机构投资人持股和股东
Columbus McKinnon Corporation (DE:VC3) 有 401 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 37,239,414 股股票。 最大股东包括 BlackRock, Inc., Macquarie Group Ltd, Vanguard Group Inc, DCCAX - Delaware Small Cap Core Fund Class A, Dimensional Fund Advisors Lp, Invesco Ltd., VSCAX - Invesco Small Cap Value Fund Class A, Morgan Stanley, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, and Segall Bryant & Hamill, Llc .
Columbus McKinnon Corporation (DB:VC3)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 10, 2025 is 12.30 / share. Previously, on September 11, 2024, the share price was 27.20 / share. This represents a decline of 54.78% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F/A | 巴克莱银行 | 84,815 | -18.46 | 1 | 0.00 | ||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 554 | -80.23 | 8 | -82.98 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | VMNFX - 先锋市场中性基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 31,721 | 484 | ||||||
| 2025-08-29 | NP | WMMAX - Teton Westwood Mighty Mites 基金 A 级 | 15,500 | -49.18 | 237 | -54.26 | ||||
| 2025-07-25 | NP | WSML - iShares MSCI 全球小型股 ETF | 2,093 | 30 | ||||||
| 2025-07-30 | NP | IUSCX - 费舍尔投资机构集团美国小型股股票基金 | 68 | 0.00 | 1 | -100.00 | ||||
| 2025-03-28 | NP | LVOAX - Lord Abbett 价值机会基金 A 类 | 556,403 | -1.95 | 20,264 | 12.27 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 5,082 | 0.00 | 75 | -59.46 | ||||
| 2025-07-21 | 13F | 沃恩·尼尔森投资管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 26,890 | -2.89 | 411 | -12.39 | ||||
| 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 | 43,318 | 15.08 | 631 | -3.96 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 1,970 | 43.69 | 29 | -40.82 | ||||
| 2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 4,377 | 7.36 | 67 | -4.35 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 曼氏集团 | 254,477 | 1,036.72 | 3,886 | 925.07 | ||||
| 2025-05-01 | 13F | 亚利桑那州退休系统 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | 2,729 | -95.20 | 42 | -95.73 | ||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 17,467 | -17.60 | 267 | -25.70 | ||||
| 2025-08-14 | 13F | 联信银行 | 1,010 | 11.73 | 15 | 0.00 | ||||
| 2025-06-26 | NP | USCAX - 小盘股票基金份额 | 97,986 | 2.13 | 1,455 | -58.36 | ||||
| 2025-04-28 | 13F | 德克萨斯州教师退休制度 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 签名有限责任公司 | 3,847 | 58.38 | 59 | 41.46 | ||||
| 2025-08-29 | NP | JMCRX - 詹姆斯微型资本基金 | 2,198 | 0.00 | 34 | -10.81 | ||||
| 2025-05-06 | 13F | 资产标记公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 21,497 | -2.81 | 328 | -12.30 | ||||
| 2025-08-14 | 13F | 星云研究与开发有限责任公司 | 51,209 | -47.35 | 782 | -52.55 | ||||
| 2025-05-28 | NP | SMLV - SPDR SSGA 美国小盘低波动指数 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,344 | 26.98 | 74 | -42.52 | ||||
| 2025-08-26 | NP | NSIDX - 北方小盘股指数基金 | 13,270 | -1.10 | 203 | -11.01 | ||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 29,188 | 0.00 | 0 | |||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 多经理小型公司基金 I 类 | 10,100 | 154 | ||||||
| 2025-05-12 | 13F | Simplex 贸易有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者美国小型股管理式 ETF | 1,463 | 316.81 | 22 | 75.00 | ||||
| 2025-06-24 | NP | SFSNX - Schwab Fundamental 美国小公司指数基金机构股票 | 35,496 | 28.15 | 527 | -47.72 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 486,043 | 8.02 | 7,422 | -2.57 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 481,808 | 1,025.54 | 7,357 | 916.16 | ||||
| 2025-07-23 | 13F | 高注财富有限责任公司 | 2,819 | 0.00 | 43 | -8.51 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 80,600 | 2,679.31 | 1,231 | 2,410.20 | |||
| 2025-08-04 | 13F | 汉兹金融服务公司 | 132 | 0.00 | 0 | |||||
| 2025-04-17 | NP | FLCGX - QUANTEX FUND 零售类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | IWM - iShares Russell 2000 ETF | 707,691 | -6.09 | 10,806 | -15.30 | ||||
| 2025-08-19 | 13F | 怀俄明州 | 12,125 | 53.99 | 185 | 39.10 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 26,275 | 667.83 | 0 | |||||
| 2025-08-14 | 13F | Occudo 定量策略 Lp | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 91,002 | 1,390 | ||||||
| 2025-05-27 | NP | AXVNX - Acclivity 小盘价值基金 Acclivity 小盘价值 N 类股票 | 1,165 | 0.00 | 20 | -55.81 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 74,741 | 152.97 | 1,141 | 128.20 | ||||
| 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 | 294,597 | 6.02 | 4,375 | -56.77 | ||||
| 2025-05-19 | NP | CWSIX - Carillon Chartwell 小盘价值基金类别 Chartwell | 39,104 | -8.31 | 662 | -58.31 | ||||
| 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 | 14,700 | 0.00 | 224 | -9.68 | ||||
| 2025-08-14 | 13F | 雅各布斯利维股权管理公司 | 120,488 | 1,840 | ||||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-06-18 | NP | 全国共同基金 - 全国基本全盘股票投资组合 R6 级 | 308 | 0.00 | 5 | -63.64 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | JAEWX - 小盘股指数信托资产净值 | 5,770 | 5.99 | 88 | -4.35 | ||||
| 2025-08-11 | 13F | 海克斯康资本合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 17,002 | 0.00 | 260 | -9.76 | ||||
