MX:PII / Polaris Inc. - Proprietà istituzionale - Venditori

Polaris Inc.
MX ˙ BMV ˙ US7310681025
Proprietà istituzionale e dei fondi - Venditori

Questa pagina mostra le istituzioni, i fondi e i principali azionisti che hanno ridotto le partecipazioni o chiuso le loro posizioni nell'ultimo periodo di riferimento. Le righe rosse indicano le posizioni chiuse. Fai clic sullicona del link per visualizzare la cronologia completa delle transazioni.

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Data di deposito Fonte Investitore Tipo Prezzo medio
(Stima)		 Azioni Δ Azioni
(%)		 Valore
dichiarato
($ 1000)		 Δ Valore
(%)		 Allocazione del portafoglio
(%)
2025-07-24 13F Us Bancorp \de\ 8.730 -20,79 355 -21,51
2025-06-30 NP PAMC - Pacer Lunt MidCap Multi-Factor Alternator ETF 3.158 -21,83 107 -68,15
2025-08-08 13F Cetera Investment Advisers Put 0 -100,00 0 -100,00
2025-08-27 NP TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund Short -1.471 -56,14 -60 -56,93
2025-03-26 NP FTLS - First Trust Long/Short Equity 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 Short -9.627 -459
2025-04-11 13F Riverview Trust Co 0 -100,00 0 -100,00
2025-08-15 13F Provenance Wealth Advisors, LLC 0 -100,00 0
2025-07-28 NP MVV - ProShares Ultra MidCap400 1.986 -1,73 78 -14,44
2025-08-12 13F Catalyst Funds Management Pty Ltd 0 -100,00 0
2025-07-09 13F Goelzer Investment Management, Inc. 0 -100,00 0
2025-08-11 13F Alps Advisors Inc 72.756 -0,71 2.958 -1,43
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class 16.281 -1,43 662 -2,22
2025-07-17 13F Global Trust Asset Management, LLC 853 -22,88 35 -24,44
2025-05-13 13F Trajan Wealth LLC 0 -100,00 0
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 1.156 -6,47 47 -8,00
2025-08-14 13F Jane Street Group, Llc 8.077 -87,21 328 -87,32
2025-07-11 13F Lantz Financial LLC 6.638 -55,50 270 -55,90
2025-07-01 13F Confluence Investment Management Llc 824.806 -10,63 33.528 -11,26
2025-07-17 13F Camelot Portfolios, LLC 25.554 -3,14 1.039 -3,89
2025-04-14 13F Capital Investment Advisors, LLC 0 -100,00 0
2025-08-20 NP HWVIX - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 69.300 -8,21 2.817 -8,83
2025-07-30 13F DekaBank Deutsche Girozentrale 2.594 -10,30 0
2025-05-13 13F Aptus Capital Advisors, LLC 0 -100,00 0
2025-05-14 13F Southernsun Asset Management, Llc 0 -100,00 0
2025-05-28 NP QCSTRX - Stock Account Class R1 22.095 -30,43 905 -50,57
2025-08-05 13F Simplex Trading, Llc Put 51.500 -15,99 2 0,00
2025-04-25 13F New Millennium Group LLC 0 -100,00 0
2025-08-05 13F Simplex Trading, Llc Call 29.600 -53,09 1 -50,00
2025-07-15 13F Td Private Client Wealth Llc 0 -100,00 0
2025-08-14 13F Wells Fargo & Company/mn 216.427 -7,57 8.798 -8,22
2025-08-25 NP DWSH - AdvisorShares Dorsey Wright Short ETF Short -3.203 46,06 -130 46,07
2025-06-27 NP RFV - Invesco S&P MidCap 400 Pure 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 40.049 -4,29 1.360 -31,83
2025-08-12 13F Legal & General Group Plc 85.633 -22,52 3.481 -23,08
2025-08-18 13F Wolverine Trading, Llc 11.647 -36,63 477 -37,37
2025-05-23 NP EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 1.739 -1,19 71 -29,70
2025-05-15 13F K2 Principal Fund, L.p. Put 0 -100,00 0
2025-07-11 13F Diversified Trust Co 0 -100,00 0
2025-05-14 13F Capital Fund Management S.a. 0 -100,00 0 -100,00
2025-07-10 13F Atticus Wealth Management, Llc 70 -12,50 3 -33,33
2025-08-18 13F Wolverine Trading, Llc Put 61.400 -28,52 2.514 -29,29
