FBNC 机构投资人持股和股东 第一银行 (NasdaqGS) 股票

第一银行
US ˙ NasdaqGS ˙ US3189101062

基本统计
机构股东 453 total, 453 long only, 0 short only, 0 long/short - change of 5.09% MRQ
平均投资组合配置 0.1180 % - change of 1.82% MRQ
已发行股票 shares (source: Capital IQ)
法人股(长期) 40,703,635 - 98.17% (ex 13D/G) - change of 0.76MM shares 1.91% MRQ
制度价值(长期) $ 1,754,976 USD ($1000)
机构投资人持股和股东

First Bancorp (US:FBNC) 有 453 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 40,703,635 股股票。 最大股东包括 BlackRock, Inc., Vanguard Group Inc, IJR - iShares Core S&P Small-Cap ETF, Franklin Resources Inc, Dimensional Fund Advisors Lp, State Street Corp, FRVLX - Franklin Small Cap Value Fund Class A, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Macquarie Group Ltd, and DCCAX - Delaware Small Cap Core Fund Class A .

First Bancorp (NasdaqGS:FBNC)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 9, 2025 is 54.94 / share. Previously, on September 10, 2024, the share price was 41.36 / share. This represents an increase of 32.83% over that period.

FBNC / First Bancorp Institutional Ownership
基金情绪分数

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

更新频率:每日

请参阅“持股资源管理器”,它提供了排名最高的公司的列表。

机构看跌与看涨期权比率

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

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

FBNC / First Bancorp Historical Put/Call Ratio
13D/G备案

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

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

Upgrade to unlock premium data.

文件日期 表格 投资者 前期
股票
最新
股票
Δ 股票
(Percent)
持股
(百分比)
Δ 持股
(百分比)
2025-01-27 13G 富兰克林共同顾问有限公司 2,178,185 5.30
2024-10-31 13G 维度基金顾问有限公司 1,381,591 2,216,769 60.45 5.40 12.50
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
(%)
2025-08-13 13F 联合爱马仕有限公司 33,397 48.51 1,472 63.19
2025-08-08 13F 拉森金融集团有限责任公司 184 2,966.67 8
2025-08-14 13F 未来资产全球ETFS控股有限公司 22,132 -7.53 976 1.56
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 83,906 5.76 3,471 4.30
2025-08-27 NP HCEGX - 成长型股票投资组合 HC 战略股票 2,460 0.00 108 10.20
2025-08-01 13F Envestnet资产管理公司 59,265 -33.91 2,613 -27.42
2025-08-14 13F 长城汽车顾问有限责任公司 16,335 0.42 720 10.43
2025-08-14 13F 加州教师退休制度 35,614 -4.83 1,570 4.53
2025-08-20 NP WBVNX - William Blair 小盘价值基金 N 级 266,450 -8.66 11,748 0.32
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 33,445 0.00 1,353 -8.27
2025-08-07 13F 伊利诺伊州市政退休基金 22,177 -0.84 978 8.92
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 637,904 1.63 28,125 11.63
2025-08-01 13F 詹尼森联合有限公司 587,061 32.13 25,884 45.13
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 224,495 -0.18 9,287 -1.58
2025-08-15 13F Captrust 财务顾问 77,871 17.95 3,433 29.55
2025-08-15 13F 摩根士丹利 326,618 2.70 14,401 12.81
2025-08-26 NP SCRSX - 小型股核心投资组合 SCB 类别 81,830 -1.21 3,608 8.51
2025-08-26 NP 北方基金 - 北方小盘核心基金 K 类 5,741 -5.54 253 4.12
2025-06-25 NP PQJCX - PGIM Jennison 小盘核心股票基金 R6 级 1,510 21.09 61 10.91
2025-06-26 NP KCXIX - Knights of Columbus 美国全盘指数基金 I 股 168 1.20 7 -14.29
2025-07-29 NP PFSAX - PGIM Jennison 金融服务基金 A 类 42,474 20.17 1,757 18.48
2025-08-13 13F 胜利资本管理公司 562,022 0.90 24,780 10.82
2025-07-28 NP OMFS - Invesco Russell 2000(R) 动态多因子 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,417 -2.92 183 -4.21
2025-08-06 13F 法国巴黎银行资产管理控股公司 160 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 5,110 7.22 225 17.80
2025-08-13 13F EverSource 财富顾问有限责任公司 720 2,222.58 32 3,000.00
2025-08-14 13F 两西格码投资有限合伙人 0 -100.00 0
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 99,383 2.40 4,021 -6.10
2025-08-12 13F 科尔德斯特里姆资本管理公司 0 -100.00 0
2025-08-28 NP SLYV - SPDR(R) S & P 600 小盘价值 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 236,096 -3.02 10,409 6.52
2025-07-28 NP URTY - ProShares UltraPro Russell2000 2,927 -28.49 121 -29.24
2025-06-25 NP FYX - First Trust 小盘核心 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12,780 -53.48 517 -57.34
2025-08-12 13F 贝莱德公司 5,819,238 -2.85 256,570 6.71
2025-08-12 13F 管家合伙人投资咨询有限公司 436 0.46 19 11.76
2025-08-29 NP DES - WisdomTree 美国小型股股息基金 不适用 42,096 -0.31 1,856 9.50
2025-08-27 NP SEASONS SERIES TRUST - SA 多管理小型股投资组合 1 级 15,374 1,051.61 678 1,177.36
2025-07-28 NP SAA - ProShares Ultra SmallCap600 717 -15.85 30 -17.14
2025-08-20 NP ASMOX - AQR 小盘动量型基金 I 类 3,683 167.66 162 194.55
2025-05-05 13F 林布鲁克资本有限公司 136 0.00 5 0.00
2025-08-22 NP 可变保险产品基金 II - 纪律严明的小型股投资组合初始类别 4,830 255.41 213 285.45
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 小型股指数投资组合 - I 类 3,957 0.00 174 10.13
2025-05-22 NP ROSC - 哈特福德多因素小盘股 ETF 112 3.70 4 0.00
2025-08-14 13F DRW 证券有限责任公司 6,423 283
2025-07-22 NP GSSC - 高盛 ActiveBeta(R) 美国小盘股 ETF 5,814 -16.81 241 -18.09
2025-08-27 NP TPLNX - Timothy 小盘价值基金 A 类 68,909 -5.91 3,038 3.37
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 26,590 -4.66 1,100 -5.98
2025-07-25 NP NMSAX - 哥伦比亚小型股指数基金 A 类 78,802 -5.52 3,260 -6.83
2025-08-08 13F 等投资顾问公司 4,691 207
2025-08-26 NP TLSTX - 股票指数基金 440 0.00 19 11.76
2025-07-25 NP FNDA - 嘉信基本面美国小公司指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 101,803 -5.40 4,212 -6.73
2025-08-12 13F 布兰迪万全球投资管理有限公司 27,961 -3.37 1,233 6.12
2025-06-26 NP CRSSX - 天主教责任投资小盘基金机构股 16,593 -2.60 671 -10.65
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 180,355 -15.37 7,297 -22.41
2025-08-06 13F 莫德拉财富管理有限责任公司 12,434 0.00 548 9.82
2025-06-27 NP SUNAMERICA 系列信托 - SA Franklin 小型公司价值投资组合 1 级 108,237 13.92 4,379 4.46
2025-06-26 NP DCOR - 维度美国核心股票 1 ETF 5,060 61.46 205 47.83
2025-07-28 NP AVUV - Avantis 美国小型股价值 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11,835 -66.15 490 -66.67
2025-07-28 NP QVMS - Invesco S&P SmallCap 600 QVM 多因素 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,817 4.65 282 3.30
2025-06-24 NP BBSC - 摩根大通 BetaBuilders 美国小盘股 ETF 14,300 11.49 579 2.12
2025-07-29 NP EBI-长景优势ETF 1 0
2025-08-14 13F 富国银行/百万 39,772 4.79 1,754 15.10
2025-08-11 13F 先锋集团公司 2,838,638 1.55 125,156 11.55
2025-08-13 13F 杰克逊溪投资顾问有限责任公司 9,114 0
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 指数投资组合 A 类 14,356 0.00 633 9.72
2025-08-07 13F 奥尔沃斯金融有限公司 107 0.94 5 0.00
2025-08-11 13F 罗伊斯联合有限责任公司 14,000 0.00 617 9.98
2025-07-11 13F 多元化信托公司 11,599 0.00 511 9.89
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 9,111 8.68 369 -0.27
2025-08-15 13F 塔尔研究资本有限责任公司(TRC) 4,481 157.38 198 185.51
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 131 -5.76 6 0.00
2025-07-25 NP DCCAX - 特拉华小盘核心基金 A 类 1,013,771 4.37 41,940 2.91
2025-08-12 13F SRS 资本顾问公司 6 0.00 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 12,440 3.41 503 -5.09
2025-07-28 NP PSCF - Invesco S&P SmallCap 金融 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 2,343 -4.33 97 -5.88
2025-07-23 13F 高注财富有限责任公司 55 0.00 2 0.00
2025-08-27 NP RYRUX - Russell 2000 2x 策略基金 A 级股票 206 0.98 9 12.50
2025-08-12 13F 富兰克林资源公司 2,335,409 -0.20 102,968 9.62
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 24,122 0.00 1,064 9.81
2025-07-29 NP VFAIX - 先锋金融指数基金海军上将股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 65,282 -2.79 2,701 -4.15
2025-07-29 13F 私人财富管理集团有限责任公司 44 0.00 2 0.00
2025-08-12 13F 劳雷尔财富顾问有限责任公司 7,716 4,309.14 0 -100.00
2025-08-12 13F 峰会全球投资 5,057 0
2025-06-26 NP TRDFX - Steward 中小盘增强指数基金 A 类 1,870 0.00 76 -8.54
2025-08-13 13F 琼斯金融公司有限责任公司 5,149 247.20 225 281.36
2025-06-24 NP FRVLX - 富兰克林小盘价值基金 A 类 1,418,443 0.00 57,390 -8.32
2025-07-29 13F 诺瓦资本管理有限公司 5,277 0.00 233 9.95
2025-08-14 13F 制造商人寿保险公司 21,360 5.08 942 15.46
2025-08-13 13F Centiva 资本有限合伙人 7,861 0.05 347 9.84
2025-07-15 13F 俄亥俄州公共雇员退休制度 58,343 -6.73 2,572 2.47
2025-08-26 NP IJS - iShares S&P 小型股 600 价值 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 395,243 -6.08 17,426 3.16
2025-08-14 13F 法国巴黎银行套利公司 4,321 47.58 191 62.39
2025-08-14 13F 斯蒂菲尔金融公司 5,509 3.55 243 13.62
2025-07-09 13F 万通信托公司 Fsb/adv 6 0.00 0
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT 小盘价值投资组合 IB 级 6,473 5.58 285 15.85
2025-06-26 NP DFAS - 维度美国小型股 ETF 117,163 11.40 4,740 2.13
2025-08-07 13F Parkside 金融银行与信托 14 -58.82 1 -100.00
2025-07-14 13F 农商投资公司 29 0.00 1 0.00
2025-08-14 13F 都铎投资公司等 18,048 796
2025-08-28 NP VLU - SPDR S&P 1500 价值倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 525 7.36 23 21.05
2025-05-29 NP CSA - VictoryShares 美国小盘股波动性 Wtd ETF 1,156 -23.44 46 -30.30
2025-08-14 13F 弗默尔有限公司 363,664 4,587.60 16,034 5,055.31
2025-06-18 NP GMRAX - 全国小盘指数基金 A 类 3,544 0.00 143 -8.33
2025-08-14 13F 萨斯奎哈纳国际集团有限责任公司 Call 9,700 34.72 428 47.75
2025-08-29 NP JAFEX - 总股票市场指数信托资产净值 752 11.90 33 26.92
2025-08-14 13F 拉弗蒂资产管理有限责任公司 26,998 -2.57 1,190 7.01
2025-07-23 13F Klp资本管理公司 9,100 16.67 403 28.03
2025-08-13 13F Natixis 顾问有限公司 27,527 -1.35 1 0.00
2025-07-11 13F/A Umb Bank 北美/月 98 20.99 4 33.33
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 192,097 -12.30 7,772 -19.59
2025-08-14 13F 萨斯奎哈纳国际集团有限责任公司 59,758 -2.31 2,635 7.29
2025-07-22 13F 达文波特有限公司 19,761 0.01 871 9.84
2025-07-21 13F 格林伍德资本联合有限公司 8,146 -19.62 359 -11.58
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 16,179 0.00 655 -8.27
2025-08-05 13F Simplex 贸易有限公司 Put 0 -100.00 0
2025-08-28 NP AXVNX - Acclivity 小盘价值基金 Acclivity 小盘价值 N 类股票 862 -36.80 38 -29.63
2025-08-07 13F 苏黎世州银行 (Zurcher Kantonalbank) 8,554 15.91 377 27.36
2025-04-17 13F 福斯特维克多财富顾问有限责任公司 0 -100.00 0
2025-07-23 13F 马里兰州退休金系统 12,087 0.00 533 9.69
2025-08-05 13F 纽约梅隆银行 345,194 -1.22 15,220 8.51
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent 小盘股指数投资组合 A 类 30,457 0.29 1,343 10.09
2025-07-31 13F 财通国际资产管理有限公司 6 0.00 0
2025-08-08 13F KBC 集团 1,726 -34.79 0
2025-06-24 NP SFSNX - Schwab Fundamental 美国小公司指数基金机构股票 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 21,049 4.11 852 -4.60
2025-08-18 13F 吉诺斯财富管理公司 246 0.00 11 11.11
2025-08-14 13F/A 斯科波斯实验室有限公司 544 5,340.00 24
2025-08-12 13F 普利股权公司 Put 0 0
2025-05-14 13F 汇丰控股有限公司 0 -100.00 0
2025-07-09 13F 哈丁资本合伙有限公司 6,215 -1.77 283 11.86
2025-08-12 13F 普利股权公司 Call 0 0
2025-06-26 NP 贝莱德基金 - iShares Total 美国股市指数基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,949 0.00 79 -9.30
2025-08-12 13F 普利股权公司 0 0
2025-08-13 13F 文艺复兴科技有限公司 71,131 132.96 3,136 156.00
2025-06-26 NP DFSU - 维度美国可持续发展核心 1 ETF 1,920 -31.16 78 -37.40
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 48,840 -0.22 2,153 9.62
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master 小盘股指数系列 69,965 5.27 3,085 15.64
2025-08-27 NP 保诚系列基金 - 小盘股票投资组合 I 类 37,112 0.81 1,636 10.77
2025-07-25 13F 斯蒂芬斯咨询有限公司 11 10.00 0
2025-07-18 13F 信托金融公司 16,603 16.26 732 27.75
2025-08-28 NP SSBIX - 道富平衡指数基金 K 类 255 0.00 11 10.00
2025-07-24 NP RKSAX - 洛克菲勒美国小型股核心基金 A 类 54,205 -19.05 2,242 -20.19
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 201,039 9.74 8,317 8.20
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 23,411 0.00 969 -1.43
2025-05-12 13F Simplex 贸易有限公司 0 -100.00 0
2025-07-24 13F 罗纳德·布鲁信托公司 2,686 -15.69 118 -7.09
2025-06-26 NP ETTOX - E*TRADE 免费总市场指数基金 10 0
2025-07-07 13F 西联银行 60,108 0.00 2,650 9.87
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 1,083 25.49 48 38.24
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 76,718 1.95 3,174 0.51
2025-08-27 NP VTSMX - 先锋总股票市场指数基金投资者份额 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,264,301 1.61 55,743 11.61
2025-08-27 NP 高级系列信托 - Ast 小型成长型投资组合 5,971 -8.85 263 0.38
2025-06-27 NP SUNAMERICA SERIES TRUST - SA 小型股指数投资组合 1 级 4,549 2.52 184 -5.64
2025-07-24 NP ONEQ - 富达纳斯达克综合指数跟踪股票 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 16,163 -10.58 669 -11.87
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 291,043 0.00 11,776 -8.32
2025-08-06 13F 第一地平线顾问公司 180 -9.09 8 0.00
2025-08-08 13F 创意策划 11,705 -0.27 516 9.55
2025-08-26 NP Profunds - Profunds 小型股副总裁 92 2.22 4 33.33
2025-08-12 13F 催化剂基金管理有限公司 10,700 472
2025-08-08 13F 英泰投资管理有限公司 26,117 -14.33 1,151 -5.89
2025-08-11 13F 贝尔投资顾问公司 14 0.00 1
2025-08-28 NP WFIVX - Wilshire 5000 指数基金投资类别 156 0.00 7 0.00
2025-08-28 NP VSCVX - 胜利诚信小盘价值基金 A 类 217,500 -2.68 9,590 6.89
2025-06-23 NP PSSMX - 小型股标准普尔 600 指数基金 R-3 40,159 -5.21 1,625 -13.11
2025-08-13 13F 大都会人寿投资管理有限公司 23,820 0.00 1,050 9.83
2025-08-08 13F SG美洲证券有限责任公司 13,578 -0.13 1
2025-08-08 13F Geode资本管理有限公司 997,996 -0.07 44,007 9.76
2025-06-23 NP UAPIX - 超小盘深度投资者类别 409 -29.85 17 -36.00
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 357,738 -2.60 15,773 6.99
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 50,241 0.00 2,215 9.87
2025-08-15 13F 大西人寿保险公司 /can/ 34,141 0.05 2 0.00
2025-06-27 NP RSSL - Global X Russell 2000 ETF 24,341 6.75 985 -2.19
2025-08-15 13F 资源管理公司 /ct/ /adv 7,700 0.00 0
2025-05-14 13F 改变路径有限责任公司 0 -100.00 0
2025-05-15 13F 两个西格玛证券有限公司 0 -100.00 0 -100.00
2025-08-13 13F 阿蒙迪 6,809 319
2025-08-14 13F 沃亚投资管理有限公司 11,450 1.10 505 11.01
2025-08-13 13F 北方信托公司 421,328 -2.89 18,576 6.67
2025-08-26 NP FTKI - First Trust Small Cap BuyWrite Income ETF 35 2
2025-08-13 13F 加贝利基金有限责任公司 91,983 4,056
2025-07-08 13F/A 塞勒姆投资顾问公司 2,641 0.00 117 10.38
2025-08-18 13F 老北州信托有限责任公司 72,921 0.00 3 0.00
2025-05-15 13F 布里奇威资本管理公司 0 -100.00 0
2025-08-26 NP IJR - iShares 核心标普小盘股 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,470,747 -3.45 108,935 6.05
2025-08-14 13F Citadel 顾问有限公司 Call 0 -100.00 0
2025-08-12 13F 美洲投资伙伴公司 3,957 0.00 174 10.13
2025-08-04 13F 品尼高联合有限公司 69,538 7.73 3,066 18.34
2025-08-18 13F/A 韦斯特伍德控股集团公司 11,734 -22.83 517 -15.25
2025-08-12 13F 公共部门养老金投资委员会 141,199 7.69 6,225 18.28
2025-08-13 13F 西北互助财富管理公司 62 -93.39 3 -94.59
2025-08-08 13F MTM 投资管理有限责任公司 364 16
2025-08-28 NP TPSC - Timothy Plan 美国小盘股核心 ETF 11,175 26.90 493 39.38
2025-08-14 13F 联信银行 14,137 -0.50 623 9.30
2025-08-11 13F HighTower 顾问有限责任公司 15,085 0.08 665 9.92
2025-07-25 13F CWM有限公司 346 -3.35 0
2025-08-11 13F Ironsides 资产顾问有限责任公司 12,572 0.00 554 9.92
2025-07-29 13F 斯蒂芬斯公司/ar/ 6,370 -14.24 281 -6.04
2025-07-08 13F 并行顾问有限责任公司 27 0.00 1 0.00
2025-07-23 NP CFSLX - 专栏小型股基金 21,807 14.35 902 12.75
2025-07-29 NP PBQAX - PGIM Jennison 混合基金 A 类 73,929 4.14 3,058 2.69
2025-08-12 13F 德国商业银行 8,544 0.00 0
2025-07-29 NP VIOV - Vanguard S&P Small-Cap 600 Value Index Fund ETF 股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 83,904 -1.82 3,471 -3.18
2025-08-11 13F 科维斯特有限公司 2 0.00 0
2025-08-15 NP 罗伊斯价值信托公司 14,000 0.00 617 9.98
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 20,264 0.00 820 -8.39
2025-07-16 13F 签名有限责任公司 484 0.00 21 10.53
2025-08-12 13F 瑞士国家银行 79,000 -1.37 3,483 8.34
2025-08-13 13F Gamco Investors, Inc. 等 32,705 75.83 1,442 93.16
2025-08-12 13F 创始人金融联盟有限责任公司 122,238 -1.66 5,389 8.02
2025-05-30 NP BSVO - EA Bridgeway Omni 小盘价值 ETF 0 -100.00 0 -100.00
2025-07-28 NP ITWO - ProShares Russell 2000 高收益 ETF 678 -3.00 28 -3.45
2025-07-17 13F 史密斯·萨利事务所 111,644 0.00 4,922 9.84
2025-08-14 13F Aqr资本管理有限公司 17,004 114.43 750 135.53
2025-08-11 13F 花旗集团 57,637 -23.49 2,541 -15.94
2025-07-28 NP VCSLX - 小盘股指数基金 16,643 8.82 689 7.33
2025-06-27 NP EBIT - Harbor AlphaEdge 小型股收益者 ETF 221 1.38 9 -11.11
2025-08-25 NP MMYAX - MassMutual 选择小型公司价值基金 A 类 9,066 -38.33 400 -32.37
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 7,528 0.00 305 -8.43
2025-08-08 13F 宾夕法尼亚州公立学校就业重新注册系统 10,634 7.47 469 17.88
2025-08-14 13F 联伯恩斯坦有限责任公司 721,922 -13.74 31,830 -5.25
2025-06-18 NP 全国共同基金 - 全国基本全盘股票投资组合 R6 级 547 0.00 22 -8.33
2025-04-30 13F 布朗咨询公司 0 -100.00 0 -100.00
2025-06-26 NP USMIX - 扩展市场指数基金 4,774 -2.73 193 -10.65
2025-08-27 NP VTMSX - 先锋税务管理小型基金海军上将股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 287,867 -3.70 12,692 5.78
2025-07-08 13F 上升顾问有限责任公司 445 0.00 20 11.76
2025-08-25 NP TETAX - RBC企业基金A股 14,970 0.00 660 10.00
2025-08-28 NP KRE - SPDR(R) S&P Regional Banking(SM) 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 197,815 -10.59 8,722 -1.80
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 14,232 -29.31 576 -35.25
2025-08-12 13F 美国世纪公司 108,586 -16.17 4,788 -7.92
2025-08-26 NP 富兰克林邓普顿可变保险产品信托 - 富兰克林小盘价值 VIP 基金 1 级 420,886 0.00 18,557 9.84
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 7,745 6.56 313 -2.19
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 19,763 0.00 871 9.84
2025-08-27 13F/A Squarepoint Ops LLC 15,423 110.73 680 132.08
2025-08-27 NP RYMKX - 罗素 2000 1.5 倍策略基金 H 级 57 1.79 3 0.00
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 759 16.77 31 14.81
2025-07-31 13F 尼萨投资顾问有限公司 393 -30.57 17 -22.73
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 386,674 0.14 15,645 -8.19
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 4,235 0.00 187 10.06
2025-08-07 13F Campbell & CO 投资顾问有限责任公司 8,913 393
2025-07-25 13F 优素福资本管理有限公司 15,348 0.43 677 10.28
2025-08-14 13F 加拿大皇家银行 47,789 9.71 2,105 20.35
2025-08-12 13F 维度基金顾问有限公司 2,252,040 -1.44 99,292 8.25
2025-08-14 13F 采石场LP 353 16
2025-07-25 NP SCAVX - AB 小盘价值投资组合 A 类 179,424 -5.27 7,423 -6.61
2025-06-23 NP SLPIX - 小盘股深度投资者类别 39 -11.36 2 0.00
2025-08-27 NP JNL 系列信托 - JNL 小盘股指数基金 (I) 70,631 -2.71 3,114 6.86
2025-08-12 13F one8zero8有限责任公司 14,071 0.00 620 9.93
2025-06-25 NP FAB - First Trust Multi Cap Value AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 724 -4.11 29 -12.12
2025-08-12 13F 嘉信理财投资管理公司 490,899 -3.10 21,644 6.43
2025-08-26 NP SVAL - iShares 美国小型股价值因子 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 17,714 -1.78 781 8.02
2025-08-26 NP GSCYX - 机构小型股股票基金 35,853 7.15 1,581 17.65
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 87,924 0.00 3,557 -8.32
2025-07-14 13F 伽玛投资有限责任公司 1,895 33.45 84 48.21
2025-08-19 NP GARTX - 高盛绝对回报跟踪基金 A 类 737 -2.90 32 6.67
2025-08-13 13F SageView 咨询集团有限责任公司 6,449 -5.76 333 21.53
2025-08-13 13F 德莱尔合伙人律师事务所 5,789 0.00 255 9.91
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT GAMCO 小型公司价值投资组合 IB 类 10,000 0.00 441 9.73
2025-08-22 NP 哥伦比亚基金可变系列信托 II - 可变投资组合 - Partners 小盘价值基金 3 级 51,868 -1.28 2,287 8.39
2025-08-26 NP Profunds - Profund 小盘股价值副总裁 905 0.44 40 8.33
2025-06-25 NP DISSX - 纽约梅隆银行小型股票指数基金投资者股票 27,714 -13.79 1,121 -20.94
2025-08-12 13F 恒线顾问公司 120,458 1.06 5,311 10.99
2025-08-04 13F 联合银行 11,743 0.00 1
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 404,066 2.20 16,349 -6.30
2025-08-12 13F 摩根大通公司 35,775 -26.02 1,577 -18.75
2025-06-30 NP SMDX - Intech 标准普尔小型中型多元化阿尔法 ETF 480 19
2025-08-26 NP BNSCX - 瑞银美国小型股成长基金 A 类 25,290 -9.48 1,115 -0.54
2025-08-13 13F 纽约州共同退休基金 14,036 0.00 1
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 5,340 29.90 216 19.34
2025-08-19 13F 大陆顾问有限公司 12,531 0.00 552 9.96
2025-08-13 13F 宽博科技有限公司 0 -100.00 0
2025-08-28 NP IWM - iShares Russell 2000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,001,787 -5.67 44,169 3.62
2025-08-18 NP 太平洋精选基金 - 小盘股指数投资组合 I 类 10,513 0.00 464 9.98
2025-09-04 13F/A 顾问集团控股公司 17,374 12.26 766 23.35
2025-06-25 NP IMRFX - 哥伦比亚全球机会基金 A 类 7,876 155.63 319 135.56
2025-07-15 13F 第五第三银行 85 19.72 4 50.00
2025-08-14 13F 高盛集团公司 115,454 -28.85 5,090 -21.85
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 43,905 1.46 1,936 11.40
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 2,002 4.54 81 -3.57
2025-08-08 13F Pnc 金融服务集团公司 1,035 1.77 46 12.50
2025-08-26 NP EQ ADVISORS TRUST - EQ/小型公司指数投资组合 IB 类 26,570 33.18 1,171 46.38
2025-08-20 NP 全国可变保险信托 - NVIT 小盘指数基金 II 类 7,417 10.75 327 22.01
2025-07-22 13F Gsa资本合伙公司 15,093 1
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 30,109 2.73 1,328 12.84
2025-08-29 NP DGRS - WisdomTree 美国小型股优质股息增长基金 不适用 48,118 -2.19 2,122 7.45
2025-08-25 NP QWVOX - Clearwater 小公司基金 2,096 0.00 92 9.52
2025-08-27 NP BBVSX - Bridge Builder 中小盘价值基金 19,162 6.31 845 16.74
2025-07-28 NP HDG - ProShares 对冲复制 ETF 53 12.77 2 100.00
2025-07-28 NP AVUVX - Avantis 美国小型价值基金机构类别 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 233 0.00 10 0.00
2025-08-07 13F 米德资产管理公司 0 -100.00 0
2025-07-28 NP RWJ - Invesco S&P SmallCap 600 收入 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 14,826 -12.31 613 -13.54
2025-08-14 13F 瑞银资产管理美洲公司 242,143 -6.39 10,676 2.82
2025-08-06 13F 真实财富设计有限责任公司 18 0.00 1
2025-08-26 NP NSIDX - 北方小盘股指数基金 18,670 2.51 823 12.59
2025-08-14 13F 塞伊投资公司 83,080 19.31 3,663 31.02
2025-08-21 NP MXISX - Great-West S&P Small Cap 600 指数基金投资者类别 30,490 0.06 1,344 9.89
2025-06-23 NP SVPIX - 小盘价值深度投资者类别 154 -11.49 6 -14.29
2025-06-26 NP TISEX - TIAA-CREF 机构级量化小型股票基金 9,325 -83.86 377 -83.69
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 2,568 6.87 113 17.71
2025-08-08 13F 美国信安金融集团 205,303 -0.26 9,052 9.55
2025-08-26 NP 纽约梅隆银行投资组合 - 小盘股指数投资组合 - 服务股票 15,954 -5.34 703 3.99
2025-08-14 13F/A 洛克菲勒资本管理有限责任公司 552,839 12.00 24,375 23.03
2025-07-22 13F 红龟有限责任公司 50 0.00 2 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 8,897 0.00 392 9.80
2025-07-17 13F 查塔姆资本集团有限公司 78,532 -0.59 3,462 9.18
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 195,455 -2.31 8,086 -3.69
2025-08-04 13F 汉兹金融服务公司 43,608 -4.53 2 0.00
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 22,880 0.00 947 -1.46
2025-08-14 13F 雷蒙德詹姆斯金融公司 55,375 -7.78 2,442 1.29
2025-08-28 NP SPSM - SPDR(R) 投资组合小型股 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 351,746 -1.41 15,508 8.30
2025-08-06 13F 普林斯顿资本管理有限公司 8,782 20.60 387 32.53
2025-08-13 13F 帕纳戈拉资产管理公司 187,205 -18.12 8,254 -10.07
2025-08-14 13F 千禧管理有限公司 0 -100.00 0
2025-05-14 13F 基利-提顿顾问有限责任公司 108,663 -2.78 4,362 -11.25
2025-07-28 NP UWM - ProShares Ultra Russell2000 3,994 -18.72 165 -19.90
2025-07-31 13F 奎斯特合作伙伴有限责任公司 5,505 1,293.67 243 1,513.33
2025-08-12 13F 少尉峰顾问公司 25,934 -2.08 1,143 7.53
2025-08-13 13F 双峰财富顾问有限责任公司 14 1
2025-07-29 NP VIOO - Vanguard S&P Small-Cap 600 指数基金 ETF 股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 139,808 -1.56 5,784 -2.95
2025-08-08 13F 新泽西州警察和消防员退休系统 9,320 7.37 411 17.82
2025-08-14 13F 卡斯卡德资本资产管理有限责任公司 35,575 -3.78 1,569 5.66
2025-06-26 NP TISBX - TIAA-CREF 小型股混合指数基金机构类别 49,872 -6.75 2,018 -14.53
2025-07-29 13F 威廉·布莱尔投资管理有限公司 705,343 -7.45 31,099 1.66
2025-05-06 13F Proficio 资本合作伙伴有限责任公司 0 -100.00 0 -100.00
2025-08-12 13F 全球退休合作伙伴有限责任公司 4,268 0.31 188 0.53
2025-08-07 13F 三菱UFJ国际资产管理有限公司 129 0.00 6 0.00
2025-08-14 13F 简街集团有限责任公司 25,409 -60.80 1,120 -56.94
2025-08-14 13F/A 巴克莱银行 86,205 42.84 4 50.00
2025-07-28 13F 纽约州教师退休制度 9,955 0.00 0
2025-06-23 NP PJARX - 小盘价值基金 II R-3 3,139 14.73 127 5.83
2025-08-25 NP 美国互助投资公司 - 小盘股票指数基金类别 5,363 -10.93 236 -2.07
2025-07-16 13F 阿拉斯加州税务部 24,642 7.56 1
2025-08-27 NP Jnl 系列信托 - Jnl/dfa 美国核心股票基金 (a) 3,093 0.00 136 9.68
2025-08-14 13F 匡蒂诺资本管理有限公司 5,653 11.81 249 23.27
2025-07-21 13F ZWJ投资顾问公司 5,351 236
2025-08-18 NP PACIFIC SELECT FUND - PD 小盘价值指数投资组合 P 级 5,800 27.67 256 40.11
2025-08-14 13F 格雷厄姆资本管理有限合伙人 5,484 242
2025-08-11 13F 独立顾问联盟 8,988 0.09 396 10.00
2025-06-26 NP DFAU - 维度美国核心股票市场 ETF 8,079 6.50 327 -2.40
2025-08-26 NP IWV - iShares Russell 3000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8,939 0.22 394 10.06
2025-06-26 NP DFUS - 维度美国股票 ETF 11,132 -6.30 450 -14.12
2025-07-25 13F 俄勒冈州公务员退休基金 9,532 1.06 420 11.11
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 7,644 16.70 309 6.92
2025-07-09 13F 信托联盟有限责任公司 9,975 440
2025-08-11 13F 五大湖顾问有限公司 74,299 -0.05 3,276 9.79
2025-08-28 NP ESIX - SPDR S&P SmallCap 600 ESG 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 319 14
2025-08-14 13F 黑暗森林资本管理有限公司 15,374 678
2025-08-11 13F 罗斯柴尔德投资有限公司 65 0.00 3 0.00
2025-06-26 NP MSTQX - 晨星美国股票基金 38,801 8.16 1,570 -0.88
2025-08-14 13F 瑞银集团 69,331 -22.71 3,057 -15.11
2025-07-29 13F 美国互助资本管理有限公司 5,321 -11.63 235 -2.90
2025-08-26 NP XJR - iShares ESG 筛选标普小盘 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,249 6.91 143 18.18
2025-08-29 NP KSDVX - Keeley Small Cap Dividend Value Fund A 类 91,983 -2.72 4,056 6.85
2025-07-28 NP AVSU - Avantis 责任美国股票 ETF 54 -93.46 2 -94.12
2025-08-15 13F 田纳西州财政部 22,590 23.85 996 35.93
2025-08-27 NP JNL 系列信托 - JNL/DFA 美国小型股基金 (A) 7,065 -4.07 311 5.42
2025-06-26 NP USCAX - 小盘股票基金份额 33,560 0.00 1,358 -8.37
2025-07-28 13F 安联资产管理有限公司 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 11 0.00 0
2025-08-27 NP TLEQX - 小盘股票基金 2,943 722.07 130 760.00
2025-08-26 NP IRSIX - Voya Russell™ 小盘股指数投资组合 ADV 级 8,555 0.00 377 9.91
2025-08-14 13F 第一集团贸易有限公司 Call 300 6
2025-08-06 13F 南州公司 12,989 0.00 573 9.79
2025-07-24 13F IFP 顾问公司 0 10
2025-05-29 NP CSF - VictoryShares US Discovery 增强波动性 Wtd ETF 1,472 -12.64 59 -20.27
2025-08-12 13F Legal & General 集团有限公司 110,086 -0.48 4,854 9.30
2025-08-13 13F 施罗德投资管理集团 413,570 17,999
2025-07-23 13F 路易斯安那州雇员退休制度 19,400 -0.51 855 9.34
2025-08-11 13F 科罗拉多州公共雇员退休协会 9,110 0.00 0
2025-08-29 NP DTD - WisdomTree 美国总股息基金 不适用 3,136 -0.85 138 9.52
2025-08-13 13F 殖民地信托公司 / SC 3,564 0.00 157 9.79
2025-07-30 NP SMCIX - 标准普尔小型股指数基金直接股票 1,612 0.00 67 -1.49
2025-06-27 NP AVFIX - 美国灯塔小型价值基金机构类别 361,827 1,718.23 14,640 1,567.31
2025-08-14 13F 加拿大帝国商业银行世界市场公司 4,976 -44.00 219 -38.48
2025-08-11 13F 环球保险及服务有限公司 38,238 14.97 1,686 26.22
2025-08-18 NP 太平洋精选基金 - 小盘股票投资组合 I 类 115,183 -13.42 5,078 -4.91
2025-07-29 NP LONAX - Longboard 另类增长基金 A 类 3,794 157
2025-08-13 13F 殖民地信托顾问公司 8,712 0.00 384 10.03
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 895 6.42 39 18.18
2025-08-27 NP RYRRX - 罗素 2000 基金 A 类 95 1.06 4 33.33
2025-08-14 13F Smartleaf资产管理有限责任公司 195 -19.42 9 -11.11
2025-08-26 NP QABA - First Trust 纳斯达克 ABA 社区银行指数基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 26,434 6.48 1,165 16.97
2025-08-12 13F 保德信金融公司 47,374 1.16 2,089 11.12
2025-08-27 NP 安联可变保险产品信托 - AZL DFA 美国核心股票基金 2,066 0.00 91 10.98
2025-08-13 13F 百达资产管理控股公司 6,541 12.81 288 24.14
2025-08-08 13F 基贝克阿尔法,LP 0 -100.00 0 -100.00
2025-08-13 13F 亚利桑那州退休系统 12,062 1.86 532 11.79
2025-07-28 NP AVSBX - Avantis 美国小型股股票基金 G 类 5,025 19.47 208 17.61
2025-08-14 13F 麦格理集团有限公司 1,238,142 2.68 54,590 12.79
2025-08-26 13F/A 路德教会的 Thrivent 金融 30,457 0.29 1 0.00
2025-08-13 13F ExodusPoint 资本管理公司 5,919 0
2025-08-29 NP SA 基金投资信托 - SA 美国小型公司基金 3,381 0.00 149 10.37
2025-07-11 13F 远远财务顾问有限责任公司 7 0.00 0
2025-06-26 NP DFAT - 维度美国目标价值 ETF 250,572 2.60 10,138 -5.93
2025-08-01 13F 贝西默集团公司 279 41.62 0
2025-08-28 NP SSMHX - 道富中小盘股指数投资组合 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 13,414 -6.94 591 2.25
2025-07-11 13F 西克雷斯特财富管理有限公司 11,806 -1.01 521 8.79
2025-08-14 13F Citadel 顾问有限公司 15,440 -74.28 681 -71.77
2025-05-28 NP QCEQRX - 股票指数账户类别 R1 15,371 0.00 617 -8.74
2025-08-01 13F 德克萨斯州教师退休制度 6,277 3.87 277 14.05
2025-07-22 NP DSMFX - 目的地中小型股票基金 I 类 1,050 0.00 43 -2.27
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 109,188 0.00 4,418 -8.32
2025-06-25 NP TASVX - PGIM QMA 小盘价值基金 Z 类 4,300 -32.81 174 -38.65
2025-08-29 NP JADMX - 小盘机会信托资产净值 3,610 12.46 159 24.22
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 25,792 -1.99 1,137 7.67
2025-05-15 13F 德克萨斯州永久学校基金 32,324 1,308
2025-07-10 13F 财富增值咨询服务有限公司 28,330 5.82 1,338 24.58
2025-08-01 13F 百富勤资本管理有限公司 140,038 -3.24 6,174 6.28
2025-06-25 NP FYT - First Trust 小盘价值 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,928 -19.41 159 -26.51
2025-08-28 NP WMKSX - WesMark 小公司成长基金 60,108 0.00 2,650 9.87
2025-07-28 NP MSSM - 摩根士丹利 Pathway 中小型股 ETF 1,729 24.30 72 22.41
2025-08-26 NP Profunds - Profund 超小型股副总裁 141 -2.76 6 20.00
2025-08-26 NP PENN SERIES FUNDS INC - 小盘股指数基金 1,224 0.00 54 8.16
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 12,689 -2.17 525 -3.68
2025-07-24 13F 美国合众银行\de\ 255 0.00 11 10.00
2025-06-26 NP SCUVX - 哈特福德施罗德美国小型股机会基金 A 级 17,188 695
2025-04-25 13F PMC FIG 机会有限责任公司 0 -100.00 0 -100.00
2025-08-13 13F 灯塔普安特顾问有限责任公司 95,039 158.96 4,190 184.45
2025-08-14 13F 美国银行 /de/ 181,549 -0.68 8,004 9.09
2025-08-29 NP EES - WisdomTree 美国小型股基金 不适用 17,717 -0.21 781 9.69
2025-08-27 NP 安联可变保险产品信托 - AZL 小盘股指数基金 2 级 13,432 -1.92 592 7.83
2025-08-14 13F 椴木资本管理有限公司 123,266 -56.85 5,435 -52.61
2025-08-07 13F 肯塔基州教师退休制度 11,579 0.00 1
2025-06-26 NP DFUV - 维度美国市场价值 ETF 35,836 -0.37 1,450 -8.70
2025-04-17 NP FLSPX - SPECTRUM FUND 零售类 371 -93.36 15 -89.15
2025-08-05 13F 蒙特利尔银行/can/ 7,950 0.11 351 10.06
2025-08-07 13F ProShare 顾问有限责任公司 9,032 -4.46 398 5.01
2025-08-13 13F 象限资本集团有限公司 0 -100.00 0
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB 小型股成长投资组合 IB 类 17,188 0.00 758 9.87
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 48,863 -13.42 1,977 -20.64
2025-05-16 13F 动态技术实验室私人有限公司 0 -100.00 0
2025-08-05 13F 亨廷顿国家银行 2 0.00 0
2025-08-05 13F Simplex 贸易有限公司 Call 400 0.00 0
2025-08-14 13F Aster 资本管理(DIFC)有限公司 75 3
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 3,002 -1.25 121 -9.70
2025-08-14 13F 骏利亨德森集团有限公司 15,128 -23.32 667 -16.23
2025-06-25 NP WHGAX - Westwood Quality SmallCap 基金 A 类股票 463,287 -7.01 18,745 -14.75
2025-08-12 13F XTX Topco有限公司 13,914 613
2025-06-27 NP DPST - Direxion 每日区域银行看涨 3 倍股票 24,872 -11.05 1,006 -18.41
2025-08-29 NP JAFVX - 战略股权配置信托系列资产净值 5,962 3.83 263 13.91
2025-08-26 NP EQ ADVISORS TRUST - ATM 小盘波动率管理投资组合 K 级 13,433 -2.61 592 7.05
2025-07-07 13F Versant 资本管理公司 635 -4.22 28 3.85
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 管理波动性投资组合 IB 级 46,614 0.09 2,055 9.95
2025-08-12 13F Nuveen有限责任公司 234,777 145.06 10,351 169.21
2025-08-13 13F 佛罗里达州退休系统国家管理局 11,366 0.00 501 9.87
2025-06-26 NP DFSV - 维度美国小盘价值 ETF 160,257 13.71 6,484 4.25
2025-08-29 NP JAEWX - 小盘股指数信托资产净值 7,720 -0.53 340 9.32
2025-07-09 13F 港湾资本顾问公司 222 1.37 0
2025-08-12 13F MAI资本管理 159 7
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 57,837 6.96 2,393 5.47
2025-06-24 NP 创新者 ETF 信托 - 创新者美国小型股管理式 ETF 480 60.00 19 46.15
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 2,210 9.73 97 21.25
2025-06-25 NP FNCL - 富达 MSCI 金融指数 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 10,202 0.00 413 -8.44
2025-08-12 13F Trexquant 投资有限责任公司 20,802 917
2025-07-28 NP AVUSX - Avantis 美国股票基金机构类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,391 0.00 58 -1.72
2025-06-26 NP TIEIX - TIAA-CREF 机构类别股票指数基金 24,700 0.00 999 -8.35
2025-05-16 13F 授权基金有限责任公司 0 -100.00 0
2025-08-08 13F/A 斯特林资本管理有限公司 1,100 59.19 48 77.78
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 小盘股指数 VIP A 级 6,189 2.98 273 12.86
2025-06-26 NP DXUV-美国维度矢量股票 ETF 2,708 6,670.00 110 10,800.00
2025-07-30 13F 第一公民银行和信托公司 8,357 3.17 368 13.23
2025-08-12 13F LPL 金融有限责任公司 37,378 -8.92 1,648 0.00
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 3,231 -3.35 134 -5.00
2025-08-12 13F 德意志银行\ 25,795 -21.98 1,137 -14.32
2025-08-14 13F 普莱斯 T Rowe Associates Inc /md/ 40,680 6.00 2 0.00
2025-08-06 13F 联邦股权服务有限公司 23,044 1.07 1
2025-08-26 NP VVICX - Voya VACS 指数系列 SC 投资组合 2,895 4.51 128 14.41
2025-08-04 13F 密钥银行国家协会/哦 7,441 29.84 328 42.61
2025-08-26 NP TRSYX - T. Rowe Price 小盘股指数基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,785 11.95 167 22.96
2025-08-13 13F 第一信托顾问有限公司 44,360 -23.50 1,956 -15.99
2025-08-13 13F 罗素投资集团有限公司 33 0.00 1 0.00
2025-08-28 NP VYSVX - Vericimetry 美国小型股价值基金 2,038 0.00 90 9.88
2025-06-26 NP DFAC - 维度美国核心股票 2 ETF 96,629 -1.55 3,910 -9.74
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 464 -65.48 20 -62.26
2025-08-13 13F 景顺有限公司 104,852 -5.99 4,623 3.24
2025-08-19 NP 西北互助系列基金公司 - 600 指数股票投资组合 14,809 3.48 653 13.59
2025-08-12 13F 科桥金融公司 0 -100.00 0
2025-08-13 13F 马丁公司 /tn/ 64,584 -1.01 2,847 8.75
2025-08-14 13F 阿默普莱斯金融公司 884,572 12.97 39,001 24.08
2025-07-29 NP SMXAX - SIIT 扩展市场指数基金 - A 类 7,145 36.22 296 34.09
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 18,872 2.78 764 -5.80
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 2,305 0.00 102 9.78
2025-08-14 13F 道富银行 1,733,601 -1.29 76,830 8.39
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista