PIPR / Piper Sandler Companies - Pemilikan Institusi - Penjual

Piper Sandler Companies
US ˙ NYSE ˙ US7240781002

Pemilikan Institusi dan Dana - Penjual

Halaman ini menunjukkan institusi, dana dan pemegang saham utama yang telah mengurangkan pegangan atau menutup kedudukan mereka dalam tempoh pelaporan terakhir mereka. Baris merah menunjukkan kedudukan tertutup. Klik ikon pautan 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
(%)
2025-05-29 NP CSA - VictoryShares US Small Cap Volatility Wtd ETF 164 -45.70 41 -55.56
2025-07-24 13F Jfs Wealth Advisors, Llc 18 -5.26 5 25.00
2025-06-27 NP PASIX - PACE Alternative Strategies Investments Class A 20 -33.33 5 -55.56
2025-07-15 13F Public Employees Retirement System Of Ohio 10,132 -0.13 2,816 12.10
2025-07-31 13F Nisa Investment Advisors, Llc 5,622 -7.24 1,563 4.06
2025-08-08 13F Cetera Investment Advisers 3,211 -7.73 893 3.60
2025-08-14 13F Toroso Investments, LLC 2,213 -22.89 615 -13.38
2025-08-13 13F Northern Trust Corp 196,163 -1.55 54,522 10.48
2025-08-29 NP JSIVX - Janus Henderson Small Cap Value Fund Class L 69,470 -10.84 19,308 0.07
2025-08-27 NP AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Small Cap Equity Fund Series I 15,941 -2.72 4,431 9.17
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 3,295 -0.60 916 11.59
2025-04-23 13F First Pacific Financial 0 -100.00 0
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Franklin Small Company Value Portfolio Class 1 3,852 -34.01 929 -41.82
2025-07-11 13F/A Umb Bank N A/mo 43 -30.65 12 -26.67
2025-07-24 13F Us Bancorp \de\ 6,395 -0.03 1,777 12.18
2025-06-30 NP XSMO - Invesco S&P SmallCap 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 74,493 -29.48 17,962 -46.39
2025-08-05 13F Huntington National Bank 7 -36.36 2 -50.00
2025-08-21 NP MXISX - Great-West S&P Small Cap 600 Index Fund Investor Class 12,121 -0.96 3,369 11.16
2025-06-26 NP FSCAX - Nuveen Small Cap Value Fund Class A This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 14,341 -0.42 3,458 -24.30
2025-05-02 13F Bailard, Inc. 0 -100.00 0 -100.00
2025-08-07 13F Axiom International Investors Llc /de 33,426 -6.63 9,290 4.79
2025-06-25 NP FAD - First Trust Multi Cap Growth AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 0 -100.00 0 -100.00
2025-07-17 13F Vermillion Wealth Management, Inc. 7 -69.57 2 -80.00
2025-03-26 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 0 -100.00 0 -100.00
2025-06-18 NP RAZAX - Multi-Asset Growth Strategy Fund Class A 422 -57.97 102 -68.24
2025-05-27 NP GAFCX - Virtus AlphaSimplex Global Alternatives Fund Class C 0 -100.00 0 -100.00
2025-08-27 NP Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 6,500 -10.96 1,807 -0.06
2025-08-05 13F Kesler, Norman & Wride, LLC 0 -100.00 0
2025-07-09 13F Massmutual Trust Co Fsb/adv 75 -31.19 21 -23.08
2025-07-29 13F Mutual Of America Capital Management Llc 2,111 -9.98 587 1.03
2025-05-15 13F D. E. Shaw & Co., Inc. 0 -100.00 0 -100.00
2025-07-15 13F Mather Group, Llc. 0 -100.00 0
2025-07-24 NP HSMNX - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 4,300 -27.27 1,081 -36.86
2025-06-23 NP PPNMX - SmallCap Growth Fund I R-3 33,366 -22.10 8,045 -40.77
2025-08-27 NP OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio 3,271 -10.63 909 0.33
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 61 -3.17 17 6.67
2025-07-28 13F Allianz Asset Management GmbH 0 -100.00 0
2025-08-27 NP TPLNX - Timothy Small-Cap Value Fund Class A 10,883 -6.45 3,025 4.96
2025-08-07 13F Acadian Asset Management Llc 191 -95.38 0 -100.00
