INDB / Independent Bank Corp. - 机构投资人持股 - 买家

独立银行公司
US ˙ NasdaqGS ˙ US4538361084

机构和基金投资人持股 - 买家

在独立银行公司中开设新头寸的主要持有者包括 莱因哈特合伙公司, RPMAX - Reinhart Genesis PMV 基金投资者类别, SUNAMERICA 系列信托 - SA AB 中小型价值投资组合 2 级, VSEQX - 先锋战略股票基金投资者股份, Glenmede投资管理有限公司, SDVD - FT Vest SMID 股息上涨目标收入 ETF, 量化资本有限公司, 第四石有限责任公司, Gamco Investors, Inc. 等, 维登咨询有限责任公司, 匡蒂诺资本管理有限公司, ISAM 基金(英国)有限公司, WSML - iShares MSCI 全球小型股 ETF, SMDX - Intech 标准普尔小型中型多元化阿尔法 ETF, LRI 投资有限责任公司, RUSC - 美国小型股主动型股票ETF, 战略财富伙伴有限公司, 哈特兰有限公司, 财通国际资产管理有限公司, 和 港口资产规划有限公司 .

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
(%)
2025-08-27 NP Brighthouse Funds Trust I - 摩根大通小盘价值投资组合 A 类 12,437 0.74 782 1.16
2025-08-29 NP JAFVX - 战略股权配置信托系列资产净值 6,179 3.55 389 4.02
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT 小盘价值投资组合 IB 级 6,880 9.12 433 9.37
2025-08-29 NP DES - WisdomTree 美国小型股股息基金 不适用 85,606 1.47 5,383 1.85
2025-08-27 NP Jnl 系列信托 - Jnl 多管理人小盘价值基金 (a) 72,000 240.99 4,528 187.25
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 管理波动性投资组合 IB 级 49,423 0.32 3,108 0.68
2025-07-31 13F 财通国际资产管理有限公司 207 13
2025-08-20 NP FTMAX - Vivaldi 多策略基金 A 类股 Short -8,402 -528
2025-08-13 13F 琼斯金融公司有限责任公司 3 0
2025-08-08 13F 哈特兰有限公司 270 17
2025-08-19 NP GARTX - 高盛绝对回报跟踪基金 A 类 1,057 61.13 66 60.98
2025-06-23 NP PJARX - 小盘价值基金 II R-3 28,907 1.40 1,708 -10.76
2025-08-14 13F 雷蒙德詹姆斯金融公司 34,324 31.36 2,158 31.91
2025-05-15 13F 德克萨斯州永久学校基金 41,790 2,469
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 60,193 6.80 3,702 -4.22
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 355,639 12.28 22,364 12.70
2025-08-12 13F SRS 资本顾问公司 216 1,442.86 14
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 105,823 3.11 6,253 -9.27
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 149 186.54 9 200.00
2025-06-18 NP REBYX - 美国小盘Y类股票基金 30,767 11.47 1,818 -1.89
2025-08-14 13F 第四石有限责任公司 10,000 629
2025-08-20 NP VARAX - Vivaldi 合并套利基金 A 类股票 Short -44,276 -2,784
2025-08-26 NP SAOOX - 叠加 A 投资组合 1 级 1,520 68.89 96 69.64
2025-07-28 NP AVSBX - Avantis 美国小型股股票基金 G 类 5,288 41.81 325 27.45
2025-06-24 NP 创新者 ETF 信托 - 创新者美国小型股管理式 ETF 400 60.00 24 43.75
2025-08-28 NP SPDG - SPDR 投资组合标普行业中性股息 ETF 46 21.05 3 0.00
2025-08-14 13F 魁北克加丁储蓄银行联合会 22,401 88.88 1,409 89.50
2025-07-31 13F 奥本海默资产管理公司 3,661 230
2025-08-14 13F 布雷文·霍华德资本管理有限责任公司 4,629 291
2025-06-26 NP DFAU - 维度美国核心股票市场 ETF 7,382 8.81 436 -4.18
2025-07-25 13F LRI 投资有限责任公司 938 59
2025-08-12 13F 公共部门养老金投资委员会 145,280 7.83 9,136 8.22
2025-08-13 13F 亚利桑那州退休系统 12,416 2.07 781 2.36
