LKFN 机构投资人持股和股东 莱克兰金融公司 (NasdaqGS) 股票

莱克兰金融公司
US ˙ NasdaqGS ˙ US5116561003

基本统计
机构股东 477 total, 475 long only, 1 short only, 1 long/short - change of -3.05% MRQ
平均投资组合配置 0.0916 % - change of 0.10% MRQ
已发行股票 shares (source: Capital IQ)
法人股（长期） 28,292,715 - 110.82% (ex 13D/G) - change of -0.19MM shares -0.68% MRQ
制度价值（长期） $ 1,718,060 USD ($1000)
机构投资人持股和股东

Lakeland Financial Corporation (US:LKFN) 有 477 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 28,292,715 股股票。 最大股东包括 BlackRock, Inc., Vanguard Group Inc, IJR - iShares Core S&P Small-Cap ETF, Neuberger Berman Group LLC, State Street Corp, Charles Schwab Investment Management Inc, Victory Capital Management Inc, Silvercrest Asset Management Group Llc, NBGNX - Neuberger Berman Genesis Fund Investor Class, and VTSMX - Vanguard Total Stock Market Index Fund Investor Shares .

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

The share price as of September 5, 2025 is 67.93 / share. Previously, on September 9, 2024, the share price was 64.10 / share. This represents an increase of 5.98% over that period.

LKFN / Lakeland Financial Corporation 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。

LKFN / Lakeland Financial Corporation 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)
2025-08-11 13G 道富银行 1,297,290 1,354,542 4.41 5.30 6.00
2025-08-08 13G/A 胜利资本管理公司 1,485,104 916,558 -38.28 3.59 -38.32
2025-07-21 13G 路博迈伯曼集团有限责任公司 1,174,114 1,512,029 28.78 5.90 27.71
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
(%)
2025-05-20 NP RIFBX - 美国小型股票基金 0 -100.00 0 -100.00
2025-08-13 13F 琼斯金融公司有限责任公司 2,268 13.40 139 15.83
2025-08-26 NP EQ ADVISORS TRUST - EQ/小型公司指数投资组合 IB 类 13,900 0.00 854 3.39
2025-08-08 13F 拉森金融集团有限责任公司 3 -25.00 0
2025-05-15 13F Centiva 资本有限合伙人 0 -100.00 0
2025-05-06 13F 阿特里亚投资有限公司 0 -100.00 0
2025-07-31 13F 奎斯特合作伙伴有限责任公司 6,752 -68.20 415 -67.19
2025-08-12 13F 美国世纪公司 130,891 0.26 8,043 3.65
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 15,266 0.00 938 3.42
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 150,417 -13.30 8,374 -29.07
2025-08-06 NP 林肯可变保险产品信托 - LVIP 贝莱德股息价值管理波动基金标准级 4,172 256
2025-08-14 13F 维维恩基金管理有限责任公司 16,189 132.73 995 140.68
2025-08-20 13F 君主资本管理公司/ 154,493 1.13 9,494 4.55
2025-08-07 13F 肯塔基州教师退休制度 7,567 -6.61 0
2025-08-22 NP 可变保险产品基金 II - 扩展市场指数投资组合初始类别 1,330 7.09 82 10.96
2025-05-08 13F LGT 财务顾问有限责任公司 0 -100.00 0
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 12,610 -50.47 775 -48.84
2025-06-27 NP DPST - Direxion 每日区域银行看涨 3 倍股票 16,197 -13.43 902 -29.17
2025-08-29 NP JAFVX - 战略股权配置信托系列资产净值 3,798 6.57 233 10.43
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 2,114 -15.34 118 -30.77
2025-08-12 13F 德国商业银行 6,030 0.00 0
2025-08-14 13F 水产资本管理有限责任公司 11,589 -7.12 712 -3.91
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - 美国小型成长型投资组合机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 21,716 0.00 1,209 -18.21
2025-07-11 13F 远远财务顾问有限责任公司 2 100.00 0
2025-06-23 NP BKPIX - 银行超行业深度投资者类别 584 -57.80 33 -65.96
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 616,182 -9.99 37,864 -6.95
2025-07-31 13F 尼萨投资顾问有限公司 294 -0.68 18 5.88
2025-08-27 NP Brighthouse Funds Trust II - Neuberger Berman Genesis 投资组合 A 类 83,034 18.16 5,102 22.15
2025-08-06 13F 真实财富设计有限责任公司 10 -28.57 1
2025-07-07 13F 退休财富解决方案有限责任公司 257 0.39 16 0.00
2025-08-11 13F 科维斯特有限公司 10 0.00 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 1,478 0.00 82 -18.00
2025-06-26 NP DFAC - 维度美国核心股票 2 ETF 63,837 4.57 3,554 -14.45
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 7,587 1.65 422 -16.77
2025-08-11 13F CBIZ投资咨询服务有限责任公司 457 0.44 28 3.70
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 47,815 1.28 2,863 -8.71
2025-06-27 NP RSSL - Global X Russell 2000 ETF 15,131 6.80 842 -12.56
2025-08-12 13F 全球退休合作伙伴有限责任公司 452 30.64 28 17.39
2025-06-26 NP DFAU - 维度美国核心股票市场 ETF 5,785 10.44 322 -9.55
2025-08-15 13F 田纳西州财政部 6,254 0.00 384 3.50
2025-08-28 NP IWO - iShares Russell 2000 Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 122,282 821.01 7,514 852.34
2025-05-29 NP TPSC - Timothy Plan 美国小盘股核心 ETF 6,268 13.14 373 -2.11
2025-08-28 NP SSGSX - 胜利梧桐小公司机会基金 A 类 674,000 -17.50 41,417 -14.71
2025-08-14 13F 瑞银资产管理美洲公司 71,555 46.62 4,397 51.62
