PYCR 机构投资人持股和股东 Paycor HCM 有限公司 (NasdaqGS) 股票

Paycor HCM 有限公司
US ˙ NasdaqGS ˙ US70435P1021
该符号不再有效

基本统计
机构股东 156 total, 156 long only, 0 short only, 0 long/short - change of -63.89% MRQ
平均投资组合配置 0.0586 % - change of -77.29% MRQ
法人股（长期） 5,677,300 (ex 13D/G) - change of -90.84MM shares -94.12% MRQ
制度价值（长期） $ 126,090 USD ($1000)
机构投资人持股和股东

Paycor HCM, Inc. (US:PYCR) 有 156 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 5,677,300 股股票。 最大股东包括 VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, NAESX - Vanguard Small-Cap Index Fund Investor Shares, FSGRX - Franklin Small Cap Growth Fund Class A, VEXMX - Vanguard Extended Market Index Fund Investor Shares, VISGX - Vanguard Small-Cap Growth Index Fund Investor Shares, FXL - First Trust Technology AlphaDEX Fund, LCLAX - ClearBridge Select Fund Class A, CZMSX - Multi-Manager Small Cap Equity Strategies Fund Institutional Class, FSMAX - Fidelity Extended Market Index Fund, and SCHA - Schwab U.S. Small-Cap ETF .

Paycor HCM, Inc. (NasdaqGS:PYCR)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 April 11, 2025 is 22.49 / share. Previously, on September 10, 2024, the share price was 13.99 / share. This represents an increase of 60.76% over that period.

PYCR / Paycor HCM, Inc. Institutional Ownership
基金情绪分数

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

更新频率：每日

请参阅“持股资源管理器”，它提供了排名最高的公司的列表。

查看排名最高的股票
机构看跌与看涨期权比率

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

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

PYCR / Paycor HCM, Inc. Historical Put/Call Ratio
13D/G备案

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

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

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文件日期 表格 投资者 前期
股票		 最新
股票		 Δ 股票
(Percent)		 持股
(百分比)		 Δ 持股
(百分比)
2025-04-15 13G/A 骄傲聚合器，LP 96,140,927 0 -100.00 0.00 -100.00
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
(%)
2025-08-08 13F Mv 资本管理公司 0 -100.00 0
2025-03-26 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 15,487 40.36 343 106.02
2025-05-14 13F 斯蒂菲尔金融公司 0 -100.00 0
2025-03-27 NP 贝莱德基金 - iShares 罗素中型股指数机构基金 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 13,855 8.54 307 59.38
2025-04-25 NP VRVIX - Vanguard Russell 1000 价值指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 36,394 23.34 813 52.63
2025-08-28 NP AWEG - 阿尔及尔韦瑟比持久增长 ETF 0 -100.00 0 -100.00
2025-04-25 NP VINAX - 先锋工业指数基金 Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 97,592 -1.71 2,179 21.53
2025-04-11 13F Procyon 私人财富合作伙伴有限责任公司 0 -100.00 0
2025-05-15 13F HRT金融有限责任公司 0 -100.00 0
2025-04-25 NP ESGV - 先锋ESG美国股票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 17,162 12.31 383 39.27
2025-07-10 13F 韦蒙特私人资本 0 -100.00 0
2025-05-13 13F 挪威银行 0 -100.00 0 -100.00
2025-07-21 13F 山顶国家银行 0 -100.00 0
2025-07-16 13F 签名有限责任公司 0 -100.00 0
2025-08-13 13F 新斯科舍银行 0 -100.00 0
2025-05-30 NP QAAGRX - T. Rowe 价格适度配置投资组合 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 0 -100.00 0 -100.00
2025-08-12 13F 克利尔街市场有限责任公司 0 -100.00 0
2025-08-12 13F 皮克顿马奥尼资产管理公司 0 -100.00 0
2025-03-26 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 9,048 0.00 200 47.06
2025-03-25 NP PMPRX - 中型价值基金 I R-3 2,296 -2.09 51 42.86
2025-05-28 NP RPNIX - Riverpark/Next Century Growth Fund 机构类别股票 0 -100.00 0 -100.00
2025-05-28 NP SSBIX - 道富平衡指数基金 K 类 507 0.00 11 22.22
2025-05-29 NP TIFF 投资计划 - TIFF 多元资产基金 0 -100.00 0 -100.00
2025-05-29 NP JNL 系列信托 - JNL/DFA 美国小型股基金 (A) 20,762 -21.26 466 -4.91
2025-05-14 13F 赫尔维德资本管理有限公司 0 -100.00 0
2025-08-04 13F 巴恩斯丹尼格私人财富管理有限公司 0 -100.00 0
2025-05-28 NP LAZARD RETIRMENT SERIES INC - Lazard Retirement 美国中小型股股票投资组合服务股票 0 -100.00 0 -100.00
2025-05-05 13F 林布鲁克资本有限公司 1,769 -3.28 40 18.18
2025-08-12 13F 嘉信理财投资管理公司 0 -100.00 0
2025-05-23 NP EQ ADVISORS TRUST - EQ/中盘价值管理波动性投资组合 IB 类 6,249 0.00 140 20.69
2025-08-14 13F 特鲁斯资本顾问有限责任公司 Call 0 -100.00 0
2025-05-13 13F 福克斯运行管理有限公司 0 -100.00 0 -100.00
2025-08-12 13F 德意志银行\ 0 -100.00 0
2025-03-31 NP FHOFX - 富达系列大盘成长指数基金 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 379 7.98 8 60.00
2025-05-07 13F 麦肯齐金融公司 0 -100.00 0 -100.00
2025-05-27 NP FEAC - 富达增强型美国全市值股票 ETF 0 -100.00 0 -100.00
2025-05-28 NP LZCOX - Lazard 美国中小型股股票投资组合公开股票 0 -100.00 0 -100.00
2025-08-13 13F 罗素投资集团有限公司 0 -100.00 0
2025-08-13 13F Skandinaviska Enskilda Banken AB（出版） 0 -100.00 0
2025-08-14 13F 法国巴黎银行套利公司 0 -100.00 0
2025-05-28 NP NAESX - 先锋小型股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 2,038,666 -1.00 45,748 19.63
2025-03-27 NP LCLAX - ClearBridge Select 基金 A 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 731,473 0.00 16,187 46.66
2025-05-14 13F 华尔街眼资本有限责任公司 0 -100.00 0
2025-03-26 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 171,980 2.39 3,806 50.16
2025-05-29 NP SEASONS SERIES TRUST - SA 多管理中型价值投资组合 1 级 503 -1.95 11 22.22
2025-08-14 13F 萨斯奎哈纳基本投资有限公司 0 -100.00 0
2025-06-26 NP FSUMX - 富达系列可持续美国市场基金 0 -100.00 0 -100.00
2025-08-14 13F 舍恩菲尔德战略顾问有限责任公司 Call 0 -100.00 0
2025-08-14 13F 道富银行 0 -100.00 0
2025-08-12 13F 维度基金顾问有限公司 0 -100.00 0
2025-08-12 13F 斯科波斯实验室有限公司 161 0.00 4 0.00
2025-08-06 13F 第一地平线顾问公司 0 -100.00 0
2025-08-13 13F EverSource 财富顾问有限责任公司 0 -100.00 0
2025-04-28 13F 美国信安金融集团 0 -100.00 0
2025-07-23 13F 壳牌资产管理公司 0 -100.00 0
2025-08-13 13F 法国集团 0 -100.00 0
2025-07-15 13F 河桥合伙人有限公司 0 -100.00 0
2025-05-20 13F/A 柯罗尼集团有限责任公司 0 -100.00 0 -100.00
2025-05-14 13F 萨斯奎哈纳国际集团有限责任公司 0 -100.00 0
2025-05-28 NP BBVLX - Bridge Builder 大盘价值基金 3,970 34.76 89 64.81
2025-05-28 NP ONEO - SPDR Russell 1000 动量焦点 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 499 0.00 11 22.22
2025-03-26 NP TILVX - TIAA-CREF 大盘价值指数基金机构类别 33,041 -4.89 731 39.50
2025-04-25 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 147,784 2.14 3,300 26.34
2025-08-07 13F 苏黎世州银行 (Zurcher Kantonalbank) 0 -100.00 0
2025-08-14 13F 赛奇菲尔德资本有限合伙人 0 -100.00 0
2025-08-12 13F 恒线顾问公司 0 -100.00 0
2025-05-15 13F 牛津资产管理公司 28,474 639
2025-08-07 13F 芝加哥资本管理有限责任公司 0 -100.00 0
2025-03-26 NP SWLGX - 嘉信美国大盘成长指数基金 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 405 98.53 9 166.67
2025-08-14 13F 曼氏集团 0 -100.00 0
2025-08-12 13F 艾斯勒资本管理有限公司 0 -100.00 0
2025-08-07 13F Bck资本管理公司 0 -100.00 0
2025-04-24 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 388,887 -0.65 8,684 22.85
2025-08-15 13F 普威创新财富顾问有限公司 0 -100.00 0
2025-08-08 13F 橡蓟有限责任公司 0 -100.00 0
2025-03-25 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 0 -100.00 0 -100.00
2025-05-15 13F 格伦梅德信托公司 27,649 -1.59 620 19.00
2025-08-14 13F 维瓦尔第资产管理有限责任公司 0 -100.00 0
2025-08-14 13F 普莱斯 T Rowe Associates Inc /md/ 0 -100.00 0
2025-07-31 13F 奎斯特合作伙伴有限责任公司 0 -100.00 0
2025-08-14 13F PZU SA 投资基金公司 0 -100.00 0 -100.00
2025-04-25 13F 华盛顿信托顾问公司 0 -100.00 0
2025-08-14 13F 维登咨询有限责任公司 0 -100.00 0
2025-07-28 13F 工商信用 0 -100.00 0
2025-03-27 NP SMNCX - Steward 股票市场中性基金 C 类 0 -100.00 0 -100.00
2025-08-12 13F Virtu 金融有限责任公司 0 -100.00 0
2025-08-14 13F 弗雷德·阿尔杰管理有限公司 0 -100.00 0
2025-05-22 NP IRGJX - Voya RussellTM 中盘成长指数投资组合 I 类 2,468 -3.59 55 17.02
2025-05-21 13F 阿卡迪亚资产管理有限公司 0 -100.00 0
2025-03-27 NP SASMX - ClearBridge 小盘成长基金 A 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 331,368 -86.46 7,333 -80.14
2025-08-12 13F 科桥金融公司 0 -100.00 0
2025-07-24 13F 罗纳德·布鲁信托公司 0 -100.00 0
2025-03-31 NP DAACX - 多元化股票基金 364 0.00 8 60.00
2025-08-14 13F 美国银行 /de/ 0 -100.00 0
2025-08-13 13F 诚信合作伙伴有限责任公司 0 -100.00 0
2025-08-13 13F 格兰瑟姆·梅奥·范·奥特卢有限公司 0 -100.00 0
2025-04-29 NP LCIAX - Siit 大盘指数基金 - A 类 1,700 0.00 38 23.33
2025-07-24 13F 资本顾问有限公司 0 -100.00 0
2025-03-21 NP PCSGX - PACE 中小型共同成长股权投资 P 类 116,348 -2.59 2,575 42.84
2025-03-26 NP IYW - iShares 美国科技 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 138,138 14.22 3,057 67.54
2025-07-25 13F 奥泉环球投资控股有限公司 0 -100.00 0
2025-05-27 NP IWS - iShares Russell 中盘价值 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 115,059 0.48 2,582 21.40
2025-05-28 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 50,032 -5.36 1,123 14.37
2025-04-25 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 106,061 -0.90 2,368 22.57
2025-04-01 NP KCXIX - Knights of Columbus 美国全盘指数基金 I 股 328 10.44 7 75.00
2025-05-23 NP PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 39 0.00 1
2025-05-15 13F 伍德莱合伙公司 0 -100.00 0
2025-05-28 NP PACIFIC SELECT FUND - PD 大盘价值指数投资组合 P 类 3,117 0.00 70 21.05
2025-08-01 13F 贝西默集团公司 0 -100.00 0
2025-05-27 NP GVIZX - 价值股票指数基金投资者 463 0.00 10 25.00
2025-05-27 NP SMMD - iShares Russell 2500 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 18,573 5.61 417 27.61
2025-04-25 NP EQAL - Invesco Russell 1000 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 20,817 -25.54 465 -7.94
2025-08-05 13F 三菱日联证券欧洲、中东和非洲有限公司 0 -100.00 0
2025-08-14 13F 哥谭资产管理有限公司 0 -100.00 0
2025-08-12 13F 全球退休合作伙伴有限责任公司 0 -100.00 0
2025-05-15 13F 星云研究与开发有限责任公司 0 -100.00 0 -100.00
2025-03-26 NP SWLVX - 嘉信美国大盘价值指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,270 14.53 50 72.41
2025-08-11 13F 鼎盛资本有限责任合伙 0 -100.00 0
2025-04-28 NP TRPBX - T. Rowe 价格谱适度配置基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 0 -100.00 0 -100.00
2025-08-07 13F 遗产顾问有限责任公司 0 -100.00 0
2025-05-30 NP SLGFX - SIMT 大盘指数基金 F 类 1,600 0.00 36 20.69
2025-08-19 NP GARTX - 高盛绝对回报跟踪基金 A 类 0 -100.00 0 -100.00
2025-05-05 13F 安联资产管理有限公司 0 -100.00 0 -100.00
2025-03-25 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 3,811 -4.41 84 40.00
2025-08-06 13F 斯特林资本管理有限公司 0 -100.00 0
2025-08-12 13F 顾问资产管理公司 0 -100.00 0
2025-03-27 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 3,339 1,986.88 74 3,550.00
2025-08-13 13F 大都会人寿投资管理有限公司 0 -100.00 0
2025-08-04 13F 阿特里亚投资有限公司 0 -100.00 0
2025-06-23 NP PPSFX - 大型股价值基金 III R-3 0 -100.00 0 -100.00
2025-06-26 NP SPEDX - 阿尔及尔动态机会基金 A 类 0 -100.00 0 -100.00
2025-06-23 NP PPUMX - 大型股增长基金 I R-3 0 -100.00 0 -100.00
2025-04-22 NP GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF 237 -12.22 5 25.00
2025-05-05 13F GW&K 投资管理有限公司 0 -100.00 0
2025-08-13 13F 阿蒙迪 0 -100.00 0
2025-08-14 13F 加拿大皇家银行 0 -100.00 0
2025-07-09 13F 万通信托公司 Fsb/adv 0 -100.00 0
2025-08-14 13F 阿尔派全球管理有限责任公司 0 -100.00 0
2025-05-06 13F RSM美国财富管理有限公司 0 -100.00 0
2025-08-14 13F 萨斯奎哈纳投资组合策略有限责任公司 0 -100.00 0
2025-05-28 NP VTCLX - 先锋税务管理资本增值基金 Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 219,175 0.00 4,918 20.84
2025-03-26 NP SMLF - iShares Edge MSCI 多因子美国小型股 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12,645 13.86 280 67.07
2025-06-23 NP PPQMX-中型股成长基金 III R-3 0 -100.00 0 -100.00
2025-08-11 13F 绿地资本管理有限公司 0 -100.00 0
2025-05-19 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 2,411 0.00 54 22.73
2025-08-14 13F 前奏资本管理有限公司 0 -100.00 0
2025-08-14 13F 布雷文·霍华德资本管理有限责任公司 0 -100.00 0
2025-08-04 13F 俄亥俄州 0 -100.00 0
2025-08-08 13F KBC 集团 0 -100.00 0
2025-07-16 13F 奥克塔维亚财富顾问有限责任公司 0 -100.00 0
2025-08-13 13F 佛罗里达州退休系统国家管理局 0 -100.00 0
2025-05-06 13F 环球保险及服务有限公司 0 -100.00 0
2025-08-13 13F 麦克摩根公司 0 -100.00 0
2025-08-14 13F Aqr资本管理有限公司 0 -100.00 0
2025-07-08 NP ARBFX - R 类套利基金 0 -100.00 0 -100.00
2025-07-08 NP ARB - AltShares 合并套利 ETF 0 -100.00 0 -100.00
2025-05-28 NP QCEQRX - 股票指数账户类别 R1 36,294 0.00 814 20.95
2025-08-05 13F 蒙特利尔银行/can/ 0 -100.00 0
2025-08-15 13F Captrust 财务顾问 0 -100.00 0
2025-07-08 NP AEDFX - 水岛多元化事件驱动基金 R 级 0 -100.00 0 -100.00
2025-07-08 NP EVNT - AltShares 事件驱动 ETF 0 -100.00 0 -100.00
2025-08-12 13F Nuveen有限责任公司 0 -100.00 0
2025-07-31 13F 布林克资本投资有限公司 0 -100.00 0 -100.00
2025-08-14 13F CSS 有限公司/il 0 -100.00 0
2025-03-27 NP NUSC - Nuveen ESG 小盘股 ETF This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 76,672 1.46 1,697 48.77
2025-08-14 13F 联信银行 0 -100.00 0
2025-03-20 NP FIDU - 富达 MSCI 工业指数 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 21,010 7.69 465 57.82
2025-03-31 NP FLAPX - 富达 Flex 中型股指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,404 10.27 75 63.04
2025-03-28 NP DFAS - 维度美国小型股 ETF 339,562 11.86 7,515 64.06
2025-08-06 13F 南州公司 0 -100.00 0
2025-08-15 13F 摩根士丹利 0 -100.00 0
2025-05-22 NP VVIMX - Voya VACS 指数系列 MC 投资组合 3,701 16.71 83 43.10
2025-07-10 13F 财富增值咨询服务有限公司 0 -100.00 0
2025-03-26 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 21,618 0.29 478 47.08
2025-05-28 NP 主投资组合 - 活跃股票 主投资组合 活跃股票投资组合 155 0.00 3 50.00
2025-05-22 NP QRPNX - AQR 另类风险溢价基金 N 级 0 -100.00 0 -100.00
2025-08-12 13F 瑞士国家银行 0 -100.00 0
2025-05-15 13F 全新世顾问有限合伙人 0 -100.00 0
2025-03-28 NP DFUS - 维度美国股票 ETF 572 0.00 13 50.00
2025-08-14 13F 波士顿私人财富有限公司 0 -100.00 0
2025-05-13 13F 鲁贝资本有限责任公司 0 -100.00 0
2025-05-28 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 30,500 -3.79 684 16.33
2025-06-26 NP MSTVX - 晨星另类基金 0 -100.00 0 -100.00
2025-04-29 NP SMXAX - SIIT 扩展市场指数基金 - A 类 10,900 0.00 243 23.98
2025-08-13 13F 克雷塞特资产管理有限责任公司 0 -100.00 0
2025-07-24 13F 美国合众银行\de\ 0 -100.00 0
2025-05-15 13F Squarepoint Ops LLC 0 -100.00 0
2025-05-30 NP TRMNX - T. Rowe Price 中盘指数基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,841 17.99 109 42.11
2025-05-30 NP WFIVX - Wilshire 5000 指数基金投资类别 222 0.00 5 0.00
2025-08-06 13F 奥姆尼活动管理有限公司 0 -100.00 0
2025-07-15 13F 第五第三银行 0 -100.00 0
2025-07-31 13F 奥本海默资产管理公司 0 -100.00 0
2025-08-14 13F 阿默普莱斯金融公司 0 -100.00 0
2025-08-14 13F 北卡罗来纳州财政部长 0 -100.00 0
2025-04-23 13F 阿奇福德资本策略有限责任公司 0 -100.00 0
2025-03-26 NP WMLIX - 威尔明顿大盘策略基金 I 类股票 450 0.00 10 50.00
