机构和基金投资人持股 - 买家
在瑞德资本公司中开设新头寸的主要持有者包括 FESM - 富达增强型小型股 ETF, 德克萨斯州金斯顿资本合伙有限公司, 环球保险及服务有限公司, 道德公司, Point72（迪拜国际金融中心）有限公司, 公平控股公司, M&T银行公司, WSML - iShares MSCI 全球小型股 ETF, 圣犀牛资本有限公司, 基石咨询有限责任公司, 西蒙快速顾问有限公司, 鲍嘉财富有限责任公司, Glenmede投资管理有限公司, 奥利弗·拉戈尔·万万林投资集团, SMDX - Intech 标准普尔小型中型多元化阿尔法 ETF, 金刚狼资产管理有限公司, 高注财富有限责任公司, Evolution Wealth Management公司, 威望财富管理集团有限责任公司, 和 金刚狼资产管理有限公司 .
本页面显示了上一报告期内增持或开仓的上市机构、基金和大股东的股权结构变化绿色行表示新头寸。点击链接图标查看完整的交易历史记录。
升级以解锁高级数据。
| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 944 | 77.11 | 4 | 100.00 | ||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 14,394 | 239.72 | 63 | 195.24 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 486,748 | 10.02 | 2,127 | -5.51 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 42,542 | 0.04 | 186 | -14.35 | ||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 772 | 1,986.49 | 3 | |||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | 30,460 | 133 | ||||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 189 | 1 | ||||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | Put | 2,200 | 10 | |||||
| 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 | 34,872 | 28.89 | 155 | -13.41 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 小型股指数投资组合 1 级 | 18,348 | 2.47 | 82 | -31.93 | ||||
| 2025-05-15 | 13F | 格伦梅德信托公司 | 4,819 | 18.61 | 25 | -11.11 | ||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 7,000 | 31 | ||||||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 12,708 | 56 | ||||||
| 2025-07-22 | 13F | 简单财富有限责任公司 | 60,000 | 100.00 | 262 | 72.37 | ||||
| 2025-07-11 | 13F | 德克萨斯州金斯顿资本合伙有限公司 | 62,266 | 1 | ||||||
| 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 | 15,634 | 14.03 | 68 | -1.45 | ||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 580 | 1,557.14 | 3 | |||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | 16,516 | 72 | ||||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 663 | 8.16 | 3 | -50.00 | ||||
| 2025-05-29 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | NP | WSML - iShares MSCI 全球小型股 ETF | 11,375 | 51 | ||||||
| 2025-08-05 | 13F | 纽约梅隆银行 | 1,348,142 | 0.72 | 5,891 | -13.52 | ||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 600 指数股票投资组合 | 60,455 | 5.34 | 264 | -9.59 | ||||
| 2025-08-20 | NP | RINC - AXS 房地产收入 ETF | 340,021 | 45.22 | 1,486 | 24.69 | ||||
| 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 | 34,537 | 26.14 | 154 | -18.52 | ||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 686 | 0.73 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | 道富银行 | 6,552,339 | 0.87 | 29,433 | -13.08 | ||||
| 2025-07-16 | 13F/A | CX 机构 | 1,049 | 0.87 | 0 | |||||
| 2025-06-24 | NP | SWSSX - 嘉信小盘指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 400,972 | 2.85 | 1,784 | -31.17 | ||||
| 2025-07-30 | 13F | 道德公司 | 29,232 | 132 | ||||||
| 2025-08-14 | 13F | Xponance公司 | 12,948 | 8.54 | 57 | -6.67 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 178,078 | 5.21 | 778 | -33.50 | ||||
| 2025-07-28 | NP | VCSLX - 小盘股指数基金 | 75,154 | 21.75 | 336 | -21.55 | ||||
| 2025-08-11 | 13F | AXS 投资有限责任公司 | 340,021 | 45.22 | 1,486 | 24.69 | ||||
| 2025-06-24 | NP | SFSNX - Schwab Fundamental 美国小公司指数基金机构股票 | 161,347 | 39.54 | 718 | -6.64 | ||||
