CSTL 机构投资人持股和股东 城堡生物科学公司 (NasdaqGM) 股票

城堡生物科学公司
US ˙ NasdaqGM ˙ US14843C1053

基本统计
机构股东 388 total, 386 long only, 2 short only, 0 long/short - change of -10.19% MRQ
平均投资组合配置 0.0868 % - change of -71.03% MRQ
已发行股票 shares (source: Capital IQ)
法人股（长期） 32,645,170 - 112.54% (ex 13D/G) - change of 0.48MM shares 1.50% MRQ
制度价值（长期） $ 638,097 USD ($1000)
机构投资人持股和股东

Castle Biosciences, Inc. (US:CSTL) 有 388 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 32,646,106 股股票。 最大股东包括 BlackRock, Inc., Vanguard Group Inc, Principal Financial Group Inc, Portolan Capital Management, LLC, Dimensional Fund Advisors Lp, Nuveen, LLC, Wasatch Advisors Inc, Citadel Advisors Llc, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, and Braidwell Lp .

Castle Biosciences, Inc. (NasdaqGM:CSTL)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 23.56 / share. Previously, on September 9, 2024, the share price was 29.33 / share. This represents a decline of 19.67% over that period.

CSTL / Castle Biosciences, Inc. Institutional Ownership
基金情绪分数

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

更新频率：每日

请参阅“持股资源管理器”，它提供了排名最高的公司的列表。

查看排名最高的股票
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。

CSTL / Castle Biosciences, Inc. Historical Put/Call Ratio
13D/G备案

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

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

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文件日期 表格 投资者 前期
股票		 最新
股票		 Δ 股票
(Percent)		 持股
(百分比)		 Δ 持股
(百分比)
2025-05-12 13G/A 沃萨奇顾问公司 998,455 3.50
2025-04-23 13G/A 贝莱德公司 3,044,973 2,338,005 -23.22 8.20 -25.45
2025-04-14 13G 波托兰资本管理有限公司 1,611,099 5.65
2025-01-30 13G/A 万家集团有限公司 1,461,481 1,832,535 25.39 6.54 20.44
2024-11-14 13G/A 格拉纳汉投资管理公司/马萨诸塞州 2,166,471 425,220 -80.37 1.53 -80.99
13F和NPORT备案

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

更新 解锁高级数据并导出到Excel .

