MMS / Maximus, Inc. - 机构投资人持股 - 买家

马克西姆斯公司
US ˙ NYSE ˙ US5779331041

机构和基金投资人持股 - 买家

在马克西姆斯公司中开设新头寸的主要持有者包括 河路资产管理有限责任公司, VYM - Vanguard 高股息收益率指数基金 ETF 股票, Deprince Race 和 Zollo Inc, Divisadero Street 资本管理有限合伙人, CFSSX-专栏小盘精选基金, MOPCX - NYLI WMC 小型公司基金 C 类, 穆巴达拉投资公司 PJSC, WPGSX - WPG Partners 选择小型价值基金机构类别, Guardian 可变产品信托 - Guardian Small Cap Core VIP 基金, 地平线投资有限责任公司, 基勒托马斯管理有限责任公司, 经验金融有限责任公司, CVY - Invesco Zacks 多资产收益 ETF, DFSVX - 美国小盘价值投资组合 - 机构类别, 石英合伙人有限公司, DRW 证券有限责任公司, Qsemble 资本管理有限合伙人, Wiley Bros.-aintree Capital, Llc, CFSLX - 专栏小型股基金, 和 阿卡迪奥斯财富顾问 .

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

升级以解锁高级数据。

文件日期 来源 投资者 类型 平均价格
(Est)
股份 Δ 股份
(%)
报告
价值
($1000)
Δ 价值
(%)
投资组合配置
(%)
2025-08-14 13F Point72 资产管理有限合伙人 761,230 112.68 53,438 118.95
2025-08-15 NP SPWAX - 美国灯塔斯蒂芬斯小型股成长基金 A 类 43,455 7.10 3,051 10.27
2025-07-21 13F 美洲咨询服务有限责任公司 127 9
2025-08-27 13F/A Squarepoint Ops LLC 13,493 115.13 947 121.78
2025-08-12 13F 恒线顾问公司 201,363 1.18 14,136 4.16
2025-08-27 NP JNL 系列信托 - JNL 中盘指数基金 (I) 65,146 0.87 4,573 3.84
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 29,946 130.41 2,005 105.01
2025-06-27 NP PRF - Invesco FTSE RAFI US 1000 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 15,747 23.95 1,054 10.25
2025-08-14 13F 地平线投资有限责任公司 22,821 1,602
2025-08-12 13F 贝莱德公司 7,278,288 0.17 510,936 3.12
2025-08-08 13F SG美洲证券有限责任公司 4,414 24.27 0
2025-07-28 NP XMLV - Invesco S&P MidCap 低波动性 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 139,383 6.24 10,107 18.16
2025-08-20 NP QSPIX - AQR 风格溢价另类基金 I 类 31,232 27.36 2,192 31.10
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 107,469 24.00 7,196 10.28
2025-07-23 NP CFSLX - 专栏小型股基金 5,900 428
2025-03-27 NP PTMC - Pacer Trendpilot 美国中盘 ETF 9,049 0.91 681 -18.15
2025-08-29 NP STXK-Strive 小型股 ETF 1,804 3.62 127 6.78
2025-08-12 13F 艾根投资管理有限公司 3,918 275
2025-08-12 13F MAI资本管理 128 10.34 9 14.29
2025-08-25 13F/A 路博迈伯曼集团有限责任公司 6,472 53.07 454 57.64
2025-08-26 NP Profunds - Profunds 中型价值副总裁 403 11.02 28 16.67
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 81,247 0.22 5,891 11.47
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 11,002 11.81 737 -0.54
2025-08-14 13F 美国银行 /de/ 363,923 5.36 25,547 8.46
2025-07-23 NP CFSSX-专栏小盘精选基金 62,231 4,512
2025-06-23 NP MDPIX - 中型深度投资者类别 209 17.42 14 0.00
2025-06-30 NP VYM - Vanguard 高股息收益率指数基金 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 214,815 14,384
2025-07-14 13F 伽玛投资有限责任公司 1,174 60.38 82 67.35
2025-08-07 13F 奥尔沃斯金融有限公司 331 22.14 23 27.78
2025-08-28 NP BUYO - KraneShares Man Buyout Beta 指数 ETF 367 10.88 26 13.64
2025-08-06 13F 法国巴黎银行资产管理控股公司 563 0
2025-08-05 13F Simplex 贸易有限公司 Call 300 0
2025-08-29 NP HHCAX - Highland 多/空医疗保健基金 A 类 Short -5,832 -14.41 -409 -11.85
2025-08-28 NP TPSC - Timothy Plan 美国小盘股核心 ETF 8,032 5.99 564 9.11
