机构投资人持股和股东
Box, Inc. (US:BOX) 有 805 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 191,559,271 股股票。 最大股东包括 BlackRock, Inc., Vanguard Group Inc, IJR - iShares Core S&P Small-Cap ETF, UBS Group AG, Earnest Partners Llc, State Street Corp, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Arrowstreet Capital, Limited Partnership, Acadian Asset Management Llc, and Bank Of America Corp /de/ .
Box, Inc. (NYSE:BOX)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 32.77 / share. Previously, on September 9, 2024, the share price was 32.53 / share. This represents an increase of 0.74% 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。
Upgrade to unlock premium data.
13F和NPORT备案
.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 943 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | 创意策划 | 39,251 | 84.27 | 1,341 | 104.11 | ||||
| 2025-04-24 | 13F | 马蒂斯资本 | 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 | 44,116 | 75.73 | 1,377 | 64.32 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL 小盘股指数基金 (I) | 248,907 | -0.75 | 8,505 | 9.90 | ||||
| 2025-08-26 | NP | Profunds - Profund 小盘成长股副总裁 | 3,321 | 3.01 | 113 | 14.14 | ||||
| 2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 20,691 | 3.58 | 707 | 14.77 | ||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 1,214 | 19.02 | 46 | 36.36 | ||||
| 2025-06-25 | NP | FDND - FT Vest 道琼斯互联网和目标收入 ETF | 436 | 98.18 | 14 | 85.71 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 9,728 | 0.00 | 332 | 10.67 | ||||
| 2025-05-16 | NP | 全国可变保险信托 - NVIT GS 小盘股票洞察基金 Y 级 | 16,373 | 60.13 | 505 | 56.35 | ||||
| 2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 100,823 | 27.59 | 3,445 | 41.30 | ||||
| 2025-08-13 | 13F | 阿蒙迪 | 145,877 | -7.34 | 4,788 | -2.15 | ||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 215 | 16.22 | 7 | 40.00 | ||||
| 2025-06-24 | NP | JPSE - 摩根大通多元化回报美国小盘股 ETF | 27,867 | 870 | ||||||
| 2025-08-08 | 13F | 华盛顿信托公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 56,535 | -0.38 | 1,932 | 10.28 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 信息技术行业基金 (A) | 199,690 | 43.46 | 6,823 | 58.86 | ||||
| 2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 3,493 | 16.86 | 118 | 25.81 | ||||
| 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 | 486,093 | -1.16 | 18,384 | 14.31 | ||||
| 2025-08-14 | 13F | Xponance公司 | 12,787 | -14.92 | 437 | -5.83 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 34,749 | -47.45 | 1,187 | -41.81 | ||||
| 2025-08-08 | 13F | 木星资产管理有限公司 | 748,507 | -2.49 | 25,576 | 7.97 | ||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 30 | 1 | ||||||
| 2025-08-26 | NP | TQSMX - T. Rowe Price QM 美国中小盘核心股票基金 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 | 21,269 | -46.73 | 727 | -41.07 | ||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 398,040 | 0.00 | 13,601 | 10.73 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 4,957 | 19.88 | 169 | 33.07 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 32 | 1 | ||||||
| 2025-06-27 | NP | PNQI - 景顺纳斯达克互联网 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 | 31,343 | -7.56 | 979 | -13.60 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 26 | 100.00 | 1 | |||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - Invesco 小型股成长投资组合 A 类 | 105,042 | 3,589 | ||||||
| 2025-09-03 | NP | MMNIX - 米勒市场中性收入基金 I 类 | Short | -23,000 | -738 | |||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 136,066 | 643.73 | 4,649 | 724.29 | ||||
| 2025-08-08 | 13F | Mv 资本管理公司 | 7 | 0.00 | 0 | |||||
| 2025-05-15 | 13F | 舍布鲁克公园顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 613,721 | 28.44 | 20,971 | 42.22 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳基本投资有限公司 | 6,700 | -90.93 | 229 | -89.99 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 20,011 | 4.47 | 684 | 15.57 | ||||
| 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 | 26,988 | 17.22 | 843 | 9.64 | ||||
| 2025-08-27 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 5,976 | -26.06 | 204 | -18.07 | ||||
| 2025-07-29 | NP | VITAX - 先锋信息技术指数基金 Admiral Shares | 2,932,837 | 2.39 | 110,920 | 18.42 | ||||
| 2025-07-15 | 13F | 第五第三银行 | 47,344 | -3.48 | 1,618 | 6.87 | ||||
| 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 | 5,045 | -5.77 | 172 | 4.24 | ||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - ON BlackRock Advantage Small Cap Growth Portfolio | 23,805 | 6.36 | 813 | 17.83 | ||||
| 2025-08-12 | 13F | 希尔斯代尔投资管理公司 | 211,350 | 14.09 | 7,222 | 26.33 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica T. Rowe Price 小盘股副总裁初始 | 49,582 | 0.00 | 1,694 | 10.72 | ||||
| 2025-08-14 | 13F | Fieldview 资本管理有限公司 | 12,480 | 426 | ||||||
| 2025-08-13 | 13F | 福拉资本有限责任公司 | 25,844 | 883 | ||||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 2,026,650 | 32.82 | 69,251 | 47.07 | ||||
| 2025-08-26 | NP | OGGFX - 摩根大通小盘成长基金 I 类 | 818,361 | 0.54 | 27,963 | 11.33 | ||||
| 2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 52,199 | -4.70 | 1,784 | 5.50 | ||||
| 2025-05-22 | NP | ROUS - Hartford 多因子美国股票 ETF | 42,617 | 908.93 | 1,315 | 1,084.68 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理小型股投资组合 1 级 | 35,462 | -3.58 | 1,212 | 6.79 | ||||
| 2025-08-13 | 13F | Nearwater资本市场有限公司 | 300,000 | 10,251 | ||||||
| 2025-06-26 | NP | PBAIX - 贝莱德战术机会基金机构 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 | 14,342 | 66.15 | 448 | 55.21 | ||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 54,131 | 12.94 | 1,850 | 25.02 | ||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 11 | -35.29 | 0 | |||||
| 2025-07-24 | 13F | 美国合众银行\de\ | Put | 50 | 0 | |||||
| 2025-08-14 | 13F | RGM资本有限责任公司 | 3,111,648 | -17.02 | 106,325 | -8.12 | ||||
| 2025-08-27 | NP | VISGX - 先锋小盘成长指数基金投资者股票 | 1,866,828 | -2.30 | 63,790 | 8.17 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 小盘股票投资组合 I 类 | 2,349 | 80 | ||||||
| 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 | 181,852 | -39.43 | 6,214 | -32.94 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 8,960 | 9.91 | 306 | 21.91 | ||||
| 2025-07-29 | NP | SIXS - 6 Meridian 小盘股 ETF | 32,634 | 1.16 | 1,234 | 17.08 | ||||
| 2025-08-27 | NP | BBGSX - Bridge Builder 中小型股成长基金 | 275,665 | -6.47 | 9,419 | 3.56 | ||||
| 2025-05-14 | 13F | 斑眼贸易有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 法灵顿资本有限公司 | 6,734 | 230 | ||||||
| 2025-07-23 | NP | CFSSX-专栏小盘精选基金 | 43,883 | 13.68 | 1,660 | 31.46 | ||||
| 2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 30,326 | -0.94 | 1,147 | 14.49 | ||||
| 2025-08-26 | NP | 北方基金 - 北方小盘核心基金 K 类 | 19,157 | -5.54 | 655 | 4.64 | ||||
| 2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | 富达财富管理 | 6 | 0.00 | 0 | |||||
| 2025-08-15 | 13F | 田纳西州财政部 | 70,446 | 5.62 | 2,407 | 16.96 | ||||
| 2025-06-25 | NP | ISCB - iShares 晨星小型股 ETF | 7,204 | 5.89 | 225 | -1.32 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 8 | 300.00 | 0 | |||||
| 2025-06-25 | NP | FTEC - 富达 MSCI 信息技术指数 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 | 379,485 | -1.37 | 11,848 | -7.78 | ||||
| 2025-06-27 | NP | PCSGX - PACE 中小型共同成长股权投资 P 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-29 | NP | CSA - VictoryShares 美国小盘股波动性 Wtd ETF | 2,074 | -15.03 | 64 | -16.88 | ||||
| 2025-08-14 | 13F | 少林资本管理有限公司 | 70,927 | 30.91 | 2,424 | 45.00 | ||||
| 2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-20 | NP | ADANX - AQR 多元化套利基金 N 级 | Short | -143,731 | 223.93 | -4,911 | 250.29 | |||
| 2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 11 | 0 | ||||||
