ATR 机构投资人持股, 买家

机构和基金投资人持股 - 买家

在阿普塔集团公司中开设新头寸的主要持有者包括 GMBVX - GMO 小型股优质基金 R6 类, 奥里贝尔资本管理有限合伙人, DFSTX - 美国小型股投资组合 - 机构类别, 第一信托可变保险信托 - 第一信托/道琼斯股息和收入分配投资组合 I 类, Worldquant Millennium Advisors Llc, 布斯贝基金管理有限公司, CZMSX - 多管理人小盘股票策略基金机构类别, 启发顾问有限责任公司, FWOZX - 富达女性领导力基金富达顾问女性领导力基金：Z 级, 交响金融有限公司, WSML - iShares MSCI 全球小型股 ETF, Ieq资本有限公司, Glenmede投资管理有限公司, 林登沃尔德顾问公司, 红杉财务顾问有限责任公司, FELV - 富达增强型大盘价值 ETF, 耆那全球有限公司, 卡里街合伙金融有限责任公司, FSGS - 小型股美国股票精选 ETF, 和绿叶信托 .

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 (%)
2025-08-06	13F	萨凡特资本有限责任公司		7,090	18.86	1,109	25.31
2025-08-20	NP	QHFRX - AQR MS Fusion HV 基金 R6 类		125		20
2025-08-26	NP	GFSYX - 机构战略另类基金		2,176	38.42	340	45.92
2025-06-27	NP	信息 - Harbor PanAgora 动态大盘核心 ETF		1,528	4.37	229	-0.43
2025-08-13	13F	挪威银行		755,492		118,182
2025-07-23	13F	登普兹·南希·E		24,358	1.56	3,810	7.08
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		22,818	86.96	3,422	78.36
2025-06-27	NP	SMLL – Harbor Active 小型股 ETF		2,242	35.88	336	29.73
2025-08-28	NP	VETAX - 胜利梧桐成立价值基金 A 类		1,625,000	0.62	254,199	6.08
2025-08-06	NP	林肯可变保险产品信托 - LVIP SSGA 中小盘 200 基金标准级		5,725	4.30	896	9.95
2025-08-14	13F	未来资产全球ETFS控股有限公司		3,089	28.76	483	36.06
2025-08-06	13F	瑞索纳资产管理有限公司		3,660	4.36	573	10.00
2025-06-26	NP	DFAC - 维度美国核心股票 2 ETF		87,272	0.14	13,086	-4.44
2025-05-15	13F	格伦梅德信托公司		3,706	14.52	550	8.07
2025-08-13	13F	卡里街合伙金融有限责任公司		1,925		301
2025-08-26	NP	FSGS - 小型股美国股票精选 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		1,839		288
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		76,664	2.39	11,993	7.95
2025-07-10	13F	交易所交易概念有限公司		5,337	1.91	835	7.34
2025-08-11	13F	安尼斯·加德纳·惠廷资本顾问有限责任公司		73		11
2025-07-17	13F	绿叶信托		1,644		257
2025-06-26	NP	PQCCX - PGIM QMA 中型核心股票基金 R6 级		300	17.65	45	10.00
2025-08-14	13F	千禧管理有限公司		475,390	93.13	74,365	103.61
2025-08-14	13F	萨斯奎哈纳国际集团有限责任公司		12,320	576.55	1,927	613.70
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		362,823	0.16	57,471	8.11
2025-08-14	13F	萨斯奎哈纳国际集团有限责任公司	Put	46,500	910.87	7,274	966.42
2025-08-14	13F	萨斯奎哈纳国际集团有限责任公司	Call	8,300	38.33	1,298	45.84
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		221,170	6.23	33,164	1.36
2025-08-14	13F	第一集团贸易有限公司	Call	100		16
2025-08-18	13F/A	加拿大国家银行/fi/		598		94
2025-06-27	NP	OSCV - Opus 小盘价值 ETF		51,542	12.84	7,729	7.66
2025-08-11	13F	Aptus 资本顾问有限公司		55,409	9.55	8,668	15.50
2025-07-17	13F	罗利资本管理公司		3		0
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		98,898	5.82	15,665	14.23
2025-08-13	13F	丽都顾问有限责任公司		60,694	1,086.12	9,495	1,150.86
2025-07-23	13F	萨切塔有限责任公司		8	33.33	1
2025-08-08	13F	乌龟投资管理有限公司		12	20.00	2	0.00
2025-04-29	NP	SEIAX - SIIT 多元资产真实回报基金 - A 类		0	-100.00	0	-100.00
2025-08-12	13F	支点资产管理有限公司		5,862		917	403.30
2025-07-29	NP	EBI-长景优势ETF		686	23.83	109	33.33
2025-07-25	NP	NTIAX - 哥伦比亚中盘指数基金 A 类		56,663	0.73	8,975	8.72
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		13,556	0.42	2,033	-4.20
2025-07-14	13F	公园大道证券有限公司		3,319		1
2025-06-26	NP	SMDVX - 哈特福德施罗德美国中型股机会基金 A 级		122,777	40.71	18,410	34.26
2025-08-20	NP	AQMIX - AQR 管理期货策略基金 I 类		10,315	509.63	1,614	542.63
2025-08-08	13F	Geode资本管理有限公司		1,749,276	3.71	282,868	9.51
2025-07-21	13F	凭证 Qtrade 证券公司		2,721	193.21	392	242.98
2025-08-14	13F	索恩资本管理有限公司		102,429	90.17	16,023	100.48
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		10,224	6.18	1,619	14.58
2025-08-14	13F	Fieldview 资本管理有限公司		4,871		762
2025-08-14	13F	柯罗尼集团有限责任公司		66,241	0.56	10,362	6.03
2025-06-26	NP	DVRAX - MFS 全球另类策略基金 A		350	32.08	52	26.83
2025-08-13	13F	百达资产管理控股公司		10,278	1.29	1,608	6.85
2025-06-23	NP	PPSFX - 大型股价值基金 III R-3		1,664	10.42	250	5.51
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		67,155	1.88	10,637	9.97
2025-09-04	13F/A	顾问集团控股公司		759	248.17	119	268.75
2025-08-07	13F	Zions Bancorporation，全国协会 /ut/		16,764	7.01	2,622	12.82
2025-08-14	13F	阿默普莱斯金融公司		327,607	183.83	51,248	199.24
2025-07-28	13F	道明资产管理公司		62,583	5.45	9,790	11.16
2025-07-28	13F	港口投资公司		620	3.33	97	7.87
2025-07-22	13F	湾港财富管理有限责任公司		4	100.00	1
2025-07-22	13F	HFM投资顾问有限责任公司		5	150.00	1
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		176,333	2.64	27,931	10.79
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		30,421	1.76	4,562	-2.92
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		10,975	16.21	1,646	10.85
2025-08-11	13F	花旗集团		58,775	45.24	9,194	53.13
2025-08-28	NP	LGLV - SPDR SSGA 美国大盘低波动指数 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		26,795	5.68	4,192	11.40
2025-08-08	13F/A	斯特林资本管理有限公司		4,354	18.64	681	25.18
2025-07-10	13F	巴德尔银行		2,480	70.10	383	76.85
2025-08-07	13F	阿卡迪亚资产管理有限公司		487,782	1.00	76	7.04
2025-07-30	13F	Deka银行德意志Girozentrale		31,734	80.24	5	100.00
2025-08-04	13F	资产标记公司		41	173.33	6	200.00
2025-08-14	13F	北卡罗来纳州财政部长		30,559	1.16	5	0.00
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		19,810	2.12	2,971	-2.56
2025-06-24	NP	FHESX - Federated Hermes SDG Engagement 股票基金机构股票 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		19,205	4.40	2,880	-0.38
2025-08-26	NP	SCDV - Bahl & Gaynor 小型股股息 ETF		20,443	15.35	3,198	21.61
2025-08-04	13F	克里克穆尔资产管理有限责任公司		1,867	34.03	292	41.75
2025-07-24	13F	林登沃尔德顾问公司		2,858		447
2025-08-08	13F	哈特兰有限公司		992	3.23	155	9.15
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		15,197	3.76	2,377	9.39
2025-06-25	NP	FAD - First Trust Multi Cap Growth AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1,468	14.06	220	8.91
2025-08-07	13F	HighPoint 顾问集团有限责任公司		2,473	0.73	387	4.61
2025-07-21	13F	克伦威尔控股有限公司		10		2
2025-07-28	13F	莫兰财富管理有限责任公司		24,494	3.61	3,832	9.24
2025-08-26	13F/A	路德教会的 Thrivent 金融		32,829	3.66	5	25.00
2025-08-14	13F	简街集团有限责任公司		82,550		12,913
2025-08-27	NP	JNL 系列信托 - JNL/DFA 美国小型股基金 (A)		5,444	142.49	852	155.56
2025-08-14	13F	简街集团有限责任公司	Put	4,000		626
2025-08-26	NP	IRMAX - Voya RussellTM 中型股指数投资组合 ADV 级		5,347	1.08	836	6.63
2025-08-07	13F	ProShare 顾问有限责任公司		223,807	15.03	35,010	21.27
2025-07-08	13F	NBC 证券公司		91		0
2025-08-14	13F	都铎投资公司等		63,115		9,873
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		2,884	1.91	432	-2.70
2025-08-20	NP	QMFNX - AQR MS 融合基金 N 类		113		18
2025-08-26	NP	WAMFX - 华登中型股基金		19,035	1.63	2,978	7.12
2025-08-14	13F	牛津资产管理公司		3,022		473
2025-07-23	NP	CFSLX - 专栏小型股基金		1,673	6.76	265	15.72
2025-04-28	NP	GMAYX - GMO 小盘优质基金 I 级		95,911	5.52	14,075	-10.48
2025-06-26	NP	KCXIX - Knights of Columbus 美国全盘指数基金 I 股		290	6.23	43	2.38
2025-06-26	NP	DFUV - 维度美国市场价值 ETF		57,670	0.21	8,648	-4.38
2025-08-14	13F	塞伊投资公司		124,271	13.65	19,440	19.82
2025-08-14	13F	维维恩基金管理有限责任公司		42,012	555.93	6,572	591.68
2025-08-07	13F	莫尔投资管理有限公司		1,400,757	16.39	219,120	22.70
2025-08-11	13F	环球保险及服务有限公司		33,929	4.12	5,308	9.76
2025-08-11	13F	启发顾问有限责任公司		5,521		864
2025-07-29	NP	Voya 全球优势及优质机会基金		5,510	15.30	873	24.39
2025-08-01	13F	贝西默集团公司		1,094	6.63	0
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		22,408	2.58	3,360	-2.10
2025-07-25	13F	德莱尼·丹尼斯·R		47,369	1.27	7,410	6.76
2025-07-10	13F	纳富尔顿银行		2,297	0.57	359	6.21
