UPBD 机构投资人持股, 买家

机构和基金投资人持股 - 买家

在上行集团有限公司中开设新头寸的主要持有者包括 CSM 顾问有限责任公司, MOPCX - NYLI WMC 小型公司基金 C 类, 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, 卡克斯顿联合律师事务所, 布拉德利·福斯特和萨金特公司/ct, 地平线投资有限责任公司, 金瑞基金顾问有限责任公司, KVLE - KFA Value Line(R) 动态核心股票指数 ETF, 匡蒂诺资本管理有限公司, 斯通里奇投资合伙公司, 德克萨斯州金斯顿资本合伙有限公司, SMDX - Intech 标准普尔小型中型多元化阿尔法 ETF, Envestnet 投资组合解决方案公司, 昌盛财富管理有限公司, PRF - Invesco FTSE RAFI US 1000 ETF, WSML - iShares MSCI 全球小型股 ETF, 皮克顿马奥尼资产管理公司, 耶鲁山投资顾问有限公司, 普罗菲特古德森公司, 和 TEXN - iShares 德州股票 ETF .

本页面显示了上一报告期内增持或开仓的上市机构、基金和大股东的股权结构变化绿色行表示新头寸。点击链接图标查看完整的交易历史记录。

升级以解锁高级数据。

文件日期	来源	投资者	类型	股份	Δ 股份 (%)	报告价值 ($1000)	Δ 价值 (%)
2025-06-25	NP	FAB - First Trust Multi Cap Value 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		3,638	56.88	72	5.88
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		7,657	2.20	192	7.26
2025-08-14	13F	汉考克·惠特尼公司		18,652	56.63	468	64.21
2025-08-14	13F	塞伊投资公司		41,124	105.59	1,032	115.45
2025-07-09	13F	万通信托公司 Fsb/adv		238	103.42	6	150.00
2025-06-26	NP	DCOR - 维度美国核心股票 1 ETF		5,255	0.44	105	-32.03
2025-07-11	13F	多元化信托公司		15,923	10.73	400	15.99
2025-08-12	13F	瑞士国家银行		98,700	9.54	2,477	14.78
2025-08-14	13F	水产资本管理有限责任公司		22,114	260.57	555	280.14
2025-08-27	NP	VMNFX - 先锋市场中性基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		18,576	17.01	466	22.63
2025-08-27	NP	SEASONS SERIES TRUST - SA 多管理小型股投资组合 1 级		1,706	3.46	43	7.69
2025-03-26	NP	MOTBX - MainStay MacKay 小盘股核心基金 B 类		156,798	9.78	4,600	10.15
2025-07-15	13F	俄亥俄州公共雇员退休制度		2,549	11.16	64	16.67
2025-08-26	NP	PABAX - Putnam动态资产配置平衡基金A类股票		2,940	11.70	74	15.87
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		15,500	9.35	308	-25.78
2025-07-28	NP	AVSBX - Avantis 美国小型股股票基金 G 类		6,055	28.45	139	14.05
2025-08-27	NP	VTMSX - 先锋税务管理小型基金海军上将股票 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		319,491	5.62	8,019	10.65
2025-06-26	NP	FAVFX - 富达顾问价值基金 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		87,865	32.92	1,749	-9.85
2025-07-11	13F	德克萨斯州金斯顿资本合伙有限公司		12,480		0
2025-08-06	13F	第一地平线顾问公司		74		2
2025-07-23	13F	普罗菲特古德森公司		200		5
2025-08-15	13F	塔尔研究资本有限责任公司（TRC）		4,891	47.45	123	54.43
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		52,202	10.95	1,039	-24.78
2025-07-29	NP	VRTIX - Vanguard Russell 2000 指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		269,385	9.79	6,180	-2.46
2025-08-12	13F	嘉信理财投资管理公司		1,090,641	3.71	27,375	8.64
2025-05-29	NP	AFDVX - 应用金融探索者基金投资者类别		159,678	7.81	3,178	-26.88
2025-08-26	NP	PAEAX - Putnam动态资产配置成长基金A类股		4,190	11.73	105	17.98
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		23,289	5.93	463	-28.22
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		59,198	157.14	1,178	74.52
2025-08-11	13F	入口点资本有限责任公司		15,867	30.32	398	36.77
2025-08-12	13F	恒线顾问公司		156,461	5.06	3,927	10.06
2025-07-28	NP	VCSLX - 小盘股指数基金		24,658	20.32	566	6.81
2025-08-07	13F	奥尔沃斯金融有限公司		108	217.65	3
2025-06-30	NP	SMDX - Intech 标准普尔小型中型多元化阿尔法 ETF		10,150		202
2025-08-14	13F	阿默普莱斯金融公司		119,546	5.14	3,003	10.21
2025-08-27	13F/A	Squarepoint Ops LLC		58,279		1,463
2025-07-28	NP	QVMS - Invesco S&P SmallCap 600 QVM 多因素 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		7,951	0.28	182	-10.78
2025-07-30	NP	FSAKX - 战略顾问美国全股票基金		32,597	2.17	748	-9.23
2025-08-28	NP	DTSGX - 小型公司成长投资组合投资类别		1,049	1,591.94	26	1,200.00
2025-08-22	NP	FISVX - 富达小盘价值指数基金 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		37,867	1,091.54	950	879.38
2025-08-06	13F	真实财富设计有限责任公司		355	1,872.22	9
2025-08-29	NP	JADMX - 小盘机会信托资产净值		4,529	36.33	114	43.04
2025-06-26	NP	ETTOX - E*TRADE 免费总市场指数基金		16		0
2025-07-29	NP	ESGV - 先锋ESG美国股票ETF ETF股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		12,110	9.23	278	-3.15
2025-07-15	13F	第五第三银行		191	109.89	5	100.00
2025-06-24	NP	SFSNX - Schwab Fundamental 美国小公司指数基金机构股票 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		85,777	12.48	1,707	-23.74
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		25,801	8.61	648	13.71
2025-08-12	13F	顾问资产管理公司		4,625	18.23	116	24.73
2025-08-13	13F	资本基金管理公司		11,261		283
2025-07-28	13F	安联资产管理有限公司		84,556	0.74	2,122	5.52
2025-08-14	13F	CoreCap 顾问有限责任公司		28,677	10.79	720	15.97
2025-08-14	13F	萨斯奎哈纳国际集团有限责任公司	Put	32,100	224.24	806	239.66
2025-08-27	NP	LQPE - PEO AlphaQuest(TM) 主题 PE ETF		1,345	11.80	34	17.86
2025-08-14	13F	萨斯奎哈纳国际集团有限责任公司	Call	30,000	152.10	753	164.21
2025-07-15	13F	毅力家族办公室有限责任公司		82		2
2025-08-28	NP	QCSTRX - 股票账户类别 R1		353,500	142.96	8,873	154.50
2025-07-16	13F	阿拉斯加州税务部		30,657	8.32	1
2025-08-22	NP	可变保险产品基金 III - 价值策略投资组合初始类别		351,000	11.64	8,810	16.95
2025-08-14	13F	瑞银资产管理美洲公司		193,818	39.85	4,865	46.51
2025-08-13	13F	亚利桑那州退休系统		15,075	13.03	378	18.50
2025-08-14	13F	法国巴黎银行套利公司		143,757	21.00	3,608	26.77
2025-06-27	NP	RETL - Direxion 每日零售牛市 3 倍股票		12,134	1.95	241	-30.95
2025-08-22	NP	KVALX - 肯尼迪资本小型股价值基金机构类别股票		12,068	32.44	303	38.53
2025-08-04	13F	联合银行		14,766	2.75	0
2025-08-11	13F	LSV资产管理		2,041,415	20.85	51	27.50
2025-08-06	NP	林肯可变保险产品信托 - LVIP SSGA 小盘指数基金标准类别		40,410	2.80	1,014	7.76
2025-07-25	13F	俄勒冈州公务员退休基金		11,816	0.85	297	5.71
2025-08-28	NP	VLU - SPDR S&P 1500 价值倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1,993	8.14	50	13.64
