PBH / Prestige Consumer Healthcare Inc. - Kepemilikan Institusional - Pembeli

Prestige Consumer Healthcare Inc.
US ˙ NYSE ˙ US74112D1019

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Prestige Consumer Healthcare Inc. meliputi Capital Research Global Investors, Glenmede Investment Management, LP, SMCWX - SMALLCAP WORLD FUND INC Class A, Tributary Capital Management, LLC, FOSCX - Small Company Fund Institutional, Heartland Advisors Inc, HRVIX - HEARTLAND VALUE PLUS FUND Investor Class, Commonwealth Equity Services, Llc, JAHBX - Small Cap Value Trust NAV, AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1, Cambridge Investment Research Advisors, Inc., DWAS - Invesco DWA SmallCap Momentum ETF, Integrated Quantitative Investments LLC, Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1, Keeler THomas Management LLC, GSC - Goldman Sachs Small Cap Core Equity ETF, Gibbs Wealth Management, J. W. Coons Advisors, LLC, JHSC - John Hancock Multifactor Small Cap ETF, dan Azzad Asset Management Inc /adv .

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
(%)
2025-08-11 13F Integrated Quantitative Investments LLC 15,890 1,269
2025-08-14 13F Xponance, Inc. 3,861 2.52 308 -4.64
2025-08-19 13F State of Wyoming 1,212 97
2025-07-11 13F/A Umb Bank N A/mo 320 81.82 26 66.67
2025-07-23 13F Klp Kapitalforvaltning As 18,500 2.78 1,477 -4.52
2025-08-26 NP JPSV - JPMorgan Active Small Cap Value ETF 2,816 17.68 225 9.27
2025-07-25 13F Concurrent Investment Advisors, LLC 4,503 7.14 360 -0.55
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 46,173 10.05 3,751 16.46
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 12,687 7.02 1,013 -0.59
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 1,476 86.36 118 72.06
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 1,748,942 10.64 139,653 2.76
2025-08-12 13F Legal & General Group Plc 137,923 2.27 11,013 -5.01
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 39,792 3.83 3,409 4.96
2025-08-14 13F Price T Rowe Associates Inc /md/ 531,609 14.03 42 5.00
2025-06-24 NP SWSCX - Schwab Small-Cap Equity Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 22,193 514.59 1,803 550.54
2025-08-27 NP OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 1,980 54.69 158 43.64
2025-06-23 NP PHPIX - Pharmaceuticals Ultrasector Profund Investor Class 936 25.81 76 33.33
2025-07-24 13F Callan Family Office, LLC 7,083 566
2025-08-14 13F Bridgefront Capital, LLC 2,712 217
2025-08-21 NP LUSIX - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 1,054 84
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 7,265 2.96 580 -4.29
2025-05-22 NP ROSC - Hartford Multifactor Small Cap ETF 957 9.25 82 20.59
2025-07-24 13F Blair William & Co/il 113,941 7.38 9,098 -0.26
2025-08-28 NP Humankind Benefit Corp - Humankind US Stock ETF 560 190.16 45 175.00
2025-08-14 13F Colony Group, LLC 3,148 3.93 251 -3.46
2025-08-26 NP FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF 3,818 10.54 305 2.70
2025-08-08 13F Atlantic Trust, LLC 5 0
2025-08-13 13F MetLife Investment Management, LLC 29,433 1.65 2,350 -5.58
2025-08-26 NP PRDSX - T. Rowe Price QM U.S. Small-Cap Growth Equity 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 344,876 14.51 27,538 6.36
2025-08-08 13F SG Americas Securities, LLC 21,235 298.78 2
2025-08-25 NP FTXH - First Trust Nasdaq Pharmaceuticals 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 1,390 0.36 111 -7.56
2025-06-26 NP BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,782 8.77 551 15.06
2025-08-11 13F HighTower Advisors, LLC 35,723 17.65 2,852 9.27
2025-08-12 13F MAI Capital Management 220 279.31 18 325.00
2025-08-13 13F Mackenzie Financial Corp 3,927 1.29 314 -6.01
2025-07-24 13F Us Bancorp \de\ 4,408 34.80 352 24.91
2025-07-31 13F MQS Management LLC 5,901 471
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 5,629 2.55 457 8.55
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 9,371 7.51 748 -0.13
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 248,623 9.57 21,300 10.76
2025-08-13 13F Arizona State Retirement System 14,457 2.01 1,154 -5.25
2025-08-12 13F Nuveen, LLC 161,614 66.94 12,905 87.26
2025-07-25 13F Hemington Wealth Management 89 7.23 0
2025-08-13 13F Northwestern Mutual Wealth Management Co 1,008 16.00 80 8.11
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 1,328 25.64 106 17.78
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 29,868 90.97 2,426 102.17
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 197 13
2025-08-13 13F Hsbc Holdings Plc 37,591 12.97 2,993 4.69
2025-07-28 NP VVSCX - Small Cap Value Fund 10,225 66.64 876 68.27
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 14,842 2.47 1,206 8.46
2025-08-07 13F Allworth Financial LP 87 19.18 7 20.00
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 84,881 0.54 6,778 -6.61
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 3,837 13.15 312 19.62
2025-07-09 13F Massmutual Trust Co Fsb/adv 464 26.09 37 19.35
2025-08-14 13F Ameriprise Financial Inc 125,391 12.96 10,012 4.91
2025-08-14 13F Ubs Asset Management Americas Inc 162,856 45.35 13,004 35.01
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 173,438 0.64 13,849 -6.52
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 22,621 2.04 1,838 8.00
2025-08-08 13F/A Sterling Capital Management LLC 1,114 30.29 89 20.55
2025-07-29 NP SECAX - SIIT Small Cap II Fund - Class A 16,051 2.61 1,375 3.77
2025-06-30 NP CSMD - Congress SMid Growth ETF 95,772 20.71 7,780 27.71
2025-08-27 NP Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 11,210 80.98 895 68.23
2025-08-26 NP GCTIX - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 145,812 1,122.95 11,643 1,460.72
2025-07-30 13F Sanders Morris Harris Llc 3,000 240
2025-07-17 13F Ausbil Investment Management Ltd 2,163 173
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 449 59.79 36 71.43
2025-06-26 NP JHSC - John Hancock Multifactor Small Cap ETF 9,982 811
2025-08-07 13F Los Angeles Capital Management Llc 5,671 453
2025-06-26 NP DVRAX - MFS Global Alternative Strategy Fund A 737 26.85 60 34.09
2025-08-12 13F American Century Companies Inc 13,720 0.99 1,096 -6.17
2025-08-12 13F Dynamic Technology Lab Private Ltd 16,430 1,312
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 888 3.98 76 5.56
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 62,321 2.53 4,976 -4.77
2025-08-04 13F Assetmark, Inc 69 30.19 6 25.00
2025-08-08 13F Cetera Investment Advisers 8,689 70.61 694 58.58
2025-08-01 13F Teacher Retirement System Of Texas 13,355 0.41 1,066 -6.74
2025-08-26 NP Profunds - Profund Vp Small-cap 113 0.89 9 0.00
2025-08-05 13F Huntington National Bank 1,770 29.96 141 20.51
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 123,256 2.79 10,012 8.77
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 1,113 9.22 89 1.15
2025-08-25 NP MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class 7,048 5.49 563 -2.09
2025-08-12 13F Trexquant Investment LP 45,979 3,671
2025-06-26 NP Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 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 15,189 10.29 1,234 16.65
2025-07-28 13F Bayforest Capital Ltd 228 18
2025-07-30 13F Tributary Capital Management, LLC 147,441 11,773
2025-08-07 13F Parkside Financial Bank & Trust 127 15.45 10 11.11
2025-08-14 13F Gotham Asset Management, LLC 11,833 57.77 945 46.58
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 1,595,525 1.50 127,403 -5.73
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 1,632 2.06 130 -5.11
2025-07-25 13F Yousif Capital Management, Llc 18,828 0.65 1,503 -6.53
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 270,790 0.71 23,199 1.80
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 70,679 5.27 6,055 6.41
2025-08-26 NP BSMC - Brandes U.S. Small-Mid Cap Value ETF 15,135 9.52 1,209 1.68
2025-08-18 13F Geneos Wealth Management Inc. 576 3.04 46 -6.25
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 133,380 5.66 11,427 6.81
2025-08-27 NP Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 47,263 20.28 3,774 11.69
2025-08-26 NP PSOPX - JPMorgan Small Cap Value Fund Class I 41,783 77.38 3,336 64.74
2025-08-08 13F Pnc Financial Services Group, Inc. 5,160 2.12 412 -5.07
2025-08-14 13F Stifel Financial Corp 64,294 49.98 5,134 39.29
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 252 1.20 20 -4.76
2025-08-27 NP TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund Short -6,322 -41.22 -505 -45.45
2025-08-27 NP PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 44,430 0.68 3,548 -6.49
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 13,223 3.64 1,056 -3.74
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 3,443 4.43 275 -3.18
2025-07-28 NP HDG - ProShares Hedge Replication ETF 65 12.07 6 25.00
2025-08-12 13F O'shaughnessy Asset Management, Llc 7,882 5.71 629 -1.72
2025-08-11 13F Principal Securities, Inc. 968 24.42 77 28.33
2025-08-13 13F Cerity Partners LLC 3,884 5.95 310 -1.59
2025-08-14 13F D. E. Shaw & Co., Inc. 286,608 45.34 22,886 35.00
2025-08-14 13F UBS Group AG 383,695 39.57 30,638 29.64
2025-08-13 13F Rsm Us Wealth Management Llc 14,523 38.67 1,160 28.78
2025-08-22 NP Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 14,269 1,139
2025-08-11 13F Cornerstone Planning Group LLC 10 100.00 1
2025-08-12 13F Rhumbline Advisers 155,353 3.46 12,405 -3.91
2025-08-14 13F Diversify Advisory Services, LLC 5,581 27.89 364 1.96
2025-07-31 13F Azzad Asset Management Inc /adv 9,769 780
2025-08-13 13F Natixis Advisors, L.p. 287,996 38.34 23 29.41
2025-08-29 NP MFUS - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 212 17
2025-07-14 13F GAMMA Investing LLC 2,380 26.66 190 18.01
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Value Fund 10,939 20.95 873 12.36
2025-07-18 13F/A MJT & Associates Financial Advisory Group, Inc. 38 3
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 91,190 0.73 7,812 1.82
2025-08-06 13F First Horizon Advisors, Inc. 599 294.08 48 261.54
2025-07-07 13F Versant Capital Management, Inc 856 165.84 68 151.85
2025-08-14 13F Comerica Bank 28,766 7.31 2,297 -0.35
2025-08-26 NP JMEE - JPMorgan Market Expansion Enhanced Equity ETF 7,184 3.55 574 -3.86
2025-08-13 13F Mount Yale Investment Advisors, LLC 572 46
2025-06-26 NP DFUV - Dimensional US Marketwide Value ETF 29,679 1.37 2,411 7.25
2025-08-14 13F Wells Fargo & Company/mn 248,969 3.82 19,880 -3.57
2025-08-18 13F/A Westwood Holdings Group Inc 881,908 2.39 70,420 -4.89
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 5,437 37.85 435 29.85
2025-08-14 13F Jane Street Group, Llc 131,337 25.32 10,487 16.41
2025-07-28 13F New York State Teachers Retirement System 58,135 1.30 5 0.00
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 31,597 5.84 2,567 12.00
2025-08-13 13F Norges Bank 524,077 41,848
2025-08-11 13F Seizert Capital Partners, Llc 57,396 2.29 4,583 -5.00
2025-08-14 13F Bank Of America Corp /de/ 721,371 19.06 57,601 10.58
2025-07-28 NP VCSLX - Small Cap Index Fund 21,165 11.86 1,813 13.10
2025-08-26 NP TMSL - T. Rowe Price Small-Mid Cap ETF 19,874 18.37 1,587 9.91
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 4 0
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 37,555 3.30 2,999 -4.06
2025-08-14 13F Quantinno Capital Management LP 13,232 40.96 1,057 30.86
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 11,183 5.99 893 -1.65
2025-08-14 13F Mml Investors Services, Llc 10,806 41.09 1
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 6,103 53.92 487 179.89
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 2,611 7.27 208 -0.48
2025-07-14 13F Opal Wealth Advisors, LLC 518 16.93 41 7.89
2025-07-09 13F Keystone Wealth Services, LLC 3,951 315
2025-07-17 13F Janney Montgomery Scott LLC 2,751 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 57,669 0.69 4,605 -6.50
2025-08-27 13F/A Squarepoint Ops LLC 72,555 6.31 5,794 -1.26
2025-08-15 13F Equitable Holdings, Inc. 10,974 40.93 876 30.94
2025-08-13 13F Lido Advisors, LLC 3,488 22.86 279 13.93
2025-08-06 13F Savant Capital, LLC 2,999 239
2025-08-26 NP FTKI - First Trust Small Cap BuyWrite Income ETF 30 3.45 2 0.00
2025-07-31 13F Keeler THomas Management LLC 13,516 1,079
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 2,113 7.70 181 9.04
2025-08-26 NP JDSCX - JPMorgan Small Cap Blend Fund Class I 89,054 5.53 7,111 -2.00
2025-08-12 13F Magnetar Financial LLC 55,316 231.87 4,417 208.38
2025-08-13 13F EverSource Wealth Advisors, LLC 1,454 151.56 116 136.73
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 3,866 5.83 331 7.12
2025-07-29 13F Private Wealth Management Group, LLC 65 47.73 5 66.67
2025-08-01 13F Jennison Associates Llc 267,943 6.42 21,395 -1.16
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 3,266 261
2025-08-20 NP FOSCX - Small Company Fund Institutional 89,981 7,185
2025-05-15 13F CAPROCK Group, Inc. 2,775 3.24 239 13.88
2025-07-21 13F Qrg Capital Management, Inc. 6,080 1.83 485 -5.46
2025-08-13 13F New York State Common Retirement Fund 16,498 2.48 1 0.00
2025-08-14 13F Manufacturers Life Insurance Company, The 553,407 12.89 44,190 4.85
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 16,250 1.18 1,298 -6.01
2025-08-26 NP Delaware Vip Trust - Delaware Vip Small Cap Value Series Standard Class 159,150 1.08 12,708 -6.11
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 23,336 109.61 1,863 94.67
2025-08-13 13F Jones Financial Companies Lllp 709 437.12 57 418.18
2025-08-26 NP GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 11,625 41.87 928 31.82
2025-07-11 13F Farther Finance Advisors, LLC 8,496 1,070.25 678 993.55
2025-08-08 13F SBI Securities Co., Ltd. 5 0
2025-08-13 13F Capital Research Global Investors 295,910 23,628
2025-07-23 13F Maryland State Retirement & Pension System 14,522 0.51 1,160 -6.68
2025-08-14 13F Mariner, LLC 5,799 7.99 463 0.43
2025-08-12 13F Public Sector Pension Investment Board 189,134 6.24 15,102 -1.32
2025-07-16 13F State of Alaska, Department of Revenue 29,442 7.26 2 0.00
2025-08-14 13F/A Skopos Labs, Inc. 242 1,513.33 19 1,800.00
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 2,474 6.13 201 12.36
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 5,985 4.18 486 10.20
2025-08-28 NP USVM - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 49,614 10.51 3,962 2.64
2025-08-05 13F GHP Investment Advisors, Inc. 85,991 0.32 6,866 -6.83
2025-08-12 13F Neumeier Poma Investment Counsel Llc 222,495 119.53 17,766 103.90
2025-07-30 NP FCTDX - Strategic Advisers Fidelity U.S. Total Stock Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 124,855 4.45 10,696 5.59
2025-08-08 13F Larson Financial Group LLC 44 120.00 4 200.00
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 17,807 3.07 1,422 -4.31
2025-08-13 13F Edgestream Partners, L.P. 135,511 10,821
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 31,087 2
2025-06-27 NP AVFIX - American Beacon Small Cap Value Fund Institutional Class 173,554 81.78 14,098 161.59
2025-08-14 13F Sei Investments Co 185,395 5.69 14,805 -1.83
2025-08-27 NP OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 1,441 532.02 115 505.26
2025-06-30 NP CSMVX - Congress Small Cap Growth Fund Retail Class 410,000 2.50 33,304 8.45
2025-08-12 13F Charles Schwab Investment Management Inc 708,087 10.23 56,541 2.38
2025-08-18 NP HRVIX - HEARTLAND VALUE PLUS FUND Investor Class 42,500 3,394
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial 27,135 15.32 2,167 7.12
2025-08-14 13F Royal Bank Of Canada 54,454 40.53 4,349 30.52
2025-08-15 13F CI Private Wealth, LLC 20,394 3.88 1,628 -3.50
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 5,266 5.47 428 11.49
2025-08-25 13F/A Neuberger Berman Group LLC 5,180 2.39 414 -4.84
2025-07-22 13F DAVENPORT & Co LLC 20,728 34.04 1,655 24.53
2025-08-04 13F Hantz Financial Services, Inc. 144 0
2025-09-04 13F/A Advisor Group Holdings, Inc. 13,226 574.45 1,056 528.57
2025-07-22 NP GSC - Goldman Sachs Small Cap Core Equity ETF 12,464 1,068
2025-08-13 13F Congress Wealth Management LLC / DE / 163,185 0.33 13,030 -6.82
2025-08-26 NP Profunds - Profund Vp Small-cap Growth 680 1.95 54 -5.26
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 764,131 0.90 61,016 -6.29
2025-08-13 13F Brandes Investment Partners, Lp 18,085 6.00 1,444 -1.50
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 8,539 3.52 694 9.48
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 2,616 16.58 209 8.33
2025-08-26 NP IHE - iShares U.S. Pharmaceuticals 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 136,752 10.27 10,920 2.42
2025-08-12 13F Oak Associates Ltd /oh/ 14,577 0.95 1,164 -6.29
2025-07-24 13F IFP Advisors, Inc 73 630.00 10 900.00
2025-08-08 13F Vestcor Inc 8,209 122.41 1
2025-08-27 NP Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 136,174 3.60 10,873 -3.77
2025-08-13 13F Van Hulzen Asset Management, LLC 13,855 1,106
2025-08-12 13F Coldstream Capital Management Inc 2,665 1.06 213 -6.19
2025-08-22 NP FESM - Fidelity Enhanced Small Cap ETF 53,197 4.91 4,248 -2.57
2025-08-13 13F Gibbs Wealth Management 11,614 927
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 9,571 13.44 765 5.52
2025-08-14 13F Verition Fund Management LLC 18,444 282.10 1,473 255.56
2025-06-24 NP MOPCX - NYLI WMC Small Companies Fund Class C 6,544 532
2025-08-13 13F First Trust Advisors Lp 40,384 19.36 3,225 10.87
2025-08-14 13F Millennium Management Llc 25,752 735.83 2,056 678.79
2025-08-14 13F Scott Marsh Financial, LLC 8,116 648
2025-07-15 13F Maseco Llp 334 27
2025-05-15 13F Texas Permanent School Fund 25,450 2,067
2025-08-05 13F Bank Of Montreal /can/ 9,351 1.98 747 -5.33
2025-08-07 13F Vise Technologies, Inc. 4,955 21.30 396 24.21
2025-08-13 13F Renaissance Technologies Llc 405,804 10.18 32,403 2.34
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 24,945 1.57 2,026 7.48
2025-08-12 13F Heartland Advisors Inc 45,525 3,635
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 3,969 32.39 322 40.00
2025-08-13 13F Bare Financial Services, Inc 89 323.81 7 600.00
2025-07-25 13F Sequoia Financial Advisors, LLC 8,012 1.17 640 -6.03
2025-08-04 13F Atria Investments Llc 16,988 14.77 1,356 6.60
2025-08-26 NP TRSYX - T. Rowe Price Small-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,611 10.60 368 2.79
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 3,015 188.79 241 196.30
2025-07-08 13F Parallel Advisors, LLC 759 1.20 61 -6.25
2025-08-26 NP Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF 197 16
2025-08-25 NP GONIX - Gotham Neutral Fund Institutional Class 453 212.41 36 414.29
2025-07-29 NP JSTC - Adasina Social Justice All Cap Global ETF 914 15.11 78 16.42
2025-08-14 13F Horizon Investments, LLC 6,944 554
2025-08-01 13F Envestnet Asset Management Inc 268,343 48.42 21,427 37.86
2025-08-14 13F Glenmede Investment Management, LP 266,427 21,274
2025-07-10 13F Exchange Traded Concepts, Llc 21,937 4.29 1,752 -3.15
2025-08-12 13F Steward Partners Investment Advisory, Llc 4,898 1,907.38 391 1,855.00
2025-06-27 NP PCSVX - PACE Small/Medium Co Value Equity Investments Class P 26,168 86.12 2,126 96.94
2025-08-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 18,329 1.08 1,464 -6.10
2025-08-14 13F Mercer Global Advisors Inc /adv 5,034 0.76 402 -6.53
2025-08-13 13F Quantbot Technologies LP 1,417 113
2025-06-27 NP RSSL - Global X Russell 2000 ETF 30,081 6.55 2,443 12.74
2025-08-01 13F Bessemer Group Inc 378,220 4.49 30 -3.23
2025-08-14 13F Vident Advisory, LLC 4,859 14.71 388 6.32
2025-07-29 13F Private Trust Co Na 240 13.74 19 5.56
2025-08-08 13F Creative Planning 19,491 20.78 1,556 12.18
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 9,539 1.76 762 -5.47
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 19,505 11.34 1,584 17.86
2025-07-29 NP VFMO - Vanguard U.S. Momentum 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 25,634 1,623.87 2,196 2,483.53
2025-08-14 13F Engineers Gate Manager LP 17,911 61.65 1,430 50.21
2025-06-26 NP OWTEX - Old Westbury Total Equity Fund 8,218 668
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 4,311 45.05 344 34.90
2025-08-27 13F/A Brinker Capital Investments, LLC 2,552 204
2025-08-12 13F Franklin Resources Inc 33,476 51.84 2,673 41.06
2025-06-26 NP FSOPX - Fidelity Series Small Cap Opportunities 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 274,763 1.22 22,319 7.09
2025-07-08 13F Arlington Trust Co LLC 11 1
2025-06-26 NP SMMV - iShares Edge MSCI Min Vol 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 30,346 2.87 2,465 8.88
2025-08-05 13F Bank of New York Mellon Corp 373,156 0.17 29,796 -6.96
2025-08-14 13F Tudor Investment Corp Et Al 20,611 64.40 1,646 52.74
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 17,541 2.46 1,401 -4.83
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 22,881 0.42 1,827 -6.69
2025-08-28 NP XPH - SPDR(R) S&P(R) Pharmaceuticals 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 66,601 0.63 5,318 -6.52
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Proequities, Inc. 0 0
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 214 5.94 17 13.33
2025-08-28 NP SMLV - SPDR SSGA US Small Cap Low Volatility Index ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8,534 70.89 681 58.74
2025-07-15 13F Fortitude Family Office, LLC 16 1
2025-07-31 13F Quest Partners LLC 3,786 1,432.79 302 1,338.10
2025-08-06 13F Commonwealth Equity Services, Llc 39,663 3
2025-08-12 13F LPL Financial LLC 91,760 173.85 7,327 154.41
2025-08-13 13F F/M Investments LLC 53,369 0.49 4,262 -6.66
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 499,666 2.49 40,588 8.44
2025-06-25 NP PQJCX - PGIM Jennison Small-Cap Core Equity Fund Class R6 997 3.85 81 9.59
2025-08-12 13F Axq Capital, Lp 8,689 694
2025-08-13 13F Kilter Group LLC 17 1
2025-07-18 13F Truist Financial Corp 5,906 41.12 472 31.20
2025-08-06 13F Texas Yale Capital Corp. 7,280 0.57 581 -6.59
2025-07-28 NP DWAS - Invesco DWA SmallCap 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 28,016 2,400
2025-07-22 13F Gsa Capital Partners Llp 2,891 0
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 7,583 1.16 606 -6.06
2025-08-12 13F Jpmorgan Chase & Co 353,004 4.38 28,187 -3.05
2025-08-29 NP STXK - Strive Small-Cap ETF 1,529 3.31 122 -3.94
2025-06-18 NP GMRAX - Nationwide Small Cap Index Fund Class A 4,269 1.79 347 7.79
2025-06-30 NP PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 52,684 1.13 4,280 7.00
2025-08-14 13F State Street Corp 1,999,505 0.08 159,660 -7.04
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 817 2.64 65 -4.41
2025-08-14 13F Alliancebernstein L.p. 87,792 38.55 7,010 28.69
2025-06-24 NP SWHFX - Schwab Health Care 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 51,801 96.95 4,208 108.37
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 195 16
2025-08-05 13F Simplex Trading, Llc Call 100 0
2025-08-27 NP Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A 162,535 3.88 12,978 -3.52
2025-07-28 NP TOWFX - Towpath Focus Fund Institutional Share Class 19,866 14.40 1,702 15.64
2025-07-29 13F Nordea Investment Management Ab 92,206 0.07 7,444 -5.29
2025-08-05 13F Versor Investments LP 9,083 9.43 725 1.68
2025-08-07 13F Meeder Advisory Services, Inc. 2,597 207
2025-08-12 13F Bokf, Na 5,765 6.33 460 -1.29
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 116 0.87 9 0.00
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 2,912 249
2025-07-22 13F HFM Investment Advisors, LLC 4 100.00 0
2025-08-14 13F/A Barclays Plc 124,231 38.91 10 28.57
2025-08-13 13F Arrowstreet Capital, Limited Partnership 22,114 1,766
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 4,111 328
2025-06-25 NP HSMV - First Trust Horizon Managed Volatility Small/Mid 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 2,631 25.95 214 33.13
2025-08-19 13F/A Pitcairn Co 3,306 264
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 16,802 20.92 1,342 12.31
2025-08-26 NP SHRT - Gotham Short Strategies ETF 28 2
2025-08-04 13F Strs Ohio 4,000 8.11 319 0.31
2025-08-15 13F State of Tennessee, Treasury Department 14,188 16.12 1,133 7.81
2025-08-14 13F Janus Henderson Group Plc 22,589 0.30 1,802 -5.95
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 50,891 7.56 4,064 -0.10
2025-08-05 13F J. W. Coons Advisors, LLC 10,100 806
2025-08-14 13F Diversify Wealth Management, Llc 15,995 23.71 1,045 -1.42
2025-08-14 13F Goldman Sachs Group Inc 1,054,312 92.86 84,187 79.13
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1 This fund is a listed as child fund of Capital World Investors 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 32,983 2,634
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted 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 9,727 13.53 790 20.24
2025-07-29 NP PBQAX - PGIM Jennison Blend Fund Class A 31,769 1.05 2,722 2.14
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 9,486 17.60 771 24.39
2025-07-09 13F Harbor Capital Advisors, Inc. 141 9.30 0
2025-07-22 NP GSBDX - Goldman Sachs Small Cap Growth Fund Class A Shares 29,079 5.83 2,491 7.00
2025-06-27 NP PILL - Direxion Daily Pharmaceutical & Medical Bull 3X Shares 4,278 17.59 348 24.37
2025-07-28 13F Bridges Investment Management Inc 3,856 2.17 308 -5.25
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 506 8.12 40 0.00
2025-08-11 13F Private Advisor Group, LLC 3,037 10.08 243 2.11
2025-08-11 13F WPG Advisers, LLC 137 6.20 11 -9.09
2025-07-18 13F Trust Co Of Vermont 9,825 7.67 785 0.00
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 432 0
2025-08-08 13F Geode Capital Management, Llc 1,413,041 0.67 112,843 -6.50
2025-07-25 NP AFMC - First Trust Active Factor Mid 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 4,312 48.33 369 50.00
2025-08-14 13F Alliance Wealth Advisors, LLC /UT 11,977 1.65 956 -5.53
2025-08-14 13F Canada Pension Plan Investment Board 3,100 106.67 248 92.97
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 15,877 116.90 1,268 101.43
2025-07-24 13F CWM Advisors, LLC 4,890 22.19 390 13.37
2025-08-25 NP SMCWX - SMALLCAP WORLD FUND INC Class A 262,927 20,995
2025-08-14 13F Hrt Financial Lp 23,993 284.01 2
2025-08-07 13F Illinois Municipal Retirement Fund 26,843 6.10 2,143 -1.47
2025-08-06 13F Rialto Wealth Management, LLC 3 0
2025-07-29 NP EBI - Longview Advantage ETF 12,398 51,558.33 1,062 53,000.00
2025-08-20 NP ASMOX - AQR Small Cap Momentum Style Fund Class I 2,055 75.19 164 64.00
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 147 14.84 12 22.22
2025-07-16 13F Congress Asset Management Co /ma 1,009,595 1.82 80,616 -5.43
2025-08-08 13F Wealth Alliance 3,341 267
2025-08-29 NP JAHBX - Small Cap Value Trust NAV 33,992 2,714
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,264 2.79 500 -4.40
2025-08-15 13F Tower Research Capital LLC (TRC) 4,823 327.19 385 296.91
2025-07-31 13F Caitong International Asset Management Co., Ltd 330 312.50 26 333.33
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