OTTR / Otter Tail Corporation - 机构投资人持股 - 买家

水獭尾巴公司
US ˙ NasdaqGS ˙ US6896481032

机构和基金投资人持股 - 买家

在水獭尾巴公司中开设新头寸的主要持有者包括 SDVD - FT Vest SMID 股息上涨目标收入 ETF, JHSC - 约翰汉考克多因素小盘股 ETF, 阿蒙迪, JMEE - 摩根大通市场扩张增强型股票 ETF, 布雷文·霍华德资本管理有限责任公司, 第一公民银行和信托公司, Envestnet 投资组合解决方案公司, 丽都顾问有限责任公司, 凯普斯通投资顾问有限公司, 旧国家银行/in/, 法灵顿资本有限公司, 道德公司, JNL 系列信托 - JNL/Mellon 工业部门基金 (A), WSML - iShares MSCI 全球小型股 ETF, Financiere des Professionnels - 投资基金公司, Point72(迪拜国际金融中心)有限公司, Point72 亚洲(新加坡)私人有限公司有限公司, SMDX - Intech 标准普尔小型中型多元化阿尔法 ETF, EBI-长景优势ETF, 和 克利尔街市场有限责任公司 .

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
(%)
2025-08-21 NP MXLSX - Great-West Loomis Sayles 小盘价值基金投资者类别 6,600 1.54 509 -2.68
2025-06-18 NP RSEAX - 美国战略股票基金A类 Short -8,192 -70.55 -650 -69.65
2025-05-22 NP ROSC - 哈特福德多因素小盘股 ETF 1,076 0.56 86 8.86
2025-08-14 13F 现代财富管理有限责任公司 4,483 0.02 346 -4.17
2025-08-13 13F Centiva 资本有限合伙人 3,839 296
2025-06-18 NP REUYX - Y 类可持续股票基金 0 -100.00 0 -100.00
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 31,281 2.62 2,411 -1.55
2025-08-14 13F 大谷顾问集团有限公司 10,200 786
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 26,779 13.15 2,126 16.57
2025-07-31 13F 林登托马斯咨询服务有限责任公司 10,633 24.96 820 19.91
2025-08-29 NP DES - WisdomTree 美国小型股股息基金 不适用 88,891 2.62 6,853 -1.57
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
2025-07-30 13F 道德公司 2,757 217
2025-08-12 13F 全球退休合作伙伴有限责任公司 1,267 2.84 98 7.78
2025-07-30 NP OUSM - ALPS | O'Shares 美国小型股优质股息 ETF 股票 17,816 2.54 1,375 -0.72
2025-07-28 NP MSSM - 摩根士丹利 Pathway 中小型股 ETF 1,764 6.27 136 3.03
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 78,489 2.48 6,058 -0.80
2025-08-08 13F Pnc 金融服务集团公司 5,037 0.52 388 -3.48
2025-08-13 13F 丽都顾问有限责任公司 3,718 287
2025-08-14 13F 千禧管理有限公司 476,582 53.63 36,740 47.36
2025-06-25 NP FUTY - 富达 MSCI 公用事业指数 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 48,452 2.23 3,846 5.34
2025-08-01 13F 德克萨斯州教师退休制度 5,723 4.00 441 -0.23
2025-08-14 13F 两西格码投资有限合伙人 24,348 74.14 1,877 67.05
2025-08-13 13F Alerus 金融纳 7,424 572
2025-03-25 NP FNK - First Trust 中型价值 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 18,025 8.37 1,389 6.28
2025-08-13 13F 文艺复兴科技有限公司 39,110 3,015
2025-08-28 NP TPSC - Timothy Plan 美国小盘股核心 ETF 6,398 5.94 493 1.65
2025-08-08 13F 认可投资者公司 4,324 0.32 333 -3.76
2025-07-25 NP FNDA - 嘉信基本面美国小公司指数 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 129,384 2.31 9,986 -0.96
2025-08-12 13F SRS 资本顾问公司 56 166.67 4 300.00
2025-08-13 13F EverSource 财富顾问有限责任公司 216 77.05 17 77.78
2025-08-12 13F 摩根大通公司 341,495 20.35 26,326 15.44
2025-08-13 13F 双峰财富顾问有限责任公司 21 2
2025-07-10 13F 焦点金融网络有限公司 17,666 0.01 1,362 -4.09
2025-08-19 13F 怀俄明州 2,189 169
2025-08-14 13F Point72(迪拜国际金融中心)有限公司 1,784 138
2025-06-25 NP GSATX - 高盛小盘价值洞察基金 A 类 3,185 253
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 1,051 18.89 81 14.08
2025-08-26 NP Profunds - Profund 小盘成长股副总裁 433 2.61 33 0.00
2025-08-15 13F 财富合作有限责任公司 81 22.73 6 20.00
2025-08-08 13F 英泰投资管理有限公司 77,416 309.50 5,968 292.82
2025-08-14 13F 萨斯奎哈纳国际集团有限责任公司 Call 8,000 73.91 617 66.94
2025-08-11 13F 新时代阿尔法顾问有限责任公司 5,429 2.14 419 -2.11
2025-08-04 13F 汉兹金融服务公司 15 0
2025-08-14 13F Mml 投资者服务有限公司 7,373 2.59 1
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 23,792 84.95 1,889 90.51
2025-08-06 13F 第一地平线顾问公司 28 2
2025-03-25 NP FNX - First Trust 中型核心 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 61,203 3.50 4,715 1.57
2025-08-13 13F 纽约州共同退休基金 67,583 5.30 5 0.00
2025-08-13 13F 亚利桑那州退休系统 10,972 1.63 846 -2.54
2025-07-21 13F HighMark 财富管理有限责任公司 331 26
2025-08-08 13F 新泽西州警察和消防员退休系统 8,864 0.65 683 -3.39
2025-08-14 13F 匡蒂诺资本管理有限公司 5,721 26.26 441 21.15
2025-04-01 NP OSCV - Opus 小盘价值 ETF 82,194 9.36 6,332 7.30
2025-07-28 NP HDG - ProShares 对冲复制 ETF 54 10.20 4 33.33
2025-04-18 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 764 61
2025-08-14 13F 凯普斯通投资顾问有限公司 3,698 285
2025-09-04 13F/A 顾问集团控股公司 21,601 2.21 1,666 -1.94
2025-05-15 13F 牛津资产管理公司 4,040 24.46 325 28.06
2025-07-25 13F 俄勒冈州公务员退休基金 9,623 1.05 742 -3.14
2025-08-27 NP JNL 系列信托 - JNL/RAFI 基本美国小型股基金 (A) 1,781 82.85 137 75.64
2025-08-12 13F 奥肖内西资产管理有限公司 8,274 13.08 638 8.33
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 81,654 4.28 6,482 7.44
2025-08-14 13F 采石场LP 643 50
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 59,687 8.72 4,607 5.23
2025-07-25 NP WSML - iShares MSCI 全球小型股 ETF 2,184 169
2025-08-29 NP STXK-Strive 小型股 ETF 1,297 3.35 100 -1.00
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 23,894 3.89 1,844 0.60
2025-08-14 13F 双山资本有限责任公司 12,585 75.18 970 68.11
2025-07-14 13F 阿姆斯特朗咨询集团公司 1,660 93.02 128 101.59
2025-08-12 13F LPL 金融有限责任公司 63,344 4.57 4,883 0.31
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 228,744 0.65 17,654 -2.57
2025-08-27 NP SEASONS SERIES TRUST - SA 多管理小型股投资组合 1 级 1,402 3.85 108 0.00
2025-08-14 13F 托罗索投资有限责任公司 2,992 231
2025-06-26 NP JHSC - 约翰汉考克多因素小盘股 ETF 8,224 653
2025-08-13 13F 国会财富管理有限责任公司/德国/ 6,130 97.49 473 89.56
2025-06-25 NP SDVD - FT Vest SMID 股息上涨目标收入 ETF 33,091 2,627
2025-08-27 NP Brighthouse Funds Trust I - 摩根大通小盘价值投资组合 A 类 3,641 281
2025-08-01 13F Envestnet资产管理公司 6,687 0.39 516 -3.74
2025-08-13 13F 马歇尔·韦斯律师事务所 59,017 55.89 4,550 49.54
2025-05-15 NP PSC - 主要美国小盘多因素指数 ETF 23,056 2.42 1,853 11.49
2025-07-28 NP AVUS - Avantis 美国股票 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 14,249 6.30 1,100 2.90
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 7,934 2.12 612 -2.08
2025-08-15 13F 塔尔研究资本有限责任公司(TRC) 4,009 604.57 309 586.67
2025-06-25 NP DIVB - iShares 美国股息和回购 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 873 25.43 69 30.19
2025-08-13 13F 正交资本有限公司 2,847 219
2025-08-12 13F XTX Topco有限公司 10,578 815
2025-04-28 NP VUSE - Vident 核心美国股票基金 27,907 6.98 2,225 5.80
2025-08-13 13F 耶鲁山投资顾问有限公司 1,824 141
2025-08-14 13F 安科拉顾问有限责任公司 67 131.03 5 150.00
2025-08-13 13F 古根海姆资本有限公司 4,191 43.14 323 37.45
2025-08-14 13F 简街集团有限责任公司 92,011 70.04 7,093 63.13
2025-08-14 13F ISAM 基金(英国)有限公司 5,690 79.04 439 71.76
2025-07-22 NP FSCC - 联邦 Hermes MDT 小型股核心 ETF 1,344 8.13 104 4.04
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent 小盘股指数投资组合 A 类 30,813 0.29 2,375 -3.81
2025-07-29 13F Ifrah 金融服务公司 3,686 0.24 284 -3.73
2025-08-14 13F 韦斯资产管理有限公司 13,803 1,064
2025-07-30 13F 德纳利顾问有限公司 79,175 16.50 6,104 11.76
2025-04-16 13F 伯恩资产管理有限责任公司 31 72.22
2025-07-23 13F 马里兰州退休金系统 12,315 1.22 949 -2.87
2025-08-28 NP CBHAX - 胜利市场中性收益基金 A 类 72,357 13.39 5,578 8.78
2025-07-30 NP FSAKX - 战略顾问美国全股票基金 100 8
2025-06-24 NP 创新者 ETF 信托 - 创新者美国小型股管理式 ETF 384 60.00 30 66.67
2025-08-13 13F 麦肯齐金融公司 14,226 206.40 1,097 193.83
2025-08-06 13F 联邦股权服务有限公司 22,249 6.50 2 0.00
2025-08-26 NP EHLS - 均势多空 ETF Short -2,125 -164
2025-07-16 13F 阿拉斯加州税务部 24,929 7.56 2 0.00
2025-08-14 13F 弗默尔有限公司 6,424 1.04 495 -2.94
2025-06-30 NP CGW - Invesco S&P 全球水指数 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 81,221 6.16 6,447 9.38
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 8,102 19.60 643 23.42
2025-06-27 NP RSSL - Global X Russell 2000 ETF 25,124 6.59 1,994 9.86
2025-08-13 13F 琼斯金融公司有限责任公司 5,960 7.10 468 4.01
2025-05-05 13F 林布鲁克资本有限公司 46 15.00 4 50.00
2025-08-26 NP VVICX - Voya VACS 指数系列 SC 投资组合 2,852 3.94 220 -0.45
2025-08-18 NP 太平洋精选基金 - 小盘股票投资组合 I 类 2,733 34.76 211 29.63
2025-07-28 NP VCSLX - 小盘股指数基金 17,816 12.76 1,375 9.21
2025-08-28 NP VYSVX - Vericimetry 美国小型股价值基金 1,411 39.56 109 33.33
2025-07-25 13F 芝加哥期权交易所背心金融有限责任公司 41,216 37.39 3,177 31.77
2025-07-15 13F 北极星投资管理公司 14,684 0.02 1,132 -4.07
2025-07-28 NP XSLV - Invesco S&P SmallCap 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 29,379 12.20 2,267 8.62
2025-08-14 13F 耆那全球有限公司 3,511 20.53 271 15.38
2025-08-26 NP JMEE - 摩根大通市场扩张增强型股票 ETF 6,200 478
2025-08-08 13F 拉森金融集团有限责任公司 21 10.53 2 0.00
2025-07-30 13F 内华达州惠蒂尔信托公司 47,266 3.25 3,644 -0.98
2025-08-14 13F 加拿大皇家银行 129,953 11.57 10,017 7.01
2025-07-22 13F 康帕斯金融集团有限公司/SD 2,651 0.65 204 -3.32
2025-07-29 13F 弗吉尼亚退休系统等 30,854 4.75 2,379 0.46
2025-08-14 13F 原子投资者有限合伙人 15,731 1,213
2025-08-13 13F ExodusPoint 资本管理公司 37,695 3
2025-08-14 13F 维维恩基金管理有限责任公司 27,255 59.05 2,101 52.58
2025-08-26 13F/A 路德教会的 Thrivent 金融 37,961 23.56 3 0.00
2025-08-18 13F/A 加拿大国家银行/fi/ 41 3
2025-07-21 13F 美洲咨询服务有限责任公司 150 12
2025-07-30 13F 惠蒂尔信托公司 88,409 2.32 6,815 -1.86
2025-08-14 13F BI 资产管理 Fondsmaeglerselskab A/S 689 0
2025-08-26 NP PSOPX - 摩根大通小盘价值基金 I 类 13,570 1,046
2025-06-26 NP ETTOX - E*TRADE 免费总市场指数基金 5 0
2025-07-30 13F 第一公民银行和信托公司 4,058 313
2025-08-26 NP FSCS - 中型股美国股票精选 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 4,778 368
2025-08-14 13F 沃洛里奇投资管理有限公司 107,909 9.55 8,319 5.08
2025-06-26 NP KCXIX - Knights of Columbus 美国全盘指数基金 I 股 170 0.59 13 0.00
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 49,067 2.68 3,783 -1.51
2025-08-12 13F 克利尔街市场有限责任公司 415 32
2025-07-25 13F Envestnet 投资组合解决方案公司 3,913 302
2025-08-27 NP JNL 系列信托 - JNL/Mellon 工业部门基金 (A) 2,560 197
2025-06-26 NP DCOR - 维度美国核心股票 1 ETF 1,814 19.74 144 23.28
2025-08-14 13F 富国银行/百万 54,481 5.77 4,200 1.45
2025-07-31 13F 新泽西州共同养老基金 D 24,569 3.58 1,894 -0.63
2025-08-14 13F Citadel 顾问有限公司 236,061 32.48 18,198 27.07
2025-07-15 13F 毅力家族办公室有限责任公司 10 1
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 3,611 3.76 278 -0.36
2025-06-26 NP DFAS - 维度美国小型股 ETF 108,347 0.83 8,601 3.89
2025-08-28 NP IWN - iShares Russell 2000 价值 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 318,150 50.40 24,526 44.27
2025-05-29 NP Jnl 系列信托 - Jnl/mellon 公用事业部门基金 (a) 17,543 1.52 1,410 10.42
2025-06-25 NP FYX - First Trust 小盘核心 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 25,531 286.42 2,027 239.36
2025-08-14 13F HRT金融有限责任公司 50,562 4
2025-07-28 13F 港口投资公司 4,266 3.07 329 -1.20
2025-08-20 NP 全国可变保险信托 - NVIT 小盘指数基金 II 类 7,313 0.61 564 -3.60
2025-08-11 13F 布朗兄弟哈里曼公司 62 5
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 26,721 12.09 2,121 15.52
2025-07-28 NP PSCU - Invesco S&P SmallCap 公用事业和通信服务 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 8,532 4.65 658 1.23
2025-08-08 13F Avantax 咨询服务公司 7,228 3.79 557 -0.36
2025-08-18 NP PACIFIC SELECT FUND - PD 小盘价值指数投资组合 P 级 4,991 30.21 385 24.68
2025-08-13 13F 胜利资本管理公司 124,701 5.80 9,613 1.49
2025-08-14 13F Point72 亚洲(新加坡)私人有限公司有限公司 1,591 123
2025-06-20 NP JSMD - Janus Henderson 中小盘增长 Alpha ETF 8,953 11.48 711 14.89
2025-07-30 13F 达戴维森公司 6,384 3.62 492 -0.61
2025-08-12 13F 公共部门养老金投资委员会 142,860 7.68 11,013 3.29
2025-06-26 NP FSCAX - Nuveen 小盘价值基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, 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 48,364 17.00 3,839 20.57
2025-06-25 NP QIDX - Indexperts 优质盈利 ETF 859 159.52 68 172.00
2025-08-27 NP BBVSX - Bridge Builder 中小盘价值基金 64,414 500.82 4,966 476.66
2025-08-12 13F 顾问资产管理公司 13,644 11.56 1,052 7.03
2025-08-26 NP Profunds - Profund 小盘股价值副总裁 503 0.40 39 -5.00
2025-08-11 13F HighTower 顾问有限责任公司 6,219 11.07 479 6.44
2025-08-14 13F/A 巴克莱银行 79,170 39.19 6 50.00
2025-08-14 13F 水产资本管理有限责任公司 20,720 117.15 1,597 108.49
2025-08-11 13F 私人顾问集团有限责任公司 4,718 0.19 364 -3.97
2025-08-12 13F 布兰迪万全球投资管理有限公司 73,695 168.19 5,681 157.29
2025-06-30 NP SMDX - Intech 标准普尔小型中型多元化阿尔法 ETF 1,117 89
2025-08-06 13F 福卡斯金融公司 95,919 0.01 7,394 -4.06
2025-07-31 13F 奎斯特合作伙伴有限责任公司 19,044 130.98 1,468 121.75
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 8,016 5.77 636 9.09
2025-08-13 13F 裸金融服务公司 24 140.00 2
2025-06-27 NP EBIT - Harbor AlphaEdge 小型股收益者 ETF 265 11.34 21 16.67
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 102,634 2.74 8,147 5.86
2025-06-25 NP FYT - First Trust 小盘价值 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 5,887 33.70 467 67.38
2025-08-14 13F 普莱斯 T Rowe Associates Inc /md/ 40,802 3.91 3 0.00
2025-08-29 NP JAFEX - 总股票市场指数信托资产净值 706 4.90 54 0.00
2025-04-25 13F 斯莫尔伍德财富投资管理有限公司 192 15
2025-07-22 13F HFM投资顾问有限责任公司 3 200.00 0
2025-08-14 NP FLSPX - SPECTRUM FUND 零售类 Short -16,350 606.57 -1,260 1,135.29
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT 小盘价值投资组合 IB 级 5,757 55.59 444 49.16
2025-08-14 13F 都铎投资公司等 154,591 54.87 11,917 48.55
2025-06-26 NP DFAU - 维度美国核心股票市场 ETF 7,238 11.58 575 15.03
2025-08-13 13F Edgestream 合伙人有限合伙人 30,422 14.35 2,345 9.68
2025-08-19 NP RIFAX - 美国战略股票基金 0 -100.00 0 -100.00
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 1,270 0.24 98 -2.97
2025-08-12 13F 博克夫,那 6,299 3.09 486 -1.22
2025-08-14 13F Point72 资产管理有限合伙人 4,358 336
2025-07-28 NP XSHD - Invesco S&P SmallCap 高股息低波动性 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 9,155 16.67 707 12.96
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 39,218 58.75 3,023 52.29
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 207,607 9.58 16,023 6.08
2025-07-22 13F 湾港财富管理有限责任公司 2 100.00 0
2025-08-14 13F IHT 财富管理有限责任公司 2,607 0.50 201 -3.85
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 19,109 1.20 1,517 4.26
2025-06-26 NP DFUS - 维度美国股票 ETF 14,209 56.68 1,128 61.46
2025-08-14 13F 第一集团贸易有限公司 Put 100 8
2025-08-07 13F 伊利诺伊州市政退休基金 21,715 4.98 1,674 0.72
2025-08-14 13F 第一集团贸易有限公司 Call 100 8
2025-06-27 NP SUNAMERICA SERIES TRUST - SA 小型股指数投资组合 1 级 4,701 2.55 373 5.67
2025-08-14 13F 美国银行 /de/ 409,157 31.60 31,542 26.22
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 1,351,158 2.48 104,161 -1.70
2025-08-27 NP 保诚系列基金 - 小盘股票投资组合 I 类 37,499 0.67 2,891 -3.44
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 12,536 2.37 995 5.51
2025-08-13 13F Gamco Investors, Inc. 等 273,392 0.07 21,076 -4.01
2025-08-14 13F 法灵顿资本有限公司 3,178 245
2025-08-28 NP 新时代阿尔法基金信托 - NAA 机会基金 C 类 2,135 6.96 165 2.50
2025-08-04 13F 巴克财富策略有限责任公司 66,128 11.35 5,098 6.79
2025-07-09 13F 港湾资本顾问公司 258 7.95 0
2025-08-08 13F SG美洲证券有限责任公司 3,432 0
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 741 50.92 57 46.15
2025-08-28 NP ESIX - SPDR S&P SmallCap 600 ESG 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 324 25
2025-08-07 13F 奥尔沃斯金融有限公司 1,198 84.31 92 80.39
2025-08-14 13F 柯罗尼集团有限责任公司 8,046 0.14 620 -3.88
2025-08-14 13F 美世全球顾问公司 /adv 2,958 14.21 228 9.62
2025-08-14 13F 科维茨投资集团合作伙伴有限责任公司 2,840 0.07 219 -4.39
2025-04-01 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 4,953 9.60 382 7.63
2025-08-14 13F 金融引擎顾问有限责任公司 28,758 25.69 2,217 20.57
2025-08-28 NP HEJD - VictoryShares 对冲股票收益 ETF 440 22.56 34 17.86
2025-08-13 13F 阿蒙迪 6,887 547
2025-08-08 13F 等投资顾问公司 11,629 7.12 896 2.75
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 5,682 7.70 451 11.08
2025-07-29 NP EBI-长景优势ETF 522 40
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 953 10.69 74 7.35
2025-08-15 NP 罗伊斯价值信托公司 31,760 4.57 2,448 0.33
2025-08-11 13F 罗伊斯联合有限责任公司 31,760 4.57 2,448 0.33
2025-08-12 13F Legal & General 集团有限公司 112,041 5.37 8,637 1.08
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 2,209 6.20 170 1.80
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 668,442 9.26 51,530 4.80
2025-08-15 13F 摩根士丹利 430,896 7.86 33,218 3.46
2025-08-19 NP 西北互助系列基金公司 - 600 指数股票投资组合 14,875 2.97 1,147 -1.29
2025-08-14 13F 德肖公司 164,726 63.30 12,699 56.63
2025-08-14 13F 布雷文·霍华德资本管理有限责任公司 4,630 357
2025-08-06 13F 里亚托财富管理有限责任公司 1 0
2025-08-14 13F 法国巴黎银行套利公司 69,586 182.66 5,364 171.18
2025-08-11 NP CMEUX - 六圈管理股票投资组合美国无限制基金 10,908 3.75 841 -0.59
2025-08-13 13F 汇丰控股有限公司 6,748 13.34 525 8.94
2025-08-14 13F 瑞银资产管理美洲公司 78,778 72.60 6,073 65.54
2025-08-27 NP TIFF 投资计划 - TIFF 多元资产基金 Short -8,375 -36.25 -646 -38.86
2025-07-11 13F/A Financiere des Professionnels - 投资基金公司 2,051 158
2025-07-22 13F 旧国家银行/in/ 3,285 253
2025-08-12 13F 美国世纪公司 15,726 6.19 1,212 1.85
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 418,591 2.55 33,228 5.66
2025-06-27 NP PUI - Invesco DWA 公用事业动量 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 15,352 29.54 1,219 33.41
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 648,293 1.43 49,977 -2.71
2025-08-08 13F/A 斯特林资本管理有限公司 9,035 6.63 697 2.35
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 12,386 0.49 956 -2.75
2025-08-12 13F 恒线顾问公司 109,225 0.98 8,420 -3.13
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 945 6.78 73 1.41
2025-08-14 13F 魁北克储蓄银行 563,973 38.80 43,477 33.13
2025-08-08 13F 宾夕法尼亚州公立学校就业重新注册系统 10,758 7.47 829 3.11
2025-08-04 13F 资产标记公司 11 175.00 1
2025-07-15 13F 俄亥俄州公共雇员退休制度 613 3.90 47 0.00
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 14,696 11.27 1,167 14.65
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 2,050 5.34 163 8.72
2025-08-08 13F 大西洋信托有限责任公司 8 1
2025-05-15 13F 德克萨斯州永久学校基金 40,617 3,224
2025-08-13 13F 跳跃金融有限责任公司 4,070 314
2025-08-27 NP RYUIX - 公用事业基金投资者类别 2,141 45.35 165 39.83
2025-08-29 NP EES - WisdomTree 美国小型股基金 不适用 31,703 0.06 2,444 -4.05
2025-08-07 13F 洛杉矶资本管理有限公司 33,417 10.55 2,576 6.05
2025-08-11 NP CUSUX - 六环美国无约束股票基金 9,177 26.27 707 118.89
2025-06-18 NP GMRAX - 全国小盘指数基金 A 类 3,583 2.17 284 5.19
2025-08-04 13F 联合银行 11,950 0.22 1
2025-08-12 13F 指娱天地管理有限公司 4,905 13.91 378 9.25
2025-08-11 13F LSV资产管理 59,700 5
2025-08-14 13F Occudo 定量策略 Lp 4,675 360
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