13F 机构持仓

FUMB FIRST TR EXCH TRADED FD III

ULTRA SHT DUR MU

持有机构数852026Q2
26Q126Q2
机构合计持股(股)8,137,9662026Q2
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
2026Q2858,137,966$1.63亿 4352611-$56.03万
2026Q1887,912,996$1.59亿 740297$44.70万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q2 买入最多

GSG Advisors LLC加仓$1,005.23万
COMMONWEALTH EQUITY SERVICES, LLC加仓$711.66万
OSAIC HOLDINGS, INC.加仓$325.46万
MORGAN STANLEY加仓$234.70万
Cambridge Investment Research Advisors, Inc.加仓$189.99万
White Wing Wealth Management新建仓$160.19万
RAYMOND JAMES FINANCIAL INC加仓$122.35万
WELLS FARGO & COMPANY/MN加仓$40.66万
GOLDMAN SACHS GROUP INC加仓$40.36万
HRT FINANCIAL LP新建仓$38.30万
UBS Group AG加仓$34.20万
Kestra Advisory Services, LLC加仓$33.39万
Occidental Asset Management, LLC加仓$32.85万
Summit Financial, LLC加仓$29.97万
Tower Research Capital LLC (TRC)重新持有$20.13万
KESTRA PRIVATE WEALTH SERVICES, LLC加仓$18.11万
Thrivent Financial for Lutherans加仓$15.11万
BENJAMIN EDWARDS INC加仓$14.11万
RFG Advisory, LLC加仓$13.31万
Dynamic Advisor Solutions LLC加仓$11.81万

2026Q2 卖出最多

XML Financial, LLC减仓-$1,031.64万
LPL Financial LLC减仓-$455.38万
Gateway Wealth Partners, LLC减仓-$302.90万
Thomas J. Herzfeld Advisors, Inc.清仓-$220.50万
JPMORGAN CHASE & CO减仓-$209.30万
Independent Advisor Alliance清仓-$133.22万
OLD MISSION CAPITAL LLC清仓-$109.86万
CITADEL ADVISORS LLC清仓-$83.28万
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC减仓-$80.03万
JANE STREET GROUP, LLC减仓-$78.34万
SUSQUEHANNA INTERNATIONAL GROUP, LLP清仓-$71.77万
Mainsail Financial Group, LLC减仓-$65.69万
TRANSCEND CAPITAL ADVISORS, LLC清仓-$64.93万
Security Financial Services, INC.清仓-$54.96万
NewEdge Advisors, LLC减仓-$33.88万
NewEdge Wealth, LLC清仓-$33.36万
TRUIST FINANCIAL CORP减仓-$30.94万
ENVESTNET ASSET MANAGEMENT INC减仓-$29.12万
Schwallier Wealth Management LLC清仓-$28.28万
Ascentis Independent Advisors清仓-$20.42万

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
MORGAN STANLEY778,240$1,560.76万0.00%117,030加仓
WELLS FARGO & COMPANY/MN669,696$1,343.08万0.00%20,275加仓
LPL Financial LLC652,475$1,308.54万0.00%-227,067减仓
COMMONWEALTH EQUITY SERVICES, LLC646,309$1,296.17万0.02%354,856加仓
GSG Advisors LLC517,719$1,038.29万2.29%501,234加仓
ROYAL BANK OF CANADA348,015$697.90万0.00%2,016加仓
OSAIC HOLDINGS, INC.344,084$690.22万0.01%162,246加仓
RAYMOND JAMES FINANCIAL INC337,934$677.73万0.00%61,009加仓
NewEdge Advisors, LLC256,610$514.63万0.02%-16,896减仓
VAQUERO PRIVATE WEALTH, LTD237,797$476.90万0.98%——
UBS Group AG229,246$459.75万0.00%17,053加仓
Cambridge Investment Research Advisors, Inc.186,876$374.80万0.00%94,728加仓
JPMORGAN CHASE & CO171,091$343.47万0.00%-104,261减仓
J.W. COLE ADVISORS, INC.158,631$318.13万0.05%4,997加仓
KESTRA PRIVATE WEALTH SERVICES, LLC157,770$316.41万0.03%9,028加仓
Kestra Advisory Services, LLC141,231$283.24万0.01%16,651加仓
Rockefeller Capital Management L.P.125,283$251.26万0.00%-5,111减仓
Baird Financial Group, Inc.124,370$249.42万0.00%0不变
Gateway Wealth Partners, LLC109,033$218.67万0.13%-151,033减仓
Insight Inv LLC108,495$217.59万1.03%-450减仓
Thrivent Financial for Lutherans99,686$199.90万0.00%7,536加仓
TRUIST FINANCIAL CORP94,740$190.00万0.00%-15,426减仓
Cetera Investment Advisers89,304$179.10万0.00%-2,627减仓
CAPITAL FINANCIAL GROUP INC\CO\ /ADV82,431$165.32万0.87%1,490加仓
White Wing Wealth Management79,877$160.19万0.84%79,877新建仓
ENVESTNET ASSET MANAGEMENT INC79,473$159.38万0.00%-14,519减仓
Sanctuary Advisors, LLC69,073$138.53万0.01%4,025加仓
Summit Financial, LLC66,504$133.38万0.01%14,943加仓
Mainsail Financial Group, LLC62,540$125.42万0.43%-32,754减仓
Rothschild Wealth LLC62,524$125.39万0.10%0不变
STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC59,548$119.42万0.80%-39,905减仓
WealthBridge Capital Management, LLC57,274$114.86万0.23%2,509加仓
Ashton Thomas Private Wealth, LLC55,032$110.37万0.02%0不变
INSPIRION WEALTH ADVISORS, LLC48,882$98.03万0.11%-5,000减仓
Prospera Financial Services Inc45,907$92.07万0.01%1,337加仓
JAMES INVESTMENT RESEARCH, INC.45,571$91.39万0.09%0不变
GOLDMAN SACHS GROUP INC44,651$89.55万0.00%20,124加仓
MCDONALD PARTNERS LLC42,500$85.23万0.21%0不变
Occidental Asset Management, LLC41,526$83.28万0.08%16,381加仓
Private Advisor Group, LLC39,887$79.99万0.00%-3,437减仓
Meridian Wealth Management, LLC35,742$71.68万0.02%4,840加仓
Dynamic Advisor Solutions LLC35,427$71.05万0.02%5,890加仓
BENJAMIN EDWARDS INC28,571$57.30万0.01%7,036加仓
Capital Investment Advisory Services, LLC27,975$56.10万0.03%250加仓
Concurrent Investment Advisors, LLC26,411$52.97万0.00%344加仓
Norris Financial Group, LLC24,715$49.57万0.20%-2,450减仓
Envestnet Portfolio Solutions, Inc.23,513$47.16万0.00%758加仓
HARBOUR INVESTMENTS, INC.22,384$44.89万0.01%-2,500减仓
MGO ONE SEVEN LLC20,515$41.14万0.01%1,140加仓
Keating Financial Advisory Services, Inc.20,148$40.41万0.05%3,019加仓

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