AKP - Anika Therapeutics, Inc. Stock - Stock Price, Institutional Ownership, Shareholders

Anika Therapeutics, Inc.
DE ˙ DB ˙ US0352551081 ˙ Electrical Components & Equipment
17,20 € ↓ -0.70 (-3.91%)
2026-08-28
SHARE PRICE
Basic Stats
Institutional Owners 295 total, 294 long only, 0 short only, 1 long/short - change of 118.52% MRQ
Share Price 17.20
Average Portfolio Allocation 0.0225 % - change of -35.89% MRQ
Shares Outstanding shares (source: Capital IQ)
Institutional Shares (Long) 14,203,939 - 106.13% (ex 13D/G) - change of -0.03MM shares -0.24% MRQ
Institutional Value (Long) $ 198,398 USD ($1000)
Institutional Activity Summary

Based on the latest reported and disclosed 13F, NPORT and beneficial-ownership filings. Regulatory filings are delayed, so these figures reflect reporting lag and are not real-time ownership.

Ownership Flow
Buyers 114
Sellers 72
Unchanged109
Newly reported25
Exited / no longer reported28
Net shares changed 262,049
Net value changed -3,051,402.08
New / Exited
Newly reported25
New shares290,089
New value4,791.62
Exited / no longer reported28
Prior shares exited571,925
Prior value exited3,072,153.00
Concentration
Total disclosed shares15,059,688
Top 5 concentration31.06%
Top 10 concentration47.47%
Based on disclosed shares.
Filing Freshness
Latest report dateJ 30
Latest file dateA 27
Avg reporting lag 48 days
Stale holders0
Fresh filings100.00%
No newer filing in more than 180 days
Stale means no newer filing has been observed for the holder.
Source Breakdown
Source Owners Shares Value % Shares
13F Institutions 165 12,423,975 173,090.49 82.50%
NPORT Funds 158 2,635,713 36,825.43 17.50%
13F: quarterly institutional holdings. NPORT: fund portfolio holdings. Activist (13D/G): beneficial-ownership filings above 5%.
Reported Institutional Options Exposure
Metric Calls Puts
Holders 3 1
Reported value 1.46 2.93
Largest holder GROUP ONE TRADING, L.P. GROUP ONE TRADING, L.P.
Call/Put value ratio: 0.50
Institutional Ownership and Shareholders

Anika Therapeutics, Inc. (DE:AKP) has 295 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 14,203,939 shares. Largest shareholders include BlackRock, Inc., Caligan Partners LP, Morgan Stanley, Acadian Asset Management Llc, Vanguard Capital Management Llc, Aqr Capital Management Llc, Boothbay Fund Management, Llc, Renaissance Technologies Llc, Dimensional Fund Advisors Lp, and Capital Management Corp /va .

Anika Therapeutics, Inc. (DB:AKP) institutional ownership structure shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds (or held) more than 5% of the company and intends (or intended) to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%.

The share price as of August 28, 2026 is 17.20 / share. Previously, on September 1, 2025, the share price was 7.95 / share. This represents an increase of 116.35% over that period.

Fund Sentiment Score

The Fund Sentiment Score (fka Ownership Accumulation Score) finds the stocks that are being most bought by funds. It is the result of a sophisticated, multi-factor quantitative model that identifies companies with the highest levels of institutional accumulation. The scoring model uses a combination of the total increase in disclosed owners, the changes in portfolio allocations in those owners and other metrics. The number ranges from 0 to 100, with higher numbers indicating a higher level of accumulation to its peers, and 50 being the average.

Update Frequency: Daily

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13F and NPORT Filings

Detail on 13F filings are free. Detail on NP filings require a premium membership. Green rows indicate new positions. Red rows indicate closed positions. Click the link icon to see the full transaction history.

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File Date Source Investor Type Avg Price
(Est)		 Shares Δ Shares
(%)		 Reported
Value
($1000)		 Δ Value
(%)		 Port Alloc
(%)
2026-08-12 13F Harbour Investments, Inc. 0 -100.00 0 -100.00
2026-05-13 13F Parkside Financial Bank & Trust 65 0.00 1
2026-05-27 NP Venerable Variable Insurance Trust - Venerable Small Cap Index Fund Class V 1,032 0.00 15 55.56
2026-05-28 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 319 0.00 5 33.33
2026-05-28 NP TLSTX - Stock Index Fund 216 0.00 3 50.00
2026-05-28 NP THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 651 0.00 9 50.00
2026-08-04 13F Indivisible Partners 46,254 -7.04 677 -6.24
2026-08-27 13F/A CI Private Wealth, LLC 35,415 6.60 518 7.69
2026-08-14 13F Man Group plc 140,712 13.21 2,059 14.21
2026-05-28 NP QCSTRX - Stock Account Class R1 83,327 264.99 1,208 451.60
2026-07-08 13F Assenagon Asset Management S.A. 126,032 170.54 1,844 173.04
2026-07-30 13F Strs Ohio 19,200 23.08 281 23.89
2026-08-12 13F Prudential Financial Inc 11,310 165
2026-07-28 13F Institute for Wealth Management, LLC. 104 2
2026-06-29 NP RSSL - Global X Russell 2000 ETF 5,412 -7.14 67 26.42
2026-06-24 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 61,119 -32.30 761 -8.76
2026-08-13 13F Arrowstreet Capital, Limited Partnership 106,644 240.13 1,560 243.61
2026-07-24 13F EverSource Wealth Advisors, LLC 532 41.49 8 40.00
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 61,554 0.53 884 46.19
2026-08-14 13F Advisor Group Holdings, Inc. 100 1
2026-07-02 13F Massmutual Trust Co Fsb/adv 159 0.00 2 0.00
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 15,102 3.59 219 55.71
2026-05-18 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II 2,320 0.00 34 50.00
2026-08-12 13F Geode Capital Management, Llc 331,577 0.46 4,853 1.36
2026-08-12 13F Jpmorgan Chase & Co 54,215 58.06 814 67.98
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 1,066 0.00 15 50.00
2026-08-06 13F Quadrature Capital Ltd 0 -100.00 0 -100.00
2026-08-07 13F Pnc Financial Services Group, Inc. 1,491 -18.52 22 -19.23
2026-06-23 NP GMRAX - Nationwide Small Cap Index Fund Class A 974 0.00 12 50.00
2026-05-13 13F Trigran Investments, Inc. 0 -100.00 0
2026-05-28 NP SSBIX - State Street Balanced Index Fund Class K 327 0.00 5 33.33
2026-08-11 13F SHP Wealth Management 681 0.00 10 0.00
2026-06-25 NP PJARX - SmallCap Value Fund II R-3 460 -22.82 6 0.00
2026-05-28 NP WFIVX - Wilshire 5000 Index Fund Investment Class 100 0.00 1 0.00
2026-05-26 NP VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class 917 0.00 13 62.50
2026-08-11 13F Ieq Capital, Llc 33,466 70.07 490 71.58
2026-08-13 13F Huntington National Bank 944 0.00 14 0.00
2026-05-26 NP EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB 1,919 0.00 28 50.00
2026-08-04 13F Caitong International Asset Management Co., Ltd 5 0
2026-08-17 13F Jefferies Financial Group Inc. 0 -100.00 0 -100.00
2026-08-14 13F Bank Of America Corp /de/ 24,548 -33.97 359 -33.40
2026-06-26 NP TMAAX - Thrivent Moderately Aggressive Allocation Fund Class A 1,340 0.00 17 33.33
2026-08-05 13F R Squared Ltd 27,065 -46.07 396 -45.67
2026-05-26 NP IWV - iShares Russell 3000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,075 -2.91 88 46.67
2026-08-06 13F Global Retirement Partners, LLC 541 8
2026-05-27 NP PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P 954 0.00 14 44.44
