DE:A0B0 / Amalgamated Financial Corp. - 机构投资人持股 - 买家

联合金融公司
DE ˙ DB ˙ US0226711010
€24.40 0.00 (0.00%)
2025-09-10
分享价格
机构和基金投资人持股 - 买家

在联合金融公司中开设新头寸的主要持有者包括 波士顿信托华登公司, BOSOX - 波士顿信托小型股基金, FYX - First Trust 小盘核心 AlphaDEX 基金, FYC - First Trust 小盘增长 AlphaDEX 基金, VMNFX - 先锋市场中性基金投资者股票, 联盟财富顾问有限责任公司/UT, 布雷文·霍华德资本管理有限责任公司, 路石控股有限责任公司, NVSOX - 富国银行纪律小盘基金管理员班, 创始者有限公司, FAD - First Trust Multi Cap Growth AlphaDEX 基金, THRIVENT SERIES FUND INC - Thrivent 全市值投资组合 A 类, EMC资本管理公司, WSML - iShares MSCI 全球小型股 ETF, Glenmede投资管理有限公司, EBI-长景优势ETF, 法国巴黎银行资产管理控股公司, 布林莫尔信托公司, MAI资本管理, 和 资产标记公司 .

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
(%)
2025-07-25 NP UCAGX - 基石积极基金 2,996 320.20 91 291.30
2025-07-16 13F 签名有限责任公司 1,523 110.07 48 135.00
2025-08-28 NP SPWIX - Simt 小盘成长基金 I 类 13,259 335.15 414 374.71
2025-08-14 13F 联信银行 599 18.85 19 28.57
2025-08-29 NP BSVO - EA Bridgeway Omni 小盘价值 ETF 104,365 2.94 3,256 11.74
2025-08-13 13F 箭街资本有限合伙企业 112,606 1.90 3,513 10.58
2025-06-26 NP FSMD - 富达中小因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 44,983 96.10 1,267 58.05
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 36,458 7.06 1,102 -0.36
2025-08-27 NP RYRRX - 罗素 2000 基金 A 类 55 30.95 2 0.00
2025-08-05 13F 蒙特利尔银行/can/ 20,133 21.93 628 32.49
2025-07-25 NP USCRX - 基石适度激进基金 10,625 0.97 321 -5.87
2025-06-26 NP THMAX - Thrivent适度配置基金A类 12,640 21.60 356 -2.20
2025-08-12 13F 美洲投资伙伴公司 2,392 37.16 75 48.00
2025-08-22 NP FESM - 富达增强型小型股 ETF 58,857 4.94 1,836 13.90
2025-08-29 NP JADMX - 小盘机会信托资产净值 2,746 23.64 86 34.92
2025-06-30 NP 两条道路共享信任 - Hypatia 女性首席执行官 ETF 1,059 9.85 30 -12.12
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 18,000 35.34 562 46.86
2025-08-26 NP Profunds - Profunds 小型股副总裁 54 35.00 2 0.00
2025-08-08 13F Geode资本管理有限公司 608,506 20.18 18,988 30.41
2025-08-15 13F 塔尔研究资本有限责任公司(TRC) 2,014 140.62 63 158.33
2025-08-26 NP VVICX - Voya VACS 指数系列 SC 投资组合 1,720 31.40 54 43.24
2025-08-11 13F 入口点资本有限责任公司 7,861 245
2025-08-14 13F 未来资产全球ETFS控股有限公司 12,834 20.46 400 30.72
2025-06-27 NP EBIT - Harbor AlphaEdge 小型股收益者 ETF 309 1.31 9 -20.00
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT 小盘价值投资组合 IB 级 3,731 13.72 116 23.40
2025-06-27 NP SUNAMERICA SERIES TRUST - SA 小型股指数投资组合 1 级 2,034 2.52 57 -17.39
2025-08-13 13F 宽博科技有限公司 17,981 561
2025-07-23 13F Klp资本管理公司 4,100 51.85 128 64.94
2025-08-13 13F 汇丰控股有限公司 23,251 55.24 732 70.63
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 6,425 181
2025-08-26 NP 特拉华 VIP 信托 - 特拉华 VIP 小盘价值系列标准级 276,150 6.64 8,616 15.73
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 655 97.89 20 122.22
2025-08-12 13F 贝莱德公司 3,395,610 7.09 105,943 16.22
2025-07-28 NP AVSBX - Avantis 美国小型股股票基金 G 类 2,274 18.25 69 9.68
2025-07-28 NP HDG - ProShares 对冲复制 ETF 24 14.29 1
