SHC / Sotera Health Company - 机构投资人持股 - 买家

索特拉健康公司
US ˙ NasdaqGS ˙ US83601L1026

机构和基金投资人持股 - 买家

在索特拉健康公司中开设新头寸的主要持有者包括 高地资本管理基金顾问有限公司, 高地全球配置基金, 峰会步道顾问有限公司, HHCAX - Highland 多/空医疗保健基金 A 类, FNDA - 嘉信基本面美国小公司指数 ETF, Elo 相互养老保险公司, Fieldview 资本管理有限公司, 托罗索投资有限责任公司, GVLU - Gotham 1000 价值 ETF, AREX 资本管理有限合伙人, SFSNX - Schwab Fundamental 美国小公司指数基金机构股票, 虎钳技术公司, 111资本, 新时代阿尔法顾问有限责任公司, 新时代阿尔法可变基金信托 - NAA 小型股价值系列, DRW 证券有限责任公司, 环球保险及服务有限公司, 高尔文、高斯塔和斯坦有限责任公司, WSML - iShares MSCI 全球小型股 ETF, 和 EQ ADVISORS TRUST - EQ/大盘成长指数投资组合 IB 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
(%)
2025-08-12 13F 摩根大通公司 234,253 0.07 2,605 -4.58
2025-06-26 NP DFAS - 维度美国小型股 ETF 647,799 12.18 7,450 -5.91
2025-08-14 13F DRW 证券有限责任公司 11,907 132
2025-07-30 NP SPMIX - 标普中盘指数基金直接股票 5,549 14.01 68 1.52
2025-06-26 NP KCXIX - Knights of Columbus 美国全盘指数基金 I 股 634 0.79 7 -12.50
2025-07-29 NP TRPBX - T. Rowe 价格谱适度配置基金 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 31,253 25.39 383 23.23
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 102,963 658.92 1,184 536.56
2025-08-13 13F 基尔特集团有限公司 57 1
2025-08-29 NP STXG-Strive 1000 成长 ETF 298 4.56 3 0.00
2025-07-24 13F 资本顾问有限公司 1 0
2025-08-08 13F 新泽西州警察和消防员退休系统 59,114 6.58 657 1.70
2025-07-25 NP IVEG - iShares Emergent Food 和 AgTech 多部门 ETF 2,303 3.46 28 3.70
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 76,051 0.96 931 -0.96
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 45,368 2.20 522 -14.31
2025-08-14 13F 巴利亚斯尼资产管理有限公司 60,626 674
2025-08-07 13F 虎钳技术公司 13,337 148
2025-08-19 NP 西北互助系列基金公司 - 小盘价值投资组合 151,620 7.33 1,686 2.37
2025-07-18 13F 佛蒙特州信托公司 373 35.64 4 33.33
2025-08-27 NP TIFF 投资计划 - TIFF 多元资产基金 Short -1,181 -13
2025-08-22 NP QQMNX - Federated Hermes MDT 市场中性基金机构股票 0 -100.00 0 -100.00
2025-07-25 13F 俄勒冈州公务员退休基金 31,382 0.97 349 -3.87
2025-07-30 13F Securian 资产管理公司 11,673 0.96 130 -3.73
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 20,673 13.92 238 -4.44
2025-08-12 13F 动态技术实验室私人有限公司 22,855 254
2025-08-13 13F 景顺有限公司 319,156 4.16 3,549 -0.64
2025-08-14 13F 塞伊投资公司 21,949 92.96 244 84.85
2025-07-14 13F 伽玛投资有限责任公司 3,304 2.32 37 -2.70
2025-07-22 13F 湾港财富管理有限责任公司 9 200.00 0
2025-07-22 13F HFM投资顾问有限责任公司 13 550.00 0
2025-05-29 NP CSF - VictoryShares US Discovery 增强波动性 Wtd ETF 5,174 21.17 60 3.45
2025-08-20 NP QRPNX - AQR 另类风险溢价基金 N 级 Short -44,340 -1.19 -493 -5.74
2025-08-14 13F T. Rowe Price 投资管理公司 9,053,465 12.53 101 7.53
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 5,061,151 2.60 56,280 -2.15
2025-08-14 13F 两个西格玛证券有限公司 15,998 52.58 178 45.08
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 8,123 9.17 90 4.65
2025-07-28 13F 道明资产管理公司 200,922 10.87 2,234 5.73
2025-08-14 13F Point72 亚洲（新加坡）私人有限公司有限公司 8,760 97
2025-08-14 13F 加拿大皇家银行 14,818 197.07 164 177.97
2025-08-26 NP IWB - iShares Russell 1000 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 108,938 0.67 1,211 -3.97
2025-07-24 13F 罗纳德·布鲁信托公司 4,978 9.38 55 3.77
2025-08-06 13F 里亚托财富管理有限责任公司 15 0
2025-08-13 13F 帕克沃斯财富管理有限公司 4 0
2025-07-25 NP SCHM - 嘉信美国中型 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 403,612 1.90 4,940 0.02
2025-08-14 13F 拉扎德资产管理公司 34,974 230.60 0
2025-06-23 NP MGPIX - 中型成长型深度基金投资者类别 249 48.21 3 0.00
2025-08-08 13F SG美洲证券有限责任公司 9,278 0
2025-08-14 13F 维登咨询有限责任公司 17,419 23.93 194 18.40
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 217,136 8.27 2,658 6.28
2025-08-18 NP PACIFIC SELECT FUND - PD 中型股指数投资组合 P 级 3,433 1.78 38 -2.56
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - 美国可持续发展核心 1 投资组合股票 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 42,089 53.50 484 29.07
2025-08-14 13F 工程师 门经理 LP 68,848 166.32 766 154.15
2025-03-27 NP PTMC - Pacer Trendpilot 美国中盘 ETF 23,009 23.89 315 22.57
2025-08-26 NP GEIZX - 成长股票指数基金投资者 2,972 2,277.60 33 3,200.00
2025-08-12 13F 恒线顾问公司 402,749 2.02 4,479 -2.72
2025-06-24 NP SWMCX - 嘉信美国中盘指数基金 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 24,905 15.49 286 -3.05
2025-08-26 NP GVLU - Gotham 1000 价值 ETF 17,812 198
2025-07-11 13F 远远财务顾问有限责任公司 9,861 55.86 110 55.71
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 296,274 2.71 3,407 -13.83
2025-08-20 NP QNZNX - AQR 可持续多空股票碳意识基金 N 类 629 7
2025-08-14 13F 千禧管理有限公司 524,562 2,038.63 5,833 1,946.67
2025-08-14 13F 莱克伍德资本管理有限公司 3,062,739 8.69 34,058 3.66
2025-08-26 NP IUSV - iShares 核心标普美国价值 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 63,312 0.82 704 -3.83
2025-08-14 13F Point72香港有限公司 3,979 44
2025-08-28 NP TPSC - Timothy Plan 美国小盘股核心 ETF 37,895 79.07 421 71.14
2025-06-26 NP FSMDX - 富达中盘指数基金 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 495,859 4.37 5,702 -12.45
2025-08-13 13F 米格资本有限责任公司 5,282,339 3.29 58,740 -1.49
2025-08-14 13F 瑞银集团 1,414,667 4.03 15,731 -0.79
2025-08-12 13F 西北互助投资管理公司 34,224 0.64 381 -4.04
2025-08-12 13F 嘉信理财投资管理公司 1,499,611 5.96 16,676 1.05
2025-08-14 13F 普莱斯 T Rowe Associates Inc /md/ 100,526 3.02 1 0.00
2025-05-15 13F 积极财富管理 0 0
2025-07-25 NP WSML - iShares MSCI 全球小型股 ETF 9,009 110
2025-08-13 13F 百达资产管理控股公司 25,621 5.28 285 0.71
2025-07-08 13F 并行顾问有限责任公司 3,340 124.01 37 117.65
2025-07-31 13F 财通国际资产管理有限公司 3,583 33.15 40 25.81
2025-08-14 13F 斯蒂菲尔金融公司 30,400 338
2025-08-08 13F 拉森金融集团有限责任公司 182 264.00 2
2025-08-19 13F 怀俄明州 66,092 420.61 735 395.95
2025-08-26 NP TRSSX - T. Rowe Price 机构小型股票基金 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 1,327,528 7.75 14,762 2.76
2025-08-29 NP 高地全球配置基金 224,240 2,494
2025-08-13 13F 胜利资本管理公司 64,196 11.35 714 6.10
2025-07-21 13F 111资本 13,102 146
2025-06-26 NP DFUS - 维度美国股票 ETF 50,594 45.08 582 21.55
2025-08-14 13F Citadel 顾问有限公司 Call 41,700 52.19 464 45.14
2025-08-14 13F Citadel 顾问有限公司 88,037 22.81 979 17.13
2025-08-12 13F 全球退休合作伙伴有限责任公司 17 88.89 0
2025-08-13 13F 裸金融服务公司 108 1
2025-08-12 13F 普利股权公司 0 0
2025-07-15 13F 毅力家族办公室有限责任公司 34 0
2025-08-12 13F 维度基金顾问有限公司 4,264,205 16.47 47,423 11.08
2025-07-31 13F 奎斯特合作伙伴有限责任公司 49,590 7.50 551 2.61
2025-07-24 13F 高尔文、高斯塔和斯坦有限责任公司 11,054 123
2025-08-26 NP Profunds - Profunds 中型价值副总裁 591 11.72 7 0.00
2025-07-17 13F 迪努佐私人财富有限公司 32 100.00 0
2025-08-06 13F 石屋投资管理有限公司 19 0
2025-08-14 13F 黑暗森林资本管理有限公司 21,193 236
2025-08-29 NP JAEQX - 小型公司价值信托资产净值 32,860 6.31 365 1.39
2025-08-14 13F Xponance公司 18,651 5.64 207 0.98
2025-08-26 NP Profunds - Profunds 中型成长股副总裁 645 9.14 7 16.67
2025-08-14 13F Point72（迪拜国际金融中心）有限公司 1,726,276 192.61 19,196 179.09
2025-07-15 13F SJS投资咨询公司 19 18.75 0
2025-08-13 13F 北方信托公司 1,312,983 0.45 14,600 -4.21
2025-08-14 13F 托罗索投资有限责任公司 17,926 199
2025-08-29 NP HHCAX - Highland 多/空医疗保健基金 A 类 76,391 849
2025-08-26 NP TRMNX - T. Rowe Price 中盘指数基金 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 8,877 1.39 99 -3.92
2025-08-12 13F 管家合伙人投资咨询有限公司 31 0
2025-08-26 NP IRMAX - Voya RussellTM 中型股指数投资组合 ADV 级 12,599 4.21 140 0.00
2025-07-29 NP PRSIX - T. Rowe 价格谱保守配置基金 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 20,422 25.10 250 22.66
2025-08-21 NP MXMDX - Great-West S&P Mid Cap 400 指数基金投资者类别 76,933 8.46 855 3.39
2025-06-23 NP MDPIX - 中型深度投资者类别 562 23.79 6 0.00
2025-07-07 13F Versant 资本管理公司 1,165 191.25 13 200.00
2025-06-30 NP PRFZ - Invesco FTSE RAFI US 1500 中小型 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 67,373 16.34 775 -2.40
2025-08-12 13F Trexquant 投资有限责任公司 292,586 3,254
2025-08-14 13F 沃亚投资管理有限公司 22,118 17.49 246 11.87
2025-08-14 13F/A 巴克莱银行 248,308 148.61 3 100.00
2025-08-11 13F 新时代阿尔法顾问有限责任公司 12,720 141
2025-08-14 13F Point72 资产管理有限合伙人 180,371 2,006
2025-06-26 NP FIOOX - 富达系列大盘价值指数基金 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 51,343 3.00 590 -13.62
2025-08-14 13F 桥前资本有限责任公司 16,620 185
2025-08-12 13F 保德信金融公司 60,894 94.37 677 85.48
2025-08-14 13F 阿里斯泰亚资本有限公司 25,601 43.75 285 37.20
2025-08-26 NP IUSG - iShares 核心标普美国增长 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 57,848 1.98 643 -2.72
2025-08-26 NP IJH - iShares 核心标普中盘 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 4,993,072 0.33 55,523 -4.32
2025-08-27 NP JNL 系列信托 - JNL/Mellon 医疗保健行业基金 (I) 73,896 18.05 822 12.62
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 69,628 1.15 801 -15.16
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 832,824 0.05 10,194 -1.80
2025-08-28 NP SMMD - iShares Russell 2500 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 35,839 4.44 399 -0.50
2025-08-08 13F 宾夕法尼亚州公立学校就业重新注册系统 39,383 7.72 438 2.58
2025-05-15 13F 德克萨斯州永久学校基金 126,670 1,457
2025-08-11 13F 环球保险及服务有限公司 11,802 131
2025-06-25 NP WMLIX - 威尔明顿大盘策略基金 I 类股票 1,940 77.98 22 57.14
2025-08-05 13F 密歇根州退休系统 36,900 0.82 410 -3.76
2025-07-24 13F Jfs 财富顾问有限公司 57 200.00 1
2025-08-14 13F HRT金融有限责任公司 49,362 1
2025-08-13 13F 沃斯资本有限责任公司 750,000 50.00 8,340 43.05
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 3,312 6.09 37 0.00
2025-06-26 NP ETTOX - E*TRADE 免费总市场指数基金 33 0
2025-08-14 13F DME 资本管理有限合伙人 233,690 2,599
2025-07-11 13F/A Umb Bank 北美/月 2,635 112.84 29 107.14
2025-08-26 NP EQ ADVISORS TRUST - ATM 中盘波动率管理投资组合 K 级 14,119 5.46 157 0.64
2025-08-13 13F 挪威银行 863,943 9,607
2025-08-01 13F 德克萨斯州教师退休制度 23,707 4.10 264 -0.75
2025-08-26 NP BSMC - Brandes 美国中小盘价值 ETF 89,005 10.79 990 5.66
2025-07-15 13F 俄亥俄州公共雇员退休制度 48,635 4.05 541 -0.92
2025-09-04 13F/A 顾问集团控股公司 823 202.57 9 200.00
2025-07-15 13F 第五第三银行 1,917 20.49 21 16.67
2025-08-14 13F Deerfield Management Company, Lp（C 轮） 45,242 503
2025-03-28 NP LSEQ - Harbor 多空股票 ETF 0 -100.00 0 -100.00
2025-08-20 NP QSPIX - AQR 风格溢价另类基金 I 类 Short -222,332 -2.60 -2,472 -7.10
2025-08-28 NP SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 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 865 3.22 10 0.00
2025-08-29 NP JAFVX - 战略股权配置信托系列资产净值 25,026 0.69 278 -3.81
2025-08-13 13F 亚利桑那州退休系统 45,562 2.04 507 -2.69
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 19,235 2.94 214 -1.84
2025-08-12 13F 贝莱德公司 13,719,473 1.47 152,561 -3.23
2025-07-25 13F 海明顿财富管理 133 34.34 0
2025-08-14 13F 峰会步道顾问有限公司 139,735 1,554
2025-07-29 NP EBI-长景优势ETF 297 624.39 4
2025-08-14 13F 弗默尔有限公司 26,882 119.50 299 109.86
2025-08-14 13F 布斯贝基金管理有限公司 18,900 210
2025-06-26 NP DXUV-美国维度矢量股票 ETF 5,739 79.29 66 51.16
2025-07-09 13F 万通信托公司 Fsb/adv 431 205.67 5 300.00
2025-08-11 13F 先锋集团公司 14,910,510 0.09 165,805 -4.55
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 596 7
2025-08-12 13F CIBC 私人财富集团有限责任公司 47 1
2025-08-14 13F Ananym 资本管理有限公司 1,409,585 9.04 15,675 3.99
2025-08-04 13F 汉兹金融服务公司 406 2,036.84 0
2025-06-26 NP FLAPX - 富达 Flex 中型股指数基金 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 6,224 0.61 72 -15.48
2025-08-14 13F/A 斯科波斯实验室有限公司 735 129.69 8 166.67
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 177,090 2.52 1,969 -2.23
2025-08-26 NP EHLS - 均势多空 ETF Short -9,785 -53.07 -109 -55.56
2025-07-30 13F 第一公民银行和信托公司 61,610 265.79 685 249.49
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 89,170 0.50 1,091 -1.36
2025-07-29 NP IVOV - Vanguard S&P Mid-Cap 400 Value 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 60,939 2.23 746 0.27
2025-08-06 13F 真实财富设计有限责任公司 29 262.50 0
2025-08-13 13F 布兰德斯投资合伙公司 104,362 19.22 1,161 13.73
2025-06-26 NP PQCCX - PGIM QMA 中型核心股票基金 R6 级 685 10.48 8 -12.50
2025-08-26 NP EQ ADVISORS TRUST - EQ/大盘成长指数投资组合 IB 类 1,331 15
2025-08-07 13F 塞拉海洋有限责任公司 80 1
2025-03-27 NP REUYX - Y 类可持续股票基金 0 -100.00 0 -100.00
2025-08-14 13F AREX 资本管理有限合伙人 17,500 195
2025-08-19 NP Securian Funds Trust - SFT Index 400 中型基金 1 级 11,673 0.96 130 -3.73
2025-08-07 13F Parkside 金融银行与信托 417 110.61 5 100.00
2025-08-14 13F 格鲁斯金谢夫联合公司 414,095 61.59 4,605 54.08
2025-08-14 13F 瑞银资产管理美洲公司 532,347 55.23 5,920 48.05
2025-05-29 NP CSA - VictoryShares 美国小盘股波动性 Wtd ETF 4,064 6.22 47 -9.62
2025-08-14 13F 布雷文·霍华德资本管理有限责任公司 60,222 92.23 670 83.29
2025-06-26 NP DFQTX - 美国核心股票 2 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 121,212 40.15 1,394 17.55
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 6,403 1.91 74 -15.12
2025-06-24 NP SWLVX - 嘉信美国大盘价值指数基金 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 4,816 5.87 55 -11.29
2025-08-20 NP QCFIX - AQR CVX 融合基金 I 类 81 1
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 71,200 871
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 6,438 7.07 74 -9.76
2025-08-14 13F 富国银行/百万 446 1,138.89 5
2025-08-26 NP QAAGRX - T. Rowe 价格适度配置投资组合 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 3,233 21.91 36 16.67
2025-06-26 NP DFAC - 维度美国核心股票 2 ETF 503,809 21.58 5,794 1.97
2025-06-24 NP 创新者 ETF 信托 - 创新者美国小型股管理式 ETF 1,248 41.82 14 16.67
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 14,745 170
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent 中型股指数投资组合 A 类 36,091 0.64 401 -4.07
2025-08-13 13F EverSource 财富顾问有限责任公司 3,288 831.44 37 800.00
2025-07-28 NP MSSM - 摩根士丹利 Pathway 中小型股 ETF 6,350 11.72 78 10.00
2025-08-14 13F Fieldview 资本管理有限公司 18,557 206
2025-08-26 NP PRSVX - T. Rowe Price 小盘价值基金公司 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 1,668,909 10.56 18,558 5.44
2025-08-08 13F Mv 资本管理公司 181 448.48 2
2025-07-29 NP VRNIX - Vanguard Russell 1000 指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 21,618 6.45 265 4.35
2025-08-28 NP 新时代阿尔法可变基金信托 - NAA 小型股价值系列 12,720 141
2025-03-27 NP PAMC - Pacer Lunt MidCap 多因子交流发电机 ETF 12,356 34.30 169 33.07
2025-07-29 NP VRVIX - Vanguard Russell 1000 价值指数基金机构股票 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 81,338 9.56 996 7.57
2025-06-24 NP SWTSX - 施瓦布总股票市场指数基金 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 73,426 5.76 844 -11.25
2025-08-04 13F 资产标记公司 91 175.76 1
2025-08-08 13F 创意策划 20,186 15.26 224 9.80
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 691,882 2.22 7,694 -2.52
2025-08-13 13F Centiva 资本有限合伙人 26,023 289
2025-08-14 13F 科罗姆资本管理有限公司 1,556,635 174.14 17,310 161.47
2025-06-26 NP FLCOX - 富达大盘价值指数基金 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 65,731 7.92 756 -9.58
2025-08-14 13F ISAM 基金（英国）有限公司 22,357 249
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 246,457 60.16 2,834 34.38
2025-08-08 13F 哈特兰有限公司 486 5
2025-08-11 13F 布朗兄弟哈里曼公司 144 2
2025-07-22 13F Gsa资本合伙公司 20,918 0
2025-08-08 13F Geode资本管理有限公司 2,913,391 1.88 32,402 -2.85
2025-07-29 NP IVOO - Vanguard S&P Mid-Cap 400 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 228,261 6.61 2,794 4.65
2025-07-29 NP ESGV - 先锋ESG美国股票ETF ETF股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 33,162 6.75 406 4.65
2025-08-12 13F Elo 相互养老保险公司 51,436 572
2025-08-12 13F 熵技术有限公司 19,177 213
2025-08-14 13F 高地资本管理基金顾问有限公司 300,631 3,343
2025-08-14 13F 道富银行 4,537,765 0.03 50,460 -4.60
2025-08-26 NP OTCFX - T. Rowe Price 小盘股基金公司 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 2,655,338 13.22 29,527 7.98
2025-08-04 13F 阿拉巴马州退休制度 187,347 0.64 2,083 -4.01
2025-08-06 13F 福卡斯金融公司 273,874 0.01 3,045 -4.61
2025-08-14 13F 加州教师退休制度 144,003 1.57 1,601 -3.15
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - 美国 Social Core Equity 2 投资组合股票 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 24,137 135.07 278 97.86
2025-08-08 13F 安大略省教师养老金计划委员会 106,016 1,179
2025-07-25 13F 正义投资有限责任公司 17,878 38.30 199 32.00
2025-08-12 13F Legal & General 集团有限公司 254,274 3.87 2,828 -0.95
2025-07-31 13F 尼萨投资顾问有限公司 149 49.00 2 0.00
2025-08-14 13F 简街集团有限责任公司 50,695 564
2025-06-27 NP SUNAMERICA 系列信托 - SA 中型股指数投资组合 1 级 25,792 6.13 297 -11.11
2025-08-26 13F/A 路德教会的 Thrivent 金融 36,091 0.64 0
2025-08-29 NP STXK-Strive 小型股 ETF 4,864 3.58 54 0.00
2025-08-14 13F 雕塑家资本有限合伙人 11,500,000 27.25 127,880 21.35
2025-08-14 13F 艾雷尼克资本管理有限公司 3,712,011 19.08 41,278 13.57
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 86,481 0.17 1,059 -1.67
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 36,201 5.37 416 -11.68
2025-08-14 13F 威斯康星州投资委员会 54,504 7.35 606 2.54
2025-08-12 13F 美国世纪公司 16,875 0.90 188 -4.10
2025-08-14 13F 德肖公司 3,100,000 18.11 34,472 12.64
2025-08-05 13F Simplex 贸易有限公司 135 0.75 0
2025-07-29 NP TRSGX - T. Rowe 价格谱适度增长配置基金 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 72,860 17.78 892 15.56
2025-08-29 NP JAFEX - 总股票市场指数信托资产净值 4,809 5.18 53 0.00
2025-07-25 13F Envestnet 投资组合解决方案公司 65,975 312.78 734 294.09
2025-08-22 NP FIMVX - 富达中盘价值指数基金 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 23,627 39.12 263 32.32
2025-08-13 13F ExodusPoint 资本管理公司 381,772 45.85 4 33.33
2025-08-08 13F/A 斯特林资本管理有限公司 10,246 21.61 114 15.31
2025-07-25 NP NTIAX - 哥伦比亚中盘指数基金 A 类 130,334 0.80 1,595 -1.05
2025-08-14 13F 吉萨洛资本管理有限责任公司 141,376 1,572
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - 400 指数股票投资组合 73,680 0.62 819 -3.99
2025-08-14 13F 阿默普莱斯金融公司 149,510 2.39 1,663 -2.35
2025-08-13 13F 双峰财富顾问有限责任公司 1 0
2025-06-26 NP DFSTX - 美国小型股投资组合 - 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 861,541 2.88 9,908 -13.71
2025-08-28 NP IWR - iShares Russell 中型 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 534,619 4.93 5,945 0.07
2025-07-28 NP EQAL - Invesco Russell 1000 等权重 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 46,309 11.45 567 9.27
2025-07-14 13F 农商投资公司 112 28.74 1 0.00
2025-08-14 13F 美国银行 /de/ 916,156 40.22 10,188 33.72
2025-08-14 13F 哥谭资产管理有限公司 424,470 28.57 4,720 22.63
2025-08-14 13F 北卡罗来纳州财政部长 72,057 4.55 1
2025-06-26 NP DFEOX - 美国核心股票 1 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 64,717 170.77 744 127.52
2025-08-15 13F 摩根士丹利 2,104,440 34.76 23,401 28.51
2025-07-23 13F 路易斯安那州雇员退休制度 43,100 0.70 479 -4.01
2025-08-13 13F 两海资本 4,020,867 21.07 44,712 15.46
2025-08-26 NP GFSYX - 机构战略另类基金 -162 76.92
2025-08-14 13F 匡蒂诺资本管理有限公司 83,882 69.02 933 61.25
2025-08-05 13F Versor投资有限公司 45,300 504
2025-06-26 NP DFAU - 维度美国核心股票市场 ETF 50,167 17.69 577 -1.37
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