SXC / SunCoke Energy, Inc. - Kepemilikan Institusional - Pembeli

SunCoke Energy, Inc.
US ˙ NYSE ˙ US86722A1034

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di SunCoke Energy, Inc. meliputi USCAX - Small Cap Stock Fund Shares, NOSGX - Northern Small Cap Value Fund, Integrated Quantitative Investments LLC, Horizon Investments, LLC, Caxton Associates Llp, BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A, USCRX - Cornerstone Moderately Aggressive Fund, MQS Management LLC, Schroder Investment Management Group, SAGP - STRATEGAS GLOBAL POLICY OPPORTUNITIES ETF, EBI - Longview Advantage ETF, WSML - iShares MSCI World Small-Cap ETF, BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I, GCAVX - GMO U.S. Small Cap Value Fund Class VI, Raymond James Financial Inc, Hantz Financial Services, Inc., SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF, Core Alternative Capital, BNP Paribas Asset Management Holding S.A., dan Dogwood Wealth Management 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
(%)
2025-08-14 13F Engineers Gate Manager LP 166,309 24.64 1,429 16.38
2025-08-12 13F Dynamic Technology Lab Private Ltd 89,185 218.95 766 198.05
2025-08-14 13F Jane Street Group, Llc Call 10,000 86
2025-06-27 NP AVFIX - American Beacon Small Cap Value Fund Institutional Class 196,950 48.36 1,784 43.18
2025-08-14 13F Vident Advisory, LLC 54,280 5.28 466 -1.69
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 881 1.50 8 -12.50
2025-04-29 NP ORSIX - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 36,950 35.70 335 -1.18
2025-08-26 13F/A Thrivent Financial For Lutherans 62,245 0.46 1
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 344 3.93 3 0.00
2025-08-26 NP BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. 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 24,906 214
2025-07-28 NP HDG - ProShares Hedge Replication ETF 110 11.11 1
2025-08-08 13F/A Sterling Capital Management LLC 42,549 1.91 365 -4.95
2025-07-29 NP COAL - Range Global Coal Index ETF 83,404 114.94 679 93.16
2025-06-27 NP COAGX - Caldwell & Orkin - Gator Capital Long/Short Fund 64,000 6.67 580 2.84
2025-08-28 NP SAGP - STRATEGAS GLOBAL POLICY OPPORTUNITIES ETF 12,265 105
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 156,777 2.37 1,276 -8.14
2025-08-14 13F State Street Corp 6,561,503 22.01 56,363 13.92
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 1,645 22.76 14 16.67
2025-06-30 NP SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF 1,350 12
2025-08-14 13F Gendell Jeffrey L 291,736 7.02 2,506 -0.04
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 246,226 2.67 2,231 -0.98
2025-08-25 13F/A Neuberger Berman Group LLC 11,150 0.36 96 -6.86
2025-08-11 13F Royce & Associates Lp 11,154 96
2025-08-08 13F Intech Investment Management Llc 77,955 75.79 670 64.37
2025-08-15 13F Caxton Associates Llp 33,535 288
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 62,245 0.46 535 -6.32
2025-08-08 13F Geode Capital Management, Llc 2,136,374 3.25 18,353 -3.61
2025-08-13 13F Arrowstreet Capital, Limited Partnership 64,044 550
2025-08-14 13F D. E. Shaw & Co., Inc. Call 20,000 172
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 121,851 10.55 992 -0.80
2025-08-08 13F Hartland & Co., LLC 11 0
2025-05-30 NP SEIS - SEI Select Small Cap ETF 29,250 2.39 269 -11.80
2025-08-12 13F MAI Capital Management 718 6
2025-08-12 13F Pacer Advisors, Inc. 834,568 11.75 7,169 4.34
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 12,621 4.30 108 -2.70
2025-07-10 13F Exchange Traded Concepts, Llc 204,017 14.07 1,753 6.50
2025-08-27 NP OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 5,741 191.13 49 172.22
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 27,556 138.62 240 126.42
2025-08-13 13F State Board Of Administration Of Florida Retirement System 288,297 16.20 2,476 8.50
2025-08-14 13F Wells Fargo & Company/mn 60,796 6.21 522 -0.76
2025-08-11 13F Integrated Quantitative Investments LLC 55,244 475
2025-08-11 13F Vanguard Group Inc 7,192,047 0.32 61,780 -6.33
