CWT 机构投资人持股, 买家 - California Water Service Group

机构和基金投资人持股 - 买家

在加州供水服务集团中开设新头寸的主要持有者包括 FCPVX - 富达小盘价值基金, MainStay 世邦魏理仕全球基础设施大趋势基金, AFDVX - 应用金融探索者基金投资者类别, 克劳福德投资顾问公司, 顾问首选有限责任公司, QCGDX - 量化共同基金投资者类别股票, PRDSX - T. Rowe Price QM 美国小盘成长股票基金, CDOFX - Crawford 小盘股股息基金 - I 类, QASCX - 联邦 MDT 小盘股核心基金 A 类股票, 罗杰斯兄弟公司, 中西部信托公司, CZMSX - 多管理人小盘股票策略基金机构类别, Oddo Bhf 资产管理公司, 瑞索纳资产管理有限公司, DRW 证券有限责任公司, Brighthouse Funds Trust II - T.Rowe Price 小盘成长投资组合 A 类, Glenmede投资管理有限公司, TRANSAMERICA 系列信托 - Transamerica T. Rowe Price 小盘股副总裁初始, WSML - iShares MSCI 全球小型股 ETF, 和 REUYX - Y 类可持续股票基金 .

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 (%)
2025-07-24	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		325,027	0.67	15,358	4.65
2025-07-31	13F	尼萨投资顾问有限公司		13,791	0.05	627	-6.00
2025-06-26	NP	KCXIX - Knights of Columbus 美国全盘指数基金 I 股		245	1.66	12	20.00
2025-08-14	13F	维维恩基金管理有限责任公司		29,060		1,322
2025-07-15	13F	毅力家族办公室有限责任公司		22		1
2025-08-06	13F	里亚托财富管理有限责任公司		1		0
2025-08-13	13F	宽博科技有限公司		9,630		438
2025-07-29	NP	VUIAX - 先锋公用事业指数基金海军上将股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		376,575	0.41	17,793	4.39
2025-08-08	13F	创意策划		15,302	1.68	696	-4.66
2025-08-13	13F	大都会人寿投资管理有限公司		35,498	2.01	1,614	-4.27
2025-08-12	13F	美国世纪公司		114,629	10.01	5,213	3.25
2025-06-27	NP	PHO - 景顺水资源 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		356,460	13.58	18,055	27.02
2025-08-22	NP	可变保险产品基金 II - 扩展市场指数投资组合初始类别		3,160	6.97	144	0.00
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		45,142	3.44	2,053	-2.89
2025-08-14	13F	魁北克加丁储蓄银行联合会		8,025		365
2025-07-28	NP	TOLZ - ProShares DJ 布鲁克菲尔德全球基础设施 ETF		4,401	17.02	208	21.76
2025-08-12	13F	管家合伙人投资咨询有限公司		3,826	0.31	174	-5.43
2025-08-14	13F	富国银行/百万		71,813	7.51	3,266	0.93
2025-08-08	13F	Geode资本管理有限公司		1,417,134	1.01	64,458	-5.21
2025-07-28	13F	安联资产管理有限公司		46,425	29.74	2,111	21.81
2025-08-14	13F	法国巴黎银行套利公司		37,000	121.05	1,683	107.40
2025-08-14	13F	瑞银资产管理美洲公司		351,148	12.73	15,970	5.80
2025-08-08	13F	贝克博德有限责任公司		396,398	8.36	18,028	1.70
2025-08-12	13F	路石控股有限责任公司		9,950	13.74	453	6.86
2025-07-25	13F	俄勒冈州公务员退休基金		13,614	0.10	619	-6.07
2025-08-26	NP	FIW - First Trust Water 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		492,312	0.57	22,390	-5.62
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		7,931	5.35	402	17.94
2025-08-14	13F/A	斯科波斯实验室有限公司		240	96.72	11	100.00
2025-08-28	NP	CBHAX - 胜利市场中性收益基金 A 类		160,578	13.90	7,303	6.91
2025-08-13	13F	EverSource 财富顾问有限责任公司		697	109.94	32	93.75
2025-07-29	NP	TRPBX - T. Rowe 价格谱适度配置基金 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		7,197	5.14	340	9.32
2025-07-25	13F	正义投资有限责任公司		4,995	3.20	227	-2.99
2025-08-14	13F	简街集团有限责任公司		139,989	13.46	6,367	6.49
2025-06-26	NP	DFSU - 维度美国可持续发展核心 1 ETF		4,259	3.83	216	16.22
2025-07-30	13F	道德公司		10,592	91.16	482	78.81
2025-06-25	NP	CCNR - ALPS \| CoreCommodity 自然资源 ETF		25,440	14.11	1,289	27.65
2025-05-29	NP	VYSVX - Vericimetry 美国小型股价值基金		1,020	75.26	49	63.33
2025-07-29	13F	美国精神管理公司/纽约		4,000	100.00	182	88.54
2025-08-18	NP	PACIFIC SELECT FUND - PD 小盘价值指数投资组合 P 级		8,163	16.17	371	9.12
2025-06-26	NP	DCOR - 维度美国核心股票 1 ETF		2,907	79.44	147	101.37
2025-08-26	NP	EQ ADVISORS TRUST - 1290 VT 小盘价值投资组合 IB 级		9,550	35.73	434	27.65
2025-08-26	NP	QUANTITATIVE MASTER SERIES LLC - Master 小盘股指数系列		102,288	0.69	4,652	-5.49
2025-08-14	13F	沃亚投资管理有限公司		16,746	1.05	762	-5.23
2025-08-01	13F	戴维环球基金管理有限公司		49,855	13.59	2,267	6.63
2025-08-20	NP	全国可变保险信托 - NVIT 小盘指数基金 II 类		11,210	8.36	510	1.60
2025-08-06	13F	真实财富设计有限责任公司		381	107.07	17	112.50
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		16,408	14.18	775	18.68
2025-08-15	13F	塔尔研究资本有限责任公司（TRC）		6,286	664.72	286	630.77
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		34,818	0.14	1,645	4.11
2025-07-24	13F	IFP 顾问公司		435	23.23	22	29.41
2025-08-27	NP	Brighthouse Funds Trust II - T.Rowe Price 小盘成长投资组合 A 类		9,100		414
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		27,175	2.87	1,376	15.05
2025-08-14	13F	瑞银集团		171,189	40.90	7,786	32.24
2025-08-07	13F	塞拉海洋有限责任公司		41	105.00	2
2025-06-25	NP	FUTY - 富达 MSCI 公用事业指数 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		76,708	3.81	3,885	16.11
2025-08-27	NP	VTMSX - 先锋税务管理小型基金海军上将股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		428,832	3.26	19,503	-3.09
2025-08-07	13F	洛杉矶资本管理有限公司		6,909	10.21	314	3.63
2025-06-23	NP	PJARX - 小盘价值基金 II R-3		3,394	14.05	172	27.61
2025-06-26	NP	DFAU - 维度美国核心股票市场 ETF		10,948	20.59	555	34.79
2025-07-22	NP	GSSC - 高盛 ActiveBeta(R) 美国小盘股 ETF		4,662	0.63	220	4.76
2025-07-29	NP	SLPAX - Siit 小盘基金 - A 类		3,960	18.92	187	23.84
2025-05-29	NP	AFDVX - 应用金融探索者基金投资者类别		123,577		6,259
2025-08-11	13F	Aptus 资本顾问有限公司		154,865	9.92	7,043	3.16
2025-08-26	NP	QAAGRX - T. Rowe 价格适度配置投资组合 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		831	21.67	38	12.12
2025-08-12	13F	普利股权公司	Put	0		0
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		17,831	2.42	903	14.59
2025-08-12	13F	普利股权公司	Call	0		0
2025-08-12	13F	普利股权公司		0		0
2025-07-07	13F	Versant 资本管理公司		686	0.73	31	-6.06
2025-07-11	13F	远远财务顾问有限责任公司		16	23.08	1
2025-08-12	13F	Legal & General 集团有限公司		706,366	6.83	32,126	0.26
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		11,709	19.98	593	34.47
2025-08-05	13F	使命财富管理有限公司		4,977	0.18	226	-5.83
2025-07-10	13F	交易所交易概念有限公司		50,455	3.14	2,295	-3.21
2025-08-14	13F/A	巴克莱银行		137,511	26.05	6	20.00
2025-08-05	13F	Simplex 贸易有限公司		318	307.69	0
2025-08-05	13F	Simplex 贸易有限公司	Call	2,000		0
2025-07-21	13F	美洲咨询服务有限责任公司		11		0
2025-08-06	13F	瑞索纳资产管理有限公司		11,311		514
2025-08-14	13F	匡蒂诺资本管理有限公司		11,699	70.64	532	60.24
2025-07-09	13F	港湾资本顾问公司		236	81.54	0
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		30,561	4.27	1,390	-2.18
2025-07-29	NP	SIXL - 6 Meridian 低 Beta 股票策略 ETF		17,098	20.32	808	25.12
2025-08-05	13F	Simplex 贸易有限公司	Put	2,600	420.00	0
2025-08-27	NP	RYRRX - 罗素 2000 基金 A 类		140	4.48	6	0.00
2025-08-13	13F	贝尔德金融集团有限公司		5,499		250
2025-08-14	13F	水手有限责任公司		68,441	1.71	3,113	-4.54
2025-08-14	13F	千禧管理有限公司		6,735		306
2025-08-26	NP	VVICX - Voya VACS 指数系列 SC 投资组合		4,150	5.25	189	-1.57
2025-09-04	13F/A	顾问集团控股公司		6,402	32.60	294	25.75
2025-08-07	13F	伊利诺伊州市政退休基金		32,046	10.55	1,457	3.77
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		299,285	9.57	14,141	13.91
2025-08-14	13F	PZU SA 投资基金公司		630		29
2025-08-26	NP	IFRA - iShares 美国基础设施 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		433,502	21.03	19,716	13.59
2025-07-25	13F	CWM有限公司		6,778	21.95	0
2025-08-14	13F	塞伊投资公司		7,664	48.70	349	39.76
2025-08-13	13F	胜利资本管理公司		270,638	6.04	12,309	-0.49
2025-08-08	13F	宾夕法尼亚州公立学校就业重新注册系统		114,777	0.93	5,220	-5.26
2025-08-14	13F	美世全球顾问公司 /adv		47,249	1.27	2,149	-4.96
2025-08-11	13F	罗斯柴尔德投资有限公司		2,749	2.04	125	-3.85
2025-08-29	NP	JAFVX - 战略股权配置信托系列资产净值		8,916	4.96	405	-1.46
2025-08-14	13F	加州教师退休制度		54,416	0.51	2,475	-5.68
2025-08-13	13F	挪威银行		676,286		30,757
2025-07-28	NP	HDG - ProShares 对冲复制 ETF		78	11.43	4	0.00
2025-08-11	13F	安尼斯·加德纳·惠廷资本顾问有限责任公司		17		1
2025-08-14	13F	黑暗森林资本管理有限公司		84,013		3,821
2025-07-10	13F	财富增值咨询服务有限公司		11,317	4.73	518	-0.96
2025-08-26	NP	OTCFX - T. Rowe Price 小盘股基金公司 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		689,406	18.28	31,354	11.00
2025-08-18	NP	太平洋精选基金 - 小盘股指数投资组合 I 类		15,738	4.70	716	-1.79
2025-08-12	13F	CenterBook 合作伙伴有限责任公司		28,759	24.49	1,308	16.80
2025-08-08	13F	新泽西州警察和消防员退休系统		13,458	3.76	612	-2.55
2025-08-29	NP	DES - WisdomTree 美国小型股股息基金不适用		177,479	2.22	8,072	-4.07
2025-08-08	13F	等投资顾问公司		13,253	9.50	603	2.73
2025-08-27	NP	Brighthouse Funds Trust II - MetLife Russell 2000 指数投资组合 A 类		21,492	3.67	977	-2.69
2025-08-13	13F	阿蒙迪		1,907,169	0.86	91,386	-0.85
2025-07-24	13F	科斯特洛资产管理公司		270	0.37	12	-7.69
2025-07-22	13F	湾港财富管理有限责任公司		2	100.00	0
2025-08-13	13F	资本基金管理公司		25,360		1,153
2025-08-14	13F	范埃克联合公司		20,322	8.74	1
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		1,603	25.63	73	18.03
2025-08-14	13F	加拿大养老金计划投资委员会		25,800		1,173
2025-08-08	13F	SBI 证券股份有限公司		118	40.48	5	25.00
2025-07-30	NP	OUSM - ALPS \| O'Shares 美国小型股优质股息 ETF 股票		19,602	2.53	926	6.68
2025-07-25	NP	WSML - iShares MSCI 全球小型股 ETF		3,463		164
2025-07-08	13F	上升顾问有限责任公司		236	0.85	11	-9.09
2025-08-29	NP	STXK-Strive 小型股 ETF		1,844	3.54	84	-3.49
2025-07-22	13F	HFM投资顾问有限责任公司		3	200.00	0
2025-08-14	13F	雷蒙德詹姆斯金融公司		332,962	5.47	15,143	-1.01
2025-03-25	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		26,198	9.35	1,187	-4.66
2025-07-25	13F	财富建筑师有限责任公司		6,948	0.68	316	-5.69
2025-08-05	13F	亨廷顿国家银行		71	77.50	3	200.00
2025-08-13	13F	帕克沃斯财富管理有限公司		1,119	0.45	51	-5.66
2025-07-28	NP	VCSLX - 小盘股指数基金		25,340	11.30	1,197	15.76
2025-08-18	NP	太平洋精选基金 - 小盘股票投资组合 I 类		4,542	18.65	207	11.35
2025-08-14	13F	T. Rowe Price 投资管理公司		3,276,416	8.14	149	2.05
2025-08-27	NP	TRANSAMERICA 系列信托 - Transamerica T. Rowe Price 小盘股副总裁初始		5,300		241
2025-08-26	NP	FLQS - 富兰克林 LibertyQ 美国小盘股 ETF		3,956	5.78	180	-1.10
2025-08-26	NP	Profunds - Profund 小盘股价值副总裁		1,301	0.39	59	-4.84
2025-08-14	13F	Xponance公司		4,641	3.04	211	-3.21
2025-08-14	13F	牛津资产管理公司		5,156		234
2025-08-12	13F	Trexquant 投资有限责任公司		82,807	266.40	3,766	243.93
2025-07-28	13F	道明资产管理公司		51,888	17.40	2,360	10.18
2025-08-11	NP	CUSUX - 六环美国无约束股票基金		14,526	193.40	661	165.06
2025-08-19	NP	西北互助系列基金公司 - 小盘价值投资组合		99,838	6.22	4,541	-0.31
2025-08-27	NP	SEASONS SERIES TRUST - SA 多管理小型股投资组合 1 级		1,993	3.80	91	-3.23
2025-08-13	13F	联合爱马仕有限公司		97,170	100.46	4,419	88.12
2025-08-07	13F	中西部信托公司		55,331		2,516
2025-08-12	13F	公共部门养老金投资委员会		203,126	7.70	9,238	1.08
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		604,823	2.80	30,634	14.97
2025-06-27	NP	RSSL - Global X Russell 2000 ETF		36,206	6.61	1,834	19.18
2025-08-14	13F	工程师门经理 LP		5,806		264
2025-07-09	13F	万通信托公司 Fsb/adv		397	13.11	18	5.88
2025-08-14	13F	柯罗尼集团有限责任公司		27,182	0.08	1,236	-6.08
2025-08-12	13F	吉特曼财富管理有限责任公司		4,461	2.46	203	-4.27
2025-08-14	13F	弗默尔有限公司		1,052,597	1,532.29	47,872	1,432.39
2025-08-07	13F	米德咨询服务公司		6,931		315
2025-07-25	13F	海明顿财富管理		174	1.16	0
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent 小盘股指数投资组合 A 类		43,803	0.27	1,992	-5.86
2025-08-11	13F	HighTower 顾问有限责任公司		27,029	4.82	1,229	-1.60
2025-08-27	NP	CDOFX - Crawford 小盘股股息基金 - I 类		65,429		2,976
2025-07-25	NP	MainStay 世邦魏理仕全球基础设施大趋势基金		145,250		6,863
2025-08-13	13F	箭街资本有限合伙企业		78,182	179.12	3,556	161.97
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		65,628	37.82	2,985	29.35
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		84,758	8.53	4,005	12.82
2025-07-22	NP	FSCC - 联邦 Hermes MDT 小型股核心 ETF		878	135.39	41	156.25
2025-06-27	NP	EBIT - Harbor AlphaEdge 小型股收益者 ETF		249	93.02	13	140.00
2025-08-14	13F	Oddo Bhf 资产管理公司		41,685		1,896
2025-06-26	NP	SMMV - iShares Edge MSCI Min Vol USA Small-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		10,824	4.18	548	16.60
2025-07-29	NP	VRTTX - Vanguard Russell 3000 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		4,705	13.46	222	18.09
2025-08-26	NP	TRSSX - T. Rowe Price 机构小型股票基金 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		336,589	7.99	15,308	1.35
2025-05-29	NP	Jnl 系列信托 - Jnl/mellon 公用事业部门基金 (a)		24,343	1.20	1,180	8.17
2025-06-26	NP	ETTOX - E*TRADE 免费总市场指数基金		8		0
2025-06-26	NP	TISEX - TIAA-CREF 机构级量化小型股票基金		261,010	86.17	13,220	108.22
2025-08-14	13F	克劳福德投资顾问公司		85,549		3,891
2025-08-25	NP	FTRI - First Trust Indxx 全球自然资源收益 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		13,758	8.92	626	2.12
2025-08-14	13F	DRW 证券有限责任公司		10,575		481
2025-08-14	13F	普莱斯 T Rowe Associates Inc /md/		148,154	154.09	7	200.00
2025-08-26	NP	NSIDX - 北方小盘股指数基金		27,673	1.13	1,259	-5.13
2025-07-31	13F	北极星资产管理公司		102,238	0.70	4,650	-5.51
2025-08-14	13F	加拿大皇家银行		128,524	405.05	5,846	374.13
2025-08-14	13F	大和证券集团公司		12,128	6.52	1
2025-08-14	13F	双山资本有限责任公司		20,844		948
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		9,908	2.27	451	-4.05
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		5,567	11.38	253	4.55
2025-08-12	13F	MAI资本管理		277	38.50	13	33.33
2025-06-27	NP	SUNAMERICA SERIES TRUST - SA 小型股指数投资组合 1 级		6,775	2.59	343	14.72
2025-08-14	13F	原子投资者有限合伙人		31,944	7.77	1,453	1.11
2025-07-25	13F	优素福资本管理有限公司		22,145	0.94	1,007	-5.27
2025-08-08	13F	大西洋信托有限责任公司		30		1
2025-08-13	13F	琼斯金融公司有限责任公司		1,099	55.01	50	44.12
2025-08-28	NP	新时代阿尔法基金信托 - NAA 机会基金 C 类		2,166	0.09	99	-5.77
2025-08-14	13F	托罗索投资有限责任公司		13,625	6.90	620	0.32
2025-08-15	13F	大西人寿保险公司 /can/		128,057	0.97	6	-16.67
2025-08-05	13F	顾问首选有限责任公司		69,577		3,235
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		147,891	2.64	7,491	14.79
2025-08-27	NP	VTSMX - 先锋总股票市场指数基金投资者份额 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1,896,539	1.79	86,255	-4.47
2025-06-24	NP	QASCX - 联邦 MDT 小盘股核心基金 A 类股票 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		63,712		3,227
2025-08-13	13F	文艺复兴科技有限公司		281,000	36.81	12,780	28.39
2025-08-26	NP	EQ ADVISORS TRUST - EQ/2000 管理波动性投资组合 IB 级		69,391	1.57	3,156	-4.68
2025-07-30	13F	帆布财富顾问有限责任公司		19,556	3.47	867	-10.72
2025-08-26	NP	Profunds - Profunds 小型股副总裁		137	2.24	6	0.00
2025-06-26	NP	FCPVX - 富达小盘价值基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		839,961		42,544
2025-08-06	13F	联邦股权服务有限公司		12,893	8.18	1
2025-08-04	13F	资产标记公司		44	633.33	2
2025-08-13	13F	诚信合作伙伴有限责任公司		16,320	22.13	742	14.68
2025-08-04	13F	汉兹金融服务公司		225	127.27	0
2025-08-14	13F	两西格码投资有限合伙人		7,476		340
2025-05-15	13F	德克萨斯州永久学校基金		28,366		1,437
2025-08-28	NP	SSBIX - 道富平衡指数基金 K 类		475	36.89	22	31.25
2025-06-18	NP	REUYX - Y 类可持续股票基金		1,314		67
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		31,313	7.86	1,586	20.70
2025-07-29	NP	SIXS - 6 Meridian 小盘股 ETF		22,658	76.45	1,071	46.58
2025-07-21	13F	塔景投资管理与研究有限责任公司		527	0.57	24	-8.00
2025-08-19	NP	西北互助系列基金公司 - 600 指数股票投资组合		21,149	2.71	962	-3.61
2025-07-28	13F	纽约州教师退休制度		62,602	0.16	3	-33.33
2025-08-27	NP	JNL 系列信托 - JNL/RAFI 基本美国小型股基金 (A)		2,251	82.27	102	72.88
2025-07-28	NP	MSSM - 摩根士丹利 Pathway 中小型股 ETF		2,592	16.23	122	20.79
2025-05-29	NP	CSF - VictoryShares US Discovery 增强波动性 Wtd ETF		2,224	6.77	108	13.83
2025-08-27	13F/A	Squarepoint Ops LLC		6,048		275
2025-07-28	NP	MCSCX - M3Sixty 小型股成长基金机构类股票		1,628	7.74	77	11.76
2025-08-14	13F	佩恩共同资产管理有限责任公司		14,950	20.08	680	12.60
2025-07-28	NP	PSCU - Invesco S&P SmallCap 公用事业和通信服务 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		12,132	4.64	573	8.94
2025-08-13	13F	双峰财富顾问有限责任公司		160		7
2025-08-26	NP	PRSVX - T. Rowe Price 小盘价值基金公司 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		930,342	2.68	42,312	-3.64
2025-08-27	NP	RYRUX - Russell 2000 2x 策略基金 A 级股票		305	1.33	14	-7.14
2025-07-29	NP	EBI-长景优势ETF		900	2.74	43	7.69
2025-04-30	13F	索福斯投资公司		5		0
2025-08-14	13F	Citadel 顾问有限公司		61,963	83.00	2,818	71.83
2025-07-11	13F/A	Umb Bank 北美/月		249	3.75	11	0.00
2025-08-29	NP	SOIUX - 美国精神公用事业基金机构股票		4,000	100.00	182	88.54
2025-08-29	NP	JAFEX - 总股票市场指数信托资产净值		1,022	6.90	46	0.00
2025-05-27	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		9,811	2.24	475	9.45
2025-07-23	13F	Klp资本管理公司		14,200	17.36	646	10.07
2025-08-26	NP	PRDSX - T. Rowe Price QM 美国小盘成长股票基金 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		67,000		3,047
2025-07-24	13F	托莱多信托公司 Na /oh/		400		18
2025-08-26	NP	JMEE - 摩根大通市场扩张增强型股票 ETF		24,030	3.35	1,093	-3.02
2025-07-18	13F	PFG 投资有限责任公司		6,566	0.05	299	-6.29
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		2,850	5.40	144	18.03
2025-07-24	NP	BDSIX - 贝莱德优势小型核心基金机构股 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		49,237	54.86	2,326	60.97
2025-08-11	13F	基石规划集团有限责任公司		6		0
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		7,607	5.05	346	-1.43
2025-06-24	NP	创新者 ETF 信托 - 创新者美国小型股管理式 ETF		480	60.00	24	84.62
2025-08-25	13F/A	路博迈伯曼集团有限责任公司		4,874		222
2025-08-12	13F	保德信金融公司		90,620	6.83	4,121	0.27
2025-07-29	NP	PRSIX - T. Rowe 价格谱保守配置基金 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		4,665	13.01	220	17.65
2025-05-15	13F	格伦梅德信托公司		7,604		368
2025-07-16	13F	签名有限责任公司		1,397	130.15	64	117.24
2025-08-12	13F	嘉信理财投资管理公司		727,316	1.63	33,078	-4.62
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		5,709	4.27	289	17.00
2025-06-26	NP	DFAC - 维度美国核心股票 2 ETF		62,320	2.79	3,157	14.97
2025-08-27	NP	保诚系列基金 - 小盘股票投资组合 I 类		53,327	0.66	2,425	-5.53
2025-07-16	13F	阿拉斯加州税务部		35,453	7.58	2	0.00
2025-08-06	13F	法国巴黎银行资产管理控股公司		789		0
2025-08-08	13F	拉森金融集团有限责任公司		796	84.69	36	80.00
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		529,993	31.90	24,104	23.79
2025-06-26	NP	DFUS - 维度美国股票 ETF		21,126	64.42	1,070	84.17
2025-06-26	NP	DFAS - 维度美国小型股 ETF		159,115	6.09	8,059	18.65
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		781	62.03	36	52.17
2025-08-14	13F	Adage 资本合伙人有限公司		100,000		4,548
2025-06-27	NP	OSCV - Opus 小盘价值 ETF		146,128	12.84	7,401	26.19
2025-08-07	13F	Parkside 金融银行与信托		46	2.22	2	0.00
2025-08-08	NP	QCGDX - 量化共同基金投资者类别股票		69,577		3,164
2025-08-12	13F	德国商业银行		20,915	0.92	1	-100.00
2025-08-13	13F	亚利桑那州退休系统		17,361	1.76	790	-4.48
2025-07-30	NP	AQWA - Global X 清洁水 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		3,438	6.64	162	10.96
2025-08-14	13F	全新世顾问有限合伙人		40,530	114.75	1,843	101.64
2025-08-06	13F	世邦魏理仕歌乐证券有限公司		751,987	7.34	34,200	0.74
2025-08-12	13F	恒线顾问公司		188,900	0.58	8,591	-5.60
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		22,344	0.68	1,056	4.66
2025-07-28	NP	XSHD - Invesco S&P SmallCap 高股息低波动性 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		16,150	16.68	763	21.30
2025-07-14	13F	伽玛投资有限责任公司		1,514	76.87	69	65.85
2025-08-14	13F	Glenmede投资管理有限公司		7,537		343
2025-08-28	NP	TPSC - Timothy Plan 美国小盘股核心 ETF		12,764	13.06	581	6.03
2025-08-08	13F	哈特兰有限公司		433		20
2025-08-14	13F	弗里斯通格罗夫合伙公司		27,531	256.48	1,252	234.76
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		1,306	6.70	59	0.00
2025-06-25	NP	HSMV - First Trust Horizon 管理波动性中小型 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		2,532	12.83	128	26.73
2025-08-27	NP	RYMKX - 罗素 2000 1.5 倍策略基金 H 级		84	2.44	4	0.00
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		120,642	4.35	6,111	16.69
2025-08-08	13F/A	斯特林资本管理有限公司		1,615	108.93	73	97.30
2025-08-13	13F	安大略省医疗保健养老金计划信托基金		32,800		1,492
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		1,137	12.69	54	17.78
2025-05-28	NP	MSEFX - Litman Gregory Masters 股票基金机构类		21,281	175.55	1,031	194.57
2025-07-30	13F	惠蒂尔信托公司		800		36
2025-08-11	13F	美国信安证券公司		158	37.39	7	40.00
2025-08-22	NP	DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 小盘股指数 VIP A 级		9,163	1.34	417	-5.02
2025-08-14	13F	德肖公司		6,146	25.56	280	17.72
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent 全球股票投资组合 A 类		1,560	54.15	71	42.86
2025-08-29	NP	JAEQX - 小型公司价值信托资产净值		21,886	3.48	995	-2.83
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		31,758	138.35	1,609	166.67
2025-08-27	NP	安联可变保险产品信托 - AZL 小盘股指数基金 2 级		18,996	1.68	864	-4.64
2025-08-28	NP	PMEFX - PENN MUTUAL AM 1847 收益基金 I 股票		14,950	20.08	680	12.60
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		69,170	2.66	3,146	-3.68
2025-05-15	13F	卡伦资本管理有限责任公司		12,487	148.05	605	165.35
2025-08-12	13F	博雷尔资本管理有限公司		34		2
2025-08-27	NP	BBVSX - Bridge Builder 中小盘价值基金		28,491	40.25	1,296	31.61
2025-08-14	13F	联伯恩斯坦有限责任公司		109,205	8.81	4,967	2.12
2025-08-13	13F	裸金融服务公司		135	1,025.00	6
2025-07-28	NP	AVSU - Avantis 责任美国股票 ETF		801	1,604.26	38	1,750.00
2025-08-28	NP	Humankind Benefit Corp - Humankind 美国股票 ETF		3,143	17.28	143	10.08
2025-08-14	13F	美国银行 /de/		162,628	46.68	7,396	37.68
2025-08-19	13F	怀俄明州		1,218	1.08	55	-5.17
2025-08-13	13F	百达资产管理控股公司		13,129	3.33	597	-2.93
2025-08-14	13F	联信银行		22,622	1.68	1,029	-4.64
2025-07-23	13F	马里兰州退休金系统		71,103	4.79	3,234	-1.67
2025-08-11	NP	CMEUX - 六圈管理股票投资组合美国无限制基金		17,225	4.84	783	-1.63
2025-07-23	13F	冯托贝尔控股有限公司		29,968	16.14	1,363	8.96
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		7,866	7.11	398	19.88
2025-08-08	13F	Avantax 咨询服务公司		6,117	24.48	278	16.81
2025-08-04	13F	联合银行		16,954	0.23	1
2025-07-29	NP	TRSGX - T. Rowe 价格谱适度增长配置基金 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		17,132	6.60	809	10.82
2025-08-14	13F	罗杰斯兄弟公司		61,075		2,778
2025-07-25	NP	CZMSX - 多管理人小盘股票策略基金机构类别		44,626		2,109

CWT / California Water Service Group - 机构投资人持股 - 买家

机构和基金投资人持股 - 买家

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