DE:0V4 / Valvoline Inc. - Institusjonelt eierskap - Kjøpere

Valvoline Inc.
DE ˙ DB ˙ US92047W1018
€ 33,80 0,00 (0,00%)
2025-09-09
AKSJEKURSEN
Institusjonelt- og fondseierskap - Kjøpere

De største eierne som har åpnet nye posisjoner i Valvoline Inc. inkluderer Cooke & Bieler Lp, CCVAX - Calvert Small-Cap Fund Class A, Glenmede Investment Management, LP, Bain Capital Public Equity Management Ii, Llc, LMARX - ClearBridge Small Cap Fund Class R, Kornitzer Capital Management Inc /ks, BUFSX - Buffalo Small Cap Fund Investor Class, Resolute Capital Asset Partners LLC, Susquehanna Portfolio Strategies, LLC, Bayberry Capital Partners LP, Discovery Capital Management, Llc / Ct, Cooper Creek Partners Management Llc, EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB, CCAFX - Calvert Mid-Cap Fund Class A, Bain Capital Public Equity, LP, QWVOX - Clearwater Small Companies Fund, Redmond Asset Management, LLC, GUSYX - Grandeur Peak US Stalwarts Fund Institutional Class, Wesbanco Bank Inc, og WMKSX - WesMark Small Company Growth Fund .

Denne siden viser endringer i eierstrukturen ved å liste opp institusjoner, fond og større aksjonærer som har økt sine eierandeler eller åpnet nye posisjoner i løpet av den siste rapporteringsperioden. Grønne rader indikerer nye posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.

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Fildato Kilde Investor Type Gjennomsnittlig pris
(estimert)		 Aksjer Δ Aksjer
(%)		 Rapportert verdi ($1000) Verdi (%) Portallokering (%)
2025-08-13 13F Natixis Advisors, L.p. 559 254 23,44 21 40,00
2025-08-12 13F Rhumbline Advisers 402 242 0,78 15 233 9,64
2025-08-28 NP CIPSX - CHAMPLAIN SMALL COMPANY FUND ADVISOR SHARES 495 000 17,86 18 746 28,21
2025-08-07 13F Allworth Financial LP 1 947 5,41 74 14,06
2025-08-14 13F Goldman Sachs Group Inc 1 390 923 62,00 52 674 76,24
2025-06-25 NP FTLS - First Trust Long/Short Equity ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 0 −100,00 0 −100,00
2025-08-14 13F Wellington Management Group Llp 5 548 144 365,47 210 108 406,39
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth 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 133 607 18,29 4 577 9,21
2025-07-21 13F Hgk Asset Management Inc 23 851 12,70 903 22,69
2025-03-31 NP FSMD - Fidelity Small-Mid Factor 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 29 383 40,93 1 090 29,92
2025-08-14 13F Mml Investors Services, Llc 6 121 5,79 0
2025-08-01 13F Peregrine Capital Management Llc 250 960 18,44 9 504 28,85
2025-07-29 NP ESGV - Vanguard ESG U.S. Stock ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 27 915 0,58 966 −5,67
2025-08-01 13F Teacher Retirement System Of Texas 18 349 2,96 695 11,94
2025-06-24 NP SWLGX - Schwab U.S. Large-Cap Growth 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 14 746 5,65 505 −2,32
2025-08-26 NP Profunds - Profund Vp Mid-cap Growth 1 162 8,90 44 18,92
2025-08-27 NP Calvert Management Series - Calvert Global Small-Cap Equity Fund Class I 5 761 218
2025-07-29 13F VELA Investment Management, LLC 208 970 81,10 7 914 97,04
2025-06-30 NP SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF 570 20
2025-06-26 NP FEQHX - Fidelity Hedged Equity Fund 1 860 47,04 64 36,96
2025-08-14 13F Treasurer of the State of North Carolina 59 360 1,50 2 0,00
2025-08-01 13F Redmond Asset Management, LLC 48 931 1 853
2025-08-14 13F Hawk Ridge Capital Management Lp 738 800 27 978
2025-08-14 13F Ubs Asset Management Americas Inc 616 685 26,47 23 354 37,59
2025-07-31 13F/A Sendero Wealth Management, LLC 28 096 0,87 1 064 9,70
2025-08-13 13F F/M Investments LLC 71 928 0,56 2 724 9,40
2025-03-27 NP PTMC - Pacer Trendpilot US Mid Cap ETF 19 379 2,04 719 −18,57
2025-08-13 13F Arizona State Retirement System 35 239 0,80 1 335 9,70
2025-08-28 NP AIHHX - Aristotle Small/Mid Cap Equity Fund Class I-2 7 746 3,64 293 12,69
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 6 378 22,18 219 12,95
