GATX / GATX Corporation - 机构投资人持股 - 买家

GATX公司
US ˙ NYSE ˙ US3614481030

机构和基金投资人持股 - 买家

在GATX公司中开设新头寸的主要持有者包括 恩康帕斯资本顾问有限责任公司, 旧金山费城财务管理有限责任公司, JHMM - 约翰汉考克多因素中型 ETF, 奥利弗卢克斯资产有限责任公司, 萨斯奎哈纳投资组合策略有限责任公司, CZMVX - 多经理价值策略基金机构类, VSTCX - 先锋战略小型股票基金投资者股票, WSML - iShares MSCI 全球小型股 ETF, 布莱尔·威廉公司, 催化剂基金管理有限公司, 梅里特金融集团有限责任公司, HB 财富管理有限责任公司, RSM美国财富管理有限公司, Vestmark 咨询解决方案公司, 交响金融有限公司, 环球保险及服务有限公司, Peak6有限责任公司, 林肯可变保险产品信托 - LVIP 摩根大通小型股核心基金服务类别, AVLC - Avantis 美国大盘股票 ETF, 和 法国巴黎银行资产管理控股公司 .

本页面显示了上一报告期内增持或开仓的上市机构、基金和大股东的股权结构变化绿色行表示新头寸。点击链接图标查看完整的交易历史记录。

升级以解锁高级数据。

文件日期 来源 投资者 类型 平均价格
(Est)
股份 Δ 股份
(%)
报告
价值
($1000)
Δ 价值
(%)
投资组合配置
(%)
2025-08-28 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 4,522 1.60 694 0.43
2025-08-27 NP Brighthouse Funds Trust I - 摩根大通小盘价值投资组合 A 类 3,811 10.34 585 40.96
2025-07-28 NP AVSU - Avantis 责任美国股票 ETF 1,431 11.97 228 6.57
2025-08-13 13F Edgestream 合伙人有限合伙人 14,616 2,244
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 17,894 2.02 2,748 0.88
2025-07-28 NP HDG - ProShares 对冲复制 ETF 47 11.90 7 0.00
2025-08-12 13F 东南资产顾问公司 2,658 0.19 408 -0.73
2025-08-29 NP JAEWX - 小盘股指数信托资产净值 6,835 0.46 1,050 -0.66
2025-08-13 13F 罗素投资集团有限公司 1,585 3.06 244 2.09
2025-08-04 13F 资产标记公司 208 16.85 32 14.81
2025-08-14 13F 普莱斯 T Rowe Associates Inc /md/ 32,000 7.40 5 0.00
2025-08-14 13F 柯罗尼集团有限责任公司 1,613 5.77 248 4.66
2025-08-14 13F Mml 投资者服务有限公司 11,822 5.21 2 0.00
2025-08-15 13F 认真的合作伙伴有限责任公司 3,086,216 0.03 473,919 -1.07
2025-08-14 13F 富国银行/百万 139,751 4.73 21,460 3.58
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 188,628 1.15 27,532 -10.78
2025-07-28 NP AVLC - Avantis 美国大盘股票 ETF 1,245 198
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 1,873 6.97 288 5.90
2025-07-30 13F 论坛财务管理有限合伙人 1,429 6.88 219 5.80
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 179,234 9.70 28,541 4.57
2025-08-13 13F 挪威银行 381,748 58,621
2025-08-13 13F 布朗咨询公司 9,974 0.22 1,532 -0.91
2025-07-24 13F 托莱多信托公司 Na /oh/ 152 23
2025-07-28 NP VCSLX - 小盘股指数基金 15,174 11.30 2,416 6.10
2025-08-08 13F 等投资顾问公司 6,017 21.19 924 19.87
2025-08-20 NP QRPNX - AQR 另类风险溢价基金 N 级 Short -4,616 66.64 -709 64.65
2025-06-27 NP RSSL - Global X Russell 2000 ETF 21,671 6.55 3,163 -6.00
2025-08-14 13F 恩康帕斯资本顾问有限责任公司 149,944 23,025
2025-07-22 NP GSSC - 高盛 ActiveBeta(R) 美国小盘股 ETF 5,100 10.41 812 5.32
2025-07-16 13F 签名有限责任公司 410 4.86 63 3.33
2025-08-07 13F 康纳克拉克伦投资管理有限公司 17,591 179.18 2,701 176.18
2025-08-08 13F 宾夕法尼亚州公立学校就业重新注册系统 9,172 7.97 1,408 6.75
2025-03-27 NP PAMC - Pacer Lunt MidCap 多因子交流发电机 ETF 2,378 10.14 393 30.56
2025-06-27 NP SUNAMERICA 系列信托 - SA 中型股指数投资组合 1 级 5,994 6.14 875 -6.42
2025-07-15 13F 毅力家族办公室有限责任公司 68 3.03 10 0.00
2025-08-14 13F 采石场LP 220 34
2025-08-13 13F 宽博科技有限公司 6,418 986
2025-07-08 13F 并行顾问有限责任公司 163 33.61 25 38.89
2025-08-20 NP QSPIX - AQR 风格溢价另类基金 I 类 Short -28,854 6.93 -4,431 5.75
2025-07-24 13F IFP 顾问公司 12 300.00 2
2025-07-14 13F 伽玛投资有限责任公司 2,596 13.16 399 11.80
2025-08-20 NP QMNIX - AQR 股票市场中性基金 I 类 Short -56,552 154.80 -8,684 152.00
2025-08-27 NP VSTCX - 先锋战略小型股票基金投资者股票 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 2,799 430
2025-08-29 NP JAFEX - 总股票市场指数信托资产净值 597 4.55 92 3.41
2025-07-24 13F 罗纳德·布鲁信托公司 5,083 7.26 780 6.12
2025-08-20 NP QMHIX - AQR 管理期货策略 HV 基金 I 类 Short -6,504 113.32 -999 110.99
2025-07-31 13F 尼萨投资顾问有限公司 10,477 1.16 1,609 0.00
2025-07-25 NP NTIAX - 哥伦比亚中盘指数基金 A 类 30,284 0.80 4,822 -3.91
2025-08-14 13F 第一集团贸易有限公司 Call 200 31
2025-06-26 NP DFAC - 维度美国核心股票 2 ETF 70,483 7.97 10,288 -4.77
2025-08-13 13F 温斯洛资产管理公司 48,937 0.19 8 0.00
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 484 8.52 74 7.25
2025-08-04 13F 俄亥俄州 3,700 2.78 568 1.79
2025-08-14 13F Qube研究与技术有限公司 58,317 871.79 8,955 861.87
2025-08-14 13F 加拿大皇家银行 6,795 2.29 1,043 1.07
2025-08-13 13F 景顺有限公司 113,613 104.66 17,446 102.41
2025-06-18 NP REBYX - 美国小盘Y类股票基金 0 -100.00 0 -100.00
2025-08-14 13F 沃亚投资管理有限公司 9,831 2.24 1,510 1.07
2025-08-13 13F 贝尔德金融集团有限公司 1,629 250
2025-08-27 NP RYRUX - Russell 2000 2x 策略基金 A 级股票 183 1.67 28 3.70
2025-08-20 NP AQMIX - AQR 管理期货策略基金 I 类 Short -4,146 -10.05 -637 -11.05
2025-08-14 13F Aqr资本管理有限公司 9,271 20.15 1,424 18.78
2025-08-07 13F Campbell & CO 投资顾问有限责任公司 13,196 2,026
2025-08-28 NP MMTM - SPDR S&P 1500 动量倾斜 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 125 98.41 19 111.11
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 551,547 0.98 84,696 -0.13
2025-08-05 13F 蒙特利尔银行/can/ 18,929 1.40 2,907 0.28
2025-08-06 NP 林肯可变保险产品信托 - LVIP 摩根大通小型股核心基金服务类别 1,272 195
2025-06-24 NP 创新者 ETF 信托 - 创新者美国小型股管理式 ETF 192 60.00 28 47.37
2025-08-08 13F/A 斯特林资本管理有限公司 912 46.62 140 45.83
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 88,746 2.85 12,953 -9.27
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - 美国可持续发展核心 1 投资组合股票 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 14,179 13.59 2,070 0.19
2025-08-20 NP QHFRX - AQR MS Fusion HV 基金 R6 类 Short -340 -52
2025-08-14 13F 简街集团有限责任公司 84,643 57.65 12,998 55.91
2025-08-06 13F 萨凡特资本有限责任公司 1,799 3.93 276 2.99
2025-08-12 13F MAI资本管理 1,033 1.27 159 0.00
2025-08-27 NP VBINX - 先锋平衡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 21,637 1.62 3,323 0.48
2025-08-13 13F 象限资本集团有限公司 2,970 76.58 456 74.71
2025-07-08 13F 上升顾问有限责任公司 127 0.79 19 0.00
2025-07-11 13F 远远财务顾问有限责任公司 63 18.87 10 12.50
2025-08-11 13F 交响金融有限公司 1,382 212
2025-08-14 13F 萨斯奎哈纳投资组合策略有限责任公司 12,320 1,892
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 小盘股指数 VIP A 级 5,505 1.81 845 0.72
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 1,735 4.64 253 -7.66
2025-07-25 13F 约翰逊投资顾问公司 2,787 54.15 428 52.50
2025-06-25 NP FTLS - First Trust 多头/空头股票 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 Short -8,375 -1,222
2025-07-29 NP EBI-长景优势ETF 4,129 3,312.40 658 3,185.00
2025-07-22 NP DSMFX - 目的地中小型股票基金 I 类 937 0.32 149 -4.49
2025-08-20 NP QMFNX - AQR MS 融合基金 N 类 Short -307 -47
2025-08-08 13F 拉森金融集团有限责任公司 31 342.86 5 300.00
2025-08-27 13F/A Squarepoint Ops LLC 187,835 429.50 28,844 423.66
2025-08-12 13F 顾问资产管理公司 3,765 17.80 578 16.53
2025-08-14 13F 立体派系统策略有限责任公司 31,709 17.07 4,869 15.79
2025-08-27 NP VSEQX - 先锋战略股票基金投资者股份 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 29,617 5.10 4,548 93.98
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 4,194 5.30 612 -7.13
2025-08-14 13F 舍恩菲尔德战略顾问有限责任公司 120,144 4,578.50 18,449 4,535.43
2025-08-05 13F 新方资本有限责任公司 1 0
2025-08-13 13F 裸金融服务公司 27 4
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 19,938 0.12 3,175 -4.57
2025-08-13 13F EverSource 财富顾问有限责任公司 690 318.18 106 320.00
2025-08-13 13F 杰克逊溪投资顾问有限责任公司 12,840 13.69 2 0.00
2025-08-06 13F 法国巴黎银行资产管理控股公司 421 0
2025-08-26 NP NSIDX - 北方小盘股指数基金 16,588 0.96 2,547 -0.16
2025-07-18 13F 巴特利特财富管理有限公司 33 5
2025-08-13 13F Natixis 顾问有限公司 239,607 20.86 37 20.00
2025-08-28 NP TIAA 独立账户 VA 1 - 股票指数账户 教师个人年金 个人递延可变年金 775 19.41 119 19.00
2025-08-14 13F 匡蒂诺资本管理有限公司 3,272 84.55 503 82.55
2025-08-26 NP EQ ADVISORS TRUST - ATM 中盘波动率管理投资组合 K 级 3,311 1.75 508 0.59
2025-07-23 NP CFSSX-专栏小盘精选基金 23,500 48.59 3,742 41.69
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 3,366 12.61 517 11.21
2025-08-28 NP IWO - iShares Russell 2000 Growth 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 24,079 3,698
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 4,874 11.66 711 -1.52
2025-08-27 NP JNL 系列信托 - JNL/Mellon 工业部门基金 (A) 2,245 4.66 345 3.30
2025-06-23 NP MDPIX - 中型深度投资者类别 131 24.76 19 11.76
2025-08-14 13F HRT金融有限责任公司 5,015 1
2025-08-26 NP Profunds - Profunds 中型价值副总裁 97 11.49 15 7.69
2025-08-14 13F 萨斯奎哈纳国际集团有限责任公司 48,733 13.65 7,483 12.41
2025-08-15 13F 田纳西州财政部 11,104 33.90 1,705 32.48
2025-08-27 NP BBGSX - Bridge Builder 中小型股成长基金 567 31.25 87 52.63
2025-08-27 NP RYDEX 可变信托 - Russell 2000(R) 1.5x 策略基金可变年金 10 11.11 2 0.00
2025-07-29 NP SFYX - SoFi Next 500 ETF 196 31
2025-08-13 13F SageView 咨询集团有限责任公司 4,785 0.25 730 -1.62
2025-08-29 NP DON - WisdomTree 美国中型股股息基金 不适用 42,019 0.07 6,452 -1.03
2025-08-08 13F 新泽西州警察和消防员退休系统 8,058 3.77 1,237 2.66
2025-06-27 NP SUNAMERICA SERIES TRUST - SA 小型股指数投资组合 1 级 4,057 2.58 592 -9.48
2025-08-14 13F 托罗索投资有限责任公司 4,985 5.61 765 4.51
2025-07-14 13F 奥利弗卢克斯资产有限责任公司 14,519 2,230
2025-08-14 13F 双山资本有限责任公司 1,574 242
2025-08-25 13F/A 路博迈伯曼集团有限责任公司 7,743 65.73 1,189 64.00
2025-08-11 13F 先锋集团公司 3,935,460 1.21 604,329 0.10
2025-07-16 13F PFS 合作伙伴有限责任公司 36 6
2025-08-08 13F 创意策划 28,831 9.88 4,427 8.69
2025-07-31 13F 奎斯特合作伙伴有限责任公司 2,891 2,010.22 444 2,009.52
2025-08-14 13F 瑞银资产管理美洲公司 151,495 29.67 23,264 28.24
2025-08-27 NP RYRRX - 罗素 2000 基金 A 类 84 1.20 13 0.00
2025-08-22 NP CVMC - Calvert 美国中盘核心责任指数 ETF 284 4.03 44 2.38
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 9,961 2.14 1,586 -2.64
2025-08-13 13F 西北互助财富管理公司 167 17.61 26 13.64
2025-08-14 13F Point72 资产管理有限合伙人 5,786 889
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 管理波动性投资组合 IB 级 41,739 1.35 6,409 0.23
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 1,876 61.45 288 88.24
2025-08-14 13F Citadel 顾问有限公司 Put 4,200 950.00 645 938.71
2025-08-26 NP PSOPX - 摩根大通小盘价值基金 I 类 14,204 9.91 2,181 40.44
2025-08-19 13F 怀俄明州 683 105
2025-08-15 13F 摩根士丹利 293,512 9.47 45,072 8.27
2025-08-14 13F 格雷厄姆资本管理有限合伙人 2,403 369
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 41,749 2.51 6,411 1.38
2025-08-14 13F Citadel 顾问有限公司 63,029 11.06 9,679 9.84
2025-06-26 NP PQCCX - PGIM QMA 中型核心股票基金 R6 级 160 14.29 23 0.00
2025-08-18 NP 太平洋精选基金 - 小盘股指数投资组合 I 类 9,545 3.47 1,466 2.30
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - 400 指数股票投资组合 17,039 1.09 2,617 -0.04
2025-08-14 13F 瑞银集团 141,401 31.47 21,714 30.03
2025-08-29 NP NEFJX - Vaughan Nelson 小盘价值基金 A 类 146,074 49.53 22,431 47.88
2025-08-26 NP 主投资组合 - 活跃股票 主投资组合 活跃股票投资组合 10,022 36.56 1,539 35.03
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 6,266 1.79 962 0.73
2025-08-29 NP STXK-Strive 小型股 ETF 1,116 8.56 171 7.55
2025-06-26 NP JHMM - 约翰汉考克多因素中型 ETF 16,316 2,381
2025-08-13 13F 华尔街眼资本有限责任公司 92,970 14,276
2025-08-13 13F RSM美国财富管理有限公司 1,409 216
2025-04-24 NP OASC-OneAscent 小型股核心 ETF 644 12.00 108 13.83
2025-08-14 13F 美国银行 /de/ 1,219,746 0.50 187,304 -0.60
2025-07-17 13F 罗利资本管理公司 6 1
2025-08-12 13F 催化剂基金管理有限公司 1,600 246
2025-08-12 13F 西北互助投资管理公司 7,971 0.87 1,224 -0.16
2025-07-29 13F 地区金融公司 18,661 28.83 2,866 27.39
2025-07-09 13F 万通信托公司 Fsb/adv 98 104.17 15 114.29
2025-08-05 13F 密歇根州退休系统 8,612 1.17 1,322 0.08
2025-08-20 NP QCFIX - AQR CVX 融合基金 I 类 Short -68 -10
2025-06-23 NP MGPIX - 中型成长型深度基金投资者类别 78 50.00 11 37.50
2025-08-13 13F 大都会人寿投资管理有限公司 40,027 0.52 6,147 -0.58
2025-08-26 NP VVICX - Voya VACS 指数系列 SC 投资组合 2,516 4.79 386 3.76
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 61,955 5.83 9,866 0.88
2025-06-26 NP DFAU - 维度美国核心股票市场 ETF 7,019 10.54 1,024 -2.48
2025-07-14 13F 农商投资公司 31 10.71 5 0.00
2025-05-15 13F 德克萨斯州永久学校基金 18,240 2,662
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 10,891 0.68 1,672 -0.42
2025-08-12 13F 少尉峰顾问公司 410,550 11.07 63,044 9.85
2025-06-26 NP KCXIX - Knights of Columbus 美国全盘指数基金 I 股 154 6.21 22 -4.35
2025-07-30 13F 道德公司 3,533 34.44 548 33.41
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 40,018 4.37 5,841 -7.93
2025-07-23 13F Klp资本管理公司 7,100 5.97 1,090 4.81
2025-07-25 13F 俄勒冈州公务员退休基金 7,333 1.38 1,126 0.27
2025-07-25 NP WSML - iShares MSCI 全球小型股 ETF 2,002 319
2025-08-29 NP MFUS - PIMCO RAFI 动态多因素美国股票 ETF 484 8.76 74 7.25
2025-08-12 13F 富兰克林资源公司 2,849 0.07 437 -1.13
2025-07-29 NP SMXAX - SIIT 扩展市场指数基金 - A 类 5,652 9.70 900 4.65
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 17,594 11.62 2,568 -1.53
2025-06-26 NP DFAT - 维度美国目标价值 ETF 79,052 3.73 11,538 -8.50
2025-06-26 NP DFSU - 维度美国可持续发展核心 1 ETF 2,585 31.28 377 16.00
2025-07-21 13F 沃恩·尼尔森投资管理有限公司 434,415 52.71 66,709 151,509.09
2025-07-21 13F 山顶国家银行 999 34.45 153 33.04
2025-08-08 13F SG资本管理有限公司 27,711 16.51 4,255 15.22
2025-08-12 13F 恒线顾问公司 120,642 3.07 18,526 1.93
2025-08-13 13F 琼斯金融公司有限责任公司 137 407.41 21 425.00
2025-08-14 13F 都铎投资公司等 98,648 1,425.64 15,148 1,410.27
2025-08-11 13F 新边缘财富有限责任公司 1,414 8.77 214 5.97
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 3,850 1.61 591 0.51
2025-07-24 13F 布莱尔·威廉公司 1,764 271
2025-08-14 13F 高盛集团公司 174,401 0.19 26,781 -0.91
2025-08-07 13F 奥尔沃斯金融有限公司 62 24.00 10 28.57
2025-07-30 13F 雷曼资本咨询集团 2,002 14.20 307 12.87
2025-08-12 13F LPL 金融有限责任公司 14,892 6.57 2,287 5.39
2025-08-20 NP 全国可变保险信托 - NVIT 中盘指数基金 I 类 14,871 1.59 2,284 0.48
2025-08-06 13F Vestmark 咨询解决方案公司 1,406 216
2025-08-07 13F Parkside 金融银行与信托 111 11.00 17 13.33
2025-06-26 NP DCOR - 维度美国核心股票 1 ETF 2,958 57.68 432 39.03
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 10,535 1.66 1,538 -10.33
2025-03-27 NP PTMC - Pacer Trendpilot 美国中盘 ETF 5,347 2.28 885 21.26
2025-06-30 NP VT - Vanguard Total World Stock 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 22,047 6.41 3,218 -6.16
2025-08-12 13F EULAV资产管理 78,809 66.62 12,102 64.77
2025-08-04 13F 汉兹金融服务公司 187 434.29 0
2025-07-07 13F Versant 资本管理公司 286 10.42 44 7.50
2025-08-12 13F 普利股权公司 Put 0 0
2025-07-31 13F 新泽西州共同养老基金 D 12,961 8.45 1,990 7.28
2025-08-14 13F 巴利亚斯尼资产管理有限公司 118,760 37.13 18,237 35.61
2025-07-28 13F 贝福瑞斯特资本有限公司 370 218.97 57 211.11
2025-08-12 13F 普利股权公司 Call 0 0
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 18,474 1.20 2,942 -3.54
2025-08-12 13F 普利股权公司 0 0
2025-03-31 NP PDAVX - PineBridge动态资产配置基金投资者服务股票 386 38.35 64 65.79
2025-07-28 NP QVMM - Invesco S&P MidCap 400 QVM 多因子 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 4,863 4.65 774 -0.26
2025-08-14 13F 加拉格尔信托顾问有限责任公司 3,905 22.72 600 21.26
2025-06-26 NP DXUV-美国维度矢量股票 ETF 623 26.88 91 11.11
2025-07-31 13F 财通国际资产管理有限公司 6 100.00 1
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 161,471 2.67 24,795 1.54
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 51,047 8.26 8,129 3.19
2025-08-29 NP GAGAX - Gabelli 全球上升收入和股息基金 A 类 100 15
2025-08-11 13F 环球保险及服务有限公司 1,310 201
2025-08-12 13F 管家合伙人投资咨询有限公司 341 11.07 52 10.64
2025-08-13 13F M&T银行公司 2,549 15.50 392 14.33
2025-08-13 13F 古根海姆资本有限公司 24,154 5.09 3,709 3.95
2025-08-21 NP VLEOX - 价值线小盘机会基金公司 76,800 62.37 11,793 60.58
2025-07-23 NP CFMSX - 中盘精选基金栏 86,396 9.67 13,758 4.54
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 1,144,893 2.11 175,810 0.99
2025-08-12 13F 保德信金融公司 5,620 53.38 863 51.94
2025-06-25 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 8,071 1.57 1,178 -10.35
2025-08-14 13F 旧金山费城财务管理有限责任公司 96,174 14,768
2025-04-25 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 7,657 2.99 1,279 4.84
2025-07-29 13F 互动财务顾问 4,505 0.02 692 -1.14
2025-07-22 NP GUSA - 高盛 MarketBeta 美国 1000 股票 ETF 1,177 0.17 187 -4.59
2025-06-27 NP EBIT - Harbor AlphaEdge 小型股收益者 ETF 148 10.45 22 -4.55
2025-05-05 13F 林布鲁克资本有限公司 45 18.42 7 20.00
2025-08-29 NP JAFVX - 战略股权配置信托系列资产净值 11,108 2.55 1,706 1.43
2025-08-13 13F 亚利桑那州退休系统 9,891 2.13 1,519 1.00
2025-07-24 13F Jfs 财富顾问有限公司 64 12.28 10 12.50
2025-08-26 NP EQ ADVISORS TRUST - EQ/AB 小型股成长投资组合 IB 类 13,010 4.83 1,998 3.69
2025-06-26 NP ETTOX - E*TRADE 免费总市场指数基金 3 0
2025-08-11 13F CBIZ投资咨询服务有限责任公司 2 0
2025-07-23 13F Triasima 投资组合管理公司 24,176 66.89 3,712 65.05
2025-07-29 13F 私人信托公司 63 12.50 10 12.50
2025-08-26 NP GFSYX - 机构战略另类基金 -210 -0.95
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent 中型股指数投资组合 A 类 8,406 0.88 1,291 -0.23
2025-08-26 NP Profunds - Profunds 中型成长股副总裁 202 9.19 31 10.71
2025-07-28 13F 安联资产管理有限公司 7,534 460.15 1,157 455.77
2025-08-01 13F 德克萨斯州教师退休制度 9,614 9.30 1,476 8.13
2025-08-14 13F Peak6有限责任公司 Put 1,300 200
2025-07-23 NP CFMCX - 中型股基金 15,424 1.20 2,456 -3.53
2025-07-22 13F 梅里特金融集团有限责任公司 1,482 228
2025-08-14 13F Peak6有限责任公司 192 29
2025-08-04 13F 品尼高联合有限公司 2,020 6.32 310 5.08
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 6,809 17.01 994 3.22
2025-07-25 13F CWM有限公司 641 3.22 0
2025-08-12 13F Legal & General 集团有限公司 57,444 2.31 8,821 1.19
2025-08-26 NP IRSIX - Voya Russell™ 小盘股指数投资组合 ADV 级 7,315 1.39 1,123 0.27
2025-08-14 13F 德肖公司 82,666 281.62 12,694 277.46
2025-08-26 NP EQ ADVISORS TRUST - EQ/摩根士丹利小型股成长投资组合 IB 级 449 31.67 69 51.11
2025-08-14 13F Optiver控股有限公司 247 15.42 38 12.12
2025-08-28 NP SPDG - SPDR 投资组合标普行业中性股息 ETF 17 21.43 3 0.00
2025-07-25 NP CZMVX - 多经理价值策略基金机构类 6,489 1,033
2025-08-12 13F 艾根投资管理有限公司 2,717 417
2025-08-14 13F 拉扎德资产管理公司 5,477 0.66 1
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 27,500 4.96 4,223 3.79
2025-07-23 13F 文丘里财富管理有限责任公司 1,701 9.53 261 8.30
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 指数投资组合 A 类 12,916 3.60 1,983 2.48
2025-06-18 NP 全国共同基金 - 全国基本全盘股票投资组合 R6 级 858 11.43 125 -1.57
2025-08-26 NP Profunds - Profunds 小型股副总裁 82 2.50 13 0.00
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 18,212 2.34 2,797 1.19
2025-06-23 NP PJARX - 小盘价值基金 II R-3 48,965 24.26 7,147 9.60
2025-07-14 13F 公园大道证券有限公司 5,096 1
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 787 5.92 121 4.35
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 359,423 2.11 52,461 -9.93
2025-08-14 13F/A 巴克莱银行 81,135 41.83 12 50.00
2025-07-28 NP MSSM - 摩根士丹利 Pathway 中小型股 ETF 1,573 16.52 250 11.11
2025-08-20 NP QLEIX - AQR 多空股票基金 I 类 Short -85,413 -13,116
2025-08-14 13F 联伯恩斯坦有限责任公司 73,476 0.74 11,283 -0.38
2025-07-23 NP CFSLX - 专栏小型股基金 10,106 20.51 1,609 14.93
2025-08-08 13F 哈特兰有限公司 2,370 10.23 364 9.01
2025-08-20 NP QLFIX - AQR LSE 融合基金 I 类 Short -198 -30
2025-08-13 13F 双峰财富顾问有限责任公司 25 4
2025-08-06 13F 福克斯运行管理有限公司 4,677 718
2025-08-08 13F Geode资本管理有限公司 879,139 0.76 135,017 -0.36
2025-08-14 13F 塞伊投资公司 924,437 2.21 141,956 1.08
2025-07-29 NP SSMAX - Siit 中小盘股票基金 - A 类 8,390 9.24 1,336 4.21
2025-08-04 13F 阿拉巴马州退休制度 43,633 0.88 6,700 -0.24
2025-08-26 NP JMEE - 摩根大通市场扩张增强型股票 ETF 20,250 129.23 3,110 126.77
2025-08-12 13F 路石控股有限责任公司 4,705 0.77 722 -0.41
2025-08-14 13F/A 斯科波斯实验室有限公司 923 42.66 142 41.00
2025-08-13 13F 四级咨询服务有限公司 35,117 1.24 5,393 0.11
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master 小盘股指数系列 62,245 2.33 9,558 1.21
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 976 28.25 150 26.27
2025-08-20 NP 全国可变保险信托 - NVIT 小盘指数基金 II 类 6,738 8.22 1,035 7.04
2025-08-14 13F 维登咨询有限责任公司 2,752 12.56 423 11.35
2025-08-15 13F 塔尔研究资本有限责任公司(TRC) 4,539 201.59 697 199.14
2025-07-28 NP AVLV - Avantis 美国大盘价值 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 15,534 56.03 2,474 48.71
2025-08-08 13F 乌龟投资管理有限公司 2 0
2025-07-25 13F 正义投资有限责任公司 3,921 12.96 603 11.90
2025-07-22 13F 湾港财富管理有限责任公司 3 200.00 0
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 2,804 7.47 409 -5.10
2025-08-13 13F 马歇尔·韦斯律师事务所 128,192 205.39 19,685 202.06
2025-08-26 13F/A 路德教会的 Thrivent 金融 8,406 0.88 1 0.00
2025-08-12 13F Jw 科尔顾问公司 1,429 4.77 219 3.79
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 2,755 65.66 423 63.32
2025-08-05 13F 纽约梅隆银行 307,726 0.14 47,254 -0.96
2025-08-12 13F 摩根大通公司 181,659 5.62 27,896 4.46
2025-07-17 13F HB 财富管理有限责任公司 1,446 222
2025-07-22 13F HFM投资顾问有限责任公司 3 50.00 0
2025-06-26 NP DFUS - 维度美国股票 ETF 9,719 26.14 1,419 11.30
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 52,823 5.83 8,412 0.88
2025-08-11 13F 罗斯柴尔德投资有限公司 73 32.73 11 37.50
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 3,921 5.40 572 -6.99
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 193,179 0.08 30,762 -4.60
2025-08-22 NP CVLC - Calvert 美国大盘核心责任指数 ETF 468 8.58 72 7.58
2025-08-26 NP IJH - iShares 核心标普中盘 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 1,162,747 0.34 178,551 -0.76
2025-08-13 13F 百达资产管理控股公司 5,303 4.76 814 3.69
2025-05-28 NP SMLV - SPDR SSGA 美国小盘低波动指数 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,311 28.67 359 28.78
2025-07-18 13F 信托金融公司 2,647 1.34 406 0.25
Other Listings
DE:GAX €142.00
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista