BKU / BankUnited, Inc. - Institutional Ownership - Buyers

BankUnited, Inc.
US ˙ NYSE ˙ US06652K1034

Institutional and Fund Ownership - Buyers

Major holders that have opened new positions in BankUnited, Inc. include FSCRX - Fidelity Small Cap Discovery Fund, Glenmede Investment Management, LP, FJACX - Fidelity Series Small Cap Discovery Fund, XSMO - Invesco S&P SmallCap Momentum ETF, Campbell & CO Investment Adviser LLC, Horizon Investments, LLC, HAPS - Harbor Corporate Culture Small Cap ETF, Raymond James Financial Inc, Alamea Verwaltungs GmbH, DRW Securities, LLC, BDSIX - BlackRock Advantage Small Cap Core Fund Institutional Shares, Pallas Capital Advisors LLC, WSML - iShares MSCI World Small-Cap ETF, THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A, RUSC - U.S. Small Cap Equity Active ETF, SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF, Hartland & Co., LLC, AABFX - Thrivent Balanced Income Plus Fund Class A, Twin Peaks Wealth Advisors, LLC, and MAI Capital Management .

This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.

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File Date Source Investor Type Avg Price
(Est)		 Shares Δ Shares
(%)		 Reported
Value
($1000)		 Δ Value
(%)		 Port Alloc
(%)
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 8,653 68.02 308 73.45
2025-06-26 NP TAAAX - Thrivent Aggressive Allocation Fund Class A 6,674 121.80 218 77.24
2025-06-26 NP AALGX - Thrivent Global Stock Fund Class A 5,686 58.47 186 25.85
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 19,310 7.95 687 11.53
2025-08-13 13F Federated Hermes, Inc. 537,669 0.80 19,136 4.16
2025-08-28 NP HSGFX - Hussman Strategic Growth Fund 100,000 25.00 3,559 29.18
2025-08-15 NP PENNX - Royce Pennsylvania Mutual Fund Investment Class 155,583 2.75 5,537 6.17
2025-08-14 13F Aqr Capital Management Llc 290,010 30.55 10,321 34.92
2025-08-14 13F Xponance, Inc. 5,893 210
2025-07-29 NP EBI - Longview Advantage ETF 818 840.23 28 800.00
2025-08-28 NP CBHAX - Victory Market Neutral Income Fund Class A 170,704 13.55 6,075 17.35
2025-07-14 13F UMA Financial Services, Inc. 97 142.50 3 200.00
2025-08-14 13F Two Sigma Investments, Lp 366,528 34.76 13,045 39.25
2025-08-14 13F Quantinno Capital Management LP 10,117 30.73 360 35.34
2025-08-13 13F Russell Investments Group, Ltd. 121,468 0.65 4,323 4.02
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 22,620 33.20 860 47.26
2025-08-20 NP HWVIX - Hotchkis & Wiley Small Cap Diversified Value Fund Class I 80,380 4.28 2,861 7.76
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 1,000,556 8.64 35,610 12.27
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 56,500 3.48 2,011 6.91
2025-08-13 13F Victory Capital Management Inc 197,265 9.97 7,021 13.65
2025-08-14 13F Fmr Llc 1,912,171 505.93 68,054 526.19
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 9,616 15.04 342 19.16
2025-08-29 NP BSVO - EA Bridgeway Omni Small-Cap Value ETF 248,803 1.86 8,855 5.25
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-07-17 13F Raleigh Capital Management Inc. 11 0
2025-08-12 13F Proequities, Inc. 0 0
2025-08-12 13F Global Retirement Partners, LLC 8 0
2025-05-15 13F Texas Permanent School Fund 44,367 1,451
2025-08-13 13F Quantbot Technologies LP 94,910 3.87 3,378 7.31
2025-08-12 13F Legal & General Group Plc 209,042 0.75 7,440 4.11
2025-07-24 NP FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 408,740 0.77 13,889 -8.88
2025-08-14 13F Rafferty Asset Management, LLC 136,602 18.39 4,862 22.35
2025-08-12 13F Franklin Resources Inc 60,337 1.15 2,147 4.53
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I) 21,978 0.34 782 3.71
2025-08-28 NP VLU - SPDR S&P 1500 Value Tilt 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 3,033 8.05 108 11.46
