AMEH / Apollo Medical Holdings, Inc. - Kepemilikan Institusional - Penjual

Apollo Medical Holdings, Inc.
US ˙ NasdaqCM ˙ US03763A2078
HINDI NA ACTIVE ANG SIMBONG ITO

Kepemilikan Institusional dan Dana - Penjual

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)		 Saham Δ Saham
(%)		 Dilaporkan
Nilai
($1000)		 Nilai Δ
(%)		 Alokasi Port
(%)
2025-07-10 13F NorthCrest Asset Manangement, LLC 448,902 -0.00 11,348 -18.48
2025-07-24 NP FSHCX - Health Care Services Portfolio 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 235,300 -31.78 5,833 -33.36
2025-07-28 NP AVUS - Avantis U.S. Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11,959 -21.77 296 -23.51
2025-08-14 13F California State Teachers Retirement System 41,303 -1.42 1,028 -20.94
2025-08-14 13F Goldman Sachs Group Inc 196,642 -29.08 4,892 -43.10
2025-07-25 13F Hemington Wealth Management 17 -15.00 0
2025-08-12 13F Deutsche Bank Ag\ 35,934 -10.03 894 -27.79
2025-08-07 13F Allworth Financial LP 0 -100.00 0
2025-08-14 13F Cibc World Markets Corp 0 -100.00 0
2025-08-12 13F XTX Topco Ltd 0 -100.00 0
2025-08-11 13F Great Lakes Advisors, Llc 0 -100.00 0
2025-07-28 NP XSHQ - Invesco S&P SmallCap Quality 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 42,748 -25.18 1,060 -26.97
2025-08-07 13F Sierra Ocean, Llc 0 -100.00 0
2025-07-28 NP QVMS - Invesco S&P SmallCap 600 QVM Multi-factor 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 5,332 -28.43 132 -30.16
2025-05-02 13F Concord Wealth Partners 0 -100.00 0
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 7,958 -5.33 198 -24.23
2025-06-24 NP TILT - FlexShares Morningstar US Market Factor Tilt Index Fund This fund is a listed as child fund of Northern Trust 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 2,355 -1.26 73 -16.09
2025-08-14 13F Graham Capital Management, L.P. 0 -100.00 0
2025-04-15 13F Capital Advisors, Ltd. LLC 0 -100.00 0
2025-07-22 13F Bay Harbor Wealth Management, LLC 0 -100.00 0
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 142 -8.97 4 -25.00
2025-08-29 NP QSML - WisdomTree U.S. SmallCap Quality Growth Fund 504 -5.62 13 -25.00
2025-05-15 13F Marshall Wace, Llp 0 -100.00 0 -100.00
2025-06-23 NP PPNMX - SmallCap Growth Fund I R-3 4,322 -3.96 135 -18.79
2025-08-13 13F Federated Hermes, Inc. 0 -100.00 0
2025-08-14 13F Fmr Llc 1,189,962 -22.21 29,606 -37.58
2025-07-25 13F Atria Wealth Solutions, Inc. 0 -100.00 0
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 30,522 -0.03 759 -19.77
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 1,554 -5.76 39 -25.49
2025-07-25 NP SCHA - Schwab U.S. Small-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 196,483 -2.28 4,871 -4.57
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 638,957 -1.78 15,897 -21.19
2025-07-29 NP VIOO - Vanguard S&P Small-Cap 600 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 140,578 -1.55 3,485 -3.86
2025-08-26 NP PEXMX - T. Rowe Price Extended Equity Market 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 5,633 -25.74 140 -40.43
2025-08-12 13F Handelsbanken Fonder AB 8,200 -7.87 0
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 11 -8.33 0
2025-07-23 13F Louisiana State Employees Retirement System 19,400 -1.02 483 -20.59
2025-06-26 NP USMIX - Extended Market Index Fund 4,362 -13.33 136 -27.03