2025-08-26	NP	VVICX - Voya VACS 指数系列 SC 投资组合		3,789	3.84	95	9.20
2025-08-13	13F	胜利资本管理公司		329,654	17.84	8,274	23.46
2025-08-22	NP	可变保险产品基金 II - 扩展市场指数投资组合初始类别		2,682	13.21	67	19.64
2025-08-28	NP	WBIY - WBI功率因数高股息ETF		10,479	16.90	263	22.90
2025-08-08	13F	大西洋信托有限责任公司		18		0
2025-07-10	13F	穆迪国家银行信托部		8,775		220
2025-07-28	NP	AVSU - Avantis 责任美国股票 ETF		1,120	8.74	26	-3.85
2025-06-26	NP	KCXIX - Knights of Columbus 美国全盘指数基金 I 股		201	1.01	4	-40.00
2025-08-14	13F	加拿大养老金计划投资委员会		3,800		95
2025-08-28	NP	SFLO - VictoryShares 小盘股自由现金流 ETF		53,436	29.69	1,341	35.87
2025-08-15	13F	卡克斯顿联合律师事务所		44,217		1,110
2025-05-22	NP	ROSC - 哈特福德多因素小盘股 ETF		6,910	10.56	166	-9.34
2025-07-28	NP	XSHD - Invesco S&P SmallCap 高股息低波动性 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		48,735	16.60	1,118	3.52
2025-08-22	NP	FESM - 富达增强型小型股 ETF		340,423	4.94	8,545	9.93
2025-06-24	NP	SWSSX - 嘉信小盘指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		133,287	2.88	2,652	-30.23
2025-07-22	13F	湾港财富管理有限责任公司		2	100.00	0
2025-08-13	13F	斑眼贸易有限责任公司		106		3
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		365,543	15.63	7,274	-21.57
2025-08-12	13F	德意志银行\		169,063	282.74	4,243	301.04
2025-08-14	13F	千禧管理有限公司		407,105	197.89	10,218	212.10
2025-08-13	13F	斑眼贸易有限责任公司	Call	13,800	23.21	346	29.10
2025-08-29	NP	JAFEX - 总股票市场指数信托资产净值		976	10.66	24	14.29
2025-08-14	13F	美国银行 /de/		345,438	67.51	8,671	75.47
2025-08-07	13F	CSM 顾问有限责任公司		160,189		4
2025-08-13	13F	斑眼贸易有限责任公司	Put	3,700		93
2025-06-27	NP	EBIT - Harbor AlphaEdge 小型股收益者 ETF		299	12.83	6	-28.57
2025-08-22	NP	FEAC - 富达增强型美国全市值股票 ETF		112	27.27	3	0.00
2025-08-29	NP	FTHNX - Fuller & Thaler 行为小型股票基金投资者股票		864,226	12.84	21,692	18.21
2025-08-14	13F/A	巴克莱银行		125,824	3.40	3	50.00
2025-08-26	NP	PACAX - Putnam动态资产配置保守基金A类股票		449	8.45	11	22.22
2025-07-29	NP	ISMD - Inspire 中小型影响力 ETF		15,019	15.26	345	2.38
2025-08-13	13F	诚信合作伙伴有限责任公司		11,604		291
2025-06-18	NP	HUSIX - Huber Capital 小盘价值基金投资者类别		171,924	17.98	3,421	-19.98
2025-08-08	13F	哈特兰有限公司		1,381	15.08	35	21.43
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		91,486		1,821
2025-06-27	NP	RSSL - Global X Russell 2000 ETF		32,498	6.38	647	-27.90
2025-06-26	NP	AZTD - Aztlan 全球股票精选 DM SMID ETF		19,176	7.13	382	-27.43
2025-08-07	13F	Campbell & CO 投资顾问有限责任公司		24,478		614
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent 小盘股指数投资组合 A 类		37,843	0.87	950	5.68
2025-08-12	13F	美国世纪公司		107,210	19.40	2,691	25.06
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		61,185	2.58	1,536	7.42
2025-07-25	13F	CWM有限公司		12,763	578.88	0
2025-08-14	13F/A	斯科波斯实验室有限公司		1,226	145.69	31	172.73
