ACLS 机构投资人持股和股东 阿克塞利斯技术公司 (NasdaqGS) 股票

阿克塞利斯技术公司
US ˙ NasdaqGS ˙ US0545402085

基本统计
机构股东 675 total, 662 long only, 1 short only, 12 long/short - change of 1.66% MRQ
平均投资组合配置 0.1447 % - change of 12.97% MRQ
已发行股票 shares (source: Capital IQ)
法人股(长期) 39,874,651 - 126.91% (ex 13D/G) - change of -0.49MM shares -1.22% MRQ
制度价值(长期) $ 2,588,977 USD ($1000)
机构投资人持股和股东

Axcelis Technologies, Inc. (US:ACLS) 有 675 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 39,895,458 股股票。 最大股东包括 BlackRock, Inc., Vanguard Group Inc, IJR - iShares Core S&P Small-Cap ETF, American Century Companies Inc, Reinhart Partners, Inc., State Street Corp, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, ASVIX - Small Cap Value Fund Investor Class, Geode Capital Management, Llc, and BNP Paribas Asset Management Holding S.A. .

Axcelis Technologies, Inc. (NasdaqGS:ACLS)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 80.61 / share. Previously, on September 9, 2024, the share price was 97.56 / share. This represents a decline of 17.37% over that period.

ACLS / Axcelis Technologies, Inc. Institutional Ownership
基金情绪分数

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

更新频率:每日

请参阅“持股资源管理器”,它提供了排名最高的公司的列表。

机构看跌与看涨期权比率

除了报告标准的股票和债务发行外,管理资产超过1亿的机构还必须披露其看跌和看涨期权持仓。由于看跌期权通常表示消极情绪,而看涨期权表示积极情绪,因此我们可以通过绘制看跌期权与看涨期权的比率来了解整体机构情绪。右边的图表绘制了该工具的历史看跌与看涨期权比率。

使用看跌与看涨期权比率作为投资者情绪的指标克服了使用机构总投资人持股的关键缺陷之一,即管理的大量资产被消极投资以跟踪指数。消极管理基金通常不买入期权,因此看跌与看涨期权比率指标更密切地跟踪主动管理基金的情绪。

ACLS / Axcelis Technologies, Inc. Historical Put/Call Ratio
13D/G备案

由于SEC的处理方式不同,我们将13D/G备案与13F备案分开提交,13D/G备案可以由投资者群体(一个主导)提交,而13F备案不能。这导致投资者可以提交13D / G报告总股份的一个价值(代表投资者群体拥有的所有股份),但随后提交13F报告总股份的不同价值(严格代表他们自己的持股)。这意味着13D/G备案和13F备案的持股通常没有直接可比性,因此我们单独提供它们。

注意:自 2021 年 5 月 16 日起,我们不再显示在过去一年内未提交 13D/G 的持有人。以前,我们显示了13D / G申请的完整历史记录。一般来说,需要提交13D / G备案的实体必须在提交交割备案之前至少每年提交一次。但是,基金有时会在没有提交交割备案的情况下退出头寸(即,它们逐渐减少),因此显示完整的历史记录有时会导致对当前持股的混淆。为防止混淆,我们现在只显示“当前”持有人,即在过去一年内提交申请的持有人。

Upgrade to unlock premium data.

文件日期 表格 投资者 前期
股票
最新
股票
Δ 股票
(Percent)
持股
(百分比)
Δ 持股
(百分比)
2025-08-14 13G 美国世纪投资管理有限公司 1,659,463 5.20
2025-04-29 13G/A 贝莱德公司 5,338,625 4,911,042 -8.01 15.30 -6.71
2025-01-30 13G/A 万家集团有限公司 4,040,912 4,396,134 8.79 13.52 9.56
13F和NPORT备案

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

更新 解锁高级数据并导出到Excel .

Important Note

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

In this first test, we will deliver only the most recent 750 transactions (out of 812 for this stock). If you are interested in loading *all* the transactions for this company, click the "load all" button below. This is just a test and if you don't like it, please let us know by submitting some gentle feedback via the link at the bottom of this page.

Load All
文件日期 来源 投资者 类型 平均价格
(Est)
股份 Δ 股份
(%)
报告
价值
($1000)
Δ 价值
(%)
投资组合配置
(%)
2025-08-14 13F 德肖公司 78,253 1,140.14 5,453 1,642.17
2025-07-15 13F 第五第三银行 489 -15.83 34 21.43
2025-08-14 13F 克拉克资本管理集团有限公司 84,591 5,895
2025-06-20 NP JSML - Janus Henderson 小型股成长阿尔法 ETF 20,097 -62.29 984 -72.84
2025-07-15 13F 毅力家族办公室有限责任公司 22 2
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 92,647 0.00 4,538 -27.97
2025-08-12 13F Nuveen有限责任公司 74,209 -17.12 5,172 16.28
2025-08-14 13F 德肖公司 Put 25,700 -55.99 1,791 -38.24
2025-08-13 13F 肯尼迪资本管理公司 133,206 2.56 9,283 43.90
2025-07-30 13F 天橡财富有限责任公司 4,594 -35.24 320 -9.09
2025-08-12 13F 全球退休合作伙伴有限责任公司 210 452.63 15 600.00
2025-06-26 NP ETTOX - E*TRADE 免费总市场指数基金 8 0
2025-08-22 NP FEAC - 富达增强型美国全市值股票 ETF 28 2
2025-08-14 13F 两个西格玛证券有限公司 3,295 230
2025-07-29 NP VRTIX - Vanguard Russell 2000 指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 163,396 9.71 9,206 12.82
2025-08-27 NP NAESX - 先锋小型股指数基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 787,257 -2.83 54,864 36.34
2025-06-27 NP HAPS - 港湾企业文化小型股 ETF 9,290 455
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 14,878 3.05 729 -25.79
2025-07-31 13F 剑桥投资研究顾问公司 13,967 14.78 1
2025-07-28 NP MSSM - 摩根士丹利 Pathway 中小型股 ETF 1,430 17.89 81 21.21
2025-06-26 NP TIEIX - TIAA-CREF 机构类别股票指数基金 27,218 0.00 1,333 -27.95
2025-05-15 13F 都铎投资公司等 0 -100.00 0 -100.00
2025-08-05 13F Simplex 贸易有限公司 14,322 1
2025-08-05 13F Simplex 贸易有限公司 Call 8,300 -56.08 1
2025-08-14 13F 里格斯资产管理有限公司 0 -100.00 0
2025-09-04 13F/A 顾问集团控股公司 2,748 36.17 191 91.00
2025-08-05 13F Simplex 贸易有限公司 Put 17,500 90.22 1
2025-08-06 13F 第一地平线顾问公司 12 1
2025-08-27 NP 保诚系列基金 - 小盘股票投资组合 I 类 28,950 0.00 2,018 40.36
2025-05-15 13F 原子投资者有限合伙人 0 -100.00 0
2025-08-28 NP SPSM - SPDR(R) 投资组合小型股 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 276,579 -1.39 19,275 38.35
2025-08-13 13F 阿蒙迪 5,353 -99.03 391 -98.42
2025-08-12 13F 美洲投资伙伴公司 3,300 0.00 230 40.49
2025-08-14 13F 两西格码投资有限合伙人 35,893 -19.06 2,501 13.58
2025-08-26 NP XJR - iShares ESG 筛选标普小盘 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,520 -7.89 176 29.63
2025-08-12 13F 科桥金融公司 0 -100.00 0
2025-08-06 13F 萨凡特资本有限责任公司 4,064 283
2025-08-28 NP NCGFX - 新约成长基金 951 0.00 66 40.43
2025-08-13 13F 宽博科技有限公司 35,278 -45.80 2,459 -23.97
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
2025-04-28 NP VUSE - Vident 核心美国股票基金 23,399 7.05 1,282 -20.96
2025-07-11 13F 鹰湾顾问有限责任公司 7,485 -1.32 522 38.56
2025-07-08 13F/A 塞勒姆投资顾问公司 685 0.00 48 38.24
2025-07-10 13F 阿迪克斯财富管理有限公司 14 0.00 1
2025-08-27 NP Jnl 系列信托 - Jnl/dfa 美国核心股票基金 (a) 1,529 0.00 107 41.33
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 19,036 0.22 1,072 3.08
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 1,222 0.00 85 41.67
2025-08-05 13F 再顾问公司 34,200 0.00 2,383 40.34
2025-08-08 13F 洛克菲勒资本管理有限责任公司 0 -100.00 0
2025-07-21 13F 未来金融财富管理有限责任公司 1,000 0.00 70 40.82
2025-08-13 13F 裸金融服务公司 16 -20.00 1
2025-08-26 NP TLSTX - 股票指数基金 510 0.00 36 40.00
2025-08-14 13F 法国巴黎银行套利公司 192,188 42.28 13,394 99.63
2025-08-08 13F 大西洋信托有限责任公司 9 1
2025-07-14 13F 富达财富管理 2 0.00 0
2025-08-13 13F 麦肯齐金融公司 6,346 0.00 442 40.32
2025-07-22 13F HFM投资顾问有限责任公司 1 0
2025-08-27 NP TRANSAMERICA 系列信托 - Transamerica T. Rowe Price 小盘股副总裁初始 30,998 0.00 2,160 40.35
2025-08-28 NP GMSMX - GuideMark(R) 中小盘核心基金服务股票 848 0.00 59 40.48
2025-08-14 13F 采石场LP 467 33
2025-08-27 NP RYDEX 可变信托 - 科技基金可变年金 575 44.11 40 110.53
2025-08-26 NP PENN SERIES FUNDS INC - 小盘价值基金 9,192 64.88 641 131.88
2025-08-06 13F 联邦股权服务有限公司 6,978 -48.55 0
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Legg Mason 战术机会投资组合 1 级 210 0.00 10 -28.57
2025-07-31 13F 奥本海默资产管理公司 6,972 11.21 486 55.95
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 49,519 16.07 2,790 19.34
2025-07-14 13F 伽玛投资有限责任公司 2,772 75.89 193 147.44
2025-08-25 NP MML 系列投资基金 - MML 小型公司价值基金 II 类 12,468 21.85 869 70.87
2025-08-29 NP Gabelli 全球公用事业和收入信托 800 0.00 56 41.03
2025-05-23 NP 俄亥俄州国家基金公司 - ON Janus Henderson 风险投资组合 200 0.00 10 -30.77
2025-05-29 NP SEASONS 系列信托 - SA 多管理增长投资组合 1 级 45 0.00 2 -33.33
2025-07-25 13F 理查森金融服务公司 107 8
2025-08-14 13F BlackBarn 资本合伙公司 360,000 -25.07 25,088 5.13
2025-04-28 NP GMAYX - GMO 小盘优质基金 I 级 109,379 -24.76 5,993 -44.48
2025-08-04 13F 资产标记公司 36 -80.33 3 -77.78
2025-08-26 NP IJSIX - VY(R) 摩根大通小盘核心股票投资组合 I 类 865 -9.04 60 27.66
2025-08-14 13F Globeflex资本有限公司 43,512 134.53 3,032 229.21
2025-07-25 13F 奥泉环球投资控股有限公司 7,588 31.21 546 87.63
2025-08-05 NP HSCSX - 小型公司股票基金 34,200 0.00 2,383 40.34
2025-08-15 NP ROFCX - 罗伊斯机会基金顾问班 61,658 106.91 4,297 688.26
2025-07-16 13F 鲁弗律师事务所 24,731 1,724
2025-08-14 13F Peak6有限责任公司 Call 20,900 1,457
2025-08-14 13F Peak6有限责任公司 11,617 86.80 810 162.66
2025-08-14 13F Peak6有限责任公司 Put 56,400 117.76 3,931 205.60
2025-08-15 13F 田纳西州财政部 9,923 -28.58 692 0.14
2025-08-11 13F 授权基金有限责任公司 3,714 259
2025-08-13 13F 丽都顾问有限责任公司 3,504 244
2025-08-18 NP 太平洋精选基金 - 小盘股指数投资组合 I 类 8,539 0.00 595 40.33
2025-08-14 13F CoreCap 顾问有限责任公司 24 0.00 2 0.00
2025-07-28 13F 贝福瑞斯特资本有限公司 4,217 451.96 294 691.89
2025-08-13 13F 百达资产管理控股公司 5,265 7.54 367 50.62
2025-08-18 13F 第二线资本有限责任公司 0 -100.00 0
2025-06-25 NP BKSE - 纽约梅隆银行美国小盘核心股票 ETF 1,558 -22.91 76 -44.53
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 145,712 -10.81 7,137 -35.76
2025-06-25 NP CDAZX - 多经理定向另类策略基金机构类别 Short -20,807 -54.03 -1,019 -66.88
2025-08-29 NP GATAX - Gabelli 资产基金 A 类 2,000 0.00 139 40.40
2025-08-01 13F 贝西默集团公司 163 -13.30 0
2025-06-24 NP TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 This fund is a listed as child fund of Northern Trust Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,832 -1.26 139 -29.23
2025-08-15 NP PENNX - 罗伊斯宾夕法尼亚共同基金投资类别 44,508 -35.08 3,102 -8.93
2025-08-12 13F 保德信金融公司 33,415 5.01 2,329 47.34
2025-08-11 13F 花旗集团 362,457 127.07 25,260 218.60
2025-08-11 13F 美国信安证券公司 1,151 565.32 80 566.67
2025-05-14 13F 布里奇沃特合伙人有限合伙人 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 865 0.00 60 42.86
2025-08-13 13F 双峰财富顾问有限责任公司 3 0
2025-08-28 NP SLYV - SPDR(R) S & P 600 小盘价值 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 75,198 -9.82 5,241 26.54
2025-05-19 NP RYPRX - Royce Premier 基金投资类别 46,808 -52.78 2,325 -66.45
2025-08-15 13F 摩根士丹利 550,161 8.43 38,341 52.14
2025-08-11 13F 环球保险及服务有限公司 28,000 98.45 1,951 178.71
2025-08-01 13F 布鲁克伍德投资集团有限责任公司 8,400 0.00 585 40.29
2025-08-08 13F Geode资本管理有限公司 925,305 -0.03 64,492 40.26
