机构和基金投资人持股 - 买家
在胜利资本控股公司中开设新头寸的主要持有者包括 VYM - Vanguard 高股息收益率指数基金 ETF 股票, RYPRX - Royce Premier 基金投资类别, 加贝利基金有限责任公司, Huntleigh Advisors, Inc., FNX - First Trust 中型核心 AlphaDEX 基金, FNY - First Trust 中型成长 AlphaDEX 基金, VT - Vanguard Total World Stock Index Fund ETF 股票, CenterBook 合作伙伴有限责任公司, 波伦资本管理有限公司, 劳鲁斯投资顾问公司, Gamco Investors, Inc. 等, GCTIX - 高盛美国税务管理股票基金机构, 磁星金融有限责任公司, JHSC - 约翰汉考克多因素小盘股 ETF, ESGV - 先锋ESG美国股票ETF ETF股票, 萨斯奎哈纳投资组合策略有限责任公司, ALIL - 专注于银色资产的小型股 ETF, Stegent 股权顾问公司, Readystate资产管理有限公司, 和 维克斯资本 .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 700 | 0 | |||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 1,000 | 0 | |||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 140,770 | 43.23 | 8,963 | 57.59 | ||||
| 2025-08-13 | 13F | 亚利桑那州退休系统 | 12,694 | 5.16 | 808 | 15.76 | ||||
| 2025-07-18 | 13F | 山茱萸财富管理有限公司 | 67 | 4 | ||||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 22,661 | 82.03 | 1,379 | 91.39 | ||||
| 2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 5,795 | 5.73 | 332 | -8.56 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 200 | 8.11 | 11 | -8.33 | ||||
| 2025-07-30 | 13F | 论坛财务管理有限合伙人 | 3,414 | 217 | ||||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-08-25 | NP | DSMC - 馏分油中小型现金流 ETF | 7,949 | 3.18 | 506 | 13.71 | ||||
| 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 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/摩根士丹利小型股成长投资组合 IB 级 | 7,319 | 13.05 | 466 | 24.60 | ||||
| 2025-08-07 | 13F | PFG顾问 | 8,461 | 9.58 | 539 | 20.63 | ||||
| 2025-08-26 | NP | TRSYX - T. Rowe Price 小盘股指数基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,149 | 20.30 | 264 | 32.66 | ||||
| 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 | 1,069 | 13.60 | 68 | 25.93 | ||||
| 2025-08-14 | 13F | 水产资本管理有限责任公司 | 10,474 | 667 | ||||||
| 2025-05-20 | NP | FLQS - 富兰克林 LibertyQ 美国小盘股 ETF | 2,112 | 11.16 | 122 | -1.61 | ||||
| 2025-07-14 | 13F | Counterpoint 共同基金有限责任公司 | 11,527 | 734 | ||||||
| 2025-06-25 | NP | HDV - iShares 核心高股息 ETF | 72,687 | 13.93 | 4,164 | -1.37 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳投资组合策略有限责任公司 | 8,356 | 532 | ||||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 9,903 | 0.53 | 631 | 10.53 | ||||
| 2025-08-26 | NP | IJSIX - VY(R) 摩根大通小盘核心股票投资组合 I 类 | 2,909 | 143.43 | 185 | 168.12 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - MetLife Russell 2000 指数投资组合 A 类 | 16,008 | 8.13 | 1,019 | 19.04 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 693 | 34,550.00 | 44 | |||||
| 2025-08-22 | NP | FECGX - 富达小盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 29,937 | 16.39 | 1,906 | 28.09 | ||||
| 2025-06-25 | NP | DGRO - iShares 核心股息增长 ETF | 103,789 | 29.28 | 5,946 | 11.91 | ||||
| 2025-06-25 | NP | DIVB - iShares 美国股息和回购 ETF | 2,523 | 75.33 | 145 | 51.58 | ||||
| 2025-07-28 | NP | VCSLX - 小盘股指数基金 | 17,936 | 14.15 | 1,112 | 10.54 | ||||
| 2025-08-12 | 13F | 熵技术有限公司 | 4,556 | 290 | ||||||
| 2025-08-14 | 13F | Point72香港有限公司 | 3,222 | 205 | ||||||
| 2025-07-29 | NP | EBI-长景优势ETF | 967 | 3,123.33 | 60 | 5,800.00 | ||||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 3,262 | 0 | ||||||
