POWL / Powell Industries, Inc. - Pemilikan Institusi - Pembeli

Powell Industries, Inc.
US ˙ NasdaqGS ˙ US7391281067

Pemilikan Institusi dan Dana - Pembeli

Pemegang utama yang telah membuka kedudukan baru dalam Powell Industries, Inc. termasuk Kovitz Investment Group Partners, LLC, Voss Capital, LLC, ESCQX - Embark Small Cap Equity Fund Retirement Class, Polen Capital Management Llc, NORTHERN LIGHTS FUND TRUST II - Hodges Fund Retail Class, Royal Bank Of Canada, NORTHERN LIGHTS FUND TRUST II - Hodges Small Cap Fund Retail Class Shares, Kingstone Capital Partners Texas, LLC, Chatham Capital Group, Inc., Congress Asset Management Co /ma, SKSEX - AMG Managers Skyline Special Equities Fund Class N, Capital Fund Management S.a., Magnetar Financial LLC, SDVD - FT Vest SMID Rising Dividend Achievers Target Income ETF, DADGX - Dunham Small Cap Growth Fund Class A, PCSGX - PACE Small/Medium Co Growth Equity Investments Class P, Landscape Capital Management, L.l.c., Eaton Financial Holdings Company, LLC, Hancock Whitney Corp, dan Campbell & CO Investment Adviser 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
(%)
2025-08-13 13F Fisher Asset Management, LLC 200,639 0.20 42,225 23.80
2025-07-28 NP AVSC - Avantis U.S. Small Cap Equity 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 20,107 5.59 3,410 5.51
2025-04-29 NP HASAX - Horizon Active Asset Allocation Fund Advisor Class 5,864 6.52 995 -32.36
2025-07-11 13F/A Umb Bank N A/mo 315 4.30 66 29.41
2025-08-29 NP NORTHERN LIGHTS FUND TRUST II - Hodges Fund Retail Class 25,000 5,261
2025-08-14 13F Nebula Research & Development LLC 3,344 73.08 704 113.68
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 666 7.59 140 33.33
2025-09-04 13F/A Advisor Group Holdings, Inc. 6,127 18.69 1,272 44.71
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 23,265 2.86 4,260 -21.45
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 4,648 7.77 851 -17.70
2025-07-28 NP VCSLX - Small Cap Index Fund 3,937 10.28 668 10.25
2025-08-14 13F Aster Capital Management (DIFC) Ltd 295 62
2025-07-11 13F Kingstone Capital Partners Texas, LLC 15,120 3
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 1,793 17.27 328 -10.38
2025-07-23 13F Klp Kapitalforvaltning As 2,100 16.67 442 44.12
2025-08-11 13F Alps Advisors Inc 2,021 1.20 425 25.00
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 2,417 7.33 509 32.64
2025-08-14 13F Ophir Asset Management Pty Ltd 185,127 71.26 42,696 131.90
2025-08-12 13F Legal & General Group Plc 27,248 6.92 5,734 32.12
2025-07-29 13F TFC Financial Management 111 11,000.00 23
2025-06-26 NP USCAX - Small Cap Stock Fund Shares 5,103 934
2025-08-19 13F State of Wyoming 157 33
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 1,936 2.27 407 26.40
2025-08-29 NP NORTHERN LIGHTS FUND TRUST II - Hodges Small Cap Fund Retail Class Shares 16,000 3,367
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 13,346 8.80 2,263 8.75
2025-08-12 13F Journey Strategic Wealth Llc 1,065 224
2025-07-30 13F Roman Butler Fullerton & Co 3,663 1.72 910 45.67
2025-08-21 NP MSCQX - Mercer US Small/Mid Cap Equity Fund Class I 17,274 11.49 3,635 37.74
2025-08-13 13F Northern Trust Corp 119,019 11.56 25,048 37.83
2025-08-11 13F Covestor Ltd 229 12.81 0
2025-08-27 NP AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I 12,337 87.81 2,596 132.20
2025-08-08 13F Atlantic Trust, LLC 2 0
