WS 机构投资人持股和股东沃辛顿钢铁公司 (NYSE) 股票

基本统计

机构股东	468 total, 467 long only, 0 short only, 1 long/short - change of 0.86% MRQ
平均投资组合配置	0.0841 % - change of 15.37% MRQ

法人股（长期）	32,974,608 (ex 13D/G) - change of -0.73MM shares -2.17% MRQ
制度价值（长期）	$ 950,925 USD ($1000)

机构投资人持股和股东

Worthington Steel, Inc. (US:WS) 有 468 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 32,974,608 股股票。最大股东包括 BlackRock, Inc., Vanguard Group Inc, Dimensional Fund Advisors Lp, IJR - iShares Core S&P Small-Cap ETF, State Street Corp, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, NAESX - Vanguard Small-Cap Index Fund Investor Shares, IWM - iShares Russell 2000 ETF, Geode Capital Management, Llc, and XME - SPDR(R) S&P(R) Metals & Mining ETF .

Worthington Steel, Inc. (NYSE:WS)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 33.46 / share. Previously, on September 12, 2024, the share price was 32.01 / share. This represents an increase of 4.53% over that period.

WS / Worthington Steel, Inc. Institutional Ownership

基金情绪分数

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

更新频率：每日

请参阅“持股资源管理器”，它提供了排名最高的公司的列表。

查看排名最高的股票

机构看跌与看涨期权比率

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

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

WS / Worthington Steel, Inc. Historical Put/Call Ratio

13D/G备案

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

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

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文件日期	表格	投资者		前期股票	最新股票	Δ 股票 (Percent)	持股 (百分比)	Δ 持股 (百分比)
2025-04-30	13G/A	贝莱德公司		4,934,886	5,756,123	16.64	11.60	16.00
2025-01-31	13G/A	万家集团有限公司		3,917,247	4,467,428	14.05	8.79	13.13

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 Premium Registration Required .

