SPXC / SPX Technologies, Inc. - Proprietà istituzionale - Acquirenti

SPX Technologies, Inc.
US ˙ NYSE

Proprietà istituzionale e dei fondi - Acquirenti

I principali detentori che hanno aperto nuove posizioni in SPX Technologies, Inc. includono DCCAX - Delaware Small Cap Core Fund Class A, Fisher Asset Management, LLC, GTSAX - INVESCO Small Cap Growth Fund Class A, Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a), Osterweis Capital Management Inc, Castleark Management Llc, Tribune Investment Group LP, Highlander Partners, L.P., OSTGX - Osterweis Emerging Opportunity Fund Investor Class, Susquehanna Portfolio Strategies, LLC, Moody Aldrich Partners Llc, Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A, Nicholas Company, Inc., FELC - Fidelity Enhanced Large Cap Core ETF, LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware SMID Cap Core Fund Service Class, Sandler Capital Management, Kingstone Capital Partners Texas, LLC, Horizon Investments, LLC, HSMNX - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class, e Glenmede Investment Management, LP .

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
(%)
2025-06-30 NP SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF 300 40
2025-08-26 NP PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares 2.545 7,61 427 40,13
2025-08-15 13F Kestra Advisory Services, LLC 1.777 298
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 2.730 415
2025-08-13 13F Rsm Us Wealth Management Llc 1.887 1,40 316 32,22
2025-08-12 13F Westfield Capital Management Co Lp 137.019 6,53 22.975 38,71
2025-06-24 NP SWSSX - Schwab Small-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 111.945 2,85 15.017 -7,10
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 2.627 0,54 352 -9,28
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 8 1
2025-07-22 13F HFM Investment Advisors, LLC 4 100,00 1
2025-06-27 NP DSCIX - Dana Small Cap Equity Fund Institutional Class Shares 3.637 488
2025-07-22 13F Bay Harbor Wealth Management, LLC 3 200,00 1
2025-08-14 13F Bank Of America Corp /de/ 215.963 16,65 36.213 51,89
2025-07-23 NP CFSLX - Column Small Cap Fund 2.007 5,58 305 10,51
2025-07-11 13F Kingstone Capital Partners Texas, LLC 11.200 1
2025-07-23 NP CFSSX - Column Small Cap Select Fund 11.185 10,49 1.701 15,40
2025-07-25 NP COVAX - Columbia Small Cap Value Fund II Class A 47.180 18,22 7.176 23,45
2025-06-24 NP SWSCX - Schwab Small-Cap Equity 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 14.597 163,01 1.958 137,62
2025-06-26 NP ISCG - iShares Morningstar Small-Cap Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12.989 5,33 1.742 -4,86
2025-08-14 13F Tribune Investment Group LP 42.000 7.043
2025-08-28 NP SPWIX - Simt Small Cap Growth Fund Class I 3.425 152,02 574 228,00
2025-08-22 NP FESM - Fidelity Enhanced Small Cap ETF 21.044 312,79 3.529 462,68
2025-08-08 13F Atlantic Trust, LLC 21 4
2025-08-08 13F Avantax Advisory Services, Inc. 6.594 9,88 1.106 43,13
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 54.454 2,41 9.131 33,34
2025-08-21 NP MXMTX - Great-West Small Cap Growth Fund Investor Class 16.250 21,29 2.725 57,91
2025-07-25 NP ISGDX - Columbia Integrated Small Cap Growth Fund Class A 2.077 316
2025-08-26 NP IVSOX - Voya SmallCap Opportunities Portfolio Class I 7.837 1.314
2025-08-13 13F Federated Hermes, Inc. 109.357 0,25 18.337 30,53
2025-07-10 13F Moody National Bank Trust Division 1.201 201
2025-08-12 13F Journey Strategic Wealth Llc 1.927 7,29 323 39,83
2025-08-14 13F State Street Corp 1.739.072 0,12 291.608 30,37
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 4.277 13,45 717 47,84
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 53.021 2,04 8.891 32,87
2025-06-30 NP CAFG - Pacer US Small Cap Cash Cows Growth Leaders ETF 843 113
2025-07-22 NP GMVAX - Goldman Sachs Small/Mid Cap Value Fund Class A 11.909 32,84 1.811 38,77
2025-07-29 NP SLPAX - Siit Small Cap Fund - Class A 3.874 18,33 589 23,74
2025-08-12 13F SRS Capital Advisors, Inc. 71 5,97 12 37,50
2025-08-26 NP SBHCX - Segall Bryant & Hamill Small Cap Core Fund Retail Class 4.467 18,11 749 53,80
2025-08-14 13F Port Capital LLC 455.611 15,19 76.397 49,98
2025-08-01 13F Bessemer Group Inc 8.242 21,98 1
2025-06-30 NP OWLLX - CHANNING INTRINSIC VALUE SMALL-CAP FUND Institutional Class 1.215 24,74 163 12,50
2025-08-27 NP RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Growth Fund Variable Annuity 526 27,98 88 69,23
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 1.543 3,14 259 34,38
2025-08-04 13F Amalgamated Bank 13.246 0,58 2 100,00
2025-08-13 13F New York State Common Retirement Fund 293.343 2,38 49 36,11
2025-08-26 13F/A Thrivent Financial For Lutherans 41.428 0,71 7 20,00
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 64 3,23 11 42,86
2025-07-22 NP GSC - Goldman Sachs Small Cap Core Equity ETF 19.963 12,06 3.036 17,04
2025-08-25 NP GARIX - Gotham Absolute Return Fund Institutional Class 476 53,55 80 102,56
2025-08-28 NP CIPSX - CHAMPLAIN SMALL COMPANY FUND ADVISOR SHARES 150.000 7,14 25.152 39,51
2025-07-24 13F IFP Advisors, Inc 28 5
2025-08-13 13F Walleye Capital LLC 1.278 214
2025-07-23 13F Klp Kapitalforvaltning As 9.800 8,89 1.643 41,76
2025-06-17 NP MMSMX - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 13.304 5,44 1.785 -4,80
2025-07-29 NP PTL - Inspire 500 ETF 1.090 20,31 166 25,95
2025-08-13 13F Fisher Asset Management, LLC 118.181 19.817
2025-07-21 13F Hilltop National Bank 726 35,45 122 57,14
2025-08-26 NP OGGFX - JPMorgan Small Cap Growth Fund Class I 299.839 0,54 50.277 30,92
2025-06-30 NP NSFLX - Natixis Sustainable Future 2055 Fund Class N 143 16,26 19 5,56
2025-05-29 NP TPSC - Timothy Plan US Small Cap Core ETF 2.368 13,09 305 0,00
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 7.402 6,93 1.241 39,28
2025-07-28 13F Allianz Asset Management GmbH 2.492 418
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 1.238 29,09 208 68,29
2025-03-27 NP BlackRock ETF Trust - Blackrock Future U.S. Themes 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 87 85,11 13 100,00
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 2.446 6,91 410 39,46
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 226.207 9,73 34.404 14,58
2025-08-13 13F Panagora Asset Management Inc 202.938 1,33 34.029 31,94
2025-08-15 13F Tower Research Capital LLC (TRC) 5.328 118,18 893 184,39
2025-07-28 NP AVLC - Avantis U.S. Large Cap Equity ETF 548 24,83 83 31,75
2025-08-27 NP PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 41.960 1,52 7.036 32,19
2025-06-27 NP RSSL - Global X Russell 2000 ETF 27.333 6,58 3.667 -3,73
2025-08-14 13F Aqr Capital Management Llc 57.167 175,72 9.586 258,99
2025-07-23 13F WoodTrust Financial Corp 1.600 0
2025-06-30 NP NSFJX - Natixis Sustainable Future 2045 Fund Class N 154 16,67 21 5,26
2025-08-22 NP FELV - Fidelity Enhanced Large Cap Value ETF 7.059 1.184
2025-08-14 13F Sei Investments Co 70.581 47,63 11.835 92,25
2025-06-30 NP NSFHX - Natixis Sustainable Future 2040 Fund Class N 141 3,68 19 -10,00
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 16.580 3,66 2.780 35,02
2025-06-30 NP NSFGX - Natixis Sustainable Future 2035 Fund Class N 90 8,43 12 0,00
2025-07-14 13F GAMMA Investing LLC 1.140 5,95 191 38,41
2025-08-28 NP SEIS - SEI Select Small Cap ETF 3.231 12,46 542 46,61
2025-08-28 NP STMSX - Simt Tax-managed Small/mid Cap Fund Class F 1.464 245
2025-07-15 13F Fortitude Family Office, LLC 13 2
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 3.429 2,33 522 6,76
2025-08-12 13F AlphaCore Capital LLC 2.079 0,53 349 30,83
2025-08-11 13F Private Advisor Group, LLC 7.116 1,17 1.193 31,82
2025-06-26 NP FZIPX - Fidelity ZERO Extended 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 13.865 2,57 1.860 -7,37
