IT:1LNT / Alliant Energy Corporation - 机构投资人持股 - 买家

联合能源公司
IT ˙ BIT ˙ US0188021085
€55.00 ↑0.50 (0.92%)
2025-09-11
分享价格
机构和基金投资人持股 - 买家

在联合能源公司中开设新头寸的主要持有者包括 Alerus 金融纳, Polymer资本管理(美国)有限责任公司, NWQAX - Nuveen NWQ 灵活收益基金 A 类, 保诚系列基金 - 灵活管理投资组合 I 类, 同心资本策略有限合伙人, Glenmede投资管理有限公司, Peak6有限责任公司, 瑞穗证券美国有限公司, NDGAX - Neuberger Berman 股息增长基金 A 类, 广发基金管理有限公司, RMG财富管理有限责任公司, Charter Capital Management, LLC\德国, 爱荷华州苏城国家银行安全 /ia/, 基金会投资顾问有限责任公司, AMTAX - AB 所有市场实际回报投资组合 A 类, 卡伦家族办公室有限责任公司, 神秘资产管理公司, 新英格兰研究与管理公司, VestGen Advisors, LLC, 和 Pensionmark 金融集团有限公司 .

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 平均价格
(Est)
股份 Δ 股份
(%)
报告
价值
($1000)
Δ 价值
(%)
投资组合配置
(%)
2025-06-26 NP FSMDX - 富达中盘指数基金 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 857,418 6.08 52,337 9.97
2025-07-17 13F 罗利资本管理公司 205 9.63 12 0.00
2025-06-24 NP MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 7,930 0.74 484 4.54
2025-06-30 NP PALC - Pacer Lunt 大盘多因素交流发电机 ETF 23,685 1,446
2025-08-07 13F 黑鹰资本合伙人有限责任公司。 18,873 6.14 1,141 -0.26
2025-07-29 13F 赫斯律师事务所 1,675 3,250.00 101 3,266.67
2025-08-13 13F 加贝利基金有限责任公司 349,840 0.04 21,155 -6.00
2025-07-28 13F 道明资产管理公司 113,037 0.84 6,835 -5.24
2025-06-27 NP CVSIX - 卡拉莫斯市场中性收益基金 A 类 Short -152,700 10.89 -9,321 14.96
2025-07-25 NP URTH - iShares MSCI 世界 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 16,389 6.11 1,020 2.31
2025-08-07 13F 奥尔沃斯金融有限公司 2,718 433.99 164 429.03
2025-08-29 NP STRV - Strive 500 ETF 4,324 3.52 261 -2.61
2025-07-21 13F Qrg 资本管理公司 9,203 8.87 557 2.39
2025-07-24 NP FXAIX - 富达 500 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 3,238,131 0.76 201,509 -2.83
2025-08-28 NP SDY - SPDR(R) S&P(R) 股息 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 2,971,067 4.87 179,660 -1.46
2025-08-20 NP QNZNX - AQR 可持续多空股票碳意识基金 N 类 Short -3,246 -23.43 -196 -27.94
2025-08-28 NP SSBIX - 道富平衡指数基金 K 类 1,516 1.54 92 -5.21
2025-07-25 NP SCHM - 嘉信美国中型 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 679,938 2.63 42,313 -1.02
2025-08-11 13F 花旗集团 345,388 24.61 20,886 17.09
2025-07-22 13F HFM投资顾问有限责任公司 10 150.00 1
2025-08-26 NP EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 603 0.84 36 -5.26
2025-08-28 NP SPYV - SPDR(R) 投资组合 S&P 500 价值 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 279,027 3.37 16,873 -2.87
2025-06-23 NP LVPIX - 大盘价值深度投资者类别 1,416 1,211.11 86 1,333.33
2025-08-14 13F 现代财富管理有限责任公司 11,553 1.08 699 -5.03
2025-08-11 NP CUSUX - 六环美国无约束股票基金 62,284 2,071.69 3,766 1,946.74
2025-06-26 NP FUMIX - 富达 SAI 美国动量指数基金 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 52,840 15.97 3,225 20.25
2025-07-22 13F 湾港财富管理有限责任公司 13 116.67 1
2025-08-18 13F/A 哈德逊湾资本管理有限公司 406,285 35.78 24,568 27.60
2025-07-28 13F 里索尔兹财富管理 6,524 35.78 395 27.51
2025-08-29 NP SPXUX-WisdomTree 500 数字基金 N/A 56 211.11 3 200.00
2025-08-11 NP CMEUX - 六圈管理股票投资组合美国无限制基金 91,331 2.80 5,523 -3.41
2025-08-14 13F 托罗索投资有限责任公司 4,324 2.05 261 -4.04
2025-08-14 13F 清晰度资产管理公司 1,682 0.84 102 -5.61
2025-08-12 13F Jw 科尔顾问公司 40,571 8.20 2,453 1.70
2025-08-05 13F 百年银行/AR/ 7,500 4.17 454 -2.16
2025-08-15 13F CI 私人财富有限责任公司 36,587 4.33 2,212 -1.95
2025-06-30 NP XCLR - Global X S&P 500 Collar 95-110 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., 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 13 18.18 1
2025-08-01 13F 索尔斯坦资本有限责任公司 18 1
2025-08-14 13F 采石场LP 911 46.70 55 41.03
2025-07-29 13F 美国精神管理公司/纽约 6,250 12.61 378 5.60
2025-07-23 13F Nbt 银行 NA /纽约 2,733 0.11 165 -5.71
2025-06-23 NP IDU - iShares 美国公用事业 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 259,322 10.54 15,829 14.59
2025-08-18 13F Onefund有限责任公司 657 0
2025-08-27 NP 高级系列信托 - Ast 保存资产配置组合 3,800 645.10 230 663.33
2025-08-12 13F 管家合伙人投资咨询有限公司 1,563 29.93 95 22.08
2025-08-07 13F HighPoint 顾问集团有限责任公司 11,986 1.06 725 -0.82
2025-08-14 13F 达格科公司 2,912 0.76 176 -4.86
2025-08-12 13F 普利股权公司 Put 0 0
2025-08-22 NP PAPI - 参数股票溢价收入 ETF 18,518 31.23 1,120 23.24
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
2025-06-30 NP ZAP-Global X 美国电气化 ETF 29,371 7.47 1,793 11.37
2025-08-14 13F 维维恩基金管理有限责任公司 535,474 119.00 32,380 105.80
2025-08-12 13F 支点资产管理有限公司 6,908 719 -9.79
2025-07-22 13F 广发基金管理有限公司 12,500 756
2025-08-20 NP QLEIX - AQR 多空股票基金 I 类 Short -313,313 37.92 -18,946 29.62
2025-08-14 13F 范埃克联合公司 149,684 5.00 9 0.00
2025-08-12 13F 卡尔顿联合公司 3,393 205
2025-08-15 13F 公平控股公司 3,330 201
2025-07-29 13F 切维蔡斯信托控股公司 136,182 0.30 8,235 -5.76
2025-08-14 13F 拉弗蒂资产管理有限责任公司 27,604 19.54 1,669 12.39
2025-08-13 13F 卢米斯·塞尔斯公司 821 50
2025-06-30 NP XYLD - Global X S&P 500 备兑看涨期权 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., 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 17,820 4.64 1,088 8.48
2025-08-14 13F Yaupon资本管理有限责任公司 473,557 28,636
2025-08-14 13F 两个西格玛证券有限公司 4,189 253
2025-08-27 NP JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) 2,579 52.24 156 42.20
2025-08-25 NP MFS 可变保险信托 III - MFS 中型价值投资组合初始类别 86,087 7.38 5,206 0.91
2025-08-12 13F 韦策尔金融服务公司 9,314 0.58 607 1.00
2025-08-27 NP HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 251 36.41 15 36.36
2025-08-29 13F 半人马座金融公司 1,896 9.66 0
2025-05-15 13F 格伦梅德信托公司 25,931 0.73 1,669 9.59
2025-08-11 13F 绿地资本管理有限公司 263,630 90.37 15,942 78.89
2025-08-26 NP AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 动态资产配置投资组合 A 类 571 0.88 35 -5.56
2025-06-26 NP FIOOX - 富达系列大盘价值指数基金 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 86,992 0.90 5,310 4.59
2025-06-24 NP BBUS - 摩根大通 BetaBuilders 美国股票 ETF 22,110 4.42 1,350 8.27
2025-08-28 NP FGIAX - Nuveen 全球基础设施基金 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 77,380 10.86 4,679 4.19
2025-08-12 13F 动态技术实验室私人有限公司 31,660 134.21 1,914 120.00
2025-08-27 NP CFJAX - Calvert 美国大盘价值责任指数基金 A 类 47,733 6.46 2,886 0.03
2025-06-30 NP LGDX - Intech 标准普尔大盘多元化阿尔法 ETF 538 33
2025-06-26 NP FFEIX - Nuveen 股息价值基金 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 778,240 2.75 47,504 6.52
2025-06-26 NP FLCPX - 富达 SAI 美国大盘指数基金 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 76,916 0.51 4,695 4.17
2025-07-28 NP PWTAX - 瑞银美国配置基金 A 类 644 65.55 40 60.00
2025-05-15 13F/A Orion 投资组合解决方案有限责任公司 73,225 6.52 4,712 15.92
2025-08-14 13F 美世全球顾问公司 /adv 24,374 3.07 1,474 -3.16
2025-08-14 13F 长城汽车顾问有限责任公司 20,964 3.39 1,268 -2.84
2025-08-28 NP CDL - VictoryShares 美国大盘高股息波动性 Wtd ETF 74,885 1.79 4,528 -4.33
2025-08-08 13F CWS 财务顾问有限责任公司 4,425 0.23 268 -5.99
2025-08-26 NP GFSYX - 机构战略另类基金 130 -5.80
2025-07-25 13F 优素福资本管理有限公司 50,173 2.03 3,034 -4.14
2025-08-25 NP GCHDX - Gotham 对冲核心基金机构类别 Short -142 -8.97 -9 -20.00
2025-07-15 13F Charter Capital Management, LLC\德国 9,100 550
2025-07-17 13F 迪努佐私人财富有限公司 39 5.41 2 0.00
2025-08-08 13F/A 斯特林资本管理有限公司 17,097 20.00 1,034 12.77
2025-08-04 13F 资产标记公司 12,710 122.79 769 109.26
2025-08-08 13F Altfest LJ & Co 公司 12,751 2.29 771 -3.87
2025-07-28 NP ISPY - ProShares 标准普尔 500 高收益 ETF 4,042 17.64 252 13.57
2025-08-29 NP JAFEX - 总股票市场指数信托资产净值 4,250 3.06 257 -3.40
2025-06-26 NP FNILX - 富达零大盘指数基金 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 63,356 1.46 3,867 5.20
2025-08-15 13F 爱荷华州苏城国家银行安全 /ia/ 7,084 428
2025-08-26 NP IWB - iShares Russell 1000 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 186,103 0.66 11,254 -5.41
2025-08-26 NP NQVAX - Nuveen NWQ 多股价值基金 - 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 95,353 4.10 5,766 -2.19
2025-08-13 13F 亚利桑那州退休系统 75,056 1.16 4,539 -4.94
2025-08-08 13F 加拿大邮政公司注册养老金计划 4,183 253
2025-08-14 13F 大和证券集团公司 68,734 23.23 4 33.33
2025-08-22 NP CVLC - Calvert 美国大盘核心责任指数 ETF 2,987 7.18 181 0.56
2025-08-07 13F ProShare 顾问有限责任公司 66,327 9.68 4,011 3.06
2025-08-26 NP SMIG - AAM Bahl & Gaynor 中小型股收入增长 ETF 415,896 35.34 25,149 27.18
2025-08-11 13F 资本广场有限责任公司 4,535 0.04 282 -3.44
2025-08-13 13F 裸金融服务公司 12 1
2025-07-08 13F NBC 证券公司 40,753 400.53 2
2025-08-26 NP PGUAX - Virtus Duff & Phelps 全球基础设施基金 A 类 24,494 1.69 1,481 -4.39
2025-08-13 13F 耶鲁山投资顾问有限公司 229 14
2025-07-29 NP Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 267 45.11 17 45.45
2025-07-21 13F 克伦威尔控股有限公司 865 4.34 52 -1.89
2025-07-15 13F 密苏里信托投资公司 90 5
2025-07-25 NP MFSV-MFS主动价值ETF 11,103 16.82 691 12.56
2025-07-22 NP DGEFX - 目的地股票收益基金 I 类 62,353 55.53 3,880 49.98
2025-07-28 13F 纽约州教师退休制度 269,397 0.05 16 -5.88
2025-07-28 NP CSM - ProShares 大盘核心增强版 21,229 206.16 1,321 195.53
2025-08-12 13F 格莱斯顿机构咨询有限责任公司 12,746 0.79 771 -5.29
2025-08-22 NP PHEQ - 参数对冲股票 ETF 4,442 4.13 269 -2.19
2025-07-29 NP PBUS - Invesco PureBeta MSCI 美国 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 34,302 15.87 2,135 11.73
2025-08-28 NP ONEV - SPDR Russell 1000 低波动性焦点 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 20,860 1.70 1,261 -4.40
2025-08-14 13F 齐默合伙人有限合伙人 100,000 6,047
2025-06-24 NP SFLNX - 嘉信基本美国大公司指数基金机构股 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 69,242 0.80 4,227 4.50
2025-08-27 NP RYUIX - 公用事业基金投资者类别 6,907 46.52 418 37.62
2025-08-12 13F 帕瑟顾问公司 45,124 31.33 2,729 23.38
2025-08-22 NP QQMNX - Federated Hermes MDT 市场中性基金机构股票 0 -100.00 0 -100.00
2025-07-30 13F Deka银行德意志Girozentrale 52,190 0.27 3 0.00
2025-06-26 NP 贝莱德基金 - iShares 罗素中型股指数机构基金 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 44,251 1.40 2,701 5.14
2025-08-14 13F 巴利亚斯尼资产管理有限公司 1,360,426 82,265
2025-07-31 13F 莫泽财富顾问有限责任公司 200 12
2025-08-11 13F 美国信安证券公司 7,238 54.53 438 57.76
2025-08-20 NP QRPNX - AQR 另类风险溢价基金 N 级 0 -100.00 0 -100.00
2025-08-01 13F 罗斯比金融(LCC) 480 29
2025-08-08 13F SBI 证券股份有限公司 571 0.88 35 -5.56
2025-07-22 NP GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF 17,534 49.19 1,091 43.93
2025-06-25 NP FUTY - 富达 MSCI 公用事业指数 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 330,726 2.53 20,188 6.29
2025-07-30 NP ALPS ETF 信托 - ALPS 电气化基础设施 ETF 3,957 246
2025-08-27 NP 保诚系列基金 - 灵活管理投资组合 I 类 28,700 1,735
2025-08-08 13F 国民年金服务 4,126 340.34 249 315.00
2025-08-15 13F 同心资本策略有限合伙人 23,193 1,402
2025-07-25 13F 我们是一七有限责任公司 5,758 1.95 348 -4.13
2025-08-08 13F 拉森金融集团有限责任公司 1,537 65.09 93 55.93
2025-06-26 NP FLAPX - 富达 Flex 中型股指数基金 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 11,251 9.33 687 13.39
2025-08-25 NP 纽约人寿投资副总裁基金信托 - NYLI 副总裁 MFS 研究投资组合服务类 25,314 9.14 1,531 2.55
2025-08-28 NP TOPC - iShares 标准普尔 500 指数 3% 上限 ETF 56 3
2025-06-26 NP IMCB - iShares 晨星中型 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 23,934 2.19 1,461 5.87
2025-07-22 13F Gsa资本合伙公司 4,495 0
2025-06-30 NP EGLE - Global X 标准普尔 500 美国收入领先者 ETF 22 1
2025-08-08 13F 等投资顾问公司 174,831 9.08 10,572 2.50
2025-07-22 13F 加速财富管理 6,023 0.82 364 -5.21
2025-08-26 NP NQGAX - Nuveen NWQ 全球股票收益基金 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 56,375 31.14 3,409 23.21
2025-08-12 13F XTX Topco有限公司 28,819 1,743
2025-07-29 NP SEIAX - SIIT 多元资产真实回报基金 - A 类 2,094 4.02 130 0.78
2025-07-31 13F 沃恩大卫投资公司/il 777,633 1.27 47 -4.08
2025-07-10 13F 锰服务 Vermogensbeheer BV 96,000 6
2025-08-13 13F 永星资产管理有限公司 14,139 6.28 855 -0.23
2025-07-25 13F 诺斯罗克合伙人有限责任公司 7,173 6.31 434 -0.23
2025-06-24 NP SWMCX - 嘉信美国中盘指数基金 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 42,532 16.19 2,596 20.46
2025-08-12 13F 瑞士国家银行 777,500 7.43 47,015 0.96
2025-08-14 13F 安大略省投资管理公司 129,871 257.15 7,853 235.74
2025-07-25 13F 基纳财务规划有限责任公司 228 0
2025-08-11 13F CBIZ投资咨询服务有限责任公司 59 4
2025-08-14 13F 法灵顿资本有限公司 21,900 331.95 1,324 306.13
2025-08-22 NP CVMC - Calvert 美国中盘核心责任指数 ETF 2,061 2.23 125 -3.88
2025-08-07 13F 三菱UFJ国际资产管理有限公司 484,638 4.30 29,306 -1.99
2025-08-13 13F EverSource 财富顾问有限责任公司 1,583 220.45 96 206.45
2025-08-27 NP VFINX - Vanguard 500 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 7,292,556 2.28 440,981 -3.89
2025-08-27 NP 高级系列信托 - Ast 学术策略资产配置投资组合 2,400 18,361.54 145
2025-07-24 NP FDFIX - Fidelity Flex 500 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 31,762 7.77 1,977 3.95
2025-07-31 13F MQS 管理有限责任公司 6,698 7.51 405 1.25
2025-08-01 13F 德克萨斯州教师退休制度 41,017 9.34 2,480 2.78
2025-08-13 13F 布朗咨询公司 4,261 6.98 258 0.39
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 47,014 2.03 2,843 -4.15
2025-08-07 13F 米德咨询服务公司 10,390 0.14 628 -5.85
2025-08-25 NP MITTX - 马萨诸塞州投资者信托 A 904,179 3.86 54,676 -2.40
2025-06-26 NP DVRAX - MFS 全球另类策略基金 A 1,299 17.45 79 21.54
2025-08-14 13F 北卡罗来纳州财政部长 119,980 2.33 7 0.00
2025-06-26 NP FLCOX - 富达大盘价值指数基金 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 111,745 8.14 6,821 12.10
2025-06-26 NP 贝莱德基金 - iShares Total 美国股市指数基金投资者 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 17,050 4.56 1,041 8.33
2025-07-11 13F IFM 投资者有限公司 53,514 4.43 3,236 -1.88
2025-08-12 13F 保德信金融公司 292,171 73.00 17,668 62.57
2025-08-13 13F 佛罗里达州退休系统国家管理局 276,339 1.01 16,710 -5.08
2025-08-28 NP ONEO - SPDR Russell 1000 动量焦点 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 1,820 10.84 110 4.76
2025-08-13 13F 跳跃金融有限责任公司 5,968 44.54 361 35.85
2025-06-30 NP NSFLX - Natixis 可持续未来 2055 基金 N 类 156 7.59 10 12.50
2025-08-04 13F 创意金融设计公司 /adv 100 1.01 6 0.00
2025-08-14 13F Aqr资本管理有限公司 87,871 31.74 5,306 23.60
2025-08-14 13F 斯蒂菲尔金融公司 184,737 45.76 11,171 36.98
2025-07-24 13F 托莱多信托公司 Na /oh/ 1,200 73
2025-08-04 13F Pensionmark 金融集团有限公司 4,559 276
2025-08-11 13F 里夫斯 WH 有限公司 1,152,677 76.78 69,702 66.12
2025-08-14 13F Point72 资产管理有限合伙人 271,189 16,399
2025-06-24 NP QLV - FlexShares 美国质量低波动指数基金 This fund is a listed as child fund of Northern Trust 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 6,400 24.32 391 28.71
2025-05-02 13F 资本 A 财富管理有限责任公司 11 83.33 1
2025-08-13 13F 文艺复兴科技有限公司 161,821 25.25 9,785 17.69
2025-08-29 NP DHS - WisdomTree 美国高股息基金 不适用 20,057 2.01 1,213 -4.19
2025-08-13 13F 双峰财富顾问有限责任公司 183 12
2025-08-11 13F GW&K 投资管理有限公司 57 111.11 0
2025-08-12 13F 富兰克林资源公司 3,676,123 0.24 222,295 -5.81
2025-08-28 NP IWR - iShares Russell 中型 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 893,811 3.19 54,049 -3.03
2025-05-22 NP ADANX - AQR 多元化套利基金 N 级 0 -100.00 0 -100.00
2025-07-23 NP CFMCX - 中型股基金 3,831 23.70 238 22.05
2025-06-24 NP SWPPX - 嘉信标准普尔 500 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 571,909 1.63 34,909 5.36
2025-08-25 NP MVCAX - MFS 中盘价值基金 A 2,542,222 3.80 153,728 -2.46
2025-07-29 NP NWQAX - Nuveen NWQ 灵活收益基金 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 37,600 2,340
2025-06-26 NP ETLGX - E*TRADE 免费大盘指数基金 28 2
2025-08-13 13F 凯恩·安德森·鲁德尼克投资管理有限公司 1 0
2025-08-15 13F 大西人寿保险公司 /can/ 125,948 3.68 8 0.00
2025-06-27 NP SUNAMERICA 系列信托 - SA MFS 马萨诸塞州投资者信托投资组合 1 级 88,897 17.41 5,426 21.71
2025-06-25 NP EQIN - 哥伦比亚可持续美国股票收益 ETF 7,474 52.91 456 58.89
2025-08-18 13F/A 韦斯特伍德控股集团公司 142,780 8.21 8,634 1.68
2025-07-16 13F 战略投资解决方案公司/伊利诺伊州 243 0.83 15 -6.67
2025-06-30 NP NSFJX - Natixis 可持续未来 2045 基金 N 类 175 7.36 11 11.11
2025-08-14 13F Qube研究与技术有限公司 311,293 140.72 18,824 126.21
2025-08-13 13F 帕纳戈拉资产管理公司 17,335 6.32 1,048 -0.10
2025-08-29 NP EPS - WisdomTree 美国大型基金 不适用 4,894 1.45 296 -4.84
2025-08-26 NP INGIX - Voya 美国股票指数投资组合 I 类 20,858 5.32 1,261 -1.02
2025-08-28 NP ONEY - SPDR Russell 1000 收益率焦点 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 40,282 5.36 2,436 -1.02
2025-08-12 13F APG 资产管理公司 275,709 96.65 14,203 70.04
2025-08-14 13F 普莱斯 T Rowe Associates Inc /md/ 369,774 1.15 22 -4.35
2025-08-14 13F 麦格理集团有限公司 177,019 1.71 10,704 -4.36
2025-06-27 NP RSPU - Invesco S&P 500 等权重公用事业 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 216,652 11.15 13,224 15.22
2025-08-12 13F 国家信托银行 500 30
2025-07-30 13F 罗曼·巴特勒·富勒顿公司 4,151 6.22 270 12.08
2025-07-08 13F 北卡罗来纳州韦伯斯特银行 36 2
2025-07-30 13F 帕西恩私人财富有限责任公司 6,565 0.29 397 -5.94
2025-08-14 13F 顾问操作系统有限责任公司 16,415 11.64 993 4.86
2025-08-07 13F 中央信托公司 942 57.00 57 47.37
2025-08-12 13F CIBC 私人财富集团有限责任公司 208,127 26.76 12,585 30.37
2025-06-30 NP NSFKX - Natixis 可持续未来 2050 基金 N 类 188 5.62 11 10.00
2025-07-25 13F 俄勒冈州公务员退休基金 22,129 0.45 1,338 -5.58
2025-08-27 NP RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 397 285.44 24 300.00
2025-05-27 NP FDL - 第一信托晨星股息领先指数基金 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 307,911 13.65 19,814 23.67
2025-08-29 NP MFUS - PIMCO RAFI 动态多因素美国股票 ETF 709 8.74 43 2.44
2025-07-14 13F 公园大道证券有限公司 4,949 0
2025-07-23 13F 德雷克联合有限责任公司 46,340 58.06 2,802 48.57
2025-07-25 NP SCHK - 嘉信 1000 指数 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 19,162 2.50 1,192 -1.16
2025-07-22 13F 梅里特金融集团有限责任公司 9,700 2.62 587 -3.62
2025-08-14 13F 舍布鲁克公园顾问有限公司 8,045 486
2025-07-29 13F 积极财富管理 8 0
2025-08-06 13F 里亚托财富管理有限责任公司 11 1
2025-08-07 13F 深刻顾问有限公司 12,914 27.76 781 20.00
2025-08-25 NP LVHD - 美盛低波动高股息 ETF 68,855 14.02 4,164 7.13
2025-08-14 13F Aster 资本管理(DIFC)有限公司 23,096 1,397
2025-08-14 13F 富国银行/百万 491,881 0.90 29,744 -5.18
2025-07-28 NP AVMC - Avantis 美国中型股票 ETF 1,246 52.70 78 48.08
