WAFD 机构投资人持股, 买家

机构和基金投资人持股 - 买家

在沃福德公司中开设新头寸的主要持有者包括 PEY - 景顺高收益股票股息实现者 ETF, SDVD - FT Vest SMID 股息上涨目标收入 ETF, 加贝利基金有限责任公司, 赫斯曼战略顾问公司, 华尔街眼资本有限责任公司, HSGFX - 赫斯曼战略增长基金, 布雷文·霍华德资本管理有限责任公司, Elo 相互养老保险公司, 弗里斯通格罗夫合伙公司, 法灵顿资本有限公司, 财富增值咨询服务有限公司, HSAFX - 赫斯曼战略配置基金, ESIX - SPDR S&P SmallCap 600 ESG ETF, 简化交易所交易基金 - 简化派珀桑德勒小型股 ETF, 双峰财富顾问有限责任公司, 毅力家族办公室有限责任公司, 克里克穆尔资产管理有限责任公司, ETTOX - E*TRADE 免费总市场指数基金, 里亚托财富管理有限责任公司, 和 SBI 证券股份有限公司 .

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 (%)
2025-08-26	NP	IRSIX - Voya Russell™ 小盘股指数投资组合 ADV 级		16,134	18.16	472	21.03
2025-07-21	13F	轩尼诗顾问公司		110,000	4.76	3,221	7.33
2025-06-24	NP	BBSC - 摩根大通 BetaBuilders 美国小盘股 ETF		28,773	11.50	821	7.19
2025-08-29	NP	JAEWX - 小盘股指数信托资产净值		15,259	18.28	447	21.20
2025-08-01	13F	德克萨斯州教师退休制度		12,383	4.11	363	6.78
2025-07-29	NP	EBI-长景优势ETF		6,120	152,900.00	174
2025-08-18	13F/A	加拿大国家银行/fi/		292	40.38	9	60.00
2025-08-13	13F	ExodusPoint 资本管理公司		56,305		2
2025-08-14	13F	萨斯奎哈纳国际集团有限责任公司		154,800	0.13	4,533	2.58
2025-07-14	13F	伽玛投资有限责任公司		2,597	83.02	76	90.00
2025-06-26	NP	KCXIX - Knights of Columbus 美国全盘指数基金 I 股		333	0.91	10	0.00
2025-08-13	13F	亚利桑那州退休系统		23,785	2.02	696	4.50
2025-08-14	13F	两西格码投资有限合伙人		41,143	107.82	1,205	113.10
2025-07-22	NP	GSSC - 高盛 ActiveBeta(R) 美国小盘股 ETF		10,343	0.61	294	-3.62
2025-08-28	NP	CBHAX - 胜利市场中性收益基金 A 类		172,105	13.70	5,039	16.48
2025-08-14	13F	弗默尔有限公司		13,973	11.75	409	14.57
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		37,387	0.99	1,067	-2.91
2025-08-14	13F	瑞银资产管理美洲公司		312,228	26.68	9,142	29.78
2025-05-15	13F	德克萨斯州永久学校基金		42,653		1,217
2025-08-11	13F	基石规划集团有限责任公司		68	1.49	2	100.00
2025-08-05	13F	Versor投资有限公司		10,000		293
2025-06-26	NP	HSFNX - 轩尼诗小型金融基金投资者类别		110,000	10.00	3,138	5.73
2025-08-11	13F	美国信安证券公司		9,932	30.12	291	17.89
2025-07-11	13F/A	Umb Bank 北美/月		317	8.56	9	12.50
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		822,159	24.63	23,456	19.80
2025-07-29	NP	SEHAX - SIIT美国股票因子配置基金A类		72,182	37.14	2,051	31.73
2025-08-21	NP	MXLSX - Great-West Loomis Sayles 小盘价值基金投资者类别		23,840	7.19	698	9.92
2025-07-25	NP	CZMSX - 多管理人小盘股票策略基金机构类别		111,974	62.69	3,182	56.29
2025-08-08	13F	拉森金融集团有限责任公司		686	34.77	20	42.86
2025-08-12	13F	LPL 金融有限责任公司		65,803	83.68	1,927	88.27
2025-08-14	13F	富勒泰勒资产管理公司		3,691,296	0.50	108,081	2.96
2025-08-26	NP	Profunds - Profunds 小型股副总裁		184	1.10	5	0.00
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		15,747	43.90	449	38.58
2025-08-27	NP	Brighthouse Funds Trust II - MetLife Russell 2000 指数投资组合 A 类		29,795	5.51	872	8.05
2025-08-14	13F	拉弗蒂资产管理有限责任公司		86,709	10.81	2,539	13.51
2025-07-29	NP	VTWV - Vanguard Russell 2000 价值指数基金 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		53,873	15.88	1,531	11.35
2025-08-14	13F	第一集团贸易有限公司	Call	300	50.00	9	60.00
2025-07-15	13F	俄亥俄州公共雇员退休制度		9,632	470.95	282	487.50
2025-08-14	13F	第一集团贸易有限公司	Put	400		12
2025-06-26	NP	DXUV-美国维度矢量股票 ETF		2,490	22.96	71	18.33
2025-07-24	13F	罗纳德·布鲁信托公司		1,351	6.21	40	8.33
2025-08-22	NP	哥伦比亚基金可变系列信托 II - 可变投资组合 - Partners 小盘价值基金 3 级		71,008	16.15	2,079	19.00
2025-08-22	NP	KVALX - 肯尼迪资本小型股价值基金机构类别股票		9,574	32.29	280	35.92
2025-05-15	NP	PSC - 主要美国小盘多因素指数 ETF		55,545	2.41	1,587	-9.21
2025-07-16	13F	阿拉斯加州税务部		47,706	5.57	1	0.00
2025-08-13	13F	挪威银行		70,077		2,052
2025-08-28	NP	SSMHX - 道富中小盘股指数投资组合 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		26,724	9.42	782	12.03
2025-08-12	13F	公共部门养老金投资委员会		273,293	5.68	8,002	8.28
2025-08-14	13F	法灵顿资本有限公司		7,664		224
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		57,928	3.28	1,646	-0.78
2025-08-13	13F	胜利资本管理公司		293,380	7.43	8,590	10.06
2025-08-14	13F	加州教师退休制度		75,005	0.56	2,196	3.05
2025-08-14	13F	美国银行 /de/		562,653	7.12	16,474	9.75
2025-06-27	NP	ESCQX - 推出小型股票基金退休课程		11,873	30.00	339	24.72
2025-08-13	13F	双峰财富顾问有限责任公司		249		8
2025-08-12	13F	克利尔街市场有限责任公司		1,089		32
2025-06-23	NP	PJARX - 小盘价值基金 II R-3		71,522	2.52	2,041	-1.45
2025-08-14	13F	法国巴黎银行套利公司		8,289	50.03	243	54.14
2025-07-16	13F	国会资产管理公司/马		225,798	0.06	6,611	2.51
2025-06-26	NP	DFAT - 维度美国目标价值 ETF		563,947	1.42	16,089	-2.51
2025-08-14	13F	德肖公司		83,348		2,440
2025-06-26	NP	DFUS - 维度美国股票 ETF		27,260	51.87	778	46.05
2025-08-29	NP	JADMX - 小盘机会信托资产净值		7,756	24.14	227	27.53
2025-08-19	NP	西北互助系列基金公司 - 600 指数股票投资组合		28,470	0.85	834	3.35
2025-08-26	NP	EQ ADVISORS TRUST - EQ/AB 小型股成长投资组合 IB 类		29,008	24.67	849	27.86
2025-08-22	NP	DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 小盘股指数 VIP A 级		12,329	0.85	361	3.15
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		24,476	3.56	698	-0.43
2025-08-13	13F	文艺复兴科技有限公司		285,229	3.90	8,352	6.44
2025-08-28	NP	HSGFX - 赫斯曼战略增长基金		20,000		586
2025-08-12	13F	保德信金融公司		113,166	41.76	4,145	81.72
2025-08-01	13F	Y-Intercept (香港) 有限公司		9,436		276
2025-06-27	NP	RSSL - Global X Russell 2000 ETF		49,123	29.11	1,401	24.09
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		51,155	4.50	1,498	7.01
2025-08-12	13F	恒线顾问公司		242,873	2.52	7,111	5.04
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		39,470	11.86	1,122	7.38
2025-06-27	NP	EBIT - Harbor AlphaEdge 小型股收益者 ETF		552	11.07	16	7.14
2025-03-27	NP	THMAX - Thrivent适度配置基金A类		2,050	446.67	61	400.00
2025-03-27	NP	TMAAX - Thrivent 适度激进配置基金 A 类		3,306	446.45	98	390.00
2025-08-13	13F	EverSource 财富顾问有限责任公司		1,901	712.39	56	816.67
2025-07-22	13F	HFM投资顾问有限责任公司		5	150.00	0
2025-08-13	13F	华尔街眼资本有限责任公司		20,701		606
2025-08-12	13F	美国世纪公司		2,036,490	4.51	59,628	7.07
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		62,923	13.56	1,795	9.18
2025-06-27	NP	SUNAMERICA SERIES TRUST - SA 小型股指数投资组合 1 级		9,188	24.16	262	19.63
2025-08-13	13F	Natixis 顾问有限公司		21,482	37.28	1
2025-07-29	NP	CLSE - 融合多/空股票 ETF		0	-100.00	0	-100.00
2025-07-25	13F	Envestnet 投资组合解决方案公司		13,846	3.51	405	6.02
2025-08-13	13F	古根海姆资本有限公司		7,402		217
2025-06-27	NP	PEY - 景顺高收益股票股息实现者 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		629,085		17,948
2025-08-14	13F	瑞银集团		413,288	45.24	12,101	48.81
2025-08-12	13F	Elo 相互养老保险公司		13,667		400
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		4,315	6.18	126	8.62
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		14,328	1.96	420	4.49
2025-08-27	NP	RYDEX 可变信托 - 银行基金可变年金		1,205	79.32	35	84.21
2025-07-10	13F	财富增值咨询服务有限公司		6,444		201
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		2,178	27.67	64	31.25
2025-08-13	13F	加贝利基金有限责任公司		22,380		655
2025-08-14	13F	黑暗森林资本管理有限公司		111,447	517.67	3,263	533.59
2025-06-26	NP	DFSV - 维度美国小盘价值 ETF		366,692	6.34	10,462	2.22
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		151,084	1.40	4,294	-2.61
2025-08-11	13F	科维斯特有限公司		57	54.05	0
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		446,338	0.93	12,685	-3.06
2025-07-31	13F	布莱顿琼斯有限公司		10,087	3.40	295	6.12
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		3,050	45.38	87	40.32
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		9,265	14.65	264	10.46
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		88,183	0.68	2,582	3.12
2025-08-14	13F	联伯恩斯坦有限责任公司		97,994	14.33	2,869	17.15
2025-03-27	NP	TAAAX - Thrivent 积极配置基金 A 类		1,859	448.38	55	400.00
2025-08-14	13F	麦克拉斯和埃克有限责任公司		1,327	57.60	39	58.33
2025-07-22	NP	DSMFX - 目的地中小型股票基金 I 类		2,218	25.52	63	21.15
2025-07-09	13F	港湾资本顾问公司		12,196	0.32	0
2025-08-27	NP	RYRRX - 罗素 2000 基金 A 类		189	1.07	6	0.00
2025-08-14	13F	霍奇基斯和威利资本管理有限公司		578,638	4.87	16,943	7.44
2025-07-25	13F	芝加哥期权交易所背心金融有限责任公司		30,954	24.91	906	27.97
2025-07-29	NP	ESGV - 先锋ESG美国股票ETF ETF股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		17,574	25.83	499	20.82
2025-08-11	13F	罗斯柴尔德投资有限公司		195	18.18	6	25.00
2025-08-13	13F	西北互助财富管理公司		1,174	42.82	34	47.83
2025-08-14	13F	韦斯资产管理有限公司		55,823		1,634
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		168,795	7.33	4,797	3.09
2025-08-29	NP	MFUS - PIMCO RAFI 动态多因素美国股票 ETF		658	8.94	19	11.76
2025-08-12	13F	XTX Topco有限公司		27,953	203.41	818	211.03
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent 全球股票投资组合 A 类		2,146	558.28	63	520.00
2025-08-05	13F	Simplex 贸易有限公司	Call	200	100.00	0
2025-06-25	NP	SDVD - FT Vest SMID 股息上涨目标收入 ETF		27,316		779
2025-08-08	13F	英泰投资管理有限公司		42,225	15.09	1,236	17.94
2025-08-15	13F	田纳西州财政部		52,144	167.47	1,527	173.97
2025-08-05	13F	Simplex 贸易有限公司	Put	200		0
2025-08-27	NP	RYKIX - 银行基金投资者类别		5,463	5.12	160	7.43
2025-07-15	13F	毅力家族办公室有限责任公司		24		1
2025-08-08	13F	哈特兰有限公司		11		0
2025-08-14	13F	拉扎德资产管理公司		16,319		0
2025-08-26	NP	简化交易所交易基金 - 简化派珀桑德勒小型股 ETF		594		17
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent 适度保守配置投资组合 A 类		1,469		43
2025-08-04	13F	俄亥俄州		600		18
2025-06-26	NP	贝莱德基金 - iShares Total 美国股市指数基金投资者 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		5,659	11.93	161	7.33
2025-08-26	13F/A	路德教会的 Thrivent 金融		88,800	48.24	3	100.00
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		65,692	60.33	1,874	54.11
2025-08-14	13F	托罗索投资有限责任公司		15,954		467
2025-08-28	NP	TPSC - Timothy Plan 美国小盘股核心 ETF		18,148	52.65	531	56.64
2025-05-29	NP	CSF - VictoryShares US Discovery 增强波动性 Wtd ETF		2,340	3.68	67	-8.33
2025-08-12	13F	普利股权公司	Put	0		0
2025-08-14	13F	塞伊投资公司		131,457	107.57	3,849	112.77
2025-06-24	NP	创新者 ETF 信托 - 创新者美国小型股管理式 ETF		704	60.00	20	53.85
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
2025-08-28	NP	ASQIX - 小公司基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1,504		44
2025-08-26	NP	EQ ADVISORS TRUST - EQ/小型公司指数投资组合 IB 类		44,467	17.24	1,302	20.13
2025-06-26	NP	DCOR - 维度美国核心股票 1 ETF		6,114	79.14	174	72.28
2025-08-08	13F/A	斯特林资本管理有限公司		2,167	55.34	63	61.54
2025-08-14	13F	Mml 投资者服务有限公司		16,642	1.97	0
2025-08-27	NP	RYMKX - 罗素 2000 1.5 倍策略基金 H 级		113	0.89	3	0.00
2025-08-27	13F/A	布林克资本投资有限公司		48,606	3.47	1,423	6.04
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		405,897	32.93	11,536	27.68
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent 适度配置投资组合 A 类		6,085	556.42	178	513.79
2025-08-15	13F	Captrust 财务顾问		16,239		475
2025-06-30	NP	VYM - Vanguard 高股息收益率指数基金 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		303,663	9.39	8,664	5.15
2025-08-14	13F	雅各布斯利维股权管理公司		51,320		1,503
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		22,165	4.41	632	0.32
2025-08-20	NP	WBVNX - William Blair 小盘价值基金 N 级		365,144	7.59	10,691	10.22
2025-08-26	NP	VVICX - Voya VACS 指数系列 SC 投资组合		5,623	4.81	165	7.19
2025-05-15	13F/A	Orion 投资组合解决方案有限责任公司		46,976	22.73	1,343	8.84
2025-08-25	13F/A	路博迈伯曼集团有限责任公司		12,911	6.14	378	8.93
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		7,453	9.94	218	12.95
2025-07-28	NP	ITWO - ProShares Russell 2000 高收益 ETF		1,371	17.38	39	11.76
2025-08-13	13F	裸金融服务公司		223	384.78	7	500.00
2025-08-08	13F	SBI 证券股份有限公司		1		0
2025-08-26	NP	GSCYX - 机构小型股股票基金		35,930		1,052
2025-07-29	NP	SMXAX - SIIT 扩展市场指数基金 - A 类		13,518	43.53	384	38.13
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		47,100	0.10	1,339	-3.88
2025-08-27	NP	VMNFX - 先锋市场中性基金投资者股票 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	Short	-42,271	216.95	-1,238	224.67
2025-08-28	NP	ESIX - SPDR S&P SmallCap 600 ESG 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		612		18
2025-08-05	13F	赫斯曼战略顾问公司		21,000		615
2025-08-14	13F	匡蒂诺资本管理有限公司		8,497		249
2025-06-26	NP	DFAU - 维度美国核心股票市场 ETF		15,682	18.25	447	13.74
2025-08-01	13F	Envestnet资产管理公司		122,719	3.03	3,593	5.55
2025-08-13	13F	箭街资本有限合伙企业		261,833		7,666
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		1,666,394	6.12	47,359	1.93
2025-08-14	13F	工程师门经理 LP		8,808		258
2025-08-12	13F	AlphaCore资本有限责任公司		33,571	99.93	983	105.01
2025-08-12	13F	MAI资本管理		7,104	11.44	208	14.29
2025-05-15	13F	卡普罗克集团有限公司		10,547	41.59	301	25.42
2025-08-15	13F	CI 私人财富有限责任公司		107,970	99.73	3,161	104.60
2025-08-14	13F	弗里斯通格罗夫合伙公司		9,093		266
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		16,556	22.18	472	17.41
2025-08-13	13F	第一信托顾问有限公司		656,705	2.88	19,228	5.41
2025-08-14	13F	Aqr资本管理有限公司		39,428	28.04	1,154	33.26
2025-05-29	NP	SEASONS 系列信托 - SA 多管理适度增长投资组合 1 级		152	3.40	4	0.00
2025-07-28	13F	戴维森投资顾问公司		305,835	0.52	8,955	2.98
2025-07-23	13F	湖滨顾问公司		8,781	0.13	257	2.80
2025-08-20	NP	HWSM - Hotchkis & Wiley SMID Cap 多元化价值基金		280	300.00	8	300.00
2025-08-08	13F	新泽西州警察和消防员退休系统		18,353	5.19	537	7.83
2025-08-12	13F	Nuveen有限责任公司		203,632	14.26	5,962	17.06
2025-03-27	NP	TCAAX - Thrivent 适度保守配置基金 A 类		326	443.33	10	350.00
2025-08-01	13F	贝西默集团公司		256	39.13	0
2025-06-18	NP	GMRAX - 全国小盘指数基金 A 类		6,516	13.18	186	8.82
2025-08-08	13F	宾夕法尼亚州公立学校就业重新注册系统		20,580	5.45	603	8.08
2025-08-13	13F	系统财务管理有限公司		1,541,973	0.70	45,149	3.16
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		115,770	8.76	3,290	4.48
2025-06-23	NP	SLPIX - 小盘股深度投资者类别		79	6.76	2	0.00
2025-08-27	NP	RYDEX 可变信托 - Russell 2000(R) 1.5x 策略基金可变年金		22	4.76	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		200,593	24.10	5,723	19.28
2025-03-27	NP	AALGX - Thrivent 全球股票基金 A 类		2,222	447.29	66	400.00
2025-08-06	13F	里亚托财富管理有限责任公司		3		0
2025-08-14	13F	采石场LP		270	610.53	8	600.00
2025-08-14	13F	沃亚投资管理有限公司		21,757	14.40	637	17.31
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent 积极配置投资组合 A 类		1,850	556.03	54	500.00
2025-07-29	13F	威廉·布莱尔投资管理有限公司		962,787	8.33	28,190	10.98
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		60,884	2.01	1,783	4.52
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent 适度激进配置投资组合 A 类		5,817		170
2025-08-14	13F	加拿大皇家银行		39,377	78.90	1,153	83.31
2025-08-15	13F	塔尔研究资本有限责任公司（TRC）		11,126	343.27	326	357.75
2025-08-29	NP	JAFEX - 总股票市场指数信托资产净值		1,352	2.97	40	5.41
2025-08-06	13F	斯普鲁斯格罗夫投资管理有限公司		3,500		102
2025-08-14	13F/A	巴克莱银行		194,030	34.09	6	25.00
2025-08-14	13F	普莱斯 T Rowe Associates Inc /md/		64,174	8.02	2	0.00
2025-08-14	13F	巴利亚斯尼资产管理有限公司		10,934		320
2025-06-05	NP	GTTMX - 定量美国总市场股票投资组合	Short	-4,340		-124
2025-08-22	NP	哥伦比亚基金可变保险信托 - 哥伦比亚可变投资组合 - 小盘价值基金 1 类		89,803	1.35	2,629	3.83
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		2,009	18.95	59	20.83
2025-06-26	NP	DFAC - 维度美国核心股票 2 ETF		175,050	14.39	4,994	9.95
2025-07-11	13F	马歇尔与沙利文公司 /wa/		3,873		113
2025-08-14	13F	布雷文·霍华德资本管理有限责任公司		18,512		542
2025-08-20	NP	全国可变保险信托 - NVIT 多经理小盘价值基金 I 类		2,920		85
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		2,631,286	0.92	77,044	3.39
2025-08-14	13F	海德兰兹技术有限责任公司		22,923	31.77	671	35.01
2025-08-06	13F	法国巴黎银行资产管理控股公司		818		0
2025-06-26	NP	ETTOX - E*TRADE 免费总市场指数基金		14		0
2025-08-04	13F	克里克穆尔资产管理有限责任公司		18		1
2025-08-27	NP	VTMSX - 先锋税务管理小型基金海军上将股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		538,891	7.59	15,779	10.22
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		6,371	16.58	181	12.42
2025-06-26	NP	TISBX - TIAA-CREF 小型股混合指数基金机构类别		100,916	15.76	2,879	11.29
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		1,740	40.44	51	16.28
2025-08-12	13F	皮克顿马奥尼资产管理公司		20,644	64,412.50	1
2025-08-14	13F	阿默普莱斯金融公司		1,229,464	4.16	35,999	6.71
2025-07-28	NP	HDG - ProShares 对冲复制 ETF		106	34.18	3	50.00
2025-08-13	13F	阿蒙迪		13,467		416
2025-07-25	13F	海明顿财富管理		100	20.48	0
2025-08-28	NP	HSAFX - 赫斯曼战略配置基金		1,000		29
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		635,097	1.67	18,596	4.16
2025-08-28	NP	Amplify ETF Trust - Amplify Etho 气候领导力美国 ETF		15,954		467
2025-08-11	13F	环球保险及服务有限公司		74,568	6.48	2,183	9.10
2025-08-13	13F	马歇尔·韦斯律师事务所		52,206		1,529
2025-05-27	NP	Brighthouse Funds Trust I - 摩根大通小盘价值投资组合 A 类		6,495	0.14	186	-11.48
2025-08-27	NP	RYRUX - Russell 2000 2x 策略基金 A 级股票		410	0.74	12	9.09
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		32,855	21.04	934	16.19
2025-05-14	13F	基利-提顿顾问有限责任公司		23,662	36.39	676	20.93
2025-08-07	13F	苏黎世州银行 (Zurcher Kantonalbank)		23,276	8.55	682	11.27

WAFD / WaFd, Inc - 机构投资人持股 - 买家

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