PIPR / Piper Sandler Companies - Institutional Ownership - Buyers

Piper Sandler Companies
US ˙ NYSE ˙ US7240781002

Institutional and Fund Ownership - Buyers

Major holders that have opened new positions in Piper Sandler Companies include Point72 Asset Management, L.P., Capitolis Liquid Global Markets LLC, Boothbay Fund Management, Llc, QGRO - American Century STOXX U.S. Quality Growth ETF, Cinctive Capital Management LP, FRSLX - Nuveen Mid Cap Growth Opportunities Fund Class A, Fluent Financial, LLC, PMC FIG Opportunities LLC, BNSCX - Ubs U.s. Small Cap Growth Fund Class A, Liberty All Star Growth Fund Inc., Glenmede Investment Management, LP, Future Fund LLC, One Capital Management, LLC, FFOX - FundX Future Fund Opportunities ETF, FFTYX - AB FlexFee US Thematic Portfolio Advisor Class, SMIZ - Zacks Small/Mid Cap ETF, Persistent Asset Partners Ltd, EKGAX - Wells Fargo Global Small Cap Fund (f/k/a Wells Fargo Global Opportunities Fund) Class A, Readystate Asset Management Lp, and Fox Run Management, L.l.c. .

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
(%)
2025-07-29 13F TFC Financial Management 1 0
2025-08-14 13F Wells Fargo & Company/mn 13,154 11.02 3,656 24.61
2025-08-15 13F WealthCollab, LLC 11 3
2025-08-07 13F Resources Investment Advisors, LLC. 2,017 2.39 561 14.99
2025-06-26 NP SPEDX - Alger Dynamic Opportunities Fund Class A 205 49
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 2,920 5.87 704 -19.45
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 465 25.34 129 41.76
2025-08-05 13F Simplex Trading, Llc Put 700 250.00 0
2025-07-30 13F Parcion Private Wealth LLC 1,362 0.15 379 12.50
2025-08-07 13F Parkside Financial Bank & Trust 113 11.88 31 24.00
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 4,219 9.50 1,173 22.85
2025-08-18 13F Geneos Wealth Management Inc. 217 27.65 60 42.86
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 174,987 2.19 42,193 -22.31
2025-05-27 NP PSGIX - Blackrock Advantage Small Cap Growth Fund Institutional 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 16,236 182.46 4,021 133.24
2025-06-25 NP FNK - First Trust Mid Cap Value AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,170 282
2025-06-26 NP EMGRX - Nuveen Small Cap Select 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 10,936 6.37 2,637 -19.14
2025-08-13 13F Panagora Asset Management Inc 1,340 1.36 372 13.76
2025-05-23 NP OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio 2,630 211.98 651 158.33
2025-07-28 NP HDG - ProShares Hedge Replication ETF 23 15.00 6 0.00
2025-08-26 NP Profunds - Profund Vp Small-cap Growth 377 4.43 105 16.85
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 4,813 3.97 1,161 -20.98
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 8,083 1.75 2,247 14.18
2025-08-13 13F Arizona State Retirement System 5,175 1.47 1,438 13.86
2025-08-12 13F Journey Strategic Wealth Llc 798 222
2025-06-25 NP FAB - First Trust Multi Cap Value AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 207 50
2025-08-28 NP SPSM - SPDR(R) Portfolio Small Cap ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 139,738 0.11 38,839 12.35
2025-08-04 13F Yorktown Management & Research Co Inc 1,060 295
2025-08-08 13F Atlantic Trust, LLC 6 2
2025-08-14 13F Quantinno Capital Management LP 2,032 29.92 565 45.74
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 76 7.04 18 -18.18
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 20,013 9.71 5,562 23.13
2025-08-14 13F Mml Investors Services, Llc 8,622 7.31 2 100.00
2025-08-13 13F Norges Bank 215,227 59,820
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 2,682 5.30 647 -19.95