| 2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 373 | 16.20 | 24 | 27.78 | ||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 19,453 | 1 | ||||||
| 2025-08-12 | 13F | 瑞士国家银行 | 83,100 | 1.47 | 5,291 | 11.63 | ||||
| 2025-08-11 | 13F | 入口点资本有限责任公司 | 5,123 | 326 | ||||||
| 2025-08-07 | 13F | Readystate资产管理有限公司 | 6,892 | 439 | ||||||
| 2025-07-28 | NP | DWAS - Invesco DWA SmallCap Momentum 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 | 100,616 | 18.15 | 6,239 | 14.41 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 摩根大通小型股核心基金服务类别 | 3,322 | 130.69 | 212 | 154.22 | ||||
| 2025-08-26 | NP | JSCSX - 摩根大通美国小公司基金 I 类 | 16,454 | 138.50 | 1,048 | 162.41 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Franklin 小型公司价值投资组合 1 级 | 104,476 | 19.35 | 5,985 | 3.31 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | 267,088 | 2.36 | 17,005 | 12.62 | ||||
| 2025-08-11 | 13F | 罗伊斯联合有限责任公司 | 505,630 | 43.01 | 32,193 | 57.34 | ||||
| 2025-08-14 | 13F | 瑞银集团 | 177,400 | 21.75 | 11,295 | 33.95 | ||||
| 2025-07-31 | 13F | MQS 管理有限责任公司 | 3,743 | 238 | ||||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 212,462 | 4.13 | 13,527 | 14.57 | ||||
| 2025-08-13 | 13F | 资本世界投资者 | 3,468,654 | 6.20 | 220,849 | 16.85 | ||||
| 2025-08-14 | 13F | Aster 资本管理（DIFC）有限公司 | 762 | 49 | ||||||
| 2025-07-28 | 13F | 里索尔兹财富管理 | 25,143 | 99.12 | 1,601 | 119.18 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 312 | 176.11 | 20 | 171.43 | ||||
| 2025-08-29 | NP | DES - WisdomTree 美国小型股股息基金 不适用 | 172,688 | 2.33 | 10,995 | 12.60 | ||||
| 2025-08-12 | 13F | 恒线顾问公司 | 66,241 | 13.94 | 4,218 | 25.36 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - ATM 小盘波动率管理投资组合 K 级 | 14,561 | 1.73 | 927 | 11.96 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/2000 管理波动性投资组合 IB 级 | 51,954 | 8.60 | 3,308 | 19.47 | ||||
| 2025-06-26 | NP | JHSC - 约翰汉考克多因素小盘股 ETF | 10,108 | 579 | ||||||
| 2025-05-29 | NP | USVM - VictoryShares USAA MSCI 美国小盘股价值动量 ETF | 46,554 | 142.25 | 2,694 | 153.20 | ||||
| 2025-08-13 | 13F | 肯尼迪资本管理公司 | 103,535 | 6,592 | ||||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 1,640,291 | 6.06 | 104,437 | 16.69 | ||||
| 2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 2,091 | 2.60 | 133 | 13.68 | ||||
| 2025-08-12 | 13F | 公共部门养老金投资委员会 | 145,066 | 0.55 | 9,236 | 10.62 | ||||
| 2025-08-14 | 13F | 沃洛里奇投资管理有限公司 | 35,394 | 2,254 | ||||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 59,299 | 4 | ||||||
| 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 | 5,666 | 8.54 | 361 | 19.21 | ||||
| 2025-06-25 | NP | FNY - First Trust 中型成长 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 | 26,839 | 1,538 | ||||||
| 2025-08-15 | NP | 罗伊斯价值信托公司 | 61,700 | 14.97 | 3,928 | 26.51 | ||||
| 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 | 27,857 | 1,596 | ||||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 66 | 10.00 | 4 | 33.33 | ||||
| 2025-08-27 | NP | RYRUX - Russell 2000 2x 策略基金 A 级股票 | 226 | 9.18 | 14 | 27.27 | ||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 69 | 4 | ||||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 103 | 7 | ||||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 86,350 | 1.07 | 5,498 | 11.19 | ||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 6,072 | 387 | ||||||
| 2025-07-10 | 13F | 穆迪国家银行信托部 | 98,300 | 21.10 | 6,259 | 33.23 | ||||
| 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 | 416,108 | 2.40 | 23,839 | -11.35 | ||||
| 2025-08-27 | NP | VEXMX - 先锋扩展市场指数基金投资者股票 | 727,998 | 6.05 | 46,352 | 16.68 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 13,687 | 19.47 | 784 | 3.43 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 基本美国小型股基金 (A) | 1,524 | 98.44 | 97 | 120.45 | ||||
| 2025-06-27 | NP | EBIT - Harbor AlphaEdge 小型股收益者 ETF | 306 | 9.68 | 18 | -5.56 | ||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 357 | 8.51 | 23 | 15.79 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 21,600 | 35.85 | 1,375 | 49.46 | ||||
| 2025-08-27 | NP | RYRRX - 罗素 2000 基金 A 类 | 104 | 7.22 | 7 | 20.00 | ||||
| 2025-08-27 | NP | PIBAX - PGIM 平衡基金 A 类 | 2,300 | 9.52 | 146 | 20.66 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 4,772 | 304 | ||||||
| 2025-07-30 | NP | OUSM - ALPS | O'Shares 美国小型股优质股息 ETF 股票 | 151,178 | 2.57 | 9,375 | -0.68 | ||||
| 2025-08-06 | 13F | 马克·谢普托夫财务规划有限公司 | 39 | 2 | ||||||
| 2025-08-14 | 13F | 高盛集团公司 | 527,018 | 43.87 | 33,555 | 58.29 | ||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 3,621 | 0 | ||||||
| 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 | 33,960 | 11.86 | 2,162 | 23.12 | ||||
| 2025-08-22 | NP | DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 小盘股指数 VIP A 级 | 6,797 | 8.54 | 433 | 19.34 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 533,100 | 4.21 | 33,942 | 14.66 | ||||
| 2025-07-10 | 13F | 瑞典银行 | 600,000 | 4.35 | 38,202 | 14.81 | ||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 424 | 2,131.58 | 27 | 2,500.00 | ||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 3,821 | 15.30 | 243 | 27.23 | ||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 16 | 1 | ||||||
| 2025-08-18 | NP | 太平洋精选基金 - 小盘股指数投资组合 I 类 | 11,958 | 13.08 | 761 | 24.55 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 小型股指数投资组合 1 级 | 4,674 | 2.54 | 268 | -11.30 | ||||
| 2025-07-23 | 13F | 劳鲁斯投资顾问公司 | 19,350 | 1,232 | ||||||
| 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 | 12,235 | 3.61 | 701 | -10.37 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理小型股投资组合 1 级 | 810 | 153.12 | 52 | 183.33 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 1,504 | 1,048.09 | 96 | 1,257.14 | ||||
| 2025-08-13 | 13F | 加贝利基金有限责任公司 | 93,756 | 5,969 | ||||||
| 2025-08-13 | 13F | 北方信托公司 | 434,567 | 4.11 | 27,669 | 14.55 | ||||
| 2025-07-22 | NP | GSSC - 高盛 ActiveBeta(R) 美国小盘股 ETF | 11,426 | 11.57 | 709 | 8.09 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT GS 小盘股票洞察基金 Y 级 | 15,261 | 972 | ||||||
| 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 | 54,908 | 2.80 | 3,146 | -11.01 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 5,816 | 54.97 | 370 | 70.51 | ||||
| 2025-08-13 | 13F | 麦肯齐金融公司 | 25,233 | 0.59 | 1,607 | 10.68 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 294 | 326.09 | 19 | 500.00 | ||||
| 2025-08-26 | NP | NSIDX - 北方小盘股指数基金 | 20,463 | 8.95 | 1,303 | 19.89 | ||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 4 | 100.00 | 0 | |||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 5 | 150.00 | 0 | |||||
| 2025-08-14 | 13F | 加州教师退休制度 | 39,094 | 1.20 | 2,489 | 11.36 | ||||
| 2025-07-08 | 13F | NBC 证券公司 | 3,735 | 0 | ||||||
| 2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 6,493 | 11.45 | 413 | 22.55 | ||||
| 2025-07-29 | NP | SMXAX - SIIT 扩展市场指数基金 - A 类 | 6,700 | 21.82 | 415 | 17.90 | ||||
| 2025-08-18 | 13F/A | Kestra 投资管理有限责任公司 | 105 | 7 | ||||||
| 2025-06-26 | NP | ISCV - iShares Morningstar 小盘价值 ETF | 3,187 | 4.39 | 183 | -9.90 | ||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 6,129 | 2.01 | 0 | |||||
| 2025-08-28 | NP | CPAEX - Counterpoint Tactical Equity Fund A 类股票 | 11,527 | 69.89 | 734 | 86.99 | ||||
| 2025-07-07 | 13F | 西联银行 | 29,433 | 1.63 | 1,874 | 11.81 | ||||
| 2025-08-26 | NP | GCTIX - 高盛美国税务管理股票基金机构 | 13,056 | 831 | ||||||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 133,959 | 8.42 | 7,675 | -6.14 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 11,892 | 1.86 | 757 | 12.15 | ||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 61,220 | 27.97 | 3,898 | 40.79 | ||||
| 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 | 7,950 | 18.22 | 455 | 2.25 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 6,144 | 391 | ||||||
| 2025-06-30 | NP | VYM - Vanguard 高股息收益率指数基金 ETF 股票 | 154,538 | 8,853 | ||||||
| 2025-08-27 | NP | RYMKX - 罗素 2000 1.5 倍策略基金 H 级 | 62 | 8.77 | 4 | 0.00 | ||||
| 2025-06-25 | NP | BKSE - 纽约梅隆银行美国小盘核心股票 ETF | 2,276 | 3.60 | 130 | -10.34 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 45,661 | 64.70 | 2,907 | 81.23 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 6,761 | 21.06 | 430 | 33.13 | ||||
| 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 | 64,307 | 7.52 | 3,988 | 4.10 | ||||
| 2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 8,921 | 553 | ||||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 54,498 | 13.38 | 3,470 | 24.74 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 25,867 | 1,482 | ||||||
| 2025-08-25 | NP | QWVOX - Clearwater 小公司基金 | 25,113 | 22.39 | 1,599 | 34.63 | ||||
| 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 | 35,814 | 16.75 | 2,052 | 1.03 | ||||
| 2025-07-09 | 13F | 港湾资本顾问公司 | 307 | 9.64 | 0 | |||||
| 2025-08-29 | NP | EZM - WisdomTree 美国中型股基金 不适用 | 18,809 | 0.74 | 1,198 | 10.83 | ||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 19,057 | 14.84 | 1,213 | 26.22 | ||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 28,673 | 3.84 | 1,826 | 14.28 | ||||
| 2025-08-29 | NP | DEW - WisdomTree 全球高股息基金 不适用 | 772 | 85.13 | 49 | 113.04 | ||||
| 2025-07-25 | NP | AFSM - First Trust Active Factor 小盘股 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 | 1,173 | 0.86 | 73 | -2.70 | ||||
| 2025-07-28 | NP | HDG - ProShares 对冲复制 ETF | 54 | 12.50 | 3 | 0.00 | ||||
| 2025-07-29 | NP | VFMF - Vanguard 美国多因素 ETF ETF 股票 | 9,707 | 3.53 | 602 | 0.17 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 57 | 4 | ||||||
| 2025-08-14 | 13F | 曼氏集团 | 62,000 | 11.17 | 3,948 | 22.31 | ||||
| 2025-08-26 | NP | Profunds - Profund 超小型股副总裁 | 155 | 4.03 | 10 | 12.50 | ||||
| 2025-07-16 | 13F | 肯德尔资本管理公司 | 90,189 | 2.85 | 5,742 | 13.17 | ||||
| 2025-07-29 | NP | GMUEX - GMO 美国三级股票基金 | 2,203 | 29.36 | 137 | 24.77 | ||||
| 2025-08-12 | 13F | 德国商业银行 | 8,600 | 6.17 | 1 | |||||
| 2025-08-11 | 13F | 塞泽特资本合伙公司 | 60,741 | 2.27 | 3,867 | 12.51 | ||||
| 2025-07-28 | NP | MSSM - 摩根士丹利 Pathway 中小型股 ETF | 1,899 | 19.96 | 118 | 15.84 | ||||
| 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 | 102,057 | 2.73 | 5,847 | -11.07 | ||||
| 2025-08-26 | NP | Profunds - Profunds 小型股副总裁 | 101 | 8.60 | 6 | 20.00 | ||||
| 2025-08-26 | NP | IRSIX - Voya Russell™ 小盘股指数投资组合 ADV 级 | 8,918 | 6.36 | 568 | 16.91 | ||||
| 2025-07-10 | 13F | 红鹰财富顾问公司 | 37,464 | 3.74 | 2,385 | 14.17 | ||||
| 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 | 711 | 48.43 | 44 | 46.67 | ||||
| 2025-05-15 | NP | PSC - 主要美国小盘多因素指数 ETF | 51,260 | 4.53 | 2,966 | -7.57 | ||||
| 2025-06-24 | NP | BBSC - 摩根大通 BetaBuilders 美国小盘股 ETF | 14,922 | 11.49 | 855 | -3.50 | ||||
| 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 | 32,387 | 93.76 | 1,855 | 67.72 | ||||
| 2025-08-15 | 13F | Binnacle投资公司 | 10 | 1 | ||||||
| 2025-08-14 | 13F | 都铎投资公司等 | 16,579 | 1,056 | ||||||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 4,521 | 5.07 | 288 | 15.26 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 10,130 | 15.68 | 645 | 27.27 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. 等 | 13,590 | 865 | ||||||
| 2025-08-29 | NP | JAEWX - 小盘股指数信托资产净值 | 8,389 | 6.27 | 534 | 17.11 | ||||
| 2025-08-26 | NP | Texas Capital Funds Trust - Texas Capital 德克萨斯股票指数 ETF | 462 | 4.52 | 29 | 16.00 | ||||
| 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 | 10,478 | 667 | ||||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 9,081 | 1.96 | 578 | 12.23 | ||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | 3,574 | 228 | ||||||
| 2025-07-22 | NP | FSCC - 联邦 Hermes MDT 小型股核心 ETF | 1,217 | 17.24 | 75 | 13.64 | ||||
| 2025-08-19 | 13F | 霍希默财富管理有限公司 | 3,778 | 241 | ||||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 34,186 | 2,177 | ||||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 228 | 135.05 | 15 | 180.00 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者美国小型股管理式 ETF | 384 | 60.00 | 22 | 40.00 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 90,135 | 40.89 | 5,739 | 55.00 | ||||
| 2025-08-13 | 13F | 宽博科技有限公司 | 1,224 | 206.00 | 78 | 234.78 | ||||
| 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 | 20,329 | 0.54 | 1,165 | -13.00 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 59,432 | 13.62 | 3,784 | 25.01 | ||||
| 2025-08-14 | 13F | 星云研究与开发有限责任公司 | 37,869 | 3.70 | 2,411 | 14.10 | ||||
| 2025-07-29 | NP | WPGHX - WPG Partners 精选对冲基金机构 | Short | -4,673 | -290 | |||||
| 2025-08-27 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 3,565 | 227 | ||||||
| 2025-08-14 | 13F | 工程师 门经理 LP | 29,728 | 71.30 | 1,893 | 88.45 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 10,174 | 3.27 | 648 | 13.51 | ||||
| 2025-08-14 | 13F | Optiver控股有限公司 | 228 | 7.55 | 15 | 16.67 | ||||
| 2025-07-29 | 13F | 维斯塔金融有限公司 | 6,541 | 4.06 | 416 | 14.60 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - Russell 2000(R) 1.5x 策略基金可变年金 | 12 | 9.09 | 1 | |||||
| 2025-08-27 | NP | NAESX - 先锋小型股指数基金投资者股票 | 618,412 | 1.74 | 39,374 | 11.94 | ||||
| 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 | 98,951 | 21.85 | 6,136 | 17.98 | ||||
| 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 | 24,756 | 23.44 | 1,418 | 6.86 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 85,332 | 155.70 | 5,433 | 181.36 | ||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 92 | 318.18 | 6 | 400.00 | ||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 453 | 0 | ||||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 小盘股指数基金 | 1,300 | 8.33 | 83 | 18.84 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 5,796 | 57.54 | 369 | 74.06 | ||||
| 2025-08-05 | 13F | 纽约梅隆银行 | 439,000 | 3.78 | 27,951 | 14.19 | ||||
| 2025-07-29 | 13F | 计划解决方案公司 | 3,281 | 209 | ||||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 1,091 | 5.00 | 69 | 15.00 | ||||
| 2025-07-30 | NP | ALIL - 专注于银色资产的小型股 ETF | 7,570 | 469 | ||||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 107 | 143.18 | 7 | 200.00 | ||||
| 2025-07-11 | 13F/A | Livforsakringsbolaget Skandia, Omsesidigt | 49,700 | 16.94 | 3,164 | 28.72 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 小盘指数基金 II 类 | 8,601 | 14.04 | 548 | 25.46 | ||||
| 2025-06-25 | NP | FAD - First Trust Multi Cap Growth 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 | 5,637 | 58.21 | 323 | 37.02 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国 Social Core Equity 2 投资组合股票 | 6,090 | 17.18 | 349 | 1.46 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 110 | 7 | ||||||
| 2025-06-26 | NP | ISCG - iShares Morningstar 小盘成长 ETF | 7,529 | 5.27 | 431 | -8.88 | ||||
| 2025-06-24 | NP | FRVLX - 富兰克林小盘价值基金 A 类 | 1,414,383 | 16.35 | 81,030 | 0.72 | ||||
| 2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 26,518 | 8.68 | 1,688 | 19.55 | ||||
| 2025-08-15 | NP | 罗伊斯全球价值信托公司 | 10,470 | 16.72 | 667 | 28.32 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 1,359,120 | 26.55 | 86,545 | 39.22 | ||||
| 2025-07-29 | NP | VRTIX - Vanguard Russell 2000 指数基金机构股票 | 206,477 | 9.61 | 12,804 | 6.13 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 15,957 | 27.58 | 1,016 | 40.39 | ||||
| 2025-08-15 | NP | PENNX - 罗伊斯宾夕法尼亚共同基金投资类别 | 43,000 | 1.74 | 2,738 | 11.94 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 9 | 1 | ||||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 6,600 | 29.41 | 420 | 42.37 | |||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 159,680 | 244.48 | 10,167 | 282.07 | ||||
| 2025-08-14 | 13F | 采石场LP | 588 | 880.00 | 37 | 1,133.33 | ||||
| 2025-08-04 | 13F | Daymark 财富合作伙伴有限公司 | 37,099 | 0.27 | 2,362 | 10.32 | ||||
| 2025-08-29 | NP | STXK-Strive 小型股 ETF | 1,513 | 3.35 | 96 | 14.29 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Russell 中小型股指数基金投资者 A | 6,161 | 8.37 | 353 | -6.38 | ||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | 91,603 | 1.80 | 5,832 | 12.00 | ||||
| 2025-07-29 | 13F | 弗吉尼亚退休系统等 | 11,700 | 31.46 | 745 | 44.47 | ||||
| 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 | 27,509 | 4.52 | 1,576 | -9.53 | ||||
| 2025-08-26 | NP | PEXMX - T. Rowe Price 扩展股票市场指数基金 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 | 3,629 | 43.50 | 231 | 58.22 | ||||
| 2025-08-25 | NP | SMCWX - 小盘世界基金公司 A 类 | 3,328,141 | 3.39 | 211,903 | 13.75 | ||||
| 2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 104,034 | 4.62 | 7 | 20.00 | ||||
| 2025-08-22 | NP | 可变保险产品基金 II - 扩展市场指数投资组合初始类别 | 2,354 | 4.21 | 150 | 14.62 | ||||
| 2025-08-12 | 13F | Elo 相互养老保险公司 | 16,762 | 33.87 | 1,067 | 47.38 | ||||
| 2025-08-28 | NP | SEIS – SEI 精选小型股 ETF | 26,213 | 97.82 | 1,669 | 117.75 | ||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 36,500 | 16.32 | 2 | 100.00 | ||||
| 2025-08-22 | NP | FESM - 富达增强型小型股 ETF | 180,957 | 4.94 | 11,522 | 15.45 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 6 | 0 | ||||||
| 2025-06-27 | NP | RSSL - Global X Russell 2000 ETF | 24,992 | 6.64 | 1,432 | -7.68 | ||||
| 2025-08-26 | NP | SMIG - AAM Bahl & Gaynor 中小型股收入增长 ETF | 765,387 | 8.58 | 48,732 | 19.46 | ||||
| 2025-07-15 | 13F | 马塞科律师事务所 | 472 | 30 | ||||||
| 2025-07-18 | 13F | 维克斯资本 | 4,375 | 279 | ||||||
| 2025-08-14 | 13F | 道富银行 | 1,239,361 | 3.33 | 78,910 | 13.69 | ||||
| 2025-08-12 | 13F | 磁星金融有限责任公司 | 10,171 | 648 | ||||||
| 2025-08-28 | NP | IWO - iShares Russell 2000 Growth ETF | 393,807 | 5.56 | 25,074 | 16.14 | ||||
| 2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert VP Russell 2000 小型股指数投资组合 - I 类 | 4,521 | 5.07 | 288 | 15.26 | ||||
| 2025-08-12 | 13F | 公园广场金融集团有限责任公司 | 68 | 4 | ||||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 4,760 | 303 | ||||||
| 2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 10 | 1 | ||||||
| 2025-08-14 | 13F | 达格科公司 | 5,015 | 0.78 | 319 | 11.15 | ||||
| 2025-08-26 | NP | VVICX - Voya VACS 指数系列 SC 投资组合 | 3,071 | 12.20 | 196 | 23.42 | ||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 7,429 | 377.75 | 473 | 431.46 | ||||
| 2025-07-30 | 13F | 德纳利顾问有限公司 | 105,277 | 494.55 | 6,703 | 554.49 | ||||
| 2025-08-14 | 13F | Smartleaf资产管理有限责任公司 | 31 | 210.00 | 2 | |||||
| 2025-07-24 | NP | ESML - iShares ESG MSCI 美国小型股 ETF | 32,014 | 1.10 | 1,985 | -2.07 | ||||
| 2025-08-27 | NP | BBGSX - Bridge Builder 中小型股成长基金 | 9,361 | 14.30 | 596 | 26.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 小型股成长投资组合 IB 类 | 16,110 | 2.55 | 1,026 | 12.76 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 99,136 | 9.71 | 6,312 | 20.69 | ||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 2 | 0 | ||||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 4,320 | 0.70 | 275 | 10.89 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 335 | 12.79 | 21 | 23.53 | ||||
| 2025-08-12 | 13F | CenterBook 合作伙伴有限责任公司 | 24,890 | 1,585 | ||||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 44,926 | 176.88 | 3 | |||||
| 2025-08-13 | 13F | 波伦资本管理有限公司 | 21,386 | 1,362 | ||||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 36,833 | 94.64 | 2,110 | 68.53 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | 5,502 | 65.82 | 350 | 82.29 | ||||
| 2025-08-14 | 13F | 椴木资本管理有限公司 | 437,409 | 37.87 | 27,850 | 51.68 | ||||
| 2025-06-24 | NP | SFSNX - Schwab Fundamental 美国小公司指数基金机构股票 | 20,447 | 34.04 | 1,171 | 16.06 | ||||
| 2025-07-10 | 13F | 宾夕法尼亚州钱伯斯堡农商信托公司 | 100 | 0 | ||||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 1,208 | 36.96 | 77 | 49.02 | ||||
| 2025-08-13 | 13F | 阿蒙迪 | 3,293,471 | 213,219 | ||||||
| 2025-08-27 | NP | JNL 系列信托 - JNL 多管理人小型股成长基金 (A) | 93,183 | 8.35 | 5,933 | 19.21 | ||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 1,111 | 18.07 | 69 | 13.33 | ||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 9,767 | 18.96 | 622 | 30.74 | ||||
| 2025-07-11 | 13F | 附件咨询服务有限责任公司 | 520,028 | 31.57 | 33,110 | 44.76 | ||||
| 2025-07-31 | 13F | Stegent 股权顾问公司 | 7,432 | 473 | ||||||
| 2025-08-11 | 13F | 先锋集团公司 | 4,225,870 | 3.19 | 269,061 | 13.53 | ||||
| 2025-08-12 | 13F | 创始者有限公司 | 4,893 | 312 | ||||||
| 2025-06-25 | NP | ISCB - iShares 晨星小型股 ETF | 2,109 | 6.14 | 121 | -8.40 | ||||
| 2025-08-15 | NP | RYPRX - Royce Premier 基金投资类别 | 106,985 | 6,812 | ||||||
| 2025-07-25 | NP | WSML - iShares MSCI 全球小型股 ETF | 3,094 | 192 | ||||||
| 2025-07-14 | 13F | 银色资本管理有限公司 | 121,309 | 1.17 | 7,724 | 11.31 | ||||
| 2025-07-16 | NP | CGMM - 资本集团美国中小型股ETF份额类别 | 83,283 | 266.11 | 5,164 | 254.67 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 855 | 41.79 | 54 | 38.46 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 28 | 154.55 | 2 | |||||
| 2025-08-14 | 13F | 格拉纳汉投资管理公司/马 | 1,195,300 | 14.06 | 76,105 | 25.49 | ||||
| 2025-08-26 | NP | QUANTITATIVE MASTER SERIES LLC - Master 小盘股指数系列 | 76,724 | 9.45 | 4,885 | 20.44 | ||||
| 2025-08-26 | NP | TEXN - iShares 德州股票 ETF | 93 | 6 | ||||||
| 2025-07-23 | 13F | Klp资本管理公司 | 9,400 | 14.63 | 598 | 26.16 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | 112,724 | 27.92 | 7,177 | 40.75 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | 3,692,228 | 1.07 | 235,084 | 11.20 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 96,333 | 54.05 | 6 | 100.00 | ||||
| 2025-08-12 | 13F | 皮克顿马奥尼资产管理公司 | 8,945 | 40,559.09 | 1 | |||||
| 2025-07-23 | NP | CFSLX - 专栏小型股基金 | 18,939 | 19.62 | 1,174 | 15.89 | ||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 10,332 | 1.60 | 658 | 11.73 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | 16,561 | 1,054 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 7,008 | 13.11 | 446 | 24.58 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 7,388 | 470 | ||||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 5,674 | 651.52 | 361 | 739.53 | ||||
| 2025-08-14 | 13F | Xponance公司 | 3,446 | 219 | ||||||
| 2025-08-26 | NP | FTKI - First Trust Small Cap BuyWrite Income ETF | 44 | 4.76 | 3 | 0.00 | ||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 2,381 | 10.44 | 136 | -4.23 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 4,600 | 15.00 | 293 | 26.41 | |||
| 2025-06-27 | NP | OSCV - Opus 小盘价值 ETF | 93,658 | 12.80 | 5,366 | -2.37 | ||||
| 2025-08-12 | 13F | Crestview Partners II 普通合伙人、有限合伙人 | 7,616,404 | 0.01 | 484,936 | 10.03 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 109,541 | 8.53 | 6,974 | 19.42 | ||||
| 2025-08-12 | 13F | 动态技术实验室私人有限公司 | 8,580 | 22.92 | 546 | 35.15 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 15,600 | 3.31 | 993 | 13.75 |
