EXPI / eXp World Holdings, Inc. - Participation institutionnelle - Acheteurs

eXp World Holdings, Inc.
US ˙ NasdaqGM ˙ US30212W1009

Participation institutionnelle et des fonds - Acheteurs

Les principaux détenteurs qui ont ouvert de nouvelles positions dans eXp World Holdings, Inc. comprennent VYM - Vanguard High Dividend Yield Index Fund ETF Shares, DRW Securities, LLC, Caxton Associates Llp, Oxford Asset Management Llp, Brevan Howard Capital Management LP, WSML - iShares MSCI World Small-Cap ETF, SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF, Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF, Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF, BNP Paribas Asset Management Holding S.A., Stone House Investment Management, LLC, ETTOX - E*TRADE No Fee Total Market Index Fund, Atlantic Trust, LLC, et New Age Alpha Funds Trust - NAA Risk Managed Real Estate Fund Institutional Class .

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
(%)
2025-08-14 13F Quarry LP 481 4
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 86 277 10,36 735 -6,96
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 132 294 7,27 1 204 -0,25
2025-05-05 13F Lindbrook Capital, Llc 172 102,35 2
2025-06-26 NP CRSSX - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 40 100 5,81 367 -14,85
2025-08-26 NP IPSIX - Voya Index Plus SmallCap Portfolio Class I 50 180 38,51 457 28,81
2025-08-13 13F Victory Capital Management Inc 15 695 1,51 143 -5,96
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 38 611 4,94 354 -15,55
2025-08-14 13F Jane Street Group, Llc 174 646 5,69 1 589 -1,67
2025-08-14 13F Jane Street Group, Llc Put 47 400 431
2025-07-28 NP HDG - ProShares Hedge Replication ETF 108 12,50 1
2025-08-14 13F Jane Street Group, Llc Call 21 500 26,47 196 17,47
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 30 483 5,84 277 -1,42
2025-08-22 NP FESM - Fidelity Enhanced Small Cap ETF 407 161 4,94 3 705 -2,35
2025-08-13 13F EverSource Wealth Advisors, LLC 15 948 14,78 145 7,41
2025-08-14 13F Tudor Investment Corp Et Al 339 600 15,28 3 090 7,29
2025-08-13 13F MetLife Investment Management, LLC 47 215 11,44 430 3,62
2025-06-30 NP SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF 2 400 22
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 840 047 3,47 7 695 -16,72
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 4 504 8,95 41 0,00
2025-08-14 13F Susquehanna International Group, Llp Call 116 100 30,30 1 057 21,24
2025-08-04 13F Hantz Financial Services, Inc. 273 2 381,82 0
2025-08-14 13F Headlands Technologies LLC 1 662 15
2025-08-08 13F Cetera Investment Advisers 40 685 59,70 370 48,59
2025-08-05 13F NewSquare Capital LLC 76 1
2025-08-14 13F Engineers Gate Manager LP 191 088 136,86 1 739 120,28
2025-08-27 13F/A Squarepoint Ops LLC 462 123 11,97 4 205 4,19
2025-08-27 NP VTMSX - Vanguard Tax-Managed Small-Cap 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 565 844 22,92 5 149 14,37
2025-08-14 13F Susquehanna International Group, Llp Put 22 700 207
2025-06-26 NP TSMOX - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 141 074 5,03 1 292 -15,45
2025-08-14 13F DRW Securities, LLC 29 886 266
2025-08-14 13F Citadel Advisors Llc 224 273 147,85 2 041 130,77
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 73 035 246,37 669 179,92
2025-08-15 13F Morgan Stanley 1 905 629 10,68 17 341 2,99
2025-08-12 13F Franklin Resources Inc 14 204 129
2025-08-05 13F Sigma Planning Corp 24 238 0,58 221 -6,38
2025-08-14 13F Ubs Asset Management Americas Inc 275 639 36,04 2 508 26,60
2025-08-14 13F UBS Group AG 1 336 817 12,44 12 165 4,63
2025-07-29 13F Nordea Investment Management Ab 461 937 1,02 4 273 -4,37
2025-08-13 13F Edgestream Partners, L.P. 12 524 114
2025-08-14 13F Fmr Llc 457 079 4,13 4 159 -3,10
2025-08-18 13F/A National Bank Of Canada /fi/ 3 359 31,47 31 25,00
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 52 991 4,09 482 -3,02
2025-08-27 NP FAEQX - PFM Multi-Manager Domestic Equity Fund Institutional Class 21 096 101,88 192 87,25
2025-08-11 13F Pineridge Advisors LLC 1 093 0,55 10 -10,00
2025-08-07 13F Allworth Financial LP 2 132 1 311,92 19 1 800,00
