AT:EQIX / Equinix, Inc. - Proprietà istituzionale - Acquirenti

Equinix, Inc.
AT ˙ WBAG ˙ US29444U7000
649,20 € ↓ -6,60 (-1,01%)
2025-07-10
PREZZO DELLE AZIONI
Proprietà istituzionale e dei fondi - Acquirenti

I principali detentori che hanno aperto nuove posizioni in Equinix, Inc. includono ELFNX - ELFUN TRUSTS Elfun Trusts, Northwood Liquid Management Lp, SSAQX - State Street U.S. Core Equity Fund, JVASX - JPMorgan Value Advantage Fund Class I, WSTRX - Ivy Science and Technology Fund Class R, Ceredex Value Advisors LLC, SAMVX - Virtus Ceredex Mid-Cap Value Equity Fund Class A, Glenmede Investment Management, LP, Jain Global LLC, Marex Group plc, Ardmore Road Asset Management LP, Sophron Capital Management L.P., Marex Group plc, Mizuho Securities Usa Llc, Landmark Investment Partners, L.p., CCAPX - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES, Landmark Investment Partners, L.p., Ivy Variable Insurance Portfolios - Ivy VIP Science and Technology Class II, SummitTX Capital, L.P., e PACIFIC SELECT FUND - Value Advantage Portfolio Class I .

Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.

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Data di deposito Fonte Investitore Tipo Prezzo medio
(Stima)		 Azioni Δ Azioni
(%)		 Valore
dichiarato
($ 1000)		 Δ Valore
(%)		 Allocazione del portafoglio
(%)
2025-08-14 13F Tudor Investment Corp Et Al Call 2.100 50,00 1.670 46,36
2025-08-14 13F Tudor Investment Corp Et Al Put 800 33,33 636 30,06
2025-08-26 NP Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 1.289 2.048,33 1.025 2.035,42
2025-08-08 13F Cetera Investment Advisers 11.294 18,93 8.984 16,04
2025-08-22 NP RRRAX - DWS RREEF Real Estate Securities Fund Class A 83.026 0,43 66.045 -2,02
2025-06-26 NP ACVF - American Conservative Values ETF 332 1,84 286 -4,04
2025-08-14 13F Tudor Investment Corp Et Al 51.068 314,24 40.623 304,17
2025-08-29 NP DIVGX - Guardian Dividend Growth Fund Class I 1.473 32,11 1.172 28,82
2025-08-14 13F Land & Buildings Investment Management, LLC 35.582 21,47 28.304 18,51
2025-08-11 13F Brown Brothers Harriman & Co 384 14,29 305 11,72
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 1.201 5,72 1.034 -0,39
2025-08-26 NP EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB 26.770 89,89 21.295 60,20
2025-07-29 NP JARIX - James Alpha Global Real Estate Investments Fund Class I 17.929 4.532,82 15.936 4.452,86
2025-06-26 NP DFAR - Dimensional US Real Estate ETF 95.699 1,68 82.373 -4,21
2025-08-29 NP SOAVX - Spirit Of America Large Cap Value Fund Class A 1.600 3,23 1.273 0,71
2025-08-07 13F Future Fund LLC 2.092 31,90 1.664 28,69
2025-07-29 13F Nordea Investment Management Ab 450.693 44,67 352.212 39,68
2025-07-23 13F Gagnon Advisors, LLC 10.715 37,76 8.523 34,41
2025-06-26 NP TBLRX - Transamerica Balanced II R 187 523,33 161 492,59
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND IV - Real Estate Portfolio Initial Class 35.500 2,01 28.239 -0,48
2025-08-14 13F Wetherby Asset Management Inc 2.654 2,19 2.111 -13,77
2025-08-27 NP RYFIX - Financial Services Fund Investor Class 333 1,52 265 -1,12
2025-08-14 13F Winton Capital Group Ltd 456 363
2025-08-14 13F Catalyst Financial Partners Llc 507 2,42 403 0,00
2025-08-13 13F Virtue Capital Management, LLC 278 221
2025-08-04 13F Presima Inc. 52.112 14,89 41.454 12,08
2025-08-15 13F Tower Research Capital LLC (TRC) 4.658 13,86 3.705 12,07
2025-08-28 NP BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 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 1.453 730,29 1.156 645,16
2025-08-27 NP VIGRX - Vanguard Growth 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 1.052.640 0,33 837.344 -2,12
2025-08-14 13F Fieldview Capital Management, LLC 352 280
2025-08-22 NP MIMPX - Global Strategist Portfolio Class I 50 2,04 40 0,00
2025-06-24 NP HELO - JPMorgan Hedged Equity Laddered Overlay ETF 13.268 642,47 11.420 599,75
2025-08-01 13F Jennison Associates Llc 37.650 3.624,04 29.949 3.534,59
2025-07-29 NP SEIAX - SIIT Multi-Asset Real Return Fund - Class A 1.451 5,37 1.290 3,53
2025-08-12 13F SRS Capital Advisors, Inc. 184 78,64 146 75,90
2025-08-27 NP OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 3.418 528,31 2.719 513,54
2025-07-16 13F MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 3.570 20,16 2.840 17,22
2025-06-30 NP VRTPX - Vanguard Real Estate II Index Fund This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 623.327 1,82 536.529 -4,08
2025-07-08 13F Quintet Private Bank (Europe) S.A. 3 2
2025-06-25 NP ILCV - iShares Morningstar Large-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 1.608 0,19 1.384 -5,59
2025-08-12 13F Manchester Capital Management LLC 92 95,74 73 92,11
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 241 17,56 192 14,37
2025-07-29 NP VOOG - Vanguard S&P 500 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 28.798 3,39 25.596 1,58
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 8.503 4,23 6.764 1,68
2025-08-14 13F GEM Realty Capital 81.072 71,63 64.490 67,45
2025-06-26 NP CRTVX - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 421 5,51 362 -0,55
2025-08-14 13F DRW Securities, LLC 1.398 1.112
2025-06-26 NP TCAAX - Thrivent Moderately Conservative Allocation Fund Class A 47 34,29 40 29,03
2025-08-08 13F Forsta Ap-fonden 35.600 28,99 28.319 25,84
2025-07-21 13F Stock Yards Bank & Trust Co 14.846 0,94 11.810 -1,53
2025-08-27 NP VTMFX - Vanguard Tax-Managed Balanced 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 9.839 1,52 7.827 -0,96
2025-07-24 NP BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core 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 37.227 75,73 33.088 87,20
2025-08-07 13F Parkside Financial Bank & Trust 447 18,88 356 16,01
2025-06-17 NP GRASX - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares 32.575 9,66 28.039 3,30
2025-08-14 13F Point72 Asset Management, L.P. 5.421 4.312
2025-05-22 NP HDUS - Hartford Disciplined US Equity ETF 289 32,57 236 43,29
2025-08-25 NP LRGG - Macquarie Focused Large Growth ETF 12.681 457,90 10.087 444,36
2025-07-29 NP SCAUX - Invesco Low Volatility Equity Yield Fund Class A 276 14,05 245 12,39
2025-07-09 13F Massmutual Trust Co Fsb/adv 836 1,95 665 -0,45
2025-05-22 NP HQGO - Hartford US Quality Growth ETF 83 68
2025-08-08 13F Candriam Luxembourg S.C.A. 42.969 45,43 34.182 41,89
2025-08-29 NP VOTE - Engine No. 1 Transform 500 ETF 1.492 3,54 1.171 -5,56
2025-06-18 NP RGEAX - Global Equity Fund Class A 4.001 26,37 3.444 19,05
2025-08-26 NP SPFFX - Sphere 500 Climate Fund 80 21,21 64 18,87
2025-08-12 13F Aviso Financial Inc. 3.872 40,70 3.080 37,32
2025-08-14 13F Syon Capital Llc 732 17,31 582 14,57
2025-08-01 13F New York Life Investment Management Llc 14.632 1,79 11.639 -0,69
2025-08-08 13F Davis Selected Advisers 15.663 1,89 12.459 -0,60
2025-07-28 NP LBAY - Leatherback Long/Short Alternative Yield ETF Short -513 -5,52 -456 -7,33
2025-08-13 13F GeoWealth Management, LLC 5.089 0,10 4.048 -2,34
2025-08-13 13F Ardmore Road Asset Management LP 8.647 6.878
2025-05-22 NP VMAX - Hartford US Value ETF 448 61,15 365 39,31
2025-07-15 13F Public Employees Retirement System Of Ohio 179.481 1,50 142.772 -0,97
2025-06-25 NP FREL - Fidelity MSCI Real Estate Index ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 70.128 5,91 60.363 -0,23
2025-07-11 13F Diversified Trust Co 4.379 416,39 3.483 404,05
2025-08-07 13F Meeder Advisory Services, Inc. 2.077 0,83 1.652 -1,61
2025-07-29 NP SPRE - SP Funds S&P Global REIT Sharia ETF 20.895 2,81 18.572 1,01
2025-07-22 13F UniSuper Management Pty Ltd 59.895 15,80 47.645 12,98
2025-07-16 13F Kathmere Capital Management, LLC 275 219
2025-07-29 NP LCIAX - Siit Large Cap Index Fund - Class A 3.313 8,16 2.945 6,28
2025-08-26 NP QCSCRX - Social Choice Account Class R1 86.919 2,71 69.141 0,20
2025-06-18 NP NMFAX - Nationwide Dynamic U.S. Growth Fund Class A 2.472 5,69 2.128 -0,47
2025-08-04 13F Flagship Harbor Advisors, Llc 352 0,28 280 -2,45
2025-08-08 13F Gts Securities Llc 892 32,34 710 29,14
2025-08-14 13F Federation des caisses Desjardins du Quebec 10.235 133,20 8.142 127,53
2025-07-30 13F Drive Wealth Management, Llc 461 7,46 367 4,87
2025-06-26 NP FESIX - Fidelity SAI Real Estate Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11.498 59,96 9.897 50,69
2025-08-01 13F Rossby Financial, LCC 8 6
2025-08-14 13F Bragg Financial Advisors, Inc 6.701 9,87 5.331 7,20
2025-07-25 13F Sequoia Financial Advisors, LLC 2.132 5,75 1.696 3,16
2025-06-25 NP LEGAX - Columbia Large Cap Growth Fund Class A 71.354 5,52 61.418 -0,59
2025-08-11 13F Western Wealth Management, LLC 1.562 70,34 1.242 66,04
2025-08-28 NP SPLG - SPDR(R) Portfolio Large Cap 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 135.318 12,58 107.641 9,83
2025-06-24 NP ESGG - FlexShares STOXX Global ESG Impact 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 152 131
2025-08-20 NP QMHIX - AQR Managed Futures Strategy HV Fund Class I 1.631 -295,10 1.297 -290,46
2025-08-11 13F Banque Cantonale Vaudoise 5.812 2,31 5 0,00
2025-08-13 13F Ecofi Investissements Sa 1.100 1.000,00 172 147,83
2025-07-25 NP PRDAX - Diversified Real Asset Fund Class A 40.025 0,17 35.575 -1,58
2025-08-13 13F Avestar Capital, LLC 1.242 39,08 988 35,58
2025-08-25 NP RBLD - First Trust Global Engineering and Construction 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 159 12,77 126 10,53
2025-08-15 13F Great West Life Assurance Co /can/ 262.374 9,07 209 6,12
2025-08-22 NP MBAAX - Global Strategist Portfolio Class A Shares 345 4,23 274 1,86
2025-07-17 13F Independence Bank of Kentucky 859 5,66 683 3,17
2025-08-06 13F Agf Management Ltd 48.248 34,65 38.380 31,36
2025-07-22 13F Gsa Capital Partners Llp 1.772 162,52 1
2025-08-13 13F StoneX Group Inc. 409 51,48 326 48,40
2025-08-28 NP INDEX - S&P 500(R) Equal Weight No Load Shares 248 2,48 197 0,00
2025-06-26 NP FHOFX - Fidelity Series Large 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 347 27,11 299 19,68
2025-07-17 13F Greenleaf Trust 1.711 5,29 1.361 2,79
2025-08-25 NP DTRE - First Trust FTSE EPRA/NAREIT Developed Markets Real Estate Index Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.228 20,27 977 17,31
2025-08-13 13F Natixis Advisors, L.p. 51.752 13,80 41 10,81
2025-08-11 13F Aptus Capital Advisors, LLC 961 5,49 765 2,83
2025-08-13 13F Arrowstreet Capital, Limited Partnership 169.963 85,44 135.200 80,92
2025-07-31 13F Prudent Man Advisors, LLC 2.473 10,20 1.967 7,55
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 679 0,44 604 -1,31
2025-08-05 13F State Of Michigan Retirement System 26.617 0,76 21.173 -1,70
2025-08-12 13F Meridian Wealth Advisors, LLC 424 0,24 337 -2,32
2025-05-05 13F Lindbrook Capital, Llc 573 3,80 467 -10,19
2025-07-25 13F Stephens Consulting, LLC 2 2
2025-08-27 NP VQNPX - Vanguard Growth and Income 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 5.400 5.300,00 4.296 5.202,47
2025-08-27 NP WSTRX - Ivy Science and Technology Fund Class R 36.743 29.228
2025-07-29 13F Chicago Partners Investment Group LLC 355 33,96 283 22,08
2025-07-16 13F Falcon Wealth Planning 463 1,98 368 -0,54
2025-08-04 13F Savvy Advisors, Inc. 415 330
2025-06-18 NP NWFAX - Nationwide Fund Class A 11.070 11,60 9.529 5,14
2025-08-13 13F NEOS Investment Management LLC 11.581 44,28 9.212 40,77
2025-04-01 NP XYLE - Global X S&P 500 ESG Covered Call ETF 8 60,00 7 75,00
2025-07-24 13F Moseley Investment Management Inc 530 0,19 422 -2,32
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 90.457 0,74 71.956 -1,72
2025-08-06 13F Golden State Wealth Management, LLC 47 1.466,67 37 1.750,00
