2OX 机构投资人持股, 买家 - Goosehead Insurance, Inc

机构和基金投资人持股 - 买家

在鹅头保险公司中开设新头寸的主要持有者包括 WSGRX - 常春藤小盘成长基金 R 级, AWGIX - CIBC ATLAS ALL CAP GROWTH FUND 机构类别股票, 卡克斯顿联合律师事务所, WAGOX - Wasatch 全球机会基金投资者类别股票, 指数基金顾问公司, Ivy 可变保险投资组合 - Ivy VIP 小盘增长 II 级, 基勒托马斯管理有限责任公司, Securian Funds Trust - SFT Ivy 小盘成长基金, 未来基金有限责任公司, FFOX - FundX 未来基金机会 ETF, 一资本管理有限责任公司, 吉布斯财富管理, 库克森皮尔斯公司, 卡伦家族办公室有限责任公司, Readystate资产管理有限公司, BFOR - 巴伦 400 ETF, ISAM 基金（英国）有限公司, WSML - iShares MSCI 全球小型股 ETF, LONAX - Longboard 另类增长基金 A 类, 和 SMDX - Intech 标准普尔小型中型多元化阿尔法 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	股份	Δ 股份 (%)	报告价值 ($1000)	Δ 价值 (%)
2025-06-26	NP	DFAS - 维度美国小型股 ETF		59,811	11.44	5,814	1.10
2025-08-08	13F	大西洋信托有限责任公司		7		1
2025-07-01	13F	港口投资咨询有限公司		1,083	9.95	114	-1.72
2025-08-12	13F	FourThought 金融合作伙伴有限责任公司		14,744	10.37	1,556	-1.40
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		5,314		561
2025-08-07	13F	未来基金有限责任公司		8,796		928
2025-08-27	NP	LQPE - PEO AlphaQuest(TM) 主题 PE ETF		89		9
2025-08-04	13F	阿特里亚投资有限公司		9,159	6.76	966	-4.55
2025-08-26	NP	Profunds - Profund 超小型股副总裁		83	2.47	9	-11.11
2025-08-29	NP	STXK-Strive 小型股 ETF		687	3.15	72	-7.69
2025-08-07	13F	Readystate资产管理有限公司		3,243		342
2025-08-11	13F	波特赛德财富集团有限责任公司		8,776	9.17	926	-2.53
2025-06-26	NP	CRSSX - 天主教责任投资小盘基金机构股		10,884	4.57	1,058	-5.11
2025-07-22	13F	HFM投资顾问有限责任公司		2		0
2025-08-13	13F	法国外贸银行		9,600		1,013
2025-08-26	NP	VVICX - Voya VACS 指数系列 SC 投资组合		1,673	11.76	177	0.00
2025-08-08	13F	宾夕法尼亚州公立学校就业重新注册系统		6,433	10.21	679	-1.60
2025-08-14	13F	3G资本合伙公司		462,500	105.56	48,798	83.71
2025-07-22	13F	湾港财富管理有限责任公司		2		0
2025-09-04	13F/A	顾问集团控股公司		4,157	0.14	439	-10.61
2025-08-13	13F	基尔特集团有限公司		7		1
2025-08-14	13F	塞伊投资公司		171,275	4.27	18,071	-6.82
2025-08-11	13F	野村资产管理有限公司		0		0
2025-08-05	13F	纽约梅隆银行		146,330	3.80	15,439	-7.23
2025-08-19	NP	西北互助系列基金公司 - 小盘价值投资组合		21,863	18.18	2,307	5.59
2025-08-20	NP	LKSMX - LKCM 中小型股票基金		8,698	9.49	918	-2.13
2025-06-26	NP	ISCG - iShares Morningstar 小盘成长 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		6,582	4.86	640	-4.91
2025-08-14	13F	猫头鹰巢合作伙伴 IA 有限责任公司		492,911	1.73	52,007	-9.09
2025-08-05	13F	Simplex 贸易有限公司	Call	300		0
2025-06-26	NP	AWGIX - CIBC ATLAS ALL CAP GROWTH FUND 机构类别股票		31,193		3,032
2025-08-29	NP	JAEQX - 小型公司价值信托资产净值		4,778	16.54	504	4.13
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		44,016		4,644
2025-05-27	NP	DVSMX - Driehaus 小盘成长基金投资者股票类别		39,113	191.06	4,618	220.63
2025-07-25	13F	正义投资有限责任公司		2,389	1.31	252	-9.35
2025-08-12	13F	美洲投资伙伴公司		2,436	6.98	257	-4.10
2025-07-28	13F	道明资产管理公司		25,180	14.58	2,657	2.39
2025-08-12	13F	XTX Topco有限公司		10,035		1,059