2025-08-08 13F/A 斯特林资本管理有限公司 12,032 2.76 375 11.61
2025-06-26 NP AABFX - Thrivent 平衡收益加基金 A 类 1,090 21.52 31 -3.23
2025-08-14 13F 维维恩基金管理有限责任公司 7,556 236
2025-06-27 NP RSSL - Global X Russell 2000 ETF 10,756 5.47 303 -15.17
2025-05-14 13F 法国农业信贷银行 152,678 31.55 4,389 13.00
2025-08-04 13F 资产标记公司 18 1
2025-08-11 13F 塞泽特资本合伙公司 114,825 2.27 3,583 11.00
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 567,744 7.61 17,714 16.79
2025-07-24 13F IFP 顾问公司 22 69.23 2
2025-08-14 13F 美国银行 /de/ 148,468 37.45 4,632 49.18
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 39,055 5.22 1,180 -1.99
2025-08-12 13F Nuveen有限责任公司 180,288 51.75 5,625 64.69
2025-08-12 13F 维度基金顾问有限公司 1,352,288 2.70 42,192 11.46
2025-08-11 13F 先锋集团公司 1,377,823 9.77 42,988 19.13
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 3,106 30.56 97 41.18
2025-08-27 NP RYMKX - 罗素 2000 1.5 倍策略基金 H 级 33 26.92 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 89,459 8.83 2,703 1.35
2025-08-13 13F 纽约州共同退休基金 8,349 22.58 0
2025-07-25 13F 自然投资有限公司 21,147 3.18 1
2025-07-25 NP WSML - iShares MSCI 全球小型股 ETF 2,457 74
2025-08-12 13F 美国世纪公司 552,182 4.95 17,228 13.90
2025-08-26 NP IRSIX - Voya Russell™ 小盘股指数投资组合 ADV 级 4,868 18.73 152 29.06
2025-08-28 NP SMVIX - Simt 小盘价值基金 I 类 15,853 101.85 495 119.56
2025-07-11 13F 阿塞纳贡资产管理公司 36,922 1,152
2025-06-26 NP TAAAX - Thrivent 积极配置基金 A 类 10,688 21.61 301 -2.28
2025-08-05 13F 纽约梅隆银行 154,931 9.48 4,834 18.81
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 29,274 7.62 885 0.23
2025-07-17 13F 夏日避风港投资管理有限公司 29,222 1.83 912 10.42
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master 小盘股指数系列 40,584 31.40 1,266 42.57
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 1,109 9.26 35 17.24
2025-07-25 13F 奥泉环球投资控股有限公司 13,679 427
2025-06-24 NP BBSC - 摩根大通 BetaBuilders 美国小盘股 ETF 5,824 11.53 164 -9.89
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 52,865 0.58 1,598 -6.33
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 19,522 6.05 609 15.12
2025-06-26 NP DFUV - 维度美国市场价值 ETF 8,792 24.60 248 0.41
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 19,123 11.21 539 -10.33
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 215,076 1.57 6,057 -18.14
2025-08-13 13F 第一信托顾问有限公司 132,681 616.81 4,140 678.01
2025-08-14 13F 联盟财富顾问有限责任公司/UT 46,391 10,155
2025-07-22 NP GSSC - 高盛 ActiveBeta(R) 美国小盘股 ETF 15,926 24.09 481 15.63
2025-08-12 13F XTX Topco有限公司 16,226 123.34 506 143.27
2025-08-26 NP BOSOX - 波士顿信托小型股基金 221,531 6,912
2025-07-18 13F 信托金融公司 8,195 256
2025-08-12 13F 瑞士国家银行 38,100 6.72 1,189 15.79
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 856 15.52 27 23.81
2025-08-27 NP BBVSX - Bridge Builder 中小盘价值基金 11,514 29.66 359 40.78
2025-08-14 13F 佩恩资本管理公司 11,454 2.36 357 11.21
