EP7 机构投资人持股和股东 进化石油公司 (DB) 股票

进化石油公司
DE ˙ DB ˙ US30049A1079
€4.42 ↓ -0.02 (-0.45%)
2025-09-12
分享价格
基本统计
机构股东 250 total, 246 long only, 0 short only, 4 long/short - change of -3.10% MRQ
股价 4.42
平均投资组合配置 0.0558 % - change of -14.23% MRQ
已发行股票 shares (source: Capital IQ)
法人股（长期） 23,956,165 - 71.45% (ex 13D/G) - change of -0.10MM shares -0.43% MRQ
制度价值（长期） $ 110,695 USD ($1000)
机构投资人持股和股东

Evolution Petroleum Corporation (DE:EP7) 有 250 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 23,956,165 股股票。 最大股东包括 BlackRock, Inc., WealthTrust Axiom LLC, Vanguard Group Inc, Dimensional Fund Advisors Lp, River Road Asset Management, LLC, Ranger Investment Management, L.P., Renaissance Technologies Llc, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, American Century Companies Inc, and ARSVX - AMG River Road Small Cap Value Fund CLASS N SHARES .

Evolution Petroleum Corporation (DB:EP7)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 12, 2025 is 4.42 / share. Previously, on September 16, 2024, the share price was 4.80 / share. This represents a decline of 7.92% over that period.

DE:EP7 / Evolution Petroleum Corporation 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
(%)
2025-07-03 13F 加德资本公司 1,200 6
2025-08-14 13F CoreCap 顾问有限责任公司 2,683 0.56 13 -7.69
2025-08-07 13F 奥尔沃斯金融有限公司 600 3
2025-08-13 13F 胜利资本管理公司 50,132 299.24 236 261.54
2025-08-14 13F/A 佩里特资本管理公司 178,356 -8.29 838 -16.78
2025-08-14 13F 匡蒂诺资本管理有限公司 41,125 21.86 193 10.92
2025-08-20 NP ANCIX - Ancora Microcap 基金 I 类 14,123 0.00 66 -9.59
2025-08-06 13F 南州公司 212 118.56 1
2025-06-18 NP REBYX - 美国小盘Y类股票基金 261,401 9.57 1,095 -13.51
2025-08-14 13F 加拿大皇家银行 48,891 2,288.42 230 2,200.00
2025-08-14 13F 阿尔格特全球有限公司 22,168 -27.86 0
2025-08-13 13F Certior 金融集团有限公司 27,315 0.55 128 -8.57
2025-08-14 13F 雷蒙德詹姆斯金融公司 468,620 30.92 2,203 18.77
2025-08-12 13F 公园广场金融集团有限责任公司 500 0.00 2 0.00
2025-05-15 13F 工程师 门经理 LP 0 -100.00 0
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 24,100 0.84 113 -8.13
2025-08-14 13F Citadel 顾问有限公司 0 -100.00 0
2025-08-14 13F 富国银行/百万 104,472 64.68 491 49.70
2025-06-23 NP PPNMX - 小型股成长基金 I R-3 801 0.00 3 -25.00
2025-08-14 13F 制造商人寿保险公司 12,613 -4.57 59 -13.24
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 139,042 3.27 583 -18.49
2025-05-06 13F Proficio 资本合作伙伴有限责任公司 0 -100.00 0 -100.00
2025-06-26 NP TISBX - TIAA-CREF 小型股混合指数基金机构类别 42,535 0.00 178 -20.89
2025-08-13 13F 大都会人寿投资管理有限公司 18,987 219.22 89 196.67
2025-08-14 13F 柯罗尼集团有限责任公司 0 -100.00 0
2025-07-23 NP NSDVX - 北极星股息基金 I 类股票 367,000 0.00 1,648 -10.92
2025-08-06 13F 真实财富设计有限责任公司 7 -96.17 0
2025-08-07 13F Campbell & CO 投资顾问有限责任公司 15,492 7.45 73 -2.70
2025-07-28 NP UWM - ProShares Ultra Russell2000 3,058 -18.69 14 -27.78
2025-08-12 13F 贝莱德公司 2,494,148 -3.22 11,722 -12.19
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 11,300 2.73 53 -5.36
2025-04-25 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 1,919 0.00 10 -18.18
2025-08-08 13F SBI 证券股份有限公司 491 -15.92 2 -33.33
2025-03-31 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 13,086 0.00 69 2.99
2025-08-08 13F Pnc 金融服务集团公司 25,041 157.81 118 134.00
2025-08-12 13F 美国世纪公司 855,498 14.15 4,021 3.55
2025-08-15 13F 摩根士丹利 592,595 -2.70 2,785 -11.70
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 699,976 14.77 3,143 2.25
2025-06-30 NP PRFZ - Invesco FTSE RAFI US 1500 中小型 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 49,687 -13.53 208 -31.80
2025-08-27 NP RYRUX - Russell 2000 2x 策略基金 A 级股票 159 1.92 1
2025-07-31 13F 剑桥投资研究顾问公司 14,100 0.00 0
2025-08-14 13F 法国巴黎银行套利公司 3,111 90.86 15 75.00
2025-06-27 NP ARSVX - AMG River Road 小盘价值基金 N 类股票 832,335 0.00 3,487 -21.09
2025-08-14 13F 弗默尔有限公司 6,456 -19.41 30 -26.83
2025-06-27 NP EBIT - Harbor AlphaEdge 小型股收益者 ETF 622 1.47 3 -33.33
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB 小型股成长投资组合 IB 类 7,090 31.54 33 22.22
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 771 0.00 4 0.00
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 14,420 148.96 65 120.69
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 小型股指数投资组合 - I 类 2,605 0.00 12 -7.69
2025-07-31 13F 尼萨投资顾问有限公司 0 -100.00 0
2025-08-14 13F 加州教师退休制度 0 -100.00 0
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 217,373 0.00 976 -10.87
2025-08-14 13F 未来资产全球ETFS控股有限公司 17,540 -4.26 82 -12.77
2025-05-29 NP HCEGX - 成长型股票投资组合 HC 战略股票 2,821 0.00 15 0.00
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 134,291 -2.40 563 -23.01
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 6,329 -74.77 30 -77.52
2025-07-07 13F Kings Path Partners LLC 65,950 0.00 310 -9.38
2025-08-08 13F 新泽西州警察和消防员退休系统 11,089 0.00 52 -8.77
2025-07-14 13F 伽玛投资有限责任公司 0 -100.00 0
2025-08-12 13F SRS 资本顾问公司 712 123.20 3 200.00
2025-08-14 13F 惠灵顿管理集团有限责任公司 15,190 22.18 71 10.94
2025-08-27 NP RYRRX - 罗素 2000 基金 A 类 73 1.39 0
2025-07-17 13F CWA资产管理集团有限责任公司 407,776 33.69 1,917 21.34
2025-08-14 13F 简街集团有限责任公司 26,537 34.54 125 21.57
2025-05-15 13F PharVision 顾问有限责任公司 0 -100.00 0
2025-07-28 NP URTY - ProShares UltraPro Russell2000 2,242 -28.42 10 -33.33
2025-08-12 13F 恒线顾问公司 41,853 -17.04 197 -24.90
2025-06-26 NP KCXIX - Knights of Columbus 美国全盘指数基金 I 股 117 5.41 0
2025-08-29 NP JAEWX - 小盘股指数信托资产净值 6,994 0.00 33 -11.11
2025-08-13 13F 琼斯金融公司有限责任公司 1,371 585.50 7 500.00
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 4,707 0.00 22 -8.33
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 2,843 21.39 13 8.33
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 3,165 0.00 15 -12.50
2025-07-09 13F 万通信托公司 Fsb/adv 236 1
2025-07-24 13F IFP 顾问公司 3,161 16
2025-08-14 13F 第一集团贸易有限公司 Put 4,700 -18.97 22 -26.67
2025-08-14 13F 第一集团贸易有限公司 Call 48,300 -18.41 227 -25.82
2025-08-05 13F Simplex 贸易有限公司 Call 44,200 -54.90 0
2025-05-27 NP 可变保险产品基金 II - 扩展市场指数投资组合初始类别 1,614 21.17 8 33.33
2025-07-28 NP MSSM - 摩根士丹利 Pathway 中小型股 ETF 1,066 0.00 5 -20.00
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 18,835 0.00 85 -10.64
2025-07-07 13F Versant 资本管理公司 0 -100.00 0
2025-08-08 13F SG美洲证券有限责任公司 0 -100.00 0
2025-08-14 13F 安科拉顾问有限责任公司 43,370 -58.66 204 -62.62
2025-05-15 13F 卡普罗克集团有限公司 14,559 21.02 75 20.97
2025-08-18 NP 太平洋精选基金 - PD 小盘成长指数投资组合 P 类 999 105.56 5 100.00
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT 小盘价值投资组合 IB 级 1,421 -51.37 7 -60.00
2025-08-27 NP 高级系列信托 - Ast 小型成长型投资组合 7,920 0.00 37 -9.76
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 79,550 8.90 333 -13.95
2025-08-12 13F 科桥金融公司 0 -100.00 0
2025-07-23 NP CFSLX - 专栏小型股基金 1,128 -39.68 5 -50.00
2025-06-26 NP DFSV - 维度美国小盘价值 ETF 46,831 -29.48 196 -44.32
2025-07-22 NP DSMFX - 目的地中小型股票基金 I 类 568 0.00 3 0.00
2025-05-15 13F 创意策划 0 -100.00 0
2025-08-11 13F 罗斯柴尔德投资有限公司 115 1
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 319,059 1.42 1,337 -20.00
2025-08-26 NP FLQS - 富兰克林 LibertyQ 美国小盘股 ETF 2,050 13.64 10 0.00
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 4,751 0.00 20 -24.00
2025-06-26 NP DFUV - 维度美国市场价值 ETF 17,727 0.00 74 -21.28
2025-05-15 13F 马歇尔·韦斯律师事务所 0 -100.00 0
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 13,953 -0.75 66 -9.72
2025-06-30 NP RFIMX - Ranger 微型资本基金机构级 41,670 4.02 175 -17.92
2025-08-06 13F 梅蒂斯全球合作伙伴有限责任公司 10,193 0.00 48 -9.62
2025-06-23 NP UAPIX - 超小盘深度投资者类别 312 -30.20 1 -50.00
2025-07-28 NP AVSBX - Avantis 美国小型股股票基金 G 类 3,007 0.00 14 -13.33
2025-05-29 NP JAFEX - 总股票市场指数信托资产净值 572 346.88 3
2025-06-26 NP DFAT - 维度美国目标价值 ETF 208,628 8.66 874 -14.23
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 62,663 0.00 263 -21.08
2025-07-18 13F/A MJT & Associates 财务咨询集团有限公司 2 0.00 0
2025-08-13 13F 诚信合作伙伴有限责任公司 27,947 -17.57 131 -25.14
2025-08-22 NP FECGX - 富达小盘成长指数基金 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 18,579 246.56 87 222.22
2025-08-15 13F 塔尔研究资本有限责任公司（TRC） 8,261 187.64 39 171.43
2025-08-19 NP RIFBX - 美国小型股票基金 75,605 0.00 355 -9.21
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 896,652 0.00 4,214 -9.26
2025-08-12 13F Legal & General 集团有限公司 3,567 -70.49 17 -74.19
2025-08-11 13F 先锋集团公司 1,595,721 0.79 7,500 -8.56
2025-08-04 13F 联合银行 1,064 0.00 0
2025-08-06 13F 金州财富管理有限责任公司 783 0.00 4 -25.00
2025-08-14 13F 美国银行 /de/ 35,372 -9.75 166 -18.23
2025-08-20 NP 全国可变保险信托 - NVIT 小盘指数基金 II 类 4,403 0.00 21 -9.09
2025-07-30 13F 道德公司 97,324 -30.58 480 -33.19
2025-08-08 13F 拉森金融集团有限责任公司 1,000 0.00 5 -20.00
2025-08-13 13F 河路资产管理有限责任公司 1,302,863 -1.28 6,293 -7.96
2025-08-26 NP 北方基金 - 北方小盘核心基金 K 类 12,908 -5.54 61 -14.29
2025-07-11 13F 远远财务顾问有限责任公司 206 0.00 1 -100.00
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 154,475 -12.93 647 -31.32
2025-05-27 NP 哥伦比亚基金可变系列信托 II - 可变投资组合 - 合作伙伴小型股成长基金 1 级 1,131 -0.62 6 0.00
2025-08-14 13F 金融网络财富顾问有限责任公司 184 0.00 1
2025-06-18 NP GMRAX - 全国小盘指数基金 A 类 2,985 0.00 13 -20.00
2025-08-05 13F 纽约梅隆银行 241,102 -0.62 1,133 -9.79
2025-08-14 13F/A 巴克莱银行 58,893 71.93 0
2025-08-05 13F Simplex 贸易有限公司 Put 300 -50.00 0
2025-08-14 13F 舍布鲁克公园顾问有限公司 0 -100.00 0
2025-08-27 NP RYDEX 可变信托 - Russell 2000(R) 1.5x 策略基金可变年金 8 0.00 0
2025-06-26 NP DFAS - 维度美国小型股 ETF 93,836 9.66 393 -13.44
2025-08-19 13F 新桥金融服务集团有限公司 5,775 0.00 27 -6.90
2025-07-18 13F 信托金融公司 32,890 0.00 155 -9.41
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 27,352 0.00 115 -21.38
2025-07-28 NP AVSU - Avantis 责任美国股票 ETF 26 0.00 0
2025-08-14 13F 塞伊投资公司 16,299 77
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 11,080 -47.44 52 -52.29
2025-08-26 NP Profunds - Profunds 小型股副总裁 71 2.90 0
2025-05-15 13F 采石场LP 0 -100.00 0 -100.00
2025-08-08 13F 英泰投资管理有限公司 14,784 -12.84 69 -20.69
2025-08-19 13F Ranger投资管理有限合伙人 1,146,350 7.43 5,388 -2.53
2025-08-18 NP 太平洋精选基金 - 小盘股指数投资组合 I 类 7,880 0.00 37 -7.50
2025-06-03 NP PRCGX - Perritt MicroCap 机会基金投资者类别 165,000 0.00 691 -21.12
2025-08-14 13F Smartleaf资产管理有限责任公司 164 320.51 1
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 5,785 12.99 24 -11.11
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 2,595 0.00 11 -23.08
2025-07-29 NP RBB FUND, INC. - 阿达拉小型公司基金 97,583 0.00 438 -10.79
2025-08-14 13F Aqr资本管理有限公司 13,022 -26.16 61 -32.97
2025-07-22 NP GSSC - 高盛 ActiveBeta(R) 美国小盘股 ETF 33,301 0.61 150 -10.24
2025-08-28 NP IWC - iShares 微型股 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 70,088 0.30 329 -8.86
2025-05-06 13F 文丘里财富管理有限责任公司 0 -100.00 0
2025-08-06 13F 加拿大钱斯勒金融集团 WB LP 11,650 0.87 55 -8.47
2025-08-13 13F 罗素投资集团有限公司 629,985 -5.99 2,961 -14.72
2025-08-29 NP JAFVX - 战略股权配置信托系列资产净值 5,619 0.00 26 -10.34
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master 小盘股指数系列 50,265 0.00 236 -9.23
2025-06-27 NP SUNAMERICA SERIES TRUST - SA 小型股指数投资组合 1 级 3,482 2.50 15 -22.22
2025-08-14 13F 联伯恩斯坦有限责任公司 22,610 28.39 106 16.48
2025-07-15 13F 北极星投资管理公司 828,541 0.02 3,894 -9.25
2025-05-15 13F 千禧管理有限公司 0 -100.00 0 -100.00
2025-08-12 13F 科尔德斯特里姆资本管理公司 0 -100.00 0
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 15,224 -0.72 68 -11.69
2025-06-23 NP PJARX - 小盘价值基金 II R-3 1,600 22.98 7 0.00
2025-08-13 13F 北方信托公司 312,232 -0.72 1,467 -9.94
2025-08-26 NP BRSIX - 超小型公司市场基金 N 级 50,800 0.00 239 -9.51
2025-08-14 13F 道富银行 699,634 3.09 3,288 -6.46
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 小盘股指数 VIP A 级 4,805 0.00 23 -8.33
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT 微型资本投资组合 IB 级 6,527 24.89 31 11.11
2025-08-26 NP BRUSX - 超小型公司基金 N 级 19,033 0.00 89 -9.18
2025-05-28 NP QCEQRX - 股票指数账户类别 R1 15,511 0.00 80 -1.23
2025-08-15 13F 公平控股公司 16,554 2.05 78 -8.33
2025-08-08 13F Geode资本管理有限公司 727,534 -1.79 3,420 -10.89
2025-08-13 13F 景顺有限公司 56,791 -15.07 267 -23.12
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 64,940 16.08 292 3.56
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 2,220 0.00 10 -9.09
2025-08-13 13F 帕克沃斯财富管理有限公司 131 1
2025-08-29 NP JADMX - 小盘机会信托资产净值 1,700 0.00 8 -12.50
2025-05-13 13F 奥肖内西资产管理有限公司 0 -100.00 0 -100.00
2025-08-26 NP NSIDX - 北方小盘股指数基金 15,027 17.94 71 7.69
2025-08-26 NP EQ ADVISORS TRUST - EQ/摩根士丹利小型股成长投资组合 IB 级 4,531 194.03 21 200.00
2025-08-18 NP 太平洋精选基金 - 小盘股票投资组合 I 类 1,368 0.00 6 -14.29
2025-07-30 13F 康纳斯投资者服务公司 44,105 0.00 207 -9.21
2025-08-11 13F 花旗集团 15,405 -30.55 72 -36.84
2025-08-14 13F 两西格码投资有限合伙人 0 -100.00 0
2025-08-14 13F 牛津资产管理公司 27,050 127
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 169,714 2.48 762 -8.63
2025-08-12 13F 美洲投资伙伴公司 2,605 0.00 12 -7.69
2025-08-26 NP EQ ADVISORS TRUST - ATM 小盘波动率管理投资组合 K 级 9,400 0.00 44 -8.33
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 管理波动性投资组合 IB 级 35,253 0.00 166 -9.34
2025-06-27 NP RSSL - Global X Russell 2000 ETF 18,490 5.30 77 -17.20
2025-08-05 13F 繁荣咨询集团有限责任公司 29,846 -6.51 140 -15.15
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
2025-07-23 NP NSMVX - 北极星微型资本基金 I 类股票 435,000 0.00 1,953 -10.90
2025-08-12 13F 普利股权公司 0 0
2025-08-29 NP EES - WisdomTree 美国小型股基金 不适用 12,215 -2.57 57 -10.94
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 11,610 0.00 49 -21.31
2025-06-26 NP USMIX - 扩展市场指数基金 3,344 -10.23 14 -26.32
2025-08-29 NP SA 基金投资信托 - SA 美国小型公司基金 5,356 0.00 25 -7.41
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 153,035 8.96 687 -2.83
2025-07-08 13F 上升顾问有限责任公司 0 -100.00 0
2025-06-26 NP DFAC - 维度美国核心股票 2 ETF 55,107 0.00 231 -21.23
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 41,794 6.05 188 -5.56
2025-08-14 13F 普莱斯 T Rowe Associates Inc /md/ 15,280 24.64 0
2025-05-08 13F XTX Topco有限公司 0 -100.00 0
2025-05-27 NP 可变保险产品基金 II - 总市场指数投资组合初始类别 736 0.00 4 0.00
2025-08-27 NP BBGSX - Bridge Builder 中小型股成长基金 4,642 138.30 22 110.00
2025-06-26 NP DXUV-美国维度矢量股票 ETF 28 0.00 0
2025-07-28 NP ITWO - ProShares Russell 2000 高收益 ETF 521 -2.98 2 0.00
2025-08-12 13F Nuveen有限责任公司 61,999 1.29 291 -8.20
2025-08-04 13F 创意金融设计公司 /adv 16 0.00 0
2025-08-14 13F 布里奇威资本管理公司 74,333 0.00 349 -9.35
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 3,532 0.00 16 -11.76
2025-08-26 NP PENN SERIES FUNDS INC - 小盘股指数基金 1,200 0.00 6 -16.67
2025-08-13 13F 文艺复兴科技有限公司 1,072,897 -2.13 5,043 -11.20
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 3,594 0.00 17 -11.11
2025-09-04 13F/A 顾问集团控股公司 8,058 -54.54 38 -58.24
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 256,465 0.00 1,075 -21.09
2025-07-25 NP USCRX - 基石适度激进基金 11,858 53
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 681,287 -8.42 3,202 -16.90
2025-07-16 13F 注册财务顾问有限责任公司 315,611 5.99 1,483 -3.83
2025-08-14 13F 阿雷特财富顾问有限责任公司 53,212 0.00 0
2025-07-25 13F 正义投资有限责任公司 23,106 43.12 109 30.12
2025-08-13 13F 纽约州共同退休基金 23,862 0.00 0
2025-06-23 NP SLPIX - 小盘股深度投资者类别 30 -14.29 0
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 32,845 -83.69 154 -85.23
2025-08-12 13F 德意志银行\ 30,849 -28.22 145 -35.14
2025-07-09 13F 港湾资本顾问公司 625 1.46 0
2025-08-19 NP GARTX - 高盛绝对回报跟踪基金 A 类 23,693 -37.89 111 -43.65
2025-08-14 13F 第一集团贸易有限公司 0 -100.00 0 -100.00
2025-08-26 NP EQ ADVISORS TRUST - EQ/小型公司指数投资组合 IB 类 12,740 34.96 60 22.92
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 1,387 0.00 7 -14.29
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 15,426 0.00 65 -20.99
2025-08-27 NP JNL 系列信托 - JNL/DFA 美国小型股基金 (A) 8,616 0.00 40 -9.09
2025-07-28 NP AVIE - Avantis 通胀聚焦股票 ETF 34 0.00 0
2025-08-14 13F 萨斯奎哈纳国际集团有限责任公司 Put 13,300 63
2025-08-14 13F 萨斯奎哈纳国际集团有限责任公司 69,309 0.98 326 -8.45
2025-08-18 NP 太平洋精选基金 - 小盘价值投资组合 I 类 8,487 0.00 40 -9.30
2025-03-31 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 9,327 0.00 50 2.08
2025-08-14 13F 萨斯奎哈纳国际集团有限责任公司 Call 12,700 -65.95 60 -69.43
