BCPC / Balchem Corporation - 机构投资人持股 - 卖家

巴尔赫姆公司
US ˙ NasdaqGS ˙ US0576652004

机构和基金投资人持股 - 卖家

此页面显示在上一个报告期内减持或平仓的机构、基金和大股东红色行表示平仓。点击链接图标查看完整的交易历史记录。

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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
(%)
2025-07-17 13F 珍尼·蒙哥马利·斯科特有限责任公司 2,428 -11.06 0
2025-06-23 NP PPNMX - 小型股成长基金 I R-3 3,240 -3.89 507 -5.94
2025-07-29 13F 威廉·布莱尔投资管理有限公司 236,025 -17.51 37,575 -20.89
2025-08-12 13F CIBC 私人财富集团有限责任公司 158 -0.63 25 8.70
2025-08-13 13F 联合爱马仕有限公司 59 -29.76 9 -30.77
2025-08-14 13F 范埃克联合公司 26,298 -9.93 4 0.00
2025-06-24 NP TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 This fund is a listed as child fund of Northern Trust 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 1,738 -1.25 272 -3.20
2025-08-14 13F 曼氏集团 2,400 -77.56 382 -78.48
2025-08-13 13F 施罗德投资管理集团 407,469 -3.81 64,869 -6.50
2025-07-31 13F 剑桥投资研究顾问公司 7,699 -18.01 1 0.00
2025-07-23 NP VYSGX - Voya 小公司基金 W 级 4,744 -10.13 791 -13.94
2025-05-30 NP SVOAX - Simt US 管理波动性基金 F 级 497 -11.72 83 -9.89
2025-08-14 13F 瓦萨奇顾问公司 960,092 -10.19 152,847 -13.87
2025-08-26 NP EQ ADVISORS TRUST - EQ/富兰克林小型股价值管理波动性投资组合 IB 类 1,188 -3.26 189 -6.90
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 3,555 -12.89 593 -16.62
2025-07-28 NP URTY - ProShares UltraPro Russell2000 2,364 -28.45 394 -31.36
2025-08-14 13F 匡蒂诺资本管理有限公司 9,905 -2.04 1,577 -6.02
2025-05-06 13F 文丘里财富管理有限责任公司 0 -100.00 0
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 47,673 -8.27 7,947 -12.13
2025-08-26 NP FTKI - First Trust Small Cap BuyWrite Income ETF 0 -100.00 0 -100.00
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 0 -100.00 0 -100.00
2025-08-14 13F 波士顿私人财富有限公司 0 -100.00 0
2025-08-12 13F 寻路金融有限责任公司 0 -100.00 0
2025-07-28 NP UWM - ProShares Ultra Russell2000 3,224 -18.71 537 -22.17
2025-05-14 13F Peak6有限责任公司 Call 0 -100.00 0
2025-05-15 13F 金刚狼贸易有限公司 Call 0 -100.00 0 -100.00
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 4,855 -7.56 760 -13.44
2025-06-26 NP DFAS - 维度美国小型股 ETF 93,228 -4.94 14,595 -6.97
2025-07-21 13F 哈德逊谷投资顾问公司 /adv 2,493 -6.45 397 -10.41
2025-08-28 NP VICTORY 可变保险基金 - Victory RS 小盘成长股票 VIP 系列 I 类 4,620 -0.22 736 -4.30
2025-08-11 13F 罗斯柴尔德投资有限公司 34 -22.73 5 -28.57
2025-05-29 NP LCORX - Leuthold 核心投资基金零售类 Short -1,799 -299
2025-08-14 13F 德肖公司 56,761 -21.22 9,036 -24.45
2025-08-13 13F 景顺有限公司 116,596 -12.14 18,562 -15.74
2025-07-10 13F 全球金融私人客户有限责任公司 0 -100.00 0
2025-08-14 13F 长荣资本管理有限公司 1,477 -33.53 235 -36.14
2025-08-15 13F 大西人寿保险公司 /can/ 38,424 -1.33 6 0.00
2025-07-22 NP GSSC - 高盛 ActiveBeta(R) 美国小盘股 ETF 3,686 -11.01 614 -14.72
2025-07-30 13F 斯蒂芬斯投资管理集团有限责任公司 275,383 -0.11 43,841 -4.20
2025-05-14 13F 四级咨询服务有限公司 0 -100.00 0
2025-08-14 13F Citadel 顾问有限公司 Call 3,200 -64.44 509 -65.93