2025-08-25	NP	QWVOX - Clearwater 小公司基金		1,458	35.00	154	20.47
2025-06-27	NP	PFI - Invesco DWA 金融动量 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		8,185	69.36	796	113.14
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		535	6.57	56	-5.08
2025-08-26	NP	TRSSX - T. Rowe Price 机构小型股票基金 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		169,570	9.45	17,891	-2.18
2025-08-14	13F/A	巴克莱银行		68,228	99.51	7	75.00
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent 小盘股指数投资组合 A 类		18,426	2.84	1,944	-8.09
2025-07-25	13F	海明顿财富管理		28	211.11	0
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		30,114	2.62	3,177	-8.29
2025-08-14	13F	原子投资者有限合伙人		17,466	52.02	1,843	35.84
2025-07-25	13F	Verdence 资本顾问有限责任公司		8,967	18.94	946	6.29
2025-08-11	13F	先锋集团公司		2,625,618	6.76	277,029	-4.59
2025-08-05	13F	布莱斯角资本有限责任公司		6,954	2.17	734	-9.06
2025-08-15	13F	卡克斯顿联合律师事务所		20,286		2,140
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		388,194	3.76	40,958	-7.27
2025-08-26	NP	GAFCX - Virtus AlphaSimplex 全球另类基金 C 类		1,142	26.19	120	13.21
2025-08-12	13F	摩根大通公司		23,764	11.84	2,507	-0.04
2025-08-28	NP	新时代阿尔法基金信托 - NAA 机会基金 C 类		730		77
2025-08-26	NP	PRSVX - T. Rowe Price 小盘价值基金公司 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		325,087	6.17	34,300	-5.12
2025-08-13	13F	汇丰控股有限公司		2,369		248
2025-06-24	NP	创新者 ETF 信托 - 创新者美国小型股管理式 ETF		192	60.00	19	50.00
2025-08-14	13F	Df Dent & Co 公司		992,329	11.13	104,701	-0.68
2025-07-17	13F	迪努佐私人财富有限公司		6		1
2025-08-14	13F	萨斯奎哈纳国际集团有限责任公司		34,032	15.27	3,591	3.01
2025-08-26	NP	Profunds - Profunds 小型股副总裁		55	7.84	6	-16.67
2025-06-24	NP	BBSC - 摩根大通 BetaBuilders 美国小盘股 ETF		8,299	11.50	807	1.13
2025-08-26	NP	EQ ADVISORS TRUST - ATM 小盘波动率管理投资组合 K 级		7,747	1.15	817	-9.62
2025-07-14	13F	伽玛投资有限责任公司		873	41.72	92	27.78
2025-08-14	13F	弗默尔有限公司		2,173	6.00	229	-4.98
2025-08-26	NP	EQ ADVISORS TRUST - EQ/2000 管理波动性投资组合 IB 级		27,865	7.34	2,940	-4.05
2025-08-27	NP	JNL 系列信托 - JNL 小盘股指数基金 (I)		43,075	1.08	4,545	-9.68
2025-07-08	13F	并行顾问有限责任公司		130	3.17	14	-7.14
2025-08-19	NP	西北互助系列基金公司 - 600 指数股票投资组合		8,894	5.52	938	-5.73
2025-07-07	13F	Versant 资本管理公司		436	3,533.33	46	4,500.00
2025-08-28	NP	MMTM - SPDR S&P 1500 动量倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		124	87.88	13	85.71
2025-06-25	NP	FAD - First Trust Multi Cap Growth 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		2,658	22.15	258	10.73
2025-08-08	13F	Geode资本管理有限公司		705,284	25.44	74,422	12.09
2025-08-14	13F	安科拉顾问有限责任公司		10		1
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		112,814	9.52	12,213	-3.77
2025-07-24	13F	IFP 顾问公司		1		1
