GB:0A23 / Phreesia, Inc. - 机构投资人持股 - 买家

弗里西亚公司
GB ˙ LSE ˙ US71944F1066
机构和基金投资人持股 - 买家

在弗里西亚公司中开设新头寸的主要持有者包括 坎比亚投资有限公司, 梅罗斯投资管理有限合伙人, VVSGX - 小盘成长基金, 金路德资本管理公司, 康纳斯投资者服务公司, 萨斯奎哈纳投资组合策略有限责任公司, Guardian 可变产品信托 - Guardian Small Cap Core VIP 基金, LKSCX - LKCM 小盘股票基金, CAMSX - Cambiar 小型基金投资者类别股票, 波伦资本管理有限公司, BOGIX - 博格尔投资管理小型股成长基金, 峰会全球投资, Mach-1 金融集团有限公司, 田纳西州财政部, AFMCX - Acuitas 美国微型资本基金机构股票, 耶鲁山投资顾问有限公司, 尼科莱特咨询服务有限公司, 古根海姆资本有限公司, 百达资产管理控股公司, 和 DFA INVESTMENT DIMENSIONS GROUP INC - 美国 Social Core Equity 2 投资组合股票 .

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 NP BSVSX - 贝雅小型价值基金投资者类别 105,612 9.24 3,006 21.61
2025-08-12 13F 美国世纪公司 1,046,586 6.42 29,786 18.50
2025-08-04 13F 资产标记公司 1,698 0.77 48 11.63
2025-08-14 13F 瑞银集团 227,092 178.95 6,463 210.72
2025-07-29 NP WPGTX - WPG 合作伙伴小/微型价值基金机构 12,760 10.40 312 1.96
2025-06-27 NP CVGRX - Calamos 成长基金 A 类 34,188 44.04 853 26.37
2025-08-14 13F 桥前资本有限责任公司 7,713 220
2025-07-28 13F 安联资产管理有限公司 146,546 42.19 4,171 58.31
2025-08-26 NP 简化交易所交易基金 - 简化派珀桑德勒小型股 ETF 689 20
2025-07-25 NP WSML - iShares MSCI 全球小型股 ETF 3,185 78
2025-08-01 13F 德克萨斯州教师退休制度 14,556 80.37 414 100.97
2025-06-26 NP OWSMX - 老韦斯特伯里中小型股策略基金 865,000 14.67 21,590 0.56
2025-08-05 13F 尼古拉斯公司 212,137 15.95 6,037 29.11
2025-08-07 13F 奥尔沃斯金融有限公司 134 191.30 4 200.00
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 38,224 8.85 1,088 21.18
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 29,057 8.09 827 20.23
2025-08-14 13F 阿尔格特全球有限公司 229,014 46.20 7 50.00
2025-07-10 13F 穆迪国家银行信托部 115,317 19.30 3,282 32.83
2025-08-26 NP EQ ADVISORS TRUST - EQ/小型公司指数投资组合 IB 类 30,800 24.19 877 38.39
2025-07-30 13F 廉洁顾问公司 13,211 9.70 376 22.15
2025-08-27 NP BBGSX - Bridge Builder 中小型股成长基金 264,162 9.64 7,518 22.09
2025-08-13 13F 帕纳戈拉资产管理公司 252,354 134.93 7,182 161.60
2025-08-13 13F 亚利桑那州退休系统 16,295 2.88 464 14.60
2025-06-27 NP DASVX - Dunham 小盘价值基金 A 类 20,058 17.07 501 2.67
2025-07-31 13F 尼萨投资顾问有限公司 1,659 4.01 47 17.50
2025-08-28 NP ASQIX - 小公司基金投资者类别 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 28,191 10.13 802 22.63
2025-08-29 NP JAFVX - 战略股权配置信托系列资产净值 8,395 5.62 239 17.24
2025-08-05 13F 亨廷顿国家银行 41 7.89 1
2025-08-07 13F Parkside 金融银行与信托 64 220.00 2
2025-08-26 NP Profunds - Profunds 小型股副总裁 129 2.38 4 0.00
2025-08-26 NP 北方基金 - 北方小盘核心基金 K 类 3,047 23.21 87 32.31
2025-08-14 13F 雷蒙德詹姆斯金融公司 14,049 2.74 400 14.33
2025-08-14 13F 范埃克联合公司 1,133 6.48 0
2025-08-29 NP JAEWX - 小盘股指数信托资产净值 10,877 1.62 310 13.19
2025-08-14 13F 梅罗斯投资管理有限合伙人 123,087 3,503
2025-08-13 13F 挪威银行 44,916 1,278
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - 美国 Social Core Equity 2 投资组合股票 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,390 110
2025-08-25 NP SMCWX - 小盘世界基金公司 A 类 3,134,872 14.28 89,218 27.24
2025-08-05 13F Simplex 贸易有限公司 Put 15,000 200.00 0
2025-07-10 13F 科扎克联合公司 200 6
2025-08-05 13F Simplex 贸易有限公司 2,875 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 60,169 7.13 1,712 19.30
2025-08-14 13F 两个 Sigma 顾问,有限合伙人 16,000 455
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 567,004 3.94 14,152 -8.84
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 10,724 18.43 268 3.89
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 7,778 12.64 194 -1.02
2025-08-26 NP IRSIX - Voya Russell™ 小盘股指数投资组合 ADV 级 11,482 3.13 327 14.79
2025-08-14 13F 美国银行 /de/ 539,368 0.04 15,350 11.39
2025-08-27 NP RYRUX - Russell 2000 2x 策略基金 A 级股票 288 3.23 8 14.29
2025-07-31 13F/A 亚飞财富 21 0
2025-08-12 13F 普利股权公司 Put 0 0
2025-08-20 NP 全国可变保险信托 - NVIT GS 小盘股票洞察基金 Y 级 22,302 34.47 635 49.88
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 1,186 7.52 34 17.86
2025-08-12 13F 普利股权公司 0 0
2025-05-20 NP NCLEX - 尼古拉斯有限公司版 INC I 类 180,579 87.67 4,616 90.70
2025-08-13 13F 耶鲁山投资顾问有限公司 8,637 246
2025-08-14 13F 第一集团贸易有限公司 3,563 881.54 101 1,022.22
2025-08-14 13F 富国银行/百万 36,133 21.23 1,028 35.09
2025-06-27 NP AAARX - 战略配置:进取型基金 R 级 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 2,387 104.37 60 -22.37
2025-08-08 13F 阿卡迪亚投资管理公司/mi 113,470 22.31 3,229 36.19
2025-08-12 13F/A 波士顿合作伙伴 130,060 165.14 3,702 195.37
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 139,060 3.57 3,471 -9.19
2025-08-26 NP IPSIX - Voya 指数加上小型股投资组合 I 类 11,297 74.01 322 94.55
2025-08-14 13F 布雷文·霍华德资本管理有限责任公司 31,418 184.20 894 217.02
2025-08-12 13F 恒线顾问公司 92,594 6.62 2,635 18.75
2025-08-08 13F/A 斯特林资本管理有限公司 137 132.20 4 200.00
2025-08-14 13F 第一集团贸易有限公司 Put 13,700 28.04 390 42.49
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 798,449 407.31 19,929 93.96
2025-08-13 13F 古根海姆资本有限公司 7,402 211
2025-06-27 NP RSSL - Global X Russell 2000 ETF 33,878 7.55 846 -5.69
2025-08-27 NP Brighthouse Funds Trust II - Loomis Sayles 小盘股核心投资组合 A 类 23,768 30.14 676 98.24
2025-08-14 13F PDT 合作伙伴有限责任公司 127,453 158.88 3,627 188.31
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 1,779,774 3.73 50,652 15.50
2025-07-25 NP AFSM - First Trust Active Factor 小盘股 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 719 1.41 18 -5.56
2025-08-20 NP RUSC - 美国小型股主动型股票ETF 1,691 48
2025-08-12 13F 保德信金融公司 10,460 256
2025-08-13 13F 北方信托公司 572,579 0.76 16,296 12.19
2025-06-24 NP 创新者 ETF 信托 - 创新者美国小型股管理式 ETF 242 6
2025-07-30 13F 卡伦/弗罗斯特银行家公司 557 231.55 16 275.00
2025-03-21 NP 汇丰基金 - 汇丰机会投资组合主投资组合 19,500 712.50 555 638.67
2025-08-08 13F 新泽西州警察和消防员退休系统 12,847 8.75 366 21.26
2025-06-30 NP VEXPX - VANGUARD EXPLORER 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 359,178 11.75 8,965 -1.99
2025-06-26 NP DFAS - 维度美国小型股 ETF 10,634 88.08 265 65.63
2025-06-26 NP ETTOX - E*TRADE 免费总市场指数基金 15 0
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 1,553 29.63 44 46.67
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 15,523 5.51 387 -7.42
2025-06-26 NP DFUS - 维度美国股票 ETF 17,670 286.65 441 239.23
2025-08-08 13F 哈特兰有限公司 4 0
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 13,918 19.03 347 4.52
2025-07-29 NP ORSIX - NORTH SQUARE 动态小盘基金 I 类 76,050 204.93 1,862 181.69
2025-08-13 13F ExodusPoint 资本管理公司 45,001 1
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 42,200 1.93 1,201 13.52
2025-05-07 NP ASCGX - Lisanti 小盘成长基金 2,970 76
2025-08-20 NP ASMOX - AQR 小盘动量型基金 I 类 1,404 40
2025-08-27 NP SEASONS SERIES TRUST - SA 多管理小型股投资组合 1 级 20,517 11.58 584 24.31
2025-08-27 NP JNL 系列信托 - JNL 多管理人小型股成长基金 (A) 137,800 10.78 3,922 23.34
2025-08-26 NP BlackRock Advantage US Total Market Fund, Inc. - BlackRock Advantage US Total Market Fund, Inc. 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 17,284 10.39 492 22.75
2025-07-08 13F NBC 证券公司 3,032 0
2025-06-24 NP BBSC - 摩根大通 BetaBuilders 美国小盘股 ETF 19,396 11.61 484 -2.02
2025-07-16 13F 签名有限责任公司 91 405.56 3
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 16,607 3.28 415 -9.41
2025-06-26 NP DCOR - 维度美国核心股票 1 ETF 3,496 87
2025-08-29 NP JAFEX - 总股票市场指数信托资产净值 980 5.72 28 17.39
2025-08-08 13F Pnc 金融服务集团公司 19,983 2.78 569 14.52
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 887,319 4.07 25,253 15.88
2025-08-14 13F 威斯康星州投资委员会 363,082 6.93 10,333 19.06
2025-07-11 13F 远远财务顾问有限责任公司 3,032 9,375.00 86
2025-08-13 13F 施罗德投资管理集团 881,016 32.31 25,074 44.83
2025-08-12 13F 嘉信理财投资管理公司 537,644 2.92 15,301 14.60
2025-08-25 NP LGHT-兰格全球健康科技 ETF 393 80.28 11 120.00
2025-08-14 NP FLSPX - SPECTRUM FUND 零售类 2,702 -1,019.05 77 -1,366.67
2025-06-26 NP DFAU - 维度美国核心股票市场 ETF 8,643 111.27 216 66.67
2025-07-29 13F 弗吉尼亚退休系统等 18,880 11.19 537 23.73
2025-06-27 NP CTOGX - Calamos Timpani SMID 成长基金 R6 级 9,842 75.53 246 54.09
2025-09-04 13F/A 顾问集团控股公司 147 3,575.00 4
2025-06-26 NP TISEX - TIAA-CREF 机构级量化小型股票基金 325,900 14.95 8,134 0.82
2025-08-12 13F 扎克斯投资管理公司 54,567 7.36 1,553 19.48
2025-08-13 13F 资本国际投资者 3,134,872 14.28 89,218 27.24
2025-08-14 13F Qube研究与技术有限公司 389,519 156.05 11,086 185.11
2025-07-28 NP HDG - ProShares 对冲复制 ETF 74 13.85 2 0.00
2025-08-14 13F 联信银行 802 3.48 23 15.79
2025-08-14 13F 银冠资产管理集团有限公司 485,613 0.29 13,821 11.67
2025-08-12 13F 维度基金顾问有限公司 274,566 85.80 7,814 106.88
2025-06-24 NP ESCKX - 1290 Essex 小盘成长基金 R 级 23,660 1.08 591 -11.41
2025-08-27 NP 安联可变保险产品信托 - AZL DFA 美国核心股票基金 1,588 45
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 74,963 2.45 2,133 14.06
2025-08-27 13F/A Squarepoint Ops LLC 100,922 243.63 2,872 282.93
2025-08-22 NP FEAC - 富达增强型美国全市值股票 ETF 99 3
2025-03-28 NP USCAX - 小盘股票基金份额 31,088 9.10 885 69.67
2025-08-26 NP EQ ADVISORS TRUST - EQ/摩根士丹利小型股成长投资组合 IB 级 9,182 7.77 261 20.28
2025-08-14 13F/A 斯科波斯实验室有限公司 204 6
2025-07-24 13F IFP 顾问公司 46 1
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 5,222 10.24 149 22.31
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 2,865 4.03 82 15.71
2025-08-27 NP VMNFX - 先锋市场中性基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 53,246 26.72 1,515 41.06
2025-08-12 13F XTX Topco有限公司 18,899 538
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master 小盘股指数系列 96,587 1.76 2,749 13.27
2025-08-14 13F 德肖公司 128,154 372.09 3,647 426.26
2025-08-13 13F 双峰财富顾问有限责任公司 2 0
2025-06-27 NP AACRX - 战略配置:保守基金 R 级 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 504 33.69 13 -50.00
2025-08-07 13F 米德资产管理公司 2,702 77
2025-06-26 NP KCXIX - Knights of Columbus 美国全盘指数基金 I 股 236 4.89 6 -16.67
2025-06-27 NP PCSGX - PACE 中小型共同成长股权投资 P 类 50,623 6.23 1,264 -6.86
2025-08-14 13F 元盛资本集团有限公司 18,281 520
2025-08-14 13F 萨斯奎哈纳国际集团有限责任公司 Call 22,600 19.58 643 33.13
2025-08-14 13F 萨斯奎哈纳国际集团有限责任公司 Put 22,100 145.56 629 173.04
2025-06-25 NP FYX - First Trust 小盘核心 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 80,280 11.48 2,004 -2.24
2025-08-13 13F 波伦资本管理有限公司 17,363 494
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 302,780 1.59 7,415 -6.26
2025-08-26 NP NSIDX - 北方小盘股指数基金 26,178 2.70 745 14.44
2025-08-13 13F 第一信托顾问有限公司 168,630 15.86 4,799 29.01
2025-08-14 13F Citadel 顾问有限公司 567,124 8.46 16,140 20.77
2025-08-14 13F Citadel 顾问有限公司 Call 12,800 8.47 364 20.93
2025-08-14 13F 沃亚投资管理有限公司 146,402 12.42 4,167 25.18
2025-06-26 NP CAMSX - Cambiar 小型基金投资者类别股票 59,210 1,478
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 56,985 22.85 1,622 36.79
2025-08-01 13F Envestnet资产管理公司 34,041 46.84 969 63.51
2025-08-15 13F 塔尔研究资本有限责任公司(TRC) 5,610 332.54 160 381.82
2025-08-13 13F 箭街资本有限合伙企业 96,792 2,755
2025-08-12 13F 富兰克林资源公司 1,524,251 0.60 43,380 12.01
2025-08-11 13F 先锋集团公司 5,267,324 6.70 149,908 18.81
2025-08-15 13F 田纳西州财政部 11,590 330
2025-08-11 13F Mach-1 金融集团有限公司 11,789 336
2025-06-25 NP FAD - First Trust Multi Cap Growth AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9,820 43.92 245 26.29
2025-08-27 NP 俄亥俄国家基金公司 - ON BlackRock Advantage Small Cap Growth Portfolio 16,171 19.42 460 32.95
2025-08-27 NP VSTCX - 先锋战略小型股票基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 152,420 31.92 4,338 46.87
2025-06-27 NP SUNAMERICA SERIES TRUST - SA 小型股指数投资组合 1 级 6,370 3.90 159 -9.20
2025-06-25 NP FYC - First Trust 小盘增长 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 79,307 14.17 1,980 0.15
2025-08-11 13F 罗斯柴尔德投资有限公司 115 76.92 3 200.00
2025-08-06 13F 福克斯运行管理有限公司 11,339 323
2025-08-20 NP LKSCX - LKCM 小盘股票基金 73,075 2,080
2025-08-29 NP LSSIX - Loomis Sayles 小盘成长基金机构类别 621,407 17,685
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 17,894 26.58 509 41.00
2025-08-27 NP NAESX - 先锋小型股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 693,046 0.72 19,724 12.15
2025-08-12 13F 靶眼资产管理有限责任公司 110,718 11.83 3 50.00
2025-08-18 NP 太平洋精选基金 - 小盘股指数投资组合 I 类 15,176 5.02 432 16.80
2025-08-27 NP Brighthouse Funds Trust II - Loomis Sayles 小盘成长投资组合 A 类 97,026 24.56 2,761 89.76
2025-08-20 NP 全国可变保险信托 - NVIT 小盘指数基金 II 类 10,689 7.41 304 19.69
2025-08-27 NP RYRRX - 罗素 2000 基金 A 类 133 5.56 4 0.00
2025-05-27 NP 哥伦比亚基金可变系列信托 II - 可变投资组合 - 合作伙伴小型股成长基金 1 级 7,303 0.61 187 2.20
2025-08-14 13F 舍布鲁克公园顾问有限公司 17,306 39.43 493 55.21
2025-08-26 NP VVICX - Voya VACS 指数系列 SC 投资组合 3,940 5.49 112 17.89
2025-08-14 13F 水手有限责任公司 19,130 43.29 544 59.53
2025-08-27 NP RYMKX - 罗素 2000 1.5 倍策略基金 H 级 79 3.95 2 100.00
2025-07-22 NP DSMFX - 目的地中小型股票基金 I 类 1,600 12.68 39 5.41
2025-08-14 13F Aqr资本管理有限公司 188,089 17.53 5,353 30.88
2025-08-05 13F 纽约梅隆银行 200,829 1.78 5,716 13.33
2025-07-30 NP SMIZ - Zacks 中小型股 ETF 11,385 4.80 279 -3.47
2025-08-28 NP QCSTRX - 股票账户类别 R1 626,651 1,478.47 17,834 1,658.78
2025-08-13 13F 马歇尔·韦斯律师事务所 418,484 205.40 11,910 240.09
2025-07-28 NP VVSGX - 小盘成长基金 98,490 2,412
2025-08-13 13F EverSource 财富顾问有限责任公司 608 641.46 17 750.00
2025-08-12 13F LPL 金融有限责任公司 20,714 148.79 590 177.83
2025-08-14 13F 塞伊投资公司 242,709 18.59 6,907 32.07
2025-08-14 13F 维维恩基金管理有限责任公司 59,736 1,700
2025-08-14 13F 格拉纳汉投资管理公司/马 1,302,785 14.42 37,077 27.41
2025-08-14 13F 安科拉顾问有限责任公司 28 1
2025-08-14 13F 萨斯奎哈纳国际集团有限责任公司 69,903 3.58 1,989 15.37
2025-08-05 13F 蒙特利尔银行/can/ 11,277 9.20 321 21.67
2025-08-11 13F 战略财富伙伴有限公司 700 20
2025-08-14 13F Deerfield Management Company, Lp(C 轮) 1,014,577 0.47 28,875 11.87
2025-07-29 NP ESGV - 先锋ESG美国股票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 12,384 8.10 303 -0.33
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 小盘股指数 VIP A 级 8,657 2.39 246 13.89
2025-07-31 13F 奥本海默资产管理公司 8,803 9.89 251 22.55
2025-07-29 NP BOGIX - 博格尔投资管理小型股成长基金 12,260 300
2025-08-14 13F 麦格理集团有限公司 91,391 8.69 2,601 21.03
2025-08-13 13F 胜利资本管理公司 443,830 5.22 12,631 17.16
2025-06-26 NP DFSU - 维度美国可持续发展核心 1 ETF 2,632 184.54 66 150.00
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 280,837 10.95 6,878 2.38
2025-08-11 13F 私人顾问集团有限责任公司 9,592 10.89 273 23.08
2025-08-14 13F 法国巴黎银行套利公司 12,284 128.24 350 154.74
2025-08-12 13F 财富管理资本管理有限公司 5 0
2025-08-01 13F 百富勤资本管理有限公司 325,608 11.84 9,267 24.53
2025-07-30 13F 康纳斯投资者服务公司 81,162 2,310
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 管理波动性投资组合 IB 级 65,237 0.99 1,857 12.42
2025-08-26 NP EQ ADVISORS TRUST - ATM 小盘波动率管理投资组合 K 级 18,461 3.55 525 15.38
2025-08-27 NP TIFF 投资计划 - TIFF 多元资产基金 86,251 9.25 2,455 21.67
2025-08-12 13F Nuveen有限责任公司 1,304,533 134.71 37,127 161.35
2025-08-04 13F 密钥银行国家协会/哦 15,495 441
2025-08-26 NP AFMCX - Acuitas 美国微型资本基金机构股票 9,061 258
2025-08-13 13F 汇丰控股有限公司 19,711 38.41 556 56.18
2025-08-14 13F 普莱斯 T Rowe Associates Inc /md/ 61,284 5.80 2 0.00
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - 美国可持续发展核心 1 投资组合股票 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,923 148.01 123 148.98
2025-08-13 13F 温室基金有限责任合伙公司 3,325,262 12.46 94,637 25.22
2025-06-17 NP GSEQX - 高盛多经理全球股票基金 R6 类股票 24,369 9.43 608 -3.95
2025-07-31 13F 奎斯特合作伙伴有限责任公司 8,353 1.67 238 12.86
2025-08-27 NP OASGX - 最佳中小盘成长基金A类 91,391 8.69 2,601 20.99
2025-08-21 NP MXMTX - Great-West 小盘成长基金投资者类别 68,603 20.22 1,952 33.88
2025-06-26 NP DFAC - 维度美国核心股票 2 ETF 60,698 54.06 1,515 35.15
2025-08-13 13F 卢米斯·塞尔斯公司 1,200,340 34,162
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 79,186 9.02 1,939 0.62
2025-08-08 13F Geode资本管理有限公司 1,312,224 1.87 37,351 13.41
2025-08-07 13F 金路德资本管理公司 82,896 2,359
2025-06-27 NP CTSIX - Calamos Timpani 小盘成长基金 I 类 125,626 28.84 3,136 13.01
2025-07-23 NP CFSLX - 专栏小型股基金 35,447 82.69 868 68.87
2025-08-12 13F Legal & General 集团有限公司 65,281 15.11 1,858 28.16
2025-08-07 13F 阿卡迪亚资产管理有限公司 364,194 61.64 10 100.00
2025-08-13 13F 尼科莱特咨询服务有限公司 8,453 223
2025-08-26 NP AZBAX - AllianzGI 小盘基金 A 类 11,904 72.52 339 92.05
2025-08-07 13F 康纳克拉克伦投资管理有限公司 153,072 71.20 4,356 90.63
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 2,740 7.11 68 -5.56
2025-07-28 NP VCSLX - 小盘股指数基金 24,964 18.11 611 9.11
2025-08-04 13F 俄亥俄州 11,400 7.55 324 20.00
2025-08-14 13F 萨斯奎哈纳投资组合策略有限责任公司 81,126 2,309
2025-08-14 13F Globeflex资本有限公司 10,070 62.31 287 81.01
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 21,782 37.95 544 20.94
2025-08-22 NP FESM - 富达增强型小型股 ETF 191,358 4.94 5,446 16.87
2025-08-15 13F 摩根士丹利 363,262 75.22 10,338 95.09
2025-08-15 NP Guardian 可变产品信托 - Guardian Small Cap Core VIP 基金 73,540 2,093
2025-08-14 13F 联伯恩斯坦有限责任公司 61,900 13.16 1,762 25.97
2025-06-27 NP PTH - Invesco DWA 医疗保健动量 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 76,448 48.82 1,908 17.42
2025-07-23 13F Klp资本管理公司 12,400 20.39 353 33.84
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 7,233 4.99 206 16.48
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 72,277 21.51 1,804 6.62
2025-08-14 13F 道富银行 1,447,043 1.95 41,183 13.51
2025-08-28 NP SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 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 5,378 2.93 153 15.04
2025-08-05 13F 坎比亚投资有限公司 375,065 10,674
2025-08-14 13F 柏西资产管理有限公司 1,121,497 25.38 31,918 39.60
2025-06-27 NP TWSMX - 战略配置:中等基金投资者类别 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 1,983 64.02 49 -37.18
2025-08-12 13F 峰会全球投资 12,260 0
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 30,386 0.16 744 -7.58
2025-07-24 13F CWM 顾问有限责任公司 13,811 1.66 393 13.26
2025-08-13 13F 百达资产管理控股公司 7,350 209
2025-07-11 13F 多元化信托公司 45,042 0.95 1,282 12.37
2025-08-06 13F 真实财富设计有限责任公司 89 323.81 3
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