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 指数投资组合 A 类 20,366 2.06 1,430 5.07
2025-07-28 NP VCSLX - 小盘股指数基金 24,449 6.42 1,773 18.37
2025-08-12 13F/A 波士顿合作伙伴 657,247 113.59 46,435 121.31
2025-08-08 13F 创意策划 37,582 77.11 2,638 82.43
2025-08-14 13F 第一集团贸易有限公司 Call 800 166.67 56 180.00
2025-05-29 NP CSF - VictoryShares US Discovery 增强波动性 Wtd ETF 1,382 4.07 94 -5.05
2025-08-12 13F Nuveen有限责任公司 478,388 75.51 33,583 80.68
2025-08-14 13F 第一集团贸易有限公司 Put 500 25.00 35 29.63
2025-08-07 13F 米德资产管理公司 40,939 0.11 2,874 3.05
2025-08-12 13F CIBC 私人财富集团有限责任公司 28 55.56 2 0.00
2025-08-12 13F Elo 相互养老保险公司 15,534 2.90 1,090 5.93
2025-08-14 13F 沃亚投资管理有限公司 15,435 1.88 1,084 4.84
2025-08-04 13F 阿卡迪奥斯财富顾问 5,078 356
2025-08-14 13F 停战资本有限公司 3,643 256
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 1,634,549 22.86 118,521 36.63
2025-07-24 NP BDSIX - 贝莱德优势小型核心基金机构股 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 60,429 701.87 4,382 792.26
2025-06-17 NP MMSMX - 多管理人美国小型股票基金 P 类股票 11,773 50.94 788 16.91
2025-08-14 13F 石英合伙人有限公司 7,108 499
2025-07-25 NP AFMC - First Trust Active Factor Mid Cap 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 473 49.21 34 70.00
2025-08-15 13F 摩根士丹利 405,146 15.41 28,441 18.82
2025-07-08 13F 上升顾问有限责任公司 254 0.40 18 0.00
2025-07-30 13F 斯蒂芬斯投资管理集团有限责任公司 483,846 6.31 33,966 9.45
2025-08-22 NP BTAL - AGFiQ 美国市场中性反贝塔基金 18,370 37.60 1,290 15.19
2025-06-26 NP FLKSX - 富达低价股票K6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 232,679 0.90 15,580 -10.26
2025-08-08 13F Avantax 咨询服务公司 3,367 1.35 236 4.42
2025-08-14 13F 工程师 门经理 LP 69,200 15.61 4,858 19.01
2025-07-21 13F 111资本 7,471 524
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 1,816,586 2.42 127,524 5.44
2025-06-26 NP DFUS - 维度美国股票 ETF 16,083 14.64 1,077 1.89
2025-08-07 13F 伊利诺伊州市政退休基金 40,687 25.92 2,856 29.64
2025-08-29 NP EZM - WisdomTree 美国中型股基金 不适用 19,086 1.57 1,340 4.53
2025-08-14 13F Deprince Race 和 Zollo Inc 98,633 6,924
2025-08-28 NP ASQIX - 小公司基金投资者类别 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 17,548 17.63 1,232 21.04
2025-08-12 13F 磁星金融有限责任公司 12,774 123.52 897 130.33
2025-08-14 13F 美世全球顾问公司 /adv 40,257 5.53 2,826 8.65
2025-08-14 13F 萨斯奎哈纳国际集团有限责任公司 76,758 8.71 5,388 11.92
2025-08-14 13F 萨斯奎哈纳国际集团有限责任公司 Call 6,600 463
2025-08-13 13F RSM美国财富管理有限公司 3,511 246
2025-08-14 13F Citadel 顾问有限公司 281,906 103.10 19,790 109.10
2025-08-11 13F 经验金融有限责任公司 14,109 990
2025-06-18 NP REBYX - 美国小盘Y类股票基金 3,311 222
2025-07-14 13F 农商投资公司 48 9.09 3 0.00
2025-04-29 NP FLOW - Global X US Cash Flow Kings 100 ETF 451 29
2025-08-14 13F 穆巴达拉投资公司 PJSC 31,794 2,232
2025-08-20 NP RUSC - 美国小型股主动型股票ETF 623 44
2025-07-29 NP RBB FUND, INC. - 阿达拉小型公司基金 4,607 282.32 334 328.21
2025-07-09 13F 西维亚资本合伙人有限责任公司 2,905 204
2025-08-18 13F 雷克斯福德资本公司 172 12
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 286,582 4.04 20,780 15.71
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 294,348 18.85 20,663 22.35
2025-07-21 13F Qrg 资本管理公司 7,172 14.09 503 17.52
2025-07-31 13F 奥本海默资产管理公司 6,884 6.55 483 9.77
2025-08-14 13F/A 巴克莱银行 216,842 29.90 15 36.36
2025-07-29 NP SIXL - 6 Meridian 低 Beta 股票策略 ETF 11,756 57.04 852 36.10
2025-08-13 13F 琼斯金融公司有限责任公司 173 5.49 12 9.09
2025-08-29 NP PMJIX - PIMCO RAE 美国小型基金机构类别 141,004 62.17 9,898 66.94
2025-08-14 13F 普莱斯 T Rowe Associates Inc /md/ 49,473 9.59 3 0.00
2025-08-21 NP MXLSX - Great-West Loomis Sayles 小盘价值基金投资者类别 10,000 3.09 702 6.20
2025-07-25 NP FNDX - 嘉信基本面美国大型公司指数 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 13,468 53.94 977 71.23
2025-08-20 NP QCFIX - AQR CVX 融合基金 I 类 Short -84 -6
2025-08-20 NP HWSM - Hotchkis & Wiley SMID Cap 多元化价值基金 120 300.00 8 300.00
2025-07-15 13F 毅力家族办公室有限责任公司 23 2
2025-08-14 13F 加拿大养老金计划投资委员会 500 35
2025-08-13 13F Edgestream 合伙人有限合伙人 54,039 196.64 3,794 205.39
2025-07-31 13F 奎斯特合作伙伴有限责任公司 8,663 141.98 608 149.18
2025-08-12 13F 公共部门养老金投资委员会 82,762 0.90 5,810 3.86
2025-08-20 NP QMHIX - AQR 管理期货策略 HV 基金 I 类 Short -4,002 71.03 -281 76.10
2025-07-21 13F 安迪纳资本管理有限责任公司 5,877 3.54 413 6.46
2025-06-27 NP EBIT - Harbor AlphaEdge 小型股收益者 ETF 248 37.78 17 23.08
2025-08-12 13F 公园广场金融集团有限责任公司 19 1
2025-06-24 NP FHESX - Federated Hermes SDG Engagement 股票基金机构股票 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 23,420 4.40 1,568 -7.11
2025-07-29 NP ORSIX - NORTH SQUARE 动态小盘基金 I 类 23,772 45.11 1,724 61.33
2025-08-06 13F 福克斯运行管理有限公司 9,685 34.20 680 38.01
2025-07-17 13F 华盛顿堡投资顾问公司 /oh/ 241,263 0.12 16,937 3.07
2025-08-29 NP MFUS - PIMCO RAFI 动态多因素美国股票 ETF 1,141 8.87 80 12.68
2025-05-28 NP LGLV - SPDR SSGA 美国大盘低波动指数 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 23,243 31.04 1,585 19.64
2025-08-08 13F 等投资顾问公司 5,413 19.78 380 23.05
2025-08-14 13F 富国银行/百万 33,024 58.23 2,318 62.90
2025-07-29 NP ISMD - Inspire 中小型影响力 ETF 5,213 2.74 378 14.24
2025-08-20 NP QLFIX - AQR LSE 融合基金 I 类 47 3
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 43,174 2.61 3,031 5.61
2025-08-13 13F 宽博科技有限公司 43,863 146.31 3,079 153.62
2025-08-26 NP FTKI - First Trust Small Cap BuyWrite Income ETF 50 2.04 4 0.00
2025-08-13 13F 河路资产管理有限责任公司 244,687 18,073
2025-08-06 13F 真实财富设计有限责任公司 163 757.89 11 1,000.00
2025-07-28 NP MSSM - 摩根士丹利 Pathway 中小型股 ETF 2,486 9.04 180 21.62
2025-08-11 13F Qsemble 资本管理有限合伙人 6,724 472
2025-08-11 13F Martingale 资产管理公司 37,600 4.74 2,640 7.80
2025-04-29 NP SVYAX - SIIT 美国管理波动性基金 - A 类 5,402 108.33 352 82.38
2025-08-12 13F 普利股权公司 Put 0 0
2025-08-07 13F 虎钳技术公司 4,473 314
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 PSGIX - 贝莱德优势小型股成长基金机构 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 35,882 16.19 2,519 19.62
2025-08-13 13F EverSource 财富顾问有限责任公司 1,773 413.91 124 439.13
2025-07-28 NP AVSU - Avantis 责任美国股票 ETF 296 5.34 21 16.67
2025-07-10 13F 交易所交易概念有限公司 11,870 1.96 833 5.04
2025-08-14 13F 高盛集团公司 572,526 72.02 40,191 77.09
2025-08-14 13F Principia 财富咨询有限公司 9 1
2025-08-27 NP RYRRX - 罗素 2000 基金 A 类 133 0.76 9 0.00
2025-06-30 NP PAMC - Pacer Lunt MidCap 多因子交流发电机 ETF 5,488 367
2025-08-29 NP 高地全球配置基金 Short -15,929 -1,118
2025-07-09 13F 帕拉斯资本顾问有限责任公司 3,008 211
2025-08-27 NP RYRUX - Russell 2000 2x 策略基金 A 级股票 289 0.70 20 5.26
2025-07-25 13F Verdence 资本顾问有限责任公司 7,728 3.47 542 6.48
2025-08-13 13F 正交资本有限公司 5,275 370
2025-08-12 13F 保德信金融公司 22,074 45.73 1,550 50.10
2025-05-15 13F 德克萨斯州永久学校基金 71,383 4,780
2025-08-14 13F 富勒泰勒资产管理公司 1,738,818 0.55 122,065 3.51
2025-08-14 13F/A 斯科波斯实验室有限公司 126 563.16 9 700.00
2025-07-25 NP PMSAX - 全球多策略基金A类 656 4.63 48 17.50
2025-08-08 13F 拉森金融集团有限责任公司 1,642 7.11 115 10.58
2025-08-13 13F 胜利资本管理公司 41,965 1.79 2,946 4.77
2025-08-08 13F 美国信安金融集团 171,427 7.56 12,034 10.74
2025-08-13 13F 加州公务员退休制度 99,374 0.20 6,976 3.16
2025-08-14 13F 瑞银资产管理美洲公司 192,854 6.73 13,538 9.88
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 65,241 2.41 4,580 5.41
2025-06-26 NP KCXIX - Knights of Columbus 美国全盘指数基金 I 股 249 0.81 17 -11.11
2025-08-05 13F GPS 财富策略集团有限责任公司 3 0
2025-08-11 13F 环球保险及服务有限公司 35,078 13.10 2,462 16.46
2025-08-28 NP SAGP - STRATEGAS 全球政策机会 ETF 1,408 11.75 99 15.29
2025-07-14 13F Fonder AB 取得进展 3,233 17.22 227 15.90
2025-07-10 13F 财富增值咨询服务有限公司 8,013 577
2025-08-14 13F 格雷厄姆资本管理有限合伙人 4,154 23.45 292 27.07
2025-08-11 13F 道明沃特豪斯加拿大公司 50 4
2025-08-14 13F 水产资本管理有限责任公司 37,626 2,641
2025-07-31 13F 基勒托马斯管理有限责任公司 16,799 1,179
2025-08-08 13F/A 斯特林资本管理有限公司 136 130.51 10 125.00
2025-08-18 NP 太平洋精选基金 - 小盘股指数投资组合 I 类 14,959 1.74 1,050 4.79
2025-08-12 13F 美国世纪公司 18,003 16.64 1,264 20.06
2025-08-14 13F CSS 有限公司/il 10,447 33.34 733 37.27
2025-08-07 13F Parkside 金融银行与信托 879 21.75 62 24.49
2025-08-25 NP MAINSTAY VP 基金信托 - MainStay VP MacKay 小盘股核心投资组合初始类别 29,053 20.38 2,040 23.95
2025-08-14 13F Point72(迪拜国际金融中心)有限公司 8,042 272.31 565 283.67
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 2,051 12.51 149 25.42
2025-09-04 13F/A 顾问集团控股公司 4,828 142.49 333 145.93
2025-08-08 13F 新泽西州警察和消防员退休系统 12,890 3.81 905 6.86
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 1,279 1.59 90 4.71
2025-08-11 13F 美国信安证券公司 403 675.00 28 833.33
2025-07-28 13F 安联资产管理有限公司 233,348 37.99 16,381 42.07
2025-08-14 13F 匡蒂诺资本管理有限公司 4,991 25.81 350 29.63
2025-06-30 NP CVY - Invesco Zacks 多资产收益 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 11,129 745
2025-08-15 13F 塔尔研究资本有限责任公司(TRC) 10,047 427.40 705 446.51
2025-08-08 13F SBI 证券股份有限公司 2 100.00 0
2025-08-04 13F 阿特里亚投资有限公司 3,490 245
2025-08-20 NP 全国可变保险信托 - NVIT 小盘指数基金 II 类 10,720 7.16 753 10.26
2025-08-12 13F 维度基金顾问有限公司 1,832,584 8.08 128,647 11.27
2025-08-08 13F denkapparat Operations GmbH 3,964 21.30 278 25.23
2025-05-28 NP CVMC - Calvert 美国中盘核心责任指数 ETF 457 1.11 31 -6.06
2025-08-15 NP PSC - 主要美国小盘多因素指数 ETF 41,989 59.86 2,948 64.54
2025-08-26 NP NSIDX - 北方小盘股指数基金 26,189 0.29 1,838 3.26
2025-07-28 NP MCSCX - M3Sixty 小型股成长基金机构类股票 991 7.72 72 20.34
2025-08-11 13F 罗斯柴尔德投资有限公司 128 88.24 9 100.00
2025-07-22 13F HFM投资顾问有限责任公司 4 100.00 0
2025-07-24 13F IFP 顾问公司 1,558 70.83 109 75.81
2025-06-26 NP PQCCX - PGIM QMA 中型核心股票基金 R6 级 250 6.38 17 -5.88
2025-07-11 13F/A Umb Bank 北美/月 833 37.46 58 41.46
2025-08-13 13F 基尔特集团有限公司 19 1
2025-06-30 NP SMDX - Intech 标准普尔小型中型多元化阿尔法 ETF 1,920 129
2025-08-07 13F Campbell & CO 投资顾问有限责任公司 48,789 173.47 3,425 181.58
2025-07-22 13F 湾港财富管理有限责任公司 4 300.00 0
2025-08-14 13F 雷蒙德詹姆斯金融公司 32,602 28.69 2,289 32.48
2025-08-11 13F 财富尖塔顾问有限责任公司 27,108 0.28 1,903 3.20
2025-08-04 13F 资产标记公司 38 1,800.00 3
2025-07-16 13F 签名有限责任公司 257 69.08 18 80.00
2025-08-14 13F Aster 资本管理(DIFC)有限公司 4,396 309
2025-08-27 NP 俄亥俄国家基金公司 - ON BlackRock Advantage Small Cap Growth Portfolio 6,046 21.26 424 25.07
2025-08-14 13F 前奏资本管理有限公司 4,590 50.74 322 55.56
2025-08-14 13F 巴利亚斯尼资产管理有限公司 164,489 11,547
2025-08-28 NP SFLO - VictoryShares 小盘股自由现金流 ETF 24,289 23.15 1,705 26.86
2025-06-26 NP FDVLX - 富达价值基金 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 161,900 68.30 10,841 49.68
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 226,560 307.50 15,170 262.49
2025-06-24 NP MOPCX - NYLI WMC 小型公司基金 C 类 48,750 3,264
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Advantage 美国总市场 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 1,872 452.21 131 469.57
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 9,885 10.83 662 -1.49
2025-08-06 13F 里亚托财富管理有限责任公司 11 1
2025-06-26 NP DFAT - 维度美国目标价值 ETF 148,379 80.20 9,935 60.27
2025-08-12 13F LPL 金融有限责任公司 6,152 79.36 432 84.98
2025-07-29 13F 北欧联合银行投资管理公司 64,829 0.59 4,542 3.87
2025-07-29 NP BPSIX - Boston Partners 小盘价值基金 II 机构 39,579 88.87 2,870 69.46
2025-07-28 NP HDG - ProShares 对冲复制 ETF 75 5.63 5 25.00
2025-07-30 NP ABCS - ALPHA BLUE CAPITAL 美国中小型股动态 ETF 410 30
2025-08-05 13F 码头资本有限责任公司 75,355 5,290
2025-08-28 NP SVOAX - Simt US 管理波动性基金 F 级 10,400 260.74 730 272.45
2025-08-13 13F 新斯科舍银行 5,207 366
2025-08-28 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 13,406 941
2025-09-12 NP AFDVX - 应用金融探索者基金投资者类别 78,306 38.63 5,784 52.91
2025-08-14 13F Ieq资本有限公司 20,668 373.71 1,451 388.22
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 14,464 2.55 969 -8.77
2025-07-10 13F 信任点公司 5,095 0.02 358 2.88
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 8,798 49.09 589 32.66
2025-08-11 13F 先锋集团公司 6,473,320 0.49 454,427 3.45
2025-07-25 13F 约翰逊投资顾问公司 30,888 0.06 2,168 2.99
2025-08-06 13F 瑞索纳资产管理有限公司 5,080 26.40 357 29.93
2025-08-13 13F 洛伊特霍尔德集团有限公司 38,595 2.00 2,709 5.00
2025-08-26 NP BlackRock Advantage US Total Market Fund, Inc. - BlackRock Advantage US Total Market Fund, Inc. 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 3,088 186.46 217 195.89
2025-08-05 13F 纽约梅隆银行 549,369 1.56 38,566 4.55
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - 美国可持续发展目标价值投资组合机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8,676 18.74 581 5.45
2025-08-13 13F 跳跃金融有限责任公司 3,564 250
2025-07-24 13F CWM 顾问有限责任公司 17,751 251.78 1,246 262.21
2025-08-29 NP JAFVX - 战略股权配置信托系列资产净值 17,534 1.21 1,231 4.15
2025-08-11 13F 贝尔投资顾问公司 108 14.89 8 16.67
2025-08-28 NP QCSTRX - 股票账户类别 R1 248,971 345.39 17,478 358.59
2025-06-26 NP TSMOX - TIAA-CREF 量化小型/中型股票基金退休类别 54,150 5.04 3,626 -6.60
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 11,691 1.92 821 4.86
2025-08-01 13F Envestnet资产管理公司 32,705 23.94 2,296 27.57
2025-08-15 NP Guardian 可变产品信托 - Guardian Small Cap Core VIP 基金 23,792 1,670
2025-06-26 NP DFSV - 维度美国小盘价值 ETF 2,751 184
2025-06-24 NP SFLNX - 嘉信基本美国大公司指数基金机构股 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 7,265 50.66 486 33.88
2025-08-06 13F 第一地平线顾问公司 21 1
2025-08-12 13F 希尔斯代尔投资管理公司 65,800 51.26 4,619 55.73
2025-08-12 13F Trexquant 投资有限责任公司 89,950 6,314
2025-07-29 NP EBI-长景优势ETF 2,139 155
2025-08-13 13F 阿里斯蒂德斯资本有限责任公司 3,261 229
2025-06-26 NP DCOR - 维度美国核心股票 1 ETF 5,741 55.92 384 38.63
2025-08-14 13F 维维恩基金管理有限责任公司 65,485 59.63 4,597 64.35
2025-07-25 13F CWM有限公司 7,244 218.56 1
2025-08-26 NP GFSYX - 机构战略另类基金 77 2.70
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 1,224 63.42 86 66.67
2025-08-26 NP VVICX - Voya VACS 指数系列 SC 投资组合 3,958 5.43 278 8.63
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 255,351 1.94 17,926 4.95
2025-08-13 13F 文艺复兴科技有限公司 167,000 176.95 11,723 185.16
2025-06-26 NP DFVEX - 美国矢量股票投资组合 - 机构类 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 25,839 2.41 1,730 -8.90
2025-08-14 13F Qube研究与技术有限公司 379,342 115.75 26,630 122.11
2025-07-29 NP WPGHX - WPG Partners 精选对冲基金机构 2,765 -137.73 200 -141.93
2025-08-08 13F 宾夕法尼亚州公立学校就业重新注册系统 14,478 7.01 1,016 10.20
2025-08-14 13F DRW 证券有限责任公司 6,928 486
2025-08-18 13F/A 加拿大国家银行/fi/ 805 312.82 57 330.77
2025-08-13 13F 双峰财富顾问有限责任公司 2 0
2025-08-11 13F 授权基金有限责任公司 110,193 2.95 7,736 5.99
2025-06-26 NP DFAU - 维度美国核心股票市场 ETF 11,097 4.56 743 -7.01
2025-08-11 13F LSV资产管理 56,900 105.42 4 200.00
2025-06-26 NP SMMV - iShares Edge MSCI Min Vol USA Small-Cap 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 9,249 3.27 619 -8.16
2025-08-06 13F 爱格夫管理有限公司 40,946 2,874
2025-08-14 13F 布雷文·霍华德资本管理有限责任公司 18,157 92.02 1,275 97.83
2025-08-27 NP JNL 系列信托 - JNL/Mellon 工业部门基金 (A) 3,614 5.06 254 8.12
2025-08-08 13F 基贝克阿尔法,LP 4,699 28.88 330 32.66
2025-08-14 13F 克拉克资本管理集团有限公司 99,074 132.27 6,955 139.17
2025-08-08 13F 三菱日联信托银行 23,438 158.21 1,645 166.18
2025-08-14 13F 立体派系统策略有限责任公司 22,451 11.36 1,576 14.70
2025-08-14 13F 简街集团有限责任公司 168,976 71.95 11,862 77.02
2025-07-14 13F UMA 金融服务公司 11 1
2025-08-13 13F Centiva 资本有限合伙人 6,713 471
2025-07-24 13F 全面财富规划与管理有限公司 5,875 13.07 412 16.38
2025-06-26 NP DXUV-美国维度矢量股票 ETF 1,016 47.67 68 33.33
2025-08-13 13F 帕纳戈拉资产管理公司 259,727 1.43 18,233 4.42
2025-07-09 13F 莱因哈特合伙公司 913,856 0.26 64,154 3.21
2025-08-20 NP QMFNX - AQR MS 融合基金 N 类 73 5
2025-06-26 NP DFSVX - 美国小盘价值投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7,269 487
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master 小盘股指数系列 97,839 0.71 6,868 3.68
2025-08-12 13F 富兰克林资源公司 13,601 0.47 955 3.36
2025-06-26 NP ETTOX - E*TRADE 免费总市场指数基金 6 0
2025-07-08 13F 并行顾问有限责任公司 970 12.92 68 17.24
2025-08-20 NP QLEIX - AQR 多空股票基金 I 类 141,652 7.45 9,944 10.61
2025-08-08 13F 哈特兰有限公司 262 13,000.00 18
2025-07-29 NP WPGSX - WPG Partners 选择小型价值基金机构类别 27,833 2,018
2025-07-11 13F 多元化信托公司 11,014 1.06 773 4.04
2025-08-12 13F XTX Topco有限公司 9,537 669
2025-07-25 13F 海明顿财富管理 81 39.66 0
2025-08-27 NP BBGSX - Bridge Builder 中小型股成长基金 80,161 10.84 5,627 14.11
2025-08-14 13F 加拿大皇家银行 33,994 72.28 2,386 77.40
2025-06-27 NP ESCQX - 推出小型股票基金退休课程 81,335 78.88 5,446 59.10
2025-08-14 13F 阿尔格特全球有限公司 180,756 64.41 13 71.43
2025-06-26 NP DFAS - 维度美国小型股 ETF 153,448 4.39 10,275 -7.16
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 16,310 23.76 1,145 27.39
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 7,857 2.96 526 -8.36
2025-08-13 13F 华尔街眼资本有限责任公司 162,355 20.49 11,397 24.04
2025-08-29 NP DES - WisdomTree 美国小型股股息基金 不适用 124,555 2.89 8,744 5.92
2025-08-13 13F 西奥资本管理有限公司 548,086 17.02 38,476 20.48
2025-08-14 NP FLSPX - SPECTRUM FUND 零售类 9,813 0.45 689 3.30
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 872,668 0.24 61,261 3.20
2025-08-12 13F 奥肖内西资产管理有限公司 8,952 100.76 628 106.58
2025-07-30 NP FSAKX - 战略顾问美国全股票基金 10,461 2.78 759 14.33
2025-08-14 13F 都铎投资公司等 12,791 169.06 898 176.85
2025-07-29 NP WPGTX - WPG 合作伙伴小/微型价值基金机构 3,255 236
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 38,284 7.45 2,688 10.62
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 14,327 17.15 1,039 30.24
2025-07-25 13F 正义投资有限责任公司 8,607 32.11 604 36.04
2025-06-17 NP GSEQX - 高盛多经理全球股票基金 R6 类股票 2,671 179
2025-05-29 NP JAHBX - 小盘价值信托资产净值 48,561 95.43 3,311 78.59
2025-08-11 13F 弗兰克,里默曼顾问有限责任公司 2,895 203
2025-08-26 13F/A 路德教会的 Thrivent 金融 22,183 67.15 2
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 1,531 27.05 107 30.49
2025-07-22 13F 净值顾问小组 3,195 224
2025-08-20 NP QHFRX - AQR MS Fusion HV 基金 R6 类 81 6
2025-06-27 NP RSSL - Global X Russell 2000 ETF 34,675 1.11 2,322 -10.07
2025-08-14 13F 塞伊投资公司 78,241 4.78 5,492 7.88
2025-06-26 NP FAVFX - 富达顾问价值基金 A 类 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 6,630 66.17 444 47.67
2025-08-04 13F 汉兹金融服务公司 86 855.56 0
2025-08-14 13F 法国巴黎银行套利公司 43,945 197.07 3,085 205.95
2025-08-07 13F 苏黎世州银行 (Zurcher Kantonalbank) 16,378 6.26 1,150 9.32
2025-08-18 13F 吉诺斯财富管理公司 149 26.27 10 25.00
2025-08-14 13F 伍德莱合伙公司 194,499 13,654
2025-05-05 13F 林布鲁克资本有限公司 822 527.48 56 522.22
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 40,801 4.10 2,732 -7.39
2025-08-06 13F 萨凡特资本有限责任公司 10,055 84.12 706 89.52
2025-08-13 13F 罗素投资集团有限公司 123,116 54.68 8,643 59.24
2025-06-26 NP DFAC - 维度美国核心股票 2 ETF 111,011 4.85 7,433 -6.75
2025-06-23 NP IYY - iShares 道琼斯美国 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 2,659 1.84 178 -9.18
2025-07-25 NP SCHK - 嘉信 1000 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 4,344 1.83 315 12.95
2025-07-28 13F 贝福瑞斯特资本有限公司 870 61
2025-08-11 13F 综合量化投资有限责任公司 10,254 720
2025-06-27 NP DASVX - Dunham 小盘价值基金 A 类 3,841 257
2025-07-17 13F 珍尼·蒙哥马利·斯科特有限责任公司 15,969 57.41 1
2025-08-15 13F Captrust 财务顾问 6,681 75.54 469 81.08
2025-07-25 NP WSML - iShares MSCI 全球小型股 ETF 3,549 257
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 5,305 10.84 372 14.11
2025-08-14 13F Divisadero Street 资本管理有限合伙人 95,000 6,669
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 6,689 469
2025-06-26 NP KCSIX - 哥伦布骑士小型股基金 I 股 25,091 1.44 1,680 -9.77
2025-07-21 13F Verus 金融合作伙伴公司 3,387 6.74 244 12.50
2025-07-24 NP HSMNX - Horizon 美国防御性中小盘基金投资者类别 21,995 26.66 1,595 40.81
2025-06-26 NP IETC - iShares Evolved 美国科技 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7,100 154.39 475 126.19
2025-08-19 13F 怀俄明州 5,191 47.18 364 51.67
2025-08-26 NP EQ ADVISORS TRUST - EQ/摩根士丹利小型股成长投资组合 IB 级 9,209 5.10 646 8.21
2025-07-09 13F 布鲁斯·艾伦投资有限责任公司 7 16.67 0
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 6,089 2.89 427 5.96
2025-08-28 NP Humankind Benefit Corp - Humankind 美国股票 ETF 753 26.77 53 30.00
2025-08-13 13F 挪威银行 682,143 47,886
2025-08-26 NP IRSIX - Voya Russell™ 小盘股指数投资组合 ADV 级 11,477 0.71 806 3.60
2025-08-14 13F 星云研究与开发有限责任公司 4,445 312
2025-08-14 13F 水手有限责任公司 12,332 181.75 866 190.27
2025-08-12 13F 吉特曼财富管理有限责任公司 1,622 114
2025-07-25 13F 理查森金融服务公司 156 108.00 11 120.00
2025-08-26 NP LST——Leuthold 精选行业 ETF 2,270 89.48 159 96.30
2025-07-24 13F 罗纳德·布鲁信托公司 1,609 31.03 113 34.94
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 2,991 0.64 210 3.47
2025-07-31 13F/A 亚飞财富 8 0
2025-08-19 NP RIFBX - 美国小型股票基金 2,038 107.96 143 116.67
2025-08-12 13F 全球退休合作伙伴有限责任公司 267 19
2025-07-07 13F Versant 资本管理公司 203 23.78 14 27.27
2025-08-13 13F 诚信合作伙伴有限责任公司 206,683 67.66 14,509 72.62
2025-06-26 NP DFSU - 维度美国可持续发展核心 1 ETF 7,784 6.14 521 -5.62
2025-08-13 13F 耶鲁山投资顾问有限公司 3,480 244
2025-08-14 13F 维登咨询有限责任公司 4,257 26.73 299 30.13
2025-08-29 NP JADMX - 小盘机会信托资产净值 2,337 103.04 164 110.26
Other Listings
MX:MMS
DE:MMY €76.00
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