2025-08-11 13F 环球保险及服务有限公司 4,676 -10.37 287 -7.42
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB 小型股成长投资组合 IB 类 10,455 0.00 642 3.38
2025-07-24 13F IFP 顾问公司 159 5,200.00 10
2025-08-08 13F 美国信安金融集团 126,763 -0.20 7,790 3.17
2025-08-14 13F 银冠资产管理集团有限公司 881,944 -6.38 54,196 -3.21
2025-08-28 NP KBE - SPDR(R) 标准普尔银行 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 174,775 6.82 10,740 10.43
2025-07-29 NP VIOG - Vanguard S&P Small-Cap 600 Growth 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 16,648 -6.55 997 -15.81
2025-08-15 13F CI 私人财富有限责任公司 0 -100.00 0
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT 小盘价值投资组合 IB 级 1,998 -44.16 123 -42.45
2025-06-26 NP KCXIX - Knights of Columbus 美国全盘指数基金 I 股 103 0.00 6 -28.57
2025-07-21 13F 谷轮资本管理有限责任公司 689,111 -6.96 42,346 -3.81
2025-08-14 13F 萨斯奎哈纳国际集团有限责任公司 Put 12,800 787
2025-08-26 NP Profunds - Profunds 副总裁银行 502 34.95 31 36.36
2025-08-11 13F 科罗拉多州公共雇员退休协会 3,902 0.00 0
2025-06-27 NP OSCV - Opus 小盘价值 ETF 125,479 12.84 6,985 -7.67
2025-08-14 13F 地平线投资有限责任公司 0 -100.00 0
2025-07-28 NP SAA - ProShares Ultra SmallCap600 443 -15.62 27 -23.53
2025-08-11 13F Semanteon 资本管理公司 0 -100.00 0
2025-07-17 13F 尼尔森、范登堡和坎贝尔财富管理集团有限责任公司 0 -100.00 0
2025-07-24 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 9,183 0.44 550 -9.56
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 8,897 -15.48 533 -23.89
2025-07-10 13F 全球金融私人客户有限责任公司 0 -100.00 0
2025-08-27 NP JNL 系列信托 - JNL/DFA 美国小型股基金 (A) 4,487 -3.82 276 -0.72
2025-08-14 13F 萨斯奎哈纳国际集团有限责任公司 49,088 14.40 3,016 18.27
2025-07-17 13F 非凡美分投资有限责任公司 15,266 -1.17 938 2.18
2025-07-29 13F BKD 财富顾问有限责任公司 11,822 0.00 726 3.42
2025-07-23 13F 约翰·W·罗森塔尔资本管理公司 42,985 -1.66 2,641 1.66
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 53,612 -7.09 3,210 -16.26
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 126,827 -16.50 7,060 -31.68
2025-08-14 13F 塞伊投资公司 41,221 11.13 2,533 14.88
2025-08-07 13F Parkside 金融银行与信托 442 248.03 27 285.71
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 23,592 -5.67 1,313 -22.81
2025-08-27 NP 高级系列信托 - Ast 小型成长型投资组合 3,946 -4.82 242 -1.63
2025-08-08 13F Geode资本管理有限公司 622,041 0.08 38,229 3.46
2025-08-29 NP DTD - WisdomTree 美国总股息基金 不适用 2,312 -0.90 142 2.90
2025-08-13 13F 纽约州共同退休基金 17,878 0.00 1 0.00
2025-08-14 13F 瑞银集团 62,699 48.28 3,853 53.28
2025-04-04 13F 穆迪国家银行信托部 0 -100.00 0
2025-08-27 NP VMNFX - 先锋市场中性基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value Short -45,767 -0.00 -2,812 3.38
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 278 7.34 17 13.33
2025-08-14 13F 法国巴黎银行套利公司 18,632 29.16 1,145 33.49
2025-05-09 13F R平方有限公司 0 -100.00 0
2025-07-15 13F 毅力家族办公室有限责任公司 3 0
2025-07-22 13F Gsa资本合伙公司 5,117 -60.22 0
2025-08-06 13F 里亚托财富管理有限责任公司 1 0
2025-08-12 13F Nuveen有限责任公司 85,903 6.48 5,279 10.07
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master 小盘股指数系列 44,415 7.59 2,729 11.25
2025-08-11 13F 美国信安证券公司 197 -4.37 12 -14.29
2025-08-05 13F 纽约梅隆银行 198,101 -2.29 12,173 1.01
2025-08-14 13F FJ资本管理有限公司 21,793 1,339
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 3,400 0.00 189 -18.18
2025-06-24 NP 创新者 ETF 信托 - 创新者美国小型股管理式 ETF 304 60.00 17 33.33
2025-08-29 NP JAFEX - 总股票市场指数信托资产净值 456 10.14 28 16.67
2025-07-15 13F 第五第三银行 278 -55.16 17 -52.78
2025-04-30 13F 阿尔卑斯顾问公司 0 -100.00 0
2025-08-22 NP WUSAX - 万格美国 44,031 0.00 2,706 3.36
2025-08-26 NP TLSTX - 股票指数基金 525 0.00 32 3.23
2025-08-14 13F MGB 财富管理有限责任公司 4,027 0.00 247 3.35
2025-08-12 13F 保德信金融公司 26,638 6.86 1,932 30.45
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,244 6.75 199 10.56
2025-08-01 13F Envestnet资产管理公司 129,992 -28.19 7,988 -25.76
2025-07-28 NP NBGNX - Neuberger Berman Genesis 基金投资者类别 827,124 1.36 49,520 -8.62
2025-07-09 13F 港湾资本顾问公司 109 31.33 0
2025-08-20 NP RUSC - 美国小型股主动型股票ETF 712 44
2025-08-13 13F 亚利桑那州退休系统 7,581 3.88 466 7.39
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 36,011 7.68 2,156 -2.97
2025-08-12 13F 嘉信理财投资管理公司 1,023,432 2.44 62,890 5.91
2025-08-14 13F 加拿大皇家银行 54,691 -10.04 3,361 -7.00
2025-07-16 13F 签名有限责任公司 27 0.00 2 0.00
2025-08-12 13F 瑞士国家银行 49,450 0.00 3,039 3.37
2025-06-26 NP ISCG - iShares Morningstar 小盘成长 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,958 26.09 165 3.14
2025-08-08 13F 新泽西州警察和消防员退休系统 5,768 8.99 354 12.74
2025-08-26 NP PEXMX - T. Rowe Price 扩展股票市场指数基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,457 0.00 212 3.41
2025-08-12 13F 维度基金顾问有限公司 731,742 -4.11 44,966 -0.87
2025-08-27 NP 安联可变保险产品信托 - AZL DFA 美国核心股票基金 788 0.00 48 4.35
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 1,334 -56.05 80 -60.70
2025-05-27 NP SBHVX - Segall Bryant & Hamill 机构级小型价值基金 0 -100.00 0 -100.00
2025-08-27 NP RYRUX - Russell 2000 2x 策略基金 A 级股票 131 3.97 8 14.29
2025-06-30 NP VIG - 先锋股息增值指数基金 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 136,330 -2.65 7,589 -20.35
2025-06-27 NP SUNAMERICA SERIES TRUST - SA 小型股指数投资组合 1 级 2,826 2.47 157 -16.04
2025-08-28 NP Elevation Series Trust - TrueShares 主动收益 ETF 15,445 949
2025-05-15 13F Citadel 顾问有限公司 Put 0 -100.00 0 -100.00
2025-08-13 13F 阿蒙迪 0 -100.00 0
2025-08-13 13F 文艺复兴科技有限公司 70,351 -14.68 4,323 -11.78
2025-08-04 13F 密钥银行国家协会/哦 7,743 -19.60 476 -16.96
2025-05-12 13F Simplex 贸易有限公司 0 -100.00 0
2025-05-27 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 0 -100.00 0 -100.00
2025-08-26 NP PCVAX - AllianzGI NFJ 小盘价值基金 A 84,089 72.11 5,167 77.93
2025-08-15 13F 塔尔研究资本有限责任公司（TRC） 12,259 1,245.66 753 1,294.44
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 10 -16.67 1
2025-07-29 NP VRTGX - Vanguard Russell 2000 增长指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,347 -1.75 81 -12.09
2025-08-28 NP SSBIX - 道富平衡指数基金 K 类 163 0.00 10 11.11
2025-04-22 13F FSC 财富顾问有限责任公司 0 -100.00 0
2025-06-18 NP REBYX - 美国小盘Y类股票基金 0 -100.00 0 -100.00
2025-06-26 NP TISBX - TIAA-CREF 小型股混合指数基金机构类别 31,241 -4.93 1,739 -22.19
2025-08-14 13F Qube研究与技术有限公司 115,866 44.37 7,120 49.25
2025-08-13 13F EverSource 财富顾问有限责任公司 630 1,212.50 39 1,800.00
2025-08-11 13F WPG顾问有限责任公司 50 -51.46 3 -50.00
2025-08-29 NP JADMX - 小盘机会信托资产净值 367 23
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 61,733 2.66 3,437 -16.01
2025-08-14 13F Aqr资本管理有限公司 95,740 195.25 5,883 205.29
2025-08-26 NP PENN SERIES FUNDS INC - 小盘股指数基金 691 -12.64 42 -10.64
2025-08-13 13F 跳跃金融有限责任公司 3,670 226
2025-08-01 13F 德克萨斯州教师退休制度 4,971 28.88 305 33.19
2025-08-14 13F Point72（迪拜国际金融中心）有限公司 0 -100.00 0
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 101,372 -52.18 6,229 -50.56
2025-08-13 13F 肯尼迪资本管理公司 141,500 -1.64 8,695 1.68
2025-08-25 NP 美国互助投资公司 - 小盘股票指数基金类别 3,309 -10.93 203 -7.73
2025-08-12 13F 贝莱德公司 3,594,918 -2.69 220,908 0.60
2025-08-18 NP 太平洋精选基金 - 小盘股指数投资组合 I 类 6,849 11.75 421 15.38
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 556 5.10 34 9.68
2025-07-23 NP CFSLX - 专栏小型股基金 1,952 12.90 117 1.75
2025-07-29 13F TrueMark 投资有限责任公司 15,445 949
2025-08-28 NP SIVIX - 道富机构小型股票基金投资类别 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7,671 -32.52 471 -30.22
2025-07-14 13F UMA 金融服务公司 79 0.00 5 0.00
2025-08-27 NP VITNX - 先锋机构总股票市场指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12,535 8.75 770 12.41
2025-08-12 13F 普利股权公司 Put 0 0
2025-08-12 13F 普利股权公司 Call 0 0
2025-08-04 13F 汉兹金融服务公司 128 56.10 0
2025-08-12 13F 普利股权公司 0 0
2025-08-13 13F Fi3 财务顾问有限责任公司 11,232 2.03 690 5.50
2025-08-13 13F 佛罗里达州退休系统国家管理局 6,652 0.00 409 3.29
2025-08-13 13F 北方信托公司 356,533 -25.25 21,909 -22.73
2025-06-26 NP 贝莱德基金 - iShares Russell 中小型股指数基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,122 0.00 174 -18.40
2025-07-07 13F 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 8 0.00 0
2025-08-12 13F Trexquant 投资有限责任公司 39,368 55.26 2,419 60.52
2025-08-12 13F 个人首席财务官解决方案有限公司 3,947 -4.96 243 -1.63
2025-08-12 13F 管家合伙人投资咨询有限公司 34 0.00 2 0.00
2025-08-28 NP AMALX - 小盘股股息基金 G 级 10,515 646
2025-08-13 13F 百达资产管理控股公司 3,843 0.00 236 3.51
2025-05-27 NP 哥伦比亚基金可变系列信托 II - 可变投资组合 - 合作伙伴小型股成长基金 1 级 198 -0.50 12 -15.38
2025-08-11 13F 基石规划集团有限责任公司 0 -100.00 0
2025-08-12 13F 摩根大通公司 66,818 21.83 4,106 25.96
2025-05-14 13F 布朗兄弟哈里曼公司 0 -100.00 0
2025-08-19 13F 怀俄明州 2,322 -48.66 143 -47.01
2025-08-15 13F Binnacle投资公司 292 -9.32 18 -10.53
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 124,916 9.75 7,479 -1.06
2025-07-14 13F 伽玛投资有限责任公司 923 -14.93 57 -12.50
2025-06-17 NP MMSMX - 多管理人美国小型股票基金 P 类股票 18,100 -15.81 1,008 -31.12
2025-07-28 NP MCSCX - M3Sixty 小型股成长基金机构类股票 1,286 7.80 77 -3.80
2025-08-08 13F 木星资产管理有限公司 9,722 597
2025-05-15 13F 德克萨斯州永久学校基金 13,089 729
2025-08-04 13F 联合银行 7,278 0.00 0
