WSBC 机构投资人持股和股东 韦斯银行 (NasdaqGS) 股票

韦斯银行
US ˙ NasdaqGS ˙ US9508101014

基本统计
机构股东 575 total, 572 long only, 2 short only, 1 long/short - change of 0.52% MRQ
平均投资组合配置 0.1485 % - change of 9.50% MRQ
已发行股票 shares (source: Capital IQ)
法人股(长期) 82,639,996 - 86.09% (ex 13D/G) - change of 4.16MM shares 5.30% MRQ
制度价值(长期) $ 2,561,314 USD ($1000)
机构投资人持股和股东

WesBanco, Inc. (US:WSBC) 有 575 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 82,642,997 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., Dimensional Fund Advisors Lp, State Street Corp, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Wellington Management Group Llp, Geode Capital Management, Llc, IWM - iShares Russell 2000 ETF, NAESX - Vanguard Small-Cap Index Fund Investor Shares, and Macquarie Group Ltd .

WesBanco, Inc. (NasdaqGS:WSBC)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 31.88 / share. Previously, on September 12, 2024, the share price was 30.04 / share. This represents an increase of 6.13% over that period.

WSBC / WesBanco, 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。

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。

WSBC / WesBanco, 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)
2025-04-24 13G/A 贝莱德公司 5,355,688 6,810,991 27.17 7.10 -21.11
2025-02-10 13G/A 惠灵顿管理集团有限公司 3,899,070 1,816,451 -53.41 2.70 -58.72
2025-01-23 13G/A 维度基金顾问有限公司 4,250,549 4,062,518 -4.42 6.10 -15.28
13F和NPORT备案

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

更新 解锁高级数据并导出到Excel .

文件日期 来源 投资者 类型 平均价格
(Est)
股份 Δ 股份
(%)
报告
价值
($1000)
Δ 价值
(%)
投资组合配置
(%)
2025-07-17 13F 健全收入策略有限责任公司 1,478 0.00 47 2.22
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent 适度激进配置投资组合 A 类 8,338 505.52 264 526.19
2025-08-13 13F 麦肯齐金融公司 0 -100.00 0
2025-08-14 13F EJF资本有限责任公司 131,537 -30.90 4,161 -29.41
2025-06-24 NP BBSC - 摩根大通 BetaBuilders 美国小盘股 ETF 33,308 60.21 992 36.13
2025-08-13 13F F/M 投资有限责任公司 142,851 0.49 4,518 2.68
2025-08-27 NP BBGSX - Bridge Builder 中小型股成长基金 1,357 43
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 指数投资组合 A 类 34,114 10.78 1,079 13.22
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent 适度保守配置投资组合 A 类 2,109 506.03 67 560.00
2025-08-14 13F 长荣资本管理有限公司 17,874 -2.00 572 0.00
2025-08-26 NP EQ ADVISORS TRUST - EQ/小型公司指数投资组合 IB 类 52,923 13.49 1,674 15.94
2025-08-14 13F Ieq资本有限公司 57,243 201.10 1,811 207.82
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 4,692 48.29 140 26.36
2025-08-04 13F 巴恩斯丹尼格私人财富管理有限公司 40 0.00 1 0.00
2025-06-25 NP GSATX - 高盛小盘价值洞察基金 A 类 117,486 -0.22 3,499 -15.20
2025-08-13 13F 大都会人寿投资管理有限公司 56,512 11.69 1,787 14.11
2025-08-01 13F 百富勤资本管理有限公司 174,915 -3.24 5,533 -1.14
2025-07-25 NP CZMSX - 多管理人小盘股票策略基金机构类别 69,660 119.28 2,144 98.33
2025-08-14 13F 联信银行 6,996 -3.17 221 -0.90
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 430,839 63.70 13,261 43.69
2025-08-08 13F Geode资本管理有限公司 2,389,477 7.77 75,588 10.09
2025-05-14 13F 扎克斯投资管理公司 0 -100.00 0
2025-06-26 NP TMAAX - Thrivent 适度激进配置基金 A 类 4,518 0.29 135 -14.65
2025-07-15 13F Bfsg 有限公司 40,387 2.76 1,277 5.02
2025-08-11 13F Wbi 投资公司 25,112 794
2025-07-25 13F CWM有限公司 23,422 88.87 1
2025-08-11 13F 野村资产管理有限公司 1,080 0.00 34 3.03
2025-08-14 13F 地平线投资有限责任公司 7,123 0.00 225 2.27
2025-08-14 13F 美国银行 /de/ 1,766,662 -2.73 55,880 -0.62
2025-08-28 NP KBE - SPDR(R) 标准普尔银行 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 482,144 -26.82 15,250 -25.24
2025-08-13 13F 亚利桑那州退休系统 27,903 8.98 883 11.36
2025-08-15 13F 资源管理公司 /ct/ /adv 0 -100.00 0
2025-08-27 NP 安联可变保险产品信托 - AZL DFA 美国核心股票基金 4,306 0.00 136 2.26
2025-08-14 13F 两西格码投资有限合伙人 163,268 -35.58 5,164 -34.19
2025-08-12 13F Elo 相互养老保险公司 0 -100.00 0
2025-06-18 NP NWHDX - 全国贝拉德认知价值基金 A 类 23,042 8.47 686 -7.80
2025-08-04 13F 坎顿哈撒韦有限责任公司 15,762 0.00 0
2025-06-26 NP DFSU - 维度美国可持续发展核心 1 ETF 4,514 57.56 134 34.00
2025-08-26 NP PSOPX - 摩根大通小盘价值基金 I 类 101,735 -1.29 3,218 0.85
2025-08-15 13F 塔尔研究资本有限责任公司(TRC) 10,785 64.66 341 68.81
2025-08-04 13F 罗布尔·贝尔科公司 2,399 0.00 0
2025-07-24 NP FCFMX - 富达系列总市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 135,872 53.22 4,182 34.51
2025-07-31 13F 奥本海默资产管理公司 61,261 -2.43 1,938 -0.31
2025-08-14 13F 沃亚投资管理有限公司 25,659 -25.59 812 -23.99
2025-08-08 13F 美国信安金融集团 37,463 3.25 1,185 5.43
2025-07-17 13F 詹尼资本管理有限公司 21,691 0.00 1
2025-08-18 NP 太平洋精选基金 - PD 小盘成长指数投资组合 P 类 197 6
2025-08-14 13F 未来资产全球ETFS控股有限公司 51,920 1.60 1,642 3.79
2025-06-26 NP DCOR - 维度美国核心股票 1 ETF 5,554 56.72 165 33.06
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 417,868 7.38 12,444 -8.73
2025-08-13 13F Centiva 资本有限合伙人 8,523 -45.75 270 -44.65
2025-08-14 13F 巴利亚斯尼资产管理有限公司 11,580 366
2025-08-28 NP CSB - VictoryShares 美国小型股高股息波动性 Wtd ETF 77,671 0.00 2,457 2.16
2025-08-27 NP BBVSX - Bridge Builder 中小盘价值基金 43,237 6.23 1,368 8.49
2025-07-22 13F 达文波特有限公司 17,488 -2.24 553 0.00
2025-05-29 NP CSA - VictoryShares 美国小盘股波动性 Wtd ETF 1,575 -33.77 49 -37.66
2025-07-08 13F 西北及道德投资有限公司 0 -100.00 0 -100.00
