SFBS / ServisFirst Bancshares, Inc. - 机构投资人持股 - 买家

ServisFirst 银行股份公司
US ˙ NYSE ˙ US81768T1088

机构和基金投资人持股 - 买家

在ServisFirst 银行股份公司中开设新头寸的主要持有者包括 VIG - 先锋股息增值指数基金 ETF 股票, SDVY - First Trust SMID Cap Rising Dividend Achievers ETF, 耆那全球有限公司, 萨斯奎哈纳投资组合策略有限责任公司, 芝加哥期权交易所背心金融有限责任公司, 指数基金顾问公司, 吉布斯财富管理, 卡伦家族办公室有限责任公司, Readystate资产管理有限公司, 布雷文·霍华德资本管理有限责任公司, Avantax 规划合作伙伴公司, 丽都顾问有限责任公司, 信托信托公司, WSML - iShares MSCI 全球小型股 ETF, 环球保险及服务有限公司, PFM - Invesco Dividend Achievers ETF, RUSC - 美国小型股主动型股票ETF, SMDX - Intech 标准普尔小型中型多元化阿尔法 ETF, 法国巴黎银行资产管理控股公司, 和 怀俄明州 .

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
(%)
2025-06-26 NP CRSSX - 天主教责任投资小盘基金机构股 20,977 0.82 1,494 -20.84
2025-08-14 13F 水手有限责任公司 9,551 38.56 740 30.05
2025-08-14 13F 加拿大皇家银行 107,416 538.81 8,326 498.99
2025-07-23 NP CFSLX - 专栏小型股基金 44,601 7.33 3,320 -12.61
2025-08-27 NP RYDEX 可变信托 - Russell 2000(R) 1.5x 策略基金可变年金 14 7.69 1 0.00
2025-08-11 13F 先锋集团公司 5,947,809 0.77 461,015 -5.44
2025-08-05 13F 斯卡伯勒顾问有限责任公司 13 1
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 6,527 2.40 506 -3.99
2025-08-14 13F Deprince Race 和 Zollo Inc 465,210 26.04 36,058 18.27
2025-08-15 13F 龙骨点有限责任公司 22,512 0.33 1,745 -5.88
2025-08-13 13F 第一信托顾问有限公司 326,702 231.63 25,323 211.20
2025-08-28 NP TPSC - Timothy Plan 美国小盘股核心 ETF 5,702 37.23 442 28.57
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 14,044 32.47 1,000 4.06
2025-08-14 13F/A 斯科波斯实验室有限公司 214 637.93 17 700.00
2025-08-20 NP WMCVX - Wasatch 小盘价值基金投资者类别股票 This fund is a listed as child fund of Wasatch Advisors 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 261,779 12.87 20,290 5.91
2025-07-10 13F 交易所交易概念有限公司 1,268 98
2025-08-14 13F 沃亚投资管理有限公司 13,995 1.68 1,085 -4.58
2025-08-27 NP BBGSX - Bridge Builder 中小型股成长基金 270,725 53.99 20,984 44.50
2025-08-11 13F 入口点资本有限责任公司 4,259 330
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 4,569 4.79 325 -17.72
2025-08-28 NP IWO - iShares Russell 2000 Growth 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 451,719 251.52 35,013 229.87
2025-07-22 13F 湾港财富管理有限责任公司 4 300.00 0
2025-07-22 13F HFM投资顾问有限责任公司 3 200.00 0
2025-08-07 13F Campbell & CO 投资顾问有限责任公司 7,737 600
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 68,066 20.82 5,066 -1.61
2025-04-25 NP VFQY - Vanguard US Quality Factor 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 1,867 278.70 171 844.44
2025-08-18 13F/A 加拿大国家银行/fi/ 410 13.57 32 6.90
2025-07-10 13F 穆迪国家银行信托部 3,000 5.63 233 -0.85
2025-08-29 NP JAFVX - 战略股权配置信托系列资产净值 7,615 5.57 590 -0.84
2025-08-27 13F/A Squarepoint Ops LLC 35,089 62.20 2,720 52.24
2025-08-14 13F Aqr资本管理有限公司 11,016 22.55 854 14.96
2025-08-29 NP JAEWX - 小盘股指数信托资产净值 9,849 0.90 763 -5.33
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 2,667 5.04 190 -17.83
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 492 8.85 38 2.70
2025-08-13 13F 裸金融服务公司 94 308.70 7 600.00
2025-07-28 NP HDG - ProShares 对冲复制 ETF 67 11.67 5 -20.00
2025-07-30 13F 华莱士咨询集团有限责任公司 3,852 4.02 318 1.60
2025-07-25 NP WSML - iShares MSCI 全球小型股 ETF 2,912 217
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 管理波动性投资组合 IB 级 60,139 2.48 4,661 -3.84
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 34,897 286.50 2,705 262.95
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation 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 Short -2,996 -7
2025-08-26 NP VVICX - Voya VACS 指数系列 SC 投资组合 3,599 6.86 279 0.00
2025-07-09 13F 港湾资本顾问公司 165 21.32 0
2025-08-14 13F 萨斯奎哈纳国际集团有限责任公司 83,095 0.88 6,441 -5.35
2025-08-05 13F 蒙特利尔银行/can/ 28,507 0.50 2,210 -5.68
2025-07-31 13F 奎斯特合作伙伴有限责任公司 38,344 219.56 2,972 199.90
2025-08-14 13F 全新世顾问有限合伙人 5,851 76.29 454 65.33
2025-07-11 13F 多元化信托公司 22,086 16.31 1,712 9.12
2025-07-24 13F 卡伦家族办公室有限责任公司 8,015 621
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent 小盘股指数投资组合 A 类 36,944 0.18 2,864 -5.98
2025-06-27 NP RSSL - Global X Russell 2000 ETF 30,814 6.56 2,195 -16.29
2025-08-28 NP CIPMX - CHAMPLAIN 中型股基金顾问股票 505,000 32.89 39,143 24.70
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 80,202 3.66 5,969 -15.58
2025-08-14 13F 舍恩菲尔德战略顾问有限责任公司 4,204 326
2025-08-29 NP STXK-Strive 小型股 ETF 1,553 3.26 120 -3.23
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 24,315 27.09 1,732 -0.17
2025-08-14 13F/A 巴克莱银行 117,379 45.46 9 50.00
2025-08-14 13F 两西格码投资有限合伙人 3,465 13.46 269 6.35
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 1,404 29.64 109 21.35
2025-07-24 13F CWM 顾问有限责任公司 5,005 19.57 388 12.17
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 6,872 12.75 489 -11.41
2025-08-13 13F 北方信托公司 627,781 0.73 48,659 -5.48
2025-08-06 13F 里亚托财富管理有限责任公司 3 0
2025-08-27 NP RYDEX 可变信托 - S&P SmallCap 600 纯增长基金可变年金 451 28.12 35 17.24
2025-06-27 NP SUNAMERICA SERIES TRUST - SA 小型股指数投资组合 1 级 5,766 2.56 411 -19.45
2025-06-30 NP PFM - Invesco Dividend Achievers 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 1,586 113
2025-08-13 13F 宽博科技有限公司 9,392 728
2025-08-26 NP JDVSX - 摩根大通多元化基金 I 类 1,586 19.61 123 11.93
2025-08-14 13F Occudo 定量策略 Lp 14,505 1,124
2025-08-27 NP Jnl 系列信托 - Jnl 多管理人中盘基金 (a) 45,000 45.16 3,488 36.21
2025-08-12 13F 旅程战略财富有限公司 2,726 1.04 211 -4.95
2025-07-22 13F 卢肯投资分析有限责任公司 9,951 3.95 771 -2.41
2025-08-26 NP IJSIX - VY(R) 摩根大通小盘核心股票投资组合 I 类 17,562 12.87 1,361 5.91
2025-08-14 13F 普莱斯 T Rowe Associates Inc /md/ 44,530 8.31 3 0.00
2025-08-06 13F 法国巴黎银行资产管理控股公司 434 0
2025-08-11 13F 启发顾问有限责任公司 8,713 8.12 675 1.50
2025-05-30 NP 新时代阿尔法可变基金信托 - NAA 小型增长系列 2,566 43.35 212 39.74
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 13,499 7.97 1,046 1.36
2025-08-20 NP 全国可变保险信托 - NVIT GS 小盘股票洞察基金 Y 级 8,194 738.69 635 693.75
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 指数投资组合 A 类 18,579 5.32 1,440 -1.17
2025-06-26 NP DXUV-美国维度矢量股票 ETF 180 480.65 13 500.00
2025-08-14 13F 瑞银资产管理美洲公司 145,702 41.57 11,293 32.84
2025-08-13 13F 双峰财富顾问有限责任公司 106 9
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 58,184 2.71 4,510 -3.63
2025-08-04 13F 汉兹金融服务公司 99 1,137.50 0
2025-08-08 13F 宾夕法尼亚州公立学校就业重新注册系统 12,899 7.37 1,000 0.71
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 26,115 12.84 1,860 -11.39
2025-08-29 NP DON - WisdomTree 美国中型股股息基金 不适用 45,008 0.07 3,489 -6.11
2025-06-24 NP QASCX - 联邦 MDT 小盘股核心基金 A 类股票 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 53,100 10.00 3,782 -13.60
2025-08-27 NP VMNFX - 先锋市场中性基金投资者股票 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 Short -37,348 -4.48 -2,895 -10.37
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 13,907 0.67 990 -20.93
2025-08-12 13F 美洲投资伙伴公司 5,271 2.69 409 -3.55
2025-08-14 13F 布雷文·霍华德资本管理有限责任公司 6,824 529
2025-08-14 13F Xponance公司 4,008 4.78 311 -1.59
2025-08-14 13F 魁北克加丁储蓄银行联合会 13,273 4.36 1,029 -2.10
2025-05-23 NP EQ ADVISORS TRUST - 1290 VT 小盘价值投资组合 IB 级 5,841 1.34 482 -1.23
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 71,276 8.23 5,305 -11.86
2025-07-22 NP GSSC - 高盛 ActiveBeta(R) 美国小盘股 ETF 11,303 0.61 841 -18.03
2025-08-08 13F 大西洋信托有限责任公司 30 2
2025-08-06 13F 联邦股权服务有限公司 2,949 14.13 0
2025-08-12 13F 普利股权公司 Put 0 0
2025-06-26 NP DFUS - 维度美国股票 ETF 13,360 15.45 951 -9.34
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 39,500 5.61 3,062 -0.91
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
2025-07-24 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 273,697 0.45 20,371 -18.20
2025-08-14 13F 瓦萨奇顾问公司 507,316 12.57 39,322 5.64
2025-08-11 13F 环球保险及服务有限公司 2,691 209
2025-03-27 NP RSEAX - 美国战略股票基金A类 0 -100.00 0 -100.00
2025-08-13 13F 汇丰控股有限公司 14,150 78.75 1,106 70.26
2025-08-14 13F 法国巴黎银行套利公司 48,113 101.39 3,729 89.00
2025-08-13 13F 西北互助财富管理公司 2,094 6.35 162 0.00
2025-08-14 13F 美国银行 /de/ 115,051 44.08 8,918 35.21
2025-08-14 13F 富国银行/百万 452,942 16.45 35,107 9.27
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 2,897 225
2025-08-14 13F 沃伦·艾弗里特资产管理有限责任公司 158,295 8.40 12,269 1.72
2025-08-18 NP 太平洋精选基金 - 小盘股指数投资组合 I 类 13,777 6.65 1,068 0.00
2025-07-15 13F 俄亥俄州公共雇员退休制度 284 6.37 22 0.00
2025-08-13 13F 文艺复兴科技有限公司 16,800 102.41 1,302 90.07
2025-08-26 NP Profunds - Profund 小盘成长股副总裁 1,152 2.31 89 -4.30
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 238,052 18,451
2025-07-24 13F IFP 顾问公司 9 1
2025-05-15 13F 德克萨斯州永久学校基金 37,161 2,647
2025-07-25 13F 芝加哥期权交易所背心金融有限责任公司 14,679 1,138
2025-06-26 NP ISCG - iShares Morningstar 小盘成长 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 8,497 5.25 605 -17.24
2025-07-11 13F/A Umb Bank 北美/月 202 5.76 16 0.00
2025-07-23 13F Klp资本管理公司 11,000 6.80 853 0.24
2025-07-24 13F Jfs 财富顾问有限公司 51 2.00 4 -25.00
2025-07-29 NP EBI-长景优势ETF 360 1,614.29 27 2,500.00
2025-07-29 13F Arcus 资本合伙人有限责任公司 9,051 0.49 702 -5.65
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 14,881 1.68 1,060 -20.14
2025-08-08 13F 十字马克全球控股公司 3,678 0.96 285 -5.00
2025-07-25 13F 第五第三财富顾问有限责任公司 8,444 0.43 655 -5.76
2025-08-19 NP RIFBX - 美国小型股票基金 3,675 -426.38 285 -405.38
2025-08-08 13F 美国信安金融集团 1,057,557 0.06 81,972 -6.10
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 8,494 4.25 632 -15.05
2025-08-12 13F 尚普兰投资伙伴有限责任公司 2,566,528 15.75 198,932 8.61
2025-08-19 13F 怀俄明州 371 29
2025-07-25 13F 优素福资本管理有限公司 18,918 1.10 1,466 -5.11
2025-08-14 13F 维维恩基金管理有限责任公司 18,147 1,407
2025-06-26 NP TIEIX - TIAA-CREF 机构类别股票指数基金 58,630 40.81 4,176 10.60
2025-08-27 NP 高级系列信托 - Ast Jp Morgan 战略机会投资组合 12,692 19.63 984 12.21
2025-08-12 13F 艾根投资管理有限公司 3,153 244
2025-05-27 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 39,234 7.38 3,241 4.65
2025-08-14 13F 雷蒙德詹姆斯金融公司 214,181 0.23 16,601 -5.94
2025-08-12 13F 保德信金融公司 52,346 6.44 4,897 5.40
2025-08-27 NP RYRUX - Russell 2000 2x 策略基金 A 级股票 263 3.14 20 -4.76
2025-08-12 13F 坚决财富策略有限责任公司 4,257 0.21 330 -6.00
2025-08-14 NP FLSPX - SPECTRUM FUND 零售类 Short -17,479 20.06 -1,355 12.65
2025-07-15 13F 第五第三银行 276 5.75 21 0.00
2025-08-13 13F 罗素投资集团有限公司 41,568 6.78 3,222 0.22
2025-07-25 13F 海明顿财富管理 67 1.52 0
2025-08-13 13F EverSource 财富顾问有限责任公司 31,991 0.95 2,480 -5.27
2025-08-29 NP JAFEX - 总股票市场指数信托资产净值 917 4.44 71 -1.39
2025-07-28 NP MSSM - 摩根士丹利 Pathway 中小型股 ETF 2,166 12.75 161 -8.00
2025-07-29 13F 美国互助资本管理有限公司 153,323 0.28 11,884 -5.90
2025-08-07 13F Parkside 金融银行与信托 46 43.75 4 50.00
2025-08-26 NP SASVX - Virtus Ceredex 小盘价值股票基金 A 类 17,400 1.75 1,349 -4.53
2025-06-24 NP 创新者 ETF 信托 - 创新者美国小型股管理式 ETF 496 60.00 35 25.00
2025-08-14 13F 德肖公司 72,253 135.05 5,600 120.56
2025-06-18 NP REBYX - 美国小盘Y类股票基金 8,881 -331.70 633 -282.13
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 485 35.10 36 12.50
2025-08-27 NP 高级系列信托 - AST T. Rowe 价格增长机会投资组合 16,256 19.18 1,260 11.90
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 8,798 1.91 682 -4.49
2025-06-26 NP ETTOX - E*TRADE 免费总市场指数基金 5 0
2025-05-28 NP PACIFIC SELECT FUND - PD 小盘价值指数投资组合 P 级 5,995 42.74 495 39.44
2025-08-20 NP 全国可变保险信托 - NVIT 小盘指数基金 II 类 9,729 9.19 754 2.59
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 242 60.26 19 50.00
2025-07-15 13F 诺登集团有限公司 15,381 0.18 1,192 -5.99
2025-08-13 13F 雅各布斯资产管理有限公司 36,776 184.60 2,851 167.10
2025-08-04 13F 资产标记公司 14 366.67 1
2025-08-12 13F MAI资本管理 125 10
2025-08-14 13F 高盛集团公司 317,469 5.94 24,607 -0.59
2025-08-13 13F Ceredex 价值顾问有限责任公司 185,300 9.29 14,363 2.56
2025-08-28 NP BlackRock Funds V - 贝莱德战略收益机会投资组合投资者 A 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 Short -24,576 -56
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 小盘股指数 VIP A 级 7,907 2.98 613 -3.47
2025-08-14 13F 哥谭资产管理有限公司 722,950 556.32 17,011 657.73
2025-08-27 NP 高级系列信托 - AST 摩根大通全球主题投资组合 10,505 19.65 814 12.28
2025-07-25 13F 俄勒冈州公务员退休基金 11,563 0.87 896 -5.29
2025-06-23 NP PJARX - 小盘价值基金 II R-3 2,837 14.58 202 -9.82
2025-08-13 13F ExodusPoint 资本管理公司 44,262 3
2025-08-14 13F 布拉格金融顾问公司 419,620 0.45 32,525 -5.74
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 9,835 18.65 700 -6.79
2025-08-26 NP EQ ADVISORS TRUST - EQ/摩根士丹利小型股成长投资组合 IB 级 8,368 275.75 649 254.10
2025-07-22 NP FSCC - 联邦 Hermes MDT 小型股核心 ETF 196 262.96 15 250.00
2025-07-08 13F 北卡罗来纳州韦伯斯特银行 39 3
2025-09-04 13F/A 顾问集团控股公司 15,799 140.11 1,225 125.41
2025-08-27 NP RYMKX - 罗素 2000 1.5 倍策略基金 H 级 72 2.86 6 0.00
2025-08-12 13F LPL 金融有限责任公司 17,175 4.46 1,331 -1.99
2025-05-30 NP STMSX - Simt 税务管理中小盘基金 F 级 15,000 1,239
2025-08-14 13F 匡蒂诺资本管理有限公司 4,810 373
2025-08-07 13F 深刻顾问有限公司 4,048 5.72 314 -0.95
2025-08-15 13F 塔尔研究资本有限责任公司(TRC) 7,133 98.14 553 85.86
2025-06-27 NP EBIT - Harbor AlphaEdge 小型股收益者 ETF 168 24.44 12 -8.33
2025-08-26 NP WOOPX - 摩根大通无畏中型基金 I 类 30,018 28.80 2,327 20.83
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 32,188 7.85 2,292 -15.30
2025-08-25 NP 美国互助投资公司 - 小盘成长基金类别 62,298 10.02 4,829 3.25
2025-08-11 13F 科维斯特有限公司 571 152.65 0
2025-08-15 13F Captrust 财务顾问 18,671 0.61 1,447 -5.55
2025-08-15 13F 摩根士丹利 642,889 0.14 49,830 -6.03
2025-06-26 NP KCXIX - Knights of Columbus 美国全盘指数基金 I 股 221 6.76 16 -16.67
2025-08-13 13F 大都会人寿投资管理有限公司 30,777 4.04 2,386 -2.37
2025-06-26 NP DFAS - 维度美国小型股 ETF 150,341 8.25 10,707 -14.97
2025-08-14 13F 黑暗森林资本管理有限公司 44,981 32.69 3,486 24.50
2025-07-28 NP VCSLX - 小盘股指数基金 21,090 8.82 1,570 -11.41
2025-08-08 13F 拉森金融集团有限责任公司 28 33.33 2 100.00
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 773,997 0.80 59,993 -5.41
2025-08-27 NP SEASONS SERIES TRUST - SA 多管理小型股投资组合 1 级 1,669 2.96 129 -3.01
2025-08-15 13F CI 私人财富有限责任公司 5,194 97.57 403 85.25
2025-08-14 13F 联信银行 27,069 24.32 2,098 16.69
2025-08-13 13F 挪威银行 610,363 47,309
2025-08-28 NP SSSEX - 道富小盘股 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 1,585 3.26 123 -3.17
2025-08-06 13F 萨凡特资本有限责任公司 62,756 1.34 4,864 -4.91
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - 美国小型成长型投资组合机构类别 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 31,270 18.27 2,227 -7.09
2025-08-26 NP VSEIX - 摩根大通小盘股票基金 I 类 429,507 10.02 33,291 3.25
2025-08-13 13F 琼斯金融公司有限责任公司 41 13.89 3 50.00
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master 小盘股指数系列 89,439 3.43 6,932 -2.94
2025-08-13 13F 亚利桑那州退休系统 15,138 1.83 1,173 -4.40
2025-07-31 13F 尼萨投资顾问有限公司 812 6.28 63 -1.59
2025-08-20 NP RUSC - 美国小型股主动型股票ETF 623 48
2025-07-29 13F 积极财富管理 9 1
2025-07-24 13F 罗纳德·布鲁信托公司 52,447 106.25 4,065 93.57
2025-07-25 13F 指数基金顾问公司 11,505 892
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 64,110 13.69 4,566 -10.70
2025-06-24 NP BBSC - 摩根大通 BetaBuilders 美国小盘股 ETF 19,217 11.49 1,369 -12.42
2025-07-29 NP VRTTX - Vanguard Russell 3000 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 3,832 6.95 285 -12.84
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 4,836 13.39 375 6.25
2025-06-17 NP MMSMX - 多管理人美国小型股票基金 P 类股票 21,100 32.70 1,503 4.23
2025-05-28 NP BBVSX - Bridge Builder 中小盘价值基金 16,885 1.57 1,395 -0.99
2025-08-13 13F 丽都顾问有限责任公司 4,378 339
2025-08-14 13F Sagard 控股管理公司 24 2
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 511,968 2.17 36,462 -19.75
2025-08-12 13F 奥肖内西资产管理有限公司 7,807 49.44 605 40.37
2025-08-12 13F Legal & General 集团有限公司 139,653 0.83 10,821 -5.39
2025-08-14 13F 金融网络财富顾问有限责任公司 139 0.72 11 -9.09
2025-07-18 13F 精准财富策略有限责任公司 7,889 2.33 611 -3.93
2025-07-16 13F 阿拉斯加州税务部 29,927 7.58 2 0.00
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 1,575,452 2.06 122,113 -4.23
2025-07-23 13F 马里兰州退休金系统 14,766 0.72 1,145 -5.45
2025-08-12 13F 摩根大通公司 762,392 6.71 59,093 0.13
2025-06-26 NP DFAC - 维度美国核心股票 2 ETF 93,058 6.85 6,628 -16.07
2025-08-11 13F 独立顾问联盟 5,322 2.19 413 -4.19
2025-08-14 13F 萨斯奎哈纳投资组合策略有限责任公司 15,237 1,181
2025-08-27 NP 保诚系列基金 - 小盘股票投资组合 I 类 45,021 0.67 3,490 -5.52
2025-07-25 13F 正义投资有限责任公司 6,584 13.95 510 6.92
2025-08-28 NP DTSGX - 小型公司成长投资组合投资类别 59 5
2025-08-26 NP Profunds - Profunds 副总裁银行 587 3.35 45 -2.17
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 255,088 9.78 18,986 -10.60
2025-08-14 13F 拉扎德资产管理公司 571 23.86 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 92,713 0.89 6,901 -17.85
2025-08-19 NP GARTX - 高盛绝对回报跟踪基金 A 类 1,081 35.97 84 27.69
2025-06-26 NP DCOR - 维度美国核心股票 1 ETF 2,311 12.46 165 -11.83
2025-07-15 13F 贾里斯洛斯基,弗雷泽有限公司 306,182 1.34 23,732 -4.91
2025-08-14 13F Qube研究与技术有限公司 100,227 13.88 7,769 6.86
2025-08-18 NP 太平洋精选基金 - PD 小盘成长指数投资组合 P 类 1,750 131.18 136 117.74
2025-08-12 13F 公共部门养老金投资委员会 171,305 7.57 13,278 0.94
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 2,647 6.69 205 0.49
2025-08-14 13F 信托信托公司 3,288 255
2025-07-17 13F 珍尼·蒙哥马利·斯科特有限责任公司 7,613 20.40 1
2025-08-14 13F 瑞银集团 170,905 105.70 13,247 93.03
2025-07-30 13F 内华达州惠蒂尔信托公司 257 655.88 20 850.00
2025-08-26 NP Profunds - Profunds 小型股副总裁 118 3.51 9 0.00
2025-08-14 13F 联伯恩斯坦有限责任公司 66,009 0.03 5,116 -6.13
2025-07-11 13F 韦奇资本管理有限公司/NC 38,527 195.32 2,986 177.25
2025-08-08 13F 哈特兰有限公司 6,140 1.15 476 -5.19
2025-08-14 13F Numerai GP 有限责任公司 2,870 222
2025-08-14 13F Optiver控股有限公司 181 11.73 14 7.69
2025-08-13 13F 加州公务员退休制度 77,865 8.78 6,035 2.08
2025-08-14 13F 塞伊投资公司 218,074 24.88 16,903 17.18
2025-07-15 13F 毅力家族办公室有限责任公司 17 1
2025-08-19 NP 西北互助系列基金公司 - 600 指数股票投资组合 17,842 3.00 1,383 -3.36
2025-08-13 13F 吉布斯财富管理 10,734 832
2025-06-30 NP VIG - 先锋股息增值指数基金 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 268,229 19,103
2025-08-01 13F 贝西默集团公司 23,369 6.41 2 0.00
2025-06-26 NP DFAU - 维度美国核心股票市场 ETF 8,836 10.16 629 -13.48
2025-07-25 NP PMDAX - 中小型股股息收入基金 A 类 388,240 6.29 28,897 -13.44
2025-06-27 NP BIVIX - Invenomic 基金机构类别股票 Short -71,357 -5,082
2025-08-11 13F Avantax 规划合作伙伴公司 5,000 388
2025-08-27 13F/A 布林克资本投资有限公司 4,926 3.95 382 -2.56
2025-08-08 13F 新泽西州警察和消防员退休系统 11,473 3.22 889 -3.16
2025-08-28 NP BlackRock Series Fund, Inc. - 贝莱德全球配置投资组合 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 Short -98 -0
2025-08-27 NP RYRRX - 罗素 2000 基金 A 类 121 3.42 9 0.00
2025-08-04 13F 联合银行 14,331 0.01 1 0.00
2025-07-17 13F 罗利资本管理公司 3 0
2025-08-14 13F 拉弗蒂资产管理有限责任公司 35,760 0.85 2,772 -5.36
2025-08-12 13F 恒线顾问公司 141,283 2.36 10,951 -3.95
2025-08-14 13F 加州教师退休制度 47,866 0.08 3,710 -6.08
2025-08-07 13F Readystate资产管理有限公司 7,263 563
2025-08-14 13F 水产资本管理有限责任公司 16,320 438.08 1,265 405.60
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 126,291 2.86 8,994 -19.21
2025-07-31 13F 新泽西州共同养老基金 D 25,632 16.15 1,987 9.00
2025-08-14 13F 耆那全球有限公司 26,924 2,087
2025-07-03 13F TrueWealth 顾问有限责任公司 65,563 0.01 5,082 -6.15
2025-07-08 13F 阿灵顿信托有限责任公司 3,357 0.21 260 -5.80
2025-08-12 13F 科尔德斯特里姆资本管理公司 4,138 17.29 321 9.97
2025-08-12 13F XTX Topco有限公司 6,886 534
2025-06-30 NP SMDX - Intech 标准普尔小型中型多元化阿尔法 ETF 555 40
2025-07-21 13F 美洲咨询服务有限责任公司 386 30
2025-08-25 NP Calvert Variable Products, Inc. - Calvert VP Russell 2000 小型股指数投资组合 - I 类 5,271 2.69 409 -3.55
2025-08-26 NP NSIDX - 北方小盘股指数基金 23,856 2.78 1,849 -3.55
2025-08-13 13F 纽约州共同退休基金 16,430 4.45 1 0.00
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