AB5 机构投资人持股, 买家 - Associated Banc-Corp

机构和基金投资人持股 - 买家

在联合银行中开设新头寸的主要持有者包括 Skandinaviska Enskilda Banken AB（出版）, 灯塔投资伙伴有限责任公司, 投资有限责任公司, SECAX - SIIT 小盘 II 基金 - A 类, 优点投资组合管理, 阿拉米亚管理有限公司, 帕拉斯资本顾问有限责任公司, 交响金融有限公司, 红杉财务顾问有限责任公司, 西维亚资本合伙人有限责任公司, DRW 证券有限责任公司, 梅里特金融集团有限责任公司, WSML - iShares MSCI 全球小型股 ETF, IHT 财富管理有限责任公司, 丽都顾问有限责任公司, 虎钳技术公司, Glenmede投资管理有限公司, FELV - 富达增强型大盘价值 ETF, 雷蒙德詹姆斯金融公司, 和 THRIVENT SERIES FUND INC - Thrivent 全市值投资组合 A 类 .

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 (%)
2025-08-07	13F	苏黎世州银行 (Zurcher Kantonalbank)		47,219	26.61	1,152	37.02
2025-08-15	13F	Captrust 财务顾问		11,424		279
2025-07-30	NP	FCTDX - 战略顾问富达美国总股票基金 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		1,879,765	5.79	43,554	-1.36
2025-08-07	13F	Parkside 金融银行与信托		579	44.75	14	55.56
2025-08-13	13F	诚信合作伙伴有限责任公司		37,796	41.53	922	53.24
2025-07-15	13F	毅力家族办公室有限责任公司		46		1
2025-07-25	NP	WSML - iShares MSCI 全球小型股 ETF		11,557		268
2025-07-16	13F	MBE 财富管理有限责任公司		12,560	3.15	306	11.68
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		235,351	10.86	5,453	3.37
2025-08-04	13F	汉兹金融服务公司		1,195	2,033.93	0
2025-08-26	NP	XJH - iShares ESG 筛选标普中盘 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		17,647	1.75	430	10.26
2025-07-25	13F	海明顿财富管理		360	18.81	0
2025-08-12	13F	西北互助投资管理公司		36,470	0.05	890	8.28
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent 适度激进配置投资组合 A 类		31,820	126.25	776	145.57
2025-08-28	NP	CBHAX - 胜利市场中性收益基金 A 类		303,140	13.70	7,394	23.09
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		24,852	4.48	548	-8.21
2025-08-14	13F	富国银行/百万		133,810	55.39	3,264	68.20
2025-06-24	NP	SWTSX - 施瓦布总股票市场指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		77,934	4.82	1,719	-8.03
2025-08-26	NP	GSCYX - 机构小型股股票基金		139,291	23.56	3,397	33.79
2025-08-27	NP	TVOAX - TouchSTONE 小盘价值基金 A 类		114,678	32.91	2,797	43.90
2025-08-13	13F	挪威银行		1,983,319		48,373
2025-07-09	13F	港湾资本顾问公司		102,792	0.36	3	0.00
2025-07-28	NP	VCSLX - 小盘股指数基金		70,299	13.84	1,629	6.13
2025-08-08	13F	宾夕法尼亚州公立学校就业重新注册系统		41,967	7.09	1,024	15.99
2025-08-14	13F	阿默普莱斯金融公司		273,823	8.88	6,679	17.86
2025-07-14	13F	伽玛投资有限责任公司		6,619	26.05	161	36.44
2025-07-17	13F	绿叶信托		12,103	6.18	295	15.23
2025-07-31	13F	剑桥投资研究顾问公司		10,066	0.97	0
2025-08-20	NP	AQMIX - AQR 管理期货策略基金 I 类		25,392	96.61	619	113.45
2025-08-14	13F	加州教师退休制度		154,933	0.25	3,779	8.53
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		266,950	8.10	6,185	0.80
2025-08-22	NP	FELV - 富达增强型大盘价值 ETF		6,689		163
2025-08-13	13F	象限资本集团有限公司		34,182	0.27	834	8.46
