TOL / Toll Brothers, Inc. - Kepemilikan Institusional - Pembeli

Toll Brothers, Inc.
US ˙ NYSE ˙ US8894781033

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Toll Brothers, Inc. meliputi Jain Global LLC, BFGFX - Baron Focused Growth Fund, AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1, Kingdon Capital Management, L.l.c., Symphony Financial, Ltd. Co., VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I, Glenmede Investment Management, LP, Kettle Hill Capital Management, Llc, SFLO - VictoryShares Small Cap Free Cash Flow ETF, Riverview Capital Advisers, LLC, Nekton Capital Ltd., GoodHaven Capital Management, LLC, Mitchell Capital Management Co, GOODX - GoodHaven Fund, Baypointe Partners LLC, First Business Financial Services, Inc., Deltec Asset Management Llc, Brighton Jones Llc, Sivia Capital Partners, LLC, dan Game Creek Capital, LP .

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
(%)
2025-08-29 NP VNVAX - Vaughan Nelson Value Opportunity Fund Class A 27,390 171.59 3,126 193.80
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 9,028 880.24 1,030 961.86
2025-08-04 13F Integrity Alliance, Llc. 12,364 10.34 1,411 19.27
2025-08-14 13F Headlands Technologies LLC 33,366 56.82 3,808 69.55
2025-08-13 13F Natixis 981 112
2025-08-15 13F Morgan Stanley 1,127,490 4.43 128,681 12.88
2025-08-06 13F Hallmark Capital Management Inc 0 0
2025-08-07 13F Meeder Advisory Services, Inc. 2,461 17.53 281 26.70
2025-07-16 13F Old Port Advisors 2,165 4.54 247 13.30
2025-08-14 13F Ariadne Wealth Management, LP 2,297 306
2025-07-07 13F Versant Capital Management, Inc 143 16
2025-07-28 13F Deroy & Devereaux Private Investment Counsel Inc 205,292 36.94 23 53.33
2025-08-26 NP Profunds - Profund Vp Mid-cap Growth 908 8.22 104 17.05
2025-08-14 13F Winton Capital Group Ltd 7,500 856
2025-08-13 13F Parkworth Wealth Management, Inc. 8 60.00 1
2025-05-30 NP SIFAX - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 0 -100.00 0 -100.00
2025-06-27 NP SMRI - Bushido Capital US Equity ETF 77,672 22.99 7,835 -8.65
2025-08-29 NP EPS - WisdomTree U.S. LargeCap Fund N/A 4,195 15.76 479 25.13
2025-08-07 13F Parkside Financial Bank & Trust 183 11.59 21 17.65
2025-08-14 13F Kovitz Investment Group Partners, LLC 7,892 5.72 901 14.21
2025-08-13 13F State Board Of Administration Of Florida Retirement System 99,366 1.10 11,341 9.27
2025-08-11 13F Traub Capital Management LLC 100 11
2025-07-15 13F Td Private Client Wealth Llc 8 1
2025-06-26 NP Managed Account Series - BlackRock GA Dynamic Equity Fund Class K 36,327 0.31 3,664 -25.50
2025-06-30 NP SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF 2,915 294
2025-08-06 13F Penserra Capital Management LLC 5,178 20.67 1
2025-08-14 13F Spears Abacus Advisors LLC 301,750 515.29 34,439 565.08
2025-08-26 NP PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 566 6.39 65 14.29
2025-08-14 13F Vident Advisory, LLC 15,670 2.93 1,788 11.26
2025-08-13 13F Capital Fund Management S.a. 98,996 87.75 11,298 102.95
2025-06-24 NP SFLNX - Schwab Fundamental US Large 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 33,544 0.82 3,384 -25.12
2025-08-29 NP WTV - WisdomTree U.S. Quality Shareholder Yield Fund N/A 42,549 61.01 4,856 74.05
2025-08-05 13F American Capital Advisory, LLC 2 0
2025-08-13 13F Capital World Investors 3,424,462 5.35 390,834 13.87
2025-06-27 NP FIRST EAGLE FUNDS - First Eagle U.S. Smid Cap Opportunity Fund Class A 4,091 10.84 413 -17.76
2025-08-13 13F Natixis Advisors, L.p. 60,609 55.56 7 50.00
2025-07-29 13F Lyell Wealth Management, Lp 77,178 12.01 8,808 21.07
2025-08-14 13F Horizon Investments, LLC 15,395 90,458.82 1,753 175,200.00
2025-08-20 NP AQMIX - AQR Managed Futures Strategy Fund Class I 22,128 61.98 2,525 75.10
2025-07-17 13F HB Wealth Management, LLC 2,563 11.97 293 21.16
2025-08-27 NP CFJAX - Calvert US Large-Cap Value Responsible Index Fund Class A 18,223 11.47 2,080 20.45
2025-06-23 NP IYY - iShares Dow Jones U.S. 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 4,301 1.85 434 -24.43
2025-08-14 13F Lebenthal Global Advisors, LLC 4,973 3.13 568 11.39
2025-07-25 13F Sequoia Financial Advisors, LLC 4,602 123.83 525 141.94
2025-07-29 NP PBQAX - PGIM Jennison Blend Fund Class A 38,307 14.72 3,994 7.14
2025-08-29 NP SPXUX - WisdomTree 500 Digital Fund N/A 16 300.00 2
2025-08-20 NP QMNIX - AQR Equity Market Neutral Fund Class I 128,836 64.69 14,704 78.01
2025-08-14 13F Peak6 Llc Call 35,300 635.42 4,029 696.05
2025-08-13 13F F/M Investments LLC 30,496 1.71 3,481 9.92
2025-08-14 13F Dark Forest Capital Management Lp 51,577 1,257.29 5,886 1,367.83
2025-08-13 13F Walleye Trading LLC Call 39,700 51.53 4,531 63.77
2025-08-29 NP MFUS - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 512 8.94 58 18.37
2025-07-08 13F Nbc Securities, Inc. 236 448.84 0
2025-08-13 13F Walleye Trading LLC Put 31,200 76.27 3,561 90.58
2025-08-14 13F Tudor Investment Corp Et Al Call 41,800 4,771
2025-07-30 NP CCMG - CCM Global Equity ETF 8,460 0.31 882 -6.38
2025-08-08 13F Hartland & Co., LLC 3,200 849.55 365 942.86
2025-08-13 13F Walleye Trading LLC 2,760 315
2025-08-14 13F Tudor Investment Corp Et Al Put 21,600 596.77 2,465 653.82
2025-06-26 NP FBUF - Fidelity Dynamic Buffered Equity ETF 52 477.78 5 400.00
2025-07-21 13F Crews Bank & Trust 35 40.00 4 50.00
2025-07-22 13F HFM Investment Advisors, LLC 8 300.00 1
2025-08-14 13F/A Barclays Plc 508,973 74.99 58 93.33
2025-09-04 13F/A Advisor Group Holdings, Inc. 45,742 69.28 5,091 78.41
2025-08-14 13F Peak6 Llc Put 4,700 42.42 536 54.02
2025-08-26 NP PABAX - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 6,637 7.05 757 15.75
2025-08-26 NP DVAL - BrandywineGLOBAL-Dynamic US Large Cap Value ETF 4,617 21.05 527 30.85
2025-08-14 13F Mml Investors Services, Llc 34,051 10.32 4 0.00
2025-08-14 13F Hancock Whitney Corp 4,993 17.34 570 26.73
2025-08-14 13F EP Wealth Advisors, Inc. 1,882 215
2025-08-22 NP FEAC - Fidelity Enhanced U.S. All-Cap Equity ETF 43 5
2025-08-18 13F/A National Bank Of Canada /fi/ 101,274 176.31 11,565 198.84
2025-06-26 NP DVRAX - MFS Global Alternative Strategy Fund A 664 21.39 67 -10.81
2025-07-22 13F Bay Harbor Wealth Management, LLC 5 66.67 1
2025-08-14 13F Nomura Holdings Inc 2,221 253
2025-07-11 13F Pinnacle Bancorp, Inc. 100 11
2025-04-22 NP GSLC - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 101,471 63.44 11,328 10.47
2025-08-08 13F Creative Planning 14,905 12.27 1,701 21.41
2025-08-11 13F Independent Advisor Alliance 3,144 36.99 359 47.93
2025-07-28 13F RFG Advisory, LLC 2,494 0.89 285 8.81
2025-08-28 NP SMMD - iShares Russell 2500 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 22,984 3.50 2,623 11.90
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 11,078 270.50 1,264 301.27
2025-08-13 13F Rsm Us Wealth Management Llc 4,860 61.03 555 74.21
2025-08-14 13F Fmr Llc 2,889,975 17.85 329,833 27.39
2025-08-14 13F Graham Capital Management, L.P. 32,500 908.38 3,709 990.88
2025-08-07 13F Meeder Asset Management Inc 137 29.25 16 36.36
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 2,207 2.46 252 10.57
2025-07-24 13F Callan Family Office, LLC 6,819 110.40 778 127.49
2025-08-15 13F CI Private Wealth, LLC 6,644 758
2025-07-08 13F Hickory Point Bank & Trust 2,296 6.49 262 15.42
2025-08-06 13F Stone House Investment Management, LLC 11 1
2025-08-20 NP LEQAX - LoCorr Dynamic Equity Fund Class A 3,688 421
2025-07-24 13F Capital Advisors, Ltd. LLC 5 400.00 0
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 16,844 4.99 1,699 -21.99
2025-07-29 NP PTL - Inspire 500 ETF 2,344 18.03 244 10.41
2025-08-14 13F Kingdon Capital Management, L.l.c. 135,000 15,408
2025-08-22 NP BTAL - AGFiQ U.S. Market Neutral Anti-Beta Fund 0 -100.00 0 -100.00
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 1,533,912 0.06 175,065 8.15
2025-08-08 13F Tortoise Investment Management, LLC 53 6.00 6 20.00
2025-07-22 13F Belpointe Asset Management LLC 5,194 10.14 593 19.11
2025-08-27 NP TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 7,462 1.08 852 9.24
2025-06-27 NP PRF - Invesco FTSE RAFI US 1000 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 26,521 5.03 2,675 -21.99
2025-06-27 NP SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 5,224 5.22 527 -21.96
2025-08-14 13F Two Sigma Securities, Llc 10,582 323.62 1,208 358.94
2025-08-12 13F XTX Topco Ltd 30,821 3,518
2025-08-08 13F Massachusetts Financial Services Co /ma/ 2,011,618 4.04 229,586 12.45
2025-08-25 NP MVCAX - MFS Mid Cap Value Fund A 1,376,223 3.80 157,068 12.20
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - Global Growth 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 167,692 19,139
2025-07-24 13F Us Bancorp \de\ 6,022 10.78 687 19.69
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 5,262 5.77 601 14.29
2025-07-29 NP PJFV - PGIM Jennison Focused Value ETF 4,532 70.50 472 59.46
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility 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 1,135 58.08 130 72.00
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 4,327 4.87 451 -1.96
2025-03-31 NP FCPI - Fidelity Stocks for Inflation 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 4,388 8.03 596 0.17
2025-08-05 13F NewSquare Capital LLC 152 2,433.33 17
2025-07-07 13F OMNI 360 Wealth, Inc. 2,992 341
2025-08-26 13F/A Thrivent Financial For Lutherans 47,024 83.32 5 150.00
2025-08-07 13F ProShare Advisors LLC 4,408 3.64 503 12.03
2025-08-15 13F Sender Co & Partners, Inc. 5,200 593
2025-08-14 13F Susquehanna International Group, Llp Call 264,700 59.46 30,210 72.36
2025-08-25 13F/A Neuberger Berman Group LLC 42,983 33.96 4,906 44.78
2025-08-11 13F Principal Securities, Inc. 545 0.74 62 -8.82
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 15,839 3.94 1,651 -2.94
2025-06-27 NP VEGN - US Vegan Climate ETF 481 4.34 49 -22.58
2025-07-21 13F Hilltop National Bank 8,170 9.83 932 -0.43
2025-08-14 13F Jain Global LLC 273,756 31,244
2025-08-14 13F Man Group plc 141,622 554.14 16,163 607.04
2025-07-24 13F Costello Asset Management, INC 1,750 200
2025-08-14 13F Susquehanna International Group, Llp 167,336 159.07 19,098 180.03
2025-07-24 NP FDGRX - Fidelity Growth Company 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 204,582 301.49 21,328 153.41
2025-08-01 13F Bessemer Group Inc 1,588 347.32 0
2025-08-12 13F LPL Financial LLC 85,879 20.68 9,801 30.44
2025-08-11 13F TD Waterhouse Canada Inc. 14,254 1.01 1,683 13.18
2025-08-06 13F AE Wealth Management LLC 2,714 0.37 310 8.42
2025-05-29 NP VICTORY VARIABLE INSURANCE FUNDS - Victory RS Large Cap Alpha VIP Series Class I 92,220 9,738
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 3,600 411
2025-06-26 NP FEQHX - Fidelity Hedged Equity Fund 2,418 17.61 244 -12.90
2025-08-26 NP Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 4,846 107.36 553 124.80
2025-05-29 NP VFLO - VictoryShares Free Cash Flow ETF 581,377 149.72 61,388 109.35
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 37,512 3.99 4,281 12.42
2025-08-19 13F Anchor Investment Management, LLC 45 5
2025-07-31 13F Ground Swell Capital, LLC 2,401 274
2025-08-14 13F Prelude Capital Management, Llc 2,399 17.43 274 26.98
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 47,522 0.28 5,424 8.39
2025-08-18 13F/A Kestra Investment Management, LLC 20 2
2025-08-13 13F Quadrant Capital Group Llc 5,774 51.91 659 64.09
2025-08-22 NP CVMC - Calvert US Mid-Cap Core Responsible Index ETF 785 0.90 90 8.54
2025-08-14 13F Bridgefront Capital, LLC 7,590 866