2025-03-31 NP FIOOX - 富达系列大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 24,442 18.62 541 74.19
2025-08-14 13F 塞伊投资公司 0 -100.00 0
2025-04-28 13F 互助顾问有限责任公司 0 -100.00 0 -100.00
2025-05-23 NP IWF - iShares Russell 1000 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 25,593 0.65 574 21.61
2025-03-31 NP FZFLX - 富达 SAI 中小盘 500 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 22,213 -3.83 492 41.09
2025-05-19 NP CSSAX - Carillon Scout 小盘基金 A 类 0 -100.00 0 -100.00
2025-05-22 NP IPMIX - Voya 指数 Plus 中型股投资组合 I 类 0 -100.00 0 -100.00
2025-05-22 NP QMNIX - AQR 股票市场中性基金 I 类 0 -100.00 0 -100.00
2025-05-23 NP Guardian 可变产品信托 - Guardian 中小盘核心 VIP 基金 0 -100.00 0 -100.00
2025-05-27 NP SCSAX - 富国银行 A 类普通股基金 0 -100.00 0 -100.00
2025-05-28 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 39,778 -0.82 893 19.89
2025-07-30 13F 康尼斯托加资本顾问有限公司 0 -100.00 0
2025-07-25 13F CWM有限公司 0 -100.00 0
2025-05-22 NP QLEIX - AQR 多空股票基金 I 类 0 -100.00 0 -100.00
2025-03-26 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 151,791 -36.37 3,359 -6.67
2025-05-02 13F Wealthfront 顾问有限公司 0 -100.00 0 -100.00
2025-08-12 13F 路石控股有限责任公司 0 -100.00 0
2025-08-13 13F 景顺有限公司 0 -100.00 0
2025-08-14 13F Qube研究与技术有限公司 0 -100.00 0
2025-05-28 NP QCSTRX - 股票账户类别 R1 35,599 -89.21 799 -86.98
2025-05-15 13F 克雷斯特莱恩管理有限合伙人 0 -100.00 0
2025-05-29 NP 安联可变保险产品信托 - AZL Russell 1000 价值指数基金 2 级 838 0.00 19 20.00
2025-08-12 13F SRS 资本顾问公司 0 -100.00 0
2025-03-26 NP TILIX - TIAA-CREF 大盘成长指数基金机构类别 12,365 0.00 274 46.77
2025-08-05 13F 亨廷顿国家银行 1 0.00 0
2025-08-13 13F 胜利资本管理公司 0 -100.00 0
2025-07-29 13F 私人财富管理集团有限责任公司 0 -100.00 0
2025-04-29 13F 信托金融公司 0 -100.00 0
2025-05-15 13F 制造商人寿保险公司 0 -100.00 0
2025-08-14 13F PenderFund资本管理有限公司 0 -100.00 0 -100.00
2025-08-11 13F 花旗集团 0 -100.00 0
2025-04-28 NP DSMFX - 目的地中小型股票基金 I 类 599 0.00 13 30.00
2025-08-14 13F Ieq资本有限公司 0 -100.00 0
2025-05-27 NP IWP - iShares Russell 中型成长 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 46,795 2.46 1,050 23.82
2025-05-27 NP FMDGX - 富达中型成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,580 38.29 125 68.92
2025-08-13 13F 亚利桑那州退休系统 0 -100.00 0
2025-08-06 13F 联邦股权服务有限公司 0 -100.00 0
2025-08-15 13F 塔尔研究资本有限责任公司（TRC） 0 -100.00 0
2025-05-08 13F 包装管理公司 0 -100.00 0
2025-05-15 13F 两个西格玛证券有限公司 0 -100.00 0
2025-05-16 13F 贝尔投资顾问公司 0 -100.00 0
2025-08-14 13F 弗默尔有限公司 0 -100.00 0
2025-05-30 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 6,700 0.00 150 20.97
2025-03-25 NP BKSE - 纽约梅隆银行美国小盘核心股票 ETF 4,478 0.00 99 47.76
2025-05-14 13F 汇丰控股有限公司 0 -100.00 0
2025-05-15 13F 莫尼塔集团投资顾问有限公司 0 -100.00 0
2025-05-29 NP Jnl 系列信托 - Jnl/dfa 美国核心股票基金 (a) 2,176 0.00 49 20.00
2025-08-08 13F 艾伯塔省投资管理公司 0 -100.00 0
2025-08-14 13F 第一集团贸易有限公司 0 -100.00 0
2025-08-08 13F 拉森金融集团有限责任公司 0 -100.00 0
2025-08-14 13F Oddo Bhf 资产管理公司 0 -100.00 0
2025-07-29 13F 积极财富管理 0 -100.00 0
2025-04-25 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 6,639 27.97 148 59.14
2025-08-12 13F 摩根大通公司 0 -100.00 0
2025-08-07 13F 纽安斯投资有限公司 0 -100.00 0
2025-07-30 13F FNY 投资顾问有限责任公司 0 -100.00 0
2025-08-14 13F 富国银行/百万 0 -100.00 0
2025-08-13 13F 巴克莱银行 0 -100.00 0
2025-05-08 13F Gsa资本合伙公司 0 -100.00 0
2025-06-18 13F/A 沃亚投资管理有限公司 12,734 -59.19 286 -50.78
2025-05-27 NP 高级系列信托 - Ast 小型成长型投资组合 16,310 -90.85 366 -88.97
2025-08-14 13F 耆那全球有限公司 0 -100.00 0
2025-08-08 13F 大西洋信托有限责任公司 0 -100.00 0
2025-08-14 13F CNH 合作伙伴有限公司 0 -100.00 0
2025-05-12 13F 康纳克拉克伦投资管理有限公司 0 -100.00 0
2025-08-13 13F 北方信托公司 0 -100.00 0
2025-04-30 13F 奥尔沃斯金融有限公司 0 -100.00 0
2025-05-12 13F Simplex 贸易有限公司 0 -100.00 0
2025-05-15 13F 格雷厄姆资本管理有限合伙人 0 -100.00 0
2025-07-23 13F 哈迪里德有限责任公司 0 -100.00 0
2025-05-14 13F 文艺复兴科技有限公司 0 -100.00 0 -100.00
2025-06-17 NP NMVLX - Nuance 中盘价值基金机构类别 0 -100.00 0 -100.00
2025-08-13 13F 路博迈伯曼集团有限责任公司 0 -100.00 0
2025-04-24 13F HighMark 财富管理有限责任公司 0 -100.00 0
2025-03-26 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 87,200 38.28 1,930 102.84
2025-08-05 13F 阿尔派联合管理公司 0 -100.00 0
2025-08-08 13F Pnc 金融服务集团公司 0 -100.00 0
2025-08-04 13F 金刚狼资产管理有限公司 0 -100.00 0
