MX:ADC / Agree Realty Corporation - Pemilikan Institusi - Pembeli

Agree Realty Corporation
MX ˙ BMV ˙ US0084921008
Pemilikan Institusi dan Dana - Pembeli

Pemegang utama yang telah membuka kedudukan baru dalam Agree Realty Corporation termasuk Westwood Holdings Group Inc, Brighthouse Funds Trust I - Clarion Global Real Estate Portfolio Class A, NBRIX - Neuberger Berman Real Estate Fund Institutional Class, Axa S.a., BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES, PHRAX - Virtus Duff & Phelps Real Estate Securities Fund Class A, WWLAX - Westwood Quality Value Fund A Class Shares, LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class, Twin Tree Management, LP, Susquehanna Portfolio Strategies, LLC, CFLGX - ClearBridge Tactical Dividend Income Fund Class A, JMOM - JPMorgan U.S. Momentum Factor ETF, Lmp Capital & Income Fund Inc., Worldquant Millennium Advisors Llc, VIRTUS VARIABLE INSURANCE TRUST - Virtus Duff & Phelps Real Estate Securities Series Class A, Elo Mutual Pension Insurance Co, BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A, Millennium Management Llc, Scientech Research LLC, dan WESPAC 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.

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Tarikh Fail Sumber Pelabur Jenis Purata Harga
(Ang)		 Saham ΔSaham
(%)		 Nilai
Dilaporkan
($1000)		 Δ Nilai
(%)		 Peruntukan Port
(%)
2025-08-04 13F Assetmark, Inc 22,283 40.98 1,628 33.36
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 6,006 452
2025-08-14 13F Utah Retirement Systems 5,722 4.80 418 -0.71
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 2,386 10.93 174 4.82
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 17,928 3.08 1,310 -2.46
2025-07-17 13F Greenleaf Trust 4,943 2.23 361 -3.22
2025-07-17 13F Raleigh Capital Management Inc. 7 1
2025-08-14 13F Atomi Financial Group, Inc. 3,804 2.70 278 -2.81
2025-08-12 13F HGI Capital Management, LLC 26,176 1,912
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 25,854 3.02 1,889 -2.53
2025-07-28 NP AVRE - Avantis Real Estate 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 35,684 18.61 2,687 21.04
2025-07-15 13F MCF Advisors LLC 485 0.62 35 -5.41
2025-07-31 13F Oppenheimer Asset Management Inc. 26,027 23.53 1,902 16.91
2025-08-22 NP RRRAX - DWS RREEF Real Estate Securities Fund Class A 510,776 6.75 37,317 1.04
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 48,995 4.95 3,803 12.25
2025-08-26 NP TLRSX - Real Estate Securities Fund 14,500 7.41 1,059 1.63
2025-08-08 13F/A Sterling Capital Management LLC 8,259 30.21 603 23.31
2025-08-15 13F CI Private Wealth, LLC 6,217 3.39 454 -2.16
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 18,967 2.07 1,386 -3.42
2025-08-14 13F Cubist Systematic Strategies, LLC 286,508 1,804.47 20,932 1,702.93
2025-08-11 13F United Capital Financial Advisers, Llc 3,193 233
2025-08-28 NP New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class 36,874 0.53 2,694 -4.84
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 496,698 4.87 36,289 -0.75
2025-07-28 13F Twin Tree Management, LP Call 31,300 2,287
2025-08-14 13F Sei Investments Co 641,225 9.37 46,848 3.52
2025-08-04 13F Presima Inc. 36,652 1.90 2,678 -3.57
2025-08-14 13F/A Skopos Labs, Inc. 2,182 1,631.75 159 1,666.67
2025-08-14 13F Quarry LP 3,341 196.45 244 183.72
2025-07-30 NP NETL - NetLease Corporate Real Estate ETF NETLease Corporate Real Estate ETF 45,450 11.33 3,422 13.61
2025-07-23 13F WESPAC Advisors, LLC 10,886 795
2025-08-11 13F Anb Bank 2,799 204
2025-08-12 13F J.w. Cole Advisors, Inc. 4,676 1.28 342 -4.21
2025-06-18 NP RAZAX - Multi-Asset Growth Strategy Fund Class A 4,603 108.19 357 123.13
2025-08-28 NP SSRSX - State Street Real Estate Securities 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 5,760 14.97 421 8.81
2025-08-26 NP IRMAX - Voya RussellTM Mid Cap Index Portfolio Class ADV 8,842 8.29 646 2.38
2025-08-12 13F Global Retirement Partners, LLC 592 36.41 43 43.33
2025-08-28 NP PZRMX - PIMCO Inflation Response Multi-Asset Fund Class A 8,809 15.11 644 8.98
2025-08-11 13F Nicola Wealth Management Ltd. 20,296 6.56 1,483 0.82
2025-07-25 13F Gw Henssler & Associates Ltd 3,002 219
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 539,032 1.20 39,382 -4.22
2025-08-07 13F Teachers Retirement System Of The State Of Kentucky 33,531 23.59 2 0.00
2025-08-13 13F Loomis Sayles & Co L P 331,336 2.61 24,207 100,762.50
2025-08-13 13F Dana Investment Advisors, Inc. 24,155 0.10 1,765 -5.26
2025-06-25 NP WMMRX - Wilmington Real Asset Fund Class A Shares 8,493 1.58 659 8.75
2025-06-26 NP PQCCX - PGIM QMA Mid-Cap Core Equity Fund Class R6 480 15.66 37 23.33
2025-07-30 13F DekaBank Deutsche Girozentrale 63,542 6.64 5 0.00
2025-08-01 13F Bessemer Group Inc 680 1.64 0
2025-05-15 13F/A Orion Portfolio Solutions, LLC 26,058 14.22 2,011 25.14
2025-08-14 13F FJ Capital Management LLC 30,114 161.54 2,200 147.75
2025-08-07 13F HighPoint Advisor Group LLC 2,988 0.84 218 -4.80
2025-08-29 NP PRRSX - PIMCO RealEstateRealReturn Strategy Fund Institutional 21,316 17.20 1,557 10.98
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 4,227 47.28 328 57.69
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 10,058 5.39 781 12.72
2025-08-08 13F Atlantic Trust, LLC 246 272.73 18 240.00
2025-07-22 13F Gsa Capital Partners Llp 33,644 219.48 2
2025-08-08 13F Hartland & Co., LLC 304 83.13 22 83.33
2025-08-21 NP MXREX - Great-West Real Estate Index Fund Investor Class 108,822 15.07 7,951 8.90