文件日期 来源 投资者 类型 平均价格
(Est)		 股份 Δ 股份
(%)		 报告
价值
($1000)		 Δ 价值
(%)		 投资组合配置
(%)
2025-08-14 13F 星云研究与开发有限责任公司 44,472 18.22 908 20.58
2025-08-20 NP WMICX - Wasatch 微型资本基金投资者类别股票 This fund is a listed as child fund of Wasatch Advisors 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 359,362 2.73 7,338 4.78
2025-08-28 NP AXVNX - Acclivity 小盘价值基金 Acclivity 小盘价值 N 类股票 1,025 0.00 21 0.00
2025-05-15 13F Soleus 资本管理有限合伙人 0 -100.00 0 -100.00
2025-08-08 13F Pnc 金融服务集团公司 110 -8.33 2 0.00
2025-08-13 13F 波托兰资本管理有限公司 1,489,572 17.73 30,417 20.09
2025-05-13 13F 福克斯运行管理有限公司 0 -100.00 0
2025-06-26 NP NUSC - Nuveen ESG 小盘股 ETF 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 31,912 -0.92 640 -29.78
2025-08-14 13F 多元化财富管理有限责任公司 12,322 -5.95 238 -8.46
2025-08-27 NP ACSMX - Advisors Capital 中小型股基金 135,000 37.76 2,757 40.54
2025-08-11 13F 科维斯特有限公司 2,380 95.24 0
2025-08-14 13F 瓦萨奇顾问公司 1,049,773 5.14 21,436 7.24
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 21,835 21.18 438 -14.15
2025-08-14 13F Point72（迪拜国际金融中心）有限公司 0 -100.00 0
2025-08-06 NP 林肯可变保险产品信托 - LVIP SSGA 中小盘 200 基金标准级 16,535 0.00 338 1.81
2025-07-25 13F 斯蒂芬斯咨询有限公司 2 0
2025-08-14 13F 布雷文·霍华德资本管理有限责任公司 41,301 238.39 843 245.49
2025-08-12 13F 科尔德斯特里姆资本管理公司 0 -100.00 0
2025-08-26 NP TEXN - iShares 德州股票 ETF 69 1
2025-05-29 NP CPAEX - Counterpoint Tactical Equity Fund A 类股票 0 -100.00 0 -100.00
2025-07-28 NP BIB - ProShares Ultra 纳斯达克生物技术 1,049 -13.45 17 -38.46
2025-08-12 13F 维度基金顾问有限公司 1,378,005 14.81 28,139 17.11
2025-07-29 NP VRTGX - Vanguard Russell 2000 增长指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7,396 -3.81 118 -28.92
2025-05-15 13F Captrust 财务顾问 0 -100.00 0 -100.00
2025-08-27 NP RYMKX - 罗素 2000 1.5 倍策略基金 H 级 40 8.11 1
2025-05-30 NP DTSGX - 小型公司成长投资组合投资类别 1,039 21
2025-08-26 NP EQ ADVISORS TRUST - EQ/小型公司指数投资组合 IB 类 21,550 0.00 440 2.09
2025-08-14 13F 瑞银资产管理美洲公司 102,742 51.02 2,098 54.08
2025-08-14 13F 布里奇威资本管理公司 40,750 832
2025-06-23 NP PPNMX - 小型股成长基金 I R-3 892 -5.61 18 -34.62
2025-08-26 NP 北方基金 - 北方小盘核心基金 K 类 5,754 -5.53 117 -3.31
2025-08-28 NP Humankind Benefit Corp - Humankind 美国股票 ETF 781 27.61 16 25.00
2025-06-26 NP 贝莱德基金 - iShares Russell 中小型股指数基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,479 0.00 70 -29.59
2025-08-14 13F ABG Innovation Capital Partners III GP 有限公司 0 -100.00 0
2025-08-28 NP XHS - SPDR(R) S&P(R) 医疗保健服务 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 47,453 -20.14 969 -18.59
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 8,826 0.00 180 2.27
2025-08-01 13F Y-Intercept (香港) 有限公司 78,938 1,612
2025-08-26 NP TLSTX - 股票指数基金 373 0.00 8 0.00
2025-08-14 13F 加拿大养老金计划投资委员会 0 -100.00 0
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 1,445 7.04 30 7.41
2025-08-25 NP TMVAX - RBC Microcap Value Fund A 股 8,300 0.00 169 1.81
2025-08-13 13F ExodusPoint 资本管理公司 0 -100.00 0
2025-07-31 13F 财通国际资产管理有限公司 106 -32.05 2 -33.33
2025-08-13 13F 杰克逊溪投资顾问有限责任公司 0 -100.00 0
2025-08-26 NP EQ ADVISORS TRUST - ATM 小盘波动率管理投资组合 K 级 8,956 4.18 183 5.81
2025-08-05 13F Simplex 贸易有限公司 Call 0 -100.00 0
2025-08-05 13F Simplex 贸易有限公司 0 -100.00 0
2025-08-14 13F 拉扎德资产管理公司 72 -98.54 0
2025-08-12 13F 美国世纪公司 65,272 -11.87 1,333 -10.12
2025-08-28 NP IBB - iShares 纳斯达克生物技术 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 173,136 -3.10 3,535 -1.17
2025-06-27 NP RSSL - Global X Russell 2000 ETF 15,962 7.84 320 -23.44
2025-07-31 13F 尼萨投资顾问有限公司 320 -4.76 7 0.00
2025-05-12 13F 内在边缘资本管理有限责任公司 0 -100.00 0
2025-08-05 13F Simplex 贸易有限公司 Put 200 100.00 0
2025-08-27 13F/A 布林克资本投资有限公司 76,532 -2.39 1,563 -0.45
2025-08-12 13F 磁星金融有限责任公司 0 -100.00 0
2025-08-27 NP LQPE - PEO AlphaQuest(TM) 主题 PE ETF 1,222 25
2025-06-27 NP SUNAMERICA SERIES TRUST - SA 小型股指数投资组合 1 级 2,987 4.22 60 -27.16
2025-07-28 13F 安联资产管理有限公司 713,742 11.61 14,575 13.84
2025-05-15 13F 骏利亨德森集团有限公司 0 -100.00 0
2025-08-28 NP ITOT - iShares Core S&P Total 美国股票市场 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 31,523 2.50 644 4.55
2025-05-01 13F 亚利桑那州退休系统 0 -100.00 0
2025-05-28 NP 太平洋精选基金 - PD 小盘成长指数投资组合 P 类 413 -20.88 8 -38.46
2025-08-13 13F 双峰财富顾问有限责任公司 1 0
2025-06-23 NP PJARX - 小盘价值基金 II R-3 1,411 19.27 28 -15.15
2025-07-25 NP CZMSX - 多管理人小盘股票策略基金机构类别 1,439 0.00 23 -29.03
2025-07-22 NP GINN - 高盛创新股票 ETF 7,175 -16.19 115 -38.38
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 90,535 0.00 1,815 -29.07
