机构投资人持股和股东
SFL Corporation Ltd. (DE:UG6) 有 359 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 58,691,622 股股票。 最大股东包括 Dimensional Fund Advisors Lp, BlackRock, Inc., American Century Companies Inc, IWM - iShares Russell 2000 ETF, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd., AVUV - Avantis U.S. Small Cap Value ETF, State Street Corp, DFSVX - U.s. Small Cap Value Portfolio - Institutional Class, Geode Capital Management, Llc, and Bank of New York Mellon Corp .
SFL Corporation Ltd. (DB:UG6)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 6.90 / share. Previously, on September 9, 2024, the share price was 10.26 / share. This represents a decline of 32.68% 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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| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-26 | NP | 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 | 11,855 | 10.26 | 99 | 11.36 | ||||
| 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 | 221,627 | -8.07 | 1,822 | -28.39 | ||||
| 2025-07-29 | NP | SEIAX - SIIT 多元资产真实回报基金 - A 类 | 4,416 | 0.00 | 38 | -5.13 | ||||
| 2025-08-11 | 13F | 五大湖顾问有限公司 | 401,072 | 3,341 | ||||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 24,882 | -11.99 | 207 | -10.39 | ||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 3,500 | 0.00 | 29 | 3.57 | ||||
| 2025-08-26 | NP | Profunds - Profunds 小型股副总裁 | 277 | -6.10 | 2 | 0.00 | ||||
| 2025-08-26 | NP | FLQS - 富兰克林 LibertyQ 美国小盘股 ETF | 8,257 | 3.39 | 69 | 4.62 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 84,500 | 704 | ||||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT GS 小盘股票洞察基金 Y 级 | 59,718 | 387.33 | 497 | 397.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - ATM 小盘波动率管理投资组合 K 级 | 40,097 | -7.56 | 334 | -5.92 | ||||
| 2025-08-11 | 13F | Wbi 投资公司 | 26,869 | 224 | ||||||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 12,388 | -9.34 | 103 | -8.04 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 195,565 | 828.61 | 1,629 | 847.09 | ||||
| 2025-07-29 | NP | VRTTX - Vanguard Russell 3000 指数基金机构股票 | 10,439 | 0.00 | 90 | -5.32 | ||||
| 2025-03-26 | NP | SFSNX - Schwab Fundamental 美国小公司指数基金机构股票 | 32,316 | -50.43 | 341 | -50.80 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD 小盘价值指数投资组合 P 级 | 15,824 | 12.79 | 132 | 13.91 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 塞伊投资公司 | 32,673 | 84.22 | 272 | 86.90 | ||||
| 2025-06-26 | NP | FSSNX - 富达小型股指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,346,841 | 4.56 | 11,071 | -18.53 | ||||
| 2025-07-22 | 13F | 雪松山顾问有限责任公司 | 79 | 2.60 | 1 | |||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 10,801 | 90 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT 小盘价值投资组合 IB 级 | 19,251 | 18.50 | 160 | 20.30 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/2000 管理波动性投资组合 IB 级 | 142,002 | -3.94 | 1,183 | -2.48 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 5,986 | 0.00 | 50 | 0.00 | ||||
| 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 | 133,991 | 18.87 | 1,116 | 20.78 | ||||
| 2025-08-26 | NP | 北方基金 - 北方小盘核心基金 K 类 | 14,553 | -5.54 | 121 | -3.97 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 9,445 | 81 | ||||||
| 2025-04-25 | 13F | 阿尔比恩金融集团 /ut | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 334,166 | -43.23 | 2,784 | -42.33 | ||||
| 2025-05-19 | 13F/A | 简街集团有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-13 | 13F | 景顺有限公司 | 239,995 | -24.12 | 1,999 | -22.91 | ||||
| 2025-08-14 | 13F | 采石场LP | 5,676 | 53.16 | 47 | 56.67 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 14,608 | 893.07 | 0 | |||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | SA 基金投资信托 - SA 美国小型公司基金 | 4,682 | 0.00 | 39 | 2.63 | ||||
| 2025-08-01 | 13F | 罗斯比金融（LCC） | 2,678 | 0.00 | 22 | 4.76 | ||||
| 2025-05-08 | 13F | XTX Topco有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 左脑财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | QUANTITATIVE MASTER SERIES LLC - Master 小盘股指数系列 | 222,599 | 0.00 | 1,854 | 1.59 | ||||
| 2025-06-25 | NP | GCSIX - 高盛小型股股票洞察基金机构 | 48,487 | -70.20 | 399 | -73.09 | ||||
| 2025-05-27 | 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 | 17,062 | 2.27 | 140 | -18.24 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 471,121 | -2.23 | 3,924 | -0.68 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 212,009 | -7.57 | 1,766 | -6.06 | ||||
| 2025-08-13 | 13F | 箭街资本有限合伙企业 | 55,523 | -24.22 | 463 | -23.00 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 132,100 | -10.50 | 1,100 | -9.09 | |||
| 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 | 3,575 | -0.64 | 29 | -19.44 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 99,900 | 1.42 | 832 | 3.10 | |||
| 2025-05-06 | 13F | Y-Intercept (香港) 有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-19 | 13F/A | 简街集团有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-08 | 13F | 创意策划 | 70,147 | 12.45 | 584 | 14.29 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | 新咨询服务有限责任公司 | 122 | 0.00 | 1 | 0.00 | ||||
| 2025-05-14 | 13F | Eqis资本管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | IFP 顾问公司 | 2,504 | 2.41 | 22 | 5.00 | ||||
| 2025-07-28 | 13F | Kiker 财富管理有限公司 | 10,000 | 0.00 | 83 | 1.22 | ||||
| 2025-08-26 | NP | IVCSX - Voya 小型公司投资组合 I 类 | 184,133 | 151.62 | 1,534 | 155.50 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 3,276 | 81.60 | 27 | 92.86 | ||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 6,010 | 43.10 | 50 | 47.06 | ||||
| 2025-04-25 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 27,249 | 12.08 | 246 | -3.53 | ||||
| 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 | 230,396 | 10.92 | 1,977 | 5.39 | ||||
| 2025-08-14 | 13F | 克劳福德投资顾问公司 | 26,000 | 25.60 | 217 | 27.81 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 47 | 0 | ||||||
| 2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 7,800 | -47.33 | 65 | -47.11 | ||||
| 2025-05-15 | 13F | 立体派系统策略有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 105 | 1 | ||||||
| 2025-03-31 | NP | VEXPX - VANGUARD EXPLORER 基金投资者股票 | 183,664 | 0.00 | 1,938 | -0.56 | ||||
| 2025-07-30 | 13F | 道德公司 | 27,974 | -31.29 | 237 | -29.34 | ||||
| 2025-06-26 | NP | DFSV - 维度美国小盘价值 ETF | 636,639 | 9.54 | 5,233 | -14.65 | ||||
| 2025-05-14 | 13F | Peak6有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | VVICX - Voya VACS 指数系列 SC 投资组合 | 9,214 | 4.09 | 77 | 5.56 | ||||
| 2025-05-05 | 13F | Transce3nd有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 643,453 | -14.54 | 5,360 | -13.20 | ||||
| 2025-07-31 | 13F | 财通国际资产管理有限公司 | 80 | -93.92 | 1 | -100.00 | ||||
| 2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | DFUV - 维度美国市场价值 ETF | 79,636 | -23.70 | 655 | -40.60 | ||||
| 2025-08-14 | 13F | 多尼资产管理公司/ca | 113,050 | -60.33 | 1 | -100.00 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 5,608 | -66.13 | 46 | -73.56 | ||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 115,717 | 23.78 | 964 | 25.72 | ||||
| 2025-08-06 | 13F | 联邦股权服务有限公司 | 38,261 | 15.19 | 0 | |||||
| 2025-08-12 | 13F | 皮克顿马奥尼资产管理公司 | 103 | 0.00 | 0 | |||||
| 2025-06-26 | NP | USMIX - 扩展市场指数基金 | 11,407 | -14.35 | 94 | -33.57 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 沃洛里奇投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 23,690 | 197 | ||||||
| 2025-07-29 | NP | VRTGX - Vanguard Russell 2000 增长指数基金机构股票 | 24,005 | -4.68 | 206 | -9.69 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 2,606 | 3.17 | 22 | 5.00 | ||||
| 2025-08-14 | 13F | Aster 资本管理（DIFC）有限公司 | 147 | -95.84 | 1 | -96.77 | ||||
| 2025-08-28 | NP | CBHAX - 胜利市场中性收益基金 A 类 | 907,134 | 67.47 | 7,556 | 70.14 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 小型股指数投资组合 1 级 | 14,844 | 2.57 | 122 | -19.74 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 11,434 | 65.61 | 94 | 29.17 | ||||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 37,351 | 4.22 | 0 | |||||
| 2025-08-13 | 13F | 文艺复兴科技有限公司 | 900,497 | -30.16 | 7,501 | -29.05 | ||||
| 2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 4,008 | 9.45 | 33 | 10.00 | ||||
| 2025-05-15 | 13F | 哥谭资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-30 | NP | VYM - Vanguard 高股息收益率指数基金 ETF 股票 | 494,731 | -8.02 | 4,067 | -28.34 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL DFA 美国核心股票基金 | 4,935 | 0.00 | 41 | 2.50 | ||||
| 2025-05-15 | 13F | 金刚狼贸易有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-05 | 13F | 纽约梅隆银行 | 1,498,334 | 13.95 | 12,481 | 15.76 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 小盘指数基金 II 类 | 23,240 | 4.76 | 194 | 6.63 | ||||
| 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 | 8,359 | -3.08 | 72 | -7.79 | ||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 550,335 | 121.93 | 4,584 | 125.48 | ||||
| 2025-08-05 | 13F | 普兰特莫兰财务顾问有限责任公司 | 2,000 | 0.00 | 17 | 0.00 | ||||
| 2025-08-08 | 13F | 顾问资本管理有限责任公司 | 443,337 | 2.80 | 3,693 | 4.44 | ||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 36,988 | -2.58 | 308 | -0.96 | ||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 69,102 | 576 | ||||||
| 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 | 324,152 | 2.32 | 2,665 | -20.29 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-08-05 | 13F | 西格玛规划公司 | 233,577 | 89.08 | 1,946 | 92.19 | ||||
| 2025-08-19 | 13F | 新桥金融服务集团有限公司 | 3,000 | 0.00 | 25 | 0.00 | ||||
| 2025-08-13 | 13F | 永星资产管理有限公司 | 61,098 | 509 | ||||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 26,148 | 218 | ||||||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 349,837 | -31.25 | 2,914 | -30.15 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 1,515,081 | -6.35 | 12,621 | -4.87 | ||||
| 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 | 2,365 | 0.00 | 20 | 0.00 | ||||
| 2025-05-15 | 13F | 布拉姆斯希尔投资有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-05 | 13F | 杰克逊溪投资顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | 港口投资公司 | 1,269 | 0.79 | 11 | 0.00 | ||||
| 2025-06-26 | NP | TISBX - TIAA-CREF 小型股混合指数基金机构类别 | 166,676 | 0.00 | 1,370 | -22.07 | ||||
| 2025-05-27 | NP | 可变保险产品基金 II - 纪律严明的小型股投资组合初始类别 | 25,453 | -59.24 | 209 | -67.40 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 899 | 237.97 | 7 | 250.00 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 276,620 | 161.50 | 2,274 | 103.67 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 90 | 1 | ||||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 23,630 | 88.86 | 197 | 92.16 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | 1,016,245 | 86.44 | 8,465 | 89.42 | ||||
| 2025-06-26 | NP | DFAS - 维度美国小型股 ETF | 411,302 | -0.59 | 3,381 | -22.57 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 多经理小型公司基金 I 类 | 42,427 | 0.00 | 353 | 1.73 | ||||
| 2025-08-05 | 13F | 西区投资管理公司 | 989 | 0.00 | 8 | 0.00 | ||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 46 | -48.89 | 0 | |||||
| 2025-05-09 | 13F | 新时代阿尔法顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 32,672 | 30.70 | 273 | 33.17 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | 12,049 | 47.33 | 100 | 49.25 | ||||
| 2025-08-28 | NP | IWM - iShares Russell 2000 ETF | 3,025,792 | -10.74 | 25,205 | -9.33 | ||||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 380,299 | -1.21 | 3,126 | -23.02 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 55,692 | 464 | ||||||
| 2025-07-25 | NP | FNDC - 嘉信基本国际小公司指数 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 | 115,446 | 20.44 | 991 | 14.45 | ||||
| 2025-04-25 | NP | VFVA - Vanguard US Value Factor ETF ETF 股票 | 51,087 | 0.00 | 461 | -14.15 | ||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 16,028 | 134 | ||||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 8,084 | 67.79 | 68 | 74.36 | ||||
| 2025-06-27 | NP | SDIV - Global X SuperDividend 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 | 839,894 | 8.62 | 6,904 | -26.64 | ||||
| 2025-06-23 | NP | SLPIX - 小盘股深度投资者类别 | 127 | -11.81 | 1 | 0.00 | ||||
| 2025-04-24 | 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 | 171,809 | -49.42 | 1,551 | -56.59 | ||||
| 2025-07-28 | NP | AVUV - Avantis 美国小型股价值 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,418,034 | 3.13 | 20,747 | -2.01 | ||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 255 | 64.52 | 2 | 100.00 | ||||
| 2025-06-27 | NP | EBIT - Harbor AlphaEdge 小型股收益者 ETF | 1,546 | 1.58 | 13 | -25.00 | ||||
| 2025-08-26 | NP | Profunds - Profund 超小型股副总裁 | 423 | -10.38 | 4 | 0.00 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 19,594 | 163 | ||||||
| 2025-08-14 | 13F | 赫尔利资本有限责任公司 | 2,159 | 3.20 | 18 | 0.00 | ||||
| 2025-07-30 | 13F | Onyx Bridge 财富集团有限责任公司 | 11,855 | 0.00 | 99 | 1.03 | ||||
| 2025-08-05 | 13F | 登喜路金融有限责任公司 | 4,000 | 33 | ||||||
| 2025-06-27 | NP | EAISX - 参数国际股票基金投资者类别 | 5,400 | -44.33 | 44 | -53.68 | ||||
| 2025-08-14 | 13F | 古尔德资本有限责任公司 | 200 | 0.00 | 2 | 0.00 | ||||
| 2025-05-28 | NP | QCEQRX - 股票指数账户类别 R1 | 45,041 | 0.00 | 369 | -19.78 | ||||
| 2025-07-28 | NP | ITWO - ProShares Russell 2000 高收益 ETF | 2,218 | -2.93 | 19 | -5.00 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 40,899 | -23.78 | 341 | -22.55 | ||||
| 2025-07-28 | NP | AVIE - Avantis 通胀聚焦股票 ETF | 123 | 0.00 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | 创始者有限公司 | 14,491 | 121 | ||||||
| 2025-07-07 | 13F | 西北及道德投资有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | 潮汐有限责任公司 | 1,326 | 0.00 | 11 | 10.00 | ||||
| 2025-08-26 | NP | NOSGX - 北方小盘价值基金 | 71,847 | -94.21 | 598 | -93.57 | ||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 19,450 | 179 | ||||||
| 2025-05-12 | 13F | 艾根投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 恩瓦姆有限公司 | 17,665 | 17.57 | 165 | 33.33 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 1,000 | 0.00 | 8 | -20.00 | ||||
| 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 | 98,442 | 3.69 | 820 | 5.40 | ||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 19,364 | -2.85 | 161 | -1.23 | ||||
| 2025-08-07 | 13F | 中央信托公司 | 200 | 0.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | 星云研究与开发有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 等投资顾问公司 | 16,034 | 10.40 | 134 | 11.76 | ||||
| 2025-08-27 | NP | RYMKX - 罗素 2000 1.5 倍策略基金 H 级 | 170 | -4.49 | 1 | 0.00 | ||||
| 2025-04-30 | 13F | 协同投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-22 | NP | DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 小盘股指数 VIP A 级 | 18,585 | -6.45 | 155 | -4.94 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 小型成长型投资组合 | 22,729 | 0.00 | 189 | 1.61 | ||||
| 2025-08-28 | NP | WFIVX - Wilshire 5000 指数基金投资类别 | 575 | 0.00 | 5 | 0.00 | ||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 67,612 | -25.83 | 563 | -24.63 | ||||
| 2025-06-23 | NP | PJARX - 小盘价值基金 II R-3 | 8,093 | 15.20 | 67 | -10.81 | ||||
| 2025-08-05 | 13F | 科顿资本公司 | 34,893 | 27.44 | 291 | 29.46 | ||||
| 2025-05-16 | 13F | 科佩尔咨询解决方案有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | NP | CFSLX - 专栏小型股基金 | 14,626 | 7.53 | 125 | -12.59 | ||||
| 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 | |||||
| 2025-07-29 | 13F | 阿尔伯特·D·梅森公司 | 92,129 | -6.99 | 767 | -5.54 | ||||
| 2025-07-18 | 13F | RKL财富管理有限责任公司 | 25,000 | 0.00 | 208 | 1.46 | ||||
| 2025-08-13 | 13F | 北方信托公司 | 883,894 | -1.59 | 7,363 | -0.04 | ||||
| 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 | 74,811 | 0.00 | 642 | -5.04 | ||||
| 2025-06-23 | NP | UAPIX - 超小盘深度投资者类别 | 1,335 | -29.88 | 11 | -50.00 | ||||
| 2025-08-14 | 13F | 瑞银集团 | 581,056 | 51.91 | 4,840 | 54.34 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 14,950 | -48.42 | 125 | -47.68 | ||||
| 2025-08-28 | NP | VYSVX - Vericimetry 美国小型股价值基金 | 19,270 | 24.64 | 161 | 26.98 | ||||
| 2025-07-17 | 13F | 斯特林投资顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-04-24 | 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 | 1,243 | -49.33 | 11 | -56.00 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 维度美国核心股票 1 基金标准类别 | 13,649 | 0.00 | 114 | 1.80 | ||||
| 2025-08-28 | NP | SIFAX - SIMT 多资产通胀管理基金 F 类 | 3,000 | 0.00 | 25 | 0.00 | ||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 1,256 | 1.05 | 10 | 0.00 | ||||
| 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 | 138,455 | -4.45 | 1,138 | -25.52 | ||||
| 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 | 4,213 | -11.29 | 35 | -7.89 | ||||
| 2025-06-26 | NP | SMLF - iShares Edge MSCI 多因子美国小型股 ETF | 104,847 | 7.84 | 862 | -16.00 | ||||
| 2025-08-06 | 13F | 福克斯运行管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 1,332 | 23.56 | 11 | 37.50 | ||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 29,389 | -60.55 | 245 | -60.00 | ||||
| 2025-03-31 | NP | FZILX - 富达零国际指数基金 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 | 17,646 | 0.00 | 186 | -0.53 | ||||
| 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 | 15,267 | -2.26 | 127 | -0.78 | ||||
| 2025-08-28 | NP | TPMN - 蒂莫西计划市场中性 ETF | 13,738 | -3.84 | 114 | -2.56 | ||||
| 2025-08-12 | 13F | 恒线顾问公司 | 212,657 | -5.90 | 1,771 | -4.43 | ||||
| 2025-08-26 | NP | TLSTX - 股票指数基金 | 1,567 | 0.00 | 13 | 8.33 | ||||
| 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 | 770,348 | -13.41 | 6,332 | -32.53 | ||||
| 2025-07-22 | NP | DSMFX - 目的地中小型股票基金 I 类 | 3,537 | 0.00 | 30 | -3.23 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 913 | 624.60 | 8 | 600.00 | ||||
| 2025-06-27 | NP | DIV - Global X SuperDividend 美国 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 | 1,387,298 | 42.95 | 11,404 | 11.38 | ||||
| 2025-05-27 | NP | 可变保险产品基金 II - 国际指数投资组合初始类别 | 2,403 | 0.00 | 20 | -20.83 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | 132,541 | 1,104 | ||||||
| 2025-04-29 | NP | SSMAX - Siit 中小盘股票基金 - A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 43,827 | -1.95 | 365 | -0.27 | ||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 84 | 1 | ||||||
| 2025-05-08 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Virtu 金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | 咨询服务网络有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 1,287 | 11 | ||||||
| 2025-07-28 | NP | HDG - ProShares 对冲复制 ETF | 172 | 11.69 | 1 | 0.00 | ||||
| 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 | 608,964 | 0.00 | 5,006 | -22.09 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | 37,023 | -79.61 | 308 | -79.30 | ||||
| 2025-07-31 | 13F | MQS 管理有限责任公司 | 13,052 | -26.00 | 109 | -25.00 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 419 | 264.35 | 3 | |||||
| 2025-07-28 | NP | MSSM - 摩根士丹利 Pathway 中小型股 ETF | 5,641 | 18.83 | 48 | 14.29 | ||||
| 2025-08-12 | 13F | Trexquant 投资有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 水手有限责任公司 | 31,832 | 62.17 | 265 | 65.63 | ||||
| 2025-06-23 | NP | PPNMX - 小型股成长基金 I R-3 | 2,593 | -9.30 | 21 | -30.00 | ||||
| 2025-06-26 | NP | DFAT - 维度美国目标价值 ETF | 1,109,649 | -3.32 | 9,121 | -24.68 | ||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 19,717 | -0.39 | 164 | 1.23 | ||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 18,777 | 2.04 | 156 | 4.00 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - Russell 2000(R) 1.5x 策略基金可变年金 | 33 | -5.71 | 0 | |||||
| 2025-04-25 | 13F | 财富之星顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 尖峰财富管理 | 308 | 0.00 | 3 | 0.00 | ||||
| 2025-07-09 | 13F | 港湾资本顾问公司 | 1,409 | -7.85 | 0 | |||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 37,324 | 10.76 | 311 | 12.32 | ||||
| 2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 74,630 | -0.19 | 622 | 1.31 | ||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 56,446 | 7.50 | 0 | |||||
| 2025-08-14 | 13F | 雅各布斯利维股权管理公司 | 69,574 | -31.30 | 580 | -30.24 | ||||
| 2025-06-27 | NP | RSSL - Global X Russell 2000 ETF | 78,901 | 6.14 | 649 | -17.35 | ||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 6,881 | 4,310.90 | 57 | 5,500.00 | ||||
| 2025-05-15 | 13F | 金刚狼贸易有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | NP | VCSLX - 小盘股指数基金 | 53,912 | 8.06 | 463 | 2.67 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 0 | 0 | ||||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 176,717 | -6.07 | 1,469 | -4.80 | ||||
| 2025-05-09 | 13F | Pathway 财务顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 61,382 | 11.66 | 511 | 13.56 | ||||
| 2025-08-13 | 13F | 连续咨询有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | GSATX - 高盛小盘价值洞察基金 A 类 | 86,832 | 372.71 | 714 | 269.43 | ||||
| 2025-06-05 | NP | GTAPX - 定量美国多头/空头股票投资组合 | Short | -21,400 | -176 | |||||
| 2025-05-28 | NP | 太平洋精选基金 - PD 小盘成长指数投资组合 P 类 | 1,322 | -22.37 | 11 | -41.18 | ||||
| 2025-08-04 | 13F | 联合银行 | 4,523 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 148 | 1 | ||||||
| 2025-08-29 | NP | JADMX - 小盘机会信托资产净值 | 12,426 | 18.05 | 104 | 19.77 | ||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 2,806,744 | 7.20 | 23,380 | 8.90 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard 金融服务有限责任公司 | 12,500 | 0.00 | 104 | 1.96 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 206,619 | 30.31 | 2 | 0.00 | ||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 2,393 | 0.00 | 20 | 0.00 | ||||
| 2025-08-06 | 13F | 帕拉贡资本管理公司 | 11,500 | 0.00 | 96 | 1.06 | ||||
| 2025-08-26 | NP | BOSVX - Omni 小盘价值基金 N 类 | 669,132 | -3.72 | 5,574 | -2.21 | ||||
| 2025-05-15 | 13F | 德肖公司 | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 5,470 | 275.95 | 46 | 309.09 | ||||
| 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 | 48,860 | 145.92 | 407 | 151.23 | ||||
| 2025-08-28 | NP | WBIY - WBI功率因数高股息ETF | 26,869 | 224 | ||||||
| 2025-08-12 | 13F | 卡尔顿联合公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 3,385 | 19.57 | 28 | 21.74 | ||||
| 2025-05-05 | 13F | 影响合伙财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 领资本管理有限责任公司 | 10,500 | 87 | ||||||
| 2025-08-12 | 13F | 动态技术实验室私人有限公司 | 20,637 | -61.56 | 172 | -60.91 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 3,317 | 789.28 | 28 | 800.00 | ||||
| 2025-07-22 | NP | GSSC - 高盛 ActiveBeta(R) 美国小盘股 ETF | 15,668 | -27.23 | 134 | -30.93 | ||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 63,540 | 11.42 | 1 | |||||
| 2025-07-29 | NP | SMXAX - SIIT 扩展市场指数基金 - A 类 | 18,576 | 0.00 | 159 | -4.79 | ||||
| 2025-08-18 | 13F | 前排顾问有限责任公司 | 500 | 0.00 | 4 | 0.00 | ||||
| 2025-05-27 | NP | IWO - iShares Russell 2000 Growth ETF | 236,741 | -3.65 | 1,941 | -22.70 | ||||
| 2025-05-23 | NP | EQ ADVISORS TRUST - EQ/摩根士丹利小型股成长投资组合 IB 级 | 4,102 | 0.00 | 34 | -19.51 | ||||
| 2025-07-23 | NP | VYSGX - Voya 小公司基金 W 级 | 108,650 | 153.64 | 932 | 141.45 | ||||
| 2025-08-13 | 13F | PharVision 顾问有限责任公司 | 16,254 | 135 | ||||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 27,004 | 935.83 | 225 | 966.67 | ||||
| 2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 34,864 | -0.78 | 290 | 0.69 | ||||
| 2025-08-07 | 13F | 麦克拉伦财务顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 国际资产投资管理有限公司 | 117,045 | 10.69 | 975 | 12.34 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - MetLife Russell 2000 指数投资组合 A 类 | 46,611 | 0.00 | 388 | 1.57 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 1,013,517 | 55.08 | 8,443 | 57.53 | ||||
| 2025-06-26 | NP | DFFVX - 美国目标价值投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,075,571 | 0.00 | 8,841 | -22.09 | ||||
| 2025-05-14 | 13F | Peak6有限责任公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-01 | 13F | GoalVest咨询有限责任公司 | 3,500 | 40.00 | 29 | 45.00 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 小盘价值投资组合 I 类 | 79,208 | -2.31 | 660 | -0.75 | ||||
| 2025-07-18 | 13F | 切尔西律师公司 | 10,000 | 0.00 | 83 | 1.22 | ||||
| 2025-08-14 | 13F | 麦克拉斯和埃克有限责任公司 | 1,518 | 0.00 | 13 | 0.00 | ||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 17,338 | 324.02 | 144 | 336.36 | ||||
| 2025-08-11 | 13F | 入口点资本有限责任公司 | 11,699 | -38.35 | 97 | -37.42 | ||||
| 2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 18,048 | 4.89 | 150 | 6.38 | ||||
| 2025-08-13 | 13F | 卡特勒资本管理有限责任公司 | 338,792 | -0.44 | 2,822 | 1.15 | ||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-08-12 | 13F | 贝莱德公司 | 6,666,794 | -6.55 | 55,534 | -5.07 | ||||
| 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 | 226,072 | -26.96 | 1,858 | -43.09 | ||||
| 2025-08-15 | 13F | 财富合作有限责任公司 | 75 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 150 | -16.20 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 184,597 | -25.56 | 1,538 | -24.40 | ||||
| 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 | 193,416 | -30.06 | 1,590 | -45.53 | ||||
| 2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | 威斯康星州投资委员会 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 34,692 | 4.02 | 285 | -18.80 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 28,089 | 0.00 | 234 | 1.30 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 11,812 | 100 | ||||||
| 2025-08-14 | 13F | 美国银行 /de/ | 140,019 | 18.33 | 1,166 | 20.21 | ||||
| 2025-08-13 | 13F | Skandinaviska Enskilda Banken AB（出版） | 6,000 | 50 | ||||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 55,000 | 19.31 | 458 | 21.16 | |||
| 2025-07-21 | 13F | 未来金融财富管理有限责任公司 | 2,000 | 0.00 | 17 | 0.00 | ||||
| 2025-08-11 | 13F | 花旗集团 | 62,381 | -43.08 | 520 | -42.20 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 45,300 | -24.12 | 377 | -22.90 | |||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/小型公司指数投资组合 IB 类 | 61,865 | 0.00 | 515 | 1.58 | ||||
| 2025-05-15 | 13F | Citadel 顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | NP | BBVSX - Bridge Builder 中小盘价值基金 | 57,593 | 20.66 | 480 | 22.51 | ||||
| 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 | 60,832 | 10.34 | 500 | -13.94 | ||||
| 2025-07-28 | NP | URTY - ProShares UltraPro Russell2000 | 9,549 | -28.47 | 82 | -32.50 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 296,208 | 31.53 | 2,467 | 33.64 | ||||
| 2025-08-28 | NP | GWX - SPDR(R) S&P(R) 国际小型股 ETF | 60,930 | -1.57 | 508 | 0.00 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 2,403 | 317.19 | 20 | 400.00 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者美国小型股管理式 ETF | 3,554 | 59.95 | 29 | 26.09 | ||||
