2025-07-29 |
NP |
VFAIX - Vanguard Financials Index Fund Admiral Shares
|
|
|
|
47 737 |
4,87 |
3 512 |
5,88 |
|
2025-08-12 |
13F |
LPL Financial LLC
|
|
|
|
23 893 |
39,92 |
1 887 |
60,05 |
|
2025-08-14 |
13F |
Susquehanna International Group, Llp
|
|
|
|
68 736 |
11,43 |
5 429 |
27,42 |
|
2025-08-14 |
13F |
Susquehanna International Group, Llp
|
|
Call
|
|
23 700 |
71,74 |
1 872 |
96,33 |
|
2025-08-15 |
13F |
CI Private Wealth, LLC
|
|
|
|
41 544 |
65,62 |
3 281 |
89,43 |
|
2025-08-26 |
NP |
FTKI - First Trust Small Cap BuyWrite Income ETF
|
|
|
|
49 |
8,89 |
4 |
0,00 |
|
2025-07-29 |
NP |
LONAX - Longboard Alternative Growth Fund Class A
|
|
|
|
2 197 |
|
162 |
|
|
2025-06-25 |
NP |
ISCB - iShares Morningstar Small-Cap ETF
|
|
|
|
1 370 |
3,87 |
100 |
2,06 |
|
2025-07-23 |
NP |
CFSLX - Column Small Cap Fund
|
|
|
|
2 397 |
10,92 |
176 |
12,10 |
|
2025-08-08 |
13F |
Cetera Investment Advisers
|
|
|
|
4 617 |
|
365 |
|
|
2025-08-11 |
13F |
Rothschild Investment Llc
|
|
|
|
55 |
37,50 |
4 |
100,00 |
|
2025-08-12 |
13F |
Prudential Financial Inc
|
|
|
|
3 387 |
|
257 |
|
|
2025-08-26 |
NP |
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series
|
|
|
|
45 593 |
4,11 |
3 601 |
19,05 |
|
2025-08-28 |
NP |
IWO - iShares Russell 2000 Growth ETF
|
|
|
|
213 561 |
5,31 |
16 867 |
67,46 |
|
2025-07-10 |
13F |
Wealth Enhancement Advisory Services, Llc
|
|
|
|
7 915 |
3,60 |
657 |
24,67 |
|
2025-08-14 |
13F |
RMB Capital Management, LLC
|
|
|
|
262 990 |
2,44 |
20 823 |
17,11 |
|
2025-08-29 |
NP |
JADMX - Small Cap Opportunities Trust NAV
|
|
|
|
725 |
33,03 |
57 |
54,05 |
|
2025-08-15 |
13F |
Tower Research Capital LLC (TRC)
|
|
|
|
4 887 |
49,91 |
386 |
71,11 |
|
2025-08-06 |
NP |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class
|
|
|
|
16 772 |
0,91 |
1 325 |
15,43 |
|
2025-06-27 |
NP |
EBIT - Harbor AlphaEdge Small Cap Earners ETF
|
|
|
|
102 |
21,43 |
7 |
16,67 |
|
2025-07-14 |
13F |
AdvisorNet Financial, Inc
|
|
|
|
29 |
|
2 |
|
|
2025-08-14 |
13F |
Quantinno Capital Management LP
|
|
|
|
5 742 |
|
454 |
|
|
2025-06-26 |
NP |
ISCV - iShares Morningstar Small-Cap Value ETF
|
|
|
|
2 185 |
4,30 |
159 |
3,25 |
|
2025-08-29 |
NP |
JAFEX - Total Stock Market Index Trust NAV
|
|
|
|
529 |
11,60 |
42 |
28,13 |
|
2025-08-11 |
13F |
Principal Securities, Inc.
|
|
|
|
511 |
5,36 |
40 |
17,65 |
|
2025-08-26 |
NP |
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB
|
|
|
|
4 020 |
13,75 |
317 |
81,14 |
|
2025-08-29 |
NP |
JAFVX - Strategic Equity Allocation Trust Series NAV
|
|
|
|
3 932 |
7,02 |
311 |
22,53 |
|
2025-07-24 |
13F |
Us Bancorp \de\
|
|
|
|
2 086 |
1,21 |
165 |
15,49 |
|
2025-08-14 |
13F |
Raymond James Financial Inc
|
|
|
|
18 427 |
61,26 |
1 455 |
84,41 |
|
2025-07-16 |
13F |
Jentner Corp
|
|
|
|
16 551 |
0,45 |
1 307 |
14,95 |
|
2025-08-26 |
NP |
VVICX - Voya VACS Index Series SC Portfolio
|
|
|
|
1 878 |
7,31 |
148 |
23,33 |
|
2025-07-09 |
13F |
Harbor Capital Advisors, Inc.
