TRC 机构投资人持股和股东 特洪牧场有限公司 (NYSE) 股票

特洪牧场有限公司
US ˙ NYSE ˙ US8790801091

基本统计
机构股东 259 total, 258 long only, 1 short only, 0 long/short - change of 2.36% MRQ
平均投资组合配置 0.2755 % - change of 12.54% MRQ
已发行股票 shares (source: Capital IQ)
法人股（长期） 21,750,162 (ex 13D/G) - change of 1.87MM shares 9.38% MRQ
制度价值（长期） $ 366,888 USD ($1000)
机构投资人持股和股东

Tejon Ranch Co. (US:TRC) 有 259 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 21,782,358 股股票。 最大股东包括 Towerview Llc, Vanguard Group Inc, Horizon Kinetics Asset Management Llc, Dimensional Fund Advisors Lp, BlackRock, Inc., Bulldog Investors, LLP, VGSIX - Vanguard Real Estate Index Fund Investor Shares, Gamco Investors, Inc. Et Al, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, and INFL - Horizon Kinetics Inflation Beneficiaries ETF .

Tejon Ranch Co. (NYSE:TRC)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 16.95 / share. Previously, on September 9, 2024, the share price was 17.01 / share. This represents a decline of 0.35% over that period.

TRC / Tejon Ranch Co. 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。

TRC / Tejon Ranch Co. Historical Put/Call Ratio
13D/G备案

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

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

Upgrade to unlock premium data.

