DE:FU5 / Fulton Financial Corporation - Pemilikan Institusi - Pembeli

Fulton Financial Corporation
DE ˙ DB ˙ US3602711000
€16.30 ↑0.30 (1.88%)
2025-09-05
HARGA SAHAM
Pemilikan Institusi dan Dana - Pembeli

Pemegang utama yang telah membuka kedudukan baru dalam Fulton Financial Corporation termasuk CIBC World Markets Inc., Bridgewater Associates, LP, SDVD - FT Vest SMID Rising Dividend Achievers Target Income ETF, Horizon Investments, LLC, Susquehanna Portfolio Strategies, LLC, PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF, Atlantic Union Bankshares Corp, Glenmede Investment Management, LP, SummitTX Capital, L.P., Axq Capital, Lp, DRW Securities, LLC, Paragon Capital Management Ltd, THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A, Envestnet Portfolio Solutions, Inc., Clear Street Markets Llc, WSML - iShares MSCI World Small-Cap ETF, Westside Investment Management, Inc., Accent Capital Management, LLC, Twin Peaks Wealth Advisors, LLC, dan Annis Gardner Whiting Capital Advisors, LLC .

Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.

Tingkatkan untuk membuka data premium.

Tarikh Fail Sumber Pelabur Jenis Purata Harga
(Ang)		 Saham ΔSaham
(%)		 Nilai
Dilaporkan
($1000)		 Δ Nilai
(%)		 Peruntukan Port
(%)
2025-08-27 NP AAHYX - Thrivent Diversified Income Plus Fund Class A 2,383 25.03 43 23.53
2025-08-13 13F Edgestream Partners, L.P. 443,233 47.23 7,996 46.83
2025-08-12 13F MAI Capital Management 1,046 17.00 19 12.50
2025-08-06 13F Savant Capital, LLC 29,634 50.75 535 50.42
2025-08-05 13F Bank Of Montreal /can/ 28,483 1.52 514 1.18
2025-07-09 13F Byrne Asset Management LLC 3,561 10.69 64 10.34
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 452,265 3.19 7,544 -15.38
2025-08-14 13F DRW Securities, LLC 12,813 231
2025-08-13 13F Norges Bank 2,096,084 37,813
2025-08-14 13F Mml Investors Services, Llc 32,018 6.32 1
2025-08-27 NP RYKIX - Banking Fund Investor Class 10,603 8.17 191 7.91
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 46,736 7.50 780 -11.88
2025-08-14 13F Raymond James Financial Inc 88,351 0.85 1,594 0.57
2025-08-13 13F Brown Advisory Inc 109,305 0.12 1,972 -0.15
2025-08-26 NP FDL - First Trust Morningstar Dividend Leaders Index Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 261,262 4,713
2025-08-13 13F New York State Common Retirement Fund 545,945 0.37 10 0.00
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 113,662 104.37 1,896 67.55
2025-07-15 13F Fortitude Family Office, LLC 51 1
2025-08-12 13F Clear Street Markets Llc 3,383 61
2025-07-24 13F Us Bancorp \de\ 3,892 17.44 70 18.64
2025-08-08 13F Cetera Investment Advisers 26,049 12.45 470 11.93
2025-08-14 13F Twinbeech Capital Lp 28,319 81.45 511 80.85
2025-07-24 13F IFP Advisors, Inc 641 1,967.74 27
2025-08-13 13F Bridgewater Associates, LP 139,885 2,524
2025-08-04 13F Assetmark, Inc 301 5
2025-08-14 13F UBS Group AG 453,200 55.32 8,176 54.89
2025-07-24 13F Ronald Blue Trust, Inc. 6,201 8.26 112 7.77
2025-08-14 13F EJF Capital LLC 22,686 2.63 409 2.51
2025-08-14 13F Group One Trading, L.p. Put 200 100.00 4 200.00
2025-07-17 13F DiNuzzo Private Wealth, Inc. 37 8.82 1
2025-07-25 13F Yousif Capital Management, Llc 67,586 0.68 1,219 0.41
2025-06-30 NP NSFDX - Natixis Sustainable Future 2020 Fund Class N 151 7.09 3 0.00
2025-08-14 13F Xponance, Inc. 14,213 3.18 256 2.81
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 22,373 55.16 373 27.30
2025-04-28 NP BFOR - Barron's 400 ETF 19,838 1.21 393 -6.87
2025-08-14 13F Aqr Capital Management Llc 218,830 55.46 3,948 56.94