2025-07-17 13F CWA Asset Management Group, LLC 92 829 85,48 845 72,60
2025-08-12 13F Entropy Technologies, LP 18 879 44,96 172 34,65
2025-08-12 13F Rhumbline Advisers 252 808 4,90 2 301 -2,42
2025-06-27 NP RSSL - Global X Russell 2000 ETF 49 784 6,63 456 -14,12
2025-08-12 13F CIBC Private Wealth Group, LLC 24 0
2025-08-11 13F TD Waterhouse Canada Inc. 350 133,33 3 200,00
2025-07-25 NP FNDA - Schwab Fundamental U.S. Small Company Index ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 704 453 28,78 6 002 8,52
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 134 974 2,53 1 228 -4,58
2025-06-26 NP DFQTX - U.s. Core Equity 2 Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 29 327 143,10 269 68,55
2025-06-26 NP USMIX - Extended Market Index Fund 9 848 2,35 90 -17,43
2025-08-26 NP Simplify Exchange Traded Funds - Simplify Piper Sandler Small Cap ETF 1 980 18
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 37 0
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 16 010 18,69 147 -4,58
2025-05-29 NP ASQIX - Small Company 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 42 506 35,90 416 15,28
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 3 055 7,91 28 0,00
2025-08-28 NP CPAEX - Counterpoint Tactical Equity Fund Class A Shares 38 268 387,80 348 174,02
2025-07-28 NP VCSLX - Small Cap Index Fund 39 479 26,14 336 6,33
2025-07-28 13F New York State Teachers Retirement System 57 732 0,17 1
2025-07-16 13F State of Alaska, Department of Revenue 51 116 9,23 0
2025-08-29 NP PMJIX - PIMCO RAE US Small Fund Institutional Class 268 580 52,10 2 444 41,52
2025-07-15 13F Public Employees Retirement System Of Ohio 4 191 32,67 38 26,67
2025-08-08 13F Principal Financial Group Inc 425 582 0,97 3 873 -6,07
2025-08-14 13F Vident Advisory, LLC 62 869 64,27 572 52,94
2025-08-28 NP SPTM - SPDR(R) Portfolio Total Stock Market ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 14 025 2,41 128 -4,51
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 5 826 5,30 53 -1,85
2025-07-29 13F Private Wealth Management Group, LLC 483 4
2025-06-24 NP SFSNX - Schwab Fundamental US Small Company Index Fund Institutional Shares This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 144 960 40,88 1 328 13,42
2025-07-09 13F Massmutual Trust Co Fsb/adv 41 0
2025-08-14 13F Group One Trading, L.p. Put 9 100 1 200,00 83 1 266,67
2025-08-12 13F Prudential Financial Inc 89 345 5,00 1 168 3,27
2025-07-24 13F IFP Advisors, Inc 346 148,92 9 700,00
2025-07-31 13F Quest Partners LLC 51 420 199,51 468 179,64
2025-08-14 13F Group One Trading, L.p. Call 13 400 32,67 122 23,47
2025-08-18 13F Wolverine Trading, Llc Call 12 400 2,48 115 -5,00
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 205 193 3,03 1 880 -17,08
2025-04-24 NP OASC - OneAscent Small Cap Core ETF 3 499 12,00 35 -18,60
2025-08-05 13F Plato Investment Management Ltd 71 7,58 1
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 14 040 279,56 129 204,76
2025-08-26 NP Profunds - Profund Vp Small-cap Value 1 877 1,96 17 -5,56
2025-08-14 13F Jacobs Levy Equity Management, Inc 927 627 150,81 8 441 133,37
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 327 4,14 3 -33,33
2025-06-30 NP VRTPX - Vanguard Real Estate II Index Fund 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 496 311 0,41 4 546 -19,17
2025-08-06 13F Golden State Wealth Management, LLC 632 0,32 6 -16,67
2025-08-05 13F Bank of New York Mellon Corp 628 902 0,32 5 723 -6,65
2025-08-12 13F Nuveen, LLC 856 037 51,58 7 790 41,03
2025-06-26 NP SMLF - iShares Edge MSCI Multifactor USA Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 131 122 11,90 1 201 -9,90
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 158 371 3,76 1 349 -12,57
2025-08-14 13F Royal Bank Of Canada 300 317 41,26 2 733 31,46
2025-08-14 13F Bank Of America Corp /de/ 3 289 449 73,32 29 934 61,27
2025-07-23 13F Louisiana State Employees Retirement System 40 100 0,75 365 -6,43
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 1 326 603 1,28 12 072 -5,76
2025-08-14 13F Two Sigma Advisers, Lp 137 000 18,41 1 247 10,17
2025-07-25 NP SFREX - Schwab Fundamental Global Real Estate 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 9 254 41,46 79 18,18
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 48 567 0,10 414 -15,71
2025-08-27 NP RYHRX - Real Estate Fund Class H 612 1,16 6 0,00
2025-08-29 NP DIAMX - Diamond Hill Long-Short Fund Class A Short -813 826 -27,21 -7 406 -32,28
2025-08-15 13F Tower Research Capital LLC (TRC) 11 108 386,98 101 359,09
2025-06-30 NP VYM - Vanguard High Dividend Yield Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 307 904 2 820
2025-08-14 13F/A Barclays Plc 162 042 33,12 1 0,00
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 22 467 3,84 206 -16,67
2025-08-28 NP New Age Alpha Funds Trust - NAA Risk Managed Real Estate Fund Institutional Class Short -14 743 -134
2025-07-25 NP FNDB - Schwab Fundamental U.S. Broad Market Index ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5 299 47,15 45 25,00
2025-08-14 13F PDT Partners, LLC 296 726 24,63 2 700 15,98
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 50 778 31,87 465 6,16
2025-08-13 13F Renaissance Technologies Llc 2 436 016 10,50 22 168 2,82
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 61 900 2,82 563 -4,25
2025-08-08 13F Intech Investment Management Llc 214 277 81,35 1 950 68,74
2025-06-25 NP FREL - Fidelity MSCI Real Estate 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 68 886 17,39 631 -5,55
2025-07-18 13F Precision Wealth Strategies, LLC 13 805 0,21 126 -6,72
2025-06-18 NP REBYX - U.S. Small Cap Equity Fund Class Y 12 786 108,89 117 44,44
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 153 645 266,24 1 407 194,97
2025-08-13 13F Arizona State Retirement System 22 181 0,82 202 -6,51
2025-08-14 13F Two Sigma Investments, Lp 218 277 51,40 1 986 40,95
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 14 670 17,26 133 9,02
2025-08-14 13F Brevan Howard Capital Management LP 13 551 123
2025-07-24 13F Us Bancorp \de\ 21 096 87,62 192 75,23
2025-08-28 NP SPGM - SPDR(R) Portfolio MSCI Global Stock Market ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4 279 3,03 39 -5,00
2025-06-18 NP NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 3 001 98,87 27 58,82
2025-08-05 13F Corton Capital Inc. 12 230 111
2025-08-14 13F State Street Corp 3 063 994 0,60 27 882 -6,40
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 28 580 11,54 262 -10,31
2025-06-26 NP FESIX - Fidelity SAI Real Estate 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 9 668 62,90 89 31,34
2025-08-05 13F Simplex Trading, Llc 12 503 0
2025-08-14 13F D. E. Shaw & Co., Inc. 329 473 269,60 2 998 244,20
2025-07-28 13F Allianz Asset Management GmbH 369 177 39,30 3 360 29,64
2025-07-14 13F Counterpoint Mutual Funds LLC 38 268 348
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 660 6
2025-08-05 13F Simplex Trading, Llc Put 11 200 31,76 0
2025-08-14 13F Oxford Asset Management Llp 17 541 160
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 2 159 40,93 20 35,71
2025-07-28 NP RWJ - Invesco S&P SmallCap 600 Revenue ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 525 225 7,88 4 475 -9,10
2025-07-21 13F Qrg Capital Management, Inc. 16 267 9,59 148 2,07
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 2 468 938 3,31 22 467 -3,87
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 9 314 2,59 85 -17,48
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 412 708 9,76 3 516 -7,50
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 256 681 1 081,88 2 351 851,82
2025-08-19 NP RIFBX - U.S. Small Cap Equity Fund 7 042 84,15 64 72,97
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 7 842 12,64 71 4,41
2025-07-08 13F Parallel Advisors, LLC 162 376,47 1
2025-06-26 NP DFSCX - U.s. Micro 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 201 525 19 446,56 1 846 4 190,70
2025-08-25 NP QWVOX - Clearwater Small Companies Fund 5 200 33,33 47 -21,67
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 5 733 49
2025-08-13 13F Beacon Pointe Advisors, LLC 59 872 2,39 545 -4,73
2025-08-26 13F/A Thrivent Financial For Lutherans 63 158 1,82 1
2025-08-05 13F Huntington National Bank 56 273,33 1
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 641 0
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 63 158 1,82 575 -5,28
2025-08-28 NP Humankind Benefit Corp - Humankind US Stock ETF 1 473 9,03 13 0,00
2025-08-14 13F Price T Rowe Associates Inc /md/ 92 071 5,16 1
2025-08-14 13F Verition Fund Management LLC 230 462 30,81 2 097 21,71
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 22 052 9,11 201 1,52
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-13 13F Quantbot Technologies LP 187 546 18,34 1 707 10,14
2025-08-14 13F State Of Wisconsin Investment Board 41 341 376
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 100 551 62,44 857 36,96
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 121 704 9,64 1 037 -7,66
2025-08-25 NP DSMC - Distillate Small/Mid Cash Flow ETF 55 100 51,85 501 20,14
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 28 447 13,60 259 5,74
2025-08-05 13F Scarborough Advisors, LLC 2 000 18
2025-08-11 13F Rothschild Investment Llc 245 226,67 2
2025-08-07 13F ProShare Advisors LLC 40 108 34,73 365 25,09
2025-08-28 NP QCSTRX - Stock Account Class R1 281 470 93,09 2 561 79,72
2025-08-08 13F Citizens Financial Group Inc/ri 74 350 0,43 677 -6,63
2025-08-27 NP TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund Short -41 221 -24,23 -375 -29,51
2025-08-12 13F LPL Financial LLC 34 658 11,67 315 3,96
2025-08-11 13F Citigroup Inc 344 077 178,30 3 131 158,97
2025-08-13 13F Walleye Capital LLC Put 800 7
2025-08-05 13F Bank Of Montreal /can/ 12 713 1,65 116 -5,74
2025-05-15 13F Texas Permanent School Fund 85 642 784
2025-08-06 13F Commonwealth Equity Services, Llc 46 718 3,20 0
2025-08-06 13F Stone House Investment Management, LLC 114 1
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 12 725 0,05 116 -7,26
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 3 891 24,83 33 6,45
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 1 885 12,94 17 6,25
2025-08-14 13F Bnp Paribas Arbitrage, Sa 290 809 144,01 2 646 127,12
2025-08-12 13F Public Sector Pension Investment Board 292 832 9,32 2 665 1,72
2025-08-12 13F Jpmorgan Chase & Co 710 001 56,42 6 461 45,55
2025-08-13 13F Invesco Ltd. 1 178 065 55,76 10 720 44,94
2025-06-27 NP PCSGX - PACE Small/Medium Co Growth Equity Investments Class P 31 320 89,35 287 52,13
2025-04-25 NP SRGAX - Stringer Growth Fund Class A Shares 1 714 24,84 17 -10,53
2025-08-14 13F Lazard Asset Management Llc 4 859 0
2025-08-12 13F Dimensional Fund Advisors Lp 1 253 613 41,88 11 409 32,02
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 2 974 9,10 27 3,85
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 6 579 134,13 60 93,55
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 12 598 22,54 115 -0,86
2025-08-04 13F Amalgamated Bank 24 335 1,24 0
2025-08-08 13F Atlantic Trust, LLC 24 0
2025-07-25 13F Cwm, Llc 1 169 225,63 0
2025-08-12 13F Charles Schwab Investment Management Inc 1 871 001 14,10 17 026 6,17
2025-08-13 13F Northwestern Mutual Wealth Management Co 306 50,00 3 100,00
2025-08-14 13F Voya Investment Management Llc 73 151 24,18 666 15,45
2025-08-12 13F Clear Street Markets Llc 7 446 272,30 68 252,63
2025-07-23 13F Prasad Wealth Partners, LLC 43 951 26,87 400 18,05
2025-07-21 13F Ameritas Advisory Services, LLC 1 510 14
2025-08-14 13F Goldman Sachs Group Inc 833 549 33,94 7 585 24,63
2025-08-15 13F Caxton Associates Llp 28 900 263
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 27 008 2 625,33 247 2 145,45
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 14 893 3,08 136 -4,26
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 102 497 16,54 939 -6,20
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 16 716 3,59 152 -3,18
2025-08-11 13F Covestor Ltd 1 227 22,95 0
2025-08-14 13F Mariner, LLC 32 149 0,13 293 -6,71
2025-07-14 13F Baring Financial LLC 455 056 0,37 4 141 -6,59
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 2 643 6,32 24 0,00
2025-08-08 13F/A Sterling Capital Management LLC 191 130,12 2
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 3 940 3,88 36 -16,28
2025-08-12 13F Proequities, Inc. 0 0
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DE:44Y 9,34 €
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