BPOP Institusjonelt eierskap, Kjøpere

Institusjonelt- og fondseierskap - Kjøpere

De største eierne som har åpnet nye posisjoner i Popular, Inc. inkluderer FGIPX - Delaware Growth and Income Fund Institutional Class, DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard, FSUVX - Fidelity SAI U.S. Low Volatility Index Fund, Susquehanna Portfolio Strategies, LLC, Symphony Financial, Ltd. Co., Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund, Lighthouse Investment Partners, LLC, LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class, SJCAX - Steward Large Cap Core Fund Class A, CLCEX - Multi-Manager Large Cap Growth Strategies Fund Institutional Class, Ramirez Asset Management, Inc., FELV - Fidelity Enhanced Large Cap Value ETF, Gamco Investors, Inc. Et Al, Persistent Asset Partners Ltd, Brighton Jones Llc, Precision Wealth Strategies, LLC, Buckingham Strategic Partners, DRW Securities, LLC, Integrated Wealth Concepts LLC, og Ibex Wealth Advisors .

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 (%)
2025-08-22	NP	CDEI - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF		86		9
2025-07-11	13F/A	Umb Bank N A/mo		6		1
2025-07-24	13F	Us Bancorp \de\		2 691	1,43	297	20,82
2025-08-27	NP	RYDEX VARIABLE TRUST - Banking Fund Variable Annuity		689	62,50	76	92,31
2025-08-14	13F	Integrated Wealth Concepts LLC		5 240		578
2025-08-26	NP	IPMIX - Voya Index Plus MidCap Portfolio Class I		29 276	8,35	3 227	29,30
2025-08-08	13F	Creative Planning		7 938	10,43	875	31,83
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		40 573	0,12	4 201	3,22
2025-07-25	NP	BRSDX - MFS Blended Research Small Cap Equity Fund A		46 532	0,52	4 817	3,64
2025-08-14	13F	Sciencast Management LP		13 247		1 460
2025-06-23	NP	IYG - iShares U.S. Financial Services 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		19 301	0,61	1 842	−6,74
2025-08-14	13F/A	Skopos Labs, Inc.		547	5,60	60	27,66
2025-06-26	NP	FSUVX - Fidelity SAI U.S. Low Volatility 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		82 092		7 833
2025-08-06	13F	BNP Paribas Asset Management Holding S.A.		642		0
2025-08-14	13F	Jane Street Group, Llc	Call	37 600	102,15	4 144	141,15
2025-07-25	NP	PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A		113	13,00	12	10,00
2025-08-14	13F	Jane Street Group, Llc		206 105	45,20	22 715	73,24
2025-06-27	NP	DASVX - Dunham Small Cap Value Fund Class A		5 715	133,84	545	117,13
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		3 050	5,61	291	−2,02
2025-08-11	13F	Alps Advisors Inc		4 019	1,23	443	20,77
2025-08-14	13F	Summit Trail Advisors, Llc		2 981		333
2025-08-14	13F	Bank Of America Corp /de/		443 188	10,14	48 844	31,41
2025-08-28	NP	SEIV - SEI Enhanced U.S. Large Cap Value Factor ETF		37 833	5,37	4 170	25,72
2025-03-27	NP	WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio		2 100		216
2025-09-04	13F/A	Advisor Group Holdings, Inc.		1 515	63,61	164	92,94
2025-07-24	NP	ONEQ - Fidelity Nasdaq Composite Index Tracking Stock 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		19 956	33,27	2 066	37,46
2025-05-14	13F	Keeley-Teton Advisors, LLC		28 526	0,06	2 635	−1,75
2025-08-14	13F	Colony Group, LLC		2 448	9,24	270	29,95
2025-07-29	NP	WPGTX - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL		3 306	101,22	342	107,27
2025-07-14	13F	AdvisorNet Financial, Inc		3		0
2025-06-26	NP	SJVCX - Steward Large Cap Value Fund Class C		8 700	521,43	830	603,39
2025-07-21	13F	Hilltop National Bank		1 297	31,28	143	54,35
2025-08-14	13F	Group One Trading, L.p.	Call	6 100		672
2025-08-14	13F	Group One Trading, L.p.		5 004		551
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		480	26,32	46	15,38
2025-08-13	13F	Panagora Asset Management Inc		268 448	9 769,41	29 586	11 686,85
2025-08-14	13F	Ieq Capital, Llc		79 261	113,62	8 735	154,89
2025-06-25	NP	REVS - Columbia Research Enhanced Value ETF		366	8,28	35	0,00
2025-08-11	13F	Covestor Ltd		397	194,07	0
2025-07-25	NP	BMSFX - MFS Blended Research Mid Cap Equity Fund A		222 711	29,21	23 057	33,19
2025-08-08	13F	Atlantic Trust, LLC		13		1
2025-08-13	13F	EverSource Wealth Advisors, LLC		2 750	735,87	303	910,00
2025-08-18	13F/A	Nomura Holdings Inc		32 045		3 532
2025-08-14	13F	Wiley Bros.-aintree Capital, Llc		5 089	24,27	561	49,33
2025-07-29	NP	SLPAX - Siit Small Cap Fund - Class A		10 840	4,03	1 122	7,27
2025-08-07	13F	Acadian Asset Management Llc		188 960	47,33	21	81,82
2025-08-14	13F	Mercer Global Advisors Inc /adv		7 146	51,72	788	80,92
2025-06-26	NP	FLCOX - Fidelity Large 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		27 111	5,08	2 587	−2,60
2025-06-27	NP	ESCQX - Embark Small Cap Equity Fund Retirement Class		82 555	10,48	7 877	2,42
2025-05-22	NP	VMAX - Hartford US Value ETF		1 447	1,40	134	−0,75
2025-08-15	13F	Harvest Fund Management Co., Ltd		644		0
2025-08-13	13F	Jones Financial Companies Lllp		175		19
2025-07-22	13F	Knights of Columbus Asset Advisors LLC		29 662	1,20	3 269	20,76
2025-08-08	13F	Crossmark Global Holdings, Inc.		120 700	41,04	13 302	68,29
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		752 201	12,45	71 775	4,23
2025-08-14	NP	FLMFX - MUIRFIELD FUND Retail Class		51 429	97,82	5 668	136,03
2025-08-11	13F	Persistent Asset Partners Ltd		6 566		724
2025-07-28	NP	AVSU - Avantis Responsible U.S. Equity ETF		3 441	10,89	356	14,47
2025-08-13	13F	Gabelli Funds Llc		32 148	167,90	3 543	219,77
2025-08-08	13F/A	Sterling Capital Management LLC		4 196	17,70	462	40,43
2025-07-22	13F	Merit Financial Group, LLC		8 625	12,20	951	33,80
2025-07-25	NP	BRWAX - MFS Blended Research Growth Equity Fund A		25 570	21,73	2 647	25,51
2025-08-14	13F	Two Sigma Advisers, Lp		155 800	9,72	17 171	30,91
2025-06-26	NP	DFSV - Dimensional US Small Cap Value ETF		226 162	21,90	21 580	12,99
2025-08-22	NP	CVLC - Calvert US Large-Cap Core Responsible Index ETF		805	6,48	89	27,54
2025-07-25	13F	Cwm, Llc		27 972	78,67	3	200,00
2025-06-26	NP	FDVLX - Fidelity Value 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		474 331	1,93	45 261	−5,51
2025-07-24	NP	FMCDX - Fidelity Advisor Stock Selector Mid Cap 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		279 754	35,21	28 963	39,39
2025-08-12	13F/A	Boston Partners		33 698	383,47	3 714	477,45
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A		1 869		206
2025-08-07	13F	Los Angeles Capital Management Llc		110 910	0,92	12 223	20,41
2025-08-01	13F	Teacher Retirement System Of Texas		23 186	1,65	2 555	21,32
2025-08-13	13F	Amundi		21 837	9 916,97	2 477	13 655,56
2025-07-29	NP	JMVNX - Mid Value Fund Class NAV		155 215	4,17	16 069	7,38
2025-08-14	13F	Alyeska Investment Group, L.P.		248 213	1,56	27 356	21,18
2025-08-12	13F	Dynamic Technology Lab Private Ltd		3 780	36,07	417	62,26
2025-08-08	13F	SG Americas Securities, LLC		228 028	363,40	25	525,00
2025-07-28	13F	Bayforest Capital Ltd		4 167		459
2025-08-13	13F	Mackenzie Financial Corp		258 265	135,68	28 463	181,20
2025-08-20	NP	QLFIX - AQR LSE Fusion Fund Class I		158		17
2025-08-06	13F	Penserra Capital Management LLC		1 890		0
2025-08-07	13F	Allworth Financial LP		384	2 158,82	42	4 100,00
2025-07-29	NP	VRVIX - Vanguard Russell 1000 Value 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		33 324	5,67	3 450	8,94
2025-08-20	NP	QCFIX - AQR CVX Fusion Fund Class I		187		21
2025-07-31	13F	Whipplewood Advisors, LLC		80	86,05	9	14,29
2025-08-14	NP	FLSPX - SPECTRUM FUND Retail Class		8 591	66,69	947	98,74
2025-03-27	NP	IIGIX - Voya Multi-Manager International Equity Fund Class I		29 766	15,97	3 064	33,80
2025-06-26	NP	DFAU - Dimensional US Core Equity Market ETF		12 715	4,51	1 213	−3,12
2025-08-14	13F	Nebula Research & Development LLC		9 579	1,26	1 056	20,85
2025-08-08	13F	Cetera Investment Advisers		9 614	48,02	1 060	76,79
2025-08-29	NP	DGRW - WisdomTree U.S. Quality Dividend Growth Fund N/A		119 994	0,60	13 225	20,03
2025-06-26	NP	JHMM - John Hancock Multifactor Mid Cap ETF		47 976	1,69	4 578	−5,75
2025-08-14	13F	EJF Capital LLC		9 496	2,57	1 047	22,34
2025-08-14	13F	Bnp Paribas Arbitrage, Sa		39 526	9,16	4 356	30,26
2025-08-28	NP	ONEO - SPDR Russell 1000 Momentum Focus 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		342	15,54	38	37,04
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		20 854	0,17	1 990	−7,19
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		3 201	1,91	305	−5,57
2025-08-15	13F	Binnacle Investments Inc		17	21,43	2	0,00
2025-06-27	NP	SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3		1 048	6,83	100	0,00
2025-08-13	13F	GeoWealth Management, LLC		173		19
2025-08-14	NP	FLDFX - BALANCED FUND Retail Class		17 753	138,42	1 957	184,72
2025-08-26	NP	DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard		172 464		19 007
2025-08-14	NP	FLRUX - CONSERVATIVE ALLOCATION FUND Retail Class		2 128	184,11	235	239,13
2025-08-21	NP	MXLSX - Great-West Loomis Sayles Small Cap Value Fund Investor Class		51 420	7,82	5 667	28,63
2025-08-14	NP	FLDOX - MODERATE ALLOCATION FUND Retail Class		4 713	178,71	519	232,69
2025-06-26	NP	HGXAX - Hartford Global Impact Fund Class A		36 423	1,74	3 475	−5,70
2025-08-22	NP	CVMC - Calvert US Mid-Cap Core Responsible Index ETF		483	0,62	53	20,45
2025-08-08	13F	Larson Financial Group LLC		6	20,00	1
2025-08-20	NP	QRPNX - AQR Alternative Risk Premia Fund Class N		8 746	2,45	964	22,21
2025-07-21	13F	111 Capital		12 546	154,43	1 383	203,74
2025-08-28	NP	KRE - SPDR(R) S&P Regional Banking(SM) 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		636 620	0,89	70 162	20,38
2025-08-14	13F	D. E. Shaw & Co., Inc.		93 168	34,21	10 268	60,14
2025-07-21	13F	Cromwell Holdings LLC		6		1
2025-08-20	NP	AQMIX - AQR Managed Futures Strategy Fund Class I		27 491	52,14	3 030	81,49
2025-08-12	13F	AlphaCore Capital LLC		3 252		361
2025-08-13	13F	Cerity Partners LLC		27 332	73,75	3 012	107,30
2025-08-14	13F	Boothbay Fund Management, Llc		44 651		4 921
2025-08-15	13F	Great West Life Assurance Co /can/		26 095	1,05	3	0,00
2025-07-29	NP	SUVAX - PGIM QMA LARGE-CAP VALUE FUND Class A		1 200		124
2025-08-26	NP	FTDS - First Trust Total US Market AlphaDEX 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		5 557	5,87	612	26,45
2025-07-07	13F	Versant Capital Management, Inc		1 246	51,77	137	82,67
2025-08-13	13F	Measured Wealth Private Client Group, LLC		4 585		505
2025-08-13	13F	Rsm Us Wealth Management Llc		7 381	3,42	815	22,59
2025-08-07	13F	Ibex Wealth Advisors		4 826		532
2025-08-14	NP	FLFGX - GLOBAL ALLOCATION FUND Retail Class		749	134,06	83	182,76
2025-08-13	13F	ExodusPoint Capital Management, LP		15 563		2
2025-08-14	13F	Two Sigma Investments, Lp		358 780	13,54	39 541	35,47
2025-07-14	13F	GAMMA Investing LLC		63		7
2025-08-11	13F	Principal Securities, Inc.		3 124	171,18	344	218,52
2025-08-22	NP	FMDE - Fidelity Enhanced Mid Cap ETF		4 139		456
2025-08-12	13F	O'shaughnessy Asset Management, Llc		74 511	68,79	8 212	101,40
2025-08-14	13F	Voleon Capital Management Lp		18 137	185,08	1 999	240,37
2025-08-12	13F	Aigen Investment Management, Lp		2 828	7,12	312	27,98
2025-08-14	13F	Infrastructure Capital Advisors, Llc		2 595		286
2025-07-16	13F	Stephenson National Bank & Trust		357		39
2025-08-14	13F	Interval Partners, LP		11 580		1 276
2025-08-14	13F	Fieldview Capital Management, LLC		22 355	15,90	2 464	38,29
2025-08-13	13F	Renaissance Technologies Llc		195 125	5 085,36	21 505	6 097,12
2025-07-09	13F	Sivia Capital Partners, LLC		2 287		252
2025-06-26	NP	DCOR - Dimensional US Core Equity 1 ETF		6 524	4,92	623	−2,81
2025-08-13	13F	Schroder Investment Management Group		169 357	13,73	18 665	36,96
2025-07-24	13F	Ramirez Asset Management, Inc.		13 408		1 478
2025-08-13	13F	Norges Bank		849 089		93 578
2025-06-25	NP	RDLAX - Columbia Disciplined Growth Fund Class A		33 906	586,36	3 235	536,81
2025-07-29	13F	Virginia Retirement Systems Et Al		9 000	28,57	992	53,41
2025-08-20	NP	QCELX - AQR Large Cap Multi-Style Fund Class I		72 810	12,86	8 024	34,68
2025-06-26	NP	LSVD - LSV Disciplined Value ETF		80	100,00	8	75,00
2025-08-14	13F	Quantinno Capital Management LP		91 369	50,91	10 070	80,06
2025-08-14	13F	Invenomic Capital Management LP		182 968	8,15	20 165	29,03
2025-07-25	NP	BRUDX - MFS Blended Research Value Equity Fund A		40 681	8,52	4 212	11,88
2025-08-20	NP	QSPIX - AQR Style Premia Alternative Fund Class I		58 053	52,82	6 398	82,38
2025-08-22	NP	VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class		3 689	5,01	407	25,31
2025-08-14	NP	FLDGX - DYNAMIC ALLOCATION FUND Retail Class		15 409	128,08	1 698	172,12
2025-08-20	NP	HWSM - Hotchkis & Wiley SMID Cap Diversified Value Fund		216	300,00	24	475,00
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		5 806	17,10	640	39,82
2025-08-05	13F	Simplex Trading, Llc	Call	3 700	32,14	0
2025-07-11	13F	Farther Finance Advisors, LLC		418	112,18	46	170,59
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		25 483	6,00	2 432	−1,74
2025-08-29	NP	STXM - Strive Mid-Cap ETF		353	6,01	39	26,67
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		10 863	5,79	1 125	9,02
2025-08-14	13F	Mml Investors Services, Llc		2 788	17,99	0
2025-07-28	NP	VCULX - Growth Fund		120		12
2025-08-14	13F	Headlands Technologies LLC		12 787	88,65	1 409	125,08
2025-08-25	NP	DVLU - First Trust Dorsey Wright Momentum & Value 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		9 189	1,49	1 013	21,05
2025-07-17	13F	Janney Montgomery Scott LLC		15 104	4,53	2	0,00
2025-06-27	NP	PCSGX - PACE Small/Medium Co Growth Equity Investments Class P		5 287	47,11	504	36,59
2025-07-29	NP	PSCNX - Penn Capital Special Situations Small Cap Equity Fund Institutional Class		7 879	7,95	816	11,19
2025-07-21	13F	Qrg Capital Management, Inc.		4 354	1,04	480	20,35
2025-03-31	NP	ZIG - The Acquirers Fund		16 363	3,02	1 684	18,84
2025-05-15	13F	CAPROCK Group, Inc.		5 578		517
2025-06-26	NP	FAVFX - Fidelity Advisor Value 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		21 870	1,53	2 087	−5,91
2025-07-09	13F	Baron Wealth Management LLC		3 510	59,91	387	91,09
2025-07-29	13F	Activest Wealth Management		48		5
2025-06-26	NP	SMLF - iShares Edge MSCI Multifactor USA Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		97 843	11,39	9 336	3,26
2025-08-12	13F	Magnetar Financial LLC		69 174		7 624
2025-08-22	NP	FELV - Fidelity Enhanced Large Cap Value ETF		9 854		1 086
2025-06-26	NP	DXUV - Dimensional US Vector Equity ETF		1 261	41,05	120	30,43
2025-08-26	NP	TFNS - T. Rowe Price Financials ETF		553		61
2025-08-26	NP	PRCOX - T. Rowe Price U.S. Equity Research 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		66 569	2,11	7 337	21,84
2025-07-29	13F	Chicago Partners Investment Group LLC		1 883		218
2025-07-25	NP	WSML - iShares MSCI World Small-Cap ETF		4 823		499
2025-08-14	13F	UBS Group AG		343 848	177,37	37 895	230,93
2025-08-15	13F	Captrust Financial Advisors		11 656	36,60	1 285	62,94
2025-08-14	13F	Stifel Financial Corp		16 183	43,89	1 784	71,77
2025-08-14	13F	Raymond James Financial Inc		51 953	52,35	5 726	81,80
2025-08-08	13F	Hartland & Co., LLC		892	541,73	98	716,67
2025-08-08	13F	Police & Firemen's Retirement System of New Jersey		25 940	2,72	2 859	22,56
2025-08-27	NP	FGIPX - Delaware Growth and Income Fund Institutional Class		292 421		32 228
2025-07-23	NP	VYMYX - Voya Mid Cap Research Enhanced Index Fund Class W		6 089	36,25	630	40,63
2025-08-14	13F	Qube Research & Technologies Ltd		312 437	19,55	34 434	42,64
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		34 712	0,13	3 826	19,46
2025-08-26	NP	TMSL - T. Rowe Price Small-Mid Cap ETF		95 668	18,12	10 544	40,93
2025-06-26	NP	DFAC - Dimensional U.S. Core Equity 2 ETF		141 320	1,58	13 485	−5,84
2025-07-24	13F	IFP Advisors, Inc		483	3 925,00	53	5 200,00
2025-08-20	NP	QLEIX - AQR Long-Short Equity Fund Class I		93 686	26,76	10 325	51,24
2025-07-31	13F	Buckingham Strategic Partners		5 331		588
2025-07-28	NP	MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF		3 097	9,20	321	12,68
2025-08-13	13F	Edgestream Partners, L.P.		116 819	61,78	12 875	93,04
2025-07-29	NP	VFQY - Vanguard U.S. Quality Factor 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		8 458	7,66	876	11,04
2025-07-29	13F	Arcus Capital Partners, LLC		2 000		220
2025-08-14	13F	Css Llc/il		5 660	9,27	624	30,33
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		5 261	1,50	545	4,62
2025-08-26	NP	FOVL - iShares Focused Value Factor 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		6 902	23,71	761	125,52
2025-08-29	NP	JADMX - Small Cap Opportunities Trust NAV		5 879	29,18	648	54,05
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		213 610	598,76	22 115	620,36
2025-08-14	13F	Erste Asset Management GmbH		500		55
2025-08-12	13F	Franklin Resources Inc		92 905	8,54	10 239	29,51
2025-08-12	13F	SRS Capital Advisors, Inc.		214	250,82	24	360,00
2025-07-16	13F	Paragon Capital Management Ltd		2 189		241
2025-07-30	13F	Forum Financial Management, LP		2 671	6,25	294	26,72
2025-08-14	13F	Winton Capital Group Ltd		6 646		732
2025-08-14	13F	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main		14 187	622,72	1 564	763,54
2025-07-28	13F	Mowery & Schoenfeld Wealth Management, LLC		15		2
2025-08-13	13F	Jacobs Asset Management, Llc		137 734	12,04	15 180	33,68
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		50 516	0,67	5 567	20,11
2025-08-14	13F	Millennium Management Llc		116 861	9,24	12 879	30,34
2025-08-19	NP	RIFBX - U.S. Small Cap Equity Fund		3 907	18,93	431	41,91
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		11 537	13,32	1 101	4,96
2025-07-28	NP	SCAP - InfraCap Small Cap Income ETF		1 696	2,42	176	5,42
2025-08-13	13F	Greenwich Wealth Management LLC		28 267	0,46	3	50,00
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		232 064	3,16	22 144	−4,38
2025-08-14	13F	Goldman Sachs Group Inc		468 480	109,58	51 631	150,07
2025-07-08	13F	Parallel Advisors, LLC		199	9,94	22	31,25
2025-08-20	NP	QHFRX - AQR MS Fusion HV Fund Class R6		273		30
2025-06-26	NP	SJCAX - Steward Large Cap Core Fund Class A		16 000		1 527
2025-06-27	NP	SUNAMERICA SERIES TRUST - SA MFS Blue Chip Growth Portfolio Class 1		43 412	95,40	4 142	81,11
2025-07-28	13F	Ritholtz Wealth Management		29 313	41,44	3 231	68,76
2025-08-13	13F	Bayview Asset Management, Llc		14 307	13,23	1 577	35,05
2025-08-11	13F	Lsv Asset Management		710 860	19,69	78	44,44
2025-07-21	13F	Ameritas Advisory Services, LLC		18		2
2025-06-25	NP	DGRO - iShares Core Dividend 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		169 946	19,05	16 216	10,35
2025-08-14	13F	Voya Investment Management Llc		118 796	48,11	13 093	76,73
2025-07-28	NP	AVLC - Avantis U.S. Large Cap Equity ETF		1 701	18,70	176	23,08
2025-07-29	13F	Unison Advisors LLC		9 766	0,84	1 083	20,20
2025-08-06	NP	LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class		78 464	194,78	8 648	251,79
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		100 683	7,78	10 424	11,10
2025-08-27	NP	SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1		8 206	9,14	904	30,26
2025-07-09	13F	Pallas Capital Advisors LLC		5 848	8,92	645	30,10
2025-08-28	NP	TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity		1 478	13,87	163	36,13
2025-08-04	13F	Hantz Financial Services, Inc.		6	100,00	0
2025-08-08	13F	Mitsubishi UFJ Trust & Banking Corp		71 694	36,39	7 901	62,74
2025-08-12	13F	Prudential Financial Inc		54 751	28,93	6 034	53,85
2025-06-26	NP	DVRAX - MFS Global Alternative Strategy Fund A		616	27,01	59	18,37
2025-08-11	13F	Martingale Asset Management L P		167 375	4,18	18 446	24,30
2025-08-07	13F	Readystate Asset Management Lp		5 485		605
2025-07-25	13F	Sequoia Financial Advisors, LLC		5 376	3,03	592	23,08
2025-08-14	13F	Royal Bank Of Canada		156 630	66,01	17 263	98,08
2025-08-07	13F	Proficio Capital Partners LLC		1 855		204
2025-06-25	NP	DIVB - iShares U.S. Dividend and Buyback 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		1 907	30,44	182	20,67
2025-06-26	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		31 412	106,56	2 997	91,50
2025-08-14	13F	Lighthouse Investment Partners, LLC		18 816		2 074
2025-08-14	13F	SummitTX Capital, L.P.		3 733	29,30	411	54,51
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		4 563	3,03	472	6,31
2025-08-14	13F	Strategic Global Advisors, LLC		29 290	16,33	3 228	38,84
2025-08-08	13F	Avantax Advisory Services, Inc.		4 963	8,74	547	29,69
2025-08-08	13F	Tortoise Investment Management, LLC		1		0
2025-08-13	13F	Federated Hermes, Inc.		243 418	1,39	26 827	20,98
2025-08-12	13F	OneAscent Investment Solutions LLC		2 785	3,11	0
2025-07-28	NP	AVMV - Avantis U.S. Mid Cap Value ETF		6 009	45,57	622	50,24
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		13 794	5,39	1 316	−2,30
2025-08-14	13F	Sherbrooke Park Advisers Llc		2 629		290
2025-08-27	NP	OALGX - Optimum Large Cap Growth Fund Class A		21 835		2 406
2025-08-07	13F	Vise Technologies, Inc.		3 280	36,10	361	59,73
2025-08-20	NP	QMFNX - AQR MS Fusion Fund Class N		246		27
2025-08-14	13F	Lazard Asset Management Llc		18 727	44,62	2	100,00
2025-08-25	13F/A	Neuberger Berman Group LLC		10 878	36,45	1 199	62,77
2025-08-08	13F	Keebeck Alpha, LP		1 829		202
2025-07-11	13F	Assenagon Asset Management S.A.		132 525	139,15	14 606	185,37
2025-08-07	13F	Zurcher Kantonalbank (Zurich Cantonalbank)		19 167	5,74	2 112	26,16
2025-08-25	NP	MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class		5 983	5,52	659	26,00
2025-08-13	13F	Marshall Wace, Llp		143 989	3 887,51	15 869	4 665,47
2025-08-14	13F	Mariner, LLC		16 265	69,87	1 793	102,71
2025-08-15	13F	CI Private Wealth, LLC		13 716	3,48	1 512	23,45
2025-08-22	NP	VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class		1 573	5,64	173	26,28
2025-08-01	13F	Envestnet Asset Management Inc		98 009	12,52	10 802	34,26
2025-08-07	13F	Meeder Asset Management Inc		100 772	109,44	11 106	149,91
2025-07-18	13F	Dogwood Wealth Management LLC		99		11
2025-08-14	13F	GWM Advisors LLC		105	0,96	12	22,22
2025-08-14	13F	Dark Forest Capital Management Lp		6 775		747
2025-08-14	13F	Aqr Capital Management Llc		1 897 419	32,45	209 115	61,20
2025-08-26	NP	IPSIX - Voya Index Plus SmallCap Portfolio Class I		3 489		385
2025-07-16	13F	Kathmere Capital Management, LLC		2 078		229
2025-08-11	13F	Symphony Financial, Ltd. Co.		20 279		2 235
2025-08-12	13F	Proequities, Inc.	Put	0		0
2025-08-14	13F	Atomi Financial Group, Inc.		1 847		204
2025-08-12	13F	Proequities, Inc.	Call	0		0
2025-08-12	13F	Proequities, Inc.		0		0
2025-08-26	NP	IGHSX - Voya Global Equity Portfolio Class S		16 642	233,04	1 834	297,83
2025-08-08	13F	Geode Capital Management, Llc		1 337 901	0,56	147 471	19,97
2025-08-26	NP	NSMAX - Nuveen NWQ Small/Mid-Cap Value 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		14 527	26,05	1 601	50,47
2025-07-17	13F	HB Wealth Management, LLC		2 034		224
2025-06-25	NP	RECS - Columbia Research Enhanced Core ETF		6 967	42,82	665	32,27
2025-08-27	NP	BBVSX - Bridge Builder Small/Mid Cap Value Fund		240 571	2,42	26 513	22,20
2025-08-04	13F	Arkadios Wealth Advisors		3 147	13,08	347	34,63
2025-08-18	13F/A	National Bank Of Canada /fi/		17 890		1 972
2025-08-14	13F	Farringdon Capital, Ltd.		5 495		606
2025-08-14	13F	Frontier Capital Management Co Llc		1 082 018	13,99	119 249	36,01
2025-08-13	13F	FORA Capital, LLC		7 403		816
2025-08-14	13F	DRW Securities, LLC		5 330		587
2025-08-13	13F	Vinva Investment Management Ltd		3 047		516
2025-08-26	NP	FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I 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		30 915	1,46	3 407	21,07
2025-07-22	NP	GGUS - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF		98	7,69	10	11,11
2025-08-14	13F	Syon Capital Llc		2 327		256
2025-06-27	NP	BIVIX - Invenomic Fund Institutional Class shares		190 683	293,25	18 195	264,54
2025-08-14	13F	Citadel Advisors Llc	Put	9 000	26,76	992	51,30
2025-07-18	13F	Precision Wealth Strategies, LLC		6 395		705
2025-07-29	NP	EBI - Longview Advantage ETF		1 269	1 075,00	131	1 210,00
2025-07-10	13F	Wealth Enhancement Advisory Services, Llc		19 795	61,51	2 263	99,82
2025-08-28	NP	IWP - iShares Russell Mid-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		43 892	1,37	4 837	20,96
2025-08-14	13F	Macquarie Group Ltd		583 884	758,59	64 350	924,36
2025-06-26	NP	FSSLX - Fidelity Series Small Cap Core Fund		29 259	1 659,41	2 792	1 532,16
2025-06-26	NP	FSWCX - Fidelity SAI U.S. 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		51 835	62,16	4 946	82,11
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		16 330	3,37	1 800	23,30
2025-08-13	13F	Twin Peaks Wealth Advisors, LLC		2		0
2025-08-22	NP	VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class		78 800	15,37	8 685	37,67
2025-08-11	13F	Empowered Funds, LLC		18 834		2 076
2025-08-26	NP	IIFAX - Voya Balanced Income Portfolio Class ADV		2 781	33,13	306	59,38
2025-08-13	13F	Gamco Investors, Inc. Et Al		7 298		804
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		236 569	1,25	26 072	20,80
2025-08-27	NP	VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 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		34 917		3 848
2025-08-12	13F	LPL Financial LLC		10 403	2,85	1 147	22,70
2025-08-20	NP	RUSC - U.S. Small Cap Equity Active ETF		445		49
2025-06-25	NP	ISCB - iShares Morningstar Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		3 529	5,44	337	−2,33
2025-08-13	13F	Northwestern Mutual Wealth Management Co		57	612,50	6
2025-08-13	13F	Bank Of Nova Scotia		77 667	32,47	8 560	58,06
2025-08-06	NP	LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class		16 202		1 786
2025-08-14	13F	Prelude Capital Management, Llc		1 960		216
2025-08-22	NP	FIMVX - Fidelity Mid 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		9 890	41,04	1 090	68,32
2025-07-18	13F	Truist Financial Corp		2 729	24,61	301	48,51
2025-08-22	NP	CLCEX - Multi-Manager Large Cap Growth Strategies Fund Institutional Class		15 363		1 693
2025-08-06	13F	OneAscent Wealth Management LLC		3 535	6,09	0
2025-08-11	13F	HighTower Advisors, LLC		14 444	361,17	1 592	450,52
2025-08-26	NP	GFSYX - Strategic Alternatives Fund Institutional				242	27,37
2025-06-26	NP	DFAS - Dimensional U.S. Small Cap ETF		172 252	0,89	16 436	−6,48
2025-06-26	NP	DFUS - Dimensional U.S. Equity ETF		18 281	8,62	1 744	0,69
2025-08-15	13F	Tower Research Capital LLC (TRC)		3 987	2,02	439	21,94
2025-07-23	NP	CFSLX - Column Small Cap Fund		6 095	111,93	631	119,10
2025-06-26	NP	TILIX - TIAA-CREF Large-Cap Growth Index Fund Institutional Class		3 973	0,53	379	−6,65
2025-06-26	NP	DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability 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		16 010	10,09	1 528	2,07
2025-08-12	13F	MAI Capital Management		55	7,84	6	50,00
2025-07-29	NP	SCPAX - Siit Large Cap Disciplined Equity Fund - Class A		20 143	70,95	2 085	72,74
2025-08-29	NP	DON - WisdomTree U.S. MidCap Dividend Fund N/A		123 023	1,10	13 558	20,62
2025-06-25	NP	TGPEX - T. Rowe Price Global Impact Equity Fund		5 825	22,89	556	13,96
2025-08-08	13F	Massachusetts Financial Services Co /ma/		1 496 309	0,75	164 908	20,21
2025-08-14	13F	Rafferty Asset Management, LLC		86 923	9,97	9 580	31,22
2025-07-31	13F	Brighton Jones Llc		6 467		713
2025-08-14	13F	Susquehanna Portfolio Strategies, LLC		31 950		3 521
2025-08-06	13F	True Wealth Design, LLC		97	8,99	11	25,00
2025-08-05	13F	Burney Co/		20 720	14,72	2 283	36,87
2025-08-14	13F	Aster Capital Management (DIFC) Ltd		711		78
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		8 912	1,74	923	4,89
2025-06-26	NP	ETTOX - E*TRADE No Fee Total Market Index Fund		27		3
2025-08-06	13F	JCSD Capital, LLC		28 600	30,00	3 152	74,63
2025-08-11	13F	Citigroup Inc		133 318	37,98	14 693	64,63
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		185 869	0,93	19 243	4,04
2025-08-11	13F	WPG Advisers, LLC		11		1
2025-07-11	13F	Diversified Trust Co		11 707	143,29	1 290	190,54
2025-08-29	NP	EZM - WisdomTree U.S. MidCap Fund N/A		22 779	0,08	2 510	19,41
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		9 525	0,27	909	−7,06
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		8 492	5,89	810	−1,82
2025-08-13	13F	Kennedy Capital Management, Inc.		27 562		3 038
2025-08-14	13F	Susquehanna International Group, Llp	Call	49 900	1,63	5 499	21,26
2025-07-22	NP	FLCV - Federated Hermes MDT Large Cap Value ETF		2 138	20,72	221	24,86
2025-07-28	NP	MSLC - Morgan Stanley Pathway Large Cap Equity ETF		2 519	8,30	261	11,59
2025-06-26	NP	KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares		303	3,77	29	−6,67
2025-08-15	13F	Morgan Stanley		468 616	35,80	51 646	62,03
2025-08-15	NP	Guardian Variable Products Trust - Guardian All Cap Core VIP Fund		5 549	14,53	612	36,69
2025-08-14	13F	PMC FIG Opportunities LLC		19 068		2 101
2025-07-24	13F	CWM Advisors, LLC		8 214		905
2025-08-15	NP	Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund		19 054		2 100

BPOP / Popular, Inc. - Institusjonelt eierskap - Kjøpere

Institusjonelt- og fondseierskap - Kjøpere