2025-08-26 NP PRISX - T. Rowe Price Financial Services Fund, Inc. 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 385,700 12.45 6,958 12.15
2025-08-12 13F Entropy Technologies, LP 15,088 272
2025-08-25 NP AIRR - First Trust RBA American Industrial Renaissance(TM) 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 2,260,441 19.62 40,778 19.29
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 64,387 50.57 1,074 23.48
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 15,838 43.86 264 18.39
2025-08-14 13F Two Sigma Investments, Lp 20,313 366
2025-08-13 13F Invesco Ltd. 1,240,920 4.64 22,386 4.35
2025-08-11 13F Martingale Asset Management L P 88,979 178.62 1,605 178.16
2025-08-14 13F Mercer Global Advisors Inc /adv 48,786 0.31 880 0.11
2025-08-14 13F Citadel Advisors Llc 3,654,220 114.63 65,922 114.04
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 56,995 19.83 1,028 19.53
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 18,051 30.89 326 30.52
2025-08-14 13F Interval Partners, LP 397,315 7,168
2025-06-25 NP SDVD - FT Vest SMID Rising Dividend Achievers Target Income ETF 92,105 1,536
2025-08-14 13F Susquehanna Portfolio Strategies, LLC 64,797 1,169
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 382,531 2.97 6,901 2.68
2025-06-30 NP NSFMX - Natixis Sustainable Future 2060 Fund Class N 1,224 16.13 20 -4.76
2025-08-08 13F/A Sterling Capital Management LLC 4,931 57.39 89 57.14
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 114,503 11.70 1,910 -8.40
2025-07-25 13F CBOE Vest Financial, LLC 167,681 100.75 3,025 100.13
2025-07-24 NP HSMNX - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 71,033 86.28 1,225 49.03
2025-08-13 13F First Trust Advisors Lp 5,626,858 42.44 101,509 42.04
2025-08-27 NP RYDEX VARIABLE TRUST - Banking Fund Variable Annuity 2,338 84.53 42 90.91
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 32,801 8.20 547 -11.20
2025-08-14 13F Price T Rowe Associates Inc /md/ 563,776 10.40 10 11.11
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 931 1.86 17 0.00
2025-07-08 13F Rise Advisors, LLC 28 1
2025-08-14 13F Ambassador Advisors, LLC 36,319 0.09 655 -0.15
2025-08-07 13F Campbell & CO Investment Adviser LLC 51,980 938
2025-08-11 13F HighTower Advisors, LLC 67,446 5.93 1,217 5.65
2025-08-11 13F Covestor Ltd 4,196 804.31 0
2025-08-14 13F Wells Fargo & Company/mn 134,587 5.79 2,428 5.48
2025-07-29 NP ISMD - Inspire Small/Mid Cap Impact ETF 19,734 0.42 340 -12.60
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 83,020 1.97 1,385 -16.43
2025-07-17 13F Eagle Wealth Strategies Llc 95,438 0.21 1,722 -0.06
2025-06-30 NP NSFOX - Natixis Sustainable Future 2065 Fund Class N 305 9.71 5 0.00
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 31,584 2.13 570 1.79
2025-08-14 13F Rafferty Asset Management, LLC 191,470 3.41 3,454 3.14
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 9,616 6.70 173 6.13
2025-05-27 NP CRIAX - CRM SMALL/MID CAP VALUE FUND INSTITUTIONAL 174,084 101.48 3,149 89.13
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 11,347 205
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 21,587 2.58 389 2.37
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 745,521 5.70 12,435 -13.31
2025-08-26 NP QABA - First Trust NASDAQ ABA Community Bank Index Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 116,018 6.08 2,093 5.76
2025-08-08 13F Crossmark Global Holdings, Inc. 11,642 1.25 210 1.45
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 35,595 19.79 594 -1.82
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 14,268 9.82 257 9.36
2025-04-25 NP BLUIX - BLUEPRINT GROWTH FUND Institutional Class 3,752 74
2025-08-14 13F Quantinno Capital Management LP 13,883 250
2025-05-15 13F Glenmede Trust Co Na 22,145 4.70 401 -1.72
2025-08-13 13F EverSource Wealth Advisors, LLC 1,662 373.50 30 383.33
2025-06-26 NP AALGX - Thrivent Global Stock Fund Class A 11,825 28.70 197 5.91
2025-08-06 13F True Wealth Design, LLC 175 8,650.00 3
2025-07-22 NP FSCC - Federated Hermes MDT Small Cap Core ETF 2,088 0.97 36 -10.00
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 137,400 2.69 2,479 2.40
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 84,523 1.85 1,525 1.53
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 49 2.08 1
2025-06-30 NP NSFLX - Natixis Sustainable Future 2055 Fund Class N 1,508 16.99 25 -3.85
2025-08-26 NP Profunds - Profund Vp Small-cap Value 2,104 0.05 38 -2.63
2025-08-14 13F Wealth Preservation Advisors, LLC 3,366 1.17 61 0.00
2025-08-12 13F American Century Companies Inc 2,859,152 10.00 51,579 9.70
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 5,660 22.59 94 1.08
2025-08-05 13F Westside Investment Management, Inc. 466 9
2025-08-14 13F Balyasny Asset Management Llc 1,223,333 22,069
2025-07-24 13F CWM Advisors, LLC 21,551 13.18 389 12.79
2025-08-14 13F Goldman Sachs Group Inc 1,355,791 24.01 24,458 23.66
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 20,631 2.54 344 -15.89
2025-07-16 13F Paragon Capital Management Ltd 11,991 216
2025-08-13 13F Arrowstreet Capital, Limited Partnership 66,235 1,195
2025-08-27 13F/A Squarepoint Ops LLC 35,864 647
2025-08-12 13F Franklin Resources Inc 51,769 12.96 934 12.55
2025-08-14 13F California State Teachers Retirement System 168,191 0.23 3,034 -0.03
2025-08-08 13F Pnc Financial Services Group, Inc. 33,762 8.08 609 7.79
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 1,806 25.07 33 23.08
2025-08-13 13F Federated Hermes, Inc. 250,036 0.75 4,511 0.47
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 41,807 8.05 754 7.87
2025-07-25 13F Hazlett, Burt & Watson, Inc. 43,047 21.97 1
2025-08-14 13F Ubs Asset Management Americas Inc 623,324 38.88 11,245 38.49
2025-08-08 13F Larson Financial Group LLC 26 116.67 0
2025-08-12 13F Rhumbline Advisers 534,735 2.69 9,647 2.41
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 54,552 3.01 910 -15.60
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Axq Capital, Lp 13,300 240
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-25 13F/A Neuberger Berman Group LLC 23,357 1.02 419 0.72
2025-08-12 13F Proequities, Inc. 0 0
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 17,114 12.00 309 11.59
2025-09-04 13F/A Advisor Group Holdings, Inc. 33,372 0.75 602 0.50
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 82,891 5.29 1,495 4.99
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 36,098 0.61 623 -12.52
2025-06-27 NP RSSL - Global X Russell 2000 ETF 110,297 6.58 1,840 -12.60
2025-08-13 13F Walleye Capital LLC Call 6,100 110
2025-07-31 13F Quest Partners LLC 138,512 771.64 2,499 770.38
2025-08-19 13F State of Wyoming 1,680 30
2025-07-28 13F New York State Teachers Retirement System 241,035 0.04 4 0.00
2025-08-13 13F Walleye Capital LLC 4,826 87
2025-06-30 NP PRFZ - Invesco FTSE RAFI US 1500 Small-Mid 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 57,505 959
2025-06-25 NP FNCL - Fidelity MSCI Financials Index ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 42,736 0.94 713 -17.31
2025-08-13 13F Victory Capital Management Inc 625,905 7.10 11,291 6.81
2025-07-16 13F State of Alaska, Department of Revenue 108,186 7.23 2 0.00
2025-07-17 13F Raleigh Capital Management Inc. 32 1
2025-08-14 13F Schonfeld Strategic Advisors LLC 49,723 897
2025-06-25 NP TASVX - PGIM QMA SMALL-CAP VALUE FUND Class Z 81,000 73.45 1,351 42.36
2025-08-11 13F Principal Securities, Inc. 2,126 48.67 38 40.74
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 428 1.90 8 0.00
2025-08-29 NP STXK - Strive Small-Cap ETF 5,676 3.58 102 3.03
2025-08-14 13F CIBC World Markets Inc. 282,936 5,104
2025-06-26 NP THMAX - Thrivent Moderate Allocation Fund Class A 22,439 7.27 374 -12.00
2025-08-14 13F Susquehanna International Group, Llp Call 13,600 245
2025-08-14 13F Susquehanna International Group, Llp Put 17,000 307
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 4,388,840 3.69 79,175 3.40
2025-05-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 175,918 4.62 3,182 -1.82
2025-07-30 NP IUSCX - Fisher Investments Institutional Group U.S. Small Cap Equity Fund 120 18.81 2 0.00
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 3,365 9.93 61 9.09
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 335,806 0.85 5,793 -12.23
2025-08-14 13F Voloridge Investment Management, Llc 440,696 5.53 7,950 5.24
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 103,400 0.14 1,784 -12.85
2025-08-06 13F SOUTH STATE Corp 10 0
2025-08-14 13F Man Group plc 166,064 4.64 2,996 4.36
2025-07-21 13F Ameritas Advisory Services, LLC 1,099 20
2025-03-31 NP BIVIX - Invenomic Fund Institutional Class shares 0 -100.00 0 -100.00
2025-08-13 13F MetLife Investment Management, LLC 108,368 1.18 1,955 0.88
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 27,957 1.80 504 1.61
2025-06-30 NP NSFFX - Natixis Sustainable Future 2030 Fund Class N 773 14.69 13 -7.69
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 10,295 186
2025-07-23 NP VYSGX - Voya Small Company Fund Class W 61,956 0.50 1,069 -12.53
2025-05-15 13F Texas Permanent School Fund 88,377 1,474
2025-08-26 NP SDVY - First Trust SMID Cap Rising Dividend Achievers 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 2,719,366 59.63 49,057 59.19
2025-07-09 13F Massmutual Trust Co Fsb/adv 142 3
2025-08-06 13F Commonwealth Equity Services, Llc 136,171 6.14 2 0.00
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 3,949 2.41 71 2.90
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 149,358 8.39 2,576 -5.68
2025-07-24 NP FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 997,437 0.77 17,206 -12.30
2025-06-26 NP TAAAX - Thrivent Aggressive Allocation Fund Class A 19,458 12.06 325 -8.22
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 1,618 28
2025-08-26 NP Profunds - Profund Vp Small-cap 417 1.96 8 0.00
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 15,637 19.65 282 19.49
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 64,549 11.52 1,077 -8.58
2025-08-22 NP FISVX - Fidelity Small Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 199,883 1.85 3,606 1.55
2025-07-23 13F Klp Kapitalforvaltning As 38,900 8.36 702 8.01
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 28,367 7.21 512 6.90
2025-08-04 13F IFG Advisory, LLC 16,626 0.04 300 -0.33
2025-07-28 NP SMDV - ProShares Russell 2000 Dividend Growers ETF 378,451 4.72 6,528 -8.85
2025-08-27 NP PIBAX - PGIM BALANCED FUND Class A 8,500 84.78 153 84.34
2025-07-15 13F Td Private Client Wealth Llc 8,402 0.30 152 0.00
2025-08-27 NP VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,888,021 2.22 106,220 1.93
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 9,492 22.62 171 22.14
2025-08-14 13F Glenmede Investment Management, LP 25,962 468
2025-08-14 13F Horizon Investments, LLC 73,705 1,316
2025-07-14 13F GAMMA Investing LLC 3,270 6.45 59 5.45
2025-08-12 13F Inceptionr Llc 27,766 496
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 48,633 5.77 877 5.54
2025-07-07 13F Versant Capital Management, Inc 789 126.07 14 133.33
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 749,808 15,446.51 13,527 676,200.00
2025-08-07 13F Parkside Financial Bank & Trust 736 57.94 13 62.50
2025-06-25 NP DGRO - iShares Core Dividend 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 431,216 212.25 7,193 156.13
2025-07-21 13F Qrg Capital Management, Inc. 128,144 10.62 2,312 10.31
2025-08-13 13F M&t Bank Corp 21,545 389
2025-08-04 13F Hantz Financial Services, Inc. 133 600.00 0
2025-08-12 13F LPL Financial LLC 31,071 96.63 561 96.49
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 52,970 19.96 956 19.67
2025-08-13 13F Guggenheim Capital Llc 14,605 14.99 263 14.85
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 18,207 23.83 328 23.77
2025-08-14 13F Bnp Paribas Arbitrage, Sa 19,453 37.75 351 37.25
2025-07-24 NP ONEQ - Fidelity Nasdaq Composite Index Tracking Stock This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 57,685 22.35 995 6.53
2025-08-28 NP SSSEX - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,307 0.02 96 0.00
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 23 0
2025-08-15 13F Morgan Stanley 1,538,398 0.68 27,753 0.41
2025-08-08 13F Kingsview Wealth Management, LLC 11,148 0.04 201 0.00
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 25,910 2.72 467 2.41
2025-08-12 13F Prudential Financial Inc 337,518 5.78 7,103 23.06
2025-08-27 NP PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 163,250 0.59 2,945 0.31
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 29,112 12.78 502 -1.76
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 37,594 3.56 718 9.45
2025-06-26 NP TMAAX - Thrivent Moderately Aggressive Allocation Fund Class A 33,300 7.70 555 -11.62
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 39,963 2.83 667 -15.70
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 31,445 11.50 567 11.18
2025-08-29 NP DHS - WisdomTree U.S. High Dividend Fund N/A 102,968 2.00 1,858 1.70
2025-08-14 13F Smartleaf Asset Management LLC 3,746 0.13 68 0.00
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 747 1.63 12 -14.29
2025-08-12 13F Public Sector Pension Investment Board 620,113 7.38 11,187 7.08
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 4,237 8.31 76 8.57
2025-08-07 13F Accent Capital Management, LLC 423 8
2025-07-29 13F Private Trust Co Na 954 17
2025-08-14 13F D. E. Shaw & Co., Inc. 26,959 486
2025-08-14 13F/A Barclays Plc 415,622 40.31 7 40.00
2025-08-14 13F Verition Fund Management LLC 630,195 11,369
2025-08-12 13F SRS Capital Advisors, Inc. 91,902 0.85 1,761 6.80
2025-08-14 13F Ieq Capital, Llc 48,937 282.77 883 281.82
2025-08-14 13F SummitTX Capital, L.P. 15,580 281
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 379,452 4.60 6,329 -14.22
2025-08-28 NP CBHAX - Victory Market Neutral Income Fund Class A 447,862 13.63 8,079 13.31
2025-06-26 NP DFUV - Dimensional US Marketwide Value ETF 145,784 0.18 2,432 -17.84
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 99 2
2025-08-01 13F Teacher Retirement System Of Texas 43,627 42.20 787 41.80
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 258,971 7.49 4,467 -6.45
2025-08-12 13F Legal & General Group Plc 492,204 0.76 8,879 0.49
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 1,356 25.09 24 26.32
2025-06-26 NP TCAAX - Thrivent Moderately Conservative Allocation Fund Class A 4,260 5.29 71 -13.41
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 4,878 25.62 88 24.29
2025-08-14 13F Royal Bank Of Canada 227,530 3.09 4,103 2.78
2025-08-25 NP LVHD - Legg Mason Low Volatility High Dividend ETF 47,068 5.85 849 5.60
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 256 2.40 5 0.00
2025-08-13 13F Renaissance Technologies Llc 151,645 2,736
2025-08-14 13F Two Sigma Securities, Llc 24,584 443
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 911,127 9.54 15,717 -4.66
2025-07-29 NP EBI - Longview Advantage ETF 1,654 1,967.50 29 2,700.00
2025-07-28 13F BRYN MAWR TRUST Co 32,510 5.52 586 5.21
2025-05-22 NP ROSC - Hartford Multifactor Small Cap ETF 4,784 2.44 87 -4.44
2025-08-14 13F Alliancebernstein L.p. 700,635 19.63 12,639 19.29
2025-06-30 NP NSFKX - Natixis Sustainable Future 2050 Fund Class N 1,704 7.92 28 -12.50
2025-08-13 13F Jones Financial Companies Lllp 1,348 3.77 24 4.35
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 14,137 14.10 236 -6.75
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 2,251 0
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 170 3
2025-08-04 13F Keybank National Association/oh 28,748 1.08 519 0.78
2025-08-06 13F Fox Run Management, L.l.c. 23,659 44.45 427 43.92
2025-08-15 13F Kestra Advisory Services, LLC 21,118 0.04 381 -0.26
2025-06-30 NP NSFJX - Natixis Sustainable Future 2045 Fund Class N 1,632 17.24 27 -3.57
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 46,674 7.11 842 6.73
2025-08-06 13F Atlantic Union Bankshares Corp 48,278 871
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 22,235 0.00 0
2025-06-30 NP NSFHX - Natixis Sustainable Future 2040 Fund Class N 1,510 5.15 25 -13.79
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 30,646 2.45 529 -10.81
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 123,137 8.09 2,124 -5.89
2025-08-15 13F Tower Research Capital LLC (TRC) 19,204 215.34 346 214.55
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 12,374 3.76 223 3.72
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 907 1.45 15 -16.67
2025-06-30 NP NSFGX - Natixis Sustainable Future 2035 Fund Class N 954 8.41 16 -11.76
2025-08-28 NP IWN - iShares Russell 2000 Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,643,524 0.99 29,649 0.71
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 6,951 19.39 120 3.48
2025-07-28 NP HDG - ProShares Hedge Replication ETF 239 11.68 4 0.00
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 1,504 60.00 25 31.58
2025-07-22 13F HFM Investment Advisors, LLC 12 200.00 0
2025-08-28 NP SPDG - SPDR Portfolio S&P Sector Neutral Dividend ETF 200 25.79 4 50.00
2025-08-08 13F Geode Capital Management, Llc 4,587,133 1.10 82,760 0.81
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 33,526 2.69 559 -15.81
2025-08-26 13F/A Thrivent Financial For Lutherans 421,379 16.32 8 16.67
2025-08-12 13F XTX Topco Ltd 16,714 302
2025-08-08 13F Good Life Advisors, LLC 22,917 0.05 413 -0.24
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 1,844,509 2.86 30,766 -15.65
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 25,150 28.16 454 27.97
2025-08-26 NP Profunds - Profund Vp Small-cap Growth 1,959 2.03 35 2.94
2025-07-22 13F Bay Harbor Wealth Management, LLC 7 133.33 0
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 64,456 2.60 1,163 2.29
2025-07-18 13F Truist Financial Corp 25,173 0.25 454 0.00
2025-08-11 13F Rothschild Investment Llc 545 87.93 10 80.00
2025-08-28 NP TPSC - Timothy Plan US Small Cap Core ETF 26,761 9.64 483 9.30
2025-08-13 13F Arizona State Retirement System 53,145 1.78 959 1.48
Other Listings
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