13F 机构持仓

DIAL COLUMBIA ETF TR I

DIVERSIFID FXD

持有机构数512026Q2
26Q126Q2
机构合计持股(股)14,634,3672026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

历季机构持有情况

季度持有机构机构总持股申报市值新建仓加仓减仓清仓估算净买入
2026Q25114,634,367$2.66亿 219185-$2,423.95万
2026Q15415,964,812$2.89亿 622107$239.76万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

CITADEL ADVISORS LLC新建仓$1,040.51万
Convergence Financial, LLC加仓$617.96万
BANK OF AMERICA CORP /DE/加仓$560.82万
SUSQUEHANNA INTERNATIONAL GROUP, LLP新建仓$347.18万
WELLS FARGO & COMPANY/MN加仓$343.50万
LPL Financial LLC加仓$231.32万
Hobart Private Capital, LLC加仓$124.78万
JANE STREET GROUP, LLC重新持有$118.29万
UBS Group AG加仓$82.03万
ROYAL BANK OF CANADA加仓$51.88万
COMMONWEALTH EQUITY SERVICES, LLC加仓$32.62万
BankPlus Wealth Management LLC加仓$31.98万
RAYMOND JAMES FINANCIAL INC加仓$22.22万
New Insight Wealth Advisors加仓$11.85万
MAINSTAY CAPITAL MANAGEMENT LLC /ADV加仓$9.20万
Walkner Condon Financial Advisors LLC加仓$6.32万
Cambridge Investment Research Advisors, Inc.加仓$6.18万
Synergy Investment Management, LLC新建仓$4.59万
Millington Financial Advisors, LLC加仓$2.85万
Advisory Services Network, LLC加仓$1.96万

2026Q1 卖出最多

GOLDMAN SACHS GROUP INC清仓-$1,376.52万
Pine Valley Investments Ltd Liability Co减仓-$1,129.08万
AMERIPRISE FINANCIAL INC减仓-$705.28万
MORGAN STANLEY减仓-$58.59万
Collaborative Wealth Managment Inc.清仓-$56.29万
MML INVESTORS SERVICES, LLC清仓-$29.80万
Cornerstone Planning Group LLC清仓-$15.94万
Kestra Advisory Services, LLC清仓-$15.23万
Focus Partners Wealth减仓-$12.97万
Private Advisor Group, LLC减仓-$5.80万
Acorn Wealth Advisors, LLC减仓-$3.07万
Cetera Investment Advisers减仓-$2.54万
Waverly Advisors, LLC减仓-$1.90万
OSAIC HOLDINGS, INC.减仓-$7,792
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.清仓-$2,184
5T Wealth, LLC减仓-$615
Strategic Wealth Partners, Ltd.清仓-$1

2026Q1 最大持有机构

导出全部持有机构 CSV 🔒
机构持股市值占该机构组合变动股数操作
AMERIPRISE FINANCIAL INC6,252,007$1.13亿0.03%-390,087减仓
LPL Financial LLC2,311,406$4,179.02万0.01%127,941加仓
BANK OF AMERICA CORP /DE/1,233,531$2,230.22万0.00%310,190加仓
MORGAN STANLEY888,731$1,606.83万0.00%-32,407减仓
Pine Valley Investments Ltd Liability Co822,937$1,487.87万0.68%-624,492减仓
WELLS FARGO & COMPANY/MN795,212$1,437.74万0.00%189,990加仓
Convergence Financial, LLC668,338$1,208.36万1.28%341,791加仓
UBS Group AG646,758$1,169.34万0.00%45,368加仓
CITADEL ADVISORS LLC575,501$1,040.51万0.00%575,501新建仓
Hobart Private Capital, LLC381,127$689.08万1.35%69,018加仓
ROYAL BANK OF CANADA235,193$425.30万0.00%28,691加仓
SUSQUEHANNA INTERNATIONAL GROUP, LLP192,026$347.18万0.00%192,026新建仓
Private Advisor Group, LLC88,612$160.21万0.01%-3,208减仓
New Insight Wealth Advisors85,043$153.76万0.55%6,554加仓
BankPlus Wealth Management LLC76,092$137.57万0.71%17,690加仓
JANE STREET GROUP, LLC75,676$136.82万0.00%65,424重新持有
Millington Financial Advisors, LLC68,908$125.93万0.53%1,559加仓
RAYMOND JAMES FINANCIAL INC59,017$106.70万0.00%12,288加仓
COMMONWEALTH EQUITY SERVICES, LLC53,163$96.12万0.00%18,041加仓
FIRST FOUNDATION ADVISORS52,405$94.75万0.04%1加仓
Cetera Investment Advisers43,368$78.41万0.00%-1,403减仓
Acorn Wealth Advisors, LLC43,145$78.01万0.23%-1,700减仓
Focus Partners Wealth33,822$61.15万0.00%-7,174减仓
MAINSTAY CAPITAL MANAGEMENT LLC /ADV32,909$59.50万0.05%5,088加仓
OSAIC HOLDINGS, INC.32,800$59.30万0.00%-431减仓
Cambridge Investment Research Advisors, Inc.25,489$46.10万0.00%3,416加仓
HBK Sorce Advisory LLC23,690$43.22万0.01%0不变
Walkner Condon Financial Advisors LLC21,285$38.46万0.05%3,500加仓
NorthRock Partners, LLC15,400$27.84万0.00%0不变
Waverly Advisors, LLC14,754$26.68万0.00%-1,050减仓
Concurrent Investment Advisors, LLC14,541$26.29万0.00%750加仓
ENVESTNET ASSET MANAGEMENT INC13,857$25.05万0.00%160加仓
OneDigital Investment Advisors LLC13,788$24.93万0.00%10加仓
WealthPlan Investment Management, LLC11,756$21.25万0.01%0不变
JPMORGAN CHASE & CO11,343$20.37万0.00%788加仓
Advisory Services Network, LLC11,151$20.16万0.00%1,085加仓
5T Wealth, LLC10,952$19.80万0.08%-34减仓
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC6,888$12.45万0.06%0不变
Westside Investment Management, Inc.4,000$7.23万0.01%0不变
Owl Creek Wealth Partners LLC3,562$6.44万0.02%——
SouthState Bank Corp2,578$4.66万0.00%0不变
Synergy Investment Management, LLC2,538$4.59万0.02%2,538新建仓
Boreal Capital Management LLC2,500$4.52万0.04%0不变
Steward Partners Investment Advisory, LLC1,683$3.04万0.00%0不变
Sunbelt Securities, Inc.1,169$2.11万0.00%5加仓
HARBOUR INVESTMENTS, INC.1,063$1.92万0.00%0不变
FIFTH THIRD BANCORP916$1.66万0.00%916新建仓
Glass Jacobson Investment Advisors llc776$1.40万0.00%0不变
CWM, LLC573$1.04万0.00%0不变
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO542$9,7990.00%542新建仓

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