PRM / Perimeter Solutions, Inc. - Kepemilikan Institusional - Pembeli

Perimeter Solutions, Inc.
US ˙ NYSE

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Perimeter Solutions, Inc. meliputi CALF - Pacer US Small Cap Cash Cows 100 ETF, Falcon Edge Capital, LP, FSLCX - Fidelity Small Cap Stock Fund, Royal Bank Of Canada, American Century Companies Inc, Connor, Clark & Lunn Investment Management Ltd., FYC - First Trust Small Cap Growth AlphaDEX Fund, Campbell & CO Investment Adviser LLC, FYX - First Trust Small Cap Core AlphaDEX Fund, AVSC - Avantis U.S. Small Cap Equity ETF, CTSIX - Calamos Timpani Small Cap Growth Fund Class I, Susquehanna International Group, Llp, PFSVX - PartnerSelect SBH Focused Small Value Fund Institutional Class, Wetherby Asset Management Inc, NOSGX - Northern Small Cap Value Fund, SEIS - SEI Select Small Cap ETF, Aristeia Capital Llc, Norges Bank, CVGRX - Calamos Growth Fund Class A, dan OWTEX - Old Westbury Total Equity Fund .

Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)		 Saham Δ Saham
(%)		 Dilaporkan
Nilai
($1000)		 Nilai Δ
(%)		 Alokasi Port
(%)
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 574 1.23 6 -28.57
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 693 8
2025-08-26 NP NOSGX - Northern Small Cap Value Fund 46,744 651
2025-08-28 NP ASQIX - Small Company Fund Investor Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,649 65
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 13,048 16.44 182 61.61
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 347,208 37.86 3,517 11.72
2025-06-26 NP FSSNX - Fidelity Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,353,125 2.46 13,707 -16.97
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 90,393 5.35 1,258 45.60
2025-08-27 NP PFSVX - PartnerSelect SBH Focused Small Value Fund Institutional Class 58,702 817
2025-08-13 13F Arizona State Retirement System 41,494 4.13 578 43.89
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 4,376 168.14 44 120.00
2025-07-30 13F Avidian Wealth Solutions, LLC 14,662 204
2025-08-13 13F MetLife Investment Management, LLC 83,249 2.63 1,159 41.91
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 4,200 10.53 58 52.63
2025-08-12 13F American Century Companies Inc 152,847 2,128
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 12,101 168
2025-08-04 13F Atria Investments Llc 27,028 105.30 376 184.85
2025-06-25 NP FYC - First Trust Small Cap Growth AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 148,125 1,501
2025-07-28 NP HDG - ProShares Hedge Replication ETF 176 12.10 2 100.00
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 13,792 85.25 192 158.11
2025-08-26 NP NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 7,427 103
2025-08-14 13F Quantinno Capital Management LP 11,428 159
2025-08-26 NP JSCSX - JPMorgan U.S. Small Company Fund Class I 280,242 74.36 3,901 141.04
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 27,898 148.11 337 184.75
2025-08-14 13F Df Dent & Co Inc 2,857,398 7.39 39,775 48.45
2025-03-25 NP CTSIX - Calamos Timpani Small Cap Growth Fund Class I 84,834 1,060
2025-08-13 13F Norges Bank 23,935 333
2025-07-31 13F Nisa Investment Advisors, Llc 2,062 13.99 29 55.56
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 18,415 12.17 187 -9.27
2025-05-27 NP MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class 22,325 2.64 225 -19.13
2025-08-07 13F Parkside Financial Bank & Trust 581 31.15 8 100.00
2025-08-28 NP DTSVX - Small Company Value Portfolio Investment Class 420 6
2025-08-14 13F Manufacturers Life Insurance Company, The 74,622 11.81 1,039 54.46
2025-09-04 13F/A Advisor Group Holdings, Inc. 20,801 44.38 290 99.31
2025-08-11 13F Vanguard Group Inc 8,538,440 2.15 118,855 41.20
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 26,728 3.09 372 42.53
2025-07-08 13F Rise Advisors, LLC 50 2.04 1
2025-07-25 NP PMIYX - Putnam Income Strategies Portfolio - 1,341 43.12 16 77.78
2025-08-26 NP PACAX - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 3,979 43.08 55 96.43
2025-08-14 13F UBS Group AG 787,713 103.57 10,965 181.42
2025-08-01 13F Gwn Securities Inc. 13,418 187
2025-07-30 13F Bleakley Financial Group, LLC 29,940 22.98 417 69.80
2025-07-30 13F Cullen/frost Bankers, Inc. 3,124 161.20 43 258.33
2025-08-14 13F Xponance, Inc. 10,718 7.06 149 49.00
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 56,574 70.13 788 135.63
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 22,374 3.15 311 42.66
2025-08-27 NP Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 117,488 66.30 1,635 129.96
2025-08-28 NP SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,619 24.97 50 72.41
2025-08-11 13F Principal Securities, Inc. 6,318 12.70 88 22.54
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 20,679 7.75 288 48.70
2025-07-14 13F GAMMA Investing LLC 3,073 19.53 43 68.00
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 36,117 5.53 366 -14.52
2025-06-27 NP RSSL - Global X Russell 2000 ETF 80,959 6.24 820 -13.87
2025-08-13 13F Northern Trust Corp 1,395,167 8.58 19,421 50.10
2025-08-14 13F Alyeska Investment Group, L.P. 1,000,000 25.00 13,920 72.79
2025-08-14 13F Aristeia Capital Llc 28,116 391
2025-08-14 13F Raymond James Financial Inc 1,245,348 34.47 17,335 85.90
2025-06-18 NP NWHDX - Nationwide Bailard Cognitive Value Fund Class A 21,500 218
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 417,611 110.52 4,230 70.63
2025-08-08 13F/A Sterling Capital Management LLC 41,739 3.60 581 43.46
2025-08-27 NP HRSCX - Carillon Eagle Small Cap Growth Fund Class A 260,563 26.38 3,627 74.71
2025-08-12 13F Rhumbline Advisers 241,355 24.22 3,360 71.73
2025-08-12 13F Prudential Financial Inc 18,070 76.12 252 143.69
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 152,073 5.40 2,117 45.73
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 327 3.81 5 33.33
2025-08-14 13F Skye Global Management LP 614,500 485.24 8,554 709.18
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 1,424 60.00 14 27.27
2025-08-14 13F DecisionPoint Financial, LLC 71 1
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 31,148 8.72 434 50.35
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 199,908 11.15 2,413 26.81
2025-06-27 NP VAMO - Cambria Value and Momentum ETF 48,773 38.21 494 12.02
2025-08-27 13F/A Brinker Capital Investments, LLC 14,543 202
2025-08-14 13F Windacre Partnership Llc 21,854,600 1.18 304,216 39.86
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 15,211 2.59 154 -16.76
2025-08-13 13F Natixis Advisors, L.p. 65,500 0.65 1
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 21,341 5.97 297 47.03
2025-06-26 NP DFSCX - U.s. Micro Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 134,882 137.42 1,366 92.39
2025-08-08 13F Hartland & Co., LLC 381 79.72 5 150.00
2025-08-13 13F EverSource Wealth Advisors, LLC 3,010 42
2025-08-05 13F Gilbert & Cook, Inc. 10,346 0.22 144 39.81
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 45,704 11.52 463 -9.77
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 63,415 1.56 883 40.45
2025-08-26 NP PAEAX - Putnam Dynamic Asset Allocation Growth Fund Class A shares 36,980 47.61 515 103.97
2025-08-12 13F BlackRock, Inc. 10,865,120 0.89 151,242 39.46
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 64,353 4.61 896 44.59
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 29,015 2.40 294 -17.23
2025-08-26 NP EHLS - Even Herd Long Short ETF 10,379 144
2025-08-14 13F Susquehanna International Group, Llp Put 16,100 224
2025-08-14 13F Susquehanna International Group, Llp 620,260 272.06 8,634 414.54
2025-08-13 13F Falcon Edge Capital, LP 801,335 11,155
2025-08-14 13F Susquehanna International Group, Llp Call 83,300 1,160
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 28,721 4.25 400 44.04
2025-08-14 13F Lazard Asset Management Llc 283,083 102,096.03 4
2025-08-06 13F Decker Retirement Planning Inc. 120 2
2025-07-24 13F IFP Advisors, Inc 0 3
2025-08-01 13F Envestnet Asset Management Inc 248,861 17.24 3,464 62.10
2025-08-14 13F Comerica Bank 4,472 4.80 62 47.62
2025-08-18 13F Wolverine Trading, Llc Call 14,500 203
2025-08-12 13F Swiss National Bank 271,700 0.89 3,782 39.51
2025-08-21 NP LUSIX - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 9,214 128
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 1,250 0
2025-08-12 13F Catalyst Funds Management Pty Ltd 15,600 217
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 26,253 11.22 365 54.01
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 4,567,932 2.84 63,586 42.15
2025-08-28 NP WFIVX - Wilshire 5000 Index Fund Investment Class 692 10
2025-06-30 NP CALF - Pacer US Small Cap Cash Cows 100 ETF 1,172,829 11,881
2025-07-08 13F Lingohr & Partner Asset Management GmbH 15,859 0
2025-08-06 13F Cornerstone Investment Partners, LLC 19,473 0.05 271 38.27
2025-06-26 NP DFUV - Dimensional US Marketwide Value ETF 16,282 3.80 165 -16.33
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 17,350 52.10 176 23.24
2025-08-26 NP Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF 1,398 19
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 8,008 97
2025-07-28 NP VCSLX - Small Cap Index Fund 55,729 9.02 673 24.44
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 40,433 1.17 410 -18.04
2025-08-11 13F Primecap Management Co/ca/ 2,097,551 9.29 29,198 51.07
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 76,288 501.21 1,062 735.43
2025-08-12 13F Dimensional Fund Advisors Lp 4,923,851 20.44 68,541 66.48
2025-08-14 13F Maven Securities LTD 53,773 7.55 749 48.71
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 28,650 1.04 399 39.65
2025-07-29 NP TMFX - Motley Fool Next Index ETF 2,374 1.98 29 16.67
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 486 0.62 7 50.00
2025-05-29 NP CPAEX - Counterpoint Tactical Equity Fund Class A Shares 84,382 45.15 850 14.42
2025-08-13 13F First Trust Advisors Lp 276,033 3,842
2025-06-24 NP JPSE - JPMorgan Diversified Return U.S. Small Cap Equity ETF 110,463 49.74 1,119 21.26
2025-08-12 13F LPL Financial LLC 60,561 504.46 843 743.00
2025-08-14 13F Voya Investment Management Llc 38,595 5.36 537 45.92
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 241,237 4.93 3,358 45.05
2025-08-15 13F Tower Research Capital LLC (TRC) 14,208 58.31 198 118.89
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 2,552 36
2025-08-14 13F Bnp Paribas Arbitrage, Sa 68,905 66.04 959 129.98
2025-08-14 13F Royal Bank Of Canada 268,034 232.52 3,731 359.48
2025-06-26 NP DFSTX - U.s. Small Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 106,519 12.97 1,079 -8.40
2025-08-14 13F Algert Global Llc 64,830 23.39 1
2025-08-14 13F Royal Bank Of Canada Call 201,000 2,798
2025-08-26 NP PSOPX - JPMorgan Small Cap Value Fund Class I 437,845 64.07 6,095 126.80
2025-08-13 13F Arrowstreet Capital, Limited Partnership 1,417,351 57.75 19,730 118.07
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 30,555 15.24 310 -6.65
2025-08-26 NP Profunds - Profund Vp Small-cap 318 5.30 4 33.33
2025-08-01 13F Bessemer Group Inc 1,006,968 4.45 14 55.56
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 17,610 5.73 245 46.71
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 2,733 38
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 10,415 13.68 106 -7.89
2025-07-15 13F Td Private Client Wealth Llc 136 2
2025-06-26 NP OWTEX - Old Westbury Total Equity Fund 21,672 220
2025-08-07 13F Navellier & Associates Inc 98,117 6.20 1,366 38.86
2025-08-12 13F Franklin Resources Inc 226,037 27.42 3,146 76.15
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 6,299 3.86 64 -16.00
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 749,013 0.38 9,041 14.52
2025-07-29 13F R.P. Boggs & Co. 616,895 2.29 8,587 41.42
2025-08-25 NP GONIX - Gotham Neutral Fund Institutional Class 1,543 21
2025-08-08 13F Geode Capital Management, Llc 3,292,279 3.10 45,834 42.50
2025-08-14 13F Citadel Advisors Llc Call 57,900 105.32 806 184.45
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 3,010 5.65 42 46.43
2025-08-25 13F/A Neuberger Berman Group LLC 43,550 2.96 606 42.59
2025-07-28 13F Harbour Investments, Inc. 294 4
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 62,659 1.71 635 -17.66
2025-08-11 13F Rothschild Investment Llc 360 80.00 5 150.00
2025-08-14 13F Aqr Capital Management Llc 541,463 0.86 7,537 39.42
2025-08-18 13F/A National Bank Of Canada /fi/ 32,296 3.96 449 43.91
2025-08-14 13F Fmr Llc 3,042,814 13,099.21 42,356 18,156.47
2025-06-25 NP FAD - First Trust Multi Cap Growth AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 18,346 186
2025-08-12 13F Global Retirement Partners, LLC 46 1
2025-08-27 NP VITNX - Vanguard Institutional Total Stock Market 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 72,994 5.49 1,016 45.98
2025-07-22 13F Davidson Kahn Capital Management, LLC 290,488 6.97 4,049 48.10
2025-08-27 NP SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 2,715 45.26 38 105.56
2025-08-05 13F Bank of New York Mellon Corp 464,826 6.11 6,470 46.68
2025-06-26 NP FSLCX - Fidelity Small Cap 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 443,678 4,494
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 1,308 13
2025-03-25 NP CVGRX - Calamos Growth Fund Class A 23,827 298
2025-08-26 NP PABAX - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 26,093 47.27 363 103.93
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 195 5.98 3 100.00
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 5,779 13.80 70 30.19
2025-03-25 NP CTOGX - Calamos Timpani SMID Growth Fund Class R6 5,628 70
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 37,266 6.21 519 46.74
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 710 4.11 10 50.00
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 1,809 18
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 37 2.78 1
2025-06-26 NP DFFVX - U.S. 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 531,945 131.66 5,389 87.74
2025-08-14 13F Ubs Asset Management Americas Inc 467,175 42.35 6,503 96.82
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 50,475 4.41 703 44.44
2025-08-14 13F Jane Street Group, Llc Call 487,000 2,490.43 6,779 3,486.77
2025-08-06 13F True Wealth Design, LLC 4 0
2025-08-07 13F Campbell & CO Investment Adviser LLC 127,109 1,769
2025-08-14 13F Price T Rowe Associates Inc /md/ 118,028 9.31 2 0.00
2025-08-14 13F Bank Of America Corp /de/ 2,274,018 35.84 31,654 87.78
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 9,874 8.76 137 50.55
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 1,233,466 0.21 17,170 38.53
2025-08-12 13F Hillsdale Investment Management Inc. 338,470 7.73 4,712 48.94
2025-08-28 NP SEIS - SEI Select Small Cap ETF 28,895 402
2025-08-14 13F Toroso Investments, LLC 10,379 144
2025-08-14 13F Wells Fargo & Company/mn 531,956 10.22 7,405 52.35
2025-06-25 NP FTLS - First Trust Long/Short Equity 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 Short -73,724 -747
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 254,363 0.94 3,070 15.15
2025-06-26 NP FKICX - Fidelity Small Cap Stock K6 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 5,800 59
2025-07-29 13F Nordea Investment Management Ab 538,367 0.72 7,661 41.20
2025-08-14 13F Group One Trading, L.p. 144 2
2025-08-12 13F CenterBook Partners LP 418,643 354.80 5,828 529.27
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 66,839 7.50 930 48.56
2025-08-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 74,958 108.10 1,043 188.12
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 10,435 150.96 145 253.66
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 106,778 7.99 1,486 49.35
2025-07-31 13F Quest Partners LLC 8,235 65.06 115 128.00
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 89,645 1,082
2025-08-27 NP TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 40,498 245.55 564 377.12
2025-08-08 13F Atlantic Trust, LLC 203 3
2025-08-14 13F/A Barclays Plc 264,869 60.68 4 200.00
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 101,884 1,032
2025-08-12 13F Gitterman Wealth Management, LLC 13,083 2.48 182 42.19
2025-08-08 13F Larson Financial Group LLC 1,539 5,396.43 21
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 332,037 2.75 3,364 -16.74
2025-08-14 13F Alliancebernstein L.p. 141,030 0.25 1,963 38.63
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 671,928 9.83 8,110 25.31
2025-08-04 13F Strs Ohio 35,100 7.67 489 48.78
2025-08-08 13F Principal Financial Group Inc 10,955,545 0.40 152,502 38.78
2025-08-12 13F Legal & General Group Plc 164,594 11.25 2,291 53.86
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 537,329 14.74 5,443 -7.00
2025-08-14 13F State Street Corp 3,234,353 2.96 45,022 42.33
2025-08-14 13F Wetherby Asset Management Inc 50,680 705
2025-08-04 13F Templeton & Phillips Capital Management, LLC 189,919 0.49 2,644 38.89
2025-08-06 13F TenCore Partners, LP 482,150 52.99 6,712 111.50
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 12,709 114.39 177 198.31
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 162,242 3.96 2,258 43.73
2025-07-29 13F Carmel Capital Partners, LLC 15,105 210
2025-08-14 13F Lombard Odier Asset Management (USA) Corp 46,306 32.38 645 82.95
2025-08-12 13F Proequities, Inc. 0 0
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 150,247 2,091
2025-08-13 13F Pictet Asset Management Holding SA 24,683 34.02 344 85.41
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 25,638 17.38 260 -5.13
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 972,850 11.39 9,855 -9.74
2025-07-23 13F Klp Kapitalforvaltning As 30,700 16.29 427 61.13
2025-07-15 13F Fifth Third Bancorp 163 2
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 170,569 2.46 2,374 41.65
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 34,572 108.14 350 69.08
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 35 0
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 7,322 10.15 102 53.03
2025-07-24 13F Us Bancorp \de\ 23,974 0.35 334 38.75
2025-07-23 13F Equitable Trust Co 2,253,341 5.44 31,367 45.75
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 100,465 40.57 1,018 13.89
Other Listings
DE:I2T
MX:PRM
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