2025-08-08 13F 新泽西州警察和消防员退休系统 5,837 0.00 119 2.59
2025-06-05 NP GQSCX - 量化美国小盘股股票投资组合 795 12.45 16 -11.76
2025-07-24 13F IFP 顾问公司 36 1
2025-08-14 13F 舍布鲁克公园顾问有限公司 0 -100.00 0
2025-07-21 13F 未来资产环球投资有限公司 1,115 19.64 23 22.22
2025-08-12 13F 动态技术实验室私人有限公司 0 -100.00 0
2025-08-14 13F 巴利亚斯尼资产管理有限公司 0 -100.00 0
2025-08-06 13F 法国巴黎银行资产管理控股公司 428 0
2025-07-15 13F 密苏里信托投资公司 19 0.00 0
2025-06-26 NP DFSV - 维度美国小盘价值 ETF 75,115 127.97 1,506 61.76
2025-08-13 13F 城镇广场资本有限公司 0 -100.00 0
2025-05-14 13F 俄亥俄州公共雇员退休制度 0 -100.00 0
2025-07-28 NP UWM - ProShares Ultra Russell2000 2,619 -17.49 42 -39.71
2025-08-07 13F 洛杉矶资本管理有限公司 0 -100.00 0
2025-07-11 13F 远远财务顾问有限责任公司 1 -80.00 0
2025-08-26 NP Texas Capital Funds Trust - Texas Capital 德克萨斯小盘股指数 ETF 386 -24.46 8 -30.00
2025-07-22 NP DSMFX - 目的地中小型股票基金 I 类 659 0.00 11 -28.57
2025-07-29 13F 斯蒂芬斯公司/ar/ 11,386 -16.52 233 -15.02
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 266,940 3.34 5,352 -26.71
2025-08-27 NP JNL 系列信托 - JNL/DFA 美国小型股基金 (A) 5,882 0.00 120 2.56
2025-07-15 13F Bfsg 有限公司 90 0.00 2 0.00
2025-08-12 13F Legal & General 集团有限公司 34,908 34.70 713 37.45
2025-07-28 NP AVSU - Avantis 责任美国股票 ETF 190 8.57 3 0.00
2025-06-24 NP 创新者 ETF 信托 - 创新者美国小型股管理式 ETF 169 5.62 3 -25.00
2025-08-27 NP SEASONS SERIES TRUST - SA 多管理小型股投资组合 1 级 14,778 6.20 302 8.27
2025-08-14 13F 瑞银集团 363,848 646.22 7,430 661.17
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 569 0.00 12 0.00
2025-08-12 13F Nuveen有限责任公司 1,073,107 59.73 21,913 84.44
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - 美国可持续发展目标价值投资组合机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7,878 16.71 158 -17.37
2025-08-07 13F 康纳克拉克伦投资管理有限公司 126,431 -28.53 2,582 -27.11
2025-08-15 13F 卡克斯顿联合律师事务所 0 -100.00 0
2025-05-15 13F 金刚狼贸易有限公司 Put 0 -100.00 0
2025-08-07 13F 奥尔沃斯金融有限公司 5 0
2025-08-14 13F 曼氏集团 0 -100.00 0
2025-08-27 NP VEXMX - 先锋扩展市场指数基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 446,991 1.34 9,128 3.36
2025-05-14 13F 下世纪成长投资者有限公司 0 -100.00 0
2025-08-27 NP 俄亥俄国家基金公司 - ON BlackRock Advantage Small Cap Growth Portfolio 5,777 14.10 118 15.84
2025-07-25 NP WSML - iShares MSCI 全球小型股 ETF 2,093 33
2025-08-14 13F 富国银行/百万 20,300 24.18 415 26.61
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 8,300 -9.78 169 -8.15
2025-06-26 NP DFFVX - 美国目标价值投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 208,307 41.72 4,177 0.51
2025-08-26 NP Profunds - Profunds 小型股副总裁 65 10.17 1 0.00
2025-05-07 13F LPL 金融有限责任公司 0 -100.00 0
2025-08-25 NP QWVOX - Clearwater 小公司基金 7,469 -82.43 153 -82.14
2025-08-19 NP BUFSX - 布法罗小型基金投资者类别 239,614 0.00 4,893 1.98
2025-05-27 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 39,960 3,559.34 800 2,655.17
2025-05-14 13F 萨斯奎哈纳国际集团有限责任公司 Put 0 -100.00 0 -100.00
2025-08-27 NP VSTCX - 先锋战略小型股票基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 133,712 15.44 2,730 17.77
2025-08-13 13F 罗素投资集团有限公司 1,532 -91.79 31 -91.67
2025-08-14 13F 两西格码投资有限合伙人 28,241 -79.80 577 -79.41
2025-04-25 NP VFMO - Vanguard US Momentum Factor ETF ETF 股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 28,288 18.32 613 -15.21
2025-08-05 13F 亨廷顿国家银行 197 19,600.00 4
2025-08-08 13F 美国信安金融集团 1,798,974 22.56 36,735 25.01
2025-08-12 13F 贝莱德公司 3,154,679 5.74 64,419 7.85
2025-08-19 NP BUFOX - 布法罗新兴机会基金投资者类别 38,700 0.00 790 2.07
2025-05-28 NP RPNIX - Riverpark/Next Century Growth Fund 机构类别股票 0 -100.00 0 -100.00
2025-06-23 NP UAPIX - 超小盘深度投资者类别 268 -28.91 5 -50.00
2025-08-27 NP VTSMX - 先锋总股票市场指数基金投资者份额 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 844,785 1.70 17,251 3.73
2025-05-28 NP BBGSX - Bridge Builder 中小型股成长基金 1,618 0.00 32 -25.58
2025-08-11 13F 罗斯柴尔德投资有限公司 85 325.00 2
2025-08-26 NP Profunds - Profund 超小型股副总裁 99 4.21 2 100.00
2025-05-29 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 12,786 0.00 256 -25.00
2025-05-15 13F 长城汽车顾问有限责任公司 0 -100.00 0 -100.00
2025-08-27 NP RYRRX - 罗素 2000 基金 A 类 67 9.84 1 0.00
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 4,600 0.00 94 1.09
2025-06-26 NP Dfa Investment Dimensions Group Inc - Va US 目标价值投资组合 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10,989 27.59 220 -9.47
2025-08-28 NP QCSTRX - 股票账户类别 R1 483,597 30.09 9,875 32.69
2025-07-29 NP ORSIX - NORTH SQUARE 动态小盘基金 I 类 46,240 -5.27 738 -30.25
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 5,034 18.73 101 -15.97
2025-07-28 NP HDG - ProShares 对冲复制 ETF 35 16.67 1
2025-08-14 13F 大和证券集团公司 86 0.00 0
2025-08-14 13F 格雷厄姆资本管理有限合伙人 41,783 -38.90 853 -37.69
2025-08-14 13F 道富银行 707,687 -1.03 14,451 0.95
2025-05-06 13F RSM美国财富管理有限公司 0 -100.00 0
2025-08-15 NP PSC - 主要美国小盘多因素指数 ETF 23,172 51.38 473 54.58
2025-08-29 NP JAEWX - 小盘股指数信托资产净值 5,520 10.07 113 12.00
2025-08-13 13F 丽都顾问有限责任公司 10,031 0.00 205 2.00
2025-07-29 NP VTWV - Vanguard Russell 2000 价值指数基金 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 11,802 -2.86 188 -28.52
2025-08-12 13F 德意志银行\ 61,743 -5.79 1,261 -3.96
2025-07-28 13F 港口投资公司 2,987 19.48 61 20.00
2025-07-29 NP VRTIX - Vanguard Russell 2000 指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 132,054 11.30 2,109 -18.04
2025-08-29 NP JADMX - 小盘机会信托资产净值 2,492 111.37 51 117.39
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 115,791 7.54 2,322 -23.75
2025-08-27 NP SEASONS SERIES TRUST - SA Putnam 资产配置多元化增长投资组合 1 级 1,661 -1.95 34 0.00
2025-04-09 13F 绿色阿尔法顾问有限责任公司 0 -100.00 0
2025-07-09 13F 万通信托公司 Fsb/adv 0 -100.00 0
2025-07-25 13F 奥泉环球投资控股有限公司 161,175 -26.00 3,291 -24.52
2025-07-29 NP VRTTX - Vanguard Russell 3000 指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,166 0.00 35 -26.09
2025-08-14 13F CM Bidwell & Associates 有限公司 0 -100.00 0
2025-07-31 13F 奎斯特合作伙伴有限责任公司 2,095 -65.13 43 -65.00
2025-07-28 NP AVUSX - Avantis 美国股票基金机构类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 388 0.00 6 -25.00
2025-08-28 NP TIAA 独立账户 VA 1 - 股票指数账户 教师个人年金 个人递延可变年金 627 0.00 13 0.00
2025-08-14 13F 萨斯奎哈纳国际集团有限责任公司 42,853 19.36 875 21.87
2025-08-26 NP NOSGX - 北方小盘价值基金 8,756 -15.99 179 -14.42
2025-08-27 NP TLEQX - 小盘股票基金 3,887 -21.09 79 -19.39
2025-08-14 13F 元盛资本集团有限公司 0 -100.00 0
2025-06-26 NP DFSVX - 美国小盘价值投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 116,125 109.29 2,328 48.47
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 46,050 7.04 923 -24.10
2025-05-06 13F MCF 顾问有限责任公司 0 -100.00 0
2025-08-11 13F 环球保险及服务有限公司 54,610 364.65 1,115 374.47
2025-08-14 13F 德肖公司 148,190 -21.67 3,026 -20.10
2025-04-29 NP SSMAX - Siit 中小盘股票基金 - A 类 41,770 906
2025-08-14 13F 阿默普莱斯金融公司 372,467 14.36 7,606 16.64
2025-08-14 13F 银冠资产管理集团有限公司 279,959 40.82 5,717 43.62
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 153,152 0.58 2,446 -25.93
2025-05-29 NP HSGFX - 赫斯曼战略增长基金 20,000 -71.43 400 -78.55
2025-08-29 NP JAFVX - 战略股权配置信托系列资产净值 4,272 14.07 87 17.57
2025-08-13 13F 宽博科技有限公司 0 -100.00 0
2025-08-27 NP RYDEX 可变信托 - Russell 2000(R) 1.5x 策略基金可变年金 8 14.29 0
2025-08-28 NP 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 3,526 12.33 72 16.13
2025-08-05 13F 赫斯曼战略顾问公司 0 -100.00 0
2025-08-04 13F 资产标记公司 4,547 14.25 93 16.46
2025-08-29 NP QSML - WisdomTree 美国小型股优质增长基金 273 2.63 6 0.00
2025-08-14 13F Citadel 顾问有限公司 888,515 243.88 18,143 250.79
2025-08-27 NP 安联可变保险产品信托 - AZL DFA 美国核心股票基金 431 0.00 9 0.00
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 12,416 0.00 254 2.02
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 50,665 0.00 809 -26.32
2025-08-14 13F 第一集团贸易有限公司 Put 0 -100.00 0 -100.00
2025-08-26 NP NSCAX - Nuveen NWQ 小盘价值基金 - 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 172,922 56.97 3,531 60.14
2025-06-26 NP ISCG - iShares Morningstar 小盘成长 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 3,528 3.83 71 -27.08
2025-07-22 13F 广发基金管理有限公司 716 0.00 15 0.00
2025-08-13 13F 耶鲁山投资顾问有限公司 8,362 171
2025-08-08 13F 顾问资本管理有限责任公司 245,867 21.91 5,021 24.35
2025-06-23 NP PSBMX - 小型股基金 (前身为小型股混合基金) R-3 631,100 -0.33 12,654 -29.31
2025-08-07 13F 帕金斯资本管理公司 27,995 -17.58 572 -15.91
2025-08-18 NP 太平洋精选基金 - 小盘股票投资组合 I 类 2,152 35.35 44 38.71
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 12,788 -1.52 256 -30.25
2025-08-26 NP TRSYX - T. Rowe Price 小盘股指数基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,666 22.13 54 25.58
2025-05-19 13F 阿尔法 DNA 投资管理有限责任公司 0 -100.00 0
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 3,891 -42.82 79 -56.35
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
2025-05-14 13F CIBC 私人财富集团有限责任公司 0 -100.00 0 -100.00
2025-05-16 13F 科佩尔咨询解决方案有限责任公司 0 -100.00 0
2025-03-28 NP DXUV-美国维度矢量股票 ETF 16 0.00 0
2025-07-07 13F Versant 资本管理公司 126 3
2025-08-14 13F 舍恩菲尔德战略顾问有限责任公司 67,926 13.83 1,387 16.16
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB 小型股成长投资组合 IB 类 9,250 0.00 189 1.62
