PLBC 机构投资人持股和股东 银行钢笔 (NasdaqCM) 股票

银行钢笔
US ˙ NasdaqCM ˙ US7292731020

基本统计
机构股东 198 total, 198 long only, 0 short only, 0 long/short - change of 2.06% MRQ
平均投资组合配置 0.0790 % - change of 4.34% MRQ
已发行股票 shares (source: Capital IQ)
法人股(长期) 3,225,293 - 46.43% (ex 13D/G) - change of -2.31MM shares -41.73% MRQ
制度价值(长期) $ 142,556 USD ($1000)
机构投资人持股和股东

Plumas Bancorp (US:PLBC) 有 198 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 3,225,293 股股票。 最大股东包括 Fmr Llc, BlackRock, Inc., Vanguard Group Inc, Siena Capital Partners GP, LLC, FLPSX - Fidelity Low-Priced Stock Fund, Manufacturers Life Insurance Company, The, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, De Lisle Partners LLP, IWM - iShares Russell 2000 ETF, and FCTDX - Strategic Advisers Fidelity U.S. Total Stock Fund .

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

The share price as of September 8, 2025 is 45.18 / share. Previously, on September 9, 2024, the share price was 40.36 / share. This represents an increase of 11.94% over that period.

PLBC / Plumas 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。

PLBC / Plumas 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。

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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)
2025-04-30 13G/A 万家集团有限公司 304,321 285,842 -6.07 4.82 -6.59
13F和NPORT备案

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

更新 解锁高级数据并导出到Excel .

文件日期 来源 投资者 类型 平均价格
(Est)
股份 Δ 股份
(%)
报告
价值
($1000)
Δ 价值
(%)
投资组合配置
(%)
2025-08-14 13F 美国银行 /de/ 3,295 -4.05 146 -1.35
2025-08-27 NP RYRUX - Russell 2000 2x 策略基金 A 级股票 27 -3.57 1 0.00
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 10,140 0.00 447 -3.25
2025-08-14 13F 简街集团有限责任公司 8,001 35.66 356 39.22
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 47,815 -4.54 2,126 -1.94
2025-08-27 NP RYDEX 可变信托 - Russell 2000(R) 1.5x 策略基金可变年金 1 0.00 0
2025-06-23 NP PJARX - 小盘价值基金 II R-3 399 2.31 18 0.00
2025-08-27 NP VTSMX - 先锋总股票市场指数基金投资者份额 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 169,162 0.00 7,521 2.75
2025-08-26 NP EQ ADVISORS TRUST - ATM 小盘波动率管理投资组合 K 级 1,589 -1.91 71 0.00
2025-08-14 13F 富国银行/百万 3,392 2.98 151 5.63
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 管理波动性投资组合 IB 级 6,381 0.00 284 2.54
2025-09-04 13F/A 顾问集团控股公司 1 0
2025-08-13 13F 北方信托公司 40,609 -3.87 1,805 -1.20
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 7,432 5.08 324 -0.62
2025-07-11 13F 考德威尔证券公司 800 0.00 36 2.94
2025-08-12 13F 科桥金融公司 0 -100.00 0
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 132 0.00 6 -16.67
2025-08-12 13F Legal & General 集团有限公司 483 -8.70 21 -4.55
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 642 0.00 28 -6.90
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 212 0.00 9 0.00
2025-08-14 13F 第四石有限责任公司 28,723 1,277
2025-08-08 13F SG美洲证券有限责任公司 0 -100.00 0
2025-08-26 NP NSIDX - 北方小盘股指数基金 2,380 0.25 106 2.94
2025-08-07 13F 阿卡迪亚资产管理有限公司 1,293 -29.31 0
2025-08-11 13F 科维斯特有限公司 25 -10.71 0
2025-07-25 13F CWM有限公司 214 12.04 0
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 4,445 -13.92 196 -17.02
2025-08-12 13F 恒线顾问公司 5,735 0.92 255 3.67
2025-08-11 13F 先锋集团公司 291,378 1.94 12,955 4.74
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 5,868 -2.12 261 0.39
2025-07-09 13F 万通信托公司 Fsb/adv 11 0
2025-08-08 13F/A 斯特林资本管理有限公司 147 54.74 7 50.00
2025-08-14 13F 法国巴黎银行套利公司 922 -87.21 41 -87.14
2025-05-15 13F SRS 资本顾问公司 0 -100.00 0
2025-08-18 NP 太平洋精选基金 - 小盘股票投资组合 I 类 544 0.00 24 4.35
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 54 0.00 2 0.00
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT 微型资本投资组合 IB 级 1,077 4.56 48 6.82
2025-08-07 13F 奥尔沃斯金融有限公司 7,197 0.06 320 3.24
2025-08-28 NP SMVIX - Simt 小盘价值基金 I 类 3,340 45.22 148 49.49
2025-06-26 NP FRBAX - 区域银行基金 A 类 87,214 -1.78 3,845 -5.04
2025-08-26 NP IRSIX - Voya Russell™ 小盘股指数投资组合 ADV 级 1,670 12.99 74 17.46
2025-08-29 NP DGRS - WisdomTree 美国小型股优质股息增长基金 不适用 8,542 -1.67 380 1.07
2025-07-31 13F 尼萨投资顾问有限公司 356 1.71 16 0.00
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB 小型股成长投资组合 IB 类 850 77.08 38 85.00
2025-08-07 13F 洛杉矶资本管理有限公司 9,362 416
2025-06-26 NP DFAS - 维度美国小型股 ETF 4,277 14.21 189 10.59
2025-07-21 13F 谷轮资本管理有限责任公司 1,433 16.41 64 18.87
2025-08-18 NP PACIFIC SELECT FUND - PD 小盘价值指数投资组合 P 级 1,114 -32.36 50 -30.99
2025-06-26 NP DFAT - 维度美国目标价值 ETF 11,831 7.08 522 3.58
2025-08-20 NP 全国可变保险信托 - NVIT 小盘指数基金 II 类 1,166 20.21 52 24.39
2025-08-20 NP 全国可变保险信托 - NVIT GS 小盘股票洞察基金 Y 级 519 0.00 23 4.55
2025-06-18 NP GMRAX - 全国小盘指数基金 A 类 518 0.00 23 -4.35
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 80,129 7.68 3,563 10.66
2025-07-28 13F 速递资本有限公司 10,000 0.00 445 2.78
2025-06-23 NP UAPIX - 超小盘深度投资者类别 57 -28.75 3 -33.33
2025-08-04 13F 联合银行 184 0.00 0
2025-07-28 NP VCSLX - 小盘股指数基金 2,332 11.26 102 5.21
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 13,751 0.00 606 -3.35
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 2,602 -31.35 116 -29.45
2025-08-29 NP BSVO - EA Bridgeway Omni 小盘价值 ETF 2,810 -1.71 125 0.81
2025-08-26 NP EQ ADVISORS TRUST - EQ/小型公司指数投资组合 IB 类 960 54.84 43 61.54
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 13,359 0.00 589 -3.45
2025-08-26 NP VVICX - Voya VACS 指数系列 SC 投资组合 584 8.15 26 8.70
2025-08-14 13F 加拿大皇家银行 4,038 37.07 180 40.63
2025-08-13 13F 文艺复兴科技有限公司 17,100 -1.72 760 1.06
2025-07-14 13F 伽玛投资有限责任公司 25 -13.79 1 0.00
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 514 18.98 23 22.22
2025-06-26 NP DFAC - 维度美国核心股票 2 ETF 5,978 0.00 264 -3.31
2025-08-27 NP 高级系列信托 - Ast 小型成长型投资组合 470 0.00 21 0.00
2025-08-26 NP BOSVX - Omni 小盘价值基金 N 类 2,000 0.00 89 2.33
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 978 0.00 43 -2.27
2025-06-23 NP SLPIX - 小盘股深度投资者类别 5 -16.67 0
2025-07-28 NP HDG - ProShares 对冲复制 ETF 7 16.67 0
2025-08-12 13F 维度基金顾问有限公司 98,515 8.99 4,380 11.99
2025-07-29 NP SVYAX - SIIT 美国管理波动性基金 - A 类 0 -100.00 0 -100.00
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 7,485 36.54 330 32.53
2025-06-26 NP FLPSX - 富达低价股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 191,183 -0.33 8,429 -3.62
2025-06-27 NP Angel Oak 财务策略收入定期信托 10,700 87.72 472 81.85
2025-06-27 NP EBIT - Harbor AlphaEdge 小型股收益者 ETF 123 2.50 5 0.00
2025-08-13 13F 纽约州共同退休基金 2,746 0.00 0
2025-08-13 13F 德莱尔合伙人律师事务所 166,818 1.21 7,429 3.43
2025-08-14 13F 瑞银集团 7,045 20.14 313 23.72
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 小型股指数投资组合 - I 类 452 0.00 20 5.26
2025-08-28 NP IWC - iShares 微型股 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11,932 -3.14 530 -0.56
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 618 0.00 27 -3.57
2025-08-15 13F 摩根士丹利 25,541 37.93 1,136 41.70
2025-08-29 NP DES - WisdomTree 美国小型股股息基金 不适用 6,710 -0.36 298 2.41
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 小盘股指数 VIP A 级 843 0.00 37 2.78
2025-03-24 NP JSMD - Janus Henderson 中小盘增长 Alpha ETF 1,439 13.67 66 25.00
2025-08-14 13F 雷蒙德詹姆斯金融公司 19,119 0.25 850 3.03
2025-08-14 13F 制造商人寿保险公司 180,291 3.82 8,016 6.67
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 153 61.05 7 50.00
2025-06-27 NP RSSL - Global X Russell 2000 ETF 3,354 5.87 148 2.08
2025-08-08 13F 天使橡树资本顾问有限公司 26,700 23.04 1,187 26.55
2025-08-12 13F 贝莱德公司 383,648 2.42 17,057 5.24
2025-08-26 NP Profunds - Profunds 小型股副总裁 12 0.00 1
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 27,922 12.57 1,215 6.67
2025-08-29 NP 约翰汉考克金融机会基金 72,944 13.94 3,243 17.08
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 3,111 0.00 135 -4.93
2025-07-30 13F 锡耶纳资本合伙人有限责任公司 219,802 0.00 9,772 2.75
2025-08-27 13F/A Squarepoint Ops LLC 6,378 27.79 284 31.63
2025-08-28 NP GMSMX - GuideMark(R) 中小盘核心基金服务股票 546 0.00 24 4.35
2025-07-28 NP UWM - ProShares Ultra Russell2000 547 -18.96 24 -25.81
2025-05-29 NP JAFEX - 总股票市场指数信托资产净值 97 234.48 4 300.00
2025-08-29 NP JAEWX - 小盘股指数信托资产净值 1,188 10.20 53 13.04
2025-08-08 13F 新泽西州警察和消防员退休系统 1,103 0.00 49 4.26
2025-08-27 NP RYMKX - 罗素 2000 1.5 倍策略基金 H 级 7 -12.50 0
2025-08-14 13F 两个 Sigma 顾问,有限合伙人 0 -100.00 0
2025-07-28 NP URTY - ProShares UltraPro Russell2000 399 -29.00 17 -32.00
2025-08-14 13F 千禧管理有限公司 9,813 37.44 436 41.56
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 367 0.00 16 6.67
2025-08-27 NP 俄亥俄国家基金公司 - ON BlackRock Advantage Small Cap Growth Portfolio 338 15
2025-08-27 NP RYRRX - 罗素 2000 基金 A 类 12 -7.69 1
2025-07-24 13F IFP 顾问公司 5 0
2025-08-26 NP PSGIX - 贝莱德优势小型股成长基金机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 628 28
2025-06-27 NP RHJSX - Rice Hall James Micro Cap 投资组合机构类别股票 2,800 123
2025-08-14 13F 高盛集团公司 6,334 -52.51 282 -51.30
2025-08-14 13F 弗默尔有限公司 530,057 0.00 23,566 2.75
2025-08-14 13F 盛德金融有限公司 0 -100.00 0
2025-08-26 NP 主投资组合 - 活跃股票 主投资组合 活跃股票投资组合 1,921 85
2025-06-26 NP DXUV-美国维度矢量股票 ETF 4 0.00 0
2025-06-26 NP FDMLX - 富达系列内在机会基金 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 133,092 0.00 5,868 -3.30
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 187 -22.41 8 -20.00
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 559 0.00 24 -4.00
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 230 -64.40 10 -61.54
2025-08-13 13F 罗素投资集团有限公司 13 0.00 1
2025-08-12 13F 普利股权公司 0 0
2025-08-12 13F 嘉信理财投资管理公司 15,472 -0.99 688 1.63
2025-08-28 NP SSBIX - 道富平衡指数基金 K 类 64 0.00 3 0.00
2025-08-14 13F 加州教师退休制度 398 0.00 18 0.00
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 2,267 0.00 100 -3.88
2025-08-19 NP GARTX - 高盛绝对回报跟踪基金 A 类 2,136 6.43 95 9.30
2025-08-14 13F 布里奇威资本管理公司 4,810 -1.01 214 1.43
2025-08-14 13F Punch & Associates 投资管理公司 43,940 0.00 1,954 2.74
2025-08-26 NP 高盛可变保险信托 - 高盛小型股股票洞察基金机构 530 0.00 24 4.55
2025-06-26 NP DFAU - 维度美国核心股票市场 ETF 112 0.00 5 -20.00
2025-04-22 13F 普特尼金融集团有限公司 0 -100.00 0
2025-03-24 NP JSML - Janus Henderson 小型股成长阿尔法 ETF 1,373 1.48 63 10.71
2025-08-14 13F 未来资产全球ETFS控股有限公司 2,891 -12.92 129 -10.49
2025-08-12 13F 摩根大通公司 4,411 -62.86 196 -61.79
2025-06-26 NP DCOR - 维度美国核心股票 1 ETF 4 0.00 0
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 9,075 3.57 400 0.25
2025-07-22 NP GSSC - 高盛 ActiveBeta(R) 美国小盘股 ETF 2,463 0.57 107 -4.46
2025-08-13 13F 大都会人寿投资管理有限公司 3,254 0.00 145 2.86
2025-06-26 NP USMIX - 扩展市场指数基金 582 -9.20 26 -13.79
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 4,330 0.00 193 2.67
2025-08-13 13F 伊丽莎白帕克资本顾问有限公司 53,778 0.00 2,391 2.75
2025-06-26 NP DFUS - 维度美国股票 ETF 207 0.00 9 0.00
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 55,749 3.64 2,458 0.20
2025-08-27 NP JNL 系列信托 - JNL/DFA 美国小型股基金 (A) 542 0.00 24 4.35
2025-07-28 NP ITWO - ProShares Russell 2000 高收益 ETF 92 -3.16 4 0.00
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT 小盘价值投资组合 IB 级 877 0.00 39 2.70
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 4,100 0.00 182 2.82
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 10,579 6.16 461 0.66
2025-08-11 13F 赖斯霍尔詹姆斯联合有限公司 31,433 467.08 1,398 484.52
2025-05-07 13F 皮克顿马奥尼资产管理公司 0 -100.00 0
2025-07-28 NP MSSM - 摩根士丹利 Pathway 中小型股 ETF 238 0.00 10 0.00
2025-08-14 13F 道富银行 77,221 6.42 3,433 9.37
2025-08-14 13F/A 巴克莱银行 12,924 106.98 1