2025-08-26 NP PACAX - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 1,254 4.94 143 13.49
2025-08-25 NP MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class 2,242 5.56 256 13.84
2025-08-27 NP BRIFX - Baron Real Estate Income Fund 32,315 69.02 3,688 24.89
2025-07-28 NP AVMV - Avantis U.S. Mid Cap Value ETF 8,450 34.49 881 25.53
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 25,548 6.99 2,916 15.63
2025-07-14 13F GAMMA Investing LLC 1,946 50.27 222 63.24
2025-08-04 13F Atria Investments Llc 2,909 332
2025-07-28 NP MSLC - Morgan Stanley Pathway Large Cap Equity ETF 3,604 11.03 376 3.59
2025-08-18 13F Wolverine Trading, Llc Put 91,000 35.82 10,401 47.74
2025-08-28 NP SMSAX - SIMT Multi-Strategy Alternative Fund Class F 4,791 547
2025-08-01 13F Jennison Associates Llc 713,818 11.19 81,468 20.18
2025-08-20 NP QMFNX - AQR MS Fusion Fund Class N 407 46
2025-08-20 NP QHFRX - AQR MS Fusion HV Fund Class R6 451 51
2025-07-28 13F Morningstar Investment Management LLC 2,038 0
2025-07-16 13F Ruffer LLP 58,679 47.55 6,697 59.49
2025-06-26 NP IMCG - iShares Morningstar Mid-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 18,647 1.62 1,881 -24.56
2025-07-17 13F Consolidated Capital Management, Llc 32,874 3.54 3,752 11.90
2025-08-15 13F Kestra Advisory Services, LLC 13,220 8.16 1,509 16.90
2025-06-25 NP RECS - Columbia Research Enhanced Core ETF 9,699 45.28 978 7.95
2025-08-12 13F Jaffetilchin Investment Partners, LLC 6,774 0.21 773 8.42
2025-07-25 NP SCHM - Schwab U.S. Mid-Cap 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 264,844 1.57 27,610 -5.15
2025-07-22 13F Jamison Private Wealth Management, Inc. 5,338 19.07 609 28.75
2025-08-18 13F Wolverine Trading, Llc Call 94,800 40.44 10,836 52.78
2025-06-26 NP MSTVX - Morningstar Alternatives Fund 431 157.49
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 32 3
2025-08-27 NP PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I 210,537 64.82 24,029 78.14
2025-08-08 13F Larson Financial Group LLC 303 3.41 35 13.33
2025-07-15 13F Ballentine Partners, LLC 2,256 13.42 257 22.38
2025-08-14 13F Brevan Howard Capital Management LP 11,158 1,273
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 3,333 10.47 347 3.27
2025-07-23 13F Allegiance Financial Group Advisory Services LLC 2,160 247
2025-06-30 NP BUL - Pacer US Cash Cows Growth ETF 9,118 4.56 920 -22.38
2025-07-30 13F DekaBank Deutsche Girozentrale 8,591 15.21 1
2025-07-16 13F Paragon Capital Management Ltd 1,949 222
2025-08-13 13F Van Hulzen Asset Management, LLC 8,700 8.75 993 17.54
2025-03-28 NP PKB - Invesco Dynamic Building & Construction 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 76,748 9.29 10,423 1.36
2025-08-14 13F Quarry LP 471 54
2025-08-14 13F Cinctive Capital Management LP 18,548 2,117
2025-08-14 13F Wells Fargo & Company/mn 284,143 0.28 32,429 8.39
2025-08-22 NP DFVE - DoubleLine Fortune 500 Equal Weight ETF 324 16.97 37 24.14
2025-07-25 13F Oregon Public Employees Retirement Fund 20,347 0.36 2,322 8.50
2025-08-14 13F Mercer Global Advisors Inc /adv 36,756 27.03 4,195 37.28
2025-08-13 13F Mount Yale Investment Advisors, LLC 136 16
2025-04-29 NP SEIAX - SIIT Multi-Asset Real Return Fund - Class A 0 -100.00 0 -100.00
2025-08-14 13F Summit Trail Advisors, Llc 4,827 551
2025-05-23 NP NXTV - Simplify Next Intangible Value Index ETF 18 5.88 2 -50.00
2025-07-23 13F Shariaportfolio, Inc. 27,479 39.47 3,136 50.77
2025-06-26 NP IMCB - iShares Morningstar Mid-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 9,646 1.52 973 -24.65
2025-07-28 NP AVMC - Avantis U.S. Mid Cap Equity ETF 3,729 15.48 389 7.78
2025-04-29 NP SMIZ - Zacks Small/Mid Cap ETF 6,499 35.88 726 -8.23
2025-08-22 NP FIMVX - Fidelity Mid 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 15,962 41.91 1,822 53.41
2025-08-12 13F SlateStone Wealth, LLC 41,598 10.66 5 33.33
2025-08-14 13F Qube Research & Technologies Ltd Call 53,600 123.33 6,117 141.40
2025-08-14 13F Qube Research & Technologies Ltd Put 75,400 72.54 8,605 86.50
2025-08-14 13F Atom Investors LP 7,731 882
2025-08-14 13F Janus Henderson Group Plc 415,734 48.28 47,457 61.07
2025-08-14 13F Hrt Financial Lp 130,346 15
2025-07-11 13F/A Umb Bank N A/mo 1,101 15.89 126 25.00
2025-07-30 13F First Citizens Bank & Trust Co 9,875 267.65 1,127 298.23
2025-08-14 13F Perbak Capital Partners LLP 7,384 277.12 843 308.74
2025-07-25 13F Hemington Wealth Management 241 12.62 0
2025-06-25 NP FNX - First Trust Mid Cap Core AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 38,168 3,850
2025-08-12 13F Dimensional Fund Advisors Lp 2,861,028 32.50 326,536 43.23
2025-08-13 13F Brown Advisory Inc 4,212 4.62 481 12.94
2025-07-14 13F Park Avenue Securities Llc 2,273 0
2025-08-11 13F Private Advisor Group, LLC 45,015 3.38 5,138 11.75
2025-07-22 13F IMC-Chicago, LLC Put 183,200 23.87 20,909 33.89
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 2,162 54.21 247 66.22
2025-07-22 13F IMC-Chicago, LLC Call 220,500 52.07 25,166 64.37
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 115,478 2.50 13,180 10.79
2025-07-25 13F waypoint wealth counsel 2,503 286
2025-08-13 13F Walleye Capital LLC Put 19,200 156.00 2,191 176.99
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1 64 4.92 6 -25.00
2025-08-12 13F Country Trust Bank 70 8
2025-08-13 13F Walleye Capital LLC Call 14,900 204.08 1,701 228.82
2025-07-11 13F/A Livforsakringsbolaget Skandia, Omsesidigt 30,600 21.43 3,492 31.28
2025-08-13 13F Walleye Capital LLC 463,234 90.92 52,869 106.36
2025-08-14 13F Point72 Asset Management, L.P. Call 16,400 1,872
2025-04-22 NP GSEW - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 17,930 36.77 2,002 -7.58
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4 408 47