2025-08-28 NP ITOT - iShares Core S&P Total U.S. Stock Market ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 114,347 6.77 8,354 1.06
2025-07-21 13F Cromwell Holdings LLC 18 1
2025-07-17 13F Catalytic Wealth RIA, LLC 4,410 322
2025-05-22 NP HDUS - Hartford Disciplined US Equity ETF 8,127 33.27 627 46.15
2025-08-13 13F First Trust Advisors Lp 74,203 46.82 5,421 38.96
2025-08-08 13F Cetera Investment Advisers 32,022 4.40 2,340 -1.18
2025-07-14 13F UMA Financial Services, Inc. 114 4.59 8 0.00
2025-08-13 13F Ceredex Value Advisors LLC 191,550 15.82 13,995 9.63
2025-08-05 13F Corton Capital Inc. 3,359 245
2025-06-27 NP TWSMX - Strategic Allocation: Moderate Fund Investor 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 2,770 9.66 215 16.94
2025-08-14 13F DoubleLine ETF Adviser LP 6,471 8.21 473 2.39
2025-06-25 NP DRLAX - BNY Mellon Global Real Estate Securities Fund Class A 56,900 30.00 4,416 39.04
2025-08-08 13F Ontario Teachers Pension Plan Board 9,267 677
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 368,423 7.10 26,917 1.37
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 153,970 12.71 11,594 15.00
2025-08-14 13F Zimmer Partners, LP 3,333 244
2025-08-14 13F Axa S.a. 88,680 6,479
2025-07-23 13F Louisiana State Employees Retirement System 30,900 3.00 2,258 -2.51
2025-08-07 13F ProShare Advisors LLC 4,868 6.75 356 1.14
2025-08-13 13F Mount Yale Investment Advisors, LLC 328 24
2025-07-25 NP SCHH - Schwab U.S. REIT 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 655,042 10.56 49,325 12.81
2025-06-26 NP FEQHX - Fidelity Hedged Equity Fund 4,362 25.16 339 34.13
2025-07-16 13F State of Alaska, Department of Revenue 65,357 4.87 5 0.00
2025-08-27 13F/A Squarepoint Ops LLC 96,510 69.51 7,051 60.47
2025-08-13 13F Systematic Financial Management Lp 327,724 1.10 23,944 -4.31
2025-08-29 NP WEQCX - Teton Westwood Equity Fund Class C 10,606 775
2025-08-13 13F Quantbot Technologies LP 204,731 4.75 14,958 -0.86
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 11,841 5.41 865 -0.23
2025-08-20 NP QMFNX - AQR MS Fusion Fund Class N 52 4
2025-07-28 13F New York State Teachers Retirement System 114,582 0.53 8 0.00
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 31,327 144.21 2,431 161.40
2025-08-14 13F Hrt Financial Lp 295,414 99.90 22 90.91
2025-08-26 NP Spdr S&p Midcap 400 Etf Trust 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 862,178 0.89 62,991 -4.51
2025-06-23 NP MGPIX - Mid-cap Growth Profund Investor Class 155 51.96 12 71.43
2025-06-23 NP MDPIX - Mid-cap Profund Investor Class 393 28.85 30 36.36
2025-08-28 NP Principal Diversified Select Real Asset Fund 2,300 9.52 168 3.70
2025-08-27 NP QCGLRX - Global Equities Account Class R1 14,708 7.77 1,075 1.99
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 13,911 6.47 1,080 13.82
2025-08-14 13F Toroso Investments, LLC 6,583 481
2025-08-27 NP PJEAX - PGIM US Real Estate Fund Class A 87,217 7.48 6,372 1.74
2025-06-18 NP RRESX - Global Real Estate Securities Fund Class S 78,461 7.97 6,089 15.48
2025-08-26 NP Nuveen Real Asset Income & Growth 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 11,497 231.42 840 214.23
2025-08-28 NP RWO - SPDR(R) Dow Jones Global Real Estate 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 81,736 1.03 5,972 -4.37
2025-08-06 13F Phocas Financial Corp. 99,309 0.02 7,256 -5.34
2025-08-04 13F Creative Financial Designs Inc /adv 3,865 0.55 282 -4.73
2025-08-22 NP AAAAX - DWS RREEF Real Assets Fund Class A 305,328 15.31 22,307 9.14
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 18,049 9.97 1,401 17.55
2025-08-15 13F Adelante Capital Management LLC 427,610 15.37 31 10.71
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 44,969 113.41 3,490 128.25
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class 36,129 2,640
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 5,643 10.71 412 4.83
2025-06-25 NP FREL - Fidelity MSCI Real Estate 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 75,960 8.44 5,895 15.97
2025-06-25 NP MSSCX - AMG Frontier Small Cap Growth Fund Class I 13,934 274.27 1,081 300.37
2025-08-14 13F Norinchukin Bank, The 5,233 5.95 382 0.26
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 73 5
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 107,114 5.90 7,826 0.23
2025-07-31 13F MQS Management LLC 8,587 627
2025-08-14 13F Farringdon Capital, Ltd. 8,384 613
2025-08-13 13F Arizona State Retirement System 31,330 5.51 2,289 -0.17
2025-08-26 NP IUSV - iShares Core S&P U.S. 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 52,110 0.86 3,807 -4.54
2025-08-14 13F Janus Henderson Group Plc 1,303,908 63.26 95,250 55.64
2025-08-14 13F Treasurer of the State of North Carolina 50,569 8.48 4 0.00
2025-06-03 13F/A First National Bank Of Omaha 36,070 6.70 2,784 30.83
2025-08-28 NP FREAX - Nuveen Real Estate Securities Fund Class A 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 372,232 5.96 27,195 0.29
2025-06-17 NP GRASX - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares 85,303 89.47 6,620 102.63
2025-06-18 NP RMYAX - Multi-Strategy Income Fund Class A 2,382 98.67 185 111.49
2025-05-28 NP Nuveen Multi-Asset 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 10,300 35.53 795 48.60
2025-08-14 13F Balyasny Asset Management Llc 1,235,483 3.38 90,264 -2.15
2025-08-26 NP Profunds - Profund Vp Mid-cap Growth 411 11.68 30 7.14
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 15,440 5.81 1,198 13.23
