IBKR / Interactive Brokers Group, Inc. - Proprietà istituzionale - Venditori

Interactive Brokers Group, Inc.
US ˙ NasdaqGS ˙ US45841N1072

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
(%)
2025-05-30 NP BITQ - Bitwise Crypto Industry Innovators ETF 13.624 -28,53 2.256 -33,03
2025-08-08 13F Jupiter Asset Management Ltd 0 -100,00 0
2025-07-15 13F Mather Group, Llc. 0 -100,00 0
2025-05-08 13F Plante Moran Financial Advisors, LLC 0 -100,00 0
2025-07-29 NP VFAIX - Vanguard Financials Index Fund Admiral 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 174.565 -2,49 36.603 0,03
2025-08-13 13F ESL Trust Services, LLC 0 -100,00 0
2025-03-31 NP FBCGX - Fidelity Blue Chip Growth K6 Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 13.288 -0,36 2.889 42,04
2025-06-24 NP QAACX - Federated MDT All Cap Core Fund Class A Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 45.952 -2,23 7.897 -22,73
2025-07-22 NP FLCV - Federated Hermes MDT Large Cap Value ETF 1.771 -1,99 371 0,54
2025-08-13 13F Quantbot Technologies LP 55.451 -33,45 3.073 -77,74
2025-08-14 13F Freestone Grove Partners LP 0 -100,00 0
2025-08-14 13F Sig Brokerage, Lp 0 -100,00 0
2025-06-25 NP WRAAX - Wilmington Global Alpha Equities Fund Class A Shares 0 -100,00 0 -100,00
2025-06-26 NP ILCG - iShares Morningstar Large-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 9.574 -0,18 1.645 -21,10
2025-08-12 13F Zacks Investment Management 20.173 -39,85 1.118 -79,88
2025-08-27 NP OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio 0 -100,00 0 -100,00
2025-08-28 NP WBIG - WBI BullBear Yield 3000 ETF 9.064 -8,10 502 -69,26
2025-04-04 13F Capital Market Strategies LLC 0 -100,00 0
2025-05-08 13F LGT Financial Advisors LLC 0 -100,00 0 -100,00
2025-08-14 13F Gen-Wealth Partners Inc 0 -100,00 0
2025-05-15 13F FJ Capital Management LLC 0 -100,00 0
2025-08-14 13F Headlands Technologies LLC 0 -100,00 0 -100,00
2025-07-25 NP FNDA - Schwab Fundamental U.S. Small Company Index ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 50.457 -15,65 10.580 -13,48
2025-05-27 NP RMEAX - Aspiriant Risk-Managed Equity Allocation Fund Advisor Shares 0 -100,00 0 -100,00
2025-05-27 NP BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 0 -100,00 0 -100,00
2025-07-28 NP MVV - ProShares Ultra MidCap400 4.128 -1,69 866 0,82
2025-07-31 13F Caitong International Asset Management Co., Ltd 1.226 -65,19 68 -88,51
2025-08-18 NP PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P 827 -18,44 46 4,65
2025-07-22 13F Old National Bancorp /in/ 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 990 -14,73 170 -32,54
2025-04-11 13F Riverview Trust Co 0 -100,00 0
2025-08-27 13F/A Squarepoint Ops LLC 17.639 -85,64 977 -95,20
2025-08-14 13F Interval Partners, LP Call 0 -100,00 0 -100,00
2025-05-29 NP CUHAX - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 189 -55,94 31 -58,67
2025-08-11 13F Synergy Investment Management, LLC 0 -100,00 0
2025-07-31 13F Buckingham Strategic Partners 0 -100,00 0
2025-06-24 NP JCTR - JPMorgan Carbon Transition U.S. Equity ETF 23 -25,81 4 -50,00
2025-05-15 13F PenderFund Capital Management Ltd. 0 -100,00 0
2025-08-28 NP TPLE - Timothy Plan US Large/Mid Cap Core Enhanced ETF 943 -48,67 52 -82,89
2025-08-14 13F Aquatic Capital Management LLC 63.049 -51,65 3.494 -83,82