2025-05-28 NP 主投资组合 - 大盘指数主投资组合 58,069 36.41 1,303 64.94
2025-08-13 13F 马歇尔·韦斯律师事务所 0 -100.00 0
2025-04-25 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 63,885 148.37 1,427 207.33
2025-05-14 13F 洛克菲勒资本管理有限责任公司 0 -100.00 0
2025-07-14 13F 伽玛投资有限责任公司 0 -100.00 0
2025-08-11 13F 先锋集团公司 0 -100.00 0
2025-08-13 13F 琼斯金融公司有限责任公司 0 -100.00 0
2025-08-14 13F 威斯康星州投资委员会 0 -100.00 0
2025-08-14 13F 简街集团有限责任公司 Call 0 -100.00 0
2025-05-14 13F 普利股权公司 0 0
2025-05-15 13F 桥前资本有限责任公司 0 -100.00 0
2025-05-28 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 1,256,652 0.33 28,199 21.23
2025-05-15 13F Citadel 顾问有限公司 0 -100.00 0
2025-05-28 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 700 600.00 16 1,400.00
2025-03-28 NP DFSU - 维度美国可持续发展核心 1 ETF 203 -97.37 4 -97.01
2025-04-24 13F 多元化信托公司 0 -100.00 0
2025-08-11 13F 科维斯特有限公司 0 -100.00 0
2025-05-27 NP 可变保险产品基金 II - 扩展市场指数投资组合初始类别 4,044 9.89 91 32.35
2025-03-28 NP USMIX - 扩展市场指数基金 10,100 -1.01 224 45.75
2025-05-05 13F 米格达勒保险金融控股有限公司 0 -100.00 0
2025-03-26 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 17,152 0.00 380 46.90
2025-08-14 13F 匡蒂诺资本管理有限公司 0 -100.00 0
2025-07-08 13F 并行顾问有限责任公司 0 -100.00 0
2025-08-14 13F ClearAlpha 技术公司 0 -100.00 0
2025-03-31 NP 创新者 ETF 信托 - 创新者美国小型股管理式 ETF 320 233.33 7 600.00
2025-05-02 13F 时代广场资本管理有限公司 0 -100.00 0
2025-08-14 13F 千禧管理有限公司 0 -100.00 0
2025-08-14 13F 骏利亨德森集团有限公司 0 -100.00 0
2025-05-29 NP 安联可变保险产品信托 - AZL DFA 美国核心股票基金 3,571 -40.34 80 -27.93
2025-05-23 NP EQ ADVISORS TRUST - EQ/大盘成长指数投资组合 IB 类 706 13.69 16 36.36
2025-04-28 13F 贝尔维尤资产管理有限公司 0 -100.00 0
2025-07-17 13F 帕克普雷斯资本公司 0 -100.00 0
2025-05-27 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 23,846 36.19 535 64.62
2025-03-28 NP DFAU - 维度美国核心股票市场 ETF 21,782 4.19 482 53.02
2025-03-31 NP FSPGX - 富达大盘成长指数基金 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 8,474 14.05 188 66.96
2025-07-29 NP GAAVX - GMO 另类配置基金 VI 类 0 -100.00 0 -100.00
2025-07-25 NP ABWAX - AB 全市场总回报投资组合 A 类 0 -100.00 0 -100.00
2025-03-27 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 10,542 44.59 233 111.82
2025-03-27 NP FSGRX - 富兰克林小盘成长基金 A 类 1,292,760 -10.05 28,609 31.91
2025-07-24 13F IFP 顾问公司 51 -54.05 1 -50.00
2025-03-26 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 14,177 57.43 314 131.85
2025-05-28 NP VISGX - 先锋小盘成长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 1,141,544 -1.84 25,616 18.61
2025-08-12 13F CIBC 私人财富集团有限责任公司 0 -100.00 0
2025-07-28 NP MSSM - 摩根士丹利 Pathway 中小型股 ETF 0 -100.00 0 -100.00
2025-07-28 NP MSLC - 摩根士丹利 Pathway 大盘股 ETF 0 -100.00 0 -100.00
2025-05-29 NP SEASONS SERIES TRUST - SA 多管理中型成长投资组合 1 级 143 -2.05 3 50.00
2025-08-08 13F Abc 套利 Sa 0 -100.00 0
2025-08-13 13F 百达资产管理控股公司 0 -100.00 0
2025-08-01 13F 纽约人寿投资管理有限公司 0 -100.00 0
2025-08-14 13F 水手有限责任公司 0 -100.00 0
2025-08-14 13F 维瓦尔第资本管理有限公司 0 -100.00 0
2025-03-31 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 36,701 5.91 812 55.56
2025-08-12 13F XTX Topco有限公司 0 -100.00 0
2025-05-15 13F 拉扎德资产管理公司 0 -100.00 0 -100.00
2025-03-26 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 39,019 -15.33 863 24.17
2025-07-15 13F 俄亥俄州公共雇员退休制度 0 -100.00 0
2025-07-23 13F 萨切塔有限责任公司 0 -100.00 0
2025-08-11 13F HighTower 顾问有限责任公司 0 -100.00 0
2025-04-25 NP VRNIX - Vanguard Russell 1000 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 13,500 46.80 301 81.33
2025-08-14 13F 收获管理有限公司 0 -100.00 0
2025-05-23 NP EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类 2,494 11.34 56 34.15
2025-05-30 NP EES - WisdomTree 美国小型股基金 不适用 41,547 -1.65 932 18.88
2025-08-14 13F 采石场LP 0 -100.00 0
2025-05-22 NP IRMAX - Voya RussellTM 中型股指数投资组合 ADV 级 6,565 -3.11 147 17.60
2025-08-13 13F GABELLI & Co 投资顾问公司 0 -100.00 0
2025-08-14 13F 高地资本管理基金顾问有限公司 0 -100.00 0
2025-08-14 13F Citadel 顾问有限公司 Put 0 -100.00 0
2025-05-06 13F Klp资本管理公司 0 -100.00 0
2025-07-11 13F 远远财务顾问有限责任公司 0 -100.00 0
2025-03-28 NP DXUV-美国维度矢量股票 ETF 2,422 11.10 54 65.63
2025-08-14 13F 水岛资本有限公司 0 -100.00 0
2025-05-28 NP PACIFIC SELECT FUND - PD 中型股指数投资组合 P 级 1,835 0.00 41 20.59
2025-08-12 13F MAI资本管理 0 -100.00 0
2025-05-13 13F 富兰克林资源公司 0 -100.00 0 -100.00
2025-08-13 13F 法国外贸银行 0 -100.00 0
2025-05-28 NP BBVSX - Bridge Builder 中小盘价值基金 2,150 0.00 48 23.08
2025-06-24 NP BBSC - 摩根大通 BetaBuilders 美国小盘股 ETF 0 -100.00 0 -100.00
2025-08-08 13F 创意策划 0 -100.00 0
2025-04-25 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 438,474 -1.07 9,791 22.33
2025-05-27 NP IWR - iShares Russell 中型 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 276,113 3.61 6,196 25.20
2025-08-13 13F 第一信托顾问有限公司 0 -100.00 0
2025-04-01 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 32,133 -0.12 711 46.60
2025-04-23 NP ESML - iShares ESG MSCI 美国小型股 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 64,247 3.31 1,435 27.69
2025-05-14 13F 靶眼资产管理有限责任公司 0 -100.00 0
2025-08-11 13F 科罗拉多州公共雇员退休协会 0 -100.00 0
2025-05-23 NP EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类 5,664 7.74 127 30.93
2025-03-31 NP FSMDX - 富达中盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 257,997 -0.03 5,709 46.61
2025-05-14 13F T. Rowe Price 投资管理公司 0 -100.00 0
2025-08-29 NP STXK-Strive 小型股 ETF 0 -100.00 0 -100.00
2025-08-29 NP EMAAX - 企业并购基金A类 0 -100.00 0 -100.00
2025-03-28 NP DCOR - 维度美国核心股票 1 ETF 513 -77.34 11 -71.79
2025-08-29 NP GABCX - Gabelli Abc 基金 Aaa 级 0 -100.00 0 -100.00
2025-08-14 13F Smartleaf资产管理有限责任公司 0 -100.00 0
2025-08-29 NP HHCAX - Highland 多/空医疗保健基金 A 类 0 -100.00 0 -100.00
2025-05-23 NP EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 483 0.00 11 25.00
2025-08-29 NP HMEAX - Highland Merger 套利基金 A 类 0 -100.00 0 -100.00
2025-03-28 NP DFAT - 维度美国目标价值 ETF 129,971 15.01 2,876 68.68
2025-08-29 NP GDL基金 0 -100.00 0 -100.00
2025-04-25 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 100,313 22.21 2,240 51.08
2025-08-29 NP DRCVX - 康斯托克资本价值基金 A 类 0 -100.00 0 -100.00
2025-03-26 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 126,427 0.00 2,798 46.67
2025-08-13 13F 象限资本集团有限公司 0 -100.00 0
2025-05-14 13F 西北互助财富管理公司 0 -100.00 0
2025-08-13 13F 福拉资本有限责任公司 0 -100.00 0
2025-08-13 13F Gamco Investors, Inc. 等 0 -100.00 0
2025-05-19 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 2,503 0.00 56 21.74
2025-08-14 13F 沃洛里奇投资管理有限公司 0 -100.00 0
2025-03-26 NP TSMOX - TIAA-CREF 量化小型/中型股票基金退休类别 258,360 1.74 5,718 49.19
2025-08-05 13F 纽约梅隆银行 0 -100.00 0
2025-05-14 13F 殖民地信托公司 / SC 0 -100.00 0
2025-05-28 NP BBGSX - Bridge Builder 中小型股成长基金 1,427 0.00 32 23.08
2025-08-08 13F 新泽西州警察和消防员退休系统 0 -100.00 0
2025-08-13 13F 加贝利基金有限责任公司 0 -100.00 0
2025-05-08 13F Natixis 顾问有限公司 0 -100.00 0
2025-08-14 13F 格雷泽资本有限公司 0 -100.00 0
2025-05-28 NP TLSTX - 股票指数基金 779 0.00 17 21.43
2025-07-09 13F 布鲁斯·艾伦投资有限责任公司 0 -100.00 0
2025-05-07 13F 道明资产管理公司 0 -100.00 0
2025-08-13 13F 古根海姆资本有限公司 0 -100.00 0
2025-03-31 NP VT - Vanguard Total World Stock 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 51,518 18.28 1,140 73.52
2025-05-19 13F/A 简街集团有限责任公司 0 -100.00 0 -100.00
2025-04-25 NP VRGWX - Vanguard Russell 1000 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 9,439 17.87 211 45.83
2025-08-07 13F Parkside 金融银行与信托 0 -100.00 0
2025-08-14 13F 高盛集团公司 0 -100.00 0
2025-05-27 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 105,120 1.58 2,359 22.75
2025-08-06 13F 金州财富管理有限责任公司 0 -100.00 0
2025-05-27 NP 可变保险产品基金 II - 总市场指数投资组合初始类别 1,639 -3.98 37 16.13
2025-08-12 13F 贝莱德公司 0 -100.00 0 -100.00
2025-03-31 NP FLCOX - 富达大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 29,682 22.16 657 79.23
2025-08-04 13F 尖峰财富管理 0 -100.00 0
2025-08-14 13F Citadel 顾问有限公司 Call 0 -100.00 0
2025-08-14 13F 下世纪成长投资者有限公司 0 -100.00 0
2025-08-06 13F 真实财富设计有限责任公司 0 -100.00 0
2025-05-23 NP IWB - iShares Russell 1000 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 61,368 18.96 1,377 43.74
2025-05-27 NP FIMVX - 富达中盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8,422 3.87 189 25.33
2025-08-18 13F 太平洋金融服务中心 0 -100.00 0
2025-08-13 13F 卡米尼亚克妊娠 0 -100.00 0
2025-08-12 13F Legal & General 集团有限公司 0 -100.00 0
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT GAMCO 并购投资组合 IB 类 0 -100.00 0 -100.00
2025-08-13 13F 纽约州共同退休基金 0 -100.00 0
2025-08-26 NP EQ ADVISORS TRUST - 多经理进取型股票投资组合 IB 级 0 -100.00 0 -100.00
2025-08-20 NP QSPIX - AQR 风格溢价另类基金 I 类 0 -100.00 0 -100.00
2025-08-20 NP AQRNX - AQR N 类多资产基金 0 -100.00 0 -100.00
2025-08-12 13F 磁星金融有限责任公司 0 -100.00 0
2025-08-12 13F 德国商业银行 0 -100.00 0
2025-07-15 13F 赛宽特资本公司 0 -100.00 0
2025-05-13 13F 明桥投资有限责任公司 0 -100.00 0
2025-04-24 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 47,116 0.49 1,052 24.35
2025-05-15 13F 维维恩基金管理有限责任公司 0 -100.00 0 -100.00
2025-08-01 13F 德克萨斯州教师退休制度 0 -100.00 0
2025-05-15 13F Centiva 资本有限合伙人 0 -100.00 0 -100.00
2025-04-16 NP CLSE - 融合多/空股票 ETF 0 -100.00 0 -100.00
2025-08-06 13F 荷兰集团 0 -100.00 0
2025-05-28 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 2,514,289 8.66 56,421 31.30
2025-07-15 13F 毅力家族办公室有限责任公司 0 -100.00 0
2025-05-14 13F 奥默斯管理公司 0 -100.00 0
2025-05-28 NP TIAA 独立账户 VA 1 - 股票指数账户 教师个人年金 个人递延可变年金 1,163 0.00 26 23.81
2025-04-22 NP VYMYX - Voya 中型股研究增强型指数基金 W 级 0 -100.00 0 -100.00
2025-08-08 13F Geode资本管理有限公司 0 -100.00 0
2025-08-08 13F 宾夕法尼亚州公立学校就业重新注册系统 0 -100.00 0
2025-03-27 NP TIEIX - TIAA-CREF 机构类别股票指数基金 60,529 0.00 1,340 46.66
2025-05-15 13F 柏图斯信托公司 (LTA) 0 -100.00 0 -100.00
2025-05-30 NP NCGFX - 新约成长基金 8,733 0.00 196 20.37
2025-03-26 NP PBAIX - 贝莱德战术机会基金机构 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 1,746 11.07 39 65.22
2025-07-15 13F MCF 顾问有限责任公司 0 -100.00 0
2025-05-29 NP HCIGX - 机构成长股票投资组合 HC 战略股票 639 38.61 14 75.00
2025-05-23 NP IWD - iShares Russell 1000 价值 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 182,353 -3.41 4,092 16.75
2025-08-12 13F 朗费罗投资管理有限公司 0 -100.00 0
2025-04-01 NP CLDL - Direxion 每日云计算牛市 2 倍股票 718 30.78 16 87.50
2025-08-20 NP FTMAX - Vivaldi 多策略基金 A 类股 0 -100.00 0 -100.00
2025-08-20 NP VARAX - Vivaldi 合并套利基金 A 类股票 0 -100.00 0 -100.00
2025-03-31 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 23,583 4.03 522 52.34
2025-08-14 13F 瑞银资产管理美洲公司 0 -100.00 0
2025-05-15 13F 巴利亚斯尼资产管理有限公司 0 -100.00 0 -100.00
2025-08-05 13F Versor投资有限公司 0 -100.00 0
2025-08-01 13F Envestnet资产管理公司 0 -100.00 0
2025-08-14 13F 加州教师退休制度 0 -100.00 0
2025-05-27 NP 高级系列信托 - Ast Prudential Growth Allocation Portfolio 984 0.00 22 22.22
2025-08-11 13F 私人顾问集团有限责任公司 0 -100.00 0
2025-04-22 NP GVUS - 高盛 MarketBeta(R) 罗素 1000 价值股票 ETF 722 -18.69 16 0.00
2025-08-12 13F 科尔德斯特里姆资本管理公司 0 -100.00 0
2025-08-13 13F 安大略省医疗保健养老金计划信托基金 0 -100.00 0
2025-07-21 13F 昆特资本有限责任公司 0 -100.00 0
2025-03-26 NP SWMCX - 嘉信美国中盘指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11,571 13.81 256 67.32
2025-08-14 13F 联伯恩斯坦有限责任公司 0 -100.00 0
2025-09-04 13F/A 顾问集团控股公司 2,000 -7.02 58 18.75
2025-05-14 13F Trexquant 投资有限责任公司 0 -100.00 0
2025-08-14 13F 雷蒙德詹姆斯金融公司 0 -100.00 0
2025-08-13 13F 箭街资本有限合伙企业 0 -100.00 0
2025-05-13 13F 花岗岩投资伙伴有限责任公司 0 -100.00 0 -100.00
2025-08-27 NP Jnl 系列信托 - Jnl 多管理人中盘基金 (a) 0 -100.00 0 -100.00
2025-04-28 NP CAVAX - Catholic Values 股票基金 F 类，2017 年 1 月 31 日生效（原 A 类） 2,683 0.00 60 22.92
2025-04-24 NP CZMSX - 多管理人小盘股票策略基金机构类别 446,130 0.00 9,962 23.64
2025-08-14 13F 瑞银集团 0 -100.00 0
2025-08-27 NP RYDEX 可变信托 - 多重对冲策略基金可变年金 0 -100.00 0 -100.00
2025-03-25 NP NLSAX - Neuberger Berman 多头空头基金 A 类 321,505 -87.65 7,115 -81.89
2025-08-27 NP RYMSX - 古根海姆多重对冲策略基金 P 级 0 -100.00 0 -100.00
2025-07-10 13F 信任点公司 0 -100.00 0
2025-08-14 13F 都铎投资公司等 0 -100.00 0
2025-05-29 NP JAFEX - 总股票市场指数信托资产净值 2,876 -5.27 65 14.29
2025-03-27 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 6,640 52.71 147 124.62
2025-08-04 13F 联合银行 0 -100.00 0
2025-05-29 NP JADMX - 小盘机会信托资产净值 1,213 0.00 27 22.73
2025-05-23 NP EQ ADVISORS TRUST - EQ/普通股指数投资组合 IA 级 11,100 0.00 249 20.87
2025-03-25 NP FXL - 第一信托科技AlphaDEX基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,001,129 237.67 22,155 395.28
2025-05-28 NP XITK - SPDR FactSet 创新技术 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 51,431 2.11 1,154 23.42
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