2025-06-26 NP FHOFX - Fidelity Series Large 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 8 524 25,56 292 16,33
2025-08-27 NP Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a) 201 890 7 646
2025-08-14 13F/A Skopos Labs, Inc. 527 86,22 20 111,11
2025-08-25 13F/A Neuberger Berman Group LLC 1 073 125 11,59 40 639 21,39
2025-08-13 13F State Board Of Administration Of Florida Retirement System 197 196 0,61 7 468 9,45
2025-07-24 NP ESML - iShares ESG MSCI 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 72 160 0,55 2 496 −5,67
2025-07-25 13F Sequoia Financial Advisors, LLC 5 807 220
2025-08-05 NP HSCSX - Small-Company Stock Fund 33 500 1 269
2025-08-22 NP FMDGX - Fidelity Mid 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 107 791 21,08 4 082 31,76
2025-06-23 NP MGPIX - Mid-cap Growth Profund Investor Class 450 45,63 15 36,36
2025-08-07 13F Parkside Financial Bank & Trust 242 1,26 9 12,50
2025-08-14 13F Ameriprise Financial Inc 171 152 0,49 6 482 9,33
2025-07-24 13F CWM Advisors, LLC 12 779 7,99 484 17,52
2025-07-31 13F Kornitzer Capital Management Inc /ks 139 025 5 265
2025-08-11 13F GW&K Investment Management, LLC 690 0
2025-07-22 13F HFM Investment Advisors, LLC 9 200,00 0
2025-08-13 13F Gamco Investors, Inc. Et Al 105 631 3,53 4 000 12,64
2025-08-14 13F Discovery Capital Management, Llc / Ct 109 000 4 128
2025-07-29 NP VRGWX - Vanguard Russell 1000 Growth 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 158 085 4,93 5 468 −1,58
2025-06-26 NP IEDI - iShares Evolved U.S. Discretionary Spending ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 881 8,36 30 0,00
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 3 003 14,71 104 7,29
2025-07-31 13F Linden Thomas Advisory Services, LLC 48 781 2,23 1 847 11,20
2025-08-26 13F/A Thrivent Financial For Lutherans 56 768 0,23 2 100,00
2025-08-13 13F Walleye Trading LLC Put 39 800 1 507
2025-08-13 13F Walleye Trading LLC Call 400 15
2025-08-14 13F Jain Global LLC 9 101 42,18 345 54,95
2025-08-14 13F Millennium Management Llc Put 25 000 947
2025-08-13 13F Walleye Trading LLC 28 310 1 072
2025-07-22 13F Bay Harbor Wealth Management, LLC 7 133,33 0
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 96 839 287,54 3 667 321,98
2025-08-12 13F/A Boston Partners 3 977 293 67,30 150 604 82,00
2025-08-14 13F Bain Capital Public Equity Management Ii, Llc 287 163 10 875
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 7 189 249
2025-06-30 NP OWLLX - CHANNING INTRINSIC VALUE SMALL-CAP FUND Institutional Class 3 409 117
2025-06-30 NP Two Roads Shared Trust - Hypatia Women CEO ETF 700 8,19 24 −4,17
2025-07-24 13F Callan Family Office, LLC 9 077 44,49 344 57,34
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 38 014 12,25 1 315 5,29
2025-07-14 13F Farmers & Merchants Investments Inc 114 9,62 4 33,33
2025-05-22 NP GONIX - Gotham Neutral Fund Institutional Class 6 204 390,82 216 357,45
2025-08-12 13F Champlain Investment Partners, LLC 1 512 304 26,88 57 271 38,04
2025-06-25 NP WELLS FARGO MASTER TRUST - Wells Fargo Small Company Growth Portfolio Small Company Growth Portfolio 114 754 14,43 3 931 5,64
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 1 486 0
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A 29 929 0,43 1 133 9,26
2025-08-08 13F Fiera Capital Corp 919 496 1,53 34 821 10,45
2025-08-08 13F Larson Financial Group LLC 1 005 0,30 38 11,76
2025-08-21 NP MXMTX - Great-West Small Cap Growth Fund Investor Class 41 123 28,66 1 557 40,02
2025-06-26 NP PQCCX - PGIM QMA Mid-Cap Core Equity Fund Class R6 570 10,68 20 0,00
2025-08-04 13F Amalgamated Bank 60 840 0,68 2 0,00
2025-08-12 13F Snyder Capital Management L P 1 623 841 109,08 61 495 127,46
2025-06-26 NP FLAPX - Fidelity Flex Mid Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5 834 11,27 200 2,58
2025-07-24 13F Baxter Bros Inc 15 880 601
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 4 093 210 3,42 155 010 12,51