2025-06-27 NP AFDIX - Sustainable Equity 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 49.597 4,73 42.691 -1,34
2025-07-09 13F Pines Wealth Management, LLC 359 283
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 180.482 1,56 160.416 -0,21
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 340 8.400,00 270 8.900,00
2025-08-13 13F Scotia Capital Inc. 322 8,78 256 6,22
2025-08-14 13F Boothbay Fund Management, Llc 31.911 16,15 25.384 13,32
2025-06-27 NP AACRX - Strategic Allocation: Conservative Fund R 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 394 164,43 339 164,84
2025-07-23 13F Maryland State Retirement & Pension System 4.750 5,39 3.778 2,83
2025-08-14 13F Potomac Fund Management Inc /adv 1.393 2,88 1.066 1,91
2025-08-27 NP JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 1.099 80,76 874 76,57
2025-08-13 13F Brant Point Investment Management Llc Put 60 4.773
2025-08-27 NP HDCAX - Rational Equity Armor Fund Class A Shares 521 11,09 414 8,38
2025-05-30 NP TVAL - T. Rowe Price Value ETF 574 195,88 468 157,14
2025-08-08 13F Tobam 103 5.050,00 0
2025-07-17 13F Catalytic Wealth RIA, LLC 3.552 164,09 2.826 157,76
2025-07-31 13F Sumitomo Mitsui Trust Holdings, Inc. 537.053 5,50 427.210 2,92
2025-08-05 13F Marion Wealth Management 1.237 1,89 984 -0,51
2025-08-08 13F Mv Capital Management, Inc. 78 1,30 62 0,00
2025-08-26 NP INGIX - Voya U.S. Stock Index Portfolio Class I 7.943 5,77 6.318 3,18
2025-08-14 13F Brevan Howard Capital Management LP 1.161 50,58 924 46,97
2025-08-29 NP DLN - WisdomTree U.S. LargeCap Dividend Fund N/A 12.604 2,86 10.026 0,35
2025-08-14 13F Goldman Sachs Group Inc 905.985 12,76 720.684 10,01
2025-08-14 13F Lazard Asset Management Llc 4.707 69,01 4 50,00
2025-08-20 NP NEEGX - Needham Growth Fund Retail Class 2.300 12,20 1.830 9,46
2025-08-26 NP Ivy Variable Insurance Portfolios - Ivy VIP Science and Technology Class II 4.242 3.374
2025-08-14 13F Atomi Financial Group, Inc. 4.560 1,49 3.628 -0,98
2025-08-14 13F Norinchukin Bank, The 9.430 3,07 7.501 0,56
2025-06-30 NP QDPL - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 1.531 19,33 1.318 12,37
2025-07-10 13F Atticus Wealth Management, Llc 37 29
2025-08-28 NP SPYX - SPDR S&P 500 Fossil Fuel Reserves Free 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 4.201 0,65 3.342 -1,82
2025-06-30 NP INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 534 18,14 460 11,41
2025-06-24 NP Neuberger Berman Real Estate Securities Income Fund Inc 7.797 137,14 6.711 123,40
2025-04-01 NP CCAPX - CHIRON CAPITAL ALLOCATION FUND CLASS I SHARES 5.356 4.894
2025-08-07 13F Meeder Asset Management Inc 80 142,42 64 142,31
2025-08-14 13F Erste Asset Management GmbH 66.618 64,04 51.888 56,43
2025-08-08 13F Intech Investment Management Llc 29.124 841,31 23.167 818,60
2025-07-29 13F Regions Financial Corp 484 1,68 385 -0,77
2025-08-14 13F Investment Management Corp of Ontario 13.331 386,36 10.604 374,66
2025-08-11 13F HighTower Advisors, LLC 23.544 5,88 18.728 3,29
2025-08-14 13F Haven Capital Group, Inc. 640 509
2025-06-27 NP RSPR - Invesco S&P 500 (R) Equal Weight Real Estate 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 4.237 8,47 3.647 2,19
2025-08-21 NP MXREX - Great-West Real Estate Index Fund Investor Class 96.941 12,75 77.114 10,00
2025-08-28 NP QCSTRX - Stock Account Class R1 60.806 1,90 48.369 -0,58
2025-05-01 13F Quest 10 Wealth Builders, Inc. 1 0
2025-08-08 13F Alberta Investment Management Corp 900 716
2025-08-27 NP BBVLX - Bridge Builder Large Cap Value Fund 4.220 1,61 3.357 -0,89
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 9.765 1.538,42 8.405 1.445,04
2025-08-06 13F Ing Groep Nv 12.871 3,56 10.238 1,04
2025-08-29 NP JHISX - Janus Henderson Global Sustainable Equity Portfolio Institutional Shares 275 59,88 219 55,71
2025-08-28 NP PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund 54.226 5,26 43.135 2,70
2025-08-25 NP MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 3.105 1,54 2.470 -0,96
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 3.741 30,71 2.973 29,37
2025-03-07 NP GQLVX - Quantitative U.S. Large Cap Value Equity Portfolio 21 75,00 19 90,00
2025-08-26 NP FTHI - First Trust BuyWrite Income 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 2.424 5,16 1.928 2,61
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 1.763 276,71 1.402 296,05
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 46.287 0,97 39.842 -4,88
2025-06-24 NP NLSAX - Neuberger Berman Long Short Fund Class A 80.999 5,23 69.720 -0,86
2025-08-13 13F Bare Financial Services, Inc 9 800,00 7
2025-06-30 NP DAREX - Dunham Real Estate Stock Fund Class A 4.041 14,96 3.478 8,32
2025-08-14 13F Toroso Investments, LLC 29.379 6,52 23.370 3,92
2025-08-05 13F Prosperity Consulting Group, LLC 325 2,52 259 0,00
2025-07-29 NP CDGRX - Copeland Risk Managed Dividend Growth Fund Class A shares 487 5,64 433 3,60
2025-08-26 NP FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Multi Income Allocation Portfolio Class I 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 142 5,97 113 2,75
2025-07-29 13F Calamos Wealth Management LLC 1.163 925
2025-08-06 13F Atlantic Union Bankshares Corp 33 26
2025-07-08 13F Parallel Advisors, LLC 892 23,72 710 20,58
2025-07-24 NP Horizon Funds - HORIZON EXPEDITION PLUS ETF 103 145,24 92 145,95
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 23.247 2,57 20.662 0,78
2025-08-01 13F Banco Santander, S.A. 2.871 39,10 2.284 35,73
2025-08-14 13F Aqr Capital Management Llc 144.136 48,67 112.663 45,19
2025-07-25 NP CRAAX - Columbia Adaptive Risk Allocation Fund Class A 12.880 30,36 11.448 28,10
2025-07-28 13F Alpine Woods Capital Investors, Llc 10.233 19,20 8.140 16,30
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial 13.061 247,55 10.390 239,07
2025-07-29 13F Accretive Wealth Partners, LLC 2.066 1,52 1.643 -7,75
2025-07-31 13F MQS Management LLC 536 426
2025-08-14 13F Farringdon Capital, Ltd. 920 219,44 732 212,39
2025-07-25 NP MGLAX - MFS Global Real Estate Fund A 141.753 0,54 125.993 -1,22
2025-07-28 13F Ritholtz Wealth Management 843 17,74 671 14,92
2025-06-26 NP BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K 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 28 24
2025-08-14 13F Bamco Inc /ny/ 192.418 38,14 153.063 34,78
2025-07-24 NP BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value 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 8.303 75,65 7.380 87,09
2025-08-12 13F Evelyn Partners Investment Management LLP 1.479 80,37 640 -2,44
2025-08-20 NP NEAGX - Needham Aggressive Growth Fund Retail Class 6.000 6,19 4.773 3,60
2025-08-11 13F CBIZ Investment Advisory Services, LLC 46 100,00 37 100,00
2025-07-28 13F Allianz Asset Management GmbH Put 8.100 5,19 6.443 2,63
2025-07-28 13F Allianz Asset Management GmbH Call 6.200 14,81 4.932 12,02
2025-07-29 13F Chevy Chase Trust Holdings, Inc. 51.667 1,22 41.100 -1,25
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 168 12,75 134 9,92
2025-07-28 13F Allianz Asset Management GmbH 144.598 3,65 115.023 1,12
2025-08-14 13F Qube Research & Technologies Ltd 370.569 9,48 294.777 6,81
2025-07-25 NP DIFAX - MFS Diversified Income Fund A 23.194 8,04 20.615 6,15
2025-06-26 NP FPRO - Fidelity Real Estate Investment ETF 1.392 4,43 1.198 -1,56
2025-08-22 NP Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central 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 57.800 2,30 45.978 -0,19
2025-06-30 NP RSP - Invesco S&P 500 Equal Weight 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 164.537 5,80 141.625 -0,33
2025-08-01 13F Bank of Jackson Hole Trust 34 70,00 27 50,00
2025-08-01 13F Howard Capital Management Inc. 649 28,51 516 25,55
2025-08-13 13F Lido Advisors, LLC 9.839 140,50 7.827 134,62
2025-08-22 NP Columbia Funds Variable Series Trust II - CTIVP - CenterSquare Real Estate Fund Class 1 13.780 2,30 10.962 -0,19
2025-07-15 13F Norden Group Llc 279 222
2025-08-14 13F Jane Street Group, Llc Call 31.200 225,00 24.819 217,08
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 55.735 0,66 49.538 -1,10
2025-08-12 13F APG Asset Management N.V. 64.982 5,03 44.036 -5,70
2025-07-31 13F First Business Financial Services, Inc. 3.278 10,59 2.608 7,91
2025-08-28 NP NZAC - SPDR MSCI ACWI Low Carbon Target 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 1.544 3,49 1.228 0,99
2025-08-14 13F Treasurer of the State of North Carolina 45.650 3,46 36 2,86
2025-07-14 13F Abound Wealth Management 11 22,22 9 14,29
2025-07-14 13F UMA Financial Services, Inc. 9 50,00 7 75,00
2025-08-29 NP JIDVX - Janus Henderson U.S. Dividend Income Fund Class I 568 6,97 452 4,40
2025-08-12 13F Jpmorgan Chase & Co 2.285.988 43,72 1.818.435 40,22
2025-07-15 13F Graypoint LLC 996 18,29 792 15,45
2025-07-16 13F American National Bank 107 114,00 85 112,50
2025-08-12 13F Jpmorgan Chase & Co Call 400 318
2025-08-27 NP JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A) 3.753 250,75 2.985 242,32
2025-06-30 NP NSFJX - Natixis Sustainable Future 2045 Fund Class N 11 10,00 9 0,00
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2 1.933 1.023,84 1.538 997,86
2025-08-29 NP RAFE - PIMCO RAFI ESG U.S. ETF 196 6,52 156 3,33
2025-06-27 NP TWBIX - Balanced 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 6.394 2,95 5.504 -3,01
2025-08-14 13F Sora Investors Llc 28.573 20,50 22.729 17,56
2025-07-17 13F HB Wealth Management, LLC 2.250 13,01 1.790 10,23
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 139.889 9,67 124.336 7,76
2025-08-26 NP GPIX - Goldman Sachs S&P 500 Core Premium Income ETF 1.941 73,92 1.544 69,86
2025-08-04 13F Great Lakes Retirement, Inc. 1.096 3,49 872 1,04
2025-08-05 13F Welch & Forbes Llc 20.470 6,98 16.283 4,37
2025-08-22 NP FELV - Fidelity Enhanced Large Cap Value ETF 17.846 12,21 14.196 9,47
2025-07-30 13F IMG Wealth Management, Inc. 5 4
2025-08-26 NP IYR - iShares U.S. Real Estate 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 195.071 5,38 155.173 2,81
2025-08-12 13F Handelsbanken Fonder AB 45.534 4,55 36 2,86
2025-08-08 13F National Pension Service 294.107 10,72 233.953 8,02
2025-08-26 NP JVASX - JPMorgan Value Advantage Fund Class I 38.400 30.546
2025-08-12 13F Clal Insurance Enterprises Holdings Ltd 35 0
2025-08-13 13F ESG Planning 1.680 2,94 1.337 0,45
2025-08-12 13F Prudential Plc 28.906 2,85 22.994 0,34
2025-07-25 NP SCHG - Schwab U.S. Large-Cap Growth 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 149.915 7,93 133.247 6,04
2025-08-19 13F Marex Group plc Put 7.200 5.727
2025-08-19 13F Marex Group plc 10.624 8.451
2025-07-28 NP UPRO - ProShares UltraPro S&P500 4.888 13,12 4.345 11,16
2025-08-13 13F PineBridge Investments, L.P. 25.426 2,84 20.226 0,33
2025-08-26 NP JHQAX - JPMorgan Hedged Equity Fund Class A 87.952 253,21 69.963 244,59
2025-08-26 NP RPBAX - T. Rowe Price Balanced Fund, Inc. 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 2.050 10,81 1.631 8,09
2025-08-25 NP HDGE - AdvisorShares Ranger Equity Bear ETF 0 -100,00 0 -100,00
2025-06-27 NP RNTY - YieldMax(TM) Target 12(TM) Real Estate Option Income ETF 128 110
2025-06-26 NP AABFX - Thrivent Balanced Income Plus Fund Class A 258 32,99 222 25,42
2025-07-15 13F Bfsg, Llc 28 27,27 22 29,41
2025-08-13 13F Amundi 1.094.868 2,52 871.609 1,75
2025-07-30 13F Ethic Inc. 9.529 5,48 7.482 1,37
2025-08-12 13F OneAscent Financial Services LLC 373 8,12 0
2025-08-26 NP XVV - iShares ESG Screened S&P 500 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 848 24,89 675 21,88
2025-07-28 NP SSO - ProShares Ultra S&P500 8.800 0,34 7.822 -1,41
2025-07-29 13F Quotient Wealth Partners, LLC 325 23,57 259 20,56
