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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 | 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 |