DE:UCBN / United Community Banks, Inc. - Propriedade Institucional - Compradores

United Community Banks, Inc.
DE ˙ DB ˙ US90984P3038 ˙ Diversified Banks
€ 30,40 ↑0,40 (1,33%)
2026-09-04
COMPARTILHAR PREÇOS
Propriedade Institucional e de Fundos - Compradores

Os principais detentores que abriram novas posições em United Community Banks, Inc. incluem Sixth Street Partners Management Company, L.P., CBHAX - Victory Market Neutral Income Fund Class A, BIVIX - Invenomic Fund Institutional Class shares, Numerai GP LLC, Jump Financial, LLC, BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares, QASCX - Federated MDT Small Cap Core Fund Class A Shares, Jupiter Topco LLC, BRSVX - Small-Cap Value Fund Class N, SummitTX Capital, L.P., Fieldview Capital Management, LLC, Freestone Grove Partners LP, Mitsubishi UFJ Trust & Banking Corp, CI Private Wealth, LLC, Jefferies Financial Group Inc., Virginia Retirement Systems Et Al, Merit Financial Group, LLC, Farringdon Capital, Ltd., Nykredit A/S, e Lbmc Investment Advisors, Llc .

Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.

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Data do Arquivo Fonte Investidor Tipo Preço Médio
(Est)		 Ações Δ Ações
(%)		 Valor
Reportado
(US$1000)		 Δ Valor
(%)		 Aloc. de Portf.
(%)
2026-07-20 13F/A Merit Financial Group, LLC 7.723 271
2026-07-24 13F Creative Capital Management Investments LLC 41 1
2026-07-29 13F New York State Common Retirement Fund 44.370 6,99 1.557 19,23
2026-07-07 13F GAMMA Investing LLC 7.496 18,80 263 32,83
2026-04-23 NP CFSLX - Column Small Cap Fund 38.731 362,40 1.246 388,24
2026-07-31 13F Evolution Advisers, Inc. 10 0
2026-08-27 13F/A CI Private Wealth, LLC 10.655 374
2026-08-12 13F Integrated Wealth Concepts LLC 1.061 37
2026-04-24 NP NDVAX - MFS New Discovery Value Fund A 860.435 5,01 27.680 10,54
2026-06-29 NP DXUV - Dimensional US Vector Equity ETF 5.904 34,24 197 29,80
2026-08-13 13F Rockefeller Capital Management L.P. 7.783 1,73 273 13,75
2026-08-14 13F Ameriprise Financial Inc 703.102 156,81 24.675 186,12
2026-08-12 13F ISAM Funds (UK) Ltd 12.000 421
2026-05-26 NP MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class 14.374 6,52 453 7,36
2026-08-04 13F Caitong International Asset Management Co., Ltd 7 40,00 0
2026-08-13 13F Quantinno Capital Management LP 118.334 15,77 4.152 29,02
2026-08-13 13F Vanguard Portfolio Management Llc 8.117.742 0,90 284.852 12,44
2026-05-22 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 420.233 10,95 13.233 11,91
2026-04-28 NP VIOV - Vanguard S&P Small-Cap 600 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 267.394 6,11 8.602 11,70
2026-08-06 13F Bank of New York Mellon Corp 1.572.963 19,50 55.195 33,17
2026-06-29 NP DVRAX - MFS Global Alternative Strategy Fund A 2.094 7,38 70 2,99
2026-05-28 NP CBHAX - Victory Market Neutral Income Fund Class A 132.618 4.176
2026-04-28 NP OMFS - Invesco Russell 2000(R) Dynamic Multifactor 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 8.889 40,40 286 47,67
2026-05-13 NP PSC - Principal U.S. Small-Cap Multi-Factor Index ETF 180.166 313,33 5.673 344,94
2026-08-14 13F Larson Financial Group LLC 77 208,00 3
2026-08-12 13F CWM Advisors, LLC 19.247 18,38 675 32,09
2026-08-14 13F Squarepoint Ops LLC 48.011 71,64 1.685 91,36
2026-08-13 13F Creative Planning 7.591 266
2026-04-24 NP SCHB - Schwab U.S. Broad Market ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 68.914 0,36 2.217 5,62
2026-06-01 NP IJSIX - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 4.979 210,61 157 212,00
