机构投资人持股和股东
WD-40 Company (US:WDFC) 有 673 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 15,559,243 股股票。 最大股东包括 BlackRock, Inc., Vanguard Group Inc, IJR - iShares Core S&P Small-Cap ETF, Kayne Anderson Rudnick Investment Management Llc, State Street Corp, Alliancebernstein L.p., VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Geode Capital Management, Llc, IWM - iShares Russell 2000 ETF, and Ameriprise Financial Inc .
WD-40 Company (NasdaqGS:WDFC)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 11, 2025 is 212.80 / share. Previously, on September 12, 2024, the share price was 252.85 / share. This represents a decline of 15.84% over that period.
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
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。
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) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-05-14 | 美国APG资产管理公司 | 1,020,273 | 324,004 | -68.24 | 2.40 | -68.00 |
13F和NPORT备案
.| 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 | 长荣资本管理有限公司 | 975 | -15.00 | 222 | -20.43 | ||||
| 2025-08-25 | NP | PQSAX - Virtus KAR 小盘价值基金 A 类 | 102,107 | 0.00 | 23,290 | -6.52 | ||||
| 2025-04-22 | 13F | FSC 财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 霍华德财富管理有限公司 | 1,225 | -2.00 | 279 | -8.52 | ||||
| 2025-08-29 | NP | MMSCX - Praxis 小盘股指数基金 A 类 | 1,700 | 0.00 | 388 | -6.52 | ||||
| 2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 8,085 | 2.25 | 1,844 | -4.41 | ||||
| 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 | 6,880 | -2.92 | 1,569 | -9.25 | ||||
| 2025-07-25 | NP | CZMSX - 多管理人小盘股票策略基金机构类别 | 35,175 | 16.09 | 8,570 | 18.52 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 1,000 | 228 | |||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 材料行业基金 (A) | 2,165 | 22.45 | 494 | 14.39 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 675 | 44.23 | 154 | 34.21 | ||||
| 2025-08-14 | 13F | 拉扎德资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-06-18 | NP | GMRAX - 全国小盘指数基金 A 类 | 1,148 | 0.00 | 262 | -2.60 | ||||
| 2025-05-28 | NP | QCEQRX - 股票指数账户类别 R1 | 7,178 | 0.00 | 1,751 | 0.57 | ||||
| 2025-07-29 | 13F | 私人财富管理集团有限责任公司 | 2 | 0.00 | 0 | |||||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 5,222 | 9.04 | 1 | 0.00 | ||||
| 2025-08-26 | NP | Profunds - Profund 小盘股价值副总裁 | 116 | 0.00 | 26 | -7.14 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - PD 小盘成长指数投资组合 P 类 | 462 | -35.65 | 105 | -40.00 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 尼尔森、范登堡和坎贝尔财富管理集团有限责任公司 | 4,180 | -2.25 | 953 | -8.63 | ||||
| 2025-08-14 | 13F | 联信银行 | 30,714 | 0.10 | 7,005 | -6.43 | ||||
| 2025-04-23 | 13F | 创意金融设计公司 /adv | 0 | -100.00 | 0 | |||||
| 2025-04-09 | 13F | 圣日耳曼 DJ 公司 | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | 费尔菲尔德财务顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 熵技术有限公司 | 2,400 | -25.00 | 547 | -29.87 | ||||
| 2025-05-16 | 13F | 授权基金有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | BBTSX - Bridge Builder 税务管理中小型股基金 | 17,394 | 34.86 | 3,967 | 26.06 | ||||
| 2025-07-22 | 13F | 达文波特有限公司 | 6,201 | -1.07 | 1,414 | -7.52 | ||||
| 2025-08-14 | 13F | 汉考克·惠特尼公司 | 6,836 | -0.03 | 1,559 | -6.53 | ||||
| 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 | 716 | 6.23 | 163 | -0.61 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Advantage 美国总市场 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 | 60 | 0.00 | 14 | -7.14 | ||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 95,883 | 236.87 | 21,870 | 214.93 | ||||
| 2025-08-13 | 13F | 亚利桑那州退休系统 | 3,947 | 1.73 | 900 | -4.86 | ||||
| 2025-08-14 | 13F | 克劳福德投资顾问公司 | 17,946 | -0.72 | 4,093 | -7.19 | ||||
| 2025-08-06 | 13F | 德克萨斯州耶鲁资本公司 | 11,615 | 1.19 | 2,649 | -5.39 | ||||
| 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 | 7,035 | 19.70 | 1,607 | 16.38 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | 44,152 | -8.34 | 10,071 | -14.32 | ||||
| 2025-07-18 | 13F | 西汉普顿资本有限责任公司 | 16,202 | -2.14 | 3,696 | -8.52 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 68,401 | 74.93 | 15,602 | 63.53 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 399,186 | 1.43 | 91,059 | -5.19 | ||||
| 2025-08-14 | 13F | Corient IA LLC | 1,000 | 0.00 | 228 | -6.56 | ||||
| 2025-08-15 | 13F | 卡克斯顿联合律师事务所 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | XSHQ - Invesco S&P SmallCap Quality ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 18,467 | -25.10 | 4,499 | -23.53 | ||||
| 2025-07-18 | 13F | 山茱萸财富管理有限公司 | 40 | 9 | ||||||
| 2025-06-20 | NP | ABLS - Abacus FCF 小型股领先 ETF | 133 | 30 | ||||||
| 2025-08-14 | 13F | 罗杰斯兄弟公司 | 1,300 | 0.00 | 297 | -6.62 | ||||
| 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 | 1,974 | 98.19 | 450 | 85.19 | ||||
| 2025-06-24 | NP | BBSC - 摩根大通 BetaBuilders 美国小盘股 ETF | 4,802 | 11.73 | 1,097 | 8.62 | ||||
| 2025-06-30 | NP | SMDX - Intech 标准普尔小型中型多元化阿尔法 ETF | 300 | 69 | ||||||
| 2025-08-27 | NP | SMEAX - 景顺小盘股票基金 A 类 | 38,030 | 0.00 | 8,674 | -6.52 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 59,826 | 1,080.70 | 13,646 | 1,003.96 | ||||
| 2025-08-22 | 13F | Cim投资管理公司 | 1,191 | -1.65 | 272 | -8.14 | ||||
| 2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 7,463 | -7.82 | 1,702 | -13.82 | ||||
| 2025-07-24 | NP | ESML - iShares ESG MSCI 美国小型股 ETF | 7,795 | 0.91 | 1,899 | 3.04 | ||||
| 2025-08-12 | 13F | 少尉峰顾问公司 | 5,516 | 0.00 | 1,258 | -6.47 | ||||
| 2025-06-26 | NP | NUSC - Nuveen ESG 小盘股 ETF | 1,689 | -85.22 | 386 | -85.66 | ||||
| 2025-08-08 | 13F | 美国信安金融集团 | 71,491 | -12.17 | 16,307 | -17.90 | ||||
| 2025-08-13 | 13F | M&T银行公司 | 1,349 | 7.06 | 308 | 0.65 | ||||
| 2025-08-26 | NP | IRSIX - Voya Russell™ 小盘股指数投资组合 ADV 级 | 2,761 | 1.02 | 630 | -5.56 | ||||
| 2025-08-12 | 13F | 景观资本管理有限公司 | 3,171 | 723 | ||||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 26 | 8.33 | 6 | 0.00 | ||||
| 2025-07-30 | 13F | 皮腾格与安德森公司 | 2,950 | 0.00 | 673 | -6.54 | ||||
| 2025-07-28 | NP | SAA - ProShares Ultra SmallCap600 | 235 | -15.47 | 57 | -13.64 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 1,291 | -0.23 | 294 | -6.67 | ||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 99 | 16.47 | 23 | 10.00 | ||||
| 2025-08-26 | NP | QUANTITATIVE MASTER SERIES LLC - Master 小盘股指数系列 | 23,346 | 0.56 | 5,325 | -6.00 | ||||
| 2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 24,697 | 3.22 | 5,633 | -3.51 | ||||
| 2025-05-27 | NP | FVD - 第一信托价值线股息指数基金 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 | 173,035 | 0.84 | 42,221 | 1.39 | ||||
| 2025-07-28 | NP | QVMS - Invesco S&P SmallCap 600 QVM 多因素 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,004 | -11.17 | 488 | -9.29 | ||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 153 | 2.68 | 35 | -5.56 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 157 | 207.84 | 36 | 191.67 | ||||
| 2025-08-28 | NP | SLYG - SPDR(R) S & P 600 小盘成长 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 40,980 | -4.09 | 9,347 | -10.34 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | 23,691 | -49.09 | 5,404 | -52.42 | ||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 12 | 140.00 | 3 | 100.00 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | 60,928 | 279.47 | 13,897 | 254.79 | ||||
| 2025-07-09 | 13F | 拉德诺资本管理有限公司 | 3,800 | 0.00 | 1 | |||||
| 2025-07-23 | 13F | 路易斯安那州雇员退休制度 | 6,300 | -1.56 | 1,437 | -8.01 | ||||
| 2025-08-12 | 13F | 公共部门养老金投资委员会 | 46,152 | 7.38 | 10,527 | 0.37 | ||||
| 2025-08-08 | 13F | Meridian 财富管理有限责任公司 | 1,550 | -3.73 | 354 | -9.95 | ||||
| 2025-07-15 | 13F | 第五第三银行 | 225 | 5.63 | 51 | 0.00 | ||||
| 2025-05-06 | 13F | 文丘里财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 22,499 | 3.22 | 5,132 | -3.52 | ||||
| 2025-08-14 | 13F | 阿尔格特全球有限公司 | 11,959 | 7.55 | 3 | 0.00 | ||||
| 2025-08-08 | 13F | 财富联盟 | 988 | 0.20 | 225 | -6.25 | ||||
| 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 | 319 | 11.15 | 73 | 2.86 | ||||
| 2025-07-30 | NP | OUSM - ALPS | O'Shares 美国小型股优质股息 ETF 股票 | 6,959 | 2.47 | 1,695 | 4.63 | ||||
| 2025-08-29 | NP | DES - WisdomTree 美国小型股股息基金 不适用 | 24,010 | 4.90 | 5,476 | -1.93 | ||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 1,878 | -93.96 | 428 | -94.36 | ||||
| 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 | 1,703 | 0.00 | 388 | -6.51 | ||||
| 2025-08-22 | NP | DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 小盘股指数 VIP A 级 | 2,085 | 1.21 | 476 | -5.38 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 460 | 0.00 | 105 | -7.14 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 7,286 | 3.35 | 1,662 | -3.43 | ||||
| 2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 369 | 0.00 | 84 | -6.67 | ||||
| 2025-08-05 | 13F | 关键金融公司 | 22 | 0.00 | 5 | 0.00 | ||||
| 2025-04-25 | 13F | 西区投资管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 范埃克联合公司 | 0 | -100.00 | 0 | |||||
| 2025-04-09 | 13F | 纳富尔顿银行 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 加州教师退休制度 | 12,525 | 0.25 | 2,857 | -6.30 | ||||
| 2025-06-25 | NP | FYC - First Trust 小盘增长 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,154 | 73.08 | 949 | 68.38 | ||||
| 2025-08-29 | NP | DTD - WisdomTree 美国总股息基金 不适用 | 645 | -0.92 | 147 | -6.96 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 小盘股指数基金 | 429 | 0.00 | 98 | -6.73 | ||||
| 2025-06-25 | NP | BKSE - 纽约梅隆银行美国小盘核心股票 ETF | 662 | -21.38 | 151 | -23.35 | ||||
| 2025-06-26 | NP | FSMD - 富达中小因子 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 | 8,588 | 121.97 | 1,961 | 115.73 | ||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 3,968 | 0.00 | 905 | -6.51 | ||||
| 2025-07-28 | NP | RWJ - Invesco S&P SmallCap 600 收入 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,599 | -11.48 | 633 | -9.57 | ||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 1 | 0 | ||||||
| 2025-08-14 | 13F | 股息资产资本有限公司 | 20,081 | 0.12 | 4,580 | -6.40 | ||||
| 2025-05-29 | NP | CSF - VictoryShares US Discovery 增强波动性 Wtd ETF | 394 | 21.23 | 96 | 23.08 | ||||
| 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 | 8,274 | 0.00 | 2,016 | 2.08 | ||||
| 2025-06-20 | NP | ABLD - Donoghue Forlines 收益增强型实物资产 ETF | 3,427 | 234.02 | 783 | 191.79 | ||||
| 2025-08-12 | 13F | 恒线顾问公司 | 43,771 | 2.61 | 9,984 | -4.08 | ||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 小型增长系列 | 388 | -8.49 | 88 | -14.56 | ||||
| 2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 3,555 | -0.78 | 811 | -7.32 | ||||
| 2025-08-04 | 13F | 财务规划中心有限公司 | 200 | 0.00 | 46 | -6.25 | ||||
| 2025-08-08 | 13F | KBC 集团 | 337 | -43.55 | 0 | |||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 8,320 | 24.68 | 1,892 | 17.15 | ||||
| 2025-08-26 | NP | AZBAX - AllianzGI 小盘基金 A 类 | 1,631 | 0.00 | 372 | -6.30 | ||||
| 2025-06-27 | NP | PSL - Invesco DWA 必需消费品动量 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 | 5,463 | -38.40 | 1,248 | -40.13 | ||||
| 2025-08-28 | NP | SIFAX - SIMT 多资产通胀管理基金 F 类 | 161 | 0.00 | 37 | -7.69 | ||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 1,509 | 344 | ||||||
| 2025-06-25 | NP | DGRO - iShares 核心股息增长 ETF | 16,748 | 16.52 | 3,825 | 13.27 | ||||
| 2025-08-22 | NP | FECGX - 富达小盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,206 | 8.28 | 2,100 | 1.21 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/摩根士丹利小型股成长投资组合 IB 级 | 2,209 | 6.00 | 504 | -0.98 | ||||
| 2025-08-19 | 13F | 安佳投资管理有限公司 | 350 | 0.00 | 80 | -7.06 | ||||
| 2025-07-22 | 13F | 切奇资本顾问有限公司 | 1,500 | 0.00 | 342 | -6.56 | ||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 2,485 | 3.24 | 567 | -3.58 | ||||
| 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 | 64,506 | -1.14 | 15,716 | 0.93 | ||||
| 2025-07-28 | NP | NBGNX - Neuberger Berman Genesis 基金投资者类别 | 161,673 | -25.18 | 39,388 | -23.61 | ||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 915 | 209 | ||||||
| 2025-08-27 | NP | AIM 可变保险基金（INVESCO 可变保险基金）- INVESCO VI 小盘股票基金系列 I | 8,672 | -2.71 | 1,978 | -9.10 | ||||
| 2025-05-01 | 13F | 布莱克利金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 17,512 | 1.90 | 3,994 | -4.75 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - Neuberger Berman Genesis 投资组合 A 类 | 12,224 | -13.63 | 2,788 | -19.26 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 437,089 | 2.28 | 99,696 | -4.39 | ||||
| 2025-05-06 | 13F | Proficio 资本合作伙伴有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 400 | -33.33 | 91 | -37.67 | ||||
| 2025-08-27 | NP | VTMSX - 先锋税务管理小型基金海军上将股票 | 93,241 | -2.52 | 21,267 | -8.87 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理小型股投资组合 1 级 | 449 | 2.75 | 102 | -3.77 | ||||
| 2025-07-24 | 13F | CWM 顾问有限责任公司 | 1,712 | 20.31 | 390 | 12.39 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 小盘股指数投资组合 A 类 | 9,960 | 0.10 | 2,272 | -6.43 | ||||
| 2025-07-25 | NP | FNDA - 嘉信基本面美国小公司指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 19,862 | -5.83 | 4,839 | -3.86 | ||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 79,921 | -1.41 | 18 | -5.26 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 小型股成长投资组合 IB 类 | 4,910 | 0.00 | 1,120 | -6.59 | ||||
| 2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 1,726 | 80.73 | 394 | 68.67 | ||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 342 | 28.57 | 78 | 34.48 | ||||
| 2025-07-29 | 13F | BKD 财富顾问有限责任公司 | 1,182 | 270 | ||||||
| 2025-08-14 | 13F | Df Dent & Co 公司 | 64,420 | 1.57 | 14,694 | -5.05 | ||||
| 2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 1 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 2,500 | -64.29 | 570 | -66.63 | |||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 17,000 | 129.73 | 3,878 | 114.79 | |||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 8,027 | 4.34 | 1,831 | -2.50 | ||||
| 2025-08-11 | 13F | 科维斯特有限公司 | 1 | -99.67 | 0 | |||||
| 2025-08-14 | 13F | Aster 资本管理（DIFC）有限公司 | 727 | 1,590.70 | 166 | 1,550.00 | ||||
| 2025-06-18 | NP | NWHZX - 全国日内瓦小盘成长基金 A 类 | 82,711 | -0.45 | 18,888 | -3.25 | ||||
| 2025-07-29 | 13F | 埃弗伦斯资本管理公司 | 1,700 | 0.00 | 0 | |||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 49 | 11 | ||||||
| 2025-08-28 | NP | SPSM - SPDR(R) 投资组合小型股 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 115,391 | -1.41 | 26,320 | -7.84 | ||||
| 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 | 138,003 | 2.41 | 31,514 | -0.46 | ||||
| 2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 107,065 | 10.90 | 24,420 | 3.67 | ||||
| 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 | 25,145 | 1.24 | 6,126 | 3.37 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 1,710 | 390 | ||||||
| 2025-05-15 | NP | PSC - 主要美国小盘多因素指数 ETF | 4,856 | 2.51 | 1,185 | 3.05 | ||||
| 2025-07-31 | 13F | 布林克资本投资有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 麦当劳合作伙伴有限公司 | 5,917 | 0.00 | 1,350 | -6.51 | ||||
| 2025-07-14 | 13F | 富达财富管理 | 1 | 0.00 | 0 | |||||
| 2025-08-18 | 13F/A | Kestra 投资管理有限责任公司 | 3 | 0.00 | 1 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - ATM 小盘波动率管理投资组合 K 级 | 4,484 | 1.20 | 1,023 | -5.46 | ||||
| 2025-08-29 | NP | EZM - WisdomTree 美国中型股基金 不适用 | 1,249 | -1.19 | 285 | -7.79 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/2000 管理波动性投资组合 IB 级 | 15,859 | 1.03 | 3,617 | -5.56 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/DFA 美国小型股基金 (A) | 2,240 | 0.00 | 511 | -6.59 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 3,039 | -4.91 | 695 | -9.97 | ||||
| 2025-07-07 | 13F | 信托公司 | 168 | 0.00 | 38 | -5.00 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 81 | 0.00 | 18 | -5.26 | ||||
| 2025-07-29 | NP | VRTGX - Vanguard Russell 2000 增长指数基金机构股票 | 11,887 | -5.00 | 2,896 | -2.98 | ||||
| 2025-05-08 | 13F | Gsa资本合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 蒙特利尔银行/can/ | 2,672 | 2.85 | 609 | -3.79 | ||||
| 2025-07-29 | NP | ISMD - Inspire 中小型影响力 ETF | 1,459 | -6.95 | 355 | -5.08 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 15,500 | 0.00 | 3,546 | -5.39 | |||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 4,057 | -3.27 | 927 | -9.57 | ||||
| 2025-08-13 | 13F | 北方信托公司 | 151,950 | -2.37 | 34,658 | -8.73 | ||||
| 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 | 47,334 | -5.80 | 10,809 | -8.44 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 12 | 0.00 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | 瑞银集团 | 47,383 | 0.80 | 10,808 | -5.78 | ||||
| 2025-08-27 | NP | NAESX - 先锋小型股指数基金投资者股票 | 331,871 | -1.89 | 75,696 | -8.29 | ||||
| 2025-06-27 | NP | PCSGX - PACE 中小型共同成长股权投资 P 类 | 3,656 | 835 | ||||||
| 2025-08-28 | NP | SPTM - SPDR(R) 投资组合总股票市场 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,684 | 2.09 | 612 | -4.52 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 13,418 | 19.13 | 3 | 50.00 | ||||
| 2025-08-11 | 13F | 新时代阿尔法顾问有限责任公司 | 597 | 40.80 | 136 | 32.04 | ||||
| 2025-08-13 | 13F | 箭街资本有限合伙企业 | 46,492 | 420.04 | 10,604 | 386.20 | ||||
| 2025-08-14 | 13F | 工程师 门经理 LP | 7,877 | 43.90 | 1,797 | 34.53 | ||||
| 2025-07-29 | NP | SIXS - 6 Meridian 小盘股 ETF | 4,394 | 26.30 | 1,071 | 17.07 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 68 | 3.03 | 16 | -6.25 | ||||
| 2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 12,601 | -1.43 | 2,874 | -7.86 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | 17,048 | -17.57 | 3,888 | -22.95 | ||||
| 2025-04-23 | 13F | 佩里贡财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | 芝加哥期权交易所背心金融有限责任公司 | 4,483 | 1,023 | ||||||
| 2025-08-12 | 13F | 德国商业银行 | 4,265 | -8.57 | 1 | -100.00 | ||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 2,704 | 44.99 | 617 | 35.38 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 小型成长型投资组合 | 1,951 | -4.36 | 445 | -10.46 | ||||
| 2025-08-28 | NP | Elevation Series Trust - TrueShares 主动收益 ETF | 5,516 | 1,258 | ||||||
| 2025-07-14 | 13F | 农商投资公司 | 9 | 0.00 | 2 | 0.00 | ||||
| 2025-07-30 | 13F | 舒尔霍夫公司 | 1,510 | 0.00 | 344 | -6.52 | ||||
| 2025-07-28 | NP | AVIE - Avantis 通胀聚焦股票 ETF | 16 | 0.00 | 4 | 0.00 | ||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 1 | 0 | ||||||
| 2025-08-25 | NP | HISCX - 哈特福德小型股成长 Hls 基金 Ia | 18,806 | 7.18 | 4,289 | 0.19 | ||||
| 2025-08-27 | NP | FAEQX - PFM 多经理国内股票基金机构类 | 1,835 | -8.98 | 419 | -14.87 | ||||
| 2025-08-14 | 13F | 科学技术研究有限责任公司 | 979 | 223 | ||||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 60 | 0.00 | 14 | -7.14 | ||||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 1,103 | 252 | ||||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 2,491 | -13.78 | 1 | |||||
| 2025-08-27 | NP | RYRUX - Russell 2000 2x 策略基金 A 级股票 | 69 | 0.00 | 16 | -6.25 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 小盘股票投资组合 I 类 | 12,146 | 0.58 | 2,770 | -5.97 | ||||
| 2025-07-23 | NP | CFSSX-专栏小盘精选基金 | 2,162 | -10.62 | 527 | -8.84 | ||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 2,691 | 0.15 | 614 | -6.41 | ||||
| 2025-07-01 | 13F | 卡伦投资集团有限公司 | 2,081 | -3.16 | 475 | -9.54 | ||||
| 2025-06-18 | NP | 全国共同基金 - 全国基本全盘股票投资组合 R6 级 | 315 | -15.55 | 72 | -18.39 | ||||
| 2025-08-29 | NP | QSML - WisdomTree 美国小型股优质增长基金 | 160 | 12.68 | 36 | 5.88 | ||||
| 2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 9,960 | 0.10 | 2 | 0.00 | ||||
| 2025-08-06 | 13F | 金州财富管理有限责任公司 | 47 | 0.00 | 11 | -9.09 | ||||
| 2025-07-28 | NP | MCSCX - M3Sixty 小型股成长基金机构类股票 | 340 | 7.94 | 83 | 9.33 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者美国小型股管理式 ETF | 113 | 59.15 | 26 | 56.25 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 1,486 | -0.67 | 339 | -7.40 | ||||
| 2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 564,039 | -0.75 | 128,652 | -7.22 | ||||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 1,378 | 0.00 | 314 | -6.55 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | 64,257 | -33.08 | 14,656 | -37.45 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 832 | 0.00 | 190 | -3.08 | ||||
| 2025-08-26 | NP | SATOX - 税务意识覆盖 A 类投资组合 1 级 | 1,485 | 19.28 | 339 | 11.55 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 72 | 4.35 | 18 | 6.25 | ||||
| 2025-06-23 | NP | SGPIX - 小盘成长型深度投资者类别 | 50 | -1.96 | 11 | 0.00 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 1,261 | 0.08 | 288 | 1.77 | ||||
| 2025-07-28 | NP | URTY - ProShares UltraPro Russell2000 | 995 | -28.52 | 242 | -27.11 | ||||
| 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 | 4,538 | -8.12 | 1,106 | -6.20 | ||||
| 2025-07-25 | NP | WSML - iShares MSCI 全球小型股 ETF | 819 | 200 | ||||||
| 2025-08-12 | 13F | 美国世纪公司 | 5,173 | -3.83 | 1,180 | -10.14 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 1,952 | -11.15 | 445 | -16.98 | ||||
| 2025-08-07 | 13F | 指导资本公司 | 2,335 | 2.01 | 502 | -5.28 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 26,378 | 27.92 | 6,015 | 19.53 | ||||
| 2025-08-26 | NP | Profunds - Profunds 小型股副总裁 | 31 | 0.00 | 7 | 0.00 | ||||
| 2025-07-29 | NP | VIOV - Vanguard S&P Small-Cap 600 Value Index Fund ETF 股票 | 10,727 | -1.85 | 2,613 | 0.23 | ||||
| 2025-03-27 | NP | TRDFX - Steward 中小盘增强指数基金 A 类 | 91 | -86.91 | 21 | -88.46 | ||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - 可变投资组合 - 合作伙伴小型股成长基金 1 级 | 6,357 | 258.14 | 1,450 | 234.64 | ||||
| 2025-07-29 | 13F | TrueMark 投资有限责任公司 | 5,516 | 1,258 | ||||||
| 2025-08-26 | NP | BlackRock Advantage US Total Market Fund, Inc. - BlackRock Advantage US Total Market Fund, Inc. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,412 | 569.19 | 322 | 531.37 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 1,524 | -13.95 | 348 | -19.68 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL DFA 美国核心股票基金 | 441 | 0.00 | 101 | -6.54 | ||||
| 2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 50 | 0.00 | 11 | -8.33 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 16,236 | -34.76 | 4 | -50.00 | ||||
| 2025-08-12 | 13F | Trivant 定制投资组合集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 动态技术实验室私人有限公司 | 3,220 | 246.24 | 734 | 223.35 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 784 | 0.90 | 179 | -5.82 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 5,400 | 0.00 | 1,232 | -6.53 | ||||
| 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 | 7,752 | 0.00 | 1,889 | 2.11 | ||||
| 2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert VP Russell 2000 小型股指数投资组合 - I 类 | 1,378 | 0.00 | 314 | -6.55 | ||||
| 2025-08-27 | NP | BBGSX - Bridge Builder 中小型股成长基金 | 45,351 | 5.98 | 10,344 | -0.93 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. 等 | 37,820 | 0.00 | 8,626 | -6.52 | ||||
| 2025-07-17 | 13F | V-Square 定量管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 546 | -59.68 | 125 | -62.42 | ||||
| 2025-04-28 | NP | LONAX - Longboard 另类增长基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 8,493 | 0.00 | 1,937 | -6.52 | ||||
| 2025-07-29 | NP | VIOG - Vanguard S&P Small-Cap 600 Growth Index Fund ETF 股票 | 9,954 | -7.19 | 2,425 | -5.24 | ||||
| 2025-08-11 | 13F | 入口点资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 德意志银行\ | 9,702 | -43.45 | 2,213 | -47.16 | ||||
| 2025-06-18 | NP | REUYX - Y 类可持续股票基金 | 345 | -181.18 | 79 | -214.71 | ||||
| 2025-08-12 | 13F | 催化剂基金管理有限公司 | 3,500 | 798 | ||||||
| 2025-08-21 | NP | MXISX - Great-West S&P Small Cap 600 指数基金投资者类别 | 9,840 | -5.42 | 2,244 | -11.58 | ||||
| 2025-07-30 | 13F | 道德公司 | 1,114 | 255 | ||||||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 31,418 | -18.73 | 7,166 | -24.02 | ||||
| 2025-08-26 | NP | FLQS - 富兰克林 LibertyQ 美国小盘股 ETF | 1,081 | 6.82 | 247 | 0.00 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL 小盘股指数基金 2 级 | 4,289 | -1.20 | 978 | -7.65 | ||||
| 2025-08-06 | 13F | 斯托克斯家族办公室有限责任公司 | 1,072 | 0.00 | 245 | -6.51 | ||||
| 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 | 4,056 | 2.37 | 926 | -0.43 | ||||
| 2025-08-07 | 13F | Campbell & CO 投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 王财富 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 79,620 | -1.33 | 18,160 | -7.77 | ||||
| 2025-07-28 | NP | SMDV - ProShares Russell 2000 Dividend Growers ETF | 28,362 | 1.18 | 6,910 | 3.30 | ||||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 237,837 | -18.22 | 54,248 | -23.55 | ||||
| 2025-08-14 | 13F | Optiver控股有限公司 | 24 | 0.00 | 5 | 0.00 | ||||
| 2025-08-26 | NP | XJR - iShares ESG 筛选标普小盘 ETF | 1,062 | -6.84 | 242 | -12.95 | ||||
| 2025-08-13 | 13F | 奥默斯管理公司 | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | 费曼集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 迪努佐私人财富有限公司 | 1 | 0 | ||||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 100 | -50.00 | 0 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 200 | -90.48 | 0 | ||||
| 2025-08-07 | 13F | 恩瓦姆有限公司 | 1,003 | 0.10 | 214 | -12.70 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 590 | 45.32 | 135 | 36.73 | ||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 1 | -50.00 | 0 | |||||
| 2025-06-30 | NP | VIG - 先锋股息增值指数基金 ETF 股票 | 72,382 | -2.05 | 16,529 | -4.79 | ||||
| 2025-07-01 | 13F | 港口投资咨询有限公司 | 413 | 0.00 | 94 | -6.00 | ||||
| 2025-08-08 | 13F | 木星资产管理有限公司 | 28,076 | -60.11 | 6,404 | -62.71 | ||||
| 2025-06-24 | NP | JPSE - 摩根大通多元化回报美国小盘股 ETF | 4,816 | -11.75 | 1,100 | -14.27 | ||||
| 2025-07-17 | 13F | 灯塔资本管理有限责任公司 | 6 | 0.00 | 1 | 0.00 | ||||
| 2025-07-25 | NP | FNDB - 嘉信基本美国广泛市场指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 142 | 0.00 | 35 | 3.03 | ||||
| 2025-08-06 | 13F | 福克斯运行管理有限公司 | 3,122 | 50.10 | 712 | 40.43 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 3,478 | 7.28 | 793 | 0.25 | ||||
| 2025-08-14 | 13F | Xponance公司 | 1,072 | 3.38 | 245 | -3.56 | ||||
| 2025-08-01 | 13F | 贝西默集团公司 | 37 | 48.00 | 0 | |||||
| 2025-08-14 | 13F | 千禧管理有限公司 | 228,972 | 74.24 | 52,226 | 62.88 | ||||
| 2025-07-29 | NP | VIOO - Vanguard S&P Small-Cap 600 指数基金 ETF 股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 45,816 | -1.56 | 11,162 | 0.51 | ||||
| 2025-08-04 | 13F | Lm Kohn 公司 | 3,107 | -0.83 | 709 | -7.33 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-08-05 | 13F | 日内瓦资本管理有限公司 | 263,301 | 6.09 | 60,056 | -0.83 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-05-15 | 13F | 水产资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | 优素福资本管理有限公司 | 5,032 | 0.74 | 1,148 | -5.83 | ||||
| 2025-07-29 | 13F | 路边石金融管理公司 | 5,346 | -5.15 | 1,219 | -11.35 | ||||
| 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 | 802 | 0.00 | 183 | -6.67 | ||||
| 2025-06-25 | NP | FAD - First Trust Multi Cap Growth AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 517 | 119.07 | 118 | 114.55 | ||||
| 2025-08-14 | 13F | 曼氏集团 | 48,475 | -34.85 | 11,057 | -39.10 | ||||
| 2025-07-15 | 13F | 马瑟集团有限责任公司。 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 采石场LP | 8 | 2 | ||||||
| 2025-07-22 | NP | DSMFX - 目的地中小型股票基金 I 类 | 356 | -1.93 | 87 | 0.00 | ||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 27,661 | -13.68 | 6,309 | -19.30 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 300 | 68 | |||||
| 2025-08-13 | 13F | 景顺有限公司 | 142,938 | -11.87 | 32,603 | -17.61 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 3,132 | 7.78 | 714 | 0.71 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 700 | 160 | |||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | 200 | 46 | ||||||
| 2025-08-26 | NP | VIRTUS 可变保险信托 - Virtus KAR 小型价值系列 A 类 | 7,367 | -2.64 | 1,680 | -8.99 | ||||
| 2025-07-22 | NP | GSSC - 高盛 ActiveBeta(R) 美国小盘股 ETF | 3,854 | 0.63 | 939 | 2.74 | ||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 137 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 1,429 | 326 | ||||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 5,076 | 1,158 | ||||||
| 2025-06-26 | NP | DFAS - 维度美国小型股 ETF | 34,111 | 3.26 | 7,790 | 0.36 | ||||
| 2025-07-30 | 13F | 第一公民银行和信托公司 | 1,211 | 276 | ||||||
| 2025-08-08 | 13F | 史密斯菲尔德信托公司 | 43 | 0.00 | 0 | |||||
| 2025-05-05 | 13F | 鹰湾顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | 耆那全球有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | CRSSX - 天主教责任投资小盘基金机构股 | 5,497 | -3.20 | 1,255 | -5.92 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 2,300 | -72.29 | 525 | -74.12 | |||
| 2025-08-08 | 13F | 大理石港投资顾问有限责任公司 | 1,400 | 0.00 | 319 | -6.45 | ||||
| 2025-08-14 | 13F | 威望财富管理集团有限责任公司 | 4 | 0.00 | 1 | |||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 4,347 | 1.09 | 991 | -5.53 | ||||
| 2025-06-26 | NP | ISCG - iShares Morningstar 小盘成长 ETF | 3,801 | 5.38 | 868 | 2.36 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 29,972 | 81.22 | 6,836 | 69.42 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 19,118 | 94.33 | 4,360 | 81.67 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 5,904 | 282.38 | 1,347 | 257.98 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 2,153 | -4.06 | 491 | -10.24 | ||||
| 2025-08-28 | NP | SLYV - SPDR(R) S & P 600 小盘价值 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 30,106 | -2.96 | 6,867 | -9.30 | ||||
| 2025-07-28 | 13F | 布林莫尔信托公司 | 4,812 | 0.00 | 1,098 | -6.56 | ||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 机会基金 C 类 | 209 | 48 | ||||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国 Social Core Equity 2 投资组合股票 | 1,559 | -13.72 | 356 | -16.04 | ||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | 15,597 | 3,558 | ||||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 6,164 | 0.00 | 1,407 | -5.64 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 19 | 90.00 | 4 | 100.00 | ||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Cobblestone Capital Advisors Llc /纽约/ | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 石松资产管理公司 | 43,610 | 7.15 | 9,947 | 0.17 | ||||
| 2025-08-12 | 13F | 创始者有限公司 | 2,711 | 160.67 | 618 | 144.27 | ||||
| 2025-08-12 | 13F | 贝尔蒙特资本有限责任公司 | 2 | 0.00 | 0 | |||||
| 2025-08-15 | 13F | 圣地亚哥 WFA 有限责任公司 | 574 | 187.00 | 131 | 154.90 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 570 | -93.19 | 130 | -5.80 | ||||
| 2025-08-07 | 13F | 拉斯伯恩兄弟公司 | 3,385 | 30.19 | 772 | 21.77 | ||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 333,505 | 24.40 | 76,069 | 16.29 | ||||
| 2025-07-28 | NP | VCSLX - 小盘股指数基金 | 5,791 | 11.30 | 1,411 | 13.62 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国小型成长型投资组合机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13,268 | 0.00 | 3,030 | -2.82 | ||||
| 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 | 73,618 | 0.03 | 17,936 | 2.13 | ||||
| 2025-07-28 | NP | AVUSX - Avantis 美国股票基金机构类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 452 | 0.00 | 110 | 2.80 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - MetLife Russell 2000 指数投资组合 A 类 | 4,900 | 4.10 | 1,118 | -2.70 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 210 | 9.38 | 48 | 2.17 | ||||
| 2025-03-27 | NP | REBYX - 美国小盘Y类股票基金 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 8,714 | 8.97 | 1,990 | 5.91 | ||||
| 2025-05-14 | 13F | 范赫尔岑资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 600 指数股票投资组合 | 4,801 | 2.59 | 1,095 | -4.03 | ||||
| 2025-06-25 | NP | FSTA - 富达 MSCI 必需消费品指数 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 | 13,073 | 31.97 | 2,985 | 28.28 | ||||
| 2025-07-10 | 13F | 信任点公司 | 1,300 | 0.00 | 297 | -6.62 | ||||
| 2025-07-31 | 13F | 财通国际资产管理有限公司 | 82 | -84.29 | 19 | -85.83 | ||||
| 2025-08-29 | NP | DGRS - WisdomTree 美国小型股优质股息增长基金 不适用 | 10,906 | -1.98 | 2,488 | -8.36 | ||||
| 2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 3,100 | 0.00 | 707 | -6.48 | ||||
| 2025-08-26 | NP | SAOOX - 叠加 A 投资组合 1 级 | 470 | 20.51 | 107 | 12.63 | ||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 41 | 9 | ||||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 中型价值基金 | 2,226 | 14.62 | 508 | 7.19 | ||||
| 2025-08-29 | NP | GCASX - Gabelli 小盘成长基金 A 类 | 9,500 | 0.00 | 2,167 | -6.56 | ||||
| 2025-05-08 | 13F | LGT 财务顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 弗吉尼亚退休系统等 | 6,445 | 6.62 | 1,470 | -0.27 | ||||
| 2025-08-29 | NP | STXK-Strive 小型股 ETF | 421 | 3.44 | 96 | -3.03 | ||||
| 2025-08-26 | NP | VKSGX - Virtus KAR 中小盘价值基金 R6 级 | 726 | -6.68 | 166 | -12.70 | ||||
| 2025-08-13 | 13F | 阿蒙迪 | 2,174 | -60.06 | 503 | -62.85 | ||||
| 2025-08-12 | 13F | MAI资本管理 | 101 | 23 | ||||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 29,380 | 143.47 | 7 | 200.00 | ||||
| 2025-07-23 | 13F | 石门投资集团有限责任公司 | 1,000 | 0.00 | 228 | -6.56 | ||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 84,893 | -52.54 | 19,363 | -55.63 | ||||
| 2025-08-26 | NP | SCRSX - 小型股核心投资组合 SCB 类别 | 7,910 | -6.17 | 1,804 | -12.26 | ||||
| 2025-08-29 | NP | JAEWX - 小盘股指数信托资产净值 | 2,594 | 0.04 | 592 | -6.49 | ||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 7,008 | 0.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 115 | 0.00 | 26 | -7.14 | ||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 248 | -15.93 | 57 | -21.13 | ||||
| 2025-08-11 | 13F | Martingale 资产管理公司 | 3,706 | -47.11 | 845 | -50.56 | ||||
| 2025-08-27 | NP | RYCIX - 消费品基金投资者类别 | 675 | -28.19 | 154 | -33.19 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 2 | 0.00 | 0 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 多经理进取型股票投资组合 IB 级 | 200 | 0.00 | 46 | -6.25 | ||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 278,922 | 0.43 | 63,620 | -6.12 | ||||
| 2025-08-26 | NP | CCASX - 康尼斯托加小型基金投资者类别 | 228,176 | -1.24 | 52,045 | -7.68 | ||||
| 2025-08-13 | 13F | 宽博科技有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 麦肯齐金融公司 | 880 | 0.00 | 201 | -6.54 | ||||
| 2025-08-12 | 13F | 顾问资产管理公司 | 112 | -70.91 | 26 | -73.12 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | 37,963 | 233.04 | 8,659 | 211.33 | ||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 2,986 | -9.76 | 681 | -15.61 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 617 | 63.66 | 141 | 59.09 | ||||
| 2025-05-29 | NP | CSA - VictoryShares 美国小盘股波动性 Wtd ETF | 309 | 6.19 | 75 | 7.14 | ||||
| 2025-07-15 | 13F | 密苏里信托投资公司 | 300 | 0.00 | 68 | -6.85 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | 2,098,914 | -2.86 | 478,741 | -9.19 | ||||
| 2025-08-14 | 13F | 沃洛里奇投资管理有限公司 | 19,213 | -38.48 | 4,382 | -42.49 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 47 | -11.32 | 11 | -16.67 | ||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | 1,473 | -0.61 | 336 | -6.93 | ||||
| 2025-07-25 | 13F | 海明顿财富管理 | 107 | -1.83 | 0 | |||||
| 2025-08-14 | 13F | 两个 Sigma 顾问，有限合伙人 | 34,000 | 148.18 | 7,755 | 132.05 | ||||
| 2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 10,524 | 284.51 | 2 | |||||
| 2025-07-23 | 13F | Klp资本管理公司 | 2,900 | 3.57 | 661 | -3.22 | ||||
| 2025-07-28 | 13F | 布里奇斯投资管理公司 | 1,216 | 0.00 | 277 | -6.42 | ||||
| 2025-07-22 | 13F | 西尔维娅·麦科尔财富管理有限公司 | 4,069 | -0.17 | 928 | -6.64 | ||||
| 2025-08-08 | 13F | 艾伯塔省投资管理公司 | 4,500 | 0.00 | 1,026 | -6.56 | ||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 16 | 0.00 | 4 | 0.00 | ||||
| 2025-07-30 | NP | SMCIX - 标准普尔小型股指数基金直接股票 | 503 | -4.91 | 123 | -3.17 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 11,972 | 2,734 | ||||||
| 2025-08-26 | NP | IJS - iShares S&P 小型股 600 价值 ETF | 50,169 | -6.70 | 11,443 | -12.78 | ||||
| 2025-06-23 | NP | PSSMX - 小型股标准普尔 600 指数基金 R-3 | 13,157 | -5.27 | 3,005 | -7.94 | ||||
| 2025-05-29 | NP | HCEGX - 成长型股票投资组合 HC 战略股票 | 61 | 0.00 | 15 | 0.00 | ||||
| 2025-08-11 | 13F | 基石规划集团有限责任公司 | 2 | 0 | ||||||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 64 | 4.92 | 15 | 0.00 | ||||
| 2025-07-24 | 13F | Jfs 财富顾问有限公司 | 7 | -12.50 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 0 | |||||
| 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 | 775 | 0.00 | 177 | -6.88 | ||||
| 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 | 19,306 | 8.54 | 4,704 | 10.82 | ||||
| 2025-08-27 | NP | VISGX - 先锋小盘成长指数基金投资者股票 | 183,542 | -3.29 | 41,864 | -9.59 | ||||
| 2025-06-27 | NP | PCSVX - PACE 中小型共同价值股票投资 P 级 | 6,585 | -3.66 | 1,504 | -6.36 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳投资组合策略有限责任公司 | 20,163 | 4,599 | ||||||
| 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 | 2,193 | 0.00 | 500 | -6.54 | ||||
| 2025-07-28 | 13F | 私人财富资产管理有限责任公司 | 53 | 0.00 | 12 | 0.00 | ||||
| 2025-06-23 | NP | SLPIX - 小盘股深度投资者类别 | 13 | -13.33 | 3 | -33.33 | ||||
| 2025-06-26 | NP | DFSTX - 美国小型股投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 61,387 | -14.57 | 14,018 | -16.96 | ||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 1,171 | 0.00 | 267 | -6.32 | ||||
| 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 | 6,181 | 1.54 | 1,411 | -1.33 | ||||
| 2025-08-13 | 13F | 布里奇沃特合伙人有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 1,211 | 18.49 | 276 | 11.74 | ||||
| 2025-08-25 | NP | MMYAX - MassMutual 选择小型公司价值基金 A 类 | 1,943 | -26.68 | 443 | -31.42 | ||||
| 2025-08-28 | NP | VLU - SPDR S&P 1500 价值倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 47 | 0.00 | 11 | -9.09 | ||||
| 2025-06-26 | NP | TISBX - TIAA-CREF 小型股混合指数基金机构类别 | 17,145 | -2.18 | 3,915 | -4.91 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 38 | -84.49 | 9 | -86.44 | ||||
| 2025-06-24 | NP | SFSNX - Schwab Fundamental 美国小公司指数基金机构股票 | 4,119 | 3.96 | 941 | 1.08 | ||||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 19,788 | 9.98 | 4,519 | 6.88 | ||||
| 2025-08-12 | 13F | Virtu 金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 11,873 | 7.15 | 3 | 0.00 | ||||
| 2025-08-07 | 13F | 英杰华公司 | 1,923 | -25.58 | 439 | -30.48 | ||||
| 2025-08-26 | NP | DFDSX - DF Dent 小盘成长基金投资者股票 | 10,605 | -0.91 | 2,419 | -7.39 | ||||
| 2025-08-20 | NP | RUSC - 美国小型股主动型股票ETF | 120 | 27 | ||||||
| 2025-05-15 | 13F | Numerai GP 有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | NP | BDSIX - 贝莱德优势小型核心基金机构股 | 26,968 | 1,368.05 | 6,570 | 1,400.00 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 16,415 | 3.22 | 3,744 | -3.51 | ||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 389 | 1.04 | 89 | -5.38 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 16,100 | 235.42 | 3,672 | 213.58 | |||
| 2025-08-14 | 13F | 奥尔雷德资本管理有限责任公司 | 1,753 | 0.00 | 400 | -6.56 | ||||
| 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 | 10,050 | -4.96 | 2,292 | -11.16 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 71,416 | 23.09 | 16 | 14.29 | ||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 36 | 0.00 | 8 | 0.00 | ||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 20,458 | -1.10 | 4,666 | -7.53 | ||||
| 2025-08-11 | 13F | 罗伊斯联合有限责任公司 | 1,397 | 33.56 | 319 | 24.71 | ||||
| 2025-07-30 | 13F | 惠蒂尔信托公司 | 47,237 | 2.50 | 10,774 | -4.18 | ||||
| 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 | 494 | -5.36 | 113 | -11.81 | ||||
| 2025-08-14 | 13F | Smartleaf资产管理有限责任公司 | 897 | 2.16 | 205 | -3.30 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | 6,590 | 10.96 | 1,503 | 3.73 | ||||
| 2025-07-29 | NP | VRTIX - Vanguard Russell 2000 指数基金机构股票 | 68,357 | 9.59 | 16,654 | 11.89 | ||||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 157,383 | 22,709.13 | 1 | -100.00 | ||||
| 2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 89 | -4.30 | 20 | -9.09 | ||||
| 2025-07-14 | 13F | 斯威尼与米歇尔有限公司 | 1,025 | 0.00 | 229 | 2.24 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 4,623 | -11.83 | 1,054 | -17.59 | ||||
| 2025-08-13 | 13F | 施罗德投资管理集团 | 3,826 | 0.00 | 875 | -5.41 | ||||
| 2025-08-04 | 13F | 巴克海特资本管理有限公司 | 2,136 | 0.00 | 487 | -6.53 | ||||
| 2025-07-29 | NP | SIXL - 6 Meridian 低 Beta 股票策略 ETF | 3,301 | 12.13 | 804 | 14.53 | ||||
| 2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 7,231 | 8.57 | 1,649 | 1.48 | ||||
| 2025-08-14 | 13F | 道富银行 | 524,803 | -0.07 | 119,702 | -6.58 | ||||
| 2025-06-25 | NP | DISSX - 纽约梅隆银行小型股票指数基金投资者股票 | 9,003 | -15.02 | 2,056 | -17.44 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 24,551 | 0.06 | 5,600 | -6.48 | ||||
| 2025-07-28 | 13F | 纽约州教师退休制度 | 17,998 | -0.55 | 4 | 0.00 | ||||
| 2025-08-07 | 13F | 塞拉海洋有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 奥斯曼资本公司 | 1,774 | 0.00 | 405 | -6.48 | ||||
| 2025-06-26 | NP | JHSC - 约翰汉考克多因素小盘股 ETF | 2,679 | 72.62 | 612 | 62.07 | ||||
| 2025-08-13 | 13F | 挪威银行 | 160,300 | 36,563 | ||||||
| 2025-08-19 | 13F | 西姆有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 第四维度财富有限责任公司 | 100 | 0.00 | 23 | -8.33 | ||||
| 2025-08-14 | 13F | Point72香港有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 366 | 25.77 | 83 | 16.90 | ||||
| 2025-08-22 | NP | LACAX - 哥伦比亚橡子基金 A 类 | 124,079 | 10.09 | 28,301 | 2.91 | ||||
| 2025-08-26 | NP | IPSIX - Voya 指数加上小型股投资组合 I 类 | 1,056 | -70.95 | 241 | -72.91 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 147,500 | -0.06 | 33,643 | -6.58 | ||||
| 2025-08-26 | NP | IJR - iShares 核心标普小盘股 ETF | 806,760 | -3.63 | 184,014 | -9.91 | ||||
| 2025-08-28 | NP | MMTM - SPDR S&P 1500 动量倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7 | 0.00 | 2 | 0.00 | ||||
| 2025-08-26 | NP | 北方基金 - 北方小盘核心基金 K 类 | 1,894 | -5.54 | 432 | -11.66 | ||||
| 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 | 1,270 | 11.21 | 290 | 3.96 | ||||
| 2025-07-25 | NP | SCAVX - AB 小盘价值投资组合 A 类 | 32,974 | -3.25 | 8,033 | -1.22 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 1,623,664 | -0.07 | 370,342 | -6.59 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/小型公司指数投资组合 IB 类 | 7,647 | 0.00 | 1,744 | -6.49 | ||||
| 2025-08-27 | NP | TIFF 投资计划 - TIFF 多元资产基金 | Short | -1,840 | -46.67 | -420 | -50.18 | |||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 43 | 0.00 | 10 | -10.00 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 60 | 46.34 | 14 | 30.00 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 2,248 | 35.50 | 513 | 31.88 | ||||
| 2025-07-31 | 13F | 新泽西州共同养老基金 D | 7,766 | -7.80 | 1,771 | -13.82 | ||||
| 2025-08-12 | 13F | 瑞士国家银行 | 25,900 | -1.52 | 5,908 | -7.95 | ||||
| 2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 1,040 | -0.76 | 237 | -7.06 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 4,400 | -65.77 | 1,004 | -68.02 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 1,678 | -44.49 | 383 | -48.17 | ||||
| 2025-07-29 | NP | RBB FUND, INC. - 阿达拉小型公司基金 | 1,574 | 0.00 | 383 | 2.13 | ||||
| 2025-07-28 | NP | ITWO - ProShares Russell 2000 高收益 ETF | 231 | -2.94 | 56 | 0.00 | ||||
| 2025-08-27 | NP | VEXMX - 先锋扩展市场指数基金投资者股票 | 209,785 | -0.00 | 47,850 | -6.52 | ||||
| 2025-07-16 | 13F | 阿拉斯加州税务部 | 8,068 | 7.32 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Mpwm 咨询解决方案有限责任公司 | 11 | 0.00 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 1,462 | -7.35 | 333 | -13.28 | ||||
| 2025-06-24 | NP | TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 | 314 | -1.26 | 72 | -4.05 | ||||
| 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 | 33,924 | 3.17 | 7,747 | 0.27 | ||||
| 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 | 10,338 | 2.99 | 2,358 | -3.76 | ||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 14,244 | -3.50 | 3 | 0.00 | ||||
| 2025-04-29 | NP | SVYAX - SIIT 美国管理波动性基金 - A 类 | 650 | 167.49 | 155 | 131.34 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 14,164 | 6.41 | 3,907 | 5.34 | ||||
| 2025-08-29 | NP | DIAMX - 钻石山多空基金 A 级 | Short | -101,510 | -0.00 | -23,153 | -6.52 | |||
| 2025-08-13 | 13F | 文艺复兴科技有限公司 | 278,261 | 7.54 | 63,469 | 0.52 | ||||
| 2025-08-14 | 13F | 德肖公司 | 4,216 | -63.72 | 962 | -66.10 | ||||
| 2025-08-14 | 13F | 塞伊投资公司 | 3,444 | -9.75 | 785 | -15.68 | ||||
| 2025-07-30 | 13F | 达戴维森公司 | 895 | 0.00 | 204 | -6.42 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 10,855 | 4.48 | 2,476 | -2.37 | ||||
| 2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 中小盘价值投资组合 A 类 | 32,290 | 19.55 | 7,365 | 11.76 | ||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 小盘成长股票投资组合 | 25,068 | 8.13 | 5,718 | 1.08 | ||||
| 2025-06-30 | NP | PFM - Invesco Dividend Achievers ETF | 396 | -6.82 | 90 | -9.09 | ||||
| 2025-06-25 | NP | ISCB - iShares 晨星小型股 ETF | 665 | 3.58 | 152 | 0.67 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 37 | 8 | ||||||
| 2025-06-27 | NP | RSSL - Global X Russell 2000 ETF | 8,274 | 6.61 | 1,889 | 3.62 | ||||
| 2025-08-26 | NP | GAFCX - Virtus AlphaSimplex 全球另类基金 C 类 | 736 | 15.54 | 168 | 7.74 | ||||
| 2025-08-26 | NP | 纽约梅隆银行投资组合 - 小盘股指数投资组合 - 服务股票 | 5,253 | -4.42 | 1,198 | -10.66 | ||||
| 2025-07-29 | NP | VFQY - Vanguard US Quality Factor ETF ETF 股票 | 2,079 | -32.91 | 507 | -31.53 | ||||
| 2025-07-18 | 13F | 佛蒙特州信托公司 | 75 | 0.00 | 17 | -5.56 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 1,958 | 447 | ||||||
| 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 | 17,214 | 0.00 | 3,931 | -2.82 | ||||
| 2025-08-28 | NP | IJT - iShares S&P Small-Cap 600 Growth ETF | 72,841 | -3.47 | 16,614 | -9.77 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - 小盘股票指数基金类别 | 1,753 | -11.15 | 400 | -17.05 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 小盘股指数投资组合 I 类 | 3,635 | 4.04 | 829 | -2.70 | ||||
| 2025-08-13 | 13F | 古根海姆资本有限公司 | 898 | -25.35 | 205 | -30.38 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 6,925 | 33.69 | 1,580 | 25.02 | ||||
| 2025-08-08 | 13F | 道明资本管理有限公司 | 2,795 | 0.00 | 638 | -6.60 | ||||
| 2025-07-28 | 13F | 贝福瑞斯特资本有限公司 | 1,111 | -44.75 | 253 | -48.37 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 227 | 4.13 | 52 | -3.77 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 10,397 | 0.00 | 2,374 | -2.78 | ||||
| 2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 1,183 | -3.66 | 270 | -10.03 | ||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 63 | 6.78 | 14 | 0.00 | ||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 3,210 | 0.09 | 732 | -6.39 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL 小盘股指数基金 (I) | 23,054 | -2.45 | 5,258 | -8.81 | ||||
| 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 | 4,553 | -8.08 | 1,038 | -14.07 | ||||
| 2025-07-28 | NP | HDG - ProShares 对冲复制 ETF | 18 | 12.50 | 4 | 33.33 | ||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 87 | -44.59 | 20 | -50.00 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 1,809 | -1.15 | 422 | -5.61 | ||||
| 2025-08-28 | NP | GMSMX - GuideMark(R) 中小盘核心基金服务股票 | 438 | 0.00 | 100 | -6.60 | ||||
| 2025-08-14 | 13F | Point72 亚洲（新加坡）私人有限公司有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 879 | 0.00 | 201 | -6.54 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 118 | 37.21 | 27 | 30.00 | ||||
| 2025-05-15 | 13F | 格伦梅德信托公司 | 1,885 | -15.43 | 460 | -15.00 | ||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 603 | 6.54 | 138 | -0.72 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 2 | 0 | ||||||
| 2025-08-15 | NP | 罗伊斯价值信托公司 | 1,381 | 34.34 | 315 | 25.60 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 3,828 | -8.29 | 873 | -14.24 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 24,967 | 5,695 | ||||||
| 2025-08-26 | NP | Profunds - Profund 小盘成长股副总裁 | 190 | 2.70 | 43 | -4.44 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 小型股指数投资组合 1 级 | 1,549 | 2.65 | 354 | -0.28 | ||||
| 2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 501,405 | 11.88 | 114,365 | 4.58 | ||||
| 2025-08-05 | 13F | 科顿资本公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 1,366 | 0.52 | 312 | -6.04 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 382 | -23.45 | 0 | |||||
| 2025-08-13 | 13F | QSV 股权投资者有限责任公司 | 5,570 | 0.45 | 1,270 | -6.07 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT GAMCO 小型公司价值投资组合 IB 类 | 37,500 | 0.00 | 8,553 | -6.52 | ||||
| 2025-07-17 | 13F | 一财富顾问有限责任公司 | 10,596 | -7.83 | 2,417 | -13.87 | ||||
| 2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 52 | 0.00 | 12 | -8.33 | ||||
| 2025-07-31 | 13F | R平方有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-23 | NP | PPNMX - 小型股成长基金 I R-3 | 1,369 | -3.39 | 313 | -6.02 | ||||
| 2025-08-13 | 13F | 加贝利基金有限责任公司 | 9,500 | 0.00 | 2,167 | -6.56 | ||||
| 2025-06-26 | NP | HSLAX - 哈特福德小型股成长基金 A 类 | 10,682 | 2,439 | ||||||
| 2025-08-12 | 13F/A | 科扎德资产管理公司 | 1,215 | -12.53 | 277 | -18.05 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 2,480 | 139.85 | 566 | 124.21 | ||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 13,270 | 2.65 | 3,027 | -4.06 | ||||
| 2025-08-15 | 13F | 田纳西州财政部 | 5,115 | 11.27 | 1,167 | 4.01 | ||||
| 2025-08-19 | 13F | 怀俄明州 | 262 | -53.71 | 60 | -57.25 | ||||
| 2025-08-06 | 13F | 联邦股权服务有限公司 | 7,679 | 0.18 | 2 | 0.00 | ||||
| 2025-08-28 | NP | TPSC - Timothy Plan 美国小盘股核心 ETF | 2,653 | 30.56 | 605 | 22.22 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - 消费品基金可变年金 | 99 | -28.78 | 23 | -33.33 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 159 | 1.92 | 36 | -5.26 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 129 | 20.56 | 29 | 11.54 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 1,012 | -4.26 | 231 | -10.51 | ||||
| 2025-07-28 | NP | OMFS - Invesco Russell 2000(R) 动态多因子 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,256 | -0.49 | 793 | 1.67 | ||||
| 2025-08-11 | 13F | 海克斯康资本合伙人有限责任公司 | 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 | 4,850 | 0.00 | 1,106 | -6.51 | ||||
| 2025-04-28 | 13F | 品尼高金融合作伙伴公司 | 1,022 | 0.00 | 249 | 0.40 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 263 | -0.38 | 60 | -7.81 | ||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 1 | 0 | ||||||
| 2025-08-12 | 13F | 路石控股有限责任公司 | 8,460 | 48.24 | 1,930 | 38.68 | ||||
| 2025-08-14 | 13F | 阿奇舒勒·沙汉姆有限公司 | 17 | 4 | ||||||
| 2025-08-08 | 13F | 创意策划 | 8,237 | 27.47 | 1,879 | 19.16 | ||||
| 2025-08-04 | 13F | 联合银行 | 3,857 | 0.00 | 1 | |||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 1,080 | 18.68 | 246 | 10.81 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 7,610 | 10.82 | 1,736 | 3.58 | ||||
| 2025-08-11 | 13F | 阿尔卑斯顾问公司 | 6,959 | -0.69 | 1,587 | -7.14 | ||||
| 2025-08-14 | NP | FLSPX - SPECTRUM FUND 零售类 | Short | -5,336 | 10.77 | -1,217 | 3.57 | |||
| 2025-08-14 | 13F | 量化资本有限公司 | 1,600 | 365 | ||||||
| 2025-08-11 | 13F | 花旗集团 | 13,241 | -35.75 | 3,020 | -39.94 | ||||
| 2025-08-01 | 13F | Pavion Blue 资本有限责任公司 | 3,500 | 0.00 | 798 | -6.56 | ||||
| 2025-08-26 | NP | NSIDX - 北方小盘股指数基金 | 6,305 | 1.29 | 1,438 | -5.27 | ||||
| 2025-08-04 | 13F | 阿特里亚投资有限公司 | 1,812 | -2.00 | 413 | -8.43 | ||||
| 2025-08-26 | NP | SDVY - First Trust SMID Cap Rising Dividend Achievers ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 72,732 | 16,589 | ||||||
| 2025-07-29 | NP | SEIAX - SIIT 多元资产真实回报基金 - A 类 | 260 | 0.00 | 63 | 1.61 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 5,303 | 105.07 | 1,211 | 99.34 | ||||
| 2025-07-23 | 13F | Nbt 银行 NA /纽约 | 350 | 0.00 | 80 | -7.06 | ||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 151 | 0 | ||||||
| 2025-08-12 | 13F | APG 资产管理公司 | 141,736 | -56.25 | 27,541 | -62.37 | ||||
| 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 | 292 | 0.00 | 67 | -7.04 | ||||
| 2025-07-30 | 13F | 康尼斯托加资本顾问有限公司 | 319,149 | -0.20 | 72,795 | -6.71 | ||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 3,816 | -40.85 | 870 | -44.73 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 56 | 1.82 | 13 | 0.00 | ||||
| 2025-08-11 | 13F | 卓越基金管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | IWO - iShares Russell 2000 Growth ETF | 119,404 | -1.46 | 27,235 | -7.89 | ||||
| 2025-07-24 | 13F | IFP 顾问公司 | 0 | 2 | ||||||
| 2025-07-11 | 13F | 利润投资管理有限责任公司 | 10,591 | 0.00 | 2,416 | -6.54 | ||||
| 2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 12,600 | 2,874 | ||||||
| 2025-06-26 | NP | USMIX - 扩展市场指数基金 | 1,626 | -2.34 | 371 | -5.12 | ||||
| 2025-08-14 | 13F | 威斯康星州投资委员会 | 6,169 | -8.69 | 1,407 | -14.62 | ||||
| 2025-07-25 | NP | PEDGX - EDGE 机构中型基金 | 3,346 | -6.69 | 815 | -4.68 | ||||
| 2025-08-28 | NP | SVOAX - Simt US 管理波动性基金 F 级 | 874 | -29.74 | 199 | -34.32 | ||||
| 2025-08-26 | NP | TLSTX - 股票指数基金 | 266 | 0.00 | 61 | -6.25 | ||||
| 2025-04-25 | 13F | 华盛顿信托公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 38,047 | 2.11 | 8,678 | -4.54 | ||||
| 2025-08-26 | NP | FTKI - First Trust Small Cap BuyWrite Income ETF | 13 | 0.00 | 3 | -33.33 | ||||
| 2025-08-27 | NP | RYRRX - 罗素 2000 基金 A 类 | 32 | 0.00 | 7 | 0.00 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 2,094 | 0.00 | 478 | -6.47 | ||||
| 2025-08-26 | NP | VVICX - Voya VACS 指数系列 SC 投资组合 | 950 | 5.79 | 217 | -1.37 | ||||
| 2025-08-01 | 13F | 戴维环球基金管理有限公司 | 5,209 | 6.72 | 1,188 | -0.17 | ||||
| 2025-08-14 | 13F | 雅各布斯利维股权管理公司 | 58,770 | 4.49 | 13,405 | -2.32 | ||||
| 2025-08-28 | NP | WFIVX - Wilshire 5000 指数基金投资类别 | 72 | 0.00 | 16 | -5.88 | ||||
| 2025-08-07 | 13F | 瑞克有限公司 | 10,800 | 0.00 | 2,463 | -6.53 | ||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 9,006 | 0.01 | 2,054 | -6.51 | ||||
| 2025-03-26 | NP | SWSCX - 嘉信小盘股票基金 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 | 882 | -69.85 | 207 | -72.98 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 33 | 135.71 | 8 | 133.33 | ||||
| 2025-07-23 | NP | CFSLX - 专栏小型股基金 | 383 | -16.38 | 93 | -14.68 | ||||
| 2025-07-22 | 13F | 落基山顾问有限公司 | 34 | 0.00 | 8 | -12.50 | ||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 7,065 | -2.30 | 1,611 | -8.67 | ||||
| 2025-08-14 | 13F | 星云研究与开发有限责任公司 | 5,141 | 120.93 | 1,173 | 106.70 | ||||
| 2025-08-15 | 13F | 摩根士丹利 | 190,021 | -0.46 | 43,342 | -6.95 | ||||
| 2025-08-27 | NP | RYMKX - 罗素 2000 1.5 倍策略基金 H 级 | 19 | 0.00 | 4 | 0.00 | ||||
| 2025-05-09 | 13F | 道明沃特豪斯加拿大公司 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 55,585 | -3.42 | 12,678 | -9.72 | ||||
| 2025-03-28 | NP | GSAOX - 高盛小盘成长洞察基金 A 类 | 418 | -61.01 | 98 | -65.00 | ||||
| 2025-07-28 | NP | PSCC - Invesco S&P SmallCap Consumer Staples ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 14,502 | -16.43 | 3,533 | -14.68 | ||||
| 2025-07-29 | 13F | 美国互助资本管理有限公司 | 1,740 | -11.81 | 397 | -17.67 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 中小盘价值基金初始类别 | 5,649 | 15.90 | 1,288 | 8.33 | ||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - ON BlackRock Advantage Small Cap Growth Portfolio | 1,734 | -13.17 | 396 | -18.89 | ||||
| 2025-08-26 | NP | Profunds - Profund 超小型股副总裁 | 48 | -2.04 | 11 | -9.09 | ||||
| 2025-07-25 | NP | NMSAX - 哥伦比亚小型股指数基金 A 类 | 25,817 | -5.59 | 6,290 | -3.62 | ||||
| 2025-07-28 | 13F | 道明资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 2,005 | 3.40 | 457 | -3.38 | ||||
| 2025-06-25 | NP | FYX - First Trust 小盘核心 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,205 | 69.01 | 960 | 64.38 | ||||
| 2025-06-27 | NP | PASIX - PACE 另类策略投资 A 类 | 19 | -50.00 | 4 | -50.00 | ||||
| 2025-08-12 | 13F | 艾根投资管理有限公司 | 2,438 | 556 | ||||||
| 2025-08-29 | NP | 高地全球配置基金 | Short | -4,000 | -0.00 | -912 | -6.56 | |||
| 2025-06-23 | NP | SVPIX - 小盘价值深度投资者类别 | 20 | -13.04 | 5 | -20.00 | ||||
| 2025-08-14 | 13F | 金融网络财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 富国银行/百万 | 71,059 | 1.53 | 16,208 | -5.09 | ||||
| 2025-06-30 | NP | CAFG - Pacer 美国小型现金牛成长领袖 ETF | 497 | -43.84 | 113 | -45.41 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 小盘指数基金 II 类 | 2,541 | 6.41 | 580 | -0.52 | ||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 379 | 14.50 | 86 | 7.50 | ||||
| 2025-05-16 | 13F | 科佩尔咨询解决方案有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | CDOFX - Crawford 小盘股股息基金 - I 类 | 12,650 | -3.80 | 2,885 | -10.07 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA AB 中小型价值投资组合 2 级 | 22,720 | 5,188 | ||||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 98,094 | 23.07 | 22,374 | 15.05 | ||||
| 2025-06-10 | 13F/A | 民兵资本合伙公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-29 | NP | SA 基金投资信托 - SA 美国小型公司基金 | 1,229 | -17.35 | 280 | -22.65 | ||||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 2 | 0.00 | 0 | |||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Russell 中小型股指数基金投资者 A | 1,820 | 7.82 | 416 | 4.80 | ||||
| 2025-07-14 | 13F | 奥利弗卢克斯资产有限责任公司 | 0 | -100.00 | 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 | 64 | 0.00 | 15 | -6.67 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | 363 | 83 | ||||||
| 2025-08-27 | NP | 俄亥俄州国家基金公司 - ON Janus Henderson 风险投资组合 | 630 | 0.00 | 144 | -6.54 | ||||
| 2025-08-15 | 13F | 联合服务汽车协会 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 磁星金融有限责任公司 | 1,443 | -15.27 | 329 | -20.72 | ||||
| 2025-07-28 | NP | UWM - ProShares Ultra Russell2000 | 1,359 | -18.72 | 331 | -16.83 | ||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 1 | 0 | ||||||
| 2025-07-29 | 13F | 地区金融公司 | 1,103 | 10.30 | 252 | 2.87 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 4,113 | -35.39 | 938 | -39.60 | ||||
| 2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 8,293 | 0.00 | 1,892 | -6.52 | ||||
| 2025-05-22 | NP | ASMOX - AQR 小盘动量型基金 I 类 | 141 | -48.91 | 34 | -48.48 | ||||
| 2025-07-29 | NP | SMXAX - SIIT 扩展市场指数基金 - A 类 | 2,186 | 15.91 | 533 | 18.22 | ||||
| 2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 1,562 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | 46,344 | 49.43 | 10,571 | 39.69 | ||||
| 2025-07-10 | 13F | 博钦信托公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | QWVOX - Clearwater 小公司基金 | 720 | 0.00 | 164 | -6.29 | ||||
| 2025-08-22 | NP | WUSAX - 万格美国 | 23,537 | 10.55 | 5,369 | 3.33 | ||||
| 2025-07-29 | NP | VRTTX - Vanguard Russell 3000 指数基金机构股票 | 1,084 | 9.94 | 264 | 12.34 | ||||
| 2025-08-11 | 13F | 韦斯托弗资本顾问有限公司 | 900 | -10.00 | 205 | -15.98 | ||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 4,767 | -34.39 | 1,087 | -38.66 | ||||
| 2025-08-14 | 13F | 柏图斯信托公司 (LTA) | 1,654 | 2.67 | 377 | -4.07 | ||||
| 2025-08-28 | NP | ESIX - SPDR S&P SmallCap 600 ESG ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 106 | -9.40 | 24 | -14.29 | ||||
| 2025-08-14 | 13F | 莱加托资本管理有限公司 | 2,458 | 0.00 | 561 | -6.51 | ||||
| 2025-08-05 | 13F | 纽约梅隆银行 | 125,779 | 0.36 | 28,689 | -6.19 | ||||
| 2025-08-08 | 13F | 维斯特科公司 | 81 | -36.22 | 0 | |||||
| 2025-07-24 | NP | ONEQ - 富达纳斯达克综合指数跟踪股票 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,032 | 0.50 | 982 | 2.61 | ||||
| 2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 2,946 | 0.61 | 718 | 2.72 | ||||
| 2025-08-07 | 13F | 中央信托公司 | 3,128 | 0.00 | 713 | -6.55 | ||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | 9,947 | -24.55 | 2,269 | -29.48 | ||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 2,035 | 1,303.45 | 464 | 1,225.71 | ||||
| 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 | 6,485 | 4.85 | 1,481 | 1.86 | ||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 33 | 94.12 | 8 | 75.00 | ||||
| 2025-07-22 | NP | GSBDX - 高盛小盘成长基金 A 类股票 | 12,956 | 31.16 | 3,156 | 33.90 | ||||
| 2025-08-11 | 13F | 赖斯霍尔詹姆斯联合有限公司 | 1,350 | 0.00 | 308 | -6.69 | ||||
| 2025-05-02 | 13F | Wealthfront 顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | NP | 俄亥俄州国家基金公司 - ON Janus Henderson Enterprise Portfolio | 960 | 18.52 | 219 | 10.66 | ||||
| 2025-07-28 | NP | XSLV - Invesco S&P SmallCap 低波动性 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 | 10,447 | 0.49 | 2,545 | 2.62 | ||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 7,107 | -2.72 | 1,621 | -9.03 | ||||
| 2025-08-14 | 13F | 格拉尼与金有限责任公司 | 30 | 0.00 | 7 | -14.29 | ||||
| 2025-08-11 | 13F | Semanteon 资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | VCSAX - 先锋消费必需品指数基金 Admiral Shares | 87,698 | 29.44 | 21,366 | 32.15 | ||||
| 2025-04-29 | NP | SEHAX - SIIT美国股票因子配置基金A类 | 422 | 0.00 | 101 | -13.79 | ||||
| 2025-08-14 | 13F | Occudo 定量策略 Lp | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/dfa 美国核心股票基金 (a) | 661 | 0.00 | 151 | -6.83 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 22 | 340.00 | 5 | 400.00 | ||||
| 2025-08-12 | 13F | 马歇尔与斯特林财富顾问公司 | 204 | 0.00 | 46 | -6.12 | ||||
| 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 | 35,442 | 5.13 | 8,635 | 7.33 | ||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 1,698 | -88.69 | 387 | -89.43 | ||||
| 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 | 22,050 | -22.65 | 5,035 | -24.82 | ||||
| 2025-07-24 | 13F | 路透詹姆斯财富管理有限公司 | 920 | 0.00 | 210 | -6.70 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 198 | 800.00 | 48 | 860.00 | ||||
| 2025-08-04 | 13F | 汉兹金融服务公司 | 7 | 0 | ||||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 351 | 0.00 | 80 | -5.88 | ||||
| 2025-07-25 | NP | ABASX - AB 发现价值基金 A 类 | 110,310 | 26,875 | ||||||
| 2025-07-18 | 13F | 信托金融公司 | 2,380 | -6.78 | 543 | -12.86 | ||||
| 2025-07-28 | NP | NMUAX - Neuberger Berman Multi-Cap Opportunities Fund A 类 | 4,000 | -11.11 | 975 | -9.23 | ||||
| 2025-06-23 | NP | UAPIX - 超小盘深度投资者类别 | 138 | -30.30 | 32 | -32.61 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 2,357 | -25.27 | 538 | -30.17 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 2,354 | -62.06 | 537 | -64.57 | ||||
| 2025-08-28 | NP | IWM - iShares Russell 2000 ETF | 335,640 | -6.38 | 76,556 | -12.48 | ||||
| 2025-07-28 | NP | MSSM - 摩根士丹利 Pathway 中小型股 ETF | 5,991 | 1,077.01 | 1,460 | 1,105.79 | ||||
| 2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 133 | 30 | ||||||
| 2025-07-18 | 13F | 巴特利特财富管理有限公司 | 57 | 0.00 | 13 | 0.00 | ||||
| 2025-08-15 | 13F/A | GCQ 基金管理有限公司 | 81,155 | 25.97 | 18,511 | 17.76 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - Russell 2000(R) 1.5x 策略基金可变年金 | 4 | 0.00 | 1 | |||||
| 2025-08-12 | 13F | Trexquant 投资有限责任公司 | 48,440 | 1,006.19 | 11,049 | 934.46 | ||||
| 2025-08-13 | 13F | 桥城资本有限责任公司 | 9,478 | -1.38 | 2,162 | -7.85 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Vanguard 美国股市指数基金 (I) | 1,058 | -26.83 | 241 | -31.53 | ||||
| 2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 64,928 | 171.13 | 15,818 | 176.83 | ||||
| 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 | 2,617 | 16.93 | 598 | 13.71 | ||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 2,635 | -0.75 | 601 | -7.11 | ||||
| 2025-07-29 | NP | SXQG-6经络优质增长ETF | 186 | -31.62 | 45 | -29.69 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 4,053 | -0.10 | 924 | -6.57 |
Other Listings
| DE:WD1 | €181.00 |