2025-08-14 13F Quarry LP 2.068 -2,73 84 -3,45
2025-05-09 13F Headlands Technologies LLC 0 -100,00 0
2025-06-30 NP PFM - Invesco Dividend Achievers ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.631 -4,62 55 -32,10
2025-07-30 13F Whittier Trust Co 0 -100,00 0
2025-08-14 13F Jain Global LLC 0 -100,00 0
2025-04-29 NP SEIAX - SIIT Multi-Asset Real Return Fund - Class A 0 -100,00 0 -100,00
2025-08-14 13F Hrt Financial Lp 0 -100,00 0
2025-08-20 NP QNZNX - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N 0 -100,00 0 -100,00
2025-05-05 13F Private Advisor Group, LLC 0 -100,00 0
2025-07-25 13F Hemington Wealth Management 21 -19,23 0
2025-08-13 13F Quadrant Capital Group Llc 0 -100,00 0
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 0 -100,00 0
2025-05-12 13F Harvest Investment Advisors, LLC 0 -100,00 0
2025-08-14 13F Jacobs Levy Equity Management, Inc 184.719 -64,02 7.509 -64,27
2025-06-26 NP TILVX - TIAA-CREF Large-Cap Value Index Fund Institutional Class 15.478 -32,07 526 -51,66
2025-05-12 13F Addison Advisors LLC 0 -100,00 0
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 1.038 -54,59 42 -54,84
2025-08-28 NP SMVIX - Simt Small Cap Value Fund Class I 1.352 -71,61 55 -72,16
2025-08-08 13F/A Sterling Capital Management LLC 1.466 -49,11 60 -49,57
2025-08-12 13F Calton & Associates, Inc. 0 -100,00 0
2025-05-13 13F Ci Investments Inc. 0 -100,00 0
2025-04-16 NP CLSE - Convergence Long/Short Equity ETF Short -5.469 -246
2025-07-09 13F Massmutual Trust Co Fsb/adv 793 -34,68 32 -34,69
2025-05-15 13F Polymer Capital Management (US) LLC 0 -100,00 0
2025-04-29 13F Envestnet Asset Management Inc 0 -100,00 0
2025-08-26 NP Spdr S&p Midcap 400 Etf Trust This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 414.771 -0,91 16.860 -1,61
2025-07-28 NP VMIDX - Mid Cap Index Fund 47.233 -4,34 1.852 -16,50
2025-05-05 13F Impact Partnership Wealth, LLC 0 -100,00 0
2025-04-25 NP DRIPX - MP63 Fund 0 -100,00 0 -100,00
2025-05-29 NP JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A) 13.873 -8,66 568 -35,20
2025-05-14 13F BancorpSouth Bank 0 -100,00 0
2025-08-06 13F SOUTH STATE Corp 60 -25,93 2 -33,33
2025-05-15 13F Hawk Ridge Capital Management Lp 0 -100,00 0
2025-08-08 13F Creative Planning 91.002 -14,28 3.699 -14,89
2025-08-14 13F Citadel Advisors Llc 0 -100,00 0
2025-04-09 13F Selway Asset Management 27.744 -0,89 1.136 -29,63
2025-05-01 13F Schechter Investment Advisors, LLC 0 -100,00 0
2025-07-31 13F Nisa Investment Advisors, Llc 3.735 -66,52 152 -66,89
2025-05-14 13F Tiemann Investment Advisors, Llc 0 -100,00 0 -100,00
2025-08-20 NP QCFIX - AQR CVX Fusion Fund Class I Short -64 -3
2025-05-23 NP IWD - iShares Russell 1000 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 126.952 -3,33 5.197 -31,31
2025-04-29 NP SFYX - SoFi Next 500 ETF 268 -73,31 12 -82,61
2025-08-12 13F Entropy Technologies, LP 0 -100,00 0
2025-08-27 NP RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity 44 -16,98 2 -50,00
2025-08-12 13F Jefferies Financial Group Inc. 0 -100,00 0
2025-05-30 NP SMSAX - SIMT Multi-Strategy Alternative Fund Class F Short -8.622 -353
2025-08-28 NP MDYV - SPDR(R) S & P 400 Mid Cap Value ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 90.447 -1,19 3.677 -1,89
2025-08-28 NP IJJ - iShares S&P Mid-Cap 400 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 294.089 -0,34 11.955 -1,05
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 -100,00 0