| 2025-08-11 | 13F | Semanteon 资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | 北方基金 - 北方小盘核心基金 K 类 | 2,384 | -5.55 | 36 | -14.29 | ||||
| 2025-05-08 | 13F | 联合爱马仕有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Klp资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 63,505 | -4.83 | 943 | -61.19 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | 创意策划 | 64,479 | -19.74 | 985 | -27.65 | ||||
| 2025-06-26 | NP | USMIX - 扩展市场指数基金 | 3,266 | -5.17 | 48 | -61.60 | ||||
| 2025-08-14 | 13F | RBF 资本有限责任公司 | 137,200 | 241.80 | 2,095 | 208.54 | ||||
| 2025-06-25 | NP | PTMAX - PGIM QMA 大盘核心股票基金 A 类 | 45,000 | 668 | ||||||
| 2025-06-26 | NP | ISCV - iShares Morningstar 小盘价值 ETF | 5,469 | 4.23 | 81 | -57.59 | ||||
| 2025-08-14 | 13F | 威斯康星州投资委员会 | 40,860 | -42.75 | 624 | -48.43 | ||||
| 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 | 12,349 | 0.00 | 183 | -59.24 | ||||
| 2025-06-26 | NP | TISBX - TIAA-CREF 小型股混合指数基金机构类别 | 35,735 | -6.95 | 531 | -62.09 | ||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 3,123 | -24.86 | 48 | -32.86 | ||||
| 2025-08-13 | 13F | 文艺复兴科技有限公司 | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | 信托金融公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-11 | 13F | 科维斯特有限公司 | 71 | 545.45 | 0 | |||||
| 2025-08-18 | NP | HRTVX - HEARTLAND VALUE FUND 投资者类别 | 450,000 | 0.00 | 6,872 | -9.81 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | VCSLX - 小盘股指数基金 | 13,315 | 22.68 | 194 | 2.12 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国 Social Core Equity 2 投资组合股票 | 4,597 | 0.00 | 68 | -59.28 | ||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 1,633,109 | -2.95 | 24,938 | -12.46 | ||||
| 2025-07-10 | 13F | 奥利弗·拉戈尔·万万林投资集团 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | 资本顾问有限公司 | 0 | -100.00 | 0 | |||||
| 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 | 135,238 | -2.14 | 1,969 | -18.23 | ||||
| 2025-07-28 | NP | AVSBX - Avantis 美国小型股股票基金 G 类 | 3,317 | 19.10 | 48 | 0.00 | ||||
| 2025-07-10 | 13F | 奥利弗·拉戈尔·万万林投资集团 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 多经理小盘价值基金 I 类 | 4,419 | 67 | ||||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 11,434 | 175 | ||||||
| 2025-05-15 | 13F | 两西格码投资有限合伙人 | 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 | 840 | 0.00 | 13 | -14.29 | ||||
| 2025-05-14 | 13F | Smartleaf资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 20,151 | 0.00 | 299 | -59.21 | ||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA 小盘指数基金标准类别 | 21,508 | 2.87 | 328 | -7.08 | ||||
| 2025-08-12 | 13F | 恒线顾问公司 | 43,387 | -0.59 | 663 | -10.30 | ||||
| 2025-05-13 | 13F | 肯尼迪资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 119 | 2 | ||||||
| 2025-06-26 | NP | DFUV - 维度美国市场价值 ETF | 23,018 | 0.00 | 342 | -59.31 | ||||
| 2025-05-12 | 13F | 佛罗里达州退休系统国家管理局 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 882 | 1,160.00 | 13 | 1,200.00 | ||||
| 2025-05-12 | 13F | 第一鹰投资管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 91,833 | 86.70 | 1 | |||||
| 2025-07-29 | NP | ISMD - Inspire 中小型影响力 ETF | 21,011 | 106.90 | 306 | 72.32 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 4,289 | 13.35 | 66 | 3.13 | ||||
| 2025-08-28 | NP | IWN - iShares Russell 2000 价值 ETF | 251,230 | -4.47 | 3,836 | -13.84 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 小盘指数基金 II 类 | 5,535 | 12.50 | 85 | 1.20 | ||||
| 2025-06-23 | NP | SLPIX - 小盘股深度投资者类别 | 28 | -9.68 | 0 | -100.00 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 115 | 5.50 | 2 | -66.67 | ||||
| 2025-03-31 | NP | AVFIX - 美国灯塔小型价值基金机构类别 | 595,584 | 8.72 | 21,691 | 24.47 | ||||
| 2025-08-29 | NP | SA 基金投资信托 - SA 美国小型公司基金 | 2,642 | 0.00 | 40 | -9.09 | ||||
| 2025-08-27 | NP | RYRUX - Russell 2000 2x 策略基金 A 级股票 | 144 | -0.69 | 2 | 0.00 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA 中小盘 200 基金标准级 | 18,923 | 0.00 | 289 | -10.00 | ||||
| 2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 16,864 | 0.00 | 258 | -9.82 | ||||
| 2025-07-23 | NP | CFSLX - 专栏小型股基金 | 13,770 | -9.85 | 200 | -24.81 | ||||
| 2025-08-14 | 13F | 范登伯格管理公司 | 242,574 | -0.94 | 3,704 | -10.64 | ||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 45,675 | 697 | ||||||
| 2025-08-13 | 13F | 阿蒙迪 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | VSTCX - 先锋战略小型股票基金投资者股票 | 132,585 | 524.11 | 2,025 | 463.79 | ||||
| 2025-07-25 | NP | DCCAX - 特拉华小盘核心基金 A 类 | 1,694,868 | 2.93 | 24,677 | -14.02 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 23,235 | 0.68 | 355 | -9.23 | ||||
| 2025-08-14 | 13F | 谢伊资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 维度美国核心股票 1 基金标准类别 | 2,439 | 0.00 | 37 | -9.76 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 小盘股指数投资组合 I 类 | 7,417 | 0.00 | 113 | -9.60 | ||||
| 2025-08-14 | 13F | 布里奇威资本管理公司 | 75,000 | 0.00 | 1,145 | -9.77 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 95,800 | 0.00 | 1,463 | -9.81 | ||||
| 2025-08-28 | NP | WFIVX - Wilshire 5000 指数基金投资类别 | 101 | 0.00 | 2 | 0.00 | ||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 16,580 | 10.16 | 253 | -0.39 | ||||
| 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 | 15,688 | 0.00 | 228 | -16.48 | ||||
| 2025-05-12 | 13F | Globeflex资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | GW&K 投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | 前街资本管理公司 | 250,320 | 30.81 | 4 | 0.00 | ||||
| 2025-04-24 | 13F | 奥泉环球投资控股有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-22 | NP | TETAX - RBC企业基金A股 | 6,790 | -49.89 | 115 | -77.38 | ||||
| 2025-06-23 | NP | UAPIX - 超小盘深度投资者类别 | 290 | -29.95 | 4 | -73.33 | ||||
| 2025-06-25 | NP | FYT - First Trust 小盘价值 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-02 | 13F | 中央太平洋银行 - 信托部 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 34,861 | 20.04 | 532 | 8.35 | ||||
| 2025-08-12 | 13F | 磁星金融有限责任公司 | 15,795 | 241 | ||||||
| 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 | 38,390 | -35.67 | 570 | -73.77 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 9,037 | 0 | ||||||
| 2025-06-25 | NP | FAB - First Trust Multi Cap Value AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-15 | 13F | 赫斯提亚资本管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-26 | NP | IRSIX - Voya Russell™ 小盘股指数投资组合 ADV 级 | 5,913 | 0.00 | 90 | -10.00 | ||||
| 2025-07-28 | NP | MCSCX - M3Sixty 小型股成长基金机构类股票 | 2,947 | 7.79 | 43 | -10.64 | ||||
| 2025-07-24 | 13F | IFP 顾问公司 | 117 | 875.00 | 2 | |||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 6,390 | 0.00 | 98 | -10.19 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - ATM 小盘波动率管理投资组合 K 级 | 8,919 | -4.29 | 136 | -13.38 | ||||
| 2025-08-22 | NP | DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 小盘股指数 VIP A 级 | 4,291 | 0.00 | 66 | -9.72 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 地峡合伙人有限公司 | 87,334 | 14.64 | 1,334 | 3.41 | ||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 179,514 | 2,741 | ||||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国可持续发展目标价值投资组合机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,205 | 14.99 | 137 | -53.26 | ||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 96,954 | 1,480 | ||||||
| 2025-08-28 | NP | DTSVX - 小型公司价值投资组合投资类别 | 980 | 38.03 | 15 | 16.67 | ||||
| 2025-08-14 | 13F | 霍奇基斯和威利资本管理有限公司 | 414,600 | 43.92 | 6,331 | 29.79 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 20,978 | 320 | ||||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 56,883 | 1 | ||||||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 2,805 | 0.00 | 43 | -10.64 | ||||
| 2025-08-13 | 13F | 斯坦利资本管理有限公司 | 550,000 | 4.76 | 8,398 | -5.51 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 1,466 | 0.00 | 22 | -60.38 | ||||
| 2025-06-10 | NP | BWNYX - 大纽约西部系列 | 100 | 0.00 | 1 | -66.67 | ||||
| 2025-04-03 | 13F | 第一夏威夷银行 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | 高级系列信托 - Ast 小型成长型投资组合 | 44,457 | 28.28 | 679 | 15.70 | ||||
| 2025-08-26 | NP | SBHCX - Segall Bryant & Hamill 小盘股核心基金零售类别 | 23,498 | -9.77 | 359 | -18.64 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT 小盘价值投资组合 IB 级 | 4,804 | 7.40 | 73 | -2.67 | ||||
| 2025-07-22 | NP | GSSC - 高盛 ActiveBeta(R) 美国小盘股 ETF | 9,873 | -20.72 | 144 | -34.10 | ||||
| 2025-07-29 | NP | VTWV - Vanguard Russell 2000 价值指数基金 ETF 股票 | 18,827 | -4.76 | 274 | -20.35 | ||||
| 2025-05-23 | NP | ARABX - 亚里士多德小型股票基金 II A 类 | 49,640 | -7.55 | 840 | -57.98 | ||||
| 2025-07-29 | NP | 古根海姆主动配置基金 | 163 | 0.00 | 2 | 0.00 | ||||
| 2025-06-24 | NP | SWTSX - 施瓦布总股票市场指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13,948 | 0.00 | 207 | -59.17 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 36 | 0 | ||||||
| 2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 34,975 | 1 | ||||||
| 2025-08-14 | 13F | 迪恩资本管理公司 | 73,768 | -13.84 | 1,126 | -22.29 | ||||
| 2025-08-07 | 13F | 帕卢斯资本管理公司 | 4,013 | 0.00 | 61 | -8.96 | ||||
| 2025-08-01 | 13F | 贝西默集团公司 | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | 鲁贝资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-03-28 | NP | DXUV-美国维度矢量股票 ETF | 32 | 0.00 | 1 | 0.00 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 609 | 159.15 | 9 | 200.00 | ||||
| 2025-07-31 | 13F | 谨慎人顾问有限责任公司 | 10,465 | 160 | ||||||
| 2025-08-13 | 13F | 系统财务管理有限公司 | 177,498 | -48.80 | 2,710 | -53.83 | ||||
| 2025-08-04 | 13F | 联合银行 | 966 | 0.00 | 0 | |||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL DFA 美国核心股票基金 | 504 | 0.00 | 8 | -12.50 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 41,686 | 2.52 | 637 | -7.56 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/2000 管理波动性投资组合 IB 级 | 32,955 | 0.39 | 503 | -9.37 | ||||
| 2025-05-28 | NP | LAZARD RETIRMENT SERIES INC - Lazard Retirement 美国中小型股股票投资组合服务股票 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | 卡克斯顿联合律师事务所 | 52,894 | 808 | ||||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 151 | 2 | ||||||
| 2025-08-14 | 13F | 弗里斯通格罗夫合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | SMXAX - SIIT 扩展市场指数基金 - A 类 | 3,665 | 0.00 | 53 | -15.87 | ||||
| 2025-06-24 | NP | JPSE - 摩根大通多元化回报美国小盘股 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 38 | 280.00 | 1 | |||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-28 | NP | IWC - iShares 微型股 ETF | 63,552 | 0.31 | 970 | -9.51 | ||||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 11,763 | -74.01 | 180 | -76.63 | ||||
| 2025-07-08 | 13F | 上升顾问有限责任公司 | 2 | -96.49 | 0 | |||||
| 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 | 19,828 | 46.16 | 289 | 22.03 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 13,441 | 21.69 | 205 | 10.22 | ||||
| 2025-08-05 | 13F | 访问投资管理有限责任公司 | 82,215 | -5.39 | 1,255 | -61.22 | ||||
| 2025-07-24 | NP | ESML - iShares ESG MSCI 美国小型股 ETF | 48,756 | 75.73 | 710 | 46.79 | ||||
| 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 | 10,548 | 2.93 | 161 | -6.94 | ||||
| 2025-05-14 | 13F | 安迪纳资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 31,136 | 23.08 | 475 | 10.98 | ||||
| 2025-04-25 | 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 | 13,537 | 2.45 | 236 | -54.72 | ||||
| 2025-05-30 | NP | KSDVX - Keeley Small Cap Dividend Value Fund A 类 | 101,978 | -3.18 | 1,726 | -55.99 | ||||
| 2025-08-14 | 13F | 安盛公司 | 81,524 | 0.00 | 1,245 | -9.86 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica 中小盘价值副总裁初始 | 7,550 | -58.63 | 115 | -62.66 | ||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | NP | DSMFX - 目的地中小型股票基金 I 类 | 724 | 0.00 | 11 | -16.67 | ||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 17,696 | 1,222.57 | 270 | 1,127.27 | ||||
| 2025-07-25 | NP | FNDA - 嘉信基本面美国小公司指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 171,565 | 16.50 | 2,498 | -2.69 | ||||
| 2025-05-23 | NP | AIHHX - 亚里士多德中小型股票基金 I-2 类 | 2,655 | -4.32 | 45 | -57.28 | ||||
| 2025-08-08 | 13F | 美国信安金融集团 | 31,981 | 488 | ||||||
| 2025-05-15 | 13F | 两个西格玛证券有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 连续咨询有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Polymer资本管理（美国）有限责任公司 | 27,788 | 424 | ||||||
| 2025-05-07 | 13F | 米德资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 瑞银集团 | 94,033 | 106.59 | 1,436 | 86.36 | ||||
| 2025-08-26 | NP | TLSTX - 股票指数基金 | 413 | 0.00 | 6 | 0.00 | ||||
| 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 | 39,562 | -5.10 | 587 | -61.33 | ||||
| 2025-07-25 | NP | CZMSX - 多管理人小盘股票策略基金机构类别 | 72,500 | 38.10 | 1,056 | 15.30 | ||||
| 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 | 7,101 | 2.60 | 105 | -58.33 | ||||
| 2025-06-26 | NP | DFAT - 维度美国目标价值 ETF | 183,824 | 2.07 | 2,730 | -58.39 | ||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 4,146 | -80.25 | 63 | -82.25 | ||||
| 2025-08-14 | 13F | 塞伊投资公司 | 24,900 | -82.70 | 380 | -84.40 | ||||
| 2025-03-28 | NP | FESRX - 首支 Eagle 小盘股机会基金 R6 级 | 155,372 | 0.00 | 5,659 | 14.49 | ||||
| 2025-05-15 | 13F | 拉扎德资产管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 2,573 | -91.70 | 39 | -92.56 | ||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 23 | 666.67 | 0 | |||||
| 2025-07-25 | NP | UCAGX - 基石积极基金 | 2,714 | -25.89 | 40 | -38.10 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT 微型资本投资组合 IB 级 | 5,939 | 15.23 | 91 | 3.45 | ||||
| 2025-08-12 | 13F | 熵技术有限公司 | 17,273 | -55.30 | 264 | -59.79 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 小盘股票投资组合 I 类 | 2,193 | -12.91 | 33 | -21.43 | ||||
| 2025-08-15 | 13F | 摩根士丹利 | 945,996 | 29.43 | 14,445 | 16.75 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | 2,538,450 | 0.95 | 38,762 | -8.95 | ||||
| 2025-08-14 | 13F | 亚里士多德资本波士顿有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 421 | 7 | ||||||
| 2025-05-07 | 13F | LPL 金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | 两个 Sigma 顾问，有限合伙人 | 0 | -100.00 | 0 | |||||
| 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 | 1,631 | 0.00 | 25 | -11.11 | ||||
| 2025-05-29 | NP | NEFJX - Vaughan Nelson 小盘价值基金 A 类 | 333,290 | 45.19 | 5,643 | -34.00 | ||||
| 2025-07-28 | NP | ITWO - ProShares Russell 2000 高收益 ETF | 483 | -3.01 | 7 | -12.50 | ||||
| 2025-07-28 | NP | UWM - ProShares Ultra Russell2000 | 2,834 | -18.75 | 41 | -31.67 | ||||
| 2025-08-14 | 13F | 采石场LP | 2,528 | 1,281.42 | 39 | 1,166.67 | ||||
| 2025-04-25 | NP | VYSGX - Voya 小公司基金 W 级 | 16,561 | 9.74 | 289 | -51.35 | ||||
| 2025-08-27 | NP | RYMKX - 罗素 2000 1.5 倍策略基金 H 级 | 40 | -4.76 | 1 | |||||
| 2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 1,489 | 396.33 | 22 | 320.00 | ||||
| 2025-08-13 | 13F | 法国外贸银行 | 1,844 | 28 | ||||||
| 2025-08-12 | 13F | 路石控股有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 俄亥俄州 | 9,000 | 800.00 | 137 | 756.25 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 130,613 | 15.36 | 1,994 | 4.07 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 600 | 100.00 | 9 | 80.00 | |||
| 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 | 596 | 0.00 | 9 | -10.00 | ||||
| 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 | 13,092 | 3.79 | 194 | -57.73 | ||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 525 | -5.23 | 8 | -11.11 | ||||
| 2025-08-12 | 13F | MAI资本管理 | 77 | 1 | ||||||