2025-07-22	NP	DSMFX - 目的地中小型股票基金 I 类		81,489	1,755.40	1,888	1,632.11
2025-08-14	13F/A	斯科波斯实验室有限公司		1,618	304.50	39	333.33
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		15,599	13.51	380	22.98
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		897,218	1.78	20,789	-5.10
2025-06-27	NP	SUNAMERICA SERIES TRUST - SA 小型股指数投资组合 1 级		18,625	3.97	411	-8.89
2025-08-14	13F	两西格码投资有限合伙人		15,523		379
2025-08-13	13F	罗素投资集团有限公司		32,150	6.00	784	14.79
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent 适度配置投资组合 A 类		33,816	129.76	825	148.94
2025-06-26	NP	DFUS - 维度美国股票 ETF		42,888	0.42	946	-11.84
2025-08-14	13F	匡蒂诺资本管理有限公司		27,814	14.92	678	24.40
2025-08-26	NP	Profunds - Profunds 中型价值副总裁		1,169	11.23	29	21.74
2025-08-14	13F	德肖公司		190,732	58.53	4,652	71.62
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		29,743	2.08	725	10.52
2025-07-23	13F	伍德信托金融公司		194,761	1,015.92	29
2025-08-14	13F	Point72（迪拜国际金融中心）有限公司		22,210		542
2025-08-14	13F	科维茨投资集团合作伙伴有限责任公司		14,575	12.64	355	21.99
2025-08-13	13F	联合爱马仕有限公司		17,077	24.09	417	34.19
2025-08-20	NP	全国可变保险信托 - NVIT GS 小盘股票洞察基金 Y 级		36,843	57.19	899	136.32
2025-08-14	13F	加拿大皇家银行		147,673	77.27	3,602	91.80
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		79,974	3.15	1,951	11.68
2025-06-30	NP	PAMC - Pacer Lunt MidCap 多因子交流发电机 ETF		8,690	40.16	192	34.51
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		1,687,939	12.17	39,110	4.59
2025-08-28	NP	SPMD - SPDR(R) 投资组合中型 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		739,508	1.93	18,037	10.35
2025-08-12	13F	普利股权公司	Put	0		0
2025-05-15	13F	德克萨斯州永久学校基金		80,138		1,768
2025-08-29	NP	DHS - WisdomTree 美国高股息基金不适用		91,667	2.00	2,236	10.42
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
2025-09-04	13F/A	顾问集团控股公司		22,256	3.73	543	12.22
2025-06-24	NP	创新者 ETF 信托 - 创新者美国小型股管理式 ETF		1,648	60.00	36	44.00
2025-08-22	NP	DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 小盘股指数 VIP A 级		25,506	3.25	622	11.87
2025-07-22	13F	湾港财富管理有限责任公司		6	100.00	0
2025-07-22	13F	HFM投资顾问有限责任公司		11	175.00	0
2025-06-03	13F	投资有限责任公司		32,098		723
2025-08-11	13F	WPG顾问有限责任公司		99		2
2025-06-27	NP	XMVM - Invesco S&P MidCap Value with Momentum 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		120,921	0.67	2,668	-11.66
2025-08-13	13F	帕克沃斯财富管理有限公司		7	133.33	0
2025-07-25	NP	NTIAX - 哥伦比亚中盘指数基金 A 类		139,696	2.69	3,237	-4.26
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		8,266	5.09	182	-7.61
2025-08-12	13F	恒线顾问公司		555,194	2.88	13,541	11.38
2025-07-28	NP	AVSU - Avantis 责任美国股票 ETF		5,098	10.90	118	3.51
2025-08-14	13F	IHT 财富管理有限责任公司		9,992		244
2025-08-20	NP	QMHIX - AQR 管理期货策略 HV 基金 I 类		31,993	1.37	780	9.70
2025-08-26	NP	QUANTITATIVE MASTER SERIES LLC - Master 小盘股指数系列		288,447	4.69	7,035	13.34
2025-08-27	NP	Brighthouse Funds Trust I - Brighthouse 小盘价值投资组合 A 类		250,927	0.68	6,120	8.99
2025-06-25	NP	GSATX - 高盛小盘价值洞察基金 A 类		63,160	88.72	1,393	65.64
2025-08-06	13F	萨凡特资本有限责任公司		49,448	183.73	1,206	207.65
2025-08-14	13F	托罗索投资有限责任公司		27,354	2.05	667	10.61
2025-06-26	NP	DXUV-美国维度矢量股票 ETF		4,832	23.42	107	8.16
2025-06-26	NP	ETTOX - E*TRADE 免费总市场指数基金		18		0
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		49,099	4.79	1,083	-7.99
2025-08-05	13F	Simplex 贸易有限公司	Put	2,000	150.00	0
2025-08-14	13F	雷蒙德詹姆斯金融公司		6,142		150
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		32,213	5.18	711	-7.67
2025-08-13	13F	纽约州共同退休基金		51,377	10.78	1	0.00
2025-08-26	NP	IUSV - iShares 核心标普美国价值 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		133,338	0.84	3,252	9.16
2025-08-15	13F	CI 私人财富有限责任公司		18,597	1.93	454	10.22
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		4,528	31.06	110	42.86
2025-08-01	13F	Envestnet资产管理公司		8,630		210
2025-07-29	NP	CLSE - 融合多/空股票 ETF		0	-100.00	0	-100.00
2025-08-14	13F	第一集团贸易有限公司		170		4
2025-08-14	13F	Point72香港有限公司		19,000	1,196.93	463	1,303.03
2025-08-14	13F	沃亚投资管理有限公司		43,679	3.07	1,065	11.64
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		127,500	5.46	3,110	14.18
2025-08-14	13F	峰会步道顾问有限公司		11,096		271
2025-08-26	NP	EQ ADVISORS TRUST - EQ/2000 管理波动性投资组合 IB 级		195,910	3.64	4,778	12.21
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent 中型股指数投资组合 A 类		38,459	0.06	938	8.44
2025-07-25	NP	CZMSX - 多管理人小盘股票策略基金机构类别		93,808	32.48	2,174	23.54
2025-07-25	13F	Pzena 投资管理有限公司		1,859,542	4.01	45,354	12.60
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		96,013	107.95	2,118	82.59
2025-06-26	NP	DFSV - 维度美国小盘价值 ETF		716,968	2.84	15,816	-9.76
2025-07-31	13F/A	亚飞财富		25		0
2025-06-27	NP	RSSL - Global X Russell 2000 ETF		99,541	8.03	2,196	-5.22
2025-08-26	NP	VVICX - Voya VACS 指数系列 SC 投资组合		11,297	6.68	276	15.55
2025-07-23	13F	理查森资本管理有限责任公司		2,000		49
2025-08-14	13F	Smartleaf资产管理有限责任公司		871	18.50	21	31.25
2025-07-16	13F	签名有限责任公司		1,122	30.31	27	42.11
2025-08-11	13F	先锋集团公司		18,108,004	1.05	441,654	9.39
2025-06-26	NP	JHSC - 约翰汉考克多因素小盘股 ETF		34,016	1.82	750	18.48
2025-08-05	13F	伯尼公司/		45,812	1.80	1,117	10.27
2025-08-26	NP	NSIDX - 北方小盘股指数基金		76,914	1.81	1,876	10.16
2025-08-13	13F	国会财富管理有限责任公司/德国/		34,542	216.55	842	243.67
2025-08-27	NP	BBVSX - Bridge Builder 中小盘价值基金		327,929	0.79	7,998	9.11
