13F 机构持仓

FPAG INVESTMENT MANAGERS SER TR I

FPA GBL EQTY ETF

持有机构数502026Q2
26Q126Q2
机构合计持股(股)11,617,3242026Q2
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
2026Q25011,617,324$4.66亿 82974$1,797.22万
2026Q14611,209,672$4.07亿 122350$1.81亿
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q2 买入最多

OXFORD FINANCIAL GROUP, LTD. LLC加仓$5,413.61万
LPL Financial LLC加仓$1,994.36万
Goldstone Financial Group, LLC加仓$1,086.89万
Allegheny Financial Group加仓$590.70万
First Pacific Advisors, LP新建仓$583.97万
Bank of New York Mellon Corp加仓$536.17万
NavPoint Financial, Inc.加仓$407.61万
Verum Partners LLC加仓$331.96万
Cambridge Investment Research Advisors, Inc.加仓$244.02万
FIG FINANCIAL ADVISORY SERVICES INC /ADV新建仓$210.56万
ECLECTIC ASSOCIATES INC /ADV加仓$148.68万
New England Private Wealth Advisors LLC加仓$117.81万
SHP Wealth Management加仓$106.35万
Good Harbor Advisors, Inc.加仓$98.22万
FLOW TRADERS U.S. LLC新建仓$97.50万
RAYMOND JAMES FINANCIAL INC加仓$68.57万
&PARTNERS加仓$57.44万
Argent Trust Co加仓$48.57万
Guardian Asset Advisors, LLC新建仓$41.45万
Stratos Wealth Partners, LTD.加仓$32.24万

2026Q2 卖出最多

Mesirow Financial Investment Management, Inc.减仓-$8,911.04万
JANE STREET GROUP, LLC清仓-$889.75万
CITADEL ADVISORS LLC清仓-$305.11万
SUSQUEHANNA INTERNATIONAL GROUP, LLP清仓-$304.66万
WELLS FARGO & COMPANY/MN减仓-$88.17万
Compass Ion Advisors, LLC减仓-$41.33万
Tanglewood Wealth Management, Inc.减仓-$25.57万
Mills Wealth Advisors LLC减仓-$14.92万
PNC Financial Services Group, Inc.清仓-$12.64万
Retirement Planning Group, LLC减仓-$1.54万
Onyx Bridge Wealth Group LLC减仓-$1.00万

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
OXFORD FINANCIAL GROUP, LTD. LLC3,897,208$1.56亿7.93%1,348,551加仓
Mesirow Financial Investment Management, Inc.2,143,769$8,605.93万1.35%-2,219,773减仓
Verum Partners LLC780,750$3,134.24万4.69%82,692加仓
Bank of New York Mellon Corp677,553$2,719.96万0.00%133,561加仓
LPL Financial LLC524,541$2,105.71万0.00%496,804加仓
NavPoint Financial, Inc.504,375$2,024.76万7.50%101,537加仓
Goldstone Financial Group, LLC493,466$1,980.96万1.81%270,748加仓
RAYMOND JAMES FINANCIAL INC328,935$1,320.48万0.00%17,082加仓
ECLECTIC ASSOCIATES INC /ADV313,286$1,257.63万1.43%37,037加仓
Allegheny Financial Group292,639$1,174.77万1.25%147,145加仓
New England Private Wealth Advisors LLC289,678$1,159.29万1.12%29,437加仓
WELLS FARGO & COMPANY/MN180,432$724.32万0.00%-21,963减仓
First Pacific Advisors, LP145,470$583.97万0.07%145,470新建仓
Argent Trust Co113,248$454.62万0.13%12,099加仓
Cambridge Investment Research Advisors, Inc.112,340$451.00万0.01%60,782加仓
DEMMING FINANCIAL SERVICES CORP /ADV105,577$423.83万2.69%1,761加仓
Private Advisor Group, LLC84,628$339.73万0.02%6,725加仓
Onyx Bridge Wealth Group LLC72,512$291.09万0.26%-250减仓
Stratos Wealth Partners, LTD.58,845$236.23万0.02%8,032加仓
FIG FINANCIAL ADVISORY SERVICES INC /ADV52,452$210.56万1.23%52,452新建仓
&PARTNERS51,971$208.63万0.01%14,308加仓
SHP Wealth Management51,512$206.79万0.14%26,493加仓
Compass Ion Advisors, LLC49,347$198.10万0.17%-10,295减仓
Tanglewood Wealth Management, Inc.40,809$163.82万0.14%-6,370减仓
Good Harbor Advisors, Inc.35,697$143.30万1.40%24,466加仓
FLOW TRADERS U.S. LLC24,292$97.50万0.04%24,292新建仓
CERTIOR FINANCIAL GROUP, LLC23,413$93.99万0.51%165加仓
Mills Wealth Advisors LLC21,084$84.64万0.27%-3,716减仓
Equitable Holdings, Inc.15,219$61.10万0.00%1,451加仓
DAVENPORT & Co LLC13,974$56.10万0.00%3,880加仓
DKM Wealth Management, Inc.10,794$43.33万0.28%1,240加仓
Lakeside Advisors, INC.10,600$42.55万0.27%0不变
US BANCORP \DE\10,400$41.75万0.00%0不变
Guardian Asset Advisors, LLC10,326$41.45万0.19%10,326新建仓
Cresset Asset Management, LLC9,885$39.68万0.00%3,670加仓
Janney Montgomery Scott LLC7,938$31.90万0.00%7,938新建仓
Joel Isaacson & Co., LLC7,855$31.53万0.01%32加仓
HighTower Advisors, LLC7,595$30.49万0.00%1,800加仓
Retirement Planning Group, LLC7,254$29.12万0.01%-383减仓
OSAIC HOLDINGS, INC.7,157$28.73万0.00%378加仓
STIFEL FINANCIAL CORP7,117$28.57万0.00%7,117新建仓
MCDONALD PARTNERS LLC6,500$26.09万0.06%0不变
COMMONWEALTH EQUITY SERVICES, LLC6,026$24.19万0.00%6,026新建仓
FIFTH THIRD BANCORP2,791$11.20万0.00%0不变
Mowery & Schoenfeld Wealth Management, LLC2,004$8.04万0.11%1,504加仓
PRIVATE TRUST CO NA2,000$8.03万0.01%0不变
HAZLETT, BURT & WATSON, INC.1,214$4.90万0.01%3加仓
HARBOR INVESTMENT ADVISORY, LLC615$2.47万0.00%0不变
ROYAL BANK OF CANADA187$8,0000.00%187新建仓
Spire Wealth Management44$1,7660.00%14加仓

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