机构投资人持股和股东
GATX Corporation (DE:GAX) 有 694 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 43,774,359 股股票。 最大股东包括 State Farm Mutual Automobile Insurance Co, BlackRock, Inc., Vanguard Group Inc, Earnest Partners Llc, Dimensional Fund Advisors Lp, State Street Corp, Gamco Investors, Inc. Et Al, Bank Of America Corp /de/, IJH - iShares Core S&P Mid-Cap ETF, and VTSMX - Vanguard Total Stock Market Index Fund Investor Shares .
GATX Corporation (DB:GAX)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 142.00 / share. Previously, on September 9, 2024, the share price was 120.00 / share. This represents an increase of 18.33% over that period.
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。
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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 
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Load All| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-28 | 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 | 4,522 | 1.60 | 694 | 0.43 | ||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 264,905 | -26.83 | 40,679 | -27.63 | ||||
| 2025-07-28 | 13F | 港口投资公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 埃莱维斯特公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | HDG - ProShares 对冲复制 ETF | 47 | 11.90 | 7 | 0.00 | ||||
| 2025-08-12 | 13F | 东南资产顾问公司 | 2,658 | 0.19 | 408 | -0.73 | ||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 1,585 | 3.06 | 244 | 2.09 | ||||
| 2025-08-14 | 13F | 道富银行 | 1,334,422 | -0.61 | 204,914 | -1.70 | ||||
| 2025-06-23 | NP | MPSIX - 中型股标准普尔 400 指数基金机构类 | 14,794 | -1.47 | 2,159 | -13.08 | ||||
| 2025-06-24 | NP | JPSE - 摩根大通多元化回报美国小盘股 ETF | 8,726 | -5.86 | 1,274 | -16.96 | ||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 32,000 | 7.40 | 5 | 0.00 | ||||
| 2025-06-24 | NP | FMDCX - 联合中型股指数基金服务股票 | 2,524 | -1.48 | 368 | -13.00 | ||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 1,613 | 5.77 | 248 | 4.66 | ||||
| 2025-05-14 | 13F | 奥默斯管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 萨尼贝尔 Captiva 信托公司 | 3,200 | 0.00 | 491 | -1.01 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 基本美国小型股基金 (A) | 2,929 | -5.91 | 450 | -7.04 | ||||
| 2025-08-26 | NP | Spdr S&p Midcap 400 ETF 信托 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 | 280,309 | -1.22 | 43,044 | -2.30 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD 小盘价值指数投资组合 P 级 | 4,864 | -15.86 | 747 | -16.83 | ||||
| 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 | 3,825 | 0.00 | 587 | -1.01 | ||||
| 2025-06-27 | NP | RSSL - Global X Russell 2000 ETF | 21,671 | 6.55 | 3,163 | -6.00 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 小盘股指数基金 | 1,044 | 0.00 | 160 | -1.23 | ||||
| 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 | 94,507 | 0.00 | 13,794 | -11.79 | ||||
| 2025-03-27 | NP | PAMC - Pacer Lunt MidCap 多因子交流发电机 ETF | 2,378 | 10.14 | 393 | 30.56 | ||||
| 2025-05-27 | NP | FVD - 第一信托价值线股息指数基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 258,195 | -4.67 | 40,090 | -4.48 | ||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 68 | 3.03 | 10 | 0.00 | ||||
| 2025-05-23 | NP | Guardian 可变产品信托 - Guardian Small Cap Core VIP 基金 | 17,101 | -5.00 | 2,655 | -4.80 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 158 | -21.39 | 24 | -22.58 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - 中型股票指数基金类别 | 17,660 | -2.42 | 2,712 | -3.52 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 2,427 | 0.00 | 354 | -11.72 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 200 | 31 | |||||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 70,483 | 7.97 | 10,288 | -4.77 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA 中盘指数基金标准类别 | 11,105 | -0.83 | 1,705 | -1.90 | ||||
| 2025-06-23 | NP | UAPIX - 超小盘深度投资者类别 | 366 | -29.62 | 53 | -38.37 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 6,795 | 2.29 | 1,043 | 1.07 | ||||
| 2025-08-13 | 13F | 景顺有限公司 | 113,613 | 104.66 | 17,446 | 102.41 | ||||
| 2025-06-18 | NP | REBYX - 美国小盘Y类股票基金 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 1,629 | 250 | ||||||
| 2025-08-12 | 13F | 德意志银行\ | 24,253 | -13.18 | 3,724 | -14.13 | ||||
| 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 | 22,386 | 0.00 | 3,267 | -11.80 | ||||
| 2025-07-28 | NP | VMIDX - 中型股指数基金 | 32,020 | -4.34 | 5,099 | -8.82 | ||||
| 2025-08-05 | 13F | 蒙特利尔银行/can/ | 18,929 | 1.40 | 2,907 | 0.28 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者美国小型股管理式 ETF | 192 | 60.00 | 28 | 47.37 | ||||
| 2025-08-08 | 13F | 华盛顿信托公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 912 | 46.62 | 140 | 45.83 | ||||
| 2025-06-25 | NP | FNX - First Trust 中型核心 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 | 20,765 | -10.99 | 3,031 | -21.50 | ||||
| 2025-08-08 | 13F | 史密斯菲尔德信托公司 | 200 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | MAI资本管理 | 1,033 | 1.27 | 159 | 0.00 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 146,274 | -36.90 | 22,462 | -37.92 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 63 | 18.87 | 10 | 12.50 | ||||
| 2025-07-11 | 13F | 阿迪朗达克信托公司 | 400 | 0.00 | 61 | -1.61 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳投资组合策略有限责任公司 | 12,320 | 1,892 | ||||||
| 2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 16,120 | -54.85 | 2,475 | -55.35 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/DFA 美国小型股基金 (A) | 6,127 | 0.00 | 941 | -1.16 | ||||
| 2025-06-25 | NP | ISCB - iShares 晨星小型股 ETF | 1,735 | 4.64 | 253 | -7.66 | ||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 3,848 | 0.00 | 591 | -1.17 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-07-30 | NP | SPMIX - 标普中盘指数基金直接股票 | 1,273 | -3.12 | 203 | -7.76 | ||||
| 2025-08-29 | NP | 加贝利股权信托公司 | 127,700 | -0.39 | 19,610 | -1.49 | ||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 120,144 | 4,578.50 | 18,449 | 4,535.43 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 27 | 4 | ||||||
| 2025-06-30 | NP | PFM - Invesco Dividend Achievers ETF | 1,032 | -2.27 | 151 | -13.79 | ||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 5,984 | -14.15 | 919 | -15.16 | ||||
| 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 | 1,304 | -3.76 | 200 | -4.76 | ||||
| 2025-07-21 | 13F | 昆特资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | EZM - WisdomTree 美国中型股基金 不适用 | 6,411 | -1.20 | 984 | -2.28 | ||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 239,607 | 20.86 | 37 | 20.00 | ||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 38,390 | -2.87 | 5,895 | -3.94 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - ATM 中盘波动率管理投资组合 K 级 | 3,311 | 1.75 | 508 | 0.59 | ||||
| 2025-06-26 | NP | DFAS - 维度美国小型股 ETF | 112,731 | -9.07 | 16,454 | -19.79 | ||||
| 2025-05-02 | 13F | 资本 A 财富管理有限责任公司 | 3 | -40.00 | 0 | |||||
| 2025-07-29 | NP | SFYX - SoFi Next 500 ETF | 196 | 31 | ||||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 小型股指数投资组合 1 级 | 4,057 | 2.58 | 592 | -9.48 | ||||
| 2025-07-31 | 13F | 华盛顿信托顾问公司 | 321 | 0.00 | 49 | 0.00 | ||||
| 2025-08-28 | NP | IJJ - iShares S&P Mid-Cap 400 价值 ETF | 75,523 | -0.66 | 11,597 | -1.75 | ||||
| 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 | 2,649 | -1.89 | 407 | -3.10 | ||||
| 2025-06-25 | NP | PESPX - 纽约梅隆中型股指数基金公司投资者股票 | 17,243 | -3.42 | 2,517 | -14.83 | ||||
| 2025-08-27 | NP | RYRRX - 罗素 2000 基金 A 类 | 84 | 1.20 | 13 | 0.00 | ||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | 5,786 | 889 | ||||||
| 2025-05-06 | 13F | Proficio 资本合作伙伴有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-15 | 13F | 韦斯资产管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 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 | 1,876 | 61.45 | 288 | 88.24 | ||||
| 2025-06-24 | NP | TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 | 2,041 | -1.26 | 298 | -13.16 | ||||
| 2025-08-14 | 13F | 瑞银集团 | 141,401 | 31.47 | 21,714 | 30.03 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT GAMCO 小型公司价值投资组合 IB 类 | 756,000 | -1.11 | 116,091 | -2.20 | ||||
| 2025-08-13 | 13F | 正交资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 19,692 | -7.40 | 3,024 | -8.42 | ||||
| 2025-08-29 | NP | STXK-Strive 小型股 ETF | 1,116 | 8.56 | 171 | 7.55 | ||||
| 2025-06-26 | NP | JHMM - 约翰汉考克多因素中型 ETF | 16,316 | 2,381 | ||||||
| 2025-07-29 | 13F | 私人财富管理集团有限责任公司 | 15 | 0.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | 1,219,746 | 0.50 | 187,304 | -0.60 | ||||
| 2025-08-28 | NP | WFIVX - Wilshire 5000 指数基金投资类别 | 168 | 0.00 | 26 | -3.85 | ||||
| 2025-07-17 | 13F | 罗利资本管理公司 | 6 | 1 | ||||||
| 2025-05-09 | 13F | 曼彻斯特资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 催化剂基金管理有限公司 | 1,600 | 246 | ||||||
| 2025-07-29 | 13F | 地区金融公司 | 18,661 | 28.83 | 2,866 | 27.39 | ||||
| 2025-06-26 | NP | JHSC - 约翰汉考克多因素小盘股 ETF | 12,857 | -10.08 | 1,877 | -20.71 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 98 | 104.17 | 15 | 114.29 | ||||
| 2025-08-05 | 13F | 密歇根州退休系统 | 8,612 | 1.17 | 1,322 | 0.08 | ||||
| 2025-08-14 | 13F | 法灵顿资本有限公司 | 1,430 | -16.08 | 220 | -17.05 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | Short | -68 | -10 | |||||
| 2025-06-24 | NP | BBMC - 摩根大通 BetaBuilders 美国中型股票 ETF | 17,036 | -1.35 | 2,487 | -12.99 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | 4,454,634 | -0.16 | 684,054 | -1.26 | ||||
| 2025-05-29 | NP | CSF - VictoryShares US Discovery 增强波动性 Wtd ETF | 523 | -33.63 | 81 | -33.61 | ||||
| 2025-08-28 | NP | NPSGX - NICHOLAS PARTNERS 小盘成长基金机构股 | 2,765 | -72.12 | 425 | -72.45 | ||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 304 | -14.37 | 47 | -16.36 | ||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 37,160 | -0.82 | 6 | 0.00 | ||||
| 2025-06-25 | NP | DGRO - iShares 核心股息增长 ETF | 40,018 | 4.37 | 5,841 | -7.93 | ||||
| 2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 484 | 8.76 | 74 | 7.25 | ||||
| 2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 1,309 | -2.68 | 201 | -3.37 | ||||
| 2025-08-29 | NP | Gabelli 全球中小型企业价值信托 | 11,200 | -2.61 | 1,720 | -3.70 | ||||
| 2025-08-08 | 13F | 斯凯兰兹资本有限责任公司 | 2,495 | 0.00 | 383 | -1.03 | ||||
| 2025-07-14 | 13F | 阿姆斯特朗咨询集团公司 | 104 | 0.00 | 16 | -6.25 | ||||
| 2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 2,585 | 31.28 | 377 | 16.00 | ||||
| 2025-06-18 | NP | GMRAX - 全国小盘指数基金 A 类 | 3,068 | -1.73 | 448 | -13.37 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | 98,648 | 1,425.64 | 15,148 | 1,410.27 | ||||
| 2025-07-24 | 13F | 资本顾问有限公司 | 50 | 0.00 | 0 | |||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 62 | 24.00 | 10 | 28.57 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Vanguard 美国股市指数基金 (I) | 2,823 | -18.48 | 433 | -19.37 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 7,065 | -20.61 | 1,085 | -21.51 | ||||
| 2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Vestmark 咨询解决方案公司 | 1,406 | 216 | ||||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 111 | 11.00 | 17 | 13.33 | ||||
| 2025-03-27 | NP | PTMC - Pacer Trendpilot 美国中盘 ETF | 5,347 | 2.28 | 885 | 21.26 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-07-28 | 13F | 贝福瑞斯特资本有限公司 | 370 | 218.97 | 57 | 211.11 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-08-27 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 200 | -41.18 | 31 | -33.33 | ||||
| 2025-04-23 | 13F | GHP 投资顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-03-31 | NP | PDAVX - PineBridge动态资产配置基金投资者服务股票 | 386 | 38.35 | 64 | 65.79 | ||||
| 2025-07-23 | 13F | 路易斯安那州雇员退休制度 | 10,000 | 0.00 | 1,536 | -1.10 | ||||
| 2025-08-28 | NP | SPMD - SPDR(R) 投资组合中型 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 | 161,471 | 2.67 | 24,795 | 1.54 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | 5,873 | -17.96 | 902 | -18.90 | ||||
| 2025-05-28 | NP | QCEQRX - 股票指数账户类别 R1 | 14,376 | 0.00 | 2,232 | 0.22 | ||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 341 | 11.07 | 52 | 10.64 | ||||
| 2025-07-25 | 13F | 瑞迪财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | KBC 集团 | 936 | -84.68 | 0 | |||||
| 2025-08-13 | 13F | M&T银行公司 | 2,549 | 15.50 | 392 | 14.33 | ||||
| 2025-08-29 | NP | GATAX - Gabelli 资产基金 A 类 | 126,500 | -1.94 | 19,425 | -3.02 | ||||
| 2025-08-29 | NP | 加贝利股息和收入信托 | 168,000 | -0.30 | 25,798 | -1.39 | ||||
| 2025-07-23 | NP | CFMSX - 中盘精选基金栏 | 86,396 | 9.67 | 13,758 | 4.54 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 1,144,893 | 2.11 | 175,810 | 0.99 | ||||
| 2025-08-14 | 13F | ISAM 基金（英国）有限公司 | 0 | -100.00 | 0 | |||||
| 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 | 36,106 | -6.07 | 5,544 | -7.10 | ||||
| 2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Quest 10 财富建设者有限公司 | 25 | 0.00 | 4 | 0.00 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL 中型股指数基金 2 级 | 5,857 | -1.63 | 899 | -2.71 | ||||
| 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 | 7,870 | 0.00 | 1,149 | -11.83 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA 中小盘 200 基金标准级 | 2,800 | 0.00 | 430 | -1.15 | ||||
| 2025-04-30 | 13F | 诚信合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Jfs 财富顾问有限公司 | 64 | 12.28 | 10 | 12.50 | ||||
| 2025-08-26 | NP | 北方基金 - 北方小盘核心基金 K 类 | 4,836 | -5.55 | 743 | -6.55 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 3 | 0 | ||||||
| 2025-04-18 | 13F | 哈尔伯特·哈格罗夫全球顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 34,433 | -2.31 | 5,288 | -3.38 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/中盘股指数投资组合 IB 类 | 29,823 | -0.57 | 4,580 | -1.67 | ||||
| 2025-07-29 | NP | VMFGX - Vanguard S&P Mid-Cap 400 Growth Index Fund 机构股票 | 18,361 | -1.47 | 2,924 | -6.07 | ||||
| 2025-08-26 | NP | PCVAX - AllianzGI NFJ 小盘价值基金 A | 15,798 | -9.25 | 2,426 | -10.28 | ||||
| 2025-08-04 | 13F | 阿特里亚投资有限公司 | 15,409 | -3.62 | 2,366 | -4.67 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | 7,534 | 460.15 | 1,157 | 455.77 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/400 管理波动性投资组合 IB 级 | 8,648 | -6.68 | 1,328 | -7.72 | ||||
| 2025-06-27 | NP | HMCNX - 港湾中型基金投资者类别 | 17,015 | -1.04 | 2,484 | -12.72 | ||||
| 2025-07-23 | NP | CFMCX - 中型股基金 | 15,424 | 1.20 | 2,456 | -3.53 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 11,046 | 0.00 | 2 | 0.00 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 641 | 3.22 | 0 | |||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 17,227 | 0.00 | 2,645 | -1.08 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/摩根士丹利小型股成长投资组合 IB 级 | 449 | 31.67 | 69 | 51.11 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. 等 | 1,285,953 | -1.12 | 197,471 | -2.21 | ||||
| 2025-08-14 | 13F | 拉扎德资产管理公司 | 5,477 | 0.66 | 1 | |||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - MetLife Russell 2000 指数投资组合 A 类 | 12,916 | 3.60 | 1,983 | 2.48 | ||||
| 2025-08-01 | 13F | 布鲁克伍德投资集团有限责任公司 | 1,413 | 0.00 | 217 | -1.37 | ||||
| 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 | 359,423 | 2.11 | 52,461 | -9.93 | ||||
| 2025-07-28 | NP | MSSM - 摩根士丹利 Pathway 中小型股 ETF | 1,573 | 16.52 | 250 | 11.11 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 8,161 | -14.95 | 1,253 | -15.85 | ||||
| 2025-07-17 | 13F | 绿叶信托 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | NP | CFSLX - 专栏小型股基金 | 10,106 | 20.51 | 1,609 | 14.93 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 201,068 | -1.54 | 30,876 | -2.62 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 25 | 4 | ||||||
| 2025-08-28 | NP | IWM - iShares Russell 2000 ETF | 887,913 | -5.66 | 136,348 | -6.70 | ||||
| 2025-07-24 | NP | BDSIX - 贝莱德优势小型核心基金机构股 | 17,540 | -54.73 | 2,793 | -56.08 | ||||
| 2025-05-14 | 13F | Trexquant 投资有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 塞伊投资公司 | 924,437 | 2.21 | 141,956 | 1.08 | ||||
| 2025-08-26 | NP | JMEE - 摩根大通市场扩张增强型股票 ETF | 20,250 | 129.23 | 3,110 | 126.77 | ||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 16,736 | -30.21 | 2,570 | -31.00 | ||||
| 2025-08-12 | 13F | 路石控股有限责任公司 | 4,705 | 0.77 | 722 | -0.41 | ||||
| 2025-07-28 | NP | MVV - ProShares Ultra MidCap400 | 1,348 | -1.61 | 215 | -6.14 | ||||
| 2025-08-26 | NP | QUANTITATIVE MASTER SERIES LLC - Master 小盘股指数系列 | 62,245 | 2.33 | 9,558 | 1.21 | ||||
| 2025-06-25 | NP | HSMV - First Trust Horizon 管理波动性中小型 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 | 778 | -6.15 | 114 | -17.52 | ||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 4,539 | 201.59 | 697 | 199.14 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 249 | 0.00 | 38 | 0.00 | ||||
| 2025-07-28 | NP | AVLV - Avantis 美国大盘价值 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 | 15,534 | 56.03 | 2,474 | 48.71 | ||||
| 2025-07-15 | 13F | 高架资本顾问有限责任公司 | 1,867 | 0.00 | 290 | 0.00 | ||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 1,429 | 4.77 | 219 | 3.79 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 2,755 | 65.66 | 423 | 63.32 | ||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 1,446 | 222 | ||||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 3 | 50.00 | 0 | |||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 213 | 0.00 | 33 | -3.03 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 9,719 | 26.14 | 1,419 | 11.30 | ||||
| 2025-06-30 | NP | VIG - 先锋股息增值指数基金 ETF 股票 | 189,946 | -2.28 | 27,725 | -13.80 | ||||
| 2025-06-25 | NP | FNY - First Trust 中型成长 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13,338 | -12.76 | 1,947 | -23.05 | ||||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 10,575 | -0.57 | 1,624 | -1.70 | ||||
| 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 | 168,614 | -1.42 | 26,850 | -6.03 | ||||
| 2025-08-12 | 13F | 德国商业银行 | 9,030 | 0.00 | 1 | 0.00 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 摩根大通小盘价值投资组合 A 类 | 3,811 | 10.34 | 585 | 40.96 | ||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 1,431 | 11.97 | 228 | 6.57 | ||||
| 2025-08-12 | 13F | 认可财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 5 | -37.50 | 1 | -100.00 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 6,056 | -23.85 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 11,822 | 5.21 | 2 | 0.00 | ||||
| 2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 756 | -27.86 | 116 | -28.40 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 139,751 | 4.73 | 21,460 | 3.58 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 0 | -100.00 | 0 | |||||
| 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 | 1,873 | 6.97 | 288 | 5.90 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 4 | -91.67 | 1 | -100.00 | ||||
| 2025-08-13 | 13F | 布朗咨询公司 | 9,974 | 0.22 | 1,532 | -0.91 | ||||
| 2025-07-29 | NP | VRTTX - Vanguard Russell 3000 指数基金机构股票 | 2,822 | -1.64 | 449 | -6.26 | ||||
| 2025-07-28 | NP | VCSLX - 小盘股指数基金 | 15,174 | 11.30 | 2,416 | 6.10 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 6,017 | 21.19 | 924 | 19.87 | ||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | Short | -4,616 | 66.64 | -709 | 64.65 | |||
| 2025-08-13 | 13F | 北方信托公司 | 657,332 | -3.39 | 100,940 | -4.45 | ||||
| 2025-08-29 | NP | DTD - WisdomTree 美国总股息基金 不适用 | 1,254 | -0.95 | 193 | -2.04 | ||||
| 2025-07-22 | NP | GSSC - 高盛 ActiveBeta(R) 美国小盘股 ETF | 5,100 | 10.41 | 812 | 5.32 | ||||
| 2025-08-14 | 13F | 采石场LP | 220 | 34 | ||||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 179,796 | -3.69 | 28 | -3.57 | ||||
| 2025-07-28 | NP | RWK - Invesco S&P MidCap 400 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 | 3,435 | -11.70 | 547 | -15.87 | ||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 163 | 33.61 | 25 | 38.89 | ||||
| 2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | Short | -28,854 | 6.93 | -4,431 | 5.75 | |||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 2,596 | 13.16 | 399 | 11.80 | ||||
| 2025-04-10 | 13F | 第一金融公司/in/ | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Gts 证券有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | LONAX - Longboard 另类增长基金 A 类 | 1,369 | 0.00 | 218 | -4.82 | ||||
| 2025-08-07 | 13F | 哈勃岛资本有限责任公司 | 83,396 | -7.60 | 12,806 | -8.62 | ||||
| 2025-08-14 | 13F | 尼古拉斯投资合伙人有限合伙人 | 14,026 | -74.03 | 2,154 | -74.33 | ||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 10,477 | 1.16 | 1,609 | 0.00 | ||||
| 2025-07-25 | NP | NTIAX - 哥伦比亚中盘指数基金 A 类 | 30,284 | 0.80 | 4,822 | -3.91 | ||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 7,512 | 0.00 | 1,154 | -1.62 | ||||
| 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 | 3,554 | 0.00 | 546 | -1.09 | ||||
| 2025-08-13 | 13F | 温斯洛资产管理公司 | 48,937 | 0.19 | 8 | 0.00 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | 58,317 | 871.79 | 8,955 | 861.87 | ||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 1,500 | 0.00 | 0 | |||||
| 2025-07-30 | 13F | Securian 资产管理公司 | 2,698 | 0.00 | 414 | -0.96 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 9,271 | 20.15 | 1,424 | 18.78 | ||||
| 2025-08-14 | 13F | Xponance公司 | 5,049 | -1.16 | 775 | -2.27 | ||||
| 2025-08-07 | 13F | Campbell & CO 投资顾问有限责任公司 | 13,196 | 2,026 | ||||||
| 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 | 125 | 98.41 | 19 | 111.11 | ||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 9,692 | -3.21 | 1,488 | -4.25 | ||||
| 2025-07-17 | 13F | 沃尔夫维斯马加纳有限责任公司 | 212 | 0.00 | 33 | 0.00 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 1,799 | 3.93 | 276 | 2.99 | ||||
| 2025-08-11 | 13F | 科维斯特有限公司 | 90 | -1.10 | 0 | |||||
| 2025-07-08 | 13F | 上升顾问有限责任公司 | 127 | 0.79 | 19 | 0.00 | ||||
| 2025-07-15 | 13F | 第五第三银行 | 22,897 | -2.69 | 3,516 | -3.75 | ||||
| 2025-07-25 | 13F | 约翰逊投资顾问公司 | 2,787 | 54.15 | 428 | 52.50 | ||||
| 2025-08-13 | 13F | 波士顿家族办公室有限公司 | 6,751 | -0.44 | 1 | 0.00 | ||||
| 2025-07-22 | NP | DSMFX - 目的地中小型股票基金 I 类 | 937 | 0.32 | 149 | -4.49 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | Short | -307 | -47 | |||||
| 2025-07-10 | 13F | 纳富尔顿银行 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | ISCG - iShares Morningstar 小盘成长 ETF | 4,194 | 5.30 | 612 | -7.13 | ||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 5,548 | -18.96 | 852 | -19.85 | ||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 421 | 0 | ||||||
| 2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 8,953 | -0.78 | 1,375 | -1.93 | ||||
| 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 | 775 | 19.41 | 119 | 19.00 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国 Social Core Equity 2 投资组合股票 | 5,801 | 0.00 | 847 | -11.78 | ||||
| 2025-07-23 | NP | CFSSX-专栏小盘精选基金 | 23,500 | 48.59 | 3,742 | 41.69 | ||||
| 2025-06-26 | NP | DFUV - 维度美国市场价值 ETF | 36,898 | -0.65 | 5,386 | -12.37 | ||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 174 | 0.00 | 27 | 0.00 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 工业部门基金 (A) | 2,245 | 4.66 | 345 | 3.30 | ||||
| 2025-06-23 | NP | MDPIX - 中型深度投资者类别 | 131 | 24.76 | 19 | 11.76 | ||||
| 2025-06-26 | NP | TRDFX - Steward 中小盘增强指数基金 A 类 | 458 | -65.80 | 67 | -70.14 | ||||
| 2025-08-11 | 13F | Birchbrook公司 | 60 | 0.00 | 9 | 0.00 | ||||
| 2025-08-15 | 13F | 田纳西州财政部 | 11,104 | 33.90 | 1,705 | 32.48 | ||||
| 2025-08-29 | NP | DON - WisdomTree 美国中型股股息基金 不适用 | 42,019 | 0.07 | 6,452 | -1.03 | ||||
| 2025-07-28 | NP | URTY - ProShares UltraPro Russell2000 | 2,609 | -28.48 | 415 | -31.86 | ||||
| 2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 327 | -0.61 | 50 | -1.96 | ||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 4,985 | 5.61 | 765 | 4.51 | ||||
| 2025-08-12 | 13F | Axq资本有限合伙人 | 1,353 | -17.70 | 208 | -18.82 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 小型股价值系列 | 1,910 | -2.05 | 293 | -2.98 | ||||
| 2025-07-16 | 13F | PFS 合作伙伴有限责任公司 | 36 | 6 | ||||||
| 2025-08-08 | 13F | 创意策划 | 28,831 | 9.88 | 4,427 | 8.69 | ||||
| 2025-06-24 | NP | SNXFX - 嘉信 1000 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 | 11,668 | 0.00 | 1,703 | -11.76 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 151,495 | 29.67 | 23,264 | 28.24 | ||||
| 2025-07-29 | 13F | TFC财务管理 | 1 | 0.00 | 0 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/普通股指数投资组合 IA 级 | 5,000 | 0.00 | 768 | -1.16 | ||||
| 2025-08-22 | NP | CVMC - Calvert 美国中盘核心责任指数 ETF | 284 | 4.03 | 44 | 2.38 | ||||
| 2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 40,178 | -9.46 | 6,274 | -9.60 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 4,200 | 950.00 | 645 | 938.71 | |||
| 2025-08-26 | NP | PSOPX - 摩根大通小盘价值基金 I 类 | 14,204 | 9.91 | 2,181 | 40.44 | ||||
| 2025-08-07 | 13F | 深刻顾问有限公司 | 1,422 | -4.76 | 218 | -5.63 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 9,000 | -16.67 | 1,382 | -17.54 | |||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 2,403 | 369 | ||||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 41,749 | 2.51 | 6,411 | 1.38 | ||||
| 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 | 121,929 | -13.97 | 19,416 | -18.00 | ||||
| 2025-05-15 | 13F | 金刚狼贸易有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 63,029 | 11.06 | 9,679 | 9.84 | ||||
| 2025-05-14 | 13F | CI 私人财富有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-29 | NP | NEFJX - Vaughan Nelson 小盘价值基金 A 类 | 146,074 | 49.53 | 22,431 | 47.88 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - PD 小盘成长指数投资组合 P 类 | 93 | -25.60 | 14 | -12.50 | ||||
| 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 | 16,926 | 0.00 | 2,471 | -11.79 | ||||
| 2025-08-26 | NP | 主投资组合 - 活跃股票 主投资组合 活跃股票投资组合 | 10,022 | 36.56 | 1,539 | 35.03 | ||||
| 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 | 71,539 | 0.00 | 10,442 | -11.79 | ||||
| 2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | Short | -288 | -0.00 | -44 | 0.00 | |||
| 2025-08-07 | 13F | 塞拉海洋有限责任公司 | 9 | 0.00 | 1 | 0.00 | ||||
| 2025-08-28 | NP | MDYG - SPDR(R) S & P 400 中型成长 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 | 32,669 | -18.22 | 5,017 | -19.12 | ||||
| 2025-06-23 | NP | MGPIX - 中型成长型深度基金投资者类别 | 78 | 50.00 | 11 | 37.50 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 7,019 | 10.54 | 1,024 | -2.48 | ||||
| 2025-08-21 | NP | LUSIX - Lazard 美国系统性小型股股票投资组合机构股 | 374 | -4.83 | 57 | -6.56 | ||||
| 2025-08-26 | NP | JSCSX - 摩根大通美国小公司基金 I 类 | 6,299 | -23.18 | 967 | 38.54 | ||||
| 2025-08-29 | NP | GCAEX - Gabelli 股票收益基金 A 类 | 82,900 | -0.12 | 12,730 | -1.22 | ||||
| 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 | 22,597 | -3.21 | 3,598 | -7.72 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - 中型股 1.5 倍策略基金可变年金 | 30 | -16.67 | 5 | -20.00 | ||||
| 2025-08-26 | NP | TFPN - 蓝图切萨皮克多资产趋势 ETF | 4,720 | 0.00 | 725 | -1.09 | ||||
| 2025-08-08 | 13F | SG资本管理有限公司 | 27,711 | 16.51 | 4,255 | 15.22 | ||||
| 2025-08-12 | 13F | 恒线顾问公司 | 120,642 | 3.07 | 18,526 | 1.93 | ||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 1,414 | 8.77 | 214 | 5.97 | ||||
| 2025-06-27 | NP | MIDU - Direxion 每日中型股牛市 3 倍股 | 613 | -24.13 | 89 | -33.08 | ||||
| 2025-07-24 | 13F | 布莱尔·威廉公司 | 1,764 | 271 | ||||||
| 2025-08-14 | 13F | 高盛集团公司 | 174,401 | 0.19 | 26,781 | -0.91 | ||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 2,002 | 14.20 | 307 | 12.87 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 小盘股票投资组合 I 类 | 2,635 | -16.11 | 405 | -17.04 | ||||
| 2025-08-01 | 13F | 百富勤资本管理有限公司 | 39,584 | -3.25 | 6,079 | -4.31 | ||||
| 2025-08-12 | 13F | EULAV资产管理 | 78,809 | 66.62 | 12,102 | 64.77 | ||||
| 2025-08-04 | 13F | 汉兹金融服务公司 | 187 | 434.29 | 0 | |||||
| 2025-07-31 | 13F | 新泽西州共同养老基金 D | 12,961 | 8.45 | 1,990 | 7.28 | ||||
| 2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 3,535 | 0.00 | 1 | |||||
| 2025-07-24 | NP | ESML - iShares ESG MSCI 美国小型股 ETF | 18,474 | 1.20 | 2,942 | -3.54 | ||||
| 2025-08-14 | 13F | 加拉格尔信托顾问有限责任公司 | 3,905 | 22.72 | 600 | 21.26 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/小型公司指数投资组合 IB 类 | 20,040 | 0.00 | 3,077 | -1.09 | ||||
| 2025-08-28 | NP | IJK - iShares S&P Mid-Cap 400 Growth ETF | 128,188 | -5.33 | 19,685 | -6.38 | ||||
| 2025-07-28 | NP | UWM - ProShares Ultra Russell2000 | 3,560 | -18.72 | 567 | -22.57 | ||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | 1,310 | 201 | ||||||
| 2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert S&P MidCap 400 指数投资组合副总裁 - I 类 | 6,931 | -0.87 | 1,064 | -1.94 | ||||
| 2025-06-26 | NP | DFSV - 维度美国小盘价值 ETF | 80,982 | -27.25 | 11,820 | -35.83 | ||||
| 2025-08-13 | 13F | 古根海姆资本有限公司 | 24,154 | 5.09 | 3,709 | 3.95 | ||||
| 2025-07-17 | 13F | 阿尔卑斯银行财富管理 | 127 | 0.00 | 20 | 0.00 | ||||
| 2025-07-30 | 13F | 达戴维森公司 | 4,750 | -8.67 | 729 | -9.67 | ||||
| 2025-08-28 | NP | TPSC - Timothy Plan 美国小盘股核心 ETF | 3,774 | -9.32 | 580 | -10.37 | ||||
| 2025-08-21 | NP | MXMDX - Great-West S&P Mid Cap 400 指数基金投资者类别 | 16,264 | -5.64 | 2,497 | -6.69 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 5,620 | 53.38 | 863 | 51.94 | ||||
| 2025-04-25 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 7,657 | 2.99 | 1,279 | 4.84 | ||||
| 2025-06-24 | NP | SFSNX - Schwab Fundamental 美国小公司指数基金机构股票 | 25,234 | -5.12 | 3,683 | -16.31 | ||||
| 2025-07-29 | 13F | 美国互助资本管理有限公司 | 17,754 | -2.93 | 2,726 | -3.98 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 1,177 | 0.17 | 187 | -4.59 | ||||
| 2025-06-27 | NP | EBIT - Harbor AlphaEdge 小型股收益者 ETF | 148 | 10.45 | 22 | -4.55 | ||||
| 2025-05-15 | 13F | 美世全球顾问公司 /adv | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | GMSMX - GuideMark(R) 中小盘核心基金服务股票 | 143 | 0.00 | 22 | -4.55 | ||||
| 2025-07-10 | 13F | 长板资产管理有限公司 | 1,369 | 0.00 | 210 | -0.94 | ||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 小型股成长投资组合 IB 类 | 13,010 | 4.83 | 1,998 | 3.69 | ||||
| 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 | 11,531 | -10.83 | 1,771 | -11.81 | ||||
| 2025-07-23 | 13F | Triasima 投资组合管理公司 | 24,176 | 66.89 | 3,712 | 65.05 | ||||
| 2025-05-28 | NP | CDEI - Calvert 美国大盘多元化、股票和包容性指数 ETF | 23 | -23.33 | 4 | -25.00 | ||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 9,614 | 9.30 | 1,476 | 8.13 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 1,482 | 228 | ||||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 57,444 | 2.31 | 8,821 | 1.19 | ||||
| 2025-08-27 | NP | RYMKX - 罗素 2000 1.5 倍策略基金 H 级 | 50 | 0.00 | 8 | 0.00 | ||||
| 2025-08-26 | NP | IRSIX - Voya Russell™ 小盘股指数投资组合 ADV 级 | 7,315 | 1.39 | 1,123 | 0.27 | ||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 2 | -33.33 | 0 | |||||
| 2025-08-14 | 13F | 绿线合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Optiver控股有限公司 | 247 | 15.42 | 38 | 12.12 | ||||
| 2025-08-28 | NP | SPDG - SPDR 投资组合标普行业中性股息 ETF | 17 | 21.43 | 3 | 0.00 | ||||
| 2025-07-25 | NP | CZMVX - 多经理价值策略基金机构类 | 6,489 | 1,033 | ||||||
| 2025-06-18 | NP | 全国共同基金 - 全国基本全盘股票投资组合 R6 级 | 858 | 11.43 | 125 | -1.57 | ||||
| 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 | 18,212 | 2.34 | 2,797 | 1.19 | ||||
| 2025-06-23 | NP | PJARX - 小盘价值基金 II R-3 | 48,965 | 24.26 | 7,147 | 9.60 | ||||
| 2025-07-14 | 13F | 公园大道证券有限公司 | 5,096 | 1 | ||||||
| 2025-08-28 | NP | SPWIX - Simt 小盘成长基金 I 类 | 1,768 | -53.67 | 271 | -54.22 | ||||
| 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 | 439,276 | -22.93 | 64,117 | -32.02 | ||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | Short | -85,413 | -13,116 | |||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理小型股投资组合 1 级 | 310 | -44.64 | 48 | 0.00 | ||||
| 2025-06-25 | NP | BKSE - 纽约梅隆银行美国小盘核心股票 ETF | 1,725 | -19.24 | 252 | -28.90 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | Short | -198 | -30 | |||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 52 | 0.00 | 8 | -12.50 | ||||
| 2025-08-04 | 13F | 阿拉巴马州退休制度 | 43,633 | 0.88 | 6,700 | -0.24 | ||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 47,746 | -13.15 | 7,332 | -14.12 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 923 | 42.66 | 142 | 41.00 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 976 | 28.25 | 150 | 26.27 | ||||
| 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 | 5,719 | -19.67 | 835 | -29.14 | ||||
| 2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 4,427 | -44.10 | 680 | -44.75 | ||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 2 | 0 | ||||||
| 2025-06-25 | NP | FAD - First Trust Multi Cap Growth AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,804 | 7.47 | 409 | -5.10 | ||||
| 2025-05-22 | NP | PENN SERIES FUNDS INC - 中型价值基金 | 3,227 | -50.27 | 501 | -50.15 | ||||
| 2025-08-01 | 13F | 贝西默集团公司 | 1,251 | -2.42 | 0 | |||||
| 2025-08-12 | 13F | 摩根大通公司 | 181,659 | 5.62 | 27,896 | 4.46 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 2,981 | -1.03 | 458 | -2.14 | ||||
| 2025-08-26 | NP | IJH - iShares 核心标普中盘 ETF | 1,162,747 | 0.34 | 178,551 | -0.76 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 5,303 | 4.76 | 814 | 3.69 | ||||
| 2025-05-28 | 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 | 2,311 | 28.67 | 359 | 28.78 | ||||
| 2025-07-15 | 13F | 财务管理专业人士公司 | 2 | 0.00 | 0 | |||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 1,545 | 0.00 | 237 | -0.84 | ||||
| 2025-07-28 | NP | XMLV - Invesco S&P MidCap 低波动性 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 | 60,370 | -9.80 | 9,613 | 1.80 | ||||
| 2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 14,616 | 2,244 | ||||||
| 2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 17,894 | 2.02 | 2,748 | 0.88 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 208 | 16.85 | 32 | 14.81 | ||||
| 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 | 188,628 | 1.15 | 27,532 | -10.78 | ||||
| 2025-07-30 | 13F | 论坛财务管理有限合伙人 | 1,429 | 6.88 | 219 | 5.80 | ||||
| 2025-07-29 | NP | VRTIX - Vanguard Russell 2000 指数基金机构股票 | 179,234 | 9.70 | 28,541 | 4.57 | ||||
| 2025-08-29 | NP | GAUAX - Gabelli 公用事业基金 A 类 | 109,000 | -1.80 | 16,738 | -2.88 | ||||
| 2025-08-29 | NP | JADMX - 小盘机会信托资产净值 | 854 | 0.00 | 131 | -0.76 | ||||
| 2025-08-26 | NP | NOSGX - 北方小盘价值基金 | 37,324 | -15.99 | 5,731 | -16.92 | ||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 26,797 | -4.86 | 4,115 | -5.90 | ||||
| 2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert VP Russell 2000 小型股指数投资组合 - I 类 | 3,644 | 0.00 | 560 | -1.06 | ||||
| 2025-08-13 | 13F | 宽博科技有限公司 | 6,418 | 986 | ||||||
| 2025-07-24 | 13F | IFP 顾问公司 | 12 | 300.00 | 2 | |||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 5,083 | 7.26 | 780 | 6.12 | ||||
| 2025-08-27 | NP | RYMDX - 中型股 1.5 倍策略基金 H 级 | 106 | -8.62 | 16 | -11.11 | ||||
| 2025-07-23 | 13F | 钛信托公司 | 4,600 | 0.00 | 706 | -1.12 | ||||
| 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 | 484 | 8.52 | 74 | 7.25 | ||||
| 2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 摩根大通小型股核心基金服务类别 | 1,272 | 195 | ||||||
| 2025-07-28 | NP | UMDD - ProShares UltraPro MidCap400 | 199 | -35.81 | 32 | -39.22 | ||||
| 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 | 88,746 | 2.85 | 12,953 | -9.27 | ||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 3,713 | -82.38 | 570 | -82.58 | ||||
| 2025-04-25 | NP | VFVA - Vanguard US Value Factor ETF ETF 股票 | 2,809 | 0.00 | 469 | 1.74 | ||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 39,360 | -86.99 | 6,044 | -87.13 | ||||
| 2025-06-26 | NP | TISBX - TIAA-CREF 小型股混合指数基金机构类别 | 45,024 | -2.76 | 6,572 | -14.23 | ||||
| 2025-05-08 | 13F | LGT 财务顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 21,637 | 1.62 | 3,323 | 0.48 | ||||
| 2025-04-18 | 13F | 昌盛财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 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 | 16,200 | -0.65 | 2,365 | -12.38 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 2,970 | 76.58 | 456 | 74.71 | ||||
| 2025-08-13 | 13F | 德纳投资顾问公司 | 43,856 | -8.77 | 6,735 | -9.77 | ||||
| 2025-08-27 | NP | CMJAX - Calvert 美国中盘核心责任指数基金 A 类 | 1,659 | -16.34 | 255 | -17.26 | ||||
| 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 | 949,929 | -6.97 | 151,267 | -11.32 | ||||
| 2025-06-30 | NP | HASCX - 港湾小型价值基金机构类别 | 324,355 | -4.26 | 47,343 | -15.55 | ||||
| 2025-08-05 | 13F | 第四维度财富有限责任公司 | 76 | 0.00 | 12 | 0.00 | ||||
| 2025-06-25 | NP | FTLS - First Trust 多头/空头股票 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 | Short | -8,375 | -1,222 | |||||
| 2025-07-29 | NP | EBI-长景优势ETF | 4,129 | 3,312.40 | 658 | 3,185.00 | ||||
| 2025-08-12 | 13F | Ci投资公司 | 319 | -20.65 | 0 | |||||
| 2025-07-18 | 13F | 第一太平金融 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | NP | SCHK - 嘉信 1000 指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,619 | 0.00 | 417 | -4.58 | ||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 31 | 342.86 | 5 | 300.00 | ||||
| 2025-08-14 | 13F | Aster 资本管理（DIFC）有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 顾问资产管理公司 | 3,765 | 17.80 | 578 | 16.53 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | 31,709 | 17.07 | 4,869 | 15.79 | ||||
| 2025-08-27 | NP | VISVX - 先锋小型股价值指数基金投资者股票 | 558,105 | -3.05 | 85,703 | -4.12 | ||||
| 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 | 65,707 | 0.00 | 10,463 | -4.67 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 690 | 318.18 | 106 | 320.00 | ||||
| 2025-08-13 | 13F | 杰克逊溪投资顾问有限责任公司 | 12,840 | 13.69 | 2 | 0.00 | ||||
| 2025-08-26 | NP | NSIDX - 北方小盘股指数基金 | 16,588 | 0.96 | 2,547 | -0.16 | ||||
| 2025-07-18 | 13F | 巴特利特财富管理有限公司 | 33 | 5 | ||||||
| 2025-08-25 | NP | MMGEX - MassMutual Select 小盘成长股票基金 A 类 | 12,518 | 0.00 | 1,922 | -1.08 | ||||
| 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 | 3,366 | 12.61 | 517 | 11.21 | ||||
| 2025-08-28 | NP | IWO - iShares Russell 2000 Growth ETF | 24,079 | 3,698 | ||||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - 大都会人寿中盘股指数投资组合 A 类 | 13,763 | -3.57 | 2,113 | -4.65 | ||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 5,015 | 1 | ||||||
| 2025-08-26 | NP | Profunds - Profunds 中型价值副总裁 | 97 | 11.49 | 15 | 7.69 | ||||
| 2025-07-28 | NP | AVLVX - Avantis 美国大型价值基金机构类别 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - Russell 2000(R) 1.5x 策略基金可变年金 | 10 | 11.11 | 2 | 0.00 | ||||
| 2025-08-05 | 13F | 康纳布尔办公公司 | 4,072 | 0.00 | 625 | -1.11 | ||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 29,524 | -6.25 | 4,534 | -7.28 | ||||
| 2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 1,013,350 | -0.26 | 155,610 | -1.36 | ||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Ultramid-cap | 74 | -15.91 | 11 | -15.38 | ||||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 2,471 | -2.10 | 379 | -3.07 | ||||
| 2025-08-14 | 13F | 双山资本有限责任公司 | 1,574 | 242 | ||||||
| 2025-05-14 | 13F | 柏瑞投资有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 7,743 | 65.73 | 1,189 | 64.00 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 3,935,460 | 1.21 | 604,329 | 0.10 | ||||
| 2025-08-12 | 13F | 创始者有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 加州教师退休制度 | 31,391 | 0.00 | 4,820 | -1.11 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 小盘成长股票基金初始类别 | 5,339 | 0.00 | 820 | -1.09 | ||||
| 2025-08-19 | 13F | 怀俄明州 | 683 | 105 | ||||||
| 2025-06-30 | NP | VEXPX - VANGUARD EXPLORER 基金投资者股票 | 696,780 | 0.00 | 101,702 | -11.79 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 820 | -10.77 | 126 | -11.97 | ||||
| 2025-06-26 | NP | PQCCX - PGIM QMA 中型核心股票基金 R6 级 | 160 | 14.29 | 23 | 0.00 | ||||
| 2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 196 | 0.00 | 30 | 0.00 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 10,329 | -11.61 | 1,586 | -12.57 | ||||
| 2025-07-28 | NP | SMDV - ProShares Russell 2000 Dividend Growers ETF | 44,995 | -5.73 | 7,165 | -10.13 | ||||
| 2025-08-29 | NP | 加贝利可转换收益证券基金公司 | 150 | 0.00 | 23 | 0.00 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 92,970 | 14,276 | ||||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 1,409 | 216 | ||||||
| 2025-08-14 | 13F | 水手有限责任公司 | 6,000 | -1.78 | 921 | -2.85 | ||||
| 2025-05-01 | 13F | 斯蒂芬斯公司/ar/ | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | 商业银行 | 1,928 | -0.31 | 296 | -1.33 | ||||
| 2025-07-10 | 13F | NorthCrest 资产管理有限责任公司 | 7,422 | -24.48 | 1,182 | -22.56 | ||||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 84,478 | -14.80 | 12,972 | -15.73 | ||||
| 2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 40,027 | 0.52 | 6,147 | -0.58 | ||||
| 2025-06-26 | NP | USMIX - 扩展市场指数基金 | 4,241 | -1.46 | 619 | -13.06 | ||||
| 2025-08-26 | NP | VVICX - Voya VACS 指数系列 SC 投资组合 | 2,516 | 4.79 | 386 | 3.76 | ||||
| 2025-08-22 | NP | FESM - 富达增强型小型股 ETF | 10,885 | -41.42 | 1,672 | -42.08 | ||||
| 2025-08-28 | NP | VYSVX - Vericimetry 美国小型股价值基金 | 7,475 | 0.00 | 1,148 | -1.12 | ||||
| 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 | 61,955 | 5.83 | 9,866 | 0.88 | ||||
| 2025-07-14 | 13F | 农商投资公司 | 31 | 10.71 | 5 | 0.00 | ||||
| 2025-07-30 | 13F | 新墨西哥州教育退休委员会 | 7,200 | 0.00 | 1 | 0.00 | ||||
| 2025-08-27 | NP | BBVSX - Bridge Builder 中小盘价值基金 | 15,861 | -4.39 | 2,436 | -5.44 | ||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 109 | -5.22 | 17 | -5.88 | ||||
| 2025-07-29 | 13F | 雷莫尔社区银行 | 37,844 | 0.00 | 5,811 | -1.11 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 4,820 | -1.91 | 740 | -2.89 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 7,100 | 5.97 | 1,090 | 4.81 | ||||
| 2025-05-02 | 13F | 内华达州惠蒂尔信托公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 2,849 | 0.07 | 437 | -1.13 | ||||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 252 | -23.17 | 39 | -24.00 | ||||
| 2025-06-26 | NP | SMLF - iShares Edge MSCI 多因子美国小型股 ETF | 17,594 | 11.62 | 2,568 | -1.53 | ||||
| 2025-05-30 | NP | JAMVX - Janus Henderson 中型价值投资组合服务股票 | 4,250 | -54.32 | 660 | -54.27 | ||||
| 2025-08-26 | NP | TLSTX - 股票指数基金 | 491 | 0.00 | 75 | -1.32 | ||||
| 2025-07-15 | 13F | 马瑟集团有限责任公司。 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | NAESX - 先锋小型股指数基金投资者股票 | 873,545 | -1.65 | 134,142 | -2.74 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 14,892 | 6.57 | 2,287 | 5.39 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳基本投资有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 中盘指数基金 I 类 | 14,871 | 1.59 | 2,284 | 0.48 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 2,958 | 57.68 | 432 | 39.03 | ||||
| 2025-08-13 | 13F | 麦肯齐金融公司 | 4,810 | 0.00 | 739 | -1.07 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 22,047 | 6.41 | 3,218 | -6.16 | ||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 2,845 | -0.04 | 437 | 8.46 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 118,760 | 37.13 | 18,237 | 35.61 | ||||
| 2025-07-28 | NP | QVMM - Invesco S&P MidCap 400 QVM 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 | 4,863 | 4.65 | 774 | -0.26 | ||||
| 2025-07-31 | 13F | 财通国际资产管理有限公司 | 6 | 100.00 | 1 | |||||
| 2025-08-14 | 13F | 两个 Sigma 顾问，有限合伙人 | 4,300 | -89.56 | 660 | -89.68 | ||||
| 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 | 51,047 | 8.26 | 8,129 | 3.19 | ||||
| 2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 1,991 | -13.02 | 306 | -14.08 | ||||
| 2025-08-04 | 13F | 创意金融设计公司 /adv | 20 | -50.00 | 3 | -50.00 | ||||
| 2025-08-12 | 13F | TCTC 控股有限公司 | 243 | 0.00 | 37 | 0.00 | ||||
| 2025-08-27 | NP | BBTSX - Bridge Builder 税务管理中小型股基金 | 9,411 | 0.00 | 1,445 | -1.10 | ||||
| 2025-07-25 | 13F | 阿特里亚财富解决方案公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 联邦股权服务有限公司 | 4,812 | -6.45 | 1 | |||||
| 2025-06-25 | NP | FIDU - 富达 MSCI 工业指数 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 | 8,071 | 1.57 | 1,178 | -10.35 | ||||
| 2025-07-15 | 13F | 北极星投资管理公司 | 16,022 | 0.00 | 2,460 | -1.09 | ||||
| 2025-08-11 | 13F | 入口点资本有限责任公司 | 2,783 | -29.53 | 427 | -30.34 | ||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 1 | 0.00 | 0 | |||||
| 2025-04-16 | 13F | 伦巴底奥迪尔 SCmA 公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-23 | NP | MLPIX - 中型价值深度投资者类别 | 28 | -93.76 | 4 | -94.59 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 小盘价值投资组合 I 类 | 18,508 | -23.73 | 2,842 | -24.56 | ||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 多因素美国股票基金 (I) | 3,884 | 0.00 | 596 | -1.16 | ||||
| 2025-08-29 | NP | SA 基金投资信托 - SA 美国小型公司基金 | 3,309 | 0.00 | 508 | -0.97 | ||||
| 2025-08-26 | NP | Profunds - Profunds 中型成长股副总裁 | 202 | 9.19 | 31 | 10.71 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 1,912 | -73.14 | 294 | -73.39 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL DFA 美国核心股票基金 | 1,483 | 0.00 | 228 | -1.30 | ||||
| 2025-08-04 | 13F | 品尼高联合有限公司 | 2,020 | 6.32 | 310 | 5.08 | ||||
| 2025-07-28 | NP | AVUSX - Avantis 美国股票基金机构类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,235 | 0.00 | 356 | -4.83 | ||||
| 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 | 6,809 | 17.01 | 994 | 3.22 | ||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 5 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | 德肖公司 | 82,666 | 281.62 | 12,694 | 277.46 | ||||
| 2025-08-26 | NP | BlackRock Advantage US Total Market Fund, Inc. - BlackRock Advantage US Total Market Fund, Inc. 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 | 512 | -61.01 | 79 | -61.58 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 小型成长型投资组合 | 5,506 | -2.50 | 846 | -3.54 | ||||
| 2025-08-12 | 13F | 国营农场互助汽车保险公司 | 5,427,338 | -2.38 | 833,422 | -3.46 | ||||
| 2025-08-12 | 13F | 艾根投资管理有限公司 | 2,717 | 417 | ||||||
| 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 | 27,500 | 4.96 | 4,223 | 3.79 | ||||
| 2025-08-26 | NP | Profunds - Profunds 小型股副总裁 | 82 | 2.50 | 13 | 0.00 | ||||
| 2025-05-29 | NP | CSA - VictoryShares 美国小盘股波动性 Wtd ETF | 411 | -41.78 | 64 | -42.20 | ||||
| 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 | 787 | 5.92 | 121 | 4.35 | ||||
| 2025-08-14 | 13F | Nfj 投资集团有限公司 | 16,877 | -8.71 | 2,592 | -9.72 | ||||
| 2025-08-13 | 13F | 加贝利基金有限责任公司 | 965,300 | -2.18 | 148,231 | -3.26 | ||||
| 2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 73,476 | 0.74 | 11,283 | -0.38 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 879,139 | 0.76 | 135,017 | -0.36 | ||||
| 2025-08-15 | 13F | Kestra 投资管理有限责任公司 | 78 | 0.00 | 12 | 0.00 | ||||
| 2025-08-06 | 13F | AE 财富管理有限责任公司 | 3,465 | -13.20 | 532 | -14.05 | ||||
| 2025-08-08 | 13F | 十字马克全球控股公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 35,117 | 1.24 | 5,393 | 0.11 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 小盘指数基金 II 类 | 6,738 | 8.22 | 1,035 | 7.04 | ||||
| 2025-05-07 | 13F | 顶峰财富管理咨询集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | 海明顿财富管理 | 167 | 0.00 | 0 | |||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 3,921 | 12.96 | 603 | 11.90 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates 有限责任公司 | 2,633 | 0.00 | 404 | -0.98 | ||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 3 | 200.00 | 0 | |||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 128,192 | 205.39 | 19,685 | 202.06 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL 中盘指数基金 (I) | 39,389 | -2.16 | 6,049 | -3.25 | ||||
| 2025-08-05 | 13F | 纽约梅隆银行 | 307,726 | 0.14 | 47,254 | -0.96 | ||||
| 2025-08-28 | NP | IWN - iShares Russell 2000 价值 ETF | 293,663 | -10.47 | 45,095 | -11.45 | ||||
| 2025-07-29 | NP | IVOO - Vanguard S&P Mid-Cap 400 指数基金 ETF 股票 | 52,823 | 5.83 | 8,412 | 0.88 | ||||
| 2025-06-23 | NP | UMPIX - 超中型深度投资者类别 | 281 | -27.20 | 41 | -34.92 | ||||
| 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 | 193,179 | 0.08 | 30,762 | -4.60 | ||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 0 | -100.00 | 0 | |||||
| 2025-05-30 | NP | JMIVX - Janus Henderson 中盘价值基金 L 级 | 78,435 | -53.24 | 12,179 | -53.15 | ||||
| 2025-07-18 | 13F | 信托金融公司 | 2,647 | 1.34 | 406 | 0.25 | ||||
| 2025-08-14 | 13F | 耆那全球有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/dfa 美国核心股票基金 (a) | 2,518 | 0.00 | 387 | -1.03 | ||||
| 2025-07-23 | 13F | 嘉湖财富顾问有限公司 | 7,073 | -0.79 | 1,086 | -1.81 | ||||
| 2025-08-29 | NP | JAEWX - 小盘股指数信托资产净值 | 6,835 | 0.46 | 1,050 | -0.66 | ||||
| 2025-08-12 | 13F | 明桥投资有限责任公司 | 85,836 | -16.89 | 13,181 | -17.80 | ||||
| 2025-08-12 | 13F | 博克夫，那 | 17 | -19.05 | 3 | -33.33 | ||||
| 2025-08-15 | 13F | 联合服务汽车协会 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - S&P MidCap 400® 指数投资组合 | 6,478 | -1.61 | 995 | -2.74 | ||||
| 2025-07-25 | NP | MIDE - Xtrackers S&P MidCap 400 ESG ETF | 94 | -29.32 | 15 | -36.36 | ||||
| 2025-08-15 | 13F | 认真的合作伙伴有限责任公司 | 3,086,216 | 0.03 | 473,919 | -1.07 | ||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 1,245 | 198 | ||||||
| 2025-08-27 | NP | CSXAX - Calvert 美国大盘核心责任指数基金 A 类 | 6,934 | 0.00 | 1,065 | -1.12 | ||||
| 2025-08-29 | NP | SA 基金投资信托 - SA 美国核心市场基金 | 410 | 0.00 | 63 | -1.59 | ||||
| 2025-08-13 | 13F | 挪威银行 | 381,748 | 58,621 | ||||||
| 2025-07-24 | 13F | 托莱多信托公司 Na /oh/ | 152 | 23 | ||||||
| 2025-08-14 | 13F | 恩康帕斯资本顾问有限责任公司 | 149,944 | 23,025 | ||||||
| 2025-07-16 | 13F | 签名有限责任公司 | 410 | 4.86 | 63 | 3.33 | ||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 17,591 | 179.18 | 2,701 | 176.18 | ||||
| 2025-07-09 | 13F | 戈尔泽投资管理公司 | 26,923 | -0.96 | 4,134 | -2.04 | ||||
| 2025-07-09 | 13F | 第一银行与信托 | 1,575 | 0.00 | 242 | -1.23 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 9,172 | 7.97 | 1,408 | 6.75 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 中型股指数投资组合 1 级 | 5,994 | 6.14 | 875 | -6.42 | ||||
| 2025-07-29 | NP | VINAX - 先锋工业指数基金 Admiral Shares | 35,157 | -5.23 | 5,598 | -9.67 | ||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | Short | -56,552 | 154.80 | -8,684 | 152.00 | |||
| 2025-08-27 | NP | VSTCX - 先锋战略小型股票基金投资者股票 | 2,799 | 430 | ||||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 597 | 4.55 | 92 | 3.41 | ||||
| 2025-08-11 | 13F | 基石规划集团有限责任公司 | 46 | -38.67 | 7 | -40.00 | ||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | Short | -6,504 | 113.32 | -999 | 110.99 | |||
| 2025-08-28 | NP | STFBX - State Farm 平衡基金 | 4,200 | 0.00 | 645 | -1.23 | ||||
| 2025-07-17 | 13F | 迪努佐私人财富有限公司 | 10 | 0.00 | 2 | 0.00 | ||||
| 2025-07-25 | 13F | 优素福资本管理有限公司 | 12,064 | -2.21 | 1,853 | -3.29 | ||||
| 2025-08-14 | 13F | 范式资本管理公司/纽约 | 6,550 | -27.62 | 1,006 | -28.47 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 3,700 | 2.78 | 568 | 1.79 | ||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 9,831 | 2.24 | 1,510 | 1.07 | ||||
| 2025-08-27 | NP | RYRUX - Russell 2000 2x 策略基金 A 级股票 | 183 | 1.67 | 28 | 3.70 | ||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | Short | -4,146 | -10.05 | -637 | -11.05 | |||
| 2025-04-29 | 13F | 萨顿广场投资者有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | VEXMX - 先锋扩展市场指数基金投资者股票 | 551,547 | 0.98 | 84,696 | -0.13 | ||||
| 2025-08-14 | 13F | 威斯康星州投资委员会 | 12,099 | -11.90 | 1,858 | -12.90 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT 小盘价值投资组合 IB 级 | 5,326 | -6.38 | 818 | -7.47 | ||||
| 2025-08-29 | NP | GCASX - Gabelli 小盘成长基金 A 类 | 314,600 | -1.99 | 48,310 | -3.07 | ||||
| 2025-08-13 | 13F | 阿蒙迪 | 0 | -100.00 | 0 | |||||
| 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 | 14,179 | 13.59 | 2,070 | 0.19 | ||||
| 2025-05-15 | 13F | 克雷斯特莱恩管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -340 | -52 | |||||
| 2025-06-30 | NP | VYM - Vanguard 高股息收益率指数基金 ETF 股票 | 134,664 | -8.68 | 19,656 | -19.44 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | 84,643 | 57.65 | 12,998 | 55.91 | ||||
| 2025-07-02 | 13F | 中央太平洋银行 - 信托部 | 13,200 | 0.00 | 2,027 | -1.12 | ||||
| 2025-08-07 | 13F | 中央信托公司 | 99 | 0.00 | 15 | 0.00 | ||||
| 2025-08-12 | 13F | 瑞士国家银行 | 64,700 | -1.07 | 9,935 | -2.16 | ||||
| 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 | 887 | -4.21 | 141 | -8.44 | ||||
| 2025-08-11 | 13F | 交响金融有限公司 | 1,382 | 212 | ||||||
| 2025-06-24 | NP | TNVAX - 1290 GAMCO 中小盘价值基金 A 类 | 12,900 | 0.00 | 1,883 | -11.81 | ||||
| 2025-08-14 | 13F | 联信银行 | 14,635 | -0.79 | 2,247 | -1.88 | ||||
| 2025-08-22 | NP | DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 小盘股指数 VIP A 级 | 5,505 | 1.81 | 845 | 0.72 | ||||
| 2025-07-23 | NP | NSDVX - 北极星股息基金 I 类股票 | 14,000 | 0.00 | 2,229 | -4.66 | ||||
| 2025-08-14 | 13F | 柏图斯信托公司 (LTA) | 2,061 | -35.47 | 316 | -36.16 | ||||
| 2025-07-17 | 13F | 全球信托资产管理有限责任公司 | 5 | 0.00 | 1 | |||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 1 | -50.00 | 0 | |||||
| 2025-08-14 | 13F | 阿尔格特全球有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 187,835 | 429.50 | 28,844 | 423.66 | ||||
| 2025-08-27 | NP | VSEQX - 先锋战略股票基金投资者股份 | 29,617 | 5.10 | 4,548 | 93.98 | ||||
| 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 | 4,334 | -0.73 | 690 | -5.35 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 1,081,391 | -1.07 | 166,058 | -2.15 | ||||
| 2025-08-29 | NP | 加贝利公用事业信托 | 20,700 | -1.43 | 3,179 | -2.52 | ||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 1 | 0 | ||||||
| 2025-08-11 | 13F | 花旗集团 | 16,165 | -46.33 | 2,482 | -46.92 | ||||
| 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 | 19,938 | 0.12 | 3,175 | -4.57 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 445,494 | -3.05 | 68,410 | -4.12 | ||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 1,605,404 | -11.67 | 246,531 | -12.64 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 3,272 | 84.55 | 503 | 82.55 | ||||
| 2025-07-31 | 13F | 猎户座资本管理有限公司 | 252 | 0.00 | 39 | -2.56 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Russell 中小型股指数基金投资者 A | 4,874 | 11.66 | 711 | -1.52 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 1,500 | -54.55 | 230 | -55.08 | |||
| 2025-08-14 | 13F | Peak6有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 48,733 | 13.65 | 7,483 | 12.41 | ||||
| 2025-05-30 | NP | Gabelli Capital 系列基金公司 - Gabelli Capital 资产基金 Aaa 级 | 9,000 | -16.67 | 1,397 | -16.50 | ||||
| 2025-08-27 | NP | BBGSX - Bridge Builder 中小型股成长基金 | 567 | 31.25 | 87 | 52.63 | ||||
| 2025-08-29 | NP | JSIVX - Janus Henderson 小盘价值基金 L 级 | 124,691 | 0.00 | 19,148 | -1.10 | ||||
| 2025-08-13 | 13F | SageView 咨询集团有限责任公司 | 4,785 | 0.25 | 730 | -1.62 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 8,058 | 3.77 | 1,237 | 2.66 | ||||
| 2025-07-30 | 13F | 惠蒂尔信托公司 | 1,223 | 0.00 | 188 | -1.06 | ||||
| 2025-08-04 | 13F | 联合银行 | 15,698 | -1.10 | 2 | 0.00 | ||||
| 2025-08-04 | 13F | 尖峰财富管理 | 4 | 0.00 | 1 | |||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 5,711 | -0.40 | 877 | -1.46 | ||||
| 2025-08-11 | 13F | 海克斯康资本合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | 奥利弗卢克斯资产有限责任公司 | 14,519 | 2,230 | ||||||
| 2025-05-15 | 13F | 星云研究与开发有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 金融网络财富顾问有限责任公司 | 6 | 0.00 | 1 | |||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 2,891 | 2,010.22 | 444 | 2,009.52 | ||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 19 | 0.00 | 3 | 0.00 | ||||
| 2025-07-29 | NP | IVOV - Vanguard S&P Mid-Cap 400 Value Index Fund ETF 股票 | 9,961 | 2.14 | 1,586 | -2.64 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - ATM 小盘波动率管理投资组合 K 级 | 11,669 | -2.47 | 1,792 | -3.55 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 167 | 17.61 | 26 | 13.64 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/2000 管理波动性投资组合 IB 级 | 41,739 | 1.35 | 6,409 | 0.23 | ||||
| 2025-07-28 | 13F | 纽约州教师退休制度 | 37,722 | 0.00 | 6 | 0.00 | ||||
| 2025-08-15 | 13F | 摩根士丹利 | 293,512 | 9.47 | 45,072 | 8.27 | ||||
| 2025-08-29 | NP | JAEYX - 中型股指数信托资产净值 | 13,963 | -1.78 | 2,144 | -2.85 | ||||
| 2025-08-14 | 13F | 莱加托资本管理有限公司 | 1,839 | -71.99 | 282 | -72.33 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 小盘股指数投资组合 I 类 | 9,545 | 3.47 | 1,466 | 2.30 | ||||
| 2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - 400 指数股票投资组合 | 17,039 | 1.09 | 2,617 | -0.04 | ||||
| 2025-08-14 | 13F | 斯诺登资本顾问有限责任公司 | 1,493 | -9.62 | 229 | -10.55 | ||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 2,515 | -0.32 | 0 | |||||
| 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 | 6,266 | 1.79 | 962 | 0.73 | ||||
| 2025-06-23 | NP | SLPIX - 小盘股深度投资者类别 | 35 | -10.26 | 5 | -16.67 | ||||
| 2025-07-28 | NP | ITWO - ProShares Russell 2000 高收益 ETF | 605 | -2.89 | 96 | -7.69 | ||||
| 2025-07-01 | 13F | 港口投资咨询有限公司 | 24 | 0.00 | 4 | 0.00 | ||||
| 2025-04-24 | NP | OASC-OneAscent 小型股核心 ETF | 644 | 12.00 | 108 | 13.83 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 56 | 0.00 | 9 | 0.00 | ||||
| 2025-08-26 | NP | IJSIX - VY(R) 摩根大通小盘核心股票投资组合 I 类 | 1,114 | -46.95 | 171 | -3.93 | ||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 7,971 | 0.87 | 1,224 | -0.16 | ||||
| 2025-08-14 | 13F | 沃洛里奇投资管理有限公司 | 44,293 | -48.64 | 6,802 | -49.21 | ||||
| 2025-08-05 | 13F | 伯尼公司/ | 2,902 | -10.15 | 446 | -11.18 | ||||
| 2025-08-14 | 13F | 曼氏集团 | 2,903 | -42.91 | 446 | -43.60 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 阿拉斯加州税务部 | 4,009 | -3.49 | 1 | |||||
| 2025-05-27 | NP | AXVNX - Acclivity 小盘价值基金 Acclivity 小盘价值 N 类股票 | 223 | -41.47 | 35 | -42.37 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 18,240 | 2,662 | ||||||
| 2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 10,891 | 0.68 | 1,672 | -0.42 | ||||
| 2025-08-12 | 13F | 少尉峰顾问公司 | 410,550 | 11.07 | 63,044 | 9.85 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 154 | 6.21 | 22 | -4.35 | ||||
| 2025-07-30 | 13F | 道德公司 | 3,533 | 34.44 | 548 | 33.41 | ||||
| 2025-08-13 | 13F | 谢尔顿资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 7,333 | 1.38 | 1,126 | 0.27 | ||||
| 2025-07-25 | NP | WSML - iShares MSCI 全球小型股 ETF | 2,002 | 319 | ||||||
| 2025-07-29 | NP | SMXAX - SIIT 扩展市场指数基金 - A 类 | 5,652 | 9.70 | 900 | 4.65 | ||||
| 2025-06-26 | NP | DFAT - 维度美国目标价值 ETF | 79,052 | 3.73 | 11,538 | -8.50 | ||||
| 2025-07-21 | 13F | 沃恩·尼尔森投资管理有限公司 | 434,415 | 52.71 | 66,709 | 151,509.09 | ||||
| 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 | 7,462 | -8.69 | 1,089 | -19.45 | ||||
| 2025-07-21 | 13F | 山顶国家银行 | 999 | 34.45 | 153 | 33.04 | ||||
| 2025-08-08 | 13F | 美国信安金融集团 | 81,920 | -0.57 | 12,580 | -1.67 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 137 | 407.41 | 21 | 425.00 | ||||
| 2025-08-27 | NP | CFJAX - Calvert 美国大盘价值责任指数基金 A 类 | 6,565 | 0.00 | 1,008 | -1.08 | ||||
| 2025-08-26 | NP | XJH - iShares ESG 筛选标普中盘 ETF | 3,850 | 1.61 | 591 | 0.51 | ||||
| 2025-07-15 | 13F | 鹏瑞利顾问有限公司 | 5,978 | -0.83 | 918 | -1.93 | ||||
| 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 | 2,433 | 0.00 | 374 | -1.06 | ||||
| 2025-06-25 | NP | LMARX - ClearBridge 小盘基金 R 级 This fund is a listed as child fund of Clearbridge, 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 | 72,942 | -2.41 | 10,647 | -13.92 | ||||
| 2025-08-11 | 13F | 新时代阿尔法顾问有限责任公司 | 1,910 | -2.05 | 293 | -2.98 | ||||
| 2025-08-11 | 13F | 赖斯霍尔詹姆斯联合有限公司 | 24,417 | -0.22 | 3,749 | -1.32 | ||||
| 2025-07-29 | NP | VTWV - Vanguard Russell 2000 价值指数基金 ETF 股票 | 23,736 | -4.51 | 3,780 | -8.98 | ||||
| 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 | 10,535 | 1.66 | 1,538 | -10.33 | ||||
| 2025-05-15 | 13F | 野村控股公司 | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 286 | 10.42 | 44 | 7.50 | ||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 623 | 26.88 | 91 | 11.11 | ||||
| 2025-08-22 | NP | PVFAX - 范式价值基金 | 5,800 | -30.12 | 891 | -30.90 | ||||
| 2025-08-29 | NP | GAGAX - Gabelli 全球上升收入和股息基金 A 类 | 100 | 15 | ||||||
| 2025-08-14 | 13F | 综合投资顾问有限责任公司 | 2,415 | -37.81 | 371 | -38.54 | ||||
| 2025-06-25 | NP | 富国银行主信托 - 富国银行小型公司价值投资组合小型公司价值投资组合 | 32,519 | -8.35 | 4,746 | -19.16 | ||||
| 2025-05-15 | 13F | 布雷文·霍华德资本管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-21 | NP | VLEOX - 价值线小盘机会基金公司 | 76,800 | 62.37 | 11,793 | 60.58 | ||||
| 2025-08-14 | 13F | 海德兰兹技术有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 2,023 | 0.00 | 311 | -1.27 | ||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 18 | 0.00 | 3 | 0.00 | ||||
| 2025-08-26 | NP | Profunds - Profund 超小型股副总裁 | 125 | -3.10 | 19 | -5.00 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | 33,789 | -41.75 | 5,189 | -42.40 | ||||
| 2025-08-14 | 13F | 旧金山费城财务管理有限责任公司 | 96,174 | 14,768 | ||||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 1,592 | -2.21 | 244 | -3.17 | ||||
| 2025-07-29 | 13F | 互动财务顾问 | 4,505 | 0.02 | 692 | -1.14 | ||||
| 2025-07-30 | 13F | 契约伙伴有限责任公司 | 1,730 | 0.00 | 266 | -1.12 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 47,358 | -10.04 | 7,272 | -11.02 | ||||
| 2025-08-14 | 13F | Smartleaf资产管理有限责任公司 | 86 | -33.85 | 13 | -35.00 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 3,041 | -9.39 | 484 | -7.10 | ||||
| 2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 1,300 | 0.00 | 200 | -1.00 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 45 | 18.42 | 7 | 20.00 | ||||
| 2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 11,108 | 2.55 | 1,706 | 1.43 | ||||
| 2025-08-13 | 13F | 亚利桑那州退休系统 | 9,891 | 2.13 | 1,519 | 1.00 | ||||
| 2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 2 | 0 | ||||||
| 2025-08-28 | NP | MDYV - SPDR(R) S & P 400 中盘价值 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 | 23,214 | -1.56 | 3,565 | -2.65 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 63 | 12.50 | 10 | 12.50 | ||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | -210 | -0.95 | ||||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 中型股指数投资组合 A 类 | 8,406 | 0.88 | 1,291 | -0.23 | ||||
| 2025-08-29 | NP | Gabelli 全球公用事业和收入信托 | 4,000 | 0.00 | 614 | -1.13 | ||||
| 2025-05-05 | 13F | 私人顾问集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Put | 1,300 | 200 | |||||
| 2025-08-14 | 13F | Peak6有限责任公司 | 192 | 29 | ||||||
| 2025-07-23 | 13F | 文丘里财富管理有限责任公司 | 1,701 | 9.53 | 261 | 8.30 |
Other Listings
| US:GATX | US$167.64 |