2025-08-07 13F First Dallas Securities Inc. 1,950 410
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 1,192 4.47 251 28.87
2025-08-14 13F Group One Trading, L.p. Call 19,800 9.39 4,167 35.17
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 206 4.04 43 30.30
2025-08-26 NP Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF 84 5.00 18 30.77
2025-07-24 13F Strong Tower Advisory Services 5,665 0.39 1,192 25.21
2025-08-12 13F Global Retirement Partners, LLC 192 92.00 40 81.82
2025-08-13 13F Arizona State Retirement System 2,817 2.03 593 25.96
2025-07-30 NP SMIZ - Zacks Small/Mid Cap ETF 1,753 4.66 297 4.58
2025-07-24 13F Jfs Wealth Advisors, Llc 2 0
2025-08-11 13F Rothschild Investment Llc 55 83.33 12 120.00
2025-08-08 13F Principal Financial Group Inc 74,009 33.19 15,575 64.57
2025-07-31 13F Leavell Investment Management, Inc. 2,147 22.62 452 51.34
2025-08-13 13F Virtus ETF Advisers LLC 218 46
2025-07-14 13F GAMMA Investing LLC 797 32.61 168 63.73
2025-08-13 13F Loomis Sayles & Co L P 50,404 3.43 10,608 132,487.50
2025-08-13 13F Mount Yale Investment Advisors, LLC 156 33
2025-08-15 13F Keel Point, LLC 3,010 633
2025-05-05 13F Lindbrook Capital, Llc 19 280.00 3 200.00
2025-07-25 13F Hemington Wealth Management 3 0
2025-08-12 13F Manchester Capital Management LLC 200 42.86 42 82.61
2025-08-07 13F 1620 Investment Advisors, Inc. 3,302 0.52 695 24.15
2025-07-28 NP AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 113,259 7.37 19,208 7.29
2025-08-08 13F/A Sterling Capital Management LLC 3,908 70.51 822 110.77
2025-07-17 13F Ausbil Investment Management Ltd 17,250 6.58 3,630 31.71
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 1,412 5.45 297 30.26
2025-08-07 13F HighPoint Advisor Group LLC 1,770 0.11 372 13.41
2025-08-11 13F TD Waterhouse Canada Inc. 500 105
2025-08-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 27,302 217.91 5,746 292.95
2025-08-14 13F Price T Rowe Associates Inc /md/ 8,033 8.94 2 0.00
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I 4,888 7.81 1,029 33.16
2025-08-13 13F Walleye Capital LLC Put 4,100 105.00 863 153.53
2025-06-30 NP DADGX - Dunham Small Cap Growth Fund Class A 5,065 927
2025-08-13 13F Walleye Capital LLC Call 2,000 900.00 421 1,135.29
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 1,276 14.03 234 -13.06
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 87 40.32 16 7.14
2025-08-13 13F Amundi 11,372 189,433.33 2,485 248,400.00
2025-04-29 NP ARAAX - Horizon Active Risk Assist Fund Advisor Class 4,311 13.99 732 -27.70
2025-08-08 13F Cetera Investment Advisers 5,000 1.28 1,052 25.24
2025-07-28 NP AVUQ - Avantis U.S. Quality ETF 67 11
2025-07-25 13F Yousif Capital Management, Llc 3,532 0.28 743 24.04
2025-08-14 13F/A Rockefeller Capital Management L.P. 124,866 6.93 26,278 32.12
2025-08-13 13F Baird Financial Group, Inc. 60,124 0.54 12,653 24.22
2025-08-12 13F Trexquant Investment LP 3,319 698
2025-06-26 NP DFUV - Dimensional US Marketwide Value ETF 3,783 49.47 693 14.19
2025-07-17 13F Venture Visionary Partners LLC 11,802 435.24 2,484 562.13
2025-04-24 NP OASC - OneAscent Small Cap Core ETF 224 12.00 38 -28.30
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 201,700 106.10 42,448 154.65
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 2,778 1.50 509 -22.56
2025-07-29 NP ORSIX - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 5,070 26.75 860 26.70
2025-08-14 13F Cypress Asset Management Inc/tx 5,292 2.16 1,114 26.19
2025-08-14 13F Stifel Financial Corp 1,652 1.41 348 25.27
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 17,641 2.33 2,992 2.26
2025-04-28 NP VUSE - Vident Core U.S. Equity Fund 19,375 6.96 3,288 -32.11
2025-08-14 13F Raymond James Financial Inc 129,509 6.32 27,255 31.37
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 2,515 28.78 461 -1.71
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 622 12.68 114 -14.39
2025-07-25 13F Second Half Financial Partners, LLC 959 202
2025-03-27 NP AZTD - Aztlan Global Stock Selection DM SMID ETF 2,053 492
2025-08-07 13F Illumine Investment Management, LLC 7,133 2.09 1,501 26.13
2025-06-27 NP ESCQX - Embark Small Cap Equity Fund Retirement Class 26,385 4,831
2025-08-21 NP MXLSX - Great-West Loomis Sayles Small Cap Value Fund Investor Class 13,213 11.77 2,781 38.10
2025-07-16 13F Advisors Management Group Inc /adv 34,572 0.89 7 40.00
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 23 27.78 5 33.33
2025-08-29 NP DIAMX - Diamond Hill Long-Short Fund Class A Short -15,695 -28.56 -3,303 -11.73
2025-08-27 NP CSSAX - Carillon Scout Small Cap Fund Class A 10,294 6.88 2,166 32.07
2025-08-14 13F Optiver Holding B.V. 34 7
2025-08-27 NP TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund Short -5,212 -23.79 -1,097 -5.84
2025-08-13 13F Cerity Partners LLC 54,818 9.86 11,537 35.73
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 7,108 2.90 1,496 27.13
2025-07-24 NP Tema ETF Trust - Tema Electrification ETF 10,764 18.18 1,825 18.12
2025-08-14 13F Comerica Bank 7,147 9.08 1,504 34.89
2025-08-13 13F Rsm Us Wealth Management Llc 1,340 4.36 282 28.90
2025-08-08 13F Larson Financial Group LLC 1 0
2025-08-29 NP SKSEX - AMG Managers Skyline Special Equities Fund Class N 10,400 2,189
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 9,611 5.21 2,023 30.03
2025-07-08 13F Rise Advisors, LLC 6 1
2025-08-13 13F State Board Of Administration Of Florida Retirement System 2,514 20.00 529 48.60
2025-03-27 NP SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 114 27
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 10,715 2.45 2,255 26.56
2025-06-27 NP BIVIX - Invenomic Fund Institutional Class shares 0 -100.00 0 -100.00
2025-08-12 13F Quantum Private Wealth, LLC 10,569 17.16 2,224 44.79
2025-08-12 13F Rhumbline Advisers 26,645 4.64 5,607 29.28
2025-08-14 13F Oberweis Asset Management Inc/ 37,200 121.43 7,829 173.61
2025-07-31 13F/A Avion Wealth 3 0
2025-07-30 13F Stephens Investment Management Group LLC 84,214 13.80 17,723 40.61
2025-08-27 NP VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth 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 5,530 4.05 1,164 28.51
2025-08-14 13F Two Sigma Investments, Lp 38,146 849.85 8,028 1,073.54
2025-08-14 13F Parallax Volatility Advisers, L.P. Call 1,000 210
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 1,836 1.38 386 25.32
2025-08-13 13F Safe Harbor Fiduciary, LLC 50 11
2025-07-30 13F Cullen/frost Bankers, Inc. 63 133.33 13 225.00
2025-08-14 13F Quarry LP 5 1
2025-07-24 NP ESML - iShares ESG MSCI USA Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,686 7.92 795 7.88
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 501 9.87 105 36.36