2025-06-30 NP NSFKX - Natixis Sustainable Future 2050 Fund Class N 164 10,07 22 0,00
2025-06-17 NP GSEQX - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 7.522 9,46 1.009 -1,08
2025-08-13 13F Healthcare Of Ontario Pension Plan Trust Fund 11.700 1.962
2025-08-06 13F EFG Asset Management (North America) Corp. 27.082 86,23 4.539 142,60
2025-08-12 13F Charles Schwab Investment Management Inc 650.803 2,35 109.127 33,27
2025-07-30 13F Cullen/frost Bankers, Inc. 102 17
2025-07-25 13F Yousif Capital Management, Llc 17.611 1,96 2.953 32,78
2025-08-12 13F Global Retirement Partners, LLC 247 2,92 41 20,59
2025-07-23 13F Regency Capital Management Inc.\DE 1.608 270
2025-08-27 NP VITNX - Vanguard Institutional Total Stock Market Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 22.708 1,45 3.808 32,10
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 11.991 8,09 2.011 40,76
2025-08-07 13F Guidance Capital, Inc 3.554 0,51 698 36,40
2025-07-30 13F Ethic Inc. 9.586 10,23 1.602 39,06
2025-08-14 13F Janus Henderson Group Plc 754.433 7,44 126.502 39,19
2025-08-27 NP Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 25.455 4.268
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 170 12,58 29 47,37
2025-08-12 13F Champlain Investment Partners, LLC 459.574 12,31 77.061 46,23
2025-07-22 NP GUSA - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 1.492 0,13 227 4,15
2025-06-25 NP ISCB - iShares Morningstar 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 2.285 5,59 307 -4,67
2025-07-25 NP DCCAX - Delaware Small Cap Core Fund Class A 181.041 27.535
2025-08-14 13F Driehaus Capital Management Llc 147.167 24.677
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 3 0
2025-08-14 13F Jane Street Group, Llc Put 8.000 2,56 1.341 33,57
2025-07-25 13F Hemington Wealth Management 54 8,00 0
2025-08-07 13F Profund Advisors Llc 2.306 7,01 387 39,35
2025-06-26 NP FSSNX - Fidelity 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 454.907 2,42 61.026 -7,49
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 12.880 112,26 1.959 121,74
2025-08-14 13F Verition Fund Management LLC 35.623 115,45 5.973 180,55
2025-08-14 13F Lighthouse Investment Partners, LLC 25.006 4.193
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 1.034 6,71 173 39,52
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 9.268 1,99 1.554 32,82
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 1.968 155,25 330 232,32
2025-07-14 13F UMA Financial Services, Inc. 4 1
2025-08-25 NP GENIX - Gotham Enhanced Return Fund Institutional Class 134 2.580,00 22
2025-08-13 13F Norges Bank 579.811 97.223
2025-08-12 13F Sandhill Capital Partners LLC 284.051 0,68 47.630 31,10
2025-08-26 NP Profunds - Profund Vp Small-cap 104 1,96 17 30,77
2025-07-29 NP SSCYX - Small Capitalization Portfolio Class A 256 39
2025-07-11 13F/A Umb Bank N A/mo 266 13,19 45 46,67
2025-08-13 13F Bare Financial Services, Inc 52 188,89 9 300,00
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 2.054 18,18 345 53,57
2025-08-27 NP BBTSX - Bridge Builder Tax Managed Small/Mid Cap Fund 28.375 11,13 4.758 44,68
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 5.118 2,59 687 -7,30
2025-08-06 13F Highlander Partners, L.P. 41.250 6.917
2025-08-04 13F Emerald Advisers, Llc 135.104 3,79 22.654 35,15
2025-08-13 13F Mount Yale Investment Advisors, LLC 2.674 1,48 448 32,15
2025-07-25 NP AFSM - First Trust Active Factor Small 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 725 0,14 110 4,76
2025-08-14 13F Mercer Global Advisors Inc /adv 2.235 7,87 375 40,60
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth 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 13.243 30,15 1.777 17,54
2025-08-14 13F Silvercrest Asset Management Group Llc 172.110 4,83 28.859 36,50
2025-08-26 NP JMEE - JPMorgan Market Expansion Enhanced Equity ETF 21.101 3,42 3.538 34,68
2025-08-08 13F Summitry Llc 1.399 235