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		646,844	9.93	101,186	15.89
2025-06-26	NP	DCOR - 维度美国核心股票 1 ETF		4,327	24.84	649	19.12
2025-08-21	NP	LAZARD RETIRMENT SERIES INC - Lazard Retirement 全球动态多资产投资组合投资者股票		2,254	378.56	353	382.19
2025-08-14	13F	顾问操作系统有限责任公司		1,333		209
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		2,895	9.53	434	4.58
2025-07-30	13F	遗产财富资产管理有限责任公司		6,811	7.92	1,065	13.78
2025-08-06	13F	第一地平线顾问公司		128	9.40	20	17.65
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		2,113,723	0.68	330,650	6.14
2025-06-26	NP	ISCG - iShares Morningstar 小盘成长 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		18,532	5.45	2,779	0.62
2025-06-26	NP	DXUV-美国维度矢量股票 ETF		549	42.97	82	36.67
2025-08-14	13F	舍布鲁克公园顾问有限公司		2,417		378
2025-07-31	13F	R平方有限公司		1,469		230
2025-08-12	13F	博克夫，那		6,890	2.39	1,078	7.92
2025-08-12	13F	XTX Topco有限公司		9,240	36.79	1,445	44.21
2025-08-14	13F	Glenmede投资管理有限公司		3,201		501
2025-08-11	13F	罗斯柴尔德投资有限公司		6	200.00	1
2025-08-05	13F	斯皮斯索森资本集团公司		82,655	2.21	13	9.09
2025-06-24	NP	SNXFX - 嘉信 1000 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		21,944	2.89	3,291	-1.82
2025-08-14	13F	斯诺登资本顾问有限责任公司		1,607	1.64	251	7.26
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		14,364	1.47	2,275	9.53
2025-07-07	13F	Versant 资本管理公司		1,060	5.05	166	10.74
2025-05-02	13F	资本 A 财富管理有限责任公司		21	320.00	3
2025-08-14	13F	Palisade 资本管理有限公司/新泽西州		28,073	6.24	4,391	12.02
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		11,504	2.34	1,725	-2.32
2025-08-01	13F	Y-Intercept (香港) 有限公司		13,776		2,155
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		23,051	2.07	3,651	10.17
2025-07-24	NP	FIDJX - 富达 SAI 可持续部门基金		2,014	13.91	319	23.17
2025-05-27	NP	AXMNX - Acclivity 中盘多风格基金 Acclivity 中盘多风格 N 股		85	4.94	13	0.00
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		9,105	8.73	1,365	3.80
2025-07-24	13F	托莱多信托公司 Na /oh/		470		74
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		2,011	6.91	319	15.22
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		95,426	6.58	15,115	15.04
2025-07-28	NP	REGL - ProShares S&P MidCap 400 Dividend Aristocrats ETF		217,161	14.30	34,398	23.38
2025-08-11	13F	道明沃特豪斯加拿大公司		19,689	6.90	3,128	14.12
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		11,927	1.88	1,866	7.37
2025-07-23	13F	诺蒂斯·麦康纳蒂·爱德华		37,329	0.80	5,839	6.28
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		9,518	20.48	1,489	26.96
2025-06-26	NP	SMMV - iShares Edge MSCI Min Vol USA Small-Cap 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		27,979	2.89	4,195	-1.83
2025-07-28	NP	AVLC - Avantis 美国大盘股票 ETF		1,762	13.24	279	22.37
2025-07-28	NP	AVMV - Avantis 美国中盘价值 ETF		5,348	45.29	847	56.85
2025-08-13	13F	法国外贸银行		9,097		1,423
2025-08-13	13F	亚利桑那州退休系统		19,252	0.86	3,012	6.32
2025-08-07	13F	奥尔沃斯金融有限公司		4,788	0.55	749	3.88
2025-08-22	NP	CVMC - Calvert 美国中盘核心责任指数 ETF		526	2.53	82	7.89
2025-08-11	13F	交响金融有限公司		4,283		670
2025-08-06	13F	顾问投资有限责任公司		2,541	0.71	397	6.15
2025-06-26	NP	贝莱德 ETF 信托 - 贝莱德未来美国主题 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		14,771	3,630.05	2,215	3,470.97
2025-08-14	13F	耆那全球有限公司		2,301		360
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		33,535	0.25	5,246	5.68
2025-08-08	13F	等投资顾问公司		3,402	29.26	532	36.41
2025-08-11	13F	GW&K 投资管理有限公司		292,697	1.00	46	7.14
2025-08-13	13F	第一信托顾问有限公司		117,078	20.93	18,315	27.49
2025-08-13	13F	EverSource 财富顾问有限责任公司		565	534.83	88	576.92
2025-08-14	13F	Worldquant Millennium Advisors Llc		17,521		2,741
2025-07-07	13F	瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司		331	164.80	52	183.33
2025-06-26	NP	DFSU - 维度美国可持续发展核心 1 ETF		5,240	7.69	786	2.75
2025-07-14	13F	伽玛投资有限责任公司		1,620	18.51	253	25.25
2025-08-12	13F	皮克顿马奥尼资产管理公司		14,280	0.56	2	0.00
2025-08-14	13F	安科拉顾问有限责任公司		16		3
2025-08-14	13F	Aqr资本管理有限公司		405,066	136.02	62,769	149.52
2025-06-27	NP	BBMIX - BBH Select 系列 - 中型基金 I 类股票		128,146	4.57	19,215	-0.22
2025-08-14	13F	加拿大皇家银行		220,402	67.88	34,476	76.98
2025-08-26	NP	FSCS - 中型股美国股票精选 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		2,623	640.96	410	720.00
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		35,486	9.05	5,621	17.70
2025-08-05	13F	尼古拉斯公司		139,850	0.01	21,877	5.44
2025-08-29	NP	STXM-Strive 中型股 ETF		326	7.95	51	13.64
2025-08-06	13F	里亚托财富管理有限责任公司		9	50.00	1
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		5,007	4.20	793	12.48
2025-07-29	NP	JSTC - Adasina 社会正义全盘全球 ETF		3,378	16.56	535	25.88
2025-07-30	NP	FSAKX - 战略顾问美国全股票基金		196,683	2.35	31,155	10.47
2025-06-25	NP	HSMV - First Trust Horizon 管理波动性中小型 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		2,901	2.87	435	-1.81
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		1,473	4.03	230	9.52
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		677	6.95	106	12.90
2025-08-14	13F	Qube研究与技术有限公司		309,053	41.18	48,345	48.84
2025-07-28	NP	AVSU - Avantis 责任美国股票 ETF		1,053	9.92	167	18.57
2025-06-26	NP	DFUS - 维度美国股票 ETF		17,127	10.89	2,568	5.81
2025-07-28	NP	AVMC - Avantis 美国中型股票 ETF		2,061	10.63	326	19.41
2025-07-28	NP	MSSM - 摩根士丹利 Pathway 中小型股 ETF		2,886	12.12	457	21.22
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		28,964	8.82	4,343	3.85
2025-07-29	NP	BLES - 激励全球希望 ETF		2,054	5.99	325	14.44
2025-08-08	13F	维斯特科公司		3,000		0
2025-08-05	13F	新方资本有限责任公司		3		0
2025-06-26	NP	FDWM - 富达女性领导力 ETF		160		24
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		6,960	74.96	1,044	66.88
2025-06-25	NP	DGRO - iShares 核心股息增长 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		56,971	6.63	8,543	1.74
2025-08-13	13F	洛克波特财富有限责任公司		2,436		381
2025-08-12	13F	富兰克林资源公司		25,445	9.52	3,980	15.46
2025-08-13	13F	卡里街合伙人投资咨询有限公司		42		7
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent 适度配置投资组合 A 类		3,152	8.43	493	14.39
2025-06-26	NP	DFAU - 维度美国核心股票市场 ETF		11,627	10.74	1,743	5.70
2025-07-25	13F	海明顿财富管理		186	8.77	0
2025-08-11	13F	五大湖顾问有限公司		32,419	2,195.96	5,071	2,326.32
2025-07-29	13F	巴尔博亚财富合作伙伴		1,628	3.30	255	9.01
2025-08-26	NP	IIFAX - Voya 平衡收益投资组合 ADV 级		2,641	2.32	413	8.12
2025-07-18	13F	联合规划公司		8,102	11.83	1,267	17.86
2025-08-27	13F/A	Squarepoint Ops LLC		42,596	356.26	6,663	381.08
2025-07-21	13F	美洲咨询服务有限责任公司		119		19
2025-08-04	13F	密钥银行国家协会/哦		4,521	0.31	707	5.84
2025-08-14	13F	Ieq资本有限公司		3,202		501
2025-06-26	NP	FEQHX - 富达对冲股票基金		1,779	18.68	267	13.19
2025-08-28	NP	SSBIX - 道富平衡指数基金 K 类		407	7.11	64	12.50
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		10,678	13.50	1,601	8.32
2025-06-26	NP	DFAS - 维度美国小型股 ETF		38,464	1,794.78	5,768	1,707.84
2025-08-07	13F	声景财富顾问集团有限责任公司		1,910	7.85	299	13.74
2025-08-29	NP	DON - WisdomTree 美国中型股股息基金不适用		72,774	1.05	11,384	6.54
2025-08-14	13F/A	洛克菲勒资本管理有限责任公司		130,504	3.04	20,415	8.63
2025-07-25	NP	CZMSX - 多管理人小盘股票策略基金机构类别		7,017		1,111
2025-08-14	13F	沃洛里奇投资管理有限公司		84,410		13,204
2025-08-20	NP	QLFIX - AQR LSE 融合基金 I 类		73		11
2025-07-16	13F	史蒂芬森国家银行和信托公司		581		91
2025-08-12	13F	Trexquant 投资有限责任公司		42,722	38.17	6,683	45.66
2025-08-28	NP	Elevation Series Trust - TrueShares 主动收益 ETF		1,164		182
2025-08-11	13F	布朗兄弟哈里曼公司		389,082	6.17	60,864	11.93
2025-06-25	NP	NAWGX - Voya 全球股票基金 A 类		9,447	18.19	1,417	12.74
2025-08-20	NP	QLEIX - AQR 多空股票基金 I 类		14,051	148.82	2,198	162.49
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		3,503	7.32	548	13.02
2025-08-12	13F	科尔德斯特里姆资本管理公司		3,818	0.66	597	6.23
2025-04-22	NP	AFMC - First Trust Active Factor Mid Cap 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		406	79.65	60	51.28
2025-07-15	13F	霍尔·劳里·J 受托人		26,800	1.23	4,192	6.72
2025-07-15	13F	巴伦坦合作伙伴有限责任公司		3,611	13.88	565	20.00
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent 全球股票投资组合 A 类		1,535	5.94	240	11.63
2025-08-26	NP	Profunds - Profunds 中型成长股副总裁		320	8.11	50	16.28
2025-08-13	13F	加州公务员退休制度		116,951	2.49	18,295	8.04
2025-09-04	13F	雷德斯·麦克维资本管理有限责任公司		297,776	0.52	47	6.98
2025-08-14	13F	两个 Sigma 顾问，有限合伙人		51,100	25.25	7,994	32.05
2025-08-14	13F	普莱斯 T Rowe Associates Inc /md/		46,574	3.05	7	16.67
2025-06-26	NP	ETTOX - E*TRADE 免费总市场指数基金		13		2
2025-08-13	13F	奥西亚姆		15		2
2025-08-14	13F	元盛资本集团有限公司		2,382		373
2025-06-26	NP	DFA INVESTMENT DIMENSIONS GROUP INC - 美国小型成长型投资组合机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		39,247	336.32	5,885	316.49
2025-08-13	13F	贝尔德金融集团有限公司		41,020	103.07	6,417	114.08
2025-08-13	13F	西北互助财富管理公司		747	135.65	117	146.81
2025-08-07	13F	苏黎世州银行 (Zurcher Kantonalbank)		19,537	6.88	3,056	12.68
2025-08-21	NP	MSCQX - 美世美国中小型股票基金 I 类		23,257	8.06	3,638	13.94
2025-08-14	13F	富国银行/百万		128,669	0.04	20,128	5.46
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		38,076	1.28	6,031	9.34
2025-08-06	13F	南州公司		4		1
2025-08-14	13F/A	斯科波斯实验室有限公司		681	886.96	107	960.00
2025-07-23	13F	高注财富有限责任公司		14		2
2025-08-01	13F	Envestnet资产管理公司		220,445	2.45	34,484	8.02
2025-08-13	13F	胜利资本管理公司		2,226,776	0.34	348,335	5.79
2025-08-12	13F	嘉信理财投资管理公司		426,095	0.83	66,654	6.30
2025-08-05	13F	伯尼公司/		1,868	11.99	292	18.22
2025-08-14	13F	Occudo 定量策略 Lp		15,054		2,355
2025-08-12	13F	旅程战略财富有限公司		1,398		219
2025-08-28	NP	新时代阿尔法基金信托 - NAA 中期成长基金机构类		2,347	2.31	367	7.94
2025-06-23	NP	MGPIX - 中型成长型深度基金投资者类别		125	47.06	19	38.46
2025-07-09	13F	万通信托公司 Fsb/adv		290	4.32	45	9.76
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		48,109	0.67	7,526	6.14
2025-08-12	13F	奥肖内西资产管理有限公司		13,216	8.98	2,067	14.90
2025-08-13	13F	M&T银行公司		4,766	2.56	745	8.13
2025-08-13	13F	施罗德投资管理集团		440,773	40.24	68,950	49.31
2025-08-14	13F	Gen-Wealth Partners 有限公司		1,816	0.72	284	6.37
2025-07-16	13F	签名有限责任公司		1,133	3.94	177	9.94
2025-08-15	13F	Captrust 财务顾问		5,366	11.51	839	17.51
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		298,690	1.50	46,724	7.01
2025-08-14	13F	希尔顿资本管理有限责任公司		11,293	10.30	1,767	16.26
2025-07-28	NP	AVUQ-Avantis美国优质ETF		730		116
2025-07-15	13F	毅力家族办公室有限责任公司		19		3
2025-08-22	NP	FELV - 富达增强型大盘价值 ETF		2,481		388
2025-08-12	13F	Elo 相互养老保险公司		11,099	1.97	1,736	7.49
2025-08-14	13F	美世全球顾问公司 /adv		2,091	7.40	327	13.54
2025-08-08	13F	SG美洲证券有限责任公司		7,648	86.49	1
2025-08-14	13F	里格斯资产管理有限公司		40		6
2025-08-11	13F	WPG顾问有限责任公司		7		1
2025-08-12	13F	Axq资本有限合伙人		1,667		261
2025-08-13	13F	诚信合作伙伴有限责任公司		40,149	97.35	6,280	108.08
2025-08-27	NP	SEASONS SERIES TRUST - SA 多管理中型价值投资组合 1 级		469	5.63	73	12.31
2025-08-13	13F	象限资本集团有限公司		5,633	47.96	881	56.21
2025-06-23	NP	PMPRX - 中型价值基金 I R-3		158,343	14.76	23,744	9.50
2025-08-12	13F	银色信托公司		3,135	10.58	490	16.67
2025-08-26	NP	JMEE - 摩根大通市场扩张增强型股票 ETF		26,346	3.38	4,121	8.99