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 84,789 6.45 5,215 -4.52
2025-08-06 13F 里亚托财富管理有限责任公司 2 0
2025-08-13 13F Edgestream 合伙人有限合伙人 15,045 946
2025-07-18 13F SOA 财富顾问有限责任公司。 124 1.64 8 0.00
2025-06-26 NP DFUS - 维度美国股票 ETF 10,918 15.04 645 1.26
2025-08-11 13F 花旗集团 84,497 0.19 5,314 0.57
2025-08-13 13F 百达资产管理控股公司 6,860 10.38 431 10.80
2025-07-10 13F 罗克兰信托公司 731,272 21.08 43,268 14.36
2025-08-11 13F 罗斯柴尔德投资有限公司 115 35.29 7 40.00
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 213,022 9.51 13,101 -1.77
2025-07-16 13F 圣日耳曼 DJ 公司 2,223 358.35 140 363.33
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 2,243 5.90 141 6.82
2025-08-25 NP MML 系列投资基金 - MML 中小盘价值基金初始类别 18,050 61.74 1,135 62.37
2025-07-22 13F 湾港财富管理有限责任公司 2 100.00 0
2025-08-26 NP Profunds - Profunds 小型股副总裁 98 2.08 6 0.00
2025-07-25 13F 芝加哥期权交易所背心金融有限责任公司 33,621 164.92 2,114 165.91
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master 小盘股指数系列 74,119 3.54 4,661 3.93
2025-08-11 13F 先锋集团公司 5,174,731 0.78 325,413 1.15
2025-08-14 13F 霍奇基斯和威利资本管理有限公司 162,520 5.90 10,220 6.30
2025-08-18 NP PACIFIC SELECT FUND - PD 小盘价值指数投资组合 P 级 5,705 61.66 359 61.99
2025-08-18 NP 太平洋精选基金 - 小盘股指数投资组合 I 类 11,161 3.71 702 4.01
2025-07-29 13F 私人信托公司 619 296.79 39 322.22
2025-08-12 13F 路石控股有限责任公司 38,761 87.71 2,442 88.06
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 19,378 2.51 1,145 -9.77
2025-08-07 13F 康纳克拉克伦投资管理有限公司 5,736 361
2025-07-28 NP SMDV - ProShares Russell 2000 Dividend Growers ETF 110,390 3.22 6,789 -7.42
2025-08-27 13F/A Squarepoint Ops LLC 23,636 1,486
2025-08-14 13F 普莱斯 T Rowe Associates Inc /md/ 36,440 9.81 2 0.00
2025-08-13 13F 加州公务员退休制度 65,838 5.83 4,140 6.24
2025-07-09 13F 港湾资本顾问公司 45,310 17,128.14 3
2025-08-27 NP RYDEX 可变信托 - 银行基金可变年金 584 79.14 37 80.00
2025-06-26 NP DFSV - 维度美国小盘价值 ETF 169,654 10.56 10,025 -2.73
2025-06-27 NP SUNAMERICA 系列信托 - SA AB 中小型价值投资组合 2 级 56,326 3,328
2025-08-04 13F 汉兹金融服务公司 83 730.00 0
2025-07-29 13F 港口资产规划有限公司 161 10
2025-08-14 13F/A 斯科波斯实验室有限公司 120 87.50 8 75.00
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 430,995 2.70 25,467 -9.64
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 22,831 7.05 1,404 -3.97
2025-06-26 NP Dfa Investment Dimensions Group Inc - Va US 目标价值投资组合 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 14,874 16.44 879 2.45
2025-08-12 13F 管家合伙人投资咨询有限公司 373 0.81 23 0.00
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 7,920 67.12 498 66.56
2025-08-14 13F 千禧管理有限公司 167,436 983.24 10,529 987.71
2025-08-27 NP RYDEX 可变信托 - Russell 2000(R) 1.5x 策略基金可变年金 12 9.09 1
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 986 8.35 62 8.77
2025-07-25 NP RPMAX - Reinhart Genesis PMV 基金投资者类别 72,000 4,428
2025-05-29 NP SEASONS 系列信托 - SA 多管理适度增长投资组合 1 级 154 3.36 10 0.00
2025-08-14 13F 麦格理集团有限公司 1,084,173 9.94 68,178 10.35
2025-08-07 13F 苏黎世州银行 (Zurcher Kantonalbank) 11,358 9.64 714 10.19
2025-06-27 NP EBIT - Harbor AlphaEdge 小型股收益者 ETF 265 1.15 16 -11.76
2025-07-22 13F HFM投资顾问有限责任公司 3 200.00 0
2025-07-15 13F 毅力家族办公室有限责任公司 39 2
2025-08-13 13F 跳跃金融有限责任公司 8,307 522
2025-08-12 13F 恒线顾问公司 136,455 1.05 8,581 1.43
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 1,372,937 0.87 86,337 1.25
2025-08-14 13F 富国银行/百万 29,167 2.93 1,834 3.32
2025-08-12 13F 全球退休合作伙伴有限责任公司 68 28.30 4 33.33
2025-08-13 13F 裸金融服务公司 104 372.73 7 500.00
2025-06-26 NP ETTOX - E*TRADE 免费总市场指数基金 7 0
2025-08-15 13F 塔尔研究资本有限责任公司(TRC) 4,171 103.27 262 104.69
2025-08-28 NP SMVIX - Simt 小盘价值基金 I 类 16,883 20.28 1,062 20.71
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 9,344 2.19 552 -10.10
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 8,150 6.87 482 -6.05
2025-08-08 13F 拉森金融集团有限责任公司 45 1,400.00 3
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 46,714 1.72 2,938 2.09
2025-05-30 NP SEIS – SEI 精选小型股 ETF 8,322 2.53 521 0.00
2025-08-01 13F Envestnet资产管理公司 30,984 38.92 1,948 39.44
2025-08-14 13F 沃亚投资管理有限公司 11,620 1.06 731 1.39
2025-07-31 13F 剑桥投资研究顾问公司 4,145 0
2025-08-14 13F 法国巴黎银行套利公司 7,968 66.35 501 67.00
2025-08-14 13F 莱加托资本管理有限公司 28,581 6.91 1,797 7.35
2025-06-24 NP BBSC - 摩根大通 BetaBuilders 美国小盘股 ETF 15,083 11.43 891 -1.98
2025-07-29 NP VFMFX - Vanguard 美国多因素基金 Admiral Shares 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 4,206 12.67 259 1.18
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 48,666 41.67 3,060 42.19
2025-06-26 NP DFAC - 维度美国核心股票 2 ETF 86,464 12.14 5,109 -1.33
2025-08-13 13F 挪威银行 493,800 31,053
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent 小盘股指数投资组合 A 类 31,338 0.40 1,971 0.77
2025-07-25 NP ABASX - AB 发现价值基金 A 类 355,917 279.24 21,889 240.19
2025-07-25 13F 正义投资有限责任公司 7,862 2.85 495 3.35
2025-08-13 13F 第一信托顾问有限公司 657,570 78.70 41,351 79.37
2025-08-14 13F EP 财富顾问公司 6,235 0.35 392 0.77
2025-08-14 13F Mml 投资者服务有限公司 3,594 2.04 0
2025-07-21 13F 北极星资本管理有限责任公司 32,439 5.53 2,040 5.92
2025-08-14 13F 美国银行 /de/ 394,392 13.56 24,801 13.99
2025-08-08 13F 宾夕法尼亚州公立学校就业重新注册系统 10,942 7.60 688 8.01
2025-08-01 13F 贝西默集团公司 638 95.11 0
2025-08-29 NP BSVO - EA Bridgeway Omni 小盘价值 ETF 129,113 3.75 8,119 4.14
2025-08-08 13F 大西洋信托有限责任公司 20 1
2025-07-28 NP VCSLX - 小盘股指数基金 18,047 11.29 1,110 -0.18
2025-08-14 13F 拉弗蒂资产管理有限责任公司 48,561 22.35 3,054 22.81
2025-07-25 13F 优素福资本管理有限公司 15,861 0.88 997 1.22
2025-08-27 NP 俄亥俄州国家基金公司 - ON Janus Henderson Enterprise Portfolio 3,120 67.74 196 68.97
2025-08-13 13F Gamco Investors, Inc. 等 6,368 400
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 21,734 3.76 1,367 4.12
2025-06-30 NP SMDX - Intech 标准普尔小型中型多元化阿尔法 ETF 960 57
2025-08-29 NP STXK-Strive 小型股 ETF 1,324 3.28 83 3.75
2025-07-29 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 9,205 4.59 566 -6.14
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 小盘股指数 VIP A 级 6,549 1.21 412 1.48
2025-06-27 NP RSSL - Global X Russell 2000 ETF 25,792 6.62 1,524 -6.16
2025-08-14 13F 托罗索投资有限责任公司 4,979 5.31 313 5.74
2025-08-26 NP SDVY - First Trust SMID Cap Rising Dividend Achievers 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 545,219 110.64 34,286 111.43
2025-06-26 NP DXUV-美国维度矢量股票 ETF 1,281 23.05 76 8.70
2025-08-14 13F 萨斯奎哈纳国际集团有限责任公司 Put 7,800 491
2025-06-26 NP DFAT - 维度美国目标价值 ETF 250,942 6.35 14,828 -6.42
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 5,426 36.26 321 19.85
2025-08-13 13F EverSource 财富顾问有限责任公司 550 233.33 35 240.00
2025-08-14 13F 萨斯奎哈纳国际集团有限责任公司 81,022 7.23 5,095 7.65
2025-08-14 13F Xponance公司 3,330 2.90 209 3.47
2025-08-14 13F 第一集团贸易有限公司 Call 100 6
2025-08-07 13F 奥尔沃斯金融有限公司 6 0
2025-08-14 13F ISAM 基金(英国)有限公司 3,189 201
2025-08-26 NP SATOX - 税务意识覆盖 A 类投资组合 1 级 4,820 69.12 303 70.22
2025-08-26 NP PENN SERIES FUNDS INC - 中型价值基金 7,475 67.60 470 68.46
2025-08-28 NP CBHAX - 胜利市场中性收益基金 A 类 108,777 13.70 6,840 14.13
2025-08-14 13F 拉扎德资产管理公司 17,128 8.76 1
2025-07-30 NP FSAKX - 战略顾问美国全股票基金 123,614 284.18 7,602 244.76
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 26,793 12.84 1,583 -0.69
2025-08-27 NP RYKIX - 银行基金投资者类别 2,650 4.95 167 5.06
2025-08-14 13F 马耳他资本管理有限公司 65,000 30.00 4,088 30.49
2025-08-13 13F 古根海姆资本有限公司 3,624 12.09 228 12.38
2025-08-13 13F 布朗咨询公司 49,005 0.01 3,082 0.39
2025-08-14 13F FJ资本管理有限公司 649,320 26.43 40,832 26.91
2025-08-26 NP XJR - iShares ESG 筛选标普小盘 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 3,343 13.40 210 14.13
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 1,392 0.14 86 -10.53
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 78,560 0.60 4,831 -9.75
2025-08-14 13F 椴木资本管理有限公司 317,305 126.55 19,954 127.41