文件日期 表格 投资者 前期
股票		 最新
股票		 Δ 股票
(Percent)		 持股
(百分比)		 Δ 持股
(百分比)
2025-07-23 13G 地平线动力学资产管理有限责任公司 1,647,497 6.10
2024-11-12 13G/A 万家集团有限公司 2,188,008 2,188,008 0.00 8.15 0.00
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
(%)
2025-08-22 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 22,702 1.27 385 8.45
2025-08-27 NP 高级系列信托 - Ast 小型成长型投资组合 3,633 -24.69 62 -19.74
2025-08-05 13F 莱文资本策略有限公司 102,062 97.94 1,731 111.75
2025-08-13 13F 肯农戴尔资本管理有限公司 10,961 0.00 186 6.94
2025-08-14 13F CIBC 世界市场公司 109,950 -0.09 1,865 6.88
2025-08-14 13F 加州教师退休制度 0 -100.00 0
2025-08-26 NP IWV - iShares Russell 3000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8,375 -0.75 142 6.77
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 47,185 1.13 800 8.25
2025-08-20 NP 全国可变保险信托 - NVIT 小盘指数基金 II 类 3,686 0.00 63 6.90
2025-08-12 13F Legal & General 集团有限公司 1,949 6.50 33 13.79
2025-08-14 13F 仲裁合伙人资本管理有限责任公司 13,742 0.00 233 7.37
2025-08-05 13F Simplex 贸易有限公司 0 -100.00 0
2025-08-13 13F EverSource 财富顾问有限责任公司 1,164 4,211.11 20
2025-07-14 13F 基金会资源管理公司 483,215 0.46 8,195 7.50
2025-05-09 13F R平方有限公司 0 -100.00 0
2025-07-14 13F 伽玛投资有限责任公司 816 229.03 14 333.33
2025-08-12 13F 贝莱德公司 1,520,772 -1.28 25,792 5.64
2025-08-14 13F Citadel 顾问有限公司 0 -100.00 0
2025-04-22 13F 疯狂河投资者 0 -100.00 0
2025-08-11 13F 罗伊斯联合有限责任公司 313,818 0.00 5,322 7.00
2025-08-14 13F Occudo 定量策略 Lp 0 -100.00 0
2025-08-15 13F 塔尔研究资本有限责任公司（TRC） 1,956 17.20 33 26.92
2025-05-05 13F 林布鲁克资本有限公司 27 107.69 0
2025-08-14 13F 弗默尔有限公司 516 170.16 9 166.67
2025-08-05 13F 关键金融公司 283 0.00 5 0.00
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 小型股指数投资组合 - I 类 2,066 0.00 35 9.38
2025-08-27 NP RYRRX - 罗素 2000 基金 A 类 49 0.00 1
2025-04-04 13F 昆特资本有限责任公司 0 -100.00 0
2025-08-14 13F 富国银行/百万 18,952 5.20 321 12.63
2025-05-15 13F 工程师 门经理 LP 0 -100.00 0
2025-08-12 13F 地平线动力学资产管理有限公司 1,647,497 99.92 27,942 113.93
2025-08-26 NP NSIDX - 北方小盘股指数基金 9,450 -5.81 160 0.63
2025-08-28 NP WFIVX - Wilshire 5000 指数基金投资类别 50 0.00 1
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 3,436 0.00 58 5.45
2025-07-31 13F 尼萨投资顾问有限公司 86 0.00 1 0.00
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 2,365 0.00 40 8.11
2025-08-12 13F SRS 资本顾问公司 251 0.00 4 33.33
2025-06-23 NP UAPIX - 超小盘深度投资者类别 214 -29.84 4 -25.00
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 38,620 -1.58 654 2.67
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 14,392 0.00 240 8.60
2025-07-08 13F NBC 证券公司 1,728 0.00 0
2025-08-05 13F 纽约梅隆银行 68,536 -78.17 1,162 -76.64
2025-08-11 13F 先锋集团公司 2,123,547 0.66 36,015 7.71
2025-08-25 13F/A 路博迈伯曼集团有限责任公司 97,620 -4.31 1,656 2.35
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 15,607 0.00 264 4.35
2025-06-26 NP DFAS - 维度美国小型股 ETF 67,803 0.04 1,148 4.37
2025-08-26 NP VVICX - Voya VACS 指数系列 SC 投资组合 1,675 0.00 28 7.69
2025-08-11 13F 罗斯柴尔德投资有限公司 75 150.00 1
2025-05-19 13F 瑞银资产管理美洲公司 0 -100.00 0
2025-08-12 13F Winnow Wealth 有限责任公司 34,219 580
2025-07-25 13F CWM有限公司 674 22.10 0
2025-08-14 13F 普莱斯 T Rowe Associates Inc /md/ 24,497 3.06 0
2025-07-31 13F 阿奎塔斯投资有限责任公司 113,163 -44.71 1,919 -40.84
2025-08-06 NP 林肯可变保险产品信托 - LVIP SSGA 中小盘 200 基金标准级 13,704 0.00 232 6.91
2025-08-08 13F Geode资本管理有限公司 580,079 4.37 9,840 11.67
2025-08-29 NP GAUAX - Gabelli 公用事业基金 A 类 1,000 17
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 134,110 0.94 2,238 9.71
2025-08-26 NP Profunds - Profunds 小型股副总裁 48 2.13 1
2025-07-30 13F 艾伦·B·兰兹联合公司 11,073 0.00 188 6.86
2025-04-01 13F 万通信托公司 Fsb/adv 0 -100.00 0
2025-08-08 13F/A 斯特林资本管理有限公司 561 55.40 10 80.00
2025-08-21 NP 动力学投资组合信托 - 动力学范式投资组合 2,600 225.00 44 238.46
2025-05-12 13F 瑞士国家银行 0 -100.00 0
2025-08-14 13F 匡蒂诺资本管理有限公司 56,013 99.11 950 113.26
2025-08-14 13F 拉扎德资产管理公司 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 45,197 11.84 754 21.61
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 385,171 1.96 6,532 9.10
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 772 -16.45 13 -7.14
2025-08-21 NP 动力学投资组合信托 - 动力学市场机会投资组合 11,000 266.67 187 295.74
2025-06-23 NP SLPIX - 小盘股深度投资者类别 20 -13.04 0
2025-08-27 NP JNL 系列信托 - JNL/DFA 美国小型股基金 (A) 5,312 -16.95 90 -10.89
2025-07-09 13F 港湾资本顾问公司 97 1.04 0
2025-08-14 13F 德肖公司 13,721 -33.74 233 -29.27
2025-07-24 13F 美国合众银行\de\ 2,229 -3.26 38 2.78
2025-08-08 13F 英泰投资管理有限公司 0 -100.00 0
2025-08-12 13F Nuveen有限责任公司 53,859 -18.42 913 -12.72
2025-06-26 NP FSRNX - 富达房地产指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 35,599 -1.90 603 2.38
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 10,322 0.00 175 7.36
2025-07-28 NP HDG - ProShares 对冲复制 ETF 28 12.00 0
2025-05-06 13F Proficio 资本合作伙伴有限责任公司 0 -100.00 0 -100.00
2025-08-06 13F 塔维尤有限公司 3,845,500 0.00 65,220 7.00
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 115,525 -2.22 1,928 6.28
2025-08-01 13F 贝西默集团公司 600 0.00 0
2025-08-08 13F 新泽西州警察和消防员退休系统 5,387 0.00 91 7.06
2025-08-14 13F 联信银行 728 -10.34 12 0.00
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 104,771 9.01 1,749 18.43
2025-06-27 NP AVFIX - 美国灯塔小型价值基金机构类别 78,490 44.58 1,329 50.91
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 42,498 2.47 721 9.59
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 127,690 -2.38 2,162 1.89
2025-06-26 NP DXUV-美国维度矢量股票 ETF 20 0.00 0
2025-07-16 13F 签名有限责任公司 226 -92.75 4 -93.88
2025-08-14 13F 未来资产全球ETFS控股有限公司 11,520 -8.24 195 -1.52
2025-06-23 NP PJARX - 小盘价值基金 II R-3 1,630 6.89 28 12.50
2025-08-04 13F 俄亥俄州 4,100 0.00 70 7.81
2025-08-12 13F 普利股权公司 0 0
2025-08-13 13F 切维厄特价值管理有限责任公司 120 0.00 2 0.00
2025-06-27 NP RSSL - Global X Russell 2000 ETF 12,673 5.42 215 10.31
2025-07-28 NP VCSLX - 小盘股指数基金 5,876 -26.50 98 -19.67
2025-07-28 NP AVSU - Avantis 责任美国股票 ETF 477 6.71 8 16.67
2025-08-12 13F 美洲投资伙伴公司 2,066 0.00 35 9.38
2025-08-15 NP 罗伊斯价值信托公司 313,818 0.00 5,322 7.00
2025-08-08 13F 创意策划 27,659 52.80 469 63.99
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 14,680 32.51 249 41.71
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 14,850 0.00 252 6.81
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 15,718 -0.63 267 6.40
2025-08-27 NP VANGUARD 可变保险基金 - 房地产指数投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 15,076 0.00 256 7.14
2025-05-12 13F 佛罗里达州退休系统国家管理局 0 -100.00 0
2025-06-26 NP DFAU - 维度美国核心股票市场 ETF 4,481 53.35 76 59.57
2025-06-26 NP USMIX - 扩展市场指数基金 2,855 -5.74 48 -2.04
2025-08-21 NP 动力学投资组合信托 - 动力学全球投资组合 800 -91.30 14 -91.10
2025-07-22 NP DSMFX - 目的地中小型股票基金 I 类 464 0.00 8 0.00
2025-08-13 13F 箭街资本有限合伙企业 13,018 -68.82 221 -66.72
2025-08-18 NP PACIFIC SELECT FUND - PD 小盘价值指数投资组合 P 级 2,092 0.00 35 6.06
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 管理波动性投资组合 IB 级 24,548 0.00 416 6.94
2025-08-27 NP RYDEX 可变信托 - Russell 2000(R) 1.5x 策略基金可变年金 6 20.00 0
2025-08-29 NP JAEWX - 小盘股指数信托资产净值 4,721 2.12 80 9.59
2025-08-25 NP TMVAX - RBC Microcap Value Fund A 股 5,400 0.00 92 7.06
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 2,786 0.00 46 9.52
2025-08-11 13F 科罗拉多州公共雇员退休协会 5,756 0.00 0
2025-06-24 NP SWSSX - 嘉信小盘指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 52,360 3.29 886 7.79
2025-08-13 13F 纽约州共同退休基金 7,877 0.00 0
2025-06-26 NP TIEIX - TIAA-CREF 机构类别股票指数基金 23,298 0.00 394 4.51
2025-08-13 13F ExodusPoint 资本管理公司 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 184,325 -4.48 3,126 2.22
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 11,331 192
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 507 0.00 9 0.00
2025-08-05 13F 亨廷顿国家银行 156 0.00 3 0.00
2025-08-14 13F 道富银行 501,474 3.97 8,505 11.25
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 2,103 0.00 36 2.94
2025-08-14 13F 雷蒙德詹姆斯金融公司 7,174 122
2025-03-20 NP FREL - 富达 MSCI 房地产指数 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 16,356 24.80 265 27.40
2025-07-31 13F 奎斯特合作伙伴有限责任公司 1,327 23
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT 小盘价值投资组合 IB 级 68,367 0.59 1,160 7.61
2025-08-28 NP INFL - Horizon Kinetics 通胀受益人 ETF 643,204 10,909
2025-08-08 13F 拉森金融集团有限责任公司 143 2
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 3,049 0.00 52 6.25
2025-08-13 13F Gamco Investors, Inc. 等 732,827 1.09 12,429 8.16
2025-08-05 13F 登喜路金融有限责任公司 0 -100.00 0
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 33,465 4.18 559 13.18
2025-08-26 NP PENN SERIES FUNDS INC - 小盘股指数基金 725 0.00 12 9.09
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 11,108 0.00 188 4.44
2025-07-25 13F 斯蒂芬斯咨询有限公司 0 -100.00 0
2025-08-08 13F 乌龟投资管理有限公司 9,300 0.00 158 6.80
2025-05-15 13F 信托信托公司 0 -100.00 0
2025-08-14 13F 瑞银集团 52,879 27.67 897 36.59
2025-08-28 NP 新时代阿尔法基金信托 - NAA 风险管理房地产基金机构类 Short -32,196 -546
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master 小盘股指数系列 34,680 0.23 588 7.30
2025-08-26 NP EQ ADVISORS TRUST - ATM 小盘波动率管理投资组合 K 级 6,818 -6.10 116 0.00
2025-08-04 13F 联合银行 725 0.00 0
2025-08-12 13F 奥本海默和克洛斯有限公司 131,681 0.00 2,233 7.00
2025-06-27 NP EBIT - Harbor AlphaEdge 小型股收益者 ETF 97 1.04 2 0.00
2025-08-26 NP Profunds - Profund 超小型股副总裁 73 -3.95 1 0.00
2025-08-13 13F 马歇尔·韦斯律师事务所 45,374 770
2025-08-18 NP 太平洋精选基金 - 小盘股票投资组合 I 类 1,730 0.00 29 7.41
2025-04-15 13F 阿塞纳贡资产管理公司 0 -100.00 0
2025-08-27 NP Jnl 系列信托 - Jnl/dfa 美国核心股票基金 (a) 3,103 0.00 53 6.12
2025-08-14 13F 美国银行 /de/ 18,425 12.97 312 20.93
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 1,834 0.00 31 7.14
2025-07-31 13F 李丹纳巴斯公司 47,000 0.00 797 7.12
2025-08-14 13F 萨斯奎哈纳国际集团有限责任公司 25,708 -41.96 436 -37.89
2025-08-11 13F 花旗集团 22,556 46.53 383 57.20
2025-08-14 13F 萨斯奎哈纳国际集团有限责任公司 Call 23,500 2.17 399 9.34
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 2,811 21.43 48 30.56
2025-07-28 NP UWM - ProShares Ultra Russell2000 2,088 -18.69 35 -12.82
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 36,165 -23.09 612 -19.69
2025-08-12 13F 曼彻斯特资本管理有限公司 1,362 0.00 23 9.52
2025-08-18 NP 太平洋精选基金 - 小盘股指数投资组合 I 类 5,981 0.00 101 7.45
2025-08-12 13F 恒线顾问公司 33,448 3.14 567 10.31
2025-08-14 13F 联伯恩斯坦有限责任公司 19,822 24.49 336 33.33
2025-08-26 NP EQ ADVISORS TRUST - EQ/小型公司指数投资组合 IB 类 12,042 0.00 204 7.37
2025-08-12 13F Accordant 咨询集团 34,219 6.91 580 14.40
2025-06-30 NP VRTPX - Vanguard Real Estate II 指数基金 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 129,040 0.00 2,185 4.35
2025-08-12 13F 维度基金顾问有限公司 1,642,456 1.43 27,857 8.54
2025-08-14 13F 长城汽车顾问有限责任公司 7,700 0.00 131 6.56
2025-08-07 13F 奥尔沃斯金融有限公司 155 17.42 3 0.00
2025-05-13 13F HighTower 顾问有限责任公司 0 -100.00 0
2025-07-07 13F Versant 资本管理公司 1,877 5.21 32 10.71
2025-08-14 13F 千禧管理有限公司 55,335 938
2025-08-28 NP 雷恩基金公司 56 -97.05 1 -100.00
2025-07-28 NP MSSM - 摩根士丹利 Pathway 中小型股 ETF 758 0.00 13 9.09
2025-08-12 13F 富兰克林资源公司 13,704 0.00 232 6.91
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 22,434 -15.20 380 -11.66
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 小盘股指数 VIP A 级 3,300 0.00 56 5.77
2025-08-08 13F Pnc 金融服务集团公司 1,231 5.57 21 11.11
2025-08-29 NP SA 基金投资信托 - SA 美国小型公司基金 2,249 0.00 38 8.57
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 13,846 -4.03 231 4.52
2025-08-29 NP WMMAX - Teton Westwood Mighty Mites 基金 A 级 84,000 -0.59 1,425 6.35
2025-06-26 NP DCOR - 维度美国核心股票 1 ETF 2,308 96.26 39 105.26
2025-08-06 13F 真实财富设计有限责任公司 46 6.98 1
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 指数投资组合 A 类 6,848 0.00 116 7.41
2025-08-14 13F 高盛集团公司 63,794 -8.37 1,082 -1.99
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 525,195 -2.04 8,907 4.83
2025-08-14 13F Smartleaf资产管理有限责任公司 23 0.00 0
2025-08-13 13F 提顿顾问公司 84,000 -0.59 1,425 6.35
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 491 32.35 8 60.00
2025-07-28 NP URTY - ProShares UltraPro Russell2000 1,529 -28.48 26 -21.87
2025-07-28 NP AVSBX - Avantis 美国小型股股票基金 G 类 1,950 0.00 33 10.34
2025-08-27 NP 安联可变保险产品信托 - AZL DFA 美国核心股票基金 1,447 0.00 25 9.09
2025-08-12 13F 管家合伙人投资咨询有限公司 686 0.00 12 10.00
2025-05-28 NP QCEQRX - 股票指数账户类别 R1 12,164 0.00 193 -0.52
2025-08-07 13F 瑞克有限公司 46,879 0.00 795 7.00
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 48,035 13.27 802 23.04
2025-07-29 NP SMXAX - SIIT 扩展市场指数基金 - A 类 4,876 0.00 81 9.46
2025-08-13 13F 北方信托公司 200,702 -4.92 3,404 1.73
2025-09-04 13F/A 顾问集团控股公司 126 2
2025-08-12 13F 嘉信理财投资管理公司 193,001 1.13 3,273 8.23
2025-06-24 NP 创新者 ETF 信托 - 创新者美国小型股管理式 ETF 577 59.83 10 80.00
2025-06-30 NP VGSIX - 先锋房地产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 755,420 -2.53 12,789 1.74
2025-08-27 NP BBVSX - Bridge Builder 中小盘价值基金 9,721 0.00 165 6.49
2025-06-27 NP SUNAMERICA SERIES TRUST - SA 小型股指数投资组合 1 级 2,379 2.59 40 8.11
2025-08-29 NP 加贝利股权信托公司 32,000 166.67 543 185.26
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 679,525 1.88 11,525 9.02
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 209,437 1.01 3,546 5.41
2025-08-07 13F/A 乌龟投资管理有限公司 Call 0 -100.00 0
2025-06-26 NP KCXIX - Knights of Columbus 美国全盘指数基金 I 股 91 7.06 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 3,940 18.46 67 24.53
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - 美国可持续发展目标价值投资组合机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9,668 0.00 164 4.49
2025-07-08 13F 并行顾问有限责任公司 69 -17.86 1 0.00
2025-08-15 13F 摩根士丹利 164,226 52.33 2,785 63.06
2025-06-26 NP DFSV - 维度美国小盘价值 ETF 130,833 11.11 2,215 16.03
2025-08-13 13F 罗素投资集团有限公司 253 -29.92 4 -20.00
2025-07-25 13F 奥菲投资资产管理公司 0 -100.00 0
2025-08-12 13F 科桥金融公司 0 -100.00 0
2025-08-12 13F CIBC 私人财富集团有限责任公司 13,852 -1.92 235 7.83
2025-08-27 NP RYRUX - Russell 2000 2x 策略基金 A 级股票 107 0.00 2 0.00
2025-08-26 NP IRSIX - Voya Russell™ 小盘股指数投资组合 ADV 级 5,581 0.00 95 6.82
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT 微型资本投资组合 IB 级 4,414 17.99 75 25.42
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB 小型股成长投资组合 IB 类 5,840 201.03 99 230.00
2025-08-27 NP 特别机会基金公司 500,000 0.00 8,480 7.00
2025-06-26 NP TISBX - TIAA-CREF 小型股混合指数基金机构类别 28,670 0.00 485 4.30
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 1,271 81.57 22 75.00
2025-08-29 NP JADMX - 小盘机会信托资产净值 3,096 29.22 53 40.54
2025-08-08 13F SG美洲证券有限责任公司 11,343 -37.46 0
2025-08-26 NP 北方基金 - 北方小盘核心基金 K 类 5,649 -5.54 96 1.06
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 522 53.08 9 33.33
2025-08-12 13F 摩根大通公司 9,945 -33.28 169 -28.81
2025-08-13 13F 大都会人寿投资管理有限公司 11,947 12.24 203 20.24
2025-08-21 NP KINETICS 投资组合信托 - Kinetics 小盘股投资组合 68,000 35.14 1,153 44.67
2025-08-29 NP 加贝利股息和收入信托 28,000 475
2025-07-24 13F IFP 顾问公司 0 1
2025-08-14 13F 法国巴黎银行套利公司 2,200 59.77 37 76.19
2025-08-26 NP TLSTX - 股票指数基金 268 0.00 5 0.00
2025-05-28 NP SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 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 0 -100.00 0 -100.00
2025-07-28 13F 私人财富资产管理有限责任公司 13 0.00 0
2025-05-15 13F 大西人寿保险公司 /can/ 0 -100.00 0
2025-08-29 NP JAFVX - 战略股权配置信托系列资产净值 3,626 1.40 61 8.93
2025-08-29 NP JAFEX - 总股票市场指数信托资产净值 469 0.00 8 0.00
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 114,730 -1.63 1,942 2.70
2025-05-07 13F 苏黎世州银行 (Zurcher Kantonalbank) 0 -100.00 0
2025-08-14 13F 加拿大皇家银行 75,731 953.14 1,284 1,026.32
2025-07-24 13F 托莱多信托公司 Na /oh/ 400 7
2025-08-19 13F 怀俄明州 0 -100.00 0
2025-08-13 13F 景顺有限公司 30,177 1.30 512 8.26
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 6,600 -10.81 112 -5.13
2025-08-13 13F 文艺复兴科技有限公司 329,348 2.14 5,586 9.30
2025-06-26 NP FESIX - 富达 SAI 房地产指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,390 59.55 40 66.67
2025-08-29 NP GCASX - Gabelli 小盘成长基金 A 类 134,000 0.00 2,273 7.02
2025-08-14 13F 简街集团有限责任公司 22,034 -62.07 374 -59.46
2025-08-12 13F 美国世纪公司 52,988 10.57 899 18.31
2025-08-28 NP SSBIX - 道富平衡指数基金 K 类 121 0.00 2 100.00
2025-07-30 13F 惠蒂尔信托公司 11 0.00 0
2025-08-14 13F 第一曼哈顿公司 15,600 0.00 265 6.88
2025-07-28 NP ITWO - ProShares Russell 2000 高收益 ETF 356 -3.00 6 0.00
2025-07-11 13F UMA 金融服务公司 0 -100.00 0
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 13,125 0.00 222 4.72
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 211,430 0.00 3,580 4.37
2025-06-18 NP GMRAX - 全国小盘指数基金 A 类 1,592 0.00 27 4.00
2025-08-27 NP TIFF 投资计划 - TIFF 多元资产基金 14,115 3.36 239 10.65
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 1,890 7.51 32 18.52
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 834 0.00 14 7.69
2025-08-12 13F 布兰迪万全球投资管理有限公司 117,192 19.94 1,988 28.36
2025-08-13 13F 加贝利基金有限责任公司 195,000 33.56 3,307 42.91
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 7,720 46.32 131 42.86
2025-08-12 13F 德意志银行\ 10,324 0.00 175 7.36
2025-08-19 NP GARTX - 高盛绝对回报跟踪基金 A 类 6,426 -42.40 109 -38.64
2025-08-14 13F 斗牛犬投资者有限合伙企业 789,999 49.06 13,398 59.50
2025-08-05 13F GHP 投资顾问公司 1 0.00 0
2025-08-14 13F Citadel 顾问有限公司 Call 11,500 1.77 195 8.94
2025-06-26 NP DFUS - 维度美国股票 ETF 2,974 0.00 50 4.17
2025-08-12 13F CenterBook 合作伙伴有限责任公司 109,750 -24.33 1,861 -19.02
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT GAMCO 小型公司价值投资组合 IB 类 552,000 1.47 9,362 8.57
2025-08-11 13F 科维斯特有限公司 21,412 0.00 0
2025-08-14 13F/A 巴克莱银行 35,013 66.12 1
2025-06-26 NP DFSVX - 美国小盘价值投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 421,767 -0.73 7,141 3.61
2025-08-06 NP 瑞士赫尔维蒂基金会 260,000 4,410
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 40,028 58.68 679 69.92
2025-06-25 NP WMMRX - 威尔明顿实物资产基金 A 类股票 4,571 77
2025-06-26 NP DFAT - 维度美国目标价值 ETF 177,058 1.08 2,998 5.49
2025-08-14 13F Aqr资本管理有限公司 11,513 195
2025-08-27 NP RYMKX - 罗素 2000 1.5 倍策略基金 H 级 30 -3.23 1
2025-08-14 13F Citadel 顾问有限公司 Put 0 -100.00 0
2025-06-26 NP DFAC - 维度美国核心股票 2 ETF 69,188 30.69 1,171 36.48
Other Listings
DE:2TJ €14.30
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista

© 2015-2025 Fintel Ventures LLC. All rights reserved. Fintel® is a registered trademark.

This website is provided “as is” without any representations or warranties, express or implied. Fintel makes no representations or warranties in relation to this website or the information and materials provided on this website. Nothing on this website constitutes, or is meant to constitute, advice of any kind. If you require advice in relation to any financial matter you should consult an appropriate professional.

About Fintel
Top Investors
Features
Explore
Help Center