2025-08-12 13F Coldstream Capital Management Inc 0 -100,00 0
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 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 5.424 -24,36 184 -46,20
2025-08-15 13F Montag & Caldwell, Llc 0 -100,00 0
2025-05-06 13F Venturi Wealth Management, LLC 0 -100,00 0
2025-06-24 NP FMDCX - Federated Mid-Cap Index Fund Service Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.852 -66,94 63 -76,78
2025-08-14 13F Susquehanna Fundamental Investments, Llc 128.324 -12,22 5.216 -12,83
2025-05-23 NP LEQAX - LoCorr Dynamic Equity Fund Class A Short -7.198 -295
2025-05-16 13F Meiji Yasuda Asset Management Co Ltd. 0 -100,00 0
2025-04-17 13F Jlb & Associates Inc 0 -100,00 0
2025-08-27 NP VISVX - Vanguard Small-Cap Value 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 834.565 -3,17 33.925 -3,85
2025-08-12 13F Artisan Partners Limited Partnership 930.513 -2,61 37.825 -3,30
2025-08-14 13F Royal London Asset Management Ltd 0 -100,00 0
2025-06-23 NP IYC - iShares U.S. Consumer 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 11.629 -18,02 395 -41,72
2025-06-25 NP CSMIX - Columbia Small Cap Value Fund I Class A 110.648 -49,75 3.758 -64,23
2025-07-29 NP VRTTX - Vanguard Russell 3000 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 4.164 -2,09 163 -14,66
2025-07-17 13F Sound Income Strategies, LLC 31 -27,91 1 0,00
2025-08-12 13F TCTC Holdings, LLC 0 -100,00 0
2025-05-27 NP Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 1.282 -15,49 52 -40,23
2025-03-31 NP JFCAX - Fundamental All Cap Core Fund Class A 80.072 -0,94 3.819 -32,41
2025-07-25 NP DEUS - Xtrackers Russell 1000 Comprehensive Factor ETF 367 -9,61 14 -22,22
2025-08-14 13F D. E. Shaw & Co., Inc. Put 80.600 -25,02 3.276 -25,56
2025-08-14 13F D. E. Shaw & Co., Inc. Call 13.100 -1,50 533 -2,21
2025-08-15 13F Great West Life Assurance Co /can/ 40.083 -0,84 2 0,00
2025-08-19 NP RIFBX - U.S. Small Cap Equity Fund 0 -100,00 0 -100,00
2025-08-14 13F Alaska Permanent Fund Corp 0 -100,00 0
2025-07-15 13F Ballentine Partners, LLC 6.565 -41,31 267 -41,79
2025-08-14 13F Comerica Bank 17.032 -3,40 692 -4,02
2025-07-29 13F Nordea Investment Management Ab 0 -100,00 0
2025-08-14 13F D. E. Shaw & Co., Inc. 28.607 -60,51 1.163 -60,82
2025-08-14 13F Ilex Capital Partners (UK) LLP 13.687 -66,40 556 -66,65
2025-08-14 13F Silver Heights Capital Management Inc. 210.575 -0,01 8.560 -0,72
2025-08-14 13F Silvercrest Asset Management Group Llc 0 -100,00 0
2025-05-23 NP EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 3.950 -4,38 162 -32,35
2025-07-29 NP MPMCX - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares 2.760 -4,93 108 -46,00
2025-08-12 13F Jpmorgan Chase & Co Call 0 -100,00 0 -100,00
2025-08-14 13F Toronto Dominion Bank 380 -97,66 15 -97,74
2025-08-26 NP EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB 12.141 -4,61 494 -5,37
2025-08-13 13F State Board Of Administration Of Florida Retirement System 38.810 -0,03 1.578 -0,76
2025-08-25 13F/A Kovitz Investment Group Partners, LLC 0 -100,00 0
2025-08-27 NP VMNFX - Vanguard Market Neutral 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 Short -41.180 13,63 -1.674 12,81
2025-07-28 NP UMDD - ProShares UltraPro MidCap400 296 -34,80 12 -45,00
2025-05-15 13F Crestline Management, LP 0 -100,00 0
2025-08-14 13F Van Eck Associates Corp 0 -100,00 0
2025-06-23 NP MLPIX - Mid-cap Value Profund Investor Class 108 -93,79 4 -96,34
2025-07-24 13F Capital Advisors, Ltd. LLC 0 -100,00 0
2025-08-28 NP TPMN - Timothy Plan Market Neutral Etf 1.057 -6,29 43 -8,70
2025-08-13 13F Renaissance Technologies Llc 140.400 -77,36 5.707 -77,52
2025-08-12 13F Handelsbanken Fonder AB 13.100 -9,03 1
2025-08-27 NP NAESX - Vanguard Small-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 1.308.269 -1,78 53.181 -2,47
2025-08-11 13F Principal Securities, Inc. 487 -69,41 20 -79,12
2025-03-20 NP QRFT - QRAFT AI-Enhanced U.S. Large Cap ETF 0 -100,00 0 -100,00
2025-08-14 13F Balyasny Asset Management Llc Put 167.500 -33,00 6.809 -33,48
2025-07-23 13F Shell Asset Management Co 4.316 -17,82 0
2025-06-30 NP VYM - Vanguard High Dividend Yield Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 197.835 -7,67 6.718 -34,27
2025-08-26 NP POMIX - T. Rowe Price Total Equity Market 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 2.460 -1,60 100 -2,94
2025-08-27 NP Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 2.002 -35,19 81 -35,71
2025-04-24 13F Hunter Perkins Capital Management, LLC 0 -100,00 0
2025-08-14 13F Mml Investors Services, Llc 5.827 -61,09 0
2025-08-27 13F/A Squarepoint Ops LLC Put 0 -100,00 0 -100,00
2025-08-12 13F Global Retirement Partners, LLC 35 -88,14 1 -93,75
2025-05-13 13F Nuance Investments, Llc 0 -100,00 0
2025-07-16 13F Virginia Retirement Systems Et Al 0 -100,00 0
2025-08-13 13F Grantham, Mayo, Van Otterloo & Co. LLC 60.120 -4,16 2.444 -4,87
2025-08-14 13F Peak6 Llc Put 0 -100,00 0
2025-08-29 NP DEW - WisdomTree Global High Dividend Fund N/A 1.796 -16,58 73 -17,05
2025-08-14 13F SummitTX Capital, L.P. 0 -100,00 0
2025-08-12 13F Dimensional Fund Advisors Lp 1.337.177 -1,05 54.358 -1,75
2025-07-15 13F Public Employees Retirement System Of Ohio 0 -100,00 0
2025-06-26 NP USMIX - Extended Market Index Fund 6.284 -2,33 213 -30,39
2025-06-25 NP FXD - First Trust Consumer Discretionary 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 66.339 -70,56 2.253 -79,05
2025-08-27 13F/A Squarepoint Ops LLC 0 -100,00 0 -100,00
2025-08-27 13F/A Squarepoint Ops LLC Call 0 -100,00 0 -100,00
2025-08-27 NP APDWX - Artisan Value Income Fund Advisor Shares 5.911 -3,62 240 -4,38
2025-08-14 13F Macquarie Group Ltd 0 -100,00 0 -100,00
2025-05-12 13F Claro Advisors LLC 0 -100,00 0
2025-08-26 NP IWV - iShares Russell 3000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 14.464 -0,77 588 -1,51
2025-08-12 13F Corebridge Financial, Inc. 0 -100,00 0
2025-07-22 13F Wynn Capital, LLC 7.463 -2,43 303 -3,19
2025-05-30 NP STXV - Strive 1000 Value ETF 0 -100,00 0 -100,00
2025-07-29 13F Private Wealth Management Group, LLC 32 -82,80 1 -85,71
2025-08-26 NP EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB 43.992 -0,57 1.788 -1,27
2025-08-14 13F Cubist Systematic Strategies, LLC Call 32.600 -35,19 1.325 -35,65
2025-06-23 NP MPSIX - MidCap S&P 400 Index Fund Institutional Class 21.823 -1,46 741 -29,83
2025-08-14 13F Select Equity Group, L.P. 520.325 -67,89 21.151 -68,12
2025-08-14 13F Brevan Howard Capital Management LP 0 -100,00 0
2025-05-12 13F RIA Advisory Group LLC 0 -100,00 0
2025-05-06 13F Pacer Advisors, Inc. 0 -100,00 0
2025-08-14 13F Cubist Systematic Strategies, LLC Put 30.700 -31,17 1.248 -31,67
2025-08-14 13F Stifel Financial Corp 34.435 -0,61 1.400 -1,34
2025-08-25 NP MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class 26.132 -2,12 1.062 -2,75
2025-08-14 13F Raymond James Financial Inc 79.985 -69,25 3.251 -69,47
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial 10.950 -7,59 445 -8,25
2025-04-09 13F Nbc Securities, Inc. 0 -100,00 0
2025-08-13 13F Kiltearn Partners LLP 0 -100,00 0
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 11.810 -38,00 480 -38,38
2025-05-02 13F Edgestream Partners, L.P. 0 -100,00 0
2025-05-02 13F Mechanics Financial Corp 0 -100,00 0
2025-08-27 NP JNL SERIES TRUST - JNL Mid Cap Index Fund (I) 57.326 -5,25 2.330 -5,93
2025-08-18 13F Geneos Wealth Management Inc. 296 -20,22 12 -20,00
2025-08-14 13F Millennium Management Llc 156.494 -74,12 6.361 -74,30
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2 8.400 -3,81 341 -4,48
2025-07-18 13F Truist Financial Corp 0 -100,00 0 -100,00
2025-04-29 13F Hm Payson & Co 32.085 -40,19 1.314 -57,52
2025-08-14 13F Ancora Advisors, LLC 3.000 -50,00 122 -50,61
2025-04-25 13F Mather Group, Llc. 0 -100,00 0
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 10.781 -32,19 366 -51,72
2025-08-13 13F M&t Bank Corp 5.702 -27,27 231 -27,81
2025-05-13 13F Quadrature Capital Ltd 0 -100,00 0 -100,00
2025-08-26 NP NOMIX - Northern Mid Cap Index Fund 34.930 -4,19 1.420 -4,89
2025-04-30 13F Code Waechter LLC 0 -100,00 0
2025-05-15 13F Schonfeld Strategic Advisors LLC 0 -100,00 0
2025-06-26 NP CBLS - Clough Hedged Equity ETF Short -12.101 -411
2025-08-27 NP Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A 20.364 -3,27 828 -3,95
2025-08-08 13F KBC Group NV 1.771 -30,85 0
2025-05-14 13F Capital Analysts, Inc. 0 -100,00 0
2025-08-14 13F Verition Fund Management LLC 112.315 -45,72 4.566 -46,11
2025-05-15 13F Caption Management, LLC 0 -100,00 0 -100,00
2025-07-08 13F Parallel Advisors, LLC 2.686 -46,43 109 -46,83
2025-07-25 NP QARP - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 54 -77,31 2 -80,00
2025-07-17 13F Beacon Capital Management, LLC 0 -100,00 0
2025-08-14 13F Advisor OS, LLC 0 -100,00 0
2025-08-11 13F Wbi Investments, Inc. 0 -100,00 0
2025-03-31 NP TAGRX - Fundamental Large Cap Core Fund Class A 401.417 -5,48 19.148 -35,51
2025-07-08 13F Northwest & Ethical Investments L.P. 0 -100,00 0 -100,00
2025-08-13 13F First Trust Advisors Lp 114.605 -26,59 4.659 -27,12
2025-08-27 NP RYMDX - Mid-Cap 1.5x Strategy Fund Class H 156 -8,77 6 -14,29
2025-08-14 13F Goldman Sachs Group Inc 353.735 -35,01 14.379 -35,47
2025-08-13 13F Truvestments Capital Llc 860 -6,42 35 -8,11
2025-08-08 13F Alberta Investment Management Corp 0 -100,00 0
2025-08-13 13F Russell Investments Group, Ltd. 119.195 -7,98 4.846 -8,63
2025-07-23 13F Sachetta, LLC 34 -46,03 1 -50,00
2025-08-08 13F SBI Securities Co., Ltd. 21 -38,24 1 -100,00
2025-08-12 13F Swiss National Bank 101.400 -1,27 4.122 -1,97
2025-08-08 13F SG Americas Securities, LLC 6.045 -48,88 0
2025-05-05 13F Parkworth Wealth Management, Inc. 0 -100,00 0
2025-05-05 13F GW&K Investment Management, LLC 0 -100,00 0
2025-04-23 13F Crewe Advisors LLC 0 -100,00 0
2025-07-14 13F Painted Porch Advisors LLC 100 -71,43 4 -71,43
2025-07-23 13F Heck Capital Advisors, LLC 0 -100,00 0
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 287.848 -0,60 11.289 -13,21
2025-06-23 NP UMPIX - Ultramid-cap Profund Investor Class 416 -26,89 14 -48,15
2025-07-22 13F IMC-Chicago, LLC 16.754 -7,70 681 -8,34
2025-08-14 13F Smartleaf Asset Management LLC 39 -56,18 2 -66,67
2025-03-28 NP DCOR - Dimensional US Core Equity 1 ETF 533 -58,00 25 -71,59
2025-04-30 13F Mjp Associates Inc /adv 0 -100,00 0
2025-05-12 13F Benjamin Edwards Inc 0 -100,00 0
2025-08-12 13F SRS Capital Advisors, Inc. 332 -23,50 26 52,94
2025-07-14 13F Farmers & Merchants Investments Inc 4.911 -13,84 200 -14,59
2025-07-07 13F Bangor Savings Bank 171 -2,29 7 -14,29
2025-08-27 NP ARTQX - Artisan Mid Cap Value Fund Investor Shares 321.157 -6,18 13.055 -6,84
2025-05-29 NP Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) 0 -100,00 0 -100,00
2025-08-28 NP SSMHX - State Street Small/mid Cap Equity Index 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 17.103 -10,47 695 -11,13
2025-08-14 13F State Of Wisconsin Investment Board 5.060 -49,00 206 -49,51
2025-08-27 NP RYAVX - S&P MidCap 400 Pure Value Fund Class H 905 -9,05 37 -10,00
2025-06-24 NP JVAL - JPMorgan U.S. Value Factor ETF 9.118 -27,90 310 -48,76
2025-08-12 13F Jpmorgan Chase & Co Put 45.000 -0,22 1.829 -0,92
2025-08-14 13F Royal Bank Of Canada 47.876 -31,59 1.946 -32,10
2025-05-15 13F Zurich Insurance Group Ltd/FI 0 -100,00 0
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 10.257 -2,37 417 -3,26
2025-04-17 13F Janney Montgomery Scott LLC 0 -100,00 0
2025-05-15 13F Human Investing LLC 0 -100,00 0
2025-08-05 13F Bank Of Montreal /can/ 16.829 -89,52 684 -89,60
2025-08-13 13F Walleye Trading LLC Call 169.900 -23,50 6.906 -24,04
2025-08-29 NP DGRS - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A 138.442 -2,15 5.628 -2,85
2025-04-10 13F Hennion & Walsh Asset Management, Inc. 0 -100,00 0
2025-08-27 NP RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Value Fund Variable Annuity 1.079 -9,33 44 -10,42
2025-08-11 13F TD Waterhouse Canada Inc. 3.350 -82,07 150 -80,54
2025-08-13 13F Capital Fund Management S.a. Put 82.200 -32,68 3.341 -33,15
2025-04-18 NP AVMV - Avantis U.S. Mid Cap Value ETF 15 -95,90 1 -100,00
2025-05-02 13F Larson Financial Group LLC 0 -100,00 0 -100,00
2025-05-09 13F R Squared Ltd 0 -100,00 0
2025-08-13 13F Beutel, Goodman & Co Ltd. 0 -100,00 0
2025-08-04 13F Creative Financial Designs Inc /adv 63 -7,35 3 0,00
2025-08-11 13F Lsv Asset Management 145.100 -41,77 6 -50,00
2025-06-27 NP PASIX - PACE Alternative Strategies Investments Class A 0 -100,00 0 -100,00
2025-05-13 13F River Road Asset Management, LLC 0 -100,00 0
2025-08-14 13F Aquatic Capital Management LLC 129.650 -22,13 5.270 -22,68
2025-07-25 NP AGTHX - GROWTH FUND OF AMERICA Class A 3.837.983 -0,08 150.526 -12,76
2025-03-27 NP REUYX - Sustainable Equity Fund Class Y 4.464 -8,95 213 -38,01
2025-05-06 13F Neo Ivy Capital Management 0 -100,00 0
2025-04-28 13F First Horizon Advisors, Inc. 0 -100,00 0 -100,00
2025-08-14 13F Evergreen Capital Management Llc 0 -100,00 0
2025-04-23 13F Oppenheimer Asset Management Inc. 0 -100,00 0
2025-04-30 13F Rogco, Lp 0 -100,00 0
2025-08-14 13F Man Group plc 0 -100,00 0
2025-07-28 NP QVMM - Invesco S&P MidCap 400 QVM Multi-factor 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 6.551 -9,54 257 -21,23
2025-07-24 13F Robertson Stephens Wealth Management, LLC 12.007 -0,26 488 -0,81
2025-06-26 NP FZFLX - Fidelity SAI Small-Mid Cap 500 Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11.937 -14,59 405 -39,19
2025-05-06 13F Wedbush Securities Inc 0 -100,00 0
2025-05-28 NP ONEV - SPDR Russell 1000 Low Volatility Focus ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11.038 -0,43 452 -29,31
2025-05-19 NP BVALX - Brown Advisory - Beutel Goodman Large-Cap Value Fund Institutional Shares 563.570 -1,10 23.073 -29,73
2025-04-30 13F Alpine Woods Capital Investors, Llc 0 -100,00 0
2025-07-25 13F NorthRock Partners, LLC 6.782 -31,13 276 -31,76
2025-07-21 13F Quent Capital, LLC 0 -100,00 0
2025-05-30 NP SIFAX - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 0 -100,00 0 -100,00
2025-08-14 13F Citadel Advisors Llc Put 205.300 -11,36 8.345 -11,98
2025-05-15 13F Hancock Whitney Corp 0 -100,00 0
2025-08-12 13F WealthTrak Capital Management LLC 5 -75,00 0
2025-08-14 13F Peak6 Llc 8.866 -55,82 360 -56,15
2025-08-14 13F Peak6 Llc Call 18.900 -31,77 768 -32,28
2025-07-21 13F Credential Qtrade Securities Inc. 0 -100,00 0 -100,00
2025-07-10 13F Global Financial Private Client, LLC 0 -100,00 0
2025-08-13 13F Amundi 0 -100,00 0
2025-05-15 13F Voloridge Investment Management, Llc 0 -100,00 0
2025-05-12 13F Aigen Investment Management, Lp 0 -100,00 0
2025-07-09 13F Gateway Investment Advisers Llc 6.410 -3,20 261 -4,06
2025-04-24 13F Illinois Municipal Retirement Fund 0 -100,00 0
2025-06-27 NP MIDU - Direxion Daily Mid Cap Bull 3X Shares 904 -24,16 31 -46,43
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 76 -72,66 3 -72,73
2025-07-30 13F D.a. Davidson & Co. 0 -100,00 0
2025-08-12 13F Virtu Financial LLC 0 -100,00 0
2025-05-13 13F California Public Employees Retirement System 0 -100,00 0 -100,00
2025-08-13 13F Natixis Advisors, L.p. 0 -100,00 0
2025-08-06 13F Golden State Wealth Management, LLC 0 -100,00 0 -100,00
2025-07-22 NP GVUS - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 728 -9,11 29 -20,00
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 1.298 -39,91 44 -57,28
2025-08-29 NP JAEYX - Mid Cap Index Trust NAV 20.661 -1,47 840 -2,21
2025-08-14 13F Kerrisdale Advisers, LLC 14.065 -6,73 572 -7,46
2025-06-17 NP NMVLX - Nuance Mid Cap Value Fund Institutional Class 0 -100,00 0 -100,00
2025-07-29 13F Mutual Of America Capital Management Llc 26.271 -2,63 1.068 -3,35
2025-07-14 13F Ridgewood Investments LLC 8.701 -0,19 354 16,89
2025-05-22 NP IRMAX - Voya RussellTM Mid Cap Index Portfolio Class ADV 4.134 -3,00 169 -31,02
2025-06-25 NP BKSE - BNY Mellon US Small Cap Core Equity ETF 2.565 -21,99 87 -44,23
2025-08-15 13F Binnacle Investments Inc 0 -100,00 0
2025-08-11 13F New Age Alpha Advisors, LLC 0 -100,00 0
2025-08-13 13F Jump Financial, LLC 233.521 -21,83 9.493 -22,39
2025-05-15 13F Twin Tree Management, LP 0 -100,00 0 -100,00
2025-05-14 13F Toroso Investments, LLC 0 -100,00 0
2025-07-28 13F Td Asset Management Inc 0 -100,00 0
2025-08-13 13F Arrowstreet Capital, Limited Partnership 0 -100,00 0
2025-07-25 NP MIDE - Xtrackers S&P MidCap 400 ESG ETF 154 -19,37 6 -25,00
2025-05-09 13F CenterBook Partners LP 0 -100,00 0
2025-08-27 NP OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio 9.633 -0,81 392 -1,51
2025-05-13 13F Franklin Resources Inc 0 -100,00 0
2025-04-23 13F Spire Wealth Management 0 -100,00 0
2025-07-16 13F Highline Wealth Partners Llc 0 -100,00 0
2025-07-25 NP SCHA - Schwab U.S. Small-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 249.066 -1,28 9.768 -13,81
2025-07-15 13F Bfsg, Llc 0 -100,00 0
2025-08-04 13F Amalgamated Bank 23.226 -1,52 1
2025-06-24 NP BBMC - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 25.876 -1,34 879 -29,82
2025-08-13 13F Hsbc Holdings Plc 0 -100,00 0
2025-05-19 NP MSCQX - Mercer US Small/Mid Cap Equity Fund Class I 13.700 -64,61 561 -74,89
2025-05-14 13F B. Metzler seel. Sohn & Co. AG 0 -100,00 0
2025-08-01 13F Oversea-Chinese Banking CORP Ltd 0 -100,00 0
2025-07-31 13F Caitong International Asset Management Co., Ltd 44 -96,20 2 -97,87
2025-06-26 NP TSLCX - Transamerica Small Cap Value C 4.700 -6,93 160 -33,75
2025-05-01 13F Isthmus Partners, Llc 0 -100,00 0
2025-08-26 NP Profunds - Profund Vp Ultramid-cap 110 -14,73 4 -20,00
2025-04-22 13F Consolidated Planning Corp 0 -100,00 0
2025-08-13 13F Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0 -100,00 0
2025-04-22 13F Jfs Wealth Advisors, Llc 0 -100,00 0
2025-05-14 13F State of Wyoming 0 -100,00 0
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 347 -3,07 14 -30,00
2025-03-13 13F PKO Investment Management Joint-Stock Co 0 -100,00 0
2025-06-18 NP GMXAX - Nationwide Mid Cap Market Index Fund Class A 9.780 -4,33 332 -31,83
2025-07-09 13F Heritage Wealth Architects, Inc. 16.915 -1,48 688 -2,14
2025-06-24 NP TILT - FlexShares Morningstar US Market Factor Tilt Index Fund This fund is a listed as child fund of Northern Trust Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8.478 -1,26 288 -29,83
2025-05-01 13F Key FInancial Inc 0 -100,00 0
2025-08-06 13F SNS Financial Group, LLC 8.660 -2,26 352 -2,76
2025-06-26 NP DFEOX - U.s. Core Equity 1 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 78.370 -6,11 2.661 -33,16
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 350.563 -13,52 14.250 -14,14
2025-07-22 13F Gsa Capital Partners Llp 0 -100,00 0
2025-08-13 13F Systematic Financial Management Lp 192.350 -4,63 7.819 -5,30
2025-08-14 13F Tudor Investment Corp Et Al Call 23.200 -64,31 943 -64,56
2025-08-14 13F Susquehanna International Group, Llp 208.840 -41,02 8.489 -41,44
2025-08-14 13F Tudor Investment Corp Et Al Put 17.300 -81,85 703 -81,98
2025-05-13 13F Axq Capital, Lp 0 -100,00 0
2025-08-14 13F Qube Research & Technologies Ltd 0 -100,00 0
2025-07-25 13F Apollon Wealth Management, LLC 0 -100,00 0
2025-05-15 13F Mirabella Financial Services Llp 0 -100,00 0
2025-08-11 13F Hexagon Capital Partners LLC 0 -100,00 0
2025-06-23 NP PPSFX - LargeCap Value Fund III R-3 1.095 -19,54 37 -42,19
2025-07-29 13F Angeles Wealth Management, Llc 23.650 -48,23 961 -48,61
2025-08-13 13F Baird Financial Group, Inc. 0 -100,00 0
2025-08-06 13F Eukles Asset Management 38 -24,00 2 -50,00
2025-08-12 13F Landscape Capital Management, L.l.c. 70.742 -11,48 2.876 -12,11
2025-05-05 13F Hollencrest Capital Management 0 -100,00 0 -100,00
2025-08-14 13F Dark Forest Capital Management Lp 26.955 -67,87 1.096 -68,11
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I 0 -100,00 0 -100,00
2025-08-14 13F Tudor Investment Corp Et Al 0 -100,00 0 -100,00
2025-08-13 13F FORA Capital, LLC 0 -100,00 0
2025-07-09 13F Bruce G. Allen Investments, LLC 19 -66,67 1 -100,00
2025-07-09 13F Bank of New Hampshire 55 -43,30 2 -33,33
2025-08-14 13F Treasurer of the State of North Carolina 0 -100,00 0
2025-08-12 13F Nuveen, LLC 129.004 -2,51 5.244 48,47
2025-06-25 NP PESPX - BNY Mellon Midcap Index Fund, Inc. Investor Shares 24.884 -7,17 845 -33,88
2025-07-23 13F Kingswood Wealth Advisors, Llc 0 -100,00 0 -100,00
2025-05-23 NP IWB - iShares Russell 1000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 36.349 -2,69 1.488 -30,86
2025-07-31 13F Brinker Capital Investments, LLC 0 -100,00 0 -100,00
2025-07-28 13F Generali Asset Management SPA SGR 0 -100,00 0
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 2.129 -30,24 72 -50,34
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GB:0KJQ 58,52 USD
DE:PL6 48,80 €
US:PII 59,58 USD
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