EFSC / Enterprise Financial Services Corp - 机构投资人持股 - 买家

企业金融服务公司
US ˙ NasdaqGS ˙ US2937121059

机构和基金投资人持股 - 买家

在企业金融服务公司中开设新头寸的主要持有者包括 VIG - 先锋股息增值指数基金 ETF 股票, SDVD - FT Vest SMID 股息上涨目标收入 ETF, BRSVX - N 级小盘价值基金, Guardian 可变产品信托 - Guardian Small Cap Core VIP 基金, 赫斯曼战略顾问公司, HSGFX - 赫斯曼战略增长基金, 中西部信托公司, 韦克菲尔德资产管理有限责任公司, DRW 证券有限责任公司, CSM 顾问有限责任公司, VAMO - Cambria 价值和动量 ETF, 基石规划有限责任公司, 萨凡特资本有限责任公司, WSML - iShares MSCI 全球小型股 ETF, HSAFX - 赫斯曼战略配置基金, 美洲咨询服务有限责任公司, PFM - Invesco Dividend Achievers ETF, RUSC - 美国小型股主动型股票ETF, 法国巴黎银行资产管理控股公司, 和 简化交易所交易基金 - 简化派珀桑德勒小型股 ETF .

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
(%)
2025-08-14 13F/A 巴克莱银行 97,060 35.97 5 66.67
2025-08-04 13F 俄亥俄州 9,800 7.69 540 10.22
2025-07-30 13F 德纳利顾问有限公司 121,924 6.07 6,718 8.76
2025-06-26 NP DFAS - 维度美国小型股 ETF 107,265 6.79 5,580 -7.17
2025-08-12 13F 富兰克林资源公司 53,337 1.57 2,939 4.15
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 指数投资组合 A 类 13,232 5.92 729 8.64
2025-08-29 NP JAFEX - 总股票市场指数信托资产净值 627 5.03 35 6.25
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 751,674 1.12 39,794 -9.39
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 3,440 12.20 190 15.24
2025-08-26 NP FTKI - First Trust Small Cap BuyWrite Income ETF 48 3
2025-06-30 NP VIG - 先锋股息增值指数基金 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 198,359 10,319
2025-07-25 13F 芝加哥期权交易所背心金融有限责任公司 75,866 19.10 4,180 22.12
2025-08-13 13F 奋进资本顾问公司 70,753 12.70 3,898 15.56
2025-08-14 13F 巴利亚斯尼资产管理有限公司 3,782 208
2025-08-08 13F 新泽西州警察和消防员退休系统 8,443 6.31 465 9.15
2025-03-31 NP DRISX - Foundry Partners 基本小盘价值基金机构类别 99,681 22.13 5,965 38.63
2025-06-26 NP KCSIX - 哥伦布骑士小型股基金 I 股 37,497 1.18 1,951 -12.04
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus 投资组合 A 类 821 1,340.35 45 1,400.00
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus 投资组合 A 类 602 33
2025-07-28 NP VCSLX - 小盘股指数基金 16,116 13.97 853 2.16
2025-07-28 NP AVSC - Avantis 美国小盘股 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 74,487 3.41 3,943 -7.33
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - 美国可持续发展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 8,183 7.66 426 -6.39
2025-08-14 13F 美世全球顾问公司 /adv 8,648 1.62 477 4.16
2025-08-13 13F 古根海姆资本有限公司 44,968 14.07 2,478 16.95
2025-08-27 NP VEXMX - 先锋扩展市场指数基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 569,903 1.88 31,402 4.45
2025-08-08 13F 拉森金融集团有限责任公司 4 0
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 966 12.59 53 15.22
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 6,971 15.61 363 0.56
2025-08-28 NP HSGFX - 赫斯曼战略增长基金 40,000 2,204
2025-08-12 13F 基石财富管理有限责任公司 13,530 0.06 745 2.62
2025-08-15 13F 塔尔研究资本有限责任公司(TRC) 3,461 233.43 191 245.45
2025-08-07 13F CSM 顾问有限责任公司 8,505 0
2025-07-29 NP EBI-长景优势ETF 312 5,100.00 17
2025-06-26 NP DXUV-美国维度矢量股票 ETF 4,413 7.40 230 -6.53
2025-08-12 13F 恒线顾问公司 63,999 3.38 3,526 6.01
