J2A 机构投资人持股, 买家

机构和基金投资人持股 - 买家

在威尔丹集团有限公司中开设新头寸的主要持有者包括瓦萨奇顾问公司, 波托兰资本管理有限公司, WMICX - Wasatch 微型资本基金投资者类别股票, 德克萨斯州金斯顿资本合伙有限公司, CALF - Pacer 美国小型现金牛 100 ETF, WAMVX - Wasatch Micro Cap Value Fund 投资者类别股票, RTSSX - 税收管理的美国中小型基金 S 级, 汇丰基金 - 汇丰机会投资组合主投资组合, NOSGX - 北方小盘价值基金, 布雷文·霍华德资本管理有限责任公司, CI 私人财富有限责任公司, Counterpoint 共同基金有限责任公司, FZROX - 富达零总市场指数基金, 启发顾问有限责任公司, VANGUARD 可变保险基金 - 小型公司成长投资组合, 私人顾问集团有限责任公司, 财富信托公理有限责任公司, 韦尔奇集团有限责任公司, 沃亚投资管理有限公司, 和 XTX Topco有限公司 .

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	股份	Δ 股份 (%)	报告价值 ($1000)	Δ 价值 (%)
2025-08-11	13F	私人顾问集团有限责任公司		4,754		297
2025-06-26	NP	DFAS - 维度美国小型股 ETF		34,614	3.01	1,357	14.24
2025-08-20	NP	WAMVX - Wasatch Micro Cap Value Fund 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		76,029		4,753
2025-06-26	NP	Dfa Investment Dimensions Group Inc - Va US 目标价值投资组合 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		2,762	13.90	108	27.06
2025-08-18	NP	太平洋精选基金 - PD 小盘成长指数投资组合 P 类		321		20
2025-08-13	13F	肯尼迪资本管理公司		57,081	7.78	3,568	65.49
2025-07-14	13F	Counterpoint 共同基金有限责任公司		6,706		419
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		210,645	1.46	13,167	55.75
2025-08-11	13F	美国信安证券公司		239		15
2025-08-13	13F	财富信托公理有限责任公司		4,695		293
2025-06-18	NP	NWHDX - 全国贝拉德认知价值基金 A 类		8,000	19.40	314	-0.95
2025-08-18	13F	吉诺斯财富管理公司		15		1
2025-08-13	13F	EverSource 财富顾问有限责任公司		288	1,594.12	18
2025-08-26	NP	简化交易所交易基金 - 简化派珀桑德勒小型股 ETF		312		20
2025-08-08	13F	Geode资本管理有限公司		336,752	10.34	21,054	69.38
2025-08-19	13F	新桥金融服务集团有限公司		8	33.33	0
2025-08-14	13F	道富银行		276,965	10.89	17,313	70.24
2025-08-14	13F	Qube研究与技术有限公司		153,703	0.49	9,608	54.25
2025-08-27	NP	TIFF 投资计划 - TIFF 多元资产基金	Short	-16,796		-1,050
2025-08-14	13F	Ieq资本有限公司		3,386		212
2025-08-27	NP	BBGSX - Bridge Builder 中小型股成长基金		1,958		122
2025-08-26	NP	Profunds - Profund 超小型股副总裁		49	6.52	3	200.00
2025-08-14	13F	两个 Sigma 顾问，有限合伙人		23,100	19.07	1,444	82.89
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		32,060	4.75	1,257	16.19
2025-08-11	13F	先锋集团公司		845,913	9.26	52,878	67.73
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		18,742	8.91	1,013	80.25
2025-08-13	13F	奥默斯管理公司		14,400	27.43	900	95.65
2025-08-25	NP	Calvert Variable Products, Inc. - Calvert VP Russell 2000 小型股指数投资组合 - I 类		1,419	15.55	89	76.00
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		64,140	9.06	3,467	80.24
2025-06-18	NP	RTSSX - 税收管理的美国中小型基金 S 级		32,255		1,264
2025-06-26	NP	DFSV - 维度美国小盘价值 ETF		3,343	22.68	131	36.46
2025-07-30	NP	FSAKX - 战略顾问美国全股票基金		112,922	830.01	6,103	1,437.28
2025-08-29	NP	JAFVX - 战略股权配置信托系列资产净值		2,072	11.82	130	72.00
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		428,816	1.48	26,805	55.79
2025-08-14	13F	千禧管理有限公司		216,271	737.55	13,519	1,186.30
2025-08-27	NP	Brighthouse Funds Trust II - MetLife Russell 2000 指数投资组合 A 类		5,018	9.80	314	68.28
2025-07-24	13F	美国合众银行\de\		77	862.50	5
2025-08-27	NP	RYDEX 可变信托 - Russell 2000(R) 1.5x 策略基金可变年金		4	33.33	0
2025-08-13	13F	Centiva 资本有限合伙人		7,647	17.14	478	80.38
2025-08-15	13F	CI 私人财富有限责任公司		7,232		452
2025-08-12	13F	贝莱德公司		1,170,723	2.85	73,182	57.88
2025-08-14	13F	沃亚投资管理有限公司		3,933		246
2025-08-26	NP	EQ ADVISORS TRUST - ATM 小盘波动率管理投资组合 K 级		4,434	2.43	277	57.39
2025-08-26	NP	EQ ADVISORS TRUST - EQ/2000 管理波动性投资组合 IB 级		16,169	10.61	1,011	69.75
2025-08-12	13F	普利股权公司	Put	0		0
2025-08-14	13F	布雷文·霍华德资本管理有限责任公司		9,537		596
2025-06-30	NP	SAWS - AAM SAWGRASS 美国小型股优质增长 ETF		115		5
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
2025-08-26	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		841		53
2025-08-14	13F	未来资产全球ETFS控股有限公司		7,615	1.13	476	55.56
2025-05-29	NP	SFLO - VictoryShares 小盘股自由现金流 ETF		5,427	141.20	221	139.13
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		129,525	2.76	5,077	13.99
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		27,087	8.21	1,464	78.97
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		71,887	0.24	3,885	65.67
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		2,205	3.76	86	14.67
2025-08-14	13F	普莱斯 T Rowe Associates Inc /md/		11,737	7.86	1
2025-08-14	13F/A	巴克莱银行		32,665	72.54	2
2025-08-28	NP	SEIS – SEI 精选小型股 ETF		12,975	91.06	811	193.84
2025-06-23	NP	PJARX - 小盘价值基金 II R-3		1,005	19.64	39	34.48
2025-08-15	13F	塔尔研究资本有限责任公司（TRC）		1,763	238.39	110	423.81
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		35,185	16.76	1,379	29.48
2025-08-14	13F	法国巴黎银行套利公司		47,479	281.82	2,968	486.36
2025-07-18	13F	美国金融组合公司		1,032		65
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		16,542	3.19	1,034	58.59
2025-07-11	13F	德克萨斯州金斯顿资本合伙有限公司		108,900		4
2025-08-15	13F	摩根士丹利		193,568	121.22	12,100	239.57
2025-08-14	13F	塞伊投资公司		35,668	24.20	2,230	90.68
2025-07-28	NP	VCSLX - 小盘股指数基金		5,420	11.29	293	83.65
2025-08-21	NP	MXMTX - Great-West 小盘成长基金投资者类别		12,048	20.41	753	85.01
2025-08-28	NP	IWO - iShares Russell 2000 Growth 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		82,832		5,178
2025-08-11	13F	启发顾问有限责任公司		5,465		342
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		31,200	9.68	1,950	68.39
2025-08-13	13F	宽博科技有限公司		23,692		1,481
2025-07-28	NP	MSSM - 摩根士丹利 Pathway 中小型股 ETF		657	37.16	36	133.33
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		10,562	33.90	571	121.79
2025-08-29	NP	JAEWX - 小盘股指数信托资产净值		2,677	11.03	167	70.41
2025-08-12	13F	EAM 投资者有限责任公司		61,614		3,851
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		2,433	16.13	95	28.38
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		462	9.22	29	64.71
2025-08-14	13F	萨斯奎哈纳国际集团有限责任公司		27,651	56.57	1,728	140.33
2025-08-26	NP	EQ ADVISORS TRUST - EQ/小型公司指数投资组合 IB 类		7,020	216.22	439	386.67
2025-08-18	NP	太平洋精选基金 - 小盘股指数投资组合 I 类		3,842	9.77	240	69.01
2025-08-12	13F	摩根大通公司		87,234	10.94	5,453	70.32
2025-08-08	13F	美国信安金融集团		9,354	9.71	585	68.30
2025-08-13	13F	北方信托公司		146,680	16.69	9,169	79.13
2025-08-27	NP	VANGUARD 可变保险基金 - 小型公司成长投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		5,138		321
2025-06-24	NP	ESCKX - 1290 Essex 小盘成长基金 R 级		30,206	1.08	1,184	12.12
2025-08-26	NP	EQ ADVISORS TRUST - EQ/摩根士丹利小型股成长投资组合 IB 级		1,534		96
2025-08-14	13F	两西格码投资有限合伙人		98,468	67.68	6,155	157.42
2025-07-25	NP	ISGDX - 哥伦比亚综合小盘成长基金 A 类		1,236		67
2025-08-14	13F	第一集团贸易有限公司	Put	100		6
2025-08-14	13F	第一集团贸易有限公司	Call	300	200.00	19	350.00
2025-08-14	13F	威默联合公司 1 有限公司		3,250		203
2025-07-28	NP	DWAS - Invesco DWA SmallCap 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		57,609		3,114
2025-08-22	NP	DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 小盘股指数 VIP A 级		2,128	6.77	133	64.20
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		345,100	0.97	21,572	55.00
2025-07-25	13F	奥泉环球投资控股有限公司		211,053	33.24	14,055	117.33
2025-08-12	13F	Nuveen有限责任公司		279,644	10.42	17,481	69.51
2025-08-14	13F	瑞银资产管理美洲公司		10,979		686
2025-08-14	13F	Citadel 顾问有限公司		108,371	221.12	6,774	393.01
2025-08-25	NP	GRID - First Trust 纳斯达克 Clean Edge 智能电网基础设施指数基金 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		61,604	9.03	3,851	67.39
2025-08-12	13F	嘉信理财投资管理公司		40,913	9.82	2,557	68.56
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		584	3.73	23	15.79
2025-08-14	13F	弗默尔有限公司		12,860	0.25	804	53.83
2025-08-14	13F	美国银行 /de/		54,421	81.29	3,402	178.31
2025-07-25	13F	CWM有限公司		2,042	82.65	0
2025-07-14	13F	伽玛投资有限责任公司		128	141.51	8	300.00
2025-08-07	13F	Campbell & CO 投资顾问有限责任公司		23,991		1,500
2025-08-13	13F	波托兰资本管理有限公司		168,546		10,536
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		21,020	171.37	824	201.47
2025-08-15	NP	PSC - 主要美国小盘多因素指数 ETF		8,377	9.13	524	67.63
2025-06-27	NP	RSSL - Global X Russell 2000 ETF		7,753	7.29	304	18.82
2025-08-14	13F	Point72 亚洲（新加坡）私人有限公司有限公司		134		8
2025-08-26	NP	EQ ADVISORS TRUST - 1290 VT 微型资本投资组合 IB 级		28,692	5.98	1,794	62.70
2025-08-12	13F	恒线顾问公司		20,920	7.80	1,308	65.44
2025-07-30	NP	ACES - ALPS清洁能源ETF		22,740	25.77	1,229	107.95
2025-07-11	13F	多元化信托公司		3,799		237
2025-08-08	13F	哈特兰有限公司		2		0
2025-06-27	NP	SUNAMERICA SERIES TRUST - SA 小型股指数投资组合 1 级		1,447	2.41	57	14.29
2025-06-26	NP	DCOR - 维度美国核心股票 1 ETF		1,001	9.16	39	21.88
2025-07-28	NP	HDG - ProShares 对冲复制 ETF		17	13.33	1
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		3,986		156
2025-06-26	NP	DFAT - 维度美国目标价值 ETF		67,881	21.15	2,661	34.34
2025-07-28	NP	AVSBX - Avantis 美国小型股股票基金 G 类		1,632	19.47	88	100.00
2025-08-07	13F	奥尔沃斯金融有限公司		10	900.00	1
2025-08-01	13F	Y-Intercept (香港) 有限公司		11,402		713
2025-08-28	NP	DTSGX - 小型公司成长投资组合投资类别		1,849	4.40	116	59.72
2025-08-12	13F	美国世纪公司		30,740	7.80	1,922	65.46
2025-08-13	13F	箭街资本有限合伙企业		180,015	9.16	11,253	67.57
2025-08-14	13F	工程师门经理 LP		6,925	3.31	433	58.82
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		1,303	23.62	81	92.86
2025-08-11	13F	阿尔卑斯顾问公司		23,263	9.42	1,454	68.09
2025-06-24	NP	创新者 ETF 信托 - 创新者美国小型股管理式 ETF		161	59.41	6	100.00
2025-08-26	NP	QUANTITATIVE MASTER SERIES LLC - Master 小盘股指数系列		24,080	10.86	1,505	70.25
2025-08-14	13F	都铎投资公司等		87,012	32.02	5,439	102.72
2025-08-14	13F	雷蒙德詹姆斯金融公司		1,280		80
2025-08-26	NP	GAFCX - Virtus AlphaSimplex 全球另类基金 C 类		1,994	194.97	125	359.26
2025-08-13	13F	罗素投资集团有限公司		53,525	27.37	3,345	95.50
2025-08-20	NP	WMICX - Wasatch 微型资本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		156,374		9,775
2025-08-20	NP	全国可变保险信托 - NVIT 小盘指数基金 II 类		2,624	12.81	164	74.47
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		712		45
2025-06-03	NP	PRCGX - Perritt MicroCap 机会基金投资者类别		11,000	10.00	431	22.10
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		352	52.38	22	144.44
2025-07-17	13F	珍尼·蒙哥马利·斯科特有限责任公司		15,665	9.50	1
2025-08-11	13F	科维斯特有限公司		886	191.45	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		6,406		400
2025-08-29	NP	JAFEX - 总股票市场指数信托资产净值		255	11.84	16	66.67
2025-08-13	13F	汇丰控股有限公司		13,688	4.59	858	60.79
2025-08-14	13F	瓦萨奇顾问公司		322,957		20,188
2025-08-04	13F	顾问股份投资有限责任公司		475		30
2025-08-01	13F	Envestnet资产管理公司		28,419	18.40	1,776	81.78
2025-08-14	13F	Occudo 定量策略 Lp		8,772	70.43	548	160.95
2025-06-26	NP	DFAU - 维度美国核心股票市场 ETF		2,460	8.13	96	20.00
2025-08-13	13F	佛罗里达州退休系统国家管理局		3,503		219
2025-08-07	13F	康纳克拉克伦投资管理有限公司		67,334	45.14	4,209	122.82
2025-08-11	13F	花旗集团		20,602	0.06	1,288	53.58
2025-06-30	NP	CALF - Pacer 美国小型现金牛 100 ETF		99,126		3,886
2025-08-22	NP	FESM - 富达增强型小型股 ETF		8,938	4.93	559	61.27
2025-07-25	13F	韦尔奇集团有限责任公司		4,000		250
2025-08-13	13F	双峰财富顾问有限责任公司		2		0
2025-08-14	13F	Mml 投资者服务有限公司		7,827	44.89	0
2025-08-06	13F	基石投资伙伴有限责任公司		4,971	0.04	311	53.47
2025-08-13	13F	联合爱马仕有限公司		156		10
2025-08-12	13F	XTX Topco有限公司		3,844		240
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		10,700	15.05	669	76.72
2025-07-31	13F	尼萨投资顾问有限公司		192	308.51	12	1,100.00
2025-08-14	13F	简街集团有限责任公司	Call	3,600		225
2025-08-14	13F	简街集团有限责任公司		41,742	64.98	2,609	153.30
2025-06-26	NP	DFUS - 维度美国股票 ETF		3,091	4.39	121	16.35
2025-08-08	13F	英泰投资管理有限公司		11,370	51.20	711	132.03
2025-07-24	13F	IFP 顾问公司		38		3
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		1,711	14.91	107	76.67
2025-08-26	NP	FDM - First Trust 道琼斯精选微型股指数基金 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		43,524	6.80	2,721	63.95
2025-08-27	NP	RYRUX - Russell 2000 2x 策略基金 A 级股票		71	9.23	4	100.00
2025-08-27	NP	TLEQX - 小盘股票基金		860		54
2025-08-12	13F	全球退休合作伙伴有限责任公司		593		37
2025-08-14	13F	Divisadero Street 资本管理有限合伙人		278,955	62.26	17,437	149.10
2025-08-26	NP	IRSIX - Voya Russell™ 小盘股指数投资组合 ADV 级		2,924	10.63	183	70.09
2025-07-25	13F	并发投资顾问有限公司		7,091	4.53	443	60.51
2025-08-28	NP	Humankind Benefit Corp - Humankind 美国股票 ETF		121		8
2025-08-26	NP	Profunds - Profunds 小型股副总裁		32	10.34	2	100.00
2025-08-12	13F	美洲投资伙伴公司		1,419	15.55	89	76.00
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		24,749	3.11	1,338	70.54
2025-08-13	13F	麦肯齐金融公司		9,668	12.37	604	72.57
2025-08-26	NP	NSIDX - 北方小盘股指数基金		6,424	8.96	402	67.08
2025-08-13	13F	大都会人寿投资管理有限公司		8,224	7.22	514	64.74
2025-08-14	13F	Point72（迪拜国际金融中心）有限公司		710		44
2025-08-14	13F	HRT金融有限责任公司		32,729	229.96	2
2025-08-18	13F/A	加拿大国家银行/fi/		2		0
2025-08-12	13F	Legal & General 集团有限公司		15,458	495.23	966	820.00
2025-08-27	NP	RYRRX - 罗素 2000 基金 A 类		33	10.00	2	100.00
2025-08-13	13F	第一信托顾问有限公司		156,328	5.08	9,772	61.33
2025-04-28	NP	BFOR - 巴伦 400 ETF		9,310	1.20	304	-24.38
2025-08-08	13F	SBI 证券股份有限公司		13	62.50	1
2025-08-14	13F	采石场LP		218		14
2025-06-30	NP	PRFZ - Invesco FTSE RAFI US 1500 中小型 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		17,864	7.18	700	18.85
2025-03-21	NP	汇丰基金 - 汇丰机会投资组合主投资组合		15,970		564
2025-07-29	NP	WPGHX - WPG Partners 精选对冲基金机构		0	-100.00	0	-100.00
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		281		18
2025-08-13	13F	帕纳戈拉资产管理公司		57,408	10.04	3,589	68.93
2025-08-11	13F	赖斯霍尔詹姆斯联合有限公司		119,398	5.44	7,464	61.89
2025-08-19	NP	GARTX - 高盛绝对回报跟踪基金 A 类		3,587	24.33	224	91.45
2025-08-26	NP	NOSGX - 北方小盘价值基金		15,023		939
2025-08-29	NP	EES - WisdomTree 美国小型股基金不适用		6,447	2.09	403	56.81
2025-08-14	13F	拉扎德资产管理公司		96,210	6.58	6	100.00
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		808	3.86	32	14.81
2025-08-27	NP	RYMKX - 罗素 2000 1.5 倍策略基金 H 级		20	11.11	1
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		1,714	17.24	67	31.37
2025-08-04	13F	俄亥俄州		8,800	7.32	550	65.17
2025-07-29	NP	VFMFX - Vanguard 美国多因素基金 Admiral Shares 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		3,052		165
2025-08-26	NP	VVICX - Voya VACS 指数系列 SC 投资组合		1,009	10.03	63	70.27
2025-08-28	NP	SPWIX - Simt 小盘成长基金 I 类		15,769	152.55	986	287.80
2025-08-14	13F	制造商人寿保险公司		5,016		314
2025-08-13	13F	跳跃金融有限责任公司		29,500	74.93	1,844	168.80
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		100,406	61.62	3,936	79.27
2025-06-26	NP	KCXIX - Knights of Columbus 美国全盘指数基金 I 股		55	7.84	2	100.00
2025-06-26	NP	ETTOX - E*TRADE 免费总市场指数基金		9		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		6,007		235
2025-08-05	13F	纽约梅隆银行		63,881	54.27	3,993	136.83
2025-08-08	13F	新泽西州警察和消防员退休系统		3,255	16.92	203	79.65

DE:J2A / Willdan Group, Inc. - 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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