机构和基金投资人持股 - 买家
在高山收入财产信托公司中开设新头寸的主要持有者包括 加贝利基金有限责任公司, Gamco Investors, Inc. 等, SMLV - SPDR SSGA 美国小盘低波动指数 ETF, 全国可变保险信托 - NVIT GS 小盘股票洞察基金 Y 级, 联伯恩斯坦有限责任公司, 维维恩基金管理有限责任公司, RUSC - 美国小型股主动型股票ETF, 高盛可变保险信托 - 高盛小型股股票洞察基金机构, 美国合众银行\de\, UMA 金融服务公司, 科维斯特有限公司, 和 FLSPX - SPECTRUM FUND 零售类 .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | CWM有限公司 | 259 | 86.33 | 0 | |||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 13,749 | 4.70 | 202 | -7.76 | ||||
| 2025-07-28 | NP | HDG - ProShares 对冲复制 ETF | 16 | 6.67 | 0 | |||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 1,565 | 23 | ||||||
| 2025-08-26 | NP | 高盛可变保险信托 - 高盛小型股股票洞察基金机构 | 2,577 | 38 | ||||||
| 2025-07-28 | NP | VCSLX - 小盘股指数基金 | 8,331 | 74.22 | 128 | 60.76 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 13,734 | 4.58 | 202 | -7.76 | ||||
| 2025-06-26 | NP | DFGR - Dimensional 全球房地产 ETF | 14,371 | 15.10 | 222 | 5.71 | ||||
| 2025-08-26 | NP | QUANTITATIVE MASTER SERIES LLC - Master 小盘股指数系列 | 22,965 | 13.50 | 338 | -0.30 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 30,456 | 12.53 | 448 | -0.88 | ||||
| 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 | 268 | 13.08 | 4 | 0.00 | ||||
| 2025-07-10 | 13F | 奥利弗·拉戈尔·万万林投资集团 | 1,007 | 1.72 | 17 | 0.00 | ||||
| 2025-08-13 | 13F | 加贝利基金有限责任公司 | 246,134 | 3,621 | ||||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 332,426 | 3.65 | 4,890 | -8.80 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者美国小型股管理式 ETF | 544 | 60.00 | 8 | 60.00 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | 77,053 | 59.48 | 1,133 | 40.40 | ||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 74,593 | 90.40 | 1,097 | 67.48 | ||||
| 2025-08-20 | NP | RUSC - 美国小型股主动型股票ETF | 4,163 | 61 | ||||||
| 2025-08-13 | 13F | 文艺复兴科技有限公司 | 78,800 | 33.56 | 1,159 | 17.55 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/小型公司指数投资组合 IB 类 | 7,340 | 51.65 | 108 | 33.75 | ||||
| 2025-07-30 | NP | NETL - NetLease 企业房地产 ETF NETLease 企业房地产 ETF | 29,722 | 17.67 | 455 | 8.85 | ||||
| 2025-06-25 | NP | USRT - iShares 核心美国 REIT ETF | 31,199 | 4.69 | 482 | -3.98 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | 5,747 | 136.11 | 0 | |||||
| 2025-07-15 | 13F | 杰普森财富管理有限公司 | 10,307 | 152 | ||||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 36,744 | 6.94 | 541 | -5.92 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. 等 | 31,761 | 467 | ||||||
| 2025-06-27 | NP | EBIT - Harbor AlphaEdge 小型股收益者 ETF | 336 | 1.51 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | 嘉德财富管理有限公司 | 59,627 | 2.97 | 877 | -9.40 | ||||
| 2025-07-17 | 13F | 健全收入策略有限责任公司 | 1,047,055 | 10.15 | 15,402 | -3.08 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 34,823 | 2.84 | 512 | -9.54 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 16,326 | 3.42 | 240 | -8.75 | ||||
| 2025-08-14 | 13F | 两个 Sigma 顾问，有限合伙人 | 28,500 | 66.67 | 419 | 47.02 | ||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 75 | 150.00 | 1 | |||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 27,866 | 42.26 | 412 | 25.30 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT 微型资本投资组合 IB 级 | 2,643 | 19.76 | 39 | 5.56 | ||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 1,819 | 130.84 | 27 | 100.00 | ||||
| 2025-07-28 | NP | FXED - 稳健增强型固定收益 ETF | 23,695 | 1.12 | 363 | -6.44 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 11,380 | 167 | ||||||
| 2025-04-17 | NP | FLSPX - SPECTRUM FUND 零售类 | Short | -491 | -8 | |||||
| 2025-06-27 | NP | DASVX - Dunham 小盘价值基金 A 类 | 35,452 | 10.37 | 548 | 1.11 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 小型股成长投资组合 IB 类 | 3,530 | 242.72 | 52 | 200.00 | ||||
| 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 | 2,458 | 7.20 | 38 | -2.63 | ||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 10,709 | 879.78 | 158 | 772.22 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 354 | 63.89 | 5 | 66.67 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | 23,245 | 11.99 | 342 | -1.73 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 363 | 5 | ||||||
| 2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 13,790 | 203 | ||||||
| 2025-06-18 | NP | REBYX - 美国小盘Y类股票基金 | 96,643 | 3.58 | 1,493 | -5.09 | ||||
| 2025-08-13 | 13F | 特鲁投资资本有限公司 | 198,671 | 3.28 | 2,922 | -9.14 | ||||
| 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 | 72,692 | 0.05 | 1,114 | -7.56 | ||||
| 2025-07-24 | 13F | IFP 顾问公司 | 3 | 0 | ||||||
| 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 | 26,473 | 10.53 | 406 | 2.02 | ||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 136,982 | 1.49 | 2,015 | -10.68 | ||||
| 2025-08-27 | NP | RYMKX - 罗素 2000 1.5 倍策略基金 H 级 | 18 | 5.88 | 0 | |||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 22,297 | 59.95 | 0 | |||||
| 2025-08-11 | 13F | 科维斯特有限公司 | 114 | 0 | ||||||
| 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 | 15,098 | 2.33 | 222 | -9.76 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | 2,244 | 29.19 | 33 | 13.79 | ||||
| 2025-08-05 | 13F | 纽约梅隆银行 | 86,006 | 5.40 | 1,265 | -7.26 | ||||
| 2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 2,492 | 16.18 | 37 | 2.86 | ||||
| 2025-08-06 | 13F | 彭塞拉资本管理有限公司 | 68,843 | 1 | ||||||
| 2025-07-25 | NP | CZMSX - 多管理人小盘股票策略基金机构类别 | 15,245 | 10.39 | 234 | 2.19 | ||||
| 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 | 5,957 | 15.36 | 92 | 15.00 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 144,960 | 74.34 | 2,132 | 53.38 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 12,421 | 20.23 | 183 | 6.40 | ||||
| 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 | 17,647 | 6.35 | 270 | -1.82 | ||||
| 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 | 4,309 | 14.60 | 67 | 13.79 | ||||
| 2025-08-14 | 13F | 瑞银集团 | 43,419 | 175.03 | 639 | 142.59 | ||||
| 2025-08-26 | NP | Profunds - Profunds 小型股副总裁 | 29 | 3.57 | 0 | |||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 15,620 | 13.11 | 230 | -0.43 | ||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 169 | 2 | ||||||
| 2025-08-27 | NP | VEXMX - 先锋扩展市场指数基金投资者股票 | 203,852 | 3.55 | 2,999 | -8.90 | ||||
| 2025-08-12 | 13F | 恒线顾问公司 | 28,181 | 36.46 | 415 | 20.00 | ||||
| 2025-07-29 | NP | VRTIX - Vanguard Russell 2000 指数基金机构股票 | 62,706 | 9.15 | 961 | 0.84 | ||||
| 2025-06-27 | NP | RSSL - Global X Russell 2000 ETF | 7,540 | 5.19 | 116 | -3.33 | ||||
| 2025-08-12 | 13F/A | 波士顿合作伙伴 | 32,411 | 0.15 | 477 | -12.01 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | 39,848 | 43.42 | 586 | 26.29 | ||||
| 2025-08-13 | 13F | 坎布里亚投资管理有限公司 | 33,124 | 22.93 | 487 | 8.22 | ||||
| 2025-08-25 | NP | TMVAX - RBC Microcap Value Fund A 股 | 8,870 | 30.06 | 130 | 14.04 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 327,734 | 5.79 | 4,822 | -6.95 | ||||
| 2025-08-11 | 13F | 阿尔卑斯顾问公司 | 17,233 | 3.55 | 253 | -8.99 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 1,285 | 2,470.00 | 19 | |||||
| 2025-08-11 | 13F | 先锋集团公司 | 766,823 | 1.58 | 11,280 | -10.64 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares FTSE NAREIT 全股票 REIT 指数基金 | 18,429 | 0.08 | 285 | -8.39 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 87 | 180.65 | 0 | |||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT GS 小盘股票洞察基金 Y 级 | 14,514 | 214 | ||||||
| 2025-08-19 | NP | RIFBX - 美国小型股票基金 | 28,200 | 6.55 | 415 | -6.33 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 小型股指数投资组合 1 级 | 1,423 | 2.60 | 22 | -8.70 | ||||
| 2025-08-12 | 13F | 哈特兰顾问公司 | 553,630 | 0.11 | 8,144 | -11.93 | ||||
| 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 | 688 | 43.33 | 10 | 42.86 | ||||
| 2025-08-26 | NP | NSIDX - 北方小盘股指数基金 | 6,030 | 13.13 | 89 | -1.12 | ||||
| 2025-08-28 | NP | IWC - iShares 微型股 ETF | 28,392 | 1.72 | 418 | -10.52 | ||||
| 2025-06-23 | NP | PJARX - 小盘价值基金 II R-3 | 969 | 13.20 | 15 | 0.00 | ||||
| 2025-08-29 | NP | JAEWX - 小盘股指数信托资产净值 | 3,169 | 32.87 | 47 | 17.95 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 54 | 5.88 | 1 | |||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 23,958 | 2.24 | 352 | -9.97 | ||||
| 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 | 22,061 | 325 |