| 2025-08-11 | 13F | 海克斯康资本合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 诺瓦克和鲍威尔金融服务公司 | 42,636 | 3.28 | 355 | 5.03 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 1,700 | 0.00 | 14 | 7.69 | ||||
| 2025-05-30 | NP | 新时代阿尔法基金信托 - NAA 机会基金 C 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 155,609 | 6.22 | 1,296 | 7.91 | ||||
| 2025-08-12 | 13F | 德意志银行\ | 75,637 | -18.33 | 630 | -17.00 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 161 | 1 | ||||||
| 2025-08-14 | 13F | 金融网络财富顾问有限责任公司 | 102 | 0.00 | 1 | |||||
| 2025-07-28 | NP | UWM - ProShares Ultra Russell2000 | 13,028 | -18.72 | 112 | -22.92 | ||||
| 2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert VP Russell 2000 小型股指数投资组合 - I 类 | 12,388 | -9.34 | 103 | -8.04 | ||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 1,500 | 0.00 | 12 | 20.00 | ||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 420 | 3 | ||||||
| 2025-06-18 | NP | 全国共同基金 - 全国基本全盘股票投资组合 R6 级 | 2,019 | -45.36 | 17 | -57.89 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 维度美国核心股票 2 基金标准类别 | 10,126 | 0.00 | 84 | 1.20 | ||||
| 2025-05-14 | 13F | 亨廷顿国家银行 | 0 | -100.00 | 0 | |||||
| 2025-06-24 | NP | SFILX - 嘉信基本国际小公司指数基金机构股票 | 24,871 | 41.22 | 204 | 10.27 | ||||
| 2025-05-05 | 13F | 洛杉矶资本管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 5,330 | 2.90 | 44 | 4.76 | ||||
| 2025-07-18 | 13F | 佛蒙特州信托公司 | 600 | 5 | ||||||
| 2025-08-12 | 13F | 美国世纪公司 | 3,297,605 | 27.18 | 27,469 | 29.20 | ||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 18,580 | 1.57 | 0 | |||||
| 2025-04-29 | 13F | 李丹纳巴斯公司 | 0 | -100.00 | 0 | |||||
| 2025-08-18 | NP | 太平洋精选基金 - 小盘股指数投资组合 I 类 | 32,373 | -2.31 | 270 | -0.74 | ||||
| 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 | 25,525 | 19.24 | 210 | -7.11 | ||||
| 2025-05-29 | NP | HCEGX - 成长型股票投资组合 HC 战略股票 | 9,204 | 0.00 | 75 | -20.21 | ||||
| 2025-05-13 | 13F | HighTower 顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-22 | NP | FESM - 富达增强型小型股 ETF | 160,680 | -21.69 | 1,338 | -20.45 | ||||
| 2025-08-14 | 13F | 山顶控股公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | MAI资本管理 | 1,254 | 13.90 | 10 | 11.11 | ||||
| 2025-08-14 | 13F | 道富银行 | 2,115,238 | -3.32 | 17,620 | -1.79 | ||||
| 2025-05-28 | NP | BBGSX - Bridge Builder 中小型股成长基金 | 4,920 | 0.00 | 40 | -20.00 | ||||
| 2025-08-26 | NP | BOAT - SonicShares 全球航运 ETF | 61,382 | 11.66 | 511 | 13.56 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 77,881 | 30.50 | 640 | 1.75 | ||||
| 2025-08-29 | NP | JAEWX - 小盘股指数信托资产净值 | 23,349 | -6.66 | 194 | -5.37 | ||||
| 2025-04-24 | 13F | TFC财务管理 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 196,458 | 44.57 | 1,636 | 46.86 | ||||
| 2025-08-14 | 13F | 布里奇威资本管理公司 | 1,312,585 | -9.35 | 10,934 | -7.92 | ||||
| 2025-07-30 | 13F | 克鲁顾问有限责任公司 | 2 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 8,610,260 | -3.49 | 71,725 | -1.96 | ||||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | NP | VRTIX - Vanguard Russell 2000 指数基金机构股票 | 657,055 | 9.94 | 5,638 | 4.47 | ||||
| 2025-06-30 | NP | PDN - Invesco FTSE RAFI 发达市场（美国除外）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 | 5,949 | 49 | ||||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | 25,211 | -1.60 | 210 | 0.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 小型股成长投资组合 IB 类 | 47,800 | 0.00 | 398 | 1.79 | ||||
| 2025-05-14 | 13F/A | 挪威银行 | 447,081 | 52.22 | 5,893 | 77.84 | ||||
| 2025-08-11 | 13F | 科维斯特有限公司 | 8 | -11.11 | 0 | |||||
| 2025-05-15 | 13F | 桥前资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-18 | NP | GMRAX - 全国小盘指数基金 A 类 | 11,200 | 0.00 | 92 | -22.03 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/dfa 美国核心股票基金 (a) | 9,445 | -25.34 | 79 | -24.27 | ||||
| 2025-08-27 | NP | RYRRX - 罗素 2000 基金 A 类 | 285 | -5.63 | 2 | 0.00 | ||||
| 2025-05-15 | 13F | Squarepoint Ops LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | POM 投资策略有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/DFA 美国小型股基金 (A) | 24,204 | -9.16 | 202 | -7.80 | ||||
| 2025-08-27 | NP | RYRUX - Russell 2000 2x 策略基金 A 级股票 | 619 | -2.52 | 5 | 0.00 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 1,300,833 | -3.94 | 10,836 | -2.42 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 小盘股票投资组合 I 类 | 8,816 | -1.62 | 73 | 0.00 | ||||
| 2025-08-14 | 13F | Ieq资本有限公司 | 34,189 | 285 | ||||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 142 | 10.94 | 1 | 0.00 | ||||
| 2025-08-28 | NP | SMLV - SPDR SSGA 美国小盘低波动指数 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 52,401 | 231.19 | 436 | 237.98 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Russell 中小型股指数基金投资者 A | 16,353 | 0.00 | 134 | -22.09 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 小盘股指数基金 | 3,784 | 0.00 | 32 | 0.00 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 32,223 | 287 | ||||||
| 2025-07-28 | NP | AVSBX - Avantis 美国小型股股票基金 G 类 | 4,773 | 0.00 | 41 | -6.98 | ||||
| 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 | 8,144 | 0.00 | 70 | -5.48 | ||||
| 2025-07-29 | 13F | 私人财富管理集团有限责任公司 | 183 | 2 | ||||||
| 2025-05-13 | 13F | 宽博科技有限公司 | 0 | -100.00 | 0 | |||||
| 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 | 41,100 | -14.73 | 342 | -13.42 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 147 | -65.81 | 1 | -75.00 | ||||
| 2025-07-22 | 13F | 达文波特有限公司 | 13,722 | 9.29 | 114 | 11.76 | ||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 12,647 | 0.00 | 105 | 1.94 | ||||
| 2025-06-26 | NP | BKGI - 纽约梅隆银行全球基础设施收益 ETF | 111,934 | 175.86 | 920 | 114.95 | ||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 35,271 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 264 | 2 | ||||||
| 2025-07-25 | NP | UTMAX - 目标管理配置基金 | 78,257 | 671 | ||||||
| 2025-08-28 | NP | IWN - iShares Russell 2000 价值 ETF | 1,061,742 | 13.09 | 8,844 | 14.89 | ||||
| 2025-08-14 | 13F | 耆那全球有限公司 | 10,800 | 90 | ||||||
| 2025-06-26 | NP | DFSVX - 美国小盘价值投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,064,072 | -2.19 | 16,967 | -23.79 | ||||
| 2025-08-12 | 13F | 阿彻投资公司 | 114 | 2.70 | 1 | |||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 2,302 | -1.88 | 19 | 0.00 | ||||
| 2025-08-12 | 13F | 巴罗·汉利·莫威尼与施特劳斯有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 熵技术有限公司 | 22,285 | 186 | ||||||
| 2025-07-03 | 13F | 加德资本公司 | 35 | 0.00 | 0 | |||||
| 2025-08-19 | 13F | 开普投资咨询公司 | 400 | 0.00 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | 77,075 | -87.34 | 642 | -87.14 | ||||
| 2025-08-26 | NP | NSIDX - 北方小盘股指数基金 | 55,284 | -9.02 | 461 | -7.63 | ||||
| 2025-05-13 | 13F | 斯科波斯实验室有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | 工程师 门经理 LP | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 埃莱维斯特公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | NP | VTWV - Vanguard Russell 2000 价值指数基金 ETF 股票 | 68,483 | -4.86 | 588 | -9.69 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 676 | 6 | ||||||
| 2025-08-15 | 13F | 摩根士丹利 | 1,222,541 | -34.27 | 10,184 | -33.23 | ||||
| 2025-05-05 | 13F | HighPoint 顾问集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Optiver控股有限公司 | 964 | 0.00 | 8 | 14.29 | ||||
| 2025-08-26 | NP | IRSIX - Voya Russell™ 小盘股指数投资组合 ADV 级 | 24,871 | 1.49 | 207 | 3.50 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 30,027 | 0.00 | 247 | -22.15 | ||||
| 2025-07-28 | 13F | 布林莫尔信托公司 | 855 | 0.00 | 7 | 0.00 | ||||
| 2025-08-01 | 13F | 贝西默集团公司 | 31,784 | 242.94 | 0 | |||||
| 2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 121,563 | 0.00 | 1,013 | 1.61 | ||||
| 2025-05-09 | 13F | 道明沃特豪斯加拿大公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 保德信金融公司 | 16,705 | 139 | ||||||
| 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 | 247,353 | 121.43 | 2,122 | 110.52 | ||||
| 2025-08-27 | NP | Mason Capital Fund Trust - 基本面第一ETF | 4,078 | 0.00 | 34 | 0.00 | ||||
| 2025-07-11 | 13F | 大水财富管理 | 15,000 | 0.00 | 125 | 0.81 | ||||
| 2025-08-14 | 13F | 加州教师退休制度 | 7,571 | -21.00 | 63 | -19.23 | ||||
| 2025-08-05 | 13F | TSFG有限公司 | 1,500 | 0.00 | 0 | |||||
| 2025-05-15 | 13F | Point72（迪拜国际金融中心）有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 柏图斯信托公司 (LTA) | 107,735 | -28.79 | 897 | -27.66 | ||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 275 | 2 | ||||||
| 2025-07-16 | 13F | 签名有限责任公司 | 3,392 | 65.30 | 28 | 75.00 | ||||
| 2025-08-28 | NP | HEJD - VictoryShares 对冲股票收益 ETF | 1,946 | -74.76 | 16 | -74.60 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 42,804 | 0.00 | 357 | 1.71 | ||||
| 2025-06-30 | NP | SHPP - Pacer 工业和物流 ETF | 90 | -10.00 | 1 | -100.00 |
Other Listings
| US:SFL | US$8.23 |