| 2025-08-26 | NP | IRSIX - Voya Russell™ 小盘股指数投资组合 ADV 级 | 28,222 | 0.28 | 964 | 11.06 | ||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 66 | 0.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 38,872 | 10.94 | 1,328 | 22.85 | ||||
| 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 | 46,827 | -9.12 | 1,600 | 0.63 | ||||
| 2025-08-27 | NP | OASGX - 最佳中小盘成长基金A类 | 134,100 | -12.92 | 4,582 | -3.58 | ||||
| 2025-07-23 | NP | CFSLX - 专栏小型股基金 | 7,577 | 5.41 | 287 | 21.70 | ||||
| 2025-07-29 | NP | VIOG - Vanguard S&P Small-Cap 600 Growth Index Fund ETF 股票 | 173,267 | -6.76 | 6,553 | 7.83 | ||||
| 2025-08-14 | 13F | 字幕管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 171,530 | 6.64 | 5,355 | -0.28 | ||||
| 2025-07-29 | NP | SLPAX - Siit 小盘基金 - A 类 | 11,866 | 93.89 | 449 | 124.00 | ||||
| 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 | 42,942 | 2.75 | 1,341 | -3.94 | ||||
| 2025-07-21 | 13F | 凭证 Qtrade 证券公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 27 | 1 | ||||||
| 2025-07-07 | 13F | 西联银行 | 81,254 | 0.00 | 2,776 | 10.73 | ||||
| 2025-08-28 | NP | RSEGX - Victory RS 小盘成长基金 A 类 | 137,270 | -17.13 | 4,691 | -8.24 | ||||
| 2025-05-22 | NP | HLGE - 哈特福德长寿经济 ETF | 663 | 0.00 | 20 | 0.00 | ||||
| 2025-08-27 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 3,082 | 11.42 | 105 | 34.62 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 22,483 | 5.76 | 702 | -1.13 | ||||
| 2025-08-14 | 13F | Globeflex资本有限公司 | 3,844 | 0.00 | 131 | 11.02 | ||||
| 2025-08-28 | NP | IWM - iShares Russell 2000 ETF | 3,479,341 | -6.91 | 118,889 | 3.07 | ||||
| 2025-06-30 | NP | CSMVX - 国会小盘成长基金零售类别 | 1,075,000 | 0.00 | 33,562 | -6.50 | ||||
| 2025-08-27 | NP | BBVSX - Bridge Builder 中小盘价值基金 | 15,039 | 514 | ||||||
| 2025-05-13 | 13F | 瑞银集团 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 3,700 | 0.00 | 126 | 10.53 | |||
| 2025-06-05 | NP | GTAPX - 定量美国多头/空头股票投资组合 | 7,100 | 0.00 | 222 | -6.75 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 27,482 | -35.15 | 939 | -28.16 | ||||
| 2025-08-11 | 13F | 海克斯康资本合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 11,950 | -88.64 | 408 | -87.43 | ||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 1,046,066 | 1.11 | 36 | 12.90 | ||||
| 2025-05-20 | NP | RIFAX - 美国战略股票基金 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 5 | 0.00 | 0 | |||||
| 2025-07-25 | NP | NMSAX - 哥伦比亚小型股指数基金 A 类 | 273,881 | -5.22 | 10,358 | 9.62 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 20,878 | -2.09 | 713 | 8.36 | ||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 1,583 | 0.00 | 0 | |||||
| 2025-04-23 | 13F | 佩里贡财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Campbell & CO 投资顾问有限责任公司 | 117,065 | 4,000 | ||||||
| 2025-08-06 | 13F | 联邦股权服务有限公司 | 29,393 | -1.28 | 1 | |||||
| 2025-05-30 | NP | DTSGX - 小型公司成长投资组合投资类别 | 2,327 | -29.70 | 72 | -31.73 | ||||
| 2025-08-22 | NP | SZCAX - DWS小盘核心基金A级 | 275,000 | 0.00 | 9,397 | 10.72 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/摩根士丹利小型股成长投资组合 IB 级 | 17,719 | -18.37 | 605 | -9.57 | ||||
| 2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 6 | 0 | ||||||
| 2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 83,585 | 1.72 | 2,856 | 12.66 | ||||
| 2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 特鲁投资资本有限公司 | 5,663 | -9.41 | 194 | 0.52 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通全球股票投资组合 1 级 | 20,527 | 5.22 | 641 | -1.69 | ||||
| 2025-07-15 | 13F | 马瑟集团有限责任公司。 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/invesco 小盘成长基金 (a) | 202,001 | 6,902 | ||||||
| 2025-08-26 | NP | Profunds - Profunds 小型股副总裁 | 321 | 0.94 | 11 | 11.11 | ||||
| 2025-08-14 | 13F | 亚里士多德资本波士顿有限责任公司 | 904,082 | -7.21 | 30,892 | 2.75 | ||||
| 2025-05-20 | 13F | 柏拉图投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | RYWAX - S&P SmallCap 600 纯增长基金 H 类 | 343 | -10.91 | 12 | 0.00 | ||||
| 2025-06-26 | NP | JHSC - 约翰汉考克多因素小盘股 ETF | 26,788 | -30.36 | 836 | -16.32 | ||||
| 2025-08-28 | NP | GMSMX - GuideMark(R) 中小盘核心基金服务股票 | 3,874 | 0.00 | 132 | 10.92 | ||||
| 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 | 280 | -6.35 | 10 | 0.00 | ||||
| 2025-05-02 | 13F | Cornercap投资顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Russell 中小型股指数基金投资者 A | 19,222 | 10.09 | 600 | 3.09 | ||||
| 2025-08-15 | 13F | 联合服务汽车协会 | 0 | -100.00 | 0 | |||||
| 2025-06-23 | NP | SGPIX - 小盘成长型深度投资者类别 | 874 | -1.24 | 27 | -6.90 | ||||
| 2025-08-14 | 13F | 哈德逊湾资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | NCGFX - 新约成长基金 | 539 | 0.00 | 18 | 12.50 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 33 | 1 | ||||||
| 2025-06-26 | NP | NUSC - Nuveen ESG 小盘股 ETF | 19,860 | -1.06 | 620 | -7.46 | ||||
| 2025-08-14 | 13F | 德肖公司 | 1,276,386 | -15.47 | 43,614 | -6.41 | ||||
| 2025-07-31 | 13F | 格拉斯雅各布森投资顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 德肖公司 | Call | 33,600 | 1,148 | |||||
| 2025-08-14 | 13F | 美国银行 /de/ | 3,750,019 | 0.76 | 128,138 | 11.56 | ||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | 55,643 | -5.02 | 1,901 | 5.20 | ||||
| 2025-08-13 | 13F | 柏瑞投资有限公司 | 182,835 | -16.73 | 6,247 | -7.79 | ||||
| 2025-08-14 | 13F | 采石场LP | 3,453 | 118 | ||||||
| 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 | 21,322 | -0.91 | 806 | 14.65 | ||||
| 2025-08-12 | 13F | 皮克顿马奥尼资产管理公司 | 34 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | 海德兰兹技术有限责任公司 | 14,730 | 503 | ||||||
| 2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 37,115 | -0.77 | 1,268 | 9.88 | ||||
| 2025-08-26 | NP | Profunds - Profunds 互联网副总裁 | 865 | 5.10 | 30 | 16.00 | ||||
| 2025-08-27 | NP | ARBOX - 绝对可转换套利基金投资者股份 | Short | -262,729 | 11.43 | -8,977 | 23.38 | |||
| 2025-05-14 | 13F | 布里奇沃特合伙人有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-15 | 13F | 加拿大皇家银行 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-04 | 13F | 资产标记公司 | 76 | 192.31 | 3 | |||||
| 2025-08-06 | 13F | 金州财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | 埃勒昆资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | MSSM - 摩根士丹利 Pathway 中小型股 ETF | 22,910 | 13.28 | 866 | 31.01 | ||||
| 2025-06-24 | NP | BBMC - 摩根大通 BetaBuilders 美国中型股票 ETF | 70,242 | -1.39 | 2,193 | -7.82 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - PD 小盘成长指数投资组合 P 类 | 3,705 | -50.09 | 127 | -44.98 | ||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 小型增长系列 | 7,176 | -2.07 | 245 | 8.41 | ||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 28,422 | -3.10 | 971 | 7.29 | ||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 50,986 | 12.82 | 1,742 | 24.96 | ||||
| 2025-08-12 | 13F | 熵技术有限公司 | 31,564 | 1,079 | ||||||
| 2025-07-29 | NP | VRTTX - Vanguard Russell 3000 指数基金机构股票 | 11,153 | 5.15 | 422 | 21.68 | ||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 452,582 | 15 | ||||||
| 2025-08-25 | NP | SKYY - 第一信托云计算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 | 589,632 | -18.16 | 20,148 | -9.39 | ||||
| 2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | BBTSX - Bridge Builder 税务管理中小型股基金 | 5,269 | 0.00 | 180 | 11.11 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 21,587 | 738 | ||||||
| 2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert VP Russell 2000 小型股指数投资组合 - I 类 | 14,343 | 0.00 | 490 | 10.86 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 133 | 0.00 | 5 | 0.00 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Advantage 美国总市场 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 | 8,279 | -37.61 | 283 | -31.05 | ||||
