DFS / Discover Financial Services – институциональная собственность – покупатели

Откройте для себя финансовые услуги
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Институциональная и фондовая собственность – покупатели

К основным держателям, открывшим новые позиции в Откройте для себя финансовые услуги, относятся PCBCX - Victory Pioneer Balanced Fund Класс C, VAMO — ETF Cambria Value and Momentum, AMOM — QRAFT AI-Enhanced US Large Cap Momentum ETF, Смоллвуд Велф Инвестмент Менеджмент, ООО, ETTOX - E*TRADE Без комиссии, общий индексный фонд рынка, ETLGX - E*TRADE Без комиссии, большой индексный фонд капитализации, EGLE - Global X S&P 500 US Revenue Leaders ETF, Innovator ETFs Trust - Премиальный доход по акциям Innovator - Ежедневный PutWrite ETF, и Quest 10 Wealth Builders, Inc. .

На этой странице показаны изменения в структуре собственности путем перечисления учреждений, фондов и крупных акционеров, которые увеличили свои активы или открыли новые позиции за последний отчетный период. Зеленые строки обозначают новые позиции. Нажмите на ссылку значок, чтобы просмотреть полную историю транзакций.

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Дата файла Источник Инвестор Тип Средняя цена
(Восток)		 Акции Δ Акции
(%)		 Сообщено
Ценить
(1000 долларов США)		 Δ Значение
(%)		 Порт Аллок
(%)
2025-06-26 NP DCOR — Dimensional US Core Equity 1 ETF 11 931 49,98 2 179 36,27
2025-06-27 NP PCBCX - Victory Pioneer Balanced Fund Класс C 7 456 1 362
2025-06-25 NP IMCV — ETF средней капитализации iShares Morningstar 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 12 786 1,27 2 336 -8,00
2025-05-15 NP PY — ETF на индекс доходности основных акционеров 18 489 279,73 3 156 274,38
2025-04-24 NP SCHV — ETF Schwab US с большой капитализацией 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 125 442 1,22 24 485 8,31
2025-05-28 NP CVMC - Calvert US Mid-Cap Core Responsible Index ETF 1 743 6,67 298 4,95
2025-05-27 NP FELV — ETF Fidelity Enhanced Large Cap Value 5 456 1,45 931 0,00
2025-04-29 NP GDE - Фонд стратегии WisdomTree Efficient Gold Plus Equity N/A 248 7,83 48 17,07
2025-04-25 NP FXAIX — Индексный фонд Fidelity 500 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 3 144 521 1,36 613 779 8,44
2025-06-26 NP FUMIX — Индексный фонд Fidelity SAI США Momentum 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 59 866 423,72 10 936 375,85
2025-05-28 NP VANGUARD VARIABLE INSURANCE FUNDS — индексный портфель со средней капитализацией 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 87 869 0,25 14 999 -1,21
2025-05-14 13F Креди Агриколь С.А. 99 306 9,14 16 952 7,55
2025-05-15 13F Фонд постоянной школы Техаса 27 135 4 957
2025-06-26 NP HFIGX - Фонд диверсифицированного роста Хартфорда Шредера, класс I 387 28,57 71 16,67
2025-04-29 NP HNDRX — класс инвесторов в фонды с определенными рисками Horizon 3 544 3,53 692 10,74
2025-05-22 NP AB VARIABLE PRODUCTS SERIES FUND, INC. — Глобальное распределение рисков AB, средний портфель класса B 1 765 0,06 301 -1,31
2025-04-23 NP USXF — iShares ESG Advanced MSCI USA 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 16 615 2,87 3 243 10,08
2025-05-28 NP VQNPX - Акции инвесторов Vanguard Growth and Income Fund 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 91 490 1,62 15 617 0,13
2025-04-18 NP AVSU — Avantis Responsible ETF на акции США 6 740 5,49 1 316 12,88
2025-05-28 NP JDVSX — Диверсифицированный фонд JPMorgan класса I 208 30,00 36 29,63
2025-05-07 13F Шифф Брок Инвестмент Эдвайзорс, ООО 5 007 137,64 855 134,62
2025-06-27 NP SUNAMERICA SERIES TRUST - SA T. Rowe Price Распределение активов Рост портфеля Класс 1 377 69
2025-05-30 NP DLN — Дивидендный фонд WisdomTree США с крупной капитализацией н/д 30 499 6,08 5 206 4,54
2025-06-27 NP SUNAMERICA SERIES TRUST - Индексный портфель с большой капитализацией SA, класс 1 16 192 0,21 2 958 -8,99
2025-05-28 NP THRIVENT SERIES FUND INC — Индексный портфель Thrivent ESG, класс A 465 0,65 79 -1,25
2025-04-01 NP PKW — Invesco BuyBack Achievers 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 138 469 34,00 27 845 81,54
2025-05-22 NP VVIPX — портфолио Voya VACS Index Series S 19 087 2,59 3 258 1,12
2025-06-11 NP KTRAX - Глобальный фонд построения доходов DWS класса A 8 909 15,70 1 627 5,10
2025-05-29 NP RYFIX - Класс инвесторов фондов финансовых услуг 1 206 67,97 206 65,32
2025-06-24 NP SWPPX — Индексный фонд Schwab S&P 500 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 555 672 0,51 101 505 -8,69
2025-05-29 NP SSPY - стратифицированный индексный ETF с большой капитализацией 3 853 9,24 658 7,70
2025-05-27 NP IWR — iShares Russell ETF со средней капитализацией 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 845 447 3,68 144 318 2,16
2025-06-24 NP BBUS — JPMorgan BetaBuilders ETF на акции США 21 679 4,44 3 960 -5,13
2025-05-30 NP TSWEX - Акции советника по фонду с большой капитализацией TSW 3 000 50,00 512 47,98
2025-05-14 13F Эрсте Эссет Менеджмент ГмбХ 0 0
2025-06-26 NP BLACKROCK FUNDS - Институциональный индексный фонд iShares Russell со средней капитализацией 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 43 190 1,06 7 890 -8,19
2025-05-22 NP VMAX — Hartford US Value ETF 204 23,64 35 61,90
2025-05-14 13F Проэквитис, Инк. Call 0 0
2025-05-27 NP GPIX — Goldman Sachs S&P 500 Core Premium Income ETF 2 914 59,32 497 57,28
2025-05-28 NP SPYX - SPDR S&P 500 Запасы ископаемого топлива, свободный 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 10 809 2,25 1 845 0,76
2025-04-01 NP FYLG — Global X Financials покрытый ETF Call & Growth 76 11,76 15 50,00
2025-06-30 NP QDPL - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 4 008 16,61 732 5,93
2025-06-26 NP DXUV - ETF на акции векторных акций США 2 507 111,74 458 92,02
2025-06-30 NP XCLR - Global X S&P 500 Collar 95-110 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., 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 15 36,36 3 0,00
2025-05-23 NP TRANSAMERICA SERIES TRUST - Начальный вице-президент по глобальному распределению Transamerica BlackRock 1 654 46,89 282 44,62
2025-06-26 NP BlackRock ETF Trust - ETF BlackRock US Industry Rotation 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 48 140,00 9 100,00
2025-05-28 NP VIVAX - Акции инвесторов индексного фонда Vanguard Value 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 2 206 933 3,30 376 723 1,79
2025-05-21 13F/A Geneos Wealth Management Inc. 1 405 3,84 240 2,14
2025-05-22 NP SBSPX - Индексный фонд QS S&P 500 класса A 3 044 1,64 520 0,19
2025-05-28 NP BBTLX - Фонд с большой капитализацией, управляемый налогами для строителей мостов 113 666 827,20 19 403 813,90
2025-05-21 NP PXWGX - Класс инвесторов PAX ESG Beta Quality Fund 3 951 674
2025-04-23 NP SUSL — iShares ESG MSCI USA Leaders 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 9 179 0,01 1 792 6,99
2025-06-26 NP ACWI — iShares MSCI ACWI 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 66 896 8,32 12 220 -1,61
2025-05-28 NP JVASX - Фонд преимуществ стоимости JPMorgan класса I 101 085 30,22 17 255 28,32
2025-05-23 NP EQ ADVISORS TRUST - EQ/Global Equity Управляемый портфель волатильности Класс IB 2 324 5,88 397 4,21
2025-05-27 NP FIMVX - Индексный фонд средней капитализации Fidelity 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 28 287 3,94 4 829 2,42
2025-05-28 NP CGBL — основной сбалансированный класс акций ETF Capital Group 91 218 29,06 15 571 27,17
2025-05-29 NP JNL SERIES TRUST - Индексный фонд JNL S&P 500 (I) 2 515 3,33 429 1,90
2025-04-25 NP FIDJX - Фонд устойчивого развития Fidelity SAI 6 654 9,06 1 299 16,62
2025-06-30 NP VT - Акции Vanguard Total World Stock Index Fund ETF 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 163 191 4,49 29 810 -5,08
2025-04-25 NP ESGV - Vanguard ESG US Stock ETF ETF Акции 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 54 201 2,89 10 579 10,08
2025-05-23 NP FOVL — ETF iShares Focused Value Factor 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 4 284 0,12 731 -1,35
2025-05-30 NP STXD — ETF Strive 1000 Dividend Growth 814 4,49 139 -11,54
2025-05-27 NP MERFX - Фонд слияния - Акции класса инвесторов 582 907 354,63 99 502 348,01
2025-06-26 NP DFVX — векторный ETF с большой капитализацией в США 7 516 13,38 1 373 2,93
2025-04-25 NP VRNIX - Институциональные акции индексного фонда Vanguard Russell 1000 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 36 202 3,72 7 066 10,98
2025-05-28 NP TLCHX - Фонд акций социального выбора 4 112 38,73 702 36,65
2025-04-28 NP GAAVX - Альтернативный фонд распределения ГМО, класс VI 12 236 249,90 2 388 274,88
2025-06-23 NP IYY - iShares Dow Jones US 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 10 690 3,23 1 953 -6,24
2025-05-28 NP VSLU — ETF с большой капитализацией для прикладной финансовой оценки 1 453 4,31 248 2,90
2025-05-28 NP Глубокий - Глубокий Vp Бык 265 5,58 45 4,65
2025-04-28 NP Фонды Джона Хэнкока II - Фонд ротации секторов США, класс NAV 24 202 4,40 4 724 11,68
2025-05-27 NP FCFY — ETF First Trust S&P 500 Diversified Free Cash Flow 84 1,20 14 0,00
2025-05-27 NP NOSIX — Северный фондовый индексный фонд 76 125 0,67 12 995 -0,79
2025-06-26 NP IMCB — iShares Morningstar ETF со средней капитализацией 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 23 373 1,49 4 270 -7,80
2025-05-28 NP QWLD — SPDR MSCI World StrategicFactors 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 300 6,38 51 6,25
2025-04-25 NP VFTNX — Институциональные акции Vanguard FTSE Social Index Fund 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 131 489 1,34 25 665 8,42
2025-05-27 NP Brighthouse Funds Trust I — глобальный активный портфель распределения JPMorgan класса B 1 001 29,50 171 27,82
2025-05-27 NP AZNAX - Фонд доходов и роста AllianzGI класса A 105 095 31,56 17 940 29,64
2025-06-26 NP DFVEX - Портфель акций Us Vector - Институциональный класс 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 45 298 41,68 8 275 28,70
2025-05-30 NP USCF - Темы Чемпионы денежного потока США ETF 122 8,93 21 5,26
2025-04-24 NP UYG - ProShares Ultra Financials 22 177 18,26 4 329 26,51
2025-03-17 NP ABFL - TrimTabs All Cap US Free-Cash-Flow ETF 33 457 59,21 6 728 115,68
2025-05-28 NP XLF - Фонд SPDR финансового сектора This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 860 269 4,26 317 548 2,74
2025-06-26 NP CRBN — iShares MSCI ACWI Low Carbon Target 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 3 776 4,66 690 -4,97
2025-04-18 NP AVLC — ETF на акции Avantis US с большой капитализацией 5 381 142,39 1 050 159,90
2025-05-20 NP UDIV — Глобальный дивидендный ETF Франклина LibertyQ 483 34,17 82 32,26
2025-05-28 NP VIMSX - Акции инвесторов индексного фонда Vanguard средней капитализации 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 5 418 671 0,44 924 967 -1,03
2025-04-29 NP PBUS — Invesco PureBeta MSCI USA 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 29 256 3,23 5 710 10,44
2025-06-26 NP KCEVX — Длинные/короткие акции инвесторского фонда акций Knights of Columbus 20 128 35,26 3 677 22,86
2025-05-05 13F Линдбрук Капитал, ООО 1 320 38,95 225 37,20
2025-04-28 NP CWGIX – МИРОВОЙ ФОНД РОСТА КАПИТАЛА И ДОХОДОВ Класс А This fund is a listed as child fund of Capital World Investors 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 2 266 993 42,57 442 494 52,54
2025-06-26 NP FNILX - Индексный фонд с большой капитализацией Fidelity ZERO 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 61 998 1,46 11 325 -7,83
2025-05-16 NP НАЦИОНАЛЬНЫЙ ВАРИАЦИОННЫЙ ТРАСТ СТРАХОВАНИЯ - NVIT Dynamic US Growth Fund Class II 10 818 2,23 1 847 0,71
2025-06-26 NP PBAIX - Институциональный фонд тактических возможностей Blackrock 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 6 418 19,69 1 172 8,72
2025-05-29 NP MIMPX — портфель глобального стратега I класса 128 21,90 22 16,67
2025-05-22 NP MXVIX — класс инвесторов индексного фонда Great-West S&P 500 36 287 12,48 6 194 10,84
2025-05-29 NP ИНВЕСТИЦИОННАЯ ПРОГРАММА TIFF - Фонд мультиактивов TIFF 661 3,12 113 0,90
2025-06-26 NP NUMV — ETF средней капитализации Nuveen ESG This fund is a listed as child fund of Nuveen Asset Management, 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 27 706 5,56 5 061 -4,11
2025-06-27 NP DUBS — Aptus ETF с увеличенной доходностью с большой капитализацией 851 4,80 155 -4,91
2025-05-28 NP Profunds - Profund Vp Financials 1 299 1,96 222 0,45
2025-06-23 NP PPSFX - LargeCap Value Fund III R-3 6 101 9,10 1 114 -0,89
2025-05-27 NP MAINSTAY VP FUNDS TRUST - Индексный портфель MainStay VP MacKay S&P 500 начального класса 24 002 1,48 4 097 0,00
2025-05-28 NP SPGM - портфель SPDR(R) MSCI Global Stock Market ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8 729 10,30 1 490 8,76
2025-06-24 NP JPME - JPMorgan Diversified Return US Mid Cap ETF ETF 3 616 1,43 661 -7,82
2025-06-18 NP REUYX - Фонд устойчивого акционерного капитала класса Y 277 51
2025-05-23 NP NANC — ETF для подрывной демократической торговли необычными китами 2 391 10,13 408 8,51
2025-04-25 NP FSKAX — Индексный фонд Fidelity Total Market 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 462 226 1,34 90 222 8,43
2025-06-26 NP FDMO — ETF Fidelity Momentum Factor (Фактор Fidelity Momentum Factor) 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 15 258 119,04 2 787 245,78
2025-06-30 NP CATH - Global X S&P 500 ETF католических ценностей This fund is a listed as child fund of Mirae Asset Global Investments Co., 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 5 064 1,69 925 -7,59
2025-04-18 NP AVUS — форвардный ETF на акции США 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 52 234 13,70 10 196 21,64
2025-05-30 NP MFUS — PIMCO RAFI Динамический многофакторный ETF на акции США 1 280 8,94 218 7,39
2025-06-24 NP Innovator ETFs Trust - Премиальный доход по акциям Innovator - Ежедневный PutWrite ETF 13 2
2025-05-27 NP MERVX - Фонд слияния VL 6 102 256,43 1 042 251,69
2025-05-20 NP GARTX - Фонд отслеживания абсолютной доходности Goldman Sachs класса A 5 414 13,36 924 72,39
2025-05-16 NP НАЦИОНАЛЬНЫЙ ВАРИАЦИОННЫЙ СТРАХОВОЙ ТРАСТ - Индексный фонд NVIT S&P 500, класс IV 21 529 3,18 3 675 1,69
2025-05-23 NP GOP — необычные киты, подрывающие республиканскую торговлю ETF 1 012 19,91 173 17,81
2025-04-22 NP SHP ETF Trust — NEOS S&P 500(R) High Income ETF 17 268 21,89 3 371 30,42
2025-06-24 NP SWMCX - Индексный фонд средней капитализации Schwab США 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 41 596 16,43 7 598 5,78
2025-05-23 NP TRANSAMERICA SERIES TRUST - Начальный вице-президент по тактическому распределению Transamerica JPMorgan 628 29,48 107 27,38
2025-04-25 NP FIDSX – Портфель финансовых услуг 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 120 400 12,95 23 501 20,84
2025-05-23 NP GSPY — Gotham Enhanced 500 ETF 2 523 3,19 431 1,65
2025-03-27 NP SUNAMERICA SERIES TRUST — SA BlackRock VCP Global Multi Asset Portfolio, класс 3 253 2,02 51 38,89
2025-04-17 NP FLCGX — Розничный класс QUANTEX FUND 168 107,41 29 100,00
2025-05-15 13F КАПРОК Групп, Инк. 8 701 38,44 1 485 36,49
2025-05-15 13F/A Орион Портфолио Солюшнс, ООО 10 304 2,97 1 759 1,44
2025-05-28 NP NZUS - SPDR MSCI USA Climate Парижский ETF 18 50,00 3 50,00
2025-04-24 NP URTH — iShares MSCI World 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 16 029 0,77 3 129 7,82
2025-06-26 NP KCXIX - Индексный фонд с полной капитализацией Knights of Columbus I, акции 1 089 11,01 199 0,51
2025-06-24 NP CSQIX - MANTEIO MULTIALTERNATIVE STRATEGY FUND Акции класса I 13 830 79,05 2 526 62,65
2025-06-25 NP WWICX - Акции класса C Фонда возможностей дохода Westwood 33 167 20,76 6 059 9,71
2025-05-27 NP Milliman Variable Insurance Trust - Milliman - Capital Group хеджированный фонд доходов и роста США, класс 3 246 19,42 42 17,14
2025-04-24 NP SPXE — бывший энергетический ETF S&P 500 334 11,33 65 20,37
2025-05-23 NP EQ ADVISORS TRUST - EQ/AB Динамический агрессивный рост портфеля класса IB 1 690 0,18 288 -1,37
2025-06-26 NP IMCG - iShares Morningstar Growth ETF со средней капитализацией 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 67 528 1,37 12 335 -7,91
2025-04-25 13F Смоллвуд Велф Инвестмент Менеджмент, ООО 317 54
2025-06-30 NP AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street All Cap Fund Class R6 49 304 41,61 9 006 28,64
2025-05-29 NP СЕРИЯ СТРАХОВАНИЯ АМЕРИКАНСКИХ ФОНДОВ — Фонд глобального роста и доходов, класс 1 This fund is a listed as child fund of Capital World Investors 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 34 288 42,62 5 853 40,54
2025-04-25 NP FDFIX — Индексный фонд Fidelity Flex 500 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 28 526 1,80 5 568 8,92
2025-06-27 NP VEGN — Американский веганский климатический ETF 1 208 4,86 221 -4,76
2025-04-25 NP CFMSX – фонд выбора средней капитализации по колонке 23 990 5,41 4 683 12,79
2025-05-28 NP ГЛАВНЫЙ ИНВЕСТИЦИОННЫЙ ПОРТФЕЛЬ - Основной индекс индекса большой капитализации 159 462 2,13 27 220 0,64
2025-05-28 NP IXG — iShares Global Financials 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 9 632 1,10 1 644 -0,36
2025-04-29 13F Хм, Пейсон и компания 4 956 7,37 846 5,88
2025-06-30 NP XRMI - ETF Global X S&P 500 Risk Managed Income This fund is a listed as child fund of Mirae Asset Global Investments Co., 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 261 22,54 48 11,90
2025-03-27 NP Серия управляемых счетов — фонд динамических акций BlackRock GA класса K 35 495 3,09 7 138 39,67
2025-03-31 NP FFSM — ETF Fidelity Small-Mid Cap Opportunities 46 303 643,11 9 311 907,68
2025-06-30 NP EGLE - Global X S&P 500 US Revenue Leaders ETF 20 4
2025-05-28 NP ГЛАВНЫЙ ИНВЕСТИЦИОННЫЙ ПОРТФЕЛЬ — Основной портфель индекса S&P 500 234 019 0,22 39 947 -1,24
2025-05-28 NP QCSTRX — класс счета акций R1 161 924 63,33 27 640 60,95
2025-06-26 NP NUDV — Дивидендный ETF Nuveen ESG This fund is a listed as child fund of Nuveen Asset Management, 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 1 347 76,77 246 60,78
2025-04-01 NP XYLE — Global X S&P 500 ESG Covered Call ETF 18 28,57 4 50,00
2025-05-30 NP New Age Alpha Variable Funds Trust - СЕРИЯ БОЛЬШОГО РОСТА NAA 1 408 10,00 240 8,60
2025-05-27 NP GMOV - GMO US Value ETF 2 415 25,26 412 23,72
2025-06-30 NP XYLD — Global X S&P 500 Covered Call ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., 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 16 527 5,02 3 019 -4,61
2025-06-25 NP FNCL — ETF на индекс Fidelity MSCI Financials 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 68 405 0,35 12 496 -8,84
2025-05-28 NP SPTM - SPDR(R) Портфель ETF общего фондового рынка 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 45 955 1,12 7 845 -0,36
2025-06-26 NP ETLGX - E*TRADE Без комиссии, большой индексный фонд капитализации 39 7
2025-05-30 NP STRV — Strive 500 ETF 3 930 1,79 671 -13,66
2025-05-28 NP VTSMX - Акции инвесторов индексного фонда Vanguard Total Stock Market 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 7 934 259 0,86 1 354 378 -0,61
2025-06-25 NP DGRO — iShares Core Dividend 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 309 855 2,29 56 601 -7,08
2025-06-26 NP FLAPX — Индексный фонд Fidelity Flex со средней капитализацией 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 11 065 10,02 2 021 -0,05
2025-05-30 NP FLDZ — ETF RiverNorth Patriot 57 35,71 10 28,57
2025-06-23 NP IYG — iShares US Financial Services 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 67 701 0,74 12 367 -8,49
2025-04-25 NP SNPE — Xtrackers S&P 500 ESG ETF 11 714 0,65 2 286 7,68
2025-05-30 NP STXV — ETF Strive 1000 Value 936 84,25 160 55,88
2025-04-29 NP Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 182 225,00 36 250,00
2025-06-25 NP Allianzgi Диверсифицированный доходный и конвертируемый фонд 5 400 71,97 986 56,26
2025-05-29 NP RYDEX VARIABLE TRUST - Фонд мультихеджевых стратегий с переменной рентой 4 234 63,16 723 60,80
2025-05-22 NP DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI США VIP класс A 10 693 6,79 1 825 5,25
2025-06-24 NP SWLVX - Индексный фонд акций с крупной капитализацией Schwab в США 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 8 021 2,86 1 465 -6,57
2025-05-22 NP DCUAX - DWS CROCI Фонд США класса A 52 851 7,62 9 022 6,04
2025-06-27 NP CVSIX - Фонд с нейтральным доходом на рынке Каламос, класс A 112 300 1,13 20 514 -8,14
2025-05-29 NP JNL SERIES TRUST - Альтернативный фонд JNL с несколькими менеджерами (A) 33 514 334,06 5 721 327,82
2025-06-27 NP VAMO — ETF Cambria Value and Momentum 2 651 484
2025-06-26 NP DFLV — ETF с большой капитализацией в США 122 832 3,47 22 438 -6,01
2025-06-18 13F/A ООО «Воя Инвестмент Менеджмент» 1 411 612 31,56 240 962 29,63
2025-05-22 NP DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP-класс A 1 558 11,29 266 9,50
2025-06-30 NP RSP — ETF равного веса Invesco S&P 500 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 859 368 1,09 156 981 -8,17
2025-06-23 NP PLFMX - индексный фонд LargeCap S&P 500 R-3 44 222 1,97 8 078 -7,36
2025-05-27 NP Brighthouse Funds Trust I - AQR Глобальный сбалансированный по риску портфель класса B 1 807 547,67 308 541,67
2025-06-25 NP DIVB — iShares US дивиденды и обратный выкуп 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 8 612 8,34 1 573 -1,56
2025-06-18 NP NMFAX — Национальный динамический фонд роста США класса A 6 375 6,37 1 165 -3,40
2025-05-20 NP USPX — ETF Global Equity Франклина LibertyQ 5 784 1,47 987 0,00
2025-06-30 NP PBP — Invesco S&P 500 BuyWrite 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 757 21,31 138 10,40
2025-04-25 NP FBKFX - Фонд Fidelity Balanced K6 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 17 641 5,59 3 443 13,00
2025-04-25 NP VOOG - Акции ETF Vanguard S&P 500 Growth Index Fund 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 153 708 129,76 30 002 145,84
2025-06-26 NP FSMDX — Индексный фонд Fidelity со средней капитализацией 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 840 039 6,49 153 450 -3,27
2025-05-27 NP FLCNX - Контрафонд Fidelity K6 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 226 192 29,35 38 611 27,46
2025-06-24 NP JMOM - ETF JPMorgan US Momentum Factor 10 543 16,94 1 926 6,18
2025-05-27 NP IWS — iShares Russell ETF средней капитализации 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 390 932 0,51 66 732 -0,96
2025-05-27 NP ITOT - iShares Core S&P Total Stock Market ETF США 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 286 329 1,62 48 876 0,14
2025-05-28 NP QUS — SPDR MSCI USA StrategicFactors 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 4 896 1,87 836 0,36
2025-04-25 NP FPKFX - Фонд Fidelity Puritan K6 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 15 647 10,33 3 054 18,05
2025-05-28 NP QCSCRX — класс учетной записи Social Choice R1 369 693 42,38 63 107 40,30
2025-05-29 NP JNL SERIES TRUST - Многофакторный фонд акций США JNL/RAFI (I) 19 303 4,33 3 295 2,81
2025-06-26 NP BLACKROCK FUNDS - iShares Total Индексный фонд фондового рынка США, инвестор 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 17 122 1,30 3 128 -7,98
2025-04-24 NP SCHK — индексный ETF Schwab 1000 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 18 360 1,48 3 584 8,58
2025-06-26 NP FLRG — Многофакторный ETF Fidelity US 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 9 584 618,98 1 751 1 205,97
2025-04-29 NP SCAUX — Фонд акций с низкой волатильностью Invesco класса A 978 16,15 191 24,18
2025-05-19 NP CMJAX - Основной ответственный индексный фонд Calvert US со средней капитализацией класса A 11 902 5,86 2 032 4,31
2025-04-22 NP GSEW - ETF на акции Goldman Sachs равного веса в США с большой капитализацией 12 142 12,50 2 370 20,38
2025-04-24 NP SPXT — бывший технологический ETF S&P 500 1 447 167,96 282 187,76
2025-06-26 NP FAFDX — Фонд финансовых услуг Fidelity Advisor класса A 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 71 900 1,99 13 134 -7,36
2025-05-15 13F Rakuten Investment Management, Inc. 22 950 61,43 3 643 84,03
2025-04-18 NP AVLVX — фонд институционального класса Avantis US с большой капитализацией 12 588 11,19 2 457 79,87
2025-05-27 NP Brighthouse Funds Trust I - Портфель глобального динамического распределения AB, класс B 3 166 0,19 540 -1,28
2025-06-24 NP MYSPX - Класс инвесторов индексного фонда MainStay MacKay S&P 500 7 757 0,70 1 417 -8,53
2025-06-26 NP FLCOX — Индексный фонд Fidelity с большой капитализацией 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 109 113 8,18 19 932 -1,73
2025-06-26 NP DFSU - Dimensional US Sustainability Core 1 ETF 12 211 3,42 2 231 -6,07
2025-05-27 NP ФОНД ПЕРЕМЕННЫХ СТРАХОВЫХ ПРОДУКТОВ II – Общий рыночный индексный портфель, начальный класс 5 278 2,74 901 1,24
2025-04-24 NP SCHB – ETF Schwab для широкого рынка США 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 143 141 0,42 27 940 7,45
2025-04-22 NP GSUS — Goldman Sachs MarketBeta ETF на акции США 12 806 0,31 2 500 7,35
2025-06-24 NP QLC - Индексный фонд FlexShares USA Quality с большой капитализацией 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 6 325 78,02 1 155 61,76
2025-05-27 NP ФОНД ПЕРЕМЕННЫХ СТРАХОВЫХ ПРОДУКТОВ IV – Портфель финансовых услуг начального класса 33 700 1,81 5 753 0,33
2025-03-24 NP NABAX - Многоуправляющий фонд Neuberger Berman Absolute Return класса A 1 784 54,19 359 109,36
2025-06-26 NP FLCPX — Индексный фонд с большой капитализацией Fidelity SAI США 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 75 238 0,39 13 744 -8,81
2025-05-29 NP ZZZ - Стратегический ETF CYBER HORNET S&P 500(R) и Bitcoin 75/25 16 60,00 3 100,00
2025-05-28 NP BBVLX - Фонд с большой капитализацией Bridge Builder 336 935 385,07 57 515 378,01
2025-05-27 NP FMDE — Fidelity Enhanced Mid Cap ETF 32 942 27,59 5 623 25,74
2025-05-29 NP Jnl Series Trust – Глобальный распределительный фонд Jnl/jpmorgan (a) 2 252 17,48 384 15,66
2025-04-23 NP EUSA — равновзвешенный ETF iShares MSCI USA 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 12 412 30,36 2 423 39,52
2025-06-26 NP FSMVX — Фонд средней капитализации Fidelity 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 100 500 7,37 18 358 -2,47
2025-06-23 NP MTUM — iShares Edge MSCI USA Momentum Factor 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 295 207 1,32 53 925 -7,96
2025-06-26 NP AMOM — QRAFT AI-Enhanced US Large Cap Momentum ETF 1 699 310
2025-05-28 NP ГЛАВНЫЙ ИНВЕСТИЦИОННЫЙ ПОРТФЕЛЬ - Основной портфель активных акций 3 366 5,42 575 3,80
2025-06-23 NP РАЗМЕР — iShares Edge MSCI USA Size Factor 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 3 389 7,15 619 -2,67
2025-03-27 NP PTLC — Pacer Trendpilot US ETF с большой капитализацией 17 291 9,07 3 477 52,37
2025-05-29 NP MODL — VictoryShares WestEnd US Sector ETF 3 397 12,45 580 10,71
2025-05-27 NP NORTHERN FUNDS — Фонд ESG качества США, класс I 5 245 29,57 895 27,67
2025-06-26 NP FSWCX — Индексный фонд стоимости Fidelity SAI США 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 182 853 65,06 33 402 137,93
2025-06-23 NP LGPIX — класс инвесторов в фонды роста с большой капитализацией 535 108,17 98 90,20
2025-04-22 NP GUSA — Goldman Sachs MarketBeta US 1000 ETF ETF 8 493 0,02 1 658 6,97
2025-05-28 NP VLU — SPDR S&P 1500 Value Tilt ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4 108 11,75 701 10,22
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Индекс роста капитализации с большой капитализацией, класс 1 7 227 14,93 1 320 4,43
2025-05-27 NP XVV — iShares ESG Screened S&P 500 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 1 750 3,55 299 2,05
2025-06-25 NP Фонд акций и конвертируемого дохода Allianzgi 29 565 86,59 5 401 69,49
2025-05-28 NP VFINX - Акции инвесторов индексного фонда Vanguard 500 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 6 974 281 2,62 1 190 510 1,12
2025-04-23 NP EVUS — iShares ESG Aware MSCI USA Value ETF 488 154,17 95 171,43
2025-05-23 NP TRANSAMERICA SERIES TRUST - Вице-президент службы индекса акций США Transamerica 5 728 2,38 978 0,83
2025-06-30 NP XTR — Global X S&P 500 Tail Risk ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., 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 10 11,11 2 0,00
2025-06-27 NP RSPF - Invesco S&P 500 ETF ETF с равным весом 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 24 865 1,27 4 542 -8,00
2025-05-29 NP CMEUX - Портфель управляемых акций Six Circles Неограниченный фонд США 36 620 6,31 6 251 4,76
2025-04-24 NP Единый вход – ProShares Ultra S&P500 22 808 21,53 4 452 30,03
2025-04-25 NP QVML — Многофакторный ETF Invesco S&P 500 QVM This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7 162 16,85 1 398 24,96
2025-04-25 NP USCA — Xtrackers MSCI USA Climate Action Equity ETF 20 101 4,88 3 924 12,21
2025-05-28 NP JAVA — JPMorgan Active Value ETF 69 057 35,10 11 788 33,14
2025-05-28 NP PACIFIC SELECT FUND – Портфель Value Advantage класса I 9 431 41,93 1 610 39,79
2025-06-25 NP ILCV — ETF iShares Morningstar с большой капитализацией 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 4 244 0,40 775 -8,82
2025-05-29 NP СЕРИЯ СТРАХОВАНИЯ АМЕРИКАНСКИХ ФОНДОВ — Фонд роста, класс 1 This fund is a listed as child fund of Capital World Investors 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 313 218 156,14 53 466 152,41
2025-05-27 NP ФОНД ПРУДЕНЦИАЛЬНЫХ СЕРИЙ – КОНСЕРВАТИВНЫЙ СБАЛАНСИРОВАННЫЙ ПОРТФЕЛЬ Класс I 6 740 3,06 1 151 1,59
2025-05-27 NP FCNTX - Контрафонд верности 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 1 004 872 31,26 171 532 29,34
2025-06-18 NP ГОЛОСОВАНИЕ - Двигатель № 1 Transform 500 ETF 3 730 3,24 681 -6,20
2025-06-26 NP SJVCX — управляющий фонд с большой капитализацией класса C 900 50,00 164 36,67
2025-06-26 NP DFUS — ETF на акции США 67 241 12,93 12 283 2,59
2025-04-24 NP SPXV — индекс S&P 500, бывший индексный фонд здравоохранения 154 16,67 30 25,00
2025-05-28 NP CVLC — Calvert US Large-Cap Core Responsible Index ETF 2 777 5,87 474 4,41
2025-05-14 13F Проэквитис, Инк. Put 0 0
2025-05-28 NP VLACX - Акции инвесторов индексного фонда Vanguard с большой капитализацией 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 294 599 3,11 50 288 1,60
2025-04-24 NP ISPY — ETF для высоких доходов ProShares S&P 500 3 362 63,76 656 75,40
2025-06-26 NP GLOF — многофакторный глобальный ETF iShares Edge MSCI 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 894 12,03 163 1,88
2025-06-26 NP FZROX - Индексный фонд Fidelity ZERO Total Market This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 114 712 1,30 20 954 -7,98
2025-04-25 NP VCULX - Фонд роста 4 068 110,23 794 124,93
2025-05-01 13F Quest 10 Wealth Builders, Inc. 3 1
2025-05-27 NP FNIAX — Фонд Fidelity Advisor New Insights класса A 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 92 100 29,72 15 721 27,82
2025-05-27 NP IVV — iShares Core S&P 500 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 3 053 418 3,65 521 218 2,13
2025-05-29 NP MBAAX - Акции класса А глобального стратегического портфеля 954 38,06 163 36,13
2025-06-26 NP ETTOX - E*TRADE Без комиссии, общий индексный фонд рынка 57 10
2025-08-14 13F Санбелт Секьюритиз, Инк. 315 2,94 55 3,85
2025-05-28 NP MMTM — SPDR S&P 1500 Momentum Tilt ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 239 9,74 211 8,21
2025-05-22 NP VVIMX — портфолио MC серии Voya VACS Index Series 11 183 15,35 1 909 13,64
2025-04-29 NP HESGX — класс инвесторов основного оборонительного фонда Horizon ESG 4 399 5,01 859 12,30
2025-04-25 NP VFAIX - Акции индексного фонда Vanguard Financials Admiral 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 413 225 5,14 80 657 12,50
2025-04-24 NP SCHX — Schwab US ETF с большой капитализацией 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 244 315 1,14 47 688 8,21
2025-06-30 NP INVESCO АКТИВНО УПРАВЛЯЕМЫЙ ТОРГОВЫЙ ФОНД ТРАСТА - Invesco S&P 500 Equal Weight Income Advantage ETF 2 787 12,93 509 2,62
2025-06-26 NP FCMVX - Фонд Fidelity средней капитализации K6 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 3 394 139,01 620 117,19
2025-06-24 NP MXCCX — акции федеративного индексного фонда максимальной капитализации класса C This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 103 11,08 201 1,01
2025-05-30 NP Акции на акцию – фонд WisdomTree с большой капитализацией в США Н/Д 2 260 1,89 386 0,26
2025-06-26 NP FIOOX — Индексный фонд с большой капитализацией Fidelity Series 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 85 408 2,09 15 601 -7,26
2025-06-25 NP MARB - Арбитражный ETF по слиянию компаний First Trust 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 8 807 17,24 1 609 6,49
2025-05-28 NP HLEIX — Индексный фонд акций JPMorgan класса I 54 865 1,01 9 365 -0,47
2025-06-26 NP ACVF — ETF американских консервативных ценностей 2 418 1,85 442 -7,55
2025-06-26 NP DFAU — ETF основного рынка акций США 52 945 27,54 9 671 15,86
2025-04-25 NP VRVIX - Институциональные акции Vanguard Russell 1000 Value Index Fund 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 123 426 9,11 24 092 16,75
2025-05-29 NP HCSRX - Католический портфель роста SRI HC Стратегические акции 177 15,69 30 15,38
2025-07-24 13F IFP Advisors, Inc. 2 668 44,69 554 76,11
2025-05-27 NP FVWSX - Фонд оппортунистических идей Fidelity Series 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 76 771 30,18 13 105 28,28
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