| 2025-08-14 | 13F | Point72 亚洲（新加坡）私人有限公司有限公司 | 6,984 | 2.95 | 107 | -7.02 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 10,371 | 158 | ||||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 90 | 0.00 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | 道富银行 | 609,915 | -6.09 | 9,313 | -15.29 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 390,026 | -14.95 | 5,956 | -23.29 | ||||
| 2025-07-28 | NP | URTY - ProShares UltraPro Russell2000 | 2,078 | -28.44 | 30 | -40.00 | ||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 10,239 | -96.30 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 艾根投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | GSCYX - 机构小型股股票基金 | 57,220 | 0.00 | 874 | -9.81 | ||||
| 2025-08-13 | 13F | 提顿顾问公司 | 15,500 | -49.18 | 237 | -54.26 | ||||
| 2025-08-14 | 13F | Point72香港有限公司 | 0 | -100.00 | 0 | |||||
| 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 | 71,143 | 3.03 | 1,056 | -58.00 | ||||
| 2025-07-24 | 13F | CWM 顾问有限责任公司 | 25,535 | 24.98 | 390 | 12.75 | ||||
| 2025-08-14 | 13F | DC投资管理有限责任公司 | 142,357 | 0.00 | 2,174 | -9.83 | ||||
| 2025-08-27 | NP | VEXMX - 先锋扩展市场指数基金投资者股票 | 457,580 | 1.55 | 6,987 | -8.40 | ||||
| 2025-08-29 | NP | JADMX - 小盘机会信托资产净值 | 2,178 | 0.00 | 33 | -8.33 | ||||
| 2025-05-09 | 13F | R平方有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | SFLO - VictoryShares 小盘股自由现金流 ETF | 32,453 | 496 | ||||||
| 2025-07-24 | NP | FNCMX - 富达纳斯达克综合指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 15,878 | 0.00 | 231 | -16.30 | ||||
| 2025-07-28 | 13F | 布林莫尔信托公司 | 1,500 | 23 | ||||||
| 2025-05-08 | 13F | ProShare 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 莱加托资本管理有限公司 | 67,568 | -10.29 | 1,032 | -19.14 | ||||
| 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 | 38,435 | -48.68 | 571 | -79.10 | ||||
| 2025-07-29 | 13F | 弗吉尼亚退休系统等 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | 33,635 | 514 | ||||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 21,801 | -71.59 | 333 | -74.36 | ||||
| 2025-04-28 | 13F | 私人信托公司 | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | 资源投资顾问有限责任公司。 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 327,883 | -22.85 | 5,007 | -30.42 | ||||
| 2025-05-13 | 13F | 路博迈伯曼集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 西区投资管理公司 | 489 | 8 | ||||||
| 2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 6,560 | -0.74 | 100 | -9.91 | ||||
| 2025-08-14 | 13F | CastleKnight 管理有限责任公司 | 454,700 | 55.77 | 6,943 | 40.52 | ||||
| 2025-08-14 | 13F | CastleKnight 管理有限责任公司 | Call | 50,000 | 764 | |||||
| 2025-08-14 | 13F | 森林山资本有限责任公司 | 102,188 | 0.00 | 1,560 | -9.83 | ||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | 48,638 | 1.27 | 743 | -8.73 | ||||
| 2025-08-12 | 13F | 德意志银行\ | 17,282 | -26.23 | 264 | -33.59 | ||||
| 2025-07-28 | NP | MSSM - 摩根士丹利 Pathway 中小型股 ETF | 1,561 | 51.41 | 23 | 29.41 | ||||
| 2025-08-14 | 13F | 柏图斯信托公司 (LTA) | 22,897 | 350 | ||||||
| 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 | 8,445 | 0.00 | 125 | -59.28 | ||||
| 2025-08-14 | 13F | 南塔哈拉资本管理有限公司 | 203,628 | 1.81 | 3,109 | -8.18 | ||||
| 2025-05-14 | 13F | 工作室投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 572 | 9 | ||||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 343 | 11.73 | 5 | 25.00 | ||||
| 2025-06-24 | NP | TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 | 2,672 | -1.26 | 40 | -60.20 | ||||
| 2025-06-18 | 13F/A | 沃亚投资管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-14 | 13F | 港湾资本顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | DFSCX - 美国微型资本投资组合 - 机构级 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 102,643 | -28.09 | 1,524 | -70.68 | ||||
| 2025-04-08 | 13F | 级联投资顾问公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 梅罗斯投资管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 256,567 | 37.13 | 3,918 | 23.68 | ||||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 445,499 | 319.78 | 6,803 | 278.73 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-05-22 | NP | TEEAX - RBC 小盘核心基金 A 股 | 3,461 | -67.47 | 59 | -85.35 | ||||
| 2025-08-08 | 13F | 斯凯兰兹资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-03-28 | NP | GSATX - 高盛小盘价值洞察基金 A 类 | 46,123 | 49.71 | 1,680 | 71.33 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 景顺有限公司 | 1,184,300 | -6.25 | 18,084 | -15.45 | ||||
| 2025-06-18 | NP | GMRAX - 全国小盘指数基金 A 类 | 2,433 | 0.00 | 36 | -59.09 | ||||
| 2025-08-27 | NP | PIBAX - PGIM 平衡基金 A 类 | 7,600 | -26.21 | 116 | -33.33 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/小型公司指数投资组合 IB 类 | 15,090 | 0.00 | 230 | -9.80 | ||||
| 2025-06-25 | NP | ISCB - iShares 晨星小型股 ETF | 1,390 | 3.81 | 21 | -58.33 | ||||
| 2025-08-26 | NP | Profunds - Profunds 小型股副总裁 | 65 | 1.56 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 162,292 | 46.89 | 2,478 | 32.51 | ||||
| 2025-07-22 | 13F | 红龟有限责任公司 | 133 | 2 | ||||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 8,307 | -16.81 | 127 | -25.44 | ||||
| 2025-08-21 | NP | MXLSX - Great-West Loomis Sayles 小盘价值基金投资者类别 | 23,800 | 61.90 | 363 | 46.37 | ||||
| 2025-08-01 | 13F | GoalVest咨询有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 23,598 | 360 | ||||||
| 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 | 31,281 | 1.35 | 478 | -8.62 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | 269,888 | 375.44 | 4,121 | 328.82 | ||||
| 2025-08-14 | 13F | Ieq资本有限公司 | 60,361 | 922 | ||||||
| 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 | 12,840 | 0.00 | 191 | -59.31 | ||||
| 2025-06-26 | NP | DFSV - 维度美国小盘价值 ETF | 127,695 | 0.00 | 1,896 | -59.23 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-05 | 13F | 新泽西州雇员递延补偿计划 | 12,000 | 0.00 | 183 | -9.85 | ||||
| 2025-08-11 | 13F | 入口点资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | 财富合作有限责任公司 | 170 | 3 | ||||||
| 2025-08-14 | 13F | 麦迪逊大道合伙人有限合伙人 | 45,961 | -92.58 | 702 | -93.31 | ||||
| 2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 764,832 | -2.05 | 11,679 | -11.65 | ||||
| 2025-06-27 | NP | RSSL - Global X Russell 2000 ETF | 17,027 | 5.17 | 253 | -57.22 | ||||
| 2025-07-09 | 13F | 新英格兰研究与管理公司 | 0 | -100.00 | 0 | |||||
| 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 | 23,209 | 0.00 | 345 | -59.29 | ||||
| 2025-08-11 | 13F | 太平洋岭资本合伙人有限责任公司 | 19,190 | 0.00 | 293 | -9.57 | ||||
| 2025-08-14 | 13F | 水产资本管理有限责任公司 | 16,826 | -24.62 | 257 | -32.10 | ||||
| 2025-08-22 | NP | 可变保险产品基金 II - 扩展市场指数投资组合初始类别 | 1,599 | 13.40 | 24 | 4.35 | ||||
| 2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 382,310 | 1,255.23 | 5,838 | 1,123.69 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 7,951 | 0.00 | 118 | -59.17 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 865,247 | 0.00 | 13,212 | -9.80 | ||||
| 2025-04-23 | 13F | 一号资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 38,689 | 591 | ||||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 2,140 | -12.55 | 33 | -21.95 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 12,600 | 192 | |||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 76,745 | 19.18 | 1,172 | 7.43 | ||||
| 2025-08-14 | 13F | 格拉纳汉投资管理公司/马 | 184,535 | -41.76 | 2,818 | -47.48 | ||||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - 可变投资组合 - Partners 小盘价值基金 3 级 | 54,513 | 0.00 | 832 | -9.76 | ||||
| 2025-08-25 | NP | TMVAX - RBC Microcap Value Fund A 股 | 9,500 | 0.00 | 145 | -9.37 | ||||
| 2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 3,800 | 58 | ||||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | 252 | 32.63 | 4 | 0.00 | ||||
| 2025-08-15 | NP | PSC - 主要美国小盘多因素指数 ETF | 30,104 | 96.12 | 460 | -43.26 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 711 | 46.60 | 11 | 25.00 | ||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 2,600 | 267.75 | 40 | 254.55 | ||||
| 2025-06-26 | NP | TSLCX - 泛美小型股价值 C | 3,200 | -83.67 | 48 | -93.41 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 762 | 55.51 | 12 | 37.50 | ||||
| 2025-07-24 | NP | FSMAX - 富达扩展市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 157,215 | 1.01 | 2,289 | -15.60 | ||||
| 2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 1,182 | -39.32 | 18 | -75.71 | ||||
| 2025-08-14 | 13F | Numerai GP 有限责任公司 | 13,872 | 4.38 | 212 | -6.22 | ||||
| 2025-08-12 | 13F | 哈特兰顾问公司 | 622,075 | 7.74 | 9,499 | -2.81 | ||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 167,769 | 90.25 | 2,562 | 71.65 | ||||
| 2025-05-14 | 13F | 西北互助财富管理公司 | 0 | -100.00 | 0 | |||||
| 2025-06-30 | NP | VSCAX - 景顺小盘价值基金 A 类 | 1,084,089 | 165.57 | 16,099 | 8.28 | ||||
| 2025-08-12 | 13F | 瑞士国家银行 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 迪恩投资有限公司 | 91,573 | -24.24 | 1,398 | -31.67 | ||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 149 | 0.68 | 2 | 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 | 125,630 | -18.03 | 1,866 | -66.58 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 小盘股指数基金 | 885 | 0.00 | 14 | -7.14 | ||||
| 2025-07-29 | NP | VRTIX - Vanguard Russell 2000 指数基金机构股票 | 141,818 | 8.92 | 2,065 | -9.03 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 744 | 490.48 | 11 | 450.00 | ||||
| 2025-08-14 | 13F | 耆那全球有限公司 | 40,115 | 102.97 | 613 | 83.23 | ||||
| 2025-05-15 | 13F | Punch & Associates 投资管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | RYRRX - 罗素 2000 基金 A 类 | 66 | -1.49 | 1 | 0.00 | ||||
| 2025-05-14 | 13F | 基利-提顿顾问有限责任公司 | 166,118 | -2.35 | 2,812 | -55.61 | ||||
| 2025-08-14 | 13F | 麦格理集团有限公司 | 2,073,210 | 0.98 | 31,658 | -8.92 | ||||
| 2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert VP Russell 2000 小型股指数投资组合 - I 类 | 2,805 | 0.00 | 43 | -10.64 | ||||
| 2025-08-11 | 13F | LSV资产管理 | 53,600 | -21.06 | 1 | -100.00 | ||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 0 | -100.00 | 0 | |||||
| 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 | 228,449 | -11.55 | 3,392 | -63.94 | ||||
| 2025-08-26 | NP | BOSVX - Omni 小盘价值基金 N 类 | 75,000 | 0.00 | 1,145 | -9.77 | ||||
