WTFC / Wintrust Financial Corporation - 机构投资人持股 - 买家

永信金融公司
US ˙ NasdaqGS ˙ US97650W1080

机构和基金投资人持股 - 买家

在永信金融公司中开设新头寸的主要持有者包括 Adage 资本合伙人有限公司, GSMCX - 高盛机构中盘价值基金, RDVI - FT Cboe Vest Rising Dividend Achievers Target Income ETF, 加贝利基金有限责任公司, 高盛可变保险信托 - 高盛机构中盘价值基金, abrdn 基金 - abrdn 专注于美国小型股主动型 ETF, FNY - First Trust 中型成长 AlphaDEX 基金, EQ ADVISORS TRUST - EQ/高盛中盘价值投资组合 IB 级, Gamco Investors, Inc. 等, 一资本管理有限责任公司, 未来基金有限责任公司, FFOX - FundX 未来基金机会 ETF, Glenmede投资管理有限公司, 法灵顿资本有限公司, WSML - iShares MSCI 全球小型股 ETF, 阿尔伯特·D·梅森公司, GGUIX - abrdn 专注于美国小型股基金机构类别, DRW 证券有限责任公司, 卡伦家族办公室有限责任公司, 和 FAD - First Trust Multi Cap Growth AlphaDEX 基金 .

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
(%)
2025-08-26 NP IJH - iShares 核心标普中盘 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 2,180,192 0.56 270,300 10.86
2025-06-27 NP CTOGX - Calamos Timpani SMID 成长基金 R6 级 3,186 36.62 354 16.07
2025-08-14 13F 北卡罗来纳州财政部长 30,834 3.87 4 0.00
2025-03-31 NP JHSC - 约翰汉考克多因素小盘股 ETF 22,423 5.12 2,933 18.65
2025-08-27 NP Jnl 系列信托 - Jnl 多管理人小盘价值基金 (a) 173,373 1.95 21,495 12.39
2025-07-21 13F 轩尼诗顾问公司 19,500 8.33 2,418 19.42
2025-08-13 13F F/M 投资有限责任公司 44,126 0.62 5,471 10.93
2025-03-27 NP PTMC - Pacer Trendpilot 美国中盘 ETF 9,873 8.52 1,291 31.20
2025-08-08 13F Geode资本管理有限公司 1,224,218 0.19 151,801 10.44
2025-06-27 NP OSCV - Opus 小盘价值 ETF 71,185 12.79 7,914 -4.14
2025-08-14 13F EJF资本有限责任公司 4,309 2.52 534 13.14
2025-08-22 NP FIMVX - 富达中盘价值指数基金 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 10,590 44.24 1,313 59.03
2025-07-21 13F 美洲咨询服务有限责任公司 59 7
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 504,737 10.28 56,112 -6.28
2025-08-04 13F 汉兹金融服务公司 108 129.79 0
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 30,472 0.80 3,388 -14.34
2025-06-24 NP SWLVX - 嘉信美国大盘价值指数基金 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 2,099 3.35 233 -12.08
2025-08-14 13F 长荣资本管理有限公司 2,049 5.73 254 17.05
2025-08-15 13F Puff 财富管理有限责任公司 Call 9,600 3.23 1,190 13.88
2025-08-29 NP MFUS - PIMCO RAFI 动态多因素美国股票 ETF 231 8.45 29 21.74
2025-07-29 NP PFSAX - PGIM Jennison 金融服务基金 A 类 15,240 15.31 1,820 10.64
2025-08-07 13F 环球阿尔法资本管理有限公司 307,313 4.56 38,101 15.27
2025-07-22 13F 梅里特金融集团有限责任公司 4,295 87.15 532 106.20
2025-08-01 13F 百富勤资本管理有限公司 125 0.81 15 15.38
2025-06-27 NP CVGRX - Calamos 成长基金 A 类 11,083 12.35 1,232 -4.50
2025-06-24 NP APSLX - MainStay Fiera SMID 成长基金 C 类 46,924 0.21 5,217 -14.84
2025-08-05 13F 新方资本有限责任公司 44 7.32 5 25.00
2025-07-25 NP PMDAX - 中小型股股息收入基金 A 类 308,208 1.50 36,803 -2.63
2025-08-13 13F 双峰财富顾问有限责任公司 59 8
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 8,014 5.27 891 -10.55
2025-07-28 NP EQAL - Invesco Russell 1000 等权重 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 3,714 15.63 443 11.03
2025-06-27 NP SUNAMERICA 系列信托 - SA 中型股指数投资组合 1 级 11,213 6.13 1,247 -9.84
2025-08-29 NP STXM-Strive 中型股 ETF 315 5.35 39 18.18
2025-07-28 NP MSLC - 摩根士丹利 Pathway 大盘股 ETF 2,274 7.47 272 3.04
2025-07-25 13F 斯蒂芬斯咨询有限公司 1 0
2025-08-04 13F 联合银行 30,485 0.24 4 0.00
2025-08-12 13F 韦斯特菲尔德资本管理有限公司 440,858 6.10 54,658 16.97
2025-08-14 13F 美世全球顾问公司 /adv 1,708 212
2025-08-13 13F Centiva 资本有限合伙人 8,585 91.72 1,064 111.53
2025-08-25 NP 美国互助投资公司 - 小盘价值基金类别 58,259 4.78 7,223 15.50
2025-08-04 13F Lightrock 荷兰有限公司 193,858 0.26 20,483 -5.96
2025-08-12 13F 吉特曼财富管理有限责任公司 2,473 2.87 307 13.33
2025-08-14 13F 巴利亚斯尼资产管理有限公司 73,810 2.90 9,151 13.44
2025-06-25 NP RDVI - FT Cboe Vest Rising Dividend Achievers Target Income ETF 71,585 7,958
2025-08-13 13F M&T银行公司 17,701 1.83 2,195 12.28
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 38,015 0.13 4,539 -3.94