2025-07-29	NP	EBI-长景优势ETF		1,894	135.57	44	126.32
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		408,013	4.23	9,001	-8.54
2025-08-06	13F	福克斯运行管理有限公司		49,156	376.55	1,199	416.38
2025-08-20	NP	HWVIX - Hotchkis & Wiley 小型多元化价值基金 I 类		118,900	18.54	2,900	28.33
2025-08-13	13F	丽都顾问有限责任公司		9,334		228
2025-08-14	13F	阿拉米亚管理有限公司		18,426		449
2025-08-27	NP	RYDEX 可变信托 - Russell 2000(R) 1.5x 策略基金可变年金		45	4.65	1
2025-08-14	13F	法国巴黎银行套利公司		28,153	28.59	687	39.15
2025-08-08	13F/A	斯特林资本管理有限公司		28,585	6.39	697	15.21
2025-07-23	13F	路易斯安那州雇员退休制度		46,000	0.22	1,122	8.41
2025-08-25	13F/A	路博迈伯曼集团有限责任公司		16,521	8.24	403	17.20
2025-08-26	NP	FTKI - First Trust Small Cap BuyWrite Income ETF		85	3.66	2	100.00
2025-08-26	NP	EQ ADVISORS TRUST - ATM 中盘波动率管理投资组合 K 级		14,590	1.85	356	10.25
2025-06-24	NP	BBSC - 摩根大通 BetaBuilders 美国小盘股 ETF		58,345	11.52	1,287	-2.13
2025-07-28	13F	纽约州教师退休制度		193,603	0.72	5	0.00
2025-08-27	NP	VSEQX - 先锋战略股票基金投资者股份 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		923,534	28.33	22,525	38.93
2025-08-28	NP	SMLV - SPDR SSGA 美国小盘低波动指数 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		23,741	6.26	579	20.63
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		181,699	2.70	4,432	11.19
2025-08-07	13F	Campbell & CO 投资顾问有限责任公司		28,415	44.28	693	56.43
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		32,113	21.39	708	6.47
2025-08-12	13F	哈特兰顾问公司		818,644	6.38	19,967	15.16
2025-07-25	NP	DCCAX - 特拉华小盘核心基金 A 类		3,686,847	19.66	85,424	11.57
2025-07-28	13F	贝福瑞斯特资本有限公司		1,390		34
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		302,045	2.63	6,998	-4.31
2025-05-29	NP	USVM - VictoryShares USAA MSCI 美国小盘股价值动量 ETF		120,090	204.97	2,706	187.46
2025-08-13	13F	Skandinaviska Enskilda Banken AB（出版）		83,300		2,032
2025-07-29	13F	弗吉尼亚退休系统等		51,900	12.58	1,266	21.87
2025-08-15	13F	塔尔研究资本有限责任公司（TRC）		28,547	229.53	696	256.92
2025-08-04	13F	阿拉巴马州退休制度		199,637	0.05	4,869	8.32
2025-08-19	NP	NORTHWESTERN MUTUAL SERIES FUND INC - 400 指数股票投资组合		78,182	0.38	1,907	8.67
2025-08-13	13F	EverSource 财富顾问有限责任公司		1,350	345.54	33	433.33
2025-08-20	NP	QHFRX - AQR MS Fusion HV 基金 R6 类	Short	-153		-4
2025-06-26	NP	DFAC - 维度美国核心股票 2 ETF		349,460	10.72	7,709	-2.84
2025-08-20	NP	QLFIX - AQR LSE 融合基金 I 类	Short	-91		-2
2025-08-04	13F	资产标记公司		76	137.50	2
2025-08-14	13F/A	巴克莱银行		427,044	28.82	10	42.86
2025-07-11	13F/A	Umb Bank 北美/月		16,824	0.22	410	8.47
2025-08-07	13F	虎钳技术公司		9,260		226
2025-06-26	NP	FLKSX - 富达低价股票K6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		800,969	9.88	17,669	-3.58
2025-07-29	NP	IVOV - Vanguard S&P Mid-Cap 400 Value Index Fund 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		120,915	4.06	2,802	-2.98
2025-08-14	13F	都铎投资公司等		131,522	98.42	3,208	114.80
2025-08-08	13F	哈特兰有限公司		130	1,081.82	3
2025-06-23	NP	MDPIX - 中型深度投资者类别		603	26.42	13	18.18
2025-07-29	NP	SECAX - SIIT 小盘 II 基金 - A 类		27,544		638
2025-08-13	13F	琼斯金融公司有限责任公司		1,655	0.42	40	11.11
2025-08-08	13F	Geode资本管理有限公司		4,151,111	1.65	101,256	10.02
2025-07-28	NP	MSSM - 摩根士丹利 Pathway 中小型股 ETF		7,500	16.66	174	8.81
2025-08-14	13F	普莱斯 T Rowe Associates Inc /md/		136,253	8.92	3	50.00
2025-08-20	NP	全国可变保险信托 - NVIT 小盘指数基金 II 类		32,194	9.09	785	18.22
2025-08-14	13F	美国银行 /de/		1,136,565	7.02	27,721	15.85
2025-08-18	13F	吉诺斯财富管理公司		487	143.50	12	175.00
2025-08-26	NP	XVOL - Acruence 主动对冲美国股票 ETF		2,674		65
2025-07-23	13F	Heck Capital Advisors, LLC		13,612		332
2025-08-13	13F	Edgestream 合伙人有限合伙人		124,949	3.32	3,048	11.86
2025-07-09	13F	帕拉斯资本顾问有限责任公司		17,298		422
2025-07-14	13F	农商投资公司		133	17.70	3	50.00
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		22,115	39.47	539	50.98
2025-08-27	NP	RYMKX - 罗素 2000 1.5 倍策略基金 H 级		234	3.54	6	0.00
2025-03-27	NP	AABFX - Thrivent 平衡收益加基金 A 类		1,346	67.41	34	94.12
2025-08-12	13F	全球退休合作伙伴有限责任公司		24	4.35	1
2025-07-28	NP	SMDV - ProShares Russell 2000 Dividend Growers ETF		307,577	4.23	7,127	-2.82
2025-08-08	13F	SG美洲证券有限责任公司		35,869	221.03	1
2025-08-14	13F	阿尔格特全球有限公司		187,103	148.17	5	300.00
2025-08-06	13F	法国巴黎银行资产管理控股公司		1,934		0
2025-07-24	13F	IFP 顾问公司		865	810.53	45	2,100.00
2025-08-20	NP	HWSM - Hotchkis & Wiley SMID Cap 多元化价值基金		528	300.00	13	500.00
2025-08-13	13F	双峰财富顾问有限责任公司		938		23
2025-08-14	13F	拉扎德资产管理公司		64		0
2025-08-14	13F	Citadel 顾问有限公司		3,026,446	99.84	73,815	116.34
2025-08-08	13F	十字马克全球控股公司		9,580	1.53	234	9.91
2025-08-11	13F	FineMark 国家银行和信托银行		11,599		283
2025-07-07	13F	Versant 资本管理公司		1,657	2.79	40	11.11
2025-07-30	13F	Schaper Benz 和 Wise Investment Counsel Inc/wi		113,695	2.25	2,773	10.70
2025-08-11	13F	美国信安证券公司		985	6.83	24	9.09
2025-08-14	13F	Glenmede投资管理有限公司		9,057		221
2025-08-27	NP	RYRUX - Russell 2000 2x 策略基金 A 级股票		849	3.03	21	11.11
2025-07-28	NP	QVMM - Invesco S&P MidCap 400 QVM 多因子 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		22,953	6.51	532	-0.75
2025-08-13	13F	ExodusPoint 资本管理公司		417,498		10
2025-07-25	13F	优点投资组合管理		19,239		469
2025-08-07	13F	绞车咨询服务有限责任公司		52	1.96	1	0.00
2025-08-27	NP	RYDEX 可变信托 - 银行基金可变年金		1,915	76.17	47	91.67
2025-08-11	13F	环球保险及服务有限公司		378,880	4.17	9,241	12.77
2025-08-01	13F	贝西默集团公司		1,334	36.54	0
