FU5 机构投资人持股和股东富尔顿金融公司 (DB) 股票

基本统计

机构股东	650 total, 647 long only, 0 short only, 3 long/short - change of 0.62% MRQ
股价	16.30
平均投资组合配置	0.1384 % - change of -10.78% MRQ
已发行股票	shares (source: Capital IQ)

法人股（长期）	178,587,956 - 98.07% (ex 13D/G) - change of -0.81MM shares -0.45% MRQ
制度价值（长期）	$ 3,141,927 USD ($1000)

机构投资人持股和股东

Fulton Financial Corporation (DE:FU5) 有 650 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 178,587,956 股股票。最大股东包括 BlackRock, Inc., Vanguard Group Inc, Dimensional Fund Advisors Lp, IJR - iShares Core S&P Small-Cap ETF, State Street Corp, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, First Trust Advisors Lp, Geode Capital Management, Llc, NAESX - Vanguard Small-Cap Index Fund Investor Shares, and IWM - iShares Russell 2000 ETF .

Fulton Financial Corporation (DB:FU5)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 16.30 / share. Previously, on September 9, 2024, the share price was 16.10 / share. This represents an increase of 1.24% over that period.

DE:FU5 / Fulton Financial 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 Premium Registration Required .

文件日期	来源	投资者	类型	股份	Δ 股份 (%)	报告价值 ($1000)	Δ 价值 (%)
2025-08-14	13F	阿默普莱斯金融公司		1,195,181	-2.68	21,561	-2.94
2025-07-22	13F	DT 投资伙伴有限责任公司		0	-100.00	0
2025-08-27	NP	AAHYX - Thrivent Diversified Income Plus 基金 A 类		2,383	25.03	43	23.53
2025-08-13	13F	Edgestream 合伙人有限合伙人		443,233	47.23	7,996	46.83
2025-08-08	13F	富通集团顾问有限责任公司		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		120,957	-4.54	2,087	-16.93
2025-08-12	13F	MAI资本管理		1,046	17.00	19	12.50
2025-08-04	13F	翡翠共同基金顾问信托		29,189	-90.01	527	-90.05
2025-08-26	NP	IJS - iShares S&P 小型股 600 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		921,525	-6.39	16,624	-6.65
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		6,462	-7.58	117	-7.94
2025-08-05	13F	蒙特利尔银行/can/		28,483	1.52	514	1.18
2025-08-28	NP	新时代阿尔法可变基金信托 - NAA 中市值系列		58,309	-4.26	1,052	-4.54
2025-08-14	13F	DRW 证券有限责任公司		12,813		231
2025-08-15	13F	联合服务汽车协会		0	-100.00	0
2025-08-29	NP	MMSCX - Praxis 小盘股指数基金 A 类		7,890	0.00	142	0.00
2025-08-27	NP	RYKIX - 银行基金投资者类别		10,603	8.17	191	7.91
2025-07-11	13F	银橡树证券公司		18,538	0.00	334	0.30
2025-08-07	13F	休斯金融服务有限责任公司		25,247	0.00	444	-1.34
2025-08-05	13F	亨廷顿国家银行		420	0.00	8	0.00
2025-08-05	13F	Simplex 贸易有限公司		0	-100.00	0
2025-07-10	13F	汤普金斯金融公司		208	-95.43	4	-96.34
2025-08-07	13F	Readystate资产管理有限公司		0	-100.00	0
2025-08-26	NP	BRSVX - N 级小盘价值基金		221,700	0.00	3,999	-0.27
2025-08-14	13F	工程师门经理 LP		10,550	-73.06	190	-73.16
2025-08-14	13F	雷蒙德詹姆斯金融公司		88,351	0.85	1,594	0.57
2025-08-26	NP	IVCSX - Voya 小型公司投资组合 I 类		91,710	-7.99	1,654	-8.26
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		72,404	0.00	1,208	-18.00
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		43,550	0.00	786	-0.25
2025-07-15	13F	毅力家族办公室有限责任公司		51		1
2025-08-12	13F	克利尔街市场有限责任公司		3,383		61
2025-07-24	13F	美国合众银行\de\		3,892	17.44	70	18.64
2025-08-12	13F	Trexquant 投资有限责任公司		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)		17,968	-3.49	324	-3.57
2025-07-29	13F	美国互助资本管理有限公司		23,353	-11.93	421	-12.11
2025-08-14	13F	双山资本有限责任公司		28,319	81.45	511	80.85
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		3,938	-6.53	71	-6.58
2025-07-24	13F	IFP 顾问公司		641	1,967.74	27
2025-08-11	13F	私人顾问集团有限责任公司		35,234	-0.89	636	-1.24
2025-08-04	13F	资产标记公司		301		5
2025-08-27	NP	VTMSX - 先锋税务管理小型基金海军上将股票 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		1,196,367	0.00	21,582	-0.28
2025-08-14	13F	瑞银集团		453,200	55.32	8,176	54.89
2025-08-14	13F	EJF资本有限责任公司		22,686	2.63	409	2.51
2025-06-30	NP	NSFEX - Natixis 可持续未来 2025 基金 N 类		290	-7.35	5	-33.33
2025-07-11	13F	远远财务顾问有限责任公司		173	-4.42	3	0.00
2025-08-14	13F	第一集团贸易有限公司	Put	200	100.00	4	200.00
2025-08-29	NP	SA 基金投资信托 - SA 美国小型公司基金		15,678	0.00	283	-0.35
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		85,073	-9.47	1,419	-25.75
2025-06-30	NP	NSFDX - Natixis 可持续未来 2020 基金 N 类		151	7.09	3	0.00
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		344,571	0.00	5,747	-17.99
2025-05-09	13F	R平方有限公司		0	-100.00	0
2025-04-28	NP	BFOR - 巴伦 400 ETF		19,838	1.21	393	-6.87
2025-05-29	NP	约翰汉考克金融机会基金		194,516	0.00	3,519	-6.19
2025-08-07	13F	洛杉矶资本管理有限公司		25,663	-47.12	463	-47.32
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		2,298,121	-2.89	39,643	-15.48
2025-08-25	NP	AIRR - First Trust RBA 美国工业复兴 (TM) 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		2,260,441	19.62	40,778	19.29
2025-06-26	NP	SMLF - iShares Edge MSCI 多因子美国小型股 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		64,387	50.57	1,074	23.48
2025-08-14	13F	两西格码投资有限合伙人		20,313		366
2025-08-13	13F	景顺有限公司		1,240,920	4.64	22,386	4.35
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		28,578	0.00	516	-0.19
2025-08-11	13F	Martingale 资产管理公司		88,979	178.62	1,605	178.16
2025-07-29	13F	北欧联合银行投资管理公司		557,158	-0.21	10,104	0.66
2025-08-26	NP	EQ ADVISORS TRUST - EQ/普通股指数投资组合 IA 级		28,500	0.00	514	-0.19
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent 适度配置投资组合 A 类		56,995	19.83	1,028	19.53
2025-08-29	NP	JADMX - 小盘机会信托资产净值		18,051	30.89	326	30.52
2025-06-25	NP	SDVD - FT Vest SMID 股息上涨目标收入 ETF		92,105		1,536
2025-08-25	NP	美国互助投资公司 - 小盘股票指数基金类别		23,541	-11.22	425	-11.48
2025-08-14	13F	骏利亨德森集团有限公司		2,486,746	-0.33	44,861	0.06
2025-08-14	13F	萨斯奎哈纳投资组合策略有限责任公司		64,797		1,169
2025-08-29	NP	DES - WisdomTree 美国小型股股息基金不适用		382,531	2.97	6,901	2.68
2025-08-13	13F	佛罗里达州退休系统国家管理局		46,469	0.00	838	-0.24
2025-08-12	13F	德意志银行\		123,841	-12.17	2,234	-12.39
2025-08-08	13F/A	斯特林资本管理有限公司		4,931	57.39	89	57.14
2025-07-25	13F	芝加哥期权交易所背心金融有限责任公司		167,681	100.75	3,025	100.13
2025-07-24	NP	HSMNX - Horizon 美国防御性中小盘基金投资者类别		71,033	86.28	1,225	49.03
2025-08-14	13F	希尔特尔卡拉汉有限公司		0	-100.00	0
2025-08-26	NP	Profunds - Profunds 副总裁银行		2,500	-4.83	45	-4.26
2025-07-30	NP	RFDA - RiverFront 动态美国股息优势 ETF		27,698	-6.90	478	-19.02
2025-07-30	13F	原则财富合作伙伴有限责任公司		38,646	0.00	697	-0.29
2025-08-13	13F	第一信托顾问有限公司		5,626,858	42.44	101,509	42.04
2025-08-27	NP	RYDEX 可变信托 - 银行基金可变年金		2,338	84.53	42	90.91
2025-08-14	13F	道富银行		9,262,521	-5.58	167,096	-5.84
2025-06-26	NP	DFAU - 维度美国核心股票市场 ETF		32,801	8.20	547	-11.20
2025-08-14	13F	普莱斯 T Rowe Associates Inc /md/		563,776	10.40	10	11.11
2025-08-14	13F	大使顾问有限责任公司		36,319	0.09	655	-0.15
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		4,452,763	-2.03	80,328	-2.30
2025-08-13	13F	罗素投资集团有限公司		66,336	-2.36	1,197	-2.69
2025-08-18	NP	太平洋精选基金 - 小盘股票投资组合 I 类		14,265	-13.62	257	-13.76
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		83,020	1.97	1,385	-16.43
2025-08-12	13F	全球退休合作伙伴有限责任公司		6,030	-0.17	109	-6.90
2025-07-17	13F	鹰财富策略有限公司		95,438	0.21	1,722	-0.06
2025-06-30	NP	NSFOX - Natixis 可持续未来 2065 基金 N 类		305	9.71	5	0.00
2025-06-23	NP	PSSMX - 小型股标准普尔 600 指数基金 R-3		176,857	-5.19	2,950	-22.27
2025-08-04	13F	翡翠顾问有限公司		4,182	-99.03	75	-99.04
2025-08-14	13F	拉弗蒂资产管理有限责任公司		191,470	3.41	3,454	3.14
2025-08-13	13F	测量财富私人客户集团有限责任公司		0	-100.00	0
2025-07-28	NP	ITWO - ProShares Russell 2000 高收益 ETF		3,078	-3.12	53	-14.52
2025-08-28	NP	新时代阿尔法基金信托 - NAA 中盘价值基金机构类		130,118	-6.77	2,347	-7.01
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		290,199	-2.71	5,006	-15.33
2025-06-25	NP	GSATX - 高盛小盘价值洞察基金 A 类		153,671	-6.95	2,563	-23.70
2025-08-26	NP	北方基金 - 北方小盘核心基金 K 类		23,982	-5.55	433	-5.88
2025-05-27	NP	CRIAX - CRM 中小盘价值基金机构		174,084	101.48	3,149	89.13
2025-07-30	13F	永美财富管理有限公司		11,979	0.00	216	0.00
2025-08-27	NP	JNL 系列信托 - JNL/DFA 美国小型股基金 (A)		29,215	0.00	527	-0.19
2025-08-08	13F	十字马克全球控股公司		11,642	1.25	210	1.45
2025-08-14	13F	制造商人寿保险公司		93,174	-82.54	1,681	-82.59
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		35,595	19.79	594	-1.82
2025-08-26	NP	XJR - iShares ESG 筛选标普小盘 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		14,268	9.82	257	9.36
2025-04-25	NP	BLUIX - 蓝图成长基金机构级		3,752		74
2025-08-14	13F/A	斯科波斯实验室有限公司		202	-71.06	4	-75.00
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		50,685	-13.82	845	-29.35
2025-08-13	13F	EverSource 财富顾问有限责任公司		1,662	373.50	30	383.33
2025-08-13	13F	裸金融服务公司		8,188	-14.66	148	-15.03
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		38,969	-3.81	672	-16.21
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		137,400	2.69	2,479	2.40
2025-08-06	13F	第一地平线顾问公司		26	0.00	0
2025-08-13	13F	Natixis 顾问有限公司		25,155	-36.60	0
2025-08-26	NP	NSIDX - 北方小盘股指数基金		84,523	1.85	1,525	1.53
2025-08-07	13F	伊利诺伊州市政退休基金		96,430	-6.10	1,740	-6.35
2025-08-27	NP	RYDEX 可变信托 - Russell 2000(R) 1.5x 策略基金可变年金		49	2.08	1
2025-08-14	13F	Citadel 顾问有限公司	Put	0	-100.00	0
2025-08-29	NP	DASCX - Dean 小盘价值基金		45,396	-54.36	819	-54.53
2025-06-26	NP	DXUV-美国维度矢量股票 ETF		5,660	22.59	94	1.08
2025-07-22	13F	谷国家顾问公司		29,321	-4.27	1
2025-08-14	13F	巴利亚斯尼资产管理有限公司		1,223,333		22,069
2025-07-11	13F	奥尔斯顿金融服务公司		21,229	-7.48	383	-7.95
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		40,959	-4.20	707	-16.65
2025-06-27	NP	SUNAMERICA SERIES TRUST - SA 小型股指数投资组合 1 级		20,631	2.54	344	-15.89
2025-07-16	13F	百利宫资本管理有限公司		11,991		216
2025-03-24	13F/A	惠灵顿管理集团有限责任公司		0	-100.00	0
2025-08-12	13F	科尔德斯特里姆资本管理公司		0	-100.00	0
2025-08-13	13F	箭街资本有限合伙企业		66,235		1,195
2025-05-28	NP	TLEQX - 小盘股票基金		8,062	-41.11	146	-44.87
2025-08-12	13F	富兰克林资源公司		51,769	12.96	934	12.55
2025-08-14	13F	加州教师退休制度		168,191	0.23	3,034	-0.03
2025-06-26	NP	DFAT - 维度美国目标价值 ETF		1,301,618	-1.53	21,711	-19.25
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus 投资组合 A 类		1,806	25.07	33	23.08
2025-08-28	NP	WFIVX - Wilshire 5000 指数基金投资类别		889	0.00	16	0.00
2025-08-26	NP	Profunds - Profund 超小型股副总裁		637	-2.90	11	0.00
2025-08-13	13F	联合爱马仕有限公司		250,036	0.75	4,511	0.47
2025-08-14	13F	美国银行 /de/		672,466	-13.65	12,131	-13.89
2025-06-23	NP	SGPIX - 小盘成长型深度投资者类别		521	-1.14	9	-20.00
2025-07-29	13F	所罗门与路德温有限责任公司		27	0.00	1
2025-07-25	13F	黑兹利特伯特与沃森公司		43,047	21.97	1
2025-08-26	NP	POMIX - T. Rowe Price 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		19,460	-1.59	351	-1.68
2025-08-08	13F	拉森金融集团有限责任公司		26	116.67	0
2025-08-13	13F	杰克逊溪投资顾问有限责任公司		0	-100.00	0
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
2025-08-25	13F/A	路博迈伯曼集团有限责任公司		23,357	1.02	419	0.72
2025-08-12	13F	普利股权公司		0		0
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		17,114	12.00	309	11.59
2025-06-24	NP	JPSE - 摩根大通多元化回报美国小盘股 ETF		43,168	-3.00	720	-20.44
2025-08-27	NP	BBVSX - Bridge Builder 中小盘价值基金		82,891	5.29	1,495	4.99
2025-08-26	NP	QUANTITATIVE MASTER SERIES LLC - Master 小盘股指数系列		303,966	0.00	5,484	-0.27
2025-07-22	NP	GSSC - 高盛 ActiveBeta(R) 美国小盘股 ETF		36,098	0.61	623	-12.52
2025-06-27	NP	RSSL - Global X Russell 2000 ETF		110,297	6.58	1,840	-12.60
2025-08-13	13F	华尔街眼资本有限责任公司	Call	6,100		110
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		16,777	0.00	303	-0.33
2025-08-14	13F	未来资产全球ETFS控股有限公司		100,111	-7.39	1,806	-7.62
2025-08-19	13F	怀俄明州		1,680		30
2025-07-25	NP	COVAX - 哥伦比亚小盘价值基金 II A 类		599,623	0.00	10,343	-12.97
2025-08-13	13F	华尔街眼资本有限责任公司		4,826		87
2025-06-25	NP	BKSE - 纽约梅隆银行美国小盘核心股票 ETF		8,792	-21.56	147	-35.68
2025-05-15	13F	红树林合作伙伴		0	-100.00	0
2025-08-14	13F	Aster 资本管理（DIFC）有限公司		0	-100.00	0
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		42,736	0.94	713	-17.31
2025-06-26	NP	TISBX - TIAA-CREF 小型股混合指数基金机构类别		230,097	-3.77	3,838	-21.08
2025-08-13	13F	胜利资本管理公司		625,905	7.10	11,291	6.81
2025-07-29	NP	SLPAX - Siit 小盘基金 - A 类		15,700	0.00	271	-13.18
2025-06-26	NP	JHSC - 约翰汉考克多因素小盘股 ETF		37,435	-57.43	624	-56.91
2025-07-17	13F	罗利资本管理公司		32		1
2025-08-14	13F	舍恩菲尔德战略顾问有限责任公司		49,723		897
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		681,797	-9.21	11,372	-25.55
2025-08-12	13F	布兰迪万全球投资管理有限公司		353,920	-3.83	6,385	-4.10
2025-06-26	NP	FRBAX - 区域银行基金 A 类		202,681	-0.78	3,381	-18.65
2025-08-11	13F	美国信安证券公司		2,126	48.67	38	40.74
2025-08-27	NP	RYRRX - 罗素 2000 基金 A 类		428	1.90	8	0.00
2025-08-29	NP	STXK-Strive 小型股 ETF		5,676	3.58	102	3.03
2025-06-26	NP	THMAX - Thrivent适度配置基金A类		22,439	7.27	374	-12.00
2025-06-27	NP	AVFIX - 美国灯塔小型价值基金机构类别		237,610	-6.82	3,963	-23.58
2025-08-12	13F	曼彻斯特资本管理有限公司		201	0.00	4	0.00
2025-05-15	NP	PSC - 主要美国小盘多因素指数 ETF		175,918	4.62	3,182	-1.82
2025-08-13	13F	德纳投资顾问公司		155,918	-0.88	2,813	-1.16
2025-06-26	NP	LSVQX - LSV 小盘价值基金机构类别股票		139,800	0.00	2,332	-18.01
2025-08-05	13F	Simplex 贸易有限公司	Put	1,000	-80.39	0
2025-08-05	13F	Simplex 贸易有限公司	Call	2,400	-38.46	0
2025-08-19	NP	GARTX - 高盛绝对回报跟踪基金 A 类		3,365	9.93	61	9.09
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		335,806	0.85	5,793	-12.23
2025-08-13	13F	战略家庭财富顾问有限责任公司		13,913	0.00	251	-0.40
2025-07-28	NP	SAA - ProShares Ultra SmallCap600		3,162	-15.68	55	-27.03
2025-08-28	NP	新时代阿尔法可变基金信托 - NAA 全市值系列		9,298	-2.05	168	-2.34
2025-08-11	13F	克莱默·罗森塔尔·麦克格林有限公司		390,957	-70.42	7,053	-70.51
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		170,381	0.00	3,074	-0.29
2025-07-15	13F	俄亥俄州公共雇员退休制度		2,440	-2.20	44	-2.22
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		63,892	-6.51	1,102	-18.61
2025-07-28	NP	PSCF - Invesco S&P SmallCap 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		10,244	-4.86	177	-17.37
2025-05-14	13F	跳跃金融有限责任公司		0	-100.00	0
2025-07-11	13F/A	Umb Bank 北美/月		608	-8.57	11	-16.67
2025-07-14	13F	农商投资公司		75	0.00	1	0.00
2025-07-21	13F	美洲咨询服务有限责任公司		1,099		20
2025-08-13	13F	大都会人寿投资管理有限公司		108,368	1.18	1,955	0.88
2025-08-26	NP	EQ ADVISORS TRUST - EQ/小型公司指数投资组合 IB 类		100,340	0.00	1,810	-0.28
2025-08-12	13F	Nuveen有限责任公司		454,216	-52.40	8,194	-52.53
2025-08-14	13F	长城汽车顾问有限责任公司		266	0.00	5	0.00
2025-08-27	NP	安联可变保险产品信托 - AZL 小盘股指数基金 2 级		60,059	0.00	1,083	-0.28
2025-07-25	13F	Envestnet 投资组合解决方案公司		10,295		186
2025-08-14	13F	采石场LP		0	-100.00	0
2025-07-23	NP	VYSGX - Voya 小公司基金 W 级		61,956	0.50	1,069	-12.53
2025-08-26	NP	SDVY - First Trust SMID Cap Rising Dividend Achievers 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		2,719,366	59.63	49,057	59.19
2025-05-02	13F	资本 A 财富管理有限责任公司		0	-100.00	0
2025-07-09	13F	万通信托公司 Fsb/adv		142		3
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		117,714	-12.93	1,963	-28.59
2025-08-06	13F	联邦股权服务有限公司		136,171	6.14	2	0.00
2025-08-14	13F	长荣资本管理有限公司		15,955	-0.75	288	-1.03
2025-07-25	13F	CWM有限公司		23,662	-4.35	0
2025-08-05	13F	关键金融公司		44,833	0.00	809	-0.37
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		3,949	2.41	71	2.90
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		149,358	8.39	2,576	-5.68
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		109,611	0.00	1,891	-12.98
2025-06-26	NP	TAAAX - Thrivent 积极配置基金 A 类		19,458	12.06	325	-8.22
2025-07-23	13F	马里兰州退休金系统		53,136	0.00	959	-0.31
2025-07-25	NP	WSML - iShares MSCI 全球小型股 ETF		1,618		28
2025-08-26	NP	Profunds - Profunds 小型股副总裁		417	1.96	8	0.00
2025-05-15	13F	路石控股有限责任公司		0	-100.00	0
2025-08-14	13F	布里奇威资本管理公司		241,500	0.00	4,357	-0.27
2025-08-12	13F	贝莱德公司		26,423,249	-0.52	476,675	-0.80
2025-07-22	13F	Gsa资本合伙公司		0	-100.00	0
2025-08-08	13F	SBI 证券股份有限公司		96	0.00	2	0.00
2025-07-23	13F	Klp资本管理公司		38,900	8.36	702	8.01
2025-08-15	13F	大西人寿保险公司 /can/		180,644	-3.23	3	0.00
2025-07-18	13F	RKL财富管理有限责任公司		49,193	-13.10	887	-13.38
2025-07-25	13F	斯蒂芬斯咨询有限公司		0	-100.00	0
2025-07-28	NP	SMDV - ProShares Russell 2000 Dividend Growers ETF		378,451	4.72	6,528	-8.85
2025-07-15	13F	道明私人客户财富有限责任公司		8,402	0.30	152	0.00
2025-08-20	NP	ASMOX - AQR 小盘动量型基金 I 类		9,368	-33.91	169	-34.37
2025-06-30	NP	XSMO - Invesco S&P SmallCap Momentum 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		446,498	-26.52	7,448	-39.74
2025-08-28	NP	VYSVX - Vericimetry 美国小型股价值基金		40,311	0.00	727	-0.27
2025-08-27	NP	JNL 系列信托 - JNL/Vanguard 美国股市指数基金 (I)		9,502	0.00	171	0.00
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		5,888,021	2.22	106,220	1.93
2025-08-14	13F	CIBC 资产管理公司		11,203	0.00	202	0.00
2025-08-01	13F	Envestnet资产管理公司		27,402	-9.17	494	-9.36
2025-07-24	13F	资本顾问有限公司		15	0.00	0
2025-08-13	13F	诚信合作伙伴有限责任公司		40,755	-15.06	735	-15.22
2025-08-14	13F	地平线投资有限责任公司		73,705		1,316
2025-07-14	13F	伽玛投资有限责任公司		3,270	6.45	59	5.45
2025-08-07	13F	奥尔沃斯金融有限公司		20,381	0.00	368	8.58
2025-08-07	13F	苏黎世州银行 (Zurcher Kantonalbank)		48,633	5.77	877	5.54
2025-04-17	13F	珍尼·蒙哥马利·斯科特有限责任公司		0	-100.00	0
2025-08-28	NP	HSAFX - 赫斯曼战略配置基金		2,000	0.00	36	0.00
2025-08-07	13F	Parkside 金融银行与信托		736	57.94	13	62.50
2025-07-21	13F	Qrg 资本管理公司		128,144	10.62	2,312	10.31
2025-08-13	13F	M&T银行公司		21,545		389
2025-08-12	13F	LPL 金融有限责任公司		31,071	96.63	561	96.49
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent 适度激进配置投资组合 A 类		52,970	19.96	956	19.67
2025-08-14	13F	迪恩资本管理公司		36,751	-47.92	663	-48.12
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		869,883	-24.81	15,693	-25.02
2025-08-12	13F	CIBC 私人财富集团有限责任公司		4,728	-27.01	85	-13.27
2025-08-12	13F	管家合伙人投资咨询有限公司		642	0.00	12	0.00
2025-07-22	NP	FSTBX - 联邦全球配置基金 A 类股票 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		1,115	-27.97	19	-36.67
2025-08-14	13F	法国巴黎银行套利公司		19,453	37.75	351	37.25
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		57,685	22.35	995	6.53
2025-08-28	NP	SSSEX - 道富小盘股 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		5,307	0.02	96	0.00
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		2,669,594	-3.93	44,529	-21.22
2025-06-26	NP	TISEX - TIAA-CREF 机构级量化小型股票基金		359,755	-38.58	6,001	-49.64
2025-08-15	13F	摩根士丹利		1,538,398	0.68	27,753	0.41
2025-08-28	NP	ASQIX - 小公司基金投资者类别 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		40,623	0.00	733	-0.27
2025-08-08	13F	KBC 集团		5,061	-40.58	0
2025-08-27	NP	保诚系列基金 - 小盘股票投资组合 I 类		163,250	0.59	2,945	0.31
2025-07-30	NP	HEQFX - Monteagle Opportunity 股票基金投资者类别		4,700	0.00	81	-12.90
2025-07-29	NP	SMXAX - SIIT 扩展市场指数基金 - A 类		29,112	12.78	502	-1.76
2025-08-27	NP	VSTCX - 先锋战略小型股票基金投资者股票 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		485,573	-8.58	8,760	-8.83
2025-07-28	NP	UWM - ProShares Ultra Russell2000		18,112	-18.72	312	-29.25
2025-06-26	NP	TMAAX - Thrivent 适度激进配置基金 A 类		33,300	7.70	555	-11.62
2025-08-08	13F	创意策划		53,485	-0.88	965	-1.23
2025-08-11	13F	蓝钟私人财富管理有限公司		2,697	0.00	49	0.00
2025-08-13	13F	汇丰控股有限公司		75,321	-8.86	1,365	-8.39
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		7,181	0.00	124	-13.38
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		39,963	2.83	667	-15.70
2025-08-20	NP	全国可变保险信托 - NVIT 小盘指数基金 II 类		31,445	11.50	567	11.18
2025-07-30	13F	克鲁顾问有限责任公司		20	0.00	0
2025-06-26	NP	KCXIX - Knights of Columbus 美国全盘指数基金 I 股		747	1.63	12	-14.29
2025-08-12	13F	公共部门养老金投资委员会		620,113	7.38	11,187	7.08
2025-08-14	13F	简街集团有限责任公司		118,420	-61.58	2,136	-61.69
2025-08-28	NP	VLU - SPDR S&P 1500 价值倾斜 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		4,237	8.31	76	8.57
2025-08-07	13F	雅绅特资本管理有限公司		423		8
2025-08-28	NP	SMVIX - Simt 小盘价值基金 I 类		8,504	-69.72	153	-69.88
2025-08-14	13F	德肖公司		26,959		486
2025-07-10	13F	纳富尔顿银行		1,705,334	-16.38	30,764	-16.61
2025-07-24	13F	Jfs 财富顾问有限公司		1,671	-2.28	30	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		2,799,159	-0.52	50,497	-0.80
2025-08-28	NP	新时代阿尔法可变基金信托 - NAA 小型股价值系列		13,696	-1.76	247	-1.98
2025-08-14	13F	拉扎德资产管理公司		17,787	-61.67	0
2025-05-15	13F	Kodai资本管理有限责任公司		0	-100.00	0	-100.00
2025-08-14	13F	维维恩基金管理有限责任公司		630,195		11,369
2025-08-12	13F	SRS 资本顾问公司		91,902	0.85	1,761	6.80
2025-08-13	13F	斑眼贸易有限责任公司	Call	0	-100.00	0
2025-08-08	13F	英泰投资管理有限公司		79,581	-22.80	1,436	-23.02
2025-08-12	13F	动态技术实验室私人有限公司		0	-100.00	0
2025-04-02	13F/A	皮克顿马奥尼资产管理公司		0	-100.00	0
2025-08-11	13F	安尼斯·加德纳·惠廷资本顾问有限责任公司		99		2
2025-08-13	13F	斑眼贸易有限责任公司	Put	0	-100.00	0
2025-08-22	NP	可变保险产品基金 II - 纪律严明的小型股投资组合初始类别		8,571	-93.06	155	-93.11
2025-08-11	13F	贝尔投资顾问公司		45	0.00	1
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		258,971	7.49	4,467	-6.45
2025-06-26	NP	TCAAX - Thrivent 适度保守配置基金 A 类		4,260	5.29	71	-13.41
2025-07-24	13F	石桥金融集团有限公司		0	-100.00	0
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		4,878	25.62	88	24.29
2025-08-28	NP	ESIX - SPDR S&P SmallCap 600 ESG 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		1,406	-10.45	25	-10.71
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		14,408	-1.99	249	-14.78
2025-08-13	13F	文艺复兴科技有限公司		151,645		2,736
2025-08-14	13F	两个西格玛证券有限公司		24,584		443
2025-08-26	NP	ICSAX - VY(R) 哥伦比亚小型价值 II 投资组合 ADV 级		72,480	-3.08	1,308	-3.33
2025-07-08	13F/A	塞勒姆投资顾问公司		600	0.00	11	0.00
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		10,167	0.00	183	0.00
2025-08-13	13F	阿蒙迪		30,176	-58.76	570	-52.10
2025-05-22	NP	ROSC - 哈特福德多因素小盘股 ETF		4,784	2.44	87	-4.44
2025-08-14	13F	联伯恩斯坦有限责任公司		700,635	19.63	12,639	19.29
2025-08-13	13F	琼斯金融公司有限责任公司		1,348	3.77	24	4.35
2025-08-06	13F	法国巴黎银行资产管理控股公司		2,251		0
2025-08-13	13F	双峰财富顾问有限责任公司		170		3
2025-05-27	NP	CRIHX - CRM 多/空机会基金机构股票		183,690	-50.26	3,323	-53.34
2025-07-14	13F	富达财富管理		11	-8.33	0
2025-07-16	13F	斯蒂尔沃特资本顾问有限公司		28,017	0.00	505	-0.20
2025-07-10	13F	全球金融私人客户有限责任公司		0	-100.00	0
2025-08-08	13F	宾夕法尼亚州公立学校就业重新注册系统		46,674	7.11	842	6.73
2025-08-06	13F	大西洋联合银行股份公司		48,278		871
2025-07-31	13F	奥本海默资产管理公司		0	-100.00	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		405,240	-5.02	6,759	-22.11
2025-08-14	13F	弗默尔有限公司		219,236	-70.29	3,955	-70.37
2025-08-14	13F	塞伊投资公司		18,673	-18.38	337	-18.64
2025-07-28	NP	QVMS - Invesco S&P SmallCap 600 QVM 多因素 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		30,646	2.45	529	-10.81
2025-08-13	13F	麦肯齐金融公司		11,552	0.00	208	0.00
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		123,137	8.09	2,124	-5.89
2025-08-15	13F	塔尔研究资本有限责任公司（TRC）		19,204	215.34	346	214.55
2025-08-26	NP	VVICX - Voya VACS 指数系列 SC 投资组合		12,374	3.76	223	3.72
2025-08-29	NP	EZM - WisdomTree 美国中型股基金不适用		47,757	-1.20	862	-1.49
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		51,710	-6.98	892	-19.07
2025-07-28	NP	RWJ - Invesco S&P SmallCap 600 收入 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		110,956	-6.35	1,914	-18.53
2025-07-28	NP	HDG - ProShares 对冲复制 ETF		239	11.68	4	0.00
2025-07-22	13F	HFM投资顾问有限责任公司		12	200.00	0
2025-08-28	NP	SPDG - SPDR 投资组合标普行业中性股息 ETF		200	25.79	4	50.00
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		3,926	-2.44	68	-15.19
2025-05-22	13F	Wbi 投资公司		0	-100.00	0
2025-08-08	13F	Geode资本管理有限公司		4,587,133	1.10	82,760	0.81
2025-07-15	13F	SJS投资咨询公司		25	-40.48	0
2025-07-25	13F	海明顿财富管理		330	-8.08	0
2025-08-08	13F	美好生活顾问有限责任公司		22,917	0.05	413	-0.24
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		56,292	-14.83	1,016	-15.06
2025-07-29	NP	VIOO - Vanguard S&P Small-Cap 600 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		615,947	-1.47	10,625	-14.24
2025-08-18	NP	太平洋精选基金 - 小盘价值投资组合 I 类		50,687	-6.89	914	-7.11
2025-08-14	13F	富勒泰勒资产管理公司		4,313,138	-0.10	77,809	-0.38
2025-05-12	13F	桑迪泉银行		53,893	0.00	975	-6.26
2025-08-28	NP	SLYG - SPDR(R) S & P 600 小盘成长 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		422,328	-5.39	7,619	-5.66
2025-08-29	NP	DEW - WisdomTree 全球高股息基金不适用		4,064	-2.40	73	-2.67
2025-08-05	13F	纽约梅隆银行		1,827,035	-0.29	32,960	-0.57
2025-08-14	13F	阿佐拉资本有限合伙人		0	-100.00	0
2025-06-25	NP	DISSX - 纽约梅隆银行小型股票指数基金投资者股票		120,790	-14.87	2,015	-30.21
2025-08-13	13F	帕克沃斯财富管理有限公司		6	0.00	0
2025-08-18	NP	PACIFIC SELECT FUND - PD 小盘价值指数投资组合 P 级		25,150	28.16	454	27.97
2025-07-22	13F	湾港财富管理有限责任公司		7	133.33	0
2025-07-18	13F	信托金融公司		25,173	0.25	454	0.00
2025-08-12	13F	美洲投资伙伴公司		18,370	0.00	331	-0.30
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		3,274	-36.60	55	-48.57
2025-08-12	13F	瑞士国家银行		348,200	-1.28	6,282	-1.55
2025-08-12	13F	德国商业银行		38,513	0.00	1
2025-08-21	NP	MXISX - Great-West S&P Small Cap 600 指数基金投资者类别		132,072	-5.84	2,383	-6.11
2025-08-06	13F	萨凡特资本有限责任公司		29,634	50.75	535	50.42
2025-08-27	NP	JNL 系列信托 - JNL/Mellon 金融部门基金 (I)		33,900	-9.53	612	-9.75
2025-07-08	13F	并行顾问有限责任公司		1,126	-8.83	20	-9.09
2025-08-20	NP	QSMLX - AQR 小盘多风格基金 I 类		5,753	0.00	104	-0.96
2025-07-09	13F	伯恩资产管理有限责任公司		3,561	10.69	64	10.34
2025-08-29	NP	JAEWX - 小盘股指数信托资产净值		33,494	-2.89	604	-3.05
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		452,265	3.19	7,544	-15.38
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		1,034,770	0.00	17,260	-18.00
2025-07-10	13F	管理顾问有限责任公司		87,560	-2.94	1,580	-3.25
2025-08-11	13F	LSV资产管理		887,375	-2.07	16	0.00
2025-08-13	13F	挪威银行		2,096,084		37,813
2025-08-14	13F	Mml 投资者服务有限公司		32,018	6.32	1
2025-06-26	NP	AABFX - Thrivent 平衡收益加基金 A 类		1,562	0.00	26	-16.13
2025-08-04	13F	联合银行		51,700	-0.14	1
2025-08-06	13F	Vestmark 咨询解决方案公司		0	-100.00	0
2025-08-01	13F	第一指挥咨询服务公司		3,109	0.00	56	0.00
2025-08-13	13F	北方信托公司		1,990,278	-0.67	35,905	-0.94
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		43,358	-37.69	723	-48.90
2025-06-18	NP	GMRAX - 全国小盘指数基金 A 类		15,350	0.00	256	-17.95
2025-08-08	13F	Gts 证券有限公司		0	-100.00	0
2025-06-26	NP	DFUS - 维度美国股票 ETF		46,736	7.50	780	-11.88
2025-05-28	NP	QCEQRX - 股票指数账户类别 R1		75,484	0.00	1,366	-6.19
2025-08-13	13F	布朗咨询公司		109,305	0.12	1,972	-0.15
2025-06-26	NP	TIEIX - TIAA-CREF 机构类别股票指数基金		194,217	0.00	3,240	-18.00
2025-08-26	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		261,262		4,713
2025-08-27	NP	高级系列信托 - Ast 小型成长型投资组合		28,981	0.00	523	-0.38
2025-08-13	13F	纽约州共同退休基金		545,945	0.37	10	0.00
2025-06-26	NP	FSMD - 富达中小因子 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		113,662	104.37	1,896	67.55
2025-08-14	13F	水手有限责任公司		0	-100.00	0
2025-08-08	13F	等投资顾问公司		26,049	12.45	470	11.93
2025-06-25	NP	HSPGX - Emerald Growth 基金 A 类		58,675	-64.39	979	-70.81
2025-06-25	NP	HSSAX - Emerald 银行及金融基金 A 类		29,189	0.00	487	-18.04
2025-08-28	NP	HSGFX - 赫斯曼战略增长基金		40,000	0.00	722	-0.28
2025-08-13	13F	布里奇沃特合伙人有限合伙人		139,885		2,524
2025-07-29	NP	VIOV - Vanguard S&P Small-Cap 600 Value 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		195,811	-1.81	3,378	-14.55
2025-07-16	13F	签名有限责任公司		2,118	-0.66	38	0.00
2025-07-24	13F	罗纳德·布鲁信托公司		6,201	8.26	112	7.77
2025-08-14	13F	萨斯奎哈纳基本投资有限公司		161,094	0.00	2,906	-0.27
2025-08-04	13F	尖峰财富管理		87	0.00	2	0.00
2025-08-14	13F	Qube研究与技术有限公司		599,538	-9.46	10,816	-9.71
2025-07-31	13F	尼萨投资顾问有限公司		19,291	-0.07	348	-0.29
2025-05-15	13F	加拿大养老金计划投资委员会		0	-100.00	0
2025-07-17	13F	迪努佐私人财富有限公司		37	8.82	1
2025-08-14	13F	沃亚投资管理有限公司		318,715	-1.96	5,750	-2.23
2025-07-25	13F	优素福资本管理有限公司		67,586	0.68	1,219	0.41
2025-07-25	NP	NMSAX - 哥伦比亚小型股指数基金 A 类		347,038	-5.50	5,986	-17.75
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		111,159	-3.75	1,854	-21.07
2025-08-14	13F	Xponance公司		14,213	3.18	256	2.81
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		22,373	55.16	373	27.30
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		8,329	0.00	139	-18.34
2025-08-14	13F	Aqr资本管理有限公司		218,830	55.46	3,948	56.94
2025-08-26	NP	PRISX - T. Rowe Price 金融服务基金公司 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		385,700	12.45	6,958	12.15
2025-08-04	13F	俄亥俄州		7,700	-8.33	139	-8.61
2025-08-12	13F	熵技术有限公司		15,088		272
2025-08-25	NP	Calvert Variable Products, Inc. - Calvert VP Russell 2000 小型股指数投资组合 - I 类		18,370	0.00	331	-0.30
2025-06-26	NP	DCOR - 维度美国核心股票 1 ETF		15,838	43.86	264	18.39
2025-08-29	NP	JAFEX - 总股票市场指数信托资产净值		2,873	-1.10	52	-1.92
2025-08-14	13F	美世全球顾问公司 /adv		48,786	0.31	880	0.11
2025-08-14	13F	Citadel 顾问有限公司		3,654,220	114.63	65,922	114.04
2025-08-14	13F	间隔合伙人有限合伙人		397,315		7,168
2025-08-27	NP	Jnl 系列信托 - Jnl/dfa 美国核心股票基金 (a)		13,219	0.00	238	-0.42
2025-08-14	13F	Palisade 资本管理有限公司/新泽西州		1,448,427	-3.77	26,130	-4.04
2025-08-28	NP	CSB - VictoryShares 美国小型股高股息波动性 Wtd ETF		126,274	0.00	2,278	-0.31
2025-08-14	13F	威斯康星州投资委员会		16,877	-9.19	304	-9.52
2025-08-28	NP	MMTM - SPDR S&P 1500 动量倾斜 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		397	-44.55	7	-41.67
2025-06-30	NP	NSFMX - Natixis 可持续未来 2060 基金 N 类		1,224	16.13	20	-4.76
2025-07-11	13F	增强资本有限责任公司		95,826	0.00	1,729	-0.29
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		13,970	-38.15	241	-30.84
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		114,503	11.70	1,910	-8.40
2025-05-15	13F	韦斯资产管理有限公司		0	-100.00	0	-100.00
2025-07-25	13F	LRI 投资有限责任公司		621	0.00	11	0.00
2025-06-30	NP	NSFBX - Natixis 可持续未来 2015 年 N 类基金		88	-12.87	1	-50.00
2025-08-28	NP	SMLV - SPDR SSGA 美国小盘低波动指数 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		29,471	-77.54	532	-77.62
2025-08-27	NP	RYRUX - Russell 2000 2x 策略基金 A 级股票		931	1.86	17	0.00
2025-07-08	13F	上升顾问有限责任公司		28		1
2025-08-07	13F	Campbell & CO 投资顾问有限责任公司		51,980		938
2025-08-11	13F	HighTower 顾问有限责任公司		67,446	5.93	1,217	5.65
2025-08-11	13F	科维斯特有限公司		4,196	804.31	0
2025-08-14	13F	富国银行/百万		134,587	5.79	2,428	5.48
2025-06-27	NP	XSVM - Invesco S&P SmallCap Value with Momentum 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		228,295	-12.58	3,808	-28.32
2025-07-29	NP	ISMD - Inspire 中小型影响力 ETF		19,734	0.42	340	-12.60
2025-08-28	NP	SPTM - SPDR(R) 投资组合总股票市场 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		31,584	2.13	570	1.79
2025-07-15	13F	第五第三银行		1,366	-27.26	25	-27.27
2025-08-26	NP	TLSTX - 股票指数基金		2,673	0.00	48	0.00
2025-06-25	NP	GCSIX - 高盛小型股股票洞察基金机构		21,698	0.00	362	-18.14
2025-06-26	NP	DFAS - 维度美国小型股 ETF		547,165	-15.25	9,127	-30.51
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		9,616	6.70	173	6.13
2025-05-23	NP	GVLU - Gotham 1000 价值 ETF		74	0.00	1	0.00
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent 全市值投资组合 A 类		11,347		205
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		21,587	2.58	389	2.37
2025-06-26	NP	DFSV - 维度美国小盘价值 ETF		745,521	5.70	12,435	-13.31
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		116,018	6.08	2,093	5.76
2025-08-28	NP	SPSM - SPDR(R) 投资组合小型股 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		1,550,676	-1.41	27,974	-1.68
2025-08-13	13F	加德纳·罗素·奎恩律师事务所		68,200	-2.15	1,230	-2.38
2025-05-28	NP	VMNFX - 先锋市场中性基金投资者股票 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		53,676	0.00	971	-6.19
2025-05-09	13F	麦克拉伦财务顾问公司		0	-100.00	0
2025-08-05	13F	Versor投资有限公司		32,665	-46.36	589	-46.50
2025-08-14	13F	匡蒂诺资本管理有限公司		13,883		250
2025-05-15	13F	格伦梅德信托公司		22,145	4.70	401	-1.72
2025-08-13	13F	费希尔资产管理有限责任公司		3,159,801	-4.18	57,003	-4.45
2025-08-28	NP	DTSVX - 小型公司价值投资组合投资类别		3,750	-12.18	68	-12.99
2025-06-26	NP	USMIX - 扩展市场指数基金		21,685	-2.25	362	-19.96
2025-06-26	NP	AALGX - Thrivent 全球股票基金 A 类		11,825	28.70	197	5.91
2025-08-06	13F	真实财富设计有限责任公司		175	8,650.00	3
2025-08-14	13F	斯蒂菲尔金融公司		18,421	-1.07	332	-1.19
2025-07-22	NP	FSCC - 联邦 Hermes MDT 小型股核心 ETF		2,088	0.97	36	-10.00
2025-08-27	NP	HCEGX - 成长型股票投资组合 HC 战略股票		6,458	0.00	117	0.00
2025-08-29	NP	JVSAX - Janus Henderson 中小盘价值基金 A 类		131,466	0.00	2,372	-0.29
2025-05-15	13F	贝叶斯资本管理有限合伙人		0	-100.00	0
2025-08-20	NP	全国可变保险信托 - NVIT GS 小盘股票洞察基金 Y 级		11,791	0.00	213	-0.47
2025-07-28	13F	费曼集团有限责任公司		9	0.00	0
2025-07-16	13F	PFS 合作伙伴有限责任公司		1,711	0.00	31	0.00
2025-08-11	13F	花旗集团		299,996	-19.02	5,412	-19.25
2025-06-30	NP	NSFLX - Natixis 可持续未来 2055 基金 N 类		1,508	16.99	25	-3.85
2025-08-26	NP	Profunds - Profund 小盘股价值副总裁		2,104	0.05	38	-2.63
2025-08-12	13F	维度基金顾问有限公司		11,240,495	-2.78	202,780	-3.04
2025-08-14	13F	财富保全顾问有限公司		3,366	1.17	61	0.00
2025-08-12	13F	美国世纪公司		2,859,152	10.00	51,579	9.70
2025-08-15	13F	田纳西州财政部		63,632	-17.65	1,148	-17.90
2025-08-07	13F	遗产顾问有限责任公司		5,071	-98.20	281	-94.47
2025-08-26	NP	EQ ADVISORS TRUST - EQ/2000 管理波动性投资组合 IB 级		202,052	0.00	3,645	-0.27
2025-07-28	NP	URTY - ProShares UltraPro Russell2000		13,274	-28.48	229	-37.87
2025-08-26	NP	EQ ADVISORS TRUST - ATM 小盘波动率管理投资组合 K 级		60,695	-1.15	1,095	-1.44
2025-08-05	13F	西区投资管理公司		466		9
2025-08-12	13F	嘉信理财投资管理公司		2,314,282	-0.52	41,750	-0.79
2025-07-24	13F	CWM 顾问有限责任公司		21,551	13.18	389	12.79
2025-08-14	13F	千禧管理有限公司		34,935	-75.34	630	-75.41
2025-08-14	13F	高盛集团公司		1,355,791	24.01	24,458	23.66
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		864,774	-1.12	14,917	-13.94
2025-08-14	13F	海德兰兹技术有限责任公司		9,405	-49.34	170	-49.55
2025-08-26	NP	纽约梅隆银行投资组合 - 小盘股指数投资组合 - 服务股票		70,507	-4.47	1,272	-4.79
2025-08-27	13F/A	Squarepoint Ops LLC		35,864		647
2025-06-26	NP	TRDFX - Steward 中小盘增强指数基金 A 类		9,939	0.00	166	-18.32
2025-08-08	13F	美国信安金融集团		901,465	-16.73	16,262	-16.96
2025-08-08	13F	Pnc 金融服务集团公司		33,762	8.08	609	7.79
2025-08-29	NP	JSIVX - Janus Henderson 小盘价值基金 L 级		1,912,433	0.00	34,500	-0.27
2025-08-01	13F	洛根资本管理公司		204,200	0.00	3,684	-0.27
2025-08-08	13F	新泽西州警察和消防员退休系统		41,807	8.05	754	7.87
2025-06-24	NP	QASCX - 联邦 MDT 小盘股核心基金 A 类股票 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		97,054	0.00	1,619	-18.03
2025-08-05	13F	新泽西州雇员递延补偿计划		32,000	0.00	577	-0.17
2025-08-13	13F	象限资本集团有限公司		0	-100.00	0
2025-08-13	13F	西北互助财富管理公司		3,000	0.00	54	0.00
2025-08-14	13F	瑞银资产管理美洲公司		623,324	38.88	11,245	38.49
2025-06-26	NP	DFSU - 维度美国可持续发展核心 1 ETF		12,282	-5.97	205	-23.02
2025-08-27	NP	JNL 系列信托 - JNL 小盘股指数基金 (I)		309,767	-2.51	5,588	-2.77
2025-08-12	13F	恒线顾问公司		534,735	2.69	9,647	2.41
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		54,552	3.01	910	-15.60
2025-08-12	13F	Axq资本有限合伙人		13,300		240
2025-08-26	NP	EQ ADVISORS TRUST - EQ/AB 小型股成长投资组合 IB 类		68,260	0.00	1,231	-0.24
2025-09-04	13F/A	顾问集团控股公司		33,372	0.75	602	0.50
2025-08-05	13F	赫斯曼战略顾问公司		42,000	0.00	758	-0.26
2025-07-22	NP	DSMFX - 目的地中小型股票基金 I 类		4,737	-2.11	82	-14.74
2025-07-31	13F	奎斯特合作伙伴有限责任公司		138,512	771.64	2,499	770.38
2025-08-26	NP	IJR - iShares 核心标普小盘股 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		10,824,812	-3.95	195,280	-4.21
2025-07-28	13F	纽约州教师退休制度		241,035	0.04	4	0.00
2025-08-14	13F	萨斯奎哈纳国际集团有限责任公司		327,978	-0.93	5,917	-1.20
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		57,505		959
2025-07-29	13F	弗吉尼亚退休系统等		0	-100.00	0
2025-05-15	13F	桥前资本有限责任公司		0	-100.00	0
2025-06-23	NP	UAPIX - 超小盘深度投资者类别		1,857	-29.85	31	-43.40
2025-07-16	13F	阿拉斯加州税务部		108,186	7.23	2	0.00
2025-08-07	13F	深刻顾问有限公司		14,828	-1.35	267	-1.48
2025-08-14	13F	莱加托资本管理有限公司		23,011	-48.24	415	-48.38
2025-08-26	NP	IPSIX - Voya 指数加上小型股投资组合 I 类		11,698	-1.85	211	-1.86
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		93,060	0.00	1,679	-0.30
2025-08-14	13F	联信银行		64,590	-0.18	1,165	-0.43
2025-06-25	NP	TASVX - PGIM QMA 小盘价值基金 Z 类		81,000	73.45	1,351	42.36
2025-08-14	13F	CIBC 世界市场公司		282,936		5,104
2025-08-14	13F	萨斯奎哈纳国际集团有限责任公司	Call	13,600		245
2025-08-14	13F	萨斯奎哈纳国际集团有限责任公司	Put	17,000		307
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		4,388,840	3.69	79,175	3.40
2025-07-30	NP	IUSCX - 费舍尔投资机构集团美国小型股股票基金		120	18.81	2	0.00
2025-06-23	NP	SVPIX - 小盘价值深度投资者类别		362	-10.84	6	-25.00
2025-08-14	13F	沃洛里奇投资管理有限公司		440,696	5.53	7,950	5.24
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		103,400	0.14	1,784	-12.85
2025-05-29	NP	CSF - VictoryShares US Discovery 增强波动性 Wtd ETF		3,260	-27.65	59	-32.56
2025-08-06	13F	南州公司		10		0
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		677,461	0.00	11,300	-17.99
2025-05-30	NP	SPWIX - Simt 小盘成长基金 I 类		26,493	-1.85	479	-7.88
2025-07-23	13F	路易斯安那州雇员退休制度		84,900	-1.05	1,532	-1.35
2025-08-29	NP	FTHNX - Fuller & Thaler 行为小型股票基金投资者股票		4,098,137	0.00	73,930	-0.28
2025-07-30	NP	SMCIX - 标准普尔小型股指数基金直接股票		6,729	-5.28	116	-17.14
2025-08-14	13F	曼氏集团		166,064	4.64	2,996	4.36
2025-03-31	NP	BIVIX - Invenomic 基金机构类别股票		0	-100.00	0	-100.00
2025-05-15	13F	黑暗森林资本管理有限公司		0	-100.00	0
2025-08-22	NP	DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 小盘股指数 VIP A 级		27,957	1.80	504	1.61
2025-06-30	NP	NSFFX - Natixis 可持续未来 2030 基金 N 类		773	14.69	13	-7.69
2025-08-14	13F	Occudo 定量策略 Lp		0	-100.00	0
2025-04-25	NP	VCSLX - 小盘股指数基金		69,360	-5.17	1,375	-12.93
2025-07-10	13F	宾夕法尼亚州钱伯斯堡农商信托公司		1,200	0.00	0
2025-05-15	13F	法灵顿资本有限公司		0	-100.00	0
2025-08-26	NP	高盛可变保险信托 - 高盛小型股股票洞察基金机构		4,582	0.00	83	0.00
2025-05-15	13F	德克萨斯州永久学校基金		88,377		1,474
2025-05-29	NP	SEASONS SERIES TRUST - SA 多管理小型股投资组合 1 级		5,878	-8.40	106	-13.82
2025-08-18	NP	太平洋精选基金 - 小盘股指数投资组合 I 类		46,547	0.00	840	-0.36
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		40,740	-0.70	735	-1.08
2025-07-23	NP	CFSLX - 专栏小型股基金		11,518	0.00	199	-13.16
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		2,841,937	-3.45	51,269	-3.72
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		997,437	0.77	17,206	-12.30
2025-08-14	13F	格伦鹰顾问有限公司		100	0.00	2	0.00
2025-08-27	NP	VSEQX - 先锋战略股票基金投资者股份 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		603,963	0.00	10,895	-0.27
2025-07-25	13F	俄勒冈州公务员退休基金		41,406	-0.72	747	-1.06
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent 适度保守配置投资组合 A 类		15,637	19.65	282	19.49
2025-06-24	NP	BBSC - 摩根大通 BetaBuilders 美国小盘股 ETF		64,549	11.52	1,077	-8.58
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		199,883	1.85	3,606	1.55
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		17,774	-46.70	296	-56.34
2025-08-12	13F	迪恩投资有限公司		45,643	-54.33	823	-54.45
2025-08-12	13F	少尉峰顾问公司		45,751	-22.78	825	-22.97
2025-08-26	NP	PENN SERIES FUNDS INC - 小盘股指数基金		5,403	0.00	97	0.00
2025-08-14	13F	Citadel 顾问有限公司	Call	0	-100.00	0
2025-08-26	NP	EQ ADVISORS TRUST - 1290 VT 小盘价值投资组合 IB 级		28,367	7.21	512	6.90
2025-06-26	NP	CRSSX - 天主教责任投资小盘基金机构股		73,075	-2.58	1,219	-20.13
2025-08-04	13F	IFG 咨询有限责任公司		16,626	0.04	300	-0.33
2025-08-13	13F	伯克希尔资产管理有限公司/pa		26,191	0.00	472	3.06
2025-08-27	NP	PIBAX - PGIM 平衡基金 A 类		8,500	84.78	153	84.34
2025-07-29	NP	VIOG - Vanguard S&P Small-Cap 600 Growth 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		103,134	-7.08	1,779	-19.10
2025-05-06	13F	Proficio 资本合作伙伴有限责任公司		0	-100.00	0	-100.00
2025-08-11	13F	新时代阿尔法顾问有限责任公司		211,421	-5.58	3,814	-5.83
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent 全球股票投资组合 A 类		9,492	22.62	171	22.14
2025-08-14	13F	Glenmede投资管理有限公司		25,962		468
2025-08-12	13F	科斯顿·麦克艾萨克合伙人事务所		9,887	0.00	0
2025-08-08	13F	哈特兰有限公司		41,313	-0.07	745	-0.27
2025-05-05	13F	鹰湾顾问有限责任公司		0	-100.00	0
2025-06-18	NP	全国共同基金 - 全国基本全盘股票投资组合 R6 级		6,718	0.00	112	-17.65
2025-08-11	13F	道明沃特豪斯加拿大公司		31	0.00	1
2025-08-12	13F	创始者有限公司		27,766		496
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		109,353	-4.55	1,973	-4.83
2025-07-07	13F	Versant 资本管理公司		789	126.07	14	133.33
2025-08-28	NP	IJT - iShares S&P Small-Cap 600 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		749,808	15,446.51	13,527	676,200.00
2025-08-11	13F	阿尔卑斯顾问公司		27,185	-3.64	490	-3.92
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		28,461	-2.26	491	-15.08
2025-06-25	NP	DGRO - iShares 核心股息增长 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		431,216	212.25	7,193	156.13
2025-08-04	13F	汉兹金融服务公司		133	600.00	0
2025-08-13	13F	古根海姆资本有限公司		14,605	14.99	263	14.85
2025-08-28	NP	SIVIX - 道富机构小型股票基金投资类别 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		112,111	-29.22	2,022	-29.42
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent 积极配置投资组合 A 类		18,207	23.83	328	23.77
2025-08-27	NP	Brighthouse Funds Trust II - MetLife Russell 2000 指数投资组合 A 类		65,032	0.00	1,173	-0.26
2025-08-13	13F	ExodusPoint 资本管理公司		10,786	-93.49	0	-100.00
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		21,837	-24.18	364	-37.78
2025-07-22	13F	库里南联合公司		14,000	-12.50	253	-12.80
2025-07-18	13F	宾夕法尼亚资本管理公司 /adv		21,900	0.00	395	-0.25
2025-06-26	NP	ETTOX - E*TRADE 免费总市场指数基金		23		0
2025-05-28	NP	QCSTRX - 股票账户类别 R1		0	-100.00	0	-100.00
2025-08-08	13F	金斯维尤财富管理有限公司		11,148	0.04	201	0.00
2025-08-11	13F	环球保险及服务有限公司		234,874	-3.63	4,237	-3.88
2025-08-29	NP	JAFVX - 战略股权配置信托系列资产净值		25,910	2.72	467	2.41
2025-08-12	13F	保德信金融公司		337,518	5.78	7,103	23.06
2025-05-06	13F	罗伊斯联合有限责任公司		0	-100.00	0	-100.00
2025-07-10	13F	财富增值咨询服务有限公司		37,594	3.56	718	9.45
2025-05-27	NP	高级系列信托 - Ast Prudential Growth Allocation Portfolio		13,200	-77.24	239	-78.71
2025-08-08	13F	SG美洲证券有限责任公司		38,229	-67.20	1	-100.00
2025-07-18	13F	Old Point 信托与金融服务 NA		0	-100.00	0
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		535,368	-13.18	9,235	-24.43
2025-08-29	NP	DHS - WisdomTree 美国高股息基金不适用		102,968	2.00	1,858	1.70
2025-07-25	13F	阿特里亚财富解决方案公司		31,928	-0.26	576	-0.69
2025-08-12	13F	摩根大通公司		411,789	-21.95	7,429	-22.16
2025-08-14	13F	Smartleaf资产管理有限责任公司		3,746	0.13	68	0.00
2025-08-19	NP	RIFBX - 美国小型股票基金		5,554	0.00	100	0.00
2025-08-28	NP	GMSMX - GuideMark(R) 中小盘核心基金服务股票		1,737	0.00	31	0.00
2025-05-15	13F	牛津资产管理公司		0	-100.00	0	-100.00
2025-07-29	13F	私人信托公司		954		17
2025-08-14	13F/A	巴克莱银行		415,622	40.31	7	40.00
2025-08-13	13F	优势阿尔法资本合伙人有限合伙人		0	-100.00	0
2025-08-08	13F	综合财务规划有限公司/PA		15,596	0.00	281	-0.35
2025-07-25	13F	阿波罗财富管理有限责任公司		0	-100.00	0
2025-07-21	13F	阿特沃特马利克有限责任公司		10,308	0.00	186	-0.54
2025-08-14	13F	Ieq资本有限公司		48,937	282.77	883	281.82
2025-05-29	NP	CSA - VictoryShares 美国小盘股波动性 Wtd ETF		2,561	-36.62	46	-40.26
2025-05-08	13F	LGT 财务顾问有限责任公司		0	-100.00	0
2025-08-14	13F	Optiver控股有限公司		157	0.00	3	0.00
2025-08-29	NP	DTD - WisdomTree 美国总股息基金不适用		13,797	-0.86	249	-1.20
2025-08-14	13F	SummitTX Capital，LP		15,580		281
2025-08-11	13F	先锋集团公司		21,980,809	-0.56	396,534	-0.83
2025-08-26	NP	CRISX - CRM 小型股价值基金机构		102,511	-13.12	1,849	-13.36
2025-06-26	NP	DFAC - 维度美国核心股票 2 ETF		379,452	4.60	6,329	-14.22
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent 小盘股指数投资组合 A 类		133,677	-0.05	2,412	-0.33
2025-08-28	NP	SSBIX - 道富平衡指数基金 K 类		1,044	0.00	19	0.00
2025-08-27	NP	安联可变保险产品信托 - AZL DFA 美国核心股票基金		7,484	0.00	135	0.00
2025-08-28	NP	CBHAX - 胜利市场中性收益基金 A 类		447,862	13.63	8,079	13.31
2025-06-26	NP	DFUV - 维度美国市场价值 ETF		145,784	0.18	2,432	-17.84
2025-08-01	13F	德克萨斯州教师退休制度		43,627	42.20	787	41.80
2025-08-06	13F	穆尔斯与卡博特公司		11,096	-2.55	200	-2.44
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		1,402,490	-5.12	25,301	-5.38
2025-04-28	NP	LONAX - Longboard 另类增长基金 A 类		9,593	0.00	190	-8.21
2025-07-31	13F	白金汉战略合作伙伴		13,909	-10.81	251	-11.35
2025-08-22	NP	FESM - 富达增强型小型股 ETF		189,456	-67.83	3,418	-67.93
2025-08-11	13F	EMC资本管理公司		9,506	-57.95	0
2025-08-12	13F	Legal & General 集团有限公司		492,204	0.76	8,879	0.49
2025-08-28	NP	Humankind Benefit Corp - Humankind 美国股票 ETF		351	-6.90	6	0.00
2025-08-12	13F	Jw 科尔顾问公司		0	-100.00	0
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus 投资组合 A 类		1,356	25.09	24	26.32
2025-08-14	13F	加拿大皇家银行		227,530	3.09	4,103	2.78
2025-08-13	13F	Meridian 财富合作伙伴有限责任公司		27,520	-0.22	496	-0.40
2025-08-25	NP	LVHD - 美盛低波动高股息 ETF		47,068	5.85	849	5.60
2025-08-27	NP	RYMKX - 罗素 2000 1.5 倍策略基金 H 级		256	2.40	5	0.00
2025-05-05	13F	林布鲁克资本有限公司		4,010	0.00	73	-6.49
2025-08-26	NP	IRSIX - Voya Russell™ 小盘股指数投资组合 ADV 级		36,403	0.00	657	-0.30
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		911,127	9.54	15,717	-4.66
2025-07-29	NP	EBI-长景优势ETF		1,654	1,967.50	29	2,700.00
2025-08-18	13F/A	Kestra 投资管理有限责任公司		358	-42.35	6	-45.45
2025-07-28	13F	布林莫尔信托公司		32,510	5.52	586	5.21
2025-08-14	13F	第一集团贸易有限公司	Call	2,000	-28.57	36	-28.00
2025-08-12	13F	马歇尔与斯特林财富顾问公司		211	0.00	4	0.00
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		1,423,950	0.00	23,751	-18.00
2025-08-06	13F	里亚托财富管理有限责任公司		12	-78.95	0	-100.00
2025-07-29	NP	SSMAX - Siit 中小盘股票基金 - A 类		56,300	-51.06	971	-57.41
2025-06-30	NP	NSFKX - Natixis 可持续未来 2050 基金 N 类		1,704	7.92	28	-12.50
2025-06-23	NP	PJARX - 小盘价值基金 II R-3		14,137	14.10	236	-6.75
2025-08-04	13F	密钥银行国家协会/哦		28,748	1.08	519	0.78
2025-08-06	13F	福克斯运行管理有限公司		23,659	44.45	427	43.92
2025-08-06	13F	AE 财富管理有限责任公司		14,460	-17.03	261	-17.46
2025-08-15	13F	Kestra 咨询服务有限责任公司		21,118	0.04	381	-0.26
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		11,311	0.00	189	-18.26
2025-06-30	NP	NSFJX - Natixis 可持续未来 2045 基金 N 类		1,632	17.24	27	-3.57
2025-08-07	13F	ProShare 顾问有限责任公司		386,929	-9.50	6,980	-9.74
2025-08-28	NP	SLYV - SPDR(R) S & P 600 小盘价值 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		542,508	-4.57	9,787	-4.84
2025-08-13	13F	肯农戴尔资本管理有限公司		28,942	0.00	522	-0.19
2025-07-31	13F	剑桥投资研究顾问公司		22,235	0.00	0
2025-06-30	NP	NSFHX - Natixis 可持续未来 2040 基金 N 类		1,510	5.15	25	-13.79
2025-05-14	13F	扎克斯投资管理公司		0	-100.00	0	-100.00
2025-08-11	13F	野村资产管理有限公司		2,200	0.00	40	0.00
2025-06-23	NP	PPNMX - 小型股成长基金 I R-3		35,758	-63.58	596	-70.14
2025-06-27	NP	DPST - Direxion 每日区域银行看涨 3 倍股票		166,208	-31.06	2,772	-43.47
2025-07-18	13F	维克斯资本		11,980	0.00	216	0.00
2025-08-27	NP	BBTSX - Bridge Builder 税务管理中小型股基金		31,382	0.00	566	-0.18
2025-07-09	13F	港湾资本顾问公司		820	-8.69	0
2025-08-14	13F	加拿大帝国商业银行世界市场公司		22,505	-44.15	406	-44.37
2025-06-27	NP	EBIT - Harbor AlphaEdge 小型股收益者 ETF		907	1.45	15	-16.67
2025-06-30	NP	NSFGX - Natixis 可持续未来 2035 基金 N 类		954	8.41	16	-11.76
2025-08-14	13F	耆那全球有限公司		0	-100.00	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		1,643,524	0.99	29,649	0.71
2025-07-28	NP	MSSM - 摩根士丹利 Pathway 中小型股 ETF		6,951	19.39	120	3.48
2025-06-24	NP	创新者 ETF 信托 - 创新者美国小型股管理式 ETF		1,504	60.00	25	31.58
2025-06-18	NP	REBYX - 美国小盘Y类股票基金		19,770	0.00	330	-18.16
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		85,085	0.00	1,419	-17.98
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		32,499	-1.26	542	-18.98
2025-08-01	13F	Y-Intercept (香港) 有限公司		0	-100.00	0
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		33,526	2.69	559	-15.81
2025-05-13	13F	财通国际资产管理有限公司		0	-100.00	0
2025-08-26	13F/A	路德教会的 Thrivent 金融		421,379	16.32	8	16.67
2025-08-12	13F	XTX Topco有限公司		16,714		302
2025-08-12	13F	科桥金融公司		0	-100.00	0
2025-08-07	13F	肯塔基州教师退休制度		49,850	-5.98	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		1,844,509	2.86	30,766	-15.65
2025-08-13	13F	百达资产管理控股公司		22,885	-23.84	413	-24.13
2025-08-27	NP	俄亥俄州国家基金公司 - ON Janus Henderson 风险投资组合		8,210	0.00	148	0.00
2025-08-26	NP	Profunds - Profund 小盘成长股副总裁		1,959	2.03	35	2.94
2025-06-23	NP	BKPIX - 银行超行业深度投资者类别		4,129	-62.83	69	-69.78
2025-08-19	NP	西北互助系列基金公司 - 600 指数股票投资组合		64,456	2.60	1,163	2.29
2025-08-11	13F	罗斯柴尔德投资有限公司		545	87.93	10	80.00
2025-08-01	13F	贝西默集团公司		971	-26.77	0
2025-08-28	NP	TPSC - Timothy Plan 美国小盘股核心 ETF		26,761	9.64	483	9.30
2025-08-13	13F	亚利桑那州退休系统		53,145	1.78	959	1.48
2025-06-23	NP	SLPIX - 小盘股深度投资者类别		177	-11.06	3	-50.00

FU5 机构投资人持股和股东 富尔顿金融公司 (DB) 股票

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机构投资人持股和股东

基金情绪分数

13F和NPORT备案

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FU5 机构投资人持股和股东富尔顿金融公司 (DB) 股票