CBT 机构投资人持股, 买家

机构和基金投资人持股 - 买家

在卡博特公司中开设新头寸的主要持有者包括 FCPI - 富达通胀股票 ETF, RBB 基金公司 - SGI 增强型市场领先者 ETF, PENNX - 罗伊斯宾夕法尼亚共同基金投资类别, IWN - iShares Russell 2000 价值 ETF, ECML - 欧几里德基本价值 ETF, 镇流器资产管理有限合伙人, MGMT - 镇流器小/中型 ETF, RCPFX - Royce Capital 基金 - 小盘股投资组合, 唐纳德·L·哈根有限责任公司, QSV 股权投资者有限责任公司, 加贝利基金有限责任公司, RYVFX - Royce小盘价值基金服务等级, 中西部信托公司, FISVX - 富达小盘价值指数基金, 西维亚资本合伙人有限责任公司, Gamco Investors, Inc. 等, WSML - iShares MSCI 全球小型股 ETF, 科顿资本公司, USCRX - 基石适度激进基金, 和 PACIFIC SELECT FUND - PD 小盘价值指数投资组合 P 级 .

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 (%)
2025-08-28	NP	KOMP - SPDR S&P Kensho 新经济综合 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		62,114	127.25	4,659	105.02
2025-08-14	13F	瑞银资产管理美洲公司		166,190	36.20	12,464	22.87
2025-08-29	NP	JAFVX - 战略股权配置信托系列资产净值		16,745	2.10	1,256	-7.92
2025-08-04	13F	Lightrock 荷兰有限公司		141,644	19.39	9,053	-8.37
2025-08-11	13F	LSV资产管理		608,700	6.60	46	-4.26
2025-06-27	NP	SUNAMERICA 系列信托 - SA 中型股指数投资组合 1 级		9,146	4.98	718	-4.65
2025-08-13	13F	大都会人寿投资管理有限公司		60,404	1.00	4,530	-8.89
2025-08-26	NP	NSIDX - 北方小盘股指数基金		25,108	3.48	1,883	-6.64
2025-08-14	13F	法国巴黎银行套利公司		28,109	186.07	2,108	158.33
2025-08-29	NP	MFUS - PIMCO RAFI 动态多因素美国股票 ETF		774	8.86	58	-1.69
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		34,290	3.61	2,572	-6.54
2025-08-28	NP	Amplify ETF 信托 - Amplify 现金流高收入 ETF		2,369	81.39	178	63.89
2025-07-24	NP	HSMNX - Horizon 美国防御性中小盘基金投资者类别		7,080	104.98	529	45.45
2025-05-05	13F	林布鲁克资本有限公司		1,206	4,538.46	100	4,900.00
2025-08-13	13F	Gamco Investors, Inc. 等		3,354		252
2025-08-06	13F	法国巴黎银行资产管理控股公司		564		0
2025-07-28	13F	安联资产管理有限公司		63,195	317.65	4,740	277.01
2025-07-25	13F	CWM有限公司		43,703	7,183.83	3
2025-07-25	NP	WSML - iShares MSCI 全球小型股 ETF		3,185		238
2025-08-12	13F	顾问资产管理公司		16,560	9.39	1,242	-1.27
2025-08-14	13F	萨斯奎哈纳国际集团有限责任公司		67,886	6.55	5,091	-3.89
2025-08-11	13F	罗伊斯联合有限责任公司		77,778		5,833
2025-08-14	13F	萨斯奎哈纳国际集团有限责任公司	Call	48,100	193.29	3,608	164.64
2025-08-12	13F	美国世纪公司		1,664,728	11.11	124,855	0.23
2025-08-14	13F	萨斯奎哈纳国际集团有限责任公司	Put	6,300		472
2025-08-08	13F	拉森金融集团有限责任公司		63	6,200.00	5
2025-08-06	13F	里亚托财富管理有限责任公司		3		0
2025-06-24	NP	SFSNX - Schwab Fundamental 美国小公司指数基金机构股票 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		38,192	8.20	3,000	-1.74
2025-08-15	NP	RCPFX - Royce Capital 基金 - 小盘股投资组合		20,403		1,530
2025-08-26	NP	IRSIX - Voya Russell™ 小盘股指数投资组合 ADV 级		10,937	3.48	820	-6.61
2025-07-28	NP	AVUVX - Avantis 美国小型价值基金机构类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		94,482	24.50	7,057	8.12
2025-07-25	NP	PMSAX - 全球多策略基金A类		661	2.80	49	-10.91
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		962	42.73	72	28.57
2025-07-25	13F	LRI 投资有限责任公司		283	91.22	21	75.00
2025-08-15	13F	财富合作有限责任公司		42		3
2025-08-08	13F	Geode资本管理有限公司		1,421,934	1.84	106,656	-8.14
2025-08-11	13F	贝尔投资顾问公司		166	225.49	12	200.00
2025-08-13	13F	卢米斯·塞尔斯公司		155,380	0.26	11,654	97,008.33
2025-08-27	NP	RYBIX - 基础材料基金投资者类别		1,891	6.90	142	-4.08
2025-08-05	13F	Simplex 贸易有限公司	Put	800		0
2025-08-14	13F	雷蒙德詹姆斯金融公司		82,547	51.34	6,191	36.55
2025-08-05	13F	Simplex 贸易有限公司		308		0
2025-07-31	13F	新泽西州共同养老基金 D		25,435	11.62	1,908	0.69
2025-08-12	13F	XTX Topco有限公司		20,288		1,522
2025-08-12	13F	峰会全球投资		59,561		4
2025-08-27	NP	RYRRX - 罗素 2000 基金 A 类		127	3.25	10	-10.00
2025-08-11	13F	花旗集团		131,090	17.02	9,832	5.56
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		24,866	94.74	1,953	76.81
2025-06-26	NP	贝莱德基金 - iShares Russell 中小型股指数基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		7,415	8.19	582	-1.69
2025-08-26	NP	EQ ADVISORS TRUST - EQ/2000 管理波动性投资组合 IB 级		63,218	3.27	4,741	-6.84
2025-07-28	NP	MSSM - 摩根士丹利 Pathway 中小型股 ETF		2,315	9.61	173	-4.97
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		10,120	22.56	870	-3.87
2025-08-12	13F	景观资本管理有限公司		10,261	46.88	770	32.59
2025-03-31	NP	FFSM - 富达中小型股机会 ETF		40,318	675.35	3,486	522.50
2025-07-16	13F	PFS 合作伙伴有限责任公司		35		3
2025-08-21	NP	MSCQX - 美世美国中小型股票基金 I 类		40,200	16.18	3,015	4.83
2025-08-06	13F	彭塞拉资本管理有限公司		6,609	65.68	0
2025-08-06	13F	真实财富设计有限责任公司		19		1
2025-06-25	NP	FNX - First Trust 中型核心 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		38,780	291.80	3,046	256.14
2025-08-26	NP	简化交易所交易基金 - 简化派珀桑德勒小型股 ETF		226		17
2025-08-28	NP	SSTIX - 道富总回报 VIS 基金 1 类股票 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1,476	31.90	111	18.28
2025-06-27	NP	SUNAMERICA SERIES TRUST - SA 小型股指数投资组合 1 级		6,027	1.45	473	-7.80
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		38,805	3.83	2,898	-9.83
2025-08-08	13F	等投资顾问公司		21,663	12.19	1,625	1.18
2025-08-13	13F	第一信托顾问有限公司		63,931	74.94	4,795	57.80
2025-08-15	13F	塔尔研究资本有限责任公司（TRC）		6,256	212.18	469	182.53
2025-08-29	NP	DGRW - WisdomTree 美国优质股息增长基金不适用		67,511	5.76	5,063	-4.60
2025-06-23	NP	MGPIX - 中型成长型深度基金投资者类别		108	45.95	8	33.33
2025-08-29	NP	QSML - WisdomTree 美国小型股优质增长基金		596		45
2025-06-24	NP	APSLX - MainStay Fiera SMID 成长基金 C 类		18,758	0.27	1,473	-8.91
2025-04-25	NP	FBKFX - 富达平衡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		4,101	0.74	353	-21.08
2025-06-26	NP	DFFVX - 美国目标价值投资组合 - 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		27,664	249.47	2,173	217.54
2025-08-22	NP	可变保险产品基金 II - 扩展市场指数投资组合初始类别		2,855	5.27	214	-4.89
2025-07-07	13F	Versant 资本管理公司		711	1,991.18	53	2,550.00
2025-08-29	NP	JAEWX - 小盘股指数信托资产净值		10,313	2.20	773	-7.76
2025-04-25	NP	FMCDX - 富达顾问选股中盘基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		123,900	11.72	10,655	-12.35
2025-08-26	NP	VVICX - Voya VACS 指数系列 SC 投资组合		3,770	7.22	283	-3.42
2025-08-13	13F	布里奇沃特合伙人有限合伙人		19,349	21.19	1,451	9.34
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		6,897	5.43	517	-4.79
2025-07-29	13F	福斯特莫特利公司		13,697	0.06	1	0.00
2025-08-26	NP	Profunds - Profunds 小型股副总裁		124	3.33	9	0.00
2025-03-17	NP	ABLD - Donoghue Forlines 收益增强型实物资产 ETF		388		34
2025-07-28	NP	HDG - ProShares 对冲复制 ETF		70	11.11	5	0.00
2025-08-14	13F	第一资产管理有限公司		897		69
2025-08-25	NP	GENIX - Gotham 增强回报基金机构类别		812	34.66	61	20.00
2025-07-21	13F	未来资产环球投资有限公司		7,445	0.15	558	-8.67
2025-08-14	13F	富国银行/百万		227,192	3.72	17,039	-6.44
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		31,697	0.15	2,367	-13.01
2025-08-14	13F	沃洛里奇投资管理有限公司		229,054	135.80	17,179	112.72
2025-08-13	13F	EverSource 财富顾问有限责任公司		813	344.26	61	300.00
2025-08-28	NP	Humankind Benefit Corp - Humankind 美国股票 ETF		165	129.17	12	140.00
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		4,817	61.86	361	46.15
2025-08-07	13F	奥尔沃斯金融有限公司		1,130	1.71	85	-4.55
2025-08-14	13F	布雷文·霍华德资本管理有限责任公司		14,580	22.31	1,094	10.29
2025-07-09	13F	港湾资本顾问公司		38,241	6.99	3	0.00
2025-08-12	13F	博克夫，那		6,491	120.41	487	99.18
2025-08-14	13F	匡蒂诺资本管理有限公司		9,614	88.14	721	70.05
2025-08-11	13F	布朗兄弟哈里曼公司		56,561	0.08	4,242	-9.71
2025-06-26	NP	FCPI - 富达通胀股票 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		88,190		6,926
2025-08-28	NP	VYSVX - Vericimetry 美国小型股价值基金		988	70.93	74	54.17
2025-08-13	13F	福拉资本有限责任公司		4,992		374
2025-06-26	NP	KCXIX - Knights of Columbus 美国全盘指数基金 I 股		233	4.48	18	-5.26
2025-08-12	13F	Legal & General 集团有限公司		93,469	2.13	7,010	-7.87
2025-07-11	13F	远远财务顾问有限责任公司		1,623	0.19	122	-11.03
2025-07-17	13F	穆迪林恩利伯森有限公司		15,010	0.07	1,126	-9.78
2025-06-26	NP	DCOR - 维度美国核心股票 1 ETF		3,158	14.05	248	3.77
2025-05-29	NP	SEASONS 系列信托 - SA 多管理适度增长投资组合 1 级		339	3.04	28	-6.67
2025-08-13	13F	胜利资本管理公司		39,640	44.08	2,973	30.00
2025-08-29	NP	JAFEX - 总股票市场指数信托资产净值		893	1.82	67	-8.33
2025-08-13	13F	QSV 股权投资者有限责任公司		16,018		1,201
2025-07-21	13F	山顶国家银行		1,232	35.24	92	10.84
2025-08-14	13F	塞伊投资公司		985,580	3.00	73,923	-7.08
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		80,591	4.64	6,019	-9.12
2025-08-20	NP	QCFIX - AQR CVX 融合基金 I 类		60		4
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		64,850	2.43	4,864	-7.60
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		41,600	6.39	3,120	-4.00
2025-08-13	13F	加贝利基金有限责任公司		13,390		1,004
2025-08-13	13F	挪威银行		689,470		51,710
2025-06-27	NP	SYLD - Cambria 股东收益 ETF		119,383	56.74	9,376	123.88
2025-08-12	13F	富兰克林资源公司		10,551	1.75	791	-8.24
2025-08-25	NP	MML 系列投资基金 - MML 小盘成长股票基金初始类别		27,213	0.54	2,041	-9.33
2025-08-13	13F	艾恩伍德投资管理有限公司		18,289	17.29	1,372	5.79
2025-08-08	13F	宾夕法尼亚州公立学校就业重新注册系统		13,803	6.50	1,035	-3.90
2025-08-14	13F	Qube研究与技术有限公司		298,437	14.61	22,383	3.39
2025-08-11	13F	安尼斯·加德纳·惠廷资本顾问有限责任公司		74	8.82	6	0.00
2025-08-18	NP	PACIFIC SELECT FUND - PD 小盘价值指数投资组合 P 级		657		49
2025-08-14	13F	Aqr资本管理有限公司		867,946	122.98	65,096	105.83
2025-08-14	13F	加拿大皇家银行		61,624	39.20	4,622	25.60
2025-07-25	NP	UCAGX - 基石积极基金		897	12.69	67	-2.94
2025-08-08	13F	新泽西州警察和消防员退休系统		12,345	6.92	926	-3.55
2025-08-14	13F	格雷厄姆资本管理有限合伙人		8,290	158.66	622	133.46
2025-08-27	NP	Brighthouse Funds Trust II - MetLife Russell 2000 指数投资组合 A 类		19,541	6.25	1,466	-4.19
2025-08-26	NP	ICSAX - VY(R) 哥伦比亚小型价值 II 投资组合 ADV 级		13,670	17.34	1,025	5.89
2025-07-28	NP	TINY - ProShares 纳米技术 ETF		2,134		159