| 2025-08-14 | 13F | 二十英亩资本有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 4,765 | -43.42 | 163 | -37.45 | ||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 1,198,788 | -12.92 | 40,963 | -3.58 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | 662,148 | 22,626 | ||||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL 小盘股指数基金 2 级 | 46,505 | -0.63 | 1,589 | 10.04 | ||||
| 2025-06-24 | NP | TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 | 4,582 | -1.25 | 143 | -7.14 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 小盘股指数投资组合 A 类 | 106,482 | 0.88 | 3,638 | 11.70 | ||||
| 2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 14,514 | 0.00 | 0 | |||||
| 2025-07-14 | 13F | 西方资产管理有限责任公司 | 8,469 | -12.78 | 289 | -3.34 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 359,260 | -19.20 | 12 | -7.69 | ||||
| 2025-06-30 | NP | VMNVX - 先锋全球最低波动性基金 Admiral Shares | 20,985 | 655 | ||||||
| 2025-04-24 | NP | BMSFX - MFS 混合研究中型股票基金 A | 128,086 | 33.48 | 4,188 | 24.38 | ||||
| 2025-08-14 | 13F | 阿德斯利咨询合作伙伴有限公司 | 47,500 | 97.92 | 1,623 | 119.32 | ||||
| 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 | 784,078 | 0.19 | 29,654 | 15.88 | ||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 32,286 | -5.15 | 1,103 | 5.05 | ||||
| 2025-08-25 | NP | QWVOX - Clearwater 小公司基金 | 7,056 | 67.20 | 241 | 67.36 | ||||
| 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 | 568 | 6.77 | 19 | 18.75 | ||||
| 2025-07-25 | NP | DCCAX - 特拉华小盘核心基金 A 类 | 973,127 | -13.08 | 36,804 | 0.53 | ||||
| 2025-08-28 | NP | ARABX - 亚里士多德小型股票基金 II A 类 | 63,634 | -10.85 | 2,174 | -1.27 | ||||
| 2025-07-17 | 13F | 沃尔夫维斯马加纳有限责任公司 | 259 | 0.00 | 9 | 14.29 | ||||
| 2025-08-14 | 13F | 阿德斯利咨询合作伙伴有限公司 | Call | 50,000 | 1,708 | |||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 1,600 | 0 | ||||||
| 2025-08-19 | NP | RIFBX - 美国小型股票基金 | 5,423 | -31.04 | 185 | -23.55 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 27,438 | -0.24 | 938 | 10.50 | ||||
| 2025-08-01 | 13F | 贝西默集团公司 | 4,329 | 0.84 | 0 | |||||
| 2025-08-29 | NP | JAEWX - 小盘股指数信托资产净值 | 26,758 | -0.76 | 914 | 9.86 | ||||
| 2025-07-29 | NP | JSTC - Adasina 社会正义全盘全球 ETF | 2,479 | 16.99 | 94 | 34.78 | ||||
| 2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 新泽西州共同养老基金 D | 60,251 | 3.75 | 2,059 | 14.84 | ||||
| 2025-08-28 | NP | OBSOX - Oberweis 小盘股机会基金投资者类别 | 632,800 | 5.98 | 21,623 | 17.35 | ||||
| 2025-08-14 | 13F | Aster 资本管理（DIFC）有限公司 | 1,603 | -81.13 | 55 | -80.51 | ||||
| 2025-08-07 | 13F | 深刻顾问有限公司 | 12,833 | -14.89 | 439 | -5.81 | ||||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 686,740 | 169.70 | 23,466 | 209.32 | ||||
| 2025-08-19 | 13F | 怀俄明州 | 9,942 | 68.85 | 340 | 87.29 | ||||
| 2025-08-28 | NP | SPWIX - Simt 小盘成长基金 I 类 | 12,300 | 9.32 | 420 | 54.41 | ||||
| 2025-05-15 | 13F | 柏图斯信托公司 (LTA) | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 169,775 | 2.47 | 5,801 | 13.48 | ||||
| 2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 78,006 | -4.81 | 2,665 | 5.42 | ||||
| 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 | 69,576 | 1.84 | 2,377 | 12.76 | ||||
| 2025-08-27 | NP | IYSYX - 常春藤小盘核心基金 Y 级 | 51,305 | -1.41 | 1,753 | 9.22 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | 1,164,773 | 8.84 | 39,800 | 20.51 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 3,346,923 | 0.99 | 114,379 | 11.81 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 64,825 | 2,024 | ||||||
| 2025-06-26 | NP | DFAS - 维度美国小型股 ETF | 453,416 | -3.50 | 14,156 | -9.77 | ||||
| 2025-04-28 | NP | VUSE - Vident 核心美国股票基金 | 104,368 | 6.97 | 3,413 | -0.32 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 563 | 17 | ||||||
| 2025-08-22 | NP | CVMC - Calvert 美国中盘核心责任指数 ETF | 1,099 | 13.07 | 38 | 37.04 | ||||
| 2025-06-18 | NP | GMRAX - 全国小盘指数基金 A 类 | 12,185 | 0.07 | 380 | -6.40 | ||||
| 2025-08-15 | 13F | 财富合作有限责任公司 | 147 | 0.00 | 5 | 25.00 | ||||
| 2025-08-05 | 13F | 纽约梅隆银行 | 1,312,283 | 2.57 | 44,841 | 13.57 | ||||
| 2025-08-26 | NP | 简化交易所交易基金 - 简化派珀桑德勒小型股 ETF | 446 | 15 | ||||||
| 2025-08-26 | NP | JDSCX - 摩根大通小型股混合基金 I 类 | 184,240 | -1.38 | 6,295 | 9.21 | ||||
| 2025-08-27 | NP | RYMKX - 罗素 2000 1.5 倍策略基金 H 级 | 197 | 0.51 | 7 | 0.00 | ||||
| 2025-08-21 | NP | MXMTX - Great-West 小盘成长基金投资者类别 | 78,926 | -0.41 | 2,697 | 10.27 | ||||
| 2025-05-28 | NP | LEOIX - Lazard 增强机会投资组合机构股票 | 249 | 8 | ||||||
| 2025-08-06 | 13F | 彭塞拉资本管理有限公司 | 73,744 | 3 | ||||||
| 2025-08-11 | 13F | 五大湖顾问有限公司 | 26,868 | -8.29 | 918 | 1.55 | ||||
| 2025-04-29 | NP | SSMAX - Siit 中小盘股票基金 - A 类 | 34,260 | -20.43 | 1,120 | 1.63 | ||||
| 2025-08-14 | 13F | Numerai GP 有限责任公司 | 135,303 | 10.67 | 4,623 | 22.56 | ||||
| 2025-08-14 | 13F | 桥前资本有限责任公司 | 10,771 | 368 | ||||||
| 2025-06-11 | NP | KTCIX - DWS科技基金机构班 | 378,338 | -41.60 | 11,812 | -45.39 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/小型公司指数投资组合 IB 类 | 79,090 | 0.00 | 2,703 | 10.74 | ||||
| 2025-08-14 | 13F | 里格斯资产管理有限公司 | 25 | 0.00 | 1 | |||||
| 2025-08-11 | 13F | 花旗集团 | 223,457 | -46.18 | 7,636 | -40.40 | ||||
| 2025-08-28 | NP | Amplify ETF Trust - Amplify Etho 气候领导力美国 ETF | 14,776 | -25.48 | 505 | -17.51 | ||||
| 2025-04-28 | NP | MPAY - Akros 每月支付 ETF | 566 | 19 | ||||||
| 2025-08-13 | 13F | 正交资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者美国小型股管理式 ETF | 1,472 | 60.00 | 46 | 50.00 | ||||
| 2025-07-30 | NP | CLOU - Global X 云计算 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 412,297 | 2.35 | 15,593 | 18.38 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | 16,740 | 572 | ||||||
| 2025-06-27 | NP | PASIX - PACE 另类策略投资 A 类 | 154 | 5 | ||||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 3 | 0 | ||||||
| 2025-08-22 | NP | FCLD - 富达云计算 ETF | 33,998 | -1.52 | 1,162 | 9.01 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 174 | 2.96 | 5 | 0.00 | ||||
| 2025-08-12 | 13F | CenterBook 合作伙伴有限责任公司 | 48,892 | -40.71 | 1,671 | -34.36 | ||||
| 2025-08-14 | 13F | 阿尔格特全球有限公司 | 49,026 | 44.17 | 2 | 0.00 | ||||
| 2025-07-28 | NP | UWM - ProShares Ultra Russell2000 | 14,048 | -18.72 | 531 | -6.02 | ||||
| 2025-07-25 | NP | WSML - iShares MSCI 全球小型股 ETF | 8,281 | 313 | ||||||
| 2025-07-16 | 13F | PFS 合作伙伴有限责任公司 | 126 | 4 | ||||||
| 2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP Eagle 小型股成长投资组合初始类别 | 121,983 | 5.01 | 4,168 | 16.29 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 39,029 | 40.35 | 1,218 | 31.25 | ||||
| 2025-08-14 | 13F | 野村控股公司 | 1,005,954 | 34,373 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/普通股指数投资组合 IA 级 | 9,300 | -57.92 | 318 | -53.52 | ||||
| 2025-03-27 | NP | TMAAX - Thrivent 适度激进配置基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-03-27 | NP | TCAAX - Thrivent 适度保守配置基金 A 类 | 0 | -100.00 | 0 | |||||
| 2025-03-27 | NP | THMAX - Thrivent适度配置基金A类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-29 | NP | WCLD - WisdomTree 云计算基金 N/A | 174,633 | -13.94 | 5,967 | -4.71 | ||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 24,219 | 2.06 | 828 | 12.98 | ||||
| 2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 662,993 | -17.49 | 22,654 | -8.64 | ||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 1,810 | 79.21 | 62 | 96.77 | ||||
| 2025-03-27 | NP | AALGX - Thrivent 全球股票基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 民兵资本合伙公司 | 30,000 | 1,025 | ||||||
| 2025-03-27 | NP | TAAAX - Thrivent 积极配置基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | NP | VRTGX - Vanguard Russell 2000 增长指数基金机构股票 | 123,028 | -4.81 | 4,653 | 10.08 | ||||
| 2025-05-22 | NP | HQGO - 哈特福德美国质量增长 ETF | 4,362 | 215.40 | 135 | 272.22 | ||||
| 2025-08-14 | 13F | DC投资管理有限责任公司 | 15,664 | 0.00 | 535 | 10.77 | ||||
| 2025-07-31 | 13F | 史密斯集团资产管理有限责任公司 | 18,716 | 0.00 | 640 | 10.75 | ||||
| 2025-05-30 | NP | 新时代阿尔法基金信托 - NAA 机会基金 C 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 17,321 | -44.57 | 592 | -38.69 | ||||
| 2025-08-25 | NP | FAI - First Trust Bloomberg 人工智能 ETF | 811 | 8.28 | 28 | 17.39 | ||||
| 2025-05-08 | 13F | 嘉实基金管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 34,438 | -22.28 | 1,177 | -13.97 | ||||
| 2025-07-28 | NP | URTY - ProShares UltraPro Russell2000 | 10,298 | -28.46 | 389 | -17.23 | ||||
| 2025-08-01 | 13F | 摩根罗塞尔财富管理有限责任公司 | 1,000 | 0.00 | 34 | 13.33 | ||||
| 2025-07-08 | 13F | 上升顾问有限责任公司 | 269 | 0.00 | 9 | 12.50 | ||||
| 2025-06-23 | NP | UAPIX - 超小盘深度投资者类别 | 1,440 | -29.82 | 45 | -35.29 | ||||
| 2025-08-28 | NP | TMMAX - SIMT 税收管理波动性基金 F 级 | 3,101 | 106 | ||||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 949,685 | 110.50 | 32,451 | 133.08 | ||||
| 2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 159,480 | 28.43 | 5,449 | 42.20 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 49,200 | 1,681 | |||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 83,000 | 2,836 | |||||
| 2025-07-23 | 13F | 路易斯安那州雇员退休制度 | 67,700 | 0.00 | 2,313 | 10.72 | ||||
| 2025-08-11 | 13F | 综合量化投资有限责任公司 | 42,553 | -5.02 | 1,454 | 5.21 | ||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 49 | 2 | ||||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 64 | 100.00 | 2 | |||||
| 2025-07-29 | NP | SECAX - SIIT 小盘 II 基金 - A 类 | 9,380 | 355 | ||||||
| 2025-07-25 | NP | UCAGX - 基石积极基金 | 3,191 | -10.26 | 121 | 3.45 | ||||
| 2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 33,002 | 0.30 | 1,128 | 11.03 | ||||
| 2025-06-23 | NP | INPIX - 互联网超行业深度投资者类别 | 5,123 | -29.98 | 160 | -34.84 | ||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 6,376 | 204 | ||||||
| 2025-08-14 | 13F | 加州教师退休制度 | 132,261 | 0.00 | 4,519 | 10.73 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | Call | 3 | 2 | |||||
| 2025-05-12 | 13F | 桑迪泉银行 | 175 | 0.00 | 5 | 0.00 | ||||
| 2025-08-26 | NP | JSCSX - 摩根大通美国小公司基金 I 类 | 102,042 | -11.00 | 3,487 | -1.47 | ||||
| 2025-05-01 | 13F | 价值财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 11,635 | 1.90 | 398 | 12.78 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 41,131 | -8.98 | 1,405 | 0.79 | ||||
| 2025-08-14 | 13F | 曼氏集团 | 384,309 | -17.21 | 13,132 | -8.33 | ||||
| 2025-07-25 | 13F | 海明顿财富管理 | 148 | -1.33 | 0 | |||||
| 2025-08-28 | NP | IGV - iShares 扩展科技软件板块 ETF | 548,569 | 1.83 | 18,745 | 12.76 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 1,197 | 26.53 | 0 | |||||
| 2025-08-12 | 13F | Trexquant 投资有限责任公司 | 90,452 | -45.16 | 3,091 | -39.28 | ||||
| 2025-05-15 | 13F | 视差波动率顾问公司，有限合伙人 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 955,286 | 38.11 | 32,637 | 53.04 | ||||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 两个 Sigma 顾问，有限合伙人 | 2,182,700 | 39.47 | 74,583 | 54.43 | ||||
| 2025-08-06 | 13F | 峰会溪顾问有限责任公司 | 215,113 | -4.20 | 7,350 | 6.08 | ||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 69,181 | -7.29 | 2,364 | 2.65 | ||||
| 2025-08-14 | 13F | 奥伯维斯资产管理公司/ | 653,920 | 9.52 | 22,344 | 21.26 | ||||
| 2025-07-18 | 13F | Centricity 财富管理有限公司 | 200 | 0.00 | 7 | 0.00 | ||||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 13 | -99.78 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 21,674 | -5.50 | 741 | 4.67 | ||||
| 2025-08-14 | 13F | 工程师 门经理 LP | 155,213 | 5,304 | ||||||
| 2025-08-04 | 13F | 米格达勒保险金融控股有限公司 | 3 | 0 | ||||||
| 2025-07-30 | NP | NEXTX - 谢尔顿格林阿尔法基金 | 40,000 | 0.00 | 1,513 | 15.60 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 14,036 | 2.85 | 480 | 13.78 | ||||
| 2025-08-12 | 13F | Elo 相互养老保险公司 | 32,994 | -12.39 | 1,127 | -3.01 | ||||
| 2025-08-26 | NP | FDN - 第一信托道琼斯互联网指数基金 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 | 427,271 | -6.50 | 14,600 | 3.53 | ||||
| 2025-07-22 | NP | GSSC - 高盛 ActiveBeta(R) 美国小盘股 ETF | 40,808 | 0.62 | 1,543 | 16.37 | ||||
| 2025-05-14 | 13F | CI 私人财富有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 555,848 | -14.58 | 18,993 | -5.42 | ||||
| 2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 54,400 | 54.90 | 2,057 | 79.18 | ||||
| 2025-08-15 | NP | PSC - 主要美国小盘多因素指数 ETF | 83,491 | -0.92 | 2,853 | 9.69 | ||||
| 2025-05-02 | 13F | 马萨诸塞州金融服务公司 /ma/ | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | NP | VFMF - Vanguard 美国多因素 ETF ETF 股票 | 10,663 | 0.00 | 403 | 15.80 | ||||
| 2025-07-29 | NP | SIXL - 6 Meridian 低 Beta 股票策略 ETF | 24,858 | 4.48 | 940 | 20.98 | ||||
| 2025-07-29 | NP | VFMFX - Vanguard 美国多因素基金 Admiral Shares | 5,798 | 0.00 | 219 | 15.87 | ||||
| 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 | 7,555 | 7.15 | 258 | 18.89 | ||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 402,041 | 20.35 | 13,738 | 33.27 | ||||
| 2025-08-13 | 13F | 沃斯资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | PIBAX - PGIM 平衡基金 A 类 | 8,150 | -5.78 | 278 | 4.51 | ||||
| 2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 256,969 | -8.42 | 8,781 | 1.40 | ||||
| 2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 81,952 | -0.94 | 2,800 | 9.67 | ||||
| 2025-08-11 | 13F | 麦迪逊资产管理有限责任公司 | 161,748 | -15.67 | 5,527 | -6.64 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 360 | -69.92 | 12 | -66.67 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-29 | NP | CSF - VictoryShares US Discovery 增强波动性 Wtd ETF | 2,640 | -3.05 | 81 | -5.81 | ||||
| 2025-07-28 | NP | NBMIX - Neuberger Berman 小盘成长基金投资者类别 | 114,011 | 4,312 | ||||||
| 2025-08-27 | NP | VTMSX - 先锋税务管理小型基金海军上将股票 | 933,226 | -3.43 | 31,888 | 6.93 | ||||
| 2025-08-12 | 13F | 瑞士国家银行 | 274,800 | -1.29 | 9,390 | 9.29 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | Put | 0 | -100.00 | 0 | ||||
| 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 | 100,679 | 448.54 | 3,440 | 507.77 | ||||
| 2025-05-12 | 13F | Simplex 贸易有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-29 | NP | SEASONS 系列信托 - SA 多管理增长投资组合 1 级 | 933 | -9.77 | 29 | -12.50 | ||||
| 2025-06-26 | NP | ISCG - iShares Morningstar 小盘成长 ETF | 41,016 | 5.74 | 1,281 | -1.16 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 57,000 | -6.71 | 1,948 | 3.29 | ||||
| 2025-06-27 | NP | CLDL - Direxion 每日云计算牛市 2 倍股票 | 1,069 | -25.97 | 33 | -31.25 | ||||
| 2025-08-14 | 13F | 联信银行 | 89,731 | 54.82 | 3,066 | 71.48 | ||||
| 2025-08-01 | 13F | 百富勤资本管理有限公司 | 485,776 | -9.49 | 16,599 | 0.22 | ||||
| 2025-07-10 | 13F | 长板资产管理有限公司 | 8,096 | 277 | ||||||
| 2025-05-12 | 13F | 灯塔港财富顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 356,604 | -0.93 | 12,185 | 9.70 | ||||
| 2025-08-13 | 13F | F/M 投资有限责任公司 | 15,966 | -1.41 | 546 | 9.22 | ||||
| 2025-06-30 | NP | CAFG - Pacer 美国小型现金牛成长领袖 ETF | 5,409 | -34.22 | 169 | -38.69 | ||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 2,646,249 | -5.07 | 90,421 | 5.11 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 131 | 21.30 | 4 | 33.33 | ||||
| 2025-05-05 | 13F | 地平线投资服务有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 十字马克全球控股公司 | 9,035 | 2.48 | 309 | 13.24 | ||||
| 2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | SVTAX - Simt 全球管理波动性基金 F 级 | 97,865 | 201.72 | 3,344 | 234.40 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 1,495,875 | 8.16 | 51,114 | 19.76 | ||||
| 2025-08-12 | 13F | Ci投资公司 | 438 | 0 | ||||||
| 2025-08-13 | 13F | 资本基金管理公司 | 315,471 | -7.96 | 10,780 | 1.91 | ||||
