PW2 机构投资人持股和股东 鲍威尔工业公司 (DB) 股票

鲍威尔工业公司
DE ˙ DB ˙ US7391281067
€228.40 ↓ -3.60 (-1.55%)
2025-09-08
分享价格
基本统计
机构股东 710 total, 695 long only, 2 short only, 13 long/short - change of 3.64% MRQ
股价 228.40
平均投资组合配置 0.2648 % - change of 32.84% MRQ
已发行股票 shares (source: Capital IQ)
法人股（长期） 15,013,512 - 124.40% (ex 13D/G) - change of 0.89MM shares 6.28% MRQ
制度价值（长期） $ 2,983,321 USD ($1000)
机构投资人持股和股东

Powell Industries, Inc. (DE:PW2) 有 710 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 15,034,419 股股票。 最大股东包括 Transform Wealth, LLC, Kovitz Investment Group Partners, LLC, BlackRock, Inc., Vanguard Group Inc, IJR - iShares Core S&P Small-Cap ETF, Dimensional Fund Advisors Lp, First Trust Advisors Lp, State Street Corp, Invesco Ltd., and VTSMX - Vanguard Total Stock Market Index Fund Investor Shares .

Powell Industries, Inc. (DB:PW2)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 8, 2025 is 228.40 / share. Previously, on September 9, 2024, the share price was 135.70 / share. This represents an increase of 68.31% over that period.

DE:PW2 / Powell Industries, Inc. Institutional Ownership
基金情绪分数

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

更新频率：每日

请参阅“持股资源管理器”，它提供了排名最高的公司的列表。

查看排名最高的股票
13F和NPORT备案

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

更新 解锁高级数据并导出到Excel .

Important Note

In an effort to reduce load times for our mobile users, we are testing some ways to deliver lighter pages.

In this first test, we will deliver only the most recent 750 transactions (out of 853 for this stock). If you are interested in loading *all* the transactions for this company, click the "load all" button below. This is just a test and if you don't like it, please let us know by submitting some gentle feedback via the link at the bottom of this page.

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
(%)
2025-08-14 13F 罗杰斯兄弟公司 8,350 0.00 1,757 23.56
2025-07-11 13F/A Umb Bank 北美/月 315 4.30 66 29.41
2025-08-26 NP VVICX - Voya VACS 指数系列 SC 投资组合 666 7.59 140 33.33
2025-08-14 13F Aster 资本管理（DIFC）有限公司 295 62
2025-07-23 13F Klp资本管理公司 2,100 16.67 442 44.12
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 657 0.00 120 -23.57
2025-08-08 13F 宾夕法尼亚州公立学校就业重新注册系统 2,417 7.33 509 32.64
2025-08-14 13F 坎德洛资本管理有限公司 17,600 -26.71 3,704 -9.46
2025-05-16 13F 麦克拉斯和埃克有限责任公司 0 -100.00 0
2025-08-12 13F Legal & General 集团有限公司 27,248 6.92 5,734 32.12
2025-05-09 13F 地理财富管理有限责任公司 0 -100.00 0
2025-03-24 13F/A 惠灵顿管理集团有限责任公司 0 -100.00 0
2025-08-29 NP SA 基金投资信托 - SA 美国小型公司基金 1,101 0.00 232 23.53
2025-08-12 13F 旅程战略财富有限公司 1,065 224
2025-07-29 13F 美国互助资本管理有限公司 1,209 -11.82 254 9.01
2025-08-13 13F 北方信托公司 119,019 11.56 25,048 37.83
2025-08-27 NP AIM 可变保险基金（INVESCO 可变保险基金）- INVESCO VI 小盘股票基金系列 I 12,337 87.81 2,596 132.20
2025-08-07 13F 第一达拉斯证券公司 1,950 410
2025-08-14 13F 科学技术研究有限责任公司 0 -100.00 0
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 1,192 4.47 251 28.87
2025-08-26 NP Texas Capital Funds Trust - Texas Capital 德克萨斯股票指数 ETF 84 5.00 18 30.77
2025-08-11 13F 罗斯柴尔德投资有限公司 55 83.33 12 120.00
2025-08-14 13F/A 斯科波斯实验室有限公司 79 -54.07 17 -44.83
2025-07-14 13F 伽玛投资有限责任公司 797 32.61 168 63.73
2025-08-13 13F 耶鲁山投资顾问有限公司 156 33
2025-08-27 NP HRSCX - Carillon Eagle 小盘成长基金 A 类 19,842 -5.93 4,176 16.23
2025-08-15 13F 龙骨点有限责任公司 3,010 633
2025-07-25 13F 海明顿财富管理 3 0
2025-08-05 13F Simplex 贸易有限公司 Put 3,600 -68.70 1 -100.00
2025-08-05 13F Simplex 贸易有限公司 Call 20,200 -19.84 4 0.00
2025-07-29 NP SLPAX - Siit 小盘基金 - A 类 1,184 0.00 201 0.00
2025-08-07 13F 奥尔沃斯金融有限公司 23 0.00 5 0.00
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - 美国小型成长型投资组合机构类别 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 14,240 0.00 2,607 -23.64
2025-05-05 13F 詹尼森联合有限公司 0 -100.00 0
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 112 0.00 24 21.05
2025-07-17 13F 澳斯比尔投资管理有限公司 17,250 6.58 3,630 31.71
2025-08-14 13F 普莱斯 T Rowe Associates Inc /md/ 8,033 8.94 2 0.00
2025-08-04 13F 资产标记公司 13,497 -8.75 2,840 12.74
2025-08-07 13F 洛杉矶资本管理有限公司 6,417 -21.88 1,350 -3.50
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 21,390 0.00 3,917 -23.63
2025-08-28 NP SEIS – SEI 精选小型股 ETF 1,981 -47.94 417 -35.80
2025-08-14 13F 魁北克加丁储蓄银行联合会 109 0.00 23 22.22
2025-08-08 13F 等投资顾问公司 5,000 1.28 1,052 25.24
2025-07-25 13F 优素福资本管理有限公司 3,532 0.28 743 24.04
2025-08-14 13F/A 洛克菲勒资本管理有限责任公司 124,866 6.93 26,278 32.12
2025-08-28 NP SSBIX - 道富平衡指数基金 K 类 56 0.00 12 22.22
2025-08-26 NP PAEAX - Putnam动态资产配置成长基金A类股 1,300 0.00 274 23.53
2025-08-12 13F 科尔德斯特里姆资本管理公司 0 -100.00 0
2025-06-23 NP PPNMX - 小型股成长基金 I R-3 937 -3.00 172 -25.97
2025-08-11 13F B.梅茨勒塞尔。索恩公司 8,408 0.00 1,769 23.53
2025-08-19 13F 国家资产管理公司 0 -100.00 0
2025-07-25 13F 俄勒冈州公务员退休基金 2,154 0.00 453 23.77
2025-07-29 NP ORSIX - NORTH SQUARE 动态小盘基金 I 类 5,070 26.75 860 26.70
2025-08-14 13F 立体派系统策略有限责任公司 Put 13,300 0.00 2,799 23.53
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 17,641 2.33 2,992 2.26
2025-04-28 NP VUSE - Vident 核心美国股票基金 19,375 6.96 3,288 -32.11
2025-07-25 13F 下半年金融合作伙伴有限责任公司 959 202
2025-08-14 13F 立体派系统策略有限责任公司 Call 12,800 -45.53 2,694 -32.71
2025-03-27 NP AZTD - Aztlan 全球股票精选 DM SMID ETF 2,053 492
2025-05-29 NP CSA - VictoryShares 美国小盘股波动性 Wtd ETF 121 -19.33 21 -39.39
2025-07-16 13F 顾问管理集团公司 /adv 34,572 0.89 7 40.00
2025-08-07 13F 三菱UFJ国际资产管理有限公司 40 0.00 8 33.33
2025-08-13 13F 诚信合作伙伴有限责任公司 54,818 9.86 11,537 35.73
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 7,108 2.90 1,496 27.13
2025-08-07 13F 肯塔基州教师退休制度 2,421 0.00 1
2025-07-23 13F 冯托贝尔控股有限公司 1,335 -0.15 281 23.35
2025-08-12 13F 奥肖内西资产管理有限公司 1,175 -9.06 247 12.27
2025-05-05 13F 杰克逊溪投资顾问有限责任公司 0 -100.00 0
2025-08-29 NP DES - WisdomTree 美国小型股股息基金 不适用 9,611 5.21 2,023 30.03
2025-08-28 NP GMSMX - GuideMark(R) 中小盘核心基金服务股票 451 0.00 95 23.68
2025-07-23 NP CFSLX - 专栏小型股基金 1,200 0.00 204 0.00
2025-08-06 NP 林肯可变保险产品信托 - LVIP 美国世纪纪律核心价值基金服务类 1,605 -24.26 338 -6.39
2025-08-29 NP EES - WisdomTree 美国小型股基金 不适用 4,234 -0.19 891 23.41
2025-08-18 13F 战术顾问有限责任公司 0 -100.00 0
2025-08-27 NP FAEQX - PFM 多经理国内股票基金机构类 2,215 -9.00 466 12.56
2025-06-27 NP BIVIX - Invenomic 基金机构类别股票 0 -100.00 0 -100.00
2025-08-28 NP WFIVX - Wilshire 5000 指数基金投资类别 33 0.00 7 20.00
2025-08-12 13F 恒线顾问公司 26,645 4.64 5,607 29.28
2025-07-31 13F/A 亚飞财富 3 0
2025-08-14 13F 两西格码投资有限合伙人 38,146 849.85 8,028 1,073.54
2025-06-23 NP SGPIX - 小盘成长型深度投资者类别 57 -3.39 10 -28.57
2025-05-14 13F 箭街资本有限合伙企业 0 -100.00 0
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 3,654 -4.32 769 18.15
2025-07-29 13F 弗吉尼亚退休系统等 2,900 -9.38 610 11.93
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 501 9.87 105 36.36
2025-08-27 NP Jnl 系列信托 - Jnl 多管理人小盘价值基金 (a) 8,838 26.08 1,860 441.98
2025-08-13 13F 波托兰资本管理有限公司 170,558 220.45 35,894 295.95
2025-07-07 13F Versant 资本管理公司 170 14.86 36 40.00
2025-05-12 13F 塞拉峰会顾问有限公司 0 -100.00 0
2025-08-12 13F 贝莱德公司 1,395,598 -4.30 293,704 18.24
2025-06-26 NP ISCG - iShares Morningstar 小盘成长 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 2,724 6.66 499 -18.63
2025-07-10 13F 全球金融私人客户有限责任公司 0 -100.00 0
2025-08-11 13F 贝尔投资顾问公司 2 -66.67 0 -100.00
2025-06-27 NP SUNAMERICA SERIES TRUST - SA 小型股指数投资组合 1 级 1,063 2.61 195 -21.77
2025-05-20 13F 柏拉图投资管理有限公司 0 -100.00 0
2025-08-13 13F 沃斯资本有限责任公司 184,860 38,904
2025-08-26 NP LMBAX - QS美国小盘股票基金A类 2,859 0.00 602 23.66
2025-08-13 13F 琼斯金融公司有限责任公司 989 46.09 211 76.47
2025-08-26 NP WCMLX - WCM 小盘成长基金机构类别股票 2,634 -5.89 554 16.39
2025-07-28 13F 纽约州教师退休制度 7,820 -2.49 2 0.00
2025-04-29 NP MSS 系列信托 - One Rock 基金 1,600 33.33 272 -15.31
2025-07-30 13F 奥罗拉投资顾问 12,100 -0.07 2,546 23.47
2025-07-16 13F 鲁弗律师事务所 17,271 2.75 3,634 26.93
2025-07-31 13F 奥本海默公司 9,785 37.08 2,059 69.47
2025-07-16 13F 阿拉斯加州税务部 5,607 7.52 1
2025-08-12 13F 富兰克林资源公司 13,585 -0.69 2,859 22.71
2025-05-13 13F Heck Capital Advisors, LLC 0 -100.00 0 -100.00
2025-08-07 13F PFG顾问 4,364 33.29 918 64.81
2025-08-14 13F 水手有限责任公司 13,328 -1.90 2,805 21.18
2025-07-31 13F 剑桥投资研究顾问公司 7,382 -31.40 2 0.00
2025-06-25 NP GSATX - 高盛小盘价值洞察基金 A 类 9,279 -13.11 1,699 -33.63
2025-08-14 13F BI 资产管理 Fondsmaeglerselskab A/S 0 -100.00 0
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 46,915 9.78 7,956 9.71
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 1,172 0.00 247 23.62
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 4,288 3.25 785 -21.11
2025-05-13 13F 地平线投资有限责任公司 0 -100.00 0
2025-08-13 13F 灯塔普安特顾问有限责任公司 6,037 0.07 1,271 23.66
2025-08-11 13F 潮汐有限责任公司 147 374.19 31 500.00
2025-08-29 NP DGRS - WisdomTree 美国小型股优质股息增长基金 不适用 5,063 -2.33 1,066 20.75
2025-08-14 13F 沃亚投资管理有限公司 2,602 -63.07 548 -54.38
2025-08-26 NP EQ ADVISORS TRUST - 多经理进取型股票投资组合 IB 级 200 0.00 42 23.53
2025-08-04 13F 联合银行 2,675 -0.22 1
2025-08-12 13F RPG 投资咨询有限责任公司 78,366 -49.15 16,492 -37.18
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 6,780 60.97 1,241 22.99
2025-05-05 13F 安联资产管理有限公司 0 -100.00 0 -100.00
2025-07-15 13F 伊顿金融控股有限公司 3,108 654
2025-06-26 NP CRSSX - 天主教责任投资小盘基金机构股 4,286 5.15 785 -19.75
2025-08-14 13F 本杰明·爱德华兹公司 3,166 6.71 666 31.88
2025-08-05 13F 码头资本有限责任公司 27,163 8.11 5,716 33.58
2025-08-14 13F 弗默尔有限公司 4,309 -5.03 907 17.36
2025-06-26 NP KCXIX - Knights of Columbus 美国全盘指数基金 I 股 40 2.56 7 -22.22
2025-08-06 13F 福克斯运行管理有限公司 4,296 904
2025-07-25 NP NMSAX - 哥伦比亚小型股指数基金 A 类 17,936 -4.92 3,042 -5.00
2025-08-05 13F GPS 财富策略集团有限责任公司 50 0.00 11 25.00
2025-08-14 13F 巴利亚斯尼资产管理有限公司 17,865 10.26 3,760 36.25
2025-05-22 NP GONIX - Gotham 中性基金机构类 639 232.81 109 157.14
2025-08-14 13F 威斯康星州投资委员会 15,617 -9.60 3,287 11.69
2025-08-13 13F 资本基金管理公司 Call 10,200 2,147
2025-08-14 13F 舍布鲁克公园顾问有限公司 1,891 398
2025-05-13 13F 中环资产投资管理控股(香港)有限公司 0 -100.00 0
2025-08-28 NP RSEGX - Victory RS 小盘成长基金 A 类 21,920 49.22 4,613 84.37
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 895 14.30 188 41.35
2025-08-06 13F 里亚托财富管理有限责任公司 0 -100.00 0
2025-08-27 13F/A 布林克资本投资有限公司 17,199 11.99 3,619 38.39
2025-08-13 13F 马歇尔·韦斯律师事务所 8,781 1,848
2025-07-25 NP WSML - iShares MSCI 全球小型股 ETF 637 108
2025-04-22 NP AFSM - First Trust Active Factor 小盘股 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 596 -17.91 101 -47.94
2025-06-23 NP PSSMX - 小型股标准普尔 600 指数基金 R-3 9,140 -4.61 1,674 -27.17
2025-06-18 NP GMRAX - 全国小盘指数基金 A 类 819 -0.73 150 -24.37
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 82,960 -3.24 17,459 19.55
2025-07-10 13F 财富增值咨询服务有限公司 2,122 9.49 462 39.70
2025-03-31 NP FWWFX - 富达环球基金 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 0 -100.00 0 -100.00
2025-04-18 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 79,504 -70.95 13,493 -81.56
2025-07-28 NP URTY - ProShares UltraPro Russell2000 684 -28.30 116 -28.57
2025-08-28 NP TPSC - Timothy Plan 美国小盘股核心 ETF 959 84.07 202 128.41
2025-08-14 13F 麦格理集团有限公司 3,712 781
2025-05-28 NP VQNPX - 先锋成长和收入基金投资者股票 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 0 -100.00 0 -100.00
2025-07-08 13F GK财富管理有限责任公司 1,209 1.43 254 25.12
2025-07-31 13F 奎斯特合作伙伴有限责任公司 306 -28.67 64 -12.33
2025-08-11 13F ARS 投资伙伴有限责任公司 1,377 290
2025-08-29 NP STXK-Strive 小型股 ETF 274 2.62 58 26.67
2025-05-30 NP EHLS - 均势多空 ETF 0 -100.00 0 -100.00
2025-06-26 NP TRDFX - Steward 中小盘增强指数基金 A 类 579 -17.76 106 -36.90
2025-08-11 13F 海克斯康资本合伙人有限责任公司 0 -100.00 0
2025-04-28 13F 互助顾问有限责任公司 0 -100.00 0 -100.00
2025-07-29 13F 北欧联合银行投资管理公司 9,980 0.03 2,127 29.22
2025-07-18 13F 信托金融公司 10,522 69.90 2,214 110.06
2025-08-20 NP 全国可变保险信托 - NVIT GS 小盘股票洞察基金 Y 级 3,672 0.00 773 23.52
2025-07-09 13F 港湾资本顾问公司 29,478 39.74 6 100.00
2025-04-29 13F 普罗菲特古德森公司 0 -100.00 0
2025-05-01 13F 自由日解决方案有限责任公司 0 -100.00 0 -100.00
2025-03-31 NP FFTY - 创新者 IBD(R) 50 ETF 8,601 -0.90 2,062 -6.78
2025-08-13 13F 汇丰控股有限公司 1,503 322
2025-07-28 NP ITWO - ProShares Russell 2000 高收益 ETF 158 -3.07 27 -3.70
2025-08-14 13F 阿尔格特全球有限公司 23,191 29.17 5 33.33
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 74 25.42 16 87.50
2025-08-14 13F 哈伍德咨询集团有限责任公司 35 0.00 7 0.00
2025-08-07 13F 休斯金融服务有限责任公司 138 0.00 31 29.17
2025-08-26 NP Profunds - Profund 小盘成长股副总裁 216 2.37 45 28.57
2025-08-15 NP SPWAX - 美国灯塔斯蒂芬斯小型股成长基金 A 类 21,367 24.41 4,497 53.71
2025-07-31 13F 彼得森财富服务 3,570 0.00 751 23.52
2025-08-27 NP RYMKX - 罗素 2000 1.5 倍策略基金 H 级 13 0.00 3 0.00
2025-08-14 13F Globeflex资本有限公司 32,531 -9.24 6,846 12.14
2025-08-06 13F 真实财富设计有限责任公司 2 -60.00 0
2025-08-14 13F 原子投资者有限合伙人 0 -100.00 0
2025-05-15 13F 美德资本管理有限公司 0 -100.00 0
2025-08-14 13F 萨斯奎哈纳投资组合策略有限责任公司 1,723 363
2025-06-24 NP QASGX - 联邦 MDT 小盘成长基金 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 17,482 590.17 3,201 427.35
2025-08-13 13F NEOS投资管理有限责任公司 13,932 30.74 2,932 61.49
2025-08-08 13F 菲埃拉资本公司 0 -100.00 0
2025-08-27 NP JNL 系列信托 - JNL/DFA 美国小型股基金 (A) 2,103 -26.85 443 -9.61
2025-07-23 13F 西步顾问公司 0 -100.00 0
2025-06-24 NP FKASX - 联邦考夫曼小型基金 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 59,900 0.00 10,968 -23.63
2025-07-11 13F Afg 信托服务有限合伙企业 1,533 322
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 46,352 -4.04 9,755 18.56
2025-07-29 NP VRTGX - Vanguard Russell 2000 增长指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8,175 -4.55 1,386 -4.61
2025-08-11 13F 沃杜州银行 1,666 0
2025-04-23 13F 佩里贡财富管理有限责任公司 0 -100.00 0
2025-08-12 13F CIBC 私人财富集团有限责任公司 1,565 210.52 329 301.22
2025-08-26 NP EQ ADVISORS TRUST - EQ/摩根士丹利小型股成长投资组合 IB 级 1,548 8.18 326 33.74
2025-08-28 NP SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 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 550 3.38 116 27.78
2025-08-13 13F 肯尼迪资本管理公司 9,846 25.08 2,072 54.63
2025-08-14 13F 第一 Sabrepoint 资本管理公司 Put 0 -100.00 0
2025-08-27 NP VBINX - 先锋平衡指数基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,024 0.00 1,268 23.49
2025-08-13 13F 城镇广场资本有限公司 0 -100.00 0
2025-08-13 13F EverSource 财富顾问有限责任公司 88 576.92 19 800.00
2025-05-05 13F Transce3nd有限责任公司 0 -100.00 0
2025-08-27 NP 俄亥俄州国家基金公司 - ON Janus Henderson 风险投资组合 430 0.00 90 23.29
2025-08-29 NP NORTHERN LIGHTS FUND TRUST II - Hodges 基金零售类别 25,000 5,261
2025-04-30 13F BCJ 资本管理有限公司 0 -100.00 0
2025-08-05 13F 亨廷顿国家银行 64 -38.46 13 -23.53
2025-08-27 NP RYWAX - S&P SmallCap 600 纯增长基金 H 类 170 -10.53 36 9.38
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 4,648 7.77 851 -17.70
2025-08-28 NP BIGRX - 收入与增长基金投资者类别 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 9,542 -25.02 2,008 -7.34
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 1,793 17.27 328 -10.38
2025-06-26 NP USCAX - 小盘股票基金份额 5,103 934
2025-08-26 NP IRSIX - Voya Russell™ 小盘股指数投资组合 ADV 级 1,936 2.27 407 26.40
2025-08-29 NP NORTHERN LIGHTS FUND TRUST II - Hodges 小型基金零售类别股票 16,000 3,367
2025-08-28 NP NCGFX - 新约成长基金 603 0.00 127 23.53
2025-08-21 NP MXEBX - Great-West 核心策略：美国股票基金机构类 4,157 0.00 875 23.45
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 95,807 0.00 17,543 -23.63
2025-05-12 13F Virtu 金融有限责任公司 0 -100.00 0
2025-08-14 13F 第一集团贸易有限公司 Put 200 -95.00 42 -93.83
2025-08-14 13F 第一集团贸易有限公司 Call 19,800 9.39 4,167 35.17
2025-07-24 13F 强塔咨询服务 5,665 0.39 1,192 25.21
2025-08-14 13F 大谷顾问集团有限公司 11,384 -16.53 2,396 3.10
2025-08-13 13F 亚利桑那州退休系统 2,817 2.03 593 25.96
2025-08-08 13F 美国信安金融集团 74,009 33.19 15,575 64.57
2025-08-18 13F 金刚狼贸易有限公司 Call 22,200 -45.32 4,727 -34.12
2025-08-18 13F 金刚狼贸易有限公司 Put 22,600 -13.41 4,812 4.31
2025-07-24 13F 美国合众银行\de\ 2,474 -10.85 521 10.17
2025-08-18 13F 金刚狼贸易有限公司 2,541 -41.64 541 -29.65
2025-05-14 13F 斯诺登资本顾问有限责任公司 0 -100.00 0
2025-07-07 13F 西联银行 4,800 0.00 1,010 23.62
2025-08-13 13F 卢米斯·塞尔斯公司 50,404 3.43 10,608 132,487.50
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 小型股指数投资组合 - I 类 949 0.00 200 23.60
2025-08-14 13F 德肖公司 Put 0 -100.00 0
2025-08-18 NP 太平洋精选基金 - PD 小盘成长指数投资组合 P 类 324 -34.28 68 -18.07
2025-08-12 13F 曼彻斯特资本管理有限公司 200 42.86 42 82.61
2025-08-07 13F 第1620章 3,302 0.52 695 24.15
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 5,778 -32.42 1,058 -48.39
2025-05-15 13F 灯塔投资伙伴有限责任公司 0 -100.00 0
2025-08-01 13F 瑞穗市场美洲有限公司 0 -100.00 0
2025-06-26 NP TIEIX - TIAA-CREF 机构类别股票指数基金 6,237 0.00 1,142 -23.61
2025-08-07 13F HighPoint 顾问集团有限责任公司 1,770 0.11 372 13.41
2025-08-20 NP 全国可变保险信托 - NVIT 多经理小盘成长基金 I 类 4,888 7.81 1,029 33.16
2025-08-13 13F 华尔街眼资本有限责任公司 Put 4,100 105.00 863 153.53
2025-06-30 NP DADGX - Dunham 小盘成长基金 A 类 5,065 927
2025-08-13 13F 华尔街眼资本有限责任公司 Call 2,000 900.00 421 1,135.29
2025-08-12 13F 美国世纪公司 47,915 -7.46 10,084 14.33
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 11,340 -6.76 1,923 -6.83
2025-08-14 13F 雅各布斯利维股权管理公司 118,699 -12.04 24,980 8.68
2025-06-24 NP 创新者 ETF 信托 - 创新者美国小型股管理式 ETF 87 40.32 16 7.14
2025-08-01 13F 詹姆斯投资研究公司 2,510 0.00 528 23.65
2025-08-14 13F 法耶兹·萨罗菲姆公司 1,450 0.00 305 23.98
2025-04-16 13F 伯恩资产管理有限责任公司 0 -100.00 0
2025-07-28 NP AVUQ-Avantis美国优质ETF 67 11
2025-08-13 13F 贝尔德金融集团有限公司 60,124 0.54 12,653 24.22
2025-06-27 NP LAGWX - 雅培勋爵发展成长基金公司 A 类 0 -100.00 0 -100.00
2025-08-14 13F 海德兰兹技术有限责任公司 377 -70.52 79 -63.59
2025-08-26 NP Texas Capital Funds Trust - Texas Capital 德克萨斯小盘股指数 ETF 139 -18.71 29 0.00
2025-04-28 NP FDLS - Inspire Fidelis 多因子 ETF 3,240 -28.81 550 -54.85
2025-07-29 13F 地区金融公司 1,260 -66.04 265 -58.00
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 44,489 -1.22 7,545 -1.30
2025-08-07 13F Illumine投资管理有限公司 7,133 2.09 1,501 26.13
2025-07-17 13F 健全收入策略有限责任公司 17 0.00 4 50.00
2025-06-27 NP ESCQX - 推出小型股票基金退休课程 26,385 4,831
2025-08-27 NP Jnl 系列信托 - Jnl/dfa 美国核心股票基金 (a) 712 0.00 150 23.14
2025-04-17 13F 精准财富策略有限责任公司 0 -100.00 0
2025-07-30 NP SMCIX - 标准普尔小型股指数基金直接股票 365 0.00 62 0.00
2025-05-12 13F EAM全球投资者有限责任公司 0 -100.00 0
2025-08-11 13F 美国信安证券公司 40 -66.10 8 -69.23
2025-07-24 NP Tema ETF Trust - 电气化 ETF 主题 10,764 18.18 1,825 18.12
2025-08-08 13F 拉森金融集团有限责任公司 1 0
2025-07-28 NP PSCI - Invesco S&P SmallCap Industrials 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 4,926 -40.20 835 -40.27
2025-08-27 NP Nuveen S&p 500 动态覆盖基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 0 -100.00 0 -100.00
2025-04-15 13F 转变财富有限责任公司 1,627,909 -0.01 277,282 -23.16
2025-08-13 13F 佛罗里达州退休系统国家管理局 2,514 20.00 529 48.60
2025-03-27 NP SUNAMERICA 系列信托 - SA 高盛多元资产洞察投资组合 1 级 114 27
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 10,715 2.45 2,255 26.56
2025-08-12 13F 量子私人财富有限责任公司 10,569 17.16 2,224 44.79
2025-08-06 13F 遗产财富管理有限公司/ID 0 -100.00 0
2025-08-14 13F 奥伯维斯资产管理公司/ 37,200 121.43 7,829 173.61
2025-07-30 13F 斯蒂芬斯投资管理集团有限责任公司 84,214 13.80 17,723 40.61
2025-05-14 13F Peak6有限责任公司 0 -100.00 0
2025-08-14 13F 视差波动率顾问公司，有限合伙人 Call 1,000 210
2025-08-29 NP JAEWX - 小盘股指数信托资产净值 1,836 1.38 386 25.32
2025-08-12 13F 维度基金顾问有限公司 408,562 -15.37 85,987 4.56
2025-07-25 NP PMIYX - 普特南收入策略投资组合 - 49 -3.92 8 0.00
2025-08-13 13F 定制索引系统有限公司 0 -100.00 0
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 4,686 7.92 795 7.88
2025-07-22 NP FSCC - 联邦 Hermes MDT 小型股核心 ETF 522 89
2025-08-14 13F Rithm资本公司 2,900 16.00 610 43.53
2025-07-30 NP PAVE - Global X 美国基础设施发展 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 89,508 -4.59 15,180 -4.66
2025-07-17 13F 珍尼·蒙哥马利·斯科特有限责任公司 2,814 -3.17 1
2025-07-16 13F 签名有限责任公司 31 -50.00 7 -40.00
2025-08-29 13F Evolution Wealth Management公司 95 20
2025-07-08 13F NBC 证券公司 2,073 1,702.61 0
2025-08-27 NP STRLX - Sterling Capital Stratton 中盘价值基金 A 股 3,885 108.20 818 157.73
2025-08-20 NP 全国可变保险信托 - NVIT 多经理小型公司基金 I 类 3,193 3.20 672 27.32
2025-08-11 13F 独立顾问联盟 0 -100.00 0
2025-04-25 NP VFMO - Vanguard US Momentum 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 7,824 0.00 1,328 -36.54
2025-08-08 13F 新泽西州警察和消防员退休系统 2,142 7.15 451 32.35
2025-05-13 13F 财通国际资产管理有限公司 0 -100.00 0
2025-07-29 13F 私人财富管理集团有限责任公司 29 0.00 6 50.00
2025-07-31 13F 最佳投资顾问 300 114.29 63 173.91
2025-08-13 13F 主题 ETFS 有限责任公司 13,932 34.84 2,932 66.63
2025-08-04 13F 尖峰财富管理 102 -70.52 21 -63.79
2025-08-27 NP RYDEX 可变信托 - Russell 2000(R) 1.5x 策略基金可变年金 3 50.00 1
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 拉扎德资产管理公司 0 -100.00 0 -100.00
2025-07-23 13F 瓦尔马克顾问公司 3,624 15.63 763 42.96
2025-08-08 13F 哈特兰有限公司 130 21.50 27 50.00
2025-08-27 NP 高级系列信托 - Ast 小型成长型投资组合 1,753 -13.13 369 7.29
2025-08-14 13F HRT金融有限责任公司 0 -100.00 0
2025-08-08 13F KBC 集团 262 -39.77 0
2025-08-14 13F 威望财富管理集团有限责任公司 0 -100.00 0
2025-08-27 NP 俄亥俄国家基金公司 - ON BlackRock Advantage Small Cap Growth Portfolio 207 -79.92 44 -75.43
2025-07-23 13F 马里兰州退休金系统 2,735 0.00 576 23.66
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 6,459 10.37 1,359 36.45
2025-08-13 13F 波伦资本管理有限公司 25,173 5,298
2025-08-14 13F 千禧管理有限公司 29,397 189.68 6,187 257.99
2025-08-12 13F 科桥金融公司 0 -100.00 0
2025-08-14 13F 千禧管理有限公司 Put 9,700 -46.41 2,041 -33.78
2025-08-14 13F 元盛资本集团有限公司 6,468 -3.06 1,361 19.81
2025-07-28 NP AVSBX - Avantis 美国小型股股票基金 G 类 1,308 41.41 222 41.67
2025-06-20 NP JSML - Janus Henderson 小型股成长阿尔法 ETF 10,519 -27.66 1,926 -44.75
2025-08-12 13F 皮克顿马奥尼资产管理公司 7 0.00 0
2025-05-15 13F/A Orion 投资组合解决方案有限责任公司 15,357 22.32 2,616 -6.00
2025-08-08 13F SBI 证券股份有限公司 541 -11.89 114 8.65
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 48,036 191.62 8,796 1,691.24
2025-06-26 NP TISBX - TIAA-CREF 小型股混合指数基金机构类别 11,791 -4.00 2,159 -26.66
2025-08-12 13F 嘉信理财投资管理公司 96,802 2.11 20,372 26.16
2025-08-18 NP 太平洋精选基金 - 小盘股指数投资组合 I 类 2,562 4.36 539 28.95
2025-07-22 13F IMC-芝加哥有限责任公司 Put 15,600 -26.07 3,283 -8.63
2025-07-25 13F 斯蒂芬斯咨询有限公司 2 -60.00 0
2025-07-22 13F IMC-芝加哥有限责任公司 Call 23,500 15.76 4,946 43.04
2025-08-13 13F JT 斯特拉特福德有限责任公司 1,009 212
2025-08-12 13F 瑞士国家银行 18,400 -1.60 3,872 21.57
2025-08-28 NP OBMCX - Oberweis 微型资本基金投资者类别 37,200 121.43 7,829 173.61
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 22,845 37.24 4,183 4.81
2025-08-14 13F 千禧管理有限公司 Call 3,900 -64.55 821 -56.22
2025-06-20 NP JSMD - Janus Henderson 中小盘增长 Alpha ETF 5,984 41.83 1,096 8.31
2025-08-14 13F Smartleaf资产管理有限责任公司 148 -8.07 32 10.71
2025-08-14 13F 骏利亨德森集团有限公司 18,058 -17.50 3,799 -1.76
2025-08-29 NP JAFEX - 总股票市场指数信托资产净值 201 4.15 42 31.25
2025-06-24 NP SWSCX - 嘉信小盘股票基金 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 8,201 0.00 1,502 -23.65
2025-08-08 13F 维斯特科公司 1,165 0
2025-08-14 13F 维登咨询有限责任公司 2,671 -76.95 562 -71.52
2025-07-15 13F 毅力家族办公室有限责任公司 23 0.00 5 33.33
2025-07-24 13F IFP 顾问公司 0 2
2025-08-14 13F 高盛集团公司 152,640 -2.05 32,123 21.02
2025-05-15 13F 德里豪斯资本管理有限公司 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 4 1
2025-08-13 13F 帕纳戈拉资产管理公司 0 -100.00 0
2025-08-27 NP CWSGX - Carillon Chartwell 小型股成长基金类别 Chartwell 3,145 61.95 662 100.30
2025-04-24 NP BDSIX - 贝莱德优势小型核心基金机构股 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 24,991 -2.05 4,241 -37.83
2025-08-14 13F 都铎投资公司等 0 -100.00 0 -100.00
2025-08-26 13F/A 路德教会的 Thrivent 金融 7,971 15.32 2 0.00
2025-08-12 13F 熵技术有限公司 1,500 316
2025-05-14 13F/A 挪威银行 0 -100.00 0
2025-08-27 NP Brighthouse Funds Trust II - Loomis Sayles 小盘股核心投资组合 A 类 9,391 0.00 1,976 23.58
2025-08-19 13F 西姆有限责任公司 1,210 -5.98 255 15.98
2025-08-14 13F CastleKnight 管理有限责任公司 24,200 27.37 5,093 57.35
2025-08-27 NP 安联可变保险产品信托 - AZL DFA 美国核心股票基金 497 0.00 105 23.81
2025-07-31 13F 奥本海默资产管理公司 5,543 76.02 1,167 117.54
2025-07-29 13F 私人信托公司 8,279 113.82 1,742 164.34
2025-08-25 NP GARIX - Gotham 绝对回报基金机构级 2,338 -64.00 492 -55.52
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 5,463 0.00 926 -0.11
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 80,053 -1.39 16,847 21.84
2025-08-01 13F Envestnet资产管理公司 82,105 18.69 17,279 46.64
2025-08-05 13F Versor投资有限公司 0 -100.00 0
2025-08-26 NP NSIDX - 北方小盘股指数基金 4,416 3.66 929 28.14
2025-07-14 13F 富达财富管理 1 0.00 0
2025-08-08 13F Geode资本管理有限公司 237,715 2.47 50,033 26.59
2025-07-30 13F 鲍嘉财富有限责任公司 60 13
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 738 -6.82 155 15.67
2025-08-07 13F 伊利诺伊州市政退休基金 4,460 -6.48 939 15.52
2025-08-28 NP IWO - iShares Russell 2000 Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 83,709 0.63 17,617 24.33
2025-08-05 13F 纽约梅隆银行 78,317 0.65 16,482 24.36
2025-05-07 13F 科顿资本公司 0 -100.00 0
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 2,293 2.41 420 -21.83
2025-08-05 13F 新方资本有限责任公司 4 0.00 1
2025-08-08 13F 道明资本管理有限公司 0 -100.00 0
2025-08-11 13F 布朗兄弟哈里曼公司 9 2
2025-08-06 13F 金州财富管理有限责任公司 35 0.00 7 40.00
2025-06-25 NP SDVD - FT Vest SMID 股息上涨目标收入 ETF 5,273 966
2025-08-29 NP JASCX - 詹姆斯小型股基金 2,109 0.00 444 23.40
2025-08-13 13F 双峰财富顾问有限责任公司 66 18
2025-06-18 NP 全国共同基金 - 全国基本全盘股票投资组合 R6 级 339 31.40 62 1.64
2025-08-06 13F 联邦股权服务有限公司 17,630 -4.04 4 0.00
2025-08-27 NP BBGSX - Bridge Builder 中小型股成长基金 42,195 66.92 8,880 106.25
2025-07-29 13F 摩根登普西资本管理有限公司 246 52
2025-08-14 13F 两个西格玛证券有限公司 1,080 -30.23 227 -13.69
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 25,509 -42.72 4,671 -56.27
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 6,790 29.46 1,152 29.33
2025-08-13 13F 西北互助财富管理公司 62 -92.75 13 -91.03
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 62 -41.51 11 -41.18
2025-05-15 13F 德克萨斯州永久学校基金 5,588 1,023
2025-08-28 NP DTSGX - 小型公司成长投资组合投资类别 353 -32.38 74 -15.91
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 94,721 2.67 17,344 -21.59
2025-08-14 13F 安盛公司 8,480 0.00 1,785 23.55
2025-05-02 13F 凯布尔希尔合作伙伴有限责任公司 0 -100.00 0
2025-07-07 13F 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 40 8
2025-08-06 13F 第一地平线顾问公司 0 -100.00 0
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 31,783 -1.03 5,390 -1.08
2025-06-18 NP REBYX - 美国小盘Y类股票基金 1,595 -11.24 292 -32.09
2025-08-26 NP Profunds - Profund 超小型股副总裁 33 -2.94 7 20.00
2025-07-24 NP ONEQ - 富达纳斯达克综合指数跟踪股票 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,508 0.29 595 0.17
2025-07-30 NP IUSCX - 费舍尔投资机构集团美国小型股股票基金 14 2
2025-08-01 13F Y-Intercept (香港) 有限公司 5,513 1,160
2025-08-08 13F 贝拉德公司 1,061 223
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 17,713 -72.06 3,243 -78.67
2025-07-23 13F 路易斯安那州雇员退休制度 4,400 0.00 926 23.50
2025-05-29 NP SFLO - VictoryShares 小盘股自由现金流 ETF 4,809 47.92 819 13.59
2025-07-22 13F 萨瓦信息公司 300 0.00 63 23.53
2025-08-19 13F 安佳投资管理有限公司 70 -26.32 15 -12.50
2025-08-19 13F/A 皮特凯恩郡 1,703 -17.77 358 1.70
2025-08-15 NP 罗伊斯价值信托公司 56,209 -2.25 11,829 20.78
2025-08-28 NP STMSX - Simt 税务管理中小盘基金 F 级 1,117 -71.78 235 -65.13
2025-08-27 NP SMEAX - 景顺小盘股票基金 A 类 53,648 93.82 11,290 139.50
2025-04-21 13F 尼尔森、范登堡和坎贝尔财富管理集团有限责任公司 0 -100.00 0
2025-06-25 NP GSAOX - 高盛小盘成长洞察基金 A 类 3,040 0.00 557 -23.63
2025-08-11 13F GW&K 投资管理有限公司 181,705 10.60 38 40.74
2025-08-19 NP 西北互助系列基金公司 - 600 指数股票投资组合 3,324 2.21 700 26.40
2025-08-12 13F 景观资本管理有限公司 4,166 877
2025-08-14 13F 汉考克·惠特尼公司 3,108 654
2025-07-29 NP EBI-长景优势ETF 20 3
2025-06-26 NP LAMGX - Lord Abbett 微型资本成长基金 A 类 13,067 55.82 2,393 19.00
2025-03-26 NP TISEX - TIAA-CREF 机构级量化小型股票基金 71,210 -8.83 17,075 -14.27
2025-08-12 13F 美洲投资伙伴公司 949 0.00 200 23.60
2025-08-12 13F 指娱天地管理有限公司 2,349 8.15 494 33.88
2025-08-13 13F 资本基金管理公司 Put 0 -100.00 0 -100.00
2025-07-17 13F 沃尔夫维斯马加纳有限责任公司 6 0.00 1 0.00
2025-08-07 13F Campbell & CO 投资顾问有限责任公司 3,060 644
2025-08-08 13F 乌龟投资管理有限公司 1 0
2025-05-15 13F Centiva 资本有限合伙人 0 -100.00 0
2025-08-14 13F 洛德雅培有限公司 30,949 -46.07 7 -33.33
2025-08-13 13F 费希尔资产管理有限责任公司 200,639 0.20 42,225 23.80
2025-07-28 NP AVSC - Avantis 美国小盘股 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 20,107 5.59 3,410 5.51
2025-04-29 NP HASAX - Horizon 主动资产配置基金顾问级 5,864 6.52 995 -32.36
2025-08-14 13F 贝叶斯资本管理有限合伙人 0 -100.00 0
2025-04-23 13F Spirepoint 私人客户有限责任公司 0 -100.00 0
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 746 0.00 127 0.00
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 763 0.00 129 0.00
2025-07-11 13F 德克萨斯州金斯顿资本合伙有限公司 15,120 3
2025-07-11 13F 多元化信托公司 0 -100.00 0
2025-07-15 13F SJS投资咨询公司 1 0.00 0
2025-07-29 13F TFC财务管理 111 11,000.00 23
2025-08-14 13F 简街集团有限责任公司 Call 61,400 -25.21 12,922 -7.60
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 1,330 0.00 280 23.45
2025-08-08 13F 大西洋信托有限责任公司 2 0
2025-07-01 13F 港口投资咨询有限公司 72 0.00 15 25.00
2025-08-14 13F 美国银行 /de/ 20,616 -16.70 4,339 2.92
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 206 4.04 43 30.30
2025-07-30 NP SMIZ - Zacks 中小型股 ETF 1,753 4.66 297 4.58
2025-07-24 13F Jfs 财富顾问有限公司 2 0
2025-08-29 NP JMCRX - 詹姆斯微型资本基金 389 0.00 82 22.73
2025-08-14 13F 富国银行/百万 33,753 -47.48 7,103 -35.11
2025-08-14 13F 简街集团有限责任公司 Put 17,100 -36.90 3,599 -22.04
2025-07-09 13F 万通信托公司 Fsb/adv 33 -2.94 7 20.00
2025-08-13 13F Virtus ETF 顾问有限责任公司 218 46
2025-06-27 NP PASIX - PACE 另类策略投资 A 类 27 -30.77 5 -55.56
2025-05-05 13F 林布鲁克资本有限公司 19 280.00 3 200.00
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 147,465 -3.37 31,034 19.40
2025-08-08 13F/A 斯特林资本管理有限公司 3,908 70.51 822 110.77
2025-04-14 13F Range金融集团有限责任公司 0 -100.00 0
2025-08-29 NP JAFVX - 战略股权配置信托系列资产净值 1,412 5.45 297 30.26
2025-08-11 13F 道明沃特豪斯加拿大公司 500 105
2025-08-15 NP PSC - 主要美国小盘多因素指数 ETF 27,302 217.91 5,746 292.95
2025-08-14 13F 哥谭资产管理有限公司 10,584 -35.69 2,227 -20.55
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT 微型资本投资组合 IB 级 3,321 -42.66 699 -29.21
2025-05-08 13F XTX Topco有限公司 0 -100.00 0
2025-08-13 13F 阿蒙迪 11,372 189,433.33 2,485 248,400.00
2025-04-29 NP ARAAX - Horizon Active Risk Assist 基金顾问类 4,311 13.99 732 -27.70
2025-07-28 NP SAA - ProShares Ultra SmallCap600 163 -15.10 28 -15.62
2025-04-25 NP PBQAX - PGIM Jennison 混合基金 A 类 0 -100.00 0 -100.00
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 2,818 -0.74 593 22.77
2025-08-29 NP GWGIX - Amg Gw&k 中小盘基金 I 类 28,973 -1.83 6,097 21.31
2025-06-26 NP DFUV - 维度美国市场价值 ETF 3,783 49.47 693 14.19
2025-06-25 NP DISSX - 纽约梅隆银行小型股票指数基金投资者股票 6,237 -14.47 1,142 -34.67
2025-07-17 13F 风险投资远见伙伴有限责任公司 11,802 435.24 2,484 562.13
2025-04-24 NP OASC-OneAscent 小型股核心 ETF 224 12.00 38 -28.30
2025-08-15 13F 大西人寿保险公司 /can/ 9,044 -0.08 2 0.00
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 201,700 106.10 42,448 154.65
2025-08-14 13F 萨斯奎哈纳基本投资有限公司 3,525 -72.79 742 -66.41
2025-08-08 13F Pnc 金融服务集团公司 1,001 -2.34 211 20.69
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 2,778 1.50 509 -22.56
2025-08-14 13F DZ BANK AG Deutsche Zentral Genossenschafts Bank，美因河畔法兰克福 0 -100.00 0
2025-08-14 13F 赛普拉斯资产管理公司/德克萨斯州 5,292 2.16 1,114 26.19
2025-08-14 13F 斯蒂菲尔金融公司 1,652 1.41 348 25.27
2025-06-26 NP DXUV-美国维度矢量股票 ETF 622 12.68 114 -14.39
2025-05-27 NP 哥伦比亚基金可变系列信托 II - 可变投资组合 - 合作伙伴小型股成长基金 1 级 1,218 -0.65 207 -23.62
2025-08-19 NP GARTX - 高盛绝对回报跟踪基金 A 类 54 -25.00 11 -8.33
2025-07-03 13F 城市中心顾问有限公司 0 -100.00 0
2025-08-27 NP CSSAX - Carillon Scout 小盘基金 A 类 10,294 6.88 2,166 32.07
2025-08-14 13F 德肖公司 23,777 -0.83 5,004 22.53
2025-08-14 13F 德肖公司 Call 5,900 -78.39 1,242 -73.31
2025-08-13 13F 资本基金管理公司 24,845 -54.61 5,229 -43.92
2025-08-13 13F ExodusPoint 资本管理公司 6,222 -32.44 1 0.00
2025-08-26 NP 北方基金 - 北方小盘核心基金 K 类 3,051 -5.54 642 16.73
2025-07-24 13F 资本顾问有限公司 0 -100.00 0
2025-08-27 NP VANGUARD 可变保险基金 - 小型公司成长投资组合 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 5,530 4.05 1,164 28.51
2025-06-18 NP NWHDX - 全国贝拉德认知价值基金 A 类 1,061 0.00 194 -23.62
2025-07-30 13F 卡伦/弗罗斯特银行家公司 63 133.33 13 225.00
2025-08-14 13F 采石场LP 5 1
2025-07-16 13F 百达银行和Cie Sa银行 1,717 -6.23 361 16.08
2025-08-27 13F/A Squarepoint Ops LLC 1,823 -14.49 384 5.51
2025-08-27 NP RYRUX - Russell 2000 2x 策略基金 A 级股票 49 4.26 10 25.00
2025-08-04 13F 财富管理协会有限公司 0 -100.00 0
2025-08-05 13F 西格玛规划公司 3,622 2.58 762 26.79
2025-08-06 13F 基石投资伙伴有限责任公司 2,022 0.05 426 23.55
2025-08-11 13F 先锋集团公司 705,159 1.04 148,401 24.84
2025-08-14 13F 匡蒂诺资本管理有限公司 1,372 12.74 289 39.13
2025-08-06 13F 萨凡特资本有限责任公司 7,382 -9.51 1,554 11.81
2025-08-14 13F 制造商人寿保险公司 4,821 -3.95 1,015 18.74
2025-08-08 13F 英泰投资管理有限公司 3,966 -54.50 835 -43.80
2025-07-25 13F 芝加哥期权交易所背心金融有限责任公司 12,434 159.10 2,617 220.20
2025-08-22 NP VSFAX - Federated Clover 小价值基金 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 8,408 55.47 1,769 92.07
2025-08-12 13F 路石控股有限责任公司 2,325 -35.07 489 -19.70
2025-08-27 NP JNL 系列信托 - JNL 多管理人小型股成长基金 (A) 37,157 -25.61 7,820 -8.09
2025-08-15 13F Captrust 财务顾问 1,009 212
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master 小盘股指数系列 16,552 3.31 3,483 27.63
2025-07-14 13F 美国资本财富顾问有限公司 1,006 212
2025-08-13 13F 花岗岩投资伙伴有限责任公司 42,669 8,980
2025-08-19 NP RIFAX - 美国战略股票基金 570 0.00 120 22.68
2025-08-14 13F 加洛合伙公司 0 -100.00 0
2025-07-28 NP HDG - ProShares 对冲复制 ETF 12 9.09 2 100.00
2025-08-26 NP GVLU - Gotham 1000 价值 ETF 1,546 1.78 325 25.97
2025-07-18 13F 自由资本管理公司 6,546 137.52 1,378 193.60
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 561,168 -3.50 118,098 19.23
2025-07-22 NP DSMFX - 目的地中小型股票基金 I 类 248 0.00 42 0.00
2025-07-28 NP 景顺交易所交易基金信托 II - 景顺标准普尔小型股 600 GARP ETF 165 0.00 28 -3.57
2025-08-26 NP EQ ADVISORS TRUST - ATM 小盘波动率管理投资组合 K 级 3,146 -1.69 662 21.47
2025-08-11 13F 绝对投资投资有限公司。 1,069 225
2025-05-13 13F 新泽西州共同养老基金 D 0 -100.00 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 管理波动性投资组合 IB 级 11,126 3.59 2,341 27.99
2025-05-05 13F 加拉赫资本管理有限责任公司 0 -100.00 0
2025-08-14 13F 一号发动机有限责任公司 119,000 65.28 25,044 104.22
2025-07-17 13F 灯塔资本管理有限责任公司 8 0.00 2 0.00
2025-08-14 13F CIBC 世界市场公司 24,426 -15.67 5,140 4.20
2025-07-29 NP BLUIX - 蓝图成长基金机构级 0 -100.00 0 -100.00
2025-05-01 13F 公园广场金融集团有限责任公司 0 -100.00 0 -100.00
2025-08-14 13F 加拿大帝国商业银行世界市场公司 1,177 -43.25 248 -30.03
2025-08-04 13F 俄亥俄州 0 -100.00 0
2025-07-29 13F Huntleigh Advisors, Inc. 2,268 5.59 477 30.68
2025-07-30 13F 德马斯金融集团有限责任公司 3,468 -98.99 730 36,350.00
2025-07-21 13F Empirical Financial Services, LLC dba 实证财富管理 1,151 242
2025-08-13 13F 德纳投资顾问公司 7,953 -5.54 1,674 16.67
2025-08-07 13F 纳维利尔联合公司 3,524 -85.31 742 -83.90
2025-08-13 13F 罗素投资集团有限公司 5,467 -43.88 1,151 -30.68
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 8,218 0.00 1,505 -23.65
2025-05-14 13F 法国农业信贷银行 0 -100.00 0
2025-08-13 13F 执政官资本管理有限责任公司 12,700 218.14 2,673 293.52
2025-06-26 NP DFUS - 维度美国股票 ETF 2,559 25.87 469 -3.90
2025-08-26 NP TLSTX - 股票指数基金 141 0.00 30 20.83
2025-08-06 13F 地平线投资服务有限责任公司 5,308 -9.56 1,117 11.81
2025-07-30 NP HEQFX - Monteagle Opportunity 股票基金投资者类别 526 0.00 89 0.00
2025-08-14 13F 未来资产全球ETFS控股有限公司 100,851 -1.82 21,224 21.31
2025-08-07 13F 苏黎世州银行 (Zurcher Kantonalbank) 1,788 -27.85 376 -10.90
2025-05-08 13F LGT 财务顾问有限责任公司 0 -100.00 0
2025-08-14 13F 加拿大皇家银行 69,632 125.86 14,653 179.05
2025-08-14 13F 加拿大皇家银行 Call 20,000 4,209
2025-08-05 13F 蒙特利尔银行/can/ 2,650 -14.90 558 5.09
2025-08-13 13F 斑眼贸易有限责任公司 Put 2,400 -57.89 505 -47.94
2025-08-20 NP QSMLX - AQR 小盘多风格基金 I 类 936 -36.71 197 -21.91
2025-07-25 13F 奥泉环球投资控股有限公司 42,607 1,010.14 8,949 1,225.78
2025-08-13 13F 斑眼贸易有限责任公司 Call 1,900 -81.37 400 -77.03
2025-08-13 13F 斑眼贸易有限责任公司 13,374 2,815
2025-05-28 NP QCEQRX - 股票指数账户类别 R1 2,948 0.00 502 -23.12
2025-08-13 13F 连续咨询有限责任公司 0 -100.00 0
2025-07-29 13F 斯特拉托斯财富合作伙伴有限公司 32,217 -1.61 6,780 21.57
2025-08-26 NP AZBAX - AllianzGI 小盘基金 A 类 659 139
2025-08-27 NP 保诚系列基金 - 小盘股票投资组合 I 类 8,440 0.84 1,776 24.63
2025-08-07 13F 霍奇斯资本管理公司 48,330 10,171
2025-08-27 NP SMCF - 主题美国小型股现金流冠军 ETF 132 28
2025-08-12 13F 财富管理资本管理有限公司 1 0.00 0
2025-07-14 13F 公园大道证券有限公司 1,142 0
2025-08-14 13F 跨大西洋银行 0 -100.00 0
2025-06-26 NP DCOR - 维度美国核心股票 1 ETF 942 50.24 172 14.67
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 253 25.25 53 55.88
2025-08-11 13F 罗伊斯联合有限责任公司 68,187 -1.93 14,350 21.17
2025-08-27 NP JNL 系列信托 - JNL 小盘股指数基金 (I) 16,072 -2.17 3,382 20.87
2025-05-27 NP BlackRock Variable Series Funds, Inc. - BlackRock Advantage 美国总市场 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 0 -100.00 0 -100.00
2025-08-07 13F 英杰华公司 2,644 -25.25 556 -7.64
2025-08-26 NP TEXN - iShares 德州股票 ETF 20 4
2025-08-12 13F LPL 金融有限责任公司 34,670 -2.93 7,296 19.94
2025-07-29 NP SSCYX - 小资本投资组合 A 类 147 -9.82 25 -11.11
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 1,009 0.00 212 23.98
2025-08-14 13F 简街集团有限责任公司 0 -100.00 0
2025-08-19 13F 咨询服务网络有限责任公司 6,372 61.77 1,511 125.37
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 2,797 0.00 589 23.53
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Legg Mason 战术机会投资组合 1 级 158 0.00 29 -24.32
2025-08-12 13F 顾问资产管理公司 1,221 3.56 257 28.00
2025-08-14 13F 道富银行 352,103 0.91 74,100 24.67
2025-08-01 13F 罗斯比金融（LCC） 800 33.33 168 51.35
2025-08-14 13F Peak6有限责任公司 Put 12,500 2,631
2025-08-12 13F 德意志银行\ 7,409 -10.82 1,559 10.18
2025-08-25 NP GENIX - Gotham 增强回报基金机构类别 478 -73.78 101 -67.74
2025-08-14 13F 联伯恩斯坦有限责任公司 20,571 0.00 4,329 23.58
2025-08-14 13F Peak6有限责任公司 Call 33,300 7,008
2025-08-21 NP MXMTX - Great-West 小盘成长基金投资者类别 1,537 -34.18 323 -18.64
2025-05-14 13F Gw Henssler & Associates 有限公司 1,072 0.00 238 0.00
2025-05-07 13F 米德资产管理公司 0 -100.00 0
2025-08-14 13F Citadel 顾问有限公司 55,157 -12.69 11,608 7.87
2025-05-22 NP IPSIX - Voya 指数加上小型股投资组合 I 类 4,533 67.27 772 28.67
2025-08-14 13F Citadel 顾问有限公司 Put 62,700 -27.76 13,195 -10.75
2025-08-14 13F Citadel 顾问有限公司 Call 123,500 28.11 25,991 58.29
2025-07-30 NP FSAKX - 战略顾问美国全股票基金 70,745 4,953.21 11,998 4,962.03
2025-06-27 NP RZG - Invesco S&P SmallCap 600 Pure Growth 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 5,854 -2.21 1,072 -25.37
2025-08-12 13F 保德信金融公司 9,797 6.85 2,062 32.03
2025-08-14 13F 瑞银资产管理美洲公司 38,520 35.52 8,107 67.44
2025-08-12 13F 摩根大通公司 31,116 6.22 6,548 31.25
2025-07-28 13F 港口投资公司 740 257.49 156 342.86
2025-08-29 NP LSSCX - Loomis Sayles 小盘价值基金机构类别 11,865 0.00 2,497 23.56
2025-08-12 13F MAI资本管理 238 15.53 50 42.86
2025-06-27 NP RSSL - Global X Russell 2000 ETF 5,681 6.71 1,040 -18.50
2025-06-03 13F 投资有限责任公司 5,711 10.94 973 -14.81
2025-08-12 13F Nuveen有限责任公司 19,972 -88.52 4,203 -49.76
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 3,135 -8.73 660 12.65
2025-08-11 13F 环球保险及服务有限公司 12,636 0.00 2,659 23.56
2025-06-18 NP RSEAX - 美国战略股票基金A类 2,966 543
2025-08-13 13F 期权解决方案有限公司 20,930 19.13 4,405 47.19
2025-08-11 13F 花旗集团 9,013 -39.70 1,897 -25.50
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 0 -100.00 0 -100.00
2025-08-15 13F 田纳西州财政部 3,064 -15.75 645 4.04
2025-08-11 13F 科罗拉多州公共雇员退休协会 1,036 0.00 0
2025-08-14 13F 隆奥资产管理（美国）公司 10,070 2,119
2025-05-15 13F CM Bidwell & Associates 有限公司 0 -100.00 0
2025-07-16 13F/A CX 机构 1,333 0.00 0
2025-08-08 13F SG美洲证券有限责任公司 2,970 122.31 1
2025-08-14 13F 都铎投资公司等 Call 5,600 -37.08 1,179 -22.24
2025-08-29 NP QSML - WisdomTree 美国小型股优质增长基金 127 8.55 27 36.84
2025-08-14 13F 都铎投资公司等 Put 3,300 -28.26 694 -11.37
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 28,613 1.78 5,239 -22.27
2025-04-25 13F 新浪潮财富顾问有限公司 0 -100.00 0
2025-08-07 13F Parkside 金融银行与信托 3 -62.50 1 -100.00
2025-08-14 13F 星云研究与开发有限责任公司 3,344 73.08 704 113.68
2025-08-25 NP DSMC - 馏分油中小型现金流 ETF 0 -100.00 0 -100.00
2025-09-04 13F/A 顾问集团控股公司 6,127 18.69 1,272 44.71
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 23,265 2.86 4,260 -21.45
2025-07-28 NP VCSLX - 小盘股指数基金 3,937 10.28 668 10.25
2025-08-14 13F 法国巴黎银行套利公司 8,823 -89.40 1,857 -86.91
2025-08-11 13F 阿尔卑斯顾问公司 2,021 1.20 425 25.00
2025-08-14 13F Ophir 资产管理有限公司 185,127 71.26 42,696 131.90
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 341 -4.48 72 18.33
2025-08-19 13F 怀俄明州 157 33
2025-07-15 13F 第五第三银行 65 -1.52 14 18.18
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 13,346 8.80 2,263 8.75
2025-08-18 13F/A 加拿大国家银行/fi/ 46 -70.13 10 -65.38
2025-07-30 13F 罗曼·巴特勒·富勒顿公司 3,663 1.72 910 45.67
2025-08-21 NP MSCQX - 美世美国中小型股票基金 I 类 17,274 11.49 3,635 37.74
2025-08-11 13F 科维斯特有限公司 229 12.81 0
2025-08-25 NP QWVOX - Clearwater 小公司基金 400 -43.50 84 -30.00
2025-08-26 NP PSGIX - 贝莱德优势小型股成长基金机构 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 1,047 -58.25 220 -48.48
2025-08-12 13F 全球退休合作伙伴有限责任公司 192 92.00 40 81.82
2025-07-31 13F 莱维尔投资管理公司 2,147 22.62 452 51.34
2025-08-13 13F 象限资本集团有限公司 0 -100.00 0
2025-08-13 13F 裸金融服务公司 2 0.00 0
2025-07-23 13F Triasima 投资组合管理公司 0 -100.00 0
2025-08-14 13F 阿默普莱斯金融公司 20,767 -70.22 4,370 -63.19
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 4,851 0.00 1,021 23.49
2025-07-22 13F 梅里特金融集团有限责任公司 4,626 -5.86 974 16.39
2025-08-14 13F Ieq资本有限公司 0 -100.00 0
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 27 -53.45 6 -44.44
2025-07-28 NP AIM 顾问系列信托 (INVESCO COUNSELOR SERIES TRUST) - 景顺奥本海默发现基金 R5 级 113,259 7.37 19,208 7.29
2025-08-14 13F CoreCap 顾问有限责任公司 39 0.00 8 33.33
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 1,423 -4.18 241 -4.37
2025-03-28 NP HAPS - 港湾企业文化小型股 ETF 4,093 -11.18 981 -16.44
2025-08-27 NP 安联可变保险产品信托 - AZL 小盘股指数基金 2 级 3,052 -3.30 642 19.55
2025-08-01 13F 德克萨斯州教师退休制度 1,992 -37.22 419 -22.41
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 1,276 14.03 234 -13.06
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 81 0.00 17 30.77
2025-08-08 13F 纯种金融服务有限公司 1,291 -20.11 0
2025-05-29 NP CSF - VictoryShares US Discovery 增强波动性 Wtd ETF 155 -7.19 26 -29.73
2025-08-12 13F Trexquant 投资有限责任公司 3,319 698
2025-07-31 13F 尼萨投资顾问有限公司 2,631 -10.90 554 10.16
2025-05-08 13F Gsa资本合伙公司 0 -100.00 0
2025-07-22 NP GSSC - 高盛 ActiveBeta(R) 美国小盘股 ETF 1,175 -44.07 199 -44.10
2025-05-15 13F 格伦梅德信托公司 0 -100.00 0
2025-07-30 13F Eqis资本管理公司 3,389 -4.64 713 17.85
2025-08-13 13F 胜利金融集团有限公司 3,296 0.00 694 23.53
2025-08-14 13F 瑞银集团 148,873 -11.49 31,330 9.36
2025-08-14 13F 雷蒙德詹姆斯金融公司 129,509 6.32 27,255 31.37
2025-06-26 NP DFAU - 维度美国核心股票市场 ETF 2,515 28.78 461 -1.71
2025-08-21 NP MXLSX - Great-West Loomis Sayles 小盘价值基金投资者类别 13,213 11.77 2,781 38.10
2025-08-13 13F 朱白财富管理集团有限责任公司 23 27.78 5 33.33
2025-08-29 NP DIAMX - 钻石山多空基金 A 级 Short -15,695 -28.56 -3,303 -11.73
2025-07-29 NP SMXAX - SIIT 扩展市场指数基金 - A 类 1,364 0.00 231 0.00
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 6,023 -55.79 1,103 -66.26
2025-08-26 NP PACAX - Putnam动态资产配置保守基金A类股票 137 -2.14 29 21.74
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 6,662 -8.88 1,130 -8.95
2025-08-14 13F Optiver控股有限公司 34 7
2025-08-27 NP TIFF 投资计划 - TIFF 多元资产基金 Short -5,212 -23.79 -1,097 -5.84
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 1,477 -49.85 311 -38.12
2025-08-27 NP SEASONS SERIES TRUST - SA Putnam 资产配置多元化增长投资组合 1 级 100 -1.96 21 23.53
2025-08-25 NP MMGEX - MassMutual Select 小盘成长股票基金 A 类 5,266 -5.49 1,108 16.75
2025-03-26 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 202 -84.79 48 -85.80
2025-08-13 13F Apis 资本顾问有限责任公司 0 -100.00 0
2025-08-14 13F 联信银行 7,147 9.08 1,504 34.89
2025-08-15 NP 罗伊斯微型资本信托公司 /md/ 11,396 0.00 2,398 23.54
2025-08-13 13F RSM美国财富管理有限公司 1,340 4.36 282 28.90
2025-07-24 13F 罗纳德·布鲁信托公司 14 -12.50 3 0.00
2025-08-29 NP SKSEX - AMG Managers Skyline 特别股票基金 N 级 10,400 2,189
2025-07-08 13F 上升顾问有限责任公司 6 1
2025-06-25 NP BKSE - 纽约梅隆银行美国小盘核心股票 ETF 464 -18.74 85 -38.24
2025-05-15 13F 坎布里亚投资管理有限公司 0 -100.00 0
2025-08-13 13F 文艺复兴科技有限公司 26,834 -44.71 5,647 -31.68
2025-08-13 13F 安全港信托有限责任公司 50 11
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 1,152 -3.19 195 -2.99
2025-08-12 13F 扎克斯投资管理公司 5,953 -1.99 1,253 21.08
2025-07-11 13F 远远财务顾问有限责任公司 184 -50.00 39 -40.62
2025-08-14 13F Mml 投资者服务有限公司 9,597 35.32 2 100.00
2025-08-28 NP WMKSX - WesMark 小公司成长基金 4,600 0.00 968 23.63
2025-06-25 NP FYC - First Trust 小盘增长 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8,757 -34.62 1,603 -50.08
2025-08-14 13F 西永资本有限公司 3,014 -40.08 634 -25.93
2025-08-05 13F 登喜路金融有限责任公司 21 0.00 4 33.33
2025-08-13 13F 纽约州共同退休基金 7,922 141.75 2
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 63,749 0.00 13,416 23.55
2025-05-20 NP RIFBX - 美国小型股票基金 486 -12.12 83 -32.79
2025-08-12 13F 磁星金融有限责任公司 7,158 1,506
2025-08-11 13F 蓝钟私人财富管理有限公司 40 0.00 8 33.33
2025-05-28 NP BEQGX - 股票成长基金投资者类别 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 0 -100.00 0 -100.00
2025-06-25 NP GCSIX - 高盛小型股股票洞察基金机构 8,986 18.08 1,645 -9.81
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 312,155 2.30 65,693 26.40
2025-06-26 NP DFAS - 维度美国小型股 ETF 32,318 1.94 5,918 -22.15
2025-05-09 13F 信托银行 0 -100.00 0
2025-08-14 13F Qube研究与技术有限公司 33,734 7,099
2025-07-17 13F 查塔姆资本集团有限公司 14,134 2,975
2025-07-30 NP BIGTX - 德克萨斯州基金 I 类 444 12.69 75 -28.57
2025-05-15 13F 阿亚尔资本顾问有限公司 Put 0 -100.00 0
2025-05-27 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 0 -100.00 0 -100.00
2025-08-14 13F 塞伊投资公司 3,983 17.49 838 45.23
2025-08-14 13F 海特对冲资产管理有限责任公司 14,041 -85.42 2,955 -81.99
2025-07-29 NP SECAX - SIIT 小盘 II 基金 - A 类 1,007 -9.03 171 -9.09
2025-08-12 13F 公共部门养老金投资委员会 32,068 7.38 6,749 32.68
2025-08-01 13F 贝西默集团公司 38 -34.48 0
2025-05-14 13F 华尔街眼资本有限责任公司 0 -100.00 0 -100.00
2025-08-25 13F/A 路博迈伯曼集团有限责任公司 2,260 49.27 476 84.82
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 112,544 0.00 20,608 -23.64
2025-08-26 NP NVSOX - 富国银行纪律小盘基金管理员班 2,255 -8.93 475 12.59
2025-06-24 NP BBSC - 摩根大通 BetaBuilders 美国小盘股 ETF 3,406 11.45 624 -14.89
2025-08-14 13F 维维恩基金管理有限责任公司 1,755 7.60 369 33.21
2025-08-26 NP Profunds - Profunds 小型股副总裁 22 4.76 5 33.33
2025-08-14 13F 新弗农资本控股 II 有限责任公司 1,191 -99.41 251 24,900.00
2025-08-20 NP 全国可变保险信托 - NVIT 小盘指数基金 II 类 1,800 9.62 379 35.48
2025-07-08 13F 并行顾问有限责任公司 84 1.20 18 21.43
2025-08-04 13F 汉兹金融服务公司 13 -89.76 0
2025-07-29 NP VINAX - 先锋工业指数基金 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 9,980 -5.05 1,693 -5.10
2025-08-13 13F 第一信托顾问有限公司 371,016 31.75 78,080 62.78
Other Listings
US:POWL US$272.40
IT:1POWL €192.40
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista

© 2015-2025 Fintel Ventures LLC. All rights reserved. Fintel® is a registered trademark.

This website is provided “as is” without any representations or warranties, express or implied. Fintel makes no representations or warranties in relation to this website or the information and materials provided on this website. Nothing on this website constitutes, or is meant to constitute, advice of any kind. If you require advice in relation to any financial matter you should consult an appropriate professional.

About Fintel
Top Investors
Features
Explore
Help Center