2025-08-12 13F WealthTrak Capital Management LLC 0 -100.00 0
2025-08-13 13F 1492 Capital Management LLC 0 -100.00 0
2025-08-28 NP VYSVX - Vericimetry U.S. Small Cap Value Fund 863 -28.85 240 -20.33
2025-08-07 13F Lisanti Capital Growth, LLC 10,810 -37.51 3,005 -29.88
2025-08-28 NP SLYG - SPDR(R) S & P 600 Small Cap Growth 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 81,199 -3.08 22,568 8.77
2025-08-26 NP IWV - iShares Russell 3000 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 4,408 -0.79 1,225 11.36
2025-06-26 NP PDAVX - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 0 -100.00 0 -100.00
2025-07-22 13F Knights of Columbus Asset Advisors LLC 7,156 -3.28 1,989 8.52
2025-08-14 13F Algert Global Llc 0 -100.00 0
2025-07-17 13F HB Wealth Management, LLC 0 -100.00 0
2025-04-24 NP USCRX - Cornerstone Moderately Aggressive Fund 61 -94.38 18 -95.43
2025-08-28 NP LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC 1,502 -1.77 417 10.32
2025-08-14 NP ASCGX - Lisanti Small Cap Growth Fund 490 -51.00 136 -44.94
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 22,149 -3.30 5,341 -26.49
2025-04-24 NP UCAGX - Cornerstone Aggressive Fund 0 -100.00 0 -100.00
2025-08-19 NP RIFBX - U.S. Small Cap Equity Fund Short -465 -181.87 -129 -192.14
2025-05-22 NP HLGE - Hartford Longevity Economy ETF 0 -100.00 0 -100.00
2025-08-12 13F Entropy Technologies, LP 0 -100.00 0
2025-07-25 13F Hemington Wealth Management 34 -12.82 0
2025-06-26 NP CRSSX - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 6,462 -0.98 1,558 -24.70
2025-07-29 NP JSJIX - Small Cap Growth Fund Class NAV 13,660 -37.43 3,435 -45.68
2025-04-25 NP BLUIX - BLUEPRINT GROWTH FUND Institutional Class 390 -37.40 113 -47.42
2025-03-27 NP TRDFX - Steward Small-Mid Cap Enhanced Index Fund Class A 941 -20.19 298 -10.78
2025-08-07 13F HighPoint Advisor Group LLC 1,282 -0.70 356 14.10
2025-07-29 NP SSMAX - Siit Small Mid Cap Equity Fund - Class A 5,805 -32.21 1,460 -41.17
2025-07-29 NP VIOO - Vanguard S&P Small-Cap 600 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 54,447 -0.00 13,691 -13.18
2025-05-30 NP QMID - WisdomTree U.S. MidCap Quality Growth Fund 22 -4.35 5 -16.67
2025-08-13 13F Amundi 2,706 -59.30 793 -48.20
2025-04-18 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 0 -100.00 0 -100.00
2025-08-04 13F Center for Financial Planning, Inc. 0 -100.00 0
2025-07-22 NP GSSIX - Goldman Sachs Small Cap Value Fund Institutional 20,961 -15.52 5,271 -26.65
2025-08-14 13F Jane Street Group, Llc Call 5,000 -64.03 1,390 -59.65
2025-08-12 13F Ci Investments Inc. 712 -3.00 0
2025-08-29 NP LSSIX - Loomis Sayles Small Cap Growth Fund Institutional Class 77,975 -27.37 21,672 -18.49
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 179 -29.25 43 -46.25
2025-08-07 13F Hughes Financial Services, LLC 0 -100.00 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 293 -2.98 74 -16.09
2025-08-28 NP SIVIX - State Street Institutional Small-Cap Equity Fund Investment Class 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 2,018 -33.29 561 -25.23
2025-08-11 13F Integrated Quantitative Investments LLC 0 -100.00 0
2025-08-26 NP AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small Cap Growth Portfolio Class A 3,183 -5.35 885 6.25
2025-08-12 13F Hillsdale Investment Management Inc. 0 -100.00 0
2025-08-25 NP BlackRock ETF Trust - BlackRock Advantage Large Cap Income 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 0 -100.00 0
2025-08-14 13F Jane Street Group, Llc 0 -100.00 0
2025-08-26 NP FTKI - First Trust Small Cap BuyWrite Income ETF 0 -100.00 0 -100.00
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 154,738 -1.02 43,008 11.08
2025-05-15 13F Wolverine Trading, Llc 0 -100.00 0 -100.00
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 41,060 -8.03 11 0.00
2025-08-29 NP DGRW - WisdomTree U.S. Quality Dividend Growth Fund N/A 16,698 -13.81 4,641 -3.25
2025-08-01 13F Teacher Retirement System Of Texas 23,216 -6.80 6,453 4.60
2025-08-11 13F Great Lakes Advisors, Llc 0 -100.00 0
2025-08-29 NP GWGIX - Amg Gw&k Small/mid Cap Fund Class I 53,066 -1.40 14,749 10.65
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility 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 0 -100.00 0 -100.00
2025-06-26 NP QUASX - AB Small Cap Growth Portfolio Class A 134,987 -24.64 32,548 -42.70
2025-08-12 13F Ensign Peak Advisors, Inc 11,418 -2.24 3,174 9.72
2025-07-30 13F Cullen/frost Bankers, Inc. 8 -77.78 2 -75.00
2025-07-28 NP UWM - ProShares Ultra Russell2000 1,732 -18.72 436 -29.50
2025-08-13 13F Fisher Asset Management, LLC 150,646 -2.31 41,871 9.63
2025-04-22 13F Private Wealth Partners, LLC 0 -100.00 0
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 8,424 -5.09 2,031 -27.83
2025-08-08 13F Intech Investment Management Llc 8,064 -34.17 2,241 -26.11
2025-08-26 NP IJR - iShares Core S&P 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 978,712 -1.64 272,023 10.39
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 17 -5.56 4 -20.00
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 23 -62.90 6 -72.22
2025-08-14 13F Optiver Holding B.V. 45 -30.77 13 -25.00
2025-08-08 13F Avalon Trust Co 375 -5.06 104 7.22
2025-07-28 NP URTY - ProShares UltraPro Russell2000 1,270 -28.45 319 -37.94
2025-08-13 13F Cerity Partners LLC 12,422 -1.78 3,453 10.22
2025-06-27 NP CTSIX - Calamos Timpani Small Cap Growth Fund Class I 10,832 -56.42 2,612 -66.87
2025-07-29 NP VRTGX - Vanguard Russell 2000 Growth 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 15,165 -4.82 3,813 -17.36
2025-06-25 NP DISSX - BNY Mellon Smallcap Stock Index Fund Investor Shares 10,730 -12.98 2,587 -33.84
2025-08-13 13F Rsm Us Wealth Management Llc 1,080 -2.17 300 9.89
2025-08-14 13F Van Eck Associates Corp 0 -100.00 0
2025-08-04 13F Atria Investments Llc 798 -48.35 222 -42.15
2025-08-12 13F Dynamic Technology Lab Private Ltd 0 -100.00 0
2025-03-28 NP GSAOX - Goldman Sachs Small Cap Growth Insights Fund Class A 2,367 -15.31 751 -5.30
2025-07-14 13F GAMMA Investing LLC 336 -23.64 93 -13.89
2025-07-23 NP CFSLX - Column Small Cap Fund 1,805 -26.48 454 -12.72
2025-08-27 NP JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 2,963 -9.19 824 1.86
2025-07-24 NP LMGAX - Lord Abbett Growth Opportunities Fund Class A 11,671 -23.74 2,935 -33.80
2025-08-05 13F Burney Co/ 0 -100.00 0
2025-07-28 NP AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5 123,724 -27.77 31,110 -37.29
2025-08-26 NP BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares 6,375 -2.28 1,772 9.66
2025-08-29 NP DTD - WisdomTree U.S. Total Dividend Fund N/A 371 -0.80 103 11.96
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 65,573 -8.42 15,811 -30.37
2025-08-13 13F Renaissance Technologies Llc 18,095 -48.73 5,029 -42.47
2025-08-28 NP IJT - iShares S&P Small-Cap 600 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 144,703 -1.39 40,219 10.66
2025-07-28 NP NBMIX - Neuberger Berman Small Cap Growth Fund Investor Class 0 -100.00 0 -100.00
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 28,388 -2.37 7,138 -15.23
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 80,348 -12.54 19,374 -33.51
2025-06-23 NP PSSMX - SmallCap S&P 600 Index Fund R-3 15,638 -3.76 3,771 -26.84
2025-07-29 13F Regions Financial Corp 1,809 -10.22 503 0.60
2025-08-11 13F New Age Alpha Advisors, LLC 807 -0.12 224 12.00
2025-08-14 13F Quarry LP 0 -100.00 0
2025-07-15 13F Td Private Client Wealth Llc 0 -100.00 0
2025-08-07 13F Teachers Retirement System Of The State Of Kentucky 4,125 -5.58 1 0.00
2025-04-17 13F Trust Point Inc. 0 -100.00 0 -100.00
2025-05-15 13F Glenmede Trust Co Na 3,306 -1.05 819 -18.36
2025-07-23 13F Shell Asset Management Co 1,768 -14.84 0
2025-07-30 NP SMCIX - S&P SmallCap Index Fund Direct Shares 588 -4.85 148 -17.42
2025-08-14 13F State Of Wisconsin Investment Board 25,065 -9.98 6,967 1.02
2025-07-16 13F Banque Pictet & Cie Sa 1,686 -6.23 469 5.17
2025-06-26 NP USCAX - Small Cap Stock Fund Shares 0 -100.00 0 -100.00
2025-05-15 13F Jacobs Levy Equity Management, Inc 0 -100.00 0
2025-08-12 13F Coldstream Capital Management Inc 1,779 -0.28 494 12.02
2025-08-12 13F Swiss National Bank 33,900 -1.74 9,422 10.28
2025-08-18 13F Wolverine Trading, Llc Call 2,400 -29.41 676 -19.62
2025-04-29 NP JSTC - Adasina Social Justice All Cap Global ETF 0 -100.00 0 -100.00
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 0 -100.00 0
2025-08-13 13F EverSource Wealth Advisors, LLC 39 -26.42 11 -23.08
2025-05-15 13F Parallax Volatility Advisers, L.P. Call 0 -100.00 0
2025-06-25 NP FNX - First Trust Mid Cap Core AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,255 -72.99 785 -79.49
2025-07-11 13F Farther Finance Advisors, LLC 2,081 -12.16 578 -2.86
2025-08-13 13F Quadrant Capital Group Llc 2,729 -5.51 758 6.01
2025-08-28 NP LORD ABBETT SERIES FUND INC - Developing Growth Portfolio Class VC 1,595 -61.12 443 -56.35
2025-08-12 13F Corebridge Financial, Inc. 0 -100.00 0
2025-04-25 NP VIOV - Vanguard S&P Small-Cap 600 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 0 -100.00 0 -100.00
2025-05-09 13F CenterBook Partners LP 0 -100.00 0 -100.00
2025-08-12 13F Dimensional Fund Advisors Lp 385,160 -5.12 107,059 6.50
2025-08-18 13F/A Westwood Holdings Group Inc 343,809 -3.74 95,558 8.03
2025-05-13 13F Quadrature Capital Ltd 0 -100.00 0
2025-08-14 13F Manufacturers Life Insurance Company, The 9,284 -7.37 2,580 3.95
2025-05-01 13F Park Square Financial Group, LLC 0 -100.00 0 -100.00
2025-05-06 13F Proficio Capital Partners LLC 0 -100.00 0 -100.00
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 5,950 -7.51 1,496 -19.70
2025-08-27 13F/A Squarepoint Ops LLC 3,828 -45.61 1,064 -39.01
2025-08-11 13F Bell Investment Advisors, Inc 25 -13.79 7 -14.29
2025-07-29 NP SLPAX - Siit Small Cap Fund - Class A 2,870 -28.93 722 -38.32
2025-08-14 13F Qube Research & Technologies Ltd 12,245 -18.58 3,403 -8.62
2025-07-31 13F CVA Family Office, LLC 5 -44.44 1 -50.00
2025-08-28 NP IWM - iShares Russell 2000 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 438,911 -6.76 121,991 4.64
2025-06-26 NP FDSCX - Fidelity Stock Selector Small Cap 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 72,800 -13.54 17,554 -34.27
2025-05-13 13F Caitong International Asset Management Co., Ltd 0 -100.00 0 -100.00
2025-07-28 13F New York State Teachers Retirement System 26,849 -1.11 7 16.67
2025-08-12 13F Pathstone Holdings, LLC 1,159 -47.60 322 -41.13
2025-08-12 13F BlackRock, Inc. 2,524,511 -6.60 701,663 4.82
2025-07-29 NP EBI - Longview Advantage ETF 0 -100.00 0 -100.00
2025-05-14 13F PineBridge Investments, L.P. 0 -100.00 0 -100.00
2025-08-14 13F Peak6 Llc 0 -100.00 0
2025-08-14 13F/A Skopos Labs, Inc. 45 -41.56 13 -36.84
2025-06-26 NP TSLCX - Transamerica Small Cap Value C 4,000 -5.88 964 -28.43
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 34 -59.04 8 -66.67
2025-04-29 NP SECAX - SIIT Small Cap II Fund - Class A 651 -61.32 189 -67.42
2025-08-13 13F Edgestream Partners, L.P. 1,825 -87.09 507 -85.51
2025-08-27 NP Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A 3,002 -22.99 834 -13.58
2025-08-14 13F Fred Alger Management, Llc 46,103 -33.32 12,814 -25.18
2025-04-25 NP FSSFX - Fidelity Advisor Series Small Cap 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 112 -98.93 32 -99.11
2025-08-11 13F von Borstel & Associates, Inc. 0 -100.00 0
2025-08-14 13F Dark Forest Capital Management Lp 0 -100.00 0
2025-05-15 13F Nebula Research & Development LLC 0 -100.00 0 -100.00
2025-05-29 NP CSF - VictoryShares US Discovery Enhanced Volatility Wtd ETF 209 -37.98 52 -49.50
2025-07-24 13F IFP Advisors, Inc 157 -36.44 75 19.35
2025-07-25 NP NMSAX - Columbia Small Cap Index Fund Class A 30,685 -4.08 7,716 -16.72
2025-08-28 NP New Age Alpha Variable Funds Trust - NAA SMALL GROWTH SERIES 807 -0.12 224 12.00
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 5,473 -26.11 1,320 -43.85
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 128 -7.91 36 2.94
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 17,973 -4.34 4,334 -27.27
2025-08-29 NP EZM - WisdomTree U.S. MidCap Fund N/A 2,414 -1.23 671 10.74
2025-08-11 13F Rothschild Investment Llc 32 -5.88 9 0.00
2025-08-01 13F Bessemer Group Inc 90 -10.00 0
2025-07-28 NP SAA - ProShares Ultra SmallCap600 279 -14.68 70 -25.53
2025-07-22 NP GSC - Goldman Sachs Small Cap Core Equity ETF 8,185 -5.08 2,058 -17.58
2025-07-31 13F Quest Partners LLC 0 -100.00 0
2025-08-14 13F BI Asset Management Fondsmaeglerselskab A/S 114 -76.83 0
2025-08-08 13F KBC Group NV 528 -31.25 0
2025-08-12 13F Trexquant Investment LP 0 -100.00 0
2025-08-13 13F Russell Investments Group, Ltd. 11,412 -15.03 3,172 -4.63
2025-07-25 13F Stephens Consulting, LLC 2 -60.00 1 -100.00
2025-08-26 NP Franklin Templeton Variable Insurance Products Trust - Franklin Small Cap Value Vip Fund Class 1 30,739 -44.11 8,544 -32.51
2025-08-13 13F First Trust Advisors Lp 7,192 -72.79 1,999 -69.48
2025-08-14 13F Janus Henderson Group Plc 81,001 -36.10 22,517 -28.18
2025-08-14 13F Cibc World Markets Corp 2,156 -44.04 599 -37.21
2025-04-25 NP VVSCX - Small Cap Value Fund 0 -100.00 0 -100.00
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 22,681 -0.18 5,703 -13.33
2025-08-14 13F Legato Capital Management LLC 4,757 -15.84 1,322 -5.50
2025-08-14 13F Interval Partners, LP Call 0 -100.00 0 -100.00
2025-08-15 13F State of Tennessee, Treasury Department 5,134 -40.29 1,427 -33.02
2025-06-25 NP WWMCX - WESTWOOD QUALITY MIDCAP FUND INSTITUTIONAL SHARES 121 -2.42 29 -25.64
2025-04-29 13F Concurrent Investment Advisors, LLC 0 -100.00 0 -100.00
2025-07-16 13F BOS Asset Management, LLC 0 -100.00 0
2025-04-22 13F Putney Financial Group LLC 0 -100.00 0
2025-08-14 13F NCP Inc. 0 -100.00 0
2025-05-16 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I 0 -100.00 0 -100.00
2025-08-14 13F Mercer Global Advisors Inc /adv 1,341 -2.76 373 9.09
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 5,624 -2.29 1,414 -15.18
2025-07-14 13F UMA Financial Services, Inc. 3 -50.00 1 -100.00
2025-08-27 NP VISVX - Vanguard Small-Cap Value 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 263,691 -3.46 73,290 8.35
2025-07-08 13F Parallel Advisors, LLC 175 -18.98 49 -9.43
2025-05-30 NP EHLS - Even Herd Long Short ETF 0 -100.00 0 -100.00
2025-06-27 NP PCSGX - PACE Small/Medium Co Growth Equity Investments Class P 1,414 -60.00 341 -69.67
2025-08-13 13F Continuum Advisory, LLC 0 -100.00 0
2025-07-29 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 0 -100.00 0 -100.00
2025-08-07 13F Los Angeles Capital Management Llc 0 -100.00 0
2025-05-09 13F R Squared Ltd 0 -100.00 0 -100.00
2025-08-11 13F Martingale Asset Management L P 10,449 -0.01 2,904 12.21
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 66,115 -32.77 15,942 -48.89
2025-08-11 13F Hexagon Capital Partners LLC 0 -100.00 0
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 0 -100.00 0 -100.00
2025-08-12 13F Deutsche Bank Ag\ 12,321 -13.05 3,424 -2.42
2025-04-17 13F Precision Wealth Strategies, LLC 0 -100.00 0 -100.00
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 9,592 -7.31 2,666 4.02
2025-08-07 13F ProShare Advisors LLC 3,885 -4.43 1,080 7.26
2025-08-15 13F CI Private Wealth, LLC 876 -0.34 243 11.98
2025-08-01 13F Transcend Wealth Collective, Llc 1,034 -3.36 287 8.71
2025-06-26 NP TISEX - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 28,450 -2.43 6,860 -25.82
2025-08-28 NP MMTM - SPDR S&P 1500 Momentum 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 67 -4.29 19 5.88
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 6,400 -4.06 1,609 -16.72
2025-05-13 13F EAM Investors, LLC 0 -100.00 0 -100.00
2025-08-14 13F Promethos Capital, LLC 0 -100.00 0
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 5,889 -32.70 1,637 -24.50
2025-08-14 13F GWM Advisors LLC 100 -1.96 28 8.00
2025-07-29 13F Private Trust Co Na 15 -70.59 4 -66.67
2025-08-06 13F Cloud Capital Management, LLC 0 -100.00 0
2025-08-14 13F Vident Advisory, LLC 2,494 -28.78 693 -20.07
2025-05-12 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 -100.00 0 -100.00
2025-07-16 13F Spirepoint Private Client, Llc 845 -1.05 235 10.90
2025-05-12 13F EAM Global Investors LLC 0 -100.00 0 -100.00
2025-08-25 13F/A Neuberger Berman Group LLC 30,057 -1.13 8,354 10.96
2025-06-26 NP LAMGX - Lord Abbett Micro-Cap Growth Fund Class A 7,872 -15.15 1,898 -35.49
2025-08-28 NP SSSEX - State Street Small-Cap Equity 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 97 -1.02 27 8.33
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 594 -35.99 165 -27.95
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 1,312 -0.53 330 -13.87
2025-06-26 NP IIVAX - Transamerica Small/Mid Cap Value A 13,725 -7.26 3,309 -29.49
2025-07-28 NP QVMS - Invesco S&P SmallCap 600 QVM Multi-factor ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,721 -0.26 684 -13.42
2025-05-07 13F Bryce Point Capital, LLC 0 -100.00 0 -100.00
2025-07-18 13F Vicus Capital 0 -100.00 0
2025-08-29 NP SKSEX - AMG Managers Skyline Special Equities Fund Class N 10,312 -4.18 2,866 7.54
2025-05-30 NP FLDZ - RiverNorth Patriot ETF 0 -100.00 0 -100.00
2025-05-30 NP New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES 0 -100.00 0 -100.00
2025-08-05 13F NewSquare Capital LLC 9 -76.92 3 -77.78
2025-05-28 NP TLEQX - Small-Cap Equity Fund 567 -4.06 140 -20.90
2025-07-10 13F Global Financial Private Client, LLC 0 -100.00 0
2025-08-14 13F Mariner, LLC 9,451 -3.64 2,627 8.11
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 942 -1.26 227 -24.83
2025-05-07 13F Kapitalo Investimentos Ltda 0 -100.00 0 -100.00
2025-08-12 13F CIBC Private Wealth Group, LLC 1,027 -0.68 285 31.34
2025-07-10 13F NorthCrest Asset Manangement, LLC 4,668 -49.01 1,370 -39.61
2025-07-28 NP PSCF - Invesco S&P SmallCap Financials 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 906 -3.41 228 -16.24
2025-08-27 NP Brighthouse Funds Trust II - Loomis Sayles Small Cap Growth Portfolio Class A 12,211 -22.13 3,394 -12.62
2025-06-25 NP WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio 17,731 -17.01 4,275 -36.90
2025-08-13 13F Pictet Asset Management Holding SA 2,622 -7.64 729 3.70
2025-05-29 NP USVM - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF 0 -100.00 0 -100.00
2025-04-25 13F JNBA Financial Advisors 0 -100.00 0 -100.00
2025-06-26 NP FSLCX - Fidelity Small Cap Stock 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 22,696 -47.22 5,472 -59.87
2025-08-11 13F Citigroup Inc 16,838 -34.77 4,680 -26.80
2025-08-12 13F Nuveen, LLC 176,060 -12.49 48,934 -1.79
2025-08-13 13F Victory Capital Management Inc 4,487 -11.22 1,247 -0.32
2025-08-25 NP MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class 2,127 -9.30 591 1.90
2025-07-01 13F Private Client Services, Llc 0 -100.00 0
2025-08-26 NP NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 2,788 -5.52 775 6.03
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 294 -3.29 74 -17.05
2025-08-26 NP IAI - iShares U.S. Broker-Dealers & Securities Exchanges 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 23,218 -11.87 6,453 -1.09
2025-06-27 NP LAGWX - LORD ABBETT DEVELOPING GROWTH FUND INC Class A 55,188 -64.89 13,307 -73.31
2025-08-14 13F Peak6 Llc Put 0 -100.00 0
2025-05-15 13F Engineers Gate Manager LP 0 -100.00 0 -100.00
2025-08-04 13F Creative Financial Designs Inc /adv 11 -26.67 3 0.00
2025-08-14 13F Altshuler Shaham Ltd 0 -100.00 0
2025-08-28 NP Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 1,842 -35.82 512 -28.03
2025-08-26 NP IVSOX - Voya SmallCap Opportunities Portfolio Class I 9,743 -1.56 2,708 10.44
2025-06-18 NP REBYX - U.S. Small Cap Equity Fund Class Y 1,065 -67.46 257 -75.31
2025-08-26 NP OGGFX - JPMorgan Small Cap Growth Fund Class I 137,222 -0.92 38,139 11.20
2025-07-25 NP FNDA - Schwab Fundamental U.S. Small 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 40,656 -14.18 10,223 -25.49
2025-08-20 NP ASMOX - AQR Small Cap Momentum Style Fund Class I 919 -10.25 255 0.79
2025-08-07 13F Illinois Municipal Retirement Fund 8,429 -6.94 2,343 4.41
2025-08-25 NP QWVOX - Clearwater Small Companies Fund 191 -72.79 53 -72.82
2025-09-04 13F/A Advisor Group Holdings, Inc. 4,118 -0.51 1,142 11.41
2025-07-09 13F Harbor Capital Advisors, Inc. 6,332 -3.25 2 0.00
2025-08-13 13F Hsbc Holdings Plc 8,006 -54.40 2,246 -47.74
2025-03-28 NP SVPIX - Small-cap Value Profund Investor Class 0 -100.00 0 -100.00
2025-06-26 NP JHSC - John Hancock Multifactor Small Cap ETF 6,919 -19.27 1,668 -38.63
2025-08-07 13F Aviva Plc 1,821 -21.78 506 -12.15
2025-08-28 NP KCE - SPDR(R) S&P Capital Markets 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 30,381 -3.13 8,444 8.72
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 0 -100.00 0
2025-08-28 NP MSVIX - Mesirow Financial Small Cap Value Sustainability Fund Institutional Shares 366 -15.67 102 -5.61
2025-08-14 13F Two Sigma Investments, Lp 0 -100.00 0
2025-07-28 13F Harbour Investments, Inc. 419 -0.24 116 11.54
2025-06-25 NP FNY - First Trust Mid Cap Growth AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 0 -100.00 0 -100.00
2025-08-13 13F Loomis Sayles & Co L P 138,630 -24.93 38,531 85,522.22
2025-08-05 13F Bank of New York Mellon Corp 155,743 -0.64 43,287 11.51
2025-08-12 13F Barrow Hanley Mewhinney & Strauss Llc 0 -100.00 0
2025-07-21 13F DHJJ Financial Advisors, Ltd. 195 -1.02 54 12.50
2025-05-15 13F Moore Capital Management, Lp Put 0 -100.00 0 -100.00
2025-08-26 NP JDSCX - JPMorgan Small Cap Blend Fund Class I 30,893 -2.81 8,586 9.07
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 116 -22.15 32 -11.11
2025-08-11 13F Covestor Ltd 140 -29.65 0
2025-08-28 NP SLLAX - SIMT Small Cap Fund Class F 2,757 -46.65 766 -40.11
2025-04-18 NP AVLC - Avantis U.S. Large Cap Equity ETF 0 -100.00 0 -100.00
2025-08-15 13F United Services Automobile Association 0 -100.00 0
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 5,703 -2.65 1,585 9.31
2025-08-28 NP SSMHX - State Street Small/mid Cap Equity Index Portfolio 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 5,671 -10.99 1,576 -0.06
2025-07-08 13F Nbc Securities, Inc. 0 -100.00 0
2025-08-14 13F Man Group plc 1,666 -62.84 463 -58.29
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 966 -22.03 233 -40.82
2025-05-15 13F Cohen & Steers, Inc. 0 -100.00 0
2025-06-25 NP BKSE - BNY Mellon US Small Cap Core Equity ETF 850 -20.78 205 -40.00
2025-08-06 13F Golden State Wealth Management, LLC 0 -100.00 0 -100.00
2025-08-11 13F HighTower Advisors, LLC 2,617 -1.28 727 10.82
2025-06-26 NP FKICX - Fidelity Small Cap Stock K6 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 260 -59.06 63 -69.15
2025-08-14 13F Citadel Advisors Llc Call 1,900 -85.04 528 -83.21
2025-06-26 NP USMIX - Extended Market Index Fund 2,067 -2.59 498 -25.89
2025-07-08 13F Canandaigua National Bank & Trust Co 833 -3.36 232 8.45
2025-08-13 13F Northwestern Mutual Wealth Management Co 0 -100.00 0
2025-05-01 13F Sage Rhino Capital Llc 0 -100.00 0
2025-08-11 13F GW&K Investment Management, LLC 322,941 -0.17 90 11.25
2025-05-15 13F Parallax Volatility Advisers, L.P. 0 -100.00 0
2025-08-26 NP XJR - iShares ESG Screened S&P 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 1,289 -4.73 358 6.87
2025-08-13 13F Kennedy Capital Management, Inc. 68,976 -2.10 19,171 9.87
2025-08-13 13F ExodusPoint Capital Management, LP 0 -100.00 0
2025-07-15 13F SJS Investment Consulting Inc. 2 -50.00 1
2025-08-11 13F WPG Advisers, LLC 26 -23.53 7 -12.50
2025-07-29 NP VIOG - Vanguard S&P Small-Cap 600 Growth 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 19,410 -5.72 4,881 -18.15
2025-08-12 13F Zacks Investment Management 0 -100.00 0
2025-07-28 NP DWAS - Invesco DWA SmallCap 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 10,691 -2.58 2,688 -15.42
2025-08-27 NP NAESX - Vanguard Small-Cap 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 413,168 -1.97 114,836 10.01
2025-08-14 13F Syon Capital Llc 0 -100.00 0
2025-05-27 NP GCTIX - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional 0 -100.00 0 -100.00
2025-07-07 13F Versant Capital Management, Inc 241 -11.40 67 -1.49
2025-08-25 NP MMGEX - MassMutual Select Small Cap Growth Equity Fund Class A 7,016 -6.57 1,950 4.90
2025-08-14 13F Lord, Abbett & Co. Llc 124,839 -44.39 35 -38.18
2025-05-15 13F Parallax Volatility Advisers, L.P. Put 0 -100.00 0
2025-05-09 13F GeoWealth Management, LLC 0 -100.00 0 -100.00
2025-08-08 13F SG Americas Securities, LLC 826 -72.47 0
2025-08-14 13F Alliancebernstein L.p. 314,432 -8.20 87,393 3.02
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