2025-08-07	13F	Parkside 金融银行与信托		119	26.60	3	0.00
2025-08-15	13F	摩根士丹利		804,534	50.77	20,194	57.94
2025-07-25	13F	Envestnet 投资组合解决方案公司		9,537		239
2025-07-24	13F	美国合众银行\de\		325	7.62	8	14.29
2025-08-07	13F	洛杉矶资本管理有限公司		38,386		963
2025-07-24	13F	CWM 顾问有限责任公司		15,861	10.62	398	16.03
2025-08-11	13F	启发顾问有限责任公司		115,894		2,909
2025-08-14	13F	工程师门经理 LP		103,575	245.58	2,600	261.98
2025-07-24	13F	资本顾问有限公司		82	215.38	0
2025-08-12	13F	保德信金融公司		53,250	5.86	1,669	4.64
2025-08-14	13F	星云研究与开发有限责任公司		39,992	66.57	1,004	74.43
2025-07-22	13F	HFM投资顾问有限责任公司		5	400.00	0
2025-08-26	NP	EQ ADVISORS TRUST - 1290 VT 小盘价值投资组合 IB 级		5,475	1,268.75	137	1,041.67
2025-09-04	13F/A	顾问集团控股公司		14,011	175.32	352	190.08
2025-07-22	NP	GSSC - 高盛 ActiveBeta(R) 美国小盘股 ETF		33,361	15.18	765	2.41
2025-08-26	NP	TRSYX - T. Rowe Price 小盘股指数基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		5,005	13.11	126	17.92
2025-08-26	NP	FLQS - 富兰克林 LibertyQ 美国小盘股 ETF		4,140	8.78	104	13.19
2025-08-20	NP	全国可变保险信托 - NVIT 小盘指数基金 II 类		10,025	6.26	252	11.06
2025-08-26	13F/A	路德教会的 Thrivent 金融		37,843	0.87	1
2025-08-29	NP	JAFVX - 战略股权配置信托系列资产净值		7,872	3.81	198	8.84
2025-06-26	NP	DFUS - 维度美国股票 ETF		16,250	37.13	323	-6.92
2025-07-30	NP	DEEP - Roundhill 收购方深度价值 ETF		10,249	6.45	235	-5.24
2025-08-04	13F	汉兹金融服务公司		261	3,628.57	0
2025-08-12	13F	MAI资本管理		542	11.75	14	18.18
2025-08-12	13F	Legal & General 集团有限公司		141,978	2.61	3,564	7.48
2025-04-01	NP	MYLD - Cambria 微型和小型股股东收益 ETF		7,990	2.32	234	2.63
2025-08-08	13F/A	斯特林资本管理有限公司		971	1,665.45	24	2,300.00
2025-07-28	NP	AVSC - Avantis 美国小盘股 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		69,066	82.18	1,584	61.96
2025-07-24	NP	HSMNX - Horizon 美国防御性中小盘基金投资者类别		18,509		425
2025-08-27	NP	BBVSX - Bridge Builder 中小盘价值基金		16,430	1,135.34	412	930.00
2025-06-30	NP	VEXPX - VANGUARD EXPLORER 基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		343,323	7.36	6,832	-27.18
2025-07-09	13F	港湾资本顾问公司		300	12.78	0
2025-08-14	13F	Point72 亚洲（新加坡）私人有限公司有限公司		5,050	798.58	127	869.23
2025-07-29	NP	BOGIX - 博格尔投资管理小型股成长基金		43,437	288.56	996	159.38
2025-06-18	NP	HULIX - Huber Capital 股票收益基金投资者类别		674,203	8.66	13,417	-26.31
2025-06-26	NP	TSMOX - TIAA-CREF 量化小型/中型股票基金退休类别		140,840	5.03	2,803	-28.77
2025-07-28	NP	RWJ - Invesco S&P SmallCap 600 收入 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		195,625	10.00	4,488	-2.27
2025-08-14	13F	维登咨询有限责任公司		20,455		513
2025-08-13	13F	罗素投资集团有限公司		95,161	0.08	2,389	4.83
2025-08-19	13F	怀俄明州		7,913		199
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		40,043	0.71	919	-10.53
2025-08-05	13F	亨廷顿国家银行		30	233.33	1
