MX:KD / Kyndryl Holdings, Inc. - 机构投资人持股 - 买家

肯德尔控股公司
MX ˙ BMV ˙ US50155Q1004
机构和基金投资人持股 - 买家

在肯德尔控股公司中开设新头寸的主要持有者包括 XFBRX - 中型投资组合投资者类别, FMCSX - 富达中盘股票基金, 前沿资本管理有限公司, FMCDX - 富达顾问选股中盘基金 A 类, FIIAX - 富达顾问中型 II 基金 A 类, FSMVX - 富达中型价值基金, 波士顿合作伙伴, Thrivent 核心基金 - Thrivent 核心小盘价值基金, FNKFX - 富达中型股票 K6 基金, Fieldview 资本管理有限公司, Candriam 卢森堡 SCA, FELC - 富达增强型大盘核心 ETF, IWP - iShares Russell 中型成长 ETF, FFLC - 富达新千年 ETF, JHMM - 约翰汉考克多因素中型 ETF, USVM - VictoryShares USAA MSCI 美国小盘股价值动量 ETF, IWF - iShares Russell 1000 Growth ETF, CLSE - 融合多/空股票 ETF, Guardian 可变产品信托 - Guardian Select 中盘核心 VIP 基金, 和 资本基金管理公司 .

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
(%)
2025-05-23 NP NXTV-简化下一个无形价值指数 ETF 119 36.78 4 0.00
2025-03-27 NP PAMC - Pacer Lunt MidCap 多因子交流发电机 ETF 31,660 200.09 1,202 324.38
2025-08-19 NP GARTX - 高盛绝对回报跟踪基金 A 类 4,610 66.49 193 124.42
2025-06-23 NP MDPIX - 中型深度投资者类别 855 23.91 28 3.85
2025-06-26 NP KCXIX - Knights of Columbus 美国全盘指数基金 I 股 1,008 5.88 33 -11.11
2025-07-31 13F 奎斯特合作伙伴有限责任公司 9,093 371.14 382 535.00
2025-07-29 NP VFMF - Vanguard 美国多因素 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 22,899 68.47 894 72.73
2025-08-12 13F 美国世纪公司 838,277 36.70 35,174 82.67
2025-06-26 NP Thrivent 核心基金 - Thrivent 核心小盘价值基金 151,426 4,909
2025-08-19 13F 德洛斯财富顾问有限责任公司 420 18
2025-06-26 NP DXUV-美国维度矢量股票 ETF 3,702 21.34 120 4.35
2025-08-06 13F 大西洋联合银行股份公司 1,431 60
2025-08-14 13F 维维恩基金管理有限责任公司 92,813 1,069.67 3,894 1,463.86
2025-08-13 13F 加州公务员退休制度 402,707 14.25 16,898 52.67
2025-08-26 NP Profunds - Profunds 中型价值副总裁 733 11.74 31 50.00
2025-08-22 NP XFBRX - 中型投资组合投资者类别 1,619,900 67,971
2025-08-01 13F 莫特利愚人资产管理有限责任公司 6,314 265
2025-07-31 13F 尼萨投资顾问有限公司 117,012 15.24 4,910 53.98
2025-07-11 13F 远远财务顾问有限责任公司 5,345 251.88 224 366.67
2025-08-14 13F Principia 财富咨询有限公司 8 700.00 0
2025-08-12 13F 科尔德斯特里姆资本管理公司 7,933 4.86 333 40.08
2025-06-30 NP RSMC - 洛克菲勒美国中小型股ETF 376,640 4.99 12,211 -10.33
2025-08-29 NP STXG-Strive 1000 成长 ETF 496 2.69 21 33.33
2025-08-22 NP FCNTX - 富达对冲基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,501,312 34.88 104,955 80.25
2025-08-28 NP IWP - iShares Russell 中型成长 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 107,345 4,504
2025-06-30 NP NSFFX - Natixis 可持续未来 2030 基金 N 类 207 13.11 7 0.00
2025-08-22 NP DFVE-DoubleLine财富500指数等权重ETF 869 8.22 36 44.00
2025-08-06 13F 石屋投资管理有限公司 12 140.00 1
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 5,168 6.98 217 43.05
2025-08-14 13F 货币概念资本公司 53,628 79.54 2,250 140.13
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 89,506 64.96 2,902 40.89
2025-07-29 NP IVOO - Vanguard S&P Mid-Cap 400 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 346,092 6.10 13,511 8.78
2025-08-14 13F SummitTX Capital,LP 12,177 511
2025-03-31 NP 创新者 ETF 信托 - 创新者美国小型股管理式 ETF 1,282 232.12 49 500.00
2025-08-12 13F 创始者有限公司 5,007 210
2025-08-12 13F 新常春藤资本管理公司 35,011 1,469
2025-08-21 NP LIONX - Issachar 基金 N 类股票 8,900 373
2025-08-08 13F 毕尔巴鄂比斯开阿根廷银行 17,080 21.02 716 61.63
2025-08-14 13F 瑞银资产管理美洲公司 1,122,850 53.17 47,115 104.68
2025-07-25 NP CZMVX - 多经理价值策略基金机构类 62,996 1,741.99 2,459 1,791.54
2025-07-18 13F 信托金融公司 21,115 9.04 886 45.56
2025-08-12 13F 维度基金顾问有限公司 4,427,592 3.17 185,770 37.86
2025-08-11 13F 环球保险及服务有限公司 46,804 16.87 1,964 56.17
2025-08-11 13F 安比银行 7,574 8.00 318 44.09
2025-08-26 NP GEIZX - 成长股票指数基金投资者 239 10
2025-08-12 13F EAM 投资者有限责任公司 129,147 4.06 5,419 39.09
2025-08-29 NP JAFVX - 战略股权配置信托系列资产净值 37,991 0.47 1,594 34.29
2025-06-17 NP MMSMX - 多管理人美国小型股票基金 P 类股票 67,037 4.70 2,173 -10.58
2025-08-27 NP TSME - Thrivent 中小盘 ESG ETF 398,793 45.62 16,733 94.59
2025-07-08 13F 利夫斯伯格财务咨询 50 2
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 34,967 6.14 1,365 8.85
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 39,278 1.45 1,273 -13.34
2025-08-14 13F 科维茨投资集团合作伙伴有限责任公司 6,531 274
2025-08-08 13F Geode资本管理有限公司 4,277,559 5.01 179,515 40.30
2025-08-07 13F 艾迪生顾问有限责任公司 656 7.01 28 42.11
2025-08-13 13F 琼斯金融公司有限责任公司 19,708 52.59 817 102.23
2025-08-13 13F 资本基金管理公司 Call 14,700 617
2025-08-13 13F 资本基金管理公司 Put 29,700 1,246
2025-04-30 13F 索福斯投资公司 80 400.00 3
2025-08-14 13F 瑞银集团 1,352,395 93.34 56,746 158.36
2025-08-14 13F 法国巴黎银行套利公司 324,984 151.52 13,636 236.11
2025-08-06 13F 彭塞拉资本管理有限公司 260,494 11
2025-08-14 13F 斯坦斯伯里资产管理有限公司 10,425 437
2025-07-31 13F 奥本海默公司 25,994 1,091
2025-08-07 13F Parkside 金融银行与信托 961 0.84 40 37.93
2025-07-14 13F 蛋白石财富顾问有限责任公司 883 1.85 37 37.04
2025-07-16 13F 圣日耳曼 DJ 公司 668 135.21 28 250.00
2025-08-29 13F 全面投资管理公司 208 9
2025-08-04 13F 奎克财富管理有限责任公司 12 1
2025-08-01 13F 融合投资伙伴有限责任公司 62,559 2,625
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 34,515 2.45 1,448 36.99
2025-06-26 NP FOCSX - 富达小盘成长 K6 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 762,551 7.25 24,722 -8.40
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 12,257 7.11 514 43.18
2025-08-22 NP FEAC - 富达增强型美国全市值股票 ETF 104 14.29 4 100.00
2025-08-13 13F Edgestream 合伙人有限合伙人 194,620 377.74 8,166 538.47
2025-07-23 13F 流利金融有限责任公司 17,464 733
2025-07-29 13F 维奥利奇资本管理公司 4,770 200
2025-08-06 13F 里亚托财富管理有限责任公司 28 1
2025-07-29 NP CLSE - 融合多/空股票 ETF 55,277 2,158
2025-08-14 13F 第一集团贸易有限公司 2,710 114
2025-08-07 13F Readystate资产管理有限公司 10,205 428
2025-08-07 13F/A 全球清洁有限责任公司 774 5.45 32 39.13
2025-08-07 13F 阿卡迪亚资产管理有限公司 44,222 2
2025-08-27 NP Brighthouse Funds Trust I - Brighthouse 小盘价值投资组合 A 类 232,542 0.74 9,757 34.64
2025-06-26 NP FSMVX - 富达中型价值基金 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 259,600 8,416
2025-07-28 NP AVLV - Avantis 美国大盘价值 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 479,636 55.08 18,725 58.99
2025-07-29 NP SMXAX - SIIT 扩展市场指数基金 - A 类 35,900 8.13 1,402 10.84
2025-08-22 NP FNIAX - 富达顾问新见解基金 A 类 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 252,190 35.51 10,582 81.09
2025-08-12 13F 博雷尔资本管理有限公司 67 3
2025-08-11 13F 美国信安证券公司 1,307 361.84 55 500.00
2025-08-01 13F Y-Intercept (香港) 有限公司 91,286 3,830
2025-08-27 NP SEASONS SERIES TRUST - SA 多管理中型成长投资组合 1 级 306 13
2025-05-15 13F 牛津资产管理公司 10,869 341
2025-06-26 NP FWWFX - 富达环球基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,239,000 198.22 72,588 154.70
2025-04-25 13F 斯莫尔伍德财富投资管理有限公司 48 2
2025-08-13 13F 亚利桑那州退休系统 67,909 1.93 2,849 36.19
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 122,133 8.88 4,768 11.64
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 110,492 1.45 3,582 -13.35
2025-08-04 13F 阿拉巴马州退休制度 284,406 0.42 11,934 34.18
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 1,270,365 0.71 49,595 3.25
2025-07-30 13F 论坛财务管理有限合伙人 7,942 10.83 333 48.00
2025-07-16 13F 签名有限责任公司 3,970 156.79 167 245.83
2025-08-08 13F 新泽西州警察和消防员退休系统 89,040 8.17 3,736 44.58
2025-08-12 13F 嘉信理财投资管理公司 1,814,798 0.08 76,149 33.74
2025-06-26 NP FNKFX - 富达中型股票 K6 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 151,000 4,895
2025-07-14 13F 伽玛投资有限责任公司 4,590 6.20 193 42.22
2025-08-13 13F 德克萨斯州雇员退休制度 1,158 0
2025-08-01 13F Reliant投资合伙公司 14,989 629
2025-07-23 NP CFSSX-专栏小盘精选基金 262,580 13.68 10,251 16.55
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 29,915 7.47 970 -8.24
2025-08-14 13F 多元化咨询服务有限公司 167,846 15.72 4,968 4.94
2025-08-28 NP USVM - VictoryShares USAA MSCI 美国小盘股价值动量 ETF 68,689 2,882
2025-07-28 NP AVMV - Avantis 美国中盘价值 ETF 8,435 329
2025-08-14 13F 第一曼哈顿公司 211,451 11.52 8,872 49.03
2025-08-14 13F 加拿大养老金计划投资委员会 95,800 119.72 4,020 193.57
2025-08-14 13F Synovus金融公司 26,193 0.19 1,099 34.02
2025-08-26 NP XJH - iShares ESG 筛选标普中盘 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 25,083 2.69 1,052 37.34
2025-08-14 13F Qube研究与技术有限公司 1,079,253 0.65 45,285 34.50
2025-08-05 13F 新方资本有限责任公司 51 13.33 2 100.00
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent 中型股指数投资组合 A 类 54,789 0.42 2,299 34.15
2025-05-29 NP CSF - VictoryShares US Discovery 增强波动性 Wtd ETF 1,447 45
2025-07-08 13F 并行顾问有限责任公司 3,683 18.08 155 58.76
2025-08-08 13F Candriam 卢森堡 SCA 138,524 5,813
2025-08-14 13F DZ BANK AG Deutsche Zentral Genossenschafts Bank,美因河畔法兰克福 22,367 35.48 939 81.08
2025-08-15 13F/A 乐天证券公司 3,627 973.08 152 1,420.00
2025-08-05 13F 机械资本公司 5,696 239
2025-06-26 NP FFLC - 富达新千年 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 100,323 3,252
2025-07-14 13F 托特金融咨询公司 740 7.25 31 47.62
2025-07-29 NP TMFX - Motley Fool Next 指数 ETF 3,689 144
2025-06-26 NP FMCSX - 富达中盘股票基金 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 1,001,700 32,475
2025-06-30 NP NSFLX - Natixis 可持续未来 2055 基金 N 类 411 19.13 13 0.00
2025-08-13 13F 耶鲁山投资顾问有限公司 427 18
2025-08-01 13F 德克萨斯州教师退休制度 46,404 3.84 1,947 38.77
2025-08-26 NP GVLU - Gotham 1000 价值 ETF 12,624 139.41 530 220.61
2025-08-14 13F Fieldview 资本管理有限公司 142,197 5,967
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 764,603 6.63 24,788 -8.93
2025-08-14 13F 美世全球顾问公司 /adv 31,039 21.63 1,302 62.55
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 37,886 16.74 1,228 -0.24
2025-08-20 NP QCELX - AQR 大盘多风格基金 I 类 100,128 395.29 4,201 562.62
2025-07-29 NP TMFE - Motley Fool 资本效率 100 指数 ETF 2,344 92
2025-08-13 13F 阿朱那资本 20,040 841
2025-08-06 13F 联邦股权服务有限公司 58,513 36.78 2 100.00
2025-07-18 13F 佛蒙特州信托公司 2,936 7.08 123 43.02
2025-07-29 NP GAAVX - GMO 另类配置基金 VI 类 Short -2,800 47.37 -109 51.39
2025-08-12 13F 贝莱德公司 22,854,726 3.35 958,984 38.10
2025-08-04 13F 影响合伙财富有限责任公司 8,048 338
2025-08-13 13F 佛罗里达州退休系统国家管理局 211,570 1.01 8,877 34.99
2025-08-15 NP Guardian 可变产品信托 - Guardian Select 中盘核心 VIP 基金 32,772 1,375
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 117,902 0.39 4,947 34.17
2025-08-27 NP SEASONS SERIES TRUST - SA 多管理中型价值投资组合 1 级 1,551 1.37 65 35.42
2025-08-14 13F 伍德莱合伙公司 463,703 19,457
2025-08-14 13F 维登咨询有限责任公司 540,273 39.82 22,670 86.85
2025-08-08 13F denkapparat Operations GmbH 11,738 40.14 493 87.07
2025-08-19 13F 资产奉献有限责任公司 608 5.92 26 38.89
2025-08-12 13F Trexquant 投资有限责任公司 419,370 35.08 17,597 80.51
2025-08-12 13F 财富管理资本管理有限公司 20 33.33 1
2025-06-30 NP NSFKX - Natixis 可持续未来 2050 基金 N 类 463 9.46 15 -6.25
2025-08-26 NP IRGJX - Voya RussellTM 中盘成长指数投资组合 I 类 4,901 206
2025-08-12 13F YANKCOM 合作伙伴关系 2 0
2025-08-12 13F 普利股权公司 0 0
2025-08-29 NP RAFE - PIMCO RAFI ESG 美国 ETF 2,166 6.65 91 42.86
2025-07-28 NP IUS - Invesco RAFI(TM) 战略美国 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 7,803 0.62 305 3.05
2025-06-30 NP NSFHX - Natixis 可持续未来 2040 基金 N 类 411 4.05 13 -7.14
2025-08-04 13F 汉兹金融服务公司 1,467 109.57 0
2025-08-13 13F 卢米斯·塞尔斯公司 385,751 1.40 16,186 147,045.45
2025-08-12 13F 摩根大通公司 582,601 0.78 24,446 34.67
2025-07-01 13F 港口投资咨询有限公司 308 1.65 13 33.33
2025-08-27 NP CMJAX - Calvert 美国中盘核心责任指数基金 A 类 11,724 2.02 492 36.39
2025-06-30 NP NSFGX - Natixis 可持续未来 2035 基金 N 类 259 9.28 8 0.00
2025-08-12 13F Ci投资公司 1,146 9.67 0
2025-07-25 13F 基纳财务规划有限责任公司 34 0
2025-08-14 13F 长城汽车顾问有限责任公司 2,303 0.48 97 35.21
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 809,632 4.90 33,972 40.18
2025-07-17 13F 珍尼·蒙哥马利·斯科特有限责任公司 21,508 3.65 1
2025-07-24 13F 布莱尔·威廉公司 5,416 227
2025-08-29 NP EZM - WisdomTree 美国中型股基金 不适用 16,695 3.67 701 38.61
2025-07-30 13F FNY 投资顾问有限责任公司 13 0
2025-07-10 13F 天空投资集团有限责任公司 103,720 0.36 4,352 34.11
2025-08-14 13F 韦瑟比资产管理公司 5,080 213
2025-08-20 NP 全国可变保险信托 - NVIT 富达机构资产管理全球基金 II 类 3,341 140
2025-08-13 13F 象限资本集团有限公司 20,531 34.68 861 80.13
2025-08-06 13F AE 财富管理有限责任公司 5,294 222
2025-08-12 13F 恒线顾问公司 627,901 0.61 26,347 34.45
2025-04-29 NP SVYAX - SIIT 美国管理波动性基金 - A 类 27,653 19.61 1,053 188.49
2025-06-26 NP FCPVX - 富达小盘价值基金 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 1,600,000 54.63 51,872 32.07
2025-08-06 13F 韦德布什证券公司 17,812 1.70 1
2025-07-23 13F 路易斯安那州雇员退休制度 65,500 0.46 2,748 34.25
2025-08-15 13F Kestra 咨询服务有限责任公司 8,326 6.73 349 43.03
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 17,736 6.05 692 8.81
2025-08-12 13F 保德信金融公司 460,682 3.74 19,330 38.64
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 6,372 247.25 267 368.42
2025-08-22 NP FIIAX - 富达顾问中型 II 基金 A 类 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 335,200 14,065
2025-07-28 NP AVUSX - Avantis 美国股票基金机构类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 17,017 63.58 664 67.68
2025-08-07 13F 奥尔沃斯金融有限公司 11,812 6.93 496 41.43
2025-07-22 NP FLCC-联邦 Hermes MDT 大型核心 ETF 911 9.50 36 12.90
2025-08-06 NP 林肯可变保险产品信托 - LVIP 维度美国核心股票 2 基金标准类别 8,035 18.41 337 58.22
2025-08-12 13F 劳雷尔财富顾问有限责任公司 6,882 4,096.34 0 -100.00
2025-08-14 13F Mml 投资者服务有限公司 4,871 0
2025-08-08 13F 哈特兰有限公司 3,295 132.04 138 213.64
2025-07-24 13F 金融连接集团有限公司 3 0
2025-08-06 13F 第一鹰投资管理有限责任公司 8,938 375
2025-06-26 NP DFUS - 维度美国股票 ETF 77,007 54.36 2,497 31.85
2025-08-14 13F 塞伊投资公司 203,021 23.85 8,519 65.49
2025-07-17 13F 绿叶信托 9,066 0.64 380 34.75
2025-08-05 13F 密歇根州退休系统 55,934 0.36 2,347 34.06
2025-06-25 NP IQSM - IQ Candriam ESG 美国中型股票 ETF 24,861 806
2025-07-29 13F 私人财富管理集团有限责任公司 368 6.67 15 50.00
2025-08-13 13F 西北互助财富管理公司 2,616 116.92 110 194.59
2025-07-28 13F 邓克街公司 258 4.03 11 42.86
2025-08-20 NP QCFIX - AQR CVX 融合基金 I 类 20 1
2025-07-11 13F 比特币资本管理公司 9,028 378
2025-08-07 13F ProShare 顾问有限责任公司 10,316 4.05 433 38.91
2025-08-06 13F 第一地平线顾问公司 50 733.33 2
2025-08-04 13F 旗舰港顾问有限公司 4,956 208
2025-08-14 13F 托罗索投资有限责任公司 503,173 6.81 21,113 42.74
2025-06-18 NP RTSSX - 税收管理的美国中小型基金 S 级 337,825 2.80 10,952 -12.20
2025-08-27 NP CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 2,643 111
2025-08-14 13F 莫尼塔集团投资顾问有限公司 7,423 311
2025-08-15 13F CI 私人财富有限责任公司 36,761 193.97 1,542 293.37
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 10,159 10.86 329 -5.19
2025-05-15 13F 德克萨斯州永久学校基金 192,536 6,242
2025-07-29 NP IVOV - Vanguard S&P Mid-Cap 400 Value 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 75,518 2.33 2,948 4.91
2025-07-29 NP BLUIX - 蓝图成长基金机构级 5,003 30.76 195 34.48
2025-08-08 13F 十字马克全球控股公司 14,138 1.98 593 36.32
2025-08-14 13F 曼氏集团 130,087 5,458
2025-08-01 13F 贝西默集团公司 3,476 11.23 0
2025-07-24 NP FMCDX - 富达顾问选股中盘基金 A 类 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 398,200 15,546
2025-08-12 13F Legal & General 集团有限公司 537,563 1.15 22,556 35.17
2025-08-14 13F 弗默尔有限公司 29,599,150 18.73 1,241,980 58.66
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 77,179 2.59 2,502 -12.36
2025-08-13 13F Centiva 资本有限合伙人 9,544 400
2025-08-14 13F 哥谭资产管理有限公司 572,737 77.75 24,032 137.54
2025-06-26 NP PQCCX - PGIM QMA 中型核心股票基金 R6 级 1,040 12.43 34 -5.71
2025-08-11 13F 战略财富伙伴有限公司 682 29
2025-08-14 13F 星云研究与开发有限责任公司 6,108 256
2025-08-14 13F 综合财富概念有限责任公司 10,144 26.40 426 69.32
2025-08-25 NP GENIX - Gotham 增强回报基金机构类别 9,229 1,257.21 387 1,742.86
2025-06-26 NP TSMOX - TIAA-CREF 量化小型/中型股票基金退休类别 233,774 5.03 7,579 -10.31
2025-07-31 13F CVA 家族办公室有限责任公司 17 21.43 1
2025-07-10 13F 阿迪克斯财富管理有限公司 3,337 27,708.33 140
2025-08-28 NP SPMD - SPDR(R) 投资组合中型 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 1,050,722 2.03 44,088 36.35
2025-08-07 13F 伊利诺伊州市政退休基金 23,033 966
2025-08-26 13F/A 路德教会的 Thrivent 金融 521,098 58.67 22 110.00
2025-08-14 13F 前沿资本管理有限公司 466,770 19,586
2025-05-22 NP HQGO - 哈特福德美国质量增长 ETF 1,283 40
2025-08-11 13F HighTower 顾问有限责任公司 63,853 81.05 2,679 142.01
2025-07-17 13F 汉森与多雷姆斯投资管理公司 194 15.48 0
2025-08-13 13F 联合爱马仕有限公司 54,571 12.91 2,290 50.89
2025-08-14 13F 惠灵顿管理集团有限责任公司 4,825 202
2025-08-26 NP IWF - iShares Russell 1000 Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 56,723 2,380
2025-08-26 NP EQ ADVISORS TRUST - EQ/大盘成长指数投资组合 IB 类 1,336 56
2025-08-27 13F/A Squarepoint Ops LLC 156,432 18.75 6,564 58.68
2025-07-22 NP FLCV-联邦 Hermes MDT 大盘价值 ETF 2,174 176.59 85 189.66
2025-08-13 13F 第一信托顾问有限公司 408,123 29.81 17,125 73.46
2025-07-22 NP GUSA - 高盛 MarketBeta 美国 1000 股票 ETF 7,824 0.18 305 2.69
2025-08-14 13F 安科拉顾问有限责任公司 366,881 0.23 15,394 33.94
2025-06-26 NP FSCRX - 富达小盘探索基金 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 487,700 21.99 15,811 4.18
2025-08-14 13F Peak6有限责任公司 Call 150,900 28.97 6,332 72.37
2025-08-27 NP JNL 系列信托 - JNL/Mellon 信息技术行业基金 (A) 222,632 43.96 9,342 92.40
2025-07-16 13F 普兰公司有限责任公司 5,324 223
2025-08-08 13F 霍雷尔资本管理公司 27 1
2025-08-22 NP FELC - 富达增强型大盘核心 ETF 122,929 5,158
2025-08-13 13F 克雷塞特资产管理有限责任公司 5,284 222
2025-08-06 13F 法国巴黎银行资产管理控股公司 2,497 0
2025-08-27 NP 安联可变保险产品信托 - AZL Fidelity 机构资产管理多策略基金 2 级 28,846 1,210
2025-08-26 NP FPX - 第一信托美国股票机会 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 100,769 22.49 4,228 63.69
2025-08-26 NP GFSYX - 机构战略另类基金 -200 238.98
2025-07-29 NP SFYX - SoFi Next 500 ETF 1,166 46
2025-07-24 13F 汤普森投资管理公司 30 1
2025-08-13 13F 斑眼贸易有限责任公司 Put 32,200 79.89 1,351 140.39
2025-08-08 13F Avantax 咨询服务公司 12,927 29.24 542 72.61
2025-08-14 13F 系统阿尔法投资有限责任公司 4,808 202
2025-06-26 NP FTQGX - 富达专注股票基金 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 4,479,000 217.70 145,209 171.34
2025-08-14 13F HRT金融有限责任公司 73,899 3
2025-08-08 13F/A 斯特林资本管理有限公司 14,426 14.09 605 52.39
2025-08-22 NP CVMC - Calvert 美国中盘核心责任指数 ETF 1,783 9.72 75 45.10
2025-07-29 NP EBI-长景优势ETF 56,175 16,668.66 2,193 18,175.00
2025-08-07 13F 商业银行 54,672 1.02 2,294 35.02
2025-06-30 NP NSFOX - Natixis 可持续未来 2065 基金 N 类 85 10.39 3 0.00
2025-08-14 13F 雷蒙德詹姆斯金融公司 397,753 9.56 16,690 46.41
2025-08-06 13F 双创资本管理公司 40,243 2.54 1,689 37.01
2025-08-07 13F 声景财富顾问集团有限责任公司 5,521 232
2025-08-08 13F 等投资顾问公司 31,565 4.22 1,324 39.37
2025-07-21 13F HighMark 财富管理有限责任公司 6 0
2025-04-25 NP 古根海姆战略机会基金 0 0
2025-06-27 NP ESCQX - 推出小型股票基金退休课程 100,501 18.02 3,258 0.80
2025-08-08 13F 西特纳纳尔逊有限公司 393 132.54 16 220.00
2025-08-28 NP GMLGX - GuideMark(R) 大盘核心基金服务股票 16,259 682
2025-08-26 NP IRMAX - Voya RussellTM 中型股指数投资组合 ADV 级 18,892 3.69 793 38.46
2025-08-22 NP FVWSX - 富达系列机会主义洞察基金 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 190,680 34.49 8,001 79.73
2025-08-14 13F EP 财富顾问公司 11,891 29.60 499 72.92
2025-08-14 13F 希尔顿资本管理有限责任公司 145,091 1.63 6,088 35.83
2025-07-14 13F 农商投资公司 591 4.23 25 41.18
2025-05-29 NP CSA - VictoryShares 美国小盘股波动性 Wtd ETF 1,137 36
2025-07-28 13F 里索尔兹财富管理 34,125 116.09 1,432 189.09
2025-08-11 13F 私人顾问集团有限责任公司 5,615 236
2025-08-26 NP IPMIX - Voya 指数 Plus 中型股投资组合 I 类 73,495 103.88 3,084 172.59
2025-05-05 13F 林布鲁克资本有限公司 872 10.52 27 0.00
2025-08-12 13F one8zero8有限责任公司 14,160 3.19 594 38.14
2025-08-26 NP Profunds - Profunds 中型成长股副总裁 1,190 8.78 50 44.12
2025-08-28 NP AXVNX - Acclivity 小盘价值基金 Acclivity 小盘价值 N 类股票 7,370 309
2025-08-13 13F 胜利资本管理公司 106,532 134.15 4,470 213.03
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 165,586 0.66 6,948 34.50
2025-08-20 NP RUSC - 美国小型股主动型股票ETF 2,586 109
2025-07-25 NP NTIAX - 哥伦比亚中盘指数基金 A 类 198,288 0.98 7,741 3.53
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 31,654 8.03 1,026 -7.73
2025-08-26 NP IUSG - iShares 核心标普美国增长 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 103,546 1.92 4,345 36.18
2025-08-08 13F MTM 投资管理有限责任公司 235 10
2025-08-04 13F 创意金融设计公司 /adv 244 89.15 10 150.00
2025-08-11 13F 韦斯托弗资本顾问有限公司 85,689 51.11 3,596 101.97
2025-08-18 13F 吉诺斯财富管理公司 1,487 62.16 62 121.43
2025-08-15 13F 莫尔斯资产管理公司 475 20
2025-08-14 13F 简街集团有限责任公司 Call 416,600 249.79 17,481 367.50
2025-07-29 13F 所罗门与路德温有限责任公司 215 225.76 9 350.00
2025-08-22 NP 可变保险产品基金 II - 反向基金投资组合初始类别 288,859 35.74 12,121 81.41
2025-07-18 13F SOA 财富顾问有限责任公司。 370 68.18 16 150.00
2025-08-12 13F Elo 相互养老保险公司 24,479 0.17 1,027 33.90
2025-08-12 13F LPL 金融有限责任公司 160,139 25.12 6,719 67.22
2025-05-27 NP AXMNX - Acclivity 中盘多风格基金 Acclivity 中盘多风格 N 股 88 3
2025-07-28 NP VCGAX - 成长与收益基金 8,163 319
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 99,069 8.06 3,212 -7.73
2025-07-15 13F 俄亥俄州公共雇员退休制度 77,191 2.41 3,239 36.86
2025-08-12 13F 布劳恩史黛西联合公司 517,259 127.33 21,704 203.81
2025-07-23 13F Klp资本管理公司 48,100 6.42 2,018 42.21
2025-08-13 13F 测量财富私人客户集团有限责任公司 7,859 330
2025-08-08 13F 创意策划 50,658 0.39 2,126 34.15
2025-08-25 NP PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 43 2
2025-08-07 13F 休斯金融服务有限责任公司 404 4.39 12 -8.33
2025-07-10 13F 交易所交易概念有限公司 119,782 5,026
2025-08-14 13F 加州教师退休制度 220,608 0.10 9,257 33.78
2025-08-22 NP CVLC - Calvert 美国大盘核心责任指数 ETF 2,345 6.49 98 42.03
2025-08-14 13F 黑暗森林资本管理有限公司 45,526 39.95 1,910 87.07
2025-08-06 13F 金州财富管理有限责任公司 336 205.45 14 366.67
2025-07-24 NP FBSOX - IT 服务组合 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 1,649,300 16.40 64,389 19.34
2025-06-26 NP ISCV - iShares Morningstar 小盘价值 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 44,416 5.66 1,440 -9.78
2025-08-06 13F 遗产财富管理有限公司/ID 10 0
2025-08-14 13F 布雷文·霍华德资本管理有限责任公司 67,032 300.57 2,813 435.62
2025-08-04 13F 资产标记公司 775 75.34 33 146.15
2025-08-14 13F 核心第一银行与信托 40 2
2025-06-27 NP SUNAMERICA 系列信托 - SA 中型股指数投资组合 1 级 39,247 6.35 1,272 -9.14
2025-08-27 NP VTMFX - Vanguard 税务管理平衡基金 Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 36,092 26.28 1,514 68.78
2025-08-29 NP JAFEX - 总股票市场指数信托资产净值 3,874 4.28 163 39.66
2025-08-20 NP QSPIX - AQR 风格溢价另类基金 I 类 21,464 3.54 901 38.46
2025-08-13 13F 法国外贸银行 33,051 1,387
2025-08-14 13F/A 斯科波斯实验室有限公司 1,425 96.82 60 168.18
2025-07-25 13F 红杉财务顾问有限责任公司 5,552 233
2025-07-22 13F HFM投资顾问有限责任公司 14 75.00 1
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 333,401 8.71 13,016 11.45
2025-08-26 NP NXTI - 简化下一个无形核心指数 ETF 52 1.96 2 100.00
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 11,350 5.32 368 -10.27
2025-08-25 NP GONIX - Gotham 中性基金机构类 13,641 171.84 572 264.33
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 69,289 2.20 2,246 -12.71
2025-08-14 13F Punch & Associates 投资管理公司 5,325 223
2025-08-26 NP EHLS - 均势多空 ETF 4,084 171
2025-08-28 NP IGM - iShares 扩展科技板块 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 105,296 1.79 4,418 36.02
2025-08-13 13F 阿蒙迪 314,121 39.00 13,309 89.99
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 106,255 1.57 3,445 -13.27
2025-08-14 13F Xponance公司 27,775 2.40 1,165 36.90
2025-08-07 13F Campbell & CO 投资顾问有限责任公司 27,790 1,166
2025-08-26 NP EQ ADVISORS TRUST - ATM 中盘波动率管理投资组合 K 级 21,610 2.46 907 36.86
2025-08-14 13F 犹他州退休系统 12,226 1.71 513 36.07
2025-08-14 13F/A 瑞士宝盛银行,苏黎世 661 13.38 28 35.00
2025-08-11 13F 财富尖塔顾问有限责任公司 5,634 236
2025-07-25 NP WSML - iShares MSCI 全球小型股 ETF 13,468 526
2025-08-08 13F 英泰投资管理有限公司 87,833 31.58 3,685 75.89
2025-07-22 13F 麦克尔亨尼谢菲尔德资本管理有限责任公司 22,000 24
2025-08-11 13F 贝尔投资顾问公司 353 14.61 15 55.56
2025-08-08 13F 宾夕法尼亚州公立学校就业重新注册系统 59,786 7.48 2,509 43.64
2025-07-15 13F 马塞科律师事务所 115 5
2025-08-14 13F 贝叶斯资本管理有限合伙人 11,750 493
2025-07-22 13F 湾港财富管理有限责任公司 11 37.50 0
2025-08-13 13F 帕克沃斯财富管理有限公司 9 50.00 0
2025-08-11 13F Qsemble 资本管理有限合伙人 18,296 768
2025-08-14 13F 北卡罗来纳州财政部长 108,037 3.86 5 33.33
2025-08-14 13F 匡蒂诺资本管理有限公司 29,166 22.16 1,224 63.28
2025-08-06 13F 南州公司 511 141.04 21 250.00
2025-08-27 NP 俄亥俄国家基金公司 - ON BlackRock Advantage Small Cap Growth Portfolio 5,824 244
2025-08-07 13F 资源投资顾问有限责任公司。 5,106 214
2025-06-27 NP PTF - Invesco DWA 科技动量 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 253,106 2.97 8,206 -12.06
2025-07-17 13F HB 财富管理有限责任公司 5,350 224
2025-08-13 13F SCS资本管理有限责任公司 7,592 319
2025-07-16 13F 布朗,莱尔/卡明斯公司 4 0
2025-08-26 NP IPLIX - Voya Index Plus 大盘投资组合 I 类 22,058 926
2025-07-30 13F 库克森皮尔斯公司 281,912 6.40 11,829 42.19
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 7,476,303 1.94 313,706 36.23
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 82,166 0.86 3,448 34.81
2025-07-18 13F 山茱萸财富管理有限公司 100 25.00 4 100.00
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 3,595,190 0.47 150,854 34.26
2025-07-24 13F 托莱多信托公司 Na /oh/ 117 5
2025-08-21 NP MXLSX - Great-West Loomis Sayles 小盘价值基金投资者类别 95,010 3.41 3,987 38.21
2025-08-08 13F 指南针金融服务公司 1,171 20.60 49 63.33
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 433,140 1.31 16,910 3.86
2025-06-26 NP DFAC - 维度美国核心股票 2 ETF 476,458 12.76 15,447 -3.70
2025-07-30 NP FCTDX - 战略顾问富达美国总股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,020,977 132.49 78,899 138.35
2025-08-12 13F 德意志银行\ 1,201,351 0.22 50,409 33.93
2025-08-07 13F 康纳克拉克伦投资管理有限公司 879,404 25.69 36,900 67.96
2025-06-30 NP SMDX - Intech 标准普尔小型中型多元化阿尔法 ETF 4,100 133
2025-08-11 13F Birchbrook公司 60 650.00 3
2025-08-22 NP FELV - 富达增强型大盘价值 ETF 74,761 15.08 3,137 39.56
2025-08-04 13F 俄亥俄州 180,750 8.28 7,584 44.71
2025-08-13 13F 挪威银行 474,437 19,907
2025-07-28 13F 双树管理有限公司 Call 451,400 178.99 18,941 272.83
2025-07-14 13F 奥利弗卢克斯资产有限责任公司 107,521 2.27 4,512 36.66
2025-08-29 NP STXM-Strive 中型股 ETF 1,115 6.49 47 43.75
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 5,928 249
2025-07-31 13F 剑桥投资研究顾问公司 23,626 0.15 1
2025-06-26 NP FCMVX - 富达中型价值 K6 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 8,498 276
2025-08-14 13F 拉扎德资产管理公司 78,647 56.53 3 200.00
2025-08-14 13F 天鹅资本有限责任公司 237 492.50 10 800.00
2025-08-01 13F 莫特科 80 3
2025-08-12 13F 富兰克林资源公司 126,613 30.50 5,311 74.33
2025-08-26 NP SHRT - Gotham 空头策略 ETF 4,053 27.90 170 71.72
2025-08-14 13F Citadel 顾问有限公司 374,408 15,710
2025-08-25 NP GARIX - Gotham 绝对回报基金机构级 48,518 1,381.47 2,036 1,895.10
2025-07-24 13F GFG 资本有限责任公司 3 0
2025-08-27 NP BBGSX - Bridge Builder 中小型股成长基金 3,077 129
2025-07-25 13F 约翰逊投资顾问公司 4,901 206
2025-08-11 13F 授权基金有限责任公司 5,826 244
2025-07-30 13F 普林斯顿全球资产管理有限公司 114 7.55 5 33.33
2025-07-24 NP ESML - iShares ESG MSCI 美国小型股 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 66,426 5.51 2,593 8.18
2025-07-21 13F 家族首席财务官公司 14 1
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 14,220 90.44 597 131.01
2025-07-17 13F 沃尔夫维斯马加纳有限责任公司 371 3,610.00 16
2025-08-13 13F M&T银行公司 12,716 4.49 534 40.16
2025-08-06 13F 内内塔资本有限责任公司 7,505 315
2025-08-05 13F Versor投资有限公司 5,700 239
2025-08-14 13F 沃亚投资管理有限公司 141,518 97.47 5,938 163.91
2025-07-23 NP CFMCX - 中型股基金 6,943 271
2025-07-25 13F 海明顿财富管理 638 11.15 0
2025-08-14 13F 明治安田资产管理有限公司 5,580 234
2025-07-28 NP AVUS - Avantis 美国股票 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 156,669 9.24 6,116 11.99
2025-07-21 13F DHJJ财务顾问有限公司 25 92.31 1
2025-03-27 NP PTMC - Pacer Trendpilot 美国中盘 ETF 34,088 0.40 1,294 41.78
2025-08-13 13F 布朗咨询公司 12,647 18.67 531 58.68
2025-08-14 13F 高盛集团公司 451,025 24.23 18,925 66.01
2025-08-14 13F 千禧管理有限公司 Put 22,800 96.55 957 162.64
2025-07-28 NP AVUQ-Avantis美国优质ETF 8,880 347
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - 400 指数股票投资组合 111,056 0.62 4,660 34.46
2025-08-11 13F 五大湖顾问有限公司 7,239 3.00 304 37.73
2025-06-25 NP BKMC - 纽约梅隆银行美国中盘核心股票 ETF 24,108 782
2025-08-12 13F 路石控股有限责任公司 19,474 7.34 814 42.63
2025-08-14 13F 美国银行 /de/ 1,767,574 39.48 74,167 86.39
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 0 -100.00 0 -100.00
2025-07-29 13F 埃弗伦斯资本管理公司 6,150 0
2025-06-26 NP SMCO - 希尔顿中小型股机会 ETF 109,829 28.57 3,561 9.81
2025-07-25 13F 正义投资有限责任公司 31,905 9.50 1,340 46.61
2025-08-11 13F 罗斯柴尔德投资有限公司 3,230 1.00 136 35.00
2025-07-10 13F 韦蒙特私人资本 18,856 4.69 808 52.26
2025-08-08 13F 史密斯菲尔德信托公司 2,016 3.23 0
2025-08-07 13F 深刻顾问有限公司 5,080 213
2025-08-14 13F 千禧管理有限公司 91,141 735.85 3,824 1,018.13
2025-08-14 13F 柏图斯信托公司 (LTA) 6,491 272
2025-08-13 13F 卢米尼斯特资本有限公司 264 11
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 49,292 0.48 1,924 3.00
2025-09-04 13F/A 顾问集团控股公司 35,938 9.92 1,503 46.49
2025-07-28 NP AVLC - Avantis 美国大盘股票 ETF 12,999 33.04 507 36.29
2025-08-14 13F 舍恩菲尔德战略顾问有限责任公司 7,065 296
2025-08-13 13F 基尔特集团有限公司 51 2
2025-07-30 NP ITAN - Sparkline 无形价值 ETF 4,073 10.98 159 14.39
2025-08-12 13F 景观资本管理有限公司 43,197 124.11 1,813 199.50
2025-08-12 13F Jw 科尔顾问公司 5,988 251
2025-07-28 NP QVMM - Invesco S&P MidCap 400 QVM 多因子 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 32,342 10.62 1,263 13.39
2025-07-23 NP CFSLX - 专栏小型股基金 45,936 5.41 1,793 8.08
2025-08-20 NP 全国可变保险信托 - NVIT 中盘指数基金 I 类 96,783 1.14 4,061 35.19
2025-08-14 13F 魁北克加丁储蓄银行联合会 4,061 2.58 170 37.10
2025-07-24 13F 卡伦家族办公室有限责任公司 5,300 222
2025-08-14 13F Occudo 定量策略 Lp 54,094 204.00 2,270 307.36
2025-08-12 13F 奥肖内西资产管理有限公司 90,970 179.64 3,817 273.85
2025-08-28 NP SMMD - iShares Russell 2500 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 53,739 6.78 2,255 42.66
2025-03-31 NP JHSC - 约翰汉考克多因素小盘股 ETF 92,675 5.23 3,518 74.54
2025-08-14 13F 都铎投资公司等 62,077 129.26 2,605 206.35
2025-08-13 13F 裸金融服务公司 46 170.59 2
2025-08-26 NP TRMNX - T. Rowe Price 中盘指数基金 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 13,309 0.51 558 34.46
2025-07-28 NP NBSRX - Neuberger Berman 可持续股票基金投资者类别 1,541,554 107.17 60,182 112.40
2025-08-15 13F Captrust 财务顾问 32,414 42.12 1,360 89.94
2025-08-12 13F 吉特曼财富管理有限责任公司 217 9
2025-06-26 NP JHMM - 约翰汉考克多因素中型 ETF 91,720 2,974
2025-07-28 13F 纽约州教师退休制度 211,104 0.96 9 33.33
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 15,918 7.74 516 -7.86
2025-08-08 13F 拉森金融集团有限责任公司 738 4.24 31 36.36
2025-08-12 13F 国家信托银行 641 23.03 27 62.50
2025-08-13 13F 托尔公司 12,575 528
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 153,107 6.77 4,964 -8.82
2025-08-27 NP Nuveen 核心股票阿尔法基金 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 31,310 1,894.27 1,314 3,547.22
2025-06-26 NP ETTOX - E*TRADE 免费总市场指数基金 45 1
2025-08-12 13F 旅程战略财富有限公司 5,943 249
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 274,936 2.48 11,536 36.96
2025-06-23 NP MGPIX - 中型成长型深度基金投资者类别 461 47.76 15 27.27
2025-07-28 13F 港口投资公司 514 48.99 22 110.00
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 7,295 2.83 237 -12.27
2025-06-26 NP FFSM - 富达中小型股机会 ETF 117,880 47.94 3,822 26.36
2025-08-05 13F 克雷斯特伍德顾问集团有限责任公司 4,959 208
2025-08-15 13F 龙骨点有限责任公司 4,768 200
2025-08-06 13F 遗产投资解决方案有限责任公司 10 0
2025-07-24 13F 美国合众银行\de\ 18,064 0.55 758 34.22
2025-07-25 13F 俄勒冈州公务员退休基金 47,695 0.85 2,001 34.75
2025-07-30 13F 道德公司 21,270 71.92 882 121.91
2025-07-21 13F 美洲咨询服务有限责任公司 1,454 61
2025-08-13 13F 汇丰控股有限公司 75,690 98.69 3,181 167.23
2025-08-11 13F 基石规划集团有限责任公司 23 1,050.00 1
2025-08-29 NP MFUS - PIMCO RAFI 动态多因素美国股票 ETF 4,435 25.60 186 69.09
2025-08-27 13F/A 布林克资本投资有限公司 12,641 530
2025-08-06 NP 林肯可变保险产品信托 - LVIP SSGA 大盘 100 基金标准级 42,552 97.21 1,785 530.74
2025-08-15 13F 公平控股公司 24,862 6.17 1,043 41.90
2025-08-13 13F ExodusPoint 资本管理公司 331,168 14
2025-08-04 13F 财务规划中心有限公司 231 7.44 10 50.00
2025-07-28 NP AVSU - Avantis 责任美国股票 ETF 8,924 12.76 348 15.61
2025-07-28 NP MSSM - 摩根士丹利 Pathway 中小型股 ETF 148,618 6.58 5,802 9.27
2025-08-14 13F 恩格尔资本管理有限合伙人 688,000 5.85 28,868 41.44
2025-06-30 NP NSFMX - Natixis 可持续未来 2060 基金 N 类 336 14.68 11 -9.09
2025-07-31 13F Curio Wealth, 有限责任公司 89 4,350.00 4 0.00
2025-06-26 NP IDAT - iShares 云 5G 和科技 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 2,969 0.92 96 -13.51
2025-06-23 NP PPSFX - 大型股价值基金 III R-3 5,309 4.36 172 -10.88
2025-07-28 NP MSLC - 摩根士丹利 Pathway 大盘股 ETF 8,104 7.54 316 10.49
2025-07-29 13F 积极财富管理 24 1,100.00 1
2025-08-26 NP JMEE - 摩根大通市场扩张增强型股票 ETF 96,505 3.43 4,049 38.24
2025-08-22 NP FLCNX - 富达对冲基金 K6 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 547,882 30.52 22,989 74.42
2025-07-28 NP VSSVX - 小盘特殊价值基金 57,249 5.37 2,235 8.08
2025-08-07 13F 中西部信托公司 8,727 366
2025-08-14 13F/A 巴克莱银行 171,173 17.79 7 75.00
2025-08-14 13F CoreCap 顾问有限责任公司 250 20.19 10 66.67
2025-08-14 13F 阿默普莱斯金融公司 452,226 26.55 18,975 69.07
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 34,854 35.50 1,462 81.16
2025-07-28 NP EQAL - Invesco Russell 1000 等权重 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 11,851 0.56 463 3.13
2025-08-13 13F 凯恩·安德森·鲁德尼克投资管理有限公司 1,030 45.07 43 95.45
2025-08-19 13F 怀俄明州 13,538 568
2025-08-12 13F/A 波士顿合作伙伴 208,430 8,741
2025-07-29 13F 港口资产规划有限公司 8 0
2025-08-14 13F 普莱斯 T Rowe Associates Inc /md/ 178,915 3.26 8 40.00
2025-08-28 NP BlackRock Variable Series Funds, Inc. - 贝莱德管理波动 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 743 40.72 31 72.22
2025-08-07 13F 中央信托公司 627 6.81 26 44.44
2025-06-26 NP SMLF - iShares Edge MSCI 多因子美国小型股 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 41,498 10.68 1,345 -5.48
2025-05-22 NP ROUS - Hartford 多因子美国股票 ETF 39,631 11.23 1,244 0.97
2025-07-15 13F 巴伦坦合作伙伴有限责任公司 12,030 505
2025-08-07 13F 塞拉海洋有限责任公司 25 1
2025-06-26 NP FJACX - 富达系列小盘探索基金 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 382,900 8.81 12,414 -7.07
2025-08-08 13F SBI 证券股份有限公司 27,893 173.76 1,170 266.77
2025-08-21 NP LUSIX - Lazard 美国系统性小型股股票投资组合机构股 5,479 47.13 230 97.41
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 2,730 3.06 115 37.35
2025-08-22 NP FMDGX - 富达中型成长指数基金 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 14,360 603
2025-06-26 NP FCPGX - 富达小盘成长基金 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 1,474,361 7.51 47,799 -8.18
2025-07-11 13F 港湾资本顾问有限公司 36,870 20.14 1,562 64.25
2025-08-14 13F 斯蒂菲尔金融公司 73,603 1.37 3,088 35.50
2025-08-07 13F Kestra 私人财富服务有限公司 8,769 368
2025-07-24 13F 罗纳德·布鲁信托公司 2,707 4.52 114 39.51
2025-08-14 13F/A 洛克菲勒资本管理有限责任公司 434,144 6.15 18,217 41.85
2025-07-23 13F RMG财富管理有限责任公司 102 4
2025-08-12 13F 西北互助投资管理公司 51,954 0.42 2,180 34.17
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