机构和基金投资人持股 - 买家
在霍金斯公司中开设新头寸的主要持有者包括 国会资产管理公司/马, 洛德雅培有限公司, 资本世界投资者, SMCWX - 小盘世界基金公司 A 类, 国会财富管理有限责任公司/德国/, 奥利弗卢克斯资产有限责任公司, SCUVX - 哈特福德施罗德美国小型股机会基金 A 级, 多元化财富管理有限责任公司, 联盟财富顾问有限责任公司/UT, 柏图斯信托公司 (LTA), 熵技术有限公司, 银色资本管理有限公司, 指数基金顾问公司, MXMTX - Great-West 小盘成长基金投资者类别, 多元化咨询服务有限公司, 诺登集团有限公司, OWTEX - 老韦斯特伯里全股票基金, 简街集团有限责任公司, Jw 科尔顾问公司, 和 波特赛德财富集团有限责任公司 .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 1,697 | 241 | ||||||
| 2025-07-18 | 13F | 联合规划公司 | 7,050 | 9.90 | 1,002 | 47.42 | ||||
| 2025-08-22 | NP | KVALX - 肯尼迪资本小型股价值基金机构类别股票 | 2,611 | 32.27 | 371 | 77.51 | ||||
| 2025-08-26 | NP | QUANTITATIVE MASTER SERIES LLC - Master 小盘股指数系列 | 33,839 | 2.46 | 4,809 | 37.45 | ||||
| 2025-08-13 | 13F | 阿蒙迪 | 5,223 | 131.21 | 787 | 223.46 | ||||
| 2025-08-12 | 13F | 路石控股有限责任公司 | 12,391 | 105.12 | 1,761 | 175.43 | ||||
| 2025-08-01 | 13F | 贝西默集团公司 | 134,116 | 42.18 | 19 | 111.11 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 51 | 70.00 | 7 | 133.33 | ||||
| 2025-07-28 | NP | VCSLX - 小盘股指数基金 | 8,222 | 11.30 | 1,098 | 41.55 | ||||
| 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 | 4,030 | 1.38 | 573 | 35.87 | ||||
| 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 | 1,831 | 12.95 | 260 | 52.05 | ||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 54,057 | 0.54 | 7,682 | 34.87 | ||||
| 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 | 8,692 | 2.99 | 1,059 | 17.29 | ||||
| 2025-08-14 | 13F | 金融网络财富顾问有限责任公司 | 9 | 1 | ||||||
| 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 | 27,467 | 10.15 | 3,667 | 40.08 | ||||
| 2025-08-26 | NP | JMEE - 摩根大通市场扩张增强型股票 ETF | 9,599 | 3.54 | 1,364 | 39.04 | ||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 2,073 | 605.10 | 295 | 848.39 | ||||
| 2025-08-14 | 13F | Xponance公司 | 1,504 | 214 | ||||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 352 | 5.07 | 50 | 42.86 | ||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 29 | 3.57 | 4 | 100.00 | ||||
| 2025-06-23 | NP | PJARX - 小盘价值基金 II R-3 | 55,840 | 45.04 | 6,800 | 65.21 | ||||
| 2025-08-15 | NP | PENNX - 罗伊斯宾夕法尼亚共同基金投资类别 | 13,326 | 0.76 | 1,894 | 35.21 | ||||
| 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 | 2,642 | 30.73 | 280 | 12.96 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 79 | 15 | ||||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 606,242 | 2.08 | 86,147 | 36.95 | ||||
| 2025-08-15 | NP | 罗伊斯价值信托公司 | 105,385 | 3.91 | 14,975 | 39.41 | ||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 1,759 | 250 | ||||||
| 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 | 213,121 | 0.57 | 30,284 | 34.93 | ||||
| 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 | 1,006 | 8.52 | 143 | 44.90 | ||||
| 2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 334 | 45 | ||||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 5,384 | 2.42 | 765 | 37.59 | ||||
| 2025-08-04 | 13F | 汉兹金融服务公司 | 15 | 1,400.00 | 0 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/2000 管理波动性投资组合 IB 级 | 22,731 | 1.91 | 3,230 | 36.75 | ||||
| 2025-07-25 | NP | WSML - iShares MSCI 全球小型股 ETF | 1,274 | 170 | ||||||
| 2025-08-27 | NP | RYRUX - Russell 2000 2x 策略基金 A 级股票 | 100 | 3.09 | 14 | 40.00 | ||||
| 2025-07-15 | 13F | 科普家族办公室有限责任公司 | 28,658 | 92.45 | 4,072 | 158.21 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 7,598 | 135.16 | 1,080 | 215.50 | ||||
| 2025-08-22 | NP | DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 小盘股指数 VIP A 级 | 2,993 | 2.05 | 425 | 37.10 | ||||
| 2025-06-26 | NP | SMMV - iShares Edge MSCI Min Vol USA Small-Cap ETF | 2,718 | 3.42 | 331 | 17.86 | ||||
| 2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 72,396 | 28.21 | 10 | 66.67 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 5,246 | 22.00 | 639 | 39.00 | ||||
| 2025-07-14 | 13F | 凯特琳约翰有限责任公司 | 6,679 | 50.97 | 949 | 102.78 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 161 | 906.25 | 23 | 2,200.00 | ||||
| 2025-07-29 | NP | VRTIX - Vanguard Russell 2000 指数基金机构股票 | 97,049 | 9.47 | 12,955 | 39.20 | ||||
| 2025-08-06 | 13F | DDFG 公司 | 2,548 | 0.12 | 362 | 34.57 | ||||
| 2025-06-24 | NP | BBSC - 摩根大通 BetaBuilders 美国小盘股 ETF | 6,998 | 11.50 | 852 | 27.16 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 小盘股票投资组合 I 类 | 17,074 | 0.59 | 2,426 | 35.00 | ||||
| 2025-08-29 | NP | NEFJX - Vaughan Nelson 小盘价值基金 A 类 | 153,072 | 32.87 | 21,752 | 78.26 | ||||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 1,622 | 0 | ||||||
| 2025-07-25 | 13F | 海明顿财富管理 | 3 | 50.00 | 0 | |||||
| 2025-08-13 | 13F | 亚利桑那州退休系统 | 5,790 | 1.78 | 823 | 36.54 | ||||
| 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 | 418 | 3.21 | 59 | 40.48 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 小型股指数投资组合 1 级 | 2,199 | 2.61 | 268 | 16.59 | ||||
| 2025-08-13 | 13F | 宽博科技有限公司 | 15,310 | 2,724.72 | 2,176 | 3,715.79 | ||||
| 2025-07-29 | 13F | 赫斯律师事务所 | 1,710 | 18.75 | 243 | 59.21 | ||||
| 2025-08-27 | NP | TSME - Thrivent 中小盘 ESG ETF | 43,934 | 57.29 | 6,243 | 111.05 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Russell 中小型股指数基金投资者 A | 2,603 | 3.38 | 317 | 17.47 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | 7,550 | 115.22 | 1,073 | 188.95 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 3 | 0 | ||||||
| 2025-03-21 | NP | PASIX - PACE 另类策略投资 A 类 | 79 | 61.22 | 8 | 60.00 | ||||
| 2025-07-23 | NP | CFSSX-专栏小盘精选基金 | 28,410 | 52.33 | 3,792 | 93.67 | ||||
| 2025-08-06 | 13F | 基石投资伙伴有限责任公司 | 2,409 | 0.04 | 342 | 34.12 | ||||
| 2025-08-28 | NP | CPAEX - Counterpoint Tactical Equity Fund A 类股票 | 2,874 | 408 | ||||||
| 2025-08-26 | NP | PEXMX - T. Rowe Price 扩展股票市场指数基金 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 | 2,613 | 36.59 | 371 | 83.66 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 6 | 1 | ||||||
| 2025-08-11 | 13F | 国家金融集团公司，/ia/ /adv | 31,386 | 1.11 | 4,460 | 35.66 | ||||
| 2025-08-26 | NP | IRSIX - Voya Russell™ 小盘股指数投资组合 ADV 级 | 4,006 | 1.09 | 569 | 35.80 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 13,771 | 50.67 | 1,957 | 102.07 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 4,860 | 6.63 | 691 | 43.15 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 小盘股指数投资组合 I 类 | 5,215 | 6.39 | 741 | 42.77 | ||||
| 2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 908 | 56.55 | 129 | 111.48 | ||||
| 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 | 14,636 | 3.54 | 2,080 | 38.88 | ||||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 32,329 | 4,594 | ||||||
| 2025-08-27 | NP | RYDEX 可变信托 - 基本材料可变年金 | 123 | 5.13 | 17 | 41.67 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 659 | 24.11 | 94 | 66.07 | ||||
| 2025-08-14 | 13F | 多元化财富管理有限责任公司 | 6,606 | 1,220 | ||||||
| 2025-08-01 | 13F | 丽城贸易有限责任公司 | Call | 700 | 99 | |||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 448 | 7.95 | 64 | 46.51 | ||||
| 2025-08-01 | 13F | 丽城贸易有限责任公司 | Put | 1,300 | 185 | |||||
| 2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 20,784 | 2.46 | 2,953 | 37.48 | ||||
| 2025-07-25 | 13F | 优素福资本管理有限公司 | 7,085 | 0.23 | 1,007 | 34.49 | ||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 2,199 | 5.72 | 312 | 41.82 | ||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 32 | 60.00 | 5 | 100.00 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 42,719 | 35.86 | 6 | 100.00 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 478,348 | 1.08 | 67,981 | 35.59 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 2,000 | 284 | |||||
| 2025-06-26 | NP | ISCG - iShares Morningstar 小盘成长 ETF | 5,558 | 5.91 | 677 | 20.50 | ||||
| 2025-08-14 | 13F | 工程师 门经理 LP | 3,100 | 441 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/摩根士丹利小型股成长投资组合 IB 级 | 3,164 | 6.71 | 450 | 42.99 | ||||
| 2025-08-26 | NP | Profunds - Profund 小盘成长股副总裁 | 434 | 1.64 | 62 | 35.56 | ||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 600 指数股票投资组合 | 6,703 | 1.98 | 952 | 36.78 | ||||
| 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 | 13,144 | 87.08 | 1,601 | 113.05 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 342 | 46 | ||||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 22,777 | 2,774 | ||||||
| 2025-06-30 | NP | SMDX - Intech 标准普尔小型中型多元化阿尔法 ETF | 685 | 83 | ||||||
| 2025-08-14 | 13F | 加州教师退休制度 | 18,328 | 1.24 | 2,604 | 35.84 | ||||
| 2025-08-14 | 13F | 柏图斯信托公司 (LTA) | 3,734 | 531 | ||||||
| 2025-08-14 | 13F | 雅各布斯利维股权管理公司 | 17,691 | 2,514 | ||||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 2,540 | 361 | ||||||
| 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 | 47,985 | 2.86 | 5,844 | 17.16 | ||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 24,765 | 2.90 | 3,519 | 38.05 | ||||
| 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 | 1,745 | 24.73 | 213 | 42.28 | ||||
| 2025-08-05 | 13F | 纽约梅隆银行 | 148,173 | 0.38 | 21,055 | 34.67 | ||||
| 2025-08-13 | 13F | 吉布斯财富管理 | 1,447 | 206 | ||||||
| 2025-08-27 | NP | JNL 系列信托 - JNL 多管理人小型股成长基金 (A) | 27,918 | 46.10 | 3,967 | 96.00 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 75,187 | 42.46 | 10,684 | 91.13 | ||||
| 2025-08-12 | 13F | 峰会全球投资 | 1,626 | 0 | ||||||
| 2025-08-12 | 13F | 熵技术有限公司 | 3,235 | 460 | ||||||
| 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 | 13,203 | 9.13 | 1,876 | 46.45 | ||||
| 2025-08-26 | NP | Profunds - Profunds 小型股副总裁 | 45 | 2.27 | 6 | 50.00 | ||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 60,726 | 41.00 | 8,629 | 89.19 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 96,881 | 0.28 | 13,750 | 35.33 | ||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 6,863 | 13.19 | 1 | |||||
| 2025-08-04 | 13F | 资产标记公司 | 1 | 0 | ||||||
| 2025-08-28 | NP | VYSVX - Vericimetry 美国小型股价值基金 | 980 | 28.95 | 139 | 73.75 | ||||
| 2025-08-29 | NP | JAEWX - 小盘股指数信托资产净值 | 3,735 | 0.11 | 531 | 34.18 | ||||
| 2025-08-12 | 13F | MAI资本管理 | 9 | 1 | ||||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 小盘指数基金 II 类 | 3,675 | 6.99 | 522 | 43.80 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 94 | 623.08 | 13 | 1,200.00 | ||||
| 2025-08-08 | 13F | 十字马克全球控股公司 | 1,679 | 239 | ||||||
| 2025-06-25 | NP | 富国银行主信托 - 富国银行小型公司价值投资组合小型公司价值投资组合 | 40,703 | 31.37 | 4,957 | 49.64 | ||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 987 | 0.61 | 140 | 35.92 | ||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 1,210 | 10.00 | 162 | 40.00 | ||||
| 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 | 195,469 | 2.37 | 23,804 | 16.61 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 47 | 135.00 | 7 | 200.00 | ||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 1,506 | 214 | ||||||
| 2025-08-05 | 13F | 蒙特利尔银行/can/ | 12,858 | 72.50 | 1,827 | 131.56 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 163 | 10.14 | 23 | 53.33 | ||||
| 2025-08-13 | 13F | 布朗咨询公司 | 1,586 | 225 | ||||||
| 2025-08-13 | 13F | SageView 咨询集团有限责任公司 | 3,313 | 1.35 | 533 | 53.76 | ||||
| 2025-08-26 | NP | VVICX - Voya VACS 指数系列 SC 投资组合 | 1,378 | 6.49 | 196 | 42.34 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 15,286 | 296.83 | 2,172 | 432.35 | ||||
| 2025-06-26 | NP | SMLF - iShares Edge MSCI 多因子美国小型股 ETF | 8,422 | 9.88 | 1,026 | 25.15 | ||||
| 2025-08-11 | 13F | 罗伊斯联合有限责任公司 | 118,876 | 3.54 | 16,892 | 38.91 | ||||
| 2025-08-22 | NP | FESM - 富达增强型小型股 ETF | 23,995 | 4.90 | 3,410 | 40.75 | ||||
| 2025-07-24 | 13F | IFP 顾问公司 | 0 | 3 | ||||||
| 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 | 11,818 | 1.61 | 1,679 | 36.39 | ||||
| 2025-08-14 | 13F | 汉考克·惠特尼公司 | 3,485 | 495 | ||||||
| 2025-07-14 | 13F | 奥利弗卢克斯资产有限责任公司 | 14,695 | 2,088 | ||||||
| 2025-08-11 | 13F | 科维斯特有限公司 | 309 | 10.36 | 0 | |||||
| 2025-08-27 | NP | RYRRX - 罗素 2000 基金 A 类 | 46 | 2.22 | 7 | 50.00 | ||||
| 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 | 40,447 | 1.76 | 5,399 | 29.38 | ||||
| 2025-08-13 | 13F | 景顺有限公司 | 282,349 | 50.31 | 40,122 | 101.65 | ||||
| 2025-08-29 | NP | QSML - WisdomTree 美国小型股优质增长基金 | 232 | 24.06 | 33 | 39.13 | ||||
| 2025-07-30 | 13F | 道德公司 | 1,424 | 205 | ||||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理小型股投资组合 1 级 | 3,912 | 255.31 | 556 | 378.45 | ||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 59,132 | 3.40 | 8 | 33.33 | ||||
| 2025-08-14 | 13F | 联盟财富顾问有限责任公司/UT | 5,150 | 732 | ||||||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - 可变投资组合 - 合作伙伴小型股成长基金 1 级 | 22,254 | 783.10 | 3,162 | 1,088.72 | ||||
| 2025-08-13 | 13F | 古根海姆资本有限公司 | 1,554 | 221 | ||||||
| 2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 1,771 | 252 | ||||||
| 2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 2,482 | 353 | ||||||
| 2025-07-11 | 13F | 附件咨询服务有限责任公司 | 25,341 | 4.23 | 3,601 | 39.84 | ||||
| 2025-08-26 | NP | EHLS - 均势多空 ETF | 4,831 | 86.24 | 686 | 150.36 | ||||
| 2025-07-16 | 13F | 国会资产管理公司/马 | 119,324 | 16,956 | ||||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 20,900 | 2.51 | 2,970 | 37.52 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 520 | 25.30 | 74 | 69.77 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 13,618 | 0.92 | 1,935 | 35.41 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P SmallCap 600 纯增长基金可变年金 | 535 | 27.99 | 76 | 72.73 | ||||
| 2025-05-30 | NP | SIFAX - SIMT 多资产通胀管理基金 F 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | 沃恩·尼尔森投资管理有限公司 | 473,752 | 35.08 | 67,320 | 181,845.95 | ||||
| 2025-08-14 | 13F | 联信银行 | 6,806 | 3.29 | 967 | 38.74 | ||||
| 2025-07-29 | 13F | 价值观第一顾问公司 | 12,037 | 0.36 | 1,710 | 34.65 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 3,160 | 449 | ||||||
| 2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 51,792 | 13.58 | 7,467 | 51.07 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者美国小型股管理式 ETF | 96 | 60.00 | 12 | 83.33 | ||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 2,376 | 0 | ||||||
| 2025-07-29 | 13F | 私人财富管理集团有限责任公司 | 8 | 1 | ||||||
| 2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 10,153 | 6.44 | 1,443 | 42.77 | ||||
| 2025-06-27 | NP | PYZ - Invesco DWA 基础材料动量 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,443 | 30.28 | 906 | 48.52 | ||||
| 2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP Eagle 小型股成长投资组合初始类别 | 26,393 | 29.47 | 3,750 | 73.69 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 642 | 141.35 | 91 | 225.00 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 4,366 | 6.05 | 620 | 42.20 | ||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 21,017 | 0.36 | 2,987 | 34.63 | ||||
| 2025-07-10 | 13F | 长板资产管理有限公司 | 1,726 | 245 | ||||||
| 2025-08-28 | NP | TPSC - Timothy Plan 美国小盘股核心 ETF | 2,852 | 9.23 | 405 | 46.74 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 6,264 | 4.64 | 890 | 40.38 | ||||
| 2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 2,892 | 4.82 | 411 | 40.41 | ||||
| 2025-05-29 | NP | SEASONS 系列信托 - SA 多管理适度增长投资组合 1 级 | 118 | 2.61 | 12 | -14.29 | ||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 1,756 | 0 | ||||||
| 2025-07-16 | 13F | 阿拉斯加州税务部 | 11,270 | 6.79 | 2 | 0.00 | ||||
| 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 | 5,697 | 2.83 | 694 | 17.06 | ||||
| 2025-08-13 | 13F | 资本世界投资者 | 49,476 | 7,031 | ||||||
| 2025-07-29 | NP | GCAVX - GMO 美国小型价值基金 VI 级 | 241 | 82.58 | 32 | 88.24 | ||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 84,691 | 0.58 | 12,035 | 150,325.00 | ||||
| 2025-07-25 | 13F | 指数基金顾问公司 | 2,819 | 401 | ||||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-07-24 | NP | ESML - iShares ESG MSCI 美国小型股 ETF | 10,434 | 0.65 | 1,393 | 27.94 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 1,671 | 81.63 | 203 | 107.14 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 211 | 30 | ||||||
| 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 | ||||||
| 2025-06-26 | NP | OWTEX - 老韦斯特伯里全股票基金 | 2,193 | 267 | ||||||
| 2025-05-22 | NP | ROSC - 哈特福德多因素小盘股 ETF | 425 | 3.41 | 45 | -10.00 | ||||
| 2025-08-29 | NP | DES - WisdomTree 美国小型股股息基金 不适用 | 22,131 | 3.44 | 3,145 | 38.75 | ||||
| 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 | 35,182 | 1.00 | 4,696 | 28.41 | ||||
| 2025-06-27 | NP | OTTRX - Otter Creek 多/空机会基金机构类别 | Short | -28,300 | 46.63 | -3,446 | 67.04 | |||
| 2025-08-27 | NP | RYBIX - 基础材料基金投资者类别 | 516 | 13.91 | 73 | 55.32 | ||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 1,913 | 252.95 | 272 | 375.44 | ||||
| 2025-07-29 | 13F | 摩根登普西资本管理有限公司 | 1,949 | 41.85 | 277 | 89.04 | ||||
| 2025-07-14 | 13F | Counterpoint 共同基金有限责任公司 | 2,874 | 408 | ||||||
| 2025-06-26 | NP | SCUVX - 哈特福德施罗德美国小型股机会基金 A 级 | 12,608 | 1,535 | ||||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 83,180 | 43.28 | 12 | 83.33 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 79 | 1.28 | 10 | 12.50 | ||||
| 2025-08-14 | 13F | 洛德雅培有限公司 | 53,787 | 8 | ||||||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 59 | 11.32 | 8 | 60.00 | ||||
| 2025-08-27 | NP | BBGSX - Bridge Builder 中小型股成长基金 | 4,056 | 6.91 | 576 | 43.64 | ||||
| 2025-08-21 | NP | MXMTX - Great-West 小盘成长基金投资者类别 | 2,672 | 380 | ||||||
| 2025-06-25 | NP | ISCB - iShares 晨星小型股 ETF | 983 | 5.93 | 120 | 20.20 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 2,335 | 332 | ||||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 4,900 | 145.00 | 696 | 229.86 | |||
| 2025-06-27 | NP | OSCV - Opus 小盘价值 ETF | 86,221 | 12.82 | 10,500 | 28.51 | ||||
| 2025-08-15 | 13F | 摩根士丹利 | 243,159 | 7.52 | 34,553 | 44.25 | ||||
| 2025-07-23 | NP | CFSLX - 专栏小型股基金 | 8,768 | 33.50 | 1,170 | 69.81 | ||||
| 2025-07-25 | NP | AFSM - First Trust Active Factor 小盘股 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,878 | 0.70 | 251 | 28.21 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | 28 | 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 | 103,791 | 0.56 | 13,855 | 27.87 | ||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 2 | 0 | ||||||
| 2025-07-28 | NP | MSSM - 摩根士丹利 Pathway 中小型股 ETF | 855 | 16.96 | 114 | 50.00 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 17,815 | 2,532 | ||||||
| 2025-08-12 | 13F | 保德信金融公司 | 19,865 | 6.27 | 2,478 | 7.37 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 4,300 | 4.88 | 611 | 40.78 | ||||
| 2025-08-14 | 13F | 塞伊投资公司 | 9,352 | 88.36 | 1,329 | 152.95 | ||||
| 2025-07-14 | 13F | 银色资本管理有限公司 | 3,065 | 436 | ||||||
| 2025-08-14 | 13F | 阿尔格特全球有限公司 | 5,390 | 1 | ||||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | 1,646 | 234 | ||||||
| 2025-08-12 | 13F | 恒线顾问公司 | 53,357 | 4.30 | 7,582 | 39.94 | ||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 2,254 | 416 | ||||||
| 2025-06-26 | NP | CRSSX - 天主教责任投资小盘基金机构股 | 8,312 | 0.35 | 1,012 | 14.35 | ||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 24,923 | 3,542 | ||||||
| 2025-08-13 | 13F | 正交资本有限公司 | 2,728 | 388 | ||||||
| 2025-05-29 | NP | THBVX - 胜利泰铢美国小机会基金 A | 1,760 | 16.56 | 186 | 0.54 | ||||
| 2025-04-28 | NP | BFOR - 巴伦 400 ETF | 3,087 | 1.21 | 324 | -20.98 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 1,463,179 | 0.43 | 207,918 | 34.74 | ||||
| 2025-08-18 | 13F/A | Kestra 投资管理有限责任公司 | 137 | 31.73 | 19 | 72.73 | ||||
| 2025-08-12 | 13F | 传统财富管理有限责任公司 | 1,515 | 215 | ||||||
| 2025-06-27 | NP | AVFIX - 美国灯塔小型价值基金机构类别 | 111,543 | 8,006.32 | 13,584 | 26,533.33 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 4,279 | 24.64 | 521 | 41.96 | ||||
| 2025-07-28 | 13F | 布里奇斯投资管理公司 | 10,718 | 15.38 | 1,523 | 54.93 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 14,912 | 20.26 | 2,119 | 61.39 | ||||
| 2025-08-12 | 13F | 西格尔·布莱恩特和哈米尔有限公司 | 112,431 | 76.14 | 15,976 | 136.33 | ||||
| 2025-08-08 | 13F | 创意策划 | 5,599 | 8.85 | 796 | 46.14 | ||||
| 2025-06-27 | NP | RSSL - Global X Russell 2000 ETF | 11,750 | 6.65 | 1,431 | 21.50 | ||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 16,575 | 2,355 | ||||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 454 | 18.23 | 55 | 34.15 | ||||
| 2025-07-28 | NP | HDG - ProShares 对冲复制 ETF | 25 | 8.70 | 3 | 50.00 | ||||
| 2025-08-06 | 13F | 联邦股权服务有限公司 | 26,107 | 354.83 | 4 | |||||
| 2025-08-14 | 13F | 富国银行/百万 | 11,976 | 5.85 | 1,702 | 41.99 | ||||
| 2025-06-20 | NP | JSML - Janus Henderson 小型股成长阿尔法 ETF | 21,617 | 4.29 | 2,633 | 18.77 | ||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 3,019 | 3.96 | 429 | 39.74 | ||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 4 | 1 | ||||||
| 2025-06-24 | NP | JPSE - 摩根大通多元化回报美国小盘股 ETF | 11,757 | 40.42 | 1,432 | 59.89 | ||||
| 2025-08-26 | NP | NSIDX - 北方小盘股指数基金 | 9,023 | 2.36 | 1,282 | 37.41 | ||||
| 2025-08-13 | 13F | 施罗德投资管理集团 | 149,397 | 130.74 | 21,229 | 208.92 | ||||
| 2025-07-29 | NP | ISMD - Inspire 中小型影响力 ETF | 3,343 | 8.05 | 446 | 37.65 | ||||
| 2025-08-14 | 13F | 迈尔斯电力公司 | 13,420 | 0.75 | 1,907 | 35.18 | ||||
| 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 | 3,697 | 17.07 | 450 | 33.53 | ||||
| 2025-08-12 | 13F | 公共部门养老金投资委员会 | 64,552 | 6.88 | 9,173 | 43.38 | ||||
| 2025-06-25 | NP | QIDX - Indexperts 优质盈利 ETF | 1,109 | 165.31 | 135 | 206.82 | ||||
| 2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 11,651 | 0.18 | 1,656 | 34.44 | ||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 5,208 | 38.92 | 740 | 86.40 | ||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 1,462 | 208 | ||||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 271 | 2.26 | 38 | 35.71 | ||||
| 2025-04-24 | NP | OASC-OneAscent 小型股核心 ETF | 639 | 12.11 | 67 | -11.84 | ||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 1 | 0 | ||||||
| 2025-08-27 | NP | 俄亥俄州国家基金公司 - ON Janus Henderson 风险投资组合 | 767 | 187.27 | 109 | 285.71 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 110 | 27.91 | 0 | |||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 1,693 | 241 | ||||||
| 2025-08-26 | NP | FLQS - 富兰克林 LibertyQ 美国小盘股 ETF | 1,196 | 10.95 | 170 | 48.25 | ||||
| 2025-07-28 | NP | 景顺交易所交易基金信托 II - 景顺标准普尔小型股 600 GARP ETF | 176 | 0.57 | 23 | 27.78 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 91,195 | 9.75 | 12,959 | 47.23 | ||||
| 2025-08-25 | NP | SMCWX - 小盘世界基金公司 A 类 | 49,476 | 7,031 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT 微型资本投资组合 IB 级 | 5,818 | 55.15 | 827 | 142.23 | ||||
| 2025-08-26 | NP | WTSGX - Segall Bryant & Hamill 小盘成长基金 - 零售类 | 31,227 | 47.43 | 4,437 | 97.82 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 7 | 1 | ||||||
| 2025-08-05 | 13F | 蒙塔纳罗资产管理有限公司 | 59,100 | 294.00 | 8,398 | 428.84 | ||||
| 2025-07-15 | 13F | 诺登集团有限公司 | 2,222 | 316 | ||||||
| 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 | 16,703 | 5.20 | 2,034 | 19.86 | ||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 215 | 0 | ||||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 20,683 | 2,939 |
