CH:YUM / Yum! Brands, Inc. - Proprietà istituzionale - Acquirenti

Yum! Brands, Inc.
CH ˙ BRSE ˙ US9884981013
Proprietà istituzionale e dei fondi - Acquirenti

I principali detentori che hanno aperto nuove posizioni in Yum! Brands, Inc. includono Platinum Investment Management Ltd, FAGAX - Fidelity Advisor Growth Opportunities Fund Class A, Hook Mill Capital Partners, LP, Kodai Capital Management LP, Glenmede Investment Management, LP, NMANX - Neuberger Berman Mid Cap Growth Fund Investor Class, CLCEX - Multi-Manager Large Cap Growth Strategies Fund Institutional Class, TMLCX - Simt Tax-managed Large Cap Fund Class F, Susquehanna Portfolio Strategies, LLC, PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I, JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A), Mizuho Securities Usa Llc, AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I, J. Safra Sarasin Holding AG, Groupama Asset Managment, FAOFX - Fidelity Advisor Series Growth Opportunities Fund, BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF, FELV - Fidelity Enhanced Large Cap Value ETF, Delta Global Management LP, e BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares .

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
(%)
2025-07-25 NP ABWAX - AB All Market Total Return Portfolio Class A 4.137 109,79 595 93,18
2025-07-29 NP JCAVX - Capital Appreciation Value Fund Class NAV 50.788 23,41 7.310 13,60
2025-08-28 NP SCLZ - Swan Enhanced Dividend Income ETF 1.111 22,09 165 14,69
2025-08-13 13F M&t Bank Corp 79.604 0,31 11.796 -5,54
2025-08-08 13F New England Capital Financial Advisors LLC 270 0,37 40 -4,76
2025-07-23 13F Lakeshore Capital Group, Inc. 4.012 11,01 594 4,58
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 142.208 114,62 21.072 102,11
2025-08-11 13F Symphony Financial, Ltd. Co. 5.390 800
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 265.043 141,79 39.274 127,69
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 20.905 3,12 3.009 -5,05
2025-07-29 13F Arista Wealth Management, LLC 4.110 609
2025-06-25 NP PTMAX - PGIM QMA LARGE-CAP CORE EQUITY FUND Class A 32.600 334,67 4.904 459,18
2025-08-04 13F Linscomb & Williams, Inc. 25.968 4,39 3.848 -1,71
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 71 11
2025-08-13 13F Hutner Capital Management Inc 6.324 23,78 937 16,69
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 6.640 4,60 984 -1,50
2025-08-06 13F Atlantic Union Bankshares Corp 2.043 303
2025-07-30 13F Princeton Global Asset Management LLC 11 2
2025-06-24 NP Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 15 2
2025-08-26 NP GFSYX - Strategic Alternatives Fund Institutional 63 -6,06
2025-07-21 13F Ameritas Advisory Services, LLC 722 107
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 323.605 3,46 47.952 -2,57
2025-06-26 NP BLACKROCK FUNDS - iShares Russell Mid-Cap Index 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 48.667 1,67 7.321 17,21
2025-06-27 NP PRF - Invesco FTSE RAFI US 1000 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 30.047 3,52 4.520 19,36
2025-07-21 13F Qrg Capital Management, Inc. 93.364 2,89 13.835 -3,11
2025-07-29 NP LSAGX - Loomis Sayles Global Growth Fund Class A 4.807 16,36 692 7,13
2025-08-14 NP FLMFX - MUIRFIELD FUND Retail Class 40.279 33,70 5.969 25,91
2025-08-08 13F Geode Capital Management, Llc 8.216.042 2,73 1.217.826 -3,36
2025-08-14 13F CoreFirst Bank & Trust 580 86
2025-08-27 NP VMGIX - Vanguard Mid-Cap 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 2.264.823 4,00 335.601 -2,07
2025-08-04 13F Simon Quick Advisors, Llc 3.806 51,27 564 42,53
2025-08-14 13F Toronto Dominion Bank 113.053 15,30 16.752 8,57
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 11.439 1.695
2025-08-14 13F Freestone Grove Partners LP 5.120 759
2025-06-25 NP WRAAX - Wilmington Global Alpha Equities Fund Class A Shares 1.235 147,49 186 184,62
2025-07-31 13F Nilsine Partners, LLC 7.324 3,92 1.085 -2,16
2025-08-14 13F Dark Forest Capital Management Lp 12.673 1.878
2025-08-06 13F Washington Trust Bank 1.816 0,89 269 -4,95
2025-08-11 13F Empowered Funds, LLC 88.877 159,41 13.170 144,28
2025-07-25 13F NorthRock Partners, LLC 1.424 211
2025-07-22 13F Merit Financial Group, LLC 13.157 9,59 1.950 3,18
2025-08-27 NP Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 7.961 19,52 1.180 12,50
2025-07-23 13F Sachetta, LLC 3.779 0,56 560 -5,41
2025-07-30 NP AUSF - Global X Adaptive U.S. Factor 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 10.543 17,41 1.518 8,05
2025-08-29 NP SPXUX - WisdomTree 500 Digital Fund N/A 61 190,48 9 200,00
2025-08-14 13F Gotham Asset Management, LLC 135.636 5,63 20.099 -0,53
2025-08-14 13F ICW Investment Advisors LLC 17.591 1,29 2.607 -4,61
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 324.075 2,63 48.021 -3,35
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 141.221 0,63 20.926 -5,24
2025-06-24 NP HELO - JPMorgan Hedged Equity Laddered Overlay ETF 106.549 14,76 16.029 32,30
2025-08-21 NP MOTE - VanEck Morningstar ESG Moat ETF 1.559 33,25 231 25,54
2025-08-26 NP QAMWEX - T. Rowe Price Mid-Cap Growth Portfolio 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 59.427 4,58 8.806 -1,53
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 765 8,97 113 2,73
2025-06-27 NP RCGE - RockCreek Global Equality ETF 2.282 343
2025-08-12 13F DnB Asset Management AS 431.652 2,97 63.962 -3,04
2025-06-26 NP TILIX - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 60.664 4,79 9.126 20,81
2025-07-25 NP SCHV - Schwab U.S. Large-Cap Value 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 140.963 0,95 20.290 -7,08
2025-06-30 NP QDPL - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 4.443 17,01 668 34,95
2025-08-14 13F Ubs Asset Management Americas Inc 2.537.498 20,90 376.006 13,85
2025-08-07 13F Blackston Financial Advisory Group, LLC 3.765 5,17 558 -1,07
2025-04-01 NP XYLE - Global X S&P 500 ESG Covered Call ETF 20 33,33 3 100,00
2025-08-05 13F GHP Investment Advisors, Inc. 1.457 0,34 216 -5,70
2025-08-14 13F Wellington Management Group Llp 55.904 965,45 8.284 904,00
2025-08-08 13F Hudock, Inc. 1.418 0,07 210 -5,83
2025-07-16 NP CGMM - Capital Group U.S. Small and Mid Cap ETF Share Class 42.529 266,25 6.122 237,25
2025-08-06 13F Resona Asset Management Co.,Ltd. 121.434 8,33 17.998 2,16
2025-06-26 NP GLOF - iShares Edge MSCI Multifactor Global 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 2.369 13,73 356 31,37
2025-08-15 13F Morgan Stanley 4.277.917 11,32 633.902 4,83
2025-07-31 13F Kornitzer Capital Management Inc /ks 6.308 935
2025-08-14 13F Coastal Bridge Advisors, LLC 6.152 3,01 912 -2,98
2025-07-31 13F Carnegie Capital Asset Management, LLC 2.216 16,02 328 18,41
2025-08-12 13F Neo Ivy Capital Management 2.705 401
2025-08-28 NP SELV - SEI Enhanced Low Volatility U.S. Large Cap ETF 2.191 2,34 325 -3,57
2025-07-15 13F Fifth Third Bancorp 221.593 0,77 32.836 -5,11
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 280.380 3,12 40.358 -5,08
2025-08-22 NP FIMVX - Fidelity Mid 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 29.744 51,48 4.407 42,67
2025-08-07 13F Meeder Advisory Services, Inc. 8.768 0,79 1.299 -5,04
2025-08-05 13F Burney Co/ 80.662 943,49 11.953 882,89
2025-07-30 13F Whittier Trust Co Of Nevada Inc 15.828 0,24 2.345 -5,60
2025-08-07 13F Garda Capital Partners Lp Call 8.600 7,50 1.274 1,27
2025-08-07 13F Garda Capital Partners Lp Put 8.300 3,75 1.230 -2,31
2025-08-01 13F Teacher Retirement System Of Texas 245.508 89,03 36.379 78,00
2025-06-24 NP Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 5.359 739,97 806 871,08
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 38.074 0,17 5.480 -7,79
2025-08-26 NP Profunds - Profund Vp Large-cap Growth 141 8,46 21 0,00
2025-08-04 13F Amalgamated Bank 57.768 1,46 9 0,00
2025-08-26 NP FLSP - Franklin Liberty Systematic Style Premia ETF 6.633 326,01 983 406,19
2025-06-25 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 46.908 79,75 7.057 96,44
2025-07-28 NP UPRO - ProShares UltraPro S&P500 14.209 14,77 2.045 5,68
2025-08-14 13F Horizon Investments, LLC 17.690 195,03 2.621 177,94
2025-08-15 13F WealthCollab, LLC 130 88,41 19 90,00
2025-07-18 13F Robeco Institutional Asset Management B.V. 68.773 163,45 10.191 148,11
2025-07-07 13F RB Capital Management, LLC 10.172 5,88 1.507 -0,26
2025-06-26 NP LRGF - iShares Edge MSCI Multifactor 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 51.341 0,10 7.724 15,39
2025-08-29 NP LGRRX - Loomis Sayles Growth Fund Class A 1.053.055 4,61 156.042 -1,49
2025-08-14 13F Ieq Capital, Llc 1.485 3,99 220 -1,79
2025-08-22 NP CDEI - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF 357 94,02 53 85,71
2025-07-08 13F Everpar Advisors Llc 2.372 2,46 351 -3,57
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 36.056 2,15 5.343 -3,82
2025-08-11 13F Bradley Foster & Sargent Inc/ct 7.808 0,26 1.157 -5,63
2025-08-12 13F Enterprise Financial Services Corp 21.870 0,23 3.241 -5,62
2025-08-13 13F Korea Investment CORP 231.708 45,04 34.334 36,58
2025-07-30 13F Cantillon Capital Management Llc 2.063.179 13,08 305.722 6,48
2025-08-29 NP VOTE - Engine No. 1 Transform 500 ETF 4.274 2,13 616 -2,07
2025-07-28 NP NMANX - Neuberger Berman Mid Cap Growth Fund Investor Class 132.800 19.115
2025-08-14 13F Kovitz Investment Group Partners, LLC 43.151 9,91 6.394 3,50
2025-07-16 13F Patton Fund Management, Inc. 1.495 222
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 149.294 0,76 21.489 -7,25
2025-07-22 13F Net Worth Advisory Group 2.465 24,31 365 16,99
2025-08-13 13F Congress Wealth Management LLC / DE / 15.486 16,89 2.295 10,13
2025-08-12 13F Journey Strategic Wealth Llc 2.934 435
2025-07-10 13F Exchange Traded Concepts, Llc 5.038 23,94 747 16,74
2025-08-26 NP FLQL - Franklin LibertyQ U.S. Equity ETF 18.278 42,60 2.708 34,26
2025-05-29 NP MOJAX - Power Momentum Index Fund Class A Shares 6.973 1.097
2025-08-18 13F Geneos Wealth Management Inc. 1.181 12,69 175 6,10
2025-07-28 13F RFG Advisory, LLC 6.478 0,25 960 -5,61
2025-08-12 13F Ensign Peak Advisors, Inc 41.997 22,45 6.223 15,30
2025-05-30 NP QGRW - WisdomTree U.S. Quality Growth Fund N/A 31.609 48,04 4.974 73,64
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class 11.304 6,73 1.675 26,61
2025-07-15 13F Td Private Client Wealth Llc 2.502 19,60 371 12,46
2025-08-11 13F CBIZ Investment Advisory Services, LLC 9 200,00 1
2025-08-27 NP Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 109.865 26,48 16.280 19,09
2025-08-27 NP OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 4.173 618
2025-08-06 13F Cherry Creek Investment Advisors, Inc. 2.623 0,23 389 -5,60
2025-08-26 NP GAFCX - Virtus AlphaSimplex Global Alternatives Fund Class C 1.503 132,30 223 119,80
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 27.658 10,60 3.981 1,82
2025-08-13 13F Sanibel Captiva Trust Company, Inc. 3.717 0,49 551 -5,50
2025-08-14 13F Sagard Holdings Management Inc. 82 12
2025-07-30 13F/A Old Point Trust & Financial Services N A 14.982 1,73 2.220 -4,19
2025-07-22 13F Bay Harbor Wealth Management, LLC 13 85,71 2 0,00
2025-08-13 13F Federated Hermes, Inc. 318.250 6.396,22 47.158 6.024,42
2025-08-14 13F Mml Investors Services, Llc 37.238 8,07 6 0,00
2025-07-23 13F Venturi Wealth Management, LLC 2.393 6,97 355 0,57
2025-08-14 13F Aristeia Capital Llc 2.506 371
2025-08-05 13F Wellington Shields Capital Management, LLC 7.112 9,21 1.054 2,83
2025-08-13 13F Van Hulzen Asset Management, LLC 7.508 0,11 1.113 -5,76
2025-08-15 13F 44 Wealth Management Llc 2.827 3,36 419 -2,79
2025-07-14 13F S.A. Mason LLC 2.408 0,33 357 -5,57
2025-08-26 NP QCEQRX - Equity Index Account Class R1 137.094 14,39 20.315 7,71
2025-07-24 13F Standard Life Aberdeen plc 249.909 4,81 37.032 -0,49
2025-08-29 NP JAFRX - Capital Appreciation Value Trust NAV Class 20.294 37,18 3.007 29,22
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 8.729 3,92 1.294 -2,12
2025-07-29 NP SLCAX - Siit Large Cap Fund - Class A 918 132
2025-07-24 13F Costello Asset Management, INC 1.487 7,21 220 0,92
2025-08-22 NP CVMC - Calvert US Mid-Cap Core Responsible Index ETF 2.084 5,04 309 -1,28
2025-07-17 13F Moody Lynn & Lieberson, Llc 6.600 0,35 978 -5,51
2025-08-25 13F/A Neuberger Berman Group LLC 224.201 6,65 33.222 0,43
2025-08-27 NP Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 4.600 12,20 682 5,58
2025-07-31 13F Nisa Investment Advisors, Llc 107.010 2,68 15.857 -3,31
2025-08-13 13F Parkworth Wealth Management, Inc. 5 25,00 1
2025-05-05 13F Lindbrook Capital, Llc 3.517 4,24 553 22,35
2025-07-15 13F Fortitude Family Office, LLC 1.277 5,62 189 -0,53
2025-07-30 13F Ethic Inc. 4.248 7,03 630 0,00
2025-08-26 NP Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares 4.918 358,77 729 391,89
2025-08-13 13F Kilter Group LLC 13 2
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 3.167.176 0,01 469.312 -5,83
2025-05-22 NP HQGO - Hartford US Quality Growth ETF 399 63
2025-07-29 13F S-Bank Fund Management Ltd 4.330 13,47 642 6,83
2025-08-14 13F Volterra Technologies LP 2.390 354
2025-07-29 NP SCPAX - Siit Large Cap Disciplined Equity Fund - Class A 7.189 379,27 1.035 427,55
2025-07-29 NP NELAX - Nuveen Equity Long/Short 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 Short -2.700 -10,00 -389 -17,27
2025-07-16 13F West Branch Capital LLC 58 5.700,00 9
2025-08-14 13F Catalyst Financial Partners Llc 1.413 209
2025-08-14 13F BI Asset Management Fondsmaeglerselskab A/S 11.109 2,76 2 0,00
2025-07-16 13F Cadent Capital Advisors, LLC 24.841 0,00 3.681 -5,83
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 96.002 16,08 14.226 9,31
2025-08-11 13F Portside Wealth Group, LLC 3.254 4,76 482 -1,23
2025-08-14 13F Money Concepts Capital Corp 3.756 0,37 557 -5,44
2025-08-14 13F/A Skopos Labs, Inc. 1.311 46,64 194 38,57
2025-08-22 NP FMDGX - Fidelity Mid 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 89.682 18,97 13.289 12,03
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 299 42
2025-08-14 13F Sherbrooke Park Advisers Llc 6.249 926
2025-08-07 13F/A Credit Industriel Et Commercial Put 8.500 1.260
2025-07-28 13F Alta Capital Management Llc/ 2.103 38,72 312 30,67
2025-06-26 NP FITLX - Fidelity U.S. Sustainability 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 40.463 20,02 6.087 38,37
2025-07-11 13F Adirondack Trust Co 1.480 89,74 219 79,51
2025-08-14 13F UBS Group AG 2.223.591 23,74 329.492 16,52
2025-07-28 NP MSLC - Morgan Stanley Pathway Large Cap Equity ETF 10.086 5,05 1.452 -3,33
2025-06-26 NP BlackRock ETF Trust - BlackRock U.S. Industry Rotation 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 182 628,00 27 800,00
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 179.058 3,24 26.533 -2,78
2025-08-13 13F Jones Financial Companies Lllp 14.042 24,84 2.084 18,82
2025-08-07 13F/A Credit Industriel Et Commercial 4.195 622
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 71.869 2,33 10.345 -5,81
2025-08-25 NP GENIX - Gotham Enhanced Return Fund Institutional Class 4.262 8,17 632 1,94
2025-06-23 NP USMV - iShares Edge MSCI Min Vol 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 1.614.735 1,03 242.921 16,47
2025-08-11 13F Perennial Investment Advisors, LLC 1.790 265
2025-07-14 13F LCM Capital Management Inc 7.929 0,21 1.175 -5,63
2025-08-04 13F Pensionmark Financial Group, Llc 3.531 25,39 523 18,06
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 32.631 88,30 4.697 73,35
2025-08-18 13F/A Nomura Holdings Inc 10.164 15,38 1.506 8,66
2025-08-18 13F/A Nomura Holdings Inc Put 13.900 2.060
2025-06-18 NP NMFAX - Nationwide Dynamic U.S. Growth Fund Class A 7.088 2,75 1.066 18,44
2025-05-15 13F CAPROCK Group, Inc. 4.773 52,01 751 78,38
2025-08-14 13F Bnp Paribas 120 11.900,00 18 0,00
2025-08-28 NP GPIGX - GuidePath(R) Growth and Income Fund 3.117 16,65 462 9,76
2025-08-11 13F B. Metzler seel. Sohn & Co. AG 30.606 8,89 4.535 2,56
2025-08-07 13F Parkside Financial Bank & Trust 6.140 124,91 910 111,89
2025-08-14 13F Hook Mill Capital Partners, LP 170.659 25.288
2025-08-12 13F Jaffetilchin Investment Partners, LLC 2.274 0,44 337 -5,62
2025-08-14 13F Icon Wealth Advisors, LLC 1.760 59,56 261 50,29
2025-08-26 NP PRCFX - T. Rowe Price Capital Appreciation and Income Fund 9.213 1,40 1.365 -4,48
2025-08-27 NP JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A) 32.945 4.882
2025-08-20 NP QLEIX - AQR Long-Short Equity Fund Class I 0 -100,00 0 -100,00
2025-08-14 13F Engineers Gate Manager LP 42.669 80,43 6.323 69,90
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 68.943 1,50 10.372 17,00
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 1.535 0,39 228 -5,42
2025-08-14 13F Summit Trail Advisors, Llc 8.841 1.310
2025-08-05 13F Plato Investment Management Ltd 6.200 2.631,28 915 2.441,67
2025-08-13 13F Groupama Asset Managment 14.789 2.195
2025-08-13 13F Brant Point Investment Management Llc 19.074 61,32 2.826 51,94
2025-07-18 13F Pure Financial Advisors, Inc. 2.850 0,39 422 -5,38
2025-08-14 13F Daiwa Securities Group Inc. 45.112 4,83 7 0,00
2025-06-26 NP FQAL - Fidelity Quality 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 72.617 24,85 10.925 43,93
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 1.232 0,49 177 -7,33
2025-08-13 13F Panagora Asset Management Inc 36.580 161,92 5.420 146,70
2025-07-17 13F City Holding Co 3.041 1,23 451 -4,66
2025-08-26 NP IRMAX - Voya RussellTM Mid Cap Index Portfolio Class ADV 22.768 0,80 3.374 -5,09
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 68.172 6,82 10.102 0,59
2025-08-29 NP STXV - Strive 1000 Value ETF 338 6,96 50 2,04
2025-08-12 13F Handelsbanken Fonder AB 64.752 5,24 10 0,00
2025-08-06 13F Fox Run Management, L.l.c. 6.330 279,50 938 257,63
2025-05-15 13F Texas Permanent School Fund 56.299 8.470
2025-08-27 13F/A Squarepoint Ops LLC Call 64.700 13,31 9.587 6,70
2025-08-14 13F Tudor Investment Corp Et Al Put 6.000 22,45 889 15,30
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 35.984 10,89 5.332 4,43
2025-08-14 13F Camrose Capital Investment Partners LLP 308.468 33,72 45.709 25,91
2025-08-04 13F Mesirow Financial Investment Management, Inc. 10.712 0,19 1.587 -5,71
2025-08-14 13F Tudor Investment Corp Et Al Call 41.300 443,42 6.120 412,05
2025-08-27 NP PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF 290 43
2025-08-04 13F HBK Sorce Advisory LLC 2.632 0,73 390 -5,11
2025-08-08 13F Avantax Advisory Services, Inc. 15.100 3,47 2.238 -2,57
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 18.004 0,24 2.709 15,58
2025-08-08 13F Forsta Ap-fonden 54.700 2,82 8.105 -3,18
2025-07-21 13F Yeomans Consulting Group, Inc. 1.423 214
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 183.778 5,90 27.648 22,08
2025-08-07 13F ProShare Advisors LLC 47.475 12,37 7.035 5,81
2025-08-12 13F Deutsche Bank Ag\ 1.149.773 32,09 170.373 24,38
2025-06-26 NP QRFT - QRAFT AI-Enhanced U.S. Large Cap ETF 79 49,06 12 83,33
2025-08-25 NP AIVSX - INVESTMENT CO OF AMERICA Class A 2.031.806 2,60 301.073 -3,38
2025-08-26 NP PHEFX - T. Rowe Price Hedged Equity Fund 28.220 9,58 4.182 3,18
2025-06-26 NP FSMDX - Fidelity Mid 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 952.456 7,15 143.287 23,52
2025-08-11 NP CMEUX - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 57.249 1,37 8.483 -4,55
2025-06-26 NP LQAI - LG QRAFT AI-Powered U.S. Large Cap Core ETF 335 697,62 50 900,00
2025-07-11 13F IFM Investors Pty Ltd 53.468 6,35 7.923 0,14
2025-08-15 13F Harvest Fund Management Co., Ltd 2.266 0,31 0
2025-08-13 13F FORA Capital, LLC 9.660 8,85 1.431 2,51
2025-07-02 13F Lvm Capital Management Ltd/mi 5.787 136,98 1
2025-08-26 NP TCAF - T. Rowe Price Capital Appreciation Equity ETF 346.322 29,62 51.318 22,06
2025-07-14 13F AdvisorNet Financial, Inc 28 33,33 4 33,33
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 3.520.978 0,74 506.810 -7,27
2025-07-10 13F Focus Financial Network, Inc. 1.389 0,94 206 -5,09
2025-06-26 NP FUQIX - Fidelity SAI U.S. Quality 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 707.241 13,24 106.397 30,54
2025-08-15 13F CI Private Wealth, LLC 350.308 83,14 51.900 72,43
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 290 22,88 44 43,33
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 90.186 1,93 13.364 -4,02
2025-07-15 13F Missouri Trust & Investment Co 546 18,70 81 11,11
2025-08-20 NP QCFIX - AQR CVX Fusion Fund Class I 54 8
2025-07-28 NP SPXV - S&P 500 ex-Health Care ETF 181 6,47 26 0,00
2025-08-13 13F Quadrant Capital Group Llc 4.912 39,39 728 31,23
2025-08-13 13F Norges Bank 4.066.348 602.551
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 61.173 0,54 8.805 -7,45
2025-08-14 13F Candlestick Capital Management LP 541.243 80.201
2025-08-14 NP FLDGX - DYNAMIC ALLOCATION FUND Retail Class 12.856 16,90 1.905 10,12
2025-08-14 13F Millennium Management Llc Put 181.600 172,67 26.909 156,77
2025-08-15 13F Equitable Holdings, Inc. 2.304 28,36 341 20,92
2025-08-13 13F Victory Capital Management Inc 292.452 62,19 43.336 52,73
2025-07-21 13F Verus Financial Partners, Inc. 1.907 288
2025-08-13 13F Employees Retirement System of Texas 904 0
2025-07-31 13F R Squared Ltd 2.733 405
2025-08-14 13F Susquehanna Portfolio Strategies, LLC 37.165 5.507
2025-08-22 NP MIMPX - Global Strategist Portfolio Class I 147 2,08 22 -4,55
2025-08-27 NP Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a) 503.171 1,53 74.560 -4,39
2025-08-12 13F Cornerstone Wealth Management, LLC 2.135 0,19 316 -5,67
2025-08-11 13F Private Advisor Group, LLC 16.878 0,58 2.501 -5,27
2025-07-30 13F Bogart Wealth, LLC 1.539 5,63 228 -0,87
2025-08-27 NP HCIGX - The Institutional Growth Equity Portfolio HC Strategic Shares 10.612 20,84 1.572 13,83
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 7.216 1,31 1.086 16,79
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 132.776 0,84 19.675 -5,04
2025-08-14 13F Graham Capital Management, L.P. 41.120 37,34 6.093 29,34
2025-08-11 13F Trajan Wealth LLC 31.246 1,98 4.630 -3,96
2025-08-13 13F First Trust Advisors Lp 151.316 124,50 22.422 111,40
2025-07-15 13F Cranbrook Wealth Management, LLC 1.272 0,24 188 -5,53
2025-07-29 13F Nordea Investment Management Ab 203.294 0,32 29.905 -5,57
2025-08-01 13F New York Life Investment Management Llc 41.601 0,82 6.164 -5,07
2025-08-19 NP BUFEX - Buffalo Large Cap Fund Investor Class 5.475 23,31 811 31,87
2025-07-10 13F Signal Advisors Wealth, LLC 2.049 304
2025-08-05 13F NewSquare Capital LLC 109 6,86 16 0,00
2025-08-12 13F Clear Street Markets Llc 187 28
2025-08-27 NP Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 465 16,25 69 9,68
2025-08-27 NP RYTTX - S&P 500 2x Strategy Fund A 900 1,01 133 -5,00
2025-07-11 13F/A Umb Bank N A/mo 5.126 7,13 760 0,93
2025-08-14 13F Rafferty Asset Management, LLC 24.526 21,21 3.634 14,13
2025-08-14 13F Principia Wealth Advisory, LLC 17 13,33 3 0,00
2025-08-04 13F Buckhead Capital Management Llc 12.830 753,63 1.901 705,51
2025-08-13 13F NEOS Investment Management LLC 24.987 27,24 3.703 19,81
2025-08-11 13F Cornerstone Planning Group LLC 161 12,59 22 10,00
2025-08-07 13F Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 529.856 6,27 78.514 0,07
2025-08-06 13F Agf Management Ltd 21.304 21,27 3.157 14,18
2025-08-22 NP MBAAX - Global Strategist Portfolio Class A Shares 998 2,78 148 -3,29
2025-07-23 13F Klp Kapitalforvaltning As 135.248 36,00 20.041 28,07
2025-07-31 13F/A Avion Wealth 59 63,89 0
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2 41.892 37,39 6.208 29,37
2025-08-13 13F Loomis Sayles & Co L P 3.844.806 1,07 569.723 95.171,40
2025-08-07 13F Readystate Asset Management Lp 4.721 700
2025-08-11 13F Banque Cantonale Vaudoise 11.498 12,00 2 0,00
2025-07-08 13F Gallacher Capital Management LLC 44.717 3,86 6.626 -2,20
2025-08-01 13F Howard Capital Management Inc. 1.791 11,80 265 5,16
2025-08-14 13F Norinchukin Bank, The 16.364 13,50 2.425 6,88
2025-08-14 13F/A Rockefeller Capital Management L.P. 24.520 17,78 3.633 10,90
2025-08-27 NP Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a) 6.222 1.124,80 922 1.295,45
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 381.217 19,20 56 12,00
2025-08-14 NP FLDFX - BALANCED FUND Retail Class 14.278 19,95 2.116 12,92
2025-07-25 NP SNPE - Xtrackers S&P 500 ESG ETF 14.133 4,70 2.034 -3,60
2025-08-01 13F Markel Corp 226.451 0,44 33.556 -5,41
2025-07-24 NP NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 12 2
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 2.426 24,41 359 17,32
2025-07-25 13F Means Investment Co., Inc. 1.723 0,17 255 -5,56
2025-07-28 13F New York State Teachers Retirement System 209.543 0,04 31 -3,12
2025-08-14 13F T. Rowe Price Investment Management, Inc. 10.782.837 16,23 1.598 9,46
2025-08-27 NP PIBAX - PGIM BALANCED FUND Class A 16.900 85,71 2.504 74,98
2025-07-22 13F Iron Horse Wealth Management, LLC 293 0,69 43 -4,44
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 5.144 4,36 762 -1,68
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 7.210 25,09 1.085 44,15
2025-08-12 13F Barr E S & Co 1.452 215
2025-08-27 NP RYDEX VARIABLE TRUST - Leisure Fund Variable Annuity 671 16,09 99 10,00
2025-08-07 13F Resources Investment Advisors, LLC. 13.297 10,26 1.970 3,85
2025-06-26 NP Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K 8.299 81,72 1.249 126,50
2025-08-13 13F PineBridge Investments, L.P. 100.406 14.878
2025-07-14 13F Occidental Asset Management, LLC 2.606 11,61 386 5,18
2025-07-24 NP FIDJX - Fidelity SAI Sustainable Sector Fund 6.468 8,58 931 0,00
2025-08-11 13F Independent Advisor Alliance 8.774 15,16 1.300 8,51
2025-08-12 13F Change Path, LLC 9.339 1,77 1.384 -4,22
2025-08-14 13F LMR Partners LLP Put 2.000 296
2025-08-14 13F LMR Partners LLP Call 2.800 415
2025-08-14 13F Federation des caisses Desjardins du Quebec 17.705 72,66 2.624 62,62
2025-08-27 NP NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I 39.400 17,96 5.838 11,09
2025-08-11 13F Vanguard Group Inc 34.557.612 1,31 5.120.747 -4,60
2025-05-15 13F Nova Wealth Management, Inc. 0 0
2025-08-08 13F Horrell Capital Management, Inc. 28.137 2,17 4.169 -3,78
2025-06-26 NP Thrivent Core Funds - Thrivent Core Low Volatility Equity Fund 874 116,87 131 151,92
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 73.654 12,74 11.081 29,97
2025-08-13 13F Railway Pension Investments Ltd 94.600 69,23 14.018 59,36
2025-08-08 13F Foundations Investment Advisors, LLC 2.279 10,95 338 4,33
2025-08-29 NP WOMN - Impact Shares YWCA Women's Empowerment ETF 1.990 12,49 295 5,76
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 23.182 11,83 3.435 5,30
2025-08-07 13F Vise Technologies, Inc. 7.278 150,62 1.078 177,12
2025-08-13 13F Benedict Financial Advisors Inc 1.897 0,21 281 -5,39
2025-08-13 13F Capital Fund Management S.a. Call 34.300 114,38 5.083 101,91
2025-08-13 13F Capital Fund Management S.a. Put 17.800 2.638
2025-07-18 13F Ninety One UK Ltd 100.063 14.827
2025-08-14 13F Qube Research & Technologies Ltd 207.814 30.794
2025-08-14 13F Howard Hughes Medical Institute 60 9
2025-08-29 NP STRV - Strive 500 ETF 4.786 6,54 709 0,42
2025-08-13 13F Rsm Us Wealth Management Llc 8.589 0,72 1.273 -5,15
2025-07-31 13F Oppenheimer & Co Inc 12.986 5,37 1.924 -0,77
2025-08-07 13F Addison Advisors LLC 1.813 0,78 269 -5,30
2025-08-14 13F State Street Corp 13.131.263 2,32 1.945.791 -3,65
2025-07-28 13F Rosenberg Matthew Hamilton 615 8,47 91 2,25
2025-08-14 13F Colony Group, LLC 31.925 6,43 4.731 0,21
2025-08-22 NP CLCEX - Multi-Manager Large Cap Growth Strategies Fund Institutional Class 97.489 14.446
2025-08-14 13F Qube Research & Technologies Ltd Call 19.800 2.100,00 2.934 1.980,14
2025-08-14 13F Qube Research & Technologies Ltd Put 2.800 300,00 415 276,36
2025-08-26 NP THEQ - T. Rowe Price Hedged Equity ETF 35 6,06 5 0,00
2025-07-16 13F Plancorp, LLC 4.966 23,81 736 16,48
2025-07-08 13F Ballew Advisors, Inc 2.195 0,46 329 4,11
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 75.516 7,86 11.361 24,34
2025-07-11 13F Diversified Trust Co 9.278 113,88 1.375 101,47
2025-07-18 13F La Banque Postale Asset Management SA 26.711 37,58 3.958 29,56
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 91.395 26,23 13.543 18,86
2025-06-26 NP FBGRX - Fidelity Blue Chip Growth 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 427.500 336,30 64.313 364,72
2025-07-16 13F ORG Partners LLC 786 45,56 118 38,82
2025-08-14 13F TCG Advisory Services, LLC 2.319 59,05 344 49,78
2025-06-26 NP IMCG - iShares Morningstar Mid-Cap Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 127.269 1,37 19.146 16,86
2025-06-23 NP PLFMX - LargeCap S&P 500 Index Fund R-3 49.168 2,00 7.397 17,58
2025-08-05 13F Crestwood Advisors Group LLC 4.037 2,10 598 -3,86
2025-08-13 13F Groupe la Francaise 651 8,14 96 2,13
2025-08-28 NP IWR - iShares Russell Mid-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 968.567 1,84 143.522 -4,10
2025-07-18 13F PFG Investments, LLC 7.860 0,28 1.165 -5,60
2025-08-27 NP LGH - HCM Defender 500 Index ETF 1.743 12,16 258 5,74
2025-08-12 13F/A Cozad Asset Management Inc 3.221 0,22 477 -5,54
2025-07-28 NP SPXT - S&P 500 ex-Technology ETF 1.683 4,79 242 -3,59
2025-07-28 NP AVLC - Avantis U.S. Large Cap Equity ETF 1.803 33,06 260 22,75
2025-05-30 NP WBIL - WBI BullBear Quality 3000 ETF 2.407 379
2025-06-27 NP DUBS - Aptus Large Cap Enhanced Yield ETF 1.015 4,00 153 19,69
2025-08-12 13F LPL Financial LLC 209.556 6,37 31.052 0,17
2025-08-14 13F GWM Advisors LLC 15.078 0,43 2.234 -5,42
2025-07-17 13F LVW Advisors, LLC 1.441 214
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 15.883 2.857,73 2.286 3.213,04
2025-08-13 13F Renaissance Technologies Llc 503.600 23.880,95 74.623 22.513,03
2025-07-22 13F Confluence Wealth Services, Inc. 5.364 0,11 795 1,40
2025-07-24 13F PayPay Securities Corp 6 100,00 1
2025-07-25 13F Sather Financial Group Inc 3.700 548
2025-08-08 13F Larson Financial Group LLC 9.169 62,46 1.359 52,93
2025-08-27 NP PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 4.910 728
2025-08-07 13F HighPoint Advisor Group LLC 9.285 19,39 1.376 19,77
2025-07-14 13F UMA Financial Services, Inc. 565 2,36 84 -3,49
2025-08-14 13F Beaird Harris Wealth Management, LLC 269 6,32 40 0,00
2025-08-12 13F Weaver Consulting Group 2.511 0,04 372 -5,58
2025-07-16 13F TCI Wealth Advisors, Inc. 1.358 0,59 201 -5,19
2025-08-14 13F Jane Street Group, Llc Call 362.800 143,82 53.760 129,59
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 38.048 16,43 5.477 7,16
2025-07-21 13F HighMark Wealth Management LLC 237 0,42 35 -5,41
2025-08-11 13F Novak & Powell Financial Services, Inc. 1.495 0,34 222 -5,56
2025-08-12 13F APG Asset Management N.V. 268.000 3,20 33.831 -10,58
2025-07-25 13F JustInvest LLC 40.890 8,18 6.059 1,88
2025-07-17 13F Clean Yield Group 738 8,53 109 1,87
2025-08-26 NP PRWCX - T. Rowe Price Capital Appreciation 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 2.758.900 38,48 408.814 30,40
2025-07-31 13F AlTi Global, Inc. 2.495 5,85 370 0,00
2025-08-06 13F Prospera Financial Services Inc 7.195 3,20 1.067 -2,83
2025-08-08 13F National Pension Service 419.784 0,77 62.204 -5,11
2025-07-14 13F GAMMA Investing LLC 5.756 17,66 853 10,79
2025-08-27 13F/A Brinker Capital Investments, LLC 92.848 9,12 13.758 2,76
2025-08-14 13F Altshuler Shaham Ltd 29 4
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 17 13,33 3 100,00
2025-08-14 13F D. E. Shaw & Co., Inc. Call 3.700 548
2025-07-08 13F Parallel Advisors, LLC 5.008 2,77 742 -3,13
2025-08-14 13F D. E. Shaw & Co., Inc. 729.606 110,09 108.113 97,84
2025-07-30 13F Clifford Swan Investment Counsel Llc 1.513 0,07 224 -5,49
2025-06-30 NP FLAG - Global X S&P 500 U.S. Market Leaders Top 50 ETF 116 17
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 43.929 8,92 6.609 25,56
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 3.671 422,93 544 496,70
2025-08-26 NP MCDS - JPMorgan Fundamental Data Science Mid Core ETF 318 47
2025-08-27 NP Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 73.823 27,45 10.939 20,02
2025-08-27 NP RYLIX - Leisure Fund Investor Class 1.337 42,69 198 34,69
2025-08-20 NP QMHIX - AQR Managed Futures Strategy HV Fund Class I 5.220 773
2025-08-07 13F Cascade Financial Partners, LLC 1.763 9,30 261 3,16
2025-08-07 13F Magellan Asset Management Ltd 2.306.932 35,89 341.841 27,96
2025-08-26 NP Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares 12.091 127,75 1.792 114,49
2025-07-24 13F Conning Inc. 2.279 2,20 338 -3,71
2025-06-26 NP CRTVX - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares 877 132
2025-08-14 13F Canada Pension Plan Investment Board 354.064 59,52 52.465 50,22
2025-08-20 NP QHFRX - AQR MS Fusion HV Fund Class R6 Short -34 -5
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 618.616 0,60 93.065 15,97
2025-07-25 13F Welch Group, LLC 5.398 9,09 800 3,77
2025-08-13 13F Scotia Capital Inc. 35.023 3,85 5.190 -2,22
2025-08-22 NP FELV - Fidelity Enhanced Large Cap Value ETF 11.388 1.687
2025-08-12 13F Inscription Capital, LLC 3.043 451
2025-05-15 13F Rakuten Investment Management, Inc. 25.507 60,02 3.973 78,12
2025-08-12 13F Personal Cfo Solutions, Llc 7.202 50,54 1.067 41,89
2025-07-29 13F Chevy Chase Trust Holdings, Inc. 153.513 0,30 22.748 -5,55
2025-08-14 13F Moneta Group Investment Advisors Llc 4.643 1,09 688 -4,85
2025-08-27 NP VIMSX - Vanguard Mid-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 6.135.482 2,08 909.156 -3,88
2025-07-02 13F First Financial Bank - Trust Division 2.207 1,66 327 -4,11
2025-07-09 13F GSG Advisors LLC 1.414 0,43 210 2,45
2025-07-10 13F Charter Oak Capital Management, LLC 5.672 6,66 841 0,48
2025-07-21 13F Zwj Investment Counsel Inc 163.530 6,43 24.232 0,22
2025-07-24 NP Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 18 3
2025-07-29 13F Cidel Asset Management Inc 1.408 4,76 209 -1,42
2025-05-23 NP ACSI - American Customer Satisfaction ETF 19.169 26,11 3.016 47,92
2025-07-31 13F Sumitomo Mitsui Trust Holdings, Inc. 686.171 1,67 101.677 -4,26
2025-08-14 13F Benjamin Edwards Inc 5.928 15,65 878 8,93
2025-08-27 NP CGJAX - Calvert US Large-Cap Growth Responsible Index Fund Class A 10.445 29,69 1.548 22,10
2025-08-14 13F Delta Global Management LP 10.745 1.592
2025-08-11 13F Citigroup Inc 446.550 26,09 66.170 18,73
2025-07-25 NP QARP - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 266 5,98 38 -2,56
2025-08-28 NP TMLCX - Simt Tax-managed Large Cap Fund Class F 49.680 7.362
2025-07-24 13F KFA Private Wealth Group, LLC 1.468 218
2025-08-08 13F Vestcor Inc 55.821 1,81 8 0,00
2025-08-14 13F Verition Fund Management LLC Put 27.200 4.030
2025-06-25 NP FAD - First Trust Multi Cap Growth AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5.608 148,03 844 171,06
2025-08-14 13F Verition Fund Management LLC Call 34.500 315,66 5.112 291,42
2025-08-14 13F IHT Wealth Management, LLC 3.571 18,09 529 11,37
2025-07-18 13F Impact Capital Partners LLC 2.409 0,84 357 -5,07
2025-08-04 13F Assetmark, Inc 6.727 77,49 997 67,11
2025-08-08 13F MTM Investment Management, LLC 487 72
2025-08-20 NP QMFNX - AQR MS Fusion Fund Class N Short -32 -5
2025-08-14 13F Snowden Capital Advisors LLC 39.202 1,42 5.809 -4,51
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 6.951 222,85 1.030 204,44
2025-08-27 NP OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio 2.974 441
2025-08-13 13F Ostrum Asset Management 12.083 24,17 1.790 16,92
2025-08-01 13F Advisory Alpha, LLC 3.853 18,63 571 11,55
2025-08-08 13F IMA Wealth, Inc. 1 0
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 5.312 213,95 765 226,50
2025-08-29 NP EPS - WisdomTree U.S. LargeCap Fund N/A 4.619 1,43 684 -4,47
2025-07-30 13F Crewe Advisors LLC 1.705 0,18 253 -5,62
2025-07-29 13F Tradewinds Capital Management, LLC 741 0,27 110 -6,03
2025-07-15 13F Harrell Investment Partners, Llc 3.761 557
2025-08-05 13F Texas Bank & Trust Co 1.725 6,15 256 0,00
2025-07-11 13F Farther Finance Advisors, LLC 3.226 7,00 478 -0,42
2025-07-30 13F Benin Management CORP 2.131 316
2025-06-23 NP LVPIX - Large-cap Value Profund Investor Class 909 1.217,39 137 1.411,11
2025-08-11 13F Bell Investment Advisors, Inc 407 169,54 60 160,87
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 10 25,00 2 0,00
2025-07-23 13F Valmark Advisers, Inc. 1.915 3,74 284 -2,41
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 1.671 12,83 248 6,01
2025-08-13 13F Azimuth Capital Investment Management LLC 79.940 1.538,11 11.846 1.444,33
2025-07-28 13F JGP Wealth Management, LLC 2.880 32,11 427 24,20
2025-08-14 13F Warren Averett Asset Management, LLC 5.903 0,31 875 -5,62
2025-08-11 13F Strategic Wealth Partners, Ltd. 617 91
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 1.245 10,86 179 2,29
2025-08-07 13F 1st Source Bank 16.744 0,40 2.481 -5,45
2025-07-29 13F Regions Financial Corp 8.289 0,08 1.228 -5,76
2025-08-12 13F Evelyn Partners Investment Management Services Ltd 582 29,91 49 -5,88
2025-07-09 13F Czech National Bank 67.944 6,00 10.068 -0,19
2025-06-27 NP YOKE - Yoke Core ETF 2.047 308
2025-08-04 13F Quaker Wealth Management, LLC 6 1
2025-08-11 13F HighTower Advisors, LLC 65.609 0,91 9.722 -4,98
2025-06-26 NP ETLGX - E*TRADE No Fee Large Cap Index Fund 38 6
2025-08-13 13F Cerity Partners LLC 109.967 0,86 16.295 -5,02
2025-07-22 NP GLOV - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 44.703 6,78 6.435 -1,71
2025-08-29 NP STXG - Strive 1000 Growth ETF 627 4,33 93 -2,13
2025-08-26 NP FMSGX - Frontier MFG Global Sustainable Fund Institutional Class Shares 7.794 39,88 1.155 31,74
2025-08-08 13F Creative Planning 111.144 4,39 16.469 -1,70
2025-08-11 13F Nomura Asset Management Co Ltd 124.144 3,27 18.396 -2,75
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 4.329 6,81 651 23,30
2025-08-14 13F Erste Asset Management GmbH 15.968 2.362
2025-08-13 13F GeoWealth Management, LLC 2.497 69,06 370 59,48
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 3.267 37,44 484 29,41
2025-08-12 13F Axq Capital, Lp 7.335 1.087
2025-08-25 NP GONIX - Gotham Neutral Fund Institutional Class 1.739 6,43 258 0,00
2025-07-30 NP GDE - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 587 104,53 84 90,91
2025-07-24 NP USCL - iShares Climate Conscious & Transition MSCI USA ETF 19.033 6,27 2.740 -2,18
2025-07-29 13F Chicago Partners Investment Group LLC 2.930 23,94 433 22,66
2025-08-14 13F Boothbay Fund Management, Llc 43.265 1.718,62 6.411 1.614,17
2025-08-12 13F Entropy Technologies, LP 41.727 6.183
2025-08-29 NP DLN - WisdomTree U.S. LargeCap Dividend Fund N/A 60.247 2,93 8.927 -3,07
2025-07-22 13F UniSuper Management Pty Ltd 24.451 2,31 3.623 -3,64
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 17.618 10,10 2.536 1,32
2025-08-14 13F Treasurer of the State of North Carolina 130.205 0,97 19 -5,00
2025-08-08 13F Gts Securities Llc 1.779 264
2025-07-16 13F Dakota Wealth Management 8.910 19,61 1.320 12,63
2025-08-12 13F Elo Mutual Pension Insurance Co 29.156 36,45 4.320 28,49
2025-08-13 13F GM Advisory Group, Inc. 2.104 0,53 312 -5,47
2025-08-13 13F Capital Fund Management S.a. 203.482 291,24 30.152 268,41
2025-08-05 13F Elyxium Wealth, LLC 2.363 7,31 350 1,16
2025-08-08 13F Mv Capital Management, Inc. 229 1,33 34 -5,71
2025-06-27 NP BRNY - Burney U.S. Factor Rotation ETF 9.902 1.490
2025-08-14 13F Parallax Volatility Advisers, L.P. 1.524 226
2025-05-27 NP MGRO - VanEck Morningstar Wide Moat Growth ETF 154 1,32 24 20,00
2025-06-26 NP DFVEX - U.s. Vector Equity Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4.192 21,16 631 39,69
2025-08-05 13F American Capital Advisory, LLC 8 100,00 1
2025-08-06 13F Anchor Capital Advisors Llc 280.546 19,13 41.571 12,18
2025-08-14 13F Wells Fargo & Company/mn 757.413 16,76 112.234 9,95
2025-07-22 13F Iowa State Bank 21.213 2,54 3.143 -3,44
2025-07-25 NP USCA - Xtrackers MSCI USA Climate Action Equity ETF 22.669 0,39 3.263 -7,59
2025-07-17 13F/A Capital Investment Advisors, LLC 9.095 2,79 1.348 -3,23
2025-07-29 13F Private Wealth Management Group, LLC 47 2,17 7 -14,29
2025-07-21 13F Ashton Thomas Securities, Llc 5.195 0,70 770 -5,18
2025-05-30 NP WBIF - WBI BullBear Value 3000 ETF 3.240 510
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 128.418 8,32 19.319 24,87
2025-08-05 13F Obermeyer Wood Investment Counsel, Lllp 1.708 1,01 253 -4,89
2025-07-28 13F Ritholtz Wealth Management 2.812 6,27 417 0,00
2025-07-25 13F Stephens Consulting, LLC 510 2,00 76 -3,85
2025-05-30 NP SIFAX - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 0 -100,00 0 -100,00
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 8.194 1,56 1.233 17,11
2025-07-16 13F Highline Wealth Partners Llc 50 16,28 7 16,67
2025-08-04 13F Hantz Financial Services, Inc. 1.108 111,85 0
2025-08-11 13F Wealthspire Advisors, LLC 4.808 11,43 712 5,01
2025-08-01 13F Rossby Financial, LCC 33 5
2025-08-14 13F Dagco, Inc. 660 325,81 98 304,17
2025-07-25 NP HIDV - AB US High Dividend ETF 2.954 425
2025-08-26 NP IWS - iShares Russell Mid-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 271.543 0,24 40.237 -5,60
2025-08-13 13F Centiva Capital, LP 7.999 1.185
2025-08-18 NP PACIFIC SELECT FUND - Hedged Equity Portfolio Class P 15.820 1,82 2.344 -4,09
2025-07-24 NP HNDRX - Horizon Defined Risk Fund Investor Class 4.262 8,20 613 -0,33
2025-08-20 NP QSPIX - AQR Style Premia Alternative Fund Class I 2.770 410
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 153.512 4,30 22.747 -1,79
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 18.322 4,51 2.756 20,51
2025-08-14 13F Aqr Capital Management Llc 149.562 141,81 22.162 131,14
2025-08-25 NP GARIX - Gotham Absolute Return Fund Institutional Class 19.040 17,79 2.821 10,93
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 29.469 3,56 4 0,00
2025-07-24 13F JB Capital LLC 1.592 6,77 236 0,43
2025-06-26 NP FBCG - Fidelity Blue Chip Growth 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 32.192 1.131,99 4.843 1.212,20
2025-08-14 13F Comerica Bank 76.748 1,92 11.372 -4,03
2025-08-29 NP Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 6.622 12,58 981 6,05
2025-07-22 NP GGUS - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 1.447 6,71 208 -1,89
2025-08-14 13F EP Wealth Advisors, Inc. 15.792 11,81 2.340 5,31
2025-08-25 NP GDLFX - Gotham Defensive Long 500 Fund Institutional Class 168 273,33 25 242,86
2025-08-18 13F/A Kestra Investment Management, LLC 158 2.533,33 23
2025-08-26 NP EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 652 0,31 97 -5,88
2025-08-14 13F Winton Capital Group Ltd 11.365 1.684
2025-08-20 13F/A Coppell Advisory Solutions LLC 13.655 2.027
2025-07-25 13F Johnson Investment Counsel Inc 11.622 2,32 1.722 -3,64
2025-07-23 13F Maryland State Retirement & Pension System 13.548 2,86 2.008 -3,14
2025-08-12 13F Franklin Resources Inc 221.878 18,29 32.878 11,38
2025-08-14 13F Principal Street Partners, LLC 1.694 251
2025-08-13 13F Bare Financial Services, Inc 35 600,00 5
2025-07-28 NP POWA - Invesco Defensive Equity 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 24.669 41,88 3.551 58,69
2025-07-23 13F Northern Financial Advisors Inc 3.762 2,65 557 -3,30
2025-08-27 NP VSLU - Applied Finance Valuation Large Cap ETF 4.089 2,64 606 -3,35
2025-08-14 13F Full Sail Capital, LLC 6.597 2,26 978 -3,74
2025-07-24 13F Monument Capital Management 1.415 10,37 210 3,98
2025-08-13 13F Cary Street Partner Investment Advisory Llc 1.417 7,19 210 0,48
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 995 15,97 147 8,89
2025-04-29 NP SGMAX - SIIT Global Managed Volatility Fund Class A 21.336 307,49 3.336 358,87
2025-07-29 NP SDLAX - SIIT Dynamic Asset Allocation Fund - Class A 7.308 17,13 1.052 7,79
2025-08-14 13F Atomi Financial Group, Inc. 3.344 2,92 496 -3,13
2025-08-27 NP BBGLX - Bridge Builder Large Cap Growth Fund 1.638.135 27,13 242.739 19,71
2025-08-26 NP GPIX - Goldman Sachs S&P 500 Core Premium Income ETF 5.598 72,51 830 62,55
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 1.327 13,61 197 7,10
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation 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 9.994 1.127,76 1.481 1.296,23
2025-07-22 13F Olistico Wealth, LLC 138 27,78 20 25,00
2025-08-26 NP ITRAX - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV 276.000 39,04 40.898 30,93
2025-08-25 NP AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1 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 33.673 18,46 4.990 11,56
2025-07-22 13F Gf Fund Management Co. Ltd. 5.499 815
2025-08-11 13F GW&K Investment Management, LLC 170 5,59 0
2025-08-27 NP MXXIX - Marsico 21st Century Fund 47.756 100,27 7.076 88,59
2025-08-25 NP MMBDX - MassMutual Premier Balanced Fund Class A 1.728 23,16 256 16,36
2025-06-25 NP WMLIX - Wilmington Large-Cap Strategy Fund Class I Shares 3.000 3,45 451 19,31
2025-07-28 NP AVUQ - Avantis U.S. Quality ETF 1.301 187
2025-08-11 13F Great Lakes Advisors, Llc 3.064 1,76 454 -4,02
2025-08-28 NP XLY - The Consumer Discretionary 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 1.623.099 2,48 240.511 -3,50
2025-07-31 13F FSM Wealth Advisors, LLC 2.400 22,39 361 16,88
2025-08-28 NP ONEO - SPDR Russell 1000 Momentum Focus 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 876 45,76 130 37,23
2025-08-06 13F Stone House Investment Management, LLC 162 45,95 24 35,29
2025-08-25 NP EMOT - First Trust S&P 500 Economic Moat ETF 627 0,16 93 -6,12
2025-04-30 13F Sofos Investments, Inc. 240 38
2025-07-24 NP USRAX - Horizon Defensive Multi-Factor Fund Investor Class 14.221 2.047
2025-08-26 NP JHTRX - JPMorgan Hedged Equity 3 Fund Class R6 111.822 4,97 16.570 -1,16
2025-07-16 13F Crowley Wealth Management, Inc. 175 0,57 26 -7,41
2025-08-05 13F iA Global Asset Management Inc. 14.363 2
2025-06-24 NP FGSAX - Federated MDT Mid Cap Growth Fund Class A Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 62.766 263,86 9.443 287,60
2025-08-06 13F True Wealth Design, LLC 145 5,84 21 0,00
2025-08-05 13F Plante Moran Financial Advisors, LLC 4.330 217,68 642 199,53
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 5.608 14,43 844 31,92
2025-08-05 13F Cassaday & Co Wealth Management LLC 19.226 5,56 2.849 -0,59
2025-08-13 13F State Board Of Administration Of Florida Retirement System 299.472 1,14 44.376 -4,76
2025-07-23 13F Secured Retirement Advisors, Llc 9.933 8,32 1.472 2,01
2025-06-24 NP MXCCX - Federated Max-Cap Index Fund Class C Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.226 13,62 184 31,43
2025-03-12 13F/A Private Capital Management Llc 1.707 0,29 226 -3,83
2025-08-06 13F Aspect Partners, LLC 330 153,85 49 140,00
2025-07-08 13F Range Financial Group LLC 1.938 15,77 287 9,13
2025-08-14 13F Bank Of America Corp /de/ 4.493.683 1,72 665.874 -4,21
2025-08-06 13F Nvwm, Llc 250 2,04 37 -2,63
2025-07-22 13F HFM Investment Advisors, LLC 162 1,89 24 0,00
2025-08-13 13F Capital International Inc /ca/ 331.377 9,25 49.103 2,88
2025-07-29 NP GINX - SGI Enhanced Global Income ETF 5.205 749
2025-07-29 NP Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF 25.917 5,28 3.730 -3,09
2025-08-04 13F Strs Ohio 6.663 987
2025-07-29 NP SGLIX - SGI Global Equity Fund Class I Shares 4.719 679
2025-07-25 13F Sequoia Financial Advisors, LLC 17.140 24,01 2.540 16,74
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 11.782 0,67 1.772 16,04
2025-07-24 13F Callan Family Office, LLC 7.043 326,07 1.044 301,15
2025-05-22 NP AQMIX - AQR Managed Futures Strategy Fund Class I 0 -100,00 0 -100,00
2025-07-29 13F Oxbow Advisors, LLC 22.444 992,70 3.326 929,41
2025-07-15 13F IMS Capital Management 2.993 5,24 444 -0,89
2025-08-29 NP MFUS - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 2.241 15,40 332 8,85
2025-08-27 NP RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 430 283,93 64 270,59
2025-08-04 13F Atria Investments Llc 27.349 1,67 4.053 -4,25
2025-08-28 NP SEIQ - SEI Enhanced U.S. Large Cap Quality Factor ETF 52.880 15,59 7.836 8,85
2025-08-07 13F Lakeridge Wealth Management LLC 1.416 0,14 210 -5,86
2025-07-23 13F Richwood Investment Advisors, LLC 3.713 5,69 550 -0,36
2025-07-28 NP ISPY - ProShares S&P 500 High Income ETF 4.396 17,63 633 8,22
2025-07-16 NP CGDG - Capital Group Dividend Growers ETF Share Class 126.010 30,52 18.138 20,14
2025-08-14 13F Voleon Capital Management Lp 10.882 145,42 1.612 131,28
2025-08-14 13F Financial Network Wealth Advisors LLC 40 21,21 6 0,00
2025-08-12 13F Jpmorgan Chase & Co Call 100 15
2025-08-13 13F Trustmark National Bank Trust Department 11.563 2,39 1.713 -3,60
2025-08-13 13F Mount Yale Investment Advisors, LLC 2.524 6,68 374 0,54
2025-08-13 13F Fisher Asset Management, LLC 70.125 13,03 10.391 6,43
2025-08-14 13F Atom Investors LP 6.575 974
2025-07-15 13F Focused Wealth Management, Inc Put 2.200 326
2025-07-25 13F Lion Street Advisors, LLC 1.597 0,50 237 -5,60
2025-08-07 13F Midwest Trust Co 4.701 697
2025-07-25 13F Cypress Capital Group 2.448 363
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 3.462 212,17 513 245,95
2025-06-26 NP FSBDX - Fidelity Series Blue Chip Growth 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 78.000 282,35 11.734 307,29
2025-08-19 NP RIFAX - U.S. Strategic Equity Fund 3.111 24,09 461 61,97
2025-07-08 13F Nbc Securities, Inc. 1.211 13,28 0
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 840 20,52 126 40,00
2025-08-14 13F Destination Wealth Management 2.306 1,18 342 -4,75
2025-08-20 NP QLFIX - AQR LSE Fusion Fund Class I Short -21 -3
2025-08-14 13F Boston Private Wealth Llc 3.913 580
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 18.276 47,26 2.749 69,80
2025-08-08 13F Hartland & Co., LLC 11.181 36,35 1.657 28,37
2025-08-14 13F Axa S.a. 99.825 51,32 14.792 42,50
2025-08-05 13F Machina Capital S.a.s. 13.217 42,49 1.958 34,20
2025-07-17 13F Farmers & Merchants Trust Co of Long Beach 1.565 1,82 232 -4,15
2025-08-12 13F Global Retirement Partners, LLC 1.483 6,61 220 17,74
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 1.360 33,99 202 26,42
2025-08-13 13F Bank Of Nova Scotia 76.642 108,36 11.357 96,20
2025-08-26 NP TSPA - T. Rowe Price U.S. Equity Research ETF 10.786 47,75 1.598 39,20
2025-08-26 NP Institutional Investment Strategy Fund 20 33,33 3 0,00
2025-06-26 NP AMTAX - AB All Market Real Return Portfolio Class A 6.610 994
2025-07-29 13F Cottonwood Capital Advisors, Llc 1.354 5,12 201 -0,99
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 127.514 1,34 19.183 16,83
2025-08-15 13F Caxton Associates Llp 1.865 276
2025-08-04 13F IFG Advisory, LLC 2.001 0,20 297 -5,73
2025-08-07 13F Navellier & Associates Inc 4.066 0,49 602 1,52
2025-08-12 13F American Century Companies Inc 93.110 50,01 13.797 41,26
2025-08-13 13F Healthcare Of Ontario Pension Plan Trust Fund 11.088 233,27 1.643 214,15
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 33.644 4.985
2025-08-25 NP MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class 31.911 38,36 4.729 30,28
2025-08-13 13F Hsbc Holdings Plc 879.254 7,90 130.068 1,56
2025-08-11 13F One Capital Management, LLC 2.002 3,73 297 -2,31
2025-08-14 NP FLSPX - SPECTRUM FUND Retail Class 7.900 6,04 1.171 -0,17
2025-08-22 NP PHEQ - Parametric Hedged Equity ETF 2.407 9,86 357 3,49
2025-07-30 NP OUSA - ALPS | O'Shares U.S. Quality Dividend ETF Shares 35.130 0,39 5.057 -7,59
2025-07-25 NP PMSAX - Global Multi-Strategy Fund Class A 2.465 11,64 355 2,61
2025-07-29 13F TFC Financial Management 87 1,16 13 -7,69
2025-08-14 13F Mariner, LLC 72.895 4,51 10.803 -1,58
2025-07-16 13F Perigon Wealth Management, LLC 11.700 1,17 1.734 -4,73
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 4.400 22,22 652 15,02
2025-07-30 13F Cullen/frost Bankers, Inc. 5.413 9,16 802 2,82
2025-08-04 13F Syverson Strege & Co 1.389 206
2025-08-27 NP JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 3.323 89,99 492 78,91
2025-08-14 13F Scott Marsh Financial, LLC 1.390 206
2025-06-27 NP SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1 4.864 11,74 732 28,70
2025-08-14 13F Susquehanna International Group, Llp 61.107 81,27 9.055 70,70
2025-08-25 NP GCHDX - Gotham Hedged Core Fund Institutional Class 367 9,88 54 3,85
2025-08-14 13F Susquehanna International Group, Llp Call 357.000 10,63 52.900 4,17
2025-08-06 13F AE Wealth Management LLC 155.398 5,72 23.027 -0,45
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 4.258 159,32 631 177,53
2025-08-27 NP HCSRX - The Catholic SRI Growth Portfolio HC Strategic Shares 276 40,10 41 33,33
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 8.934.790 1,34 1.323.957 -4,57
2025-07-25 NP LOWV - AB US Low Volatility Equity ETF 4.525 3,71 651 -4,55
2025-08-14 13F Royal Bank Of Canada 701.272 50,68 103.915 41,89
2025-08-04 13F Arkadios Wealth Advisors 2.587 0,78 383 -4,96
2025-08-13 13F Amundi 1.311.849 115,78 197.013 100,72
2025-08-08 13F OmniStar Financial Group, Inc. 1.949 20,38 289 12,94
2025-08-14 13F Syon Capital Llc 6.013 53,31 891 44,41
2025-08-22 NP FMDE - Fidelity Enhanced Mid Cap ETF 17.828 21,58 2.642 14,48
2025-07-30 13F DekaBank Deutsche Girozentrale 635.355 3,44 95 -1,05
2025-08-13 13F Gibbs Wealth Management 1.639 243
2025-08-07 13F Sound View Wealth Advisors Group, LLC 2.447 0,12 363 -5,73
2025-07-10 13F Sumitomo Mitsui DS Asset Management Company, Ltd 35.455 0,14 5.254 -5,71
2025-07-11 13F Marshall & Sullivan Inc /wa/ 712 106
2025-08-12 13F J.w. Cole Advisors, Inc. 10.440 17,28 1.547 10,43
2025-08-14 13F Raymond James Financial Inc 433.910 0,75 64.297 -5,13
2025-08-07 13F Meeder Asset Management Inc 86.260 20,80 12.782 13,76
2025-08-27 NP Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A 122.571 3,72 18.163 -2,33
2025-08-21 NP MXMGX - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class 209.770 9,05 31.084 2,68
2025-08-08 13F Citizens Financial Group Inc/ri 11.366 8,90 1.684 2,56
2025-08-22 NP DFVE - DoubleLine Fortune 500 Equal Weight ETF 235 35
2025-08-11 13F Rothschild Investment Llc 1.194 1,10 177 -4,86
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 617 74,29 91 65,45
2025-08-07 13F Allworth Financial LP 14.107 36,58 2.090 37,14
2025-07-17 13F Beacon Capital Management, LLC 659 0,46 98 -5,83
2025-08-14 13F First Manhattan Co 58.246 0,10 8.631 -5,74
2025-08-14 NP FLCGX - QUANTEX FUND Retail Class 132 14,78 20 5,56
2025-08-14 13F Alliance Wealth Advisors, LLC /UT 2.274 35,44 337 27,27
2025-08-01 13F Mizuho Securities Usa Llc 19.205 2.846
2025-08-20 NP QMNIX - AQR Equity Market Neutral Fund Class I Short -39.769 -5.893
2025-04-29 NP SEIAX - SIIT Multi-Asset Real Return Fund - Class A 0 -100,00 0 -100,00
2025-04-28 NP PTL - Inspire 500 ETF 5.272 11,01 824 25,04
2025-07-25 13F Keener Financial Planning LLC 100 0
2025-05-15 13F Kodai Capital Management LP 164.701 25.917
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 42.299 3,69 6.268 -2,37
2025-08-08 13F Tortoise Investment Management, LLC 1.443 1,55 214 -4,48
2025-08-01 13F Fjarde Ap-fonden /fourth Swedish National Pension Fund 130.080 20,58 19 18,75
2025-06-26 NP SMNCX - Steward Equity Market Neutral Fund Class C 0 -100,00 0 -100,00
2025-08-27 NP PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 108.500 60,27 16.078 50,92
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 83.652 0,41 12.585 15,76
2025-08-11 13F NewEdge Wealth, LLC 3.779 5,00 539 -4,95
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 314 0,32 47 -6,12
2025-08-06 13F OneAscent Wealth Management LLC 2.098 0
2025-08-07 13F Fidelis Capital Partners, LLC 1.654 0,30 234 -3,72
2025-08-14 13F Chilton Investment Co Llc 4.814 17,07 713 10,20
2025-08-04 13F Kovack Advisors, Inc. 4.004 11,13 593 4,59
2025-08-26 NP JEPI - JPMorgan Equity Premium Income ETF 3.682.105 5,26 545.614 -0,88
2025-08-26 13F/A Thrivent Financial For Lutherans 29.192 126,12 4 300,00
2025-06-26 NP TBLRX - Transamerica Balanced II R 1.488 0,95 224 16,15
2025-08-05 13F Westside Investment Management, Inc. 109 445,00 16 433,33
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 90.937 0,05 13.681 15,34
2025-08-22 NP CVLC - Calvert US Large-Cap Core Responsible Index ETF 4.019 10,35 596 3,84
2025-08-14 13F Fiduciary Trust Co 9.458 0,83 1.401 -5,08
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 19.232 2,80 2.893 18,52
2025-07-30 13F Retirement Planning Group 1.720 255
2025-08-07 13F Sierra Ocean, Llc 67 3,08 10 -10,00
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 12.531 1.857
2025-08-12 13F Mufg Securities Americas Inc. 6.160 24,70 913 17,37
2025-06-26 NP HFIGX - Hartford Schroders Diversified Growth Fund Class I 356 32,34 54 51,43
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 7.890.771 1,77 1.169.254 -4,17
2025-08-26 NP JUSA - JPMorgan U.S. Research Enhanced Large Cap ETF 542 66,26 80 56,86
2025-08-18 NP PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I 33.436 4.955
2025-07-28 13F Private Wealth Asset Management, LLC 297 219,35 44 214,29
2025-08-19 13F Newbridge Financial Services Group, Inc. 590 0,51 87 -5,43
2025-07-28 13F Allianz Asset Management GmbH 175.464 251,72 26.000 231,21
2025-08-13 13F EverSource Wealth Advisors, LLC 1.705 44,13 253 35,48
2025-08-01 13F Schmidt P J Investment Management Inc 7.326 1,74 1.086 -4,24
2025-08-04 13F Retirement Systems of Alabama 290.283 384,05 43.014 355,85
2025-08-05 13F Sigma Planning Corp 2.574 5,19 381 -1,04
2025-08-26 NP JLPSX - JPMorgan U.S. Large Cap Core Plus Fund Class I 206.157 1,98 30.548 -3,97
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 1.227 10,44 185 27,78
2025-05-01 13F Quest 10 Wealth Builders, Inc. 65 10
2025-08-26 NP SPFFX - Sphere 500 Climate Fund 230 20,42 34 13,33
2025-08-15 13F Binnacle Investments Inc 28 460,00 4
2025-08-12 13F Wealthbridge Capital Management, Llc 2.222 0,18 329 -5,73
2025-08-13 13F Shepherd Financial Partners LLC 1.483 0,27 220 -5,60
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 52.099 1,94 7.720 -4,00
2025-07-23 13F Elevate Wealth Advisory, Inc 2.202 0,36 326 -5,51
2025-08-18 13F Onefund, Llc 646 0
2025-07-29 13F Koshinski Asset Management, Inc. 3.363 2,66 498 -3,30
2025-07-29 NP MPMCX - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 2.664 383
2025-07-09 13F Fiduciary Alliance LLC 2.649 10,10 393 3,70
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 133.758 5,97 19.253 -2,45
2025-08-26 NP TVAL - T. Rowe Price Value ETF 14.401 27,52 2.134 20,03
2025-08-28 NP TOPC - iShares S&P 500 3% Capped ETF 63 9
2025-08-12 13F Laurel Wealth Advisors LLC 207.452 14.718,00 1 -99,55
2025-08-11 13F Principal Securities, Inc. 7.158 43,25 1.061 58,21
2025-07-16 13F Signaturefd, Llc 7.097 0,74 1.052 -5,14
2025-08-14 13F Xponance, Inc. 55.428 9,90 8.213 3,49
2025-07-15 13F Mather Group, Llc. 1.919 0,58 284 -5,33
2025-08-14 13F Quarry LP 3.173 170,96 470 155,43
2025-06-26 NP SJGIX - Steward Large Cap Growth Fund Institutional Class 1.000 150
2025-08-11 13F Westpac Banking Corp 57.806 31,90 8.566 24,20
2025-07-29 NP Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 256 27,36 37 16,13
2025-07-14 13F Southland Equity Partners LLC 5.640 0,23 836 -5,65
2025-04-25 13F Smallwood Wealth Investment Management, LLC 382 60
2025-08-25 NP MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 27.097 1,54 4.015 -4,38
2025-07-24 13F Jfs Wealth Advisors, Llc 1.189 0,25 176 -5,38
2025-08-14 13F Brevan Howard Capital Management LP 44.402 413,91 6.579 384,11
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 265.993 2,26 39.415 -3,71
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 59.480 2,46 8.948 18,13
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 55.419 8.212
2025-08-13 13F Quadrature Capital Ltd 26.722 3.958
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 126.281 2,22 18.998 17,84
2025-07-25 13F Cwm, Llc 14.536 1,89 2 0,00
2025-07-30 13F Forum Financial Management, LP 3.263 6,15 484 0,00
2025-08-27 NP AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I 17.935 2.658
2025-08-26 NP Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares 13.371 1.823,88 1.981 1.717,43
2025-08-08 13F Mitsubishi UFJ Trust & Banking Corp 200.489 0,86 29.708 -5,03
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 93.336 8,96 13.435 0,30
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 43.398 6,11 6.247 -2,33
2025-08-12 13F North Star Asset Management Inc 8.251 0,45 1.223 -5,42
2025-07-07 13F Versant Capital Management, Inc 2.176 57,34 322 48,39
2025-07-21 13F Synergy Financial Management, LLC 1.400 207
2025-08-05 13F Access Investment Management LLC 61 9
2025-08-28 NP BEQGX - Equity Growth 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 31.650 161,42 4.690 177,29
2025-07-22 13F Capital Advisors Inc/ok 19.373 0,10 2.871 -5,75
2025-08-14 13F DecisionPoint Financial, LLC 202 1,00 30 -3,23
2025-08-12 13F Integrated Advisors Network LLC 1.763 5,51 261 -0,38
2025-08-14 13F Point72 Asset Management, L.P. Put 2.100 61,54 311 52,45
2025-08-14 13F Stifel Financial Corp 219.588 5,86 32.539 -0,32
2025-08-27 NP JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I) 611.419 37,39 90.600 29,38
2025-07-10 13F Mn Services Vermogensbeheer B.V. 104.100 0,29 15 -6,25
2025-08-12 13F BlackRock, Inc. 27.321.216 3,99 4.048.458 -2,07
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 873 2,46 129 -3,73
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 437 9,52 65 3,23
2025-06-24 NP SWMCX - Schwab U.S. Mid-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 46.871 16,43 7.051 34,23
2025-08-12 13F Marshall & Sterling Wealth Advisors Inc. 119 0,85 18 -5,56
2025-08-27 NP JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I) 60.391 15,61 8.949 8,86
2025-06-26 NP FLAPX - Fidelity Flex Mid 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 12.489 10,15 1.879 26,98
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 72.592 8,35 10.921 24,91
2025-08-26 NP JDESX - JPMorgan U.S. Research Enhanced Equity Fund Class I 368.860 1,25 54.658 -4,65
2025-08-12 13F Dimensional Fund Advisors Lp 959.468 1,20 142.180 -4,69
2025-07-24 13F Us Bancorp \de\ 102.875 1,41 15.244 -4,50
2025-07-11 13F Assenagon Asset Management S.A. 502.267 2.288,11 74.426 2.149,17
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 34.286 7,52 4.935 -1,02
2025-08-14 13F RMB Capital Management, LLC 2.350 348
2025-08-27 NP Liberty All Star Equity Fund 109.600 28,59 16.241 21,09
2025-08-07 13F Illinois Municipal Retirement Fund 116.656 18,85 17.286 11,92
2025-08-13 13F Invesco Ltd. 2.789.728 34,34 413.382 26,51
2025-08-06 13F Modera Wealth Management, LLC 4.840 0,35 717 -5,41
2025-06-26 NP TIEIX - TIAA-CREF Equity Index Fund Institutional Class 244.862 7,86 36.837 24,34
2025-06-26 NP IEDI - iShares Evolved U.S. Discretionary Spending 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 2.101 8,35 316 24,90
2025-06-26 NP FBCGX - Fidelity Blue Chip Growth 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 97.250 436,85 14.630 471,93
2025-08-27 NP Advanced Series Trust - Ast Advanced Strategies Portfolio 21.900 21,67 3.245 14,58
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 4.596 135,45 681 152,22
2025-08-28 NP MODL - VictoryShares WestEnd U.S. Sector ETF 2.840 4,87 421 -1,41
2025-06-24 NP MYSPX - MainStay MacKay S&P 500 Index Fund Investor Class 8.624 0,72 1.297 16,11
2025-07-09 13F Aaron Wealth Advisors LLC 1.597 237
2025-08-28 NP ONEV - SPDR Russell 1000 Low Volatility Focus 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 17.634 21,15 2.613 14,10
2025-07-22 13F IMC-Chicago, LLC Put 51.600 36,15 7.646 28,22
2025-08-13 13F PharVision Advisers, LLC 1.673 18,48 248 11,26
2025-07-22 13F IMC-Chicago, LLC Call 80.500 51,89 11.928 43,02
2025-08-07 13F Aviva Plc 207.894 6,56 30.806 0,35
2025-08-08 13F Canada Post Corp Registered Pension Plan 4.610 683
2025-06-23 NP LGPIX - Large-cap Growth Profund Investor Class 243 109,48 37 140,00
2025-08-26 NP TDVG - T. Rowe Price Dividend Growth ETF 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 32.510 8,03 4.817 1,73
2025-08-14 13F/A Barclays Plc 883.800 42,39 131 34,02
2025-07-31 13F Brighton Jones Llc 8.759 0,16 1.298 -5,74
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 257 0,39 39 15,15
2025-07-29 13F Stratos Wealth Partners, LTD. 8.414 7,95 1.247 1,63
2025-08-12 13F Swiss National Bank 843.100 7,11 124.931 0,87
2025-08-26 NP INGIX - Voya U.S. Stock Index Portfolio Class I 22.571 4,79 3.345 -1,33
2025-07-09 13F Massmutual Trust Co Fsb/adv 1.414 31,66 210 23,67
2025-08-08 13F Sittner & Nelson, Llc 848 0,24 126 -6,02
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 18.244 5,85 2.626 -2,56
2025-08-12 13F SRS Capital Advisors, Inc. 2.287 1,11 353 -0,84
2025-08-06 13F Savant Capital, LLC 15.988 8,11 2.369 1,85
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 1.643 2,43 243 -3,57
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 4.379 7,14 659 23,45
2025-08-07 13F Teachers Retirement System Of The State Of Kentucky 21.886 1,56 3 0,00
2025-07-16 13F St Germain D J Co Inc 3.060 10,07 453 3,66
2025-08-14 13F Financial Engines Advisors L.L.C. 3.451 2,46 511 -3,58
2025-08-14 13F Holocene Advisors, LP 29.588 4.384
2025-08-14 13F Glenmede Investment Management, LP 157.298 23.308
2025-06-26 NP MSTVX - Morningstar Alternatives Fund 10 2 -100,74
2025-08-13 13F Nicolet Advisory Services, Llc 3.585 0,70 521 0,77
2025-07-21 13F J. Safra Sarasin Holding AG 16.027 2.375
2025-08-28 NP SSBIX - State Street Balanced Index Fund Class K 1.654 1,72 245 -3,92
2025-08-12 13F Prudential Financial Inc 873.729 34,01 129.469 26,20
2025-08-28 NP SAGP - STRATEGAS GLOBAL POLICY OPPORTUNITIES ETF 6.718 31,16 995 23,60
2025-07-16 13F True North Advisors, LLC 2.353 0,21 349 -5,69
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 3.005 4,85 452 20,86
2025-07-11 13F Global X Japan Co., Ltd. 47 7
2025-08-06 13F Wedbush Securities Inc 9.072 86,25 1
2025-07-17 13F V-Square Quantitative Management LLC 10.070 4,29 1.492 -1,78
2025-06-23 NP PPSFX - LargeCap Value Fund III R-3 4.268 11,61 642 28,66
2025-07-22 NP JUST - Goldman Sachs JUST U.S. Large Cap Equity ETF 3.396 1,43 489 -6,69
2025-07-31 13F CVA Family Office, LLC 305 12,96 45 7,14
2025-06-25 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 20.981 188,72 3.156 215,60
2025-07-25 13F Hazlett, Burt & Watson, Inc. 439 2,33 0
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 2.731 1.673,38 405 1.823,81
2025-07-24 NP FAOFX - Fidelity Advisor Series Growth Opportunities 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 12.800 1.842
2025-07-24 NP FAGAX - Fidelity Advisor Growth Opportunities Fund Class A This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 330.555 47.580
2025-08-27 NP VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap 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 98.643 1,20 14.617 -4,71
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 260.891 1,59 38.659 -4,34
2025-05-29 NP Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares 7.598 1.196
2025-08-07 13F Argent Advisors, Inc. 3.778 6,54 560 0,18
2025-07-17 13F Presper Financial Architects, LLC 1.347 0
2025-08-08 13F TD Capital Management LLC 604 49,88 90 41,27
2025-08-12 13F Charles Schwab Investment Management Inc 1.706.658 0,37 252.893 -5,48
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 517.143 0,62 74.438 -7,38
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 12.836 2,17 1.931 17,82
2025-07-25 13F MOKAN Wealth Management Inc. 9.779 21,57 1.449 14,55
2025-06-26 NP FULVX - Fidelity U.S. Low Volatility Equity Fund 1.859 5,45 280 21,30
2025-07-22 13F Woodmont Investment Counsel Llc 2.995 0,13 444 -5,74
2025-08-06 13F Achmea Investment Management B.V. 37.991 6,22 6 0,00
2025-08-28 NP Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3 431 16,17 64 8,62
2025-08-14 13F/A Bank Julius Baer & Co. Ltd, Zurich 9.402 13,06 1.393 -5,75
2025-08-13 13F Aristides Capital LLC Call 10.000 1.482
2025-08-04 13F AlphaStar Capital Management, LLC 1.490 221
2025-08-27 NP Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 80.295 41,88 11.898 33,61
2025-06-24 NP BBUS - JPMorgan BetaBuilders U.S. Equity ETF 24.322 4,43 3.659 20,40
2025-08-06 13F Chancellor Financial Group WB LP 3.915 0,05 580 -5,69
2025-08-14 13F Group One Trading, L.p. Put 48.200 45,18 7.142 36,72
2025-08-28 NP BlackRock Series Fund, Inc. - BlackRock Global Allocation 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 363 1.244,44 54 1.666,67
2025-08-11 13F WPG Advisers, LLC 56 211,11 8 300,00
2025-08-13 13F Capital International Investors 15.692.567 1,17 2.325.378 -4,71
2025-08-28 NP SPGIX - Simt Large Cap Growth Fund Class I 22.295 1.679,33 3.304 1.576,65
2025-07-21 13F Cromwell Holdings LLC 753 4,44 112 -1,77
2025-08-15 NP MTCGX - M Large Cap Growth Fund 595 88
2025-08-19 13F Asset Dedication, LLC 5.397 6,39 800 0,13
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 6.199 5,53 919 -0,65
2025-08-13 13F Financial Avengers, Inc. 104 0,97 15 -6,25
2025-08-12 13F Summit Global Investments 33.577 5
2025-08-14 13F Fmr Llc 2.976.189 1,96 441.012 -3,99
2025-07-29 13F International Assets Investment Management, Llc 2.387 21,79 354 14,61
2025-07-22 13F Miracle Mile Advisors, LLC 1.843 4,95 273 -1,09
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 99.965 167,44 14.389 199,13
2025-08-29 13F Total Investment Management Inc 1 0
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class 4.878 1.197,34 723 1.373,47
2025-08-26 NP JEPAX - JPMorgan Equity Premium Income Fund Class A 573.788 1,19 85.024 -4,71
2025-08-26 NP TCAL - T. Rowe Price Capital Appreciation Premium Income ETF 10.675 295,37 1.582 272,88
2025-07-24 NP SHP ETF Trust - NEOS S&P 500(R) High Income ETF 22.785 21,36 3.280 11,72
2025-07-16 13F Legend Financial Advisors, Inc. 131 19
2025-08-05 13F Tiaa Trust, National Association 9.984 1,08 1.479 -4,83
2025-08-08 13F Advisors Capital Management, LLC 1.386 8,71 205 2,50
2025-07-24 13F GFG Capital, LLC 3 0
2025-08-28 NP QCSTRX - Stock Account Class R1 19.448 0,81 2.882 -5,07
2025-08-14 13F Leisure Capital Management 1.558 0,39 231 -5,74
2025-08-06 13F Decker Retirement Planning Inc. 90 13
2025-08-07 13F Capital Wealth Planning, LLC 4.400 652
2025-07-24 13F Ronald Blue Trust, Inc. 5.703 11,26 845 4,84
2025-07-29 NP LCIAX - Siit Large Cap Index Fund - Class A 10.248 17,15 1.475 7,90
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 401.278 8,74 57.760 0,09
2025-08-05 13F Wakefield Asset Management LLLP 2.704 401
2025-06-27 NP LSEQ - Harbor Long-Short Equity ETF 1.066 160
2025-07-28 13F Cornerstone Wealth Group, LLC 2.513 15,70 372 9,09
2025-08-18 13F Hollencrest Capital Management 387 294,90 57 280,00
2025-08-14 13F Sterling Wealth Management, Inc. 3.386 0,09 502 10,60
2025-05-15 13F Oxford Asset Management Llp 2.548 401
2025-08-14 13F CIBC Asset Management Inc 117.824 10,04 17.447 3,64
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 383.215 11,30 56.785 4,80
2025-07-10 13F Waypoint Wealth Partners Inc. 1.392 206
2025-08-12 13F Stevens Capital Management Lp 2.597 38,43 0
2025-08-14 13F Mercer Global Advisors Inc /adv 45.873 20,09 6.798 13,08
2025-08-14 13F Adage Capital Partners Gp, L.l.c. 254.602 682,14 37.727 636,55
2025-07-25 13F Concurrent Investment Advisors, LLC 8.011 11,92 1.187 5,42
2025-07-31 13F Whipplewood Advisors, LLC 159 123,94 24 -11,54
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 8.244 2,92 1.222 -3,10
2025-08-26 NP PENN SERIES FUNDS INC - Flexibly Managed Fund 218.946 36,80 32.443 28,82
2025-08-27 NP ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 24.000 1.900,00 3.556 1.791,49
2025-06-30 NP EGLE - Global X S&P 500 U.S. Revenue Leaders ETF 24 4
2025-08-15 13F State of Tennessee, Treasury Department 83.136 53,70 12.319 44,74
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-03-31 NP FEOPX - Fidelity Enduring Opportunities 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 399 33,00 52 33,33
2025-08-12 13F Proequities, Inc. 0 0
2025-03-26 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 2.204 10,64 288 11,67
2025-08-08 13F SBI Securities Co., Ltd. 413 5,09 61 0,00
2025-08-13 13F Level Four Advisory Services, Llc 1.680 0,06 249 -5,68
2025-08-28 NP BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A 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 10.400 71
2025-08-19 13F State of Wyoming 770 52,17 114 44,30
2025-06-26 NP IMCB - iShares Morningstar Mid-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 26.201 1,45 3.942 16,94
2025-08-12 13F Nuveen, LLC 640.337 3,40 94.885 -2,63
2025-07-16 NP CGNG - Capital Group New Geography Equity ETF Share Class 4.662 91,77 671 76,58
2025-08-13 13F Skandinaviska Enskilda Banken AB (publ) 59.718 2,15 8.849 -3,80
2025-07-21 13F Platinum Investment Management Ltd 434.284 64.352
2025-08-07 13F Acadian Asset Management Llc 207.212 31
2025-07-15 13F Graypoint LLC 5.759 0,89 853 -5,01
2025-06-26 NP ACVF - American Conservative Values ETF 339 1,80 51 16,28
2025-07-25 13F Fifth Third Wealth Advisors LLC 6.555 4,98 971 -1,12
2025-07-15 13F Maseco Llp 1.440 213
2025-07-15 13F Palumbo Wealth Management LLC 2.170 2,36 322 -3,60
2025-08-08 13F Crossmark Global Holdings, Inc. 15.021 4,23 2.226 -1,85
2025-08-27 NP SSPY - Stratified LargeCap Index ETF 4.222 37,93 626 29,94
2025-08-04 13F Daymark Wealth Partners, Llc 3.802 2,62 563 -3,43
2025-08-11 13F Brown Brothers Harriman & Co 3.272 18,21 485 11,26
2025-07-22 13F Cullinan Associates Inc 31.811 1,62 4.714 -4,30
2025-08-14 13F Siemens Fonds Invest GmbH 23.075 2,73 3.419 -3,25
2025-08-14 13F Glenview Trust Co 18.820 2,62 2.789 -3,36
2025-08-20 NP QNZNX - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N Short -143 -21
2025-08-19 13F Advisory Services Network, LLC 4.690 4,13 676 -4,66
2025-07-21 13F Franklin Street Advisors Inc /nc 1.790 15,11 0
2025-07-10 13F ARS Wealth Advisors Group, LLC 1.857 29,32 275 22,22
2025-07-17 13F Tritonpoint Wealth, Llc 46.190 0,43 6.844 -5,43
2025-08-06 13F Rialto Wealth Management, LLC 5 1
2025-07-07 13F New Capital Management LP 8.747 0,98 1.296 -4,92
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 5.569 3,17 838 18,89
2025-08-08 13F/A Sterling Capital Management LLC 20.496 18,43 3.037 11,53
2025-08-28 NP SLGAX - SIMT Large Cap Fund Class F 25.328 94,38 3.753 83,07
2025-08-21 NP MXEBX - Great-West Core Strategies: U.S. Equity Fund Institutional Class 1.907 11,59 283 5,22
Other Listings
IT:1YUM € 125.00
MX:YUM
DE:TGR € 122.95
US:YUM USD 144.58
GB:0QYD USD 144.48
AT:YUM
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