2025-07-23	13F	Klp资本管理公司		17,000	3.66	2,659	9.29
2025-07-29	13F	弗吉尼亚退休系统等		8,382	9.11	1,311	15.10
2025-08-08	13F	Pnc 金融服务集团公司		8,385	0.58	1,312	5.98
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		413	10.13	65	16.36
2025-08-22	NP	PAPI - 参数股票溢价收入 ETF		7,171	43.02	1,122	50.87
2025-07-15	13F	诺登集团有限公司		4,285	10.21	670	16.32
2025-08-12	13F	维度基金顾问有限公司		892,956	11.59	139,685	17.66
2025-06-26	NP	SPECX - Alger Spectra 基金 A 类	Short	-23,876		-3,580
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		10,519	40.89	1,645	48.60
2025-08-13	13F	Natixis 顾问有限公司		154,398	19.20	24	26.32
2025-07-22	NP	JUST - 高盛 JUST 美国大盘股票 ETF		794	1.53	126	9.65
2025-06-26	NP	JHML - 约翰汉考克多因素大盘 ETF		2,451	3.68	368	-1.08
2025-08-14	13F	美国银行 /de/		460,322	3.55	72,008	9.16
2025-05-15	13F	德克萨斯州永久学校基金		33,639		5,044
2025-06-26	NP	SMCO - 希尔顿中小型股机会 ETF		7,912	8.18	1,186	3.22
2025-08-08	13F	三菱日联信托银行		24,825	18.69	3,883	25.14
2025-08-28	NP	新时代阿尔法可变基金信托 - NAA 中期增长系列		5,447	12.06	852	18.17
2025-08-14	13F	峰会步道顾问有限公司		2,624		410
2025-08-20	NP	QSPIX - AQR 风格溢价另类基金 I 类	Short	-13,975	-23.75	-2,186	-19.60
2025-08-13	13F	克雷塞特资产管理有限责任公司		4,051	43.81	634	51.80
2025-08-14	13F	斯蒂菲尔金融公司		13,758	8.25	2,154	14.16
2025-08-13	13F	Centiva 资本有限合伙人		5,362		839
2025-08-26	NP	FTHI - First Trust BuyWrite 收益 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		19,239	55.96	3,010	64.43
2025-08-20	NP	QRPNX - AQR 另类风险溢价基金 N 级	Short	-1,989	-11.28	-311	-6.33
2025-08-13	13F	格兰瑟姆·梅奥·范·奥特卢有限公司		387,318	12.98	60,588	19.11
2025-07-18	13F	财富管理研究所有限责任公司。		1,534		240
2025-08-28	NP	FARYX - Fulcrum多元化绝对回报基金超级机构级		648	24.38	101	31.17
2025-08-14	13F	联伯恩斯坦有限责任公司		90,165	3.84	14,105	9.48
2025-08-14	13F	尼亚影响顾问有限公司		9,479	0.15	1,483	5.56
2025-07-23	NP	CFSSX-专栏小盘精选基金		9,593	15.58	1,520	24.71
2025-07-30	13F	论坛财务管理有限合伙人		1,506	6.66	236	12.44
2025-08-14	13F	Synovus金融公司		9,619	29.31	1,505	36.36
2025-07-11	13F/A	Umb Bank 北美/月		836	38.64	131	46.07
2025-08-12	13F	贝莱德公司		6,239,747	0.91	976,084	6.38
2025-08-28	NP	SLGFX - SIMT 大盘指数基金 F 类		1,400	7.69	219	14.06
2025-08-06	13F	福克斯运行管理有限公司		3,484		545
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		33,761	1.86	5,348	9.93
2025-08-20	NP	QMNIX - AQR 股票市场中性基金 I 类	Short	-3,559	-5.45	-557	-0.36
2025-05-30	NP	Humankind Benefit Corp - Humankind 美国股票 ETF		157	18.94	23	15.00
2025-08-05	13F	韦克菲尔德资产管理有限责任公司		9,573		1,498
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		23,949	4.64	3,794	12.95
2025-06-27	NP	SUNAMERICA 系列信托 - SA 中型股指数投资组合 1 级		11,214	6.05	1,682	1.20
2025-05-30	NP	SIFAX - SIMT 多资产通胀管理基金 F 类		0	-100.00	0	-100.00
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		2,130	4.00	319	-0.62
2025-08-28	NP	新时代阿尔法可变基金信托 - NAA 全市值系列		1,295	1.09	203	6.32
2025-04-18	NP	QGRO - American Century STOXX 美国优质增长 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		11,871	23.44	1,742	4.75
2025-08-14	13F	多伦多道明银行		9,128	13.04	1,430	19.37
2025-08-12	13F	巴尔盖纳公司		55,553	7.78	8,690	13.62
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		226,512	0.74	35,433	6.21
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		31,707	1.60	4,754	-3.06
2025-04-28	NP	BFOR - 巴伦 400 ETF		2,378	1.19	349	-14.29
2025-08-04	13F	奎克财富管理有限责任公司		1		0
2025-08-15	13F	Kestra 咨询服务有限责任公司		4,774	1.94	747	7.49
2025-05-23	NP	SHRT - Gotham 空头策略 ETF		123	778.57	18	800.00
2025-08-12	13F	西格尔·布莱恩特和哈米尔有限公司		174,308	28.79	27,267	35.79
2025-07-29	NP	SIXL - 6 Meridian 低 Beta 股票策略 ETF		5,287	4.69	837	12.96
2025-06-23	NP	MDPIX - 中型深度投资者类别		243	22.73	36	16.13
2025-08-07	13F	休斯金融服务有限责任公司		4		1
2025-08-12	13F	普利股权公司	Put	0		0
2025-07-18	13F	信托金融公司		22,165	7.67	3,467	13.52
2025-08-12	13F	普利股权公司	Call	0		0
2025-07-25	NP	WSML - iShares MSCI 全球小型股 ETF		3,913		620
2025-08-12	13F	普利股权公司		0		0
2025-06-26	NP	FWOZX - 富达女性领导力基金富达顾问女性领导力基金：Z 级		5,513		827
2025-08-20	NP	全国可变保险信托 - NVIT 中盘指数基金 I 类		27,512	2.01	4,304	7.55
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		25,587	5.09	4,053	13.41
2025-08-14	13F	布斯贝基金管理有限公司	Call	17,500		2,738
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent 积极配置投资组合 A 类		1,316	5.96	206	11.41
2025-06-23	NP	税务管理小型股投资组合 - 税务管理小型股投资组合		36,109	9.58	5,415	4.56
2025-08-04	13F	俄亥俄州		16,664	29.44	2,607	36.44
2025-08-12	13F	SRS 资本顾问公司		146	5.04	24	15.00
2025-07-31	13F	尼萨投资顾问有限公司		137	38.38	21	50.00
2025-06-26	NP	DFSTX - 美国小型股投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		26,675		4,000
2025-07-14	13F	农商投资公司		66,913	5.84	10,467	11.59
2025-08-14	13F	克劳福德投资顾问公司		172,861	80.89	27,041	90.70
2025-05-23	NP	GVLU - Gotham 1000 价值 ETF		1,848	1,069.62	274	1,342.11
2025-07-31	13F	惠普伍德顾问有限公司		15	25.00	2	0.00
2025-08-14	13F	维登咨询有限责任公司		2,304	5.11	360	10.77
2025-08-19	13F	怀俄明州		1,074		168
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		25,229	0.89	3,947	6.36
2025-08-14	13F	Wiley Bros.-aintree Capital, Llc		6,563	102.06	1,027	122.56
2025-08-12	13F	吉特曼财富管理有限责任公司		1,004		157
2025-08-14	13F	瑞银资产管理美洲公司		312,842	37.17	48,938	44.61
2025-07-24	13F	Jfs 财富顾问有限公司		56	1.82	9	0.00
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent 适度保守配置投资组合 A 类		694	9.29	109	14.89
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		1,221	5.44	193	14.20
2025-08-05	13F	Simplex 贸易有限公司	Put	6,500		1
2025-08-05	13F	Simplex 贸易有限公司		1,087	385.27	0
2025-08-05	13F	Simplex 贸易有限公司	Call	400		0
2025-08-26	NP	EQ ADVISORS TRUST - ATM 中盘波动率管理投资组合 K 级		6,088	1.81	952	7.33
2025-08-12	13F	LPL 金融有限责任公司		48,886	3.50	7,647	12.56
2025-08-08	13F	十字马克全球控股公司		4,382	24.70	685	31.48
2025-08-06	13F	AE 财富管理有限责任公司		189,900	3.94	29,706	9.58
2025-07-28	NP	MSLC - 摩根士丹利 Pathway 大盘股 ETF		2,417	10.97	383	19.75
2025-08-14	13F	Scopus 资产管理有限公司		162,470	4.82	25,415	10.51
2025-08-08	13F	创意策划		6,277	55.22	982	63.50
2025-08-14	13F	地平线投资有限责任公司		7,552		1,178
2025-08-26	NP	FTKI - First Trust Small Cap BuyWrite Income ETF		61		10
2025-08-20	NP	QCFIX - AQR CVX 融合基金 I 类		122		19
2025-08-06	13F	法国巴黎银行资产管理控股公司		119,919	4.27	19	5.88
2025-06-26	NP	TILVX - TIAA-CREF 大盘价值指数基金机构类别		28,430	7.55	4,263	2.62
2025-07-22	NP	GUSA - 高盛 MarketBeta 美国 1000 股票 ETF		2,260	0.18	358	7.85
2025-07-25	13F	红杉财务顾问有限责任公司		2,493		390
2025-08-13	13F	奥里贝尔资本管理有限合伙人	Call	93,300		14,595
2025-08-12	13F	Legal & General 集团有限公司		142,813	2.31	22,340	7.86
2025-08-08	13F	新泽西州警察和消防员退休系统		24,799	2.95	3,879	8.53
2025-07-29	NP	Voya 全球股票股息及溢价机会基金		16,818	14.96	2,664	24.09
2025-05-12	13F	桑迪泉银行		12		2
2025-07-29	NP	GAAVX - GMO 另类配置基金 VI 类		16,518	31.43	2,616	41.87
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		47,066	13.88	7,058	8.67
2025-07-29	NP	SMXAX - SIIT 扩展市场指数基金 - A 类		10,266	5.12	1,626	13.47
2025-05-05	13F	林布鲁克资本有限公司		996	1,506.45	148	1,533.33
2025-08-18	13F	吉诺斯财富管理公司		18	260.00	3
2025-08-12	13F	路石控股有限责任公司		18,210	4.91	2,849	10.60
2025-08-29	NP	JAFEX - 总股票市场指数信托资产净值		1,105	3.76	173	8.86
2025-08-14	13F	道富银行		2,868,365	1.53	448,698	7.04
2025-08-27	NP	高级系列信托 - Ast 小型成长型投资组合		2,957	146.01	463	159.55
2025-07-25	13F	正义投资有限责任公司		5,974	22.34	935	29.01
2025-08-14	13F	拉扎德资产管理公司		78,690	3,560.00	12
2025-08-13	13F	Edgestream 合伙人有限合伙人		21,754		3,403
2025-06-30	NP	PAMC - Pacer Lunt MidCap 多因子交流发电机 ETF		3,478	60.57	522	85.41
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		123,479	0.81	19,559	8.81
2025-08-14	13F	ICW 投资顾问有限责任公司		8,689	4.23	1,359	9.95
2025-07-16	13F	霍华德资本管理集团有限责任公司		132,531	0.00	20,732	5.43
2025-08-14	13F	两西格码投资有限合伙人		70,882	25.33	11,088	32.14
2025-08-13	13F	地理财富管理有限责任公司		1,999	31.77	313	38.67
2025-05-22	NP	ROUS - Hartford 多因子美国股票 ETF		2,056	4.31	305	-1.29
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		7,119	1.99	1,114	7.54
2025-08-11	13F	波特赛德财富集团有限责任公司		1,963	8.27	307	14.13
2025-07-25	13F	斯蒂芬斯咨询有限公司		3		0
2025-07-11	13F	桥溪资本管理有限责任公司		26,311	0.97	4,116	6.44
2025-08-26	NP	Profunds - Profunds 中型价值副总裁		222	11.00	35	17.24
2025-08-06	13F	大西洋联合银行股份公司		12		2
2025-08-26	NP	第一信托可变保险信托 - 第一信托/道琼斯股息和收入分配投资组合 I 类 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		19,245		3,010
2025-08-22	NP	哥伦比亚基金可变系列信托 II - CTIVP - Victory Sycamore 成立价值基金 3 级		41,100	1.48	6,429	6.99
2025-07-25	NP	SNPD - Xtrackers S&P ESG Dividend Aristocrats ETF		179	9.82	28	21.74
2025-08-14	13F	星云研究与开发有限责任公司		7,909	191.31	1,237	207.71
2025-07-28	13F	安联资产管理有限公司		10,724	143.51	1,678	156.81
2025-07-10	13F	财富增值咨询服务有限公司		11,691	22.87	1,883	33.38
2025-08-14	13F	魁北克加丁储蓄银行联合会		25	31.58	4	-25.00
2025-08-22	NP	CVLC - Calvert 美国大盘核心责任指数 ETF		866	7.05	135	12.50
2025-07-30	NP	AUSF - Global X 自适应美国因子 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		2,999	28.55	475	38.89
2025-08-14	13F	匡蒂诺资本管理有限公司		62,933	39.20	9,845	46.75
2025-08-14	13F	高盛集团公司		97,035	9.38	15,179	15.32
2025-08-20	NP	QMHIX - AQR 管理期货策略 HV 基金 I 类		5,371	-1,132.88	840	-1,190.91
2025-08-06	13F	真实财富设计有限责任公司		24	26.32	4	50.00
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent 适度激进配置投资组合 A 类		3,132	8.00	490	13.72
2025-07-24	13F	资本顾问有限公司		4		0
2025-08-08	13F	宾夕法尼亚州公立学校就业重新注册系统		16,968	6.75	2,654	12.55
2025-07-31	13F	CVA 家族办公室有限责任公司		4		1
2025-07-31	13F	剑桥投资研究顾问公司		1,399		0
2025-08-07	13F	Parkside 金融银行与信托		170	65.05	27	73.33
2025-08-14	13F	布雷文·霍华德资本管理有限责任公司		18,968		2,967
2025-07-17	13F	珍尼·蒙哥马利·斯科特有限责任公司		4,279	0.02	1
2025-08-07	13F	Montag A & Associates 公司		986	0.20	154	6.21
2025-08-12	13F	阿维索金融公司		17,755	24.62	2,777	31.42
2025-08-26	NP	SBHCX - Segall Bryant & Hamill 小盘股核心基金零售类别		9,738	37.33	1,523	44.77
2025-08-13	13F	双峰财富顾问有限责任公司		22		3
2025-07-15	13F	道明私人客户财富有限责任公司		38	100.00	6	150.00
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		3,255	5.27	488	0.62
2025-08-14	13F	全新世顾问有限合伙人		12,510	410.20	1,957	438.84
2025-08-12	13F	德意志银行\		194,264	35.87	30,389	43.25
2025-08-14	13F	Citadel 顾问有限公司	Put	4,100	173.33	641	188.74
2025-08-14	13F	水手有限责任公司		29,516	7.12	4,617	12.94
2025-08-14	13F	Citadel 顾问有限公司		63,206	4.35	9,887	10.01
2025-06-27	NP	ESGEX - Reynders、McVeigh 核心股票基金机构股票		13,158	1.54	1,973	-3.09
2025-08-11	13F	罗伊斯联合有限责任公司		12,248	0.01	1,916	5.39
2025-08-14	13F	Citadel 顾问有限公司	Call	7,700	1,183.33	1,205	1,252.81
2025-08-05	13F	GHP 投资顾问公司		46,640	0.36	7,296	5.80
2025-06-26	NP	FULVX - 富达美国低波动股票基金		1,816	5.46	272	0.74
2025-07-29	NP	GMBVX - GMO 小型股优质基金 R6 类		159,034		25,191
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		28,507	1.90	4,459	7.42
2025-08-04	13F	阿特里亚投资有限公司		3,611	91.97	565	102.15
2025-07-29	NP	PTL-Inspire 500 ETF		1,516	16.80	240	26.32
2025-08-14	13F	德肖公司		11,591	83.46	1,813	93.49
2025-08-29	NP	DGRW - WisdomTree 美国优质股息增长基金不适用		47,501	0.50	7,431	5.95

ATR / AptarGroup, Inc. - 机构投资人持股 - 买家

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