机构和基金投资人持股 - 买家
在莫里斯公司中开设新头寸的主要持有者包括 SCHD - 嘉信美国股息股票 ETF, 哈德逊湾资本管理有限公司, JAHBX - 小盘价值信托资产净值, Point72（迪拜国际金融中心）有限公司, 阿尔钛全球公司, 投资有限责任公司, 塞拉峰会顾问有限公司, 野村控股公司, Pensionmark 金融集团有限公司, 林肯可变保险产品信托 - LVIP 贝莱德股息价值管理波动基金标准级, 德鲁克财富 3.0 有限责任公司, Axq资本有限合伙人, SummitTX Capital，LP, DRW 证券有限责任公司, 品尼高金融合作伙伴公司, 梅里特金融集团有限责任公司, Avantax 咨询服务公司, SRGAX - 斯金格成长基金 A 类股票, 坎顿哈撒韦有限责任公司, 和 DXUV-美国维度矢量股票 ETF .
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 | 联信银行 | 48,314 | 2.36 | 3,011 | 9.30 | ||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 3 | 0 | ||||||
| 2025-07-28 | 13F | 纽约州教师退休制度 | 24,232 | 46.86 | 2 | |||||
| 2025-08-26 | NP | IJR - iShares 核心标普小盘股 ETF | 3,534,404 | 8.68 | 220,264 | 16.05 | ||||
| 2025-04-03 | 13F | 第一夏威夷银行 | 12,628 | 0.02 | 737 | -21.03 | ||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 5,354 | 5.50 | 334 | 12.50 | ||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 29,191 | 1.76 | 1,819 | 8.66 | ||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 502,190 | 46.37 | 31,296 | 56.30 | ||||
| 2025-07-24 | 13F | 蓝色地带财富顾问有限责任公司 | 80,277 | 20.01 | 5,003 | 28.16 | ||||
| 2025-08-26 | NP | XJR - iShares ESG 筛选标普小盘 ETF | 5,130 | 40.59 | 320 | 50.47 | ||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 783,426 | 27.35 | 49 | 37.14 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 20,680 | 13.30 | 1,289 | 20.94 | ||||
| 2025-08-07 | 13F | 休斯金融服务有限责任公司 | 10 | 1 | ||||||
| 2025-08-08 | 13F | 资本投资咨询服务有限责任公司 | 5,211 | 0.10 | 325 | 6.93 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 20,199 | 261.41 | 1,259 | 285.89 | ||||
| 2025-08-18 | 13F/A | Kestra 投资管理有限责任公司 | 5,862 | 300.68 | 365 | 329.41 | ||||
| 2025-08-14 | 13F | 斯诺登资本顾问有限责任公司 | 4,069 | 1.85 | 254 | 8.58 | ||||
| 2025-08-05 | 13F | 蒙特利尔银行/can/ | 12,088 | 6.53 | 753 | 13.75 | ||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 513 | 0 | ||||||
| 2025-08-15 | 13F | 摩根士丹利 | 717,461 | 5.55 | 44,712 | 12.72 | ||||
| 2025-08-06 | 13F | 石屋投资管理有限公司 | 127 | 8 | ||||||
| 2025-08-01 | 13F | 贝西默集团公司 | 205 | 15.82 | 0 | |||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 1,414 | 45.47 | 89 | 57.14 | ||||
| 2025-08-12 | 13F | 新常春藤资本管理公司 | 1,206 | 75 | ||||||
| 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 | 13,592 | 17.58 | 728 | -19.56 | ||||
| 2025-06-30 | NP | DADGX - Dunham 小盘成长基金 A 类 | 17,936 | 75.98 | 961 | 20.58 | ||||
| 2025-08-14 | 13F | Smartleaf资产管理有限责任公司 | 1,602 | 73.75 | 101 | 88.68 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 113 | 2.73 | 6 | -14.29 | ||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 47,125 | 2,937 | ||||||
| 2025-05-29 | NP | NPSGX - NICHOLAS PARTNERS 小盘成长基金机构股 | 8,430 | 492 | ||||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 310 | 6.90 | 17 | -27.27 | ||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 48,356 | 17.56 | 3,014 | 25.54 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国 Social Core Equity 2 投资组合股票 | 6,667 | 4,344.67 | 357 | 3,145.45 | ||||
| 2025-08-27 | NP | VITNX - 先锋机构总股票市场指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 37,660 | 3.80 | 2,347 | 10.82 | ||||
| 2025-08-27 | NP | VSTCX - 先锋战略小型股票基金投资者股票 | 59,761 | 1,111.21 | 3,724 | 1,197.56 | ||||
| 2025-08-07 | 13F | Axiom 国际投资有限公司 /de | 190,750 | 28.77 | 11,888 | 37.52 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 小型公司成长投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 82,126 | 49.61 | 5,118 | 59.79 | ||||
| 2025-07-10 | 13F | 纳富尔顿银行 | 6,581 | 2.94 | 410 | 9.92 | ||||
| 2025-08-14 | 13F | 希尔顿资本管理有限责任公司 | 41,558 | 10.47 | 2,590 | 17.95 | ||||
| 2025-07-29 | NP | PBQAX - PGIM Jennison 混合基金 A 类 | 13,419 | 1.05 | 766 | -18.34 | ||||
| 2025-08-12 | 13F | 塞拉峰会顾问有限公司 | 11,561 | 720 | ||||||
| 2025-08-28 | NP | SLYV - SPDR(R) S & P 600 小盘价值 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 207,360 | 1.61 | 12,923 | 8.51 | ||||
| 2025-08-26 | NP | Profunds - Profund 小盘成长股副总裁 | 867 | 7.30 | 54 | 14.89 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/摩根士丹利小型股成长投资组合 IB 级 | 9,398 | 25.02 | 586 | 33.56 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 2,373,351 | 5.89 | 147,907 | 13.08 | ||||
| 2025-07-16 | 13F | 阿拉斯加州税务部 | 44,201 | 13.01 | 3 | 0.00 | ||||
| 2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 16,955 | 4.95 | 1,057 | 12.10 | ||||
| 2025-07-24 | NP | LRSCX - 小盘价值系列 A 类 | 93,208 | 16.61 | 5,323 | -5.72 | ||||
| 2025-08-12 | 13F | 银色信托公司 | 13,563 | 4.35 | 845 | 11.48 | ||||
| 2025-08-26 | NP | CRISX - CRM 小型股价值基金机构 | 30,864 | 19.96 | 1,923 | 28.11 | ||||
| 2025-08-26 | NP | IVSOX - Voya SmallCap 机会投资组合 I 类 | 35,011 | 43.60 | 2,182 | 53.38 | ||||
| 2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 54,548 | 5.21 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | 牛津资产管理公司 | 4,697 | 293 | ||||||
| 2025-06-05 | NP | GTAPX - 定量美国多头/空头股票投资组合 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | 上升顾问有限责任公司 | 181 | 1.12 | 11 | 10.00 | ||||
| 2025-06-27 | NP | SMLL – Harbor Active 小型股 ETF | 3,255 | 36.14 | 174 | -6.95 | ||||
| 2025-08-12 | 13F | MAI资本管理 | 31 | 2 | ||||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 67,023 | 331.21 | 4,177 | 360.42 | ||||
| 2025-08-14 | 13F | 野村控股公司 | 8,856 | 552 | ||||||
| 2025-07-31 | 13F | 阿尔钛全球公司 | 32,566 | 2,030 | ||||||
| 2025-08-14 | 13F | 拉扎德资产管理公司 | 3,093 | 296.54 | 0 | |||||
| 2025-04-28 | 13F | 品尼高金融合作伙伴公司 | 5,730 | 334 | ||||||
| 2025-08-14 | 13F | CIBC 资产管理公司 | 4,460 | 3.36 | 278 | 10.36 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 165 | 135.71 | 10 | 233.33 | ||||
| 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 | 1,577 | 6.63 | 98 | 13.95 | ||||
| 2025-07-29 | NP | RBB FUND, INC. - 阿达拉小型公司基金 | 24,152 | 67.91 | 1,379 | 35.73 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/普通股指数投资组合 IA 级 | 8,800 | 49.15 | 548 | 59.30 | ||||
| 2025-08-13 | 13F | 温斯洛资产管理公司 | 170,551 | 0.94 | 11 | 11.11 | ||||
| 2025-08-14 | 13F | 加州教师退休制度 | 69,155 | 0.30 | 4,310 | 7.11 | ||||
| 2025-08-29 | NP | GFSIX - Gabelli 全球金融服务基金 I 类 | 19,700 | 20.49 | 1,228 | 28.62 | ||||
| 2025-07-29 | 13F | 地区金融公司 | 98,541 | 1.84 | 6,141 | 8.75 | ||||
| 2025-08-28 | NP | Humankind Benefit Corp - Humankind 美国股票 ETF | 142 | 5.97 | 9 | 14.29 | ||||
| 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 | 21,099 | 2.46 | 1,130 | -29.90 | ||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 21,801 | 5.89 | 1,359 | 13.07 | ||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 600 指数股票投资组合 | 26,338 | 8.04 | 1,641 | 15.40 | ||||
| 2025-07-25 | 13F | LRI 投资有限责任公司 | 103 | 6 | ||||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 336,918 | 32.82 | 22,169 | 49.76 | ||||
| 2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert VP Russell 2000 小型股指数投资组合 - I 类 | 7,592 | 5.31 | 473 | 12.62 | ||||
| 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 | 130,444 | 0.90 | 7,450 | -18.42 | ||||
| 2025-08-11 | 13F | Trajan 财富有限责任公司 | 6,092 | 21.19 | 380 | 29.35 | ||||
| 2025-06-18 | NP | 全国共同基金 - 全国基本全盘股票投资组合 R6 级 | 2,376 | 25.12 | 127 | -14.19 | ||||
| 2025-08-14 | 13F | 灯塔投资伙伴有限责任公司 | 70,077 | 85.97 | 4,367 | 98.59 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 93,137 | 17.26 | 5,804 | 25.22 | ||||
| 2025-08-28 | NP | TPSC - Timothy Plan 美国小盘股核心 ETF | 7,186 | 20.45 | 448 | 28.45 | ||||
| 2025-08-12 | 13F | 公共部门养老金投资委员会 | 252,940 | 13.01 | 15,763 | 20.68 | ||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 638 | 34 | ||||||
| 2025-06-26 | NP | DFAS - 维度美国小型股 ETF | 112,417 | 9.29 | 6,023 | -25.20 | ||||
| 2025-08-29 | NP | DHS - WisdomTree 美国高股息基金 不适用 | 35,546 | 2.01 | 2,215 | 8.95 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 7,378 | 6.73 | 460 | 13.90 | ||||
| 2025-08-13 | 13F | 景顺有限公司 | 452,522 | 41.37 | 28,201 | 50.96 | ||||
| 2025-07-31 | 13F | 新泽西州共同养老基金 D | 33,294 | 21.18 | 2,075 | 29.38 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 597 | 89.52 | 37 | 105.56 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 31,084 | 1,665 | ||||||
| 2025-08-22 | NP | 哥伦比亚基金可变保险信托 - 哥伦比亚可变投资组合 - 小型公司成长基金 1 级 | 41,058 | 21.36 | 2,559 | 29.58 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者美国小型股管理式 ETF | 896 | 60.00 | 48 | 11.63 | ||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 9 | 1 | ||||||
| 2025-08-12 | 13F | 贝莱德公司 | 8,788,977 | 4.68 | 547,729 | 11.79 | ||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 24 | 1 | ||||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 250,710 | 48.11 | 15,624 | 58.15 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 133 | 224.39 | 8 | 300.00 | ||||
| 2025-08-12 | 13F | 恒线顾问公司 | 211,220 | 9.29 | 13,163 | 16.70 | ||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 1,060,294 | 10.57 | 66,078 | 18.08 | ||||
| 2025-08-06 | 13F | 基石投资伙伴有限责任公司 | 10,353 | 0.79 | 645 | 7.68 | ||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 0 | 0 | ||||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 31,093 | 1,938 | ||||||
| 2025-08-01 | 13F | 詹尼森联合有限公司 | 671,431 | 38.37 | 41,844 | 47.76 | ||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 11,302 | 13,682.93 | 704 | 17,500.00 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | 55,755 | 232.01 | 3,475 | 254.49 | ||||
| 2025-08-06 | 13F | 盈丰资产管理（北美）公司 | 80,469 | 11.47 | 5,014 | 19.07 | ||||
| 2025-08-28 | NP | KCE - SPDR(R) 标准普尔资本市场 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 | 136,218 | 2.55 | 8,489 | 9.51 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 40,808 | 251.10 | 2,543 | 275.07 | ||||
| 2025-08-12 | 13F | 少尉峰顾问公司 | 87,300 | 75.56 | 5,441 | 87.46 | ||||
| 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 | 40,594 | 2.65 | 2,318 | -17.01 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 3,452 | 215 | ||||||
| 2025-08-29 | NP | STXK-Strive 小型股 ETF | 2,235 | 3.57 | 139 | 11.20 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 1,167 | 3.37 | 73 | 10.77 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL DFA 美国核心股票基金 | 1,724 | 88.83 | 107 | 109.80 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 3,954 | 39.52 | 246 | 17.70 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 214,303 | 11.60 | 13,355 | 19.18 | ||||
| 2025-06-27 | NP | EBIT - Harbor AlphaEdge 小型股收益者 ETF | 96 | 28.00 | 5 | 0.00 | ||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-08-20 | NP | WGROX - Wasatch 核心增长基金投资者类别股票 | 1,146,395 | 3.70 | 71,443 | 10.74 | ||||
| 2025-08-20 | NP | FSMCX - 附属中小盘基金机构类别 | 12,082 | 3.07 | 753 | 9.94 | ||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 233 | 5,725.00 | 15 | |||||
| 2025-06-25 | NP | CDAZX - 多经理定向另类策略基金机构类别 | Short | -6,766 | 80.67 | -363 | 23.55 | |||
| 2025-07-18 | 13F | 信托金融公司 | 10,018 | 52.04 | 624 | 62.50 | ||||
| 2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 3 | 0 | ||||||
| 2025-08-26 | NP | IJS - iShares S&P 小型股 600 价值 ETF | 282,420 | 4.11 | 17,600 | 11.17 | ||||
| 2025-08-13 | 13F | 北方信托公司 | 865,405 | 0.75 | 53,932 | 7.59 | ||||
| 2025-06-30 | NP | VEXPX - VANGUARD EXPLORER 基金投资者股票 | 351,751 | 140.60 | 18,847 | 176.78 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 32,200 | 159.68 | 2,007 | 177.46 | |||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 2,396,230 | 6.01 | 149,333 | 13.21 | ||||
| 2025-08-26 | NP | 纽约梅隆银行投资组合 - 小盘股指数投资组合 - 服务股票 | 28,898 | 0.98 | 1,801 | 7.78 | ||||
| 2025-08-14 | 13F | 里格斯资产管理有限公司 | 103 | 6 | ||||||
| 2025-08-28 | NP | IWO - iShares Russell 2000 Growth ETF | 529,559 | 20.90 | 33,002 | 29.11 | ||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 3,241 | 10.13 | 202 | 17.54 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | 126,163 | 7,862 | ||||||
| 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 | 3,731 | 7.15 | 233 | 14.29 | ||||
| 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 | 32,173 | 0.61 | 1,724 | -31.16 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 93 | 272.00 | 6 | 400.00 | ||||
| 2025-08-14 | 13F | 阿佐拉资本有限合伙人 | 750,358 | 46,762 | ||||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 34,345 | 2,140 | ||||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 小盘股指数投资组合 A 类 | 54,548 | 5.21 | 3,399 | 12.36 | ||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | 5,704 | 3.03 | 355 | 9.91 | ||||
| 2025-08-14 | 13F | Cinctive资本管理有限责任公司 | 35,406 | 59.36 | 2,207 | 70.22 | ||||
| 2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 3,894 | 51.11 | 209 | 3.48 | ||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 221 | 14.51 | 14 | 18.18 | ||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 25,325 | 26.61 | 1,864 | 74.77 | ||||
| 2025-06-24 | NP | NLSAX - Neuberger Berman 多头空头基金 A 类 | Short | -417,517 | 24.83 | -22,371 | -14.57 | |||
| 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 | 6,967 | 17.13 | 434 | 25.07 | ||||
| 2025-03-20 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 96 | 405.26 | 8 | 600.00 | ||||
| 2025-08-26 | NP | IRSIX - Voya Russell™ 小盘股指数投资组合 ADV 级 | 14,825 | 5.09 | 924 | 12.15 | ||||
| 2025-08-12 | 13F | 皮克顿马奥尼资产管理公司 | 7,161 | 1.34 | 0 | |||||
| 2025-08-04 | 13F | 翡翠顾问有限公司 | 458,006 | 7.40 | 28,543 | 14.68 | ||||
| 2025-08-11 | 13F | 科维斯特有限公司 | 3,150 | 1,919.23 | 0 | |||||
| 2025-08-28 | NP | VLU - SPDR S&P 1500 价值倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 474 | 8.22 | 30 | 16.00 | ||||
| 2025-07-29 | NP | SMXAX - SIIT 扩展市场指数基金 - A 类 | 11,900 | 12.26 | 680 | -9.22 | ||||
| 2025-08-14 | 13F | 间隔合伙人有限合伙人 | 97,030 | 6,047 | ||||||
| 2025-04-25 | NP | BLUIX - 蓝图成长基金机构级 | 1,570 | 12.71 | 111 | 2.80 | ||||
| 2025-06-24 | NP | SWSCX - 嘉信小盘股票基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 51,315 | 2,749 | ||||||
| 2025-07-22 | 13F | Petros 家族财富有限责任公司 | 3,897 | 0.70 | 243 | 7.56 | ||||
| 2025-07-09 | 13F | 新英格兰研究与管理公司 | 15,375 | 1.65 | 1 | |||||
| 2025-06-24 | NP | SFSNX - Schwab Fundamental 美国小公司指数基金机构股票 | 46,692 | 0.48 | 2,502 | -31.25 | ||||
| 2025-08-28 | NP | LAVLX - 雅培勋爵中型股票基金公司 A 类 | 312,172 | 47.35 | 19,455 | 57.34 | ||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 6,065 | 378 | ||||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 43,603 | 19.45 | 2,717 | 27.56 | ||||
| 2025-08-14 | 13F | 瓦萨奇顾问公司 | 2,845,605 | 4.11 | 177,338 | 11.17 | ||||
| 2025-08-29 | NP | JAEWX - 小盘股指数信托资产净值 | 14,048 | 4.34 | 875 | 11.46 | ||||
| 2025-08-21 | NP | MXISX - Great-West S&P Small Cap 600 指数基金投资者类别 | 54,696 | 0.57 | 3,409 | 7.37 | ||||
| 2025-08-29 | NP | JAHBX - 小盘价值信托资产净值 | 65,242 | 4,066 | ||||||
| 2025-08-14 | 13F | 多元化财富管理有限责任公司 | 89,189 | 16.90 | 6,564 | 61.40 | ||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 76,913 | 0.34 | 5 | 0.00 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 163,657 | 23.03 | 10 | 42.86 | ||||
| 2025-08-13 | 13F | Blueshift 资产管理有限责任公司 | 7,895 | 492 | ||||||
| 2025-08-27 | NP | TSFAX - Touchstone 小盘基金 A 类 | 171,730 | 0.55 | 10,702 | 7.37 | ||||
| 2025-06-27 | NP | RSSL - Global X Russell 2000 ETF | 42,920 | 6.54 | 2,300 | -27.11 | ||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 163 | 30.40 | 10 | 42.86 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 5,247 | 368 | ||||||
| 2025-07-23 | 13F | Klp资本管理公司 | 14,700 | 5.76 | 916 | 12.95 | ||||
| 2025-07-09 | 13F | 港湾资本顾问公司 | 96 | 28.00 | 0 | |||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 1 | 0 | ||||||
| 2025-08-04 | 13F | 资产标记公司 | 31 | 2 | ||||||
| 2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 91,210 | 6.87 | 5,684 | 14.14 | ||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 1 | 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 | 19,936 | 80.43 | 1,068 | 23.47 | ||||
| 2025-08-14 | 13F | DRW 证券有限责任公司 | 5,831 | 363 | ||||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 57,132 | 17.23 | 4 | 50.00 | ||||
| 2025-08-15 | NP | ROFCX - 罗伊斯机会基金顾问班 | 50,644 | 18.98 | 3,156 | 27.05 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 327 | 59.51 | 20 | 81.82 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 2,021 | 33.93 | 126 | 42.05 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 23,066 | 118.97 | 1,236 | 49.88 | ||||
| 2025-06-25 | NP | PQJCX - PGIM Jennison 小盘核心股票基金 R6 级 | 799 | 45.54 | 43 | 0.00 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - Russell 2000(R) 1.5x 策略基金可变年金 | 20 | 5.26 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 661,594 | 1,161.81 | 41,231 | 1,247.83 | ||||
| 2025-08-27 | NP | VMNFX - 先锋市场中性基金投资者股票 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 | 7,513 | 468 | ||||||
| 2025-07-25 | 13F | Verdence 资本顾问有限责任公司 | 39,358 | 1.77 | 2,453 | 8.64 | ||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 9,122 | 18.88 | 568 | 27.07 | ||||
| 2025-07-25 | NP | SCHD - 嘉信美国股息股票 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 | 2,017,406 | 115,214 | ||||||
| 2025-08-28 | NP | CBHAX - 胜利市场中性收益基金 A 类 | 39,427 | 54.23 | 2,457 | 64.79 | ||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 39,984 | 31.12 | 2,492 | 40.02 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 9,999 | 25.85 | 1 | |||||
| 2025-06-24 | NP | BBSC - 摩根大通 BetaBuilders 美国小盘股 ETF | 25,043 | 11.51 | 1,342 | -23.72 | ||||
| 2025-08-14 | 13F | 全新世顾问有限合伙人 | 22,555 | 1,406 | ||||||
| 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 | 102,933 | 11.25 | 5,879 | -10.05 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 小盘股指数基金 | 2,200 | 4.76 | 137 | 12.30 | ||||
| 2025-07-23 | NP | TCMSX - Voya 小盘成长基金 I 类 | 284,925 | 64.31 | 16,272 | 32.84 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 5,100 | 34.21 | 318 | 43.44 | |||
| 2025-08-08 | 13F | 美国信安金融集团 | 368,034 | 4.42 | 22,936 | 11.50 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | 3,629 | 226 | ||||||
| 2025-08-14 | 13F | Xponance公司 | 5,794 | 7.84 | 361 | 15.34 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 199 | 15 | ||||||
| 2025-08-12 | 13F | 美国世纪公司 | 7,885 | 491 | ||||||
| 2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 1,074 | 2.48 | 67 | 8.20 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 180 | 140.00 | 11 | 175.00 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 8,831 | 41.75 | 550 | 51.52 | ||||
| 2025-08-13 | 13F | 文艺复兴科技有限公司 | 572,144 | 15.97 | 35,656 | 23.84 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL 小盘股指数基金 (I) | 126,411 | 2.58 | 7,878 | 9.52 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | 63,397 | 3,951 | ||||||
| 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 | 56,900 | 9.21 | 3,546 | 16.64 | ||||
| 2025-08-27 | NP | PGOAX - PGIM JENNISON 小型公司基金 A 类 | 221,038 | 2.40 | 13,775 | 9.35 | ||||
| 2025-07-24 | 13F | 德鲁克财富 3.0 有限责任公司 | 6,846 | 467 | ||||||
| 2025-08-06 | 13F | 科技银行/pa | 5 | 0 | ||||||
| 2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 13 | 30.00 | 1 | |||||
| 2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 3,989 | 249 | ||||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 2,946 | 5,355.56 | 184 | 6,000.00 | ||||
| 2025-07-28 | NP | RWJ - Invesco S&P SmallCap 600 收入 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 21,394 | 15.54 | 1,222 | -6.65 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 3,657 | 228 | ||||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 1,040,595 | 61.44 | 64,853 | 72.41 | ||||
| 2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 163,100 | 138.45 | 10,164 | 154.67 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国小型成长型投资组合机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 41,917 | 196.65 | 2,246 | 102.98 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 21,300 | 4.41 | 1,327 | 11.51 | ||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 949 | 19.22 | 59 | 28.26 | ||||
| 2025-08-13 | 13F | 加贝利基金有限责任公司 | 24,250 | 17.43 | 1,511 | 25.39 | ||||
| 2025-07-25 | NP | CGOAX - 哥伦比亚小盘成长基金 I A 类 | 380,881 | 0.64 | 21,752 | -18.63 | ||||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 98,967 | 101.70 | 5,303 | 38.04 | ||||
| 2025-07-29 | NP | VRTIX - Vanguard Russell 2000 指数基金机构股票 | 355,286 | 9.85 | 20,290 | -11.19 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 12,162 | 56.44 | 652 | 7.07 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 91,549 | 4.12 | 5,705 | 11.19 | ||||
| 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 | 12,545 | 2.24 | 782 | 9.08 | ||||
| 2025-06-17 | NP | MASMX - 麦迪逊小盘基金 小盘基金 A 类 | 46,756 | 19.04 | 2,505 | -18.51 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 19,046 | 12.75 | 1,187 | 20.41 | ||||
| 2025-08-12 | 13F | Axq资本有限合伙人 | 6,201 | 386 | ||||||
| 2025-07-28 | 13F | 策划财富合作伙伴有限责任公司 | 9,021 | 1.29 | 562 | 8.29 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | 630,286 | 8.61 | 39,279 | 15.98 | ||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 1,980 | 12.12 | 113 | -8.87 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 16,724 | 8.38 | 1,042 | 15.78 | ||||
| 2025-08-14 | 13F | 海德兰兹技术有限责任公司 | 438 | 42.21 | 27 | 58.82 | ||||
| 2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 1,948 | 14.79 | 121 | 22.22 | ||||
| 2025-07-28 | 13F | 资本管理公司/弗吉尼亚州 | 246,151 | 17.41 | 15,340 | 25.38 | ||||
| 2025-08-08 | 13F | 创意策划 | 6,639 | 14.23 | 414 | 21.83 | ||||
| 2025-08-11 | 13F | 罗伊斯联合有限责任公司 | 93,869 | 16.45 | 5,850 | 24.34 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 小型股指数投资组合 1 级 | 8,031 | 2.57 | 430 | -29.85 | ||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 59,885 | 2.92 | 4 | 0.00 | ||||
| 2025-07-29 | NP | WPGHX - WPG Partners 精选对冲基金机构 | Short | -3,042 | -55.56 | -174 | -64.18 | |||
| 2025-08-11 | 13F | 美国信安证券公司 | 115 | 51.32 | 7 | 40.00 | ||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 50,737 | 18.47 | 3,162 | 26.49 | ||||
| 2025-08-26 | NP | GAFCX - Virtus AlphaSimplex 全球另类基金 C 类 | 2,162 | 88.16 | 135 | 100.00 | ||||
| 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 | 175,896 | 2.95 | 9,425 | -29.54 | ||||
| 2025-07-21 | 13F | 格林伍德资本联合有限公司 | 22,045 | 7.74 | 1,374 | 14.99 | ||||
| 2025-08-22 | NP | DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 小盘股指数 VIP A 级 | 11,396 | 6.66 | 710 | 13.96 | ||||
| 2025-08-27 | NP | BBGSX - Bridge Builder 中小型股成长基金 | 12,104 | 25.07 | 754 | 33.69 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 500 | 0 | |||||
| 2025-08-29 | NP | SRIGX - Gabelli ESG 基金公司 AAA 级 | 2,300 | 4.55 | 143 | 11.72 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 1,900 | 58.33 | 0 | ||||
| 2025-08-11 | 13F | 克莱默·罗森塔尔·麦克格林有限公司 | 195,338 | 70.01 | 12,173 | 81.55 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 6 | 0 | ||||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 15,680 | 8.27 | 977 | 15.62 | ||||
| 2025-07-22 | NP | FSCC - 联邦 Hermes MDT 小型股核心 ETF | 285 | 493.75 | 16 | 433.33 | ||||
| 2025-08-27 | NP | RYMKX - 罗素 2000 1.5 倍策略基金 H 级 | 104 | 7.22 | 6 | 20.00 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 1,328,346 | 20.51 | 82,783 | 28.69 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 8,849,607 | 6.55 | 551,508 | 13.78 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 15,200 | 34.51 | 947 | 43.70 | |||
| 2025-08-27 | NP | 保诚系列基金 - 小盘股票投资组合 I 类 | 66,650 | 5.96 | 4,154 | 13.16 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳投资组合策略有限责任公司 | 150,826 | 9,399 | ||||||
| 2025-08-27 | NP | NAESX - 先锋小型股指数基金投资者股票 | 1,817,074 | 3.15 | 113,240 | 10.15 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 268 | 3.88 | 17 | -15.79 | ||||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 7,592 | 5.31 | 473 | 12.62 | ||||
| 2025-08-04 | 13F | 密钥银行国家协会/哦 | 6,677 | 67.64 | 416 | 79.31 | ||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 67,503 | 17.35 | 4,207 | 26.27 | ||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 358 | 22 | ||||||
| 2025-05-22 | NP | IPSIX - Voya 指数加上小型股投资组合 I 类 | 27,102 | 67.27 | 1,582 | 32.08 | ||||
| 2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 941 | 8.66 | 59 | 16.00 | ||||
| 2025-08-07 | 13F | 英杰华公司 | 8,097 | 20.42 | 505 | 28.57 | ||||
| 2025-08-28 | NP | SLYG - SPDR(R) S & P 600 小盘成长 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 187,005 | 0.14 | 11,654 | 6.94 | ||||
| 2025-06-26 | NP | SMCO - 希尔顿中小型股机会 ETF | 29,023 | 8.14 | 1,555 | -25.99 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 19,058 | 3.51 | 1,188 | 10.52 | ||||
| 2025-08-27 | NP | VEXMX - 先锋扩展市场指数基金投资者股票 | 1,146,976 | 6.05 | 71,480 | 13.25 | ||||
| 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 | 385,987 | 0.42 | 22,044 | -18.81 | ||||
| 2025-08-04 | 13F | 汉兹金融服务公司 | 90 | 1,025.00 | 0 | |||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 2,052,862 | 26.04 | 127,947 | 34.58 | ||||
| 2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 44,323 | 8.30 | 2,762 | 15.66 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 13,817 | 24.34 | 861 | 32.87 | ||||
| 2025-08-28 | NP | Lord Abbett SERIES FUND INC - 中型股票投资组合 VC 级 | 66,375 | 46.47 | 4,136 | 56.43 | ||||
| 2025-07-25 | 13F | 优素福资本管理有限公司 | 28,397 | 6.22 | 1,770 | 13.40 | ||||
| 2025-08-26 | NP | Profunds - Profund 超小型股副总裁 | 260 | 1.96 | 16 | 14.29 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 46,790 | 14.26 | 2,507 | -21.80 | ||||
| 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 | 715,562 | 2.52 | 38,340 | -29.84 | ||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 145 | 38.10 | 9 | 50.00 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 5,429 | 338 | ||||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 636,747 | 37.04 | 39,683 | 46.35 | ||||
| 2025-08-27 | NP | VISGX - 先锋小盘成长指数基金投资者股票 | 1,006,537 | 1.83 | 62,727 | 8.74 | ||||
| 2025-07-23 | 13F | 路易斯安那州雇员退休制度 | 34,700 | 4.52 | 2,163 | 11.62 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 209,590 | 8.33 | 13,062 | 15.69 | ||||
| 2025-07-28 | NP | HDG - ProShares 对冲复制 ETF | 93 | 12.05 | 5 | 0.00 | ||||
| 2025-08-13 | 13F | 挪威银行 | 501,416 | 31,248 | ||||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 69,228 | 183.91 | 4,314 | 203.16 | ||||
| 2025-08-13 | 13F | 第一国家顾问有限责任公司 | 8,316 | 6.27 | 518 | 13.60 | ||||
| 2025-06-27 | NP | TBG - TBG 股息焦点 ETF | 42,479 | 31.86 | 2,276 | -9.75 | ||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 5,682 | 18.40 | 354 | 26.43 | ||||
| 2025-08-04 | 13F | 坎顿哈撒韦有限责任公司 | 820 | 0 | ||||||
| 2025-08-11 | 13F | 麦迪逊资产管理有限责任公司 | 1,295,284 | 2.46 | 80,722 | 9.41 | ||||
| 2025-08-07 | 13F | 深刻顾问有限公司 | 3,427 | 214 | ||||||
| 2025-08-06 | 13F | AE 财富管理有限责任公司 | 3,317 | 207 | ||||||
| 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 | 50,269 | 13.96 | 3,133 | 21.68 | ||||
| 2025-07-17 | 13F | 罗利资本管理公司 | 6 | 0 | ||||||
| 2025-08-14 | 13F | 塞伊投资公司 | 305,963 | 5.41 | 19,068 | 12.57 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - ATM 小盘波动率管理投资组合 K 级 | 22,922 | 1.78 | 1,428 | 8.68 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 295 | 126.92 | 18 | 157.14 | ||||
| 2025-08-29 | NP | 加贝利股权信托公司 | 2,250 | 7.14 | 140 | 14.75 | ||||
| 2025-06-26 | NP | MSTQX - 晨星美国股票基金 | 33,186 | 32.82 | 1,778 | -9.10 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 20,934 | 22.34 | 1,305 | 30.66 | ||||
| 2025-07-28 | 13F | 莫兰财富管理有限责任公司 | 37,832 | 2,358 | ||||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 382,100 | 6.79 | 23,812 | 14.04 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 3,080,123 | 4.68 | 191,953 | 11.79 | ||||
| 2025-08-13 | 13F | 蒂姆库安资产管理公司/佛罗里达州 | 1,424,527 | 0.53 | 88,776 | 7.35 | ||||
| 2025-08-26 | NP | Profunds - Profunds 小型股副总裁 | 170 | 6.92 | 11 | 11.11 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 15,579 | 57.87 | 971 | 68.70 | ||||
| 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 | 12,634 | 6.61 | 722 | -13.86 | ||||
| 2025-04-25 | NP | VFMO - Vanguard US Momentum Factor ETF ETF 股票 | 14,870 | 113.31 | 1,050 | 95.90 | ||||
| 2025-08-14 | 13F | 道富银行 | 2,862,337 | 3.21 | 178,381 | 10.22 | ||||
| 2025-08-13 | 13F | 传统资本财富合作伙伴有限责任公司 | 3,320 | 207 | ||||||
| 2025-08-29 | NP | DON - WisdomTree 美国中型股股息基金 不适用 | 135,493 | 0.07 | 8,444 | 6.86 | ||||
| 2025-07-25 | 13F | 海明顿财富管理 | 6 | 0 | ||||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 84,703 | 1,277.06 | 5,279 | 1,374.30 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 18 | 1 | ||||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 2,969 | 622.38 | 159 | 396.88 | ||||
| 2025-07-25 | NP | SRGAX - 斯金格成长基金 A 类股票 | 988 | 56 | ||||||
| 2025-06-26 | NP | JHSC - 约翰汉考克多因素小盘股 ETF | 15,275 | 7.01 | 818 | 17.53 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 12,274 | 32.62 | 765 | 41.48 | ||||
| 2025-08-06 | 13F | 联邦股权服务有限公司 | 5,538 | 0 | ||||||
| 2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 7,268 | 453 | ||||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - MetLife Russell 2000 指数投资组合 A 类 | 26,756 | 8.81 | 1,667 | 16.17 | ||||
| 2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 10,874 | 8.61 | 678 | 15.92 | ||||
| 2025-08-11 | 13F | 综合量化投资有限责任公司 | 17,633 | 21.61 | 1,099 | 29.79 | ||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 43 | 168.75 | 3 | |||||
| 2025-07-07 | 13F | 巅峰财务顾问有限公司 | 8,814 | 2.88 | 549 | 10.02 | ||||
| 2025-08-04 | 13F | 联合银行 | 21,013 | 4.43 | 1 | 0.00 | ||||
| 2025-08-13 | 13F | 亚利桑那州退休系统 | 20,607 | 1.77 | 1,284 | 8.72 | ||||
| 2025-08-14 | 13F | 洛德雅培有限公司 | 904,263 | 40.21 | 56 | 51.35 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/小型公司指数投资组合 IB 类 | 41,500 | 9.79 | 2,586 | 17.23 | ||||
| 2025-06-26 | NP | JCCIX - 约翰汉考克小盘核心基金 I 类 | 461,892 | 24,748 | ||||||
| 2025-06-17 | NP | MERAX - 麦迪逊中盘基金 中盘基金 A 类 | 631,563 | 8.02 | 33,839 | -26.07 | ||||
| 2025-08-27 | NP | RYRRX - 罗素 2000 基金 A 类 | 174 | 6.75 | 11 | 11.11 | ||||
| 2025-08-26 | NP | CRMEX - CRM All Cap Value 基金投资者股票 | 8,699 | 89.98 | 542 | 103.00 | ||||
| 2025-08-14 | 13F | Ieq资本有限公司 | 23,347 | 39.74 | 1,455 | 49.13 | ||||
| 2025-08-26 | NP | VVICX - Voya VACS 指数系列 SC 投资组合 | 5,110 | 10.20 | 318 | 17.78 | ||||
| 2025-07-17 | 13F | 坎贝尔纽曼资产管理公司 | 17,087 | 7.18 | 1,065 | 14.41 | ||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 8,307 | 5.89 | 1 | |||||
| 2025-06-03 | 13F | 投资有限责任公司 | 11,792 | 688 | ||||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 贝莱德股息价值管理波动基金标准级 | 7,242 | 451 | ||||||
| 2025-08-28 | NP | SPSM - SPDR(R) 投资组合小型股 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 630,933 | 3.13 | 39,320 | 10.12 | ||||
| 2025-08-05 | 13F | 纽约梅隆银行 | 651,332 | 1.84 | 40,591 | 8.75 | ||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 6,367 | 220.43 | 397 | 244.35 | ||||
| 2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 41,133 | 15.64 | 2,401 | -8.64 | ||||
| 2025-08-26 | NP | Profunds - Profund 小盘股价值副总裁 | 794 | 5.31 | 49 | 11.36 | ||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 14,403 | 2.22 | 898 | 9.12 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/DFA 美国小型股基金 (A) | 9,243 | 4.05 | 576 | 11.20 | ||||
| 2025-08-26 | NP | NSIDX - 北方小盘股指数基金 | 34,389 | 6.36 | 2,143 | 13.63 | ||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 3,049 | 190 | ||||||
| 2025-08-15 | 13F | 视凯威投资顾问有限公司 | 16,232 | 4.91 | 1 | |||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 15,751 | 20.44 | 982 | 28.57 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 89 | 6 | ||||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 4,300 | 271 | |||||
| 2025-07-21 | 13F | 山顶国家银行 | 100 | 6 | ||||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 26,619 | 22.16 | 2 | 0.00 | ||||
| 2025-07-22 | NP | GSSC - 高盛 ActiveBeta(R) 美国小盘股 ETF | 12,219 | 38.15 | 698 | 11.70 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 50,158 | 9.43 | 3,107 | 17.07 | ||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 10,029 | 15.04 | 625 | 23.03 | ||||
| 2025-08-27 | NP | RYRUX - Russell 2000 2x 策略基金 A 级股票 | 379 | 6.46 | 24 | 15.00 |