2025-08-06 13F Cetera Trust Company, N.A 380 2,70 302 0,33
2025-08-06 13F Savant Capital, LLC 2.258 100,00 1.796 95,22
2025-04-28 NP CWGIX - CAPITAL WORLD GROWTH & INCOME FUND Class A This fund is a listed as child fund of Capital World Investors 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 79.126 260,80 71.579 232,55
2025-07-21 13F Quent Capital, LLC 286 4,76 228 2,25
2025-07-24 13F Strong Tower Advisory Services 758 0,13 603 6,54
2025-08-26 NP JDVSX - JPMorgan Diversified Fund Class I 100 51,52 80 68,09
2025-08-08 13F SG Americas Securities, LLC 2.932 12,08 2 0,00
2025-08-28 NP SPGM - SPDR(R) Portfolio MSCI Global Stock Market ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 527 3,54 419 0,96
2025-06-25 NP DPREX - Delaware Global Listed Real Assets Fund CLASS A 2.249 9,87 1.936 3,48
2025-07-30 13F Parcion Private Wealth LLC 7.054 3,29 5.611 0,77
2025-08-14 13F Sophron Capital Management L.P. 8.599 6.840
2025-07-24 NP PABU - iShares Paris-Aligned Climate MSCI USA 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 51.832 10,74 46.069 8,80
2025-08-14 13F Graham Capital Management, L.P. 1.470 162,03 1.169 155,80
2025-08-26 NP Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 2.769 94,73 2.203 89,99
2025-08-08 13F Atlantic Trust, LLC 9 7
2025-07-29 NP VRNIX - Vanguard Russell 1000 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 14.858 6,31 13.206 4,46
2025-07-29 NP PBUS - Invesco PureBeta MSCI USA 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 13.284 20,20 11.807 18,11
2025-08-14 13F Xponance, Inc. 14.819 1,47 11.788 -1,01
2025-08-26 NP IUSG - iShares Core S&P U.S. 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 36.371 3,06 28.932 0,55
2025-07-28 NP SPXE - S&P 500 ex-Energy ETF 128 0,79 114 -0,88
2025-08-14 13F Tenere Capital LLC 20.200 16.068
2025-07-16 13F Perigon Wealth Management, LLC 1.120 2,75 891 0,23
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 61 48
2025-08-22 NP FCLD - Fidelity Cloud Computing ETF 4.247 7,57 3.378 4,94
2025-08-27 NP OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio 2.326 285,74 1.850 276,78
2025-07-16 13F Dakota Wealth Management 6.580 0,72 5.234 -1,73
2025-08-12 13F Warberg Asset Management LLC Put 3.000 2.386
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 151.101 101,13 134.302 97,61
2025-08-11 13F GW&K Investment Management, LLC 67 15,52 0
2025-08-14 13F Tensile Capital Management LP 27.892 7,72 22 4,76
2025-07-22 13F Confluence Wealth Services, Inc. 1.041 827
2025-06-25 NP USRT - iShares Core U.S. REIT ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 243.842 5,40 209.887 -0,70
2025-08-14 13F Summit Trail Advisors, Llc 1.112 44,42 885 40,76
2025-08-13 13F Bridgewater Associates, LP 63.346 5.126,57 50.390 5.000,10
2025-08-05 13F American Capital Advisory, LLC 31 3,33 25 0,00
2025-07-09 13F StrongBox Wealth, LLC 1.654 1,47 1.316 -1,05
2025-08-14 13F Polymer Capital Management (US) LLC 328 261
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 7.298 3,56 6.487 1,76
2025-07-23 13F Roundview Capital LLC 811 2,14 645 -0,31
2025-08-08 13F Oak Thistle LLC 1.679 1.336
2025-08-29 NP CHGX - Stance Sustainable Beta ETF 1.468 1.168
2025-08-14 13F Inspire Trust Co, N.a. 2.500 19,05 1.989 16,12
2025-08-29 NP JESSX - Janus Henderson Global Sustainable Equity Fund Class S 674 38,11 536 35,01
2025-08-13 13F Bank Of Nova Scotia 12.365 13,51 9.836 10,74
2025-07-22 13F Three Bridge Wealth Advisors, LLC 289 230
2025-08-04 13F Arkadios Wealth Advisors 429 39,74 342 36,40
2025-06-24 NP SWPPX - Schwab S&P 500 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 215.649 1,77 185.620 -4,12
2025-08-29 NP WTRE - WisdomTree Global ex-U.S. Real Estate Fund N/A 1.173 26,67 933 23,58
2025-07-18 13F La Banque Postale Asset Management SA 61.340 29,10 48.794 25,96
2025-08-25 NP QWVPX - Clearwater Core Equity Fund 1.416 7,60 1.126 4,94
2025-07-24 NP EGUS - iShares ESG Aware MSCI USA Growth ETF 240 172,73 213 169,62
2025-08-08 13F IMA Wealth, Inc. 1.329 5.678,26 1.057 5.772,22
2025-08-07 13F Campbell & CO Investment Adviser LLC 384 21,14 305 18,22
2025-08-13 13F Capital Fund Management S.a. 34.814 187,86 27.693 180,86
2025-08-14 13F Toroso Investments, LLC Call 1 0
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y 5.027 42,93 3.999 39,45
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Proequities, Inc. 0 0
2025-07-17 13F CWA Asset Management Group, LLC 405 1,50 322 -0,92
2025-04-16 NP CLSE - Convergence Long/Short Equity ETF 0 -100,00 0 -100,00
2025-08-13 13F Brown Advisory Inc 1.074 2,78 854 0,23
2025-06-26 NP FSPGX - Fidelity Large Cap Growth Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6.177 8,29 5.317 2,01
2025-08-13 13F Groupe la Francaise 5.268 40,03 4.174 34,44
2025-08-20 NP QHFRX - AQR MS Fusion HV Fund Class R6 21 17
2025-03-25 NP FEX - First Trust Large 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 2.399 88,30 2.192 89,53
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 2.301 2,63 1.830 0,11
2025-06-27 NP TWSMX - Strategic Allocation: Moderate 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 1.281 135,48 1.103 135,47
2025-06-26 NP FRESX - Fidelity Real Estate Investment Portfolio 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 300.400 8,64 258.569 2,35
2025-07-15 13F Beacon Investment Advisory Services, Inc. 7.067 10,58 5.622 7,87
2025-07-24 13F Stiles Financial Services Inc 510 5,15 405 2,79
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 237 7,73 189 5,03
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 62.909 5,18 54.149 -0,91
2025-06-26 NP DFGR - Dimensional Global Real Estate ETF 130.130 6,91 112.009 0,72
2025-08-26 NP JHDRX - JPMorgan Hedged Equity 2 Fund Class R6 22.906 236,31 18.221 228,13
2025-08-28 NP WFIVX - Wilshire 5000 Index Fund Investment Class 466 0,43 371 -2,12
2025-08-14 13F Quarry LP 321 744,74 255 750,00
2025-08-28 NP LGLV - SPDR SSGA US Large Cap Low Volatility Index 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 11.336 5,73 9.017 3,15
2025-06-26 NP SEEKX - Steward Large Cap Enhanced Index Fund Class A 811 1,00 698 -4,77
2025-07-25 13F Johnson Investment Counsel Inc 3.035 2,40 2.414 -0,08
2025-08-13 13F Healthcare Of Ontario Pension Plan Trust Fund 400.128 83,41 318.290 78,94
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 7.422 192,09 5.904 185,03
2025-08-07 13F Kempen Capital Management N.v. 40.434 37,57 32.164 34,22
2025-07-09 13F Sarasin & Partners LLP 10.677 0,16 8.493 -2,28
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 6.321 12,90 5 25,00
2025-08-18 13F Front Row Advisors LLC 3.667 2,34 2.917 -0,17
2025-07-24 NP NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 4 4
2025-07-08 13F Rise Advisors, LLC 57 3,64 45 -2,22
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 551 10,87 438 8,15
2025-06-24 NP FREEX - Franklin Real Estate Securities Fund Class A 21.232 0,66 18.275 -5,16
2025-08-20 NP QMFNX - AQR MS Fusion Fund Class N 19 15
2025-07-28 NP SPXV - S&P 500 ex-Health Care ETF 63 8,62 56 5,77
2025-08-28 NP Amplify ETF Trust - Amplify CWP Growth & Income ETF 597 4,55 475 1,94
2025-07-24 13F Callan Family Office, LLC 3.496 388,27 2.781 376,84
2025-08-06 13F Cornercap Investment Counsel Inc 404 321
2025-08-06 13F Sustainable Insight Capital Management, LLC 631 11,88 502 9,15
2025-08-26 NP TSPA - T. Rowe Price U.S. Equity Research ETF 5.437 12,78 4.325 10,03
2025-08-07 13F Acadian Asset Management Llc 86.680 999,58 69 1.033,33
2025-08-27 NP Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio 12.092 69,62 9.619 43,10
2025-07-31 13F Pacitti Group Inc. 399 5,84 317 3,26
2025-08-26 NP DELAWARE VIP TRUST - Delaware VIP Growth Equity Series Standard 3.261 43,97 2.594 40,52
2025-08-26 NP EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB 2.883 2.293
2025-08-12 13F Country Trust Bank 50.747 15,40 40.368 12,59
2025-08-12 13F Centersquare Investment Management Llc 898.861 1,45 715.017 -1,02
2025-08-28 NP SPYV - SPDR(R) Portfolio S&P 500 Value 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 55.933 2,66 44.493 0,16
2025-06-27 NP HAPI - Harbor Corporate Culture ETF 2.235 16,41 1.924 9,64
2025-08-14 13F FIL Ltd 221.210 578,77 175.966 562,22
2025-08-14 13F Rafferty Asset Management, LLC 12.403 16,86 9.866 14,01
2025-07-09 13F Czech National Bank 23.910 6,96 19.020 4,35
2025-07-30 13F Cookson Peirce & Co Inc 989 787
2025-08-14 13F Sargent Investment Group, LLC 847 61,03 655 52,80
2025-06-23 NP LVPIX - Large-cap Value Profund Investor Class 284 1.252,38 244 1.184,21
2025-08-29 NP EPS - WisdomTree U.S. LargeCap Fund N/A 699 1,45 556 -0,89
2025-06-30 NP VAGVX - Vanguard Advice Select Global Value Fund Admiral Shares 23.535 8,25 20.258 1,98
2025-07-28 13F Naviter Wealth, LLC 6.906 23,23 5.494 22,07
2025-08-18 13F/A National Bank Of Canada /fi/ Put 231 18.375
2025-03-31 NP DAACX - Diversified Equity Fund 524 3,35 479 3,91
2025-06-27 NP YOKE - Yoke Core ETF 95 82
2025-07-11 13F Weatherly Asset Management L. P. 5.077 0,63 4.039 -1,82
2025-07-25 NP BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity 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 3.162 180,82 2.810 227,12
2025-06-27 NP DUBS - Aptus Large Cap Enhanced Yield ETF 408 3,29 351 -2,50
2025-08-26 NP IVE - iShares S&P 500 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 82.627 2,80 65.727 0,30
2025-07-29 13F Stratos Wealth Partners, LTD. 4.895 8,49 3.894 5,82
2025-07-10 13F Wedmont Private Capital 1.000 1,21 765 -0,39
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 566 3,28 450 0,90
2025-08-07 13F Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 256.414 6,94 203.970 4,33
2025-08-13 13F Cary Street Partner Investment Advisory Llc 491 8,15 391 5,41
2025-08-14 13F Kovitz Investment Group Partners, LLC 2.673 5,11 2.126 2,56
2025-06-24 NP SNXFX - Schwab 1000 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 31.734 1,00 27.315 -4,85
2025-08-27 NP VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 49.693 1,49 39.529 -0,99
2025-08-12 13F Saturna Capital CORP 1.417 49,00 1.127 45,42
2025-08-04 13F Assetmark, Inc 744 73,02 592 69,14
2025-08-11 13F Public Employees Retirement Association Of Colorado 73.673 0,04 59 -3,33
2025-07-24 NP ESGU - iShares ESG MSCI USA 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 63.401 35,30 56.352 32,93
2025-08-28 NP RAPAX - Cohen & Steers Real Assets Fund, Inc. Class A 12.664 4,39 10.074 1,84
2025-08-28 NP PZRMX - PIMCO Inflation Response Multi-Asset Fund Class A 8.514 6,72 6.773 4,12
2025-07-24 NP BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. 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 3.610 132,30 3.209 147,53
2025-08-14 13F Nissay Asset Management Corp /japan/ /adv 26.831 4,13 21.343 1,59
2025-08-28 NP SSEYX - State Street Equity 500 Index II 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 34.043 14,46 27.080 11,67
2025-08-29 NP Total Income (plus) Real Estate Fund 14.803 2,04 11.775 -0,45
2025-07-24 NP EVUS - iShares ESG Aware MSCI USA Value ETF 180 35,34 160 32,50
2025-08-14 13F Stifel Financial Corp 168.670 2,55 134.234 0,05
2025-07-30 13F LGT Financial Advisors LLC 1 1
2025-06-25 NP PTMAX - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 6.700 2.133,33 5.767 2.004,74
2025-08-12 13F Landscape Capital Management, L.l.c. 2.743 2.182
2025-08-13 13F Fisher Asset Management, LLC 338 6,29 269 3,86
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 19 16
2025-06-26 NP ETLGX - E*TRADE No Fee Large Cap Index Fund 14 12
2025-08-13 13F Vance Wealth, Inc. 1.035 0,39 823 -2,02
2025-08-14 13F Dearborn Partners Llc 24.202 0,80 19.252 -1,66
2025-07-24 NP CMVIX - Blackrock Advantage Large Cap Growth 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 6.608 134,16 5.873 172,78
2025-08-22 NP XAOKX - Index 500 Portfolio Initial Class 31.637 0,75 25.166 -1,71
2025-08-12 13F CenterBook Partners LP 14.909 4,13 11.860 1,59
2025-08-14 13F Glenmede Investment Management, LP 13.220 10.516
2025-07-29 NP VRVIX - Vanguard Russell 1000 Value 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 49.062 8,95 43.607 7,05
2025-08-18 NP PACIFIC SELECT FUND - Real Estate Portfolio Class I 42.885 41,51 34.114 38,06
2025-08-05 13F Simplex Trading, Llc 47 0
2025-08-27 NP JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 1.750 0,69 1.392 -1,76
2025-08-12 13F LPL Financial LLC 38.464 7,50 30.597 4,88
2025-08-12 13F Evelyn Partners Investment Management Services Ltd 279 10,28 226 11,88
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 17.527 1,92 13.942 -0,56
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 14.450 4,33 11.495 1,79
2025-07-25 13F Yousif Capital Management, Llc 15.475 0,38 12.310 -2,07
2025-08-05 13F Huntington National Bank 17.466 0,13 13.894 -2,31
2025-08-13 13F 1832 Asset Management L.P. 62.236 26,99 49.507 23,89
2025-08-26 NP UDIV - Franklin LibertyQ Global Dividend ETF 264 118,18 210 114,29
2025-07-15 13F Ballentine Partners, LLC 1.561 14,11 1.242 11,30
2025-08-12 13F OneAscent Investment Solutions LLC 328 0
2025-08-28 NP SHE - SPDR SSGA Gender Diversity Index 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 940 8,67 748 5,96
2025-08-07 13F Altman Advisors, Inc. 2.056 1,68 1.635 -6,03
2025-08-14 13F Susquehanna International Group, Llp 24.978 77,72 19.869 73,39
2025-07-28 13F Revolve Wealth Partners, LLC 2.650 0,11 2.108 -2,36
2025-08-07 13F Resources Investment Advisors, LLC. 272 3,42 217 0,93
2025-08-14 13F Susquehanna International Group, Llp Call 110.200 14,67 87.661 11,88
2025-08-11 13F Private Advisor Group, LLC 3.765 1,76 2.995 -0,76
2025-08-14 13F Susquehanna International Group, Llp Put 156.100 70,23 124.173 66,08
2025-08-26 NP VGSAX - Virtus Duff & Phelps Global Real Estate Securities Fund Class A 23.760 1,93 18.900 -0,55
2025-08-11 13F Bellwether Advisors, LLC 31 25
2025-08-26 NP EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB 273 1,49 217 -0,91
2025-08-29 NP MFUS - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 107 105,77 85 117,95
2025-07-22 13F Merit Financial Group, LLC 1.858 65,60 1.478 61,53
2025-08-29 NP Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 1.063 0,09 846 -2,31
2025-07-24 13F First Fiduciary Investment Counsel, Inc. 16.635 54,69 13 62,50
2025-05-23 NP PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 20 11,11 16 0,00
2025-08-26 NP HLEIX - JPMorgan Equity Index Fund Class I 21.450 0,82 17.063 -1,64
2025-07-29 13F Angeles Wealth Management, Llc 305 9,71 243 7,08
2025-07-29 13F Spirit Of America Management Corp/ny 7.710 0,65 6.133 -1,79
2025-08-14 13F Jain Global LLC 11.516 9.161
2025-07-25 13F Oak Ridge Investments Llc 8.307 1,32 6.608 -1,17
2025-08-05 13F Mission Wealth Management, Lp 252 201
2025-07-11 13F Arthur M. Cohen & Associates, Llc 3.292 7,37 2.618 4,72
2025-08-14 13F Ieq Capital, Llc 6.905 45,98 5.492 42,43
2025-07-23 13F Trifecta Capital Advisors, LLC 17 466,67 14 550,00
2025-07-31 13F Ag2r La Mondiale Gestion D'actifs 3.831 3,32 3.047 -7,53
2025-08-28 NP QUS - SPDR MSCI USA StrategicFactors 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 431 15,55 343 12,50
2025-08-26 NP JIISX - JPMorgan Intrepid Sustainable Equity Fund Class I 2.273 13,54 1.808 10,78
2025-08-14 13F DecisionPoint Financial, LLC 1 1
2025-08-07 13F ProShare Advisors LLC 20.176 3,69 16.049 1,16
2025-07-30 13F Cullen/frost Bankers, Inc. 122 64,86 97 61,67
2025-08-11 13F Principal Securities, Inc. 505 42,66 402 20,42
2025-06-26 NP FIOOX - Fidelity Series Large 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 31.091 2,14 26.762 -3,77
2025-07-14 13F Cushing Asset Management, Lp 4.000 33,33 3.182 30,05
2025-08-14 13F Glen Eagle Advisors, LLC 46 31,43 37 28,57
2025-06-26 NP SREAX - PGIM Select Real Estate Fund Class A 15.229 13,18 13.108 6,62
2025-08-12 13F Gitterman Wealth Management, LLC 261 4,40 210 1,46
2025-06-26 NP AALGX - Thrivent Global Stock Fund Class A 3.562 33,11 3.066 25,41
2025-07-29 NP VMCTX - Vanguard Mega Cap 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 16.391 4,25 14.569 2,43
2025-07-24 NP EUSA - iShares MSCI USA Equal Weighted ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.781 16,60 2.472 14,56
2025-08-29 NP JAGMX - 500 Index Trust NAV 20.709 2,96 16.473 0,45
2025-08-20 NP QCFIX - AQR CVX Fusion Fund Class I 18 14
2025-08-26 NP GFSYX - Strategic Alternatives Fund Institutional -43 -36,36
2025-08-29 NP STRV - Strive 500 ETF 1.734 10,45 1.379 7,73
2025-07-16 13F ORG Partners LLC 4 3
2025-08-28 NP CSRE - Cohen & Steers Real Estate Active ETF 2.258 69,39 1.796 65,38
2025-08-29 NP STXG - Strive 1000 Growth ETF 291 4,68 231 2,21
2025-06-30 NP NSFLX - Natixis Sustainable Future 2055 Fund Class N 10 11,11 9 0,00
2025-08-06 13F Commonwealth Equity Services, Llc 7.485 4,36 6 0,00
2025-06-26 NP PRKAX - PGIM Real Estate Income Fund Class A 3.791 19,25 3.263 12,36
2025-07-24 13F PDS Planning, Inc 619 6,36 492 3,80
2025-07-14 13F GAMMA Investing LLC 1.363 24,82 1.084 21,80
2025-08-04 13F Heritage Investors Management Corp 29.083 3,30 23 4,55
2025-08-29 NP SPXUX - WisdomTree 500 Digital Fund N/A 21 200,00 17 220,00
2025-08-27 NP BREFX - Baron Real Estate Fund 103.485 51,00 82.319 47,31
2025-08-28 NP New Age Alpha Funds Trust - NAA Risk Managed Real Estate Fund Institutional Class 17.366 6,93 13.814 4,33
2025-06-26 NP CBLS - Clough Hedged Equity ETF Short -495 -426
2025-07-25 13F Concurrent Investment Advisors, LLC 2.179 54,32 1.734 50,56
2025-08-05 13F iA Global Asset Management Inc. 2.671 1.031,78 2
2025-08-01 13F Mizuho Securities Usa Llc 6.754 5.373
2025-08-14 13F DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 32.067 5,76 25.508 3,18
2025-06-26 NP USSPX - 500 Index Fund -Member Shares 24.153 0,04 20.790 -5,75
2025-06-26 NP NULC - Nuveen ESG Large-Cap ETF 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 202 19,53 174 12,34
2025-08-04 13F Keybank National Association/oh 23.896 0,79 19.008 -1,67
2025-08-26 NP GEQYX - EQUITY INDEX FUND Institutional 9.276 5,27 7.379 2,70
2025-08-06 13F Founders Financial Securities Llc 1.019 1,39 811 -4,48
2025-08-07 13F Los Angeles Capital Management Llc 14.429 7,29 11.478 4,67
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 6.279 1,11 5.405 -4,74
2025-08-04 13F Retirement Systems of Alabama 138.111 8,60 109.863 5,95
2025-08-25 NP MAINSTAY VP FUNDS TRUST - MainStay VP Cushing Renaissance Advantage Portfolio Initial Class 1.122 2,94 893 0,45
2025-05-22 NP IRLAX - Voya RussellTM Large Cap Growth Index Portfolio Class ADV 329 15,03 268 -0,37
2025-08-11 13F Vanguard Group Inc 13.129.041 1,72 10.443.758 -0,76
2025-08-13 13F Foresight Group Ltd Liability Partnership 23.761 9,49 18.706 7,06
2025-08-13 13F Quadrant Capital Group Llc 2.788 25,81 2.218 22,76
2025-08-19 13F Asset Dedication, LLC 189 4,42 150 2,04
2025-08-11 13F WPG Advisers, LLC 22 100,00 18 112,50
2025-08-28 NP Spdr S&p 500 Etf Trust This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.186.519 0,67 943.840 -1,79
2025-08-01 13F Gwn Securities Inc. 315 252
2025-07-24 NP LPRE - Long Pond Real Estate Select ETF 553 492
2025-08-27 NP CGAEX - Calvert Global Energy Solutions Fund Class A 792 11,86 630 9,19
2025-08-11 13F Duff & Phelps Investment Management Co 407.760 3,09 324.361 0,58
2025-07-17 13F Moss Adams Wealth Advisors LLC 341 271
2025-08-22 NP FELC - Fidelity Enhanced Large Cap Core ETF 17.597 348,56 13.998 337,68
2025-07-01 13F Pensionfund DSM Netherlands 10.614 3,92 8 0,00
2025-08-08 13F Turn8 Private Wealth Inc. 3.691 7,39 2.892 3,18
2025-07-09 13F Dynamic Advisor Solutions LLC 751 9,16 598 6,42
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 17.128 0,33 15.224 -1,42
2025-07-25 NP SCHX - Schwab U.S. Large-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 97.774 4,02 86.903 2,21
2025-08-14 13F Engineers Gate Manager LP 20.056 249,41 15.954 240,88
2025-08-15 NP BYRE - Principal Real Estate Active Opportunities ETF 1.310 21,18 1.042 18,27
2025-07-29 NP NORTHERN LIGHTS FUND TRUST II - The Future Fund Long/Short ETF 916 12,95 814 11,05
2025-06-26 NP FLCPX - Fidelity SAI U.S. Large 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 29.175 1,30 25.112 -4,56
2025-08-07 13F Tacita Capital Inc 858 16,58 683 13,67
2025-07-10 13F Shira Ridge Wealth Management 762 2,70 606 0,33
2025-08-14 13F Mariner, LLC 74.031 3,46 58.877 0,94
2025-07-29 NP SCPAX - Siit Large Cap Disciplined Equity Fund - Class A 13.009 125,73 11.563 121,79
2025-07-10 13F Sumitomo Mitsui DS Asset Management Company, Ltd 46.459 18,73 36.957 15,84
2025-07-15 13F Financial Management Professionals, Inc. 24 14,29 19 11,76
2025-06-27 NP VEGN - US Vegan Climate ETF 453 4,62 390 -1,52
2025-08-27 NP RYTTX - S&P 500 2x Strategy Fund A 317 1,93 252 -0,40
2025-08-28 NP XLRE - The Real Estate Select Sector SPDR Fund 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 671.798 0,55 534.395 -1,91
2025-07-29 NP VADCX - Invesco Equally-weighted S&p 500 Fund Class C 14.887 3,20 13.232 1,39
2025-08-27 NP PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF 145 115
2025-07-30 13F Fingerlakes Wealth Management, Inc. 464 0,43 369 -1,86
2025-07-30 NP RDOG - ALPS REIT Dividend Dogs ETF 326 7,95 290 5,86
2025-07-28 NP SPXT - S&P 500 ex-Technology ETF 587 4,45 522 2,56
2025-08-20 NP QSPIX - AQR Style Premia Alternative Fund Class I Short -7.124 -2,05 -5.667 -4,45
2025-08-28 NP SIFAX - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 1.029 2,90 819 0,37
2025-05-29 NP SHUS - Stratified LargeCap Hedged ETF 86 6,17 70 -7,89
2025-07-24 NP FDGRX - Fidelity Growth Company 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 14.328 0,39 12.735 -1,36
2025-08-27 NP PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 749 596
2025-07-18 13F First United Bank Trust/ 754 36,35 600 33,11
2025-07-29 NP FFND - The Future Fund Active ETF 848 22,54 754 20,48
2025-08-14 13F Point72 (DIFC) Ltd 1.345 1.070
2025-08-27 NP VFINX - Vanguard 500 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 2.776.081 2,62 2.208.289 0,12
2025-07-11 13F Assenagon Asset Management S.A. 3.974 2,77 3.161 0,29
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 13.542 1.230,26 10.772 1.197,83
2025-04-03 13F First Hawaiian Bank 663 34,21 541 16,13
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 478 27,13 380 24,18
2025-07-09 13F Divergent Planning, LLC 1.654 1.316
2025-07-31 13F Wealthfront Advisers Llc 4.258 1,60 3.387 -0,88
2025-07-17 13F Worth Financial Advisory Group, LLC 636 5,30 506 2,64
2025-08-22 NP Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3 18.570 14.772
2025-08-12 13F HGI Capital Management, LLC 2.762 2.197
2025-08-04 13F Amalgamated Bank 18.994 0,73 15 0,00
2025-07-21 13F Copeland Capital Management, LLC 15.158 0,64 12.058 -1,82
2025-08-06 13F Soltis Investment Advisors LLC 344 3,61 273 1,11
2025-08-14 13F Financial Network Wealth Advisors LLC 106 1,92 84 0,00
2025-06-30 NP CATH - Global X S&P 500 Catholic Values ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., 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 1.947 7,51 1.676 1,27
2025-07-31 13F Azzad Asset Management Inc /adv 4.610 4,51 3.667 1,95
2025-08-12 13F Lasalle Investment Management Securities Llc 297.878 17,95 236.953 15,08
2025-06-26 NP TISPX - TIAA-CREF S&P 500 Index Fund Institutional Class 20.890 1,72 17.981 -4,17
2025-08-07 13F Guardian Capital Lp 26.813 14,26 21.329 11,47
2025-08-12 13F Tokio Marine Asset Management Co Ltd 3.098 6,46 2.464 3,88
2025-08-21 NP NODE - Onchain Economy ETF 95 76
2025-08-04 13F UNIVEST FINANCIAL Corp 5.279 4,16 4.199 1,62
2025-08-18 13F/A National Bank Of Canada /fi/ 498.331 26,41 396.406 23,33
2025-06-30 NP SRVR - Pacer Benchmark Data & Infrastructure Real Estate SCTR ETF 71.226 8,08 61.308 1,82
2025-07-14 13F CHICAGO TRUST Co NA 440 11,96 350 9,38
2025-08-14 13F Hrt Financial Lp 19.939 27,32 16 25,00
2025-07-24 NP FDFIX - Fidelity Flex 500 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 11.949 8,93 10.621 7,03
2025-08-04 13F Barnes Dennig Private Wealth Management LLC 4 100,00 3 200,00
2025-08-12 13F Integrated Advisors Network LLC 6.334 5,73 5.038 3,15
2025-08-25 NP PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1 2.485 28,22 1.977 25,06
2025-06-26 NP IBALX - Transamerica Multi-Managed Balanced A 3.760 531,93 3.236 495,95
2025-08-13 13F Thematics Asset Management 35.354 0,97 28.123 -1,49
2025-08-12 13F Boreal Capital Management LLC 15 12
2025-08-01 13F Motley Fool Asset Management LLC 17.879 1,16 14.222 -1,30
2025-08-13 13F Cerity Partners LLC 16.026 14,64 12.748 11,85
2025-08-14 13F Landmark Investment Partners, L.p. 5.209 4.144
2025-08-27 NP JNL SERIES TRUST - JNL/Mellon Real Estate Sector Fund (A) 13.423 2,50 10.678 0,00
2025-08-14 13F Landmark Investment Partners, L.p. Call 6.100 4.852
2025-07-22 NP GSEW - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 2.694 3,62 2.394 1,79
2025-08-13 13F Ally Financial Inc. 1.500 1.193
2025-08-06 13F Wedbush Securities Inc 638 13,12 1
2025-03-28 NP GSELX - Goldman Sachs U.S. Equity Insights Fund Institutional 14.844 418,66 13.562 422,02
2025-08-20 NP QLFIX - AQR LSE Fusion Fund Class I 12 10
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 3.845 0,79 3.059 -1,67
2025-07-24 13F Commerzbank Aktiengesellschaft /fi 4.774 47,66 4 50,00
2025-08-12 13F Laurel Wealth Advisors LLC 3.978 79.460,00 0 -100,00
2025-08-27 NP LGH - HCM Defender 500 Index ETF 643 28,09 511 24,94
2025-08-13 13F Harbor Advisors LLC 252.790 0,12 201.087 -2,32
2025-07-28 13F Mutual Advisors, LLC 899 15,26 721 10,26
2025-07-25 NP URTH - iShares MSCI World 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 6.321 8,46 5.618 6,56
2025-08-14 13F California State Teachers Retirement System 147.862 2,14 117.620 -0,35
2025-07-31 13F Brighton Jones Llc 567 89,00 451 84,43
2025-08-14 13F Cubist Systematic Strategies, LLC Call 1.800 50,00 1.432 46,32
2025-06-26 NP BlackRock Funds II - BlackRock Dynamic High Income Portfolio 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 2.154 1.221,47 1.854 1.224,29
2025-08-05 13F Machina Capital S.a.s. 2.636 52,02 2.097 48,34
2025-07-24 NP FPKFX - Fidelity Puritan 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 773 0,39 687 -1,29
2025-07-29 NP TMFC - Motley Fool 100 Index ETF 4.853 0,10 4.313 -1,64
2025-07-18 13F Bartlett & Co. Wealth Management Llc 34 3,03 27 3,85
2025-08-12 13F O'shaughnessy Asset Management, Llc 11.132 6,90 8.855 4,30
2025-08-07 13F Evoke Wealth, Llc 299 238
2025-08-13 13F Victory Capital Management Inc 54.272 21,61 43.171 18,64
2025-06-26 NP FDMO - Fidelity Momentum 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 1.434 36,96 1.234 29,89
2025-08-14 13F Millennium Management Llc Put 2.300 1.830
2025-08-14 13F Sone Capital Management, LLC 21.494 233,45 17.098 225,35
2025-06-30 NP Two Roads Shared Trust - Hypatia Women CEO ETF 38 22,58 33 14,29
2025-08-28 NP Amplify ETF Trust - Amplify AI Powered Equity ETF 227 181
2025-08-14 13F Millennium Management Llc Call 10.000 809,09 7.955 787,72
2025-08-05 13F KDT Advisors, LLC 310 0,32 247 -1,99
2025-08-12 13F Retirement Planning Co of New England, Inc. 292 14,51 232 11,54
2025-05-23 NP EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB 458 1,33 373 -12,44
2025-08-12 13F WealthTrak Capital Management LLC 7 75,00 6 66,67
2025-08-14 13F Twinbeech Capital Lp 19.433 164,54 15.458 158,11
2025-08-07 13F Rathbone Brothers plc 210.779 0,62 167.668 -1,83
2025-07-30 13F Schnieders Capital Management Llc 290 231
2025-06-30 NP XTR - Global X S&P 500 Tail Risk ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., 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 33,33 3 50,00
2025-07-21 13F Barton Investment Management 37.662 0,09 29.959 -2,35
2025-08-28 NP FGIAX - Nuveen Global Infrastructure 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 1.897 4,75 1.509 2,24
2025-08-12 13F Insigneo Advisory Services, Llc 814 61,83 648 57,80
2025-08-14 13F D. E. Shaw & Co., Inc. 450.679 3,82 358.502 1,29
2025-08-26 NP JHTRX - JPMorgan Hedged Equity 3 Fund Class R6 14.022 287,78 11.154 278,36
2025-08-05 13F Bank of New York Mellon Corp 622.037 0,19 494.812 -2,25
2025-08-19 NP Securian Funds Trust - SFT Ivy Growth Fund 17.742 45,33 14.113 41,80
2025-08-14 13F Fullerton Fund Management Co Ltd 742 269,15 590 261,96
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 44.480 2,23 38.286 -3,69
2025-07-24 NP USCL - iShares Climate Conscious & Transition MSCI USA ETF 6.613 10,24 5.878 8,31
2025-06-20 NP SSPX - Janus Henderson U.S. Sustainable Equity ETF 172 13,16 148 7,25
2025-08-01 13F Fjarde Ap-fonden /fourth Swedish National Pension Fund 15.159 23,66 12 33,33
2025-08-27 NP VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 22.429 0,37 17.842 -2,07
2025-08-25 NP HIACX - Hartford Capital Appreciation Hls Fund Ia 26.361 0,76 20.969 -1,70
2025-08-06 13F Paradigm Asset Management Co Llc 497 152,28 395 146,88
2025-07-29 NP VRGWX - Vanguard Russell 1000 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 6.399 8,57 5.688 6,68
2025-08-08 13F W.H. Cornerstone Investments Inc. 1.027 817
2025-07-24 13F Standard Life Aberdeen plc 236.669 0,81 185.623 -2,63
2025-08-14 13F L2 Asset Management, LLC 438 6,57 348 3,88
2025-08-26 13F/A MASTERINVEST Kapitalanlage GmbH 1.181 939
2025-08-28 NP ELFNX - ELFUN TRUSTS Elfun Trusts 67.300 53.535
2025-08-27 NP Brighthouse Funds Trust I - Clarion Global Real Estate Portfolio Class A 52.850 11,52 42.041 8,80
2025-06-24 NP VCRCX - MainStay CBRE Global Infrastructure Fund Class C 28.991 7,72 24.954 1,48
2025-08-04 13F Atria Investments Llc 8.179 5,43 6.506 2,86
2025-07-23 13F Shell Asset Management Co 4.510 22,72 4 50,00
2025-08-08 13F Mitsubishi UFJ Trust & Banking Corp 91.299 6,10 72.626 3,51
2025-08-26 NP GREIX - Goldman Sachs Real Estate Securities Fund Institutional 7.090 6,31 5.640 3,72
2025-08-28 NP SSAQX - State Street U.S. Core Equity Fund 47.616 37.877
2025-08-15 NP LCAP - Principal Capital Appreciation Select ETF 448 93,94 356 89,36
2025-07-23 13F Klp Kapitalforvaltning As 37.468 4,46 29.805 1,91
2025-08-12 13F Mufg Securities Americas Inc. 2.168 25,83 1.725 22,79
2025-07-30 13F Whittier Trust Co Of Nevada Inc 748 1,49 595 -1,00
2025-07-29 NP Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF 5.874 5,86 5.221 4,00
2025-08-18 NP PACIFIC SELECT FUND - Equity Index Portfolio Class I 9.941 1,94 7.908 -0,55
2025-07-21 13F Credential Qtrade Securities Inc. 2.379 48,69 1.963 52,41
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 20.944 0,53 18.615 -1,23
2025-08-13 13F Marshall Wace, Llp 83.777 452,76 66.642 439,31
2025-07-29 NP SLCAX - Siit Large Cap Fund - Class A 5.386 21,01 4.787 18,90
2025-08-26 NP GVIZX - Value Equity Index Fund Investor 709 4,57 564 1,99
2025-08-28 NP SLGFX - SIMT Large Cap Index Fund Class F 1.966 2,45 1.564 -0,06
2025-08-27 NP VMGAX - Vanguard Mega Cap 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 124.745 1,13 99.231 -1,34
2025-08-04 13F Adell Harriman & Carpenter Inc 20.232 1,34 16.094 -1,13
2025-08-27 NP Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 18.900 2,72 15.034 0,21
2025-07-18 13F Truist Financial Corp 54.718 4,62 43.526 2,07
2025-08-21 NP MXVIX - Great-West S&P 500 Index Fund Investor Class 14.794 9,35 11.768 6,69
2025-06-30 NP PBP - Invesco S&P 500 BuyWrite 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 294 24,58 253 17,67
2025-08-12 13F Bowen Hanes & Co Inc 35.000 16,67 27.841 13,82
2025-08-14 13F Holocene Advisors, LP 6.384 403,87 5.078 391,58
2025-06-26 NP QRFT - QRAFT AI-Enhanced U.S. Large Cap ETF 27 68,75 23 76,92
2025-06-26 NP FEQHX - Fidelity Hedged Equity Fund 1.764 64,40 1.518 54,90
2025-03-25 NP FTC - First Trust Large 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 4.177 98,90 3.816 100,21
2025-08-25 NP GCHDX - Gotham Hedged Core Fund Institutional Class Short -28 12,00 -22 10,00
2025-08-12 13F Pacer Advisors, Inc. 81.559 3,67 64.878 1,14
2025-08-14 13F Woodline Partners LP 10.557 463,94 8.398 450,26
2025-08-28 NP SPIN - SPDR SSGA US Equity Premium Income ETF 121 96
2025-08-13 13F West Family Investments, Inc. 499 29,27 397 26,11
2025-08-26 NP Cbre Clarion Global Real Estate Income Fund 53.120 12,87 42.255 10,12
2025-08-26 NP GREZX - Global Real Estate Securities Fund Investor 9.638 64,33 7.667 60,31
2025-06-26 NP TMAAX - Thrivent Moderately Aggressive Allocation Fund Class A 1.340 33,20 1.153 25,46
2025-07-25 13F Heartland Bank & Trust Co 621 77,43 494 72,98
2025-08-18 NP PACIFIC SELECT FUND - Hedged Equity Portfolio Class P 1.984 275,76 1.578 266,98
2025-07-25 13F Cypress Capital Group 1.743 1.387
2025-08-04 13F Analyst IMS Investment Management Services Ltd. 286 3,62 0
2025-08-07 13F Teachers Retirement System Of The State Of Kentucky 20.947 28,45 17 23,08
2025-08-27 NP VLACX - Vanguard Large-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 114.148 0,17 90.801 -2,27
2025-06-30 NP VWNDX - Vanguard Windsor 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 322.441 0,75 277.541 -5,08
2025-05-21 NP CHGX - AXS Change Finance ESG ETF 1.460 1.190
2025-06-26 NP NULV - Nuveen ESG Large-Cap Value ETF 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 11.558 0,10 9.949 -5,71
2025-08-14 13F Horizon Investments, LLC 5.833 143,55 4.640 137,65
2025-06-26 NP TOK - iShares MSCI Kokusai 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 302 3,42 260 -2,63
2025-08-28 NP FRANK FUNDS - Camelot Event Driven Fund Class A Shares 3.000 2.386
2025-08-14 13F Alliancebernstein L.p. 243.433 3,43 193.644 0,90
2025-06-26 NP TAAAX - Thrivent Aggressive Allocation Fund Class A 1.806 33,28 1.555 25,53
2025-07-24 NP HNDRX - Horizon Defined Risk Fund Investor Class 1.485 9,19 1.320 7,24
2025-05-15 13F Rakuten Investment Management, Inc. 8.873 64,96 7.125 50,09
2025-08-13 13F Ossiam 57.954 41,46 46.101 38,01
2025-08-06 13F Thompson Siegel & Walmsley Llc 11.232 16,01 9 14,29
2025-08-11 13F Pinnacle Wealth Planning Services, Inc. 574 36,34 456 33,33
2025-08-25 NP SBSPX - QS S&P 500 Index Fund Class A 1.244 5,60 990 3,02
2025-07-22 NP DRAFX - Destinations Real Assets Fund Class I 7.846 6,59 6.974 4,73
2025-03-25 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 434 105,69 397 107,33
2025-07-28 NP ACLC - American Century Sustainable 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 2.842 3,35 2.526 1,57
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial 3.603 263,21 2.866 254,70
2025-08-29 NP FUNL - CornerCap Fundametrics Large-Cap ETF 404 321
2025-08-11 13F Bell Investment Advisors, Inc 89 5,95 71 4,41
2025-08-14 13F UBS Group AG Put 14.200 735,29 11.296 714,94
2025-07-10 13F Swedbank AB 274.985 2,26 218.742 -0,24
2025-08-27 NP SSPY - Stratified LargeCap Index ETF 368 21,85 293 18,70
2025-08-28 NP TLCHX - Social Choice Equity Fund 964 2,77 767 0,26
2025-07-22 NP GUSA - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 3.281 1,02 2.916 -0,75
2025-07-31 13F Sage Mountain Advisors LLC 643 30,96 511 27,75
2025-08-08 13F TD Capital Management LLC 22 18
2025-06-30 NP XCLR - Global X S&P 500 Collar 95-110 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., 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 20,00 5 25,00
2025-08-18 NP PACIFIC SELECT FUND - Value Advantage Portfolio Class I 3.400 2.705
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 2.162 6,77 1.720 4,12
2025-08-13 13F Congress Wealth Management LLC / DE / 3.830 0,84 3.047 -1,65
2025-07-31 13F Resonant Capital Advisors, LLC 252 200
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class 807 0,37 642 -2,14
2025-08-29 NP BEEZ - Honeytree U.S. Equity ETF 350 1,45 278 -1,07
2025-07-24 13F Ronald Blue Trust, Inc. 965 5,01 767 2,40
2025-08-13 13F Parkworth Wealth Management, Inc. 2 2
2025-08-13 13F Northwestern Mutual Wealth Management Co 2.716 2,72 2.160 0,23
2025-08-14 13F Aprio Wealth Management, LLC 401 319
2025-08-15 13F Equitable Holdings, Inc. 3.402 3,18 2.706 0,67
2025-07-29 13F Wendell David Associates Inc 4.376 1,02 3 0,00
2025-08-13 13F Skandinaviska Enskilda Banken AB (publ) 69.190 207,63 55.048 200,21
2025-06-26 NP BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C 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 18.721 56,33 16.114 47,28
2025-08-26 NP Ivy Variable Insurance Portfolios - Ivy VIP Growth Class II 16.696 24,78 13.281 21,74
2025-08-25 NP MMBDX - MassMutual Premier Balanced Fund Class A 123 6,96 98 4,30
2025-08-01 13F Solstein Capital, LLC 366 4,57 291 2,11
2025-07-24 NP Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 6 5
2025-07-22 NP GGUS - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 68 11,48 60 9,09
2025-03-27 NP SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 1.204 9,16 1.100 9,89
2025-06-26 NP TASHX - Transamerica Multi-Asset Income (formerly Transamerica Strategic High Income) A 8.500 2,41 7.316 -3,52
2025-08-13 13F Ceredex Value Advisors LLC 33.025 26.270
2025-08-14 13F Modern Wealth Management, LLC 287 229
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 114.500 3,28 91.081 0,76
2025-07-23 13F Franchise Capital Ltd 217 52,82 173 49,57
2025-06-23 NP LGPIX - Large-cap Growth Profund Investor Class 98 113,04 84 100,00
2025-08-04 13F Creative Financial Designs Inc /adv 1 1
2025-06-24 NP SWLVX - Schwab U.S. Large-Cap Value 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 2.926 2,92 2.519 -3,04
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 3.145.016 2,26 2.501.766 -0,23
2025-08-12 13F Nuveen, LLC 831.628 2,32 661.535 -0,17
2025-08-13 13F Walleye Trading LLC Call 8.000 7.900,00 6.364 7.755,56
2025-08-11 13F Reaves W H & Co Inc 158.766 0,71 126.294 -1,75
2025-08-13 13F Walleye Trading LLC Put 10.700 189,19 8.512 182,19
2025-08-28 NP SPYG - SPDR(R) Portfolio S&P 500 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 61.580 5,24 48.985 2,68
2025-08-05 13F Ninepoint Partners LP 1.779 3,49 1.415 1,00
2025-08-22 NP FMET - Fidelity Metaverse ETF 1.649 17,95 1.312 15,10
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 20.709 2,15 16.473 1,19
2025-08-25 NP SWP1Z - Schwab S&P 500 Index Portfolio 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 5.039 0,20 4.008 -2,24
2025-09-04 13F/A Advisor Group Holdings, Inc. 7.129 17,45 5.683 14,67
2025-08-14 13F Zimmer Partners, LP 1.100 1.000,00 875 980,25
2025-06-26 NP DFUSX - U.s. Large Company 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 23.887 0,03 20.561 -5,76
2025-08-27 NP CGJAX - Calvert US Large-Cap Growth Responsible Index Fund Class A 2.031 63,79 1.616 59,74
2025-08-28 NP SUSSX - State Street Institutional U.S. Equity Fund Service 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 3.233 2.572
2025-07-22 13F Miracle Mile Advisors, LLC 12.464 0,76 9.915 -1,70
2025-08-26 NP PHEFX - T. Rowe Price Hedged Equity Fund 9.173 6,24 7.297 3,65
2025-06-26 NP REET - iShares Global REIT ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 237.267 2,97 204.228 -2,99
2025-07-11 13F BTC Capital Management, Inc. 896 4,55 713 2,01
2025-08-14 13F Van Eck Associates Corp 26.853 11,47 21 10,53
2025-07-10 13F Exchange Traded Concepts, Llc 1.137 143,47 904 137,89
2025-08-11 13F Independent Advisor Alliance 620 5,80 493 3,14
2025-06-26 NP ERET - iShares Environmentally Aware Real Estate ETF 419 1,21 361 -4,76
2025-06-25 NP DRLAX - BNY Mellon Global Real Estate Securities Fund Class A 19.820 3,07 17.060 -2,90
2025-08-26 NP Profunds - Profund Vp Large-cap Growth 57 11,76 45 9,76
2025-05-29 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2 116 20,83 95 4,44
2025-08-13 13F Hsbc Holdings Plc 384.298 1,11 305.046 -1,48
2025-07-30 NP GDE - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 239 154,26 212 149,41
2025-08-11 13F Citigroup Inc 169.288 13,99 134.664 11,21
2025-08-22 NP FEAC - Fidelity Enhanced U.S. All-Cap Equity ETF 8 14,29 6 20,00
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 5.169 13,43 4.068 9,48
2025-07-25 13F JustInvest LLC 12.113 35,20 9.640 31,98
2025-08-12 13F Waddell & Associates, Llc 549 20,93 437 17,84
2025-07-22 NP GSPIX - Goldman Sachs Capital Growth Fund Institutional 4.256 1,29 3.783 -0,50
2025-06-26 NP Reaves Utility Income Fund 141.241 8,47 121.573 2,19
2025-07-29 NP Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 99 43,48 88 40,32
2025-06-18 NP Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 73 7,35 63 29,17
2025-08-27 NP QCGLRX - Global Equities Account Class R1 11.885 3,15 9.454 0,64
2025-07-16 13F Signaturefd, Llc 1.498 3,31 1.192 0,76
2025-08-14 13F Evergreen Capital Management Llc 477 8,41 379 5,87
2025-08-14 13F Toronto Dominion Bank 72.002 53,03 57.276 49,30
2025-08-13 13F EverSource Wealth Advisors, LLC 457 33,63 363 30,58
2025-08-27 13F/A Brinker Capital Investments, LLC 2.995 18,61 2.383 15,74
2025-08-27 NP BRIFX - Baron Real Estate Income Fund 20.900 151,56 16.625 145,46
2025-08-22 NP Tri-continental Corp 4.599 3.658
2025-06-27 NP ARYVX - Global Real Estate 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 57.467 5,77 49.465 -0,35
2025-07-11 13F Miller Howard Investments Inc /ny 4.788 23,91 3.809 20,89
2025-08-26 NP PRCOX - T. Rowe Price U.S. Equity Research 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 43.919 15,30 34.936 12,49
2025-08-14 13F Worldquant Millennium Advisors Llc 36.423 28.973
2025-07-21 13F J. Safra Sarasin Holding AG 2.870 62,79 2.283 58,80
2025-08-12 13F Charles Schwab Investment Management Inc 1.066.694 2,62 848.523 0,12
2025-08-12 13F North Star Asset Management Inc 277 0,36 221 -2,22
2025-03-27 NP QLV - FlexShares US Quality Low Volatility 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 936 1,30 855 1,91
2025-08-06 13F OneAscent Wealth Management LLC 342 0
2025-08-15 13F Brown Financial Advisors 1.465 13,13 1.165 10,43
2025-08-13 13F Capula Management Ltd Call 200 159
2025-06-26 NP ACWI - iShares MSCI ACWI 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 25.459 10,47 21.914 4,07
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 55.654 3,81 44.271 1,28
2025-07-08 13F S.E.E.D. Planning Group LLC 3.242 14,76 2.579 11,94
2025-08-14 13F Css Llc/il Put 600 477
2025-07-21 13F Ascent Group, LLC 437 14,10 348 11,22
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 44.649 39,56 35.517 36,16
2025-06-23 NP PPSFX - LargeCap Value Fund III R-3 2.227 9,38 1.917 3,01
2025-06-25 NP IQSU - IQ Candriam ESG US Equity ETF 1.358 0,30 1.169 -5,58
2025-08-22 NP DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 500 398
2025-07-23 13F InTrack Investment Management Inc 2.621 0,19 2.085 -2,25
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 6.582 2,49 5.665 -3,44
2025-06-30 NP INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Real Assets ESG 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 588 9,50 506 3,27
2025-08-13 13F Norges Bank 1.121.892 892.431
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 362 4,02 288 1,41
2025-07-30 13F Phoenix Holdings Ltd. 575 18,07 457 15,11
2025-06-24 NP MYSPX - MainStay MacKay S&P 500 Index Fund Investor Class 3.008 1,62 2.589 -4,25
2025-08-12 13F Evelyn Partners Asset Management Ltd 49 39
2025-07-22 13F Valeo Financial Advisors, LLC 8.157.100 298.148,63 10.340 363,84
2025-08-12 13F Swiss National Bank 296.103 8,78 235.541 6,13
2025-08-13 13F Kilter Group LLC 5 4
2025-07-28 NP ISPY - ProShares S&P 500 High Income ETF 1.533 18,65 1.363 16,61
2025-08-26 NP HLQVX - JPMorgan Large Cap Value Fund Class I 116.761 89,81 92.880 60,13
2025-08-12 13F Bokf, Na 2.750 1,29 2.188 -1,17
2025-06-24 NP SWLGX - Schwab U.S. Large-Cap Growth 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 607 3,23 522 -2,79
2025-08-06 13F Nvwm, Llc 4 33,33 3 50,00
2025-08-18 13F Geneos Wealth Management Inc. 4.710 17,66 3.747 14,80
2025-08-08 13F Advisors Capital Management, LLC 586 3,90 467 1,30
2025-08-26 NP QCEQRX - Equity Index Account Class R1 47.623 14,12 37.883 11,33
2025-08-18 13F/A Hudson Bay Capital Management LP 14.705 5.346,30 11.697 5.216,82
2025-07-24 NP NEOS ETF Trust - NEOS Real Estate High Income ETF 2.551 121,06 2.267 117,35
2025-08-06 13F True Wealth Design, LLC 6 100,00 5 100,00
2025-06-26 NP HRLIX - The Hartford Global Real Asset Fund Class I 349 8,05 300 1,69
2025-07-25 13F Cwm, Llc 2.822 58,18 2 100,00
2025-08-27 NP RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 151 287,18 120 287,10
2025-06-26 NP TADAX - Transamerica US Growth A 24.879 1,56 21.415 -4,32
2025-07-09 13F Pallas Capital Advisors LLC 357 284
2025-06-26 NP TIEIX - TIAA-CREF Equity Index Fund Institutional Class 85.284 5,68 73.408 -0,44
2025-07-31 13F/A Avion Wealth 20 66,67 0
2025-07-28 13F Rosenberg Matthew Hamilton 39 116,67 31 121,43
2025-07-25 13F NorthRock Partners, LLC 1.226 1,83 975 -0,61
2025-06-25 NP BFRE - Westwood LBRTY Global Equity ETF 10 9
2025-06-30 NP XYLD - Global X S&P 500 Covered Call ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., 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 6.534 3,50 5.624 -2,48
2025-08-25 NP FTCE - First Trust New Constructs Core Earnings Leaders ETF 234 186
2025-08-26 NP EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 230 0,88 183 -1,62
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 1.356 7,70 1.167 1,48
2025-07-16 13F/A CX Institutional 385 6,35 0
2025-08-26 NP JEPI - JPMorgan Equity Premium Income ETF 442.851 10,91 352.275 8,20
2025-07-18 13F Union Bancaire Privee, UBP SA 6.519 2.016,56 2.241 806,88
2025-08-14 NP FLCGX - QUANTEX FUND Retail Class 80 142,42 64 142,31
2025-08-07 13F Zions Bancorporation, National Association /ut/ 6.517 0,32 5.184 -2,11
2025-08-12 13F Dimensional Fund Advisors Lp 1.343.496 0,74 1.068.688 -1,71
2025-06-26 NP FSRJX - Fidelity SAI Real Estate Fund 190.797 75,69 164.229 65,52
2025-08-08 13F Abc Arbitrage Sa 2.678 2.130
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core 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 2.437 343,09 1.939 332,59
2025-08-12 13F Ensign Peak Advisors, Inc 63.543 10,68 50.547 7,99
2025-08-04 13F Simon Quick Advisors, Llc 545 36,25 434 32,82
2025-08-13 13F PharVision Advisers, LLC 549 437
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 14.836 5,84 11.802 3,25
2025-03-28 NP AllianzGI Artificial Intelligence & Technology Opportunities Fund 5.480 26,41 5.007 39,17
2025-07-24 13F Trust Co Of Toledo Na /oh/ 5 4
2025-08-13 13F Fairtree Asset Management (Pty) Ltd 1.137 132,04 904 126,57
2025-08-27 NP OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 2.791 558,25 2.220 543,48
2025-08-28 NP BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. 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 4.011 319,56 3.191 341,22
2025-05-27 NP GEIZX - Growth Equity Index Fund Investor 77 18,46 63 1,64
2025-08-22 13F Stance Capital Llc 1.468 1.168
2025-08-26 NP IVW - iShares S&P 500 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 99.382 0,64 79.055 -1,81
2025-07-28 NP MSLC - Morgan Stanley Pathway Large Cap Equity ETF 6.654 9,97 5.914 8,06
2025-08-13 13F Mackenzie Financial Corp 65.247 40,28 51.902 36,86
2025-08-27 NP TPDAX - Timothy Plan Defensive Strategies Fund Class A 1.620 3,51 1.289 0,94
2025-08-14 13F Tcw Group Inc 10.858 8.637
2025-08-26 NP PRAFX - T. Rowe Price Real Assets Fund, Inc. 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 375.366 2,20 298.592 -0,30
2025-07-11 13F Global X Japan Co., Ltd. 277 25,34 220 22,22
2025-08-05 13F AGH Wealth Advisors, LLC 335 1,21 266 -1,12
2025-08-18 13F/A Nomura Holdings Inc Call 600.000 9,09 477.282 6,43
2025-08-04 13F Arbor Capital Management Inc /adv 1.725 6,81 1.381 4,15
2025-07-29 13F CapWealth Advisors, LLC 24.410 1,08 19.417 -1,38
2025-08-26 NP VVIPX - Voya VACS Index Series S Portfolio 7.461 0,81 5.935 -1,64
2025-08-26 NP Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 5.388 112,21 4.286 107,00
2025-08-11 13F Symphony Financial, Ltd. Co. 55.703 44.310
2025-07-29 13F Mattson Financial Services, LLC 2.536 21,63 2.017 18,65
2025-08-14 13F/A Barclays Plc Call 17.200 13,16 14 8,33
2025-08-27 NP CFGIX - Cromwell Foresight Global Sustainable Infrastructure Fund Institutional Class 3.238 17,70 2.576 14,80
2025-06-23 NP IYY - iShares Dow Jones U.S. 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 4.126 2,92 3.551 -3,03
2025-08-27 NP Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 1.085 122,34 863 87,61
2025-08-08 13F M&G Plc 322.525 7,04 256.407 4,41
2025-08-14 13F Siemens Fonds Invest GmbH 3.606 6,56 2.868 3,95
2025-08-22 NP DFVE - DoubleLine Fortune 500 Equal Weight ETF 38 15,15 30 15,38
2025-07-18 13F Dogwood Wealth Management LLC 15 1.400,00 12
2025-08-08 13F Ogorek Anthony Joseph /ny/ /adv 15 66,67 0
2025-08-20 NP QLEIX - AQR Long-Short Equity Fund Class I Short -4.914 -33,66 -3.909 -35,29
2025-06-30 NP PEVC - Pacer PE/VC ETF 2 2
2025-08-12 13F Stevens Capital Management Lp 6.792 8,74 5 0,00
2025-08-08 13F Principal Financial Group Inc 1.912.906 0,56 1.521.666 -1,89
2025-08-08 13F Creative Planning 10.007 6,47 7.960 3,86
2025-07-28 13F New York State Teachers Retirement System 76.976 2,65 61 0,00
2025-08-29 NP PQIIX - PIMCO Dividend and Income Fund Institutional Class 252 200
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 41.835 1,48 33.278 -1,00
2025-06-23 NP PLFMX - LargeCap S&P 500 Index Fund R-3 17.146 2,89 14.758 -3,07
2025-07-02 13F Central Pacific Bank - Trust Division 137 9,60 109 6,93
2025-08-07 13F Varma Mutual Pension Insurance Co 17.353 3,58 13.804 1,05
2025-07-31 13F Oppenheimer & Co Inc 8.621 0,96 6.858 -1,51
2025-07-28 13F Sagespring Wealth Partners, Llc 790 9,57 629 6,80
2025-06-26 NP FSUMX - Fidelity Series Sustainable U.S. Market Fund 106 63,08 91 54,24
2025-07-23 13F 1 North Wealth Services Llc 832 5,05 662 2,48
2025-08-14 13F Man Group plc 199.796 10,57 158.932 7,87
2025-07-24 NP FCGSX - Fidelity Series Growth Company 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 3.200 3,23 2.844 1,43
2025-08-14 13F Maven Securities LTD Call 1.500 1.193
2025-08-14 13F Maven Securities LTD Put 800 636
2025-07-14 13F Avanza Fonder AB 6.857 8,45 5.455 3,75
2025-08-27 NP NGJAX - Nuveen Global Real Estate Securities 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 2.790 6,81 2.219 4,23
2025-08-08 13F KBC Group NV 127.993 48,60 102 44,29
2025-07-25 NP USCA - Xtrackers MSCI USA Climate Action Equity ETF 8.048 6,41 7.153 4,56
2025-07-25 13F Apollon Wealth Management, LLC 1.458 14,08 1.160 11,34
2025-08-25 NP MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 9.536 2,46 7.586 -0,04
2025-08-07 13F Freemont Management S.A. 1.000 42,86 795 39,47
2025-06-26 NP AAAGX - Thrivent Large Cap Growth Fund Class A 30.539 37,85 26.286 29,87
2025-07-30 NP Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight 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 149 10,37 132 8,20
2025-07-31 13F Rational Advisors Llc 557 18,76 443 15,97
2025-08-14 13F Quantinno Capital Management LP 17.322 36,93 13.780 33,60
2025-08-14 13F/A Rockefeller Capital Management L.P. 83.305 4,69 66.268 2,14
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Real Estate Portfolio Class IB 1.929 3,27 1.534 0,72
2025-07-25 NP SNPE - Xtrackers S&P 500 ESG ETF 4.910 7,86 4.364 6,00
2025-07-30 13F WESPAC Advisors SoCal, LLC 1.734 3,46 1.379 0,95
2025-08-27 NP Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 12.600 1,61 10.023 -0,87
2025-06-24 NP BBUS - JPMorgan BetaBuilders U.S. Equity ETF 8.372 4,43 7.206 -1,61
2025-06-27 NP CVSIX - Calamos Market Neutral Income Fund Class A 13.386 1,13 11.522 -4,74
2025-08-12 13F Holderness Investments Co 396 20,00 315 17,10
2025-08-05 13F Triglav Skladi, D.o.o. 8.990 7.151
2025-06-24 NP GQRE - FlexShares Global Quality Real Estate 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 15.015 70,01 12.924 60,17
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Real Estate Securities 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 378.196 1,41 325.532 -4,46
2025-06-30 NP XRMI - Global X S&P 500 Risk Managed Income ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., 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 101 16,09 87 8,86
2025-07-15 13F Ccm Investment Advisers Llc 13.322 0,54 10.597 -1,91
2025-08-14 13F/A Skopos Labs, Inc. 1.194 44,20 949 40,80
2025-06-27 NP PREAX - PACE Global Real Estate Securities Investments Class A 3.457 2,86 2.976 -3,09
2025-08-14 13F Price T Rowe Associates Inc /md/ 1.468.193 3,18 1.168 0,60
2025-06-26 NP NUDV - Nuveen ESG Dividend ETF 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 439 74,90 378 64,63
2025-08-06 13F Spurstone Advisory Services, LLC 25 20
2025-07-28 13F Harbour Investments, Inc. 151 4,14 120 1,71
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 25.862 0,16 20.572 -2,28
2025-07-30 NP DTEC - ALPS DISRUPTIVE TECHNOLOGIES ETF 942 2,73 837 0,97
2025-07-29 13F FLC Capital Advisors 380 302
2025-06-27 NP IGPT - Invesco Dynamic Software 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 14.320 3,86 12.326 -2,16
2025-08-14 13F USS Investment Management Ltd 17.217 1,25 13.695 -1,16
2025-08-13 13F Blueshift Asset Management, LLC 993 790
2025-08-13 13F Korea Investment CORP 86.313 8,56 68.659 5,91
2025-08-05 13F Westside Investment Management, Inc. 32 190,91 25 212,50
2025-06-26 NP FRIFX - Fidelity Real Estate Income 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 86.000 1,42 74.024 -4,46
2025-08-01 13F Davy Global Fund Management Ltd 2.089 10,30 1.662 7,58
2025-07-30 NP FCTDX - Strategic Advisers Fidelity U.S. Total 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 96.898 2,94 86.125 1,14
2025-08-26 NP JDESX - JPMorgan U.S. Research Enhanced Equity Fund Class I 46.252 273,69 36.792 264,60
2025-08-26 NP JUSA - JPMorgan U.S. Research Enhanced Large Cap ETF 78 129,41 62 129,63
2025-05-08 13F American Assets Investment Management, LLC 17.359 1.641,12 14.154 1.405,64
2025-08-08 13F WASHINGTON TRUST Co 21.343 0,50 16.977 -1,95
2025-08-26 NP JLPSX - JPMorgan U.S. Large Cap Core Plus Fund Class I 33.243 143,68 26.444 137,73
2025-08-13 13F Capital Analysts, Inc. 5.039 6,24 4 33,33
2025-08-25 NP NXTG - First Trust Indxx NextG 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 5.187 14,53 4.126 11,76
2025-08-06 13F Metis Global Partners, LLC 31.412 11,01 24.987 8,30
2025-07-18 13F Robeco Institutional Asset Management B.V. 60.537 11,93 48.155 9,20
2025-07-23 13F Vontobel Holding Ltd. 3.932 9,86 3.128 7,16
2025-08-08 13F Impax Asset Management Group plc 1.161 924
2025-06-24 NP Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 5 4
2025-07-08 13F Paladin Wealth, LLC 808 22,24 643 19,33
2025-07-08 13F Nbc Securities, Inc. 5.016 2,28 4 0,00
2025-08-28 NP RWR - SPDR(R) Dow Jones REIT ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 101.239 3,87 80.533 1,33
2025-07-11 13F Grove Bank & Trust 182 4,60 145 2,13
2025-07-30 13F Whittier Trust Co 1.040 1,27 827 -1,19
2025-08-15 13F CI Private Wealth, LLC 7.079 6,68 5.632 4,07
2025-08-20 NP QNZNX - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N Short -76 -6,17 -60 -9,09
2025-08-12 13F Journey Strategic Wealth Llc 397 17,11 316 14,13
2025-08-22 NP CVLC - Calvert US Large-Cap Core Responsible Index ETF 1.133 7,60 901 5,01
2025-08-20 NP QMNIX - AQR Equity Market Neutral Fund Class I Short -2.276 -25,81 -1.810 -27,63
2025-08-28 NP Versus Capital Multi-manager Real Estate Income Fund Llc 21.129 2,41 16.807 -0,09
2025-07-11 13F Farther Finance Advisors, LLC 772 0,65 614 -1,92
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 1.615 5,76 1.285 3,13
2025-08-22 NP Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund 1.053 838
2025-08-28 NP SPGSX - State Street Premier Growth 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 492 391
2025-08-27 NP PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 15.900 1,27 12.648 -1,20
2025-08-14 13F EP Wealth Advisors, Inc. 601 80,48 478 76,01
2025-08-14 13F Group One Trading, L.p. 3.417 62,95 2.718 59,04
2025-08-28 NP AFPAX - AmericaFirst Income Fund Class A 309 7,29 246 4,70
2025-08-11 NP CMEUX - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 42.387 2,14 33.718 -0,35
2025-07-08 13F Gradient Investments LLC 24.684 19,43 19.635 16,51
2025-07-29 13F Private Trust Co Na 128 50,59 102 46,38
2025-06-26 NP THMAX - Thrivent Moderate Allocation Fund Class A 1.087 33,37 936 25,67
2025-08-14 13F Group One Trading, L.p. Put 12.900 35,79 10.262 32,49
2025-08-26 NP PENN SERIES FUNDS INC - Large Core Growth Fund 3.703 41,61 2.946 38,13
2025-08-28 NP SSUSX - State Street U.S. 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 204 162
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A 181 1,12 144 -1,38
2025-08-06 13F Texas Yale Capital Corp. 453 4,62 360 1,98
2025-07-10 13F Farmers & Merchants Trust Co of Chambersburg PA 150 188,46 0
2025-08-08 13F Hartland & Co., LLC 929 11,93 739 9,17
2025-08-08 13F Tortoise Investment Management, LLC 4 3
2025-08-26 NP GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional 2.176 131,00 1.731 125,26
2025-07-22 13F IMC-Chicago, LLC Put 36.300 152,08 28.876 145,93
2025-07-21 13F Hilltop National Bank 372 30,07 296 9,67
2025-07-22 13F IMC-Chicago, LLC Call 27.400 32,37 21.796 29,14
2025-08-13 13F Panagora Asset Management Inc 73.371 0,79 58.364 -1,66
2025-07-28 NP RWL - Invesco S&P 500 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 3.049 19,43 2.710 17,37
2025-06-26 NP FHEQ - Fidelity Hedged Equity ETF 1.242 1.069
2025-08-11 13F MainStreet Investment Advisors LLC 824 10,90 655 8,26
2025-06-23 NP SIZE - iShares Edge MSCI USA Size Factor 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 639 7,58 550 1,48
2025-08-14 13F Benjamin Edwards Inc 37.643 3,48 29.945 0,95
2025-05-27 NP IWY - iShares Russell Top 200 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 3.060 7,63 2.495 -6,94
2025-07-23 13F Gagnon Securities Llc 17.392 27,98 13.835 24,86
2025-08-05 13F NewSquare Capital LLC 57 147,83 45 150,00
2025-07-29 NP SDLAX - SIIT Dynamic Asset Allocation Fund - Class A 2.525 14,15 2.244 12,14
2025-08-14 13F NCP Inc. 4.550 19,74 3.619 16,82
2025-03-27 NP MSTVX - Morningstar Alternatives Fund -140 0,00
2025-08-11 13F New Age Alpha Advisors, LLC 17.427 7,31 13.863 4,69
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 807 0,37 717 -1,38
2025-08-13 13F Arizona State Retirement System 28.556 0,92 22.715 -1,54
2025-08-14 13F Macquarie Group Ltd 638.858 23,49 508.193 20,48
2025-08-28 NP BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.673 335,34 2.126 325,20
2025-08-13 13F Jones Financial Companies Lllp 2.770 37,67 2.175 34,59
2025-08-14 13F State Street Corp 6.249.780 3,67 4.971.512 1,14
2025-08-26 NP JEPAX - JPMorgan Equity Premium Income Fund Class A 68.960 6,51 54.856 3,91
2025-08-18 13F Ashford Capital Management Inc 24.599 0,86 19.568 -1,60
2025-07-29 NP VOOV - Vanguard S&P 500 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 11.945 1,13 10.617 -0,64
2025-08-12 13F Change Path, LLC 277 6,95 220 4,27
2025-08-26 NP Goldman Sachs Real Estate Diversified Income Fund 7.127 10,79 5.669 8,08
2025-08-06 13F Prospera Financial Services Inc 6.632 2,79 5.277 0,30
2025-08-08 13F Itau Unibanco Holding S.A. 115 3,60 91
2025-08-14 13F Needham Investment Management Llc 9.000 16,88 7.159 14,03
2025-07-15 13F West Oak Capital, LLC 378 3
2025-08-04 13F Creekmur Asset Management LLC 4 3
2025-08-14 13F Synovus Financial Corp 372 0,27 296 -2,32
2025-08-28 NP TOPC - iShares S&P 500 3% Capped ETF 22 18
2025-07-29 NP Guggenheim Strategic Opportunities Fund 19 5,56 17 0,00
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 422 10,76 363 4,31
2025-08-21 NP RALIX - Lazard Real Assets and Pricing Opportunities Portfolio Institutional Shares 94 9,30 75 5,71
2025-08-14 13F Canada Pension Plan Investment Board 1.102.423 3,66 876.944 1,13
2025-08-12 13F Coldstream Capital Management Inc 1.584 14,12 1.260 11,31
2025-06-26 NP AMTAX - AB All Market Real Return Portfolio Class A 15.508 6,36 13.349 0,20
2025-08-14 13F Ameriprise Financial Inc 695.756 0,27 553.454 -2,17
2025-08-15 13F Blue Chip Partners, Inc. 14.607 3,51 11.619 0,99
2025-08-22 13F Cim Investment Mangement Inc 7.305 99,70 6.351 112,98
2025-07-16 NP CGGE - Capital Group Global Equity ETF Share Class 2.065 98,18 1.835 94,80
2025-08-26 NP FTQI - First Trust Hedged BuyWrite Income 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 4.113 6.428,57 3.272 6.313,73
2025-08-12 13F Northwestern Mutual Investment Management Company, Llc 3.120 0,78 2.482 -1,70
2025-07-24 NP FXAIX - Fidelity 500 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 1.227.965 1,61 1.091.440 -0,16
2025-07-29 NP VFTNX - Vanguard FTSE Social 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 51.085 0,76 45.405 -1,00
2025-08-26 NP JAVA - JPMorgan Active Value ETF 18.821 27,94 14.972 7,94
2025-08-14 13F Peak6 Llc 793 39.550,00 631 62.900,00
2025-06-26 NP USGRX - Growth & Income Fund Shares 4.147 2,47 3.570 -3,46
2025-08-14 13F Peak6 Llc Put 7.500 1.150,00 5.966 1.120,04
2025-07-16 13F Patton Fund Management, Inc. 261 208
2025-07-29 NP SPUS - SP Funds S&P 500 Sharia Industry Exclusions ETF 3.891 16,32 3.458 14,31
2025-06-25 NP WRAAX - Wilmington Global Alpha Equities Fund Class A Shares 656 30,42 565 22,88
2025-08-21 13F Pathway Financial Advisers, LLC 455 3,17 362 0,84
2025-08-12 13F GSI Capital Advisors LLC 23.202 16,21 18.456 13,37
2025-07-18 13F Childress Capital Advisors, Llc 331 18,21 263 15,35
2025-08-27 NP WLGRX - Ivy Large Cap Growth Fund Class R 221.283 37,73 176.024 34,37
2025-08-26 NP IWB - iShares Russell 1000 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 70.585 1,48 56.148 -1,00
2025-06-26 NP PURCX - PGIM GLOBAL REAL ESTATE FUND Class C 60.706 0,03 52.253 -5,77
2025-07-30 13F Princeton Global Asset Management LLC 14 11
2025-08-13 13F Beacon Pointe Advisors, LLC 1.144 2,05 910 -0,44
2025-08-12 13F Advisors Asset Management, Inc. 7.862 1,56 6.254 -0,92
2025-07-07 13F Verde Capital Management 2.761 12,33 2.196 9,64
2025-07-22 NP JUST - Goldman Sachs JUST U.S. Large Cap Equity ETF 1.425 0,14 1.267 -1,63
2025-06-26 NP IETC - iShares Evolved U.S. Technology 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 6.717 73,75 5.782 63,67
2025-06-25 NP WMMRX - Wilmington Real Asset Fund Class A Shares 8.052 1,44 6.931 -4,44
2025-06-26 NP SJVCX - Steward Large Cap Value Fund Class C 1.300 18,18 1.119 11,24
2025-08-25 NP MFS VARIABLE INSURANCE TRUST III - MFS Global Real Estate Portfolio Initial Class 10.250 1,20 8.154 -1,26
2025-08-28 NP QWLD - SPDR MSCI World StrategicFactors 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 28 55,56 22 57,14
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 444 665,52 353 651,06
2025-08-14 13F Sunbelt Securities, Inc. 692 2,67 652 18,76
2025-08-07 13F Capital Wealth Planning, LLC 617 8,06 491 5,38
2025-05-23 NP IWF - iShares Russell 1000 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 19.401 4,17 15.819 -9,92
2025-08-07 13F BOK Financial Private Wealth, Inc. 13 10
2025-08-12 13F Quilter Plc 95.083 20,69 75.636 17,75
2025-07-28 NP Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF 63 162,50 56 161,90
2025-08-11 13F Stoneridge Investment Partners Llc 624 0
2025-08-13 13F Vinva Investment Management Ltd 6.657 33,65 5.226 30,68
2025-08-18 13F Wolverine Trading, Llc Put 6.700 45,65 5.260 42,43
2025-08-26 NP ICRPX - VY(R) Clarion Real Estate Portfolio Class ADV 15.557 4,90 12.375 2,34
2025-08-18 13F Wolverine Trading, Llc 4.932 106,62 3.872 102,09
2025-08-14 13F SIH Partners, LLLP 253 201
2025-05-15 13F Texas Permanent School Fund 11.109 9.562
2025-06-25 NP WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio 1.665 10,26 1.433 3,92
2025-07-07 13F Versant Capital Management, Inc 223 8,78 177 5,99
2025-08-27 NP Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a) 29.459 0,01 23.434 -2,43
2025-07-28 NP EQAL - Invesco Russell 1000 Equal Weight 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 1.055 8,09 938 6,24
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.559 259,22 1.240 251,27
2025-08-07 13F Vise Technologies, Inc. 1.092 28,93 869 8,90
2025-08-26 NP SAMVX - Virtus Ceredex Mid-Cap Value Equity Fund Class A 30.000 23.864
2025-08-06 13F Penserra Capital Management LLC 9.820 2.025,54 8
2025-08-27 NP JNL SERIES TRUST - JNL S&P 500 Index Fund (I) 989 1,85 787 -0,63
2025-08-06 13F Cbre Clarion Securities Llc 485.538 13,47 386.231 10,70
2025-08-14 13F Fmr Llc 2.364.599 4,13 1.880.968 1,59
2025-08-11 13F B. Metzler seel. Sohn & Co. AG 9.208 7,53 7.324 4,91
2025-08-27 NP HCSRX - The Catholic SRI Growth Portfolio HC Strategic Shares 96 43,28 76 40,74
2025-08-14 13F GWM Advisors LLC 2.674 4,82 2.128 2,31
2025-07-24 NP SHP ETF Trust - NEOS S&P 500(R) High Income ETF 7.594 21,37 6.750 19,24
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 175 9,38 139 6,92
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 93.112 3,53 74.068 1,01
2025-08-11 13F Nomura Asset Management Co Ltd 174.663 4,04 138.939 1,51
2025-07-07 13F Nova Wealth Management, Inc. 5 400,00 4
2025-07-07 13F Retirement Wealth Solutions LLC 0 0
2025-08-14 13F Wells Fargo & Company/mn 144.546 5,38 114.982 2,81
2025-08-13 13F VestGen Advisors, LLC 379 3,27 302 0,67
2025-03-27 NP PTLC - Pacer Trendpilot US Large Cap ETF 6.628 12,28 6.056 29,82
2025-08-14 13F Heitman Real Estate Securities Llc 138.384 33,16 110.080 29,91
2025-08-04 13F Quaker Wealth Management, LLC 2 2
2025-08-12 13F ABN AMRO Bank N.V. 215.762 0,19 172.581 -1,56
2025-07-30 NP DTCR - Global X Data Center REITs & Digital Infrastructure ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., 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 31.229 5,61 27.757 3,76
2025-08-12 13F APG Asset Management US Inc. 1.206.248 0,94 959.426 -1,73
2025-07-17 13F Sound Income Strategies, LLC 3 50,00 2 100,00
2025-07-28 NP AVRE - Avantis Real Estate 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 34.370 7,85 30.549 5,97
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 59.692 12,62 47.483 9,88
2025-08-14 13F Howard Hughes Medical Institute 21 17
2025-08-12 13F Deutsche Bank Ag\ 977.167 1,38 777.307 -1,09
2025-08-20 NP AQMIX - AQR Managed Futures Strategy Fund Class I Short -1.382 -10,67 -1.099 -12,85
2025-06-23 NP ESMV - iShares ESG MSCI USA Min Vol Factor 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 67 1,52 58 -5,00
2025-07-21 13F Ameritas Advisory Services, LLC 99 79
2025-07-18 13F PFG Investments, LLC 1.114 886
2025-08-14 13F Resolution Capital Ltd 586.302 4,73 466.386 2,18
2025-08-29 NP PRRSX - PIMCO RealEstateRealReturn Strategy Fund Institutional 20.768 7,16 16.520 4,54
2025-08-14 13F Coastal Bridge Advisors, LLC 885 1,61 704 -0,71
2025-08-01 13F First National Trust Co 7.373 0,57 5.865 -1,89
2025-08-14 13F Integrated Wealth Concepts LLC 1.116 113,79 887 108,71
2025-07-14 13F Opal Wealth Advisors, LLC 218 4,31 173 1,76
2025-07-30 13F Lionsbridge Wealth Management LLC 392 312
2025-08-07 13F Allworth Financial LP 1.759 745,67 1.399 727,81
2025-08-25 NP PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Real Estate Securities Account Class 1 22.957 0,04 18.262 -2,40
2025-06-26 NP SMNCX - Steward Equity Market Neutral Fund Class C 1.000 11,11 861 34,59
2025-08-29 NP WOMN - Impact Shares YWCA Women's Empowerment ETF 286 1,42 228 -0,87
2025-07-31 13F CVA Family Office, LLC 132 10,92 105 8,25
2025-06-26 NP FNILX - Fidelity ZERO Large 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 24.042 2,38 20.694 -3,55
2025-08-14 13F Janus Henderson Group Plc 359.927 1,81 286.298 0,86
2025-08-12 13F Steward Partners Investment Advisory, Llc 8.243 111,74 6.557 106,58
2025-08-14 13F Schonfeld Strategic Advisors LLC 17.059 1,61 13.570 -0,87
2025-08-13 13F Baird Financial Group, Inc. 12.269 2,44 9.760 -0,06
2025-08-07 13F Kestra Private Wealth Services, Llc 1.301 15,75 1.035 12,88
2025-06-26 NP FLCOX - Fidelity Large 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 39.962 8,62 34.397 2,34
2025-08-14 13F Hampton Road Capital Management LP 635 505
2025-08-14 13F Mercer Global Advisors Inc /adv 9.913 6,57 7.886 3,97
2025-08-11 13F Tidemark, LLC 110 150,00 88 148,57
2025-08-26 NP Bitwise Funds Trust - Bitwise Web3 ETF 346 9,84 275 7,42
2025-08-11 13F Bradley Foster & Sargent Inc/ct 853 62,17 679 58,41
2025-08-22 NP RRGAX - DWS RREEF Global Real Estate Securities Fund Class A 9.387 0,99 7.467 -1,46
2025-08-12 13F Clear Street Markets Llc Call 1.000 795
2025-07-16 13F Signature Resources Capital Management, LLC 1 1
2025-08-12 13F Clear Street Markets Llc 66 53
2025-08-13 13F State Board Of Administration Of Florida Retirement System 98.607 1,30 78.439 -1,17
2025-08-14 13F SummitTX Capital, L.P. 3.977 3.164
2025-08-06 13F AE Wealth Management LLC 262 5,65 208 3,48
2025-08-14 13F Susquehanna Portfolio Strategies, LLC 65.315 51.956
2025-07-28 NP JPRE - JPMorgan Realty Income ETF 40.017 3,77 35.568 1,96
2025-07-10 13F Bath Savings Trust Co 10.503 4,12 8.355 1,58
2025-05-02 13F Napatree Capital Llc 327 27,73 267 10,37
2025-04-28 NP AMCPX - AMCAP FUND Class A 156.699 27,97 141.753 17,95
2025-08-12 13F BlackRock, Inc. 10.938.953 5,79 8.701.609 3,21
2025-08-08 13F Banco Bilbao Vizcaya Argentaria, S.a. 2.601 0,35 2.063 -2,32
2025-08-06 13F Fox Run Management, L.l.c. 1.892 1.505
2025-08-12 13F Quadcap Wealth Management, LLC 1.087 6,99 865 4,35
2025-08-14 13F Northwood Liquid Management Lp 52.126 41.465
2025-08-11 13F Strategic Wealth Partners, Ltd. 37 29
2025-08-29 13F Total Investment Management Inc 3 2
2025-07-07 13F RB Capital Management, LLC 510 0,79 405 -1,70
2025-08-07 13F Hennion & Walsh Asset Management, Inc. 2.185 12,40 1.738 9,65
2025-08-07 13F PFG Advisors 2.646 29,07 2.105 25,97
2025-08-28 NP SSBIX - State Street Balanced Index Fund Class K 586 3,17 466 0,65
Other Listings
MX:EQIX
DE:EQN2 653,60 €
US:EQIX 773,68 USD
GB:0II4 773,47 USD
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