2025-08-28 NP XHS - SPDR(R) S&P(R) Health Care Services 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 42,021 -7.09 1,045 -25.46
2025-08-13 13F Pictet Asset Management Holding SA 0 -100.00 0
2025-08-15 13F Great West Life Assurance Co /can/ 41,570 -4.32 1 0.00
2025-06-26 NP CRSSX - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 18,279 -5.83 570 -20.42
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 16,543 -13.64 516 -27.05
2025-08-13 13F QSV Equity Investors LLC 39,458 -0.82 982 -20.44
2025-08-26 NP IWV - iShares Russell 3000 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 12,290 -0.79 306 -20.57
2025-04-15 13F SG Americas Securities, LLC 0 -100.00 0
2025-08-14 13F Comerica Bank 12,871 -16.97 320 -33.33
2025-08-14 13F Smartleaf Asset Management LLC 439 -6.00 11 -28.57
2025-06-27 NP RZG - Invesco S&P SmallCap 600 Pure Growth 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 22,968 -2.18 716 -17.34
2025-07-25 13F Yousif Capital Management, Llc 13,561 -14.55 337 -31.50
2025-08-26 NP BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 16,486 -2.48 410 -21.76
2025-08-13 13F Quadrant Capital Group Llc 0 -100.00 0
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 99,841 -16.35 3,112 -29.27
2025-08-14 13F Price T Rowe Associates Inc /md/ 35,583 -1.43 1 -100.00
2025-07-31 13F Quest Partners LLC 3,282 -32.79 82 -46.36
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 14,090 -6.13 351 -24.73
2025-08-11 13F Citigroup Inc 56,862 -11.55 1,415 -29.05
2025-07-25 NP NMSAX - Columbia Small Cap Index Fund Class A 79,223 -5.53 1,964 -7.75
2025-08-28 NP IWM - iShares Russell 2000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,016,412 -11.59 25,288 -29.07
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 96 -5.88 2 -33.33
2025-08-08 13F Pnc Financial Services Group, Inc. 518 -70.48 13 -77.78
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 44,704 -25.84 1,108 -27.53
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 248 -25.75 6 -40.00
2025-08-08 13F Creative Planning 8,899 -15.06 221 -31.79
2025-08-12 13F Nuveen, LLC 88,372 -18.65 2,199 -34.74
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 6,158 -0.96 153 -20.31
2025-07-03 13F City Center Advisors, LLC 0 -100.00 0
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 440 -29.94 14 -43.48
2025-08-21 NP MXISX - Great-West S&P Small Cap 600 Index Fund Investor Class 29,187 -6.04 726 -24.61
2025-07-17 13F DiNuzzo Private Wealth, Inc. 3 -40.00 0
2025-05-15 13F Two Sigma Investments, Lp 0 -100.00 0 -100.00
2025-07-09 13F Westmount Partners, LLC 85,999 -2.15 2,140 -21.50
2025-06-24 NP JPSE - JPMorgan Diversified Return U.S. Small Cap Equity ETF 20,392 -21.64 636 -33.79
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 47,713 -4.51 1,187 -23.37
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 208 -5.02 5 -16.67
2025-08-13 13F 1492 Capital Management LLC 0 -100.00 0
2025-08-15 13F State of Tennessee, Treasury Department 15,452 -17.47 384 -33.79
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 18,575 -7.14 462 -25.48
2025-08-11 13F Vanguard Group Inc 4,833,384 -1.34 120,255 -20.84
2025-04-23 13F Moran Wealth Management, LLC 0 -100.00 0 -100.00
2025-08-25 NP RSVIX - RBC Small Cap Value Fund Class I 1,630 -79.98 41 -84.13