文件日期	来源	投资者	类型	股份	Δ 股份 (%)	报告价值 ($1000)	Δ 价值 (%)
2025-08-26	NP	IJR - iShares 核心标普小盘股 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		2,085,676	-3.60	62,216	13.52
2025-07-22	NP	DSMFX - 目的地中小型股票基金 I 类		844	0.00	21	-4.55
2025-08-14	13F	布里奇威资本管理公司		340,752	154.29	10,165	199.47
2025-08-27	NP	RYDEX 可变信托 - Russell 2000(R) 1.5x 策略基金可变年金		9	0.00	0
2025-08-18	NP	太平洋精选基金 - 小盘价值投资组合 I 类		16,629	0.00	496	17.81
2025-08-26	NP	Profunds - Profunds 小型股副总裁		75	2.74	2	100.00
2025-07-14	13F	伽玛投资有限责任公司		1,219	57.09	36	89.47
2025-08-14	13F	未来资产全球ETFS控股有限公司		18,009	-6.91	537	9.59
2025-07-18	13F	巴特利特财富管理有限公司		1,012	0.00	30	20.00
2025-08-12	13F	科尔德斯特里姆资本管理公司		0	-100.00	0
2025-05-14	13F	Mml 投资者服务有限公司		0	-100.00	0
2025-08-08	13F	乌龟投资管理有限公司		500	0.00	15	16.67
2025-08-26	NP	IRSIX - Voya Russell™ 小盘股指数投资组合 ADV 级		6,832	2.41	204	20.83
2025-08-14	13F	加州教师退休制度		30,281	-1.11	903	16.52
2025-06-27	NP	SUNAMERICA SERIES TRUST - SA 小型股指数投资组合 1 级		3,699	2.55	95	-9.62
2025-08-15	13F	塔尔研究资本有限责任公司（TRC）		2,354	149.89	70	204.35
2025-08-22	NP	FESM - 富达增强型小型股 ETF		26,471	4.88	790	23.47
2025-07-29	NP	VFVA - Vanguard US Value Factor ETF ETF 股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		24,645	-10.10	614	-16.14
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		64,399	0.00	1,604	-6.64
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		18,603	-11.10	463	-17.03
2025-08-08	13F	拉森金融集团有限责任公司		108	3,500.00	3
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		7,731	-0.81	231	16.75
2025-08-14	13F	红树林合作伙伴		0	-100.00	0
2025-08-21	NP	MXISX - Great-West S&P Small Cap 600 指数基金投资者类别		27,621	8.71	824	27.99
2025-08-14	13F	Deprince Race 和 Zollo Inc		96,646	28.52	2,883	51.37
2025-07-17	13F	清洁收益集团		1,200	0.00	36	16.67
2025-08-13	13F	大都会人寿投资管理有限公司		19,668	-1.05	587	16.50
2025-07-21	13F	美洲咨询服务有限责任公司		851		25
2025-08-07	13F	苏黎世州银行 (Zurcher Kantonalbank)		13,473	-4.61	402	12.32
2025-08-18	NP	太平洋精选基金 - 小盘股指数投资组合 I 类		8,540	0.00	255	17.59
2025-08-27	NP	HCEGX - 成长型股票投资组合 HC 战略股票		1,868	0.00	56	17.02
2025-08-11	13F	环球保险及服务有限公司		7,794		232
2025-08-26	NP	NOSGX - 北方小盘价值基金		25,845	479.74	771	587.50
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		17,930	14.63	460	1.32
2025-08-12	13F	富兰克林资源公司		21,556	-37.67	643	-26.51
2025-08-27	NP	VQNPX - 先锋成长和收入基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		4,023	-29.96	120	-17.24
2025-08-01	13F	德克萨斯州教师退休制度		96,907	24.53	2,891	46.63
2025-08-14	13F	麦格理集团有限公司		0	-100.00	0	-100.00
2025-06-25	NP	DISSX - 纽约梅隆银行小型股票指数基金投资者股票		23,834	-13.07	612	-23.24
2025-08-26	NP	QUANTITATIVE MASTER SERIES LLC - Master 小盘股指数系列		56,361	2.96	1,681	21.28
2025-07-28	NP	PSCM - Invesco S&P SmallCap Materials 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		6,388	-36.63	159	-40.67
2025-07-28	NP	HDG - ProShares 对冲复制 ETF		43	13.16	1	0.00
2025-08-12	13F	科桥金融公司		0	-100.00	0
2025-08-12	13F	公共部门养老金投资委员会		119,305	7.38	3,559	26.44
2025-08-28	NP	MMTM - SPDR S&P 1500 动量倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		10	-95.26	0	-100.00
2025-07-24	13F	东方银行		2,922	0.00	87	17.57
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		163,596	9.58	4,074	2.31
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		9,015	0.00	231	-11.49
2025-04-29	NP	PMIYX - 普特南收入策略投资组合 -		135	9.76	4	-40.00
2025-08-14	13F	Aster 资本管理（DIFC）有限公司		0	-100.00	0
2025-06-26	NP	KCXIX - Knights of Columbus 美国全盘指数基金 I 股		153	5.52	4	-25.00
2025-08-14	13F	Aqr资本管理有限公司		45,225	-10.68	1,349	6.30
2025-07-30	13F	内华达州惠蒂尔信托公司		600	0.00	18	13.33
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		1,231,032	3.48	36,722	21.86
2025-07-29	NP	ESGV - 先锋ESG美国股票ETF ETF股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		6,856	0.00	171	-6.59
2025-07-18	13F	Centricity 财富管理有限公司		292	0.00	9	14.29
2025-07-23	13F	格柏有限公司		24,108	0.00	719	17.87
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		12,116	6.85	311	-5.78
2025-03-25	NP	QASCX - 联邦 MDT 小盘股核心基金 A 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		12,391	0.00	360	-24.10
2025-07-03	13F	加德资本公司		15	0.00	0
2025-08-26	NP	EQ ADVISORS TRUST - EQ/AB 小型股成长投资组合 IB 类		11,699	0.00	349	17.57
2025-08-14	13F	沃亚投资管理有限公司		9,195	3.47	274	21.78
2025-08-08	13F/A	红杉财务顾问有限责任公司		0	-100.00	0
2025-08-11	13F	Ritter Daniher 财务咨询有限责任公司/德国		1,150	0.00	34	17.24
2025-08-13	13F	Centiva 资本有限合伙人		11,875		354
2025-06-26	NP	DFA INVESTMENT DIMENSIONS GROUP INC - 美国可持续发展核心 1 投资组合股票 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		23,049	0.00	591	-11.66
2025-07-23	13F	路易斯安那州雇员退休制度		16,400	-0.61	489	17.27
2025-08-27	NP	RYRRX - 罗素 2000 基金 A 类		77	0.00	2	100.00
2025-08-20	NP	全国可变保险信托 - NVIT 多经理小型公司基金 I 类		24,453	162.60	729	210.21
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		3,912	0.00	117	17.17