2026-07-31 13F Mirabella Financial Services Llp 19.748 77,65 693 97,71
2026-08-14 13F Sixth Street Partners Management Company, L.P. 1.501.475 52.687
2026-08-14 13F Advisor Group Holdings, Inc. 11.927 194,86 419 229,13
2026-08-05 13F Parallel Advisors, LLC 135 5
2026-06-29 NP DFUS - Dimensional U.S. Equity ETF 35.659 3,54 1.189 0,25
2026-05-06 13F Assetmark, Inc 287 315,94 9 350,00
2026-06-26 NP VIG - Vanguard Dividend Appreciation 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 676.881 1,60 22.560 -1,65
2026-08-13 13F Umb Bank N A/mo 694 7,26 24 20,00
2026-08-11 13F Edgestream Partners, L.P. 83.515 176,56 2.931 208,42
2026-06-22 NP SLPIX - Small-cap Profund Investor Class 224 73,64 7 75,00
2026-08-10 13F Savant Capital, LLC 42.451 107,30 1.417 120,03
2026-05-27 NP PACAX - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 513 22,14 16 23,08
2026-07-14 13F Qrg Capital Management, Inc. 8.448 7,59 296 19,84
2026-08-13 13F IFG Advisory, LLC 15.051 528
2026-05-20 NP Profunds - Profund Vp Small-cap 310 13,97 10 12,50
2026-07-30 13F Strs Ohio 18.600 220,69 653 258,24
2026-08-14 13F Synergy Investment Management, LLC 169 6
2026-06-26 NP BKSE - BNY Mellon US Small Cap Core Equity ETF 4.399 18,13 147 14,06
2026-05-29 NP GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional 25.611 5,99 806 6,90
2026-08-14 13F SummitTX Capital, L.P. 28.716 1.008
2026-08-12 13F Summit Financial, LLC 15.827 0,18 559 11,58
2026-08-17 13F Public Employees Retirement System Of Ohio 1.551 6,09 54 17,39
2026-08-14 13F Warren Averett Asset Management, LLC 112.521 0,24 3.948 11,71
2026-06-26 NP FXSCX - Fidelity Flex Small Cap Focused Index Fund 932 275,81 31 287,50
2026-08-13 13F Picton Mahoney Asset Management 150 5
2026-05-29 NP JSCSX - JPMorgan U.S. Small Company Fund Class I 34.533 237,27 1.087 240,75
2026-06-26 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 127.971 3,68 4.265 0,38
2026-07-14 13F LRI Investments, LLC 7 0
2026-08-06 13F TD Capital Management LLC 73 1,39 3 0,00
2026-08-14 13F Brevan Howard Capital Management LP 59.149 2.076
2026-04-29 NP HSMNX - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class 35.785 1.151
2026-06-25 NP TILT - FlexShares Morningstar US Market Factor Tilt Index Fund This fund is a listed as child fund of Northern Trust 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 22.022 17,21 734 13,47
2026-04-28 NP ISMD - Inspire Small/Mid Cap Impact ETF 15.451 4,96 497 10,69
2026-06-23 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 5.578 8,31 186 4,52
2026-08-12 13F Resolute Wealth Strategies, LLC 8.627 0,78 303 12,27
2026-04-28 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 27.616 4,44 888 9,90
2026-07-31 13F Navigoe, LLC 7 0
2026-07-16 13F Vaughan Nelson Investment Management, L.p. 1.434.797 32,18 50.347 47,29
2026-05-14 13F Cwm, Llc 14.235 11,12 448
2026-08-12 13F American Century Companies Inc 926.155 369,39 32.499 423,06
2026-08-07 13F Pnc Financial Services Group, Inc. 16.727 14,08 587 27,11
2026-05-28 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 2.982 7,11 94 8,14
2026-04-29 13F Skopos Labs, Inc. 14.265 97,14 449 95,22
2026-08-14 13F Two Sigma Investments, Lp 40.893 146,34 1.435 174,71
2026-08-14 13F Aquatic Capital Management LLC 14.907 523
2026-04-29 NP VVSCX - Small Cap Value Fund 9.614 238,76 309 259,30
2026-07-30 13F Signature Equity Partners, LLC 28 16,67 1
2026-07-07 13F Retirement Wealth Solutions LLC 34 36,00 1
2026-04-29 NP Horizon Funds - HORIZON SMALL/MID CAP CORE EQUITY ETF 2.436 78
2026-08-12 13F Farringdon Capital, Ltd. 6.889 242
2026-06-23 NP FNX - First Trust Mid Cap Core AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 86.471 2,87 2.882 -0,41
2026-08-13 13F Martingale Asset Management L P 49.303 34,70 1.730 50,17
2026-06-26 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 535.247 0,44 17.840 -2,77
2026-05-28 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 196 17,37 6 20,00
2026-06-26 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 18.151 15,56 605 11,85
2026-06-25 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 73.263 25,88 2.442 21,87
2026-08-13 13F Centiva Capital, LP 15.847 556
2026-08-14 13F Qube Research & Technologies Ltd 1.102.640 181,37 38.692 213,54
2026-06-01 NP DHS - WisdomTree U.S. High Dividend Fund N/A 67.492 8,01 2.125 8,97
2026-05-28 NP KRE - SPDR(R) S&P Regional Banking(SM) ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.151.378 32,21 36.257 33,35
2026-08-14 13F Twinbeech Capital Lp 9.411 330
2026-05-28 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 17.101 2,64 539 3,46
2026-05-29 NP JHSC - John Hancock Multifactor Small Cap ETF 36.101 11,26 1.137 1,70
2026-04-28 NP LONAX - Longboard Alternative Growth Fund Class A 3.027 97
2026-07-20 13F IFP Advisors, Inc 146 30,36 5 66,67
2026-06-26 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 1.213.516 2,28 40.446 -0,99
2026-08-10 13F Great Lakes Advisors, Llc 105.387 5,53 3.698 17,62
2026-08-13 13F Manning & Napier Advisors Llc 62 2
2026-06-26 NP XSVM - Invesco S&P SmallCap Value with 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 123.622 0,92 4.120 -2,30
2026-08-12 13F Optiver Holding B.V. 1.048 37
2026-08-13 13F Arrowstreet Capital, Limited Partnership 261.881 9.189
2026-04-23 NP PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio - 296 184,62 10 200,00
2026-06-29 NP DFSU - Dimensional US Sustainability Core 1 ETF 5.737 22,22 191 18,63
2026-07-30 13F CAP Partners, LLC 19.851 0,78 697 12,26
2026-08-13 13F Hantz Financial Services, Inc. 9.195 6,76 0
2026-08-14 13F Kemnay Advisory Services Inc. 1.097 63,24 38 80,95
2026-08-13 13F MetLife Investment Management, LLC 514.498 1,04 18.054 12,59
2026-08-04 13F HFM Investment Advisors, LLC 15 66,67 1
2026-08-14 13F Prestige Wealth Management Group LLC 30 150,00 1
2026-08-11 13F JustInvest LLC 18.736 19,21 657 33,00
2026-05-28 NP T. Rowe Price Index Trust, Inc. - 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 14.643 13,32 461 14,39
2026-08-10 13F Csenge Advisory Group 18.548 0,73 651 12,26
2026-08-14 13F Aqr Capital Management Llc 330.969 34,49 11.614 49,86
2026-08-13 13F Action Point Financial Planning, Llc 65 2
2026-08-11 13F Ieq Capital, Llc 15.513 28,86 544 43,54
2026-04-24 NP SMDV - ProShares Russell 2000 Dividend Growers ETF 191.812 4,88 6.171 10,40
2026-06-25 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 671 7,53 22 4,76
2026-08-13 13F Captrust Financial Advisors 45.084 4,77 1.582 16,75
2026-08-13 13F Ameriflex Group, Inc. 60 2
2026-08-12 13F Norges Bank 1.523.614 53.464
2026-08-10 13F Essential Partners LLC 141 729,41 5
2026-05-29 NP JMEE - JPMorgan Market Expansion Enhanced Equity ETF 60.989 22,41 1.921 23,47
2026-08-11 13F First Trust Advisors Lp 149.203 2,38 5.236 14,08
2026-04-24 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 178.453 4,70 5.741 10,22
2026-08-05 13F DecisionPoint Financial, LLC 4 0
2026-08-04 13F Rsm Us Wealth Management Llc 11.409 22,64 401 37,80
2026-08-14 13F Hotchkis & Wiley Capital Management Llc 97.507 0,41 3.422 11,91
2026-07-29 13F Alps Advisors Inc 16.692 0,92 586 12,50
2026-04-24 NP ITWO - ProShares Russell 2000 High Income ETF 5.309 48,63 171 55,96
2026-08-14 13F Engineers Gate Manager LP 26.359 925
2026-08-13 13F Federation des caisses Desjardins du Quebec 1.533 54
2026-05-18 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 7.593 234,20 239 241,43
2026-05-28 NP VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.342.547 2,87 42.277 3,76
2026-05-26 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 8.120 3,03 256 3,66
2026-08-19 13F/A Mercer Global Advisors Inc /adv 13.391 46,57 470 63,41
2026-08-12 13F Stifel Financial Corp 28.258 992
2026-05-29 NP NEFJX - Vaughan Nelson Small Cap Value Fund Class A 364.195 11.468
2026-07-17 13F Farther Finance Advisors, LLC 2.970 13,79 104 25,30
2026-08-06 13F Hartland & Co., LLC 81 3
2026-08-14 13F PDT Partners, LLC 9.317 327
2026-05-21 NP STSVX - BNY Mellon Small Cap Value Fund Class I 81.015 421,97 2.551 427,07
2026-08-14 13F Wells Fargo & Company/mn 236.668 31,87 8.305 46,95
2026-06-24 NP DFSVX - U.s. Small Cap Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.481.873 11,61 49.391 8,04
2026-06-26 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 43.679 2,39 1.456 -0,89
2026-08-11 13F Nuveen, LLC 635.295 3,50 22.292 15,33
2026-08-13 13F Vanguard Capital Management Llc 5.421.389 0,84 190.237 12,37
2026-08-24 13F/A California State Teachers Retirement System 158.964 15,00 5.578 28,17
2026-06-24 NP DFSCX - U.s. Micro Cap 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 229.109 8,80 7.636 5,32
2026-06-23 NP QASCX - Federated MDT Small Cap Core Fund Class A Shares This fund is a listed as child fund of Federated Hermes, 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 65.588 2.186
2026-08-12 13F Guggenheim Capital Llc 62.619 15,54 2.197 28,78
2026-08-14 13F Natixis Advisors, L.p. 261.996 36,32 9 50,00
2026-08-18 13F Fulcrum Asset Management LLP 166 6
2026-07-15 13F RFG Advisory, LLC 7.153 2,16 251 14,09
2026-08-14 13F Jupiter Topco LLC 51.902 1.823
2026-04-28 13F DGS Capital Management, LLC 7.061 222
2026-08-14 13F Susquehanna Fundamental Investments, Llc 101.990 4,14 3.579 16,06
2026-08-06 13F Mitsubishi UFJ Trust & Banking Corp 18.417 646
2026-08-12 13F Federated Hermes, Inc. 241.877 268,78 8.487 310,99
2026-05-26 NP FISVX - Fidelity Small Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 151.706 5,85 4.777 6,77
2026-08-14 13F Invesco Ltd. 2.214.478 24,80 77.706 39,07
2026-08-12 13F Geode Capital Management, Llc 3.118.742 4,71 109.454 16,68
2026-05-28 NP Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A 11.910 224,43 375 228,95
2026-07-27 13F Bare Financial Services, Inc 453 72,90 16 87,50
2026-06-23 NP NWHDX - Nationwide Bailard Cognitive Value Fund Class A 14.800 3,15 493 -0,20
2026-04-28 NP EBI - Longview Advantage ETF 1.131 2,35 36 9,09
2026-07-16 13F Davis Capital Management 6 0
2026-06-26 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 42.478 11,97 1.416 8,35
2026-06-26 NP PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 121.906 11,26 4.063 7,71
2026-08-14 13F Freestone Grove Partners LP 21.231 745
2026-08-06 13F Panagora Asset Management Inc 874.986 110,28 30.703 134,32
2026-07-20 13F Owl Creek Wealth Partners LLC 25 1
2026-08-14 13F Numerai GP LLC 118.171 4.147
2026-08-14 13F Alliancebernstein L.p. 160.467 9,79 5.053 10,74
2026-06-24 NP TIEIX - TIAA-CREF Equity Index Fund Institutional Class 105.381 1,72 3.512 -1,51
2026-08-10 13F Lbmc Investment Advisors, Llc 6.107 214
2026-07-29 13F Commonwealth Equity Services, Llc 8.669 5,75 304 19,22
2026-07-17 13F Maryland Capital Advisors Inc. 1 0
2026-08-12 13F Colony Group, LLC 13.611 478
2026-08-03 13F Massachusetts Financial Services Co /ma/ 1.406.300 12,30 49.347 25,14
2026-06-23 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 29.037 1,71 968 -1,53
2026-06-29 NP DFAT - Dimensional U.S. Targeted Value ETF 719.863 0,22 23.993 -2,98
2026-08-14 13F Price T Rowe Associates Inc /md/ 154.889 17,60 5 25,00
2026-04-24 NP FNDB - Schwab Fundamental U.S. Broad Market Index ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.507 17,04 81 23,08
2026-08-05 13F HighTower Advisors, LLC 55.543 1,04 1.949 12,66
2026-05-28 NP ESIX - SPDR S&P SmallCap 600 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 933 4,36 29 7,41
2026-08-11 13F DnB Asset Management AS 6.006 211
2026-06-26 NP FSAEX - Fidelity Series All-Sector Equity Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 114.200 1,78 3.806 -1,48
2026-08-14 13F Jones Financial Companies Lllp 6.160 31,60 219 52,08
2026-06-01 NP STXK - Strive Small-Cap ETF 4.185 8,00 132 9,17
2026-08-14 13F Point72 Asset Management, L.P. 66.857 188,92 2.346 222,25
2026-04-28 NP RWJ - Invesco S&P SmallCap 600 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 53.664 3,84 1.726 9,31
2026-08-14 13F Atom Investors LP 25.591 898
2026-06-26 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed 10 Buffer ETF 216 7
2026-08-14 13F Graham Capital Management, L.P. 26.443 928
2026-07-15 13F Cordant, Inc. 4 0
2026-07-24 13F Wagner Wealth Management, Llc 10.653 0,79 374 12,35
2026-06-22 NP GCSIX - Goldman Sachs Small Cap Equity Insights Fund Institutional 86.717 15,66 2.890 11,97
2026-04-28 NP PSCF - Invesco S&P SmallCap Financials 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 7.392 21,02 238 27,42
2026-04-23 NP CFSSX - Column Small Cap Select Fund 177.542 231,29 5.712 248,87
2026-08-14 13F XTX Topco Ltd 6.330 222
2026-05-21 NP BRSVX - Small-Cap Value Fund Class N 40.000 1.260
2026-06-29 NP DFAS - Dimensional U.S. Small Cap ETF 372.869 13,53 12.428 9,91
2026-08-07 13F BOK Financial Private Wealth, Inc. 0 0
2026-05-26 NP FESM - Fidelity Enhanced Small Cap ETF 411.894 28,58 12.971 29,70
2026-08-25 13F Virginia Retirement Systems Et Al 7.900 277
2026-08-13 13F Nikko Asset Management Americas, Inc. 1.256 44
2026-04-24 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 22.263 2,77 716 8,16
2026-06-24 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares 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 28.752 18,71 958 15,01
2026-08-07 13F CVA Family Office, LLC 179 11,88 6 20,00
2026-04-29 NP AVTM - Avantis Total Equity Markets ETF 2.314 74
2026-05-18 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Small Cap Equity Insights Fund Class Y 26.481 30,11 834 31,18
2026-06-26 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 3.367 37,82 112 33,33
2026-08-14 13F Charles Schwab Investment Management Inc 1.501.475 0,74 52.687 12,26
2026-05-28 NP SSMHX - State Street Small/mid Cap Equity Index 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 42.340 6,01 1.333 6,98
2026-07-29 13F HB Wealth Management, LLC 20.601 5,43 723 17,40
2026-08-12 13F Segall Bryant & Hamill, Llc 712.727 4,12 25.010 19,99
2026-07-17 13F Diversified Trust Co 66.890 134,28 2.347 161,07
2026-08-07 13F LPL Financial LLC 51.159 2,44 1.795 14,19
2026-07-28 13F Truist Financial Corp 15.928 0,41 559 11,82
2026-08-10 13F Xponance, Inc. 12.200 5,48 428 17,58