2025-06-26 NP FSMDX - Fidelity Mid Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 435 681 6,94 14 926 −1,27
2025-07-17 13F Washington Capital Management Inc 5 700 216
2025-08-27 NP OASVX - Optimum Small-mid Cap Value Fund Class A 180 504 528,93 6 836 726,48
2025-07-22 NP GGUS - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF 1 725 6,94 60 0,00
2025-07-23 NP CFSSX - Column Small Cap Select Fund 164 025 56,46 5 674 46,74
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 195 012 8,17 6 681 −0,13
2025-07-28 NP QVMM - Invesco S&P MidCap 400 QVM Multi-factor 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 17 097 1,51 591 −4,83
2025-08-15 13F Sender Co & Partners, Inc. 13 585 514
2025-06-18 NP NWHZX - Nationwide Geneva Small Cap Growth Fund Class A 493 594 17,38 16 911 8,37
2025-08-14 13F Silvercrest Asset Management Group Llc 300 988 5,18 11 398 14,43
2025-07-30 13F Ethic Inc. 15 288 14,62 584 25,05
2025-07-23 NP CFMSX - Column Mid Cap Select Fund 60 070 5,65 2 078 −0,91
2025-08-18 13F Geneos Wealth Management Inc. 2 760 21,69 105 33,33
2025-08-14 13F Colony Group, LLC 6 332 9,34 240 18,91
2025-08-15 13F CI Private Wealth, LLC 103 504 37,53 3 919 49,64
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 197 627 18,42 7 484 28,83
2025-08-26 NP EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB 952 36
2025-08-28 NP SEMCX - Simt Mid Cap Fund Class F 6 272 4,48 238 13,94
2025-08-28 NP SSSEX - State Street Small-Cap Equity 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 1 760 32,83 67 43,48
2025-08-13 13F New York State Common Retirement Fund 869 708 61,64 33 77,78
2025-08-05 13F Simplex Trading, Llc Put 800 0
2025-07-14 13F Opal Wealth Advisors, LLC 1 039 2,16 39 11,43
2025-07-29 13F Private Trust Co Na 2 901 4,73 110 13,54
2025-05-30 NP SIFAX - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F 0 −100,00 0 −100,00
2025-08-15 13F Morgan Stanley 3 033 779 86,06 114 889 102,42
2025-06-30 NP GUSYX - Grandeur Peak US Stalwarts Fund Institutional Class 44 770 1 534
2025-08-13 13F First Trust Advisors Lp 69 641 74,32 2 637 89,71
2025-08-13 13F Quadrant Capital Group Llc 7 557 15,39 286 25,99
2025-08-27 NP TMFCX - Touchstone Mid Cap Value Fund Class C 185 568 3,18 7 027 12,25
2025-08-12 13F Northwestern Mutual Investment Management Company, Llc 28 380 0,42 1 075 9,26
2025-08-08 13F Avantax Advisory Services, Inc. 23 224 33,04 879 44,81
2025-08-05 13F Re Advisers Corp 33 500 1 269
2025-08-13 13F Jones Financial Companies Lllp 4 062 54,57 155 68,48
2025-08-05 13F Simplex Trading, Llc Call 90 500 32,70 3 50,00
2025-08-08 13F SG Americas Securities, LLC 17 237 20,97 1
2025-06-30 NP GPRIX - Grandeur Peak Global Reach Fund Institutional Class 6 393 219
2025-06-25 NP LMARX - ClearBridge Small Cap Fund Class R This fund is a listed as child fund of Clearbridge, 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 167 400 5 735
2025-04-16 NP CLSE - Convergence Long/Short Equity ETF 0 −100,00 0 −100,00
2025-03-31 NP PDAVX - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 1 063 38,23 39 30,00
2025-06-26 NP TSMOX - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 128 487 165,32 4 402 144,91
2025-08-28 NP SMVIX - Simt Small Cap Value Fund Class I 18 504 20,76 701 31,33
2025-04-29 NP SEIAX - SIIT Multi-Asset Real Return Fund - Class A 0 −100,00 0 −100,00
2025-08-28 NP IWR - iShares Russell Mid-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 444 697 3,05 16 841 12,10
2025-08-14 13F Alua Capital Management LP 3 736 932 0,07 141 518 8,86
2025-08-12 13F AlphaCore Capital LLC 5 802 220
2025-08-11 13F Cramer Rosenthal Mcglynn Llc 169 504 6 419
2025-08-14 13F Polymer Capital Management (US) LLC 21 117 24,19 800 35,19
2025-08-20 NP QNZNX - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N Short −1 625 −8,55 −62 0,00
2025-08-28 NP SPMD - SPDR(R) Portfolio Mid Cap ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 573 793 2,01 21 730 10,98
2025-08-07 13F ProShare Advisors LLC 5 636 213
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 48 335 2,54 1 830 11,59
2025-08-13 13F Rsm Us Wealth Management Llc 14 843 26,06 562 37,41
2025-08-07 13F Mawer Investment Management Ltd. 2 678 878 118,79 101 449 138,02
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 2 300 1,37 87 11,54
2025-04-10 13F Portside Wealth Group, LLC 13 024 0,56 471 0,64
2025-08-12 13F Boreal Capital Management LLC 24 1
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 304 915 38,45 10 446 27,83
2025-08-20 NP QCFIX - AQR CVX Fusion Fund Class I Short −354 −13
2025-07-31 13F Anthracite Investment Company, Inc. 47 000 1 780
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 42 246 59,33 1 447 47,20
2025-08-29 NP NEFJX - Vaughan Nelson Small Cap Value Fund Class A 824 318 17,13 31 217 27,42
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 405 679 3,59 14 032 −2,85
2025-08-13 13F Channing Capital Management, LLC 2 163 631 189,85 81 937 215,33
2025-07-25 13F Oregon Public Employees Retirement Fund 25 968 0,39 983 9,22
2025-08-14 13F Icon Wealth Advisors, LLC 4 591 174
2025-08-27 NP VHCOX - Vanguard Capital Opportunity 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 27 630 1,84 1 046 10,81
2025-08-13 13F Victory Capital Management Inc 1 791 368 4 396,63 67 839 4 794,59
2025-08-13 13F Mount Yale Investment Advisors, LLC 1 130 43
2025-08-15 13F Kestra Advisory Services, LLC 6 194 235
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio 60 667 0,61 2 297 9,43
2025-07-28 13F Allianz Asset Management GmbH 46 041 1 744
2025-07-29 13F Virginia Retirement Systems Et Al 17 700 670
2025-08-26 NP XJH - iShares ESG Screened S&P Mid-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 13 715 2,65 519 11,61
2025-08-12 13F Vestor Capital, Llc 2 300 39,73 0
2025-08-14 13F Riggs Asset Managment Co. Inc. 44 2
2025-07-28 13F Alpine Woods Capital Investors, Llc 10 599 33,99 401 45,82
2025-08-14 13F Stifel Financial Corp 30 190 0,92 1 143 9,80
2025-07-23 NP CFMCX - Column Mid Cap Fund 12 368 0,69 428 −5,53
2025-08-14 13F Aristotle Capital Boston, LLC 527 091 16,74 19 961 27,00
2025-08-14 13F Resolute Capital Asset Partners LLC 129 400 4 900
2025-08-14 13F L2 Asset Management, LLC 14 234 539
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 2 109 1,44 80 9,72
2025-07-25 NP SCHK - Schwab 1000 Index ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9 664 2,48 334 −3,75
2025-07-25 13F Cwm, Llc 2 759 91,60 0
2025-08-04 13F Atria Investments Llc 10 739 3,91 407 13,09
2025-08-11 13F Private Advisor Group, LLC 9 918 9,18 376 18,67
2025-08-05 13F Geneva Capital Management Llc 1 946 505 55,39 73 714 69,05
2025-08-12 13F LPL Financial LLC 40 839 42,38 1 547 54,91
2025-08-08 13F Summitry Llc 5 822 220
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 32 659 7,49 1 237 16,93
2025-07-29 NP EBI - Longview Advantage ETF 2 257 77,16 78 69,57
2025-07-23 13F Klp Kapitalforvaltning As 25 500 5,81 966 15,16
2025-07-31 13F Caitong International Asset Management Co., Ltd 61 2
2025-08-11 13F Cladis Investment Advisory, LLC 5 490 208
2025-08-14 13F Federation des caisses Desjardins du Quebec 137 491 17,10 5 207 27,38
2025-08-08 13F TimesSquare Capital Management, LLC 894 243 35,53 33 865 47,44
2025-06-26 NP TILIX - TIAA-CREF Large-Cap Growth Index Fund Institutional Class 70 093 0,88 2 401 −6,87
2025-08-12 13F Dimensional Fund Advisors Lp 2 943 160 1,56 111 462 10,49
2025-07-25 13F Hemington Wealth Management 115 16,16 0
2025-07-28 NP VCULX - Growth Fund 1 879 65
2025-08-04 13F Retirement Systems of Alabama 155 360 0,43 5 883 9,27
2025-07-29 NP SFYX - SoFi Next 500 ETF 670 65,02 23 64,29
2025-07-11 13F/A Umb Bank N A/mo 1 556 1,63 59 9,43
2025-07-15 13F Fortitude Family Office, LLC 31 1
2025-08-14 13F Xponance, Inc. 27 330 1,64 1 035 10,47
2025-08-08 13F Creative Planning 8 225 40,07 311 52,45
2025-08-14 13F Janus Henderson Group Plc 973 427 0,38 36 865 8,31
2025-07-24 13F Papp L Roy & Associates 18 440 1,99 698 10,97
2025-08-05 13F Corton Capital Inc. 5 747 218
2025-08-14 13F Smartleaf Asset Management LLC 453 176,22 17 240,00
2025-08-28 NP VYSVX - Vericimetry U.S. Small Cap Value Fund 1 090 41
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 1 966 005 0,83 74 453 9,69
2025-05-15 13F/A Orion Portfolio Solutions, LLC 28 233 23,91 983 19,17
2025-08-04 13F Strs Ohio 3 037 115
2025-08-19 NP BUFSX - Buffalo Small Cap Fund Investor Class 139 025 5 265
2025-06-30 NP GPGEX - Grandeur Peak Global Explorer Fund Institutional Class 1 273 44
2025-08-29 NP VELA Funds - VELA Small Cap Fund Class I 118 974 46,91 4 506 59,81
2025-08-26 NP JMEE - JPMorgan Market Expansion Enhanced Equity ETF 54 412 3,43 2 061 12,51
2025-06-26 NP AWMIX - CIBC Atlas Mid Cap Equity Fund Institutional Class 227 229 47,69 7 785 36,35
2025-05-15 13F Texas Permanent School Fund 71 998 2 467
2025-08-25 NP Calvert Management Series - Calvert Small/Mid-Cap Fund Class I 13 282 503
2025-08-14 13F Susquehanna Portfolio Strategies, LLC 126 865 4 804
2025-08-12 13F Charles Schwab Investment Management Inc 1 707 222 2,04 64 652 11,01
2025-07-23 13F Louisiana State Employees Retirement System 35 800 0,56 1 356 9,36
2025-03-28 NP JMOM - JPMorgan U.S. Momentum Factor ETF 29 867 17,33 1 108 8,10
2025-08-12 13F Pacer Advisors, Inc. 4 935 187
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 20 753 0,47 786 9,18
2025-08-13 13F Nicolet Advisory Services, Llc 8 247 7,95 289 15,20
2025-08-14 13F Tensile Capital Management LP 2 040 179 3,82 77 13,24
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-12 13F Proequities, Inc. 0 0
2025-08-28 NP WMKSX - WesMark Small Company Growth Fund 40 000 1 515
2025-08-07 13F Resources Investment Advisors, LLC. 7 273 2,28 275 11,34
2025-08-13 13F Gabelli Funds Llc 117 914 2,98 4 465 12,05
2025-06-26 NP SMMV - iShares Edge MSCI Min Vol 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 17 237 2,47 591 −5,45
2025-08-04 13F Cooke & Bieler Lp 2 917 906 110 501
2025-07-23 NP CFSLX - Column Small Cap Fund 42 535 45,85 1 471 36,84
2025-08-29 NP JVMAX - John Hancock Disciplined Value Mid Cap Fund Class A 2 863 003 67,04 108 422 81,72
2025-08-15 NP PENNX - Royce Pennsylvania Mutual Fund Investment Class 182 328 7,72 6 905 17,18
2025-08-28 NP TPSC - Timothy Plan US Small Cap Core ETF 14 025 12,99 531 22,92
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 2 900 7,33 110 15,96
2025-08-12 13F CFC Planning Co LLC 6 140 233
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 28 997 53,63 993 41,86
2025-08-14 13F Holocene Advisors, LP 210 494 22,48 7 971 33,25
2025-07-08 13F Parallel Advisors, LLC 1 164 67,48 44 83,33
2025-06-26 NP FSPGX - Fidelity Large 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 151 725 7,22 5 198 −1,01
2025-08-06 13F Commonwealth Equity Services, Llc 10 611 17,20 0
2025-08-29 NP MFUS - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1 815 95,79 69 112,50
2025-08-13 13F Norges Bank 1 524 672 57 739
2025-08-25 NP MMGEX - MassMutual Select Small Cap Growth Equity Fund Class A 33 933 1 285
2025-08-13 13F California Public Employees Retirement System 173 720 12,30 6 579 22,15
2025-08-14 13F Wells Fargo & Company/mn 134 631 3,91 5 098 13,04
2025-08-14 13F Sculptor Capital LP 3 000 000 47,53 113 610 60,50
2025-08-13 13F Grandeur Peak Global Advisors, LLC 95 084 11,31 3 601 21,09
2025-07-29 NP VRNIX - Vanguard Russell 1000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 19 492 6,05 674 −0,44
2025-08-26 NP EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K 11 804 1,78 447 10,92
2025-07-11 13F Farther Finance Advisors, LLC 4 285 49,83 162 62,00
2025-08-26 NP IUSG - iShares Core S&P U.S. 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 99 747 1,93 3 777 10,89
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 21 449 18,84 812 29,30
2025-08-11 13F Royce & Associates Lp 1 264 165 4,67 47 874 13,87
2025-08-18 NP PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I 41 334 122,91 1 565 142,64
2025-07-25 NP SCHM - Schwab U.S. Mid-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 337 405 1,71 11 671 −4,60
2025-06-30 NP VT - Vanguard Total World Stock Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 86 134 11,13 2 951 2,57
2025-08-27 NP CCVAX - Calvert Small-Cap Fund Class A 1 106 673 41 910
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1 21 441 4,71 735 −3,29
2025-08-14 13F Glenmede Investment Management, LP 503 037 19 050
2025-08-13 13F Beacon Pointe Advisors, LLC 5 322 202
2025-07-30 13F Legacy Wealth Asset Management, LLC 6 031 2,83 228 11,76
2025-08-14 13F Royal Bank Of Canada 601 557 137,35 22 780 158,22
2025-08-26 NP IWB - iShares Russell 1000 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 94 470 0,66 3 578 9,52
2025-07-28 NP EQAL - Invesco Russell 1000 Equal Weight 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 9 499 4,53 329 −2,09
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 17 496 2,56 695 17,03
2025-08-04 13F Spire Wealth Management 25 1
2025-08-11 13F HighTower Advisors, LLC 27 459 23,53 1 040 34,41
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 274 745 105,32 9 413 89,57
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 10 0
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 182 526 6,20 6 314 −0,39
2025-08-20 NP AQRNX - AQR Multi-Asset Fund Class N Short −1 436 23,37 −54 35,00
2025-08-04 13F Keybank National Association/oh 13 789 522
2025-09-04 13F/A Advisor Group Holdings, Inc. 7 815 19,37 290 27,75
2025-07-25 NP QARP - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF 504 6,33 17 0,00
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 5 749 10,60 199 3,66
2025-08-12 13F Coldstream Capital Management Inc 7 419 3,66 281 12,45
2025-08-29 NP STXG - Strive 1000 Growth ETF 319 4,25 12 20,00
2025-08-12 13F Pathstone Holdings, LLC 31 691 27,10 1 200 38,41
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 1 112 48,86 38 40,74
2025-06-23 NP IYY - iShares Dow Jones U.S. ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5 431 1,91 186 −5,58
2025-06-25 NP FXD - First Trust Consumer Discretionary AlphaDEX 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 26 084 894
2025-06-25 NP FNK - First Trust Mid Cap Value AlphaDEX 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 16 647 81,00 570 67,16
2025-07-31 13F State of New Jersey Common Pension Fund D 55 071 4,88 2 086 14,12
2025-07-11 13F Diversified Trust Co 17 097 35,35 647 47,38
2025-07-17 13F Greenleaf Trust 7 222 0,78 273 9,64
2025-08-26 NP EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB 446 17
2025-08-11 13F Brown Brothers Harriman & Co 332 13
2025-07-28 NP IUS - Invesco RAFI(TM) Strategic US ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4 504 0,60 156 −6,06
2025-07-29 NP IVOO - Vanguard S&P Mid-Cap 400 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 188 903 4,35 6 534 −2,13
2025-07-07 13F Wesbanco Bank Inc 40 651 1 539
2025-08-14 13F Bank Of America Corp /de/ 1 350 277 20,63 51 135 31,24
2025-08-26 NP IRMAX - Voya RussellTM Mid Cap Index Portfolio Class ADV 10 353 1,07 392 10,11
2025-08-14 13F Fiduciary Management Inc /wi/ 4 777 375 0,17 180 919 8,97
2025-08-01 13F Envestnet Asset Management Inc 196 099 16,88 7 426 27,16
2025-08-27 NP OASGX - Optimum Small-mid Cap Growth Fund Class A 70 682 15,81 2 677 25,99
2025-08-15 13F Captrust Financial Advisors 28 623 35,27 1 084 47,15
2025-07-16 13F Stephenson National Bank & Trust 1 185 45
2025-06-23 NP MDPIX - Mid-cap Profund Investor Class 466 21,99 16 7,14
2025-08-11 13F WPG Advisers, LLC 284 11,81 11 25,00
2025-08-11 13F Alps Advisors Inc 10 262 3,24 389 12,14
2025-08-27 13F/A Brinker Capital Investments, LLC 28 510 0,98 1 080 9,88
2025-06-30 NP GGSOX - Grandeur Peak Global Stalwarts Fund Investor Class 12 554 430
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 256 575 66,71 9 716 81,37
2025-08-20 NP QMHIX - AQR Managed Futures Strategy HV Fund Class I Short −17 836 −34,26 −675 −28,50
2025-08-29 NP TSCIX - AMG TimesSquare Small Cap Growth Fund Class Z 42 705 21,47 1 617 32,22
2025-08-05 13F NewSquare Capital LLC 24 242,86 1
2025-08-25 NP CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio 6 642 252
2025-05-28 NP LUSIX - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares 4 865 30,50 169 26,12
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 74 302 0,13 2 570 −6,07
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Channing Small Cap Value Fund Standard Class 78 141 201,23 2 959 227,69
2025-08-14 13F Hilton Capital Management, LLC 57 656 10,50 2 183 20,21
2025-07-21 13F Cromwell Holdings LLC 18 1
2025-06-26 NP CBLS - Clough Hedged Equity ETF Short −12 020 −17,10 −412 −23,61
2025-06-25 NP FAB - First Trust Multi Cap Value AlphaDEX 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 2 949 82,04 101 68,33
2025-08-12 13F Aigen Investment Management, Lp 10 963 415
2025-08-15 13F Tower Research Capital LLC (TRC) 8 593 37,14 325 49,08
2025-08-18 13F/A Kestra Investment Management, LLC 20 465 30,88 775 42,46
2025-07-30 13F FNY Investment Advisers, LLC 2 096 0
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 83 958 14,38 2 876 5,58
2025-08-13 13F Baird Financial Group, Inc. 31 398 32,36 1 189 44,12
2025-08-26 NP GSCYX - SMALL CAP EQUITY FUND Institutional 68 805 24,65 2 606 35,61
2025-06-17 NP MMSMX - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 31 100 1 065
2025-08-19 13F State of Wyoming 7 137 68,76 270 83,67
2025-08-19 13F Cape Investment Advisory, Inc. 249 38,33 9 50,00
2025-08-13 13F Marshall Wace, Llp 1 298 819 8,71 49 186 18,26
2025-08-14 13F Bain Capital Public Equity, LP 54 684 2 071
2025-08-14 13F Citadel Advisors Llc 1 670 255 14,49 63 253 24,55
2025-08-14 13F Citadel Advisors Llc Call 57 300 23,49 2 170 34,30
2025-06-27 NP PYZ - Invesco DWA Basic Materials 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 22 678 15,87 777 6,89
2025-08-08 13F/A Sterling Capital Management LLC 19 930 4,85 755 14,07
2025-08-07 13F 1620 Investment Advisors, Inc. 2 651 1,26 100 9,89
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 25 822 1,73 978 10,65
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 11 430 17,21 433 27,43
2025-04-01 NP PKW - Invesco BuyBack Achievers 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 71 133 33,87 2 640 23,32
2025-08-27 NP CCAFX - Calvert Mid-Cap Fund Class A 57 495 2 177
2025-08-05 13F State Of Michigan Retirement System 30 515 0,33 1 156 9,17
2025-08-12 13F Legal & General Group Plc 213 729 0,38 8 094 9,20
2025-08-14 13F Group One Trading, L.p. Call 6 300 239
2025-08-11 13F Primecap Management Co/ca/ 27 630 1,84 1 046 10,81
2025-08-29 NP PMJIX - PIMCO RAE US Small Fund Institutional Class 31 427 314,99 1 190 580,00
2025-08-14 13F Summit Trail Advisors, Llc 20 577 177,84 779 203,11
2025-08-08 13F Everett Harris & Co /ca/ 116 930 0,24 4 428 9,06
2025-08-08 13F Cetera Investment Advisers 21 594 14,32 818 24,35
2025-08-13 13F Crescent Park Management, L.P. 122 742 4 648
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 36 354 5,36 1 245 −2,73
2025-08-14 13F Snowden Capital Advisors LLC 8 786 2,77 333 11,78
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 17 835 8,43 611 0,16
2025-08-14 13F Benjamin Edwards Inc 10 368 5,89 393 15,29
2025-07-22 NP JUST - Goldman Sachs JUST U.S. Large Cap Equity ETF 1 553 1,37 54 −5,36
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 6 693 5,34 253 14,48
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 5 559 33,57 190 23,38
2025-08-25 NP MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class 14 389 545
2025-07-21 13F Ameritas Advisory Services, LLC 34 1
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 334 831 2,51 11 471 −5,36
2025-08-12 13F Global Retirement Partners, LLC 77 3
2025-08-13 13F EverSource Wealth Advisors, LLC 1 458 90,09 55 111,54
2025-08-14 13F Mercer Global Advisors Inc /adv 6 978 2,60 264 11,86
2025-08-14 13F Macquarie Group Ltd 251 186 311,55 9 512 347,62
2025-07-28 NP VVMCX - Mid Cap Value Fund 106 234 202,28 3 675 183,49
2025-08-28 NP XRT - SPDR(R) S&P(R) Retail ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 118 539 31,43 4 489 43,01
2025-08-14 13F Aqr Capital Management Llc 205 016 310,46 7 764 346,66
2025-08-12 13F Prudential Financial Inc 11 201 35,29 457 58,33
2025-07-25 13F Fifth Third Wealth Advisors LLC 5 405 205
2025-08-06 13F Rialto Wealth Management, LLC 6 0
2025-03-28 NP JPUS - JPMorgan Diversified Return U.S. Equity ETF 11 624 2,00 431 −6,10
2025-08-14 13F UBS Group AG 812 674 12,52 30 776 22,41
2025-08-19 13F Advisory Services Network, LLC 23 126 32,22 815 34,05
2025-08-13 13F M&t Bank Corp 41 487 95,32 1 571 112,58
2025-08-13 13F Cooper Creek Partners Management Llc 96 600 4
2025-08-12 13F Clearbridge Investments, LLC 782 188 40,15 29 621 52,47
2025-08-12 13F Franklin Resources Inc 15 869 1,34 601 10,09
2025-06-24 NP SWMCX - Schwab U.S. Mid-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 21 131 14,18 724 5,39
2025-08-13 13F Blueshift Asset Management, LLC 40 658 257,09 1 540 288,64
2025-08-15 NP Royce Value Trust Inc 214 699 3,41 8 131 12,49
2025-08-01 13F William Allan, Llc 19 892 753
2025-08-14 13F Rafferty Asset Management, LLC 12 203 9,89 462 19,69
2025-07-15 13F Maseco Llp 724 27
2025-08-14 13F Aryeh Capital Management Ltd. 220 500 8 350
2025-07-08 13F Webster Bank, N. A. 39 1
2025-07-21 13F Vaughan Nelson Investment Management, L.p. 2 452 908 19,93 92 892 130 732,39
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 555 5,31 19 0,00
2025-08-20 NP QMNIX - AQR Equity Market Neutral Fund Class I Short −116 010 3,85 −4 393 12,99
2025-08-18 13F/A National Bank Of Canada /fi/ 251 10
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 12 610 38,86 478 50,95
2025-08-14 13F Sei Investments Co 784 027 11,62 29 691 21,44
2025-08-20 NP QLEIX - AQR Long-Short Equity Fund Class I Short −225 854 −3,63 −8 553 4,84
2025-08-26 NP GFSYX - Strategic Alternatives Fund Institutional −199 8,79
2025-07-22 NP GMVAX - Goldman Sachs Small/Mid Cap Value Fund Class A 19 086 660
2025-08-25 NP ETEGX - Eaton Vance Small-Cap Fund Class A 98 165 9,41 3 718 19,02
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 152 377 2,59 5 771 11,61
2025-08-08 13F Crossmark Global Holdings, Inc. 16 050 1,00 608 9,76
2025-08-08 13F Geode Capital Management, Llc 2 324 020 0,48 88 024 9,29
2025-07-22 13F Merit Financial Group, LLC 5 563 211
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 34 733 17,38 1 315 27,79
2025-08-25 NP QWVOX - Clearwater Small Companies Fund 50 960 1 930
2025-08-14 13F Bayberry Capital Partners LP 112 600 4 264
2025-08-11 13F Symphony Financial, Ltd. Co. 20 829 789
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 6 424 4,88 220 −3,08
2025-08-27 NP RYDEX VARIABLE TRUST - Retailing Fund Variable Annuity 477 4,15 18 20,00
2025-07-16 13F/A CX Institutional 421 186,39 0
2025-08-28 NP ARABX - Aristotle Small Cap Equity Fund II Class A 36 636 11,98 1 387 21,88
2025-08-26 NP EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB 81 541 3 088
2025-08-14 13F Freestone Grove Partners LP 27 048 126,23 1 024 146,15
2025-06-26 NP SMCO - Hilton Small-MidCap Opportunity ETF 40 164 8,16 1 376 −0,15
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 38 011 0,70 1 302 −7,00
2025-08-07 13F Commerce Bank 1 262 530 3,98 47 812 13,13
2025-08-27 NP RYRIX - Retailing Fund Investor Class 1 437 10,03 54 20,00
2025-07-16 13F Dakota Wealth Management 5 848 221
2025-08-08 13F Mv Capital Management, Inc. 1 0
2025-08-28 NP SMMD - iShares Russell 2500 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 29 523 3,87 1 118 13,04
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