AT:KR / The Kroger Co. - Participation institutionnelle - Acheteurs

The Kroger Co.
AT ˙ WBAG ˙ US5010441013
60,70 € ↑0,89 (1,49%)
2025-07-10
PRIX DE L'ACTION
Participation institutionnelle et des fonds - Acheteurs

Les principaux détenteurs qui ont ouvert de nouvelles positions dans The Kroger Co. comprennent GQG Partners LLC, VWELX - VANGUARD WELLINGTON FUND Investor Shares, GQERX - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares, GQRRX - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares, Jnl Series Trust - Jnl/wmc Balanced Fund (a), Glenmede Investment Management, LP, CSM Advisors, LLC, VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio, HMVAX - THE HARTFORD MIDCAP VALUE FUND Class A, JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A), OMAH - VistaShares Target 15 Berkshire Select Income ETF, HFCGX - Hennessy Cornerstone Growth Fund Investor Class, Perbak Capital Partners LLP, LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class, VSDA - VictoryShares Dividend Accelerator ETF, Rakuten Investment Management, Inc., Quantessence Capital LLC, NWAYX - Nationwide GQG US Quality Equity Fund Eagle Class, Mizuho Securities Usa Llc, et Monument Capital Management .

Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.

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Date de dépôt Source Investisseur Type Prix moyen
(Est)		 Actions Δ Actions
(%)		 Valeur déclarée
(1000 $)		 Δ Valeur
(%)		 Allocation de portefeuille
(%)
2025-07-21 13F Future Financial Wealth Managment LLC 3 505 0,06 251 5,91
2025-07-16 13F Patton Fund Management, Inc. 44 969 3 226
2025-08-14 13F Royal Bank Of Canada 4 808 260 138,95 344 896 153,22
2025-08-29 NP Gabelli Dividend & Income Trust 57 500 310,71 4 124 335,48
2025-08-14 13F Royal Bank Of Canada Put 600 000 43 038
2025-07-24 NP FGKFX - Fidelity Growth Company 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 527 103 138,36 35 964 150,90
2025-03-27 NP NUDV - Nuveen ESG Dividend 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 2 088 31,82 129 45,45
2025-08-12 13F AlphaCore Capital LLC 2 380 9,93 171 16,44
2025-08-12 13F American Century Companies Inc 1 775 719 55,45 127 373 64,73
2025-08-28 NP XRT - SPDR(R) S&P(R) Retail 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 66 021 37,65 4 736 45,87
2025-06-26 NP FULVX - Fidelity U.S. Low Volatility Equity Fund 4 429 5,45 320 23,64
2025-08-27 NP ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 3 860 271,15 277 294,29
2025-07-31 13F NatWest Group plc 100 816 0,82 7 232 6,84
2025-08-13 13F EverSource Wealth Advisors, LLC 3 960 41,78 284 50,26
2025-07-24 13F IFP Advisors, Inc 8 990 0,26 696 14,50
2025-08-26 NP XVV - iShares ESG Screened S&P 500 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5 311 13,90 381 20,63
2025-08-14 13F Principia Wealth Advisory, LLC 41 17,14 3 0,00
2025-07-30 NP APUE - ActivePassive U.S. Equity ETF 53 731 18,22 3 666 24,44
2025-05-28 NP SAMT - STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF 45 111 37,79 3 054 52,50
2025-08-12 13F Prosperitas Financial LLC 43 621 28,67 3 129 36,36
2025-08-14 13F Diversify Advisory Services, LLC 5 189 382
2025-08-14 13F Money Concepts Capital Corp 27 490 49,11 1 972 58,06
2025-07-25 NP AFLG - First Trust Active Factor Large 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 23 348 214,28 1 593 231,19
2025-08-14 13F Benjamin Edwards Inc 10 747 10,44 771 17,02
2025-07-28 NP UPRO - ProShares UltraPro S&P500 33 958 15,09 2 317 21,13
2025-08-14 13F Volterra Technologies LP 4 165 299
2025-07-21 13F Precedent Wealth Partners, Llc 27 134 14,42 1 946 21,25
2025-08-27 NP RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 948 255,06 68 277,78
2025-07-28 NP AVLVX - Avantis U.S. Large Cap Value Fund Institutional Class 54 951 3,44 3 749 8,89
2025-08-13 13F Todd Asset Management Llc 938 413 60,32 67 312 69,89
2025-08-21 NP FVALX - Forester Value Fund Class N 1 700 36,00 122 44,05
2025-08-28 NP SPLG - SPDR(R) Portfolio Large Cap ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 849 615 3,41 60 943 9,59
2025-08-14 13F SummitTX Capital, L.P. 7 022 504
2025-06-30 NP XRMI - Global X S&P 500 Risk Managed Income ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 664 15,68 48 34,29
2025-07-18 13F Truist Financial Corp 208 362 7,06 14 946 13,44
2025-08-26 NP IIFAX - Voya Balanced Income Portfolio Class ADV 1 602 115
2025-08-22 NP FIMVX - Fidelity Mid Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 97 752 30,24 7 012 38,01
2025-08-14 13F Sherbrooke Park Advisers Llc 17 615 112,87 1 264 125,54
2025-07-30 NP CCMG - CCM Global Equity ETF 54 917 74,50 3 747 83,72
2025-06-27 NP ESGIX - Dana Epiphany ESG Equity Fund Institutional Class Shares 18 600 1 343
2025-07-24 NP FPURX - Fidelity Puritan 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 565 300 38 570
2025-08-07 13F CSM Advisors, LLC 339 313 24
2025-07-16 13F Evergreen Private Wealth LLC 30 2
2025-07-28 NP VGLSX - Global Strategy Fund 11 568 13,72 789 19,73
2025-06-26 NP LSVD - LSV Disciplined Value ETF 200 100,00 14 133,33
2025-07-29 NP SEHAX - SIIT U.S. Equity Factor Allocation Fund Class A 178 704 204,58 12 193 204,57
2025-08-06 13F Valued Wealth Advisors LLC 582 5,05 42 10,81
2025-08-14 13F UBS Group AG Put 51 500 1 414,71 3 694 1 506,09
2025-08-06 13F Fox Run Management, L.l.c. 8 976 644
2025-08-14 13F UBS Group AG Call 123 200 30,65 8 837 38,45
2025-07-30 NP AUSF - Global X Adaptive U.S. Factor ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11 860 25,60 809 32,19
2025-07-14 13F Matrix Trust Co 2 189 4,84 0
2025-08-13 13F Jones Financial Companies Lllp 50 384 23,47 3 599 32,13
2025-08-13 13F Capital Fund Management S.a. Call 263 100 18 872
2025-08-13 13F Capital Fund Management S.a. Put 85 300 6 119
2025-08-27 NP VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 300 174 21 531
2025-08-14 13F Aster Capital Management (DIFC) Ltd 25 798 644,53 1 850 725,89
2025-07-17 13F Cairn Investment Group, Inc. 58 902 0,28 4 33,33
2025-07-14 13F Opal Wealth Advisors, LLC 2 004 144
2025-07-28 NP MSLC - Morgan Stanley Pathway Large Cap Equity ETF 23 463 3,79 1 601 9,22
2025-08-12 13F Jaffetilchin Investment Partners, LLC 17 005 1,67 1 220 7,69
2025-04-28 13F Pinnacle Financial Partners Inc 6 056 16,24 410 28,62
2025-08-04 13F Quaker Wealth Management, LLC 525 38
2025-08-13 13F Schroder Investment Management Group 1 374 999 11,60 98 629 19,98
2025-07-30 13F Axecap Investments, LLC 18 114 249,29 1 299 270,09
2025-08-07 13F Vise Technologies, Inc. 28 804 153,07 2 066 196,84
2025-08-20 NP LSAAX - LoCorr Strategic Allocation Fund Class A 318 27,71 23 37,50
2025-07-24 NP FXAIX - Fidelity 500 Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8 398 774 0,75 573 048 6,05
2025-07-16 13F Signaturefd, Llc 23 966 2,57 1 719 8,73
2025-08-14 13F Howard Hughes Medical Institute 143 10
2025-07-28 NP AVLV - Avantis U.S. Large Cap Value 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 835 466 28,26 57 004 35,01
2025-08-26 NP FLQL - Franklin LibertyQ U.S. Equity ETF 49 543 5,78 3 554 12,08
2025-08-25 NP SURE - AdvisorShares DoubleLine Value Equity ETF 6 690 480
2025-08-12 13F Clear Street Markets Llc Call 90 000 38,46 6 456 46,74
2025-07-22 13F Clarius Group, LLC 8 328 7,33 597 13,71
2025-08-11 13F Principal Securities, Inc. 9 052 22,08 649 43,27
2025-08-12 13F Clear Street Markets Llc 413 30
2025-08-08 13F Creative Planning 193 216 9,71 13 859 16,26
2025-08-14 13F MGB Wealth Management, LLC 5 968 428
2025-07-23 13F WESPAC Advisors, LLC 13 418 962
2025-07-09 13F Harbor Capital Advisors, Inc. 1 131 23,47 0
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 956 025 8,48 65 230 14,19
2025-06-30 NP PALC - Pacer Lunt Large Cap Multi-Factor Alternator ETF 26 245 16,45 1 895 51,84
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 4 096 1,87 294 7,72
2025-08-05 13F GPS Wealth Strategies Group, LLC 142 18,33 10 25,00
2025-08-04 13F Arkadios Wealth Advisors 17 139 25,72 1 229 33,30
2025-07-28 NP ISPY - ProShares S&P 500 High Income ETF 10 486 17,65 715 23,92
2025-07-22 13F Old National Bancorp /in/ 243 131 32,60 17 440 40,51
2025-08-14 13F D. E. Shaw & Co., Inc. Put 16 100 1 155
2025-06-27 NP VLLU - Harbor AlphaEdge Large Cap Value ETF 846 30,76 61 56,41
2025-08-01 13F Envestnet Asset Management Inc 818 239 8,83 58 692 15,33
2025-08-14 13F D. E. Shaw & Co., Inc. Call 156 900 11 254
2025-05-22 NP HDUS - Hartford Disciplined US Equity ETF 4 159 15,62 282 56,98
2025-07-18 13F Community Bank & Trust, Waco, Texas 18 673 7,41 1 0,00
2025-08-12 13F Catalyst Funds Management Pty Ltd 25 600 1 836
2025-08-14 13F DRW Securities, LLC 11 356 815
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 413 364 34,30 28 865 38,55
2025-07-21 13F Stock Yards Bank & Trust Co 28 889 6,64 2 072 13,04
2025-07-24 13F/A TFR Capital, LLC. 22 717 1,42 1 629 7,45
2025-08-12 13F Jpmorgan Chase & Co Call 190 100 8,63 13 636 15,11
2025-08-13 13F Employees Retirement System of Texas 87 683 6
2025-08-01 13F Reliant Investment Partners, LLC 3 065 220
2025-08-14 13F Synovus Financial Corp 16 296 2,15 1 169 8,34
2025-08-04 13F AdvisorShares Investments LLC 6 690 480
2025-08-29 NP WOMN - Impact Shares YWCA Women's Empowerment ETF 1 867 1,47 134 7,26
2025-08-14 13F LMR Partners LLP 2 651 780,73 190 850,00
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Staples Portfolio Initial Class 15 500 1 112
2025-07-30 13F Clune & Associates, Ltd. 12 104 0,47 868 6,50
2025-08-11 13F TD Waterhouse Canada Inc. 160 214 0,61 11 423 5,52
2025-08-25 NP VVSIX - Venerable US Large Cap Strategic Equity Fund Class I 159 667 13,35 11 453 20,10
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-28 NP FARYX - Fulcrum Diversified Absolute Return Fund Super Institutional Class 4 770 199,44 342 219,63
2025-08-12 13F Proequities, Inc. 0 0
2025-08-05 13F Plato Investment Management Ltd 20 870 1,08 1 492 5,59
2025-08-12 13F Cornerstone Wealth Management, LLC 4 341 0,30 311 6,51
2025-07-25 13F Sovereign Financial Group, Inc. 4 369 20,49 313 27,76
2025-08-13 13F Sanibel Captiva Trust Company, Inc. 12 230 21,39 877 28,78
2025-07-21 13F Creative Capital Management Investments LLC 144 10
2025-08-22 NP MAADX - Dynamic Value Portfolio Class IS 957 69
2025-08-14 13F Macquarie Group Ltd 253 425 55,20 18 178 64,48
2025-08-12 13F Change Path, LLC 10 143 21,79 728 29,13
2025-08-14 13F Fieldview Capital Management, LLC 107 479 56,95 7 709 66,32
2025-08-14 13F Catalyst Financial Partners Llc 2 843 204
2025-06-30 NP LGDX - Intech S&P Large Cap Diversified Alpha ETF 1 070 77
2025-08-08 13F Candriam Luxembourg S.C.A. 75 061 38,24 5 384 46,50
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class 6 502 466
2025-07-18 13F PFG Investments, LLC 4 884 0,80 350 7,03
2025-08-06 13F Horan Securities, Inc. 3 237 0,19 232 6,42
2025-08-12 13F Calton & Associates, Inc. 10 556 48,57 757 57,71
2025-07-24 13F Court Place Advisors, LLC 5 008 0,10 359 6,21
2025-05-22 NP VMAX - Hartford US Value ETF 11 588 14,11 784 26,45
2025-08-25 NP GCHDX - Gotham Hedged Core Fund Institutional Class 1 709 58,39 123 67,12
2025-08-26 NP FLSP - Franklin Liberty Systematic Style Premia ETF 15 289 23,58 1 097 30,94
2025-07-22 13F AMF Pensionsforsakring AB 777 210 99,13 55 771 111,03
2025-08-06 13F Commonwealth Equity Services, Llc 374 756 26,03 27 30,00
2025-08-07 13F Proficio Capital Partners LLC 3 886 3,54 279 9,45
2025-08-14 13F CTC Alternative Strategies, Ltd. 6 460 463
2025-07-28 NP SPVU - Invesco S&P 500 Enhanced Value ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 18 421 13,85 1 257 19,85
2025-08-27 NP Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 42 700 282,07 3 063 378,44
2025-07-28 NP AVUSX - Avantis U.S. Equity Fund Institutional Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 30 953 6,98 2 112 12,59
2025-08-12 13F XTX Topco Ltd 67 282 4 826
2025-08-12 13F Global Retirement Partners, LLC 15 344 154,55 1 101 198,91
2025-07-14 13F Seascape Capital Management 12 721 0,16 1
2025-08-14 NP FLCGX - QUANTEX FUND Retail Class 99 8,79 7 16,67
2025-08-12 13F Brandywine Global Investment Management, LLC 2 956 142 2,92 212 044 9,06
2025-06-26 NP IMCB - iShares Morningstar Mid-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 63 176 1,45 4 562 18,84
2025-07-08 13F Apella Capital, LLC 9 898 1,06 707 9,78
2025-08-11 13F Nomura Asset Management Co Ltd 351 763 3,17 25 232 9,32
2025-08-14 13F TCG Advisory Services, LLC 6 568 3,01 471 9,28
2025-07-30 13F Liberty One Investment Management, Llc 463 607 1,43 33 255 7,48
2025-08-28 NP GPIGX - GuidePath(R) Growth and Income Fund 8 175 586
2025-08-14 13F Warren Averett Asset Management, LLC 106 370 0,22 7 630 6,19
2025-07-11 13F Arrow Investment Advisors, LLC 3 966 284
2025-08-29 NP DLN - WisdomTree U.S. LargeCap Dividend Fund N/A 113 222 2,96 8 121 9,11
2025-08-14 13F Parallax Volatility Advisers, L.P. Put 58 000 16,00 4 160 22,93
2025-08-29 NP MFUS - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 16 604 42,11 1 191 50,76
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 49 889 2,73 3 404 8,13
2025-08-13 13F Centiva Capital, LP 4 068 292
2025-08-13 13F Capital Analysts, Inc. 1 855 251,99 0
2025-07-30 NP GDE - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 1 127 56,31 77 65,22
2025-07-17 13F Janney Montgomery Scott LLC 159 309 15,11 11 22,22
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 15 682 3,55 1 125 9,66
2025-07-17 13F CogentBlue Wealth Advisors, LLC 4 346 9,20 312 15,61
2025-08-13 13F Maia Wealth LLC 7 124 511
2025-07-10 13F Baader Bank INC 9 725 695
2025-08-14 13F Blue Capital, Inc. 2 902 208
2025-07-22 13F IMC-Chicago, LLC Put 331 300 88,24 23 764 99,48
2025-08-08 13F Tobam 82 623 177,72 6 150,00
2025-07-22 13F IMC-Chicago, LLC Call 618 100 31,01 44 336 38,83
2025-08-04 13F HBK Sorce Advisory LLC 7 624 0,59 547 6,43
2025-08-14 13F Rafferty Asset Management, LLC 57 471 13,47 4 122 20,25
2025-07-11 13F Wright Investors Service Inc 24 859 0,47 1 783 6,51
2025-07-30 13F Bogart Wealth, LLC 2 476 4,08 178 9,94
2025-08-12 13F Ensign Peak Advisors, Inc 1 869 081 28,02 134 069 35,66
2025-06-26 NP FSMDX - Fidelity Mid Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 229 802 6,53 161 014 24,80
2025-06-25 NP FSTA - Fidelity MSCI Consumer Staples 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 320 366 6,93 23 134 25,26
2025-07-08 13F Atlas Brown,Inc. 13 086 0,68 939 6,71
2025-07-28 13F Morningstar Investment Management LLC 4 182 0
2025-08-13 13F NEOS Investment Management LLC 58 388 27,19 4 188 34,79
2025-06-26 NP IEDI - iShares Evolved U.S. Discretionary Spending 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 4 760 8,33 344 27,04
2025-08-13 13F United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 8 500 610
2025-07-22 13F Gratus Wealth Advisors, LLC 11 186 0,04 802 6,08
2025-05-27 NP Brighthouse Funds Trust II - Brighthouse/Artisan Mid Cap Value Portfolio Class A 276 763 0,80 18 734 11,58
2025-08-26 NP Institutional Investment Strategy Fund 51 41,67 4 50,00
2025-07-11 13F Diversified Trust Co 6 611 2,83 474 8,97
2025-07-14 13F Kapitalo Investimentos Ltda 4 904 39,40 352 47,48
2025-08-29 NP STRV - Strive 500 ETF 11 578 6,78 830 13,23
2025-08-05 13F EPG Wealth Management LLC 9 089 2,12 652 8,14
2025-08-22 NP DFVE - DoubleLine Fortune 500 Equal Weight ETF 496 4,42 36 9,38
2025-08-28 NP Elevation Series Trust - RiverNorth Patriot ETF 257 18
2025-07-22 NP FLCC - Federated Hermes MDT Large Cap Core ETF 1 605 22,71 110 29,76
2025-08-14 13F Meiji Yasuda Life Insurance Co 7 300 524
2025-08-08 13F Advyzon Investment Management, LLC 5 166 5,49 371 11,78
2025-08-14 13F Sei Investments Co 1 041 072 9,11 74 675 15,62
2025-08-14 13F Point72 Asset Management, L.P. Call 25 100 298,41 1 800 322,54
2025-08-14 13F Point72 Asset Management, L.P. Put 500 36
2025-08-27 NP VQNPX - Vanguard Growth and Income Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 432 000 135,41 102 717 149,46
2025-07-25 NP QARP - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 3 221 6,44 220 11,73
2025-03-27 NP CDAZX - Multi-Manager Directional Alternative Strategies Fund Institutional Class 4 720 732,45 291 866,67
2025-08-14 13F Norinchukin Bank, The 34 901 34,94 2 503 43,03
2025-07-08 13F Nbc Securities, Inc. 14 530 3,04 1
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 3 509 2,04 252 8,19
2025-07-25 NP URTH - iShares MSCI World ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 44 044 5,84 3 005 11,42
2025-08-05 13F State Of Michigan Retirement System 298 987 37,16 21 446 45,35
2025-08-13 13F Northwestern Mutual Wealth Management Co 44 994 40,13 3 227 48,50
2025-04-29 13F Callan Capital, LLC 4 716 10,32 319 22,22
2025-08-14 13F Boothbay Fund Management, Llc 23 246 1 667
2025-06-30 NP GLBL - Pacer MSCI World Industry Advantage ETF 18 1
2025-08-12 13F Manchester Capital Management LLC 5 689 0,02 408 5,97
2025-08-25 NP GENIX - Gotham Enhanced Return Fund Institutional Class 351 25
2025-05-29 NP Harris Oakmark ETF Trust - Oakmark U.S. Large Cap ETF 80 527 265,19 5 451 304,30
2025-08-14 13F Peak6 Llc Put 50 600 64,29 3 630 74,14
2025-08-15 13F CI Private Wealth, LLC 378 105 5,75 27 121 12,05
2025-08-07 13F Hennion & Walsh Asset Management, Inc. 14 076 3,08 1 010 9,20
2025-06-25 NP QIDX - Indexperts Quality Earnings Focused ETF 7 236 138,73 523 180,65
2025-08-14 13F Man Group plc 266 410 19,32 19 110 26,44
2025-08-05 13F Simplex Trading, Llc Call 422 800 15,05 30 25,00
2025-08-14 13F Investment Management Corp of Ontario 117 940 290,43 8 460 313,85
2025-07-28 13F Alta Capital Management Llc/ 17 696 35,64 1 269 43,71
2025-08-14 13F Hook Mill Capital Partners, LP 88 054 6 316
2025-07-25 NP SCHV - Schwab U.S. Large-Cap Value ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 336 342 1,05 22 949 6,36
2025-07-14 13F Park Avenue Securities Llc 43 170 18,22 3 50,00
2025-08-26 NP EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB 67 541 407,52 4 845 438,22
2025-08-13 13F Natixis Advisors, L.p. 501 388 16,42 36 20,69
2025-06-26 NP ACWI - iShares MSCI ACWI ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 180 280 8,17 13 018 26,72
2025-07-17 13F Catalytic Wealth RIA, LLC 6 421 461
2025-07-17 13F Sound Income Strategies, LLC 6 722 1 122,18 482 1 202,70
2025-08-08 13F Foundations Investment Advisors, LLC 59 332 14,68 4 256 21,50
2025-08-18 13F Old North State Trust, LLC 3 872 0
2025-08-06 13F Kcm Investment Advisors Llc 24 451 1,08 1 754 7,09
2025-08-14 13F Gotham Asset Management, LLC 265 690 51,22 19 058 60,25
2025-08-28 NP SSEYX - State Street Equity 500 Index II Portfolio This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 238 042 21,86 17 075 29,13
2025-08-27 NP JNL SERIES TRUST - JNL Multi-Manager U.S. Select Equity Fund (A) 159 628 11 450
2025-08-07 13F Winch Advisory Services, LLC 185 0,54 13 8,33
2025-06-30 NP XYLD - Global X S&P 500 Covered Call ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 44 466 5,63 3 211 23,75
2025-08-13 13F Portfolio Design Labs, LLC 75 652 1 778,62 5 427 1 894,85
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class 219 106 8,59 15 716 15,07
2025-08-14 13F Family Management Corp 86 852 0,44 6 230 6,42
2025-07-25 NP SCHX - Schwab U.S. Large-Cap ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 668 743 2,66 45 628 8,06
2025-08-07 13F Illinois Municipal Retirement Fund 562 713 0,24 40 363 6,23
2025-07-10 13F Atticus Wealth Management, Llc 9 1
2025-04-01 NP XYLE - Global X S&P 500 ESG Covered Call ETF 48 29,73 3 0,00
2025-08-14 13F Janus Henderson Group Plc 66 205 32,43 4 747 42,35
2025-08-07 13F Montag A & Associates Inc 4 247 1,77 305 7,80
2025-08-01 13F SYM FINANCIAL Corp 4 251 3,08 305 8,96
2025-07-28 NP ERBAX - Eaton Vance Richard Bernstein Equity Strategy Fund Class A 14 555 993
2025-08-26 13F/A Thrivent Financial For Lutherans 51 550 88,39 4 200,00
2025-08-26 NP BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 61 841 1 867,58 4 436 1 991,98
2025-08-14 13F T. Rowe Price Investment Management, Inc. 9 862 99,84 1
2025-08-27 13F/A Squarepoint Ops LLC Call 545 600 303,55 39 136 327,66
2025-08-27 13F/A Squarepoint Ops LLC Put 272 000 291,37 19 511 314,75
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 138 915 2 313,39 9 964 2 461,44
2025-07-07 13F Wesbanco Bank Inc 14 010 1 005
2025-07-22 NP FLCV - Federated Hermes MDT Large Cap Value ETF 4 560 35,96 311 43,32
2025-07-28 13F Bayforest Capital Ltd 2 434 175
2025-06-18 NP REUYX - Sustainable Equity Fund Class Y 2 920 21,77 211 42,86
2025-08-08 13F Strategies Wealth Advisors, LLC 10 152 0,10 728 6,12
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 1 642 107,59 119 145,83
2025-08-04 13F Great Lakes Retirement, Inc. 33 951 7,90 2 435 14,37
2025-08-14 13F Ancora Advisors, LLC 3 411 2,77 245 8,93
2025-06-18 NP NMFAX - Nationwide Dynamic U.S. Growth Fund Class A 16 910 5,90 1 221 24,09
2025-08-14 13F Oxford Asset Management Llp 4 387 42,20 315 50,96
2025-08-01 13F Banco Santander, S.A. 245 084 83,63 17 580 94,59
2025-08-13 13F Scotia Capital Inc. 25 222 685,49 1 809 733,64
2025-07-16 13F Plancorp, LLC 2 829 203
2025-08-07 13F Meeder Asset Management Inc 50 105 0,02 3 594 5,99
2025-08-13 13F Cresset Asset Management, LLC 13 073 18,21 938 25,27
2025-08-20 NP QNZNX - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N Short -396 11,24 -28 40,00
2025-06-26 NP GLOF - iShares Edge MSCI Multifactor Global 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 8 657 13,24 625 32,70
2025-08-08 13F Horrell Capital Management, Inc. 54 854 2,23 3 935 8,31
2025-06-26 NP BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 114 595 1,06 8 275 18,39
2025-08-25 NP LEGR - First Trust Indxx Innovative Transaction & Process 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 11 056 5,38 793 11,69
2025-08-14 13F Erste Asset Management GmbH 25 153 1 795
2025-08-13 13F Benedict Financial Advisors Inc 47 425 2,28 3 402 8,38
2025-08-26 NP NXTI - Simplify Next Intangible Core Index ETF 88 44,26 6 50,00
2025-08-14 13F BI Asset Management Fondsmaeglerselskab A/S 113 233 280,70 8 300,00
2025-07-25 13F Stephens Consulting, LLC 23 2
2025-08-13 13F Walleye Trading LLC Put 686 200 51,78 49 221 60,84
2025-08-13 13F Walleye Trading LLC Call 1 150 400 3,17 82 518 9,32
2025-07-24 13F Thompson Investment Management, Inc. 530 38
2025-08-13 13F Walleye Trading LLC 450 406 26,61 32 308 34,17
2025-07-29 13F Chicago Partners Investment Group LLC 3 102 226
2025-06-23 NP USMV - iShares Edge MSCI Min Vol USA ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 460 284 1,00 177 657 18,32
2025-08-14 13F Raymond James Financial Inc 2 434 663 95,63 174 638 107,31
2025-08-12 13F APG Asset Management N.V. 376 800 2,98 23 025 0,42
2025-08-06 13F AIA Group Ltd 45 401 4,31 3 257 10,52
2025-08-08 13F Pnc Financial Services Group, Inc. 206 890 2,76 14 840 8,89
2025-08-12 13F Wealth Dimensions Group, Ltd. 8 317 0,24 597 6,24
2025-08-29 13F Evolution Wealth Management Inc. 508 36
2025-07-30 13F Parcion Private Wealth LLC 88 830 0,58 6 372 6,57
2025-08-08 13F National Pension Service 1 347 712 0,57 96 671 6,57
2025-07-29 13F Regions Financial Corp 11 781 7,01 845 13,42
2025-07-30 NP OMAH - VistaShares Target 15 Berkshire Select Income ETF 149 576 10 206
2025-08-13 13F Te Ahumairangi Investment Management Ltd 127 329 7,47 9 12,50
2025-08-08 13F/A Sterling Capital Management LLC 84 101 2,34 6 033 8,45
2025-08-14 13F Interval Partners, LP 4 000 287
2025-07-31 13F Strait & Sound Wealth Management LLC 3 283 0,27 235 6,33
2025-08-13 13F PineBridge Investments, L.P. 108 778 49,30 7 803 58,22
2025-08-15 13F Alaethes Wealth LLC 37 154 14,96 2 665 21,86
2025-08-01 13F Wealth Watch Advisors, INC 2 740 281
2025-08-20 NP QMFNX - AQR MS Fusion Fund Class N 143 10
2025-08-15 NP MBOVX - M Large Cap Value Fund 11 700 1,74 839 7,84
2025-07-25 13F Means Investment Co., Inc. 3 600 258
2025-08-05 13F Bridgewater Advisors Inc. 6 808 8,39 472 5,13
2025-08-13 13F Arrowstreet Capital, Limited Partnership 742 602 53 267
2025-07-16 13F American National Bank 69 762,50 5
2025-08-08 13F Allianz Se 7 607 546
2025-06-27 NP DUBS - Aptus Large Cap Enhanced Yield ETF 2 414 4,50 174 22,54
2025-08-08 13F MTM Investment Management, LLC 2 715 195
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 11 226 14,35 806 21,23
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 1 247 788 11,57 85 137 17,44
2025-05-12 13F Traynor Capital Management, Inc. Call 0 0
2025-08-13 13F Manning & Napier Advisors Llc 112 341 204,37 8 058 222,58
2025-08-13 13F GeoWealth Management, LLC 18 676 0,50 1 340 6,52
2025-07-28 NP UGE - ProShares Ultra Consumer Goods 2 872 97,93 196 107,45
2025-08-04 13F Wealth Management Associates, Inc. 7 530 0,01 540 6,09
2025-07-24 NP NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 28 2
2025-08-21 NP LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 3 323 83,19 238 95,08
2025-07-30 13F IMG Wealth Management, Inc. 42 3
2025-04-10 13F Bremer Bank National Association 76 667 8,55 5 190 20,14
2025-08-13 13F Alerus Financial Na 200 14
2025-08-11 13F Citigroup Inc Put 1 630 000 123,29 116 920 136,62
2025-08-12 13F LPL Financial LLC 720 242 27,81 51 663 35,44
2025-08-11 13F Empirical Finance, LLC 96 881 195,46 6 949 213,16
2025-07-25 13F Cwm, Llc 50 368 61,84 4 50,00
2025-08-11 13F Novak & Powell Financial Services, Inc. 4 871 0,39 349 6,40
2025-07-24 13F Conning Inc. 5 209 1,94 374 8,12
2025-08-13 13F Bridgewater Associates, LP 897 125 66,23 64 351 76,15
2025-04-15 13F Transform Wealth, LLC 40 366 44,78 2 732 60,33
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I 29 237 2 097
2025-07-24 13F Capital Advisors, Ltd. LLC 1 310 0,15 0
2025-08-20 NP QLEIX - AQR Long-Short Equity Fund Class I Short -39 794 -89,94 -2 854 -89,34
2025-07-30 13F Exencial Wealth Advisors, Llc 3 414 11,02 245 17,31
2025-08-14 13F Brevan Howard Capital Management LP 371 327 2 419,01 26 635 2 571,51
2025-08-14 13F Point72 Asia (Singapore) Pte. Ltd. 12 789 917
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 147 368 9,20 10 641 27,93
2025-08-01 13F Advisory Alpha, LLC 3 488 0,66 250 6,84
2025-06-26 NP DFUV - Dimensional US Marketwide Value ETF 608 669 1,54 43 952 18,95
2025-07-25 13F Sequoia Financial Advisors, LLC 30 414 30,35 2 182 38,13
2025-08-27 NP Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 57 200 4 103
2025-07-09 13F Massmutual Trust Co Fsb/adv 6 667 4,70 478 10,90
2025-07-22 13F HFM Investment Advisors, LLC 43 152,94 3 200,00
2025-08-06 13F Zevin Asset Management Llc 203 416 0,53 15 7,69
2025-06-27 NP SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 11 136 5,23 804 23,31
2025-08-11 13F Intrust Bank Na 32 643 1,96 2 341 8,03
2025-07-23 13F Valmark Advisers, Inc. 7 804 83,19 560 94,10
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 768 136,31 55 150,00
2025-07-16 13F Badgley Phelps Wealth Managers, LLC 4 118 11,99 295 18,95
2025-07-31 13F WFA Asset Management Corp 547 0,55 27 -12,90
2025-08-08 13F Vestcor Inc 368 422 1,92 26 8,33
2025-06-26 NP BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 103 5,10 7 40,00
2025-03-26 NP NULC - Nuveen ESG Large-Cap 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 3 515 30,96 217 44,97
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 42 947 0,26 3 101 17,46
2025-06-26 NP MSTVX - Morningstar Alternatives Fund 196 133,33 14 -93,72
2025-07-24 NP FDFIX - Fidelity Flex 500 Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 81 421 7,42 5 555 13,07
2025-08-07 13F Efficient Advisors, LLC 5 619 403
2025-07-18 13F SOA Wealth Advisors, LLC. 347 6 840,00 25
2025-07-14 13F Wealth Advisory Solutions, LLC 4 437 9,91 318 16,48
2025-08-14 13F Camden Capital, LLC 3 366 2,19 241 8,56
2025-07-24 NP FDGRX - Fidelity Growth Company 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 1 827 358 194,94 124 681 210,46
2025-07-18 13F Cooper Financial Group 8 771 51,64 629 60,87
2025-07-23 13F Steel Peak Wealth Management LLC 5 862 33,44 420 41,41
2025-06-24 NP SWPPX - Schwab S&P 500 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 1 476 559 1,07 106 622 18,40
2025-06-25 NP IMCV - iShares Morningstar Mid-Cap Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 85 124 1,32 6 147 18,69
2025-08-07 13F Campbell & CO Investment Adviser LLC 15 500 29,16 1 112 36,82
2025-08-14 13F Quantinno Capital Management LP 319 494 22,18 22 917 29,47
2025-08-14 13F Atomi Financial Group, Inc. 8 643 1,31 620 7,28
2025-08-08 13F Intech Investment Management Llc 225 662 18,32 16 187 25,38
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 371 873 20,94 26 674 28,16
2025-08-14 13F Treasurer of the State of North Carolina 664 777 43,07 48 51,61
2025-08-05 13F American Capital Advisory, LLC 192 7,26 14 8,33
2025-04-03 13F First Hawaiian Bank 5 653 383
2025-08-26 NP FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2 1 480 37,80 106 47,22
2025-07-17 13F HB Wealth Management, LLC 16 088 15,00 1 154 21,99
2025-08-28 NP GQRRX - GQG PARTNERS GLOBAL QUALITY EQUITY FUND R6 Shares 827 512 59 357
2025-07-24 NP HNDRX - Horizon Defined Risk Fund Investor Class 10 174 8,28 694 13,96
2025-08-13 13F SCS Capital Management LLC 102 423 1 019,74 7 347 1 086,75
2025-07-24 13F Jfs Wealth Advisors, Llc 607 0,66 44 7,50
2025-08-05 13F Milestone Asset Management, Llc 11 316 812
2025-08-12 13F Jacobi Capital Management LLC 4 341 3,04 311 9,12
2025-07-28 13F Allianz Asset Management GmbH 3 160 740 2,85 226 720 8,98
2025-06-26 NP FUMIX - Fidelity SAI U.S. Momentum Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 32 398 2 339
2025-07-24 NP Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 43 3
2025-07-08 13F Atwood & Palmer Inc 120 9
2025-07-30 13F Clifford Swan Investment Counsel Llc 3 710 0,05 266 6,40
2025-08-04 13F Savvy Advisors, Inc. 21 899 103,03 1 571 115,07
2025-07-16 13F Dakota Wealth Management 12 631 906
2025-08-12 13F Entropy Technologies, LP 9 300 667
2025-05-28 NP QCSCRX - Social Choice Account Class R1 653 057 8,22 44 205 19,79
2025-08-13 13F Qtron Investments LLC 18 278 19,68 1 311 26,91
2025-07-28 13F Allianz Asset Management GmbH Put 16 000 1 148
2025-07-28 13F Allianz Asset Management GmbH Call 9 900 710
2025-07-17 13F CWA Asset Management Group, LLC 3 437 1,45 247 7,42
2025-08-28 NP VSDA - VictoryShares Dividend Accelerator ETF 61 650 4 422
2025-07-28 NP IUS - Invesco RAFI(TM) Strategic US 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 39 871 0,61 2 720 5,92
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 120 092 1,45 8 614 7,51
2025-08-28 NP INDEX - S&P 500(R) Equal Weight No Load Shares 1 733 2,06 124 8,77
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 168 718 18,36 12 102 25,44
2025-06-26 NP FLCOX - Fidelity Large Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 288 746 7,90 20 850 26,40
2025-08-12 13F Axq Capital, Lp 25 686 1 842
2025-08-13 13F Cary Street Partner Investment Advisory Llc 1 571 13,10 113 19,15
2025-08-13 13F Bank Of Nova Scotia 168 395 102,47 12 079 114,57
2025-06-30 NP Two Roads Shared Trust - Anfield U.S. Equity Sector Rotation ETF 21 500 1 553
2025-07-28 13F Twin Tree Management, LP Call 1 164 100 180,84 83 501 197,61
2025-08-27 NP Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 3 800 27 042,86 273
2025-06-26 NP HFCGX - Hennessy Cornerstone Growth Fund Investor Class 103 362 7 464
2025-08-14 13F Quarry LP 818 897,56 59 1 060,00
2025-08-11 13F GW&K Investment Management, LLC 408 2,51 0
2025-07-30 13F DekaBank Deutsche Girozentrale 1 954 861 1,33 140 9,45
2025-06-27 NP SPVM - Invesco S&P 500 Value with Momentum ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 13 696 29,51 989 51,77
2025-08-14 13F Hilltop Holdings Inc. 4 370 29,40 313 37,28
2025-08-20 NP QLFIX - AQR LSE Fusion Fund Class I 93 7
2025-08-06 13F Nicholas Hoffman & Company, LLC. 4 798 0,23 344 6,17
2025-08-14 13F Lazard Asset Management Llc 321 959 216,01 23 283,33
2025-08-29 NP SPXUX - WisdomTree 500 Digital Fund N/A 161 192,73 12 266,67
2025-06-23 NP IYY - iShares Dow Jones U.S. ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 28 187 1,89 2 035 19,35
2025-07-24 13F Coordinated Financial Services, Inc. 4 650 0,98 334 18,51
2025-07-16 13F PFS Partners, LLC 111 0,91 8 0,00
2025-08-13 13F M&t Bank Corp 80 081 12,39 5 744 19,10
2025-08-25 NP GARIX - Gotham Absolute Return Fund Institutional Class 5 830 4 718,18 418 5 125,00
2025-08-27 NP Advanced Series Trust - Ast Advanced Strategies Portfolio 10 000 1,01 717 26,46
2025-08-08 13F Atlantic Trust, LLC 779 366,47 56 400,00
2025-07-16 13F Diversified Enterprises, LLC 6 681 32,56 479 40,47
2025-08-04 13F Creative Financial Designs Inc /adv 2 117 1,34 152 7,09
2025-08-13 13F Brown Advisory Inc 21 353 1,71 1 532 7,74
2025-06-25 NP WRAAX - Wilmington Global Alpha Equities Fund Class A Shares 6 984 504
2025-07-10 13F Ferguson Wellman Capital Management, Inc 7 607 64,23 546 74,12
2025-08-22 NP FDTOX - Fidelity Advisor Diversified Stock 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 118 600 8 507
2025-08-27 NP Jnl Series Trust - Jnl/wmc Balanced Fund (a) 771 124 55 313
2025-07-28 13F Revolve Wealth Partners, LLC 2 902 208
2025-08-04 13F Barnes Dennig Private Wealth Management LLC 994 8,04 71 14,52
2025-07-30 13F LGT Financial Advisors LLC 10 1
2025-07-29 NP VCSAX - Vanguard Consumer Staples 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 2 137 780 1,91 145 861 7,27
2025-06-26 NP DFVX - Dimensional US Large Cap Vector ETF 26 880 12,49 1 941 31,86
2025-07-25 13F PrairieView Partners, LLC 392 2,08 0
2025-07-10 13F Wedmont Private Capital 8 868 4,67 623 7,97
2025-08-14 13F Numerai GP LLC 23 236 1 667
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 2 931 10,31 212 29,45
2025-08-11 13F Aptus Capital Advisors, LLC 8 064 1,12 578 7,24
2025-07-15 13F Norden Group Llc 69 552 1 336,43 4 989 1 425,38
2025-08-14 13F Quantessence Capital LLC 45 595 3 271
2025-08-12 13F Landscape Capital Management, L.l.c. 53 825 3 861
2025-08-27 NP Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a) 26 780 1 921
2025-07-23 NP LMUSX - QS U.S. Large Cap Equity Fund Class FI 37 577 11,57 2 564 17,41
2025-07-24 13F Louisbourg Investments Inc. 85 6
2025-08-13 13F Healthcare Of Ontario Pension Plan Trust Fund 223 272 25,97 16 015 33,49
2025-07-24 NP FDFAX - Consumer Staples 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 32 500 2 217
2025-08-12 13F J.w. Cole Advisors, Inc. 30 900 105,38 2 216 117,68
2025-07-14 13F Whitener Capital Management, Inc. 17 782 6,49 1 276 12,83
2025-08-14 13F Citadel Advisors Llc Put 1 301 500 145,24 93 357 159,88
2025-06-26 NP FLCPX - Fidelity SAI U.S. Large Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 199 550 0,43 14 410 17,65
2025-08-14 13F Citadel Advisors Llc Call 1 704 900 13,67 122 292 20,45
2025-08-05 13F Freestone Capital Holdings, LLC 8 877 1,20 637 7,25
2025-07-24 13F Callan Family Office, LLC 57 602 725,95 4 132 775,21
2025-08-11 13F Mindset Wealth Management, Llc 9 595 5,57 688 11,87
2025-08-14 13F Tudor Investment Corp Et Al 20 668 570,39 1 483 612,50
2025-08-15 13F Captrust Financial Advisors 2 743 113 10,50 196 763 17,10
2025-08-14 13F Tudor Investment Corp Et Al Call 110 700 1 685,48 7 941 1 794,99
2025-07-09 NP Putnam ETF Trust - Putnam Sustainable Leaders ETF - 170 651 36,28 11 644 43,46
2025-08-27 NP HCIGX - The Institutional Growth Equity Portfolio HC Strategic Shares 29 796 11,69 2 137 18,39
2025-08-14 13F Tudor Investment Corp Et Al Put 41 400 1 117,65 2 970 1 190,87
2025-08-14 13F Polymer Capital Management (US) LLC 5 662 406
2025-06-26 NP ETLGX - E*TRADE No Fee Large Cap Index Fund 105 8
2025-08-13 13F Wealthquest Corp 7 757 7,56 556 13,93
2025-08-06 13F Savant Capital, LLC 29 503 8,62 2 116 15,13
2025-08-14 13F FIL Ltd 2 384 171
2025-08-26 NP FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 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 42 185 3 026
2025-07-25 13F Hobbs Group Advisors, LLC 7 303 524
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 304 183 1,33 21 965 18,70
2025-08-08 13F Hartland & Co., LLC 17 463 8,53 1 253 14,97
2025-08-18 13F/A National Bank Of Canada /fi/ Call 2 160 15 494
2025-07-30 NP SMIZ - Zacks Small/Mid Cap ETF 12 533 855
2025-07-30 13F Townsend & Associates, Inc 193 543 189 648,04 13 831 460 900,00
2025-08-12 13F Mediolanum International Funds Ltd 3 884 277
2025-07-28 13F Harbour Investments, Inc. 7 478 15,22 536 22,10
2025-08-06 13F Middleton & Co Inc/ma 20 321 1 458
2025-07-29 NP VOOV - Vanguard S&P 500 Value Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 154 286 0,38 10 527 5,65
2025-07-29 NP VFTNX - Vanguard FTSE Social Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 351 540 0,76 23 986 6,06
2025-07-14 13F Financial Enhancement Group LLC 84 327 2,40 5 952 -0,98
2025-08-12 13F Bank OZK 34 763 4,86 2 494 11,10
2025-08-25 NP LBWAX - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A 6 638 1,53 476 7,69
2025-07-29 13F Angeles Wealth Management, Llc 3 988 1,99 286 8,33
2025-07-23 13F Narwhal Capital Management 10 503 753
2025-08-14 13F DecisionPoint Financial, LLC 5 0
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 44 647 23,09 3 224 44,21
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 17 920 11,67 1 223 17,50
2025-06-27 NP YOKE - Yoke Core ETF 3 098 224
2025-08-22 NP QBA2Q - Balanced Portfolio Initial Class 81 600 5 853
2025-05-16 13F Coordinated Financial Services, Inc./CO 4 628 1,65 313 37,89
2025-07-21 13F Ashton Thomas Securities, Llc 8 762 180,38 628 199,05
2025-08-19 13F MRP Capital Investments, LLC 900 24,14 65 30,61
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 173 962 8,49 12 562 27,10
2025-08-29 NP FTHMX - FullerThaler Behavioral Mid-Cap Equity Fund Institutional Shares 42 670 15,87 3 061 22,79
2025-07-28 NP EQRR - ProShares Equities for Rising Rates ETF 2 929 200
2025-08-06 13F ROI Financial Advisors, LLC 7 996 2,55 574 8,73
2025-07-29 13F TFC Financial Management 58 23,40 4 33,33
2025-07-25 13F RHS Financial, LLC 6 061 3,45 435 9,60
2025-07-23 13F Triasima Portfolio Management inc. 6 242 448
2025-08-12 13F Edmond De Rothschild Holding S.a. 2 758 198
2025-07-18 13F Parsons Capital Management Inc/ri 15 611 3,97 1 120 10,14
2025-08-12 13F MAI Capital Management 50 046 2,40 3 590 8,49
2025-08-14 13F/A Barclays Plc 3 247 519 27,07 233 34,88
2025-08-18 13F Onefund, Llc 1 733 0
2025-07-14 13F GAMMA Investing LLC 27 607 9,51 1 980 16,06
2025-08-14 13F Cohen & Steers, Inc. 1 800 38,46 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 184 547 8,09 13 326 26,64
2025-08-26 NP PNOPX - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares 1 453 200 27,37 104 238 34,98
2025-08-14 13F CoreCap Advisors, LLC 28 817 6,41 2 067 12,77
2025-08-14 13F Transamerica Financial Advisors, Inc. 1 466 62,17 105
2025-08-27 NP FIUSX - Delaware Opportunity Fund Class A 36 700 2 632
2025-04-17 13F Vista Wealth Management Group, LLC 3 859 7,58 261 19,18
2025-08-26 NP PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares 208 900 25,39 14 984 32,87
2025-08-28 NP GQERX - GQG PARTNERS US SELECT QUALITY EQUITY FUND R6 Shares 1 313 308 94 204
2025-08-14 13F Ameriprise Financial Inc 1 425 327 13,72 102 239 20,51
2025-07-29 13F Sigma Investment Counselors Inc 5 000 0,58 359 6,55
2025-08-06 13F Founders Financial Securities Llc 7 803 3,78 560 5,67
2025-08-26 NP PGLOX - T. Rowe Price Global Consumer 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 6 255 45,97 449 54,48
2025-08-08 13F Cedar Wealth Management, LLC 66 5
2025-07-30 13F Princeton Global Asset Management LLC 113 8
2025-08-07 13F Midwest Trust Co 40 217 2 885
2025-08-05 13F Mission Wealth Management, Lp 8 468 5,13 607 11,38
2025-08-27 NP JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 6 971 63,60 500 73,61
2025-07-15 13F Ballentine Partners, LLC 16 340 2,37 1 172 8,52
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Special Opportunities Fund Standard Class 67 100 4 813
2025-07-17 13F Moss Adams Wealth Advisors LLC 3 937 2,13 282 8,46
2025-08-01 13F Signature Wealth Management Group 3 243 0,68 233 6,42
2025-08-07 13F Sierra Ocean, Llc 117 0,86 8 14,29
2025-03-27 NP PTLC - Pacer Trendpilot US Large Cap ETF 45 891 10,11 2 829 24,53
2025-08-13 13F Summit Financial, LLC 11 569 20,57 830 27,73
2025-08-11 13F Ritter Daniher Financial Advisory LLC / DE 4 269 4,92 306 11,27
2025-03-25 NP MNHCX - Pro-Blend(R) Maximum Term Series Class L 492 30
2025-08-14 13F Boston Private Wealth Llc 69 753 5 003
2025-04-24 NP OALC - OneAscent Large Cap Core ETF 4 527 293
2025-08-25 NP Eaton Vance Tax-managed Buy-write Opportunities Fund 82 503 6,13 5 918 12,47
2025-06-30 NP XCLR - Global X S&P 500 Collar 95-110 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 41 20,59 3 0,00
2025-07-24 13F PDS Planning, Inc 7 715 2,01 553 8,22
2025-05-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio 39 374 2 665
2025-08-27 NP Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 4 103 22,15 294 29,52
2025-06-18 NP NWFAX - Nationwide Fund Class A 113 262 8 179
2025-08-07 13F Kestra Private Wealth Services, Llc 20 280 5,45 1 455 11,76
2025-08-14 13F Verition Fund Management LLC Put 94 100 36,97 6 750 45,14
2025-08-14 13F Verition Fund Management LLC Call 57 500 7,68 4 124 14,11
2025-08-14 13F Glenmede Investment Management, LP 351 387 25 205
2025-08-14 13F Verition Fund Management LLC 140 894 39,61 10 106 47,94
2025-08-01 13F Gwn Securities Inc. 95 974 66,91 6 918 78,16
2025-08-01 13F Mizuho Securities Usa Llc 42 331 3 036
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 84 669 11,21 6 114 30,29
2025-08-14 13F Clg Llc 3 460 0,35 248 6,44
2025-08-13 13F Custom Index Systems, Llc 19 927 45,58 1 429 54,32
2025-08-29 NP WTV - WisdomTree U.S. Quality Shareholder Yield Fund N/A 298 838 1 601,62 21 436 2 919,01
2025-07-24 NP Horizon Funds - HORIZON EXPEDITION PLUS ETF 576 204,76 39 225,00
2025-08-13 13F Quantbot Technologies LP 236 076 16 934
2025-07-29 NP PBUS - Invesco PureBeta MSCI USA ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 93 425 16,77 6 374 22,93
2025-07-16 13F Independent Wealth Network Inc. 19 312 0,86 1 385 6,87
2025-08-26 NP CRIHX - CRM LONG/SHORT OPPORTUNITIES FUND INSTITUTIONAL SHARES Short -35 836 27,92 -2 571 35,55
2025-05-23 NP QQMNX - Federated Hermes MDT Market Neutral Fund Institutional Shares 7 633 10,91 517 22,86
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1 89 200 26,35 6 441 48,03
2025-08-27 NP Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 1 896 17,62 136 24,77
2025-07-10 13F Global Financial Private Client, LLC 19 285 13,52 1 383 20,37
2025-06-26 NP FITLX - Fidelity U.S. Sustainability 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 76 240 1,67 5 505 19,10
2025-07-24 13F Monument Capital Management 40 447 2 901
2025-08-06 13F Atlantic Union Bankshares Corp 390 28
2025-07-22 13F BridgePort Financial Solutions, LLC 5 784 415
2025-03-27 NP ASGCX - Allspring Global Long/Short Equity Fund Class C 15 650 335,21 965 394,36
2025-08-18 13F Wolverine Trading, Llc Put 131 900 9 420
2025-07-18 13F USA Financial Portformulas Corp 13 506 5,02 969 11,26
2025-08-18 13F Wolverine Trading, Llc Call 337 200 24 083
2025-07-16 13F Five Oceans Advisors 3 543 1,72 254 8,09
2025-08-05 13F iA Global Asset Management Inc. 46 644 26,63 3 50,00
2025-07-24 NP FBALX - Fidelity Balanced 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 471 500 32 170
2025-08-04 13F Waterfront Wealth Inc. 15 830 0,47 1 136 6,47
2025-07-31 13F Nisa Investment Advisors, Llc 294 014 5,86 21 090 12,18
2025-07-16 13F Old Port Advisors 4 276 5,42 307 11,68
2025-07-21 13F 111 Capital 11 863 851
2025-07-11 13F Farther Finance Advisors, LLC 24 468 69,58 1 755 78,54
2025-08-13 13F Renaissance Technologies Llc 1 835 251 1,96 131 643 8,04
2025-08-06 13F ZEGA Investments, LLC 8 850 0,47 635 6,38
2025-08-22 NP MBAAX - Global Strategist Portfolio Class A Shares 2 503 3,00 180 9,15
2025-08-13 13F Royal Fund Management, LLC Call 2 600 186
2025-08-14 13F Weiss Asset Management LP 32 300 181,11 2 317 229,91
2025-08-13 13F Royal Fund Management, LLC 21 700 12,44 1 557 19,14
2025-08-19 13F Newbridge Financial Services Group, Inc. 125 0,81 9 0,00
2025-08-14 13F Maverick Capital Ltd 17 214 1 235
2025-07-11 13F/A Livforsakringsbolaget Skandia, Omsesidigt 201 386 22,58 14 435 29,81
2025-08-14 13F Ubs Asset Management Americas Inc 7 206 861 16,96 516 948 23,94
2025-08-07 13F Everhart Financial Group, Inc. 10 780 11,65 773 18,38
2025-07-25 NP CZMVX - Multi-Manager Value Strategies Fund Institutional Class 245 802 28,17 16 771 34,92
2025-08-14 13F Bnp Paribas Arbitrage, Sa Put 1 501 165,19 10 767 181,02
2025-08-11 13F Independent Advisor Alliance 33 610 0,56 2 411 6,54
2025-08-14 13F Caption Management, LLC Put 100 000 7 173
2025-07-24 NP FBKFX - Fidelity Balanced 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 18 676 1 274
2025-08-08 13F Citizens Financial Group Inc/ri 12 609 11,51 904 18,17
2025-08-08 13F SG Americas Securities, LLC 58 970 36,76 4 100,00
2025-07-30 13F D.a. Davidson & Co. 39 368 9,39 2 824 15,89
2025-07-10 13F Sumitomo Mitsui DS Asset Management Company, Ltd 86 164 0,11 6 181 6,09
2025-04-02 13F Marcum Wealth, LLC 3 177 215
2025-08-12 13F Dynamic Technology Lab Private Ltd 16 236 1 165
2025-08-05 13F Elyxium Wealth, LLC 3 216 231
2025-08-15 13F Morgan Stanley 9 987 035 1,81 716 370 7,88
2025-08-11 13F Dorsey Wright & Associates 19 877 1 426
2025-08-14 13F Intact Investment Management Inc. 1 100 79
2025-07-15 13F Fifth Third Bancorp 71 786 0,24 5 149 6,23
2025-04-30 13F Sofos Investments, Inc. 1 056 71
2025-07-08 13F Baker Ellis Asset Management LLC 66 662 1,91 4 782 8,00
2025-08-07 13F Parkside Financial Bank & Trust 3 648 4,89 262 11,06
2025-05-15 13F/A Orion Portfolio Solutions, LLC 84 299 92,56 5 706 113,15
2025-08-14 13F Riggs Asset Managment Co. Inc. 74 5
2025-06-27 NP INFO - Harbor PanAgora Dynamic Large Cap Core ETF 9 708 6,80 701 25,18
2025-07-10 13F Capital Advisory Group Advisory Services, LLC 21 844 46,08 1 567 54,74
2025-06-30 NP XTR - Global X S&P 500 Tail Risk ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 24 20,00 2 0,00
2025-06-24 NP SNXFX - Schwab 1000 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 216 900 0,05 15 662 17,21
2025-06-27 NP CVSIX - Calamos Market Neutral Income Fund Class A 215 181 1,13 15 538 18,47
2025-08-29 NP USMF - WisdomTree U.S. Multifactor Fund N/A 21 493 16,14 1 542 23,08
2025-08-13 13F Ossiam 48 685 17,61 3 492 24,67
2025-08-14 13F Group One Trading, L.p. Put 51 000 54,08 3 658 63,30
2025-07-10 13F Kozak & Associates, Inc. 1 017 97,48 71 102,86
2025-07-07 13F Versant Capital Management, Inc 3 769 1,81 270 8,00
2025-08-14 13F Prestige Wealth Management Group LLC 574 0,70 41 7,89
2025-08-29 13F Centaurus Financial, Inc. 5 131 12,32 0
2025-06-26 NP BLACKROCK FUNDS - iShares Total U.S. Stock Market 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 45 043 2,52 3 253 20,09
2025-08-29 NP WTAI - WisdomTree Artificial Intelligence and Innovation Fund NA 25 581 1 835
2025-07-24 13F Forefront Analytics, LLC 19 727 1 415
2025-06-25 NP DIVB - iShares U.S. Dividend and Buyback ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10 826 16,10 782 36,06
2025-08-06 13F Rialto Wealth Management, LLC 42 180,00 3 200,00
2025-07-28 13F Rosenberg Matthew Hamilton 3 717 16,23 267 23,15
2025-08-07 13F FDx Advisors, Inc. 2 944 0
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility 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 3 618 49,20 260 75,00
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 1 235 097 0,80 84 271 6,10
2025-05-15 13F Rakuten Investment Management, Inc. 61 446 4 100
2025-08-13 13F West Family Investments, Inc. 20 193 8,78 1 448 15,29
2025-06-30 NP CATH - Global X S&P 500 Catholic Values ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 18 800 1,70 1 358 19,14
2025-08-12 13F Tokio Marine Asset Management Co Ltd 22 633 2,79 1 623 8,93
2025-08-20 NP AQMIX - AQR Managed Futures Strategy Fund Class I Short -21 094 160,68 -1 513 176,60
2025-08-12 13F Prudential Financial Inc 834 300 81,48 59 844 92,31
2025-07-31 13F Buckingham Strategic Partners 13 795 279,09 989 302,03
2025-07-17 13F Beacon Capital Management, LLC 2 301 3,93 165 10,74
2025-08-25 NP MMBDX - MassMutual Premier Balanced Fund Class A 3 168 70,60 227 81,60
2025-08-14 13F GWM Advisors LLC 97 288 11,52 6 978 18,17
2025-07-22 13F Valeo Financial Advisors, LLC 9 311 2,56 668 8,63
2025-07-31 13F Wealthfront Advisers Llc 150 560 16,91 10 800 23,90
2025-08-14 13F Principal Street Partners, LLC 14 323 87,94 1 027 99,42
2025-04-10 13F Unigestion Holding SA 66 406 30,62 4 495 44,63
2025-08-11 13F Aviso Wealth Management 3 933 1,92 282 8,05
2025-08-12 13F Mufg Securities Americas Inc. 13 576 15,21 974 22,08
2025-07-28 NP AVMV - Avantis U.S. Mid Cap Value ETF 3 544 32,78 242 39,31
2025-08-14 13F Limestone Investment Advisors LP 16 059 1 152
2025-08-28 NP BIGRX - Income & Growth Fund Investor Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 38 369 2 752
2025-08-14 13F Qube Research & Technologies Ltd Call 275 100 1 797,24 19 733 1 911,42
2025-08-14 13F Qube Research & Technologies Ltd Put 66 800 756,41 4 792 809,11
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 53 263 2,88 3 821 9,02
2025-08-14 13F Qube Research & Technologies Ltd 1 528 552 95,06 109 643 106,71
2025-07-10 13F Contravisory Investment Management, Inc. 13 024 5,57 934 11,86
2025-07-11 13F SILVER OAK SECURITIES, Inc 10 697 0,98 767 8,64
2025-08-14 13F Voleon Capital Management Lp 68 856 414,66 4 939 445,75
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 17 503 6,84 1 264 25,17
2025-07-28 NP SPXV - S&P 500 ex-Health Care ETF 434 6,90 30 11,54
2025-08-14 13F DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 56 096 22,85 4 024 30,19
2025-08-13 13F Jump Financial, LLC 51 969 3 728
2025-08-06 13F S&t Bank/pa 48 77,78 3 200,00
2025-08-11 13F WPG Advisers, LLC 993 28,96 71 36,54
2025-08-14 13F EP Wealth Advisors, Inc. 35 529 179,95 2 548 196,62
2025-08-01 13F Teacher Retirement System Of Texas 521 652 49,59 37 418 58,52
2025-08-14 13F Perbak Capital Partners LLP 80 363 5 764
2025-07-24 NP FCGSX - Fidelity Series Growth Company 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 483 340 227,82 32 978 245,07
2025-08-07 13F Fidelis Capital Partners, LLC 29 916 2,25 2 206 7,67
2025-07-29 13F Oxbow Advisors, LLC 17 614 0,01 1 263 5,96
2025-07-14 13F Proathlete Wealth Management Llc 13 1
2025-08-26 NP GVLU - Gotham 1000 Value ETF 4 542 169,71 326 187,61
2025-08-27 NP Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 55 682 247,43 3 994 268,45
2025-06-24 NP TNXAX - 1290 DoubleLine Dynamic Allocation Fund Class A 1 084 36,52 78 62,50
2025-07-08 13F Parallel Advisors, LLC 21 053 1,84 1 510 8,01
2025-07-16 13F ORG Partners LLC 1 406 3,00 100 7,53
2025-08-06 13F Richard Bernstein Advisors LLC 34 610 2 483
2025-06-27 NP FMTM - MarketDesk Focused U.S. Momentum ETF 6 761 488
2025-08-14 13F Caisse De Depot Et Placement Du Quebec 1 884 395 81,31 135 168 92,13
2025-07-14 13F UMA Financial Services, Inc. 519 1,76 37 8,82
2025-07-21 13F Old Second National Bank Of Aurora 35 3
2025-08-15 13F/A Rakuten Securities, Inc. 584 253,94 42 272,73
2025-08-05 13F NewSquare Capital LLC 362 40,31 26 47,06
2025-07-22 13F Joule Financial, LLC 11 704 3,12 840 9,24
2025-08-26 NP JLPSX - JPMorgan U.S. Large Cap Core Plus Fund Class I Short -24 141 -1 732
2025-08-26 NP QCEQRX - Equity Index Account Class R1 301 757 7,46 21 645 13,88
2025-08-14 13F Jain Global LLC 178 771 2 527,05 12 823 2 687,61
2025-08-14 13F Woodline Partners LP 66 264 17,82 4 753 24,85
2025-07-14 13F Sowell Financial Services LLC 51 805 8,07 3 716 14,52
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 14 813 5,85 1 063 12,14
2025-06-18 NP Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF 825 60
2025-08-19 13F Asset Dedication, LLC 1 818 0,39 130 6,56
2025-08-08 13F denkapparat Operations GmbH 4 108 295
2025-06-30 NP PEVC - Pacer PE/VC ETF 27 2
2025-08-14 13F Lombard Odier Asset Management (USA) Corp 48 328 3 467
2025-08-04 13F Field & Main Bank 1 335 1,91 96 7,95
2025-08-12 13F Trexquant Investment LP 56 698 4 067
2025-08-04 13F Hantz Financial Services, Inc. 21 572 1,86 2 0,00
2025-08-01 13F Fjarde Ap-fonden /fourth Swedish National Pension Fund 343 283 27,62 25 33,33
2025-08-14 13F Quantitative Investment Management, LLC 81 346 6
2025-07-29 NP SVYAX - SIIT U.S. Managed Volatility Fund - Class A 97 500 244,10 6 652 262,31
2025-07-24 13F Commerzbank Aktiengesellschaft /fi 9 199 1,39 1
2025-07-22 NP JUST - Goldman Sachs JUST U.S. Large Cap Equity ETF 9 487 1,44 647 6,77
2025-08-12 13F Advisors Asset Management, Inc. 11 753 26,25 843 33,81
2025-08-14 13F Nebula Research & Development LLC 25 653 1 840
2025-07-08 13F Arlington Trust Co LLC 3 585 1,47 257 7,53
2025-07-28 NP EARAX - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A 3 070 209
2025-07-14 13F Gries Financial Llc 3 027 1,54 217 7,96
2025-08-12 13F Integrated Advisors Network LLC 4 713 38,21 338 46,96
2025-07-25 13F Ofi Invest Asset Management 1 522 30,98 93 29,17
2025-08-04 13F Syverson Strege & Co 5 367 385
2025-08-12 13F Ci Investments Inc. 4 409 1,61 0
2025-08-13 13F MONECO Advisors, LLC 4 845 1,74 348 7,76
2025-07-10 13F NorthCrest Asset Manangement, LLC 20 266 4,19 1 415 7,52
2025-08-26 NP EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 55 928 9,90 4 012 16,46
2025-06-25 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 -71 403 42,46 -5 156 66,91
2025-07-31 13F Whipplewood Advisors, LLC 421 10 425,00 30 7,14
2025-08-27 NP SSPY - Stratified LargeCap Index ETF 13 909 27,19 998 34,73
2025-08-25 NP GDLFX - Gotham Defensive Long 500 Fund Institutional Class 2 905 10,88 208 17,51
2025-08-20 NP QMNIX - AQR Equity Market Neutral Fund Class I Short -15 859 -66,83 -1 138 -64,85
2025-05-22 NP ROUS - Hartford Multifactor US Equity ETF 77 434 19,74 5 242 32,55
2025-07-29 NP VWELX - VANGUARD WELLINGTON 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 4 342 084 296 260
2025-08-26 NP DVAL - BrandywineGLOBAL-Dynamic US Large Cap Value ETF 18 902 1 356
2025-07-24 13F Freedom Day Solutions, LLC 3 606 1,41 259 7,50
2025-08-14 13F Game Creek Capital, LP Put 20 000 1 435
2025-07-22 13F Merit Financial Group, LLC 40 376 54,38 2 896 63,62
2025-08-12 13F Jefferies Financial Group Inc. 12 902 925
2025-08-20 NP QMHIX - AQR Managed Futures Strategy HV Fund Class I Short -7 661 -16,49 -550 -11,45
2025-08-19 13F Advisory Services Network, LLC 28 355 70,67 1 988 76,78
2025-08-14 13F Ieq Capital, Llc 3 159 1,12 227 7,11
2025-08-14 13F Holocene Advisors, LP 912 444 65 450
2025-08-15 13F Kestra Advisory Services, LLC 80 283 1,82 5 759 7,89
2025-08-11 13F Empowered Funds, LLC 116 088 27,60 8 327 35,21
2025-08-14 13F Mml Investors Services, Llc 75 798 18,11 5 25,00
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3 39 252 32,87 2 834 55,71
2025-08-14 13F L2 Asset Management, LLC 5 958 5,94 427 12,37
2025-06-30 NP QDPL - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 10 625 16,75 767 36,96
2025-07-23 13F Drake & Associates, LLC 41 178 41,87 2 954 50,36
2025-07-29 13F Signature Estate & Investment Advisors Llc 4 336 0,51 311 6,87
2025-06-24 NP SWMCX - Schwab U.S. Mid-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 110 367 16,43 7 970 36,41
2025-07-29 NP GMUEX - GMO U.S. Equity Fund Class III 40 980 29,36 2 796 36,19
2025-08-15 13F WealthCollab, LLC 1 025 1,59 74 7,35
2025-08-07 13F Allworth Financial LP 36 589 5,41 2 625 5,98
2025-08-12 13F Laurel Wealth Advisors LLC 122 085 7 073,03 2 -99,13
2025-07-31 13F Brighton Jones Llc 16 706 4,18 1 198 10,41
2025-07-29 NP Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 700 32,08 48 38,24
2025-05-28 NP TLCHX - Social Choice Equity Fund 7 197 4,73 487 15,95
2025-08-08 13F Canada Post Corp Registered Pension Plan 11 429 820
2025-08-28 NP TOPC - iShares S&P 500 3% Capped ETF 137 10
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class 18 200 152,78 1 305 286,09
2025-07-22 13F Wealthcare Advisory Partners LLC 8 025 1,85 576 7,88
2025-08-28 NP SEIV - SEI Enhanced U.S. Large Cap Value Factor ETF 194 025 7,39 13 917 13,79
2025-05-15 NP PY - Principal Shareholder Yield Index ETF 45 060 278,08 3 050 318,96
2025-08-14 13F Fmr Llc 12 371 220 36,68 887 388 44,84
2025-08-11 13F Pinnacle Wealth Planning Services, Inc. 3 998 30,27 287 38,16
2025-08-07 13F Traynor Capital Management, Inc. 14 259 9,26 1 017 15,18
2025-08-12 13F SRS Capital Advisors, Inc. 5 431 70,14 2 093 868,52
2025-08-07 13F ProShare Advisors LLC 131 115 5,34 9 405 11,62
2025-07-23 13F Shell Asset Management Co 34 086 1,82 2 0,00
2025-05-15 13F Texas Permanent School Fund 71 781 5 183
2025-08-13 13F Rsm Us Wealth Management Llc 43 126 5,33 3 093 11,62
2025-07-24 NP FIDJX - Fidelity SAI Sustainable Sector Fund 13 794 13,11 941 19,11
2025-08-07 13F Teachers Retirement System Of The State Of Kentucky 795 579 36,61 57 46,15
2025-08-01 13F Bessemer Group Inc 12 861 2,52 1
2025-08-11 13F Alps Advisors Inc 16 963 0,05 1 217 6,02
2025-08-14 13F ICONIQ Capital, LLC 8 060 7,02 578 13,56
2025-07-31 13F Resonant Capital Advisors, LLC 55 338 0,56 3 969 6,58
2025-07-31 13F CVA Family Office, LLC 1 911 0,37 137 7,03
2025-08-13 13F Millington Financial Advisors, LLC 30 746 12,44 2 241 20,11
2025-08-12 13F NDVR, Inc. 4 687 6,31 336 12,75
2025-07-30 13F Roman Butler Fullerton & Co 14 575 57,02 1 042 64,72
2025-07-30 13F Mid-American Wealth Advisory Group, Inc. 641 46
2025-08-12 13F Aigen Investment Management, Lp 22 315 32,42 1 601 40,35
2025-08-01 13F Solstein Capital, LLC 664 48
2025-08-26 NP GEQYX - EQUITY INDEX FUND Institutional 75 797 7,04 5 437 13,42
2025-06-23 NP PLFMX - LargeCap S&P 500 Index Fund R-3 117 287 2,02 8 469 19,52
2025-07-29 13F Uhlmann Price Securities, Llc 2 800 201
2025-08-22 NP CVLC - Calvert US Large-Cap Core Responsible Index ETF 9 561 1,90 686 7,87
2025-08-07 13F Los Angeles Capital Management Llc 102 283 11,11 7 337 17,73
2025-07-30 NP OUSA - ALPS | O'Shares U.S. Quality Dividend ETF Shares 11 487 0,38 784 5,67
2025-07-18 13F Bartlett & Co. Wealth Management Llc 43 182 0,01 3 097 5,99
2025-08-14 13F Wellington Management Group Llp 20 715 290 223,79 1 485 908 243,11
2025-08-11 13F HighTower Advisors, LLC 241 064 8,42 17 291 14,89
2025-08-20 NP AMOMX - AQR Large Cap Momentum Style Fund Class I 18 545 1 330
2025-07-29 NP EBI - Longview Advantage ETF 46 043 5 192,30 3 142 5 508,93
2025-05-30 NP ERNZ - TrueShares Active Yield ETF 2 063 29,83 140 43,30
2025-06-23 NP PPSFX - LargeCap Value Fund III R-3 16 166 8,88 1 167 27,54
2025-07-29 13F First Bancorp, Inc /ME/ 2 797 201
2025-07-16 13F Essex Financial Services, Inc. 3 538 254
2025-07-31 13F Leavell Investment Management, Inc. 19 360 21,94 1 389 29,24
2025-08-13 13F GQG Partners LLC 12 346 124 885 590
2025-06-24 NP SWTSX - Schwab Total Stock Market 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 316 388 0,17 22 846 17,35
2025-08-22 NP MAGA - Point Bridge GOP Stock Tracker ETF 3 108 223
2025-08-22 NP Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central 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 72 500 5 200
2025-08-14 13F Financial Engines Advisors L.L.C. 3 242 9,79 233 16,50
2025-06-24 NP QLC - FlexShares US Quality Large Cap 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 34 661 21,05 2 503 41,84
2025-09-04 13F/A Advisor Group Holdings, Inc. 207 292 40,65 14 866 48,99
2025-06-26 NP DUHP - Dimensional US High Profitability ETF 1 184 366 5,67 85 523 23,79
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 150 11
2025-08-11 13F Pineridge Advisors LLC 133 0,76 10 12,50
2025-07-14 13F Southland Equity Partners LLC 7 159 84,13 513 95,06
2025-08-06 13F OneAscent Wealth Management LLC 3 297 3,29 0
2025-07-25 NP SCHB - Schwab U.S. Broad Market ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 382 171 0,74 26 076 6,03
2025-07-29 NP VRNIX - Vanguard Russell 1000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 102 079 6,06 6 965 11,64
2025-08-14 13F Williams Jones Wealth Management, LLC. 16 415 0,98 1 177 7,00
2025-08-08 13F SG Americas Securities, LLC Call 824 500 48,69 2 0,00
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 29 282 9,62 2 114 28,43
2025-08-13 13F Safe Harbor Fiduciary, LLC 1 500 108
2025-08-14 13F Fuller & Thaler Asset Management, Inc. 43 148 15,61 3 095 22,53
2025-08-14 13F Evergreen Capital Management Llc 7 153 1,88 513 8,00
2025-06-26 NP HMVAX - THE HARTFORD MIDCAP VALUE FUND Class A 186 603 13 475
2025-08-12 13F Magnetar Financial LLC 14 794 1 061
2025-07-21 13F Cromwell Holdings LLC 1 718 4,82 123 11,82
2025-06-24 NP MXCCX - Federated Max-Cap Index Fund Class C Shares This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 926 11,89 211 31,06
2025-07-22 13F Ergawealth Advisors, Inc. 3 264 234
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class 854 400 1 273,63 61 286 1 982,43
2025-07-17 13F KG&L Capital Management,LLC 7 567 543
2025-07-21 13F Qrg Capital Management, Inc. 498 268 7,14 35 741 13,53
2025-07-25 13F Advocate Group Llc 121 392 16,60 8 707 23,56
2025-08-06 13F Twin Capital Management Inc 60 428 1,25 4 334 7,28
2025-07-29 NP NELAX - Nuveen Equity Long/Short 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 Short -5 600 -23,29 -382 -19,24
2025-08-08 13F Avantax Advisory Services, Inc. 44 871 15,55 3 219 22,45
2025-07-23 13F High Note Wealth, LLC 636 0,32 46 7,14
2025-08-15 13F Earnest Partners Llc 4 190 40,23 301 48,51
2025-08-08 13F Cetera Investment Advisers 311 729 12,55 22 360 19,27
2025-08-07 13F Cypress Capital, LLC 47 342 0,22 3 396 6,19
2025-08-08 13F Tortoise Investment Management, LLC 1 098 0,64 79 6,85
2025-08-22 NP MIMPX - Global Strategist Portfolio Class I 366 1,10 26 8,33
2025-08-07 13F Commerce Bank 29 005 1,33 2 081 7,38
2025-07-23 13F Family Legacy, Inc. 4 026 12,71 289 19,50
2025-07-28 NP SPXT - S&P 500 ex-Technology ETF 4 015 4,53 274 10,08
2025-06-27 NP PCLCX - PACE Large Co Growth Equity Investments Class P 18 709 1 351
2025-04-11 13F Safeguard Financial, LLC 3 291 223
2025-07-30 13F Whittier Trust Co Of Nevada Inc 4 715 1,03 338 7,30
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 432 894 5,56 31 259 23,67
2025-07-22 13F Miracle Mile Advisors, LLC 5 905 424
2025-08-26 NP TCAL - T. Rowe Price Capital Appreciation Premium Income ETF 9 862 99,84 707 111,68
2025-08-11 13F Private Advisor Group, LLC 20 428 5,05 1 465 11,32
2025-06-26 NP FIOOX - Fidelity Series Large Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 226 437 2,49 16 351 20,08
2025-06-25 NP RECS - Columbia Research Enhanced Core ETF 132 049 46,81 9 535 71,99
2025-07-09 13F Sivia Capital Partners, LLC 2 797 201
2025-07-22 13F DAVENPORT & Co LLC 8 948 8,19 642 14,67
2025-08-12 13F Holderness Investments Co 6 056 1,68 434 7,69
2025-07-23 13F Klp Kapitalforvaltning As 393 925 5,69 28 256 12,00
2025-08-12 13F Zacks Investment Management 91 418 6 557
2025-07-15 13F Td Private Client Wealth Llc 4 697 28,51 337 36,03
2025-08-13 13F Proactive Wealth Strategies LLC 7 563 7,98 1
2025-07-15 13F North Star Investment Management Corp. 12 392 0,44 889 6,35
2025-08-26 NP SPFFX - Sphere 500 Climate Fund 547 11,18 39 18,18
2025-05-05 13F Lindbrook Capital, Llc 5 380 37,04 364 51,67
2025-08-13 13F Victory Capital Management Inc 874 967 109,49 62 761 121,99
2025-03-28 NP FQUAX - AMG FQ Long-Short Equity Fund Class N 43 602 5,94 2 688 17,08
2025-07-15 13F Sara-Bay Financial 2 846 204
2025-08-14 13F Worldquant Millennium Advisors Llc 2 420 495 299,57 173 622 323,43
2025-08-14 13F Toronto Dominion Bank 250 932 6,04 17 999 12,37
2025-06-24 NP BBUS - JPMorgan BetaBuilders U.S. Equity ETF 58 647 4,45 4 235 22,37
2025-08-27 NP PRAXIS FUNDS - Praxis Impact Large Cap Value ETF 1 267 91
2025-08-14 13F Stamos Capital Partners, L.p. 13 604 8,99 976 15,52
2025-08-14 13F Jane Street Group, Llc Call 25 982 300 4,64 1 863 710 10,88
2025-08-14 13F Jane Street Group, Llc 1 000 211 71 745
2025-06-23 NP SIZE - iShares Edge MSCI USA Size Factor ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9 931 7,78 717 26,46
2025-08-14 13F Jane Street Group, Llc Put 2 082 200 12,80 149 356 19,53
2025-08-11 13F Strategic Wealth Partners, Ltd. 31 2
2025-08-14 13F Horizon Investments, LLC 21 221 6,63 1 522 12,99
2025-08-14 13F Sciencast Management LP 42 112 323,53 3 021 348,74
2025-07-29 NP SGMAX - SIIT Global Managed Volatility Fund Class A 244 382 20,39 16 674 26,72
2025-06-26 NP FNILX - Fidelity ZERO Large Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 164 429 1,50 11 873 18,91
2025-07-30 13F Eqis Capital Management, Inc. 5 999 16,17 430 23,21
2025-08-20 NP QHFRX - AQR MS Fusion HV Fund Class R6 158 11
2025-07-30 13F Cullen/frost Bankers, Inc. 16 938 6,02 1 215 12,30
2025-06-26 NP QRFT - QRAFT AI-Enhanced U.S. Large Cap ETF 204 15
2025-08-14 13F Mercer Global Advisors Inc /adv 406 136 7,64 29 132 14,06
2025-07-23 13F Sachetta, LLC 163 13,19 12 22,22
2025-08-14 13F Scientech Research LLC 7 754 556
2025-07-21 13F Ascent Group, LLC 74 871 299,53 5 371 323,50
2025-08-13 13F Level Four Advisory Services, Llc 14 827 8,57 1 064 15,04
2025-08-29 NP JRSAX - Janus Henderson U.S. Managed Volatility Fund Class A 19 146 1 373
2025-06-26 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 25 818 4 084,44 1 864 4 805,26
2025-08-14 13F Maven Securities LTD Call 21 200 1 521
2025-08-14 13F Maven Securities LTD 5 839 31,30 419 38,87
2025-06-18 NP NWAYX - Nationwide GQG US Quality Equity Fund Eagle Class 42 648 3 080
2025-07-10 13F Exchange Traded Concepts, Llc 27 424 1,60 1 967 7,66
2025-08-29 13F Total Investment Management Inc 10 1
2025-08-14 13F CoreFirst Bank & Trust 1 122 80
2025-07-09 13F Baron Wealth Management LLC 3 996 11,03 287 17,70
2025-08-27 NP Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 6 100 362,12 438 482,67
2025-08-14 13F Ausdal Financial Partners, Inc. 4 209 22,57 302 29,74
2025-08-28 NP BEQGX - Equity Growth Fund Investor Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 175 739 12 606
2025-07-09 13F OLIO Financial Planning 3 430 0,06 246 6,03
2025-07-29 NP SUVAX - PGIM QMA LARGE-CAP VALUE FUND Class A 22 000 249,21 1 501 267,89
2025-07-24 13F Standard Life Aberdeen plc 432 307 6,02 31 009 11,90
2025-08-13 13F Natixis 102 809 40,05 7 374 47,57
2025-08-14 13F Glenview Trust Co 5 095 0,16 365 6,10
2025-05-23 NP NXTV - Simplify Next Intangible Value Index ETF 429 21,53 29 38,10
2025-08-12 13F Waterloo Capital, L.P. 17 737 10,54 1 272 17,13
2025-08-06 13F Achmea Investment Management B.V. 465 894 3,01 33 10,00
2025-06-24 NP SWLVX - Schwab U.S. Large-Cap Value Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 21 268 2,74 1 536 20,30
2025-08-29 NP EPS - WisdomTree U.S. LargeCap Fund N/A 26 281 1,43 1 885 7,53
2025-08-13 13F OMERS ADMINISTRATION Corp 54 701 1,48 3 924 7,54
2025-06-26 NP FSWCX - Fidelity SAI U.S. Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 484 882 22,94 35 013 44,02
2025-04-24 13F Fulcrum Asset Management LLP Put 0 2 676
2025-08-13 13F Walleye Capital LLC 38 599 70,86 2 769 81,03
2025-07-31 13F Caitong International Asset Management Co., Ltd 2 053 11 305,56 147 14 600,00
2025-08-13 13F Walleye Capital LLC Call 159 300 9,86 11 427 16,41
2025-06-30 NP PBP - Invesco S&P 500 BuyWrite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 006 21,21 145 41,18
2025-07-22 13F Bay Harbor Wealth Management, LLC 1 479 5,49 106 12,77
2025-08-13 13F Walleye Capital LLC Put 248 400 360,00 17 818 387,47
2025-08-04 13F Assetmark, Inc 25 308 119,21 1 815 132,39
2025-08-26 NP GPIX - Goldman Sachs S&P 500 Core Premium Income ETF 11 560 58,33 829 67,81
2025-06-24 NP JMNAX - JPMorgan Research Market Neutral Fund Class A Short -11 372 -67,10 -821 -61,46
2025-08-05 13F Westside Investment Management, Inc. 245 17
2025-08-29 NP Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I 14 696 5,17 1 054 11,53
2025-07-17 13F Fort Washington Investment Advisors Inc /oh/ 360 351 0,83 25 848 6,85
2025-08-01 13F Ashton Thomas Private Wealth, LLC 22 914 136,98 1 644 151,22
2025-08-06 13F AE Wealth Management LLC 55 385 0,68 3 973 6,69
2025-07-23 13F Kingswood Wealth Advisors, Llc 5 069 24,73 364 32,00
2025-07-22 13F Wynn Capital, LLC 3 659 2,95 262 9,17
2025-08-14 13F/A Bank Julius Baer & Co. Ltd, Zurich 6 918 889,70 496 835,85
2025-07-28 NP AVUS - Avantis U.S. Equity 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 288 409 6,37 19 678 11,97
2025-08-15 13F Binnacle Investments Inc 42 147,06 3 200,00
2025-07-24 NP FSRPX - Retailing 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 1 092 100 169,32 74 514 183,49
2025-08-14 13F Css Llc/il Call 5 000 359
2025-08-14 13F Main Street Financial Solutions, LLC 6 321 453
2025-07-15 13F Maseco Llp 171 12
2025-08-25 NP DVOL - First Trust Dorsey Wright Momentum & Low Volatility 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 14 323 1 027
2025-08-04 13F Simon Quick Advisors, Llc 6 303 18,28 452 25,56
2025-08-18 13F 1248 Management, LLC 12 591 35,01 903 43,11
2025-08-13 13F Delta Accumulation, LLC Put 35 200 467,74 2 017 467,89
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 10 708 2,93 768 9,09
2025-08-13 13F Delta Accumulation, LLC Call 35 200 467,74 2 017 467,89
2025-08-07 13F Zions Bancorporation, National Association /ut/ 654 7,04 47 12,20
2025-07-16 13F Meyer Handelman Co 95 714 40,06 6 866 48,43
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 445 87,76 32 93,75
2025-08-14 13F Cubist Systematic Strategies, LLC 30 958 19,58 2 221 26,71
2025-08-14 13F Bayesian Capital Management, LP 27 500 1 973
2025-07-01 13F Private Client Services, Llc 3 066 220
2025-08-14 13F Cubist Systematic Strategies, LLC Put 184 700 13 249
2025-08-26 NP KXI - iShares Global Consumer Staples 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 136 000 5,82 9 755 12,14
2025-08-14 13F Cubist Systematic Strategies, LLC Call 44 300 1 130,56 3 178 1 207,41
2025-08-14 13F Advisor OS, LLC 16 906 6,26 1 213 12,64
2025-08-13 13F Parkworth Wealth Management, Inc. 48 100,00 3 200,00
2025-08-20 NP QCFIX - AQR CVX Fusion Fund Class I 135 10
2025-07-24 NP FPKFX - Fidelity Puritan 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 36 316 2 478
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 11 989 3,36 860 9,43
2025-08-13 13F Gabelli Funds Llc 196 000 26,05 14 059 33,58
2025-07-24 NP SHP ETF Trust - NEOS S&P 500(R) High Income ETF 53 249 21,32 3 633 27,74
2025-06-23 NP ESMV - iShares ESG MSCI USA Min Vol Factor ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 625 0,31 117 18,18
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 119 442 13,04 8 568 21,52
2025-08-27 NP PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 12 010 861
2025-07-24 13F Trust Co Of Toledo Na /oh/ 614 44
2025-06-30 NP EGLE - Global X S&P 500 U.S. Revenue Leaders ETF 58 4
2025-08-08 13F Compass Financial Services Inc 200 14
2025-08-07 13F Meeder Advisory Services, Inc. 18 547 20,13 1 330 27,27
2025-08-12 13F Stevens Capital Management Lp 9 361 110,12 1
2025-08-14 13F Siemens Fonds Invest GmbH 8 816 11,44 632 18,13
2025-07-24 NP EUSA - iShares MSCI USA Equal Weighted ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 39 744 9,61 2 712 15,36
2025-08-25 NP GONIX - Gotham Neutral Fund Institutional Class 3 020 4,61 217 10,77
2025-08-15 NP Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund 25 361 245,85 1 819 266,73
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 588 376 5 635,78 42 204 5 981,27
2025-08-12 13F Archer Investment Corp 7 665 0,86 550 6,81
2025-08-14 13F ISAM Funds (UK) Ltd 25 932 1 860
2025-08-12 13F Founders Financial Alliance, LLC 3 324 0,12 238 6,25
2025-08-13 13F Norges Bank 7 225 246 518 267
2025-06-23 NP LVPIX - Large-cap Value Profund Investor Class 3 674 1 207,47 265 1 458,82
2025-08-13 13F Cerity Partners LLC 453 923 46,36 32 560 55,09
2025-08-05 13F Kesler, Norman & Wride, LLC 348 527 0,00 25 000 5,97
2025-08-14 13F Capstone Investment Advisors, Llc 26 040 1 868
2025-08-14 13F Mariner, LLC 574 486 5,62 41 204 11,96
2025-05-30 NP MML Series Investment Fund II - MML Equity Rotation Fund Class II 1 044 0,29 71 11,11
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 192 941 32,56 14 44,44
2025-08-12 13F Pacer Advisors, Inc. 57 529 68,90 4 127 79,00
2025-08-01 13F Rossby Financial, LCC 408 29
2025-05-14 13F Credit Agricole S A 310 255 33,76 21 001 48,06
2025-08-11 13F Brown Brothers Harriman & Co 18 032 2,28 1 293 8,38
2025-08-11 13F Westover Capital Advisors, LLC 5 325 15,96 382 22,90
2025-08-06 13F Metis Global Partners, LLC 27 642 1,75 1 983 7,83
2025-07-28 NP AVLC - Avantis U.S. Large Cap Equity ETF 20 993 25,26 1 432 31,86
2025-07-24 13F GFG Capital, LLC 247 18
2025-08-12 13F Franklin Resources Inc 4 126 866 7,86 296 028 14,30
2025-08-14 13F Goldman Sachs Group Inc 5 689 031 14,55 408 074 21,38
2025-07-29 NP VRVIX - Vanguard Russell 1000 Value Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 356 892 9,00 24 351 14,74
2025-06-25 NP MNDFX - Disciplined Value Series Class I 11 725 60,88 847 88,42
2025-08-26 NP EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB 21 900 1 571
2025-07-29 NP VFMO - Vanguard U.S. Momentum Factor ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 57 552 419,94 3 927 621,69
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 7 937 59,03 573 86,64
2025-08-13 13F StoneX Group Inc. 3 543 1,93 254 8,09
2025-08-14 13F Syon Capital Llc 15 199 2,56 1 090 8,67
2025-06-23 NP IYK - iShares U.S. Consumer Goods 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 454 093 19,19 32 790 39,63
2025-03-26 NP TISCX - TIAA-CREF Social Choice Equity Fund Institutional Class 500 409 17,56 30 845 29,94
2025-07-17 13F DiNuzzo Private Wealth, Inc. 147 1,38 11 11,11
2025-07-30 NP ENDW - Cambria Endowment Style ETF 2 0
2025-08-11 13F Brass Tax Wealth Management, Inc 20 751 0,08 1 488 6,06
2025-08-18 13F Geneos Wealth Management Inc. 6 386 9,46 458 16,24
2025-08-13 13F Korea Investment CORP 711 932 15,07 51 067 21,93
2025-08-12 13F Marietta Investment Partners Llc 101 105 18,73 7 252 25,82
2025-08-18 13F/A Nomura Holdings Inc 475 320 3,27 34 095 9,43
2025-08-18 13F/A Nomura Holdings Inc Put 232 300 16 663
2025-07-09 13F Inspirion Wealth Advisors, Llc 19 111 0,19 1 371 6,12
2025-08-14 13F/A Skopos Labs, Inc. 18 179 84,32 1 304 95,35
2025-06-24 NP Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 35 3
2025-08-14 13F Bank Of America Corp /de/ 4 814 251 20,10 345 326 27,27
2025-07-29 NP ESGV - Vanguard ESG U.S. Stock ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 143 972 0,29 9 823 5,57
2025-03-27 NP EQIN - Columbia Sustainable U.S. Equity Income ETF 13 708 28,91 845 42,33
2025-08-14 13F Millennium Management Llc 2 551 462 715,53 183 016 764,22
2025-08-06 13F Decker Retirement Planning Inc. 65 5
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 455 33
2025-07-22 13F Keudell/Morrison Wealth Management 3 829 0,37 275 6,20
2025-07-18 13F Childress Capital Advisors, Llc 3 457 8,27 248 14,81
2025-07-18 13F Robeco Institutional Asset Management B.V. 2 185 530 80,71 156 768 91,49
2025-08-05 13F Dunhill Financial, LLC 162 1,25 12 10,00
2025-08-14 13F Bank Of America Corp /de/ Call 310 700 1,80 22 287 7,88
2025-08-04 13F Premier Path Wealth Partners, LLC 5 260 9,70 377 16,36
2025-07-25 13F JustInvest LLC 127 114 11,70 9 118 18,38
2025-08-13 13F Kilter Group LLC 58 4
2025-07-30 13F Bleakley Financial Group, LLC 13 468 4,82 966 11,16
2025-07-22 13F Net Worth Advisory Group 7 637 548
2025-06-23 NP CNPIX - Consumer Goods Ultrasector Profund Investor Class 2 428 128,84 175 169,23
2025-04-29 NP HESGX - Horizon ESG Defensive Core Fund Investor Class 12 055 5,02 781 11,41
2025-07-28 13F RFG Advisory, LLC 9 785 26,18 702 33,78
2025-08-01 13F Logan Capital Management Inc 0 0
2025-08-05 13F Huntington National Bank 65 467 3,34 4 696 9,49
2025-08-13 13F SageView Advisory Group, LLC 16 094 1,46 1 116 3,91
2025-07-28 NP AVUQ - Avantis U.S. Quality ETF 322 22
2025-08-14 13F Daiwa Securities Group Inc. 152 031 55,90 11 66,67
2025-08-11 13F Shoker Investment Counsel, Inc. 5 934 0,10 426 5,99
2025-08-27 NP HCSRX - The Catholic SRI Growth Portfolio HC Strategic Shares 630 30,71 45 40,63
2025-07-28 13F Sagespring Wealth Partners, Llc 13 024 31,32 934 39,20
2025-08-05 13F J. W. Coons Advisors, LLC 41 781 1,60 2 997 7,65
2025-07-29 13F Altus Wealth Group LLC 8 357 7,39 599 13,88
2025-08-13 13F Lansforsakringar Fondforvaltning AB (publ) 9 418 56,78 676 66,26
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 26 284 4,91 1 885 11,21
2025-07-23 13F Hager Investment Management Services, Llc 12 609 19,96 904 27,14
2025-08-12 13F Journey Strategic Wealth Llc 4 569 328
2025-03-31 NP Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF 1 519 94
2025-08-15 13F Keel Point, LLC 2 861 205
2025-08-13 13F Hsbc Holdings Plc Call 120 900 55,60 8 622 63,49
2025-07-21 13F Hennessy Advisors Inc 234 162 149,64 16 796 164,55
2025-08-14 13F Wells Fargo & Company/mn 1 687 901 21,52 121 073 28,78
2025-08-06 13F Sienna Gestion 121 905 10,21 7 983 9,69
2025-07-28 NP TOWFX - Towpath Focus Fund Institutional Share Class 19 700 24,68 1 344 31,25
2025-08-14 13F Wells Fargo & Company/mn Put 2 020 000 32,89 144 895 40,83
2025-08-12 13F Coston, McIsaac & Partners 5 997 0,25 0
2025-08-28 NP VSMV - VictoryShares US Multi-Factor Minimum Volatility ETF 6 226 447
2025-07-30 13F Ethic Inc. 62 379 4,44 4 455 9,49
2025-08-14 13F Summit Trail Advisors, Llc 71 281 5 113
2025-07-11 13F IFM Investors Pty Ltd 115 687 4,83 8 298 11,08
2025-08-11 13F Cornerstone Planning Group LLC 91 40,00 7 50,00
2025-08-15 13F Equitable Holdings, Inc. 25 231 15,48 1 810 22,40
2025-06-26 NP DFVEX - U.s. Vector Equity Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 155 156 4,65 11 204 22,60
2025-08-13 13F Bollard Group LLC 10 592 5,50 1
2025-08-01 13F Liberty Wealth Management Llc 3 067 0,62 220 6,31
2025-08-11 13F PFG Private Wealth Management, LLC 2 935 4,49 211 10,53
2025-07-21 13F Hilltop National Bank 17 183 11,80 1 233 31,20
2025-08-13 13F Keystone Financial Group 10 603 1,37 766 7,75
2025-07-28 13F New York State Teachers Retirement System 676 878 0,60 49 6,67
2025-06-25 NP SPRAX - Pgim Qma Mid-cap Value Fund Class A 17 300 23,57 1 249 44,90
2025-08-14 13F Susquehanna International Group, Llp Put 1 969 400 37,50 141 265 45,71
2025-08-14 13F Susquehanna International Group, Llp 221 983 310,71 15 923 335,27
2025-07-31 13F/A Avion Wealth 156 36,84 0
2025-07-22 NP GLOV - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF 116 095 9,76 7 921 15,53
2025-06-24 NP MYSPX - MainStay MacKay S&P 500 Index Fund Investor Class 20 573 0,75 1 486 18,04
2025-07-09 13F Fiduciary Alliance LLC 4 960 0,47 356 6,29
2025-08-11 13F CBIZ Investment Advisory Services, LLC 56 124,00 4 300,00
2025-07-29 NP SDLAX - SIIT Dynamic Asset Allocation Fund - Class A 17 424 12,78 1 189 18,68
2025-08-13 13F Vinva Investment Management Ltd 59 306 278,78 4 236 305,65
2025-07-16 13F State of Alaska, Department of Revenue 117 733 12,12 8 14,29
2025-06-25 NP ILCV - iShares Morningstar Large-Cap Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 28 390 0,34 2 050 17,61
2025-08-06 13F True Wealth Design, LLC 164 20,59 12 22,22
2025-06-26 NP ACVF - American Conservative Values ETF 765 1,86 55 19,57
2025-08-14 13F Alethea Capital Management, Llc 4 665 335
2025-08-13 13F Continuum Advisory, LLC 8 427 431,00 604 464,49
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 1 898 0,58 136 7,09
2025-07-29 NP LCIAX - Siit Large Cap Index Fund - Class A 24 046 17,03 1 641 23,22
2025-07-16 13F Twelve Points Wealth Management LLC 16 808 0,29 1 206 6,26
2025-08-13 13F Bare Financial Services, Inc 8 1
2025-07-31 13F Linden Thomas Advisory Services, LLC 56 190 21,98 4 031 29,25
2025-08-14 13F Toroso Investments, LLC 244 318 393,87 17 525 423,42
2025-07-23 13F RMG Wealth Management LLC 3 0
2025-08-27 NP BBISX - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class 8 836 4,44 634 10,66
2025-07-28 NP Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF 659 57,66 45 62,96
2025-08-04 13F Pensionmark Financial Group, Llc 7 286 13,21 523 20,00
2025-07-25 NP SNPE - Xtrackers S&P 500 ESG ETF 33 693 6,44 2 299 12,04
Other Listings
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IT:1KR 59,44 €
US:KR 68,00 $US
DE:KOG 57,71 €
GB:0JS2 68,11 $US
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