IBOC / International Bancshares Corporation - Pemilikan Institusi - Pembeli

International Bancshares Corporation
US ˙ NasdaqGS ˙ US4590441030

Pemilikan Institusi dan Dana - Pembeli

Pemegang utama yang telah membuka kedudukan baru dalam International Bancshares Corporation termasuk PRSVX - T. Rowe Price Small-Cap Value Fund, Inc., CSM Advisors, LLC, IWO - iShares Russell 2000 Growth ETF, FNK - First Trust Mid Cap Value AlphaDEX Fund, JHSC - John Hancock Multifactor Small Cap ETF, Readystate Asset Management Lp, Icon Wealth Advisors, LLC, Wiley Bros.-aintree Capital, Llc, WSML - iShares MSCI World Small-Cap ETF, FECGX - Fidelity Small Cap Growth Index Fund, Fiduciary Trust Co, M&t Bank Corp, Raymond James Financial Inc, AXVNX - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares, BBGSX - Bridge Builder Small/Mid Cap Growth Fund, EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB, MMBUX - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I, QHFRX - AQR MS Fusion HV Fund Class R6, Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF, dan QMFNX - AQR MS Fusion Fund Class N .

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
(%)
2025-08-25 NP MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II 11,371 15.22 757 21.54
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 278 2.21 19 5.88
2025-07-24 13F IFP Advisors, Inc 275 29.72 18 38.46
2025-08-15 13F CI Private Wealth, LLC 6,264 0.03 417 5.58
2025-08-26 NP Profunds - Profund Vp Mid-cap Growth 347 8.78 23 15.00
2025-07-11 13F Farther Finance Advisors, LLC 11 57.14 1
2025-06-27 NP DPST - Direxion Daily Regional Banks Bull 3X Shares 34,820 8.30 2,125 0.33
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 64,107 2.16 4,267 7.84
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 37,246 24.16 2,273 15.03
2025-08-12 13F Prudential Financial Inc 22,039 14.54 1,467 20.86
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 126,642 9.24 7,730 1.20
2025-07-31 13F Oppenheimer Asset Management Inc. 3,459 230
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 271,671 9.79 17,015 2.62
2025-07-23 13F Klp Kapitalforvaltning As 11,700 2.63 779 8.36
2025-07-29 NP ORSIX - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 31,180 39.82 1,953 30.66
2025-08-06 13F Rialto Wealth Management, LLC 3 0
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 250 8.23 15 0.00
2025-08-20 NP QMHIX - AQR Managed Futures Strategy HV Fund Class I 6,255 219.30 416 238.21
2025-08-14 13F Vident Advisory, LLC 5,468 18.25 364 24.74
2025-08-26 NP TRSYX - T. Rowe Price Small-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,112 12.40 340 18.88
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 5,934 5.32 395 10.99
2025-03-31 NP DRISX - Foundry Partners Fundamental Small Cap Value Fund Institutional Class 104,054 5.05 6,856 13.00
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 359 0
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 5,105 9.08 340 14.92
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 12,206 6.03 812 12.00
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 19,641 5.16 1,307 11.05
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 3 0
2025-08-14 13F Price T Rowe Associates Inc /md/ 46,404 11.97 3 50.00
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 41,764 5.29 2,780 11.12
2025-08-20 NP QSPIX - AQR Style Premia Alternative Fund Class I 39,763 9.40 2,647 15.45
2025-08-26 NP QABA - First Trust NASDAQ ABA Community Bank Index Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 39,658 6.19 2,640 12.06
2025-08-13 13F M&t Bank Corp 3,014 200
2025-06-25 NP GCEQX - GREEN CENTURY EQUITY FUND Individual Investor Class 1,438 2.20 88 -5.43
2025-07-28 NP VCSLX - Small Cap Index Fund 23,267 12.66 1,457 5.35
2025-07-28 NP QVMM - Invesco S&P MidCap 400 QVM Multi-factor ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7,253 1.20 454 -5.42
2025-08-14 13F Balyasny Asset Management Llc 5,330 355
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 14,803 7.00 985 12.96
2025-07-30 13F Denali Advisors Llc 102,372 0.39 6,814 5.96
2025-06-25 NP FNCL - Fidelity MSCI Financials Index ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 15,512 2.65 947 -4.92
2025-08-20 NP QLEIX - AQR Long-Short Equity Fund Class I 72,903 532.78 4,852 568.32
2025-06-25 NP FNK - First Trust Mid Cap Value 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 13,782 841
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 9,022 6.14 551 -1.79
2025-07-25 13F CBOE Vest Financial, LLC 64,305 26.62 4,280 33.67
2025-08-20 NP QMFNX - AQR MS Fusion Fund Class N 268 18
2025-07-25 13F LRI Investments, LLC 1,599 0.31 106 6.00
2025-08-27 NP RYDEX VARIABLE TRUST - Banking Fund Variable Annuity 608 60.00 40 73.91
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 48,630 11.55 3,237 18.36
2025-08-14 13F/A Barclays Plc 129,966 41.14 9 60.00
2025-08-04 13F Hantz Financial Services, Inc. 105 0
2025-08-11 13F Rothschild Investment Llc 90 38.46 6 25.00
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 77 2.67 5 25.00
2025-07-22 13F HFM Investment Advisors, LLC 5 150.00 0
2025-07-30 13F LGT Financial Advisors LLC 3 0
2025-08-15 13F Morgan Stanley 284,601 3.12 18,943 8.84
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 2,719 5.80 166 -2.37
2025-07-25 13F Cwm, Llc 1,229 46.14 0
2025-08-08 13F Hartland & Co., LLC 160 310.26 11 400.00
2025-07-22 13F Bay Harbor Wealth Management, LLC 4 100.00 0
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 19,001 11.55 1,160 3.30
2025-08-07 13F CSM Advisors, LLC 138,180 9
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 5,598 373
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 28,719 2.87 1,912 8.58
2025-08-04 13F Retirement Systems of Alabama 65,320 0.32 4,348 5.90
2025-08-11 13F Dorsey Wright & Associates 5,155 22.30 343 28.95
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7,034 3.78 468 9.60
2025-05-05 13F Lindbrook Capital, Llc 111 2.78 7 16.67
2025-08-14 13F Icon Wealth Advisors, LLC 7,488 498
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 30,629 0.16 1,918 -6.35
2025-08-13 13F Guggenheim Capital Llc 4,066 0.84 271 6.30
2025-06-26 NP JHSC - John Hancock Multifactor Small Cap ETF 11,880 725
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 3,913 245
2025-08-14 13F Hancock Whitney Corp 20,246 1.31 1,348 6.90
2025-07-29 NP BOGIX - Bogle Investment Management Small Cap Growth Fund 5,249 1.04 329 -5.75
2025-08-14 13F Millennium Management Llc 385,535 23.43 25,661 30.29
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 3,905 260
2025-08-14 13F Capstone Investment Advisors, Llc 5,232 348
2025-08-14 13F Algert Global Llc 158,357 15.19 11 25.00
2025-08-12 13F XTX Topco Ltd 15,775 157.93 1,050 172.47
2025-08-14 13F Susquehanna Portfolio Strategies, LLC 21,153 1,408
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 24,393 2.31 1,489 -5.28
2025-07-31 13F/A Avion Wealth 21 75.00 0
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 13,731 7.38 914 13.28
2025-08-11 13F Vanguard Group Inc 6,342,167 0.03 422,135 5.58
2025-07-24 NP ONEQ - Fidelity Nasdaq Composite Index Tracking Stock This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 18,789 0.48 1,177 -6.07
2025-08-26 NP Profunds - Profund Vp Small-cap 125 2.46 8 14.29
2025-08-07 13F Readystate Asset Management Lp 10,516 700
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 203 14
2025-06-23 NP MGPIX - Mid-cap Growth Profund Investor Class 134 48.89 8 60.00
2025-08-14 13F/A Skopos Labs, Inc. 141 147.37 9 200.00
2025-08-12 13F Pathstone Holdings, LLC 11,517 3.75 767 9.43
2025-07-29 NP EBI - Longview Advantage ETF 1,004 3,362.07 63 6,100.00
2025-06-26 NP FSMD - Fidelity Small-Mid Factor ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 33,898 107.20 2,069 92.11
2025-08-14 13F State Of Wisconsin Investment Board 21,262 61.69 1,415 70.69
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 241,297 1.93 16,061 7.58
2025-08-28 NP SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,451 25.52 97 33.33
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 10,308 0.71 686 6.36
2025-08-12 13F Summit Global Investments 5,249 1.04 0
2025-08-20 NP QMNIX - AQR Equity Market Neutral Fund Class I 51,275 963.13 3,413 1,022.37
2025-08-12 13F Rhumbline Advisers 210,011 1.60 13,978 7.24
2025-07-22 13F Unique Wealth, Llc 3,120 208
2025-08-13 13F Norges Bank 674,019 44,863
2025-08-14 13F Axa S.a. 10,557 24.73 703 31.71
2025-08-14 13F Optiver Holding B.V. 536 24.07 36 29.63
2025-08-14 13F Rafferty Asset Management, LLC 43,287 9.01 2,881 15.10
2025-06-24 NP FMDCX - Federated Mid-Cap Index Fund Service 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 5,065 2.45 309 -4.92
2025-08-20 NP QHFRX - AQR MS Fusion HV Fund Class R6 297 20
2025-08-14 13F Wells Fargo & Company/mn 34,860 60.22 2,320 69.10
2025-08-26 NP GSCYX - SMALL CAP EQUITY FUND Institutional 24,393 19.14 1,624 25.72
2025-07-17 13F DiNuzzo Private Wealth, Inc. 17 13.33 1
2025-08-26 NP TEXN - iShares Texas Equity ETF 120 8
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 15 7.14 1
2025-08-13 13F Edgestream Partners, L.P. 14,558 969
2025-08-13 13F Arizona State Retirement System 16,321 1.75 1,086 7.42
2025-08-14 13F Dark Forest Capital Management Lp 35,019 37.45 2,331 45.08
2025-06-30 NP SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF 86 5
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 4,188 13.80 256 5.37
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 98,465 1.08 6,167 -5.52
2025-08-26 NP PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 147,300 9,804
2025-08-14 13F Azora Capital LP 1,090,166 15.09 72,561 21.48
2025-06-23 NP MDPIX - Mid-cap Profund Investor Class 196 24.84 12 10.00
2025-07-25 13F JustInvest LLC 4,345 4.05 289 9.89
2025-08-26 13F/A Thrivent Financial For Lutherans 12,683 0.32 1
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 11,447 2.23 717 -4.53
2025-06-27 NP ESCQX - Embark Small Cap Equity Fund Retirement Class 68,693 19.50 4,193 10.72
2025-08-13 13F Pictet Asset Management Holding SA 8,400 0.90 559 6.68
2025-08-14 13F Fieldview Capital Management, LLC 6,545 13.81 436 20.17
2025-03-25 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 4,801 0.88 316 8.59
2025-08-12 13F Legal & General Group Plc 89,364 1.48 5,948 7.13
2025-08-07 13F Hughes Financial Services, LLC 9 1
2025-08-28 NP SPTM - SPDR(R) Portfolio Total Stock Market ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10,455 2.15 696 7.75
2025-08-06 13F Commonwealth Equity Services, Llc 44,366 11.79 3 0.00
2025-08-14 13F Royal Bank Of Canada 13,178 3.59 877 9.35
2025-08-01 13F Rossby Financial, LCC 15 1
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 1,017 2.21 68 8.06
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 2,815 6.03 187 11.98
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 128 2.40 9 14.29
2025-08-26 NP IASAX - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV 16,017 16.29 1,066 22.81
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 134,613 3.13 8,217 -4.47
2025-06-27 NP RSSL - Global X Russell 2000 ETF 32,838 6.55 2,004 -1.28
2025-06-27 NP BIVIX - Invenomic Fund Institutional Class shares Short -74,267 -4,533
2025-08-07 13F Campbell & CO Investment Adviser LLC 4,075 271
2025-08-14 13F California State Teachers Retirement System 51,647 0.26 3,438 5.82
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 8,650 14.57 542 7.13
2025-08-11 13F Brown Brothers Harriman & Co 51 3
2025-08-28 NP ASVIX - Small Cap Value 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 930,000 15.53 61,901 21.94
2025-08-08 13F Ontario Teachers Pension Plan Board 7,389 492
2025-08-05 13F Bank of New York Mellon Corp 483,869 0.32 32,206 5.89
2025-08-06 13F Convergence Financial, LLC 7,442 81.96 495 92.61
2025-08-20 NP QRPNX - AQR Alternative Risk Premia Fund Class N 7,300 6.88 486 12.79
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 16,681 2.68 1,110 8.40
2025-07-24 NP HSMNX - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 25,978 27.49 1,627 19.19
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 5,335 5.73 326 -2.11
2025-08-08 13F Crossmark Global Holdings, Inc. 3,096 206
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 144,549 30.39 9,621 37.64
2025-07-24 13F CWM Advisors, LLC 5,844 6.99 389 12.79
2025-07-25 NP NTIAX - Columbia Mid Cap Index Fund Class A 45,585 0.80 2,855 -5.81
2025-03-27 NP PTMC - Pacer Trendpilot US Mid Cap ETF 8,042 1.67 530 -0.75
2025-08-26 NP SDVY - First Trust SMID Cap Rising Dividend Achievers ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,042,920 0.69 69,417 6.28
2025-08-08 13F Bailard, Inc. 11,400 7.55 759 13.47
2025-08-26 NP WASMX - Walden SMID Cap Fund 39,678 7.00 2,641 12.92
2025-08-13 13F EverSource Wealth Advisors, LLC 2,341 17.05 156 23.02
2025-07-28 NP REGL - ProShares S&P MidCap 400 Dividend Aristocrats ETF 523,678 14.40 32,798 6.94
2025-08-29 NP STXK - Strive Small-Cap ETF 1,767 3.27 118 9.35
2025-08-14 13F Aqr Capital Management Llc 659,381 100.95 43,888 114.74
2025-07-28 NP HDG - ProShares Hedge Replication ETF 71 10.94 4 0.00
2025-07-11 13F Diversified Trust Co 20,152 1.21 1,341 6.85
2025-08-28 NP AXVNX - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares 1,390 93
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 1,800,941 1.79 119,871 7.44
2025-06-26 NP DFUV - Dimensional US Marketwide Value ETF 54,087 0.20 3,301 -7.17
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 25,209 2.00 1,678 7.64
2025-08-13 13F Panagora Asset Management Inc 368,537 2.24 24,530 7.91
2025-08-14 13F Bank Of America Corp /de/ 114,598 24.55 7,628 31.45
2025-07-28 NP AVUV - Avantis U.S. Small Cap Value ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,242,896 6.60 77,843 -0.35
2025-07-28 NP AVUVX - Avantis U.S. Small Cap Value Fund Institutional Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 69,792 13.16 4,371 5.78
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 2,151 47.43 131 36.46
2025-08-07 13F Parkside Financial Bank & Trust 41 105.00 3 100.00
2025-08-07 13F Hennion & Walsh Asset Management, Inc. 6,259 0.63 417 6.12
2025-08-20 NP QCFIX - AQR CVX Fusion Fund Class I 81 5
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 1,265 8.12 84 15.07
2025-08-07 13F ProShare Advisors LLC 546,235 14.77 36,357 21.14
2025-05-05 13F Foundry Partners, LLC 172,715 1.37 10,891 1.21
2025-08-14 13F T. Rowe Price Investment Management, Inc. 581,755 52.44 39 58.33
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 12,583 0.33 838 5.95
2025-06-25 NP SDVD - FT Vest SMID Rising Dividend Achievers Target Income ETF 55,992 10.20 3,418 2.09
2025-08-04 13F Assetmark, Inc 13 18.18 1
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 5,500 32.75 336 23.16
2025-08-11 13F Tamar Securities, LLC 722,637 0.63 48,099 6.21
2025-08-14 13F Raymond James Financial Inc 1,911 127
2025-08-15 13F Tower Research Capital LLC (TRC) 7,326 80.13 488 90.23
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 94,533 2.59 6,292 8.30
2025-08-14 13F Goldman Sachs Group Inc 615,526 12.33 40,969 18.57
2025-08-13 13F First Trust Advisors Lp 1,251,947 1.73 83,330 7.37
2025-07-08 13F Parallel Advisors, LLC 2,138 1.38 142 7.58
2025-08-20 NP QLFIX - AQR LSE Fusion Fund Class I 173 12
2025-08-14 13F Voya Investment Management Llc 14,769 1.53 983 7.20
2025-08-08 13F/A Sterling Capital Management LLC 1,347 44.37 90 53.45
2025-08-28 NP AMALX - Small Cap Dividend Fund G Class 33,249 5.97 2,213 11.88
2025-08-04 13F Strs Ohio 6,200 6.90 413 12.88
2025-08-25 NP MMBUX - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 301 20
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 12,367 10.67 755 2.45
2025-08-14 13F Bnp Paribas Arbitrage, Sa 13,015 3.21 866 8.93
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 8,354 2.14 556 7.96
2025-08-11 13F Alps Advisors Inc 5,827 1.22 388 6.61
2025-08-26 NP Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF 269 18
2025-06-26 NP PQCCX - PGIM QMA Mid-Cap Core Equity Fund Class R6 235 11.90 14 7.69
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
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 15,304 17.70 934 9.11
2025-08-01 13F Envestnet Asset Management Inc 26,883 18.71 1,789 25.37
2025-07-14 13F UMA Financial Services, Inc. 7 0
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 6 0
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 1,314 87
2025-08-14 13F Wellington Management Group Llp 25,391 0.01 1,690 5.63
2025-08-25 13F/A Neuberger Berman Group LLC 3,760 0.99 250 6.84
2025-08-28 NP KRE - SPDR(R) S&P Regional Banking(SM) 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 310,212 0.19 20,648 5.75
2025-08-26 NP GFSYX - Strategic Alternatives Fund Institutional 243 5.65
2025-06-18 NP NWHDX - Nationwide Bailard Cognitive Value Fund Class A 11,400 7.55 696 -0.43
2025-07-15 13F Fifth Third Bancorp 464 11.00 31 15.38
2025-08-28 NP IWO - iShares Russell 2000 Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 54,163 3,605
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 14,387 0.78 958 6.33
2025-07-09 13F Reinhart Partners, Inc. 788,418 1.38 52,478 7.01
2025-08-14 13F Fiduciary Trust Co 3,030 202
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 15,885 1.82 970 -5.65
2025-08-14 13F Mercer Global Advisors Inc /adv 47,761 1.49 3,179 7.11
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 3,799 6.21 253 12.00
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 10,555 8.46 703 14.52
2025-07-25 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 3,947 27.36 247 19.32
2025-07-31 13F Peterson Wealth Services 16 1
2025-07-14 13F Farmers & Merchants Investments Inc 45 9.76 3 0.00
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 6,144 2.55 375 -4.82
2025-08-14 13F D. E. Shaw & Co., Inc. 16,785 1,117
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 1,019 68
2025-08-12 13F American Century Companies Inc 2,885,687 19.30 192,071 25.93
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 27,635 10.49 1,687 2.31
2025-08-08 13F Larson Financial Group LLC 4 0
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 29,936 2.01 1,993 7.68
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 28,812 1.04 1,759 -6.39
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 64,969 2.42 4,324 8.10
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 51,128 78.65 3,121 65.52
2025-08-13 13F MetLife Investment Management, LLC 60,424 0.55 4,022 6.12
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 78,806 12.20 4,936 4.87
2025-08-08 13F Geode Capital Management, Llc 1,414,229 1.00 94,142 6.59
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 432 60.00 26 52.94
2025-08-26 NP Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF 481 4.34 32 10.34
2025-07-25 NP SCHD - Schwab U.S. Dividend Equity 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 1,529,309 8.73 95,781 1.64
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 361 6.49 22 0.00
2025-08-14 13F Quantinno Capital Management LP 8,659 6.98 576 12.94
2025-08-12 13F Northwestern Mutual Investment Management Company, Llc 11,933 0.32 794 5.87
2025-06-26 NP FLXSX - Fidelity Flex Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10,531 19.36 643 10.50
2025-08-26 NP EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 4,779 1.85 318 7.80
2025-08-26 NP FSCS - Mid Cap US Equity Select ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,387 75.56 425 85.59
2025-08-26 NP Profunds - Profund Vp Mid-cap Value 111 12.12 7 16.67
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 113,293 0.93 7,541 6.53
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 7,595 4.33 464 -3.34
2025-07-31 13F Nisa Investment Advisors, Llc 31,169 0.62 2,075 6.20
2025-07-28 13F Boston Trust Walden Corp 1,405,068 0.50 93,521 6.08
2025-03-25 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 28,128 6.91 1,853 15.02
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 546,916 2.38 33,384 -5.15
2025-05-15 13F Texas Permanent School Fund 39,669 2,421
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 1,008 1.92 63 -4.55
2025-08-14 13F Two Sigma Investments, Lp 15,800 294.01 1,052 317.06
2025-08-14 13F Ubs Asset Management Americas Inc 176,782 5.62 11,767 11.48
2025-08-14 13F Winton Capital Group Ltd 18,626 6.42 1,240 12.33
2025-04-25 NP BLUIX - BLUEPRINT GROWTH FUND Institutional Class 1,119 41.11 75 111.43
2025-06-26 NP TSMOX - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 53,865 5.03 3,288 -2.72
2025-06-25 NP DIVB - iShares U.S. Dividend and Buyback 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 882 49.24 54 39.47
2025-03-28 NP XMMO - Invesco S&P MidCap 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 267,898 73.35 17,652 86.45
2025-08-08 13F SG Americas Securities, LLC 81,844 311.13 5 400.00
2025-08-13 13F Victory Capital Management Inc 71,186 31.56 4,738 38.86
2025-09-04 13F/A Advisor Group Holdings, Inc. 639 14.11 42 20.00
2025-08-14 13F Horizon Investments, LLC 26,954 1,794
2025-07-17 13F Janney Montgomery Scott LLC 9,420 3.62 1
2025-08-20 NP ASMOX - AQR Small Cap Momentum Style Fund Class I 2,453 340.39 163 365.71
2025-07-24 13F Ronald Blue Trust, Inc. 855 5.43 57 9.80
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 2,478 10.77 155 4.03
2025-07-15 13F Fortitude Family Office, LLC 25 2
2025-08-12 13F O'shaughnessy Asset Management, Llc 16,339 2.01 1,088 7.62
2025-08-12 13F Charles Schwab Investment Management Inc 2,192,298 2.35 145,919 8.03
2025-08-13 13F Northwestern Mutual Wealth Management Co 42 3
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 79,458 5.84 4,976 -1.05
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 181,062 0.43 11,052 -6.95
2025-07-11 13F/A Umb Bank N A/mo 629 67.29 42 78.26
2025-06-27 NP XMVM - Invesco S&P MidCap Value with 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 42,792 0.73 2,612 -6.68
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MX:IBOC
DE:IB4 €61.50
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