WMK / Weis Markets, Inc. - Institutionelt ejerskab - Købere

Weis Markets, Inc.
US ˙ NYSE ˙ US9488491047

Institutionelt og fondsejerskab - Købere

Større indehavere, der har åbnet nye stillinger i Weis Markets, Inc., omfatter Hennessy Advisors Inc, HFCGX - Hennessy Cornerstone Growth Fund Investor Class, Maverick Capital Ltd, SDVD - FT Vest SMID Rising Dividend Achievers Target Income ETF, Polymer Capital Management (US) LLC, DRW Securities, LLC, Cambria Investment Management, L.P., Vident Advisory, LLC, Cannon Global Investment Management, LLC, Mariner, LLC, Contravisory Investment Management, Inc., WSML - iShares MSCI World Small-Cap ETF, Raymond James Financial Inc, SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1, SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1, Larson Financial Group LLC, Humankind Benefit Corp - Humankind US Stock ETF, UMA Financial Services, Inc., ETTOX - E*TRADE No Fee Total Market Index Fund, og Harbour Investments, Inc. .

Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.

Opgrader for at låse op for premium-data.

Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)		 Aktier Δ Aktier
(%)		 Rapporteret
Værdi
($1000)		 Δ Værdi
(%)		 Port Alloc
(%)
2025-07-21 13F Hennessy Advisors Inc 120.679 8.748
2025-06-24 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 47.571 5,35 4.091 34,10
2025-08-14 13F Wells Fargo & Company/mn 13.394 6,10 971 -0,21
2025-04-25 NP VFQY - Vanguard U.S. Quality Factor ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3.652 9,37 270 25,00
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 28.491 9,88 2.160 12,57
2025-08-14 13F DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 78.632 47,95 5.700 39,19
2025-07-29 NP VFMO - Vanguard U.S. Momentum Factor 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 17.376 141,57 1.317 207,71
2025-08-08 13F Intech Investment Management Llc 7.729 3,87 560 -2,27
2025-08-14 13F Two Sigma Advisers, Lp 119.200 3,38 8.641 -2,74
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 2.165 17,60 186 50,00
2025-07-25 13F CBOE Vest Financial, LLC 14.034 24,95 1.017 17,57
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 861 7,89 62 1,64
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 3.077 8,08 223 1,83
2025-08-14 13F Quantinno Capital Management LP 7.586 83,77 550 72,64
2025-07-16 13F Signaturefd, Llc 677 21,54 49 16,67
2025-06-25 NP SDVD - FT Vest SMID Rising Dividend Achievers Target Income ETF 12.382 1.065
2025-08-07 13F PFG Advisors 3.302 2,04 239 -4,02
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 19.424 2,43 1.408 -3,63
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 30.542 3,41 2.315 5,95
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 425 19,38 31 11,11
2025-08-14 13F Jane Street Group, Llc 60.200 4.364
2025-08-15 13F WealthCollab, LLC 409 5,96 30 0,00
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 12.500 3,31 906 -2,79
2025-08-26 NP Profunds - Profund Vp Small-cap 38 2,70 3 0,00
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 521.828 2,74 37.827 -3,34
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 2 0
2025-06-23 NP PJARX - SmallCap Value Fund II R-3 1.275 15,38 110 47,30
2025-08-26 NP TRSYX - T. Rowe Price Small-Cap Index Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1.537 10,26 111 3,74
2025-06-26 NP DFSV - Dimensional US Small Cap Value ETF 128.742 5,76 11.071 34,61
2025-08-11 13F Empowered Funds, LLC 96.812 5,39 7.018 -0,86
2025-08-12 13F American Century Companies Inc 588.207 9,57 42.639 3,08
2025-08-14 13F Verition Fund Management LLC 5.896 427
2025-08-13 13F Arizona State Retirement System 5.102 1,71 370 -4,40
2025-08-14 13F Two Sigma Investments, Lp 150.577 25,69 10.915 18,26
2025-08-14 13F Ubs Asset Management Americas Inc 44.948 58,36 3.258 49,04
2025-08-14 13F Vident Advisory, LLC 5.990 434
2025-08-19 13F State of Wyoming 3.489 316,35 253 293,75
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.083 6,77 151 0,00
2025-07-11 13F Farther Finance Advisors, LLC 101 20,24 7 16,67
2025-08-14 13F Bnp Paribas Arbitrage, Sa 26.358 183,18 1.911 166,39
2025-05-30 NP ERNZ - TrueShares Active Yield ETF 2.039 82,38 157 109,33
2025-08-29 NP JAFEX - Total Stock Market Index Trust NAV 470 9,05 34 3,03
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 40.916 2,53 3.518 30,49
2025-07-30 NP FCTDX - Strategic Advisers Fidelity U.S. Total 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 39.931 4,45 3.027 7,00
2025-06-26 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 68 6,25 6 25,00
2025-08-08 13F Geode Capital Management, Llc 484.474 2,35 35.123 -3,71
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 228 18
2025-08-07 13F Allworth Financial LP 15 50,00 1
2025-08-27 NP VMNFX - Vanguard Market Neutral 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 Short -25.767 -36,36 -1.868 -40,14
2025-07-24 13F Us Bancorp \de\ 973 9,70 71 2,94
2025-07-15 13F Fortitude Family Office, LLC 3 0
2025-08-14 13F/A Barclays Plc 31.497 47,09 2 100,00
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 486.157 10,69 36.851 13,41
2025-08-29 NP BSVO - EA Bridgeway Omni Small-Cap Value ETF 96.680 5,24 7.008 -0,99
2025-06-26 NP ETTOX - E*TRADE No Fee Total Market Index Fund 4 0
2025-06-26 NP FSMD - Fidelity Small-Mid Factor ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 21.300 1.119,23 1.832 1.492,17
2025-05-23 NP BSMC - Brandes U.S. Small-Mid Cap Value ETF 12.709 22,31 979 39,26
2025-08-12 13F Legal & General Group Plc 18.170 6,65 1.317 0,38
2025-07-28 NP VCSLX - Small Cap Index Fund 7.435 18,26 564 21,08
2025-07-25 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 1.684 8,23 128 10,43
2025-08-14 13F Occudo Quantitative Strategies Lp 5.311 12,14 385 4,92
2025-07-29 NP SLPAX - Siit Small Cap Fund - Class A 1.380 9,52 105 11,83
2025-07-28 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 724 13,48 55 14,89
2025-07-29 NP COPY - Tweedy, Browne Insider + Value ETF 3.528 146,54 267 154,29
2025-07-22 13F Gsa Capital Partners Llp 9.969 3,79 1
2025-08-14 13F Rafferty Asset Management, LLC 4.822 350
2025-07-14 13F GAMMA Investing LLC 216 5,88 16 0,00
2025-08-15 13F Tower Research Capital LLC (TRC) 1.330 138,78 96 128,57
2025-08-14 13F Price T Rowe Associates Inc /md/ 8.239 15,65 1
2025-08-01 13F Teacher Retirement System Of Texas 7.672 2,94 556 -3,14
2025-08-13 13F M&t Bank Corp 19.945 0,11 1.446 -5,86
2025-08-13 13F Cambria Investment Management, L.P. 6.146 446
2025-08-14 13F Raymond James Financial Inc 757 55
2025-08-14 13F Citadel Advisors Llc 116.222 84,70 8.425 73,76
2025-08-14 13F Smartleaf Asset Management LLC 59 3,51 4 0,00
2025-06-25 NP ISCB - iShares Morningstar Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 802 3,89 69 30,77
2025-07-24 13F IFP Advisors, Inc 0 2
2025-07-10 13F Contravisory Investment Management, Inc. 3.069 222
2025-06-26 NP DCOR - Dimensional US Core Equity 1 ETF 2.246 10,48 193 40,88
2025-07-28 NP HDG - ProShares Hedge Replication ETF 22 15,79 2 0,00
2025-09-17 NP NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 885 29,77 64 10,34
2025-08-26 NP NSIDX - Northern Small Cap Index Fund 7.644 0,92 554 -4,97
2025-07-29 NP EBI - Longview Advantage ETF 288 5.660,00 22
2025-07-29 13F Cannon Global Investment Management, LLC 4.200 304
2025-08-14 13F Polymer Capital Management (US) LLC 8.802 638
2025-07-17 13F SummerHaven Investment Management, LLC 12.560 1,35 910 -4,61
2025-08-27 13F/A Squarepoint Ops LLC 69.115 457,24 5.010 424,61
2025-08-14 13F State Street Corp 428.844 4,74 31.087 -1,46
2025-06-24 NP BBSC - JPMorgan BetaBuilders U.S. Small Cap Equity ETF 5.816 11,33 500 42,05
2025-08-14 13F Bridgeway Capital Management Inc 99.736 5,22 7.230 -1,01
2025-08-13 13F SageView Advisory Group, LLC 3.099 0,39 228 -4,22
2025-08-11 13F Martingale Asset Management L P 22.394 4,67 1.623 -1,52
2025-08-13 13F Norges Bank 9.846 714
2025-08-12 13F Dynamic Technology Lab Private Ltd 3.880 281
2025-06-26 NP DXUV - Dimensional US Vector Equity ETF 751 3.029,17 65 6.300,00
2025-08-28 NP XRT - SPDR(R) S&P(R) Retail 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 57.235 179,20 4.149 162,70
2025-06-27 NP RSSL - Global X Russell 2000 ETF 9.946 6,03 855 35,07
2025-07-28 13F Harbour Investments, Inc. 4 0
2025-08-14 13F Hrt Financial Lp 5.468 48,59 0
2025-08-22 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 358 7,51 26 0,00
2025-08-08 13F Police & Firemen's Retirement System of New Jersey 3.715 9,75 269 3,46
2025-06-26 NP ISCV - iShares Morningstar Small-Cap Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2.268 2,25 195 30,87
2025-06-24 NP Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF 128 60,00 11 120,00
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 19.549 2,69 1.417 -3,34
2025-08-28 NP Humankind Benefit Corp - Humankind US Stock ETF 89 6
2025-08-13 13F Marshall Wace, Llp 32.287 2.340
2025-06-26 NP DFAS - Dimensional U.S. Small Cap ETF 72.070 10,81 6.197 41,07
2025-08-05 13F Bank of New York Mellon Corp 274.529 2,40 19.901 -3,66
2025-08-14 13F DRW Securities, LLC 6.372 465
2025-08-06 13F Rialto Wealth Management, LLC 1 0
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 7.755 2,43 562 -3,60
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 82.742 9,86 6.272 12,57
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 166.866 2,00 14.349 29,82
2025-06-26 NP FLXSX - Fidelity Flex Small Cap Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3.159 18,01 272 50,56
2025-07-29 NP SEIAX - SIIT Multi-Asset Real Return Fund - Class A 493 249,65 37 270,00
2025-08-08 13F Pnc Financial Services Group, Inc. 6.555 3,97 475 -2,06
2025-08-12 13F Rhumbline Advisers 32.835 1,90 2.380 -4,11
2025-08-14 13F Mariner, LLC 3.957 287
2025-08-08 13F Larson Financial Group LLC 148 11
2025-07-31 13F Linden Thomas Advisory Services, LLC 24.630 68,32 1.785 58,39
2025-08-14 13F Millennium Management Llc 145.450 10.544
2025-08-13 13F Parkworth Wealth Management, Inc. 3 200,00 0
2025-07-30 NP OUSM - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF Shares 15.589 2,63 1.182 5,16
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 252.064 2,54 18.272 -3,52
2025-08-13 13F EverSource Wealth Advisors, LLC 356 106,98 26 92,31
2025-07-29 NP VCSAX - Vanguard Consumer Staples 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 199.616 30,07 15.131 33,27
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 35.680 13,93 2.705 16,75
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 18.093 1,54 1.312 -4,45
2025-08-11 13F Vanguard Group Inc 1.897.082 1,82 137.519 -4,20
2025-06-27 NP EBIT - Harbor AlphaEdge Small Cap Earners ETF 187 1,63 16 33,33
2025-08-26 NP VVICX - Voya VACS Index Series SC Portfolio 1.187 3,04 86 -2,27
2025-08-15 13F Great West Life Assurance Co /can/ 6.876 4,31 0
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 89.597 0,26 6.791 2,74
2025-07-29 NP VFMF - Vanguard U.S. Multifactor 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 12.455 61,36 944 65,32
2025-08-14 13F Voya Investment Management Llc 4.713 0,75 342 -5,28
2025-07-29 NP VFMFX - Vanguard U.S. Multifactor 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 5.056 20,52 383 23,55
2025-08-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 2.496 4,74 181 -1,64
2025-07-30 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 29.594 5,86 2.243 8,46
2025-08-08 13F/A Sterling Capital Management LLC 441 55,28 32 47,62
2025-08-14 13F Maverick Capital Ltd 53.049 3.846
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 165 13
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 1.870 2,52 161 30,08
2025-06-25 NP FSTA - Fidelity MSCI Consumer Staples 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 30.018 39,40 2.581 77,51
2025-07-10 13F Exchange Traded Concepts, Llc 5.652 171,86 410 155,63
2025-08-26 NP FLQS - Franklin LibertyQ U.S. Small Cap Equity ETF 1.311 8,35 95 2,15
2025-07-25 NP WSML - iShares MSCI World Small-Cap ETF 1.183 90
2025-07-25 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 9.455 10,52 717 13,29
2025-08-28 NP SLLAX - SIMT Small Cap Fund Class F 8.865 643
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 56.820 4,35 4.119 -1,84
2025-08-11 13F Rothschild Investment Llc 20 33,33 1 0,00
2025-08-07 13F Zurcher Kantonalbank (Zurich Cantonalbank) 3.607 50,23 261 41,85
2025-06-26 NP DFAU - Dimensional US Core Equity Market ETF 5.181 5,45 446 34,44
2025-08-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 611 5,89 44 0,00
2025-07-28 13F Allianz Asset Management GmbH 167.413 9,54 12.136 3,05
2025-08-27 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 84 1,20 6 0,00
2025-07-08 13F Parallel Advisors, LLC 3.652 3,54 265 -2,58
2025-07-24 NP FCFMX - Fidelity Series Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 23.145 7,54 1.754 10,18
2025-08-04 13F Flagship Harbor Advisors, Llc 3.473 2,03 252 -4,20
2025-08-12 13F O'shaughnessy Asset Management, Llc 11.738 0,69 851 -5,35
2025-08-27 NP TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund Short -135 -7,53 -10 -10,00
2025-08-29 NP PMJIX - PIMCO RAE US Small Fund Institutional Class 122.092 9,94 8.850 3,42
2025-07-25 13F JustInvest LLC 4.378 5,75 317 -0,31
2025-08-12 13F Proequities, Inc. Put 0 0
2025-06-26 NP HFCGX - Hennessy Cornerstone Growth Fund Investor Class 89.079 7.660
2025-08-29 NP JAEWX - Small Cap Index Trust NAV 3.223 4,10 234 -2,10
2025-08-12 13F Proequities, Inc. Call 0 0
2025-07-31 13F Quest Partners LLC 2.938 5,15 213 -1,40
2025-08-12 13F Proequities, Inc. 0 0
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 28.403 2,42 2.059 -3,65
2025-09-04 13F/A Advisor Group Holdings, Inc. 1.591 16,39 115 9,52
2025-08-28 NP SSBIX - State Street Balanced Index Fund Class K 172 43,33 12 33,33
2025-08-28 NP SMVIX - Simt Small Cap Value Fund Class I 10.862 49,10 787 40,29
2025-07-21 13F Ameritas Advisory Services, LLC 52 4
2025-07-22 13F HFM Investment Advisors, LLC 2 100,00 0
2025-07-14 13F UMA Financial Services, Inc. 13 1
2025-08-08 13F SG Americas Securities, LLC 12.409 34,17 1
2025-07-29 NP ESGV - Vanguard ESG U.S. Stock ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3.696 9,22 280 12,00
2025-06-26 NP SMMV - iShares Edge MSCI Min Vol USA Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3.131 2,79 269 31,22
2025-06-26 NP DFUS - Dimensional U.S. Equity ETF 5.633 11,10 484 41,52
2025-06-26 NP FZROX - Fidelity ZERO Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7.498 3,61 645 31,97
2025-06-26 NP FZIPX - Fidelity ZERO Extended Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4.870 2,63 419 30,63
2025-08-08 13F Creative Planning 6.661 14,81 483 7,83
2025-07-29 NP GCAVX - GMO U.S. Small Cap Value Fund Class VI 1.396 22,03 106 25,00
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista

© 2015-2025 Fintel Ventures LLC. All rights reserved. Fintel® is a registered trademark.

This website is provided “as is” without any representations or warranties, express or implied. Fintel makes no representations or warranties in relation to this website or the information and materials provided on this website. Nothing on this website constitutes, or is meant to constitute, advice of any kind. If you require advice in relation to any financial matter you should consult an appropriate professional.

About Fintel
Top Investors
Features
Explore
Help Center