2025-08-26 NP RBCGX - Reynolds Blue Chip Growth Fund 850 97
2025-08-14 13F Citadel Advisors Llc Call 214,900 14.37 24,527 23.62
2025-08-14 13F Algert Global Llc 59,758 7
2025-06-25 NP REVS - Columbia Research Enhanced Value ETF 790 10.64 80 -17.71
2025-08-14 13F Game Creek Capital, LP 6,000 685
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 457,996 11.97 47,746 4.56
2025-08-14 13F Group One Trading, L.p. Put 22,500 13.07 2,568 22.18
2025-08-14 13F Group One Trading, L.p. Call 33,700 306.02 3,846 339.04
2025-07-28 NP EQAL - Invesco Russell 1000 Equal Weight 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 3,209 25.74 335 17.61
2025-08-26 NP IRMAX - Voya RussellTM Mid Cap Index Portfolio Class ADV 8,080 1.35 922 9.63
2025-07-25 13F We Are One Seven, LLC 2,634 19.19 301 28.76
2025-07-29 NP SMIPX - Mid Capitalization Portfolio - Class I 965 83.81 101 72.41
2025-08-12 13F Steward Partners Investment Advisory, Llc 11,341 1.38 1,294 9.57
2025-08-14 13F UBS Group AG Put 20,000 300.00 2,283 333.02
2025-06-27 NP PASIX - PACE Alternative Strategies Investments Class A 4,468 5,283.13 451 3,990.91
2025-07-21 13F Quent Capital, LLC 1,863 9.46 213 18.44
2025-06-26 NP IEDI - iShares Evolved U.S. Discretionary Spending 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 361 8.41 36 -20.00
2025-03-27 NP Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF 11,069 9.31 1,503 1.42
2025-08-14 13F Bank Of America Corp /de/ Put 50,000 5,706
2025-08-14 13F Gen-Wealth Partners Inc 15 2
2025-08-14 13F Globeflex Capital L P 158,651 3.07 18,107 11.41
2025-07-30 13F Drive Wealth Management, Llc 4,443 3.01 507 11.43
2025-08-14 13F Bamco Inc /ny/ 1,134,680 116.89 129,501 134.43
2025-07-29 NP SFYX - SoFi Next 500 ETF 478 1.49 50 -5.77
2025-08-13 13F California Public Employees Retirement System 173,567 2.25 19,809 10.52
2025-07-22 NP GUSA - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 3,432 0.18 358 -6.54
2025-06-26 NP FYEE - Fidelity Yield Enhanced Equity ETF 59 742.86 6
2025-08-14 13F Rafferty Asset Management, LLC 82,433 13.22 9,408 22.39
2025-07-28 NP NBCR - Neuberger Berman Core Equity ETF 1,221 1.75 127 -4.51
2025-08-13 13F Edgestream Partners, L.P. 49,668 1,061.28 5,669 1,156.76
2025-07-28 NP AVUQ - Avantis U.S. Quality ETF 822 86
2025-08-27 NP Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 155,074 1.04 17,699 9.21
2025-08-14 13F Hook Mill Capital Partners, LP 118,882 35.55 13,568 46.52
2025-08-27 NP SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 1,139 5.86 130 14.16
2025-08-14 13F Lombard Odier Asset Management (USA) Corp 3,758 429
2025-08-11 13F Cornerstone Planning Group LLC 212 4.95 27 36.84
2025-08-12 13F Charles Schwab Investment Management Inc 698,778 1.34 79,752 9.54
2025-08-13 13F ExodusPoint Capital Management, LP 3,935 0
2025-05-30 NP FLDZ - RiverNorth Patriot ETF 139 25.23 15 7.69
2025-07-29 13F Activest Wealth Management 0 0
2025-07-08 13F Parallel Advisors, LLC 1,046 12.96 119 22.68
2025-07-31 13F/A Avion Wealth 35 2.94 0
2025-08-06 13F Fox Run Management, L.l.c. 5,042 575
2025-08-07 13F Fidelis Capital Partners, LLC 2,502 4.47 315 31.38
2025-07-15 13F Fortitude Family Office, LLC 70 37.25 8 40.00
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 3,180,704 1.01 363,014 9.18
2025-07-11 13F Farther Finance Advisors, LLC 1,485 6.45 169 15.75
2025-08-12 13F SRS Capital Advisors, Inc. 517 8,516.67 59
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 50,505 1.48 5,764 9.71
2025-04-10 13F Bremer Bank National Association 31,008 7.06 3,274 -10.23
2025-08-06 13F Outfitter Financial LLC 12,210 0.33 1,394 8.40
2025-07-11 13F Kaufman Rossin Wealth, LLC 3,773 431
2025-08-26 NP GFSYX - Strategic Alternatives Fund Institutional 55 7.84
2025-07-29 NP JDVRX - PGIM JENNISON VALUE FUND Class R 71,946 59.12 7,500 48.60
2025-08-14 13F Sherbrooke Park Advisers Llc 1,767 202
2025-07-11 13F Wedge Capital Management L L P/nc 46,500 16.76 5,307 26.21
2025-08-14 13F SummitTX Capital, L.P. 176,710 25.48 20,168 35.63
2025-07-17 13F Global Trust Asset Management, LLC 747 2.75 85 11.84
2025-08-13 13F Advent Capital Management /de/ 25,000 2,853
2025-08-01 13F Envestnet Asset Management Inc 51,934 4.84 5,927 13.33
2025-04-03 13F First Hawaiian Bank 4,524 139.75 478 101.27
2025-08-12 13F Brandywine Global Investment Management, LLC 171,376 12.12 19,559 21.19
2025-08-14 13F Two Sigma Advisers, Lp 26,300 696.97 3,002 762.36
2025-08-12 13F Integrated Advisors Network LLC 2,169 248
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 1,635 0.93 187 8.77
2025-07-10 13F NorthCrest Asset Manangement, LLC 26,100 10.24 3,074 23.01
2025-07-31 13F Buckingham Strategic Partners 12,524 315.39 1,429 349.37
2025-08-12 13F Nuveen, LLC 747,028 224.55 85,258 250.80
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 6,153 11.77 702 20.83
2025-07-22 13F Old National Bancorp /in/ 30,879 3,524
2025-07-09 13F Massmutual Trust Co Fsb/adv 324 128.17 37 157.14
2025-03-25 NP FTA - First Trust Large Cap Value AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 82,715 16.56 11,234 8.10
2025-08-28 NP QCSTRX - Stock Account Class R1 326,168 679.39 37,226 742.58
2025-08-27 NP Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 25,908 14.36 2,957 23.58
2025-07-25 NP AFLG - First Trust Active Factor Large 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 3,044 14.74 317 7.09
2025-06-25 NP IMCV - iShares Morningstar Mid-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 7,922 1.94 799 -24.27
2025-08-08 13F Kingsview Wealth Management, LLC 85,851 2.36 9,798 10.65
2025-06-26 NP FSWCX - Fidelity SAI U.S. 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 73,400 20.39 7,404 -10.59
2025-08-14 13F Nekton Capital Ltd. 19,323 2,205
2025-08-22 NP FELC - Fidelity Enhanced Large Cap Core ETF 5,042 575
2025-08-06 13F First Horizon Advisors, Inc. 25 66.67 3 100.00
2025-08-13 13F Norges Bank 1,356,189 154,782
2025-08-26 NP Nuveen S&p 500 Buywrite Income Fund This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 16,014 27.32 1,828 37.58
2025-08-14 13F GWM Advisors LLC 6,203 5.80 708 14.22
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 5,824 607
2025-08-04 13F Retirement Systems of Alabama 233,633 2.89 26,665 11.21
2025-08-07 13F Evoke Wealth, Llc 2,629 300
2025-08-20 NP QCFIX - AQR CVX Fusion Fund Class I 43 5
2025-07-09 13F Gateway Investment Advisers Llc 126,658 2.79 14,455 11.10
2025-07-24 NP ESML - iShares ESG MSCI 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 30,998 0.73 3,232 -5.94
2025-08-14 13F Voloridge Investment Management, Llc 606,089 27.01 69,173 37.28
2025-08-07 13F Proficio Capital Partners LLC 6,289 718
2025-07-29 NP MDPL - Monarch Dividend Plus Index ETF 17,552 5.53 1,830 -1.45
2025-07-25 NP GOODX - GoodHaven Fund 15,000 1,564
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 3,387 8.28 386 17.33
2025-07-07 13F Delphi Management Inc /ma/ 10,291 8.04 1 0.00
2025-08-12 13F Prudential Financial Inc 10,824 19.25 1,235 28.91
2025-07-28 NP AVLC - Avantis U.S. Large Cap Equity ETF 3,051 8.23 318 1.27
2025-07-08 13F Northstar Advisory Group, LLC 8,741 998
2025-08-27 NP BREFX - Baron Real Estate Fund 802,800 55.90 91,624 68.51
2025-08-06 13F Moors & Cabot, Inc. 2,449 280
2025-07-25 13F Sovereign Financial Group, Inc. 3,763 35.85 429 46.92
2025-08-27 13F/A Brinker Capital Investments, LLC 7,498 134.02 856 152.96
2025-05-05 13F Lindbrook Capital, Llc 1,373 31.51 145 9.92
2025-07-31 13F Oppenheimer & Co Inc 29,983 0.28 3,422 8.40
2025-08-15 13F Captrust Financial Advisors 21,287 232.45 2,429 259.32
2025-08-15 13F Great West Life Assurance Co /can/ 221,108 135.28 25 177.78
2025-08-29 NP JAMVX - Janus Henderson Mid Cap Value Portfolio Service Shares 11,956 82.84 1,365 97.68
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 2,749 314
2025-08-28 NP WAGNX - Pabrai Wagons Fund Retail Class 25,600 19.63 2,922 29.31
2025-05-14 13F Erste Asset Management GmbH 0 0
2025-08-14 13F Holocene Advisors, LP 1,249,722 150.71 142,631 170.99
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 12,000 3.45 1,210 -23.17
2025-07-17 13F Raleigh Capital Management Inc. 4 0
2025-07-31 13F First Business Financial Services, Inc. 14,015 1,600
2025-08-14 13F Murphy & Mullick Capital Management Corp 120 9.09 14 18.18
2025-08-26 NP IWB - iShares Russell 1000 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 71,545 0.65 8,165 8.79
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 338,641 57.65 38,649 70.41
2025-05-30 NP TQMVX - T. Rowe Price QM U.S. Value 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 3,287 45.38 347 22.18
2025-08-28 NP SFLO - VictoryShares Small Cap Free Cash Flow ETF 29,410 3,357
2025-08-12 13F Pacer Advisors, Inc. 10,278 9.78 1,173 18.72
2025-08-14 13F Quantinno Capital Management LP 54,705 15.82 6,244 25.19
2025-08-12 13F Dynamic Technology Lab Private Ltd 12,810 1,462
2025-05-12 13F Ccm Investment Group, Llc 8,460 15.10 889 -4.10
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 16,235 0.01 1,853 8.05
2025-08-06 13F Ing Groep Nv 48,900 5,581
2025-07-28 NP IUS - Invesco RAFI(TM) Strategic US 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 2,851 0.64 297 -6.01
2025-08-12 13F O'shaughnessy Asset Management, Llc 36,887 3.45 4,210 11.79
2025-08-14 13F State Of Wisconsin Investment Board 114,237 15.41 13,038 24.74
2025-08-04 13F Great Lakes Retirement, Inc. 12,585 9.57 1,436 18.48
2025-08-14 NP FLCGX - QUANTEX FUND Retail Class 137 29.25 16 36.36
2025-07-11 13F Assenagon Asset Management S.A. 24,271 10.45 2,770 19.40
2025-06-27 NP XMVM - Invesco S&P MidCap Value with 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 21,287 0.30 2,147 -25.50
2025-08-06 13F Savant Capital, LLC 46,981 53.07 5,362 65.46
2025-08-08 13F SBI Securities Co., Ltd. 875 201.72 100 230.00
2025-05-15 13F/A Orion Portfolio Solutions, LLC 3,204 12.30 338 -5.85
2025-07-30 13F Parcion Private Wealth LLC 2,095 239
2025-08-08 13F Opinicus Capital, Inc. 17,457 9.13 1,992 18.01
2025-05-15 13F Texas Permanent School Fund 113,593 11,458
2025-08-18 13F Old North State Trust, LLC 6,580 26.88 1
2025-08-28 NP IWR - iShares Russell Mid-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 344,293 2.52 39,294 10.81
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 341,708 12.13 40,250 25.08
2025-08-14 13F Schonfeld Strategic Advisors LLC 266,970 303.53 30,469 336.21
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 19,500 148.06 2,226 168.07
2025-08-14 13F Glenmede Investment Management, LP 55,714 6,359
2025-07-09 13F Lifestyle Asset Management, Inc. 9,843 12.56 1,123 21.67
2025-08-11 13F Western Wealth Management, LLC 2,654 19.50 303 29.06
2025-08-13 13F Capital Fund Management S.a. Call 156,400 12.68 17,850 21.79
2025-08-13 13F Capital Fund Management S.a. Put 239,500 65.40 27,334 78.78
2025-06-26 NP PQCCX - PGIM QMA Mid-Cap Core Equity Fund Class R6 446 12.63 45 -16.98
2025-08-14 13F Aquatic Capital Management LLC 42,816 4,887
2025-08-05 13F GPS Wealth Strategies Group, LLC 1 0
2025-06-30 NP NSFGX - Natixis Sustainable Future 2035 Fund Class N 153 6.99 15 -21.05
2025-08-11 13F Trajan Wealth LLC 2,454 6.84 280 15.70
2025-07-14 13F Caitlin John, LLC 3,103 354
2025-08-01 13F SYM FINANCIAL Corp 3,896 445
2025-08-07 13F Vise Technologies, Inc. 3,365 89.79 384 72.20
2025-08-15 13F/A Rakuten Securities, Inc. 144 414.29 16 700.00
2025-07-25 13F JustInvest LLC 19,291 31.37 2,202 42.00
2025-03-26 NP Dfa Investment Trust Co - The U.s. Large Cap Value Series 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 295,315 2.15 40,107 -5.26
2025-06-26 NP FSMDX - Fidelity Mid 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 340,588 7.40 34,355 -20.23
2025-08-14 13F McIlrath & Eck, LLC 90 10
2025-07-10 13F Strathmore Capital Advisors, Inc. 3,000 364
2025-08-04 13F Hantz Financial Services, Inc. 1,293 1,320.88 0
2025-08-14 13F D1 Capital Partners L.P. 1,603,881 132.45 183,051 151.25
2025-07-08 13F Greenhaven Associates Inc 5,601,916 0.71 639,347 8.85
2025-06-30 NP NSFHX - Natixis Sustainable Future 2040 Fund Class N 242 4.76 24 -22.58
2025-08-14 13F Aqr Capital Management Llc 2,607,993 83.06 297,650 103.07
2025-08-12 13F Coldstream Capital Management Inc 8,899 1.99 1,016 10.21
2025-08-04 13F Assetmark, Inc 186,446 1.30 21,279 9.49
2025-08-07 13F Addison Advisors LLC 23 3
2025-08-14 13F Stamos Capital Partners, L.p. 42,293 51.15 4,827 63.37
2025-07-25 NP PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 111 24.72 12 22.22
2025-08-01 13F Transcend Wealth Collective, Llc 6,425 42.21 733 53.67
2025-05-28 NP JAVA - JPMorgan Active Value ETF 28,566 3,016
2025-08-11 13F Bell Investment Advisors, Inc 34 100.00 4 200.00
2025-08-06 13F First Eagle Investment Management, LLC 4,177 13.54 477 22.68
2025-06-26 NP PDAVX - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 1,155 159.55 117 93.33
2025-07-17 13F Greenleaf Trust 1,853 211
2025-08-26 NP PENN SERIES FUNDS INC - Mid Cap Value Fund 8,885 72.49 1,014 86.74
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 68,441 8.43 6,904 -19.47
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 26,135 11.51 2,636 -17.16
2025-07-24 NP FGKFX - Fidelity Growth Company 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 71,493 503.11 7,453 280.84
2025-06-26 NP UVALX - Value Fund Shares 72,800 63.29 7,343 162.72
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 434 4.08 44 -23.21
2025-07-25 13F Cwm, Llc 59,232 269.12 7 500.00
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 1,285 0.16 147 8.15
2025-08-26 NP FTKI - First Trust Small Cap BuyWrite Income ETF 16 2
2025-08-29 NP JMIVX - Janus Henderson Mid Cap Value Fund Class L 204,612 74.19 23,352 88.28
2025-08-04 13F BLB&B Advisors, LLC 35,383 2.49 4,038 10.78
2025-07-22 13F Eads & Heald Wealth Management 1,976 0
2025-08-04 13F Capital Performance Advisors Llp 2,886 329
2025-08-14 13F Investment House Llc 23,256 34.30 2,654 45.19
2025-08-19 13F Advisory Services Network, LLC 29,676 4.21 3,512 16.83
2025-08-14 13F Beaird Harris Wealth Management, LLC 5 1
2025-08-22 NP CDEI - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 125 14
2025-07-18 13F Generali Investments CEE, investicni spolecnost, a.s. 10,000 23.46 1,141 33.45
2025-08-14 13F Cubist Systematic Strategies, LLC Put 49,600 439.13 5,661 482.90
2025-08-27 NP BFGFX - Baron Focused Growth Fund 270,000 30,815
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 26,056 10.29 2,628 -18.08
2025-08-08 13F/A Sterling Capital Management LLC 6,585 19.08 752 28.82
2025-08-27 NP PGOAX - PGIM JENNISON SMALL COMPANY FUND Class A 169,928 2.40 19,394 10.68
2025-04-23 13F Golden State Wealth Management, LLC 103 11
2025-07-31 13F Brighton Jones Llc 8,236 940
2025-08-05 13F Simplex Trading, Llc Put 98,500 259.49 11 450.00
2025-08-05 13F Simplex Trading, Llc Call 47,200 31.48 5 66.67
2025-07-10 13F Atticus Wealth Management, Llc 1,366 156
2025-08-07 13F 1620 Investment Advisors, Inc. 481 3.22 55 10.20
2025-07-31 13F Whipplewood Advisors, LLC 41 583.33 5 0.00
2025-08-28 NP BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL 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 5,943 678
2025-08-13 13F Fairtree Asset Management (Pty) Ltd 11,440 114.71 1,306 132.21
2025-08-13 13F Cerity Partners LLC 77,775 102.62 8,876 119.00
2025-08-26 NP PAEAX - Putnam Dynamic Asset Allocation Growth Fund Class A shares 8,195 6.64 935 15.29
2025-08-26 NP FTHI - First Trust BuyWrite Income 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 18,981 6.36 2,166 14.97
2025-08-20 NP QLFIX - AQR LSE Fusion Fund Class I 262 30
2025-08-29 NP STXM - Strive Mid-Cap ETF 486 7.76 55 17.02
2025-07-29 NP VRNIX - Vanguard Russell 1000 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 15,507 4.86 1,617 -2.06
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 21,246 564.15 2,143 393.78
2025-08-29 NP JVSAX - Janus Henderson Small-Mid Cap Value Fund Class A 15,035 88.38 1,716 103.68
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 143,449 7.87 14,955 0.73
2025-08-01 13F Rossby Financial, LCC 2,846 2.78 325 16.97
2025-06-24 NP JMOM - JPMorgan U.S. Momentum Factor ETF 23,117 1.69 2,332 -24.49
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 2,958 1.96 308 -4.64
2025-08-12 13F GDS Wealth Management 79,457 35.12 9,068 46.05
2025-07-21 13F Cromwell Holdings LLC 16 166.67 2
2025-08-27 NP PJIAX - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A 84,034 44.70 9,591 56.39
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 536,961 502.70 54,163 315.17
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 161 21
2025-08-14 13F Bnp Paribas Arbitrage, Sa Call 250 2,853
2025-08-26 NP XJH - iShares ESG Screened S&P Mid-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 10,719 2.23 1,223 10.48
2025-08-15 13F Tower Research Capital LLC (TRC) 8,270 173.30 944 195.61
2025-08-07 13F Hughes Financial Services, LLC 50 11.11 6 50.00
2025-08-14 13F Gotham Asset Management, LLC 10,494 1,198
2025-06-26 NP PBAIX - Blackrock Tactical Opportunities 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 35,550 389.60 3,586 263.59
2025-08-14 13F Sei Investments Co 38,556 94.16 4,400 109.92
2025-07-09 13F Sivia Capital Partners, LLC 6,180 705
2025-08-13 13F PineBridge Investments, L.P. 47,082 383.79 5,373 423.17
2025-07-25 NP SCHV - Schwab U.S. Large-Cap Value 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 50,407 0.18 5,255 -6.46
2025-07-21 13F Ameritas Advisory Services, LLC 1,050 120
2025-08-14 13F Woodline Partners LP 195,566 21.64 22,320 31.48
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 951 0
2025-07-24 NP FCGSX - Fidelity Series Growth Company 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 63,200 652.38 6,589 603.09
2025-06-26 NP FIOOX - Fidelity Series Large 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 33,764 1.48 3,406 -24.63
2025-08-04 13F Quaker Wealth Management, LLC 2 0
2025-08-13 13F Riverview Capital Advisers, LLC 24,404 2,785
2025-08-28 NP BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 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 1,382 37.10 158 48.11
2025-08-14 13F Redwood Investment Management, Llc 12,203 1
2025-08-25 NP MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class 44,660 7.38 5,097 16.08
2025-06-23 NP PPSFX - LargeCap Value Fund III R-3 2,420 9.75 244 -18.39
2025-07-29 NP IVOO - Vanguard S&P Mid-Cap 400 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 148,589 4.78 15,490 -2.15
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 752 5.17 76 -22.68
2025-08-13 13F Aristides Capital LLC 2,330 266
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 385,180 59,710.56 38,853 44,558.62
2025-08-14 13F Brightline Capital Management, Llc 160,000 18,261
2025-07-31 13F CVA Family Office, LLC 130 4.00 15 7.69
2025-03-28 NP XMMO - Invesco S&P MidCap 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 657,613 73.45 89,310 60.86
2025-07-22 13F Valley National Advisers Inc 100 0
2025-08-14 13F Two Sigma Investments, Lp 38,045 4,342
2025-08-14 13F Toroso Investments, LLC 4,783 6.08 546 14.50
2025-08-08 13F Oak Thistle LLC 2,868 327
2025-08-14 13F ISAM Funds (UK) Ltd 17,016 697.75 1,942 763.11
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 31,750 178.24 4 200.00
2025-08-13 13F Bare Financial Services, Inc 8 60.00 1
2025-08-18 13F Castleark Management Llc 27,430 79.40 3,131 93.93
2025-07-22 NP DSHFX - Destinations Shelter Fund Class I 2,377 48.19 248 37.99
2025-08-20 NP WVMIX - William Blair Mid Cap Value Fund Class I 284 4.41 32 14.29
2025-07-25 13F Fifth Third Wealth Advisors LLC 3,653 0.22 417 8.33
2025-08-13 13F Northern Trust Corp 914,429 1.88 104,364 10.11
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Proequities, Inc. 0 0
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 41,667 15.85 4,755 25.23
2025-07-25 NP SCHX - Schwab U.S. Large-Cap 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 100,530 2.52 10,480 -4.26
2025-08-14 13F Basswood Capital Management, L.l.c. 295,469 3.02 33,722 11.35
2025-08-14 13F Goldman Sachs Group Inc 1,256,028 15.11 143,350 24.42
2025-07-31 13F Quest Partners LLC 7,244 3,077.19 827 3,341.67
2025-07-30 13F FNY Investment Advisers, LLC 565 0
2025-08-14 13F Mariner, LLC 38,583 45.65 4,404 57.42
2025-08-06 13F Atlantic Union Bankshares Corp 100 11
2025-06-27 NP SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 1,164 37.10 117 1.74
2025-08-14 13F Interval Partners, LP 85,927 9,807
2025-06-25 NP SDVD - FT Vest SMID Rising Dividend Achievers Target Income ETF 27,243 4.60 2,748 -22.31
2025-06-23 NP MDPIX - Mid-cap Profund Investor Class 366 22.00 37 -10.00
2025-07-29 NP VRVIX - Vanguard Russell 1000 Value 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 53,498 7.92 5,577 0.78
2025-08-04 13F Pinnacle Associates Ltd 5,040 575
2025-06-23 NP MGPIX - Mid-cap Growth Profund Investor Class 354 45.68 36 6.06
2025-08-07 13F Allworth Financial LP 1,463 1,242.20 167 1,418.18
2025-04-01 NP VAMO - Cambria Value and Momentum ETF 3,539 1.46 481 -5.88
2025-07-29 13F William Blair Investment Management, Llc 1,948 2.10 222 10.45
2025-08-27 NP Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 12,024 26.02 1,372 36.25
2025-08-14 13F Kettle Hill Capital Management, Llc 52,967 6,045
2025-08-14 13F Comerica Bank 44,326 3.89 5,059 12.28
2025-08-08 13F Keebeck Alpha, LP 1,955 223
2025-08-14 13F Raymond James Financial Inc 318,602 29.12 36,362 39.56
2025-07-25 NP QARP - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 323 6.95 34 0.00
2025-07-31 13F Asset Management One Co., Ltd. 13,390 1,528
2025-06-24 NP SWLVX - Schwab U.S. Large-Cap Value 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 3,189 2.02 322 -24.29
2025-08-29 NP DTD - WisdomTree U.S. Total Dividend Fund N/A 1,351 68.88 154 83.33
2025-06-26 NP FLAPX - Fidelity Flex Mid 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 4,465 10.00 450 -18.33
2025-07-22 13F Merit Financial Group, LLC 19,683 119.90 2,246 137.67
2025-08-08 13F Crossmark Global Holdings, Inc. 7,285 1.70 831 9.92
2025-07-30 13F Clifford Swan Investment Counsel Llc 1,839 210
2025-08-20 NP AQRNX - AQR Multi-Asset Fund Class N 24,107 222.50 2,751 248.67
2025-06-26 NP TILVX - TIAA-CREF Large-Cap Value Index Fund Institutional Class 42,140 0.05 4,251 -25.69
2025-08-14 13F/A Bank Julius Baer & Co. Ltd, Zurich 88,959 16.72 10,153 11.62
2025-07-18 13F Deltec Asset Management Llc 10,000 1,141
2025-08-12 13F Franklin Resources Inc 58,111 31.30 6,632 41.92
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 13,894 8.56 1,401 -19.39
2025-08-14 13F Unisphere Establishment 59,000 25.53 6,734 35.69
2025-08-13 13F Bridgewater Associates, LP 432,926 55.83 49,410 68.43
2025-08-14 13F Boothbay Fund Management, Llc 29,256 60.23 3,339 73.22
2025-08-14 13F Numerai GP LLC 38,834 4,432
2025-07-29 13F Chicago Partners Investment Group LLC 2,237 284
2025-08-13 13F Arizona State Retirement System 29,019 1.13 3,312 9.31
2025-07-15 13F Fifth Third Bancorp 977 19.15 112 29.07
2025-06-26 NP FLCOX - Fidelity Large 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 43,899 8.28 4,428 -19.58
2025-08-06 13F True Wealth Design, LLC 892 1,882.22 102 2,425.00
2025-08-01 13F Teacher Retirement System Of Texas 75,159 132.98 8,578 151.82
2025-07-28 13F J.Safra Asset Management Corp 1,899 11.31 217 20.56
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 35,585 103.91 3,589 51.43
2025-07-21 13F Vaughan Nelson Investment Management, L.p. 266,771 188.26 30,447 338,188.89
2025-07-29 13F Applied Finance Capital Management, LLC 2,579 4.03 294 12.64
2025-08-13 13F Advantage Alpha Capital Partners LP 30,684 33.94 3,502 44.79
2025-07-22 NP GMVAX - Goldman Sachs Small/Mid Cap Value Fund Class A 13,861 3.57 1,445 -3.28
2025-08-13 13F GoodHaven Capital Management, LLC 16,965 1,936
2025-08-05 13F Bank Of Montreal /can/ 32,353 5.01 3,692 13.50
2025-07-25 13F Mitchell Capital Management Co 15,285 1,787
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 41,858 1.95 4,777 10.20
2025-08-14 13F Integrated Wealth Concepts LLC 4,943 564
2025-07-21 13F Qrg Capital Management, Inc. 31,278 1.99 3,570 10.22
2025-08-14 13F Atomi Financial Group, Inc. 3,237 28.71 369 39.25
2025-07-28 NP RWK - Invesco S&P MidCap 400 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 33,176 4.50 3,459 -2.43
2025-08-13 13F Jones Financial Companies Lllp 5,454 0.18 623 8.92
2025-08-14 13F Millennium Management Llc Put 25,400 429.17 2,899 472.73
2025-08-14 13F/A Skopos Labs, Inc. 2,586 850.74 295 953.57
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 29,745 0.90 3,000 -25.06
2025-08-18 13F Geneos Wealth Management Inc. 229 39.63 26 52.94
2025-08-27 13F/A Squarepoint Ops LLC 159,041 3.63 18,151 12.02
2025-08-14 13F Millennium Management Llc 1,494,689 36.16 170,589 47.17
2025-08-08 13F Mv Capital Management, Inc. 5 400.00 1
2025-08-11 13F United Capital Financial Advisers, Llc 2,641 11.15 301 20.40
2025-07-25 NP PRDAX - Diversified Real Asset Fund Class A 2,965 38.81 309 29.83
2025-08-14 13F Css Llc/il 7,350 14.66 839 23.96
2025-07-23 13F Friedenthal Financial 109 12
2025-07-30 13F Jackson Thornton Asset Management, Llc 1,987 232
2025-08-13 13F MetLife Investment Management, LLC 86,901 11.57 9,918 20.60
2025-08-26 NP IUSG - iShares Core S&P U.S. 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 78,788 1.91 8,992 10.16
2025-08-08 13F Gts Securities Llc 22,960 2,620
2025-08-14 13F Treasurer of the State of North Carolina 46,208 1.54 5 25.00
2025-08-12 13F Jacobi Capital Management LLC 1,760 201
2025-08-13 13F Hsbc Holdings Plc 100,263 16.46 11,459 27.20
2025-07-09 13F Pallas Capital Advisors LLC 21,501 352.75 2,454 389.62
2025-03-25 NP FEX - First Trust Large 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 44,917 22.68 6,100 13.78
2025-08-05 13F Versor Investments LP 3,707 423
2025-08-22 NP FMDE - Fidelity Enhanced Mid Cap ETF 90,344 5.60 10,311 14.14
2025-07-16 13F ORG Wealth Partners, LLC 3,080 55.79 363 74.52
2025-07-23 13F Kingswood Wealth Advisors, Llc 5,863 14.09 669 23.43
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 4,388 12.83 457 5.30
2025-08-12 13F Baypointe Partners LLC 15,000 1,712
2025-07-18 13F Dogwood Wealth Management LLC 63 7
2025-08-13 13F EverSource Wealth Advisors, LLC 3,143 1,816.46 359 2,005.88
2025-08-11 13F Covestor Ltd 1,351 15.27 0
2025-04-28 NP BFOR - Barron's 400 ETF 2,392 1.23 267 -31.54
2025-07-30 13F Bogart Wealth, LLC 218 45.33 25 60.00
2025-08-11 13F Rothschild Investment Llc 213 1.43 24 9.09
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 28,980 603.40 2,923 422.90
2025-08-14 13F Toronto Dominion Bank 6,556 2.12 748 10.49
2025-08-20 NP QMHIX - AQR Managed Futures Strategy HV Fund Class I 11,360 127.75 1,297 106.37
2025-08-28 NP SPMD - SPDR(R) Portfolio Mid Cap 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 449,345 1.65 51,284 9.87
2025-07-25 NP FNDX - Schwab Fundamental U.S. Large 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 62,872 2.84 6,554 -3.96
2025-07-25 13F NorthRock Partners, LLC 2,578 294
2025-08-12 13F CIBC Private Wealth Group, LLC 3,271 129.87 373 191.41
2025-08-28 NP Elevation Series Trust - RiverNorth Patriot ETF 148 17
2025-07-25 NP USAWX - World Growth Fund Shares 15,100 3.42 1,574 -3.38
2025-08-13 13F Centiva Capital, LP 11,912 18.78 1,360 28.45
2025-04-01 NP PKW - Invesco BuyBack Achievers 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 55,748 31.70 7,571 22.15
2025-07-25 13F Ellis Investment Partners, LLC 3,842 11.82 439 20.99
2025-06-24 NP SWMCX - Schwab U.S. Mid-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 16,537 15.10 1,668 -14.51
2025-08-14 13F Ieq Capital, Llc 171,066 643.77 19,524 704.08
2025-08-14 13F Ubs Asset Management Americas Inc 391,073 28.55 44,633 38.94
2025-03-31 NP FBCG - Fidelity Blue Chip Growth 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 17,495 280.24 2,376 252.90
2025-08-11 13F Symphony Financial, Ltd. Co. 111,510 12,727
2025-08-12 13F Bank OZK 16,679 2.33 1,904 10.58
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 2,763 10.70 315 19.77
2025-08-13 13F Ostrum Asset Management 6,465 193.86 738 217.67
2025-08-14 13F Royal Bank Of Canada 321,055 74.55 36,643 88.68
2025-07-25 13F Stephens Consulting, LLC 6 1
2025-07-24 NP BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core 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 110,265 12.47 11,495 5.03
2025-08-14 13F/A Rockefeller Capital Management L.P. 15,796 27.43 1,803 37.77
2025-08-26 NP EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 9,131 1.79 1,042 10.03
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 21,314 1.84 2,433 10.10
2025-08-27 NP Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 17,851 26.07 2,037 36.25
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