XC4 Institusjonelt eierskap, Kjøpere

Institusjonelt- og fondseierskap - Kjøpere

De største eierne som har åpnet nye posisjoner i CBIZ, Inc. inkluderer JATTX - Janus Henderson Triton Fund Class T, XFBRX - Mid Cap Portfolio Investor Class, Montrusco Bolton Investments Inc., JAVTX - Janus Henderson Venture Fund Class T, Franklin Resources Inc, Ananym Capital Management, LP, PNSAX - Putnam Small Cap Growth Fund Class C shares, FIIAX - Fidelity Advisor Mid Cap II Fund Class A, FRMPX - Nuveen Small Cap Growth Opportunities Fund Class A, CIBC World Markets Inc., FRSLX - Nuveen Mid Cap Growth Opportunities Fund Class A, WBCIX - William Blair Small-Mid Cap Core Fund Class I, Whetstone Capital Advisors, LLC, JHSC - John Hancock Multifactor Small Cap ETF, OWTEX - Old Westbury Total Equity Fund, Glenmede Investment Management, LP, PENN SERIES FUNDS INC - Small Cap Growth Fund, Holocene Advisors, LP, Helium Advisors LLC, og ALIL - Argent Focused Small Cap ETF .

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	Aksjer	Δ Aksjer (%)	Rapportert verdi ($1000)	Verdi (%)
2025-08-13	13F	Jump Financial, LLC		5 902		423
2025-08-14	13F	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.		29 529	0,80	2 117	−4,68
2025-08-26	NP	OGGFX - JPMorgan Small Cap Growth Fund Class I		493 703	45,04	35 403	37,10
2025-07-30	13F	Ethic Inc.		3 767	21,56	268	12,18
2025-08-14	13F	State Of Wisconsin Investment Board		4 817	3,30	345	−2,27
2025-07-22	13F	Valeo Financial Advisors, LLC		14 737	22,03	1 057	15,28
2025-08-29	NP	JAFEX - Total Stock Market Index Trust NAV		838	3,84	60	−1,64
2025-08-14	13F	Royal Bank Of Canada		461 450	16,45	33 089	10,07
2025-08-26	NP	EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K		17 080	3,08	1 225	−2,55
2025-08-13	13F	EverSource Wealth Advisors, LLC		722	165,44	52	155,00
2025-07-31	13F	State of New Jersey Common Pension Fund D		26 068	13,22	1 869	7,04
2025-07-24	13F	Callan Family Office, LLC		15 568	25,32	1 116	18,47
2025-08-14	13F	Voloridge Investment Management, Llc		27 021		1 938
2025-05-15	NP	PSC - Principal U.S. Small-Cap Multi-Factor Index ETF		27 935	2,43	2 119	−5,02
2025-06-27	NP	EBIT - Harbor AlphaEdge Small Cap Earners ETF		103	0,98	7	−12,50
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		1 265 826	6,34	90 772	0,52
2025-08-27	NP	WSGRX - Ivy Small Cap Growth Fund Class R		296 985	3,02	21 297	−2,62
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		1 294 353	2,18	92 818	−3,41
2025-08-14	13F	Macquarie Group Ltd		429 339	0,29	30 788	−5,19
2025-04-28	NP	BCUS - Bancreek U.S. Large Cap ETF		41 234	14,49	3 223	8,37
2025-07-22	13F	McElhenny Sheffield Capital Management, LLC		169 000		156
2025-08-14	13F	Goldman Sachs Group Inc		521 650	41,04	37 408	33,32
2025-08-25	NP	Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class		5 353	10,42	384	4,36
2025-08-22	NP	VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class		2 636	6,81	189	1,07
2025-08-01	13F	Teacher Retirement System Of Texas		7 758	17,47	556	11,20
2025-07-25	NP	WSML - iShares MSCI World Small-Cap ETF		2 639		191
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		13 295	5,26	905	−16,44
2025-07-31	13F	Nisa Investment Advisors, Llc		2 180	1,82	156	−3,70
2025-07-24	13F	Blair William & Co/il		434 498	1,61	31 158	−3,95
2025-08-26	NP	IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV		10 646	9,36	763	3,39
2025-08-14	13F	Whetstone Capital Advisors, LLC		11 385		816
2025-08-28	NP	SMLV - SPDR SSGA US Small Cap Low Volatility Index 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		10 138	136,76	727	124,07
2025-08-13	13F	Arizona State Retirement System		14 986	15,66	1 075	9,37
2025-07-18	13F	BloombergSen Inc.		1 119 362	9,49	80 269	3,50
2025-08-22	NP	SZCAX - DWS Small Cap Core Fund Class A		119 349	11,54	8 559	5,43
2025-08-14	13F	Holocene Advisors, LP		5 577		400
2025-08-14	13F	Glenmede Investment Management, LP		7 315		525
2025-08-08	13F	Geode Capital Management, Llc		1 224 142	8,56	87 794	2,61
2025-07-25	13F	JustInvest LLC		17 993	148,56	1 290	134,97
2025-08-14	13F	Bnp Paribas Arbitrage, Sa		5 700	67,80	409	58,75
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		12 972	40,92	1 113	75,55
2025-07-28	NP	DWAS - Invesco DWA SmallCap Momentum ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		80 982	12,13	5 850	3,63
2025-08-08	13F	Police & Firemen's Retirement System of New Jersey		11 836	15,89	849	9,56
2025-07-28	NP	VCSLX - Small Cap Index Fund		20 652	12,82	1 492	4,27
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		14 954	2,60	1 018	−18,56
2025-08-18	NP	PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I		13 963	13,13	1 001	6,94
2025-07-29	NP	CLSE - Convergence Long/Short Equity ETF	Short	−3 092		−223
2025-05-05	13F	Lindbrook Capital, Llc		192	1,59	15	−6,67
2025-08-14	13F	Freestone Grove Partners LP		3 938		282
2025-08-14	13F	Waters Parkerson & Co., Llc		398 702	30,94	28 591	23,78
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		483 504	2,30	32 927	−18,82
2025-08-14	13F	Helium Advisors LLC		5 500		394
2025-08-07	13F	Commerce Bank		8 121	0,68	582	−4,75
2025-03-24	NP	JSMD - Janus Henderson Small/Mid Cap Growth Alpha ETF		17 592	2,09	1 510	27,13
2025-08-14	13F	Lazard Asset Management Llc		960	3,45	0
2025-08-29	NP	STXK - Strive Small-Cap ETF		1 567	8,67	112	2,75
2025-08-14	13F	Bank Of America Corp /de/		454 551	0,29	32 596	−5,20
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		735	9,38	53	1,92
2025-07-29	13F	William Blair Investment Management, Llc		303 146		21 739
2025-08-27	NP	RYRUX - Russell 2000 2x Strategy Fund A-Class Shares		267	10,79	19	5,56
2025-08-22	NP	FIIAX - Fidelity Advisor Mid Cap II Fund Class A 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		50 900		3 650
2025-07-28	NP	HDG - ProShares Hedge Replication ETF		63	12,50	5	0,00
2025-08-11	13F	Great Lakes Advisors, Llc		43 288	16,76	3 104	10,38
2025-08-27	NP	JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)		3 262	13,62	234	7,37
2025-08-14	13F	Janus Henderson Group Plc		701 468	3 541,53	50 302	3 381,04
2025-08-11	13F	Citigroup Inc		44 064	14,91	3 160	8,63
2025-08-13	13F	MetLife Investment Management, LLC		31 237	12,07	2 240	5,96
2025-08-26	NP	EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB		60 948	9,99	4 371	3,97
2025-08-12	13F	Jpmorgan Chase & Co		985 958	30,85	70 703	23,69
2025-08-29	NP	JATTX - Janus Henderson Triton Fund Class T		355 044		25 460
2025-08-26	NP	WCMJX - WCM Focused Small Cap Fund Investor Class Shares		2 612		187
2025-07-10	13F	Wealth Enhancement Advisory Services, Llc		53 319	39,07	3 933	35,21
2025-08-13	13F	Burgundy Asset Management Ltd.		2 321 198	4,55	166 453	−1,17
2025-08-05	13F	Huntington National Bank		2 228	15,68	160	8,90
2025-08-06	NP	LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class		40 146	13,58	2 879	7,35
2025-08-14	13F	Xponance, Inc.		4 078	12,65	292	6,57
2025-06-26	NP	KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares		209	6,09	14	−12,50
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		6 613	10,11	474	4,18
2025-06-26	NP	FCPGX - Fidelity Small Cap Growth 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		433 076	43,46	29 492	13,86
2025-08-27	NP	RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity		14	7,69	1
2025-08-20	NP	NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II		9 843	17,51	706	11,02
2025-08-28	NP	Humankind Benefit Corp - Humankind US Stock ETF		223	175,31	16	150,00
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		62 864	10,75	4 508	4,67
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		26 421	6,42	1 895	0,58
2025-08-26	NP	Profunds - Profund Vp Small-cap		120	11,11	9	0,00
2025-08-12	13F	Ameritas Investment Partners, Inc.		5 353	10,42	384	4,36
2025-07-24	13F	Us Bancorp \de\		1 548	0,78	111	−4,31
2025-08-14	13F	Quantinno Capital Management LP		6 374	119,57	457	107,73
2025-08-13	13F	Falcon Edge Capital, LP		232 021	162,19	16 638	147,85
2025-06-26	NP	OWTEX - Old Westbury Total Equity Fund		9 647		657
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		1 678 526	11,87	120 367	5,75
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		4 913	21,82	352	15,41
2025-06-26	NP	FRMPX - Nuveen Small Cap Growth Opportunities Fund Class A This fund is a listed as child fund of Nuveen Asset Management, 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		44 248		3 013
2025-08-14	13F	Sei Investments Co		27 683	14,83	1 985	8,59
2025-08-11	13F	Empowered Funds, LLC		60 315	49,78	4 325	41,62
2025-08-13	13F	Capital Research Global Investors		2 986 959	10,34	214 195	4,30
2025-08-14	13F	Raymond James Financial Inc		1 845		132
2025-08-14	13F	CIBC World Markets Inc.		35 199		2 524
2025-08-26	NP	LCORX - Leuthold Core Investment Fund Retail Class	Short	−4 349		−312
2025-08-14	13F	Wellington Management Group Llp		417 192	1,71	29 917	−3,86
2025-06-18	NP	RTSSX - Tax-Managed U.S. Mid & Small Cap Fund Class S		42 962	41,99	2 926	12,67
2025-07-09	13F	Harbor Capital Advisors, Inc.		104	1,96	0
2025-07-14	13F	UMA Financial Services, Inc.		11		1
2025-08-06	13F	Summit Creek Advisors LLC		306 318	0,73	21 966	−4,78
2025-08-13	13F	Capital World Investors		1 608 204	29,57	115 324	22,48
2025-08-26	NP	PENN SERIES FUNDS INC - Small Cap Growth Fund		6 346		455
2025-08-14	13F	Ubs Asset Management Americas Inc		172 867	20,66	12 396	14,06
2025-08-29	NP	QSML - WisdomTree U.S. SmallCap Quality Growth Fund		546	1,68	39	−2,50
2025-08-14	13F	Verition Fund Management LLC		7 117		510
2025-07-22	13F	Fenimore Asset Management Inc		432 377	0,01	31 006	−5,46
2025-08-07	13F	Mawer Investment Management Ltd.		128 668		9 227
2025-07-29	NP	SMXAX - SIIT Extended Market Index Fund - Class A		7 645	13,34	552	4,74
2025-06-26	NP	FKICX - Fidelity Small Cap Stock K6 Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		2 599	33,21	177	5,39
2025-07-28	NP	MCSCX - M3Sixty Small Cap Growth Fund Institutional Class Shares		2 236	7,76	162	−0,62
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		32 436	9,83	2 326	3,79
2025-08-07	13F	Allworth Financial LP		7	40,00	1
2025-08-14	13F	Bridgefront Capital, LLC		3 967		284
2025-08-05	13F	Corton Capital Inc.		3 177		228
2025-08-20	NP	WBCIX - William Blair Small-Mid Cap Core Fund Class I		11 449		821
2025-08-14	13F	Manufacturers Life Insurance Company, The		29 047	2,62	2 083	−3,03
2025-08-26	NP	PENN SERIES FUNDS INC - Small Cap Value Fund		5 791	45,14	415	161,01
2025-07-30	NP	FCTDX - Strategic Advisers Fidelity U.S. Total Stock Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		129 591	16,37	9 362	7,54
2025-08-14	13F	UBS Group AG		254 986	68,51	18 285	59,30
2025-08-14	13F	Wells Fargo & Company/mn		46 284	7,88	3 319	2,00
2025-08-05	13F	Bank of New York Mellon Corp		163 157	9,09	11 700	3,12
2025-08-13	13F	Bare Financial Services, Inc		19	137,50	1
2025-08-07	13F	Zions Bancorporation, National Association /ut/		25 572	43,62	1 834	35,78
2025-08-12	13F	Franklin Resources Inc		109 122		7 825
2025-08-26	NP	NSIDX - Northern Small Cap Index Fund		24 245	10,66	1 739	4,57
2025-08-11	13F	Brown Brothers Harriman & Co		117		8
2025-08-14	13F	Balyasny Asset Management Llc		4 969	4,85	356	−0,84
2025-08-14	13F	Susquehanna International Group, Llp	Put	4 700		337
2025-08-14	13F	Susquehanna International Group, Llp		124 265	26,52	8 911	19,61
2025-06-26	NP	ETTOX - E*TRADE No Fee Total Market Index Fund		5		0
2025-08-14	13F	Susquehanna International Group, Llp	Call	6 100	3,39	437	−2,24
2025-08-28	NP	IWO - iShares Russell 2000 Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		458 762	7,76	32 898	1,87
2025-08-29	NP	JAFVX - Strategic Equity Allocation Trust Series NAV		7 745	12,80	555	6,73
2025-08-12	13F	BlackRock, Inc.		3 789 822	6,18	271 768	0,37
2025-08-14	13F	Aster Capital Management (DIFC) Ltd		286		21
2025-08-13	13F	Russell Investments Group, Ltd.		74 688	16,94	5 356	10,53
2025-03-28	NP	GSAOX - Goldman Sachs Small Cap Growth Insights Fund Class A		9 501	39,19	815	73,40
2025-08-14	13F/A	Barclays Plc		102 278	66,27	7	75,00
2025-08-19	NP	Securian Funds Trust - SFT Ivy Small Cap Growth Fund		40 971	5,11	2 938	−0,64
2025-06-26	NP	FJACX - Fidelity Series Small Cap Discovery 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		114 000	9,72	7 763	−12,92
2025-03-25	NP	FAD - First Trust Multi Cap Growth 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		2 850	257,14	245	343,64
2025-08-14	13F	Ananym Capital Management, LP		102 750		7 368
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		6 466	7,46	440	−14,73
2025-08-05	13F	Geneva Capital Management Llc		450 004	5,88	32 270	0,09
2025-08-13	13F	Jones Financial Companies Lllp		488	18,16	35	13,33
2025-08-06	13F	BNP Paribas Asset Management Holding S.A.		483		0
2025-07-29	13F	Cannon Global Investment Management, LLC		6 500		466
2025-08-14	13F	Ameriprise Financial Inc		144 290	89,81	10 347	79,45
2025-08-22	NP	Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1		39 800	537,21	2 854	503,38
2025-06-27	NP	RSSL - Global X Russell 2000 ETF		29 108	6,54	1 982	−15,44
2025-08-07	13F	CENTRAL TRUST Co		272	38,07	20	35,71
2025-08-12	13F	LPL Financial LLC		46 742	22,42	3 352	19,25
2025-06-26	NP	FOCSX - Fidelity Small Cap Growth K6 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		215 958	62,36	14 707	28,85
2025-08-12	13F	Segall Bryant & Hamill, Llc		200 835	20,65	14 402	14,05
2025-08-26	NP	VVICX - Voya VACS Index Series SC Portfolio		3 667	14,81	263	8,26
2025-08-12	13F	Handelsbanken Fonder AB		462 000	33,14	33	26,92
2025-08-27	NP	VMNFX - Vanguard Market Neutral 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	Short	−38 288	164,37	−2 746	150,00
2025-06-26	NP	FSLCX - Fidelity Small Cap Stock 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		210 152	56,71	14 311	24,37
2025-08-27	NP	RYRRX - Russell 2000 Fund Class A		123	10,81	9	0,00
2025-08-12	13F	Deutsche Bank Ag\		156 487	6,94	11 222	1,09
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		830 186	8,83	59 533	2,88
2025-08-04	13F	Strs Ohio		91 800	0,66	6 583	−4,86
2025-07-14	13F	Argent Capital Management Llc		89 666	0,78	6 430	−4,74
2025-07-28	NP	NBMIX - Neuberger Berman Small Cap Growth Fund Investor Class		72 659	2,34	5 249	−5,42
2025-07-15	13F	Public Employees Retirement System Of Ohio		114 259	3,76	8 194	−1,92
2025-08-11	13F	CBIZ Investment Advisory Services, LLC		4 438	1,12	318	−4,22
2025-06-27	NP	SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1		5 447	2,58	371	−18,68
2025-08-13	13F	Norges Bank		25 689		1 842
2025-08-14	13F	California State Teachers Retirement System		48 867	16,76	3 504	10,36
2025-07-25	13F	Montrusco Bolton Investments Inc.		233 390		16 736
2025-08-14	13F	State Street Corp		1 210 801	4,59	86 827	−1,14
2025-08-27	NP	Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A		93 334	3,60	6 693	−2,08
2025-08-22	NP	XFBRX - Mid Cap Portfolio Investor Class		248 200		17 798
2025-08-26	NP	EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB		8 493	15,71	609	9,53
2025-07-30	NP	ALIL - Argent Focused Small Cap ETF		4 431		320
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		1 427	39,36	102	32,47
2025-07-23	13F	Klp Kapitalforvaltning As		10 700	22,99	767	16,39
2025-07-31	13F	Quest Partners LLC		17		1
2025-07-29	13F	Vista Finance, Llc		3 856	4,05	277	−1,78
2025-07-14	13F	AdvisorNet Financial, Inc		240		17
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		34 100	5,77	2 322	−16,05
2025-08-27	NP	RYMKX - Russell 2000 1.5x Strategy Fund Class H		74	10,45	5	0,00
2025-08-14	NP	FLSPX - SPECTRUM FUND Retail Class	Short	−18 333	7,51	−1 315	1,62
2025-08-26	NP	JDSCX - JPMorgan Small Cap Blend Fund Class I		111 149	42,11	7 970	34,33
2025-03-24	NP	JSML - Janus Henderson Small Cap Growth Alpha ETF		60 723	35,12	5 211	68,23
2025-08-07	13F	Zurcher Kantonalbank (Zurich Cantonalbank)		9 158	14,39	657	8,07
2025-08-26	NP	QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series		90 840	11,22	6 514	5,15
2025-08-27	NP	VISGX - Vanguard Small-Cap Growth 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		700 632	4,93	50 242	−0,81
2025-06-26	NP	JHSC - John Hancock Multifactor Small Cap ETF		10 720		730
2025-06-26	NP	USMIX - Extended Market Index Fund		6 134	4,48	418	−17,10
2025-05-30	NP	SVOAX - Simt Us Managed Volatility Fund Class F		372	17,72	28	12,00
2025-07-28	NP	MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF		2 129	15,77	154	6,99
2025-08-19	NP	NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Growth Stock Portfolio		97 980	2,21	7 026	−3,38
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		32 003	17,97	2 179	−6,36
2025-06-25	NP	FIDU - Fidelity MSCI Industrials 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		10 804	2,56	736	−18,60
2025-08-14	13F	Silvercrest Asset Management Group Llc		876 015	23,88	62 819	17,11
2025-07-22	NP	DSMFX - Destinations Small-Mid Cap Equity Fund Class I		1 317	3,13	95	−4,04
2025-06-25	NP	PAHTX - PGIM Jennison NextGeneration Global Opportunities Fund Class C		1 512		103
2025-06-26	NP	FRSLX - Nuveen Mid Cap Growth Opportunities Fund Class A This fund is a listed as child fund of Nuveen Asset Management, 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		26 589		1 811
2025-08-06	13F	Commonwealth Equity Services, Llc		18 828	0,28	1	0,00
2025-06-24	NP	Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF		417	59,77	28	27,27
2025-03-25	NP	FYC - First Trust Small Cap Growth 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		29 025	351,12	2 491	462,08
2025-08-11	13F	Vanguard Group Inc		5 081 040	9,23	364 361	3,25
2025-08-12	13F	Swiss National Bank		98 100	12,11	7 035	5,98
2025-04-29	13F	Financial Network Wealth Management LLC		727		0
2025-06-17	NP	GSEQX - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares		13 091	29,33	891	2,65
2025-08-22	NP	DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A		8 030	10,58	576	4,55
2025-06-27	NP	SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1		33 158	10,05	2 258	−12,65
2025-08-14	13F	Strategic Wealth Designers		515		37
2025-08-04	13F	Assetmark, Inc		938	3,65	67	−1,47
2025-07-29	NP	ISMD - Inspire Small/Mid Cap Impact ETF		4 667	1,90	337	−5,87
2025-08-26	NP	GRZZX - Leuthold Grizzly Short Fund	Short	−2 804		−201
2025-05-15	13F	Glenmede Trust Co Na		4 454	5,57	338	−2,32
2025-08-14	13F	Citadel Advisors Llc		176 184	312,74	12 634	290,18
2025-08-29	NP	JAVTX - Janus Henderson Venture Fund Class T		206 867		14 834
2025-08-15	13F	Morgan Stanley		3 250 399	4,16	233 086	−1,54
2025-08-12	13F	Prudential Financial Inc		6 637	80,35	492	75,09
2025-08-25	NP	TMCAX - RBC SMID Cap Growth Fund A Shares		20 580	29,68	1 476	22,61
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
2025-07-16	13F	Signaturefd, Llc		1 025	9,16	74	2,82
2025-08-26	NP	GLBIX - Leuthold Global Fund Institutional Class	Short	−79		−6
2025-08-14	13F	Voya Investment Management Llc		14 313	10,70	1 026	4,69
2025-08-27	NP	Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A		18 857	13,69	1 352	7,47
2025-08-14	13F	Comerica Bank		9 690	2,43	695	−3,21
2025-08-29	NP	JAEWX - Small Cap Index Trust NAV		10 009	8,37	718	2,43
2025-08-11	13F	Premier Fund Managers Ltd		818 514	0,93	58	−3,33
2025-07-25	NP	CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class		76 530	83,34	5 529	69,41
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		9 173	17,29	625	−7,00
2025-08-15	13F	Tower Research Capital LLC (TRC)		5 516	297,41	396	276,19
2025-08-13	13F	Pictet Asset Management Holding SA		7 069	23,54	507	16,59
2025-08-26	NP	PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares		920		66
2025-06-24	NP	BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF		16 784	11,51	1 143	−11,54
2025-08-14	13F	Optiver Holding B.V.		406	24,54	29	20,83
2025-03-28	NP	PRN - Invesco DWA Industrials 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		77 024	53,47	6 609	89,75
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		240 538	9,62	17 376	1,30
2025-07-31	13F	Caitong International Asset Management Co., Ltd		117	3 800,00	8
2025-08-13	13F	Hsbc Holdings Plc		5 552		395
2025-08-14	13F	Fmr Llc		1 860 903	79,63	133 445	69,80
2025-06-26	NP	FSCRX - Fidelity Small Cap Discovery 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		144 483	22,44	9 839	−2,82
2025-08-26	NP	PENN SERIES FUNDS INC - Small Cap Index Fund		1 540	6,94	110	0,92
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		29 199	0,17	2 109	−7,42
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		119 276	2,83	8 123	−18,40
2025-08-12	13F	Charles Schwab Investment Management Inc		555 232	5,94	39 816	0,14
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		22 811	2,23	1 553	−18,86
2025-03-25	NP	FYX - First Trust Small Cap Core 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		29 522	242,76	2 533	327,15
2025-08-07	13F	ProShare Advisors LLC		10 752	3,63	771	−2,03
2025-08-01	13F	Bessemer Group Inc		447 844	4,66	32	0,00
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		14 167	0,67	1 023	−7,00
2025-08-27	NP	JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)		1 288	105,10	92	95,74
2025-07-14	13F	CHICAGO TRUST Co NA		3 052		219
2025-08-12	13F	Rhumbline Advisers		80 821	11,88	5 796	5,77
2025-07-17	13F	One Wealth Advisors, LLC		3 197	4,20	229	−1,29
2025-08-27	NP	BBGSX - Bridge Builder Small/Mid Cap Growth Fund		10 882	16,35	780	10,01
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		2 334	5,14	159	−16,84
2025-08-15	13F	Great West Life Assurance Co /can/		21 830	13,29	2	0,00
2025-06-26	NP	DFUS - Dimensional U.S. Equity ETF		11 254	9,23	766	−13,35
2025-08-11	13F	Principal Securities, Inc.		202	18,82	14	7,69
2025-08-11	13F	Rothschild Investment Llc		60	9,09	4	0,00
2025-08-13	13F	Marshall Wace, Llp		112 011		8 032
2025-08-26	NP	EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB		1 892	7,50	136	1,50
2025-07-24	13F	CWM Advisors, LLC		5 455	20,39	391	13,99
2025-08-08	13F/A	Sterling Capital Management LLC		12 946	25 284,31	928	30 833,33
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		71 260	5,31	5 148	−2,68
2025-08-15	13F	CI Private Wealth, LLC		9 747	4,37	694	−1,98
2025-08-26	NP	Profunds - Profund Vp Ultrasmall-cap		183	5,78	13	0,00
2025-08-22	NP	VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class		1 129	3,39	81	−2,44
2025-08-26	NP	PNSAX - Putnam Small Cap Growth Fund Class C shares		75 300		5 400
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		35 449	18,44	2 542	11,98
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		19 990	0,60	1 361	−20,18
2025-08-25	NP	SMCWX - SMALLCAP WORLD FUND INC Class A		4 230 982	26,31	303 404	19,40
2025-07-23	13F	Roundview Capital LLC		47 327	17,08	3 394	10,67

DE:XC4 / CBIZ, Inc. - Institusjonelt eierskap - Kjøpere

Institusjonelt- og fondseierskap - Kjøpere

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