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 🔒

2026Q2 买入最多

Concurrent Investment Advisors, LLC加仓$355.06万
LPL Financial LLC加仓$264.29万
ROYAL BANK OF CANADA加仓$221.04万
UBS Group AG加仓$71.02万
WELLS FARGO & COMPANY/MN加仓$62.50万
Cambridge Investment Research Advisors, Inc.加仓$47.87万
Convergence Financial, LLC加仓$22.34万
BankPlus Wealth Management LLC加仓$15.99万
COMMONWEALTH EQUITY SERVICES, LLC加仓$13.18万
RAYMOND JAMES FINANCIAL INC加仓$13.08万
Millington Financial Advisors, LLC加仓$9.62万
Private Advisor Group, LLC加仓$8.60万
JPMORGAN CHASE & CO加仓$4.62万
5T Wealth, LLC加仓$4.60万
Walkner Condon Financial Advisors LLC加仓$2.91万
Farther Finance Advisors, LLC新建仓$1.36万
Focus Partners Wealth加仓$1.35万
OSAIC HOLDINGS, INC.加仓$1.33万
Qube Research & Technologies Ltd新建仓$781
MAINSTAY CAPITAL MANAGEMENT LLC /ADV加仓$182

2026Q2 卖出最多

Pine Valley Investments Ltd Liability Co减仓-$1,371.77万
CITADEL ADVISORS LLC减仓-$838.77万
BANK OF AMERICA CORP /DE/减仓-$564.95万
SUSQUEHANNA INTERNATIONAL GROUP, LLP减仓-$308.42万
Hobart Private Capital, LLC减仓-$256.04万
JANE STREET GROUP, LLC减仓-$67.32万
MORGAN STANLEY减仓-$31.49万
FIRST FOUNDATION ADVISORS减仓-$30.93万
WealthPlan Investment Management, LLC清仓-$21.25万
Cetera Investment Advisers减仓-$12.27万
New Insight Wealth Advisors减仓-$9.45万
Acorn Wealth Advisors, LLC减仓-$8.65万
AMERIPRISE FINANCIAL INC减仓-$7.85万
Boreal Capital Management LLC清仓-$4.52万
ENVESTNET ASSET MANAGEMENT INC减仓-$4.30万
Advisory Services Network, LLC减仓-$2.04万
SouthState Bank Corp减仓-$1.40万
OneDigital Investment Advisors LLC减仓-$1.22万
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO清仓-$9,799
HARBOUR INVESTMENTS, INC.减仓-$5,451

2026Q2 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 INC6,247,687$1.14亿0.02%-4,320减仓
LPL Financial LLC2,456,861$4,464.12万0.01%145,455加仓
BANK OF AMERICA CORP /DE/922,605$1,676.37万0.00%-310,926减仓
MORGAN STANLEY871,399$1,583.33万0.00%-17,332减仓
WELLS FARGO & COMPANY/MN829,612$1,507.40万0.00%34,400加仓
UBS Group AG685,843$1,246.18万0.00%39,085加仓
Convergence Financial, LLC680,631$1,236.71万0.98%12,293加仓
ROYAL BANK OF CANADA356,840$648.40万0.00%121,647加仓
Hobart Private Capital, LLC240,211$436.46万0.75%-140,916减仓
Concurrent Investment Advisors, LLC209,952$381.48万0.03%195,411加仓
CITADEL ADVISORS LLC113,876$206.91万0.00%-461,625减仓
Private Advisor Group, LLC93,343$169.60万0.01%4,731加仓
BankPlus Wealth Management LLC84,891$154.25万0.69%8,799加仓
New Insight Wealth Advisors79,842$145.07万0.43%-5,201减仓
Millington Financial Advisors, LLC74,234$134.03万0.53%5,326加仓
Pine Valley Investments Ltd Liability Co67,979$123.52万0.05%-754,958减仓
RAYMOND JAMES FINANCIAL INC66,218$120.32万0.00%7,201加仓
COMMONWEALTH EQUITY SERVICES, LLC60,415$109.77万0.00%7,252加仓
Cambridge Investment Research Advisors, Inc.51,828$94.20万0.00%26,339加仓
JANE STREET GROUP, LLC38,624$70.18万0.00%-37,052减仓
Acorn Wealth Advisors, LLC38,384$69.74万0.17%-4,761减仓
Cetera Investment Advisers36,616$66.53万0.00%-6,752减仓
FIRST FOUNDATION ADVISORS35,383$64.29万0.02%-17,022减仓
Focus Partners Wealth34,564$62.80万0.00%742加仓
OSAIC HOLDINGS, INC.33,530$60.92万0.00%730加仓
MAINSTAY CAPITAL MANAGEMENT LLC /ADV32,919$59.81万0.04%10加仓
HBK Sorce Advisory LLC23,690$42.58万0.01%0不变
Walkner Condon Financial Advisors LLC22,885$41.56万0.05%1,600加仓
SUSQUEHANNA INTERNATIONAL GROUP, LLP22,287$40.50万0.00%-169,739减仓
NorthRock Partners, LLC15,400$27.98万0.00%0不变
Waverly Advisors, LLC14,454$26.26万0.00%-300减仓
JPMORGAN CHASE & CO13,877$25.28万0.00%2,534加仓
5T Wealth, LLC13,486$24.50万0.09%2,534加仓
OneDigital Investment Advisors LLC13,119$23.84万0.00%-669减仓
ENVESTNET ASSET MANAGEMENT INC11,490$20.88万0.00%-2,367减仓
Advisory Services Network, LLC10,028$18.22万0.00%-1,123减仓
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC6,888$12.52万0.05%0不变
Global Retirement Partners, LLC5,391$9.80万0.00%——
Westside Investment Management, Inc.4,000$7.27万0.01%0不变
Owl Creek Wealth Partners LLC3,563$6.47万0.02%1加仓
Synergy Investment Management, LLC2,538$4.61万0.01%0不变
SouthState Bank Corp1,807$3.28万0.00%-771减仓
Steward Partners Investment Advisory, LLC1,683$3.06万0.00%0不变
FIFTH THIRD BANCORP916$1.66万0.00%0不变
Glass Jacobson Investment Advisors llc776$1.41万0.00%0不变
HARBOUR INVESTMENTS, INC.763$1.39万0.00%-300减仓
Farther Finance Advisors, LLC747$1.36万0.00%747新建仓
FMR LLC150$2,7260.00%0不变
WPG Advisers, LLC84$1,5260.00%0不变
Qube Research & Technologies Ltd43$7810.00%43新建仓

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