2025-08-08 13F Avantax Advisory Services, Inc. 7,862 13.32 574 7.29
2025-08-13 13F Northern Trust Corp 1,627,506 5.23 118,906 -0.40
2025-06-24 NP GQRE - FlexShares Global Quality Real Estate 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 59,488 4.63 4,617 11.88
2025-08-12 13F Swiss National Bank 204,982 2.24 14,976 -3.23
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 100,604 2,854.60 7,350 2,705.34
2025-08-11 13F Strategic Wealth Partners, Ltd. 26 2
2025-08-12 13F Nuveen, LLC 1,692,526 85.74 123,656 90.95
2025-06-26 NP MSTVX - Morningstar Alternatives Fund -19
2025-07-23 13F Citizens National Bank Trust Department 19,416 10.88 1,419 4.96
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 61,698 2.84 4,788 9.99
2025-08-11 13F Symphony Financial, Ltd. Co. 7,813 571
2025-08-08 13F Wealth Quarterback LLC 3,298 241
2025-08-14 13F Qube Research & Technologies Ltd 206,603 15,094
2025-04-25 13F Smallwood Wealth Investment Management, LLC 200 15
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Real Estate Fund Standard Class 73,044 43.31 5,337 35.64
2025-08-14 13F Hazelview Securities Inc. 305,233 6.46 21,788 -1.55
2025-08-18 13F/A Westwood Holdings Group Inc 894,825 65,376
2025-08-13 13F First National Advisers, LLC 7,967 6.31 582 0.69
2025-08-27 NP VBINX - Vanguard Balanced 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 67,733 3.99 4,949 -1.57
2025-07-25 NP FNDA - Schwab Fundamental U.S. Small Company Index ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 95,476 0.85 7,189 2.91
2025-07-30 13F Whittier Trust Co 318 40.09 23 35.29
2025-08-28 NP CSEIX - Cohen & Steers Real Estate Securities Fund Class A 2,410,384 17.05 176,103 10.79
2025-07-30 13F Securian Asset Management, Inc 8,362 2.87 611 -2.71
2025-07-24 NP BDSIX - BlackRock Advantage Small Cap Core Fund Institutional Shares This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 159,892 687.22 12,040 695.18
2025-08-28 NP MDYV - SPDR(R) S & P 400 Mid Cap Value 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 111,698 1.30 8,161 -4.12
2025-08-25 NP LVHD - Legg Mason Low Volatility High Dividend ETF 44,486 24.88 3,250 18.22
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 1,694,627 2.82 123,809 -2.68
2025-07-25 NP SCHK - Schwab 1000 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 7,968 4.64 600 6.77
2025-08-29 NP JAMVX - Janus Henderson Mid Cap Value Portfolio Service Shares 34,133 4.85 2,494 -0.76
2025-08-14 13F Aristotle Capital Boston, LLC 249,869 4.21 18,255 -1.37
2025-06-26 NP BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 74,653 5,794
2025-08-04 13F Amalgamated Bank 50,066 2.72 4 0.00
2025-08-26 NP TRMNX - T. Rowe Price Mid-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 6,229 4.04 455 -1.52
2025-08-12 13F Clearbridge Investments, LLC 151,732 11,086
2025-08-04 13F Hantz Financial Services, Inc. 1,986 580.14 0
2025-06-27 NP ARYVX - Global Real Estate Fund Investor 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 199,079 73.93 15,451 86.01
2025-08-26 NP GREIX - Goldman Sachs Real Estate Securities Fund Institutional 16,607 16.25 1,213 10.07
2025-07-14 13F GAMMA Investing LLC 3,112 14.92 227 8.61
2025-08-12 13F Franklin Resources Inc 163,756 35.39 11,964 28.15
2025-08-15 13F Great West Life Assurance Co /can/ 235,833 7.59 17 6.25
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 31,868 4.96 2,473 12.26
2025-08-21 NP MXLSX - Great-West Loomis Sayles Small Cap Value Fund Investor Class 41,275 8.90 3,016 3.08
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 21,320 1.24 1,558 -4.18
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 19,794 11.20 1,536 18.98
2025-08-28 NP New Age Alpha Variable Funds Trust - NAA SMID-CAP VALUE SERIES 16,519 3.08 1,207 -2.43
2025-08-14 13F Glenmede Investment Management, LP 262 19
2025-08-14 13F Point72 Asset Management, L.P. 24,655 303.65 1,801 282.38
2025-08-14 13F Aqr Capital Management Llc 327,755 16.99 23,677 9.49
2025-08-08 13F Vestcor Inc 21,845 2
2025-08-26 NP Nuveen Real Estate 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 65,530 133.87 4,788 121.42
2025-08-14 13F Worldquant Millennium Advisors Llc 18,864 1,378
2025-05-27 NP Brighthouse Funds Trust I - Clarion Global Real Estate Portfolio Class A 209,412 16,165
2025-08-13 13F Bank Of Nova Scotia 85,652 1,863.14 6,257 1,762.20
2025-07-28 NP NBRIX - Neuberger Berman Real Estate Fund Institutional Class 180,489 13,591
2025-08-14 13F Citadel Advisors Llc 735,146 143.33 53,710 130.31
2025-08-14 13F Citadel Advisors Llc Call 42,700 5.43 3,120 -0.22
2025-05-27 NP FWATX - Fidelity Advisor Multi-Asset Income Fund Class A 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 45,200 2.03 3,489 11.79
2025-08-14 13F Citadel Advisors Llc Put 29,600 34.55 2,163 27.33
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 586,025 3.71 44,128 5.82
2025-08-14 13F Prelude Capital Management, Llc 7,570 553
2025-08-26 NP TIREX - TIAA-CREF Real Estate Securities Fund Institutional Class 625,000 8.70 45,662 2.88
2025-08-06 13F Rialto Wealth Management, LLC 20 53.85 1 0.00
2025-08-06 13F Ethos Financial Group, LLC 7,639 16.55 558 10.50
2025-08-26 NP SMIG - AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF 403,296 15.35 29,465 9.18
2025-08-28 NP New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES 2,633 5.36 192 0.00
2025-03-19 NP NWHDX - Nationwide Bailard Cognitive Value Fund Class A 3,600 200.00 261 222.22
2025-08-19 NP RIFSX - Global Real Estate Securities Fund 221,160 5.90 16,158 0.23
2025-08-27 NP Jackson Real Assets Fund 12,379 83.91 904 74.18
2025-08-13 13F Jump Financial, LLC 208,252 169.92 15,215 155.48
2025-08-26 NP FRI - First Trust S&P REIT 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 14,419 0.58 1,053 -4.79
2025-06-25 NP WWLAX - Westwood Quality Value Fund A Class Shares 45,827 3,557
2025-08-12 13F Rhumbline Advisers 324,028 0.76 23,673 -4.63
2025-06-17 NP GSEQX - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 8,406 8.38 652 16.01
2025-07-23 13F High Note Wealth, LLC 63 3.28 5 0.00
2025-07-25 13F Oregon Public Employees Retirement Fund 22,454 3.22 1,640 -2.32
2025-08-14 13F Stifel Financial Corp 36,362 2.55 2,657 -2.92
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 4,464 3.93 346 11.25
2025-08-26 NP IJH - iShares Core 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 3,576,809 2.49 261,322 -2.99
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 85,404 3.68 6,240 -1.87
2025-08-14 13F Susquehanna Portfolio Strategies, LLC 26,085 1,906
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 73,810 0.65 5,393 -4.73
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 63,241 5.27 4,908 12.59
2025-08-26 NP PHRAX - Virtus Duff & Phelps Real Estate Securities Fund Class A 48,050 3,511
2025-06-26 NP DFREX - Dfa Real Estate Securities 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 604,640 5.73 46,926 13.07
2025-08-27 NP JNL SERIES TRUST - JNL/Heitman U.S. Focused Real Estate Fund (A) 18,780 39.07 1,372 31.67
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 61,296 3.74 4,616 5.85
2025-08-14 13F Bridgefront Capital, LLC 31,467 42.88 2,299 35.18
2025-06-23 NP MPSIX - MidCap S&P 400 Index Fund Institutional Class 44,556 2.10 3,458 9.19
2025-07-24 NP NEOS ETF Trust - NEOS Real Estate High Income ETF 3,992 220.39 301 229.67
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 16,958 10.78 1,316 18.56
2025-08-12 13F Inceptionr Llc 2,809 205
2025-08-13 13F Hsbc Holdings Plc 285,122 244.51 20,652 223.28
2025-08-05 13F Versor Investments LP 3,025 221
2025-08-21 NP MXMVX - Great-West Mid Cap Value Fund Investor Class 25,381 1,854
2025-08-27 NP RYHRX - Real Estate Fund Class H 249 1.22 18 0.00
2025-06-18 NP RTXAX - Tax-Managed Real Assets Fund Class A 164,857 5.62 12,795 12.95
2025-08-08 13F Oak Thistle LLC 17,106 73.03 1,250 63.70
2025-06-26 NP BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11,880 922
2025-06-25 NP CFLGX - ClearBridge Tactical Dividend Income Fund Class A This fund is a listed as child fund of Clearbridge, 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 21,600 1,676
2025-08-22 NP CAPE - DoubleLine Shiller CAPE U.S. Equities ETF 6,471 8.21 473 2.39
2025-08-13 13F Northwestern Mutual Wealth Management Co 580 158.93 42 147.06
2025-08-28 NP LGLV - SPDR SSGA US Large Cap Low Volatility Index ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 42,803 11.86 3,127 5.89
2025-08-06 13F Metis Global Partners, LLC 18,183 34.13 1,328 26.96
2025-08-29 NP DON - WisdomTree U.S. MidCap Dividend Fund N/A 135,432 0.07 9,895 -5.28
2025-08-26 NP IYR - iShares U.S. Real Estate 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 326,498 12.20 23,854 6.20
2025-08-13 13F Schroder Investment Management Group 252,559 7.60 18,452 2.92
2025-08-28 NP SPDG - SPDR Portfolio S&P Sector Neutral Dividend ETF 112 25.84 8 33.33
2025-08-14 13F Two Sigma Advisers, Lp 2,138,187 2.91 156,216 -2.59
2025-08-11 13F Nomura Asset Management Co Ltd 154,960 1.33 11,321 -4.08
2025-04-22 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 1,970 79.25 145 72.62
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Real Estate Securities Portfolio Class A 10,349 756
2025-07-25 NP SFREX - Schwab Fundamental Global Real Estate 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 1,260 5.09 95 6.82
2025-07-08 13F Parallel Advisors, LLC 1,891 7.50 138 2.22
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 2,692,785 0.63 196,735 -4.75
2025-08-26 NP PENN SERIES FUNDS INC - Real Estate Securities Fund 21,312 64.19 1,557 55.54
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 340,167 0.92 26,400 7.93
2025-08-08 13F M&G Plc 2,711 198
2025-08-04 13F Atria Investments Llc 12,733 2.50 930 -2.92
2025-08-28 NP RAPAX - Cohen & Steers Real Assets Fund, Inc. Class A 128,288 20.64 9,373 14.18
2025-08-13 13F PharVision Advisers, LLC 5,654 413
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 26,700 1,891.05 1,951 2,066.67
2025-08-29 NP WEBCX - Teton Westwood Balanced Fund Class A 5,161 377
2025-08-28 NP WFIVX - Wilshire 5000 Index Fund Investment Class 525 19.86 38 15.15
2025-08-27 NP NGJAX - Nuveen Global Real Estate Securities Fund Class A 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 11,982 13.58 875 7.49
2025-08-14 13F Bank Of America Corp /de/ 951,096 26.37 69,487 19.61
2025-08-26 NP NMMGX - Multi-manager Global Real Estate Fund 9,505 694
2025-08-14 13F Engineers Gate Manager LP 35,593 513.36 2,600 481.66
2025-07-15 13F Public Employees Retirement System Of Ohio 259,974 0.73 18,994 -4.66
2025-08-13 13F Quadrant Capital Group Llc 16,211 0.79 1,184 -4.59
2025-07-09 13F Massmutual Trust Co Fsb/adv 1,011 10.49 74 4.29
2025-08-13 13F Federated Hermes, Inc. 15,196 13.28 1,110 7.25
2025-07-30 13F Ethic Inc. 10,473 18.34 758 11.32
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 776 13.12 57 7.69
2025-07-21 13F Lecap Asset Management Ltd 13,955 1,020