2025-08-14	13F	美世全球顾问公司 /adv		10,962		267
2025-08-13	13F	格兰瑟姆·梅奥·范·奥特卢有限公司		47,801	235.66	1,166	264.06
2025-06-26	NP	FSSLX - 富达系列小盘核心基金		268,311	2.07	5,919	-10.44
2025-06-27	NP	ESCQX - 推出小型股票基金退休课程		103,325	36.58	2,279	19.88
2025-08-28	NP	SLLAX - SIMT 小盘基金 F 类		37,428	13.36	913	22.75
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		1,663,975	4.27	36,707	-8.50
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		822,609	11.09	19,060	3.58
2025-08-28	NP	DTSVX - 小型公司价值投资组合投资类别		1,160	19.59	28	33.33
2025-08-14	13F	塞伊投资公司		109,252	37.29	2,665	48.66
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		3,951	11.77	96	21.52
2025-08-25	NP	QWVOX - Clearwater 小公司基金		73,324	709.58	1,788	712.73
2025-08-08	13F	拉森金融集团有限责任公司		24		1
2025-08-26	13F/A	路德教会的 Thrivent 金融		209,654	89.35	5	150.00
2025-05-22	NP	ROSC - 哈特福德多因素小盘股 ETF		1,863	2.36	42	-4.65
2025-05-05	13F	林布鲁克资本有限公司		1,690	1,151.85	38	1,166.67
2025-07-29	NP	SMXAX - SIIT 扩展市场指数基金 - A 类		27,736	15.39	643	7.54
2025-06-26	NP	DFAU - 维度美国核心股票市场 ETF		30,263	8.01	668	-5.26
2025-08-20	NP	QMNIX - AQR 股票市场中性基金 I 类		92,248	2.08	2,250	10.52
2025-07-25	13F	红杉财务顾问有限责任公司		13,815		337
2025-06-27	NP	SUNAMERICA 系列信托 - SA 中型股指数投资组合 1 级		27,646	8.13	610	-5.14
2025-08-14	13F	DRW 证券有限责任公司		12,681		309
2025-08-26	NP	Profunds - Profunds 小型股副总裁		380	2.70	9	12.50
2025-06-26	NP	KCXIX - Knights of Columbus 美国全盘指数基金 I 股		704	15.79	16	0.00
2025-08-14	13F	霍奇基斯和威利资本管理有限公司		1,399,923	8.05	34,144	16.97
2025-08-14	13F	Optiver控股有限公司		1,224	31.05	30	38.10
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		45,116	4.93	995	-7.87
2025-07-21	13F	111资本		33,679		821
2025-08-11	13F	交响金融有限公司		14,975		365
2025-07-25	13F	正义投资有限责任公司		16,998	14.34	415	23.95
2025-08-26	NP	高盛可变保险信托 - 高盛小型股股票洞察基金机构		28,743	171.80	701	309.94
2025-06-27	NP	EBIT - Harbor AlphaEdge 小型股收益者 ETF		802	1.39	18	-10.53
2025-03-27	NP	PTMC - Pacer Trendpilot 美国中盘 ETF		24,193	10.76	608	21.36
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		5,067,186	3.31	123,589	11.84
2025-08-05	13F	纽约梅隆银行		1,746,951	0.41	42,608	8.70
2025-08-14	13F	Point72 亚洲（新加坡）私人有限公司有限公司		6,373		155
2025-06-27	NP	PEY - 景顺高收益股票股息实现者 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		756,045		16,678
2025-05-29	NP	SEASONS 系列信托 - SA 多管理适度增长投资组合 1 级		210	3.45	5	0.00
2025-08-26	NP	JDSCX - 摩根大通小型股混合基金 I 类		163,245	102.17	3,982	118.86
2025-08-21	NP	MXLSX - Great-West Loomis Sayles 小盘价值基金投资者类别		28,900	44.50	705	56.44
2025-08-12	13F	美国世纪公司		1,983,873	7.71	48,387	16.60
2025-08-29	NP	STXK-Strive 小型股 ETF		4,944	9.48	121	18.81
2025-08-26	NP	IRSIX - Voya Russell™ 小盘股指数投资组合 ADV 级		32,382	1.87	790	10.20
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent 全市值投资组合 A 类		4,740		116
2025-08-13	13F	亚利桑那州退休系统		48,341	2.11	1,179	10.60
2025-08-01	13F	德克萨斯州教师退休制度		25,058	4.42	611	13.15
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent 全球股票投资组合 A 类		7,892	52.00	192	65.52
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		173,993	388.81	3,838	329.31
2025-08-18	NP	HRVIX - HEARTLAND VALUE PLUS 基金投资者类别		300,000	9.09	7,317	18.11
2025-08-27	NP	Brighthouse Funds Trust I - 摩根大通小盘价值投资组合 A 类		6,625	0.73	162	8.78
2025-08-27	NP	TIFF 投资计划 - TIFF 多元资产基金		654	6.00	16	15.38
2025-08-27	NP	Brighthouse Funds Trust II - MetLife Russell 2000 指数投资组合 A 类		59,917	3.49	1,461	12.04
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		92,937	0.16	2,153	-6.59
2025-08-14	13F	千禧管理有限公司		1,621,305	463.17	39,544	509.67
2025-08-14	13F	立体派系统策略有限责任公司		63,253		1,543
2025-08-06	13F	真实财富设计有限责任公司		104	246.67	3
2025-07-28	NP	MVV - ProShares Ultra MidCap400		6,218	0.21	144	-6.49
2025-07-29	NP	IVOO - Vanguard S&P Mid-Cap 400 指数基金 ETF 股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		243,575	7.89	5,644	0.59
2025-08-14	13F	舍恩菲尔德战略顾问有限责任公司		89,670	162.64	2,187	184.40
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		74,773	3.56	1,649	-9.15
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		776,982	0.04	18,003	-6.73
2025-07-25	13F	俄勒冈州公务员退休基金		33,438	0.60	816	8.96
2025-07-09	13F	西维亚资本合伙人有限责任公司		13,433		328
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		233,287	2.47	5,690	10.92
2025-07-22	13F	梅里特金融集团有限责任公司		12,368		302
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus 投资组合 A 类		761		19
2025-08-27	NP	高级系列信托 - Ast 小型成长型投资组合		75,701	13.49	1,846	22.90
2025-08-14	13F	水手有限责任公司		22,613	24.07	552	34.39
2025-05-22	NP	AIRR - First Trust RBA 美国工业复兴 (TM) ETF 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		2,604,586	58.42	58,681	49.34
2025-08-28	NP	TPSC - Timothy Plan 美国小盘股核心 ETF		20,846	36.44	508	54.41
2025-08-26	NP	GFSYX - 机构战略另类基金				-29	7.69
2025-07-25	13F	CWM有限公司		32,215	154.52	1
2025-08-14	13F	汉考克·惠特尼公司		469,041	70.74	11,440	84.83
2025-08-14	13F	麦格理集团有限公司		4,623,645	5.71	112,771	14.44
2025-08-14	13F	Ieq资本有限公司		111,473	237.48	2,719	265.32
2025-08-12	13F	SRS 资本顾问公司		227	49.34	6	66.67
2025-08-27	NP	RYRRX - 罗素 2000 基金 A 类		390	2.36	10	12.50
2025-08-20	NP	QCFIX - AQR CVX 融合基金 I 类	Short	-45		-1
2025-07-24	13F	美国合众银行\de\		80,262	0.56	1,958	8.84
2025-08-18	NP	太平洋精选基金 - 小盘股指数投资组合 I 类		45,342	6.39	1,106	15.10
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent 适度保守配置投资组合 A 类		8,885	149.93	217	170.00
2025-08-13	13F	费希尔资产管理有限责任公司		357,009	0.00	8,707	8.26
2025-07-14	13F	麦格隆·萨特纳财富管理公司		8,468		207
2025-08-13	13F	文艺复兴科技有限公司		225,731	24.21	5,506	34.47
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent 积极配置投资组合 A 类		11,037	146.31	269	169.00
2025-08-29	NP	DES - WisdomTree 美国小型股股息基金不适用		381,159	0.66	9,296	8.97
2025-08-08	13F	新泽西州警察和消防员退休系统		37,002	3.60	902	12.19
2025-08-27	NP	RYKIX - 银行基金投资者类别		8,681	3.21	212	11.64
2025-07-10	13F	财富增值咨询服务有限公司		53,981	73.51	1,396	99.29
2025-06-23	NP	MPSIX - 中型股标准普尔 400 指数基金机构类		68,244	0.39	1,505	-11.94
2025-08-14	13F	瑞银资产管理美洲公司		622,037	25.31	15,171	35.66
2025-07-30	13F	财务视角公司		11,253	0.10	274	8.30
2025-08-12	13F	Trexquant 投资有限责任公司		236,802	98.81	5,776	115.24
2025-08-13	13F	尼科莱特咨询服务有限公司		100,421	2.16	2,419	27.58
2025-08-20	NP	QMFNX - AQR MS 融合基金 N 类	Short	-139		-3
2025-07-31	13F	Leeward Investments, LLC - 马萨诸塞州		765,504	39.70	18,671	51.24
2025-08-26	NP	JPSV - 摩根大通活跃小盘价值 ETF		5,163	125.75	126	145.10
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus 投资组合 A 类		573		14
2025-08-12	13F	莎士比亚财富管理公司		8,412		205
2025-08-29	NP	JAFEX - 总股票市场指数信托资产净值		2,574	7.07	63	14.81
2025-08-07	13F	奥尔沃斯金融有限公司		362	27.46	9	33.33
2025-08-28	NP	SPDG - SPDR 投资组合标普行业中性股息 ETF		172	19.44	4	33.33
2025-08-18	13F/A	Kestra 投资管理有限责任公司		730	10.94	18	21.43
2025-08-13	13F	古根海姆资本有限公司		16,776	4.04	409	12.67
2025-06-18	NP	GMRAX - 全国小盘指数基金 A 类		14,103	2.04	311	-10.37
2025-08-14	13F	简街集团有限责任公司		302,377	181.07	7,375	204.33
2025-08-29	NP	JADMX - 小盘机会信托资产净值		16,592	36.93	405	48.53
2025-07-28	NP	HDG - ProShares 对冲复制 ETF		215	13.16	5	0.00
2025-06-26	NP	TISEX - TIAA-CREF 机构级量化小型股票基金		567,610	8.38	12,521	-4.90
2025-06-26	NP	SMLF - iShares Edge MSCI 多因子美国小型股 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		64,891	10.87	1,431	-2.72
2025-08-14	13F	布雷文·霍华德资本管理有限责任公司		13,865		338
2025-08-13	13F	布里奇沃特合伙人有限合伙人		413,624		10,088
2025-08-14	13F	格雷厄姆资本管理有限合伙人		47,851		1,167
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		8,643	8.92	211	17.98
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		21,469	5.90	524	14.69
2025-06-26	NP	PQCCX - PGIM QMA 中型核心股票基金 R6 级		735	13.95	16	0.00
2025-08-14	13F	Point72 资产管理有限合伙人		640,100	1,201.65	15,612	1,310.30
2025-07-21	13F	美洲咨询服务有限责任公司		100		2
2025-08-22	NP	可变保险产品基金 II - 纪律严明的小型股投资组合初始类别		30,748	26.25	750	36.68
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DE:AB5 / Associated Banc-Corp - 机构投资人持股 - 买家

机构和基金投资人持股 - 买家

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