DE:J2A / Willdan Group, Inc. - Participation institutionnelle - Acheteurs

Willdan Group, Inc.
DE ˙ DB ˙ US96924N1000
87,50 € ↓ -0,50 (-0,57%)
2025-09-05
PRIX DE L'ACTION
Participation institutionnelle et des fonds - Acheteurs

Les principaux détenteurs qui ont ouvert de nouvelles positions dans Willdan Group, Inc. comprennent Wasatch Advisors Inc, Portolan Capital Management, LLC, WMICX - Wasatch Micro Cap Fund Investor Class shares, Kingstone Capital Partners Texas, LLC, CALF - Pacer US Small Cap Cash Cows 100 ETF, WAMVX - Wasatch Micro Cap Value Fund Investor Class shares, RTSSX - Tax-Managed U.S. Mid & Small Cap Fund Class S, HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio, NOSGX - Northern Small Cap Value Fund, Brevan Howard Capital Management LP, CI Private Wealth, LLC, Counterpoint Mutual Funds LLC, FZROX - Fidelity ZERO Total Market Index Fund, Inspire Advisors, LLC, VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio, Private Advisor Group, LLC, WealthTrust Axiom LLC, Welch Group, LLC, Voya Investment Management Llc, et XTX Topco Ltd .

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
(%)
2025-08-11 13F Private Advisor Group, LLC 4 754 297
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 34 614 3,01 1 357 14,24
2025-08-20 NP WAMVX - Wasatch Micro Cap Value Fund Investor Class shares This fund is a listed as child fund of Wasatch Advisors 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 76 029 4 753
2025-06-26 NP Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio 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 2 762 13,90 108 27,06
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P 321 20
2025-08-13 13F Kennedy Capital Management, Inc. 57 081 7,78 3 568 65,49
2025-07-14 13F Counterpoint Mutual Funds LLC 6 706 419
2025-08-27 NP VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 210 645 1,46 13 167 55,75
2025-08-11 13F Principal Securities, Inc. 239 15
2025-08-13 13F WealthTrust Axiom LLC 4 695 293
2025-06-18 NP NWHDX - Nationwide Bailard Cognitive Value Fund Class A 8 000 19,40 314 -0,95
2025-08-18 13F Geneos Wealth Management Inc. 15 1
2025-08-13 13F EverSource Wealth Advisors, LLC 288 1 594,12 18
2025-08-26 NP Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF 312 20
2025-08-08 13F Geode Capital Management, Llc 336 752 10,34 21 054 69,38
2025-08-19 13F Newbridge Financial Services Group, Inc. 8 33,33 0
2025-08-14 13F State Street Corp 276 965 10,89 17 313 70,24
2025-08-14 13F Qube Research & Technologies Ltd 153 703 0,49 9 608 54,25
2025-08-27 NP TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund Short -16 796 -1 050
2025-08-14 13F Ieq Capital, Llc 3 386 212
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 1 958 122
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 49 6,52 3 200,00
2025-08-14 13F Two Sigma Advisers, Lp 23 100 19,07 1 444 82,89
2025-06-24 NP SWSSX - Schwab Small-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 32 060 4,75 1 257 16,19
2025-08-11 13F Vanguard Group Inc 845 913 9,26 52 878 67,73
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 18 742 8,91 1 013 80,25
2025-08-13 13F OMERS ADMINISTRATION Corp 14 400 27,43 900 95,65
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 1 419 15,55 89 76,00
2025-07-29 NP VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 64 140 9,06 3 467 80,24
2025-06-18 NP RTSSX - Tax-Managed U.S. Mid & Small Cap Fund Class S 32 255 1 264
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 3 343 22,68 131 36,46
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 112 922 830,01 6 103 1 437,28
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 2 072 11,82 130 72,00
2025-08-27 NP VTSMX - Vanguard Total Stock Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 428 816 1,48 26 805 55,79
2025-08-14 13F Millennium Management Llc 216 271 737,55 13 519 1 186,30
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 5 018 9,80 314 68,28
2025-07-24 13F Us Bancorp \de\ 77 862,50 5
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 4 33,33 0
2025-08-13 13F Centiva Capital, LP 7 647 17,14 478 80,38
2025-08-15 13F CI Private Wealth, LLC 7 232 452
2025-08-12 13F BlackRock, Inc. 1 170 723 2,85 73 182 57,88
2025-08-14 13F Voya Investment Management Llc 3 933 246
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 4 434 2,43 277 57,39
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 16 169 10,61 1 011 69,75
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-14 13F Brevan Howard Capital Management LP 9 537 596
2025-06-30 NP SAWS - AAM SAWGRASS U.S. SMALL CAP QUALITY GROWTH ETF 115 5
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Proequities, Inc. 0 0
2025-08-26 NP PSGIX - Blackrock Advantage Small Cap Growth Fund Institutional This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 841 53
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 7 615 1,13 476 55,56
2025-05-29 NP SFLO - VictoryShares Small Cap Free Cash Flow ETF 5 427 141,20 221 139,13
2025-06-26 NP FSSNX - Fidelity Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 129 525 2,76 5 077 13,99
2025-07-28 NP AVSC - Avantis U.S. Small Cap 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 27 087 8,21 1 464 78,97
2025-07-24 NP FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 71 887 0,24 3 885 65,67
2025-06-26 NP ISCG - iShares Morningstar Small-Cap Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 205 3,76 86 14,67
2025-08-14 13F Price T Rowe Associates Inc /md/ 11 737 7,86 1
2025-08-14 13F/A Barclays Plc 32 665 72,54 2
2025-08-28 NP SEIS - SEI Select Small Cap ETF 12 975 91,06 811 193,84
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 1 005 19,64 39 34,48
2025-08-15 13F Tower Research Capital LLC (TRC) 1 763 238,39 110 423,81
2025-06-26 NP DFSTX - U.s. Small Cap 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 35 185 16,76 1 379 29,48
2025-08-14 13F Bnp Paribas Arbitrage, Sa 47 479 281,82 2 968 486,36
2025-07-18 13F USA Financial Portformulas Corp 1 032 65
2025-08-28 NP ITOT - iShares Core S&P Total U.S. Stock Market ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 16 542 3,19 1 034 58,59
2025-07-11 13F Kingstone Capital Partners Texas, LLC 108 900 4
2025-08-15 13F Morgan Stanley 193 568 121,22 12 100 239,57
2025-08-14 13F Sei Investments Co 35 668 24,20 2 230 90,68
2025-07-28 NP VCSLX - Small Cap Index Fund 5 420 11,29 293 83,65
2025-08-21 NP MXMTX - Great-West Small Cap Growth Fund Investor Class 12 048 20,41 753 85,01
2025-08-28 NP IWO - iShares Russell 2000 Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 82 832 5 178
2025-08-11 13F Inspire Advisors, LLC 5 465 342
2025-08-28 NP IWC - iShares Micro-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 31 200 9,68 1 950 68,39
2025-08-13 13F Quantbot Technologies LP 23 692 1 481
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 657 37,16 36 133,33
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 10 562 33,90 571 121,79
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 2 677 11,03 167 70,41
2025-08-12 13F EAM Investors, LLC 61 614 3 851
2025-06-26 NP FLXSX - Fidelity Flex Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2 433 16,13 95 28,38
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 462 9,22 29 64,71
2025-08-14 13F Susquehanna International Group, Llp 27 651 56,57 1 728 140,33
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 7 020 216,22 439 386,67
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 3 842 9,77 240 69,01
2025-08-12 13F Jpmorgan Chase & Co 87 234 10,94 5 453 70,32
2025-08-08 13F Principal Financial Group Inc 9 354 9,71 585 68,30
2025-08-13 13F Northern Trust Corp 146 680 16,69 9 169 79,13
2025-08-27 NP VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth 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 5 138 321
2025-06-24 NP ESCKX - 1290 Essex Small Cap Growth Fund Class R 30 206 1,08 1 184 12,12
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 1 534 96
2025-08-14 13F Two Sigma Investments, Lp 98 468 67,68 6 155 157,42
2025-07-25 NP ISGDX - Columbia Integrated Small Cap Growth Fund Class A 1 236 67
2025-08-14 13F Group One Trading, L.p. Put 100 6
2025-08-14 13F Group One Trading, L.p. Call 300 200,00 19 350,00
2025-08-14 13F Wimmer Associates 1, Llc 3 250 203
2025-07-28 NP DWAS - Invesco DWA SmallCap 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 57 609 3 114
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 2 128 6,77 133 64,20
2025-08-28 NP IWM - iShares Russell 2000 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 345 100 0,97 21 572 55,00
2025-07-25 13F Allspring Global Investments Holdings, LLC 211 053 33,24 14 055 117,33
2025-08-12 13F Nuveen, LLC 279 644 10,42 17 481 69,51
2025-08-14 13F Ubs Asset Management Americas Inc 10 979 686
2025-08-14 13F Citadel Advisors Llc 108 371 221,12 6 774 393,01
2025-08-25 NP GRID - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 61 604 9,03 3 851 67,39
2025-08-12 13F Charles Schwab Investment Management Inc 40 913 9,82 2 557 68,56
2025-06-25 NP ISCB - iShares Morningstar Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 584 3,73 23 15,79
2025-08-14 13F Fmr Llc 12 860 0,25 804 53,83
2025-08-14 13F Bank Of America Corp /de/ 54 421 81,29 3 402 178,31
2025-07-25 13F Cwm, Llc 2 042 82,65 0
2025-07-14 13F GAMMA Investing LLC 128 141,51 8 300,00
2025-08-07 13F Campbell & CO Investment Adviser LLC 23 991 1 500
2025-08-13 13F Portolan Capital Management, LLC 168 546 10 536
2025-06-26 NP DFSVX - U.s. Small Cap Value 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 21 020 171,37 824 201,47
2025-08-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 8 377 9,13 524 67,63
2025-06-27 NP RSSL - Global X Russell 2000 ETF 7 753 7,29 304 18,82
2025-08-14 13F Point72 Asia (Singapore) Pte. Ltd. 134 8
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 28 692 5,98 1 794 62,70
2025-08-12 13F Rhumbline Advisers 20 920 7,80 1 308 65,44
2025-07-30 NP ACES - ALPS Clean Energy ETF 22 740 25,77 1 229 107,95
2025-07-11 13F Diversified Trust Co 3 799 237
2025-08-08 13F Hartland & Co., LLC 2 0
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 1 447 2,41 57 14,29
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 1 001 9,16 39 21,88
2025-07-28 NP HDG - ProShares Hedge Replication ETF 17 13,33 1
2025-06-26 NP FZIPX - Fidelity ZERO Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3 986 156
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 67 881 21,15 2 661 34,34
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 1 632 19,47 88 100,00
2025-08-07 13F Allworth Financial LP 10 900,00 1
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 11 402 713
2025-08-28 NP DTSGX - Small Company Growth Portfolio Investment Class 1 849 4,40 116 59,72
2025-08-12 13F American Century Companies Inc 30 740 7,80 1 922 65,46
2025-08-13 13F Arrowstreet Capital, Limited Partnership 180 015 9,16 11 253 67,57
2025-08-14 13F Engineers Gate Manager LP 6 925 3,31 433 58,82
2025-08-26 NP TRSYX - T. Rowe Price Small-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 303 23,62 81 92,86
2025-08-11 13F Alps Advisors Inc 23 263 9,42 1 454 68,09
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 161 59,41 6 100,00
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 24 080 10,86 1 505 70,25
2025-08-14 13F Tudor Investment Corp Et Al 87 012 32,02 5 439 102,72
2025-08-14 13F Raymond James Financial Inc 1 280 80
2025-08-26 NP GAFCX - Virtus AlphaSimplex Global Alternatives Fund Class C 1 994 194,97 125 359,26
2025-08-13 13F Russell Investments Group, Ltd. 53 525 27,37 3 345 95,50
2025-08-20 NP WMICX - Wasatch Micro Cap Fund Investor Class shares This fund is a listed as child fund of Wasatch Advisors 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 156 374 9 775
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 2 624 12,81 164 74,47
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 712 45
2025-06-03 NP PRCGX - Perritt MicroCap Opportunities Fund Investor Class 11 000 10,00 431 22,10
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 352 52,38 22 144,44
2025-07-17 13F Janney Montgomery Scott LLC 15 665 9,50 1
2025-08-11 13F Covestor Ltd 886 191,45 0
2025-08-22 NP FECGX - Fidelity Small Cap Growth Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6 406 400
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 255 11,84 16 66,67
2025-08-13 13F Hsbc Holdings Plc 13 688 4,59 858 60,79
2025-08-14 13F Wasatch Advisors Inc 322 957 20 188
2025-08-04 13F AdvisorShares Investments LLC 475 30
2025-08-01 13F Envestnet Asset Management Inc 28 419 18,40 1 776 81,78
2025-08-14 13F Occudo Quantitative Strategies Lp 8 772 70,43 548 160,95
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 2 460 8,13 96 20,00
2025-08-13 13F State Board Of Administration Of Florida Retirement System 3 503 219
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 67 334 45,14 4 209 122,82
2025-08-11 13F Citigroup Inc 20 602 0,06 1 288 53,58
2025-06-30 NP CALF - Pacer US Small Cap Cash Cows 100 ETF 99 126 3 886
2025-08-22 NP FESM - Fidelity Enhanced Small Cap ETF 8 938 4,93 559 61,27
2025-07-25 13F Welch Group, LLC 4 000 250
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 2 0
2025-08-14 13F Mml Investors Services, Llc 7 827 44,89 0
2025-08-06 13F Cornerstone Investment Partners, LLC 4 971 0,04 311 53,47
2025-08-13 13F Federated Hermes, Inc. 156 10
2025-08-12 13F XTX Topco Ltd 3 844 240
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 10 700 15,05 669 76,72
2025-07-31 13F Nisa Investment Advisors, Llc 192 308,51 12 1 100,00
2025-08-14 13F Jane Street Group, Llc Call 3 600 225
2025-08-14 13F Jane Street Group, Llc 41 742 64,98 2 609 153,30
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 3 091 4,39 121 16,35
2025-08-08 13F Intech Investment Management Llc 11 370 51,20 711 132,03
2025-07-24 13F IFP Advisors, Inc 38 3
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 711 14,91 107 76,67
2025-08-26 NP FDM - First Trust Dow Jones Select MicroCap Index Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 43 524 6,80 2 721 63,95
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 71 9,23 4 100,00
2025-08-27 NP TLEQX - Small-Cap Equity Fund 860 54
2025-08-12 13F Global Retirement Partners, LLC 593 37
2025-08-14 13F Divisadero Street Capital Management, LP 278 955 62,26 17 437 149,10
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 2 924 10,63 183 70,09
2025-07-25 13F Concurrent Investment Advisors, LLC 7 091 4,53 443 60,51
2025-08-28 NP Humankind Benefit Corp - Humankind US Stock ETF 121 8
2025-08-26 NP Profunds - Profund Vp Small-cap 32 10,34 2 100,00
2025-08-12 13F Ameritas Investment Partners, Inc. 1 419 15,55 89 76,00
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 24 749 3,11 1 338 70,54
2025-08-13 13F Mackenzie Financial Corp 9 668 12,37 604 72,57
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 6 424 8,96 402 67,08
2025-08-13 13F MetLife Investment Management, LLC 8 224 7,22 514 64,74
2025-08-14 13F Point72 (DIFC) Ltd 710 44
2025-08-14 13F Hrt Financial Lp 32 729 229,96 2
2025-08-18 13F/A National Bank Of Canada /fi/ 2 0
2025-08-12 13F Legal & General Group Plc 15 458 495,23 966 820,00
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 33 10,00 2 100,00
2025-08-13 13F First Trust Advisors Lp 156 328 5,08 9 772 61,33
2025-04-28 NP BFOR - Barron's 400 ETF 9 310 1,20 304 -24,38
2025-08-08 13F SBI Securities Co., Ltd. 13 62,50 1
2025-08-14 13F Quarry LP 218 14
2025-06-30 NP PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 17 864 7,18 700 18,85
2025-03-21 NP HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio 15 970 564
2025-07-29 NP WPGHX - WPG Partners Select Hedged Fund Institutional 0 -100,00 0 -100,00
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 281 18
2025-08-13 13F Panagora Asset Management Inc 57 408 10,04 3 589 68,93
2025-08-11 13F Rice Hall James & Associates, Llc 119 398 5,44 7 464 61,89
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 3 587 24,33 224 91,45
2025-08-26 NP NOSGX - Northern Small Cap Value Fund 15 023 939
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 6 447 2,09 403 56,81
2025-08-14 13F Lazard Asset Management Llc 96 210 6,58 6 100,00
2025-06-26 NP ISCV - iShares Morningstar Small-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 808 3,86 32 14,81
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 20 11,11 1
2025-06-26 NP BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 714 17,24 67 31,37
2025-08-04 13F Strs Ohio 8 800 7,32 550 65,17
2025-07-29 NP VFMFX - Vanguard U.S. Multifactor 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 3 052 165
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 1 009 10,03 63 70,27
2025-08-28 NP SPWIX - Simt Small Cap Growth Fund Class I 15 769 152,55 986 287,80
2025-08-14 13F Manufacturers Life Insurance Company, The 5 016 314
2025-08-13 13F Jump Financial, LLC 29 500 74,93 1 844 168,80
2025-06-26 NP DFFVX - U.S. Targeted Value 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 100 406 61,62 3 936 79,27
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 55 7,84 2 100,00
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 9 0
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 6 007 235
2025-08-05 13F Bank of New York Mellon Corp 63 881 54,27 3 993 136,83
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 3 255 16,92 203 79,65
Other Listings
US:WLDN 98,86 $US
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