BGC / BGC Group, Inc. - 机构投资人持股 - 买家

BGC 集团公司
US ˙ NasdaqGS ˙ US0889291045

机构和基金投资人持股 - 买家

在BGC 集团公司中开设新头寸的主要持有者包括 CIBC 世界市场公司, 艾斯勒资本管理有限公司, 跳跃金融有限责任公司, Guardian 可变产品信托 - Guardian Small Cap Core VIP 基金, 沃洛里奇投资管理有限公司, 堡点资本合作伙伴有限责任公司, 永久资本有限合伙人, SWSCX - 嘉信小盘股票基金, SEIS – SEI 精选小型股 ETF, 林肯可变保险产品信托 - LVIP SSGA 中小盘 200 基金标准级, 协同财务管理有限责任公司, PSGIX - 贝莱德优势小型股成长基金机构, 主投资组合 - 活跃股票 主投资组合 活跃股票投资组合, Readystate资产管理有限公司, 伊塔乌联合银行控股公司, 咨询服务网络有限责任公司, 乐观退休集团有限责任公司, 永久资本管理有限公司, 耶鲁山投资顾问有限公司, 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
(%)
2025-08-13 13F 阿蒙迪 62,122 62,649.49 668
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 12,252,680 9.19 125,345 21.81
2025-08-14 13F 托罗索投资有限责任公司 1,897,733 5.63 19,414 17.84
2025-08-07 13F 洛杉矶资本管理有限公司 143,036 7.53 1,463 20.02
2025-08-28 NP CPAEX - Counterpoint Tactical Equity Fund A 类股票 76,825 786
2025-08-14 13F 柏图斯信托公司 (LTA) 60,592 620
2025-08-26 NP XJR - iShares ESG 筛选标普小盘 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 29,692 21.64 304 35.87
2025-06-23 NP PJARX - 小盘价值基金 II R-3 27,626 11.16 250 5.49
2025-08-12 13F Legal & General 集团有限公司 1,014,199 4.05 10,375 16.08
2025-07-24 13F 罗伯逊·斯蒂芬斯财富管理有限责任公司 1,559,058 1.02 15,949 12.71
2025-08-05 13F Simplex 贸易有限公司 78,920 180.91 1
2025-08-14 13F EP 财富顾问公司 52,449 22.66 537 36.73
2025-08-06 NP 林肯可变保险产品信托 - LVIP 摩根大通小型股核心基金服务类别 59,938 29.47 613 44.58
2025-07-29 NP Zacks Trust - Zacks 小型股核心基金投资者类别股份 5,700 53
2025-08-12 13F 富兰克林资源公司 126,197 1,291
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 370,848 1.84 3,360 -3.28
2025-08-26 NP PSOPX - 摩根大通小盘价值基金 I 类 445,265 29.05 4,555 44.01
2025-08-26 NP IWV - iShares Russell 3000 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 87,795 0.11 898 11.69
2025-08-14 13F Xponance公司 28,358 3.94 290 16.00
2025-07-30 13F 布莱克利金融集团有限责任公司 41,031 420
2025-05-23 NP QQMNX - Federated Hermes MDT 市场中性基金机构股票 0 -100.00 0 -100.00
2025-08-14 13F 匡蒂诺资本管理有限公司 17,192 176
2025-08-14 13F 工程师 门经理 LP 27,547 32.45 282 47.89
2025-06-24 NP BBSC - 摩根大通 BetaBuilders 美国小盘股 ETF 130,251 11.53 1,180 5.92
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 538,442 8.06 4,997 1.28
2025-06-18 NP REBYX - 美国小盘Y类股票基金 Short -22,216 -8.98 -201 -13.36
2025-08-28 NP SEIS – SEI 精选小型股 ETF 133,913 1,370
2025-07-24 NP HSMNX - Horizon 美国防御性中小盘基金投资者类别 164,288 359.74 1,525 331.73
2025-08-13 13F 肯尼迪资本管理公司 331,007 1.69 3,386 13.47
2025-08-13 13F 麦肯齐金融公司 235,337 80.92 2,407 101.93
2025-08-26 NP NSMAX - Nuveen NWQ 中小盘价值基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 306,111 4.72 3,132 16.83
2025-07-10 13F 财富增值咨询服务有限公司 12,172 132
2025-08-08 13F 史密斯菲尔德信托公司 9,713 1,145.26 0
2025-07-29 NP WPGTX - WPG 合作伙伴小/微型价值基金机构 71,563 0.38 664 -5.82
2025-08-14 13F/A 洛克菲勒资本管理有限责任公司 2,145,969 5.88 21,953 18.12
2025-08-13 13F 文艺复兴科技有限公司 1,237,048 44.25 12,655 60.94
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master 小盘股指数系列 621,144 1.91 6,354 13.69
2025-08-08 13F 三菱日联信托银行 25,177 258
2025-08-14 13F 两西格码投资有限合伙人 192,758 459.24 1,972 523.73
2025-08-06 13F 真实财富设计有限责任公司 20 400.00 0
2025-08-05 13F 山丘投资合伙公司 252,808 102.21 2,586 125.65
2025-06-26 NP DFAU - 维度美国核心股票市场 ETF 59,088 10.88 535 5.31
2025-08-27 NP VISVX - 先锋小型股价值指数基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,919,983 4.07 60,561 16.11
2025-08-14 13F 瑞银集团 1,183,659 53.72 12,109 71.50
2025-08-22 NP FESM - 富达增强型小型股 ETF 1,004,092 54.20 10,272 72.01
2025-08-14 13F 阿佐拉资本有限合伙人 1,736,032 40.93 17,760 57.21
2025-08-14 13F CIBC 世界市场公司 669,966 6,854
2025-08-14 13F 萨斯奎哈纳投资组合策略有限责任公司 31,623 324
2025-06-24 NP 创新者 ETF 信托 - 创新者美国小型股管理式 ETF 3,328 60.00 30 57.89
2025-08-18 13F/A 加拿大国家银行/fi/ 165,796 4.18 1,694 16.27
2025-08-20 NP RUSC - 美国小型股主动型股票ETF 7,239 74
2025-08-14 13F 沃洛里奇投资管理有限公司 345,387 3,533
2025-07-23 NP CFSLX - 专栏小型股基金 129,341 8.53 1,200 1.78
2025-07-07 13F Versant 资本管理公司 334 32.02 3 50.00
2025-08-26 NP NSCAX - Nuveen NWQ 小盘价值基金 - A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 782,617 0.39 8,006 12.00
2025-07-25 13F CWM有限公司 16,031 223.08 0
2025-08-14 13F 莱加托资本管理有限公司 836,419 0.38 8,557 11.99
2025-04-03 13F 第一夏威夷银行 160,002 28.17 1,467 29.82
2025-08-14 13F 阿尔格特全球有限公司 1,359,503 108.99 14 160.00
2025-08-29 NP STXK-Strive 小型股 ETF 10,981 3.57 112 15.46
2025-08-14 13F 星云研究与开发有限责任公司 169,341 94.69 1,732 117.31
2025-08-12 13F 艾斯勒资本管理有限公司 516,250 5,281
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 1,783,588 6.92 16,552 0.22
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 693,027 1.98 6,431 -4.40
2025-06-24 NP ESCKX - 1290 Essex 小盘成长基金 R 级 76,348 1.08 692 -4.03
2025-07-29 NP PSCNX - Penn Capital 特殊情况小型股股票基金机构类别 124,924 4.26 1,159 -2.28
2025-08-14 13F Ieq资本有限公司 22,178 11.49 227 24.18
2025-07-15 13F Bfsg 有限公司 25,270 0.76 259 12.66
2025-08-11 13F 安尼斯·加德纳·惠廷资本顾问有限责任公司 170 2
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 小盘股指数 VIP A 级 54,955 2.33 562 14.23
2025-08-15 13F 财富合作有限责任公司 1,166 57.78 12 83.33
2025-07-31 13F 剑桥投资研究顾问公司 19,690 0.31 0
2025-08-27 NP SEASONS SERIES TRUST - SA 多管理小型股投资组合 1 级 27,066 20.47 277 33.98
2025-08-28 NP QCSTRX - 股票账户类别 R1 2,600,096 1,684.80 26,599 1,889.38
2025-08-25 NP MML 系列投资基金 II - MML 小型股票基金初始类别 129,982 2.21 1,330 13.98
2025-05-29 NP SEASONS 系列信托 - SA 多管理适度增长投资组合 1 级 2,523 225.13 23 228.57
2025-08-15 13F 摩根士丹利 5,479,569 17.23 56,056 30.78
2025-08-08 13F 宾夕法尼亚州公立学校就业重新注册系统 97,233 8.55 995 21.07
2025-08-14 13F/A 斯科波斯实验室有限公司 2,239 88.15 23 120.00
2025-08-13 13F 华尔街眼资本有限责任公司 Put 7,700 20.31 79 34.48
2025-08-12 13F 艾根投资管理有限公司 49,795 509
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 指数投资组合 A 类 129,059 4.01 1,320 16.09
2025-08-12 13F/A 波士顿合作伙伴 9,550,387 12.46 97,467 25.88
2025-08-15 NP Guardian 可变产品信托 - Guardian Small Cap Core VIP 基金 412,434 4,219
2025-07-28 13F 港口投资公司 414 4
2025-08-01 13F Y-Intercept (香港) 有限公司 237,046 2,425
2025-08-18 NP 太平洋精选基金 - PD 小盘成长指数投资组合 P 类 12,158 36.67 124 69.86
2025-08-22 NP FECGX - 富达小盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 242,368 170.51 2,479 233.65
2025-08-26 NP EQ ADVISORS TRUST - EQ/摩根士丹利小型股成长投资组合 IB 级 58,353 133.63 597 187.92
2025-07-25 13F 海明顿财富管理 406 19.06 0
2025-08-14 13F PDT 合作伙伴有限责任公司 778,954 17.12 7,969 30.64
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 19,735 7.91 202 20.36
2025-08-14 13F 两个 Sigma 顾问,有限合伙人 120,918 150.77 1,237 179.64
2025-08-13 13F 裸金融服务公司 496 206.17 5 400.00
2025-07-25 13F 俄勒冈州公务员退休基金 86,258 0.58 882 12.21
2025-06-27 NP DASVX - Dunham 小盘价值基金 A 类 123,723 16.52 1,121 10.67
2025-08-26 NP Profunds - Profund 小盘成长股副总裁 4,775 3.40 49 14.29
2025-07-23 13F 路易斯安那州雇员退休制度 176,900 0.34 1,810 11.94
2025-08-15 13F 龙骨点有限责任公司 11,809 4.49 121 16.50
2025-06-26 NP DFUS - 维度美国股票 ETF 87,693 14.79 794 9.07
2025-08-07 13F 苏黎世州银行 (Zurcher Kantonalbank) 101,268 6.48 1,036 18.69
2025-08-14 13F 沃伦·艾弗里特资产管理有限责任公司 13,258 3.04 136 15.38
2025-06-18 NP RMYAX - 多策略收益基金 A 类 68,639 20.03 622 13.94
2025-07-14 13F 伽玛投资有限责任公司 4,778 0.59 49 11.63
2025-08-12 13F Elo 相互养老保险公司 79,798 118.66 816 144.31
2025-08-12 13F CM管理有限责任公司 350,000 16.67 3,580 30.13
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 9,540 27.23 98 42.65
2025-08-11 13F HighTower 顾问有限责任公司 43,595 96.25 446 119.21
2025-08-27 NP 俄亥俄国家基金公司 - ON BlackRock Advantage Small Cap Growth Portfolio 17,634 180
2025-08-13 13F 汇丰控股有限公司 74,654 48.42 762 68.21
2025-08-28 NP ESIX - SPDR S&P SmallCap 600 ESG 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 2,941 30
2025-08-14 13F 千禧管理有限公司 1,413,797 249.62 14,463 290.05
2025-08-22 NP 可变保险产品基金 II - 纪律严明的小型股投资组合初始类别 275,167 29.15 2,815 44.09
2025-07-22 13F HFM投资顾问有限责任公司 23 155.56 0
2025-07-22 13F 湾港财富管理有限责任公司 11 57.14 0
2025-08-12 13F 公共部门养老金投资委员会 1,291,145 8.77 13,208 21.34
2025-08-14 13F 采石场LP 4,406 45
2025-05-12 13F 桑迪泉银行 10,064 0.22 92 2.22
2025-08-13 13F 箭街资本有限合伙企业 741,743 26.38 7,588 40.99
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent 小盘股指数投资组合 A 类 278,479 1.29 2,849 12.97
2025-08-13 13F 罗素投资集团有限公司 1,687,632 4.74 17,264 16.85
2025-07-23 13F 公平信托公司 105,535 10.34 1,080 23.03
2025-07-24 13F 穆伦坎普公司 1,749,838 0.90 17,901 12.56
2025-07-23 13F Klp资本管理公司 98,600 12.56 1,009 25.53
2025-08-12 13F 恒线顾问公司 1,040,505 0.23 10,644 11.82
2025-08-05 13F 蒙特利尔银行/can/ 63,165 4.87 646 17.03
2025-08-15 13F Captrust 财务顾问 160,983 1.06 1,647 12.74
2025-08-14 13F Qube研究与技术有限公司 1,040,754 82.49 10,647 103.60
2025-08-13 13F M&T银行公司 187,049 0.95 1,914 12.60
2025-08-14 13F 曼氏集团 50,457 516
2025-08-14 13F 索罗斯基金管理公司 3,604,231 28.15 36,871 42.97
2025-08-04 13F 阿特里亚投资有限公司 10,364 106
2025-08-07 13F 奥尔沃斯金融有限公司 416 171.90 4 300.00
2025-08-29 NP JAEWX - 小盘股指数信托资产净值 68,262 0.10 698 11.68
2025-08-07 13F Parkside 金融银行与信托 12,230 0.16 125 12.61
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 8,436 11.40 86 24.64
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 68,098 14.24 617 8.45
2025-08-08 13F 伊塔乌联合银行控股公司 40,000 409
2025-07-08 13F 并行顾问有限责任公司 97 70.18 1
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 227,602 5.17 2,062 -0.10
2025-05-29 NP SSVSX - 胜利特别价值基金 A 类 57,019 22.60 523 23.99
2025-08-13 13F 景顺有限公司 8,741,720 5.16 89,428 17.32
2025-06-25 NP GSATX - 高盛小盘价值洞察基金 A 类 730,049 48.31 6,614 40.87
2025-08-04 13F 联合银行 107,403 1.04 1
2025-08-13 13F 挪威银行 334,240 3,419
2025-06-25 NP VFPIX - 私募资本管理价值基金 I 类 300,450 7.23 2,722 1.83
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 30,327 99.93 275 90.28
2025-08-13 13F 诚信合作伙伴有限责任公司 11,278 9.26 115 22.34
2025-06-18 NP 全国共同基金 - 全国基本全盘股票投资组合 R6 级 11,040 17.71 100 12.36
2025-08-14 13F 沙山全球顾问有限公司 11,567 118
2025-08-14 13F 佩恩资本管理公司 2,238,373 0.00 22,958 11.56
2025-08-14 13F 萨斯奎哈纳国际集团有限责任公司 506,941 12.55 5,186 25.57
2025-08-14 13F 萨斯奎哈纳国际集团有限责任公司 Put 38,800 397
2025-08-08 13F 大西洋信托有限责任公司 60 1
2025-08-14 13F 塞伊投资公司 178,479 8.90 1,826 21.50
2025-08-26 NP IJR - iShares 核心标普小盘股 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 22,557,237 5.50 230,761 17.70
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 112,115 3.74 1,016 -1.55
2025-08-04 13F 汉兹金融服务公司 56 60.00 0
2025-08-12 13F 普利股权公司 0 0
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 5,842,326 1.16 59,767 12.85
2025-07-25 13F 优素福资本管理有限公司 142,406 2.29 1,457 14.11
2025-07-23 13F Prime资本投资顾问有限责任公司 62,143 0.09 636 11.60
2025-06-25 NP FYC - First Trust 小盘增长 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 276,319 43.24 2,503 36.03
2025-07-11 13F/A Financiere des Professionnels - 投资基金公司 17,193 176
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 170,913 2.20 1,548 -2.95
2025-08-07 13F Readystate资产管理有限公司 46,468 475
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 2,042,792 1.30 18,957 -5.05
2025-08-14 13F 加拿大皇家银行 1,075,177 876.61 10,999 989.01
2025-07-28 13F 纽约州教师退休制度 199,734 23.15 2 100.00
2025-08-25 NP STCE - 嘉信加密主题 ETF 136,616 16.45 1,398 29.95
2025-08-15 13F 塔尔研究资本有限责任公司(TRC) 61,778 540.25 632 617.05
2025-08-13 13F 纽约州共同退休基金 2,221,762 0.13 23 10.00
2025-08-27 NP Brighthouse Funds Trust I - 摩根大通小盘价值投资组合 A 类 119,479 31.71 1,222 47.05
2025-08-29 NP DON - WisdomTree 美国中型股股息基金 不适用 247,417 4.76 2,531 16.91
2025-08-26 13F/A 路德教会的 Thrivent 金融 278,479 1.29 3 0.00
2025-08-26 NP IRSIX - Voya Russell™ 小盘股指数投资组合 ADV 级 72,738 0.37 744 12.05
2025-07-14 13F Counterpoint 共同基金有限责任公司 76,825 89.60 786 113.90
2025-03-31 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 116,594 41.12 1,112 43.67
2025-07-22 13F 沿海投资顾问公司 24,820 1.85 254 13.45
2025-08-12 13F 嘉信理财投资管理公司 4,669,075 0.07 47,765 11.64
2025-08-26 NP PSGIX - 贝莱德优势小型股成长基金机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 74,283 760
2025-08-28 NP SPWIX - Simt 小盘成长基金 I 类 109,285 120.68 1,118 146.04
2025-08-14 13F Capitolis Liquid 全球市场有限责任公司 1,588,300 82.40 16,248 103.48
2025-08-08 13F 哈特兰有限公司 2,775 28
2025-07-15 13F 永久资本管理有限公司 28,378 290
2025-05-15 NP PSC - 主要美国小盘多因素指数 ETF 346,494 4.71 3,177 6.01
2025-08-13 13F 耶鲁山投资顾问有限公司 27,947 286
2025-07-18 13F PFG 投资有限责任公司 11,235 0.13 115 11.76
2025-08-27 NP AIM 可变保险基金(INVESCO 可变保险基金)- Invesco Oppenheimer VI Main Street Small Cap Fund Series II 1,148,244 15.16 11,747 28.47
2025-06-26 NP DFAC - 维度美国核心股票 2 ETF 636,894 12.39 5,770 6.75
2025-08-14 13F Mml 投资者服务有限公司 28,466 2.58 0
2025-07-29 NP EBI-长景优势ETF 4,687 2,393.09 43 4,200.00
2025-08-14 13F 普拉纳资本管理有限合伙人 249,676 10.54 2,554 23.32
2025-08-06 13F 福卡斯金融公司 689,414 0.01 7,053 11.58
2025-08-13 13F 第五巷资本有限公司 12,500 128
2025-05-27 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 383,624 4.98 3,518 6.25
2025-07-24 13F Brücke Financial, Inc. 34,599 0.10 354 12.78
2025-08-27 NP RYRRX - 罗素 2000 基金 A 类 841 2.31 9 14.29
2025-08-14 13F/A 巴克莱银行 749,376 47.62 8 75.00
2025-08-01 13F Envestnet资产管理公司 28,027 18.16 287 31.80
2025-08-04 13F 资产标记公司 267 14.10 3 0.00
2025-07-11 13F/A Umb Bank 北美/月 1,654 22.43 17 33.33
2025-07-15 13F 毅力家族办公室有限责任公司 61 1
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 34,223 80.63 310 72.22
2025-07-25 13F 第五第三财富顾问有限责任公司 11,797 0.33 121 12.15
2025-06-26 NP DCOR - 维度美国核心股票 1 ETF 21,087 53.29 191 45.80
2025-08-21 NP LUSIX - Lazard 美国系统性小型股股票投资组合机构股 8,813 90
2025-08-27 NP BBGSX - Bridge Builder 中小型股成长基金 74,495 140.45 762 196.50
2025-08-08 13F 拉森金融集团有限责任公司 25 13.64 0
2025-08-08 13F SBI 证券股份有限公司 41 32.26 0
2025-07-28 NP VVSCX - 小盘价值基金 88,663 30.37 823 22.14
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 管理波动性投资组合 IB 级 418,308 3.48 4,279 15.46
2025-08-26 NP JSCSX - 摩根大通美国小公司基金 I 类 296,908 32.44 3,037 47.79
2025-08-27 NP VSTCX - 先锋战略小型股票基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 182,753 78.96 1,870 99.68
2025-06-24 NP SWSCX - 嘉信小盘股票基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 138,459 1,254
2025-07-16 13F 阿拉斯加州税务部 225,207 8.59 2 100.00
2025-08-13 13F 琼斯金融公司有限责任公司 2,658 25.38 27 36.84
2025-08-26 NP IJS - iShares S&P 小型股 600 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 1,615,878 14.56 16,530 27.80
2025-08-12 13F 杰富瑞金融集团公司 124,106 30.65 1,270 45.69
2025-08-12 13F 管家合伙人投资咨询有限公司 1,103 3.18 11 22.22
2025-08-28 NP IWM - iShares Russell 2000 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 8,939,830 5.84 91,454 18.07
2025-08-01 13F 贝西默集团公司 1,336 36.33 0
2025-08-14 13F 斯蒂菲尔金融公司 90,869 930
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 222,595 0.15 2,066 -6.14
2025-07-29 NP ORSIX - NORTH SQUARE 动态小盘基金 I 类 390,033 3,620
2025-08-14 13F 联信银行 141,102 2.17 1,443 13.98
2025-06-26 NP DFSU - 维度美国可持续发展核心 1 ETF 16,780 71.40 152 63.44
2025-08-12 13F AltraVue 资本有限责任公司 9,728,940 1.11 99,527 12.80
2025-08-13 13F 基尔特集团有限公司 143 1
2025-08-08 13F 十字马克全球控股公司 17,483 0.18 179 11.25
2025-08-12 13F 明桥投资有限责任公司 2,407,748 26.37 24,631 40.98
2025-06-18 NP RAZAX - 多元资产增长策略基金A类 156,707 19.28 1,420 13.25
2025-08-15 13F 乐观退休集团有限责任公司 32,273 330
2025-08-14 13F 联伯恩斯坦有限责任公司 424,145 0.12 4,339 11.71
2025-08-07 13F 三菱UFJ国际资产管理有限公司 2,093 21
2025-08-08 13F 创意策划 27,946 49.31 286 66.67
2025-08-11 13F 派恩里奇顾问有限责任公司 121 1
2025-08-11 13F 环球保险及服务有限公司 29,563 44.72 302 61.50
2025-08-26 NP JMEE - 摩根大通市场扩张增强型股票 ETF 161,086 3.42 1,648 15.34
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 193,196 9.18 1,976 21.82
2025-06-26 NP ETTOX - E*TRADE 免费总市场指数基金 42 0
2025-08-14 13F 堡点资本合作伙伴有限责任公司 273,422 2,797
2025-08-19 13F Marex 集团 10,707 110
2025-08-28 NP IWO - iShares Russell 2000 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 3,143,672 112.51 32,160 161.92
2025-08-11 13F 罗斯柴尔德投资有限公司 755 36.04 8 40.00
2025-04-28 NP SIXL - 6 Meridian 低 Beta 股票策略 ETF 81,278 4.63 805 6.35
2025-08-13 13F 谢尔顿资本管理公司 16,118 4.82 165 16.31
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 268,900 2.59 2,751 14.44
2025-08-12 13F 路石控股有限责任公司 18,176 8.79 186 20.92
2025-08-26 NP NSIDX - 北方小盘股指数基金 165,648 1.07 1,695 12.78
2025-08-14 13F 吉尔森资本有限合伙人 1,812,526 151.74 19 200.00
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 223,768 11.89 2,027 6.29
2025-07-28 NP HDG - ProShares 对冲复制 ETF 467 8.86 4 0.00
2025-08-26 NP Profunds - Profunds 小型股副总裁 819 2.25 8 14.29
2025-08-27 NP NAESX - 先锋小型股指数基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9,277,507 5.64 94,909 17.85
2025-06-27 NP RSSL - Global X Russell 2000 ETF 215,841 3.96 1,956 -1.26
2025-08-13 13F 帕纳戈拉资产管理公司 1,203,542 1.73 12,312 13.49
2025-08-06 13F 圆石顾问有限责任公司 93,689 1.27 958 12.97
2025-07-25 13F Verdence 资本顾问有限责任公司 20,251 8.01 207 21.05
2025-06-26 NP DFAS - 维度美国小型股 ETF 933,510 5.48 8,458 0.17
2025-08-28 NP SLLAX - SIMT 小盘基金 F 类 112,301 0.95 1,149 12.55
2025-08-27 NP RYDEX 可变信托 - Russell 2000(R) 1.5x 策略基金可变年金 96 2.13 1
2025-05-29 NP SEASONS 系列信托 - SA 多管理增长投资组合 1 级 1,824 213.40 17 220.00
2025-07-24 13F IFP 顾问公司 166 3
2025-06-25 NP GCSIX - 高盛小型股股票洞察基金机构 270,023 98.08 2,446 88.15
2025-08-11 13F 先锋集团公司 42,575,126 5.63 435,544 17.84
2025-08-12 13F 铭文资本有限责任公司 114,266 1,169
2025-08-13 13F 跳跃金融有限责任公司 485,100 4,963
2025-08-27 NP AIM 增长系列(INVESCO 增长系列)- Invesco Oppenheimer Main Street Small Cap Fund Class R6 2,100,175 3.47 21,485 15.42
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 45,410 3.95 465 16.00
2025-08-12 13F Nuveen有限责任公司 7,045,708 59.26 72,078 77.67
2025-08-13 13F 资本基金管理公司 Call 20,700 212
2025-08-27 NP RYMKX - 罗素 2000 1.5 倍策略基金 H 级 503 1.82 5 25.00
2025-08-14 13F 汉考克·惠特尼公司 61,471 53.45 629 71.12
2025-06-26 NP FFLV - 富达基本面大盘价值 ETF 1,635 123.06 15 133.33
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 8,691 89
2025-08-14 13F 普莱斯 T Rowe Associates Inc /md/ 340,191 9.51 3 50.00
2025-08-20 NP 全国可变保险信托 - NVIT 小盘指数基金 II 类 68,132 22.28 697 36.47
2025-08-13 13F EverSource 财富顾问有限责任公司 2,691 815.31 28 1,250.00
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 121,779 1,246
2025-07-23 13F 马里兰州退休金系统 111,300 2.28 1,139 14.14
2025-08-29 NP JAFEX - 总股票市场指数信托资产净值 6,160 1.57 63 14.55
2025-08-14 13F 巴利亚斯尼资产管理有限公司 1,157,804 2.00 11,844 13.80
2025-08-27 NP RYRUX - Russell 2000 2x 策略基金 A 级股票 1,828 2.18 19 12.50
2025-07-14 13F 托特金融咨询公司 120 1
2025-08-19 NP RIFBX - 美国小型股票基金 Short -5,356 -19.36 -55 -10.00
2025-07-22 13F 奥基夫史蒂文斯咨询公司 1,724,938 2.44 17,646 14.28
2025-08-26 NP IPSIX - Voya 指数加上小型股投资组合 I 类 206,912 209.17 2,117 245.19
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 72,189 1.94 738 13.71
2025-08-25 NP DLBMX - MassMutual Premier 小盘股机会基金 A 类 469,951 4.83 4,808 16.96
2025-08-06 13F 里亚托财富管理有限责任公司 20 0
2025-08-11 13F 授权基金有限责任公司 10,981 3.57 112 15.46
2025-08-26 NP IJSIX - VY(R) 摩根大通小盘核心股票投资组合 I 类 52,494 35.25 537 51.27
2025-08-14 13F 沃亚投资管理有限公司 717,087 25.52 7,336 40.03
2025-08-14 13F 维维恩基金管理有限责任公司 224,181 139.70 2,293 167.56
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 464,465 7.21 4,751 19.61
2025-07-10 13F CWC Advisors, LLC。 63,554 2.80 650 14.84
2025-07-25 13F 正义投资有限责任公司 20,590 5.84 211 17.98
2025-08-14 13F 海德兰兹技术有限责任公司 5,354 55
2025-08-13 13F 亚利桑那州退休系统 103,481 2.56 1,059 14.38
2025-08-08 13F 新泽西州警察和消防员退休系统 80,580 3.76 824 15.73
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 884,967 0.60 8,018 -4.47
2025-08-12 13F 贝莱德公司 54,009,075 5.76 552,513 17.98
2025-08-13 13F 双峰财富顾问有限责任公司 763 8
2025-08-14 13F 永久资本有限合伙人 170,000 1,739
2025-08-14 13F 货币概念资本公司 84,417 16.55 864 29.97
2025-06-27 NP SUNAMERICA SERIES TRUST - SA 小型股指数投资组合 1 级 40,388 0.06 366 -5.19
2025-07-21 13F 协同财务管理有限责任公司 110,458 1,130
2025-07-30 13F 道德公司 15,017 16.68 152 27.97
2025-08-26 NP Profunds - Profund 小盘股价值副总裁 3,723 1.42 38 15.15
2025-08-11 13F 萨姆森洛克资本有限公司 17,400 178
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 187,349 9.39 1,697 3.92
2025-08-18 NP 太平洋精选基金 - 小盘股指数投资组合 I 类 95,912 5.13 981 17.34
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 33,592 12.79 344 25.64
2025-05-15 13F 德克萨斯州永久学校基金 180,156 1,632
2025-08-19 13F 咨询服务网络有限责任公司 33,951 315
2025-08-14 13F 地平线投资有限责任公司 170,471 1,744
2025-08-28 NP TPSC - Timothy Plan 美国小盘股核心 ETF 49,113 21.14 502 35.31
2025-08-14 13F 私人资本管理有限责任公司 4,146,482 3.69 42,419 15.92
2025-08-26 NP VVICX - Voya VACS 指数系列 SC 投资组合 24,986 5.82 256 18.06
2025-08-13 13F 第一信托顾问有限公司 725,590 15.73 7,423 29.10
2025-07-11 13F 多元化信托公司 89,302 1.13 914 12.86
2025-08-11 13F 贝尔投资顾问公司 884 6.89 9 28.57
2025-08-14 13F 拉扎德资产管理公司 909,831 1,525.54 9
2025-08-26 NP 主投资组合 - 活跃股票 主投资组合 活跃股票投资组合 61,065 625
2025-08-05 13F Versor投资有限公司 127,400 1,303
2025-08-29 NP JAFVX - 战略股权配置信托系列资产净值 52,828 2.14 540 13.92
2025-08-06 13F 大西洋联合银行股份公司 10,084 103
2025-08-07 13F 深刻顾问有限公司 17,227 2.76 176 15.03
2025-08-08 13F 等投资顾问公司 24,487 251
2025-07-11 13F 远远财务顾问有限责任公司 627 237.10 6 500.00
2025-04-24 NP OASC-OneAscent 小型股核心 ETF 9,884 12.00 98 14.12
2025-08-06 13F 法国巴黎银行资产管理控股公司 2,948 0
2025-08-14 13F 贝叶斯资本管理有限合伙人 26,100 1.16 267 13.14
2025-03-12 NP AFDVX - 应用金融探索者基金投资者类别 829,644 12.19 7,915 14.22
2025-06-30 NP RSMC - 洛克菲勒美国中小型股ETF 1,902,051 17.20 17,233 11.30
2025-04-01 NP XSMO - Invesco S&P SmallCap Momentum 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 2,041,725 40.78 19,478 43.34
2025-08-13 13F 布里奇沃特合伙人有限合伙人 78,002 798
2025-08-14 13F Glenmede投资管理有限公司 9,646 99
2025-08-19 NP 西北互助系列基金公司 - 600 指数股票投资组合 134,438 4.00 1,375 16.03
2025-08-27 NP VBINX - 先锋平衡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 235,632 9.87 2,411 22.58
2025-08-27 NP 保诚系列基金 - 小盘股票投资组合 I 类 340,200 1.96 3,480 13.76
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