2025-08-27 NP Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 8,838 26.08 1,860 441.98
2025-07-22 NP FSCC - Federated Hermes MDT Small Cap Core ETF 522 89
2025-08-13 13F Portolan Capital Management, LLC 170,558 220.45 35,894 295.95
2025-08-14 13F Rithm Capital Corp. 2,900 16.00 610 43.53
2025-08-14 13F Mml Investors Services, Llc 9,597 35.32 2 100.00
2025-07-07 13F Versant Capital Management, Inc 170 14.86 36 40.00
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 49 4.26 10 25.00
2025-08-05 13F Sigma Planning Corp 3,622 2.58 762 26.79
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 2,724 6.66 499 -18.63
2025-08-06 13F Cornerstone Investment Partners, LLC 2,022 0.05 426 23.55
2025-08-11 13F Vanguard Group Inc 705,159 1.04 148,401 24.84
2025-08-29 13F Evolution Wealth Management Inc. 95 20
2025-07-08 13F Nbc Securities, Inc. 2,073 1,702.61 0
2025-08-27 NP STRLX - Sterling Capital Stratton Mid Cap Value Fund A Shares 3,885 108.20 818 157.73
2025-08-14 13F Quantinno Capital Management LP 1,372 12.74 289 39.13
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 3,193 3.20 672 27.32
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 1,063 2.61 195 -21.77
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 2,142 7.15 451 32.35
2025-08-13 13F New York State Common Retirement Fund 7,922 141.75 2
2025-07-31 13F Optimum Investment Advisors 300 114.29 63 173.91
2025-08-13 13F Tema Etfs Llc 13,932 34.84 2,932 66.63
2025-08-12 13F Magnetar Financial LLC 7,158 1,506
2025-07-25 13F CBOE Vest Financial, LLC 12,434 159.10 2,617 220.20
2025-08-22 NP VSFAX - Federated Clover Small Value 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 8,408 55.47 1,769 92.07
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 3 50.00 1
2025-08-13 13F Voss Capital, LLC 184,860 38,904
2025-08-13 13F Jones Financial Companies Lllp 989 46.09 211 76.47
2025-06-25 NP GCSIX - Goldman Sachs Small Cap Equity Insights Fund Institutional 8,986 18.08 1,645 -9.81
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 312,155 2.30 65,693 26.40
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 32,318 1.94 5,918 -22.15
2025-07-23 13F Valmark Advisers, Inc. 3,624 15.63 763 42.96
2025-08-15 13F Captrust Financial Advisors 1,009 212
2025-08-14 13F Qube Research & Technologies Ltd 33,734 7,099
2025-04-29 NP MSS Series Trust - One Rock Fund 1,600 33.33 272 -15.31
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 16,552 3.31 3,483 27.63
2025-07-17 13F Chatham Capital Group, Inc. 14,134 2,975
2025-08-08 13F Hartland & Co., LLC 130 21.50 27 50.00
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 1,006 212
2025-08-13 13F Granite Investment Partners, LLC 42,669 8,980
2025-07-30 NP BIGTX - The Texas Fund Class I 444 12.69 75 -28.57
2025-07-16 13F Ruffer LLP 17,271 2.75 3,634 26.93
2025-08-14 13F Sei Investments Co 3,983 17.49 838 45.23
2025-07-31 13F Oppenheimer & Co Inc 9,785 37.08 2,059 69.47
2025-07-16 13F State of Alaska, Department of Revenue 5,607 7.52 1
2025-07-28 NP HDG - ProShares Hedge Replication ETF 12 9.09 2 100.00
2025-08-12 13F Public Sector Pension Investment Board 32,068 7.38 6,749 32.68
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 6,459 10.37 1,359 36.45
2025-08-26 NP GVLU - Gotham 1000 Value ETF 1,546 1.78 325 25.97
2025-08-07 13F PFG Advisors 4,364 33.29 918 64.81
2025-07-18 13F Liberty Capital Management, Inc. 6,546 137.52 1,378 193.60