2025-08-11	13F	布朗兄弟哈里曼公司		8,529	0.00	254	17.59
2025-08-27	NP	RYMKX - 罗素 2000 1.5 倍策略基金 H 级		46	2.22	1	0.00
2025-06-26	NP	DFAT - 维度美国目标价值 ETF		303,791	35.76	7,795	19.92
2025-06-26	NP	ISCV - iShares Morningstar 小盘价值 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		6,346	7.00	163	-5.81
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		78,280	-13.18	2,009	-23.33
2025-05-30	NP	SPWIX - Simt 小盘成长基金 I 类		0	-100.00	0	-100.00
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		365,903	0.77	9,389	-10.99
2025-05-30	NP	DTD - WisdomTree 美国总股息基金不适用		0	-100.00	0	-100.00
2025-07-29	13F	私人财富管理集团有限责任公司		30	0.00	1
2025-07-25	NP	CZMSX - 多管理人小盘股票策略基金机构类别		51,123	69.93	1,273	58.60
2025-05-28	NP	QWVOX - Clearwater 小公司基金		0	-100.00	0	-100.00
2025-08-26	NP	SCRSX - 小型股核心投资组合 SCB 类别		81,790	-3.17	2,440	14.03
2025-08-04	13F	汉兹金融服务公司		518		0
2025-08-08	13F	Geode资本管理有限公司		802,320	0.89	23,936	18.80
2025-08-13	13F	M&T银行公司		9,281	1.41	276	19.48
2025-08-20	NP	RUSC - 美国小型股主动型股票ETF		1,758		52
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		5,375	-3.08	134	-9.52
2025-07-28	NP	VCSLX - 小盘股指数基金		15,006	20.70	374	12.69
2025-08-14	13F	惠灵顿管理集团有限责任公司		69,761	-6.16	2,081	10.46
2025-06-26	NP	DFAC - 维度美国核心股票 2 ETF		95,153	45.68	2,442	28.68
2025-08-27	NP	BBVSX - Bridge Builder 中小盘价值基金		15,924	4.63	475	23.38
2025-08-12	13F	少尉峰顾问公司		8,450	0.00	252	17.76
2025-08-06	13F	真实财富设计有限责任公司		5,888	-6.54	176	10.06
2025-08-14	13F	元盛资本集团有限公司		168,350	1.17	5,022	19.12
2025-08-08	13F	美国信安金融集团		173,450	-0.46	5,174	17.24
2025-05-05	13F	铸造合作伙伴有限责任公司		219,079	110.19	5,549	67.34
2025-07-25	13F	约翰逊投资顾问公司		8,286		247
2025-07-22	13F	灯塔财务咨询有限责任公司		6,797		203
2025-08-18	13F	吉诺斯财富管理公司		500	0.00	15	16.67
2025-07-28	NP	UWM - ProShares Ultra Russell2000		3,245	-18.75	81	-24.53
2025-06-24	NP	JPSE - 摩根大通多元化回报美国小盘股 ETF		9,892		254
2025-06-26	NP	DFSU - 维度美国可持续发展核心 1 ETF		4,253	132.02	109	105.66
2025-06-26	NP	SMLF - iShares Edge MSCI 多因子美国小型股 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		86,588	11.47	2,222	-1.55
2025-07-09	13F	防波堤投资管理		108	0.00	3	50.00
2025-07-01	13F	公园国家公司/哦/		11,775	0.79	351	18.98
2025-08-13	13F	帕克沃斯财富管理有限公司		2	0.00	0
2025-07-08	13F/A	塞勒姆投资顾问公司		2,699	0.00	81	17.65
2025-07-15	13F	第五第三银行		12,278	-12.49	366	3.10
2025-07-29	NP	VIOV - Vanguard S&P Small-Cap 600 Value Index Fund ETF 股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		71,106	-1.76	1,771	-8.29
2025-07-23	13F	马里兰州退休金系统		10,273	0.00	306	17.69
2025-06-24	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		15,966	-21.60	410	-30.80
2025-08-04	13F	联合银行		9,913	0.00	0
2025-08-07	13F	Runnymede Capital Advisors, Inc.		0	-100.00	0
2025-08-06	NP	林肯可变保险产品信托 - LVIP SSGA 小盘指数基金标准类别		24,708	3.35	737	21.82
2025-07-28	13F	港口投资公司		611	0.16	18	20.00
2025-06-26	NP	CRSSX - 天主教责任投资小盘基金机构股		14,054	-11.33	361	-21.74
2025-08-08	13F	Pnc 金融服务集团公司		28,249	0.20	843	17.93
2025-08-11	13F	安尼斯·加德纳·惠廷资本顾问有限责任公司		14		0
2025-08-14	13F/A	斯科波斯实验室有限公司		371	55.88	11	83.33
2025-08-05	13F	关键金融公司		1,002	0.00	30	16.00
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		11,851	-78.36	304	-81.46
2025-08-12	13F	恒线顾问公司		109,974	-0.26	3,281	17.48
2025-08-13	13F	亚利桑那州退休系统		9,625	1.71	287	20.08
2025-08-12	13F	摩根大通公司		65,123	-23.42	1,943	-9.80
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		19,751	0.00	492	-6.65
2025-08-12	13F	动态技术实验室私人有限公司		0	-100.00	0
2025-08-14	13F	瑞银资产管理美洲公司		89,098	44.14	2,658	69.78
2025-08-11	13F	GW&K 投资管理有限公司		70,849	-3.91	2	100.00
2025-05-29	NP	PAEAX - Putnam动态资产配置成长基金A类股		3,574	8.63	91	-13.46
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		868	192.26	22	133.33
2025-07-24	13F	PDS 规划公司		12,136	0.02	362	17.92
2025-06-26	NP	TRDFX - Steward 中小盘增强指数基金 A 类		1,610	0.00	41	-10.87
2025-06-27	NP	EBIT - Harbor AlphaEdge 小型股收益者 ETF		93	1.09	2	0.00
2025-07-15	13F	马瑟集团有限责任公司。		0	-100.00	0
2025-07-28	NP	URTY - ProShares UltraPro Russell2000		2,382	-28.38	59	-32.95
2025-08-27	NP	高级系列信托 - Ast 小型成长型投资组合		1,874		56
2025-09-04	13F/A	顾问集团控股公司		5,677	0.83	169	19.01
2025-08-14	13F	联信银行		21,319	0.41	636	18.25
2025-07-31	13F	财通国际资产管理有限公司		0	-100.00	0
2025-08-12	13F	美洲投资伙伴公司		3,405	0.00	102	17.44
2025-08-13	13F	联合爱马仕有限公司		353	-77.97	11	-75.00
2025-08-27	NP	NAESX - 先锋小型股指数基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		930,059	-1.97	27,744	15.45
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		18,802	0.00	561	17.65
2025-06-25	NP	GSATX - 高盛小盘价值洞察基金 A 类		80,183	6.77	2,057	-5.69
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		849	39.18	25	66.67
2025-08-12	13F	美国世纪公司		403,032	49.74	12,022	76.35
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		32,916	223.66	820	202.21
2025-06-23	NP	PJARX - 小盘价值基金 II R-3		2,540	14.00	65	1.56
2025-06-24	NP	创新者 ETF 信托 - 创新者美国小型股管理式 ETF		194	14.12	5	0.00
2025-07-14	13F/A	风险投资远见伙伴有限责任公司		0	-100.00	0
2025-08-19	13F	安佳投资管理有限公司		999	0.00	30	16.00
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		191,422	0.85	4,766	-5.83
2025-06-24	NP	BBSC - 摩根大通 BetaBuilders 美国小盘股 ETF		11,549	11.51	296	-1.33
2025-05-28	NP	NANR - SPDR 标普北美自然资源 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		15,553	11.63	394	-11.29
2025-08-04	13F	俄亥俄州		24,300	5.19	725	23.76
2025-08-11	13F	科维斯特有限公司		430	1,854.55	0
2025-06-18	NP	RTSSX - 税收管理的美国中小型基金 S 级		9,630	-70.80	247	-74.19
2025-08-26	NP	VVICX - Voya VACS 指数系列 SC 投资组合		2,363	6.63	70	25.00
2025-08-11	13F	授权基金有限责任公司		186,752	5.46	5,571	24.19
2025-08-05	13F	蒙特利尔银行/can/		9,462	2.46	282	21.03
2025-05-29	NP	SEASONS SERIES TRUST - SA Putnam 资产配置多元化增长投资组合 1 级		272	5.43	7	-25.00
2025-08-07	13F	CSM 顾问有限责任公司		181,617		5
2025-08-13	13F	箭街资本有限合伙企业		22,462		670
2025-07-24	13F	资本顾问有限公司		398	0.00	0
2025-07-14	13F	农商投资公司		14	0.00	0
2025-08-13	13F	费希尔资产管理有限责任公司		132,809	-17.86	3,962	-3.27
2025-08-14	13F	萨斯奎哈纳国际集团有限责任公司	Put	6,800		203
2025-08-14	13F	萨斯奎哈纳国际集团有限责任公司		53,321	5.04	1,591	23.74
2025-08-15	NP	罗伊斯价值信托公司		30,287	73.61	903	104.76
2025-08-14	13F	Citadel 顾问有限公司	Put	0	-100.00	0
2025-08-27	NP	HWAY - 主题美国基础设施 ETF		28	0.00	1
2025-08-14	13F	CoreCap 顾问有限责任公司		572	0.00	17	21.43
2025-08-14	13F	美国银行 /de/		115,912	93.65	3,458	128.03
2025-04-01	13F	万通信托公司 Fsb/adv		0	-100.00	0
2025-07-17	13F	珍尼·蒙哥马利·斯科特有限责任公司		29,315	0.58	1
2025-07-23	NP	UPGR - Xtrackers 美国绿色基础设施精选股票 ETF		3,231	4.66	80	-2.44
2025-08-13	13F	琼斯金融公司有限责任公司		1,071	56.58	34	100.00
2025-07-25	13F	G2 资本管理有限公司 / 哦		10,429	-6.95	311	9.89
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		329,370	2.98	8,452	-9.04
2025-08-07	13F	Parkside 金融银行与信托		40		1
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		164,916	-2.33	4,106	-8.82
2025-07-25	13F	CWM有限公司		1,397	-36.09	0
2025-08-07	13F	中西部信托公司		79,693		2,377
2025-08-19	NP	RIFBX - 美国小型股票基金		10,699	58.79	319	87.65
2025-08-07	13F	奥尔沃斯金融有限公司		41	36.67	1
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		1,930	0.00	48	-5.88
2025-08-14	13F	范埃克联合公司		125,831	233.68	4
2025-08-13	13F	北方信托公司		384,211	2.30	11,461	20.48
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		9,282	-54.72	231	-57.69
2025-06-23	NP	PSSMX - 小型股标准普尔 600 指数基金 R-3		34,014	-5.27	873	-16.40
2025-07-07	13F	Versant 资本管理公司		29	-91.50	1	-100.00
2025-08-04	13F	IFG 咨询有限责任公司		15,178	26.48	453	49.17
2025-08-27	NP	安联可变保险产品信托 - AZL DFA 美国核心股票基金		1,732	0.00	52	18.60
2025-07-31	13F	尼萨投资顾问有限公司		33,118	-0.30	988	17.36
2025-08-27	NP	VISVX - 先锋小型股价值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		594,816	-3.37	17,743	13.80
2025-08-13	13F	佛罗里达州退休系统国家管理局		8,792	0.00	262	18.02
2025-08-29	NP	JADMX - 小盘机会信托资产净值		4,445	28.80	133	51.72
2025-07-28	13F	弗雷泽财务顾问有限责任公司		6,132	35.96	183	59.65
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent 小盘股指数投资组合 A 类		25,744	0.08	768	17.82
2025-08-07	13F	肯塔基州教师退休制度		10,321	0.00	0
2025-08-14	13F	塞伊投资公司		9,682		289
2025-08-13	13F	象限资本集团有限公司		0	-100.00	0
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		100,844	-20.09	2,588	-29.41
2025-08-01	13F	财务顾问公司		0	-100.00	0
2025-05-05	13F	林布鲁克资本有限公司		88	15.79	2	0.00
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		306,089	1.78	7,854	-10.10
2025-08-14	13F	高盛集团公司		222,156	-20.55	6,627	-6.44
2025-08-13	13F	EverSource 财富顾问有限责任公司		559	215.82	17	300.00
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		10,502	2.96	269	-9.12
2025-05-06	13F	Proficio 资本合作伙伴有限责任公司		0	-100.00	0	-100.00
2025-08-07	13F	ProShare 顾问有限责任公司		7,376		220
2025-08-14	13F	阿尔格特全球有限公司		23,990		1
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		118,516	-1.45	2,951	-7.98
2025-07-30	13F	Deka银行德意志Girozentrale		14,591	1,294.93	0
2025-06-25	NP	ISCB - iShares 晨星小型股 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1,593	3.91	41	-9.09
2025-06-30	NP	VYM - Vanguard 高股息收益率指数基金 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		126,590	-7.24	3,248	-20.53
2025-06-26	NP	DFSV - 维度美国小盘价值 ETF		138,232	466.90	3,547	400.99
2025-08-12	13F	德意志银行\		39,530	-9.32	1,179	6.79
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		1,901	11.82	57	30.23
2025-04-29	NP	SSMAX - Siit 中小盘股票基金 - A 类		0	-100.00	0	-100.00
2025-07-17	13F	迪努佐私人财富有限公司		8	0.00	0
2025-05-28	NP	QCEQRX - 股票指数账户类别 R1		10,006	0.00	253	-20.44
2025-05-14	13F	萨斯奎哈纳国际集团有限责任公司	Call	0	-100.00	0	-100.00
2025-08-18	NP	PACIFIC SELECT FUND - PD 小盘价值指数投资组合 P 级		4,882	-11.11	146	4.32
2025-07-15	13F	SJS投资咨询公司		8	-38.46	0
2025-08-25	NP	SQLV - Legg Mason 小型股优质价值 ETF		3,181	-7.69	95	8.05
2025-05-06	13F	帕瑟顾问公司		0	-100.00	0
2025-07-28	NP	ITWO - ProShares Russell 2000 高收益 ETF		552	-2.82	14	-13.33
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		81,075	2.94	2,080	-9.09
2025-08-28	NP	WFIVX - Wilshire 5000 指数基金投资类别		191	0.00	6	25.00
2025-08-11	13F	罗斯柴尔德投资有限公司		90	-5.26	3	0.00
2025-07-22	13F	旧国家银行/in/		10,400	0.00	310	17.87
2025-08-26	NP	BOSVX - Omni 小盘价值基金 N 类		154,000	14.93	4,594	35.33
2025-06-30	NP	VIG - 先锋股息增值指数基金 ETF 股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		187,085	-1.19	4,801	-12.73
2025-05-21	13F	阿卡迪亚资产管理有限公司		0	-100.00	0
2025-08-13	13F	纽约州共同退休基金		11,460	0.00	0
2025-08-04	13F	Pensionmark 金融集团有限公司		10,000		298
2025-08-26	NP	NSCAX - Nuveen NWQ 小盘价值基金 - A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		87,917	-0.25	2,623	17.47
2025-08-14	13F	阿默普莱斯金融公司		141,624	22.66	4,225	44.46
2025-05-14	13F	CIBC 私人财富集团有限责任公司		0	-100.00	0
2025-08-14	13F	瑞银集团		134,822	12.27	4,022	32.23
2025-07-28	NP	AVIE - Avantis 通胀聚焦股票 ETF		55	0.00	1	0.00
2025-05-15	13F	两个 Sigma 顾问，有限合伙人		0	-100.00	0
2025-08-27	NP	VANGUARD 可变保险基金 - 股权收益投资组合 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		32,816	-43.06	979	-32.97
2025-08-14	13F	加拿大皇家银行		15,637	-0.85	468	17.29
2025-06-24	NP	SFSNX - Schwab Fundamental 美国小公司指数基金机构股票 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		22,250		571
2025-08-26	NP	IJS - iShares S&P 小型股 600 价值 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		332,508	-7.37	9,919	9.08
2025-07-30	NP	SMCIX - 标准普尔小型股指数基金直接股票		1,357	0.00	34	-8.33
2025-08-13	13F	罗素投资集团有限公司		114,811	24.20	3,425	46.26
2025-08-08	13F	史密斯菲尔德信托公司		76,116	0.00	2	100.00
2025-06-30	NP	CALF - Pacer 美国小型现金牛 100 ETF		0	-100.00	0	-100.00
2025-05-15	13F	德克萨斯州永久学校基金		20,364		523
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		49,563	7.87	1,234	0.73
2025-07-25	NP	WSML - iShares MSCI 全球小型股 ETF		2,275		57
2025-08-14	13F	FIL有限公司		274,354	26.23	8,184	48.65
2025-08-15	13F	摩根士丹利		295,792	-10.97	8,823	4.85
2025-08-01	13F	贝西默集团公司		72	-64.00	0
2025-07-22	NP	GSSC - 高盛 ActiveBeta(R) 美国小盘股 ETF		4,007	0.63	100	-6.60
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		49,706	2.64	1,483	20.88
2025-07-17	13F	峰会金融策略公司		8,839	0.00	264	17.94
2025-08-08	13F	新泽西州警察和消防员退休系统		7,297	0.00	218	17.93
2025-08-14	13F	HRT金融有限责任公司		0	-100.00	0
2025-08-29	NP	JAFEX - 总股票市场指数信托资产净值		900	10.57	27	30.00
2025-08-08	13F	宾夕法尼亚州公立学校就业重新注册系统		8,989	7.25	268	26.42
2025-07-28	13F	布林莫尔信托公司		364	0.00	11	11.11
2025-05-12	13F	Kohmann Bosshard 金融服务有限责任公司		0	-100.00	0
2025-08-14	13F	雷蒙德詹姆斯金融公司		8,158	-15.97	243	-0.82
2025-08-26	13F/A	路德教会的 Thrivent 金融		25,744	0.08	1
2025-08-07	13F	塞拉海洋有限责任公司		23	0.00	1
2025-08-05	13F	Simplex 贸易有限公司		578	-40.66	0
2025-06-26	NP	TIEIX - TIAA-CREF 机构类别股票指数基金		25,062	0.00	643	-11.68
2025-05-05	13F	杰克逊溪投资顾问有限责任公司		0	-100.00	0
2025-08-21	NP	SLX - VanEck Vectors 钢铁 ETF		125,831	233.68	3,754	292.98
2025-08-12	13F	德国商业银行		9,916	0.00	0
2025-08-13	13F	胜利资本管理公司		0	-100.00	0
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		11,572	-4.93	345	12.01
2025-06-26	NP	USCAX - 小盘股票基金份额		36,511		937
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		6,540	1.71	195	20.37
2025-07-25	13F	优素福资本管理有限公司		12,994	0.19	388	17.99
2025-08-28	NP	NCGFX - 新约成长基金		223	0.00	7	20.00
2025-06-23	NP	SVPIX - 小盘价值深度投资者类别		130	-12.16	3	-25.00
2025-08-12	13F	博克夫，那		0	-100.00	0
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		836	13.90	25	33.33
2025-04-29	13F	罗利资本管理公司		0	-100.00	0
2025-08-14	13F	普莱斯 T Rowe Associates Inc /md/		30,077	14.20	1
2025-08-26	NP	IFRA - iShares 美国基础设施 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		564,912	17.41	16,851	38.27
2025-08-22	NP	DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 小盘股指数 VIP A 级		5,045	3.30	150	21.95
2025-07-29	NP	VRTTX - Vanguard Russell 3000 指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		2,633	0.00	66	-7.14
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		302,269	-1.38	9,017	16.14
2025-07-11	13F	韦奇资本管理有限公司/NC		48,960	-4.40	1,460	12.57
2025-08-12	13F	MAI资本管理		1,004	-33.42	30	-23.68
2025-08-29	NP	SKSEX - AMG Managers Skyline 特别股票基金 N 级		62,568	-4.43	1,866	12.55
2025-06-27	NP	RSSL - Global X Russell 2000 ETF		19,784	6.80	508	-5.76
2025-08-14	13F	简街集团有限责任公司		41,420		1,236
2025-07-29	NP	VFMF - Vanguard 美国多因素 ETF ETF 股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		5,774		144
2025-08-11	13F	HighTower 顾问有限责任公司		0	-100.00	0
2025-08-14	13F/A	巴克莱银行		61,690	55.44	2	0.00
2025-08-13	13F	丽都顾问有限责任公司		171,884	-1.13	5,127	16.44
2025-08-14	13F	道富银行		1,961,823	-0.42	58,521	17.27
2025-08-14	13F	Smartleaf资产管理有限责任公司		36	125.00	1
2025-07-28	13F	安联资产管理有限公司		50,166	-40.67	1,496	-30.13
2025-08-14	13F	采石场LP		829	886.90	25	1,100.00
2025-05-29	NP	PACAX - Putnam动态资产配置保守基金A类股票		394	10.99	10	-18.18
2025-03-31	NP	DRISX - Foundry Partners 基本小盘价值基金机构类别		63,655	67.58	1,849	27.34
2025-08-11	13F	先锋集团公司		4,497,430	-0.71	134,158	16.93
2025-08-11	13F	罗伊斯联合有限责任公司		125,610	11.13	3,747	30.84
2025-07-23	13F	Klp资本管理公司		6,900	0.00	206	17.82
2025-08-13	13F	第一信托顾问有限公司		127,877	3.86	3,815	22.32
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		533,106	-2.39	15,903	14.95
2025-07-16	13F	签名有限责任公司		98	0.00	3	0.00
2025-06-26	NP	DCOR - 维度美国核心股票 1 ETF		4,875	30,368.75	125
2025-07-23	NP	CFSLX - 专栏小型股基金		978	68.33	24	60.00
2025-06-26	NP	DFUS - 维度美国股票 ETF		8,708	54.95	223	36.81
2025-07-28	13F	纽约州教师退休制度		64,574	0.00	2	0.00
2025-08-18	NP	太平洋精选基金 - 小盘股票投资组合 I 类		2,661	-7.92	79	8.22
2025-05-15	13F	Qube研究与技术有限公司		0	-100.00	0
2025-07-28	NP	MSSM - 摩根士丹利 Pathway 中小型股 ETF		1,528	23.33	38	15.15
2025-06-20	NP	JSML - Janus Henderson 小型股成长阿尔法 ETF		52,489	4.27	1,347	-7.93
2025-08-27	NP	RYRUX - Russell 2000 2x 策略基金 A 级股票		168	1.82	5	25.00
2025-07-23	13F	高注财富有限责任公司		51		2
2025-08-14	13F	千禧管理有限公司		377,707		11,267
2025-08-20	NP	全国可变保险信托 - NVIT 小盘指数基金 II 类		6,073	5.97	181	24.83
2025-07-15	13F	俄亥俄州公共雇员退休制度		27,737	101.20	827	136.96
2025-08-15	13F	CI 私人财富有限责任公司		24,912	99.71	743	135.87
2025-07-24	13F	美国合众银行\de\		3,045	-6.85	91	9.76
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		13,824	0.00	412	17.71
2025-08-26	NP	高盛可变保险信托 - 高盛小型股股票洞察基金机构		10,633	0.00	317	17.84
2025-07-24	13F	Jfs 财富顾问有限公司		40	-2.44	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 2 基金标准类别		3,712	0.00	111	17.02
2025-08-14	13F	骏利亨德森集团有限公司		14,459	-85.60	432	-83.24
2025-07-11	13F/A	Umb Bank 北美/月		112	4.67	3	50.00
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		5,404	-4.22	135	-10.67
2025-07-28	NP	SAA - ProShares Ultra SmallCap600		609	-15.53	15	-21.05
2025-08-11	13F	Martingale 资产管理公司		39,176	0.51	1,169	18.34
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		101,261	6.70	2,598	-5.73
2025-08-29	NP	BSVO - EA Bridgeway Omni 小盘价值 ETF		186,496	5.32	5,563	24.04
2025-08-12	13F	保德信金融公司		43,207	26.62	1,838	25.12
2025-08-26	NP	PENN SERIES FUNDS INC - 小盘股指数基金		984	-9.23	29	7.41
2025-08-14	13F	PDT 合作伙伴有限责任公司		22,463	-32.64	670	-20.62
2025-08-19	13F	怀俄明州		13,380	70.36	399	101.52
2025-08-27	NP	Brighthouse Funds Trust II - MetLife Russell 2000 指数投资组合 A 类		11,781	0.00	351	17.79
2025-07-25	13F	亚飞财富		0	-100.00	0
2025-08-06	13F	LeClair财富合伙公司		58,314	0.00	1,740	17.74
2025-07-25	13F	俄勒冈州公务员退休基金		8,000	0.00	239	17.82
2025-06-26	NP	贝莱德基金 - iShares Total 美国股市指数基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1,931	0.00	50	-12.50
2025-08-25	NP	Calvert Variable Products, Inc. - Calvert VP Russell 2000 小型股指数投资组合 - I 类		3,405	0.00	102	17.44
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		6,226	17.25	160	3.25
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		36,170	-7.72	928	-18.45
2025-04-25	13F	维瑞特资产管理公司		0	-100.00	0
2025-05-09	13F	Haven Private, LLC		0	-100.00	0
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		1,331	7.51	40	25.81
2025-08-26	NP	EQ ADVISORS TRUST - EQ/2000 管理波动性投资组合 IB 级		38,981	4.45	1,163	22.96
2025-08-12	13F	贝莱德公司		5,738,072	-1.39	171,167	16.13
2025-07-25	NP	UCAGX - 基石积极基金		0	-100.00	0	-100.00
2025-08-11	13F	入口点资本有限责任公司		15,970	16.51	476	37.18
2025-08-27	NP	保诚系列基金 - 小盘股票投资组合 I 类		31,450	1.29	938	19.34
2025-08-15	NP	RYVFX - Royce小盘价值基金服务等级		28,340	0.00	845	17.85
2025-08-12	13F	维度基金顾问有限公司		2,429,380	5.06	72,478	23.74
2025-07-16	13F	阿拉斯加州税务部		20,852	7.46	1
2025-08-14	13F	联伯恩斯坦有限责任公司		121,906	-2.15	3,636	15.25
2025-06-25	NP	FYT - First Trust 小盘价值 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		25,385	-7.56	651	-18.32
2025-08-13	13F	华尔街眼资本有限责任公司		18,467		551
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		21,552	0.00	643	17.80
2025-08-07	13F	伊利诺伊州市政退休基金		18,530	2.45	553	20.52
2025-08-12	13F	嘉信理财投资管理公司		595,717	30.66	17,770	53.87
2025-08-27	NP	VTMSX - 先锋税务管理小型基金海军上将股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		206,836	-4.72	6,170	12.20
2025-08-14	13F	梅罗斯投资管理有限合伙人		176,881	79.83	5,276	111.80
2025-08-05	13F	亨廷顿国家银行		829	0.00	25	20.00
2025-06-26	NP	DFAS - 维度美国小型股 ETF		126,970	40.31	3,258	23.97
2025-05-15	13F	EP 财富顾问公司		0	-100.00	0
2025-06-25	NP	GCSIX - 高盛小型股股票洞察基金机构		10,868	0.00	279	-11.75
2025-08-14	13F	两西格码投资有限合伙人		0	-100.00	0
2025-08-20	NP	全国可变保险信托 - NVIT 多经理小盘价值基金 I 类		13,820	74.94	412	106.00
2025-06-25	NP	FAB - First Trust Multi Cap Value 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		4,677	10.00	120	-2.44
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		136,699	27.68	3,404	19.19
2025-08-12	13F	瑞士国家银行		63,000	-2.17	1,879	15.21
2025-08-14	13F	巴利亚斯尼资产管理有限公司		0	-100.00	0
2025-07-25	NP	NMSAX - 哥伦比亚小型股指数基金 A 类		66,744	-5.57	1,662	-11.88
2025-06-30	NP	VT - Vanguard Total World Stock Index Fund ETF 股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		20,788	0.00	533	-11.61
2025-08-06	13F	法国巴黎银行资产管理控股公司		247		0
2025-08-08	13F	SG美洲证券有限责任公司		4,421	-38.92	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		289,671	-4.48	8,641	12.49
2025-08-13	13F	德莱尔合伙人律师事务所		49,194	0.00	1,469	18.01
2025-08-29	NP	EES - WisdomTree 美国小型股基金不适用		25,201	1.73	752	19.78
2025-07-29	NP	SMXAX - SIIT 扩展市场指数基金 - A 类		5,702	0.00	142	-7.24
2025-08-28	NP	GMSMX - GuideMark(R) 中小盘核心基金服务股票		570	0.00	17	21.43
2025-06-18	NP	REBYX - 美国小盘Y类股票基金		33,351	224.62	856	186.91
2025-07-29	NP	DRISX - 北广场小型股价值基金 I 类		113,236	-12.68	2,820	-15.27
2025-08-13	13F	景顺有限公司		207,261	-0.51	6,183	17.15
2025-08-28	NP	VYSVX - Vericimetry 美国小型股价值基金		3,300	0.00	98	18.07
2025-07-30	NP	IUSCX - 费舍尔投资机构集团美国小型股股票基金		23	0.00	1
2025-06-20	NP	JSMD - Janus Henderson 中小盘增长 Alpha ETF		29,011	-32.75	744	-40.62
2025-06-18	NP	全国共同基金 - 全国基本全盘股票投资组合 R6 级		747	0.00	19	-9.52
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		4,179	0.00	125	18.10
2025-08-14	13F	Citadel 顾问有限公司	Call	19,000	287.76	567	356.45
2025-08-28	NP	XME - SPDR(R) S&P(R) 金属和矿业 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		698,331	0.09	20,831	17.88
2025-08-12	13F	XTX Topco有限公司		0	-100.00	0
2025-06-24	NP	TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 This fund is a listed as child fund of Northern Trust Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		3,611	-1.26	93	-13.21
2025-08-26	NP	NSIDX - 北方小盘股指数基金		15,237	3.74	455	22.04
2025-08-14	13F	德肖公司		9,530	-86.10	284	-83.64
2025-08-14	13F	Citadel 顾问有限公司		98,955	77.59	2,952	109.14
2025-08-27	NP	安联可变保险产品信托 - AZL 小盘股指数基金 2 级		11,429	1.40	341	19.30
2025-08-27	NP	JNL 系列信托 - JNL/RAFI 基本美国小型股基金 (A)		2,225	82.08	66	120.00
2025-07-29	NP	VMIAX - 先锋材料指数基金海军上将股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		93,228	-2.55	2,321	-9.02
2025-08-12	13F	全球退休合作伙伴有限责任公司		29	0.00	1
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		4,479	0.00	134	17.70
2025-08-26	NP	EQ ADVISORS TRUST - 1290 VT 小盘价值投资组合 IB 级		5,346	0.00	159	17.78
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		858	0.00	26	19.05
2025-08-19	NP	西北互助系列基金公司 - 600 指数股票投资组合		12,435	3.16	371	21.31
2025-07-08	13F	并行顾问有限责任公司		321	0.00	10	12.50
2025-07-09	13F	港湾资本顾问公司		10,147	3.47	0
2025-08-12	13F	奥肖内西资产管理有限公司		12,811	-20.47	382	-6.37
2025-05-08	13F	杰富瑞金融集团公司		0	-100.00	0
2025-08-12	13F	LPL 金融有限责任公司		21,397	9.86	638	29.41
2025-07-25	13F	奥泉环球投资控股有限公司		154,970	13.59	4,623	33.78
2025-07-28	NP	AVUVX - Avantis 美国小型价值基金机构类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		38,193	0.00	951	-6.58
2025-05-15	13F	韦斯资产管理有限公司		0	-100.00	0	-100.00
2025-07-28	NP	AVSBX - Avantis 美国小型股股票基金 G 类		4,688	57.10	117	46.84
2025-06-26	NP	USMIX - 扩展市场指数基金		3,854	-3.91	99	-15.52
2025-08-11	13F	道明沃特豪斯加拿大公司		150		5
2025-06-26	NP	TSMOX - TIAA-CREF 量化小型/中型股票基金退休类别		74,747	-10.77	1,918	-21.17
2025-08-27	NP	Jnl 系列信托 - Jnl/dfa 美国核心股票基金 (a)		2,280	-41.61	68	-30.61
2025-06-26	NP	ETTOX - E*TRADE 免费总市场指数基金		15		0
2025-08-08	13F	道明资本管理有限公司		34	0.00	1
2025-07-28	NP	AVSU - Avantis 责任美国股票 ETF		1,863	8.76	46	2.22
2025-08-15	NP	RCPFX - Royce Capital 基金 - 小盘股投资组合		63,721	0.00	1,901	17.72
2025-08-14	13F	弗默尔有限公司		40,229	8.33	1,200	27.66
2025-06-23	NP	SLPIX - 小盘股深度投资者类别		32	-11.11	1	-100.00
2025-07-25	13F	斯蒂芬斯咨询有限公司		0	-100.00	0
2025-08-14	13F	法国巴黎银行套利公司		3,492	50.91	104	79.31
2025-08-26	NP	TLSTX - 股票指数基金		702	0.00	21	17.65
2025-05-15	13F	星云研究与开发有限责任公司		0	-100.00	0
2025-05-16	13F	沃隆资本管理有限公司		0	-100.00	0
2025-08-12	13F	普利股权公司		0		0
2025-08-14	13F	雅各布斯利维股权管理公司		244,369	71.80	7,290	102.36
2025-07-15	13F	卡迪纳尔资本管理公司		16,498	2.67	492	20.88
2025-08-08	13F	英泰投资管理有限公司		12,495	-31.95	373	-20.00
2025-08-26	NP	EQ ADVISORS TRUST - ATM 小盘波动率管理投资组合 K 级		10,936	-2.55	326	14.79
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		136,519	-15.69	3,503	-25.52
2025-06-25	NP	FMAT - 富达 MSCI 材料指数 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		10,537	-22.74	270	-31.82
2025-05-15	13F	乐天投资管理公司		535	-35.93	14	-51.85
2025-07-29	NP	VFQY - Vanguard US Quality Factor ETF ETF 股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		0	-100.00	0	-100.00
2025-08-26	NP	Profunds - Profund 超小型股副总裁		115	-2.54	3	50.00
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		4,760	23.09	122	8.93
2025-08-27	NP	SEASONS SERIES TRUST - SA 多管理小型股投资组合 1 级		1,118	-1.06	33	17.86
2025-08-13	13F	文艺复兴科技有限公司		150,300	-1.12	4,483	16.44
2025-08-27	NP	JNL 系列信托 - JNL 小盘股指数基金 (I)		61,034	0.00	1,821	17.80
2025-07-29	NP	EBI-长景优势ETF		2,743	-0.58	68	-6.85
2025-04-22	NP	FSCC - 联邦 Hermes MDT 小型股核心 ETF		7	-82.05	0	-100.00
2025-08-12	13F	管家合伙人投资咨询有限公司		1,079	-6.01	32	10.34
2025-08-11	13F	海克斯康资本合伙人有限责任公司		0	-100.00	0
