WSBF 机构投资人持股和股东沃特斯通金融公司 (NasdaqGS) 股票

基本统计

机构股东	243 total, 243 long only, 0 short only, 0 long/short - change of -0.41% MRQ
平均投资组合配置	0.0253 % - change of -24.63% MRQ
已发行股票	shares (source: Capital IQ)

法人股（长期）	11,510,459 - 60.34% (ex 13D/G) - change of -0.38MM shares -3.19% MRQ
制度价值（长期）	$ 153,763 USD ($1000)

机构投资人持股和股东

Waterstone Financial, Inc. (US:WSBF) 有 243 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 11,510,459 股股票。最大股东包括 BlackRock, Inc., Dimensional Fund Advisors Lp, Renaissance Technologies Llc, Vanguard Group Inc, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Bridgeway Capital Management Inc, IWM - iShares Russell 2000 ETF, State Street Corp, Geode Capital Management, Llc, and DFSVX - U.s. Small Cap Value Portfolio - Institutional Class .

Waterstone Financial, Inc. (NasdaqGS:WSBF)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 12, 2025 is 14.72 / share. Previously, on September 13, 2024, the share price was 15.12 / share. This represents a decline of 2.65% over that period.

WSBF / Waterstone Financial, 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。

WSBF / Waterstone Financial, 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)
2025-01-31	13G/A	万家集团有限公司		1,025,453	942,749	-8.07	4.86	-7.78

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 .

生效日期 :

文件日期	来源	投资者	类型	股份	Δ 股份 (%)	报告价值 ($1000)	Δ 价值 (%)
2025-07-29	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		10,637	-6.85	137	-14.37
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		539,506	0.00	7,451	2.67
2025-07-31	13F/A	亚飞财富		45	0.00	0
2025-05-06	13F	莱加托资本管理有限公司		0	-100.00	0
2025-08-14	13F	两个 Sigma 顾问，有限合伙人		54,282	88.60	750	93.54
2025-06-27	NP	RSSL - Global X Russell 2000 ETF		9,631	5.07	117	-7.20
2025-07-29	NP	SLPAX - Siit 小盘基金 - A 类		5,258	0.00	68	-8.22
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		5,837	0.00	75	-8.54
2025-08-27	NP	Jnl 系列信托 - Jnl/dfa 美国核心股票基金 (a)		3,264	0.00	45	4.65
2025-08-26	NP	Profunds - Profunds 小型股副总裁		36	0.00	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		279,457	-0.17	3,859	2.50
2025-08-12	13F	科桥金融公司		0	-100.00	0
2025-08-22	NP	FESM - 富达增强型小型股 ETF		43,161	4.90	596	7.78
2025-08-27	NP	Brighthouse Funds Trust II - MetLife Russell 2000 指数投资组合 A 类		5,854	0.00	81	2.56
2025-06-26	NP	DFAT - 维度美国目标价值 ETF		119,305	2.58	1,444	-9.64
2025-08-12	13F	贝莱德公司		1,717,280	-3.98	23,716	-1.41
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		25,826	-15.34	357	-13.17
2025-05-06	13F	Proficio 资本合作伙伴有限责任公司		0	-100.00	0	-100.00
2025-08-14	13F	美国银行 /de/		37,012	44.66	511	48.55
2025-08-27	NP	BBVSX - Bridge Builder 中小盘价值基金		7,726	0.00	107	2.91
2025-07-29	13F	私人财富管理集团有限责任公司		120	0.00	2	0.00
2025-08-14	13F	法国巴黎银行套利公司		5,198	10.53	72	12.70
2025-08-14	13F	两西格码投资有限合伙人		64,155	212.34	886	220.65
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		12,174	4.97	168	8.39
2025-07-28	NP	VCSLX - 小盘股指数基金		6,838	11.31	88	2.33
2025-08-29	NP	SA 基金投资信托 - SA 美国小型公司基金		2,966	0.00	41	2.56
2025-08-11	13F	基石规划集团有限责任公司		133	111.11	2
2025-08-26	NP	TLSTX - 股票指数基金		384	0.00	5	0.00
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		3,929	0.00	48	-11.32
2025-06-23	NP	SLPIX - 小盘股深度投资者类别		16	-11.11	0
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		9,456	0.00	131	2.36
2025-07-22	NP	DSMFX - 目的地中小型股票基金 I 类		338	0.00	4	0.00
2025-05-13	13F	迪恩投资有限公司		0	-100.00	0
2025-08-14	13F	弗默尔有限公司		61,495	3.41	849	6.26
2025-06-26	NP	DFUV - 维度美国市场价值 ETF		20,883	-20.99	253	-30.58
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		24,999	102.90	345	109.09
2025-06-26	NP	DFVEX - 美国矢量股票投资组合 - 机构类 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		15,709	0.00	190	-11.63
2025-07-22	13F	Gsa资本合伙公司		41,684	42.07	1
2025-06-26	NP	DFSV - 维度美国小盘价值 ETF		78,423	0.00	949	-11.98
2025-05-16	13F	迪恩资本管理公司		0	-100.00	0
2025-08-14	13F	未来资产全球ETFS控股有限公司		8,650	-9.39	119	-7.03
2025-08-06	13F	真实财富设计有限责任公司		22	-78.43	0	-100.00
2025-08-14	13F	加拿大皇家银行		16,902	0.95	233	3.56
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		27,952	-20.96	338	-30.31
2025-06-26	NP	KCXIX - Knights of Columbus 美国全盘指数基金 I 股		66	6.45	1
2025-08-15	13F	塔尔研究资本有限责任公司（TRC）		2,123	83.33	29	93.33
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		11,818	0.00	143	-12.35
2025-08-13	13F	景顺有限公司		29,677	-16.35	410	-14.26
2025-08-20	NP	全国可变保险信托 - NVIT 小盘指数基金 II 类		3,558	22.18	49	25.64
2025-06-26	NP	DFAC - 维度美国核心股票 2 ETF		65,460	0.00	792	-11.90
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		39,240	0.00	475	-12.06
2025-08-18	13F	新咨询服务有限责任公司		127	0.00	2	0.00
2025-06-26	NP	FLXSX - 富达 Flex 小盘股指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		3,039	14.08	37	0.00
2025-07-29	NP	SMXAX - SIIT 扩展市场指数基金 - A 类		4,000	0.00	52	-8.93
2025-08-15	13F	摩根士丹利		185,140	1.57	2,557	4.28
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		193,859	0.00	2,346	-11.94
2025-08-14	13F	道富银行		436,369	-3.11	6,026	-0.51
2025-05-14	13F	奥斯曼资本公司		0	-100.00	0	-100.00
2025-06-26	NP	DFSU - 维度美国可持续发展核心 1 ETF		1,600	0.00	19	-9.52
2025-08-11	13F	环球保险及服务有限公司		0	-100.00	0
2025-08-14	13F	简街集团有限责任公司		21,763	-15.79	301	-13.54
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		3,925	0.00	54	3.85
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		4,026	0.00	49	-12.73
2025-08-14	13F	Smartleaf资产管理有限责任公司		158	-61.27	2	-60.00
2025-08-12	13F	维度基金顾问有限公司		1,434,547	-3.19	19,811	-0.59
2025-06-26	NP	DFAS - 维度美国小型股 ETF		62,320	0.00	754	-11.92
2025-08-28	NP	IWC - iShares 微型股 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		35,813	-0.40	495	2.28
2025-08-14	13F	布里奇威资本管理公司		438,837	1.90	6,060	4.63
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		80,134	8.90	1,035	0.00
2025-07-28	13F	里索尔兹财富管理		10,793		149
2025-08-12	13F	摩根大通公司		73,669	-8.57	1,017	-6.09
2025-07-21	13F	昆特资本有限责任公司		0	-100.00	0
2025-08-28	NP	BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1,736	0.00	24	0.00
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		3,521	0.00	43	-12.50
2025-08-14	13F	水手有限责任公司		11,042		152
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		11,880	0.00	164	3.14
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		97,951	-1.33	1,266	-9.38
2025-08-14	13F	人民币资本管理有限公司		16,489	0.00	228	2.71
2025-07-09	13F	万通信托公司 Fsb/adv		508	8.32	7	16.67
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		2,626	0.00	36	2.86
2025-08-12	13F	嘉信理财投资管理公司		143,992	0.35	1,989	3.06
2025-07-28	NP	AVUS - Avantis 美国股票 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		4,082	0.00	53	-8.77
2025-07-29	NP	GCAVX - GMO 美国小型价值基金 VI 级		2,039	0.00	26	-7.14
2025-08-29	NP	WMMAX - Teton Westwood Mighty Mites 基金 A 级		59,000	0.00	815	2.65
2025-08-26	NP	IRSIX - Voya Russell™ 小盘股指数投资组合 ADV 级		4,799	0.00	66	3.13
2025-08-26	NP	QUANTITATIVE MASTER SERIES LLC - Master 小盘股指数系列		26,185	0.00	362	2.56
2025-08-13	13F	北方信托公司		153,891	-3.63	2,125	-1.02
2025-08-05	13F	亨廷顿国家银行		1	0.00	0
2025-08-08	13F	Pnc 金融服务集团公司		2,494	-45.72	34	-44.26
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		16,975	0.00	234	2.63
2025-08-29	NP	JADMX - 小盘机会信托资产净值		3,889	25.49	54	29.27
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		47,270	-1.94	572	-13.75
2025-08-15	13F	大西人寿保险公司 /can/		1,396	19.01	0
2025-08-13	13F	汇丰控股有限公司		55,028	265.63	768	276.47
2025-08-14	13F	德肖公司		54,988	19.03	759	22.22
2025-08-12	13F	恒线顾问公司		26,848	6.66	371	9.47
2025-05-05	13F	铸造合作伙伴有限责任公司		203,550	-0.61	2,738	-0.55
2025-08-28	NP	GMSMX - GuideMark(R) 中小盘核心基金服务股票		1,034	0.00	14	7.69
2025-08-13	13F	文艺复兴科技有限公司		1,134,936	-1.83	15,673	0.80
2025-08-11	13F	先锋集团公司		943,736	0.77	13,033	3.46
2025-08-26	NP	北方基金 - 北方小盘核心基金 K 类		3,557	-5.55	49	-2.00
2025-07-28	NP	URTY - ProShares UltraPro Russell2000		1,177	-28.41	15	-34.78
2025-04-29	NP	SCAP-InfraCap 小型股收入 ETF		6,332	24.16	89	17.11
2025-08-12	13F	科尔德斯特里姆资本管理公司		0	-100.00	0
2025-08-28	NP	VYSVX - Vericimetry 美国小型股价值基金		4,134	0.00	57	3.64
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		179,051	-6.80	2,167	-17.92
2025-08-29	NP	EES - WisdomTree 美国小型股基金不适用		7,024	-2.58	97	1.04
2025-06-18	NP	GMRAX - 全国小盘指数基金 A 类		1,406	0.00	17	-10.53
2025-08-14	13F	萨斯奎哈纳国际集团有限责任公司		22,813	-6.24	315	-3.67
2025-07-28	NP	AVSBX - Avantis 美国小型股股票基金 G 类		1,419	0.00	18	-5.26
2025-08-07	13F	奥尔沃斯金融有限公司		80		1
2025-08-14	13F	第四石有限责任公司		63,194	176.72	873	184.04
2025-07-07	13F	Versant 资本管理公司		2,205	21.82	30	25.00
2025-08-26	NP	IWV - iShares Russell 3000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		8,207	-0.76	113	1.80
2025-07-29	13F	约翰·G·厄尔曼联合公司		51,100	-44.88	706	-43.42
2025-05-29	NP	HCEGX - 成长型股票投资组合 HC 战略股票		1,342	0.00	18	0.00
2025-08-12	13F	Trexquant 投资有限责任公司		0	-100.00	0
2025-08-26	NP	PENN SERIES FUNDS INC - 小盘股指数基金		400	0.00	6	0.00
2025-08-11	13F	科维斯特有限公司		39		0
2025-06-26	NP	DFUS - 维度美国股票 ETF		1,767	0.00	21	-12.50
2025-07-29	NP	VRTTX - Vanguard Russell 3000 指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1,100	0.00	14	-6.67
2025-04-01	NP	PKW - 景顺回购成功者 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		10,839	33.75	149	24.37
2025-08-12	13F	奥肖内西资产管理有限公司		17,295		239
2025-09-04	13F/A	顾问集团控股公司		2,504	11.29	34	13.33
2025-08-14	13F	加州教师退休制度		1,193	0.00	16	0.00
2025-08-14	13F	联伯恩斯坦有限责任公司		20,880	1.46	288	4.35
2025-08-11	13F	罗斯柴尔德投资有限公司		45	350.00	1
2025-08-14	13F	瑞银集团		46,874	41.87	647	45.72
2025-05-13	13F	正交资本有限公司		0	-100.00	0
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		1,032	0.00	14	7.69
2025-07-28	NP	ITWO - ProShares Russell 2000 高收益 ETF		275	-2.83	4	0.00
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		49,949	2.63	690	5.35
2025-08-29	NP	JAEWX - 小盘股指数信托资产净值		4,032	9.51	56	12.24
2025-08-13	13F	EverSource 财富顾问有限责任公司		1,875	557.89	26	733.33
2025-08-26	NP	EQ ADVISORS TRUST - EQ/AB 小型股成长投资组合 IB 类		4,770	14.39	66	16.07
2025-06-23	NP	UAPIX - 超小盘深度投资者类别		164	-29.91	2	-66.67
2025-08-13	13F	箭街资本有限合伙企业		190,766	30.53	2,634	34.05
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		479	75.46	7	100.00
2025-06-23	NP	PJARX - 小盘价值基金 II R-3		1,171	3.35	14	-6.67
2025-08-13	13F	提顿顾问公司		59,000	0.00	815	2.65
2025-08-14	13F	匡蒂诺资本管理有限公司		48,225	65.15	666	69.64
2025-07-22	NP	GSSC - 高盛 ActiveBeta(R) 美国小盘股 ETF		15,094	0.61	195	-7.58
2025-07-25	NP	SCHA - 嘉信美国小型股 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		84,654	-2.27	1,094	-10.26
2025-08-13	13F	罗素投资集团有限公司		3,056	-4.11	42	0.00
2025-07-11	13F	远远财务顾问有限责任公司		11,251	-0.95	155	1.97
2025-08-14	13F/A	斯科波斯实验室有限公司		21		0
2025-08-06	13F	联邦股权服务有限公司		23,720	-1.76	0
2025-07-14	13F	伽玛投资有限责任公司		148	-14.94	2	0.00
2025-07-29	NP	古根海姆主动配置基金		128	0.00	2	0.00
2025-08-11	13F	花旗集团		5,562	-50.09	77	-48.99
2025-08-14	13F	高盛集团公司		123,057	16.37	1,699	19.48
2025-07-24	13F	资本顾问有限公司		14	0.00	0
2025-08-13	13F	西北互助财富管理公司		1,370	0.00	19	0.00
2025-07-31	13F	尼萨投资顾问有限公司		60	0.00	1
2025-08-22	NP	DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 小盘股指数 VIP A 级		2,474	0.00	34	3.03
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		437,792	-13.45	6,046	-11.14
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		147,902	-4.49	2,043	-1.92
2025-08-18	NP	太平洋精选基金 - 小盘股指数投资组合 I 类		3,967	0.00	55	1.89
2025-08-07	13F	CSM 顾问有限责任公司		197,250		3
2025-08-07	13F	洛杉矶资本管理有限公司		15,840	7.72	219	10.66
2025-08-08	13F	哈特兰有限公司		64		1
2025-06-26	NP	DCOR - 维度美国核心股票 1 ETF		8	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		23,142	-1.25	299	-9.42
2025-08-11	13F	授权基金有限责任公司		91,790	9.81	1,268	12.72
2025-08-18	NP	太平洋精选基金 - 小盘价值投资组合 I 类		3,999	0.00	55	3.77
2025-08-25	NP	Calvert Variable Products, Inc. - Calvert VP Russell 2000 小型股指数投资组合 - I 类		1,822	0.00	25	4.17
2025-08-13	13F	帕纳戈拉资产管理公司		10,324		143
2025-08-27	NP	RYMKX - 罗素 2000 1.5 倍策略基金 H 级		22	-8.33	0
2025-07-29	NP	SECAX - SIIT 小盘 II 基金 - A 类		4,624	-9.23	60	-16.90
2025-08-12	13F	美国世纪公司		159,875	3.58	2,208	6.36
2025-08-18	NP	太平洋精选基金 - 小盘股票投资组合 I 类		1,440	0.00	20	0.00
2025-08-26	NP	TRSYX - T. Rowe Price 小盘股指数基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1,511	19.35	21	17.65
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		118,951	-1.50	1,537	-9.59
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		161,933	1.80	1,959	-10.34
2025-08-26	NP	BOSVX - Omni 小盘价值基金 N 类		44,500	0.00	615	2.68
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		8,861	0.00	107	-11.57
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		23,158	23.23	299	13.26
2025-08-12	13F	Legal & General 集团有限公司		1,471	0.00	20	5.26
2025-06-27	NP	SUNAMERICA SERIES TRUST - SA 小型股指数投资组合 1 级		1,828	2.58	22	-8.33
2025-08-13	13F	Gamco Investors, Inc. 等		10,000		138
2025-08-07	13F	阿卡迪亚资产管理有限公司		0	-100.00	0
2025-08-14	13F	雷蒙德詹姆斯金融公司		2,000		28
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		284,005	-3.72	3,436	-15.22
2025-08-14	13F	波士顿私人财富有限公司		0	-100.00	0
2025-08-28	NP	SSBIX - 道富平衡指数基金 K 类		197	0.00	3	0.00
2025-06-26	NP	DXUV-美国维度矢量股票 ETF		24	0.00	0
2025-06-26	NP	DFAU - 维度美国核心股票市场 ETF		1,922	0.00	23	-11.54
2025-08-12	13F	德意志银行\		10,607	0.00	146	2.82
2025-08-27	NP	俄亥俄国家基金公司 - ON BlackRock Advantage Small Cap Growth Portfolio		645	0.00	9	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		48,259	-2.50	584	-14.26
2025-08-14	13F	富国银行/百万		10,146	5.10	140	8.53
2025-08-14	13F	威斯康星州投资委员会		28,400	30.88	392	34.71
2025-04-29	NP	AUERX - 奥尔成长基金		21,000	268.42	295	163.39
2025-08-27	13F/A	Squarepoint Ops LLC		20,108		278
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		145,755	-4.12	1,764	-15.57
2025-07-24	13F	IFP 顾问公司		96		1
2025-08-07	13F	康纳克拉克伦投资管理有限公司		34,872	-23.21	482	-21.15
2025-07-25	13F	斯蒂芬斯咨询有限公司		0	-100.00	0
2025-08-26	NP	EQ ADVISORS TRUST - ATM 小盘波动率管理投资组合 K 级		5,208	0.00	72	1.43
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		5,100	-13.56	70	-11.39
2025-08-26	NP	EQ ADVISORS TRUST - EQ/小型公司指数投资组合 IB 类		14,720	-2.00	203	0.50
2025-08-26	NP	NSIDX - 北方小盘股指数基金		6,877	-12.06	95	-10.48
2025-08-26	NP	EQ ADVISORS TRUST - EQ/2000 管理波动性投资组合 IB 级		18,158	-10.95	251	-8.76
2025-05-28	NP	QCEQRX - 股票指数账户类别 R1		19,189	0.00	258	0.39
2025-05-14	13F	基利-提顿顾问有限责任公司		10,000	0.00	134	0.00
2025-08-14	13F	Aqr资本管理有限公司		81,381	78.49	1,124	83.20
2025-08-27	NP	高级系列信托 - Ast 小型成长型投资组合		4,632	0.00	64	1.61
2025-08-29	NP	BSVO - EA Bridgeway Omni 小盘价值 ETF		91,662	9.66	1,266	12.54
2025-08-26	NP	VVICX - Voya VACS 指数系列 SC 投资组合		1,489	0.00	21	0.00
2025-07-25	13F	CWM有限公司		4,623	9.34	0
2025-08-13	13F	第一信托顾问有限公司		12,174	4.30	168	7.69
2025-08-08	13F	新泽西州警察和消防员退休系统		5,665	0.00	78	2.63
2025-08-14	13F	Citadel 顾问有限公司		99,322	23.84	1,372	27.18
2025-07-28	NP	MSSM - 摩根士丹利 Pathway 中小型股 ETF		713	0.00	9	-10.00
2025-08-12	13F	Nuveen有限责任公司		43,295	-30.71	598	-28.93
2025-08-26	NP	Profunds - Profund 超小型股副总裁		55	-5.17	1
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		9,882	60.37	136	65.85
2025-08-08	13F	SBI 证券股份有限公司		96	0.00	1	0.00
2025-08-13	13F	大都会人寿投资管理有限公司		9,607	0.00	133	2.33
2025-08-05	13F	纽约梅隆银行		79,371	1.83	1,096	4.58
2025-07-28	NP	UWM - ProShares Ultra Russell2000		1,604	-18.66	21	-25.93
2025-08-12	13F	美洲投资伙伴公司		1,822	0.00	25	4.17
2025-08-26	NP	BRSIX - 超小型公司市场基金 N 级		32,647	0.00	451	2.51
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
2025-06-18	NP	全国共同基金 - 全国基本全盘股票投资组合 R6 级		1,087		13
2025-08-12	13F	普利股权公司		0		0
2025-08-26	NP	EQ ADVISORS TRUST - 1290 VT 小盘价值投资组合 IB 级		2,642	0.00	36	2.86
2025-08-26	NP	EQ ADVISORS TRUST - 1290 VT 微型资本投资组合 IB 级		3,394	19.05	47	21.05
2025-08-08	13F/A	斯特林资本管理有限公司		454	63.31	6	100.00
2025-08-18	NP	PACIFIC SELECT FUND - PD 小盘价值指数投资组合 P 级		3,152	-25.75	44	-24.56
2025-08-25	NP	TMVAX - RBC Microcap Value Fund A 股		14,800	0.00	204	2.51
2025-08-27	NP	RYDEX 可变信托 - Russell 2000(R) 1.5x 策略基金可变年金		4	-20.00	0
2025-08-14	13F/A	巴克莱银行		38,530	101.17	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		1,058	0.00	14	-7.14
2025-06-26	NP	USMIX - 扩展市场指数基金		1,758	-9.33	21	-19.23
2025-08-27	NP	RYRUX - Russell 2000 2x 策略基金 A 级股票		81	-1.22	1	0.00
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		16,746	0.00	216	-8.09
2025-08-08	13F	Geode资本管理有限公司		406,749	1.02	5,618	3.71
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		17,675	1.47	244	4.27
2025-04-23	13F	贝西默集团公司		0	-100.00	0
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		8,901	0.00	108	-12.30
2025-06-26	NP	TIEIX - TIAA-CREF 机构类别股票指数基金		19,463	0.00	236	-11.99
2025-08-12	13F	希尔斯代尔投资管理公司		0	-100.00	0
2025-08-26	NP	BRSVX - N 级小盘价值基金		242,900	0.00	3,354	2.66
2025-08-28	NP	JAFEX - 总股票市场指数信托资产净值		0	-100.00	0	-100.00
2025-08-04	13F	俄亥俄州		37,000	4.52	511	7.14
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		11,312	0.00	146	-8.18
2025-08-26	NP	EQ ADVISORS TRUST - EQ/富兰克林小型股价值管理波动性投资组合 IB 类		630	0.00	9	0.00
2025-08-19	NP	GARTX - 高盛绝对回报跟踪基金 A 类		5,080	-36.53	70	-34.58
2025-07-30	NP	FSAKX - 战略顾问美国全股票基金		20,699	0.00	267	-8.25
2025-08-27	NP	安联可变保险产品信托 - AZL DFA 美国核心股票基金		728	0.00	10	11.11
2025-05-15	13F	SRS 资本顾问公司		0	-100.00	0
2025-08-11	13F	犀牛投资伙伴公司		0	-100.00	0
2025-08-29	NP	JAFVX - 战略股权配置信托系列资产净值		3,075	13.59	42	16.67
2025-07-24	NP	FSKAX - 富达全市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		34,721	5.51	449	-3.24
2025-08-04	13F	联合银行		744	0.00	0
2025-08-27	NP	RYRRX - 罗素 2000 基金 A 类		37	-2.63	1
2025-08-14	13F	千禧管理有限公司		18,613	-35.45	257	-33.59
2025-08-29	NP	DHS - WisdomTree 美国高股息基金不适用		10,983	2.00	152	4.86
2025-07-24	13F	美国合众银行\de\		0	-100.00	0
2025-08-27	NP	JNL 系列信托 - JNL/DFA 美国小型股基金 (A)		5,366	0.00	74	2.78
2025-08-13	13F	纽约州共同退休基金		2,046	0.00	0
2025-08-28	NP	SLLAX - SIMT 小盘基金 F 类		2,778	-42.40	38	-40.62
2025-07-28	NP	HDG - ProShares 对冲复制 ETF		21	10.53	0
2025-06-26	NP	TISBX - TIAA-CREF 小型股混合指数基金机构类别		21,757	-14.90	263	-25.07

WSBF 机构投资人持股和股东 沃特斯通金融公司 (NasdaqGS) 股票