2025-07-25 NP SCHA - Schwab U.S. Small-Cap ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 76,525 0.16 19,242 -13.04
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 4,475 6.42 1,079 -19.05
2025-08-12 13F Legal & General Group Plc 47,635 5.11 13,240 17.96
2025-03-25 NP CTOGX - Calamos Timpani SMID Growth Fund Class R6 431 0.23 137 12.40
2025-08-14 13F Stifel Financial Corp 6,396 1.15 1,778 13.55
2025-04-24 NP OASC - OneAscent Small Cap Core ETF 560 12.00 162 -5.26
2025-08-13 13F Walleye Capital LLC 48,147 357.54 13,382 413.47
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 2 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 3,720 461.09 1,034 529.88
2025-08-14 13F Price T Rowe Associates Inc /md/ 14,855 7.96 4 33.33
2025-07-30 NP SMIZ - Zacks Small/Mid Cap ETF 2,408 605
2025-08-11 13F Persistent Asset Partners Ltd 2,176 605
2025-08-08 13F Crossmark Global Holdings, Inc. 725 202
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 5,375 726.92 1,494 711.41
2025-08-14 13F Mairs & Power Inc 246,834 0.91 68,605 13.25
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 44,392 34.72 11,162 16.97
2025-08-13 13F Mount Yale Investment Advisors, LLC 1,410 2.17 392 14.66
2025-08-26 NP IPSIX - Voya Index Plus SmallCap Portfolio Class I 8,581 10.07 2,385 23.58
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 89 2.30 25 14.29
2025-08-14 13F Crawford Investment Counsel Inc 16,700 2.14 4,642 14.62
2025-06-25 NP WHGAX - Westwood Quality SmallCap Fund A Class Shares 78,961 11.74 19,039 -15.04
2025-08-07 13F Future Fund LLC 2,650 737
2025-08-12 13F Rhumbline Advisers 48,683 3.00 13,531 15.58
2025-08-11 13F Vanguard Group Inc 2,088,635 1.37 580,515 13.76
2025-08-29 NP STXK - Strive Small-Cap ETF 523 2.75 145 15.08
2025-08-14 13F Brevan Howard Capital Management LP 1,353 376
2025-08-14 13F Xponance, Inc. 1,358 4.06 377 16.72
2025-08-28 NP TPSC - Timothy Plan US Small Cap Core ETF 1,680 4.15 467 16.79
2025-08-11 13F One Capital Management, LLC 2,650 737
2025-07-25 13F Yousif Capital Management, Llc 6,200 3.11 1,723 15.72
2025-08-13 13F Baird Financial Group, Inc. 806 224
2025-08-08 13F/A Sterling Capital Management LLC 43 138.89 12 175.00
2025-08-04 13F Assetmark, Inc 34 126.67 9 200.00
2025-07-30 13F Ethic Inc. 951 268
2025-08-07 13F Profund Advisors Llc 837 233
2025-08-26 NP FFTYX - AB FlexFee US Thematic Portfolio Advisor Class 2,622 729
2025-08-28 NP SEIS - SEI Select Small Cap ETF 4,064 56.49 1,130 75.58
2025-08-14 13F Bank Of America Corp /de/ 43,494 22.00 12,089 36.91
2025-05-05 13F Lindbrook Capital, Llc 13 85.71 3 50.00
2025-08-12 13F American Century Companies Inc 200,149 1,155.72 55,630 1,309.40
2025-06-24 NP FRVLX - Franklin Small Cap Value Fund Class A 30,102 7,258
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 3,320 17.27 801 -10.81
2025-08-14 13F Boothbay Fund Management, Llc 11,515 3,200
2025-08-26 NP IJSIX - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 1,046 102.71 291 128.35
2025-08-14 13F Comerica Bank 6,766 1.81 1,881 14.22
2025-08-06 13F EFG Asset Management (North America) Corp. 14,096 41.33 3,925 59.00
2025-07-29 NP SMXAX - SIIT Extended Market Index Fund - Class A 2,877 11.64 723 -3.08
2025-06-27 NP HAPS - Harbor Corporate Culture Small Cap ETF 6,570 45.58 1,584 10.69
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 3,470 0.64 873 -12.63
2025-08-26 NP Profunds - Profund Vp Small-cap 40 2.56 11 22.22
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 3,974 7.29 1,105 20.39
2025-08-14 13F Cinctive Capital Management LP 9,808 2,726
2025-08-14 13F D. E. Shaw & Co., Inc. Call 1,000 278
2025-08-08 13F Hartland & Co., LLC 25 7
2025-04-28 NP VUSE - Vident Core U.S. Equity Fund 13,748 6.97 3,982 -9.69
2025-07-21 13F HighMark Wealth Management LLC 35 10
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 296 4.96 82 18.84
2025-08-27 NP FFOX - FundX Future Fund Opportunities ETF 2,650 737
2025-08-08 13F Larson Financial Group LLC 4 100.00 1
2025-08-13 13F Vermillion & White Wealth Management Group, LLC 15 15.38 4 33.33
2025-07-30 NP IUSCX - Fisher Investments Institutional Group U.S. Small Cap Equity Fund 19 5.56 5 -20.00
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 2,508 11.42 605 -15.29
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 351 2.63 98 15.48
2025-08-07 13F CENTRAL TRUST Co 102 28
2025-06-27 NP AVFIX - American Beacon Small Cap Value Fund Institutional Class 59,010 14,228
2025-07-15 13F Fortitude Family Office, LLC 9 125.00 3
2025-07-25 13F Cwm, Llc 345 12.01 0
2025-08-13 13F State Board Of Administration Of Florida Retirement System 5,876 134.48 1,633 163.39
2025-08-27 NP PIBAX - PGIM BALANCED FUND Class A 1,010 12.22 281 26.13
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 1,092 275
2025-08-08 13F Pnc Financial Services Group, Inc. 3,426 1.33 952 13.74
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 3,373 8.25 937 21.53
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 835 26.90 232 43.21
2025-08-13 13F Natixis Advisors, L.p. 19,451 10.25 5 25.00
2025-08-08 13F Tortoise Investment Management, LLC 6 2
2025-08-26 13F/A Thrivent Financial For Lutherans 12,083 2.17 3 50.00
2025-07-31 13F/A Avion Wealth 1 0
2025-08-22 NP Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 10,531 365.36 2,927 422.50
2025-07-25 13F JustInvest LLC 3,015 17.22 838 31.60
2025-08-14 13F Riggs Asset Managment Co. Inc. 11 3
2025-07-28 NP VCSLX - Small Cap Index Fund 7,379 11.26 1,855 -3.39
2025-08-14 13F Interval Partners, LP 21,088 1,001.78 5,861 1,136.50
2025-07-22 NP GSBDX - Goldman Sachs Small Cap Growth Fund Class A Shares 19,008 16.88 4,780 1.46
2025-08-14 13F Balyasny Asset Management Llc 87,997 111.55 24,458 137.42
2025-08-28 NP SPWIX - Simt Small Cap Growth Fund Class I 2,919 8.27 811 21.59
2025-08-12 13F O'shaughnessy Asset Management, Llc 4,960 14.97 1,379 29.03
2025-07-23 13F Fluent Financial, LLC 6,313 1,755
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 8,160 90.48 1,968 44.85
2025-08-11 13F Principal Securities, Inc. 971 186.43 270 166.34
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 43,202 2.93 10,417 -21.74
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 763 13.71 192 -1.55
2025-07-25 13F Oregon Public Employees Retirement Fund 3,785 2.71 1,052 15.35
2025-07-30 13F Stephens Investment Management Group LLC 279,542 11.59 77,696 25.23
2025-07-24 13F Ronald Blue Trust, Inc. 288 13.83 80 29.03
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 2,685 2.36 746 14.95
2025-08-15 13F Captrust Financial Advisors 4,359 34.54 1,212 51.00
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 1,639 12.18 456 26.04
2025-08-04 13F Hantz Financial Services, Inc. 3,646 72,820.00 1
2025-08-18 13F Wolverine Trading, Llc Put 1,000 282
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 87,116 9.53 21,905 -4.90
2025-08-13 13F New York State Common Retirement Fund 8,931 4.69 2 0.00
2025-07-30 13F First Citizens Bank & Trust Co 2,658 195.33 739 232.43
2025-08-04 13F Moody Aldrich Partners Llc 25,246 9.05 7,017 22.38
2025-08-14 13F UBS Group AG 37,216 28.42 10,344 44.13
2025-08-14 13F Nicholas Investment Partners, LP 24,293 13.59 6,752 27.47
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 4,896 0.49 1,181 -23.62
2025-08-14 13F Raymond James Financial Inc 25,288 0.14 7,029 12.38
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 36 33.33 9 0.00
2025-08-13 13F Lido Advisors, LLC 6,055 1.47 1,683 13.88
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 2,727 2.06 758 14.52
2025-08-04 13F Amalgamated Bank 4,713 1.75 1 0.00
2025-03-26 NP ALSAX - Alger SmallCap Growth Fund Class A 6,975 119.82 2,212 146.05
2025-08-13 13F Level Four Advisory Services, Llc 5,063 11.20 1,407 24.84
2025-03-28 NP PFI - Invesco DWA Financial 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 4,927 7.44 1,563 20.15
2025-08-14 13F North Reef Capital Management LP 230,000 109.09 63,926 134.66
2025-08-14 13F Royal Bank Of Canada 23,199 16.51 6,448 30.74
2025-08-12 13F XTX Topco Ltd 1,409 392
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 2,552 4.38 709 17.19
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-12 13F Proequities, Inc. Call 0 0
2025-08-22 NP KVALX - KENNEDY CAPITAL SMALL CAP VALUE FUND Institutional Class Shares 1,073 32.47 298 49.00
2025-08-27 NP VSTCX - Vanguard Strategic Small-Cap 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 26,447 97.00 7,351 121.12
2025-08-12 13F Proequities, Inc. 0 0
2025-08-15 13F Great West Life Assurance Co /can/ 18,683 0.03 5 25.00
2025-08-27 NP JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A) 497 104.53 138 130.00
2025-08-13 13F Jones Financial Companies Lllp 122 408.33 34 580.00
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 23,296 12.24 5,858 -2.56
2025-08-05 13F Fullcircle Wealth Llc 734 236
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 4,253 1,162.02 1,182 1,070.30
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I 6,579 8.67 1,829 21.95
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 587 19.55 163 34.71
2025-08-14 13F Schonfeld Strategic Advisors LLC 1,874 9.40 521 22.64
2025-08-15 13F Kestra Advisory Services, LLC 944 262
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 254,301 3.10 70,680 15.70
2025-07-23 NP TCMSX - Voya Small Cap Growth Fund Class I 75,583 7.37 19,005 -6.78
2025-08-26 NP BNSCX - Ubs U.s. Small Cap Growth Fund Class A 4,746 1,319
2025-08-14 13F Verition Fund Management LLC 3,747 15.43 1,041 29.64
2025-08-14 13F Goldman Sachs Group Inc 255,593 39.12 71,040 56.13
2025-03-26 NP AOFAX - Alger Small Cap Focus Fund Class A 49,879 29.87 15,819 45.21
2025-07-14 13F Park Avenue Securities Llc 4,100 1
2025-05-15 13F/A Orion Portfolio Solutions, LLC 15,254 2.56 3,778 -15.33
2025-08-01 13F Envestnet Asset Management Inc 82,549 5.66 22,944 18.57
2025-08-13 13F M&t Bank Corp 905 3.55 251 16.20
2025-08-12 13F Public Sector Pension Investment Board 56,066 9.72 15,583 23.14
2025-08-14 13F Fiduciary Trust Co 1,245 0.57 346 13.07
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 848 8.44 236 21.76
2025-08-14 13F Fmr Llc 669,594 17.88 186,107 32.29
2025-08-14 13F Aster Capital Management (DIFC) Ltd 275 15.06 76 10.14
2025-08-14 13F Benjamin Edwards Inc 2,032 12.51 565 26.17
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 165 47.32 40 11.43
2025-07-23 13F Maryland State Retirement & Pension System 4,829 2.35 1,342 14.90
2025-08-26 NP EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB 2,869 5.83 797 18.78
2025-08-27 NP GTSAX - INVESCO Small Cap Growth Fund Class A 82,598 16.34 22,957 30.56
2025-08-14 13F Voya Investment Management Llc 142,756 7.25 39,678 20.37
2025-07-30 13F D.a. Davidson & Co. 3,872 1,076
2025-07-16 13F State of Alaska, Department of Revenue 9,789 9.73 3 0.00
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 455 0.22 114 -12.98
2025-07-25 13F Allspring Global Investments Holdings, LLC 54,355 35.50 15,480 53.40
2025-08-12 13F Franklin Resources Inc 183,569 51,021
2025-06-26 NP NSCS - Nuveen Small Cap Select ETF 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 556 2.02 134 -22.09
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 30,911 75.02 8,591 96.46
2025-08-14 13F Smartleaf Asset Management LLC 330 13.40 93 29.17
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 4,709 4.64 1,309 17.41
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 25 4.17 7 20.00
2025-07-21 13F Ameritas Advisory Services, LLC 13 4
2025-07-14 13F Oliver Luxxe Assets LLC 9,715 0.92 2,700 13.30
2025-08-13 13F Arrowstreet Capital, Limited Partnership 23,495 6,530
2025-08-22 NP FESM - Fidelity Enhanced Small Cap ETF 21,782 324.77 6,054 316.08
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 13,538 11.67 3,264 -15.09
2025-08-15 13F Tower Research Capital LLC (TRC) 2,072 141.49 576 171.23
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 1,016 4.31 245 -20.78
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio 5,834 4.95 1,622 17.81
2025-07-21 13F Zwj Investment Counsel Inc 900 250
2025-08-08 13F Creative Planning 14,641 15.75 4,069 29.92
2025-08-14 13F Susquehanna International Group, Llp Put 11,500 71.64 3,196 92.65
2025-08-06 13F Fox Run Management, L.l.c. 1,383 384
2025-08-26 NP GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 2,892 804
2025-08-14 13F Susquehanna International Group, Llp 23,526 8.82 6,539 22.11
2025-08-11 13F Dorsey & Whitney Trust CO LLC 8,306 0.67 2,309 12.97
2025-08-14 13F Susquehanna International Group, Llp Call 13,300 10.83 3,697 24.40
2025-08-12 13F Charles Schwab Investment Management Inc 202,065 0.49 56,162 12.78
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4,037 17.59 1,122 32.00
2025-08-27 NP Liberty All Star Growth Fund Inc. 4,320 1,201
2025-08-14 13F Lazard Asset Management Llc 28 1,300.00 0
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 4,254 2.63 1,182 15.20
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 2 1
2025-08-12 13F Prudential Financial Inc 47,308 1.52 13,149 13.92
2025-08-26 NP JMEE - JPMorgan Market Expansion Enhanced Equity ETF 6,697 1,861
2025-08-27 NP Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 39,436 29.92 10,961 45.80
2025-06-30 NP VEXPX - VANGUARD EXPLORER 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 215,330 16.55 51,920 -11.38
2025-06-25 NP EKGAX - Wells Fargo Global Small Cap Fund (f/k/a Wells Fargo Global Opportunities Fund) Class A 2,098 506
2025-08-20 NP RUSC - U.S. Small Cap Equity Active ETF 178 49
2025-08-14 13F Evergreen Capital Management Llc 1,630 11.11 453 24.79
2025-06-27 NP RSSL - Global X Russell 2000 ETF 10,525 6.44 2,538 -19.07
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 41 2.50 11 22.22
2025-08-07 13F Vise Technologies, Inc. 2,578 25.69 716 16.42
2025-08-28 NP DTSGX - Small Company Growth Portfolio Investment Class 316 18.35 88 31.82
2025-07-14 13F AdvisorNet Financial, Inc 114 48.05 32 63.16
2025-08-14 13F Horizon Investments, LLC 4,459 1,239
2025-08-07 13F Readystate Asset Management Lp 1,672 465
2025-08-13 13F Cresset Asset Management, LLC 2,050 0.89 570 13.12
2025-08-14 13F Glenmede Investment Management, LP 3,581 995
2025-08-08 13F Avantax Advisory Services, Inc. 1,833 41.87 509 59.06
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 545,038 1.66 151,488 14.09
2025-08-14 13F Millennium Management Llc 247,647 673.63 68,831 768.31
2025-08-26 NP MSCFX - Mairs & Power Small Cap Fund 32,089 3.94 8,919 16.64
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 6,460 1.08 1,624 -12.22
2025-07-31 13F State of New Jersey Common Pension Fund D 7,496 8.57 2,083 21.88
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 7,341 1.94 1,770 -22.47
2025-08-13 13F MetLife Investment Management, LLC 50,773 0.27 14,112 12.53
2025-06-24 NP SWTSX - Schwab Total Stock Market Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7,659 4.28 1,847 -20.74
2025-08-27 13F/A Brinker Capital Investments, LLC 16,136 5.78 4,485 18.72
2025-08-15 13F Morgan Stanley 175,296 9.15 48,722 22.50
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 11,830 9.12 3,288 22.50
2025-08-05 13F Bank Of Montreal /can/ 3,276 5.92 911 18.80
2025-08-12 13F Jpmorgan Chase & Co 290,357 0.99 80,702 13.33
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A 12,083 2.17 3,358 14.69
2025-08-26 NP JSCSX - JPMorgan U.S. Small Company Fund Class I 5,917 98.56 1,645 122.76
2025-08-14 13F Aqr Capital Management Llc 7,103 27.48 1,974 43.15
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 87,803 2.13 22,078 -11.33
2025-07-30 NP ENDW - Cambria Endowment Style ETF 27 7
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 1,973 2.55 476 -22.13
2025-08-14 13F Arete Wealth Advisors, LLC 1,630 35.72 0
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 3,252 61.39 904 80.96
2025-08-14 13F Sei Investments Co 54,614 14.09 15,179 28.04
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 112 38
2025-06-26 NP FSSLX - Fidelity Series Small Cap Core Fund 41,175 6.74 9,928 -18.84
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 7,125 1,718
2025-07-29 NP ESGV - Vanguard ESG U.S. Stock ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,717 0.49 935 -12.79
2025-08-08 13F Calamos Advisors LLC 3,174 30.03 882 46.03
2025-07-31 13F Oppenheimer Asset Management Inc. 7,437 10.93 2,067 24.52
2025-08-15 13F Morse Asset Management, Inc 2,040 7.37 567 20.43
2025-08-14 13F State Street Corp 680,823 0.13 189,228 12.38
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 29,531 6.48 7,121 -19.04
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 30,319 2.47 8,427 14.98
2025-08-06 13F Rialto Wealth Management, LLC 3 1
2025-08-14 13F Peak6 Llc Call 3,400 945
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Value Fund 4,103 20.46 1,140 35.23
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 47,033 3.17 11,341 -21.57
2025-08-13 13F Invesco Ltd. 694,312 9.77 192,977 23.19
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 11,902 1.36 3,492 20.08
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 1,194 93.83 332 117.76
2025-08-12 13F SRS Capital Advisors, Inc. 65 490.91 18 800.00
2025-08-14 13F Capitolis Liquid Global Markets LLC 20,900 5,809
2025-08-08 13F Mitsubishi UFJ Trust & Banking Corp 1,037 288
2025-08-12 13F Laurel Wealth Advisors LLC 2,780 27,700.00 0 -100.00
2025-08-13 13F Greenwich Wealth Management LLC 104,200 415.10 29 460.00
2025-08-22 NP FEAC - Fidelity Enhanced U.S. All-Cap Equity ETF 11 3
2025-08-21 NP MSCQX - Mercer US Small/Mid Cap Equity Fund Class I 31,195 7.81 8,670 20.99
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 15,393 11.33 3,712 -15.35
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 13,368 4.70 3,716 17.49
2025-08-14 13F Ubs Asset Management Americas Inc 79,941 80.36 22,219 102.41
2025-08-14 13F Bnp Paribas Arbitrage, Sa 2,764 40.95 768 58.35
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 37,720 0.37 9,095 -23.69
2025-08-27 NP Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a) 75,449 20.53 20,970 35.26
2025-08-08 13F Geode Capital Management, Llc 400,772 2.50 111,402 15.01
2025-05-15 13F Texas Permanent School Fund 6,765 1,631
2025-08-12 13F LPL Financial LLC 7,895 11.39 2,194 25.01
2025-08-14 13F Concorde Financial Corp 10 3
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 9,743 29.44 2,708 56.29
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 852 9.23 214 -4.89
2025-06-26 NP ALMAX - Alger Weatherbie Specialized Growth Fund Class A 733 177
2025-08-28 NP NPSGX - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares 5,970 45.61 1,659 63.45
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 6,296 4.10 1,750 16.83
2025-08-06 13F Commonwealth Equity Services, Llc 2,264 1.62 1
2025-07-18 13F Truist Financial Corp 24,718 0.11 6,870 12.37
2025-08-21 NP MXMTX - Great-West Small Cap Growth Fund Investor Class 2,059 33.96 572 50.53
2025-08-14 13F Ameriprise Financial Inc 70,688 16.19 19,647 30.40
2025-08-14 13F Destination Wealth Management 1,502 0.87 417 13.32
2025-08-14 13F Tudor Investment Corp Et Al 9,025 529.36 2,508 606.48
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 29,690 2.07 7,466 -11.38
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 20,523 1.64 5,704 14.08
2025-08-08 13F Principal Financial Group Inc 81,594 1.38 22,678 13.77
2025-08-12 13F Personal Cfo Solutions, Llc 780 217
2025-08-27 NP PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I 14,762 2.93 4,103 15.52
2025-08-14 13F Point72 Asset Management, L.P. 28,903 8,033
2025-07-23 13F Louisiana State Employees Retirement System 7,700 1.32 2,140 13.71
2025-07-31 13F MQS Management LLC 963 268
2025-03-26 NP ALSRX - Alger SmallCap Growth Institutional Fund Class I 2,421 134.82 768 162.67
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 769 6.66 185 -18.86
2025-08-14 13F Point72 Asia (Singapore) Pte. Ltd. 148 41
2025-08-12 13F MAI Capital Management 44 528.57 12 1,100.00
2025-08-29 NP DON - WisdomTree U.S. MidCap Dividend Fund N/A 18,302 2.49 5,087 15.02
2025-08-04 13F Flagship Harbor Advisors, Llc 723 201
2025-08-11 13F Universal- Beteiligungs- und Servicegesellschaft mbH 14,779 6.25 4,108 19.25
2025-08-13 13F Systematic Financial Management Lp 194,799 0.27 54,143 12.53
2025-08-13 13F Bare Financial Services, Inc 26 271.43 7 600.00
2025-08-14 13F Citadel Advisors Llc 150,177 33.09 41,740 49.37
2025-08-14 13F/A Barclays Plc 41,686 1.00 12 10.00
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,236 2.76 621 15.43
2025-07-23 13F Klp Kapitalforvaltning As 3,700 8.82 1,028 22.09
2025-07-15 13F Fifth Third Bancorp 613 3.37 170 16.44
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 1,199 4.35 333 17.25
2025-08-27 NP BBGSX - Bridge Builder Small/Mid Cap Growth Fund 47,808 10.48 13,288 23.99
2025-08-12 13F Cynosure Management, Llc 1,749 34.54 486 51.40
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1 11,122 10.05 2,682 -16.35
2025-07-29 NP SFYX - SoFi Next 500 ETF 110 28
2025-08-15 NP SPWAX - American Beacon Stephens Small Cap Growth Fund A Class 20,984 25.34 5,832 40.67
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 970 44.35 234 9.39
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 5,434 11.47 1,310 -15.27
2025-07-29 NP MMSC - First Trust Multi-Manager Small Cap Opportunities 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 655 12.93 165 -1.80
2025-07-28 NP QGRO - American Century STOXX U.S. Quality Growth 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 10,095 2,538
2025-08-14 13F PMC FIG Opportunities LLC 6,309 1,754
2025-06-26 NP MSTQX - Morningstar U.S. Equity Fund 6,563 14.68 1,582 -12.79
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 5,314 0.76 1,477 13.02
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 4,407 16.71 1,225 30.91
Other Listings
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