ATLO - Ames National Corporation Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (NasdaqCM)

Ames National Corporation
US ˙ NasdaqCM ˙ US0310011004

Grundlæggende statistik
Institutionelle ejere 173 total, 173 long only, 0 short only, 0 long/short - change of -1,14% MRQ
Gennemsnitlig porteføljeallokering 0.0204 % - change of -1,85% MRQ
Deler fremragende shares (source: Capital IQ)
Institutionelle aktier (lange) 3.259.056 - 36,65% (ex 13D/G) - change of 0,01MM shares 0,25% MRQ
Institutionel værdi (lang) $ 57.145 USD ($1000)
Institutionelt ejerskab og aktionærer

Ames National Corporation (US:ATLO) har 173 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 3,259,056 aktier. Største aktionærer omfatter BlackRock, Inc., Vanguard Group Inc, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Dimensional Fund Advisors Lp, IWM - iShares Russell 2000 ETF, Geode Capital Management, Llc, VEXMX - Vanguard Extended Market Index Fund Investor Shares, State Street Corp, Elizabeth Park Capital Advisors, Ltd., and Fourthstone LLC .

Ames National Corporation (NasdaqCM:ATLO) 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 September 18, 2025 is 20,64 / share. Previously, on September 19, 2024, the share price was 18,75 / share. This represents an increase of 10,08% over that period.

ATLO / Ames National 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
Institutionel Put/Call-forhold

Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.

Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.

ATLO / Ames National Corporation Historical Put/Call Ratio
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
(%)
2025-08-13 13F Northwestern Mutual Wealth Management Co 30.998 36.802,38 552 55.100,00
2025-08-15 13F Morgan Stanley 55.154 2,31 982 4,03
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.111 0,00 20 0,00
2025-07-09 13F Harbor Capital Advisors, Inc. 180 1,69 0
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 1.845 14,88 33 14,29
2025-08-27 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 12 -7,69 0
2025-07-25 NP AFSM - First Trust Active Factor Small Cap 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 6.624 0,23 115 -7,26
2025-06-26 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 1.136 0,00 20 -5,00
2025-08-14 13F Glenmede Investment Management, LP 643 11
2025-07-24 NP FSMAX - Fidelity Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 49.880 0,00 868 -7,37
2025-08-12 13F Jpmorgan Chase & Co 8.163 -48,07 145 -47,27
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 12.872 8,81 224 0,45
2025-07-09 13F Massmutual Trust Co Fsb/adv 41 1
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 1.767 0,00 31 3,33
2025-08-08 13F Geode Capital Management, Llc 215.104 2,48 3.831 4,19
2025-08-14 13F California State Teachers Retirement System 637 0,00 11 0,00
2025-08-15 13F Tower Research Capital LLC (TRC) 2.167 302,04 39 322,22
2025-06-26 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 11.722 0,00 203 -4,25
2025-06-24 NP SWSSX - Schwab Small-Cap Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 22.703 7,73 394 3,14
2025-08-12 13F Ameritas Investment Partners, Inc. 711 0,00 13 0,00
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 89 -30,47 2 -50,00
2025-08-12 13F Proequities, Inc. 0 0
2025-08-27 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 704 0,00 13 0,00
2025-08-26 NP TRSYX - T. Rowe Price Small-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 809 0,00 14 0,00
2025-08-14 13F Royal Bank Of Canada 8.356 -0,98 149 0,68
2025-08-06 13F Commonwealth Equity Services, Llc 22.817 0,04 0
2025-08-07 13F Connor, Clark & Lunn Investment Management Ltd. 15.083 7,23 269 8,94
2025-08-14 13F RBF Capital, LLC 30.000 0,00 534 1,71
2025-08-14 13F UBS Group AG 3.849 -22,74 69 -21,84
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 4.288 0,00 76 1,33
2025-06-26 NP FLXSX - Fidelity Flex Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.727 14,60 30 7,41
2025-08-14 13F Atomi Financial Group, Inc. 13.304 -13,08 237 -11,94
2025-08-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 1.520 39,45 27 42,11
2025-08-13 13F New York State Common Retirement Fund 4.473 0,00 0
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 302.690 0,00 5.391 1,64
2025-08-28 NP IWC - iShares Micro-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 19.982 3,00 356 4,72
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 1.323 0,00 24 0,00
2025-08-14 13F Jane Street Group, Llc 14.331 255
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.367 0,00 41 -2,38
2025-08-14 13F Citadel Advisors Llc 0 -100,00 0
2025-08-14 13F GWM Advisors LLC 20.589 367
2025-05-15 13F Squarepoint Ops LLC 0 -100,00 0
2025-08-04 13F Strs Ohio 15.600 7,59 278 9,06
2025-08-14 13F Fmr Llc 879 39,97 16 36,36
2025-08-13 13F Arrowstreet Capital, Limited Partnership 91.712 0,00 1.633 1,68
2025-08-29 NP BSVO - EA Bridgeway Omni Small-Cap Value ETF 9.257 6,05 165 7,89
2025-07-28 NP HDG - ProShares Hedge Replication ETF 12 20,00 0
2025-07-28 NP AVUV - Avantis U.S. Small Cap Value ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5.545 0,00 96 -7,69
2025-06-26 NP USMIX - Extended Market Index Fund 946 -12,97 16 -15,79
2025-06-26 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 33.107 -1,63 575 -5,90
2025-08-14 13F Bank Of America Corp /de/ 6.214 -16,06 111 -14,73
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 45 2,27 1
2025-08-26 NP Profunds - Profund Vp Ultrasmall-cap 31 -3,12 1
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 999 2,57 17 0,00
2025-08-11 13F Citigroup Inc 3.423 -45,77 61 -45,45
2025-08-14 13F/A Barclays Plc 16.074 82,45 0
2025-08-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 1.750 0,00 31 3,33
2025-08-12 13F Nuveen, LLC 14.751 1,12 263 2,75
2025-08-12 13F Dimensional Fund Advisors Lp 260.600 4,70 4.641 6,44
2025-08-12 13F Ames National Corp 51.557 21,32 918 23,39
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 639 2,73 11 0,00
2025-08-28 NP IWM - iShares Russell 2000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 242.030 -8,38 4.311 -6,87
2025-06-24 NP SWTSX - Schwab Total Stock Market Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4.056 0,00 70 -4,11
2025-07-28 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 775 0,00 13 -7,14
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 4 0,00 0
2025-08-13 13F First Trust Advisors Lp 10.511 187
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 4.148 0,00 74 1,39
2025-08-13 13F Elizabeth Park Capital Advisors, Ltd. 107.385 0,00 1.913 1,65
2025-08-25 NP TMVAX - RBC Microcap Value Fund A Shares 7.600 0,00 135 1,50
2025-07-14 13F GAMMA Investing LLC 135 164,71 2
2025-08-26 NP NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 1.242 -5,55 22 -4,35
2025-08-28 NP SSTIX - State Street Total Return V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 225 0,00 4 33,33
2025-07-28 NP VCSLX - Small Cap Index Fund 6.532 94,64 114 82,26
2025-08-08 13F Pnc Financial Services Group, Inc. 1.526 -12,20 27 -10,00
2025-08-14 13F Bnp Paribas Arbitrage, Sa 876 -82,30 16 -82,56
2025-08-06 13F True Wealth Design, LLC 35 -33,96 1
2025-07-29 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 785 0,00 14 -7,14
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 150 -2,60 3 0,00
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 1.851 0,00 33 0,00
2025-07-28 NP AVUVX - Avantis U.S. Small Cap Value Fund Institutional Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.518 0,00 26 -7,14
2025-07-28 NP AVSC - Avantis U.S. Small Cap Equity ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.577 0,00 27 -6,90
2025-08-12 13F Coldstream Capital Management Inc 0 -100,00 0
2025-08-13 13F Northern Trust Corp 70.919 -4,12 1.263 -2,47
2025-08-28 NP IWN - iShares Russell 2000 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 80.916 -4,45 1.441 -2,83
2025-07-29 NP VRTIX - Vanguard Russell 2000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 44.847 12,67 780 4,42
2025-06-26 NP DFAC - Dimensional U.S. Core Equity 2 ETF 12.248 0,00 213 -4,50
2025-07-25 13F Cwm, Llc 733 -65,44 0
2025-05-02 13F Wealthfront Advisers Llc 0 -100,00 0 -100,00
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 5.053 -4,43 90 -3,26
2025-06-26 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 4.229 0,00 73 -3,95
2025-08-12 13F Legal & General Group Plc 795 0,00 14 7,69
2025-08-12 13F Charles Schwab Investment Management Inc 24.956 -6,74 444 -5,13
2025-06-26 NP BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.184 0,00 38 -5,13
2025-08-12 13F Deutsche Bank Ag\ 0 -100,00 0
2025-08-28 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 3.022 0,00 54 1,92
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 1.471 0,00 26 4,00
2025-07-22 13F Iron Horse Wealth Management, LLC 291 0,00 5 0,00
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 280 0,00 5 -20,00
2025-08-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 2.444 6,08 44 7,50
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 11.527 0,00 205 1,99
2025-09-04 13F/A Advisor Group Holdings, Inc. 200 0,00 4 0,00
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 47 0,00 1
2025-07-29 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 6.013 -0,74 105 -7,96
2025-06-26 NP DFAT - Dimensional U.S. Targeted Value ETF 25.043 10,48 435 5,85
2025-08-29 NP JADMX - Small Cap Opportunities Trust NAV 500 0,00 9 0,00
2025-06-30 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 926 -89,08 16 -92,23
2025-08-04 13F Amalgamated Bank 291 0,00 0
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 1.188 156,59 21 150,00
2025-08-26 NP PENN SERIES FUNDS INC - Small Cap Index Fund 300 0,00 5 0,00
2025-07-31 13F City State Bank 300 0,00 5 0,00
2025-06-26 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 609 0,00 11 -9,09
2025-07-28 NP UWM - ProShares Ultra Russell2000 876 -18,81 15 -25,00
2025-07-21 13F West Financial Advisors, LLC 804 0,00 14 0,00
2025-06-26 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 1.387 0,00 24 -4,00
2025-08-12 13F BlackRock, Inc. 649.247 -0,75 11.563 0,90
2025-08-14 13F Fourthstone LLC 99.765 107,97 1.777 111,43
2025-08-04 13F IFG Advisory, LLC 21.027 0,00 374 1,63
2025-09-17 NP GMRAX - Nationwide Small Cap Index Fund Class A 815 0,00 15 0,00
2025-08-14 13F Bridgeway Capital Management Inc 15.273 3,64 272 5,43
2025-06-26 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 629 0,00 11 -9,09
2025-08-08 13F Hartland & Co., LLC 18 0
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 2.972 0,00 53 0,00
2025-07-24 13F IFP Advisors, Inc 0 -100,00 0
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 6.300 0,00 112 1,82
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 379 0,00 7 0,00
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 3.852 -12,79 69 -11,69
2025-05-15 13F Citadel Advisors Llc Put 0 -100,00 0 -100,00
2025-08-14 13F State Street Corp 126.400 2,10 2.251 3,83
2025-08-27 NP VEXMX - Vanguard Extended Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 128.938 0,00 2.296 1,68
2025-08-08 13F/A Sterling Capital Management LLC 248 63,16 4 100,00
2025-08-13 13F MetLife Investment Management, LLC 0 -100,00 0
2025-08-27 NP VBINX - Vanguard Balanced 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 6.500 0,00 116 1,77
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 179 1,70 3 0,00
2025-08-22 NP FISVX - Fidelity Small Cap Value Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10.056 5,03 179 7,19
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 508 0,00 9 12,50
2025-08-11 13F Vanguard Group Inc 503.697 0,80 8.971 2,47
2025-07-31 13F Nisa Investment Advisors, Llc 43 0,00 1
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 9 -10,00 0
2025-08-12 13F Corebridge Financial, Inc. 0 -100,00 0
2025-08-08 13F SBI Securities Co., Ltd. 3 200,00 0
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 627 -20,53 11 -15,38
2025-08-07 13F Allworth Financial LP 8 0
2025-05-15 13F Millennium Management Llc 0 -100,00 0 -100,00
2025-08-14 13F Clarity Asset Management, Inc. 4.987 1,14 89 2,33
2025-08-13 13F Russell Investments Group, Ltd. 1.379 67,56 25 71,43
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 1.585 0,00 28 3,70
2025-08-18 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 1.498 -40,65 27 -40,91
2025-07-22 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 151 0,00 3 0,00
2025-06-27 NP RSSL - Global X Russell 2000 ETF 5.338 5,51 93 1,10
2025-08-13 13F EverSource Wealth Advisors, LLC 44 214,29 1
2025-08-13 13F Renaissance Technologies Llc 49.084 1,24 874 2,94
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 326 0,00 6 -16,67
2025-06-26 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 35.140 4,05 610 -0,33
2025-08-14 13F Citadel Advisors Llc Call 49.200 8,37 876 10,19
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 1.751 0,00 31 3,33
2025-07-17 13F Stockman Wealth Management, Inc. 10.725 0,00 191 2,14
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 14.384 0,00 256 1,59
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 711 0,00 13 0,00
2025-07-22 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 3.295 0,64 57 -6,56
2025-08-05 13F Bank of New York Mellon Corp 29.335 3,14 522 4,82
2025-08-14 13F Wells Fargo & Company/mn 5.712 8,22 102 9,78
2025-07-28 NP URTY - ProShares UltraPro Russell2000 642 -28,51 11 -31,25
2025-08-12 13F LPL Financial LLC 41.607 -1,28 741 0,41
2025-08-11 13F Covestor Ltd 1 -83,33 0
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 4 0,00 0
2025-08-27 NP JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 2.412 0,00 43 0,00
2025-08-14 13F Goldman Sachs Group Inc 0 -100,00 0
2025-06-26 NP FSSNX - Fidelity Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 87.916 0,49 1.526 -3,78
2025-05-29 NP JAFEX - Total Stock Market Index Trust NAV 152 -41,54 3 -50,00
2025-08-14 13F Susquehanna International Group, Llp Call 64.200 -37,67 1.143 -36,64
2025-08-18 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 2.809 59,69 50 66,67
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 1.280 54,22 23 57,14
2025-08-12 13F Rhumbline Advisers 8.554 5,45 152 7,04
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 17.370 3,99 302 -0,33
2025-06-26 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 49.066 4,19 852 -0,23
2025-08-27 NP RYRRX - Russell 2000 Fund Class A 21 0,00 0
2025-07-24 NP FNCMX - Fidelity Nasdaq Composite 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 6.067 0,00 106 -7,08
2025-08-26 NP Profunds - Profund Vp Small-cap 20 0,00 0
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 1.511 0,00 26 -3,70
2025-05-28 NP QCEQRX - Equity Index Account Class R1 4.191 0,00 73 7,35
2025-08-14 13F Smartleaf Asset Management LLC 3.330 0,00 58 0,00
2025-08-13 13F Rsm Us Wealth Management Llc 0 -100,00 0
2025-08-26 NP BOSVX - Omni Small-Cap Value Fund Class N 6.008 0,00 107 1,90
2025-06-26 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 10.397 0,00 180 -4,26
2025-08-27 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 2 -33,33 0
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 16.974 0,00 295 -7,23
2025-08-14 13F Susquehanna International Group, Llp 12.382 -52,89 221 -52,17
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