2025-08-14 13F 立体派系统策略有限责任公司 20,152 39.60 1,110 43.23
2025-08-14 13F 有远见的财富顾问 57,989 1,009.41 3,195 1,041.07
2025-07-25 NP WSML - iShares MSCI 全球小型股 ETF 2,730 145
2025-04-24 NP UCAGX - 基石积极基金 570 4.20 34 0.00
2025-08-08 13F 美国信安金融集团 33,594 74.84 1,851 79.36
2025-08-08 13F 创意策划 65,592 14.88 3,614 17.80
2025-06-25 NP FNCL - 富达 MSCI 金融指数 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 10,933 0.50 569 -12.62
2025-07-28 13F 互助顾问有限责任公司 24,061 0.02 1,346 8.91
2025-08-14 13F 千禧管理有限公司 39,205 802.09 2,160 827.04
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 51,531 2.55 2,839 5.15
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 90,567 1.08 4,711 -12.12
2025-08-14 13F DRW 证券有限责任公司 9,094 501
2025-06-27 NP OSCV - Opus 小盘价值 ETF 190,134 12.81 9,891 -1.93
2025-08-14 13F 加州教师退休制度 34,482 1.01 1,900 3.54
2025-08-27 NP TSME - Thrivent 中小盘 ESG ETF 125,898 44.40 6,937 48.05
2025-06-26 NP KCXIX - Knights of Columbus 美国全盘指数基金 I 股 148 0.68 8 -12.50
2025-07-31 13F 奎斯特合作伙伴有限责任公司 7,681 4,855.48 423 5,187.50
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 260,109 0.15 13,531 -12.93
2025-08-14 13F 匡蒂诺资本管理有限公司 4,422 16.58 244 19.70
2025-08-14 13F 美国银行 /de/ 306,703 1.78 16,899 4.35
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 31,620 599.40 1,645 774.47
2025-07-15 13F 马塞科律师事务所 301 17
2025-08-05 13F Simplex 贸易有限公司 Call 200 0
2025-06-26 NP ETTOX - E*TRADE 免费总市场指数基金 7 0
2025-08-11 13F Martingale 资产管理公司 57,747 2.17 3,182 4.74
2025-08-20 NP RUSC - 美国小型股主动型股票ETF 886 49
2025-07-28 NP MSSM - 摩根士丹利 Pathway 中小型股 ETF 1,759 9.05 93 -2.11
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 10,947 1.18 569 -12.06
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 27,470 1.10 1,514 3.63
2025-06-27 NP VAMO - Cambria 价值和动量 ETF 8,002 416
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 管理波动性投资组合 IB 级 43,408 0.82 2,392 3.37
2025-08-28 NP TPSC - Timothy Plan 美国小盘股核心 ETF 8,768 7.35 483 10.27
2025-07-17 13F Claris Advisors, Llc / 莫 / 5,633 0.05 310 2.65
2025-07-28 13F 贾格资本管理有限公司 11,144 40.97 614 44.81
2025-08-15 13F 大西人寿保险公司 /can/ 13,193 6.64 1
2025-08-05 13F 纽约梅隆银行 174,055 1.82 9,590 4.40
2025-08-13 13F 杰克逊溪投资顾问有限责任公司 30,602 15.28 2 0.00
2025-08-06 13F 法国巴黎银行资产管理控股公司 450 0
2025-08-22 NP KVALX - 肯尼迪资本小型股价值基金机构类别股票 5,480 33.72 302 36.82
2025-07-15 13F 毅力家族办公室有限责任公司 3 0
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 38,183 18.86 1,986 3.33
2025-08-12 13F 企业金融服务公司 361,124 3.37 19,898 5.98
2025-08-13 13F 裸金融服务公司 14 1
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent 适度保守配置投资组合 A 类 2,544 70.17 140 66.67
2025-08-12 13F 顾问资产管理公司 7,058 2.29 389 4.86
2025-06-18 NP NWHDX - 全国贝拉德认知价值基金 A 类 5,300 178.95 276 143.36
2025-08-21 NP MXLSX - Great-West Loomis Sayles 小盘价值基金投资者类别 9,500 14.46 523 17.26
2025-08-13 13F 箭街资本有限合伙企业 14,633 806
2025-03-28 NP GCSIX - 高盛小型股股票洞察基金机构 942 56
2025-06-27 NP RSSL - Global X Russell 2000 ETF 22,119 4.89 1,151 -8.80