2026-08-13 13F Vanguard Fiduciary Trust Co 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 796.001 1,37 27.932 12,96
2026-08-13 13F Neuberger Berman Group LLC 3.519.022 0,81 123.482 12,33
2026-06-29 NP DPST - Direxion Daily Regional Banks Bull 3X Shares 98.340 10,20 3.278 6,67
2026-05-27 NP PABAX - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 3.214 17,94 101 18,82
2026-08-05 13F Pinnacle Wealth Management Advisory Group, LLC 14.413 0,03 506 11,48
2026-07-17 13F Fort Washington Investment Advisors Inc /oh/ 6.000 211
2026-07-21 13F Keystone Financial Group, Inc. 18.245 0,80 645 12,20
2026-06-22 NP GSATX - Goldman Sachs Small Cap Value Insights Fund Class A 172.452 8,52 5.748 5,04
2026-08-13 13F Nykredit A/S 6.519 229
2026-08-11 13F Cvfg Llc 5.847 205
2026-08-07 13F State Street Corp 6.538.953 4,91 231.050 16,83
2026-04-24 NP UWM - ProShares Ultra Russell2000 7.584 0,99 244 6,11
2026-07-22 13F SJS Investment Consulting Inc. 186 830,00 7
2026-08-13 13F Mariner, LLC 56.264 4,84 1.974 16,87
2026-08-17 13F Jefferies Financial Group Inc. 9.528 334
2026-04-24 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 636.570 0,29 20.478 5,57
2026-08-14 13F Barclays Plc 58.509 2.053
2026-07-15 13F Wealth Enhancement Advisory Services, Llc 30.900 26,53 1.098 40,23
2026-09-02 13F/A Allianz Asset Management GmbH 85.135 266,01 2.987 308,06
2026-05-27 NP TPSC - Timothy Plan US Small Cap Core ETF 24.334 6,83 766 7,74
2026-08-14 13F Lazard Asset Management Llc 12.074 2,96 424 14,63
2026-04-28 NP VRTTX - Vanguard Russell 3000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10.071 6,49 324 11,76
2026-07-07 13F Moody National Bank Trust Division 26.568 14,25 932 27,32
2026-04-28 NP VFAIX - Vanguard Financials 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 203.069 1,25 6.533 6,59
2026-06-26 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 62.238 1,62 2.074 -1,61
2026-08-13 13F CIBC Bancorp USA Inc. 39.623 1,65 1.390 13,28
2026-08-11 13F Rialto Wealth Management, LLC 45 2,27 2 0,00
2026-08-20 13F Ridgepath Capital Management LLC 9.297 41,10 326 57,49
2026-08-11 13F Dimensional Fund Advisors Lp 6.641.192 1,86 233.043 13,51
2026-08-14 13F Medallion Wealth Advisors, LLC 2 0
2026-08-13 13F Schroder Investment Management Group 290.166 25,70 10.260 44,12
2026-06-29 NP DFAU - Dimensional US Core Equity Market ETF 26.613 10,51 887 7,00
2026-07-24 13F Gilpin Wealth Management, Llc 15 114,29 1
2026-08-10 13F State Board Of Administration Of Florida Retirement System 76.117 7,58 2.671 19,84
2026-08-12 13F Bank Of Montreal /can/ 10.967 6,30 385 18,52
2026-08-07 13F Pinnacle Wealth Planning Services, Inc. 2.424 4,89 85 18,06
2026-08-12 13F Quantbot Technologies LP 514 18
2026-07-10 13F Torren Management, LLC 46 2,22 2 0,00
2026-08-13 13F Natixis 105.200 3.691
2026-06-29 NP DFSV - Dimensional US Small Cap Value ETF 594.426 9,48 19.812 5,99
2026-05-26 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 2.807 79,25 88 83,33
2026-08-14 13F Quarry LP 350 21,11 12 33,33
2026-08-14 13F Thrivent Financial For Lutherans 195.960 77,57 7 100,00
2026-05-29 NP KBE - SPDR(R) S&P Bank 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 418.573 0,20 13.181 1,07
2026-08-13 13F Morgan Stanley 1.017.671 3,92 35.710 15,80
2026-04-28 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 21.794 18,45 701 24,73
2026-08-14 13F Sei Investments Co 391.226 13.729
2026-08-13 13F Occudo Quantitative Strategies Lp 66.558 69,95 2.336 78,93
2026-07-28 13F Bay Harbor Wealth Management, LLC 15 25,00 1
2026-08-14 13F Schonfeld Strategic Advisors LLC 175.106 169,40 6.144 200,29
2026-05-27 NP PAEAX - Putnam Dynamic Asset Allocation Growth Fund Class A shares 4.669 20,27 147 21,49
2026-04-29 NP AVUS - Avantis U.S. Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 37.740 0,94 1.214 6,30
2026-04-24 NP FNDA - Schwab Fundamental U.S. Small Company 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 278.886 0,62 8.972 5,91
2026-04-28 NP VIOO - Vanguard S&P Small-Cap 600 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 416.382 4,56 13.395 10,07
2026-05-27 NP BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares 66.571 2.096
2026-08-14 13F Fieldview Capital Management, LLC 26.416 927
2026-08-06 13F Plante Moran Financial Advisors, LLC 28 1
2026-08-14 13F Royal Bank Of Canada 30.672 8,55 1.075 20,79
2026-05-07 13F Rothschild Investment Llc 281 55,25 9 60,00
2026-08-13 13F Northern Trust Corp 1.443.555 9,96 50.654 22,53
2026-04-24 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 588.997 0,48 18.948 5,78
2026-07-29 13F Swiss Life Asset Management Ltd 8.606 9,01 302 21,37
2026-08-14 13F Manufacturers Life Insurance Company, The 62.183 10,07 2.182 22,72
2026-05-28 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 1.091.331 1,38 34.366 2,26
2026-08-14 13F DRW Securities, LLC 11.234 394
2026-07-10 13F Jfs Wealth Advisors, Llc 115 30,68 4 100,00
2026-05-29 NP PSOPX - JPMorgan Small Cap Value Fund Class I 44.332 212,86 1.396 215,84
2026-08-11 13F Allworth Financial LP 3.256 10,15 114 22,58
2026-05-27 NP PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares 157 5
2026-08-06 13F Global Retirement Partners, LLC 13.613 9,57 478 23,26
2026-08-13 13F Franklin Resources Inc 137.569 4,13 4.827 16,03
2026-09-04 13F Parkside Financial Bank & Trust 405 1,00 14 16,67
2026-06-26 NP BIVIX - Invenomic Fund Institutional Class shares 129.908 4.330
2026-08-10 13F SRS Capital Advisors, Inc. 2.420 343,22 85 394,12
2026-08-13 13F New Age Alpha Advisors, LLC 108.934 542,60 3.822 617,07
2026-08-13 13F Jump Financial, LLC 96.892 3.400
2026-07-23 13F New York State Teachers Retirement System 104.774 3,41 4 0,00
2026-08-04 13F Principal Financial Group Inc 780.281 1,78 27.380 13,42
2026-04-28 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 606.928 0,91 19.525 6,22
2026-08-14 13F Interval Partners, LP 355.933 16,96 12.490 30,32
2026-07-23 13F Police & Firemen's Retirement System of New Jersey 36.108 7,26 1.267 19,53
2026-08-13 13F Ameritas Investment Partners, Inc. 11.111 11,71 390 24,28
2026-06-01 NP EZM - WisdomTree U.S. MidCap Fund N/A 23.435 1,66 738 2,50
2026-08-14 13F Pinnacle Financial Partners, Inc. 36.887 0,33 1.294 11,84
2026-08-06 13F Russell Investments Group, Ltd. 141.067 67,54 4.950 86,72
2026-08-14 13F Holocene Advisors, LP 94.995 19,45 3.333 33,11
2026-07-20 13F Fortitude Family Office, LLC 299 196,04 10 233,33
2026-04-28 NP VTWV - Vanguard Russell 2000 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 90.220 13,15 2.902 19,13
2026-07-02 13F Versant Capital Management, Inc 2.894 13,22 102 26,25
2026-06-25 NP SFSNX - Schwab Fundamental US Small Company Index Fund Institutional Shares This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 70.056 28,39 2.335 24,28
2026-08-14 13F State Of Wisconsin Investment Board 15.995 35,31 561 50,81
2026-04-29 NP AVSC - Avantis U.S. Small Cap Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 76.595 267,13 2.464 286,81
2026-05-28 NP SPDG - SPDR Portfolio S&P Sector Neutral Dividend ETF 191 57,85 6 100,00
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