TMHC / Taylor Morrison Home Corporation - Pemilikan Institusi - Pembeli

Taylor Morrison Home Corporation
US ˙ NYSE ˙ US87724P1066

Pemilikan Institusi dan Dana - Pembeli

Pemegang utama yang telah membuka kedudukan baru dalam Taylor Morrison Home Corporation termasuk CCVAX - Calvert Small-Cap Fund Class A, Van Eck Associates Corp, Glenmede Investment Management, LP, Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio, Brevan Howard Capital Management LP, ETEGX - Eaton Vance Small-Cap Fund Class A, LPRE - Long Pond Real Estate Select ETF, Ieq Capital, Llc, Jain Global LLC, KG&L Capital Management,LLC, Bayforest Capital Ltd, Sequoia Financial Advisors, LLC, WSML - iShares MSCI World Small-Cap ETF, Arkadios Wealth Advisors, Malaga Cove Capital, LLC, Abel Hall, LLC, Symphony Financial, Ltd. Co., Hohimer Wealth Management, Llc, RUSC - U.S. Small Cap Equity Active ETF, dan AlphaCore Capital 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.

Tingkatkan untuk membuka data premium.

Tarikh Fail Sumber Pelabur Jenis Purata Harga
(Ang)		 Saham ΔSaham
(%)		 Nilai
Dilaporkan
($1000)		 Δ Nilai
(%)		 Peruntukan Port
(%)
2025-07-29 NP BLES - Inspire Global Hope ETF 5,031 1.49 283 -7.21
2025-08-21 NP LUSIX - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 4,757 2.70 292 5.04
2025-08-12 13F MAI Capital Management 202 39.31 12 50.00
2025-08-20 NP QLFIX - AQR LSE Fusion Fund Class I 170 10
2025-08-28 NP SMVIX - Simt Small Cap Value Fund Class I 21,219 44.57 1,303 47.90
2025-08-14 13F Vident Advisory, LLC 13,934 3.68 856 6.08
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 514,919 9.92 28,980 0.36
2025-08-14 13F Fmr Llc 899,521 9.24 55,249 11.75
2025-08-08 13F Hartland & Co., LLC 636 132.97 39 143.75
2025-08-14 13F Jain Global LLC 10,497 645
2025-08-14 13F Gallagher Fiduciary Advisors, LLC 8,390 24.24 515 27.16
2025-06-27 NP RSSL - Global X Russell 2000 ETF 62,124 6.50 3,563 -5.27
2025-08-14 13F Engineers Gate Manager LP 72,741 66.31 4,468 70.11
2025-07-25 NP FNDX - Schwab Fundamental U.S. Large Company Index ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 108,784 9.13 6,122 -0.36
2025-08-14 13F Wells Fargo & Company/mn 196,357 210.68 12,060 217.87
2025-07-16 13F BOS Asset Management, LLC 14,989 7.69 921 10.18
2025-07-25 13F Cwm, Llc 9,776 196.06 1
2025-08-25 13F/A Neuberger Berman Group LLC 12,946 7.43 795 9.96
2025-08-29 NP MFUS - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 2,082 8.78 128 11.40
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 254,425 2.85 14,591 -8.49
2025-08-25 NP ETEGX - Eaton Vance Small-Cap Fund Class A 21,494 1,320
2025-08-28 NP Elevation Series Trust - RiverNorth Patriot ETF 273 17
2025-07-22 13F HFM Investment Advisors, LLC 9 125.00 1
2025-08-12 13F LPL Financial LLC 27,466 10.12 1,687 12.63
2025-08-12 13F Journey Strategic Wealth Llc 4,818 6.62 296 8.86
2025-07-29 NP PPADX - GMO U.S. Opportunistic Value Fund Class III 4,858 273
2025-08-13 13F Congress Wealth Management LLC / DE / 35,686 71.62 2,192 75.56
2025-08-08 13F Bailard, Inc. 11,200 5.66 688 8.02
2025-08-12 13F Neo Ivy Capital Management 40,872 2,510
2025-08-11 13F Great Lakes Advisors, Llc 3,945 6.25 242 9.01
2025-07-10 13F Exchange Traded Concepts, Llc 18,036 1,108
2025-08-13 13F Quadrant Capital Group Llc 5,149 8.04 316 10.49
2025-07-14 13F Farmers & Merchants Investments Inc 83 9.21 5 25.00
2025-07-22 13F Bay Harbor Wealth Management, LLC 6 100.00 0
2025-08-12 13F Dynamic Technology Lab Private Ltd 40,770 74.51 2,504 78.47
2025-08-26 NP EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 9,448 1.80 580 4.13
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 153,834 5.84 8,658 -3.37
2025-07-24 13F CWM Advisors, LLC 21,348 1.75 1,311 4.13
2025-08-28 NP QCSTRX - Stock Account Class R1 253,766 18.73 15,586 21.46
2025-08-14 13F Point72 Asia (Singapore) Pte. Ltd. 9,737 83.51 598 88.05
2025-07-25 13F Sequoia Financial Advisors, LLC 7,272 447
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
2025-07-14 13F Park Avenue Securities Llc 8,396 16.64 1
2025-08-05 13F Burney Co/ 233,639 1.00 14,350 3.32
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 134,348 18.41 8,252 21.12
2025-08-28 NP SEIS - SEI Select Small Cap ETF 38,456 51.84 2,362 55.33
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 2,183 51.49 125 35.87
2025-06-27 NP PRF - Invesco FTSE RAFI US 1000 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 44,392 6.07 2,546 -5.64
2025-08-08 13F Avantax Advisory Services, Inc. 6,119 3.87 376 6.23
2025-08-12 13F Nuveen, LLC 859,840 0.58 52,811 2.89
2025-08-13 13F Grantham, Mayo, Van Otterloo & Co. LLC 36,054 80.57 2,214 84.81
2025-06-05 NP GTAPX - Quantitative U.S. Long/Short Equity Portfolio 6,640 60.39 381 42.86
2025-07-28 13F BRYN MAWR TRUST Co 223 14
2025-07-29 NP GBFFX - GMO Benchmark-Free Fund Class III 906 51
2025-08-26 NP JMEE - JPMorgan Market Expansion Enhanced Equity ETF 42,736 19.92 2,625 22.67
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 4,959 10.87 279 1.45
2025-08-14 13F Daiwa Securities Group Inc. 22,700 5.09 1 0.00
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 22,073 0.45 1,356 2.73
2025-08-01 13F Bessemer Group Inc 399 16.67 0
2025-08-14 13F Janus Henderson Group Plc 62,753 2.31 3,855 4.78
2025-06-30 NP Two Roads Shared Trust - Hypatia Women CEO ETF 301 2.73 17 -5.56
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 564,836 0.47 31,789 -8.27
2025-08-14 13F Hrt Financial Lp 45,656 41.74 3 100.00
2025-08-14 13F Point72 Asset Management, L.P. 297,037 18,244
2025-07-29 NP ORSIX - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 15,050 133.70 847 113.89
2025-05-16 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I 17,291 15.07 1,038 12.95
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 1,032,601 2.36 59,220 -8.93
2025-08-13 13F New York State Common Retirement Fund 142,839 0.32 9 0.00
2025-08-15 13F CI Private Wealth, LLC 180,469 110.34 11,084 115.18
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 14,129 9.05 810 -2.99
2025-08-13 13F Mackenzie Financial Corp 18,295 1.96 1,124 4.27
2025-08-19 13F Hohimer Wealth Management, Llc 3,266 201
2025-08-26 NP GFSYX - Strategic Alternatives Fund Institutional 433 27 -262.50
2025-08-04 13F Arkadios Wealth Advisors 5,842 359
2025-08-27 NP VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,038,908 1.35 186,650 3.68
2025-07-21 13F 111 Capital 3,855 237
2025-08-14 13F Bridgefront Capital, LLC 3,696 227
2025-08-28 NP USVM - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 65,299 26.45 4,011 29.35
2025-08-12 13F Barrow Hanley Mewhinney & Strauss Llc 241 15
2025-08-13 13F Healthcare Of Ontario Pension Plan Trust Fund 48,300 2,967
2025-08-12 13F/A Boston Partners 596,892 1.01 36,983 4.55
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 19,577 17.31 1,123 4.37
2025-06-30 NP NSFMX - Natixis Sustainable Future 2060 Fund Class N 310 17.42 18 0.00
2025-08-20 13F/A Coppell Advisory Solutions LLC 31,559 73.77 1,934 87.12
2025-08-28 NP SPWIX - Simt Small Cap Growth Fund Class I 24,852 45.41 1,526 48.73
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 14,156 869
2025-08-25 NP MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II 8,034 5.84 493 8.35
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 104,108 0.72 5,859 -8.04
2025-08-14 13F Brevan Howard Capital Management LP 22,972 1,411
2025-08-26 NP IASAX - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV 11,293 6.84 694 9.31
2025-07-16 13F Ruffer LLP 101,520 42.85 6,235 46.16
2025-07-08 13F Range Financial Group LLC 4,732 7.37 291 9.85
2025-08-14 13F Two Sigma Advisers, Lp 73,200 103.33 4,496 108.01
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Franklin Small Company Value Portfolio Class 1 46,021 33.74 2,639 18.98
2025-07-28 13F Allianz Asset Management GmbH 610,475 27.95 37,495 30.89
2025-08-13 13F EverSource Wealth Advisors, LLC 897 406.78 55 450.00
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 6,097 343
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 210,055 6.22 12,047 -5.50
2025-07-28 NP IUS - Invesco RAFI(TM) Strategic US 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 4,107 0.59 231 -7.97
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 25,788 4.26 1,584 6.60
2025-08-22 NP DFVE - DoubleLine Fortune 500 Equal Weight ETF 598 20.81 37 24.14
2025-08-29 NP JAEQX - Small Company Value Trust NAV 8,219 119.64 505 125.00
2025-07-25 NP SCHM - Schwab U.S. Mid-Cap ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 274,198 2.59 15,432 -6.34
2025-07-14 13F UMA Financial Services, Inc. 48 3
2025-08-08 13F denkapparat Operations GmbH 4,114 10.77 253 13.51
2025-06-26 NP PQCCX - PGIM QMA Mid-Cap Core Equity Fund Class R6 465 12.05 27 0.00
2025-08-26 NP Profunds - Profund Vp Mid-cap Value 718 8.30 44 12.82
2025-07-08 13F Parallel Advisors, LLC 882 29.90 54 35.00
2025-08-14 13F Atom Investors LP 4,714 3.42 290 5.86
2025-07-31 13F/A Avion Wealth 50 2.04 0
2025-07-24 NP HSMNX - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 36,703 71.21 2,066 56.32
2025-08-14 13F Mercer Global Advisors Inc /adv 18,568 13.03 1,140 15.62
2025-07-25 13F Hemington Wealth Management 653 1.71 0
2025-08-29 NP STXM - Strive Mid-Cap ETF 481 6.65 30 7.41
2025-08-14 13F Bank Of America Corp /de/ 656,138 10.01 40,300 12.54
2025-06-27 NP FESRX - First Eagle Small Cap Opportunity Fund Class R6 196,841 1.78 11,289 -9.45
2025-08-26 NP GMOV - GMO U.S. Value ETF 577 35
2025-08-08 13F Vestcor Inc 25,642 108.07 2
2025-07-11 13F/A Livforsakringsbolaget Skandia, Omsesidigt 54,000 35.00 3,317 38.17
2025-08-12 13F AlphaCore Capital LLC 603 37
2025-08-13 13F Victory Capital Management Inc 819,730 3.24 50,348 5.62
2025-08-11 13F Rothschild Investment Llc 220 29.41 14 30.00
2025-08-12 13F Charles Schwab Investment Management Inc 1,374,540 1.54 84,424 3.88
2025-07-23 13F Vontobel Holding Ltd. 6,679 410
2025-08-20 NP QMNIX - AQR Equity Market Neutral Fund Class I 69,224 82.21 4,252 86.37
2025-08-14 13F Royal Bank Of Canada 482,624 81.01 29,643 85.16
2025-08-13 13F California Public Employees Retirement System 181,080 4.51 11,122 6.91
2025-08-22 NP CVMC - Calvert US Mid-Cap Core Responsible Index ETF 786 0.64 48 4.35
2025-07-22 13F Gsa Capital Partners Llp 11,186 83.08 1
2025-08-14 13F Clark Capital Management Group, Inc. 518,618 4.45 31,854 6.85
2025-08-14 13F Bnp Paribas Arbitrage, Sa 197,282 49.00 12,117 52.43
2025-08-14 13F Bamco Inc /ny/ 923,551 17.26 56,725 19.95
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 19,274 5.24 1,105 -6.36
2025-07-09 13F Massmutual Trust Co Fsb/adv 409 0.49 25 4.17
2025-07-23 NP CFSLX - Column Small Cap Fund 8,123 22.04 457 11.46
2025-08-13 13F Edgestream Partners, L.P. 21,169 1,300
2025-08-13 13F ExodusPoint Capital Management, LP 18,063 1
2025-06-26 NP BlackRock ETF Trust - Blackrock Future U.S. Themes 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 19,573 2,982.36 1,123 2,705.00
2025-08-06 13F Commonwealth Equity Services, Llc 69,507 1.14 4 0.00
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 650,000 4.84 39,923 7.25
2025-06-26 NP PBAIX - Blackrock Tactical Opportunities Fund Institutional This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 22,709 237.48 1,302 200.69
2025-07-28 13F New York State Teachers Retirement System 90,460 11.41 6 25.00
2025-06-30 NP PAMC - Pacer Lunt MidCap Multi-Factor Alternator ETF 8,428 2.83 483 5.23
2025-08-04 13F Retirement Systems of Alabama 276,396 3.11 16,976 5.48
2025-08-14 13F Globeflex Capital L P 552,084 3.99 33,909 6.38
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 4,406 91.90 271 97.08
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 2,689 0.37 151 -8.48
2025-07-29 NP SFYX - SoFi Next 500 ETF 525 25.30 30 16.00
2025-08-14 13F Glenmede Investment Management, LP 24,847 1,526
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 30,953 1,901
2025-08-14 13F Lombard Odier Asset Management (USA) Corp 46,086 24.50 2,831 27.36
2025-07-24 13F Ronald Blue Trust, Inc. 3,555 9.28 218 11.79
2025-08-25 NP DSMC - Distillate Small/Mid Cash Flow ETF 10,501 1.72 645 4.04
2025-06-24 NP FRVLX - Franklin Small Cap Value Fund Class A 547,310 13.73 31,388 1.18
2025-07-24 13F IFP Advisors, Inc 1,031 65
2025-08-01 13F Envestnet Asset Management Inc 103,355 11.74 6,348 14.32
2025-07-11 13F BTC Capital Management, Inc. 6,152 13.05 377 15.34
2025-06-30 NP NSFFX - Natixis Sustainable Future 2030 Fund Class N 193 9.66 11 0.00
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 7,200 14.29 442 16.93
2025-08-06 13F Malaga Cove Capital, LLC 4,172 256
2025-08-13 13F Northwestern Mutual Wealth Management Co 899 30.67 55 34.15
2025-08-12 13F Inceptionr Llc 11,803 19.72 725 22.50
2025-05-30 NP FLDZ - RiverNorth Patriot ETF 237 10.23 14 7.69
2025-08-13 13F Norges Bank 1,524,366 93,627
2025-05-27 NP Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 36,349 11.48 2,182 9.37
2025-08-14 13F First Manhattan Co 134,130 0.05 8,238 2.35
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 1,678 0.90 103 4.04
2025-08-08 13F SBI Securities Co., Ltd. 364 121.95 22 144.44
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 59,723 0.16 3,361 -8.54
2025-08-14 13F Aqr Capital Management Llc 1,273,418 118.00 77,933 124.91
2025-08-11 13F Martingale Asset Management L P 33,333 13.61 2,047 16.24
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 8,152 47.44 459 34.71
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 263 50.29 16 50.00
2025-08-04 13F Hantz Financial Services, Inc. 12,341 1.36 1
2025-08-26 NP EGWAX - Wells Fargo Fundamental Small Cap Growth Fund (fka Wells Fargo Traditional Small Cap Growth Fund) Class A 19,344 12.89 1,188 15.56
2025-08-14 13F Loews Corp 100,000 42.86 6,142 46.17
2025-07-14 13F GAMMA Investing LLC 1,158 71.81 71 77.50
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 76,323 2.15 4,295 -6.73
2025-08-06 13F First Horizon Advisors, Inc. 261 443.75 16 700.00
2025-08-28 NP XHB - SPDR(R) S&P(R) Homebuilders 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 754,975 0.26 46,371 2.56
2025-07-29 NP EBI - Longview Advantage ETF 9,576 3,626.07 539 3,486.67
2025-07-30 13F Forum Financial Management, LP 4,303 0.40 264 2.72
2025-08-08 13F Kingsview Wealth Management, LLC 6,765 4.08 416 6.41
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 11,632 2.59 667 -8.63
2025-06-26 NP FEQHX - Fidelity Hedged Equity Fund 2,808 56.17 161 40.00
2025-07-09 13F Bruce G. Allen Investments, LLC 14 16.67 1
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 24,047 10.60 1,379 -1.57
2025-08-26 NP PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares 21,800 2.83 1,339 5.19
2025-06-30 NP NSFLX - Natixis Sustainable Future 2055 Fund Class N 378 15.60 22 0.00
2025-08-20 NP QNZNX - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 877 54
2025-08-22 NP FEAC - Fidelity Enhanced U.S. All-Cap Equity ETF 40 14.29 2 0.00
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio 39,277 137.09 2,412 142.66
2025-08-08 13F Smithfield Trust Co 1,483 1,477.66 0
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 5,124 9.25 288 -0.35
2025-06-27 NP SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 11,444 5.22 656 -6.42
2025-08-13 13F Cerity Partners LLC 38,604 57.52 2,372 61.18
2025-07-25 13F JustInvest LLC 25,029 11.14 1,537 13.68
2025-07-31 13F State of New Jersey Common Pension Fund D 33,323 4.35 2,047 6.73
2025-08-12 13F Coldstream Capital Management Inc 6,145 1.04 377 3.29
2025-08-28 NP SLLAX - SIMT Small Cap Fund Class F 41,813 71.18 2,568 75.17
2025-08-14 13F Lazard Asset Management Llc 85,595 14.48 5 25.00
2025-08-14 13F Canada Pension Plan Investment Board 183,300 36.59 11,258 39.73
2025-03-27 NP PTMC - Pacer Trendpilot US Mid Cap ETF 15,558 0.08 1,003 -3.84
2025-07-29 13F Nordea Investment Management Ab 175,654 3.90 10,722 6.32
2025-08-14 13F Sciencast Management LP 11,032 678
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 1,724 0.23 97 -8.49
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 74,034 1.40 5 0.00
2025-05-05 13F Lindbrook Capital, Llc 781 270.14 47 283.33
2025-08-07 13F Aviva Plc 9,089 558
2025-07-28 13F Bridges Investment Management Inc 36,241 15.47 2,226 18.10
2025-08-22 NP CVLC - Calvert US Large-Cap Core Responsible Index ETF 1,149 6.49 71 9.38
2025-07-31 13F Resonant Capital Advisors, LLC 9,229 3.68 567 5.99
2025-08-04 13F Assetmark, Inc 827,090 5.61 50,800 8.03
2025-08-11 13F Bell Investment Advisors, Inc 150 22.95 9 28.57
2025-08-08 13F Larson Financial Group LLC 6 0
2025-08-15 13F Tower Research Capital LLC (TRC) 11,730 70.20 720 74.33
2025-08-14 13F/A Skopos Labs, Inc. 1,407 1,016.67 86 1,128.57
2025-07-17 13F Raleigh Capital Management Inc. 4 0
2025-08-06 13F Penserra Capital Management LLC 8,578 1.62 1
2025-08-28 NP SSBIX - State Street Balanced Index Fund Class K 674 15.61 41 17.14
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 47,257 1.80 2,710 -9.43
2025-07-17 13F KG&L Capital Management,LLC 10,000 614
2025-08-15 13F Captrust Financial Advisors 7,230 17.37 444 20.33
2025-05-29 NP AFDVX - Applied Finance Explorer Fund Investor Class 112,274 4.93 6,439 -6.66
2025-06-17 NP GSEQX - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 4,532 10.08 260 -2.26
2025-08-05 13F Simplex Trading, Llc 8,765 1
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 7,324 70.29 465 79.84
2025-08-05 13F Simplex Trading, Llc Put 21,900 3,028.57 1
2025-08-08 13F/A Sterling Capital Management LLC 2,689 50.90 165 55.66
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 20,708 11.07 1,188 -1.17
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 928 10.48 53 -1.85
2025-08-08 13F Cetera Investment Advisers 20,724 9.51 1,273 11.97
2025-08-14 13F Quantinno Capital Management LP 7,233 25.77 444 28.70
2025-08-07 13F Vise Technologies, Inc. 6,052 19.49 372 19.68
2025-07-28 NP HDG - ProShares Hedge Replication ETF 135 12.50 8 0.00
2025-06-30 NP NSFHX - Natixis Sustainable Future 2040 Fund Class N 382 6.11 22 -8.70
2025-08-14 13F Nebula Research & Development LLC 5,791 23.95 356 26.79
2025-08-11 13F Alps Advisors Inc 6,195 1.23 380 3.54
2025-06-30 NP NSFKX - Natixis Sustainable Future 2050 Fund Class N 427 6.48 24 -4.00
2025-07-15 13F Fortitude Family Office, LLC 73 108.57 4 100.00
2025-07-28 NP VCSLX - Small Cap Index Fund 43,501 11.30 2,448 1.62
2025-06-25 NP WFGDX - Wells Fargo Emerging Growth Fund Administrator Class 56,175 0.60 3,222 -10.50
2025-06-27 NP PDP - Invesco DWA 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 122,292 7,013
2025-08-28 NP GPTUX - GuidePath(R) Tactical Allocation Fund Service Shares 175,065 4.85 10,752 7.26
2025-08-14 13F Comerica Bank 34,807 0.42 2,138 2.69
2025-07-28 13F Bayforest Capital Ltd 7,624 468
2025-08-14 13F Van Eck Associates Corp 75,030 5
2025-07-29 NP BIBL - Inspire 100 ETF 8,948 5.53 504 -3.64
2025-06-30 NP NSFGX - Natixis Sustainable Future 2035 Fund Class N 239 7.17 14 -7.14
2025-06-30 NP NSFJX - Natixis Sustainable Future 2045 Fund Class N 409 16.52 23 4.55
2025-08-20 NP RUSC - U.S. Small Cap Equity Active ETF 979 60
2025-05-30 NP QMID - WisdomTree U.S. MidCap Quality Growth Fund 141 1.44 8 0.00
2025-08-11 13F Strategic Wealth Partners, Ltd. 77 5
2025-05-15 13F Texas Permanent School Fund 55,766 3,198
2025-08-20 NP QLEIX - AQR Long-Short Equity Fund Class I 178,967 95.77 10,992 100.29
2025-08-19 13F State of Wyoming 5,226 321
2025-08-14 13F Voya Investment Management Llc 37,539 1.45 2,306 3.78
2025-07-25 NP NTIAX - Columbia Mid Cap Index Fund Class A 88,178 0.80 4,963 -7.97
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 47,129 107.94 2,703 85.07
2025-08-14 13F Goldman Sachs Group Inc 1,086,380 72.54 66,725 76.51
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 18,738 4.70 1,151 7.08
2025-08-14 13F Balyasny Asset Management Llc 784,419 40.38 48,179 43.61
2025-06-23 NP MDPIX - Mid-cap Profund Investor Class 380 23.78 22 10.53
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 10,987 39.69 675 42.80
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 148,210 7.09 8,341 -2.23
2025-05-30 NP SIFAX - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 0 -100.00 0 -100.00
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 440 5.77 25 -3.85
2025-08-12 13F Franklin Resources Inc 1,043,809 0.47 64,111 2.78
2025-08-28 NP TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 2,118 17.02 130 20.37
2025-07-31 13F Quest Partners LLC 19,636 92.51 1,206 97.06
2025-08-12 13F Aigen Investment Management, Lp 8,478 87.82 521 91.88
2025-08-27 NP BREFX - Baron Real Estate Fund 909,100 17.24 55,837 19.93
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 64,832 0.18 3,718 -10.86
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 57,605 0.63 3,538 2.97
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 38 2
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 35,352 4.05 2,171 6.47
2025-08-14 13F T. Rowe Price Investment Management, Inc. 1,150,917 41.16 71 45.83
2025-08-06 13F Rialto Wealth Management, LLC 21 1
2025-08-06 13F Atlantic Union Bankshares Corp 464 28
2025-08-14 13F Woodline Partners LP 673,838 269.25 41,387 277.76
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 82,619 0.86 5,074 3.17
2025-06-26 NP TSMOX - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 25,310 5.02 1,452 -6.57
2025-08-14 13F Erste Asset Management GmbH 5,494 333
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 8,679 34.27 498 19.47
2025-08-13 13F Marshall Wace, Llp 8,029 11.98 493 14.65
2025-08-20 NP QMHIX - AQR Managed Futures Strategy HV Fund Class I 23,544 435.82 1,446 449.81
2025-08-15 13F Morgan Stanley 1,882,971 42.41 115,652 45.68
2025-08-14 13F Jacobs Levy Equity Management, Inc 230,163 3.70 14,137 6.09
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 7,948 13.90 456 1.34
2025-07-28 NP AVMC - Avantis U.S. Mid Cap Equity ETF 3,806 17.51 214 7.54
2025-08-14 13F Macquarie Group Ltd 1,442,517 0.92 88,599 3.24
2025-07-24 13F Muhlenkamp & Co Inc 157,082 1.21 9,648 3.53
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value 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 29,782 4.20 1,708 -7.33
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware SMID Cap Core Fund Service Class 46,642 2.07 2,865 4.41
2025-06-23 NP Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio 23,989 1,376
2025-08-14 13F Millennium Management Llc 1,295,067 69.01 79,543 72.90
2025-06-24 NP SFLNX - Schwab Fundamental US Large 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 57,835 6.87 3,317 -4.93
2025-08-20 NP QRPNX - AQR Alternative Risk Premia Fund Class N 6,776 3.75 416 6.12
2025-08-14 13F Jane Street Group, Llc Put 30,000 1,843
2025-08-14 13F ISAM Funds (UK) Ltd 28,518 88.52 1,752 92.84
2025-08-07 13F Hughes Financial Services, LLC 18 12.50 1
2025-08-08 13F Crossmark Global Holdings, Inc. 6,430 1.58 395 3.68
2025-04-01 NP VAMO - Cambria Value and Momentum ETF 9,607 1.80 619 -4.18
2025-07-31 13F Sumitomo Mitsui Trust Holdings, Inc. 9,400 2.17 577 4.53
2025-08-14 13F Philadelphia Financial Management of San Francisco, LLC 86,600 5,319
2025-08-13 13F Bridgewater Associates, LP 356,423 8.38 21,892 10.87
2025-07-25 NP SCHK - Schwab 1000 Index ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7,731 2.06 435 -6.65
2025-07-25 NP PSLAX - Putnam Small Cap Value Fund Class A Shares 53,650 2.48 3,019 -6.42
2025-08-04 13F Atria Investments Llc 8,232 18.91 506 21.69
2025-08-12 13F Ci Investments Inc. 552 6.36 0
2025-08-15 13F WealthCollab, LLC 93 6
2025-08-14 13F Interval Partners, LP 727,636 4.76 44,691 7.17
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 87,672 12.29 5,385 14.87
2025-08-12 13F Prudential Financial Inc 235,221 4.93 14,447 7.34
2025-08-14 13F Basswood Capital Management, L.l.c. 536,991 5.91 32,982 8.35
2025-07-25 13F Fifth Third Wealth Advisors LLC 3,657 0.30 225 2.75
2025-08-12 13F Rhumbline Advisers 346,528 0.71 21,284 3.03
2025-08-14 13F Citadel Advisors Llc Call 9,300 17.72 571 20.46
2025-08-14 13F Citadel Advisors Llc Put 63,800 1,257.45 3,919 1,289.36
2025-08-07 13F Allworth Financial LP 1,346 305.42 83 331.58
2025-08-14 13F Ubs Asset Management Americas Inc 398,976 33.04 24,505 36.10
2025-08-13 13F Centiva Capital, LP 7,718 0.93 474 3.27
2025-08-08 13F Gts Securities Llc 23,857 1,465
2025-07-17 13F SummerHaven Investment Management, LLC 14,467 1.75 889 4.10
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 30,743 1.72 1,763 -9.50
2025-07-29 13F Foster & Motley Inc 44,043 23.82 3 0.00
2025-08-01 13F Teacher Retirement System Of Texas 149,720 1.53 9,196 3.86
2025-04-29 NP SMIZ - Zacks Small/Mid Cap ETF 13,153 35.92 811 13.45
2025-08-14 13F Two Sigma Investments, Lp 197,223 95.69 12,113 100.21
2025-08-06 13F True Wealth Design, LLC 4 100.00 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 4,941 5.71 283 -5.98
2025-08-20 NP QSPIX - AQR Style Premia Alternative Fund Class I 68,114 24.92 4,184 27.80
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 77,500 2.79 4,760 5.15
2025-06-30 NP NSFOX - Natixis Sustainable Future 2065 Fund Class N 78 11.43 4 0.00
2025-08-20 NP QMFNX - AQR MS Fusion Fund Class N 263 16
2025-08-14 13F Oxford Asset Management Llp 4,211 259
2025-06-30 NP NSFDX - Natixis Sustainable Future 2020 Fund Class N 38 8.57 2 0.00
2025-05-12 13F Sandy Spring Bank 410 25
2025-08-12 13F Park Square Financial Group, LLC 190 35.71 12 37.50
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 69 11.29 4 33.33
2025-08-14 13F Susquehanna International Group, Llp Put 60,500 465.42 3,716 478.66
2025-08-14 13F Susquehanna International Group, Llp 162,266 13.42 9,966 16.03
2025-08-28 NP SFLO - VictoryShares Small Cap Free Cash Flow ETF 48,389 23.07 2,972 25.93
2025-08-20 NP AQMIX - AQR Managed Futures Strategy Fund Class I 50,862 160.47 3,124 166.47
2025-08-13 13F M&t Bank Corp 4,266 262
2025-07-23 13F Abel Hall, LLC 4,010 246
2025-06-26 NP USCAX - Small Cap Stock Fund Shares 75,871 59.24 4,351 41.68
2025-08-27 NP CCVAX - Calvert Small-Cap Fund Class A 302,874 18,603
2025-07-30 13F TFB Advisors LLC 8,315 17.99 511 20.57
2025-07-30 13F Bogart Wealth, LLC 9 1
2025-06-17 NP MMSMX - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 20,386 16.56 1,169 3.73
2025-08-20 NP QHFRX - AQR MS Fusion HV Fund Class R6 292 18
2025-07-21 13F Qrg Capital Management, Inc. 18,122 7.11 1,113 9.66
2025-08-14 13F Rafferty Asset Management, LLC 83,206 10.32 5,111 12.85
2025-06-26 NP JHMM - John Hancock Multifactor Mid Cap ETF 65,467 8.93 3,755 -3.10
2025-08-11 13F Symphony Financial, Ltd. Co. 3,440 211
2025-08-20 NP QCFIX - AQR CVX Fusion Fund Class I 131 8
2025-08-08 13F Creative Planning 43,173 13.91 2,652 16.53
2025-08-14 13F Tudor Investment Corp Et Al 115,727 96.98 7,108 101.50
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 17,455 6.17 1,001 -5.48
2025-08-14 13F Algert Global Llc 246,141 1.61 15 7.14
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 23,116 84.32 1,326 63.99
2025-08-14 13F Horizon Investments, LLC 38,082 2,339
2025-09-04 13F/A Advisor Group Holdings, Inc. 80,264 1,442.06 4,824 1,446.15
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 364 56.22 22 50.00
2025-08-13 13F Bare Financial Services, Inc 16 1
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 7,079 3.65 435 5.85
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 116,942 2.47 7,183 4.82
2025-07-24 NP LPRE - Long Pond Real Estate Select ETF 13,244 745
2025-07-25 13F Verdence Capital Advisors LLC 8,146 5.63 500 7.99
2025-08-14 13F Mml Investors Services, Llc 5,470 55.88 0
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 2,291 6.16 141 8.53
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 5,450 6.67 335 9.15
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 9,241 7.85 568 10.31
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 20,082 1.95 1,233 4.31
2025-07-22 NP GUSA - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 3,422 0.18 193 -8.57
2025-08-22 NP CDEI - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 123 8
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 2,678 22.84 164 26.15
2025-08-14 13F Ieq Capital, Llc 12,953 796
2025-07-29 NP PTL - Inspire 500 ETF 2,445 18.80 138 8.73
2025-08-12 13F American Century Companies Inc 1,069,859 21.95 65,711 24.75
2025-08-13 13F Long Pond Capital, LP 1,561,586 132.39 95,913 137.73
2025-08-18 13F/A Hudson Bay Capital Management LP 77,131 31.10 4,737 34.12
2025-08-13 13F Arizona State Retirement System 29,691 0.03 1,824 2.30
2025-08-07 13F Parkside Financial Bank & Trust 1,654 12.98 102 16.09
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 15 1
2025-08-14 13F/A Barclays Plc 735,388 12.48 45 15.38
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 28,001 16.25 1,606 3.41
2025-04-29 NP SEIAX - SIIT Multi-Asset Real Return Fund - Class A 0 -100.00 0 -100.00
2025-05-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 32,710 2.39 1,964 0.41
2025-08-13 13F Hsbc Holdings Plc 301,497 41.81 18,488 45.44
2025-08-11 13F Covestor Ltd 2,603 101.47 0
2025-08-14 13F Numerai GP LLC 34,066 215.08 2,092 222.34
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