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 1,138,619 2.08 62,738 4.66
2025-08-11 13F Aptus 资本顾问有限公司 202,658 9.65 11,166 12.42
2025-08-28 NP QCSTRX - 股票账户类别 R1 76,260 21.90 4,202 24.99
2025-05-29 NP SEASONS 系列信托 - SA 多管理适度增长投资组合 1 级 649 3.02 35 -2.86
2025-08-26 NP QABA - First Trust 纳斯达克 ABA 社区银行指数基金 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 23,570 6.19 1,299 8.89
2025-05-05 13F 林布鲁克资本有限公司 106 4.95 6 0.00
2025-08-11 13F 阿尔卑斯顾问公司 6,418 1.23 354 3.82
2025-07-25 NP DCCAX - 特拉华小盘核心基金 A 类 880,205 4.37 46,598 -6.47
2025-08-14 13F 拉弗蒂资产管理有限责任公司 30,085 21.26 1,658 24.31
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent 积极配置投资组合 A 类 3,060 77.08 169 73.20
2025-08-14 13F 普莱斯 T Rowe Associates Inc /md/ 32,396 7.14 2 0.00
2025-07-29 13F 芝加哥合伙人投资集团有限责任公司 4,386 0.53 253 9.57
2025-08-05 13F 赫斯曼战略顾问公司 42,000 2,314
2025-08-27 NP AAHYX - Thrivent Diversified Income Plus 基金 A 类 920 1,360.32 51 1,566.67
2025-08-26 NP Profunds - Profunds 小型股副总裁 84 2.44 5 0.00
2025-08-12 13F 保德信金融公司 29,803 6.99 1,745 6.54
2025-08-11 13F 环球保险及服务有限公司 96,258 8.42 5,304 11.15
2025-08-27 NP BBVSX - Bridge Builder 中小盘价值基金 17,891 1.80 986 4.34
2025-08-08 13F 哈特兰有限公司 4,340 4.25 239 7.17
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 7,389 5.54 384 -8.13
2025-08-12 13F 希尔斯代尔投资管理公司 90,000 4,959
2025-08-26 NP 第一信托可变保险信托 - 第一信托/道琼斯股息和收入分配投资组合 I 类 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 53,136 184.80 2,928 283.62
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 16,865 3.44 877 -10.05
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 37,720 228.69 1,962 489.19
2025-08-08 13F Geode资本管理有限公司 934,727 0.83 51,510 3.38
2025-07-28 NP HDG - ProShares 对冲复制 ETF 48 9.09 3 0.00
2025-07-24 13F 美国合众银行\de\ 3,934 0.20 217 2.86
2025-08-29 NP JAFVX - 战略股权配置信托系列资产净值 5,374 2.28 296 4.96
2025-08-08 13F 贝拉德公司 5,500 303
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 1,951 5.92 108 9.18
2025-08-07 13F 苏黎世州银行 (Zurcher Kantonalbank) 13,490 24.11 743 27.23
2025-06-27 NP EBIT - Harbor AlphaEdge 小型股收益者 ETF 232 14.85 12 0.00
2025-08-20 NP 全国可变保险信托 - NVIT 小盘指数基金 II 类 7,104 5.79 391 8.61
2025-06-26 NP DFSV - 维度美国小盘价值 ETF 140,572 9.06 7,313 -5.19
2025-08-12 13F/A 波士顿合作伙伴 107,910 141.69 5,946 147.81
2025-06-26 NP DFUS - 维度美国股票 ETF 10,446 16.62 543 1.50
2025-08-13 13F EverSource 财富顾问有限责任公司 638 929.03 35 1,066.67
2025-06-26 NP TISEX - TIAA-CREF 机构级量化小型股票基金 157,460 14.20 8,191 -0.72
2025-08-14 13F 水产资本管理有限责任公司 13,244 363.24 730 376.47
2025-08-14 13F 柯罗尼集团有限责任公司 5,423 0.46 299 2.76
2025-08-06 13F 福卡斯金融公司 131,097 0.01 7,223 2.54
2025-08-14 13F 麦格理集团有限公司 1,199,161 14.19 66,074 17.08
2025-08-06 13F 里亚托财富管理有限责任公司 1 0
2025-08-14 13F 阿默普莱斯金融公司 82,070 5.66 4,522 8.34
2025-08-14 13F 拉扎德资产管理公司 21,598 71,893.33 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 985 23.90 54 28.57
2025-08-26 NP BRSVX - N 级小盘价值基金 67,000 3,692