2025-08-11 13F 授权基金有限责任公司 104,505 3.08 3,261 11.87
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 小盘股指数 VIP A 级 3,603 29.70 112 41.77
2025-06-26 NP ETTOX - E*TRADE 免费总市场指数基金 13 0
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT 微型资本投资组合 IB 级 4,969 70.99 155 86.75
2025-08-29 NP JAFEX - 总股票市场指数信托资产净值 534 9.43 17 14.29
2025-07-28 NP AVSU - Avantis 责任美国股票 ETF 213 7.58 6 0.00
2025-06-26 NP KCXIX - Knights of Columbus 美国全盘指数基金 I 股 72 12.50 2 0.00
2025-08-14 13F 立体派系统策略有限责任公司 9,810 687.32 306 774.29
2025-08-26 13F/A 路德教会的 Thrivent 金融 140,021 4.71 4 33.33
2025-08-12 13F 保德信金融公司 33,730 4.14 1,052 13.00
2025-08-14 13F 塞伊投资公司 10,464 0.59 327 9.03
2025-07-28 13F 布林莫尔信托公司 141 4
2025-06-27 NP DPST - Direxion 每日区域银行看涨 3 倍股票 31,368 2.12 883 -17.71
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 450 7.40 14 16.67
2025-07-29 NP SLPAX - Siit 小盘基金 - A 类 27,887 46.64 843 36.47
2025-08-11 13F LSV资产管理 321,758 11.35 10 25.00
2025-06-26 NP DFSV - 维度美国小盘价值 ETF 61,315 82.32 1,727 46.89
2025-08-14 13F 千禧管理有限公司 319,158 37.72 9,958 49.46
2025-07-30 NP BFOR - 巴伦 400 ETF 12,246 7.55 370 0.27
2025-08-27 NP TIFF 投资计划 - TIFF 多元资产基金 Short -2,950 542.70 -92 607.69
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 3,408 16.16 96 -6.86
2025-08-12 13F 普利股权公司 0 0
2025-08-06 13F 真实财富设计有限责任公司 88 79.59 3 100.00
2025-08-11 13F EMC资本管理公司 3,203 0
2025-06-26 NP DFAS - 维度美国小型股 ETF 98,986 6.27 2,787 -14.35
2025-07-29 NP EBI-长景优势ETF 1,683 51
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 181,006 1.99 5,097 -17.79
2025-07-22 NP FSCC - 联邦 Hermes MDT 小型股核心 ETF 2,733 17.10 83 9.33
2025-08-26 NP NVSOX - 富国银行纪律小盘基金管理员班 8,530 266
2025-08-14 13F 威斯康星州投资委员会 20,613 6.41 643 15.65
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 6,039 0.50 170 -18.66
2025-08-14 13F 布雷文·霍华德资本管理有限责任公司 12,190 380
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 小型股指数投资组合 - I 类 2,392 37.16 75 48.00
2025-08-13 13F EverSource 财富顾问有限责任公司 69 245.00 2
2025-08-12 13F 路石控股有限责任公司 11,854 370
2025-08-12 13F Legal & General 集团有限公司 21,476 11.59 670 21.16
2025-08-14 13F 富国银行/百万 15,232 27.51 475 38.48
2025-08-08 13F 新泽西州警察和消防员退休系统 5,506 38.38 172 50.00
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 9,534 4.44 268 -15.72
2025-08-04 13F 阿特里亚投资有限公司 7,149 2.06 223 10.95
2025-06-26 NP DFUS - 维度美国股票 ETF 4,478 27.65 126 3.28
2025-08-26 NP SCRSX - 小型股核心投资组合 SCB 类别 108,980 34.88 3,400 46.36
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 22,215 21.65 671 13.34
2025-08-29 NP JAFVX - 战略股权配置信托系列资产净值 3,547 35.59 111 46.67
2025-06-26 NP DFAT - 维度美国目标价值 ETF 180,383 6.22 5,080 -14.39
2025-06-26 NP DXUV-美国维度矢量股票 ETF 957 3,317.86 27
2025-07-24 13F 美国合众银行\de\ 4,383 31.11 137 41.67
2025-04-17 13F 健全收入策略有限责任公司 0 0
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 854 4.02 24 -14.29
2025-08-20 NP 全国可变保险信托 - NVIT 小盘指数基金 II 类 4,633 36.75 145 48.45
2025-08-13 13F 北方信托公司 231,592 10.50 7,226 19.92
2025-08-27 13F/A Squarepoint Ops LLC 12,519 391
2025-08-27 NP RYDEX 可变信托 - Russell 2000(R) 1.5x 策略基金可变年金 6 20.00 0
2025-07-14 13F 伽玛投资有限责任公司 304 80.95 9 125.00
2025-07-29 NP VFAIX - 先锋金融指数基金海军上将股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 30,798 12.02 931 4.26
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 2,198 43.57 69 54.55
2025-06-26 NP TCAAX - Thrivent 适度保守配置基金 A 类 2,497 20.92 70 -2.78
2025-08-14 13F 瑞银资产管理美洲公司 88,210 35.48 2,752 47.09
2025-08-15 NP PSC - 主要美国小盘多因素指数 ETF 42,142 129.69 1,315 149.34
2025-08-14 13F 加拿大皇家银行 10,947 19.25 341 29.17
2025-06-26 NP AALGX - Thrivent 全球股票基金 A 类 4,780 22.25 135 -1.47
2025-08-11 13F Martingale 资产管理公司 67,898 1.96 2,118 10.66
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 100,108 0.44 3,025 -6.46
2025-08-11 13F VSM 财富咨询有限责任公司 121 0.83 4 0.00
2025-08-14 13F 制造商人寿保险公司 12,143 18.63 379 28.57
2025-08-26 NP NSIDX - 北方小盘股指数基金 10,836 32.31 338 43.83
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 82,356 785.26 2,319 613.54
2025-08-12 13F MAI资本管理 61 2
2025-03-25 NP TASVX - PGIM QMA 小盘价值基金 Z 类 61,300 685.90 2,142 729.84
2025-08-14 13F Glenmede投资管理有限公司 1,912 60
2025-08-06 13F 法国巴黎银行资产管理控股公司 426 0
2025-07-28 13F 波士顿信托华登公司 544,044 16,974
2025-09-04 13F/A 顾问集团控股公司 1,080 56.75 34 73.68
2025-08-14 13F 黑暗森林资本管理有限公司 37,957 105.50 1,184 122.98
2025-06-26 NP ISCV - iShares Morningstar 小盘价值 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,822 4.11 51 -16.39
2025-08-14 13F 弗默尔有限公司 62,359 6.86 1,946 15.98
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 113,696 0.23 3,436 -6.68
2025-08-14 13F 萨斯奎哈纳国际集团有限责任公司 42,489 5.78 1,326 14.82
2025-08-13 13F 地峡合伙人有限公司 109,735 0.18 3,424 8.70
2025-08-14 13F Xponance公司 8,552 1.96 267 10.37
2025-08-01 13F Envestnet资产管理公司 9,350 0.94 292 9.40
2025-08-13 13F 胜利资本管理公司 78,140 225.71 2,438 253.70
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 44,181 2.34 1,244 -17.51
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 50,270 1,568
2025-06-23 NP PJARX - 小盘价值基金 II R-3 1,417 17.20 40 -7.14
2025-07-25 NP CZMSX - 多管理人小盘股票策略基金机构类别 14,851 9.66 449 2.05
2025-08-14 13F 阿默普莱斯金融公司 53,898 2.49 1,682 11.25
2025-06-26 NP TISEX - TIAA-CREF 机构级量化小型股票基金 111,920 3,152
2025-05-27 NP MFS 可变保险信托 III - MFS 混合研究小型股票投资组合初始类别 16,996 2.64 489 -11.91
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent 全市值投资组合 A 类 6,302 197
2025-08-28 NP SEIS – SEI 精选小型股 ETF 16,727 12.07 522 21.45
2025-08-14 13F 加州教师退休制度 23,752 0.70 741 9.29
2025-08-14 13F 布里奇威资本管理公司 286,835 1.10 8,949 9.72
2025-08-26 NP Profunds - Profund 超小型股副总裁 82 26.15 3 100.00
2025-08-07 13F 苏黎世州银行 (Zurcher Kantonalbank) 11,910 3.84 372 12.77