| 2025-05-29 | NP | SEASONS 系列信托 - SA 多管理适度增长投资组合 1 级 | 1,290 | -6.52 | 40 | -9.30 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 184,812 | 953.54 | 6,283 | 1,063.33 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 12,373 | -35.83 | 423 | -29.08 | ||||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 480 | -5.14 | 16 | 6.67 | ||||
| 2025-07-14 | 13F | 农商投资公司 | 80 | 0.00 | 3 | 0.00 | ||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 12,848 | 0.36 | 439 | 11.14 | ||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 6,049 | 207 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 小型股成长投资组合 IB 类 | 48,910 | 0.00 | 1,671 | 10.74 | ||||
| 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 | 20,600 | -13.26 | 704 | -3.96 | ||||
| 2025-07-21 | 13F | 111资本 | 19,285 | 659 | ||||||
| 2025-06-26 | NP | SMMV - iShares Edge MSCI Min Vol USA Small-Cap ETF | 32,526 | 2.72 | 1,015 | -3.97 | ||||
| 2025-06-27 | NP | WFH - Direxion 在家工作 ETF | 16,044 | -6.37 | 501 | -12.59 | ||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | Put | 6,000 | 20,502 | |||||
| 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 | 43,941 | 0.00 | 1,372 | -6.54 | ||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 29,012 | 10.35 | 991 | 22.19 | ||||
| 2025-06-30 | NP | SAWS - AAM SAWGRASS 美国小型股优质增长 ETF | 340 | 87.85 | 11 | 66.67 | ||||
| 2025-08-11 | 13F | Martingale 资产管理公司 | 63,079 | -26.21 | 2,155 | -18.28 | ||||
| 2025-08-29 | NP | FTXNX - Fuller & Thaler 行为小盘成长基金投资者股票 | 1,095,000 | 1,912.68 | 37,416 | 3,863.56 | ||||
| 2025-05-27 | NP | BlackRock Variable Series Funds, Inc. - 贝莱德管理波动 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 | 2,210 | 118.81 | 68 | 119.35 | ||||
| 2025-03-27 | NP | RSEAX - 美国战略股票基金A类 | 7,725 | -90.41 | 258 | -89.95 | ||||
| 2025-05-28 | NP | QCEQRX - 股票指数账户类别 R1 | 66,925 | 0.00 | 2,065 | -2.32 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 102 | -19.69 | 4 | -25.00 | ||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 11,744 | -1.06 | 401 | 9.56 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 多经理进取型股票投资组合 IB 级 | 1,900 | 0.00 | 65 | 10.34 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 1,647,392 | -8.88 | 56,291 | 0.90 | ||||
| 2025-08-26 | NP | IVCSX - Voya 小型公司投资组合 I 类 | 101,209 | -0.19 | 3,458 | 10.51 | ||||
| 2025-07-31 | 13F | 财通国际资产管理有限公司 | 723 | 7,130.00 | 25 | |||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 321 | 217.82 | 11 | 233.33 | ||||
| 2025-08-29 | NP | SA 基金投资信托 - SA 美国小型公司基金 | 6,867 | 0.00 | 235 | 10.90 | ||||
| 2025-08-26 | NP | TMSL - T. Rowe 价格中小型股 ETF | 63,329 | 18.20 | 2,164 | 30.85 | ||||
| 2025-06-25 | NP | DISSX - 纽约梅隆银行小型股票指数基金投资者股票 | 95,727 | -13.85 | 2,989 | -19.46 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 9,468 | 0.00 | 296 | -6.65 | ||||
| 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 | 7,053 | 10.24 | 220 | 3.29 | ||||
| 2025-05-09 | 13F | 费尔菲尔德财务顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | IJR - iShares 核心标普小盘股 ETF | 8,625,276 | -2.88 | 294,726 | 7.54 | ||||
| 2025-08-14 | 13F | 卢普基金有限责任公司 | 44,952 | 1,536 | ||||||
| 2025-06-26 | NP | SRHQ - SRH 美国质量 ETF | 86,573 | -2.35 | 2,703 | -8.72 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 549 | 19 | ||||||
| 2025-08-27 | NP | RYDEX 可变信托 - 互联网基金可变年金 | 723 | -15.64 | 25 | -7.69 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 7,051 | -7.84 | 0 | |||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 600 指数股票投资组合 | 51,409 | 3.69 | 1,757 | 14.77 | ||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | 25,111 | 254.17 | 858 | 293.58 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Put | 8,200 | -67.97 | 280 | -64.56 | |||
| 2025-08-07 | 13F | 英杰华公司 | 13,488 | 3.39 | 461 | 14.43 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | 165,929 | 1,714.03 | 5,670 | 1,910.28 | ||||
| 2025-07-31 | 13F | 惠普伍德顾问有限公司 | 56 | -92.10 | 2 | 0.00 | ||||
| 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 | 205,918 | 8.25 | 7,788 | 25.19 | ||||
| 2025-07-30 | NP | SMCIX - 标准普尔小型股指数基金直接股票 | 5,409 | -4.79 | 205 | 10.27 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 40,711 | 1.15 | 1,391 | 12.00 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | 7,157 | -41.37 | 245 | -35.11 | ||||
| 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 | 67,671 | 0.00 | 2,113 | -6.51 | ||||
| 2025-08-26 | NP | FLQS - 富兰克林 LibertyQ 美国小盘股 ETF | 10,741 | 9.47 | 367 | 21.52 | ||||
| 2025-07-30 | 13F | 平行顾问有限责任公司 | 86,573 | -2.35 | 2,958 | 8.15 | ||||
| 2025-08-08 | 13F | 维斯特科公司 | 38,447 | 197.62 | 1 | |||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 71 | -29.70 | 2 | -33.33 | ||||
| 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 | 56,394 | -3.27 | 1,927 | 7.06 | ||||
| 2025-07-29 | NP | LONAX - Longboard 另类增长基金 A 类 | 8,096 | 141.38 | 306 | 180.73 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 49,618 | 0.52 | 1,695 | 11.29 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 4,398,355 | 1.14 | 150,292 | 11.98 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 201,700 | 8.50 | 6,892 | 20.15 | |||
| 2025-08-14 | 13F | 简街集团有限责任公司 | 497,674 | 77.63 | 17,006 | 96.68 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Put | 154,600 | 67.14 | 5,283 | 85.07 | |||
| 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 | 47,243 | 6.25 | 1,475 | -0.67 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 143,236 | 0.00 | 4,472 | -6.50 | ||||
| 2025-07-18 | 13F | 巴特利特财富管理有限公司 | 114 | 4 | ||||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 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 | 81,333 | 0.12 | 3,076 | 15.81 | ||||
| 2025-08-14 | 13F | 原子投资者有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 170,691 | -2.36 | 5,833 | 8.12 | ||||
| 2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 40 | 1 | ||||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 242,100 | 425.16 | 8,273 | 481.72 | |||
| 2025-07-28 | NP | NINAX - Neuberger Berman 内在价值基金 A 类 | 184,927 | -7.06 | 6,994 | 7.49 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 149 | 109.86 | 5 | 150.00 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 358,800 | 1.44 | 12,260 | 12.32 | |||
| 2025-05-15 | 13F | 格伦梅德信托公司 | 28,657 | 0.18 | 884 | -2.10 | ||||
| 2025-08-12 | 13F | 少尉峰顾问公司 | 128,508 | -10.01 | 4,391 | -0.34 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 12,465 | 426 | ||||||
| 2025-08-25 | NP | 美国互助投资公司 - 小盘股票指数基金类别 | 18,751 | -10.39 | 641 | -0.78 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德未来美国主题 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 | 95,224 | 4,149.17 | 2,973 | 3,916.22 | ||||
| 2025-07-30 | NP | IUSCX - 费舍尔投资机构集团美国小型股股票基金 | 89 | 0.00 | 3 | 50.00 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Call | 32,400 | -93.29 | 1,107 | -92.58 | |||
| 2025-08-18 | NP | 太平洋精选基金 - 小盘股指数投资组合 I 类 | 37,433 | 3.74 | 1,279 | 14.91 | ||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 337,071 | -13.72 | 11,518 | -4.46 | ||||
| 2025-08-04 | 13F | 联合银行 | 41,121 | 0.62 | 1 | 0.00 | ||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 13 | 0.00 | 0 | |||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 68 | 2 | ||||||
| 2025-08-14 | 13F | Perbak 资本合伙公司 | 10,522 | 360 | ||||||
| 2025-07-29 | 13F | 有志者有限公司 | 8,610 | 0.12 | 294 | 10.94 | ||||
| 2025-08-25 | NP | 贝莱德 ETF 信托 - 贝莱德优势大盘收益 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 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 893 | 35.51 | 31 | 50.00 | ||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | VYSVX - Vericimetry 美国小型股价值基金 | 560 | -52.94 | 19 | -47.22 | ||||