2025-08-26 NP 简化交易所交易基金 - 简化派珀桑德勒小型股 ETF 319 18
2025-08-13 13F 第一信托顾问有限公司 1,422,965 1.48 78,405 4.05
2025-08-26 NP NSIDX - 北方小盘股指数基金 16,942 0.37 934 2.87
2025-08-14 13F Ieq资本有限公司 5,508 13.68 303 16.54
2025-07-25 13F 海明顿财富管理 8 14.29 0
2025-07-25 NP CZMSX - 多管理人小盘股票策略基金机构类别 36,399 15.85 1,927 3.77
2025-08-05 13F 韦克菲尔德资产管理有限责任公司 19,692 1,085
2025-08-14 13F 水手有限责任公司 15,312 1.57 844 4.07
2025-06-26 NP TSMOX - TIAA-CREF 量化小型/中型股票基金退休类别 60,597 23.45 3,152 7.32
2025-08-13 13F 宽博科技有限公司 4,885 269
2025-06-27 NP DASVX - Dunham 小盘价值基金 A 类 18,305 16.45 952 1.28
2025-08-14 13F 沃亚投资管理有限公司 10,393 0.79 573 3.25
2025-08-15 NP PSC - 主要美国小盘多因素指数 ETF 31,082 85.08 1,713 89.80
2025-08-12 13F MAI资本管理 40,144 5.41 2,212 8.06
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 52,208 7.49 2,764 -3.69
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 39,941 1.41 2,201 3.97
2025-06-30 NP PFM - Invesco Dividend Achievers 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 1,072 56
2025-08-13 13F 大都会人寿投资管理有限公司 22,147 5.47 1,220 8.16
2025-08-14 13F Citadel 顾问有限公司 46,968 518.41 2,588 534.07
2025-06-26 NP DFSVX - 美国小盘价值投资组合 - 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 468,815 1.12 24,388 -12.09
2025-07-08 13F 并行顾问有限责任公司 70 29.63 4 50.00
2025-07-29 NP PBQAX - PGIM Jennison 混合基金 A 类 80,357 0.27 4,254 -10.14
2025-06-26 NP DFAT - 维度美国目标价值 ETF 255,375 1.94 13,285 -11.38
2025-08-27 NP Brighthouse Funds Trust I - 摩根大通小盘价值投资组合 A 类 37,503 0.74 2,066 3.30
2025-08-14 13F 布里奇威资本管理公司 311,614 33.33 17,170 36.70
2025-08-26 13F/A 路德教会的 Thrivent 金融 392,878 350.63 22 425.00
2025-06-27 NP SUNAMERICA SERIES TRUST - SA 小型股指数投资组合 1 级 4,147 1.10 216 -12.24
2025-08-28 NP KRE - SPDR(R) S&P Regional Banking(SM) 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 220,340 11.26 12,141 14.08
2025-06-24 NP BBSC - 摩根大通 BetaBuilders 美国小盘股 ETF 13,277 11.49 691 -3.09
2025-08-13 13F 伊丽莎白帕克资本顾问有限公司 42,342 2,333
2025-08-13 13F 罗素投资集团有限公司 109,877 21.63 6,054 24.72
2025-08-14 13F Qube研究与技术有限公司 178,313 2.03 9,825 4.62
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 小盘股指数 VIP A 级 5,633 1.77 310 4.38
2025-07-09 13F 港湾资本顾问公司 233 14.78 0
2025-08-14 13F 莫尼塔集团投资顾问有限公司 100,785 8.92 5,553 11.69
2025-08-13 13F F/M 投资有限责任公司 73,611 0.49 4,056 3.02
2025-08-14 13F 道富银行 1,145,953 3.29 63,142 5.90
2025-08-13 13F 亚利桑那州退休系统 10,775 1.48 594 4.04
2025-08-14 13F 塞伊投资公司 66,801 8.23 3,681 10.98
2025-08-27 NP RYMKX - 罗素 2000 1.5 倍策略基金 H 级 52 1.96 3 0.00
2025-08-13 13F 跳跃金融有限责任公司 4,179 230
2025-08-07 13F 中西部信托公司 39,200 2,160
2025-08-29 NP JADMX - 小盘机会信托资产净值 3,431 31.86 189 35.97
2025-08-13 13F 北方信托公司 385,780 3.92 21,256 6.55
2025-07-23 NP CFSLX - 专栏小型股基金 21,611 7.69 1,144 -3.46
2025-08-12 13F 普利股权公司 Put 0 0
2025-08-13 13F 双峰财富顾问有限责任公司 1 0
2025-07-29 NP SSMAX - Siit 中小盘股票基金 - A 类 21,370 10.04 1,131 -1.39
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
2025-07-22 NP GSSC - 高盛 ActiveBeta(R) 美国小盘股 ETF 7,166 40.15 379 25.50
2025-07-15 13F SJS投资咨询公司 3 50.00 0
2025-07-28 NP AVSBX - Avantis 美国小型股股票基金 G 类 4,490 17.20 238 4.87
2025-08-15 NP Guardian 可变产品信托 - Guardian Small Cap Core VIP 基金 61,015 3,362
2025-08-07 13F 康纳克拉克伦投资管理有限公司 34,533 30.29 1,903 33.57
2025-08-12 13F 嘉信理财投资管理公司 499,089 2.16 27,500 4.74
2025-08-14 13F 法国巴黎银行套利公司 9,546 371.41 526 386.11
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Legg Mason 战术机会投资组合 1 级 290 15
2025-08-26 NP GSCYX - 机构小型股股票基金 36,052 150.10 1,986 156.59
2025-08-26 NP FSGS - 小型股美国股票精选 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,445 1.13 300 3.81
2025-08-08 13F/A 斯特林资本管理有限公司 9,660 3.98 532 6.61
2025-08-29 NP BSVO - EA Bridgeway Omni 小盘价值 ETF 125,642 1.88 6,923 4.45
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 368,347 0.66 19,161 -12.49
2025-08-26 NP VVICX - Voya VACS 指数系列 SC 投资组合 2,613 3.20 144 5.15
2025-06-25 NP PQJCX - PGIM Jennison 小盘核心股票基金 R6 级 2,042 21.33 106 6.00
2025-08-14 13F 瑞银资产管理美洲公司 144,013 35.35 7,935 38.80
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 183,326 8.35 9,705 -2.90
2025-08-11 13F 科维斯特有限公司 215 1,094.44 0
2025-07-30 NP LSOFX - LS 机会基金 - 机构类别 Short -33,778 -4.03 -1,788 -14.00
2025-08-13 13F 联合爱马仕有限公司 2,182 106.04 120 114.29
2025-08-11 13F 授权基金有限责任公司 125,814 2.02 6,932 4.60
2025-05-05 13F 铸造合作伙伴有限责任公司 174,120 1.74 9,357 -3.06
2025-06-25 NP SDVD - FT Vest SMID 股息上涨目标收入 ETF 70,251 3,654
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 1,953 6.14 102 -8.18
2025-08-01 13F 詹尼森联合有限公司 605,723 5.88 33,375 8.56
2025-08-27 NP RYRUX - Russell 2000 2x 策略基金 A 级股票 187 1.63 10 11.11
2025-09-04 13F/A 顾问集团控股公司 23,809 0.35 1,312 2.82
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 4,672 77.71 243 219.74
2025-08-19 NP GARTX - 高盛绝对回报跟踪基金 A 类 2,023 36.69 111 40.51
2025-08-14 13F 格雷厄姆资本管理有限合伙人 4,186 231
2025-08-14 13F 霍奇基斯和威利资本管理有限公司 181,170 12.18 9,982 15.01
2025-07-21 13F 美洲咨询服务有限责任公司 1,274 70
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 24,004 3.33 1,323 5.93
2025-08-06 13F 真实财富设计有限责任公司 103 6
2025-08-13 13F 纽约州共同退休基金 67,465 5.27 4 0.00
2025-08-07 13F 奥尔沃斯金融有限公司 58 48.72 3 50.00
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 64,343 169.69 3,347 134.55
2025-08-08 13F SG美洲证券有限责任公司 16,743 356.71 1
2025-07-18 13F 纯财务顾问公司 6,073 0.31 335 2.77
2025-08-06 13F 萨凡特资本有限责任公司 4,724 260
2025-08-14 13F 萨斯奎哈纳投资组合策略有限责任公司 26,408 1,455
2025-07-17 13F 受托顾问有限公司 434 0.46 24 0.00
2025-08-27 NP RYRRX - 罗素 2000 基金 A 类 86 2.38 5 0.00
2025-08-28 NP HSAFX - 赫斯曼战略配置基金 2,000 110
2025-07-29 NP WPGTX - WPG 合作伙伴小/微型价值基金机构 10,587 0.38 560 -10.11
2025-08-11 13F 先锋集团公司 2,363,039 2.10 130,203 4.69
2025-08-20 NP ASMOX - AQR 小盘动量型基金 I 类 4,611 77.48 254 82.73
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 19,391 2.14 1,009 -11.27
2025-04-01 13F 基石规划有限责任公司 6,252 353
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