2025-05-14 13F 景观资本管理有限公司 0 -100.00 0
2025-05-14 13F ExodusPoint 资本管理公司 0 -100.00 0
2025-05-28 NP QCEQRX - 股票指数账户类别 R1 37,247 76.55 1,153 68.08
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB 小型股成长投资组合 IB 类 33,598 0.00 1,063 2.12
2025-08-06 13F 方正金融证券有限公司 7,612 0.00 241 6.19
2025-08-12 13F 摩根大通公司 683,842 -10.73 21,630 -8.80
2025-08-14 13F 门登资本顾问公司 25,000 -50.00 791 -48.97
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 23,900 10.17 736 -3.29
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 279,496 -1.74 8,603 -13.76
2025-08-01 13F 德克萨斯州教师退休制度 14,502 4.02 459 6.26
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 55,428 0.00 1,753 2.16
2025-08-22 NP FESM - 富达增强型小型股 ETF 357,612 10.95 11,311 13.35
2025-08-26 NP Profunds - Profunds 小型股副总裁 216 11.34 7 0.00
2025-08-11 13F Avantax 规划合作伙伴公司 48,473 0.00 1,533 2.20
2025-08-11 13F EMC资本管理公司 2,606 -81.69 0
2025-08-26 NP IWV - iShares Russell 3000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 23,869 -0.76 755 1.34
2025-07-29 13F 私人财富管理集团有限责任公司 75 0.00 2 0.00
2025-08-26 NP Profunds - Profunds 副总裁银行 1,385 -7.42 44 -6.52
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 12,206 12.97 386 15.57
2025-08-14 13F 科学技术研究有限责任公司 0 -100.00 0
2025-08-08 13F 艾伯塔省投资管理公司 0 -100.00 0
2025-08-14 13F 阳光地带证券公司 0 -100.00 0
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 6,910 46.27 213 28.48
2025-08-14 13F 布里奇威资本管理公司 458,606 96.62 14,506 100.87
2025-06-26 NP FAFDX - 富达顾问金融服务基金 A 类 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 128,800 1.50 3,836 -13.74
2025-05-02 13F 资本 A 财富管理有限责任公司 177 5
2025-08-12 13F 富兰克林资源公司 41,155 2.16 1,302 4.33
2025-07-29 NP EBI-长景优势ETF 932 657.72 29 600.00
2025-07-31 13F 剑桥投资研究顾问公司 52,668 34.25 2 0.00
2025-05-29 NP SEASONS 系列信托 - SA 多管理适度增长投资组合 1 级 292 65.91 9 80.00
2025-05-22 NP ROSC - 哈特福德多因素小盘股 ETF 2,555 5.80 79 1.28
2025-08-13 13F 琼斯金融公司有限责任公司 1,316 38.38 42 41.38
2025-08-14 13F CoreCap 顾问有限责任公司 10,520 -1.02 333 0.91
2025-08-08 13F Pnc 金融服务集团公司 6,819 -18.54 216 -16.99
2025-07-25 13F LRI 投资有限责任公司 179 0.00 6 0.00
2025-08-04 13F 翡翠共同基金顾问信托 140,653 16.22 4,449 18.74
2025-08-14 13F 加州教师退休制度 89,153 1.08 2,820 3.26
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 213,968 53.87 6,372 30.77
2025-08-12 13F 恒线顾问公司 142,925 6.85 4,521 9.15
2025-07-08 13F 上升顾问有限责任公司 2 0.00 0
2025-08-08 13F KBC 集团 2,716 -41.90 0
2025-07-28 NP VVSCX - 小盘价值基金 22,645 175.42 697 142.01
2025-08-18 13F/A Kestra 投资管理有限责任公司 72 2
2025-07-15 13F 第五第三银行 4,300 -19.94 136 -18.07
2025-05-22 NP IPSIX - Voya 指数加上小型股投资组合 I 类 11,454 -8.38 355 -18.99
2025-08-14 13F 水手有限责任公司 15,466 13.25 489 15.88
2025-08-12 13F 全球退休合作伙伴有限责任公司 188 -7.39 6 -16.67
2025-07-10 13F 穆迪国家银行信托部 36,749 0.12 1,162 2.29
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 24,512 33.97 730 13.73
2025-08-14 13F 瑞银集团 174,873 27.63 5,531 30.42
2025-08-13 13F 帕克沃斯财富管理有限公司 2 0.00 0
2025-08-13 13F 北方信托公司 938,812 -10.20 29,695 -8.25
2025-08-27 NP JNL 系列信托 - JNL/DFA 美国小型股基金 (A) 16,275 -6.51 515 -4.46
2025-07-28 NP SMDV - ProShares Russell 2000 Dividend Growers ETF 213,394 0.97 6,568 -11.37
2025-08-11 13F 启发顾问有限责任公司 0 -100.00 0
2025-08-26 NP JPSV - 摩根大通活跃小盘价值 ETF 8,040 17.56 254 20.38
2025-08-13 13F 资本基金管理公司 32,016 1,013
2025-04-14 13F 布鲁斯·艾伦投资有限责任公司 0 0
2025-08-04 13F 阿特里亚投资有限公司 26,881 -7.76 850 -5.76
2025-08-14 13F Citadel 顾问有限公司 Call 0 -100.00 0
2025-08-13 13F 汇丰控股有限公司 9,184 -83.13 292 -82.74
2025-06-24 NP 创新者 ETF 信托 - 创新者美国小型股管理式 ETF 1,265 129.58 38 94.74
2025-08-06 13F 真实财富设计有限责任公司 493 49,200.00 16
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 433,604 39.04 12,913 18.17
2025-08-12 13F 希尔斯代尔投资管理公司 0 -100.00 0
2025-08-29 NP JAFVX - 战略股权配置信托系列资产净值 13,701 10.27 433 12.76
2025-07-15 13F 肯塔基信托公司 3,861 0.00 122 2.52
2025-07-21 13F 未来资产环球投资有限公司 0 -100.00 0
2025-07-25 13F 约翰逊投资顾问公司 13,655 69.33 432 73.09
2025-08-06 13F 韦德布什证券公司 0 -100.00 0
2025-08-28 NP QCSTRX - 股票账户类别 R1 236,449 103.33 7,479 107.72
2025-06-18 NP 全国共同基金 - 全国基本全盘股票投资组合 R6 级 2,349 36.49 70 15.00
2025-07-24 13F CWM 顾问有限责任公司 12,281 7.82 388 10.23
2025-06-27 NP RSSL - Global X Russell 2000 ETF 52,155 59.05 1,553 35.28
2025-08-14 13F 瑞银资产管理美洲公司 271,143 25.21 8,576 27.92
2025-08-12 13F CIBC 私人财富集团有限责任公司 280 0.00 9 14.29
2025-08-26 NP IJSIX - VY(R) 摩根大通小盘核心股票投资组合 I 类 4,084 -9.10 129 -7.19
2025-07-18 13F 第一太平金融 0 -100.00 0
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 5,904 37.56 176 16.67
2025-08-14 13F 简街集团有限责任公司 56,741 -57.48 1,795 -56.56
2025-08-11 13F 科维斯特有限公司 1,729 3,742.22 0
2025-08-12 13F 河滨投资集团有限责任公司 18,000 0.00 569 2.15
2025-05-05 13F PCA投资咨询服务公司 0 -100.00 0
2025-08-29 NP JAEWX - 小盘股指数信托资产净值 17,710 7.88 560 10.24
2025-08-08 13F 贝拉德公司 12,659 -27.42 400 -25.93
2025-08-05 13F 蒙特利尔银行/can/ 20,553 -0.27 650 1.88
2025-08-29 NP JAFEX - 总股票市场指数信托资产净值 1,094 -28.73 35 -27.66
2025-08-07 13F Campbell & CO 投资顾问有限责任公司 22,155 701
2025-09-04 13F/A 顾问集团控股公司 150,637 108.00 4,765 112.49
2025-07-18 13F 菲利普·詹姆斯财富管理有限责任公司 7,845 0.00 248 2.48
2025-08-25 NP MMYAX - MassMutual 选择小型公司价值基金 A 类 0 -100.00 0 -100.00
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 38,934 46.09 1,159 24.22
2025-08-11 13F GW&K 投资管理有限公司 54,794 -3.63 2 0.00
2025-07-24 13F 卡伦家族办公室有限责任公司 7,732 245
2025-08-12 13F 动态技术实验室私人有限公司 0 -100.00 0
2025-08-28 NP SSTIX - 道富总回报 VIS 基金 1 类股票 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 2,582 40.40 82 44.64
2025-08-27 NP RYDEX 可变信托 - 多重对冲策略基金可变年金 0 -100.00 0
2025-07-22 13F 湾港财富管理有限责任公司 2 100.00 0
2025-08-14 13F 萨斯奎哈纳国际集团有限责任公司 Call 29,900 -7.14 946 -5.12
2025-07-28 NP UWM - ProShares Ultra Russell2000 8,563 21.24 264 6.48
2025-08-14 13F 萨斯奎哈纳国际集团有限责任公司 Put 10,800 58.82 342 62.38
2025-08-14 13F 惠灵顿管理集团有限责任公司 2,399,263 -2.33 75,889 -0.21
2025-07-21 13F 柯伦金融合作伙伴有限责任公司 7,001 0.00 221 2.31
2025-08-26 NP VVICX - Voya VACS 指数系列 SC 投资组合 6,606 16.28 209 18.86
2025-05-15 13F 曼氏集团 0 -100.00 0
2025-07-22 13F HFM投资顾问有限责任公司 3 50.00 0
2025-08-14 13F 萨斯奎哈纳国际集团有限责任公司 225,345 -14.73 7,128 -12.88
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 管理波动性投资组合 IB 级 110,921 11.10 3,508 13.49
2025-05-14 13F 华尔街眼资本有限责任公司 0 -100.00 0
2025-07-31 13F 沃尔德伦私人财富有限责任公司 13,021 0.00 417 2.21
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 2,041 71.08 65 77.78
2025-08-13 13F 格伦登资本管理有限公司 909,091 18.20 28,755 20.76
2025-07-31 13F 尼萨投资顾问有限公司 831 56.79 26 62.50
2025-07-28 NP AVSU - Avantis 责任美国股票 ETF 40 -95.92 1 -97.06
2025-06-24 NP CSQIX - MANTEIO MULTIALTERNATIVE STRATEGY FUND I 类股份 10,810 322
2025-07-21 13F 山顶国家银行 3,417 35.70 108 33.33
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 2,337,586 -0.34 73,938 1.82
2025-07-17 13F 风险投资远见伙伴有限责任公司 33,116 12.15 1,047 14.55
2025-08-13 13F 箭街资本有限合伙企业 163,517 -7.73 5,172 -5.72
2025-05-05 13F 林布鲁克资本有限公司 2,651 181.72 82 173.33
2025-07-17 13F 珍尼·蒙哥马利·斯科特有限责任公司 9,092 -38.33 0
2025-07-24 13F 资本顾问有限公司 256 0.00 0
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent 积极配置投资组合 A 类 2,657 506.62 84 546.15
2025-08-14 13F Optiver控股有限公司 634 -4.08 20 0.00
2025-08-07 13F Parkside 金融银行与信托 15 -67.39 0 -100.00
2025-08-15 NP Guardian 可变产品信托 - Guardian Small Cap Core VIP 基金 54,270 -43.25 1,717 -29.90
2025-07-30 13F 舒尔霍夫公司 41,535 0.00 1,314 2.18
2025-06-27 NP DPST - Direxion 每日区域银行看涨 3 倍股票 66,732 11.87 1,987 -4.93
2025-07-28 NP ITWO - ProShares Russell 2000 高收益 ETF 1,456 44.59 45 25.71
2025-08-13 13F 罗素投资集团有限公司 235,678 60.50 7,455 63.97
2025-08-06 13F 南州公司 5 0.00 0
2025-08-12 13F 美洲投资伙伴公司 9,672 13.41 306 15.53
2025-08-08 13F 哈特兰有限公司 21,287 2,140.74 673 2,220.69
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 28,615 46.16 852 24.20
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 871,293 53.61 25,947 30.55
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 45,831 0.00 1,450 2.19
2025-08-14 13F 两个西格玛证券有限公司 6,628 -13.09 210 -11.44
2025-08-29 NP DHS - WisdomTree 美国高股息基金 不适用 49,370 2.00 1,562 4.21
2025-06-27 NP SUNAMERICA SERIES TRUST - SA 小型股指数投资组合 1 级 9,754 52.91 290 30.04
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 671,186 54.38 19,988 31.20
2025-08-12 13F 美国世纪公司 243,517 -58.63 7,702 -57.74
2025-08-14 13F 原子投资者有限合伙人 15,348 485
2025-08-27 NP Jnl 系列信托 - Jnl/dfa 美国核心股票基金 (a) 7,241 0.00 229 2.23
2025-08-12 13F/A 波士顿合作伙伴 109,517 100.58 3,464 104.97
2025-08-26 NP EQ ADVISORS TRUST - ATM 小盘波动率管理投资组合 K 级 31,018 7.08 981 9.49
2025-08-19 NP RIFBX - 美国小型股票基金 18,019 58.84 570 62.11
2025-06-27 NP PEY - 景顺高收益股票股息实现者 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 618,453 -10.58 18,418 -24.00
2025-07-25 13F 红杉财务顾问有限责任公司 59,963 5.71 1,897 7.97
2025-08-14 13F 高盛集团公司 1,038,165 -32.73 32,837 -31.27
2025-08-11 13F 授权基金有限责任公司 260,366 -14.88 8,235 -13.03
2025-08-11 13F 先锋集团公司 9,615,787 2.15 304,147 4.37
2025-08-28 NP DTSVX - 小型公司价值投资组合投资类别 936 0.00 30 3.57
2025-07-28 NP MCSCX - M3Sixty 小型股成长基金机构类股票 3,467 7.77 107 -5.36
2025-08-07 13F 奥尔沃斯金融有限公司 6,570 83.21 208 93.46
2025-07-28 NP URTY - ProShares UltraPro Russell2000 6,281 6.75 193 -6.31
2025-08-04 13F 俄亥俄州 2,500 -48.98 79 -47.68
2025-08-25 NP TMVAX - RBC Microcap Value Fund A 股 5,719 -66.40 181 -65.78
2025-08-20 NP 全国可变保险信托 - NVIT GS 小盘股票洞察基金 Y 级 12,734 0.00 403 2.03
2025-08-04 13F 联合银行 2,959 0.00 0
2025-08-12 13F XTX Topco有限公司 0 -100.00 0
2025-08-27 NP HRSMX - 胡德河小型股成长基金机构股 615,198 19,459
2025-08-28 NP IWO - iShares Russell 2000 Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 54,103 1,711
2025-05-29 NP SEASONS 系列信托 - SA 多管理增长投资组合 1 级 211 59.85 7 50.00
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 939 -69.31 28 -74.77
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 57,960 8.83 1,726 -7.50
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 38,299 7.47 1,179 -5.68
2025-08-12 13F 德意志银行\ 65,212 -7.70 2,063 -5.72
2025-06-26 NP KCXIX - Knights of Columbus 美国全盘指数基金 I 股 386 66.38 12 37.50
2025-08-27 NP JNL 系列信托 - JNL/RAFI 基本美国小型股基金 (A) 7,947 12.45 251 15.14
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT 小盘价值投资组合 IB 级 14,334 1.67 453 3.90
2025-08-13 13F 佛罗里达州退休系统国家管理局 24,554 0.00 777 2.11
2025-08-27 NP Brighthouse Funds Trust I - 摩根大通小盘价值投资组合 A 类 27,299 0.74 863 2.98
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 28,083 0.00 864 -12.20
2025-08-14 13F Citadel 顾问有限公司 Put 0 -100.00 0
2025-08-14 13F Mml 投资者服务有限公司 9,105 4.90 0
2025-08-20 NP RUSC - 美国小型股主动型股票ETF 1,602 51
2025-08-13 13F 安大略省医疗保健养老金计划信托基金 50,000 1,582
2025-08-26 NP BOSVX - Omni 小盘价值基金 N 类 198,240 -15.01 6,270 -13.17
2025-08-13 13F 宽博科技有限公司 28,205 892
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 3,477 5.40 110 6.86
2025-07-28 NP MSSM - 摩根士丹利 Pathway 中小型股 ETF 4,166 68.73 128 48.84
2025-08-28 NP SSBIX - 道富平衡指数基金 K 类 562 0.00 18 0.00
2025-08-13 13F 联合爱马仕有限公司 1,435 71.86 45 80.00
2025-08-14 13F Qube研究与技术有限公司 0 -100.00 0
2025-08-28 NP SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 257 3.63 8 14.29
2025-06-23 NP UAPIX - 超小盘深度投资者类别 878 4.65 26 -10.34
2025-08-26 NP EQ ADVISORS TRUST - EQ/摩根士丹利小型股成长投资组合 IB 级 988 31
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master 小盘股指数系列 164,121 14.60 5,191 17.10
2025-05-15 13F 都铎投资公司等 0 -100.00 0
2025-08-04 13F 翡翠顾问有限公司 383,527 3.99 12,131 6.24
2025-07-17 13F 迪努佐私人财富有限公司 22,814 -0.33 722 1.84
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 5,054 52.55 160 55.88
2025-08-14 13F Polymer资本管理(美国)有限责任公司 0 -100.00 0
2025-08-14 13F 雷蒙德詹姆斯金融公司 205,319 6.69 6,494 9.00
2025-07-14 13F 蛋白石财富顾问有限责任公司 1,009 -7.43 32 -6.06
2025-08-27 13F/A Squarepoint Ops LLC 24,871 -60.40 787 -59.57
2025-08-08 13F 拉森金融集团有限责任公司 1 0.00 0
2025-08-26 NP JDSCX - 摩根大通小型股混合基金 I 类 254,217 5.53 8,041 7.80
2025-07-28 13F 布林莫尔信托公司 263 0.00 8 0.00
2025-08-08 13F 新泽西州警察和消防员退休系统 21,754 19.70 688 22.42
2025-08-14 13F HRT金融有限责任公司 0 -100.00 0
2025-08-20 NP ASMOX - AQR 小盘动量型基金 I 类 3,441 109
2025-06-26 NP AALGX - Thrivent 全球股票基金 A 类 3,035 0.23 90 -15.09
2025-08-12 13F SRS 资本顾问公司 169 19.86 5 25.00
2025-07-15 13F SJS投资咨询公司 79,622 0.10 2,518 2.27
2025-08-12 13F 创始人金融联盟有限责任公司 0 -100.00 0
2025-07-15 13F 毅力家族办公室有限责任公司 20 1
2025-08-04 13F AMG 国家信托银行 11,035 0.00 349 2.35
2025-08-13 13F 纽约州共同退休基金 620,352 0.07 20 0.00
2025-08-29 NP EES - WisdomTree 美国小型股基金 不适用 47,796 -0.65 1,512 1.48
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 38,834 -16.67 1,228 -14.84
2025-06-26 NP TISEX - TIAA-CREF 机构级量化小型股票基金 365,620 40.03 10,888 19.01
2025-08-18 NP 太平洋精选基金 - 小盘股指数投资组合 I 类 25,597 13.78 810 16.24
2025-08-29 NP DGRS - WisdomTree 美国小型股优质股息增长基金 不适用 155,832 -2.06 4,929 0.04
2025-07-24 NP BDSIX - 贝莱德优势小型核心基金机构股 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 603,348 69.42 18,571 48.70
2025-08-08 13F 史密斯菲尔德信托公司 49,152 0.00 2 0.00
2025-08-12 13F 科尔德斯特里姆资本管理公司 0 -100.00 0
2025-06-26 NP ETTOX - E*TRADE 免费总市场指数基金 13 0
2025-08-12 13F 奥肖内西资产管理有限公司 0 -100.00 0
2025-08-14 13F 德肖公司 0 -100.00 0
2025-08-13 13F 第一信托顾问有限公司 1,281,260 949.34 40,526 972.12
2025-08-12 13F 认可财富管理有限责任公司 210 0.00 7 0.00
2025-08-14 13F Xponance公司 7,364 13.15 233 15.42
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 2,092 51.70 66 57.14
2025-08-25 NP SQLV - Legg Mason 小型股优质价值 ETF 1,477 -26.63 47 -25.81
2025-08-15 13F CI 私人财富有限责任公司 98,168 105.74 3,105 110.22
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 15,058 47.19 448 25.14
2025-08-07 13F ProShare 顾问有限责任公司 212,679 -9.71 6,727 -7.75
2025-08-14 13F 采石场LP 1,009 -30.12 32 -29.55
2025-06-27 NP EBIT - Harbor AlphaEdge 小型股收益者 ETF 546 88.93 16 60.00
2025-08-08 13F Avantax 咨询服务公司 38,285 0.94 1,211 3.07
2025-08-14 13F 千禧管理有限公司 129,527 763.00 4,097 782.76
2025-08-12 13F 克利尔街市场有限责任公司 0 -100.00 0
2025-08-28 NP IWN - iShares Russell 2000 价值 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 793,772 -0.02 25,107 2.15
2025-05-27 NP NOSGX - 北方小盘价值基金 114,613 9.29 3,548 3.99
2025-06-25 NP HSPGX - Emerald Growth 基金 A 类 30,124 897
2025-08-12 13F 德国商业银行 17,100 0.00 1
2025-08-28 NP WBIY - WBI功率因数高股息ETF 25,112 286.22 794 276.30
2025-07-28 NP VCSLX - 小盘股指数基金 36,497 65.96 1,123 45.65
2025-08-12 13F Jw 科尔顾问公司 9,219 32.70 292 35.35
2025-08-28 NP CUSRX - 卡伦小盘价值基金零售类 13,648 -8.40 432 -6.51
2025-05-15 13F 沃洛里奇投资管理有限公司 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 1 基金标准类别 8,319 0.00 263 2.33
2025-07-14 13F 公园大道证券有限公司 6,507 0
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 12,935 35.02 385 14.93
2025-08-14 13F FJ资本管理有限公司 75,085 -83.13 2,375 -82.77
2025-08-28 NP TPMN - 蒂莫西计划市场中性 ETF 2,511 -3.76 79 -1.25
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 61,461 48.11 1,830 25.86
2025-08-04 13F 克里克穆尔资产管理有限责任公司 641 1.10 20 5.26
2025-08-12 13F 普利股权公司 Put 0 0
2025-08-12 13F 普利股权公司 Call 0 0
2025-06-26 NP DFAT - 维度美国目标价值 ETF 618,359 37.72 18,415 17.04
2025-08-12 13F 普利股权公司 0 0
2025-08-13 13F 布兰特点投资管理有限公司 420,000 32.88 13,285 35.76
2025-07-29 NP WPGTX - WPG 合作伙伴小/微型价值基金机构 9,407 290
2025-08-27 NP RYRUX - Russell 2000 2x 策略基金 A 级股票 483 11.03 15 15.38
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 2,056 7.59 63 -5.97
2025-08-26 13F/A 路德教会的 Thrivent 金融 42,849 29.11 1 0.00
2025-06-26 NP DFEOX - 美国核心股票 1 投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 174,440 36.24 5,195 15.78
2025-07-17 13F 城市控股公司 4,200 0.00 133 2.33
2025-08-13 13F 马歇尔·韦斯律师事务所 0 -100.00 0
2025-08-14 13F 阿默普莱斯金融公司 155,599 3.41 4,922 5.65
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 33,139 -40.48 987 -49.46
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 1,402,528 45.80 41,767 23.92
2025-08-04 13F HBK 资源咨询有限责任公司 12,414 28.18 393 31.10
2025-08-12 13F MAI资本管理 4,997 -6.74 158 -4.24
2025-06-26 NP DFUS - 维度美国股票 ETF 27,091 77.61 807 50.94
2025-08-27 NP HCEGX - 成长型股票投资组合 HC 战略股票 7,014 0.00 222 1.84
2025-08-05 13F Simplex 贸易有限公司 Put 100 0
2025-07-23 NP CFSLX - 专栏小型股基金 18,988 584
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 5,094 -74.22 152 -78.18
2025-08-01 13F 贝西默集团公司 265 0.00 0
2025-06-25 NP HSSAX - Emerald 银行及金融基金 A 类 19,631 585
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 54,597 -51.41 1,680 -57.36
2025-07-29 13F 弗吉尼亚退休系统等 14,900 471
2025-08-14 13F 安科拉顾问有限责任公司 20,292 0.00 642 2.07
2025-07-28 13F Axxcess 财富管理有限公司 11,873 -0.29 376 1.90
2025-05-06 13F Proficio 资本合作伙伴有限责任公司 0 -100.00 0 -100.00
2025-08-28 NP KRE - SPDR(R) S&P Regional Banking(SM) 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 672,852 13.37 21,282 15.83
2025-07-23 13F 钢峰财富管理有限公司 7,465 2.56 239 4.39
2025-08-13 13F 胜利资本管理公司 180,499 64.31 5,709 67.86
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent 适度配置投资组合 A 类 8,742 507.93 277 527.27
2025-07-16 13F 签名有限责任公司 4,503 -5.52 142 -3.40
2025-05-29 NP ASQIX - 小公司基金投资者类别 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 14,486 105.65 448 95.63
2025-06-26 NP USMIX - 扩展市场指数基金 11,143 39.44 332 18.21
2025-08-14 13F Citadel 顾问有限公司 858,105 72.56 27,142 76.30
2025-06-25 NP GCSIX - 高盛小型股股票洞察基金机构 43,504 58.48 1,296 34.76
2025-07-25 13F 海明顿财富管理 79 -48.37 0
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 47,799 40.55 1,423 19.48
2025-08-12 13F 西格尔·布莱恩特和哈米尔有限公司 1,002,974 12.49 31,724 14.93
2025-07-07 13F 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 300 0.00 9 0.00
2025-08-11 13F 美国信安证券公司 1,878 -9.67 59 -11.94
2025-08-14 13F 加拿大皇家银行 149,379 149.04 4,725 154.31
2025-06-18 NP REBYX - 美国小盘Y类股票基金 38,332 1,142
2025-08-14 13F 两个 Sigma 顾问,有限合伙人 56,880 -43.22 1,799 -41.99
2025-08-06 13F 法国巴黎银行资产管理控股公司 832 0
2025-05-15 13F 立体派系统策略有限责任公司 0 -100.00 0
2025-08-14 13F 萨斯奎哈纳投资组合策略有限责任公司 13,499 427
2025-08-12 13F 布兰迪万全球投资管理有限公司 39,933 -3.62 1,263 -1.48
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 16,591 76.01 494 49.70
2025-08-29 NP JADMX - 小盘机会信托资产净值 9,275 35.40 293 38.21
2025-07-23 13F Klp资本管理公司 20,363 -5.13 650 -2.99
2025-06-26 NP DFUV - 维度美国市场价值 ETF 67,336 34.87 2,005 14.64
2025-06-26 NP TCAAX - Thrivent 适度保守配置基金 A 类 445 0.23 13 -13.33
2025-06-23 NP PPNMX - 小型股成长基金 I R-3 90,898 2,707
2025-08-18 NP PACIFIC SELECT FUND - PD 小盘价值指数投资组合 P 级 11,607 -26.07 367 -24.49
2025-08-29 NP DES - WisdomTree 美国小型股股息基金 不适用 232,616 8.35 7,358 10.70
2025-08-06 NP 林肯可变保险产品信托 - LVIP SSGA 小盘指数基金标准类别 72,575 14.52 2,296 16.97
2025-07-11 13F/A Umb Bank 北美/月 294 0.00 9 0.00
2025-08-07 13F 三菱UFJ国际资产管理有限公司 134 0.00 4 0.00
2025-08-14 13F 萨斯奎哈纳基本投资有限公司 0 -100.00 0
2025-08-26 NP SCRSX - 小型股核心投资组合 SCB 类别 0 -100.00 0 -100.00
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 20,821 31.65 659 34.84
2025-08-20 NP ADANX - AQR 多元化套利基金 N 级 0 -100.00 0 -100.00
2025-07-24 13F 美国合众银行\de\ 59,754 0.47 1,890 2.66
2025-06-23 NP SLPIX - 小盘股深度投资者类别 84 33.33 3 0.00
2025-08-21 NP MXLSX - Great-West Loomis Sayles 小盘价值基金投资者类别 19,280 0.00 610 2.18
2025-07-22 NP GSSC - 高盛 ActiveBeta(R) 美国小盘股 ETF 18,345 80.22 565 58.43
2025-07-15 13F 俄亥俄州公共雇员退休制度 1,640 -7.45 52 -5.56
2025-08-14 13F 骏利亨德森集团有限公司 40,633 0.00 1,285 2.47
2025-07-17 13F 肯塔基独立银行 200 0.00 6 0.00
2025-08-27 NP TLEQX - 小盘股票基金 7,008 11.49 222 13.92
2025-08-11 13F 罗伊斯联合有限责任公司 90,051 -0.59 2,848 1.57
2025-08-20 NP 全国可变保险信托 - NVIT 小盘指数基金 II 类 18,201 17.10 576 19.54
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 53,729 39.93 1,654 22.81
2025-05-29 NP RYMSX - 古根海姆多重对冲策略基金 P 级 0 -100.00 0 -100.00
2025-03-25 NP TASVX - PGIM QMA 小盘价值基金 Z 类 25,448 -52.12 892 -46.68
2025-08-14 13F 布雷文·霍华德资本管理有限责任公司 25,116 794
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 453,899 40.91 13,971 23.68
2025-08-14 13F 斯蒂菲尔金融公司 52,860 -9.42 1,672 -7.48
2025-08-14 13F 拉弗蒂资产管理有限责任公司 91,861 23.56 2,906 26.25
2025-08-19 NP GARTX - 高盛绝对回报跟踪基金 A 类 1,063 -37.29 34 -36.54
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 3,940 78.60 121 57.14
2025-07-24 13F Jfs 财富顾问有限公司 10 -82.76 0 -100.00
2025-08-26 NP GSCYX - 机构小型股股票基金 51,206 7.15 1,620 9.47
2025-07-18 13F 那不勒斯全球顾问有限公司 10,703 -1.47 342 0.59
2025-08-14 13F/A 巴克莱银行 352,699 -7.90 11 0.00
2025-08-14 13F 格伦鹰顾问有限公司 47 0.00 1 0.00
2025-08-14 13F 普莱斯 T Rowe Associates Inc /md/ 93,883 -0.95 3 0.00
2025-08-05 13F 阿特拉斯财富有限责任公司 26,961 0.00 882 5.64
2025-08-13 13F 象限资本集团有限公司 27,958 -0.65 884 1.49
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 14,974 461
2025-08-12 13F 维度基金顾问有限公司 5,704,550 -1.53 180,436 0.60
2025-08-11 13F 科罗拉多州公共雇员退休协会 0 -100.00 0
2025-08-13 13F Edgestream 合伙人有限合伙人 267,532 89.14 8,462 93.24
2025-08-28 NP TPSC - Timothy Plan 美国小盘股核心 ETF 16,460 11.10 521 13.54
2025-07-25 NP DCCAX - 特拉华小盘核心基金 A 类 1,769,583 27.52 54,468 11.92
2025-06-18 NP GMRAX - 全国小盘指数基金 A 类 7,424 54.80 221 31.55
2025-07-14 13F 伽玛投资有限责任公司 519 -16.02 16 -15.79
2025-07-18 13F 木兰私人财富有限责任公司 8,247 -0.19 261 1.96
2025-06-26 NP DFAC - 维度美国核心股票 2 ETF 223,866 45.07 6,667 23.28
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 127,342 -10.26 4,028 -8.33
2025-08-14 13F Smartleaf资产管理有限责任公司 225 -74.86 7 -74.07
2025-08-13 13F 景顺有限公司 863,590 3.71 27,315 5.95
2025-08-14 13F 道富银行 3,663,315 0.39 117,109 2.52
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent 全球股票投资组合 A 类 3,077 505.71 97 546.67
2025-08-12 13F 贝莱德公司 8,149,288 -3.20 257,762 -1.11
2025-08-28 NP CBHAX - 胜利市场中性收益基金 A 类 72,720 43.39 2,300 52.32
2025-08-14 13F 联伯恩斯坦有限责任公司 104,876 -84.98 3,317 -84.65
2025-08-14 13F 塞伊投资公司 456,864 4.09 14,451 6.34
2025-08-05 13F 亨廷顿国家银行 20,286 -9.30 642 -7.37
2025-06-18 NP REUYX - Y 类可持续股票基金 Short -3,001 -89
2025-07-30 13F 达戴维森公司 14,463 -9.59 457 -7.68
2025-08-15 13F 摩根士丹利 514,013 11.02 16,258 13.43
2025-06-26 NP TISBX - TIAA-CREF 小型股混合指数基金机构类别 107,148 44.20 3,191 22.55
2025-08-12 13F 瑞士国家银行 182,677 -1.77 5,778 0.36
2025-06-30 NP PFM - Invesco Dividend Achievers 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 3,099 51.99 92 29.58
2025-08-13 13F QSV 股权投资者有限责任公司 51,512 -0.82 1,629 1.31
2025-08-14 13F EP 财富顾问公司 12,562 21.94 397 24.84
2025-08-12 13F 保德信金融公司 11,972 404
2025-08-22 NP 可变保险产品基金 IV - 金融服务投资组合初始类别 56,700 -5.97 1,793 -3.91
2025-08-14 13F 人民币资本管理有限公司 25,218 -49.56 798 -48.51
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 28,459 -8.96 900 -6.93
2025-08-14 13F DRW 证券有限责任公司 14,556 460
2025-08-12 13F LPL 金融有限责任公司 71,805 12.16 2,271 14.58
2025-08-14 13F 胡德河资本管理有限责任公司 944,339 29,869
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 13,991 0.00 443 2.08
2025-08-14 13F 长城汽车顾问有限责任公司 78 0.00 2 0.00
2025-08-14 13F 加拿大帝国商业银行世界市场公司 11,672 -38.73 369 -37.35
2025-08-14 13F 马耳他资本管理有限公司 451,663 0.07 14,286 2.23
2025-05-15 13F 加拿大养老金计划投资委员会 0 -100.00 0 -100.00
2025-08-04 13F 创意金融设计公司 /adv 1,548 0.00 49 2.13
2025-08-12 13F 巴尔 ES & Co 19,196 607
2025-08-11 13F LSV资产管理 24,918 -70.78 1 -100.00
2025-05-29 NP CSF - VictoryShares US Discovery 增强波动性 Wtd ETF 2,005 -24.37 62 -27.91
2025-07-09 13F 万通信托公司 Fsb/adv 35 0.00 1 0.00
2025-08-13 13F 文艺复兴科技有限公司 355,481 8.12 11,244 10.45
2025-06-27 NP DASVX - Dunham 小盘价值基金 A 类 32,768 976
2025-08-12 13F 管家合伙人投资咨询有限公司 1,932 34.92 61 38.64
2025-07-08 13F 并行顾问有限责任公司 624 13.04 20 11.76
2025-07-30 13F 锡耶纳资本合伙人有限责任公司 0 -100.00 0 -100.00
2025-08-13 13F 连续咨询有限责任公司 0 -100.00 0
2025-08-28 NP VYSVX - Vericimetry 美国小型股价值基金 17,254 0.00 546 2.06
2025-08-14 13F 法国巴黎银行套利公司 21,326 4.22 675 6.48
2025-08-27 NP RMBKX - 人民币曼登金融服务基金A级 25,000 -50.00 791 -48.97
2025-08-27 NP BBTSX - Bridge Builder 税务管理中小型股基金 31,517 0.00 997 2.15
2025-08-29 NP SKSEX - AMG Managers Skyline 特别股票基金 N 级 48,503 -4.15 1,534 -2.04
2025-07-10 13F 财富增值咨询服务有限公司 18,650 61.25 628 75.42
2025-08-14 13F 水产资本管理有限责任公司 22,650 -14.18 716 -12.36
2025-08-26 NP PENN SERIES FUNDS INC - 小盘股指数基金 2,834 11.84 90 14.10
2025-06-26 NP DFAS - 维度美国小型股 ETF 259,291 52.24 7,722 29.40
2025-07-25 13F 联邦金融服务有限责任公司 10,364 0.19 328 2.19
2025-08-26 NP IRSIX - Voya Russell™ 小盘股指数投资组合 ADV 级 19,053 9.83 603 12.10
2025-08-14 13F 第四石有限责任公司 208,300 256.68 6,589 264.38
2025-06-26 NP THMAX - Thrivent适度配置基金A类 2,800 0.25 83 -14.43
2025-05-15 13F PharVision 顾问有限责任公司 0 -100.00 0
2025-08-05 13F 布莱斯角资本有限责任公司 23,895 756
2025-08-01 13F Y-Intercept (香港) 有限公司 20,136 637
2025-08-04 13F 尖峰财富管理 22 -99.84 1 -100.00
2025-06-27 NP MYLD - Cambria 微型和小型股股东收益 ETF 3,366 100
2025-06-26 NP DXUV-美国维度矢量股票 ETF 6,946 -0.09 207 -15.23
2025-08-14 13F 弗默尔有限公司 1,118,983 -2.17 35,393 -0.05
2025-05-08 13F 深刻顾问有限公司 0 -100.00 0
2025-07-25 13F 正义投资有限责任公司 8,136 -4.17 257 -1.91
2025-08-22 NP 可变保险产品基金 II - 纪律严明的小型股投资组合初始类别 76,118 -1.81 2,408 0.33
2025-08-14 13F 黑暗森林资本管理有限公司 117,406 14.13 3,714 16.61
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 17,499 -74.93 553 -74.40
2025-07-29 NP RBB FUND, INC. - 阿达拉小型公司基金 11,998 74.67 369 53.75
2025-08-20 NP HWVIX - Hotchkis & Wiley 小型多元化价值基金 I 类 93,648 -1.93 2,962 0.20
2025-08-07 13F Hennion & Walsh 资产管理公司 19,741 -27.17 624 -25.63
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 27,791 54.81 855 35.93
2025-08-13 13F 第1492章 61,889 -2.87 1,958 -0.76
2025-07-14 13F UMA 金融服务公司 45 1
2025-08-06 NP 林肯可变保险产品信托 - LVIP 摩根大通小型股核心基金服务类别 4,663 -13.21 147 -11.45
2025-08-12 13F 嘉信理财投资管理公司 1,102,718 -0.72 34,879 1.42
2025-08-27 NP 高级系列信托 - Ast 小型成长型投资组合 55,645 4.30 1,760 6.60
2025-06-24 NP JPSE - 摩根大通多元化回报美国小盘股 ETF 20,811 -1.11 620 -16.01
2025-07-31 13F 新泽西州共同养老基金 D 61,692 -11.00 1,951 -9.09
2025-08-06 13F 萨凡特资本有限责任公司 12,604 -11.20 399 -9.34
2025-07-29 NP SMXAX - SIIT 扩展市场指数基金 - A 类 13,309 54.59 410 35.88
2025-08-26 NP QABA - First Trust 纳斯达克 ABA 社区银行指数基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 61,056 52.00 1,931 55.35
2025-07-07 13F 西联银行 1,565,869 9.59 49,528 11.96
2025-08-08 13F 英泰投资管理有限公司 57,735 13.28 1,826 15.79
2025-08-14 13F 富国银行/百万 455,415 -2.51 14,405 -0.40
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 2,926,508 1.87 92,565 4.08
2025-07-28 NP AVSBX - Avantis 美国小型股股票基金 G 类 9,951 44.24 306 26.97
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 217,689 52.34 6,483 29.46
2025-08-28 NP WFIVX - Wilshire 5000 指数基金投资类别 443 0.00 14 7.69
2025-07-25 13F 黑兹利特伯特与沃森公司 6,636 4.69 0
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 98,062 5.56 3,102 7.82
2025-07-29 NP ISMD - Inspire 中小型影响力 ETF 11,421 -2.09 352 -14.18
2025-08-14 13F 霍奇基斯和威利资本管理有限公司 409,818 12.98 12,963 15.42
2025-08-26 NP TLSTX - 股票指数基金 517 -61.50 16 -60.98
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 43,578 44.01 1,298 22.36
2025-07-09 13F 港湾资本顾问公司 481 -11.09 0
2025-08-14 13F 工程师 门经理 LP 0 -100.00 0
2025-08-20 NP QSMLX - AQR 小盘多风格基金 I 类 8,587 0.00 272 2.26
2025-05-05 13F 德纳利顾问有限公司 0 -100.00 0
2025-03-28 NP HAPS - 港湾企业文化小型股 ETF 15,724 -9.51 551 0.73
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 36,452 -1.99 1,153 0.09
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 小盘股指数 VIP A 级 14,509 11.78 459 14.21
2025-06-27 NP AVFIX - 美国灯塔小型价值基金机构类别 26,580 -6.67 792 -20.66
2025-08-27 NP RYMKX - 罗素 2000 1.5 倍策略基金 H 级 133 10.83 4 33.33
2025-08-27 NP PFSVX - PartnerSelect SBH 专注小价值基金机构类别 12,929 146.03 409 264.29
2025-07-25 13F 比尔·费夫联营公司 9,950 0.00 315 1.95
2025-08-13 13F 特鲁投资资本有限公司 64 0.00 2 100.00
2025-08-14 13F 匡蒂诺资本管理有限公司 14,396 48.17 455 51.67
2025-08-08 13F SG美洲证券有限责任公司 14,189 200.30 0
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 3,455 109
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 10,455 39.34 322 22.05
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 20,567 53.99 612 31.05
2025-08-13 13F 西北互助财富管理公司 51,715 0.00 1,636 2.12
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 52,862 79.12 1,574 52.22
2025-08-12 13F 基梅尔曼贝尔德有限责任公司 300 0.00 9 0.00
2025-08-07 13F 洛杉矶资本管理有限公司 15,076 0.00 477 2.15
2025-07-25 13F 斯蒂芬斯咨询有限公司 0 -100.00 0
2025-07-14 13F 阿瓦隆咨询小组 11,138 0.00 352 2.33
2025-08-14 13F 麦格理集团有限公司 2,175,923 2.68 68,824 4.91
2025-08-26 NP POMIX - T. Rowe Price 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 4,678 -68.39 148 -67.90
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 8,876 23.31 281 26.13
2025-07-21 13F 111资本 0 -100.00 0
2025-08-13 13F 诚信合作伙伴有限责任公司 33,272 0.35 1,052 2.53
2025-08-13 13F EverSource 财富顾问有限责任公司 1,836 260.71 58 286.67
2025-08-14 13F/A 斯科波斯实验室有限公司 1 -97.30 0 -100.00
2025-07-11 13F 远远财务顾问有限责任公司 203 24.54 6 50.00
2025-08-04 13F 密钥银行国家协会/哦 68,686 0.88 2,173 3.08
2025-08-22 NP 哥伦比亚基金可变系列信托 II - 可变投资组合 - Partners 小盘价值基金 3 级 84,549 0.00 2,674 2.18
2025-07-24 NP FIDSX - 金融服务组合 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 194,500 -7.69 5,987 -18.99
2025-08-13 13F 湾景资产管理有限公司 54,000 343.02 1,708 353.05
2025-08-12 13F Legal & General 集团有限公司 107,798 4.50 3,410 6.76
2025-08-29 NP BSVO - EA Bridgeway Omni 小盘价值 ETF 260,002 -15.00 8,224 -13.16
2025-08-15 13F Captrust 财务顾问 14,498 -3.71 459 -1.72
2025-08-28 NP AXVNX - Acclivity 小盘价值基金 Acclivity 小盘价值 N 类股票 1,604 -58.78 51 -58.33
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 16,940 4.28 536 6.57
2025-07-30 13F FNY 投资顾问有限责任公司 600 0.00 0
2025-08-15 NP RYVFX - Royce小盘价值基金服务等级 29,123 0.00 921 2.22
2025-08-15 13F 大西人寿保险公司 /can/ 17,352 29.67 1
2025-08-29 NP DTD - WisdomTree 美国总股息基金 不适用 10,435 -0.86 330 1.54
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 322,374 35.14 9,600 14.86
2025-08-01 13F Envestnet资产管理公司 271,764 5.06 8,596 7.33
2025-08-11 13F HighTower 顾问有限责任公司 9,596 8.69 304 10.99
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 212,960 3,111.58 6,555 2,619.50
2025-08-15 13F 认真的合作伙伴有限责任公司 1,842,251 -0.92 58,270 1.22
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 56,152 102.77 1,672 72.37
2025-06-26 NP TIEIX - TIAA-CREF 机构类别股票指数基金 115,587 124.15 3,442 90.59
2025-06-26 NP DFSV - 维度美国小盘价值 ETF 381,174 49.41 11,351 26.98
2025-07-15 13F MCF 顾问有限责任公司 127,798 -25.24 4,090 -23.66
2025-07-22 13F 红龟有限责任公司 112 0.00 4 0.00
2025-07-10 13F 全球金融私人客户有限责任公司 0 -100.00 0
2025-08-13 13F 百达资产管理控股公司 14,419 9.51 456 12.04
2025-07-14 13F 农民信托公司 0 -100.00 0 -100.00
2025-07-24 NP FSRBX - 银行投资组合 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 292,400 -14.23 9,000 -24.72
2025-08-26 NP JSCSX - 摩根大通美国小公司基金 I 类 23,098 -11.00 731 -9.09
2025-08-14 13F 威斯康星州投资委员会 16,427 63.79 520 67.42
2025-08-26 NP EQ ADVISORS TRUST - EQ/普通股指数投资组合 IA 级 4,600 0.00 145 2.11
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 177,040 37.45 5,449 20.63
2025-08-06 13F 联邦股权服务有限公司 20,857 -33.10 1
2025-07-17 13F 夏日避风港投资管理有限公司 30,888 1.63 977 3.83
2025-08-18 NP 太平洋精选基金 - 小盘股票投资组合 I 类 6,798 -12.11 215 -10.04
2025-05-15 13F 卡伦资本管理有限责任公司 31,701 981
2025-08-29 NP SA 基金投资信托 - SA 美国小型公司基金 8,472 0.00 268 1.91
2025-08-11 13F 花旗集团 142,398 -28.72 4,504 -27.18
2025-08-15 NP RCPFX - Royce Capital 基金 - 小盘股投资组合 59,451 0.00 1,880 2.17
2025-08-28 NP GMSMX - GuideMark(R) 中小盘核心基金服务股票 1,190 0.00 38 2.78
2025-08-12 13F 皮克顿马奥尼资产管理公司 0 -100.00 0
2025-08-12 13F Nuveen有限责任公司 855,403 18.85 27,056 21.43
2025-08-13 13F 伯克希尔资产管理有限公司/pa 8,316 0.00 263 1.94
2025-08-13 13F 贝尔德金融集团有限公司 54,307 -14.33 1,718 -12.49
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 18,587 45.93 572 28.25
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 146,595 45.03 4,366 23.27
2025-08-25 NP AIRR - First Trust RBA 美国工业复兴 (TM) 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 1,177,541 37,246
2025-07-31 13F 财通国际资产管理有限公司 0 -100.00 0
2025-07-21 13F Ntv 资产管理有限公司 19,050 0.00 603 2.21
2025-08-26 NP 北方基金 - 北方小盘核心基金 K 类 16,257 -5.54 514 -3.38
2025-08-27 NP RYDEX 可变信托 - Russell 2000(R) 1.5x 策略基金可变年金 25 8.70 1
2025-07-24 13F IFP 顾问公司 24,479 2.62 774 4.88
2025-08-06 13F 里亚托财富管理有限责任公司 2 0
2025-08-05 13F 纽约梅隆银行 797,220 6.41 25,216 8.72
2025-08-08 13F SBI 证券股份有限公司 63 1.61 2 0.00
2025-08-07 13F 中央信托公司 255 0.00 8 14.29
2025-08-14 13F 莱加托资本管理有限公司 25,171 0.00 796 2.18
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 7,781 0.00 246 2.50
2025-08-26 NP SBHVX - Segall Bryant & Hamill 机构级小型价值基金 203,264 -3.89 6,429 -1.80
2025-07-22 13F 佐治亚州投资者资产管理公司 /ga/ /adv 29,697 1.37 939 3.53
2025-08-27 NP SEASONS SERIES TRUST - SA 多管理小型股投资组合 1 级 1,137 -5.41 36 -5.41
2025-07-29 13F 斯特拉托斯财富合作伙伴有限公司 0 -100.00 0
2025-08-14 13F Aqr资本管理有限公司 469,185 47.32 14,840 50.51
2025-05-05 13F Transce3nd有限责任公司 0 -100.00 0
2025-08-05 13F 西区投资管理公司 298 10
2025-08-11 13F 贝尔投资顾问公司 99 0.00 3 0.00
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 小型股指数投资组合 - I 类 9,672 13.41 306 15.53
2025-08-26 NP Profunds - Profund 超小型股副总裁 331 6.77 10 11.11
2025-07-30 13F 鲍嘉财富有限责任公司 0 -100.00 0
2025-08-08 13F/A 斯特林资本管理有限公司 2,431 64.15 77 68.89
2025-08-12 13F 博克夫,那 0 -100.00 0
2025-08-22 NP FEAC - 富达增强型美国全市值股票 ETF 82 13.89 3 0.00
2025-06-26 NP TAAAX - Thrivent 积极配置基金 A 类 2,536 0.08 76 -14.77
2025-05-15 13F 枪证券公司 0 -100.00 0
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 1,482,192 2.02 46,882 4.23
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 522,917 43.38 16,095 25.84
2025-08-06 13F 大西洋联合银行股份公司 17,745 11.58 561 14.02
2025-08-14 13F 维维恩基金管理有限责任公司 2,146,725 34.13 67,901 37.03
2025-08-27 NP RYRRX - 罗素 2000 基金 A 类 222 9.90 7 16.67
2025-07-25 NP WSML - iShares MSCI 全球小型股 ETF 7,007 216
2025-08-14 13F 椴木资本管理有限公司 58,859 0.00 1,862 2.14
2025-07-28 NP HDG - ProShares 对冲复制 ETF 113 66.18 3 50.00
2025-08-18 13F 吉诺斯财富管理公司 1,000 0.00 32 3.33
2025-08-26 NP NSIDX - 北方小盘股指数基金 43,814 11.24 1,386 13.62
2025-07-22 NP DSMFX - 目的地中小型股票基金 I 类 2,233 47.49 69 28.30
2025-07-30 NP FSAKX - 战略顾问美国全股票基金 23,571 200.50 726 163.64
2025-08-04 13F 汉兹金融服务公司 101 0.00 0
2025-06-23 NP BKPIX - 银行超行业深度投资者类别 2,352 -46.69 70 -54.55
2025-06-25 NP FNCL - 富达 MSCI 金融指数 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 27,517 49.02 819 26.58
2025-06-23 NP PJARX - 小盘价值基金 II R-3 69,250 1,664.33 2,062 1,405.11
2025-08-14 13F 制造商人寿保险公司 49,638 7.62 1,570 9.94
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 1,420,743 -3.21 44,938 -1.11
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 71,007 48.52 2,115 26.21
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 57,184 42.69 1,760 25.27
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 18,472 50.82 550 28.21
2025-08-11 13F 环球保险及服务有限公司 55,712 5.97 1,762 8.30
2025-05-13 13F 挪威银行 0 -100.00 0 -100.00
2025-08-07 13F 苏黎世州银行 (Zurcher Kantonalbank) 29,442 13.27 931 15.80
2025-08-11 13F 罗斯柴尔德投资有限公司 229 17.44 7 16.67
2025-07-25 13F PrairieView 合作伙伴有限责任公司 410 0.00 0
2025-08-11 13F 海克斯康资本合伙人有限责任公司 0 -100.00 0
2025-08-27 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 2,226,803 -1.77 70,434 0.35
2025-08-18 NP 太平洋精选基金 - 小盘价值投资组合 I 类 0 -100.00 0 -100.00
2025-06-26 NP DFAU - 维度美国核心股票市场 ETF 16,217 57.40 483 33.52
2025-07-18 13F 巴特利特财富管理有限公司 82,049 0.00 2,626 2.14
2025-08-12 13F Trexquant 投资有限责任公司 19,606 620
2025-08-08 13F 等投资顾问公司 53,383 7.42 1,688 9.75
2025-07-07 13F Versant 资本管理公司 574 -1.71 18 0.00
2025-07-29 NP VFAIX - 先锋金融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 153,926 58.81 4,738 39.36
2025-05-14 13F 奎斯特合作伙伴有限责任公司 0 -100.00 0
2025-07-21 13F 美洲咨询服务有限责任公司 78 2
2025-07-23 13F 壳牌资产管理公司 608 -23.81 0
2025-08-13 13F 桥城资本有限责任公司 97,591 -1.40 3,087 0.72
2025-08-08 13F 创意策划 93,481 -4.81 2,957 -2.76
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