| 2025-08-21 | NP | MORT - VanEck Vectors 抵押房地产投资信托收入 ETF | 1,381,454 | 3.51 | 6,037 | -11.14 | ||||
| 2025-08-27 | NP | RYRUX - Russell 2000 2x 策略基金 A 级股票 | 850 | 3.41 | 4 | -25.00 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | 17,226 | 65.33 | 75 | 41.51 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 118 | 1 | ||||||
| 2025-08-27 | NP | RYDEX 可变信托 - Russell 2000(R) 1.5x 策略基金可变年金 | 45 | 2.27 | 0 | |||||
| 2025-07-15 | 13F | 第五第三银行 | 1,593 | 174.18 | 7 | 200.00 | ||||
| 2025-08-12 | 13F | MAI资本管理 | 12,318 | 2.70 | 54 | -13.11 | ||||
| 2025-08-08 | 13F | 美国信安金融集团 | 845,177 | 0.75 | 3,693 | -13.49 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 398,339 | 887.67 | 3,790 | 1,748.78 | ||||
| 2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 79,701 | 1.13 | 348 | -13.22 | ||||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 827 | 185.17 | 4 | 200.00 | ||||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 21,609 | 94 | ||||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 32,914 | 1.95 | 144 | -12.80 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 11,511,755 | 0.53 | 50,306 | -13.69 | ||||
| 2025-07-31 | 13F | 财通国际资产管理有限公司 | 1,132 | 22,540.00 | 5 | |||||
| 2025-03-25 | 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 | 4,866 | 6.34 | 32 | 3.23 | ||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 84,051 | 367 | ||||||
| 2025-08-14 | 13F | 千禧管理有限公司 | 1,239,226 | 78.35 | 5,415 | 53.14 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 4,023,581 | 1.49 | 17,585 | -12.88 | ||||
| 2025-08-08 | 13F | 金融引力公司 | 828 | 4 | ||||||
| 2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 43,648 | 1.02 | 191 | -13.24 | ||||
| 2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 4,737 | 26.42 | 21 | 5.26 | ||||
| 2025-08-11 | 13F | 基石规划集团有限责任公司 | 288 | 5.88 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-08-12 | 13F | AlphaCore资本有限责任公司 | 22,210 | 3.11 | 97 | -11.01 | ||||
| 2025-08-15 | 13F | 公平控股公司 | 15,461 | 68 | ||||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-06-18 | NP | REBYX - 美国小盘Y类股票基金 | Short | -17,194 | -8.97 | -77 | -39.20 | |||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 90,045 | 92.68 | 393 | 65.82 | ||||
| 2025-07-17 | 13F | LexAurum 顾问有限公司 | 60,642 | 2.99 | 265 | -11.37 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 1,267 | 57.20 | 6 | 25.00 | ||||
| 2025-07-30 | NP | RIET - 豪雅资本高股息收益ETF | 160,661 | 29.18 | 718 | -16.61 | ||||
| 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 | 779,776 | 26.89 | 3,486 | -18.15 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理小型股投资组合 1 级 | 5,691 | 4.61 | 25 | -11.11 | ||||
| 2025-08-14 | 13F | 威望财富管理集团有限责任公司 | 349 | 2 | ||||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 108,607 | 1.15 | 488 | -12.70 | ||||
| 2025-08-22 | NP | DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 小盘股指数 VIP A 级 | 25,530 | 5.45 | 112 | -9.76 | ||||
| 2025-06-27 | NP | RSSL - Global X Russell 2000 ETF | 98,209 | 6.80 | 437 | -28.48 | ||||
| 2025-08-14 | 13F | 原子投资者有限合伙人 | 39,939 | 175 | ||||||
| 2025-08-27 | NP | RYMKX - 罗素 2000 1.5 倍策略基金 H 级 | 234 | 4.46 | 1 | 0.00 | ||||