2025-08-15 13F 科斯滕、赫斯曼和克拉布特里公司 280 35
2025-07-23 13F 萨切塔有限责任公司 37 54.17 5 100.00
2025-08-26 NP SASVX - Virtus Ceredex 小盘价值股票基金 A 类 12,050 3.88 1,494 14.49
2025-06-25 NP 富国银行主信托 - 富国银行小型公司价值投资组合小型公司价值投资组合 76,800 1.66 8,538 -13.61
2025-08-26 NP 高盛可变保险信托 - 高盛机构中盘价值基金 34,951 4,333
2025-08-12 13F 全球退休合作伙伴有限责任公司 1,579 319.95 196 323.91
2025-06-23 NP IYG - iShares 美国金融服务 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 18,044 0.80 2,006 -14.35
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - 400 指数股票投资组合 31,968 1.32 3,963 11.70
2025-04-01 NP GGUIX - abrdn 专注于美国小型股基金机构类别 3,680 481
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 14,081 1.08 1,681 -3.00
2025-06-26 NP FEQHX - 富达对冲股票基金 954 51.67 106 29.27
2025-08-21 NP MSCQX - 美世美国中小型股票基金 I 类 51,941 7.73 6,440 18.76
2025-08-13 13F 地理财富管理有限责任公司 883 109
2025-08-04 13F 翡翠共同基金顾问信托 13,020 30.33 1,614 43.72
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 146,904 10.21 16,331 -6.34
2025-08-28 NP IWR - iShares Russell 中型 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 230,367 4.01 28,561 14.67
2025-08-22 NP VSFAX - Federated Clover 小价值基金 A 类股票 This fund is a listed as child fund of Federated Hermes, 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 28,305 7.73 3,509 18.79
2025-06-24 NP SWMCX - 嘉信美国中盘指数基金 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 10,812 17.03 1,202 -0.58
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 123,594 1.42 14,758 -2.70
2025-08-14 13F CoreCap 顾问有限责任公司 103 1.98 13 9.09
2025-06-24 NP FHESX - Federated Hermes SDG Engagement 股票基金机构股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 25,299 4.40 2,812 -11.27
2025-07-11 13F 财务顾问公司 1,724 214
2025-07-25 NP SCHM - 嘉信美国中型 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 176,204 2.58 21,041 -1.59
2025-08-07 13F 未来基金有限责任公司 7,950 986
2025-07-29 NP SMXAX - SIIT 扩展市场指数基金 - A 类 10,261 7.32 1,225 2.94
2025-08-05 13F 伯尼公司/ 2,320 288
2025-08-14 13F 加州教师退休制度 61,470 0.10 7,621 10.37
2025-08-06 13F 真实财富设计有限责任公司 45 95.65 6 150.00
2025-06-26 NP JHMM - 约翰汉考克多因素中型 ETF 42,273 0.03 4,699 -15.00
2025-08-20 NP QHFRX - AQR MS Fusion HV 基金 R6 类 Short -319 -40
2025-08-27 NP RYDEX 可变信托 - 银行基金可变年金 442 61.31 55 80.00
2025-07-31 13F 奥本海默资产管理公司 18,252 1.29 2,263 11.65
2025-07-25 13F 约翰逊投资顾问公司 17,401 0.86 2,157 11.19
2025-08-08 13F 美国信安金融集团 1,225,079 1.07 151,887 11.43
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 3,060 14.86 340 -2.30
2025-07-25 13F 理查森金融服务公司 178 150.70 23 214.29
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 6,829 5.21 759 -10.60
2025-07-25 NP RPMAX - Reinhart Genesis PMV 基金投资者类别 147,187 7.82 17,576 3.44
2025-07-30 13F 奥罗拉投资顾问 10,035 1,244
2025-08-13 13F 亚利桑那州退休系统 19,527 2.44 2,421 12.93
2025-08-13 13F 谢里登堡顾问有限公司 1,665 206
2025-07-28 NP AGCVX - 全球小型基金投资者类别 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 8,461 3.35 1,010 -0.88
2025-08-14 13F 瑞银资产管理美洲公司 249,268 38.92 30,904 53.16
2025-07-28 NP AVMC - Avantis 美国中型股票 ETF 2,288 16.32 273 11.89
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent 中型价值投资组合 A 类 5,793 18.44 718 30.55
2025-08-20 NP QMNIX - AQR 股票市场中性基金 I 类 Short -49,367 77.34 -6,121 95.53
2025-06-26 NP DFSV - 维度美国小盘价值 ETF 171,853 20.07 19,105 2.04
2025-08-05 13F 蒙特利尔银行/can/ 35,578 1.17 4,411 11.53
2025-08-26 NP IWB - iShares Russell 1000 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 47,888 0.67 5,937 10.99
2025-07-22 13F HFM投资顾问有限责任公司 5 150.00 1
2025-08-11 13F GW&K 投资管理有限公司 518,673 1.25 64 12.28
2025-07-22 13F 湾港财富管理有限责任公司 4 100.00 0
2025-07-24 13F 卡伦家族办公室有限责任公司 3,300 409
2025-07-28 13F 港口投资公司 346 0.29 43 10.53
2025-08-08 13F Pnc 金融服务集团公司 7,589 8.18 941 19.29
2025-08-13 13F Natixis 顾问有限公司 163,859 76.27 20 100.00
2025-08-14 13F 阿佐拉资本有限合伙人 355,585 44,085
2025-08-20 NP QRPNX - AQR 另类风险溢价基金 N 级 Short -2,979 236.23 -369 272.73
2025-07-10 13F 交易所交易概念有限公司 4,418 169.55 548 197.28
2025-08-14 13F 加拉格尔信托顾问有限责任公司 2,462 9.03 305 20.55
2025-08-07 13F 奥尔沃斯金融有限公司 450 28.21 56 41.03
2025-08-12 13F 西北互助投资管理公司 14,943 1.08 1,853 11.43
2025-08-14 13F Gen-Wealth Partners 有限公司 196 32.43 24 50.00
2025-07-14 13F 芝加哥信托公司 137,664 591.92 17,068 662.94
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 9,312 2.28 1,035 -13.03
2025-07-25 13F 芝加哥期权交易所背心金融有限责任公司 112,236 10.87 13,915 22.23
2025-08-26 NP IUSG - iShares 核心标普美国增长 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 28,233 1.92 3,500 12.36
2025-08-28 NP RSEGX - Victory RS 小盘成长基金 A 类 51,740 11.13 6,415 22.50
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 1,030,366 0.98 127,745 11.32
2025-08-27 NP BBGSX - Bridge Builder 中小型股成长基金 94,682 28.96 11,739 42.16
2025-08-14 13F Optiver控股有限公司 114 418.18 14 600.00
2025-06-27 NP DPST - Direxion 每日区域银行看涨 3 倍股票 66,758 0.22 7,421 -14.83
2025-07-17 13F 珍尼·蒙哥马利·斯科特有限责任公司 14,344 11.32 2 0.00
2025-07-14 13F 农商投资公司 54 17.39 7 20.00
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 79,741 2.64 9,886 13.15
2025-08-14 13F 两个西格玛证券有限公司 4,051 7.43 502 18.40
2025-08-13 13F 费希尔资产管理有限责任公司 477,582 3.50 59,211 14.10
2025-06-26 NP DFAU - 维度美国核心股票市场 ETF 11,862 10.05 1,319 -6.52
2025-08-11 13F 科维斯特有限公司 499 39.39 0
2025-08-14 13F 简街集团有限责任公司 61,080 1,970.51 7,573 2,187.61
2025-06-26 NP FCPVX - 富达小盘价值基金 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 682,803 19.00 75,907 1.13
2025-08-08 13F 拉森金融集团有限责任公司 17 6.25 2 100.00
2025-08-13 13F Ceredex 价值顾问有限责任公司 131,300 13.37 16,279 24.98
2025-08-14 13F 都铎投资公司等 24,735 3,067
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent 中型股指数投资组合 A 类 15,759 1.08 1,954 11.41
2025-07-28 NP QVMM - Invesco S&P MidCap 400 QVM 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 9,405 5.79 1,123 1.54
2025-07-24 13F 标准人寿安本有限公司 487,770 7.57 60,474 18.59
2025-08-06 13F 盈丰资产管理(北美)公司 27,955 68.99 3,465 86.34
2025-08-12 13F 顾问资产管理公司 2,846 1,105.93 353 1,253.85
2025-08-27 NP 高级系列信托 - AST 摩根大通全球主题投资组合 10,540 0.86 1,307 11.15
2025-08-27 NP JNL 系列信托 - JNL/RAFI 多因素美国股票基金 (I) 3,091 20.51 383 32.99
2025-06-26 NP DVRAX - MFS 全球另类策略基金 A 310 0.65 34 -15.00
2025-08-14 13F 安盛公司 74,168 9,195
2025-07-28 NP AVLC - Avantis 美国大盘股票 ETF 2,167 32.30 259 27.09
2025-07-07 13F Versant 资本管理公司 975 64.14 121 81.82
2025-08-21 NP MXLSX - Great-West Loomis Sayles 小盘价值基金投资者类别 47,159 7.82 5,847 18.87
2025-07-22 NP GUSA - 高盛 MarketBeta 美国 1000 股票 ETF 2,205 4.60 263 0.38
2025-08-01 13F 詹尼森联合有限公司 936,834 16.03 116,149 27.92
2025-07-29 NP PJFM - PGIM Jennison 专注中型股 ETF 4,009 30.76 479 25.46
2025-07-31 13F 尼萨投资顾问有限公司 28,499 0.03 3,533 10.30
2025-06-13 NP abrdn 基金 - abrdn 专注于美国小型股主动型 ETF 28,926 3,216
2025-08-13 13F Gamco Investors, Inc. 等 11,560 1,433
2025-08-14 13F Mml 投资者服务有限公司 23,841 25.15 3 0.00
2025-05-05 13F 林布鲁克资本有限公司 489 7.71 55 -3.57
2025-08-29 NP JAFVX - 战略股权配置信托系列资产净值 10,927 1.12 1,355 11.44
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 329,040 22.57 39,291 17.59
2025-08-26 NP TRMNX - T. Rowe Price 中盘指数基金 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 3,798 0.50 471 10.85
2025-08-08 13F 哈特兰有限公司 578 120.61 72 144.83
2025-08-14 13F Cinctive资本管理有限责任公司 41,360 283.14 5,128 322.32
2025-08-29 NP STXD - Strive 1000 股息增长 ETF 203 25
2025-08-27 NP SEASONS SERIES TRUST - SA 多管理中型价值投资组合 1 级 480 9.84 60 20.41
2025-05-15 13F/A Orion 投资组合解决方案有限责任公司 32,138 2.90 3,614 -7.19
2025-08-14 13F 阿默普莱斯金融公司 92,095 2.26 11,418 12.73
2025-08-27 NP JNL 系列信托 - JNL 多管理人小型股成长基金 (A) 34,100 17.87 4,228 29.94
2025-08-07 13F ProShare 顾问有限责任公司 2,967 4.73 368 15.41
2025-07-30 13F 雷曼资本咨询集团 1,715 213
2025-08-22 NP CVLC - Calvert 美国大盘核心责任指数 ETF 780 7.29 97 18.52
2025-08-14 13F 安科拉顾问有限责任公司 95 12
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 10,464 2.15 1,297 12.59
2025-07-29 NP VFVA - Vanguard US Value Factor 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 4,752 97.26 567 179.31
2025-08-04 13F 梅多布鲁克投资顾问有限责任公司 2,912 2.36 361 13.17
2025-08-13 13F 琼斯金融公司有限责任公司 953 38.32 118 51.95
2025-08-08 13F Avantax 咨询服务公司 8,418 24.31 1,044 37.06
2025-05-30 NP FLDZ - RiverNorth Patriot ETF 71 29.09 8 16.67
2025-06-25 NP HSSAX - Emerald 银行及金融基金 A 类 13,020 30.33 1,447 10.80
2025-07-24 NP LRSCX - 小盘价值系列 A 类 69,149 1.41 8,257 -2.70
2025-08-06 13F 福卡斯金融公司 121,085 0.01 15,012 10.26
2025-06-26 NP FSMDX - 富达中盘指数基金 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 216,165 5.63 24,031 -10.23
2025-06-23 NP MGPIX - 中型成长型深度基金投资者类别 122 46.99 14 30.00
2025-08-20 NP AQMIX - AQR 管理期货策略基金 I 类 7,021 165.54 870 192.93
2025-07-28 13F 布林莫尔信托公司 69 21.05 9 33.33
2025-07-29 13F 私人信托公司 282 14.17 35 25.93
2025-07-09 13F 莱因哈特合伙公司 751,481 12.21 93,170 23.71
2025-08-11 13F Aptus 资本顾问有限公司 75,432 9.55 9,352 20.78
2025-08-22 NP CVMC - Calvert 美国中盘核心责任指数 ETF 473 3.73 59 13.73
2025-08-28 NP SMVIX - Simt 小盘价值基金 I 类 14,358 23.91 1,780 36.61
2025-08-04 13F Pensionmark 金融集团有限公司 4,901 19.95 608 32.24
2025-08-27 NP VBINX - 先锋平衡指数基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 40,896 6.16 5,070 17.04
2025-08-27 NP 高级系列信托 - AST T. Rowe 价格增长机会投资组合 16,311 0.44 2,022 10.73
2025-09-04 13F/A 顾问集团控股公司 7,518 133.19 884 144.20
2025-08-14 13F 图标财富顾问有限责任公司 852 106
2025-08-14 13F 采石场LP 423 37.79 52 52.94
2025-06-26 NP FSSLX - 富达系列小盘核心基金 126,519 6.66 14,065 -9.35
2025-08-28 NP RSDGX - Victory RS精选成长基金A类 15,460 11.54 1,917 22.98
2025-08-12 13F MAI资本管理 828 13.74 103 25.93
2025-08-14 13F FIL有限公司 366,257 11.16 45,409 22.55
2025-08-14 13F 银冠资产管理集团有限公司 111,639 6.75 13,841 17.69
2025-07-30 13F 驱动财富管理有限公司 1,631 202
2025-05-15 13F 德克萨斯州永久学校基金 34,080 3,789
2025-06-26 NP FLPSX - 富达低价股票基金 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 876,407 4.54 97,430 -11.15
2025-08-04 13F 俄亥俄州 105,793 0.89 13,116 11.23
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 19,779 1.94 2,199 -13.36
2025-08-05 13F Simplex 贸易有限公司 18 0
2025-08-05 13F Simplex 贸易有限公司 Call 300 0
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 2,137,694 1.80 265,031 12.23
2025-08-08 13F 新泽西州警察和消防员退休系统 24,930 5.46 3,091 16.25
2025-08-26 NP XJH - iShares ESG 筛选标普中盘 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 7,215 3.37 895 14.03
2025-08-01 13F 罗斯比金融(LCC) 8 14.29 1
2025-08-01 13F 贝西默集团公司 600 19.05 0
2025-08-13 13F 杰克逊溪投资顾问有限责任公司 3,823 0
2025-08-14 13F 高盛集团公司 277,188 137.56 34,366 161.91
2025-08-20 NP QLEIX - AQR 多空股票基金 I 类 Short -98,598 36.06 -12,224 50.01
2025-08-08 13F 宾夕法尼亚州公立学校就业重新注册系统 17,195 8.19 2,132 19.25
2025-08-27 NP 高级系列信托 - Ast Jp Morgan 战略机会投资组合 12,736 0.88 1,579 11.28
2025-08-07 13F 休斯金融服务有限责任公司 15 7.14 2 0.00
2025-07-25 13F 俄勒冈州公务员退休基金 13,665 0.74 1,694 11.08
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 19,290 2.58 2,144 -12.81
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 390 30.00 48 45.45
2025-07-28 NP MSSM - 摩根士丹利 Pathway 中小型股 ETF 26,424 14.31 3,155 9.66
2025-08-11 13F 美国信安证券公司 6,429 804.22 797 805.68
2025-08-13 13F 加州公务员退休制度 119,309 0.49 14,792 10.78
2025-08-13 13F 象限资本集团有限公司 8,807 0.01 1,092 10.20
2025-08-15 13F 嘉实基金管理有限公司 6,336 6.31 1
2025-08-11 13F 布朗兄弟哈里曼公司 174 28.89 22 40.00
2025-06-23 NP MDPIX - 中型深度投资者类别 243 22.73 27 8.00
2025-07-25 NP SCHK - 嘉信 1000 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 4,986 1.59 595 -2.46
2025-08-13 13F 肯尼迪资本管理公司 242,179 6.31 30,025 17.20
2025-08-26 NP JDVSX - 摩根大通多元化基金 I 类 1,591 0.89 197 11.30
2025-08-12 13F 普罗维登斯财富顾问有限责任公司 1,624 201
2025-07-23 13F REAP金融集团有限责任公司 296 196.00 37 227.27
2025-08-13 13F 挪威银行 705,094 87,418
2025-07-29 NP IVOO - Vanguard S&P Mid-Cap 400 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 98,919 5.92 11,812 1.61
2025-08-25 NP MML 系列投资基金 II - MML 小型股票基金初始类别 19,512 2.21 2,419 12.72
2025-08-28 NP SMMD - iShares Russell 2500 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 15,841 10.58 1,964 21.85
2025-06-27 NP HASGX - 港湾小盘成长基金机构类别 204,950 25.00 22,784 6.23
2025-07-30 13F 论坛财务管理有限合伙人 6,374 4.59 790 15.33
2025-07-30 13F 鲍嘉财富有限责任公司 22 29.41 3 100.00
2025-07-11 13F 韦奇资本管理有限公司/NC 20,356 0.62 2,524 10.90
2025-08-12 13F 动态技术实验室私人有限公司 12,610 17.41 1,563 29.39
2025-08-07 13F PFG顾问 1,940 241
2025-08-13 13F 胜利资本管理公司 962,973 5.25 119,389 16.03
2025-08-11 13F CBIZ投资咨询服务有限责任公司 1 0
2025-07-14 13F 公园大道证券有限公司 17,079 2
2025-07-29 13F 特威迪·布朗有限公司 4,418 117.74 548 139.91
2025-07-29 13F 阿尔伯特·D·梅森公司 4,276 530
2025-08-14 13F 萨斯奎哈纳投资组合策略有限责任公司 17,066 2,116
2025-06-26 NP FIOOX - 富达系列大盘价值指数基金 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 22,026 2.58 2,449 -12.82
2025-06-17 NP MMSMX - 多管理人美国小型股票基金 P 类股票 47,475 19.56 5,278 1.60
2025-06-26 NP JHML - 约翰汉考克多因素大盘 ETF 528 59
2025-08-13 13F ExodusPoint 资本管理公司 112,579 320.89 14 333.33
2025-08-04 13F 阿拉巴马州退休制度 81,803 1.07 10,142 11.43
2025-07-23 13F 路易斯安那州雇员退休制度 18,800 1.08 2,331 11.43
2025-07-25 13F 海明顿财富管理 90 26.76 0
2025-08-26 NP Profunds - Profunds 中型价值副总裁 230 12.20 29 21.74
2025-07-16 13F 签名有限责任公司 3,926 6.98 487 17.96
2025-08-14 13F 魁北克加丁储蓄银行联合会 24,755 7.62 3,071 18.71
2025-07-11 13F/A Umb Bank 北美/月 978 12.16 121 23.47
2025-08-08 13F 创意策划 16,336 17.86 2,025 29.97
2025-08-20 NP QMFNX - AQR MS 融合基金 N 类 Short -288 -36
2025-08-28 NP SSSEX - 道富小盘股 VIS 基金 1 类股票 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 544 7.51 67 19.64
2025-08-14 13F 克拉克资本管理集团有限公司 450,595 786.39 55,865 877.33
2025-08-08 13F 乌龟投资管理有限公司 1 0
2025-08-27 NP AIM 增长系列(INVESCO 增长系列)- Invesco Oppenheimer Main Street Small Cap Fund Class R6 317,687 3.47 39,387 14.06
2025-07-31 13F MQS 管理有限责任公司 4,737 587
2025-06-26 NP HSFNX - 轩尼诗小型金融基金投资者类别 19,500 30.00 2,168 10.45
2025-07-08 13F 阿灵顿信托有限责任公司 5 1
2025-06-25 NP DGRO - iShares 核心股息增长 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 95,787 22.32 10,649 3.95
2025-06-26 NP FDMLX - 富达系列内在机会基金 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 138,300 0.07 15,375 -14.95
2025-08-14 13F 里格斯资产管理有限公司 44 5
2025-07-25 NP NTIAX - 哥伦比亚中盘指数基金 A 类 56,663 0.80 6,766 -3.29
2025-06-26 NP DCOR - 维度美国核心股票 1 ETF 6,108 73.82 679 47.93
2025-08-04 13F 阿特里亚投资有限公司 11,800 30.40 1,463 43.76
2025-08-14 13F EP 财富顾问公司 5,092 10.10 631 21.35
2025-08-14 13F 千禧管理有限公司 1,031,076 73.37 127,833 91.13
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 13,812 1,535
2025-08-26 NP EQ ADVISORS TRUST - ATM 中盘波动率管理投资组合 K 级 6,243 1.76 774 12.34
2025-08-14 13F 骏利亨德森集团有限公司 664,240 1.76 82,351 12.53
2025-08-25 NP DLBMX - MassMutual Premier 小盘股机会基金 A 类 69,330 4.83 8,596 15.57
2025-08-15 13F CI 私人财富有限责任公司 15,205 95.24 1,885 115.43
2025-07-23 13F Klp资本管理公司 13,600 4.62 1,686 15.40
2025-08-14 13F Principia 财富咨询有限公司 7 133.33 1
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 3,493 6.72 433 17.66
2025-08-22 NP KVALX - 肯尼迪资本小型股价值基金机构类别股票 3,907 55.22 484 71.02
2025-07-31 13F/A 亚飞财富 36 140.00 0
2025-08-12 13F 斯蒂文资本顾问有限合伙人 168,360 8.79 20,873 19.93
2025-08-14 13F 普莱斯 T Rowe Associates Inc /md/ 44,750 4.11 6 25.00
2025-08-13 13F Edgestream 合伙人有限合伙人 20,949 2,597
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 18,864 4.97 2,097 -10.77
2025-08-05 13F 访问投资管理有限责任公司 18,050 1.09 2,238 0.49
2025-08-14 13F 法灵顿资本有限公司 4,955 614
2025-07-15 13F 俄亥俄州公共雇员退休制度 66,468 4.77 8,241 15.50
2025-06-27 NP XMVM - Invesco S&P MidCap Value with 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 21,564 0.28 2,397 -14.76
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 95,273 6.77 11,377 2.42
2025-08-14 13F 人民币资本管理有限公司 97,883 33.52 12,136 47.20
2025-07-29 NP VRVIX - Vanguard Russell 1000 价值指数基金机构股票 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 34,895 9.07 4,167 4.62
2025-08-07 13F Readystate资产管理有限公司 4,063 504
2025-08-11 13F 启发顾问有限责任公司 6,316 10.28 783 21.58
2025-06-23 NP IYY - iShares 道琼斯美国 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 2,788 1.98 310 -13.45
2025-08-14 13F 法国巴黎银行套利公司 16,180 42.64 2,006 57.25
2025-06-26 NP ETTOX - E*TRADE 免费总市场指数基金 23 3
2025-08-26 NP Profunds - Profunds 中型成长股副总裁 318 9.66 39 21.88
2025-08-26 NP QLMSIX - ClearBridge 可变小盘增长投资组合 I 类 This fund is a listed as child fund of Clearbridge, 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 50,100 16.78 6,211 28.75
2025-08-20 NP QMHIX - AQR 管理期货策略 HV 基金 I 类 2,795 303.90 347 349.35
2025-08-14 13F 塞伊投资公司 726,222 3.97 90,037 14.62
2025-08-26 NP GFSYX - 机构战略另类基金 98 -24.81
2025-08-14 13F DRW 证券有限责任公司 3,393 421
2025-08-13 13F 加贝利基金有限责任公司 54,026 6,698
2025-06-26 NP PDAVX - PineBridge动态资产配置基金投资者服务股票 132 15
2025-07-11 13F 菲利普斯财富规划师有限责任公司 1,633 217
2025-08-06 13F 第一地平线顾问公司 689 14.26 86 26.87
2025-08-06 13F 马克·谢普托夫财务规划有限公司 44 5
2025-08-15 13F 摩根士丹利 560,865 10.95 69,536 22.32
2025-08-14 13F Citadel 顾问有限公司 30,503 3,782
2025-06-26 NP FLAPX - 富达 Flex 中型股指数基金 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 2,873 10.16 319 -6.45
2025-07-09 13F 万通信托公司 Fsb/adv 289 52.91 36 66.67
2025-08-27 NP VITNX - 先锋机构总股票市场指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 33,996 5.44 4,215 16.25
2025-06-26 NP FLCOX - 富达大盘价值指数基金 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 27,924 6.72 3,104 -9.29
2025-08-14 13F 舍恩菲尔德战略顾问有限责任公司 2,976 369
2025-08-05 13F 特雷杰·AP-丰登 12,263 44.95 1,520 59.83
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
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 11,324 78.27 1,404 98.87
2025-08-06 NP 林肯可变保险产品信托 - LVIP 钱宁小型价值基金标准级 21,662 4.08 2,686 14.74
2025-08-28 NP Elevation Series Trust - RiverNorth Patriot ETF 76 9
2025-08-06 13F 普林斯顿资本管理有限公司 3,072 19.44 381 31.49
2025-08-14 13F 山顶控股公司 2,253 279
2025-08-12 13F 奥肖内西资产管理有限公司 4,801 28.58 595 42.00
2025-08-28 NP RSMOX - Victory RS 中型成长基金 A 类 6,100 5.35 756 16.13
2025-08-27 NP STRLX - Sterling Capital Stratton 中盘价值基金 A 股 10,181 76.48 1,262 94.75
2025-08-13 13F 景顺有限公司 1,229,858 8.96 152,478 20.12
2025-08-06 NP 林肯可变保险产品信托 - LVIP SSGA 中盘指数基金标准类别 20,978 0.12 2,601 10.36
2025-08-14 13F Glenmede投资管理有限公司 7,480 927
2025-08-14 13F 全新世顾问有限合伙人 39,131 448.44 4,851 504.86
2025-07-16 13F 战略投资解决方案公司/伊利诺伊州 4,546 564
2025-08-27 NP CWSGX - Carillon Chartwell 小型股成长基金类别 Chartwell 9,189 62.15 1,139 78.81
2025-08-27 NP PGOAX - PGIM JENNISON 小型公司基金 A 类 308,890 44.52 38,296 59.32
2025-08-13 13F EverSource 财富顾问有限责任公司 400 400.00 50 512.50
2025-07-28 13F 贝福瑞斯特资本有限公司 510 442.55 63 530.00
2025-08-27 NP 保诚系列基金 - I 类股票投资组合 202,990 0.98 25,167 11.32
2025-07-10 13F 阿迪克斯财富管理有限公司 137 17
2025-08-06 13F 萨凡特资本有限责任公司 6,060 201.94 751 233.78
2025-07-31 13F 新泽西州共同养老基金 D 15,866 1.46 1,967 11.89
2025-08-12 13F Virtu 金融有限责任公司 5,036 1
2025-08-25 NP RDVY - First Trust Rising Dividend Achievers 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 556,516 5.48 68,997 16.29
2025-06-25 NP PQJCX - PGIM Jennison 小盘核心股票基金 R6 级 903 21.53 100 3.09
2025-06-26 NP DFUS - 维度美国股票 ETF 17,431 7.49 1,938 -8.68
2025-08-14 13F 弗默尔有限公司 5,400,938 2.91 669,608 13.45
2025-07-23 NP CFMSX - 中盘精选基金栏 114,661 9.67 13,692 5.21
2025-08-12 13F LPL 金融有限责任公司 59,072 46.87 7,324 61.91
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 1,479 6.48 183 17.31
2025-08-26 NP IRMAX - Voya RussellTM 中型股指数投资组合 ADV 级 5,391 3.67 668 14.38
2025-08-13 13F 卢米斯·塞尔斯公司 184,699 1.05 22,899 114,390.00
2025-06-26 NP DXUV-美国维度矢量股票 ETF 1,677 143.40 186 106.67
2025-06-26 NP PQCCX - PGIM QMA 中型核心股票基金 R6 级 301 13.16 33 -2.94
2025-08-26 NP SCSAX - 富国银行 A 类普通股基金 75,941 10.59 9,415 21.92
2025-07-22 13F 简单财富有限责任公司 10,050 99.33 1,246 119.75
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 2,900 322
2025-07-29 13F 美国互助资本管理有限公司 98,497 1.78 12,212 12.20
2025-07-25 13F 正义投资有限责任公司 7,592 14.87 942 26.78
2025-08-13 13F 百达资产管理控股公司 9,916 2.94 1,229 13.48
2025-07-29 NP EBI-长景优势ETF 1,236 1,229.03 148 1,236.36
2025-08-07 13F HighPoint 顾问集团有限责任公司 4,067 0.39 504 10.28
2025-08-27 NP JNL 系列信托 - JNL 中盘指数基金 (I) 76,363 0.25 9,467 10.52
2025-07-10 13F 财富增值咨询服务有限公司 7,767 2.04 1,025 19.63
2025-08-12 13F 管家合伙人投资咨询有限公司 3,644 4.11 452 14.76
2025-07-28 NP AVMV - Avantis 美国中盘价值 ETF 5,209 45.46 622 39.78
2025-07-10 13F 西太平洋财富管理有限合伙人 4,234 0.07 525 10.32
2025-07-25 13F 奥泉环球投资控股有限公司 191,952 4.80 24,514 19.02
2025-08-28 NP SPMD - SPDR(R) 投资组合中型 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 302,755 2.89 37,536 13.43
2025-08-14 13F 匡蒂诺资本管理有限公司 88,333 56.27 10,952 72.27
2025-08-05 13F 西区投资管理公司 80 10
2025-08-19 13F 怀俄明州 328 41
2025-07-29 NP PTL-Inspire 500 ETF 1,572 16.44 188 11.31
2025-09-03 13F 美国信托 2,018 250
2025-07-30 13F 新墨西哥州教育退休委员会 13,700 10.48 2 0.00
2025-05-29 NP SEASONS 系列信托 - SA 多管理适度增长投资组合 1 级 168 3.07 19 -10.00
2025-07-21 13F 克伦威尔控股有限公司 6 1
2025-06-26 NP FJACX - 富达系列小盘探索基金 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 44,600 78.40 4,958 124.14
2025-08-11 13F 先锋集团公司 6,861,416 0.20 850,678 10.47
2025-07-22 NP GSMCX - 高盛机构中盘价值基金 89,626 10,702
2025-06-23 NP PPSFX - 大型股价值基金 III R-3 1,500 4.53 167 -11.23
2025-07-09 13F 港湾资本顾问公司 95,903 6.78 12 10.00
2025-06-27 NP CTSIX - Calamos Timpani 小盘成长基金 I 类 36,689 5.99 4,079 -9.94
2025-06-25 NP WMLIX - 威尔明顿大盘策略基金 I 类股票 700 16.67 78 -1.28
2025-08-14 13F 加拿大皇家银行 182,493 3.29 22,626 13.88
2025-08-11 13F 韦斯托弗资本顾问有限公司 1,959 243
2025-08-14 13F 长城汽车顾问有限责任公司 586 20.58 73 33.33
2025-08-18 13F/A 韦斯特伍德控股集团公司 225,183 12.10 27,918 23.59
2025-08-29 NP JSIVX - Janus Henderson 小盘价值基金 L 级 241,768 4.74 29,974 15.47
2025-08-11 13F 花旗集团 132,278 119.14 16,400 141.59
2025-06-25 NP SDVD - FT Vest SMID 股息上涨目标收入 ETF 31,168 18.45 3,465 0.64
2025-08-28 NP ONEO - SPDR Russell 1000 动量焦点 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 356 14.10 44 25.71
2025-06-26 NP KCXIX - Knights of Columbus 美国全盘指数基金 I 股 287 6.30 32 -11.43
2025-07-29 NP VRNIX - Vanguard Russell 1000 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 9,950 6.36 1,188 2.06
2025-08-06 13F 联邦股权服务有限公司 10,922 3.30 1 0.00
2025-08-26 NP JMEE - 摩根大通市场扩张增强型股票 ETF 28,181 3.46 3,494 14.04
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 27,379 102.09 3,044 71.73
2025-08-15 13F 认真的合作伙伴有限责任公司 1,433,970 1.64 177,784 12.06
2025-07-11 13F 远远财务顾问有限责任公司 601 20.44 74 32.14
2025-06-25 NP FXO - 第一信托金融 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 121,112 5.70 13,464 -10.17
2025-07-22 NP GMVAX - 高盛中小盘价值基金 A 类 13,929 3.57 1,663 -0.60
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 3,260 5.81 362 -10.17
2025-08-04 13F 资产标记公司 18,642 2.22 2,311 12.73
2025-05-22 NP DVLU - First Trust Dorsey Wright 动量和价值 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 5,072 570
2025-07-28 NP AVSU - Avantis 责任美国股票 ETF 1,958 10.50 234 5.91
2025-08-27 NP FFOX - FundX 未来基金机会 ETF 7,950 986
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 42,714 6.67 5,296 17.59
2025-07-14 13F 奥利弗卢克斯资产有限责任公司 21,107 1.06 2,617 11.41
2025-08-05 13F 密歇根州退休系统 16,063 0.63 1,991 10.92
2025-08-15 13F Captrust 财务顾问 4,385 10.76 544 22.02
2025-08-11 13F 一资本管理有限责任公司 7,973 988
2025-07-29 NP 复制 - Tweedy, Browne Insider + Value ETF 2,766 143.70 330 134.04
2025-07-15 13F 毅力家族办公室有限责任公司 28 3
2025-08-06 13F 里亚托财富管理有限责任公司 10 1
2025-07-25 13F 并发投资顾问有限公司 10,393 2.03 1,289 12.49
2025-07-25 13F CWM有限公司 1,398 13.75 0
2025-07-25 NP WSML - iShares MSCI 全球小型股 ETF 4,459 532
2025-08-08 13F/A 斯特林资本管理有限公司 79,122 5.15 9,810 15.92
2025-08-14 13F 斯诺登资本顾问有限责任公司 3,870 1.36 480 11.66
2025-06-27 NP DSCIX - 德纳小型股票基金机构类别股票 4,932 9.50 548 -6.96
2025-08-12 13F 公园广场金融集团有限责任公司 86 11
2025-08-12 13F Legal & General 集团有限公司 131,813 0.09 16,342 10.34
2025-08-12 13F 杰富瑞金融集团公司 7,961 987
2025-08-14 13F Adage 资本合伙人有限公司 121,000 15,002
2025-06-26 NP 贝莱德基金 - iShares 罗素中型股指数机构基金 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 11,307 1.62 1,257 -13.68
2025-07-25 13F LRI 投资有限责任公司 1,384 9.67 172 21.28
2025-06-27 NP ESCQX - 推出小型股票基金退休课程 100,357 29.00 11,157 9.63
2025-08-14 13F Aqr资本管理有限公司 83,867 5.00 10,398 17.48
2025-07-25 13F 第五第三财富顾问有限责任公司 1,852 0.54 230 10.63
2025-08-01 13F Envestnet资产管理公司 393,955 12.56 48,843 24.09
2025-08-11 13F HighTower 顾问有限责任公司 16,481 1.13 2,043 11.52
2025-08-08 13F IMA 财富公司 4 0
2025-08-12 13F 保德信金融公司 8,390 17.13 1,091 35.40
2025-07-24 13F IFP 顾问公司 1,429 0.63 180 13.21
2025-08-11 13F Mach-1 金融集团有限公司 8,346 1.42 1,035 11.78
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 1,180 33.18 146 47.47
2025-06-26 NP Thrivent 核心基金 - Thrivent 核心小盘价值基金 56,391 7.69 6,269 -8.48
2025-08-11 13F 环球保险及服务有限公司 56,041 0.38 6,948 10.66
2025-08-20 NP QCFIX - AQR CVX 融合基金 I 类 43 5
2025-08-07 13F 苏黎世州银行 (Zurcher Kantonalbank) 18,798 4.79 2,331 15.52
2025-08-27 NP Mason Capital Fund Trust - 基本面第一ETF 182 23
2025-08-13 13F 诚信合作伙伴有限责任公司 23,120 1.56 2,866 11.95
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 169,104 15.16 20,966 26.95
2025-08-28 NP VICTORY 可变保险基金 - Victory RS 小盘成长股票 VIP 系列 I 类 7,000 4.32 868 14.99
2025-08-08 13F 等投资顾问公司 27,598 40.35 3,422 54.73
2025-07-15 13F 马塞科律师事务所 199 25
2025-08-20 NP QLFIX - AQR LSE 融合基金 I 类 Short -185 -23
2025-07-23 NP CFMCX - 中型股基金 22,200 1.12 2,651 -3.00
2025-08-27 NP CFJAX - Calvert 美国大盘价值责任指数基金 A 类 12,158 15.60 1,507 27.50
2025-07-29 NP ISMD - Inspire 中小型影响力 ETF 3,162 4.12 378 -0.26
2025-07-18 13F 巴特利特财富管理有限公司 24 3
2025-08-12 13F 明桥投资有限责任公司 872,430 0.06 108,164 10.31
2025-08-06 13F 保尔森财富管理公司 2,454 1.32 304 11.76
2025-07-29 13F 地区金融公司 23,720 36.15 2,941 50.08
2025-08-15 NP Guardian 可变产品信托 - Guardian 中小盘核心 VIP 基金 25,849 16.19 3,205 28.11
2025-07-29 NP IVOV - Vanguard S&P Mid-Cap 400 Value 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 23,542 2.15 2,811 -1.99
2025-06-27 NP SMLL – Harbor Active 小型股 ETF 3,795 36.17 422 15.66
2025-08-14 13F 间隔合伙人有限合伙人 16,142 2,001
2025-06-26 NP DFAC - 维度美国核心股票 2 ETF 130,967 14.66 14,560 -2.56
2025-08-19 13F 开普投资咨询公司 30 4
2025-08-26 NP EQ ADVISORS TRUST - EQ/高盛中盘价值投资组合 IB 级 13,280 1,646
Other Listings
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