WIJ - Willis Lease Finance Corporation Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (DB)

Willis Lease Finance Corporation
DE ˙ DB ˙ US9706461053
160,00 € ↓ -2,00 (-1,23%)
2026-03-04
DEL PRIS
Grundlæggende statistik
Institutionelle ejere 170 total, 170 long only, 0 short only, 0 long/short - change of -41,98% MRQ
Del pris 160,00
Gennemsnitlig porteføljeallokering 0.1488 % - change of -8,59% MRQ
Deler fremragende shares (source: Capital IQ)
Institutionelle aktier (lange) 2.748.703 - 40,34% (ex 13D/G) - change of -0,96MM shares -25,92% MRQ
Institutionel værdi (lang) $ 370.169 USD ($1000)
Institutionelt ejerskab og aktionærer

Willis Lease Finance Corporation (DE:WIJ) har 170 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 2,748,703 aktier. Største aktionærer omfatter Dimensional Fund Advisors Lp, BlackRock, Inc., DFSVX - U.s. Small Cap Value Portfolio - Institutional Class, Renaissance Technologies Llc, Vanguard Group Inc, RBF Capital, LLC, Two Sigma Advisers, Lp, Four Tree Island Advisory LLC, Two Sigma Investments, Lp, and Buckley Capital Advisors, LLC .

Willis Lease Finance Corporation (DB:WIJ) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.

The share price as of March 4, 2026 is 160,00 / share. Previously, on March 6, 2025, the share price was 180,00 / share. This represents a decline of 11,11% over that period.

DE:WIJ / Willis Lease Finance Corporation Institutional Ownership
Fondens stemningsscore

Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.

Opdateringsfrekvens: Dagligt

Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.

Se Højest rangerende aktier
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13F og NPORT arkivering

Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.

Opgrader for at låse premium-data op og eksportere til Excel .

Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)		 Aktier Δ Aktier
(%)		 Rapporteret
Værdi
($1000)		 Δ Værdi
(%)		 Port Alloc
(%)
2026-02-12 13F Dimensional Fund Advisors Lp 532.041 -1,60 72.168 -2,64
2026-02-12 13F Nuveen, LLC 4.261 0,00 578 -1,20
2026-02-11 13F Parallel Advisors, LLC 0 -100,00 0
2026-02-03 13F Denali Advisors Llc 33.452 780,32 4.537 772,50
2026-02-13 13F Caxton Associates Llp 0 -100,00 0
2025-09-25 NP DFQTX - U.s. Core Equity 2 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 9.383 5,12 1.328 -3,84
2026-02-12 13F MetLife Investment Management, LLC 1.605 0,00 218 -1,36
2025-11-14 13F Voleon Capital Management Lp 0 -100,00 0
2026-02-10 13F Quantbot Technologies LP 246 -95,52 33 -95,61
2026-02-11 13F Jpmorgan Chase & Co 1.428 -88,98 194 -89,13
2026-02-17 13F Citadel Advisors Llc 2.424 -64,22 329 -64,66
2026-02-17 13F Janus Henderson Group Plc 1.500 0,00 203 -0,98
2025-09-24 NP PPNMX - SmallCap Growth Fund I R-3 24 3
2026-01-20 13F Harbor Capital Advisors, Inc. 36 -2,70 0
2026-02-13 13F Caitong International Asset Management Co., Ltd 41 -4,65 6 0,00
2026-02-14 13F Buckley Capital Advisors, LLC 86.510 11.734
2026-02-13 13F Barclays Plc 5.432 24,50 737 23,08
2026-01-14 13F Eastern Bank 81 11
2026-02-13 13F Ubs Asset Management Americas Inc 3.915 0,00 531 -0,93
2025-09-26 NP ISCV - iShares Morningstar Small-Cap Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 323 22,81 46 12,50
2026-02-17 13F Lazard Asset Management Llc 2.340 317
2026-02-17 13F Two Sigma Advisers, Lp 103.300 -6,43 14.012 -7,42
2026-02-13 13F Centiva Capital, LP 0 -100,00 0
2026-01-27 13F Zurcher Kantonalbank (Zurich Cantonalbank) 0 -100,00 0
2026-02-17 13F California State Teachers Retirement System 2.722 -1,38 369 -2,38
2026-01-23 13F Farther Finance Advisors, LLC 89 81,63 12 100,00
2025-09-25 NP DFAS - Dimensional U.S. Small Cap ETF 24.392 0,00 3.453 0,00
2025-09-24 NP FIDU - Fidelity MSCI Industrials Index ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 653 2,83 92 -6,12
2026-02-17 13F Fmr Llc 2.256 4,64 306 3,39
2025-09-24 NP BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 556 25,23 79 14,71
2025-09-26 NP FXSCX - Fidelity Flex Small Cap Focused Index Fund 18 3
2025-11-14 13F Point72 (DIFC) Ltd 272 37
2025-09-25 NP DFVEX - U.s. Vector 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 6.948 0,00 984 -8,47
2026-01-29 13F UBS Group AG 59.821 -35,11 8.114 -35,80
2025-11-05 13F Savant Capital, LLC 0 -100,00 0 -100,00
2025-09-25 NP DFSU - Dimensional US Sustainability Core 1 ETF 756 5,59 107 -2,73
2026-02-13 13F Sterling Capital Management LLC 148 -17,32 20 -16,67
2026-02-13 13F American Century Companies Inc 6.405 1,59 869 0,46
2026-02-06 13F Covestor Ltd 6 0
2026-02-12 13F New York State Common Retirement Fund 19.605 64,68 2.659 62,93
2026-02-17 13F Canada Pension Plan Investment Board 19.900 0,00 2.699 -1,06
2025-11-14 13F Point72 Europe (London) LLP 70 10
2026-02-17 13F Alliancebernstein L.p. 2.000 0,00 271 -1,09
2026-01-21 13F Stone House Investment Management, LLC 6 -83,33 1 -100,00
2026-01-08 13F Versant Capital Management, Inc 0 -100,00 0
2025-10-28 13F Ritholtz Wealth Management 0 -100,00 0
2026-02-19 13F Invesco Ltd. 5.199 24,68 705 23,47
2026-02-13 13F Police & Firemen's Retirement System of New Jersey 832 0,00 113 -1,75
2026-02-06 13F Pnc Financial Services Group, Inc. 25 -59,68 3 -62,50
2026-02-17 13F Boothbay Fund Management, Llc 12.042 94,73 1.633 92,80
2026-02-17 13F/A RBF Capital, LLC 107.711 0,00 14.610 -1,06
2026-02-17 13F Price T Rowe Associates Inc /md/ 2.858 8,88 0
2025-09-25 NP DCOR - Dimensional US Core Equity 1 ETF 1.216 4,92 172 -3,91
2025-11-05 13F Alps Advisors Inc 0 -100,00 0
2026-02-09 13F Legal & General Group Plc 2.627 0,00 356 -1,11
2025-11-14 13F Point72 Asia (Singapore) Pte. Ltd. 544 75
2025-09-26 NP UAPIX - Ultrasmall-cap Profund Investor Class 40 33,33 6 25,00
2026-02-17 13F Brevan Howard Capital Management LP 0 -100,00 0
2026-02-13 13F Quarry LP 4 300,00 1
2026-02-17 13F Raymond James Financial Inc 2.946 400
2026-02-04 13F Drive Wealth Management, Llc 0 -100,00 0
2026-02-17 13F Qube Research & Technologies Ltd 6.291 -46,57 853 -47,15
2026-02-17 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 1.301 -0,23 176 -1,12
2026-02-17 13F Bridgeway Capital Management Inc 49.274 0,00 6.684 -1,05
2026-02-06 13F Global Retirement Partners, LLC 0 -100,00 0
2026-02-17 13F ExodusPoint Capital Management, LP 0 -100,00 0 -100,00
2026-01-28 13F Klp Kapitalforvaltning As 700 40,00 95 38,24
2025-09-24 NP FYX - First Trust Small Cap Core AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7.143 -45,01 1.011 -49,68
2026-02-17 13F Point72 Asset Management, L.P. 11.086 -4,43 1.504 -5,47
2025-09-17 NP GMRAX - Nationwide Small Cap Index Fund Class A 314 34,19 44 22,22
2025-09-25 NP DFSV - Dimensional US Small Cap Value ETF 9.123 0,00 1.292 0,00
2025-10-17 13F Fortitude Family Office, LLC 0 -100,00 0
2026-02-13 13F M3F, Inc. 0 -100,00 0
2026-02-13 13F Wells Fargo & Company/mn 5.244 23,65 711 22,38
2025-09-25 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 151 21
2026-02-13 13F Squarepoint Ops LLC 0 -100,00 0
2026-02-17 13F Jump Financial, LLC 15.500 -11,23 2.102 -12,16
2025-09-26 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 37 8,82 5 0,00
2025-12-02 13F IFP Advisors, Inc 0 8 166,67
2025-09-26 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 35.850 25,58 5.076 14,92
2026-03-06 13F Hsbc Holdings Plc 2.587 349
2026-02-17 13F Apis Capital Advisors, LLC 0 -100,00 0
2026-01-29 13F Vanguard Group Inc 154.440 8,27 20.948 7,13
2026-02-17 13F Aster Capital Management (DIFC) Ltd 34 112,50 5 100,00
2026-02-09 13F Geode Capital Management, Llc 73.452 1,31 9.965 0,24
2026-01-15 13F Nisa Investment Advisors, Llc 154 -69,86 21 -71,43
2026-01-20 13F Signaturefd, Llc 0 -100,00 0
2026-02-12 13F BlackRock, Inc. 223.553 3,37 30.323 2,27
2026-02-06 13F Lsv Asset Management 10.780 1
2026-02-11 13F Meeder Asset Management Inc 0 -100,00 0
2025-09-25 NP DFUS - Dimensional U.S. Equity ETF 694 11,22 98 2,08
2026-02-13 13F Citigroup Inc 465 -91,50 63 -91,59
2025-09-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 47 7
2026-02-11 13F Ameritas Investment Partners, Inc. 238 32
2026-02-17 13F Russell Investments Group, Ltd. 857 -8,73 116 -9,37
2025-09-26 NP SLPIX - Small-cap Profund Investor Class 3 0,00 0
2026-01-30 13F Pekin Hardy Strauss, Inc. 37.152 -9,33 5.039 -10,29
2026-02-17 13F Tower Research Capital LLC (TRC) 202 -38,04 27 -38,64
2026-02-17 13F Capitolis Liquid Global Markets LLC 0 -100,00 0
2026-02-17 13F Aqr Capital Management Llc 1.571 -6,15 213 -6,99
2026-01-26 13F Cwm, Llc 61 -10,29 0
2025-11-03 13F Federated Hermes, Inc. 0 -100,00 0
2026-02-17 13F Two Sigma Investments, Lp 86.532 -14,65 11.737 -15,56
2025-10-21 13F True Wealth Design, LLC 0 -100,00 0
2025-09-25 NP DFAT - Dimensional U.S. Targeted Value ETF 38.965 1,96 5.517 -6,70
2025-09-26 NP ISCG - iShares Morningstar Small-Cap Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 407 36,12 58 23,91
2025-09-25 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 125 -92,75 18 -93,61
2026-02-12 13F Wedbush Securities Inc 8.885 -4,31 1 0,00
2026-02-12 13F Brinker Capital Investments, LLC 0 -100,00 0
2026-01-05 13F GAMMA Investing LLC 0 -100,00 0
2026-02-10 13F Bnp Paribas Arbitrage, Sa 31.797 10,14 4.313 8,97
2025-09-25 NP DFSTX - U.s. Small 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 32.308 0,00 4.574 -8,48
2026-02-13 13F First Trust Advisors Lp 18.745 -15,09 2.543 -15,99
2026-02-11 13F Deutsche Bank Ag\ 2.144 5,77 291 4,69
2026-02-09 13F Quest Partners LLC 0 -100,00 0
2026-02-11 13F O'shaughnessy Asset Management, Llc 1.703 -22,49 231 -23,59
2026-02-04 13F Summit Wealth Group Llc / Co 0 -100,00 0 -100,00
2025-09-25 NP DFAC - Dimensional U.S. Core Equity 2 ETF 17.096 20,23 2.420 10,00
2026-02-17 13F XTX Topco Ltd 2.612 354
2026-02-17 13F Creative Planning 2.503 0,97 340 0,00
2026-01-15 13F Allspring Global Investments Holdings, LLC 21.805 2.958
2026-02-12 13F Quadrant Capital Group Llc 5 1
2025-09-29 NP RSSL - Global X Russell 2000 ETF 1.834 6,81 260 -2,26
2026-02-12 13F Swiss National Bank 6.000 0,00 814 -1,09
2025-10-30 13F Twin Peaks Wealth Advisors, LLC 0 -100,00 0
2025-09-25 NP ISCB - iShares Morningstar Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 144 15,20 20 5,26
2025-09-26 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 907 6,33 128 -2,29
2025-09-29 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 14 40,00 2 0,00
2026-02-13 13F State Street Corp 64.772 -0,36 8.786 -1,41
2025-09-24 NP FYC - First Trust Small Cap Growth 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 11.990 -25,25 1.698 -31,60
2026-01-26 13F Merit Financial Group, LLC 0 -100,00 0
2026-02-17 13F PDT Partners, LLC 4.800 651
2026-02-10 13F Intech Investment Management Llc 0 -100,00 0
2026-02-17 13F Balyasny Asset Management Llc 0 -100,00 0
2026-01-23 13F State of Alaska, Department of Revenue 982 0
2026-02-11 13F Franklin Resources Inc 1.848 5,90 251 4,60
2026-01-09 13F SG Americas Securities, LLC 951 0
2025-09-26 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 636 19,77 90 9,76
2026-02-10 13F Bank of New York Mellon Corp 34.074 78,13 4.622 76,24
2026-01-20 13F Ascent Group, LLC 0 -100,00 0
2026-02-12 13F CIBC Private Wealth Group, LLC 2 100,00 0
2025-09-25 NP DFAU - Dimensional US Core Equity Market ETF 1.804 12,05 255 2,41
2026-02-03 13F Navellier & Associates Inc 0 -100,00 0 -100,00
2026-02-13 13F Diametric Capital, LP 5.022 681
2026-02-09 13F Knights of Columbus Asset Advisors LLC 14.102 -3,61 1.913 -4,64
2025-09-29 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 1.490 110,16 211 92,66
2025-09-24 NP SWSSX - Schwab Small-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8.979 27,49 1.271 16,71
2026-02-13 13F Dynamic Technology Lab Private Ltd 1.800 -41,02 244 -41,63
2026-02-05 13F Amalgamated Bank 88 -9,28 0
2025-09-24 NP SWTSX - Schwab Total Stock Market Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.159 0,00 164 -8,38
2026-02-13 13F Morgan Stanley 46.819 -58,75 6.351 -59,18
2026-01-13 13F CoreCap Advisors, LLC 1 0
2026-02-17 13F Corsair Capital Management, L.p. 12.002 100,03 1.628 97,93
2025-09-25 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 217.938 -6,09 30.856 -14,06
2026-02-13 13F Verition Fund Management LLC 11.821 255,20 1.603 251,54
2026-02-12 13F EntryPoint Capital, LLC 1.784 0,00 242 -1,23
2026-02-13 13F Charles Schwab Investment Management Inc 24.312 -2,90 3.298 -3,93
2025-09-25 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 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 856 0,00 121 -8,33
2026-02-13 13F SRS Capital Advisors, Inc. 389 -3,71 53 -5,45
2026-02-13 13F Manufacturers Life Insurance Company, The 0 -100,00 0
2025-09-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 4.641 24,76 657 14,26
2026-02-17 13F Bank Of America Corp /de/ 39.777 -10,15 5.395 -11,09
2025-11-10 13F Options Solutions, Llc 0 -100,00 0 -100,00
2025-09-24 NP FAD - First Trust Multi Cap Growth AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.547 -22,07 219 -28,66
2025-11-14 13F Occudo Quantitative Strategies Lp 0 -100,00 0
2026-02-17 13F Susquehanna International Group, Llp 0 -100,00 0
2026-02-17 13F Jones Financial Companies Lllp 70 0,00 9 0,00
2026-02-05 13F Allworth Financial LP 3 -25,00 0
2026-02-12 13F Hrt Financial Lp 0 -100,00 0
2026-02-10 13F Root Financial Partners, LLC 5 0,00 1
2025-09-25 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 74.923 0,00 10.608 -8,50
2026-02-17 13F Northern Trust Corp 30.949 -7,01 4.198 -8,00
2025-11-14 13F DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0 -100,00 0
2026-02-17 13F Quantinno Capital Management LP 0 -100,00 0
2026-02-13 13F Latash Investments, LLC 13.500 0,00 1.831 -1,03
2026-02-13 13F Rhumbline Advisers 7.006 -13,66 950 -14,57
2026-02-17 13F Advisor Group Holdings, Inc. 218 -73,86 30 -74,78
2026-02-17 13F Royal Bank Of Canada 1.280 -4,76 173 -6,49
2025-09-26 NP USMIX - Extended Market Index Fund 328 21,48 46 12,20
2026-02-12 13F Polen Capital Management Llc 0 -100,00 0
2026-02-17 13F Optiver Holding B.V. 24 0,00 3 0,00
2025-09-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 3 0,00 0
2025-09-24 NP PJARX - SmallCap Value Fund II R-3 179 -19,00 25 -26,47
2026-02-03 13F SBI Securities Co., Ltd. 0 -100,00 0
2026-02-12 13F Renaissance Technologies Llc 202.597 -13,20 27.480 -14,11
2025-09-26 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 1.292 0,00 183 -8,54
2025-09-29 NP KCSIX - Knights of Columbus Small Cap Fund I Shares 12.944 30,08 1.833 19,04
2026-01-30 13F Jennison Associates Llc 5.153 4,78 699 3,56
2026-02-06 13F EverSource Wealth Advisors, LLC 9 -94,67 1 -95,65
2026-02-10 13F Goldman Sachs Group Inc 32.543 112,12 4.414 109,89
2026-02-12 13F Jane Street Group, Llc 22.615 -2,47 3.067 -3,49
2026-02-12 13F Federation des caisses Desjardins du Quebec 0 -100,00 0
2026-02-17 13F D. E. Shaw & Co., Inc. 6.137 832
2025-09-24 NP BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 295 0,00 42 -8,89
2025-09-25 NP DFFVX - U.S. Targeted Value Portfolio - Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 42.438 16,99 6.008 7,06
2026-01-30 13F Us Bancorp \de\ 17.430 4.880,00 2.364 4.929,79
2025-09-25 NP DFEOX - U.s. Core Equity 1 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 5.991 35,54 848 24,16
2026-02-11 13F Empowered Funds, LLC 27.889 0,75 3.783 -0,32
2025-09-25 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.128 15,46 160 5,30
2026-02-17 13F Millennium Management Llc 34.111 -48,32 4.627 -48,88
2025-09-25 NP Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.750 0,00 389 -8,47
2025-09-29 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 406 25,31 57 14,00
2026-02-06 13F Larson Financial Group LLC 59 -91,50 8 -91,58
2025-11-14 13F Cubist Systematic Strategies, LLC 1.854 -68,65 254 -69,91
2025-09-25 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 4.099 557,95 580 504,17
2025-09-25 NP DFUV - Dimensional US Marketwide Value ETF 6.761 0,72 957 -7,80
2025-09-25 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 1.136 40,59 161 28,00
2025-11-04 13F Allianz Asset Management GmbH 0 -100,00 0
2025-11-10 13F Axq Capital, Lp 0 -100,00 0 -100,00
2026-01-30 13F Four Tree Island Advisory LLC 102.259 3,85 13.870 3,30
2026-02-10 13F Connor, Clark & Lunn Investment Management Ltd. 17.735 0,00 2.406 -1,07
2026-02-13 13F Smartleaf Asset Management LLC 335 46
2025-11-14 13F Brown Advisory Inc 0 -100,00 0
2025-09-25 NP DXUV - Dimensional US Vector Equity ETF 283 24,67 40 14,29
2026-02-13 13F Maltese Capital Management Llc 10.083 0,00 1.368 -1,09
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