2025-08-14 13F Xponance, Inc. 3.643 3,67 611 34,96
2025-07-18 13F First Pacific Financial 21 4
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 4.661 1,22 782 31,70
2025-06-26 NP THMAX - Thrivent Moderate Allocation Fund Class A 584 78
2025-08-04 13F Hantz Financial Services, Inc. 189 8,62 0
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 11.101 1,78 1.489 -8,03
2025-08-12 13F Ameritas Investment Partners, Inc. 4.661 1,22 782 31,70
2025-08-08 13F/A Sterling Capital Management LLC 9.475 0,67 1.589 31,02
2025-08-14 13F Stifel Financial Corp 3.388 54,84 568 102,14
2025-08-15 NP PENNX - Royce Pennsylvania Mutual Fund Investment Class 3.325 558
2025-08-14 13F Capstone Investment Advisors, Llc 1.991 334
2025-08-04 13F AdvisorShares Investments LLC 139 23
2025-08-06 13F Commonwealth Equity Services, Llc 10.557 567,32 2
2025-08-25 NP HISCX - Hartford Small Cap Growth Hls Fund Ia 43.975 8,22 7.374 40,92
2025-08-13 13F Invesco Ltd. 1.157.177 22,26 194.035 59,19
2025-08-14 13F Glenmede Investment Management, LP 8.868 1.487
2025-07-30 13F Forum Financial Management, LP 1.676 0,12 281 30,70
2025-08-11 13F Vanguard Group Inc 5.066.036 1,05 849.473 31,57
2025-08-26 NP DELAWARE VIP TRUST - Delaware VIP Opportunity Series Standard 1.640 275
2025-08-28 NP SLLAX - SIMT Small Cap Fund Class F 2.251 4,16 377 35,61
2025-08-14 13F Quantinno Capital Management LP 2.497 419
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 79.103 3,09 13.264 34,23
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 704 46,97 94 32,39
2025-08-05 13F Bank of New York Mellon Corp 304.595 0,95 51.074 31,44
2025-08-14 13F Raymond James Financial Inc 219.185 1,21 36.753 31,77
2025-08-22 NP CVMC - Calvert US Mid-Cap Core Responsible Index ETF 365 4,58 61 38,64
2025-08-15 13F Captrust Financial Advisors 11.753 58,46 1.971 106,28
2025-08-13 13F Kennedy Capital Management, Inc. 70.191 271,03 11.770 383,13
2025-08-14 13F Susquehanna Portfolio Strategies, LLC 30.557 5.124
2025-08-27 NP Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) 48.678 8.162
2025-08-08 13F Larson Financial Group LLC 8 33,33 1
2025-06-30 NP NSFOX - Natixis Sustainable Future 2065 Fund Class N 29 7,41 4 -25,00
2025-08-12 13F Segall Bryant & Hamill, Llc 32.859 8,13 5.510 40,79
2025-08-13 13F Mackenzie Financial Corp 2.777 466
2025-08-05 13F Geneva Capital Management Llc 472.748 5,87 79.270 37,85
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 5.501 154,79 922 231,65
2025-08-26 NP Profunds - Profund Vp Small-cap Growth 1.071 2,98 180 34,59
2025-08-13 13F Lido Advisors, LLC 2.720 9,06 456 42,06
2025-08-12 13F Proequities, Inc. 0 0
2025-08-13 13F Jackson Creek Investment Advisors LLC 2.622 0
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 3.105 7,37 537 44,35
2025-08-14 13F Synovus Financial Corp 4.491 4,39 753 35,92
2025-08-22 NP FELC - Fidelity Enhanced Large Cap Core ETF 15.786 2.647
2025-06-26 NP EMGRX - Nuveen Small Cap Select Fund Class A This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 17.424 6,38 2.337 -3,91
2025-08-27 NP IYSYX - Ivy Small Cap Core Fund Class Y 7.360 1.234
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 16.640 5,05 2.790 36,83
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 33.529 11,97 4.498 1,12
2025-07-25 13F JustInvest LLC 5.509 20,65 924 56,97
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 8.617 17,25 1.156 5,87
2025-07-16 13F State of Alaska, Department of Revenue 27.824 8,32 5 33,33
2025-08-11 13F Royce & Associates Lp 7.875 1.320
2025-08-28 NP VYSVX - Vericimetry U.S. Small Cap Value Fund 2.105 10,50 353 43,67
2025-08-04 13F Creative Financial Designs Inc /adv 1.159 857,85 194 1.193,33
2025-07-25 13F Allspring Global Investments Holdings, LLC 1.291 218
2025-04-17 NP FLCGX - QUANTEX FUND Retail Class 37 117,65 5 100,00
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 773 3,90 130 35,79
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 2.871 44,05 385 30,07
2025-08-13 13F California Public Employees Retirement System 70.954 7,78 11.898 40,34
2025-08-08 13F Geode Capital Management, Llc 1.086.522 1,66 182.211 32,35
2025-08-08 13F Pnc Financial Services Group, Inc. 9.725 1,43 1.631 32,09
2025-08-07 13F PFG Advisors 4.179 82,25 701 137,29
2025-08-04 13F Assetmark, Inc 1.525 0,07 256 30,10
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 34.900 5,44 5.852 37,31
2025-08-06 13F Savant Capital, LLC 1.227 206
2025-07-29 NP JSJIX - Small Cap Growth Fund Class NAV 27.190 6,63 4.135 11,34
2025-08-15 13F Ewing Morris & Co. Investment Partners Ltd. 12.112 17,46 2.031 6,23
2025-08-25 NP QWVOX - Clearwater Small Companies Fund 1.791 671,98 300 934,48
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 82.647 17,92 12.570 23,13
2025-08-14 13F Algert Global Llc 27.863 56,16 5 100,00
2025-07-25 13F Oregon Public Employees Retirement Fund 10.737 0,94 1.800 31,48
2025-08-14 13F PDT Partners, LLC 14.366 0,01 2.409 30,23
2025-08-14 13F Canada Pension Plan Investment Board 10.300 1.727
2025-08-26 NP ICSAX - VY(R) Columbia Small Cap Value II Portfolio Class ADV 5.720 13,94 959 48,45
2025-06-27 NP ESCQX - Embark Small Cap Equity Fund Retirement Class 9.586 21,76 1.286 9,92
2025-08-27 NP VSTCX - Vanguard Strategic Small-Cap 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 18.259 45,65 3.062 89,65
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 6.020 12,33 916 17,31
2025-08-25 NP PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1 6.500 3,17 1.090 34,28
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 6.719 5,28 1.127 37,15
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index 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 5.754 3,19 965 34,26
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 182 35
2025-07-17 13F Sage Rhino Capital Llc 1.282 215
2025-06-26 NP NSCS - Nuveen Small Cap Select ETF This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 847 1,93 114 -8,13
2025-08-15 NP Royce Value Trust Inc 4.550 763
2025-05-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 20.358 4,99 2.622 -7,09
2025-08-07 13F Axiom International Investors Llc /de 58.591 38,13 9.825 79,86
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 1.423.380 1,80 238.672 32,55
2025-07-11 13F Diversified Trust Co 15.487 7,05 2.597 39,35
2025-08-26 NP Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF 111 19
2025-07-21 13F Segment Wealth Management, LLC 1.200 201
2025-08-28 NP OBSOX - Oberweis Small-Cap Opportunities Fund Investor Class 76.900 1,99 12.895 32,79
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 16.411 4,36 2.752 35,85
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 77.016 5,33 10.332 -4,86
2025-07-22 NP FLCV - Federated Hermes MDT Large Cap Value ETF 1.334 28,76 203 34,67
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 4.547 1,27 1
2025-08-15 13F State of Tennessee, Treasury Department 22.609 2,75 3.791 33,82
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 122.034 13,44 18.560 18,46
2025-08-12 13F Rhumbline Advisers 130.577 6,40 21.895 38,54
2025-08-26 NP Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Core Class II 3.867 648
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 38.330 46,31 6.427 90,54
2025-08-26 NP PENN SERIES FUNDS INC - Smid Cap Growth Fund 6.418 23,64 1.076 61,08
2025-08-14 13F Bnp Paribas Arbitrage, Sa 41.577 78,30 6.972 132,13
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 7.294 7,36 1.109 12,13
2025-08-14 13F Voya Investment Management Llc 136.475 364,52 22.884 504,92
2025-08-27 NP PIBAX - PGIM BALANCED FUND Class A 400 67
2025-08-12 13F Van Berkom & Associates Inc. 438.509 19,15 74 55,32
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 34.344 0,86 5.759 31,31
2025-07-25 13F Atria Wealth Solutions, Inc. 1.734 3,15 291 34,26
2025-08-13 13F EverSource Wealth Advisors, LLC 425 62,84 71 115,15
2025-08-26 NP GSCYX - SMALL CAP EQUITY FUND Institutional 6.880 1.154
2025-08-14 13F Osterweis Capital Management Inc 48.655 8.158
2025-08-25 NP MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Growth Fund Class 17.170 10,02 2.879 43,31
2025-08-12 13F Advisors Asset Management, Inc. 16.766 43,37 2.811 86,78
2025-07-28 NP VCSLX - Small Cap Index Fund 19.140 11,30 2.911 16,25
2025-08-14 13F Citadel Advisors Llc 51.073 25,51 8.564 63,42
2025-08-14 13F Citadel Advisors Llc Put 1.500 400,00 252 560,53
2025-07-09 13F Harbor Capital Advisors, Inc. 9.521 1,82 2 0,00
2025-08-05 13F Nicholas Company, Inc. 19.810 3.322
2025-08-04 13F Keybank National Association/oh 3.888 0,65 652 30,99
2025-08-13 13F M&t Bank Corp 37.714 0,59 6.324 30,97
2025-08-26 NP PNSAX - Putnam Small Cap Growth Fund Class C shares 208.281 4,35 34.925 35,87
2025-07-25 13F Cwm, Llc 3.125 47,82 1
2025-08-27 NP OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 9.308 68,53 1.561 119,41
2025-08-12 13F Franklin Resources Inc 301.284 33,30 50.519 73,57
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Value Fund 8.529 40,58 1.430 83,10
2025-08-14 13F Warren Averett Asset Management, LLC 3.996 1,63 670 32,41
2025-08-15 13F Morgan Stanley 643.162 10,73 107.845 44,18
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 665 88,92 112 146,67
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 7.865 7,43 1.055 -2,94
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 665 15,05 112 50,00
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 21.215 1,95 2.846 -7,93
2025-08-29 NP STXM - Strive Mid-Cap ETF 227 5,58 38 40,74
2025-08-06 13F Rialto Wealth Management, LLC 2 0
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 8.538 1,97 1.432 32,75
2025-08-13 13F Jones Financial Companies Lllp 253 10,00 42 44,83
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 14.099 17,51 2.364 53,01
2025-08-07 13F Allworth Financial LP 258 8,40 43 38,71
2025-08-14 13F Mariner, LLC 5.251 8,76 880 41,71
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 15.890 136,60 2.664 208,33
2025-08-11 13F WPG Advisers, LLC 46 24,32 8 75,00
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware SMID Cap Core Fund Service Class 14.273 2.393
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 721.852 1,10 121.040 31,64
2025-06-26 NP TAAAX - Thrivent Aggressive Allocation Fund Class A 528 71
2025-06-26 NP FRMPX - Nuveen Small Cap Growth Opportunities Fund Class A This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 28.665 1,12 3.845 -8,67
2025-06-26 NP OWSMX - Old Westbury Small & Mid Cap Strategies Fund 135.000 103,30 18.110 83,63
2025-08-11 13F Intrust Bank Na 1.528 256
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 6.761 1.134
2025-08-26 NP SCDS - JPMorgan Fundamental Data Science Small Core ETF 198 33
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 6.624 842,25 1.111 1.190,70
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 1.184 0,42 180 5,26
2025-08-14 13F Macquarie Group Ltd 340.496 1.142,87 57.094 1.518,31
2025-08-22 NP CVLC - Calvert US Large-Cap Core Responsible Index ETF 601 8,88 101 40,85
2025-07-10 13F Redhawk Wealth Advisors, Inc. 21.824 11,80 3.659 45,60
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio 58.272 8,79 9.771 41,67
2025-07-29 NP BLUIX - BLUEPRINT GROWTH FUND Institutional Class 928 6,30 141 11,02
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 26.248 526,44 4.401 716,51
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 487 0
2025-08-27 NP Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A 52.026 3,58 8.724 34,86
2025-07-28 NP HDG - ProShares Hedge Replication ETF 59 11,32 9 14,29
2025-07-24 NP FSMAX - Fidelity Extended 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 253.100 0,53 38.494 4,97
2025-04-18 NP QGRO - American Century STOXX U.S. Quality Growth ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12.598 22,96 1.835 1,49
2025-06-26 NP JHMM - John Hancock Multifactor Mid Cap ETF 16.343 61,25 2.192 45,65
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 107 2,88 18 30,77
2025-07-28 NP NBMIX - Neuberger Berman Small Cap Growth Fund Investor Class 37.374 2,34 5.684 6,88
2025-08-18 13F Castleark Management Llc 46.610 7.816
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 3.192 6,44 535 38,60
2025-08-28 NP SSSEX - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 599 13,45 100 49,25
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 12.145 4,82 2.036 36,46
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 86.306 1,44 13.126 5,93
2025-06-26 NP TMAAX - Thrivent Moderately Aggressive Allocation Fund Class A 943 127
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 233 2,64 39 34,48
2025-07-25 13F Fifth Third Wealth Advisors LLC 1.368 229
2025-08-14 13F Ieq Capital, Llc 6.121 1.026
2025-08-05 13F Bank Of Montreal /can/ 8.202 3,78 1.371 34,71
2025-08-13 13F Hsbc Holdings Plc 12.360 76,72 2.057 129,98
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 30.865 9,75 5.175 42,92
2025-08-14 13F Wellington Management Group Llp 241.899 9,06 40.562 42,01
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 8.589 9,27 1.440 42,29
2025-08-27 NP JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A) 14.807 28,53 2.483 67,36
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 20.183 31,79 3.384 71,60
2025-08-13 13F Arizona State Retirement System 13.652 2,66 2.289 33,70
2025-08-06 13F True Wealth Design, LLC 10 11,11 2 0,00
2025-08-26 NP AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small Cap Growth Portfolio Class A 6.300 2,22 1.056 33,17
2025-08-08 13F Creative Planning 23.694 5,66 3.973 37,62
2025-08-25 NP SMCWX - SMALLCAP WORLD FUND INC Class A 1.356.956 257,50 227.534 365,50
2025-07-28 NP SCAP - InfraCap Small Cap Income ETF 850 129
2025-05-15 13F Texas Permanent School Fund 26.759 3.590
2025-08-22 NP OSTGX - Osterweis Emerging Opportunity Fund Investor Class 40.590 6.806
2025-07-29 NP EBI - Longview Advantage ETF 384 448,57 58 480,00
2025-08-26 NP FSGS - Small Cap US Equity 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 2.054 344
2025-08-12 13F Ci Investments Inc. 118 45,68 0
2025-04-24 NP BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.749 255
2025-07-29 NP SSMAX - Siit Small Mid Cap Equity Fund - Class A 11.609 18,35 1.766 23,60
2025-08-18 13F/A National Bank Of Canada /fi/ 386 20,25 65 56,10
2025-08-27 NP JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A) 2.966 4,29 497 35,79
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 18.799 103,89 2.522 84,15
2025-08-14 13F Oberweis Asset Management Inc/ 76.900 1,99 12.895 32,79
2025-08-25 NP HVAC - AdvisorShares HVAC and Industrials ETF 139 63,53 23 130,00
2025-08-14 13F Price T Rowe Associates Inc /md/ 520.531 1,10 87 31,82
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Channing Small Cap Value Fund Standard Class 14.840 3,54 2.488 34,85
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 20.687 0,57 3.146 5,04
2025-07-29 13F Mutual Of America Capital Management Llc 24.406 3,45 4.092 34,69
2025-08-14 13F/A Barclays Plc 106.216 41,48 18 88,89
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 50.129 121,78 8.406 188,83
2025-08-29 NP JATTX - Janus Henderson Triton Fund Class T 239.015 15,98 40.078 51,01
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 87.643 0,27 14.696 30,56
2025-06-26 NP DFUV - Dimensional US Marketwide Value ETF 24.578 47,56 3.297 33,32
2025-07-24 13F Us Bancorp \de\ 6.159 6,30 1.033 38,34
2025-06-30 NP NSFMX - Natixis Sustainable Future 2060 Fund Class N 116 17,17 16 7,14
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 6.996 2,64 1.173 33,75
2025-08-14 13F Ubs Asset Management Americas Inc 226.543 17,91 37.987 53,53
2025-08-14 13F CIBC Asset Management Inc 1.440 241
2025-08-04 13F Moody Aldrich Partners Llc 28.185 4.726
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 21.091 2,28 3.537 33,18
2025-08-04 13F Atria Investments Llc 2.398 8,85 402 42,05
2025-07-22 NP GSSIX - Goldman Sachs Small Cap Value Fund Institutional 52.993 44,14 8.060 50,52
2025-08-01 13F Teacher Retirement System Of Texas 15.000 30,97 2.515 70,62
2025-08-22 NP Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 20.239 244,96 3.394 349,40
2025-06-26 NP TSMOX - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 39.843 13,73 5.345 2,71
2025-08-12 13F Zacks Investment Management 12.816 231,59 2.149 332,39
2025-08-14 13F Financial Advisory Service, Inc. 1.211 203
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 113.023 2,57 15.162 -7,35
2025-08-14 13F Mml Investors Services, Llc 3.730 28,98 1
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 8.694 0,35 1.458 30,67
2025-08-12 13F Coldstream Capital Management Inc 3.138 60,18 526 108,73
2025-07-29 NP JSTC - Adasina Social Justice All Cap Global ETF 1.048 15,42 159 20,45
2025-08-22 NP FEAC - Fidelity Enhanced U.S. All-Cap Equity ETF 20 3
2025-08-13 13F Capital World Investors 1.356.956 257,50 227.534 365,50
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 12.485 21,32 1.675 9,55
2025-08-07 13F Parkside Financial Bank & Trust 120 0,84 20 33,33
2025-06-23 NP PPNMX - SmallCap Growth Fund I R-3 144.808 0,26 19.426 -9,44
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 29.414 8,64 3.946 -1,89
2025-08-11 13F Principal Securities, Inc. 24 4
2025-08-26 NP MADE - iShares U.S. Manufacturing ETF 298 39,25 50 81,48
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 6.137 9,65 823 -0,96
2025-08-12 13F American Century Companies Inc 7.377 15,66 1.237 50,55
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 199 6,99 27 -3,70
2025-08-14 13F Sandler Capital Management 11.347 1.903
2025-07-25 NP SCHM - Schwab U.S. Mid-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 122.778 2,54 18.673 7,08
2025-08-14 13F Optiver Holding B.V. 76 33,33 13 71,43
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 10.255 4,89 1.720 36,54
2025-08-14 13F Fmr Llc 827.484 6,56 138.753 38,75
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 66.419 7,76 10.102 12,52
2025-04-24 NP OASC - OneAscent Small Cap Core ETF 1.202 12,02 175 -7,41
2025-08-12 13F BlackRock, Inc. 7.270.187 0,07 1.219.065 30,30
2025-08-12 13F Public Sector Pension Investment Board 159.180 8,26 26.691 40,97
2025-08-08 13F Tortoise Investment Management, LLC 60 3,45 10 42,86
2025-06-26 NP TCAAX - Thrivent Moderately Conservative Allocation Fund Class A 93 12
2025-08-14 13F Horizon Investments, LLC 10.073 1.689
2025-08-12 13F LPL Financial LLC 14.017 4,89 2.350 36,63
2025-08-12 13F Cynosure Management, Llc 2.987 21,27 501 57,73
2025-07-24 NP HSMNX - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 9.710 1.477
2025-08-14 13F California State Teachers Retirement System 42.749 0,06 7.168 30,30
2025-08-01 13F Peregrine Capital Management Llc 97.309 2,92 16.317 34,01
2025-07-23 13F Maryland State Retirement & Pension System 13.699 1,23 2.297 31,86
2025-08-14 13F UBS Group AG 119.568 9,73 20.049 42,87
2025-08-05 13F Versor Investments LP 4.436 4,03 744 35,34
2025-06-30 NP NSFFX - Natixis Sustainable Future 2030 Fund Class N 72 14,29 10 0,00
2025-08-14 13F Evergreen Capital Management Llc 4.000 0,25 671 30,60
2025-07-22 NP GSBDX - Goldman Sachs Small Cap Growth Fund Class A Shares 41.249 12,74 6.274 17,71
2025-08-27 NP GTSAX - INVESCO Small Cap Growth Fund Class A 53.369 8.949
2025-08-12 13F MAI Capital Management 208 80,87 35 142,86
2025-08-13 13F Natixis Advisors, L.p. 25.546 4,34 4 33,33
2025-06-26 NP AALGX - Thrivent Global Stock Fund Class A 633 85
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