SJW / SJW Group - 机构投资人持股 - 买家

SJW集团
US ˙ NasdaqGS ˙ US7843051043
该符号不再有效

机构和基金投资人持股 - 买家

在SJW集团中开设新头寸的主要持有者包括 Adage 资本合伙人有限公司, Vennlight 资本管理有限公司, 罗杰斯兄弟公司, 优点投资组合管理, 简街集团有限责任公司, CZMSX - 多管理人小盘股票策略基金机构类别, BlackRock Funds II - 贝莱德多元资产收益投资组合投资者 C 股, USCAX - 小盘股票基金份额, QASCX - 联邦 MDT 小盘股核心基金 A 类股票, SSMAX - Siit 中小盘股票基金 - A 类, SMLV - SPDR SSGA 美国小盘低波动指数 ETF, ONEQ - 富达纳斯达克综合指数跟踪股票, VSTCX - 先锋战略小型股票基金投资者股票, AGCVX - 全球小型基金投资者类别, 沃隆资本管理有限公司, 财富增值咨询服务有限公司, WSCVX - 北极星小盘价值基金投资者类别, 百富金融集团有限责任公司, 吉特曼财富管理有限责任公司, 和 贝莱德基金 II - 贝莱德动态高收入投资组合投资者 A .

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
(%)
2025-07-28 NP TOLZ - ProShares DJ 布鲁克菲尔德全球基础设施 ETF 2,240 17.59 118 17.00
2025-08-11 13F 野村资产管理有限公司 0 0
2025-07-28 NP VCSLX - 小盘股指数基金 13,476 5.48 707 5.21
2025-08-27 NP 保诚系列基金 - 小盘股票投资组合 I 类 27,985 3.90 1,454 -1.29
2025-07-25 NP CZMSX - 多管理人小盘股票策略基金机构类别 36,600 1,921
2025-08-06 NP 林肯可变保险产品信托 - LVIP SSGA 中小盘 200 基金标准级 22,225 388.14 1,155 363.86
2025-07-29 NP EBI-长景优势ETF 389 20
2025-07-14 13F 梅森有限责任公司 703 37
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 1,446 6.72 82 20.59
2025-07-24 13F IFP 顾问公司 232 12
2025-08-01 13F 贝西默集团公司 63 53.66 0
2025-07-21 13F 美洲咨询服务有限责任公司 369 19
2025-08-14 13F 魁北克加丁储蓄银行联合会 4,083 212
2025-08-27 NP TIFF 投资计划 - TIFF 多元资产基金 4,415 143.12 229 131.31
2025-06-26 NP DFAC - 维度美国核心股票 2 ETF 35,314 17.08 2,004 32.21
2025-08-26 NP FIW - First Trust Water 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 424,826 0.57 22,078 -4.43
2025-08-14 13F 萨斯奎哈纳投资组合策略有限责任公司 7,900 411
2025-08-14 13F 弗默尔有限公司 49,436 889.91 2,569 841.03
2025-08-04 13F 联合银行 8,939 2.17 0
2025-08-14 13F 沃隆资本管理有限公司 7,013 364
2025-08-28 NP CBHAX - 胜利市场中性收益基金 A 类 95,148 14.11 4,945 8.42
2025-08-12 13F Legal & General 集团有限公司 486,999 8.71 25,315 3.28
2025-08-13 13F 胜利资本管理公司 377,751 12.71 19,632 7.10
2025-07-25 13F 海明顿财富管理 50 28.21 0
2025-08-26 NP Profunds - Profund 小盘股价值副总裁 680 3.03 35 -2.78
2025-08-04 13F 创意金融设计公司 /adv 2,266 0.71 118 -4.88
2025-08-08 13F SBI 证券股份有限公司 82 2.50 4 0.00
2025-05-28 NP MSEFX - Litman Gregory Masters 股票基金机构类 11,891 70.97 650 90.06
2025-07-28 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 17,963 845.92 943 842.00
2025-06-25 NP CCNR - ALPS | CoreCommodity 自然资源 ETF 20,509 14.14 1,164 28.94
2025-08-13 13F 专题资产管理 106,246 10.39 5,522 4.90
2025-08-26 NP IFRA - iShares 美国基础设施 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 385,494 24.64 20,034 18.45
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 166,182 0.74 8,721 0.38
2025-07-22 13F HFM投资顾问有限责任公司 2 100.00 0
2025-08-26 NP AWTAX - AllianzGI 全球水基金 A 级 232,932 27.77 12,105 21.41
2025-08-13 13F 马歇尔·韦斯律师事务所 507,568 87.64 26,378 78.31
2025-08-22 NP FEAC - 富达增强型美国全市值股票 ETF 45 2
2025-08-20 NP 全国可变保险信托 - NVIT 小盘指数基金 II 类 6,036 5.27 314 0.00
2025-08-07 13F 基调金融服务有限公司 46,134 0.45 2,398 -4.54
2025-08-11 NP CMEUX - 六圈管理股票投资组合美国无限制基金 9,385 8.36 488 2.96
2025-08-28 NP Humankind Benefit Corp - Humankind 美国股票 ETF 1,928 22.03 100 16.28
2025-08-14 13F 布雷文·霍华德资本管理有限责任公司 20,164 1,048
2025-08-13 13F EverSource 财富顾问有限责任公司 534 198.32 28 200.00
2025-08-13 13F 亚利桑那州退休系统 9,449 4.47 491 -0.61
2025-08-28 NP SPWIX - Simt 小盘成长基金 I 类 3,300 172
2025-08-28 NP TPSC - Timothy Plan 美国小盘股核心 ETF 10,358 3.33 538 -1.82
2025-08-13 13F 双峰财富顾问有限责任公司 96 5
2025-08-27 NP CFWAX - 卡尔弗特全球水基金 A 级 124,136 1.45 6,451 -3.60
2025-07-23 NP WSCVX - 北极星小盘价值基金投资者类别 5,800 304
2025-08-08 13F 大西洋信托有限责任公司 7 0
2025-08-14 13F 原子投资者有限合伙人 59,846 50.06 3,110 42.60
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 13,868 1.32 787 14.41
2025-08-14 13F Ieq资本有限公司 20,361 58.11 1,058 50.28
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 1,585 4.14 82 -1.20
2025-08-26 13F/A 路德教会的 Thrivent 金融 22,873 2.91 1 0.00
2025-08-11 13F 百富金融集团有限责任公司 4,355 226
2025-08-07 13F 肯彭资本管理公司 71,016 3,691
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 3,977 4.25 226 17.80
2025-04-17 NP FLRUX - 保守配置基金零售类 936 928.57 51 750.00
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 168,162 9.89 8,825 9.50
2025-08-13 13F Gamco Investors, Inc. 等 58,565 1.04 3,044 -4.01
2025-08-14 13F 瑞银集团 109,677 19.67 5,700 13.71
2025-08-11 NP CUSUX - 六环美国无约束股票基金 7,886 17.82 410 5.96
2025-09-04 13F/A 顾问集团控股公司 865 72.31 46 66.67
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 736 7.76 38 2.70
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 2,981 7.70 155 1.99
2025-08-13 13F 阿蒙迪 1,227,345 1.24 66,707 0.57
2025-06-26 NP 贝莱德基金 II - 贝莱德动态高收入投资组合投资者 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 1,440 82
2025-08-14 13F HRT金融有限责任公司 25,716 33.56 1 0.00
2025-08-13 13F 汇丰控股有限公司 12,680 131.98 654 115.84
2025-08-01 13F 戴维环球基金管理有限公司 27,539 8.40 1,431 3.02
2025-08-12 13F SRS 资本顾问公司 186 644.00 10 800.00
2025-08-22 NP 可变保险产品基金 II - 纪律严明的小型股投资组合初始类别 9,649 3.26 501 9.15
2025-08-13 13F 联合爱马仕有限公司 23,662 13,045.56 1,230 13,555.56
2025-08-05 13F Versor投资有限公司 24,100 289.40 1,252 270.41
2025-07-22 NP FSCC - 联邦 Hermes MDT 小型股核心 ETF 302 16
2025-08-12 13F 瑞士国家银行 62,000 1.47 3,222 -3.56
2025-08-13 13F 永星资产管理有限公司 14,052 181.04 730 167.40
2025-08-14 13F 塞伊投资公司 22,876 16.16 1,189 10.31
2025-04-17 NP FLMFX - MUIRFIELD FUND 零售类 5,450 1,033.06 298 893.33
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 40,760 4.21 2,313 17.72
2025-08-26 NP NMFIX - 多管理人全球上市基础设施基金 6,321 24.55 329 18.41
2025-08-15 13F 塔尔研究资本有限责任公司（TRC） 3,001 148.43 156 134.85
2025-08-28 NP BULIX - 公用事业基金投资者类别 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 96,408 187.47 5,010 164.10
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 486,506 3.36 25,284 -1.79
2025-08-04 13F ELCO管理有限公司 4,895 13.47 254 8.09
2025-07-08 13F 并行顾问有限责任公司 48 860.00 2
2025-07-14 13F UMA 金融服务公司 17 1
2025-08-08 13F 拉森金融集团有限责任公司 436 3,014.29 23
2025-07-16 13F 签名有限责任公司 55 3
2025-08-14 13F 加拿大皇家银行 24,488 155.67 1,272 142.75
2025-06-26 NP DXUV-美国维度矢量股票 ETF 198 11.24 11 37.50
2025-08-14 13F 瑞银资产管理美洲公司 172,985 14.92 8,990 9.21
2025-07-29 NP JSTC - Adasina 社会正义全盘全球 ETF 2,837 36.92 149 35.78
2025-07-29 NP SIXL - 6 Meridian 低 Beta 股票策略 ETF 14,691 12.25 771 11.76
2025-08-13 13F 杰克逊溪投资顾问有限责任公司 28,990 2
2025-08-11 13F Martingale 资产管理公司 7,788 405
2025-07-25 13F 优素福资本管理有限公司 11,582 3.20 602 -1.96
2025-08-06 13F 南州公司 1,500 14,900.00 78
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 904 25.73 47 17.95
2025-08-07 13F 伊利诺伊州市政退休基金 15,798 5.16 821 0.00
2025-08-14 13F Aqr资本管理有限公司 75,133 167.08 3,905 153.84
2025-08-12 13F CenterBook 合作伙伴有限责任公司 47,131 13.95 2,449 8.27
2025-08-06 13F 真实财富设计有限责任公司 123 459.09 6 500.00
2025-08-19 13F 怀俄明州 1,097 57
2025-08-04 13F 阿特里亚投资有限公司 12,273 78.00 638 68.97
2025-07-29 NP SIXS - 6 Meridian 小盘股 ETF 19,509 70.37 1,024 62.38
2025-08-13 13F 琼斯金融公司有限责任公司 8 0
2025-07-24 13F CWM 顾问有限责任公司 5,309 276
2025-08-11 13F 罗斯柴尔德投资有限公司 75 25.00 4 0.00
2025-08-14 13F 德肖公司 16,003 832
2025-08-13 13F 挪威银行 101,207 5,260
2025-08-12 13F 德意志银行\ 47,629 5.91 2,475 0.65
2025-08-14 13F 简街集团有限责任公司 Call 37,500 1,949
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 341,570 3.70 19,381 17.14
2025-08-14 13F 范埃克联合公司 10,707 3.45 1
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 40,568 2.59 2,108 -2.50
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 2,324 10.19 132 24.76
2025-06-24 NP BBSC - 摩根大通 BetaBuilders 美国小盘股 ETF 10,372 11.48 589 25.91
2025-08-27 NP VSTCX - 先锋战略小型股票基金投资者股票 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 9,233 480
2025-08-12 13F MAI资本管理 78 1,200.00 4
2025-04-17 NP FLFGX - 全球配置基金零售类 292 284.21 16 200.00
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 12,678 665
2025-07-25 13F CWM有限公司 4,717 238.14 0
2025-06-23 NP PJARX - 小盘价值基金 II R-3 37,309 1,542.12 2,117 1,756.14
2025-08-14 13F 两西格码投资有限合伙人 119,956 639.97 6,234 603.61
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 18,423 0.85 967 0.42
2025-08-14 13F Adage 资本合伙人有限公司 100,000 5,197
2025-07-24 13F 美国合众银行\de\ 1,527 190.86 79 182.14
2025-07-28 NP MSSM - 摩根士丹利 Pathway 中小型股 ETF 1,464 18.16 77 16.92
2025-07-29 NP SSMAX - Siit 中小盘股票基金 - A 类 19,600 1,029
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 25,215 3.28 1,310 -1.87
2025-08-14 13F/A 巴克莱银行 77,903 50.15 4 100.00
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 7,288 8.18 382 7.91
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 18,480 960
2025-08-12 13F 摩根大通公司 148,507 26.11 7,718 19.83
2025-07-22 NP GSSC - 高盛 ActiveBeta(R) 美国小盘股 ETF 3,452 0.64 181 0.56
2025-07-22 NP DSMFX - 目的地中小型股票基金 I 类 919 6.24 48 6.67
2025-08-14 13F 联信银行 12,400 5.85 644 0.63
2025-07-23 13F 冯托贝尔控股有限公司 21,663 27.38 1,126 20.97
2025-07-30 13F 道德公司 15,901 133.29 824 123.31
2025-08-13 13F 埃斯塔布鲁克资本管理公司 206 0.98 11 -9.09
2025-08-26 NP FLQS - 富兰克林 LibertyQ 美国小盘股 ETF 2,185 9.14 114 3.67
2025-06-26 NP TISEX - TIAA-CREF 机构级量化小型股票基金 181,790 16.52 10,315 31.62
2025-08-12 13F Nuveen有限责任公司 270,940 1.70 14,081 -3.36
2025-06-26 NP DCOR - 维度美国核心股票 1 ETF 1,551 51.17 88 72.55
2025-08-14 13F 联伯恩斯坦有限责任公司 84,186 47.85 4,375 40.49
2025-08-14 13F 富国银行/百万 40,062 5.68 2,082 0.43
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 19,823 1,125
2025-07-24 NP FNCMX - 富达纳斯达克综合指数基金 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 20,874 47.81 1,095 47.38
2025-06-26 NP DFUS - 维度美国股票 ETF 10,192 51.13 578 71.01
2025-07-11 13F 远远财务顾问有限责任公司 15 15.38 1
2025-07-31 13F 奎斯特合作伙伴有限责任公司 15,238 53.42 792 45.67
2025-08-05 13F Simplex 贸易有限公司 Call 1,300 0
2025-07-28 13F 纽约州教师退休制度 18,374 0.55 1
2025-07-15 13F 毅力家族办公室有限责任公司 16 1
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 708 13.28 37 15.63
2025-08-05 13F Simplex 贸易有限公司 925 2,212.50 0
2025-07-16 13F 阿拉斯加州税务部 18,493 10.29 1
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 43,116 1.39 2,446 14.51
2025-08-08 13F SG美洲证券有限责任公司 35,645 242.44 2
2025-05-15 13F 德克萨斯州永久学校基金 14,951 848
2025-08-14 13F 巴利亚斯尼资产管理有限公司 35,010 7.30 1,819 1.96
2025-08-14 13F 两个 Sigma 顾问，有限合伙人 17,300 899
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 5,118 2.20 266 -2.93
2025-04-17 NP FLDGX - 动态配置基金零售类 2,725 329.13 149 246.51
2025-07-07 13F Versant 资本管理公司 972 284.19 51 284.62
2025-06-26 NP BlackRock Funds II - 贝莱德多元资产收益投资组合投资者 C 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 35,607 2,020
2025-08-14 13F Vennlight 资本管理有限公司 94,266 4,899
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 6,173 4.77 324 4.19
2025-07-31 13F 尼萨投资顾问有限公司 488 7.02 25 4.17
2025-07-25 13F 俄勒冈州公务员退休基金 7,110 2.89 370 -2.12
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 6,581 19.55 373 35.14
2025-08-12 13F 美国世纪公司 262,261 13,630
2025-08-06 13F 法国巴黎银行资产管理控股公司 463 0
2025-08-12 13F 公共部门养老金投资委员会 106,002 10.51 5,509 5.01
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 2,449 17.18 129 16.36
2025-07-28 NP AVSBX - Avantis 美国小型股股票基金 G 类 888 47
2025-08-11 13F 启发顾问有限责任公司 12,098 629
2025-08-27 NP 安联可变保险产品信托 - AZL 小盘股指数基金 2 级 9,780 1.27 508 -3.79
2025-06-27 NP EBIT - Harbor AlphaEdge 小型股收益者 ETF 198 1.54 11 22.22
2025-07-15 13F 巴伦坦合作伙伴有限责任公司 7,714 401
2025-09-11 NP NCVLX - Nuance 集中价值基金机构类别股票 76,859 27.30 3,712 8.35
2025-08-13 13F 裸金融服务公司 49 512.50 3
2025-08-08 13F 创意策划 12,062 40.19 627 33.19
2025-09-11 NP NMVLX - Nuance 中盘价值基金机构类别 359,444 24.58 17,358 6.03
2025-08-14 13F 普莱斯 T Rowe Associates Inc /md/ 28,110 4.22 1 0.00
2025-08-29 NP JAFEX - 总股票市场指数信托资产净值 576 9.30 30 3.57
2025-08-12 13F 富兰克林资源公司 110,477 16.58 5,741 10.79
2025-05-15 13F 卡伦资本管理有限责任公司 5,634 308
2025-08-14 13F Citadel 顾问有限公司 Put 5,000 150.00 260 137.61
2025-07-23 13F Klp资本管理公司 6,900 13.11 359 7.51
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 444 9.36 23 4.55
2025-08-14 13F 齐默合伙人有限合伙人 460,000 454.22 23,906 426.68
2025-07-30 NP AQWA - Global X 清洁水 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., 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 1,772 5.10 93 4.55
2025-08-14 13F 加拉格尔信托顾问有限责任公司 7,550 22.68 392 16.67
2025-08-14 13F Citadel 顾问有限公司 Call 114,200 7,513.33 5,935 7,136.59
2025-07-29 13F 美国互助资本管理有限公司 123,373 36.67 6,412 29.88
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 19,784 16.63 1,038 16.24
2025-08-14 13F 水手有限责任公司 38,380 11.03 1,995 5.50
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 42,556 6.79 2,233 6.43
2025-08-08 13F 美国信安金融集团 154,288 2.24 8,018 -2.85
2025-07-23 13F 马里兰州退休金系统 37,175 7.75 1,932 2.39
2025-08-14 13F 匡蒂诺资本管理有限公司 15,222 193.80 791 179.51
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 1,015,997 1.30 52,801 -3.74
2025-07-28 NP AGCVX - 全球小型基金投资者类别 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 7,438 390
2025-06-24 NP 创新者 ETF 信托 - 创新者美国小型股管理式 ETF 177 59.46 10 100.00
2025-08-08 13F/A 斯特林资本管理有限公司 860 49.05 45 41.94
2025-08-25 NP FTRI - First Trust Indxx 全球自然资源收益 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 7,291 10.49 379 5.00
2025-06-26 NP DFAS - 维度美国小型股 ETF 95,765 3.40 5,434 16.79
2025-08-11 13F 美国信安证券公司 170 2,328.57 9
2025-07-11 13F/A Umb Bank 北美/月 168 46.09 9 33.33
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 96,014 2.91 5,039 2.54
2025-08-28 NP HEJD - VictoryShares 对冲股票收益 ETF 660 22.91 34 17.24
2025-08-19 NP 西北互助系列基金公司 - 600 指数股票投资组合 11,041 6.52 574 1.24
2025-08-18 NP 太平洋精选基金 - 小盘股指数投资组合 I 类 8,694 3.77 452 -1.53
2025-08-13 13F 维加投资解决方案 236 12
2025-08-14 13F 麦格理集团有限公司 19,184 48.22 997 40.88
2025-08-11 13F 道夫菲尔普斯投资管理公司 232,932 27.77 12,105 21.41
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 4,257 12.06 242 26.84
2025-06-26 NP USCAX - 小盘股票基金份额 21,430 1,216
2025-08-14 13F 霍奇基斯和威利资本管理有限公司 225,490 5.05 11,719 -0.18
2025-08-15 13F 大西人寿保险公司 /can/ 53,546 7.31 3 0.00
2025-08-18 13F 吉诺斯财富管理公司 24 1
2025-08-08 13F 新泽西州警察和消防员退休系统 7,237 3.37 376 -1.57
2025-06-27 NP RSSL - Global X Russell 2000 ETF 20,328 6.73 1,153 20.61
2025-08-14 13F 美国银行 /de/ 89,470 3.80 4,650 -1.36
2025-08-21 NP MXLSX - Great-West Loomis Sayles 小盘价值基金投资者类别 12,900 15.18 670 9.48
2025-07-10 13F 交易所交易概念有限公司 34,822 4.29 1,810 -1.04
2025-08-13 13F 帕克沃斯财富管理有限公司 3,629 0.14 189 -5.05
2025-08-26 NP VVICX - Voya VACS 指数系列 SC 投资组合 2,336 3.96 121 -0.82
2025-04-17 NP FLDOX - 适度配置基金零售类 1,639 703.43 90 584.62
2025-04-30 13F 索福斯投资公司 4 0
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 9,100 2.63 516 15.96
2025-08-12 13F 吉特曼财富管理有限责任公司 3,206 167
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 19,869 13.26 1,127 27.92
2025-08-25 NP 美国互助投资公司 - 小盘价值基金类别 106,106 39.24 5,514 32.33
2025-08-14 13F 水产资本管理有限责任公司 30,438 203.29 1,582 188.50
2025-07-14 13F 伽玛投资有限责任公司 2,586 92.70 134 83.56
2025-08-13 13F 百达资产管理控股公司 7,259 8.85 377 3.57
2025-08-08 13F KBC 集团 415,255 1.25 22 -4.55
2025-08-12 13F 恒线顾问公司 105,416 3.04 5,478 -2.09
2025-08-14 13F 曼氏集团 8,842 460
2025-08-14 13F 法国巴黎银行套利公司 45,531 177.76 2,366 164.06
2025-08-14 13F 罗杰斯兄弟公司 50,500 2,624
2025-07-29 NP VUIAX - 先锋公用事业指数基金海军上将股票 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 200,028 0.86 10,497 0.49
2025-06-27 NP PHO - 景顺水资源 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 261,204 16.80 14,821 31.94
2025-08-13 13F Blueshift 资产管理有限责任公司 4,123 214
2025-08-08 13F 英泰投资管理有限公司 17,949 10.74 933 5.19
2025-07-23 13F 高注财富有限责任公司 92 5
2025-08-14 13F 千禧管理有限公司 40,764 386.04 2,119 362.45
2025-08-12 13F 维度基金顾问有限公司 662,493 0.30 34,430 -4.69
2025-08-01 13F 德克萨斯州教师退休制度 4,918 6.59 256 1.19
2025-06-27 NP SUNAMERICA SERIES TRUST - SA 小型股指数投资组合 1 级 3,802 2.59 216 15.59
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 976 2.85 55 17.02
2025-08-12 13F 贝莱德公司 6,085,926 2.03 316,286 -3.05
2025-08-11 13F 贝尔投资顾问公司 106 1,077.78 6
2025-07-10 13F 财富增值咨询服务有限公司 5,811 308
2025-07-25 13F 优点投资组合管理 45,550 2,367
2025-07-23 13F 路易斯安那州雇员退休制度 14,500 1.40 754 -3.71
2025-08-25 NP 美国互助投资公司 - 全美国基金类别 8,123 37.31 422 30.65
2025-06-26 NP DFAU - 维度美国核心股票市场 ETF 5,440 23.30 309 39.37
2025-08-27 13F/A Squarepoint Ops LLC 79,515 394.80 4,132 370.62
2025-06-26 NP ETTOX - E*TRADE 免费总市场指数基金 6 0
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent 小盘股指数投资组合 A 类 22,873 2.91 1,189 -2.22
2025-07-21 13F Ameriflex 集团公司 70 1.45 4 0.00
2025-08-15 13F 摩根士丹利 637,534 16.62 33,133 10.82
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 82,986 2.36 4,709 15.62
2025-08-08 13F 哈特兰有限公司 50 3
2025-08-06 13F 里亚托财富管理有限责任公司 1 0
2025-08-28 NP RSPFX - Victory RS Partners 基金 A 类 139,960 20.78 7,274 14.77
2025-08-11 13F 安尼斯·加德纳·惠廷资本顾问有限责任公司 8 0
2025-07-28 NP HDG - ProShares 对冲复制 ETF 44 12.82 2 0.00
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
2025-04-17 NP FLDFX - 平衡基金零售类 2,725 465.35 149 396.67
2025-08-12 13F 保德信金融公司 32,595 9.43 1,694 3.93
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