VTS / Vitesse Energy, Inc. - Participation institutionnelle - Acheteurs

Vitesse Energy, Inc.
US ˙ NYSE ˙ US92852X1037

Participation institutionnelle et des fonds - Acheteurs

Les principaux détenteurs qui ont ouvert de nouvelles positions dans Vitesse Energy, Inc. comprennent Jane Street Group, Llc, Cerity Partners LLC, Susquehanna Portfolio Strategies, LLC, Engineers Gate Manager LP, Wedbush Securities Inc, Sprinkle Financial Consultants LLC, Universal- Beteiligungs- und Servicegesellschaft mbH, AFSM - First Trust Active Factor Small Cap ETF, WSML - iShares MSCI World Small-Cap ETF, QSML - WisdomTree U.S. SmallCap Quality Growth Fund, Stephens Consulting, LLC, ETTOX - E*TRADE No Fee Total Market Index Fund, Total Investment Management Inc, Hantz Financial Services, Inc., Golden State Wealth Management, LLC, et DecisionPoint Financial, LLC .

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
(%)
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 106 250 20,01 2 173 -5,19
2025-08-14 13F Comerica Bank 800 9,44 18 0,00
2025-06-25 NP FENY - Fidelity MSCI Energy 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 38 458 1,67 786 -19,63
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 51 088 25,96 1 069 2,59
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 63 766 6,06 1 304 -16,14
2025-07-23 13F Klp Kapitalforvaltning As 6 342 53,11 140 38,61
2025-08-12 13F Dimensional Fund Advisors Lp 1 315 900 4,96 29 069 -5,70
2025-08-14 13F Susquehanna Portfolio Strategies, LLC 32 988 729
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 717 54,86 16 36,36
2025-08-14 13F Ubs Asset Management Americas Inc 54 702 80,88 1 208 62,58
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 176 277 4,50 3 605 -17,43
2025-07-25 13F Stephens Consulting, LLC 35 1
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 18 907 101,46 0
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 13 429 14,91 297 3,14
2025-08-13 13F EverSource Wealth Advisors, LLC 376 20,90 8 14,29
2025-08-12 13F Jpmorgan Chase & Co 202 894 7,46 4 482 -3,47
2025-07-25 NP FILL - iShares MSCI Global Energy Producers 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 919 10,59 19 -9,52
2025-08-27 NP NAESX - Vanguard Small-Cap 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 707 778 33,03 15 635 19,50
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 2 932 5,81 60 -16,90
2025-07-24 13F Ronald Blue Trust, Inc. 273 9,20 6 0,00
2025-08-19 NP RIFBX - U.S. Small Cap Equity Fund 0 -100,00 0 -100,00
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 129 706 12,91 2 715 -8,09
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 4 490 15,90 99 4,21
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 31 335 3,30 641 -18,47
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 13 195 10,87 270 -12,38
2025-08-29 NP GFSIX - The Gabelli Global Financial Services Fund CLASS I 50 522 3,06 1 116 -7,39
2025-08-29 NP QSML - WisdomTree U.S. SmallCap Quality Growth Fund 406 9
2025-08-14 13F Smartleaf Asset Management LLC 93 47,62 2 100,00
2025-08-27 NP VISVX - Vanguard Small-Cap Value 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 452 805 31,59 10 002 18,21
2025-06-26 NP TSMOX - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 106 681 5,03 2 182 -17,01
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 72 119 2,11 1 475 -19,32
2025-08-14 13F State Street Corp 911 514 20,81 20 135 8,53
2025-07-23 NP CFSLX - Column Small Cap Fund 3 642 46,91 76 20,63
2025-08-14 13F Glen Eagle Advisors, LLC 1 313 2,42 29 -9,68
2025-07-15 13F Fifth Third Bancorp 157 1,29 3 0,00
2025-08-28 NP IWN - iShares Russell 2000 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 261 273 10,52 5 772 -0,72
2025-08-14 13F DecisionPoint Financial, LLC 1 0
2025-08-12 13F Rhumbline Advisers 45 787 9,10 1 011 -1,94
2025-08-29 NP DHS - WisdomTree U.S. High Dividend Fund N/A 2 685 2,09 59 -7,81
2025-08-12 13F LPL Financial LLC 14 543 29,28 321 16,30
2025-08-13 13F Elgethun Capital Management 9 402 26,40 208 13,74
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 3 876 62,65 81 32,79
2025-08-13 13F Victory Capital Management Inc 23 835 14,38 527 2,73
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 93 491 7,32 2 065 -3,59
2025-08-14 13F Bank Of America Corp /de/ 122 325 59,35 2 702 43,19
2025-07-29 NP EBI - Longview Advantage ETF 3 205 726,03 67 644,44
2025-08-08 13F Principal Financial Group Inc 15 516 67,56 343 50,66
2025-07-23 13F Mraz, Amerine & Associates, Inc. 146 253 3,08 3 231 -7,85
2025-06-27 NP ESCQX - Embark Small Cap Equity Fund Retirement Class 387 776 33,55 7 930 5,54
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 51 099 18,54 1 129 6,52
2025-08-20 NP AATIX - Ancora/Thelen Small-Mid Cap Class I 87 166 49,75 1 925 34,52
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 202 1,51 4 -20,00
2025-07-10 13F Security National Bank 82 114 14,14 1 814 2,49
2025-08-14 13F GWM Advisors LLC 509 11
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 41 13,89 1
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 78 105 29,78 1 597 2,57
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 86 6,17 2 -50,00
2025-07-28 NP VCSLX - Small Cap Index Fund 13 000 36,11 272 11,02
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 35 793 2,19 791 -8,25
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 263 930 6,71 5 397 -15,67
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 18 0
2025-08-26 NP Profunds - Profund Vp Small-cap 67 15,52 1 0,00
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 3 639 19,78 80 8,11
2025-08-26 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 5 939 3,96 131 -6,43
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 2 045 20,79 42 -4,65
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 52 918 19,55 1 108 -2,72
2025-07-28 NP HDG - ProShares Hedge Replication ETF 34 17,24 1
2025-08-12 13F Charles Schwab Investment Management Inc 239 971 8,19 5 301 -2,82
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 1 043 1,46 23 -8,00
2025-08-15 13F Captrust Financial Advisors 19 311 0,73 427 -9,55
2025-06-27 NP RSSL - Global X Russell 2000 ETF 15 680 10,05 321 -13,04
2025-08-08 13F Pnc Financial Services Group, Inc. 28 885 0,70 638 -9,50
2025-08-29 13F Total Investment Management Inc 7 0
2025-07-29 NP TMFX - Motley Fool Next Index ETF 611 30,00 13 0,00
2025-07-25 NP AFSM - First Trust Active Factor Small 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 3 467 73
2025-07-22 13F Gf Fund Management Co. Ltd. 8 283 13,81 183 2,25
2025-07-08 13F Parallel Advisors, LLC 1 303 74,66 29 55,56
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 9 141 15,83 187 -8,82
2025-07-25 13F JustInvest LLC 10 522 5,59 234 -4,49
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 4 426 20,44 98 7,78
2025-08-14 13F Alliancebernstein L.p. 27 703 19,39 612 7,19
2025-06-18 NP GMRAX - Nationwide Small Cap Index Fund Class A 2 172 13,96 44 -10,20
2025-08-12 13F American Century Companies Inc 845 848 19,96 18 685 7,77
2025-08-07 13F Allworth Financial LP 91 8,33 2 100,00
2025-08-28 NP SIFAX - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 731 514,29 16 700,00
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 40 047 23,35 838 0,48
2025-08-18 13F Wolverine Trading, Llc Call 17 100 94,32 385 76,96
2025-08-13 13F Gabelli Funds Llc 87 278 2,10 1 928 -8,33
2025-08-05 13F Ellevest, Inc. 18 110 7,96 400 -2,91
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 2 766 27,11 61 15,09
2025-07-24 13F Capital Advisors, Ltd. LLC 22 0
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 14 394 20,93 333 14,04
2025-08-13 13F Jones Financial Companies Lllp 583 8 228,57 13
2025-08-13 13F Northern Trust Corp 246 827 6,87 5 452 -4,00
2025-08-12 13F Proequities, Inc. 0 0
2025-08-22 NP FISVX - Fidelity Small 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 32 636 17,46 721 5,42
2025-08-12 13F CIBC Private Wealth Group, LLC 29 659 1,76 655 14,31
2025-09-04 13F/A Advisor Group Holdings, Inc. 3 529 43,46 78 30,00
2025-08-29 NP Gabelli Equity Trust Inc 31 950 2,90 706 -7,60
2025-08-11 13F Covestor Ltd 480 11,89 0
2025-07-29 13F TFC Financial Management 21 0
2025-08-15 13F Morgan Stanley 340 767 17,89 7 528 5,91
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 441 327 1,18 9 749 -9,11
2025-08-14 13F Royal Bank Of Canada 45 388 25,82 1 003 12,95
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 10 875 26,72 240 13,74
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 7 687 21,84 170 9,03
2025-07-30 13F Ethic Inc. 54 120 4,20 1 217 -5,66
2025-08-08 13F Larson Financial Group LLC 49 113,04 1
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 5 755 18,88 127 6,72
2025-07-25 13F Cwm, Llc 1 827 138,82 0
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 8 14,29 0
2025-08-14 13F Citadel Advisors Llc Put 83 800 33,65 1 851 20,12
2025-07-11 13F Sprinkle Financial Consultants LLC 12 739 281
2025-08-13 13F Cerity Partners LLC 34 263 757
2025-07-09 13F Harbor Capital Advisors, Inc. 386 815 1,06 9 -11,11
2025-08-14 13F Citadel Advisors Llc Call 58 600 361,42 1 294 314,74
2025-07-28 NP AVUV - Avantis U.S. Small 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 651 738 18,79 13 641 -3,30
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 1 624 27,27 36 12,90
2025-08-06 13F Wedbush Securities Inc 13 164 0
2025-08-14 13F Manufacturers Life Insurance Company, The 10 843 20,44 240 8,14
2025-08-06 13F Commonwealth Equity Services, Llc 10 046 0
2025-06-26 NP USMIX - Extended Market Index Fund 3 630 25,52 74 0,00
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 635 37,74 14 27,27
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 208 733 4,41 4 269 -17,49
2025-05-05 13F Lindbrook Capital, Llc 79 92,68 2 0,00
2025-08-08 13F Intech Investment Management Llc 20 663 27,15 456 14,29
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 150 18,11 3 0,00
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 5 302 3,07 108 -18,80
2025-08-05 13F Simplex Trading, Llc 3 076 0
2025-08-28 NP HEJD - VictoryShares Hedged Equity Income ETF 16 043 346,51 354 302,27
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 22 700 18,23 501 6,14
2025-08-05 13F Bank of New York Mellon Corp 267 361 5,48 5 906 -5,23
2025-08-14 13F Wells Fargo & Company/mn 139 405 3,61 3 079 -6,92
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 4 775 4,19 98 -17,80
2025-08-08 13F/A Sterling Capital Management LLC 796 77,28 18 54,55
2025-08-14 13F Jane Street Group, Llc Call 38 500 850
2025-08-14 13F/A Skopos Labs, Inc. 8 166,67 0
2025-08-26 NP FCG - First Trust Natural Gas 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 137 642 11,75 3 041 0,40
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 14 815 7,05 327 -3,82
2025-08-27 NP VITNX - Vanguard Institutional Total Stock Market 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 14 700 36,63 325 22,73
2025-08-14 13F Jane Street Group, Llc Put 41 800 38,87 923 24,73
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 2 184 46
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 67 646 16,77 1 383 -7,74
2025-08-13 13F Russell Investments Group, Ltd. 117 755 18,24 2 601 6,25
2025-08-12 13F Inscription Capital, LLC 17 777 3,10 393 -4,16
2025-08-28 NP XOP - SPDR(R) S&P(R) Oil & Gas Exploration & Production 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 263 072 45,46 5 811 30,67
2025-08-14 13F Engineers Gate Manager LP 15 142 334
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 69 16,95 2 0,00
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 13 373 26,48 273 0,00
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 927 173 26,43 20 481 13,58
2025-08-14 13F Quantinno Capital Management LP 13 494 38,09 298 24,17
2025-08-14 13F Punch & Associates Investment Management, Inc. 1 079 800 5,82 23 853 -4,94
2025-08-14 13F/A Barclays Plc 55 486 65,66 1
2025-08-15 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 13 497 78,72 298 61,08
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 33 798 17,03 747 5,07
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 9 399 9,72 208 -1,43
2025-06-18 NP REBYX - U.S. Small Cap Equity Fund Class Y Short -3 664 -8,97 -75 -28,85
2025-08-13 13F Invesco Ltd. 149 470 113,23 3 302 91,58
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 103 10,75 2 0,00
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 11 502 6,03 235 -16,07
2025-08-15 13F Tower Research Capital LLC (TRC) 3 786 179,62 84 151,52
2025-08-04 13F Hantz Financial Services, Inc. 5 0
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 3 011 21,75 67 10,00
2025-08-13 13F MetLife Investment Management, LLC 18 386 22,98 406 10,63
2025-08-14 13F First Wilshire Securities Management Inc 223 754 539,66 4 943 474,65
2025-08-12 13F MAI Capital Management 5 000 21 639,13 110
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 1 234 37,57 26 8,70
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 162 714 2,25 3 594 -8,15
2025-08-13 13F GoodHaven Capital Management, LLC 552 151 2,66 12 197 -7,77
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 3 297 12,76 73 1,41
2025-08-14 13F Price T Rowe Associates Inc /md/ 33 501 9,70 1
2025-08-14 13F Bnp Paribas Arbitrage, Sa 13 998 70,00 309 52,97
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 10 750 72,00 237 54,90
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 2 025 9,64 45 -2,22
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 16 158 5,63 357 -5,32
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 5 265 29,01 116 16,00
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 13 759 13,42 304 1,68
2025-08-27 NP VBINX - Vanguard Balanced 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 20 005 72,23 442 54,74
2025-08-14 13F Rafferty Asset Management, LLC 25 875 61,93 572 45,66
2025-08-12 13F Ameritas Investment Partners, Inc. 3 011 21,75 67 10,00
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 614 19,46 14 8,33
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 215 083 3,72 4 398 -18,04
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 4 870 19,16 100 -5,71
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 6 333 24,32 140 11,20
2025-08-11 13F Principal Securities, Inc. 62 195,24 1
2025-08-12 13F BlackRock, Inc. 2 191 131 8,48 48 402 -2,55
2025-07-30 13F Bogart Wealth, LLC 735 7,30 16 0,00
2025-08-11 13F Vanguard Group Inc 3 038 877 20,81 67 129 8,52
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 154 230 13,85 3 228 -7,32
2025-07-31 13F Caitong International Asset Management Co., Ltd 20 900,00 0
2025-04-23 13F Golden State Wealth Management, LLC 4 0
2025-08-14 13F Group One Trading, L.p. 1 808 40
2025-08-13 13F New York State Common Retirement Fund 10 911 67,58 0
2025-07-21 13F Ameritas Advisory Services, LLC 164 4
2025-08-14 13F Ancora Advisors, LLC 263 355 46,67 5 818 31,76
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 16 108 28,13 337 4,33
2025-08-08 13F Creative Planning 15 832 350
2025-07-28 NP AVUVX - Avantis U.S. Small Cap Value 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 50 568 46,85 1 058 19,55
2025-08-08 13F Geode Capital Management, Llc 695 919 9,47 15 376 -1,66
2025-08-14 13F Paradigm Capital Management, LLC/NV 20 985 12,22 0
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 703 842 8,95 15 548 -2,13
2025-05-29 NP SFLO - VictoryShares Small Cap Free Cash Flow ETF 8 591 56,20 211 54,01
2025-08-13 13F First Trust Advisors Lp 235 738 9,94 5 207 -1,23
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 4 499 17,93 99 6,45
2025-07-25 NP SCHA - Schwab U.S. Small-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 133 028 11,20 2 784 -9,46
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 10 071 222
2025-07-16 13F Signaturefd, Llc 2 393 415,73 53 372,73
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 1 193 3,92 24 -17,24
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