机构投资人持股和股东
AeroVironment, Inc. (US:AVAV) 有 839 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 35,699,540 股股票。 最大股东包括 BlackRock, Inc., Vanguard Group Inc, Baillie Gifford & Co, State Street Corp, IJR - iShares Core S&P Small-Cap ETF, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, NAESX - Vanguard Small-Cap Index Fund Investor Shares, American Capital Management Inc, IWM - iShares Russell 2000 ETF, and Geode Capital Management, Llc .
AeroVironment, Inc. (NasdaqGS:AVAV)机构投资人持股结构显示了机构和基金在公司中的当前头寸，以及头寸规模的最新变化。主要股东可以包括个人投资者、共同基金、对冲基金或机构。附表13D表明投资者持有（或之前持有）公司5%以上的股份，并打算（或打算）积极寻求改变业务战略。附表13G表示消极投资超过5%。
The share price as of September 8, 2025 is 236.63 / share. Previously, on September 9, 2024, the share price was 180.92 / share. This represents an increase of 30.79% 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。
更新频率：每日
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。
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。
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13F和NPORT备案
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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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 767 | 28.05 | 219 | 207.04 | ||||
| 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 | 239,526 | -1.39 | 68,253 | 135.75 | ||||
| 2025-05-16 | NP | 全国可变保险信托 - NVIT GS 小盘股票洞察基金 Y 级 | 190 | -56.52 | 23 | -67.16 | ||||
| 2025-08-22 | NP | DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 小盘股指数 VIP A 级 | 4,328 | 2.05 | 1,233 | 144.16 | ||||
| 2025-08-27 | NP | BBTSX - Bridge Builder 税务管理中小型股基金 | 1,810 | 0.00 | 516 | 139.53 | ||||
| 2025-08-28 | NP | GMSMX - GuideMark(R) 中小盘核心基金服务股票 | 173 | 0.00 | 49 | 145.00 | ||||
| 2025-08-14 | 13F | 西永资本有限公司 | 1,391 | 396 | ||||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 462 | 8.45 | 132 | 162.00 | ||||
| 2025-07-11 | 13F | Westfuller 顾问有限公司 | 1,000 | 285 | ||||||
| 2025-08-04 | 13F | 资产标记公司 | 64 | -25.58 | 18 | 80.00 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 小盘股票投资组合 I 类 | 25,313 | 1.40 | 7,213 | 142.42 | ||||
| 2025-06-26 | NP | TOCQX - 托克维尔基金 | 30,000 | 0.00 | 4,546 | -15.90 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 30,500 | 40.55 | 8,691 | 236.04 | |||
| 2025-05-27 | NP | MFADX - Cromwell Marketfield L/S 基金投资者类别 | Short | -1,380 | -164 | |||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 46,400 | 205.26 | 13,222 | 630.04 | |||
| 2025-08-14 | 13F | 旧使命资本有限公司 | 1,496 | 426 | ||||||
| 2025-07-28 | 13F | 双树管理有限公司 | 2,445 | 697 | ||||||
| 2025-08-14 | 13F | 塞伊投资公司 | 13,042 | 20.52 | 3,716 | 188.29 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 35 | 0.00 | 10 | 125.00 | ||||
| 2025-08-14 | 13F | 哈德逊湾资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Vanguard 美国股市指数基金 (I) | 2,222 | -17.92 | 633 | 96.58 | ||||
| 2025-07-28 | 13F | 道明资产管理公司 | 6,736 | 1,919 | ||||||
| 2025-08-14 | 13F | 采石场LP | 11 | 3 | ||||||
| 2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 4,172 | 2.91 | 1,189 | 145.96 | ||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 2,008 | -89.17 | 572 | -74.11 | ||||
| 2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 1,497 | 43.12 | 227 | 20.21 | ||||
| 2025-07-14 | 13F | 富达财富管理 | 10 | 0.00 | 3 | 100.00 | ||||
| 2025-08-28 | NP | SPWIX - Simt 小盘成长基金 I 类 | 2,325 | -56.22 | 663 | -31.54 | ||||
| 2025-07-30 | 13F | 克林根斯坦菲尔兹有限公司 | 1,000 | -50.00 | 285 | 19.33 | ||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 280 | 55.56 | 80 | 276.19 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 711 | 1.43 | 203 | 88.79 | ||||
| 2025-08-14 | 13F | 弗雷德·阿尔杰管理有限公司 | 13,167 | 3,266 | ||||||
| 2025-08-11 | 13F | 先锋集团公司 | 3,478,114 | 14.25 | 991,089 | 173.14 | ||||
| 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 | 17,441 | 19.42 | 4,970 | 185.57 | ||||
| 2025-07-30 | 13F | 方舟投资管理有限公司 | 310,760 | 10.46 | 88,551 | 164.09 | ||||
| 2025-07-25 | 13F | 资产规划有限公司 | 22 | 0.00 | 6 | 200.00 | ||||
| 2025-06-27 | NP | HAPS - 港湾企业文化小型股 ETF | 8,212 | 1,244 | ||||||
| 2025-04-25 | NP | FCGSX - 富达系列成长公司基金 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 | 7,500 | -50.66 | 1,122 | -62.04 | ||||
| 2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 750 | 214 | ||||||
| 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 | 17,097 | 0.00 | 3,044 | 18.96 | ||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | 41,199 | 328.98 | 11,740 | 926.14 | ||||
| 2025-09-03 | NP | MMNIX - 米勒市场中性收入基金 I 类 | Short | -900 | -241 | |||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 7,302 | 12.86 | 2,081 | 169.78 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 155 | 40.91 | 44 | 175.00 | ||||
| 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 | 4,074 | 2.77 | 1,161 | 145.76 | ||||
| 2025-08-01 | 13F | 贝西默集团公司 | 117 | 60.27 | 0 | |||||
| 2025-07-24 | 13F | Tandem 资本管理公司 /adv | 8,146 | 0.27 | 2,321 | 139.77 | ||||
| 2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 1,445 | -2.89 | 412 | 80.26 | ||||
| 2025-06-05 | NP | GTAPX - 定量美国多头/空头股票投资组合 | Short | -2,260 | -0.00 | -342 | -15.97 | |||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 1,003 | 286 | ||||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 4,481 | 20.52 | 679 | 1.35 | ||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 823 | 235 | ||||||
| 2025-08-15 | 13F | 田纳西州财政部 | 11,167 | -5.93 | 3,182 | 125.04 | ||||
| 2025-05-13 | 13F | 瑞银集团 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-05-12 | 13F | 特雷诺资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F | 动态技术实验室私人有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 肯纳贝克储蓄银行 | 31 | 0.00 | 9 | 166.67 | ||||
| 2025-08-05 | 13F | 纽约梅隆银行 | 398,772 | 54.03 | 113,630 | 268.25 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 749 | 213 | ||||||
| 2025-04-24 | NP | OASC-OneAscent 小型股核心 ETF | 560 | 12.00 | 84 | -14.43 | ||||
| 2025-08-28 | NP | IWO - iShares Russell 2000 Growth ETF | 247,545 | -0.76 | 70,538 | 137.26 | ||||
| 2025-08-19 | NP | RIFBX - 美国小型股票基金 | Short | -640 | -0.00 | -182 | 139.47 | |||
| 2025-08-14 | 13F | T. Rowe Price 投资管理公司 | 258,934 | 74 | ||||||
| 2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 7,706 | -0.81 | 2,196 | 137.30 | ||||
| 2025-08-28 | NP | IJT - iShares S&P Small-Cap 600 Growth ETF | 248,112 | -2.78 | 70,700 | 132.42 | ||||
| 2025-08-26 | NP | GAFCX - Virtus AlphaSimplex 全球另类基金 C 类 | 1,139 | 325 | ||||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者美国小型股管理式 ETF | 164 | 12.33 | 25 | -7.69 | ||||
| 2025-08-13 | 13F | 波托兰资本管理有限公司 | 178,816 | 50,954 | ||||||
| 2025-07-24 | 13F | Krs资本管理有限公司 | 757 | 216 | ||||||
| 2025-08-27 | NP | VMNFX - 先锋市场中性基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | Short | -11,664 | -30.87 | -3,324 | 65.24 | |||
| 2025-08-27 | NP | RYRRX - 罗素 2000 基金 A 类 | 66 | 1.54 | 19 | 157.14 | ||||
| 2025-07-11 | 13F | Bouvel 投资合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-24 | NP | SWTSX - 施瓦布总股票市场指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13,280 | -4.32 | 2,012 | -19.52 | ||||
| 2025-07-23 | 13F | 马登证券公司 | 6,380 | -45.40 | 1,818 | 30.53 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 1,861 | -20.09 | 1 | |||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 1,516 | 1.07 | 432 | 142.13 | ||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 6 | 2 | ||||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 11,095 | -18.03 | 3,162 | 95.97 | ||||
| 2025-08-28 | NP | SLYG - SPDR(R) S & P 600 小盘成长 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 138,854 | -4.73 | 39,566 | 127.76 | ||||
| 2025-08-13 | 13F | 宽博科技有限公司 | 23,062 | 6,572 | ||||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 62,968 | -13.92 | 17,943 | 105.80 | ||||
| 2025-08-12 | 13F | 瑞士国家银行 | 53,900 | -1.46 | 15,359 | 135.59 | ||||
| 2025-08-12 | 13F | PSI 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 银冠资产管理集团有限公司 | 27,526 | 7,844 | ||||||
| 2025-07-28 | 13F | 布林莫尔信托公司 | 809 | 97.32 | 231 | 379.17 | ||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 4,285 | 3.93 | 1,221 | 148.68 | ||||
| 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 | 68,349 | 32.11 | 10,356 | 11.12 | ||||
| 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 | 16,753 | 6.95 | 2,983 | 27.27 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国可持续发展核心 1 投资组合股票 | 7,310 | 0.00 | 1,108 | -15.88 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA Putnam 资产配置多元化增长投资组合 1 级 | 56 | -1.75 | 16 | 150.00 | ||||
| 2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 3,225 | -2.18 | 1 | |||||
| 2025-04-29 | 13F | 里格斯资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 富通资本顾问有限公司 | 3,406 | -20.01 | 971 | 91.32 | ||||
| 2025-08-13 | 13F | 麦肯齐金融公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 摩尔资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 富国银行/百万 | 46,635 | 8.09 | 13,289 | 158.42 | ||||
| 2025-07-28 | NP | QVMS - Invesco S&P SmallCap 600 QVM 多因素 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,252 | -8.18 | 935 | 9.36 | ||||
| 2025-06-25 | NP | FNY - First Trust 中型成长 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 | 保德信金融公司 | 29,299 | 7.06 | 6,004 | 10.05 | ||||
| 2025-07-25 | NP | CZMSX - 多管理人小盘股票策略基金机构类别 | 35,487 | 22.42 | 6,318 | 45.65 | ||||
| 2025-07-30 | NP | QDISX - 费舍尔投资机构集团退休计划股票基金 | 17 | 0.00 | 3 | 50.00 | ||||
| 2025-08-26 | NP | SCDS - 摩根大通基础数据科学小型核心 ETF | 67 | 0.00 | 19 | 171.43 | ||||
| 2025-08-14 | 13F | 前沿资本管理有限公司 | 31,861 | 9,079 | ||||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 小盘股指数投资组合 A 类 | 20,717 | 0.72 | 5,903 | 140.84 | ||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 6,402 | -3.06 | 1,824 | 131.77 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 13,562 | -18.49 | 3,864 | 94.95 | ||||
| 2025-07-29 | NP | VRTGX - Vanguard Russell 2000 增长指数基金机构股票 | 24,485 | -4.93 | 4,359 | 13.13 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 39,181 | 14.19 | 11,165 | 173.03 | ||||
| 2025-07-24 | 13F | 莫斯利投资管理公司 | 982 | 280 | ||||||
| 2025-08-14 | 13F | Optiver控股有限公司 | 113 | 32 | ||||||
| 2025-06-30 | NP | CSMVX - 国会小盘成长基金零售类别 | 200,000 | -4.76 | 30,304 | -19.90 | ||||
| 2025-04-01 | NP | XSMO - Invesco S&P SmallCap Momentum ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 110,446 | 40.72 | 19,897 | 17.93 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 4,600 | 53.33 | 1,311 | 266.95 | |||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 21,332 | 6,079 | ||||||
| 2025-08-27 | NP | AIM 可变保险基金（INVESCO 可变保险基金）- INVESCO VI 小盘股票基金系列 I | 13,582 | 3,870 | ||||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 1,700 | 484 | |||||
| 2025-07-09 | 13F | 伯恩资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-04-28 | NP | LONAX - Longboard 另类增长基金 A 类 | 664 | 0.00 | 99 | -23.26 | ||||
| 2025-08-13 | 13F | 布朗咨询公司 | 6,360 | -1.12 | 1,812 | 136.55 | ||||
| 2025-08-06 | 13F | 黑斯威夫特集团有限责任公司 | 12,550 | 3,576 | ||||||
| 2025-06-23 | NP | SGPIX - 小盘成长型深度投资者类别 | 170 | -2.86 | 26 | -19.35 | ||||
| 2025-08-29 | NP | QSML - WisdomTree 美国小型股优质增长基金 | 293 | 83 | ||||||
| 2025-06-25 | NP | ISCB - iShares 晨星小型股 ETF | 1,383 | 4.93 | 210 | -11.81 | ||||
| 2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | IWM - iShares Russell 2000 ETF | 700,021 | -5.83 | 199,471 | 125.14 | ||||
| 2025-08-26 | NP | Ivy 可变保险投资组合 - Ivy VIP 小盘增长 II 级 | 5,792 | 19.72 | 1,650 | 186.46 | ||||
| 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 | 48 | 9 | ||||||
| 2025-06-25 | 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 | ||||
| 2025-04-29 | 13F | 资本顾问公司/ok | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 2,270 | -8.50 | 647 | 118.98 | ||||
| 2025-04-29 | 13F | 诺瓦资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 路边石金融管理公司 | 7,770 | -5.36 | 2,214 | 126.38 | ||||
| 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 | 51,807 | -0.24 | 9,223 | 18.70 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 1,636 | 75.91 | 248 | 47.90 | ||||
| 2025-08-26 | NP | GSCYX - 机构小型股股票基金 | 5,110 | 1,456 | ||||||
| 2025-08-19 | NP | BUFSX - 布法罗小型基金投资者类别 | 38,230 | 35.74 | 10,894 | 224.58 | ||||
| 2025-04-22 | 13F | 肯尼迪投资集团 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | ARS 投资伙伴有限责任公司 | 2,621 | -6.92 | 747 | 72.29 | ||||
| 2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 20,651 | 19.63 | 5,885 | 186.05 | ||||
| 2025-07-24 | NP | FSDAX - 国防和航空航天产品组合 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 | 49,100 | 8,741 | ||||||
| 2025-08-04 | 13F | 精明顾问公司 | 1,503 | 428 | ||||||
| 2025-07-17 | 13F | 沃尔夫维斯马加纳有限责任公司 | 14 | 0.00 | 4 | 200.00 | ||||
| 2025-08-11 | 13F | Semanteon 资本管理公司 | 3,067 | 874 | ||||||
| 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 | 40,201 | 7.48 | 7,157 | 27.88 | ||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 小型增长系列 | 1,337 | -6.63 | 381 | 123.53 | ||||
| 2025-06-24 | NP | BBSC - 摩根大通 BetaBuilders 美国小盘股 ETF | 9,884 | 11.51 | 1,498 | -6.20 | ||||
| 2025-08-13 | 13F | 殖民地信托顾问公司 | 200 | 0.00 | 57 | 143.48 | ||||
| 2025-08-14 | 13F | 工程师 门经理 LP | 2,744 | 782 | ||||||
| 2025-07-24 | NP | BDSIX - 贝莱德优势小型核心基金机构股 | 8,628 | -79.47 | 1,536 | -75.57 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 2,875 | -22.78 | 819 | 84.88 | ||||
| 2025-08-14 | 13F | 华盛顿港合作伙伴有限公司 | 10,453 | -29.58 | 2,979 | 68.34 | ||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 600 指数股票投资组合 | 10,001 | 3.34 | 2,850 | 147.09 | ||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | 1,767 | 1.38 | 504 | 143.00 | ||||
| 2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 936 | 267 | ||||||
| 2025-07-17 | 13F | 圣犀牛资本有限公司 | 794 | 226 | ||||||
| 2025-07-23 | 13F | 钢峰财富管理有限公司 | 9,267 | -39.08 | 2,641 | 45.62 | ||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 5,190 | -43.28 | 1,479 | 35.60 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 3,482 | -44.06 | 992 | 33.87 | ||||
| 2025-07-29 | NP | SVYAX - SIIT 美国管理波动性基金 - A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 863 | 27.47 | 246 | 206.25 | ||||
| 2025-08-27 | NP | RYWAX - S&P SmallCap 600 纯增长基金 H 类 | 110 | -10.57 | 31 | 121.43 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 152,847 | 46.07 | 43,553 | 249.21 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 1,264 | 360 | ||||||
| 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 | |||||
| 2025-05-15 | 13F | 赛勒斯·劳伦斯有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | PACAX - Putnam动态资产配置保守基金A类股票 | 82 | -2.38 | 23 | 130.00 | ||||
| 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 | 732 | 0.00 | 209 | 139.08 | ||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 18,748 | 5 | ||||||
| 2025-07-29 | 13F | 积极财富管理 | 0 | 0 | ||||||
| 2025-07-22 | NP | GSSC - 高盛 ActiveBeta(R) 美国小盘股 ETF | 1,810 | -29.93 | 322 | -16.58 | ||||
| 2025-08-14 | 13F | 坎托·菲茨杰拉德，LP | 2,360 | 672 | ||||||
| 2025-08-19 | NP | BUFOX - 布法罗新兴机会基金投资者类别 | 3,090 | -45.69 | 880 | 29.79 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/富兰克林小型股价值管理波动性投资组合 IB 类 | 1,025 | -4.38 | 292 | 129.92 | ||||
| 2025-07-25 | 13F | 海明顿财富管理 | 5 | -28.57 | 0 | |||||
| 2025-08-12 | 13F | 少尉峰顾问公司 | 9,158 | -6.15 | 2,610 | 124.33 | ||||
| 2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | MMSC - First Trust 多经理小盘股机会 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 | 1,704 | 41.41 | 303 | 68.33 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 44 | 175.00 | 13 | 1,100.00 | ||||
| 2025-08-27 | NP | BBGSX - Bridge Builder 中小型股成长基金 | 182,368 | 25.46 | 51,966 | 199.94 | ||||
| 2025-07-31 | 13F | 格拉斯雅各布森投资顾问有限公司 | 300 | 0.00 | 85 | 84.78 | ||||
| 2025-04-24 | 13F | 新月格罗夫顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 詹姆斯投资研究公司 | 1,702 | 485 | ||||||
| 2025-07-31 | 13F | 新泽西州共同养老基金 D | 11,235 | -11.20 | 3,201 | 112.41 | ||||
| 2025-07-29 | NP | CLSE - 融合多/空股票 ETF | Short | -1,926 | -343 | |||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 18,821 | 51.20 | 5,363 | 261.63 | ||||
| 2025-08-06 | 13F | 北美 Cetera 信托公司 | 27 | 0.00 | 8 | 133.33 | ||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 1,268 | 4.97 | 361 | 147.26 | ||||
| 2025-08-26 | NP | XJR - iShares ESG 筛选标普小盘 ETF | 2,210 | -6.32 | 630 | 123.84 | ||||
| 2025-08-07 | 13F | 深刻顾问有限公司 | 1,405 | 400 | ||||||
| 2025-07-24 | 13F | 布莱尔·威廉公司 | 84,348 | 72.14 | 24,035 | 311.54 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,538 | 1.64 | 1,008 | 143.48 | ||||
| 2025-08-26 | NP | BGATX - Baillie Gifford 全球阿尔法股票基金 2 类 | 27,148 | 7,736 | ||||||
| 2025-08-05 | 13F | Intellectus 合作伙伴有限责任公司 | 14,570 | -6.48 | 4,152 | 123.65 | ||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 25 | 7 | ||||||
| 2025-08-28 | NP | RSEGX - Victory RS 小盘成长基金 A 类 | 10,110 | -58.19 | 2,881 | -0.07 | ||||
| 2025-08-06 | 13F | 奥菲特金融有限责任公司 | 5,750 | -1.37 | 1,638 | 136.02 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica T. Rowe Price 小盘股副总裁初始 | 1,600 | 456 | ||||||
| 2025-05-15 | 13F | 曼氏集团 | 0 | -100.00 | 0 | |||||
| 2025-04-25 | NP | FGKFX - 富达成长公司K6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 | 18,436 | -30.68 | 2,758 | -46.67 | ||||
| 2025-07-22 | 13F | 贝尔普安特资产管理有限责任公司 | 3,406 | -20.01 | 971 | 91.32 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 9,776 | 243.86 | 2,802 | 733.93 | ||||
| 2025-06-25 | NP | GSAOX - 高盛小盘成长洞察基金 A 类 | 1,938 | 37.74 | 294 | 15.81 | ||||
| 2025-07-29 | NP | VRTIX - Vanguard Russell 2000 指数基金机构股票 | 140,790 | 9.61 | 25,065 | 30.43 | ||||
| 2025-08-18 | NP | GVMCX - 政府街中型基金 | 2,000 | 0.00 | 570 | 139.08 | ||||
| 2025-06-18 | NP | REBYX - 美国小盘Y类股票基金 | Short | -2,140 | -8.97 | -324 | -23.40 | |||
| 2025-07-28 | NP | QQQS - Invesco NASDAQ Future Gen 200 ETF | 282 | 17.99 | 50 | 42.86 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 46 | 12 | ||||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 27 | 575.00 | 8 | |||||
| 2025-08-12 | 13F | 创始者有限公司 | 3,466 | 37.76 | 988 | 230.10 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 9 | -93.88 | 3 | -88.24 | ||||
| 2025-08-22 | NP | WUSAX - 万格美国 | 27,072 | -43.46 | 7,714 | 35.19 | ||||
| 2025-08-27 | NP | CWSGX - Carillon Chartwell 小型股成长基金类别 Chartwell | 5,340 | 40.05 | 1,522 | 235.02 | ||||
| 2025-06-30 | NP | ASMMX - 景顺峰会基金A级 | 81,000 | 12,273 | ||||||
| 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 | 127,878 | -13.64 | 19,376 | -27.36 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 小型成长型投资组合 | 18,464 | 340.25 | 5,261 | 954.31 | ||||
| 2025-08-04 | 13F | 密钥银行国家协会/哦 | 1,515 | -14.94 | 432 | 103.30 | ||||
| 2025-07-30 | 13F | 洛林·沃尔科特和柯立芝信托顾问有限责任公司/马 | 500 | 0.00 | 142 | 94.52 | ||||
| 2025-07-15 | 13F | 诺登集团有限公司 | 893 | 254 | ||||||
| 2025-07-25 | NP | ILDR - 第一信托创新领袖 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 | 3,478 | -9.24 | 619 | 8.03 | ||||
| 2025-07-28 | NP | HDG - ProShares 对冲复制 ETF | 37 | 12.12 | 7 | 50.00 | ||||
| 2025-07-29 | 13F | TFC财务管理 | 25 | 0.00 | 7 | 250.00 | ||||
| 2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 477,055 | 7.36 | 135,937 | 156.68 | ||||
| 2025-08-14 | 13F | 加州教师退休制度 | 26,075 | 0.10 | 7,430 | 139.37 | ||||
| 2025-08-26 | NP | PQNAX - AllianzGI NFJ 中盘价值基金 A | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 196,342 | 21.09 | 55,948 | 189.51 | ||||
| 2025-07-21 | 13F | 巴雷特公司 | 100 | 0.00 | 28 | 154.55 | ||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 3,326 | 7.19 | 948 | 156.64 | ||||
| 2025-08-26 | NP | OGGFX - 摩根大通小盘成长基金 I 类 | 197,389 | 11.71 | 56,246 | 167.07 | ||||
| 2025-05-29 | NP | CSA - VictoryShares 美国小盘股波动性 Wtd ETF | 233 | 0.43 | 28 | -22.86 | ||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 263,699 | 51.97 | 75,141 | 263.33 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | 4,410,368 | -3.21 | 1,256,734 | 131.41 | ||||
| 2025-08-11 | 13F | 湖街金融有限公司 | 860 | 245 | ||||||
| 2025-08-29 | NP | ATGYX - 康托·菲茨杰拉德股票机会基金机构类 | 5,000 | 0.00 | 1,425 | 139.33 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 38,796 | -56.39 | 11,055 | 4.26 | ||||
| 2025-08-08 | 13F | 金斯维尤财富管理有限公司 | 2,517 | 717 | ||||||
| 2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-18 | NP | GVEQX - 政府街股票基金 | 600 | 171 | ||||||
| 2025-06-24 | NP | SNXFX - 嘉信 1000 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 | 9,123 | 0.00 | 1,382 | -15.89 | ||||
| 2025-08-26 | NP | BlackRock Funds IV - 贝莱德系统性多策略基金投资者 A 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 | 307 | -55.12 | 87 | 7.41 | ||||
| 2025-08-04 | 13F | 联合银行 | 8,023 | 0.55 | 2 | |||||
| 2025-08-14 | 13F | 美国资本管理公司 | 757,433 | -20.10 | 215,831 | 91.02 | ||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 33 | -77.08 | 9 | -47.06 | ||||
| 2025-07-25 | 13F | 阿特里亚财富解决方案公司 | 2,741 | 0.33 | 781 | 140.31 | ||||
| 2025-07-14 | 13F | 金州股权合伙人 | 6,717 | 1,914 | ||||||
| 2025-08-14 | 13F | FIL有限公司 | 15,964 | 20.46 | 4,549 | 188.03 | ||||
| 2025-04-29 | 13F | 李丹纳巴斯公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 287,401 | 8.41 | 81,895 | 159.18 | ||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 100 | 0.00 | 28 | 154.55 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 654 | 64.32 | 186 | 295.74 | ||||
| 2025-04-15 | 13F | 美国金融组合公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | FZIPX - 富达零扩展市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,382 | 2.48 | 1,270 | -13.78 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 1,200 | 342 | ||||||
| 2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 297,161 | 14.14 | 84,676 | 172.89 | ||||
| 2025-08-28 | NP | KOMP - SPDR S&P Kensho 新经济综合 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 | 51,008 | -39.30 | 14,535 | 45.11 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 2,850 | 812 | ||||||
| 2025-08-18 | NP | 太平洋精选基金 - 小盘股指数投资组合 I 类 | 7,533 | 3.55 | 2,147 | 147.52 | ||||
| 2025-08-15 | NP | MFCPX - M资本增值基金 | 4,573 | 1,303 | ||||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 7,571 | 1,966 | ||||||
| 2025-08-12 | 13F | 摩根大通公司 | 366,493 | 13.18 | 104,432 | 170.58 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | Call | 1,700 | 484 | |||||
| 2025-07-23 | 13F | DMG 集团有限责任公司 | 1,936 | -18.10 | 552 | 96.09 | ||||
| 2025-06-25 | NP | DISSX - 纽约梅隆银行小型股票指数基金投资者股票 | 18,686 | -13.98 | 2,831 | -27.65 | ||||
| 2025-07-24 | 13F | 斯泰尔斯金融服务公司 | 735 | 209 | ||||||
| 2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 史密斯集团资产管理有限责任公司 | 5,000 | 0.00 | 1,425 | 139.33 | ||||
| 2025-08-13 | 13F | 第1492章 | 7,044 | 2,007 | ||||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | Call | 1,100 | 313 | |||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 4,049 | 1,154 | ||||||
| 2025-07-31 | 13F | R平方有限公司 | 1,159 | 330 | ||||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 小盘股指数基金 | 826 | 0.00 | 235 | 139.80 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/小型公司指数投资组合 IB 类 | 15,391 | 0.00 | 4,386 | 139.09 | ||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 910 | 259 | ||||||
| 2025-08-06 | 13F | 彭塞拉资本管理有限公司 | 14,111 | -21.05 | 4 | 100.00 | ||||
| 2025-08-15 | 13F/A | 乐天证券公司 | 1,896 | 1,304.44 | 540 | 3,275.00 | ||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 1,185 | 338 | ||||||
| 2025-08-14 | 13F | 道富银行 | 1,721,931 | -12.95 | 490,664 | 108.11 | ||||
| 2025-08-14 | 13F | 洛德雅培有限公司 | 83,907 | 24 | ||||||
| 2025-05-02 | 13F | 鲍嘉财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-04-24 | NP | BLUIX - 蓝图成长基金机构级 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | Put | 1 | 9 | |||||
| 2025-04-29 | 13F | 资源投资顾问有限责任公司。 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 5,900 | 1.72 | 1,681 | 143.27 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 1,986 | 15.94 | 566 | 176.96 | ||||
| 2025-07-28 | NP | VMSGX - 中型股战略增长基金 | 77,539 | 2.20 | 13,804 | 21.61 | ||||
| 2025-04-28 | NP | SIXL - 6 Meridian 低 Beta 股票策略 ETF | 4,296 | 4.60 | 643 | -19.55 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/DFA 美国小型股基金 (A) | 4,237 | -12.73 | 1,207 | 108.82 | ||||
| 2025-07-25 | 13F | 钢铁金融有限责任公司 | Call | 1,500 | 427 | |||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 406,558 | -19.83 | 115,841 | 91.65 | ||||
| 2025-03-26 | NP | TISEX - TIAA-CREF 机构级量化小型股票基金 | 73,960 | 16.71 | 13,324 | -2.19 | ||||
| 2025-07-22 | 13F | Kercheville 顾问有限责任公司 | 850 | 242 | ||||||
| 2025-07-30 | 13F | 斯蒂芬斯投资管理集团有限责任公司 | 633,884 | -16.98 | 180,625 | 98.49 | ||||
| 2025-05-14 | 13F | 斯诺登资本顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 3,212 | 8.18 | 915 | 159.21 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 2,221 | 633 | ||||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 24,188 | 0.45 | 6,892 | 140.14 | ||||
| 2025-05-15 | 13F | 奥伯维斯资产管理公司/ | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 55 | -29.49 | 16 | 66.67 | ||||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 73,446 | 34.84 | 20,928 | 222.37 | ||||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 88 | -13.73 | 25 | 108.33 | ||||
| 2025-07-23 | 13F | 路易斯安那州雇员退休制度 | 13,200 | 0.00 | 3,761 | 139.10 | ||||
| 2025-07-28 | NP | RWJ - Invesco S&P SmallCap 600 收入 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,522 | -6.32 | 1,161 | 11.53 | ||||
| 2025-06-26 | NP | EMGRX - Nuveen 小型精选基金 A 类 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 | 13,152 | 43.03 | 1,993 | 20.29 | ||||
| 2025-08-14 | 13F | 联信银行 | 9,825 | 3.11 | 2,799 | 146.61 | ||||
| 2025-06-26 | NP | DFAS - 维度美国小型股 ETF | 75,045 | -0.38 | 11,371 | -16.22 | ||||
| 2025-07-28 | NP | UWM - ProShares Ultra Russell2000 | 2,797 | -18.76 | 498 | -3.50 | ||||
| 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 | 1,478 | 6.95 | 421 | 156.71 | ||||
| 2025-08-12 | 13F | Virtu 金融有限责任公司 | 38,522 | 553.69 | 11 | |||||
| 2025-07-25 | NP | NMSAX - 哥伦比亚小型股指数基金 A 类 | 53,370 | -5.54 | 9,501 | 12.40 | ||||
| 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 | 4,853 | 4.25 | 578 | -19.27 | ||||
| 2025-08-14 | 13F | 民兵资本合伙公司 | 1,080 | -52.63 | 308 | 13.28 | ||||
| 2025-08-27 | NP | VEXMX - 先锋扩展市场指数基金投资者股票 | 434,721 | 1.40 | 123,874 | 142.43 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 1,075 | -21.76 | 306 | 83.23 | ||||
| 2025-07-28 | 13F | 私人财富资产管理有限责任公司 | 112 | 0.00 | 32 | 138.46 | ||||
| 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 | 94,714 | -1.52 | 16,862 | 17.18 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 3,953 | 83.35 | 1,099 | 322.69 | ||||
| 2025-04-01 | 13F | Modus 顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 格伦鹰顾问有限公司 | 110 | 0.00 | 31 | 138.46 | ||||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 8,498 | 57.60 | 2,422 | 277.10 | ||||
| 2025-08-14 | 13F | 德里豪斯资本管理有限公司 | 293,860 | 83,735 | ||||||
| 2025-08-26 | NP | IQM - 富兰克林智能机器 ETF | 1,303 | 0.00 | 371 | 139.35 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 小型股指数投资组合 1 级 | 3,188 | 2.57 | 483 | -13.60 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 1,009 | 288 | ||||||
| 2025-05-15 | 13F | 极地资产管理合伙公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | 格拉尼与金有限责任公司 | 4 | 0.00 | 1 | |||||
| 2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 1,019 | 290 | ||||||
| 2025-04-22 | 13F | 塔景投资管理与研究有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 安吉利斯财富管理有限公司 | 2,245 | -8.92 | 640 | 118.09 | ||||
| 2025-08-25 | NP | SDSCX - 纽约梅隆银行中小型成长基金 I 类 | 90,281 | 25,726 | ||||||
| 2025-07-30 | 13F | 论坛财务管理有限合伙人 | 702 | 200 | ||||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 小盘成长股票投资组合 | 32,546 | 9,274 | ||||||
| 2025-06-24 | NP | SFSNX - Schwab Fundamental 美国小公司指数基金机构股票 | 1,233 | 187 | ||||||
| 2025-07-15 | 13F | 轴财富合伙有限公司 | 723 | 206 | ||||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 188,661 | 7,952.11 | 53,759 | 19,168.46 | ||||
| 2025-08-25 | NP | QWVOX - Clearwater 小公司基金 | 1,223 | 511.50 | 348 | 1,413.04 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 小型股成长投资组合 IB 类 | 10,000 | 0.00 | 2,850 | 139.21 | ||||
| 2025-07-28 | NP | SAA - ProShares Ultra SmallCap600 | 487 | -15.74 | 87 | 0.00 | ||||
| 2025-07-14 | 13F | 农商投资公司 | 17 | 0.00 | 5 | 100.00 | ||||
| 2025-08-12 | 13F | 银色信托公司 | 1,439 | 410 | ||||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Russell 中小型股指数基金投资者 A | 3,804 | 9.25 | 576 | -8.13 | ||||
| 2025-06-26 | NP | ISCG - iShares Morningstar 小盘成长 ETF | 7,859 | 5.69 | 1,191 | -11.13 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 64,041 | 39.51 | 18,248 | 233.54 | ||||
| 2025-07-15 | 13F | 财务管理专业人士公司 | 120 | 0.00 | 34 | 142.86 | ||||
| 2025-07-18 | 13F | 信托金融公司 | 5,610 | 22.06 | 1,599 | 192.14 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | 100,256 | -4.16 | 28,568 | 129.12 | ||||
| 2025-08-21 | NP | MXISX - Great-West S&P Small Cap 600 指数基金投资者类别 | 20,727 | -4.11 | 5,906 | 129.27 | ||||
| 2025-05-05 | 13F | 洛杉矶资本管理有限公司 | 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 | 4 | -95.12 | 1 | -88.89 | ||||
| 2025-07-15 | 13F | 伦巴底奥迪尔 SCmA 公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 都铎投资公司等 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-05-01 | 13F | 资产奉献有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | 摩根士丹利 | 408,210 | 17.49 | 116,320 | 180.90 | ||||
| 2025-08-14 | NP | ASCGX - Lisanti 小盘成长基金 | 420 | -25.66 | 120 | 5.31 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 17,200 | 120.51 | 4,901 | 427.56 | |||
| 2025-08-28 | NP | SAGP - STRATEGAS 全球政策机会 ETF | 539 | -9.11 | 154 | 118.57 | ||||
| 2025-05-14 | 13F | 万国数据财富管理 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Call | 37,000 | 36,900.00 | 10,543 | 95,745.45 | |||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | 1,776 | 91.17 | 506 | 360.00 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 8,000 | 35.59 | 2,280 | 224.18 | |||
| 2025-08-14 | 13F | 阿利斯卡投资集团有限合伙人 | 487,611 | -45.99 | 138,945 | 29.12 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Put | 2,300 | -84.03 | 655 | -61.83 | |||
| 2025-08-15 | NP | 罗伊斯价值信托公司 | 3,500 | 75.00 | 997 | 318.91 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | 14,953 | -30.66 | 4,261 | 65.76 | ||||
| 2025-08-06 | 13F | 韦德布什证券公司 | 957 | 0 | ||||||
| 2025-08-28 | NP | FITE - SPDR S&P Kensho 未来证券 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 | 5,501 | -42.97 | 1,568 | 36.38 | ||||
| 2025-08-06 | 13F | 石屋投资管理有限公司 | 10 | -33.33 | 3 | 100.00 | ||||
| 2025-08-07 | 13F | 顶峰财富管理咨询集团有限责任公司 | 1,562 | 445 | ||||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL 小盘股指数基金 2 级 | 9,134 | 0.07 | 2,603 | 139.37 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | 2 | -99.97 | 1 | -100.00 | ||||
| 2025-08-20 | NP | ASMOX - AQR 小盘动量型基金 I 类 | 486 | -12.75 | 138 | 109.09 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 2,904 | -80.19 | 827 | -52.66 | ||||
| 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 | 153,194 | 0.55 | 27,273 | 19.65 | ||||
| 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 | 27,970 | -15.75 | 4,238 | -29.13 | ||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 206 | -35.02 | 59 | 56.76 | ||||
| 2025-08-13 | 13F | 殖民地信托公司 / SC | 375 | -42.31 | 107 | 37.66 | ||||
| 2025-08-26 | NP | IRSIX - Voya Russell™ 小盘股指数投资组合 ADV 级 | 5,742 | 1.13 | 1,636 | 142.01 | ||||
| 2025-08-28 | NP | GNXAX - AlphaCentric 机器人和自动化基金 A 类 | 3,000 | 20.00 | 855 | 187.54 | ||||
| 2025-04-10 | 13F | 矩阵信托公司 | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | 西姆有限责任公司 | 1,528 | 435 | ||||||
| 2025-07-25 | 13F | 橡树岭投资有限公司 | 9,018 | -3.80 | 2,570 | 129.99 | ||||
| 2025-08-26 | NP | PAEAX - Putnam动态资产配置成长基金A类股 | 775 | 0.00 | 221 | 139.13 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 6,332 | 3.58 | 1,804 | 147.80 | ||||
| 2025-08-26 | NP | TLSTX - 股票指数基金 | 407 | 0.00 | 116 | 139.58 | ||||
| 2025-08-08 | 13F | 十字马克全球控股公司 | 1,409 | -23.63 | 401 | 83.11 | ||||
| 2025-08-14 | 13F | 量化资本有限公司 | 833 | 237 | ||||||
| 2025-07-29 | NP | VINAX - 先锋工业指数基金 Admiral Shares | 29,374 | -4.77 | 5,229 | 13.33 | ||||
| 2025-05-28 | NP | SAMT - STRATEGAS 宏观主题机会 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-25 | NP | ROBT - First Trust 纳斯达克人工智能和机器人 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 | 44,095 | -14.44 | 12,565 | 104.56 | ||||
| 2025-05-19 | NP | HRSCX - Carillon Eagle 小盘成长基金 A 类 | 30,821 | -20.41 | 3,674 | -38.36 | ||||
| 2025-08-28 | NP | WFIVX - Wilshire 5000 指数基金投资类别 | 126 | 0.00 | 36 | 133.33 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 1,474 | 420 | ||||||
| 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 | 69,776 | 2.84 | 10,572 | -13.51 | ||||
| 2025-08-26 | NP | Profunds - Profund 超小型股副总裁 | 99 | -1.98 | 28 | 133.33 | ||||
| 2025-08-28 | NP | STMSX - Simt 税务管理中小盘基金 F 级 | 684 | 0.00 | 195 | 139.51 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | 1,522 | -83.21 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 19,300 | 101.04 | 5 | 400.00 | |||
| 2025-08-27 | NP | RYMKX - 罗素 2000 1.5 倍策略基金 H 级 | 40 | 2.56 | 11 | 175.00 | ||||
| 2025-08-13 | 13F | 景顺有限公司 | 609,019 | 75.62 | 173,540 | 319.87 | ||||
| 2025-07-24 | 13F | 路透詹姆斯财富管理有限公司 | 6,648 | -0.18 | 1,894 | 138.84 | ||||
| 2025-05-13 | 13F | 克拉保险企业控股有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 33,900 | 162.79 | 10 | 800.00 | |||
| 2025-08-11 | 13F | 日兴资产管理美洲公司 | 208,714 | 6.21 | 59,473 | 154.04 | ||||
| 2025-08-14 | 13F | 西特投资联营公司 | 23,123 | -11.95 | 7 | 100.00 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-08-27 | NP | FFOX - FundX 未来基金机会 ETF | 5,300 | 1,510 | ||||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-08-12 | 13F | 德意志银行\ | 38,875 | -8.07 | 11,077 | 119.78 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 9,913 | -0.10 | 2,829 | 139.05 | ||||
| 2025-05-29 | NP | RSDGX - Victory RS精选成长基金A类 | 6,740 | -12.24 | 803 | -32.01 | ||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 160 | 46 | ||||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | 富勒泰勒资产管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 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 | 1,648 | 0.00 | 293 | 19.11 | ||||
| 2025-05-12 | 13F | 桑迪泉银行 | 3 | 0.00 | 0 | |||||
| 2025-08-04 | 13F | 科瓦克顾问公司 | 826 | 235 | ||||||
| 2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 小盘成长投资组合 A 类 | 4,509 | 11.11 | 1,285 | 165.84 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/普通股指数投资组合 IA 级 | 3,600 | -2.70 | 1,026 | 80.14 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 1,129 | 322 | ||||||
| 2025-07-25 | 13F | 亚飞财富 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 22,104 | 3,349 | ||||||
| 2025-08-14 | 13F | 天鹅资本有限责任公司 | 53 | 15 | ||||||
| 2025-08-12 | 13F | MAI资本管理 | 195 | 143.75 | 56 | 511.11 | ||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 13 | 0.00 | 4 | 200.00 | ||||
| 2025-08-26 | NP | IJR - iShares 核心标普小盘股 ETF | 1,678,091 | -3.03 | 478,172 | 131.82 | ||||
| 2025-05-13 | 13F | 财通国际资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 2,018 | 575 | ||||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 346 | 108.43 | 99 | 415.79 | ||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 科学技术研究有限责任公司 | 7,289 | 11.10 | 2,077 | 165.60 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 27,385 | 23.52 | 6,743 | 155.22 | ||||
| 2025-06-26 | NP | FLXSX - 富达 Flex 小盘股指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,436 | 18.48 | 824 | -0.36 | ||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 69,289 | 0.87 | 19,642 | 139.15 | ||||
| 2025-08-14 | 13F | 瑞银集团 | 444,583 | 27.07 | 126,684 | 203.79 | ||||
| 2025-08-27 | NP | RYRUX - Russell 2000 2x 策略基金 A 级股票 | 144 | 2.13 | 41 | 156.25 | ||||
| 2025-08-18 | 13F | 新咨询服务有限责任公司 | 50 | 150.00 | 14 | 600.00 | ||||
| 2025-06-30 | NP | VEXPX - VANGUARD EXPLORER 基金投资者股票 | 339,964 | 11.59 | 51,511 | -6.14 | ||||
| 2025-04-29 | 13F | 罗利资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | PSCI - Invesco S&P SmallCap Industrials ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 14,593 | -40.86 | 2,598 | -29.64 | ||||
| 2025-07-29 | 13F | 美国精神管理公司/纽约 | 300 | 0.00 | 85 | 142.86 | ||||
| 2025-08-13 | 13F | 特鲁投资资本有限公司 | 287 | 0.00 | 82 | 138.24 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 158,200 | 389.78 | 45,079 | 1,071.19 | |||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 121,700 | 160.60 | 34,678 | 523.03 | |||
| 2025-07-11 | 13F | 港湾资本顾问有限公司 | 2,546 | -42.86 | 627 | 19.69 | ||||
| 2025-07-10 | 13F | 奥利弗·拉戈尔·万万林投资集团 | 34 | 0.00 | 4 | -20.00 | ||||
| 2025-08-06 | 13F | NVWM有限公司 | 2,210 | 630 | ||||||
| 2025-07-28 | NP | VCSLX - 小盘股指数基金 | 11,665 | 8.89 | 2,077 | 29.59 | ||||
| 2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 755 | 215 | ||||||
| 2025-08-14 | 13F | 威斯康星州投资委员会 | 13,271 | -17.47 | 3,782 | 97.34 | ||||
| 2025-05-13 | 13F | Arrowpoint 投资伙伴（新加坡）私人有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 193,373 | -27.44 | 55,101 | 73.48 | ||||
| 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 | 12,817 | 1.86 | 1,942 | -14.30 | ||||
| 2025-06-18 | NP | GMRAX - 全国小盘指数基金 A 类 | 2,398 | -1.84 | 363 | -17.50 | ||||
| 2025-08-08 | 13F | 阿卡迪亚投资管理公司/mi | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 13,369 | -16.93 | 4 | 200.00 | ||||
| 2025-06-26 | NP | QUASX - AB 小盘成长投资组合 A 类 | 203,982 | -7.70 | 30,907 | -22.36 | ||||
| 2025-06-26 | NP | FMPX - Nuveen 小盘成长机会基金 A 类 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 | 25,318 | 51.58 | 3,836 | 27.48 | ||||
| 2025-08-14 | 13F | 第一曼哈顿公司 | 2,500 | -0.48 | 712 | 138.13 | ||||
| 2025-06-26 | NP | JHSC - 约翰汉考克多因素小盘股 ETF | 11,317 | -20.00 | 1,715 | -32.73 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 10,129 | 2,886 | ||||||
| 2025-08-14 | 13F | CIBC 资产管理公司 | 893 | 254 | ||||||
| 2025-07-25 | NP | WSML - iShares MSCI 全球小型股 ETF | 1,638 | 292 | ||||||
| 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 | 559 | 0.00 | 159 | 140.91 | ||||
| 2025-07-30 | NP | IUSCX - 费舍尔投资机构集团美国小型股股票基金 | 20 | 33.33 | 4 | 50.00 | ||||
| 2025-07-28 | NP | MSSM - 摩根士丹利 Pathway 中小型股 ETF | 1,242 | 12.20 | 221 | 33.94 | ||||
| 2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 531,122 | 16.35 | 151,309 | 178.10 | ||||
| 2025-08-12 | 13F | 顾问资产管理公司 | 23,730 | 4.53 | 6,762 | 149.94 | ||||
| 2025-07-29 | NP | TMFX - Motley Fool Next 指数 ETF | 444 | 0.45 | 79 | 19.70 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 5,600 | -55.91 | 1,596 | 5.42 | |||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 12,238 | -42.84 | 3,487 | 36.69 | ||||
| 2025-08-13 | 13F | 埃奇伍德管理有限公司 | 15,000 | 0.00 | 4,274 | 139.17 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | 10,323 | 2,942 | ||||||
| 2025-08-08 | 13F | 美国信安金融集团 | 182,641 | 30.61 | 52,044 | 212.27 | ||||
| 2025-07-28 | 13F | 港口投资公司 | 407 | 0.00 | 116 | 139.58 | ||||
| 2025-04-17 | 13F | 交易所交易概念有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | 北约 - 主题 跨大西洋防御 ETF | 491 | 71.68 | 140 | 308.82 | ||||
| 2025-06-30 | NP | SMDX - Intech 标准普尔小型中型多元化阿尔法 ETF | 549 | 83 | ||||||
| 2025-08-06 | 13F | 西蒙斯银行 | 8,783 | 12.53 | 2,503 | 169.03 | ||||
| 2025-05-08 | 13F | 杰富瑞金融集团公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | 13F | 投资者 投资基金公司 股份公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | NP | WSGRX - 常春藤小盘成长基金 R 级 | 25,825 | -10.53 | 7,359 | 113.90 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - PD 小盘成长指数投资组合 P 类 | 958 | -35.27 | 273 | 54.55 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 7,234 | 7.95 | 2,061 | 158.27 | ||||
| 2025-08-13 | 13F | 挪威银行 | 265,626 | 75,690 | ||||||
| 2025-08-04 | 13F | 约克镇管理与研究有限公司 | 1,994 | 0.00 | 568 | 139.66 | ||||
| 2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 5 | 0.00 | 1 | |||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 100 | 0.00 | 28 | 154.55 | ||||
| 2025-08-14 | 13F | 范埃克联合公司 | 584,560 | 62.42 | 167 | 295.24 | ||||
| 2025-04-29 | NP | ARAAX - Horizon Active Risk Assist 基金顾问类 | 5,597 | 6.69 | 837 | -17.94 | ||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 5,151 | 13.99 | 1,468 | 168.68 | ||||
| 2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 1,944 | 554 | ||||||
| 2025-08-26 | NP | QUANTITATIVE MASTER SERIES LLC - Master 小盘股指数系列 | 48,959 | 2.43 | 13,951 | 144.87 | ||||
| 2025-08-04 | 13F | 翡翠共同基金顾问信托 | 141,826 | 8.20 | 40,413 | 158.69 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 167 | 0.00 | 48 | 147.37 | ||||
| 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 | 10,510 | 26.70 | 1,592 | 6.56 | ||||
| 2025-08-12 | 13F | 托克维尔资产管理公司 | 90,630 | -35.71 | 25,825 | 53.71 | ||||
| 2025-05-15 | 13F | 期权解决方案有限公司 | 0 | -100.00 | 0 | |||||
| 2025-04-15 | 13F | 劳雷尔财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 石灰石投资顾问有限公司 | Put | 300 | 85 | |||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 1,968 | 0.00 | 298 | -15.82 | ||||
| 2025-08-14 | 13F | 石灰石投资顾问有限公司 | Call | 100 | 28 | |||||
| 2025-08-14 | 13F | 石灰石投资顾问有限公司 | 1,340 | 382 | ||||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 2,744 | 920.07 | 782 | 2,340.63 | ||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 104 | 4.00 | 30 | 163.64 | ||||
| 2025-05-15 | 13F | SRS 资本顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-04-29 | NP | HASAX - Horizon 主动资产配置基金顾问级 | 7,657 | -0.38 | 1,146 | -23.36 | ||||
| 2025-08-11 | 13F | 阿尔卑斯顾问公司 | 4,464 | -33.48 | 1,272 | 59.20 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 57 | 0.00 | 7 | -25.00 | ||||
| 2025-07-10 | 13F | Vista 投资合伙公司 | 15,452 | -0.57 | 4,403 | 137.74 | ||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 504,270 | 17.19 | 143,692 | 180.16 | ||||
| 2025-07-15 | 13F | MCF 顾问有限责任公司 | 10 | 3 | ||||||
| 2025-07-25 | 13F | 黑兹利特伯特与沃森公司 | 25 | 0 | ||||||
| 2025-08-26 | NP | PABAX - Putnam动态资产配置平衡基金A类股票 | 547 | 0.00 | 156 | 138.46 | ||||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-30 | NP | SMCIX - 标准普尔小型股指数基金直接股票 | 1,040 | -4.94 | 185 | 13.50 | ||||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-05 | 13F | 蒙特利尔银行/can/ | 6,068 | 0.03 | 1,729 | 139.14 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - 小盘股票指数基金类别 | 3,648 | -10.54 | 1,039 | 113.79 | ||||
| 2025-08-11 | 13F | 罗伊斯联合有限责任公司 | 22,006 | 22.22 | 6,271 | 192.17 | ||||
| 2025-07-15 | 13F | 北极星投资管理公司 | 1,093 | 0.00 | 311 | 139.23 | ||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 122,326 | -11.41 | 34,857 | 111.79 | ||||
| 2025-08-26 | NP | DSMDX - Driehaus 中小型成长基金 | 2,377 | 677 | ||||||
| 2025-05-05 | 13F | 恩瓦姆有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 忠利投资管理有限公司 | 9,258 | 439.51 | 2,634 | 1,191.18 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 40 | -61.17 | 11 | -8.33 | ||||
| 2025-07-29 | 13F | 斯蒂芬斯公司/ar/ | 4,154 | -5.91 | 1,184 | 124.90 | ||||
| 2025-08-12 | 13F | 认可财富管理有限责任公司 | 200 | 57 | ||||||
| 2025-04-17 | 13F | 健全收入策略有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-22 | NP | FNIAX - 富达顾问新见解基金 A 类 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 | 900 | 256 | ||||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 1,521 | 433 | ||||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 43,450 | -5.67 | 12,381 | 125.52 | ||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf资产管理有限责任公司 | 531 | -0.75 | 148 | 129.69 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 69 | 137.93 | 20 | 533.33 | ||||
| 2025-08-13 | 13F | 谢尔顿资本管理公司 | 1,040 | 296 | ||||||
| 2025-06-27 | NP | PPA - 景顺航空航天与国防 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 | 185,434 | -9.51 | 28,097 | -23.89 | ||||
| 2025-07-25 | 13F | 优素福资本管理有限公司 | 10,586 | 1.68 | 3,016 | 143.23 | ||||
| 2025-08-22 | NP | 可变保险产品基金 II - 反向基金投资组合初始类别 | 1,000 | 285 | ||||||
| 2025-08-07 | 13F | 纳维利尔联合公司 | 893 | 254 | ||||||
| 2025-07-29 | 13F | 国际资产投资管理有限公司 | 993 | 283 | ||||||
| 2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 20,717 | 0.72 | 6 | 150.00 | ||||
| 2025-05-08 | 13F | LGT 财务顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 161 | -25.81 | 46 | 80.00 | ||||
| 2025-06-25 | NP | ARKX - ARK 太空探索与创新 ETF | 101,824 | 17.97 | 15,428 | -0.78 | ||||
| 2025-08-12 | 13F | 公共部门养老金投资委员会 | 96,102 | 8.17 | 27,384 | 158.61 | ||||
| 2025-08-12 | 13F | 阿彻投资公司 | 10 | 0.00 | 3 | 100.00 | ||||
| 2025-07-25 | NP | SCHA - 嘉信美国小型股 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 133,126 | -1.42 | 23,700 | 17.30 | ||||
| 2025-08-01 | 13F | Purkiss 资本顾问有限公司 | 1,101 | 314 | ||||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 33,601 | 2.34 | 9,575 | 144.67 | ||||
| 2025-08-14 | 13F | Nfj 投资集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | FSA财富管理有限责任公司 | 500 | 0.00 | 142 | 140.68 | ||||
| 2025-08-13 | 13F | 吉布斯财富管理 | 3,564 | 1,016 | ||||||
| 2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-23 | NP | PSSMX - 小型股标准普尔 600 指数基金 R-3 | 27,199 | -5.23 | 4,121 | -20.29 | ||||
| 2025-07-30 | 13F | 施尼德资本管理有限公司 | 1,000 | 285 | ||||||
| 2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 237 | 21.54 | 68 | 191.30 | ||||
| 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 | 283,871 | 2.53 | 43,012 | -13.76 | ||||
| 2025-05-23 | NP | BGALX - Baillie Gifford 全球 Alpha 股票基金 4 级 | 40,790 | 1.70 | 4,862 | -21.24 | ||||
| 2025-08-28 | NP | TPSC - Timothy Plan 美国小盘股核心 ETF | 1,966 | 72.15 | 560 | 311.76 | ||||
| 2025-08-13 | 13F | 花岗岩投资伙伴有限责任公司 | 21,533 | 6,136 | ||||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 60 | 0.00 | 17 | 142.86 | ||||
| 2025-08-12 | 13F | 普特南佛罗里达投资管理公司 | 7,397 | 0.00 | 2,108 | 139.16 | ||||
| 2025-07-23 | 13F | 伍德信托金融公司 | 2,250 | 1 | ||||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 2,115 | 22.25 | 603 | 192.23 | ||||
| 2025-08-26 | NP | JDSCX - 摩根大通小型股混合基金 I 类 | 44,458 | 9.63 | 12,668 | 162.11 | ||||
| 2025-07-28 | NP | OMFS - Invesco Russell 2000(R) 动态多因子 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,084 | -3.39 | 193 | 14.97 | ||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 99 | 296.00 | 27 | 766.67 | ||||
| 2025-08-27 | NP | SMEAX - 景顺小盘股票基金 A 类 | 59,109 | 16,843 | ||||||
| 2025-07-29 | NP | TIME - 顺时针核心股票与创新 ETF | 3,763 | 53.09 | 670 | 82.29 | ||||
| 2025-08-04 | 13F | 翡翠顾问有限公司 | 252,686 | 12.40 | 72,003 | 168.70 | ||||
| 2025-07-24 | 13F | 石桥金融集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | NBC 证券公司 | 452 | 4.63 | 0 | |||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 1,608 | -17.88 | 458 | 96.57 | ||||
| 2025-07-29 | NP | VRTTX - Vanguard Russell 3000 指数基金机构股票 | 2,123 | -1.35 | 378 | 17.45 | ||||
| 2025-08-08 | 13F | 明智顾问集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | BKSE - 纽约梅隆银行美国小盘核心股票 ETF | 1,382 | -20.44 | 209 | -33.01 | ||||
| 2025-08-14 | 13F | 道格拉斯·温思罗普顾问有限责任公司 | 3,000 | 0.00 | 855 | 139.22 | ||||
| 2025-05-29 | NP | GPSCX - Victory RS 小盘股票基金 A 类 | 5,310 | -29.95 | 633 | -45.80 | ||||
| 2025-08-27 | NP | CSSAX - Carillon Scout 小盘基金 A 类 | 17,115 | -24.24 | 4,877 | 81.13 | ||||
| 2025-08-04 | 13F | 阿特里亚投资有限公司 | 1,865 | 1.63 | 531 | 143.58 | ||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 7 | 2 | ||||||
| 2025-05-28 | NP | QCEQRX - 股票指数账户类别 R1 | 12,268 | 0.00 | 1,462 | -22.52 | ||||
| 2025-07-30 | 13F | Eqis资本管理公司 | 1,857 | -5.11 | 529 | 127.04 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 10,156 | 7.61 | 2,894 | 157.38 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 品尼高联合有限公司 | 100,728 | -35.37 | 28,702 | 54.52 | ||||
| 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 | 3,435 | 21.16 | 979 | 190.21 | ||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 14,853 | -5.83 | 4,232 | 125.23 | ||||
| 2025-08-25 | NP | SSETX - 纽约梅隆银行小盘成长基金 I 类 | 683 | 195 | ||||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 148,300 | 61.90 | 42,258 | 287.08 | |||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 59,482 | 8.36 | 16,949 | 159.08 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 176,500 | 172.80 | 50,294 | 552.22 | |||
| 2025-08-13 | 13F | 法国外贸银行 | 1,364 | 389 | ||||||
| 2025-08-27 | NP | VISGX - 先锋小盘成长指数基金投资者股票 | 464,785 | 17.69 | 132,440 | 181.36 | ||||
| 2025-08-25 | NP | SSMGX - Sit 小型股成长基金 | 6,650 | -16.09 | 1,895 | 100.64 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - MetLife Russell 2000 指数投资组合 A 类 | 10,158 | 1.90 | 2,895 | 143.60 | ||||
| 2025-07-14 | 13F | 公园大道证券有限公司 | 1,639 | 0 | ||||||
| 2025-08-07 | 13F | 遗产顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | WTAI - WisdomTree人工智能与创新基金 NA | 10,923 | 2.72 | 3,113 | 145.62 | ||||
| 2025-08-13 | 13F | 猎鹰边缘资本有限合伙人 | 13,264 | 3,780 | ||||||
| 2025-05-15 | 13F | 双树管理有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-16 | 13F | 阿拉斯加州税务部 | 16,770 | 8.08 | 5 | 300.00 | ||||
| 2025-07-30 | NP | SHLD - Global X 国防科技 ETF | 176,577 | 119.93 | 31,436 | 161.70 | ||||
| 2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 73,321 | -6.76 | 20,893 | 122.90 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 4,392 | -2.66 | 1,252 | 132.96 | ||||
| 2025-07-25 | 13F | 赛普拉斯资本集团 | 2,208 | 0.00 | 629 | 139.16 | ||||
| 2025-08-25 | NP | MMBUX - MassMutual Select T. Rowe Price 中小盘混合基金 I 类 | 232 | 66 | ||||||
| 2025-07-17 | 13F | 帕利塞兹投资伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 圣山顾问有限责任公司 | 1,012 | 288 | ||||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 1,197 | 341 | ||||||
| 2025-08-15 | NP | RVPIX - 罗伊斯小型公司成长基金机构级 | 18,500 | 15.62 | 5,272 | 176.40 | ||||
| 2025-07-31 | 13F | 莱维尔投资管理公司 | 6,150 | 35.16 | 1,752 | 223.25 | ||||
| 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 | 5,965 | 1,062 | ||||||
| 2025-08-22 | NP | FVWSX - 富达系列机会主义洞察基金 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 | 900 | 256 | ||||||
| 2025-07-28 | 13F | 纽约州教师退休制度 | 17,267 | 0.00 | 5 | 100.00 | ||||
| 2025-08-19 | NP | Securian Funds Trust - SFT Ivy 小盘成长基金 | 4,626 | 22.22 | 1,318 | 192.24 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 1,676 | 1.58 | 478 | 143.37 | ||||
| 2025-08-08 | 13F | 西特纳纳尔逊有限公司 | 17,588 | 1.44 | 5,012 | 142.55 | ||||
| 2025-08-12 | 13F | 博克夫，那 | 900 | 0.00 | 256 | 139.25 | ||||
| 2025-08-27 | NP | 俄亥俄州国家基金公司 - ON Janus Henderson 风险投资组合 | 4,744 | 1.85 | 1,352 | 143.42 | ||||
| 2025-07-30 | 13F | 运河保险公司 | 70,000 | 0.00 | 20 | 137.50 | ||||
| 2025-07-09 | 13F | 拉德诺资本管理有限公司 | 7,434 | 24.23 | 2 | |||||
| 2025-07-28 | 13F | RFG 咨询有限责任公司 | 891 | 254 | ||||||
| 2025-07-28 | NP | ITWO - ProShares Russell 2000 高收益 ETF | 475 | -3.26 | 85 | 15.07 | ||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 3,202 | -17.73 | 912 | 96.98 | ||||
| 2025-08-29 | NP | JAEWX - 小盘股指数信托资产净值 | 5,392 | -0.13 | 1,536 | 138.88 | ||||
| 2025-08-01 | 13F | 火力资本管理有限公司 | 1,351 | 385 | ||||||
| 2025-08-29 | NP | EZM - WisdomTree 美国中型股基金 不适用 | 2,107 | -1.27 | 600 | 136.22 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 11,795 | -9.93 | 3,362 | 112.52 | ||||
| 2025-04-23 | 13F | 莫兰财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 白松资本有限公司 | 2,972 | 0.00 | 847 | 138.98 | ||||
| 2025-08-12 | 13F | EAM 投资者有限责任公司 | 23,428 | 6,676 | ||||||
| 2025-08-13 | 13F | 亚利桑那州退休系统 | 8,227 | 1.92 | 2,344 | 143.66 | ||||
| 2025-08-14 | 13F | 斯科特·马什金融有限责任公司 | 3,444 | 981 | ||||||
| 2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 920 | -2.13 | 262 | 133.93 | ||||
| 2025-08-05 | 13F | Tiaa 信托、全国协会 | 3,012 | 0.00 | 858 | 139.00 | ||||
| 2025-08-27 | NP | VHGEX - 先锋全球股票基金投资者股票 | 193,902 | -6.56 | 55,252 | 123.38 | ||||
| 2025-06-23 | NP | PPNMX - 小型股成长基金 I R-3 | 106,267 | 5.85 | 16,102 | -10.98 | ||||
| 2025-05-15 | 13F | 双树管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-06 | 13F | 汤普森·西格尔和沃姆斯利有限公司 | 8,000 | 2 | ||||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理小型股投资组合 1 级 | 932 | 3.10 | 266 | 147.66 | ||||
| 2025-08-13 | 13F | 北方信托公司 | 291,396 | -0.60 | 83,033 | 137.64 | ||||
| 2025-05-09 | 13F | 费尔菲尔德财务顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 维度美国核心股票 1 基金标准类别 | 1,264 | 0.00 | 360 | 140.00 | ||||
| 2025-07-24 | 13F | 福尔格·诺兰·弗莱明·道格拉斯资本管理公司 | 1,000 | 285 | ||||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL DFA 美国核心股票基金 | 414 | -37.37 | 118 | 50.00 | ||||
| 2025-06-18 | NP | RSEAX - 美国战略股票基金A类 | Short | -13,675 | 40.00 | -2,072 | 17.79 | |||
| 2025-07-31 | 13F | 奥本海默公司 | 3,923 | 71.99 | 1,118 | 312.18 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/dfa 美国核心股票基金 (a) | 1,034 | -19.60 | 295 | 92.16 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 5,508 | 11.86 | 1,570 | 167.75 | ||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 23,951 | -1.59 | 7 | 200.00 | ||||
| 2025-08-12 | 13F | 恒线顾问公司 | 66,210 | 5.15 | 18,867 | 151.38 | ||||
| 2025-08-08 | 13F | 财富四分卫有限责任公司 | 2,429 | -7.71 | 692 | 121.09 | ||||
| 2025-08-13 | 13F | 朱白财富管理集团有限责任公司 | 16 | -33.33 | 5 | 100.00 | ||||
| 2025-06-25 | NP | FIDU - 富达 MSCI 工业指数 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,722 | 1.07 | 1,019 | -15.03 | ||||
| 2025-08-14 | 13F | 麦格理集团有限公司 | 56,791 | 33.75 | 16,182 | 219.74 | ||||
| 2025-04-22 | 13F | 连接投资组合管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 美国银行 /de/ | Put | 127,700 | 36,388 | |||||
| 2025-06-27 | NP | DFEN - Direxion 每日航空航天与国防牛市 3 倍股票 | 5,413 | -15.78 | 820 | -29.13 | ||||
| 2025-08-04 | 13F | 汉兹金融服务公司 | 10 | 900.00 | 0 | |||||
| 2025-08-14 | 13F | 美国银行 /de/ | Call | 57,600 | 16,413 | |||||
| 2025-08-14 | 13F | 美国银行 /de/ | 64,301 | 18.84 | 18,323 | 184.15 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 159 | 5,200.00 | 45 | |||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | TIFF 投资计划 - TIFF 多元资产基金 | Short | -11,165 | 33.55 | -3,181 | 219.38 | |||
| 2025-08-18 | 13F | 卡斯尔拉克管理有限公司 | 29,652 | 8,449 | ||||||
| 2025-07-30 | 13F | 凤凰控股有限公司 | 800 | 228 | ||||||
| 2025-07-24 | 13F | 全面财富规划与管理有限公司 | 1,686 | 480 | ||||||
| 2025-08-11 | 13F | FineMark 国家银行和信托银行 | 757 | 216 | ||||||
| 2025-03-31 | NP | BIVIX - Invenomic 基金机构类别股票 | 0 | -100.00 | 0 | -100.00 | ||||
| 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 | 19,104 | 9.03 | 5,444 | 160.68 | ||||
| 2025-08-15 | 13F | 联合服务汽车协会 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 49,030 | 136.04 | 14 | 550.00 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 2,189 | -36.97 | 624 | 50.85 | ||||
| 2025-06-27 | NP | RSSL - Global X Russell 2000 ETF | 17,031 | 6.53 | 2,581 | -10.42 | ||||
| 2025-08-26 | NP | VVICX - Voya VACS 指数系列 SC 投资组合 | 1,976 | 6.47 | 563 | 154.75 | ||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank，美因河畔法兰克福 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | NP | DSMFX - 目的地中小型股票基金 I 类 | 7,148 | 844.25 | 1,273 | 1,025.66 | ||||
| 2025-08-11 | 13F | 独立顾问联盟 | 709 | 202 | ||||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 6,609 | -24.03 | 1,883 | 81.76 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 7,262 | 7.27 | 1,100 | -9.76 | ||||
| 2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 6 | 2 | ||||||
| 2025-08-14 | 13F | 舍布鲁克公园顾问有限公司 | 3,389 | 966 | ||||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 5,819 | -39.28 | 1,658 | 45.18 | ||||
| 2025-08-14 | 13F | 威廉姆斯琼斯财富管理有限责任公司。 | 3,080 | -24.29 | 878 | 81.20 | ||||
| 2025-08-26 | NP | NSIDX - 北方小盘股指数基金 | 13,061 | 1.86 | 3,722 | 143.52 | ||||
| 2025-08-13 | 13F | HAP 贸易有限公司 | Call | 5,000 | 324 | |||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 7,235 | 13.01 | 2,062 | 170.12 | ||||
| 2025-04-22 | 13F | 财务规划中心有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | NP | SCHK - 嘉信 1000 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 | 2,156 | 7.75 | 384 | 28.09 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 122 | 6.09 | 18 | -10.00 | ||||
| 2025-08-25 | NP | HISCX - 哈特福德小型股成长 Hls 基金 Ia | 24,434 | 6,962 | ||||||
| 2025-08-14 | 13F | 迈文证券有限公司 | Put | 1,000 | 285 | |||||
| 2025-08-15 | NP | SPWAX - 美国灯塔斯蒂芬斯小型股成长基金 A 类 | 32,541 | -13.57 | 9,273 | 106.64 | ||||
| 2025-08-27 | NP | HCEGX - 成长型股票投资组合 HC 战略股票 | 327 | 0.00 | 93 | 144.74 | ||||
| 2025-08-07 | 13F | 拉弗投资公司 | 2,000 | 570 | ||||||
| 2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 6,457 | 1.65 | 1,840 | 142.93 | ||||
| 2025-08-26 | NP | Profunds - Profunds 小型股副总裁 | 65 | 3.17 | 19 | 157.14 | ||||
| 2025-06-25 | NP | HSPGX - Emerald Growth 基金 A 类 | 85,328 | 7.94 | 12,929 | -9.22 | ||||
| 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 | 633 | 9.90 | 180 | 164.71 | ||||
| 2025-04-24 | 13F | 运河保险公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-04-17 | 13F | 福格尔资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 利桑蒂资本成长有限责任公司 | 10,315 | 2,939 | ||||||
| 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 | 5,232 | 24.93 | 1,491 | 198.60 | ||||
| 2025-06-30 | NP | TRFM - AAM 变形金刚 ETF | 1,283 | 29.20 | 194 | 8.99 | ||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 896 | 255 | ||||||
| 2025-08-27 | NP | JNL 系列信托 - JNL 小盘股指数基金 (I) | 48,225 | -1.37 | 13,742 | 135.82 | ||||
| 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 | 94 | 0.00 | 27 | 136.36 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 18,468 | 8.99 | 2,798 | -8.32 | ||||
| 2025-07-29 | NP | SFYX - SoFi Next 500 ETF | 187 | 33 | ||||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 45,403 | 16.84 | 12,938 | 179.36 | ||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 2 | 1 | ||||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 51 | 13.33 | 15 | 180.00 | ||||
| 2025-03-26 | NP | TSMOX - TIAA-CREF 量化小型/中型股票基金退休类别 | 19,590 | 206.00 | 3,529 | 208.75 | ||||
| 2025-08-05 | 13F | Versor投资有限公司 | 1,467 | 418 | ||||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 工业部门基金 (A) | 1,747 | 3.19 | 498 | 147.26 | ||||
| 2025-08-14 | 13F | 莱加托资本管理有限公司 | 1,745 | 497 | ||||||
| 2025-04-25 | NP | FDGRX - 富达成长公司基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 31,773 | -42.71 | 4,754 | -55.94 | ||||
| 2025-08-13 | 13F | BCJ 资本管理有限公司 | 9,753 | 2,779 | ||||||
| 2025-05-06 | 13F | 文丘里财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 9,692 | -69.32 | 3 | -33.33 | ||||
| 2025-06-25 | NP | EFCAX - Emerald Insights 基金 A 类 | 1,529 | -10.85 | 232 | -25.00 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Call | 17,200 | -4.97 | 4,901 | 127.21 | |||
| 2025-07-10 | 13F | 克莱尔市场投资有限公司 | 2,286 | 9.17 | 651 | 161.45 | ||||
| 2025-08-28 | NP | Lord Abbett SERIES FUND INC - 发展增长投资组合 VC 级 | 1,932 | -60.87 | 551 | -44.44 | ||||
| 2025-08-04 | 13F | 创意金融设计公司 /adv | 5 | 0.00 | 1 | |||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 3,502 | 998 | ||||||
| 2025-08-13 | 13F | 资本分析师公司 | 26 | 0.00 | 0 | |||||
| 2025-07-24 | 13F | 卡森艾拉利亚财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Arrowpoint 投资伙伴（新加坡）私人有限公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 468 | 3.08 | 133 | 146.30 | ||||
| 2025-04-10 | 13F | 诚实资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 贝叶斯资本管理有限合伙人 | 7,313 | 2,084 | ||||||
| 2025-08-13 | 13F | M&T银行公司 | 6,885 | 16.81 | 1,962 | 179.34 | ||||
| 2025-08-26 | NP | SCRSX - 小型股核心投资组合 SCB 类别 | 17,510 | 0.00 | 4,989 | 139.05 | ||||
| 2025-06-30 | NP | YOVAX - YORKTOWN 小型股基金 A 类 | 1,994 | 0.00 | 302 | -15.88 | ||||
| 2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 56 | 86.67 | 16 | 400.00 | ||||
| 2025-08-14 | 13F | 本杰明·爱德华兹公司 | 3,169 | 5.67 | 903 | 152.94 | ||||
| 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 | 25,463 | 0.00 | 3,858 | -15.89 | ||||
| 2025-07-22 | 13F | 中吴投资集团有限公司 | 2,400 | 684 | ||||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 205 | -15.98 | 58 | 100.00 | ||||
| 2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | RBB FUND, INC. - 阿达拉小型公司基金 | 1,433 | 0.00 | 255 | 19.16 | ||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 83 | -19.42 | 24 | 91.67 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL 多管理人小型股成长基金 (A) | 9,222 | -37.44 | 2,628 | 49.60 | ||||
| 2025-08-13 | 13F | Westerkirk资本公司 | 1,687 | 481 | ||||||
| 2025-06-26 | NP | Voya 优惠利率信托 | Short | -1,735 | -0.00 | -263 | -16.03 | |||
| 2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 33 | 0.00 | 9 | 200.00 | ||||
| 2025-08-06 | 13F | 贝利·吉福德公司 | 1,938,698 | -2.09 | 552,432 | 134.07 | ||||
| 2025-08-14 | 13F | 金融网络财富顾问有限责任公司 | 12 | 0.00 | 3 | 200.00 |