2025-08-19 NP GARTX - 高盛绝对回报跟踪基金 A 类 628 -47.67 100 -50.25
2025-07-28 NP ITWO - ProShares Russell 2000 高收益 ETF 549 -2.66 92 -7.14
2025-06-23 NP UAPIX - 超小盘深度投资者类别 331 -29.72 52 -32.00
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 5,394 -10.81 859 -14.46
2025-07-10 13F 信任点公司 0 -100.00 0
2025-08-14 13F Point72（迪拜国际金融中心）有限公司 0 -100.00 0
2025-06-30 NP VIG - 先锋股息增值指数基金 ETF 股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 173,608 -2.53 27,178 -4.61
2025-07-15 13F 第五第三银行 2,081 -0.53 331 -4.61
2025-08-06 13F 金州财富管理有限责任公司 0 -100.00 0 -100.00
2025-05-15 13F 格伦梅德信托公司 9,736 -4.78 1,616 -3.00
2025-08-28 NP 新时代阿尔法可变基金信托 - NAA 小型增长系列 1,627 -2.05 259 -5.82
2025-07-29 NP SFYX - SoFi Next 500 ETF 140 -10.26 23 -14.81
2025-07-15 13F SJS投资咨询公司 3 -40.00 0
2025-08-07 13F Zions Bancorporation，全国协会 /ut/ 10,931 -0.60 1,740 -4.66
2025-08-28 NP SEIS – SEI 精选小型股 ETF 3,180 -34.70 506 -37.38
2025-08-11 13F HighTower 顾问有限责任公司 2,366 -3.03 377 -7.16
2025-08-14 13F/A 佩里特资本管理公司 50 -75.37 8 -75.76
2025-08-29 NP DTD - WisdomTree 美国总股息基金 不适用 576 -1.03 92 -5.21
2025-08-14 13F 加拿大帝国商业银行世界市场公司 4,048 -43.57 644 -45.88
2025-08-12 13F 瑞士国家银行 62,100 -1.43 9,886 -5.47
2025-08-22 NP QBA2Q - 平衡投资组合初始类别 14,600 -2.01 2,324 -6.03
2025-08-27 NP RYDEX 可变信托 - 基本材料可变年金 153 -35.17 24 -38.46
2025-08-12 13F 德意志银行\ 23,309 -12.01 3,711 -15.62
2025-08-26 NP CCASX - 康尼斯托加小型基金投资者类别 653,060 -3.03 103,967 -7.00
2025-08-11 13F 新时代阿尔法顾问有限责任公司 1,627 -2.05 259 -5.82
2025-08-12 13F 阿彻投资公司 701 -29.97 112 -33.13
2025-08-13 13F 阿蒙迪 7,224 -52.61 1,179 -51.74
2025-08-14 13F 简街集团有限责任公司 84,571 -1.18 13,464 -5.23
2025-05-02 13F 阿波罗财富管理有限责任公司 0 -100.00 0
2025-08-26 NP IVCSX - Voya 小型公司投资组合 I 类 7,206 -10.28 1,147 -13.95
2025-08-12 13F 摩根大通公司 451,734 -5.84 71,916 -9.69
2025-07-15 13F 道明私人客户财富有限责任公司 0 -100.00 0
2025-08-20 NP WGROX - Wasatch 核心增长基金投资者类别股票 This fund is a listed as child fund of Wasatch Advisors 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 369,906 -12.50 58,889 -16.09
2025-05-08 13F LGT 财务顾问有限责任公司 0 -100.00 0
2025-07-23 13F 路易斯安那州雇员退休制度 15,200 -0.65 2,420 -4.73
2025-08-04 13F 穆迪奥尔德里奇合伙公司 27,882 -1.50 4,439 -5.53
2025-08-01 13F 戴维环球基金管理有限公司 14,007 -4.19 2,230 -8.12
2025-04-02 13F/A 皮克顿马奥尼资产管理公司 0 -100.00 0
2025-08-27 NP RYBIX - 基础材料基金投资者类别 644 -29.69 103 -32.89
2025-08-14 13F 舍恩菲尔德战略顾问有限责任公司 4,994 -63.45 795 -64.95
2025-06-25 NP DISSX - 纽约梅隆银行小型股票指数基金投资者股票 21,727 -14.19 3,401 -16.02
2025-08-20 NP WAMCX - Wasatch Ultra Growth 基金投资者类别股票 This fund is a listed as child fund of Wasatch Advisors 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 63,282 -32.54 10,074 -35.30
2025-05-09 13F 地理财富管理有限责任公司 0 -100.00 0
2025-05-15 13F 柏图斯信托公司 (LTA) 0 -100.00 0 -100.00
2025-07-29 NP MMSC - First Trust 多经理小盘股机会 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 856 -0.12 143 -4.70
2025-07-09 13F 万通信托公司 Fsb/adv 101 -0.98 16 0.00
2025-08-13 13F 百达资产管理控股公司 5,066 -2.50 806 -6.39
2025-07-15 13F 俄亥俄州公共雇员退休制度 14,292 -0.08 2,275 -4.17
2025-06-23 NP SLPIX - 小盘股深度投资者类别 32 -8.57 5 0.00
2025-08-12 13F Winnow Wealth 有限责任公司 0 -100.00 0 -100.00
2025-06-26 NP TISBX - TIAA-CREF 小型股混合指数基金机构类别 40,806 -2.57 6,388 -4.64
2025-05-06 13F Proficio 资本合作伙伴有限责任公司 0 -100.00 0 -100.00
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 6,954 -0.70 1,159 -4.84
2025-08-19 13F 开普投资咨询公司 0 -100.00 0
2025-08-27 NP NAESX - 先锋小型股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 798,015 -1.70 127,044 -5.72
2025-08-26 NP 纽约梅隆银行投资组合 - 小盘股指数投资组合 - 服务股票 12,658 -3.70 2,015 -7.65
2025-05-28 NP CDEI - Calvert 美国大盘多元化、股票和包容性指数 ETF 21 -25.00 3 -25.00
2025-08-12 13F 艾根投资管理有限公司 3,009 -12.35 479 -15.82
2025-04-21 13F 尼尔森、范登堡和坎贝尔财富管理集团有限责任公司 0 -100.00 0
2025-08-14 13F Perbak 资本合伙公司 0 -100.00 0
2025-06-26 NP TISEX - TIAA-CREF 机构级量化小型股票基金 95,310 -2.43 14,921 -4.51
2025-05-28 NP LUSIX - Lazard 美国系统性小型股股票投资组合机构股 318 -12.64 53 -11.86
2025-08-29 NP GWETX - AMG GW&K 小盘核心基金 N 级 47,959 -4.91 7,635 -8.80
2025-08-14 13F 哥谭资产管理有限公司 0 -100.00 0
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 2,569 -1.23 428 -5.31
2025-07-24 13F 林登沃尔德顾问公司 1,388 -2.80 221 -7.17
2025-08-26 NP SDVY - First Trust SMID Cap 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 101,729 -0.66 16,195 -4.74
2025-08-13 13F 古根海姆资本有限公司 0 -100.00 0
2025-08-22 NP 可变保险产品基金 - 股票选择器全盘投资组合投资者类别 12,500 -1.57 1,990 -5.60
2025-03-28 NP GSAOX - 高盛小盘成长洞察基金 A 类 434 -37.28 69 -40.00
2025-08-27 NP 安联可变保险产品信托 - AZL 小盘股指数基金 2 级 10,653 -1.24 1,696 -5.31
2025-08-12 13F 奥肖内西资产管理有限公司 9,169 -30.74 1,460 -33.59
2025-06-24 NP JPSE - 摩根大通多元化回报美国小盘股 ETF 7,747 -15.03 1,213 -16.87
2025-07-29 NP JISOX - 新机会基金 1 级 24,334 -3.28 4,056 -7.35
2025-08-08 13F SG美洲证券有限责任公司 2,451 -64.57 0 -100.00
2025-08-26 NP TFPN - 蓝图切萨皮克多资产趋势 ETF 746 -66.65 119 -68.19
2025-07-25 NP NMSAX - 哥伦比亚小型股指数基金 A 类 61,956 -5.53 10,328 -9.51
2025-07-28 NP SMDV - ProShares Russell 2000 Dividend Growers ETF 39,635 -8.33 6,607 -12.19
2025-08-13 13F 马歇尔·韦斯律师事务所 6,300 -63.73 1,003 -65.24
2025-08-13 13F RSM美国财富管理有限公司 1,366 -3.33 217 -7.26
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 251 -10.36 40 -15.22
2025-04-29 NP SEIAX - SIIT 多元资产真实回报基金 - A 类 0 -100.00 0 -100.00
2025-08-11 13F 海克斯康资本合伙人有限责任公司 0 -100.00 0
2025-08-06 13F 联邦股权服务有限公司 11,473 -2.72 2 0.00
2025-07-22 NP DSMFX - 目的地中小型股票基金 I 类 849 -2.08 142 -6.00
2025-08-11 13F B.梅茨勒塞尔。索恩公司 8,132 -11.59 1,295 -15.20
2025-07-23 13F 劳鲁斯投资顾问公司 12,400 -22.11 1,974 -25.28
2025-07-31 13F 奥本海默资产管理公司 14,303 -8.17 2,277 -11.91
2025-05-29 NP GLBIX - Leuthold 全球基金机构类 Short -33 -5
2025-08-07 13F 阿塔拉金融公司 0 -100.00 0
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 10,486 -11.03 1,669 -14.67
2025-08-28 NP SPSM - SPDR(R) 投资组合小型股 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 277,726 -1.38 44,214 -5.42
2025-06-30 NP SAWS - AAM SAWGRASS 美国小型股优质增长 ETF 0 -100.00 0 -100.00
2025-07-30 13F 康尼斯托加资本顾问有限公司 1,147,367 -1.63 182,661 -5.66
2025-08-14 13F Point72 亚洲（新加坡）私人有限公司有限公司 0 -100.00 0
2025-08-20 NP FOSCX - 机构小型公司基金 71,646 -7.38 11,406 -11.17
2025-08-14 13F Occudo 定量策略 Lp 0 -100.00 0
2025-08-18 NP 太平洋精选基金 - PD 小盘成长指数投资组合 P 类 1,112 -34.70 177 -37.23
2025-08-26 NP 北方基金 - 北方小盘核心基金 K 类 4,571 -5.54 728 -9.46
2025-07-29 13F 美国互助资本管理有限公司 4,190 -11.49 667 -15.03
2025-08-12 13F 嘉信理财投资管理公司 368,473 -0.34 58,661 -4.43
2025-05-15 13F 德肖公司 Call 0 -100.00 0 -100.00
2025-08-13 13F 国会财富管理有限责任公司/德国/ 49,425 -1.95 7,869 -5.96
2025-07-24 13F 鲍德温兄弟公司/马 1,781 -6.95 284 -10.73
2025-08-12 13F SRS 资本顾问公司 14 -12.50 2 0.00
2025-05-07 13F 启发顾问有限责任公司 0 -100.00 0
2025-05-29 NP JADMX - 小盘机会信托资产净值 4,264 -1.52 708 0.28
2025-07-25 13F 奥泉环球投资控股有限公司 75,851 -14.42 12,075 -17.93
2025-07-30 13F Deka银行德意志Girozentrale 20,500 -61.54 3 -62.50
2025-06-03 13F/A 奥马哈第一国民银行 14,164 -8.20 2,351 2.44
2025-08-26 NP Profunds - Profund 超小型股副总裁 115 -1.71 18 -5.26
2025-08-26 NP BlackRock Advantage US Total Market Fund, Inc. - BlackRock Advantage US Total Market Fund, Inc. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,857 -1.12 296 -5.14
2025-06-25 NP EKGAX - 富国银行全球小型股基金（原名富国银行全球机会基金）A 类 7,151 -18.44 1,119 -20.19
2025-07-25 NP SCHA - 嘉信美国小型股 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 154,378 -1.36 25,735 -5.51
2025-06-18 NP GMRAX - 全国小盘指数基金 A 类 2,761 -1.32 432 -3.36
2025-08-15 13F 田纳西州财政部 13,203 -7.70 2,102 -11.50
2025-08-04 13F 阿特里亚投资有限公司 3,025 -1.21 482 -5.31
2025-08-13 13F 城镇广场资本有限公司 2,322 -88.63 370 -89.11
2025-08-13 13F 象限资本集团有限公司 4,065 -4.78 647 -8.62
2025-08-26 NP EQ ADVISORS TRUST - EQ/Fidelity 机构 AM 大盘投资组合 IB 级 4,060 -7.52 646 -11.26
2025-08-28 NP VYSVX - Vericimetry 美国小型股价值基金 280 -31.71 45 -35.29
2025-08-14 13F 高盛集团公司 149,134 -39.59 23,742 -42.07
2025-06-26 NP DFSTX - 美国小型股投资组合 - 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 147,428 -13.62 23,080 -15.46
2025-08-04 13F 创意金融设计公司 /adv 5 -54.55 1 -100.00
2025-05-14 13F 奥斯曼资本公司 0 -100.00 0 -100.00
2025-06-25 NP BKSE - 纽约梅隆银行美国小盘核心股票 ETF 1,610 -19.58 252 -21.25
2025-08-13 13F 奥默斯管理公司 0 -100.00 0
2025-06-26 NP MSTQX - 晨星美国股票基金 10,801 -20.50 1,691 -22.23
2025-08-26 NP IJR - iShares 核心标普小盘股 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 1,942,728 -3.30 309,282 -7.26
2025-07-16 13F 签名有限责任公司 171 -3.39 27 -6.90
2025-08-12 13F Ci投资公司 126 -27.59 0
2025-07-30 13F 遗产财富资产管理有限责任公司 2,798 -0.14 445 -4.30
2025-06-26 NP JHSC - 约翰汉考克多因素小盘股 ETF 11,585 -10.58 1,814 -12.50
2025-08-07 13F 肯塔基州教师退休制度 9,782 -6.79 2 0.00
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 59,878 -0.58 9,982 -4.77
2025-08-27 NP 高级系列信托 - Ast 小型成长型投资组合 4,930 -4.46 785 -8.41
2025-08-27 NP JNL 系列信托 - JNL 小盘股指数基金 (I) 55,728 -1.93 8,872 -5.95
2025-08-14 13F Citadel 顾问有限公司 Put 0 -100.00 0
2025-08-13 13F 谢尔顿资本管理公司 0 -100.00 0
2025-08-20 NP WAGOX - Wasatch 全球机会基金投资者类别股票 This fund is a listed as child fund of Wasatch Advisors 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 14,594 -6.21 2,323 -10.07
2025-08-12 13F 科桥金融公司 0 -100.00 0
2025-08-12 13F APG 资产管理公司 238,458 -79.37 32,340 -81.79
2025-08-20 NP WBSNX - William Blair 小盘成长基金 N 类 79,450 -18.39 12,648 -21.73
2025-06-23 NP PSSMX - 小型股标准普尔 600 指数基金 R-3 31,575 -5.22 4,943 -7.23
2025-08-11 13F 入口点资本有限责任公司 0 -100.00 0
2025-08-28 NP SLYG - SPDR(R) S & P 600 小盘成长 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 160,670 -4.98 25,579 -8.87
2025-08-19 13F 怀俄明州 1,349 -46.62 215 -48.93
2025-07-28 NP OMFS - Invesco Russell 2000(R) 动态多因子 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,726 -2.44 1,121 -6.51
2025-08-28 NP Amplify ETF Trust - Amplify Etho 气候领导力美国 ETF 2,749 -24.44 438 -27.53
2025-08-27 NP VISGX - 先锋小盘成长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 442,732 -2.72 70,483 -6.71
2025-07-29 NP VIOG - Vanguard S&P Small-Cap 600 Growth 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 39,205 -7.04 6,535 -10.96
2025-08-22 NP Fidelity Central Investment Portfolios LLC - 富达美国股票中央基金 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 50,100 -3.84 7,976 -7.78
2025-07-28 NP AVLC - Avantis 美国大盘股票 ETF 184 -41.21 31 -46.43
2025-05-01 13F 圣犀牛资本有限公司 0 -100.00 0 -100.00
2025-08-22 NP FFNKX - 材料组合初始课程 10,700 -6.14 1,703 -9.99
2025-07-28 NP XSHQ - Invesco S&P SmallCap Quality 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 29,272 -25.17 4,880 -28.32
2025-08-04 13F 遗产投资者管理公司 1,350 -10.00 0
2025-08-12 13F 维度基金顾问有限公司 575,397 -3.09 91,603 -7.06
2025-08-28 NP IWM - iShares Russell 2000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 810,919 -5.04 129,098 -8.93
2025-07-29 NP VIOO - Vanguard S&P Small-Cap 600 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 109,948 -1.50 18,328 -5.65
2025-06-23 NP SGPIX - 小盘成长型深度投资者类别 198 -2.46 31 -6.25
2025-08-27 NP JNL 系列信托 - JNL/DFA 美国小型股基金 (A) 5,510 -2.98 877 -6.90
2025-08-26 NP EQ ADVISORS TRUST - ATM 小盘波动率管理投资组合 K 级 10,640 -1.88 1,694 -5.94
2025-05-14 13F 范赫尔岑资产管理有限责任公司 0 -100.00 0 -100.00
2025-06-30 NP PFM - Invesco Dividend Achievers ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 942 -3.68 147 -5.77
2025-05-30 NP 新时代阿尔法可变基金信托 - NAA 小型股价值系列 0 -100.00 0 -100.00
2025-05-30 NP 新时代阿尔法基金信托 - NAA 中盘价值基金机构类 0 -100.00 0 -100.00
2025-08-12 13F XTX Topco有限公司 3,597 -30.13 573 -33.02
2025-05-30 NP 新时代阿尔法可变基金信托 - NAA 全市值系列 0 -100.00 0 -100.00
2025-05-22 NP GONIX - Gotham 中性基金机构类 128 -5.88 21 -4.55
2025-08-28 NP BlackRock Variable Series Funds, Inc. - BlackRock Advantage 美国总市场 VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 270 -4.59 43 -8.70
2025-07-14 13F 伽玛投资有限责任公司 761 -28.75 121 -31.64
2025-08-08 13F 创意策划 10,750 -9.21 1,711 -12.93
2025-08-14 13F 未来资产全球ETFS控股有限公司 18,007 -6.53 2,867 -10.35
2025-08-15 13F CI 私人财富有限责任公司 250,845 -1.16 39,934 -5.21
2025-08-11 13F 科维斯特有限公司 275 -14.33 0
2025-08-12 13F Cutter & CO 经纪公司 0 -100.00 0
2025-08-11 13F GW&K 投资管理有限公司 239,116 -8.82 38 -11.63
2025-07-24 NP FNCMX - 富达纳斯达克综合指数基金 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 19,304 -0.17 3,218 -4.40
2025-07-28 NP QVMS - Invesco S&P SmallCap 600 QVM 多因素 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,138 -4.02 857 -8.06
2025-07-18 13F 信托金融公司 1,483 -1.33 236 -5.22
2025-08-14 13F 耆那全球有限公司 0 -100.00 0
2025-05-30 NP SIFAX - SIMT 多资产通胀管理基金 F 类 0 -100.00 0 -100.00
2025-05-30 NP 新时代阿尔法可变基金信托 - NAA 中市值系列 0 -100.00 0 -100.00
2025-07-15 13F 马瑟集团有限责任公司。 0 -100.00 0
2025-08-13 13F 大都会人寿投资管理有限公司 0 -100.00 0
2025-08-08 13F 毕尔巴鄂比斯开阿根廷银行 0 -100.00 0
2025-08-28 NP SPWIX - Simt 小盘成长基金 I 类 1,454 -53.14 231 -55.15
2025-07-31 13F 奎斯特合作伙伴有限责任公司 0 -100.00 0
2025-06-18 NP NWHZX - 全国日内瓦小盘成长基金 A 类 255,299 -0.41 39,967 -2.53
2025-08-29 NP SA 基金投资信托 - SA 美国小型公司基金 2,871 -17.83 457 -21.21
2025-08-12 13F 科尔德斯特里姆资本管理公司 0 -100.00 0
2025-07-24 NP FSDPX - 材料组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 129,258 -6.31 21,547 -10.25
2025-07-21 13F 111资本 0 -100.00 0
2025-08-14 13F Smartleaf资产管理有限责任公司 587 -8.57 93 -12.38
2025-05-15 13F 约翰逊金融集团公司 0 -100.00 0
2025-08-14 13F Aster 资本管理（DIFC）有限公司 0 -100.00 0
2025-08-14 13F 雷蒙德詹姆斯金融公司 54,613 -2.00 8,694 -6.01
2025-08-26 NP PACAX - Putnam动态资产配置保守基金A类股票 71 -2.74 11 -8.33
2025-08-11 13F 花旗集团 34,972 -33.76 5,568 -36.48
2025-08-07 13F ProShare 顾问有限责任公司 44,274 -7.59 7,048 -11.38
2025-08-05 13F 卡罗莱纳州财富咨询有限公司 0 -100.00 0 -100.00
2025-08-13 13F Centiva 资本有限合伙人 3,212 -49.87 511 -51.93
2025-08-12 13F 明桥投资有限责任公司 335,832 -1.06 53,465 -5.11
2025-08-28 NP CPAEX - Counterpoint Tactical Equity Fund A 类股票 0 -100.00 0 -100.00
2025-08-11 13F 美国信安证券公司 146 -85.54 23 -85.98
2025-05-29 NP CSF - VictoryShares US Discovery 增强波动性 Wtd ETF 546 -13.47 91 -11.76
2025-05-12 13F 本杰明·爱德华兹公司 0 -100.00 0
2025-08-11 13F 波特赛德财富集团有限责任公司 1,984 -0.70 316 -4.83
2025-07-24 NP FBALX - 富达平衡基金 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 107,101 -7.99 17,854 -11.87
2025-07-30 NP SMCIX - 标准普尔小型股指数基金直接股票 1,188 -6.24 198 -10.00
2025-05-15 13F 加拿大养老金计划投资委员会 0 -100.00 0 -100.00
2025-06-30 NP CAFG - Pacer 美国小型现金牛成长领袖 ETF 937 -19.08 147 -21.08
2025-08-14 13F 绿线合作伙伴有限责任公司 0 -100.00 0
2025-07-25 13F Envestnet 投资组合解决方案公司 2,956 -1.30 471 -5.43
2025-04-29 NP SVYAX - SIIT 美国管理波动性基金 - A 类 981 -36.30 171 -21.30
2025-08-05 13F 蒙塔纳罗资产管理有限公司 74,400 -0.67 11,844 -4.74
2025-08-27 NP FAEQX - PFM 多经理国内股票基金机构类 1,988 -8.97 316 -12.71
2025-07-29 NP ISMD - Inspire 中小型影响力 ETF 2,133 -7.98 356 -11.91
2025-08-05 13F 巴德联合公司 1,600 -0.62 255 -4.87
2025-08-14 13F 维登咨询有限责任公司 1,911 -41.88 304 -44.22
2025-08-14 13F 道富银行 1,225,926 -0.12 195,167 -4.22
2025-08-26 NP CCSMX - Conestoga SMid Cap 基金投资者类别 92,940 -1.58 14,796 -5.61
2025-08-28 NP IWO - iShares Russell 2000 Growth 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 287,468 -0.03 45,765 -4.13
2025-08-14 13F 萨斯奎哈纳基本投资有限公司 16,198 -27.41 2,579 -30.40
2025-08-26 NP TLSTX - 股票指数基金 457 -24.46 73 -28.00
2025-08-25 NP TMCAX - RBC SMID 资本成长基金 A 股 9,088 -7.90 1,447 -11.72
2025-08-14 13F 制造商人寿保险公司 17,833 -2.45 2,839 -6.43
2025-06-25 NP SASMX - ClearBridge 小盘成长基金 A 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 236,087 -9.12 36,959 -11.06
2025-05-29 NP GRZZX-Leuthold Grizzly Short基金 Short -1,253 -208
2025-07-29 NP VMIAX - 先锋材料指数基金海军上将股票 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 91,837 -3.21 15,309 -7.28
2025-08-12 13F 贝莱德公司 4,935,004 -2.23 785,653 -6.23
2025-06-26 NP DFQTX - 美国核心股票 2 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 56,029 -15.59 8,771 -17.39
2025-06-25 NP FMAT - 富达 MSCI 材料指数 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 10,235 -23.26 1,602 -24.89
2025-08-12 13F 路石控股有限责任公司 10,958 -5.01 1,744 -8.88
2025-08-28 NP IJT - iShares S&P Small-Cap 600 Growth 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 287,231 -3.03 45,727 -7.00
2025-07-25 13F 正义投资有限责任公司 2,464 -5.41 392 -9.26
2025-07-31 13F 财通国际资产管理有限公司 237 -45.77 38 -48.61
2025-08-05 13F 纽约梅隆银行 236,432 -0.28 37,640 -4.37
2025-08-14 13F 威斯康星州投资委员会 3,072 -44.95 489 -47.19
2025-07-24 NP FBKFX - 富达平衡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 4,249 -2.30 708 -6.35
2025-07-28 NP SAA - ProShares Ultra SmallCap600 565 -15.80 94 -18.97
2025-05-29 NP CSA - VictoryShares 美国小盘股波动性 Wtd ETF 429 -24.07 71 -22.83
2025-08-27 NP SEASONS SERIES TRUST - SA 多管理小型股投资组合 1 级 6,459 -7.93 1,028 -11.68
2025-07-22 NP FSTBX - 联邦全球配置基金 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 64 -36.63 11 -41.18
2025-08-07 13F Campbell & CO 投资顾问有限责任公司 0 -100.00 0
2025-08-28 NP MMTM - SPDR S&P 1500 动量倾斜 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 89 -4.30 14 -6.67
2025-08-19 13F/A 皮特凯恩郡 2,861 -13.51 455 -17.12
2025-08-12 13F 美国世纪公司 4,024 -5.74 641 -9.60
2025-08-13 13F 北方信托公司 395,454 -0.90 62,956 -4.96
2025-08-14 13F 萨斯奎哈纳国际集团有限责任公司 39,932 -4.68 6,357 -8.58
2025-08-08 13F 菲埃拉资本公司 22,806 -0.96 3,631 -5.02
2025-08-14 13F 萨斯奎哈纳国际集团有限责任公司 Put 6,200 -3.12 987 -7.06
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 211,028 -5.61 33,596 -9.47
2025-08-29 NP EZM - WisdomTree 美国中型股基金 不适用 3,030 -1.17 482 -5.12
2025-08-14 13F 骏利亨德森集团有限公司 13,319 -9.51 2,121 -12.03
2025-08-15 13F 联合服务汽车协会 0 -100.00 0
2025-08-12 13F 富兰克林资源公司 4,425 -2.19 704 -6.13
2025-08-26 NP JSCSX - 摩根大通美国小公司基金 I 类 26,718 -11.00 4,254 -14.65
2025-08-18 13F/A Kestra 投资管理有限责任公司 546 -24.59 87 -28.33
2025-08-14 13F 拉扎德资产管理公司 11,253 -26.88 2 -50.00
2025-07-24 13F 布莱尔·威廉公司 2,904 -1.33 462 -5.33
2025-06-24 NP BBMC - 摩根大通 BetaBuilders 美国中型股票 ETF 15,607 -1.32 2,443 -3.40
2025-08-13 13F ExodusPoint 资本管理公司 21,106 -23.72 3 -25.00
2025-04-29 13F 催化剂资本顾问有限责任公司 0 -100.00 0
2025-07-28 NP PSCM - Invesco S&P SmallCap Materials 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 5,871 -36.55 979 -39.25
2025-07-10 13F 巴斯储蓄信托公司 31,669 -1.19 5,042 -5.24
2025-08-27 NP BBTSX - Bridge Builder 税务管理中小型股基金 16,610 -19.86 2,644 -23.14
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 6,032 -19.02 1,006 -22.45
2025-08-26 NP IWV - iShares Russell 3000 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 8,087 -0.77 1,287 -4.81
2025-07-30 13F 支流资本管理有限责任公司 125,138 -5.15 19,922 -9.04
2025-04-25 NP BLUIX - 蓝图成长基金机构级 426 -37.81 74 -39.84
2025-04-14 13F 旧国家银行/in/ 0 -100.00 0
2025-08-14 13F 塞伊投资公司 98,390 -0.06 15,664 -4.16
2025-05-15 13F 法灵顿资本有限公司 0 -100.00 0
2025-04-30 13F 基石规划集团有限责任公司 0 -100.00 0
2025-08-11 13F Martingale 资产管理公司 0 -100.00 0
2025-08-27 13F/A 布林克资本投资有限公司 2,742 -5.02 437 -8.98
2025-07-24 13F 美国合众银行\de\ 8,061 -9.01 1,283 -12.72
2025-08-13 13F 马丁公司 /tn/ 18,275 -0.39 2,909 -4.47
2025-05-08 13F 布林莫尔信托公司 0 -100.00 0
2025-06-26 NP FSUVX - 富达 SAI 美国低波动指数基金 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 37,425 -13.70 5,859 -15.54
2025-08-26 NP XJR - iShares ESG 筛选标普小盘 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,558 -6.44 407 -10.15
2025-08-14 13F 雅各布斯利维股权管理公司 53,059 -2.61 8,447 -6.60
2025-07-29 NP VRTGX - Vanguard Russell 2000 增长指数基金机构股票 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 28,248 -4.79 4,709 -8.81
2025-08-25 NP 美国互助投资公司 - 小盘股票指数基金类别 4,223 -10.79 672 -14.39
2025-06-26 NP USCAX - 小盘股票基金份额 16,603 -2.63 2,599 -4.69
2025-08-08 13F KBC 集团 931 -41.15 0
2025-08-21 NP MXISX - Great-West S&P Small Cap 600 指数基金投资者类别 24,009 -4.22 3,822 -8.15
2025-04-14 13F 公园大道证券有限公司 0 -100.00 0
2025-07-14 13F 索维尔金融服务有限责任公司 0 -100.00 0
2025-06-26 NP USMIX - 扩展市场指数基金 3,897 -2.33 610 -4.39
2025-08-26 NP PENN SERIES FUNDS INC - 中型成长基金 0 -100.00 0 -100.00
2025-07-14 13F 施泰格瓦尔德、戈登和科赫公司 3,760 -13.36 599 -16.94
2025-08-26 NP IPSIX - Voya 指数加上小型股投资组合 I 类 6,422 -1.85 1,022 -5.89
2025-08-13 13F 安大略省医疗保健养老金计划信托基金 0 -100.00 0
2025-07-25 13F 斯蒂芬斯咨询有限公司 2 -60.00 0
2025-07-28 NP XSLV - Invesco S&P SmallCap 低波动性 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 15,233 -4.95 2,539 -8.96
2025-07-31 13F 新泽西州共同养老基金 D 11,241 -3.79 1,790 -7.74
2025-06-26 NP CRSSX - 天主教责任投资小盘基金机构股 13,245 -4.15 2,074 -6.20
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