2025-08-26	NP	Profunds - Profunds 中型成长股副总裁		275	7.84	21	-4.76
2025-07-24	NP	ESML - iShares ESG MSCI 美国小型股 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		23,760	0.01	1,775	-13.17
2025-08-12	13F	MAI资本管理		383	142.41	29	115.38
2025-07-22	13F	HFM投资顾问有限责任公司		5	150.00	0
2025-08-26	NP	EQ ADVISORS TRUST - EQ/富兰克林小型股价值管理波动性投资组合 IB 类		1,961	1.29	147	-8.12
2025-03-28	NP	XMMO - Invesco S&P MidCap 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		277,197	73.15	23,969	38.85
2025-08-07	13F	苏黎世州银行 (Zurcher Kantonalbank)		15,205	12.53	1,140	1.51
2025-06-27	NP	ESCQX - 推出小型股票基金退休课程		19,467	6.63	1,529	-3.17
2025-08-20	NP	QMFNX - AQR MS 融合基金 N 类		590		44
2025-08-18	NP	太平洋精选基金 - 小盘股指数投资组合 I 类		14,568	7.05	1,093	-3.45
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		4,011	1.98	300	-11.54
2025-08-27	NP	RYRUX - Russell 2000 2x 策略基金 A 级股票		277	3.75	21	-9.09
2025-09-04	13F/A	顾问集团控股公司		3,821	172.93	309	165.52
2025-08-13	13F	镇流器资产管理有限合伙人		28,532		2,140
2025-05-14	13F	基利-提顿顾问有限责任公司		16,756	1.05	1,393	-7.99
2025-08-26	NP	MGMT - 镇流器小/中型 ETF		22,032		1,652
2025-07-22	13F	湾港财富管理有限责任公司		4	100.00	0
2025-08-28	NP	TPSC - Timothy Plan 美国小盘股核心 ETF		5,168	48.25	388	33.91
2025-04-28	NP	BFOR - 巴伦 400 ETF		3,412	1.22	293	-20.60
2025-08-14	13F/A	巴克莱银行		166,821	27.98	13	20.00
2025-06-23	NP	MDPIX - 中型深度投资者类别		198	22.22	16	7.14
2025-08-28	NP	SPDG - SPDR 投资组合标普行业中性股息 ETF		48	9.09	4	0.00
2025-08-28	NP	IWN - iShares Russell 2000 价值 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		31,387		2,354
2025-05-28	NP	CVLC - Calvert 美国大盘核心责任指数 ETF		656	5.47	55	-3.57
2025-06-27	NP	RSSL - Global X Russell 2000 ETF		32,200	5.36	2,529	-4.31
2025-06-26	NP	ISCV - iShares Morningstar 小盘价值 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		4,465	6.74	351	-3.05
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		101,385	0.71	7,572	-12.53
2025-08-12	13F	SRS 资本顾问公司		1,176	154.55	88	131.58
2025-08-14	13F	T. Rowe Price 投资管理公司		332,619	2.48	25	-7.69
2025-08-11	13F	WPG顾问有限责任公司		116	14.85	9	0.00
2025-08-27	NP	JNL 系列信托 - JNL/Mellon 材料行业基金 (A)		7,956	10.19	597	-0.67
2025-08-08	13F	SBI 证券股份有限公司		158	146.88	12	120.00
2025-08-13	13F	琼斯金融公司有限责任公司		133	7.26	10	0.00
2025-08-05	13F	亨廷顿国家银行		151	2,920.00	11
2025-08-14	13F/A	斯科波斯实验室有限公司		720	6.19	54	-3.57
2025-06-26	NP	DFAU - 维度美国核心股票市场 ETF		11,494	22.56	903	11.36
2025-08-05	13F	康纳布尔办公公司		9,134	13.95	685	2.85
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		242,656	1.12	18,199	-8.78
2025-08-12	13F	帕瑟顾问公司		6,566	24.31	492	12.07
2025-08-13	13F	加州公务员退休制度		100,500	0.90	7,538	-8.97
2025-07-08	13F	加拉赫资本管理有限责任公司		9,210	18.61	691	6.98
2025-08-20	NP	QMHIX - AQR 管理期货策略 HV 基金 I 类		8,101	290.79	608	252.91
2025-06-26	NP	DFAC - 维度美国核心股票 2 ETF		104,047	1.98	8,172	-7.38
2025-08-05	13F	科顿资本公司		3,149		236
2025-07-10	13F	弗格森威尔曼资本管理公司		5,000	4.17	375	-6.02
2025-08-07	13F	中西部信托公司		8,908		668
2025-07-28	NP	RWK - Invesco S&P MidCap 400 收入 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		16,178	2.31	1,208	-11.11
2025-08-14	13F	霍奇基斯和威利资本管理有限公司		78,811	9.13	5,911	-1.57
2025-08-15	NP	PSC - 主要美国小盘多因素指数 ETF		27,991	25.42	2,099	13.15
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		1,355	9.63	101	-4.72
2025-07-29	NP	SECAX - SIIT 小盘 II 基金 - A 类		17,260	12.11	1,289	-2.57
2025-08-13	13F	箭街资本有限合伙企业		29,968		2,248
2025-07-29	NP	EBI-长景优势ETF		106	457.89	8	600.00
2025-08-13	13F	古根海姆资本有限公司		3,039	3.61	228	-6.58
2025-06-26	NP	USCAX - 小盘股票基金份额		11,743	25.46	922	13.97
2025-08-14	13F	CSS 有限公司/il		5,571	12.52	418	1.46
2025-08-20	NP	全国可变保险信托 - NVIT 小盘指数基金 II 类		10,282	10.43	771	-0.39
2025-08-26	NP	GFSYX - 机构战略另类基金		3,823	63.45	287	47.42
2025-08-27	NP	BBVLX - Bridge Builder 大盘价值基金		120,600	4.57	9,045	-5.66
2025-08-27	NP	RYMKX - 罗素 2000 1.5 倍策略基金 H 级		76	2.70	6	-16.67
2025-07-30	13F	Deka银行德意志Girozentrale		1,944		0
2025-08-13	13F	基尔特集团有限公司		15		1
2025-06-26	NP	ETTOX - E*TRADE 免费总市场指数基金		4		0
2025-08-11	13F	授权基金有限责任公司		41,306	46.67	3,098	32.29
2025-07-17	13F	迪努佐私人财富有限公司		11	10.00	1
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		10,795	2.08	810	-7.96
2025-06-26	NP	DFUS - 维度美国股票 ETF		15,811	29.52	1,242	17.63
2025-06-27	NP	EBIT - Harbor AlphaEdge 小型股收益者 ETF		322	12.98	25	4.17
2025-07-14	13F	公园大道证券有限公司		4,162		0
2025-08-01	13F	百富勤资本管理有限公司		63,669	14.30	4,775	3.11
2025-08-26	NP	EQ ADVISORS TRUST - ATM 中盘波动率管理投资组合 K 级		5,011	1.79	376	-8.31
2025-08-15	13F	CI 私人财富有限责任公司		14,496	4.51	1,087	-5.72
2025-06-27	NP	XMVM - Invesco S&P MidCap Value with 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		22,278	0.29	1,750	-8.91
2025-08-26	NP	Profunds - Profunds 中型价值副总裁		169	10.46	13	0.00
2025-07-11	13F/A	Livforsakringsbolaget Skandia, Omsesidigt		17,500	21.53	1,312	9.70
2025-07-08	13F	上升顾问有限责任公司		222	0.45	17	-11.11
2025-08-27	NP	TVOAX - TouchSTONE 小盘价值基金 A 类		30,503	5.97	2,288	-4.43
2025-08-15	13F	摩根士丹利		698,683	33.09	52,401	20.06
2025-05-29	NP	CSF - VictoryShares US Discovery 增强波动性 Wtd ETF		757	2.57	63	-7.46
2025-08-28	NP	Amplify ETF 信托 - Amplify 现金流股息领先 ETF		4,240	58.03	318	42.60
2025-08-22	NP	DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 小盘股指数 VIP A 级		8,319	3.70	624	-6.46
2025-08-15	NP	PENNX - 罗伊斯宾夕法尼亚共同基金投资类别		47,357		3,552
2025-08-08	13F	SG美洲证券有限责任公司		26,273	98.29	2	0.00
2025-07-29	13F	弗吉尼亚退休系统等		18,308	2.81	1,373	-7.23
2025-08-07	13F	虎钳技术公司		6,701		503
2025-08-08	13F	美国信安金融集团		151,409	1.86	11,356	-8.12
2025-08-15	13F	Binnacle投资公司		230	17.95	17	6.25
2025-08-27	NP	RYDEX 可变信托 - Russell 2000(R) 1.5x 策略基金可变年金		15	7.14	1	0.00
2025-08-13	13F	Natixis 顾问有限公司		147,682	4.43	11	0.00
2025-07-25	13F	奥泉环球投资控股有限公司		36,982	4.25	2,881	-3.32
2025-08-26	NP	RBB 基金公司 - SGI 增强型市场领先者 ETF		60,468		4,535
2025-07-24	13F	罗纳德·布鲁信托公司		5,713	15.55	428	4.14
2025-08-12	13F	个人首席财务官解决方案有限公司		3,989	0.23	299	-9.39
2025-07-23	13F	Klp资本管理公司		14,400	6.67	1,080	-3.74
2025-07-28	NP	VCSLX - 小盘股指数基金		22,512	9.93	1,681	-4.54
2025-08-13	13F	耶鲁山投资顾问有限公司		369		28
2025-08-13	13F	诚信合作伙伴有限责任公司		6,690		502
2025-08-11	13F	CBIZ投资咨询服务有限责任公司		297	1.71	22	-8.33
2025-08-05	13F	坎比亚投资有限公司		16,959	0.07	1,272	-9.73
2025-08-26	NP	TRSYX - T. Rowe Price 小盘股指数基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		5,085	14.42	381	3.25
2025-08-13	13F	M&T银行公司		16,764	1.67	1,257	-8.32
2025-08-27	13F/A	Squarepoint Ops LLC		15,502	25.59	1,163	13.26
2025-08-26	NP	GAFCX - Virtus AlphaSimplex 全球另类基金 C 类		2,437	149.95	183	124.69
2025-08-11	13F	罗斯柴尔德投资有限公司		85	21.43	6	20.00
2025-08-04	13F	汉兹金融服务公司		131	23.58	0
2025-08-14	13F	惠灵顿管理集团有限责任公司		4,240,442	0.11	318,033	-9.70
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		5,803	1.81	435	-8.03
2025-07-15	13F	毅力家族办公室有限责任公司		18		1
2025-08-04	13F	资产标记公司		6,302	1.96	473	-7.99
2025-07-31	13F	Curio Wealth, 有限责任公司		82	8,100.00	6	-14.29
2025-06-25	NP	FNK - First Trust 中型价值 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		13,938	10.77	1,095	20.62
2025-08-20	NP	RUSC - 美国小型股主动型股票ETF		623		47
2025-08-14	13F	富勒泰勒资产管理公司		2,169,183	82.15	162,689	64.31
2025-05-30	NP	DTSGX - 小型公司成长投资组合投资类别		508	7.17	42	-2.33
2025-07-18	13F	唐纳德·L·哈根有限责任公司		16,193		1,214
2025-08-18	13F	吉诺斯财富管理公司		521	15.01	39	5.41
2025-06-26	NP	SMLF - iShares Edge MSCI 多因子美国小型股 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		20,724	11.44	1,628	1.18
2025-05-27	NP	高级系列信托 - Ast Prudential Growth Allocation Portfolio		6,500	38.30	540	25.87
2025-08-20	NP	HWSM - Hotchkis & Wiley SMID Cap 多元化价值基金		96	300.00	7	600.00
2025-06-24	NP	FMDCX - 联合中型股指数基金服务股票 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		5,134	1.40	403	-7.78
2025-03-27	NP	PTMC - Pacer Trendpilot 美国中盘 ETF		8,239	1.37	712	-12.64
2025-08-14	13F	曼氏集团		340,823	28.17	25,562	15.62
2025-08-14	13F	普莱斯 T Rowe Associates Inc /md/		474,765	1.55	36	-7.89
2025-08-14	13F	柯罗尼集团有限责任公司		7,482	153.71	561	128.98
2025-06-24	NP	创新者 ETF 信托 - 创新者美国小型股管理式 ETF		545	59.82	43	44.83
2025-06-25	NP	富国银行主信托 - 富国银行小型公司价值投资组合小型公司价值投资组合		35,140	51.32	2,760	37.40
2025-05-28	NP	CVMC - Calvert 美国中盘核心责任指数 ETF		415	5.06	35	-5.56
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		25,335	1.90	1,900	-8.08
2025-07-11	13F/A	Umb Bank 北美/月		730	52.40	55	38.46
2025-08-26	NP	QUANTITATIVE MASTER SERIES LLC - Master 小盘股指数系列		94,019	2.89	7,051	-7.17
2025-06-26	NP	DFAT - 维度美国目标价值 ETF		24,522	137.80	1,926	116.05
2025-07-25	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		1,871	4,152.27	140	4,533.33
2025-05-30	NP	SIFAX - SIMT 多资产通胀管理基金 F 类		0	-100.00	0	-100.00
2025-06-25	NP	ISCB - iShares 晨星小型股 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		2,751	6.13	216	-3.57
2025-08-15	NP	RYVFX - Royce小盘价值基金服务等级		9,432		707
2025-06-26	NP	FLXSX - 富达 Flex 小盘股指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		10,170	16.07	799	5.42
2025-08-08	13F	Avantax 咨询服务公司		22,299	1.35	1,672	-8.58
2025-08-27	NP	TIFF 投资计划 - TIFF 多元资产基金	Short	-24	-99.66	-2	-99.83
2025-08-25	NP	MMGEX - MassMutual Select 小盘成长股票基金 A 类		67,742	0.54	5,081	-9.30
2025-08-08	13F	菲埃拉资本公司		167,950	1.27	12,596	-8.64
2025-08-27	NP	BBVSX - Bridge Builder 中小盘价值基金		40,987	20.16	3,074	8.43
2025-06-27	NP	PYZ - Invesco DWA 基础材料动量 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		10,558	2.34	829	-7.06
2025-06-26	NP	DXUV-美国维度矢量股票 ETF		928	20.83	73	9.09
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		1,233	7.40	92	-3.16
2025-07-28	NP	VALQ - American Century STOXX 美国优质价值 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		10,894	43.59	814	24.69
2025-08-26	NP	UBVLX - 未被发现的管理者行为价值基金 L 级		1,837,207	81.16	137,791	63.42
2025-08-28	NP	SMVIX - Simt 小盘价值基金 I 类		12,326	40.45	924	26.75
2025-08-12	13F	嘉信理财投资管理公司		708,921	0.12	53,169	-9.68
2025-04-25	NP	PBQAX - PGIM Jennison 混合基金 A 类		8,949		770
2025-06-26	NP	FSSNX - 富达小型股指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		536,287	1.31	42,120	-7.98
2025-08-13	13F	亚利桑那州退休系统		15,824	1.42	1,187	-8.56
2025-08-11	13F	交响金融有限公司		3,075		231
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		266,437	8.59	19,900	-5.69
2025-07-14	13F	农商投资公司		44	7.32	3	0.00
2025-08-14	13F	Optiver控股有限公司		579	0.17	43	-10.42
2025-04-29	NP	SEIAX - SIIT 多元资产真实回报基金 - A 类		0	-100.00	0	-100.00
2025-08-07	13F	Parkside 金融银行与信托		387	95.45	29	81.25
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		17,597	1.02	1,314	-12.28
2025-05-15	13F/A	Orion 投资组合解决方案有限责任公司		5,251	8.25	437	-1.36
2025-08-29	NP	JADMX - 小盘机会信托资产净值		2,316	135.37	174	113.58
2025-07-30	13F	第一公民银行和信托公司		14,352	144.37	1,076	120.49
2025-03-31	NP	PDAVX - PineBridge动态资产配置基金投资者服务股票		427	38.19	37	9.09
2025-08-22	NP	FISVX - 富达小盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		3,909		293
2025-07-31	13F	惠普伍德顾问有限公司		29	480.00	2	0.00
2025-08-27	NP	BBGSX - Bridge Builder 中小型股成长基金		10,569	1.67	793	-8.33
2025-07-28	NP	TINT - ProShares 智能材料 ETF ProShares 智能材料		773	17.66	58	1.79
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		77,589	6.14	5,795	-7.81
2025-08-14	13F	Wiley Bros.-aintree Capital, Llc		9,063	27.83	679	16.27
2025-07-28	NP	AVUV - Avantis 美国小型股价值 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1,364,971	11.35	101,950	-3.29
2025-07-09	13F	西维亚资本合伙人有限责任公司		3,719		279
2025-08-11	13F	环球保险及服务有限公司		82,861	16.37	6,215	4.97
2025-07-22	NP	DSMFX - 目的地中小型股票基金 I 类		25,767	12.50	1,925	-2.29
2025-07-29	13F	私人财富管理集团有限责任公司		69	72.50	5	66.67
2025-08-19	13F	开普投资咨询公司		11		1
2025-07-29	NP	SMXAX - SIIT 扩展市场指数基金 - A 类		8,532	13.28	637	-1.55
2025-08-08	13F	十字马克全球控股公司		4,000	1.60	300	-8.26
2025-08-14	13F	地平线投资有限责任公司		7,345		551
2025-08-14	13F	拉扎德资产管理公司		43,740	2.19	3	0.00
2025-08-12	13F	恒线顾问公司		193,739	4.24	14,530	-5.96
2025-05-22	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		3,373	53.18	280	39.30
2025-08-20	NP	QLFIX - AQR LSE 融合基金 I 类		381		29
2025-08-21	NP	MXLSX - Great-West Loomis Sayles 小盘价值基金投资者类别		43,275	8.62	3,246	-2.02
2025-08-01	13F	阿什顿托马斯私人财富有限责任公司		14,769		1,108
2025-08-08	13F	顾问资本管理有限责任公司		2,956	0.37	222	-9.43
2025-05-15	13F	德克萨斯州永久学校基金		26,859		2,110
2025-08-29	NP	JAGPX - 小盘股信托资产净值		70,915	1.78	5,319	-8.18
2025-08-12	13F	巴罗·汉利·莫威尼与施特劳斯有限公司		181		14
2025-08-29	NP	DON - WisdomTree 美国中型股股息基金不适用		69,896	0.07	5,242	-9.73
2025-07-18	13F	巴特利特财富管理有限公司		33		2
2025-08-26	NP	EQ ADVISORS TRUST - EQ/摩根士丹利小型股成长投资组合 IB 级		8,230	0.65	617	-9.13
2025-08-14	13F	阿默普莱斯金融公司		226,666	5.61	17,000	-4.73
2025-07-24	13F	CWM 顾问有限责任公司		6,188	25.75	464	13.45
2025-07-30	NP	FLOW - Global X US Cash Flow Kings 100 ETF		522	24.29	39	5.56
2025-08-14	13F	美国银行 /de/		1,620,440	2.01	121,533	-7.98
2025-07-25	13F	Envestnet 投资组合解决方案公司		13,678	215.74	1,026	184.72
2025-08-12	13F	公园广场金融集团有限责任公司		14		1
2025-08-25	NP	Calvert Variable Products, Inc. - Calvert VP Russell 2000 小型股指数投资组合 - I 类		5,540	3.28	416	-6.74
2025-08-11	13F	科维斯特有限公司		913	12.02	0
2025-08-27	NP	JNL 系列信托 - JNL/RAFI 基本美国小型股基金 (A)		4,923	9.81	369	-0.81
2025-08-08	13F/A	斯特林资本管理有限公司		3,599	4.74	270	-5.61
2025-08-12	13F	普利股权公司	Put	0		0
2025-08-29	NP	JAEQX - 小型公司价值信托资产净值		5,025	3.82	377	-6.47
2025-08-12	13F	普利股权公司	Call	0		0
2025-05-23	NP	SHRT - Gotham 空头策略 ETF		1,007	209.85	84	186.21
2025-07-29	NP	ISMD - Inspire 中小型影响力 ETF		4,259	2.85	318	-10.67
2025-08-12	13F	普利股权公司		0		0
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		82,852	19.66	6,507	8.69
2025-07-31	13F	Leeward Investments, LLC - 马萨诸塞州		203,616	12.11	15,271	1.14
2025-06-30	NP	VEXPX - VANGUARD EXPLORER 基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1,206,106	0.71	94,728	-8.52
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		9,096	5.40	714	-4.29
2025-05-22	NP	HQGO - 哈特福德美国质量增长 ETF		192		16
2025-08-26	NP	EQ ADVISORS TRUST - 1290 VT 小盘价值投资组合 IB 级		592		44
2025-08-20	NP	QHFRX - AQR MS Fusion HV 基金 R6 类		655		49
2025-08-12	13F	维度基金顾问有限公司		1,483,028	3.95	111,236	-6.21
2025-08-14	13F	联信银行		33,755	20.01	2,532	8.25
2025-06-26	NP	PQCCX - PGIM QMA 中型核心股票基金 R6 级		240	9.09	19	-5.26
2025-08-20	NP	AQMIX - AQR 管理期货策略基金 I 类		15,244	78.29	1,143	60.99
2025-08-01	13F	德克萨斯州教师退休制度		8,238	3.54	618	-6.66
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		13,419	10.45	1,054	0.29
2025-08-29	13F	全面投资管理公司		10		1
2025-08-13	13F	双峰财富顾问有限责任公司		9		1
2025-08-29	NP	ECML - 欧几里德基本价值 ETF		28,585		2,144
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		24,752	0.01	1,944	-9.16
2025-04-28	NP	MVFD - 君主成交量因子股息树指数 ETF		17,342		1,491
2025-08-07	13F	ProShare 顾问有限责任公司		16,415	13.62	1,231	2.50
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		16,253	1.70	1,277	-7.60
2025-07-14	13F	伽玛投资有限责任公司		1,909	12.29	143	1.42
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		11,464	0.47	856	-12.74
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		131,920	1.76	10,361	-7.57
2025-06-24	NP	JPSE - 摩根大通多元化回报美国小盘股 ETF		16,041	0.38	1,260	-8.83
2025-07-18	13F	山茱萸财富管理有限公司		66		5
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		19,162	0.78	1,437	-9.05
2025-07-25	13F	红杉财务顾问有限责任公司		5,807		436
2025-07-25	NP	USCRX - 基石适度激进基金		2,073		155
2025-08-13	13F	纽约州共同退休基金		258,807	0.17	19	-9.52

CBT / Cabot Corporation - 机构投资人持股 - 买家

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