机构和基金投资人持股 - 买家
在ConnectOne 银行公司中开设新头寸的主要持有者包括 安佳资本顾问有限公司, 奇尔顿投资有限公司, 布莱尔·威廉公司, SMIZ - Zacks 中小型股 ETF, CenterBook 合作伙伴有限责任公司, 柯罗尼集团有限责任公司, Kestra 咨询服务有限责任公司, BBTSX - Bridge Builder 税务管理中小型股基金, TMVAX - RBC Microcap Value Fund A 股, 考德威尔证券公司, TIFF 投资计划 - TIFF 多元资产基金, WSML - iShares MSCI 全球小型股 ETF, 北卡罗来纳州韦伯斯特银行, 新桥金融服务集团有限公司, 法国巴黎银行资产管理控股公司, MAI资本管理, 万通信托公司 Fsb/adv, SBI 证券股份有限公司, Jfs 财富顾问有限公司, 和 拉森金融集团有限责任公司 .
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。
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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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-08 | 13F | Avantax 咨询服务公司 | 41,125 | 2.80 | 952 | -2.06 | ||||
2025-08-13 | 13F | 景顺有限公司 | 111,195 | 14.09 | 2,575 | 8.70 | ||||
2025-08-29 | NP | DGRS - WisdomTree 美国小型股优质股息增长基金 不适用 | 96,587 | 50.08 | 2,237 | 42.97 | ||||
2025-08-06 | 13F | 联邦股权服务有限公司 | 16,341 | 34.86 | 0 | |||||
2025-08-05 | 13F | 蒙特利尔银行/can/ | 11,481 | 266 | ||||||
2025-07-30 | NP | SMIZ - Zacks 中小型股 ETF | 31,993 | 735 | ||||||
2025-08-14 | 13F | 斯蒂菲尔金融公司 | 108,296 | 14.95 | 2,508 | 9.52 | ||||
2025-08-12 | 13F | 瑞士国家银行 | 90,800 | 28.61 | 2,103 | 22.49 | ||||
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 | 1,861 | 6.95 | 43 | 2.38 | ||||
2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 3,188 | 257.80 | 74 | 247.62 | ||||
2025-08-12 | 13F | 斯蒂文资本顾问有限合伙人 | 542,067 | 3.65 | 12,554 | -1.25 | ||||
2025-08-11 | 13F | 环球保险及服务有限公司 | 20,152 | 61.22 | 467 | 53.80 | ||||
2025-08-12 | 13F | 德意志银行\ | 28,436 | 5.31 | 659 | 0.30 | ||||
2025-08-14 | 13F | 阿默普莱斯金融公司 | 195,738 | 32.20 | 4,533 | 25.95 | ||||
2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 148 | 6.47 | 3 | 0.00 | ||||
2025-08-14 | 13F | 弗默尔有限公司 | 3,222,812 | 2.06 | 74,640 | -2.76 | ||||
2025-07-21 | 13F | 谷轮资本管理有限责任公司 | 2,620 | 16.39 | 61 | 11.11 | ||||
2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 3,792 | 69.21 | 85 | 51.79 | ||||
2025-07-28 | NP | VCSLX - 小盘股指数基金 | 15,409 | 11.30 | 354 | 0.00 | ||||
2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 13,740 | 31.79 | 318 | 25.69 | ||||
2025-08-08 | 13F | SBI 证券股份有限公司 | 156 | 4 | ||||||
2025-08-12 | 13F | 贝莱德公司 | 5,454,670 | 17.45 | 126,330 | 11.90 | ||||
2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 24,586 | 162.70 | 1 | |||||
2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 2,200 | 51 | |||||
2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 839 | 747.47 | 19 | 850.00 | ||||
2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 259,100 | 38.82 | 6,001 | 32.25 | ||||
2025-08-29 | NP | JADMX - 小盘机会信托资产净值 | 4,667 | 73.95 | 108 | 66.15 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 19,517 | 27.88 | 452 | 22.49 | ||||
2025-08-18 | NP | 太平洋精选基金 - 小盘股票投资组合 I 类 | 3,360 | 2.75 | 78 | -2.53 | ||||
2025-08-27 | NP | BBTSX - Bridge Builder 税务管理中小型股基金 | 7,115 | 165 | ||||||
2025-08-14 | 13F/A | 巴克莱银行 | 140,215 | 45.34 | 3 | 50.00 | ||||
2025-08-13 | 13F | 亚利桑那州退休系统 | 10,855 | 3.82 | 251 | -1.18 | ||||
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 | 24,551 | 6.58 | 569 | 1.43 | ||||
2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 29,789 | 25.35 | 690 | 19.41 | ||||
2025-06-23 | NP | PJARX - 小盘价值基金 II R-3 | 81,265 | 28.06 | 1,831 | 13.81 | ||||
2025-08-29 | NP | SA 基金投资信托 - SA 美国小型公司基金 | 4,545 | 35.35 | 105 | 29.63 | ||||
2025-08-22 | NP | DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 小盘股指数 VIP A 级 | 7,309 | 34.48 | 169 | 28.03 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | 11,788 | 28.49 | 273 | 22.42 | ||||
2025-06-24 | NP | 创新者 ETF 信托 - 创新者美国小型股管理式 ETF | 465 | 59.79 | 10 | 42.86 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/摩根士丹利小型股成长投资组合 IB 级 | 1,940 | 42.23 | 45 | 25.71 | ||||
2025-08-14 | 13F | 两西格码投资有限合伙人 | 198,910 | 3.74 | 4,607 | -1.16 | ||||
2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 1,547,586 | 29.31 | 35,842 | 23.20 | ||||
2025-08-28 | NP | IWC - iShares 微型股 ETF | 107,187 | 32.55 | 2,482 | 26.31 | ||||
2025-08-27 | NP | RYMKX - 罗素 2000 1.5 倍策略基金 H 级 | 67 | 34.00 | 2 | 0.00 | ||||
2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 24,333 | 564 | ||||||
2025-08-27 | NP | Brighthouse Funds Trust II - MetLife Russell 2000 指数投资组合 A 类 | 16,661 | 27.96 | 386 | 21.84 | ||||
2025-08-28 | NP | IWO - iShares Russell 2000 Growth ETF | 104,790 | 37.56 | 2,427 | 23.84 | ||||
2025-08-26 | NP | BOSVX - Omni 小盘价值基金 N 类 | 124,214 | 18.93 | 2,877 | 13.27 | ||||
2025-06-26 | NP | HSFNX - 轩尼诗小型金融基金投资者类别 | 110,000 | 22.22 | 2,478 | 8.68 | ||||
2025-07-16 | 13F | 签名有限责任公司 | 7,452 | 0.74 | 173 | -3.91 | ||||
2025-08-26 | NP | PENN SERIES FUNDS INC - 小盘股指数基金 | 1,413 | 21.81 | 33 | 14.29 | ||||
2025-08-14 | 13F | 第四石有限责任公司 | 208,060 | 356.27 | 4,819 | 334.84 | ||||
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 | 28,013 | 10.97 | 643 | -0.16 | ||||
2025-08-19 | 13F | 新桥金融服务集团有限公司 | 750 | 17 | ||||||
2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 20,300 | 470 | ||||||
2025-08-14 | 13F | 瑞银集团 | 96,890 | 52.88 | 2,244 | 45.65 | ||||
2025-06-26 | NP | DFUS - 维度美国股票 ETF | 10,149 | 19.15 | 229 | 6.05 | ||||
2025-07-24 | 13F | 布莱尔·威廉公司 | 33,570 | 777 | ||||||
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 | 89,928 | 2.92 | 2,026 | -8.49 | ||||
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 | 77,471 | 20.74 | 1,794 | 15.07 | ||||
2025-08-14 | 13F | 布斯贝基金管理有限公司 | 431,477 | 0.49 | 9,993 | -4.26 | ||||
2025-08-14 | 13F | 银冠资产管理集团有限公司 | 17,523 | 406 | ||||||
2025-08-13 | 13F | 鳄鱼资本管理有限责任公司 | 282,065 | 33.86 | 6,533 | 27.53 | ||||
2025-07-24 | 13F | Jfs 财富顾问有限公司 | 155 | 4 | ||||||
2025-08-12 | 13F | 维度基金顾问有限公司 | 2,842,060 | 24.97 | 65,823 | 19.07 | ||||
2025-08-14 | 13F | 奇尔顿投资有限公司 | 73,960 | 1,713 | ||||||
2025-08-01 | 13F | 超越财富集体有限责任公司 | 10,012 | 0.06 | 232 | -4.94 | ||||
2025-08-28 | NP | SEIS – SEI 精选小型股 ETF | 31,527 | 12.35 | 730 | 7.04 | ||||
2025-07-14 | 13F | 伽玛投资有限责任公司 | 4,082 | 2.00 | 95 | -3.09 | ||||
2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 1,250 | 83.82 | 29 | 75.00 | ||||
2025-08-13 | 13F | 宽博科技有限公司 | 22,706 | 526 | ||||||
2025-08-25 | NP | TMVAX - RBC Microcap Value Fund A 股 | 5,071 | 117 | ||||||
2025-08-12 | 13F | Nuveen有限责任公司 | 429,293 | 25.58 | 9,942 | 19.64 | ||||
2025-05-29 | NP | SEASONS 系列信托 - SA 多管理适度增长投资组合 1 级 | 1,106 | 3.08 | 27 | 8.33 | ||||
2025-08-28 | NP | IWM - iShares Russell 2000 ETF | 1,217,612 | 21.24 | 28,200 | 15.50 | ||||
2025-08-18 | NP | 太平洋精选基金 - 小盘股指数投资组合 I 类 | 13,058 | 37.96 | 302 | 31.30 | ||||
2025-08-05 | 13F | 赫斯曼战略顾问公司 | 105,000 | 2,432 | ||||||
2025-08-12 | 13F | 恒线顾问公司 | 74,624 | 34.33 | 1,728 | 28.00 | ||||
2025-08-28 | NP | SSMHX - 道富中小盘股指数投资组合 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 | 15,078 | 13.08 | 349 | 7.72 | ||||
2025-08-12 | 13F | CenterBook 合作伙伴有限责任公司 | 29,536 | 684 | ||||||
2025-08-15 | 13F | 摩根士丹利 | 399,931 | 108.69 | 9,262 | 98.84 | ||||
2025-08-04 | 13F | 汉兹金融服务公司 | 13 | 0 | ||||||
2025-08-26 | NP | QUANTITATIVE MASTER SERIES LLC - Master 小盘股指数系列 | 81,258 | 30.50 | 1,882 | 24.32 | ||||
2025-06-26 | NP | ISCV - iShares Morningstar 小盘价值 ETF | 7,335 | 3.98 | 165 | -7.30 | ||||
2025-07-24 | 13F | 资本顾问有限公司 | 21 | 0 | ||||||
2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 998 | 59.68 | 23 | 53.33 | ||||
2025-04-01 | NP | MYLD - Cambria 微型和小型股股东收益 ETF | 11,819 | 2.32 | 299 | 7.17 | ||||
2025-08-27 | NP | RYRRX - 罗素 2000 基金 A 类 | 112 | 31.76 | 3 | 0.00 | ||||
2025-07-11 | 13F | 考德威尔证券公司 | 4,596 | 106 | ||||||
2025-08-26 | NP | EQ ADVISORS TRUST - ATM 小盘波动率管理投资组合 K 级 | 14,719 | 23.38 | 341 | 17.24 | ||||
2025-08-11 | 13F | 美国信安证券公司 | 674 | 29.12 | 16 | 36.36 | ||||
2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 13,730 | 29.75 | 318 | 23.35 | ||||
2025-08-28 | NP | TIAA 独立账户 VA 1 - 股票指数账户 教师个人年金 个人递延可变年金 | 1,592 | 38.92 | 37 | 33.33 | ||||
2025-07-31 | 13F | 新泽西州共同养老基金 D | 83,191 | 6.82 | 1,927 | 1.74 | ||||
2025-08-14 | 13F | 水产资本管理有限责任公司 | 9,326 | 61.32 | 216 | 53.57 | ||||
2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 26,130 | 21.33 | 605 | 15.68 | ||||
2025-08-14 | 13F | 人民币资本管理有限公司 | 25,000 | 579 | ||||||
2025-08-07 | 13F | ProShare 顾问有限责任公司 | 9,777 | 226 | ||||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度保守配置投资组合 A 类 | 1,210 | 59.63 | 28 | 55.56 | ||||
2025-08-12 | 13F | 嘉信理财投资管理公司 | 390,673 | 34.07 | 9,048 | 27.73 | ||||
2025-08-21 | NP | MXLSX - Great-West Loomis Sayles 小盘价值基金投资者类别 | 32,545 | 28.64 | 754 | 22.44 | ||||
2025-06-27 | NP | EBIT - Harbor AlphaEdge 小型股收益者 ETF | 372 | 1.64 | 8 | -11.11 | ||||
2025-07-25 | 13F | CWM有限公司 | 7,623 | 530.00 | 0 | |||||
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 | 16,422 | 2.91 | 370 | -8.66 | ||||
2025-08-27 | NP | Brighthouse Funds Trust I - 摩根大通小盘价值投资组合 A 类 | 61,287 | 0.74 | 1,419 | -3.99 | ||||
2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
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 | ||||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA 小盘指数基金标准类别 | 36,580 | 39.78 | 847 | 33.18 | ||||
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 | 1,763 | 25.04 | 41 | 17.65 | ||||
2025-08-12 | 13F | 美国世纪公司 | 983,452 | 24.53 | 22,777 | 18.63 | ||||
2025-08-13 | 13F | 纽约州共同退休基金 | 13,709 | 32.71 | 0 | |||||
2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 1,045 | 2,802.78 | 24 | |||||
2025-08-01 | 13F | Envestnet资产管理公司 | 240,052 | 16.65 | 5,560 | 11.14 | ||||
2025-07-25 | NP | CZMSX - 多管理人小盘股票策略基金机构类别 | 144,286 | 10.19 | 3,314 | -0.84 | ||||
2025-07-31 | 13F | 尼萨投资顾问有限公司 | 747 | 1,258.18 | 17 | 1,600.00 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/2000 管理波动性投资组合 IB 级 | 56,346 | 33.35 | 1,305 | 26.97 | ||||
2025-08-14 | 13F | 法国巴黎银行套利公司 | 18,686 | 16.69 | 433 | 11.05 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度配置投资组合 A 类 | 5,011 | 59.48 | 116 | 52.63 | ||||
2025-08-26 | NP | Profunds - Profund 超小型股副总裁 | 166 | 26.72 | 4 | 0.00 | ||||
2025-06-26 | NP | DFSV - 维度美国小盘价值 ETF | 149,836 | 5.28 | 3,376 | -6.41 | ||||
2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 57 | 1 | ||||||
2025-07-09 | 13F | 港湾资本顾问公司 | 374 | 1.63 | 0 | |||||
2025-08-12 | 13F | 美洲投资伙伴公司 | 4,746 | 28.79 | 110 | 22.47 | ||||
2025-08-07 | 13F | Parkside 金融银行与信托 | 80 | 300.00 | 2 | |||||
2025-08-13 | 13F | 第一信托顾问有限公司 | 58,934 | 9.39 | 1,365 | 4.20 | ||||
2025-08-14 | 13F | 骏利亨德森集团有限公司 | 20,357 | 30.44 | 472 | 24.93 | ||||
2025-08-26 | NP | NSIDX - 北方小盘股指数基金 | 22,076 | 34.99 | 511 | 28.72 | ||||
2025-08-29 | NP | JAEWX - 小盘股指数信托资产净值 | 9,242 | 32.20 | 214 | 26.63 | ||||
2025-08-14 | 13F | 布里奇威资本管理公司 | 306,160 | 21.78 | 7,091 | 16.02 | ||||
2025-08-08 | 13F | Pnc 金融服务集团公司 | 1,842 | 107.90 | 43 | 100.00 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/dfa 美国核心股票基金 (a) | 4,506 | 36.46 | 104 | 30.00 | ||||
2025-06-26 | NP | FSSLX - 富达系列小盘核心基金 | 203,627 | 6.71 | 4,588 | -5.13 | ||||
2025-08-27 | NP | BBVSX - Bridge Builder 中小盘价值基金 | 17,738 | 4.82 | 411 | -0.24 | ||||
2025-08-26 | NP | 北方基金 - 北方小盘核心基金 K 类 | 3,050 | 71.44 | 71 | 62.79 | ||||
2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 352 | 46.06 | 8 | 60.00 | ||||
2025-08-14 | 13F | 加拿大皇家银行 | 33,429 | 585.72 | 774 | 550.42 | ||||
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 | 6,173 | 39.44 | 143 | 32.71 | ||||
2025-08-18 | NP | 太平洋精选基金 - 小盘价值投资组合 I 类 | 17,085 | 12.40 | 396 | 7.05 | ||||
2025-07-29 | NP | EBI-长景优势ETF | 1 | 0 | ||||||
2025-07-22 | NP | GSSIX - 高盛机构小型股价值基金 | 322,156 | 20.20 | 7,400 | 8.14 | ||||
2025-06-25 | NP | TASVX - PGIM QMA 小盘价值基金 Z 类 | 47,300 | 155.68 | 1,066 | 127.56 | ||||
2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 61,236 | 3.37 | 1,418 | -1.53 | ||||
2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 22,459 | 91.19 | 520 | 82.46 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT 小盘指数基金 II 类 | 9,468 | 44.13 | 219 | 37.74 | ||||
2025-08-20 | NP | QSMLX - AQR 小盘多风格基金 I 类 | 2,825 | 65 | ||||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 维度美国核心股票 2 基金标准类别 | 4,864 | 44.38 | 113 | 38.27 | ||||
2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 52,267 | 13.81 | 1 | 0.00 | ||||
2025-08-11 | 13F | 先锋集团公司 | 2,858,690 | 30.71 | 66,207 | 24.53 | ||||
2025-08-06 | 13F | 真实财富设计有限责任公司 | 33 | 32.00 | 1 | |||||
2025-08-28 | NP | HSGFX - 赫斯曼战略增长基金 | 100,000 | 2,316 | ||||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度激进配置投资组合 A 类 | 4,790 | 59.67 | 111 | 52.78 | ||||
2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 243,785 | 5,646 | ||||||
2025-08-29 | NP | EES - WisdomTree 美国小型股基金 不适用 | 26,288 | 28.51 | 609 | 22.33 | ||||
2025-08-14 | 13F | 高盛集团公司 | 1,206,940 | 19.45 | 27,953 | 13.79 | ||||
2025-07-24 | 13F | IFP 顾问公司 | 54 | 1 | ||||||
2025-07-21 | 13F | 轩尼诗顾问公司 | 135,000 | 42.11 | 3,127 | 35.38 | ||||
2025-08-26 | NP | IRSIX - Voya Russell™ 小盘股指数投资组合 ADV 级 | 9,956 | 23.05 | 231 | 17.35 | ||||
2025-08-14 | 13F | 霍奇基斯和威利资本管理有限公司 | 646,737 | 26.37 | 14,978 | 20.39 | ||||
2025-07-29 | NP | VRTIX - Vanguard Russell 2000 指数基金机构股票 | 182,033 | 9.25 | 4,181 | -1.69 | ||||
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 | 16,968 | 14.90 | 382 | 2.14 | ||||
2025-08-27 | NP | VEXMX - 先锋扩展市场指数基金投资者股票 | 730,793 | 31.32 | 16,925 | 25.11 | ||||
2025-08-05 | 13F | 纽约梅隆银行 | 340,974 | 39.83 | 7,897 | 33.22 | ||||
2025-08-15 | 13F | 塔尔研究资本有限责任公司(TRC) | 6,440 | 707.02 | 149 | 684.21 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT 微型资本投资组合 IB 级 | 10,030 | 52.87 | 232 | 45.91 | ||||
2025-08-12 | 13F | 克利尔街市场有限责任公司 | 1,011 | 23 | ||||||
2025-08-26 | NP | VVICX - Voya VACS 指数系列 SC 投资组合 | 3,496 | 34.20 | 81 | 26.98 | ||||
2025-08-26 | NP | PENN SERIES FUNDS INC - 小盘价值基金 | 53,897 | 39.63 | 1,248 | 33.05 | ||||
2025-08-27 | NP | 安联可变保险产品信托 - AZL DFA 美国核心股票基金 | 1,968 | 70.54 | 46 | 60.71 | ||||
2025-08-27 | NP | RYRUX - Russell 2000 2x 策略基金 A 级股票 | 243 | 31.35 | 6 | 25.00 | ||||
2025-08-26 | NP | Profunds - Profunds 小型股副总裁 | 109 | 32.93 | 3 | 100.00 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 小型股成长投资组合 IB 类 | 18,338 | 31.55 | 425 | 25.44 | ||||
2025-08-14 | 13F | 瑞银资产管理美洲公司 | 106,051 | 69.93 | 2,456 | 61.90 | ||||
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 | 66,169 | 2.99 | 1,520 | -7.38 | ||||
2025-08-14 | 13F | 塞伊投资公司 | 49,790 | 35.53 | 1,153 | 29.12 | ||||
2025-06-26 | NP | DFQTX - 美国核心股票 2 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 | 83,440 | 4.75 | 1,880 | -6.89 | ||||
2025-06-27 | NP | RSSL - Global X Russell 2000 ETF | 22,020 | 6.65 | 496 | -5.16 | ||||
2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 94,848 | 1.18 | 2,137 | -10.06 | ||||
2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 56 | 700.00 | 1 | |||||
2025-09-04 | 13F/A | 顾问集团控股公司 | 1,781 | 728.37 | 41 | 720.00 | ||||
2025-08-11 | 13F | 授权基金有限责任公司 | 181,946 | 23.81 | 4,214 | 17.95 | ||||
2025-08-13 | 13F | 伊丽莎白帕克资本顾问有限公司 | 95,219 | 2,205 | ||||||
2025-08-14 | 13F | 德肖公司 | 79,116 | 84.92 | 1,832 | 76.15 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全球股票投资组合 A 类 | 1,767 | 59.33 | 41 | 53.85 | ||||
2025-08-08 | 13F | Geode资本管理有限公司 | 1,160,058 | 33.11 | 26,870 | 26.81 | ||||
2025-07-11 | 13F | 远远财务顾问有限责任公司 | 1,471 | 275.26 | 34 | 277.78 | ||||
2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 200 | 0 | |||||
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 | 7,940 | 4,626.19 | 184 | 4,475.00 | ||||
2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 12,003 | 58.08 | 278 | 50.54 | ||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 72,948 | 20.64 | 1,689 | 14.98 | ||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 8,800 | 204 | |||||
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 | 50,079 | 7.43 | 1,150 | -3.36 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/小型公司指数投资组合 IB 类 | 36,358 | 137.63 | 842 | 126.95 | ||||
2025-07-29 | NP | VFMFX - Vanguard 美国多因素基金 Admiral Shares | 13,354 | 48.76 | 307 | 33.62 | ||||
2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert VP Russell 2000 小型股指数投资组合 - I 类 | 4,746 | 28.79 | 110 | 22.47 | ||||
2025-06-26 | NP | DFAT - 维度美国目标价值 ETF | 228,125 | 6.09 | 5,140 | -5.67 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA 中小盘 200 基金标准级 | 30,174 | 31.11 | 699 | 24.87 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 维度美国核心股票 1 基金标准类别 | 4,762 | 23.85 | 110 | 18.28 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 积极配置投资组合 A 类 | 1,523 | 59.64 | 35 | 52.17 | ||||
2025-08-27 | NP | 高级系列信托 - Ast 小型成长型投资组合 | 75,370 | 35.05 | 1,746 | 28.69 | ||||
2025-07-25 | NP | WSML - iShares MSCI 全球小型股 ETF | 3,731 | 86 | ||||||
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 | 4,471 | 47.41 | 104 | 41.10 | ||||
2025-08-14 | 13F | 两个 Sigma 顾问,有限合伙人 | 220,546 | 37.43 | 5,108 | 30.92 | ||||
2025-07-08 | 13F | 上升顾问有限责任公司 | 40 | 1 | ||||||
2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT 小盘价值投资组合 IB 级 | 6,023 | 2.45 | 139 | -2.11 | ||||
2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 27,783 | 26.29 | 643 | 20.41 | ||||
2025-08-13 | 13F | 箭街资本有限合伙企业 | 306,362 | 623.47 | 7,095 | 589.50 | ||||
2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 50,926 | 18.00 | 1 | 0.00 | ||||
2025-07-22 | NP | GSSC - 高盛 ActiveBeta(R) 美国小盘股 ETF | 12,635 | 33.18 | 290 | 19.83 | ||||
2025-08-27 | NP | TLEQX - 小盘股票基金 | 1,660 | 59.46 | 38 | 46.15 | ||||
2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 1,085 | 75.57 | 25 | 66.67 | ||||
2025-07-28 | NP | HDG - ProShares 对冲复制 ETF | 48 | 11.63 | 1 | 0.00 | ||||
2025-08-07 | 13F | 蒂尔森金融集团公司 | 29,008 | 0.80 | 1 | |||||
2025-07-09 | 13F | 万通信托公司 Fsb/adv | 174 | 4 | ||||||
2025-08-08 | 13F | 拉森金融集团有限责任公司 | 116 | 3 | ||||||
2025-08-14 | 13F | 门登资本顾问公司 | 25,000 | 579 | ||||||
2025-08-12 | 13F | Legal & General 集团有限公司 | 58,173 | 49.33 | 1,347 | 42.39 | ||||
2025-08-20 | NP | ASMOX - AQR 小盘动量型基金 I 类 | 3,780 | 88 | ||||||
2025-08-14 | 13F | 道富银行 | 1,304,660 | 21.80 | 30,216 | 16.04 | ||||
2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 151 | 3 | ||||||
2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 87,127 | 47.91 | 2,018 | 40.85 | ||||
2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 312 | 0 | ||||||
2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 11,514 | 0.80 | 267 | -3.97 | ||||
2025-08-13 | 13F | 文艺复兴科技有限公司 | 459,746 | 153.74 | 10,648 | 141.76 | ||||
2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 24,031 | 557 | ||||||
2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 64,404 | 14.14 | 1,492 | 8.75 | ||||
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 | 23,907 | 23.72 | 554 | 17.91 | ||||
2025-08-14 | 13F | EJF资本有限责任公司 | 29,148 | 2.62 | 675 | -2.17 | ||||
2025-06-25 | NP | ISCB - iShares 晨星小型股 ETF | 1,849 | 3.88 | 42 | -8.89 | ||||
2025-07-07 | 13F | Versant 资本管理公司 | 1,079 | 77.18 | 25 | 71.43 | ||||
2025-08-13 | 13F | 罗素投资集团有限公司 | 511 | 151.72 | 12 | 175.00 | ||||
2025-08-13 | 13F | 北方信托公司 | 415,663 | 31.54 | 9,627 | 25.31 | ||||
2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 1,319 | 31 | ||||||
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 | 39,171 | 0.17 | 907 | -4.53 | ||||
2025-08-29 | NP | BSVO - EA Bridgeway Omni 小盘价值 ETF | 181,694 | 23.64 | 4,208 | 17.81 | ||||
2025-08-14 | 13F | Aqr资本管理有限公司 | 120,939 | 63.31 | 2,801 | 55.56 | ||||
2025-08-26 | NP | TLSTX - 股票指数基金 | 588 | 39.34 | 14 | 30.00 | ||||
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 | 75,350 | 5.94 | 1,731 | -4.68 | ||||
2025-08-12 | 13F | 保德信金融公司 | 190,388 | 13.01 | 4,409 | 7.67 | ||||
2025-08-06 | 13F | Wsfs 资本管理有限公司 | 9,125 | 0.18 | 211 | -4.52 | ||||
2025-07-28 | NP | AVSBX - Avantis 美国小型股股票基金 G 类 | 4,503 | 16.06 | 103 | 4.04 | ||||
2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 135 | 125.00 | 3 | 200.00 | ||||
2025-08-28 | NP | HSAFX - 赫斯曼战略配置基金 | 5,000 | 116 | ||||||
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 | 194,457 | 0.24 | 4,467 | -9.81 | ||||
2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 1,629,970 | 154.22 | 37,750 | 142.20 | ||||
2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 17 | 0 | ||||||
2025-08-14 | 13F | Aster 资本管理(DIFC)有限公司 | 19 | 0 | ||||||
2025-08-04 | 13F | 俄亥俄州 | 29,300 | 14.01 | 679 | 8.65 | ||||
2025-08-14 | 13F | 加州教师退休制度 | 34,364 | 0.89 | 796 | -3.87 | ||||
2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 9,949 | 75.56 | 230 | 67.88 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 小型股指数投资组合 1 级 | 4,117 | 2.51 | 93 | -8.91 | ||||
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 | 11,246 | 0.48 | 253 | -10.60 | ||||
2025-08-12 | 13F | MAI资本管理 | 222 | 5 | ||||||
2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 7,146 | 7.10 | 161 | -5.33 | ||||
2025-07-24 | 13F | 美国合众银行\de\ | 1,344 | 1.20 | 31 | -3.12 | ||||
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 | 7,000 | 17.04 | 158 | 3.97 | ||||
2025-08-29 | NP | DES - WisdomTree 美国小型股股息基金 不适用 | 69,725 | 45.74 | 1,615 | 38.78 | ||||
2025-08-14 | 13F | PMC FIG 机会有限责任公司 | 237,259 | 68.60 | 5,495 | 60.60 | ||||
2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 477 | 1.49 | 11 | 10.00 | ||||
2025-07-23 | 13F | Klp资本管理公司 | 9,800 | 50.77 | 227 | 43.04 | ||||
2025-07-29 | NP | SMXAX - SIIT 扩展市场指数基金 - A 类 | 7,483 | 87.87 | 172 | 69.31 | ||||
2025-08-06 | 13F | 安佳资本顾问有限公司 | 86,422 | 2,002 | ||||||
2025-08-27 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 4,079 | 94 | ||||||
2025-08-28 | NP | DTSVX - 小型公司价值投资组合投资类别 | 1,556 | 26.50 | 36 | 24.14 | ||||
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 | 368,909 | 4.05 | 8,312 | -7.49 | ||||
2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 7,151 | 36.44 | 166 | 29.92 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/DFA 美国小型股基金 (A) | 9,419 | 7.31 | 218 | 2.35 | ||||
2025-08-27 | NP | RYDEX 可变信托 - Russell 2000(R) 1.5x 策略基金可变年金 | 13 | 30.00 | 0 |