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 30,876 2.55 963 11.33
2025-07-21 13F 美洲咨询服务有限责任公司 17 1
2025-08-14 13F/A 巴克莱银行 194,315 18.15 6 50.00
2025-08-27 NP RYRUX - Russell 2000 2x 策略基金 A 级股票 119 30.77 4 50.00
2025-08-12 13F 恒线顾问公司 35,442 27.94 1,106 38.82
2025-07-28 NP VCSLX - 小盘股指数基金 7,611 11.30 230 4.07
2025-08-18 NP 太平洋精选基金 - 小盘股指数投资组合 I 类 6,503 46.56 203 59.06
2025-08-15 13F 摩根士丹利 180,981 5.30 5,647 14.27
2025-08-12 13F CIBC 私人财富集团有限责任公司 753 68.83 23 109.09
2025-08-14 13F 沃亚投资管理有限公司 7,711 241
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 52,828 30.49 1,648 41.70
2025-08-08 13F 创意策划 28,633 10.67 893 20.19
2025-06-25 NP FYX - First Trust 小盘核心 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 53,530 1,507
2025-06-25 NP FYC - First Trust 小盘增长 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 51,883 1,461
2025-06-26 NP DCOR - 维度美国核心股票 1 ETF 2,664 61.26 75 31.58
2025-06-26 NP TMAAX - Thrivent 适度激进配置基金 A 类 18,379 20.55 518 -2.82
2025-08-14 13F 沃洛里奇投资管理有限公司 34,484 68.37 1,076 82.82
2025-08-29 NP JAEWX - 小盘股指数信托资产净值 4,571 33.89 143 44.90
2025-06-26 NP LSVQX - LSV 小盘价值基金机构类别股票 59,313 55.68 1,670 25.47
2025-08-26 NP EQ ADVISORS TRUST - ATM 小盘波动率管理投资组合 K 级 7,658 17.01 239 26.60
2025-08-14 13F 麦格理集团有限公司 945,683 1.82 29,505 10.49
2025-08-11 13F 阿尔卑斯顾问公司 12,246 1.22 382 10.09
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 管理波动性投资组合 IB 级 27,349 29.43 853 40.53
2025-08-08 13F 美国信安金融集团 43,745 124.00 1,365 143.14
2025-08-27 NP VSTCX - 先锋战略小型股票基金投资者股票 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 156,487 29.76 4,882 40.81
2025-08-27 NP TLEQX - 小盘股票基金 2,145 121.13 67 144.44
2025-08-27 NP Brighthouse Funds Trust I - 摩根大通小盘价值投资组合 A 类 13,452 0.73 420 9.40
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 25,545 32.11 797 43.60
2025-08-26 NP TMSL - T. Rowe 价格中小型股 ETF 39,017 18.23 1,217 28.38
2025-08-14 13F 普莱斯 T Rowe Associates Inc /md/ 142,694 7.96 4 33.33
2025-08-11 13F 罗斯柴尔德投资有限公司 85 142.86 3 100.00
2025-07-16 13F 国会资产管理公司/马 159,189 0.13 4,967 8.67
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 207,510 24.59 6,474 35.21
2025-07-15 13F 巴伦坦合作伙伴有限责任公司 21,235 54.63 663 68.02
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 124,518 5.95 3,506 -14.61
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 指数投资组合 A 类 8,501 41.94 265 54.07
2025-08-13 13F 联合爱马仕有限公司 244,222 0.68 7,620 9.25
2025-07-14 13F 哈林顿投资公司 80,510 0.44 2,512 8.98
2025-06-26 NP DFAC - 维度美国核心股票 2 ETF 76,808 5.24 2,163 -15.18
2025-07-08 13F 并行顾问有限责任公司 1,666 1.03 52 8.51
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 449,534 3.02 13,585 -4.07
2025-08-12 13F 创始者有限公司 7,193 224
Other Listings
US:AMAL US$28.46
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista