VRTS 机构投资人持股, 买家 - Virtus Investment Partners, Inc.

机构和基金投资人持股 - 买家

在Virtus 投资伙伴公司中开设新头寸的主要持有者包括 Glenmede投资管理有限公司, MDIV - 多资产多元化收益指数基金, 德纳利顾问有限公司, Ieq资本有限公司, 萨斯奎哈纳投资组合策略有限责任公司, CenterBook 合作伙伴有限责任公司, 第一公民银行和信托公司, Envestnet 投资组合解决方案公司, DFSV - 维度美国小盘价值 ETF, 财富增值咨询服务有限公司, 雷蒙德詹姆斯金融公司, ERNZ - TrueShares 主动收益 ETF, WSML - iShares MSCI 全球小型股 ETF, EBI-长景优势ETF, HEJD - VictoryShares 对冲股票收益 ETF, 圣日耳曼 DJ 公司, AXVNX - Acclivity 小盘价值基金 Acclivity 小盘价值 N 类股票, 托莱多信托公司 Na /oh/, TIFF 投资计划 - TIFF 多元资产基金, 和 MCF 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	类型	股份	Δ 股份 (%)	报告价值 ($1000)	Δ 价值 (%)
2025-08-13	13F	胡贝尔资本管理有限责任公司		15,468	80.53	2,806	90.04
2025-08-12	13F	SRS 资本顾问公司		4		1
2025-08-14	13F	Ieq资本有限公司		6,376		1,157
2025-07-11	13F/A	Umb Bank 北美/月		66	88.57	12	83.33
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		36,367	1.63	6,208	-7.61
2025-06-26	NP	DFAS - 维度美国小型股 ETF		21,329	5.42	3,276	-18.86
2025-08-14	13F	萨斯奎哈纳投资组合策略有限责任公司		5,800		1,052
2025-08-13	13F	宽博科技有限公司		5,250	30.92	952	37.77
2025-08-13	13F	亚利桑那州退休系统		1,922	0.47	349	5.78
2025-06-26	NP	DFUS - 维度美国股票 ETF		1,852	14.82	284	-11.53
2025-07-25	13F	斯蒂芬斯咨询有限公司		5		1
2025-07-25	NP	FNDA - 嘉信基本面美国小公司指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		33,360	17.94	5,695	7.21
2025-05-15	13F	德克萨斯州永久学校基金		4,600		707
2025-08-12	13F	Axq资本有限合伙人		4,415	153.01	801	166.67
2025-08-14	13F	瑞银资产管理美洲公司		20,427	25.86	3,705	32.46
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		9,313	7.49	1,590	-2.28
2025-05-30	NP	ERNZ - TrueShares 主动收益 ETF		682		118
2025-08-26	NP	NOSGX - 北方小盘价值基金		3,547	247.06	643	160.32
2025-08-26	NP	VVICX - Voya VACS 指数系列 SC 投资组合		475	4.17	86	10.26
2025-08-12	13F	富兰克林资源公司		9,706	6.64	1,761	12.24
2025-06-26	NP	DFFVX - 美国目标价值投资组合 - 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		39,272	6.39	6,032	-18.09
2025-07-25	NP	WSML - iShares MSCI 全球小型股 ETF		637		109
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		12,416	3.71	2,119	-5.70
2025-08-27	NP	Jnl 系列信托 - Jnl 多管理人小盘价值基金 (a)		58,500	22.83	10,612	29.28
2025-08-14	13F	综合财富概念有限责任公司		2,131	47.17	387	55.02
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		344	5.85	62	10.71
2025-03-28	NP	JPSE - 摩根大通多元化回报美国小盘股 ETF		434	15.12	87	6.17
2025-08-14	13F	水产资本管理有限责任公司		2,523	144.48	458	158.19
2025-08-12	13F	熵技术有限公司		1,570	23.62	285	30.28
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		1,296	16.76	199	-9.95
2025-07-29	NP	EBI-长景优势ETF		535		91
2025-07-24	13F	托莱多信托公司 Na /oh/		90		16
2025-08-14	13F	Glenmede投资管理有限公司		67,800		12,299
2025-08-12	13F	CenterBook 合作伙伴有限责任公司		3,884		705
2025-08-13	13F	RSM美国财富管理有限公司		2,218	9.05	402	14.86
2025-08-14	13F	美国银行 /de/		35,147	14.24	6,376	20.24
2025-06-30	NP	SMDX - Intech 标准普尔小型中型多元化阿尔法 ETF		27		4
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		145	7.41	26	13.04
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		33,493	8.17	5,717	-1.65
2025-08-14	13F/A	斯科波斯实验室有限公司		24	380.00	4
2025-07-28	NP	VCSLX - 小盘股指数基金		3,083	19.40	526	8.68
2025-08-13	13F	胜利资本管理公司		109,555	15.72	19,873	21.79
2025-08-12	13F	恒线顾问公司		21,901	3.02	3,973	8.41
2025-08-13	13F	挪威银行		39,563		7,177
2025-08-14	13F	AWH资本有限合伙人		24,742	6.45	4,488	12.06
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		882	6.39	160	11.97
2025-05-27	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		3,422	0.50	590	-21.57
2025-07-16	13F	阿拉斯加州税务部		3,861	5.61	1
2025-08-06	13F	真实财富设计有限责任公司		30	500.00	5
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		246	37.43	42	24.24
2025-08-07	13F	休斯金融服务有限责任公司		6		1
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		2,010	4.09	309	-20.00
2025-06-26	NP	KCXIX - Knights of Columbus 美国全盘指数基金 I 股		27	3.85	4	-20.00
2025-08-12	13F	公共部门养老金投资委员会		22,197	5.94	4,027	11.49
2025-07-28	NP	AVSBX - Avantis 美国小型股股票基金 G 类		845	48.51	144	35.85
2025-08-20	NP	全国可变保险信托 - NVIT 多经理小盘价值基金 I 类		13,447	23.70	2,439	30.22
2025-08-14	13F	联信银行		2,332	3.05	423	8.46
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		219,632	1.36	39,841	6.68
2025-08-18	NP	PACIFIC SELECT FUND - PD 小盘价值指数投资组合 P 级		868	94.62	157	106.58
2025-08-14	13F	沃洛里奇投资管理有限公司		1,949		354
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		5,032	2.03	913	7.29
2025-08-27	NP	BBVSX - Bridge Builder 中小盘价值基金		3,195	379.01	580	407.89
2025-08-11	13F	科维斯特有限公司		7	600.00	0
2025-08-14	13F	舍恩菲尔德战略顾问有限责任公司		7,231		1,312
2025-06-27	NP	RSSL - Global X Russell 2000 ETF		4,025	4.46	618	-19.53
2025-08-14	13F	雷蒙德詹姆斯金融公司		809		147
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
2025-07-25	13F	CWM有限公司		2,133	910.90	0
2025-08-12	13F	峰会全球投资		4,382		1
2025-06-26	NP	DXUV-美国维度矢量股票 ETF		241	2,912.50	37	3,600.00
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		891	7.48	137	-17.58
2025-08-14	13F	加拿大皇家银行		112,041	18.22	20,324	24.41
2025-08-14	13F	富国银行/百万		4,609	31.84	836	38.87
2025-08-27	NP	高级系列信托 - Ast 小型成长型投资组合		8,281	0.94	1,502	6.22
2025-08-12	13F	嘉信理财投资管理公司		304,527	1.52	55,241	6.85
2025-08-14	13F	塞伊投资公司		2,944	8.08	534	13.86
2025-07-08	13F	上升顾问有限责任公司		74	1.37	13	8.33
2025-08-28	NP	KCE - SPDR(R) 标准普尔资本市场 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		29,658	0.32	5,380	5.57
2025-07-29	NP	ORSIX - NORTH SQUARE 动态小盘基金 I 类		5,546	36.74	947	24.31
2025-07-24	NP	BDSIX - 贝莱德优势小型核心基金机构股 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		8,601	598.13	1,468	535.50
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		189,073	8.35	32,275	-1.50
2025-08-11	13F	花旗集团		11,852	18.92	2,150	25.16
2025-07-25	13F	Envestnet 投资组合解决方案公司		2,479		450
2025-03-31	NP	CMPPX - 改变参数基金		1,787,515	195.21	13,960	193.34
2025-08-12	13F	顾问资产管理公司		17		3
2025-07-10	13F	交易所交易概念有限公司		5,984	6.10	1,085	11.63
2025-08-12	13F	美国世纪公司		125,962	11.28	22,850	17.12
2025-07-17	13F/A	资本投资顾问有限责任公司		1,925	0.31	349	5.76
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		2,088	0.43	321	-22.71
2025-08-26	NP	EQ ADVISORS TRUST - 1290 VT 小盘价值投资组合 IB 级		1,056	304.60	192	334.09
2025-08-07	13F	奥尔沃斯金融有限公司		32	300.00	6	400.00
2025-08-14	13F	水手有限责任公司		3,052	34.98	554	42.16
2025-08-29	NP	BIAUX - Brown Advisory 小盘股基本价值基金投资者股票		56,603	17.93	10,268	24.12
2025-08-18	NP	太平洋精选基金 - 小盘股票投资组合 I 类		464	254.20	84	281.82
2025-07-09	13F	布鲁斯·艾伦投资有限责任公司		4		1
2025-08-29	NP	JADMX - 小盘机会信托资产净值		556	341.27	101	376.19
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		13,458	8.14	2,297	-1.67
2025-08-11	13F	安尼斯·加德纳·惠廷资本顾问有限责任公司		12		2
2025-08-13	13F	维拉诺瓦投资管理有限公司		10,516	167.17	1,908	-3.25
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		7,180	472.11	1,302	502.78
2025-09-04	13F/A	顾问集团控股公司		316	90.36	57	103.57
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		608	9.16	110	14.58
2025-08-27	NP	TIFF 投资计划 - TIFF 多元资产基金		62		11
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		279	210.00	51	233.33
2025-07-11	13F	远远财务顾问有限责任公司		142	14,100.00	26
2025-07-10	13F	财富增值咨询服务有限公司		1,658		330
2025-08-28	NP	HEJD - VictoryShares 对冲股票收益 ETF		466		85
2025-08-14	13F	两个西格玛证券有限公司		1,133		206
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		90,981	18.55	15,530	7.77
2025-06-26	NP	ETTOX - E*TRADE 免费总市场指数基金		3		0
2025-06-26	NP	USCAX - 小盘股票基金份额		6,370	19.51	978	-8.00
2025-06-25	NP	FYT - First Trust 小盘价值 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		3,730	27.96	573	-1.55
2025-08-28	NP	VSCVX - 胜利诚信小盘价值基金 A 类		43,000	11.98	7,800	17.86
2025-08-14	13F	黑暗森林资本管理有限公司		15,326		2,780
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		58,240	447.21	10,565	476.01
2025-08-13	13F	诚信合作伙伴有限责任公司		2,013		365
2025-07-28	NP	HDG - ProShares 对冲复制 ETF		9	12.50	2	0.00
2025-08-14	13F	牛津资产管理公司		1,199		217
2025-08-08	13F	SBI 证券股份有限公司		7	16.67	1	0.00
2025-07-29	NP	SIXS - 6 Meridian 小盘股 ETF		5,840	11.62	997	1.43
2025-05-27	NP	NVSOX - 富国银行纪律小盘基金管理员班		1,529	78.21	264	39.15
2025-08-13	13F	EverSource 财富顾问有限责任公司		103	505.88	19	800.00
2025-08-14	13F	阿默普莱斯金融公司		29,038	8.28	5,267	13.95
2025-08-07	13F	Parkside 金融银行与信托		18	800.00	3
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		1,130	4.63	174	-19.53
2025-06-23	NP	SGPIX - 小盘成长型深度投资者类别		16	6.67	2	0.00
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		687	52.33	106	17.98
2025-06-26	NP	DFAT - 维度美国目标价值 ETF		44,959	0.07	6,905	-22.95
2025-08-12	13F	XTX Topco有限公司		7,030	25.81	1,275	32.40
2025-08-14	13F	曼氏集团		36,577	12.68	6,635	18.61
2025-07-31	13F	尼萨投资顾问有限公司		359	226.36	65	261.11
2025-08-14	13F	第一资产管理有限公司		600		110
2025-07-28	NP	RWJ - Invesco S&P SmallCap 600 收入 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		5,453	7.83	931	-2.00
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		358	9.48	55	-16.92
2025-08-08	13F	哈特兰有限公司		40		7
2025-08-13	13F	安大略省医疗保健养老金计划信托基金		6,000		1,088
2025-08-20	NP	HWVIX - Hotchkis & Wiley 小型多元化价值基金 I 类		16,500	2.48	2,993	7.89
2025-08-28	NP	AXVNX - Acclivity 小盘价值基金 Acclivity 小盘价值 N 类股票		136		25
2025-08-14	13F	威斯康星州投资委员会		2,737		496
2025-08-08	13F	MTM 投资管理有限责任公司		9		2
2025-08-12	13F	保德信金融公司		15,939	7.24	3,731	5.58
2025-08-08	13F	大西洋信托有限责任公司		3		1
2025-08-29	NP	DHS - WisdomTree 美国高股息基金不适用		4,025	2.03	730	7.51
2025-07-15	13F	MCF 顾问有限责任公司		62		11
2025-06-24	NP	SWTSX - 施瓦布总股票市场指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		3,633	25.32	558	-3.63
2025-08-21	NP	MXLSX - Great-West Loomis Sayles 小盘价值基金投资者类别		3,980	11.17	722	16.86
2025-07-24	13F	IFP 顾问公司		29		5
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		67,902	2.43	10,429	-21.14
2025-05-27	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		2,258		389
2025-07-22	NP	GSSC - 高盛 ActiveBeta(R) 美国小盘股 ETF		2,072	0.63	354	-8.55
2025-05-23	NP	EQ ADVISORS TRUST - EQ/摩根士丹利小型股成长投资组合 IB 级		896	0.45	154	-21.43
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		172	17.81	31	24.00
2025-08-05	13F	纽约梅隆银行		90,416	4.93	16,402	10.44
2025-08-13	13F	罗素投资集团有限公司		17,563	45.11	3,186	52.73
2025-08-14	13F	匡蒂诺资本管理有限公司		2,114	56.36	383	64.38
2025-08-14	13F	维维恩基金管理有限责任公司		11,134	24.71	2,020	31.27
2025-06-27	NP	SUNAMERICA SERIES TRUST - SA 小型股指数投资组合 1 级		756	0.80	116	-22.15
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		385	0.26	66	-9.72
2025-08-14	13F	霍奇基斯和威利资本管理有限公司		73,170	14.63	13,273	20.65
2025-08-13	13F	箭街资本有限合伙企业		11,776	25.99	2,136	32.59
2025-08-15	13F	田纳西州财政部		7,238	7.77	1,313	13.40
2025-08-26	NP	JPSV - 摩根大通活跃小盘价值 ETF		1,138	18.30	206	24.85
2025-08-08	13F/A	斯特林资本管理有限公司		178	584.62	32	700.00
2025-08-14	13F	阿尔格特全球有限公司		50,776	76.39	9	125.00
2025-08-14	13F	工程师门经理 LP		3,994	51.35	725	59.47
2025-08-14	13F	拉扎德资产管理公司		6,460	3,035.92	1
2025-06-26	NP	DCOR - 维度美国核心股票 1 ETF		568	22.68	87	-5.43
2025-08-13	13F	西北互助财富管理公司		38	26.67	7	20.00
2025-08-07	13F	康纳克拉克伦投资管理有限公司		8,947	88.24	1,623	98.05
2025-07-21	13F	未来资产环球投资有限公司		5,911	9.95	1,072	15.15
2025-08-20	NP	全国可变保险信托 - NVIT 小盘指数基金 II 类		1,345	9.35	244	14.62
2025-08-04	13F	汉兹金融服务公司		7		0
2025-06-23	NP	PJARX - 小盘价值基金 II R-3		10,886	2.92	1,672	-20.81
2025-08-19	NP	西北互助系列基金公司 - 600 指数股票投资组合		2,307	0.57	418	5.82
2025-08-13	13F	大都会人寿投资管理有限公司		4,063	3.33	737	8.86
2025-08-14	13F	采石场LP		28	250.00	5	400.00
2025-08-22	NP	DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 小盘股指数 VIP A 级		1,012	1.50	184	7.02
2025-08-14	13F	Point72 资产管理有限合伙人		3,696	49.21	670	56.91
2025-06-24	NP	BBSC - 摩根大通 BetaBuilders 美国小盘股 ETF		2,445	11.39	376	-14.19
2025-08-14	13F	法国巴黎银行套利公司		13,541	90.00	2,456	100.00
2025-08-13	13F	双峰财富顾问有限责任公司		8		2
2025-07-25	13F	俄勒冈州公务员退休基金		1,510	3.28	274	8.76
2025-08-14	13F	Numerai GP 有限责任公司		8,495	61.72	1,541	70.17
2025-07-14	13F	伽玛投资有限责任公司		58	45.00	11	66.67
2025-06-25	NP	FYX - First Trust 小盘核心 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		11,905	8.70	1,828	-16.30
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		776	4.02	119	-19.59
2025-08-12	13F	MAI资本管理		46	1,433.33	8
2025-08-26	NP	TMSL - T. Rowe 价格中小型股 ETF		8,544	1.61	1,550	6.90
2025-08-08	13F	宾夕法尼亚州公立学校就业重新注册系统		1,668	5.64	303	11.03
2025-08-26	NP	MDIV - 多资产多元化收益指数基金 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		11,581		2,101
2025-08-01	13F	贝西默集团公司		32		0
2025-08-26	NP	JDSCX - 摩根大通小型股混合基金 I 类		35,977	5.53	6,526	11.06
2025-06-26	NP	DFSV - 维度美国小盘价值 ETF		1,740		267
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		2,209		339
2025-08-01	13F	Y-Intercept (香港) 有限公司		4,603		835
2025-07-30	13F	第一公民银行和信托公司		2,548		462
2025-06-18	NP	NWGPX - 全国 WCM 聚焦小盘基金 A 类		32,217	15.06	4,948	-11.42
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		9,185	2.87	1,666	8.25
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		7,836	19.21	1,338	8.35
2025-07-30	13F	德纳利顾问有限公司		9,004		1,633
2025-06-26	NP	DFAU - 维度美国核心股票市场 ETF		1,438	8.45	221	-16.67
2025-05-15	NP	PSC - 主要美国小盘多因素指数 ETF		6,704	9.31	1,156	-14.57
2025-07-29	NP	JSTC - Adasina 社会正义全盘全球 ETF		471	41.87	80	29.03
2025-06-26	NP	TISEX - TIAA-CREF 机构级量化小型股票基金		36,500	38.21	5,606	6.42
2025-08-13	13F	跳跃金融有限责任公司		30,322	547.91	5,500	582.38
2025-07-16	13F	圣日耳曼 DJ 公司		171		31
2025-08-13	13F	纽约州共同退休基金		5,358	117.98	1
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		16,646	2.04	2,557	-21.45
2025-08-29	NP	EES - WisdomTree 美国小型股基金不适用		5,975	0.18	1,084	5.45
2025-06-27	NP	COAGX - Caldwell & Orkin - Gator Capital 多头/空头基金		8,200	68.79	1,259	29.93
2025-08-29	NP	JAFEX - 总股票市场指数信托资产净值		121	7.08	22	10.53
2025-07-21	13F	美洲咨询服务有限责任公司		115		21
2025-08-25	NP	DSMC - 馏分油中小型现金流 ETF		2,894	7.22	525	12.69
2025-08-14	13F	立体派系统策略有限责任公司		6,431	279.86	1,167	300.69
2025-08-13	13F	布朗咨询公司		101,954	21.65	18,494	28.03
2025-07-25	NP	CZMSX - 多管理人小盘股票策略基金机构类别		12,400	11.71	2,117	1.54
2025-08-26	NP	NSIDX - 北方小盘股指数基金		3,066	1.62	556	6.92
2025-08-15	13F	摩根士丹利		107,326	17.04	19,469	23.18
2025-08-14	13F	Aqr资本管理有限公司		71,347	36.18	12,942	43.32
2025-07-29	13F	WCM投资管理有限公司		125,078	22.41	22,913	29.44
2025-08-11	13F	战略财富伙伴有限公司		13		2
2025-07-29	13F	弗吉尼亚退休系统等		7,178	4.36	1,302	9.87
2025-08-13	13F	第一信托顾问有限公司		32,143	87.08	5,831	96.89
2025-08-14	13F/A	巴克莱银行		15,582	20.63	3	0.00
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		6,905	30.73	1,061	0.66
2025-08-08	13F	乌龟投资管理有限公司		6		1
2025-08-14	13F	HRT金融有限责任公司		17,076	63.20	3	200.00
2025-07-31	13F	财通国际资产管理有限公司		5		1
2025-08-12	13F	国家信托银行		7		1
2025-08-08	13F	Geode资本管理有限公司		154,982	0.62	28,115	5.88

VRTS / Virtus Investment Partners, 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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