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 19,900 3.65 406 5.73
2025-08-07 13F 休斯金融服务有限责任公司 435 0.00 9 0.00
2025-08-14 13F 弗默尔有限公司 24,000 1,976.12 490 2,030.43
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 40,851 10.31 652 -18.70
2025-06-27 NP HAPS - 港湾企业文化小型股 ETF 17,073 -19.82 342 -43.09
2025-05-27 NP IWO - iShares Russell 2000 Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 75,263 -3.65 1,507 -27.63
2025-08-07 13F Parkside 金融银行与信托 25 25.00 1
2025-08-13 13F 大都会人寿投资管理有限公司 15,881 0.97 324 3.18
2025-08-13 13F 安大略省医疗保健养老金计划信托基金 35,800 0.00 731 2.09
2025-08-13 13F 景顺有限公司 40,429 25.36 826 27.91
2025-08-14 13F 千禧管理有限公司 428,397 68.16 8,748 71.51
2025-08-27 NP TIFF 投资计划 - TIFF 多元资产基金 Short -936 -19
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 12,898 0.00 259 -29.12
2025-05-08 13F ProShare 顾问有限责任公司 0 -100.00 0
2025-07-09 13F 第一银行与信托 19,951 31.81 407 34.32
2025-08-28 NP SSBIX - 道富平衡指数基金 K 类 171 0.00 3 0.00
2025-05-27 NP NVSOX - 富国银行纪律小盘基金管理员班 9,998 78.22 200 34.23
2025-07-28 13F 布林莫尔信托公司 46 0.00 1
2025-07-24 NP ESML - iShares ESG MSCI 美国小型股 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 37,160 18.01 593 -13.05
2025-06-26 NP 贝莱德基金 - iShares Total 美国股市指数基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,921 0.00 39 -29.63
2025-08-04 13F 西蒙快速顾问有限公司 13,697 0.75 280 2.57
2025-08-14 13F Palisade 资本管理有限公司/新泽西州 575,116 17.38 11,744 19.72
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 16,778 0.00 343 2.09
2025-05-22 NP ASMOX - AQR 小盘动量型基金 I 类 0 -100.00 0 -100.00
2025-07-24 13F CWM 顾问有限责任公司 19,117 11.45 390 13.70
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 49,288 62.61 1,006 66.01
2025-08-14 13F 雅各布斯利维股权管理公司 0 -100.00 0
2025-07-24 13F 美国合众银行\de\ 0 -100.00 0
2025-04-22 13F 剑桥投资研究顾问公司 0 -100.00 0
2025-05-30 NP SPWIX - Simt 小盘成长基金 I 类 19,000 380
2025-08-12 13F 摩根大通公司 26,663 -12.80 544 -11.11
2025-08-12 13F XTX Topco有限公司 46,301 135.89 945 141.07
2025-08-25 NP SQLV - Legg Mason 小型股优质价值 ETF 2,934 -7.71 60 -6.35
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 2,207 -4.33 45 -2.17
2025-08-14 13F 未来资产全球ETFS控股有限公司 15,561 0.78 318 2.59
2025-08-15 13F 塔尔研究资本有限责任公司（TRC） 2,791 256.91 57 273.33
2025-07-29 NP BOGIX - 博格尔投资管理小型股成长基金 31,847 -9.18 509 -33.16
2025-08-26 NP Texas Capital Funds Trust - Texas Capital 德克萨斯股票指数 ETF 726 4.61 15 7.69
2025-08-27 NP Jnl 系列信托 - Jnl/dfa 美国核心股票基金 (a) 725 0.00 15 0.00
2025-05-15 13F SRS 资本顾问公司 0 -100.00 0
2025-06-25 NP WFGDX - 富国银行新兴增长基金管理员班 62,977 0.60 1,263 -28.66
2025-08-11 13F 美国信安证券公司 76 -15.56 2 -50.00
2025-08-14 13F 高盛集团公司 273,443 55.96 5,584 59.06
2025-06-26 NP KCXIX - Knights of Columbus 美国全盘指数基金 I 股 111 7.77 2 0.00
2025-08-14 13F 黑暗森林资本管理有限公司 0 -100.00 0
2025-05-14 13F 第一集团贸易有限公司 0 -100.00 0 -100.00
2025-08-13 13F 阿蒙迪 0 -100.00 0
2025-08-08 13F/A 斯特林资本管理有限公司 767 142.72 16 150.00
2025-08-26 NP EQ ADVISORS TRUST - EQ/富兰克林小型股价值管理波动性投资组合 IB 类 1,002 0.00 20 0.00
2025-06-26 NP NSCS - Nuveen 小型股精选 ETF 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 2,290 2.05 46 -28.57
2025-08-14 13F 都铎投资公司等 76,454 -55.39 1,561 -54.50
2025-06-26 NP TIEIX - TIAA-CREF 机构类别股票指数基金 15,535 0.00 311 -29.16
2025-08-22 NP FISVX - 富达小盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 31,109 62.37 635 65.80
2025-08-01 13F 罗斯比金融（LCC） 142 0.00 3 0.00
2025-08-12 13F 科桥金融公司 0 -100.00 0
2025-08-14 13F 伯奇维资本有限合伙人 110,600 25.11 2,258 27.64
2025-06-26 NP DFSU - 维度美国可持续发展核心 1 ETF 1,410 0.00 28 -28.21
2025-08-14 13F 帕克曼医疗保健合作伙伴有限责任公司 352,262 0.49 7,193 2.49
2025-08-28 NP SSTIX - 道富总回报 VIS 基金 1 类股票 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 737 53.54 15 66.67
2025-05-30 NP STMSX - Simt 税务管理中小盘基金 F 级 17,305 -36.94 346 -52.67
2025-08-26 NP PENN SERIES FUNDS INC - 小盘股指数基金 700 0.00 14 0.00
2025-04-25 13F 利桑蒂资本成长有限责任公司 0 -100.00 0
2025-08-07 13F 阿卡迪亚资产管理有限公司 544,250 -19.50 11 -15.38
2025-08-28 NP SSSEX - 道富小盘股 VIS 基金 1 类股票 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,260 33.81 46 39.39
2025-08-14 13F 普莱斯 T Rowe Associates Inc /md/ 26,407 11.40 1
2025-07-29 NP ISMD - Inspire 中小型影响力 ETF 17,685 23.33 282 -9.03
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 1,800 0.00 37 0.00
2025-08-13 13F 诚信合作伙伴有限责任公司 0 -100.00 0
2025-06-25 NP FHLC - 富达 MSCI 医疗保健指数 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 11,835 -2.11 237 -30.50
2025-07-25 13F CWM有限公司 1,058 -74.46 0
2025-08-27 NP VANGUARD 可变保险基金 - 小型公司成长投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 71,301 0.00 1,456 1.96
2025-05-14 13F 车床资本有限公司 Call 0 -100.00 0 -100.00
2025-08-08 13F Geode资本管理有限公司 689,926 6.17 14,090 8.28
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 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 13,600 0.00 273 -29.17
2025-08-14 13F 美国银行 /de/ 382,745 1.96 7,816 3.99
2025-07-28 NP AVSBX - Avantis 美国小型股股票基金 G 类 2,626 0.00 42 -26.79
2025-08-29 NP EES - WisdomTree 美国小型股基金 不适用 6,322 -2.59 129 0.00
2025-05-27 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 5,262 3.64 105 -22.22
2025-05-05 13F 林布鲁克资本有限公司 179 4.07 4 -25.00
2025-05-14 13F 车床资本有限公司 Put 0 -100.00 0 -100.00
2025-08-04 13F 联合银行 893 0.00 0
2025-08-28 NP NCGFX - 新约成长基金 730 0.00 15 0.00
2025-06-26 NP USMIX - 扩展市场指数基金 3,246 -2.99 65 -30.85
2025-08-11 13F 入口点资本有限责任公司 0 -100.00 0
2025-06-26 NP TISEX - TIAA-CREF 机构级量化小型股票基金 247,040 -2.43 4,953 -30.80
2025-08-14 13F 于凡 0 -100.00 0
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 12,966 -57.55 260 -69.99
2025-05-12 13F 河公园顾问有限责任公司 0 -100.00 0
2025-08-13 13F 跳跃金融有限责任公司 21,858 446
2025-06-18 NP 全国共同基金 - 全国基本全盘股票投资组合 R6 级 1,024 0.00 21 -28.57
2025-07-24 NP BDSIX - 贝莱德优势小型核心基金机构股 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 218,932 0.00 3,496 -26.34
2025-05-28 NP QCEQRX - 股票指数账户类别 R1 11,625 0.00 233 -24.92
2025-08-05 13F 纽约梅隆银行 89,883 6.95 1,835 9.10
2025-08-18 NP PACIFIC SELECT FUND - PD 小盘价值指数投资组合 P 级 3,985 42.37 81 44.64
2025-08-08 13F SBI 证券股份有限公司 50 -13.79 1 0.00
2025-06-23 NP SLPIX - 小盘股深度投资者类别 26 -10.34 1
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 小盘股指数 VIP A 级 4,352 8.20 89 10.00
2025-08-27 NP BBVSX - Bridge Builder 中小盘价值基金 13,634 71.15 278 74.84
2025-08-14 13F 工程师 门经理 LP 67,252 27.08 1,373 29.65
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 4,009 0.00 64 -25.58
2025-08-26 NP VVICX - Voya VACS 指数系列 SC 投资组合 1,995 12.02 41 14.29
2025-07-29 NP 古根海姆主动配置基金 124 0.00 2 -50.00
2025-08-04 13F 尖峰财富管理 50 0.00 1 0.00
2025-08-20 NP 全国可变保险信托 - NVIT 小盘指数基金 II 类 5,379 20.66 110 22.47
2025-08-20 NP WAMCX - Wasatch Ultra Growth 基金投资者类别股票 This fund is a listed as child fund of Wasatch Advisors 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 627,208 5.61 12,808 7.72
2025-05-23 NP EQ ADVISORS TRUST - EQ/摩根士丹利小型股成长投资组合 IB 级 1,211 0.00 24 -25.00
2025-08-12 13F 美洲投资伙伴公司 2,900 18.37 59 20.41
2025-08-15 13F 摩根士丹利 167,588 -20.87 3,422 -19.29
2025-06-18 NP NWHDX - 全国贝拉德认知价值基金 A 类 11,400 229
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master 小盘股指数系列 49,217 10.02 1,005 12.29
2025-07-09 13F 港湾资本顾问公司 20,399 22.92 0
2025-08-14 13F 立体派系统策略有限责任公司 0 -100.00 0 -100.00
2025-08-14 13F 雷蒙德詹姆斯金融公司 662 14
2025-07-14 13F Counterpoint 共同基金有限责任公司 0 -100.00 0
2025-08-14 13F/A 斯科波斯实验室有限公司 11 0.00 0
2025-08-14 13F 维维恩基金管理有限责任公司 31,539 2.83 644 4.89
2025-08-06 13F 第一地平线顾问公司 1,792 -0.99 37 0.00
2025-08-13 13F 施罗德投资管理集团 648,572 8.62 13,198 10.86
2025-06-26 NP DFUS - 维度美国股票 ETF 7,324 28.00 147 -9.32
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 13,247 -17.09 266 -41.24
2025-06-26 NP DFAU - 维度美国核心股票市场 ETF 5,077 5.40 102 -25.74
2025-08-27 NP 高级系列信托 - Ast 小型成长型投资组合 4,740 0.00 97 2.13
2025-08-26 NP PAEAX - Putnam动态资产配置成长基金A类股 22,473 0.00 459 2.00
2025-08-14 13F 第一集团贸易有限公司 Call 1,100 266.67 22 266.67
2025-08-28 NP IWN - iShares Russell 2000 价值 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 251,653 57.46 5,139 60.61
2025-07-29 NP SMXAX - SIIT 扩展市场指数基金 - A 类 4,600 0.00 73 -26.26
2025-07-17 13F Tritonpoint 财富有限公司 40,777 -2.07 833 -0.12
2025-08-14 13F 布雷德韦尔有限合伙人 822,735 125.25 16,800 129.76
2025-06-26 NP DFAT - 维度美国目标价值 ETF 171,542 7.71 3,439 -23.61
2025-08-14 13F 法国巴黎银行套利公司 99,293 119.53 2,028 123.98
2025-08-28 13F 汇添富资产管理有限公司 5,799 1.40 118 3.51
2025-08-14 13F 制造商人寿保险公司 10,316 211
2025-04-25 NP VFMFX - Vanguard 美国多因素基金 Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,294 0.00 71 -28.28
2025-08-11 13F 花旗集团 14,072 -77.56 287 -77.13
2025-09-04 13F/A 顾问集团控股公司 199 -1.49 4 0.00
2025-08-26 NP 富国银行可变信托 - 富国银行 VT 小盘成长基金 2 级 70,422 1.42 1,438 3.45
2025-05-06 13F 莱加托资本管理有限公司 0 -100.00 0
2025-08-12 13F 富兰克林资源公司 99,247 0.16 2,027 2.17
2025-08-13 13F Centiva 资本有限合伙人 0 -100.00 0
2025-07-28 NP VCSLX - 小盘股指数基金 10,860 9.92 173 -19.16
2025-07-22 NP GSSC - 高盛 ActiveBeta(R) 美国小盘股 ETF 24,714 22.26 395 -10.05
2025-08-12 13F 管家合伙人投资咨询有限公司 0 -100.00 0
2025-08-28 NP VYSVX - Vericimetry 美国小型股价值基金 2,550 52
2025-06-26 NP ISCV - iShares Morningstar 小盘价值 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,503 4.25 50 -25.37
2025-08-11 13F 授权基金有限责任公司 40,750 832
2025-08-07 13F 苏黎世州银行 (Zurcher Kantonalbank) 12,089 0.07 247 2.07
2025-04-28 NP FDLS - Inspire Fidelis 多因子 ETF 29,490 4.60 639 -25.09
2025-05-14 13F 联信银行 0 -100.00 0
2025-08-14 13F/A 巴克莱银行 109,743 156.32 2
2025-08-14 13F 两个 Sigma 顾问，有限合伙人 12,000 -82.66 245 -82.31
2025-05-02 13F 贝拉德公司 0 -100.00 0
2025-07-31 13F 科尼泽资本管理公司 /ks 278,314 0.00 5,683 2.01
2025-08-27 13F/A Squarepoint Ops LLC 125,719 29.13 2,567 31.71
2025-08-26 NP EGWAX - 富国银行基本小盘成长基金（前身为富国银行传统小盘成长基金）A 类 21,679 22.72 443 25.21
2025-06-26 NP TISBX - TIAA-CREF 小型股混合指数基金机构类别 33,263 0.00 667 -29.15
2025-08-08 13F 橡树丰收投资服务 16,883 0.00 345 2.08
2025-08-13 13F 谢尔顿资本管理公司 0 -100.00 0
2025-06-26 NP DFAC - 维度美国核心股票 2 ETF 73,089 10.69 1,465 -21.49
2025-05-12 13F 普拉维达投资有限公司 Call 0 -100.00 0
2025-08-13 13F 汇丰控股有限公司 34,018 73.32 691 76.92
2025-08-11 13F 先锋集团公司 2,170,028 5.98 44,312 8.10
2025-08-12 13F Trexquant 投资有限责任公司 318,072 27.74 6,495 30.32
2025-08-28 NP IWC - iShares 微型股 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 63,780 8.60 1,302 10.81
2025-05-15 13F/A Orion 投资组合解决方案有限责任公司 78,409 14.77 1,570 -13.79
2025-08-14 13F 水产资本管理有限责任公司 19,280 394
2025-08-25 NP PRINCIPAL VARIABLE CONTACTS FUNDS INC - 小盘账户 1 类 59,853 21.90 1,222 24.44
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT 微型资本投资组合 IB 级 5,957 31.33 122 34.44
2025-08-14 13F 加拿大皇家银行 10,573 16.35 215 18.13
2025-05-02 13F 拉森金融集团有限责任公司 0 -100.00 0
2025-08-12 13F 普利股权公司 Put 0 0
2025-08-26 NP IWV - iShares Russell 3000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,328 -0.78 109 0.93
2025-08-12 13F 普利股权公司 Call 0 0
2025-06-24 NP TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 This fund is a listed as child fund of Northern Trust Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,355 -1.26 47 -29.85
2025-08-12 13F 普利股权公司 0 0
2025-08-14 13F 加州教师退休制度 24,620 0.00 503 2.03
2025-05-29 NP HSAFX - 赫斯曼战略配置基金 1,000 -71.43 20 -78.49
2025-06-30 NP VEXPX - VANGUARD EXPLORER 基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 220,964 30.75 4,430 -7.26
2025-05-14 13F 法国外贸银行 0 -100.00 0
2025-08-13 13F 麦肯齐金融公司 24,204 -11.86 494 -10.02
2025-08-19 NP GARTX - 高盛绝对回报跟踪基金 A 类 744 -57.24 15 -55.88
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 39,464 12.87 791 -19.94
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 132,791 -2.17 2,121 -27.94
2025-08-29 NP SA 基金投资信托 - SA 美国小型公司基金 1,302 0.00 27 0.00
2025-07-25 NP PMIYX - 普特南收入策略投资组合 - 816 38.31 13 8.33
2025-08-14 13F 塞伊投资公司 31,130 -57.39 636 -56.57
2025-08-08 13F 阿卡迪亚投资管理公司/mi 0 -100.00 0
2025-06-26 NP DFQTX - 美国核心股票 2 投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 36,959 -37.85 741 -55.92
2025-08-18 NP 太平洋精选基金 - 小盘股指数投资组合 I 类 7,838 15.55 160 18.52
2025-05-15 13F 格拉纳汉投资管理公司/马 0 -100.00 0 -100.00
2025-08-14 13F Aqr资本管理有限公司 49,230 -64.07 1,005 -63.36
2025-08-14 13F 惠灵顿管理集团有限责任公司 407,211 -50.85 8,315 -49.87
2025-08-14 13F HRT金融有限责任公司 18,826 -33.44 0
2025-08-13 13F EverSource 财富顾问有限责任公司 47 0.00 1
2025-08-26 NP PABAX - Putnam动态资产配置平衡基金A类股票 16,154 0.00 330 1.86
2025-06-25 NP ISCB - iShares 晨星小型股 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,263 3.95 25 -26.47
2025-07-14 13F 伽玛投资有限责任公司 132 -39.45 3 -50.00
2025-08-13 13F 文艺复兴科技有限公司 670,500 -4.38 13,692 -2.47
2025-08-13 13F 北方信托公司 279,825 2.32 5,714 4.38
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT 小盘价值投资组合 IB 级 4,555 62.45 93 66.07
2025-08-14 13F Qube研究与技术有限公司 192,553 -31.07 3,932 -29.70
2025-06-24 NP JPSE - 摩根大通多元化回报美国小盘股 ETF 14,550 -0.67 292 -29.71
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 14,871 0.00 237 -26.40
2025-08-26 NP IHF - iShares 美国医疗保健提供商 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 30,061 -1.32 614 0.66
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
2025-07-28 NP MSSM - 摩根士丹利 Pathway 中小型股 ETF 1,005 0.00 16 -23.81
2025-07-08 13F 并行顾问有限责任公司 27,893 1.09 570 3.45
2025-08-08 13F 英泰投资管理有限公司 12,289 -23.57 251 -22.12
2025-08-14 13F Citadel 顾问有限公司 Put 0 -100.00 0
2025-08-07 13F Campbell & CO 投资顾问有限责任公司 0 -100.00 0
2025-08-14 13F 简街集团有限责任公司 0 -100.00 0
2025-05-08 13F 联合爱马仕有限公司 0 -100.00 0
2025-07-29 NP VHCIX - 先锋医疗保健指数基金 Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 88,037 5.24 1,406 -22.50
2025-06-26 NP DFAS - 维度美国小型股 ETF 76,103 2.07 1,526 -27.62
2025-08-14 13F Point72 资产管理有限合伙人 0 -100.00 0
2025-08-14 13F 联伯恩斯坦有限责任公司 33,370 0.00 681 1.95
2025-07-28 NP AVSC - Avantis 美国小盘股 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 55,021 4.90 879 -22.78
2025-04-29 13F/A Huntleigh Advisors, Inc. 0 -100.00 0
2025-08-14 13F Citadel 顾问有限公司 Call 0 -100.00 0
2025-08-12 13F 峰会全球投资 15,649 -48.93 0
2025-07-29 NP VFMF - Vanguard 美国多因素 ETF ETF 股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8,954 0.00 143 -26.80
2025-05-27 NP FAEQX - PFM 多经理国内股票基金机构类 0 -100.00 0 -100.00
2025-08-12 13F 瑞士国家银行 54,300 0.00 1,109 1.93
2025-07-23 13F Klp资本管理公司 4,800 0.00 98 2.08
2025-05-13 13F 瑞银集团 Call 0 -100.00 0 -100.00
2025-08-27 NP VBINX - 先锋平衡指数基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 17,567 0.00 359 1.99
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 管理波动性投资组合 IB 级 33,023 9.41 674 11.59
2025-08-28 NP IWM - iShares Russell 2000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 705,260 1.15 14,401 3.17
2025-05-14 13F 萨斯奎哈纳国际集团有限责任公司 Call 0 -100.00 0 -100.00
2025-06-26 NP SCUVX - 哈特福德施罗德美国小型股机会基金 A 级 65,409 317.39 1,311 195.94
2025-08-28 NP WFIVX - Wilshire 5000 指数基金投资类别 171 0.00 3 0.00
2025-07-16 13F 签名有限责任公司 45 1
2025-08-28 NP SIVIX - 道富机构小型股票基金投资类别 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 47,739 -5.31 975 -3.47
2025-08-26 NP PACAX - Putnam动态资产配置保守基金A类股票 2,446 -2.82 50 -2.00
2025-07-30 NP FSAKX - 战略顾问美国全股票基金 729,165 64.67 11,645 21.30
2025-08-29 NP JAFEX - 总股票市场指数信托资产净值 499 9.67 10 11.11
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 13,840 0.00 221 -26.33
2025-05-09 13F R平方有限公司 0 -100.00 0
2025-08-12 13F 全球退休合作伙伴有限责任公司 1,163 5.73 24 -20.69
2025-08-13 13F 纽约州共同退休基金 215,830 32.28 4 33.33
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 65,636 4.39 1,316 -25.94
2025-08-22 NP 哥伦比亚基金可变保险信托 - 哥伦比亚可变投资组合 - 小盘价值基金 1 类 62,495 37.37 1,276 40.22
2025-08-14 13F 柏西资产管理有限公司 0 -100.00 0
2025-08-26 NP IRSIX - Voya Russell™ 小盘股指数投资组合 ADV 级 5,858 8.00 120 10.19
2025-05-15 13F 沃亚投资管理有限公司 0 -100.00 0
2025-08-22 NP FESM - 富达增强型小型股 ETF 23,011 470
2025-05-15 13F 柏图斯信托公司 (LTA) 0 -100.00 0
2025-07-28 NP IBBQ - 景顺纳斯达克生物技术 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,127 5.62 18 -26.09
2025-08-13 13F 优势阿尔法资本合伙人有限合伙人 16,021 -19.11 327 -17.42
2025-05-13 13F 克雷塞特资产管理有限责任公司 0 -100.00 0
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 指数投资组合 A 类 9,449 0.00 193 1.59
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - 美国 Social Core Equity 2 投资组合股票 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,119 -15.58 83 -40.15
2025-06-18 NP GMRAX - 全国小盘指数基金 A 类 2,130 0.00 43 -30.00
2025-08-12 13F 嘉信理财投资管理公司 235,015 -2.99 4,799 -1.05
2025-08-01 13F Envestnet资产管理公司 70,478 1.01 1,439 3.08
2025-08-08 13F 创意策划 11,111 0.10 227 1.80
2025-07-28 NP ITWO - ProShares Russell 2000 高收益 ETF 448 -0.88 7 -22.22
2025-08-14 13F 阿尔格特全球有限公司 185,181 28.32 4 50.00
2025-08-29 NP BSVO - EA Bridgeway Omni 小盘价值 ETF 40,702 831
2025-08-27 NP VQNPX - 先锋成长和收入基金投资者股票 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 1,100 -88.80 22 -88.78
2025-06-25 NP CSMIX - 哥伦比亚小盘价值基金 I A 类 171,787 -1.43 3,444 -30.10
2025-08-04 13F 俄亥俄州 11,700 -36.07 239 -34.97
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 800 0.00 16 0.00
2025-08-13 13F 琼斯金融公司有限责任公司 25 0.00 1
2025-08-28 NP SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,179 3.15 24 9.09
2025-08-26 NP NSIDX - 北方小盘股指数基金 13,150 12.18 269 14.53
2025-08-27 NP RYRUX - Russell 2000 2x 策略基金 A 级股票 145 9.85 3 0.00
2025-05-14 13F 箭街资本有限合伙企业 0 -100.00 0
2025-08-12 13F 恒线顾问公司 45,397 15.85 927 18.11
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 小型股指数投资组合 - I 类 2,900 18.37 59 20.41
2025-06-26 NP DCOR - 维度美国核心股票 1 ETF 2,031 34.77 41 -4.76
2025-08-01 13F 德克萨斯州教师退休制度 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 8,238 0.00 165 -28.88
2025-07-22 13F Gsa资本合伙公司 0 -100.00 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/普通股指数投资组合 IA 级 200 0.00 4 0.00
2025-08-11 13F Mach-1 金融集团有限公司 0 -100.00 0
2025-08-14 13F 贝尔维尤集团公司 0 -100.00 0
2025-07-28 NP URTY - ProShares UltraPro Russell2000 1,922 -27.33 31 -47.37
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