2025-08-13 13F Polen Capital Management Llc 25,173 5,298
2025-08-14 13F Millennium Management Llc 29,397 189.68 6,187 257.99
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 1,308 41.41 222 41.67
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 46,915 9.78 7,956 9.71
2025-05-15 13F/A Orion Portfolio Solutions, LLC 15,357 22.32 2,616 -6.00
2025-08-11 13F Absolute Gestao de Investimentos Ltda. 1,069 225
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 4,288 3.25 785 -21.11
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 11,126 3.59 2,341 27.99
2025-08-13 13F Beacon Pointe Advisors, LLC 6,037 0.07 1,271 23.66
2025-08-11 13F Tidemark, LLC 147 374.19 31 500.00
2025-08-14 13F Engine No. 1 Llc 119,000 65.28 25,044 104.22
2025-08-25 13F/A Neuberger Berman Group LLC 2,260 49.27 476 84.82
2025-06-24 NP QASCX - Federated MDT Small 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 48,036 191.62 8,796 1,691.24
2025-08-12 13F Charles Schwab Investment Management Inc 96,802 2.11 20,372 26.16
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 3,406 11.45 624 -14.89
2025-08-14 13F Verition Fund Management LLC 1,755 7.60 369 33.21
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 2,562 4.36 539 28.95
2025-08-26 NP Profunds - Profund Vp Small-cap 22 4.76 5 33.33
2025-07-22 13F IMC-Chicago, LLC Call 23,500 15.76 4,946 43.04
2025-08-13 13F JT Stratford LLC 1,009 212
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 1,800 9.62 379 35.48
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 6,780 60.97 1,241 22.99
2025-08-28 NP OBMCX - Oberweis Micro-Cap Fund Investor Class 37,200 121.43 7,829 173.61
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 22,845 37.24 4,183 4.81
2025-07-08 13F Parallel Advisors, LLC 84 1.20 18 21.43
2025-07-15 13F Eaton Financial Holdings Company, LLC 3,108 654
2025-06-26 NP CRSSX - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 4,286 5.15 785 -19.75
2025-08-14 13F Benjamin Edwards Inc 3,166 6.71 666 31.88
2025-06-20 NP JSMD - Janus Henderson Small/Mid Cap Growth Alpha ETF 5,984 41.83 1,096 8.31
2025-08-05 13F Pier Capital, LLC 27,163 8.11 5,716 33.58
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 40 2.56 7 -22.22
2025-08-13 13F First Trust Advisors Lp 371,016 31.75 78,080 62.78
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 97 0
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 201 4.15 42 31.25
2025-08-08 13F Vestcor Inc 1,165 0
2025-07-29 13F Huntleigh Advisors, Inc. 2,268 5.59 477 30.68
2025-07-24 13F IFP Advisors, Inc 0 2
2025-08-06 13F Fox Run Management, L.l.c. 4,296 904
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 1,464 3.54 308 28.33
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1,151 242
2025-08-01 13F Davy Global Fund Management Ltd 2,033 428
2025-06-27 NP PCSGX - PACE Small/Medium Co Growth Equity Investments Class P 4,974 911
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 313 2.96 66 27.45
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 4 1
2025-08-13 13F Archon Capital Management LLC 12,700 218.14 2,673 293.52
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 2,559 25.87 469 -3.90
2025-07-29 13F Wcm Investment Management, Llc 66,585 5.61 14,177 27.24
2025-08-14 13F Balyasny Asset Management Llc 17,865 10.26 3,760 36.25
2025-05-22 NP GONIX - Gotham Neutral Fund Institutional Class 639 232.81 109 157.14