2025-08-06 13F 第一鹰投资管理有限责任公司 73,000 5,087
2025-08-22 NP QQMNX - Federated Hermes MDT 市场中性基金机构股票 39,828 77.44 2,776 149.10
2025-07-28 NP QQQS - Invesco NASDAQ Future Gen 200 ETF 769 25.04 43 30.30
2025-08-26 NP BTSMX - 波士顿信托 SMID 上限基金 81,469 -5.46 5,678 32.64
2025-08-13 13F 第一信托顾问有限公司 70,034 859.37 4,881 1,248.07
2025-08-27 NP BBVSX - Bridge Builder 中小盘价值基金 148,839 67.02 10,373 134.34
2025-06-23 NP SGPIX - 小盘成长型深度投资者类别 116 -4.13 6 -37.50
2025-06-24 NP QASGX - 联邦 MDT 小盘成长基金 A 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 70,627 24.82 3,459 -10.09
2025-08-28 NP XITK - SPDR FactSet 创新技术 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 12,403 -9.14 864 27.43
2025-08-28 NP ITOT - iShares Core S&P Total 美国股票市场 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 38,441 2.74 2,679 44.13
2025-08-14 13F/A 巴克莱银行 78,287 39.03 5 150.00
2025-08-26 NP VVICX - Voya VACS 指数系列 SC 投资组合 2,249 4.41 157 47.17
2025-07-31 13F 彼得森财富服务 9,154 0.25 638 40.62
2025-08-19 NP 西北互助系列基金公司 - 600 指数股票投资组合 11,468 2.86 799 44.48
2025-08-18 NP PACIFIC SELECT FUND - PD 小盘价值指数投资组合 P 级 4,256 664.09 297 1,245.45
2025-08-01 13F 德克萨斯州教师退休制度 4,890 2.88 341 44.07
2025-08-01 13F 詹姆斯投资研究公司 3,976 277
2025-08-14 13F 加拿大皇家银行 210,572 79.11 14,675 151.37
2025-08-12 13F 普利股权公司 Put 0 0
2025-08-11 13F 先锋集团公司 4,323,949 -2.61 301,336 36.64
2025-08-11 13F 科罗拉多州公共雇员退休协会 3,457 0.00 0
2025-08-12 13F 普利股权公司 Call 0 0
2025-08-27 NP 高级系列信托 - Ast 小型成长型投资组合 37,357 30.88 2,603 83.70
2025-08-12 13F 普利股权公司 0 0
2025-05-29 NP SEASONS 系列信托 - SA 多管理适度增长投资组合 1 级 62 3.33 3 -25.00
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 17,421 3.46 853 -25.50
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 32,625 3,143.04 2,274 5,443.90
2025-07-09 13F 莱因哈特合伙公司 1,518,544 5.38 105,828 47.86
2025-05-15 13F 立体派系统策略有限责任公司 Put 0 -100.00 0
2025-08-19 13F 怀俄明州 0 -100.00 0
2025-08-14 13F Optiver控股有限公司 68 -29.90 5 0.00
2025-05-28 NP VANGUARD 可变保险基金 - 小型公司成长投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7,374 0.00 366 -28.93
2025-07-30 NP DEEP - Roundhill 收购方深度价值 ETF 4,549 256
2025-08-07 13F ProShare 顾问有限责任公司 14,363 -1.03 1,001 38.89
2025-08-13 13F 安大略省医疗保健养老金计划信托基金 36,000 2,509
2025-06-26 NP USMIX - 扩展市场指数基金 3,785 -3.96 185 -30.71
2025-08-28 NP WFIVX - Wilshire 5000 指数基金投资类别 150 0.00 10 42.86
2025-07-30 13F 达戴维森公司 5,022 2.24 350 43.62
2025-08-07 13F 深刻顾问有限公司 3,019 210
2025-08-27 NP 安联可变保险产品信托 - AZL DFA 美国核心股票基金 815 0.00 57 40.00
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 2,385 12.55 117 43.21
2025-08-26 NP Profunds - Profund 超小型股副总裁 113 -4.24 8 40.00
2025-05-05 13F 霍伦克雷斯特资本管理公司 0 -100.00 0 -100.00
2025-08-14 13F 千禧管理有限公司 107,395 -41.63 7,484 -18.11
2025-07-29 NP VRTGX - Vanguard Russell 2000 增长指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 28,499 -4.55 1,606 -1.83
2025-08-14 13F DecisionPoint 金融有限责任公司 6 0
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 42,412 0.00 2,077 -27.98
2025-06-26 NP 贝莱德基金 - iShares Russell 中小型股指数基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,663 21.50 228 -12.31
2025-05-13 13F 标准人寿安本有限公司 0 -100.00 0
2025-08-11 13F VSM 财富咨询有限责任公司 275 0.00 19 46.15
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 17,674 0.00 866 -27.98
2025-08-08 13F 维斯特科公司 6,744 0.00 0
2025-08-14 13F 加拿大帝国商业银行世界市场公司 3,973 -45.04 277 -23.12
2025-05-14 13F Campbell & CO 投资顾问有限责任公司 0 -100.00 0
2025-08-14 13F HRT金融有限责任公司 22,275 -59.32 2 -50.00
2025-08-11 13F 私人顾问集团有限责任公司 48,635 -9.22 3,389 27.36
2025-07-30 NP FSAKX - 战略顾问美国全股票基金 62,508 -7.90 3,522 -5.30
2025-05-14 13F 福拉资本有限责任公司 0 -100.00 0
2025-04-23 13F 西方财富管理有限责任公司 0 -100.00 0 -100.00
2025-08-05 13F 纽约梅隆银行 226,063 6.37 15,754 49.24
2025-07-29 13F TFC财务管理 1 0
2025-08-12 13F 埃塞克斯投资管理有限公司 3,725 0.00 260 40.00
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 2,974 98.27 146 42.16
2025-04-29 13F 奇尔顿资本管理有限公司 0 -100.00 0
2025-08-14 13F 安科拉顾问有限责任公司 500 0.00 35 41.67
2025-08-13 13F ExodusPoint 资本管理公司 27,436 -38.50 2 -50.00
2025-08-14 13F 斯蒂菲尔金融公司 20,854 10.97 1,453 55.73
2025-04-24 NP NDVAX - MFS新发现价值基金A 79,923 -43.10 4,379 -58.01
2025-08-08 13F 史密斯菲尔德信托公司 80 0.00 0
2025-08-14 13F Glenmede投资管理有限公司 947 66
2025-08-12 13F 富兰克林资源公司 23,281 -1.46 1,622 38.28
2025-08-14 13F 威望财富管理集团有限责任公司 28 2
2025-08-14 13F 第一集团贸易有限公司 Put 5,500 1,000.00 383 1,495.83
2025-08-14 13F 第一集团贸易有限公司 Call 3,300 -32.65 230 -5.76
2025-08-06 13F 里亚托财富管理有限责任公司 1 0
2025-08-14 13F 巴利亚斯尼资产管理有限公司 90,748 6,324
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 708 5.04 49 48.48
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - 美国小型成长型投资组合机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 0 -100.00 0 -100.00
2025-06-27 NP SUNAMERICA SERIES TRUST - SA 小型股指数投资组合 1 级 3,705 2.60 181 -26.12
2025-08-27 NP VISGX - 先锋小盘成长指数基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 219,051 -51.71 15,266 -32.25
2025-07-16 13F 新洞察财富顾问 31,847 0.00 2,219 40.35
2025-08-14 13F 萨斯奎哈纳国际集团有限责任公司 40,996 -37.27 2,857 -11.98
2025-08-14 13F 萨斯奎哈纳国际集团有限责任公司 Put 83,800 -10.76 5,840 25.21
2025-08-14 13F 萨斯奎哈纳国际集团有限责任公司 Call 136,600 10.79 9,520 55.44
2025-06-18 NP GMRAX - 全国小盘指数基金 A 类 2,829 0.00 139 -28.12
2025-08-11 13F Primecap 管理公司/ca/ 852,296 2.06 59,397 43.20
2025-08-14 13F Numerai GP 有限责任公司 10,490 -82.73 731 -75.77
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 11,216 0.00 632 2.77
2025-08-08 13F 创意策划 67,212 41.66 4,684 98.81
2025-07-29 NP VIOV - Vanguard S&P Small-Cap 600 Value Index Fund ETF 股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 27,051 -1.71 1,524 1.13
2025-08-13 13F 胜利资本管理公司 886,755 4,527.43 63,623 6,590.01
2025-07-17 13F 奥克沃斯资本公司 450 0.00 31 40.91
2025-07-25 13F 阿特里亚财富解决方案公司 7,187 524
2025-08-12 13F CIBC 私人财富集团有限责任公司 301 14.02 21 81.82
2025-05-13 13F 路博迈伯曼集团有限责任公司 0 -100.00 0
2025-05-15 13F 德克萨斯州永久学校基金 15,242 747
2025-08-26 NP GVLU - Gotham 1000 价值 ETF 2,343 1.96 163 42.98
2025-08-26 NP LMBAX - QS美国小盘股票基金A类 3,916 0.00 273 40.21
2025-06-18 NP REBYX - 美国小盘Y类股票基金 3,376 0.00 165 -27.95
2025-07-15 13F SJS投资咨询公司 0 -100.00 0
2025-08-22 NP FESM - 富达增强型小型股 ETF 28,006 -34.52 1,952 -8.15
2025-08-12 13F Trexquant 投资有限责任公司 81,043 5,648
2025-05-15 13F 拉扎德资产管理公司 0 -100.00 0
2025-08-07 13F 帕卢斯资本管理公司 0 -100.00 0
2025-07-22 NP GSSIX - 高盛机构小型股价值基金 36,357 -6.06 2,048 -3.40
2025-08-07 13F 中央信托公司 1,350 1,094.69 94 1,780.00
2025-08-13 13F 诚信合作伙伴有限责任公司 5,670 395
2025-06-27 NP ESCQX - 推出小型股票基金退休课程 128,806 36.96 6,309 -1.36
