FC 机构投资人持股, 买家

机构和基金投资人持股 - 买家

在富兰克林柯维公司中开设新头寸的主要持有者包括 PJARX - 小盘价值基金 II R-3, 雷蒙德詹姆斯金融公司, Numerai GP 有限责任公司, IWN - iShares Russell 2000 价值 ETF, BRUSX - 超小型公司基金 N 级, PCSGX - PACE 中小型共同成长股权投资 P 类, FISVX - 富达小盘价值指数基金, BBVSX - Bridge Builder 中小盘价值基金, 创新者 ETF 信托 - 创新者美国小型股管理式 ETF, EQ ADVISORS TRUST - 1290 VT 小盘价值投资组合 IB 级, 琼斯金融公司有限责任公司, QSML - WisdomTree 美国小型股优质增长基金, 私人财富管理集团有限责任公司, 太平洋精选基金 - 小盘股票投资组合 I 类, 万通信托公司 Fsb/adv, 和 Parkside 金融银行与信托 .

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 (%)
2025-08-27	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		181,376	1.69	4,139	-15.98
2025-08-14	13F/A	斯科波斯实验室有限公司		107		2
2025-04-29	NP	SLPAX - Siit 小盘基金 - A 类		11,539	3.13	369	-9.34
2025-08-15	NP	PENNX - 罗伊斯宾夕法尼亚共同基金投资类别		183,971	8.07	4,198	-10.70
2025-08-14	13F	弗默尔有限公司		1,987	258.02	45	200.00
2025-06-24	NP	QASGX - 联邦 MDT 小盘成长基金 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		78,051	11.94	1,585	-40.03
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		1,658		38
2025-07-28	NP	AVSU - Avantis 责任美国股票 ETF		476	6.73	11	-21.43
2025-08-13	13F	EverSource 财富顾问有限责任公司		409	1,759.09	9
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		1,018	8.18	23	-8.00
2025-07-08	13F	并行顾问有限责任公司		58	866.67	1
2025-08-11	13F	科维斯特有限公司		5		0
2025-06-26	NP	SPEDX - 阿尔及尔动态机会基金 A 类		0	-100.00	0	-100.00
2025-08-12	13F	普利股权公司	Put	0		0
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
2025-08-15	NP	PSC - 主要美国小盘多因素指数 ETF		15,072	995.35	344	453.23
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		27,841	3.80	565	-44.39
2025-08-28	NP	Amplify ETF Trust - Amplify Etho 气候领导力美国 ETF		16,494	15.33	376	-4.81
2025-08-26	NP	EQ ADVISORS TRUST - 1290 VT 微型资本投资组合 IB 级		2,327	11.93	53	-7.02
2025-08-26	NP	EQ ADVISORS TRUST - EQ/2000 管理波动性投资组合 IB 级		12,569	0.61	287	-17.10
2025-08-18	NP	太平洋精选基金 - 小盘股票投资组合 I 类		125		3
2025-08-05	13F	亨廷顿国家银行		388	284.16	9	300.00
2025-08-13	13F	琼斯金融公司有限责任公司		242		6
2025-06-30	NP	PRFZ - Invesco FTSE RAFI US 1500 中小型 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		9,269	17.45	188	-37.12
2025-03-20	NP	FIDU - 富达 MSCI 工业指数 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		2,567	7.32	97	2.11
2025-06-27	NP	ESCQX - 推出小型股票基金退休课程		253,645	3.53	5,152	-44.54
2025-08-08	13F	创意策划		9,528		217
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		20,031	2.62	457	-15.21
2025-06-26	NP	KCXIX - Knights of Columbus 美国全盘指数基金 I 股		46	6.98	1	-100.00
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		21,547	6.54	504	-22.14
2025-07-25	13F	CWM有限公司		1,091	53.66	0
2025-06-27	NP	SUNAMERICA SERIES TRUST - SA 小型股指数投资组合 1 级		1,277	2.49	26	-46.81
2025-08-13	13F	联合爱马仕有限公司		204,681	15.89	4,671	-4.26
2025-07-22	NP	GSSC - 高盛 ActiveBeta(R) 美国小盘股 ETF		11,094	0.60	259	-26.42
2025-08-26	NP	EQ ADVISORS TRUST - 1290 VT 小盘价值投资组合 IB 级		256		6
2025-08-15	13F	塔尔研究资本有限责任公司（TRC）		1,552	29.66	35	6.06
2025-06-25	NP	GCSIX - 高盛小型股股票洞察基金机构		36,955	29.10	751	-30.88
2025-08-11	13F	罗斯柴尔德投资有限公司		10		0
2025-03-28	NP	DCOR - 维度美国核心股票 1 ETF		510	12,650.00	19
2025-08-29	NP	QSML - WisdomTree 美国小型股优质增长基金		153		3
2025-08-12	13F	美国世纪公司		31,184	6.24	712	-12.22
2025-08-07	13F	英杰华公司		20,623	3.90	471	-14.23
2025-08-11	13F	先锋集团公司		715,910	0.69	16,337	-16.81
2025-08-07	13F	Illumine投资管理有限公司		24,168	8.63	552	-10.26
2025-07-28	NP	HDG - ProShares 对冲复制 ETF		15	15.38	0
2025-04-28	NP	BFOR - 巴伦 400 ETF		9,160	1.22	293	-11.25
2025-08-27	NP	BBVSX - Bridge Builder 中小盘价值基金		764		17
2025-06-26	NP	DFAU - 维度美国核心股票市场 ETF		2,541	82.81	52	-1.92
2025-07-31	13F	尼萨投资顾问有限公司		95		2
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		2,210	19.07	45	-37.14
2025-08-11	13F	赖斯霍尔詹姆斯联合有限公司		533,711	1.89	12,179	-15.82
2025-05-30	NP	SEIS – SEI 精选小型股 ETF		5,798	2.29	160	-24.88
2025-08-12	13F	嘉信理财投资管理公司		93,451	1.78	2,133	-15.93
2025-08-14	13F	普莱斯 T Rowe Associates Inc /md/		20,618	2.00	0
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		61,566	1.02	1,439	-26.13
2025-08-13	13F	罗素投资集团有限公司		183,635	17.62	4,191	-2.83
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		329	62.07	8	40.00
2025-08-29	NP	JAFEX - 总股票市场指数信托资产净值		309	43.06	7	40.00
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		1,459	34.72	30	-29.27
2025-08-13	13F	第一信托顾问有限公司		35,639	2.42	813	-15.40
2025-06-24	NP	创新者 ETF 信托 - 创新者美国小型股管理式 ETF		321		7
2025-08-14	13F	瑞银集团		33,370	61.54	762	33.51
2025-08-29	NP	JAEWX - 小盘股指数信托资产净值		2,482	9.29	57	-9.68
2025-08-04	13F	俄亥俄州		18,800	7.43	429	-11.18
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		55,824	8.48	1,305	-20.67
2025-08-14	13F	雷蒙德詹姆斯金融公司		21,395		488
2025-03-28	NP	HAPS - 港湾企业文化小型股 ETF		6,276	14.78	238	9.22
2025-07-14	13F	伽玛投资有限责任公司		431	498.61	10	800.00
2025-08-08	13F/A	斯特林资本管理有限公司		67	458.33	2
2025-07-28	NP	VCSLX - 小盘股指数基金		4,777	11.30	112	-18.98
2025-08-14	13F	加拿大皇家银行		27,195	268.10	620	203.92
2025-07-30	NP	FSAKX - 战略顾问美国全股票基金		21,605	9.76	505	-19.71
2025-08-13	13F	麦肯齐金融公司		27,948	13.16	638	-6.60
2025-08-07	13F	Parkside 金融银行与信托		25		1
2025-08-11	13F	入口点资本有限责任公司		13,021		297
2025-08-26	NP	BRUSX - 超小型公司基金 N 级		8,000		183
2025-08-14	13F	霍奇基斯和威利资本管理有限公司		130,290	39.54	2,973	15.32
2025-08-26	NP	EQ ADVISORS TRUST - EQ/AB 小型股成长投资组合 IB 类		4,730	209.15	108	154.76
2025-07-25	NP	USCRX - 基石适度激进基金		4,441	1.67	104	-25.90
2025-08-14	13F	匡蒂诺资本管理有限公司		19,922	167.45	455	121.46
2025-08-08	13F	Geode资本管理有限公司		314,626	0.68	7,181	-16.82
2025-06-27	NP	RSSL - Global X Russell 2000 ETF		6,771	5.81	138	-43.39
2025-06-25	NP	GSAOX - 高盛小盘成长洞察基金 A 类		12,697	41.85	258	-24.19
2025-06-18	NP	RTSSX - 税收管理的美国中小型基金 S 级		61,090	48.78	1,241	-20.31
2025-07-30	NP	FCTDX - 战略顾问富达美国总股票基金 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		29,303	5.80	685	-22.60
2025-08-11	13F	罗伊斯联合有限责任公司		995,216	6.36	22,711	-12.12
2025-07-29	13F	私人财富管理集团有限责任公司		138		3
2025-07-28	NP	AVSBX - Avantis 美国小型股股票基金 G 类		1,387	36.92	32	0.00
2025-08-20	NP	全国可变保险信托 - NVIT 小盘指数基金 II 类		2,131	16.83	49	-4.00
2025-08-05	13F	Simplex 贸易有限公司	Call	3,700		0
2025-08-14	13F	Numerai GP 有限责任公司		13,552		309
2025-08-14	13F	富国银行/百万		5,952	10.26	136	-9.40
2025-08-05	13F	纽约梅隆银行		36,166	6.35	825	-12.14
2025-08-13	13F	箭街资本有限合伙企业		197,021	54.10	4,496	27.33
2025-07-29	NP	VFQY - Vanguard US Quality Factor 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		21,081	117.69	493	59.22
2025-08-01	13F	Y-Intercept (香港) 有限公司		45,985		1,049
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		5,344	14.53	109	-38.64
2025-08-06	13F	真实财富设计有限责任公司		41	192.86	1
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		22,249	8.30	520	-20.73
2025-06-23	NP	PJARX - 小盘价值基金 II R-3		21,800		443
2025-08-14	13F	沃亚投资管理有限公司		16,577		378
2025-08-26	NP	FLQS - 富兰克林 LibertyQ 美国小盘股 ETF		851	4.55	19	-13.64
2025-08-15	NP	RYTRX - Royce 总回报基金投资类别		612,198	6.95	13,970	-11.63
2025-08-13	13F	景顺有限公司		16,323	17.62	372	-2.87
2025-08-26	NP	IPSIX - Voya 指数加上小型股投资组合 I 类		12,935		295
2025-08-15	NP	罗伊斯价值信托公司		183,811	8.07	4,195	-10.71
2025-06-18	NP	REBYX - 美国小盘Y类股票基金		2,062		42
2025-05-21	13F/A	吉诺斯财富管理公司		71	407.14	2
2025-08-14	13F	托罗索投资有限责任公司		16,494	12.90	376	-6.70
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		15,917	7.90	372	-21.02
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		126,232	18.34	2,564	-36.61
2025-08-14	13F	水产资本管理有限责任公司		4,915	120.50	112	83.61
2025-08-26	NP	FDM - First Trust 道琼斯精选微型股指数基金 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		35,639	2.42	813	-15.40
2025-07-22	13F	奥基夫史蒂文斯咨询公司		16,928	35.65	386	12.21
2025-08-29	NP	JAFVX - 战略股权配置信托系列资产净值		1,887	9.45	43	-8.51
2025-07-09	13F	港湾资本顾问公司		252,930	1.32	6	-16.67
2025-08-15	13F	摩根士丹利		125,019	360.85	2,853	280.77
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		13,537		309
2025-08-12	13F	SRS 资本顾问公司		206	267.86	5	300.00
2025-08-08	13F	美国信安金融集团		15,856		362
2025-08-14	13F	Citadel 顾问有限公司	Call	11,000	1,122.22	251	945.83
2025-07-11	13F	远远财务顾问有限责任公司		42		1
2025-06-18	NP	GMRAX - 全国小盘指数基金 A 类		949	29.47	19	-29.63
2025-08-14	13F	雅各布斯利维股权管理公司		78,270	75.37	1,786	44.97
2025-07-09	13F	万通信托公司 Fsb/adv		47		1
2025-08-11	13F	道明沃特豪斯加拿大公司		200		5
2025-08-27	NP	高级系列信托 - Ast 小型成长型投资组合		16,806	44.80	384	19.69
2025-06-27	NP	PCSGX - PACE 中小型共同成长股权投资 P 类		6,871		140
2025-08-08	13F	Pnc 金融服务集团公司		259	1,750.00	6
2025-08-14	13F	Punch & Associates 投资管理公司		589,507	0.59	13,453	-16.90
2025-06-27	NP	PASIX - PACE 另类策略投资 A 类		207	113.40	4	33.33
2025-07-07	13F	Versant 资本管理公司		1,345	37.81	31	15.38
2025-08-13	13F	麦克摩根公司		105,345	2.47	2,404	-15.36
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		115,031	2.45	2,336	-45.11
2025-08-14	13F/A	巴克莱银行		24,041	46.54	1
2025-08-12	13F	恒线顾问公司		16,855	2.61	385	-15.23
2025-08-19	13F	怀俄明州		14,366	122.97	328	84.75
2025-08-14	13F	德肖公司		108,591	96.84	2,478	62.71
2025-08-21	NP	MXLSX - Great-West Loomis Sayles 小盘价值基金投资者类别		7,100	57.78	162	30.65
2025-08-12	13F	富兰克林资源公司		28,374	13.10	647	-6.50

FC / Franklin Covey Co. - 机构投资人持股 - 买家

机构和基金投资人持股 - 买家