OCFC / OceanFirst Financial Corp. - Kepemilikan Institusional - Pembeli

OceanFirst Financial Corp.
US ˙ NasdaqGS ˙ US6752341080

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di OceanFirst Financial Corp. meliputi Glenmede Investment Management, LP, CSM Advisors, LLC, Bridgewater Associates, LP, Gabelli Funds Llc, Raymond James Financial Inc, MQS Management LLC, Brevan Howard Capital Management LP, MSVIX - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares, THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A, ASMOX - AQR Small Cap Momentum Style Fund Class I, RUSC - U.S. Small Cap Equity Active ETF, Atlantic Union Bankshares Corp, BNP Paribas Asset Management Holding S.A., Larson Financial Group LLC, Spire Wealth Management, MAI Capital Management, Smallwood Wealth Investment Management, LLC, Jones Financial Companies Lllp, ETTOX - E*TRADE No Fee Total Market Index Fund, dan EBI - Longview Advantage ETF .

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
(%)
2025-08-12 13F/A Boston Partners 26,458 0.15 466 3.56
2025-08-12 13F Prudential Financial Inc 24,450 15.58 431 19.78
2025-08-12 13F CIBC Private Wealth Group, LLC 10,386 1.75 183 20.53
2025-05-14 13F Keeley-Teton Advisors, LLC 34,197 36.38 582 28.26
2025-08-13 13F Northwestern Mutual Wealth Management Co 1,342 1.13 24 4.55
2025-07-16 13F Signaturefd, Llc 165 358.33 3
2025-06-27 NP HAPS - Harbor Corporate Culture Small Cap ETF 20,858 36.01 345 25.45
2025-08-29 NP BSVO - EA Bridgeway Omni Small-Cap Value ETF 176,239 25.45 3,104 29.89
2025-08-15 NP Royce Value Trust Inc 265,264 81.67 4,671 88.12
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 57,575 0.08 968 -6.66
2025-07-29 NP VRTTX - Vanguard Russell 3000 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 4,845 4.71 81 -2.41
2025-06-27 NP DASVX - Dunham Small Cap Value Fund Class A 28,940 10.37 479 1.91
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 82,526 7.93 1,387 0.73
2025-08-12 13F MAI Capital Management 59 1
2025-08-14 13F Ubs Asset Management Americas Inc 199,109 40.10 3,506 45.06
2025-06-18 NP RTSSX - Tax-Managed U.S. Mid & Small Cap Fund Class S 90,674 10.69 1,502 2.04
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 689 0
2025-08-14 13F Raymond James Financial Inc 26,596 468
2025-06-27 NP RSSL - Global X Russell 2000 ETF 34,926 6.58 578 -1.70
2025-08-12 13F O'shaughnessy Asset Management, Llc 213,683 35.18 3,763 39.96
2025-08-14 13F Susquehanna International Group, Llp Call 10,600 187
2025-08-14 13F Susquehanna International Group, Llp 93,298 1.13 1,643 4.65
2025-08-14 13F Jane Street Group, Llc 97,627 10.50 1,719 14.45
2025-06-26 NP DFSVX - U.s. Small Cap Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 694,036 3.78 11,493 -4.30
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 43,667 3.80 769 7.41
2025-08-20 NP ASMOX - AQR Small Cap Momentum Style Fund Class I 2,600 46
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 17,324 2.73 287 -5.30
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 144,415 2.48 2,392 -5.49
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 521 32.57 9 14.29
2025-08-13 13F Endeavour Capital Advisors Inc 755,628 0.01 13,307 3.54
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 1,774,174 1.46 31,243 5.04
2025-08-29 NP GGMMX - Gabelli Global Mini Mites Fund CLASS I 1,000 42.86 18 54.55
2025-06-26 NP KCSIX - Knights of Columbus Small Cap Fund I Shares 61,474 1.59 1,018 -6.26
2025-08-07 13F Hennion & Walsh Asset Management, Inc. 37,537 6.66 661 10.54
2025-08-06 13F Atlantic Union Bankshares Corp 900 16
2025-08-26 NP FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF 3,450 5.25 61 9.09
2025-08-14 13F Fourthstone LLC 113,113 49.73 1,992 54.94
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 13,283 13.64 234 17.68
2025-08-13 13F Invesco Ltd. 1,817,211 4.93 32,001 8.64
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 10,959 2.60 193 6.08
2025-07-24 NP FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 320,718 0.22 5,391 -6.45
2025-07-28 NP HDG - ProShares Hedge Replication ETF 76 11.76 1 0.00
2025-08-13 13F Jones Financial Companies Lllp 30 1
2025-08-14 13F Hotchkis & Wiley Capital Management Llc 757,620 3.27 13,342 6.92
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 2,843 86.55 50 100.00
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 147,947 1.33 2,450 -6.56
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 1,116,282 3.67 18,765 -3.24
2025-07-24 13F IFP Advisors, Inc 318 31,700.00 6
2025-08-27 NP AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Small Cap Fund Class R6 713,262 3.47 12,561 7.11
2025-08-13 13F Arrowstreet Capital, Limited Partnership 46,718 174.01 823 183.45
2025-08-15 NP RCPFX - Royce Capital Fund - Small-Cap Portfolio Investment Class 143,081 36.02 2,520 40.80
2025-06-25 NP TASCX - THIRD AVENUE SMALL-CAP VALUE FUND Institutional Class 116,643 17.82 1,932 8.61
2025-08-13 13F Mackenzie Financial Corp 29,207 10.52 514 14.48
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 235 6.82 4 0.00
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 34,045 0.14 572 -6.54
2025-08-11 13F Lsv Asset Management 483,908 7.09 9 14.29
2025-07-11 13F Wedge Capital Management L L P/nc 150,037 9.61 2,642 13.49
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 143,100 2.50 2,370 -5.50
2025-08-15 13F Great West Life Assurance Co /can/ 10,285 7.00 0
2025-08-14 13F Ieq Capital, Llc 45,551 63.29 802 69.20
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 3,085 10.53 51 2.00
2025-08-08 13F Larson Financial Group LLC 225 4
2025-08-14 13F Fiduciary Trust Co 11,058 0.73 195 4.30
2025-07-25 NP AFSM - First Trust Active Factor Small Cap ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,635 0.22 78 -7.23
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 6,539 2.59 108 -5.26
2025-08-07 13F Allworth Financial LP 30,053 0.62 529 7.52
2025-08-25 NP MML Series Investment Fund II - MML Small Cap Equity Fund Initial Class 44,778 2.21 789 5.77
2025-08-11 13F Addison Capital Co 143,730 0.10 2,531 3.64
2025-08-15 NP RYTRX - Royce Total Return Fund Investment Class 734,080 29.89 12,927 34.47
2025-08-22 NP FISVX - Fidelity Small Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 62,642 0.69 1,103 4.25
2025-08-05 13F Simplex Trading, Llc Call 5,300 0
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 99,346 2.74 1,749 6.39
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 7,164 17.37 120 10.09
2025-08-12 13F Aigen Investment Management, Lp 12,603 22.61 222 27.01
2025-06-26 NP LSVQX - LSV Small Cap Value Fund Institutional Class Shares 161,600 37.30 2,676 26.64
2025-08-13 13F Renaissance Technologies Llc 167,052 22.08 2,942 26.39
2025-08-14 13F Two Sigma Investments, Lp 380,130 13.58 6,694 17.58
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 20,773 11.50 344 2.99
2025-07-08 13F Parallel Advisors, LLC 256 158.59 5 300.00
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 8,381 4.75 148 8.09
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 1,306 7.84 23 10.00
2025-08-08 13F Creative Planning 89,374 124.54 1,574 132.35
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 1,772 4,330.00 29
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 11,001 4.20 182 -3.70
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 11,802 9.23 195 0.52
2025-07-09 13F Harbor Capital Advisors, Inc. 21,961 6.07 0
2025-08-14 13F Ameriprise Financial Inc 730,200 2.81 12,859 6.43
2025-08-14 13F Sei Investments Co 58,304 11.54 1,027 15.41
2025-08-12 13F Legal & General Group Plc 64,785 0.18 1,141 3.64
2025-07-28 NP VCSLX - Small Cap Index Fund 26,836 22.13 451 14.18
2025-08-12 13F Charles Schwab Investment Management Inc 656,833 3.90 11,567 7.56
2025-08-13 13F Centiva Capital, LP 13,729 7.91 242 11.57
2025-08-11 13F Empowered Funds, LLC 176,479 25.62 3,108 30.05
2025-08-08 13F SBI Securities Co., Ltd. 4 100.00 0
2025-08-04 13F Strs Ohio 37,600 2.45 662 6.09
2025-09-04 13F/A Advisor Group Holdings, Inc. 1,807 1.40 32 3.33
2025-08-15 NP PENNX - Royce Pennsylvania Mutual Fund Investment Class 244,612 66.68 4,308 72.56
2025-08-14 13F Comerica Bank 28,785 15.54 507 19.62
2025-08-08 13F/A Sterling Capital Management LLC 1,542 55.29 27 68.75
2025-08-14 13F Brevan Howard Capital Management LP 15,949 281
2025-06-25 NP FNCL - Fidelity MSCI Financials Index ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 17,835 0.49 295 -7.23
2025-08-06 13F Commonwealth Equity Services, Llc 49,154 1.05 1
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 1,495 19.41 26 23.81
2025-08-20 NP RUSC - U.S. Small Cap Equity Active ETF 2,063 36
2025-08-27 NP Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 69,758 0.74 1,228 4.33
2025-08-12 13F Deutsche Bank Ag\ 38,624 0.10 680 3.66
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 17,764 29.25 299 20.65
2025-08-13 13F Third Avenue Management Llc 162,238 39.09 2,857 44.00
2025-08-04 13F Spire Wealth Management 62 1
2025-08-05 13F Bank of New York Mellon Corp 398,036 3.01 7,009 6.65
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 906,984 0.57 15,972 4.11
2025-03-20 NP MMSMX - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 32,851 5.67 590 4.42
2025-08-25 NP DLBMX - MassMutual Premier Small Cap Opportunities Fund Class A 155,668 4.83 2,741 8.55
2025-08-12 13F American Century Companies Inc 1,340,968 1.10 23,614 4.67
2025-08-21 NP MXLSX - Great-West Loomis Sayles Small Cap Value Fund Investor Class 40,200 12.92 708 16.86
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 207,380 7.98 3,434 -0.43
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 5,898 1.29 98 -6.73
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 11,085 17.59 184 8.28
2025-08-13 13F MetLife Investment Management, LLC 614,783 32.42 10,826 37.09
2025-08-14 13F Smartleaf Asset Management LLC 105 303.85 2
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 7,744 7.68 136 11.48
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 117,138 7.71 1,969 0.56
2025-08-14 13F Wells Fargo & Company/mn 191,064 8.80 3,365 12.62
2025-08-28 NP MSVIX - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares 5,322 94
2025-08-15 NP RYVFX - Royce Small-Cap Value Fund Service Class 66,251 30.89 1,167 35.58
2025-08-13 13F First Trust Advisors Lp 60,588 6.34 1,067 10.01
2025-08-14 13F Glenmede Investment Management, LP 717,059 12,627
2025-08-07 13F CSM Advisors, LLC 294,184 5
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 28,638 4.43 504 8.15
2025-04-25 13F Smallwood Wealth Investment Management, LLC 37 1
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 131,580 3.82 2,317 7.52
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 223,764 10.12 3,761 2.79
2025-08-13 13F Arizona State Retirement System 17,000 1.43 299 4.91
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 11,580 8.98 204 12.78
2025-08-14 13F Aquatic Capital Management LLC 27,585 184.65 486 195.73
2025-08-11 13F Royce & Associates Lp 1,471,270 43.38 25,909 48.45
2025-08-13 13F Bridgewater Associates, LP 109,911 1,936
2025-08-14 13F Manufacturers Life Insurance Company, The 20,548 4.50 362 8.08
2025-08-27 NP AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Small Cap Fund Series II 379,675 15.16 6,686 19.22
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 586,860 4.85 9,718 -3.32
2025-08-14 13F Two Sigma Advisers, Lp 394,300 7.00 6,944 10.77
2025-08-14 13F Wellington Management Group Llp 1,206,751 12.53 21,251 16.50
2025-08-29 NP DHS - WisdomTree U.S. High Dividend Fund N/A 31,273 2.01 551 5.57
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 1,596 3.03 27 -3.57
2025-08-13 13F Gabelli Funds Llc 33,344 587
2025-07-07 13F Versant Capital Management, Inc 1,653 19.26 29 26.09
2025-08-15 13F Tower Research Capital LLC (TRC) 8,526 457.98 150 500.00
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 68,664 1.13 1,209 4.77
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 3,030 6.35 53 10.42
2025-08-13 13F Systematic Financial Management Lp 983,771 1.21 17,324 4.78
2025-08-11 13F EMC Capital Management 9,952 8.74 0
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 9,624 5.70 169 9.74
2025-08-14 13F Mariner, LLC 72,939 2.08 1,285 5.68
2025-08-13 13F Rsm Us Wealth Management Llc 21,362 0.11 376 3.87
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 112,512 2.57 1,981 6.22
2025-07-29 NP EBI - Longview Advantage ETF 2 0
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 346,832 5.14 5,744 -3.06
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 4,824 85
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 1,157 24.41 20 33.33
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 18,876 53.69 317 43.44
2025-06-26 NP DFUV - Dimensional US Marketwide Value ETF 11,270 10.94 187 2.20
2025-08-22 NP FESM - Fidelity Enhanced Small Cap ETF 121,354 4.94 2,137 8.64
2025-07-31 13F MQS Management LLC 16,008 282
2025-08-14 13F Dark Forest Capital Management Lp 43,893 773
2025-08-14 13F/A Barclays Plc 355,886 4.96 6 20.00
2025-08-08 13F Pnc Financial Services Group, Inc. 16,806 0.23 296 3.51
2025-08-11 13F Rothschild Investment Llc 135 3.85 2 0.00
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-26 NP QABA - First Trust NASDAQ ABA Community Bank Index Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 37,259 6.00 656 9.88
2025-08-12 13F Proequities, Inc. 0 0
2025-06-26 NP DFQTX - U.s. Core Equity 2 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 138,463 1.17 2,293 -6.75
2025-08-14 13F Group One Trading, L.p. Put 400 7
2025-08-14 13F Two Sigma Securities, Llc 14,392 15.51 253 19.91
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial 57,900 1.31 1,020 4.84
2025-08-26 NP Profunds - Profund Vp Small-cap 131 0.77 2 0.00
2025-07-24 NP FSKAX - Fidelity Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 108,080 3.44 1,817 -3.46
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 5,253 7.73 93 12.20
2025-05-15 13F Glenmede Trust Co Na 738,076 12,555
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 288,708 9.62 4,853 2.32
2025-08-14 13F Bridgeway Capital Management Inc 301,802 13.54 5,315 17.54
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 4,255 4.55 75 7.25
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 6,369 27.08 112 31.76
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 24 0
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 162,542 0.09 2,732 -6.57
2025-08-13 13F EverSource Wealth Advisors, LLC 947 669.92 17 700.00
2025-07-29 13F John G Ullman & Associates Inc 27,200 9.24 479 13.00
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 11,879 4.63 197 -3.45
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