2025-08-14	13F	舍恩菲尔德战略顾问有限责任公司		60,125	64.88	1,509	72.85
2025-08-13	13F	耶鲁山投资顾问有限公司		333		8
2025-07-29	NP	EBI-长景优势ETF		5,021	2,448.73	115	2,200.00
2025-08-08	13F	英泰投资管理有限公司		236,966	6.62	5,948	11.70
2025-07-25	NP	SCHA - 嘉信美国小型股 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		242,712	4.20	5,568	-7.43
2025-08-06	13F	法国巴黎银行资产管理控股公司		743		0
2025-08-27	NP	SEASONS SERIES TRUST - SA Putnam 资产配置多元化增长投资组合 1 级		311	9.51	8	16.67
2025-08-27	NP	TLEQX - 小盘股票基金		5,229	56.23	131	35.05
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		1,386	19.59	35	25.93
2025-08-14	13F	阿佐拉资本有限合伙人		755,429		18,961
2025-08-08	13F	创意策划		24,942	117.04	626	127.64
2025-08-15	13F	大西人寿保险公司 /can/		51,444	5.62	1	0.00
2025-08-13	13F	古根海姆资本有限公司		11,727		294
2025-08-11	13F	布拉德利·福斯特和萨金特公司/ct		26,016		653
2025-07-25	NP	AFSM - First Trust Active Factor 小盘股 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		535	0.19	12	-7.69
2025-08-14	13F	匡蒂诺资本管理有限公司		13,777		346
2025-08-18	13F	前排顾问有限责任公司		374		10
2025-05-29	NP	TPSC - Timothy Plan 美国小盘股核心 ETF		14,084	13.11	337	-7.16
2025-07-28	NP	MSSM - 摩根士丹利 Pathway 中小型股 ETF		2,471	22.75	57	9.80
2025-07-31	13F	尼萨投资顾问有限公司		12,183	5.53	311	12.32
2025-08-05	13F	纽约梅隆银行		791,626	1.36	19,870	6.18
2025-07-28	13F	纽约州教师退休制度		81,377	0.26	2	100.00
2025-08-06	13F	里亚托财富管理有限责任公司		1		0
2025-08-05	13F	昌盛财富管理有限公司		8,300		208
2025-08-08	13F	拉森金融集团有限责任公司		68		2
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		12,178	155.04	242	72.86
2025-06-24	NP	NLSAX - Neuberger Berman 多头空头基金 A 类		0	-100.00	0	-100.00
2025-08-08	13F	Pnc 金融服务集团公司		3,786	8.98	95	14.46
2025-08-13	13F	马歇尔·韦斯律师事务所		684,990	4.64	17,193	9.62
2025-07-16	13F	肯德尔资本管理公司		93,930	2.10	2,358	6.94
2025-06-26	NP	DFAS - 维度美国小型股 ETF		153,590	7.60	3,056	-27.03
2025-05-15	13F	德克萨斯州永久学校基金		213,757		4,254
2025-08-13	13F	帕纳戈拉资产管理公司		313,854	5.32	7,878	10.32
2025-06-18	NP	HUDIX - Huber Capital 多元化大盘价值基金投资者类别		29,732	15.54	592	-21.62
2025-08-14	13F	普莱斯 T Rowe Associates Inc /md/		55,950	15.48	1	0.00
2025-08-14	13F	地平线投资有限责任公司		19,204		482
2025-08-08	13F	维斯特科公司		4,619	371.81	0
2025-08-26	NP	Texas Capital Funds Trust - Texas Capital 德克萨斯股票指数 ETF		583	4.29	15	7.69
2025-08-14	13F	加拿大皇家银行		20,009	369.47	502	392.16
2025-08-14	13F	立体派系统策略有限责任公司		130,692	1,288.42	3,280	1,357.78
2025-08-07	13F	康纳克拉克伦投资管理有限公司		325,554	189.32	8,171	203.08
2025-08-28	NP	HEJD - VictoryShares 对冲股票收益 ETF		5,837	144.02	147	156.14
2025-08-01	13F	Y-Intercept (香港) 有限公司		42,107		1,057
2025-08-14	13F	拉扎德资产管理公司		6,927	7.31	0
2025-08-18	NP	PACIFIC SELECT FUND - PD 小盘价值指数投资组合 P 级		4,378	1,828.63	110	1,716.67
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		36,857	22.83	733	-16.70
2025-07-17	13F	迪努佐私人财富有限公司		13	30.00	0
2025-07-29	NP	VIOO - Vanguard S&P Small-Cap 600 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		172,831	3.41	3,965	-8.13
2025-06-25	NP	FYT - First Trust 小盘价值 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		19,748	31.86	393	-10.71
2025-07-25	NP	FNDA - 嘉信基本面美国小公司指数 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		413,409	1.58	9,484	-9.75
2025-06-26	NP	FSSNX - 富达小型股指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		548,136	3.64	10,908	-29.70
2025-08-29	NP	MFUS - PIMCO RAFI 动态多因素美国股票 ETF		646	8.57	16	14.29
2025-07-21	13F	美洲咨询服务有限责任公司		847		21
2025-08-14	13F	联信银行		17,515	5.89	440	10.86
2025-07-29	13F	弗吉尼亚退休系统等		87,400	77.64	2,194	86.16
2025-06-27	NP	SUNAMERICA SERIES TRUST - SA 小型股指数投资组合 1 级		6,097	2.56	121	-30.46
2025-08-14	13F	Citadel 顾问有限公司	Put	33,200	19.86	833	25.64
2025-06-24	NP	MOPCX - NYLI WMC 小型公司基金 C 类		156,975		3,124
2025-06-26	NP	CRSSX - 天主教责任投资小盘基金机构股		20,498	2.18	408	-30.78
2025-08-18	13F	金刚狼贸易有限公司	Call	16,500		420
2025-08-18	13F	金刚狼贸易有限公司	Put	7,900		201
2025-08-14	13F	Citadel 顾问有限公司		162,898	27.94	4,089	34.03
2025-08-14	13F	托罗索投资有限责任公司		41,769	53.83	1,048	61.23
2025-08-28	NP	CBHAX - 胜利市场中性收益基金 A 类		257,328	23.27	6,459	29.13
2025-08-27	NP	安联可变保险产品信托 - AZL 小盘股指数基金 2 级		16,445	2.64	413	7.57
2025-08-08	13F	宾夕法尼亚州公立学校就业重新注册系统		13,213	8.10	332	13.36
2025-08-14	13F	制造商人寿保险公司		25,705	1.91	645	6.79
2025-08-08	13F	基贝克阿尔法，LP		9,703		244
2025-08-29	NP	DES - WisdomTree 美国小型股股息基金不适用		215,419	1.60	5,407	6.44
2025-08-12	13F	LPL 金融有限责任公司		42,795	62.81	1,074	70.75
2025-08-28	NP	IWN - iShares Russell 2000 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		304,273	958.41	7,637	765.87
2025-08-12	13F	公共部门养老金投资委员会		175,462	8.31	4,404	13.48
2025-08-12	13F	全球退休合作伙伴有限责任公司		0		0
2025-08-19	NP	西北互助系列基金公司 - 600 指数股票投资组合		18,187	3.77	456	8.83
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		25,070	13.59	499	-23.03
2025-08-14	13F	Aqr资本管理有限公司		216,050	347.53	5,423	369.03
2025-08-08	13F	新泽西州警察和消防员退休系统		12,726	10.51	319	16.00
2025-08-13	13F	EverSource 财富顾问有限责任公司		739	199.19	19	260.00
2025-07-24	NP	FSOAX - 富达顾问价值策略 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		650,600	6.03	14,925	-5.80
2025-08-28	NP	DTSVX - 小型公司价值投资组合投资类别		2,030	306.00	51	233.33
2025-08-28	NP	KVLE - KFA Value Line(R) 动态核心股票指数 ETF		17,609		442
2025-06-26	NP	贝莱德基金 - iShares Russell 中小型股指数基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		7,497	14.65	149	-21.99
2025-06-27	NP	PRF - Invesco FTSE RAFI US 1000 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		7,399		147
2025-08-08	13F	Geode资本管理有限公司		1,341,347	2.07	33,672	6.91
2025-08-14	13F	惠灵顿管理集团有限责任公司		783,324	40.81	19,661	47.52
2025-08-18	NP	太平洋精选基金 - 小盘股票投资组合 I 类		2,442	846.51	61	771.43
2025-07-30	13F	第一公民银行和信托公司		9,854		247
2025-08-27	NP	VTSMX - 先锋总股票市场指数基金投资者份额 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1,602,733	1.24	40,229	6.06
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		29,344	8.91	673	-3.17
2025-08-12	13F	皮克顿马奥尼资产管理公司		1,566		0
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		280,580	5.74	6,437	-6.06
2025-07-16	13F	签名有限责任公司		181	58.77	5	100.00
2025-08-12	13F	普利股权公司		0		0
2025-08-12	13F	XTX Topco有限公司		13,199		331
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		24,548	583.79	563	511.96
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		9,506	6.21	189	-27.86
2025-05-23	NP	HDGE - AdvisorShares Ranger 股票熊市 ETF	Short	-30,000		-719
2025-06-26	NP	TIEIX - TIAA-CREF 机构类别股票指数基金		56,933	212.77	1,133	111.99
2025-07-14	13F	伽玛投资有限责任公司		2,617	414.15	66	441.67
2025-08-11	13F	金瑞基金顾问有限责任公司		18,049		453
2025-07-25	NP	PMIYX - 普特南收入策略投资组合 -		153	8.51	4	0.00
2025-08-13	13F	第一信托顾问有限公司		107,579	36.00	2,700	42.48
2025-07-07	13F	Versant 资本管理公司		1,580	67.20	40	77.27
2025-08-14	13F	雷蒙德詹姆斯金融公司		157,605	2.58	3,956	7.44
2025-07-15	13F	财务管理专业人士公司		854		21
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		76,149	17.93	1,747	4.74
2025-08-26	NP	TEXN - iShares 德州股票 ETF		108		3
2025-08-12	13F	SRS 资本顾问公司		214	478.38	5
2025-08-08	13F	三菱日联信托银行		141,810	17.55	3,559	23.15
2025-07-31	13F	财通国际资产管理有限公司		165		4
2025-08-12	13F	Nuveen有限责任公司		931,808	122.74	23,388	133.34
2025-08-22	NP	可变保险产品基金 II - 总市场指数投资组合初始类别		1,198	20.89	30	30.43
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		3,063	10.22	70	-1.41
2025-06-26	NP	FDVLX - 富达价值基金 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		2,071,074	27.05	41,214	-13.83
2025-08-14	13F	富国银行/百万		37,664	31.29	945	37.55
2025-08-12	13F	富兰克林资源公司		37,404	5.46	939	10.48
2025-08-14	13F	富勒泰勒资产管理公司		905,718	12.86	22,734	18.23
2025-08-29	NP	JAEWX - 小盘股指数信托资产净值		10,185	0.57	256	5.37
2025-07-25	13F	优素福资本管理有限公司		19,093	4.24	479	9.36
2025-07-28	NP	QRSVX - FPA Queens Road 小盘价值基金投资者类别		844,867	50.88	19,381	34.05
2025-06-25	NP	ISCB - iShares 晨星小型股 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		2,384	3.79	47	-29.85
2025-08-26	NP	Profunds - Profund 小盘股价值副总裁		1,124	0.99	28	7.69
2025-08-14	13F	Ieq资本有限公司		4,535,114	517.80	113,831	547.21
2025-07-25	13F	海明顿财富管理		181	15.29	0
2025-07-11	13F/A	Umb Bank 北美/月		193	58.20	5	100.00