2025-08-08 13F SG美洲证券有限责任公司 6,611 19.94 0
2025-08-14 13F 德肖公司 68,113 10.33 4,186 14.06
2025-08-11 13F 先锋集团公司 1,877,659 -0.81 115,382 2.55
2025-08-14 13F DRW 证券有限责任公司 4,466 274
2025-07-28 NP HDG - ProShares 对冲复制 ETF 33 13.79 2 0.00
2025-08-27 NP 安联可变保险产品信托 - AZL 小盘股指数基金 2 级 8,110 -0.95 498 2.47
2025-07-31 13F 惠普伍德顾问有限公司 46 557.14 3 0.00
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - 美国 Social Core Equity 2 投资组合股票 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,557 0.00 254 -18.39
2025-08-27 NP JNL 系列信托 - JNL 小盘股指数基金 (I) 44,755 0.00 2,750 3.38
2025-07-31 13F 财通国际资产管理有限公司 0 -100.00 0
2025-08-12 13F 恒线顾问公司 81,415 2.06 5,003 5.51
2025-06-18 NP GMRAX - 全国小盘指数基金 A 类 2,033 0.00 113 -18.12
2025-09-04 13F/A 顾问集团控股公司 469 185.98 29 211.11
2025-04-23 13F VisionPoint 咨询集团有限责任公司 0 -100.00 0
2025-08-12 13F 少尉峰顾问公司 10,544 -18.85 648 -16.19
2025-08-14 13F Ieq资本有限公司 9,031 555
2025-08-25 NP QWVOX - Clearwater 小公司基金 3,400 0.00 209 2.97
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 8,631 -50.87 480 -59.83
2025-06-26 NP USMIX - 扩展市场指数基金 3,013 -1.18 168 -19.32
2025-08-14 13F 拉弗蒂资产管理有限责任公司 27,336 51.48 1,680 56.62
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 7,837 -24.18 436 -37.98
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 11,091 3.26 617 -15.48
2025-08-07 13F 奥尔沃斯金融有限公司 127 36.56 8 40.00
2025-06-26 NP TRDFX - Steward 中小盘增强指数基金 A 类 919 0.00 51 -17.74
2025-07-28 NP VCSLX - 小盘股指数基金 10,342 8.82 619 -1.90
2025-08-26 NP Profunds - Profund 超小型股副总裁 89 -1.11 5 0.00
2025-08-19 NP GARTX - 高盛绝对回报跟踪基金 A 类 751 -46.89 46 -45.24
2025-08-28 NP IJT - iShares S&P Small-Cap 600 Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 121,409 -3.67 7,461 -0.41
2025-08-06 13F 联邦股权服务有限公司 3,279 0
2025-06-27 NP EBIT - Harbor AlphaEdge 小型股收益者 ETF 108 30.12 6 20.00
2025-08-08 13F 哈特兰有限公司 352 84.29 22 90.91
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 54,013 0.00 3,007 -18.20
2025-08-27 NP RYMKX - 罗素 2000 1.5 倍策略基金 H 级 36 2.86 2 0.00
2025-08-14 13F Smartleaf资产管理有限责任公司 9,960 3.02 611 4.98
2025-08-26 NP EQ ADVISORS TRUST - ATM 小盘波动率管理投资组合 K 级 8,230 0.00 506 3.27
2025-06-25 NP FYC - First Trust 小盘增长 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 17,051 -32.92 949 -45.11
2025-08-25 13F/A 路博迈伯曼集团有限责任公司 1,512,029 20.69 92,914 24.77
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 管理波动性投资组合 IB 级 29,754 7.29 1,828 10.92
2025-08-26 NP TRSYX - T. Rowe Price 小盘股指数基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,402 16.83 148 20.49
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 410 0.00 25 -11.11
2025-08-14 13F HRT金融有限责任公司 0 -100.00 0
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 18,817 3.29 1,156 6.84
2025-08-28 NP QCSTRX - 股票账户类别 R1 29,060 165.63 1,786 174.62
2025-08-07 13F ProShare 顾问有限责任公司 105,663 1,699.44 6,493 1,760.17
2025-06-25 NP DISSX - 纽约梅隆银行小型股票指数基金投资者股票 17,226 -13.65 959 -29.40
2025-08-13 13F 西北互助财富管理公司 28 0.00 2 0.00
2025-06-26 NP DFAS - 维度美国小型股 ETF 74,570 8.39 4,151 -11.30
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 2,444 -3.02 146 -12.57
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 40,976 -2.78 2,453 -12.33
2025-08-04 13F 创意金融设计公司 /adv 392 0.00 24 4.35
2025-08-14 13F Point72 资产管理有限合伙人 8,849 2.14 544 5.44
2025-06-26 NP DFSU - 维度美国可持续发展核心 1 ETF 1,666 0.00 93 -18.58
2025-08-27 NP BBVSX - Bridge Builder 中小盘价值基金 230,141 -9.74 14,142 -6.68
2025-06-30 NP PFM - Invesco Dividend Achievers 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 752 -0.79 42 -19.61
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 832 0.00 50 -10.91
2025-08-14 13F 元盛资本集团有限公司 20,460 18.03 1,257 22.04
2025-06-23 NP SGPIX - 小盘成长型深度投资者类别 84 -1.18 5 -20.00
2025-07-22 13F 达文波特有限公司 0 -100.00 0
2025-08-13 13F Natixis 顾问有限公司 0 -100.00 0
2025-08-14 13F 弗默尔有限公司 138,063 1.76 8,484 5.21
2025-08-28 NP 新时代阿尔法可变基金信托 - NAA 中市值系列 7,204 -2.45 443 0.91
2025-08-13 13F RSM美国财富管理有限公司 6,949 -12.51 427 -9.53
2025-08-27 NP BBGSX - Bridge Builder 中小型股成长基金 129,856 8.06 7,980 11.70
2025-08-06 NP 林肯可变保险产品信托 - LVIP 维度美国核心股票 1 基金标准类别 1,993 0.00 122 3.39
2025-08-12 13F Legal & General 集团有限公司 70,421 0.97 4,327 4.39
2025-08-01 13F 贝西默集团公司 6,465 -3.13 0
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 253,536 2.99 14,114 -15.73
2025-07-16 13F/A CX 机构 6,000 0.00 0
2025-08-14 13F 格雷厄姆资本管理有限合伙人 0 -100.00 0
2025-08-14 13F 联伯恩斯坦有限责任公司 26,917 0.00 1,654 3.44
2025-07-28 NP MSSM - 摩根士丹利 Pathway 中小型股 ETF 1,074 30.02 64 18.52
2025-08-07 13F 伊利诺伊州市政退休基金 13,587 -2.36 835 0.85
2025-07-29 NP SMXAX - SIIT 扩展市场指数基金 - A 类 4,157 31.68 249 18.66
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 154,671 -5.12 9,505 -1.91
2025-07-22 NP GSSC - 高盛 ActiveBeta(R) 美国小盘股 ETF 6,864 -9.47 411 -18.49
2025-04-25 NP VFQY - Vanguard US Quality Factor ETF ETF 股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,494 0.00 99 -9.17
2025-08-26 NP EQ ADVISORS TRUST - EQ/摩根士丹利小型股成长投资组合 IB 级 2,303 1,040.10 142 1,075.00
2025-08-11 13F HighTower 顾问有限责任公司 8,593 6.82 528 10.46
2025-08-22 NP FESM - 富达增强型小型股 ETF 112,672 4.93 6,924 8.48
2025-08-26 13F/A 路德教会的 Thrivent 金融 24,666 31.64 2 0.00
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 4,835 18.22 269 -3.24
2025-08-01 13F SYM金融公司 19,796 0.75 1,216 4.20
2025-08-14 13F 骏利亨德森集团有限公司 12,248 0.00 753 2.17
2025-07-25 NP SCHB - 嘉信美国广泛市场 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 14,570 0.00 872 -9.82
2025-08-14 13F 工程师 门经理 LP 4,130 254
2025-08-14 13F Citadel 顾问有限公司 Call 0 -100.00 0
2025-06-26 NP ETTOX - E*TRADE 免费总市场指数基金 7 0
2025-08-14 13F Mpwm 咨询解决方案有限责任公司 29 -25.64 2 -50.00
2025-08-14 13F 加州教师退休制度 23,574 2.01 1,449 5.46
2025-08-21 NP MXISX - Great-West S&P Small Cap 600 指数基金投资者类别 18,567 -2.43 1,141 0.80
2025-07-28 NP URTY - ProShares UltraPro Russell2000 1,821 -28.39 109 -35.12
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 15,505 -4.78 928 -14.15
2025-08-18 13F 吉诺斯财富管理公司 162 0.62 10 0.00
2025-08-27 13F/A Squarepoint Ops LLC 52,985 49.35 3,256 54.41
2025-07-28 NP ITWO - ProShares Russell 2000 高收益 ETF 422 -3.21 25 -10.71
2025-08-08 13F 道明资本管理有限公司 31 3.33 2 0.00
2025-08-13 13F 第一信托顾问有限公司 383,525 403.62 23,568 420.70
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 120,979 -1.05 7,243 -10.79
2025-08-14 13F Nfj 投资集团有限公司 283,690 86.96 17,433 93.28
2025-08-06 13F 法国巴黎银行资产管理控股公司 155 0
2025-05-07 13F TCTC 控股有限公司 0 -100.00 0 -100.00
2025-05-29 NP CSA - VictoryShares 美国小盘股波动性 Wtd ETF 814 -21.28 48 -32.39
2025-08-28 NP SSMHX - 道富中小盘股指数投资组合 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8,528 -8.58 524 -5.42
2025-08-26 NP 第一信托可变保险信托 - 第一信托/道琼斯股息和收入分配投资组合 I 类 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 14,565 -2.58 895 0.79
2025-08-01 13F Y-Intercept (香港) 有限公司 8,099 -41.80 498 -39.90
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 200,288 38.98 12,308 43.69
2025-08-08 13F KBC 集团 998 -37.51 0
2025-08-01 13F 杰克逊霍尔信托银行 275 0.00 17 -11.11
2025-08-08 13F/A 斯特林资本管理有限公司 343 -15.10 21 -12.50
2025-08-14 13F 采石场LP 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 7 0.00 0
2025-07-15 13F 马瑟集团有限责任公司。 0 -100.00 0
2025-08-14 13F 两个 Sigma 顾问，有限合伙人 48,900 150.77 3,005 159.19
2025-08-08 13F Pnc 金融服务集团公司 2,684 -9.20 165 -6.29
2025-07-25 13F 斯蒂芬斯咨询有限公司 15 200.00 1
2025-08-18 NP PACIFIC SELECT FUND - PD 小盘价值指数投资组合 P 级 2,295 -15.03 141 -11.87
2025-08-08 13F Avantax 咨询服务公司 7,103 -7.88 436 -4.80
2025-07-23 13F 马里兰州退休金系统 7,452 0.00 458 3.39
2025-08-14 13F 富勒泰勒资产管理公司 335,901 18.44 20,641 22.45
2025-08-22 NP KVALX - 肯尼迪资本小型股价值基金机构类别股票 4,078 33.66 251 38.12
2025-07-09 13F 智慧资本有限公司 3,950 0.00 243 3.42
2025-08-08 13F 等投资顾问公司 18,109 -6.69 1,113 -3.56
2025-07-14 13F 农商投资公司 17 0.00 1 0.00
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 50,047 11.85 2,996 0.84
2025-08-14 13F 两西格码投资有限合伙人 130,488 93.52 8,018 100.10
2025-08-14 13F 雷蒙德詹姆斯金融公司 335,994 -3.97 20,647 -0.72
2025-08-11 13F 罗斯柴尔德投资有限公司 25 -50.00 2 -50.00
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 16,310 4.44 1,002 7.97
2025-08-07 13F 洛杉矶资本管理有限公司 4,462 0.00 274 3.40
2025-08-27 NP RYRRX - 罗素 2000 基金 A 类 60 1.69 4 0.00
2025-06-26 NP DCOR - 维度美国核心股票 1 ETF 2,994 20.82 167 -1.19
2025-08-28 NP GMSMX - GuideMark(R) 中小盘核心基金服务股票 416 0.00 26 4.17
2025-07-22 NP DSMFX - 目的地中小型股票基金 I 类 652 0.00 39 -9.30
2025-07-25 NP SCHD - 嘉信美国股息股票 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 731,330 9.04 43,785 -1.70
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 499 0.00 31 3.45
2025-04-15 13F 阿塞纳贡资产管理公司 0 -100.00 0
2025-08-15 13F 卡克斯顿联合律师事务所 0 -100.00 0
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 2,004 -1.52 123 2.50
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 55,769 -17.73 3,339 -25.84
2025-07-29 NP EBI-长景优势ETF 216 2,600.00 13
2025-08-13 13F 胜利资本管理公司 916,558 -16.10 56,322 -13.26
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 139,739 0.59 8,366 -9.31
2025-08-12 13F 公共部门养老金投资委员会 87,104 7.62 5,353 11.27
2025-08-22 NP FECGX - 富达小盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9,594 918.47 590 970.91
2025-07-15 13F 俄亥俄州公共雇员退休制度 245 -1.61 15 7.14
2025-08-11 13F 花旗集团 40,754 -8.21 2,504 -5.12
2025-08-13 13F 大都会人寿投资管理有限公司 15,720 7.94 966 11.56
2025-08-13 13F 宽博科技有限公司 12,612 -42.16 775 -40.20
2025-07-23 13F Klp资本管理公司 5,000 -9.09 307 -5.83
2025-07-25 13F 西皮坎资本顾问公司 23,724 9.78 1,458 13.47
2025-08-15 13F 摩根士丹利 218,023 -14.92 13,398 -12.04
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 110,398 -7.59 6,784 -4.46
2025-07-15 13F 道明私人客户财富有限责任公司 468 0.00 29 3.70
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 7,579 -8.58 454 -17.64
2025-07-07 13F Versant 资本管理公司 82 -47.10 5 -44.44
2025-08-12 13F LPL 金融有限责任公司 51,164 -22.67 3,144 -20.04
2025-06-23 NP SVPIX - 小盘价值深度投资者类别 43 -14.00 2 -33.33
2025-08-14 13F 都铎投资公司等 0 -100.00 0
2025-07-24 13F 罗纳德·布鲁信托公司 475 3.49 29 7.41
2025-08-14 13F 简街集团有限责任公司 12,572 -88.50 773 -88.12
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 789,175 -5.02 48,495 -1.81
2025-05-02 13F 西格尔·布莱恩特和哈米尔有限公司 0 -100.00 0
2025-06-23 NP PPNMX - 小型股成长基金 I R-3 175 1.16 10 -18.18
2025-08-12 13F 美洲投资伙伴公司 2,617 5.99 161 9.59
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 909 -4.01 56 -1.79
2025-08-06 13F 金州财富管理有限责任公司 93 0.00 6 0.00
2025-08-13 13F 景顺有限公司 83,195 -12.99 5,112 -10.05
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 12,289 0.00 684 -18.18
2025-08-26 NP Profunds - Profund 小盘股价值副总裁 257 0.39 16 0.00
2025-08-14 13F 巴利亚斯尼资产管理有限公司 13,305 -48.56 818 -46.84
2025-08-14 13F 未来资产全球ETFS控股有限公司 14,049 -5.51 863 -2.27
2025-06-26 NP ISCV - iShares Morningstar 小盘价值 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,679 5.68 149 -13.37
2025-08-28 NP SSSEX - 道富小盘股 VIS 基金 1 类股票 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 370 -1.07 23 0.00
2025-08-26 NP PQNAX - AllianzGI NFJ 中盘价值基金 A 193,373 93.92 11,883 100.47
2025-08-14 13F 联信银行 12,487 -4.41 767 -1.16
2025-08-29 NP EES - WisdomTree 美国小型股基金 不适用 11,031 1.79 678 5.12
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 71,769 0.00 3,995 -18.19
2025-08-13 13F 罗素投资集团有限公司 14,664 13.45 901 17.32
2025-08-26 NP Profunds - Profunds 小型股副总裁 59 5.36 4 0.00
2025-08-12 13F 科桥金融公司 0 -100.00 0
2025-08-11 13F 安尼斯·加德纳·惠廷资本顾问有限责任公司 194 12
2025-05-12 13F 康纳克拉克伦投资管理有限公司 0 -100.00 0
2025-05-27 NP NOSGX - 北方小盘价值基金 83,725 -5.14 4,977 -18.00
2025-08-14 13F 加拿大帝国商业银行世界市场公司 0 -100.00 0
2025-05-06 13F 文丘里财富管理有限责任公司 0 -100.00 0
2025-07-09 13F 万通信托公司 Fsb/adv 78 0.00 5 0.00
2025-08-28 NP WFIVX - Wilshire 5000 指数基金投资类别 98 0.00 6 20.00
2025-08-29 NP SA 基金投资信托 - SA 美国小型公司基金 2,447 0.00 150 3.45
2025-07-11 13F/A Umb Bank 北美/月 52 -44.09 3 -40.00
2025-08-13 13F 象限资本集团有限公司 0 -100.00 0
2025-08-12 13F SRS 资本顾问公司 564 -2.76 35 0.00
2025-08-28 NP SLYG - SPDR(R) S & P 600 小盘成长 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 69,433 -4.01 4,267 -0.77
2025-08-14 13F 莱加托资本管理有限公司 9,352 0.00 575 3.42
2025-07-14 13F 富达财富管理 3 0.00 0
2025-08-08 13F 宾夕法尼亚州公立学校就业重新注册系统 6,562 7.49 403 11.33
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 221,286 0.56 13,598 3.96
2025-08-07 13F 苏黎世州银行 (Zurcher Kantonalbank) 4,860 -30.34 299 -28.02
2025-08-11 13F 贝尔投资顾问公司 7 0.00 0
2025-08-08 13F 安全金融服务公司 11,472 0.00 705 3.38
2025-08-26 NP 北方基金 - 北方小盘核心基金 K 类 3,408 -5.54 209 -2.34
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent 小盘股指数投资组合 A 类 18,792 0.29 1,155 3.68
2025-05-29 NP CSF - VictoryShares US Discovery 增强波动性 Wtd ETF 1,036 -10.23 62 -22.78
2025-08-08 13F 英泰投资管理有限公司 9,800 -28.76 602 -26.32
2025-08-07 13F Campbell & CO 投资顾问有限责任公司 4,949 -68.23 304 -67.14
2025-07-25 NP CZMSX - 多管理人小盘股票策略基金机构类别 738 44
2025-08-14 13F 黑暗森林资本管理有限公司 33,682 -28.14 2,070 -25.74
2025-08-14 13F 制造商人寿保险公司 12,804 1.06 787 4.38
2025-08-26 NP NSIDX - 北方小盘股指数基金 11,894 4.05 731 7.51
2025-06-26 NP DFUS - 维度美国股票 ETF 10,049 26.12 559 3.14
2025-07-22 13F 湾港财富管理有限责任公司 1 0
2025-08-26 NP IRSIX - Voya Russell™ 小盘股指数投资组合 ADV 级 5,283 0.00 325 3.18
2025-05-05 13F 鹰湾顾问有限责任公司 0 -100.00 0 -100.00
2025-06-26 NP TIEIX - TIAA-CREF 机构类别股票指数基金 19,759 0.00 1,100 -18.23
2025-05-15 13F Point72 亚洲（新加坡）私人有限公司有限公司 0 -100.00 0 -100.00
2025-04-16 13F 阿尔伯特·D·梅森公司 0 -100.00 0
2025-07-28 13F 安联资产管理有限公司 0 -100.00 0
2025-08-14 13F 道富银行 1,354,542 4.41 83,237 7.94
2025-08-14 13F 立体派系统策略有限责任公司 77,146 -31.82 4,741 -29.53
2025-08-15 13F 大西人寿保险公司 /can/ 20,997 -2.15 1 0.00
2025-07-15 13F SJS投资咨询公司 1 -50.00 0
2025-08-18 NP 太平洋精选基金 - 小盘股票投资组合 I 类 1,295 -37.26 80 -35.25
2025-08-12 13F 熵技术有限公司 4,300 264
2025-07-21 13F 未来资产环球投资有限公司 23,255 11.88 1,429 14.14
2025-08-12 13F 贝德尔财务咨询公司 5,800 0.00 356 3.19
2025-08-12 13F 德意志银行\ 34,118 19.72 2,097 23.80
2025-08-28 NP SMLV - SPDR SSGA 美国小盘低波动指数 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 8,827 -71.45 542 -70.50
2025-07-30 NP SMCIX - 标准普尔小型股指数基金直接股票 996 0.00 60 -10.61
2025-08-11 13F 入口点资本有限责任公司 0 -100.00 0
2025-08-28 NP SPTM - SPDR(R) 投资组合总股票市场 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,914 2.29 302 5.61
2025-08-06 13F 第一地平线顾问公司 925 3.12 57 5.66
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 10,093 -2.46 620 0.81
2025-08-11 13F Mach-1 金融集团有限公司 4,982 306
2025-06-24 NP BBSC - 摩根大通 BetaBuilders 美国小盘股 ETF 8,776 11.61 489 -8.61
2025-08-06 NP 林肯可变保险产品信托 - LVIP 维度美国核心股票 2 基金标准类别 1,686 0.00 104 3.00
2025-08-13 13F 诚信合作伙伴有限责任公司 15,068 -3.41 926 -0.22
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 398,876 3.05 24,511 6.54
2025-07-25 13F 优素福资本管理有限公司 9,545 0.19 587 3.53
2025-08-12 13F Neumeier Poma 投资顾问有限公司 464,425 -2.25 28,539 1.06
2025-08-13 13F 马歇尔·韦斯律师事务所 66,144 -10.03 4,065 -6.98
2025-07-24 13F Jfs 财富顾问有限公司 2 -75.00 0
2025-07-28 NP AVSBX - Avantis 美国小型股股票基金 G 类 3,148 46.08 188 31.47
2025-07-09 13F 布鲁斯·艾伦投资有限责任公司 0 -100.00 0
2025-08-26 NP VVICX - Voya VACS 指数系列 SC 投资组合 1,792 4.37 110 7.84
2025-08-08 13F 大西洋信托有限责任公司 12 1
2025-07-24 13F CWM 顾问有限责任公司 6,328 9.52 389 13.12
2025-07-23 NP CFSSX-专栏小盘精选基金 11,304 24.08 677 11.92
2025-07-23 13F 第一招商局 3,500 0.00 215 3.37
2025-07-22 13F 红龟有限责任公司 50 0.00 3 50.00
2025-08-14 13F Citadel 顾问有限公司 89,452 3.09 5,497 6.57
2025-08-19 NP 西北互助系列基金公司 - 600 指数股票投资组合 9,090 3.98 559 7.51
2025-07-25 13F 海明顿财富管理 82 -41.84 0
2025-08-14 13F 高盛集团公司 220,347 -22.47 13,540 -19.85
2025-08-12 13F 磁星金融有限责任公司 0 -100.00 0
2025-06-25 NP GSATX - 高盛小盘价值洞察基金 A 类 8,074 0.00 449 -18.21
2025-05-28 NP QCEQRX - 股票指数账户类别 R1 13,317 0.00 792 -13.55
2025-08-14 13F/A 斯科波斯实验室有限公司 46 3
2025-08-21 13F Pathway 财务顾问有限公司 9,376 0.00 576 3.41
2025-08-28 NP 新时代阿尔法基金信托 - NAA 中盘价值基金机构类 16,080 -4.52 988 -1.30
2025-08-29 NP FTHNX - Fuller & Thaler 行为小型股票基金投资者股票 319,212 20.45 19,616 24.52
2025-07-29 NP VRTTX - Vanguard Russell 3000 指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,006 -3.74 120 -13.04
2025-08-14 13F 千禧管理有限公司 343,340 72.25 21,098 78.09
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 新时代阿尔法可变基金信托 - NAA 全市值系列 1,148 -0.52 71 2.94
2025-05-08 13F 深刻顾问有限公司 0 -100.00 0 -100.00
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 小盘股指数 VIP A 级 3,911 3.33 240 7.14
2025-06-18 NP 全国共同基金 - 全国基本全盘股票投资组合 R6 级 875 0.00 49 -18.64
2025-08-11 13F Aptus 资本顾问有限公司 132,845 9.86 8,163 13.58
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 24,952 1.68 1,533 5.14
2025-08-14 13F 舍恩菲尔德战略顾问有限责任公司 17,142 -30.00 1,053 -27.63
2025-08-15 13F Captrust 财务顾问 5,037 19.73 310 23.60
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 15,387 0.00 921 -9.79
2025-08-27 NP Jnl 系列信托 - Jnl/dfa 美国核心股票基金 (a) 1,758 0.00 108 3.85
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 23,845 -1.83 1,428 -11.53
2025-07-29 NP ISMD - Inspire 中小型影响力 ETF 6,011 8.95 360 -1.91
2025-08-05 13F 亨廷顿国家银行 0 -100.00 0
2025-06-23 NP PJARX - 小盘价值基金 II R-3 1,828 15.70 102 -5.61
2025-08-07 13F 第一来源银行 48,744 0.00 2,995 3.38
2025-08-29 NP DES - WisdomTree 美国小型股股息基金 不适用 36,498 -0.35 2,243 2.99
2025-08-14 13F 斯蒂菲尔金融公司 49,021 -21.05 3,012 -18.37
2025-08-14 13F 美国银行 /de/ 190,134 38.20 11,684 42.88
2025-07-23 13F 路易斯安那州雇员退休制度 11,900 -0.83 731 2.52
2025-08-26 NP Profunds - Profund 小盘成长股副总裁 317 2.59 19 5.56
2025-08-12 13F 奥肖内西资产管理有限公司 7,435 87.37 457 94.04
2025-06-25 NP ISCB - iShares 晨星小型股 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,214 3.85 68 -15.19
2025-06-23 NP UAPIX - 超小盘深度投资者类别 253 -30.30 14 -41.67
2025-07-23 13F 印第安纳信托投资管理公司 400 0.00 25 4.35
2025-08-05 13F 蒙特利尔银行/can/ 5,479 -0.58 337 2.75
2025-08-12 13F 哈特兰顾问公司 23,303 -7.57 1,432 -4.47
2025-07-24 13F 美国合众银行\de\ 2,124 -3.10 131 0.00
2025-05-28 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 215 0.00 13 -14.29
2025-07-22 13F 凯斯勒投资集团有限责任公司 18 0.00 1 0.00
2025-08-14 13F Aster 资本管理（DIFC）有限公司 233 -98.25 14 -98.41
2025-08-22 NP LACAX - 哥伦比亚橡子基金 A 类 232,728 0.00 14,301 3.38
2025-07-28 13F 纽约州教师退休制度 6,140 0.00 0
2025-08-20 NP ASMOX - AQR 小盘动量型基金 I 类 3,172 0.00 195 3.19
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 指数投资组合 A 类 9,668 8.37 594 12.08
2025-08-27 NP HCEGX - 成长型股票投资组合 HC 战略股票 1,193 0.00 73 4.29
2025-07-25 NP NMSAX - 哥伦比亚小型股指数基金 A 类 48,619 -5.52 2,911 -14.84
2025-06-26 NP DFVEX - 美国矢量股票投资组合 - 机构类 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 19,024 0.00 1,059 -18.16
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 86,257 -1.55 5,164 -11.24
2025-07-25 13F 俄勒冈州公务员退休基金 5,838 0.00 359 3.17
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 1,522,247 -3.58 93,542 -0.32
2025-08-27 NP 保诚系列基金 - 小盘股票投资组合 I 类 22,928 0.88 1,409 4.30
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 65,293 -11.12 4,012 -8.11
2025-07-28 13F 港口投资公司 1,991 0.05 122 3.39
2025-08-04 13F 阿卡迪奥斯财富顾问 3,947 0.13 243 3.42
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 11,732 0.00 653 -18.17
2025-08-14 13F 斯诺登资本顾问有限责任公司 8,697 4.24 534 7.88
2025-08-14 13F 富国银行/百万 107,423 -23.56 6,601 -20.97
2025-07-10 13F 博钦信托公司 0 -100.00 0
2025-06-24 NP TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 This fund is a listed as child fund of Northern Trust Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 632 -1.25 35 -18.60
2025-08-18 NP 太平洋精选基金 - PD 小盘成长指数投资组合 P 类 482 372.55 30 383.33
2025-08-13 13F 蒂姆库安资产管理公司/佛罗里达州 199,111 0.00 12,235 3.38
2025-08-12 13F MAI资本管理 13 1
2025-08-13 13F ExodusPoint 资本管理公司 37,539 9.75 2 0.00
2025-08-14 13F 沃洛里奇投资管理有限公司 103,839 14.28 6,381 18.15
2025-08-20 NP 全国可变保险信托 - NVIT 小盘指数基金 II 类 4,836 14.60 297 18.80
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 704 31.34 43 38.71
2025-08-25 NP AIRR - First Trust RBA 美国工业复兴 (TM) 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 322,947 19,845
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 4,309 5.79 258 -4.81
2025-08-29 NP JAEWX - 小盘股指数信托资产净值 4,917 1.97 302 5.59
2025-08-14 13F Occudo 定量策略 Lp 0 -100.00 0
2025-06-23 NP SLPIX - 小盘股深度投资者类别 24 -11.11 1 0.00
2025-08-11 13F 新时代阿尔法顾问有限责任公司 24,432 -3.74 1,501 -0.46
2025-08-26 NP IWV - iShares Russell 3000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,855 -1.35 360 1.99
2025-07-29 13F 美国互助资本管理有限公司 3,283 -11.63 202 -8.64
2025-07-25 13F CWM有限公司 4,138 555.78 0
2025-08-13 13F 桥城资本有限责任公司 36,262 -1.40 2,228 1.92
2025-08-14 13F 沃亚投资管理有限公司 7,075 1.07 435 4.33
2025-08-12 13F 动态技术实验室私人有限公司 0 -100.00 0
2025-07-14 13F Kfg 财富管理有限公司 12,837 2.47 789 5.91
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 小型股指数投资组合 - I 类 2,617 5.99 161 9.59
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 6,084 -0.16 339 -18.36
2025-06-23 NP PSSMX - 小型股标准普尔 600 指数基金 R-3 24,778 -5.21 1,379 -22.44
2025-08-13 13F 凯恩·安德森·鲁德尼克投资管理有限公司 1,728 -99.28 106 -99.26
2025-04-15 13F 路透詹姆斯财富管理有限公司 0 -100.00 0
2025-08-27 NP SEASONS SERIES TRUST - SA 多管理小型股投资组合 1 级 849 3.16 52 8.33
2025-06-26 NP DXUV-美国维度矢量股票 ETF 1,791 4,740.54 100 4,850.00
2025-07-28 NP AVSU - Avantis 责任美国股票 ETF 520 6.12 31 -3.12
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 1,442 -4.69 86 -14.00
2025-08-14 13F/A 巴克莱银行 59,705 58.47 4 50.00
2025-08-14 13F 阿默普莱斯金融公司 325,912 -0.90 20,027 2.45
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 22,603 -10.68 1,389 -7.71
2025-07-28 NP XSHQ - Invesco S&P SmallCap Quality 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 25,244 -25.21 1,511 -32.57
2025-07-16 13F 阿拉斯加州税务部 15,220 7.68 1
2025-07-28 NP UWM - ProShares Ultra Russell2000 2,482 -18.76 149 -26.73
2025-04-28 NP BFOR - 巴伦 400 ETF 5,465 1.20 363 -8.59
2025-06-26 NP CRSSX - 天主教责任投资小盘基金机构股 10,238 -2.60 570 -20.42
2025-08-14 13F 普莱斯 T Rowe Associates Inc /md/ 23,161 12.52 1 0.00
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