2026-04-24 NP URTY - ProShares UltraPro Russell2000 769 -20.64 11 22.22
2026-08-12 13F Federated Hermes, Inc. 675 8.87 10 12.50
2026-04-29 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 96,175 283.86 1,381 459.11
2026-05-28 NP GSCYX - SMALL CAP EQUITY FUND Institutional 24,788 80.67 359 174.05
2026-07-29 13F Capital Management Corp /va 448,474 0.17 6,561 1.08
2026-07-13 13F Curated Wealth Partners LLC 830 570
2026-08-14 13F Susquehanna International Group, Llp 0 -100.00 0 -100.00
2026-04-29 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 2,971 0.00 43 44.83
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 49,285 -1.96 614 32.11
2026-08-12 13F Integrated Wealth Concepts LLC 1,673 24
2026-05-27 NP Venerable Variable Insurance Trust - Venerable US Small Cap Fund Class V 5,402 78
2026-04-24 NP FSAKX - Strategic Advisers U.S. Total Stock Fund 4,463 6.26 64 56.10
2026-08-13 13F Fmr Llc 52,980 10.10 775 11.19
2026-06-24 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 11,355 0.00 141 35.58
2026-05-22 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 5,191 0.00 75 53.06
2026-08-13 13F Northern Trust Corp 98,134 -12.25 1,436 -11.47
2026-08-14 13F Wells Fargo & Company/mn 9,656 102.09 141 104.35
2026-07-22 13F/A Wealth Enhancement Trust Services, Inc. 16 0
2026-06-24 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 61,098 0.00 761 34.99
2026-06-26 NP THMAX - Thrivent Moderate Allocation Fund Class A 646 0.00 8 60.00
2026-05-20 NP Profunds - Profund Vp Small-cap 31 10.71 0
2026-08-10 13F SRS Capital Advisors, Inc. 5,574 1,631.06 82 1,925.00
2026-05-21 NP BRSIX - Ultra-Small Company Market Fund Class N 17,500 0.00 254 50.60
2026-08-14 13F Advyzon Investment Management, LLC 45,622 -8.49 667 -7.62
2026-05-20 NP Profunds - Profund Vp Ultrasmall-cap 42 0.00 1
2026-08-13 13F Renaissance Technologies Llc 481,417 -4.14 7,043 -3.28
2026-08-13 13F Marshall Wace, Llp 21,918 -8.41 321 -7.78
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 77,200 21.64 1,109 76.71
2026-08-07 13F Meeder Asset Management Inc 2,496 37
2026-05-27 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 490 -21.10 7 40.00
2026-08-13 13F Connor, Clark & Lunn Investment Management Ltd. 0 -100.00 0 -100.00
2026-06-24 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 2,097 0.00 26 36.84
2026-08-14 13F Boothbay Fund Management, Llc 529,640 0.03 7,749 0.92
2026-06-25 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 1,304 0.00 16 33.33
2026-07-29 13F Root Financial Partners, LLC 0 -100.00 0
2026-06-29 NP DCOR - Dimensional US Core Equity 1 ETF 733 18,225.00 9
2026-08-11 13F Allworth Financial LP 991 196.71 14 250.00
2026-05-26 NP EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K 4,438 0.00 64 52.38
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 20,067 0.00 288 45.45
2026-06-29 NP DFUS - Dimensional U.S. Equity ETF 1,888 0.00 24 35.29
2026-07-07 13F GAMMA Investing LLC 320 10.73 5 0.00
2026-07-31 13F Zions Bancorporation, National Association /ut/ 155 0.00 2 0.00
2026-06-24 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 13,792 -40.14 172 -19.34
2026-08-14 13F Hsbc Holdings Plc 50,105 -0.37 727 -0.27
2026-08-03 13F Massachusetts Financial Services Co /ma/ 71,758 -3.83 1,050 -2.96
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 8,500 -33.66 122 1.67
2026-08-11 13F Nuveen, LLC 156,538 29.67 2,290 30.86
2026-07-17 13F Farther Finance Advisors, LLC 213 100.94 3 200.00
2026-06-26 NP TCAAX - Thrivent Moderately Conservative Allocation Fund Class A 92 0.00 1
2026-04-28 NP GSSC - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 13,355 -12.94 192 26.49
2026-07-29 13F New York State Common Retirement Fund 3,423 0.00 50 2.04
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 6,770 0.00 84 35.48
2026-04-24 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 26,302 0.00 378 45.56
2026-08-14 13F Alliancebernstein L.p. 21,910 7.14 318 61.73
2026-08-13 13F Acadian Asset Management Llc 606,544 0.00 9 0.00
2026-08-12 13F Palumbo Wealth Management LLC 40,076 1.65 586 2.63
2026-05-14 13F Simplex Trading, Llc Call 0 -100.00 0 -100.00
2026-04-24 NP HDG - ProShares Hedge Replication ETF 13 -18.75 0
2026-07-27 13F Private Wealth Management Group, LLC 522 0.00 8 0.00
2026-06-24 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 11,894 0.00 148 35.78
2026-05-15 13F Oxford Asset Management Llp 0 -100.00 0
2026-05-28 NP DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A 1,722 -14.96 25 26.32
2026-04-24 NP RB - ProShares Russell 2000 Dynamic Buffer ETF 2 -87.50 0
2026-04-29 NP Guggenheim Active Allocation Fund 86 0.00 1
2026-05-27 NP PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I 3,621 0.00 53 52.94
2026-08-14 13F Jones Financial Companies Lllp 85 0.00 1 0.00
2026-08-14 13F State Of Wisconsin Investment Board 33,900 -25.87 496 -25.34
2026-04-29 NP AVSCX - Avantis U.S. Small Cap Equity Fund G Class 845 0.00 12 50.00
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 67,618 0.88 971 46.53
2026-08-12 13F Cetera Investment Advisers 10,572 -25.65 155 -25.24
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 2,166 14.91 27 52.94
2026-06-01 NP ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund 955 0.00 14 44.44
2026-08-13 13F Quantinno Capital Management LP 155,257 23.39 2,271 24.51
2026-08-14 13F Bridgeway Capital Management Inc 17,500 0.00 256 1.19
2026-05-18 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 22,292 15.69 323 74.59
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 14,902 1.74 186 37.04
2026-08-14 13F Sixth Street Partners Management Company, L.P. 113,374 1,659
2026-08-14 13F Cerity Partners LLC 40,662 14.65 595 15.56
2026-08-13 13F Morgan Stanley 614,320 -29.56 8,988 -28.92
2026-06-25 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 26,978 -11.45 336 19.22
2026-08-19 13F/A Mercer Global Advisors Inc /adv 25,285 43.70 370 44.71
2026-08-14 13F Jacobs Levy Equity Management, Inc 217,530 -18.11 3,182 -17.37
2026-04-30 13F Quest Partners LLC 0 -100.00 0 -100.00
2026-04-24 NP UWM - ProShares Ultra Russell2000 773 1.05 11 57.14
2026-08-14 13F Kemnay Advisory Services Inc. 7,958 15.85 116 17.17
2026-05-28 NP THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 1,946 0.00 28 55.56
2026-08-17 13F Public Employees Retirement System Of Ohio 18,975 -19.65 278 -19.01
2026-05-28 NP THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 1,610 0.00 23 53.33
2026-05-29 NP VYSVX - Vericimetry U.S. Small Cap Value Fund 2,344 290.67 34 120.00
2026-04-28 NP SMXAX - SIIT Extended Market Index Fund - Class A 3,070 0.00 44 46.67
2026-07-20 13F Fortitude Family Office, LLC 18 0
2026-06-29 NP DFAS - Dimensional U.S. Small Cap ETF 43,882 -6.19 546 26.68
2026-04-21 13F PharVision Advisers, LLC 0 -100.00 0
2026-05-15 13F Jain Global LLC 0 -100.00 0
2026-08-13 13F Ameritas Investment Partners, Inc. 1,202 0.00 18 0.00
2026-04-27 NP MSSM - Morgan Stanley Pathway Small-Mid Cap Equity ETF 530 0.00 8 40.00
2026-06-01 NP IRSIX - Voya RussellTM Small Cap Index Portfolio Class ADV 1,433 0.00 21 53.85
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 27,093 0.00 389 45.69
2026-05-29 NP JADMX - Small Cap Opportunities Trust NAV 1,585 0.00 23 46.67
2026-05-29 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class 1,202 0.00 17 54.55
2026-08-12 13F Hillsdale Investment Management Inc. 138,821 446.54 2,031 451.63
2026-07-02 13F Versant Capital Management, Inc 3,733 -3.19 55 -1.82
2026-08-14 13F Schonfeld Strategic Advisors LLC 0 -100.00 0 -100.00
2026-07-20 13F IFP Advisors, Inc 289 832.26 4
2026-05-15 13F Qube Research & Technologies Ltd 0 -100.00 0
2026-08-14 13F D. E. Shaw & Co., Inc. 245,066 6.65 3,585 7.59
2026-08-13 13F Los Angeles Capital Management Llc 100 0.00 1 0.00
2026-05-26 NP VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 292 0.00 4 100.00
2026-08-13 13F Inscription Capital, LLC 13,750 37.28 201 38.62
2026-08-07 13F State Street Corp 311,896 -9.88 4,563 -9.07
2026-05-26 NP FEAC - Fidelity Enhanced U.S. All-Cap Equity ETF 347 -15.78 5 66.67
2026-08-12 13F Colony Group, LLC 10,088 148
2026-08-12 13F American Century Companies Inc 103,559 -24.73 1,515 -24.02
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 87,527 -3.15 1,281 -2.29
2026-08-14 13F Ironwood Investment Management Llc 65,503 -0.10 958 0.84
2026-08-13 13F MetLife Investment Management, LLC 7,122 0.00 104 0.97
2026-05-21 NP SQLV - Legg Mason Small-Cap Quality Value ETF 3,649 -29.12 53 6.12
2026-05-27 NP Advanced Series Trust - Ast Small-cap Growth Portfolio 2,680 0.00 39 52.00
2026-08-14 13F Royal Bank Of Canada 573 60.96 8 60.00
2026-05-28 NP Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a) 1,486 0.00 22 50.00
2026-05-29 NP JETSX - Total Stock Market Index Trust NAV 574 0.00 8 60.00
2026-06-24 NP TIEIX - TIAA-CREF Equity Index Fund Institutional Class 11,088 1.72 138 38.00
2026-06-26 NP JPSE - JPMorgan Diversified Return U.S. Small Cap Equity ETF 4,805 0.50 60 34.09
2026-07-22 13F SJS Investment Consulting Inc. 32 113.33 0
2026-08-14 13F Legal & General Group Plc 1,081 0.00 16 0.00
2026-08-14 13F Tudor Investment Corp Et Al 22,837 334
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 121,569 2.91 1,514 38.81
2026-06-29 NP DFAU - Dimensional US Core Equity Market ETF 1,436 0.00 18 30.77
2026-05-28 NP SMLV - SPDR SSGA US Small Cap Low Volatility Index 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 25,338 31.89 367 99.46
2026-08-11 13F Rhumbline Advisers 16,344 -3.07 239 -2.05
2026-08-13 13F Mariner, LLC 25,956 136.33 380 138.36
2026-08-24 13F/A California State Teachers Retirement System 158 2
2026-06-23 NP NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6 406 0.00 5 66.67
2026-08-13 13F Vanguard Global Advisers, LLC 4,319 0.00 63 1.61
2026-08-14 13F Engineers Gate Manager LP 22,990 -60.92 336 -60.61
2026-05-18 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class 1,937 0.00 28 55.56
2026-06-29 NP DFAM - Dimensional US Marketwide Value ETF 6,027 0.00 75 36.36
2026-05-26 NP SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund 1,795 0.00 26 52.94
2026-05-28 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 4,570 -60.38 66 -40.00
2026-08-13 13F UBS Group AG 145,816 9.58 2,133 10.58
2026-05-28 NP THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A 849 0.00 12 50.00
2026-08-14 13F Invesco Ltd. 30,513 24.34 446 25.63
2026-07-17 13F GHP Investment Advisors, Inc. 44 0.00 1
2026-08-12 13F Globeflex Capital L P 87,600 0.00 1,282 0.87
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 5,158 20.91 64 64.10
2026-08-14 13F Ameriprise Financial Inc 52,355 0.23 766 1.06
2026-06-26 NP AALGX - Thrivent Global Stock Fund Class A 580 0.00 7 40.00
2026-08-14 13F Basecamp Wealth Advisors LLC 46 76.92 1
2026-08-13 13F Occudo Quantitative Strategies Lp 13,460 -14.20 197 0.51
2026-06-01 NP RYRRX - Russell 2000 Fund Class A 29 0.00 0
2026-05-07 13F Rothschild Investment Llc 122 205.00 2
2026-06-24 NP TISBX - TIAA-CREF Small-Cap Blend Index Fund Institutional Class 18,321 0.00 228 34.91
2026-08-13 13F Rockefeller Capital Management L.P. 506 -52.80 7 -53.33
2026-05-18 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I 21,577 91.17 313 188.89
2026-06-25 NP KCXIX - Knights of Columbus U.S. All Cap Index Fund I Shares 75 8.70 1
2026-08-14 13F Trexquant Investment LP 30,888 -51.78 452 -51.40
2026-06-01 NP RYMKX - Russell 2000 1.5x Strategy Fund Class H 17 0.00 0
2026-05-13 13F Objectivity Squared, LLC 0 -100.00 0
2026-07-15 13F Wealth Enhancement Advisory Services, Llc 15,577 55.06 243 64.19
2026-08-05 13F Fifth Third Bancorp 70 0.00 1 0.00
2026-08-14 13F MAI Capital Management 0 -100.00 0 -100.00
2026-05-29 NP JAFVX - Strategic Equity Allocation Trust Series NAV 810 -55.35 12 -35.29
2026-08-11 13F Tower Research Capital LLC (TRC) 804 -8.64 12 -8.33
2026-06-29 NP DFAC - Dimensional U.S. Core Equity 2 ETF 900 -89.25 11 -85.71
2026-07-28 13F Sterling Capital Management LLC 233 -43.58 3 -40.00
2026-08-06 13F Russell Investments Group, Ltd. 8,409 159.30 123 161.70
2026-07-23 13F SBI Securities Co., Ltd. 7 0.00 0
2026-06-29 NP SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1 1,467 0.00 18 38.46
2026-05-18 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class 1,049 0.00 15 50.00
2026-05-28 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 428,624 0.00 6,215 50.89
2026-08-13 13F Vanguard Portfolio Management Llc 76,773 6.39 1,123 7.36
2026-08-14 13F Diametric Capital, LP 0 -100.00 0 -100.00
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 1,783 53.18 26 127.27
2026-05-26 NP MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class 13,036 63.56 189 148.68
2026-08-03 13F Envestnet Asset Management Inc 88,755 -19.38 1,298 -18.67
2026-08-07 13F Deutsche Bank Ag\ 353,552 0.11 5,172 1.00
2026-04-24 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 10,926 0.00 157 45.79
2026-05-11 13F Citigroup Inc 578 -96.44 8 -94.84
2026-04-29 NP VCSLX - Small Cap Index Fund 5,068 0.00 73 44.00
2026-05-28 NP THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 480 0.00 7 50.00
2026-05-14 13F Cwm, Llc 13,865 62.41 201
2026-05-28 NP Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A 4,117 -16.79 60 13.46
2026-05-28 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 9,542 0.00 138 51.65
2026-05-15 13F Quarry LP 0 -100.00 0
2026-08-11 13F Dimensional Fund Advisors Lp 451,095 -1.69 6,600 -0.81
2026-08-14 13F JPL Wealth Management, LLC 4 0
2026-04-24 NP ITWO - ProShares Russell 2000 High Income ETF 538 48.21 8 133.33
2026-08-14 13F Point72 Asset Management, L.P. 22,515 -22.97 329 -22.22
2026-04-29 NP AVSU - Avantis Responsible U.S. Equity ETF 385 0.00 6 66.67
2026-05-28 NP QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 22,850 0.00 331 51.14
2026-08-14 13F Goldman Sachs Group Inc 237,722 9.11 3,478 10.07
2026-05-26 NP EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB 11,700 0.00 170 50.89
2026-08-14 13F Canada Pension Plan Investment Board 22,000 0.00 322 0.63
2026-05-28 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 31,391 8.23 455 63.67
2026-05-28 NP NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 3,345 0.00 49 50.00
2026-08-14 13F Squarepoint Ops LLC 18,751 274
2026-08-14 13F XTX Topco Ltd 17,874 -54.86 261 -54.53
2026-05-29 NP NCGFX - New Covenant Growth Fund 920 0.00 13 62.50
2026-06-01 NP VVICX - Voya VACS Index Series SC Portfolio 754 -25.27 11 11.11
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 3,415 0.00 49 48.48
2026-08-18 13F/A Advisors Asset Management, Inc. 0 -100.00 0 -100.00
2026-08-10 13F SageView Advisory Group, LLC 0 -100.00 0 -100.00
2026-06-25 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 1,887 0.00 23 35.29
2026-04-29 NP AVUSX - Avantis U.S. Equity 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 17 0.00 0
2026-05-28 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 80 -99.82 1 -99.77
2026-08-07 13F BlackRock, Inc. 1,449,671 -9.11 21,209 -8.29
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 8,878 13.47 127 64.94
2026-08-06 13F Hartland & Co., LLC 37 1
2026-04-28 NP DSMFX - Destinations Small-Mid Cap Equity Fund Class I 266 0.00 4 50.00
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 5,680 0.00 71 34.62
2026-05-21 NP PENN SERIES FUNDS INC - Small Cap Index Fund 0 -100.00 0 -100.00
2026-05-28 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 8,681 0.00 126 50.60
2026-08-13 13F Vanguard Capital Management Llc 572,113 -5.56 8,370 -4.70
2026-08-14 13F Aqr Capital Management Llc 559,846 105.62 8,191 107.50
2026-04-28 NP QQQS - Invesco NASDAQ Future Gen 200 ETF 6,686 16.48 96 71.43
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 3,947 0.00 57 54.05
2026-04-23 NP CFSLX - Column Small Cap Fund 348 5
2026-05-26 NP EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB 7,250 0.00 105 52.17
2026-06-01 NP RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity 3 0.00 0
2026-06-26 NP TAAAX - Thrivent Aggressive Allocation Fund Class A 1,005 0.00 13 33.33
2026-05-26 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 2,185 -7.73 32 40.91
2026-06-29 NP DFSU - Dimensional US Sustainability Core 1 ETF 1,000 25.31 12 -7.69
2026-08-12 13F Smartleaf Asset Management LLC 1,261 0.00 19 5.88
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 10,000 72.09 124 47.62
2026-05-01 13F Financial Connections Group, Inc. 650 0
2026-05-28 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 305,707 2.83 4,433 55.13
2026-04-27 NP CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class 35,515 49.31 510 116.60
2026-05-26 NP VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class 12,415 63.03 180 146.58
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 56,792 176.47 707 274.07
2026-06-29 NP DFSV - Dimensional US Small Cap Value ETF 41,240 25.99 513 69.87
2026-08-04 13F Noesis Capital Mangement Corp 19,400 0.00 284 0.71
2026-08-14 13F Jane Street Group, Llc 85,257 56.65 1,247 58.05
2026-03-27 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 0 -100.00 0 -100.00
2026-06-22 NP SLPIX - Small-cap Profund Investor Class 23 76.92 0
2026-05-08 13F Amalgamated Bank 0 -100.00 0
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 163,041 -0.70 2,364 49.90
2026-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 5,272 -13.74 77 -12.50
2026-05-28 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 1,826 0.00 26 52.94
2026-08-14 13F Millennium Management Llc 14,437 211
2026-08-14 13F Charles Schwab Investment Management Inc 113,374 -0.90 1,659 0.00
2026-08-06 13F Gsa Capital Partners Llp 26,183 21.95 0
2026-08-14 13F Two Sigma Investments, Lp 252,964 7.13 3,701 8.09
2026-08-14 13F Barclays Plc 52,319 765
2026-08-12 13F Simplex Trading, Llc 0 -100.00 0 -100.00
2026-08-14 13F Citadel Advisors Llc 0 -100.00 0 -100.00
2026-08-14 13F Citadel Advisors Llc Call 0 -100.00 0 -100.00
2026-05-26 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 8,393 34.98 122 105.08
2026-08-12 13F Optiver Holding B.V. 2 -98.25 0 -100.00
2026-08-13 13F Martingale Asset Management L P 15,312 224
2026-08-14 13F Group One Trading, L.p. 200 3
2026-08-14 13F Wealth Preservation Advisors, LLC 0 -100.00 0
2026-05-28 NP TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity 566 0.00 8 60.00
2026-05-14 13F Jump Financial, LLC 0 -100.00 0
2026-07-23 13F Police & Firemen's Retirement System of New Jersey 3,262 0.00 48 0.00
2026-08-14 13F Group One Trading, L.p. Call 100 1
2026-07-16 13F True Wealth Design, LLC 142 29.09 2 100.00
2026-08-14 13F Group One Trading, L.p. Put 200 3
2026-08-14 13F Caligan Partners LP 1,435,130 0.00 20,996 0.89
2026-06-22 NP UAPIX - Ultrasmall-cap Profund Investor Class 141 -11.32 2 0.00
2026-08-10 13F Essential Partners LLC 567 -37.21 8 -38.46
2026-05-28 NP NSIDX - Northern Small Cap Index Fund 6,637 -6.30 96 41.18
2026-06-25 NP USMIX - Extended Market Index Fund 1,474 2.08 18 38.46
2026-05-28 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 104,726 -2.82 1,519 46.67
2026-08-06 13F Bank of New York Mellon Corp 38,773 -2.50 567 -1.56
2026-05-28 NP JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A) 3,758 0.00 54 50.00
2026-05-29 NP JESIX - Small Cap Index Trust NAV 2,483 -30.66 36 5.88
2026-08-13 13F Bnp Paribas Arbitrage, Sa 63,953 35.43 936 36.70
2026-05-15 13F GWM Advisors LLC 0 -100.00 0
2026-08-14 13F Diker Management Llc 53,662 0.00 785 0.90
2026-05-18 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class 9,395 0.00 136 51.11
2026-04-20 13F Williams & Novak, LLC 0 -100.00 0
2026-08-14 13F Integrated Quantitative Investments LLC 19,079 279
2026-08-10 13F Nisa Investment Advisors, Llc 42 0.00 1
2026-04-24 NP BRSDX - MFS Blended Research Small Cap Equity Fund A 50,038 57.13 719 128.66
2026-08-07 13F Covestor Ltd 13 -69.05 0
2026-06-24 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 5,087 -37.10 63 -14.86
2026-06-29 NP DFAT - Dimensional U.S. Targeted Value ETF 28,347 -7.13 353 25.27
2026-06-01 NP RYRUX - Russell 2000 2x Strategy Fund A-Class Shares 64 0.00 1
2026-05-16 13F Sunbelt Securities, Inc. 18 80.00 0
2026-05-26 NP EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB 323 0.00 5 33.33
2026-05-26 NP EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB 11,614 -26.85 168 10.53
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