PLYM / Plymouth Industrial REIT, Inc. - Pemilikan Institusi - Pembeli

Plymouth Industrial REIT, Inc.
US ˙ NYSE ˙ US7296401026

Pemilikan Institusi dan Dana - Pembeli

Pemegang utama yang telah membuka kedudukan baru dalam Plymouth Industrial REIT, Inc. termasuk Neuberger Berman Group LLC, AVFIX - American Beacon Small Cap Value Fund Institutional Class, Gabelli Funds Llc, Raymond James Financial Inc, Norges Bank, PSC - Principal U.S. Small-Cap Multi-Factor Index ETF, CWSIX - Carillon Chartwell Small Cap Value Fund Class Chartwell, TASVX - PGIM QMA SMALL-CAP VALUE FUND Class Z, Gamco Investors, Inc. Et Al, SLLAX - SIMT Small Cap Fund Class F, Arkhouse Management Co. LP, GeoWealth Management, LLC, NRSH - Aztlan North America Nearshoring Stock Selection ETF, State of Tennessee, Treasury Department, WSML - iShares MSCI World Small-Cap ETF, WealthCollab, LLC, MAI Capital Management, ETTOX - E*TRADE No Fee Total Market Index Fund, IFP Advisors, Inc, dan New Age Alpha Funds Trust - NAA Risk Managed Real Estate Fund Institutional Class .

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 Jane Street Group, Llc 112,033 297.01 1,799 291.94
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 6,233 5.16 100 4.17
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 209 2.45 3 0.00
2025-08-14 13F Bank Of America Corp /de/ 302,887 106.52 4,864 103.51
2025-08-14 13F Colony Group, LLC 55,168 0.17 886 -1.34
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 96 1.05 2 0.00
2025-08-15 13F WealthCollab, LLC 446 7
2025-08-15 13F Brookfield Asset Management Inc. 260,102 8.87 4,177 7.27
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 26 0
2025-07-24 13F IFP Advisors, Inc 0 3
2025-07-15 13F Public Employees Retirement System Of Ohio 219,326 6.33 3,522 4.76
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 11 10.00 0
2025-07-24 13F Us Bancorp \de\ 13,855 2,810.71 223 3,071.43
2025-07-25 13F Cwm, Llc 1,573 62.16 0
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 2,178 11.18 32 0.00
2025-08-28 NP SIIIX - AlphaCentric Strategic Income Fund Class I 10,000 100.00 161 97.53
2025-08-14 13F Verition Fund Management LLC 58,791 944
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 428,132 2.17 6,366 -9.57
2025-07-16 13F State of Alaska, Department of Revenue 19,817 3.03 0
2025-08-13 13F Northern Trust Corp 424,953 3.21 6,825 1.68
2025-06-27 NP DASVX - Dunham Small Cap Value Fund Class A 31,670 10.37 471 -2.49
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 120,103 9.66 1,946 2.42
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 12,405 6.46 184 -5.64
2025-08-13 13F PineBridge Investments, L.P. 23,157 11.58 372 9.76
2025-08-14 13F Wells Fargo & Company/mn 27,341 9.05 439 7.60
2025-08-12 13F Proequities, Inc. 0 0
2025-08-14 13F Voya Investment Management Llc 129,758 60.05 2,084 57.68
2025-08-12 13F Legal & General Group Plc 48,215 9.61 774 8.10
2025-08-13 13F Russell Investments Group, Ltd. 135,905 5.69 2,183 4.10
2025-08-27 NP Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 36,765 0.74 590 -0.67
2025-08-25 NP DTRE - First Trust FTSE EPRA/NAREIT Developed Markets Real Estate 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 9,568 1.06 154 -0.65
2025-08-12 13F Charles Schwab Investment Management Inc 568,376 4.32 9,128 2.79
2025-07-31 13F Caitong International Asset Management Co., Ltd 21 5.00 0
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 62,508 2.52 1,004 1.01
2025-08-13 13F Arizona State Retirement System 11,964 2.10 192 0.52
2025-08-26 NP IVCSX - Voya Small Company Portfolio Class I 41,982 9.61 674 8.01
2025-08-13 13F Arrowstreet Capital, Limited Partnership 314,566 71.05 5,052 68.54
2025-08-14 13F Meros Investment Management, LP 657,627 14.74 10,561 13.05
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 2,151 9.08 35 6.25
2025-06-27 NP RSSL - Global X Russell 2000 ETF 24,386 6.73 363 -5.48
2025-08-11 13F Covestor Ltd 121 2,925.00 0
2025-08-14 13F Quarry LP 145 2
2025-08-08 13F Principal Financial Group Inc 94,198 57.11 1,513 54.76
2025-07-08 13F Parallel Advisors, LLC 1,594 136.15 26 127.27
2025-07-21 13F Zwj Investment Counsel Inc 14,184 24.31 228 22.70
2025-06-26 NP FSRNX - Fidelity 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 82,219 1.09 1,223 -10.54
2025-05-30 NP New Age Alpha Funds Trust - NAA Risk Managed Real Estate Fund Institutional Class Short -59,287 -966
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 45,818 2.04 681 -9.68
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 766 3.10 12 -7.69
2025-08-12 13F Prudential Financial Inc 47,215 92.83 758 89.97
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 20,988 51.83 337 49.78
2025-06-26 NP MSTQX - Morningstar U.S. Equity Fund 102,710 8.69 1,527 -3.78
2025-08-14 13F Ameriprise Financial Inc 545,551 1.91 8,762 0.41
2025-08-15 13F Morgan Stanley 318,483 19.09 5,115 17.35
2025-08-13 13F Gabelli Funds Llc 138,504 2,224
2025-08-12 13F Rhumbline Advisers 88,402 28.69 1,420 26.81
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 30,500 2.69 490 1.03
2025-08-26 NP JDSCX - JPMorgan Small Cap Blend Fund Class I 312,273 27.88 5,015 26.01
2025-08-12 13F Jpmorgan Chase & Co 900,430 1.92 14,461 0.42
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 8,667 18.27 139 16.81
2025-06-27 NP AVFIX - American Beacon Small Cap Value Fund Institutional Class 902,375 13,418
2025-08-08 13F/A Sterling Capital Management LLC 1,141 64.88 18 63.64
2025-06-26 NP DFGR - Dimensional Global Real Estate ETF 52,969 12.67 788 -0.25
2025-08-12 13F Heartland Advisors Inc 657,100 19.49 10,553 17.74
2025-08-13 13F EverSource Wealth Advisors, LLC 124 26.53 2 0.00
2025-07-28 NP VCSLX - Small Cap Index Fund 17,049 11.30 276 4.15
2025-08-14 13F Price T Rowe Associates Inc /md/ 20,517 19.31 0
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 4,555 2.52 68 -9.46
2025-08-12 13F/A Boston Partners 28,954 0.15 465 -1.27
2025-08-14 13F Bnp Paribas Arbitrage, Sa 3,834 65.26 62 64.86
2025-07-29 NP NKMCX - North Square Kennedy MicroCap Fund Class I 8,462 81.35 137 71.25
2025-08-07 13F Kestra Private Wealth Services, Llc 35,973 91.31 578 88.56
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 11,111 39.25 178 36.92
2025-08-25 13F/A Neuberger Berman Group LLC 1,592,767 25,580
2025-08-27 NP PGOAX - PGIM JENNISON SMALL COMPANY FUND Class A 1,791,825 2.40 28,777 0.89
2025-08-21 NP MXREX - Great-West Real Estate Index Fund Investor Class 39,270 18.01 631 16.24
2025-08-14 13F Aqr Capital Management Llc 20,484 329
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 5,052 24.04 81 22.73
2025-08-27 NP TPLNX - Timothy Small-Cap Value Fund Class A 188,095 8.16 3,021 6.56
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 3,186 16.36 47 4.44
2025-08-07 13F Allworth Financial LP 425 26.49 7 50.00
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 5,564 69.27 83 49.09
2025-08-28 NP IWC - iShares Micro-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 92,396 3.24 1,484 1.71
2025-05-14 13F/A Norges Bank 86,500 1,946
2025-08-28 NP SMVIX - Simt Small Cap Value Fund Class I 25,805 58.49 414 56.23
2025-08-14 13F Engineers Gate Manager LP 19,415 14.00 312 12.27
2025-07-30 13F D.a. Davidson & Co. 59,937 1.75 963 0.21
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 76,115 2.68 1,233 -4.05
2025-08-14 13F Arkhouse Management Co. LP 18,110 291
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 84,083 10.67 1,350 9.05
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 200,337 8.95 3,245 1.79
2025-08-14 13F Adage Capital Partners Gp, L.l.c. 756,124 8.02 12,143 6.42
2025-06-26 NP FSSLX - Fidelity Series Small Cap Core Fund 300,138 6.68 4,463 -5.56
2025-08-01 13F Envestnet Asset Management Inc 45,387 103.77 729 100.55
2025-05-05 13F Lindbrook Capital, Llc 520 1,900.00 8
2025-08-14 13F Daiwa Securities Group Inc. 13,734 3.78 0
2025-08-11 13F Nomura Asset Management Co Ltd 54,400 6.46 874 4.93
2025-07-21 13F Copeland Capital Management, LLC 4,083 16.36 66 14.04
2025-08-14 13F Nebula Research & Development LLC 46,513 26.01 747 24.13
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 264,582 0.47 3,934 -11.08
2025-08-26 NP Profunds - Profund Vp Small-cap 94 4.44 2 0.00
2025-08-14 13F Alliancebernstein L.p. 46,841 0.01 752 -1.44
2025-07-31 13F Sumitomo Mitsui Trust Holdings, Inc. 47,644 17.25 765 15.56
2025-08-14 13F/A Barclays Plc 88,143 25.17 1 0.00
2025-08-29 NP DHS - WisdomTree U.S. High Dividend Fund N/A 1,099 1.85 18 0.00
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 8,200 19.22 122 5.22
2025-08-22 NP FISVX - Fidelity Small Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 46,829 3.08 752 1.62
2025-08-13 13F GeoWealth Management, LLC 11,189 180
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 909 11.40 15 7.69
2025-08-01 13F Peregrine Capital Management Llc 352,648 10.55 5,664 8.92
2025-08-26 NP Delaware Vip Trust - Delaware Vip Small Cap Value Series Standard Class 486,900 13.44 7,820 11.78
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 1,017 32.42 16 33.33
2025-08-13 13F Victory Capital Management Inc 76,000 4.11 1,221 2.61
2025-08-13 13F F/M Investments LLC 94,918 0.48 1,524 -0.97
2025-08-08 13F Pnc Financial Services Group, Inc. 4,982 8.90 80 8.11
2025-08-14 13F State Street Corp 1,242,844 2.89 20,249 1.35
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 166 6.41 2 0.00
2025-08-15 13F Great West Life Assurance Co /can/ 61,408 10.97 1
2025-08-14 13F Macquarie Group Ltd 1,787,337 12.37 28,705 10.71
2025-06-25 NP USRT - iShares Core U.S. REIT 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 101,628 6.44 1,511 -5.80
2025-08-08 13F Geode Capital Management, Llc 1,079,383 1.20 17,335 -0.30
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 222,269 0.12 3,601 -6.47
2025-08-26 NP NSCAX - Nuveen NWQ Small-Cap Value 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 213,251 27.42 3,425 25.51
2025-08-13 13F Gamco Investors, Inc. Et Al 21,061 338
2025-08-27 NP CWSIX - Carillon Chartwell Small Cap Value Fund Class Chartwell 26,987 433
2025-08-14 13F Ubs Asset Management Americas Inc 106,484 217.15 1,710 212.61
2025-08-13 13F Invesco Ltd. 72,262 7.04 1,161 5.45
2025-06-18 NP RTXAX - Tax-Managed Real Assets Fund Class A 13,640 255.67 203 121.98
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 3,071 6.67 49 6.52
2025-08-13 13F ExodusPoint Capital Management, LP 111,391 1.00 2 0.00
2025-08-13 13F Crossingbridge Advisors, LLC 10,000 100.00 161 97.53
2025-08-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 35,156 565
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 11,343 12.51 182 10.98
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 3,679 34.27 55 17.39
2025-07-28 NP HDG - ProShares Hedge Replication ETF 53 12.77 1
2025-08-26 NP NOSGX - Northern Small Cap Value Fund 39,314 363.17 631 357.25
2025-08-26 NP JPSV - JPMorgan Active Small Cap Value ETF 9,876 43.50 159 41.07
2025-08-05 13F Bank of New York Mellon Corp 237,231 11.19 3,810 9.55
2025-08-14 13F Two Sigma Investments, Lp 356,707 22.97 5,729 21.15
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 1,110 49.60 18 41.67
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 7,360 13.84 109 0.93
2025-08-14 13F Royal Bank Of Canada 116,190 186.51 1,866 182.30
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 6,779 0.89 109 -0.92
2025-08-05 13F Versor Investments LP 10,200 164
2025-06-26 NP NRSH - Aztlan North America Nearshoring Stock Selection ETF 6,422 95
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 36,931 14.80 549 1.67
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 3,850 14.75 62 12.96
2025-08-04 13F Strs Ohio 428,404 4.97 6,880 3.43
2025-08-14 13F State Of Wisconsin Investment Board 27,335 439
2025-08-28 NP SLLAX - SIMT Small Cap Fund Class F 20,884 335
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 2,302 65.25 37 54.17
2025-08-18 NP HRTVX - HEARTLAND VALUE FUND Investor Class 600,000 20.00 9,636 18.23
2025-08-13 13F Jones Financial Companies Lllp 115 3,733.33 2
2025-08-14 13F Barnett & Company, Inc. 140,290 27.90 2,253 26.08
2025-08-14 13F Quantinno Capital Management LP 21,540 68.44 346 65.87
2025-07-22 13F Gsa Capital Partners Llp 31,391 7.25 1
2025-06-25 NP PQJCX - PGIM Jennison Small-Cap Core Equity Fund Class R6 5,105 0.24 76 -11.76
2025-08-12 13F MAI Capital Management 35 1
2025-08-12 13F Dimensional Fund Advisors Lp 566,523 3.42 9,098 1.88
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 3,003 49
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 6,961 73.72 104 53.73
2025-06-26 NP DFAR - Dimensional US Real Estate ETF 39,359 78.20 585 57.68
2025-08-11 13F Rothschild Investment Llc 85 6.25 1 0.00
2025-08-15 13F State of Tennessee, Treasury Department 4,800 77
2025-08-14 13F Man Group plc 89,655 22.27 1,440 20.42
2025-04-25 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 13,376 94.11 232 79.07
2025-07-23 NP VYSGX - Voya Small Company Fund Class W 29,000 18.96 470 11.14
2025-08-18 13F/A Westwood Holdings Group Inc 4,525,181 0.11 72,674 -1.37
2025-07-28 NP BBRE - JPMorgan BetaBuilders MSCI U.S. REIT ETF 50,859 2.04 824 -4.75
2025-08-05 13F Meixler Investment Management, Ltd. 62,901 2.41 1,010 0.90
2025-08-15 13F Tower Research Capital LLC (TRC) 4,228 244.02 68 235.00
2025-07-30 NP RDOG - ALPS REIT Dividend Dogs ETF 16,103 4.95 261 -2.26
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 8,083 15.87 130 14.16
2025-08-01 13F Jennison Associates Llc 3,645,335 2.95 58,544 1.44
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 241,692 6.94 3,915 -0.08
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 19,178 1.98 308 0.33
2025-08-11 13F Citigroup Inc 47,888 5.11 769 3.64
2025-09-04 13F/A Advisor Group Holdings, Inc. 399 2,560.00 6
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 48,821 3.80 784 2.35
2025-08-14 13F Susquehanna International Group, Llp 49,524 0.79 795 -0.62
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 56,978 7.94 923 0.87
2025-07-14 13F GAMMA Investing LLC 482 135.12 8 133.33
2025-08-06 13F Thompson Siegel & Walmsley Llc 634,981 20.41 10 25.00
2025-08-12 13F Nuveen, LLC 361,919 43.65 5,812 34.97
2025-08-12 13F CIBC Private Wealth Group, LLC 2,710 0.33 44 19.44
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 99,318 3.10 1,477 -8.78
2025-08-14 13F Raymond James Financial Inc 107,778 1,731
2025-06-25 NP TASVX - PGIM QMA SMALL-CAP VALUE FUND Class Z 21,300 317
2025-06-26 NP Thrivent Core Funds - Thrivent Core Small Cap Value Fund 394,175 4.88 5,861 -7.17
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