2,898 5.31
2025-08-15 NP PENNX - Royce Pennsylvania Mutual Fund Investment Class 126,271 1.86 15,185 0.24
2025-08-14 13F Bayesian Capital Management, LP 3,110 374
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 8,921 7.38 1,073 5.62
2025-06-25 NP ISCB - iShares Morningstar Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,370 57.06 249 24.50
2025-07-30 NP SMCIX - S&P SmallCap Index Fund Direct Shares 1,688 28.56 194 11.56
2025-05-22 NP GARIX - Gotham Absolute Return Fund Institutional Class 2,905 83.98 355 57.33
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 5,337 10.41 642 8.64
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 1,888 7.76 227 6.07
2025-08-08 13F Atlantic Trust, LLC 22 3
2025-06-24 NP SWSCX - Schwab Small-Cap Equity 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 9,442 994
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 9,495 30.86 999 3.52
2025-08-12 13F Franklin Resources Inc 174,178 38.47 20,947 36.28
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 7,697 15.45 926 13.64
2025-07-28 NP VVMCX - Mid Cap Value Fund 31,586 40.38 3,626 22.09
2025-08-07 13F Zions Bancorporation, National Association /ut/ 20,041 5.61 2,410 3.97
2025-05-22 NP GONIX - Gotham Neutral Fund Institutional Class 1,164 438.89 142 610.00
2025-08-19 NP RIFAX - U.S. Strategic Equity Fund Short -4,336 185.83 -521 181.62
2025-08-20 NP WBCIX - William Blair Small-Mid Cap Core Fund Class I 13,223 7.04 1,590 5.37
2025-08-11 13F Vanguard Group Inc 5,483,559 4.92 659,453 3.26
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 11,875 7.48 1,428 5.78
2025-08-13 13F Congress Wealth Management LLC / DE / 54,898 6,602
2025-08-14 13F ISAM Funds (UK) Ltd 3,808 458
2025-08-14 13F Schonfeld Strategic Advisors LLC 128,171 3,910.36 15,414 3,852.05
2025-08-14 13F/A Skopos Labs, Inc. 250 2,172.73 30 2,900.00
2025-07-08 13F Rise Advisors, LLC 93 1.09 11 0.00
2025-07-29 13F William Blair Investment Management, Llc 288,096 0.43 34,646 -1.16
2025-08-27 NP BOTT - Themes Robotics & Automation ETF 250 65.56 30 66.67
2025-06-25 NP FIDU - Fidelity MSCI Industrials 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 11,099 1.31 1,168 -19.84
2025-08-12 13F MAI Capital Management 147 31.25 18 30.77
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 29,217 12.73 3,514 10.93
2025-08-12 13F Proequities, Inc. 0 0
2025-08-12 13F Willis Investment Counsel 12,346 65.78 1,485 63.08
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 13,926 14.53 1,675 12.73
2025-08-26 NP EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 27,664 24.70 3,327 22.69
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 2,730 313
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 209 52.55 25 56.25
2025-08-14 13F Wells Fargo & Company/mn 141,892 0.94 17,064 -0.66
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 31,985 5.60 3,847 3.92
2025-08-14 13F Integrated Investment Consultants, LLC 2,157 259
2025-08-13 13F Capital Fund Management S.a. 13,831 1,663
2025-08-08 13F Larson Financial Group LLC 495 0.61 60 -1.67
2025-08-20 NP ASMOX - AQR Small Cap Momentum Style Fund Class I 1,830 25.77 220 24.29
2025-08-25 NP MERDX - MERIDIAN GROWTH FUND Legacy Class 86,717 10.77 10,429 9.01
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 34,010 0.28 4,090 -1.30
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 26,514 4.73 3,189 3.07
2025-08-27 NP PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 41,400 0.58 4,979 -1.01
2025-07-25 13F Yousif Capital Management, Llc 17,498 1.62 2,104 0.00
2025-08-28 NP GLCR - GlacierShares Nasdaq Iceland ETF 278 215.91 33 230.00
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 46,450 3.08 5,333 -10.34
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 8,997 17.15 947 -7.25
2025-07-24 13F CWM Advisors, LLC 3,224 13.96 388 12.17
2025-08-14 13F Susquehanna International Group, Llp 63,321 9.12 7,615 7.38
2025-05-29 NP LCORX - Leuthold Core Investment Fund Retail Class Short -2,266 -277
2025-08-14 13F Susquehanna International Group, Llp Put 3,800 65.22 457 62.28
2025-08-14 13F/A Barclays Plc 240,154 11.85 29 7.69
2025-07-16 13F Congress Asset Management Co /ma 444,993 53,515
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 9,842 19.53 1,184 17.59
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 182 7.06 22 5.00
2025-08-26 NP JDSCX - JPMorgan Small Cap Blend Fund Class I 48,929 12.41 5,884 10.62
2025-06-24 NP TILT - FlexShares Morningstar US Market Factor Tilt 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 1,256 97.48 132 57.14
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 6,490 10.28 683 -12.66
2025-06-24 NP BBMC - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 23,049 47.66 2,426 16.86
2025-08-08 13F Bailard, Inc. 1,900 228
2025-08-26 NP GAFCX - Virtus AlphaSimplex Global Alternatives Fund Class C 978 118
2025-08-01 13F Peregrine Capital Management Llc 80,189 1.77 9,644 0.16
2025-08-14 13F Granahan Investment Management Inc/ma 80,567 43.00 9,689 40.73
2025-08-14 13F Lazard Asset Management Llc 6,618 1
2025-08-13 13F Norges Bank 644,191 77,470
2025-07-24 13F Callan Family Office, LLC 3,640 438
2025-06-26 NP JHMM - John Hancock Multifactor Mid Cap ETF 15,900 1,674
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 9,372 58.02 986 25.13
2025-07-21 13F Vaughan Nelson Investment Management, L.p. 693,475 21.16 83,397 120,765.22
2025-04-24 NP BLACKROCK FUNDS - BlackRock Commodity Strategies Fund Investor A Shares 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 20,718 139.68 2,735 151.06
2025-08-28 NP DTSGX - Small Company Growth Portfolio Investment Class 281 15.16 34 13.79
2025-08-13 13F Blueshift Asset Management, LLC 1,939 233
2025-07-25 NP SCAVX - AB Small Cap Value Portfolio Class A 73,007 6.19 8,382 -7.65
2025-08-21 NP MXMTX - Great-West Small Cap Growth Fund Investor Class 13,256 12.54 1,594 10.77
2025-08-14 13F State Of Wisconsin Investment Board 22,825 378.21 2,745 370.67
2025-08-29 NP NEFJX - Vaughan Nelson Small Cap Value Fund Class A 221,680 17.89 26,659 16.01
2025-08-14 13F Quarry LP 24 3
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 30,301 6.09 3,189 -16.03
2025-08-14 13F Voya Investment Management Llc 245,894 9.55 29,571 7.81
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 3,091 30.81 372 28.82
2025-08-27 NP OASVX - Optimum Small-mid Cap Value Fund Class A 62,017 33.81 7,458 31.70
2025-07-29 NP MMSC - First Trust Multi-Manager Small Cap Opportunities ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,198 17.57 138 2.24
2025-08-07 13F Profund Advisors Llc 2,211 4.74 266 3.11
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 93,218 53.63 11,210 51.20
2025-06-27 NP CVSIX - Calamos Market Neutral Income Fund Class A Short -34,800 -12.56 -3,663 -30.80
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 1,537 3.15 185 1.10
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 474,573 2.37 49,954 -18.98
2025-08-26 NP PEXMX - T. Rowe Price Extended Equity Market 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 6,214 13.98 747 12.16
2025-08-06 13F True Wealth Design, LLC 7 133.33 1
2025-08-15 13F State of Tennessee, Treasury Department 18,488 18.56 2,223 16.69
2025-07-21 13F Hilltop National Bank 744 37.52 89 30.88
2025-08-14 13F Ubs Asset Management Americas Inc 1,819,374 21.80 218,798 19.87
2025-08-27 NP CSXAX - Calvert US Large-Cap Core Responsible Index Fund Class A 7,989 4.43 961 5.96
2025-09-04 13F/A Advisor Group Holdings, Inc. 11,027 7.11 1,326 5.41
2025-08-13 13F New York State Common Retirement Fund 106,107 5.90 13 0.00
2025-08-14 13F Bridgefront Capital, LLC 2,049 246
2025-08-26 NP AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small/Mid Cap Value Portfolio Class A 68,873 9.61 8,283 7.87
2025-08-29 NP STXM - Strive Mid-Cap ETF 252 16.13 30 15.38
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 208 60.00 22 23.53
2025-07-16 13F State of Alaska, Department of Revenue 27,513 7.54 3 0.00
2025-08-26 NP SAOOX - Overlay A Portfolio Class 1 995 8.74 120 7.21
2025-07-23 NP FAAAX - Franklin K2 Alternative Strategies Fund Class A Short -199 -59.05 -23 -68.12
2025-08-28 NP WFIVX - Wilshire 5000 Index Fund Investment Class 213 41.06 26 38.89
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 31,892 6.23 3,357 -15.93
2025-08-22 NP CVMC - Calvert US Mid-Cap Core Responsible Index ETF 410 49
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 90,563 13.15 10,891 11.36
2025-08-25 NP MML SERIES INVESTMENT FUND - MML Small/Mid Cap Value Fund Initial Class 11,978 4.83 1,440 3.15
2025-08-27 NP JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) Short -576 -15.54 -69 -16.87
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 21,057 46.20 2,216 15.72
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 13,802 48.07 1,453 17.19
2025-08-12 13F Handelsbanken Fonder AB 9,651 5.46 1 0.00
2025-08-14 13F Weiss Asset Management LP 65,825 7,916
2025-08-08 13F Wealth Alliance 2,294 3.80 276 1.85
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 10,175 0.53 1,168 -12.51
2025-06-18 NP NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 986 15.46 104 -8.85
2025-06-18 NP REUYX - Sustainable Equity Fund Class Y Short -462 25.54 -49 0.00
2025-08-22 13F Cim Investment Mangement Inc 3,590 100.78 444 103.67
2025-07-17 13F Vermillion Wealth Management, Inc. 20 2
2025-08-04 13F Atria Investments Llc 7,262 45.59 873 43.35
2025-08-01 13F Envestnet Asset Management Inc 248,407 9.38 29,873 7.64
2025-08-14 13F Bnp Paribas Arbitrage, Sa 6,625 7.79 797 5.99
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 4,082 733.06 491 730.51
2025-07-28 13F Deroy & Devereaux Private Investment Counsel Inc 330,659 34.73 40 34.48
2025-08-12 13F American Century Companies Inc 7,508 1.00 903 -0.66
2025-08-14 13F Stifel Financial Corp 57,854 12.89 6,958 11.10
2025-05-30 NP SVOAX - Simt Us Managed Volatility Fund Class F 160 45.45 20 46.15
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 54,162 2.42 6,514 0.79
2025-06-26 NP ITHAX - THE HARTFORD CAPITAL APPRECIATION FUND Class A 133,269 15.30 14,028 -8.75
2025-07-31 13F Nisa Investment Advisors, Llc 7,894 5.37 949 3.72
2025-07-23 NP CFSLX - Column Small Cap Fund 11,245 30.38 1,291 13.44
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 267 12.66 32 14.29
2025-08-11 13F New Age Alpha Advisors, LLC 3,787 455
2025-08-15 NP Royce Value Trust Inc 122,201 3.28 14,696 1.63
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class 45,460 33.08 5,467 30.98
2025-08-08 13F Geode Capital Management, Llc 1,172,544 6.65 141,026 4.95
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 1,541 14.91 185 13.50
2025-08-25 NP MMYAX - MassMutual Select Small Company Value Fund Class A 4,246 1.60 511 0.00
2025-08-28 NP MSVIX - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares 776 93
2025-05-29 NP GLBIX - Leuthold Global Fund Institutional Class Short -41 -5
2025-05-29 NP GRZZX - Leuthold Grizzly Short Fund Short -1,597 -195
2025-08-11 13F Covestor Ltd 109 10,800.00 0
2025-06-26 NP FJACX - Fidelity Series Small Cap Discovery 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 43,700 3.80 4,600 -17.86
Other Listings
MX:JBTM
DE:JBT € 119.00
IS:JBTM ISK 17,400.00
US:JBTM US$ 141.49
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