2025-08-14 13F 迪恩资本管理公司 45,659 7.59 2,871 8.01
2025-08-14 13F 柯罗尼集团有限责任公司 10,514 7.89 661 8.36
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 232,318 0.58 14,288 -9.78
2025-08-05 13F 蒙特利尔银行/can/ 7,899 0.15 497 0.40
2025-08-19 NP 西北互助系列基金公司 - 600 指数股票投资组合 15,141 2.92 952 3.37
2025-08-26 NP SVAL - iShares 美国小型股价值因子 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 10,154 4.08 639 4.42
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 28,647 1,801
2025-07-28 NP QVMS - Invesco S&P SmallCap 600 QVM 多因素 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 7,116 2.92 438 -7.81
2025-08-12 13F 景观资本管理有限公司 3,538 2.08 222 2.30
2025-09-04 13F/A 顾问集团控股公司 1,116 23.31 70 25.00
2025-08-11 13F 科维斯特有限公司 871 9,577.78 0
2025-07-28 NP HDG - ProShares 对冲复制 ETF 56 12.00 3 0.00
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 25,176 5.62 1,488 -7.06
2025-06-17 NP GSEQX - 高盛多经理全球股票基金 R6 类股票 7,670 8.49 453 -4.43
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 2,109 4.87 125 -8.15
2025-08-13 13F Natixis 顾问有限公司 18,320 28.91 1
2025-07-30 NP IUSCX - 费舍尔投资机构集团美国小型股股票基金 47 6.82 3 -33.33
2025-08-29 NP DHS - WisdomTree 美国高股息基金 不适用 24,062 6.57 1,513 7.00
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 12,724 2.23 752 -10.06
2025-08-13 13F 双峰财富顾问有限责任公司 76 5
2025-08-14 13F 瑞银资产管理美洲公司 156,809 48.33 9,861 48.88
2025-08-20 NP RUSC - 美国小型股主动型股票ETF 890 56
2025-06-26 NP CVAR - 品种 ETF 3,842 0.65 227 -11.33
2025-04-24 NP OASC-OneAscent 小型股核心 ETF 2,189 10.84 150 5.63
2025-08-14 13F 瑞银集团 76,287 25.17 4,797 25.64
2025-08-13 13F 纽约州共同退休基金 112,226 0.55 7 16.67
2025-08-13 13F 胜利资本管理公司 906,058 2.12 56,977 2.50
2025-08-05 13F 纽约梅隆银行 411,441 0.78 25,873 1.17
2025-08-04 13F 联合银行 12,129 0.31 1
2025-08-20 NP ASMOX - AQR 小盘动量型基金 I 类 3,301 495.85 208 508.82
2025-08-01 13F Y-Intercept (香港) 有限公司 6,188 389
2025-08-27 NP RYMKX - 罗素 2000 1.5 倍策略基金 H 级 60 1.69 4 0.00
2025-06-26 NP DFUV - 维度美国市场价值 ETF 14,563 8.73 861 -4.34
2025-08-14 13F Qube研究与技术有限公司 10,975 690
2025-07-25 NP SCAVX - AB 小盘价值投资组合 A 类 104,190 347.13 6,408 301.19
2025-08-14 13F 综合财富概念有限责任公司 58,939 9.57 3,706 10.00
2025-08-14 13F 弗默尔有限公司 6,077 9.65 382 10.09
2025-07-28 NP AVSU - Avantis 责任美国股票 ETF 1,034 7.82 64 -3.08
2025-07-31 13F 尼萨投资顾问有限公司 10,705 1.54 680 1.95
2025-06-26 NP DFAS - 维度美国小型股 ETF 124,486 10.38 7,356 -2.89
2025-08-15 NP PSC - 主要美国小盘多因素指数 ETF 47,398 72.78 2,981 114.23
2025-08-08 13F 独立财务顾问有限责任公司 5,588 0.85 351 1.15
2025-08-06 13F 真实财富设计有限责任公司 153 15,200.00 10
2025-08-14 13F 量化资本有限公司 12,019 756
2025-08-20 NP 全国可变保险信托 - NVIT 小盘指数基金 II 类 8,065 13.30 507 13.93
2025-08-12 13F MAI资本管理 458 6.26 29 3.70
2025-08-13 13F 文艺复兴科技有限公司 151,839 27.88 9,548 28.37
2025-08-27 NP BBTSX - Bridge Builder 税务管理中小型股基金 42,151 187.66 2,651 188.67
2025-07-22 NP GSSC - 高盛 ActiveBeta(R) 美国小盘股 ETF 6,657 36.64 409 22.46
2025-07-25 NP WSML - iShares MSCI 全球小型股 ETF 1,059 65
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 267,774 5.48 16,839 5.87
2025-07-24 13F IFP 顾问公司 0 10
2025-08-14 13F 维维恩基金管理有限责任公司 804,118 19.67 50,567 20.12
2025-08-13 13F 克雷塞特资产管理有限责任公司 11,812 0.60 750 0.94
2025-08-14 13F 加拿大皇家银行 17,861 43.45 1,124 44.29
2025-08-26 NP NSIDX - 北方小盘股指数基金 19,794 2.12 1,245 2.47
2025-08-26 NP VVICX - Voya VACS 指数系列 SC 投资组合 2,944 4.32 185 5.11
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 26,553 8.52 1,670 8.94
2025-08-08 13F/A 斯特林资本管理有限公司 1,172 59.89 74 62.22
2025-08-14 13F 加州教师退休制度 39,289 0.57 2,471 0.94
2025-08-08 13F Geode资本管理有限公司 1,049,086 0.66 65,980 1.03
2025-06-27 NP SUNAMERICA SERIES TRUST - SA 小型股指数投资组合 1 级 4,825 2.57 285 -9.52
2025-08-26 NP GSCYX - 机构小型股股票基金 32,634 15.99 2,052 16.46
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 5,410 5.15 340 5.59
2025-08-27 NP 保诚系列基金 - 小盘股票投资组合 I 类 38,135 0.79 2,398 1.18
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
2025-08-26 NP IWV - iShares Russell 3000 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 11,553 0.23 727 0.55
2025-08-12 13F 维度基金顾问有限公司 2,355,764 0.71 148,146 1.09
2025-08-13 13F 稳定点合作伙伴有限责任公司 23,726 3.01 1,492 3.47
2025-08-29 NP JADMX - 小盘机会信托资产净值 3,469 26.84 218 27.49
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 930 13.00 57 1.79
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 1,142 25.63 72 26.79
2025-07-24 13F 罗纳德·布鲁信托公司 885 8.06 56 7.84
2025-08-13 13F 系柱集团有限责任公司 3,613 2.06 0
2025-08-13 13F 大都会人寿投资管理有限公司 25,286 1.08 1,590 1.47
2025-08-15 13F 摩根士丹利 609,026 7.93 38,299 8.34
2025-07-16 13F 阿拉斯加州税务部 25,370 7.75 2 0.00
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 8,202 17.90 485 3.64
2025-07-25 NP DCCAX - 特拉华小盘核心基金 A 类 823,564 4.37 50,649 -6.37
2025-08-25 NP MMYAX - MassMutual 选择小型公司价值基金 A 类 5,862 28.13 369 28.67
2025-08-11 13F 战略财富伙伴有限公司 565 36
2025-08-14 13F 布里奇威资本管理公司 179,289 2.78 11,275 3.17
2025-07-09 13F 莱因哈特合伙公司 507,696 31,927
2025-07-17 13F 珍尼·蒙哥马利·斯科特有限责任公司 10,168 124.46 1
2025-08-29 NP JAFEX - 总股票市场指数信托资产净值 685 0.59 43 2.38
2025-08-14 13F 巴利亚斯尼资产管理有限公司 6,113 384
2025-06-18 NP RTSSX - 税收管理的美国中小型基金 S 级 33,120 24.34 1,957 9.45
2025-08-26 NP AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 中小盘价值投资组合 A 类 104,647 69.19 6,581 69.85
2025-08-28 NP TPSC - Timothy Plan 美国小盘股核心 ETF 7,520 15.09 473 15.40
2025-06-25 NP SDVD - FT Vest SMID 股息上涨目标收入 ETF 13,999 827
2025-07-23 13F 马里兰州退休金系统 12,525 0.89 788 1.29
2025-08-26 NP Profunds - Profund 小盘股价值副总裁 931 0.54 59 0.00
2025-08-14 13F 维登咨询有限责任公司 4,825 303
2025-08-12 13F 动态技术实验室私人有限公司 14,060 884
2025-08-27 NP RYRRX - 罗素 2000 基金 A 类 100 2.04 6 0.00
2025-08-05 13F Simplex 贸易有限公司 214 0
2025-08-05 13F Simplex 贸易有限公司 Call 100 0
2025-08-14 13F Glenmede投资管理有限公司 18,646 1,173
2025-08-05 13F GHP 投资顾问公司 34,273 1.77 2,155 2.18
2025-07-24 NP ONEQ - 富达纳斯达克综合指数跟踪股票 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 12,925 0.47 795 -9.98
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 4,009 12.64 252 13.51
2025-08-05 13F Simplex 贸易有限公司 Put 2,900 0
2025-08-27 NP RYRUX - Russell 2000 2x 策略基金 A 级股票 218 1.87 14 0.00
2025-08-11 13F 环球保险及服务有限公司 33,546 14.87 2,110 15.31
2025-08-14 13F/A 巴克莱银行 98,190 45.44 6 50.00
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 7,202 2.34 453 2.73
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 10,492 620
2025-07-08 13F 上升顾问有限责任公司 18 12.50 1 0.00
2025-08-08 13F SG美洲证券有限责任公司 8,331 45.16 1
2025-06-26 NP DFSCX - 美国微型资本投资组合 - 机构级 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 81,073 10.19 4,791 -3.06
2025-07-11 13F/A Umb Bank 北美/月 216 56.52 14 62.50
2025-08-11 13F 授权基金有限责任公司 130,613 3.89 8,214 4.28
2025-08-14 13F 水手有限责任公司 7,872 20.50 495 21.03
2025-07-21 13F HighMark 财富管理有限责任公司 182 1.11 11 0.00
2025-08-14 13F 联伯恩斯坦有限责任公司 1,703,144 57.95 107,102 58.54
2025-08-13 13F 地峡合伙人有限公司 38,300 0.81 2,408 1.18
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 11,541 15.47 682 1.49
2025-08-04 13F 阿特里亚投资有限公司 3,721 1.09 234 1.74
2025-08-14 13F 匡蒂诺资本管理有限公司 3,249 204
2025-07-25 NP CZMSX - 多管理人小盘股票策略基金机构类别 29,400 20.00 1,808 7.68
2025-08-08 13F 新泽西州警察和消防员退休系统 9,584 5.08 603 5.43
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 32,095 3.22 2,018 3.59
2025-07-28 NP MSSM - 摩根士丹利 Pathway 中小型股 ETF 19,331 248.87 1,189 213.46
2025-06-26 NP KCXIX - Knights of Columbus 美国全盘指数基金 I 股 174 3.57 10 -9.09
2025-07-29 NP EBI-长景优势ETF 376 2,406.67 23 2,200.00
2025-08-08 13F 美国信安金融集团 258,728 22.27 16,270 22.74
2025-08-14 13F 里格斯资产管理有限公司 64 4
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 27,198 6.35 1,710 6.74
2025-08-14 13F 联信银行 15,316 1.22 963 1.58
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