2025-08-11	13F	环球保险及服务有限公司		244,409	0.20	6,135	4.96
2025-08-13	13F	挪威银行		17,526		440
2025-08-11	13F	斯通里奇投资合伙公司		13,408		0
2025-05-05	13F	林布鲁克资本有限公司		3		0
2025-08-25	NP	DSMC - 馏分油中小型现金流 ETF		19,198		482
2025-06-26	NP	FFLV - 富达基本面大盘价值 ETF		746	57.72	15	7.69
2025-08-14	13F	简街集团有限责任公司		117,150	35.51	2,940	41.96
2025-07-25	NP	WSML - iShares MSCI 全球小型股 ETF		2,730		63
2025-08-14	13F	简街集团有限责任公司	Call	12,700		319
2025-06-24	NP	BBSC - 摩根大通 BetaBuilders 美国小盘股 ETF		17,415	11.51	347	-24.45
2025-08-14	13F	海德兰兹技术有限责任公司		31,360	10.25	787	15.57
2025-08-01	13F	德克萨斯州教师退休制度		67,336	367.87	1,690	391.28
2025-08-08	13F	美国信安金融集团		255,303	0.02	6,408	4.79
2025-08-14	13F	布拉格金融顾问公司		889,643	22.84	22,330	28.69
2025-08-14	13F	第一资产管理有限公司		1,200		31
2025-08-14	13F	拉弗蒂资产管理有限责任公司		13,668	7.89	343	13.20
2025-08-14	13F	Qube研究与技术有限公司		783,997	27.30	19,678	33.36
2025-07-23	13F	Klp资本管理公司		10,700	24.42	272	32.04
2025-06-26	NP	FLXSX - 富达 Flex 小盘股指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		10,439	18.48	208	-19.77
2025-07-24	13F	IFP 顾问公司		277	38.50	7	75.00
2025-07-29	NP	SSMAX - Siit 中小盘股票基金 - A 类		38,200	124.71	876	100.00
2025-07-28	NP	HDG - ProShares 对冲复制 ETF		71	12.70	2	0.00
2025-07-29	NP	GCAVX - GMO 美国小型价值基金 VI 级		3,182	190.06	73	157.14
2025-08-12	13F	峰会全球投资		42,138		1
2025-08-14	13F	间隔合伙人有限合伙人		85,724	43.22	2,152	50.00
2025-07-24	NP	FSKAX - 富达全市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		95,349	7.41	2,187	-4.58
2025-08-29	NP	DHS - WisdomTree 美国高股息基金不适用		31,679	2.00	795	6.85
2025-06-26	NP	USMIX - 扩展市场指数基金		6,150	3.47	122	-29.89
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		19,547	0.46	448	-10.76
2025-08-05	13F	科顿资本公司		10,057		252
2025-07-25	NP	PMSAX - 全球多策略基金A类		2,111	2.78	48	-9.43
2025-08-28	NP	XRT - SPDR(R) S&P(R) 零售 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		162,286	26.77	4,073	32.80
2025-08-07	13F	帕卢斯资本管理公司		6,866	3.67	172	8.86
2025-08-13	13F	双峰财富顾问有限责任公司		10		0
2025-06-25	NP	FYX - First Trust 小盘核心 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		85,641	37.88	1,704	-6.48
2025-05-02	13F	纳帕特里资本有限公司		27,837	7.57	667	-11.67
2025-07-29	NP	VIOV - Vanguard S&P Small-Cap 600 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		103,756	3.12	2,380	-8.36
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		800,406	0.58	20,090	5.37
2025-08-14	13F	布雷文·霍华德资本管理有限责任公司		42,925	217.12	1,077	232.41
2025-08-11	13F	Wbi 投资公司		10,479	16.90	263	22.90

US:UPBD	US$25.02
DE:RAC	€21.40

MX:UPBD / Upbound Group, Inc. - 机构投资人持股 - 买家

机构和基金投资人持股 - 买家

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