2025-06-30	NP	SMDX - Intech 标准普尔小型中型多元化阿尔法 ETF		1,092		106
2025-07-25	NP	CGOAX - 哥伦比亚小盘成长基金 I A 类		118,087	14.71	12,784	0.80
2025-08-12	13F	杰富瑞金融集团公司		2,879	51.37	304	35.27
2025-07-24	NP	ESML - iShares ESG MSCI 美国小型股 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		8,515	0.84	922	-11.44
2025-08-27	NP	RYRUX - Russell 2000 2x 策略基金 A 级股票		122	7.96	13	-7.69
2025-07-24	13F	美国合众银行\de\		12,419	4.23	1,310	-6.83
2025-07-29	NP	TRPBX - T. Rowe 价格谱适度配置基金 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		4,018	15.49	435	1.40
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		652	35.55	69	21.43
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		14,266	5.94	1,544	-6.93
2025-07-30	13F	卡伦/弗罗斯特银行家公司		2,395	277.17	253	240.54
2025-08-14	13F	瑞银资产管理美洲公司		81,531	39.62	8,602	24.78
2025-07-30	13F	库克森皮尔斯公司		7,007		739
2025-08-13	13F	大都会人寿投资管理有限公司		14,241	7.97	1,503	-3.53
2025-07-14	13F	UMA 金融服务公司		9		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		12,114	9.30	1,278	-2.29
2025-08-05	13F	蒙特利尔银行/can/		5,299	2.24	559	-8.51
2025-08-14	13F	普莱斯 T Rowe Associates Inc /md/		14,483	19.75	2	0.00
2025-07-22	NP	GSBDX - 高盛小盘成长基金 A 类股票		46,118	24.91	4,993	9.74
2025-08-27	NP	RYMKX - 罗素 2000 1.5 倍策略基金 H 级		33	6.45	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		2,436	6.98	257	-4.10
2025-06-27	NP	RSSL - Global X Russell 2000 ETF		13,660	6.68	1,328	-3.28
2025-07-25	13F	俄勒冈州公务员退休基金		5,790	2.88	611	-8.13
2025-08-29	NP	JAFEX - 总股票市场指数信托资产净值		409	4.87	43	-6.52
2025-07-25	13F	优素福资本管理有限公司		9,303	3.77	982	-7.28
2025-08-26	NP	QAAGRX - T. Rowe 价格适度配置投资组合 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		415	18.91	44	4.88
2025-07-28	NP	VCSLX - 小盘股指数基金		9,830	14.49	1,064	0.66
2025-08-13	13F	克雷塞特资产管理有限责任公司		3,752	10.35	396	-1.50
2025-06-26	NP	ETTOX - E*TRADE 免费总市场指数基金		3		0
2025-08-08	13F/A	斯特林资本管理有限公司		180	682.61	19	800.00
2025-08-08	13F	等投资顾问公司		3,464	14.78	365	2.53
2025-08-14	13F	元盛资本集团有限公司		17,110	56.94	1,805	40.25
2025-06-05	NP	GTAPX - 定量美国多头/空头股票投资组合	Short	-4,100	44.37	-399	30.92
2025-08-13	13F	吉布斯财富管理		7,499		791
2025-08-27	NP	TIFF 投资计划 - TIFF 多元资产基金	Short	-8,349	-38.90	-881	-45.44
2025-08-11	13F	科维斯特有限公司		773	8,488.89	0
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		226,551	1.99	22,023	-7.49
2025-08-12	13F	瑞士国家银行		47,800	6.46	5,043	-4.85
2025-08-13	13F	西北互助财富管理公司		442	802.04	47	820.00
2025-07-28	NP	HDG - ProShares 对冲复制 ETF		30	15.38	3	0.00
2025-07-31	13F	基勒托马斯管理有限责任公司		10,206		1,077
2025-06-25	NP	RILA - Indexperts Gorilla 积极增长 ETF		115	64.29	11	57.14
2025-06-27	NP	BIVIX - Invenomic 基金机构类别股票	Short	-164,056	38.77	-15,948	25.87
2025-08-14	13F	格拉纳汉投资管理公司/马		7,356	46.88	776	31.30
2025-08-14	13F	选择股权集团，有限合伙人		43,332	342.34	4,572	295.42
2025-08-14	13F	凯普斯通投资顾问有限公司		3,205		338
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		36		4
2025-07-24	13F	卡伦家族办公室有限责任公司		5,946		627
2025-08-14	13F	瓦萨奇顾问公司		2,275,369	12.55	240,074	0.59
2025-07-28	13F	纽约州教师退休制度		14,141	5.00	1	0.00
2025-08-14	13F	ISAM 基金（英国）有限公司		2,219		234
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		4,634	2.43	489	-8.61
2025-08-26	NP	EQ ADVISORS TRUST - 1290 VT 小盘价值投资组合 IB 级		797		84
2025-08-26	NP	TEXN - iShares 德州股票 ETF		51		5
2025-08-14	13F	主权资本管理有限责任公司		30,276	10.25	3,194	-1.45
2025-08-26	NP	Profunds - Profund 小盘成长股副总裁		575	5.12	61	-6.25
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		583,159	6.58	61,529	-4.75
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		55,773	2.61	5,422	-6.94
2025-04-24	NP	AGOX - 适应性增长机会 ETF				-34	-109.80
2025-08-14	13F	道富银行		1,027,500	1.41	108,412	-9.37
2025-07-29	NP	SMXAX - SIIT 扩展市场指数基金 - A 类		3,700	23.33	401	8.40
2025-05-15	13F	德克萨斯州永久学校基金		31,568		3,069
2025-08-13	13F	安大略省医疗保健养老金计划信托基金		9,800		1,034
2025-08-14	13F	加拿大皇家银行		125,851	87.78	13,279	67.81
2025-08-12	13F	嘉信理财投资管理公司		225,230	4.39	23,764	-6.71
2025-08-12	13F	维度基金顾问有限公司		431,772	3.43	45,552	-7.57
2025-07-29	NP	PRSIX - T. Rowe 价格谱保守配置基金 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		2,619	15.17	284	1.07
2025-08-14	13F	千禧管理有限公司		129,168	26.13	13,629	12.72
2025-07-29	NP	LONAX - Longboard 另类增长基金 A 类		1,281		139
2025-06-25	NP	GSAOX - 高盛小盘成长洞察基金 A 类		4,121	140.29	401	118.58
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		865	0.58	91	-9.90
2025-08-12	13F	保德信金融公司		25,963	9.47	2,739	-2.18
2025-07-15	13F	毅力家族办公室有限责任公司		5		1
2025-06-26	NP	DFUS - 维度美国股票 ETF		8,497	23.38	826	11.79
2025-08-06	13F	真实财富设计有限责任公司		2		0
2025-08-14	13F	阿默普莱斯金融公司		330,925	41.00	34,916	26.02
2025-07-15	13F	诺登集团有限公司		11,037	6.40	1,165	-4.90
2025-07-11	13F	附件咨询服务有限责任公司		136,564	1,248.78	14,409	1,105.69
2025-08-14	13F	加州教师退休制度		25,290	19.80	2,668	7.06
2025-08-07	13F	金路德资本管理公司		124,544	4.94	13,141	-6.21
2025-08-13	13F	纽约州共同退休基金		8,282	13.73	1
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		772,737	10.96	81,531	-0.83
2025-08-26	NP	DFDMX - DF Dent 中型成长基金投资者股票		118,225	4.55	12,474	-6.57
2025-08-14	13F	金融网络财富顾问有限责任公司		88		9
2025-08-01	13F	Y-Intercept (香港) 有限公司		4,571	54.48	482	38.11
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		212,976	0.61	22,471	-10.08
2025-07-23	13F	路易斯安那州雇员退休制度		11,700	1.74	1,234	-9.06
2025-08-13	13F	EverSource 财富顾问有限责任公司		325	480.36	34	466.67
2025-08-27	NP	RYRRX - 罗素 2000 基金 A 类		56	7.69	6	-16.67
2025-08-26	NP	DFDSX - DF Dent 小盘成长基金投资者股票		53,720	8.92	5,668	-2.66
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		18,300	10.24	1,931	-1.48
2025-08-11	13F	阿尔卑斯顾问公司		3,138	1.23	331	-9.32
2025-08-26	NP	PSGIX - 贝莱德优势小型股成长基金机构 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		3,911	55.14	413	38.72
2025-08-22	NP	DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 小盘股指数 VIP A 级		3,656	7.03	386	-4.47
2025-08-08	13F	美国信安金融集团		157,030	29.08	16,568	15.36
2025-08-26	NP	Ivy 可变保险投资组合 - Ivy VIP 小盘增长 II 级		11,046		1,165
2025-07-25	13F	指数基金顾问公司		14,309		1,510
2025-08-27	NP	FFOX - FundX 未来基金机会 ETF		8,796		928
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		15,293	31.20	1,614	17.22
2025-08-29	NP	EES - WisdomTree 美国小型股基金不适用		4,384	3.03	463	-7.97
2025-07-18	13F	精准财富策略有限责任公司		6,693	21.01	706	8.28
2025-08-08	13F	新泽西州警察和消防员退休系统		5,451	12.86	575	0.88
2025-08-14	13F	巴利亚斯尼资产管理有限公司		556,760	118.65	58,744	95.41
2025-07-23	NP	CFSLX - 专栏小型股基金		37,111	8.29	4,018	-4.86
2025-07-25	13F	CWM有限公司		471	73.80	0
2025-08-22	NP	哥伦比亚基金可变系列信托 II - 可变投资组合 - 合作伙伴小型股成长基金 1 级		41,349	1,311.23	4,363	1,164.35
2025-08-14	13F	弗里斯通格罗夫合伙公司		108,423		11,440
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		2,236	18.68	236	5.86
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		4,277	16.29	416	5.33
2025-06-26	NP	JHSC - 约翰汉考克多因素小盘股 ETF		4,340	88.37	422	85.46
2025-06-25	NP	ISCB - iShares 晨星小型股 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1,181	7.56	115	-2.56
2025-08-15	13F	尤因莫里斯公司投资伙伴有限公司		64,396	18.38	6,794	-26.48
2025-07-31	13F	奎斯特合作伙伴有限责任公司		875	43.21	92	27.78
2025-08-27	NP	保诚系列基金 - 小盘股票投资组合 I 类		22,540	3.68	2,378	-7.33
2025-06-30	NP	GUSYX - Grandeur Peak 美国坚定基金机构级		22,676	4.86	2,204	-4.88
2025-08-27	NP	RYDEX 可变信托 - S&P SmallCap 600 纯增长基金可变年金		517	27.97	55	14.89
2025-07-16	13F	阿拉斯加州税务部		14,886	10.14	2	0.00
2025-08-26	NP	QUANTITATIVE MASTER SERIES LLC - Master 小盘股指数系列		41,330	7.88	4,361	-3.58
2025-07-25	NP	WSML - iShares MSCI 全球小型股 ETF		1,729		187
2025-07-30	NP	BFOR - 巴伦 400 ETF		3,138		340
2025-07-23	13F	马里兰州退休金系统		7,364	4.00	777	-7.07
2025-07-23	13F	Klp资本管理公司		5,300	20.45	559	7.71
2025-07-11	13F/A	Umb Bank 北美/月		95	9.20	10	0.00
2025-08-11	13F	综合量化投资有限责任公司		9,008	0.09	950	-10.55
2025-06-27	NP	SUNAMERICA SERIES TRUST - SA 小型股指数投资组合 1 级		2,558	2.69	249	-6.77
2025-08-15	13F	田纳西州财政部		8,761	46.46	924	30.88
2025-08-29	NP	JAEWX - 小盘股指数信托资产净值		4,559	6.30	481	-4.94
2025-08-13	13F	Natixis 顾问有限公司		64,604	8.01	7	-14.29
2025-08-12	13F	西格尔·布莱恩特和哈米尔有限公司		94,547	20.59	9,976	7.77
2025-08-13	13F	帕纳戈拉资产管理公司		18,458		1,948
2025-08-14	13F	富国银行/百万		192,624	3.14	20,324	-7.82
2025-08-14	13F	联信银行		9,479	4.08	1,000	-6.98
2025-08-14	13F	耐用资本合伙公司		680,812		71,832
2025-08-14	13F	制造商人寿保险公司		12,022	2.20	1,268	-8.65
2025-08-18	NP	PACIFIC SELECT FUND - PD 小盘价值指数投资组合 P 级		671		71
2025-08-20	NP	全国可变保险信托 - NVIT 小盘指数基金 II 类		4,521	13.76	477	1.71
2025-08-19	NP	Securian Funds Trust - SFT Ivy 小盘成长基金		9,141		964
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		132,873	0.00	14,385	-12.13
2025-06-25	NP	GCSIX - 高盛小型股股票洞察基金机构		5,031	553.38	489	496.34
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		5,793	200.62	611	169.16
2025-07-29	NP	TRSGX - T. Rowe 价格谱适度增长配置基金 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		9,440	13.24	1,022	-0.58
2025-08-12	13F	恒线顾问公司		68,728	7.48	7,251	-3.95
2025-08-14	13F	T. Rowe Price 投资管理公司		1,348,268	11.91	142	0.00
2025-08-27	NP	WSGRX - 常春藤小盘成长基金 R 级		66,723		7,040
2025-08-29	NP	JAFVX - 战略股权配置信托系列资产净值		3,529	10.42	372	-1.33
2025-08-12	13F	CIBC 私人财富集团有限责任公司		448,963	18,406.31	47,370	18,697.62
2025-08-20	NP	WAGOX - Wasatch 全球机会基金投资者类别股票 This fund is a listed as child fund of Wasatch Advisors 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		18,459		1,948
2025-07-25	NP	SRGAX - 斯金格成长基金 A 类股票		388		42
2025-07-28	NP	VVSGX - 小盘成长基金		30,581	8.01	3,311	-5.10
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		35,231	7.68	3,814	-5.38
2025-08-06	13F	里亚托财富管理有限责任公司		1		0
2025-08-11	13F	安尼斯·加德纳·惠廷资本顾问有限责任公司		5		1
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		11,132	1.96	1,082	-7.52
2025-08-13	13F	琼斯金融公司有限责任公司		1,091	13.76	112	-1.77
2025-08-13	13F	跳跃金融有限责任公司		12,799	28.32	1,350	14.70
2025-06-26	NP	DXUV-美国维度矢量股票 ETF		139	39.00	14	30.00
2025-08-14	13F	麦格理集团有限公司		96,327		10,163
2025-08-28	NP	SPWIX - Simt 小盘成长基金 I 类		14,076	22.68	1,485	9.68
2025-08-14	13F	Wiley Bros.-aintree Capital, Llc		7,873	13.30	831	0.97
2025-08-13	13F	帕克沃斯财富管理有限公司		1		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		15,207	14.44	1,604	2.30
2025-08-04	13F	联合银行		7,051	2.47	1
2025-08-27	NP	Brighthouse Funds Trust II - MetLife Russell 2000 指数投资组合 A 类		8,597	6.74	907	-4.53
2025-08-13	13F	百达资产管理控股公司		3,152	11.14	333	-0.60
2025-08-13	13F	裸金融服务公司		31	210.00	3	200.00
2025-08-22	NP	可变保险产品基金 II - 扩展市场指数投资组合初始类别		1,292	6.78	136	-4.23
2025-07-24	13F	Jfs 财富顾问有限公司		11	10.00	1	0.00
2025-07-22	NP	GSSC - 高盛 ActiveBeta(R) 美国小盘股 ETF		9,965	0.60	1,079	-11.64
2025-08-26	NP	Texas Capital Funds Trust - Texas Capital 德克萨斯股票指数 ETF		215	3.86	23	-8.33
2025-08-26	NP	OTCFX - T. Rowe Price 小盘股基金公司 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		339,177	17.01	35,787	4.57
2025-08-12	13F	顾问资产管理公司		60		6
2025-07-29	NP	VFMO - Vanguard US Momentum 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		21,751	106.11	2,355	81.08
2025-08-12	13F	贝莱德公司		3,576,303	1.86	377,336	-8.96
2025-08-11	13F	新时代阿尔法顾问有限责任公司		2,022	62.80	213	45.89
2025-08-13	13F	亚利桑那州退休系统		7,298	10.06	770	-1.53
2025-08-18	NP	太平洋精选基金 - 小盘股票投资组合 I 类		368		39
2025-08-27	NP	安联可变保险产品信托 - AZL 小盘股指数基金 2 级		8,151	1.22	860	-9.47
2025-08-12	13F	普利股权公司	Put	0		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		3,024	8.70	319	-2.74
2025-08-12	13F	普利股权公司	Call	0		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		3,090	12.98	300	2.39
2025-08-12	13F	普利股权公司		0		0
2025-08-12	13F	动态技术实验室私人有限公司		7,020	22.02	741	9.13
2025-08-26	NP	FLQS - 富兰克林 LibertyQ 美国小盘股 ETF		1,081	48.90	114	34.12
2025-08-27	NP	BBVSX - Bridge Builder 中小盘价值基金		2,401		253
2025-08-15	13F	塔尔研究资本有限责任公司（TRC）		2,054	114.63	217	92.86
2025-08-26	NP	EQ ADVISORS TRUST - EQ/小型公司指数投资组合 IB 类		13,310	14.64	1,404	2.48
2025-08-18	NP	太平洋精选基金 - 小盘股指数投资组合 I 类		6,376	8.79	673	-2.75
2025-08-27	NP	SEASONS SERIES TRUST - SA 多管理小型股投资组合 1 级		818	3.94	86	-6.52
2025-05-05	13F	林布鲁克资本有限公司		9		1
2025-07-28	NP	MSSM - 摩根士丹利 Pathway 中小型股 ETF		992	16.84	107	2.88
2025-08-27	NP	VISGX - 先锋小盘成长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		323,920	5.24	34,177	-5.95
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		7,225	1.65	702	-7.75
2025-08-12	13F	Legal & General 集团有限公司		72,365	10.42	7,635	-1.32
2025-08-07	13F	奥尔沃斯金融有限公司		101	818.18	11	900.00
2025-08-28	NP	新时代阿尔法可变基金信托 - NAA 小型增长系列		1,292	4.03	136	-6.85
2025-04-18	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		1,759	84.96	217	81.51
2025-08-15	NP	PSC - 主要美国小盘多因素指数 ETF		32,815	53.04	3,462	181.23
2025-08-07	13F	Parkside 金融银行与信托		13	8.33	1	0.00
2025-08-26	NP	IRSIX - Voya Russell™ 小盘股指数投资组合 ADV 级		4,869	5.92	514	-5.35
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		6,250	0.48	608	-8.86
2025-08-08	13F	乌龟投资管理有限公司		1		0
2025-08-13	13F	双峰财富顾问有限责任公司		31		3
2025-08-08	13F	英泰投资管理有限公司		12,232	9.42	1,291	-2.20
2025-08-29	13F	全面投资管理公司		50		5
2025-08-04	13F	汉兹金融服务公司		3	200.00	0
2025-08-26	NP	NSIDX - 北方小盘股指数基金		11,023	6.73	1,163	-4.59
2025-08-15	13F	大西人寿保险公司 /can/		26,643	5.76	3	0.00
2025-07-30	13F	华莱士咨询集团有限责任公司		2,737	1.48	323	11.76
2025-08-11	13F	一资本管理有限责任公司		8,796		928
2025-08-12	13F	公共部门养老金投资委员会		85,443	10.49	9,015	-1.26
2025-06-26	NP	TIEIX - TIAA-CREF 机构类别股票指数基金		25,818	83.89	2,510	66.82
2025-08-14	13F	曼氏集团		22,517	75.64	2,376	56.97
2025-08-01	13F	德克萨斯州教师退休制度		12,464	120.56	1,315	97.15
2025-08-05	13F	梅克斯勒投资管理有限公司		2,421	29.53	255	15.91

DE:2OX / Goosehead Insurance, Inc - 机构投资人持股 - 买家

机构和基金投资人持股 - 买家

Other Listings