4FB 机构投资人持股和股东 第一州际银行系统公司 (DB) 股票

第一州际银行系统公司
DE ˙ DB ˙ US32055Y2019
€28.00 ↑0.40 (1.45%)
2025-09-05
分享价格
基本统计
机构股东 538 total, 535 long only, 0 short only, 3 long/short - change of -4.60% MRQ
股价 28.00
平均投资组合配置 0.2412 % - change of 9.67% MRQ
已发行股票 shares (source: Capital IQ)
法人股（长期） 110,080,069 - 104.98% (ex 13D/G) - change of 0.33MM shares 0.30% MRQ
制度价值（长期） $ 3,114,003 USD ($1000)
机构投资人持股和股东

First Interstate BancSystem, Inc. (DE:4FB) 有 538 已向美国证券交易委员会（SEC）提交13D/G或13F表格的机构股东和股东。 这些机构共持有 110,080,069 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., Franklin Resources Inc, Dimensional Fund Advisors Lp, Fmr Llc, First Interstate Bank, Wellington Management Group Llp, State Street Corp, HoldCo Asset Management, L.P., and FRVLX - Franklin Small Cap Value Fund Class A .

First Interstate BancSystem, Inc. (DB:4FB)机构投资人持股结构显示了机构和基金在公司中的当前头寸，以及头寸规模的最新变化。主要股东可以包括个人投资者、共同基金、对冲基金或机构。附表13D表明投资者持有（或之前持有）公司5%以上的股份，并打算（或打算）积极寻求改变业务战略。附表13G表示消极投资超过5%。

The share price as of September 5, 2025 is 28.00 / share. Previously, on September 9, 2024, the share price was 26.20 / share. This represents an increase of 6.87% over that period.

DE:4FB / First Interstate BancSystem, Inc. Institutional Ownership
基金情绪分数

基金情绪分数（fka 持股累积分数）找到基金买入最多的股票。它是复杂的多因素量化模型的结果，该模型确定了具有最高机构积累水平的公司。分数模型结合使用已披露持有人的总增长、这些持有人的投资组合配置变化以及其他指标。该数字的范围从 0 到 100，数字越大表示对等方的积累水平越高，50 是平均值。

更新频率：每日

请参阅“持股资源管理器”，它提供了排名最高的公司的列表。

查看排名最高的股票
13F和NPORT备案

关于13F备案的详细信息是免费的。NP备案的详细信息需要高级会员资格。 绿色行表示新头寸。 红色行表示平仓。 点击链接图标查看完整的交易历史记录。

更新 解锁高级数据并导出到Excel .

文件日期 来源 投资者 类型 平均价格
(Est)		 股份 Δ 股份
(%)		 报告
价值
($1000)		 Δ 价值
(%)		 投资组合配置
(%)
2025-08-26 NP GSCYX - 机构小型股股票基金 71,621 15.42 2,064 16.15
2025-06-26 NP THMAX - Thrivent适度配置基金A类 419 0.00 11 -23.08
2025-08-12 13F SRS 资本顾问公司 448 -17.50 13 -20.00
2025-08-25 13F/A 路博迈伯曼集团有限责任公司 72,821 1.22 2,099 1.80
2025-06-26 NP FSCAX - Nuveen 小盘价值基金 A 类 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 97,746 -27.14 2,560 -42.08
2025-08-27 NP RYKIX - 银行基金投资者类别 6,048 12.86 174 13.73
2025-08-27 NP BBGSX - Bridge Builder 中小型股成长基金 322,790 5.89 9,303 6.52
2025-06-26 NP FAFDX - 富达顾问金融服务基金 A 类 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 193,952 1.09 5,081 -19.63
2025-06-26 NP FZIPX - 富达零扩展市场指数基金 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 25,383 1.19 665 -19.61
2025-08-08 13F 拉森金融集团有限责任公司 22 29.41 1
2025-08-14 13F 舍恩菲尔德战略顾问有限责任公司 43,051 1,241
2025-08-20 NP ASMOX - AQR 小盘动量型基金 I 类 1,271 37
2025-06-24 NP FVRMX - 富兰克林微型资本价值基金顾问级 143,854 41.84 3,768 12.78
2025-08-14 13F 未来资产全球ETFS控股有限公司 48,280 2.22 1,391 2.81
2025-08-13 13F 花岗岩投资伙伴有限责任公司 175,978 4.69 5,072 5.32
2025-08-15 13F 资源管理公司 /ct/ /adv 0 -100.00 0
2025-07-28 NP AVUSX - Avantis 美国股票基金机构类别 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 2,212 0.00 60 -10.45
2025-06-27 NP SUNAMERICA 系列信托 - SA Franklin 小型公司价值投资组合 1 级 266,473 5.62 6,980 -16.03
2025-08-14 13F 桥前资本有限责任公司 0 -100.00 0
2025-08-14 13F 惠灵顿管理集团有限责任公司 4,912,404 53.85 141,575 54.76
2025-08-01 13F 詹尼森联合有限公司 1,555,385 2.60 44,826 3.21
2025-08-08 13F/A 斯特林资本管理有限公司 2,378 73.70 69 74.36
2025-08-14 13F 加州教师退休制度 86,584 1.37 2,495 2.00
2025-08-12 13F FourThought 金融合作伙伴有限责任公司 0 -100.00 0
2025-08-29 NP WWSAX - Teton Westwood 小型股票基金 A 类 15,698 -5.42 452 -4.84
2025-08-14 13F Citadel 顾问有限公司 Call 0 -100.00 0
2025-05-13 13F Versor投资有限公司 0 -100.00 0
2025-08-05 13F Simplex 贸易有限公司 Put 31,700 1
2025-08-14 13F 水手有限责任公司 0 -100.00 0
2025-07-17 13F 斯托克曼财富管理公司 97,395 4.52 2,807 5.13
2025-08-15 13F 摩根士丹利 1,262,288 96.43 36,379 97.60
2025-06-26 NP DFSV - 维度美国小盘价值 ETF 418,566 8.49 10,964 -13.75
2025-05-29 NP JNL 系列信托 - JNL/Vanguard 美国股市指数基金 (I) 8,384 0.00 240 -11.76
2025-08-13 13F 胜利资本管理公司 2,024,077 16.79 58,334 17.48
2025-06-26 NP DCOR - 维度美国核心股票 1 ETF 8,597 50.27 225 19.68
2025-08-28 NP NCGFX - 新约成长基金 1,171 0.00 34 0.00
2025-05-29 NP ASVIX - 小盘价值基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,095,000 -21.51 31,372 -30.74
2025-06-26 NP DFSTX - 美国小型股投资组合 - 机构类别 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 424,196 -2.12 11,112 -22.19
2025-08-11 13F 罗斯柴尔德投资有限公司 160 23.08 5 33.33
2025-08-06 NP 林肯可变保险产品信托 - LVIP 维度美国核心股票 2 基金标准类别 5,713 0.00 165 0.61
2025-06-26 NP FSSLX - 富达系列小盘核心基金 417,507 6.67 10,937 -15.20
2025-07-31 13F 理查兹·美林和彼得森公司 0 -100.00 0
2025-08-12 13F 贝莱德公司 7,595,846 -0.41 218,912 0.18
2025-07-30 13F 第一州际银行 4,923,991 -2.56 141,909 -1.98
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - 美国 Social Core Equity 2 投资组合股票 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,609 21.22 173 -3.35
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index VI 基金 I 类 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 11,531 13.43 332 14.09
2025-08-12 13F 管家合伙人投资咨询有限公司 16 -82.02 0 -100.00
2025-08-14 13F 第一资产管理有限公司 4,000 114
2025-08-22 NP 可变保险产品基金 II - 扩展市场指数投资组合初始类别 4,580 7.29 132 7.38
2025-07-17 13F 城市控股公司 200 6
2025-08-14 13F 控股公司资产管理有限合伙人 3,570,107 102,890
2025-08-27 NP Jnl 系列信托 - Jnl/dfa 美国核心股票基金 (a) 6,761 0.00 195 0.52
2025-06-18 NP GMRAX - 全国小盘指数基金 A 类 6,824 0.00 179 -20.54
2025-08-29 NP JAFEX - 总股票市场指数信托资产净值 1,687 0.00 49 0.00
2025-08-19 NP RIFBX - 美国小型股票基金 3,479 0.00 100 1.01
2025-08-26 NP WOOPX - 摩根大通无畏中型基金 I 类 50,422 -46.30 1,453 -45.99
2025-08-28 NP CSB - VictoryShares 美国小型股高股息波动性 Wtd ETF 81,593 0.00 2,352 0.60