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 3,433 1,828.65 31 3,000.00
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 39,325 4.09 338 -2.88
2025-08-14 13F Fmr Llc 862,884 10.13 7,412 2.83
2025-08-14 13F Hancock Whitney Corp 52,621 452
2025-07-28 NP VCSLX - Small Cap Index Fund 39,132 22.28 319 9.66
2025-08-14 13F Royal Bank Of Canada 42,826 19.10 367 11.21
2025-08-28 NP SLLAX - SIMT Small Cap Fund Class F 49,799 129.46 428 114.57
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 2,196 40.59 19 28.57
2025-08-14 13F Winton Capital Group Ltd 84,284 196.14 724 177.39
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 4,320 9.48 39 5.41
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 117,446 80.08 1,064 73.86
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 461,447 1.42 3,756 -8.97
2025-07-25 13F Cwm, Llc 19,878 259.98 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 99,697 4.15 856 -2.73
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 23 4.55 0
2025-08-07 13F Campbell & CO Investment Adviser LLC 45,505 10.96 391 3.45
2025-07-28 NP RWJ - Invesco S&P SmallCap 600 Revenue 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 229,056 0.82 1,865 -9.51
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 568 0
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 209,439 3.08 1,898 -0.52
2025-08-14 13F Gotham Asset Management, LLC 85,766 133.73 737 118.40
2025-08-15 13F Tower Research Capital LLC (TRC) 5,615 176.19 48 166.67
2025-07-31 13F MQS Management LLC 18,443 158
2025-08-13 13F Cerity Partners LLC 23,839 205
2025-08-14 13F Manufacturers Life Insurance Company, The 30,646 3.46 263 -3.31
2025-08-12 13F LPL Financial LLC 29,747 41.98 256 32.81
2025-08-14 13F Raymond James Financial Inc 1,656 14
2025-08-14 13F Bank Of America Corp /de/ 774,212 90.62 6,650 78.00
2025-08-26 NP Profunds - Profund Vp Small-cap Value 1,850 0.60 16 -6.25
2025-07-21 13F Ameritas Advisory Services, LLC 204 2
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 1,915 45.85 16 36.36
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 16,307 1.24 140 -5.41
2025-08-27 NP VQNPX - Vanguard Growth and Income 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 125,500 4.32 1,078 -2.53
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 9,518 2.53 86 -1.15
2025-05-15 13F Texas Permanent School Fund 74,726 677
2025-07-14 13F GAMMA Investing LLC 5,330 41.79 46 32.35
2025-07-25 NP USCRX - Cornerstone Moderately Aggressive Fund 20,391 166
2025-08-14 13F Citadel Advisors Llc Put 13,400 55.81 115 45.57
2025-08-13 13F Cambria Investment Management, L.P. 13,647 18.28 117 10.38
2025-08-14 13F Van Eck Associates Corp 77,518 23.69 1
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 322,871 717.11 2,773 663.91
2025-08-14 13F Citadel Advisors Llc 367,505 4.80 3,157 -2.17
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 1,041 59.91 9 50.00
2025-08-13 13F Northern Trust Corp 983,729 8.66 8,450 1.46
2025-07-23 13F Optas, LLC 10,609 4.96 91 -1.09
2025-07-09 13F Veracity Capital LLC 48,396 5.81 416 -1.19
2025-05-22 NP ROSC - Hartford Multifactor Small Cap ETF 17,000 1.88 156 -12.36
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 3,660 8.51 31 0.00
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 199,447 0.18 1,807 -3.37
2025-08-13 13F EverSource Wealth Advisors, LLC 2,992 544.83 26 525.00
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 17,377 4.13 149 -2.61
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 15,982 16.39 145 12.50
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 15,726 0.22 128 -9.86
2025-08-28 NP HEJD - VictoryShares Hedged Equity Income ETF 9,062 36.11 78 26.23
2025-08-19 13F State of Wyoming 39,273 7.19 337 0.00
2025-08-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 66,157 149.48 568 119.31
2025-08-14 13F Millennium Management Llc 1,431,001 148.87 12,292 132.41
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 114,662 2.52 985 -4.28
2025-08-29 NP DHS - WisdomTree U.S. High Dividend Fund N/A 47,251 2.00 406 -4.93
2025-06-30 NP Two Roads Shared Trust - Hypatia Women CEO ETF 2,536 7.96 23 0.00
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 2,757,166 3.50 23,684 -3.36
2025-08-14 13F Prelude Capital Management, Llc 31,004 3.50 266 -3.27
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 55,218 12.57 474 5.10
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 7,359 69.09 63 57.50
2025-08-12 13F Prudential Financial Inc 434,006 17.62 3,728 9.84
2025-08-12 13F Jefferies Financial Group Inc. 80,150 688
2025-08-05 13F Core Alternative Capital 620 5
2025-08-14 13F Qube Research & Technologies Ltd 1,058,125 20.10 9,089 12.14
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 283 2.91 3 0.00
2025-08-12 13F Franklin Resources Inc 147,248 4.74 1,265 -2.24
2025-08-08 13F Atlantic Trust, LLC 55 0
2025-08-14 13F Susquehanna International Group, Llp Call 69,800 600
2025-07-29 NP SIXS - 6 Meridian Small Cap Equity ETF 117,707 16.67 958 17.40
2025-06-26 NP LSVQX - LSV Small Cap Value Fund Institutional Class Shares 301,600 17.13 2,732 13.03
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 417,737 8.50 3,785 4.67
2025-08-14 13F Graham Capital Management, L.P. 108,986 15.72 936 8.08
2025-08-07 13F Allworth Financial LP 3,629 80.64 31 63.16
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 16,033 4.21 145 0.69
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 208,115 575.22 1,788 531.45
2025-08-11 13F Empowered Funds, LLC 505,770 2.03 4,345 -4.74
2025-08-13 13F First Trust Advisors Lp 86,520 41.08 743 31.74
2025-08-12 13F Rhumbline Advisers 250,097 3.36 2,148 -3.50
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 157,987 110.65 1,286 89.12
2025-08-25 NP DSMC - Distillate Small/Mid Cash Flow ETF 51,164 4.82 439 -2.23
2025-08-28 NP CPAEX - Counterpoint Tactical Equity Fund Class A Shares 39,511 0.65 339 -6.09
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 433 1.41 4 0.00
2025-08-13 13F Mackenzie Financial Corp 169,603 101.14 1,457 87.87
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 1,893 13.15 16 6.67
2025-08-13 13F Renaissance Technologies Llc 2,314,261 3.17 19,880 -3.67
2025-08-14 13F Aqr Capital Management Llc 563,450 53.72 4,840 43.53
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 46,016 0.11 375 -10.10
2025-07-25 NP UCAGX - Cornerstone Aggressive Fund 5,529 4.01 45 -6.25
2025-08-12 13F Steward Partners Investment Advisory, Llc 286 91.95 2 100.00
2025-08-14 13F/A Barclays Plc 236,831 29.18 2 100.00
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 52,988 181.13 455 163.01
2025-08-26 NP JMEE - JPMorgan Market Expansion Enhanced Equity ETF 38,949 3.37 335 -3.47
2025-05-30 NP QSML - WisdomTree U.S. SmallCap Quality Growth Fund 828 2.10 8 -12.50
2025-08-07 13F Illinois Municipal Retirement Fund 44,045 5.18 378 -1.82
2025-08-14 13F Ubs Asset Management Americas Inc 239,335 52.25 2,056 42.12
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 193,851 9.66 1,578 -1.62
2025-07-15 13F Ballentine Partners, LLC 24,277 118.95 209 103.92
2025-07-25 13F Oregon Public Employees Retirement Fund 19,388 0.52 167 -6.21
2025-07-11 13F Farther Finance Advisors, LLC 1,797 14,875.00 15
2025-08-12 13F Charles Schwab Investment Management Inc 1,351,987 17.09 11,614 9.32
2025-08-13 13F Centiva Capital, LP 27,130 124.07 233 109.91
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market 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 5,979 51
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 25,877 7.69 222 0.45
2025-08-01 13F Jennison Associates Llc 160,313 13.06 1,377 5.60
2025-07-23 13F Klp Kapitalforvaltning As 89,900 162.10 772 145.08
2025-07-31 13F Caitong International Asset Management Co., Ltd 104 1
2025-08-13 13F Norges Bank 533,100 4,579
2025-07-24 NP BDSIX - BlackRock Advantage Small Cap Core Fund Institutional Shares 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 860,549 1,073.31 7,005 953.23
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 144,532 3.02 1,242 -3.80
2025-08-14 13F Price T Rowe Associates Inc /md/ 81,511 6.17 1
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 21,733 7.66 187 0.54
2025-08-14 13F Ieq Capital, Llc 44,041 102.79 378 89.95
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 1,319,617 0.04 11,336 -6.59
2025-07-11 13F/A Umb Bank N A/mo 540 110.94 5 100.00
2025-07-09 13F Baron Wealth Management LLC 18,350 12.95 158 5.37
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 238,019 18.82 1,937 6.66
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 14,596 129.53 132 123.73
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 419,102 8.90 3,411 -2.26
2025-07-24 NP HSMNX - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 49,186 53.41 400 37.93
2025-08-13 13F Baird Financial Group, Inc. 16,468 141
2025-08-01 13F Envestnet Asset Management Inc 91,909 3.09 789 -3.78
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 38,117 2.84 345 -0.86
2025-08-05 13F NewSquare Capital LLC 6 0
2025-06-25 NP CCNR - ALPS | CoreCommodity Natural Resources ETF 38,749 14.27 351 10.38
2025-08-13 13F Invesco Ltd. 1,445,764 72.03 12,419 60.64
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 25,482 4.18 231 0.44
2025-08-19 13F Anchor Investment Management, LLC 1,170 1.47 10 0.00
2025-08-22 NP FEAC - Fidelity Enhanced U.S. All-Cap Equity ETF 294 27.27 3 0.00
2025-08-14 13F Oxford Asset Management Llp 41,955 182.15 360 164.71
2025-06-27 NP PYZ - Invesco DWA Basic Materials 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 58,776 39.28 533 34.34
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 2,979,341 6.49 24,252 -4.43
2025-08-13 13F Victory Capital Management Inc 278,386 45.92 2,391 36.24
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 30,032 4.40 258 -2.65
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 40 0
2025-08-04 13F Strs Ohio 50,200 7.73 431 0.70
2025-08-05 13F Simplex Trading, Llc Call 2,700 440.00 0
2025-07-15 13F Public Employees Retirement System Of Ohio 83,173 0.37 714 -6.30
2025-08-14 13F Mariner, LLC 24,385 9.01 209 1.95
2025-07-24 13F IFP Advisors, Inc 1,349 7,000.00 12
2025-08-28 NP AXVNX - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 3,406 12.30 29 7.41
2025-08-14 13F Brevan Howard Capital Management LP 90,477 41.75 777 32.37
2025-08-25 NP GARIX - Gotham Absolute Return Fund Institutional Class 18,754 73.06 161 62.63
2025-07-29 NP EBI - Longview Advantage ETF 8,286 67
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 15,818 5.77 136 -1.46
2025-08-26 NP FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF 5,244 8.84 45 2.27
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 7,969 13.68 68 6.25
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 7,858 4.38 68 -2.90
2025-08-08 13F Principal Financial Group Inc 485,803 15.67 4,173 8.00
2025-07-22 NP FSCC - Federated Hermes MDT Small Cap Core ETF 5,882 23.39 48 9.30
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
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 93,598 3.49 804 -3.37
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 73,959 107.98 635 94.19
2025-08-12 13F Proequities, Inc. 0 0
2025-08-27 NP VMNFX - Vanguard Market Neutral 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 131,903 9.81 1,133 2.53
2025-08-08 13F Larson Financial Group LLC 270 2,600.00 2
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 67,868 9.93 552 -1.25
2025-08-05 13F Bank Of Montreal /can/ 52,071 4.53 447 -2.40
2025-08-11 13F Lsv Asset Management 3,427,707 14.47 29 7.41
2025-07-29 13F Virginia Retirement Systems Et Al 58,400 80.80 502 68.69
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 119 2.59 1 0.00
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 11,401 7.64 103 4.04
2025-07-09 13F Massmutual Trust Co Fsb/adv 116 1
2025-07-29 NP GCAVX - GMO U.S. Small Cap Value Fund Class VI 3,789 31
2025-08-25 NP GENIX - Gotham Enhanced Return Fund Institutional Class 4,321 90.60 37 85.00
2025-08-21 NP SLX - VanEck Vectors Steel ETF 77,518 23.69 666 15.45
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 5,941 5.08 51 -1.92
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 49,321 34.33 447 29.65
2025-06-27 NP RSSL - Global X Russell 2000 ETF 50,862 6.55 461 2.68
2025-08-04 13F Hantz Financial Services, Inc. 1,425 0
2025-08-14 13F Horizon Investments, LLC 51,036 438
2025-08-26 NP GSCYX - SMALL CAP EQUITY FUND Institutional 85,348 9.49 733 2.23
2025-08-12 13F Segall Bryant & Hamill, Llc 76,269 655
2025-08-28 NP XME - SPDR(R) S&P(R) Metals & Mining 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 2,636,459 30.47 22,647 21.82
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 6,097 50
2025-08-12 13F Tocqueville Asset Management L.p. 10,384 89
2025-08-11 13F Covestor Ltd 1,392 13.82 0
2025-08-15 13F Great West Life Assurance Co /can/ 84,674 1.15 1
2025-08-14 13F Aquatic Capital Management LLC 50,067 430
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 62,544 2.79 537 -3.94
2025-08-28 NP IWC - iShares Micro-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 190,693 2.01 1,638 -4.71
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 356,238 5.91 3,060 -1.10
2025-08-26 NP NOSGX - Northern Small Cap Value Fund 77,692 667
2025-06-26 NP USCAX - Small Cap Stock Fund Shares 78,045 707
2025-08-14 13F Ameriprise Financial Inc 595,146 25.49 5,112 17.33
2025-07-17 13F CWA Asset Management Group, LLC 227,314 35.07 1,953 26.10
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 17,804 16.89 153 8.57
2025-08-13 13F Cresset Asset Management, LLC 195,284 1,841.58 1,677 1,722.83
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 20,624 2.59 187 -1.06
2025-08-13 13F Arizona State Retirement System 24,703 2.41 212 -4.07
2025-08-13 13F Hsbc Holdings Plc 49,633 126.25 424 112.00
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 199 1.02 2 0.00
2025-08-13 13F Jones Financial Companies Lllp 539 9.33 4 0.00
2025-07-16 13F State of Alaska, Department of Revenue 50,365 7.76 0
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 180,910 10.15 1,473 -1.14
2025-08-22 NP FESM - Fidelity Enhanced Small Cap ETF 758,239 18.09 6,513 10.26
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 844,600 1.60 7,652 -1.96
2025-08-12 13F Legal & General Group Plc 223,115 0.70 1,917 -5.99
2025-07-18 13F Dogwood Wealth Management LLC 492 4
2025-08-13 13F Schroder Investment Management Group 12,713 109
2025-08-25 NP SQLV - Legg Mason Small-Cap Quality Value ETF 11,154 24.10 96 18.75
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 7,778 20.91 67 11.86
2025-07-31 13F Nisa Investment Advisors, Llc 1,139 515.68 10 800.00
2025-08-11 13F Martingale Asset Management L P 21,772 187
2025-08-12 13F Brandywine Global Investment Management, LLC 364,161 18.63 3,128 10.76
2025-08-25 NP GONIX - Gotham Neutral Fund Institutional Class 3,557 58.16 31 50.00
2025-08-14 13F Tudor Investment Corp Et Al 166,571 1,431
2025-08-12 13F BlackRock, Inc. 16,058,071 9.07 137,939 1.84
2025-08-29 NP BSVO - EA Bridgeway Omni Small-Cap Value ETF 505,058 1.89 4,338 -4.87
2025-08-12 13F Public Sector Pension Investment Board 410,235 10.98 3,524 3.62
2025-08-14 13F Numerai GP LLC 674,019 90.01 5,790 77.41
2025-08-14 13F Peak6 Llc Put 8,000 69
2025-08-14 13F Peak6 Llc Call 11,800 101
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 4,437 7.96 38 2.70
2025-08-14 13F/A Skopos Labs, Inc. 1,429 1,686.25 12
2025-08-14 13F Peak6 Llc 412 4
2025-08-26 NP Profunds - Profund Vp Small-cap 194 2.65 2 0.00
2025-08-12 13F American Century Companies Inc 3,609,069 6.44 31,002 -0.62
2025-04-24 NP OASC - OneAscent Small Cap Core ETF 5,516 12.00 50 -18.03
2025-08-12 13F O'shaughnessy Asset Management, Llc 488,374 19.02 4,195 11.13
2025-08-07 13F Parkside Financial Bank & Trust 152 114.08 1
2025-08-05 13F Bank of New York Mellon Corp 999,645 0.51 8,587 -6.15
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 3,909 23.66 32 10.71
2025-07-14 13F Counterpoint Mutual Funds LLC 39,511 28.43 339 3.04
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