2025-06-26 NP TISBX - TIAA-CREF 小型股混合指数基金机构类别 7,368 0.00 325 -3.28
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 3,784 6.92 168 9.80
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 1,046 16.87 46 15.00
2025-05-15 13F Adage 资本合伙人有限公司 0 -100.00 0 -100.00
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 指数投资组合 A 类 1,875 0.00 83 2.47
2025-05-28 NP QCEQRX - 股票指数账户类别 R1 2,662 0.00 115 -8.00
2025-06-26 NP FLKSX - 富达低价股票K6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 27,553 2.37 1,215 -1.06
2025-05-30 NP SVOAX - Simt US 管理波动性基金 F 级 693 -11.83 30 -21.62
2025-08-25 NP SQLV - Legg Mason 小型股优质价值 ETF 811 36
2025-07-10 13F 财富增值咨询服务有限公司 13,215 1.54 628 11.37
2025-06-27 NP SUNAMERICA SERIES TRUST - SA 小型股指数投资组合 1 级 623 2.47 27 0.00
2025-08-08 13F Geode资本管理有限公司 128,086 -1.10 5,696 1.59
2025-08-26 NP PENN SERIES FUNDS INC - 小盘股指数基金 200 0.00 9 0.00
2025-08-13 13F EverSource 财富顾问有限责任公司 2 -33.33 0
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master 小盘股指数系列 9,736 0.00 433 2.61
2025-08-05 13F 纽约梅隆银行 28,645 2.83 1,274 5.64
2025-07-09 13F 港湾资本顾问公司 79 -34.71 0
2025-08-14 13F RBF 资本有限责任公司 20,000 0.00 889 2.77
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 1,800 -14.29 80 -11.11
2025-08-13 13F 马歇尔·韦斯律师事务所 0 -100.00 0
2025-08-13 13F 汇丰控股有限公司 6,016 269
2025-07-30 NP FCTDX - 战略顾问富达美国总股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 145,000 0.00 6,312 -5.30
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 5,043 4.60 222 1.37
2025-08-13 13F 宏伟峰全球顾问有限责任公司 5,155 -82.43 229 -81.95
2025-08-28 NP SLLAX - SIMT 小盘基金 F 类 3,064 136
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 613 0.00 27 3.85
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 3,582 -5.39 156 -10.92
2025-08-05 13F 科顿资本公司 4,847 -26.89 215 -24.83
2025-08-12 13F 德意志银行\ 3,091 -36.63 137 -35.07
2025-08-29 NP JAFVX - 战略股权配置信托系列资产净值 927 10.10 41 13.89
2025-03-28 NP GPGCX - Grandeur Peak 全球逆势基金机构级 20,000 -31.86 912 -25.12
2025-08-18 NP 太平洋精选基金 - 小盘股指数投资组合 I 类 1,631 0.00 73 2.86
2025-08-27 NP Mason Capital Fund Trust - 基本面第一ETF 944 0.00 42 2.50
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 151,706 -8.47 6,745 -5.95
2025-07-22 NP DSMFX - 目的地中小型股票基金 I 类 188 0.00 8 0.00
2025-07-29 13F 阿尔伯特·D·梅森公司 31,593 -7.02 1,405 -4.49
2025-08-15 13F 塔尔研究资本有限责任公司(TRC) 1,636 623.89 73 700.00
2025-08-25 NP TMVAX - RBC Microcap Value Fund A 股 2,000 0.00 89 2.33
2025-08-14 13F 萨斯奎哈纳国际集团有限责任公司 6,582 -23.85 293 -21.72
2025-08-27 NP BBVSX - Bridge Builder 中小盘价值基金 2,747 0.00 122 3.39
2025-08-13 13F 肯尼迪资本管理公司 27,423 42.69 1,219 46.69
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 30,006 -0.49 1,306 -5.70
2025-08-14 13F Citadel 顾问有限公司 18,670 148.11 830 155.38
2025-08-11 13F 花旗集团 1,784 -53.09 79 -51.83
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 801 0.00 35 -5.56
2025-08-12 13F 美洲投资伙伴公司 452 0.00 20 5.26
2025-06-26 NP DFSU - 维度美国可持续发展核心 1 ETF 264 12
2025-06-30 NP GPMCX - Grandeur Peak Global Micro Cap Fund 机构级 9,339 0.00 412 -3.29
2025-08-12 13F Nuveen有限责任公司 9,411 -99.61 418 -87.51
2025-08-26 NP Profunds - Profund 超小型股副总裁 18 -10.00 1
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DE:OKO €37.80
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