MDXG / MiMedx Group, Inc. - Kepemilikan Institusional - Pembeli

MiMedx Group, Inc.
US ˙ NasdaqCM ˙ US6024961012

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di MiMedx Group, Inc. meliputi Kanen Wealth Management LLC, COVAX - Columbia Small Cap Value Fund II Class A, ONEQ - Fidelity Nasdaq Composite Index Tracking Stock, ICSAX - VY(R) Columbia Small Cap Value II Portfolio Class ADV, Integrated Quantitative Investments LLC, BFOR - Barron's 400 ETF, SFLO - VictoryShares Small Cap Free Cash Flow ETF, ASQIX - Small Company Fund Investor Class, Hohimer Wealth Management, Llc, FTMSX - Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares, VFMF - Vanguard U.S. Multifactor ETF ETF Shares, HB Wealth Management, LLC, Rexford Capital Inc, VFMFX - Vanguard U.S. Multifactor Fund Admiral Shares, MOTBX - MainStay MacKay Small Cap Core Fund Class B, MOPCX - NYLI WMC Small Companies Fund Class C, Stoneridge Investment Partners Llc, WSML - iShares MSCI World Small-Cap ETF, EBI - Longview Advantage ETF, dan ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund .

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
(%)
2025-06-26 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 307,272 17.42 2,114 -7.12
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 2,628 8.55 16 -11.11
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 4,010 33.27 25 9.09
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-14 13F Jane Street Group, Llc Put 23,900 146
2025-08-12 13F Proequities, Inc. 0 0
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 236,214 22.54 1,519 -6.30
2025-07-29 NP VFMFX - Vanguard U.S. Multifactor Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 20,689 133
2025-08-14 13F Jane Street Group, Llc Call 23,900 146
2025-08-14 13F Jane Street Group, Llc 306,513 29.66 1,873 4.23
2025-05-30 13F/A Kanen Wealth Management LLC 834,912 5,519
2025-08-13 13F First Trust Advisors Lp 353,455 11.30 2,160 -10.53
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 14,674 4.33 101 -18.03
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 6,825 44
2025-08-19 13F Hohimer Wealth Management, Llc 41,270 252
2025-08-14 13F D. E. Shaw & Co., Inc. 791,781 30.53 4,838 4.95
2025-08-22 NP FEAC - Fidelity Enhanced U.S. All-Cap Equity ETF 61 0
2025-08-04 13F Strs Ohio 100,500 28.35 614 3.19
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 10,615 5.55 65 -15.79
2025-08-14 13F UBS Group AG 449,887 18.88 2,749 -4.45
2025-07-21 13F Ameritas Advisory Services, LLC 1,164 7
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 467 6.38 3 0.00
2025-08-19 13F/A Trigran Investments, Inc. 8,390,458 10.41 51,266 -11.24
2025-08-14 13F Ameriprise Financial Inc 559,058 5,332.49 3,416 4,278.21
2025-08-14 13F Meros Investment Management, LP 1,067,718 30.11 6,524 4.60
2025-08-12 13F Legal & General Group Plc 131,436 11.79 801 -10.30
2025-08-13 13F Marshall Wace, Llp 379,162 2,317
2025-08-14 13F Lazard Asset Management Llc 146,477 1,301.02 1
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 23,901 36.60 164 7.89
2025-07-25 13F LRI Investments, LLC 470 3
2025-08-18 13F Rexford Capital Inc 25,024 153
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 13,480 2.60 93 -19.30
2025-08-14 13F State Of Wisconsin Investment Board 169,835 14.88 1,038 -7.66
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 78,790 20.50 481 -3.02
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 89,500 1.94 547 -18.14
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 139,054 2.45 850 -17.65
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 205,688 2.96 1,257 -17.26
2025-08-27 NP VQNPX - Vanguard Growth and Income Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 28,596 28.81 175 3.57
2025-05-28 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 28,221 0.13 214 -21.03
2025-07-21 13F HighMark Wealth Management LLC 53,000 23.26 324 -0.92
2025-09-04 13F Beacon Capital Management, Inc. 1 0
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 16,863 26.81 108 -2.70
2025-08-07 13F Allworth Financial LP 43 0
2025-06-27 NP ESCQX - Embark Small Cap Equity Fund Retirement Class 1,036,722 3.53 7,133 -18.14
2025-06-18 NP REBYX - U.S. Small Cap Equity Fund Class Y 7,991 55
2025-08-26 NP BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. 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 114,976 148.80 703 100.00
2025-08-14 13F Voya Investment Management Llc 33,156 1.18 203 -18.88
2025-08-28 NP ASQIX - Small Company Fund Investor Class 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 43,932 268
2025-08-14 13F Engineers Gate Manager LP 94,024 17.25 574 -5.75
2025-08-14 13F Ubs Asset Management Americas Inc 320,762 52.46 1,960 22.59
2025-08-29 NP QSML - WisdomTree U.S. SmallCap Quality Growth Fund 1,622 8.35 10 -18.18
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 1,088 60.00 7 40.00
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 22,251 5.80 136 -15.09
2025-08-06 13F Fox Run Management, L.l.c. 30,909 189
2025-08-12 13F Jpmorgan Chase & Co 627,405 12.59 3,833 -9.49
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 263,690 1,225.08 1,696 914.97
2025-08-26 NP Profunds - Profund Vp Small-cap 270 1.12 2 -50.00
2025-08-14 13F Citadel Advisors Llc 452,672 1.49 2,766 -18.41
2025-08-12 13F CIBC Private Wealth Group, LLC 25 0
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 166 0.61 1 0.00
2025-07-24 NP BDSIX - BlackRock Advantage Small Cap Core Fund Institutional 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 518,363 278.18 3,333 189.32
2025-07-29 NP VFMF - Vanguard U.S. Multifactor 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 35,609 229
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 134,997 7.52 929 -15.02
2025-08-12 13F Barrow Hanley Mewhinney & Strauss Llc 336 2
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 596,533 9.75 3,836 -16.05
2025-08-08 13F MTM Investment Management, LLC 163 1
2025-08-14 13F Group One Trading, L.p. Call 7,100 195.83 43 138.89
2025-07-25 NP SCHB - Schwab U.S. Broad Market 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 64,243 0.15 413 -23.38
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 23,900 3.46 146 -16.57
2025-08-14 13F Susquehanna International Group, Llp 217,777 1.98 1,331 -18.05
2025-08-14 13F Group One Trading, L.p. Put 21,600 204.23 132 147.17
2025-06-26 NP DFVEX - U.s. Vector Equity 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 44,871 44.85 309 14.50
2025-08-12 13F BlackRock, Inc. 11,525,790 13.23 70,423 -8.97
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 53,588 4.92 369 -17.12
2025-08-14 13F Bank Of America Corp /de/ 474,373 2.23 2,898 -17.81
2025-08-18 13F Wolverine Trading, Llc Put 12,400 74
2025-08-08 13F Avantax Advisory Services, Inc. 12,416 76
2025-08-12 13F Rhumbline Advisers 182,858 3.22 1,117 -17.01
2025-08-18 13F Wolverine Trading, Llc Call 27,300 162
2025-08-12 13F American Century Companies Inc 350,063 29.27 2,139 3.89
2025-08-26 NP ICSAX - VY(R) Columbia Small Cap Value II Portfolio Class ADV 50,130 306
2025-08-07 13F Parkside Financial Bank & Trust 85 1
2025-08-27 13F/A Squarepoint Ops LLC 66,506 97.31 406 58.59
2025-08-13 13F MetLife Investment Management, LLC 70,995 3.25 434 -17.05
2025-08-08 13F SBI Securities Co., Ltd. 8 33.33 0
2025-08-12 13F Jacobi Capital Management LLC 86,550 135.67 529 89.25
2025-08-14 13F Millennium Management Llc 1,673,363 35.94 10,224 9.29
2025-06-24 NP MOPCX - NYLI WMC Small Companies Fund Class C 16,086 111
2025-07-18 13F Truist Financial Corp 96,250 80.75 588 45.54
2025-08-26 NP PSGIX - Blackrock Advantage Small Cap Growth Fund Institutional 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 148,848 177.70 909 123.34
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 2,970 578.08 20 566.67
2025-08-14 13F Sherbrooke Park Advisers Llc 14,463 88
2025-08-14 13F Fuller & Thaler Asset Management, Inc. 52,060 318
2025-08-13 13F Hsbc Holdings Plc 153,310 288.44 943 219.32
2025-07-25 NP PSLAX - Putnam Small Cap Value Fund Class A Shares 339,088 0.44 2,180 -23.16
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 196,266 8.03 1,350 -14.56
2025-08-13 13F Invesco Ltd. 82,659 8.59 505 -12.63
2025-08-26 NP PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares 145,700 12.51 890 -9.55
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 34,260 73.48 236 37.43
2025-08-13 13F Victory Capital Management Inc 173,493 29.90 1,060 4.43
2025-08-14 13F Graham Capital Management, L.P. 80,375 491
2025-08-11 13F Covestor Ltd 51 21.43 0
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 144,166 6.09 881 -14.73
2025-08-11 13F Vanguard Group Inc 6,957,250 3.67 42,509 -16.66
2025-07-09 13F Harbor Capital Advisors, Inc. 1,169,195 12.03 7 0.00
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 3,530,540 1.88 21,572 -18.10
2025-08-14 13F Man Group plc 98,360 46.16 601 17.42
2025-08-27 NP PIBAX - PGIM BALANCED FUND Class A 14,400 18.03 88 -5.43
2025-08-14 13F Manufacturers Life Insurance Company, The 62,737 1.67 383 -18.16
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 1,198,032 1.78 8,242 -19.51
2025-06-27 NP RSSL - Global X Russell 2000 ETF 72,018 6.60 495 -15.67
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 141,017 3.39 862 -16.89
2025-07-17 13F HB Wealth Management, LLC 25,521 156
2025-08-14 13F Qube Research & Technologies Ltd 1,185,747 25.23 7,245 0.68
2025-07-25 NP BRSDX - MFS Blended Research Small Cap Equity Fund A 139,591 0.53 898 -23.14
2025-08-13 13F Renaissance Technologies Llc 2,107,777 9.20 12,879 -12.22
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 70,851 68.55 433 35.42
2025-08-26 NP AFMCX - Acuitas US Microcap Fund Institutional Shares 78,735 11.60 481 -10.26
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 18,256 6.39 112 -14.62
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 19,133 112.94 117 70.59
2025-07-29 NP VFQY - Vanguard U.S. Quality Factor 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 61,666 80.23 397 37.98
2025-08-08 13F Pnc Financial Services Group, Inc. 7,500 1,808.40 46 2,150.00
2025-08-14 13F Point72 (DIFC) Ltd 4,864 1,351.94 30 1,350.00
2025-08-28 NP Humankind Benefit Corp - Humankind US Stock ETF 1,969 42.37 12 20.00
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 356,673 3.03 2,454 -18.53
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 11,486 4.25 79 -16.84
2025-08-14 13F Quantinno Capital Management LP 16,398 6.38 100 -14.53
2025-07-22 13F Gsa Capital Partners Llp 100,778 212.94 1
2025-08-13 13F Arizona State Retirement System 34,381 2.15 210 -17.65
2025-07-28 NP QQQS - Invesco NASDAQ Future Gen 200 ETF 5,036 1.00 32 -21.95
2025-05-27 NP FISVX - Fidelity Small Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 67,450 7.89 513 -14.81
2025-08-06 13F Phocas Financial Corp. 411,908 0.01 2,517 -19.62
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 22,865 18.16 157 -6.55
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 8,507 4.78 52 -16.39
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 753 0
2025-08-14 13F Punch & Associates Investment Management, Inc. 1,973,932 13.53 12,061 -8.73
2025-08-05 13F Simplex Trading, Llc Put 28,400 107.30 0
2025-08-05 13F Simplex Trading, Llc 17,957 185.30 0
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 11,813 49.23 81 19.12
2025-08-14 13F Deerfield Management Company, L.p. (series C) 39,351 240
2025-08-14 13F Legato Capital Management LLC 14,633 10.65 89 -11.00
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 28,135 14.87 172 -8.06
2025-08-12 13F Dimensional Fund Advisors Lp 2,283,249 13.64 13,949 -8.64
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market 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 37,187 99.43 227 60.99
2025-07-24 13F IFP Advisors, Inc 126 1,045.45 1
2025-08-11 13F Stoneridge Investment Partners Llc 12,874 0
2025-07-30 NP BFOR - Barron's 400 ETF 46,237 297
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 5,419 23.98 35 -5.56
2025-08-18 13F Geneos Wealth Management Inc. 2,100 200.00 13 140.00
2025-06-26 NP DFSTX - U.s. Small 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 455,614 6.80 3,135 -15.55
2025-08-13 13F EverSource Wealth Advisors, LLC 8 0
2025-08-14 13F Point72 Asia (Singapore) Pte. Ltd. 9,229 56
2025-08-01 13F Teacher Retirement System Of Texas 31,779 0.44 194 -19.17
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 24,382 114.91 149 72.09
2025-08-07 13F Resources Investment Advisors, LLC. 55,210 0.10 337 -19.57
2025-08-11 13F FSA Wealth Management LLC 2,000 12
2025-08-21 NP LUSIX - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 12,746 204.71 78 148.39
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 84,743 1.85 518 -18.20
2025-08-12 13F Calton & Associates, Inc. 21,434 131
2025-08-14 13F/A Barclays Plc 407,721 86.04 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 167,782 8.90 1,079 -16.69
2025-08-14 13F Price T Rowe Associates Inc /md/ 79,303 54.94 0
2025-08-14 13F Fmr Llc 25,902 336.94 158 251.11
2025-08-26 NP FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF 9,545 19.52 58 -3.33
2025-08-13 13F Isthmus Partners, Llc 391,484 26.18 2,392 1.44
2025-08-14 13F Raymond James Financial Inc 152,386 74.14 931 40.00
2025-08-14 13F Disciplined Growth Investors Inc /mn 361,249 6.29 2,207 -14.52
2025-08-28 NP SFLO - VictoryShares Small Cap Free Cash Flow ETF 44,428 271
2025-07-07 13F Versant Capital Management, Inc 220 8.37 1 0.00
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 6,112 6.83 37 -13.95
2025-08-28 NP SPGM - SPDR(R) Portfolio MSCI Global 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 1,565 2.96 10 -18.18
2025-08-05 13F Bank of New York Mellon Corp 497,698 0.42 3,041 -19.28
2025-08-14 13F Headlands Technologies LLC 11,746 72
2025-08-14 13F State Street Corp 3,465,913 0.17 21,177 -19.47
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 24,309 36.24 167 7.74
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 35,030 2.55 241 -18.86
2025-07-28 NP VCSLX - Small Cap Index Fund 50,003 10.41 322 -15.53
2025-03-26 NP MOTBX - MainStay MacKay Small Cap Core Fund Class B 16,461 143
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 50 0
2025-08-27 NP OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 38,601 260.72 236 190.12
2025-06-25 NP TASVX - PGIM QMA SMALL-CAP VALUE FUND Class Z 109,000 158.29 750 104.09
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 1,030,633 109.95 6,297 68.82
2025-05-28 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 9,769 40.28 74 12.12
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 124,850 6.19 803 -18.83
2025-06-26 NP SMLF - iShares Edge MSCI Multifactor 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 105,152 9.89 723 -13.10
2025-07-30 13F Connors Investor Services Inc 35,341 45.19 216 16.85
2025-08-08 13F Massachusetts Financial Services Co /ma/ 172,001 1.25 1,051 -18.67
2025-07-28 NP HDG - ProShares Hedge Replication ETF 156 11.43 1 0.00
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 5,835 9.72 40 -13.04
2025-07-25 NP COVAX - Columbia Small Cap Value Fund II Class A 417,150 2,682
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 22,700 70.68 146 30.63
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 17,131 21.79 118 -4.10
2025-08-15 13F Tower Research Capital LLC (TRC) 18,162 116.19 111 74.60
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 2,579 8.91 16 -11.76
2025-08-15 13F Kestra Advisory Services, LLC 19,550 18.48 119 -4.80
2025-08-11 13F Integrated Quantitative Investments LLC 49,858 305
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 63,323 407
2025-09-04 13F/A Advisor Group Holdings, Inc. 12,943 57.17 79 27.42
2025-08-14 13F Divisadero Street Capital Management, LP 223,220 362.92 1,364 272.40
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 1,852,125 1.29 11,316 -18.57
2025-07-31 13F/A Avion Wealth 72 0
2025-08-12 13F Franklin Resources Inc 615,450 12.35 3,760 -9.68
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 16,012 1.32 98 4.30
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 80,038 129.35 489 84.53
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 24,765 14.96 151 -7.36
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 3,093 19.79 19 -5.26
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 4,813 10.95 33 -10.81
2025-08-15 13F SkyView Investment Advisors, LLC 87,734 3.58 1
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 2,956 18
2025-08-29 NP FTMSX - Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares 37,700 230
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 302,026 45.90 2,078 15.39
2025-07-29 NP EBI - Longview Advantage ETF 4,490 29
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 293,014 2.82 2,016 -18.72
2025-07-25 13F Cwm, Llc 4,857 63.81 0
2025-08-08 13F Hartland & Co., LLC 339 2
2025-08-15 13F Captrust Financial Advisors 12,181 4.76 74 -15.91
2025-08-12 13F XTX Topco Ltd 37,593 230
2025-06-23 NP BIPIX - Biotechnology Ultrasector Profund Investor Class 7,672 27.97 53 0.00
2025-08-28 NP IWC - iShares Micro-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 265,568 0.39 1,623 -19.30
2025-08-11 13F Alps Advisors Inc 46,237 3.46 283 -16.81
2025-06-27 NP LABU - Direxion Daily S&P Biotech Bull 3X Shares Direxion Daily S&P Biotech Bull 3X Shares 59,325 24.35 408 -1.69
2025-08-14 13F Aqr Capital Management Llc 33,937 136.10 207 89.91
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