| 2025-08-27 | NP | VEXMX - 先锋扩展市场指数基金投资者股票 | 2,230,309 | 0.70 | 76,210 | 11.50 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - Russell 2000(R) 1.5x 策略基金可变年金 | 38 | 2.70 | 1 | 0.00 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 32,199 | 4.46 | 1,100 | 15.67 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 4,728 | 0.00 | 161 | 11.03 | ||||
| 2025-08-27 | NP | HCEGX - 成长型股票投资组合 HC 战略股票 | 1,089 | 0.00 | 37 | 12.12 | ||||
| 2025-06-20 | NP | ABLS - Abacus FCF 小型股领先 ETF | 970 | 30 | ||||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 18,076 | -17.77 | 618 | -9.00 | ||||
| 2025-05-15 | 13F | 积极财富管理 | 0 | 0 | ||||||
| 2025-08-27 | NP | JNL 系列信托 - JNL 多管理人小型股成长基金 (A) | 161,944 | 8.28 | 5,534 | 19.89 | ||||
| 2025-08-26 | NP | 特拉华 VIP 信托 - 特拉华 VIP 机会系列标准 | 11,322 | 0.00 | 387 | 10.60 | ||||
| 2025-06-18 | NP | 全国共同基金 - 全国基本全盘股票投资组合 R6 级 | 5,238 | 0.00 | 164 | -6.32 | ||||
| 2025-07-29 | NP | TMFX - Motley Fool Next 指数 ETF | 2,280 | -0.26 | 86 | 16.22 | ||||
| 2025-08-14 | 13F | 安盛公司 | 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 | 10,675 | 2.24 | 404 | 18.18 | ||||
| 2025-07-11 | 13F | TrimTabs 资产管理有限责任公司 | 93,128 | 1.74 | 3,182 | 12.68 | ||||
| 2025-04-22 | NP | FSCC - 联邦 Hermes MDT 小型股核心 ETF | 1,071 | 119.02 | 35 | 105.88 | ||||
| 2025-06-25 | NP | 富国银行主信托 - 富国银行小型公司成长投资组合小型公司成长投资组合 | 217,485 | -11.85 | 6,790 | -17.58 | ||||
| 2025-03-25 | NP | QASCX - 联邦 MDT 小盘股核心基金 A 类股票 | 66,471 | 0.00 | 2,219 | 5.12 | ||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 3 | 0.00 | 0 | |||||
| 2025-08-28 | NP | IWO - iShares Russell 2000 Growth ETF | 957,813 | -23.45 | 32,728 | -15.25 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 30,227 | 0.53 | 1 | |||||
| 2025-08-14 | 13F | 道富银行 | 5,639,979 | -2.04 | 192,718 | 8.47 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | 25,146,996 | -0.81 | 859,273 | 9.82 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 22,989 | -21.07 | 786 | -12.58 | ||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 27,158 | 2.98 | 928 | 14.02 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 19,800 | 90.38 | 677 | 111.25 | |||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 42,100 | -10.43 | 1,439 | -0.83 | |||
| 2025-06-18 | NP | REUYX - Y 类可持续股票基金 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 阿彻投资公司 | 95 | 0.00 | 3 | 50.00 | ||||
| 2025-08-14 | 13F | 埃米特投资管理有限公司 | 193,450 | 21.10 | 6,519 | 30.30 | ||||
| 2025-08-28 | NP | IGM - iShares 扩展科技板块 ETF | 66,702 | 5.92 | 2,279 | 17.29 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 7,685 | 256 | ||||||
| 2025-06-20 | NP | JSMD - Janus Henderson 中小盘增长 Alpha ETF | 117,630 | 12.74 | 3,672 | 5.43 | ||||
| 2025-08-14 | 13F | 科学技术研究有限责任公司 | 26,544 | 907 | ||||||
| 2025-08-27 | NP | CMJAX - Calvert 美国中盘核心责任指数基金 A 类 | 6,900 | -22.49 | 236 | -6.75 | ||||
| 2025-08-22 | NP | CDEI - Calvert 美国大盘多元化、股票和包容性指数 ETF | 176 | -21.43 | 6 | 0.00 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 1,767 | -52.36 | 60 | -48.28 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 37,179 | 8.11 | 1,270 | 19.70 | ||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 180 | 6 | ||||||
| 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 | 26,862 | 1.85 | 918 | 12.79 | ||||
| 2025-08-12 | 13F | EAM 投资者有限责任公司 | 123,398 | 4,217 | ||||||
| 2025-08-28 | NP | AIHHX - 亚里士多德中小型股票基金 I-2 类 | 12,249 | -19.00 | 419 | -10.30 | ||||
| 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 | 13,100 | 10.66 | 448 | 22.47 | ||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 8,027 | -1.25 | 0 | |||||
| 2025-08-29 | NP | JRSAX - Janus Henderson 美国管理波动性基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 58,536 | 4.28 | 2,000 | 15.47 | ||||
| 2025-05-01 | 13F | 布莱克利金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 谷轮资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | CRSSX - 天主教责任投资小盘基金机构股 | 57,671 | -4.75 | 1,800 | -10.94 | ||||
| 2025-08-14 | 13F | 威斯康星州投资委员会 | 100,635 | 7.64 | 3,439 | 19.17 | ||||
| 2025-05-05 | 13F | 鹰湾顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | 熊山资本公司 | 867 | 0.00 | 28 | 3.70 | ||||
| 2025-08-15 | 13F | 摩根士丹利 | 1,946,008 | -13.61 | 66,495 | -4.34 | ||||
| 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 | 68,887 | 163.87 | 2,151 | 146.84 | ||||
| 2025-07-31 | 13F | MQS 管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 18,424 | 7.46 | 630 | 18.01 | ||||
| 2025-06-30 | NP | HASCX - 港湾小型价值基金机构类别 | 1,312,911 | -4.26 | 40,989 | -10.48 | ||||
| 2025-08-12 | 13F | 动态技术实验室私人有限公司 | 28,601 | 977 | ||||||
| 2025-05-14 | 13F | 古根海姆资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 北极星投资管理公司 | 1,000 | 0.00 | 34 | 13.33 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 513,582 | -63.93 | 17,549 | -60.06 | ||||
| 2025-05-15 | 13F | 韦斯资产管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 533,500 | -2.45 | 18,230 | 8.01 | |||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 27,400 | -27.89 | 936 | -20.14 | |||
| 2025-08-14 | 13F | 双山资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | IWN - iShares Russell 2000 价值 ETF | 277,462 | 9,481 | ||||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 325,952 | -6.04 | 11,098 | 3.12 | ||||
| 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 | 33,823 | 1,156 | ||||||
| 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 | 63,631 | -2.00 | 1,987 | -8.35 | ||||
| 2025-08-13 | 13F | 挪威银行 | 967,001 | 33,042 | ||||||
| 2025-06-26 | NP | XT - iShares 指数技术 ETF | 507,249 | -0.38 | 15,836 | -6.85 | ||||
| 2025-08-26 | NP | NOSGX - 北方小盘价值基金 | 18,093 | 618 | ||||||
| 2025-03-27 | NP | SUNAMERICA 系列信托 - SA 高盛多元资产洞察投资组合 1 级 | 1,164 | -85.08 | 39 | -68.33 | ||||
| 2025-08-05 | 13F | 康纳布尔办公公司 | 15,707 | 0.00 | 537 | 10.74 | ||||
| 2025-07-29 | NP | SVYAX - SIIT 美国管理波动性基金 - A 类 | 88,334 | 873.06 | 3,341 | 1,028.38 | ||||
| 2025-08-14 | 13F | 斯科特·马什金融有限责任公司 | 20,575 | 703 | ||||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 小盘指数基金 II 类 | 26,570 | 8.08 | 908 | 19.66 | ||||
| 2025-08-14 | 13F | 弗里斯通格罗夫合伙公司 | 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 | -100.00 | |||
| 2025-08-26 | NP | RBCGX - 雷诺蓝筹成长基金 | 900 | -72.73 | 31 | -71.15 | ||||
| 2025-08-28 | NP | ASQIX - 小公司基金投资者类别 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 | 47,938 | 0.00 | 1,638 | 10.75 | ||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 17,421 | 49.49 | 595 | 65.74 | ||||
| 2025-08-12 | 13F | 公共部门养老金投资委员会 | 552,049 | 6.35 | 18,864 | 17.76 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 113,746 | 220.51 | 3,887 | 254.89 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 9,303 | 318 | ||||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 486,077 | 442.03 | 16,609 | 500.25 | ||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 8 | 60.00 | 0 | |||||
| 2025-06-26 | NP | USSCX - 科技基金份额 | 64,477 | 0.00 | 2,013 | -6.51 | ||||
| 2025-08-26 | NP | Profunds - Profund 超小型股副总裁 | 491 | -3.54 | 17 | 6.67 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 15,500 | -4.32 | 530 | 6.01 | |||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 141,300 | 9.37 | 4,828 | 21.09 | |||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 31,500 | 262.07 | 1 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 9,986 | 10.55 | 341 | 22.66 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 78,200 | -1.26 | 3 | 0.00 | |||
| 2025-08-26 | NP | SCRSX - 小型股核心投资组合 SCB 类别 | 87,320 | -10.93 | 2,984 | -1.39 | ||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 6,703 | -14.54 | 229 | -5.37 | ||||
