MTB / M&T Bank Corporation - Proprietà istituzionale - Acquirenti

M&T Bank Corporation
US ˙ NYSE ˙ US55261F1049

Proprietà istituzionale e dei fondi - Acquirenti

I principali detentori che hanno aperto nuove posizioni in M&T Bank Corporation includono AASCX - Thrivent Mid Cap Stock Fund Class A, PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I, THRIVENT SERIES FUND INC - Thrivent Mid Cap Stock Portfolio Class A, PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I, PCGRX - Victory Pioneer Mid Cap Value Fund Class A, Kodai Capital Management LP, PBQAX - PGIM Jennison Blend Fund Class A, JDVRX - PGIM JENNISON VALUE FUND Class R, Horizon Funds - Centre American Select Equity Fund Investor Class, PJIAX - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A, PFSAX - PGIM Jennison Financial Services Fund Class A, PCEQX - Victory Pioneer Equity Income Fund Class C, Kingstone Capital Partners Texas, LLC, LCORX - Leuthold Core Investment Fund Retail Class, NMVLX - Nuance Mid Cap Value Fund Institutional Class, Mizuho Securities Usa Llc, Glenmede Investment Management, LP, Abc Arbitrage Sa, Ally Financial Inc., e Symphony Financial, Ltd. Co. .

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.

Esegui l'upgradeper sbloccare i dati premium.

Data di deposito Fonte Investitore Tipo Prezzo medio
(Stima)		 Azioni Δ Azioni
(%)		 Valore
dichiarato
($ 1000)		 Δ Valore
(%)		 Allocazione del portafoglio
(%)
2025-08-26 NP UDIV - Franklin LibertyQ Global Dividend ETF 572 8,13 111 17,02
2025-08-14 13F Hurley Capital, LLC 54 1,89 10 11,11
2025-07-25 13F We Are One Seven, LLC 1.279 0,63 248 9,25
2025-08-11 13F Bradley Foster & Sargent Inc/ct 8.013 0,16 1.554 8,67
2025-07-14 13F Lewis Asset Management, LLC 2.229 0,09 432 8,54
2025-08-12 13F Coldstream Capital Management Inc 4.867 28,79 944 39,85
2025-07-23 13F Vontobel Holding Ltd. 4.428 5,03 859 13,94
2025-06-23 NP LVPIX - Large-cap Value Profund Investor Class 916 1.190,14 156 1.007,14
2025-08-01 13F Rossby Financial, LCC 113 8,65 22 23,53
2025-07-14 13F Salvus Wealth Management, LLC 1.688 2,55 327 11,22
2025-06-26 NP FSMVX - Fidelity Mid Cap 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 108.456 37,19 18.411 15,73
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 16.388 6,10 3.320 20,25
2025-05-07 13F Sheaff Brock Investment Advisors, LLC 5.190 0,04 928 -4,92
2025-06-25 NP DIVB - iShares U.S. Dividend and Buyback 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 6.673 18,34 1.133 -0,18
2025-07-09 13F Fiduciary Alliance LLC 25.905 1,82 5.025 10,51
2025-06-26 NP HBLAX - THE HARTFORD BALANCED INCOME FUND Class A 388.046 11,05 65.875 -6,32
2025-08-26 NP FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 329 17,08 64 26,00
2025-07-21 13F Hgk Asset Management Inc 40.483 6,34 7.853 15,42
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I 1.122 5,45 218 14,21
2025-08-14 13F Volterra Technologies LP 146 28
2025-05-12 13F Sandy Spring Bank 2.123 9,83 379 4,41
2025-08-14 13F Volterra Technologies LP Call 2.400 466
2025-08-14 13F Volterra Technologies LP Put 2.700 524
2025-07-16 13F Patton Fund Management, Inc. 1.315 255
2025-07-24 NP EPGAX - Fidelity Advisor Equity Growth 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 116.800 5,51 21.332 0,51
2025-07-16 13F MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 232.896 9,49 45.179 18,83
2025-08-07 13F Addison Advisors LLC 1.863 8,88 361 18,36
2025-08-01 13F Jennison Associates Llc 583.241 2.024,04 113.143 2.205,26
2025-08-28 NP BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K 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 4.704 17,16 913 27,20
2025-05-01 13F Quest 10 Wealth Builders, Inc. 24 9,09 4 0,00
2025-06-25 NP ILCV - iShares Morningstar Large-Cap Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6.983 1,25 1.185 -14,56
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 71.694 6,96 12.171 -9,77
2025-06-25 NP DGRO - iShares Core Dividend 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 381.984 10,47 64.846 -6,81
2025-08-14 13F Snowden Capital Advisors LLC 2.661 0,72 516 9,32
2025-07-31 13F Oppenheimer & Co Inc 1.253 243
2025-08-01 13F First National Trust Co 12.131 0,47 2.353 9,04
2025-08-04 13F HBK Sorce Advisory LLC 24.566 0,02 4.766 8,54
2025-08-04 13F Quaker Wealth Management, LLC 95 18
2025-07-11 13F Grove Bank & Trust 413 85,20 80 105,13
2025-07-10 13F Family Legacy Financial Solutions, LLC 236 46
2025-07-30 NP APUE - ActivePassive U.S. Equity ETF 13.858 364,88 2.531 343,26
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 44.911 8,39 7.624 -8,56
2025-08-14 13F German American Bancorp, Inc. 33.688 1,17 6.535 9,81
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 4.362 6,81 740 -9,87
2025-08-27 13F/A Brinker Capital Investments, LLC 26.335 2,79 5.109 11,55
2025-07-29 NP SCPAX - Siit Large Cap Disciplined Equity Fund - Class A 11.460 4,75 2.093 -0,19
2025-08-08 13F Hudock, Inc. 11.141 4,41 2.161 13,32
2025-07-30 13F Citizens & Northern Corp 3.891 39,76 755 51,71
2025-08-13 13F Jones Financial Companies Lllp 8.477 14,12 1.643 26,11
2025-07-29 13F Clearview Wealth Advisors LLC 2.215 0,14 430 8,61
2025-08-14 13F Fieldview Capital Management, LLC 26.459 134,94 5.133 154,94
2025-06-26 NP FLCSX - Fidelity Large Cap Stock Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 122.284 4,80 20.759 -11,60
2025-08-05 13F GPS Wealth Strategies Group, LLC 2 0
2025-06-30 NP EGLE - Global X S&P 500 U.S. Revenue Leaders ETF 14 2
2025-08-13 13F Beacon Pointe Advisors, LLC 1.545 300
2025-08-28 NP CDL - VictoryShares US Large Cap High Div Volatility Wtd ETF 16.186 1,56 3.140 10,22
2025-06-26 NP TAAAX - Thrivent Aggressive Allocation Fund Class A 8.017 1.029,15 1.361 857,75
2025-07-30 13F Principle Wealth Partners Llc 3.138 17,93 609 28,00
2025-08-14 13F Canada Pension Plan Investment Board 141.944 5.453,36 27.536 5.938,38
2025-03-27 NP PTLC - Pacer Trendpilot US Large Cap ETF 11.515 10,06 2.317 28,65
2025-07-29 NP PFSAX - PGIM Jennison Financial Services Fund Class A 27.459 5.015
2025-08-06 13F Fox Run Management, L.l.c. 2.103 408
2025-06-17 NP NMVLX - Nuance Mid Cap Value Fund Institutional Class 11.508 1.954
2025-08-12 13F Quadcap Wealth Management, LLC 3.067 3,30 595 12,08
2025-08-15 NP MBOVX - M Large Cap Value Fund 1.800 5,88 349 15,18
2025-04-01 NP XYLE - Global X S&P 500 ESG Covered Call ETF 12 33,33 2 100,00
2025-07-31 13F Catalyst Capital Advisors LLC 453 88
2025-08-25 NP MDDAX - MassMutual Select Diversified Value Fund Class A 3.900 2,63 757 11,34
2025-08-14 13F Howard Hughes Medical Institute 35 7
2025-05-29 NP LST - Leuthold Select Industries ETF 772 138
2025-08-14 13F Benjamin Edwards Inc 4.724 2,10 917 10,76
2025-08-13 13F California Public Employees Retirement System 310.726 6,49 60.278 15,57
2025-08-11 13F Principal Securities, Inc. 562 37,07 109 41,56
2025-08-27 NP RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 247 274,24 48 327,27
2025-07-14 13F AdvisorNet Financial, Inc 377 0,80 73 10,61
2025-06-26 NP FAFDX - Fidelity Advisor Financial Services Fund Class A This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 59.688 2,75 10.133 -13,32
2025-07-29 NP Guggenheim Strategic Opportunities Fund 93 9,41 17 0,00
2025-07-18 13F First Pacific Financial 38 5,56 7 16,67
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 24.586 1,87 4.769 10,55
2025-08-14 13F Diversify Advisory Services, LLC 1.735 332
2025-05-22 NP HLGE - Hartford Longevity Economy ETF 265 1,53 47 -4,08
2025-06-26 NP THMAX - Thrivent Moderate Allocation Fund Class A 1.510 236,30 256 184,44
2025-06-18 NP RTDAX - Multifactor U.S. Equity Fund Class A 2.044 8,26 347 -8,71
2025-06-23 NP PLFMX - LargeCap S&P 500 Index Fund R-3 29.233 2,00 4.963 -13,96
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 191 36
2025-08-28 NP SYMIX - AlphaCentric Symmetry Strategy Fund Class I 535 104
2025-07-16 13F Ruffer LLP 13.020 3,75 2.526 12,57
2025-08-14 13F Wells Fargo & Company/mn 555.916 9,92 107.842 19,29
2025-08-07 13F Vise Technologies, Inc. 3.767 42,80 731 47,47
2025-08-11 13F Resurgent Financial Advisors LLC 3.131 9,36 607 18,79
2025-07-24 NP Horizon Funds - HORIZON EXPEDITION PLUS ETF 159 152,38 29 141,67
2025-08-08 13F SG Americas Securities, LLC 100.169 932,35 19 1.800,00
2025-08-14 13F Lighthouse Investment Partners, LLC 42.291 20,40 8.204 30,68
2025-08-12 13F Clear Street Markets Llc 109 21
2025-06-26 NP HQIAX - THE HARTFORD EQUITY INCOME FUND Class A 362.902 9,58 61.606 -7,56
2025-08-27 NP Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I 2.122 412
2025-08-13 13F NEOS Investment Management LLC 9.118 24,41 1.769 34,96
2025-08-01 13F Envestnet Asset Management Inc 269.973 0,39 52.372 8,94
2025-08-12 13F Global Retirement Partners, LLC 1.952 12,44 379 15,95
2025-08-05 13F Speece Thorson Capital Group Inc 95.090 15,25 18 28,57
2025-08-05 13F Plato Investment Management Ltd 5.346 0,02 1.033 7,05
2025-07-18 13F PFG Investments, LLC 2.357 3,02 457 12,01
2025-08-12 13F Brandywine Global Investment Management, LLC 355.735 1,78 69.009 10,46
2025-08-26 NP EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB 12.209 18,42 2.368 28,56
2025-06-26 NP FCMVX - Fidelity Mid Cap Value 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 3.663 201,23 622 154,51
2025-08-14 13F Erste Asset Management GmbH 7.374 1.429
2025-07-16 13F Signaturefd, Llc 2.077 8,18 403 17,20
2025-07-28 NP SPVU - Invesco S&P 500 Enhanced Value ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3.297 13,18 602 7,89
2025-06-26 NP FGRIX - Fidelity Growth & Income Portfolio This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 411.494 13,33 69.855 -4,40
2025-06-18 NP NMFAX - Nationwide Dynamic U.S. Growth Fund Class A 4.210 7,10 715 -9,73
2025-07-28 NP RWL - Invesco S&P 500 Revenue ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 23.188 18,86 4.235 13,24
2025-07-29 13F Nordea Investment Management Ab 14.955 6,03 2.916 17,40
2025-08-26 NP GSPY - Gotham Enhanced 500 ETF 1.691 4,90 328 13,89
2025-07-29 13F S-Bank Fund Management Ltd 1.468 16,14 285 26,22
2025-08-12 13F Sandhill Capital Partners LLC 2.267 3,42 440 12,28
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 166.572 3,19 30.423 -1,70
2025-08-26 NP Institutional Investment Strategy Fund 14 55,56 3 100,00
2025-08-14 13F Susquehanna International Group, Llp 66.099 9,86 12.823 19,23
2025-08-14 13F Susquehanna International Group, Llp Call 169.900 0,77 32.959 9,36
2025-08-27 NP Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 24.658 19,70 4.783 29,90
2025-08-14 13F Susquehanna International Group, Llp Put 85.300 0,83 16.547 9,42
2025-08-13 13F Dai-Ichi Life Insurance Company, Ltd 13.244 119,13 2.569 137,87
2025-07-25 13F Board of the Pension Protection Fund 900 175
2025-08-06 13F Ing Groep Nv 7.763 4,31 1.506 13,16
2025-08-14 13F Junto Capital Management LP 285.020 55.291
2025-07-16 13F St Germain D J Co Inc 14.553 12,01 2.823 21,58
2025-07-18 13F Pure Financial Advisors, Inc. 4.371 3,04 848 11,74
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 696 2,50 135 11,57
2025-08-12 13F XTX Topco Ltd 5.750 408,85 1.115 454,73
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 20.350 6,93 3.717 1,86
2025-07-28 13F Morningstar Investment Management LLC 2.127 0
2025-08-14 13F Aster Capital Management (DIFC) Ltd 16.265 3.155
2025-07-08 13F Apella Capital, LLC 1.043 209
2025-08-29 NP VOTE - Engine No. 1 Transform 500 ETF 2.528 2,14 477 13,57
2025-07-15 13F Graypoint LLC 2.026 28,15 393 39,01
2025-08-14 13F DRW Securities, LLC 31.394 6.131
2025-06-27 NP PASIX - PACE Alternative Strategies Investments Class A 4.233 386,55 719 391,78
2025-06-27 NP DUBS - Aptus Large Cap Enhanced Yield ETF 567 4,81 96 -11,11
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 3.620 0,22 702 8,84
2025-06-27 NP RSPF - Invesco S&P 500 Equal Weight Financials ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 23.648 9,14 4.014 -7,94
2025-08-08 13F Ontario Teachers Pension Plan Board 8.111 126,44 1.573 145,78
2025-07-29 NP WAYEX - WAYCROSS LONG/SHORT EQUITY FUND Short -5.500 -1.005
2025-08-14 13F Wetherby Asset Management Inc 1.443 1,33 280 4,49
2025-06-26 NP FNKLX - Fidelity Series Value Discovery 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 641.744 0,16 108.942 -15,51
2025-08-11 13F Nomura Asset Management Co Ltd 55.665 5,26 10.798 14,24
2025-08-27 NP RYFIX - Financial Services Fund Investor Class 947 2,38 184 10,91
2025-07-28 NP UPRO - ProShares UltraPro S&P500 8.469 14,20 1.547 8,80
2025-08-15 NP Guardian Variable Products Trust - Guardian Large Cap Fundamental Growth VIP Fund 1.899 5,50 368 14,64
2025-08-22 NP QVG2Q - Growth Portfolio Investor Class 110.200 5,56 21.378 14,55
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 942 10,56 183 19,74
2025-07-15 13F Cranbrook Wealth Management, LLC 128 25
2025-07-22 13F IMC-Chicago, LLC Put 13.900 36,27 2.696 47,89
2025-08-27 NP VEIPX - Vanguard Equity Income Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3.440.015 1,24 667.329 9,87
2025-07-18 13F RKL Wealth Management LLC 4.585 0,28 889 8,81
2025-08-04 13F Flagship Harbor Advisors, Llc 2.532 1,04 491 9,84
2025-08-20 NP QLEIX - AQR Long-Short Equity Fund Class I Short -98.771 159,83 -19.161 181,97
2025-08-13 13F/A Matrix Asset Advisors Inc/ny 86.836 0,01 16.845 8,54
2025-07-22 13F Grimes & Company, Inc. 2.234 0,59 433 9,07
2025-08-26 NP JLPSX - JPMorgan U.S. Large Cap Core Plus Fund Class I Short -25.028 -4.855
2025-06-27 NP PCGRX - Victory Pioneer Mid Cap Value Fund Class A 96.010 16.299
2025-08-26 13F/A Thrivent Financial For Lutherans 687.580 621,15 133 682,35
2025-08-06 13F Commonwealth Equity Services, Llc 70.162 1,52 14 8,33
2025-08-28 NP HSAFX - Hussman Strategic Allocation Fund 800 14,29 155 24,00
2025-08-04 13F Arkadios Wealth Advisors 1.312 5,13 254 13,90
2025-07-07 13F Roxbury Financial LLC 562 0,72 109 0,93
2025-07-30 13F LGT Financial Advisors LLC 42 5,00 8 14,29
2025-08-14 13F Norinchukin Bank, The 9.151 4,61 1.775 13,56
2025-07-30 13F Bogart Wealth, LLC 35 34,62 7 50,00
2025-08-08 13F Hartland & Co., LLC 2.211 14,68 429 24,42
2025-08-14 13F Great Valley Advisor Group, Inc. 3.385 0,15 657 8,61
2025-08-08 13F Foundations Investment Advisors, LLC 2.399 5,73 465 14,81
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 6.358 2,91 1.233 11,68
2025-07-17 13F Catalytic Wealth RIA, LLC 1.805 38,42 350 50,21
2025-08-14 13F Ancora Advisors, LLC 126 12.500,00 24
2025-08-14 13F Gotham Asset Management, LLC 3.864 5,89 750 14,88
2025-07-28 13F Bayforest Capital Ltd 916 178
2025-08-13 13F FORA Capital, LLC 1.181 229
2025-08-22 NP CVMC - Calvert US Mid-Cap Core Responsible Index ETF 1.152 1,05 223 9,85
2025-06-18 NP RSEAX - U.S. Strategic Equity Fund Class A 22.517 66,46 3.822 104,60
2025-07-15 13F Forte Capital Llc /adv 2.398 0,33 465 8,90
2025-08-13 13F State Board Of Administration Of Florida Retirement System 130.195 0,42 25.257 8,98
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 1.557.075 5,99 284.384 0,97
2025-08-14 13F Vident Advisory, LLC 4.952 8,62 961 17,94
2025-08-26 NP BRAGX - Aggressive Investors 1 Fund Class N 6.000 1.164
2025-08-28 NP INDEX - S&P 500(R) Equal Weight No Load Shares 431 2,38 84 10,67
2025-08-27 NP JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A) 83.858 4,14 16.268 13,02
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 1.392 20,52 270 31,07
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 9.927 11,36 1.813 6,15
2025-08-14 13F Federation des caisses Desjardins du Quebec 24.146 22,52 4.686 32,98
2025-06-27 NP Angel Oak Financial Strategies Income Term Trust 4.000 53,85 679 29,83
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 28.702 1,06 4.872 -14,75
2025-08-01 13F Bank of Jackson Hole Trust 35 7
2025-08-14 13F Teewinot Capital Advisers, L.L.C. 16.828 333,26 3.264 370,32
2025-06-26 NP DFLV - Dimensional US Large Cap Value ETF 40.938 19,37 6.950 0,70
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 1.406 132,40 273 151,85
2025-08-13 13F Alerus Financial Na 36 7
2025-08-07 13F Illinois Municipal Retirement Fund 31.411 367,15 6.093 407,33
2025-08-13 13F Arrowstreet Capital, Limited Partnership 55.560 10.778
2025-07-16 13F Plancorp, LLC 2.452 0,66 476 9,20
2025-08-12 13F APG Asset Management N.V. 92.400 3,12 15.270 2,99
2025-08-08 13F National Pension Service 257.334 0,73 49.920 9,32
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 49.735 0,42 8.443 -15,28
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 4.632 20,28 786 1,55
2025-07-30 13F Onyx Bridge Wealth Group LLC 2.832 0,21 549 8,71
2025-07-14 13F Park Avenue Securities Llc 11.857 3,93 2 0,00
2025-07-31 13F Sumitomo Mitsui Trust Holdings, Inc. 463.669 3,06 89.947 11,84
2025-08-14 13F Invenomic Capital Management LP 158.053 86,68 30.661 102,60
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Mid Cap Stock Portfolio Class A 203.767 39.529
2025-08-05 13F Frederick Financial Consultants, LLC 1.239 1,81 240 10,60
2025-08-11 13F/A rhino investment partners, Inc 96.911 53,99 18.800 67,12
2025-07-25 13F Means Investment Co., Inc. 7.807 0,09 1.514 8,61
2025-08-22 NP QGI2Q - Growth & Income Portfolio Initial Class 78.600 0,90 15.248 9,50
2025-06-26 NP FUMIX - Fidelity SAI U.S. Momentum 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 19.258 19,27 3.269 0,62
2025-08-13 13F Colonial Trust Co / SC 25 38,89 5 33,33
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 27.671 37,92 5 66,67
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 Short -5.800 -27
2025-08-08 13F/A Sterling Capital Management LLC 11.003 18,64 2.134 28,79
2025-08-13 13F PineBridge Investments, L.P. 1.151 1,41 223 10,40
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 24.538 4,45 4.166 -11,89
2025-08-20 NP QMFNX - AQR MS Fusion Fund Class N Short -301 -58
2025-08-29 NP EPS - WisdomTree U.S. LargeCap Fund N/A 5.325 1,43 1.033 10,02
2025-07-16 13F American National Bank 21 4
2025-08-14 13F Beaird Harris Wealth Management, LLC 3 1
2025-08-13 13F Natixis Advisors, L.p. 207.582 10,75 40 21,21
2025-07-30 13F IMG Wealth Management, Inc. 42 8
2025-08-25 NP KNGZ - US Equity Dividend Select ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.201 13,16 427 22,77
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 239.940 8,86 43.823 3,70
2025-07-28 NP SPXV - S&P 500 ex-Health Care ETF 108 6,93 20 0,00
2025-08-14 13F Alliancebernstein L.p. 518.150 9,78 100.516 19,13
2025-04-01 NP FYLG - Global X Financials Covered Call & Growth ETF 50 13,64 10 25,00
2025-07-25 13F Stephens Consulting, LLC 4 1
2025-08-13 13F Cary Street Partners Financial Llc 540 3,05 105 11,83
2025-07-29 13F Quotient Wealth Partners, LLC 1.370 6,20 266 15,22
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 11.137 5,94 2.034 0,94
2025-08-13 13F Virtus Investment Advisers, Inc. 8.279 16,44 1.606 26,46
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 11.505 3,56 1.953 -12,62
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 27.643 16,44 4.693 -1,78
2025-08-12 13F Prudential Plc 32.575 156,78 6.319 178,74
2025-08-12 13F Picton Mahoney Asset Management 91.631 33,10 18 41,67
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 38.409 0,23 7.015 -4,51
2025-05-29 NP SHUS - Stratified LargeCap Hedged ETF 85 3,66 15 0,00
2025-08-11 13F Novak & Powell Financial Services, Inc. 1.668 0,54 324 9,12
2025-08-13 13F Haverford Trust Co 4.146 2,47 804 11,20
2025-08-14 13F Summit Trail Advisors, Llc 10.320 680,05 2.002 747,88
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 568.194 1,19 110.224 9,82
2025-06-26 NP AALGX - Thrivent Global Stock Fund Class A 7.341 10,49 1.246 -6,81
2025-07-25 13F Sequoia Financial Advisors, LLC 5.852 28,53 1.135 39,61
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 113 8,65 22 16,67
2025-08-13 13F Walleye Trading LLC Put 10.600 23,26 2.056 33,77
2025-08-04 13F Mayflower Financial Advisors, LLC 1.911 1,87 371 10,45
2025-08-13 13F Walleye Trading LLC Call 5.100 4,08 989 13,03
2025-07-17 13F LVW Advisors, LLC 2.010 33,82 390 45,15
2025-08-08 13F IMA Wealth, Inc. 3 1
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 15.577 86,19 2.845 97,64
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 25.672 7,06 4.689 1,98
2025-07-15 13F Beacon Investment Advisory Services, Inc. 2.776 0,29 539 8,91
2025-06-30 NP RSP - Invesco S&P 500 Equal Weight ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 817.969 9,29 138.858 -7,81
2025-08-13 13F Bridgewater Associates, LP 85.508 914,93 16.588 1.002,13
2025-08-15 13F Caxton Associates Llp 25.985 403,88 5.041 447,23
2025-07-23 13F Valmark Advisers, Inc. 2.395 28,42 465 39,34
2025-07-22 NP GSLC - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF 51.785 2,19 9.458 -2,65
2025-07-24 NP SHP ETF Trust - NEOS S&P 500(R) High Income ETF 8.373 19,00 1.529 13,43
2025-07-31 13F Oppenheimer Asset Management Inc. 104.596 2,63 20.291 11,39
2025-06-30 NP INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 2.651 21,66 450 2,74
2025-08-08 13F Pnc Financial Services Group, Inc. 89.051 4,09 17.275 12,97
2025-06-26 NP DFNL - Davis Select Financial ETF 20.871 3,55 3.543 -12,65
2025-07-21 13F Cornell Pochily Investment Advisors, Inc. 2.343 50,68 455 63,90
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 2.696 0,56 523 8,98
2025-08-27 NP PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I 212.438 41.211
2025-07-29 NP SDLAX - SIIT Dynamic Asset Allocation Fund - Class A 4.389 13,03 802 7,66
2025-08-14 13F Fiduciary Trust Co 4.670 2,84 906 11,59
2025-07-29 NP JSTC - Adasina Social Justice All Cap Global ETF 5.170 16,70 944 11,19
2025-07-25 NP SCHB - Schwab U.S. Broad Market ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 95.299 0,15 17.405 -4,59
2025-06-26 NP Thrivent Core Funds - Thrivent Core Mid Cap Value Fund 59.514 12,07 10.103 -5,46
2025-08-05 13F Aviance Capital Partners, LLC 3.405 0,15 661 8,73
2025-08-14 13F Interval Partners, LP 21.522 4.175
2025-07-24 NP Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 11 2
2025-08-26 NP INGIX - Voya U.S. Stock Index Portfolio Class I 13.034 1,78 2.528 10,44
2025-08-07 13F Wilkins Investment Counsel Inc 1.050 204
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 88.048 0,76 16.081 -4,01
2025-08-06 13F Golden State Wealth Management, LLC 162 2.214,29 31 3.000,00
2025-08-11 13F Artemis Investment Management LLP 201.704 39.129
2025-08-13 13F SCS Capital Management LLC 1.714 0,06 333 8,50
2025-07-22 13F HFM Investment Advisors, LLC 4 100,00 1
2025-06-25 NP FAB - First Trust Multi Cap Value AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.329 26,16 395 6,47
2025-08-20 NP QSPIX - AQR Style Premia Alternative Fund Class I 38.305 79,63 7.431 94,96
2025-08-12 13F LPL Financial LLC 123.623 1,45 23.982 10,10
2025-05-27 NP ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio 1.300 232
2025-08-14 13F Maltese Capital Management Llc 105.000 12,30 20.369 21,87
2025-08-28 NP Elevation Series Trust - RiverNorth Patriot ETF 43 8
2025-08-13 13F Manning & Napier Advisors Llc 7.949 45,88 1.542 58,32
2025-08-27 NP VANGUARD VARIABLE INSURANCE FUNDS - Equity Income 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 128.821 2,76 24.990 11,52
2025-08-13 13F Gamco Investors, Inc. Et Al 20.489 0,33 3.975 8,88
2025-08-14 13F Hancock Whitney Corp 12.014 6,00 2.331 15,06
2025-07-28 NP AVUQ - Avantis U.S. Quality ETF 35 6
2025-08-14 13F Two Sigma Securities, Llc 1.464 284
2025-08-26 NP IVKAX - VY(R) Invesco Comstock Portfolio Class ADV 15.287 2,40 2.966 11,13
2025-06-26 NP UGOFX - Global Managed Volatility Fund Institutional Shares 1.605 21,50 272 2,64
2025-07-24 NP NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 8 1
2025-08-20 NP QLFIX - AQR LSE Fusion Fund Class I Short -194 -38
2025-08-28 NP SLGAX - SIMT Large Cap Fund Class F 9.537 77,70 1.850 92,91
2025-08-13 13F Cary Street Partner Investment Advisory Llc 1.236 1,90 240 10,65
2025-08-28 NP GPIGX - GuidePath(R) Growth and Income Fund 1.164 11,28 226 20,97
2025-06-25 NP CDAZX - Multi-Manager Directional Alternative Strategies Fund Institutional Class 2.369 77,06 402 49,44
2025-07-24 13F Jfs Wealth Advisors, Llc 1.085 2,17 211 11,11
2025-08-13 13F EverSource Wealth Advisors, LLC 1.386 41,14 269 53,14
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 36.115 0,60 6.596 -4,16
2025-08-14 13F Royal Bank Of Canada 354.110 1,55 68.693 10,21
2025-08-11 13F Wealthspire Advisors, LLC 2.985 3,36 579 12,21
2025-08-28 NP SPDG - SPDR Portfolio S&P Sector Neutral Dividend ETF 180 23,29 35 30,77
2025-08-29 NP CWEAX - Catalyst/Welton Advantage Multi-Strategy Fund Class A 453 21,12 88 31,82
2025-06-27 NP SPVM - Invesco S&P 500 Value with Momentum ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.760 28,85 469 8,58
2025-07-09 13F Czech National Bank 39.235 2,95 7.611 11,75
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 307.927 0,55 56.240 -4,21
2025-07-30 13F DekaBank Deutsche Girozentrale 30.240 1,18 6 0,00
2025-07-31 13F Ag2r La Mondiale Gestion D'actifs 7.404 11,07 1.436 18,00
2025-06-24 NP MBNAX - MainStay Balanced Fund Class A 20.254 7,89 3.438 -8,98
2025-08-11 13F Aptus Capital Advisors, LLC 5.731 44,03 1.112 56,26
2025-07-28 13F Twin Tree Management, LP Call 94.300 18.293
2025-07-28 NP AVLC - Avantis U.S. Large Cap Equity ETF 2.826 16,30 516 10,97
2025-08-08 13F Independence Financial Advisors, LLC 2.827 0,11 548 8,73
2025-08-11 13F Raiffeisen Bank International AG 3.332 10,59 637 20,64
2025-08-11 13F Empirical Finance, LLC 5.477 0,77 1.062 9,37
2025-06-26 NP FFLV - Fidelity Fundamental Large Cap Value ETF 64 48,84 11 25,00
2025-08-14 13F Raymond James Financial Inc 124.184 5,27 24.090 14,24
2025-05-02 13F Cable Hill Partners, LLC 1.284 19,89 218 7,96
2025-07-25 13F Johnson Investment Counsel Inc 5.017 1,09 973 9,70
2025-08-14 13F Quantinno Capital Management LP 67.460 24,73 13.087 35,37
2025-08-28 NP ULVM - VictoryShares USAA MSCI USA Value Momentum ETF 6.673 1,48 1.294 10,13
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 31.042 1,99 6.022 10,68
2025-07-28 NP SPXT - S&P 500 ex-Technology ETF 1.001 5,04 183 0,00
2025-08-25 NP LBWAX - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A 1.100 9,13 213 18,33
2025-07-14 13F GAMMA Investing LLC 4.989 26,37 968 37,16
2025-07-24 NP HNDRX - Horizon Defined Risk Fund Investor Class 2.532 8,16 462 3,13
2025-07-18 13F SOA Wealth Advisors, LLC. 342 0,59 66 10,00
2025-08-27 NP PJIAX - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A 35.968 6.977
2025-07-09 13F Massmutual Trust Co Fsb/adv 4.625 0,87 897 9,52
2025-08-29 NP DLN - WisdomTree U.S. LargeCap Dividend Fund N/A 32.912 2,96 6.385 11,73
2025-07-17 13F XML Financial, LLC 3.954 0,36 767 8,81
2025-07-24 13F Callan Family Office, LLC 1.260 244
2025-08-11 13F GW&K Investment Management, LLC 72 1,41 0
2025-08-14 13F Xponance, Inc. 23.447 2,04 4.548 10,74
2025-08-04 13F Strs Ohio 167.879 1,50 32.567 10,15
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 720 10,77 122 -6,15
2025-08-08 13F Atlantic Trust, LLC 220 168,29 43 200,00
2025-07-29 13F TFC Financial Management 175 4,17 34 10,00
2025-08-18 13F Onefund, Llc 431 0
2025-06-26 NP TMAAX - Thrivent Moderately Aggressive Allocation Fund Class A 1.760 153,97 299 114,39
2025-07-29 NP FMCE - FM Compounders Equity ETF 7.966 0,31 1.455 -4,47
2025-08-21 NP MXVIX - Great-West S&P 500 Index Fund Investor Class 23.914 9,10 4.639 18,40
2025-08-14 13F FIL Ltd 81.295 9,38 15.770 18,71
2025-07-16 13F ORG Partners LLC 224 115,38 44 144,44
2025-08-12 13F Pathstone Holdings, LLC 32.042 1,16 6.216 9,65
2025-07-08 13F Davis Investment Partners, LLC 1.112 220
2025-07-28 13F Kiker Wealth Management, LLC 0 0
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 180 20,00 31 0,00
2025-08-13 13F 1832 Asset Management L.P. 73.257 22,07 14.211 32,48
2025-06-26 NP TMCVX - Thrivent Mid Cap Value Fund Class S 3.416 11,05 580 -6,46
2025-08-12 13F Mystic Asset Management, Inc. 2.656 6,28 515 15,47
2025-08-26 NP WAMFX - Walden Midcap Fund 10.660 1,62 2.068 10,24
2025-07-18 13F Parsons Capital Management Inc/ri 1.035 201
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 36.971 5,60 7.172 14,61
2025-08-11 13F Avantax Planning Partners, Inc. 17.928 7,12 3.478 16,25
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 5.578 26,14 1.082 36,96
2025-08-28 NP Nuveen Multi-Asset Income Fund This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.300 446
2025-06-26 NP SVBAX - Balanced Fund Class A 141.671 19,82 24.050 1,08
2025-05-22 NP HDUS - Hartford Disciplined US Equity ETF 426 76
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 56.928 2,70 9.664 -13,37
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 14.837 16,73 2.879 29,28
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 3.918 2,73 760 11,60
2025-08-12 13F MAI Capital Management 1.577 17,51 306 27,62
2025-08-07 13F Kestra Private Wealth Services, Llc 1.845 8,59 358 17,82
2025-07-22 13F O'Keefe Stevens Advisory, Inc. 45.975 2,82 8.919 11,59
2025-07-21 13F ASR Vermogensbeheer N.V. 5.307 139,27 1.029 159,85
2025-08-15 NP Guardian Variable Products Trust - Guardian Equity Income VIP Fund 70.220 682,05 13.622 749,19
2025-08-14 13F Axa S.a. 30.789 23,85 5.973 34,41
2025-08-13 13F Invesco Ltd. 3.631.905 2,23 704.553 10,95
2025-08-06 13F Savant Capital, LLC 17.448 61,03 3.385 74,79
2025-07-24 NP FEGKX - Fidelity Equity Growth K6 Fund 2.396 20,04 438 14,40
2025-07-11 13F Kingstone Capital Partners Texas, LLC 20.028 4
2025-08-15 13F Morgan Stanley 5.857.610 1,29 1.136.319 9,92
2025-07-21 13F Ameritas Advisory Services, LLC 364 71
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 12.444 2,57 2.273 -2,28
2025-07-24 13F PDS Planning, Inc 904 175
2025-08-14 13F Tudor Investment Corp Et Al Call 5.600 250,00 1.086 279,72
2025-07-23 13F Traphagen Investment Advisors Llc 1.383 1,39 268 10,29
2025-08-28 NP SEUIX - Simt Large Cap Value Fund Class I 17.579 32,18 3.410 43,46
2025-08-14 13F Lazard Asset Management Llc 2.900 24,57 1
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 7.015 1,92 1.191 -14,08
2025-08-12 13F Gitterman Wealth Management, LLC 1.167 227
2025-08-13 13F Fisher Asset Management, LLC 22.080 4,10 4.283 12,98
2025-08-25 NP MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class 34.666 7,38 6.725 16,53
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-07 13F Hughes Financial Services, LLC 30 7,14 6 25,00
2025-08-12 13F Proequities, Inc. 0 0
2025-07-23 13F Armstrong, Fleming & Moore, Inc 1.481 287
2025-07-29 13F Activest Wealth Management 12 71,43 2 100,00
2025-07-17 13F Venture Visionary Partners LLC 1.404 272
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 7.296 9,37 1.239 -7,75
2025-07-22 NP GSEW - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 13.533 10,68 2.472 5,42
2025-07-15 13F Cora Capital Advisors Llc 5.137 0,43 997 8,97
2025-07-29 NP KBWB - Invesco KBW Bank 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 834.553 21,42 152.423 15,67
2025-06-27 NP JOET - Virtus Terranova U.S. Quality Momentum ETF 7.931 21,16 1.346 2,20
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 1.059 424,26 205 469,44
2025-08-14 13F Riggs Asset Managment Co. Inc. 1.357 235,89 263 265,28
2025-08-12 13F Inceptionr Llc 5.098 989
2025-06-27 NP CVSIX - Calamos Market Neutral Income Fund Class A 49.389 1,13 8.384 -14,69
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 3.086 194,75 599 219,79
2025-04-25 NP FGIRX - Fidelity Advisor Growth & Income 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 42.500 3,41 8.148 -9,88
2025-07-24 13F JB Capital LLC 2.694 0,30 523 8,75
2025-07-28 NP AVMC - Avantis U.S. Mid Cap Equity ETF 5.047 12,03 922 6,72
2025-07-28 13F Harbour Investments, Inc. 147 5,00 29 12,00
2025-08-27 NP RYDEX VARIABLE TRUST - Banking Fund Variable Annuity 678 76,56 132 92,65
2025-08-06 13F Stone House Investment Management, LLC 377 2,72 73 12,31
2025-08-08 13F Meridian Wealth Management, LLC 2.468 20,51 479 30,60
2025-05-15 13F/A Orion Portfolio Solutions, LLC 25.621 5,29 4.580 0,09
2025-08-14 13F Ubs Asset Management Americas Inc 1.219.148 16,50 236.503 26,44
2025-08-06 13F Anchor Capital Advisors Llc 363.188 5,63 70.455 14,63
2025-08-14 13F/A Barclays Plc 610.545 19,66 118 29,67
2025-08-18 13F/A National Bank Of Canada /fi/ 149.327 68,41 28.967 82,77
2025-06-30 NP VAGVX - Vanguard Advice Select Global Value Fund Admiral Shares 56.791 3,25 9.641 -12,90
2025-06-27 NP PCEQX - Victory Pioneer Equity Income Fund Class C 24.826 4.214
2025-07-29 NP PBQAX - PGIM Jennison Blend Fund Class A 44.049 8.045
2025-08-13 13F Ally Financial Inc. 5.000 970
2025-08-14 13F Glenmede Investment Management, LP 9.790 1.899
2025-08-07 13F Midwest Trust Co 1.798 349
2025-08-25 NP MUTUAL OF AMERICA INVESTMENT CORP - Composite Fund Class 4.585 889
2025-08-27 NP Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 38.429 39,67 7.455 51,57
2025-08-05 13F iA Global Asset Management Inc. 3.019 1
2025-08-14 13F CoreCap Advisors, LLC 400 506,06 78 600,00
2025-08-08 13F Citizens Financial Group Inc/ri 2.917 17,29 566 27,25
2025-07-23 13F Meitav Dash Investments Ltd 4.733 26,48 918 37,43
2025-07-30 13F Cullen/frost Bankers, Inc. 254 1.109,52 49 1.533,33
2025-08-06 13F Hallmark Capital Management Inc 14 3
2025-08-14 13F DecisionPoint Financial, LLC 4 1
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 6 20,00 1 0,00
2025-08-05 13F Sigma Planning Corp 3.361 21,25 652 31,72
2025-08-28 NP QCSTRX - Stock Account Class R1 687.287 2,85 133.327 11,62
2025-06-26 NP DVRAX - MFS Global Alternative Strategy Fund A 364 4,00 62 -12,86
2025-08-06 13F Atlantic Union Bankshares Corp 3.665 197,97 711 224,20
2025-08-12 13F Argent Trust Co 3.107 10,41 603 19,68
2025-08-11 13F Covestor Ltd 213 11,52 0
2025-08-27 NP LGH - HCM Defender 500 Index ETF 965 2,66 187 11,31
2025-08-07 13F Ibex Wealth Advisors 2.871 557
2025-06-25 NP FTA - First Trust Large Cap Value 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 45.090 39,28 7.654 17,50
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 89.367 8,93 16.322 3,77
2025-08-05 13F Crestwood Advisors Group LLC 3.237 1,70 628 10,19
2025-04-02 13F Marcum Wealth, LLC 1.231 4,86 220 0,00
2025-07-28 NP EQAL - Invesco Russell 1000 Equal Weight ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.341 9,44 428 4,15
2025-08-01 13F Mizuho Securities Usa Llc 11.101 2.153
2025-08-06 13F Andra AP-fonden 74.500 30,93 14.452 42,10
2025-08-29 NP STRV - Strive 500 ETF 2.818 5,50 547 14,47
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 75.827 1,28 12.872 -14,56
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 22.773 17,28 4.159 11,74
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 80.718 1,13 15.658 9,75
2025-07-11 13F Farther Finance Advisors, LLC 4.416 62,00 857 78,33
2025-08-14 13F Perbak Capital Partners LLP 1.758 341
2025-07-15 13F Charter Capital Management, LLC\DE 2.000 388
2025-08-12 13F Tokio Marine Asset Management Co Ltd 5.308 3,03 1.030 11,85
2025-07-29 NP PJFV - PGIM Jennison Focused Value ETF 2.548 465
2025-08-27 NP Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 115.223 1,04 22.352 9,66
2025-07-10 13F Sumitomo Mitsui DS Asset Management Company, Ltd 20.996 13,49 4.073 23,20
2025-07-25 NP LOWV - AB US Low Volatility Equity ETF 3.259 32,53 595 26,33
2025-08-08 13F Kingsview Wealth Management, LLC 1.911 0,58 371 9,14
2025-06-27 NP VEGN - US Vegan Climate ETF 802 4,70 136 -11,69
2025-08-05 13F Westside Investment Management, Inc. 123 161,70 24 200,00
2025-07-15 13F Fifth Third Bancorp 10.029 1,81 1.946 10,51
2025-08-07 13F Parkside Financial Bank & Trust 649 6,39 126 14,68
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 3.884 10,59 709 5,35
2025-07-23 13F L.K. Benson & Company, P.C. 5.769 28,97 1.119 40,05
2025-08-28 NP Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF 2.641 512
2025-05-15 13F Rakuten Investment Management, Inc. 15.165 60,31 2.658 60,22
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 729 409,79 124 339,29
2025-07-29 NP LCIAX - Siit Large Cap Index Fund - Class A 5.957 15,51 1.088 10,02
2025-08-12 13F Howe & Rusling Inc 3.682 0,19 714 8,84
2025-07-29 13F Mutual Of America Capital Management Llc 44.736 6,35 8.678 15,43
2025-08-11 13F WPG Advisers, LLC 175 24,11 34 32,00
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 111.968 0,39 19.008 -15,32
2025-08-14 13F Cinctive Capital Management LP 31.522 55,44 6.115 68,71
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 38.121 0,84 7.395 9,44
2025-08-20 NP QMNIX - AQR Equity Market Neutral Fund Class I Short -38.684 462,27 -7.504 510,58
2025-07-15 13F Farrell Financial LLC 3.606 16,29 700 26,17
2025-07-03 13F Collective Family Office Llc 1.571 1,29 305 9,75
2025-08-14 13F Cibc World Markets Corp 20.281 1,33 3.934 9,98
2025-08-27 NP RYKIX - Banking Fund Investor Class 3.074 3,40 596 12,24
2025-07-23 13F Joel Isaacson & Co., LLC 1.795 0,17 348 8,75
2025-07-11 13F SILVER OAK SECURITIES, Inc 3.058 6,40 593 17,89
2025-08-04 13F Kovack Advisors, Inc. 1.089 211
2025-08-14 13F Voleon Capital Management Lp 1.252 243
2025-08-13 13F Summit Financial, LLC 2.475 480
2025-08-18 NP PACIFIC SELECT FUND - Value Advantage Portfolio Class I 77.469 8,83 15.028 18,11
2025-07-24 NP FMFMX - Fidelity Advisor Series Equity 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 13.600 14,29 2.484 8,86
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 41.006 1,55 6.961 -14,34
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 40 7
2025-06-26 NP HMVAX - THE HARTFORD MIDCAP VALUE FUND Class A 125.604 17,32 21.323 -1,04
2025-08-26 NP QCEQRX - Equity Index Account Class R1 81.183 11,54 15.749 21,05
2025-07-02 13F Neville Rodie & Shaw Inc 1.062 0
2025-08-05 13F W.G. Shaheen & Associates DBA Whitney & Co 1.050 204
2025-08-04 13F Atria Investments Llc 7.949 47,39 1.542 60,02
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 222.537 8,28 43.170 17,51
2025-05-15 13F Texas Permanent School Fund 17.991 3.054
2025-08-13 13F Quadrant Capital Group Llc 5.969 11,55 1.158 21,03
2025-05-29 NP LCORX - Leuthold Core Investment Fund Retail Class 15.439 2.760
2025-07-24 13F Eastern Bank 6.337 228,34 1.229 257,27
2025-08-14 13F Holocene Advisors, LP 97.917 18.995
2025-07-29 NP JDVRX - PGIM JENNISON VALUE FUND Class R 41.368 7.555
2025-08-14 13F GWM Advisors LLC 15.019 5,69 2.914 14,69
2025-07-30 NP GDE - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 342 119,23 62 113,79
2025-08-07 13F Aviva Plc 93.040 80,35 18.049 95,73
2025-07-24 13F Ronald Blue Trust, Inc. 2.204 20,17 428 30,58
2025-08-14 13F Citadel Advisors Llc Call 64.500 30,04 12.512 41,12
2025-08-26 NP GPIX - Goldman Sachs S&P 500 Core Premium Income ETF 2.790 55,87 541 69,59
2025-08-18 13F Wolverine Trading, Llc Call 21.500 8,59 4.166 20,06
2025-08-01 13F Teacher Retirement System Of Texas 24.684 1,72 4.788 10,40
2025-08-26 NP SPFFX - Sphere 500 Climate Fund 132 17,86 26 25,00
2025-08-04 13F Keybank National Association/oh 2.482 7,63 481 16,75
2025-07-24 13F Commerzbank Aktiengesellschaft /fi 8.111 27,33 2 0,00
2025-05-27 NP Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 2.000 25,00 358 19,00
2025-04-24 NP SCHD - Schwab U.S. Dividend Equity 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 4.396.776 3,74 842.950 -9,59
2025-08-08 13F Tortoise Investment Management, LLC 6 1
2025-08-11 13F Independent Advisor Alliance 2.060 1,53 400 10,22
2025-07-31 13F Wealthfront Advisers Llc 46.278 18,87 8.977 29,00
2025-08-12 13F Mufg Securities Americas Inc. 3.849 17,49 747 27,52
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 8.888 6,83 1.724 15,94
2025-08-14 13F Woodline Partners LP 17.363 23,86 3.368 34,45
2025-06-23 NP PPSFX - LargeCap Value Fund III R-3 4.097 10,67 696 -6,59
2025-08-28 NP HSGFX - Hussman Strategic Growth Fund 16.000 14,29 3.104 24,02
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 77 16,67 13 0,00
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 58.945 19,94 11.435 30,17
2025-07-14 13F UMA Financial Services, Inc. 77 4,05 15 7,69
2025-08-14 13F Toroso Investments, LLC 19.872 49,71 3.855 62,48
2025-08-04 13F Hantz Financial Services, Inc. 72 500,00 0
2025-07-29 NP SGLC - SGI U.S. Large Cap Core ETF 952 174
2025-07-22 13F Valeo Financial Advisors, LLC 1.990 17,20 386 27,39
2025-07-08 13F Parallel Advisors, LLC 3.459 3,38 671 12,04
2025-07-28 NP ISPY - ProShares S&P 500 High Income ETF 2.613 17,60 477 11,97
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 3.542.808 0,11 687.269 8,64
2025-07-25 13F Concurrent Investment Advisors, LLC 1.339 6,44 260 15,63
2025-07-28 NP SPMO - Invesco S&P 500 Momentum ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 73.037 13.339
2025-07-22 13F Merit Financial Group, LLC 5.936 73,06 1.152 87,77
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 2.802 7,40 476 -9,52
2025-07-09 13F Stony Point Wealth Management Inc. 1.752 15,26 340 25,09
2025-05-23 NP PIBAX - PGIM BALANCED FUND Class A 800 14,29 143 9,16
2025-08-14 13F Aqr Capital Management Llc 232.343 12,39 45.072 24,51
2025-08-12 13F WealthTrak Capital Management LLC 11 10,00 2 100,00
2025-08-25 NP MVCAX - MFS Mid Cap Value Fund A 1.044.372 3,80 202.598 12,65
2025-08-01 13F Fjarde Ap-fonden /fourth Swedish National Pension Fund 26.011 17,64 5 66,67
2025-07-31 13F Sage Mountain Advisors LLC 1.153 224
2025-08-14 13F EP Wealth Advisors, Inc. 4.344 77,23 843 92,24
2025-08-14 13F Group One Trading, L.p. Put 11.400 4,59 2.211 13,50
2025-07-30 13F Rnc Capital Management Llc 363.058 0,29 70.430 8,84
2025-08-12 13F Ci Investments Inc. 891 6,07 0
2025-07-24 13F Folger Nolan Fleming Douglas Capital Management, Inc 12.500 0,81 2.425 9,39
2025-05-05 13F Lindbrook Capital, Llc 676 19,65 121 13,21
2025-08-07 13F Teachers Retirement System Of The State Of Kentucky 12.988 1,46 3 0,00
2025-07-29 NP Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 156 31,09 28 27,27
2025-08-12 13F Putnam Fl Investment Management Co 12.760 7,93 2.475 17,13
2025-05-20 NP FLQL - Franklin LibertyQ U.S. Equity ETF 10.353 29,41 1.851 23,01
2025-07-24 13F Blair William & Co/il 9.799 31,16 1.901 42,32
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 42.743 8,42 7.256 -8,53
2025-08-14 13F Wellington Management Group Llp 9.959.613 0,66 1.932.065 9,24
2025-07-31 13F Resonant Capital Advisors, LLC 2.271 3,75 441 12,53
2025-08-22 NP DFVE - DoubleLine Fortune 500 Equal Weight ETF 185 15,62 36 25,00
2025-08-07 13F Beese Fulmer Investment Management, Inc. 1.752 0,81 340 9,35
2025-08-12 13F Jefferies Financial Group Inc. Call 1.500 291
2025-07-21 13F J2 Capital Management Inc 2.678 14,05 520 23,87
2025-08-12 13F Jefferies Financial Group Inc. Put 5.900 268,75 1.145 300,00
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 13.061 28,01 2.385 21,93
2025-07-24 13F Financial Connections Group, Inc. 66 0
2025-07-24 13F Bryant Woods Investment Advisors, LLC 3.166 0,70 614 9,07
2025-08-04 13F Cooke & Bieler Lp 318.930 18,10 61.869 28,16
2025-07-10 13F Mn Services Vermogensbeheer B.V. 60.600 1,00 12 10,00
2025-07-23 13F Shell Asset Management Co 3.610 502,67 1
2025-07-25 13F Hazlett, Burt & Watson, Inc. 417 6,92 0
2025-08-12 13F Legal & General Group Plc 1.054.360 5,13 204.535 14,09
2025-08-12 13F Nuveen, LLC 1.380.685 1,37 267.839 10,02
2025-08-27 NP VWINX - VANGUARD WELLESLEY INCOME FUND Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.632.251 1,18 316.640 9,81
2025-07-11 13F Caldwell Securities, Inc 50 10
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 5.333 2,78 905 -13,31
2025-07-28 13F Boston Trust Walden Corp 49.012 1,52 9.508 10,17
2025-07-29 13F International Assets Investment Management, Llc 1.311 254
2025-08-08 13F Empower Advisory Group, LLC 1.632 1,18 317 9,72
2025-07-28 NP MSLC - Morgan Stanley Pathway Large Cap Equity ETF 5.919 7,34 1.081 2,27
2025-05-23 NP FOVL - iShares Focused Value 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 3.374 0,12 603 -4,74
2025-08-26 NP XUDV - Franklin U.S. Dividend Multiplier Index ETF 216 2.600,00 42 4.000,00
2025-08-08 13F TD Capital Management LLC 70 250,00 14 333,33
2025-08-22 NP FWATX - Fidelity Advisor Multi-Asset Income 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 572 5,34 111 13,40
2025-08-07 13F Allworth Financial LP 24.731 33,67 4.798 53,31
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 26.069 38,68 5.057 50,51
2025-08-27 NP CFJAX - Calvert US Large-Cap Value Responsible Index Fund Class A 29.318 2,13 5.687 10,84
2025-07-16 13F/A CX Institutional 1.580 16,52 0
2025-08-11 13F Mount Lucas Management LP 3.816 740
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 24.627 36,40 4.181 15,06
2025-08-08 13F Canada Post Corp Registered Pension Plan 2.665 517
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 84.047 1,22 15.350 -3,57
2025-08-27 NP HCSRX - The Catholic SRI Growth Portfolio HC Strategic Shares 165 38,66 32 52,38
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 3.419 1,88 580 -14,07
2025-08-26 NP GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional 33.010 21,83 6.404 32,21
2025-06-26 NP MSTSX - Morningstar Unconstrained Allocation Fund 2.446 20,20 415 1,47
2025-07-10 13F Canoe Financial LP 295.506 24.443,69 57.325 26.562,79
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 615 24,75 104 5,05
2025-05-15 13F Kodai Capital Management LP 65.801 11.762
2025-08-28 NP Horizon Funds - Centre American Select Equity Fund Investor Class 39.544 7.671
2025-07-21 13F Cromwell Holdings LLC 471 4,43 91 13,75
2025-08-05 13F Tiaa Trust, National Association 7.140 16,61 1.385 26,60
2025-06-30 NP VASVX - Vanguard Selected Value 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 253.820 43,83 43.088 21,33
2025-07-25 NP SNPE - Xtrackers S&P 500 ESG ETF 8.884 13,64 1.623 8,28
2025-06-30 NP QDPL - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 2.642 16,95 449 -1,32
2025-06-26 NP FSWCX - Fidelity SAI U.S. 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 120.916 21,90 20.527 2,83
2025-08-14 13F Rock Point Advisors, LLC 24.069 0,65 4.669 9,24
2025-07-16 13F Essex Financial Services, Inc. 8.564 10,32 1.661 19,75
2025-07-10 13F Fulton Bank, N.a. 2.856 0,46 554 9,06
2025-08-05 13F NewSquare Capital LLC 92 76,92 18 88,89
2025-07-17 13F V-Square Quantitative Management LLC 2.354 18,29 457 28,45
2025-07-22 13F Mascoma Wealth Management LLC 246 0,41 48 9,30
2025-08-13 13F Victory Capital Management Inc 318.995 79,42 61.925 94,86
2025-08-18 13F/A Hudson Bay Capital Management LP 50.643 2.407,08 9.824 2.621,33
2025-08-19 13F National Asset Management, Inc. 2.948 1,97 572 5,16
2025-08-08 13F Creative Planning 39.622 4,39 7.686 13,30
2025-06-25 NP RECS - Columbia Research Enhanced Core ETF 17.267 46,95 2.931 23,98
2025-06-26 NP ETLGX - E*TRADE No Fee Large Cap Index Fund 26 4
2025-08-14 13F Evergreen Capital Management Llc 66.635 2,07 12.927 10,77
2025-06-24 NP Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 9 2
2025-08-29 13F Total Investment Management Inc 12 2
2025-07-21 13F J. Safra Sarasin Holding AG 2.985 134,12 579 155,07
2025-08-08 13F Abc Arbitrage Sa 8.236 1.598
2025-08-20 NP QCFIX - AQR CVX Fusion Fund Class I Short -70 -14
2025-07-23 13F Optas, LLC 1.293 251
2025-06-24 NP MYSPX - MainStay MacKay S&P 500 Index Fund Investor Class 5.128 0,75 871 -15,04
2025-08-11 13F Mill Creek Capital Advisors, LLC 1.287 0,70 250 9,21
2025-07-25 NP BMSFX - MFS Blended Research Mid Cap Equity Fund A 95.177 10,94 17.383 5,69
2025-08-11 13F United Capital Financial Advisers, Llc 12.442 224,01 2.414 251,75
2025-08-14 13F Siemens Fonds Invest GmbH 2.311 20,87 448 31,38
2025-07-21 13F Qrg Capital Management, Inc. 3.099 8,05 601 17,38
2025-08-14 13F Aristotle Capital Management, LLC 8.036 1.559
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 2.093.263 0,73 382.314 -4,04
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 26.455 6,51 4.491 -10,14
2025-08-14 13F Modern Wealth Management, LLC 4.923 2,14 955 10,92
2025-06-24 NP TNXAX - 1290 DoubleLine Dynamic Allocation Fund Class A 366 36,06 62 14,81
2025-08-22 NP CVLC - Calvert US Large-Cap Core Responsible Index ETF 1.923 5,89 373 15,12
2025-07-22 NP GALLX - Goldman Sachs Flexible Cap Fund Class A Shares 14.744 6,26 2.693 1,20
2025-08-05 13F Ellevest, Inc. 1.783 19,26 346 29,21
2025-08-14 13F Worldquant Millennium Advisors Llc 8.438 1,91 1.637 10,54
2025-08-14 13F Sciencast Management LP 20.439 1,72 3.965 10,39
2025-08-27 NP PRAXIS FUNDS - Praxis Impact Large Cap Value ETF 577 112
2025-08-12 13F Lodestone Wealth Management LLC 2.990 3,03 562 8,49
2025-07-23 13F Absher Wealth Management, Llc 247.573 7,11 48.027 16,24
2025-06-23 NP MTUM - iShares Edge MSCI USA Momentum 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 242.763 1,51 41.211 -14,36
2025-08-08 13F Avantax Advisory Services, Inc. 41.666 4,19 8.083 13,07
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 2.037 85,69 395 101,53
2025-08-14 13F Horizon Investments, LLC 50.425 1.991,46 9.782 2.174,65
2025-08-20 NP QHFRX - AQR MS Fusion HV Fund Class R6 Short -334 -65
2025-08-25 NP MANNING & NAPIER FUND, INC. - Callodine Equity Income Series Class I 7.500 50,00 1.455 62,82
2025-07-22 13F DAVENPORT & Co LLC 3.809 6,16 739 15,13
2025-08-14 13F Toronto Dominion Bank 82.639 5,29 16.031 14,27
2025-08-14 13F Bridgeway Capital Management Inc 7.700 1.494
2025-08-14 13F Sei Investments Co 106.414 10,97 20.644 20,41
2025-08-01 13F Ashton Thomas Private Wealth, LLC 5.342 2,73 1.036 11,52
2025-08-11 13F Private Advisor Group, LLC 26.728 1,93 5.185 10,65
2025-08-06 13F Princeton Capital Management Llc 1.693 328
2025-07-23 13F Sachetta, LLC 19 72,73 4 200,00
2025-08-13 13F Parkworth Wealth Management, Inc. 7 250,00 1
2025-08-14 13F Infrastructure Capital Advisors, Llc 4.494 3,17 872 11,95
2025-05-28 NP ONEY - SPDR Russell 1000 Yield 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 17.253 6,68 3.084 1,41
2025-08-14 13F Glenview Trust Co 4.387 1,18 851 9,81
2025-08-14 13F Maven Securities LTD Put 10.100 114,89 1.959 133,21
2025-07-11 13F Enhancing Capital LLC 1.100 213
2025-08-27 NP JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 2.006 89,96 389 106,91
2025-08-05 13F GHP Investment Advisors, Inc. 24 14,29 5 33,33
2025-08-13 13F Congress Wealth Management LLC / DE / 2.824 10,96 548 20,18
2025-07-10 13F Exchange Traded Concepts, Llc 582 10,65 113 19,15
2025-08-26 NP JAVA - JPMorgan Active Value ETF 95.594 11,82 18.544 21,36
2025-07-30 13F Evermay Wealth Management Llc 147 29
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 10 25,00 2 0,00
2025-08-19 NP RIFAX - U.S. Strategic Equity Fund 4.673 9,05 907 18,43
2025-07-23 13F Klp Kapitalforvaltning As 58.904 5,74 11.427 14,75
2025-07-29 13F Empirical Asset Management, LLC 2.486 0,20 482 8,80
2025-06-26 NP TCAAX - Thrivent Moderately Conservative Allocation Fund Class A 510 750,00 87 616,67
2025-08-12 13F Marshall & Sterling Wealth Advisors Inc. 637 3,75 123 12,84
2025-07-29 NP EBI - Longview Advantage ETF 586 1.992,86 107 2.040,00
2025-07-16 13F Highline Wealth Partners Llc 36 20,00 7 20,00
2025-08-06 13F SOUTH STATE Corp 9.729 28,37 1.887 39,36
2025-08-12 13F Umpqua Bank 2.259 26,63 454 42,45
2025-06-27 NP GDIV - Harbor Dividend Growth Leaders ETF 21.508 3,67 3.651 -12,53
2025-08-29 NP MFUS - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 381 8,55 74 17,74
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 10.703 0,23 1.817 -15,46
2025-08-04 13F Daymark Wealth Partners, Llc 25.329 2,32 4.914 11,03
2025-08-28 NP TOPC - iShares S&P 500 3% Capped ETF 35 7
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 13.529 2.624
2025-08-13 13F Mackenzie Financial Corp 28.793 5,80 5.586 14,82
2025-07-24 13F Standard Life Aberdeen plc 123.639 4,96 23.985 14,90
2025-08-28 NP CBHAX - Victory Market Neutral Income Fund Class A 25.804 4,02 5.006 12,88
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 500 21,07 85 1,20
2025-07-14 13F Founders Capital Management, Llc 15.628 4,50 3.032 13,39
2025-09-04 13F/A Advisor Group Holdings, Inc. 51.420 15,58 9.936 24,89
2025-08-07 13F Meeder Advisory Services, Inc. 3.858 19,96 748 30,31
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 3.689 5,94 716 14,95
2025-08-08 13F Advisors Capital Management, LLC 194.136 4,93 37.660 13,88
2025-07-22 13F Bay Harbor Wealth Management, LLC 6 50,00 1
2025-08-11 13F Symphony Financial, Ltd. Co. 4.873 945
2025-06-24 NP BBUS - JPMorgan BetaBuilders U.S. Equity ETF 14.382 4,42 2.441 -11,91
2025-08-27 NP PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I 121.087 23.490
2025-08-11 NP CMEUX - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 34.466 27,92 6.686 38,83
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 553.874 5,65 94.026 -10,88
2025-07-15 13F Maseco Llp 50 10
2025-07-23 13F Kingswood Wealth Advisors, Llc 1.700 3,60 330 12,67
2025-07-29 13F BXM Wealth LLC 1.600 310
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 5.207 10,58 1.010 20,10
2025-08-11 13F Empowered Funds, LLC 3.921 15,46 761 25,21
2025-08-08 13F Ogorek Anthony Joseph /ny/ /adv 358 41,50 0
2025-08-12 13F Pacer Advisors, Inc. 14.649 46,96 2.842 59,52
2025-08-13 13F Kilter Group LLC 8 2
2025-08-13 13F Berkshire Asset Management Llc/pa 246.963 0,86 47.908 10,19
2025-08-13 13F Daner Wealth Management, LLC 1.301 1,48 249 -3,88
2025-08-11 13F Culbertson A N & Co Inc 17.169 12,01 3.331 21,58
2025-08-25 13F Silverlake Wealth Management Llc 1.362 0,15 264 8,64
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 39.366 3,75 7.637 12,59
2025-07-28 13F Cornerstone Wealth Group, LLC 29.051 3,99 5.636 12,86
2025-08-27 NP SSPY - Stratified LargeCap Index ETF 366 22,00 71 33,96
2025-07-29 NP VADCX - Invesco Equally-weighted S&p 500 Fund Class C 73.972 6,38 13.510 1,34
2025-08-29 NP SPXUX - WisdomTree 500 Digital Fund N/A 36 200,00 7 200,00
2025-08-04 13F Simon Quick Advisors, Llc 1.365 265
2025-06-25 NP REVS - Columbia Research Enhanced Value ETF 989 12,00 168 -5,65
2025-08-07 13F Resources Investment Advisors, LLC. 3.446 0,35 668 8,97
2025-08-14 13F Occudo Quantitative Strategies Lp 8.919 166,40 1.730 195,22
2025-08-14 13F Capstone Investment Advisors, Llc Put 6.100 3,39 1.183 12,24
2025-06-25 NP FXO - First Trust Financials 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 110.323 1,62 18.728 -14,28
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 18.650 10,91 3.618 22,73
2025-08-14 13F Daiwa Securities Group Inc. 24.333 2,92 5 0,00
2025-08-05 13F Hussman Strategic Advisors, Inc. 16.800 14,29 3.259 24,06
2025-08-13 13F Walleye Capital LLC Call 3.600 414,29 698 458,40
2025-08-13 13F Walleye Capital LLC Put 6.700 252,63 1.300 283,19
2025-08-14 13F Capstone Investment Advisors, Llc 1.133 220
2025-08-14 13F Wealth Preservation Advisors, LLC 140 0,72 27 12,50
2025-07-24 NP HESGX - Horizon ESG Defensive Core Fund Investor Class 2.274 415
2025-07-28 13F Sagespring Wealth Partners, Llc 1.515 294
2025-08-14 13F/A Skopos Labs, Inc. 986 42,07 191 54,03
2025-07-29 NP BPRRX - Boston Partners Long/Short Research Fund Investor Class 9.709 39,92 1.773 33,31
2025-07-23 13F Columbus Macro, LLC 11.710 0,78 2.272 9,39
2025-08-04 13F Premier Path Wealth Partners, LLC 1.923 0,73 373 9,38
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 4.734 63,30 804 37,74
2025-08-14 13F Cubist Systematic Strategies, LLC Call 6.700 9,84 1.300 19,17
2025-06-27 NP BIVIX - Invenomic Fund Institutional Class shares 89.369 95,41 15.171 64,85
2025-08-06 13F AE Wealth Management LLC 1.926 20,45 374 30,88
2025-07-28 NP ICAP - InfraCap Equity Income Fund ETF 4.494 3,17 821 -1,80
2025-06-27 NP GDIIX - RNC Genter Dividend Income Fund 7.955 2,58 1.350 -13,46
2025-07-24 13F Strengthening Families & Communities, LLC 5 1
2025-08-08 13F Massachusetts Financial Services Co /ma/ 1.526.112 1,38 296.050 10,03
2025-07-30 NP Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 728 11,49 133 5,60
2025-07-07 13F Nova Wealth Management, Inc. 13 3
2025-08-06 13F Resona Asset Management Co.,Ltd. 52.839 2,95 10.248 12,04
2025-08-14 13F Balyasny Asset Management Llc 11.663 184,46 2.263 209,02
2025-08-13 13F Elizabeth Park Capital Advisors, Ltd. 13.600 6,83 2.638 15,96
2025-08-06 13F Achmea Investment Management B.V. 33.219 6
2025-07-31 13F Carnegie Capital Asset Management, LLC 3.805 40,67 738 73,24
2025-05-14 13F Credit Agricole S A 47.120 7,59 8.423 2,28
2025-08-13 13F Callodine Capital Management, LP 90.632 229,57 17.582 257,70
2025-08-11 13F Bell Investment Advisors, Inc 36 38,46 7 50,00
2025-08-14 13F Jane Street Group, Llc Call 66.300 27,75 12.862 38,63
2025-08-11 13F Strategic Wealth Partners, Ltd. 3.400 30,77 660 28,71
2025-08-25 NP VVSIX - Venerable US Large Cap Strategic Equity Fund Class I 6.628 8,12 1.286 17,35
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 15.505 1,49 2.632 -14,38
2025-07-22 NP JUST - Goldman Sachs JUST U.S. Large Cap Equity ETF 2.023 1,56 369 -3,15
2025-08-14 13F Jane Street Group, Llc Put 16.000 11,89 3.104 21,40
2025-07-29 13F Applied Finance Capital Management, LLC 4.113 798
2025-08-26 NP GFSYX - Strategic Alternatives Fund Institutional -131 77,03
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 171 271,74 33 312,50
2025-08-20 NP AMOMX - AQR Large Cap Momentum Style Fund Class I 11.034 227,03 2.140 254,89
2025-07-18 13F O'ROURKE & COMPANY, Inc 1.070 208
2025-04-29 13F Hm Payson & Co 753 0,13 135 -4,96
2025-08-14 13F Millennium Management Llc Call 8.400 366,67 1.630 407,48
2025-08-18 13F Geneos Wealth Management Inc. 1.727 4,29 335 13,18
2025-08-13 13F Mount Yale Investment Advisors, LLC 687 133
2025-07-30 13F Ethic Inc. 25.741 20,80 4.988 32,73
2025-07-17 13F Lakewood Asset Management LLC 15.708 0,23 3.047 8,78
2025-07-25 13F JustInvest LLC 18.709 21,20 3.636 31,79
2025-08-14 13F Millennium Management Llc Put 6.500 1.261
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 108.212 4,33 18.370 -11,99
2025-08-14 13F/A Rockefeller Capital Management L.P. 11.180 9,73 2.169 19,11
2025-08-26 NP JPEF - JPMorgan Equity Focus ETF 197.249 12,58 38.264 22,18
2025-08-06 13F Sienna Gestion 61.168 11,04 10.833 13,19
2025-08-07 13F Hennion & Walsh Asset Management, Inc. 9.568 2,65 1.856 11,40
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 22.823 0,86 4 0,00
2025-08-06 13F First Horizon Advisors, Inc. 3.183 0,73 618 9,40
2025-08-14 13F Syon Capital Llc 1.200 233
2025-08-14 13F Point72 Europe (London) LLP 67.500 13.094
2025-08-11 13F Brown Brothers Harriman & Co 3.685 0,71 715 9,17
2025-06-26 NP FBCV - Fidelity Blue Chip Value 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 6.793 1,21 1.153 -14,59
2025-07-11 13F/A Financiere des Professionnels - Fonds d,investissement inc. 896 174
2025-08-13 13F Walleye Capital LLC 2.056 2.678,38 399 2.961,54
2025-08-14 13F Ariel Investments, Llc 4.294 94,65 833 111,17
2025-08-12 13F/A Boston Partners 11.875 2,53 2.304 11,26
2025-08-13 13F Norges Bank 2.237.378 434.029
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV 14.920 4,89 2.894 13,85
2025-07-31 13F Curio Wealth, Llc 41 1.950,00 8 -65,00
2025-06-25 NP IMCV - iShares Morningstar 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 20.966 1,47 3.559 -14,41
2025-07-21 13F Hilltop National Bank 35 7
2025-08-13 13F Korea Investment CORP 158.250 126,63 30.699 145,96
2025-08-13 13F Vinva Investment Management Ltd 9.722 91,45 1.884 111,57
2025-08-28 NP QWLD - SPDR MSCI World StrategicFactors ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 311 26,42 60 39,53
2025-08-26 NP IXG - iShares Global Financials 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 6.393 1,32 1.240 10,03
2025-06-26 NP AASCX - Thrivent Mid Cap Stock Fund Class A 325.551 55.266
2025-08-04 13F Creekmur Asset Management LLC 0 0
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class 1.680 1,51 326 10,17
2025-08-13 13F Marshall Wace, Llp 584.438 6,16 113.375 15,21
2025-08-11 13F CFS Investment Advisory Services, LLC 2.525 0,96 0
2025-08-12 13F Wayfinding Financial, LLC 1.222 7,29 0
2025-07-31 13F/A Avion Wealth 48 33,33 0
2025-07-25 13F Concord Wealth Partners 389 0,78 75 8,70
2025-07-24 13F Us Bancorp \de\ 8.854 5,96 1.718 15,00
2025-08-14 13F Redwood Financial Network Corp 1.909 12,76 370 22,52
2025-08-06 13F Penserra Capital Management LLC 892 9,18 0
2025-06-26 NP FEKFX - Fidelity Equity-Income 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 13.588 5,43 2.307 -11,07
2025-07-24 13F Costello Asset Management, INC 96 5,49 19 12,50
2025-07-11 13F IFM Investors Pty Ltd 36.187 21,53 7.020 31,89
2025-07-31 13F CVA Family Office, LLC 296 7,25 57 16,33
2025-07-24 NP SUPAX - DWS Multi-Asset Growth Allocation Fund Class A 468 27,17 85 21,43
2025-08-13 13F Panagora Asset Management Inc 56.188 744,17 10.900 816,65
2025-08-11 13F Cornerstone Planning Group LLC 540 558,54 102 676,92
2025-08-12 13F DnB Asset Management AS 111.342 0,97 21.599 9,58
2025-06-23 NP IYG - iShares U.S. Financial Services 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 45.185 0,99 7.671 -14,81
2025-06-24 NP MAPAX - MainStay MAP Equity Fund Class A 74.363 6,82 12.624 -9,89
2025-08-07 13F Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 309.543 5,78 60.048 14,80
Other Listings
MX:MTB
GB:0JW2 200,09 USD
IT:1MTB 172,45 €
DE:MTZ 173,00 €
KZ:MTB_KZ 199,50 USD
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista

© 2015-2025 Fintel Ventures LLC. All rights reserved. Fintel® is a registered trademark.

This website is provided “as is” without any representations or warranties, express or implied. Fintel makes no representations or warranties in relation to this website or the information and materials provided on this website. Nothing on this website constitutes, or is meant to constitute, advice of any kind. If you require advice in relation to any financial matter you should consult an appropriate professional.

About Fintel
Top Investors
Features
Explore
Help Center