STX / Seagate Technology Holdings plc - Institutional Ownership - Buyers

Seagate Technology Holdings plc
US ˙ NasdaqGS ˙ IE00BKVD2N49

Institutional and Fund Ownership - Buyers

Major holders that have opened new positions in Seagate Technology Holdings plc include PEYAX - PUTNAM EQUITY INCOME FUND Class A Shares, Egerton Capital (UK) LLP, JVMAX - John Hancock Disciplined Value Mid Cap Fund Class A, Castle Hook Partners LP, FBLEX - Fidelity Series Stock Selector Large Cap Value Fund, Rokos Capital Management LLP, Atalan Capital Partners, LP, Putnam ETF Trust - Putnam Focused Large Cap Value ETF -, Hawk Ridge Capital Management Lp, Amanah Holdings Trust, Wolf Hill Capital Management, LP, Marshall Wace, Llp, Rokos Capital Management LLP, Rokos Capital Management LLP, Deroy & Devereaux Private Investment Counsel Inc, QCEQRX - Equity Index Account Class R1, Beaconlight Capital, Llc, potrero capital research llc, Resona Asset Management Co.,Ltd., and FPX - First Trust US Equity Opportunities ETF .

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
(%)
2025-08-26 NP VVIPX - Voya VACS Index Series S Portfolio 16,186 0.54 2,336 70.89
2025-08-26 NP IXN - iShares Global Tech 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 67,154 1.01 9,692 71.63
2025-07-28 13F Hamilton Point Investment Advisors, LLC 2,250 326
2025-08-06 13F Penserra Capital Management LLC 1,086 12.66 0
2025-08-26 NP INGIX - Voya U.S. Stock Index Portfolio Class I 17,232 5.55 2,487 79.44
2025-08-27 NP TAAGX - Timothy Aggressive Growth Fund Class A 23,048 35.62 3,327 130.49
2025-08-12 13F DnB Asset Management AS 38,794 5,599
2025-07-11 13F/A Financiere des Professionnels - Fonds d,investissement inc. 11,243 1,623
2025-08-11 13F TD Waterhouse Canada Inc. 153,387 3.15 22,247 77.02
2025-07-24 NP FEIAX - Fidelity Advisor Equity Income 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 124,300 161.13 14,660 202.25
2025-08-26 NP PAEAX - Putnam Dynamic Asset Allocation Growth Fund Class A shares 38,609 5.05 5,572 78.48
2025-06-24 NP Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF 10 1
2025-08-11 13F United Capital Financial Advisers, Llc 5,824 4.41 841 77.59
2025-07-11 13F Farther Finance Advisors, LLC 6,498 12.21 938 91.62
2025-08-07 13F ProShare Advisors LLC 56,768 4.46 8,193 77.49
2025-08-22 NP PEPS - Parametric Equity Plus ETF 574 140.17 83 310.00
2025-06-23 NP PLFMX - LargeCap S&P 500 Index Fund R-3 37,298 2.09 3,395 -3.55
2025-08-13 13F Pictet Asset Management Holding SA 127,115 3.74 18,347 76.27
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 36,385 11.95 3,312 5.78
2025-07-18 13F Institute for Wealth Management, LLC. 2,435 351
2025-08-15 13F Morgan Stanley 5,488,478 0.03 792,152 69.95
2025-07-28 13F Deroy & Devereaux Private Investment Counsel Inc 123,286 18
2025-07-10 13F Moody National Bank Trust Division 4,625 1.96 668 73.25
2025-06-30 NP XCLR - Global X S&P 500 Collar 95-110 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., 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 13 30.00 1
2025-08-22 NP XAOKX - Index 500 Portfolio Initial Class 68,635 0.55 9,906 70.85
2025-07-30 13F Avidian Wealth Solutions, LLC 5,100 4.98 736 78.64
2025-08-14 13F USS Investment Management Ltd 44,941 7.41 6,484 82.44
2025-09-04 13F/A Advisor Group Holdings, Inc. 68,115 59.28 9,162 152.16
2025-07-24 13F Trust Co Of Toledo Na /oh/ 395 57
2025-08-07 13F Hughes Financial Services, LLC 13 8.33 2 0.00
2025-05-02 13F Capital A Wealth Management, LLC 62 3.33 5 0.00
2025-08-14 13F Quarry LP 539 78
2025-06-23 NP LVPIX - Large-cap Value Profund Investor Class 1,169 1,213.48 106 1,225.00
2025-07-08 13F Parallel Advisors, LLC 4,054 39.65 585 137.80
2025-06-26 NP FLPSX - Fidelity Low-Priced 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 1,735,781 5.22 158,008 -0.60
2025-08-07 13F Zions Bancorporation, National Association /ut/ 752 53.78 109 163.41
2025-08-11 13F Private Advisor Group, LLC 16,829 13.18 2,429 92.24
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 27,811 4,014
2025-07-29 13F Everence Capital Management Inc 2,560 0
2025-08-13 13F Renaissance Technologies Llc 585,293 712.99 84,475 1,281.44
2025-07-31 13F Kornitzer Capital Management Inc /ks 3,100 447
2025-08-27 NP JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 2,457 90.02 355 224.77
2025-07-09 13F Veracity Capital LLC 3,760 5.80 543 80.07
2025-08-27 NP VHCOX - Vanguard Capital Opportunity Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,000 144
2025-03-27 NP MSTVX - Morningstar Alternatives Fund 280 54.70
2025-07-24 13F Standard Life Aberdeen plc 166,664 5.48 23,848 79.45
2025-08-13 13F Kilter Group LLC 51 7
2025-06-26 NP ACVF - American Conservative Values ETF 540 1.89 49 -3.92
2025-08-14 13F Scientech Research LLC 6,177 892
2025-08-14 13F Frisch Financial Group, Inc. 1,696 0
2025-06-26 NP FBLEX - Fidelity Series Stock Selector Large Cap 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 612,400 55,747
2025-07-24 NP SHP ETF Trust - NEOS S&P 500(R) High Income ETF 8,374 19.00 988 37.66
2025-07-14 13F Salvus Wealth Management, LLC 3,416 2.03 493 73.59
2025-08-14 13F Occudo Quantitative Strategies Lp 58,731 626.60 8,477 1,135.57
2025-07-14 13F UMA Financial Services, Inc. 103 15.73 15 100.00
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 25,298 6.19 3,651 80.47
2025-04-29 NP HESGX - Horizon ESG Defensive Core Fund Investor Class 3,678 10.05 375 10.65
2025-08-27 NP VMGIX - Vanguard Mid-Cap Growth Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,729,121 4.68 249,564 77.85
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 249,787 3.34 36,052 75.57
2025-06-26 NP TBLRX - Transamerica Balanced II R 1,904 6.01 173 0.00
2025-07-30 13F Ethic Inc. 20,270 16.37 2,867 94.70
2025-08-14 13F Sona Asset Management (us) Llc 34,400 4,965
2025-08-14 13F Beaconlight Capital, Llc 96,397 13,913
2025-06-30 NP QDPL - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 3,376 16.94 307 10.43
2025-08-08 13F Commonwealth Of Pennsylvania Public School Empls Retrmt Sys 52,047 7.50 7,512 82.66
2025-07-28 NP IUS - Invesco RAFI(TM) Strategic US ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,312 0.65 273 16.24
2025-08-12 13F/A Boston Partners 1,340,501 193,500
2025-08-04 13F Pensionmark Financial Group, Llc 4,609 3.78 665 76.39
2025-08-14 13F Coastal Bridge Advisors, LLC 2,098 303
2025-08-28 NP MOJAX - Power Momentum Index Fund Class A Shares 11,134 1,607
2025-06-24 NP GAOAX - JPMorgan Global Allocation Fund Class A 20,865 56.12 1,899 47.55
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 922 10.68 84 3.75
2025-07-11 13F/A Umb Bank N A/mo 1,554 130.22 224 292.98
2025-08-12 13F SRS Capital Advisors, Inc. 744 19.42 107 105.77
2025-08-04 13F Hantz Financial Services, Inc. 162 2,214.29 0
2025-07-28 NP AVSU - Avantis Responsible U.S. Equity ETF 1,854 9.90 219 27.49
2025-08-14 13F Verition Fund Management LLC Call 20,100 570.00 2,901 1,042.13
2025-08-26 NP POMIX - T. Rowe Price Total Equity Market 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 12,050 30.85 1,739 122.38
2025-08-14 13F Verition Fund Management LLC 123,061 36.51 17,761 131.93
2025-06-30 NP RSP - Invesco S&P 500 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 1,620,582 5.48 147,522 -0.36
2025-08-13 13F North Berkeley Wealth Management, LLC 2,184 315
2025-08-14 13F Raymond James Financial Inc 404,741 5.44 58,416 79.13
2025-08-29 NP VOTE - Engine No. 1 Transform 500 ETF 3,109 3.36 488 78.75
2025-06-30 NP INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF 5,260 17.54 479 10.90
2025-08-14 13F Symmetry Investments LP 37,200 116.28 5,369 267.49
2025-07-25 13F Hemington Wealth Management 184 26.03 0
2025-08-14 13F Verition Fund Management LLC Put 33,000 54.93 4,763 163.24
2025-08-14 13F Towarzystwo Funduszy Inwestycyjnych Pzu Sa 360 24.14 52 112.50
2025-06-25 NP DVY - iShares Select Dividend 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 1,931,297 10.99 175,806 4.85
2025-08-14 13F Daiwa Securities Group Inc. 35,081 4.76 5 150.00
2025-08-28 NP INDEX - S&P 500(R) Equal Weight No Load Shares 502 2.66 72 75.61
2025-06-30 NP VWNFX - Vanguard Windsor II 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 3,956,038 14.10 360,118 7.79
2025-06-25 NP Wells Fargo Global Dividend Opportunity Fund 27,791 2,530 953.75
2025-08-04 13F Ocean Capital Management, LLC 1,644 237
2025-07-18 13F Community Bank & Trust, Waco, Texas 9,546 2.16 1
2025-07-25 13F Oregon Public Employees Retirement Fund 18,408 1.10 2,657 71.80
2025-08-14 13F Group One Trading, L.p. 2,292 331
2025-08-11 13F HighTower Advisors, LLC 77,072 2.14 11,124 73.53
2025-08-14 13F Paragon Private Wealth Management, LLC 4,528 18.29 654 100.92
2025-07-14 13F Opal Wealth Advisors, LLC 1,733 1.35 250 72.41
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 1,213 263.17 175 525.00
2025-08-14 13F Horizon Investments, LLC 3,304 8.04 477 83.78
2025-08-28 NP TPLC - Timothy Plan US Large Cap Core ETF 12,212 71.52 1,763 191.72
2025-08-28 NP NDOW - Anydrus Advantage ETF 1,186 182.38 171 388.57
2025-08-06 13F Resona Asset Management Co.,Ltd. 66,856 9,649
2025-05-29 NP PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares 18,597 20.60 1,580 18.72
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 37,439 2.10 5,404 73.45
2025-08-27 NP CMJAX - Calvert US Mid-Cap Core Responsible Index Fund Class A 10,490 2.97 1,514 75.03
2025-08-07 13F Northwest Bancshares, Inc. 1,450 209
2025-08-12 13F Advisors Asset Management, Inc. 1,068 16.59 154 100.00
2025-07-29 NP PBUS - Invesco PureBeta MSCI USA 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 28,553 16.41 3,368 34.73
2025-08-06 13F Fox Run Management, L.l.c. 14,396 2,078
2025-08-12 13F Nuveen, LLC 303,512 51.15 43,806 156.82
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 392,454 0.79 46,286 16.65
2025-08-28 NP ELDFX - ELFUN DIVERSIFIED FUND Elfun Diversified Fund 278 2.21 40 73.91
2025-07-10 13F Park Capital Management, LLC / WI 3,911 564
2025-08-07 13F CENTRAL TRUST Co 1,040 10.64 150 89.87
2025-08-06 13F Bensler, LLC 2,045 295
2025-07-17 13F Clay Northam Wealth Management, LLC 1,549 224
2025-06-24 NP SWPPX - Schwab S&P 500 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 469,127 1.20 42,705 -4.40
2025-08-28 NP Northern Lights Variable Trust - Power Momentum Index VIT Fund Class 2 shares 10,216 1,474
2025-08-11 13F Perennial Investment Advisors, LLC 1,628 235
2025-08-08 13F Pnc Financial Services Group, Inc. 51,129 10.00 7,379 86.90
2025-08-08 13F Cetera Investment Advisers 92,759 11.46 13,388 89.38
2025-07-15 13F Fortitude Family Office, LLC 44 6
2025-08-27 NP PRAXIS FUNDS - Praxis Impact Large Cap Value ETF 244 35
2025-05-12 13F Pinpoint Asset Management Ltd 268 23
2025-03-27 NP PALC - Pacer Lunt Large Cap Multi-Factor Alternator ETF 8,026 35.94 773 106.68
2025-08-07 13F Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 411,131 7.48 59,339 82.62
2025-08-27 NP VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index 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 75,309 1.86 10,869 73.07
2025-08-27 NP CFJAX - Calvert US Large-Cap Value Responsible Index Fund Class A 33,259 52.14 4,800 158.48
2025-07-28 13F Axxcess Wealth Management, Llc 1,540 222
2025-06-24 NP JFLI - JPMorgan Flexible Income ETF 655 60
2025-07-25 13F We Are One Seven, LLC 2,420 349
2025-08-12 13F Pacer Advisors, Inc. 30,140 36.84 4,350 132.50
2025-07-10 13F Exchange Traded Concepts, Llc 2,454 6.14 354 80.61
2025-08-04 13F Assetmark, Inc 3,125 136.92 451 302.68
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 399 58
2025-06-24 NP HEQQ - JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF 1,442 131
2025-08-12 13F Titleist Asset Management, Llc 2,423 350
2025-08-11 13F Cornerstone Planning Group LLC 13 62.50 2
2025-08-13 13F RIA Advisory Group LLC 1,617 233
2025-07-25 NP SCHV - Schwab U.S. Large-Cap Value 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 106,875 1.37 12,605 17.31
2025-08-13 13F Norges Bank 1,365,115 197,027
2025-08-28 NP SPDG - SPDR Portfolio S&P Sector Neutral Dividend ETF 423 21.55 61 110.34
2025-08-11 13F New Age Alpha Advisors, LLC 1,820 263
2025-06-30 NP XTR - Global X S&P 500 Tail Risk ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., 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 10 11.11 1
2025-08-14 13F Hurley Capital, LLC 100 14
2025-07-28 NP AVLC - Avantis U.S. Large Cap Equity ETF 1,823 22.93 215 42.38
2025-08-26 NP EKSAX - Wells Fargo Diversified Income Builder Fund Class A 13,689 25.47 1,976 113.28
2025-08-11 13F Dorsey & Whitney Trust CO LLC 1,538 222
2025-08-14 13F Diversify Advisory Services, LLC 5,600 871
2025-06-26 NP ETLGX - E*TRADE No Fee Large Cap Index Fund 22 2
2025-07-25 13F JustInvest LLC 36,310 32.67 5,241 125.52
2025-08-08 13F Forsta Ap-fonden 44,000 0.69 6,351 71.07
2025-08-04 13F Atria Investments Llc 13,214 18.43 1,907 101.37
2025-07-25 NP URTH - iShares MSCI World 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 12,702 5.87 1,498 22.59
2025-08-07 13F Kestra Private Wealth Services, Llc 28,341 7.76 4,090 83.08
2025-08-14 13F Voloridge Investment Management, Llc 547,156 175.23 78,971 367.62
2025-07-09 13F Berkshire Bank 5,107 14.02 737 93.95
2025-08-14 13F Mercer Global Advisors Inc /adv 27,509 4.66 3,970 77.87
2025-07-23 NP FAAAX - Franklin K2 Alternative Strategies Fund Class A Short -3,082 -363
2025-08-13 13F NEOS Investment Management LLC 9,122 24.40 1,317 111.58
2025-07-11 13F Grove Bank & Trust 817 3.94 118 77.27
2025-07-09 13F Lifelong Wealth Advisors, Inc. 2,500 0.36 361 70.62
2025-07-07 13F Insight Wealth Strategies, LLC 55,136 30.12 7,997 122.17
2025-07-31 13F R Squared Ltd 5,293 764
2025-08-05 13F Zweig-DiMenna Associates LLC 70,100 10,118
2025-08-11 13F ARS Investment Partners, LLC 123,841 69.69 17,874 183.79
2025-08-28 NP SSEYX - State Street Equity 500 Index II Portfolio 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 75,324 21.84 10,872 107.03
2025-08-12 13F Coldstream Capital Management Inc 4,886 94.82 707 231.46
2025-08-22 NP Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio 7,276 1.66 1,050 72.98
2025-06-24 NP HELO - JPMorgan Hedged Equity Laddered Overlay ETF 137,708 20.41 12,536 13.75
2025-08-14 13F Toroso Investments, LLC 27,158 39.99 3,920 137.80
2025-07-31 13F Oppenheimer & Co Inc 21,795 6.41 3,146 80.85
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 96,748 1.35 8,807 -4.26
2025-08-26 NP IVE - iShares S&P 500 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 338,242 2.45 48,818 74.06
2025-08-28 NP TOPC - iShares S&P 500 3% Capped ETF 49 7
2025-08-06 13F First Horizon Advisors, Inc. 151 32.46 22 133.33
2025-07-15 13F Armis Advisers, LLC 2,765 25.80 407 103.00
2025-08-12 13F Change Path, LLC 18,389 7.80 2,654 83.16
2025-08-18 NP PACIFIC SELECT FUND - Hedged Equity Portfolio Class P 20,248 1.87 2,922 73.10
2025-08-13 13F Pinpoint Asset Management (Singapore) Pte. Ltd. 35,354 5,103
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1 985 9.20 142 86.84
2025-08-13 13F Marshall Wace, Llp Put 196,600 28,375
2025-08-13 13F Dai-Ichi Life Insurance Company, Ltd 10,228 34.69 1,476 128.84
2025-06-25 NP IMCV - iShares Morningstar Mid-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 25,401 1.80 2,312 -3.83
2025-05-13 13F Adams Wealth Management 11,283 12.20 957 10.38
2025-08-11 13F Bell Investment Advisors, Inc 129 38.71 19 157.14
2025-08-12 13F Jacobi Capital Management LLC 1,676 242
2025-08-28 NP CDL - VictoryShares US Large Cap High Div Volatility Wtd ETF 26,837 1.66 3,873 72.75
2025-08-14 13F Icon Wealth Advisors, LLC 1,247 180
2025-08-27 13F/A Brinker Capital Investments, LLC 3,346 36.40 483 131.73
2025-08-14 13F Jane Street Group, Llc Put 630,400 198.06 90,986 406.43
2025-08-14 13F Jane Street Group, Llc 110,180 804.97 15,902 1,437.81
2025-08-12 13F AlphaCore Capital LLC 1,771 257
2025-08-13 13F Icon Advisers Inc/co 47,494 6,855
2025-08-13 13F Cerity Partners LLC 36,682 25.77 5,294 113.73
2025-08-07 13F Vise Technologies, Inc. 3,084 445
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 89 14
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 799,769 802.96 94,325 945.03
2025-06-24 NP SNXFX - Schwab 1000 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 69,508 1.31 6,327 -4.28
2025-08-01 13F New York Life Investment Management Llc 31,682 1.48 4,573 72.40
2025-08-27 NP PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF 324 47
2025-07-25 13F Cerro Pacific Wealth Advisors LLC 11,544 1.41 1,666 69.65
2025-08-19 NP BUFEX - Buffalo Large Cap Fund Investor Class 3,100 447
2025-08-25 13F/A Neuberger Berman Group LLC 657,268 1,751.25 94,676 3,039.09
2025-08-05 13F GPS Wealth Strategies Group, LLC 1,264 0.08 182 70.09
2025-08-14 13F Cubist Systematic Strategies, LLC 59,977 8,656
2025-07-29 13F Nordea Investment Management Ab 18,422 17.98 2,632 101.15
2025-08-14 13F Castle Hook Partners LP 731,803 105,621
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 6,820,131 1.76 984,350 72.89
2025-08-26 NP PABAX - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 28,691 4.55 4,141 77.61
2025-08-12 13F Rhumbline Advisers 246,868 0.46 35,630 70.68
2025-06-30 NP XYLD - Global X S&P 500 Covered Call ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., 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 14,409 5.80 1,312 -0.08
2025-06-30 NP TYLG - Global X Information Technology Covered Call & Growth ETF 114 7.55 10 0.00
2025-07-23 13F Bingham Private Wealth, Llc 3,249 1.59 469 72.69
2025-08-08 13F Advyzon Investment Management, LLC 1,499 216
2025-08-14 13F Maytus Capital Management, LLC 67,141 9,690
2025-08-11 13F CBIZ Investment Advisory Services, LLC 11 2
2025-08-11 13F FSC Wealth Advisors, LLC 479 69
2025-07-17 13F Catalytic Wealth RIA, LLC 1,984 286
2025-08-14 13F/A Rockefeller Capital Management L.P. 21,254 8.77 3,068 84.87
2025-08-20 NP QRPNX - AQR Alternative Risk Premia Fund Class N 1,002 52.74 145 161.82
2025-07-17 13F Lee Johnson Capital Management, Llc 5,496 793
2025-08-27 NP VANGUARD VARIABLE INSURANCE FUNDS - Equity Index 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 48,604 0.26 7,015 70.35
2025-08-08 13F Foundations Investment Advisors, LLC 3,021 436
2025-08-13 13F First Trust Advisors Lp 414,708 7.32 59,855 82.34
2025-08-14 13F Norinchukin Bank, The 10,386 2.58 1,499 74.30
2025-07-24 NP FDFIX - Fidelity Flex 500 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 25,979 7.82 3,064 24.77
2025-08-04 13F Great Lakes Retirement, Inc. 17,856 2.23 2,590 73.13
2025-08-14 13F California State Teachers Retirement System 312,533 11.69 45,108 89.76
2025-08-26 NP WAR - U.S. Global Technology and Aerospace & Defense ETF 1,130 163
2025-08-11 13F Banque Cantonale Vaudoise 23,308 3.21 3 200.00
2025-08-28 NP Spdr S&p 500 Etf Trust 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 2,573,829 0.72 371,481 71.13
2025-06-18 NP PEYAX - PUTNAM EQUITY INCOME FUND Class A Shares 3,717,808 338,432
2025-08-14 13F Warren Averett Asset Management, LLC 2,704 4.77 390 78.08
2025-07-30 13F LGT Financial Advisors LLC 2 0
2025-08-14 13F Moneta Group Investment Advisors Llc 4,039 43.53 583 143.51
2025-08-14 13F Ameriprise Financial Inc 233,345 175.15 33,698 367.24
2025-08-06 13F Prospera Financial Services Inc 10,172 1,468
2025-08-27 NP RYTTX - S&P 500 2x Strategy Fund A 687 1.63 99 73.68
2025-08-14 13F Citadel Advisors Llc 516,036 118.48 74,479 271.21
2025-07-18 13F Truist Financial Corp 38,882 24.78 5,612 111.98
2025-08-14 13F Citadel Advisors Llc Call 1,081,900 37.80 156,151 134.13
2025-08-12 13F Tradition Wealth Management, LLC 1,762 254
2025-08-04 13F Quaker Wealth Management, LLC 807 116
2025-08-14 13F Canada Pension Plan Investment Board 106,258 15,336
2025-08-11 13F Independent Advisor Alliance 3,916 8.48 565 84.64
2025-08-14 13F Price T Rowe Associates Inc /md/ 703,647 127.36 102 288.46
2025-07-18 13F CHURCHILL MANAGEMENT Corp 182,383 0.07 26,323 70.03
2025-08-12 13F BlackRock, Inc. 13,900,987 3.08 2,006,330 75.12
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 8,917 1.92 812 -3.80
2025-08-01 13F Howard Capital Management Inc. 4,015 17.47 582 100.34
2025-08-28 NP BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A 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 Short -6,100 -69
2025-08-27 NP VPCCX - Vanguard PRIMECAP Core 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 562,069 24.01 81,123 110.69
2025-08-04 13F HBK Sorce Advisory LLC 2,058 297
2025-08-14 13F Rokos Capital Management LLP Put 147,500 21,287
2025-08-27 NP VFINX - Vanguard 500 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 6,024,707 2.39 869,546 73.96
2025-08-14 13F Citadel Advisors Llc Put 1,283,700 56.09 185,276 165.20
2025-07-16 13F Meridian Investment Counsel Inc. 2,269 327
2025-08-14 13F Rokos Capital Management LLP Call 147,500 21,287
2025-08-14 13F Rokos Capital Management LLP 537,755 77,609
2025-08-14 13F Mariner, LLC 45,235 6.39 6,528 80.75
2025-08-14 13F DRW Securities, LLC 1,711 247
2025-08-14 13F Point72 Hong Kong Ltd 34,599 4,994
2025-08-27 NP RYTIX - Technology Fund Investor Class 2,222 12.45 321 91.62
2025-06-24 NP BBUS - JPMorgan BetaBuilders U.S. Equity ETF 17,483 4.44 1,591 -1.30
2025-06-24 NP PGEOX - GEORGE PUTNAM FUND OF BOSTON Class A Shares 244,094 3.57 22,220 -2.16
2025-08-18 13F Old North State Trust, LLC 1,430 0
2025-08-13 13F MIG Capital, LLC 25,080 499.00 3,620 919.44
2025-08-27 NP VIVAX - Vanguard Value 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 940,070 0.96 135,680 71.52
2025-03-27 NP PTLC - Pacer Trendpilot US Large Cap ETF 14,422 19.05 1,390 12.29
2025-08-05 13F NewSquare Capital LLC 73,463 2.57 10,488 74.31
2025-08-18 NP PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I 13,873 2,002
2025-07-25 NP SNPE - Xtrackers S&P 500 ESG ETF 10,559 59.41 1,245 102.11
2025-05-15 13F/A Orion Portfolio Solutions, LLC 2,453 208
2025-05-02 13F Cable Hill Partners, LLC 2,198 200
2025-08-06 13F Vestmark Advisory Solutions, Inc. 2,455 354
2025-08-13 13F Capital Fund Management S.a. Call 44,000 31.34 6,351 123.20
2025-08-13 13F Capital Fund Management S.a. Put 157,200 35.63 22,689 130.45
2025-08-12 13F Bravias Capital Group, LLC 1,850 267
2025-08-13 13F Victory Capital Management Inc 207,277 5.78 29,916 79.72
2025-08-08 13F Good Life Advisors, LLC 4,555 66.91 657 184.42
2025-07-29 13F Chevy Chase Trust Holdings, Inc. 112,092 0.96 16,178 71.52
2025-08-12 13F CIBC Private Wealth Group, LLC 3,632 9.50 524 138.18
2025-08-28 NP MODL - VictoryShares WestEnd U.S. Sector ETF 1,631 7.66 235 83.59
2025-08-07 13F 1620 Investment Advisors, Inc. 9,889 103.44 1,427 246.36
2025-07-28 13F New York State Teachers Retirement System 182,713 0.02 26 73.33
2025-07-29 NP VFTNX - Vanguard FTSE Social 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 102,807 0.76 12,125 16.62
2025-08-26 NP JAVA - JPMorgan Active Value ETF 248,031 28.70 35,798 118.68
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 56,888 14.13 5,179 7.81
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 42,107 0.47 4,966 16.30
2025-08-07 13F HighPoint Advisor Group LLC 1,871 270
2025-08-15 13F Tower Research Capital LLC (TRC) 6,692 31.91 966 124.42
2025-08-19 13F Marex Group plc Call 3,000 433
2025-08-06 13F True Wealth Design, LLC 35 34.62 5 150.00
2025-08-12 13F APG Asset Management N.V. 125,628 4.51 15,447 63.40
2025-08-14 13F Polar Capital Holdings Plc 1,094,519 157,972
2025-05-14 13F Credit Agricole S A 67,338 7.89 5,720 6.20
2025-08-14 13F Bank Of Hawaii 4,746 685
2025-06-25 NP TDVI - FT Vest Technology Dividend Target Income ETF 7,886 15.26 718 8.80
2025-08-13 13F Stablepoint Partners, LLC 51,905 2.45 7,491 74.05
2025-07-22 13F Confluence Wealth Services, Inc. 1,650 238
2025-06-26 NP FLKSX - Fidelity Low-Priced Stock K6 Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 296,011 12.92 26,946 6.67
2025-07-30 13F FNY Investment Advisers, LLC 9,060 13,627.27 1
2025-07-29 NP VOOV - Vanguard S&P 500 Value 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 48,938 0.24 5,772 16.00
2025-07-30 13F Financial Perspectives, Inc 122 1.67 18 70.00
2025-07-30 13F IMG Wealth Management, Inc. 68 10
2025-07-22 13F Valeo Financial Advisors, LLC 2,531 365
2025-07-09 NP Putnam ETF Trust - Putnam Sustainable Future ETF - 45,658 7.40 5,385 24.28
2025-08-26 NP EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB 498 1.01 72 73.17
2025-08-12 13F Handelsbanken Fonder AB 129,539 58.84 19 200.00
2025-08-08 13F MTM Investment Management, LLC 200 29
2025-07-17 13F Sound Income Strategies, LLC 1,535 143.26 222 316.98
2025-08-11 13F Primecap Management Co/ca/ 983,207 18.39 141,906 101.15
2025-08-21 NP MXVIX - Great-West S&P 500 Index Fund Investor Class 30,882 12.00 4,457 90.31
2025-06-24 NP JNBAX - JPMorgan Income Builder Fund Class A 203,846 20.01 18,556 13.37
2025-06-26 NP LRGF - iShares Edge MSCI Multifactor USA 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 9,048 84.62 824 164.63
2025-08-28 NP SPYV - SPDR(R) Portfolio S&P 500 Value 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 229,315 2.93 33,097 74.89
2025-08-14 13F Hrt Financial Lp 43,644 6
2025-06-26 NP IMCB - iShares Morningstar 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 18,821 1.49 1,713 -4.09
2025-06-27 NP POSKX - PRIMECAP Odyssey Stock Fund 200,000 13.31 18,206 7.05
2025-07-18 13F Cooper Financial Group 4,894 6.35 706 81.03
2025-07-14 13F GAMMA Investing LLC 4,964 63.99 716 178.60
2025-05-01 13F Reyes Financial Architecture, Inc. 0 0
2025-08-12 13F Running Point Capital Advisors, LLC 1,467 212
2025-07-29 NP GAAVX - GMO Alternative Allocation Fund Class VI Short -7,206 1.49 -850 17.43
2025-08-13 13F Johnson Financial Group, Inc. 626 3.30 91 76.47
2025-08-11 13F Nomura Asset Management Co Ltd 107,132 5.72 15,462 79.62
2025-06-26 NP FLCPX - Fidelity SAI U.S. Large 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 63,460 0.44 5,777 -5.11
2025-06-30 NP WLDR - Affinity World Leaders Equity ETF 13,640 51.00 1,242 42.64
2025-08-26 NP JPGSX - JPMorgan Intrepid Growth Fund Class I 88,944 8.27 12,837 83.96
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 26,244 33.47 2,389 26.08
2025-07-18 13F La Banque Postale Asset Management SA 110,139 1.61 15,896 72.65
2025-04-01 NP GURU - Global X Guru Index ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., 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 7,796 18.95 751 14.31
2025-08-08 13F Mv Capital Management, Inc. 171 8.92 25 84.62
2025-08-14 13F Boothbay Fund Management, Llc 99,584 5.23 14,373 78.78
2025-07-29 13F Chicago Partners Investment Group LLC 1,443 220
2025-08-13 13F Mount Yale Investment Advisors, LLC 1,054 152
2025-08-29 NP SPXUX - WisdomTree 500 Digital Fund N/A 18 200.00 3
2025-06-24 NP MYSPX - MainStay MacKay S&P 500 Index Fund Investor Class 6,542 0.82 596 -4.80
2025-08-13 13F Summit Financial, LLC 7,227 1,048
2025-07-24 13F Ronald Blue Trust, Inc. 3,145 10.66 454 87.97
2025-07-17 13F Greenleaf Trust 6,970 7.56 1,006 82.73
2025-08-20 NP RGLO - Global Equity Active ETF 3,696 533
2025-06-18 NP RGEAX - Global Equity Fund Class A 45,613 4.53 4,152 -1.24
2025-07-16 13F ORG Wealth Partners, LLC 725 207.20 105 452.63
2025-07-14 13F Park Avenue Securities Llc 7,518 19.09 1
2025-08-08 13F Hartland & Co., LLC 87,891 613.63 12,685 1,112.72
2025-08-28 NP SPLG - SPDR(R) Portfolio Large 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 292,386 11.73 42,200 89.84
2025-07-25 NP SCHX - Schwab U.S. Large-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 212,458 2.38 25,057 18.49
2025-07-28 NP ISPY - ProShares S&P 500 High Income ETF 3,335 17.76 393 36.46
2025-07-24 NP NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF 8 1
2025-08-11 NP CMEUX - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund 87,638 1.58 12,649 72.60
2025-08-11 13F Artemis Investment Management LLP 471,961 68,118
2025-07-30 NP SDOG - ALPS Sector Dividend Dogs ETF 270,729 5.87 31,930 22.52
2025-07-30 13F Whittier Trust Co Of Nevada Inc 1,165 2.19 168 75.00
2025-08-27 NP JNL SERIES TRUST - JNL/Mellon Information Technology Sector Fund (A) 111,932 15.82 16,155 96.80
2025-06-26 NP IDAT - iShares Cloud 5G and Tech 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 2,127 1.19 194 -4.46
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 130,378 5.71 11,868 -0.14
2025-08-05 13F State Of Michigan Retirement System 57,705 0.52 8,329 70.80
2025-08-13 13F Centiva Capital, LP 3,453 498
2025-07-29 NP VADCX - Invesco Equally-weighted S&p 500 Fund Class C 146,760 2.82 17,309 18.99
2025-06-27 NP PASIX - PACE Alternative Strategies Investments Class A Short -5,442 63.18 -495 118.06
2025-08-13 13F Bridgewater Associates, LP 25,883 3,736
2025-08-26 NP JDESX - JPMorgan U.S. Research Enhanced Equity Fund Class I 472,102 1.25 68,138 72.03
2025-08-13 13F Arizona State Retirement System 61,837 1.13 8,925 71.81
2025-07-14 13F Golden State Equity Partners 2,623 7.63 379 82.61
2025-08-12 13F MWA Asset Management 29,475 43.95 4,254 144.62
2025-08-13 13F GeoWealth Management, LLC 456 36.53 66 132.14
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 4,706 5.42 679 79.16
2025-06-25 NP ILCV - iShares Morningstar Large-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 8,528 0.41 776 -5.13
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 24,175 41.19 3,613 148.42
2025-06-27 NP PRF - Invesco FTSE RAFI US 1000 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 57,357 7.12 5,221 1.20
2025-07-24 NP Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy 14 2
2025-08-12 13F Prudential Plc 5,229 755
2025-08-12 13F Bank OZK 2,410 348
2025-07-25 13F Cwm, Llc 9,360 153.59 1
2025-07-07 13F Bangor Savings Bank 7,578 2.31 1,094 73.77
2025-07-15 13F Accurate Wealth Management, LLC 1,611 233
2025-07-14 13F CHICAGO TRUST Co NA 1,520 219
2025-08-05 13F Freestone Capital Holdings, LLC 9,258 8.66 1,336 84.79
2025-07-22 13F Investors Asset Management Of Georgia Inc /ga/ /adv 1,400 202
2025-08-12 13F Steward Partners Investment Advisory, Llc 13,987 9.34 2,019 85.82
2025-08-14 13F Zurich Insurance Group Ltd/FI 557,567 80,474
2025-07-25 13F PrairieView Partners, LLC 85 0
2025-07-10 13F Ferguson Wellman Capital Management, Inc 1,498 216
2025-08-05 13F American Capital Advisory, LLC 3 50.00 0
2025-08-14 13F Vident Advisory, LLC 8,166 13.86 1,179 93.43
2025-08-11 13F Wealthspire Advisors, LLC 4,212 7.15 608 82.28
2025-05-28 NP JEPI - JPMorgan Equity Premium Income ETF 1,428,046 7.02 121,313 5.34
2025-08-14 13F Summit Trail Advisors, Llc 6,952 1,008
2025-08-14 13F Nissay Asset Management Corp /japan/ /adv 26,639 3.51 3,845 75.85
2025-08-12 13F Entropy Technologies, LP 60,562 175.13 8,741 367.63
2025-08-05 13F Key FInancial Inc 19 3
2025-08-11 13F Alteri Wealth LLC 2,340 338
2025-08-14 13F Hancock Whitney Corp 74,956 6.43 10,818 80.84
2025-08-14 13F Ancora Advisors, LLC 203 29
2025-08-14 13F Point72 Asia (Singapore) Pte. Ltd. 1,748 252
2025-07-16 13F PFS Partners, LLC 388 0.78 56 75.00
2025-07-09 13F Czech National Bank 51,873 6.68 7,487 81.26
2025-07-24 13F Reuter James Wealth Management, Llc 1,705 246
2025-05-15 13F Texas Permanent School Fund 22,283 2,028
2025-08-27 NP Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 5,977 7.62 863 83.01
2025-07-15 13F Kwmg, Llc 64,431 0.69 9,299 71.06
2025-07-16 13F Old Port Advisors 35,658 0.35 5,147 70.51
2025-08-13 13F GM Advisory Group, Inc. 1,915 276
2025-08-12 13F Personal Cfo Solutions, Llc 2,992 14.11 432 94.14
2025-07-25 13F Apollon Wealth Management, LLC 14,048 13.57 2,028 93.05
2025-08-26 NP JHTRX - JPMorgan Hedged Equity 3 Fund Class R6 143,120 5.05 20,657 78.48
2025-08-25 NP ICTTX - ICON HEALTH AND INFORMATION TECHNOLOGY FUND Investor Class 13,919 2,009
2025-08-14 13F Alliancebernstein L.p. 235,686 3.48 34,017 75.81
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 1,879 271
2025-07-09 NP Putnam ETF Trust - Putnam Focused Large Cap Value ETF - 421,450 49,706
2025-08-27 NP RYDEX VARIABLE TRUST - Technology Fund Variable Annuity 1,101 28.92 159 119.44
2025-08-05 13F Lifeworks Advisors, LLC 30,498 22.18 4,402 107.59
2025-08-11 13F Avantax Planning Partners, Inc. 1,700 245
2025-08-12 13F Prudential Financial Inc 30,811 22.27 4,447 107.76
2025-06-26 NP USGRX - Growth & Income Fund Shares 1,622 3.71 148 -2.00
2025-07-16 13F Signaturefd, Llc 5,087 1.07 734 71.90
2025-05-15 13F Rakuten Investment Management, Inc. 19,346 1,643
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 47 7
2025-08-18 13F/A National Bank Of Canada /fi/ 155,929 33.22 22,502 126.31
2025-08-28 NP TPHD - Timothy Plan High Dividend Stock ETF 30,336 90.86 4,378 224.30
2025-08-14 13F Susquehanna International Group, Llp 224,857 967.39 32,454 1,714.03
2025-08-14 13F Susquehanna International Group, Llp Call 765,800 50.07 110,528 154.97
2025-08-14 13F Susquehanna International Group, Llp Put 957,800 117.63 138,239 269.76
2025-07-21 13F Ameriflex Group, Inc. 119 21.43 17 100.00
2025-08-14 13F Integrated Wealth Concepts LLC 9,401 30.99 1,357 122.66
2025-06-23 NP SIZE - iShares Edge MSCI USA Size 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 6,176 7.39 562 1.44
2025-07-22 13F HFM Investment Advisors, LLC 4 33.33 1
2025-08-25 NP GARIX - Gotham Absolute Return Fund Institutional Class 20,314 2.23 2,932 73.64
2025-07-24 13F Capital Advisors, Ltd. LLC 40 11.11 0
2025-08-12 13F Axq Capital, Lp 1,918 277
2025-07-25 13F Sequoia Financial Advisors, LLC 5,369 37.99 775 134.55
2025-07-29 13F Angeles Wealth Management, Llc 3,485 2.23 503 73.70
2025-08-26 13F/A Thrivent Financial For Lutherans 13,000 49.65 2
2025-07-31 13F Sumitomo Mitsui Trust Holdings, Inc. 513,037 3.27 74,047 75.46
2025-07-03 13F TrueWealth Advisors, LLC 4,868 703
2025-07-23 13F Trifecta Capital Advisors, LLC 12 2
2025-07-29 13F Harbor Asset Planning, Inc. 187 27
2025-08-08 13F Donoghue Forlines LLC 33,014 96.83 4,765 234.55
2025-08-12 13F Charles Schwab Investment Management Inc 1,386,524 1.51 200,117 72.47
2025-07-17 13F Chicago Capital, LLC 19,474 2,811
2025-07-28 NP AVUQ - Avantis U.S. Quality ETF 151 18
2025-07-11 13F Harbour Capital Advisors, LLC 2,560 389
2025-07-16 NP CGUS - Capital Group Core Equity ETF Share Class 380,740 242.20 44,904 298.30
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 303,055 8.46 35,742 25.52
2025-07-29 NP SDLAX - SIIT Dynamic Asset Allocation Fund - Class A 5,573 14.36 657 32.46
2025-08-13 13F Healthcare Of Ontario Pension Plan Trust Fund 8,465 235.38 1,222 470.56
2025-08-13 13F 1832 Asset Management L.P. 86,206 12,442
2025-08-14 13F Two Sigma Securities, Llc 2,758 398
2025-06-24 NP JDIV - JPMorgan Dividend Leaders ETF 673 14.85 61 8.93
2025-07-23 13F Quarry Hill Advisors, Llc 2,024 292
2025-08-04 13F Carret Asset Management, Llc 1,917 277
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 107,797 1.53 15,558 72.50
2025-06-26 NP FSLVX - Fidelity Stock Selector Large Cap 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 34,100 3,104
2025-07-08 13F Amanah Holdings Trust 289,774 41,829
2025-06-27 NP SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1 80,233 9.50 7,304 3.44
2025-08-14 13F Bridgefront Capital, LLC 7,867 1,135
2025-08-29 NP JAFSX - Science & Technology Trust NAV 33,600 62.07 4,849 113.61
2025-08-25 NP IOLZX - ICON EQUITY FUND Institutional Class 15,000 2,165
2025-08-12 13F Landscape Capital Management, L.l.c. 2,500 361
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1 13,657 0.32 1,243 -5.19
2025-08-14 13F Partners Capital Investment Group, Llp 2,254 325
2025-08-14 13F Hawk Ridge Capital Management Lp 407,920 58,875
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 84,995 409.78 12,267 1,089.82
2025-07-22 13F Belpointe Asset Management LLC 3,363 485
2025-08-12 13F J.w. Cole Advisors, Inc. 1,937 280
2025-08-13 13F Arrowstreet Capital, Limited Partnership 251,555 36,307
2025-06-26 NP NUDV - Nuveen ESG Dividend 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 1,139 78.25 104 68.85
2025-08-01 13F Vision Financial Markets Llc 1,200 173
2025-07-17 13F/A Capital Investment Advisors, LLC 2,119 306
2025-07-24 13F Callan Family Office, LLC 1,438 208
2025-03-26 NP NULC - Nuveen ESG Large-Cap 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 1,522 10.45 147 5.80
2025-08-14 13F Rafferty Asset Management, LLC 72,872 23.00 10,518 109.00
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 9,914 41.93 902 34.03
2025-08-05 13F iA Global Asset Management Inc. 49,320 7
2025-08-14 13F Point72 Asset Management, L.P. Call 13,500 1,948
2025-08-14 13F Point72 Asset Management, L.P. Put 2,400 346
2025-08-14 13F Meiji Yasuda Asset Management Co Ltd. 5,523 28.03 797 117.76
2025-08-11 13F Bellwether Advisors, LLC 29 4
2025-08-01 13F Envestnet Asset Management Inc 161,131 36.66 23,256 132.19
2025-08-05 13F Mission Wealth Management, Lp 5,289 0.69 763 71.08
2025-07-17 13F Farmers & Merchants Trust Co of Long Beach 2,232 322
2025-08-13 13F Bank Of Nova Scotia Put 2,000 289
2025-08-14 13F Xponance, Inc. 20,923 5.20 3,020 78.74
2025-08-15 13F/A Rakuten Securities, Inc. 187 884.21 27 2,500.00
2025-07-22 13F Carolina Wealth Advisors, LLC 1,006 1,173.42 145 2,316.67
2025-06-30 NP PBP - Invesco S&P 500 BuyWrite 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 639 21.71 58 16.00
2025-07-21 13F ASR Vermogensbeheer N.V. 19,501 69.53 2,814 188.02
2025-08-08 13F Financial Gravity Companies, Inc. 76 11
2025-08-14 13F Affinity Investment Advisors, Llc 15,952 54.57 2,302 162.79
2025-08-04 13F IFG Advisory, LLC 4,764 3.09 688 75.26
2025-08-14 13F Atalan Capital Partners, LP 500,000 72,165
2025-05-28 NP VEIPX - Vanguard Equity Income 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 1,337,436 7.23 113,615 5.54
2025-08-14 13F Cinctive Capital Management LP 2,976 430
2025-08-12 13F Swiss National Bank 640,800 7.41 92,487 82.49
2025-08-07 13F Midwest Trust Co 2,935 424
2025-08-27 NP VIMSX - Vanguard Mid-Cap Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,683,854 2.73 676,021 74.54
2025-08-13 13F Northwestern Mutual Wealth Management Co 14,809 35.43 2,137 130.28
2025-08-14 13F Avala Global LP 554,430 77.13 80,021 200.95
2025-07-24 NP HNDRX - Horizon Defined Risk Fund Investor Class 3,231 8.28 381 25.33
2025-07-22 13F Olistico Wealth, LLC 470 68
2025-08-12 13F Picton Mahoney Asset Management 23,669 7.39 3 200.00
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 9,282 2.79 1,341 74.93
2025-08-22 NP MIMPX - Global Strategist Portfolio Class I 111 2.78 16 77.78
2025-06-26 NP ACWI - iShares MSCI ACWI 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 55,552 13.30 5,057 7.03
2025-07-28 13F Twin Tree Management, LP Put 291,900 291,800.00 42,130 526,512.50
2025-08-26 NP PRSCX - T. Rowe Price Science & Technology Fund, Inc. 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 309,400 56.19 44,656 105.81
2025-07-28 13F Twin Tree Management, LP Call 298,700 43,111
2025-08-26 NP HLQVX - JPMorgan Large Cap Value Fund Class I 690,296 15.62 99,630 96.44
2025-08-12 13F Egerton Capital (UK) LLP 2,051,434 296,083
2025-08-26 NP JUSA - JPMorgan U.S. Research Enhanced Large Cap ETF 609 77.55 88 200.00
2025-07-15 13F Ballentine Partners, LLC 3,936 3.82 568 76.40
2025-08-27 NP Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio 159,190 17.52 22,976 99.66
2025-08-11 13F GW&K Investment Management, LLC 436 22.13 0
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 37,853 29.19 5 150.00
2025-07-25 13F CBOE Vest Financial, LLC 7,409 4.18 1,069 76.99
2025-07-28 NP UPRO - ProShares UltraPro S&P500 10,831 14.61 1,277 32.61
2025-08-01 13F Mizuho Securities Usa Llc 14,665 2,117
2025-08-26 NP JLPSX - JPMorgan U.S. Large Cap Core Plus Fund Class I 285,694 8.04 41,234 83.57
2025-08-08 13F Citizens Financial Group Inc/ri 2,281 329
2025-08-06 13F Andra AP-fonden 299,000 140.93 43,155 309.35
2025-08-26 NP IAXAX - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV 7,028 1,014
2025-08-28 NP MMTM - SPDR S&P 1500 Momentum 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 304 45.45 44 152.94
2025-07-15 13F Public Employees Retirement System Of Ohio 2,631 380
2025-08-14 13F Soros Capital Management Llc 36,700 5,297
2025-07-08 13F Range Financial Group LLC 32,722 1.37 4,723 72.21
2025-08-13 13F Amundi 536,593 32.71 81,530 181.90
2025-08-14 13F Voya Investment Management Llc 121,717 178.38 17,567 372.99
2025-08-08 13F Creative Planning 49,803 2.36 7,188 73.92
2025-08-08 13F Advisors Capital Management, LLC 293,486 2.85 42,359 74.74
2025-08-22 NP MBAAX - Global Strategist Portfolio Class A Shares 760 5.70 110 78.69
2025-08-05 13F Bank of New York Mellon Corp 1,019,192 0.05 147,100 69.99
2025-08-27 NP JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A) 3,617 0.98 522 71.71
2025-08-05 13F Simplex Trading, Llc 37,369 5
2025-07-24 13F Pinnacle West Asset Management, Inc. 6,070 5.66 1
2025-08-07 13F Nwam Llc 4,317 0.33 636 73.97
2025-08-15 13F Captrust Financial Advisors 26,159 16.43 3,776 97.85
2025-08-28 NP XLK - The Technology Select Sector SPDR Fund 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 1,687,163 2.14 243,508 73.54
2025-08-26 NP AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 471 0.86 68 71.79
2025-08-13 13F ExodusPoint Capital Management, LP 37,740 5
2025-08-14 13F Winton Capital Group Ltd 53,652 7,744
2025-08-22 NP FFNLX - Communication Services Portfolio Initial Class 11,400 1,645
2025-08-14 13F Millennium Management Llc 749,853 13.48 108,226 92.80
2025-08-14 13F Millennium Management Llc Call 136,600 680.57 19,715 1,226.72
2025-08-14 13F IHT Wealth Management, LLC 2,199 317
2025-08-08 13F Geode Capital Management, Llc 4,567,181 1.91 656,066 72.90
2025-08-14 13F Quantinno Capital Management LP 83,367 60.13 12,032 172.09
2025-08-11 13F NewEdge Wealth, LLC 13,160 3.99 1,949 81.21
2025-08-11 13F Symphony Financial, Ltd. Co. 46,616 6,730
2025-08-26 NP Institutional Investment Strategy Fund 15 36.36 2
2025-07-29 NP PREFX - T. Rowe Price Tax-Efficient Equity 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 1,000 118
2025-07-08 13F Rise Advisors, LLC 132 6.45 19 90.00
2025-08-26 NP XVV - iShares ESG Screened S&P 500 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 1,840 25.51 266 113.71
2025-08-19 13F Liontrust Investment Partners LLP 356,429 51,443
2025-06-27 NP VEGN - US Vegan Climate ETF 946 4.88 86 0.00
2025-04-25 NP SPMO - Invesco S&P 500 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 83,343 31.58 8,493 32.33
2025-07-25 13F Almanack Investment Partners, LLC. 3,750 541
2025-08-14 13F Perbak Capital Partners LLP 2,196 317
2025-08-04 13F Retirement Systems of Alabama 45,537 0.10 6,572 70.08
2025-08-12 13F Tocqueville Asset Management L.p. 1,504 217
2025-08-22 NP CVLC - Calvert US Large-Cap Core Responsible Index ETF 2,190 8.36 316 84.80
2025-07-16 13F ORG Partners LLC 3 0
2025-07-31 13F Buckingham Strategic Partners 2,553 368
2025-08-14 13F Hilltop Holdings Inc. 1,802 260
2025-08-12 13F Mufg Securities Americas Inc. 4,703 25.51 679 113.21
2025-04-28 NP SWP - SWP GROWTH & INCOME ETF 14,950 0.61 1,524 1.20
2025-08-08 13F Kingsview Wealth Management, LLC 1,928 278
2025-08-14 13F Kovitz Investment Group Partners, LLC 120,929 0.88 17,456 71.42
2025-08-13 13F M&t Bank Corp 12,474 2.30 1,801 73.91
2025-08-14 13F Goldman Sachs Group Inc Call 280,000 180.00 40,412 375.72
2025-08-14 13F Goldman Sachs Group Inc 1,750,499 65.73 252,649 181.58
2025-08-13 13F Lido Advisors, LLC Put 4,000 577
2025-08-06 13F Adviser Investments LLC 2,502 0.08 361 70.28
2025-08-13 13F Lido Advisors, LLC 16,167 67.34 2,345 183.56
2025-08-06 13F Savant Capital, LLC 13,086 138.45 1,889 305.15
2025-08-04 13F Kovack Advisors, Inc. 3,997 60.52 577 172.99
2025-06-18 NP NMFAX - Nationwide Dynamic U.S. Growth Fund Class A 5,455 5.84 497 0.00
2025-08-14 13F Voleon Capital Management Lp 10,826 1,563
2025-07-28 NP Invesco Exchange-Traded Fund Trust II - Invesco ESG NASDAQ Next Gen 100 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 1,245 2.89 147 18.70
2025-08-26 NP NXTI - Simplify Next Intangible Core Index ETF 48 6.67 7 100.00
2025-08-12 13F Inceptionr Llc 9,570 195.83 1,381 404.01
2025-08-13 13F West Family Investments, Inc. 1,391 201
2025-08-08 13F Vestcor Inc 4,103 11.74 1
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity 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 15,537 42.63 1,414 34.80
2025-08-14 13F Sachem Head Capital Management LP 1,522,500 2.18 219,742 73.61
2025-07-17 13F Janney Montgomery Scott LLC 93,294 15.54 13 116.67
2025-08-07 13F King Luther Capital Management Corp 1,500 216
2025-07-17 13F Sonora Investment Management Group, LLC 7,546 1,089
2025-08-14 13F Lazard Asset Management Llc 83,278 11.12 12 100.00
2025-08-20 NP QCFIX - AQR CVX Fusion Fund Class I 52 8
2025-08-05 13F Corton Capital Inc. 3,830 553
2025-07-09 13F Dynamic Advisor Solutions LLC 1,393 201
2025-07-25 13F Allspring Global Investments Holdings, LLC 61,263 21.51 8,886 108.47
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1 5,566 6.89 507 1.00
2025-04-01 NP PHDG - Invesco S&P 500 Downside Hedged 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 335 0.30 32 -3.03
2025-07-08 13F Nbc Securities, Inc. 253 0.80 0
2025-08-04 13F Partners in Financial Planning 1,600 231
2025-07-22 NP GUSA - Goldman Sachs MarketBeta U.S. 1000 Equity ETF 6,664 0.18 786 15.95
2025-06-24 NP PNRAX - Putnam Research Fund Class A Shares 105,220 1.52 9,578 -4.09
2025-07-24 13F Commerzbank Aktiengesellschaft /fi 2,351 0
2025-08-01 13F Fjarde Ap-fonden /fourth Swedish National Pension Fund 33,100 29.30 5 100.00
2025-08-13 13F Nicolet Advisory Services, Llc 1,557 241
2025-08-26 NP GPIX - Goldman Sachs S&P 500 Core Premium Income ETF 4,247 70.15 613 188.68
2025-08-26 NP JEPQ - JPMorgan Nasdaq Equity Premium Income ETF 781,381 8.43 112,777 84.22
2025-08-14 13F Cibc World Markets Corp 26,684 4.53 3,851 77.63
2025-08-12 13F Vestor Capital, Llc 2,116 207.11 0
2025-07-09 13F Defined Wealth Management, Llc 1,740 251
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class 2,364 341
2025-08-29 NP MVIAX - Praxis Value Index Fund Class A 2,560 95.42 369 232.43
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 50 5
2025-08-26 NP GVLU - Gotham 1000 Value ETF 2,500 46.71 361 150.00
2025-07-21 13F Ameritas Advisory Services, LLC 527 76
2025-08-14 13F Manufacturers Life Insurance Company, The 127,887 0.36 18,458 70.52
2025-07-16 13F/A CX Institutional 2,210 66.17 0
2025-08-27 NP RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity 328 285.88 47 571.43
2025-08-08 13F L & S Advisors Inc 52,025 7,509
2025-08-14 13F Glenmede Investment Management, LP 22,265 3,214
2025-08-12 13F Proequities, Inc. 0 0
2025-07-24 NP EUSA - iShares MSCI USA Equal Weighted 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 25,241 14.64 2,977 32.68
2025-06-26 NP FNILX - Fidelity ZERO Large 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 52,439 1.85 4,774 -3.77
2025-08-27 NP JNL SERIES TRUST - JNL/JPMorgan Nasdaq Hedged Equity Fund (I) 2,208 25.45 319 113.42
2025-08-07 13F Aviva Plc 158,275 6.92 22,844 81.65
2025-08-13 13F Channing Capital Management, LLC 31,469 4,542
2025-07-18 13F Naples Global Advisors, Llc 16,375 0.18 2,374 69.69
2025-07-24 13F Us Bancorp \de\ 22,988 8.75 3,318 84.79
2025-05-29 NP CUHAX - Victory US 500 Enhanced Volatility Wtd Index Fund Class A 418 1.70 36 0.00
2025-08-25 NP GCHDX - Gotham Hedged Core Fund Institutional Class 325 47
2025-08-08 13F Atlantic Trust, LLC 24,615 0.11 3,553 70.11
2025-06-26 NP SEEKX - Steward Large Cap Enhanced Index Fund Class A 4,581 25.03 417 18.13
2025-08-22 NP CVMC - Calvert US Mid-Cap Core Responsible Index ETF 1,671 12.00 241 91.27
2025-06-26 NP IBALX - Transamerica Multi-Managed Balanced A 38,382 4.76 3,494 -1.05
2025-07-31 13F Oak Harbor Wealth Partners, Llc 7,172 27.23 1,035 116.53
2025-07-24 NP FEQTX - Fidelity Equity Dividend Income 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 379,400 152.93 44,746 192.73
2025-08-14 13F Glenview Trust Co 5,221 5.03 754 78.44
2025-07-31 13F State of New Jersey Common Pension Fund D 69,112 0.21 9,975 70.23
2025-07-31 13F Leavell Investment Management, Inc. 1,913 277
2025-08-11 13F One Capital Management, LLC 2,272 328
2025-08-08 13F Empower Advisory Group, LLC 4,295 0.12 620 70.05
2025-08-26 NP PACAX - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 5,903 4.74 852 78.03
2025-07-29 NP Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 189 25.17 22 46.67
2025-08-27 NP HCSRX - The Catholic SRI Growth Portfolio HC Strategic Shares 209 39.33 30 150.00
2025-06-26 NP GLOF - iShares Edge MSCI Multifactor Global 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 1,694 80.21 154 71.11
2025-07-28 NP QVML - Invesco S&P 500 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 6,755 11.27 797 28.80
2025-08-19 13F Advisory Services Network, LLC 37,340 48.87 5,863 175.21
2025-08-13 13F Walleye Trading LLC Call 180,900 184.88 26,109 384.04
2025-08-13 13F Walleye Trading LLC Put 412,800 18.25 59,579 100.90
2025-08-14 13F Stifel Financial Corp 109,472 7.04 15,800 81.87
2025-03-26 NP NUMV - Nuveen ESG Mid-Cap Value 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 11,105 8.73 1,070 65.12
2025-08-14 13F ICONIQ Capital, LLC 1,542 223
2025-04-28 NP AGTHX - GROWTH FUND OF AMERICA Class A 622,865 147.71 63,476 149.13
2025-06-26 NP DUHP - Dimensional US High Profitability ETF 54,029 1.86 4,918 -3.78
2025-08-06 13F Atlantic Union Bankshares Corp 57 8
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 15,908 2.51 1,876 18.66
2025-07-31 13F Brighton Jones Llc 13,655 1.95 1,971 73.26
2025-08-29 NP JVMAX - John Hancock Disciplined Value Mid Cap Fund Class A 953,775 137,658
2025-08-14 13F Soroban Capital Partners LP 1,417,600 1,468.09 204,602 2,564.44
2025-08-18 13F Onefund, Llc 502 0
2025-08-14 13F Wells Fargo & Company/mn Put 100,000 14,433
2025-08-14 13F Sciencast Management LP 23,597 3,406
2025-06-30 NP XRMI - Global X S&P 500 Risk Managed Income ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., 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 211 16.57 19 11.76
2025-08-14 13F Woodline Partners LP 183,527 877.25 26,488 1,560.69
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 56,544 30.27 8,161 121.32
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 125,868 4.49 11,458 -1.29
2025-08-08 13F Pinnbrook Capital Management Lp 46,642 6,732
2025-08-28 NP EFIV - Spdr S&p 500 Esg 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 6,738 0.07 972 55.27
2025-08-12 13F Putnam Fl Investment Management Co 14,752 133.94 2,129 297.94
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class 9,463 1,366
2025-08-14 13F potrero capital research llc 82,100 11,849
2025-07-29 13F Private Trust Co Na 1,643 72.77 237 196.25
2025-08-28 NP New Age Alpha Funds Trust - NAA World Equity Income Fund Class P 533 77
2025-07-16 13F Magnus Financial Group LLC 1,706 246
2025-08-07 13F Teachers Retirement System Of The State Of Kentucky 16,540 1.45 2 100.00
2025-08-27 NP Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 2,286 0.26 330 70.47
2025-08-13 13F EverSource Wealth Advisors, LLC 1,630 29.57 235 121.70
2025-07-28 NP RWL - Invesco S&P 500 Revenue 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 27,580 26.73 3,253 46.68
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 120,270 6.81 17,354 81.43
2025-07-10 13F Swedbank AB 44,943 15.85 6,487 96.84
2025-08-27 NP Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio 190,073 0.69 27,433 71.08
2025-08-27 13F/A Squarepoint Ops LLC 376,572 985.53 54,351 1,744.87
2025-08-27 13F/A Squarepoint Ops LLC Call 156,500 132.20 22,588 294.53
2025-08-27 13F/A Squarepoint Ops LLC Put 114,700 185.32 16,555 384.89
2025-07-25 13F Concurrent Investment Advisors, LLC 3,764 30.06 543 121.63
2025-07-16 13F Essex Financial Services, Inc. 1,870 270
2025-08-08 13F Thoroughbred Financial Services, Llc 1,839 0
2025-08-13 13F Vinva Investment Management Ltd 3,420 484
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial 1,244 4.19 180 77.23
2025-08-25 NP GDLFX - Gotham Defensive Long 500 Fund Institutional Class 938 9,280.00 135
2025-07-30 NP AIS - VistaShares Artificial Intelligence Supercycle ETF 2,093 187.50 247 232.43
2025-08-19 13F Asset Dedication, LLC 809 9.47 117 87.10
2025-08-06 13F Rialto Wealth Management, LLC 13 85.71 2
2025-06-27 NP IGPT - Invesco Dynamic Software 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 30,960 0.84 2,818 -4.73
2025-08-25 NP MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class 20,687 2.18 2,986 73.65
2025-08-14 13F/A Skopos Labs, Inc. 1,153 64.25 166 181.36
2025-08-13 13F Ossiam 1,623 234
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service 4,999 1.81 722 72.90
2025-08-01 13F GoalVest Advisory LLC 320 30.61 46 130.00
2025-08-14 13F Tudor Investment Corp Et Al 131,131 18,926
2025-08-06 13F Asahi Life Asset Management Co., Ltd. 3,090 446
2025-08-13 13F Colonial Trust Co / SC 134 243.59 19 500.00
2025-08-14 13F Tudor Investment Corp Et Al Call 111,700 16,122
2025-08-14 13F Tudor Investment Corp Et Al Put 30,800 154.55 4,445 332.81
2025-08-15 13F WealthCollab, LLC 73 11
2025-08-14 13F Smartleaf Asset Management LLC 1,625 154.70 230 324.07
2025-08-12 13F Deutsche Bank Ag\ 1,231,780 4.26 177,783 77.14
2025-08-14 13F CoreCap Advisors, LLC 1,121 850.00 162 1,510.00
2025-07-29 NP Guggenheim Strategic Opportunities Fund 184 5.75 22 23.53
2025-08-29 NP EPS - WisdomTree U.S. LargeCap Fund N/A 5,702 1.42 823 72.33
2025-07-21 13F J. Safra Sarasin Holding AG 17,908 2,585
2025-08-15 13F CI Private Wealth, LLC 56,580 212.60 8,168 431.36
2025-07-22 13F Chung Wu Investment Group, LLC 100 14
2025-07-24 13F Blair William & Co/il 3,786 33.54 546 127.50
2025-08-07 13F Acadian Asset Management Llc 7,253 178.00 1
2025-07-22 13F Merit Financial Group, LLC 4,654 77.09 672 200.90
2025-08-14 13F Teza Capital Management LLC 3,668 529
2025-08-11 13F Citigroup Inc 516,447 137.38 74,539 303.32
2025-08-28 NP IGM - iShares Expanded Tech Sector 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 96,171 2.50 13,880 74.15
2025-08-14 13F Ieq Capital, Llc 40,775 7.27 5,885 82.25
2025-08-11 13F Citigroup Inc Put 55,500 8,010
2025-08-14 13F PDT Partners, LLC 9,809 1,416
2025-08-11 13F Citigroup Inc Call 104,100 15,025
2025-07-28 NP SPXE - S&P 500 ex-Energy ETF 279 0.36 33 14.29
2025-08-14 13F CIBC Asset Management Inc 33,821 6.55 4,881 81.05
2025-08-01 13F Teacher Retirement System Of Texas 32,143 3.98 4,639 76.66
2025-08-28 NP New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES 1,287 186
2025-08-26 NP PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. 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 25,550 3,688
2025-07-09 13F Sivia Capital Partners, LLC 1,818 262
2025-08-11 13F Covestor Ltd 269 0
2025-08-14 13F Modern Wealth Management, LLC 1,751 253
2025-08-08 13F Tortoise Investment Management, LLC 2 0
2025-08-20 NP QMFNX - AQR MS Fusion Fund Class N 175 25
2025-07-22 13F Wealthcare Advisory Partners LLC 5,545 4.31 800 77.38
2025-08-12 13F LPL Financial LLC 231,395 16.70 33,397 98.27
2025-08-14 13F Bank Of America Corp /de/ Put 40,000 5,773
2025-07-31 13F Washington Trust Advisors, Inc. 120 700.00 17 1,600.00
2025-08-14 13F Bank Of America Corp /de/ Call 20,000 2,887
2025-08-14 13F Bank Of America Corp /de/ 6,604,575 63.28 953,238 177.42
2025-08-14 13F Point72 (DIFC) Ltd Put 10,300 10,200.00 1,487 18,475.00
2025-07-25 13F Fifth Third Wealth Advisors LLC 2,100 303
2025-07-29 13F Empirical Asset Management, LLC 10,298 1,486
2025-08-11 13F Principal Securities, Inc. 4,257 129.86 614 286.16
2025-08-11 13F Keystone Investors Pte Ltd 32,321 4,665
2025-08-26 NP IUSV - iShares Core S&P U.S. 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 171,311 1.94 24,725 73.19
2025-07-29 NP SPHB - Invesco S&P 500 High Beta 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 33,243 30.19 3,921 50.65
2025-08-14 13F Adage Capital Partners Gp, L.l.c. 22,901 3,305
2025-08-08 13F M&G Plc 483,158 3.88 69,575 75.99
2025-08-14 13F Ubs Asset Management Americas Inc 1,794,269 15.35 258,967 95.98
2025-08-12 13F Ci Investments Inc. 1,220 3.65 0
2025-07-30 NP GDE - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A 290 314.29 34 385.71
2025-08-13 13F PharVision Advisers, LLC 1,633 236
2025-08-12 13F Trexquant Investment LP 8,481 35.87 1,224 130.94
2025-08-12 13F Aigen Investment Management, Lp 14,320 2,067
2025-08-04 13F Amalgamated Bank 30,072 0.36 4 100.00
2025-08-15 13F Kestra Advisory Services, LLC 24,283 3.72 3,505 76.26
2025-05-30 NP GBVCX - Victory Pioneer Global Value Fund Class C 336 29
2025-08-20 NP QHFRX - AQR MS Fusion HV Fund Class R6 194 28
2025-07-29 NP VITAX - Vanguard Information Technology Index Fund Admiral 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 1,814,938 2.32 214,054 18.41
2025-08-13 13F Quantbot Technologies LP 3,671 530
2025-08-27 NP JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) Short -66,036 7.13 -9,531 82.01
2025-08-12 13F Marshall & Sterling Wealth Advisors Inc. 46 7
2025-08-13 13F Quadrant Capital Group Llc 9,472 69.45 1,367 188.40
2025-07-15 13F Fifth Third Bancorp 40,262 13.58 5,811 92.99
2025-06-30 NP CATH - Global X S&P 500 Catholic Values ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., 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 4,085 1.57 372 -4.13
2025-08-13 13F Oribel Capital Management, LP 47,400 6,841
2025-06-26 NP FDMLX - Fidelity Series Intrinsic Opportunities 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 221,700 5.12 20,181 -0.69
2025-08-13 13F HAP Trading, LLC Put 40,400 158
2025-08-13 13F Keystone Financial Group 58,163 2.53 8,748 56.39
2025-08-13 13F HAP Trading, LLC Call 59,500 1,254
2025-08-13 13F HAP Trading, LLC 22,515 3,250
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A 8,343 0.54 1,204 71.02
2025-08-06 13F Ethos Financial Group, LLC 5,470 793
2025-07-09 13F Bruce G. Allen Investments, LLC 419 28.13 60 122.22
2025-07-22 13F IMC-Chicago, LLC 40,433 120.04 5,836 274.04
2025-08-14 13F Evergreen Capital Management Llc 4,748 7.42 688 82.01
2025-08-28 NP SPGM - SPDR(R) Portfolio MSCI Global 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 6,594 2.95 952 74.82
2025-07-14 13F Sowell Financial Services LLC 2,669 13.29 385 92.50
2025-07-10 13F NorthCrest Asset Manangement, LLC 11,465 3.71 1,713 82.43
2025-08-08 13F D'Orazio & Associates, Inc. 1,565 226
2025-08-06 13F Achmea Investment Management B.V. 16,329 2
2025-08-12 13F MAI Capital Management Call 72 71.43
2025-07-30 NP BFOR - Barron's 400 ETF 4,019 474
2025-08-08 13F Central Asset Investments & Management Holdings (HK) Ltd 18,734 185.75 2,704 386.15
2025-08-26 NP SPFFX - Sphere 500 Climate Fund 175 21.53 25 108.33
2025-08-13 13F Prossimo Advisors, LLC 1,812 0
2025-08-18 13F Geneos Wealth Management Inc. 4,282 67.14 618 184.79
2025-06-27 NP HIBL - Direxion Daily S&P 500(R) High Beta Bull 3X Shares 2,568 28.72 234 21.35
2025-07-28 13F Cornerstone Wealth Group, LLC 3,453 8.18 498 83.76
2025-08-27 NP PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 3,020 436
2025-08-14 13F D. E. Shaw & Co., Inc. 1,688,415 11,566.77 243,689 19,728.15
2025-08-14 13F D. E. Shaw & Co., Inc. Call 86,000 1,947.62 12,412 3,386.52
2025-08-14 13F Twinbeech Capital Lp 229,137 6.17 33,071 80.38
2025-07-23 13F Kingswood Wealth Advisors, Llc 9,462 41.56 1,366 140.74
2025-08-14 13F Mml Investors Services, Llc 23,017 51.10 3 200.00
2025-08-14 13F State Street Corp 9,001,365 5.05 1,305,499 77.83
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 2,039 3.14 294 76.05
2025-07-09 13F Pallas Capital Advisors LLC 5,229 755
2025-07-11 13F Busey Wealth Management 1,586 229
2025-08-14 13F ISAM Funds (UK) Ltd 3,596 519
2025-05-27 NP Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B 282 370.00 24 360.00
2025-08-18 13F Wolverine Trading, Llc Put 163,600 23,140
2025-08-05 13F Mirae Asset Securities (usa) Inc. 50,130 7,235
2025-06-27 NP CVSIX - Calamos Market Neutral Income Fund Class A Short -164,400 -15.43 -14,965 -20.11
2025-08-18 13F Wolverine Trading, Llc Call 212,300 30,028
2025-07-18 13F Dogwood Wealth Management LLC 20 3
2025-08-14 13F Qube Research & Technologies Ltd Call 53,700 31.30 7,751 123.09
2025-08-14 13F Qube Research & Technologies Ltd Put 99,100 183.95 14,303 382.56
2025-07-22 13F Old National Bancorp /in/ 1,974 285
2025-08-05 13F Mirae Asset Securities (usa) Inc. Put 50,000 7,216
2025-08-26 NP HLEIX - JPMorgan Equity Index Fund Class I 46,536 0.56 6,717 70.85
2025-08-06 13F Decker Retirement Planning Inc. 25,392 3,665
2025-06-24 NP JMNAX - JPMorgan Research Market Neutral Fund Class A 36,120 91.74 3,288 81.16
2025-08-19 13F State of Wyoming 10,241 1,478
2025-07-31 13F Fedenia Advisers LLC 9,753 1,408
2025-05-13 13F CacheTech Inc. 11,283 12.20 957 10.38
2025-07-16 13F Spirepoint Private Client, Llc 1,431 207
2025-07-24 13F Strengthening Families & Communities, LLC 59 28.26 8 166.67
2025-07-23 13F Sachetta, LLC 47 7
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 3,503 3.52 506 75.96
2025-08-19 13F Cape Investment Advisory, Inc. 2 0
2025-07-30 NP APUE - ActivePassive U.S. Equity ETF 7,008 827
2025-08-01 13F First National Trust Co 13,105 3.97 1,891 76.73
2025-08-13 13F Parkworth Wealth Management, Inc. 16 220.00 2
2025-08-14 13F Maple Rock Capital Partners Inc. 1,131,752 85.26 163,346 214.75
2025-07-18 13F Vicus Capital 1,415 204
2025-07-30 13F Blume Capital Management, Inc. 4 1
2025-08-18 13F Rexford Capital Inc 3,821 551
2025-08-12 13F Atlas Capital Advisors Llc 7,065 7,036.36 1,020 12,637.50
2025-08-26 NP EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB 157,070 13.82 22,670 93.37
2025-08-14 13F Schonfeld Strategic Advisors LLC 106,873 4,168.09 15,425 7,175.47
2025-07-15 13F Graypoint LLC 3,345 22.57 483 108.66
2025-07-25 13F NorthRock Partners, LLC 3,706 5.86 538 79.60
2025-07-15 13F Td Private Client Wealth Llc 457 30.20 66 124.14
2025-08-13 13F Apis Capital Advisors, LLC 54,000 7,794
2025-08-11 13F GKV Capital Management Co., Inc. 4,900 707
2025-07-31 13F Asset Management One Co., Ltd. 90,042 1.15 12,996 71.85
2025-07-28 13F Sagespring Wealth Partners, Llc 1,624 234
2025-04-28 NP UTRN - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF 4,845 494
2025-07-15 13F Maseco Llp 81 12
2025-07-11 13F Quad-Cities Investment Group, LLC 1,500 216
2025-07-24 NP FXAIX - Fidelity 500 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 2,670,969 0.82 315,014 16.68
2025-08-26 NP MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio 203,910 2.33 29,430 73.86
2025-08-14 13F Peak6 Llc Call 589,700 1,077.05 85,111 1,900.26
2025-06-27 NP SUNAMERICA SERIES TRUST - SA JPMorgan Global Equities Portfolio Class 1 11,270 29.10 1,026 21.88
2025-07-28 13F RFG Advisory, LLC 3,652 527
2025-05-15 13F Glenmede Trust Co Na 21,738 348.48 1,847 341.63
2025-08-13 13F Rsm Us Wealth Management Llc 7,672 22.40 1,113 106.69
2025-08-06 13F Metis Global Partners, LLC 11,160 32.16 1,611 124.55
2025-08-01 13F Bessemer Group Inc 2,502 3.35 0
2025-08-11 13F O'Neil Global Advisors, Inc. 18,968 3
2025-08-07 13F Meeder Advisory Services, Inc. 6,764 66.81 976 183.72
2025-08-14 13F Peak6 Llc Put 139,900 177.58 20,192 371.64
2025-08-26 NP FPX - First Trust US Equity 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 62,000 8,948
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 1,880 271
2025-08-14 13F Leisure Capital Management 15,913 0.51 2,297 70.71
2025-08-04 13F Linscomb & Williams, Inc. 1,810 261
2025-07-28 13F BRYN MAWR TRUST Co 626 19.69 90 104.55
2025-07-28 NP SPXV - S&P 500 ex-Health Care ETF 138 6.98 16 23.08
2025-08-13 13F Wolf Hill Capital Management, LP 200,000 28,866
2025-07-22 13F Bay Harbor Wealth Management, LLC 8 166.67 1
2025-08-29 13F Total Investment Management Inc 104 15
2025-08-26 NP QCEQRX - Equity Index Account Class R1 103,584 14,950
2025-08-14 13F EP Wealth Advisors, Inc. 1,837 265
2025-08-20 NP QLFIX - AQR LSE Fusion Fund Class I 113 16
2025-08-28 NP QUS - SPDR MSCI USA StrategicFactors 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 1,509 4.72 218 77.87
2025-08-13 13F Federated Hermes, Inc. 85 12
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