WSBC / WesBanco, Inc. - Pemilikan Institusi - Pembeli

WesBanco, Inc.
US ˙ NasdaqGS ˙ US9508101014

Pemilikan Institusi dan Dana - Pembeli

Pemegang utama yang telah membuka kedudukan baru dalam WesBanco, Inc. termasuk AIRR - First Trust RBA American Industrial Renaissance(TM) ETF, Hood River Capital Management LLC, HRSMX - Hood River Small-Cap Growth Fund Institutional Shares, PPNMX - SmallCap Growth Fund I R-3, IWO - iShares Russell 2000 Growth ETF, REBYX - U.S. Small Cap Equity Fund Class Y, DASVX - Dunham Small Cap Value Fund Class A, Capital Fund Management S.a., Cullen Capital Management, LLC, HSPGX - Emerald Growth Fund Class A, Brevan Howard Capital Management LP, Bryce Point Capital, LLC, HSSAX - Emerald Banking and Finance Fund Class A, CFSLX - Column Small Cap Fund, AVUVX - Avantis U.S. Small Cap Value Fund Institutional Class, DRW Securities, LLC, Susquehanna Portfolio Strategies, LLC, CSQIX - MANTEIO MULTIALTERNATIVE STRATEGY FUND Class I Shares, MMYAX - MassMutual Select Small Company Value Fund Class A, dan WPGTX - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL .

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
(%)
2025-08-28 NP KRE - SPDR(R) S&P Regional Banking(SM) ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 672,852 13.37 21,282 15.83
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 8,338 505.52 264 526.19
2025-07-23 13F Steel Peak Wealth Management LLC 7,465 2.56 239 4.39
2025-08-13 13F Victory Capital Management Inc 180,499 64.31 5,709 67.86
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 8,742 507.93 277 527.27
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 33,308 60.21 992 36.13
2025-05-29 NP ASQIX - Small Company Fund Investor Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 14,486 105.65 448 95.63
2025-08-13 13F F/M Investments LLC 142,851 0.49 4,518 2.68
2025-06-26 NP USMIX - Extended Market Index Fund 11,143 39.44 332 18.21
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 1,357 43
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 34,114 10.78 1,079 13.22
2025-08-14 13F Citadel Advisors Llc 858,105 72.56 27,142 76.30
2025-06-25 NP GCSIX - Goldman Sachs Small Cap Equity Insights Fund Institutional 43,504 58.48 1,296 34.76
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 2,109 506.03 67 560.00
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 52,923 13.49 1,674 15.94
2025-08-14 13F Ieq Capital, Llc 57,243 201.10 1,811 207.82
2025-06-24 NP SWTSX - Schwab Total Stock Market 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 47,799 40.55 1,423 19.48
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 4,692 48.29 140 26.36
2025-05-29 NP MMYAX - MassMutual Select Small Company Value Fund Class A 9,510 294
2025-08-12 13F Segall Bryant & Hamill, Llc 1,002,974 12.49 31,724 14.93
2025-08-14 13F Royal Bank Of Canada 149,379 149.04 4,725 154.31
2025-06-18 NP REBYX - U.S. Small Cap Equity Fund Class Y 38,332 1,142
2025-08-13 13F MetLife Investment Management, LLC 56,512 11.69 1,787 14.11
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 832 0
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 69,660 119.28 2,144 98.33
2025-08-14 13F Susquehanna Portfolio Strategies, LLC 13,499 427
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 430,839 63.70 13,261 43.69
2025-06-26 NP FLXSX - Fidelity Flex Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 16,591 76.01 494 49.70
2025-08-08 13F Geode Capital Management, Llc 2,389,477 7.77 75,588 10.09
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 9,275 35.40 293 38.21
2025-06-26 NP TMAAX - Thrivent Moderately Aggressive Allocation Fund Class A 4,518 0.29 135 -14.65
2025-06-26 NP DFUV - Dimensional US Marketwide Value ETF 67,336 34.87 2,005 14.64
2025-06-26 NP TCAAX - Thrivent Moderately Conservative Allocation Fund Class A 445 0.23 13 -13.33
2025-06-23 NP PPNMX - SmallCap Growth Fund I R-3 90,898 2,707
2025-07-15 13F Bfsg, Llc 40,387 2.76 1,277 5.02
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 232,616 8.35 7,358 10.70
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 72,575 14.52 2,296 16.97
2025-08-11 13F Wbi Investments, Inc. 25,112 794
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 20,821 31.65 659 34.84
2025-08-20 NP ADANX - AQR Diversified Arbitrage Fund Class N 0 -100.00 0 -100.00
2025-07-25 13F Cwm, Llc 23,422 88.87 1
2025-07-24 13F Us Bancorp \de\ 59,754 0.47 1,890 2.66
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 84 33.33 3 0.00
2025-08-13 13F Arizona State Retirement System 27,903 8.98 883 11.36
2025-06-18 NP NWHDX - Nationwide Bailard Cognitive Value Fund Class A 23,042 8.47 686 -7.80
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 4,514 57.56 134 34.00
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 18,345 80.22 565 58.43
2025-08-15 13F Tower Research Capital LLC (TRC) 10,785 64.66 341 68.81
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 135,872 53.22 4,182 34.51
2025-08-27 NP TLEQX - Small-Cap Equity Fund 7,008 11.49 222 13.92
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 18,201 17.10 576 19.54
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 53,729 39.93 1,654 22.81
2025-08-08 13F Principal Financial Group Inc 37,463 3.25 1,185 5.43
2025-05-29 NP RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P 0 -100.00 0 -100.00
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 197 6
2025-05-29 NP RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity Short -1 -99.99 -0 -100.00
2025-08-14 13F Brevan Howard Capital Management LP 25,116 794
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 51,920 1.60 1,642 3.79
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 5,554 56.72 165 33.06
2025-06-26 NP DFSCX - U.s. Micro Cap 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 417,868 7.38 12,444 -8.73
2025-07-25 NP SCHA - Schwab U.S. Small-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 453,899 40.91 13,971 23.68
2025-08-14 13F Balyasny Asset Management Llc 11,580 366
2025-08-14 13F Rafferty Asset Management, LLC 91,861 23.56 2,906 26.25
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 43,237 6.23 1,368 8.49
2025-05-28 NP QCEQRX - Equity Index Account Class R1 37,247 76.55 1,153 68.08
2025-07-28 NP AVUSX - Avantis U.S. Equity Fund Institutional Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,940 78.60 121 57.14
2025-08-26 NP GSCYX - SMALL CAP EQUITY FUND Institutional 51,206 7.15 1,620 9.47
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 23,900 10.17 736 -3.29
2025-07-28 NP AVUVX - Avantis U.S. Small Cap Value Fund Institutional Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 14,974 461
2025-08-01 13F Teacher Retirement System Of Texas 14,502 4.02 459 6.26
2025-08-22 NP FESM - Fidelity Enhanced Small Cap ETF 357,612 10.95 11,311 13.35
2025-08-26 NP Profunds - Profund Vp Small-cap 216 11.34 7 0.00
2025-08-13 13F Edgestream Partners, L.P. 267,532 89.14 8,462 93.24
2025-08-28 NP TPSC - Timothy Plan US Small Cap Core ETF 16,460 11.10 521 13.54
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 12,206 12.97 386 15.57
2025-07-25 NP DCCAX - Delaware Small Cap Core Fund Class A 1,769,583 27.52 54,468 11.92
2025-06-18 NP GMRAX - Nationwide Small Cap Index Fund Class A 7,424 54.80 221 31.55
2025-07-29 NP VRTTX - Vanguard Russell 3000 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 6,910 46.27 213 28.48
2025-08-14 13F Bridgeway Capital Management Inc 458,606 96.62 14,506 100.87
2025-06-26 NP FAFDX - Fidelity Advisor Financial Services Fund Class A 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 128,800 1.50 3,836 -13.74
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 223,866 45.07 6,667 23.28
2025-05-02 13F Capital A Wealth Management, LLC 177 5
2025-08-12 13F Franklin Resources Inc 41,155 2.16 1,302 4.33
2025-07-29 NP EBI - Longview Advantage ETF 932 657.72 29 600.00
2025-08-13 13F Invesco Ltd. 863,590 3.71 27,315 5.95
2025-08-14 13F State Street Corp 3,663,315 0.39 117,109 2.52
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 3,077 505.71 97 546.67
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 52,668 34.25 2 0.00
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 292 65.91 9 80.00
2025-05-22 NP ROSC - Hartford Multifactor Small Cap ETF 2,555 5.80 79 1.28
2025-08-28 NP CBHAX - Victory Market Neutral Income Fund Class A 72,720 43.39 2,300 52.32
2025-08-13 13F Jones Financial Companies Lllp 1,316 38.38 42 41.38
2025-08-14 13F Sei Investments Co 456,864 4.09 14,451 6.34
2025-08-04 13F Emerald Mutual Fund Advisers Trust 140,653 16.22 4,449 18.74
2025-06-18 NP REUYX - Sustainable Equity Fund Class Y Short -3,001 -89
2025-08-14 13F California State Teachers Retirement System 89,153 1.08 2,820 3.26
2025-08-15 13F Morgan Stanley 514,013 11.02 16,258 13.43
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 107,148 44.20 3,191 22.55
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 213,968 53.87 6,372 30.77
2025-08-12 13F Rhumbline Advisers 142,925 6.85 4,521 9.15
2025-07-28 NP VVSCX - Small Cap Value Fund 22,645 175.42 697 142.01
2025-08-18 13F/A Kestra Investment Management, LLC 72 2
2025-06-30 NP PFM - Invesco Dividend Achievers 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 3,099 51.99 92 29.58
2025-08-14 13F EP Wealth Advisors, Inc. 12,562 21.94 397 24.84
2025-08-14 13F Mariner, LLC 15,466 13.25 489 15.88
2025-08-12 13F Prudential Financial Inc 11,972 404
2025-07-10 13F Moody National Bank Trust Division 36,749 0.12 1,162 2.29
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 24,512 33.97 730 13.73
2025-08-14 13F UBS Group AG 174,873 27.63 5,531 30.42
2025-08-14 13F DRW Securities, LLC 14,556 460
2025-07-28 NP SMDV - ProShares Russell 2000 Dividend Growers ETF 213,394 0.97 6,568 -11.37
2025-08-12 13F LPL Financial LLC 71,805 12.16 2,271 14.58
2025-08-14 13F Hood River Capital Management LLC 944,339 29,869
2025-08-26 NP JPSV - JPMorgan Active Small Cap Value ETF 8,040 17.56 254 20.38
2025-08-13 13F Capital Fund Management S.a. 32,016 1,013
2025-08-14 13F Maltese Capital Management Llc 451,663 0.07 14,286 2.23
2025-04-14 13F Bruce G. Allen Investments, LLC 0 0
2025-08-12 13F Barr E S & Co 19,196 607
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 1,265 129.58 38 94.74
2025-08-06 13F True Wealth Design, LLC 493 49,200.00 16
2025-06-26 NP DFSTX - U.s. Small Cap 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 433,604 39.04 12,913 18.17
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 13,701 10.27 433 12.76
2025-07-25 13F Johnson Investment Counsel Inc 13,655 69.33 432 73.09
2025-08-13 13F Renaissance Technologies Llc 355,481 8.12 11,244 10.45
2025-08-28 NP QCSTRX - Stock Account Class R1 236,449 103.33 7,479 107.72
2025-06-27 NP DASVX - Dunham Small Cap Value Fund Class A 32,768 976
2025-08-12 13F Steward Partners Investment Advisory, Llc 1,932 34.92 61 38.64
2025-07-08 13F Parallel Advisors, LLC 624 13.04 20 11.76
2025-08-14 13F Bnp Paribas Arbitrage, Sa 21,326 4.22 675 6.48
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 18,650 61.25 628 75.42
2025-06-18 NP NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 2,349 36.49 70 15.00
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 2,834 11.84 90 14.10
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 259,291 52.24 7,722 29.40
2025-07-24 13F CWM Advisors, LLC 12,281 7.82 388 10.23
2025-06-27 NP RSSL - Global X Russell 2000 ETF 52,155 59.05 1,553 35.28
2025-07-25 13F Commonwealth Financial Services, LLC 10,364 0.19 328 2.19
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 19,053 9.83 603 12.10
2025-08-14 13F Fourthstone LLC 208,300 256.68 6,589 264.38
2025-06-26 NP THMAX - Thrivent Moderate Allocation Fund Class A 2,800 0.25 83 -14.43
2025-08-14 13F Ubs Asset Management Americas Inc 271,143 25.21 8,576 27.92
2025-06-26 NP BLACKROCK FUNDS - iShares Total U.S. Stock Market 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 5,904 37.56 176 16.67
2025-08-05 13F Bryce Point Capital, LLC 23,895 756
2025-08-11 13F Covestor Ltd 1,729 3,742.22 0
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 17,710 7.88 560 10.24
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 20,136 637
2025-06-27 NP MYLD - Cambria Micro and SmallCap Shareholder Yield ETF 3,366 100
2025-08-07 13F Campbell & CO Investment Adviser LLC 22,155 701
2025-09-04 13F/A Advisor Group Holdings, Inc. 150,637 108.00 4,765 112.49
2025-08-14 13F Dark Forest Capital Management Lp 117,406 14.13 3,714 16.61
2025-06-26 NP Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 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 38,934 46.09 1,159 24.22
2025-07-29 NP RBB FUND, INC. - Adara Smaller Companies Fund 11,998 74.67 369 53.75
2025-07-24 13F Callan Family Office, LLC 7,732 245
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 2,582 40.40 82 44.64
2025-07-22 13F Bay Harbor Wealth Management, LLC 2 100.00 0
2025-07-28 NP UWM - ProShares Ultra Russell2000 8,563 21.24 264 6.48
2025-08-14 13F Susquehanna International Group, Llp Put 10,800 58.82 342 62.38
2025-07-28 NP AVUS - Avantis U.S. 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 27,791 54.81 855 35.93
2025-07-14 13F UMA Financial Services, Inc. 45 1
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 55,645 4.30 1,760 6.60
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 13,309 54.59 410 35.88
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 6,606 16.28 209 18.86
2025-08-26 NP QABA - First Trust NASDAQ ABA Community Bank Index Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 61,056 52.00 1,931 55.35
2025-07-07 13F Wesbanco Bank Inc 1,565,869 9.59 49,528 11.96
2025-07-22 13F HFM Investment Advisors, LLC 3 50.00 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 110,921 11.10 3,508 13.49
2025-08-28 NP TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 2,041 71.08 65 77.78
2025-08-08 13F Intech Investment Management Llc 57,735 13.28 1,826 15.79
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 2,926,508 1.87 92,565 4.08
2025-08-13 13F Glendon Capital Management LP 909,091 18.20 28,755 20.76
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 9,951 44.24 306 26.97
2025-07-31 13F Nisa Investment Advisors, Llc 831 56.79 26 62.50
2025-06-24 NP CSQIX - MANTEIO MULTIALTERNATIVE STRATEGY FUND Class I Shares 10,810 322
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 217,689 52.34 6,483 29.46
2025-07-21 13F Hilltop National Bank 3,417 35.70 108 33.33
2025-07-17 13F Venture Visionary Partners LLC 33,116 12.15 1,047 14.55
2025-05-05 13F Lindbrook Capital, Llc 2,651 181.72 82 173.33
2025-07-25 13F Hazlett, Burt & Watson, Inc. 6,636 4.69 0
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 98,062 5.56 3,102 7.82
2025-08-14 13F Hotchkis & Wiley Capital Management Llc 409,818 12.98 12,963 15.42
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 43,578 44.01 1,298 22.36
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 2,657 506.62 84 546.15
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 14,509 11.78 459 14.21
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 133 10.83 4 33.33
2025-08-27 NP PFSVX - PartnerSelect SBH Focused Small Value Fund Institutional Class 12,929 146.03 409 264.29
2025-06-27 NP DPST - Direxion Daily Regional Banks Bull 3X Shares 66,732 11.87 1,987 -4.93
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 1,456 44.59 45 25.71
2025-08-13 13F Russell Investments Group, Ltd. 235,678 60.50 7,455 63.97
2025-08-12 13F Ameritas Investment Partners, Inc. 9,672 13.41 306 15.53
2025-08-14 13F Quantinno Capital Management LP 14,396 48.17 455 51.67
2025-08-08 13F Hartland & Co., LLC 21,287 2,140.74 673 2,220.69
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 28,615 46.16 852 24.20
2025-08-08 13F SG Americas Securities, LLC 14,189 200.30 0
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 871,293 53.61 25,947 30.55
2025-08-22 NP FECGX - Fidelity Small Cap Growth Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,455 109
2025-07-28 NP OMFS - Invesco Russell 2000(R) Dynamic Multifactor 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 10,455 39.34 322 22.05
2025-06-24 NP TILT - FlexShares Morningstar US Market Factor Tilt Index Fund This fund is a listed as child fund of Northern Trust 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 20,567 53.99 612 31.05
2025-06-30 NP VT - Vanguard Total World Stock Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 52,862 79.12 1,574 52.22
2025-08-29 NP DHS - WisdomTree U.S. High Dividend Fund N/A 49,370 2.00 1,562 4.21
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 9,754 52.91 290 30.04
2025-06-26 NP DFFVX - U.S. 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 671,186 54.38 19,988 31.20
2025-08-14 13F Atom Investors LP 15,348 485
2025-08-12 13F/A Boston Partners 109,517 100.58 3,464 104.97
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 31,018 7.08 981 9.49
2025-08-14 13F Macquarie Group Ltd 2,175,923 2.68 68,824 4.91
2025-08-19 NP RIFBX - U.S. Small Cap Equity Fund 18,019 58.84 570 62.11
2025-07-25 13F Sequoia Financial Advisors, LLC 59,963 5.71 1,897 7.97
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 8,876 23.31 281 26.13
2025-08-13 13F Cerity Partners LLC 33,272 0.35 1,052 2.53
2025-08-11 13F Vanguard Group Inc 9,615,787 2.15 304,147 4.37
2025-08-13 13F EverSource Wealth Advisors, LLC 1,836 260.71 58 286.67
2025-07-28 NP MCSCX - M3Sixty Small Cap Growth Fund Institutional Class Shares 3,467 7.77 107 -5.36
2025-08-07 13F Allworth Financial LP 6,570 83.21 208 93.46
2025-07-11 13F Farther Finance Advisors, LLC 203 24.54 6 50.00
2025-08-04 13F Keybank National Association/oh 68,686 0.88 2,173 3.08
2025-07-28 NP URTY - ProShares UltraPro Russell2000 6,281 6.75 193 -6.31
2025-08-13 13F Bayview Asset Management, Llc 54,000 343.02 1,708 353.05
2025-08-27 NP HRSMX - Hood River Small-Cap Growth Fund Institutional Shares 615,198 19,459
2025-08-28 NP IWO - iShares Russell 2000 Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 54,103 1,711
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 211 59.85 7 50.00
2025-08-12 13F Legal & General Group Plc 107,798 4.50 3,410 6.76
2025-06-24 NP SFSNX - Schwab Fundamental US Small Company Index Fund Institutional Shares This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 57,960 8.83 1,726 -7.50
2025-07-24 NP FNCMX - Fidelity Nasdaq Composite 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 38,299 7.47 1,179 -5.68
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 386 66.38 12 37.50
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 7,947 12.45 251 15.14
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 14,334 1.67 453 3.90
2025-08-26 NP GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 16,940 4.28 536 6.57
2025-08-27 NP Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 27,299 0.74 863 2.98
2025-08-15 13F Great West Life Assurance Co /can/ 17,352 29.67 1
2025-06-30 NP VYM - Vanguard High Dividend Yield 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 322,374 35.14 9,600 14.86
2025-08-01 13F Envestnet Asset Management Inc 271,764 5.06 8,596 7.33
2025-08-14 13F Mml Investors Services, Llc 9,105 4.90 0
2025-08-20 NP RUSC - U.S. Small Cap Equity Active ETF 1,602 51
2025-08-11 13F HighTower Advisors, LLC 9,596 8.69 304 10.99
2025-07-28 NP AVUV - Avantis U.S. Small Cap Value ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 212,960 3,111.58 6,555 2,619.50
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 56,152 102.77 1,672 72.37
2025-06-26 NP TIEIX - TIAA-CREF Equity Index Fund Institutional Class 115,587 124.15 3,442 90.59
2025-08-13 13F Healthcare Of Ontario Pension Plan Trust Fund 50,000 1,582
2025-08-13 13F Quantbot Technologies LP 28,205 892
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 3,477 5.40 110 6.86
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 381,174 49.41 11,351 26.98
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 4,166 68.73 128 48.84
2025-08-13 13F Federated Hermes, Inc. 1,435 71.86 45 80.00
2025-08-13 13F Pictet Asset Management Holding SA 14,419 9.51 456 12.04
2025-08-14 13F State Of Wisconsin Investment Board 16,427 63.79 520 67.42
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 257 3.63 8 14.29
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 878 4.65 26 -10.34
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 177,040 37.45 5,449 20.63
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 988 31
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 164,121 14.60 5,191 17.10
2025-07-17 13F SummerHaven Investment Management, LLC 30,888 1.63 977 3.83
2025-08-04 13F Emerald Advisers, Llc 383,527 3.99 12,131 6.24
2025-05-15 13F Cullen Capital Management, LLC 31,701 981
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 5,054 52.55 160 55.88
2025-08-14 13F Raymond James Financial Inc 205,319 6.69 6,494 9.00
2025-08-26 NP JDSCX - JPMorgan Small Cap Blend Fund Class I 254,217 5.53 8,041 7.80
2025-08-12 13F Nuveen, LLC 855,403 18.85 27,056 21.43
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 21,754 19.70 688 22.42
2025-07-29 NP ESGV - Vanguard ESG U.S. Stock ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 18,587 45.93 572 28.25
2025-08-20 NP ASMOX - AQR Small Cap Momentum Style Fund Class I 3,441 109
2025-06-26 NP AALGX - Thrivent Global Stock Fund Class A 3,035 0.23 90 -15.09
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 146,595 45.03 4,366 23.27
2025-08-12 13F SRS Capital Advisors, Inc. 169 19.86 5 25.00
2025-08-25 NP AIRR - First Trust RBA American Industrial Renaissance(TM) 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 1,177,541 37,246
2025-07-15 13F SJS Investment Consulting Inc. 79,622 0.10 2,518 2.27
2025-07-15 13F Fortitude Family Office, LLC 20 1
2025-08-13 13F New York State Common Retirement Fund 620,352 0.07 20 0.00
2025-06-26 NP TISEX - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 365,620 40.03 10,888 19.01
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 25,597 13.78 810 16.24
2025-07-24 NP BDSIX - BlackRock Advantage Small Cap Core Fund Institutional Shares 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 603,348 69.42 18,571 48.70
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 13 0
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 25 8.70 1
2025-07-24 13F IFP Advisors, Inc 24,479 2.62 774 4.88
2025-08-06 13F Rialto Wealth Management, LLC 2 0
2025-08-05 13F Bank of New York Mellon Corp 797,220 6.41 25,216 8.72
2025-08-08 13F SBI Securities Co., Ltd. 63 1.61 2 0.00
2025-08-13 13F First Trust Advisors Lp 1,281,260 949.34 40,526 972.12
2025-08-14 13F Xponance, Inc. 7,364 13.15 233 15.42
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 2,092 51.70 66 57.14
2025-08-15 13F CI Private Wealth, LLC 98,168 105.74 3,105 110.22
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 15,058 47.19 448 25.14
2025-07-22 13F Investors Asset Management Of Georgia Inc /ga/ /adv 29,697 1.37 939 3.53
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 546 88.93 16 60.00
2025-08-08 13F Avantax Advisory Services, Inc. 38,285 0.94 1,211 3.07
2025-08-14 13F Aqr Capital Management Llc 469,185 47.32 14,840 50.51
2025-08-14 13F Millennium Management Llc 129,527 763.00 4,097 782.76
2025-08-05 13F Westside Investment Management, Inc. 298 10
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 9,672 13.41 306 15.53
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 331 6.77 10 11.11
2025-05-27 NP NOSGX - Northern Small Cap Value Fund 114,613 9.29 3,548 3.99
2025-06-25 NP HSPGX - Emerald Growth Fund Class A 30,124 897
2025-08-08 13F/A Sterling Capital Management LLC 2,431 64.15 77 68.89
2025-08-22 NP FEAC - Fidelity Enhanced U.S. All-Cap Equity ETF 82 13.89 3 0.00
2025-06-26 NP TAAAX - Thrivent Aggressive Allocation Fund Class A 2,536 0.08 76 -14.77
2025-08-28 NP WBIY - WBI Power Factor High Dividend ETF 25,112 286.22 794 276.30
2025-07-28 NP VCSLX - Small Cap Index Fund 36,497 65.96 1,123 45.65
2025-08-27 NP VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,482,192 2.02 46,882 4.23
2025-08-12 13F J.w. Cole Advisors, Inc. 9,219 32.70 292 35.35
2025-07-24 NP FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 522,917 43.38 16,095 25.84
2025-08-06 13F Atlantic Union Bankshares Corp 17,745 11.58 561 14.02
2025-08-14 13F Verition Fund Management LLC 2,146,725 34.13 67,901 37.03
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 222 9.90 7 16.67
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 7,007 216
2025-07-14 13F Park Avenue Securities Llc 6,507 0
2025-07-28 NP HDG - ProShares Hedge Replication ETF 113 66.18 3 50.00
2025-06-26 NP BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12,935 35.02 385 14.93
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 61,461 48.11 1,830 25.86
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 43,814 11.24 1,386 13.62
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 2,233 47.49 69 28.30
2025-08-04 13F Creekmur Asset Management LLC 641 1.10 20 5.26
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 23,571 200.50 726 163.64
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 618,359 37.72 18,415 17.04
2025-06-25 NP FNCL - Fidelity MSCI Financials Index ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 27,517 49.02 819 26.58
2025-08-12 13F Proequities, Inc. 0 0
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 69,250 1,664.33 2,062 1,405.11
2025-08-14 13F Manufacturers Life Insurance Company, The 49,638 7.62 1,570 9.94
2025-08-13 13F Brant Point Investment Management Llc 420,000 32.88 13,285 35.76
2025-07-29 NP WPGTX - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL 9,407 290
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 483 11.03 15 15.38
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 2,056 7.59 63 -5.97
2025-06-26 NP DFVEX - U.s. Vector Equity 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 71,007 48.52 2,115 26.21
2025-08-26 13F/A Thrivent Financial For Lutherans 42,849 29.11 1 0.00
2025-06-26 NP DFEOX - U.s. Core Equity 1 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 174,440 36.24 5,195 15.78
2025-07-29 NP VTWV - Vanguard Russell 2000 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 57,184 42.69 1,760 25.27
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 18,472 50.82 550 28.21
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 55,712 5.97 1,762 8.30
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 29,442 13.27 931 15.80
2025-08-11 13F Rothschild Investment Llc 229 17.44 7 16.67
2025-08-14 13F Ameriprise Financial Inc 155,599 3.41 4,922 5.65
2025-06-26 NP DFSVX - U.s. Small Cap 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 1,402,528 45.80 41,767 23.92
2025-08-04 13F HBK Sorce Advisory LLC 12,414 28.18 393 31.10
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 27,091 77.61 807 50.94
2025-08-05 13F Simplex Trading, Llc Put 100 0
2025-07-23 NP CFSLX - Column Small Cap Fund 18,988 584
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 16,217 57.40 483 33.52
2025-08-12 13F Trexquant Investment LP 19,606 620
2025-06-25 NP HSSAX - Emerald Banking and Finance Fund Class A 19,631 585
2025-08-08 13F Cetera Investment Advisers 53,383 7.42 1,688 9.75
2025-07-29 13F Virginia Retirement Systems Et Al 14,900 471
2025-07-29 NP VFAIX - Vanguard Financials Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 153,926 58.81 4,738 39.36
2025-07-21 13F Ameritas Advisory Services, LLC 78 2
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