2025-06-30 NP 景顺主动管理型交易所交易基金信托 - 景顺标普 500 等权重收益优势 ETF 7,337 0.69 448 4.20
2025-08-27 13F/A Squarepoint Ops LLC 355,063 282.52 21,471 259.45
2025-07-25 13F 海明顿财富管理 336 10.53 0
2025-07-28 NP SPXV - 标准普尔 500 前医疗保健 ETF 169 6.96 11 0.00
2025-08-14 13F Glenmede投资管理有限公司 22,640 1,369
2025-08-12 13F Trexquant 投资有限责任公司 20,787 1,257
2025-08-20 NP QMHIX - AQR 管理期货策略 HV 基金 I 类 Short -41,782 116.61 -2,527 103.55
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 475,089 0.52 29,565 -3.06
2025-08-13 13F Alerus 金融纳 84,450 5,107
2025-07-23 13F 戈德西和吉布事务所 374,229 0.17 22,630 -5.87
2025-04-28 13F 品尼高金融合作伙伴公司 6,759 44.45 435 57.25
2025-08-14 13F HRT金融有限责任公司 134,140 352.82 8 700.00
2025-06-26 NP CRQSX - 天主教责任投资股票指数基金机构股 42,200 104.85 2,576 112.46
2025-07-30 13F 惠蒂尔信托公司 2,941 68.93 178 58.04
2025-07-21 13F 美洲咨询服务有限责任公司 11 1
2025-07-15 13F 灰点有限责任公司 4,165 252
2025-07-29 NP PRUAX - PGIM Jennison 公用事业基金 A 类 730,509 34.06 45,460 29.28
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 146,547 0.17 9,120 -3.40
2025-06-26 NP FLRAX - Nuveen 大盘精选基金 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 6,671 70.09 407 113.09
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 5,673 4.67 343 -1.44
2025-07-29 NP LCIAX - Siit 大盘指数基金 - A 类 9,952 30.06 619 25.56
2025-06-27 NP SPVM - Invesco S&P 500 价值动量 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 5,786 28.81 353 33.71
2025-07-11 13F 米勒霍华德投资公司/纽约 24,744 5.56 1,496 -0.80
2025-06-23 NP MTUM - iShares Edge MSCI 美国动量因子 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 256,799 3.49 15,675 7.30
2025-08-14 13F Polymer资本管理(美国)有限责任公司 40,000 2,419
2025-08-04 13F 汉兹金融服务公司 157 2,516.67 0
2025-06-26 NP FEQHX - 富达对冲股票基金 18,394 37.35 1,123 42.39
2025-07-24 NP USCL - iShares 气候意识与转型 MSCI 美国 ETF 17,773 9.50 1,106 5.64
2025-07-29 13F TFC财务管理 1,412 0.07 85 -5.56
2025-08-14 13F Occudo 定量策略 Lp 12,578 761
2025-07-29 NP SDLAX - SIIT 动态资产配置基金 - A 类 6,775 13.39 422 9.35
2025-06-27 NP SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 6,747 6.82 412 10.78
2025-08-25 NP MFS 可变保险信托 - MFS 投资者信托系列初始类别 39,735 0.12 2,403 -5.91
2025-07-31 13F 城邦银行 72,395 0.62 4,378 -5.46
2025-08-25 NP MAINSTAY 基金信托副总裁 - MainStay 副总裁 MacKay S&P 500 指数投资组合初始类别 25,041 2.05 1,514 -4.06
2025-08-20 NP QMFNX - AQR MS 融合基金 N 类 Short -237 -14
2025-08-14 13F Point72(迪拜国际金融中心)有限公司 889 54
2025-07-17 13F LexAurum 顾问有限公司 7,220 61.27 437 51.39
2025-08-13 13F Virtus 投资顾问公司 2,834 11.44 171 4.91
2025-08-13 13F 古根海姆资本有限公司 100,866 0.57 6,099 -5.49
2025-08-25 NP MFS 可变保险信托 - MFS 公用事业系列初始类别 494,157 15.90 29,882 8.92
2025-08-14 13F 美国银行 /de/ 3,199,735 1.39 193,488 -4.72
2025-07-14 13F AdvisorNet 金融公司 1,845 0.16 112 -5.93
2025-06-24 NP 创新者 ETF 信托 - 创新者梯度战术轮换策略 ETF 11,847 1,921.67 723 2,026.47
2025-08-12 13F 少尉峰顾问公司 99,155 19.76 5,996 12.54
2025-07-28 13F Sagespring 财富合伙人有限责任公司 4,790 19.54 290 12.45
2025-08-11 13F HighTower 顾问有限责任公司 45,173 4.31 2,732 -1.97
2025-06-24 NP MXCCX - 联邦最大上限指数基金 C 类股票 This fund is a listed as child fund of Federated Hermes, 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 1,128 47.07 69 51.11
2025-08-14 13F ISAM 基金(英国)有限公司 49,561 2,997
2025-08-11 13F 野村资产管理有限公司 85,071 1.00 5,144 -5.09
2025-08-12 13F 爱荷华州财富顾问有限责任公司 9,652 0.01 584 -6.12
2025-08-14 13F 财务顾问网络公司 5,395 13.89 326 7.24
2025-07-24 13F 卡伦家族办公室有限责任公司 5,363 324
2025-08-08 13F 橡蓟有限责任公司 10,396 629
2025-07-25 NP FNDB - 嘉信基本美国广泛市场指数 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 6,135 1.71 382 -2.06
2025-08-08 13F Abc 套利 Sa 12,210 738
2025-08-08 13F 账户银行信托部 41,333 1.94 2,499 -4.22
2025-08-15 13F Captrust 财务顾问 12,289 4.01 743 -2.24
2025-08-13 13F 诚信合作伙伴有限责任公司 60,718 32.20 3,674 24.33
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 1,656 22.12 100 14.94
2025-08-14 13F USS投资管理有限公司 22,037 1,333
2025-07-30 13F 鲍嘉财富有限责任公司 208 13
2025-08-01 13F 雪松点资本合伙人有限责任公司 3,588 0.28 217 -6.09
2025-08-14 13F 萨斯奎哈纳投资组合策略有限责任公司 209,522 582.70 12,670 541.79
2025-08-27 NP JNL 系列信托 - JNL 多经理另类基金 (A) Short -723 -44
2025-08-14 13F LMR 合伙人律师事务所 9,512 72.88 575 62.43
2025-05-27 NP FFNJX - 公用事业投资组合初始类 11,900 766
2025-08-01 13F Envestnet资产管理公司 712,257 1.99 43,070 -4.15
2025-08-08 13F IMA 财富公司 3 0
2025-08-14 13F 科维茨投资集团合作伙伴有限责任公司 4,444 32.58 269 24.65
2025-08-07 13F 苏黎世州银行 (Zurcher Kantonalbank) 71,783 2.77 4,341 -3.43
2025-07-16 13F 圣日耳曼 DJ 公司 381 110.50 23 109.09
2025-07-25 13F 约翰逊投资顾问公司 1,924,229 2.77 116,358 -3.43
2025-08-29 NP DON - WisdomTree 美国中型股股息基金 不适用 495,327 0.52 29,952 -5.54
2025-08-13 13F 西北互助财富管理公司 33,166 19.47 2,006 12.26
2025-08-27 NP BBTSX - Bridge Builder 税务管理中小型股基金 116,233 2.86 7,029 -3.34
2025-08-12 13F 恒线顾问公司 558,788 2.32 33,790 -3.85
2025-07-30 13F LGT 财务顾问有限责任公司 118 0.85 7 0.00
2025-08-26 NP Profunds - Profunds 公用事业副总裁 10,170 51.86 615 42.79
2025-08-11 13F 布朗兄弟哈里曼公司 537 67.81 32 60.00
2025-08-22 NP MAGA - Point Bridge GOP 股票追踪 ETF 3,393 93.00 205 88.07
2025-08-12 13F 西北互助投资管理公司 8,195 0.42 496 -5.71
2025-08-28 NP FSMSX - FS 多策略另类基金 I 类 Short -5,234 -316
2025-08-18 13F 吉诺斯财富管理公司 1,475 17.44 89 11.25
2025-08-27 NP 高级系列信托 - Ast 资本增长资产配置投资组合 35,100 722.01 2,122 719.31
2025-08-28 NP XLU - 公用事业精选行业 SPDR 基金 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 3,876,952 2.52 234,439 -3.66
2025-05-27 NP MAINSTAY VP 基金信托 - MainStay VP 富达机构 AM 公用事业投资组合服务等级 35,800 2,304
2025-08-26 NP UDIV - 富兰克林 LibertyQ 全球股息 ETF 910 16.37 55 10.00
2025-08-27 NP SEASONS SERIES TRUST - SA 多管理中型价值投资组合 1 级 11,908 11.64 720 4.96
2025-08-14 13F 加拿大帝国商业银行世界市场公司 32,324 4.44 1,955 -1.86
2025-08-26 NP IRMAX - Voya RussellTM 中型股指数投资组合 ADV 级 20,980 2.16 1,269 -4.01
2025-07-18 13F 纯财务顾问公司 6,913 1.23 418 -4.78
2025-07-24 NP SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF 15,783 20.40 982 16.21
2025-08-27 NP VANGUARD 可变保险基金 - 股票指数投资组合 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 59,035 0.07 3,570 -5.98
2025-08-26 NP HLEIX - 摩根大通股票指数基金 I 类 56,330 0.43 3,406 -5.62
2025-07-15 13F 巴伦坦合作伙伴有限责任公司 3,940 238
2025-06-30 NP QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF 4,095 16.77 250 20.87
2025-08-14 13F Citadel 顾问有限公司 75,695 4,543.87 4,577 4,300.96
2025-08-14 13F 新英格兰资产管理公司 85,360 0.52 5,162 -5.55
2025-07-24 13F 拉米雷斯资产管理公司 52,376 48.90 3,167 39.95
2025-08-01 13F Y-Intercept (香港) 有限公司 22,552 57.06 1,364 47.51
2025-08-20 NP QSPIX - AQR 风格溢价另类基金 I 类 Short -28,493 71.03 -1,723 60.63
2025-07-22 13F 净值顾问小组 6,563 5.50 397 -1.00
2025-07-24 NP EUSA - iShares MSCI 美国等权重 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 42,136 17.27 2,622 13.11
2025-08-11 13F 德汇惠特尼信托有限责任公司 159,242 0.58 9,629 -5.48
2025-08-08 13F 马萨诸塞州金融服务公司 /ma/ 7,082,060 5.74 428,252 -0.64
2025-08-26 NP EQ ADVISORS TRUST - ATM 大盘波动率管理投资组合 K 级 12,493 0.08 755 -5.98
2025-06-25 NP VLPAX - Virtus Duff & Phelps 选择 MLP 和能源基金 A 类 21,632 70.01 1,320 76.23
2025-08-05 13F 斯卡伯勒顾问有限责任公司 456 28
2025-07-28 NP Invesco 交易所交易基金信托 II - Invesco S&P 500 High Dividend Growers ETF 1,102 101.09 69 94.29
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 6,197 7.46 375 0.81
2025-08-14 13F FIL有限公司 2,600 157
2025-08-12 13F CFC 规划有限公司 5,451 3.75 330 -2.66
2025-07-15 13F 俄亥俄州公共雇员退休制度 85,692 1.00 5,182 -5.09
2025-07-22 13F 麦克尔亨尼谢菲尔德资本管理有限责任公司 23,000 22
2025-08-26 NP QCEQRX - 股票指数账户类别 R1 125,547 7.81 7,592 1.31
2025-07-22 NP GUSA - 高盛 MarketBeta 美国 1000 股票 ETF 8,697 0.16 541 -3.39
2025-08-13 13F 琼斯金融公司有限责任公司 85,134 9.74 5,139 4.03
2025-08-12 13F 贝莱德公司 23,777,846 0.76 1,437,846 -5.32
2025-08-15 13F Kestra 咨询服务有限责任公司 14,324 9.92 866 3.34
2025-08-28 NP SPLG - SPDR(R) 投资组合大盘 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 352,543 11.67 21,318 4.94
2025-07-24 NP HNDRX - Horizon 定义风险基金投资者类别 3,915 8.06 244 4.29
2025-07-09 13F 捷克国家银行 62,789 6.54 3,797 0.11
2025-08-12 13F 维度基金顾问有限公司 1,330,395 1.61 80,448 -4.51
2025-08-13 13F 箭街资本有限合伙企业 619,887 77.27 37,485 66.58
2025-06-30 NP VT - Vanguard Total World Stock Index Fund ETF 股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 173,371 7.14 10,583 11.07
2025-06-25 NP EIPX - FT Energy Income Partners 策略 ETF 15,967 3.43 975 7.27
2025-06-23 NP PPSFX - 大型股价值基金 III R-3 6,268 10.16 383 14.03
2025-08-20 NP QMNIX - AQR 股票市场中性基金 I 类 Short -127,665 -12.10 -7,720 -17.41
2025-07-24 NP NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF 12 1
2025-08-12 13F SRS 资本顾问公司 61 4
2025-08-27 NP HCIGX - 机构成长股票投资组合 HC 战略股票 20,369 10.96 1,232 4.23
2025-07-28 13F Kiker 财富管理有限公司 1,216 74
2025-07-25 13F LRI 投资有限责任公司 134 8
2025-08-15 13F 石桥资本顾问有限责任公司 21,928 0.01 1,326 -6.03
2025-08-11 13F B.梅茨勒塞尔。索恩公司 82,913 6.09 5,013 -0.30
2025-05-15 13F 乐天投资管理公司 23,453 61.39 1,491 69.05
2025-08-15 13F Binnacle投资公司 65 8.33 4 0.00
2025-08-20 NP AQMIX - AQR 管理期货策略基金 I 类 Short -82,521 1.50 -4,990 -4.61
2025-08-13 13F 殖民地信托公司 / SC 3,428 13.59 207 6.70
2025-07-31 13F 卡内基资本资产管理有限责任公司 598,339 12.54 36,182 5.76
2025-07-28 NP UPW - ProShares Ultra 实用程序 2,461 10.41 153 6.99
2025-08-12 13F 科尔德斯特里姆资本管理公司 42,210 2.17 2,552 -3.99
2025-08-07 13F 声景财富顾问集团有限责任公司 3,844 1.53 232 -4.53
2025-08-13 13F Blueshift 资产管理有限责任公司 3,627 219
2025-08-27 NP Jnl 系列信托 - Jnl/mellon 公用事业部门基金 (a) 124,954 15.99 7,556 8.99
2025-08-27 NP 高级系列信托 - Ast 平衡资产配置投资组合 42,000 1,640.57 2,540 1,639.04
2025-07-28 NP VMSGX - 中型股战略增长基金 137,882 9.83 8,580 5.91
2025-08-12 13F 牧羊人财富管理有限公司责任有限公司 4,400 290
2025-08-07 13F 绞车咨询服务有限责任公司 89 1.14 5 0.00
2025-08-12 13F 嘉信理财投资管理公司 2,291,630 0.93 138,575 -5.16
2025-08-07 13F 肯彭资本管理公司 130,056 7,864
2025-06-30 NP XRMI - Global X S&P 500 风险管理收益 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., 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 263 12.88 16 23.08
2025-06-25 NP FTLS - First Trust 多头/空头股票 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 29,448 330.72 1,798 439.64
2025-08-14 13F/A 洛克菲勒资本管理有限责任公司 14,805 3.29 895 -2.93
2025-07-24 13F GFG 资本有限责任公司 40 2
2025-08-27 NP VIMSX - 先锋中盘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 5,670,997 2.59 342,925 -3.60
2025-07-24 13F IFP 顾问公司 9,779 4.49 591 -1.83
2025-08-12 13F Nuveen有限责任公司 8,365,495 32.62 505,861 25.12
2025-08-26 NP IVE - iShares S&P 500 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 406,517 2.22 24,582 -3.94
2025-08-20 NP QCFIX - AQR CVX 融合基金 I 类 Short -468 -28
2025-08-13 13F 韩国投资公司 146,874 15.67 8,881 8.70
2025-07-28 NP NBCR - Neuberger Berman 核心股票 ETF 7,736 39.56 481 34.73
2025-08-14 13F 加州教师退休制度 306,470 0.97 18,532 -5.11
2025-08-12 13F LPL 金融有限责任公司 737,297 15.18 44,584 8.24
2025-08-07 13F 中西部信托公司 3,799 230
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 369,110 9.18 22,970 5.29
2025-06-05 NP GTTMX - 定量美国总市场股票投资组合 0 -100.00 0 -100.00
2025-08-05 13F Simplex 贸易有限公司 Call 1,600 700.00 0
2025-08-26 NP GPIX - 高盛 S&P 500 核心溢价收入 ETF 5,034 70.59 304 60.85
2025-08-28 NP QUS - SPDR MSCI 美国StrategicFactors 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 11,953 4.92 723 -1.50
2025-08-26 NP IFRA - iShares 美国基础设施 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 327,000 19.10 19,774 11.91
2025-08-14 13F 联伯恩斯坦有限责任公司 730,852 27.35 44,195 19.67
2025-08-13 13F 纽约州共同退休基金 107,236 3.37 6 0.00
2025-08-13 13F 马歇尔·韦斯律师事务所 1,014,382 86.81 61,340 75.55
2025-07-24 13F 标准人寿安本有限公司 95,987 8.27 5,804 2.33
2025-06-04 NP MMNIX - 米勒市场中性收入基金 I 类 Short -10,100 53.03 -617 58.76
2025-09-11 NP 商业基金 - 中型价值基金股票 7,605 7.80 494 14.88
2025-07-28 NP NDGAX - Neuberger Berman 股息增长基金 A 类 14,350 893
2025-06-23 NP USMV - iShares Edge MSCI Min Vol USA 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 374,345 0.82 22,850 4.52
2025-07-29 13F 斯坦利拉曼集团有限公司 4,147 15.81 251 8.70
2025-08-14 13F 联信银行 57,421 0.59 3,472 -5.47
2025-08-25 13F/A 路博迈伯曼集团有限责任公司 1,723,579 4.16 104,225 -2.12
2025-08-13 13F 贝尔德金融集团有限公司 20,904 10.43 1,264 3.78
2025-06-26 NP TIGRX - TIAA-CREF 增长与收入基金机构类别 1,389,698 28.61 84,827 33.33
2025-07-28 NP SPXT - S&P 500 除科技 ETF 1,548 4.59 96 1.05
2025-08-14 13F Peak6有限责任公司 17,994 1,088
2025-08-14 13F 峰会步道顾问有限公司 6,995 423
2025-07-09 13F 新英格兰研究与管理公司 5,050 0
2025-06-23 NP PLFMX - 大型股标准普尔 500 指数基金 R-3 45,209 2.00 2,760 5.75
2025-08-12 13F 克利尔街市场有限责任公司 173 10
2025-06-26 NP KCXIX - Knights of Columbus 美国全盘指数基金 I 股 1,120 9.91 68 15.25
2025-07-30 NP GDE - WisdomTree高效金加股票策略基金 N/A 411 104.48 26 108.33
2025-08-28 NP ELDFX - ELFUN 多元化基金 Elfun 多元化基金 339 0.59 20 -4.76
2025-04-25 NP USCA - Xtrackers MSCI 美国气候行动股票 ETF 20,513 5.17 1,324 7.39
2025-08-28 NP Elevation Series Trust - RiverNorth Patriot ETF 268 16
2025-08-29 NP SOIUX - 美国精神公用事业基金机构股票 6,250 12.61 378 5.60
2025-08-13 13F 特鲁投资资本有限公司 203 1.00 12 0.00
2025-06-25 NP IMCV - iShares Morningstar 中盘价值 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 32,248 2.18 1,968 5.92
2025-08-04 13F 诚信联盟有限责任公司 6,006 2.97 363 -3.20
2025-08-27 NP VIVAX - 先锋价值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 2,276,091 0.80 137,635 -5.28
2025-08-14 13F 萨斯奎哈纳国际集团有限责任公司 45,121 103.47 2,728 91.17
2025-08-14 13F 萨斯奎哈纳国际集团有限责任公司 Put 7,600 26.67 460 18.91
2025-08-12 13F 美国世纪公司 51,164 2.97 3,094 -3.25
2025-07-08 13F 梯度投资有限责任公司 3,890 235
2025-08-12 13F 玛丽埃塔投资合伙公司 30,574 416.10 1,849 385.04
2025-08-14 13F 萨斯奎哈纳国际集团有限责任公司 Call 31,800 140.91 1,923 126.38
2025-08-12 13F 摩根大通公司 1,457,776 56.36 88,155 46.94
2025-07-17 13F 全球信托资产管理有限责任公司 500 30
2025-08-04 13F 奎克财富管理有限责任公司 7 0
2025-08-12 13F 巴尔盖纳公司 601,302 26.83 36,361 19.18
2025-07-24 NP ONEQ - 富达纳斯达克综合指数跟踪股票 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 59,001 0.49 3,672 -3.09
2025-08-28 NP MMTM - SPDR S&P 1500 动量倾斜 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 1,100 44.74 67 37.50
2025-06-26 NP QRFT - QRAFT AI 增强型美国大盘 ETF 73 4
2025-07-18 13F 影响资本合伙公司 4,238 0.57 256 -5.54
2025-07-11 13F 阿塞纳贡资产管理公司 76,738 1,331.15 4,640 1,244.93
2025-09-04 13F/A 顾问集团控股公司 114,428 22.84 6,923 15.42
2025-08-05 13F 新方资本有限责任公司 28 86.67 2
2025-08-14 13F 霍华德休斯医学院 55 3
2025-08-14 13F 信托信托公司 13,466 1.25 814 -4.80
2025-08-28 NP TPHD - 蒂莫西计划高股息股票 ETF 63,980 15.24 3,869 8.29
2025-08-14 13F 千禧管理有限公司 1,204,264 1,945.74 72,822 1,822.41
2025-07-29 13F LMG 财富合作伙伴有限责任公司 28,691 0.20 1,735 -5.86
2025-08-26 NP EQ ADVISORS TRUST - EQ/MFS 公用事业系列投资组合 IB 级 96,201 18.28 5,817 11.16
2025-08-26 NP VVIPX - Voya VACS 指数 S 系列投资组合 19,592 0.40 1,185 -5.66
2025-08-15 13F 糖枫资产管理有限公司 20,103 1,216
2025-08-14 13F 双山资本有限责任公司 13,553 820
2025-08-14 13F 维登咨询有限责任公司 12,150 94.65 735 83.04
2025-07-28 NP VCGAX - 成长与收益基金 5,457 63.04 340 57.67
2025-07-17 13F/A 资本投资顾问有限责任公司 6,041 0.10 365 -5.93
2025-08-13 13F 约翰逊金融集团公司 4,148 15.22 251 8.23
2025-08-28 NP SSEYX - 道富股票 500 指数 II 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 92,400 22.38 5,587 15.01
2025-08-07 13F Hennion & Walsh 资产管理公司 33,177 3.03 2,006 -3.19
2025-08-13 13F 莫顿社区银行 64,426 2.70 3,896 -3.49
2025-08-14 13F 瑞银资产管理美洲公司 1,762,468 1.20 106,576 -4.90
2025-08-26 NP JXI - iShares 全球公用事业 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 24,834 7.53 1,502 1.01
2025-07-30 13F 皮腾格与安德森公司 4,201 0.45 254 -5.58
2025-08-14 13F 沃伦·艾弗里特资产管理有限责任公司 6,435 3.16 389 -2.99
2025-07-21 13F 轩尼诗顾问公司 38,050 26.62 2,301 18.99
2025-07-16 13F 巴顿基金管理公司 3,626 219
2025-08-08 13F 乌龟投资管理有限公司 1,131 3.29 68 -2.86
2025-08-28 NP 指数 - S&P 500(R) 等权重空载股 657 2.34 40 -4.88
2025-06-25 NP FXU - First Trust Utilities 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 393,012 335.18 23,989 351.18
2025-06-26 NP ACWI - iShares MSCI ACWI 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 73,176 16.71 4,467 21.00
2025-07-31 13F 惠普伍德顾问有限公司 13 225.00 1
2025-06-26 NP DXUV-美国维度矢量股票 ETF 1,397 0.87 85 4.94
2025-08-29 NP GAUAX - Gabelli 公用事业基金 A 类 172,550 0.29 10,434 -5.75
2025-08-01 13F 阿什顿托马斯私人财富有限责任公司 3,796 230
2025-06-26 NP DCOR - 维度美国核心股票 1 ETF 14,734 51.77 899 57.44
2025-06-26 NP DFAC - 维度美国核心股票 2 ETF 189,847 4.60 11,588 8.44
2025-07-22 13F UniSuper管理有限公司 36,868 2.89 2,229 -3.30
2025-07-18 13F 信托金融公司 30,209 3.25 1,827 -2.98
2025-08-01 13F 瑞穗证券美国有限公司 17,756 1,074
2025-08-25 NP 美国互助投资公司 - Catholic Values Index 基金类别 39 2.63 2 0.00
2025-08-11 13F 经验金融有限责任公司 8,998 0.68 544 -5.39
2025-08-27 NP SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 1,156 5.76 70 -1.43
2025-05-15 13F 德克萨斯州永久学校基金 28,421 1,735
2025-07-29 NP SIXL - 6 Meridian 低 Beta 股票策略 ETF 12,853 7.64 800 30.13
2025-08-08 13F SG美洲证券有限责任公司 27,220 203.66 2
2025-08-04 13F 俄亥俄州 44,132 23.83 2,669 16.35
2025-08-05 13F 西区投资管理公司 111 7
2025-08-06 13F 第一地平线顾问公司 516 84.95 31 82.35
2025-08-14 13F 道富银行 16,734,438 2.14 1,011,931 -4.02
2025-07-25 NP SCHV - 嘉信美国大盘价值 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 129,475 0.83 8,057 -2.76
2025-07-31 13F 财通国际资产管理有限公司 190 11
2025-06-26 NP ETTOX - E*TRADE 免费总市场指数基金 74 5
2025-07-31 13F 尼萨投资顾问有限公司 197,193 0.13 11,924 -5.91
2025-08-13 13F 连续咨询有限责任公司 9,006 696.99 545 655.56
2025-07-03 13F 信托金融集团有限责任公司 4,161 3.84 255 5.81
2025-07-29 NP EBI-长景优势ETF 3,416 9,660.00 213 10,500.00
2025-07-25 NP FNDX - 嘉信基本面美国大型公司指数 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 129,951 1.21 8,087 -2.40
2025-07-09 13F 繁荣财富管理有限责任公司 8,109 0.37 490 -5.59
2025-06-26 NP 贝莱德 ETF 信托 - 贝莱德美国行业轮动 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 214 143.18 13 160.00
2025-07-24 13F 罗纳德·布鲁信托公司 15,014 10.96 908 4.25
2025-07-18 13F PFG 投资有限责任公司 19,206 0.12 1,161 -5.92
2025-04-24 NP 贝莱德基金 - 贝莱德基础设施可持续机会基金投资者 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 3,638 20.03 235 22.51
2025-08-27 NP VANGUARD 可变保险基金 - 中型股指数投资组合 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 91,176 1.70 5,513 -4.42
2025-08-14 13F 地平线投资有限责任公司 4,057 10.18 243 3.85
2025-08-28 NP CBHAX - 胜利市场中性收益基金 A 类 111,338 4.21 6,733 -2.08
2025-08-14 13F 伍德莱合伙公司 27,785 28.17 1,680 20.43
2025-03-27 NP PTLC - Pacer Trendpilot 美国大盘 ETF 17,585 10.27 1,035 16.69
2025-08-14 13F 高盛集团公司 1,154,917 6.49 69,838 0.07
2025-08-14 13F 威斯康星州投资委员会 247,245 13.91 14,951 7.04
2025-08-13 13F 尼科莱特咨询服务有限公司 5,114 1.03 335 9.87
2025-08-12 13F 神秘资产管理公司 5,266 478
2025-06-18 NP 全国共同基金 - 全国基本全盘股票投资组合 R6 级 41,769 40.37 2,550 45.49
2025-08-14 13F 布雷文·霍华德资本管理有限责任公司 19,790 1,197
2025-07-25 13F 正义投资有限责任公司 38,838 20.25 2,349 12.99
2025-07-29 13F 北欧联合银行投资管理公司 13,244 4.56 798 -2.21
2025-07-10 13F 三井住友DS资产管理有限公司 35,943 23.16 2,173 15.77
2025-07-25 13F 红杉财务顾问有限责任公司 19,370 1,171
2025-08-14 13F 水手有限责任公司 51,546 18.03 3,117 10.93
2025-08-14 13F CIBC 资产管理公司 202,848 28.21 12,266 20.66
2025-06-25 NP ILCV - iShares Morningstar 大盘价值 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 10,648 0.40 650 4.01
2025-08-15 13F 摩根士丹利 3,495,284 0.90 211,360 -5.18
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 10,098 0.41 611 -5.72
2025-08-14 13F Adage 资本合伙人有限公司 385,308 0.29 23,300 -5.76
2025-08-28 NP QCSTRX - 股票账户类别 R1 3,662,897 1.56 221,495 -4.56
2025-07-07 13F Versant 资本管理公司 188 89.90 11 83.33
2025-08-14 13F 第一集团贸易有限公司 Call 200 100.00 12 100.00
2025-08-06 13F 韦德布什证券公司 8,403 15.97 1
2025-08-08 13F 新泽西州警察和消防员退休系统 38,837 4.79 2,348 -1.55
2025-08-14 13F 全新世顾问有限合伙人 206,297 137.23 12,475 122.95
2025-08-05 13F 亨廷顿国家银行 8,986 3.94 543 -2.34
2025-08-12 13F 路石控股有限责任公司 31,798 6.36 1,923 0.73
2025-07-28 NP XRLV - Invesco S&P 500 除息敏感低波动性 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 7,937 24.17 494 19.66
2025-08-14 13F 货币概念资本公司 71,394 2.81 4,317 -3.38
2025-08-13 13F 景顺有限公司 4,865,114 4.97 294,193 -1.35
2025-08-06 13F 科技银行/pa 7 0
2025-06-23 NP IYY - iShares 道琼斯美国 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 10,938 1.90 668 5.54
2025-08-12 13F Legal & General 集团有限公司 2,368,752 6.75 143,238 0.31
2025-07-11 13F 银橡树证券公司 4,182 2.37 253 -2.70
2025-06-18 NP REUYX - Y 类可持续股票基金 0 -100.00 0 -100.00
2025-06-25 NP DIVB - iShares 美国股息和回购 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 4,820 17.91 294 22.50
2025-08-14 13F/A 斯科波斯实验室有限公司 923 206.64 56 189.47
2025-07-18 13F 巴特利特财富管理有限公司 494 81.62 30 70.59
2025-08-08 13F 基金会投资顾问有限责任公司 6,264 379
2025-07-10 13F 财富增值咨询服务有限公司 68,459 4.38 4,212 -0.19
2025-08-08 13F 认可投资者公司 4,000 7.44 242 0.84
2025-08-27 NP RYTTX - 标准普尔 500 2x 策略基金 A 832 1.59 50 -3.85
2025-08-13 13F VestGen Advisors, LLC 4,954 300
2025-08-14 13F 海特对冲资产管理有限责任公司 432,450 45.39 26,150 36.62
2025-07-07 13F RDA金融网络 9,028 9.78 546 3.02
2025-06-30 NP PBP - Invesco S&P 500 BuyWrite 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 775 20.90 47 27.03
2025-08-28 NP AXMNX - Acclivity 中盘多风格基金 Acclivity 中盘多风格 N 股 154 15.79 9 12.50
2025-07-31 13F 剑桥投资研究顾问公司 97,991 5.49 6 0.00
2025-06-27 NP PUI - Invesco DWA 公用事业动量 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 31,094 57.57 1,898 63.39
2025-08-12 13F 全球退休合作伙伴有限责任公司 3,182 26.82 192 29.73
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 13,753 4.05 832 0.73
2025-06-24 NP SWLVX - 嘉信美国大盘价值指数基金 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 8,222 2.51 502 6.14
2025-08-01 13F 纽约人寿投资管理有限公司 35,371 1.77 2,139 -4.38
2025-08-13 13F 斑眼贸易有限责任公司 Call 81,000 40,400.00 4,898 40,716.67
2025-06-26 NP 贝莱德中型股股息系列有限公司 - 贝莱德中型股股息基金投资者 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 85,779 3.97 5,236 7.78
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 130,364 0.85 7,883 -5.23
2025-07-14 13F 伽玛投资有限责任公司 19,013 9.83 1,150 3.14
2025-06-27 NP UTES - Virtus Reaves 公用事业 ETF 134,205 2,493.33 8,192 3,163.35
2025-07-17 13F 莫斯亚当斯财富顾问有限责任公司 3,805 4.85 230 -1.29
2025-08-13 13F 斑眼贸易有限责任公司 Put 300 200.00 18 200.00
2025-08-20 NP QLFIX - AQR LSE 融合基金 I 类 Short -153 -9
2025-08-05 13F 普兰特莫兰财务顾问有限责任公司 455 28
2025-06-26 NP AMTAX - AB 所有市场实际回报投资组合 A 类 5,393 329
2025-07-28 NP MSLC - 摩根士丹利 Pathway 大盘股 ETF 9,088 8.76 566 4.82
2025-08-14 13F 韦克斯福德资本有限责任公司 41,852 99.89 2,531 87.82
2025-08-14 13F EP 财富顾问公司 5,554 72.81 336 62.62
2025-08-27 13F/A 布林克资本投资有限公司 82,219 12.28 4,972 5.50
2025-08-08 13F KBC 集团 24,515 48.92 1 0.00
2025-08-27 NP SSPY - 分层大盘指数 ETF 1,435 23.71 87 16.22
2025-08-22 NP XAOKX - 指数 500 投资组合初始类别 83,091 0.33 5,025 -5.72
2025-08-20 NP QHFRX - AQR MS Fusion HV 基金 R6 类 Short -262 -16
2025-06-26 NP DFAU - 维度美国核心股票市场 ETF 42,679 10.31 2,605 14.35
2025-08-22 NP FIMVX - 富达中盘价值指数基金 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 41,501 43.19 2,510 34.53
2025-07-30 13F 克林曼联合有限责任公司 5,179 0.47 313 -5.44
2025-06-30 NP CATH - Global X S&P 500 Catholic Values ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., 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 4,738 3.16 289 7.04
2025-07-30 13F 内华达州惠蒂尔信托公司 2,171 9.70 131 3.15
2025-08-14 13F 能源收入合作伙伴有限责任公司 765,664 0.06 46,300 -5.98
2025-08-12 13F MAI资本管理 1,064 130.80 64 120.69
2025-07-28 NP SPLV - Invesco S&P 500 低波动性 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 1,396,741 15.99 86,919 11.86
2025-08-26 NP IUSV - iShares 核心标普美国价值 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 206,292 0.85 12,474 -5.23
2025-08-01 13F 詹尼森联合有限公司 721,531 34.18 43,631 26.09
2025-08-07 13F Parkside 金融银行与信托 690 22.34 42 13.89
2025-08-08 13F 福斯塔·阿普丰登 63,500 0.95 3,840 -5.14
2025-08-14 13F Xponance公司 52,455 41.41 3,172 32.84
2025-08-13 13F 麦肯齐金融公司 25,889 2.53 1,566 -3.63
2025-08-08 13F 宾夕法尼亚州公立学校就业重新注册系统 539,775 10.37 32,640 3.72
2025-07-15 13F 道明私人客户财富有限责任公司 557 6.91 34 0.00
2025-08-07 13F 艾迪生顾问有限责任公司 3,721 2.62 225 -3.43
2025-07-28 NP UPRO - ProShares UltraPro S&P500 13,077 14.93 814 10.76
2025-06-25 NP SPRAX - Pgim Qma 中盘价值基金 A 类 17,000 1,316.67 1,038 1,687.93
2025-08-25 NP 纽约人寿投资副总裁基金信托 - NYLI 副总裁 MFS 投资者信托投资组合服务类 59,644 12.91 3,607 6.09
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 117,274 1.35 7,158 5.08
2025-08-28 NP Nuveen 多元资产收益基金 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 9,804 2.81 593 -3.43
2025-08-29 NP Aim 可变保险基金(景顺可变保险基金)- Invesco Vi 等权重标普 500 基金系列 I 15,535 6.36 939 0.00
2025-08-28 NP TPLC - Timothy Plan 美国大盘核心 ETF 25,763 3.39 1,558 -2.87
2025-08-13 13F 德克萨斯州雇员退休制度 2,108 0
2025-08-13 13F NEOS投资管理有限责任公司 17,261 26.09 1,044 18.52
2025-07-07 13F Nova财富管理有限公司 30 400.00 2
2025-08-14 13F 多伦多道明银行 108,010 19.07 6,531 11.89
2025-07-29 NP John Hancock Funds II - 美国行业轮换基金类别资产净值 25,970 4.98 1,616 1.25
2025-07-25 13F 斯蒂芬斯咨询有限公司 8 0
2025-08-26 NP 主要投资组合 - 标准普尔 500 指数主要投资组合 246,036 3.05 14,878 -3.17
2025-08-11 13F 罗斯柴尔德投资有限公司 140 37.25 8 33.33
2025-08-13 13F 帕克沃斯财富管理有限公司 10 66.67 1
2025-07-21 13F 未来资产环球投资有限公司 32,138 9.05 1,943 3.74
2025-07-29 NP VRNIX - Vanguard Russell 1000 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 39,065 6.14 2,431 2.40
2025-08-07 13F 野山羊财富顾问 5,133 310
2025-08-08 13F 资本投资咨询服务有限责任公司 1,462 88
2025-07-29 NP VOOV - Vanguard S&P 500 价值指数基金 ETF 股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 59,535 0.46 3,705 -3.14
2025-06-24 NP 创新者 ETF 信托 - 创新者股票管理场内 ETF 27,837 18.50 1,699 22.85
2025-08-14 13F 未来资产全球ETFS控股有限公司 74,419 34.30 4,500 26.23
2025-08-12 13F 基石财富管理有限责任公司 4,402 0.05 266 -6.01
2025-06-26 NP DFUS - 维度美国股票 ETF 70,217 16.94 4,286 21.24
2025-07-16 13F 奥格合作伙伴有限责任公司 40 2
2025-06-25 NP EMLP - 第一信托北美能源基础设施基金 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 538,625 2.01 32,878 5.75
2025-08-07 13F 肯塔基州教师退休制度 20,106 1.49 1 0.00
2025-08-12 13F 东京海洋资产管理有限公司 8,755 10.46 529 3.73
2025-08-14 13F 魁北克加丁储蓄银行联合会 5,309 3.96 321 -2.13
2025-05-30 NP STXD - Strive 1000 股息增长 ETF 824 4.44 53 15.22
2025-07-29 13F 芝加哥合伙人投资集团有限责任公司 4,654 302
2025-07-30 NP FSAKX - 战略顾问美国全股票基金 1,575 98
2025-07-25 NP SCHX - 嘉信美国大盘 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 255,881 0.88 15,923 -2.71
2025-06-30 NP NSFMX - Natixis 可持续未来 2060 基金 N 类 132 7.32 8 14.29
2025-08-04 13F 联合银行 50,875 2.18 3 0.00
2025-08-25 NP FAN - First Trust 全球风能 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 46,070 12.90 2,786 6.10
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 8,274,467 1.86 500,357 -4.28
2025-07-24 NP ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 16 1
2025-07-09 13F 鲍曼公司 5,707 0.25 345 -5.74
2025-08-12 13F 三菱日联证券美国公司 5,693 25.31 344 17.81
2025-08-06 13F 萨凡特资本有限责任公司 16,528 3.63 999 -2.63
2025-08-05 13F 密歇根州退休系统 69,859 0.29 4,224 -5.76
2025-08-06 13F 瑞索纳资产管理有限公司 102,337 8.68 6,187 2.26
2025-08-07 13F 康纳克拉克伦投资管理有限公司 204,616 51.26 12,373 42.15
2025-07-31 13F/A 亚飞财富 18 20.00 0
2025-06-27 NP SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 16,554 0.24 1,010 3.91
2025-08-11 13F 阿尔卑斯顾问公司 7,144 432
2025-07-28 13F 港口投资公司 81,179 2.39 4,909 -3.80
2025-06-26 NP TIEIX - TIAA-CREF 机构类别股票指数基金 232,775 10.38 14,209 14.43
2025-08-14 13F CoreCap 顾问有限责任公司 869 251.82 53 246.67
2025-07-29 NP VRVIX - Vanguard Russell 1000 价值指数基金机构股票 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 137,747 8.94 8,572 5.05
2025-08-14 13F 匡蒂诺资本管理有限公司 58,133 26.59 3,515 18.95
2025-05-05 13F 林布鲁克资本有限公司 3,301 1,074.73 212 1,225.00
2025-08-08 13F 三菱日联信托银行 142,661 1.71 8,627 -4.42
2025-08-14 13F 简街集团有限责任公司 191,744 224.03 11,595 204.54
2025-08-14 13F 柯罗尼集团有限责任公司 4,368 264
2025-08-14 13F 简街集团有限责任公司 Call 9,100 550
2025-08-07 13F 商业银行 31,402 1.41 1,899 -4.72
2025-07-15 13F 毅力家族办公室有限责任公司 105 69.35 6 100.00
2025-07-23 13F RMG财富管理有限责任公司 9,108 586
2025-07-10 13F 交易所交易概念有限公司 14,412 1.36 871 -4.70
2025-08-14 13F 瑞银集团 Call 479,400 0.19 28,989 -5.85
2025-08-12 13F 巴罗·汉利·莫威尼与施特劳斯有限公司 415 10.08 25 4.17
2025-08-04 13F 尖峰财富管理 1,037 0.29 63 -6.06
2025-06-23 NP 规模 - iShares Edge MSCI 美国规模因子 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 10,276 7.53 627 11.57
2025-08-13 13F 阿蒙迪 299,037 9.01 18,169 2.13
2025-06-24 NP 创新者ETF信托 - 创新者股票溢价收益 - 每日看跌期权ETF 14 1
2025-08-27 NP Jnl 系列信托 - Jnl/mfs 中盘价值基金 Jnl/mfs 中盘价值基金 (a) 288,283 1.04 17,432 -5.05
2025-08-05 13F 机械资本公司 15,356 50.08 929 41.03
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 309,115 7.00 18,692 0.55
2025-08-06 13F 联邦股权服务有限公司 124,598 5.57 8 0.00
2025-08-05 13F 希尔斯银行信托公司 50,244 13.55 3,038 6.71
2025-08-12 13F 顾问资产管理公司 35,147 4.42 2,125 -1.85
2025-07-29 13F 科辛斯基资产管理公司 17,138 0.66 1,036 -5.39
2025-08-14 13F BTG Pactual 资产管理美国有限责任公司 129,848 7,852
2025-08-11 13F 先锋集团公司 33,303,702 1.47 2,013,875 -4.65
Other Listings
DE:AY1 €54.50
US:LNT US$64.84
GB:0HCT US$64.43
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista