2025-08-26 |
NP |
FDM - First Trust Dow Jones Select MicroCap Index Fund
|
|
|
|
103,003 |
5.10 |
1,206 |
-6.51 |
|
2025-08-26 |
NP |
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB
|
|
|
|
5,900 |
|
69 |
|
|
2025-06-26 |
NP |
FLXSX - Fidelity Flex Small Cap Index Fund
|
|
|
|
6,400 |
21.90 |
74 |
0.00 |
|
2025-08-14 |
13F |
Price T Rowe Associates Inc /md/
|
|
|
|
15,094 |
8.02 |
0 |
|
|
2025-08-14 |
13F |
Jain Global LLC
|
|
|
|
13,217 |
|
155 |
|
|
2025-07-25 |
13F |
Cwm, Llc
|
|
|
|
62,103 |
22.40 |
1 |
|
|
2025-08-05 |
13F |
Corton Capital Inc.
|
|
|
|
16,481 |
|
193 |
|
|
2025-04-01 |
NP |
PKW - Invesco BuyBack Achievers ETF
|
|
|
|
17,887 |
34.66 |
252 |
-5.28 |
|
2025-08-22 |
NP |
FESM - Fidelity Enhanced Small Cap ETF
|
|
|
|
78,520 |
4.94 |
919 |
-6.70 |
|
2025-08-14 |
13F |
Aquatic Capital Management LLC
|
|
|
|
22,041 |
64.39 |
258 |
46.59 |
|
2025-08-14 |
13F/A |
Barclays Plc
|
|
|
|
66,799 |
23.80 |
1 |
|
|
2025-08-13 |
13F |
Invesco Ltd.
|
|
|
|
472,191 |
1.48 |
5,529 |
-9.77 |
|
2025-06-18 |
NP |
NWHDX - Nationwide Bailard Cognitive Value Fund Class A
|
|
|
|
20,100 |
97.56 |
232 |
-0.43 |
|
2025-08-14 |
13F/A |
Skopos Labs, Inc.
|
|
|
|
313 |
645.24 |
4 |
|
|
2025-08-12 |
13F |
SRS Capital Advisors, Inc.
|
|
|
|
471 |
262.31 |
42 |
4,100.00 |
|
2025-08-20 |
NP |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II
|
|
|
|
6,191 |
13.22 |
72 |
0.00 |
|
2025-08-07 |
13F |
Allworth Financial LP
|
|
|
|
175 |
|
2 |
|
|
2025-07-24 |
13F |
IFP Advisors, Inc
|
|
|
|
354 |
|
5 |
|
|
2025-08-13 |
13F |
Renaissance Technologies Llc
|
|
|
|
117,908 |
79.99 |
1,381 |
60.09 |
|
2025-07-25 |
NP |
FNDB - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
2,489 |
82.48 |
29 |
61.11 |
|
2025-08-08 |
13F |
Hartland & Co., LLC
|
|
|
|
1,054 |
|
12 |
|
|
2025-07-25 |
NP |
FNDA - Schwab Fundamental U.S. Small Company Index ETF
|
|
|
|
305,040 |
49.07 |
3,575 |
29.72 |
|
2025-07-24 |
NP |
FCFMX - Fidelity Series Total Market Index Fund
|
|
|
|
44,910 |
4.89 |
526 |
-8.68 |
|
2025-06-26 |
NP |
KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
128 |
6.67 |
1 |
0.00 |
|
2025-08-11 |
13F |
Lsv Asset Management
|
|
|
|
561,329 |
11.57 |
7 |
0.00 |
|
2025-08-14 |
13F |
Qube Research & Technologies Ltd
|
|
|
|
517,614 |
8.43 |
6,061 |
-3.59 |
|
2025-08-27 |
13F/A |
Squarepoint Ops LLC
|
|
|
|
191,808 |
123.79 |
2,246 |
99.11 |
|
2025-06-23 |
NP |
PJARX - SmallCap Value Fund II R-3
|
|
|
|
2,358 |
11.59 |
27 |
-6.90 |
|
2025-06-26 |
NP |
DFAT - Dimensional U.S. Targeted Value ETF
|
|
|
|
201,348 |
0.62 |
2,326 |
-17.47 |
|
2025-08-14 |
13F |
Ameriprise Financial Inc
|
|
|
|
145,600 |
22.07 |
1,705 |
8.54 |
|
2025-05-14 |
13F |
Credit Agricole S A
|
|
|
|
60,000 |
|
790 |
|
|
2025-07-24 |
13F |
Blair William & Co/il
|
|
|
|
16,331 |
27.17 |
191 |
13.02 |
|
2025-08-11 |
13F |
Royce & Associates Lp
|
|
|
|
563,370 |
24.75 |
6,597 |
10.93 |
|
2025-08-26 |
NP |
FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF
|
|
|
|
2,070 |
5.72 |
24 |
-4.00 |
|
2025-08-14 |
13F |
Manufacturers Life Insurance Company, The
|
|
|
|
11,949 |
8.19 |
140 |
-4.14 |
|
2025-06-27 |
NP |
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1
|
|
|
|
3,560 |
3.70 |
41 |
-14.58 |
|
2025-08-14 |
13F |
Aqr Capital Management Llc
|
|
|
|
474,466 |
27.11 |
5,556 |
13.04 |
|
2025-05-05 |
13F |
Foundry Partners, LLC
|
|
|
|
368,875 |
35.31 |
4,858 |
27.84 |
|
2025-08-08 |
13F |
Geode Capital Management, Llc
|
|
|
|
784,978 |
1.47 |
9,194 |
-9.78 |
|
2025-08-27 |
NP |
Advanced Series Trust - Ast Small-cap Growth Portfolio
|
|
|
|
149,328 |
2.72 |
1,749 |
-8.67 |
|
2025-08-12 |
13F |
Dynamic Technology Lab Private Ltd
|
|
|
|
62,062 |
|
727 |
|
|
2025-08-14 |
13F |
Engineers Gate Manager LP
|
|
|
|
138,519 |
19.65 |
1,622 |
6.43 |
|
2025-08-13 |
13F |
Federated Hermes, Inc.
|
|
|
|
12,377 |
5.17 |
145 |
-6.49 |
|
2025-06-17 |
NP |
MMSMX - Multi-Manager U.S. Small Cap Equity Fund Class P Shares
|
|
|
|
70,361 |
16.57 |
813 |
-4.36 |
|
2025-08-15 |
NP |
ROFCX - Royce Opportunity Fund Consultant Class
|
|
|
|
301,997 |
28.36 |
3,536 |
14.14 |
|
2025-08-12 |
13F |
Advisors Asset Management, Inc.
|
|
|
|
1,099 |
24.74 |
13 |
9.09 |
|
2025-08-27 |
NP |
LQPE - PEO AlphaQuest(TM) Thematic PE ETF
|
|
|
|
1,647 |
92.86 |
19 |
72.73 |
|
2025-08-14 |
13F |
Raymond James Financial Inc
|
|
|
|
1,020 |
|
12 |
|
|
2025-08-14 |
13F |
Bridgeway Capital Management Inc
|
|
|
|
341,436 |
3.71 |
3,998 |
-7.77 |
|
2025-07-22 |
NP |
FSCC - Federated Hermes MDT Small Cap Core ETF
|
|
|
|
977 |
6.54 |
11 |
-8.33 |
|
2025-08-13 |
13F |
Quantbot Technologies LP
|
|
|
|
29,357 |
15.97 |
344 |
3.00 |
|
2025-08-26 |
NP |
TRSYX - T. Rowe Price Small-Cap Index Fund
|
|
|
|
2,876 |
11.34 |
34 |
-2.94 |
|
2025-08-14 |
13F |
Numerai GP LLC
|
|
|
|
39,458 |
144.35 |
462 |
117.92 |
|
2025-08-01 |
13F |
Y-Intercept (Hong Kong) Ltd
|
|
|
|
70,928 |
181.39 |
831 |
150.76 |
|
2025-08-14 |
13F |
Ieq Capital, Llc
|
|
|
|
31,067 |
|
364 |
|
|
2025-08-14 |
13F |
Petrus Trust Company, LTA
|
|
|
|
36,591 |
8.95 |
428 |
-3.17 |
|
2025-06-27 |
NP |
RSSL - Global X Russell 2000 ETF
|
|
|
|
18,736 |
5.22 |
216 |
-13.60 |
|
2025-08-14 |
13F |
Tudor Investment Corp Et Al
|
|
|
|
23,986 |
96.14 |
281 |
73.91 |
|
2025-03-21 |
NP |
PASIX - PACE Alternative Strategies Investments Class A
|
|
|
|
15,186 |
227.57 |
214 |
131.52 |
|
2025-08-05 |
13F |
Bank of New York Mellon Corp
|
|
|
|
310,646 |
0.55 |
3,638 |
-10.59 |
|
2025-08-12 |
13F |
Barrow Hanley Mewhinney & Strauss Llc
|
|
|
|
602 |
1,268.18 |
7 |
|
|
2025-06-24 |
NP |
SFSNX - Schwab Fundamental US Small Company Index Fund Institutional Shares
|
|
|
|
63,094 |
67.06 |
729 |
37.10 |
|
2025-08-14 |
13F |
Alliancebernstein L.p.
|
|
|
|
24,234 |
33.62 |
284 |
18.91 |
|
2025-06-27 |
NP |
PRF - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
7,112 |
|
82 |
|
|
2025-08-07 |
13F |
CSM Advisors, LLC
|
|
|
|
410,335 |
|
5 |
|
|
2025-07-15 |
13F |
Public Employees Retirement System Of Ohio
|
|
|
|
30,643 |
2.54 |
359 |
-8.91 |
|
2025-06-25 |
NP |
FIDU - Fidelity MSCI Industrials Index ETF
|
|
|
|
7,700 |
2.52 |
89 |
-16.19 |
|
2025-08-29 |
NP |
JAEWX - Small Cap Index Trust NAV
|
|
|
|
6,325 |
7.17 |
74 |
-3.90 |
|
2025-08-26 |
NP |
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K
|
|
|
|
10,094 |
34.43 |
118 |
20.41 |
|
2025-08-15 |
13F |
Tower Research Capital LLC (TRC)
|
|
|
|
4,324 |
83.45 |
51 |
61.29 |
|
2025-08-14 |
13F |
Polymer Capital Management (US) LLC
|
|
|
|
35,063 |
0.62 |
411 |
-10.48 |
|
2025-08-14 |
13F |
Occudo Quantitative Strategies Lp
|
|
|
|
33,950 |
|
398 |
|
|
2025-06-27 |
NP |
PCSVX - PACE Small/Medium Co Value Equity Investments Class P
|
|
|
|
72,366 |
14.06 |
836 |
-6.49 |
|
2025-08-06 |
13F |
Fox Run Management, L.l.c.
|
|
|
|
22,340 |
|
262 |
|
|
2025-07-28 |
NP |
HDG - ProShares Hedge Replication ETF
|
|
|
|
41 |
13.89 |
0 |
|
|
2025-08-13 |
13F |
Cerity Partners LLC
|
|
|
|
13,480 |
|
158 |
|
|
2025-08-26 |
NP |
NSIDX - Northern Small Cap Index Fund
|
|
|
|
14,633 |
5.49 |
171 |
-6.04 |
|
2025-03-27 |
NP |
ASGCX - Allspring Global Long/Short Equity Fund Class C
|
|
|
|
103,012 |
162.68 |
1,450 |
85.19 |
|
2025-08-28 |
NP |
SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
730 |
30.82 |
9 |
14.29 |
|
2025-07-29 |
NP |
VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares
|
|
|
|
156,276 |
10.38 |
1,832 |
-3.99 |
|
2025-08-01 |
13F |
Bessemer Group Inc
|
|
|
|
194 |
823.81 |
0 |
|
|
2025-08-12 |
13F |
Charles Schwab Investment Management Inc
|
|
|
|
1,018,678 |
56.69 |
11,929 |
39.31 |
|
2025-08-14 |
13F |
Two Sigma Investments, Lp
|
|
|
|
372,958 |
7.52 |
4,367 |
-4.40 |
|
2025-06-26 |
NP |
FSSNX - Fidelity Small Cap Index Fund
|
|
|
|
329,291 |
6.98 |
3,803 |
-12.23 |
|
2025-06-24 |
NP |
SWSSX - Schwab Small-Cap Index Fund
|
|
|
|
76,783 |
2.96 |
887 |
-15.54 |
|
2025-08-14 |
13F |
Two Sigma Advisers, Lp
|
|
|
|
425,300 |
106.76 |
4,980 |
83.83 |
|
2025-08-14 |
13F |
Toroso Investments, LLC
|
|
|
|
36,268 |
53.95 |
425 |
36.77 |
|
2025-08-14 |
13F |
Prelude Capital Management, Llc
|
|
|
|
18,800 |
|
220 |
|
|
2025-08-29 |
NP |
JAFVX - Strategic Equity Allocation Trust Series NAV
|
|
|
|
4,907 |
7.14 |
57 |
-5.00 |
|
2025-07-28 |
NP |
AVSC - Avantis U.S. Small Cap Equity ETF
|
|
|
|
60,944 |
3.05 |
714 |
-10.30 |
|
2025-08-14 |
13F |
State Of Wisconsin Investment Board
|
|
|
|
43,461 |
|
509 |
|
|
2025-07-25 |
NP |
AFSM - First Trust Active Factor Small Cap ETF
|
|
|
|
3,768 |
0.24 |
44 |
-12.00 |
|
2025-08-29 |
NP |
DES - WisdomTree U.S. SmallCap Dividend Fund N/A
|
|
|
|
151,681 |
4.87 |
1,776 |
-6.72 |
|
2025-04-25 |
NP |
ONEQ - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
19,343 |
2.58 |
261 |
-5.80 |
|
2025-08-07 |
13F |
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
115,225 |
|
1,349 |
|
|
2025-08-14 |
13F |
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
24,912 |
5.82 |
292 |
-6.13 |
|
2025-08-29 |
NP |
PMJIX - PIMCO RAE US Small Fund Institutional Class
|
|
|
|
26,629 |
|
312 |
|
|
2025-07-10 |
13F |
Wealth Enhancement Advisory Services, Llc
|
|
|
|
12,870 |
|
159 |
|
|
2025-07-25 |
NP |
WSML - iShares MSCI World Small-Cap ETF
|
|
|
|
2,366 |
|
28 |
|
|
2025-08-08 |
13F |
Creative Planning
|
|
|
|
90,287 |
56.70 |
1,057 |
39.45 |
|
2025-08-13 |
13F |
EverSource Wealth Advisors, LLC
|
|
|
|
880 |
542.34 |
10 |
900.00 |
|
2025-08-27 |
NP |
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
|
|
|
3,477 |
116.37 |
41 |
90.48 |
|
2025-08-04 |
13F |
Strs Ohio
|
|
|
|
46,500 |
19.23 |
545 |
6.04 |
|
2025-08-07 |
13F |
Palouse Capital Management, Inc.
|
|
|
|
11,060 |
1.06 |
130 |
-10.42 |
|
2025-08-07 |
13F |
Acadian Asset Management Llc
|
|
|
|
84,365 |
|
1 |
|
|
2025-08-27 |
NP |
VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
16,061 |
57.99 |
188 |
41.35 |
|
2025-06-26 |
NP |
SMMV - iShares Edge MSCI Min Vol USA Small-Cap ETF
|
|
|
|
10,802 |
2.10 |
125 |
-16.22 |
|
2025-05-30 |
NP |
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
2,719 |
8.46 |
36 |
2.94 |
|
2025-07-25 |
NP |
CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class
|
|
|
|
119,873 |
9.66 |
1,405 |
-4.62 |
|
2025-08-14 |
13F |
GWM Advisors LLC
|
|
|
|
843 |
|
10 |
|
|
2025-08-28 |
NP |
ITOT - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
52,781 |
2.49 |
618 |
-8.85 |
|
2025-07-22 |
NP |
GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
|
|
|
|
17,221 |
0.61 |
202 |
-12.61 |
|
2025-05-30 |
NP |
SEIS - SEI Select Small Cap ETF
|
|
|
|
22,771 |
2.27 |
300 |
-3.55 |
|
2025-08-13 |
13F |
River Road Asset Management, LLC
|
|
|
|
365,821 |
0.02 |
4,481 |
-6.98 |
|
2025-08-14 |
13F |
Schonfeld Strategic Advisors LLC
|
|
|
|
20,761 |
|
243 |
|
|
2025-07-29 |
NP |
NKMCX - North Square Kennedy MicroCap Fund Class I
|
|
|
|
8,295 |
81.35 |
97 |
59.02 |
|
2025-07-28 |
NP |
AVSU - Avantis Responsible U.S. Equity ETF
|
|
|
|
1,016 |
7.97 |
12 |
-8.33 |
|
2025-04-28 |
NP |
SIXL - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
38,538 |
4.62 |
519 |
-3.71 |
|
2025-08-06 |
13F |
Savant Capital, LLC
|
|
|
|
16,085 |
|
188 |
|
|
2025-08-13 |
13F |
Minerva Advisors LLC
|
|
|
|
40,000 |
|
468 |
|
|
2025-03-27 |
NP |
CDAZX - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
22,605 |
200.92 |
318 |
112.00 |
|
2025-08-11 |
13F |
Cornerstone Planning Group LLC
|
|
|
|
22 |
|
0 |
|
|
2025-06-25 |
NP |
ISCB - iShares Morningstar Small-Cap ETF
|
|
|
|
1,636 |
3.81 |
19 |
-18.18 |
|
2025-08-08 |
13F |
Bailard, Inc.
|
|
|
|
21,000 |
|
246 |
|
|
2025-08-29 |
NP |
JAFEX - Total Stock Market Index Trust NAV
|
|
|
|
688 |
29.08 |
8 |
14.29 |
|
2025-03-31 |
NP |
FSMD - Fidelity Small-Mid Factor ETF
|
|
|
|
25,848 |
39.99 |
364 |
-1.63 |
|
2025-08-28 |
NP |
QCSTRX - Stock Account Class R1
|
|
|
|
241,082 |
99.93 |
2,823 |
77.77 |
|
2025-08-12 |
13F |
Trexquant Investment LP
|
|
|
|
16,958 |
|
199 |
|
|
2025-08-26 |
NP |
PVCMX - Palm Valley Capital Fund Investor Class
|
|
|
|
311,957 |
9.28 |
3,653 |
-2.82 |
|
2025-08-12 |
13F |
Franklin Resources Inc
|
|
|
|
22,104 |
0.01 |
259 |
-11.34 |
|
2025-08-14 |
13F |
Wells Fargo & Company/mn
|
|
|
|
41,205 |
12.13 |
483 |
-0.21 |
|
2025-08-29 |
NP |
JADMX - Small Cap Opportunities Trust NAV
|
|
|
|
4,561 |
38.76 |
53 |
23.26 |
|
2025-06-17 |
NP |
GSEQX - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
|
|
|
|
15,496 |
10.06 |
179 |
-10.10 |
|
2025-08-29 |
NP |
BSVO - EA Bridgeway Omni Small-Cap Value ETF
|
|
|
|
226,737 |
5.54 |
2,655 |
-6.15 |
|
2025-08-05 |
13F |
Versor Investments LP
|
|
|
|
12,800 |
|
150 |
|
|
2025-08-13 |
13F |
First Trust Advisors Lp
|
|
|
|
112,039 |
8.41 |
1,312 |
-3.67 |
|
2025-08-11 |
13F |
Empowered Funds, LLC
|
|
|
|
227,053 |
5.69 |
2,659 |
-6.04 |
|
2025-08-07 |
13F |
Campbell & CO Investment Adviser LLC
|
|
|
|
63,755 |
4.17 |
747 |
-7.44 |
|
2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
2025-08-08 |
13F |
Cetera Investment Advisers
|
|
|
|
14,308 |
3.11 |
168 |
-8.24 |
|
2025-08-14 |
13F |
Smartleaf Asset Management LLC
|
|
|
|
166 |
219.23 |
2 |
|
|
2025-08-08 |
13F/A |
Sterling Capital Management LLC
|
|
|
|
839 |
55.37 |
10 |
28.57 |
|
2025-08-26 |
NP |
VVICX - Voya VACS Index Series SC Portfolio
|
|
|
|
2,514 |
9.59 |
29 |
-3.33 |
|
2025-08-13 |
13F |
Jump Financial, LLC
|
|
|
|
98,160 |
201.41 |
1,149 |
168.46 |
|
2025-06-18 |
NP |
REBYX - U.S. Small Cap Equity Fund Class Y
|
|
|
|
8,687 |
40.25 |
100 |
14.94 |
|
2025-08-08 |
13F |
Pnc Financial Services Group, Inc.
|
|
|
|
3,367 |
0.24 |
39 |
-11.36 |
|
2025-08-13 |
13F |
Russell Investments Group, Ltd.
|
|
|
|
32,036 |
0.13 |
375 |
-10.93 |
|
2025-08-11 |
13F |
Pacific Ridge Capital Partners, LLC
|
|
|
|
75,670 |
56.24 |
886 |
39.09 |
|
2025-08-19 |
13F |
State of Wyoming
|
|
|
|
9,932 |
|
116 |
|
|
2025-08-07 |
13F |
Los Angeles Capital Management Llc
|
|
|
|
28,618 |
|
335 |
|
|
2025-08-06 |
13F |
True Wealth Design, LLC
|
|
|
|
203 |
113.68 |
2 |
100.00 |
|
2025-08-14 |
13F |
Bank Of America Corp /de/
|
|
|
|
168,255 |
7.49 |
1,970 |
-4.42 |
|
2025-08-26 |
NP |
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB
|
|
|
|
6,376 |
10.81 |
75 |
-1.33 |
|
2025-08-28 |
NP |
STMSX - Simt Tax-managed Small/mid Cap Fund Class F
|
|
|
|
46,228 |
67.21 |
541 |
-8.46 |
|
2025-08-06 |
NP |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class
|
|
|
|
23,477 |
3.99 |
275 |
-7.74 |
|
2025-08-29 |
NP |
EES - WisdomTree U.S. SmallCap Fund N/A
|
|
|
|
48,249 |
1.88 |
565 |
-9.47 |
|
2025-08-11 |
13F |
Integrated Quantitative Investments LLC
|
|
|
|
18,797 |
|
220 |
|
|
2025-06-30 |
NP |
VSCAX - Invesco Small Cap Value Fund Class A
|
|
|
|
393,470 |
7.01 |
4,545 |
-12.23 |
|
2025-08-14 |
13F |
Brevan Howard Capital Management LP
|
|
|
|
26,722 |
48.18 |
313 |
31.65 |
|
2025-08-11 |
13F |
Traub Capital Management LLC
|
|
|
|
100 |
|
1 |
|
|
2025-08-28 |
NP |
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
|
|
|
34,621 |
52.49 |
405 |
35.45 |
|
2025-07-28 |
NP |
VCSLX - Small Cap Index Fund
|
|
|
|
13,313 |
12.51 |
156 |
-1.89 |
|
2025-08-27 |
NP |
VBINX - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
23,000 |
6.48 |
269 |
-5.28 |
|
2025-06-24 |
NP |
ESCKX - 1290 Essex Small Cap Growth Fund Class R
|
|
|
|
37,404 |
145.53 |
432 |
101.87 |
|
2025-08-11 |
13F |
Vanguard Group Inc
|
|
|
|
1,919,708 |
1.22 |
22,480 |
-10.00 |
|
2025-08-14 |
13F |
Man Group plc
|
|
|
|
24,780 |
6.59 |
290 |
-5.23 |
|
2025-08-27 |
NP |
VEXMX - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
510,901 |
1.94 |
5,983 |
-9.36 |
|