2025-08-27 NP CWSGX - Carillon Chartwell Small Cap Growth Fund Class Chartwell 3,145 61.95 662 100.30
2025-08-08 13F Avantax Advisory Services, Inc. 1,811 5.97 381 30.93
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-26 13F/A Thrivent Financial For Lutherans 7,971 15.32 2 0.00
2025-08-12 13F Proequities, Inc. Call 0 0
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 2 0
2025-08-12 13F Proequities, Inc. 0 0
2025-08-12 13F Entropy Technologies, LP 1,500 316
2025-08-13 13F Federated Hermes, Inc. 152,118 23.32 32,013 52.37
2025-08-13 13F Capital Fund Management S.a. Call 10,200 2,147
2025-08-14 13F Royal Bank Of Canada 69,632 125.86 14,653 179.05
2025-08-14 13F Royal Bank Of Canada Call 20,000 4,209
2025-08-14 13F Sherbrooke Park Advisers Llc 1,891 398
2025-08-14 13F Toroso Investments, LLC 1,555 2.37 327 26.74
2025-08-01 13F Ashton Thomas Private Wealth, LLC 1,019 214
2025-06-30 NP VEXPX - VANGUARD EXPLORER 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 38,709 50.90 7,088 15.25
2025-07-25 13F Allspring Global Investments Holdings, LLC 42,607 1,010.14 8,949 1,225.78
2025-08-13 13F Walleye Trading LLC 13,374 2,815
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 2,056 2.75 433 27.06
2025-08-14 13F CastleKnight Management LP 24,200 27.37 5,093 57.35
2025-08-28 NP RSEGX - Victory RS Small Cap Growth Fund Class A 21,920 49.22 4,613 84.37
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 895 14.30 188 41.35
2025-07-31 13F Oppenheimer Asset Management Inc. 5,543 76.02 1,167 117.54
2025-08-27 13F/A Brinker Capital Investments, LLC 17,199 11.99 3,619 38.39
2025-07-29 13F Private Trust Co Na 8,279 113.82 1,742 164.34
2025-08-13 13F MetLife Investment Management, LLC 5,609 1.67 1,180 25.67
2025-08-13 13F Marshall Wace, Llp 8,781 1,848
2025-08-20 NP RUSC - U.S. Small Cap Equity Active ETF 184 39
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 637 108
2025-08-26 NP AZBAX - AllianzGI Small-Cap Fund Class A 659 139
2025-08-27 NP PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 8,440 0.84 1,776 24.63
2025-08-01 13F Envestnet Asset Management Inc 82,105 18.69 17,279 46.64
2025-08-14 13F Granahan Investment Management Inc/ma 44,213 9.98 9,305 35.88
2025-08-07 13F Hodges Capital Management Inc. 48,330 10,171
2025-08-27 NP SMCF - Themes US Small Cap Cash Flow Champions ETF 132 28
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 2,122 9.49 462 39.70
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 4,416 3.66 929 28.14
2025-07-31 13F Carnegie Capital Asset Management, LLC 26,548 59.61 5,587 99.04
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 476 3.93 87 -20.18
2025-08-13 13F Truvestments Capital Llc 5,533 5.75 1,164 30.64
2025-08-08 13F Geode Capital Management, Llc 237,715 2.47 50,033 26.59
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 6,922 0.14 1,457 23.70
2025-07-30 13F Bogart Wealth, LLC 60 13
2025-07-14 13F Park Avenue Securities Llc 1,142 0
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 942 50.24 172 14.67
2025-08-28 NP TPSC - Timothy Plan US Small Cap Core ETF 959 84.07 202 128.41
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 83,709 0.63 17,617 24.33
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 253 25.25 53 55.88
2025-08-27 NP RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 450 27.84 95 59.32
2025-07-29 NP MMSC - First Trust Multi-Manager Small Cap Opportunities 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 702 20.62 119 21.43
2025-08-14 13F Macquarie Group Ltd 3,712 781
2025-08-05 13F Bank of New York Mellon Corp 78,317 0.65 16,482 24.36
2025-07-08 13F GK Wealth Management LLC 1,209 1.43 254 25.12
2025-08-26 NP TEXN - iShares Texas Equity ETF 20 4
2025-06-25 NP FIDU - Fidelity MSCI Industrials 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 2,293 2.41 420 -21.83
2025-08-13 13F Victory Capital Management Inc 74,691 42.72 15,719 76.35
2025-08-14 13F Susquehanna International Group, Llp Call 260,300 69.69 54,780 109.66
2025-04-01 NP VAMO - Cambria Value and Momentum ETF 2,053 1.33 492 -4.65
2025-08-13 13F Colonial Trust Co / SC 15 3
2025-08-11 13F ARS Investment Partners, LLC 1,377 290
2025-08-29 NP STXK - Strive Small-Cap ETF 274 2.62 58 26.67
2025-08-11 13F Brown Brothers Harriman & Co 9 2
2025-08-19 13F Advisory Services Network, LLC 6,372 61.77 1,511 125.37
2025-06-27 NP DSCIX - Dana Small Cap Equity Fund Institutional Class Shares 2,977 27.17 545 -2.85
2025-06-25 NP SDVD - FT Vest SMID Rising Dividend Achievers Target Income ETF 5,273 966
2025-07-29 13F Nordea Investment Management Ab 9,980 0.03 2,127 29.22
2025-08-12 13F Advisors Asset Management, Inc. 1,221 3.56 257 28.00
2025-08-14 13F State Street Corp 352,103 0.91 74,100 24.67
2025-08-14 13F Kovitz Investment Group Partners, LLC 1,627,886 342,589
2025-07-18 13F Truist Financial Corp 10,522 69.90 2,214 110.06
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 66 18
2025-06-18 NP NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 339 31.40 62 1.64
2025-08-01 13F Rossby Financial, LCC 800 33.33 168 51.35
2025-08-01 13F Mizuho Markets Cayman LP 3,021 636
2025-08-14 13F/A Barclays Plc 21,035 41.80 4 100.00
2025-08-14 13F Peak6 Llc Put 12,500 2,631
2025-07-09 13F Harbor Capital Advisors, Inc. 29,478 39.74 6 100.00
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 42,195 66.92 8,880 106.25
2025-08-14 13F Peak6 Llc Call 33,300 7,008
2025-07-29 13F Morgan Dempsey Capital Management Llc 246 52
2025-08-13 13F Invesco Ltd. 340,008 23.20 71,555 52.22
2025-07-28 NP RWJ - Invesco S&P SmallCap 600 Revenue 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 6,790 29.46 1,152 29.33
2025-08-28 NP VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I 2,970 41.43 625 75.07
2025-08-13 13F Hsbc Holdings Plc 1,503 322
2025-05-15 13F Texas Permanent School Fund 5,588 1,023
2025-05-22 NP IPSIX - Voya Index Plus SmallCap Portfolio Class I 4,533 67.27 772 28.67
2025-07-29 NP RBB FUND, INC. - Adara Smaller Companies Fund 6,725 153.77 1,140 153.90
2025-08-14 13F Algert Global Llc 23,191 29.17 5 33.33
2025-08-28 NP ESIX - SPDR S&P SmallCap 600 ESG 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 74 25.42 16 87.50
2025-08-14 13F Citadel Advisors Llc Call 123,500 28.11 25,991 58.29
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 70,745 4,953.21 11,998 4,962.03
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 94,721 2.67 17,344 -21.59
2025-08-12 13F Prudential Financial Inc 9,797 6.85 2,062 32.03
2025-08-14 13F Ubs Asset Management Americas Inc 38,520 35.52 8,107 67.44
2025-08-12 13F Jpmorgan Chase & Co 31,116 6.22 6,548 31.25
2025-08-26 NP Profunds - Profund Vp Small-cap Growth 216 2.37 45 28.57
2025-07-28 13F Harbour Investments, Inc. 740 257.49 156 342.86
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 40 8
2025-08-12 13F MAI Capital Management 238 15.53 50 42.86
2025-06-27 NP RSSL - Global X Russell 2000 ETF 5,681 6.71 1,040 -18.50
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 405 11.57 69 11.48
2025-08-15 NP SPWAX - American Beacon Stephens Small Cap Growth Fund A Class 21,367 24.41 4,497 53.71
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 3,508 0.29 595 0.17
2025-06-03 13F Invst, LLC 5,711 10.94 973 -14.81
2025-07-30 NP IUSCX - Fisher Investments Institutional Group U.S. Small Cap Equity Fund 14 2
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 5,513 1,160
2025-08-08 13F Bailard, Inc. 1,061 223
2025-08-15 13F Tower Research Capital LLC (TRC) 942 192.55 198 266.67
2025-05-29 NP SFLO - VictoryShares Small Cap Free Cash Flow ETF 4,809 47.92 819 13.59
2025-08-11 13F GKV Capital Management Co., Inc. 13,910 104.56 2,927 152.76
2025-06-18 NP RSEAX - U.S. Strategic Equity Fund Class A 2,966 543
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 51,375 1.27 8,713 1.20
2025-08-14 13F Susquehanna Portfolio Strategies, LLC 1,723 363
2025-06-24 NP QASGX - Federated MDT Small Cap Growth 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 17,482 590.17 3,201 427.35
2025-08-13 13F Options Solutions, Llc 20,930 19.13 4,405 47.19
2025-08-13 13F NEOS Investment Management LLC 13,932 30.74 2,932 61.49
2025-08-27 NP SMEAX - INVESCO Small Cap Equity Fund Class A 53,648 93.82 11,290 139.50
2025-07-11 13F Afg Fiduciary Services Limited Partnership 1,533 322
2025-08-11 13F GW&K Investment Management, LLC 181,705 10.60 38 40.74
2025-08-11 13F Private Advisor Group, LLC 3,466 4.43 729 29.03
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 3,324 2.21 700 26.40
2025-08-14 13F Lombard Odier Asset Management (USA) Corp 10,070 2,119
2025-08-11 13F Banque Cantonale Vaudoise 1,666 0
2025-08-12 13F Landscape Capital Management, L.l.c. 4,166 877
2025-08-14 13F Hancock Whitney Corp 3,108 654
2025-08-26 NP MADE - iShares U.S. Manufacturing ETF 143 53.76 30 100.00
2025-08-12 13F CIBC Private Wealth Group, LLC 1,565 210.52 329 301.22
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 1,548 8.18 326 33.74
2025-07-29 NP EBI - Longview Advantage ETF 20 3
2025-06-26 NP LAMGX - Lord Abbett Micro-Cap Growth Fund Class A 13,067 55.82 2,393 19.00
2025-08-28 NP SPGM - SPDR(R) Portfolio MSCI Global 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 550 3.38 116 27.78
2025-08-13 13F Kennedy Capital Management, Inc. 9,846 25.08 2,072 54.63
2025-08-12 13F Cynosure Management, Llc 2,349 8.15 494 33.88
2025-08-08 13F SG Americas Securities, LLC 2,970 122.31 1
2025-07-16 13F Congress Asset Management Co /ma 11,657 2,453
2025-07-24 13F CWM Advisors, LLC 4,773 1,004
2025-08-29 NP QSML - WisdomTree U.S. SmallCap Quality Growth Fund 127 8.55 27 36.84
2025-06-26 NP DFQTX - U.s. Core Equity 2 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 28,613 1.78 5,239 -22.27
2025-08-07 13F Campbell & CO Investment Adviser LLC 3,060 644
2025-08-08 13F Tortoise Investment Management, LLC 1 0
2025-08-13 13F Quest Investment Management Llc 4,957 1,043
2025-08-13 13F EverSource Wealth Advisors, LLC 88 576.92 19 800.00
Other Listings
DE:PW2 €219.80
IT:1POWL €192.40
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