SRCE / 1st Source Corporation - Kepemilikan Institusional - Pembeli

1st Source Corporation
US ˙ NasdaqGS ˙ US3369011032

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di 1st Source Corporation meliputi SDVD - FT Vest SMID Rising Dividend Achievers Target Income ETF, Midwest Trust Co, Hennion & Walsh Asset Management, Inc., Inceptionr Llc, WSML - iShares MSCI World Small-Cap ETF, Point72 Asset Management, L.P., CX Institutional, LUSIX - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares, DXUV - Dimensional US Vector Equity ETF, AXVNX - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares, Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF, Hartland & Co., LLC, ETTOX - E*TRADE No Fee Total Market Index Fund, Twin Peaks Wealth Advisors, LLC, dan EBI - Longview Advantage ETF .

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

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)		 Saham Δ Saham
(%)		 Dilaporkan
Nilai
($1000)		 Nilai Δ
(%)		 Alokasi Port
(%)
2025-07-28 NP HDG - ProShares Hedge Replication ETF 24 9.09 1 0.00
2025-08-14 13F Wells Fargo & Company/mn 70,462 54.21 4,374 60.07
2025-08-08 13F Creative Planning 4,575 284
2025-07-29 NP SSMAX - Siit Small Mid Cap Equity Fund - Class A 18,960 9.72 1,148 2.41
2025-08-01 13F Envestnet Asset Management Inc 8,551 3.85 531 7.72
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 43,534 12.02 2,610 7.06
2025-08-13 13F Quantbot Technologies LP 5,617 1,927.80 349 2,075.00
2025-07-28 NP AVUVX - Avantis U.S. Small Cap Value Fund Institutional 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 22,421 155.13 1,358 138.07
2025-08-14 13F RMB Capital Management, LLC 3,300 205
2025-08-08 13F/A Sterling Capital Management LLC 6,865 2.97 426 7.04
2025-08-14 13F Oberweis Asset Management Inc/ 82,700 12.52 5,133 16.77
2025-08-14 13F Quarry LP 36 2
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 2,221 9.90 138 14.17
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 184,028 0.92 11,032 -3.53
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 5,188 28.42 311 22.92
2025-08-05 13F Bank of New York Mellon Corp 122,739 1.37 7,618 5.21
2025-08-14 13F Janus Henderson Group Plc 139,493 1,665.96 8,653 1,721.47
2025-08-14 13F Balyasny Asset Management Llc 23,972 39.74 1,488 44.93
2025-08-08 13F Hartland & Co., LLC 69 4
2025-08-13 13F Arizona State Retirement System 5,534 5.31 343 9.24
2025-08-14 13F Jane Street Group, Llc 45,241 215.75 2,808 228.04
2025-08-13 13F Jackson Creek Investment Advisors LLC 27,144 14.82 2 0.00
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 68,151 14.43 4,086 9.37
2025-08-14 13F D. E. Shaw & Co., Inc. 9,329 64.68 579 71.30
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 32,975 150.38 1,977 139.23
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 24,559 21.23 1,524 25.85
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 26,732 46.24 1,619 36.42
2025-08-13 13F Arrowstreet Capital, Limited Partnership 55,594 32.36 3,451 37.34
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 1,820 110
2025-08-13 13F Kennedy Capital Management, Inc. 278,829 3.79 17,307 7.71
2025-07-28 NP AVUV - Avantis U.S. Small Cap Value ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 169,858 40.00 10,287 30.63
2025-07-28 NP VCSLX - Small Cap Index Fund 8,464 20.74 513 12.78
2025-08-14 13F State Street Corp 587,201 4.98 36,448 8.94
2025-08-20 NP HWVIX - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 48,166 23.23 2,990 27.90
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 24,143 9.47 1,462 2.17
2025-07-31 13F Quest Partners LLC 1,479 5.64 92 9.64
2025-08-26 NP GAFCX - Virtus AlphaSimplex Global Alternatives Fund Class C 1,986 182.10 123 192.86
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 444 12.98 28 17.39
2025-08-14 13F UBS Group AG 157,308 1.81 9,764 5.66
2025-08-14 13F Cubist Systematic Strategies, LLC 35,917 2,229
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 3,644 2.36 226 6.60
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 1,015 26.88 61 19.61
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 25,582 110.66 1,534 101.45
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 12,342 25.68 766 30.49
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 5,267 6.68 327 10.51
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 25,298 2.07 1,570 5.94
2025-08-07 13F Midwest Trust Co 12,478 775
2025-08-12 13F Dynamic Technology Lab Private Ltd 22,685 143.87 1,408 153.24
2025-08-12 13F American Century Companies Inc 259,724 37.59 16,121 42.80
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 4,724 7.71 283 2.91
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 3,698 9.73 230 13.93
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 2,782 67.49 167 59.62
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 13,934 4.50 865 8.41
2025-08-26 NP Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF 279 17
2025-05-20 NP FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF 1,210 12.04 72 14.29
2025-07-14 13F GAMMA Investing LLC 291 6.99 18 12.50
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 9,344 6.47 580 10.50
2025-08-22 NP KVALX - KENNEDY CAPITAL SMALL CAP VALUE FUND Institutional Class Shares 7,998 40.39 496 45.88
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 27 3.85 2 0.00
2025-08-07 13F Parkside Financial Bank & Trust 255 7.14 16 7.14
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 1,400 5.66 87 8.86
2025-08-14 13F Bank Of America Corp /de/ 63,356 218.53 3,933 230.70
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 3,489 17.83 209 12.97
2025-08-14 13F Two Sigma Investments, Lp 63,279 14.69 3,928 19.04
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 8,440 68.46 511 106.88
2025-08-01 13F Teacher Retirement System Of Texas 11,272 1.11 700 4.95
2025-08-13 13F EverSource Wealth Advisors, LLC 437 562.12 27 800.00
2025-08-21 NP LUSIX - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 981 61
2025-08-14 13F Hotchkis & Wiley Capital Management Llc 211,887 39.86 13,152 45.14
2025-08-14 13F Bnp Paribas Arbitrage, Sa 21,153 67.28 1,313 73.54
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 8,809 4.58 547 8.55
2025-05-29 NP CSA - VictoryShares US Small Cap Volatility Wtd ETF 859 51
2025-08-14 13F Point72 Asset Management, L.P. 1,281 80
2025-08-12 13F Legal & General Group Plc 21,427 0.54 1,330 4.32
2025-08-13 13F ExodusPoint Capital Management, LP 8,537 1
2025-08-12 13F Swiss National Bank 36,189 1.69 2,246 5.55
2025-08-12 13F Trexquant Investment LP 29,930 101.98 1,858 109.59
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 707 13.85 44 16.22
2025-07-25 NP SCHD - Schwab U.S. Dividend Equity 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 482,051 8.55 29,193 1.30
2025-06-25 NP FNCL - Fidelity MSCI Financials Index ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,408 7.34 324 2.86
2025-08-14 13F Ubs Asset Management Americas Inc 58,002 75.49 3,600 82.19
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 2 0
2025-08-22 NP FESM - Fidelity Enhanced Small Cap ETF 28,360 4.87 1,760 8.84
2025-08-14 13F Price T Rowe Associates Inc /md/ 29,222 4.47 2 0.00
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 5,502 24.73 333 16.43
2025-08-14 13F Lazard Asset Management Llc 20,893 1,948.33 1
2025-08-29 NP BSVO - EA Bridgeway Omni Small-Cap Value ETF 80,696 3.35 5,009 7.26
2025-08-11 13F Empowered Funds, LLC 80,808 3.50 5,016 7.41
2025-08-14 13F/A Barclays Plc 58,667 54.71 4 50.00
2025-08-14 13F Raymond James Financial Inc 4,323 1.03 268 5.10
2025-08-26 NP Profunds - Profund Vp Small-cap 44 7.32 3 0.00
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 92,257 0.47 5,587 -6.24
2025-06-27 NP RSSL - Global X Russell 2000 ETF 11,136 6.50 668 1.83
2025-08-12 13F Rhumbline Advisers 43,869 4.61 2,723 8.53
2025-08-12 13F Franklin Resources Inc 12,500 11.73 776 15.84
2025-08-14 13F Royal Bank Of Canada 1,794 0.28 111 2.78
2025-05-29 NP CSF - VictoryShares US Discovery Enhanced Volatility Wtd ETF 1,094 65
2025-08-26 NP FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 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 25,540 1,585
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 6 0
2025-08-21 NP MXLSX - Great-West Loomis Sayles Small Cap Value Fund Investor Class 11,300 44.87 701 50.43
2025-08-12 13F Pathstone Holdings, LLC 5,100 2.00 317 5.69
2025-08-14 13F Hrt Financial Lp 4,292 0
2025-08-14 13F Rafferty Asset Management, LLC 14,320 29.09 889 33.94
2025-08-11 13F EntryPoint Capital, LLC 7,832 486
2025-07-24 13F IFP Advisors, Inc 0 4
2025-08-28 NP OBMCX - Oberweis Micro-Cap Fund Investor Class 82,700 12.52 5,133 16.77
2025-08-08 13F Geode Capital Management, Llc 480,822 4.25 29,846 8.17
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 909 10.32 56 14.29
2025-08-07 13F Allworth Financial LP 3 0
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 527 32.41 33 39.13
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 6,499 11.53 390 6.58
2025-08-14 13F Engineers Gate Manager LP 3,726 8.88 231 13.24
2025-08-11 13F Walter & Keenan Financial Consulting Co /mi/ /adv 11,554 50.60 717 56.55
2025-08-12 13F Prudential Financial Inc 11,441 8.56 710 12.70
2025-08-06 13F Commonwealth Equity Services, Llc 3,629 0
2025-07-21 13F Ameritas Advisory Services, LLC 267 17
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 20,725 4.94 1,286 8.89
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 63 80.00 4 50.00
2025-07-22 13F Gsa Capital Partners Llp 25,399 187.25 2
2025-07-16 13F/A CX Institutional 1,007 0
2025-08-14 13F Verition Fund Management LLC 14,647 254.56 909 268.02
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 2,477 12.34 154 16.79
2025-08-13 13F Jump Financial, LLC 13,137 57.20 815 63.33
2025-07-24 13F CWM Advisors, LLC 6,258 9.33 388 13.45
2025-07-29 NP EBI - Longview Advantage ETF 1 0
2025-08-13 13F Jones Financial Companies Lllp 1,138 0.09 70 2.94
2025-08-14 13F Qube Research & Technologies Ltd 161,602 95.63 10,031 103.04
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 826 50
2025-07-29 NP SLPAX - Siit Small Cap Fund - Class A 1,410 10.16 85 2.41
2025-05-29 NP JAHBX - Small Cap Value Trust NAV 103,057 2.62 6,164 5.13
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 97 3.19 6 20.00
2025-08-14 13F Polymer Capital Management (US) LLC 6,676 28.56 414 33.55
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 8,877 25.43 551 30.02
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-15 13F Tower Research Capital LLC (TRC) 1,682 435.67 104 477.78
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-28 NP SSSEX - State Street Small-Cap Equity 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 727 4.15 45 9.76
2025-08-12 13F Proequities, Inc. 0 0
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 31,268 2.87 1,894 -4.01
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 362 4.02 22 10.00
2025-08-27 NP Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 3,778 0.75 234 4.46
2025-08-14 13F Millennium Management Llc 245,102 1.09 15,213 4.91
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 33,048 6.97 2,051 11.04
2025-08-13 13F MetLife Investment Management, LLC 11,778 6.72 731 10.76
2025-08-14 13F Man Group plc 11,952 43.43 742 48.80
2025-08-11 13F Martingale Asset Management L P 42,663 2.48 2,648 6.39
2025-08-28 NP AXVNX - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 386 24
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 2,084 2.46 125 -2.36
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 22,411 3.45 1,391 7.41
2025-08-14 13F Susquehanna International Group, Llp 41,561 21.98 2,580 26.61
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 2,010 30.35 122 21.00
2025-08-14 13F Susquehanna International Group, Llp Put 25,000 1,552
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 1,790 15.19 111 20.65
2025-08-07 13F Hennion & Walsh Asset Management, Inc. 5,177 321
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 2,924 4.50 181 8.38
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 58,114 0.42 3,484 -4.02
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 2,808 9.01 174 12.99
2025-08-13 13F Norges Bank 13,778 855
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 7,807 2.43 468 -2.09
2025-07-29 13F VELA Investment Management, LLC 33,487 3.58 2,079 7.50
2025-08-28 NP KRE - SPDR(R) S&P Regional Banking(SM) 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 104,866 18.34 6,509 22.81
2025-08-13 13F Marshall Wace, Llp 39,542 2,454
2025-08-14 13F Voya Investment Management Llc 5,988 0.74 372 4.51
2025-08-14 13F Aquatic Capital Management LLC 3,892 242
2025-08-12 13F XTX Topco Ltd 5,447 38.53 338 43.83
2025-08-14 13F Ameriprise Financial Inc 42,727 33.41 2,652 38.49
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 168,976 0.41 10,488 4.20
2025-08-14 13F California State Teachers Retirement System 24,876 44.80 1,544 50.34
2025-03-27 NP AABFX - Thrivent Balanced Income Plus Fund Class A 84 5
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 4,388 0.55 266 -6.36
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 15,423 11.88 957 15.30
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 63,226 63.84 3,790 56.61
2025-08-14 13F Citadel Advisors Llc 21,837 1.58 1,355 5.45
2025-07-23 13F Ellsworth Advisors, LLC 8,636 2.75 536 6.77
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 1,735 108
2025-07-16 13F Signaturefd, Llc 90 9.76 6 25.00
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 45 4.65 3 0.00
2025-08-12 13F Inceptionr Llc 3,763 234
2025-07-29 NP JSTC - Adasina Social Justice All Cap Global ETF 1,197 15.43 72 7.46
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 18,658 7.69 1,158 11.78
2025-08-12 13F Charles Schwab Investment Management Inc 625,783 2.25 38,842 6.12
2025-08-28 NP DTSVX - Small Company Value Portfolio Investment Class 1,580 6.04 98 10.11
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 7,330 11.26 455 15.23
2025-08-26 NP QABA - First Trust NASDAQ ABA Community Bank Index Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 15,676 6.36 973 10.44
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 3,673 4.26 220 0.00
2025-08-13 13F Isthmus Partners, Llc 55,541 0.83 3,447 4.64
2025-08-27 NP VBINX - Vanguard Balanced 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 11,914 39.15 740 44.34
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 42,000 34.25 2,544 25.27
2025-08-13 13F Cerity Partners LLC 13,434 31.73 834 36.78
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 45,538 2.40 2,730 -2.12
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 92,089 9.58 5,577 2.24
2025-07-22 13F Valeo Financial Advisors, LLC 12,461 20.07 773 24.68
2025-08-14 13F Bridgeway Capital Management Inc 207,208 1.34 12,861 5.17
2025-08-13 13F Hsbc Holdings Plc 31,055 20.90 1,932 25.54
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 67 1.52 4 33.33
2025-08-14 13F Susquehanna Portfolio Strategies, LLC 9,154 568
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 575,052 40.84 35,693 46.16
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 4,833 5.78 290 1.05
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 13,442 52.37 834 58.25
2025-05-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 11,309 2.46 676 4.97
2025-08-07 13F Meeder Asset Management Inc 1,138 71
2025-08-14 13F Tudor Investment Corp Et Al 65,103 154.19 4,041 163.88
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 962 3.89 58 -1.72
2025-07-23 13F Klp Kapitalforvaltning As 4,400 33.33 273 38.58
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 262,407 1.20 16,288 5.03
2025-08-28 NP TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 408 1,357.14 25 2,400.00
2025-08-11 13F Vanguard Group Inc 1,245,505 16.61 77,308 21.02
2025-06-25 NP SDVD - FT Vest SMID Rising Dividend Achievers Target Income ETF 14,111 846
2025-07-25 13F Concord Wealth Partners 79 19.70 5 33.33
2025-08-11 13F Alps Advisors Inc 5,795 1.22 360 4.97
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 3,072 1.62 191 5.56
2025-07-30 13F Denali Advisors Llc 105,051 0.48 6,521 4.27
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