2025-08-28 NP IWM - iShares Russell 2000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,193,052 -0.75 63,204 -0.16
2025-08-01 13F Envestnet资产管理公司 35,206 -28.71 1,015 -28.29
2025-05-09 13F 三菱日联信托银行 0 -100.00 0
2025-05-27 NP FDL - 第一信托晨星股息领先指数基金 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 231,719 34.78 6,639 18.92
2025-08-13 13F 华尔街眼资本有限责任公司 92,683 2,671
2025-05-05 13F 林布鲁克资本有限公司 1,670 -2.00 48 -14.55
2025-07-24 NP FCFMX - 富达系列总市场指数基金 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 121,248 5.83 3,292 -6.43
2025-08-13 13F 双峰财富顾问有限责任公司 1 0
2025-08-14 13F DRW 证券有限责任公司 8,468 244
2025-08-27 NP RYDEX 可变信托 - 银行基金可变年金 1,334 92.50 38 100.00
2025-08-26 NP SVAL - iShares 美国小型股价值因子 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 19,987 -4.13 576 -3.52
2025-08-14 13F 美世全球顾问公司 /adv 14,901 8.72 429 9.44
2025-05-29 NP JAHBX - 小盘价值信托资产净值 176,470 28.21 5,056 13.11
2025-08-14 13F 两个 Sigma 顾问，有限合伙人 68,348 88.56 1,970 89.69
2025-07-29 13F 私人财富管理集团有限责任公司 31 0.00 1
2025-08-27 NP BBTSX - Bridge Builder 税务管理中小型股基金 10,222 0.00 295 0.68
2025-08-08 13F 创意策划 36,707 -8.83 1,058 -8.33
2025-04-24 NP MRGAX - MFS 核心股票基金 A 261,619 -3.21 8,032 -15.03
2025-08-14 13F 萨斯奎哈纳国际集团有限责任公司 Call 19,300 132.53 556 134.60
2025-08-14 13F 萨斯奎哈纳国际集团有限责任公司 Put 79,700 2,297
2025-08-29 NP DHS - WisdomTree 美国高股息基金 不适用 59,405 2.00 1,712 2.64
2025-06-26 NP JHSC - 约翰汉考克多因素小盘股 ETF 17,981 -8.97 471 -16.93
2025-07-28 NP VLEQX - Villere 股票基金投资者类别 15,725 0.00 427 -11.62
2025-08-12 13F 保德信金融公司 11,479 331
2025-08-27 NP VTSMX - 先锋总股票市场指数基金投资者份额 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 2,744,764 -4.13 79,104 -3.56
2025-04-01 NP GSXAX - 安本美国小型股股票基金（原安本小型股基金）A 类 242,261 -1.59 7,982 5.28
2025-08-27 NP VBINX - 先锋平衡指数基金投资者股票 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 38,425 -31.52 1,107 -31.11
2025-08-28 NP TPMN - 蒂莫西计划市场中性 ETF 3,652 -4.75 105 -3.67
2025-08-14 13F 萨斯奎哈纳国际集团有限责任公司 320,001 12.20 9,222 12.86
2025-08-07 13F 奥尔沃斯金融有限公司 1,447 31.07 42 32.26
2025-07-24 13F 维莱尔圣丹尼斯 J & Co 有限公司 556,628 4.86 16,042 5.48
2025-08-28 NP IWN - iShares Russell 2000 价值 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 780,358 7.05 22,490 7.69
2025-08-13 13F 肯尼迪资本管理公司 223,375 -12.95 6,438 -12.43
2025-08-08 13F SBI 证券股份有限公司 35 -82.50 1 -80.00
2025-08-12 13F 富兰克林资源公司 5,495,583 -2.64 158,383 -2.07
2025-08-14 13F 富国银行/百万 185,290 34.76 5,340 35.57
2025-08-28 NP SSBIX - 道富平衡指数基金 K 类 506 0.00 15 0.00
2025-07-28 NP OMFS - Invesco Russell 2000(R) 动态多因子 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 7,232 -3.06 196 -14.41
2025-08-04 13F 俄亥俄州 12,500 6.84 360 7.46
2025-08-18 NP 太平洋精选基金 - 小盘股指数投资组合 I 类 24,177 18.99 697 19.59
2025-08-27 NP NAESX - 先锋小型股指数基金投资者股票 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 2,056,068 -7.37 59,256 -6.82
2025-07-22 NP DSMFX - 目的地中小型股票基金 I 类 82,073 -2.07 2,228 -13.37
2025-08-01 13F 阿什顿托马斯私人财富有限责任公司 80,612 -5.34 2,323 -4.76
2025-05-09 13F CoreCap 顾问有限责任公司 0 -100.00 0
2025-08-28 NP KRE - SPDR(R) S&P Regional Banking(SM) 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 920,207 18.15 26,520 18.85
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - 美国可持续发展核心 1 投资组合股票 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 24,920 -12.24 653 -30.27
2025-06-26 NP TMAAX - Thrivent 适度激进配置基金 A 类 675 0.00 18 -22.73
2025-08-12 13F 伍德塔弗金融集团有限责任公司 816 0.00 0 -100.00
2025-08-06 13F 华盛顿信托银行 0 -100.00 0
2025-05-29 NP SEASONS 系列信托 - SA 多管理增长投资组合 1 级 74 0.00 2 0.00
2025-07-11 13F 韦奇资本管理有限公司/NC 85,825 13.33 2,473 14.02
2025-07-29 NP VRTTX - Vanguard Russell 3000 指数基金机构股票 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 6,334 -2.70 172 -14.07
2025-06-24 NP SFSNX - Schwab Fundamental 美国小公司指数基金机构股票 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 70,260 7.88 1,840 -14.22
2025-08-22 NP FISVX - 富达小盘价值指数基金 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 97,227 12.16 2,802 12.85
2025-08-07 13F 阿塔拉金融公司 0 -100.00 0
2025-08-14 13F 阿佐拉资本有限合伙人 77,850 2,244
2025-07-29 NP EBI-长景优势ETF 951 326.46 26 316.67
2025-07-29 NP VFAIX - 先锋金融指数基金海军上将股票 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 150,988 -2.64 4,099 -13.90
2025-08-07 13F Parkside 金融银行与信托 20 -33.33 1
2025-08-15 13F Captrust 财务顾问 7,511 216
2025-08-14 13F 制造商人寿保险公司 48,999 -1.45 1,412 -0.84
2025-08-29 NP BIAUX - Brown Advisory 小盘股基本价值基金投资者股票 512,187 -9.68 14,761 -9.14
2025-07-25 NP AFSM - First Trust Active Factor 小盘股 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,892 0.21 79 -11.36
2025-06-26 NP TISBX - TIAA-CREF 小型股混合指数基金机构类别 100,478 -3.33 2,632 -23.13
2025-08-14 13F FJ资本管理有限公司 0 -100.00 0
2025-07-21 13F 柯伦金融合作伙伴有限责任公司 10,000 0.00 288 0.70
2025-06-18 NP 全国共同基金 - 全国基本全盘股票投资组合 R6 级 1,621 0.00 42 -20.75
2025-06-24 NP TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 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 15,229 -1.26 399 -21.65
2025-08-26 NP EQ ADVISORS TRUST - ATM 小盘波动率管理投资组合 K 级 29,118 3.96 839 4.61
2025-08-14 13F 法国巴黎银行套利公司 8,290 72.21 239 73.72
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 管理波动性投资组合 IB 级 103,581 12.24 2,985 12.90
2025-07-23 13F Klp资本管理公司 19,045 -0.52 549 0.00
2025-07-29 NP VRTIX - Vanguard Russell 2000 指数基金机构股票 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 398,493 9.61 10,819 -3.06
2025-07-29 NP SECAX - SIIT 小盘 II 基金 - A 类 28,532 12.57 775 -0.51
2025-07-28 NP MSSM - 摩根士丹利 Pathway 中小型股 ETF 3,765 12.19 102 -0.97
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - 美国可持续发展目标价值投资组合机构类别 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 23,116 17.84 606 -6.35
2025-07-15 13F 俄亥俄州公共雇员退休制度 1,460 0.21 42 2.44
2025-08-27 NP SEASONS SERIES TRUST - SA 多管理小型股投资组合 1 级 396 -5.49 11 -8.33
2025-08-14 13F 弗默尔有限公司 5,210,136 -23.10 150,156 -22.64
2025-06-26 NP DXUV-美国维度矢量股票 ETF 3,161 23.09 83 -2.38
2025-08-12 13F 动态技术实验室私人有限公司 0 -100.00 0
2025-05-29 NP AMALX - 小盘股股息基金 G 级 47,188 -9.27 1,352 -19.96
2025-08-14 13F 巴利亚斯尼资产管理有限公司 1,155,811 102.67 33,310 103.88
2025-07-11 13F/A Umb Bank 北美/月 141 0.00 4 0.00
2025-08-27 NP VEXMX - 先锋扩展市场指数基金投资者股票 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 1,328,848 0.45 38,297 1.04
2025-08-13 13F Natixis 顾问有限公司 48,009 16.74 1 0.00
2025-08-14 13F 都铎投资公司等 72,848 2,099
2025-08-29 NP JAFVX - 战略股权配置信托系列资产净值 12,541 12.50 361 13.17
2025-06-26 NP TCAAX - Thrivent 适度保守配置基金 A 类 67 0.00 2 -50.00
2025-05-13 13F 阿尔格特全球有限公司 0 -100.00 0
2025-08-27 NP JNL 系列信托 - JNL/RAFI 基本美国小型股基金 (A) 12,218 -3.28 352 -2.49
2025-08-05 13F 纽约梅隆银行 768,679 -1.77 22,153 -1.19
2025-08-07 13F 苏黎世州银行 (Zurcher Kantonalbank) 31,867 -1.69 918 -1.08
2025-08-08 13F KBC 集团 2,726 -46.33 0
2025-08-26 NP 北方基金 - 北方小盘核心基金 K 类 10,252 -5.55 295 -4.84
2025-07-10 13F 全球金融私人客户有限责任公司 0 -100.00 0
2025-08-28 NP TPSC - Timothy Plan 美国小盘股核心 ETF 17,142 31.38 494 32.44
2025-08-06 NP 林肯可变保险产品信托 - LVIP 维度美国核心股票 1 基金标准类别 8,840 0.00 255 0.40
2025-08-13 13F 马歇尔·韦斯律师事务所 82,812 94.64 2,387 95.89
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 指数投资组合 A 类 31,738 11.62 915 12.29
2025-08-14 13F 波士顿私人财富有限公司 0 -100.00 0
2025-08-28 NP VSCVX - 胜利诚信小盘价值基金 A 类 367,900 16.61 10,603 17.29
2025-08-19 NP GARTX - 高盛绝对回报跟踪基金 A 类 940 -24.68 27 -22.86
2025-06-26 NP USCAX - 小盘股票基金份额 49,000 11.36 1,284 -11.46
2025-05-05 13F GW&K 投资管理有限公司 0 -100.00 0
2025-08-14 13F 长荣资本管理有限公司 21,202 -17.09 611 -16.53
2025-08-14 13F 德肖公司 49,320 1,421
2025-06-24 NP MOPCX - NYLI WMC 小型公司基金 C 类 95,549 2,503
2025-07-25 NP DCCAX - 特拉华小盘核心基金 A 类 1,812,552 4.37 49,211 -7.70
2025-08-06 NP 林肯可变保险产品信托 - LVIP SSGA 小盘指数基金标准类别 67,543 16.17 1,947 16.88
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master 小盘股指数系列 152,621 12.85 4,399 13.53
2025-06-26 NP FSSNX - 富达小型股指数基金 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 815,982 3.32 21,375 -17.86
2025-08-15 13F 罗斯约翰逊及合伙人有限公司 25 0.00 1
2025-05-28 NP QCEQRX - 股票指数账户类别 R1 43,798 0.00 1,255 -11.81
2025-08-27 NP VITNX - 先锋机构总股票市场指数基金机构股票 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 43,385 0.00 1,250 0.64
2025-06-26 NP FCPGX - 富达小盘成长基金 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 616,000 0.00 16,136 -20.50
2025-07-24 NP ESML - iShares ESG MSCI 美国小型股 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 69,676 -0.12 1,892 -11.68
2025-07-07 13F Versant 资本管理公司 1,497 75.29 43 79.17
2025-08-27 NP Brighthouse Funds Trust I - 摩根大通小盘价值投资组合 A 类 6,834 0.74 197 1.03
2025-06-23 NP BKPIX - 银行超行业深度投资者类别 2,578 -62.21 68 -70.09
2025-08-07 13F 赛普拉斯资本管理有限责任公司（怀俄明州） 98,775 -1.39 2,847 -0.80
2025-08-28 NP VYSVX - Vericimetry 美国小型股价值基金 6,166 0.00 178 0.57
2025-07-09 13F 万通信托公司 Fsb/adv 0 -100.00 0
2025-06-26 NP USMIX - 扩展市场指数基金 10,817 -2.49 283 -22.47
2025-08-26 NP PCVAX - AllianzGI NFJ 小盘价值基金 A 92,362 -7.94 2,662 -7.41
2025-07-18 13F 那不勒斯全球顾问有限公司 8,460 -11.04 244 -10.66
2025-06-25 NP FYX - First Trust 小盘核心 AlphaDEX 基金 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 35,811 -35.82 938 -48.97
2025-05-07 13F 米德资产管理公司 0 -100.00 0
2025-06-26 NP KCXIX - Knights of Columbus 美国全盘指数基金 I 股 357 0.56 9 -18.18
2025-06-25 NP FYC - First Trust 小盘增长 AlphaDEX 基金 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 52,064 1,364
2025-05-29 NP SEASONS 系列信托 - SA 多管理适度增长投资组合 1 级 102 3.03 3 -33.33
2025-07-24 13F 标准人寿安本有限公司 0 -100.00 0
2025-06-23 NP PJARX - 小盘价值基金 II R-3 57,286 1.38 1,501 -19.40
2025-05-06 13F Readystate资产管理有限公司 0 -100.00 0
2025-08-13 13F 琼斯金融公司有限责任公司 101 -74.69 3 -81.82
2025-07-29 NP VTWV - Vanguard Russell 2000 价值指数基金 ETF 股票 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 52,671 -4.99 1,430 -15.93
2025-08-27 NP RYRUX - Russell 2000 2x 策略基金 A 级股票 449 11.41 13 9.09
2025-07-28 13F 贝福瑞斯特资本有限公司 6,458 186
2025-08-15 13F 塔尔研究资本有限责任公司（TRC） 6,327 -12.21 182 -11.65
2025-08-08 13F 英泰投资管理有限公司 40,132 -23.64 1,157 -23.19
2025-07-29 NP RBB FUND, INC. - 阿达拉小型公司基金 7,996 0.00 217 -11.43
2025-06-26 NP DFFVX - 美国目标价值投资组合 - 机构类别 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 694,130 5.37 18,183 -16.23
2025-08-08 13F Geode资本管理有限公司 2,179,093 7.12 62,809 7.74
2025-08-11 13F 贝尔投资顾问公司 23 0.00 1
2025-08-29 NP STXK-Strive 小型股 ETF 2,830 3.59 82 3.85
2025-07-08 13F 上升顾问有限责任公司 0 -100.00 0
2025-05-15 13F 顾问资产管理公司 0 -100.00 0
2025-08-15 13F 大西人寿保险公司 /can/ 25,125 5.97 1
2025-07-10 13F 交易所交易概念有限公司 13,337 174.93 384 178.26
2025-08-13 13F 诚信合作伙伴有限责任公司 0 -100.00 0
2025-06-23 NP UAPIX - 超小盘深度投资者类别 811 -29.84 21 -44.74
2025-06-30 NP VT - Vanguard Total World Stock Index Fund ETF 股票 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 46,225 0.00 1,211 -20.55
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent 积极配置投资组合 A 类 315 0.00 9 0.00
2025-08-14 13F HRT金融有限责任公司 0 -100.00 0
2025-08-14 13F 千禧管理有限公司 853,093 5.90 24,586 6.53
2025-08-12 13F 普利股权公司 Put 0 0
2025-08-12 13F 普利股权公司 Call 0 0
2025-08-12 13F 普利股权公司 0 0
2025-07-24 13F Jfs 财富顾问有限公司 18 -66.04 1 -100.00
2025-07-29 NP 复制 - Tweedy, Browne Insider + Value ETF 8,232 146.54 223 118.63
2025-06-26 NP EMGRX - Nuveen 小型精选基金 A 类 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 60,343 -16.91 1,581 -33.95
2025-07-29 NP ESGV - 先锋ESG美国股票ETF ETF股票 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 17,225 5.71 468 -6.60
2025-07-25 13F CWM有限公司 31,913 4.87 1
2025-07-29 NP VFVA - Vanguard US Value Factor ETF ETF 股票 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 17,814 0.00 484 -11.54
2025-07-28 NP VVSCX - 小盘价值基金 5,669 -15.65 154 -25.73
2025-08-14 13F/A 斯科波斯实验室有限公司 1,118 371.73 32 433.33
2025-06-26 NP ISCV - iShares Morningstar 小盘价值 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 18,610 5.54 487 -16.18
2025-08-27 NP 高级系列信托 - Ast Prudential Growth Allocation Portfolio 8,379 0.00 241 0.42
2025-08-27 NP 高级系列信托 - Ast Jp Morgan 战略机会投资组合 40,730 1.83 1,174 2.45
2025-08-07 13F 休斯金融服务有限责任公司 19 1
2025-08-13 13F 加贝利基金有限责任公司 15,698 452
2025-08-14 13F 沃亚投资管理有限公司 22,940 9.04 661 9.80
2025-08-12 13F 路石控股有限责任公司 46,280 19.76 1,334 20.42
2025-08-11 13F 克拉迪斯投资咨询有限责任公司 89,666 0.45 2,584 1.06
2025-06-26 NP DFSU - 维度美国可持续发展核心 1 ETF 6,006 0.00 157 -20.30
2025-08-13 13F 北方信托公司 855,667 3.37 24,660 3.98
2025-06-26 NP 贝莱德基金 - iShares Total 美国股市指数基金投资者 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 6,284 0.00 165 -20.77
2025-07-25 NP SCHA - 嘉信美国小型股 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 408,572 -0.96 11,093 -12.41
2025-07-10 13F 财富增值咨询服务有限公司 15,444 12.53 481 22.14
2025-07-25 13F 正义投资有限责任公司 10,689 -1.69 308 -0.96
2025-08-28 NP CUSRX - 卡伦小盘价值基金零售类 6,408 -2.45 185 -2.13
2025-08-04 13F 金刚狼资产管理有限公司 0 -100.00 0
2025-08-14 13F Nfj 投资集团有限公司 98,343 -7.49 2,834 -6.93
2025-07-28 NP AVSU - Avantis 责任美国股票 ETF 1,376 8.26 37 -5.13
2025-08-27 NP 高级系列信托 - Ast 小型成长型投资组合 46,851 0.00 1,350 0.60
2025-07-08 13F 并行顾问有限责任公司 255 -7.94 7 0.00
2025-08-06 NP 林肯可变保险产品信托 - LVIP 摩根大通小型股核心基金服务类别 1,625 -13.24 47 -13.21
2025-04-28 NP JSCNX - 小型股价值基金类别资产净值 95,480 -39.55 2,931 -46.93
2025-08-11 13F HighTower 顾问有限责任公司 13,550 1.24 391 1.83
2025-06-30 NP VYM - Vanguard 高股息收益率指数基金 ETF 股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 302,352 -7.51 7,920 -26.47
2025-07-25 13F 海明顿财富管理 127 -28.25 0
2025-08-14 13F 威斯康星州投资委员会 8,905 -9.81 257 -9.22
2025-06-26 NP FLXSX - 富达 Flex 小盘股指数基金 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 15,968 22.20 418 -2.79
2025-08-13 13F 西北互助财富管理公司 1,900 0.00 55 0.00
2025-07-29 NP SMXAX - SIIT 扩展市场指数基金 - A 类 12,916 0.00 351 -11.62
2025-08-14 13F 联信银行 16,884 20.34 487 21.20
2025-06-27 NP PRF - Invesco FTSE RAFI US 1000 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 33,758 8.14 884 -14.01
2025-08-20 NP HWVIX - Hotchkis & Wiley 小型多元化价值基金 I 类 84,400 0.00 2,432 0.58
2025-08-29 NP DTD - WisdomTree 美国总股息基金 不适用 8,039 -0.85 232 -0.43
2025-08-29 NP DES - WisdomTree 美国小型股股息基金 不适用 392,396 1.64 11,309 2.24
2025-08-14 13F 亚里士多德资本波士顿有限责任公司 540,654 37.28 15,582 38.09
2025-08-26 NP VVICX - Voya VACS 指数系列 SC 投资组合 5,936 13.56 171 14.77
2025-06-26 NP DFVEX - 美国矢量股票投资组合 - 机构类 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 58,730 6.93 1,538 -14.98
2025-08-18 13F 吉诺斯财富管理公司 359 0.00 10 0.00
2025-08-28 NP SMVIX - Simt 小盘价值基金 I 类 40,287 45.01 1,161 46.04
2025-07-15 13F SJS投资咨询公司 13 -31.58 0
2025-07-22 13F 湾港财富管理有限责任公司 7 250.00 0
2025-08-13 13F 汇丰控股有限公司 11,501 -75.46 333 -75.20
2025-06-18 NP REBYX - 美国小盘Y类股票基金 11,578 0.00 303 -20.47
2025-05-23 NP Guardian 可变产品信托 - Guardian All Cap Core VIP 基金 6,886 -5.71 197 -16.88
2025-07-16 13F 签名有限责任公司 6,559 2.56 189 3.28
2025-08-14 13F 维维恩基金管理有限责任公司 8,969 -13.33 258 -12.84
2025-08-13 13F 文艺复兴科技有限公司 218,098 70.79 6,286 71.82
2025-08-12 13F 瑞士国家银行 167,546 -8.07 4,829 -7.53
2025-07-22 13F HFM投资顾问有限责任公司 6 100.00 0
2025-08-11 13F 花旗集团 174,959 -0.67 5,042 -0.08
2025-06-26 NP FOCSX - 富达小盘成长 K6 基金 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 267,920 0.31 7,018 -20.25
2025-08-18 NP 太平洋精选基金 - 小盘股票投资组合 I 类 277,436 -7.92 7,996 -7.38
2025-08-26 NP IJSIX - VY(R) 摩根大通小盘核心股票投资组合 I 类 58,881 0.55 1,697 1.13
2025-08-13 13F 古根海姆资本有限公司 8,186 236
2025-08-13 13F 阿蒙迪 0 -100.00 0
2025-08-28 NP WBIY - WBI功率因数高股息ETF 12,499 7.33 360 -4.76
2025-07-25 NP WSML - iShares MSCI 全球小型股 ETF 6,916 188
2025-06-26 NP Dfa Investment Dimensions Group Inc - Va US 目标价值投资组合 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 34,261 4.11 897 -17.25
2025-08-14 13F Qube研究与技术有限公司 260,644 -54.28 7,512 -54.01
2025-08-13 13F 帕克沃斯财富管理有限公司 2 0.00 0
2025-08-28 NP WFIVX - Wilshire 5000 指数基金投资类别 446 0.00 13 0.00
2025-08-26 NP EQ ADVISORS TRUST - EQ/富兰克林小型股价值管理波动性投资组合 IB 类 115,634 -3.31 3,333 -2.74
2025-08-28 NP SSTIX - 道富总回报 VIS 基金 1 类股票 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 2,405 41.22 69 43.75
2025-08-14 13F Aqr资本管理有限公司 133,569 98.72 3,849 99.95
2025-07-23 13F 钢峰财富管理有限公司 8,480 17.34 244 17.87
2025-07-29 13F 特威迪·布朗有限公司 13,337 384
2025-08-13 13F 纽约州共同退休基金 27,866 17.25 1
2025-08-14 13F 联伯恩斯坦有限责任公司 108,203 4.95 3,118 5.59
2025-07-28 NP SMDV - ProShares Russell 2000 Dividend Growers ETF 240,624 8.03 6,533 -4.47
2025-08-14 13F 霍奇基斯和威利资本管理有限公司 344,070 7.93 9,916 8.57
2025-05-13 13F 财通国际资产管理有限公司 0 -100.00 0
2025-07-28 NP KBWR - Invesco KBW 区域银行 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 31,622 -5.90 859 -16.78
2025-07-31 13F 尼萨投资顾问有限公司 9,153 246.31 264 250.67
2025-08-12 13F 维度基金顾问有限公司 5,416,568 3.97 156,104 4.59
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent 适度激进配置投资组合 A 类 988 0.00 28 0.00
2025-08-06 13F 萨凡特资本有限责任公司 0 -100.00 0
2025-08-13 13F 宽博科技有限公司 47,206 528.83 1,360 532.56
2025-08-14 13F Aster 资本管理（DIFC）有限公司 0 -100.00 0
2025-09-03 13F 美国信托 28,570 823
2025-08-12 13F 嘉信理财投资管理公司 1,129,112 1.27 32,541 1.88
2025-08-14 13F 瑞银资产管理美洲公司 80,923 -67.19 2,332 -67.00
2025-08-14 13F 塞伊投资公司 377,507 -26.95 10,880 -26.52
2025-08-13 13F EverSource 财富顾问有限责任公司 1,481 139.26 43 147.06
2025-08-28 NP ITOT - iShares Core S&P Total 美国股票市场 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 120,938 2.61 3,485 3.23
2025-06-24 NP BBSC - 摩根大通 BetaBuilders 美国小盘股 ETF 33,527 11.53 878 -11.31
2025-05-27 NP FIIAX - 富达顾问中型 II 基金 A 类 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 119,500 0.00 3,424 -11.78
2025-06-23 NP SLPIX - 小盘股深度投资者类别 77 -11.49 2 0.00
2025-08-26 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 23,480 -0.77 677 -0.15
2025-07-28 NP AVUVX - Avantis 美国小型价值基金机构类别 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 6,937 -48.51 188 -54.48
2025-07-17 13F 迪努佐私人财富有限公司 17 -26.09 0
2025-07-25 NP FNDB - 嘉信基本美国广泛市场指数 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 2,510 9.70 68 -2.86
2025-07-25 13F 斯蒂芬斯咨询有限公司 0 -100.00 0
2025-08-22 NP 可变保险产品基金 IV - 金融服务投资组合初始类别 105,169 16.38 3,031 17.03
2025-06-27 NP PEY - 景顺高收益股票股息实现者 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 0 -100.00 0 -100.00
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB 小型股成长投资组合 IB 类 30,784 0.00 887 0.68
2025-08-26 NP XVOL - Acruence 主动对冲美国股票 ETF 0 -100.00 0 -100.00
2025-07-29 NP CAVAX - Catholic Values 股票基金 F 类，2017 年 1 月 31 日生效（原 A 类） 2,479 0.00 67 -11.84
2025-06-26 NP DFUS - 维度美国股票 ETF 27,556 28.16 722 1.84
2025-05-27 NP MFS 可变保险信托 II - MFS 核心股票投资组合初始类别 10,706 -5.43 307 -16.62
2025-08-12 13F 德国商业银行 23,153 -5.70 1
2025-08-07 13F Hennion & Walsh 资产管理公司 21,391 23.01 616 23.69
2025-08-22 NP QQMNX - Federated Hermes MDT 市场中性基金机构股票 0 -100.00 0 -100.00
2025-07-24 NP ONEQ - 富达纳斯达克综合指数跟踪股票 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 32,388 0.50 879 -11.12
2025-08-11 13F 科维斯特有限公司 3,805 164.24 0
2025-08-08 13F 赋能咨询集团有限责任公司 0 -100.00 0
2025-08-08 13F Pnc 金融服务集团公司 2,834 -24.87 82 -25.00
2025-06-26 NP FZROX - 富达零总市场指数基金 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 39,116 1.08 1,025 -19.69
2025-07-15 13F 第五第三银行 26 160.00 1
2025-05-30 NP Amplify ETF Trust - Amplify Etho 气候领导力美国 ETF 21,569 -8.46 618 -19.35
2025-06-26 NP DFAU - 维度美国核心股票市场 ETF 18,553 6.47 486 -15.51
2025-08-06 13F 法国巴黎银行资产管理控股公司 986 0
2025-09-04 13F/A 顾问集团控股公司 14,349 0.90 414 1.47
2025-08-25 NP LVHD - 美盛低波动高股息 ETF 28,153 5.30 811 6.01
2025-08-13 13F 耶鲁山投资顾问有限公司 1 -99.99 0 -100.00
2025-04-30 13F Telos 资本管理公司 0 -100.00 0
2025-08-27 NP 安联可变保险产品信托 - AZL DFA 美国核心股票基金 4,307 0.00 124 0.81
2025-07-24 NP FSCDX - 富达顾问小型基金 A 类 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 586,800 0.00 15,932 -11.56
2025-07-28 NP VCSLX - 小盘股指数基金 34,714 14.53 942 1.29
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 小盘股指数 VIP A 级 13,463 11.35 388 12.14
2025-08-06 13F 真实财富设计有限责任公司 21 2,000.00 1
2025-08-14 13F 高盛集团公司 563,729 3.65 16,247 4.26
2025-08-26 NP SCDS - 摩根大通基础数据科学小型核心 ETF 1,778 0.00 51 2.00
2025-06-26 NP DVRAX - MFS 全球另类策略基金 A 1,766 19.81 46 -4.17
2025-08-27 NP BBVSX - Bridge Builder 中小盘价值基金 417,265 -21.80 12,026 -21.33
2025-08-13 13F 挪威银行 1,009,091 29,082
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT 小盘价值投资组合 IB 级 14,136 5.79 407 6.54
2025-08-12 13F 美国世纪公司 61,775 -96.25 1,780 -96.23
2025-07-31 13F Leeward Investments, LLC - 马萨诸塞州 666,886 13.49 19,220 14.16
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent 全球股票投资组合 A 类 365 0.00 11 0.00
2025-07-28 NP AVUV - Avantis 美国小型股价值 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 42,008 -54.93 1,141 -60.15
2025-05-05 13F 鹰湾顾问有限责任公司 0 -100.00 0
2025-05-08 13F IFG 咨询有限责任公司 0 -100.00 0
2025-08-13 13F 布朗咨询公司 956,313 -5.99 27,561 -5.44
2025-08-06 13F 南州公司 5 0.00 0
2025-07-29 NP ISMD - Inspire 中小型影响力 ETF 12,565 7.70 341 -4.75
2025-03-26 NP MOTBX - MainStay MacKay 小盘股核心基金 B 类 93,124 3,068
2025-08-12 13F 少尉峰顾问公司 35,318 0.00 1,018 0.59
2025-08-25 NP FGD - 第一信托道琼斯全球精选股息指数基金 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 221,690 22.69 6,389 23.44
2025-07-23 NP CFSLX - 专栏小型股基金 49,812 10.18 1,352 -2.52
2025-08-14 13F 曼氏集团 44,241 57.06 1,275 57.99
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent 适度保守配置投资组合 A 类 250 0.00 7 0.00
2025-06-26 NP FDSCX - 富达股票选择小盘股基金 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 629,900 0.00 16,500 -20.50
2025-08-14 13F 瑞银集团 729,421 -2.07 21,022 -1.49
2025-07-24 13F CWM 顾问有限责任公司 13,482 12.43 389 13.12
2025-08-13 13F 费希尔资产管理有限责任公司 265,448 -0.05 7,650 0.55
2025-08-08 13F 新泽西州警察和消防员退休系统 20,293 19.74 585 20.41
2025-07-24 NP BDSIX - 贝莱德优势小型核心基金机构股 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 290,405 0.00 7,884 -11.56
2025-05-30 NP MML 系列投资基金 - MML 小型公司价值基金 II 类 13,439 -21.90 385 -31.00
2025-06-26 NP NSCS - Nuveen 小型股精选 ETF 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 3,061 -20.16 80 -36.51
2025-05-14 13F 基利-提顿顾问有限责任公司 16,597 36.38 476 20.25
2025-08-11 13F 海克斯康资本合伙人有限责任公司 0 -100.00 0
2025-08-14 13F 斯蒂菲尔金融公司 124,947 11.44 3,601 12.08
2025-08-14 13F 第一集团贸易有限公司 Call 0 -100.00 0
2025-06-27 NP ESCQX - 推出小型股票基金退休课程 358,169 153.92 9,382 101.89
2025-08-14 13F 雷蒙德詹姆斯金融公司 338,323 4.93 9,750 5.55
2025-08-26 NP Profunds - Profunds 小型股副总裁 201 12.29 6 0.00
2025-08-27 NP JNL 系列信托 - JNL/DFA 美国小型股基金 (A) 17,832 0.00 514 0.59
2025-06-27 NP EBIT - Harbor AlphaEdge 小型股收益者 ETF 581 1.40 15 -16.67
2025-08-27 NP RYMKX - 罗素 2000 1.5 倍策略基金 H 级 124 13.76 4 0.00
2025-08-28 NP AIHHX - 亚里士多德中小型股票基金 I-2 类 7,957 20.58 229 21.16
2025-07-30 13F 财务视角公司 100 0.00 3 0.00
2025-08-12 13F 恒线顾问公司 138,851 12.48 4,002 13.15
2025-04-25 13F PMC FIG 机会有限责任公司 0 -100.00 0 -100.00
2025-08-14 13F 全新世顾问有限合伙人 0 -100.00 0
2025-07-24 13F JNBA财务顾问 1,000 0.00 29 0.00
2025-07-22 NP GSSC - 高盛 ActiveBeta(R) 美国小盘股 ETF 11,697 54.54 318 36.64
2025-08-12 13F 摩根大通公司 2,148,154 -15.73 61,910 -15.23
2025-08-14 13F 拉弗蒂资产管理有限责任公司 125,642 28.77 3,621 29.55
2025-08-25 NP MAINSTAY VP 基金信托 - MainStay VP MacKay 小盘股核心投资组合初始类别 114,760 -1.24 3,307 -0.66
2025-07-24 NP FSMAX - 富达扩展市场指数基金 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 471,765 0.96 12,808 -10.71
2025-08-12 13F 全球退休合作伙伴有限责任公司 492 -16.47 14 -26.32
2025-07-28 NP AVUS - Avantis 美国股票 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 31,279 -7.81 849 -18.44
2025-03-11 13F/A 埃勒昆资本有限责任公司 0 -100.00 0
2025-08-26 NP 主投资组合 - 活跃股票 主投资组合 活跃股票投资组合 47,784 0.00 1,377 0.58
2025-08-26 NP JSCSX - 摩根大通美国小公司基金 I 类 8,050 -11.04 232 -10.42
2025-07-25 13F PrairieView 合作伙伴有限责任公司 1,100 0.00 0
2025-07-31 13F 联合投资顾问有限公司 12,722 0.18 367 0.83
2025-08-14 13F 天鹅资本有限责任公司 91 0.00 3 0.00
2025-06-25 NP PQJCX - PGIM Jennison 小盘核心股票基金 R6 级 2,578 21.20 68 -4.29
2025-06-26 NP ETTOX - E*TRADE 免费总市场指数基金 14 0
2025-05-08 13F 深刻顾问有限公司 0 -100.00 0
2025-08-14 13F 加拿大皇家银行 37,312 14.40 1,076 15.08
2025-08-26 NP NSIDX - 北方小盘股指数基金 40,802 12.73 1,176 13.31
2025-06-26 NP FSUMX - 富达系列可持续美国市场基金 570 0.00 15 -22.22
2025-05-27 NP XFBRX - 中型投资组合投资者类别 577,900 0.00 16,557 -11.77
2025-08-13 13F 大都会人寿投资管理有限公司 52,576 -90.08 1,515 -90.02
2025-06-27 NP RSSL - Global X Russell 2000 ETF 48,219 6.65 1,263 -15.18
2025-08-14 13F 黑暗森林资本管理有限公司 172,791 67.10 4,980 68.10
2025-06-25 NP FNCL - 富达 MSCI 金融指数 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 27,818 -2.27 729 -22.31
2025-08-28 NP TIAA 独立账户 VA 1 - 股票指数账户 教师个人年金 个人递延可变年金 1,904 61.49 55 63.64
2025-08-14 13F 匡蒂诺资本管理有限公司 8,192 236
2025-08-04 13F 联合银行 2,721 0.00 0
2025-08-08 13F 包装管理公司 0 -100.00 0
2025-08-05 13F 新泽西州雇员递延补偿计划 11,795 0.00 340 0.59
2025-08-11 13F 五大湖顾问有限公司 154,216 -1.10 4,445 -0.51
2025-04-24 NP OASC-OneAscent 小型股核心 ETF 3,864 12.00 119 -1.67
2025-08-04 13F 汉兹金融服务公司 94,844 -5.95 3 0.00
2025-07-29 NP VFMFX - Vanguard 美国多因素基金 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 6,162 143.65 167 116.88
2025-07-30 NP FCTDX - 战略顾问富达美国总股票基金 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 340,080 0.00 9,233 -11.56
2025-07-25 NP PMSAX - 全球多策略基金A类 3,192 3.70 87 -8.51
2025-08-26 NP Profunds - Profunds 副总裁银行 1,583 -3.48 46 -2.17
2025-08-14 13F Punch & Associates 投资管理公司 693,685 17.89 19,992 18.59
2025-08-27 NP TVOAX - TouchSTONE 小盘价值基金 A 类 100,038 8.25 2,883 8.92
2025-06-25 NP FAB - First Trust Multi Cap Value AlphaDEX 基金 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 0 -100.00 0 -100.00
2025-07-31 13F 奎斯特合作伙伴有限责任公司 67,892 406.66 1,957 410.70
2025-07-16 13F 达科他财富管理 0 -100.00 0
2025-07-28 13F Kiker 财富管理有限公司 0 -100.00 0
2025-08-12 13F 巴尔盖纳公司 0 -100.00 0
2025-08-26 NP QABA - First Trust 纳斯达克 ABA 社区银行指数基金 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 66,937 6.68 1,929 7.35
2025-07-09 13F Procyon 私人财富合作伙伴有限责任公司 0 -100.00 0
2025-06-25 NP ISCB - iShares 晨星小型股 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 4,745 5.59 124 -16.22
2025-06-26 NP DFSCX - 美国微型资本投资组合 - 机构级 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 156,406 2.35 4,097 -18.63
2025-07-30 13F 达戴维森公司 31,313 3.97 902 4.64
2025-08-08 13F 马萨诸塞州金融服务公司 /ma/ 1,438,303 -24.99 41,452 -24.54
2025-07-07 13F 全球财富策略与合伙人 240 0.00 7 0.00
2025-08-21 NP MXLSX - Great-West Loomis Sayles 小盘价值基金投资者类别 16,100 0.00 464 0.65
2025-08-28 NP DTSVX - 小型公司价值投资组合投资类别 740 -14.94 21 -12.50
2025-08-28 NP ARABX - 亚里士多德小型股票基金 II A 类 37,625 32.60 1,084 33.50
2025-07-24 NP FIDSX - 金融服务组合 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 359,221 11.41 9,753 -1.48
2025-05-14 13F 凯特琳约翰有限责任公司 0 -100.00 0
2025-07-24 13F IFP 顾问公司 0 -100.00 11
2025-06-27 NP SUNAMERICA SERIES TRUST - SA 小型股指数投资组合 1 级 9,018 2.56 236 -18.34
2025-08-12 13F Legal & General 集团有限公司 99,274 -1.32 2,861 -0.73
2025-08-27 NP 高级系列信托 - AST 摩根大通全球主题投资组合 33,712 1.83 972 2.43
2025-06-26 NP FSOPX - 富达系列小型股机会基金 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 607,974 0.00 15,926 -20.50
2025-08-11 13F 先锋集团公司 8,769,594 -3.63 252,740 -3.06
2025-08-29 NP JADMX - 小盘机会信托资产净值 8,824 82.13 254 84.06
2025-08-14 13F 美国银行 /de/ 1,432,561 5.59 41,286 6.22
2025-07-29 13F 私人信托公司 41 0.00 1 0.00
2025-08-26 NP JDVSX - 摩根大通多元化基金 I 类 5,090 1.86 147 2.10
2025-06-26 NP DFAS - 维度美国小型股 ETF 263,439 4.97 6,901 -16.56
2025-08-11 13F 科罗拉多州公共雇员退休协会 14,478 0.00 0
2025-07-28 13F 布林莫尔信托公司 52 -33.33 1 -50.00
2025-06-26 NP TIEIX - TIAA-CREF 机构类别股票指数基金 90,601 65.81 2,373 31.83
2025-08-05 13F Simplex 贸易有限公司 Call 0 -100.00 0
2025-08-11 13F Wbi 投资公司 12,499 360
2025-06-26 NP DFAT - 维度美国目标价值 ETF 596,920 4.60 15,636 -16.84
2025-08-11 13F 环球保险及服务有限公司 89,577 9.12 2,582 9.78
2025-05-15 13F Gts 证券有限公司 0 -100.00 0
2025-08-08 13F 哈特兰有限公司 1,098 120.93 32 121.43
2025-06-27 NP PCSVX - PACE 中小型共同价值股票投资 P 级 36,700 5.16 961 -16.36
2025-08-26 NP PSOPX - 摩根大通小盘价值基金 I 类 25,468 -1.29 734 -0.81
2025-06-24 NP SWSSX - 嘉信小盘指数基金 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 196,890 2.63 5,158 -18.41
2025-08-27 NP 高级系列信托 - AST T. Rowe 价格增长机会投资组合 52,177 1.85 1,504 2.45
2025-08-26 NP FLQS - 富兰克林 LibertyQ 美国小盘股 ETF 3,312 95
2025-08-13 13F 安大略省医疗保健养老金计划信托基金 0 -100.00 0
2025-08-14 13F 长城汽车顾问有限责任公司 0 -100.00 0
2025-05-28 NP QCSTRX - 股票账户类别 R1 625,252 0.00 17,913 -11.76
2025-07-28 NP UWM - ProShares Ultra Russell2000 7,915 -18.73 215 -28.19
2025-07-28 NP HDG - ProShares 对冲复制 ETF 104 11.83 3 0.00
2025-06-25 NP FYT - First Trust 小盘价值 AlphaDEX 基金 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 0 -100.00 0 -100.00
2025-08-14 13F 麦格理集团有限公司 2,389,791 10.35 68,882 11.00
2025-08-14 13F 加拿大帝国商业银行世界市场公司 10,854 -38.36 313 -38.10
2025-07-25 NP NDVAX - MFS新发现价值基金A 1,052,537 -12.21 28,576 -22.36
2025-08-13 13F 跳跃金融有限责任公司 182,967 5,273
2025-08-14 13F 采石场LP 0 -100.00 0
2025-08-22 NP 可变保险产品基金 II - 总市场指数投资组合初始类别 1,894 3.33 55 3.85
2025-08-28 NP KBE - SPDR(R) 标准普尔银行 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 550,772 -23.75 15,873 -23.29
2025-06-24 NP FRVLX - 富兰克林小盘价值基金 A 类 3,457,936 0.00 90,581 -20.50
2025-06-26 NP DFSVX - 美国小盘价值投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,414,008 -1.48 37,040 -21.68
2025-07-29 13F 北方资本管理公司 51,821 0.62 1,493 1.22
2025-08-14 13F 简街集团有限责任公司 61,666 -65.52 1,777 -65.32
2025-08-12 13F 科尔德斯特里姆资本管理公司 0 -100.00 0
2025-05-29 NP MMYAX - MassMutual 选择小型公司价值基金 A 类 4,017 -57.89 115 -62.78
2025-08-29 NP SA 基金投资信托 - SA 美国小型公司基金 4,291 0.00 124 0.82
2025-08-13 13F ExodusPoint 资本管理公司 83,625 -75.31 2 -77.78
2025-07-29 NP PBQAX - PGIM Jennison 混合基金 A 类 113,977 1.72 3,094 -10.03
2025-07-25 NP FNDA - 嘉信基本面美国小公司指数 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 339,387 -2.38 9,214 -13.67
2025-08-28 NP WDIV - SPDR 标普全球股息 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 53,532 7.40 1,543 7.98
2025-08-06 13F 里亚托财富管理有限责任公司 39 1
2025-08-28 NP GMSMX - GuideMark(R) 中小盘核心基金服务股票 675 0.00 19 0.00
2025-04-01 NP PFM - Invesco Dividend 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 3,143 -1.75 104 5.10
2025-08-14 13F Citadel 顾问有限公司 26,904 -43.86 775 -43.51
2025-07-29 13F 阿尔特斯财富集团有限责任公司 27,072 2.21 780 2.90
2025-08-28 NP SLLAX - SIMT 小盘基金 F 类 32,106 -9.10 925 -8.51
2025-08-04 13F 资产标记公司 105 3
2025-07-24 NP FSRBX - 银行投资组合 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 427,834 -6.96 11,616 -17.72
2025-08-14 13F/A 巴克莱银行 248,208 18.72 7 40.00
2025-08-11 13F 赖斯霍尔詹姆斯联合有限公司 85,951 -0.16 2,477 0.45
2025-08-01 13F 德克萨斯州教师退休制度 17,437 -5.23 503 -4.74
2025-08-26 NP PEXMX - T. Rowe Price 扩展股票市场指数基金 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 12,919 0.00 372 0.54
2025-08-26 NP PENN SERIES FUNDS INC - 小盘股指数基金 2,687 8.04 77 8.45
2025-08-28 NP SSMHX - 道富中小盘股指数投资组合 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 26,132 -9.36 753 -8.84
2025-08-26 NP EQ ADVISORS TRUST - EQ/小型公司指数投资组合 IB 类 49,216 11.33 1,418 12.01
2025-07-28 NP KBWD - Invesco KBW 高股息收益金融 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 215,416 35.57 5,849 19.89
2025-07-15 13F 毅力家族办公室有限责任公司 28 1
2025-08-12 13F 科桥金融公司 0 -100.00 0
2025-07-24 13F 美国合众银行\de\ 12,492 2.74 360 3.45
2025-07-28 13F 戴维森投资顾问公司 407,082 1.17 11,732 1.77
2025-07-31 13F 新泽西州共同养老基金 D 71,154 13.10 2,051 13.76
2025-08-01 13F 百富勤资本管理有限公司 194,378 4.36 5,602 4.97
2025-07-29 NP VEVFX - Vanguard Explorer 价值基金投资者股票 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 170,375 0.00 4,626 -11.57
2025-08-14 13F Citadel 顾问有限公司 Put 66,700 66,600.00 1,922 96,000.00
2025-08-28 NP AXVNX - Acclivity 小盘价值基金 Acclivity 小盘价值 N 类股票 3,701 0.00 107 0.00
2025-08-12 13F 克利尔街市场有限责任公司 0 -100.00 0
2025-08-14 13F 沃洛里奇投资管理有限公司 328,132 14.77 9,457 15.44
2025-06-26 NP DFUV - 维度美国市场价值 ETF 68,314 0.82 1,789 -19.85
2025-07-11 13F 远远财务顾问有限责任公司 49 -48.96 1 -50.00
2025-08-20 NP 全国可变保险信托 - NVIT 小盘指数基金 II 类 17,269 16.36 498 16.94
2025-08-26 NP 富兰克林邓普顿可变保险产品信托 - 富兰克林小盘价值 VIP 基金 1 级 925,635 -3.97 26,677 -3.40
2025-08-25 NP MFS 可变保险信托 III - MFS 新发现价值投资组合初始类别 17,265 0.24 498 0.81
2025-06-26 NP AALGX - Thrivent 全球股票基金 A 类 455 0.00 12 -21.43
2025-07-28 NP URTY - ProShares UltraPro Russell2000 5,799 -28.50 157 -36.95
2025-08-28 NP HEJD - VictoryShares 对冲股票收益 ETF 1,659 -35.70 48 -35.62
2025-08-14 13F 海德兰兹技术有限责任公司 0 -100.00 0 -100.00
2025-08-14 13F 阿默普莱斯金融公司 73,605 -0.30 2,121 0.28
2025-08-26 NP EQ ADVISORS TRUST - EQ/普通股指数投资组合 IA 级 16,896 0.00 487 0.41
2025-08-05 13F 亨廷顿国家银行 1 -98.21 0 -100.00
2025-08-13 13F 景顺有限公司 359,144 7.28 10,351 7.91
2025-08-14 13F 道富银行 4,050,473 2.34 116,735 2.95
2025-08-26 NP Profunds - Profund 超小型股副总裁 307 6.97 9 0.00
2025-08-13 13F 贝尔德金融集团有限公司 10,347 0.00 298 0.68
2025-05-15 13F 卡伦资本管理有限责任公司 18,214 0.88 522 -11.09
2025-08-29 NP JAEWX - 小盘股指数信托资产净值 16,232 7.79 468 8.35
2025-05-29 NP CSA - VictoryShares 美国小盘股波动性 Wtd ETF 1,655 -25.01 47 -33.80
2025-08-05 13F 南达科他州投资委员会 18,427 0.00 1
2025-08-26 NP IRSIX - Voya Russell™ 小盘股指数投资组合 ADV 级 17,004 7.55 490 8.41
2025-07-24 NP FSKAX - 富达全市场指数基金 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 159,054 -1.59 4,318 -12.98
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent 适度配置投资组合 A 类 1,035 0.00 30 0.00
2025-07-14 13F 伽玛投资有限责任公司 994 186.46 29 211.11
2025-06-26 NP DFEOX - 美国核心股票 1 投资组合 - 机构类别 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 58,551 0.00 1,534 -20.53
2025-05-22 NP IASAX - VY(R) 美国世纪中小型股价值投资组合 ADV 级 18,767 -20.43 538 -29.80
2025-08-12 13F Nuveen有限责任公司 280,809 -75.47 8,093 -75.33
2025-08-18 NP PACIFIC SELECT FUND - PD 小盘价值指数投资组合 P 级 11,071 -25.18 319 -24.59
2025-08-26 NP VSEIX - 摩根大通小盘股票基金 I 类 1,255,536 -11.87 36,185 -11.34
2025-08-29 NP EZM - WisdomTree 美国中型股基金 不适用 25,368 -1.20 731 -0.54
2025-08-27 NP VISVX - 先锋小型股价值指数基金投资者股票 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 1,311,788 -8.70 37,806 -8.16
2025-08-13 13F 约翰逊金融集团公司 74 0.00 2 0.00
2025-08-28 NP STMSX - Simt 税务管理中小盘基金 F 级 51,000 0.00 1,470 0.55
2025-08-26 NP TLSTX - 股票指数基金 1,459 0.00 42 2.44
2025-08-12 13F 美洲投资伙伴公司 8,994 11.88 259 12.61
2025-08-28 NP CBHAX - 胜利市场中性收益基金 A 类 208,451 13.57 6,008 14.24
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 小型股指数投资组合 - I 类 8,994 11.88 259 12.61
2025-08-12 13F MAI资本管理 205 215.38 6 400.00
2025-08-12 13F CIBC 私人财富集团有限责任公司 0 -100.00 0
2025-04-25 NP FSSFX - 富达顾问系列小盘基金 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 1,188 -98.95 36 -99.09
2025-08-14 13F 骏利亨德森集团有限公司 33,417 -25.44 963 -24.90
2025-08-26 NP TRSYX - T. Rowe Price 小盘股指数基金 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 8,255 24.06 238 24.74
2025-07-29 NP VFMF - Vanguard 美国多因素 ETF ETF 股票 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 11,551 0.00 314 -11.58
2025-06-26 NP HSMAX - 哈特福德小型股价值基金 A 类 106,215 35.05 2,782 7.37
2025-06-26 NP 贝莱德基金 - iShares Russell 中小型股指数基金投资者 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 12,402 0.00 325 -20.59
2025-08-18 13F/A Kestra 投资管理有限责任公司 37,886 26.65 1,092 27.30
2025-08-01 13F 贝西默集团公司 559 17.19 0
2025-06-24 NP 创新者 ETF 信托 - 创新者美国小型股管理式 ETF 1,158 122.69 30 76.47
2025-08-13 13F 佛罗里达州退休系统国家管理局 23,600 0.00 680 0.59
2025-08-27 13F/A Squarepoint Ops LLC 0 -100.00 0 -100.00
2025-07-25 NP SCHB - 嘉信美国广泛市场 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 50,702 0.10 1,377 -11.51
2025-06-26 NP DFAC - 维度美国核心股票 2 ETF 213,847 3.77 5,602 -17.51
2025-08-28 NP MAISX - Victory Integrity 中小盘价值基金 A 类 95,000 14.05 2,738 14.71
2025-07-09 13F 港湾资本顾问公司 419,104 18.70 12 20.00
2025-06-27 NP DPST - Direxion 每日区域银行看涨 3 倍股票 87,582 -11.89 2,294 -29.95
2025-08-13 13F 百达资产管理控股公司 11,844 -13.42 341 -12.79
2025-08-27 NP RYRRX - 罗素 2000 基金 A 类 207 10.70 6 0.00
2025-08-12 13F 德意志银行\ 129,027 84.15 3,719 85.25
2025-08-18 NP 太平洋精选基金 - 小盘价值投资组合 I 类 22,322 0.00 643 0.63
2025-08-06 13F 联邦股权服务有限公司 53,160 0.62 2 0.00
2025-05-14 13F 奥默斯管理公司 0 -100.00 0
2025-08-13 13F 亚利桑那州退休系统 25,606 -5.11 738 -4.66
2025-08-12 13F LPL 金融有限责任公司 52,521 52.88 1,514 53.76
2025-08-05 13F Simplex 贸易有限公司 14,102 0
2025-08-27 NP RYDEX 可变信托 - Russell 2000(R) 1.5x 策略基金可变年金 24 14.29 1
2025-08-13 13F 象限资本集团有限公司 0 -100.00 0
2025-08-14 13F Smartleaf资产管理有限责任公司 29 -86.94 1 -100.00
2025-08-14 13F 托罗索投资有限责任公司 0 -100.00 0
2025-08-11 13F 美国信安证券公司 16 0.00 0
2025-07-24 NP FNCMX - 富达纳斯达克综合指数基金 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 63,592 0.00 1,727 -11.58
2025-06-25 NP BKSE - 纽约梅隆银行美国小盘核心股票 ETF 4,497 -19.88 118 -36.41
2025-08-13 13F 优势阿尔法资本合伙人有限合伙人 0 -100.00 0
2025-05-29 NP JNL 系列信托 - JNL/Mellon 金融部门基金 (I) 18,256 -1.77 523 -13.27
2025-08-08 13F SG美洲证券有限责任公司 30,226 113.26 1
2025-08-27 NP PGOAX - PGIM JENNISON 小型公司基金 A 类 620,524 2.40 17,884 3.01
2025-07-25 NP CZMSX - 多管理人小盘股票策略基金机构类别 55,800 0.00 1,515 -11.62
2025-05-29 NP CSF - VictoryShares US Discovery 增强波动性 Wtd ETF 2,107 -14.42 60 -24.05
2025-08-04 13F 密钥银行国家协会/哦 9,783 -1.30 282 -0.71
2025-08-14 13F Optiver控股有限公司 283 17.43 8 33.33
2025-08-29 NP DEW - WisdomTree 全球高股息基金 不适用 2,889 -2.40 83 -1.19
2025-06-24 NP SWTSX - 施瓦布总股票市场指数基金 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 39,857 0.00 1,044 -20.49
2025-06-26 NP TAAAX - Thrivent 积极配置基金 A 类 380 0.00 10 -25.00
2025-08-14 13F 两西格码投资有限合伙人 255,486 101.85 7,363 103.06
2025-08-11 13F 野村资产管理有限公司 980 0.00 28 0.00
2025-08-07 13F ProShare 顾问有限责任公司 18,064 -93.10 521 -93.07
2025-08-11 13F WPG顾问有限责任公司 76 8.57 2 0.00
2025-08-13 13F 第一信托顾问有限公司 394,411 -30.08 11,367 -29.67
2025-08-14 13F 普莱斯 T Rowe Associates Inc /md/ 72,091 17.66 2 100.00
2025-08-14 13F Ieq资本有限公司 27,557 178.95 794 180.57
2025-06-25 NP FAD - First Trust Multi Cap Growth AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,450 169
2025-08-13 13F 罗素投资集团有限公司 53,712 -3.19 1,548 -2.64
2025-08-14 13F 耆那全球有限公司 8,093 14.10 233 14.78
2025-06-26 NP DFQTX - 美国核心股票 2 投资组合 - 机构类别 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 83,367 0.00 2,184 -20.50
2025-07-28 NP ITWO - ProShares Russell 2000 高收益 ETF 1,346 -2.96 37 -14.29
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