2025-08-29 NP DES - WisdomTree 美国小型股股息基金 不适用 151,878 -0.35 714 -9.63
2025-07-28 NP AVSC - Avantis 美国小盘股 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 59,918 9.98 269 -1.82
2025-05-28 NP BBVSX - Bridge Builder 中小盘价值基金 7,219 0.00 37 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 446,295 0.00 2,098 -9.26
2025-08-14 13F 瑞银集团 381,117 9.27 1,791 -0.83
2025-08-27 NP Jnl 系列信托 - Jnl/dfa 美国核心股票基金 (a) 2,707 0.00 13 -14.29
2025-08-14 13F 布雷文·霍华德资本管理有限责任公司 0 -100.00 0
2025-08-12 13F LPL 金融有限责任公司 14,968 0.27 70 -9.09
2025-08-14 13F Citadel 顾问有限公司 Call 19,600 184.06 92 162.86
2025-08-14 13F Citadel 顾问有限公司 Put 23,300 -7.91 110 -16.79
2025-08-27 NP 俄亥俄国家基金公司 - ON BlackRock Advantage Small Cap Growth Portfolio 7,506 -25.30 35 -32.69
2025-06-26 NP DFUS - 维度美国股票 ETF 4,996 0.00 21 -23.08
2025-08-27 NP RYMKX - 罗素 2000 1.5 倍策略基金 H 级 44 0.00 0
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 50,961 0.00 214 -21.11
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 指数投资组合 A 类 11,461 317.67 54 278.57
2025-08-12 13F 摩根大通公司 16,509 1.45 78 -8.33
2025-08-13 13F 西北互助财富管理公司 1,009 0.00 5 -20.00
2025-08-14 13F 高盛集团公司 64,033 -54.17 301 -58.51
2025-05-13 13F 佩恩共同资产管理有限责任公司 0 -100.00 0
2025-08-12 13F 维度基金顾问有限公司 1,465,375 -3.14 6,888 -12.11
2025-07-28 NP VCSLX - 小盘股指数基金 14,600 24.68 66 10.17
2025-05-15 13F HRT金融有限责任公司 0 -100.00 0
2025-08-05 13F 埃莱维斯特公司 23,545 -44.89 111 -50.23
2025-08-11 13F 博蒙特资本管理有限公司 0 -100.00 0
2025-08-12 13F 嘉信理财投资管理公司 96,228 7.78 452 -2.16
2025-07-29 NP VRTGX - Vanguard Russell 2000 增长指数基金机构股票 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 7,298 -10.74 33 -21.95
2025-07-25 13F CWM有限公司 1,002 -6.88 0
2025-07-28 NP HDG - ProShares 对冲复制 ETF 40 11.11 0
2025-08-13 13F 财富信托公理有限责任公司 1,785,400 1.03 8,391 -8.34
2025-08-14 13F 联信银行 695 3
2025-06-26 NP DFAU - 维度美国核心股票市场 ETF 2,627 0.00 11 -15.38
2025-08-05 13F 巴德联合公司 180,067 -19.00 846 -26.50
2025-07-31 13F 杰克逊霍尔资本合作伙伴有限责任公司 29,597 139
2025-08-08 13F/A 斯特林资本管理有限公司 166 -58.91 1 -100.00
2025-08-26 NP Profunds - Profund 超小型股副总裁 109 -1.80 1
2025-08-11 13F 科维斯特有限公司 3 -90.00 0
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 20,558 0.00 97 -9.43
2025-08-13 13F EverSource 财富顾问有限责任公司 9 -99.61 0 -100.00
2025-08-14 13F 格雷厄姆资本管理有限合伙人 10,169 48
2025-06-26 NP DCOR - 维度美国核心股票 1 ETF 3,000 0.00 13 -20.00
2025-07-21 13F 美洲咨询服务有限责任公司 100 0
2025-08-28 NP IWO - iShares Russell 2000 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 223,122 201.63 1,049 173.63
2025-05-14 13F CIBC 私人财富集团有限责任公司 0 -100.00 0
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