MMS / Maximus, Inc. - Proprietà istituzionale - Acquirenti

Maximus, Inc.
US ˙ NYSE ˙ US5779331041

Proprietà istituzionale e dei fondi - Acquirenti

I principali detentori che hanno aperto nuove posizioni in Maximus, Inc. includono River Road Asset Management, LLC, VYM - Vanguard High Dividend Yield Index Fund ETF Shares, Deprince Race & Zollo Inc, Divisadero Street Capital Management, LP, CFSSX - Column Small Cap Select Fund, MOPCX - NYLI WMC Small Companies Fund Class C, Mubadala Investment Co PJSC, WPGSX - WPG Partners Select Small Cap Value Fund Institutional Class, Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund, Horizon Investments, LLC, Keeler THomas Management LLC, Empirical Finance, LLC, CVY - Invesco Zacks Multi-Asset Income ETF, DFSVX - U.s. Small Cap Value Portfolio - Institutional Class, Quartz Partners, LLC, DRW Securities, LLC, Qsemble Capital Management, LP, Wiley Bros.-aintree Capital, Llc, CFSLX - Column Small Cap Fund, e Arkadios Wealth Advisors .

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

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Data di deposito Fonte Investitore Tipo Prezzo medio
(Stima)		 Azioni Δ Azioni
(%)		 Valore
dichiarato
($ 1000)		 Δ Valore
(%)		 Allocazione del portafoglio
(%)
2025-08-14 13F Point72 Asset Management, L.P. 761.230 112,68 53.438 118,95
2025-08-15 NP SPWAX - American Beacon Stephens Small Cap Growth Fund A Class 43.455 7,10 3.051 10,27
2025-07-21 13F Ameritas Advisory Services, LLC 127 9
2025-08-27 13F/A Squarepoint Ops LLC 13.493 115,13 947 121,78
2025-08-12 13F Rhumbline Advisers 201.363 1,18 14.136 4,16
2025-08-27 NP JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 65.146 0,87 4.573 3,84
2025-06-26 NP FSMD - Fidelity Small-Mid Factor ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 29.946 130,41 2.005 105,01
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 15.747 23,95 1.054 10,25
2025-08-14 13F Horizon Investments, LLC 22.821 1.602
2025-08-12 13F BlackRock, Inc. 7.278.288 0,17 510.936 3,12
2025-08-08 13F SG Americas Securities, LLC 4.414 24,27 0
2025-07-28 NP XMLV - Invesco S&P MidCap Low Volatility 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 139.383 6,24 10.107 18,16
2025-08-20 NP QSPIX - AQR Style Premia Alternative Fund Class I 31.232 27,36 2.192 31,10
2025-06-26 NP DFSCX - U.s. Micro Cap Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 107.469 24,00 7.196 10,28
2025-07-23 NP CFSLX - Column Small Cap Fund 5.900 428
2025-03-27 NP PTMC - Pacer Trendpilot US Mid Cap ETF 9.049 0,91 681 -18,15
2025-08-29 NP STXK - Strive Small-Cap ETF 1.804 3,62 127 6,78
2025-08-12 13F Aigen Investment Management, Lp 3.918 275
2025-08-12 13F MAI Capital Management 128 10,34 9 14,29
2025-08-25 13F/A Neuberger Berman Group LLC 6.472 53,07 454 57,64
2025-08-26 NP Profunds - Profund Vp Mid-cap Value 403 11,02 28 16,67
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 81.247 0,22 5.891 11,47
2025-06-26 NP FLXSX - Fidelity Flex Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11.002 11,81 737 -0,54
2025-08-14 13F Bank Of America Corp /de/ 363.923 5,36 25.547 8,46
2025-07-23 NP CFSSX - Column Small Cap Select Fund 62.231 4.512
2025-06-23 NP MDPIX - Mid-cap Profund Investor Class 209 17,42 14 0,00
2025-06-30 NP VYM - Vanguard High Dividend Yield Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 214.815 14.384
2025-07-14 13F GAMMA Investing LLC 1.174 60,38 82 67,35
2025-08-07 13F Allworth Financial LP 331 22,14 23 27,78
2025-08-28 NP BUYO - KraneShares Man Buyout Beta Index ETF 367 10,88 26 13,64
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 563 0
2025-08-05 13F Simplex Trading, Llc Call 300 0
2025-08-29 NP HHCAX - Highland Long/Short Healthcare Fund Class A Short -5.832 -14,41 -409 -11,85
2025-08-28 NP TPSC - Timothy Plan US Small Cap Core ETF 8.032 5,99 564 9,11
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 20.366 2,06 1.430 5,07
2025-07-28 NP VCSLX - Small Cap Index Fund 24.449 6,42 1.773 18,37
2025-08-12 13F/A Boston Partners 657.247 113,59 46.435 121,31
2025-08-08 13F Creative Planning 37.582 77,11 2.638 82,43
2025-08-14 13F Group One Trading, L.p. Call 800 166,67 56 180,00
2025-05-29 NP CSF - VictoryShares US Discovery Enhanced Volatility Wtd ETF 1.382 4,07 94 -5,05
2025-08-12 13F Nuveen, LLC 478.388 75,51 33.583 80,68
2025-08-14 13F Group One Trading, L.p. Put 500 25,00 35 29,63
2025-08-07 13F Meeder Asset Management Inc 40.939 0,11 2.874 3,05
2025-08-12 13F CIBC Private Wealth Group, LLC 28 55,56 2 0,00
2025-08-12 13F Elo Mutual Pension Insurance Co 15.534 2,90 1.090 5,93
2025-08-14 13F Voya Investment Management Llc 15.435 1,88 1.084 4,84
2025-08-04 13F Arkadios Wealth Advisors 5.078 356
2025-08-14 13F Armistice Capital, Llc 3.643 256
2025-07-30 NP FCTDX - Strategic Advisers Fidelity U.S. Total Stock Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.634.549 22,86 118.521 36,63
2025-07-24 NP BDSIX - BlackRock Advantage Small Cap Core Fund Institutional Shares This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 60.429 701,87 4.382 792,26
2025-06-17 NP MMSMX - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 11.773 50,94 788 16,91
2025-08-14 13F Quartz Partners, LLC 7.108 499
2025-07-25 NP AFMC - First Trust Active Factor Mid Cap ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 473 49,21 34 70,00
2025-08-15 13F Morgan Stanley 405.146 15,41 28.441 18,82
2025-07-08 13F Rise Advisors, LLC 254 0,40 18 0,00
2025-07-30 13F Stephens Investment Management Group LLC 483.846 6,31 33.966 9,45
2025-08-22 NP BTAL - AGFiQ U.S. Market Neutral Anti-Beta Fund 18.370 37,60 1.290 15,19
2025-06-26 NP FLKSX - Fidelity Low-Priced Stock K6 Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 232.679 0,90 15.580 -10,26
2025-08-08 13F Avantax Advisory Services, Inc. 3.367 1,35 236 4,42
2025-08-14 13F Engineers Gate Manager LP 69.200 15,61 4.858 19,01
2025-07-21 13F 111 Capital 7.471 524
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 1.816.586 2,42 127.524 5,44
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 16.083 14,64 1.077 1,89
2025-08-07 13F Illinois Municipal Retirement Fund 40.687 25,92 2.856 29,64
2025-08-29 NP EZM - WisdomTree U.S. MidCap Fund N/A 19.086 1,57 1.340 4,53
2025-08-14 13F Deprince Race & Zollo Inc 98.633 6.924
2025-08-28 NP ASQIX - Small Company Fund Investor Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 17.548 17,63 1.232 21,04
2025-08-12 13F Magnetar Financial LLC 12.774 123,52 897 130,33
2025-08-14 13F Mercer Global Advisors Inc /adv 40.257 5,53 2.826 8,65
2025-08-14 13F Susquehanna International Group, Llp 76.758 8,71 5.388 11,92
2025-08-14 13F Susquehanna International Group, Llp Call 6.600 463
2025-08-13 13F Rsm Us Wealth Management Llc 3.511 246
2025-08-14 13F Citadel Advisors Llc 281.906 103,10 19.790 109,10
2025-08-11 13F Empirical Finance, LLC 14.109 990
2025-06-18 NP REBYX - U.S. Small Cap Equity Fund Class Y 3.311 222
2025-07-14 13F Farmers & Merchants Investments Inc 48 9,09 3 0,00
2025-04-29 NP FLOW - Global X U.S. Cash Flow Kings 100 ETF 451 29
2025-08-14 13F Mubadala Investment Co PJSC 31.794 2.232
2025-08-20 NP RUSC - U.S. Small Cap Equity Active ETF 623 44
2025-07-29 NP RBB FUND, INC. - Adara Smaller Companies Fund 4.607 282,32 334 328,21
2025-07-09 13F Sivia Capital Partners, LLC 2.905 204
2025-08-18 13F Rexford Capital Inc 172 12
2025-07-29 NP VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 286.582 4,04 20.780 15,71
2025-08-27 NP VSEQX - Vanguard Strategic Equity 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 294.348 18,85 20.663 22,35
2025-07-21 13F Qrg Capital Management, Inc. 7.172 14,09 503 17,52
2025-07-31 13F Oppenheimer Asset Management Inc. 6.884 6,55 483 9,77
2025-08-14 13F/A Barclays Plc 216.842 29,90 15 36,36
2025-07-29 NP SIXL - 6 Meridian Low Beta Equity Strategy ETF 11.756 57,04 852 36,10
2025-08-13 13F Jones Financial Companies Lllp 173 5,49 12 9,09
2025-08-29 NP PMJIX - PIMCO RAE US Small Fund Institutional Class 141.004 62,17 9.898 66,94
2025-08-14 13F Price T Rowe Associates Inc /md/ 49.473 9,59 3 0,00
2025-08-21 NP MXLSX - Great-West Loomis Sayles Small Cap Value Fund Investor Class 10.000 3,09 702 6,20
2025-07-25 NP FNDX - Schwab Fundamental U.S. Large Company Index ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 13.468 53,94 977 71,23
2025-08-20 NP QCFIX - AQR CVX Fusion Fund Class I Short -84 -6
2025-08-20 NP HWSM - Hotchkis & Wiley SMID Cap Diversified Value Fund 120 300,00 8 300,00
2025-07-15 13F Fortitude Family Office, LLC 23 2
2025-08-14 13F Canada Pension Plan Investment Board 500 35
2025-08-13 13F Edgestream Partners, L.P. 54.039 196,64 3.794 205,39
2025-07-31 13F Quest Partners LLC 8.663 141,98 608 149,18
2025-08-12 13F Public Sector Pension Investment Board 82.762 0,90 5.810 3,86
2025-08-20 NP QMHIX - AQR Managed Futures Strategy HV Fund Class I Short -4.002 71,03 -281 76,10
2025-07-21 13F Andina Capital Management, LLC 5.877 3,54 413 6,46
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 248 37,78 17 23,08
2025-08-12 13F Park Square Financial Group, LLC 19 1
2025-06-24 NP FHESX - Federated Hermes SDG Engagement Equity Fund Institutional 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 23.420 4,40 1.568 -7,11
2025-07-29 NP ORSIX - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 23.772 45,11 1.724 61,33
2025-08-06 13F Fox Run Management, L.l.c. 9.685 34,20 680 38,01
2025-07-17 13F Fort Washington Investment Advisors Inc /oh/ 241.263 0,12 16.937 3,07
2025-08-29 NP MFUS - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1.141 8,87 80 12,68
2025-05-28 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 23.243 31,04 1.585 19,64
2025-08-08 13F Cetera Investment Advisers 5.413 19,78 380 23,05
2025-08-14 13F Wells Fargo & Company/mn 33.024 58,23 2.318 62,90
2025-07-29 NP ISMD - Inspire Small/Mid Cap Impact ETF 5.213 2,74 378 14,24
2025-08-20 NP QLFIX - AQR LSE Fusion Fund Class I 47 3
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 43.174 2,61 3.031 5,61
2025-08-13 13F Quantbot Technologies LP 43.863 146,31 3.079 153,62
2025-08-26 NP FTKI - First Trust Small Cap BuyWrite Income ETF 50 2,04 4 0,00
2025-08-13 13F River Road Asset Management, LLC 244.687 18.073
2025-08-06 13F True Wealth Design, LLC 163 757,89 11 1.000,00
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 2.486 9,04 180 21,62
2025-08-11 13F Qsemble Capital Management, LP 6.724 472
2025-08-11 13F Martingale Asset Management L P 37.600 4,74 2.640 7,80
2025-04-29 NP SVYAX - SIIT U.S. Managed Volatility Fund - Class A 5.402 108,33 352 82,38
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-07 13F Vise Technologies, Inc. 4.473 314
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Proequities, Inc. 0 0
2025-08-26 NP PSGIX - Blackrock Advantage Small Cap Growth Fund Institutional This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 35.882 16,19 2.519 19,62
2025-08-13 13F EverSource Wealth Advisors, LLC 1.773 413,91 124 439,13
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 296 5,34 21 16,67
2025-07-10 13F Exchange Traded Concepts, Llc 11.870 1,96 833 5,04
2025-08-14 13F Goldman Sachs Group Inc 572.526 72,02 40.191 77,09
2025-08-14 13F Principia Wealth Advisory, LLC 9 1
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 133 0,76 9 0,00
2025-06-30 NP PAMC - Pacer Lunt MidCap Multi-Factor Alternator ETF 5.488 367
2025-08-29 NP Highland Global Allocation Fund Short -15.929 -1.118
2025-07-09 13F Pallas Capital Advisors LLC 3.008 211
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 289 0,70 20 5,26
2025-07-25 13F Verdence Capital Advisors LLC 7.728 3,47 542 6,48
2025-08-13 13F Quadrature Capital Ltd 5.275 370
2025-08-12 13F Prudential Financial Inc 22.074 45,73 1.550 50,10
2025-05-15 13F Texas Permanent School Fund 71.383 4.780
2025-08-14 13F Fuller & Thaler Asset Management, Inc. 1.738.818 0,55 122.065 3,51
2025-08-14 13F/A Skopos Labs, Inc. 126 563,16 9 700,00
2025-07-25 NP PMSAX - Global Multi-Strategy Fund Class A 656 4,63 48 17,50
2025-08-08 13F Larson Financial Group LLC 1.642 7,11 115 10,58
2025-08-13 13F Victory Capital Management Inc 41.965 1,79 2.946 4,77
2025-08-08 13F Principal Financial Group Inc 171.427 7,56 12.034 10,74
2025-08-13 13F California Public Employees Retirement System 99.374 0,20 6.976 3,16
2025-08-14 13F Ubs Asset Management Americas Inc 192.854 6,73 13.538 9,88
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 65.241 2,41 4.580 5,41
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 249 0,81 17 -11,11
2025-08-05 13F GPS Wealth Strategies Group, LLC 3 0
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 35.078 13,10 2.462 16,46
2025-08-28 NP SAGP - STRATEGAS GLOBAL POLICY OPPORTUNITIES ETF 1.408 11,75 99 15,29
2025-07-14 13F Avanza Fonder AB 3.233 17,22 227 15,90
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 8.013 577
2025-08-14 13F Graham Capital Management, L.P. 4.154 23,45 292 27,07
2025-08-11 13F TD Waterhouse Canada Inc. 50 4
2025-08-14 13F Aquatic Capital Management LLC 37.626 2.641
2025-07-31 13F Keeler THomas Management LLC 16.799 1.179
2025-08-08 13F/A Sterling Capital Management LLC 136 130,51 10 125,00
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 14.959 1,74 1.050 4,79
2025-08-12 13F American Century Companies Inc 18.003 16,64 1.264 20,06
2025-08-14 13F Css Llc/il 10.447 33,34 733 37,27
2025-08-07 13F Parkside Financial Bank & Trust 879 21,75 62 24,49
2025-08-25 NP MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class 29.053 20,38 2.040 23,95
2025-08-14 13F Point72 (DIFC) Ltd 8.042 272,31 565 283,67
2025-07-25 NP FNDB - Schwab Fundamental U.S. Broad Market Index ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.051 12,51 149 25,42
2025-09-04 13F/A Advisor Group Holdings, Inc. 4.828 142,49 333 145,93
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 12.890 3,81 905 6,86
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 1.279 1,59 90 4,71
2025-08-11 13F Principal Securities, Inc. 403 675,00 28 833,33
2025-07-28 13F Allianz Asset Management GmbH 233.348 37,99 16.381 42,07
2025-08-14 13F Quantinno Capital Management LP 4.991 25,81 350 29,63
2025-06-30 NP CVY - Invesco Zacks Multi-Asset Income 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 11.129 745
2025-08-15 13F Tower Research Capital LLC (TRC) 10.047 427,40 705 446,51
2025-08-08 13F SBI Securities Co., Ltd. 2 100,00 0
2025-08-04 13F Atria Investments Llc 3.490 245
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 10.720 7,16 753 10,26
2025-08-12 13F Dimensional Fund Advisors Lp 1.832.584 8,08 128.647 11,27
2025-08-08 13F denkapparat Operations GmbH 3.964 21,30 278 25,23
2025-05-28 NP CVMC - Calvert US Mid-Cap Core Responsible Index ETF 457 1,11 31 -6,06
2025-08-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 41.989 59,86 2.948 64,54
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 26.189 0,29 1.838 3,26
2025-07-28 NP MCSCX - M3Sixty Small Cap Growth Fund Institutional Class Shares 991 7,72 72 20,34
2025-08-11 13F Rothschild Investment Llc 128 88,24 9 100,00
2025-07-22 13F HFM Investment Advisors, LLC 4 100,00 0
2025-07-24 13F IFP Advisors, Inc 1.558 70,83 109 75,81
2025-06-26 NP PQCCX - PGIM QMA Mid-Cap Core Equity Fund Class R6 250 6,38 17 -5,88
2025-07-11 13F/A Umb Bank N A/mo 833 37,46 58 41,46
2025-08-13 13F Kilter Group LLC 19 1
2025-06-30 NP SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF 1.920 129
2025-08-07 13F Campbell & CO Investment Adviser LLC 48.789 173,47 3.425 181,58
2025-07-22 13F Bay Harbor Wealth Management, LLC 4 300,00 0
2025-08-14 13F Raymond James Financial Inc 32.602 28,69 2.289 32,48
2025-08-11 13F Wealthspire Advisors, LLC 27.108 0,28 1.903 3,20
2025-08-04 13F Assetmark, Inc 38 1.800,00 3
2025-07-16 13F Signaturefd, Llc 257 69,08 18 80,00
2025-08-14 13F Aster Capital Management (DIFC) Ltd 4.396 309
2025-08-27 NP OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 6.046 21,26 424 25,07
2025-08-14 13F Prelude Capital Management, Llc 4.590 50,74 322 55,56
2025-08-14 13F Balyasny Asset Management Llc 164.489 11.547
2025-08-28 NP SFLO - VictoryShares Small Cap Free Cash Flow ETF 24.289 23,15 1.705 26,86
2025-06-26 NP FDVLX - Fidelity Value 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 161.900 68,30 10.841 49,68
2025-06-26 NP DFFVX - U.S. Targeted Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 226.560 307,50 15.170 262,49
2025-06-24 NP MOPCX - NYLI WMC Small Companies Fund Class C 48.750 3.264
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.872 452,21 131 469,57
2025-06-26 NP SMLF - iShares Edge MSCI Multifactor USA Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9.885 10,83 662 -1,49
2025-08-06 13F Rialto Wealth Management, LLC 11 1
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 148.379 80,20 9.935 60,27
2025-08-12 13F LPL Financial LLC 6.152 79,36 432 84,98
2025-07-29 13F Nordea Investment Management Ab 64.829 0,59 4.542 3,87
2025-07-29 NP BPSIX - Boston Partners Small Cap Value Fund II INSTITUTIONAL 39.579 88,87 2.870 69,46
2025-07-28 NP HDG - ProShares Hedge Replication ETF 75 5,63 5 25,00
2025-07-30 NP ABCS - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF 410 30
2025-08-05 13F Pier Capital, LLC 75.355 5.290
2025-08-28 NP SVOAX - Simt Us Managed Volatility Fund Class F 10.400 260,74 730 272,45
2025-08-13 13F Bank Of Nova Scotia 5.207 366
2025-08-28 NP SMLV - SPDR SSGA US Small 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 13.406 941
2025-08-14 13F Ieq Capital, Llc 20.668 373,71 1.451 388,22
2025-06-25 NP FIDU - Fidelity MSCI Industrials Index ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 14.464 2,55 969 -8,77
2025-07-10 13F Trust Point Inc. 5.095 0,02 358 2,88
2025-06-26 NP Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8.798 49,09 589 32,66
2025-08-11 13F Vanguard Group Inc 6.473.320 0,49 454.427 3,45
2025-07-25 13F Johnson Investment Counsel Inc 30.888 0,06 2.168 2,99
2025-08-06 13F Resona Asset Management Co.,Ltd. 5.080 26,40 357 29,93
2025-08-13 13F Leuthold Group, Llc 38.595 2,00 2.709 5,00
2025-08-26 NP BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3.088 186,46 217 195,89
2025-08-05 13F Bank of New York Mellon Corp 549.369 1,56 38.566 4,55
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8.676 18,74 581 5,45
2025-08-13 13F Jump Financial, LLC 3.564 250
2025-07-24 13F CWM Advisors, LLC 17.751 251,78 1.246 262,21
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 17.534 1,21 1.231 4,15
2025-08-11 13F Bell Investment Advisors, Inc 108 14,89 8 16,67
2025-08-28 NP QCSTRX - Stock Account Class R1 248.971 345,39 17.478 358,59
2025-06-26 NP TSMOX - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 54.150 5,04 3.626 -6,60
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 11.691 1,92 821 4,86
2025-08-01 13F Envestnet Asset Management Inc 32.705 23,94 2.296 27,57
2025-08-15 NP Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund 23.792 1.670
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 2.751 184
2025-06-24 NP SFLNX - Schwab Fundamental US Large Company Index Fund Institutional Shares This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7.265 50,66 486 33,88
2025-08-06 13F First Horizon Advisors, Inc. 21 1
2025-08-12 13F Hillsdale Investment Management Inc. 65.800 51,26 4.619 55,73
2025-08-12 13F Trexquant Investment LP 89.950 6.314
2025-07-29 NP EBI - Longview Advantage ETF 2.139 155
2025-08-13 13F Aristides Capital LLC 3.261 229
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 5.741 55,92 384 38,63
2025-08-14 13F Verition Fund Management LLC 65.485 59,63 4.597 64,35
2025-07-25 13F Cwm, Llc 7.244 218,56 1
2025-08-26 NP GFSYX - Strategic Alternatives Fund Institutional 77 2,70
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 1.224 63,42 86 66,67
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 3.958 5,43 278 8,63
2025-08-28 NP SPMD - SPDR(R) Portfolio Mid 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 255.351 1,94 17.926 4,95
2025-08-13 13F Renaissance Technologies Llc 167.000 176,95 11.723 185,16
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 25.839 2,41 1.730 -8,90
2025-08-14 13F Qube Research & Technologies Ltd 379.342 115,75 26.630 122,11
2025-07-29 NP WPGHX - WPG Partners Select Hedged Fund Institutional 2.765 -137,73 200 -141,93
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 14.478 7,01 1.016 10,20
2025-08-14 13F DRW Securities, LLC 6.928 486
2025-08-18 13F/A National Bank Of Canada /fi/ 805 312,82 57 330,77
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 2 0
2025-08-11 13F Empowered Funds, LLC 110.193 2,95 7.736 5,99
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 11.097 4,56 743 -7,01
2025-08-11 13F Lsv Asset Management 56.900 105,42 4 200,00
2025-06-26 NP SMMV - iShares Edge MSCI Min Vol USA Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9.249 3,27 619 -8,16
2025-08-06 13F Agf Management Ltd 40.946 2.874
2025-08-14 13F Brevan Howard Capital Management LP 18.157 92,02 1.275 97,83
2025-08-27 NP JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A) 3.614 5,06 254 8,12
2025-08-08 13F Keebeck Alpha, LP 4.699 28,88 330 32,66
2025-08-14 13F Clark Capital Management Group, Inc. 99.074 132,27 6.955 139,17
2025-08-08 13F Mitsubishi UFJ Trust & Banking Corp 23.438 158,21 1.645 166,18
2025-08-14 13F Cubist Systematic Strategies, LLC 22.451 11,36 1.576 14,70
2025-08-14 13F Jane Street Group, Llc 168.976 71,95 11.862 77,02
2025-07-14 13F UMA Financial Services, Inc. 11 1
2025-08-13 13F Centiva Capital, LP 6.713 471
2025-07-24 13F Total Wealth Planning & Management, Inc. 5.875 13,07 412 16,38
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 1.016 47,67 68 33,33
2025-08-13 13F Panagora Asset Management Inc 259.727 1,43 18.233 4,42
2025-07-09 13F Reinhart Partners, Inc. 913.856 0,26 64.154 3,21
2025-08-20 NP QMFNX - AQR MS Fusion Fund Class N 73 5
2025-06-26 NP DFSVX - U.s. Small Cap Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7.269 487
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 97.839 0,71 6.868 3,68
2025-08-12 13F Franklin Resources Inc 13.601 0,47 955 3,36
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 6 0
2025-07-08 13F Parallel Advisors, LLC 970 12,92 68 17,24
2025-08-20 NP QLEIX - AQR Long-Short Equity Fund Class I 141.652 7,45 9.944 10,61
2025-08-08 13F Hartland & Co., LLC 262 13.000,00 18
2025-07-29 NP WPGSX - WPG Partners Select Small Cap Value Fund Institutional Class 27.833 2.018
2025-07-11 13F Diversified Trust Co 11.014 1,06 773 4,04
2025-08-12 13F XTX Topco Ltd 9.537 669
2025-07-25 13F Hemington Wealth Management 81 39,66 0
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 80.161 10,84 5.627 14,11
2025-08-14 13F Royal Bank Of Canada 33.994 72,28 2.386 77,40
2025-06-27 NP ESCQX - Embark Small Cap Equity Fund Retirement Class 81.335 78,88 5.446 59,10
2025-08-14 13F Algert Global Llc 180.756 64,41 13 71,43
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 153.448 4,39 10.275 -7,16
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 16.310 23,76 1.145 27,39
2025-06-26 NP BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7.857 2,96 526 -8,36
2025-08-13 13F Walleye Capital LLC 162.355 20,49 11.397 24,04
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 124.555 2,89 8.744 5,92
2025-08-13 13F Sio Capital Management, LLC 548.086 17,02 38.476 20,48
2025-08-14 NP FLSPX - SPECTRUM FUND Retail Class 9.813 0,45 689 3,30
2025-08-27 NP VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 872.668 0,24 61.261 3,20
2025-08-12 13F O'shaughnessy Asset Management, Llc 8.952 100,76 628 106,58
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 10.461 2,78 759 14,33
2025-08-14 13F Tudor Investment Corp Et Al 12.791 169,06 898 176,85
2025-07-29 NP WPGTX - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL 3.255 236
2025-08-22 NP FECGX - Fidelity Small Cap Growth Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 38.284 7,45 2.688 10,62
2025-07-24 NP ESML - iShares ESG MSCI USA Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 14.327 17,15 1.039 30,24
2025-07-25 13F JustInvest LLC 8.607 32,11 604 36,04
2025-06-17 NP GSEQX - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 2.671 179
2025-05-29 NP JAHBX - Small Cap Value Trust NAV 48.561 95,43 3.311 78,59
2025-08-11 13F Frank, Rimerman Advisors LLC 2.895 203
2025-08-26 13F/A Thrivent Financial For Lutherans 22.183 67,15 2
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 1.531 27,05 107 30,49
2025-07-22 13F Net Worth Advisory Group 3.195 224
2025-08-20 NP QHFRX - AQR MS Fusion HV Fund Class R6 81 6
2025-06-27 NP RSSL - Global X Russell 2000 ETF 34.675 1,11 2.322 -10,07
2025-08-14 13F Sei Investments Co 78.241 4,78 5.492 7,88
2025-06-26 NP FAVFX - Fidelity Advisor Value 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 6.630 66,17 444 47,67
2025-08-04 13F Hantz Financial Services, Inc. 86 855,56 0
2025-08-14 13F Bnp Paribas Arbitrage, Sa 43.945 197,07 3.085 205,95
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 16.378 6,26 1.150 9,32
2025-08-18 13F Geneos Wealth Management Inc. 149 26,27 10 25,00
2025-08-14 13F Woodline Partners LP 194.499 13.654
2025-05-05 13F Lindbrook Capital, Llc 822 527,48 56 522,22
2025-06-24 NP SFSNX - Schwab Fundamental US Small Company Index Fund Institutional Shares This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 40.801 4,10 2.732 -7,39
2025-08-06 13F Savant Capital, LLC 10.055 84,12 706 89,52
2025-08-13 13F Russell Investments Group, Ltd. 123.116 54,68 8.643 59,24
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 111.011 4,85 7.433 -6,75
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 2.659 1,84 178 -9,18
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 4.344 1,83 315 12,95
2025-07-28 13F Bayforest Capital Ltd 870 61
2025-08-11 13F Integrated Quantitative Investments LLC 10.254 720
2025-06-27 NP DASVX - Dunham Small Cap Value Fund Class A 3.841 257
2025-07-17 13F Janney Montgomery Scott LLC 15.969 57,41 1
2025-08-15 13F Captrust Financial Advisors 6.681 75,54 469 81,08
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 3.549 257
2025-08-26 NP TRSYX - T. Rowe Price Small-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5.305 10,84 372 14,11
2025-08-14 13F Divisadero Street Capital Management, LP 95.000 6.669
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 6.689 469
2025-06-26 NP KCSIX - Knights of Columbus Small Cap Fund I Shares 25.091 1,44 1.680 -9,77
2025-07-21 13F Verus Financial Partners, Inc. 3.387 6,74 244 12,50
2025-07-24 NP HSMNX - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 21.995 26,66 1.595 40,81
2025-06-26 NP IETC - iShares Evolved U.S. Technology ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7.100 154,39 475 126,19
2025-08-19 13F State of Wyoming 5.191 47,18 364 51,67
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 9.209 5,10 646 8,21
2025-07-09 13F Bruce G. Allen Investments, LLC 7 16,67 0
2025-08-26 NP XJH - iShares ESG Screened S&P 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 6.089 2,89 427 5,96
2025-08-28 NP Humankind Benefit Corp - Humankind US Stock ETF 753 26,77 53 30,00
2025-08-13 13F Norges Bank 682.143 47.886
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 11.477 0,71 806 3,60
2025-08-14 13F Nebula Research & Development LLC 4.445 312
2025-08-14 13F Mariner, LLC 12.332 181,75 866 190,27
2025-08-12 13F Gitterman Wealth Management, LLC 1.622 114
2025-07-25 13F Richardson Financial Services Inc. 156 108,00 11 120,00
2025-08-26 NP LST - Leuthold Select Industries ETF 2.270 89,48 159 96,30
2025-07-24 13F Ronald Blue Trust, Inc. 1.609 31,03 113 34,94
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 2.991 0,64 210 3,47
2025-07-31 13F/A Avion Wealth 8 0
2025-08-19 NP RIFBX - U.S. Small Cap Equity Fund 2.038 107,96 143 116,67
2025-08-12 13F Global Retirement Partners, LLC 267 19
2025-07-07 13F Versant Capital Management, Inc 203 23,78 14 27,27
2025-08-13 13F Cerity Partners LLC 206.683 67,66 14.509 72,62
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 7.784 6,14 521 -5,62
2025-08-13 13F Mount Yale Investment Advisors, LLC 3.480 244
2025-08-14 13F Vident Advisory, LLC 4.257 26,73 299 30,13
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 2.337 103,04 164 110,26
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