YELP / Yelp Inc. - Kepemilikan Institusional - Pembeli

Yelp Inc.
US ˙ NYSE ˙ US9858171054

Kepemilikan Institusional dan Dana - Pembeli

Pemegang saham utama yang telah membuka posisi baru di Yelp Inc. meliputi SYLD - Cambria Shareholder Yield ETF, AVUV - Avantis U.S. Small Cap Value ETF, Chase Investment Counsel Corp, JSML - Janus Henderson Small Cap Growth Alpha ETF, Clark Estates Inc/ny, AVUVX - Avantis U.S. Small Cap Value Fund Institutional Class, WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio, TMMAX - SIMT Tax-Managed Managed Volatility Fund Class F, Susquehanna Portfolio Strategies, LLC, CHASX - Chase Growth Fund Class N, Nebula Research & Development LLC, Perbak Capital Partners LLP, GTTMX - Quantitative U.S. Total Market Equity Portfolio, Wealth Enhancement Advisory Services, Llc, Atom Investors LP, Camelot Portfolios, LLC, PRF - Invesco FTSE RAFI US 1000 ETF, VFMFX - Vanguard U.S. Multifactor Fund Admiral Shares, Contravisory Investment Management, Inc., dan EMC Capital Management .

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
(%)
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 819 0
2025-08-25 NP GENIX - Gotham Enhanced Return Fund Institutional Class 6,436 553.40 221 511.11
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 3,613 47.35 127 29.90
2025-07-31 13F Caitong International Asset Management Co., Ltd 432 15
2025-06-26 NP LSVQX - LSV Small Cap Value Fund Institutional Class Shares 73,600 48.39 2,582 30.29
2025-08-14 13F Man Group plc 741,747 48.49 25,420 37.42
2025-08-12 13F MAI Capital Management 1,202 1,102.00 41 1,266.67
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 50,726 73.69 1,779 52.57
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 319,290 7.71 12,187 19.83
2025-07-17 13F CWA Asset Management Group, LLC 19,977 20.54 685 11.58
2025-07-28 13F Allianz Asset Management GmbH 683,935 23.05 23,438 13.88
2025-08-28 NP IGM - iShares Expanded Tech Sector 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 29,887 3.28 1,024 -4.39
2025-06-26 NP DFUV - Dimensional US Marketwide Value ETF 59,810 0.03 2,098 -12.14
2025-08-14 13F Price T Rowe Associates Inc /md/ 56,339 11.45 2 0.00
2025-08-05 13F Ceera Investments, Llc 229,877 2.35 7,878 -5.28
2025-08-14 13F Millennium Management Llc 478,321 648.03 16,392 592.52
2025-08-15 13F CI Private Wealth, LLC 8,804 27.91 302 18.50
2025-08-25 NP GARIX - Gotham Absolute Return Fund Institutional Class 32,548 272.10 1,115 229.88
2025-08-28 NP TMMAX - SIMT Tax-Managed Managed Volatility Fund Class F 37,804 1,296
2025-08-13 13F Quadrant Capital Group Llc 13,415 20.31 460 11.41
2025-08-13 13F Norges Bank 38,663 1,325
2025-08-22 NP FEAC - Fidelity Enhanced U.S. All-Cap Equity ETF 72 14.29 2 0.00
2025-08-26 NP JMEE - JPMorgan Market Expansion Enhanced Equity ETF 53,184 3.43 1,823 -4.31
2025-07-18 13F Truist Financial Corp 26,776 2.71 918 -4.97
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 182,329 4.22 6,248 -3.55
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 20,977 1.56 719 -6.02
2025-07-25 13F Hemington Wealth Management 122 14.02 0
2025-08-28 NP SMSAX - SIMT Multi-Strategy Alternative Fund Class F Short -10,731 -53.92 -368 -57.42
2025-07-17 13F Camelot Portfolios, LLC 7,911 271
2025-07-23 NP VYSGX - Voya Small Company Fund Class W 22,967 2.87 877 14.36
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 9,072 1.22 311 -6.34
2025-08-14 13F Susquehanna Portfolio Strategies, LLC 36,480 1,250
2025-08-12 13F Inceptionr Llc 6,870 235
2025-08-14 13F Hancock Whitney Corp 7,079 1.33 243 -6.20
2025-08-15 13F Tower Research Capital LLC (TRC) 7,587 339.83 260 312.70
2025-06-26 NP LSVMX - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares 4,000 140
2025-08-04 13F Spire Wealth Management 76 7.04 3 0.00
2025-08-12 13F Landscape Capital Management, L.l.c. 14,077 482
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 1,072 0.56 37 -7.69
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 9,989 2.92 342 -4.74
2025-07-16 13F Signaturefd, Llc 2,062 6.51 71 -1.41
2025-06-30 NP NSFKX - Natixis Sustainable Future 2050 Fund Class N 497 8.99 17 -5.56
2025-08-14 13F Xponance, Inc. 10,603 51.80 363 40.70
2025-08-11 13F Royce & Associates Lp 59,535 3.28 2,040 -4.40
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 84,316 2.49 2,890 -5.15
2025-08-12 13F Public Sector Pension Investment Board 255,093 4.57 8,742 -3.21
2025-06-30 NP NSFHX - Natixis Sustainable Future 2040 Fund Class N 432 5.11 15 -6.25
2025-06-30 NP NSFGX - Natixis Sustainable Future 2035 Fund Class N 277 8.63 10 -10.00
2025-08-14 13F Lombard Odier Asset Management (USA) Corp 10,484 359
2025-06-30 NP NSFJX - Natixis Sustainable Future 2045 Fund Class N 466 15.35 16 0.00
2025-08-13 13F Marshall Wace, Llp 291,519 1,255.97 9,990 1,155.03
2025-08-14 13F Freestone Grove Partners LP 42,214 1,447
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 136 2.26 5 -20.00
2025-06-25 NP RILA - Indexperts Gorilla Aggressive Growth ETF 527 122.36 18 100.00
2025-08-14 13F Globeflex Capital L P 139,028 12.23 4,764 3.86
2025-08-14 13F Ameriprise Financial Inc 1,501,764 7.00 51,458 -1.01
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 3,712 8.92 130 -4.41
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 9,836 10.82 345 -2.54
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 17,362 48.69 609 30.69
2025-08-04 13F Hantz Financial Services, Inc. 137 0
2025-07-08 13F Rise Advisors, LLC 25 1
2025-08-28 NP HSAFX - Hussman Strategic Allocation Fund 2,000 69
2025-08-13 13F First Trust Advisors Lp 149,763 26.77 5,132 17.33
2025-08-08 13F Geode Capital Management, Llc 1,819,716 0.21 62,368 -7.26
2025-06-30 NP NSFFX - Natixis Sustainable Future 2030 Fund Class N 226 18.32 8 0.00
2025-08-14 13F Riggs Asset Managment Co. Inc. 74 3
2025-07-15 13F Bfsg, Llc 399 14
2025-08-14 13F Capstone Investment Advisors, Llc 17,053 584
2025-06-26 NP ISCG - iShares Morningstar Small-Cap Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 13,897 5.88 488 -7.06
2025-08-12 13F Hillsdale Investment Management Inc. 171,816 33.90 5,888 23.93
2025-08-22 NP FESM - Fidelity Enhanced Small Cap ETF 300,402 1.64 10,295 -5.94
2025-08-18 13F Geneos Wealth Management Inc. 672 47.05 23 43.75
2025-08-14 13F Brevan Howard Capital Management LP 106,915 302.84 3,664 273.01
2025-06-27 NP SYLD - Cambria Shareholder Yield ETF 267,026 9,367
2025-08-14 13F Gotham Asset Management, LLC 93,490 218.23 3,204 194.66
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 3,332 5.18 117 -7.94
2025-08-11 13F EMC Capital Management 5,005 0
2025-07-29 NP SLPAX - Siit Small Cap Fund - Class A 11,570 5.37 442 17.29
2025-08-13 13F Centiva Capital, LP 25,520 875
2025-08-14 13F Mercer Global Advisors Inc /adv 6,170 211
2025-07-16 13F/A CX Institutional 138,318 90.48 5 100.00
2025-08-11 13F Martingale Asset Management L P 64,293 1.91 2,203 -5.69
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 23,575 11.53 827 -2.01
2025-03-07 NP GTTMX - Quantitative U.S. Total Market Equity Portfolio 12,860 514
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 172,106 3.37 6,569 15.00
2025-08-08 13F Mitsubishi UFJ Trust & Banking Corp 233,570 4.78 8,004 -3.03
2025-08-12 13F Advisors Asset Management, Inc. 3,056 14.46 105 6.12
2025-07-29 NP SSMAX - Siit Small Mid Cap Equity Fund - Class A 31,100 26.42 1,187 40.64
2025-03-26 NP TSMOX - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 80,328 1.74 3,208 19.04
2025-06-25 NP FAD - First Trust Multi Cap Growth AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,778 124.96 238 97.50
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 11 0
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 31,039 13.53 1,064 5.04
2025-07-11 13F/A Umb Bank N A/mo 306 43.66 10 42.86
2025-08-13 13F Edgestream Partners, L.P. 230,507 199.01 7,899 176.77
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 834 7.34 29 0.00
2025-08-05 13F Simplex Trading, Llc Put 1,500 275.00 0
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 187 6
2025-08-14 13F DecisionPoint Financial, LLC 6 0
2025-08-14 13F Janus Henderson Group Plc 221,354 133.13 7,586 114.78
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 260 0.39 9 -10.00
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 433 59.78 15 50.00
2025-08-14 13F Comerica Bank 43,627 31.66 1,495 21.84
2025-08-14 13F Ubs Asset Management Americas Inc 274,014 31.39 9,390 21.60
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 2,997 7.77 114 20.00
2025-08-26 NP AZBAX - AllianzGI Small-Cap Fund Class A 2,700 93
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 4,341 3.38 149 -4.52
2025-07-29 NP ESGV - Vanguard ESG U.S. Stock ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 13,964 5.38 533 17.40
2025-07-08 13F Gallacher Capital Management LLC 6,586 2.06 226 -5.46
2025-08-06 13F True Wealth Design, LLC 36 140.00 1
2025-08-29 NP PMJIX - PIMCO RAE US Small Fund Institutional Class 488,748 22.67 16,749 13.52
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 2,830 15.84 108 30.12
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 193,550 48.75 6,790 30.66
2025-08-18 13F/A Kestra Investment Management, LLC 15 1
2025-08-13 13F Invesco Ltd. 300,139 8.53 10,286 0.44
2025-07-11 13F Assenagon Asset Management S.A. 75,892 13.56 2,601 5.09
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 11,870 6.76 407 -1.22
2025-08-12 13F Bokf, Na 12,898 92.54 442 78.23
2025-08-07 13F Illinois Municipal Retirement Fund 36,563 14.89 1,253 6.37
2025-07-29 NP SEHAX - SIIT U.S. Equity Factor Allocation Fund Class A 50,619 414.26 1,932 415.20
2025-09-04 13F/A Advisor Group Holdings, Inc. 8,132 835.79 299 834.38
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 188,824 0.68 6,624 -11.58
2025-07-16 13F State of Alaska, Department of Revenue 38,033 4.29 1 0.00
2025-08-11 13F Clark Estates Inc/ny 55,600 1,905
2025-07-28 NP PSCU - Invesco S&P SmallCap Utilities & Communication Services 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 13,426 4.57 512 16.36
2025-08-01 13F Teacher Retirement System Of Texas 148,093 10.54 5,075 2.30
2025-07-31 13F MQS Management LLC 13,101 449
2025-08-12 13F Franklin Resources Inc 130,964 3.78 4,488 -3.94
2025-08-14 13F Group One Trading, L.p. 6,917 237
2025-08-14 13F California State Teachers Retirement System 58,298 0.68 1,998 -6.86
2025-08-13 13F Parkworth Wealth Management, Inc. 2 100.00 0
2025-08-14 13F Group One Trading, L.p. Put 26,000 891
2025-07-22 13F IMC-Chicago, LLC Put 16,600 28.68 569 19.08
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 126,635 5.19 4,834 17.02
2025-07-22 13F IMC-Chicago, LLC Call 21,200 20.45 727 11.52
2025-08-15 13F WealthCollab, LLC 900 8.17 31 0.00
2025-08-14 13F Horizon Investments, LLC 13,864 475
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 7,231 0.89 254 -11.54
2025-08-26 NP GSCYX - SMALL CAP EQUITY FUND Institutional 25,394 4.11 870 -3.65
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 23,962 11.54 841 -1.98
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 470 0.21 18 6.25
2025-07-30 13F Aurora Investment Counsel 65,957 1.90 2,260 -5.68
2025-08-07 13F Campbell & CO Investment Adviser LLC 12,526 429
2025-08-14 13F/A Barclays Plc 141,054 34.59 5 33.33
2025-08-14 13F Smartleaf Asset Management LLC 2,392 11.31 82 3.80
2025-08-28 NP New Age Alpha Variable Funds Trust - NAA SMALL GROWTH SERIES 1,794 61
2025-08-07 13F Vise Technologies, Inc. 6,926 13.43 237 0.42
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 7,279 255
2025-08-14 13F Twinbeech Capital Lp 52,357 1,794
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 125,883 34.27 4,416 17.92
2025-08-14 13F Headlands Technologies LLC 146 5
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 39,199 0.13 1,496 11.39
2025-07-25 13F Meritage Portfolio Management 16,387 4.28 562 -3.44
2025-08-13 13F EverSource Wealth Advisors, LLC 523 142.13 18 142.86
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 643,654 1.05 22,579 -11.24
2025-08-14 13F Crawford Fund Management, LLC 176,845 4.92 6,060 -2.90
2025-08-14 13F Qube Research & Technologies Ltd 725,214 399.05 24,853 361.87
2025-08-26 NP FSCS - Mid Cap US Equity Select 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 11,412 70.97 391 58.30
2025-08-25 NP GONIX - Gotham Neutral Fund Institutional Class 7,021 406.20 241 370.59
2025-06-20 NP JSML - Janus Henderson Small Cap Growth Alpha ETF 61,221 2,148
2025-06-25 NP FCOM - Fidelity MSCI Communication Services 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 72,678 1.97 2,550 -10.44
2025-08-08 13F Massachusetts Financial Services Co /ma/ 68,475 1.25 2,347 -6.31
2025-08-26 NP FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF 4,922 6.03 169 -1.75
2025-07-25 NP DCCAX - Delaware Small Cap Core Fund Class A 701,207 4.37 26,765 16.12
2025-08-13 13F Arizona State Retirement System 18,030 0.52 618 -7.08
2025-06-30 NP CAFG - Pacer US Small Cap Cash Cows Growth Leaders ETF 4,470 25.77 157 10.64
2025-07-22 13F Bay Harbor Wealth Management, LLC 5 400.00 0
2025-08-12 13F SRS Capital Advisors, Inc. 266 1,109.09 9
2025-07-10 13F Exchange Traded Concepts, Llc 882 8.09 30 0.00
2025-08-11 13F Lsv Asset Management 2,093,765 10.06 72 1.43
2025-06-30 NP NSFLX - Natixis Sustainable Future 2055 Fund Class N 432 15.82 15 7.14
2025-07-25 NP UCAGX - Cornerstone Aggressive Fund 2,639 10.19 101 21.95
2025-08-28 NP SFLO - VictoryShares Small Cap Free Cash Flow ETF 73,340 38.38 2,513 28.08
2025-08-28 NP HSGFX - Hussman Strategic Growth Fund 40,000 14.29 1,371 94.88
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 9,863 347
2025-06-27 NP RSSL - Global X Russell 2000 ETF 38,662 4.91 1,356 -7.82
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 83,356 5.88 2,924 -7.00
2025-08-28 NP SAGP - STRATEGAS GLOBAL POLICY OPPORTUNITIES ETF 2,676 6.53 92 -2.15
2025-06-26 NP SMMV - iShares Edge MSCI Min Vol USA Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 25,287 2.91 887 -9.58
2025-05-15 13F Glenmede Trust Co Na 15,434 2.29 572 -2.06
2025-08-12 13F Prudential Financial Inc 66,555 2.95 2,386 2.62
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 7,559 38.29 289 54.01
2025-08-14 13F Jane Street Group, Llc 213,278 11.87 7,309 3.54
2025-08-14 13F Perbak Capital Partners LLP 20,598 706
2025-08-13 13F Renaissance Technologies Llc 939,500 10.13 32,197 1.92
2025-08-14 13F Jane Street Group, Llc Call 11,800 26.88 404 17.44
2025-08-15 13F Captrust Financial Advisors 26,407 5.68 905 -2.27
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 3,822 146
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 10,989 2.04 377 -5.53
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 50,646 1,933
2025-08-05 13F Chase Investment Counsel Corp 63,703 2
2025-08-14 13F State Of Wisconsin Investment Board 89,458 9.27 3,066 1.12
2025-07-29 NP GCAVX - GMO U.S. Small Cap Value Fund Class VI 10,118 52.43 386 70.04
2025-07-22 13F HFM Investment Advisors, LLC 4 300.00 0
2025-08-04 13F Strs Ohio 20,200 1,246.67 692 1,158.18
2025-08-11 13F Alps Advisors Inc 10,564 3.17 362 -4.49
2025-08-12 13F O'shaughnessy Asset Management, Llc 18,894 195.87 647 174.15
2025-08-12 13F Park Square Financial Group, LLC 43 1
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware SMID Cap Core Fund Service Class 90,289 2.07 3,094 -5.53
2025-08-28 NP SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,714 27.62 59 18.37
2025-08-28 NP Humankind Benefit Corp - Humankind US Stock ETF 105 4
2025-08-13 13F Aristides Capital LLC 6,125 210
2025-08-05 13F Huntington National Bank 116 1,557.14 4
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 3,476 6.04 119 -1.65
2025-08-14 13F Bnp Paribas Arbitrage, Sa 351,006 1,144.88 12,029 1,052.11
2025-08-14 13F Oxford Asset Management Llp 25,094 860
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 1,075 3.07 40 -2.50
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 16,549 1.85 567 -5.66
2025-08-28 NP SVOAX - Simt Us Managed Volatility Fund Class F 73,859 4,743.21 2,531 4,419.64
2025-08-12 13F Rhumbline Advisers 187,875 3.07 6,438 -4.61
2025-07-29 NP VFVA - Vanguard U.S. Value Factor ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,968 190
2025-08-14 13F Dark Forest Capital Management Lp 87,618 224.38 3,003 200.20
2025-07-29 NP VFMV - Vanguard U.S. Minimum Volatility ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 105,211 110.23 4,016 133.84
2025-07-22 13F Unique Wealth, Llc 6,300 4.03 216 -4.02
2025-08-14 13F/A Bank Julius Baer & Co. Ltd, Zurich 1,593 13.06 55 -6.90
2025-08-08 13F Creative Planning 40,474 36.10 1,387 25.98
2025-08-11 13F/A Suncoast Equity Management 22,045 3.81 755 -3.94
2025-07-25 13F JustInvest LLC 22,365 49.27 766 38.27
2025-08-14 13F Engineers Gate Manager LP 54,233 1,859
2025-08-14 13F Atom Investors LP 9,322 319
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 25,229 0.39 865 -7.10
2025-08-25 13F/A Neuberger Berman Group LLC 7,752 266
2025-07-29 NP VFMFX - Vanguard U.S. Multifactor Fund Admiral 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 6,746 257
2025-08-29 NP MFUS - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1,253 8.86 43 0.00
2025-08-14 13F Alliancebernstein L.p. 268,161 22.23 9,190 13.12
2025-06-25 NP WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio 41,341 1,450
2025-05-05 13F Lindbrook Capital, Llc 162 2.53 6 -16.67
2025-07-28 NP VCSLX - Small Cap Index Fund 27,051 9.49 1,033 21.84
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 2,397 60.01 82 49.09
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 268,493 3.32 10,248 14.94
2025-08-12 13F XTX Topco Ltd 22,223 762
2025-08-07 13F Pinnacle Holdings, LLC 35,425 2.24 1,214 -5.38
2025-08-26 NP ASYLX - AB Select US Long/Short Portfolio Advisor Class Short -27,435 2.55 -940 -5.05
2025-07-15 13F Fortitude Family Office, LLC 306 551.06 10 900.00
2025-08-13 13F Walleye Capital LLC Call 2,400 82
2025-08-13 13F Walleye Capital LLC Put 4,200 144
2025-08-13 13F Jones Financial Companies Lllp 272 8.80 9 0.00
2025-08-13 13F Walleye Capital LLC 51,482 1,764
2025-07-24 13F Ronald Blue Trust, Inc. 4,537 33.28 155 23.02
2025-07-10 13F Contravisory Investment Management, Inc. 6,607 226
2025-06-25 NP FTLS - First Trust Long/Short Equity ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 45,255 60.07 1,588 54.23
2025-07-29 NP EBI - Longview Advantage ETF 1,050 3.24 40 17.65
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 8,708 8.29 305 -4.98
2025-08-11 13F New Age Alpha Advisors, LLC 1,794 61
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 124,778 14.22 4,763 27.09
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 1,900 5.56 65 -1.52
2025-08-26 NP FTKI - First Trust Small Cap BuyWrite Income ETF 129 5.74 4 0.00
2025-06-30 NP NSFOX - Natixis Sustainable Future 2065 Fund Class N 87 8.75 3 0.00
2025-08-12 13F American Century Companies Inc 551,212 217.21 18,890 193.60
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 106,010 3,633
2025-08-14 13F Bank Of America Corp /de/ 313,772 14.60 10,753 6.05
2025-08-13 13F Bare Financial Services, Inc 19 1
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 1,433 5.60 49 -2.00
2025-04-28 NP MPAY - Akros Monthly Payout ETF 464 16
2025-07-25 13F Cwm, Llc 25,968 11.35 1
2025-08-14 13F Sei Investments Co 286,826 1.40 9,830 -6.16
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 30,056 1.43 1,054 -10.90
2025-08-05 13F Hussman Strategic Advisors, Inc. 42,000 1,439
2025-08-14 13F Nebula Research & Development LLC 28,596 980
2025-08-11 13F Covestor Ltd 5,368 1.98 0
2025-08-29 NP QSML - WisdomTree U.S. SmallCap Quality Growth Fund 741 6.93 25 0.00
2025-08-14 13F Sherbrooke Park Advisers Llc 6,336 217
2025-08-14 13F/A Skopos Labs, Inc. 634 66.84 22 50.00
2025-08-27 NP CHASX - Chase Growth Fund Class N 30,210 1,035
2025-08-12 13F Magnetar Financial LLC 8,120 278
2025-07-31 13F Sumitomo Mitsui Trust Holdings, Inc. 11,519 395
2025-08-14 13F Peak6 Llc Call 22,400 113.33 768 97.68
2025-08-13 13F Northwestern Mutual Wealth Management Co 17 325.00 1
2025-08-28 NP SLLAX - SIMT Small Cap Fund Class F 6,803 36.66 233 27.32
2025-06-27 NP VLLU - Harbor AlphaEdge Large Cap Value ETF 281 10
2025-08-14 13F Susquehanna International Group, Llp 113,625 18.04 3,894 9.23
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 93,931 3,585
2025-07-07 13F Versant Capital Management, Inc 333 8.12 11 0.00
2025-08-14 13F Susquehanna International Group, Llp Call 34,700 14.90 1,189 6.35
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 48,200 1.90 1,652 -5.71
2025-08-14 13F Verition Fund Management LLC 261,999 110.85 8,979 95.13
2025-08-29 NP STXK - Strive Small-Cap ETF 2,015 3.60 69 -4.17
2025-08-08 13F Vestcor Inc 22,356 55.35 1
2025-08-15 NP Royce Value Trust Inc 56,673 3.91 1,942 -3.81
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 1,115 8.78 43 20.00
2025-08-13 13F Bridgewater Associates, LP 299,216 16.51 10,254 7.83
2025-08-14 13F Royal Bank Of Canada 325,514 28.88 11,156 19.29
2025-07-17 13F DiNuzzo Private Wealth, Inc. 13 116.67 0
2025-08-08 13F Atlantic Trust, LLC 7 0
2025-08-08 13F Larson Financial Group LLC 265 4.74 9 0.00
2025-08-14 13F Goldman Sachs Group Inc 537,319 7.97 18,414 -0.08
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 5,871 9.53 201 1.52
2025-08-05 13F Kesler, Norman & Wride, LLC 32,650 26.52 1,119 17.17
2025-07-30 NP MILN - Global X Millennials Thematic ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., 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 8,982 18.50 343 31.54
2025-08-14 13F Raymond James Financial Inc 146,022 83.44 5,004 69.80
2025-07-25 NP BRSDX - MFS Blended Research Small Cap Equity Fund A 55,633 0.53 2,124 11.85
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 12,821 4.23 439 -3.52
2025-08-22 NP FECGX - Fidelity Small Cap Growth Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 41,820 5.13 1,433 -2.72
2025-05-22 NP HLGE - Hartford Longevity Economy ETF 3,665 19.81 136 14.41
2025-08-19 13F State of Wyoming 12,208 100.07 418 85.78
2025-08-14 13F Wells Fargo & Company/mn 69,833 81.43 2,393 67.93
2025-08-13 13F Walleye Trading LLC Put 21,400 275.44 733 247.39
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 56,020 215.96 1,920 192.53
2025-08-08 13F denkapparat Operations GmbH 19,826 13.12 679 4.62
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 93,914 8.99 3,585 21.24
2025-08-14 13F Petrus Trust Company, LTA 18,545 38.15 636 27.77
2025-08-04 13F Assetmark, Inc 9 0
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 19,815 3.53 695 -9.03
2025-08-14 13F Optimus Prime Fund Management Co., Ltd. 130,000 534.15 4,455 486.96
2025-08-14 13F Jain Global LLC 8,288 40.38 284 30.28
2025-08-13 13F Pictet Asset Management Holding SA 9,826 5.38 337 -2.61
2025-06-25 NP FYX - First Trust Small Cap Core AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 41,560 33.16 1,458 16.93
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 37,191 7.29 1,420 19.34
2025-08-11 13F Bell Investment Advisors, Inc 392 24.84 13 18.18
2025-08-12 13F Elo Mutual Pension Insurance Co 40,866 77.56 1,400 64.32
2025-08-14 13F Daiwa Securities Group Inc. 25,500 1
2025-06-25 NP FYC - First Trust Small Cap Growth AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 54,742 78.39 1,920 56.73
2025-08-12 13F Trexquant Investment LP 18,315 166.94 628 146.85
2025-08-13 13F Skandinaviska Enskilda Banken AB (publ) 46,900 28.85 1,607 19.30
2025-07-31 13F Quest Partners LLC 15,362 52,872.41 526 52,500.00
2025-08-14 13F Macquarie Group Ltd 1,033,564 1.72 35,420 -5.86
2025-08-14 13F Quantinno Capital Management LP 13,069 33.18 448 23.14
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 14,436 3.42 495 -4.26
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 16,391 4.06 562 -3.77
2025-08-07 13F Acadian Asset Management Llc 2,359,112 4.24 81 -3.61
2025-05-15 13F Texas Permanent School Fund 31,923 1,120
2025-05-22 NP ROSC - Hartford Multifactor Small Cap ETF 1,694 63
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 11,851 2.70 416 -9.78
2025-08-06 13F Fox Run Management, L.l.c. 14,820 508
2025-08-25 NP QWVOX - Clearwater Small Companies Fund 10,008 66.69 343 66.83
2025-07-31 13F Asset Management One Co., Ltd. 1,860 5.56 64 -3.08
2025-08-14 13F Lazard Asset Management Llc 69,245 8.38 2 0.00
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-13 13F Russell Investments Group, Ltd. 295,562 17.66 10,148 8.77
2025-07-28 NP HDG - ProShares Hedge Replication ETF 84 10.53 3 50.00
2025-08-12 13F Proequities, Inc. 0 0
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 1,475 322.64 52 292.31
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 157,873 1.07 5,538 -11.22
2025-06-20 NP ABLS - Abacus FCF Small Cap Leaders ETF 629 22
2025-08-15 13F Morgan Stanley 930,344 15.01 31,883 6.43
2025-08-08 13F/A Sterling Capital Management LLC 152 130.30 5 150.00
2025-08-08 13F Jupiter Asset Management Ltd 753,173 268.14 25,811 240.74
2025-07-24 NP HSMNX - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 13,363 27.44 510 42.06
2025-07-25 13F RHS Financial, LLC 10,500 0.36 360 -7.24
2025-08-14 13F UBS Group AG 669,780 73.83 22,953 60.87
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 12,602 19.45 442 4.99
2025-08-06 13F Rialto Wealth Management, LLC 2 0
2025-08-01 13F Envestnet Asset Management Inc 9,798 24.04 336 14.73
2025-06-30 NP NSFMX - Natixis Sustainable Future 2060 Fund Class N 353 17.28 12 0.00
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