2025-08-14	13F	耆那全球有限公司		0	-100.00	0
2025-08-26	NP	GSCYX - 机构小型股股票基金		22,837	27.32	681	50.00
2025-07-16	13F	奥格合作伙伴有限责任公司		410	0.00	13	20.00
2025-08-05	13F	Tiaa 信托、全国协会		29,316	0.00	874	17.79
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		823,095	-5.57	24,553	11.21
2025-08-26	NP	AFMCX - Acuitas 美国微型资本基金机构股票		13,033	54.15	389	81.31
2025-08-08	13F/A	斯特林资本管理有限公司		872	55.16	26	85.71
2025-05-13	13F	挪威银行		0	-100.00	0
2025-04-29	NP	HSMNX - Horizon 美国防御性中小盘基金投资者类别		9,807	43.88	262	-14.43
2025-08-14	13F	维维恩基金管理有限责任公司		40,714		1,214
2025-08-27	NP	俄亥俄州国家基金公司 - ON Janus Henderson 风险投资组合		3,590	0.00	107	18.89
2025-08-14	13F	制造商人寿保险公司		16,875	1.15	503	19.19
2025-06-26	NP	DXUV-美国维度矢量股票 ETF		2,623		67
2025-08-20	NP	全国可变保险信托 - NVIT GS 小盘股票洞察基金 Y 级		7,305	0.00	218	17.30
2025-08-12	13F	Legal & General 集团有限公司		94,605	-1.74	2,822	15.75
2025-07-11	13F	远远财务顾问有限责任公司		12	-55.56	0
2025-08-26	NP	北方基金 - 北方小盘核心基金 K 类		8,866	-5.54	264	11.39
2025-08-13	13F	双峰财富顾问有限责任公司		41		1
2025-08-14	13F	富国银行/百万		30,784	5.71	918	24.56
2025-08-29	NP	JAFVX - 战略股权配置信托系列资产净值		4,987	6.36	149	25.42
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		35,961	2.42	1,073	20.58
2025-08-08	13F	SBI 证券股份有限公司		10	233.33	0
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		276,934	-16.58	7,106	-26.31
2025-08-26	NP	EQ ADVISORS TRUST - EQ/小型公司指数投资组合 IB 类		20,580	0.00	614	17.66
2025-08-26	NP	Profunds - Profund 小盘股价值副总裁		765	0.26	23	15.79
2025-06-18	NP	GMRAX - 全国小盘指数基金 A 类		2,805	0.00	72	-12.35
2025-04-29	NP	Zacks Trust - Zacks 小型股核心基金投资者类别股份		4,570	0.00	122	-40.69
2025-08-27	NP	FAEQX - PFM 多经理国内股票基金机构类		2,812	-9.00	84	6.41
2025-05-06	13F	伯尼公司/		0	-100.00	0
2025-08-11	13F	花旗集团		35,021	-29.02	1,045	-16.41
2025-06-27	NP	HAPS - 港湾企业文化小型股 ETF		10,050		258
2025-08-26	NP	SVAL - iShares 美国小型股价值因子 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		8,063	-3.92	241	13.21
2025-07-28	NP	AVUV - Avantis 美国小型股价值 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		237,764	141.15	5,920	125.18
2025-08-13	13F	马歇尔·韦斯律师事务所		11,495		343
2025-08-28	NP	QCSTRX - 股票账户类别 R1		55,440	-28.22	1,654	-15.49
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		16,027	2.13	411	-9.67
2025-08-26	NP	NVSOX - 富国银行纪律小盘基金管理员班		5,484	-8.95	164	7.24
2025-05-29	NP	TPSC - Timothy Plan 美国小盘股核心 ETF		7,705	12.71	195	-10.14
2025-06-26	NP	TISBX - TIAA-CREF 小型股混合指数基金机构类别		42,462	0.00	1,090	-11.68
2025-08-05	13F	纽约梅隆银行		342,381	1.47	10,213	19.51
2025-08-22	NP	德意志 DWS 变量系列 II - DWS 小中型价值 VIP A 级		11,065	0.00	330	17.86
2025-07-24	13F	IFP 顾问公司		0	-100.00	3	-50.00
2025-08-27	NP	JNL 系列信托 - JNL/DFA 美国小型股基金 (A)		9,020	0.00	269	17.98
2025-08-29	NP	JAEWX - 小盘股指数信托资产净值		6,441	3.07	192	21.52
2025-07-31	13F	奎斯特合作伙伴有限责任公司		1,153		34
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		3,105	12.34	93	31.43
2025-08-14	13F	匡蒂诺资本管理有限公司		10,486		313
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		16,439	0.00	422	-11.74
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		195,033	-4.61	5,818	12.32
2025-08-15	13F	田纳西州财政部		18,808	48.00	561	74.77
2025-07-30	NP	FSAKX - 战略顾问美国全股票基金		2,600	-53.57	65	-57.05
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		1,189	0.00	35	16.67
2025-08-14	13F	拉扎德资产管理公司		25,302	8.74	1
2025-06-23	NP	UAPIX - 超小盘深度投资者类别		332	-29.96	9	-38.46
2025-08-29	NP	DES - WisdomTree 美国小型股股息基金不适用		84,467	3.89	2,520	22.34
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		21,634	-4.77	539	-11.07
2025-08-27	NP	BBTSX - Bridge Builder 税务管理中小型股基金		455	0.00	14	18.18
2025-08-25	NP	美国互助投资公司 - 小盘股票指数基金类别		4,533	-11.12	135	4.65
2025-08-12	13F	Nuveen有限责任公司		308,222	-12.28	9,194	3.30
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		23,759	0.00	709	17.80
2025-08-13	13F	诚信合作伙伴有限责任公司		8,399	-65.48	251	-59.42
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		107,541	122.39	2,678	74.97
2025-05-28	NP	主投资组合 - 活跃股票主投资组合活跃股票投资组合		3,590	-50.06	91	-60.53
2025-06-26	NP	DFAU - 维度美国核心股票市场 ETF		11,471	97.33	294	75.00
2025-07-22	NP	FSTBX - 联邦全球配置基金 A 类股票 This fund is a listed as child fund of Federated Hermes, 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	-37.40	10	-43.75
2025-08-08	13F	创意策划		14,829	1.29	442	19.46
2025-08-28	NP	SSBIX - 道富平衡指数基金 K 类		210	0.00	6	20.00
2025-08-12	13F	SRS 资本顾问公司		34		1
2025-08-11	13F	科罗拉多州公共雇员退休协会		1,710	0.00	0
2025-06-25	NP	富国银行主信托 - 富国银行小型公司价值投资组合小型公司价值投资组合		118,715	24.97	3,046	10.40
2025-08-13	13F	西北互助财富管理公司		4,696	0.62	140	18.64
2025-07-25	NP	PICK - iShares MSCI 全球金属和矿业生产商 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		25,208	-2.20	628	-8.73
2025-06-26	NP	DFUV - 维度美国市场价值 ETF		10,374	6.62	266	-5.67
2025-05-29	NP	PABAX - Putnam动态资产配置平衡基金A类股票		2,527	10.98	64	-11.11

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