2025-06-26 NP DAACX - Diversified Equity Fund 0 -100,00 0 -100,00
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 8.236 -1,25 1.727 1,29
2025-08-12 13F XTX Topco Ltd 0 -100,00 0
2025-07-28 NP UMDD - ProShares UltraPro MidCap400 615 -34,92 129 -33,68
2025-07-28 NP RWK - Invesco S&P MidCap 400 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 18.040 -13,33 3.783 -11,10
2025-05-15 13F Crawford Fund Management, LLC 0 -100,00 0
2025-05-14 13F Catalyst Funds Management Pty Ltd 0 -100,00 0
2025-08-27 NP HCIGX - The Institutional Growth Equity Portfolio HC Strategic Shares 7.508 -84,48 416 -94,81
2025-08-14 13F Bank Of America Corp /de/ Put 0 -100,00 0 -100,00
2025-08-13 13F Bridgewater Associates, LP 0 -100,00 0
2025-05-15 13F Two Sigma Securities, Llc Put 0 -100,00 0 -100,00
2025-08-14 13F Harvest Investment Services, LLC 0 -100,00 0
2025-07-30 NP ONOF - Global X Adaptive U.S. Risk Management 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 250 -1,96 52 0,00
2025-05-15 13F Two Sigma Securities, Llc Call 0 -100,00 0 -100,00
2025-05-08 13F Jefferies Financial Group Inc. Call 0 -100,00 0 -100,00
2025-07-14 13F Abound Wealth Management 0 -100,00 0
2025-08-12 13F Left Brain Wealth Management, LLC 0 -100,00 0
2025-07-23 13F High Note Wealth, LLC 4 -90,48 0 -100,00
2025-07-29 NP GAAVX - GMO Alternative Allocation Fund Class VI Short -900 28,57 -189 31,47
2025-07-30 13F Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 21.760 -17,87 1.206 -71,87
2025-05-12 13F Swiss National Bank 0 -100,00 0
2025-07-30 NP SMIZ - Zacks Small/Mid Cap ETF 3.856 -22,66 809 -20,71
2025-08-07 13F Verus Capital Partners, Llc 0 -100,00 0
2025-05-23 NP EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 9.488 -3,33 1.571 -9,40
2025-05-14 13F Venture Visionary Partners LLC 0 -100,00 0 -100,00
2025-05-14 13F Landscape Capital Management, L.l.c. 0 -100,00 0
2025-05-06 13F Fpc Investment Advisory, Inc. 0 -100,00 0
2025-08-05 13F Simplex Trading, Llc 0 -100,00 0
2025-08-07 13F Hennion & Walsh Asset Management, Inc. 0 -100,00 0
2025-08-13 13F Walleye Capital LLC 0 -100,00 0 -100,00
2025-05-05 13F Impact Partnership Wealth, LLC 0 -100,00 0
2025-06-23 NP MPSIX - MidCap S&P 400 Index Fund Institutional Class 45.324 -1,46 7.789 -22,13
2025-05-12 13F Donoghue Forlines LLC 0 -100,00 0
2025-05-05 13F Lindbrook Capital, Llc 622 -1,11 103 -8,11
2025-08-12 13F Virtu Financial LLC 0 -100,00 0
2025-07-25 NP KOKU - Xtrackers MSCI Kokusai Equity ETF 940 -0,84 197 2,07
2025-05-23 NP OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio 0 -100,00 0 -100,00
2025-05-01 13F Aurora Investment Counsel 0 -100,00 0
2025-08-20 13F Forefront Wealth Partners, LLC 0 -100,00 0
2025-05-23 NP OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio 0 -100,00 0 -100,00
2025-05-02 13F Transcendent Capital Group LLC 0 -100,00 0
2025-05-22 NP IGMAX - VY(R) Invesco Oppenheimer Global Portfolio Class ADV 30.581 -69,83 5.064 -71,72
2025-07-30 NP SPMIX - S&P MidCap Index Fund Direct Shares 3.862 -2,52 810 0,00
2025-07-10 13F Global Financial Private Client, LLC 0 -100,00 0
2025-07-29 NP CLSE - Convergence Long/Short Equity ETF 0 -100,00 0 -100,00
2025-05-05 13F Transce3nd, LLC 0 -100,00 0
2025-08-14 13F Worldquant Millennium Advisors Llc 0 -100,00 0