2025-08-28 NP 新时代阿尔法可变基金信托 - NAA 小型增长系列 955 -2.65 67 37.50
2025-06-26 NP KCXIX - Knights of Columbus 美国全盘指数基金 I 股 136 3.03 7 -25.00
2025-08-15 NP 罗伊斯价值信托公司 50,887 -19.14 3,546 13.47
2025-08-06 13F 法国巴黎银行资产管理控股公司 921,126 -9.76 64 28.00
2025-08-26 NP EQ ADVISORS TRUST - 多经理进取型股票投资组合 IB 级 700 0.00 49 41.18
2025-08-28 NP Humankind Benefit Corp - Humankind 美国股票 ETF 112 8
2025-07-28 NP HDG - ProShares 对冲复制 ETF 43 13.16 2 0.00
2025-06-24 NP JPSE - 摩根大通多元化回报美国小盘股 ETF 5,577 -17.91 273 -40.78
2025-08-14 13F 简街集团有限责任公司 65,504 -46.03 4,565 -24.29
2025-05-15 13F Aster 资本管理(DIFC)有限公司 0 -100.00 0
2025-08-14 13F 简街集团有限责任公司 Put 19,700 31.33 1,373 84.16
2025-07-25 13F 海明顿财富管理 1 -66.67 0
2025-07-29 NP GCAVX - GMO 美国小型价值基金 VI 级 1,500 433.81 85 460.00
2025-08-27 13F/A Squarepoint Ops LLC 100,023 37.01 6,971 92.22
2025-08-13 13F 特鲁投资资本有限公司 95 0.00 7 50.00
2025-08-07 13F Illumine投资管理有限公司 9,938 2.13 693 43.27
2025-05-15 13F Centiva 资本有限合伙人 0 -100.00 0 -100.00
2025-07-08 13F 上升顾问有限责任公司 22 175.00 2
2025-07-25 NP WSML - iShares MSCI 全球小型股 ETF 1,911 108
2025-07-30 NP FCTDX - 战略顾问富达美国总股票基金 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 84,780 4.45 4,777 7.40
2025-08-14 13F Citadel 顾问有限公司 254,493 1,051.92 17,736 1,516.68
2025-08-14 13F Citadel 顾问有限公司 Call 191,800 -33.54 13,367 -6.75
2025-07-29 NP GAAVX - GMO 另类配置基金 VI 类 12,180 -13.37 686 -10.91
2025-07-23 13F 路易斯安那州雇员退休制度 15,000 -1.96 1,045 37.68
2025-08-14 13F Citadel 顾问有限公司 Put 132,000 -34.26 9,199 -7.76
2025-08-08 13F 布里德山资本有限责任公司 3,000 209
2025-08-12 13F Axq资本有限合伙人 6,914 482
2025-08-28 NP SIVIX - 道富机构小型股票基金投资类别 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,909 -32.63 272 -5.56
2025-08-12 13F 瑞士国家银行 61,500 -2.38 4,286 36.94
2025-06-27 NP PASIX - PACE 另类策略投资 A 类 94 -27.13 5 -50.00
2025-08-01 13F 瑞穗市场美洲有限公司 0 -100.00 0
2025-08-07 13F 奥尔沃斯金融有限公司 517 6.38 36 56.52
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 12,295 0.00 857 40.33
2025-08-26 NP Profunds - Profunds 小型股副总裁 74 1.37 5 66.67
2025-08-13 13F 联合爱马仕有限公司 221,164 13.89 15,413 59.79
2025-05-07 13F 布莱斯角资本有限责任公司 0 -100.00 0
2025-06-26 NP 贝莱德基金 - iShares Total 美国股市指数基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,979 0.00 97 -28.36
2025-08-05 13F 大通投资顾问公司 24,000 0.00 2 0.00
2025-07-25 NP NMSAX - 哥伦比亚小型股指数基金 A 类 61,952 -5.53 3,490 -2.87
2025-08-13 13F 西北互助财富管理公司 1,250 -3.85 87 35.94
2025-08-28 NP IGM - iShares 扩展科技板块 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 14,240 -2.97 992 36.26
2025-05-05 13F 林布鲁克资本有限公司 306 363.64 15 275.00
2025-08-14 13F 海德兰兹技术有限责任公司 5,550 918.35 387 1,329.63
2025-05-22 NP GONIX - Gotham 中性基金机构类 1,040 -26.35 52 -47.96
2025-06-23 NP SMPIX - 半导体超行业深度投资者类别 735 -23.52 36 -44.62
2025-08-14 13F 联伯恩斯坦有限责任公司 71,588 16.37 4,989 63.27
2025-08-28 NP SSBIX - 道富平衡指数基金 K 类 192 0.00 13 44.44
2025-08-13 13F 琼斯金融公司有限责任公司 158 -68.71 11 -56.00
2025-05-05 13F 洛杉矶资本管理有限公司 0 -100.00 0
2025-07-22 NP FSCC - 联邦 Hermes MDT 小型股核心 ETF 1,370 38.24 77 42.59
2025-05-27 NP AXVNX - Acclivity 小盘价值基金 Acclivity 小盘价值 N 类股票 400 0.00 20 -29.63
2025-05-15 13F 柏图斯信托公司 (LTA) 0 -100.00 0 -100.00
2025-07-28 13F 私人财富资产管理有限责任公司 0 -100.00 0
2025-08-14 13F 联信银行 11,714 5.20 816 47.56
2025-08-28 NP SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 380 2.43 26 44.44
2025-08-06 13F 南州公司 16 -33.33 1 0.00
2025-08-26 NP TRSYX - T. Rowe Price 小盘股指数基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,050 11.31 213 55.88
2025-08-26 NP EQ ADVISORS TRUST - EQ/小型公司指数投资组合 IB 类 18,300 0.00 1,275 40.42
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB 小型股成长投资组合 IB 类 12,500 0.00 871 40.48
2025-05-02 13F 马萨诸塞州金融服务公司 /ma/ 0 -100.00 0 -100.00
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master 小盘股指数系列 55,725 0.00 3,883 40.33
2025-05-28 NP QCEQRX - 股票指数账户类别 R1 16,075 0.00 798 -28.94
2025-08-08 13F Pnc 金融服务集团公司 2,131 -9.63 149 26.50
2025-08-27 NP Jnl 系列信托 - Jnl 多管理人小盘价值基金 (a) 219,824 0.00 15,320 40.31
2025-06-26 NP DFAS - 维度美国小型股 ETF 85,115 0.68 4,169 -27.49
2025-08-26 NP BOSOX - 波士顿信托小型股基金 191,050 -2.23 13,314 37.17
2025-08-11 13F EMC资本管理公司 0 -100.00 0
2025-07-23 13F Klp资本管理公司 11,100 0.00 774 40.29
2025-07-16 13F 签名有限责任公司 1,015 -21.56 71 9.38
2025-08-12 13F 维度基金顾问有限公司 735,459 4.87 51,255 47.15
2025-06-24 NP SFSNX - Schwab Fundamental 美国小公司指数基金机构股票 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 14,537 45.69 712 5.01
2025-08-12 13F 嘉信理财投资管理公司 406,412 5.29 28,323 47.73
2025-07-28 NP VCSLX - 小盘股指数基金 13,459 8.16 758 11.31
2025-08-29 NP 加贝利股权信托公司 1,200 0.00 84 40.68
2025-07-10 13F 三季财富有限责任公司 0 -100.00 0
2025-07-09 13F 布鲁斯·艾伦投资有限责任公司 10 42.86 1
2025-06-26 NP DFAT - 维度美国目标价值 ETF 49,075 138.80 2,404 72.01
2025-08-14 13F 加州教师退休制度 30,130 1.20 2,100 42.02
2025-08-07 13F 杰克逊广场合作伙伴有限责任公司 35,049 -83.34 2,443 -76.62
2025-05-28 NP PVIVX - Paradigm 微型资本基金 50,000 0.00 2,484 -28.91
2025-08-20 NP ASMOX - AQR 小盘动量型基金 I 类 1,917 0.00 134 40.00
2025-06-26 NP USSCX - 科技基金份额 6,551 0.00 321 -28.09
2025-08-13 13F 汇丰控股有限公司 14,345 1,012
2025-08-29 NP NIXT - 研究附属机构删除 ETF 3,714 47.85 259 108.06
2025-07-31 13F 财通国际资产管理有限公司 122 -90.98 9 -88.06
2025-05-15 13F 耆那全球有限公司 0 -100.00 0
2025-08-28 NP MMTM - SPDR S&P 1500 动量倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12 0.00 1
2025-08-14 13F 德肖公司 Call 0 -100.00 0
2025-06-30 NP CAFG - Pacer 美国小型现金牛成长领袖 ETF 864 -17.08 42 -40.00
2025-08-01 13F Envestnet资产管理公司 38,260 52.66 2,666 114.31
2025-08-14 13F 富国银行/百万 32,827 -7.51 2,288 29.80
2025-06-24 NP BBSC - 摩根大通 BetaBuilders 美国小盘股 ETF 11,539 11.50 565 -19.63
2025-03-25 NP AOBLX - 先锋平衡 ESG 基金:A 类 0 -100.00 0 -100.00
2025-08-15 13F 第一手资本管理公司 4,000 0.00 279 40.40
2025-07-29 NP VRTTX - Vanguard Russell 3000 指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,566 0.00 145 2.86
2025-08-14 13F 哥谭资产管理有限公司 13,631 177.17 950 288.93
2025-08-14 13F 韦克斯福德资本有限责任公司 730 51
2025-08-25 NP QWVOX - Clearwater 小公司基金 3,673 256
2025-08-08 13F 荷兰银行投资解决方案 17,390 -0.38 1,212 39.68
2025-06-23 NP IYY - iShares 道琼斯美国 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,384 1.76 68 -27.17
2025-07-11 13F/A Umb Bank 北美/月 262 18
2025-08-13 13F Edgestream 合伙人有限合伙人 15,396 1,073
2025-08-14 13F 桥前资本有限责任公司 0 -100.00 0
2025-05-15 13F PharVision 顾问有限责任公司 0 -100.00 0
2025-07-28 NP URTY - ProShares UltraPro Russell2000 2,384 -28.41 134 -26.37
2025-07-28 NP AVSU - Avantis 责任美国股票 ETF 1,041 12.91 59 16.00
2025-07-24 13F 罗纳德·布鲁信托公司 20 -16.67 1 0.00
2025-08-27 NP JNL 系列信托 - JNL 小盘股指数基金 (I) 55,503 -2.34 3,868 37.07
2025-08-11 13F 经验金融有限责任公司 3,300 230
2025-07-14 13F 农商投资公司 23 0.00 2 0.00
2025-08-18 NP 太平洋精选基金 - PD 小盘成长指数投资组合 P 类 85 -95.07 6 -94.12
2025-06-27 NP POAGX - PRIMECAP 奥德赛激进增长基金 778,366 -8.73 38,124 -34.26
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 16,862 41.06 950 45.26
2025-07-24 NP ONEQ - 富达纳斯达克综合指数跟踪股票 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7,915 0.38 446 3.01
2025-08-12 13F 少尉峰顾问公司 9,966 -25.44 695 4.68
2025-08-28 NP BUYO - KraneShares Man Buyout Beta 指数 ETF 341 -47.21 24 -28.12
2025-08-07 13F 英杰华公司 7,530 -26.10 525 3.56
2025-08-27 NP RYDEX 可变信托 - Russell 2000(R) 1.5x 策略基金可变年金 9 0.00 1
2025-08-12 13F 美国世纪公司 1,659,463 45.50 115,648 104.15
2025-06-27 NP PMACX - 胜利先锋多元资产收益基金C类 33,978 1,664
2025-07-15 13F 昆山市金茂资产管理有限公司 60,416 4,222
2025-08-27 NP RYSIX - 电子基金投资者类别 5,414 1.39 377 42.26
2025-08-15 NP PSC - 主要美国小盘多因素指数 ETF 46,350 46.14 3,230 105.08
2025-07-22 NP GSBDX - 高盛小盘成长基金 A 类股票 54,025 105.27 3,044 111.03
2025-07-29 NP PGSYX - 胜利先锋全球股票基金Y类 69,641 -2.07 3,924 0.69
2025-06-26 NP DFAC - 维度美国核心股票 2 ETF 32,134 -11.21 1,574 -36.06
2025-08-19 NP RIFBX - 美国小型股票基金 1,094 0.00 76 40.74
2025-08-08 13F SG美洲证券有限责任公司 1,661 -80.24 0
2025-08-12 13F 杰富瑞金融集团公司 18,089 1,261
2025-08-06 13F 安德拉·AP-丰登 17,990 -10.01 1,254 26.31
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 81,080 3.24 3,971 -25.64
2025-07-23 13F 壳牌资产管理公司 2,648 -19.46 0
2025-07-28 NP UWM - ProShares Ultra Russell2000 3,250 -18.73 183 -16.44
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 51,640 2,529
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 154,799 -1.25 8,721 1.54
2025-05-15 13F 乐天投资管理公司 0 -100.00 0 -100.00
2025-08-14 13F 沃亚投资管理有限公司 23,176 -15.37 1,615 18.75
2025-06-23 NP SLPIX - 小盘股深度投资者类别 32 -11.11 2 -50.00
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 指数投资组合 A 类 11,682 0.00 814 40.34
2025-07-30 NP SMCIX - 标准普尔小型股指数基金直接股票 1,227 -9.18 69 -6.76
2025-08-15 13F/A 乐天证券公司 141 -25.79 10 0.00
2025-05-30 NP ETNEX - Eventide Exponential Technologies 基金 N 类股票 0 -100.00 0 -100.00
2025-08-14 13F 道富银行 1,248,708 0.04 87,022 40.36
2025-08-26 NP WASMX - Walden SMID 上限基金 35,275 6.93 2,458 50.06
2025-05-13 13F 加州公务员退休制度 0 -100.00 0 -100.00
2025-08-08 13F 新泽西州警察和消防员退休系统 7,465 7.58 520 51.16
2025-08-13 13F 象限资本集团有限公司 0 -100.00 0
2025-05-22 NP FSGS - 小型股美国股票精选 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,283 56.60 213 10.99
2025-08-11 13F 贝尔投资顾问公司 22 -73.81 2 -75.00
2025-08-14 13F 维登咨询有限责任公司 16,746 -11.66 1,167 24.02
2025-06-26 NP CRSSX - 天主教责任投资小盘基金机构股 13,045 -5.33 639 -31.91
2025-08-14 13F 威斯康星州投资委员会 90,573 15.43 6,312 61.97
2025-05-27 NP BUFSX - 布法罗小型基金投资者类别 0 -100.00 0 -100.00
2025-04-29 NP JSTC - Adasina 社会正义全盘全球 ETF 0 -100.00 0 -100.00
2025-05-27 NP MFS 可变保险信托 III - MFS 混合研究小型股票投资组合初始类别 0 -100.00 0 -100.00
2025-05-22 NP GARIX - Gotham 绝对回报基金机构级 0 -100.00 0 -100.00
2025-08-20 NP QSMLX - AQR 小盘多风格基金 I 类 608 -73.30 42 -62.83
2025-05-15 13F 埃德蒙德罗斯柴尔德控股公司 0 -100.00 0
2025-07-11 13F 远远财务顾问有限责任公司 197 -41.37 14 -18.75
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 16,049 -4.57 1,118 33.89
2025-05-14 13F 奥斯曼资本公司 0 -100.00 0 -100.00
2025-03-31 NP 税务管理小型股投资组合 - 税务管理小型股投资组合 0 -100.00 0 -100.00
2025-07-11 13F 阿塞纳贡资产管理公司 0 -100.00 0 -100.00
2025-05-27 NP MFS 可变保险信托 III - MFS 新发现价值投资组合初始类别 0 -100.00 0 -100.00
2025-04-25 13F 迪努佐私人财富有限公司 0 -100.00 0
2025-03-31 NP YOVAX - YORKTOWN 小型股基金 A 类 0 -100.00 0 -100.00
2025-07-29 NP VIOG - Vanguard S&P Small-Cap 600 Growth Index Fund ETF 股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 23,091 -7.04 1,301 -4.41
2025-06-24 NP QASCX - 联邦 MDT 小盘股核心基金 A 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 127,375 58.62 6,239 14.25
2025-07-30 13F 内华达州惠蒂尔信托公司 15 0.00 1
2025-06-26 NP DFUV - 维度美国市场价值 ETF 4,555 0.00 223 -27.83
2025-07-22 NP DSMFX - 目的地中小型股票基金 I 类 866 0.00 49 2.13
2025-07-25 13F CWM有限公司 3,520 112.43 0
2025-08-28 NP DTSVX - 小型公司价值投资组合投资类别 150 -37.50 10 -37.50
2025-07-25 13F 正义投资有限责任公司 9,036 70.94 630 140.08
2025-08-12 13F 贝莱德公司 5,021,946 -5.93 349,979 31.99
2025-08-29 NP QSML - WisdomTree 美国小型股优质增长基金 371 32.03 26 92.31
2025-08-22 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 26,509 524.33 1,847 779.52
2025-07-17 13F 灯塔资本管理有限责任公司 708 0.00 49 40.00
2025-08-11 13F 罗伊斯联合有限责任公司 265,038 -5.67 18,470 32.34
2025-08-12 13F 顾问资产管理公司 1,825 -7.31 127 30.93
2025-08-29 NP JASCX - 詹姆斯小型股基金 3,952 0.00 275 40.31
2025-06-26 NP HTECX - 轩尼诗科技基金投资者类别 2,067 11.73 101 -19.20
2025-08-13 13F 跳跃金融有限责任公司 0 -100.00 0
2025-08-08 13F M&G 有限公司 0 -100.00 0
2025-08-12 13F 巴罗·汉利·莫威尼与施特劳斯有限公司 44 3
2025-06-26 NP TRDFX - Steward 中小盘增强指数基金 A 类 1,637 0.00 80 -27.93
2025-08-14 13F 伍德莱合伙公司 4,159 290
2025-05-12 13F 艾根投资管理有限公司 0 -100.00 0
2025-08-27 NP RYDEX 可变信托 - 电子基金可变年金 749 -57.80 52 -40.91
2025-07-10 13F 财富增值咨询服务有限公司 4,604 336
2025-08-27 NP VISVX - 先锋小型股价值指数基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 251,147 17,502
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 2,339 0.00 163 40.52
2025-08-27 NP BBGSX - Bridge Builder 中小型股成长基金 538 -91.50 37 -88.22
2025-05-12 13F 创始者有限公司 0 -100.00 0
2025-08-06 13F 真实财富设计有限责任公司 25 66.67 2
2025-08-13 13F Arrowpoint 投资伙伴(新加坡)私人有限公司 0 -100.00 0
2025-08-19 NP GARTX - 高盛绝对回报跟踪基金 A 类 187 -25.79 13 8.33
2025-08-27 NP 安联可变保险产品信托 - AZL 小盘股指数基金 2 级 10,567 0.94 736 41.81
2025-04-01 13F/A 泰隆私人财富有限责任公司 0 -100.00 0 -100.00
2025-08-14 13F 全新世顾问有限合伙人 35,798 -62.97 2,495 -48.06
2025-08-19 13F 开普投资咨询公司 35 0.00 2 100.00
2025-07-28 NP SAA - ProShares Ultra SmallCap600 565 -15.80 32 -13.89
2025-06-27 NP RSSL - Global X Russell 2000 ETF 19,765 6.45 968 -23.30
2025-06-24 NP QAACX - Federated MDT All Cap 核心基金 A 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 0 -100.00 0 -100.00
2025-05-14 13F 第一集团贸易有限公司 0 -100.00 0 -100.00
2025-08-13 13F 景顺有限公司 139,796 1.12 9,742 41.89
2025-07-22 13F IMC-芝加哥有限责任公司 Call 33,800 28.52 2,356 80.32
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - 美国 Social Core Equity 2 投资组合股票 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,425 0.00 266 -27.99
2025-08-27 NP RYRRX - 罗素 2000 基金 A 类 76 -1.30 5 66.67
2025-08-22 NP FECGX - 富达小盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,642 -91.95 114 -88.75
2025-07-17 13F 珍尼·蒙哥马利·斯科特有限责任公司 38,923 103.75 3
2025-08-08 13F 宾夕法尼亚州公立学校就业重新注册系统 8,249 6.04 575 48.70
2025-05-15 13F Fieldview 资本管理有限公司 0 -100.00 0
2025-06-27 NP EBIT - Harbor AlphaEdge 小型股收益者 ETF 191 11.05 9 -18.18
2025-08-05 13F 第四维度财富有限责任公司 92 0.00 6 50.00
2025-08-27 NP VTMSX - 先锋税务管理小型基金海军上将股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 222,207 -3.75 15,486 35.04
2025-08-26 NP EQ ADVISORS TRUST - 多经理人技术投资组合 IB 类 931 -3.92 65 33.33
2025-07-23 NP IMANX - 伊曼基金 K 级 1,700 0.00 96 -24.60
2025-08-12 13F MAI资本管理 38 3
2025-08-27 NP SEASONS SERIES TRUST - SA 多管理小型股投资组合 1 级 1,322 1.46 92 43.75
2025-07-15 13F 北极星投资管理公司 7,392 0.00 515 40.33
2025-04-22 13F 卡斯尔维尤合伙人有限公司 0 -100.00 0
2025-08-28 NP STMSX - Simt 税务管理中小盘基金 F 级 9,058 0.00 631 40.53
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 18,180 -58.74 890 -62.90
2025-08-12 13F 科尔德斯特里姆资本管理公司 0 -100.00 0
2025-07-24 13F 石桥金融集团有限公司 0 -100.00 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 管理波动性投资组合 IB 级 37,492 -1.08 2,613 38.79
2025-07-29 NP VITAX - 先锋信息技术指数基金 Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 759,903 2.43 42,813 5.33
2025-07-22 NP GSSC - 高盛 ActiveBeta(R) 美国小盘股 ETF 5,506 -12.66 310 -10.14
2025-07-22 13F IMC-芝加哥有限责任公司 Put 20,800 -25.98 1,450 3.87
2025-07-29 NP SMXAX - SIIT 扩展市场指数基金 - A 类 5,250 0.00 296 2.79
2025-06-26 NP DFSU - 维度美国可持续发展核心 1 ETF 1,599 527.06 78 271.43
2025-08-14 13F 阿尔格特全球有限公司 17,100 13.17 1
2025-08-26 NP 北方基金 - 北方小盘核心基金 K 类 8,002 -5.54 558 32.62
2025-08-14 13F 魁北克加丁储蓄银行联合会 5,402 0.19 376 40.82
2025-08-08 13F 美国信安金融集团 205,677 6.00 14,334 48.73
2025-08-18 NP 太平洋精选基金 - 小盘股票投资组合 I 类 2,289 227.94 160 467.86
2025-08-14 13F 星云研究与开发有限责任公司 16,839 -14.81 1,174 19.57
2025-08-15 13F 卡克斯顿联合律师事务所 0 -100.00 0
2025-08-26 NP PENN SERIES FUNDS INC - 小盘股指数基金 999 0.00 70 40.82
2025-05-27 NP 高盛可变保险信托 - 高盛小型股股票洞察基金机构 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 640 285.54 31 181.82
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 9,810 2.49 480 -26.15
2025-08-12 13F 公共部门养老金投资委员会 109,575 6.31 7,636 49.17
2025-05-28 NP VSTCX - 先锋战略小型股票基金投资者股票 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 24,055 -47.35 1,195 -81.62
2025-08-14 13F 舍恩菲尔德战略顾问有限责任公司 19,887 -19.23 1,386 13.34
2025-07-10 13F 交易所交易概念有限公司 3,666 -18.08 255 14.86
2025-07-25 NP RPMAX - Reinhart Genesis PMV 基金投资者类别 323,845 2.53 18,245 5.43
2025-03-17 13F/A NorthCrest 资产管理有限责任公司 0 -100.00 0
2025-08-12 13F 德意志银行\ 22,545 -14.48 1,571 20.02
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 70,004 30.06 3,944 33.79
2025-06-17 NP GSEQX - 高盛多经理全球股票基金 R6 类股票 2,744 10.07 134 -20.71
2025-06-17 NP MMSMX - 多管理人美国小型股票基金 P 类股票 12,382 16.56 606 -16.07
2025-05-02 13F 科尼泽资本管理公司 /ks 0 -100.00 0 -100.00
2025-08-26 NP ALTEX - 第一手替代能源基金 4,000 0.00 279 40.40
2025-06-26 NP FLXSX - 富达 Flex 小盘股指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,336 18.92 310 -14.36
2025-06-26 NP DFAU - 维度美国核心股票市场 ETF 4,778 0.00 234 -27.78
2025-08-28 NP IJT - iShares S&P Small-Cap 600 Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 166,936 -4.19 11,634 34.42
2025-07-28 13F/A 彭布鲁克管理有限责任公司 16,895 -13.98 1,177 20.72
2025-08-14 13F 弗默尔有限公司 382,573 671.21 26,662 982.46
2025-08-08 13F 拉森金融集团有限责任公司 737 159.51 51 264.29
2025-08-13 13F 罗素投资集团有限公司 11,365 -4.62 792 34.01
2025-08-26 NP IJR - iShares 核心标普小盘股 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,918,627 -4.48 133,709 34.02
2025-08-12 13F 摩根大通公司 177,867 4.62 12,396 46.79
2025-08-14 13F 匡蒂诺资本管理有限公司 7,592 65.26 529 132.02
2025-08-12 13F 磁星金融有限责任公司 5,769 -53.87 402 -35.27
2025-08-26 NP IJS - iShares S&P 小型股 600 价值 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 125,534 -7.46 8,748 29.85
2025-06-23 NP UAPIX - 超小盘深度投资者类别 333 -29.89 16 -50.00
2025-08-12 13F 帕瑟顾问公司 106,522 -34.03 7,424 -7.44
2025-08-21 NP MXISX - Great-West S&P Small Cap 600 指数基金投资者类别 23,342 -5.98 1,627 31.87
2025-08-05 13F 蒙特利尔银行/can/ 5,864 -2.45 409 36.91
2025-08-26 NP NVSOX - 富国银行纪律小盘基金管理员班 4,564 24.97 318 75.69
2025-08-15 13F Kestra 投资管理有限责任公司 8 0.00 0
2025-08-28 NP IWM - iShares Russell 2000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 804,144 -7.84 56,041 29.30
2025-08-29 NP JAFVX - 战略股权配置信托系列资产净值 4,739 2.95 330 44.74
2025-07-25 13F 优素福资本管理有限公司 12,076 0.40 842 40.87
2025-06-20 NP JSMD - Janus Henderson 中小盘增长 Alpha ETF 26,602 12.33 1,303 -19.13
2025-08-27 NP JNL 系列信托 - JNL/DFA 美国小型股基金 (A) 5,426 -4.30 378 34.52
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 53,944 0.00 2,642 -27.97
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 3,566 930.64 175 656.52
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 11,504 -13.61 802 21.18
2025-07-28 13F 港口投资公司 30 0.00 2 100.00
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 12,946 -25.08 634 -4.80
2025-08-14 13F 波士顿私人财富有限公司 0 -100.00 0 -100.00
2025-08-01 13F 愿景金融市场有限责任公司 30 0.00 2 100.00
2025-08-26 NP PSGIX - 贝莱德优势小型股成长基金机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,832 -74.03 406 -63.59
2025-08-28 NP ASVIX - 小盘价值基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,020,000 20.00 71,084 68.37
2025-08-13 13F 大都会人寿投资管理有限公司 0 -100.00 0
2025-08-14 13F 未来资产全球ETFS控股有限公司 17,672 -8.89 1,232 27.83
2025-07-31 13F 最佳投资顾问 90 0.00 6 50.00
2025-08-14 13F 都铎投资公司等 Call 25,000 -22.60 1,742 8.60
2025-08-14 13F 长城汽车顾问有限责任公司 18 -35.71 1 0.00
2025-08-07 13F Parkside 金融银行与信托 1,105 48.52 77 113.89
2025-08-14 13F 都铎投资公司等 Put 20,900 -58.70 1,457 -42.06
2025-08-15 13F 塔尔研究资本有限责任公司(TRC) 4,145 86.88 289 161.82
2025-08-14 13F 阿默普莱斯金融公司 122,351 22.61 8,527 72.03
2025-08-13 13F 挪威银行 62,448 4,352
2025-08-12 13F 白松资本有限公司 6,900 0.00 481 40.35
2025-04-25 13F 理查森资本管理有限责任公司 0 -100.00 0 -100.00
2025-06-24 NP SWSCX - 嘉信小盘股票基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 0 -100.00 0 -100.00
2025-08-08 13F 哈特兰有限公司 242 1,761.54 17
2025-08-29 NP GAST - Gabelli 自动化 ETF 422 0.00 29 45.00
2025-08-26 NP FLQS - 富兰克林 LibertyQ 美国小盘股 ETF 2,231 11.44 155 56.57
2025-08-11 13F 基石规划集团有限责任公司 7 0.00 1
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 25,222 86.93 1,235 34.68
2025-08-26 NP EQ ADVISORS TRUST - ATM 小盘波动率管理投资组合 K 级 10,843 -3.59 756 35.30
2025-08-13 13F 加贝利基金有限责任公司 6,422 0.00 448 40.57
2025-07-31 13F/A 亚飞财富 42 200.00 0
2025-07-21 13F Ameriflex 集团公司 0 -100.00 0
2025-08-13 13F EverSource 财富顾问有限责任公司 451 145.11 31 244.44
2025-08-14 13F 高盛集团公司 591,177 -6.96 41,199 30.55
2025-08-20 NP 全国可变保险信托 - NVIT 小盘指数基金 II 类 6,056 5.01 422 47.55
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 987 -13.19 69 21.43
2025-08-13 13F Skandinaviska Enskilda Banken AB(出版) 2,637 -11.48 184 24.49
2025-08-04 13F 联合银行 9,190 -1.28 1
2025-08-06 13F 马克·谢普托夫财务规划有限公司 23 2
2025-06-26 NP DFSV - 维度美国小盘价值 ETF 23,436 1,148
2025-07-22 13F Gsa资本合伙公司 10,161 -45.98 1
2025-08-28 NP IWN - iShares Russell 2000 价值 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 264,120 786.46 18,407 1,403.76
2025-08-13 13F 斑眼贸易有限责任公司 Call 9,400 655
2025-07-10 13F 科扎克联合公司 107 8
2025-08-13 13F 斑眼贸易有限责任公司 Put 10,800 753
2025-07-28 13F 布里奇斯投资管理公司 29,775 15.44 2,075 61.98
2025-08-14 13F 柯罗尼集团有限责任公司 0 -100.00 0
2025-05-08 13F LGT 财务顾问有限责任公司 0 -100.00 0
2025-07-31 13F 奥本海默公司 6,256 -3.84 436 34.67
2025-04-28 13F 战略金融概念有限责任公司 0 -100.00 0 -100.00
2025-08-07 13F 阿卡迪亚资产管理有限公司 1,781 0
2025-08-07 13F 三菱UFJ国际资产管理有限公司 54,521 62.65 3,800 128.31
2025-08-04 13F 创意金融设计公司 /adv 25 0.00 2 0.00
2025-08-13 13F 地峡合伙人有限公司 34,168 8.05 2,381 51.66
2025-08-14 13F 萨斯奎哈纳基本投资有限公司 0 -100.00 0
2025-05-15 13F 新弗农资本控股 II 有限责任公司 0 -100.00 0
2025-08-12 13F 管家合伙人投资咨询有限公司 602 -16.39 42 17.14
2025-08-13 13F 亚利桑那州退休系统 9,392 0.79 655 41.56
2025-08-08 13F/A 斯特林资本管理有限公司 811 2,217.14 57 5,500.00
2025-07-16 13F 阿拉斯加州税务部 19,097 6.02 1
2025-07-28 13F 纽约州教师退休制度 16,267 0.00 1
2025-07-31 13F ARGA 投资管理有限合伙人 18,534 1,292
2025-08-28 NP VLU - SPDR S&P 1500 价值倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 704 264.77 49 444.44
2025-07-29 NP ESGV - 先锋ESG美国股票ETF ETF股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7,010 2.43 395 5.35
2025-08-14 13F 骏利亨德森集团有限公司 97,205 56.15 6,775 118.94
2025-08-26 NP SCRSX - 小型股核心投资组合 SCB 类别 34,220 42.05 2,385 99.33
2025-07-28 13F 波士顿信托华登公司 845,911 2.37 58,952 43.63
2025-08-14 13F 雷蒙德詹姆斯金融公司 16,746 -16.15 1,167 17.76
2025-08-26 NP Profunds - Profunds 半导体副总裁 121 -45.98 8 -27.27
2025-07-29 13F 私人信托公司 43 0.00 3 0.00
2025-08-13 13F 基尔特集团有限公司 42 3
2025-05-05 13F 蓝钟私人财富管理有限公司 0 -100.00 0
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 29,388 99.62 1,439 43.76
2025-05-14 13F 景观资本管理有限公司 0 -100.00 0
2025-08-14 13F Smartleaf资产管理有限责任公司 807 -2.18 56 36.59
2025-03-26 NP DVRAX - MFS 全球另类策略基金 A 172 0.00 12 -21.43
2025-08-14 13F 维维恩基金管理有限责任公司 50,227 43.44 3,500 101.27
2025-08-05 13F GPS 财富策略集团有限责任公司 50 0.00 3 50.00
2025-08-14 13F 双山资本有限责任公司 0 -100.00 0
2025-08-18 13F 金刚狼贸易有限公司 Call 0 -100.00 0 -100.00
2025-07-31 13F 奎斯特合作伙伴有限责任公司 0 -100.00 0
2025-08-14 13F 索维罗资产管理有限合伙人 48,000 3,345
2025-08-18 13F 金刚狼贸易有限公司 Put 0 -100.00 0 -100.00
2025-08-26 NP IPSIX - Voya 指数加上小型股投资组合 I 类 14,376 -23.04 1,002 7.98
2025-08-26 13F/A 路德教会的 Thrivent 金融 23,626 -13.69 2 0.00
2025-05-29 NP CSA - VictoryShares 美国小盘股波动性 Wtd ETF 622 50.97 31 7.14
2025-08-27 NP RYRUX - Russell 2000 2x 策略基金 A 级股票 164 -0.61 11 37.50
2025-08-13 13F 古根海姆资本有限公司 8,666 -0.76 604 39.26
2025-08-26 NP IRSIX - Voya Russell™ 小盘股指数投资组合 ADV 级 6,551 0.00 457 40.31
2025-06-26 NP TISBX - TIAA-CREF 小型股混合指数基金机构类别 40,948 -4.39 2,006 -31.15
2025-08-13 13F 资本基金管理公司 Call 31,900 -3.33 2,223 35.63
2025-08-29 NP JAEWX - 小盘股指数信托资产净值 6,122 -1.21 427 38.76
2025-05-15 13F 舍布鲁克公园顾问有限公司 0 -100.00 0
2025-08-13 13F 资本基金管理公司 Put 33,600 24.91 2,342 75.22
2025-06-30 NP VT - Vanguard Total World Stock Index Fund ETF 股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 21,474 11.83 1,052 -19.46
2025-08-08 13F SBI 证券股份有限公司 170 39.34 12 83.33
2025-08-14 13F 瑞银集团 198,017 -27.24 13,800 2.09
2025-08-14 13F 制造商人寿保险公司 16,736 -6.11 1,166 31.75
2025-07-28 NP AVSBX - Avantis 美国小型股股票基金 G 类 940 0.00 53 1.96
2025-05-15 13F Summit Partners 公共资产管理有限公司 Call 0 -100.00 0
2025-08-13 13F 北方信托公司 441,658 9.88 30,779 54.18
2025-08-13 13F 佛罗里达州退休系统国家管理局 7,100 0.00 495 40.34
2025-07-25 13F 俄勒冈州公务员退休基金 7,360 -1.34 513 38.38
2025-08-08 13F 等投资顾问公司 3,995 -27.24 278 2.21
2025-05-15 13F 埃文泰德资产管理有限公司 0 -100.00 0
2025-08-14 13F 范式资本管理公司/纽约 88,100 -51.62 6,140 -32.12
2025-08-14 13F 简街集团有限责任公司 Call 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 10,767 -10.03 750 26.26
2025-06-26 NP ISCV - iShares Morningstar 小盘价值 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,373 7.72 116 -22.15
2025-08-14 13F 沃洛里奇投资管理有限公司 311,838 -35.21 21,732 -9.10
2025-07-28 NP 景顺交易所交易基金信托 II - 景顺标准普尔小型股 600 GARP ETF 537 0.00 30 3.45
2025-08-27 NP RYMKX - 罗素 2000 1.5 倍策略基金 H 级 45 0.00 3 50.00
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 小型股指数投资组合 - I 类 3,300 0.00 230 40.49
2025-08-14 13F 汉考克·惠特尼公司 0 -100.00 0
2025-08-26 NP 纽约梅隆银行投资组合 - 小盘股指数投资组合 - 服务股票 12,529 -6.20 873 31.67
2025-08-14 13F 水产资本管理有限责任公司 34,572 72.98 2,409 142.84
2025-08-14 13F ISAM 基金(英国)有限公司 11,369 41.09 792 98.00
2025-08-14 13F/A 瑞士宝盛银行,苏黎世 6,282 3.24 438 28.15
2025-08-14 13F 塞伊投资公司 10,411 -93.42 726 -90.77
2025-07-29 NP VIOO - Vanguard S&P Small-Cap 600 指数基金 ETF 股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 109,742 -1.69 6,183 1.08
2025-08-11 13F Aptus 资本顾问有限公司 0 -100.00 0
2025-08-26 NP IWV - iShares Russell 3000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8,756 -0.79 610 39.27
2025-06-26 NP DXUV-美国维度矢量股票 ETF 1,184 3,100.00 58 2,750.00
2025-08-12 13F SRS 资本顾问公司 73 386.67 5
2025-08-26 NP NSIDX - 北方小盘股指数基金 14,925 -0.13 1,040 40.16
2025-05-06 13F 四树岛咨询有限公司 0 -100.00 0
2025-06-23 NP PSSMX - 小型股标准普尔 600 指数基金 R-3 31,573 -5.22 1,546 -31.74
2025-08-07 13F 休斯金融服务有限责任公司 0 -100.00 0
2025-03-28 NP FESRX - 首支 Eagle 小盘股机会基金 R6 级 57,957 3,941
2025-07-15 13F 马塞科律师事务所 97 7
2025-08-13 13F 华尔街眼资本有限责任公司 0 -100.00 0 -100.00
2025-08-14 13F Qube研究与技术有限公司 12,268 -33.64 855 -6.97
2025-08-14 13F 萨斯奎哈纳投资组合策略有限责任公司 67,866 4,730
2025-05-28 13F 俄亥俄州 0 -100.00 0 -100.00
2025-07-28 NP TINY - ProShares 纳米技术 ETF 3,338 11.79 188 15.34
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
2025-07-21 13F 美洲咨询服务有限责任公司 40 3
2025-07-25 13F LRI 投资有限责任公司 2,585 683.33 180 1,025.00
2025-04-25 13F 新浪潮财富顾问有限公司 0 -100.00 0
2025-07-25 NP AFSM - First Trust Active Factor 小盘股 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,390 0.22 78 4.00
2025-08-25 NP 美国互助投资公司 - 小盘股票指数基金类别 4,161 -12.10 290 22.98
2025-08-07 13F 伊利诺伊州市政退休基金 14,476 -3.64 1,009 35.12
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent 小盘股指数投资组合 A 类 23,626 -1.05 1,646 38.90
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 24,533 2.94 1,710 44.46
2025-05-30 NP STXK-Strive 小型股 ETF 0 -100.00 0 -100.00
2025-05-14 13F 资本基金管理公司 0 -100.00 0 -100.00
2025-06-30 NP VEXPX - VANGUARD EXPLORER 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 37,567 -40.67 1,840 -57.26
2025-06-26 NP DFUS - 维度美国股票 ETF 6,407 0.00 314 -28.05
2025-08-15 13F 大西人寿保险公司 /can/ 35,550 -4.01 2 100.00
2025-07-22 13F 净值顾问小组 3,874 270
2025-08-14 13F 元盛资本集团有限公司 54,317 -46.41 3,785 -24.81
2025-05-12 13F 康纳克拉克伦投资管理有限公司 0 -100.00 0 -100.00
2025-08-28 NP TPSC - Timothy Plan 美国小盘股核心 ETF 5,931 138.67 413 235.77
2025-08-26 NP IASAX - VY(R) 美国世纪中小型股价值投资组合 ADV 级 17,564 22.25 1,224 71.67
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 1,725 8.29 120 51.90
2025-08-26 NP NOSGX - 北方小盘价值基金 57,459 4,004
2025-05-29 NP CSF - VictoryShares US Discovery 增强波动性 Wtd ETF 791 71.58 39 21.88
2025-08-07 13F 苏黎世州银行 (Zurcher Kantonalbank) 10,544 0.45 735 40.88
2025-08-12 13F 动态技术实验室私人有限公司 5,610 -52.82 391 -33.73
2025-07-09 13F 港湾资本顾问公司 135,583 -3.56 9 50.00
2025-08-11 13F HighTower 顾问有限责任公司 3,367 235
2025-06-23 NP SVPIX - 小盘价值深度投资者类别 49 -12.50 2 -33.33
2025-08-04 13F 汉兹金融服务公司 208 3,366.67 0
2025-08-11 13F 新时代阿尔法顾问有限责任公司 955 -2.65 67 37.50
2025-08-14 13F 加拿大养老金计划投资委员会 15,600 1,087
2025-07-28 NP 美元 - ProShares Ultra 半导体 3,743 -11.41 211 -9.09
2025-08-26 NP EQ ADVISORS TRUST - EQ/摩根士丹利小型股成长投资组合 IB 级 405 -91.89 28 -88.66
2025-08-25 NP MMYAX - MassMutual 选择小型公司价值基金 A 类 2,948 -2.83 205 36.67
2025-05-12 13F Qsemble 资本管理有限合伙人 0 -100.00 0
2025-08-29 NP MMSCX - Praxis 小盘股指数基金 A 类 4,880 0.00 340 40.50
2025-06-30 NP CALF - Pacer 美国小型现金牛 100 ETF 138,127 -81.23 6,765 -86.48
2025-08-14 13F Aqr资本管理有限公司 43,303 21.24 3,018 70.07
2025-08-29 NP JADMX - 小盘机会信托资产净值 200 0.00 14 44.44
2025-08-13 13F 文艺复兴科技有限公司 10,899 -87.82 760 -82.92
2025-06-18 NP 全国共同基金 - 全国基本全盘股票投资组合 R6 级 1,171 0.00 57 -27.85
2025-08-12 13F 熵技术有限公司 0 -100.00 0
2025-08-22 NP PFSLX - 范式精选基金 24,000 -50.00 1,673 -29.87
2025-08-28 NP IWO - iShares Russell 2000 Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 22,411 -92.30 1,562 -89.20
2025-07-15 13F 俄亥俄州公共雇员退休制度 403 21.02 28 75.00
2025-07-09 13F 万通信托公司 Fsb/adv 481 50.31 34 120.00
2025-08-28 NP SSTIX - 道富总回报 VIS 基金 1 类股票 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 878 25.43 61 79.41
2025-07-29 NP NKMCX - 北广场肯尼迪微型资本基金 I 类 1,980 81.32 112 88.14
2025-08-12 13F/A 波士顿合作伙伴 474,043 42.34 33,616 106.06
2025-06-25 NP DISSX - 纽约梅隆银行小型股票指数基金投资者股票 21,942 -13.01 1,075 -37.38
2025-08-29 NP OPTZ-优化策略指数ETF 32,021 -0.71 2,232 39.35
2025-07-17 13F 健全收入策略有限责任公司 0 -100.00 0
2025-07-08 13F 并行顾问有限责任公司 545 128.99 38 236.36
2025-05-15 13F 金刚狼贸易有限公司 0 -100.00 0 -100.00
2025-07-29 13F 埃弗伦斯资本管理公司 4,880 0.00 0
2025-08-05 13F 新方资本有限责任公司 15 0.00 1
2025-08-29 NP SA 基金投资信托 - SA 美国小型公司基金 3,412 0.00 238 40.24
2025-07-28 NP PSCT - Invesco S&P SmallCap 信息技术 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 51,919 -9.30 2,925 -6.73
2025-05-14 13F 凯特琳约翰有限责任公司 0 -100.00 0
2025-08-12 13F 恒线顾问公司 94,758 -1.95 6,604 37.56
2025-08-26 NP Profunds - Profund 小盘股价值副总裁 288 -1.03 20 42.86
2025-08-27 NP VTSMX - 先锋总股票市场指数基金投资者份额 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,047,834 1.94 73,024 43.02
2025-08-27 NP JNL 系列信托 - JNL/RAFI 基本美国小型股基金 (A) 1,825 91.70 127 170.21
2025-08-06 13F 穆尔斯与卡博特公司 7,630 -2.55 532 36.86
2025-08-05 13F 韦克菲尔德资产管理有限责任公司 18,067 1,259
2025-06-25 NP ISCB - iShares 晨星小型股 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,622 6.85 79 -23.30
2025-08-25 NP DSMC - 馏分油中小型现金流 ETF 9,346 -5.74 651 32.32
2025-05-15 13F 立体派系统策略有限责任公司 Call 0 -100.00 0
2025-08-08 13F 英泰投资管理有限公司 17,116 0.00 1,193 40.24
2025-08-11 13F 海克斯康资本合伙人有限责任公司 0 -100.00 0
2025-07-25 13F 斯蒂芬斯咨询有限公司 0 -100.00 0
2025-08-22 NP KVALX - 肯尼迪资本小型股价值基金机构类别股票 2,078 33.46 145 87.01
2025-05-28 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 814 40
2025-08-27 NP Brighthouse Funds Trust II - T.Rowe Price 小盘成长投资组合 A 类 52,717 0.00 3,674 40.30
2025-05-15 13F CSS 有限公司/il 0 -100.00 0
2025-08-29 NP JAFEX - 总股票市场指数信托资产净值 535 1.71 37 42.31
2025-08-12 13F 德国商业银行 8,100 -20.59 1
2025-08-07 13F 虎钳技术公司 2,870 200
2025-05-15 13F 财富管理资本管理有限公司 0 -100.00 0
2025-06-23 NP PPNMX - 小型股成长基金 I R-3 3,263 -4.09 160 -31.17
2025-07-23 NP WSCVX - 北极星小盘价值基金投资者类别 7,392 0.00 416 2.72
2025-07-29 13F 弗吉尼亚退休系统等 16,938 0.59 1,180 41.15
2025-07-28 NP RWJ - Invesco S&P SmallCap 600 收入 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 18,494 -7.28 1,042 -4.67
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 325,380 1.14 15,937 -27.15
2025-07-10 13F 全球金融私人客户有限责任公司 0 -100.00 0
2025-07-21 13F 轩尼诗顾问公司 2,067 144
2025-06-27 NP RHJSX - Rice Hall James Micro Cap 投资组合机构类别股票 1,280 0.00 63 -28.74
2025-08-13 13F 优化财务公司 32,021 -0.71 2,232 39.35
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 1,807 0.00 102 2.02
2025-04-14 13F 托特金融咨询公司 0 -100.00 0
2025-08-28 NP SPTM - SPDR(R) 投资组合总股票市场 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,114 1.83 426 42.95
2025-07-29 NP BPSIX - Boston Partners 小盘价值基金 II 机构 50,481 31.82 2,844 35.56
2025-08-29 NP EES - WisdomTree 美国小型股基金 不适用 24,124 -1.16 1,681 38.70
2025-08-14 13F 普莱斯 T Rowe Associates Inc /md/ 529,143 0.52 37 38.46
2025-08-27 NP VBINX - 先锋平衡指数基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 19,984 0.00 1,393 40.32
2025-08-07 13F 肯塔基州教师退休制度 10,699 0.00 1
2025-05-15 13F 马歇尔·韦斯律师事务所 0 -100.00 0
2025-08-29 NP 加贝利股息和收入信托 2,000 0.00 139 40.40
2025-08-11 13F 赖斯霍尔詹姆斯联合有限公司 31,728 -3.51 2,211 35.39
2025-07-29 13F 私人财富管理集团有限责任公司 71 5
2025-07-24 13F IFP 顾问公司 19 -63.46 9 300.00
2025-08-14 13F 麦克拉斯和埃克有限责任公司 32 0.00 2 100.00
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 19,189 -1.87 1,081 0.93
2025-07-07 13F Versant 资本管理公司 1,019 74.49 71 144.83
2025-07-31 13F 林登托马斯咨询服务有限责任公司 4,127 288
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT 小盘价值投资组合 IB 级 4,806 1,383.33 335 2,469.23
2025-07-28 NP ITWO - ProShares Russell 2000 高收益 ETF 552 -2.99 31 0.00
2025-07-22 13F IMC-芝加哥有限责任公司 0 -100.00 0 -100.00
2025-07-29 13F 美国互助资本管理有限公司 4,127 -12.82 288 22.13
2025-08-06 13F 福克斯运行管理有限公司 27,543 1,919
2025-08-26 NP GSCYX - 机构小型股股票基金 27,031 23.99 1,884 74.03
2025-07-31 13F CVA 家族办公室有限责任公司 0 -100.00 0
2025-08-13 13F 纽约州共同退休基金 10,150 0.00 1
2025-07-31 13F 尼萨投资顾问有限公司 3,002 277.14 209 435.90
2025-08-01 13F 瑞穗市场开曼有限合伙人 42,420 2,956
2025-08-13 13F 格兰瑟姆·梅奥·范·奥特卢有限公司 442,065 -23.70 30,808 7.05
2025-07-24 NP BDSIX - 贝莱德优势小型核心基金机构股 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 63,314 -41.79 3,567 -40.13
2025-08-14 13F 阳光地带证券公司 100 0.00 7 50.00
2025-08-27 NP RYTIX - 科技基金投资者类别 1,160 25.81 81 77.78
2025-08-14 13F 格雷厄姆资本管理有限合伙人 0 -100.00 0
Other Listings
MX:ACLS
DE:XXA1 €69.00
IT:1ACLS €68.08
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista