机构和基金投资人持股 - 买家
在帕洛玛控股公司中开设新头寸的主要持有者包括 AIM 顾问系列信托 (INVESCO COUNSELOR SERIES TRUST) - 景顺奥本海默发现基金 R5 级, 澳大利亚超级有限公司, GROYX - 胜利先锋精选中型股成长基金 Y 类, OTCFX - T. Rowe Price 小盘股基金公司, GTSAX - INVESCO 小盘成长基金 A 类, Jnl 系列信托 - Jnl/invesco 小盘成长基金 (a), NBMIX - Neuberger Berman 小盘成长基金投资者类别, TRSSX - T. Rowe Price 机构小型股票基金, 奥斯特维斯资本管理公司, Brighthouse Funds Trust I - Invesco 小型股成长投资组合 A 类, OSTGX - Osterweis 新兴机会基金投资者类别, 荷宝机构资产管理有限公司, Counterpoint 共同基金有限责任公司, 南达科他州投资委员会, MMGEX - MassMutual Select 小盘成长股票基金 A 类, 资本基金管理公司, 全国可变保险信托 - NVIT 多经理小盘成长基金 I 类, FELG - 富达增强型大盘成长 ETF, CPAI - Counterpoint 量化股票 ETF, 和 简街集团有限责任公司 .
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。
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 4,136 | 638 | ||||||
| 2025-07-25 | 13F | 优素福资本管理有限公司 | 10,061 | 2.08 | 1,552 | 14.80 | ||||
| 2025-08-12 | 13F | 顾问资产管理公司 | 11,630 | 41.33 | 1,794 | 58.95 | ||||
| 2025-06-26 | NP | FZIPX - 富达零扩展市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,935 | 2.56 | 1,151 | 37.89 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 718 | 30.55 | 111 | 46.67 | ||||
| 2025-08-13 | 13F | 挪威银行 | 22,276 | 3,436 | ||||||
| 2025-08-07 | 13F | 深刻顾问有限公司 | 1,325 | 204 | ||||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 23 | 27.78 | 4 | 50.00 | ||||
| 2025-08-14 | 13F | 采石场LP | 402 | 62 | ||||||
| 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 | 19,325 | 93.00 | 2,803 | 159.44 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | 42,772 | 306.85 | 6,598 | 357.81 | ||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 1,779 | 151.98 | 0 | |||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 64 | 137.04 | 10 | 200.00 | ||||
| 2025-08-12 | 13F | 塞拉峰会顾问有限公司 | 4,244 | 655 | ||||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 26,901 | 1.86 | 4 | 33.33 | ||||
| 2025-04-24 | NP | OASC-OneAscent 小型股核心 ETF | 616 | 12.00 | 79 | 33.90 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 22 | 22.22 | 3 | 200.00 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | 5,918 | 45.44 | 913 | 63.73 | ||||
| 2025-06-27 | NP | CTSIX - Calamos Timpani 小盘成长基金 I 类 | 36,885 | 60.27 | 5,349 | 115.51 | ||||
| 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 | 38,243 | 9.82 | 6,558 | 46.36 | ||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 6,900 | 5.99 | 1,064 | 19.28 | ||||
| 2025-06-26 | NP | FLXSX - 富达 Flex 小盘股指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,985 | 18.61 | 723 | 59.38 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 48 | 220.00 | 7 | 250.00 | ||||
| 2025-08-13 | 13F | 定制索引系统有限公司 | 8,151 | 5.16 | 1,257 | 18.36 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 114 | 14 | ||||||
| 2025-07-25 | 13F | 海明顿财富管理 | 42 | 44.83 | 0 | |||||
| 2025-08-29 | NP | STXK-Strive 小型股 ETF | 797 | 9.18 | 123 | 22.00 | ||||
| 2025-06-24 | NP | BBSC - 摩根大通 BetaBuilders 美国小盘股 ETF | 9,173 | 11.53 | 1,330 | 49.94 | ||||
| 2025-08-05 | 13F | 南达科他州投资委员会 | 14,219 | 2 | ||||||
| 2025-08-28 | NP | CPAI - Counterpoint 量化股票 ETF | 12,292 | 1,896 | ||||||
| 2025-07-18 | 13F | 美国金融组合公司 | 659 | 65.58 | 102 | 87.04 | ||||
| 2025-03-21 | NP | 汇丰基金 - 汇丰机会投资组合主投资组合 | 6,610 | 49.89 | 713 | 80.51 | ||||
| 2025-08-01 | 13F | 融合投资伙伴有限责任公司 | 2,341 | 361 | ||||||
| 2025-08-14 | 13F | Xponance公司 | 2,052 | 4.16 | 317 | 17.04 | ||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 81,961 | 303.29 | 12,642 | 353.93 | ||||
| 2025-08-26 | NP | Profunds - Profund 小盘成长股副总裁 | 614 | 3.19 | 95 | 16.05 | ||||
| 2025-08-26 | NP | TRSSX - T. Rowe Price 机构小型股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 42,713 | 6,588 | ||||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 6,979 | 22.05 | 1,012 | 64.29 | ||||
| 2025-06-30 | NP | SAWS - AAM SAWGRASS 美国小型股优质增长 ETF | 118 | 151.06 | 17 | 240.00 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 121 | 19 | ||||||
| 2025-08-07 | 13F | 未来基金有限责任公司 | 5,317 | 820 | ||||||
| 2025-07-29 | NP | VRTIX - Vanguard Russell 2000 指数基金机构股票 | 130,432 | 10.67 | 22,365 | 47.50 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/invesco 小盘成长基金 (a) | 69,737 | 10,757 | ||||||
| 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 | 17,833 | 9.89 | 2,751 | 23.65 | ||||
| 2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 5,587 | 3.56 | 958 | 38.04 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 1,856 | 4.15 | 286 | 17.21 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 3,700 | 27.59 | 571 | 43.58 | |||
| 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 | 321,191 | 1.65 | 55,075 | 35.47 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 12,100 | 47.56 | 1,866 | 66.01 | |||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 1,800 | 1,700.00 | 0 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | 280 | 65.68 | 0 | |||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 5,605 | 246.42 | 865 | 290.95 | ||||
| 2025-08-14 | 13F | 桥前资本有限责任公司 | 1,649 | 254 | ||||||
| 2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 15,726 | 4.10 | 2,426 | 17.15 | ||||
| 2025-08-13 | 13F | 贷款融资 AB (publ) | 2,659 | 410 | ||||||
| 2025-08-27 | NP | GTSAX - INVESCO 小盘成长基金 A 类 | 76,305 | 11,770 | ||||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 10 | 2 | ||||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 15,362 | 588.26 | 2,370 | 676.72 | ||||
| 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 | 15,081 | 30.10 | 2,326 | 46.38 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 1,977 | 0 | ||||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 55 | 10.00 | 8 | 33.33 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - Invesco 小型股成长投资组合 A 类 | 36,251 | 5,592 | ||||||
| 2025-05-15 | 13F | 格伦梅德信托公司 | 9,078 | 14.39 | 1,244 | 48.63 | ||||
| 2025-07-28 | 13F | 纽约州教师退休制度 | 22,667 | 1.00 | 3 | 0.00 | ||||
| 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 | 3,352 | 4.82 | 517 | 18.04 | ||||
| 2025-08-14 | 13F | 沃洛里奇投资管理有限公司 | 55,159 | 123.04 | 8,508 | 150.97 | ||||
| 2025-07-14 | 13F | 矩阵信托公司 | 75 | 0 | ||||||
| 2025-08-14 | 13F | 里格斯资产管理有限公司 | 31 | 5 | ||||||
| 2025-08-18 | NP | 太平洋精选基金 - 小盘股指数投资组合 I 类 | 7,050 | 4.17 | 1,087 | 17.26 | ||||
| 2025-08-14 | 13F | 曼氏集团 | 42,879 | 6,614 | ||||||
| 2025-08-12 | 13F | AlphaCore资本有限责任公司 | 1,681 | 259 | ||||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 3,557 | 438 | ||||||
| 2025-08-14 | 13F | 水手有限责任公司 | 3,852 | 16.62 | 594 | 31.42 | ||||
| 2025-05-28 | NP | BBTSX - Bridge Builder 税务管理中小型股基金 | 3,392 | 465 | ||||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 金融部门基金 (I) | 5,070 | 782 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/摩根士丹利小型股成长投资组合 IB 级 | 4,283 | 7.59 | 661 | 21.10 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 7,071 | 1,091 | ||||||
| 2025-04-28 | NP | VUSE - Vident 核心美国股票基金 | 31,824 | 6.96 | 4,094 | 27.06 | ||||
| 2025-07-25 | NP | WSML - iShares MSCI 全球小型股 ETF | 1,548 | 265 | ||||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 9,826 | 55.33 | 1,516 | 74.74 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 22,252 | 379.57 | 3,432 | 439.62 | ||||
| 2025-07-28 | NP | VCSLX - 小盘股指数基金 | 11,133 | 13.32 | 1,909 | 51.07 | ||||
| 2025-07-16 | 13F | 阿拉斯加州税务部 | 15,911 | 8.24 | 2 | 0.00 | ||||
| 2025-08-07 | 13F | 纳维利尔联合公司 | 4,706 | 0.97 | 726 | 0.00 | ||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 33,497 | 280.65 | 5,167 | 328.36 | ||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 14,302 | 14.86 | 2,206 | 29.31 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - MetLife Russell 2000 指数投资组合 A 类 | 9,493 | 3.86 | 1,464 | 16.93 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 小型股成长投资组合 IB 类 | 9,480 | 6.76 | 1,462 | 20.13 | ||||
| 2025-06-27 | NP | HAPS - 港湾企业文化小型股 ETF | 8,068 | 25.42 | 1,170 | 68.83 | ||||
| 2025-06-27 | NP | RSSL - Global X Russell 2000 ETF | 15,786 | 7.74 | 2,289 | 44.87 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 2,461 | 3.80 | 363 | 11.69 | ||||
| 2025-07-28 | 13F | Axxcess 财富管理有限公司 | 8,430 | 1,300 | ||||||
| 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 | ||||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 5,400 | 833 | ||||||
| 2025-08-19 | 13F | 新桥金融服务集团有限公司 | 58 | 9 | ||||||
| 2025-08-27 | NP | RYMKX - 罗素 2000 1.5 倍策略基金 H 级 | 37 | 5.71 | 6 | 25.00 | ||||
| 2025-07-29 | NP | TRSGX - T. Rowe 价格谱适度增长配置基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,349 | 403 | ||||||
| 2025-07-28 | NP | AGCVX - 全球小型基金投资者类别 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 | 3,967 | 82.39 | 680 | 178.69 | ||||
| 2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert VP Russell 2000 小型股指数投资组合 - I 类 | 2,693 | 0.07 | 415 | 12.77 | ||||
| 2025-08-26 | NP | DVSMX - Driehaus 小盘成长基金投资者股票类别 | 75,428 | 1.33 | 11,635 | 14.01 | ||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 3 | 0 | ||||||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 6,888 | 241.50 | 1 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - ATM 小盘波动率管理投资组合 K 级 | 8,621 | 0.37 | 1,330 | 12.91 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/2000 管理波动性投资组合 IB 级 | 30,861 | 2.36 | 4,760 | 15.20 | ||||
| 2025-08-14 | 13F | 嘉实投资服务有限公司 | 13,950 | 746.99 | 2,152 | 856.00 | ||||
| 2025-08-26 | NP | QAAGRX - T. Rowe 价格适度配置投资组合 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 104 | 16 | ||||||
| 2025-08-13 | 13F | 杰克逊溪投资顾问有限责任公司 | 12,705 | 15.37 | 2 | 0.00 | ||||
| 2025-06-18 | NP | 全国共同基金 - 全国基本全盘股票投资组合 R6 级 | 565 | 18.45 | 82 | 58.82 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | 9,024 | 1,392 | ||||||
| 2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 497,080 | 290.22 | 76,675 | 339.12 | ||||
| 2025-08-15 | 13F | 田纳西州财政部 | 14,984 | 11.14 | 2,311 | 25.05 | ||||
| 2025-07-29 | NP | TRPBX - T. Rowe 价格谱适度配置基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,007 | 173 | ||||||
| 2025-08-14 | 13F | 基贝克财富管理有限责任公司 | 4,183 | 64.10 | 645 | 84.81 | ||||
| 2025-07-14 | 13F | 加州遗产资本集团有限公司 | 8,590 | 1,325 | ||||||
| 2025-08-11 | 13F | 先锋集团公司 | 2,553,725 | 0.40 | 393,912 | 12.98 | ||||
| 2025-08-15 | 13F | 摩根士丹利 | 323,478 | 31.97 | 49,897 | 48.50 | ||||
| 2025-08-22 | NP | DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 小盘股指数 VIP A 级 | 4,043 | 3.16 | 624 | 16.01 | ||||
| 2025-06-27 | NP | CTOGX - Calamos Timpani SMID 成长基金 R6 级 | 2,961 | 217.36 | 429 | 329.00 | ||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 7,786 | 46.22 | 1,201 | 64.61 | ||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 9,837 | 39.47 | 1,517 | 57.04 | ||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 55,175 | 9.89 | 8,511 | 23.66 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 10,119 | 24.90 | 1,561 | 40.54 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 9 | 1 | ||||||
| 2025-08-05 | 13F | 蒙特利尔银行/can/ | 5,766 | 1.73 | 889 | 14.56 | ||||
| 2025-06-26 | NP | CRSSX - 天主教责任投资小盘基金机构股 | 11,354 | 1.77 | 1,647 | 36.82 | ||||
| 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 | 7,205 | 0.50 | 1,045 | 35.06 | ||||
| 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 | 596 | 9.56 | 92 | 22.97 | ||||
| 2025-08-14 | 13F | 斯诺登资本顾问有限责任公司 | 2,045 | 35.25 | 315 | 52.17 | ||||
| 2025-08-12 | 13F | Virtu 金融有限责任公司 | 4,450 | 1 | ||||||
| 2025-07-23 | 13F | 高注财富有限责任公司 | 23 | 4 | ||||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 30 | 66.67 | 5 | 100.00 | ||||
| 2025-07-11 | 13F/A | Livforsakringsbolaget Skandia, Omsesidigt | 10,200 | 21.43 | 1,571 | 36.49 | ||||
| 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 | 3,975 | 2.85 | 613 | 15.88 | ||||
| 2025-08-05 | 13F | 日内瓦资本管理有限公司 | 260,910 | 5.98 | 40,245 | 19.26 | ||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 10,788 | 54.49 | 1,664 | 73.88 | ||||
| 2025-08-26 | NP | Profunds - Profunds 小型股副总裁 | 60 | 1.69 | 9 | 12.50 | ||||
| 2025-06-30 | NP | XSMO - Invesco S&P 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 | 106,522 | 28.16 | 15,448 | 72.30 | ||||
| 2025-06-18 | NP | REBYX - 美国小盘Y类股票基金 | 3,629 | 115.63 | 526 | 190.61 | ||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 313 | 56.50 | 48 | 77.78 | ||||
| 2025-07-29 | NP | LONAX - Longboard 另类增长基金 A 类 | 1,037 | 178 | ||||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 6,827 | 1,053 | ||||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 87 | 22.54 | 13 | 44.44 | ||||
| 2025-06-30 | NP | YOVAX - YORKTOWN 小型股基金 A 类 | 2,000 | 290 | ||||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 4,275 | 7.52 | 620 | 44.63 | ||||
| 2025-08-14 | 13F | 水产资本管理有限责任公司 | 37,928 | 245.49 | 5,850 | 288.96 | ||||
| 2025-08-21 | NP | MXMTX - Great-West 小盘成长基金投资者类别 | 11,305 | 1.87 | 1,744 | 14.60 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 27,341 | 40.86 | 3,965 | 89.39 | ||||
| 2025-08-11 | 13F | 科维斯特有限公司 | 1,349 | 11.12 | 0 | |||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 61 | 9 | ||||||
| 2025-08-27 | NP | VEXMX - 先锋扩展市场指数基金投资者股票 | 413,598 | 1.76 | 63,797 | 14.51 | ||||
| 2025-08-26 | NP | IRSIX - Voya Russell™ 小盘股指数投资组合 ADV 级 | 5,351 | 1.83 | 825 | 14.58 | ||||
| 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 | 1,400 | 6.87 | 216 | 20.11 | ||||
| 2025-08-12 | 13F | 动态技术实验室私人有限公司 | 6,305 | 175.33 | 973 | 209.87 | ||||
| 2025-08-01 | 13F | 澳大利亚超级有限公司 | 241,510 | 37,253 | ||||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 5 | 25.00 | 1 | |||||
| 2025-07-29 | NP | PRSIX - T. Rowe 价格谱保守配置基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 658 | 113 | ||||||
| 2025-06-26 | NP | ISCG - iShares Morningstar 小盘成长 ETF | 7,279 | 5.37 | 1,056 | 41.61 | ||||
| 2025-08-12 | 13F | MAI资本管理 | 51 | 8 | ||||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 1,479 | 3.14 | 228 | 16.33 | ||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 4 | 33.33 | 1 | |||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 34,368 | 23.59 | 5,301 | 39.06 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 846,312 | 2.07 | 130,544 | 14.86 | ||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 1,081 | 1.22 | 0 | |||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 334 | 7.40 | 52 | 21.43 | ||||
| 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 | 12,717 | 5.83 | 1,844 | 42.28 | ||||
| 2025-08-22 | NP | FELG - 富达增强型大盘成长 ETF | 12,457 | 1,921 | ||||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 7,717 | 97.21 | 1,191 | 121.60 | ||||
| 2025-06-26 | NP | OWTEX - 老韦斯特伯里全股票基金 | 2,248 | 326 | ||||||
| 2025-08-06 | 13F | 马克·谢普托夫财务规划有限公司 | 15 | 2 | ||||||
| 2025-07-29 | NP | VRTTX - Vanguard Russell 3000 指数基金机构股票 | 2,019 | 6.83 | 346 | 42.39 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 300 | 46 | |||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 多经理小盘成长基金 I 类 | 12,992 | 2,004 | ||||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 6,081 | 938 | ||||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 196,624 | 65.74 | 30,324 | 86.47 | ||||
| 2025-08-29 | NP | JAEWX - 小盘股指数信托资产净值 | 5,030 | 1.33 | 776 | 13.97 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 107,614 | 48.10 | 16,599 | 66.66 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 18,440 | 2,844 | ||||||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 2,693 | 0.07 | 415 | 12.77 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 50 | 8.70 | 8 | 16.67 | ||||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 47,190 | 9.44 | 6,843 | 47.13 | ||||
| 2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 3,892 | 8.53 | 600 | 22.20 | ||||
| 2025-07-28 | NP | VVSGX - 小盘成长基金 | 41,584 | 8.00 | 7,130 | 43.95 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 968 | 7.80 | 148 | 21.31 | ||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 5,312 | 819 | ||||||
| 2025-08-08 | 13F | 美国信安金融集团 | 159,909 | 5.73 | 24,666 | 18.98 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 327 | 738.46 | 50 | 1,150.00 | ||||
| 2025-08-04 | 13F | 联合银行 | 7,584 | 0.68 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | 双山资本有限责任公司 | 36,538 | 5,636 | ||||||
| 2025-08-11 | 13F | 一资本管理有限责任公司 | 5,343 | 824 | ||||||
| 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 | 18,259 | 7.39 | 3,131 | 193.62 | ||||
| 2025-07-25 | 13F | 黑兹利特伯特与沃森公司 | 65 | 0 | ||||||
| 2025-08-13 | 13F | 裸金融服务公司 | 8 | 1 | ||||||
| 2025-08-12 | 13F | 保德信金融公司 | 55,880 | 39.47 | 8,619 | 56.94 | ||||
| 2025-06-25 | NP | BKSE - 纽约梅隆银行美国小盘核心股票 ETF | 1,358 | 44.01 | 197 | 317.02 | ||||
| 2025-05-29 | NP | THBVX - 胜利泰铢美国小机会基金 A | 500 | 69 | ||||||
| 2025-08-26 | NP | FLQS - 富兰克林 LibertyQ 美国小盘股 ETF | 920 | 272.47 | 142 | 907.14 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 9,543 | 256.88 | 1,472 | 302.19 | ||||
| 2025-08-07 | 13F | 雅绅特资本管理有限公司 | 54 | 8 | ||||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 40,138 | 29.05 | 6,191 | 45.23 | ||||
| 2025-08-07 | 13F | Axiom 国际投资有限公司 /de | 42,183 | 77.87 | 6,507 | 100.18 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 32,004 | 2.46 | 4,937 | 15.30 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 0 | 0 | ||||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 22,900 | 16.84 | 3,532 | 31.50 | |||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 55,100 | 327.13 | 8,499 | 380.71 | |||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | 209,756 | 12.30 | 32,355 | 26.37 | ||||
| 2025-08-25 | NP | MMGEX - MassMutual Select 小盘成长股票基金 A 类 | 13,907 | 2,145 | ||||||
| 2025-08-11 | 13F | 阿尔卑斯顾问公司 | 2,712 | 1.23 | 418 | 13.90 | ||||
| 2025-08-11 | 13F | 启发顾问有限责任公司 | 1,829 | 282 | ||||||
| 2025-08-26 | NP | NSIDX - 北方小盘股指数基金 | 12,179 | 2.30 | 1,879 | 15.14 | ||||
| 2025-08-26 | NP | IAK - iShares 美国保险 ETF | 25,141 | 6.32 | 3,878 | 19.62 | ||||
| 2025-08-12 | 13F | Trexquant 投资有限责任公司 | 10,601 | 145.79 | 1,635 | 176.65 | ||||
| 2025-07-29 | NP | SEHAX - SIIT美国股票因子配置基金A类 | 10,483 | 11.72 | 1,798 | 48.88 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 小盘股票投资组合 I 类 | 24,029 | 1.61 | 3,706 | 14.35 | ||||
| 2025-08-12 | 13F | 金融倡导者投资管理 | 2,322 | 358 | ||||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 952 | 713.68 | 147 | 812.50 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 19,370 | 93.72 | 2,933 | 114.09 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 16,505 | 4.11 | 2,394 | 39.94 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 5,868 | 6.57 | 905 | 20.03 | ||||
| 2025-08-14 | 13F | 奥斯特维斯资本管理公司 | 37,140 | 5,729 | ||||||
| 2025-08-28 | NP | USVM - VictoryShares USAA MSCI 美国小盘股价值动量 ETF | 18,240 | 249.36 | 2,814 | 703.71 | ||||
| 2025-06-27 | NP | CVGRX - Calamos 成长基金 A 类 | 10,293 | 161.38 | 1,493 | 251.89 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 3,512 | 18.81 | 542 | 33.50 | ||||
| 2025-08-27 | NP | RYRRX - 罗素 2000 基金 A 类 | 62 | 3.33 | 10 | 12.50 | ||||
| 2025-08-14 | 13F | T. Rowe Price 投资管理公司 | 250,277 | 39 | ||||||
| 2025-06-27 | NP | ANONX - 小盘成长基金 I 类 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 | 332,664 | 5.77 | 48,243 | 42.19 | ||||
| 2025-08-26 | NP | QUANTITATIVE MASTER SERIES LLC - Master 小盘股指数系列 | 45,702 | 4.27 | 7,050 | 17.33 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 2,500 | 28.53 | 383 | 43.98 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 5,100 | 183.33 | 782 | 217.89 | |||
| 2025-08-13 | 13F | 亚利桑那州退休系统 | 7,776 | 2.60 | 1,199 | 15.51 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 444 | 0.68 | 68 | 13.33 | ||||
| 2025-08-08 | 13F | 十字马克全球控股公司 | 2,153 | 11.79 | 332 | 25.76 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 1,451 | 27.17 | 210 | 70.73 | ||||
| 2025-08-26 | NP | 简化交易所交易基金 - 简化派珀桑德勒小型股 ETF | 98 | 15 | ||||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 2,488 | 22.38 | 0 | |||||
| 2025-08-14 | 13F | 加州教师退休制度 | 24,207 | 0.40 | 3,734 | 12.98 | ||||
| 2025-08-12 | 13F | 磁星金融有限责任公司 | 2,502 | 386 | ||||||
| 2025-08-27 | NP | FFOX - FundX 未来基金机会 ETF | 5,317 | 820 | ||||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 713 | 49.16 | 110 | 67.69 | ||||
| 2025-06-27 | NP | PCSGX - PACE 中小型共同成长股权投资 P 类 | 4,799 | 65.65 | 696 | 122.76 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 260,986 | 8.07 | 40,257 | 21.61 | ||||
| 2025-07-29 | NP | VFMO - Vanguard US Momentum Factor ETF ETF 股票 | 8,826 | 16.24 | 1,513 | 55.02 | ||||
| 2025-07-22 | NP | FSCC - 联邦 Hermes MDT 小型股核心 ETF | 642 | 20.68 | 110 | 61.76 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 8,012 | 74.90 | 1,236 | 96.97 | ||||
| 2025-06-24 | NP | TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 | 314 | 97.48 | 46 | 164.71 | ||||
| 2025-08-05 | 13F | 布莱斯角资本有限责任公司 | 5,253 | 810 | ||||||
| 2025-08-13 | 13F | 测量财富私人客户集团有限责任公司 | 3,669 | 9.59 | 566 | 23.36 | ||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 64,445 | 10 | ||||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 113 | 6.60 | 16 | 45.45 | ||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 586,319 | 1.39 | 90,438 | 14.08 | ||||
| 2025-08-14 | 13F | 工程师 门经理 LP | 11,591 | 99.81 | 1,788 | 124.78 | ||||
| 2025-08-27 | NP | 胜利可变保险基金 II - 胜利先锋精选中型股增长 VCT 投资组合 I 类 | 5,681 | 876 | ||||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 600 指数股票投资组合 | 9,491 | 3.62 | 1,464 | 16.57 | ||||
| 2025-07-24 | 13F | IFP 顾问公司 | 335 | 556.86 | 61 | 900.00 | ||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 2,298 | 3.28 | 354 | 16.07 | ||||
| 2025-07-10 | 13F | 马歇尔金融集团有限责任公司 | 5,478 | 796 | ||||||
| 2025-08-04 | 13F | 汉兹金融服务公司 | 2 | 0 | ||||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 303 | 47 | ||||||
| 2025-07-29 | NP | SSMAX - Siit 中小盘股票基金 - A 类 | 22,560 | 110.45 | 3,868 | 180.49 | ||||
| 2025-08-12 | 13F | 公园广场金融集团有限责任公司 | 18 | 3 | ||||||
| 2025-08-06 | 13F | 德克尔退休计划公司 | 2 | 0 | ||||||
| 2025-07-28 | 13F | 布林莫尔信托公司 | 13 | 2 | ||||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 4 | 1 | ||||||
| 2025-06-23 | NP | PPNMX - 小型股成长基金 I R-3 | 145,779 | 35.42 | 21,141 | 82.05 | ||||
| 2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 2,285 | 3.49 | 331 | 39.08 | ||||
| 2025-07-28 | NP | AIM 顾问系列信托 (INVESCO COUNSELOR SERIES TRUST) - 景顺奥本海默发现基金 R5 级 | 250,747 | 42,996 | ||||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 20 | 11.11 | 3 | 50.00 | ||||
| 2025-07-30 | 13F | 库克森皮尔斯公司 | 8,351 | 8.08 | 1,288 | 21.62 | ||||
| 2025-08-07 | 13F | 高效顾问有限责任公司 | 2,662 | 411 | ||||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 1,413 | 218 | ||||||
| 2025-08-01 | 13F | 贝西默集团公司 | 108,938 | 2.37 | 17 | 14.29 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | 21,604 | 1.29 | 3,332 | 13.99 | ||||
| 2025-07-28 | NP | HDG - ProShares 对冲复制 ETF | 34 | 13.33 | 6 | 66.67 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 364 | 7,180.00 | 62 | |||||
| 2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 28,411 | 0.63 | 4 | 33.33 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 74 | 124.24 | 11 | 175.00 | ||||
| 2025-07-29 | NP | BLUIX - 蓝图成长基金机构级 | 763 | 131 | ||||||
| 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 | 262,812 | 3.38 | 38,113 | 38.99 | ||||
| 2025-06-27 | NP | EBIT - Harbor AlphaEdge 小型股收益者 ETF | 50 | 13.64 | 7 | 75.00 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 5,720 | 882 | ||||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 32 | 5 | ||||||
| 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 | 3,495 | 539 | ||||||
| 2025-08-14 | 13F | 高盛集团公司 | 233,081 | 19.53 | 35,953 | 34.51 | ||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 7,859 | 1.46 | 1,212 | 14.23 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 444 | 5.21 | 68 | 19.30 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 657,530 | 2.14 | 101,436 | 14.93 | ||||
| 2025-08-11 | 13F | 国家金融集团公司，/ia/ /adv | 6,254 | 965 | ||||||
| 2025-08-13 | 13F | 景顺有限公司 | 798,361 | 234.07 | 123,147 | 275.92 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 46 | 7 | ||||||
| 2025-07-15 | 13F | 马塞科律师事务所 | 291 | 45 | ||||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 225 | 35 | ||||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Put | 11,200 | 1,728 | |||||
| 2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 1,390 | 214 | ||||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 5,900 | 910 | |||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | 50,282 | 45.93 | 7,756 | 64.20 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者美国小型股管理式 ETF | 144 | 21 | ||||||
| 2025-07-16 | 13F | 诺维姆集团 | 5,295 | 817 | ||||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Vanguard 美国股市指数基金 (I) | 1,924 | 297 | ||||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 小型股指数投资组合 1 级 | 2,953 | 3.61 | 428 | 39.41 | ||||
| 2025-08-15 | 13F/A | 佛罗里达财务顾问有限公司 | 3,369 | 62.68 | 520 | 82.11 | ||||
| 2025-04-28 | NP | SIXL - 6 Meridian 低 Beta 股票策略 ETF | 8,159 | 4.62 | 1,050 | 24.29 | ||||
| 2025-07-07 | 13F | 泽文伯根资本投资有限公司 | 1,450 | 224 | ||||||
| 2025-08-12 | 13F | 公共部门养老金投资委员会 | 91,179 | 8.33 | 14,064 | 21.90 | ||||
| 2025-08-05 | 13F | 纽约梅隆银行 | 203,147 | 5.18 | 31,335 | 18.35 | ||||
| 2025-08-13 | 13F | 布里奇沃特合伙人有限合伙人 | 20,008 | 54.59 | 3,086 | 73.96 | ||||
| 2025-08-28 | NP | IWO - iShares Russell 2000 Growth ETF | 231,696 | 0.29 | 35,739 | 12.85 | ||||
| 2025-08-27 | NP | RYRUX - Russell 2000 2x 策略基金 A 级股票 | 135 | 4.65 | 21 | 17.65 | ||||
| 2025-08-13 | 13F | 奥默斯管理公司 | 4,100 | 632 | ||||||
| 2025-08-06 | 13F | 联邦股权服务有限公司 | 10,131 | 2.60 | 2 | 0.00 | ||||
| 2025-08-28 | NP | AWEG - 阿尔及尔韦瑟比持久增长 ETF | 618 | 95 | ||||||
| 2025-06-18 | NP | RAZAX - 多元资产增长策略基金A类 | 1,242 | 50.36 | 180 | 102.25 | ||||
| 2025-06-30 | NP | SMDX - Intech 标准普尔小型中型多元化阿尔法 ETF | 455 | 66 | ||||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - ON BlackRock Advantage Small Cap Growth Portfolio | 3,178 | 165.72 | 490 | 200.61 | ||||
| 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 | 64,685 | 4.17 | 9,381 | 40.04 | ||||
| 2025-07-23 | NP | CFSSX-专栏小盘精选基金 | 19,420 | 15.19 | 3,330 | 53.48 | ||||
| 2025-07-29 | NP | SLPAX - Siit 小盘基金 - A 类 | 6,287 | 266.16 | 1,078 | 390.00 | ||||
| 2025-07-22 | NP | GSBDX - 高盛小盘成长基金 A 类股票 | 36,171 | 12.53 | 6,202 | 49.99 | ||||
| 2025-07-28 | 13F | 道明资产管理公司 | 6,482 | 1,000 | ||||||
| 2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 15,533 | 18.45 | 2,396 | 33.28 | ||||
| 2025-08-26 | NP | OTCFX - T. Rowe Price 小盘股基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 85,435 | 13,178 | ||||||
| 2025-08-20 | NP | RUSC - 美国小型股主动型股票ETF | 280 | 43 | ||||||
| 2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 6,326 | 171.62 | 867 | 253.88 | ||||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 95,690 | 1.93 | 14,760 | 14.70 | ||||
| 2025-08-05 | 13F | Versor投资有限公司 | 2,500 | 386 | ||||||
| 2025-08-14 | 13F | 阿雷特财富顾问有限责任公司 | 2,229 | 0 | ||||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 7 | 1 | ||||||
| 2025-06-26 | NP | FRSLX - Nuveen 中型成长机会基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, 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 | 9,015 | 1,307 | ||||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 236,792 | 67.20 | 36,508 | 88.73 | ||||
| 2025-08-14 | 13F | Smartleaf资产管理有限责任公司 | 500 | 9.89 | 77 | 22.58 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 91,838 | 43.08 | 14 | 75.00 | ||||
| 2025-08-14 | 13F | 元盛资本集团有限公司 | 18,209 | 2,809 | ||||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 2 | 100.00 | 0 | |||||
| 2025-08-04 | 13F | 阿特里亚投资有限公司 | 3,242 | 22.71 | 500 | 38.12 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 小盘指数基金 II 类 | 5,016 | 10.27 | 774 | 24.08 | ||||
| 2025-08-29 | NP | DIAMX - 钻石山多空基金 A 级 | Short | -115,021 | -37.27 | -17,742 | -29.42 | |||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 2,733 | 247.71 | 422 | 293.46 | ||||
| 2025-08-13 | 13F | 箭街资本有限合伙企业 | 62,825 | 363.86 | 9,691 | 422.09 | ||||
| 2025-06-25 | NP | ISCB - iShares 晨星小型股 ETF | 1,288 | 5.40 | 187 | 41.98 | ||||
| 2025-07-28 | NP | NBMIX - Neuberger Berman 小盘成长基金投资者类别 | 49,292 | 8,452 | ||||||
| 2025-06-24 | NP | QASCX - 联邦 MDT 小盘股核心基金 A 类股票 | 63,827 | 4.06 | 9,256 | 39.90 | ||||
| 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 | 2,471 | 13.92 | 381 | 28.28 | ||||
| 2025-08-26 | NP | IPSIX - Voya 指数加上小型股投资组合 I 类 | 3,598 | 555 | ||||||
| 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 | 20,200 | 5.21 | 3,116 | 18.40 | ||||
| 2025-08-14 | 13F | 两个 Sigma 顾问，有限合伙人 | 4,800 | 166.67 | 740 | 200.81 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 多经理小型公司基金 I 类 | 8,407 | 1,297 | ||||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 41,785 | 256.04 | 6,445 | 300.81 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 19,393 | 2,812 | ||||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 2 | 0 | ||||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 74,704 | 3.21 | 11,523 | 16.14 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 833 | 14.42 | 128 | 29.29 | ||||
