机构投资人持股和股东
AMC Entertainment Holdings, Inc. (IT:1AMC) 有 370 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 195,513,980 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Marshall Wace, Llp, IWM - iShares Russell 2000 ETF, NAESX - Vanguard Small-Cap Index Fund Investor Shares, Geode Capital Management, Llc, State Street Corp, Bank Of America Corp /de/, and VEXMX - Vanguard Extended Market Index Fund Investor Shares .
AMC Entertainment Holdings, Inc. (BIT:1AMC)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 2.39 / share. Previously, on September 9, 2024, the share price was 4.55 / share. This represents a decline of 47.48% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | MCF 顾问有限责任公司 | 584 | 74.85 | 2 | |||||
| 2025-07-25 | 13F | 潘多拉财富公司 | 25 | 0.00 | 0 | |||||
| 2025-08-26 | NP | NSIDX - 北方小盘股指数基金 | 201,497 | 7.28 | 625 | 15.77 | ||||
| 2025-05-14 | 13F | 第一信托顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 原子投资者有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-27 | 13F/A | 高盛集团公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者美国小型股管理式 ETF | 1,993 | 23.02 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 1,365 | -0.15 | 4 | 33.33 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 113 | 0 | ||||||
| 2025-07-25 | 13F | CWM有限公司 | 608 | -28.30 | 0 | |||||
| 2025-07-15 | 13F | 大街集团有限公司 | 444 | 0.00 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 6 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | 北方信托公司 | 3,825,009 | 8.03 | 11,858 | 16.69 | ||||
| 2025-05-19 | NP | 林肯可变保险产品信托 - LVIP SSGA 中小盘 200 基金标准级 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 10,253,501 | 10.60 | 31,790 | 19.45 | ||||
| 2025-08-05 | 13F | 蒙特利尔银行/can/ | 46,004 | 23.66 | 143 | 33.96 | ||||
| 2025-07-31 | 13F | 沃尔德伦私人财富有限责任公司 | 25,206 | 0.00 | 78 | 8.33 | ||||
| 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 | 51,181 | 0.00 | 159 | 8.22 | ||||
| 2025-05-30 | NP | OPTZ-优化策略指数ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | 海克斯康资本合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | HDG - ProShares 对冲复制 ETF | 531 | 29.20 | 2 | 0.00 | ||||
| 2025-03-25 | 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 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 创始者有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 619,805 | 1,833.93 | 1,922 | 1,989.13 | ||||
| 2025-05-15 | 13F | 工程师 门经理 LP | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | 熊山资本公司 | 2 | 0.00 | 0 | |||||
| 2025-07-25 | NP | WSML - iShares MSCI 全球小型股 ETF | 22,022 | 78 | ||||||
| 2025-05-14 | 13F | 俄亥俄州公共雇员退休制度 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 瑞银集团 | 500,115 | -43.21 | 1,550 | -38.66 | ||||
| 2025-05-14 | 13F | 斯卡纳管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Put | 538,500 | 22.72 | 1,669 | 32.57 | |||
| 2025-08-08 | 13F | 哈特兰有限公司 | 2 | 0.00 | 0 | |||||
| 2025-07-14 | 13F | Proathlete 财富管理有限公司 | 32 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 1,442,400 | 34.14 | 4,471 | 44.88 | |||
| 2025-08-14 | 13F | 简街集团有限责任公司 | 67,575 | -91.90 | 209 | -91.27 | ||||
| 2025-08-04 | 13F | 创意金融设计公司 /adv | 8 | -20.00 | 0 | |||||
| 2025-07-29 | NP | SMXAX - SIIT 扩展市场指数基金 - A 类 | 59,593 | 0.00 | 212 | 8.16 | ||||
| 2025-07-29 | NP | VRTIX - Vanguard Russell 2000 指数基金机构股票 | 2,030,070 | 26.97 | 7,227 | 36.98 | ||||
| 2025-08-13 | 13F | 挪威银行 | 76,909 | 238 | ||||||
| 2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 238,566 | -0.70 | 740 | 7.26 | ||||
| 2025-08-14 | 13F | J.高盛公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 1,005 | -6.07 | 3 | 0.00 | ||||
| 2025-04-15 | 13F | Mv 资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | 铁马财富管理有限公司 | 46 | 0 | ||||||
| 2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 200 | 0.00 | 1 | |||||
| 2025-06-26 | NP | FSSNX - 富达小型股指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,087,893 | 18.84 | 10,915 | 2.03 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 37 | 825.00 | 0 | |||||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 11,933 | 37 | ||||||
| 2025-04-23 | 13F | 马斯卡尼财富管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | NP | ITWO - ProShares Russell 2000 高收益 ETF | 6,857 | 12.41 | 24 | 20.00 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理小型股投资组合 1 级 | 12,122 | 38 | ||||||
| 2025-08-11 | 13F | 美国信安证券公司 | 182 | 378.95 | 1 | |||||
| 2025-08-14 | 13F | Smartleaf资产管理有限责任公司 | 21 | -98.35 | 0 | -100.00 | ||||
| 2025-05-14 | 13F | 福拉资本有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-14 | 13F/A | 车床资本有限公司 | Put | 14,500 | 66 | |||||