2025-08-26 NP PSGIX - Blackrock Advantage Small Cap Growth Fund Institutional This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,512 184
2025-08-12 13F Northwestern Mutual Investment Management Company, Llc 24,517 3.03 1,791 -2.45
2025-07-29 NP PTL - Inspire 500 ETF 2,329 16.92 175 19.05
2025-08-05 13F Mountain Hill Investment Partners Corp. 11 10.00 1
2025-08-08 13F Larson Financial Group LLC 1,690 209.52 123 192.86
2025-06-24 NP QABGX - Federated MDT Balanced 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 9,200 187.50 714 207.76
2025-08-13 13F Victory Capital Management Inc 109,148 4.09 7,974 -1.48
2025-08-14 13F Sophron Capital Management L.P. 352,401 98.10 25,746 87.50
2025-08-18 13F Geneos Wealth Management Inc. 144 13.39 11 11.11
2025-08-13 13F M&t Bank Corp 37,556 12.27 2,744 6.27
2025-08-12 13F Charles Schwab Investment Management Inc 1,780,620 5.03 130,092 -0.59
2025-08-14 13F FIL Ltd 2,031 148
2025-05-15 13F CAPROCK Group, Inc. 4,388 26.56 340 38.78
2025-08-11 13F Intrust Bank Na 12,326 22.46 901 15.98
2025-08-27 NP OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 19,940 0.56 1,457 -4.84
2025-07-14 13F Golden State Equity Partners 7,022 4.82 513 -0.77
2025-08-11 13F Great Lakes Advisors, Llc 65,146 11.52 4,760 5.54
2025-08-14 13F Nissay Asset Management Corp /japan/ /adv 16,197 6.57 1,183 0.85
2025-08-14 13F Point72 (DIFC) Ltd 5,173 378
2025-08-26 NP BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 18,176 1,328
2025-07-16 13F Signaturefd, Llc 10,714 7.51 783 1.69
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 632 49
2025-08-28 NP CSFAX - Cohen & Steers Global Realty Shares, Inc. Class A 308,123 25.25 22,511 18.55
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 446 6.19 35 13.33
2025-06-25 NP WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio 67,288 37.11 5,222 46.64
2025-08-29 NP Total Income (plus) Real Estate Fund 88,738 6.13 6,483 0.45
2025-08-11 13F NewEdge Wealth, LLC 3,476 6.59 257 1.99
2025-08-08 13F Creative Planning 87,936 6.95 6,425 1.23
2025-08-26 NP Profunds - Profund Vp Mid-cap Value 463 14.32 34 6.45
2025-06-26 NP JHMM - John Hancock Multifactor Mid Cap ETF 42,303 10.16 3,283 17.84
2025-08-14 13F Susquehanna International Group, Llp Put 23,700 16.18 1,732 9.97
2025-08-28 NP SSBIX - State Street Balanced Index Fund Class K 663 8.51 48 2.13
2025-08-13 13F Natixis Advisors, L.p. 121,757 20.56 9 14.29
2025-06-24 NP SWTSX - Schwab Total Stock Market 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 51,420 6.20 3,991 13.58
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 20 2
2025-08-19 NP Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 8,362 2.87 611 -2.71
2025-07-24 13F IFP Advisors, Inc 940 69
2025-08-14 13F Gotham Asset Management, LLC 83,407 257.30 6,094 238.31
2025-08-14 13F Millennium Management Llc 935,322 7.34 68,335 1.60
2025-08-14 13F Millennium Management Llc Put 11,300 826
2025-08-12 13F LPL Financial LLC 45,294 2.39 3,309 -3.08
2025-08-27 NP VANGUARD VARIABLE INSURANCE FUNDS - Real Estate Index Portfolio 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 79,899 2.43 5,837 -3.06
2025-08-29 NP DHS - WisdomTree U.S. High Dividend Fund N/A 5,297 23.70 387 16.97
2025-08-20 NP QLFIX - AQR LSE Fusion Fund Class I 35 3
2025-08-13 13F Bare Financial Services, Inc 17 1
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 25,151 11.81 1,838 5.82
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 159,231 9.78 11,990 12.01
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 2,996 4.35 219 -1.36
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 3,534,602 4.55 258,238 -1.05
2025-08-28 NP PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund 56,463 15.66 4,125 9.47
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 34,614 1.91 2,529 -3.55
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 83 2.47 6 20.00
2025-07-23 13F Klp Kapitalforvaltning As 27,700 4.14 2,030 -1.41
2025-07-24 13F Ronald Blue Trust, Inc. 1,770 44.37 129 37.23
2025-08-12 13F O'shaughnessy Asset Management, Llc 5,364 22.44 392 15.68
2025-08-12 13F Dimensional Fund Advisors Lp 1,614,272 2.09 117,936 -3.37
2025-08-20 NP AQMIX - AQR Managed Futures Strategy Fund Class I Short -16,626 -57.55 -1,215 -59.84
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 3,018 1.11 220 -4.35
2025-08-14 13F D. E. Shaw & Co., Inc. 575,734 35.15 42,063 27.92
2025-08-12 13F BlackRock, Inc. 15,273,147 17.51 1,115,856 11.22
2025-07-29 NP VMFGX - Vanguard S&P Mid-Cap 400 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 36,568 2.14 2,754 4.20
2025-07-24 13F Standard Life Aberdeen plc 32,510 19.35 2,375 12.99
2025-08-14 13F Cohen & Steers, Inc. 12,390,683 25.58 905 18.92
2025-08-13 13F Capital Analysts, Inc. 323 0.62 0
2025-08-26 NP EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 9,852 2.79 720 -2.71
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 198,487 4.31 14,946 6.44
2025-08-20 NP QSPIX - AQR Style Premia Alternative Fund Class I Short -23,672 32.79 -1,729 25.75
2025-08-20 NP QMHIX - AQR Managed Futures Strategy HV Fund Class I Short -15,311 -11.86 -1,119 -16.57
2025-08-14 13F TT Capital Management LLC 3,105 236
2025-08-25 13F/A Neuberger Berman Group LLC 300,394 2,304.31 21,947 2,176.56
2025-08-26 NP NRIAX - Nuveen Real Asset Income Fund Class A 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 23,408 230.71 1,710 213.19
2025-08-14 13F California State Teachers Retirement System 104,215 7.07 7,614 1.34
2025-06-26 NP DFGR - Dimensional Global Real Estate ETF 140,840 9.29 10,931 16.89
2025-08-13 13F Capital Fund Management S.a. 19,355 1,414
2025-07-25 13F Concurrent Investment Advisors, LLC 6,784 0.09 496 -5.35
2025-08-12 13F Virtu Financial LLC 7,603 22.67 1
2025-07-30 NP AUSF - Global X Adaptive U.S. Factor 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 4,914 370
2025-04-17 NP FLSPX - SPECTRUM FUND Retail Class 0 -100.00 0 -100.00
2025-08-27 NP VQNPX - Vanguard Growth and Income Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 19,900 228.44 1,454 211.13
2025-08-28 NP CSRIX - Cohen & Steers Institutional Realty Shares 1,661,823 68.35 121,413 59.35
2025-08-11 13F Frank, Rimerman Advisors LLC 4,653 340
2025-07-11 13F/A Umb Bank N A/mo 2,024 15.99 148 9.70
2025-08-26 NP GVIZX - Value Equity Index Fund Investor 1,612 60.08 118 51.95
2025-08-12 13F Journey Strategic Wealth Llc 7,677 16.46 561 10.24
2025-08-13 13F Fairtree Asset Management (Pty) Ltd 5,836 426
2025-06-27 NP BLDG - Cambria Global Real Estate ETF 6,021 467
2025-06-03 13F Invst, LLC 9,906 765
2025-08-13 13F Arrowstreet Capital, Limited Partnership 25,661 1,875
2025-08-13 13F Jones Financial Companies Lllp 1,169 43.08 85 35.48
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 30,123 3.01 2,268 5.10
2025-08-11 13F Vanguard Group Inc 15,316,681 2.70 1,119,037 -2.79
2025-08-08 13F Itau Unibanco Holding S.A. 114 8
2025-08-06 13F First Horizon Advisors, Inc. 37 1,133.33 3
2025-08-07 13F Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 79,427 7.62 5,803 1.84
2025-08-28 NP USVM - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 87,581 4.26 6,399 -1.33
2025-08-14 13F Summit Trail Advisors, Llc 3,789 278
2025-08-04 13F Roble, Belko & Company, Inc 48 2.13 0
2025-08-22 NP Columbia Funds Variable Series Trust II - CTIVP - CenterSquare Real Estate Fund Class 1 37,140 10.27 2,713 4.39
2025-08-12 13F Elo Mutual Pension Insurance Co 13,286 971
2025-07-11 13F Farther Finance Advisors, LLC 381 408.00 28 440.00
2025-08-14 13F Fiduciary Trust Co 5,490 0.64 401 -4.75
2025-08-27 13F/A Brinker Capital Investments, LLC 26,280 0.85 1,920 -4.53
2025-08-20 NP FSMCX - Tributary Small/Mid Cap Fund Institutional Class 11,566 3.07 845 -2.42
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 34,344 1.84 2,509 -3.61
2025-08-12 13F Bahl & Gaynor Inc 596,408 8.59 43,574 2.78
2025-07-14 13F Farmers & Merchants Investments Inc 87 19.18 6 20.00
2025-07-29 13F Easterly Investment Partners Llc 230,661 16,852
2025-08-20 NP QNZNX - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N Short -1,350 -14.45 -99 -19.01
2025-08-28 NP SMVIX - Simt Small Cap Value Fund Class I 16,240 17.07 1,186 10.84
2025-08-13 13F EverSource Wealth Advisors, LLC 1,358 245.55 99 230.00
2025-08-04 13F Retirement Systems of Alabama 134,208 3.02 9,805 -2.49
2025-08-04 13F Quaker Wealth Management, LLC 5 0
2025-07-22 13F UniSuper Management Pty Ltd 30,800 6.94 2,250 1.21
2025-08-19 NP Securian Funds Trust - SFT Real Estate Securities Fund Class 2 25,230 65.35 1,843 56.58
2025-08-12 13F Centersquare Investment Management Llc 2,844,960 16.98 207,853 10.72
2025-08-14 13F Goldman Sachs Group Inc 214,234 54.61 15,652 46.34
2025-07-10 13F Carderock Capital Management Inc 1,300 95
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 486 49.54 36 40.00
2025-08-08 13F Mitsubishi UFJ Trust & Banking Corp 144,383 35.17 10,549 27.95
2025-08-21 NP MSCQX - Mercer US Small/Mid Cap Equity Fund Class I 62,134 7.85 4,540 2.09
2025-07-28 NP JPRE - JPMorgan Realty Income ETF 59,645 4,491
2025-06-26 NP USMIX - Extended Market Index Fund 12,697 1.33 985 8.36
2025-08-14 13F State Street Corp 5,764,979 7.09 422,629 1.38
2025-08-11 13F Parr Mcknight Wealth Management Group, Llc 17,150 1.61 1,253 -3.84
2025-08-12 13F Pathstone Holdings, LLC 40,632 28.57 2,969 21.69
2025-07-23 13F Friedenthal Financial 11,894 2.39 869 -3.12
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,802 351
2025-08-28 NP RWR - SPDR(R) Dow Jones REIT 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 232,980 13.20 17,022 7.14
2025-08-28 NP IJJ - iShares S&P Mid-Cap 400 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 360,278 1.35 26,322 -4.07
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 40,862 7.29 2,985 1.57
2025-04-29 13F Chilton Capital Management Llc 0 0
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 52,428 3.23 3,830 -2.30
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 1,746 8.51 128 2.42
2025-03-27 NP PTMC - Pacer Trendpilot US Mid Cap ETF 15,129 2.43 1,098 7.76
2025-08-18 13F/A National Bank Of Canada /fi/ 472 34
2025-08-13 13F Centiva Capital, LP 6,424 469
2025-06-30 NP VRTPX - Vanguard Real Estate II Index Fund 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 668,934 3.09 51,916 10.25
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I 45,784 4.53 3,345 -1.07
2025-07-23 NP Lmp Capital & Income Fund Inc. 20,400 1,536
2025-08-27 NP JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 124,701 2.11 9,111 -3.36
2025-08-05 13F Huntington National Bank 590 0.51 43 -4.44
2025-08-12 13F Legal & General Group Plc 718,802 8.07 52,516 2.29
2025-08-08 13F Crossmark Global Holdings, Inc. 7,979 1.70 583 -3.80
2025-07-31 13F Caitong International Asset Management Co., Ltd 1,356 229.13 99 219.35
2025-06-25 NP DPREX - Delaware Global Listed Real Assets Fund CLASS A 9,228 27.94 716 36.90
2025-07-10 13F Sumitomo Mitsui DS Asset Management Company, Ltd 23,326 7.27 1,704 1.55
2025-07-25 13F JustInvest LLC 17,812 10.22 1,301 4.33
2025-06-27 NP AAARX - Strategic Allocation: Aggressive Fund R 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 4,850 75.72 376 88.00
2025-07-25 13F Cwm, Llc 4,912 42.17 0
2025-08-14 13F SummitTX Capital, L.P. 44,845 192.82 3,276 177.16
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Real Estate Securities VP Initial 97,560 53.13 7,128 44.95
2025-08-12 13F Deutsche Bank Ag\ 2,964,865 17.27 216,613 11.00
2025-08-14 13F Jane Street Group, Llc 121,529 344.10 8,879 320.36
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 55,891 1.91 4,083 -3.54
2025-07-25 13F Sequoia Financial Advisors, LLC 17,981 280.23 1,314 259.73
2025-07-22 NP DRAFX - Destinations Real Assets Fund Class I 28,831 12.38 2,171 14.63
2025-08-26 NP FTKI - First Trust Small Cap BuyWrite Income ETF 145 11
2025-07-22 NP GUSA - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 3,578 4.80 269 7.17
2025-08-29 NP JAEYX - Mid Cap Index Trust NAV 42,947 0.31 3,138 -5.05
2025-08-14 13F Graham Capital Management, L.P. 15,543 134.36 1,136 122.11
2025-07-28 NP VCGAX - Growth & Income Fund 4,835 31.14 364 33.82
2025-06-27 NP REACX - Real Estate Fund Investor 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 228,509 133.06 17,735 149.25
2025-08-21 13F Pathway Financial Advisers, LLC 17,784 3.76 1,299 -1.74
2025-08-28 NP BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,548 112.46 259 102.34
2025-07-29 NP IVOV - Vanguard S&P Mid-Cap 400 Value 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 46,577 5.83 3,507 8.01
2025-08-26 NP ASYLX - AB Select US Long/Short Portfolio Advisor Class Short -9,742 2.47 -712 -3.00
2025-08-12 13F MAI Capital Management 907 122.30 66 112.90
2025-06-27 NP AACRX - Strategic Allocation: Conservative Fund R 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 1,372 77.03 106 89.29
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 13,517 16.44 973 8.48
2025-07-25 13F Yousif Capital Management, Llc 40,406 0.92 2,952 -4.47
2025-08-28 NP CSRSX - Cohen & Steers Realty Shares Class L 1,673,240 88.72 122,247 78.63
2025-07-08 13F Rise Advisors, LLC 173 1.17 13 -7.69
2025-08-07 13F Parkside Financial Bank & Trust 224 5.16 16 0.00
2025-07-29 NP JIREX - Real Estate Securities Fund Class 1 88,026 14.65 6,628 16.98
2025-08-14 13F CoreCap Advisors, LLC 45,858 9.60 3,350 3.75
2025-08-14 13F Quantinno Capital Management LP 18,551 26.66 1,355 19.91
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 17,935 0.39 1,310 -5.00
2025-06-26 NP SREAX - PGIM Select Real Estate Fund Class A 105,980 165.37 8,225 183.82
2025-08-20 NP QCFIX - AQR CVX Fusion Fund Class I 146 11
2025-05-15 13F Texas Permanent School Fund 46,613 3,618
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 283,289 6.22 21,332 8.38
2025-06-26 NP TSMOX - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 79,300 144.00 6,154 160.98
2025-07-28 13F Allianz Asset Management GmbH 106,947 17.10 7,814 10.84
2025-03-27 NP REUYX - Sustainable Equity Fund Class Y Short -2,518 -183
2025-08-14 13F Scientech Research LLC 10,928 798
2025-06-26 NP TIEIX - TIAA-CREF Equity Index Fund Institutional Class 91,170 29.56 7,076 38.56
2025-06-26 NP DFAR - Dimensional US Real Estate ETF 110,667 4.55 8,589 11.81
2025-08-22 NP RRGAX - DWS RREEF Global Real Estate Securities Fund Class A 55,214 4.86 4,034 -0.76
2025-08-14 13F Ghisallo Capital Management LLC 250,000 18,265
2025-08-27 NP MRESX - Cromwell CenterSquare Real Estate Fund Investor Class Shares 28,860 3.18 2,109 -2.36
2025-08-06 13F Commonwealth Equity Services, Llc 9,114 25.54 1
2025-08-11 13F Duff & Phelps Investment Management Co 204,050 3,300.83 14,908 3,119.65
2025-06-20 NP JRE - Janus Henderson U.S. Real Estate ETF 9,900 768
2025-08-14 13F EP Wealth Advisors, Inc. 4,758 18.74 348 12.30
2025-06-25 NP FNY - First Trust Mid 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 20,124 19.70 1,562 27.95
2025-06-26 NP Thrivent Core Funds - Thrivent Core Small Cap Value Fund 58,463 4.66 4,537 11.94
2025-07-29 NP JARIX - James Alpha Global Real Estate Investments Fund Class I 157,794 72.06 11,882 75.55
2025-07-22 13F IMC-Chicago, LLC Call 20,000 4.71 1,461 -0.88
2025-08-14 13F Group One Trading, L.p. 4,673 341
2025-07-28 NP MSLC - Morgan Stanley Pathway Large Cap Equity ETF 3,747 6.69 282 8.88
2025-08-12 13F GSI Capital Advisors LLC 39,483 0.27 2,885 -5.10
2025-08-14 13F Group One Trading, L.p. Put 26,600 13,200.00 1,943 12,853.33
2025-07-30 13F Whittier Trust Co Of Nevada Inc 277 207.78 20 233.33
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 15,816 8.00 1 0.00
2025-05-30 NP FLDZ - RiverNorth Patriot ETF 113 16.49 9 33.33
2025-06-25 NP IQSM - IQ Candriam ESG U.S. Mid Cap Equity ETF 10,972 1.93 852 8.96
2025-08-14 13F Brevan Howard Capital Management LP 40,451 47.56 2,955 39.65
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Real Estate Portfolio Class IB 2,136 8.21 156 2.63
2025-08-28 NP SETAX - Simt Real Estate Fund Class F 17,230 8.03 1,259 2.19
2025-07-15 13F Fifth Third Bancorp 6,030 33.47 441 26.44
2025-08-14 13F Two Sigma Investments, Lp 1,807,573 20.71 132,061 14.25
2025-08-20 NP RUSC - U.S. Small Cap Equity Active ETF 445 33
2025-08-14 13F UBS Group AG 283,236 20.63 20,693 14.18
2025-08-28 NP Versus Capital Multi-manager Real Estate Income Fund Llc 75,405 1,245.08 5,509 1,384.91
2025-08-14 13F/A Barclays Plc 204,747 133.24 15 133.33
2025-08-28 NP Elevation Series Trust - RiverNorth Patriot ETF 121 9
2025-08-14 13F Mariner, LLC 19,340 15.28 1,413 9.12