|
|
|
|
102 |
21,43 |
0 |
|
|
2025-08-25 |
13F/A |
Neuberger Berman Group LLC
|
|
|
|
1 679 886 |
9,59 |
132 677 |
25,33 |
|
2025-06-24 |
NP |
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF
|
|
|
|
1 540 |
|
112 |
|
|
2025-06-25 |
NP |
FAD - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
3 637 |
11,63 |
265 |
10,00 |
|
2025-08-08 |
13F |
Police & Firemen's Retirement System of New Jersey
|
|
|
|
5 869 |
6,79 |
464 |
22,16 |
|
2025-08-28 |
NP |
SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
691 |
25,41 |
55 |
42,11 |
|
2025-07-24 |
13F |
Callan Family Office, LLC
|
|
|
|
4 495 |
|
355 |
|
|
2025-08-18 |
NP |
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I
|
|
|
|
7 092 |
4,25 |
560 |
19,40 |
|
2025-06-26 |
NP |
KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
118 |
4,42 |
9 |
0,00 |
|
2025-07-10 |
13F |
Contravisory Investment Management, Inc.
|
|
|
|
3 236 |
|
256 |
|
|
2025-05-22 |
NP |
FSGS - Small Cap US Equity Select ETF
|
|
|
|
4 264 |
333,77 |
294 |
390,00 |
|
2025-08-28 |
NP |
ITOT - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
34 758 |
2,26 |
2 745 |
16,96 |
|
2025-08-14 |
13F |
Engineers Gate Manager LP
|
|
|
|
3 067 |
|
242 |
|
|
2025-08-13 |
13F |
Guggenheim Capital Llc
|
|
|
|
18 309 |
23,99 |
1 446 |
41,90 |
|
2025-08-12 |
13F |
Proequities, Inc.
|
|
Put
|
|
0 |
|
0 |
|
|
2025-08-06 |
13F |
Rialto Wealth Management, LLC
|
|
|
|
1 |
|
0 |
|
|
2025-08-12 |
13F |
Proequities, Inc.
|
|
Call
|
|
0 |
|
0 |
|
|
2025-08-12 |
13F |
Proequities, Inc.
|
|
|
|
0 |
|
0 |
|
|
2025-07-29 |
NP |
SMXAX - SIIT Extended Market Index Fund - Class A
|
|
|
|
4 502 |
32,33 |
331 |
34,01 |
|
2025-08-20 |
NP |
ASMOX - AQR Small Cap Momentum Style Fund Class I
|
|
|
|
3 337 |
22,73 |
264 |
40,64 |
|
2025-06-27 |
NP |
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1
|
|
|
|
2 911 |
2,61 |
212 |
0,96 |
|
2025-08-14 |
13F |
Voya Investment Management Llc
|
|
|
|
7 283 |
2,10 |
575 |
16,87 |
|
2025-08-11 |
13F |
Citigroup Inc
|
|
|
|
38 035 |
34,62 |
3 004 |
53,97 |
|
2025-08-12 |
13F |
Global Retirement Partners, LLC
|
|
|
|
233 |
356,86 |
18 |
500,00 |
|
2025-07-25 |
13F |
Sippican Capital Advisors
|
|
|
|
17 989 |
0,03 |
1 421 |
14,42 |
|
2025-06-24 |
NP |
Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF
|
|
|
|
336 |
60,00 |
24 |
60,00 |
|
2025-07-24 |
NP |
FCFMX - Fidelity Series Total Market Index Fund
|
|
|
|
38 050 |
7,58 |
2 799 |
8,58 |
|
2025-08-14 |
13F |
Millennium Management Llc
|
|
|
|
75 103 |
760,48 |
5 932 |
885,22 |
|
2025-08-12 |
13F |
Rhumbline Advisers
|
|
|
|
42 046 |
7,75 |
3 321 |
23,24 |
|
2025-07-25 |
NP |
WSML - iShares MSCI World Small-Cap ETF
|
|
|
|
2 093 |
|
154 |
|
|
2025-07-31 |
13F |
Cambridge Investment Research Advisors, Inc.
|
|
|
|
5 807 |
36,22 |
0 |
|
|
2025-08-11 |
13F |
Alps Advisors Inc
|
|
|
|
5 264 |
1,23 |
416 |
15,60 |
|
2025-07-28 |
NP |
AVSBX - Avantis U.S. Small Cap Equity Fund G Class
|
|
|
|
3 835 |
15,76 |
282 |
17,01 |
|
2025-08-20 |
NP |
RUSC - U.S. Small Cap Equity Active ETF
|
|
|
|
623 |
|
49 |
|
|
2025-08-14 |
13F |
Stifel Financial Corp
|
|
|
|
91 561 |
42,93 |
7 231 |
63,49 |
|
2025-07-22 |
13F |
Firethorn Wealth Partners, Llc
|
|
|
|
14 698 |
0,44 |
1 161 |
14,85 |
|
2025-08-13 |
13F |
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
1 544 818 |
20,84 |
122 010 |
38,19 |
|
2025-08-26 |
NP |
TRSYX - T. Rowe Price Small-Cap Index Fund
|
|
|
|
2 466 |
14,17 |
195 |
30,20 |
|
2025-08-06 |
NP |
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class
|
|
|
|
19 432 |
3,74 |
1 535 |
18,64 |
|
2025-08-14 |
13F |
Sei Investments Co
|
|
|
|
2 615 |
|
207 |
|
|
2025-08-13 |
13F |
EverSource Wealth Advisors, LLC
|
|
|
|
111 |
11 000,00 |
9 |
|
|
2025-07-28 |
NP |
HDG - ProShares Hedge Replication ETF
|
|
|
|
34 |
13,33 |
3 |
0,00 |
|
2025-06-26 |
NP |
FZIPX - Fidelity ZERO Extended Market Index Fund
|
|
|
|
8 088 |
1,86 |
589 |
0,51 |
|
2025-08-27 |
NP |
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A
|
|
|
|
9 488 |
3,34 |
749 |
18,14 |
|
2025-08-26 |
NP |
Profunds - Profund Vp Small-cap
|
|
|
|
60 |
3,45 |
5 |
0,00 |
|
2025-08-27 |
NP |
RYMKX - Russell 2000 1.5x Strategy Fund Class H
|
|
|
|
37 |
2,78 |
3 |
0,00 |
|
2025-08-29 |
NP |
DES - WisdomTree U.S. SmallCap Dividend Fund N/A
|
|
|
|
40 390 |
16,99 |
3 190 |
33,81 |
|
2025-08-29 |
NP |
JAEWX - Small Cap Index Trust NAV
|
|
|
|
5 084 |
2,87 |
402 |
17,60 |
|
2025-08-06 |
13F |
BNP Paribas Asset Management Holding S.A.
|
|
|
|
223 |
|
0 |
|
|
2025-08-05 |
13F |
Huntington National Bank
|
|
|
|
1 084 |
1 405,56 |
86 |
2 025,00 |
|
2025-08-15 |
13F |
Kestra Advisory Services, LLC
|
|
|
|
11 874 |
5,41 |
938 |
20,59 |
|
2025-08-11 |
13F |
Vanguard Group Inc
|
|
|
|
1 928 762 |
2,16 |
152 334 |
16,83 |
|
2025-08-19 |
NP |
GARTX - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
1 446 |
30,74 |
114 |
50,00 |
|
2025-08-13 |
13F |
Marshall Wace, Llp
|
|
|
|
26 145 |
|
2 065 |
|
|
2025-07-30 |
13F |
FNY Investment Advisers, LLC
|
|
|
|
100 |
|
0 |
|
|
2025-06-26 |
NP |
ISCG - iShares Morningstar Small-Cap Growth ETF
|
|
|
|
4 666 |
4,41 |
340 |
3,04 |
|
2025-08-04 |
13F |
Atria Investments Llc
|
|
|
|
3 637 |
|
287 |
|
|
2025-07-29 |
NP |
EBI - Longview Advantage ETF
|
|
|
|
240 |
7 900,00 |
18 |
|
|
2025-08-20 |
NP |
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II
|
|
|
|
4 981 |
5,02 |
393 |
20,18 |
|
2025-06-26 |
NP |
DXUV - Dimensional US Vector Equity ETF
|
|
|
|
258 |
706,25 |
19 |
800,00 |
|
2025-06-26 |
NP |
DFFVX - U.S. Targeted Value Portfolio - Institutional Class
|
|
|
|
43 699 |
13,29 |
3 181 |
11,85 |
|
2025-08-12 |
13F |
Park Square Financial Group, LLC
|
|
|
|
31 |
|
2 |
|
|
2025-08-27 |
NP |
BBGSX - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
5 092 |
13,23 |
402 |
80,27 |
|
2025-08-08 |
13F |
Meridian Wealth Management, LLC
|
|
|
|
144 554 |
0,35 |
11 417 |
14,76 |
|
2025-08-11 |
13F |
Aptus Capital Advisors, LLC
|
|
|
|
162 189 |
9,76 |
12 810 |
25,53 |
|
2025-07-31 |
13F |
Quest Partners LLC
|
|
|
|
1 |
|
0 |
|
|
2025-08-14 |
13F |
Comerica Bank
|
|
|
|
1 381 |
268,27 |
109 |
336,00 |
|
2025-08-15 |
NP |
PSC - Principal U.S. Small-Cap Multi-Factor Index ETF
|
|
|
|
14 302 |
321,64 |
1 130 |
390,87 |
|
2025-07-18 |
13F |
Truist Financial Corp
|
|
|
|
2 627 |
|
207 |
|
|
2025-08-12 |
13F |
Franklin Resources Inc
|
|
|
|
18 359 |
2,83 |
1 450 |
17,61 |
|
2025-07-24 |
NP |
ONEQ - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
10 682 |
0,47 |
786 |
1,42 |
|
2025-08-26 |
NP |
IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV
|
|
|
|
5 405 |
0,41 |
427 |
14,82 |
|
2025-08-14 |
13F |
Bnp Paribas Arbitrage, Sa
|
|
|
|
12 349 |
70,52 |
975 |
95,00 |
|
2025-06-25 |
NP |
FNCL - Fidelity MSCI Financials Index ETF
|
|
|
|
8 364 |
5,17 |
609 |
3,75 |
|
2025-08-22 |
NP |
FECGX - Fidelity Small Cap Growth Index Fund
|
|
|
|
16 754 |
33,16 |
1 323 |
112,02 |
|
2025-08-14 |
13F |
Balyasny Asset Management Llc
|
|
|
|
17 429 |
53,52 |
1 377 |
75,51 |
|
2025-06-24 |
NP |
BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF
|
|
|
|
9 570 |
11,50 |
697 |
10,13 |
|
2025-08-07 |
13F |
Allworth Financial LP
|
|
|
|
859 |
0,59 |
68 |
3,08 |
|
2025-08-27 |
NP |
RYRRX - Russell 2000 Fund Class A
|
|
|
|
62 |
3,33 |
5 |
0,00 |
|
2025-08-28 |
NP |
SMAP - Amplify Small-Mid Cap Equity ETF
|
|
|
|
324 |
5,19 |
26 |
19,05 |
|
2025-07-28 |
NP |
OMFS - Invesco Russell 2000(R) Dynamic Multifactor ETF
|
|
|
|
5 817 |
0,48 |
428 |
1,43 |
|
2025-07-23 |
13F |
Klp Kapitalforvaltning As
|
|
|
|
5 500 |
1,85 |
436 |
16,31 |
|
2025-08-14 |
13F |
Ubs Asset Management Americas Inc
|
|
|
|
79 823 |
51,63 |
6 304 |
73,43 |
|
2025-07-08 |
13F |
Atlas Brown,Inc.
|
|
|
|
5 893 |
0,44 |
465 |
14,81 |
|
2025-07-14 |
13F |
UMA Financial Services, Inc.
|
|
|
|
20 |
42,86 |
2 |
|
|
2025-08-14 |
13F/A |
Barclays Plc
|
|
|
|
57 703 |
52,78 |
5 |
100,00 |
|
2025-08-22 |
NP |
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
1 431 |
8,41 |
113 |
24,18 |
|
2025-08-14 |
13F |
Price T Rowe Associates Inc /md/
|
|
|
|
26 529 |
1,05 |
2 |
100,00 |
|
2025-07-15 |
13F |
Ballentine Partners, LLC
|
|
|
|
3 538 |
0,20 |
279 |
14,81 |
|
2025-08-14 |
13F |
Glenview Trust Co
|
|
|
|
59 736 |
6,70 |
4 718 |
22,01 |
|
2025-07-30 |
13F |
Ardent Capital Management, Inc.
|
|
|
|
3 380 |
|
267 |
|
|
2025-08-13 |
13F |
Norges Bank
|
|
|
|
16 433 |
|
1 298 |
|
|
2025-08-11 |
13F |
Resurgent Financial Advisors LLC
|
|
|
|
5 951 |
0,07 |
470 |
14,39 |
|
2025-07-24 |
13F |
Jfs Wealth Advisors, Llc
|
|
|
|
7 |
250,00 |
1 |
|
|
2025-08-12 |
13F |
Charles Schwab Investment Management Inc
|
|
|
|
223 804 |
2,54 |
17 676 |
17,28 |
|
2025-08-14 |
13F |
Voloridge Investment Management, Llc
|
|
|
|
37 727 |
235,23 |
2 980 |
283,40 |
|
2025-08-14 |
13F |
EP Wealth Advisors, Inc.
|
|
|
|
3 748 |
|
296 |
|
|
2025-06-23 |
NP |
PJARX - SmallCap Value Fund II R-3
|
|
|
|
2 001 |
15,46 |
146 |
14,17 |
|
2025-06-26 |
NP |
FZROX - Fidelity ZERO Total Market Index Fund
|
|
|
|
12 340 |
2,45 |
898 |
1,24 |
|
2025-08-28 |
NP |
TPSC - Timothy Plan US Small Cap Core ETF
|
|
|
|
6 657 |
13,99 |
526 |
30,27 |
|
2025-08-27 |
NP |
RYRUX - Russell 2000 2x Strategy Fund A-Class Shares
|
|
|
|
134 |
3,08 |
11 |
25,00 |
|
2025-08-05 |
13F |
Simplex Trading, Llc
|
|
Put
|
|
1 500 |
|
0 |
|
|
2025-08-08 |
13F |
Creative Planning
|
|
|
|
27 095 |
13,91 |
2 140 |
30,27 |
|
2025-08-26 |
NP |
FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF
|
|
|
|
1 587 |
28,81 |
125 |
47,06 |
|
2025-08-14 |
13F |
Adage Capital Partners Gp, L.l.c.
|
|
|
|
138 300 |
7,79 |
10 923 |
23,27 |
|
2025-06-26 |
NP |
DFUS - Dimensional U.S. Equity ETF
|
|
|
|
7 722 |
7,55 |
562 |
6,24 |
|
2025-07-15 |
13F |
Public Employees Retirement System Of Ohio
|
|
|
|
96 |
92,00 |
8 |
133,33 |
|
2025-08-01 |
13F |
Envestnet Asset Management Inc
|
|
|
|
116 690 |
1 496,74 |
9 216 |
1 728,57 |
|
2025-08-14 |
13F |
Main Street Financial Solutions, LLC
|
|
|
|
2 742 |
|
217 |
|
|
2025-06-26 |
NP |
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio
|
|
|
|
2 305 |
41,15 |
168 |
39,17 |
|
2025-08-26 |
NP |
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB
|
|
|
|
30 859 |
2,09 |
2 437 |
16,77 |
|
2025-07-23 |
13F |
Independent Solutions Wealth Management, LLC
|
|
|
|
3 379 |
0,39 |
267 |
14,66 |
|
2025-07-25 |
13F |
Cwm, Llc
|
|
|
|
475 |
1,06 |
0 |
|
|
2025-08-01 |
13F |
Teacher Retirement System Of Texas
|
|
|
|
5 295 |
23,54 |
418 |
41,69 |
|
2025-08-13 |
13F |
Bare Financial Services, Inc
|
|
|
|
10 |
|
1 |
|
|
2025-08-27 |
13F/A |
Squarepoint Ops LLC
|
|
|
|
32 114 |
412,27 |
2 536 |
487,04 |
|
2025-08-14 |
13F |
Aqr Capital Management Llc
|
|
|
|
8 577 |
20,08 |
677 |
37,32 |
|
2025-09-03 |
13F |
American Trust
|
|
|
|
6 880 |
8,26 |
543 |
23,97 |
|
2025-06-26 |
NP |
DFAT - Dimensional U.S. Targeted Value ETF
|
|
|
|
34 515 |
9,47 |
2 512 |
8,09 |
|
2025-07-24 |
NP |
FSKAX - Fidelity Total Market Index Fund
|
|
|
|
50 200 |
0,73 |
3 693 |
1,68 |
|
2025-07-23 |
NP |
CFSSX - Column Small Cap Select Fund
|
|
|
|
13 658 |
21,61 |
1 005 |
22,74 |
|
2025-08-13 |
13F |
Jones Financial Companies Lllp
|
|
|
|
1 413 |
14,04 |
111 |
32,14 |
|
2025-07-24 |
13F |
IFP Advisors, Inc
|
|
|
|
0 |
|
0 |
|
|
2025-08-13 |
13F |
Renaissance Technologies Llc
|
|
|
|
8 900 |
134,21 |
703 |
167,94 |
|
2025-08-08 |
13F |
Principal Financial Group Inc
|
|
|
|
16 169 |
|
1 277 |
|
|
2025-08-13 |
13F |
Northwestern Mutual Wealth Management Co
|
|
|
|
23 |
|
2 |
|
|
2025-08-13 |
13F |
Natixis Advisors, L.p.
|
|
|
|
227 445 |
|
18 |
|
|
2025-07-28 |
NP |
VCSLX - Small Cap Index Fund
|
|
|
|
11 293 |
15,45 |
831 |
16,57 |
|
2025-06-26 |
NP |
ETTOX - E*TRADE No Fee Total Market Index Fund
|
|
|
|
5 |
|
0 |
|
|
2025-08-13 |
13F |
MetLife Investment Management, LLC
|
|
|
|
15 717 |
3,42 |
1 241 |
18,30 |
|
2025-07-29 |
NP |
JSTC - Adasina Social Justice All Cap Global ETF
|
|
|
|
769 |
14,95 |
57 |
16,67 |
|
2025-08-14 |
13F |
Ameriprise Financial Inc
|
|
|
|
212 503 |
0,10 |
16 784 |
14,48 |
|
2025-08-26 |
NP |
QABA - First Trust NASDAQ ABA Community Bank Index Fund
|
|
|
|
18 807 |
6,43 |
1 485 |
21,72 |
|
2025-08-06 |
13F |
First Horizon Advisors, Inc.
|
|
|
|
14 |
|
1 |
|
|
2025-06-26 |
NP |
FLXSX - Fidelity Flex Small Cap Index Fund
|
|
|
|
4 862 |
16,32 |
354 |
14,61 |
|
2025-07-28 |
NP |
AVSC - Avantis U.S. Small Cap Equity ETF
|
|
|
|
62 154 |
10,02 |
4 572 |
11,08 |
|
2025-08-14 |
13F |
Mml Investors Services, Llc
|
|
|
|
2 954 |
|
0 |
|
|
2025-08-14 |
13F |
Oxford Financial Group Ltd
|
|
|
|
145 756 |
0,08 |
11 512 |
14,46 |
|
2025-08-14 |
13F |
Aquatic Capital Management LLC
|
|
|
|
10 261 |
8,74 |
810 |
24,42 |
|
2025-07-15 |
13F |
Fortitude Family Office, LLC
|
|
|
|
2 |
|
0 |
|
|
2025-06-27 |
NP |
RSSL - Global X Russell 2000 ETF
|
|
|
|
15 564 |
6,73 |
1 133 |
5,40 |
|
2025-08-11 |
13F |
Covestor Ltd
|
|
|
|
577 |
15,86 |
0 |
|
|
2025-05-28 |
NP |
SMLV - SPDR SSGA US Small Cap Low Volatility Index ETF
|
|
|
|
42 371 |
28,08 |
2 926 |
23,56 |
|
2025-07-22 |
13F |
DAVENPORT & Co LLC
|
|
|
|
17 876 |
|
1 412 |
|
|
2025-08-14 |
13F |
California State Teachers Retirement System
|
|
|
|
25 710 |
1,51 |
2 031 |
16,07 |
|
2025-08-14 |
13F |
Wells Fargo & Company/mn
|
|
|
|
171 367 |
86,54 |
13 535 |
113,34 |
|
2025-06-17 |
NP |
MMSMX - Multi-Manager U.S. Small Cap Equity Fund Class P Shares
|
|
|
|
26 900 |
39,38 |
1 958 |
37,69 |
|
2025-08-15 |
13F |
Great West Life Assurance Co /can/
|
|
|
|
9 983 |
6,59 |
1 |
|
|
2025-07-29 |
NP |
VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares
|
|
|
|
128 542 |
9,61 |
9 456 |
10,66 |
|
2025-06-24 |
NP |
SWSSX - Schwab Small-Cap Index Fund
|
|
|
|
63 619 |
2,68 |
4 631 |
1,38 |
|
2025-07-16 |
13F |
Owen LaRue, LLC
|
|
|
|
13 015 |
|
1 028 |
|
|
2025-08-15 |
13F |
Morgan Stanley
|
|
|
|
526 441 |
11,19 |
41 578 |
27,16 |
|
2025-06-26 |
NP |
FSSNX - Fidelity Small Cap Index Fund
|
|
|
|
257 661 |
1,91 |
18 755 |
0,64 |
|
2025-08-08 |
13F |
Atlanta Consulting Group Advisors, LLC
|
|
|
|
2 729 |
|
216 |
|
|
2025-07-22 |
NP |
GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
|
|
|
|
6 846 |
25,87 |
504 |
27,02 |
|
2025-08-12 |
13F |
Archer Investment Corp
|
|
|
|
1 329 |
|
105 |
|
|
2025-08-12 |
13F |
MAI Capital Management
|
|
|
|
326 |
|
26 |
|
|
2025-08-14 |
13F |
Tudor Investment Corp Et Al
|
|
|
|
16 855 |
|
1 331 |
|
|
2025-08-26 |
NP |
NSIDX - Northern Small Cap Index Fund
|
|
|
|
12 143 |
2,78 |
959 |
17,67 |
|
2025-07-14 |
13F |
GAMMA Investing LLC
|
|
|
|
408 |
26,32 |
32 |
45,45 |
|
2025-06-26 |
NP |
DFAS - Dimensional U.S. Small Cap ETF
|
|
|
|
85 811 |
5,02 |
6 246 |
3,72 |
|
2025-08-27 |
NP |
Brighthouse Funds Trust II - Neuberger Berman Genesis Portfolio Class A
|
|
|
|
95 521 |
11,88 |
7 544 |
27,95 |
|
2025-09-04 |
13F/A |
Advisor Group Holdings, Inc.
|
|
|
|
13 356 |
76,06 |
1 002 |
91,40 |
|
2025-08-12 |
13F |
Legal & General Group Plc
|
|
|
|
31 349 |
2,55 |
2 476 |
17,24 |
|
2025-08-27 |
NP |
VTSMX - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
922 483 |
1,11 |
72 858 |
15,63 |
|
2025-08-12 |
13F |
Clear Street Markets Llc
|
|
|
|
773 |
|
61 |
|
|
2025-08-07 |
13F |
Parkside Financial Bank & Trust
|
|
|
|
480 |
4,35 |
38 |
19,35 |
|
2025-08-22 |
NP |
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
586 |
4,27 |
46 |
21,05 |
|
2025-08-22 |
NP |
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A
|
|
|
|
4 033 |
4,29 |
319 |
19,10 |
|
2025-08-13 |
13F |
ExodusPoint Capital Management, LP
|
|
|
|
8 127 |
|
1 |
|
|
2025-08-14 |
13F |
Royal Bank Of Canada
|
|
|
|
65 177 |
7,11 |
5 147 |
22,43 |
|
2025-08-11 |
13F |
HighTower Advisors, LLC
|
|
|
|
12 137 |
|
959 |
|
|
2025-07-24 |
NP |
FSMAX - Fidelity Extended Market Index Fund
|
|
|
|
147 869 |
0,59 |
10 877 |
1,56 |
|
2025-06-27 |
NP |
OSCV - Opus Small Cap Value ETF
|
|
|
|
153 334 |
12,85 |
11 161 |
11,44 |
|
2025-08-14 |
13F |
Clark Capital Management Group, Inc.
|
|
|
|
92 197 |
10,15 |
7 282 |
25,97 |
|