ESS 机构投资人持股和股东 埃塞克斯房地产信托公司 (NYSE) 股票

埃塞克斯房地产信托公司
US ˙ NYSE ˙ US2971781057

基本统计
机构股东 1353 total, 1338 long only, 10 short only, 5 long/short - change of 0.97% MRQ
平均投资组合配置 0.3485 % - change of -2.17% MRQ
已发行股票 shares (source: Capital IQ)
法人股（长期） 79,084,037 - 122.79% (ex 13D/G) - change of 4.75MM shares 6.39% MRQ
制度价值（长期） $ 18,451,315 USD ($1000)
机构投资人持股和股东

Essex Property Trust, Inc. (US:ESS) 有 1353 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 79,119,248 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., Cohen & Steers, Inc., State Street Corp, Price T Rowe Associates Inc /md/, Valeo Financial Advisors, LLC, VGSIX - Vanguard Real Estate Index Fund Investor Shares, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, VFINX - Vanguard 500 Index Fund Investor Shares, and Geode Capital Management, Llc .

Essex Property Trust, Inc. (NYSE:ESS)机构投资人持股结构显示了机构和基金在公司中的当前头寸，以及头寸规模的最新变化。主要股东可以包括个人投资者、共同基金、对冲基金或机构。附表13D表明投资者持有（或之前持有）公司5%以上的股份，并打算（或打算）积极寻求改变业务战略。附表13G表示消极投资超过5%。

The share price as of September 8, 2025 is 265.71 / share. Previously, on September 9, 2024, the share price was 300.05 / share. This represents a decline of 11.44% over that period.

ESS / Essex Property Trust, 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。

ESS / Essex Property Trust, 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)
2025-08-14 13G/A 科恩与斯蒂尔斯公司 6,648,555 5,603,520 -15.72 8.70 -15.70
2025-08-14 13G 价格 T ROWE ASSOCIATES INC /MD/ 3,321,818 5.20
2024-10-16 13G/A 道富银行 5,848,957 5,172,350 -11.57 8.10 -11.09
13F和NPORT备案

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

更新 解锁高级数据并导出到Excel .

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文件日期 来源 投资者 类型 平均价格
(Est)		 股份 Δ 股份
(%)		 报告
价值
($1000)		 Δ 价值
(%)		 投资组合配置
(%)
2025-07-18 13F 佛蒙特州信托公司 850 0.00 241 -7.69
2025-06-25 NP CDAZX - 多经理定向另类策略基金机构类别 1,005 -12.38 281 -14.11
2025-07-17 13F 帕克普雷斯资本公司 20 -66.10 6 -72.22
2025-07-25 NP SCHH - 嘉信美国 REIT 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 393,296 6.70 111,657 -2.78
2025-07-31 13F 催化剂资本顾问有限责任公司 453 128
2025-08-28 NP 信安多元化精选实物资产基金 400 0.00 113 -7.38
2025-08-14 13F 灯塔投资伙伴有限责任公司 14,121 -85.35 4,002 -86.46
2025-07-29 13F 约菲投资管理有限公司 1,255 0.08 356 -7.55
2025-08-14 13F 制造商人寿保险公司 41,622 -3.73 11,796 -11.00
2025-06-25 NP WMMRX - 威尔明顿实物资产基金 A 类股票 5,263 0.00 1,469 -1.87
2025-08-14 13F 斯蒂菲尔金融公司 28,161 -2.09 7,982 -9.48
2025-08-08 13F 史密斯菲尔德信托公司 66 0.00 0
2025-05-30 NP GMLGX - GuideMark(R) 大盘核心基金服务股票 516 0.00 158 7.48
2025-04-14 13F 班戈储蓄银行 0 -100.00 0
2025-06-23 NP POSAX - 全球房地产证券基金A类 94,938 -1.69 26,502 -3.56
2025-06-18 NP 全国共同基金 - 全国美国 130/30 股票投资组合 R6 级 21,840 0.00 6,097 -1.91
2025-08-27 NP VTCLX - 先锋税务管理资本增值基金 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 32,997 0.00 9,351 -7.55
2025-08-28 NP SEMCX - Simt 中盘基金 F 级 810 5.06 230 -2.97
2025-06-23 NP LVPIX - 大盘价值深度投资者类别 185 1,221.43 52 1,600.00
2025-07-30 13F 普林斯顿全球资产管理有限公司 120 34
2025-05-05 13F 林布鲁克资本有限公司 171 47.41 52 57.58
2025-08-07 13F WESCAP 管理集团有限公司 761 0.00 216 -7.73
2025-07-24 13F 德国商业银行股份公司 /fi 0 -100.00 0
2025-08-28 NP PZRMX - PIMCO 通胀应对多资产基金 A 类 5,264 23.71 1,492 14.34
2025-08-28 NP Elevation Series Trust - RiverNorth Patriot ETF 30 9
2025-06-30 NP XYLD - Global X S&P 500 备兑看涨期权 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 3,896 11.28 1,088 9.14
2025-07-01 13F 凯拉资本合伙公司 905 -16.05 256 -22.42
2025-08-26 NP EQ ADVISORS TRUST - EQ/American Century 中型价值投资组合 IB 级 7,501 -35.72 2,126 -40.59
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 29,391 1.37 8,204 -0.56
2025-06-26 NP FLCOX - 富达大盘价值指数基金 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 28,076 9.05 7,837 6.98
2025-05-16 13F 遗产财富管理有限公司/ID 0 -100.00 0
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT SmartBeta 股票投资组合 IB 级 1,700 0.00 482 -7.68
2025-07-23 NP CFMCX - 中型股基金 6,507 18.85 1,847 8.33
2025-04-21 13F 老奥罗拉第二国家银行 0 -100.00 0
2025-08-27 NP HCESX - ESG 增长投资组合 HC 战略股票 98 0.00 28 -10.00
2025-08-07 13F 奥尔沃斯金融有限公司 3,319 220.37 941 228.67
2025-08-14 13F PZU SA 投资基金公司 215 -21.82 61 -28.57
2025-08-14 13F 霍华德休斯医学院 13 4
2025-08-28 NP SPYV - SPDR(R) 投资组合 S&P 500 价值 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 36,409 3.08 10,318 -4.71
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 30,516 0.00 8,519 -1.90
2025-08-22 NP RRRAX - DWS RREEF 房地产证券基金 A 类 123,006 68.37 34,860 55.64
2025-08-12 13F 石板石财富有限责任公司 2,300 -0.43 1
2025-08-14 13F 富国银行/百万 45,532 -4.68 12,904 -11.88
2025-08-14 13F 海特曼房地产证券有限公司 188,627 427.24 53,457 387.43
2025-06-26 NP KCVIX - Knights of Columbus 大盘价值基金 I 股 9,211 2,571
2025-08-25 NP SWP1Z - 嘉信标准普尔 500 指数投资组合 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 3,315 0.00 939 -7.58
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 11,832 1.89 3,353 -5.79
2025-06-26 NP 贝莱德基金 II - 贝莱德动态高收入投资组合投资者 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 2,817 786
2025-04-22 NP FLCC-联邦 Hermes MDT 大型核心 ETF 79 507.69 25 500.00
2025-08-07 13F Parkside 金融银行与信托 99 0.00 28 -6.67
2025-07-29 13F 私人财富管理集团有限责任公司 5 0.00 1 0.00
2025-05-15 13F 金刚狼贸易有限公司 0 -100.00 0 -100.00
2025-08-13 13F 德克萨斯州雇员退休制度 33,155 9
2025-05-27 NP GARJX - 高盛全球房地产证券基金投资者股票 780 -81.04 239 -79.64
2025-08-26 NP GFSYX - 机构战略另类基金 -167 -7.78
2025-08-08 13F 福斯塔·阿普丰登 16,600 40.68 4,704 30.05
2025-08-01 13F 纽约人寿投资管理有限公司 9,635 1.44 2,731 -6.22
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent 适度配置投资组合 A 类 1,267 0.00 359 -7.47
2025-05-14 13F 法国农业信贷银行 18,513 9.12 5,676 17.20
2025-08-18 NP 太平洋精选基金 - 股票指数投资组合 I 类 6,436 0.00 1,824 -7.60
2025-07-29 13F 北欧联合银行投资管理公司 5,118 7.03 1,431 -2.52
2025-06-30 NP XYLG - Global X S&P 500 备兑看涨期权和成长 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 68 0.00 19 -5.26
2025-08-15 13F Captrust 财务顾问 1,650 -4.84 468 -12.05
2025-08-08 13F 戴维斯精选顾问 28,541 2.92 8,089 -4.86
2025-03-31 NP 创新者 ETF 信托 - 创新者梯度战术轮换策略 ETF 147 -48.60 42 -37.88
2025-08-14 13F 维维恩基金管理有限责任公司 0 -100.00 0
2025-05-29 NP KNGAX - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund A 类股票 2,896 -7.24 808 -9.01
2025-08-13 13F 安盟资产管理公司 1,715 -76.03 489 -77.66
2025-08-20 NP 全国可变保险信托 - NVIT 房地产基金 I 级 39,671 -1.78 11,243 -9.20
2025-06-26 NP BLACKROCK FUNDS - iShares 开发的房地产指数基金投资者 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 7,869 -7.86 2,197 -9.63
2025-08-08 13F Candriam 卢森堡 SCA 4,620 -5.42 1,309 -12.56
2025-08-08 13F 等投资顾问公司 4,173 10.54 1,183 2.16
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 32,712 1.34 9,271 -6.32
2025-08-28 NP BlackRock Funds II - 贝莱德管理收益基金 K 类股票 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 873 247
2025-08-08 13F Gts 证券有限公司 846 240
2025-05-15 13F Centiva 资本有限合伙人 0 -100.00 0
2025-08-18 NP HNMDX - HEARTLAND 中型价值基金机构级 39,112 28.36 11,084 18.66
2025-08-22 NP XFBRX - 中型投资组合投资者类别 91,500 43.19 25,931 37.37
2025-07-25 NP PRDAX - 多元化实物资产基金 A 类 43,370 -3.86 12,313 -12.40
2025-08-13 13F 地理财富管理有限责任公司 5,232 -9.59 1,483 -16.46
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 1,422 5.02 403 -3.13
2025-06-23 NP PMPRX - 中型价值基金 I R-3 1,878 -5.34 524 -7.09
2025-07-16 13F 凯斯米尔资本管理有限公司 713 -2.73 202 -9.82
2025-08-06 NP 林肯可变保险产品信托 - LVIP 贝莱德全球房地产基金标准级 22,734 6,443
2025-08-07 13F 米德咨询服务公司 803 3.08 228 -4.62
2025-07-23 NP CFMSX - 中盘精选基金栏 22,015 62.89 6,250 48.46
2025-04-25 NP FBALX - 富达平衡基金 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 0 -100.00 0 -100.00
2025-08-14 13F 布斯贝基金管理有限公司 1,200 340
2025-08-14 13F 魁北克加丁储蓄银行联合会 7,871 90.90 2,231 76.42
2025-08-20 NP QHFRX - AQR MS Fusion HV 基金 R6 类 Short -110 -31
2025-08-29 NP DHS - WisdomTree 美国高股息基金 不适用 3,501 -2.32 992 -9.65
2025-08-28 NP STFGX - 国营农场增长基金 32,300 -3.00 9,154 -10.34
2025-08-14 13F BI 资产管理 Fondsmaeglerselskab A/S 2,692 35.69 1
2025-07-09 13F 万通信托公司 Fsb/adv 178 21.09 50 11.11
2025-07-21 13F J. Safra Sarasin 控股公司 0 -100.00 0
2025-08-26 NP SPFFX-Sphere 500 气候基金 53 20.45 15 15.38
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 394 29.61 112 19.35
2025-08-05 13F 美国资产投资管理有限公司 59,500 0.00 16,862 -7.55
2025-08-15 13F 大西人寿保险公司 /can/ 153,030 6.74 43 -2.27
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 74,000 2.48 20,972 -5.26
2025-07-17 13F 罗利资本管理公司 54 12.50 15 7.14
2025-05-13 13F 西耶纳管理 0 -100.00 0
2025-08-14 13F Peak6有限责任公司 0 -100.00 0
2025-08-19 13F/A 卡罗纳德资本管理有限合伙人 21,947 -98.97 6,220 21.98
2025-07-28 13F Mowery & Schoenfeld 财富管理有限责任公司 10 0.00 3 -33.33
2025-08-07 13F 休斯金融服务有限责任公司 4 1
2025-06-26 NP USCGX - 资本增长基金 1,432 400
2025-06-26 NP DFUSX - 美国大型公司投资组合 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 15,686 -1.99 4,379 -3.86
2025-08-14 13F 原子金融集团有限公司 0 -100.00 0
2025-08-26 NP TLRSX - 房地产证券基金 2,300 0.00 652 -7.66
2025-06-25 NP IMCV - iShares Morningstar 中盘价值 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 4,071 2.62 1,136 0.71
2025-07-15 13F 俄亥俄州公共雇员退休制度 113,003 1.37 32,025 -6.29
2025-08-05 13F 柏拉图投资管理有限公司 2,733 63.36 772 48.84
2025-08-27 NP JNL 系列信托 - JNL S&P 500 指数基金 (I) 672 8.04 190 0.00
2025-08-29 NP EPS - WisdomTree 美国大型基金 不适用 584 1.74 166 -5.71
2025-08-04 13F 联合银行 12,643 0.48 4 0.00
2025-08-12 13F 曼彻斯特资本管理有限公司 25 0.00 7 0.00
2025-05-15 13F Polymer资本管理（美国）有限责任公司 0 -100.00 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/大盘核心管理波动性投资组合 IB 类 1,171 -7.50 332 -14.69
2025-07-22 13F UniSuper管理有限公司 26,541 0.94 7,522 -6.70
2025-06-26 NP 贝莱德基金 - iShares FTSE NAREIT 全股票 REIT 指数基金 86,758 -0.20 24,218 -2.10
2025-08-26 NP HLEIX - 摩根大通股票指数基金 I 类 14,119 0.51 4,001 -7.08
2025-08-27 NP 安联可变保险产品信托 - AZL Russell 1000 价值指数基金 2 级 1,423 -9.54 403 -16.39
2025-05-14 13F 斑眼贸易有限责任公司 0 -100.00 0 -100.00
2025-08-11 13F 布朗兄弟哈里曼公司 397 29.32 113 19.15
2025-08-15 13F 嘉实基金管理有限公司 378 3.28 0
2025-08-20 NP LSPAX - LoCorr Spectrum 收益基金 A 类 2,251 0.00 638 -7.68
2025-05-22 NP IPLIX - Voya Index Plus 大盘投资组合 I 类 1,797 6.84 551 14.58
2025-08-28 NP 新时代阿尔法可变基金信托 - NAA 世界股票收入系列 409 -69.32 116 -71.81
2025-06-30 NP QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF 1,019 17.26 284 14.98
2025-08-07 13F 第1620章 200 0.00 57 -8.20
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 36,688 0.13 10,416 -8.76
2025-08-13 13F Natixis 顾问有限公司 26,838 24.54 8 16.67
2025-08-14 13F 雅各布斯利维股权管理公司 511,987 -5.78 145,097 -12.90
2025-08-27 NP 俄亥俄州国家基金公司 - ON Janus Henderson Enterprise Portfolio 270 0.00 77 -7.32
2025-07-17 13F 绿叶信托 844 -15.68 239 -21.90
2025-07-29 NP TRPBX - T. Rowe 价格谱适度配置基金 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 4,921 40.60 1,397 28.17
2025-05-06 13F Proficio 资本合作伙伴有限责任公司 0 -100.00 0 -100.00
2025-03-31 NP DAACX - 多元化股票基金 334 0.00 95 1.06
2025-08-26 NP IVE - iShares S&P 500 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 53,303 2.19 15,106 -5.53
2025-06-26 NP DFREX - Dfa 房地产证券投资组合 - 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 352,218 -2.09 98,322 -3.96
2025-08-27 NP JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) 760 90.00 215 76.23
2025-08-27 NP RYDEX 可变信托 - 房地产基金可变年金 121 -6.20 34 -12.82
2025-06-25 NP REVS - 哥伦比亚研究增强价值 ETF 767 11.81 214 9.74
2025-07-18 13F SOA 财富顾问有限责任公司。 41 -12.77 12 -21.43
2025-08-15 13F 塔尔研究资本有限责任公司（TRC） 2,103 -49.45 596 -53.33
2025-08-06 13F 稳健金融策略集团有限责任公司 2,578 3.70 731 -4.20
2025-08-27 NP RYDEX 可变信托 - Nova 基金可变年金 32 -8.57 9 -10.00
2025-07-25 13F 斯蒂芬斯咨询有限公司 2 1
2025-06-26 NP BLACKROCK FUNDS - 贝莱德房地产证券基金投资者 A 股 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 38,004 10,609
2025-07-18 13F PGGM 投资 0 -100.00 0
2025-08-07 13F 苏黎世州银行 (Zurcher Kantonalbank) 63,766 9.35 18,071 1.09
2025-08-20 NP 全国可变保险信托 - NVIT 动态美国成长基金 II 类 2,769 0.00 785 -7.55
2025-07-25 13F 红杉财务顾问有限责任公司 2,009 158.23 569 139.08
2025-07-29 13F S-Bank基金管理有限公司 5,539 12.99 1,570 4.46
2025-08-14 13F 拉弗蒂资产管理有限责任公司 8,153 16.36 2,311 7.54
2025-08-27 NP TMFCX - Touchstone 中型价值基金 C 类 24,032 4.08 6,811 -3.79
2025-08-14 13F 多元化财富管理有限责任公司 19,891 17.37 5,052 8.34
2025-08-26 NP EQ ADVISORS TRUST - EQ/景顺适度增长配置投资组合 IB 级 179 0.00 51 -7.41
2025-08-27 NP QDRPAX - 戴维斯房地产投资组合 710 0.00 201 -7.37
2025-08-28 NP WFIVX - Wilshire 5000 指数基金投资类别 299 -7.14 85 -14.29
2025-06-24 NP SWMCX - 嘉信美国中盘指数基金 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 10,630 16.42 2,967 14.20
2025-07-29 NP PTL-Inspire 500 ETF 1,598 18.99 454 8.37
2025-08-07 13F Montag A & Associates 公司 12,445 -1.42 3,558 -8.77
2025-08-14 13F Gen-Wealth Partners 有限公司 1,842 -0.59 522 -8.27
2025-08-29 NP DTD - WisdomTree 美国总股息基金 不适用 4,250 -0.84 1,204 -8.30
2025-05-22 NP IPMIX - Voya 指数 Plus 中型股投资组合 I 类 1,423 436
2025-08-13 13F M&T银行公司 7,082 -2.21 2,007 -9.59
2025-08-13 13F NEOS投资管理有限责任公司 3,912 72.33 1,109 59.42
2025-07-17 13F 范式金融合作伙伴有限公司 1,645 8.51 466 0.43
2025-08-22 NP 可变保险产品基金 IV - 房地产投资组合初始类别 38,948 1.04 11,038 -6.60
2025-07-23 13F 马里兰州退休金系统 2,984 0.00 846 -7.55
2025-08-28 NP 北极光基金信托 - BTS 增强型股票收益基金 - I 类 0 -100.00 0 -100.00
2025-07-29 13F 芝加哥合伙人投资集团有限责任公司 1,457 70.21 426 75.31
2025-08-14 13F TCG 咨询服务有限责任公司 1,012 287
2025-08-26 NP IUSG - iShares 核心标普美国增长 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 24,267 1.98 6,877 -5.72
2025-07-23 13F 西步顾问公司 0 -100.00 0
2025-08-11 13F 绿地资本管理有限公司 21,917 630.57 6,211 575.84
2025-07-31 13F 三井住友信托控股公司 227,786 -4.64 64,555 -11.84
2025-08-08 13F Mv 资本管理公司 23 0.00 7 -14.29
2025-08-08 13F 托巴姆 131 167.35 0
2025-08-13 13F 财富探索公司 0 -100.00 0 -100.00
2025-07-25 NP MGLAX - MFS 全球房地产基金 A 224,533 3.89 63,745 -5.34
2025-06-24 NP MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 1,986 0.71 554 -1.25
2025-08-14 13F 坎托·菲茨杰拉德，LP 1,000 283
2025-07-17 13F 催化财富 RIA 有限责任公司 2,756 13.46 781 4.97
2025-06-30 NP 景顺主动管理型交易所交易基金信托 - 景顺标普 500 等权重收益优势 ETF 1,558 5.63 435 3.58
2025-08-14 13F 曼氏集团 0 -100.00 0
2025-07-29 NP SDLAX - SIIT 动态资产配置基金 - A 类 1,732 13.05 492 2.94
2025-08-26 NP 富兰克林邓普顿可变保险产品信托 - 富兰克林 VolSmart 分配 VIP 基金 2 级 183 -10.73 52 -17.74
2025-08-14 13F 塞伊投资公司 311,291 3.98 88,220 -3.87
2025-07-28 NP VVMCX - 中型价值基金 10,095 20.85 2,866 10.11
2025-08-26 NP Profunds - Profund 大盘成长股副总裁 40 14.29 11 10.00
2025-08-08 13F 英泰投资管理有限公司 2,530 28.75 717 19.10
2025-07-24 13F 资本顾问有限公司 158 0.00 0
2025-06-26 NP TMAAX - Thrivent 适度激进配置基金 A 类 838 0.00 234 -2.10
2025-06-24 NP 创新者 ETF 信托 - 创新者股票管理场内 ETF 6,072 18.50 1,695 16.19
2025-08-14 13F 农林中金银行 6,913 8.80 1,959 0.62
2025-06-26 NP FNILX - 富达零大盘指数基金 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 15,871 1.48 4,430 -0.45
2025-08-26 NP EQ ADVISORS TRUST - EQ/Legg Mason 适度配置投资组合 IB 级 86 0.00 24 -7.69
2025-08-11 13F HighTower 顾问有限责任公司 12,870 -0.92 3,647 -8.41
2025-08-28 NP IWR - iShares Russell 中型 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 222,042 2.89 62,927 -4.89
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent 全球股票投资组合 A 类 861 0.00 244 -7.22
2025-04-21 13F 史泰布尔福德资本II有限责任公司 0 -100.00 0
2025-08-13 13F 北方信托公司 971,607 -22.09 275,353 -27.98
2025-08-14 13F 高盛集团公司 450,345 22.31 127,628 13.06
2025-08-14 13F 拉扎德资产管理公司 40 -2.44 0
2025-08-14 13F 布雷文·霍华德资本管理有限责任公司 723 205
2025-08-08 13F 萨米特里有限公司 1,615 0.56 458 -7.11
2025-07-25 NP FNDB - 嘉信基本美国广泛市场指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 861 0.58 244 -8.27
2025-05-15 13F 灰鹰投资策略公司 30 0.00 9 12.50
2025-08-06 13F 遗产投资解决方案有限责任公司 0 -100.00 0
2025-08-12 13F 博克夫，那 12,520 3,548
2025-08-07 13F 米德资产管理公司 58 152.17 16 128.57
2025-06-26 NP CRQSX - 天主教责任投资股票指数基金机构股 5,122 -0.89 1,430 -2.79
2025-08-21 NP MXREX - 大西部房地产指数基金投资者类别 63,807 12.57 18,083 4.06
2025-08-29 NP RAA - SMI 3Fourteen 真实资产配置 ETF SMI 3Fourteen 真实资产配置 ETF 276 -48.12 78 -52.15
2025-07-29 NP SVSPX - 道富标准普尔 500 指数基金 N 类 1,975 0.00 561 -8.94
2025-08-08 13F KBC 集团 63,598 -61.30 18 -64.00
2025-08-26 NP TRREX - T. Rowe Price 房地产基金公司 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 101,598 -5.49 28,793 -12.63
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 7,464 0.00 2,115 -7.56
2025-08-20 NP QSPIX - AQR 风格溢价另类基金 I 类 Short -2,453 -0.00 -695 -7.58
2025-08-05 13F 密歇根州退休系统 17,460 0.00 4,948 -7.55
2025-08-27 NP VTMFX - Vanguard 税务管理平衡基金 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 6,768 0.00 1,918 -7.52
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 92,550 9.03 26,275 -0.65
2025-08-14 13F 安大略省投资管理公司 1,538 -16.32 436 -22.74
2025-08-26 NP PREIX - T. Rowe 价格股票指数 500 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 42,956 -2.23 12,174 -9.62
2025-08-26 NP SFAAX - 富国银行指数资产配置基金 A 类 942 -3.38 267 -10.74
2025-08-28 NP ONEO - SPDR Russell 1000 动量焦点 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 307 63.30 87 52.63
2025-08-20 NP QCFIX - AQR CVX 融合基金 I 类 Short -51 -14
2025-06-27 NP RSPR - Invesco S&P 500 (R) 等权重房地产 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 12,368 -3.10 3,453 -4.96
2025-08-14 13F Worldquant Millennium Advisors Llc 0 -100.00 0
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 4,777 1,359
2025-08-12 13F 美洲投资伙伴公司 612 0.00 173 -7.49
2025-07-22 NP GVUS - 高盛 MarketBeta(R) 罗素 1000 价值股票 ETF 954 -8.09 271 -16.41
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 1,256 -1.26 351 -3.05
2025-08-14 13F Sagard 控股管理公司 30 9
2025-07-08 13F 并行顾问有限责任公司 1,876 -4.43 532 -11.65
2025-08-22 NP MBAAX - 全球策略师投资组合 A 类股 229 3.62 65 -4.48
2025-07-30 13F 遗产财富资产管理有限责任公司 1,015 1.20 288 -6.51
2025-08-13 13F 第一生命保险株式会社 4,654 0.00 1,319 -7.57
2025-06-25 NP DIVB - iShares 美国股息和回购 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 1,941 24.03 542 21.57
2025-06-26 NP JHMM - 约翰汉考克多因素中型 ETF 16,587 0.19 4,630 -1.72
2025-08-26 NP IWD - iShares Russell 1000 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 141,714 -10.37 40,162 -17.14
2025-08-12 13F 路石控股有限责任公司 7,160 9.48 2,033 1.25
2025-08-26 NP USPX - 富兰克林 LibertyQ 全球股票 ETF 1,404 -2.90 398 -10.38
2025-08-14 13F Mml 投资者服务有限公司 3,779 8.00 1 0.00
2025-06-30 NP RSP - Invesco S&P 500 等权重 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 480,174 -5.48 134,041 -7.28
2025-07-25 13F 理查森金融服务公司 100 300.00 28 300.00
2025-06-25 NP ILCV - iShares Morningstar 大盘价值 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 1,366 0.37 381 -1.55
2025-08-04 13F 费希尔基金管理有限公司 9,159 -39.96 2,596 -44.50
2025-08-13 13F 福拉资本有限责任公司 2,488 705
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 2,531 0.48 717 -7.12
2025-08-28 NP CSEIX - Cohen & Steers 房地产证券基金 A 类 760,735 0.00 215,592 -7.56
2025-07-15 13F 毅力家族办公室有限责任公司 19 0.00 5 0.00
2025-06-27 NP SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 878 6.68 245 4.70
2025-05-02 13F 卡伦/弗罗斯特银行家公司 0 -100.00 0 -100.00
2025-06-25 NP FREL - 富达 MSCI 房地产指数 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 47,443 5.80 13,244 3.79
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 17,079 -0.77 4,840 -8.26
2025-08-12 13F SRS 资本顾问公司 224 2.75 66 0.00
2025-08-18 13F 吉诺斯财富管理公司 402 3.88 114 -4.24
2025-06-18 NP RRESX - 全球房地产证券基金 S 类 22,512 157.16 6,284 152.27
2025-08-27 NP 俄亥俄国家基金公司 - S&P 500® 指数投资组合 1,430 -4.41 405 -11.57
2025-07-28 13F 里索尔兹财富管理 1,824 -65.94 517 -68.56
2025-08-14 13F Aqr资本管理有限公司 23,556 -62.58 6,676 -65.41
2025-08-25 NP MML 系列投资基金 - MML 中型价值基金初始类别 2,920 -32.73 828 -37.82
2025-08-11 13F 安尼斯·加德纳·惠廷资本顾问有限责任公司 104 13.04 30 3.57
2025-08-27 NP SEASONS SERIES TRUST - SA Putnam 资产配置多元化增长投资组合 1 级 414 8.66 117 0.86
2025-04-29 13F 佩森公司 180 -7.22 55 0.00
2025-08-27 NP 安联可变保险产品信托 - AZL S&P 500 指数基金 1 级 3,330 -0.03 944 -7.64
2025-07-29 13F 切维蔡斯信托控股公司 34,035 0.98 9,646 -6.65
2025-07-28 13F 安联资产管理有限公司 114,587 -10.51 32,474 -17.27
2025-07-28 13F 贝福瑞斯特资本有限公司 4 1
2025-08-06 13F Vestmark 咨询解决方案公司 2,554 64.35 724 51.89
2025-08-13 13F 连续咨询有限责任公司 0 -100.00 0
2025-08-12 13F APG 资产管理公司 65,400 0.62 15,789 -14.41
2025-08-12 13F 武尔夫汉森公司 1,717 0.00 487 -7.60
2025-08-12 13F 摩根大通公司 572,072 -21.19 162,129 -27.15
2025-06-26 NP IMCG - iShares Morningstar 中型成长 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 14,550 1.00 4,062 -0.93
2025-08-27 NP 安联可变保险产品信托 - AZL MSCI 全球股票指数基金 289 -18.13 82 -25.00
2025-06-26 NP ICF - iShares Cohen & Steers REIT 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 147,341 -3.08 41,130 -4.92
2025-06-26 NP OWSMX - 老韦斯特伯里中小型股策略基金 935 -91.01 261 -91.18
2025-08-25 NP 美国互助投资公司 - 全美国基金类别 212 -5.36 60 -11.76
2025-07-14 13F UMA 金融服务公司 24 20.00 7 0.00
2025-08-25 NP 美国互助投资公司 - 股票指数基金类别 7,162 -1.06 2,030 -8.56
2025-08-13 13F 丽都顾问有限责任公司 170,850 0.58 48,856 -6.96
2025-05-14 13F Peak6有限责任公司 Put 0 -100.00 0 -100.00
2025-07-21 13F 部门财富管理有限责任公司 775 220
2025-08-26 NP IYR - iShares 美国房地产 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 191,442 9.57 54,255 1.29
2025-08-29 NP 投票 - 1 号引擎 Transform 500 ETF 935 -2.30 243 -8.99
2025-07-28 13F 道明资产管理公司 22,333 -1.51 6,329 -8.95
2025-06-26 NP ILCG - iShares Morningstar 大盘成长 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 2,892 -0.17 807 -2.06
2025-08-11 13F 科维斯特有限公司 161 228.57 0
2025-08-14 13F 北卡罗来纳州财政部长 29,767 1.91 8 0.00
2025-08-12 13F 德国商业银行 46,501 -16.63 13 -23.53
2025-08-11 13F 弗兰克，里默曼顾问有限责任公司 0 -100.00 0
2025-08-01 13F 有意识的财富投资有限公司 869 0.00 253 2.86
2025-08-20 13F 肯塔基州退休系统 4,089 -6.17 1,159 -13.32
2025-08-26 NP PHRAX - Virtus Duff & Phelps 房地产证券基金 A 类 28,700 0.00 8,134 -7.56
2025-08-26 NP RPBAX - T. Rowe 价格平衡基金公司 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 16,319 39.20 4,625 28.69
2025-08-27 NP 高级系列信托 - Ast 高级策略投资组合 26,956 8.07 7,639 -0.09
2025-08-25 NP MML系列投资基金 - MML股票指数基金I类 748 -8.11 212 -15.26
2025-08-14 13F 简街集团有限责任公司 Call 43,500 127.75 12,328 110.54
2025-05-22 NP GINDX - Gotham Index Plus 基金机构类别 539 -84.42 165 -83.28
2025-08-06 13F Kcm 投资顾问有限公司 1,245 0.00 353 -7.61
2025-08-08 13F 国民年金服务 124,400 0.56 35,255 -7.04
2025-08-26 NP TIREX - TIAA-CREF 房地产证券基金机构类别 100,000 0.00 28,340 -7.56
2025-08-12 13F 英国保诚集团 2,006 157.84 568 138.66
2025-08-13 13F 双峰财富顾问有限责任公司 9 2
2025-07-31 13F 奥本海默资产管理公司 7,170 4.76 2,032 -3.19
2025-07-25 NP SMDHX - 美国基金美国中小型股票基金 T 类 632 0.00 179 -8.67
2025-05-15 13F 111资本 0 -100.00 0
2025-08-27 NP CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 398 113
2025-07-18 13F 劳登投资管理有限公司 12,739 -8.38 3,610 -15.30
2025-08-05 13F 克拉罗顾问有限责任公司 2,231 -0.71 632 -8.14
2025-06-26 NP FLAPX - 富达 Flex 中型股指数基金 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 2,830 10.42 790 8.23
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 20,913 -0.04 5,838 -1.95
2025-07-21 13F Ameriflex 集团公司 208 0.00 60 -6.35
2025-06-27 NP RNTY - YieldMax(TM) Target 12(TM) 房地产期权收益ETF 366 102
2025-07-22 NP GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF 33,663 2.28 9,557 -6.81
2025-08-19 13F Marex 集团 5,600 1,587
2025-08-19 13F Marex 集团 Put 5,600 1,587
2025-07-22 NP GSUS - 高盛 MarketBeta 美国股票 ETF 3,255 -0.46 924 -9.23
2025-05-05 13F 鹰湾顾问有限责任公司 0 -100.00 0
2025-08-11 13F 财富尖塔顾问有限责任公司 923 38.59 261 27.94
2025-07-30 NP APUE - ActivePassive 美国股票 ETF 3,943 -13.23 1,119 -20.92
2025-07-30 13F 道德公司 5,943 2.68 1,696 -4.07
2025-08-06 13F 萨凡特资本有限责任公司 1,272 22.43 360 13.21
2025-08-14 13F 奥斯特维斯资本管理公司 4,000 0.00 1,134 -7.59
2025-07-24 NP PABU - iShares 巴黎气候 MSCI 美国 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8,473 11.15 2,405 1.26
2025-08-13 13F 阿蒙迪 166,096 65.75 47,072 59.58
2025-07-15 13F 诺登集团有限公司 1,167 -1.93 331 -9.34
2025-08-27 NP 杰克逊实物资产基金 6,367 18.10 1,804 9.20
2025-07-16 13F 佩里贡财富管理有限责任公司 27,459 0.06 7,782 -7.50
2025-08-06 13F 北美 Cetera 信托公司 645 183
2025-07-24 NP EUSA - iShares MSCI 美国等权重 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8,943 28.36 2,539 16.96
2025-08-13 13F 华尔街眼资本有限责任公司 0 -100.00 0
2025-08-14 13F 格雷厄姆资本管理有限合伙人 1,986 -76.62 563 -78.42
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB 动态积极增长投资组合 IB 级 433 0.00 123 -7.58
2025-06-26 NP IMCB - iShares 晨星中型 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 5,980 1.49 1,669 -0.42
2025-08-14 13F 两个西格玛证券有限公司 1,684 46.43 477 35.51
2025-07-30 13F 帕西恩私人财富有限责任公司 1,343 0.00 381 -7.54
2025-07-29 NP PBUS - Invesco PureBeta MSCI 美国 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 8,805 17.98 2,500 7.48
2025-07-31 13F 尼萨投资顾问有限公司 17,032 -24.77 4,877 -30.36
2025-05-15 13F Aster 资本管理（DIFC）有限公司 0 -100.00 0
2025-08-08 13F 大西洋信托有限责任公司 297 0.00 84 -7.69
2025-08-26 NP UDIV - 富兰克林 LibertyQ 全球股息 ETF 208 0.48 59 -7.94
2025-07-28 NP VGREX - 全球房地产基金 18,298 -36.09 5,195 -41.78
2025-08-14 13F Sophron资本管理有限公司 60,302 -5.84 17,090 -12.96
2025-08-27 NP TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 376 2.73 107 -5.36
2025-08-14 13F 犹他州退休系统 55,969 -0.14 15,862 -7.69
2025-07-24 NP FSHOX - 建筑和住房产品组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 40,370 -6.81 11,461 -15.08
2025-08-13 13F 纽约州共同退休基金 45,083 0.00 13 -7.69
2025-08-14 13F 美世全球顾问公司 /adv 11,893 -5.18 3,371 -12.35
2025-07-25 NP MLVAX - MFS 低波动股票基金 A 5,072 -7.51 1,440 -15.75
2025-08-14 13F Xponance公司 9,625 2.59 2,728 -5.18
2025-08-26 NP PUTNAM VARIABLE TRUST - Putnam VT 全球资产配置基金 IA 类股票 205 8.47 58 1.75
2025-08-13 13F 范赫尔岑资产管理有限责任公司 1,593 0.06 451 -7.58
2025-08-27 NP SEASONS SERIES TRUST - SA 多管理中型价值投资组合 1 级 2,261 11.21 641 2.73
2025-07-23 13F 钢峰财富管理有限公司 7,804 2,232
2025-07-30 13F Deka银行德意志Girozentrale 50,197 6.65 14 0.00
2025-07-31 13F Leeward Investments, LLC - 马萨诸塞州 30,408 3.72 8,618 -4.12
2025-08-22 NP PHEQ - 参数对冲股票 ETF 611 9.69 173 1.76
2025-08-25 NP KNGZ - 美国股票股息选择 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 483 -5.29 137 -12.82
2025-06-17 NP GRASX - 高盛多经理实物资产策略基金 R6 类股票 38,742 59.13 10,815 56.09
2025-06-30 NP CATH - Global X S&P 500 Catholic Values 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 1,295 2.13 361 0.28
2025-08-13 13F 城镇广场资本有限公司 0 -100.00 0
2025-08-14 13F 安盛公司 9,721 0.88 2,755 -6.77
2025-07-29 NP MPBLX - 纽约梅隆银行资产配置基金 M 类股票 460 0.00 131 -9.09
2025-07-22 13F DT 投资伙伴有限责任公司 297 0.00 84 -7.69
2025-07-18 13F 联合规划公司 3,215 13.52 911 4.84
2025-07-29 13F 霍斯特与格拉本财富管理有限责任公司 3,220 0.00 913 -7.60
2025-08-18 13F Onefund有限责任公司 168 0
2025-06-25 NP FTC - First Trust 大盘成长 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12,039 3,361
2025-06-25 NP FEX - First Trust 大盘核心 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7,180 87.47 2,004 84.36
2025-08-12 13F 恒线顾问公司 138,574 1.40 39,272 -6.26
2025-08-26 NP Nuveen 房地产收入基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 15,705 -8.56 4,451 -15.48
2025-07-15 13F 第五第三银行 4,023 3.93 1,140 -3.88
2025-06-23 NP PLFMX - 大型股标准普尔 500 指数基金 R-3 11,324 2.01 3,161 0.06
2025-05-12 13F Virtu 金融有限责任公司 0 -100.00 0
2025-08-13 13F 新斯科舍银行 8,274 10.87 2,345 2.49
2025-08-08 13F 维斯特科公司 16,082 1,223.62 5
2025-08-28 NP SPYD - SPDR(R) 投资组合 S&P 500 高股息 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 327,286 3.05 92,753 -4.74
2025-08-07 13F Campbell & CO 投资顾问有限责任公司 3,211 42.52 910 31.74
2025-08-27 NP RPFRX - 戴维斯房地产基金 A 类 13,004 0.00 3,685 -7.55
2025-08-15 13F 田纳西州财政部 138,340 9.56 39,206 1.28
2025-07-14 13F 太平洋合作伙伴公司 8 2
2025-07-30 13F 海湾国际银行（英国）有限公司 3,539 0.00 1 0.00
2025-08-13 13F Qtron 投资有限责任公司 1,915 0.00 543 -7.67
2025-06-18 NP RMYAX - 多策略收益基金 A 类 975 17.61 272 15.74
2025-07-28 13F 双树管理有限公司 Call 40,200 0.00 11,393 -7.56
2025-08-04 13F 穆齐尼奇公司 116 0.00 33 -8.57
2025-05-14 13F 达美投资管理有限责任公司 0 -100.00 0
2025-08-04 13F 梅斯罗金融投资管理公司 0 -100.00 0
2025-07-14 13F AdvisorNet 金融公司 3 -75.00 1 -100.00
2025-08-25 NP GEFPX - Gotham 增强型 500 Plus 基金机构类别 Short -13 -1,400.00 -4
2025-06-26 NP TIEIX - TIAA-CREF 机构类别股票指数基金 52,849 0.00 14,753 -1.91
2025-08-18 NP 太平洋精选基金 - 房地产投资组合 I 类 34,364 36.11 9,739 25.83
2025-07-14 13F 索维尔金融服务有限责任公司 775 0.39 220 -7.20
2025-08-27 NP HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 60 36.36 17 30.77
2025-08-07 13F Hennion & Walsh 资产管理公司 3,804 -20.22 1,078 -26.21
2025-08-13 13F 法国集团 1,794 -9.80 508 -16.34
2025-08-12 13F 铭文资本有限责任公司 1,369 388
2025-07-14 13F 伽玛投资有限责任公司 1,383 -5.40 392 -12.72
2025-08-27 NP RYNVX - Nova 基金投资者类别 257 -1.91 73 -10.00
2025-06-26 NP TCAAX - Thrivent 适度保守配置基金 A 类 72 0.00 20 0.00
2025-08-12 13F 投资有限责任公司 73,031 0.00 20,697 -7.56
2025-06-26 NP TAAAX - Thrivent 积极配置基金 A 类 859 0.00 240 -2.05
2025-08-22 NP FIIAX - 富达顾问中型 II 基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 18,500 5,243
2025-07-28 NP VCGAX - 成长与收益基金 460 0.00 131 -9.09
2025-08-27 NP HCIGX - 机构成长股票投资组合 HC 战略股票 14,951 0.66 4,237 -6.94
2025-08-29 NP CWEAX - Catalyst/Welton Advantage 多策略基金 A 类 453 24.79 128 24.27
2025-08-14 13F 瑞银资产管理美洲公司 69,337 -91.26 19,650 -91.92
2025-07-17 13F CWA资产管理集团有限责任公司 803 -9.06 228 -15.93
2025-05-06 13F Y-Intercept (香港) 有限公司 0 -100.00 0 -100.00
2025-07-17 13F LVW 顾问有限责任公司 2,929 34.36 830 24.25
2025-05-15 13F 克雷斯特莱恩管理有限合伙人 0 -100.00 0
2025-08-05 13F 西格玛规划公司 4,080 0.67 1,156 -6.92
2025-08-22 NP CDEI - Calvert 美国大盘多元化、股票和包容性指数 ETF 47 13
2025-08-01 13F 瑞穗市场美洲有限公司 0 -100.00 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB 动态增长投资组合 IB 级 519 0.00 147 -7.55
2025-08-14 13F 雷蒙德詹姆斯金融公司 31,251 15.76 8,856 7.01
2025-06-26 NP FSRNX - 富达房地产指数基金 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 116,213 -4.08 32,441 -5.91
2025-07-25 13F 奥泉环球投资控股有限公司 2,792 -3.86 795 -10.37
2025-07-25 NP CRAAX - 哥伦比亚适应性风险分配基金 A 类 3,500 0.00 994 -8.90
2025-08-04 13F 汉兹金融服务公司 73 7,200.00 0
2025-07-25 NP DEUS - Xtrackers Russell 1000 综合因子 ETF 434 -9.96 123 -18.00
2025-08-14 13F CIBC 世界市场公司 29,562 234.98 8,378 209.69
2025-07-25 13F CWM有限公司 1,273 -6.60 0
2025-07-30 13F Securian 资产管理公司 3,379 0.00 958 -7.54
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
2025-06-30 NP GLBL - Pacer MSCI 世界行业优势 ETF 2 0.00 1
2025-08-13 13F 动态财富策略有限责任公司 58 -49.12 16 -52.94
2025-07-17 13F 阿尔卑斯银行财富管理 0 -100.00 0
2025-08-27 NP JNL 系列信托 - JNL/Heitman 美国聚焦房地产基金 (A) 9,603 -7.97 2,721 -14.94
2025-08-11 13F GW&K 投资管理有限公司 36 0.00 0
2025-08-22 NP CREAX - 哥伦比亚房地产股票基金 A 类 12,900 -16.77 3,656 -23.07
2025-07-14 13F 金州股权合伙人 1,432 -10.16 406 -17.01
2025-07-31 13F 剑桥投资研究顾问公司 4,440 4.01 1 0.00
2025-06-26 NP THMAX - Thrivent适度配置基金A类 543 0.00 152 -1.95
2025-08-22 NP 富达中央投资组合有限责任公司 - 富达房地产股票中央基金 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 120,119 -10.37 34,042 -17.15
2025-08-26 NP VVIMX - Voya VACS 指数系列 MC 投资组合 1,915 -32.92 543 -38.06
2025-08-22 NP CAPE - DoubleLine Shiller CAPE 美国股票 ETF 3,777 1.42 1,070 -6.22
2025-07-28 NP SPXE - S&P 500 除能源 ETF 86 3.61 24 -4.00
2025-07-09 13F 沙拉信律师事务所 15,242 0.00 4,320 -7.56
2025-08-13 13F 安大略省医疗保健养老金计划信托基金 2,568 235.25 728 210.68
2025-08-26 NP 富国银行可变信托 - 富国银行 VT 指数资产配置基金 2 级 51 -3.77 14 -12.50
2025-06-27 NP SUNAMERICA 系列信托 - SA Fidelity 机构 AMSM 房地产投资组合 1 级 35,513 1.14 9,913 -0.79
2025-08-14 13F Glenmede投资管理有限公司 1,159 328
2025-07-30 NP SPFIX - 标准普尔 500 指数基金直接股票 359 -5.03 102 -13.68
2025-08-28 NP WISEX - Azzad Wise 资本基金 1,393 0.00 395 -7.73
2025-06-13 NP AIGYX - 阿伯丁房地产收入与增长基金机构类别 4,644 0.00 1,296 -1.89
2025-05-30 NP MVIAX - Praxis 价值指数基金 A 类 170 52
2025-06-26 NP FIOOX - 富达系列大盘价值指数基金 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 21,673 1.15 6,050 -0.77
2025-05-06 13F 文丘里财富管理有限责任公司 0 -100.00 0 -100.00
2025-08-26 NP NOSIX - 北方股票指数基金 19,417 -0.76 5,503 -8.27
2025-08-14 13F FIL有限公司 495 -28.05 140 -33.33
2025-08-26 NP VGSAX - Virtus Duff & Phelps 全球房地产证券基金 A 类 22,965 -2.55 6,508 -9.91
2025-07-25 NP FNDX - 嘉信基本面美国大型公司指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 18,268 -0.40 5,186 -9.24
2025-07-24 13F IFP 顾问公司 0 -100.00 39 1,166.67
2025-08-14 13F 沙特中央银行 0 -100.00 0
2025-08-20 NP LSAAX - LoCorr 战略配置基金 A 类 0 -100.00 0 -100.00
2025-08-11 13F 先锋集团公司 10,493,313 0.51 2,973,805 -7.09
2025-08-11 13F 独立顾问联盟 1,542 -3.99 437 -11.38
2025-08-26 NP QCEQRX - 股票指数账户类别 R1 31,445 7.36 8,912 -0.76
2025-08-12 13F 中心广场投资管理有限公司 90,106 1.70 25,536 -5.98
2025-07-30 13F 达戴维森公司 750 0.00 213 -7.42
2025-06-26 NP DVRAX - MFS 全球另类策略基金 A 674 15.61 188 13.94
2025-08-07 13F 深刻顾问有限公司 847 -1.51 240 -8.75
2025-03-31 NP FSAEX - 富达系列全行业股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 0 -100.00 0 -100.00
2025-08-29 NP JAJMX - 房地产证券信托资产净值 55,189 -2.24 15,641 -9.63
2025-08-18 NP 太平洋精选基金 - 中型价值投资组合 I 类 8,984 73.67 2,546 60.63
2025-07-09 13F 捷克国家银行 15,737 6.61 4,460 -1.46
2025-08-26 NP TQGEX - T. Rowe Price QM 全球股票基金 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 559 2.57 158 -5.39
2025-06-26 NP REET - iShares 全球 REIT 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 157,083 2.97 43,850 1.01
2025-07-22 13F 切奇资本顾问有限公司 1,455 0.34 412 -7.21
2025-05-29 NP CUSUX - 六环美国无约束股票基金 930 -84.36 285 -83.21
2025-07-22 13F 广发基金管理有限公司 1,135 -6.74 322 -13.94
2025-07-30 13F 克利福德·斯旺投资顾问有限公司 6,938 -2.77 1,966 -10.11
2025-07-22 NP GSEW - 高盛等权重美国大盘股 ETF 8,252 1.14 2,343 -7.87
2025-07-16 13F 奥格合作伙伴有限责任公司 673 3.70 104 -47.98
2025-07-28 13F 纳维特财富有限责任公司 4,888 8.89 1,398 1.75
2025-08-28 NP SPYG - SPDR(R) 投资组合标普 500 增长 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 41,529 4.18 11,769 -3.70
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 226 18.95 64 10.34
2025-08-05 13F 新方资本有限责任公司 39 -11.36 11 -15.38
2025-08-25 NP MMRFX - MassMutual Select T. Rowe Price 实物资产基金 I 类 4,193 -9.42 1,188 -16.28
2025-08-25 NP Calvert Variable Products, Inc. - Calvert 标准普尔 500 指数投资组合副总裁 612 0.00 173 -7.49
2025-08-29 NP DAEIX - Dean 股权收益基金 6,548 8.34 1,856 0.16
2025-08-04 13F GAM控股公司 0 -100.00 0
2025-08-12 13F 迪恩投资有限公司 16,938 3.50 4,800 -4.33
2025-08-06 13F NVWM有限公司 0 -100.00 0
2025-06-27 NP CZA - Invesco Zacks 中型 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 7,432 -6.30 2,075 -8.11
2025-07-24 NP HESGX - Horizon ESG 防御核心基金投资者类别 1,309 372
2025-07-22 13F 法雷奥财务顾问有限责任公司 2,978,012 151,452.77 3,631 502.99
2025-08-06 NP 林肯可变保险产品信托 - LVIP 特拉华 REIT 基金服务类别 27,944 0.00 7,919 -7.55
2025-08-28 NP SDYAX - SIMT动态资产配置基金F级 754 0.00 214 -7.79
2025-07-25 NP BMSFX - MFS 混合研究中型股票基金 A 34,110 29.20 9,684 17.73
2025-08-13 13F 奥斯特鲁姆资产管理公司 3,686 -2.80 1,045 -10.15
2025-08-14 13F 卡姆登资本有限责任公司 957 -15.16 271 -21.45
2025-08-11 13F 科罗拉多州公共雇员退休协会 6,301 0.00 2 0.00
2025-08-07 13F 塞拉海洋有限责任公司 35 0.00 10 0.00
2025-08-26 NP AB 可变产品系列基金，股份有限公司 - AB 全球风险配置 - 中等投资组合 B 类 452 0.00 128 -7.25
2025-08-27 NP Jnl 系列信托 - Jnl/景顺全球房地产基金 (a) 77,072 2.15 21,842 -5.57
2025-08-14 13F 未来资产全球ETFS控股有限公司 0 -100.00 0
2025-08-13 13F 方位资本投资管理有限责任公司 1,200 0.00 340 -7.36
2025-08-14 13F Nissay 资产管理公司 /日本/ /adv 18,240 3.62 5,169 -4.21
2025-05-15 13F 格伦梅德信托公司 1,080 6.19 331 14.14
2025-07-28 13F 布林莫尔信托公司 76 22.58 22 10.53
2025-08-11 13F HHM 财富顾问有限责任公司 0 -100.00 0
2025-08-18 13F 太平洋金融服务中心 192 -11.93 54 -18.18
2025-08-11 13F 环球保险及服务有限公司 269,051 42.08 76,249 31.35
2025-08-12 13F 保德信金融公司 619,011 28.15 175,428 18.46
2025-08-08 13F 贝拉德公司 989 0.00 280 -7.59
2025-06-27 NP SUNAMERICA 系列信托 - SA T. Rowe 价格 VCP 平衡投资组合 3 级 5,558 70.96 1,552 67.68
2025-08-07 13F 三菱UFJ国际资产管理有限公司 185,913 6.40 52,688 -1.64
2025-07-25 NP SWASX - 嘉信全球房地产基金 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 24,678 -12.95 7,006 -20.67
2025-08-14 13F 科恩与斯蒂尔斯公司 5,566,894 30.27 1,578 20.38
2025-05-16 13F 阿德兰特资本管理有限责任公司 0 -100.00 0
2025-08-29 NP DLN - WisdomTree 美国大型股红利基金 不适用 23,802 3.03 6,745 -4.76
2025-07-29 NP SFY - SoFi Select 500 ETF 393 -6.65 112 -15.27
2025-07-29 13F TFC财务管理 6 0.00 2 0.00
2025-08-12 13F Legal & General 集团有限公司 930,060 -1.97 263,579 -9.38
2025-08-13 13F 贝克大道资产管理有限合伙人 905 13.98 256 5.35
2025-08-28 NP CSRE - Cohen & Steers 房地产主动型 ETF 5,887 68.49 1,668 55.74
2025-08-13 13F 费希尔资产管理有限责任公司 3,342 33.57 947 23.47
2025-08-27 NP 高级系列信托 - Ast Prudential Growth Allocation Portfolio 5,291 8.00 1,499 -0.13
2025-08-08 13F Avantax 咨询服务公司 5,808 5.20 1,646 -2.78
2025-03-28 NP GCVIX - 高盛大盘价值洞察基金机构 1,445 411
2025-07-29 13F 积极财富管理 3 -50.00 1 -100.00
2025-08-27 NP RYHRX - H 类房地产基金 65 -1.52 18 -10.00
2025-05-22 NP GVALX - Gotham 大价值基金机构类别 206 -1.90 63 6.78
2025-08-14 13F Peapack Gladstone 金融公司 12,562 1.86 4 0.00
2025-08-06 NP 林肯可变保险产品信托 - LVIP 美国世纪中型股价值基金标准类 7,592 -37.01 2,152 -41.77
2025-08-14 13F 日本生命全球投资者美洲公司 0 -100.00 0
2025-06-26 NP USSPX - 500 指数基金 - 成员股票 15,729 -1.04 4,391 -2.92
2025-08-14 13F 明治安田资产管理有限公司 33,762 3.17 9,568 -4.63
2025-08-29 NP 总收入（加上）房地产基金 21,740 77.57 6,161 64.16
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 119,260 0.97 33,858 -8.00
2025-05-19 13F/A 简街集团有限责任公司 0 -100.00 0 -100.00
2025-06-30 NP VRTPX - Vanguard Real Estate II 指数基金 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 415,247 0.30 115,916 -1.61
2025-08-22 NP XAOKX - 指数 500 投资组合初始类别 20,823 0.39 5,901 -7.20
2025-07-22 13F 梅里特金融集团有限责任公司 789 224
2025-08-28 NP SSSPX - 道富标准普尔 500 指数 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 248 0.00 70 -7.89
2025-08-06 13F 里亚托财富管理有限责任公司 2 -50.00 1 -100.00
2025-08-13 13F 第1832章 6,957 1,972
2025-08-13 13F 百达资产管理控股公司 49,940 -27.90 14,153 -33.35
2025-08-12 13F TCTC 控股有限公司 40 0.00 11 -8.33
2025-07-25 13F 优素福资本管理有限公司 33,355 -3.77 9,453 -11.04
2025-07-29 13F 斯特拉托斯财富合作伙伴有限公司 0 -100.00 0
2025-08-14 13F 加拿大帝国商业银行世界市场公司 25,241 -1.81 7,153 -9.23
2025-07-24 13F 美国合众银行\de\ 2,989 -18.58 847 -24.80
2025-07-29 NP BLES - 激励全球希望 ETF 985 -7.86 280 -16.22
2025-08-01 13F Vienna Powszechne Towarzystwo Emerytalne SA 维也纳保险集团 2,985 -24.68 846 -30.40
2025-08-11 13F 新边缘财富有限责任公司 896 13.99 230 -4.17
2025-08-28 NP XLRE - 房地产精选行业 SPDR 基金 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 442,065 0.37 125,281 -7.22
2025-08-26 NP EQ ADVISORS TRUST - ATM 大盘波动率管理投资组合 K 级 3,004 -5.56 851 -12.72
2025-08-01 13F 德克萨斯州教师退休制度 9,769 -74.73 2,769 -76.64
2025-08-14 13F 黑暗森林资本管理有限公司 2,479 703
2025-06-24 NP JPUS - 摩根大通多元化回报美国股票ETF 4,758 -16.66 1,328 -18.23
2025-08-12 13F Winnow Wealth 有限责任公司 0 -100.00 0
2025-06-23 NP PRERX - 房地产证券基金 R-3 431,875 -0.46 120,558 -2.35
2025-06-27 NP REACX - 房地产基金投资者类别 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 56,410 0.96 15,747 -0.97
2025-08-28 NP 新时代阿尔法基金信托 - NAA 风险管理房地产基金机构类 13,837 -37.65 3,921 -42.36
2025-06-26 NP SREAX - PGIM Select 房地产基金 A 类 24,530 365.02 6,848 366.42
2025-08-28 NP FREAX - Nuveen房地产证券基金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 30,805 47.35 8,730 36.21
2025-07-29 13F 美国精神管理公司/纽约 9,636 19.91 2,731 10.84
2025-08-29 NP Aim 可变保险基金（景顺可变保险基金）- Invesco Vi 等权重标普 500 基金系列 I 3,318 7.00 940 -1.05
2025-08-27 NP 保诚系列基金 - 股票指数投资组合 I 类 10,870 0.00 3,081 -7.56
2025-04-17 13F 富达财富管理 0 -100.00 0
2025-08-01 13F 双湖资本管理有限公司 22 0.00 6 0.00
2025-08-06 13F 南州公司 9 50.00 3 100.00
2025-08-12 13F PSI 顾问有限责任公司 0 -100.00 0
2025-08-12 13F 哈特兰顾问公司 47,123 21.54 13,355 12.35
2025-07-29 NP LCIAX - Siit 大盘指数基金 - A 类 2,163 0.00 614 -8.77
2025-08-05 13F Simplex 贸易有限公司 22 -97.87 0
2025-08-13 13F 第一信托顾问有限公司 33,614 186.25 9,526 164.61
2025-07-31 13F 新泽西州共同养老基金 D 31,107 1.63 8,816 -6.05
2025-08-05 13F Simplex 贸易有限公司 Call 600 -76.92 0
2025-08-11 13F Avantax 规划合作伙伴公司 1,005 -0.89 285 -8.39
2025-07-22 NP DRAFX - 目的地实物资产基金 I 类 3,212 -15.47 912 -22.99
2025-08-14 13F 耆那全球有限公司 3,527 1,000
2025-06-25 NP USRT - iShares 核心美国 REIT 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 161,435 5.23 45,065 3.23
2025-08-05 13F 好事达公司 2,343 -79.98 664 -81.49
2025-06-26 NP TOK - iShares MSCI Kokusai 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 190 0.00 53 -1.85
2025-08-14 13F 萨斯奎哈纳国际集团有限责任公司 10,840 61.05 3,072 48.91
2025-08-14 13F 萨斯奎哈纳国际集团有限责任公司 Call 12,300 -58.45 3,486 -61.59
2025-08-26 NP EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类 4,189 -14.44 1,187 -20.87
2025-08-04 13F 资产标记公司 383 63.68 109 52.11
2025-08-14 13F 萨斯奎哈纳国际集团有限责任公司 Put 26,900 100.75 7,623 85.56
2025-08-08 13F 奎因机会合作伙伴有限责任公司 12,650 -24.02 3,585 -29.76
2025-07-28 NP URE - ProShares Ultra 房地产 2,710 -1.13 769 -9.95
2025-07-07 13F 投资者研究公司 22 0.00 6 0.00
2025-08-27 NP Jnl 系列信托 - Jnl/mellon 标准普尔 500 指数基金 (a) 19,806 0.00 5,613 -7.54
2025-07-21 13F Empirical Financial Services, LLC dba 实证财富管理 0 -100.00 0
2025-08-14 13F 埃勒维图斯财富管理 0 -100.00 0
2025-07-21 13F ASR资产管理公司 2,220 -0.27 629 -7.77
2025-08-29 NP STRV - Strive 500 ETF 974 0.00 276 -7.38
2025-05-15 13F 全新世顾问有限合伙人 0 -100.00 0
2025-07-14 13F 美国资本财富顾问有限公司 829 11.13 235 2.63
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 38,901 -1.04 11,025 -8.51
2025-05-07 13F 科特兰山资本管理有限公司 0 -100.00 0
2025-08-29 NP STXG-Strive 1000 成长 ETF 86 0.00 24 -7.69
2025-04-25 NP VCULX - 成长基金 500 23.15 156 74.16
2025-07-29 NP CAVAX - Catholic Values 股票基金 F 类，2017 年 1 月 31 日生效（原 A 类） 187 0.00 53 -8.62
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 2,097 -21.20 594 -27.12
2025-08-06 13F 福克斯运行管理有限公司 0 -100.00 0
2025-08-14 13F Mission Creek 资本合伙公司 7,854 -2.48 2,226 -9.88
2025-08-28 NP CRSSX - Cohen & Steers Realty 股票 L 类 859,000 14.57 243,441 5.91
2025-08-27 NP 保诚系列基金 - 保守平衡投资组合 I 类 1,650 -5.71 468 -12.87
2025-08-29 NP JAGMX - 500 指数信托资产净值 13,397 0.00 3,797 -7.57
2025-07-29 NP TRSGX - T. Rowe 价格谱适度增长配置基金 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 11,640 41.95 3,305 29.37
2025-08-22 NP CVLC - Calvert 美国大盘核心责任指数 ETF 745 7.35 211 -0.47
2025-07-23 NP IMCVX - Voya 多管理人中盘价值基金 I 类 232 -7.57 66 -16.67
2025-06-26 NP PRKAX - PGIM 房地产收入基金 A 类 3,906 1,090
2025-05-14 13F 波士顿私人财富有限公司 0 -100.00 0 -100.00
2025-08-25 NP MML 系列投资基金 - MML 管理波动性基金初始类别 122 0.00 35 -8.11
2025-08-26 NP TSPA - T. Rowe Price 美国股票研究 ETF 5,170 -13.89 1,465 -20.38
2025-08-06 13F 联邦股权服务有限公司 5,297 15.55 2 0.00
2025-08-26 NP TRGRX - T. Rowe Price 全球房地产基金公司 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 6,193 -3.63 1,755 -10.91
2025-08-12 13F LPL 金融有限责任公司 31,333 -6.26 8,880 -13.35
2025-05-01 13F 布莱克利金融集团有限责任公司 0 -100.00 0 -100.00
2025-08-26 NP NGREX - 北方全球房地产指数基金 25,580 -33.07 7,249 -38.13
2025-08-01 13F 贝西默集团公司 1,556 -57.54 0 -100.00
2025-08-14 13F 两西格码投资有限合伙人 2,200 -52.17 623 -55.82
2025-08-14 13F Point72 资产管理有限合伙人 0 -100.00 0
2025-08-14 13F 威望财富管理集团有限责任公司 3 -99.69 1 -100.00
2025-08-05 13F 亨廷顿国家银行 288 16.13 82 6.58
2025-08-07 13F 资源投资顾问有限责任公司。 3,418 969
2025-06-30 NP EGLE - Global X 标准普尔 500 美国收入领先者 ETF 6 2
2025-07-29 NP 古根海姆主动配置基金 761 0.00 216 -8.86
2025-06-24 NP SWLVX - 嘉信美国大盘价值指数基金 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 2,045 3.02 571 1.06
2025-05-22 NP MXMVX - Great-West 中盘价值基金投资者类别 8,111 46.70 2,487 57.54
2025-05-29 NP JNL 系列信托 - JNL/RAFI 多因素美国股票基金 (I) 3,016 14.72 925 23.20
2025-07-25 NP USCRX - 基石适度激进基金 1,548 0.00 439 -8.92
2025-07-10 13F 科扎克联合公司 0 -100.00 0 -100.00
2025-07-28 NP MSLC - 摩根士丹利 Pathway 大盘股 ETF 2,262 8.65 642 -0.93
2025-07-25 13F 并发投资顾问有限公司 1,967 2.93 557 -4.79
2025-08-22 NP FIMVX - 富达中盘价值指数基金 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 10,328 43.03 2,927 32.22
2025-08-01 13F 瑞穗证券美国有限公司 4,448 1,261
2025-08-27 NP LGH - HCM Defender 500 指数 ETF 453 19.84 128 11.30
2025-08-27 NP PSIAX - PGIM QMA 股票指数基金 A 类 1,100 0.00 312 -7.72
2025-08-18 13F/A Kestra 投资管理有限责任公司 39 0.00 11 0.00
2025-08-28 NP SSBIX - 道富平衡指数基金 K 类 386 3.49 109 -4.39
2025-06-30 NP XRMI - Global X S&P 500 风险管理收益 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 64 0.00 18 -5.56
2025-05-09 13F 安联保险 0 -100.00 0 -100.00
2025-08-26 NP 主要投资组合 - 标准普尔 500 指数主要投资组合 61,711 2.69 17,489 -5.08
2025-05-08 13F 艾伯塔省投资管理公司 0 -100.00 0 -100.00
2025-07-22 NP GUSA - 高盛 MarketBeta 美国 1000 股票 ETF 2,184 0.18 620 -8.69
2025-06-27 NP DSEFX - Domini Impact 股票基金投资者股票 2,200 0.00 614 -1.92
2025-06-26 NP FESIX - 富达 SAI 房地产指数基金 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 7,764 59.85 2,167 56.80
2025-08-27 NP VANGUARD 可变保险基金 - 中型股指数投资组合 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 22,850 1.71 6,476 -5.98
2025-08-11 13F WPG顾问有限责任公司 100 0.00 28 -6.67
2025-08-27 NP Jnl 系列信托 - Jnl/mfs 中盘价值基金 Jnl/mfs 中盘价值基金 (a) 51,375 1.04 14,560 -6.60
2025-08-08 13F 拉森金融集团有限责任公司 150 108.33 43 90.91
2025-06-23 NP BLPIX - 牛市深度投资者类别 50 -7.41 14 -13.33
2025-06-24 NP ESGG - FlexShares STOXX 全球 ESG 影响指数基金 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 95 -45.71 27 -46.94
2025-07-01 13F 养老金基金 DSM 荷兰 9,695 0.00 3 0.00
2025-08-11 13F 道夫菲尔普斯投资管理公司 297,246 1.98 84,240 -5.73
2025-08-19 NP 西北互惠系列基金公司 - 500 指数股票投资组合 8,274 0.00 2,345 -7.57
2025-08-13 13F 象限资本集团有限公司 1,995 -3.81 565 -11.02
2025-07-17 13F 卡米洛投资组合有限责任公司 4,840 -0.17 1,372 -7.74
2025-07-22 NP DSMFX - 目的地中小型股票基金 I 类 360 -7.69 102 -15.70
2025-08-14 13F 完整投资管理公司 0 -100.00 0 -100.00
2025-08-28 NP RWO - SPDR(R) 道琼斯全球房地产 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 47,964 -1.42 13,593 -8.88
2025-06-18 NP NMFAX - 全国动态美国成长基金 A 类 1,631 1.87 455 0.00
2025-08-25 NP MFS 可变保险信托 III - MFS 中型价值投资组合初始类别 15,290 7.38 4,333 -0.73
2025-08-28 NP Humankind Benefit Corp - Humankind 美国股票 ETF 203 -3.33 58 -10.94
2025-08-11 13F 美国信安证券公司 637 29.74 181 28.57
2025-08-14 13F Mbb 公共市场 I Llc 879 -18.61 249 -24.77
2025-08-28 NP SIFAX - SIMT 多资产通胀管理基金 F 类 645 2.38 183 -5.70
2025-08-07 13F ProShare 顾问有限责任公司 588,895 -6.10 166,893 -13.20
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 1,431 0.00 406 -7.53
2025-08-08 13F SG美洲证券有限责任公司 8,462 105.24 2 100.00
2025-08-28 NP QWLD - SPDR MSCI 世界战略因素 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 35 9.38 10 0.00
2025-07-29 NP BPRRX - Boston Partners 多头/空头研究基金投资者类别 4,462 -24.31 1,267 -31.05
2025-06-25 NP IQSU - IQ Candriam ESG 美国股票 ETF 896 -1.65 250 -3.47
2025-08-15 13F 联合服务汽车协会 0 -100.00 0
2025-08-14 13F 工程师 门经理 LP 118,402 4,061.76 33,555 3,748.05
2025-07-25 NP SCHX - 嘉信美国大盘 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 64,137 1.97 18,208 -7.09
2025-07-25 NP PMIYX - 普特南收入策略投资组合 - 77 -55.23 22 -60.38
2025-07-29 NP VADCX - Invesco 等权重标普 500 基金 C 类 43,458 -7.77 12,338 -15.97
2025-04-07 13F 峰会全球投资 0 -100.00 0
2025-08-27 NP RYTTX - 标准普尔 500 2x 策略基金 A 208 1.46 59 -6.45
2025-08-25 NP 美国基金保险系列 - 美国中小型股票基金 4 类 370 0.00 105 -7.96
2025-08-26 NP EQ ADVISORS TRUST - EQ/ClearBridge Select 股票管理波动性投资组合 IB 级 This fund is a listed as child fund of Clearbridge, 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 303 -9.55 86 -16.67
2025-08-14 13F Ieq资本有限公司 5,362 -26.02 1,520 -31.61
2025-07-25 NP AFLG - First Trust Active Factor 大盘 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 495 49.10 141 35.92
2025-03-28 NP JMNAX - 摩根大通研究市场中性基金 A 类 0 -100.00 0 -100.00
2025-08-28 NP PIMCO FUNDS - PIMCO All Asset：多元真实基金 33,730 24.08 9,559 14.71
2025-07-15 13F 财务管理专业人士公司 1 -66.67 0
2025-08-26 NP ZZZ - CYBER HORNET 标准普尔 500(R) 和比特币 75/25 策略 ETF 8 0.00 2 0.00
2025-07-10 13F 三井住友DS资产管理有限公司 20,741 3.90 5,878 -3.95
2025-08-14 13F 水手有限责任公司 12,254 -0.30 3,473 -7.86
2025-07-29 NP PRSIX - T. Rowe 价格谱保守配置基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,168 37.74 899 25.56
2025-06-30 NP XCLR - Global X S&P 500 Collar 95-110 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 4 100.00 1
2025-06-25 NP RPGAX - T. Rowe Price 全球配置基金公司 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 2,608 75.15 728 72.10
2025-08-26 NP 美国空军 - 阿特拉斯美国基金 203 -32.11 58 -37.36
2025-03-27 NP GQRE - FlexShares 全球优质房地产指数基金 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 35,604 6.98 10,132 7.24
2025-08-28 NP IVV - iShares 核心 S&P 500 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 762,179 -2.58 216,002 -9.94
2025-08-20 NP QNZNX - AQR 可持续多空股票碳意识基金 N 类 69 -75.36 20 -77.65
2025-08-26 NP Profunds - Profunds 大盘价值副总裁 20 -28.57 6 -37.50
2025-06-26 NP 主要房地产收入基金 2,164 0.00 604 -1.79
2025-06-26 NP DFGR - Dimensional 全球房地产 ETF 85,737 6.09 23,933 4.07
2025-08-26 NP EQ ADVISORS TRUST - EQ/股票 500 指数投资组合 IA 级 13,601 0.00 3,855 -7.56
2025-08-04 13F 阿特里亚投资有限公司 3,328 -2.06 943 -9.41
2025-08-14 13F 克劳福德投资顾问公司 1,071 -73.84 304 -75.86
2025-07-07 13F 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 642 -0.16 182 -8.12
2025-08-25 NP PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 指数账户 1 类 3,015 -5.81 854 -12.95
2025-06-26 NP FQAL - 富达质量因子 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 5,475 -4.07 1,528 -5.91
2025-08-28 NP NZAC - SPDR MSCI ACWI 低碳目标 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 498 2.47 141 -4.73
2025-08-26 NP Profunds - Profunds 房地产副总裁 288 -7.10 82 -14.74
2025-08-25 NP PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 管理波动指数账户 1 类 151 -9.04 43 -16.00
2025-08-04 13F 巴恩斯丹尼格私人财富管理有限公司 37 10
2025-08-12 13F/A 科扎德资产管理公司 7,187 4.20 2,037 -3.69
2025-06-26 NP JHML - 约翰汉考克多因素大盘 ETF 1,719 -0.35 480 -2.24
2025-06-26 NP TISPX - TIAA-CREF S&P 500 指数基金机构类别 13,612 0.00 3,800 -1.91
2025-08-04 13F 阿拉巴马州退休制度 50,465 -0.65 14,302 -8.16
2025-05-29 NP SHUS - 分层大盘对冲 ETF 105 -3.67 32 3.23
2025-08-06 13F 法国巴黎银行资产管理控股公司 18,903 12.11 5 0.00
2025-07-24 NP USRAX - Horizon 防御性多因素基金投资者类别 3,315 -16.81 941 -24.17
2025-07-22 13F 哥伦布骑士资产顾问有限责任公司 20,203 -22.22 5,726 -28.10
2025-07-23 13F 熊山资本公司 221 0.00 64 5.00
2025-07-31 13F Ag2r La Mondiale 资产管理公司 0 -100.00 0
2025-07-31 13F Wealthfront 顾问有限公司 4,834 -17.10 1,370 -23.39
2025-07-30 NP GDE - WisdomTree高效金加股票策略基金 N/A 111 117.65 32 106.67
2025-08-14 13F 马斯特顿资本管理有限公司 42,771 -74.18 9,950 -16.07
2025-07-25 NP SFREX - 嘉信基本全球房地产指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,530 -1.35 434 -10.14
2025-08-27 NP LSEIX - Persimmon 多/空基金 I 类股票 64 0.00 18 -5.26
2025-08-12 13F HGI 资本管理有限责任公司 13,207 0.99 3,743 -6.66
2025-08-12 13F 科桥金融公司 0 -100.00 0
2025-08-08 13F 蒂曼投资顾问有限公司 4,035 -0.84 1,143 -8.34
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 1,439 126.97 402 124.02
2025-07-31 13F Azzad 资产管理公司 /adv 5,843 3.99 1,656 -3.89
2025-08-12 13F 东京海洋资产管理有限公司 2,454 12.98 695 4.51
2025-08-12 13F 拉萨尔投资管理证券有限公司 23,605 -31.41 6,690 -36.60
2025-05-15 13F 都铎投资公司等 Put 0 -100.00 0 -100.00
2025-08-06 13F 荷兰集团 0 -100.00 0
2025-07-29 NP VRVIX - Vanguard Russell 1000 价值指数基金机构股票 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 34,339 9.03 9,749 -0.65
2025-07-11 13F/A Livforsakringsbolaget Skandia, Omsesidigt 1,057 0.00 302 -7.67
2025-05-15 13F 都铎投资公司等 0 -100.00 0 -100.00
2025-08-28 NP SDY - SPDR(R) S&P(R) 股息 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 783,319 8.16 221,993 -0.01
2025-04-16 13F 弗格森威尔曼资本管理公司 0 -100.00 0
2025-07-25 NP PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类 42 31.25 12 22.22
2025-08-27 NP 高级系列信托 - Ast 学术策略资产配置投资组合 26,709 2.38 7,569 -5.36
2025-07-25 13F 芝加哥期权交易所背心金融有限责任公司 192,767 -2.27 54,630 -9.66
2025-08-20 NP AQMIX - AQR 管理期货策略基金 I 类 5,270 1,494
2025-08-26 NP FCTR - First Trust Lunt 美国因子轮换 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 459 130
2025-08-26 13F 普罗维登投资管理公司 4,962 -6.41 1,406 -13.48
2025-08-14 13F 千禧管理有限公司 Call 5,600 1,587
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