OTTR / Otter Tail Corporation - Kepemilikan Institusional - Pembeli

Otter Tail Corporation
US ˙ NasdaqGS ˙ US6896481032

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Otter Tail Corporation meliputi SDVD - FT Vest SMID Rising Dividend Achievers Target Income ETF, JHSC - John Hancock Multifactor Small Cap ETF, Amundi, JMEE - JPMorgan Market Expansion Enhanced Equity ETF, Brevan Howard Capital Management LP, First Citizens Bank & Trust Co, Envestnet Portfolio Solutions, Inc., Lido Advisors, LLC, Capstone Investment Advisors, Llc, Old National Bancorp /in/, Farringdon Capital, Ltd., Ethic Inc., JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A), WSML - iShares MSCI World Small-Cap ETF, Financiere des Professionnels - Fonds d,investissement inc., Point72 (DIFC) Ltd, Point72 Asia (Singapore) Pte. Ltd., SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF, EBI - Longview Advantage ETF, dan Clear Street Markets Llc .

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
(%)
2025-08-21 NP MXLSX - Great-West Loomis Sayles Small Cap Value Fund Investor Class 6,600 1.54 509 -2.68
2025-06-18 NP RSEAX - U.S. Strategic Equity Fund Class A Short -8,192 -70.55 -650 -69.65
2025-05-22 NP ROSC - Hartford Multifactor Small Cap ETF 1,076 0.56 86 8.86
2025-08-14 13F Modern Wealth Management, LLC 4,483 0.02 346 -4.17
2025-08-13 13F Centiva Capital, LP 3,839 296
2025-06-18 NP REUYX - Sustainable Equity Fund Class Y 0 -100.00 0 -100.00
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 31,281 2.62 2,411 -1.55
2025-08-14 13F Great Valley Advisor Group, Inc. 10,200 786
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 26,779 13.15 2,126 16.57
2025-07-31 13F Linden Thomas Advisory Services, LLC 10,633 24.96 820 19.91
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 88,891 2.62 6,853 -1.57
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Proequities, Inc. 0 0
2025-07-30 13F Ethic Inc. 2,757 217
2025-08-12 13F Global Retirement Partners, LLC 1,267 2.84 98 7.78
2025-07-30 NP OUSM - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF Shares 17,816 2.54 1,375 -0.72
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 1,764 6.27 136 3.03
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 78,489 2.48 6,058 -0.80
2025-08-08 13F Pnc Financial Services Group, Inc. 5,037 0.52 388 -3.48
2025-08-13 13F Lido Advisors, LLC 3,718 287
2025-08-14 13F Millennium Management Llc 476,582 53.63 36,740 47.36
2025-06-25 NP FUTY - Fidelity MSCI Utilities 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 48,452 2.23 3,846 5.34
2025-08-01 13F Teacher Retirement System Of Texas 5,723 4.00 441 -0.23
2025-08-14 13F Two Sigma Investments, Lp 24,348 74.14 1,877 67.05
2025-08-13 13F Alerus Financial Na 7,424 572
2025-03-25 NP FNK - First Trust Mid Cap Value 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 18,025 8.37 1,389 6.28
2025-08-13 13F Renaissance Technologies Llc 39,110 3,015
2025-08-28 NP TPSC - Timothy Plan US Small Cap Core ETF 6,398 5.94 493 1.65
2025-08-08 13F Accredited Investors Inc. 4,324 0.32 333 -3.76
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 129,384 2.31 9,986 -0.96
2025-08-12 13F SRS Capital Advisors, Inc. 56 166.67 4 300.00
2025-08-13 13F EverSource Wealth Advisors, LLC 216 77.05 17 77.78
2025-08-12 13F Jpmorgan Chase & Co 341,495 20.35 26,326 15.44
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 21 2
2025-07-10 13F Focus Financial Network, Inc. 17,666 0.01 1,362 -4.09
2025-08-19 13F State of Wyoming 2,189 169
2025-08-14 13F Point72 (DIFC) Ltd 1,784 138
2025-06-25 NP GSATX - Goldman Sachs Small Cap Value Insights Fund Class A 3,185 253
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 1,051 18.89 81 14.08
2025-08-26 NP Profunds - Profund Vp Small-cap Growth 433 2.61 33 0.00
2025-08-15 13F WealthCollab, LLC 81 22.73 6 20.00
2025-08-08 13F Intech Investment Management Llc 77,416 309.50 5,968 292.82
2025-08-14 13F Susquehanna International Group, Llp Call 8,000 73.91 617 66.94
2025-08-11 13F New Age Alpha Advisors, LLC 5,429 2.14 419 -2.11
2025-08-04 13F Hantz Financial Services, Inc. 15 0
2025-08-14 13F Mml Investors Services, Llc 7,373 2.59 1
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 23,792 84.95 1,889 90.51
2025-08-06 13F First Horizon Advisors, Inc. 28 2
2025-03-25 NP FNX - First Trust Mid 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 61,203 3.50 4,715 1.57
2025-08-13 13F New York State Common Retirement Fund 67,583 5.30 5 0.00
2025-08-13 13F Arizona State Retirement System 10,972 1.63 846 -2.54
2025-07-21 13F HighMark Wealth Management LLC 331 26
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 8,864 0.65 683 -3.39
2025-08-14 13F Quantinno Capital Management LP 5,721 26.26 441 21.15
2025-04-01 NP OSCV - Opus Small Cap Value ETF 82,194 9.36 6,332 7.30
2025-07-28 NP HDG - ProShares Hedge Replication ETF 54 10.20 4 33.33
2025-04-18 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 764 61
2025-08-14 13F Capstone Investment Advisors, Llc 3,698 285
2025-09-04 13F/A Advisor Group Holdings, Inc. 21,601 2.21 1,666 -1.94
2025-05-15 13F Oxford Asset Management Llp 4,040 24.46 325 28.06
2025-07-25 13F Oregon Public Employees Retirement Fund 9,623 1.05 742 -3.14
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 1,781 82.85 137 75.64
2025-08-12 13F O'shaughnessy Asset Management, Llc 8,274 13.08 638 8.33
2025-06-25 NP DGRO - iShares Core Dividend 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 81,654 4.28 6,482 7.44
2025-08-14 13F Quarry LP 643 50
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 59,687 8.72 4,607 5.23
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 2,184 169
2025-08-29 NP STXK - Strive Small-Cap ETF 1,297 3.35 100 -1.00
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 23,894 3.89 1,844 0.60
2025-08-14 13F Twinbeech Capital Lp 12,585 75.18 970 68.11
2025-07-14 13F Armstrong Advisory Group, Inc 1,660 93.02 128 101.59
2025-08-12 13F LPL Financial LLC 63,344 4.57 4,883 0.31
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 228,744 0.65 17,654 -2.57
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 1,402 3.85 108 0.00
2025-08-14 13F Toroso Investments, LLC 2,992 231
2025-06-26 NP JHSC - John Hancock Multifactor Small Cap ETF 8,224 653
2025-08-13 13F Congress Wealth Management LLC / DE / 6,130 97.49 473 89.56
2025-06-25 NP SDVD - FT Vest SMID Rising Dividend Achievers Target Income ETF 33,091 2,627
2025-08-27 NP Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 3,641 281
2025-08-01 13F Envestnet Asset Management Inc 6,687 0.39 516 -3.74
2025-08-13 13F Marshall Wace, Llp 59,017 55.89 4,550 49.54
2025-05-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 23,056 2.42 1,853 11.49
2025-07-28 NP AVUS - Avantis U.S. Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 14,249 6.30 1,100 2.90
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 7,934 2.12 612 -2.08
2025-08-15 13F Tower Research Capital LLC (TRC) 4,009 604.57 309 586.67
2025-06-25 NP DIVB - iShares U.S. Dividend and Buyback ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 873 25.43 69 30.19
2025-08-13 13F Quadrature Capital Ltd 2,847 219
2025-08-12 13F XTX Topco Ltd 10,578 815
2025-04-28 NP VUSE - Vident Core U.S. Equity Fund 27,907 6.98 2,225 5.80
2025-08-13 13F Mount Yale Investment Advisors, LLC 1,824 141
2025-08-14 13F Ancora Advisors, LLC 67 131.03 5 150.00
2025-08-13 13F Guggenheim Capital Llc 4,191 43.14 323 37.45
2025-08-14 13F Jane Street Group, Llc 92,011 70.04 7,093 63.13
2025-08-14 13F ISAM Funds (UK) Ltd 5,690 79.04 439 71.76
2025-07-22 NP FSCC - Federated Hermes MDT Small Cap Core ETF 1,344 8.13 104 4.04
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 30,813 0.29 2,375 -3.81
2025-07-29 13F Ifrah Financial Services, Inc. 3,686 0.24 284 -3.73
2025-08-14 13F Weiss Asset Management LP 13,803 1,064
2025-07-30 13F Denali Advisors Llc 79,175 16.50 6,104 11.76
2025-04-16 13F Byrne Asset Management LLC 31 72.22
2025-07-23 13F Maryland State Retirement & Pension System 12,315 1.22 949 -2.87
2025-08-28 NP CBHAX - Victory Market Neutral Income Fund Class A 72,357 13.39 5,578 8.78
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 100 8
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 384 60.00 30 66.67
2025-08-13 13F Mackenzie Financial Corp 14,226 206.40 1,097 193.83
2025-08-06 13F Commonwealth Equity Services, Llc 22,249 6.50 2 0.00
2025-08-26 NP EHLS - Even Herd Long Short ETF Short -2,125 -164
2025-07-16 13F State of Alaska, Department of Revenue 24,929 7.56 2 0.00
2025-08-14 13F Fmr Llc 6,424 1.04 495 -2.94
2025-06-30 NP CGW - Invesco S&P Global Water Index 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 81,221 6.16 6,447 9.38
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 8,102 19.60 643 23.42
2025-06-27 NP RSSL - Global X Russell 2000 ETF 25,124 6.59 1,994 9.86
2025-08-13 13F Jones Financial Companies Lllp 5,960 7.10 468 4.01
2025-05-05 13F Lindbrook Capital, Llc 46 15.00 4 50.00
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 2,852 3.94 220 -0.45
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 2,733 34.76 211 29.63
2025-07-28 NP VCSLX - Small Cap Index Fund 17,816 12.76 1,375 9.21
2025-08-28 NP VYSVX - Vericimetry U.S. Small Cap Value Fund 1,411 39.56 109 33.33
2025-07-25 13F CBOE Vest Financial, LLC 41,216 37.39 3,177 31.77
2025-07-15 13F North Star Investment Management Corp. 14,684 0.02 1,132 -4.07
2025-07-28 NP XSLV - Invesco S&P SmallCap Low Volatility 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 29,379 12.20 2,267 8.62
2025-08-14 13F Jain Global LLC 3,511 20.53 271 15.38
2025-08-26 NP JMEE - JPMorgan Market Expansion Enhanced Equity ETF 6,200 478
2025-08-08 13F Larson Financial Group LLC 21 10.53 2 0.00
2025-07-30 13F Whittier Trust Co Of Nevada Inc 47,266 3.25 3,644 -0.98
2025-08-14 13F Royal Bank Of Canada 129,953 11.57 10,017 7.01
2025-07-22 13F Compass Financial Group, INC/SD 2,651 0.65 204 -3.32
2025-07-29 13F Virginia Retirement Systems Et Al 30,854 4.75 2,379 0.46
2025-08-14 13F Atom Investors LP 15,731 1,213
2025-08-13 13F ExodusPoint Capital Management, LP 37,695 3
2025-08-14 13F Verition Fund Management LLC 27,255 59.05 2,101 52.58
2025-08-26 13F/A Thrivent Financial For Lutherans 37,961 23.56 3 0.00
2025-08-18 13F/A National Bank Of Canada /fi/ 41 3
2025-07-21 13F Ameritas Advisory Services, LLC 150 12
2025-07-30 13F Whittier Trust Co 88,409 2.32 6,815 -1.86
2025-08-14 13F BI Asset Management Fondsmaeglerselskab A/S 689 0
2025-08-26 NP PSOPX - JPMorgan Small Cap Value Fund Class I 13,570 1,046
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 5 0
2025-07-30 13F First Citizens Bank & Trust Co 4,058 313
2025-08-26 NP FSCS - Mid Cap US Equity Select 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 4,778 368
2025-08-14 13F Voloridge Investment Management, Llc 107,909 9.55 8,319 5.08
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 170 0.59 13 0.00
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 49,067 2.68 3,783 -1.51
2025-08-12 13F Clear Street Markets Llc 415 32
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 3,913 302
2025-08-27 NP JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A) 2,560 197
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 1,814 19.74 144 23.28
2025-08-14 13F Wells Fargo & Company/mn 54,481 5.77 4,200 1.45
2025-07-31 13F State of New Jersey Common Pension Fund D 24,569 3.58 1,894 -0.63
2025-08-14 13F Citadel Advisors Llc 236,061 32.48 18,198 27.07
2025-07-15 13F Fortitude Family Office, LLC 10 1
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 3,611 3.76 278 -0.36
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 108,347 0.83 8,601 3.89
2025-08-28 NP IWN - iShares Russell 2000 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 318,150 50.40 24,526 44.27
2025-05-29 NP Jnl Series Trust - Jnl/mellon Utilities Sector Fund (a) 17,543 1.52 1,410 10.42
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 25,531 286.42 2,027 239.36
2025-08-14 13F Hrt Financial Lp 50,562 4
2025-07-28 13F Harbour Investments, Inc. 4,266 3.07 329 -1.20
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 7,313 0.61 564 -3.60
2025-08-11 13F Brown Brothers Harriman & Co 62 5
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 26,721 12.09 2,121 15.52
2025-07-28 NP PSCU - Invesco S&P SmallCap Utilities & Communication Services 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 8,532 4.65 658 1.23
2025-08-08 13F Avantax Advisory Services, Inc. 7,228 3.79 557 -0.36
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 4,991 30.21 385 24.68
2025-08-13 13F Victory Capital Management Inc 124,701 5.80 9,613 1.49
2025-08-14 13F Point72 Asia (Singapore) Pte. Ltd. 1,591 123
2025-06-20 NP JSMD - Janus Henderson Small/Mid Cap Growth Alpha ETF 8,953 11.48 711 14.89
2025-07-30 13F D.a. Davidson & Co. 6,384 3.62 492 -0.61
2025-08-12 13F Public Sector Pension Investment Board 142,860 7.68 11,013 3.29
2025-06-26 NP FSCAX - Nuveen Small Cap Value Fund Class A This fund is a listed as child fund of Nuveen Asset Management, 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 48,364 17.00 3,839 20.57
2025-06-25 NP QIDX - Indexperts Quality Earnings Focused ETF 859 159.52 68 172.00
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 64,414 500.82 4,966 476.66
2025-08-12 13F Advisors Asset Management, Inc. 13,644 11.56 1,052 7.03
2025-08-26 NP Profunds - Profund Vp Small-cap Value 503 0.40 39 -5.00
2025-08-11 13F HighTower Advisors, LLC 6,219 11.07 479 6.44
2025-08-14 13F/A Barclays Plc 79,170 39.19 6 50.00
2025-08-14 13F Aquatic Capital Management LLC 20,720 117.15 1,597 108.49
2025-08-11 13F Private Advisor Group, LLC 4,718 0.19 364 -3.97
2025-08-12 13F Brandywine Global Investment Management, LLC 73,695 168.19 5,681 157.29
2025-06-30 NP SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF 1,117 89
2025-08-06 13F Phocas Financial Corp. 95,919 0.01 7,394 -4.06
2025-07-31 13F Quest Partners LLC 19,044 130.98 1,468 121.75
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 8,016 5.77 636 9.09
2025-08-13 13F Bare Financial Services, Inc 24 140.00 2
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 265 11.34 21 16.67
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 102,634 2.74 8,147 5.86
2025-06-25 NP FYT - First Trust Small Cap Value 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 5,887 33.70 467 67.38
2025-08-14 13F Price T Rowe Associates Inc /md/ 40,802 3.91 3 0.00
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 706 4.90 54 0.00
2025-04-25 13F Smallwood Wealth Investment Management, LLC 192 15
2025-07-22 13F HFM Investment Advisors, LLC 3 200.00 0
2025-08-14 NP FLSPX - SPECTRUM FUND Retail Class Short -16,350 606.57 -1,260 1,135.29
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 5,757 55.59 444 49.16
2025-08-14 13F Tudor Investment Corp Et Al 154,591 54.87 11,917 48.55
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 7,238 11.58 575 15.03
2025-08-13 13F Edgestream Partners, L.P. 30,422 14.35 2,345 9.68
2025-08-19 NP RIFAX - U.S. Strategic Equity Fund 0 -100.00 0 -100.00
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 1,270 0.24 98 -2.97
2025-08-12 13F Bokf, Na 6,299 3.09 486 -1.22
2025-08-14 13F Point72 Asset Management, L.P. 4,358 336
2025-07-28 NP XSHD - Invesco S&P SmallCap High Dividend Low Volatility 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 9,155 16.67 707 12.96
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 39,218 58.75 3,023 52.29
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 207,607 9.58 16,023 6.08
2025-07-22 13F Bay Harbor Wealth Management, LLC 2 100.00 0
2025-08-14 13F IHT Wealth Management, LLC 2,607 0.50 201 -3.85
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 19,109 1.20 1,517 4.26
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 14,209 56.68 1,128 61.46
2025-08-14 13F Group One Trading, L.p. Put 100 8
2025-08-07 13F Illinois Municipal Retirement Fund 21,715 4.98 1,674 0.72
2025-08-14 13F Group One Trading, L.p. Call 100 8
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 4,701 2.55 373 5.67
2025-08-14 13F Bank Of America Corp /de/ 409,157 31.60 31,542 26.22
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 1,351,158 2.48 104,161 -1.70
2025-08-27 NP PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 37,499 0.67 2,891 -3.44
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 12,536 2.37 995 5.51
2025-08-13 13F Gamco Investors, Inc. Et Al 273,392 0.07 21,076 -4.01
2025-08-14 13F Farringdon Capital, Ltd. 3,178 245
2025-08-28 NP New Age Alpha Funds Trust - NAA Opportunity Fund Class C 2,135 6.96 165 2.50
2025-08-04 13F Buck Wealth Strategies, LLC 66,128 11.35 5,098 6.79
2025-07-09 13F Harbor Capital Advisors, Inc. 258 7.95 0
2025-08-08 13F SG Americas Securities, LLC 3,432 0
2025-08-28 NP VLU - SPDR S&P 1500 Value Tilt ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 741 50.92 57 46.15
2025-08-28 NP ESIX - SPDR S&P SmallCap 600 ESG 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 324 25
2025-08-07 13F Allworth Financial LP 1,198 84.31 92 80.39
2025-08-14 13F Colony Group, LLC 8,046 0.14 620 -3.88
2025-08-14 13F Mercer Global Advisors Inc /adv 2,958 14.21 228 9.62
2025-08-14 13F Kovitz Investment Group Partners, LLC 2,840 0.07 219 -4.39
2025-04-01 NP CVY - Invesco Zacks Multi-Asset Income 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 4,953 9.60 382 7.63
2025-08-14 13F Financial Engines Advisors L.L.C. 28,758 25.69 2,217 20.57
2025-08-28 NP HEJD - VictoryShares Hedged Equity Income ETF 440 22.56 34 17.86
2025-08-13 13F Amundi 6,887 547
2025-08-08 13F Cetera Investment Advisers 11,629 7.12 896 2.75
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 5,682 7.70 451 11.08
2025-07-29 NP EBI - Longview Advantage ETF 522 40
2025-07-25 NP FNDB - Schwab Fundamental U.S. Broad Market Index ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 953 10.69 74 7.35
2025-08-15 NP Royce Value Trust Inc 31,760 4.57 2,448 0.33
2025-08-11 13F Royce & Associates Lp 31,760 4.57 2,448 0.33
2025-08-12 13F Legal & General Group Plc 112,041 5.37 8,637 1.08
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 2,209 6.20 170 1.80
2025-08-26 NP SDVY - First Trust SMID Cap Rising Dividend Achievers 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 668,442 9.26 51,530 4.80
2025-08-15 13F Morgan Stanley 430,896 7.86 33,218 3.46
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 14,875 2.97 1,147 -1.29
2025-08-14 13F D. E. Shaw & Co., Inc. 164,726 63.30 12,699 56.63
2025-08-14 13F Brevan Howard Capital Management LP 4,630 357
2025-08-06 13F Rialto Wealth Management, LLC 1 0
2025-08-14 13F Bnp Paribas Arbitrage, Sa 69,586 182.66 5,364 171.18
2025-08-11 NP CMEUX - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 10,908 3.75 841 -0.59
2025-08-13 13F Hsbc Holdings Plc 6,748 13.34 525 8.94
2025-08-14 13F Ubs Asset Management Americas Inc 78,778 72.60 6,073 65.54
2025-08-27 NP TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund Short -8,375 -36.25 -646 -38.86
2025-07-11 13F/A Financiere des Professionnels - Fonds d,investissement inc. 2,051 158
2025-07-22 13F Old National Bancorp /in/ 3,285 253
2025-08-12 13F American Century Companies Inc 15,726 6.19 1,212 1.85
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 418,591 2.55 33,228 5.66
2025-06-27 NP PUI - Invesco DWA Utilities Momentum 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 15,352 29.54 1,219 33.41
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 648,293 1.43 49,977 -2.71
2025-08-08 13F/A Sterling Capital Management LLC 9,035 6.63 697 2.35
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 12,386 0.49 956 -2.75
2025-08-12 13F Rhumbline Advisers 109,225 0.98 8,420 -3.13
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 945 6.78 73 1.41
2025-08-14 13F Caisse De Depot Et Placement Du Quebec 563,973 38.80 43,477 33.13
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 10,758 7.47 829 3.11
2025-08-04 13F Assetmark, Inc 11 175.00 1
2025-07-15 13F Public Employees Retirement System Of Ohio 613 3.90 47 0.00
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 14,696 11.27 1,167 14.65
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 2,050 5.34 163 8.72
2025-08-08 13F Atlantic Trust, LLC 8 1
2025-05-15 13F Texas Permanent School Fund 40,617 3,224
2025-08-13 13F Jump Financial, LLC 4,070 314
2025-08-27 NP RYUIX - Utilities Fund Investor Class 2,141 45.35 165 39.83
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 31,703 0.06 2,444 -4.05
2025-08-07 13F Los Angeles Capital Management Llc 33,417 10.55 2,576 6.05
2025-08-11 NP CUSUX - Six Circles U.S. Unconstrained Equity Fund 9,177 26.27 707 118.89
2025-06-18 NP GMRAX - Nationwide Small Cap Index Fund Class A 3,583 2.17 284 5.19
2025-08-04 13F Amalgamated Bank 11,950 0.22 1
2025-08-12 13F Cynosure Management, Llc 4,905 13.91 378 9.25
2025-08-11 13F Lsv Asset Management 59,700 5
2025-08-14 13F Occudo Quantitative Strategies Lp 4,675 360
Other Listings
DE:OT4 € 71.50
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