| 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 | 398,878 | -13.63 | 5,923 | -64.78 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 18,786 | 308 | ||||||
| 2025-05-22 | NP | IVCSX - Voya 小型公司投资组合 I 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | 金州财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 小型股成长投资组合 IB 类 | 9,300 | 0.00 | 142 | -9.55 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/dfa 美国核心股票基金 (a) | 1,847 | 0.00 | 28 | -9.68 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 美国银行 /de/ | 435,451 | -26.15 | 6,649 | -33.40 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 697,270 | 0.37 | 10,649 | -9.47 | ||||
| 2025-04-15 | 13F | 橡树家族顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | VVICX - Voya VACS 指数系列 SC 投资组合 | 2,117 | 7.35 | 32 | -3.03 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 21,108 | -60.10 | 322 | -64.02 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 42,476 | -45.60 | 649 | -50.95 | ||||
| 2025-07-10 | 13F | 穆迪国家银行信托部 | 23,885 | 3.03 | 365 | -7.14 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/DFA 美国小型股基金 (A) | 5,453 | 0.00 | 83 | -9.78 | ||||
| 2025-05-14 | 13F | 卢米斯·塞尔斯公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | AFMCX - Acuitas 美国微型资本基金机构股票 | 14,763 | -57.48 | 225 | -61.67 | ||||
| 2025-04-23 | 13F | 奥本海默资产管理公司 | 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 | 3,590 | 0.00 | 55 | -10.00 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | 1,685 | 566.01 | 0 | |||||
| 2025-05-22 | NP | RSVIX - RBC 小盘价值基金 I 类 | 2,300 | -72.26 | 39 | -87.66 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 106,884 | 132.80 | 1,632 | 110.04 | ||||
| 2025-08-06 | 13F | 南州公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 沃洛里奇投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-04-25 | NP | VSSVX - 小盘特殊价值基金 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 桥城资本有限责任公司 | 97,866 | 0.81 | 1,494 | -9.07 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 西格尔·布莱恩特和哈米尔有限公司 | 814,202 | 3.57 | 12,433 | -6.59 | ||||
| 2025-04-14 | 13F | 韦奇资本管理有限公司/NC | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | GMSMX - GuideMark(R) 中小盘核心基金服务股票 | 998 | 0.00 | 15 | -6.25 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 1,811,728 | 12.21 | 27,665 | 1.21 | ||||
| 2025-08-14 | 13F | 加州教师退休制度 | 2,087 | -92.26 | 32 | -93.20 | ||||
| 2025-04-25 | 13F | 马瑟集团有限责任公司。 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Synovus金融公司 | 22,934 | -49.01 | 350 | -54.01 | ||||
| 2025-08-11 | 13F | 花旗集团 | 14,577 | -48.19 | 223 | -53.36 | ||||
| 2025-03-28 | NP | LVAX - Lord Abbett 专注于小盘价值基金 A 类 | 74,261 | -0.18 | 2,705 | 14.29 | ||||
| 2025-08-14 | 13F | 德肖公司 | 166,436 | 20.94 | 2,541 | 9.10 | ||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | 10,800 | -37.21 | 165 | -43.64 | ||||
| 2025-07-29 | NP | VFVA - Vanguard US Value Factor ETF ETF 股票 | 33,729 | 106.55 | 491 | -23.40 | ||||
| 2025-08-06 | 13F | 福克斯运行管理有限公司 | 16,207 | 247 | ||||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 1,500 | -50.00 | 23 | -56.00 | ||||
| 2025-07-31 | 13F | 新泽西州共同养老基金 D | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | FLXSX - 富达 Flex 小盘股指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,758 | 24.18 | 86 | -49.40 | ||||
| 2025-07-21 | 13F | 河景信托公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | NP | HDG - ProShares 对冲复制 ETF | 37 | 12.12 | 1 | |||||
| 2025-07-09 | 13F | 伯恩资产管理有限责任公司 | 190 | 0.00 | 3 | -33.33 | ||||
| 2025-05-13 | 13F | 洛德雅培有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 209 | 3 | ||||||
| 2025-08-14 | 13F | 萨斯奎哈纳投资组合策略有限责任公司 | 89,807 | 1,371 | ||||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 小型股指数投资组合 1 级 | 3,228 | 2.51 | 48 | -58.77 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - Russell 2000(R) 1.5x 策略基金可变年金 | 8 | 14.29 | 0 | |||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 799 | 52.77 | 12 | 50.00 | ||||
| 2025-08-05 | 13F | 纽约梅隆银行 | 152,199 | -3.41 | 2,324 | -12.86 | ||||
| 2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 256 | 4 | ||||||
| 2025-08-14 | 13F | 工程师 门经理 LP | 55,993 | 13.59 | 855 | 2.52 | ||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 10,885 | 8.49 | 166 | -1.78 | ||||
| 2025-08-05 | 13F | Palogic 价值管理有限合伙人 | 121,585 | 0.00 | 1,857 | -9.82 | ||||
| 2025-04-14 | 13F | 公园大道证券有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | 频谱财富顾问有限责任公司 | 22 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Trexquant 投资有限责任公司 | 126,540 | 47.04 | 1,932 | 32.69 | ||||
| 2025-07-29 | NP | VRTTX - Vanguard Russell 3000 指数基金机构股票 | 2,128 | -4.92 | 31 | -23.08 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | 169,814 | -23.11 | 2,593 | -30.63 | ||||
| 2025-04-22 | NP | FSCC - 联邦 Hermes MDT 小型股核心 ETF | 222 | 158.14 | 4 | 0.00 | ||||
| 2025-03-28 | NP | ESCQX - 推出小型股票基金退休课程 | 235,125 | 0.00 | 8,563 | 14.49 | ||||
| 2025-07-23 | 13F | RMG财富管理有限责任公司 | 887 | 14 | ||||||
| 2025-08-12 | 13F | 摩根大通公司 | 36,150 | -63.58 | 552 | -67.14 | ||||
| 2025-08-26 | NP | TRSYX - T. Rowe Price 小盘股指数基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,601 | 9.75 | 40 | -2.50 | ||||
| 2025-08-12 | 13F | 动态技术实验室私人有限公司 | 32,846 | 12.39 | 502 | 1.41 | ||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 19,907 | -20.70 | 304 | -28.54 | ||||
| 2025-08-28 | NP | VYSVX - Vericimetry 美国小型股价值基金 | 2,510 | -50.00 | 38 | -54.76 | ||||
| 2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 22,118 | -64.97 | 374 | -84.09 | ||||
| 2025-08-14 | 13F | 麦克拉斯和埃克有限责任公司 | 81 | 0.00 | 1 | 0.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/富兰克林小型股价值管理波动性投资组合 IB 类 | 1,017 | 0.00 | 16 | -11.76 | ||||
| 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 | 54,111 | 3.90 | 788 | -13.23 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Russell 中小型股指数基金投资者 A | 3,998 | 16.12 | 59 | -52.80 | ||||
| 2025-06-26 | NP | IIVAX - Transamerica 中小型股价值 A | 12,250 | -78.43 | 182 | -91.25 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 1,313 | 202.53 | 20 | 185.71 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | 237,159 | 216.30 | 3,621 | 185.34 | ||||
| 2025-08-29 | NP | DASCX - Dean 小盘价值基金 | 91,077 | -24.29 | 1,391 | -31.73 | ||||
| 2025-05-29 | NP | SEASONS SERIES TRUST - SA Putnam 资产配置多元化增长投资组合 1 级 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | NP | CFSSX-专栏小盘精选基金 | 52,075 | -3.56 | 758 | -19.45 | ||||
| 2025-07-30 | 13F | 伯恩佐特资本顾问公司 | 428,082 | 2.00 | 6,537 | -8.01 | ||||
| 2025-08-13 | 13F | 北方信托公司 | 234,487 | -12.18 | 3,581 | -20.80 | ||||
| 2025-08-14 | 13F | Aster 资本管理（DIFC）有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-28 | NP | QCEQRX - 股票指数账户类别 R1 | 14,727 | 0.00 | 249 | -54.56 | ||||
| 2025-05-14 | 13F | 萨斯奎哈纳基本投资有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 1,891 | -99.39 | 29 | -99.46 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 476,656 | 285.96 | 7,279 | 248.23 | ||||
| 2025-08-26 | NP | Profunds - Profund 超小型股副总裁 | 99 | -3.88 | 2 | 0.00 | ||||
| 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 | 18,064 | 1,400.33 | 276 | 554.76 | ||||
| 2025-08-26 | NP | QUANTITATIVE MASTER SERIES LLC - Master 小盘股指数系列 | 47,817 | 0.00 | 730 | -9.77 | ||||
| 2025-07-29 | NP | VINAX - 先锋工业指数基金 Admiral Shares | 29,826 | -5.15 | 434 | -20.80 | ||||
| 2025-08-29 | NP | DES - WisdomTree 美国小型股股息基金 不适用 | 53,289 | 11.71 | 814 | 0.74 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 555 | 0.00 | 9 | -11.11 | ||||
| 2025-08-05 | 13F | 维瑞特资产管理公司 | 10,575 | 3.23 | 161 | -6.94 | ||||
| 2025-06-23 | NP | PJARX - 小盘价值基金 II R-3 | 188,982 | 47.58 | 2,806 | -39.82 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 66 | -50.00 | 1 | -50.00 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 182 | 0.00 | 3 | -33.33 | ||||
| 2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 8,340 | 942.50 | 127 | 876.92 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - MetLife Russell 2000 指数投资组合 A 类 | 10,238 | 0.00 | 156 | -9.83 | ||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 93 | 36.76 | 1 | |||||
| 2025-08-27 | NP | BBVSX - Bridge Builder 中小盘价值基金 | 13,640 | 0.00 | 208 | -9.57 | ||||
| 2025-07-25 | NP | FNDB - 嘉信基本美国广泛市场指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,264 | 30.44 | 18 | 12.50 | ||||
| 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 | 701,483 | -4.68 | 10,214 | -20.38 | ||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 24,613 | 2.47 | 0 | |||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 19,970 | 305 | ||||||
| 2025-08-28 | NP | BUYO - KraneShares Man Buyout Beta 指数 ETF | 129 | 0.00 | 2 | -50.00 | ||||
| 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 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 61 | -84.86 | 1 | -100.00 | ||||
| 2025-05-05 | 13F | 铸造合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | DFAS - 维度美国小型股 ETF | 71,810 | 0.00 | 1,066 | -59.24 | ||||
| 2025-08-29 | NP | EES - WisdomTree 美国小型股基金 不适用 | 16,517 | -0.63 | 252 | -10.32 | ||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 600 | 9 | ||||||
| 2025-07-30 | NP | TARKX - Tarkio 基金 | 189,625 | 16.10 | 2,761 | -3.02 | ||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 66,647 | 1 | ||||||
| 2025-08-20 | NP | HWVIX - Hotchkis & Wiley 小型多元化价值基金 I 类 | 96,400 | 30.27 | 1,472 | 17.57 | ||||
| 2025-06-26 | NP | TISEX - TIAA-CREF 机构级量化小型股票基金 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | SBHVX - Segall Bryant & Hamill 机构级小型价值基金 | 131,241 | -3.89 | 2,004 | -13.28 | ||||
| 2025-08-12 | 13F | 巴罗·汉利·莫威尼与施特劳斯有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 宽博科技有限公司 | 69,114 | -0.85 | 1,055 | -10.59 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD 小盘价值指数投资组合 P 级 | 4,452 | -8.88 | 68 | -18.29 | ||||
| 2025-08-27 | NP | BBTSX - Bridge Builder 税务管理中小型股基金 | 38,681 | 128.14 | 591 | -6.50 | ||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 私人财富管理集团有限责任公司 | 485 | 4.30 | 7 | 0.00 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | 471,855 | 218.25 | 7,205 | 187.05 | ||||
| 2025-08-13 | 13F | 箭街资本有限合伙企业 | 108,593 | 1,658 |
Other Listings
| US:CMCO | US$14.51 |