2025-05-02 13F Hohimer Wealth Management, Llc 0 -100,00 0
2025-08-14 13F Tudor Investment Corp Et Al 0 -100,00 0 -100,00
2025-05-14 13F Arrowstreet Capital, Limited Partnership 0 -100,00 0
2025-08-18 13F Wolverine Trading, Llc 5.742 -75,44 310 -91,98
2025-08-13 13F Quadrature Capital Ltd 0 -100,00 0
2025-08-11 13F Hexagon Capital Partners LLC 0 -100,00 0
2025-06-26 NP USGRX - Growth & Income Fund Shares 14.615 -12,30 2.512 -30,69
2025-08-15 13F Harvest Fund Management Co., Ltd 92 -88,35 0
2025-06-26 NP DFQTX - U.s. Core Equity 2 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 11.067 -27,90 1.902 -43,03
2025-03-25 NP FNX - First Trust Mid 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 25.580 -3,58 5.562 37,44
2025-05-14 13F Virtus ETF Advisers LLC 0 -100,00 0
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 2.983 -1,26 513 -21,95
2025-05-05 13F Los Angeles Capital Management Llc 0 -100,00 0 -100,00
2025-05-30 NP USMF - WisdomTree U.S. Multifactor Fund N/A 6.226 -5,71 1.031 -11,66
2025-07-29 NP TMFX - Motley Fool Next Index ETF 1.728 -0,29 362 2,26
2025-07-22 NP GINN - Goldman Sachs Innovate Equity ETF 2.872 -8,51 602 -6,08
2025-07-10 13F Exchange Traded Concepts, Llc 0 -100,00 0
2025-07-09 13F New England Research & Management, Inc. 0 -100,00 0
2025-06-27 NP LMBO - Direxion Daily Crypto Industry Bull 2X Shares 820 -13,50 141 -32,04
2025-05-01 13F Quest 10 Wealth Builders, Inc. 339 -7,63 56 -12,50
2025-07-25 13F Hobbs Group Advisors, LLC 0 -100,00 0
2025-08-14 13F Saudi Central Bank 0 -100,00 0
2025-08-14 13F Voya Investment Management Llc 75.526 -52,33 4.185 -84,05
2025-08-14 13F Cubist Systematic Strategies, LLC 0 -100,00 0 -100,00
2025-08-14 13F Twinbeech Capital Lp 5.335 -59,12 296 -86,34
2025-08-15 13F Caxton Associates Llp 0 -100,00 0
2025-07-23 NP IMCVX - Voya Multi-Manager Mid Cap Value Fund Class I 366 -7,81 77 -6,17
2025-06-26 NP BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness 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 1.104 -85,24 190 -71,54
2025-04-21 13F Friedenthal Financial 0 -100,00 0 -100,00
2025-06-24 NP SFSNX - Schwab Fundamental US Small Company Index Fund Institutional Shares This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10.475 -6,22 1.800 -25,86
2025-05-07 13F Bryce Point Capital, LLC 0 -100,00 0 -100,00
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 10.310 -1,28 1.772 -21,98
2025-08-13 13F Arrowpoint Investment Partners (Singapore) Pte. Ltd. Call 0 -100,00 0
2025-05-16 13F Capital & Planning, Llc 0 -100,00 0
2025-06-18 NP NWAYX - Nationwide GQG US Quality Equity Fund Eagle Class 0 -100,00 0 -100,00
2025-03-28 NP PFI - Invesco DWA Financial 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 9.490 -6,19 2.064 71,06
2025-05-22 NP HDUS - Hartford Disciplined US Equity ETF 0 -100,00 0 -100,00
2025-08-05 13F Allstate Corp 0 -100,00 0
2025-08-12 13F Bokf, Na 224 -96,70 12 -98,93
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 0 -100,00 0 -100,00
2025-07-25 NP DEUS - Xtrackers Russell 1000 Comprehensive Factor ETF 819 -9,70 172 -7,57
2025-08-26 NP IGHSX - Voya Global Equity Portfolio Class S 0 -100,00 0 -100,00
2025-08-12 13F Corebridge Financial, Inc. 0 -100,00 0
2025-04-25 NP VBCVX - Systematic Value Fund 3.898 -8,22 797 -1,85
2025-07-21 13F Credential Qtrade Securities Inc. 14.989 -1,58 1.674 32,65
2025-08-18 13F Hollencrest Capital Management 222 -97,81 12 -94,52
2025-05-15 13F Fullerton Fund Management Co Ltd 0 -100,00 0
2025-08-14 13F Scientech Research LLC 0 -100,00 0
2025-04-22 13F Mendota Financial Group, LLC 0 -100,00 0
2025-06-25 NP PESPX - BNY Mellon Midcap Index Fund, Inc. Investor Shares 52.839 -3,59 9.080 -23,81
2025-07-22 NP GVUS - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF 1.518 -8,44 318 -5,92
2025-06-27 NP PDP - Invesco DWA 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 0 -100,00 0 -100,00
2025-05-05 13F Rocky Mountain Advisers, Llc 0 -100,00 0
2025-07-25 NP MIDE - Xtrackers S&P MidCap 400 ESG ETF 284 -54,19 60 43,90
2025-06-25 NP WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio 7.258 -22,97 1.247 -39,11
2025-08-14 13F Aspen Grove Capital, LLC 0 -100,00 0
2025-08-27 NP LQPE - PEO AlphaQuest(TM) Thematic PE ETF 0 -100,00 0 -100,00
2025-08-12 13F Fulcrum Asset Management LLP Put 0 -100,00 0
2025-04-29 NP SFYX - SoFi Next 500 ETF 1.275 -73,15 261 -71,33
2025-06-24 NP GAOAX - JPMorgan Global Allocation Fund Class A 7.227 -29,46 1.242 -44,27
2025-05-15 13F Balyasny Asset Management Llc Put 0 -100,00 0 -100,00
2025-05-27 NP Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares 0 -100,00 0 -100,00
2025-08-11 13F Qsemble Capital Management, LP 8.732 -84,86 484 -94,94
2025-05-22 NP IRMAX - Voya RussellTM Mid Cap Index Portfolio Class ADV 8.460 -3,25 1.401 -9,33
2025-06-18 NP RSEAX - U.S. Strategic Equity Fund Class A 50.133 -9,09 8.615 -28,15
2025-08-11 13F EntryPoint Capital, LLC 0 -100,00 0
2025-07-25 NP USNZ - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 680 -3,55 143 -1,39
2025-06-26 NP JHMM - John Hancock Multifactor Mid Cap ETF 47.500 -3,90 8.163 -24,06
2025-08-14 13F Point72 (DIFC) Ltd 0 -100,00 0 -100,00
2025-04-14 13F Toth Financial Advisory Corp 0 -100,00 0 -100,00
2025-06-27 NP PCLCX - PACE Large Co Growth Equity Investments Class P 0 -100,00 0 -100,00
2025-07-30 NP BFOR - Barron's 400 ETF 2.083 -25,66 437 -23,78
2025-07-25 13F Atria Wealth Solutions, Inc. 0 -100,00 0
2025-06-23 NP UMPIX - Ultramid-cap Profund Investor Class 864 -26,90 148 -42,41
2025-06-26 NP AMOM - QRAFT AI-Enhanced U.S. Large Cap Momentum ETF 0 -100,00 0 -100,00
2025-05-15 13F Governors Lane LP 0 -100,00 0
2025-06-23 NP IYF - iShares U.S. 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 62.799 -7,66 10.792 -27,02
2025-04-25 13F New Wave Wealth Advisors Llc 0 -100,00 0
2025-07-22 NP FLCC - Federated Hermes MDT Large Cap Core ETF 831 -4,04 174 -1,69
2025-05-01 13F Bleakley Financial Group, LLC 0 -100,00 0
2025-05-15 13F Farringdon Capital, Ltd. 0 -100,00 0
2025-08-14 13F Boston Private Wealth Llc 0 -100,00 0
2025-06-26 NP TGVOX - TCW Relative Value Mid Cap Fund I Class 9.348 -2,43 1.606 -22,90
2025-03-27 NP SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 427 -87,53 93 -61,98
2025-08-14 13F Hyperion Capital Advisors LP 0 -100,00 0
2025-04-23 13F Cooper Investors Pty Ltd 0 -100,00 0
2025-08-13 13F Capula Management Ltd 0 -100,00 0
2025-07-09 13F Lifestyle Asset Management, Inc. 0 -100,00 0
2025-07-30 13F Warther Private Wealth, LLC 16.520 -74,95 915 -91,62
2025-08-08 13F Itau Unibanco Holding S.A. 0 -100,00 0
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 11.866 -24,10 2.039 -40,01
2025-05-05 13F New England Capital Financial Advisors LLC 0 -100,00 0
2025-06-27 NP SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 1.280 -25,71 220 -41,44
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 -100,00 0
2025-07-28 NP VMSGX - Mid Cap Strategic Growth Fund 50.401 -13,34 10.568 -11,10
2025-06-23 NP PMPRX - MidCap Value Fund I R-3 3.118 -5,52 536 -25,38
2025-07-18 13F USA Financial Portformulas Corp 0 -100,00 0
2025-05-06 13F Pinnacle Associates Ltd 0 -100,00 0 -100,00
2025-05-01 13F WealthTrust Asset Management, LLC 0 -100,00 0
2025-08-14 13F Susquehanna International Group, Llp 116.353 -16,15 6.447 -71,94
2025-07-29 NP SFPIX - Financial Services Portfolio Class I 143 -17,82 30 -17,14
2025-07-25 NP FNDB - Schwab Fundamental U.S. Broad Market Index ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 361 -10,42 76 -8,54
2025-06-18 NP REUYX - Sustainable Equity Fund Class Y 1.928 -17,25 331 -34,58
2025-06-26 NP OWSMX - Old Westbury Small & Mid Cap Strategies Fund 2.260 -90,81 388 -92,75
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 710 -3,27 118 -9,30
2025-08-08 13F/A Sterling Capital Management LLC 2.411 -58,91 134 -86,30
2025-05-15 13F Eschler Asset Management LLP 0 -100,00 0
2025-06-24 NP FSTRX - Federated MDT Large Cap Value Fund Class A Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 103.462 -15,34 17.780 -33,10
2025-03-27 NP WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio 5.529 -10,78 1.202 27,20
2025-08-14 13F Maven Securities LTD 0 -100,00 0
2025-07-24 NP FNCMX - Fidelity Nasdaq Composite 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 64.082 -2,50 13.437 0,02
2025-08-14 13F Quantitative Investment Management, LLC 0 -100,00 0
2025-07-18 13F Hudson Value Partners, LLC 0 -100,00 0
2025-07-08 13F Webster Bank, N. A. 0 -100,00 0
2025-08-05 13F Sigma Planning Corp 0 -100,00 0
2025-05-19 NP CSMEX - Carillon Scout Mid Cap Fund Class A 47.861 -49,30 7.925 -52,48
2025-07-31 13F Quest Partners LLC 0 -100,00 0
2025-08-13 13F Arrowpoint Investment Partners (Singapore) Pte. Ltd. Put 0 -100,00 0
2025-07-18 13F Cooper Financial Group 0 -100,00 0
2025-08-13 13F Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0 -100,00 0
2025-08-25 NP PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 65 -14,47 4 0,00
2025-06-30 NP PRFZ - Invesco FTSE RAFI US 1500 Small-Mid 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 21.481 -12,23 3.692 -30,63
2025-07-24 NP FSLBX - Brokerage and Investment Management 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 175.100 -12,71 36.715 -10,46
2025-08-14 13F Graham Capital Management, L.P. 9.522 -68,46 528 -89,46
2025-06-25 NP ILCB - iShares Morningstar Large-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 2.022 -15,11 347 -32,88
2025-06-26 NP PDAVX - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 161 -69,57 28 -76,52
2025-05-14 13F Wulff, Hansen & Co. 0 -100,00 0
2025-06-27 NP RFG - Invesco S&P MidCap 400 Pure Growth ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 24.125 -5,58 4.146 -25,38
2025-07-18 13F BOCHK Asset Management Ltd 0 -100,00 0
2025-08-05 13F Carolinas Wealth Consulting Llc 0 -100,00 0 -100,00
2025-05-15 13F Symmetry Investments LP 0 -100,00 0
2025-07-24 NP FMCDX - Fidelity Advisor Stock Selector Mid Cap 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 18.829 -85,70 3.948 -85,33
2025-08-14 13F Peak6 Llc Call 31.900 -7,80 1.768 -69,16
2025-08-14 13F Balyasny Asset Management Llc Call 0 -100,00 0
2025-08-20 NP AMOMX - AQR Large Cap Momentum Style Fund Class I 4.204 -44,27 233 -81,43
2025-07-29 NP GIMFX - GMO Implementation Fund Short -411 -86
2025-07-24 NP ONEQ - Fidelity Nasdaq Composite Index Tracking Stock 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 24.891 -9,50 5.219 -7,15
2025-07-21 13F Lecap Asset Management Ltd 0 -100,00 0
2025-07-29 NP VMFGX - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 90.729 -1,46 19.024 1,09
2025-08-14 13F Peak6 Llc Put 56.100 -60,18 3.109 -86,68
2025-05-15 13F Gts Securities Llc 0 -100,00 0 -100,00
2025-04-22 13F World Equity Group, Inc. 0 -100,00 0
2025-08-14 13F Engineers Gate Manager LP 39.661 -23,55 2.198 -74,42
2025-08-14 13F Bank Of America Corp /de/ Call 0 -100,00 0 -100,00
2025-08-11 13F Estate Counselors, LLC 0 -100,00 0
2025-05-28 NP THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 318 -88,28 53 -68,48
2025-06-24 NP QABGX - Federated MDT Balanced Fund Class A Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3.851 -37,68 662 -50,78
2025-03-28 NP USMIX - Extended Market Index Fund 0 -100,00 0 -100,00
2025-07-11 13F Assenagon Asset Management S.A. 0 -100,00 0
2025-05-15 13F Voya Financial Advisors, Inc. 0 -100,00 0 -100,00
2025-07-28 NP VMIDX - Mid Cap Index Fund 98.098 -4,34 20.569 -1,87
2025-07-21 13F 111 Capital 0 -100,00 0
2025-08-12 13F CenterBook Partners LP 0 -100,00 0 -100,00
2025-05-22 NP FSCS - Mid 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 1.429 -9,38 237 -15,11
2025-03-31 NP Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF 154 -68,12 33 -54,79
2025-08-12 13F Aigen Investment Management, Lp 0 -100,00 0
2025-06-25 NP FNY - First Trust Mid Cap Growth AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 0 -100,00 0 -100,00
2025-05-14 13F Straightline Group Llc 0 -100,00 0
2025-08-22 NP BTAL - AGFiQ U.S. Market Neutral Anti-Beta Fund Short -26.720 -293,71 -1.481 -177,00
2025-07-28 13F Bayforest Capital Ltd 767 -80,20 42 -93,45
2025-08-14 13F Point72 Hong Kong Ltd 0 -100,00 0
2025-08-14 13F Prelude Capital Management, Llc 0 -100,00 0
2025-06-24 NP JMOM - JPMorgan U.S. Momentum Factor ETF 19.053 -3,34 3.274 -23,61
2025-08-04 13F Quaker Wealth Management, LLC Put 0 -100,00 0
2025-06-25 NP WMLIX - Wilmington Large-Cap Strategy Fund Class I Shares 1.098 -8,35 189 -27,69
2025-06-27 NP SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1 23.480 -29,10 4.035 -43,97
2025-03-31 NP FFTY - Innovator IBD(R) 50 ETF 1.824 -57,50 397 -39,45
2025-07-23 NP VVJEX - Voya VACS Series MCV Fund 339 -10,79 71 -7,79
2025-04-11 13F First Affirmative Financial Network 0 -100,00 0
2025-06-26 NP USSPX - 500 Index Fund -Member Shares 25.879 -1,36 4.447 -22,04
2025-07-29 NP FDLS - Inspire Fidelis Multi Factor ETF 4.387 -32,68 920 -26,18
2025-05-15 13F Aster Capital Management (DIFC) Ltd 0 -100,00 0
2025-05-27 NP PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I 19.632 -37,06 3.251 -41,02
2025-05-14 13F Group One Trading, L.p. 0 -100,00 0 -100,00
2025-03-28 NP UVALX - Value Fund Shares 18.166 -84,49 3.950 -56,67
2025-08-12 13F Magnetar Financial LLC 0 -100,00 0
2025-07-25 NP BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.140 -71,97 239 -69,24
2025-08-14 13F Sciencast Management LP 0 -100,00 0
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 597 -6,28 125 -3,85
2025-08-13 13F FORA Capital, LLC 0 -100,00 0
2025-08-07 13F Atala Financial Inc 0 -100,00 0
2025-05-09 13F West Michigan Advisors, Llc 0 -100,00 0
2025-06-23 NP PFPPX - MidCap Growth Fund R-3 26.135 -27,26 4.491 -42,51
2025-06-25 NP GCVIX - Goldman Sachs Large Cap Value Insights Fund Institutional 0 -100,00 0 -100,00
2025-08-12 13F Dynamic Technology Lab Private Ltd 0 -100,00 0
2025-07-17 13F Halbert Hargrove Global Advisors, Llc 0 -100,00 0
2025-08-14 13F Nebula Research & Development LLC 0 -100,00 0
2025-07-23 NP VYMYX - Voya Mid Cap Research Enhanced Index Fund Class W 2.572 -63,83 539 -62,90
2025-04-28 13F D.a. Davidson & Co. 0 -100,00 0
2025-08-12 13F Retirement Planning Co of New England, Inc. 0 -100,00 0 -100,00
2025-08-14 13F Balyasny Asset Management Llc 0 -100,00 0
2025-04-25 13F PMC FIG Opportunities LLC 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 3.825 -3,87 633 -9,83
2025-08-15 13F United Services Automobile Association 0 -100,00 0
2025-03-26 NP SMMV - iShares Edge MSCI Min Vol USA Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9.301 -4,38 2.022 36,25
2025-05-13 13F Fox Run Management, L.l.c. 0 -100,00 0 -100,00
2025-07-16 13F Highline Wealth Partners Llc 0 -100,00 0
2025-04-24 NP OALC - OneAscent Large Cap Core ETF 931 -0,64 190 6,15
2025-08-14 13F Investment House Llc 0 -100,00 0
2025-06-18 NP GMXAX - Nationwide Mid Cap Market Index Fund Class A 19.953 -6,99 3.429 -26,50
2025-05-30 NP New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class 0 -100,00 0 -100,00
2025-05-30 NP New Age Alpha Variable Funds Trust - NAA SMID-CAP VALUE SERIES 0 -100,00 0 -100,00
2025-08-13 13F Williamson Legacy Group, LLC 0 -100,00 0
2025-05-30 NP New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES 0 -100,00 0 -100,00
2025-05-14 13F ExodusPoint Capital Management, LP 0 -100,00 0
2025-08-11 13F Aptus Capital Advisors, LLC 0 -100,00 0
2025-07-21 13F Quent Capital, LLC 0 -100,00 0
2025-05-07 13F Investmentaktiengesellschaft Fuer Langfristige Investoren Tgv 0 -100,00 0 -100,00
2025-07-22 NP GSUS - Goldman Sachs MarketBeta U.S. Equity ETF 5.190 -0,46 1.088 2,16
2025-08-13 13F Townsquare Capital Llc 0 -100,00 0
2025-08-06 13F Golden State Wealth Management, LLC 0 -100,00 0 -100,00
2025-05-06 13F Proficio Capital Partners LLC 0 -100,00 0 -100,00
2025-05-28 NP PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P 2.565 -0,50 425 -6,81
2025-06-25 NP BKLC - BNY Mellon US Large Cap Core Equity ETF 5.589 -15,37 960 -33,10
2025-06-26 NP TRDFX - Steward Small-Mid Cap Enhanced Index Fund Class A 5.303 -13,48 911 -31,61
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 0 -100,00 0
2025-06-24 NP BBMC - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF 51.586 -1,38 8.865 -22,06
2025-06-27 NP MIDU - Direxion Daily Mid Cap Bull 3X Shares 1.879 -24,08 323 -40,15
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