| 2025-03-26 | 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 | 79,762 | 14.33 | 530 | 11.11 | ||||
| 2025-08-21 | NP | MXISX - Great-West S&P Small Cap 600 指数基金投资者类别 | 131,032 | 9.22 | 573 | -6.23 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 7,673 | 34 | ||||||
| 2025-08-07 | 13F | Illumine投资管理有限公司 | 21,726 | 2.79 | 95 | -12.15 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - MetLife Russell 2000 指数投资组合 A 类 | 60,474 | 22.14 | 264 | 4.76 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 14,900 | 67 | |||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 62,300 | 280 | |||||
| 2025-08-12 | 13F | 私人管理集团公司 | 1,626,817 | 0.55 | 7,109 | -13.67 | ||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 24,768 | 5.83 | 108 | -9.24 | ||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 129,833 | 7.90 | 1 | |||||
| 2025-07-23 | NP | VYSGX - Voya 小公司基金 W 级 | 92,447 | 1.05 | 413 | -34.86 | ||||
| 2025-08-26 | NP | NSIDX - 北方小盘股指数基金 | 77,305 | 6.09 | 338 | -8.92 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 113,665 | 441.91 | 497 | 367.92 | ||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 458,814 | 2.71 | 2,005 | -11.79 | ||||
| 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 | 14,852 | 4.25 | 65 | -11.11 | ||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 13,255 | 12.80 | 58 | -3.39 | ||||
| 2025-08-14 | 13F | Optiver控股有限公司 | 594 | 3 | ||||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 5,800 | 163.64 | 25 | 127.27 | ||||
| 2025-08-13 | 13F | 北方信托公司 | 1,661,643 | 1.35 | 7,261 | -12.99 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 170 | 38.21 | 1 | |||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 41,923 | 189 | ||||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 75,262 | 24.14 | 329 | 6.49 | ||||
| 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 | 1,677,443 | 3.55 | 7,465 | -30.71 | ||||
| 2025-08-14 | 13F | 西永资本有限公司 | 12,447 | 54 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 839 | 4 | ||||||
| 2025-08-14 | 13F | Ieq资本有限公司 | 44,408 | 267.46 | 194 | 218.03 | ||||
| 2025-07-08 | 13F | 上升顾问有限责任公司 | 3,555 | 2.78 | 16 | -11.76 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 4,331 | 55.29 | 19 | 28.57 | ||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 11,546 | 171.93 | 50 | 138.10 | ||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 2,615 | 1,046.93 | 11 | 1,000.00 | ||||
| 2025-08-13 | 13F | 古根海姆资本有限公司 | 164,349 | 5.46 | 718 | -9.46 | ||||
| 2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 97,934 | 12.94 | 428 | -3.17 | ||||
| 2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 39,025 | 1.04 | 171 | -13.27 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 11,610 | 12.16 | 51 | -1.96 | ||||
| 2025-06-27 | NP | EBIT - Harbor AlphaEdge 小型股收益者 ETF | 1,274 | 1.51 | 6 | -37.50 | ||||
| 2025-08-14 | 13F | 采石场LP | 204 | 1 | ||||||
| 2025-07-29 | NP | VRTIX - Vanguard Russell 2000 指数基金机构股票 | 823,949 | 11.37 | 3,683 | -28.16 | ||||
| 2025-07-28 | NP | KBWD - Invesco KBW 高股息收益金融 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,248,688 | 18.78 | 10,052 | -23.39 | ||||
| 2025-08-08 | 13F | 艾恩伍德投资顾问有限责任公司 | 23,600 | 2.92 | 103 | -11.21 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 399,598 | 741.28 | 1,746 | 624.48 | ||||
| 2025-08-14 | 13F | 范埃克联合公司 | 1,455,629 | 4.37 | 6 | -14.29 | ||||
| 2025-08-13 | 13F | 亚利桑那州退休系统 | 47,639 | 3.73 | 208 | -10.73 | ||||
| 2025-08-27 | NP | VEXMX - 先锋扩展市场指数基金投资者股票 | 2,646,983 | 3.73 | 11,567 | -10.94 | ||||
| 2025-07-10 | 13F | 奥利弗·拉戈尔·万万林投资集团 | 3,747 | 19 | ||||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 4,935 | 22 | ||||||
| 2025-06-23 | NP | PJARX - 小盘价值基金 II R-3 | 12,722 | 14.98 | 57 | -23.29 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 59,295 | 264 | ||||||
| 2025-07-29 | 13F | Arcus 资本合伙人有限责任公司 | 13,129 | 2.92 | 57 | -10.94 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 399,620 | 37.94 | 1,746 | 18.45 | ||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 269,425 | 153.01 | 1,177 | 117.16 | ||||
| 2025-08-14 | 13F | 威斯康星州投资委员会 | 319,684 | 198.20 | 1,397 | 156.33 | ||||
| 2025-03-25 | 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 | 31,425 | 13.12 | 209 | 9.47 | ||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 13,861 | 2.48 | 0 | |||||
| 2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 125,376 | 1.28 | 1 | |||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 23,270 | 18.33 | 102 | 1.00 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 111,531 | 8.32 | 487 | -7.06 | ||||
| 2025-03-25 | 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 | 88,555 | 16.58 | 589 | 13.08 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 5,275,370 | 4.88 | 23,053 | -9.95 | ||||
| 2025-07-30 | 13F | 基石咨询有限责任公司 | 10,480 | 46 | ||||||
| 2025-08-14 | 13F | 加州教师退休制度 | 176,803 | 18.02 | 773 | 1.31 | ||||
| 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 | 95,892 | 6.99 | 429 | -31.08 | ||||
| 2025-08-27 | NP | RYRRX - 罗素 2000 基金 A 类 | 391 | 4.55 | 2 | 0.00 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 基本美国小型股基金 (A) | 16,031 | 107.36 | 70 | 79.49 | ||||
| 2025-08-12 | 13F | 创始者有限公司 | 102,859 | 186.56 | 449 | 146.70 | ||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | Call | 300 | 1 | |||||
| 2025-08-14 | 13F | 德肖公司 | 46,739 | 204 | ||||||
| 2025-08-14 | 13F | 美国银行 /de/ | 633,261 | 121.64 | 2,767 | 90.30 | ||||
| 2025-08-13 | 13F | 宽博科技有限公司 | 144,441 | 34.83 | 631 | 15.78 | ||||
| 2025-08-12 | 13F | 路石控股有限责任公司 | 14,761 | 65 | ||||||
| 2025-07-28 | NP | XSHD - Invesco S&P SmallCap 高股息低波动性 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 337,869 | 16.58 | 1,510 | -24.80 | ||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 27,590 | 11.65 | 121 | -4.00 | ||||
| 2025-07-23 | 13F | 高注财富有限责任公司 | 1,195 | 5 | ||||||
| 2025-07-16 | 13F | 签名有限责任公司 | 3,085 | 180.97 | 13 | 160.00 | ||||
| 2025-08-12 | 13F | 恒线顾问公司 | 523,955 | 10.20 | 2,290 | -5.41 | ||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 145,398 | 8.23 | 1 | |||||
| 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 | 7,111 | 8.32 | 31 | -6.06 | ||||
| 2025-08-15 | 13F | 摩根士丹利 | 2,217,005 | 22.54 | 9,688 | 5.20 | ||||
| 2025-08-26 | NP | Profunds - Profunds 小型股副总裁 | 381 | 4.67 | 2 | 0.00 | ||||
| 2025-08-07 | 13F | 卡斯卡特金融合作伙伴有限责任公司 | 55,643 | 36.91 | 243 | 17.96 | ||||
| 2025-08-01 | 13F | 贝西默集团公司 | 1,188 | 1,000.00 | 0 | |||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 11,624 | 52 | ||||||
| 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 | 243,610 | 4.45 | 1,089 | -32.67 | ||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 84,372 | 3.57 | 369 | -11.11 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 57 | 235.29 | 0 | |||||
| 2025-07-16 | 13F | 阿拉斯加州税务部 | 101,786 | 9.00 | 0 | |||||
| 2025-08-12 | 13F | 阿彻投资公司 | 63 | 3.28 | 0 | |||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 753,842 | 91,831.95 | 3,294 | 82,250.00 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | 313,133 | 1,368 | ||||||
| 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 | 183,401 | 3.59 | 801 | -11.10 | ||||
| 2025-07-30 | NP | HYIN - WisdomTree 另类收入基金 N/A | 359,615 | 63.30 | 1,607 | 5.31 | ||||
| 2025-08-12 | 13F | 科斯顿·麦克艾萨克合伙人事务所 | 766 | 2.96 | 0 | |||||
| 2025-08-12 | 13F | 公共部门养老金投资委员会 | 581,322 | 8.77 | 2,540 | -6.62 | ||||
| 2025-06-24 | NP | BBSC - 摩根大通 BetaBuilders 美国小盘股 ETF | 57,471 | 11.54 | 256 | -25.44 | ||||
| 2025-07-15 | 13F | Bfsg 有限公司 | 10,740 | 5.09 | 47 | -11.54 | ||||
| 2025-07-24 | 13F | 罗伯逊·斯蒂芬斯财富管理有限责任公司 | 46,148 | 18.63 | 207 | 2.48 | ||||
| 2025-07-28 | NP | HDG - ProShares 对冲复制 ETF | 212 | 11.58 | 1 | -100.00 | ||||
| 2025-05-13 | 13F | 肖点资本合伙公司 | 66,000 | 2.33 | 336 | -23.69 | ||||
| 2025-06-30 | NP | SMDX - Intech 标准普尔小型中型多元化阿尔法 ETF | 3,039 | 14 | ||||||
| 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 | 122,872 | 5.31 | 537 | -9.61 | ||||
| 2025-08-06 | 13F | 象限私人财富管理有限责任公司 | 1,214,195 | 1.08 | 5,458 | -12.88 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 15,220 | 28.97 | 67 | 10.00 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者美国小型股管理式 ETF | 2,522 | 40.03 | 11 | 0.00 | ||||
| 2025-08-19 | 13F | 国家资产管理公司 | 31,225 | 36.40 | 136 | -15.53 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 15,394 | 1,071.54 | 67 | 1,016.67 | ||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 16,551 | 3.59 | 72 | -11.11 | ||||
| 2025-06-18 | NP | 全国共同基金 - 全国基本全盘股票投资组合 R6 级 | 8,113 | 53.63 | 36 | 2.86 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 230,656 | 2.50 | 1,008 | -12.05 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 924,411 | 66.18 | 4,040 | 42.67 | ||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | 163,635 | 715 | ||||||
| 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 | 9,006 | 8.94 | 39 | -7.14 | ||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 257 | 1 | ||||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 4,245 | 39.68 | 19 | 20.00 | ||||
| 2025-08-13 | 13F | 连续咨询有限责任公司 | 14,843 | 586.22 | 65 | 481.82 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 158,201 | 188.29 | 691 | 147.67 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 1,042 | 58.12 | 5 | 25.00 | ||||
| 2025-08-14 | 13F | 联信银行 | 60,407 | 1.15 | 264 | -13.20 | ||||
| 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 | 5,858 | 45.61 | 26 | -3.70 | ||||
| 2025-06-26 | NP | ISCV - iShares Morningstar 小盘价值 ETF | 31,491 | 4.20 | 140 | -30.00 | ||||
| 2025-08-04 | 13F | 汉兹金融服务公司 | 1,368 | 102.67 | 0 | |||||
| 2025-06-25 | NP | ISCB - iShares 晨星小型股 ETF | 7,905 | 3.86 | 35 | -30.00 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 77 | 0 | ||||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 186,689 | 1,068.27 | 1 | |||||
| 2025-07-17 | 13F | GraniteShares 顾问有限责任公司 | 412,967 | 6.67 | 1,805 | -8.43 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | 4,971 | 0 | ||||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 3,028 | 333.19 | 13 | 333.33 | ||||
| 2025-08-26 | NP | VVICX - Voya VACS 指数系列 SC 投资组合 | 12,182 | 8.63 | 53 | -7.02 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 2,728,804 | 19.86 | 11,925 | 2.90 | ||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 4,849 | 359.62 | 21 | 320.00 | ||||
| 2025-04-30 | 13F | 索福斯投资公司 | 99 | 1 | ||||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 小盘股指数投资组合 A 类 | 125,376 | 1.28 | 548 | -13.17 | ||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 306,965 | 1,826.96 | 1,341 | 1,555.56 | ||||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 10,463 | 46 | ||||||
| 2025-07-25 | 13F | 捐赠财富管理公司 | 25,163 | 2.79 | 110 | -12.10 | ||||
| 2025-07-24 | 13F | IFP 顾问公司 | 14,330 | 95.60 | 63 | 67.57 | ||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 17,923 | 11.88 | 78 | -3.70 | ||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 1,497,129 | 6,542 | ||||||
| 2025-08-06 | 13F | 彭塞拉资本管理有限公司 | 244,788 | 61.78 | 1 | |||||
| 2025-08-29 | NP | GraniteShares ETF 信托 - GraniteShares HIPS 美国高收入 ETF | 412,967 | 6.67 | 1,805 | -8.43 | ||||
| 2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 1,924,767 | 9.37 | 8,411 | -6.10 | ||||
| 2025-08-11 | 13F | VSM 财富咨询有限责任公司 | 1,063 | 2.90 | 5 | -20.00 | ||||
| 2025-08-11 | 13F | 品尼高财富规划服务公司 | 15,750 | 69 | ||||||
| 2025-08-13 | 13F | 贝克大道资产管理有限合伙人 | 11,354 | 50 | ||||||
| 2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 25,219 | 9.37 | 110 | -5.98 | ||||
| 2025-08-22 | NP | FESM - 富达增强型小型股 ETF | 239,864 | 1,048 | ||||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 1,189 | 2.85 | 5 | 0.00 | ||||
| 2025-08-26 | NP | Profunds - Profund 小盘股价值副总裁 | 3,725 | 1.39 | 16 | -11.11 | ||||
| 2025-06-27 | NP | SDIV - Global X SuperDividend ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., 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 | 1,175,942 | 36.17 | 5,233 | -8.88 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 小盘指数基金 II 类 | 32,240 | 13.89 | 141 | -2.78 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 3,110 | 11.31 | 14 | -7.14 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 196,140 | 1,101.40 | 857 | 932.53 | ||||
| 2025-07-17 | 13F | 圣犀牛资本有限公司 | 10,671 | 47 | ||||||
| 2025-08-14 | 13F | 水手有限责任公司 | 756,420 | 1.59 | 3,306 | -12.77 | ||||
| 2025-08-13 | 13F | M&T银行公司 | 11,455 | 50 | ||||||
| 2025-08-29 | NP | JAEWX - 小盘股指数信托资产净值 | 32,507 | 4.44 | 142 | -10.13 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 260,939 | 1.37 | 1,140 | -12.98 | ||||
| 2025-07-23 | 13F | 路易斯安那州雇员退休制度 | 79,700 | 0.38 | 348 | -13.86 | ||||
| 2025-07-15 | 13F | 诺登集团有限公司 | 71,182 | 54.79 | 311 | 32.91 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 92,411 | 0.82 | 404 | -13.52 | ||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 96 | 0 | ||||||
| 2025-07-09 | 13F | 港湾资本顾问公司 | 1,280 | 1.51 | 0 |