| 2025-06-20 | NP | ABFL - TrimTabs 全美自由现金流 ETF | 91,760 | -12.27 | 2,865 | -17.98 | ||||
| 2025-08-13 | 13F | 谢尔顿资本管理公司 | 45,308 | -0.44 | 1,548 | 10.26 | ||||
| 2025-08-26 | NP | TLSTX - 股票指数基金 | 2,369 | 0.00 | 81 | 9.59 | ||||
| 2025-08-12 | 13F | 德意志银行\ | 1,311,859 | -36.94 | 44,826 | -30.18 | ||||
| 2025-07-25 | 13F | 优素福资本管理有限公司 | 54,289 | 1.96 | 1,855 | 12.90 | ||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 22,726 | 15.60 | 777 | 28.05 | ||||
| 2025-07-28 | 13F | 港口投资公司 | 12 | 0.00 | 0 | |||||
| 2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 865 | 0.00 | 30 | 11.54 | ||||
| 2025-07-15 | 13F | 大街集团有限公司 | 300 | 0.00 | 10 | 11.11 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 3,771 | 25.49 | 129 | 39.13 | ||||
| 2025-05-15 | 13F | 量化资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | TMFE - Motley Fool 资本效率 100 指数 ETF | 1,457 | 55 | ||||||
| 2025-06-18 | NP | REBYX - 美国小盘Y类股票基金 | 27,494 | 43.63 | 858 | 34.27 | ||||
| 2025-07-17 | 13F | 迪努佐私人财富有限公司 | 22 | 15.79 | 1 | |||||
| 2025-08-13 | 13F | 吉布斯财富管理 | 21,457 | 733 | ||||||
| 2025-08-22 | NP | DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 小盘股指数 VIP A 级 | 21,535 | 0.93 | 736 | 11.70 | ||||
| 2025-08-08 | 13F | 美国信安金融集团 | 801,520 | -0.01 | 27,388 | 10.72 | ||||
| 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 | 65,621 | 2.52 | 2,049 | -4.16 | ||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 252,032 | -0.39 | 8,612 | 10.30 | ||||
| 2025-08-12 | 13F | 艾根投资管理有限公司 | 6,879 | -79.34 | 235 | -77.12 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | GCSIX - 高盛小型股股票洞察基金机构 | 0 | -100.00 | 0 | -100.00 | ||||
| 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 | 203,631 | 0.00 | 6,357 | -6.50 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 89,771 | 5.61 | 2,803 | -1.27 | ||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 7,391 | 32.38 | 253 | 46.51 | ||||
| 2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 6,621 | 0.00 | 207 | -6.79 | ||||
| 2025-08-12 | 13F | MAI资本管理 | 1,642 | 7.88 | 56 | 21.74 | ||||
| 2025-08-29 | NP | QMID - WisdomTree 美国中型优质增长基金 | 175 | 6 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT 小盘价值投资组合 IB 级 | 5,012 | 171 | ||||||
| 2025-05-15 | 13F | 格雷厄姆资本管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 雅各布斯利维股权管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 蒙特利尔银行/can/ | 407,537 | -11.87 | 13,926 | -2.42 | ||||
| 2025-05-15 | 13F | 巴利亚斯尼资产管理有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-08-28 | NP | HSGFX - 赫斯曼战略增长基金 | 20,000 | 683 | ||||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 198 | 13.14 | 7 | 20.00 | ||||
| 2025-04-29 | NP | HSMNX - Horizon 美国防御性中小盘基金投资者类别 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | 基石规划集团有限责任公司 | 70 | 600.00 | 2 | |||||
| 2025-05-09 | 13F | 德意志银行\ | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-27 | NP | JNL 系列信托 - JNL 多经理另类基金 (A) | Short | -33,893 | 32.48 | -1,158 | 46.77 | |||
| 2025-08-27 | NP | CSXAX - Calvert 美国大盘核心责任指数基金 A 类 | 17,017 | -3.09 | 581 | 16.90 | ||||
| 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 | 1,064 | 0.00 | 36 | 12.50 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 903,590 | 41.61 | 30,876 | 56.81 | ||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 6,662 | -2.94 | 228 | 7.58 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 15 | 0 | ||||||
| 2025-05-15 | 13F | 哥谭资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 卡哈巴财富管理公司 | 6,733 | -20.22 | 230 | -11.54 | ||||
| 2025-08-27 | NP | RYRUX - Russell 2000 2x 策略基金 A 级股票 | 717 | 1.13 | 24 | 14.29 | ||||
| 2025-08-14 | 13F | Smartleaf资产管理有限责任公司 | 2,633 | 22.87 | 90 | 34.85 | ||||
| 2025-08-04 | 13F | 创意金融设计公司 /adv | 27 | 0.00 | 1 | |||||
| 2025-08-13 | 13F | 景顺有限公司 | 1,141,603 | 101.06 | 39,009 | 122.64 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 4,808 | -2.71 | 164 | 7.89 | ||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 125,522 | 0.57 | 4,289 | 11.37 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 17,989,360 | 0.16 | 614,696 | 10.90 | ||||
| 2025-08-27 | NP | NAESX - 先锋小型股指数基金投资者股票 | 3,369,484 | -1.11 | 115,135 | 9.49 | ||||
| 2025-08-26 | NP | IJSIX - VY(R) 摩根大通小盘核心股票投资组合 I 类 | 18,041 | -9.12 | 616 | 0.65 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 小型成长型投资组合 | 21,392 | 0.00 | 731 | 10.61 | ||||
| 2025-08-14 | 13F | 富勒泰勒资产管理公司 | 1,731,303 | 59,159 | ||||||
| 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 | 106,700 | 2.79 | 3,646 | 13.80 | ||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 博克夫，那 | 18,134 | -6.82 | 620 | 3.17 | ||||
| 2025-08-28 | NP | WFIVX - Wilshire 5000 指数基金投资类别 | 708 | 0.00 | 24 | 14.29 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | 3,730,777 | 64.75 | 127,481 | 82.42 | ||||
| 2025-07-28 | 13F | 纽约州教师退休制度 | 64,559 | 3.03 | 2 | 100.00 | ||||
| 2025-06-23 | NP | PSSMX - 小型股标准普尔 600 指数基金 R-3 | 139,576 | -4.91 | 4,358 | -11.08 | ||||
| 2025-07-16 | 13F | 阿拉斯加州税务部 | 86,265 | 8.34 | 3 | 0.00 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 6,708 | 0.98 | 229 | 11.71 | ||||
| 2025-08-28 | NP | IJT - iShares S&P Small-Cap 600 Growth ETF | 1,275,239 | -2.61 | 43,575 | 7.84 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Vanguard 美国股市指数基金 (I) | 11,456 | 0.00 | 391 | 10.76 | ||||
| 2025-08-26 | NP | WTSGX - Segall Bryant & Hamill 小盘成长基金 - 零售类 | 141,334 | 14.80 | 4,829 | 27.11 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 小盘股票投资组合 I 类 | 130,100 | 1.56 | 4,446 | 12.45 | ||||
| 2025-06-27 | NP | RSSL - Global X Russell 2000 ETF | 85,516 | 6.52 | 2,670 | -0.41 | ||||
| 2025-06-26 | NP | SMLF - iShares Edge MSCI 多因子美国小型股 ETF | 43,751 | 12.02 | 1,366 | 4.68 | ||||
| 2025-05-28 | NP | LUSIX - Lazard 美国系统性小型股股票投资组合机构股 | 3,300 | -12.05 | 102 | -14.41 | ||||
| 2025-08-13 | 13F | 麦肯齐金融公司 | 560,329 | 15.19 | 19,146 | 27.55 | ||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 879,491 | 21.39 | 30,045 | 34.38 | ||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 54 | 2 | ||||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 2,263 | 1,995.37 | 77 | 2,466.67 | ||||
| 2025-08-14 | 13F | 贝叶斯资本管理有限合伙人 | 57,061 | 1,950 | ||||||
| 2025-08-06 | 13F | 南州公司 | 18 | -84.75 | 1 | -100.00 | ||||
| 2025-08-27 | NP | RYRRX - 罗素 2000 基金 A 类 | 330 | 1.23 | 11 | 10.00 | ||||
| 2025-05-13 | 13F | HighTower 顾问有限责任公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-08-29 | NP | EZM - WisdomTree 美国中型股基金 不适用 | 28,661 | 2.19 | 979 | 13.18 | ||||
| 2025-05-14 | 13F | 魁北克储蓄银行 | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 58,900 | 25.32 | 2,003 | 37.03 | |||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 48,700 | 59.15 | 1,656 | 74.03 | |||
| 2025-08-20 | NP | ASMOX - AQR 小盘动量型基金 I 类 | 7,275 | 76.19 | 249 | 95.28 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 14,438 | -13.03 | 491 | -5.04 | ||||
| 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 | 325,653 | 23.67 | 10,167 | 15.63 | ||||
| 2025-05-13 | 13F | Arrowpoint 投资伙伴（新加坡）私人有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 484,949 | 2.96 | 16,571 | 14.00 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 477,574 | -16.51 | 16,307 | -8.33 | ||||
| 2025-05-09 | 13F | 马拉加湾资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 阿梅利奥拉财富管理有限公司 | 4,000 | 0.00 | 137 | 10.57 | ||||
| 2025-07-30 | 13F | 惠蒂尔信托公司 | 1,205 | -50.00 | 41 | -44.59 | ||||
| 2025-08-04 | 13F | 尖峰财富管理 | 112 | -79.93 | 4 | -82.35 | ||||
| 2025-08-14 | 13F | 运营顾问有限责任公司 | 200 | 0.00 | 7 | 0.00 | ||||
| 2025-07-03 | 13F | 加德资本公司 | 9,627 | 0.00 | 329 | 10.44 | ||||
| 2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 106 | 0.00 | 4 | 0.00 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 1,110 | 660.27 | 38 | 825.00 | ||||
| 2025-06-26 | NP | DFVEX - 美国矢量股票投资组合 - 机构类 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 19,290 | -25.33 | 602 | -30.16 | ||||
| 2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 14,174 | -98.15 | 484 | -97.53 | ||||
| 2025-08-13 | 13F | Arrowpoint 投资伙伴（新加坡）私人有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Put | 10,600 | 362 | |||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Call | 15,500 | 530 | |||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 58,378 | 209.03 | 1,995 | 242.61 | ||||
| 2025-08-15 | 13F | 认真的合作伙伴有限责任公司 | 7,792,719 | 0.27 | 266,277 | 11.02 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - T.Rowe Price 小盘成长投资组合 A 类 | 88,867 | 5.93 | 3,037 | 17.31 | ||||
| 2025-08-21 | NP | MXISX - Great-West S&P Small Cap 600 指数基金投资者类别 | 106,652 | -3.36 | 3,644 | 7.02 | ||||
| 2025-04-24 | 13F | 佛蒙特州信托公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 金融网络财富顾问有限责任公司 | 67 | 0.00 | 2 | 0.00 | ||||
| 2025-07-29 | NP | VFMV - Vanguard 美国最低波动性 ETF ETF 股票 | 131,697 | 48.68 | 4,981 | 71.96 | ||||
| 2025-04-14 | 13F | 旧国家银行/in/ | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 斯塔利资本顾问公司 | 14,000 | 0.00 | 478 | 10.65 | ||||
| 2025-07-29 | NP | SGMAX - SIIT 全球管理波动性基金 A 类 | 246,261 | 162.08 | 9,314 | 203.16 | ||||
| 2025-08-27 | NP | 俄亥俄州国家基金公司 - ON Janus Henderson 风险投资组合 | 5,770 | -20.63 | 197 | -12.05 | ||||
| 2025-04-24 | 13F | 温盖特财富顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/DFA 美国小型股基金 (A) | 23,516 | 0.00 | 804 | 10.76 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | 55,169 | 11.24 | 1,885 | 23.20 | ||||
| 2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 4,137,447 | 36.41 | 141 | 51.61 | ||||
| 2025-08-13 | 13F | 朱白财富管理集团有限责任公司 | 128 | 1.59 | 4 | 33.33 | ||||
| 2025-07-02 | 13F | 中央太平洋银行 - 信托部 | 4,070 | 3.83 | 139 | 15.83 | ||||
| 2025-08-27 | NP | Touchstone 变量系列信托 - Touchstone 小公司基金 | 19,150 | 7.95 | 654 | 19.56 | ||||
| 2025-08-12 | 13F | 景观资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 106,482 | 0.88 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | Put | 226,500 | 51.00 | 7,740 | 67.19 | |||
| 2025-03-20 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 209 | -16.40 | 7 | -14.29 | ||||
| 2025-08-05 | 13F | Versor投资有限公司 | 32,200 | 17.15 | 1,100 | 29.72 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | 523,121 | -46.12 | 17,875 | -40.34 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | Call | 226,500 | 51.00 | 7,740 | 67.19 | |||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 600,000 | 20,502 | ||||||
| 2025-04-15 | 13F | 阿塞纳贡资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 7,204 | -10.76 | 246 | -1.20 | ||||
| 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 | 46,364 | -18.97 | 1,584 | -10.25 | ||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 10,530 | -47.13 | 360 | -41.53 | ||||
| 2025-08-14 | 13F | 塞伊投资公司 | 3,222,494 | 2.34 | 110,113 | 13.32 | ||||
| 2025-06-26 | NP | USCAX - 小盘股票基金份额 | 53,515 | -1.85 | 1,671 | -8.24 | ||||
| 2025-08-13 | 13F | 亚利桑那州退休系统 | 41,963 | 1.80 | 1,434 | 12.66 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | 628,988 | 21,493 | ||||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 500 | 0.00 | 17 | 13.33 | ||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 8,062 | -84.53 | 275 | -82.89 | ||||
| 2025-08-14 | 13F | PZU SA 投资基金公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | NP | ANEW - ProShares MSCI 转型变革 ETF | 481 | 0.00 | 18 | 20.00 | ||||
| 2025-08-28 | NP | XSW - SPDR(R) S&P(R) 软件与服务 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 | 99,496 | -8.28 | 3,400 | 1.55 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 40,600 | 0.00 | 1,387 | 10.78 | ||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 17,391 | 268.53 | 594 | 309.66 | ||||
| 2025-07-28 | NP | SAA - ProShares Ultra SmallCap600 | 2,496 | -15.39 | 94 | -2.08 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - ATM 小盘波动率管理投资组合 K 级 | 45,884 | -5.78 | 1,568 | 4.33 | ||||
| 2025-08-29 | NP | MMSCX - Praxis 小盘股指数基金 A 类 | 6,690 | -27.68 | 229 | -20.00 | ||||
| 2025-07-29 | 13F | 埃弗伦斯资本管理公司 | 6,690 | -27.68 | 0 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 多经理人技术投资组合 IB 类 | 4,194 | -2.10 | 143 | 8.33 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/2000 管理波动性投资组合 IB 级 | 163,953 | 0.62 | 5,602 | 11.42 | ||||
| 2025-08-26 | NP | XJR - iShares ESG 筛选标普小盘 ETF | 11,357 | -5.99 | 388 | 4.30 | ||||
| 2025-06-25 | NP | BKSE - 纽约梅隆银行美国小盘核心股票 ETF | 6,861 | -20.57 | 214 | -25.69 | ||||
| 2025-07-18 | 13F | 荷宝机构资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | 安佳投资管理有限公司 | 75 | 0.00 | 3 | 0.00 | ||||
| 2025-08-26 | NP | BlackRock Advantage US Total Market Fund, Inc. - BlackRock Advantage US Total Market Fund, Inc. 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 | 25,017 | -37.62 | 855 | -30.96 | ||||
| 2025-08-26 | NP | LMBAX - QS美国小盘股票基金A类 | 12,529 | 0.00 | 428 | 10.88 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 特拉华州 SMID 资本核心基金服务类别 | 98,770 | 2.06 | 3,375 | 12.99 | ||||
| 2025-07-17 | 13F | 华盛顿堡投资顾问公司 /oh/ | 511,955 | 8.43 | 17,494 | 20.06 | ||||
| 2025-07-29 | NP | SMXAX - SIIT 扩展市场指数基金 - A 类 | 22,400 | 11.44 | 847 | 28.92 | ||||
| 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 | 697,122 | 0.00 | 21,764 | -6.50 | ||||
| 2025-07-28 | NP | ITWO - ProShares Russell 2000 高收益 ETF | 2,388 | -3.05 | 90 | 12.50 | ||||
| 2025-06-23 | NP | SLPIX - 小盘股深度投资者类别 | 137 | -11.04 | 4 | -20.00 | ||||
| 2025-08-13 | 13F | 太阳河管理有限责任公司 | 1,158,499 | -25.11 | 39,586 | -17.08 | ||||
| 2025-07-31 | 13F | 德克萨斯大学/德克萨斯大学投资管理公司 | 4,032 | 0.00 | 138 | 10.48 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-06-27 | NP | WEBL - Direxion 每日道琼斯互联网牛市 3 倍股票 | 5,363 | -28.58 | 167 | -33.20 | ||||
| 2025-05-15 | 13F | 瑞银奥康纳有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 157,600 | -48.41 | 5,385 | -42.88 | ||||
| 2025-07-10 | 13F | NorthCrest 资产管理有限责任公司 | 9,538 | -37.81 | 317 | -32.98 | ||||
| 2025-07-30 | 13F | 道德公司 | 6,220 | 211 | ||||||
| 2025-08-13 | 13F | 施罗德投资管理集团 | 1,186,093 | -21.94 | 40,529 | -14.24 | ||||
| 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 | 37,767 | -19.32 | 1,428 | -6.67 | ||||
| 2025-05-08 | 13F | 贝福瑞斯特资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 耆那全球有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 迪维萨资本管理有限公司 | 131,743 | -23.29 | 4,502 | -15.06 | ||||
| 2025-08-04 | 13F | 财务规划中心有限公司 | 1,250 | 0.00 | 43 | 10.53 | ||||
| 2025-07-23 | NP | VYSGX - Voya 小公司基金 W 级 | 77,868 | 22.89 | 2,945 | 42.15 | ||||
| 2025-06-27 | NP | RZG - Invesco S&P SmallCap 600 Pure Growth 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 | 11,898 | -1.07 | 371 | -7.48 | ||||
| 2025-08-13 | 13F | BCJ 资本管理有限公司 | 183,683 | 6,276 | ||||||
| 2025-08-13 | 13F | PharVision 顾问有限责任公司 | 10,005 | 342 | ||||||
| 2025-07-16 | 13F | 国会资产管理公司/马 | 1,886,750 | 2.20 | 64,470 | 13.17 | ||||
| 2025-08-26 | NP | Ivy 可变保险投资组合 - Ivy VIP 小盘核心 II 类 | 26,715 | -11.34 | 913 | -1.83 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 14,756 | 1.38 | 504 | 12.25 | ||||
| 2025-08-13 | 13F | 金融复仇者公司 | 150 | 0.00 | 5 | 25.00 | ||||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 14,343 | 0.00 | 490 | 10.86 |