| 2025-08-26 | NP | VVICX - Voya VACS 指数系列 SC 投资组合 | 1,839 | 6.42 | 284 | 19.92 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 820,153 | 3.31 | 126,509 | 16.25 | ||||
| 2025-08-27 | NP | 俄亥俄州国家基金公司 - ON Janus Henderson 风险投资组合 | 5,221 | 210.77 | 805 | 250.00 | ||||
| 2025-08-14 | 13F | 安盛公司 | 242,633 | 12.27 | 37,426 | 26.33 | ||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 214 | 1,237.50 | 31 | 3,000.00 | ||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | 1,575 | 243 | ||||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 2 | 0 | ||||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 18,122 | 61.56 | 2,795 | 81.85 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 1,564 | 2.76 | 0 | |||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 12 | 200.00 | 2 | |||||
| 2025-08-15 | NP | PSC - 主要美国小盘多因素指数 ETF | 27,268 | 44.97 | 4,206 | 63.15 | ||||
| 2025-08-28 | NP | VLU - SPDR S&P 1500 价值倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 194 | 10.86 | 30 | 26.09 | ||||
| 2025-07-24 | NP | ESML - iShares ESG MSCI 美国小型股 ETF | 17,203 | 1.18 | 2,950 | 34.84 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | 13,527 | 2,087 | ||||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 2,819 | 435 | ||||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 10 | 2 | ||||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P SmallCap 600 纯增长基金可变年金 | 1,042 | 27.85 | 161 | 44.14 | ||||
| 2025-06-26 | NP | DFAS - 维度美国小型股 ETF | 69,792 | 2.59 | 10,121 | 37.93 | ||||
| 2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 小盘成长投资组合 A 类 | 4,990 | 652.64 | 770 | 754.44 | ||||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 92 | 8.24 | 14 | 27.27 | ||||
| 2025-07-30 | 13F | 皮腾格与安德森公司 | 40 | 6 | ||||||
| 2025-08-12 | 13F | 恒线顾问公司 | 73,501 | 5.20 | 11,338 | 18.38 | ||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 2,053 | 317 | ||||||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 22,975 | 1.17 | 3,544 | 13.85 | ||||
| 2025-08-26 | NP | GAFCX - Virtus AlphaSimplex 全球另类基金 C 类 | 690 | 106 | ||||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 6,866 | 8.14 | 1,059 | 21.72 | ||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 9 | 125.00 | 1 | |||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Russell 中小型股指数基金投资者 A | 3,529 | 8.82 | 512 | 46.42 | ||||
| 2025-08-28 | NP | SEIS – SEI 精选小型股 ETF | 3,129 | 483 | ||||||
| 2025-07-18 | 13F | 荷宝机构资产管理有限公司 | 29,495 | 4,550 | ||||||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 863 | 133 | ||||||
| 2025-07-23 | NP | CFSLX - 专栏小型股基金 | 6,976 | 2.54 | 1,196 | 36.69 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 5,700 | 14.00 | 879 | 28.32 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 201,930 | 68.70 | 31,148 | 89.83 | ||||
| 2025-06-26 | NP | QUASX - AB 小盘成长投资组合 A 类 | 247,939 | 35,956 | ||||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 16 | 2 | ||||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 8 | 1 | ||||||
| 2025-07-14 | 13F | Counterpoint 共同基金有限责任公司 | 14,857 | 2,292 | ||||||
| 2025-07-31 | 13F | 财通国际资产管理有限公司 | 181 | 43.65 | 28 | 58.82 | ||||
| 2025-07-29 | NP | GROYX - 胜利先锋精选中型股成长基金 Y 类 | 88,648 | 15,200 | ||||||
| 2025-08-14 | 13F | 富国银行/百万 | 39,583 | 33.14 | 6,106 | 49.82 | ||||
| 2025-07-09 | 13F | 西北及道德投资有限公司 | 1,000 | 84 | ||||||
| 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 | 12,101 | 0.57 | 1,755 | 35.24 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 小盘股指数投资组合 A 类 | 19,664 | 0.91 | 3,033 | 13.55 | ||||
| 2025-07-24 | 13F | Jfs 财富顾问有限公司 | 18 | 50.00 | 3 | 100.00 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 207 | 1,970.00 | 32 | 3,000.00 | ||||
| 2025-08-12 | 13F | 少尉峰顾问公司 | 39,992 | 6,169 | ||||||
| 2025-08-08 | 13F | 创意策划 | 11,668 | 55.86 | 1,800 | 75.34 | ||||
| 2025-08-22 | NP | OSTGX - Osterweis 新兴机会基金投资者类别 | 30,990 | 4,780 | ||||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 16 | 2 | ||||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 1,976 | 305 | ||||||
| 2025-08-08 | 13F | 等投资顾问公司 | 8,602 | 21.53 | 1,327 | 36.70 |
