CARG / CarGurus, Inc. - Pemilikan Institusi - Pembeli

CarGurus, Inc.
US ˙ NasdaqGS ˙ US1417881091

Pemilikan Institusi dan Dana - Pembeli

Pemegang utama yang telah membuka kedudukan baru dalam CarGurus, Inc. termasuk Glenmede Investment Management, LP, AFDVX - Applied Finance Explorer Fund Investor Class, PMJIX - PIMCO RAE US Small Fund Institutional Class, Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund, TMMAX - SIMT Tax-Managed Managed Volatility Fund Class F, IMC-Chicago, LLC, Eventide Asset Management, Llc, OWTEX - Old Westbury Total Equity Fund, Horizon Investments, LLC, Jain Global LLC, HSMNX - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class, Smith Group Asset Management, LLC, Commonwealth Equity Services, Llc, 111 Capital, Prosperity Wealth Management, Inc., Vise Technologies, Inc., Pathstone Holdings, LLC, Neuberger Berman Group LLC, ADSIX - Disciplined Growth Fund Investor Class, dan Mariner, 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
(%)
2025-08-14 13F Tudor Investment Corp Et Al 250,849 8,396
2025-08-14 13F Voloridge Investment Management, Llc 410,886 3,184.46 13,752 3,678.02
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 49,913 0.10 1,564 -2.55
2025-05-23 NP NXTV - Simplify Next Intangible Value Index ETF 53 29.27 2 0.00
2025-08-14 13F Occudo Quantitative Strategies Lp 25,150 842
2025-08-13 13F Quantbot Technologies LP 2,602 87
2025-07-17 13F Fort Washington Investment Advisors Inc /oh/ 1,002,696 6.83 33,560 22.75
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 1,469 2.37 46 0.00
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 9,860 2.59 276 -26.86
2025-08-14 13F Brevan Howard Capital Management LP 28,455 952
2025-08-12 13F Advisors Asset Management, Inc. 472 156.52 16 200.00
2025-08-06 13F Rialto Wealth Management, LLC 21 1
2025-07-25 NP BRSDX - MFS Blended Research Small Cap Equity Fund A 90,164 0.53 2,826 -2.15
2025-08-15 13F Tower Research Capital LLC (TRC) 10,318 186.61 345 231.73
2025-08-12 13F Pathstone Holdings, LLC 6,596 221
2025-08-08 13F Creative Planning 51,427 23.91 1,721 42.35
2025-08-12 13F XTX Topco Ltd 69,591 105.70 2,329 136.45
2025-06-24 NP SWSCX - Schwab Small-Cap Equity 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 47,272 115.22 1,322 53.43
2025-08-14 13F Macquarie Group Ltd 141,105 36.04 4,723 56.34
2025-06-26 NP OWSMX - Old Westbury Small & Mid Cap Strategies Fund 414,590 27.48 11,592 -9.08
2025-07-18 13F Robeco Institutional Asset Management B.V. 244,016 220.67 8,167 268.55
2025-08-11 13F Bell Investment Advisors, Inc 349 6.73 12 22.22
2025-08-15 13F Morgan Stanley 1,093,115 26.54 36,587 45.39
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 65,800 2.97 2,202 18.32
2025-08-11 13F Principal Securities, Inc. 1,220 30.20 41 17.65
2025-08-13 13F EverSource Wealth Advisors, LLC 1,639 491.70 55 575.00
2025-08-14 13F Ubs Asset Management Americas Inc 266,517 45.63 8,920 67.32
2025-08-14 13F Select Equity Group, L.P. 1,050,244 14.91 35,152 32.03
2025-08-11 13F Covestor Ltd 2,404 307.46 0
2025-07-25 NP UCAGX - Cornerstone Aggressive Fund 2,901 12.66 91 9.76
2025-07-29 NP BOGIX - Bogle Investment Management Small Cap Growth Fund 33,305 1.74 1,044 -0.95
2025-08-26 NP IVCSX - Voya Small Company Portfolio Class I 18,916 633
2025-08-27 NP OASVX - Optimum Small-mid Cap Value Fund Class A 141,105 36.04 4,723 56.31
2025-07-28 NP AGCVX - Global Small Cap 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 14,754 462
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 79,517 16.78 2,661 34.19
2025-04-25 NP DWAS - Invesco DWA SmallCap Momentum ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 80,530 2,592
2025-08-08 13F/A Sterling Capital Management LLC 199 121.11 7 200.00
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 24,161 5.51 676 -24.75
2025-08-13 13F Schroder Investment Management Group 310,337 10,387
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 105,834 2.48 3,542 17.75
2025-05-30 NP QSML - WisdomTree U.S. SmallCap Quality Growth Fund 1,066 8.11 31 -13.89
2025-05-29 NP LST - Leuthold Select Industries ETF 4,230 123
2025-07-31 13F Smith Group Asset Management, LLC 9,251 310
2025-08-14 13F Freestone Grove Partners LP 14,055 470
2025-08-14 13F Prevatt Capital Ltd 1,600,000 14.29 53,552 31.31
2025-07-29 NP SVYAX - SIIT U.S. Managed Volatility Fund - Class A 66,355 10,742.32 2,080 10,842.11
2025-05-05 13F Lindbrook Capital, Llc 1,091 3.90 32 -18.42
2025-08-13 13F Panagora Asset Management Inc 19,785 0.18 662 15.13
2025-08-05 13F Prosperity Wealth Management, Inc. 8,200 274
2025-08-14 13F Horizon Investments, LLC 16,230 543
2025-06-17 NP MMSMX - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 27,107 561.15 758 649.50
2025-08-12 13F Hillsdale Investment Management Inc. 185,250 32.27 6,200 52.00
2025-08-04 13F Moody Aldrich Partners Llc 176,867 25.66 5,920 44.37
2025-08-13 13F PharVision Advisers, LLC 8,214 275
2025-08-28 NP ADSIX - Disciplined Growth 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 6,365 213
2025-06-17 NP GSEQX - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 6,048 169
2025-08-07 13F Los Angeles Capital Management Llc 72,009 20.62 2,410 38.59
2025-08-14 13F DecisionPoint Financial, LLC 8 0
2025-07-28 NP AVUQ - Avantis U.S. Quality ETF 1,195 37
2025-07-25 13F JustInvest LLC 16,522 19.31 553 37.22
2025-07-24 13F IFP Advisors, Inc 0 13
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 38,721 8.07 1,214 5.20
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 16,948 19.88 474 -14.62
2025-08-14 13F Cubist Systematic Strategies, LLC 278,789 328.91 9,331 392.92
2025-08-14 13F Jain Global LLC 15,975 535
2025-08-12 13F Inceptionr Llc 17,035 570
2025-08-12 13F Fairscale Capital, LLC 255 8
2025-07-15 13F Fortitude Family Office, LLC 69 2
2025-08-14 13F Voya Investment Management Llc 77,465 218.46 2,593 266.10
2025-08-14 13F Group One Trading, L.p. Call 58,500 124.14 1,958 157.50
2025-07-28 13F Allianz Asset Management GmbH 137,365 1,807.85 4,598 2,099.52
2025-08-07 13F Acadian Asset Management Llc 868,686 4.00 29 20.83
2025-08-14 13F Gotham Asset Management, LLC 80,084 833.92 2,680 976.31
2025-08-27 13F/A Brinker Capital Investments, LLC 6,160 206
2025-08-15 13F Harvest Fund Management Co., Ltd 2,747 337.42 0
2025-08-08 13F Massachusetts Financial Services Co /ma/ 110,973 1.25 3,714 16.35
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 479,435 0.09 15,025 -2.56
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 127,499 10.66 3,996 7.74
2025-08-14 13F Ararat Capital Management, LP 244,712 8,191
2025-08-25 NP GONIX - Gotham Neutral Fund Institutional Class 4,612 1,199.15 154 1,611.11
2025-08-14 13F Fieldview Capital Management, LLC 149,311 205.64 4,997 251.16
2025-06-26 NP OWTEX - Old Westbury Total Equity Fund 16,916 473
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 82,478 7.42 2,306 -23.36
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio 158,551 48.47 5,307 70.61
2025-08-26 NP GVLU - Gotham 1000 Value ETF 6,082 204
2025-08-08 13F SBI Securities Co., Ltd. 411 0.49 14 18.18
2025-08-13 13F Federated Hermes, Inc. 417,801 1.85 13,984 17.02
2025-07-21 13F Qrg Capital Management, Inc. 8,116 4.27 272 19.91
2025-08-07 13F Allworth Financial LP 1,696 19.02 57 40.00
2025-08-08 13F Cetera Investment Advisers 29,753 996
2025-08-14 13F Engineers Gate Manager LP 139,912 30.98 4,683 50.50
2025-08-27 NP RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 1,095 27.92 37 50.00
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 28,838 1.25 965 16.41
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 814 0
2025-06-30 NP XSMO - Invesco S&P SmallCap Momentum ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 316,402 47.50 8,847 66.15
2025-08-14 13F Raymond James Financial Inc 647,590 16.97 21,675 34.40
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 13,358 0.01 447 14.91
2025-08-14 13F Quantinno Capital Management LP 15,104 35.15 506 55.38
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 30,465 11.54 852 -20.47
2025-08-12 13F Elo Mutual Pension Insurance Co 21,504 86.34 720 113.99
2025-07-29 NP SLCAX - Siit Large Cap Fund - Class A 1,827 57
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 5,911 3.34 198 18.67
2025-08-13 13F Vinva Investment Management Ltd 19,030 142.61 970 169.92
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 18,824 0.13 630 15.17
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 21,728 3.24 727 18.60
2025-08-27 NP SAGWX - Touchstone Small Company Fund Class A 809,095 7.30 27,080 23.29
2025-09-04 13F/A Advisor Group Holdings, Inc. 14,264 335.41 429 351.58
2025-08-26 NP FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF 5,566 12.95 186 30.07
2025-08-14 13F Mariner, LLC 6,242 209
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 624 60.00 17 13.33
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 5,096 160
2025-08-11 13F Nomura Asset Management Co Ltd 0 0
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 7 0
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 152,206 12.51 4,256 -19.76
2025-08-12 13F Eisler Capital Management Ltd. 241,899 39.65 8,094 60.13
2025-08-13 13F Skandinaviska Enskilda Banken AB (publ) 22,300 746
2025-08-14 13F Jane Street Group, Llc Call 61,800 2,068
2025-08-06 13F True Wealth Design, LLC 47 422.22 2
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 40,705 2.98 1,138 -26.53
2025-08-08 13F Jupiter Asset Management Ltd 175,500 992.10 5,874 1,154.91
2025-08-28 NP USVM - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 93,879 24.74 3,142 43.34
2025-08-13 13F Victory Capital Management Inc 201,740 16.30 6,752 33.62
2025-08-25 NP MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class 45,924 0.38 1,537 15.39
2025-08-12 13F CenterBook Partners LP 27,151 909
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 4,834 10.59 151 7.86
2025-07-15 13F Fifth Third Bancorp 1,419 121.72 47 161.11
2025-08-12 13F Dynamic Technology Lab Private Ltd 11,328 379
2025-06-27 NP DASVX - Dunham Small Cap Value Fund Class A 22,876 24.95 640 -10.88
2025-08-14 13F Royal Bank Of Canada 224,692 199.30 7,521 244.05
2025-07-29 NP VFMF - Vanguard U.S. Multifactor 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 17,643 599.56 553 581.48
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 1,492 6.50 50 22.50
2025-04-16 NP CLSE - Convergence Long/Short Equity ETF 64,077 34.29 2,063 14.30
2025-08-18 13F Wolverine Trading, Llc Call 18,400 612
2025-07-22 13F Bay Harbor Wealth Management, LLC 3 50.00 0
2025-08-18 13F Geneos Wealth Management Inc. 149 210.42 5 300.00
2025-07-14 13F UMA Financial Services, Inc. 37 1
2025-08-14 13F Manufacturers Life Insurance Company, The 1,914,925 0.35 64,093 15.30
2025-07-28 NP PSCU - Invesco S&P SmallCap Utilities & Communication Services ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 17,942 4.62 562 1.81
2025-08-14 13F Vident Advisory, LLC 153,984 14.70 5,154 31.79
2025-07-11 13F Farther Finance Advisors, LLC 623 13.48 21 25.00
2025-08-13 13F Amundi 109,543 66.54 3,686 105.92
2025-08-14 13F Balyasny Asset Management Llc 215,874 13.03 7,225 29.88
2025-08-14 13F Riggs Asset Managment Co. Inc. 84 320.00 3
2025-08-14 13F Point72 (DIFC) Ltd 3,149 105
2025-08-04 13F Atria Investments Llc 9,165 9.68 307 25.93
2025-08-14 13F Oberweis Asset Management Inc/ 518,400 3.68 17,351 19.12
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 35,194 0.12 1,178 14.94
2025-08-12 13F/A Boston Partners 1,109,048 26.24 36,845 45.27
2025-08-12 13F Legal & General Group Plc 249,119 6.56 8,338 22.44
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 26,419 2.70 739 -26.79
2025-06-26 NP JHAC - John Hancock Fundamental All Cap Core ETF 1,310 1.71 37 -28.00
2025-08-14 13F Aquatic Capital Management LLC 85,203 1,521.37 2,852 1,763.40
2025-08-12 13F Public Sector Pension Investment Board 288,514 3.44 9,657 18.84
2025-07-28 NP HDG - ProShares Hedge Replication ETF 114 11.76 4 0.00
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 1,988 7.46 67 24.53
2025-08-27 NP Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 177,216 3.60 5,931 19.05
2025-07-28 13F Private Wealth Asset Management, LLC 870 29
2025-06-26 NP ITHAX - THE HARTFORD CAPITAL APPRECIATION FUND Class A 329,306 7.48 9,207 -23.34
2025-07-22 13F HFM Investment Advisors, LLC 6 500.00 0
2025-08-14 13F Xponance, Inc. 12,797 2.70 428 18.23
2025-08-13 13F Capital Fund Management S.a. 186,106 252.64 6,229 305.20
2025-08-13 13F Aristides Capital LLC 7,370 247
2025-08-14 13F Two Sigma Advisers, Lp 14,400 482
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 163,078 1.00 5,111 -1.67
2025-04-24 NP OASC - OneAscent Small Cap Core ETF 1,038 33
2025-07-22 13F IMC-Chicago, LLC Call 17,600 589
2025-08-27 13F/A Squarepoint Ops LLC 403,447 1,457.71 13,503 1,690.85
2025-07-31 13F/A Avion Wealth 59 3.51 0
2025-06-26 NP HSLAX - THE HARTFORD SMALL CAP GROWTH FUND Class A 54,722 51.16 1,530 7.82
2025-07-28 NP VVMCX - Mid Cap Value Fund 67,899 0.70 2,128 -1.98
2025-07-31 13F Linden Thomas Advisory Services, LLC 6,223 208
2025-08-14 13F Millennium Management Llc 167,695 161.20 5,613 200.11
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class 108,121 20.35 3,619 38.25
2025-07-24 13F Us Bancorp \de\ 4,228 13.26 142 30.56
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 31,136 1.19 1,042 16.29
2025-08-14 13F Mercer Global Advisors Inc /adv 7,507 251
2025-08-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 61,744 42.20 2,067 63.45
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 62,134 21.16 1,737 -13.58
2025-07-11 13F/A Financiere des Professionnels - Fonds d,investissement inc. 5,739 192
2025-08-14 13F Quarry LP 2,712 309.67 91 373.68
2025-07-31 13F Quest Partners LLC 21,212 1,025.31 710 1,212.96
2025-08-12 13F MAI Capital Management 1,172 661.04 39 875.00
2025-07-25 NP AFSM - First Trust Active Factor Small Cap ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 517 0.19 16 0.00
2025-08-14 13F Divisadero Street Capital Management, LP 436,183 14,599
2025-06-27 NP RSSL - Global X Russell 2000 ETF 52,700 6.62 1,473 -23.95
2025-05-15 13F Oxford Asset Management Llp 7,961 232
2025-08-07 13F Hughes Financial Services, LLC 17 1
2025-08-12 13F O'shaughnessy Asset Management, Llc 22,682 0.23 759 15.17
2025-08-13 13F Arrowstreet Capital, Limited Partnership 1,699,910 22.42 56,896 40.66
2025-07-29 NP VFQY - Vanguard U.S. Quality Factor ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 22,876 443.37 717 430.37
2025-05-28 NP LUSIX - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 5,728 352.81 167 348.65
2025-07-24 13F Ronald Blue Trust, Inc. 3,651 46.39 122 69.44
2025-07-28 13F Bayforest Capital Ltd 6,769 141.32 227 179.01
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 29,653 97.25 829 40.75
2025-08-08 13F Atlantic Trust, LLC 25 1
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Proequities, Inc. 0 0
2025-07-11 13F Assenagon Asset Management S.A. 126,486 420.54 4,233 498.73
2025-07-25 13F Hemington Wealth Management 94 28.77 0
2025-08-07 13F Vise Technologies, Inc. 7,500 251
2025-06-26 NP TSMOX - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 79,600 5.03 2,226 -25.08
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 2,897 109.17 97 140.00
2025-07-28 NP VCSLX - Small Cap Index Fund 36,877 11.30 1,156 8.35
2025-07-29 NP VFMFX - Vanguard U.S. Multifactor Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8,900 170.68 279 164.76
2025-08-14 13F Point72 Asia (Singapore) Pte. Ltd. 10,899 3.03 365 18.18
2025-08-25 NP MMGEX - MassMutual Select Small Cap Growth Equity Fund Class A 111,925 0.39 3,746 15.37
2025-06-26 NP HMVAX - THE HARTFORD MIDCAP VALUE FUND Class A 193,340 30.57 5,406 -6.87
2025-08-14 13F Man Group plc 327,921 46.11 10,976 67.89
2025-08-26 NP CRIHX - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES Short -76,357 58.88 -2,556 82.63
2025-07-29 13F Virginia Retirement Systems Et Al 74,728 44.18 2,501 65.74
2025-08-11 13F Rothschild Investment Llc 150 15.38 5 66.67
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 15,607 1.61 522 16.78
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A 47,505 19.33 1,590 37.10
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 2,333 25.57 78 44.44
2025-08-25 NP GENIX - Gotham Enhanced Return Fund Institutional Class 3,156 186.13 106 303.85
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 3,737 7.79 117 5.41
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 40,180 0.71 1,123 -28.15
2025-08-06 13F First Horizon Advisors, Inc. 1,594 0.19 53 15.22
2025-07-24 NP HSMNX - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 15,643 490
2025-08-27 NP Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 1,189 40
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 55,818 171.20 1,561 205.88
2025-08-14 13F Twinbeech Capital Lp 76,847 2,572
2025-08-29 NP STXK - Strive Small-Cap ETF 2,677 3.52 90 18.67
2025-08-14 13F California State Teachers Retirement System 76,491 0.14 2,560 15.06
2025-08-13 13F Norges Bank 69,461 2,325
2025-08-14 13F Sei Investments Co 331,767 14.61 11,104 31.69
2025-04-29 NP SEHAX - SIIT U.S. Equity Factor Allocation Fund Class A 33,381 71.39 1,075 45.92
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 148,870 0.70 4,983 15.70
2025-08-14 13F Susquehanna International Group, Llp Call 66,500 112.46 2,226 144.24
2025-08-14 13F Graham Capital Management, L.P. 42,968 1,438
2025-08-26 NP JMEE - JPMorgan Market Expansion Enhanced Equity ETF 123,662 3.43 4,139 18.84
2025-07-29 NP BPSIX - Boston Partners Small Cap Value Fund II INSTITUTIONAL 104,879 290.81 3,287 280.76
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 215,222 2.80 6,018 -26.68
2025-08-12 13F Zacks Investment Management 34,019 1,139
2025-05-29 NP AFDVX - Applied Finance Explorer Fund Investor Class 178,168 4,982
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 245 7
2025-06-30 NP CAFG - Pacer US Small Cap Cash Cows Growth Leaders ETF 7,563 171.76 211 229.69
2025-03-28 NP HAPS - Harbor Corporate Culture Small Cap ETF 14,025 41.17 550 78.25
2025-05-15 13F Texas Permanent School Fund 35,742 999
2025-08-07 13F Teachers Retirement System Of The State Of Kentucky 73,667 5.51 2 0.00
2025-07-23 13F Klp Kapitalforvaltning As 27,300 6.23 914 22.06
2025-06-24 NP QAACX - Federated MDT All Cap Core 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 151,257 4.30 4,229 -25.60
2025-07-21 13F 111 Capital 8,320 278
2025-08-11 13F HighTower Advisors, LLC 7,582 254
2025-08-13 13F Renaissance Technologies Llc 586,327 107.60 19,624 138.53
2025-08-14 13F Aqr Capital Management Llc 35,803 37.99 1,198 58.68
2025-08-14 13F Qube Research & Technologies Ltd 353,983 30.40 11,848 49.83
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 435,171 9.61 13,638 6.71
2025-07-22 NP FSTBX - FEDERATED GLOBAL ALLOCATION FUND Class A Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 676 4.64 21 50.00
2025-08-07 13F Campbell & CO Investment Adviser LLC 68,590 54.74 2,296 77.77
2025-08-15 13F State of Tennessee, Treasury Department 52,480 9.53 1,757 25.88
2025-08-25 13F/A Neuberger Berman Group LLC 6,459 216
2025-08-25 NP HISCX - Hartford Small Cap Growth Hls Fund Ia 119,899 48.11 4,013 70.19
2025-08-14 13F Wellington Management Group Llp 9,042,001 12.29 302,636 29.02
2025-08-28 NP SVOAX - Simt Us Managed Volatility Fund Class F 40,320 15,588.72 1,350 19,171.43
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 888 3.02 26 -19.35
2025-08-28 NP TMMAX - SIMT Tax-Managed Managed Volatility Fund Class F 24,633 824
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 4,642 7.03 155 23.02
2025-08-06 13F Fox Run Management, L.l.c. 25,082 92.61 839 121.37
2025-07-30 13F Cullen/frost Bankers, Inc. 401 13
2025-08-14 13F Alliancebernstein L.p. 162,122 50.03 5,426 72.42
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 17,157 1.22 574 16.43
2025-08-13 13F Northwestern Mutual Wealth Management Co 353 21.72 12 37.50
2025-07-29 NP ESGV - Vanguard ESG U.S. Stock ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 18,946 4.43 594 1.54
2025-08-12 13F Rhumbline Advisers 243,018 2.63 8,134 17.92
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 15,100 20.80 473 17.66
2025-08-14 13F Headlands Technologies LLC 28,038 294.96 938 355.34
2025-08-25 NP GARIX - Gotham Absolute Return Fund Institutional Class 31,068 350.59 1,040 553.46
2025-07-29 NP SGMAX - SIIT Global Managed Volatility Fund Class A 4,113 129
2025-07-29 13F Nordea Investment Management Ab 336,930 6.70 11,247 25.07
2025-08-12 13F Handelsbanken Fonder AB 17,400 1.75 1
2025-08-14 13F Bayesian Capital Management, LP 41,250 1,381
2025-08-06 13F Commonwealth Equity Services, Llc 8,795 0
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 111,871 72.10 3,744 97.78
2025-07-31 13F Whipplewood Advisors, LLC 17 183.33 1
2025-08-08 13F Hartland & Co., LLC 505 17
2025-08-13 13F Pictet Asset Management Holding SA 12,382 12.07 414 28.97
2025-08-12 13F Summit Global Investments 33,305 1.74 1
2025-08-29 NP PMJIX - PIMCO RAE US Small Fund Institutional Class 80,303 2,688
2025-08-14 13F Bank Of America Corp /de/ 464,616 24.69 15,551 43.27
2025-08-26 NP Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF 538 18
2025-08-20 NP RUSC - U.S. Small Cap Equity Active ETF 1,513 51
2025-08-12 13F Swiss National Bank 172,300 6.42 5,767 22.26
2025-08-04 13F Hantz Financial Services, Inc. 132 1,785.71 0
2025-06-26 NP USCAX - Small Cap Stock Fund Shares 37,965 18.00 1,062 -15.86
2025-08-12 13F Picton Mahoney Asset Management 39,809 99,422.50 1
2025-08-13 13F Arizona State Retirement System 26,306 9.97 880 26.44
2025-07-16 13F State of Alaska, Department of Revenue 50,374 3.37 2 0.00
2025-08-14 13F Glenmede Investment Management, LP 523,166 17,510
2025-08-26 NP EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 65,116 11.65 2,179 28.33
2025-08-27 NP RYIIX - Internet Fund Investor Class 1,980 3.29 66 20.00
2025-03-21 NP ANONX - Small Cap Growth Fund I 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 760,866 24.43 29,826 100.80
2025-08-29 NP JAGPX - Small Cap Stock Trust NAV 85,174 1.78 2,851 16.95
2025-07-29 13F Everence Capital Management Inc 6,170 0
2025-08-13 13F Invesco Ltd. 1,717,321 6.87 57,479 22.80
2025-07-25 13F Cwm, Llc 3,692 37.56 0
2025-08-28 NP OBSOX - Oberweis Small-Cap Opportunities Fund Investor Class 518,400 3.68 17,351 19.12
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 7,707 5.97 258 21.80
2025-08-12 13F Park Square Financial Group, LLC 66 2
2025-08-06 13F Cornerstone Investment Partners, LLC 6,298 211
2025-08-14 13F Eventide Asset Management, Llc 17,275 575
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 13,402 12.60 375 -19.74
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 16,333 2.06 547 17.17
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 2,061 10.81 58 -20.83
2025-08-13 13F Edgestream Partners, L.P. 271,472 65.64 9,086 90.32
2025-08-13 13F Centiva Capital, LP 18,643 624
2025-08-13 13F Jones Financial Companies Lllp 145 25.00 5 33.33
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 56,487 11.18 1,579 -20.69
2025-08-13 13F Bare Financial Services, Inc 158 222.45 5 400.00
2025-08-18 13F/A Nomura Holdings Inc 10,965 367
2025-04-28 NP GCAVX - GMO U.S. Small Cap Value Fund Class VI 4,054 126.61 130 94.03
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 5,300 90.65 148 37.04
2025-08-13 13F Natixis Advisors, L.p. 28,143 13.68 1
2025-08-13 13F Marshall Wace, Llp 95,514 46.66 3,197 68.48
2025-08-27 NP TOUCHSTONE VARIABLE SERIES TRUST - Touchstone Small Company Fund 41,246 3.51 1,381 18.97
2025-08-14 13F Polymer Capital Management (US) LLC 25,929 868
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 4,276 6.00 120 -24.68
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 12,321 13.18 344 -19.25
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 875,239 2.44 24,472 -26.93
2025-08-05 13F Simplex Trading, Llc Call 20,300 3,283.33 1
2025-08-11 13F Martingale Asset Management L P 13,405 449
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 127 24.51 4 100.00
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 13 0
2025-08-01 13F Envestnet Asset Management Inc 51,331 5.56 1,718 21.33
2025-08-12 13F Charles Schwab Investment Management Inc 1,102,977 3.07 36,917 18.43
2025-06-25 NP FCOM - Fidelity MSCI Communication Services Index ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 97,114 4.78 2,715 -25.27
2025-08-13 13F Walleye Trading LLC Put 23,700 793
2025-08-14 13F No Street GP LP 399,660 17.55 13,377 35.06
2025-08-14 13F Citadel Advisors Llc Call 151,800 374.38 5,081 445.06
2025-08-01 13F Bessemer Group Inc 777,062 6.21 26 23.81
2025-08-12 13F Prudential Financial Inc 92,587 2.00 3,099 17.17
2025-07-07 13F Versant Capital Management, Inc 2,652 2.28 89 17.33
2025-08-13 13F Walleye Trading LLC Call 15,700 525
2025-08-14 13F Sciencast Management LP 7,191 241
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 28,283 14.47 791 -18.39
2025-08-14 13F Price T Rowe Associates Inc /md/ 379,950 1.24 13 20.00
2025-06-18 NP REBYX - U.S. Small Cap Equity Fund Class Y 24,425 21.08 683 -13.67
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 250,963 2.60 7,017 -26.83
2025-07-22 13F Gsa Capital Partners Llp 16,589 1
2025-07-09 13F Bruce G. Allen Investments, LLC 21 31.25 1
2025-08-15 NP Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund 77,060 2,579
2025-08-07 13F Hennion & Walsh Asset Management, Inc. 20,056 10.64 671 27.08
2025-08-14 13F D. E. Shaw & Co., Inc. 297,529 211.78 9,958 258.33
2025-08-07 13F Parkside Financial Bank & Trust 2,023 30.68 68 48.89
2025-08-22 NP FECGX - Fidelity Small Cap Growth Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 55,657 2.75 1,863 18.07
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 1,025 8.47 34 25.93
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