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 57 -5.00 1 0.00
2025-05-02 13F Bogart Wealth, LLC 0 -100.00 0 -100.00
2025-08-26 NP Profunds - Profund Vp Small-cap 93 -4.12 2 -33.33
2025-08-26 NP EHLS - Even Herd Long Short ETF Short -6,839 -170
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 42 -10.64 1 0.00
2025-08-08 13F Geode Capital Management, Llc 1,053,336 -1.29 26,210 -20.81
2025-07-08 13F E. Ohman J:or Asset Management AB 0 -100.00 0
2025-07-28 NP OMFS - Invesco Russell 2000(R) Dynamic Multifactor 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 5,804 -3.17 144 -5.92
2025-08-05 13F Simplex Trading, Llc 328 -69.14 0
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 14,398 -2.56 358 -21.83
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 0 -100.00 0 -100.00
2025-05-15 13F PharVision Advisers, LLC 0 -100.00 0 -100.00
2025-08-12 13F BlackRock, Inc. 5,995,400 -4.58 149,166 -23.44
2025-07-29 NP VHCIX - Vanguard Health Care Index 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 141,385 -1.10 3,505 -3.42
2025-03-25 NP BKSE - BNY Mellon US Small Cap Core Equity ETF 2,235 -16.98 82 -43.06
2025-08-11 13F Covestor Ltd 1,041 -47.98 0
2025-07-29 NP VRTGX - Vanguard Russell 2000 Growth 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 37,699 -4.65 935 -6.88
2025-08-27 NP NAESX - Vanguard Small-Cap 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 1,096,115 -2.28 27,271 -21.59
2025-08-11 13F Principal Securities, Inc. 0 -100.00 0
2025-08-13 13F Northern Trust Corp 434,468 -5.71 10,810 -24.35
2025-06-25 NP FHLC - Fidelity MSCI Health Care 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 20,051 -2.16 625 -17.35
2025-08-14 13F Bank Of America Corp /de/ 86,492 -13.92 2,152 -30.95
2025-08-07 13F ProShare Advisors LLC 9,121 -9.87 227 -27.80
2025-05-13 13F State of New Jersey Common Pension Fund D 0 -100.00 0 -100.00
2025-05-15 13F Aquatic Capital Management LLC 0 -100.00 0
2025-08-04 13F Strs Ohio 0 -100.00 0
2025-06-23 NP PSSMX - SmallCap S&P 600 Index Fund R-3 40,374 -5.22 1,258 -19.87
2025-05-14 13F Van Hulzen Asset Management, LLC 0 -100.00 0
2025-08-14 13F Stifel Financial Corp 13,409 -1.59 334 -21.09
2025-07-31 13F Nisa Investment Advisors, Llc 528 -19.51 13 -35.00
2025-08-14 13F Citadel Advisors Llc Put 31,800 -68.55 791 -74.77
2025-05-14 13F Loomis Sayles & Co L P 0 -100.00 0
2025-08-14 13F Citadel Advisors Llc 183,890 -34.40 4,575 -47.37
2025-08-07 13F Illumine Investment Management, LLC 0 -100.00 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 6,612 -1.58 165 -21.15
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 105 -70.00 3 -75.00
2025-08-13 13F ExodusPoint Capital Management, LP 8,075 -69.05 0
2025-07-29 NP VIOG - Vanguard S&P Small-Cap 600 Growth 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 50,086 -6.97 1,242 -9.15
2025-08-08 13F Larson Financial Group LLC 89 -2.20 2 0.00
2025-08-13 13F EverSource Wealth Advisors, LLC 0 -100.00 0
2025-08-14 13F Boston Private Wealth Llc 0 -100.00 0
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 6,249 -3.99 155 -22.89
2025-05-29 NP USVM - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 0 -100.00 0 -100.00
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 53,817 -4.67 1,677 -19.41
2025-08-26 13F/A Thrivent Financial For Lutherans 30,522 -0.03 1
