SRCE / 1st Source Corporation - 机构投资人持股 - 买家

第一源公司
US ˙ NasdaqGS ˙ US3369011032

机构和基金投资人持股 - 买家

在第一源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, 中西部信托公司, Hennion & Walsh 资产管理公司, 创始者有限公司, WSML - iShares MSCI 全球小型股 ETF, Point72 资产管理有限合伙人, CX 机构, LUSIX - Lazard 美国系统性小型股股票投资组合机构股, DXUV-美国维度矢量股票 ETF, AXVNX - Acclivity 小盘价值基金 Acclivity 小盘价值 N 类股票, 简化交易所交易基金 - 简化派珀桑德勒小型股 ETF, 哈特兰有限公司, ETTOX - E*TRADE 免费总市场指数基金, 双峰财富顾问有限责任公司, 和 EBI-长景优势ETF .

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 HDG - ProShares 对冲复制 ETF 24 9.09 1 0.00
2025-08-14 13F 富国银行/百万 70,462 54.21 4,374 60.07
2025-08-08 13F 创意策划 4,575 284
2025-07-29 NP SSMAX - Siit 中小盘股票基金 - A 类 18,960 9.72 1,148 2.41
2025-08-01 13F Envestnet资产管理公司 8,551 3.85 531 7.72
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 43,534 12.02 2,610 7.06
2025-08-13 13F 宽博科技有限公司 5,617 1,927.80 349 2,075.00
2025-07-28 NP AVUVX - Avantis 美国小型价值基金机构类别 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 22,421 155.13 1,358 138.07
2025-08-14 13F 人民币资本管理有限公司 3,300 205
2025-08-08 13F/A 斯特林资本管理有限公司 6,865 2.97 426 7.04
2025-08-14 13F 奥伯维斯资产管理公司/ 82,700 12.52 5,133 16.77
2025-08-14 13F 采石场LP 36 2
2025-08-29 NP JADMX - 小盘机会信托资产净值 2,221 9.90 138 14.17
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 184,028 0.92 11,032 -3.53
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - 美国可持续发展目标价值投资组合机构类别 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 5,188 28.42 311 22.92
2025-08-05 13F 纽约梅隆银行 122,739 1.37 7,618 5.21
2025-08-14 13F 骏利亨德森集团有限公司 139,493 1,665.96 8,653 1,721.47
2025-08-14 13F 巴利亚斯尼资产管理有限公司 23,972 39.74 1,488 44.93
2025-08-08 13F 哈特兰有限公司 69 4
2025-08-13 13F 亚利桑那州退休系统 5,534 5.31 343 9.24
2025-08-14 13F 简街集团有限责任公司 45,241 215.75 2,808 228.04
2025-08-13 13F 杰克逊溪投资顾问有限责任公司 27,144 14.82 2 0.00
2025-06-26 NP DFAS - 维度美国小型股 ETF 68,151 14.43 4,086 9.37
2025-08-14 13F 德肖公司 9,329 64.68 579 71.30
2025-06-23 NP PJARX - 小盘价值基金 II R-3 32,975 150.38 1,977 139.23
2025-08-27 NP 高级系列信托 - Ast 小型成长型投资组合 24,559 21.23 1,524 25.85
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 26,732 46.24 1,619 36.42
2025-08-13 13F 箭街资本有限合伙企业 55,594 32.36 3,451 37.34
2025-07-25 NP WSML - iShares MSCI 全球小型股 ETF 1,820 110
2025-08-13 13F 肯尼迪资本管理公司 278,829 3.79 17,307 7.71
2025-07-28 NP AVUV - Avantis 美国小型股价值 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 169,858 40.00 10,287 30.63
2025-07-28 NP VCSLX - 小盘股指数基金 8,464 20.74 513 12.78
2025-08-14 13F 道富银行 587,201 4.98 36,448 8.94
2025-08-20 NP HWVIX - Hotchkis & Wiley 小型多元化价值基金 I 类 48,166 23.23 2,990 27.90
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 24,143 9.47 1,462 2.17
2025-07-31 13F 奎斯特合作伙伴有限责任公司 1,479 5.64 92 9.64
2025-08-26 NP GAFCX - Virtus AlphaSimplex 全球另类基金 C 类 1,986 182.10 123 192.86
2025-08-29 NP JAFEX - 总股票市场指数信托资产净值 444 12.98 28 17.39
2025-08-14 13F 瑞银集团 157,308 1.81 9,764 5.66
2025-08-14 13F 立体派系统策略有限责任公司 35,917 2,229
2025-08-29 NP JAEWX - 小盘股指数信托资产净值 3,644 2.36 226 6.60
2025-07-28 NP MSSM - 摩根士丹利 Pathway 中小型股 ETF 1,015 26.88 61 19.61
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 25,582 110.66 1,534 101.45
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 12,342 25.68 766 30.49
2025-08-18 NP 太平洋精选基金 - 小盘股指数投资组合 I 类 5,267 6.68 327 10.51
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 25,298 2.07 1,570 5.94
2025-08-07 13F 中西部信托公司 12,478 775
2025-08-12 13F 动态技术实验室私人有限公司 22,685 143.87 1,408 153.24
2025-08-12 13F 美国世纪公司 259,724 37.59 16,121 42.80
2025-06-26 NP DFAU - 维度美国核心股票市场 ETF 4,724 7.71 283 2.91
2025-08-20 NP 全国可变保险信托 - NVIT 小盘指数基金 II 类 3,698 9.73 230 13.93
2025-06-26 NP DCOR - 维度美国核心股票 1 ETF 2,782 67.49 167 59.62
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 13,934 4.50 865 8.41
2025-08-26 NP 简化交易所交易基金 - 简化派珀桑德勒小型股 ETF 279 17
2025-05-20 NP FLQS - 富兰克林 LibertyQ 美国小盘股 ETF 1,210 12.04 72 14.29
2025-07-14 13F 伽玛投资有限责任公司 291 6.99 18 12.50
2025-08-27 NP BBVSX - Bridge Builder 中小盘价值基金 9,344 6.47 580 10.50
2025-08-22 NP KVALX - 肯尼迪资本小型股价值基金机构类别股票 7,998 40.39 496 45.88
2025-08-27 NP RYMKX - 罗素 2000 1.5 倍策略基金 H 级 27 3.85 2 0.00
2025-08-07 13F Parkside 金融银行与信托 255 7.14 16 7.14
2025-08-26 NP VVICX - Voya VACS 指数系列 SC 投资组合 1,400 5.66 87 8.86
2025-08-14 13F 美国银行 /de/ 63,356 218.53 3,933 230.70
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 3,489 17.83 209 12.97
2025-08-14 13F 两西格码投资有限合伙人 63,279 14.69 3,928 19.04
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 8,440 68.46 511 106.88
2025-08-01 13F 德克萨斯州教师退休制度 11,272 1.11 700 4.95
2025-08-13 13F EverSource 财富顾问有限责任公司 437 562.12 27 800.00
2025-08-21 NP LUSIX - Lazard 美国系统性小型股股票投资组合机构股 981 61
2025-08-14 13F 霍奇基斯和威利资本管理有限公司 211,887 39.86 13,152 45.14
2025-08-14 13F 法国巴黎银行套利公司 21,153 67.28 1,313 73.54
2025-08-26 NP NSIDX - 北方小盘股指数基金 8,809 4.58 547 8.55
2025-05-29 NP CSA - VictoryShares 美国小盘股波动性 Wtd ETF 859 51
2025-08-14 13F Point72 资产管理有限合伙人 1,281 80
2025-08-12 13F Legal & General 集团有限公司 21,427 0.54 1,330 4.32
2025-08-13 13F ExodusPoint 资本管理公司 8,537 1
2025-08-12 13F 瑞士国家银行 36,189 1.69 2,246 5.55
2025-08-12 13F Trexquant 投资有限责任公司 29,930 101.98 1,858 109.59
2025-08-26 NP EQ ADVISORS TRUST - EQ/富兰克林小型股价值管理波动性投资组合 IB 类 707 13.85 44 16.22
2025-07-25 NP SCHD - 嘉信美国股息股票 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 482,051 8.55 29,193 1.30
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 5,408 7.34 324 2.86
2025-08-14 13F 瑞银资产管理美洲公司 58,002 75.49 3,600 82.19
2025-08-13 13F 双峰财富顾问有限责任公司 2 0
2025-08-22 NP FESM - 富达增强型小型股 ETF 28,360 4.87 1,760 8.84
2025-08-14 13F 普莱斯 T Rowe Associates Inc /md/ 29,222 4.47 2 0.00
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 5,502 24.73 333 16.43
2025-08-14 13F 拉扎德资产管理公司 20,893 1,948.33 1
2025-08-29 NP BSVO - EA Bridgeway Omni 小盘价值 ETF 80,696 3.35 5,009 7.26
2025-08-11 13F 授权基金有限责任公司 80,808 3.50 5,016 7.41
2025-08-14 13F/A 巴克莱银行 58,667 54.71 4 50.00
2025-08-14 13F 雷蒙德詹姆斯金融公司 4,323 1.03 268 5.10
2025-08-26 NP Profunds - Profunds 小型股副总裁 44 7.32 3 0.00
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 92,257 0.47 5,587 -6.24
2025-06-27 NP RSSL - Global X Russell 2000 ETF 11,136 6.50 668 1.83
2025-08-12 13F 恒线顾问公司 43,869 4.61 2,723 8.53
2025-08-12 13F 富兰克林资源公司 12,500 11.73 776 15.84
2025-08-14 13F 加拿大皇家银行 1,794 0.28 111 2.78
2025-05-29 NP CSF - VictoryShares US Discovery 增强波动性 Wtd ETF 1,094 65
2025-08-26 NP 第一信托可变保险信托 - 第一信托/道琼斯股息和收入分配投资组合 I 类 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 25,540 1,585
2025-06-26 NP ETTOX - E*TRADE 免费总市场指数基金 6 0
2025-08-21 NP MXLSX - Great-West Loomis Sayles 小盘价值基金投资者类别 11,300 44.87 701 50.43
2025-08-12 13F 路石控股有限责任公司 5,100 2.00 317 5.69
2025-08-14 13F HRT金融有限责任公司 4,292 0
2025-08-14 13F 拉弗蒂资产管理有限责任公司 14,320 29.09 889 33.94
2025-08-11 13F 入口点资本有限责任公司 7,832 486
2025-07-24 13F IFP 顾问公司 0 4
2025-08-28 NP OBMCX - Oberweis 微型资本基金投资者类别 82,700 12.52 5,133 16.77
2025-08-08 13F Geode资本管理有限公司 480,822 4.25 29,846 8.17
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 909 10.32 56 14.29
2025-08-07 13F 奥尔沃斯金融有限公司 3 0
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 527 32.41 33 39.13
2025-06-24 NP BBSC - 摩根大通 BetaBuilders 美国小盘股 ETF 6,499 11.53 390 6.58
2025-08-14 13F 工程师 门经理 LP 3,726 8.88 231 13.24
2025-08-11 13F 沃尔特与基南财务咨询公司 /mi/ /adv 11,554 50.60 717 56.55
2025-08-12 13F 保德信金融公司 11,441 8.56 710 12.70
2025-08-06 13F 联邦股权服务有限公司 3,629 0
2025-07-21 13F 美洲咨询服务有限责任公司 267 17
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 20,725 4.94 1,286 8.89
2025-06-26 NP KCXIX - Knights of Columbus 美国全盘指数基金 I 股 63 80.00 4 50.00
2025-07-22 13F Gsa资本合伙公司 25,399 187.25 2
2025-07-16 13F/A CX 机构 1,007 0
2025-08-14 13F 维维恩基金管理有限责任公司 14,647 254.56 909 268.02
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 2,477 12.34 154 16.79
2025-08-13 13F 跳跃金融有限责任公司 13,137 57.20 815 63.33
2025-07-24 13F CWM 顾问有限责任公司 6,258 9.33 388 13.45
2025-07-29 NP EBI-长景优势ETF 1 0
2025-08-13 13F 琼斯金融公司有限责任公司 1,138 0.09 70 2.94
2025-08-14 13F Qube研究与技术有限公司 161,602 95.63 10,031 103.04
2025-06-26 NP DXUV-美国维度矢量股票 ETF 826 50
2025-07-29 NP SLPAX - Siit 小盘基金 - A 类 1,410 10.16 85 2.41
2025-05-29 NP JAHBX - 小盘价值信托资产净值 103,057 2.62 6,164 5.13
2025-08-27 NP RYRUX - Russell 2000 2x 策略基金 A 级股票 97 3.19 6 20.00
2025-08-14 13F Polymer资本管理(美国)有限责任公司 6,676 28.56 414 33.55
2025-08-27 NP VITNX - 先锋机构总股票市场指数基金机构股票 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 8,877 25.43 551 30.02
2025-08-12 13F 普利股权公司 Call 0 0
2025-08-15 13F 塔尔研究资本有限责任公司(TRC) 1,682 435.67 104 477.78
2025-08-12 13F 普利股权公司 Put 0 0
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 727 4.15 45 9.76
2025-08-12 13F 普利股权公司 0 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 31,268 2.87 1,894 -4.01
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 362 4.02 22 10.00
2025-08-27 NP Brighthouse Funds Trust I - 摩根大通小盘价值投资组合 A 类 3,778 0.75 234 4.46
2025-08-14 13F 千禧管理有限公司 245,102 1.09 15,213 4.91
2025-08-26 NP QUANTITATIVE MASTER SERIES LLC - Master 小盘股指数系列 33,048 6.97 2,051 11.04
2025-08-13 13F 大都会人寿投资管理有限公司 11,778 6.72 731 10.76
2025-08-14 13F 曼氏集团 11,952 43.43 742 48.80
2025-08-11 13F Martingale 资产管理公司 42,663 2.48 2,648 6.39
2025-08-28 NP AXVNX - Acclivity 小盘价值基金 Acclivity 小盘价值 N 类股票 386 24
2025-06-27 NP SUNAMERICA SERIES TRUST - SA 小型股指数投资组合 1 级 2,084 2.46 125 -2.36
2025-08-26 NP EQ ADVISORS TRUST - EQ/2000 管理波动性投资组合 IB 级 22,411 3.45 1,391 7.41
2025-08-14 13F 萨斯奎哈纳国际集团有限责任公司 41,561 21.98 2,580 26.61
2025-07-28 NP AVSBX - Avantis 美国小型股股票基金 G 类 2,010 30.35 122 21.00
2025-08-14 13F 萨斯奎哈纳国际集团有限责任公司 Put 25,000 1,552
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 1,790 15.19 111 20.65
2025-08-07 13F Hennion & Walsh 资产管理公司 5,177 321
2025-08-22 NP DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 小盘股指数 VIP A 级 2,924 4.50 181 8.38
2025-06-26 NP DFAC - 维度美国核心股票 2 ETF 58,114 0.42 3,484 -4.02
2025-08-29 NP JAFVX - 战略股权配置信托系列资产净值 2,808 9.01 174 12.99
2025-08-13 13F 挪威银行 13,778 855
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 7,807 2.43 468 -2.09
2025-07-29 13F VELA 投资管理有限公司 33,487 3.58 2,079 7.50
2025-08-28 NP KRE - SPDR(R) S&P Regional Banking(SM) 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 104,866 18.34 6,509 22.81
2025-08-13 13F 马歇尔·韦斯律师事务所 39,542 2,454
2025-08-14 13F 沃亚投资管理有限公司 5,988 0.74 372 4.51
2025-08-14 13F 水产资本管理有限责任公司 3,892 242
2025-08-12 13F XTX Topco有限公司 5,447 38.53 338 43.83
2025-08-14 13F 阿默普莱斯金融公司 42,727 33.41 2,652 38.49
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 168,976 0.41 10,488 4.20
2025-08-14 13F 加州教师退休制度 24,876 44.80 1,544 50.34
2025-03-27 NP AABFX - Thrivent 平衡收益加基金 A 类 84 5
2025-07-22 NP GSSC - 高盛 ActiveBeta(R) 美国小盘股 ETF 4,388 0.55 266 -6.36
2025-07-21 13F 未来资产环球投资有限公司 15,423 11.88 957 15.30
2025-06-26 NP DFSV - 维度美国小盘价值 ETF 63,226 63.84 3,790 56.61
2025-08-14 13F Citadel 顾问有限公司 21,837 1.58 1,355 5.45
2025-07-23 13F 埃尔斯沃斯顾问有限责任公司 8,636 2.75 536 6.77
2025-08-26 NP PSGIX - 贝莱德优势小型股成长基金机构 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 1,735 108
2025-07-16 13F 签名有限责任公司 90 9.76 6 25.00
2025-08-27 NP RYRRX - 罗素 2000 基金 A 类 45 4.65 3 0.00
2025-08-12 13F 创始者有限公司 3,763 234
2025-07-29 NP JSTC - Adasina 社会正义全盘全球 ETF 1,197 15.43 72 7.46
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 18,658 7.69 1,158 11.78
2025-08-12 13F 嘉信理财投资管理公司 625,783 2.25 38,842 6.12
2025-08-28 NP DTSVX - 小型公司价值投资组合投资类别 1,580 6.04 98 10.11
2025-08-27 NP Brighthouse Funds Trust II - MetLife Russell 2000 指数投资组合 A 类 7,330 11.26 455 15.23
2025-08-26 NP QABA - First Trust 纳斯达克 ABA 社区银行指数基金 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 15,676 6.36 973 10.44
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 3,673 4.26 220 0.00
2025-08-13 13F 地峡合伙人有限公司 55,541 0.83 3,447 4.64
2025-08-27 NP VBINX - 先锋平衡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 11,914 39.15 740 44.34
2025-07-25 NP CZMSX - 多管理人小盘股票策略基金机构类别 42,000 34.25 2,544 25.27
2025-08-13 13F 诚信合作伙伴有限责任公司 13,434 31.73 834 36.78
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 45,538 2.40 2,730 -2.12
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 92,089 9.58 5,577 2.24
2025-07-22 13F 法雷奥财务顾问有限责任公司 12,461 20.07 773 24.68
2025-08-14 13F 布里奇威资本管理公司 207,208 1.34 12,861 5.17
2025-08-13 13F 汇丰控股有限公司 31,055 20.90 1,932 25.54
2025-08-26 NP Profunds - Profund 超小型股副总裁 67 1.52 4 33.33
2025-08-14 13F 萨斯奎哈纳投资组合策略有限责任公司 9,154 568
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 575,052 40.84 35,693 46.16
2025-06-26 NP DFUS - 维度美国股票 ETF 4,833 5.78 290 1.05
2025-08-26 NP EQ ADVISORS TRUST - EQ/小型公司指数投资组合 IB 类 13,442 52.37 834 58.25
2025-05-15 NP PSC - 主要美国小盘多因素指数 ETF 11,309 2.46 676 4.97
2025-08-07 13F 米德资产管理公司 1,138 71
2025-08-14 13F 都铎投资公司等 65,103 154.19 4,041 163.88
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 962 3.89 58 -1.72
2025-07-23 13F Klp资本管理公司 4,400 33.33 273 38.58
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 262,407 1.20 16,288 5.03
2025-08-28 NP TIAA 独立账户 VA 1 - 股票指数账户 教师个人年金 个人递延可变年金 408 1,357.14 25 2,400.00
2025-08-11 13F 先锋集团公司 1,245,505 16.61 77,308 21.02
2025-06-25 NP SDVD - FT Vest SMID 股息上涨目标收入 ETF 14,111 846
2025-07-25 13F 协和财富合作伙伴 79 19.70 5 33.33
2025-08-11 13F 阿尔卑斯顾问公司 5,795 1.22 360 4.97
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT 小盘价值投资组合 IB 级 3,072 1.62 191 5.56
2025-07-30 13F 德纳利顾问有限公司 105,051 0.48 6,521 4.27
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