2025-07-24 NP HSMNX - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 31,922 32.28 1,085 19.65
2025-08-13 13F Bare Financial Services, Inc 129 180.43 5 300.00
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 1,164,962 1.02 41,461 4.39
2025-08-13 13F Invesco Ltd. 570,879 1.21 20,318 4.59
2025-07-16 13F Congress Asset Management Co /ma 195,492 0.00 6,958 3.34
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 34,895 1.87 1,242 5.26
2025-08-12 13F Public Sector Pension Investment Board 299,618 6.89 10,663 10.46
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 14,408 18.04 471 -5.99
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 42,482 0.12 1,444 -9.47
2025-08-06 13F Savant Capital, LLC 23,394 227.28 833 238.21
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 374,336 9.62 12,720 -0.89
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 303,537 4.22 9,929 -17.08
2025-06-26 NP TCAAX - Thrivent Moderately Conservative Allocation Fund Class A 1,268 141.06 41 95.24
2025-08-13 13F Fisher Asset Management, LLC 575,878 24.67 20,495 28.84
2025-05-15 13F Kodai Capital Management LP 493,194 16,986
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 109,438 10.97 3,719 0.32
2025-07-09 13F Harbor Capital Advisors, Inc. 27,798 0.46 1
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 2,420,557 0.85 86,148 4.22
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 102,542 4.47 3,649 7.96
2025-07-28 NP HDG - ProShares Hedge Replication ETF 98 11.36 3 0.00
2025-08-15 NP ROFCX - Royce Opportunity Fund Consultant Class 217,072 3.31 7,726 6.76
2025-08-20 NP ASMOX - AQR Small Cap Momentum Style Fund Class I 8,062 24.99 287 28.83
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 3,066 68.46 109 75.81
2025-08-14 13F Ieq Capital, Llc 56,415 51.90 2,008 56.92
2025-07-24 NP FSKAX - Fidelity Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 138,439 0.77 4,704 -8.87
2025-06-30 NP XSMO - Invesco S&P 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 216,203 7,072
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 14,417 13.25 472 -9.94
2025-08-12 13F Axq Capital, Lp 24,525 312.53 873 327.45
2025-08-14 13F UBS Group AG 1,475,628 137.52 52,518 145.45
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 267 3.09 9 0.00
2025-08-26 NP Profunds - Profund Vp Small-cap Growth 793 2.85 28 7.69
2025-08-28 NP HSAFX - Hussman Strategic Allocation Fund 5,000 25.00 178 29.20
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 75 200.00 3
2025-08-14 13F/A Skopos Labs, Inc. 1,040 22.50 37 24.14
2025-08-14 13F Mariner, LLC 18,276 36.77 650 41.61
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 55,305 0.73 1,968 4.13
2025-06-26 NP TSMOX - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class 129,265 5.03 4,228 -16.43
2025-08-14 13F Susquehanna International Group, Llp 156,246 1.97 5,561 5.36
2025-08-14 13F Susquehanna International Group, Llp Put 6,800 242
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 1,639 7.33 58 11.54
2025-08-12 13F MAI Capital Management 105 4
2025-08-12 13F Trexquant Investment LP 201,117 4.90 7,158 8.41
2025-08-14 13F Hrt Financial Lp 40,546 73.05 1
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 22,435 3.16 734 -18.01
2025-08-07 13F Allworth Financial LP 12 0
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 177 2.91 6 20.00
2025-06-30 NP SMDX - Intech S&P Small-Mid Cap Diversified Alpha ETF 430 14
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 185,041 2.64 6,053 -18.34
2025-08-27 NP VSEQX - Vanguard Strategic Equity 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 485,120 10.86 17,265 14.57
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 34,961 4.29 1,244 7.80
2025-07-09 13F Massmutual Trust Co Fsb/adv 200 35.14 7 40.00
2025-08-26 NP Profunds - Profund Vp Small-cap Value 887 0.80 32 3.33
2025-07-22 13F Bay Harbor Wealth Management, LLC 6 200.00 0
2025-07-22 13F HFM Investment Advisors, LLC 8 300.00 0
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 34,079 2.18 1,115 -18.75
2025-08-06 13F Vestmark Advisory Solutions, Inc. 40,529 200.39 1,442 210.78
2025-07-31 13F CVA Family Office, LLC 16 1
2025-08-04 13F Hantz Financial Services, Inc. 403 2,270.59 0
2025-08-13 13F Pictet Asset Management Holding SA 12,353 10.20 440 13.73
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 212 8
2025-08-13 13F Arrowstreet Capital, Limited Partnership 798,347 16.66 28,413 20.56
2025-08-14 13F Sei Investments Co 331,282 17.34 11,790 21.26
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 16,474 4.58 539 -16.85
2025-08-08 13F Mitsubishi UFJ Trust & Banking Corp 98,674 5.86 3,512 9.38
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 5,107 4.87 182 8.38
2025-06-24 NP SWSCX - Schwab Small-Cap Equity 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 133,230 9.46 4,358 -12.91
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 2,282 23.02 75 -2.63
2025-07-22 NP FSCC - Federated Hermes MDT Small Cap Core ETF 5,108 11.09 174 0.58
2025-08-14 13F Wells Fargo & Company/mn 288,421 5.71 10,265 9.24
2025-07-31 13F Oppenheimer Asset Management Inc. 15,550 42.95 553 47.86
2025-06-26 NP THMAX - Thrivent Moderate Allocation Fund Class A 7,169 116.72 234 73.33
2025-07-29 NP MPSSX - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares 31,610 39.73 1,074 23.59
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 446,334 3.06 14,600 -18.00
2025-08-08 13F Principal Financial Group Inc 372,946 0.19 13,273 3.54
2025-08-05 13F Hussman Strategic Advisors, Inc. 105,000 25.00 3,737 29.18
2025-07-29 NP ISMD - Inspire Small/Mid Cap Impact ETF 10,388 4.71 353 -5.38
2025-08-13 13F Jones Financial Companies Lllp 31 1
2025-08-05 13F Simplex Trading, Llc Call 500 400.00 0
2025-07-28 NP AVUV - Avantis U.S. Small Cap Value ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,562,953 6.22 53,109 -3.95
2025-07-17 13F DiNuzzo Private Wealth, Inc. 20 5.26 1
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 3,963 6.65 141 11.02
2025-07-28 NP SCAP - InfraCap Small Cap Income ETF 2,413 2.42 82 -7.95
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 14,166 6.51 463 -15.20
2025-07-29 13F Virginia Retirement Systems Et Al 63,716 6.52 2,268 10.05
2025-08-15 13F Great West Life Assurance Co /can/ 77,271 0.71 3 0.00
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 16,655 1.68 593 4.96
2025-08-13 13F Cerity Partners LLC 9,556 17.73 340 21.86
2025-08-14 13F Winton Capital Group Ltd 35,635 7.49 1,268 11.13
2025-06-26 NP AABFX - Thrivent Balanced Income Plus Fund Class A 319 10
2025-08-11 13F Inspire Advisors, LLC 82,237 2,927
2025-08-13 13F Baird Financial Group, Inc. 13,215 14.38 470 18.39
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 3,666 4.77 120 -16.78
2025-08-01 13F Envestnet Asset Management Inc 8,024 0.77 286 4.01
2025-08-14 13F California State Teachers Retirement System 69,132 0.70 2,460 4.06
2025-07-25 13F Yousif Capital Management, Llc 27,917 1.22 994 4.64
2025-08-14 13F Alamea Verwaltungs GmbH 14,668 522
2025-08-22 NP FISVX - Fidelity Small Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 82,603 2.44 2,940 5.83
2025-08-28 NP TPSC - Timothy Plan US Small Cap Core ETF 13,249 33.48 472 38.12
2025-08-14 13F Two Sigma Advisers, Lp 156,016 56.62 5,553 61.87
2025-08-26 NP FTHI - First Trust BuyWrite Income 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 75,090 4.98 2,672 8.49
2025-07-31 13F/A Avion Wealth 41 64.00 0
2025-08-14 13F Citadel Advisors Llc 1,976,071 3,531.95 70,328 3,654.83
2025-08-14 13F Capstone Investment Advisors, Llc 8,961 319
2025-08-12 13F Rhumbline Advisers 225,886 1.22 8,039 4.61
2025-08-07 13F Parkside Financial Bank & Trust 1,650 5.50 59 9.43
2025-08-08 13F Atlantic Trust, LLC 16 1
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 2,007 25.52 71 29.09
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 385 2.67 14 8.33
2025-08-14 13F Ameriprise Financial Inc 1,475,797 0.98 52,524 4.36
2025-08-14 13F Wellington Management Group Llp 2,493,979 116.70 88,761 123.94
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 466,350 193.15 15,847 165.07
2025-08-13 13F Mackenzie Financial Corp 19,095 7.73 680 11.31
2025-07-28 13F Bayforest Capital Ltd 1,111 32.26 40 39.29
2025-08-06 13F BNP Paribas Asset Management Holding S.A. 829 0
2025-07-25 13F Cwm, Llc 9,278 24.30 0
2025-06-25 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 59,580 25.52 1,949 -0.15
2025-06-26 NP TMAAX - Thrivent Moderately Aggressive Allocation Fund Class A 10,937 105.12 358 63.01
2025-07-28 13F New York State Teachers Retirement System 33,406 5.67 1 0.00
2025-08-26 NP Profunds - Profund Vp Small-cap 173 2.98 6 20.00
2025-08-14 13F Raymond James Financial Inc 18,206 648
2025-08-14 13F Twinbeech Capital Lp 32,041 1,140
2025-08-08 13F/A Sterling Capital Management LLC 17,670 4.44 629 7.90
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 11,592 2.37 413 5.91
2025-07-11 13F/A Umb Bank N A/mo 280 60.92 10 80.00
2025-08-11 13F Rothschild Investment Llc 285 200.00 10 233.33
2025-08-14 13F/A Barclays Plc 274,667 103.58 10 125.00
2025-08-13 13F Bayview Asset Management, Llc 40,000 45.45 1,424 50.26
2025-07-25 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 313,722 10.82 10,660 0.21
2025-06-17 NP MMSMX - Multi-Manager U.S. Small Cap Equity Fund Class P Shares 25,517 16.57 835 -7.23
2025-08-08 13F Larson Financial Group LLC 68 655.56 2
2025-08-11 13F Cramer Rosenthal Mcglynn Llc 1,269,835 57.46 45,193 62.72
2025-08-29 NP MFUS - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 1,681 8.73 60 11.32
2025-08-13 13F EverSource Wealth Advisors, LLC 1,531 141.86 54 157.14
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 106 2.91 4 0.00
2025-08-04 13F Amalgamated Bank 21,419 0.62 1
2025-06-26 NP CRSSX - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares 31,496 0.96 1,030 -19.66
2025-08-07 13F Campbell & CO Investment Adviser LLC 48,843 1,738
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 8,482 2.65 277 -18.29
2025-08-29 NP PMJIX - PIMCO RAE US Small Fund Institutional Class 228,606 49.20 8,136 54.21
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 1,198 0.42 43 2.44
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 13,737 11.92 489 15.64
2025-08-14 13F Optiver Holding B.V. 140 19.66 5 0.00
2025-08-26 NP JMEE - JPMorgan Market Expansion Enhanced Equity ETF 110,193 88.03 3,922 94.30
2025-08-08 13F Hartland & Co., LLC 401 14
2025-08-28 NP SPDG - SPDR Portfolio S&P Sector Neutral Dividend ETF 78 18.18 3 0.00
2025-08-13 13F Arizona State Retirement System 21,958 2.41 781 5.83
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 1,910,965 5.73 68,011 9.27
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 7,077 13.18 252 16.74
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 109,154 23.32 3,570 -1.87
2025-07-09 13F Pallas Capital Advisors LLC 7,208 257
2025-08-14 13F Voya Investment Management Llc 19,985 1.20 711 4.56
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 133,147 2.24 4,739 5.64
2025-08-26 NP CRIAX - CRM SMALL/MID CAP VALUE FUND INSTITUTIONAL 125,873 4.34 4,480 7.82
2025-08-27 NP Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 26,271 0.74 935 4.01
2025-07-28 NP AVSC - Avantis U.S. Small Cap Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 156,157 5.74 5,306 -4.40
2025-08-14 13F Comerica Bank 36,239 12.38 1,290 16.13
2025-08-11 13F Covestor Ltd 18 200.00 0
2025-08-13 13F Capital Fund Management S.a. 38,100 1,356
2025-08-11 13F Citigroup Inc 220,805 24.63 7,858 28.80
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 18,653 16.65 634 5.50
2025-07-08 13F Rise Advisors, LLC 28 7.69 1
2025-06-17 NP GSEQX - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 5,701 10.04 186 -12.26
2025-08-14 13F Stifel Financial Corp 50,883 1.33 1,811 4.68
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 757,526 2.82 24,779 -18.19
2025-07-29 13F Nordea Investment Management Ab 108,539 1.53 3,888 7.79
2025-08-20 NP RUSC - U.S. Small Cap Equity Active ETF 991 35
2025-08-14 13F GWM Advisors LLC 804 1.01 29 3.70
2025-07-16 13F State of Alaska, Department of Revenue 44,806 8.18 2 0.00
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 2,741 12.38 93 2.20
2025-08-14 13F Frontier Capital Management Co Llc 621,570 57.08 22,122 62.32
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 38,098 5.39 1,356 8.84
2025-08-26 NP XJR - iShares ESG Screened S&P 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 6,019 9.00 214 12.63
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 38,015 16.19 1,292 5.04
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 10,805 3.27 385 6.67
2025-08-14 13F Hotchkis & Wiley Capital Management Llc 380,574 17.08 13,545 20.98
2025-08-11 13F Principal Securities, Inc. 253 73.29 9 80.00
2025-08-08 13F Geode Capital Management, Llc 1,776,183 0.77 63,223 4.12
2025-08-27 NP PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 67,037 0.60 2,386 3.97
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 47,042 12.75 1,539 -10.32
2025-08-13 13F Natixis Advisors, L.p. 53,131 10.57 2 0.00
2025-08-14 13F DRW Securities, LLC 9,539 339
2025-08-22 NP KVALX - KENNEDY CAPITAL SMALL CAP VALUE FUND Institutional Class Shares 6,451 33.70 230 37.95
2025-08-14 13F Bnp Paribas Arbitrage, Sa 11,529 17.20 410 21.30
2025-08-13 13F MetLife Investment Management, LLC 44,520 1.10 1,584 4.49
2025-08-15 13F Tower Research Capital LLC (TRC) 13,537 323.96 482 341.28
2025-08-01 13F Bessemer Group Inc 393 9.78 0
2025-07-24 13F IFP Advisors, Inc 141 1,075.00 30
2025-08-14 13F Ubs Asset Management Americas Inc 283,772 54.53 10,099 59.69
2025-07-28 NP QVMS - Invesco S&P SmallCap 600 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 12,632 2.78 429 -6.94
2025-08-12 13F BlackRock, Inc. 11,009,692 1.00 391,835 4.37
2025-07-28 NP AVUVX - Avantis U.S. Small Cap Value Fund Institutional Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 78,794 11.95 2,677 1.25
2025-07-29 NP VEVFX - Vanguard Explorer Value 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 95,972 35.39 3,261 22.46
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 405 12.81 13 -7.14
2025-08-14 13F Brevan Howard Capital Management LP 12,186 434
2025-06-25 NP GCSIX - Goldman Sachs Small Cap Equity Insights Fund Institutional 47,563 28.36 1,556 2.10
2025-08-21 NP MXLSX - Great-West Loomis Sayles Small Cap Value Fund Investor Class 19,900 17.75 708 21.65
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 12 0
2025-08-12 13F American Century Companies Inc 1,977,999 6.96 70,397 10.53
2025-07-31 13F Nisa Investment Advisors, Llc 10,065 171.37 358 181.89
2025-08-20 NP HWSM - Hotchkis & Wiley SMID Cap Diversified Value Fund 224 300.00 8 600.00
2025-07-24 13F CWM Advisors, LLC 11,158 11.34 397 15.07
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 688 60.00 23 29.41
2025-07-28 NP VCSLX - Small Cap Index Fund 31,000 8.82 1,053 -1.59
2025-08-14 13F State Of Wisconsin Investment Board 25,846 0.16 920 3.49
2025-07-23 13F Maryland State Retirement & Pension System 22,104 1.39 787 4.80
2025-08-12 13F XTX Topco Ltd 33,736 206.75 1,201 217.46
2025-05-30 NP SEIS - SEI Select Small Cap ETF 15,210 2.57 524 -7.60
2025-08-14 13F Voloridge Investment Management, Llc 268,471 1.59 9,555 4.98
2025-08-11 13F Royce & Associates Lp 1,261,205 0.82 44,886 4.18
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 26,216 11.54 858 -11.28
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 9,088 18.13 297 -6.01
2025-07-28 13F J.Safra Asset Management Corp 355 27.70 13 33.33
2025-07-07 13F Versant Capital Management, Inc 1,892 0.37 67 4.69
2025-08-15 NP Royce Value Trust Inc 281,190 1.52 10,008 4.91
2025-07-28 NP AVSBX - Avantis U.S. Small Cap Equity Fund G Class 9,463 34.23 322 21.59
2025-08-26 NP CRIMX - CRM MID CAP VALUE FUND INSTITUTIONAL 219,555 16.54 7,814 20.42
2025-07-18 13F SOA Wealth Advisors, LLC. 115 0.88 4 33.33
2025-08-06 13F Rialto Wealth Management, LLC 4 0
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 2,275 77
2025-08-14 13F Horizon Investments, LLC 33,122 1,169
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 3,536 0.68 126 4.17
2025-07-24 NP BDSIX - BlackRock Advantage Small Cap Core Fund Institutional Shares 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 7,346 250
2025-06-25 NP FNCL - Fidelity MSCI Financials 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 20,304 13.13 664 -9.91
2025-08-13 13F First Trust Advisors Lp 179,247 20.34 6,379 24.35
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 155,515 10.63 5,087 -11.99
2025-06-27 NP HAPS - Harbor Corporate Culture Small Cap ETF 27,631 904
2025-07-25 13F JustInvest LLC 16,262 7.85 579 11.37
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 26,725 3.26 951 6.73
2025-07-29 NP SEHAX - SIIT U.S. Equity Factor Allocation Fund Class A 60,089 2,042
2025-06-27 NP RSSL - Global X Russell 2000 ETF 45,311 6.63 1,482 -15.12
2025-08-29 NP STXK - Strive Small-Cap ETF 2,277 3.50 81 8.00
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 308 0.65 10 -16.67
2025-07-29 NP ORSIX - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I 154,069 15.42 5,235 4.37
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 404,376 13,227
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 22,417 18.55 733 -5.66
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 16,836 6.02 599 9.71
2025-07-25 13F Oregon Public Employees Retirement Fund 17,213 0.58 613 3.90
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 19,607 3.47 698 6.90
2025-07-28 13F Allianz Asset Management GmbH 363,803 73.78 12,948 79.59
2025-08-14 13F Price T Rowe Associates Inc /md/ 82,736 8.50 3 0.00
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 19,273 6,177.85 686 6,750.00
2025-08-22 NP COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1 103,352 1.17 3,678 4.55
2025-08-13 13F Walleye Trading LLC 870 31
2025-08-14 13F Glenmede Investment Management, LP 450,480 16,033
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A 1,844 66
2025-07-15 13F Fortitude Family Office, LLC 170 139.44 6 200.00
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 11,891 5.51 423 9.02
2025-08-14 13F Sciencast Management LP 14,831 528
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 87,241 1,247.77 3,105 1,298.20
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 518,037 16,945
2025-05-30 NP NIXT - Research Affiliates Deletions ETF 10,008 14.56 345 3.30
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