| 2025-05-14 | 13F/A | 车床资本有限公司 | 5,000 | 23 | ||||||
| 2025-08-15 | 13F | 摩根士丹利 | 4,033,368 | -17.75 | 12,503 | -11.16 | ||||
| 2025-08-05 | 13F | 纽约梅隆银行 | 1,339,434 | 25.22 | 4,152 | 35.24 | ||||
| 2025-08-11 | 13F | HHM 财富顾问有限责任公司 | 113 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Optiver控股有限公司 | 2,589 | -53.51 | 8 | -46.67 | ||||
| 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 | 30,846 | 0.00 | 96 | 7.95 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Russell 中小型股指数基金投资者 A | 52,661 | 29.66 | 141 | 11.11 | ||||
| 2025-08-06 | 13F | Equitec 自营市场有限公司 | 971 | 0.00 | 3 | 50.00 | ||||
| 2025-08-13 | 13F | 亚利桑那州退休系统 | 126,059 | 15.21 | 391 | 24.20 | ||||
| 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 | 14,545 | 8.16 | 45 | 18.42 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 摩根大通小型股核心基金服务类别 | 49,725 | 154 | ||||||
| 2025-08-14 | 13F | CSS 有限公司/il | Call | 5,000 | 0.00 | 16 | 7.14 | |||
| 2025-08-18 | 13F/A | 野村控股公司 | 28,573 | -5.81 | 89 | 1.15 | ||||
| 2025-08-14 | 13F | CSS 有限公司/il | 1,615 | -5.17 | 5 | 25.00 | ||||
| 2025-08-18 | 13F/A | 野村控股公司 | Put | 57,500 | 0.00 | 178 | 7.88 | |||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 166,774 | 0.00 | 516 | 7.72 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 395,300 | 10.82 | 1,214 | 18.11 | |||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 14 | 0.00 | 0 | |||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 43,668 | -58.56 | 134 | -55.78 | ||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | 32,777 | 0.00 | 102 | 7.45 | ||||
| 2025-08-14 | 13F | CSS 有限公司/il | Put | 231,600 | 97.18 | 718 | 112.76 | |||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 608,500 | 14.40 | 1,868 | 22.01 | |||
| 2025-08-08 | 13F | Meridian 财富管理有限责任公司 | 22,049 | 12.79 | 68 | 21.43 | ||||
| 2025-08-11 | 13F | 基石规划集团有限责任公司 | 15 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 228,759 | 501.68 | 709 | 550.46 | ||||
| 2025-08-13 | 13F | 鼎石金融集团 | 12,212 | 0.00 | 38 | 5.71 | ||||
| 2025-08-12 | 13F | 关闭资产管理有限公司 | 56 | 0.00 | 0 | |||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 199 | 1.02 | 1 | |||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 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 | 16 | 0.00 | 0 | |||||
| 2025-05-09 | 13F | 丽城贸易有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-13 | 13F | 殖民地信托顾问公司 | 1,000 | 150.00 | 3 | 200.00 | ||||
| 2025-08-04 | 13F | 尖峰财富管理 | 3,079 | 0.00 | 10 | 12.50 | ||||
| 2025-05-09 | 13F | 丽城贸易有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-06-23 | NP | SLPIX - 小盘股深度投资者类别 | 394 | 2.34 | 1 | 0.00 | ||||
| 2025-08-07 | 13F | 绞车咨询服务有限责任公司 | 2 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 102,348 | 16.76 | 317 | 26.29 | ||||
| 2025-07-21 | 13F/A | 算盘规划集团有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | 特雷诺资本管理公司 | 18,623 | 12.37 | 53 | 10.64 | ||||
| 2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 260,197 | 10.06 | 807 | 18.88 | ||||
| 2025-08-12 | 13F | 瑞士国家银行 | 825,291 | 11.66 | 2,558 | 20.60 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 118 | 0 | ||||||
| 2025-05-07 | 13F | Skandinaviska Enskilda Banken AB（出版） | 0 | -100.00 | 0 | -100.00 | ||||
| 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 | 6,627 | 0.00 | 21 | 5.26 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 87,379 | 15.97 | 311 | 25.40 | ||||
| 2025-06-25 | NP | GSATX - 高盛小盘价值洞察基金 A 类 | 335,895 | 13.55 | 897 | -2.50 | ||||
| 2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 28,034 | 0.00 | 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 | 7,587 | 0.00 | 20 | -13.04 | ||||
| 2025-03-18 | 13F/A | 美国银行 /de/ | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-05-28 | NP | QCEQRX - 股票指数账户类别 R1 | 129,967 | 0.00 | 373 | -27.85 | ||||
| 2025-08-08 | 13F | MTM 投资管理有限责任公司 | 109 | 0 | ||||||
| 2025-07-24 | 13F | 游戏计划财务顾问有限责任公司 | 10 | 0.00 | 0 | |||||
| 2025-04-22 | 13F | 沃尔夫维斯马加纳有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 私人信托公司 | 23 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | 共价合作伙伴有限责任公司 | 486,000 | 411.58 | 1,507 | 453.68 | ||||
| 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 | 223,047 | 0.00 | 691 | 7.97 | ||||
| 2025-08-26 | NP | Nuveen 纳斯达克 100 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 | 448 | 0.00 | 1 | 0.00 | ||||
| 2025-08-04 | 13F | 联合银行 | 13,932 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-03 | 13F | 加德资本公司 | 0 | -100.00 | 0 | |||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD 小盘价值指数投资组合 P 级 | 60,969 | 0.00 | 189 | 8.62 | ||||
| 2025-08-08 | 13F | CFO4Life 集团有限责任公司 | 10,649 | 33 | ||||||
| 2025-07-28 | NP | URTY - ProShares UltraPro Russell2000 | 29,548 | -17.14 | 105 | -10.26 | ||||
| 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 | 135,975 | 8.37 | 422 | 16.94 | ||||
| 2025-05-15 | 13F | 采石场LP | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 10 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | 28,748 | 0.62 | 89 | 9.88 | ||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 89,270 | 2.02 | 277 | 9.96 | ||||
| 2025-08-07 | 13F | 赛普拉斯资本管理有限责任公司（怀俄明州） | 156 | 0.00 | 0 | |||||
| 2025-06-23 | NP | UAPIX - 超小盘深度投资者类别 | 4,131 | -18.76 | 11 | -26.67 | ||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 4,193 | 0 | ||||||
| 2025-08-14 | 13F | Polymer资本管理（美国）有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | JSCSX - 摩根大通美国小公司基金 I 类 | 246,317 | 764 | ||||||
| 2025-07-29 | 13F | 贸易风资本管理有限公司 | 10 | 0.00 | 0 | |||||
| 2025-08-14 | 13F/A | 瑞士宝盛银行，苏黎世 | 18 | 12.50 | 0 | |||||
| 2025-08-11 | 13F | 先锋集团公司 | 44,325,264 | 3.53 | 137,408 | 11.82 | ||||
| 2025-08-13 | 13F | 麦肯齐金融公司 | 22,517 | 0.00 | 70 | 7.81 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 56,960 | 0.00 | 177 | 7.98 | ||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | 628,163 | 1,947 | ||||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | 11,637 | -0.18 | 36 | 9.09 | ||||
| 2025-08-06 | 13F | 遗产投资解决方案有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 11,994 | 40.64 | 37 | 54.17 | ||||
| 2025-08-14 | 13F | 塞伊投资公司 | 70,531 | 21.05 | 219 | 30.54 | ||||
| 2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert VP Russell 2000 小型股指数投资组合 - I 类 | 44,447 | 8.70 | 138 | 17.09 | ||||
| 2025-08-14 | 13F | 沃隆资本管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Call | 39,600 | 0.00 | 123 | 7.96 | |||
| 2025-08-14 | 13F | 富国银行/百万 | 279,897 | -59.69 | 868 | -56.50 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 51,371 | -0.84 | 159 | 7.43 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT GS 小盘股票洞察基金 Y 级 | 42,253 | 24.13 | 131 | 34.02 | ||||
| 2025-08-12 | 13F | 博克夫，那 | 113 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Peak6有限责任公司 | 39,331 | 122 | ||||||
| 2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 12,115 | -2.87 | 38 | 5.71 | ||||
| 2025-07-24 | 13F | 伯纳德财富管理公司 | 17 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | 峰会全球投资 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | Profunds - Profund 超小型股副总裁 | 1,519 | 4.04 | 5 | 0.00 | ||||
| 2025-08-13 | 13F | 文艺复兴科技有限公司 | 5,682,019 | 16.51 | 17,614 | 25.85 | ||||
| 2025-08-27 | NP | NAESX - 先锋小型股指数基金投资者股票 | 10,585,784 | -1.68 | 32,816 | 6.20 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 12,221 | 3.12 | 38 | 8.82 | ||||
| 2025-07-14 | 13F | 卡皮塔罗投资有限公司 | 12,847 | 40 | ||||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 小型股指数投资组合 1 级 | 45,930 | 18.82 | 123 | 1.67 | ||||
| 2025-08-05 | 13F | TSFG有限公司 | 2,500 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 138,225 | 428 | ||||||
| 2025-06-26 | NP | USMIX - 扩展市场指数基金 | 51,252 | 9.35 | 137 | -6.21 | ||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 18,014 | 5.66 | 56 | 14.58 | ||||
| 2025-05-15 | 13F | 野村控股公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-12 | 13F | 伍德塔弗金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 44,200 | -22.86 | 137 | -16.46 | |||
| 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 | 474,650 | 8.79 | 1,471 | 17.49 | ||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 221,440 | 8.78 | 686 | 17.47 | ||||
| 2025-08-04 | 13F | 汉兹金融服务公司 | 2 | 0.00 | 0 | |||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 530,194 | 21.95 | 1,644 | 31.76 | ||||
| 2025-07-21 | 13F | 昆特资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 小盘指数基金 II 类 | 82,153 | 15.92 | 255 | 25.12 | ||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 119,199 | 13.30 | 370 | 22.59 | ||||
| 2025-08-08 | 13F | 创意策划 | 16,541 | 20.97 | 51 | 30.77 | ||||
| 2025-08-08 | 13F | 凯普斯通财务顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | ISCB - iShares 晨星小型股 ETF | 17,597 | 3.84 | 47 | -11.54 | ||||
| 2025-04-11 | 13F | 繁荣规划公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 7,723 | 181.55 | 22 | 214.29 | ||||
| 2025-08-29 | NP | JAEWX - 小盘股指数信托资产净值 | 83,519 | 10.62 | 259 | 19.44 | ||||
| 2025-04-22 | 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 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 430,640 | 31.72 | 1,335 | 42.22 | ||||
| 2025-08-07 | 13F | 财务演讲公司 | 1,000 | 3 | ||||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 22,790 | 0.00 | 61 | -14.29 | ||||
| 2025-05-16 | 13F | 科佩尔咨询解决方案有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 64 | -66.67 | 0 | |||||
| 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 | |||||
| 2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 357 | 1 | ||||||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | 27,981 | 80 | ||||||
| 2025-08-26 | NP | IJSIX - VY(R) 摩根大通小盘核心股票投资组合 I 类 | 43,549 | 135 | ||||||
| 2025-08-22 | NP | 可变保险产品基金 II - 纪律严明的小型股投资组合初始类别 | 21,619 | 0.00 | 67 | 8.06 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 123,931 | 45.36 | 384 | 57.38 | ||||
| 2025-08-19 | 13F/A | 皮特凯恩郡 | 10,869 | 34 | ||||||
| 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 | 8,296 | 7.36 | 26 | 13.64 | ||||
| 2025-08-12 | 13F | 恒线顾问公司 | 655,730 | 21.61 | 2,033 | 31.35 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | 29,744 | 92 | ||||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 22,000 | 83.33 | 68 | 100.00 | ||||
| 2025-08-13 | 13F | 殖民地信托公司 / SC | 1,050 | 0.00 | 3 | 0.00 | ||||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 12,138 | 38 | ||||||
| 2025-07-24 | 13F | IFP 顾问公司 | 346 | -17.22 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 4,579 | 2,178.11 | 14 | |||||
| 2025-08-14 | 13F | 克劳福德基金管理有限责任公司 | Put | 178,000 | 2.89 | 552 | 11.09 | |||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 44,447 | 8.70 | 138 | 17.09 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 21,787 | -44.47 | 68 | -40.18 | ||||
| 2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 984 | 18.84 | 3 | 50.00 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 1,551 | 10.23 | 4 | 0.00 | ||||
| 2025-08-28 | NP | IWM - iShares Russell 2000 ETF | 10,804,486 | 1.07 | 33,494 | 9.17 | ||||
| 2025-06-26 | NP | TISBX - TIAA-CREF 小型股混合指数基金机构类别 | 494,960 | 9.78 | 1,322 | -5.78 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - Russell 2000(R) 1.5x 策略基金可变年金 | 117 | 9.35 | 0 | |||||
| 2025-07-25 | 13F | 主权金融集团公司 | 10,452 | 32 | ||||||
| 2025-07-16 | 13F | 战略投资解决方案公司/伊利诺伊州 | 142 | 0.00 | 0 | |||||
| 2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 15,286 | 0.00 | 47 | 9.30 | ||||
| 2025-06-23 | NP | PJARX - 小盘价值基金 II R-3 | 31,423 | 32.05 | 84 | 12.16 | ||||
| 2025-07-28 | NP | UWM - ProShares Ultra Russell2000 | 40,314 | -5.83 | 144 | 1.42 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 53,640 | -40.19 | 166 | -35.41 | ||||
| 2025-06-24 | NP | TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 | 43,332 | -1.26 | 116 | -15.44 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 7,253 | 23.56 | 22 | 37.50 | ||||
| 2025-07-30 | 13F | 克鲁顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | 安佳投资管理有限公司 | 1,067 | 0.00 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | 曼氏集团 | 580,637 | 1,800 | ||||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 5,635 | 2.96 | 17 | 13.33 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 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 | 334,000 | 11.71 | 1,035 | 20.63 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-14 | 13F | 资本基金管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-15 | 13F | HBK投资有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-28 | NP | VVSCX - 小盘价值基金 | 110,251 | 392 | ||||||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 25,228 | -53.26 | 78 | -49.35 | ||||
| 2025-05-13 | 13F | 蒙特利尔银行/can/ | Put | 0 | -100.00 | 0 | ||||
| 2025-08-26 | NP | TRSYX - T. Rowe Price 小盘股指数基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 36,723 | 8.36 | 114 | 16.49 | ||||
| 2025-07-22 | NP | GINN - 高盛创新股票 ETF | 57,586 | 205 | ||||||
| 2025-07-09 | 13F | 凯旋资本管理公司 | 14,270 | -61.90 | 44 | -58.88 | ||||
| 2025-08-14 | 13F | 运营顾问有限责任公司 | 6 | 0.00 | 0 | |||||
| 2025-04-01 | 13F | Modus 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 275,894 | 6.73 | 1 | |||||
| 2025-04-21 | 13F | 奥格合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | BBVSX - Bridge Builder 中小盘价值基金 | 208,921 | 11.00 | 648 | 19.81 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 12,383 | -90.31 | 0 | |||||
| 2025-06-25 | NP | FCOM - 富达 MSCI 通信服务指数 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 | 441,025 | 5.60 | 1,178 | -9.32 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/小型公司指数投资组合 IB 类 | 243,160 | 29.09 | 754 | 39.44 | ||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 11,998,516 | 17,924.99 | 37,195 | 19,373.82 | ||||
| 2025-08-14 | 13F | 阳光地带证券公司 | 128 | 0.00 | 1 | |||||
| 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 | 55,109 | 10.33 | 171 | 18.88 | ||||
| 2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 89,360 | -0.77 | 277 | 7.36 | ||||
| 2025-07-29 | NP | 古根海姆主动配置基金 | 1,286 | 0.00 | 5 | 0.00 | ||||
| 2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 472,920 | 1,466 | ||||||
| 2025-06-18 | NP | GMRAX - 全国小盘指数基金 A 类 | 34,276 | 12.98 | 92 | -3.19 | ||||
| 2025-08-14 | 13F | GMT资本公司 | 1,816,151 | 0.00 | 5,630 | 8.02 | ||||
| 2025-05-15 | 13F | 贝叶斯资本管理有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | 私人财富资产管理有限责任公司 | 923 | 0.00 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 28,390 | 4.98 | 88 | 14.29 | ||||
| 2025-05-12 | 13F | Simplex 贸易有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 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 | 173,192 | 0.00 | 462 | -14.13 | ||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 89,192 | 22.87 | 276 | 32.69 | ||||
| 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 | 551,399 | 12.02 | 1,963 | 20.81 | ||||
| 2025-05-15 | 13F | 千禧管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 4,098,408 | 0.59 | 12,705 | 8.65 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | 842,895 | 324.86 | 2,613 | 359.05 | ||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 20,337 | 0.01 | 63 | 8.62 | ||||
| 2025-05-14 | 13F | 特鲁投资资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | MSSM - 摩根士丹利 Pathway 中小型股 ETF | 17,450 | 36.83 | 62 | 47.62 | ||||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 1,930,974 | 102.53 | 5,986 | 118.79 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 168 | 0.00 | 1 | |||||
| 2025-03-24 | 13F/A | 马拉松资产管理公司 | 1,017,510 | 4,630 | ||||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 1,351 | 8.43 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | 科图管理有限公司 | 228,136 | 0.00 | 707 | 8.10 | ||||
| 2025-08-27 | NP | VSTCX - 先锋战略小型股票基金投资者股票 | 253,863 | 0.00 | 787 | 7.97 | ||||
| 2025-08-13 | 13F | 正交资本有限公司 | 240,474 | 744 | ||||||
| 2025-08-27 | NP | RYRUX - Russell 2000 2x 策略基金 A 级股票 | 2,220 | 9.14 | 7 | 20.00 | ||||
| 2025-07-21 | 13F | 山顶国家银行 | 106 | 0.00 | 0 | |||||
| 2025-08-07 | 13F | 马拉松交易投资管理有限责任公司 | 179,962 | -31.35 | 558 | -25.93 | ||||
| 2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 4,010 | 69.99 | 11 | 83.33 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 小型股成长投资组合 IB 类 | 145,060 | 36.51 | 450 | 47.70 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 2,654,791 | 117.20 | 8,230 | 134.64 | ||||
| 2025-08-05 | 13F | GHP 投资顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 218 | -54.68 | 1 | -100.00 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 2,178 | 0.00 | 7 | 0.00 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | 32,065,689 | 7.06 | 99,404 | 15.64 | ||||
| 2025-07-29 | 13F | 弗吉尼亚退休系统等 | 13,700 | 42 | ||||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 102,506 | 9.19 | 315 | 16.67 | ||||
| 2025-08-14 | 13F | 两个 Sigma 顾问，有限合伙人 | 98,947 | 5.08 | 307 | 13.33 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 3,669 | 4,926.03 | 11 | |||||
| 2025-07-29 | NP | VTCAX - 先锋通信服务指数基金 Admiral Shares | 1,506,607 | 26.39 | 5,364 | 36.36 | ||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 238,048 | 16.85 | 738 | 26.20 | ||||
| 2025-08-08 | 13F | 史密斯菲尔德信托公司 | 2,262 | 0.00 | 0 | |||||
| 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 | 709,275 | 2.27 | 2,525 | 10.36 | ||||
| 2025-07-28 | NP | VCSLX - 小盘股指数基金 | 168,007 | 26.07 | 598 | 36.22 | ||||
| 2025-07-17 | 13F | 圣路易斯财富顾问有限责任公司 | 10,249 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 1,863,700 | -40.50 | 5,777 | -35.73 | |||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 2,025,100 | 58.39 | 6,278 | 71.08 | |||
| 2025-08-14 | 13F | 钴资本管理公司 | 400,000 | 344.44 | 1,240 | 380.62 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 小盘股指数基金 | 13,300 | 19.82 | 41 | 32.26 | ||||
| 2025-05-07 | 13F/A | 对称投资有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 彭特沃特资本管理有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | 美国银行 /de/ | 7,929,235 | -11.39 | 24,581 | -4.29 | ||||
| 2025-07-14 | 13F | 太平洋合作伙伴公司 | 8 | 0.00 | 0 | |||||
| 2025-08-26 | NP | Profunds - Profunds 小型股副总裁 | 995 | 9.22 | 3 | 50.00 | ||||
| 2025-07-10 | 13F | 传统金融策略有限责任公司 | 10,226 | 0.00 | 32 | 6.90 | ||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 7,786 | -26.78 | 24 | -20.00 | ||||
| 2025-08-14 | 13F | 加州教师退休制度 | 518,219 | 49.50 | 1,606 | 61.57 | ||||
| 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 | 115,026 | 4.37 | 307 | -10.23 | ||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Kiker 财富管理有限公司 | 3,000 | 0.00 | 9 | 12.50 | ||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 6,202 | 47.53 | 19 | 58.33 | ||||
| 2025-08-26 | NP | QUANTITATIVE MASTER SERIES LLC - Master 小盘股指数系列 | 754,242 | 9.67 | 2,338 | 18.50 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 13,875,613 | 0.60 | 43,014 | 8.66 | ||||
| 2025-08-26 | NP | IRSIX - Voya Russell™ 小盘股指数投资组合 ADV 级 | 88,945 | 13.25 | 276 | 22.22 | ||||
| 2025-08-14 | 13F | 格伦鹰顾问有限公司 | 1,353 | 0.00 | 4 | 33.33 | ||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 137,818 | 49.12 | 0 | |||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 75,683 | 151.97 | 235 | 172.09 | ||||
| 2025-08-14 | 13F | 阿里斯泰亚资本有限公司 | 150,898 | 468 | ||||||
| 2025-07-29 | NP | VRTTX - Vanguard Russell 3000 指数基金机构股票 | 27,970 | 0.00 | 100 | 7.61 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 科维斯特有限公司 | 2,167 | -0.23 | 0 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT 小盘价值投资组合 IB 级 | 70,037 | 8.47 | 217 | 17.30 | ||||
| 2025-05-15 | 13F/A | 韦斯资产管理有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-24 | 13F | SLT控股有限公司 | 40,012 | 124 | ||||||
| 2025-08-08 | 13F | 新英格兰资本财务顾问有限责任公司 | 21 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 99,410 | 13.94 | 308 | 23.20 | ||||
| 2025-08-14 | 13F | 道富银行 | 9,198,109 | 10.87 | 28,514 | 19.75 | ||||
| 2025-08-01 | 13F | 梅希尔资本有限责任公司 | 11,127 | 34 | ||||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 209 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | DRW 证券有限责任公司 | Call | 248,100 | 769 | |||||
| 2025-07-23 | 13F | 高注财富有限责任公司 | 21 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 47,768 | -34.59 | 148 | -29.19 | ||||
| 2025-08-27 | NP | RYMKX - 罗素 2000 1.5 倍策略基金 H 级 | 611 | 8.72 | 2 | 0.00 | ||||
| 2025-06-25 | NP | GCSIX - 高盛小型股股票洞察基金机构 | 92,411 | 22.59 | 247 | 5.13 | ||||
| 2025-08-06 | 13F | 遗产财富管理有限公司/ID | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 威斯康星州投资委员会 | 96,539 | -0.26 | 299 | 7.94 | ||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | 22,113 | 0.00 | 69 | 7.94 | ||||
| 2025-03-25 | NP | FAD - First Trust Multi Cap Growth AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | NP | VISGX - 先锋小盘成长指数基金投资者股票 | 5,894,752 | -2.26 | 18,274 | 5.58 | ||||
| 2025-07-21 | 13F | 巴雷特公司 | 85 | 0.00 | 0 | |||||
| 2025-07-31 | 13F | Wealthfront 顾问有限公司 | 75,692 | 0.40 | 235 | 8.33 | ||||
| 2025-08-12 | 13F | PSI 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 摩根大通小盘价值投资组合 A 类 | 132,849 | 412 | ||||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 313 | 611.36 | 1 | |||||
| 2025-08-26 | NP | PSOPX - 摩根大通小盘价值基金 I 类 | 495,090 | 1,535 | ||||||
| 2025-05-13 | 13F | 瑞银集团 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-12 | 13F | 保德信金融公司 | 55,685 | 89.57 | 213 | 68.25 | ||||
| 2025-08-27 | NP | VEXMX - 先锋扩展市场指数基金投资者股票 | 6,801,029 | 15.76 | 21,083 | 25.04 | ||||
| 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 | 508,600 | -19.56 | 1,358 | -30.98 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | 1,820,405 | 19.76 | 5,643 | 29.37 | ||||
| 2025-08-05 | 13F | Lord & Richards 财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 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 | 5,882 | 3.27 | 21 | 11.11 | ||||
| 2025-07-22 | NP | DSMFX - 目的地中小型股票基金 I 类 | 11,090 | 25.44 | 39 | 34.48 | ||||
| 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 | 20,204 | 11.10 | 63 | 19.23 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard 金融服务有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | 佛蒙特州信托公司 | 750 | 0.00 | 2 | 0.00 | ||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 198 | -8.76 | 1 | |||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - MetLife Russell 2000 指数投资组合 A 类 | 157,071 | 10.59 | 487 | 19.41 | ||||
| 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 | 1,817,813 | -0.27 | 6,471 | 7.58 | ||||
| 2025-08-19 | 13F | 资产奉献有限责任公司 | 2 | 0.00 | 0 | |||||
| 2025-05-15 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 彭特沃特资本管理有限公司 | Put | 100,000 | -90.00 | 310 | -89.20 | |||
| 2025-08-28 | NP | DTSVX - 小型公司价值投资组合投资类别 | 9,340 | -35.63 | 29 | -31.71 | ||||
| 2025-07-17 | 13F | 朱红财富管理有限公司 | 83 | 0.00 | 0 | |||||
| 2025-07-24 | NP | ESML - iShares ESG MSCI 美国小型股 ETF | 263,074 | 19.77 | 937 | 29.28 | ||||
| 2025-04-10 | 13F | 糖枫资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 53,714 | -91.42 | 167 | -90.75 | ||||
| 2025-08-19 | 13F | 开普投资咨询公司 | 2 | 0.00 | 0 | |||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | 476,985 | -18.70 | 1,479 | -12.18 | ||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 154,935 | 3.59 | 480 | 11.89 | ||||
| 2025-08-22 | NP | DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 小盘股指数 VIP A 级 | 66,680 | 9.45 | 207 | 18.39 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 678,189 | -6.57 | 2,102 | 0.91 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 1,393,500 | -7.55 | 4,320 | -0.14 | |||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 5,255,300 | -38.23 | 16,291 | -33.28 | |||
| 2025-07-24 | 13F | Jfs 财富顾问有限公司 | 7 | 0.00 | 0 | |||||
| 2025-06-24 | NP | SFSNX - Schwab Fundamental 美国小公司指数基金机构股票 | 151,597 | -3.18 | 405 | -16.87 | ||||
| 2025-08-26 | NP | POMIX - T. Rowe Price 股票市场指数基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,788 | -1.60 | 6 | 0.00 | ||||
| 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 | 209,169 | 0.16 | 745 | 7.98 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 164,625 | 510 | ||||||
| 2025-08-08 | 13F | KBC 集团 | 15,884 | 0.00 | 0 | |||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 229,588 | 0.00 | 613 | -14.29 | ||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 480,781 | 14.99 | 1,490 | 24.27 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | 14,387 | 251.16 | 45 | 300.00 | ||||
| 2025-08-28 | NP | IWN - iShares Russell 2000 价值 ETF | 3,856,499 | 4.15 | 11,955 | 12.51 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 288,000 | 70.21 | 893 | 83.92 | |||
| 2025-08-13 | 13F | 新月公园管理有限公司 | Call | 256,900 | 1.46 | 796 | 9.64 | |||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 3,315 | 693.06 | 10 | 900.00 | ||||
| 2025-08-22 | NP | FESM - 富达增强型小型股 ETF | 116,189 | 4.93 | 360 | 13.56 | ||||
| 2025-05-13 | 13F | 富兰克林资源公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 61,441 | 17.56 | 190 | -8.65 | ||||
| 2025-05-14 | 13F | 怀俄明州 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 77,600 | 42.39 | 241 | 53.85 | |||
| 2025-08-12 | 13F | 内梅斯拉什集团有限责任公司 | 9 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | 千禧管理有限公司 | 322,090 | 998 | ||||||
| 2025-07-29 | NP | SFYF - SoFi 50 ETF | 27,468 | -11.87 | 98 | -4.90 | ||||
| 2025-07-31 | 13F | 财通国际资产管理有限公司 | 4,381 | -74.66 | 14 | -73.47 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | 布里奥顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 43,740 | 245.93 | 136 | 275.00 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 5,499 | 0.55 | 17 | 13.33 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 81,222 | -5.06 | 252 | 2.45 | ||||
| 2025-08-14 | 13F | 白盒顾问有限公司 | Put | 2,000,000 | 0.00 | 6,200 | 8.01 | |||
| 2025-08-14 | 13F | 白盒顾问有限公司 | 64,144 | -40.25 | 199 | -35.71 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-04-30 | 13F | POM 投资策略有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 高盛集团公司 | 6,697,640 | 7.10 | 20,763 | 15.69 | ||||
| 2025-07-15 | 13F | 第五第三银行 | 213 | 0.00 | 1 | |||||
| 2025-08-06 | 13F | NVWM有限公司 | 21 | 0.00 | 0 | |||||
| 2025-08-27 | NP | VSEQX - 先锋战略股票基金投资者股份 | 930,650 | 0.00 | 2,885 | 8.05 | ||||
| 2025-05-12 | 13F | 安宏资本管理公司 /de/ | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | 基金会投资顾问有限责任公司 | 41,118 | 127 | ||||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 1,088,692 | 53.30 | 3,375 | 65.55 | ||||
| 2025-05-19 | 13F/A | 优化财务公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 974 | 0.00 | 3 | 50.00 | ||||
| 2025-08-13 | 13F | 约翰逊金融集团公司 | 23 | 0 | ||||||
| 2025-08-13 | 13F | 景顺有限公司 | 588,767 | -17.39 | 1,825 | -10.76 | ||||
| 2025-08-01 | 13F | 第一指挥咨询服务公司 | 100 | 0 | ||||||
| 2025-08-11 | 13F | 花旗集团 | Call | 127,500 | -22.68 | 395 | -16.49 | |||
| 2025-08-11 | 13F | 花旗集团 | 389,532 | 29.24 | 1,208 | 39.54 | ||||
| 2025-08-26 | NP | VVICX - Voya VACS 指数系列 SC 投资组合 | 30,254 | 13.44 | 94 | 22.37 | ||||
| 2025-08-27 | NP | RYRRX - 罗素 2000 基金 A 类 | 1,021 | 9.20 | 3 | 50.00 | ||||
| 2025-08-12 | 13F | MAI资本管理 | 119 | 3.48 | 0 | |||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 1,079 | 0.00 | 3 | 0.00 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 271,232 | 25.17 | 724 | 7.58 | ||||
| 2025-07-28 | 13F | 港口投资公司 | 628 | -3.24 | 2 | 0.00 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 1,261 | 0.00 | 4 | 0.00 | ||||
| 2025-06-26 | NP | ISCV - iShares Morningstar 小盘价值 ETF | 68,955 | 4.23 | 184 | -10.24 | ||||
| 2025-08-14 | 13F | 德肖公司 | Call | 406,600 | -73.07 | 1,260 | -70.92 | |||
| 2025-08-14 | 13F | 瑞银奥康纳有限公司 | 39,688 | 0.00 | 123 | 8.85 | ||||
| 2025-04-28 | 13F | 美国资本咨询有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 德肖公司 | 774,798 | 320.05 | 2,402 | 353.88 | ||||
| 2025-07-23 | 13F | Traphagen 投资顾问有限责任公司 | 30,008 | 26.32 | 93 | 36.76 | ||||
| 2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 254,904 | 6.11 | 790 | 14.66 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳基本投资有限公司 | 447,697 | -41.03 | 1,388 | -36.32 | ||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 30 | 0 | ||||||
| 2025-08-08 | 13F | 综合财务规划有限公司/PA | 21 | 0.00 | 0 | |||||
| 2025-07-22 | 13F | 红门财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-30 | NP | WFIVX - Wilshire 5000 指数基金投资类别 | 0 | -100.00 | 0 | -100.00 | ||||
| 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 | 2,090,709 | 2.77 | 7,443 | 10.86 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/2000 管理波动性投资组合 IB 级 | 507,075 | 9.08 | 1,572 | 17.77 | ||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 4 | -99.69 | 0 | -100.00 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | Call | 138,700 | 0.00 | 0 | ||||
| 2025-06-27 | NP | RSSL - Global X Russell 2000 ETF | 245,129 | 23.42 | 654 | 6.00 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 2,670,826 | 30.89 | 8 | 60.00 | ||||
| 2025-05-12 | 13F | 花旗集团 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | Xponance公司 | 33,806 | 11.27 | 105 | 19.54 | ||||
| 2025-05-15 | 13F | LMR 合伙人律师事务所 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 21,508 | -11.38 | 67 | -4.35 | ||||
| 2025-06-25 | NP | GSAOX - 高盛小盘成长洞察基金 A 类 | 8,719 | 108.54 | 23 | 76.92 | ||||
| 2025-05-15 | 13F | LMR 合伙人律师事务所 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-07 | 13F | 全球财富策略与合伙人 | 15 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | 金州财富管理有限责任公司 | 85 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | 雕塑家资本有限合伙人 | Put | 680,600 | 0.22 | 2,110 | 8.21 | |||
| 2025-08-18 | 13F | 新咨询服务有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | 巴克莱银行 | Put | 0 | -100.00 | 0 | ||||
| 2025-05-15 | 13F | 泰隆私人财富有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 23 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 47,874 | 0.00 | 148 | 8.03 | ||||
| 2025-06-24 | NP | BBSC - 摩根大通 BetaBuilders 美国小盘股 ETF | 128,371 | 11.52 | 343 | -4.20 | ||||
| 2025-08-12 | 13F | 德意志银行\ | 292,934 | 15.39 | 908 | 24.73 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 0 | -100.00 | 0 | |||||
| 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 | 32,161 | 0.00 | 100 | 7.61 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - ATM 小盘波动率管理投资组合 K 级 | 139,654 | 10.58 | 433 | 19.34 | ||||
| 2025-08-26 | NP | TLSTX - 股票指数基金 | 4,333 | 0.00 | 13 | 8.33 | ||||
| 2025-08-14 | 13F | 阿奇舒勒·沙汉姆有限公司 | 220 | 0.00 | 1 | |||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 11,754 | 68.54 | 36 | 80.00 | ||||
| 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 | 1 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | 美国信安金融集团 | 29,810 | 11.29 | 92 | 21.05 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-18 | NP | 太平洋精选基金 - 小盘股票投资组合 I 类 | 33,910 | -5.30 | 105 | 2.94 | ||||
| 2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 64,614 | 5.66 | 200 | 14.29 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 8,604 | 27 | ||||||
| 2025-08-01 | 13F | 罗斯比金融（LCC） | 36 | 0.00 | 0 | |||||
| 2025-05-14 | 13F | 斯卡纳管理有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | 高盛集团公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | 海德兰兹技术有限责任公司 | 144,093 | 447 | ||||||
| 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 | 1,007,846 | 18.99 | 2,691 | 2.13 | ||||
| 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 | 733,364 | -13.30 | 2,611 | -6.49 | ||||
| 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 | 78,165 | 37.11 | 209 | 17.51 | ||||
| 2025-08-08 | 13F | 弗拉哈蒂资产管理有限责任公司 | 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 | 116,078 | 11.70 | 360 | 20.47 | ||||
| 2025-07-31 | 13F | 地面膨胀资本有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | 联邦股权服务有限公司 | 69,722 | -0.73 | 0 | |||||
| 2025-07-29 | NP | VTWV - Vanguard Russell 2000 价值指数基金 ETF 股票 | 268,128 | 10.46 | 955 | 19.10 | ||||
| 2025-04-16 | 13F | 毅力家族办公室有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-27 | NP | GCTIX - 高盛美国税务管理股票基金机构 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 阿蒙迪 | 20,698 | 0.00 | 60 | 9.26 | ||||
| 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 | 174,196 | 6.60 | 465 | -8.46 | ||||
| 2025-08-12 | 13F | 集中财富管理 | 98,000 | 0.00 | 304 | 7.83 |
