UCB 机构投资人持股, 买家 - United Community Banks, Inc.

机构和基金投资人持股 - 买家

在联合社区银行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, FSRBX - 银行投资组合, FIDSX - 金融服务组合, FAFDX - 富达顾问金融服务基金 A 类, MOPCX - NYLI WMC 小型公司基金 C 类, GCTIX - 高盛美国税务管理股票基金机构, HAPS - 港湾企业文化小型股 ETF, Versor投资有限公司, Elo 相互养老保险公司, Ieq资本有限公司, FSAKX - 战略顾问美国全股票基金, 大陆顾问有限公司, GSAOX - 高盛小盘成长洞察基金 A 类, BlackRock Advantage US Total Market Fund, Inc. - BlackRock Advantage US Total Market Fund, Inc. 投资者 A, WSML - iShares MSCI 全球小型股 ETF, MTM 投资管理有限责任公司, PFM - Invesco Dividend Achievers ETF, SMDX - Intech 标准普尔小型中型多元化阿尔法 ETF, BlackRock Variable Series Funds, Inc. - BlackRock Advantage 美国总市场 VI 基金 I 类, 和双峰财富顾问有限责任公司 .

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	股份	Δ 股份 (%)	报告价值 ($1000)	Δ 价值 (%)
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	26,291	3.33	726	-14.00
2025-06-26	NP	TCAAX - Thrivent 适度保守配置基金 A 类	788	347.73	22	320.00
2025-08-06	13F	莫德拉财富管理有限责任公司	6,948		207
2025-06-26	NP	FSSLX - 富达系列小盘核心基金	311,589	6.68	8,603	-11.21
2025-08-27	NP	RYRRX - 罗素 2000 基金 A 类	283	2.17	8	14.29
2025-08-13	13F	百达资产管理控股公司	19,804	7.86	590	14.15
2025-07-31	13F	奥本海默资产管理公司	60,446	6.39	1,801	12.64
2025-08-13	13F	双峰财富顾问有限责任公司	808		25
2025-08-13	13F	汇丰控股有限公司	26,460	21.90	793	30.69
2025-08-28	NP	新时代阿尔法可变基金信托 - NAA 小型股价值系列	17,803	3.36	530	9.50
2025-08-26	NP	XJR - iShares ESG 筛选标普小盘 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	9,534	15.38	284	22.41
2025-08-12	13F	Nuveen有限责任公司	924,050	189.52	27,527	206.61
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	219,996	0.54	6,323	-10.35
2025-08-12	13F	公共部门养老金投资委员会	414,205	9.41	12,339	15.87
2025-08-25	NP	DLBMX - MassMutual Premier 小盘股机会基金 A 类	111,073	4.83	3,309	11.01
2025-08-14	13F	加州教师退休制度	110,249	0.16	3,284	6.07
2025-08-06	13F	科技银行/pa	65		2
2025-08-14	13F	全新世顾问有限合伙人	89,389	38.53	2,663	46.67
2025-08-11	13F	Martingale 资产管理公司	35,207		1,049
2025-06-27	NP	RSSL - Global X Russell 2000 ETF	72,650	6.57	2,006	-11.32
2025-06-25	NP	FAB - First Trust Multi Cap Value AlphaDEX 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	3,650	101.10	101	66.67
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	2,575	39.19	77	46.15
2025-08-05	13F	Versor投资有限公司	28,150		839
2025-08-14	13F	赛科斯特管理有限公司	8,797	18.89	262	25.96
2025-08-27	NP	TLEQX - 小盘股票基金	9,140	234.68	272	294.20
2025-06-24	NP	BBSC - 摩根大通 BetaBuilders 美国小盘股 ETF	42,315	11.53	1,168	-7.15
2025-07-25	NP	BRSDX - MFS 混合研究小型股票基金 A	120,835	10.75	3,473	-1.25
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	1,880,008	3.51	56,005	9.62
2025-06-30	NP	SMDX - Intech 标准普尔小型中型多元化阿尔法 ETF	3,420		94
2025-07-07	13F	Versant 资本管理公司	1,622	23.25	48	29.73
2025-08-28	NP	SPDG - SPDR 投资组合标普行业中性股息 ETF	126	15.60	4	0.00
2025-08-14	13F	联伯恩斯坦有限责任公司	156,647	6.48	4,667	12.76
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	3,839,353	1.36	114,374	7.34
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	1,215,672	2.73	33,565	-14.49
2025-06-26	NP	DVRAX - MFS 全球另类策略基金 A	1,657	26.88	46	4.65
2025-08-13	13F	亚利桑那州退休系统	34,872	1.91	1,039	7.90
2025-07-31	13F	新泽西州共同养老基金 D	65,855	6.65	1,962	12.96
2025-08-19	13F	大陆顾问有限公司	18,000		536
2025-08-07	13F	Parkside 金融银行与信托	94	70.91	3	100.00
2025-07-23	13F	路易斯安那州雇员退休制度	56,800	1.07	1,692	7.09
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	60,894	4.61	1,681	-12.90
2025-07-28	13F	RFG 咨询有限责任公司	6,930		206
2025-08-04	13F	资产标记公司	33	266.67	1
2025-08-13	13F	EverSource 财富顾问有限责任公司	1,951	130.89	58	152.17
2025-08-14	13F	德肖公司	92,539	204.49	2,757	222.72
2025-07-16	13F	阿拉斯加州税务部	72,376	9.43	2	100.00
2025-08-11	13F	入口点资本有限责任公司	19,153	12.17	571	18.75
2025-08-28	NP	IWM - iShares Russell 2000 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	3,008,883	3.28	89,635	9.38
2025-07-23	13F	马里兰州退休金系统	35,707	2.55	1,064	8.58
2025-08-13	13F	琼斯金融公司有限责任公司	2,597	23.55	78	32.76
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	20,412	6.85	587	-4.72
2025-08-27	13F/A	Squarepoint Ops LLC	49,280		1,468
2025-06-27	NP	HAPS - 港湾企业文化小型股 ETF	43,268		1,195
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	131,754	1.84	3,925	7.83
2025-08-26	NP	IPSIX - Voya 指数加上小型股投资组合 I 类	50,965	721.09	1,518	866.88
2025-07-24	13F	IFP 顾问公司	0		14
2025-08-13	13F	文艺复兴科技有限公司	66,709	216.02	1,987	235.08
2025-08-27	NP	AIM 增长系列（INVESCO 增长系列）- Invesco Oppenheimer Main Street Small Cap Fund Class R6	508,930	3.47	15,161	9.58
2025-05-15	13F	德克萨斯州永久学校基金	134,127		3,703
2025-08-13	13F	Natixis 顾问有限公司	24,186	0.73	1
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	32,398	17.76	895	-1.97
2025-08-26	NP	EQ ADVISORS TRUST - EQ/小型公司指数投资组合 IB 类	73,130	15.15	2,179	21.95
2025-08-11	13F	科维斯特有限公司	843	150.15	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	3,211	25.58	96	33.80
2025-08-12	13F	斯蒂文资本顾问有限合伙人	180,000		5,362
2025-06-26	NP	AALGX - Thrivent 全球股票基金 A 类	5,368	346.96	148	279.49
2025-08-06	13F	联邦股权服务有限公司	9,738	1.13	0
2025-08-14	13F	水产资本管理有限责任公司	28,940		862
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	35,795	2.38	988	-14.75
2025-06-26	NP	TAAAX - Thrivent 积极配置基金 A 类	4,482	346.86	124	272.73
2025-07-23	13F	家族遗产公司	40,170	0.82	1,197	6.79
2025-08-26	NP	GSCYX - 机构小型股股票基金	72,371	7.15	2,156	13.48
2025-08-22	NP	DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 小盘股指数 VIP A 级	18,460	2.31	550	8.28
2025-08-13	13F	景顺有限公司	1,607,186	6.20	47,878	12.47
2025-08-13	13F	诚信合作伙伴有限责任公司	9,502	21.38	283	28.64
2025-08-27	NP	RYRUX - Russell 2000 2x 策略基金 A 级股票	615	2.16	18	12.50
2025-07-25	NP	DCCAX - 特拉华小盘核心基金 A 类	1,963,424	4.69	56,429	-6.65
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	21,919	1.00	653	6.89
2025-06-26	NP	DCOR - 维度美国核心股票 1 ETF	10,930	46.30	302	21.86
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	23,050	8.12	636	-10.04
2025-08-12	13F	XTX Topco有限公司	9,871	7.34	294	13.95
2025-08-26	13F/A	路德教会的 Thrivent 金融	149,434	1.13	4	0.00
2025-06-26	NP	DFUS - 维度美国股票 ETF	34,998	15.37	966	-3.98
2025-07-22	13F	HFM投资顾问有限责任公司	9	200.00	0
2025-07-31	13F	CAP 合作伙伴有限责任公司	19,248	1.00	573	6.90
2025-08-26	NP	SBHCX - Segall Bryant & Hamill 小盘股核心基金零售类别	34,005	12.15	1,013	18.90
2025-08-11	13F	罗斯柴尔德投资有限公司	250	8.70	7	16.67
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	169,364	6.90	4,868	-4.68
2025-08-29	NP	JAFVX - 战略股权配置信托系列资产净值	17,638	4.51	525	10.76
2025-07-10	13F	财富增值咨询服务有限公司	25,682	22.76	816	38.78
2025-06-25	NP	FNX - First Trust 中型核心 AlphaDEX 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	85,963	53.65	2,373	27.92
2025-08-27	NP	BBVSX - Bridge Builder 中小盘价值基金	403,627	3.53	12,024	9.64
2025-07-30	NP	FSAKX - 战略顾问美国全股票基金	18,354		527
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	90,496	2.72	2,696	8.76
2025-06-24	NP	MOPCX - NYLI WMC 小型公司基金 C 类	103,833		2,867
2025-08-13	13F	箭街资本有限合伙企业	7,338		219
2025-08-14	13F	Aqr资本管理有限公司	139,984	427.64	4,170	458.98
2025-08-14	13F	星云研究与开发有限责任公司	11,893		354
2025-08-15	13F	认真的合作伙伴有限责任公司	3,854,298	11.63	114,820	18.22
2025-08-08	13F	贝拉德公司	26,800		798
2025-08-07	13F	Campbell & CO 投资顾问有限责任公司	30,845	90.35	919	101.76
2025-08-29	NP	STXK-Strive 小型股 ETF	3,764	3.46	112	9.80
2025-08-14	13F	拉扎德资产管理公司	10,933		0
2025-08-28	NP	QCSTRX - 股票账户类别 R1	163,050	5,903.31	4,857	7,149.25
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	297,848	3.18	8,224	-14.12
2025-08-14	13F	格雷厄姆资本管理有限合伙人	44,319		1,320
2025-06-26	NP	DFAT - 维度美国目标价值 ETF	702,861	2.58	19,406	-14.61
2025-06-27	NP	EBIT - Harbor AlphaEdge 小型股收益者 ETF	573	1.42	16	-16.67
2025-08-15	13F	田纳西州财政部	69,871	147.11	2,081	161.76
2025-08-22	NP	可变保险产品基金 IV - 金融服务投资组合初始类别	56,300	2.18	1,677	8.26
2025-08-11	13F	HighTower 顾问有限责任公司	62,993	2.56	1,877	8.63
2025-08-11	13F	五大湖顾问有限公司	94,997	0.01	2,830	5.92
2025-07-16	13F	长荣私人财富有限责任公司	127		4
2025-07-24	13F	CWM 顾问有限责任公司	13,028	6.38	388	12.79
2025-06-26	NP	FAFDX - 富达顾问金融服务基金 A 类 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	117,500		3,244
2025-07-23	NP	CFSSX-专栏小盘精选基金	39,469	19.68	1,134	6.78
2025-08-12	13F	拉瑟与基特雷尔公司	18,751	0.04	559	5.88
2025-06-26	NP	DFAU - 维度美国核心股票市场 ETF	21,654	8.49	598	-9.82
2025-08-07	13F	休斯金融服务有限责任公司	21		1
2025-08-29	NP	JADMX - 小盘机会信托资产净值	10,335	54.74	308	64.17
2025-08-11	13F	安尼斯·加德纳·惠廷资本顾问有限责任公司	64		2
2025-08-18	NP	太平洋精选基金 - 小盘股指数投资组合 I 类	31,083	4.22	926	10.38
2025-07-09	13F	港湾资本顾问公司	44,996	3.46	1	0.00
2025-08-07	13F	米德资产管理公司	331		10
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	5,915	5.19	163	-12.37
2025-08-26	NP	Profunds - Profund 小盘股价值副总裁	2,653	1.96	79	8.22
2025-08-27	13F/A	布林克资本投资有限公司	6,929		206
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent 小盘股指数投资组合 A 类	89,340	1.90	2,661	7.91
2025-06-27	NP	SUNAMERICA 系列信托 - SA 高盛多元资产洞察投资组合 1 级	615		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	600,287	9.58	17,252	-2.28
2025-08-27	NP	SEASONS SERIES TRUST - SA 多管理小型股投资组合 1 级	20,622	5.23	614	11.43
2025-08-14	13F	阿尔格特全球有限公司	11,930		0
2025-08-27	NP	Brighthouse Funds Trust II - Neuberger Berman Genesis 投资组合 A 类	285,523	15.69	8,506	22.52
2025-08-20	NP	全国可变保险信托 - NVIT 小盘指数基金 II 类	21,625	11.19	644	17.73
2025-08-08	13F/A	斯特林资本管理有限公司	3,255	57.70	97	65.52
2025-06-27	NP	SUNAMERICA SERIES TRUST - SA 小型股指数投资组合 1 级	13,589	2.54	375	-14.58
2025-08-26	NP	Profunds - Profunds 小型股副总裁	276	2.22	8	14.29
2025-08-14	13F	千禧管理有限公司	80,867	602.46	2,409	645.82
2025-07-15	13F	毅力家族办公室有限责任公司	33		1
2025-08-15	13F	大西人寿保险公司 /can/	137,952	0.98	4	33.33
2025-08-11	13F	先锋集团公司	14,481,000	1.01	431,389	6.97
2025-06-23	NP	PJARX - 小盘价值基金 II R-3	9,265	13.00	256	-5.90
2025-08-26	NP	VVICX - Voya VACS 指数系列 SC 投资组合	8,290	5.02	247	10.81
2025-08-29	NP	JAFEX - 总股票市场指数信托资产净值	1,952	1.83	58	9.43
2025-07-28	NP	MSSM - 摩根士丹利 Pathway 中小型股 ETF	5,107	26.16	147	12.31
2025-07-22	13F	财富咨询合作伙伴有限责任公司	8,965	0.89	267	7.23
2025-08-08	13F	等投资顾问公司	10,812	13.87	322	20.60
2025-08-25	NP	MML 系列投资基金 II - MML 小型股票基金初始类别	31,257	2.21	931	8.26
2025-06-26	NP	ETTOX - E*TRADE 免费总市场指数基金	14		0
2025-08-11	13F	WPG顾问有限责任公司	299	83.44	9	100.00
2025-08-14	13F	匡蒂诺资本管理有限公司	102,633	2.64	3,057	8.71
2025-06-24	NP	创新者 ETF 信托 - 创新者美国小型股管理式 ETF	1,057	59.91	29	38.10
2025-08-25	13F/A	路博迈伯曼集团有限责任公司	5,025,365	13.18	149,706	19.86
2025-08-12	13F	Legal & General 集团有限公司	325,152	1.99	9,688	8.03
2025-07-28	NP	SMDV - ProShares Russell 2000 Dividend Growers ETF	235,169	3.89	6,759	-7.36
2025-06-26	NP	DFAS - 维度美国小型股 ETF	292,855	0.45	8,086	-16.39
2025-08-04	13F	汉兹金融服务公司	1,048	213.77	0
2025-08-15	13F	龙骨点有限责任公司	13,922	1.86	415	7.81
2025-08-26	NP	NSIDX - 北方小盘股指数基金	55,784	2.02	1,662	8.00
2025-06-26	NP	THMAX - Thrivent适度配置基金A类	4,964	347.61	137	280.56
2025-07-23	NP	VYSGX - Voya 小公司基金 W 级	48,268	53.87	1,387	37.19
2025-07-14	13F	Proathlete 财富管理有限公司	35		1
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	23,534	20.13	650	0.00
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	68,438	64.76	1,967	46.94
2025-08-12	13F	摩根大通公司	465,163	13.07	13,857	19.75
2025-08-14	13F	塞伊投资公司	408,360	6.59	12,166	12.89
2025-08-15	13F	摩根士丹利	993,573	1.21	29,599	7.18
2025-08-12	13F	坚决财富策略有限责任公司	10,329	0.93	308	6.97
2025-07-08	13F	上升顾问有限责任公司	18		1
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	15,821	2.86	471	9.03
2025-08-14	13F/A	巴克莱银行	275,933	42.39	8	60.00
2025-08-14	13F	Citadel 顾问有限公司	1,032,416	174.08	30,756	190.25
2025-06-18	NP	NWHDX - 全国贝拉德认知价值基金 A 类	26,800	212.54	740	143.89
2025-08-13	13F	第一信托顾问有限公司	160,558	90.73	4,783	101.98
2025-08-14	13F	弗默尔有限公司	9,451,682	0.50	281,566	6.43
2025-08-29	NP	DES - WisdomTree 美国小型股股息基金不适用	224,111	1.06	6,676	7.04
2025-06-25	NP	GSAOX - 高盛小盘成长洞察基金 A 类	11,978		331
2025-08-04	13F	联合银行	34,550	1.57	1
2025-06-26	NP	DFSVX - 美国小盘价值投资组合 - 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	1,364,538	1.75	37,675	-15.30
2025-06-26	NP	TMAAX - Thrivent 适度激进配置基金 A 类	8,003	347.34	221	272.88
2025-07-17	13F	迪努佐私人财富有限公司	20	11.11	1
2025-08-08	13F	Geode资本管理有限公司	2,879,780	2.01	85,801	8.02
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	75,385	11.71	2,081	-7.02
2025-08-26	NP	JMEE - 摩根大通市场扩张增强型股票 ETF	47,808	3.37	1,424	9.45
2025-08-08	13F	新泽西州警察和消防员退休系统	27,348	3.73	815	9.85
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	3,474		96
2025-07-25	NP	PMSAX - 全球多策略基金A类	1,396	4.49	40	-6.98
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	31,368	2,281.78	934	2,647.06
2025-06-25	NP	FNK - First Trust 中型价值 AlphaDEX 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	20,599	100.03	569	66.57
2025-08-13	13F	裸金融服务公司	195	219.67	6	400.00
2025-08-08	13F	大西洋信托有限责任公司	60		2
2025-09-04	13F/A	顾问集团控股公司	11,127	27.52	332	35.10
2025-07-25	13F	CWM有限公司	10,099	358.42	0
2025-08-11	13F	新时代阿尔法顾问有限责任公司	17,803	3.36	530	9.50
2025-08-27	NP	保诚系列基金 - 小盘股票投资组合 I 类	109,158	2.58	3,252	8.62
2025-08-12	13F	普利股权公司	0		0
2025-07-21	13F	基斯通金融集团有限公司	18,179	0.75	577	14.74
2025-08-14	13F	联信银行	41,566	3.16	1,238	9.27
2025-08-04	13F	IFG 咨询有限责任公司	14,855	8.23	443	14.51
2025-08-14	13F	Qube研究与技术有限公司	372,289	35.66	11,090	43.67
2025-08-26	NP	GCTIX - 高盛美国税务管理股票基金机构	102,826		3,063
2025-08-12	13F	贝莱德公司	17,687,221	1.65	526,902	7.65
2025-08-14	13F	沃亚投资管理有限公司	284,643	51.88	8,480	60.86
2025-07-25	NP	WSML - iShares MSCI 全球小型股 ETF	6,413		184
2025-04-24	NP	OASC-OneAscent 小型股核心 ETF	5,180	12.00	167	6.41
2025-08-27	NP	RYMKX - 罗素 2000 1.5 倍策略基金 H 级	169	1.81	5	25.00
2025-06-26	NP	KCXIX - Knights of Columbus 美国全盘指数基金 I 股	518	5.93	14	-12.50
2025-08-08	13F	十字马克全球控股公司	7,954	0.04	237	5.83
2025-08-11	13F	环球保险及服务有限公司	127,626	0.55	3,802	6.47
2025-08-22	NP	FESM - 富达增强型小型股 ETF	59,861	259.96	1,783	281.80
2025-08-26	NP	EQ ADVISORS TRUST - 1290 VT 小盘价值投资组合 IB 级	19,359	10.74	577	17.31
2025-07-18	13F	信托金融公司	15,968	11.67	476	18.16
2025-08-14	13F	沃伦·艾弗里特资产管理有限责任公司	118,369	0.15	3,526	6.08
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	67,962	0.14	1,953	-10.70
2025-06-25	NP	GSATX - 高盛小盘价值洞察基金 A 类	166,744	82.25	4,604	51.71
2025-08-13	13F	费希尔资产管理有限责任公司	1,064,929	0.18	31,724	6.09
2025-07-29	13F	地区金融公司	16,027		477
2025-08-15	13F	塔尔研究资本有限责任公司（TRC）	15,166	331.34	452	360.20
2025-08-12	13F	汉诺威顾问公司	7,059		210
2025-08-05	13F	康纳布尔办公公司	18,399	10.50	548	17.09
2025-06-26	NP	FLKSX - 富达低价股票K6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	541,514	5.18	14,951	-12.45
2025-08-07	13F	苏黎世州银行 (Zurcher Kantonalbank)	22,938	8.00	683	14.41
2025-07-28	NP	HDG - ProShares 对冲复制 ETF	157	11.35	5	0.00
2025-07-24	NP	FIDSX - 金融服务组合 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	192,800		5,541
2025-08-19	NP	GARTX - 高盛绝对回报跟踪基金 A 类	2,468	6.20	74	12.31
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	8,767	11.36	252	-0.79
2025-07-25	13F	优素福资本管理有限公司	45,253	1.88	1,348	7.93
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	637,892		17,612
2025-08-14	13F	麦格理集团有限公司	2,421,759	2.74	72,144	8.81
2025-08-08	13F	宾夕法尼亚州公立学校就业重新注册系统	31,194	9.20	929	15.69
2025-06-25	NP	GCSIX - 高盛小型股股票洞察基金机构	63,306	1,099.43	1,748	898.29
2025-08-27	NP	Brighthouse Funds Trust I - 摩根大通小盘价值投资组合 A 类	4,340	0.72	129	6.61
2025-08-14	13F	柯罗尼集团有限责任公司	9,542	10.64	284	17.36
2025-08-14	13F/A	斯科波斯实验室有限公司	1,279	168.70	38	192.31
2025-08-12	13F	Elo 相互养老保险公司	24,788		738
2025-08-28	NP	TPSC - Timothy Plan 美国小盘股核心 ETF	18,216	14.60	543	21.25
2025-08-25	NP	MFS 可变保险信托 III - MFS 新发现价值投资组合初始类别	16,056	5.50	478	11.68
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	802,377	0.75	23,903	6.69
2025-08-08	13F	MTM 投资管理有限责任公司	4,045		121
2025-08-14	13F	普莱斯 T Rowe Associates Inc /md/	98,271	12.95	3	0.00
2025-08-15	13F	CI 私人财富有限责任公司	7,592		226
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	54,451	2.49	1,503	-14.70
2025-07-31	13F	奎斯特合作伙伴有限责任公司	67,229	6,722,800.00	2,003
2025-07-28	NP	AVSU - Avantis 责任美国股票 ETF	3,005	12.17	86	0.00
2025-07-30	13F	第一公民银行和信托公司	51,436		1,532
2025-08-12	13F	保德信金融公司	139,781	7.32	4,561	6.89
2025-08-18	13F	吉诺斯财富管理公司	2,622	10.12	78	18.18
2025-08-12	13F	维度基金顾问有限公司	6,276,059	2.02	186,967	8.04
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	16,410	57.61	453	31.30
2025-08-14	13F	萨斯奎哈纳国际集团有限责任公司	211,895	3.28	6,312	9.37
2025-08-14	13F	Synovus金融公司	34,976	1.39	1,042	7.32
2025-06-25	NP	DIVB - iShares 美国股息和回购 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	1,885	46.81	52	23.81
2025-07-24	NP	FSRBX - 银行投资组合 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	250,200		7,191
2025-08-13	13F	系统财务管理有限公司	899,810	0.99	26,805	6.95
2025-06-26	NP	DFSV - 维度美国小盘价值 ETF	482,963	9.36	13,335	-8.98
2025-08-08	13F	木星资产管理有限公司	152,108	141.28	4,531	155.56
2025-07-29	NP	EBI-长景优势ETF	1,074	2,005.88	31	2,900.00
2025-08-13	13F	施罗德投资管理集团	425,187	0.72	12,734	8.51
2025-08-14	13F	Ieq资本有限公司	18,928		564
2025-08-08	13F	拉森金融集团有限责任公司	47	46.88	1
2025-08-04	13F	俄亥俄州	6,800	7.94	203	14.12
2025-06-26	NP	DFAC - 维度美国核心股票 2 ETF	243,218	7.23	6,715	-10.74
2025-08-14	13F	拉弗蒂资产管理有限责任公司	109,545	9.81	3,263	16.29
2025-07-23	13F	Klp资本管理公司	25,500	7.59	764	13.86
2025-08-14	13F	Wiley Bros.-aintree Capital, Llc	18,768	9.88	559	17.93
2025-08-14	13F	沃洛里奇投资管理有限公司	10,006		298
2025-07-25	13F	俄勒冈州公务员退休基金	27,620	1.10	823	7.03
2025-08-13	13F	挪威银行	1,411,933		42,061
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	653,176	0.75	18,772	-10.16
2025-07-24	13F	Jfs 财富顾问有限公司	94	17.50	3	0.00
2025-08-06	13F	福克斯运行管理有限公司	18,774		559
2025-08-26	NP	BlackRock Advantage US Total Market Fund, Inc. - BlackRock Advantage US Total Market Fund, Inc. 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	8,442		251
2025-06-17	13F	Ridgepath资本管理有限公司	7,412	0.64	209	-12.24
2025-08-14	13F	瑞银资产管理美洲公司	373,914	40.84	11,139	49.16
2025-07-25	13F	海明顿财富管理	153	15.04	0
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	2,241	10.94	64	-1.54
2025-06-26	NP	Dfa Investment Dimensions Group Inc - Va US 目标价值投资组合 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	43,727	6.32	1,207	-11.51
2025-08-13	13F	加州公务员退休制度	192,561	6.84	5,736	13.16
2025-06-26	NP	DXUV-美国维度矢量股票 ETF	3,719	22.82	103	2.00
2025-08-12	13F	Trexquant 投资有限责任公司	197,421		5,881
2025-08-06	13F	真实财富设计有限责任公司	40	3,900.00	1
2025-07-29	NP	ISMD - Inspire 中小型影响力 ETF	12,586	7.60	362	-3.99
2025-08-14	13F	巴利亚斯尼资产管理有限公司	13,814		412
2025-08-14	13F	Point72 资产管理有限合伙人	53,200		1,585
2025-08-14	13F	Xponance公司	9,388	3.23	280	9.41
2025-08-18	NP	PACIFIC SELECT FUND - PD 小盘价值指数投资组合 P 级	15,855	30.89	472	38.82
2025-08-14	13F	Point72（迪拜国际金融中心）有限公司	4,253	246.90	127	270.59
2025-08-28	NP	BlackRock Variable Series Funds, Inc. - BlackRock Advantage 美国总市场 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	2,598		77
2025-07-28	NP	VCSLX - 小盘股指数基金	49,721	8.82	1,429	-2.99
2025-08-06	13F	OneAscent 财富管理有限责任公司	10,790		0
2025-08-07	13F	奥尔沃斯金融有限公司	2,737	13,585.00	82
2025-08-12	13F	恒线顾问公司	362,575	3.90	10,801	10.03
2025-08-14	13F	布雷文·霍华德资本管理有限责任公司	34,039		1,014
2025-08-08	13F	美国信安金融集团	602,370	1.34	17,945	7.32
2025-08-01	13F	德克萨斯州教师退休制度	24,483	27.86	729	35.50
2025-08-19	NP	西北互助系列基金公司 - 600 指数股票投资组合	43,155	4.66	1,286	10.87
2025-08-26	NP	IVCSX - Voya 小型公司投资组合 I 类	71,420	31.78	2,128	39.57
2025-08-14	13F	采石场LP	1,208	30.31	36	34.62
2025-07-23	NP	CFSLX - 专栏小型股基金	6,815	10.24	196	-2.01
2025-07-17	13F	瓦格纳财富管理有限公司	10,329	1.00	308	6.97
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	6,305	6.83	188	12.65
2025-08-29	NP	EZM - WisdomTree 美国中型股基金不适用	29,121	4.40	868	10.59
2025-07-22	NP	GSSC - 高盛 ActiveBeta(R) 美国小盘股 ETF	17,038	36.99	490	22.25
2025-07-28	NP	OMFS - Invesco Russell 2000(R) 动态多因子 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	10,248	0.18	295	-10.64
2025-07-08	13F	并行顾问有限责任公司	135	5.47	4	33.33
2025-08-14	13F	富国银行/百万	215,764	8.68	6,428	15.10
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	11,296	12.24	337	18.73
2025-08-14	13F	雷蒙德詹姆斯金融公司	329,147	9.53	9,805	15.99
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	17,624		525
2025-08-07	13F	品尼高控股有限公司	220		7
2025-08-27	NP	AIM 可变保险基金（INVESCO 可变保险基金）- Invesco Oppenheimer VI Main Street Small Cap Fund Series II	270,909	15.16	8,070	21.96
2025-08-13	13F	M&T银行公司	33,060	0.40	984	6.26
2025-08-20	NP	ASMOX - AQR 小盘动量型基金 I 类	3,602		107
2025-07-30	NP	FCTDX - 战略顾问富达美国总股票基金 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	861,184	6.82	24,750	-4.75

UCB / United Community Banks, Inc. - 机构投资人持股 - 买家

机构和基金投资人持股 - 买家

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