2025-08-14 13F Atom Investors LP 108,587 1,425.96 7,933 1,344.99
2025-08-12 13F APG Asset Management US Inc. 435,343 20.81 31,702 14.49
2025-08-29 NP STXM - Strive Mid-Cap ETF 532 14.41 39 8.57
2025-08-12 13F Advisors Asset Management, Inc. 8,830 3.63 645 -1.83
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 736 8.88 55 12.24
2025-06-26 NP FESIX - Fidelity SAI Real Estate 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 12,210 59.84 948 70.94
2025-06-27 NP OSCV - Opus Small Cap Value ETF 74,807 12.80 5,806 20.64
2025-08-08 13F Geode Capital Management, Llc 2,680,417 6.81 205,489 1.20
2025-07-31 13F/A Avion Wealth 25 38.89 0
2025-06-26 NP PURCX - PGIM GLOBAL REAL ESTATE FUND Class C 315,498 65.04 24,486 76.49
2025-08-26 NP GFSYX - Strategic Alternatives Fund Institutional 172 -4.97
2025-08-05 13F Machina Capital S.a.s. 3,611 264
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 5,307 5.55 412 12.91
2025-07-22 13F Sage Investment Counsel LLC 5,028 7.37 367 1.66
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 5,190 379
2025-08-05 13F Westside Investment Management, Inc. 215 16
2025-08-13 13F NEOS Investment Management LLC 5,099 373
2025-08-14 13F Tudor Investment Corp Et Al 565,439 568.94 41,311 533.20
2025-08-28 NP ARABX - Aristotle Small Cap Equity Fund II Class A 17,757 0.12 1,297 -5.19
2025-07-28 NP XMLV - Invesco S&P MidCap Low Volatility 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 170,119 12.25 12,810 14.53
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 63,284 7.79 4,624 2.03
2025-08-14 13F Verition Fund Management LLC 187,116 16.91 13,671 10.66
2025-07-28 NP MVV - ProShares Ultra MidCap400 4,057 1.96 305 4.10
2025-08-13 13F Employees Retirement System of Texas 38,368 0.97 3 0.00
2025-08-14 13F Federation des caisses Desjardins du Quebec 6,355 464
2025-08-28 NP Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 5,909 432
2025-08-14 13F Mercer Global Advisors Inc /adv 7,510 70.80 548 62.61
2025-08-06 13F Harvest Portfolios Group Inc. 25,823 17.41 1,887 11.14
2025-08-07 13F Ibex Wealth Advisors 99,201 5.98 7,248 0.30
2025-08-13 13F Norges Bank 890,085 65,030
2025-08-14 13F Van Eck Associates Corp 48,943 6.38 4 0.00
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. 0 0
2025-06-24 NP JMOM - JPMorgan U.S. Momentum Factor ETF 21,081 1,636
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Ameritas Investment Partners, Inc. 21,320 1.24 1,558 -4.18
2025-08-14 13F Bnp Paribas Arbitrage, Sa 130,905 171.10 9,564 156.59
2025-08-13 13F Cambria Investment Management, L.P. 6,964 19.51 509 13.14
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 54,740 3.79 4,122 5.88
2025-07-29 NP SIXL - 6 Meridian Low Beta Equity Strategy ETF 10,666 3.85 803 6.08
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 508,209 2.18 38,268 4.26
2025-08-26 NP Griffin Institutional Access Real Estate Fund 312,760 7.21 22,850 1.47
2025-07-24 13F Lmcg Investments, Llc 84,393 18.85 6,166 12.48
2025-08-07 13F 1620 Investment Advisors, Inc. 8,739 2.07 639 -3.33
2025-08-27 NP JNL SERIES TRUST - JNL/Mellon Real Estate Sector Fund (A) 14,875 2.52 1,087 -2.95
2025-08-29 NP MFUS - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 991 66.28 72 56.52
2025-07-15 13F Fortitude Family Office, LLC 138 10
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 115,904 880.16 8,468 828.40
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 93 7
2025-07-31 13F Sumitomo Mitsui Trust Holdings, Inc. 365,553 4.38 26,707 -1.21
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 43,564 1.09 3,381 8.12
2025-08-06 13F Savant Capital, LLC 24,142 7.75 1,764 1.97
2025-08-05 13F State Of Michigan Retirement System 26,400 3.12 1,929 -2.43
2025-08-13 13F GeoWealth Management, LLC 4,886 84.59 357 74.51
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 17,690 53.49 1,292 45.33
2025-08-27 NP OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 1,518 111
2025-07-24 NP LPRE - Long Pond Real Estate Select ETF 8,857 667
2025-07-21 13F Vanderbilt University 25,074 11.49 1,832 5.53
2025-08-26 NP SASVX - Virtus Ceredex Small-Cap Value Equity Fund Class A 18,050 9.06 1,319 3.21
2025-07-21 13F Qrg Capital Management, Inc. 3,221 4.31 235 -1.26
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 4,577 8.85 355 16.39
2025-08-14 13F Ameriprise Financial Inc 186,382 21.64 13,619 15.13
2025-08-20 NP QHFRX - AQR MS Fusion HV Fund Class R6 54 4
2025-08-05 13F Bank Of Montreal /can/ 25,406 51.61 1,856 43.54
2025-08-27 NP Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 1,625 80.56 119 71.01
2025-08-14 13F Xponance, Inc. 12,284 1.64 897 -3.76
2025-06-23 NP PPSFX - LargeCap Value Fund III R-3 313,043 12,421.72 24,295 13,322.65
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 4,503 8.95 339 11.15
2025-08-11 13F Aptus Capital Advisors, LLC 79,154 9.74 5,783 3.86
2025-08-07 13F Allworth Financial LP 891 41.65 65 38.30
2025-07-15 13F Town & Country Bank & Trust CO dba First Bankers Trust CO 18,389 4.87 1,344 -0.74
2025-08-26 NP VIRTUS VARIABLE INSURANCE TRUST - Virtus Duff & Phelps Real Estate Securities Series Class A 13,650 997
2025-07-25 NP NTIAX - Columbia Mid Cap Index Fund Class A 91,205 4.44 6,868 6.56
2025-06-27 NP RITA - ETFB Green SRI REITs ETF 339 6.94 26 13.04
2025-08-06 13F Agf Management Ltd 39,948 8.54 2,919 2.75
2025-07-10 13F Exchange Traded Concepts, Llc 63,929 22.32 4,671 15.77
2025-05-05 13F Lindbrook Capital, Llc 2,832 260.31 219 296.36
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