2025-08-12 13F Pathstone Holdings, LLC 11,287 -14.19 281 -31.20
2025-05-05 13F Lindbrook Capital, Llc 92 -4.17 3 -33.33
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 22,069 -8.09 549 -26.21
2025-05-14 13F Campbell & CO Investment Adviser LLC 0 -100.00 0
2025-08-27 NP VISGX - Vanguard Small-Cap Growth 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 610,349 -2.83 15,185 -22.04
2025-08-14 13F CIBC World Markets Inc. 0 -100.00 0
2025-08-13 13F Centiva Capital, LP 8,428 -21.12 210 -36.86
2025-08-27 NP RYWAX - S&P SmallCap 600 Pure Growth Fund Class H 666 -10.84 17 -30.43
2025-08-12 13F Corebridge Financial, Inc. 0 -100.00 0
2025-08-27 NP JNL SERIES TRUST - JNL Small Cap Index Fund (I) 71,475 -2.45 1,778 -21.74
2025-07-23 13F Steel Peak Wealth Management LLC 538,176 -5.28 13,390 -24.01
2025-08-28 NP MMTM - SPDR S&P 1500 Momentum 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 17 -91.28 0 -100.00
2025-08-05 13F Bank of New York Mellon Corp 251,920 -0.53 6,268 -20.20
2025-05-30 NP STXK - Strive Small-Cap ETF 0 -100.00 0 -100.00
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 9,030 -10.28 281 -24.26
2025-05-15 13F Qube Research & Technologies Ltd 0 -100.00 0
2025-03-31 NP FOCSX - Fidelity Small Cap Growth 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 42,182 -79.19 1,555 -85.73
2025-08-13 13F First Trust Advisors Lp 20,218 -49.56 503 -59.50
2025-08-06 13F True Wealth Design, LLC 0 -100.00 0
2025-08-26 NP XJR - iShares ESG Screened S&P 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 3,256 -7.39 81 -25.69
2025-08-12 13F American Century Companies Inc 42,116 -48.89 1,048 -59.02
2025-05-13 13F HighTower Advisors, LLC 0 -100.00 0
2025-08-14 13F Susquehanna International Group, Llp 54,572 -2.82 1,358 -22.06
2025-07-10 13F Global Financial Private Client, LLC 0 -100.00 0
2025-08-28 NP SSMHX - State Street Small/mid Cap Equity Index Portfolio 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 14,073 -11.90 350 -29.29
2025-03-31 NP FCPGX - Fidelity Small Cap Growth 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 95,567 -80.72 3,524 -86.78
2025-08-01 13F Teacher Retirement System Of Texas 39,189 -10.07 975 -27.83
2025-08-14 13F Aqr Capital Management Llc 0 -100.00 0
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 13,431 -0.95 334 -20.48
2025-05-15 13F Sherbrooke Park Advisers Llc 0 -100.00 0
2025-05-15 13F Aster Capital Management (DIFC) Ltd 0 -100.00 0
2025-05-12 13F Prestige Wealth Management Group LLC 0 -100.00 0
2025-05-13 13F Keebeck Alpha, LP 0 -100.00 0 -100.00
2025-08-26 NP IJR - iShares Core S&P 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 2,474,650 -3.64 61,569 -22.69
2025-08-26 NP IHF - iShares U.S. Healthcare Providers ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 43,490 -3.51 1,082 -22.55
2025-05-05 13F Hollencrest Capital Management 0 -100.00 0 -100.00
2025-08-12 13F Legal & General Group Plc 116,818 -3.91 2,906 -22.90
2025-07-28 13F Allianz Asset Management GmbH 0 -100.00 0
2025-08-13 13F Hsbc Holdings Plc 0 -100.00 0
2025-06-25 NP DISSX - BNY Mellon Smallcap Stock Index Fund Investor Shares 28,034 -13.56 874 -26.95
2025-08-28 NP SLYG - SPDR(R) S & P 600 Small Cap Growth 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 208,203 -4.02 5,180 -22.99
2025-08-11 13F Premier Fund Managers Ltd 0 -100.00 0
2025-08-13 13F Invesco Ltd. 240,153 -17.77 5,975 -34.02
2025-07-28 NP PSCH - Invesco S&P SmallCap Health Care 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 43,508 -6.99 1,079 -9.18
2025-06-23 NP SGPIX - Small-cap Growth Profund Investor Class 253 -0.78 8 -22.22
2025-07-28 NP SAA - ProShares Ultra SmallCap600 721 -15.77 18 -19.05
2025-08-04 13F Amalgamated Bank 11,916 -0.39 0
2025-05-29 NP CSF - VictoryShares US Discovery Enhanced Volatility Wtd ETF 0 -100.00 0 -100.00
2025-08-08 13F KBC Group NV 1,402 -44.58 0
2025-08-01 13F Bessemer Group Inc 0 -100.00 0
2025-08-28 NP IJT - iShares S&P Small-Cap 600 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 366,441 -3.43 9,117 -22.52
2025-08-12 13F Coldstream Capital Management Inc 0 -100.00 0
2025-08-13 13F Renaissance Technologies Llc 95,600 -49.34 2,379 -59.36
2025-08-13 13F Victory Capital Management Inc 14,356 -62.62 357 -70.00
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND IV - Health Care Portfolio Initial Class 90,000 -13.78 2,239 -30.81
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 730 -3.05 18 -5.26
2025-08-25 NP MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 5,375 -11.22 134 -28.88
2025-07-25 13F Stephens Consulting, LLC 0 -100.00 0
2025-07-15 13F Fifth Third Bancorp 136 -59.88 3 -70.00
2025-04-22 NP FSTBX - FEDERATED GLOBAL ALLOCATION FUND Class A Shares This fund is a listed as child fund of Federated Hermes, 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 184 -51.45 5 -75.00
2025-05-15 13F Prelude Capital Management, Llc 0 -100.00 0 -100.00
2025-08-28 NP SPSM - SPDR(R) Portfolio Small 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 353,366 -1.40 8,792 -20.89
2025-05-27 NP Brighthouse Funds Trust II - Loomis Sayles Small Cap Growth Portfolio Class A 0 -100.00 0 -100.00
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 4,635 -32.21 115 -34.10
2025-08-12 13F Swiss National Bank 85,944 -1.49 2,138 -20.96
2025-07-16 13F Highline Wealth Partners Llc 0 -100.00 0
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 1,382 -39.31 34 -51.43
2025-05-14 13F/A Group One Trading, L.p. 0 -100.00 0
2025-07-28 NP URTY - ProShares UltraPro Russell2000 3,150 -28.47 78 -29.73
2025-07-28 NP UWM - ProShares Ultra Russell2000 4,298 -18.74 107 -20.90
2025-08-14 13F Manufacturers Life Insurance Company, The 21,909 -8.51 545 -26.55
2025-08-28 NP IWO - iShares Russell 2000 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 357,985 -6.04 8,907 -24.62
2025-08-13 13F Quantbot Technologies LP 8,394 -64.74 209 -71.82
2025-08-07 13F Hughes Financial Services, LLC 0 -100.00 0
2025-08-14 13F Bellevue Group AG 0 -100.00 0
2025-08-27 NP VTMSX - Vanguard Tax-Managed Small-Cap 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 274,340 -3.40 6,826 -22.50
2025-07-30 13F D.a. Davidson & Co. 0 -100.00 0
2025-05-27 NP Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 5,616 -0.65 174 -2.25
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 0 -100.00 0 -100.00
2025-08-15 NP Royce Value Trust Inc 1,155 -82.80 29 -86.54
2025-07-15 13F SJS Investment Consulting Inc. 0 -100.00 0
2025-08-26 NP NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 7,157 -5.53 178 -23.93
Other Listings
DE:3AM € 19.90
US:ASTH US$ 29.70
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