13F 机构持仓

IDEQ LAZARD ACTIVE ETF TR

INTL DYNAMIC EQT

持有机构数942026Q2
26Q126Q2
机构合计持股(股)19,232,2842026Q2
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
2026Q29419,232,284$6.74亿 394555$3.75亿
2026Q1588,535,669$2.71亿 381432$1.62亿
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q2 买入最多

Northwest Financial Advisors新建仓$5,877.93万
CIBC Bancorp USA Inc.新建仓$4,080.81万
RAYMOND JAMES FINANCIAL INC加仓$3,730.59万
TOMPKINS FINANCIAL CORP新建仓$3,049.07万
LPL Financial LLC加仓$2,537.49万
Snowden Capital Advisors LLC新建仓$2,191.13万
Alliance Wealth Advisors, LLC新建仓$1,597.03万
NORTHLAND SECURITIES, INC.新建仓$1,447.47万
JSF Financial, LLC新建仓$1,434.99万
Navigation Group, LLC新建仓$1,174.73万
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO加仓$904.12万
ENVESTNET ASSET MANAGEMENT INC加仓$864.00万
PNC Financial Services Group, Inc.加仓$863.45万
WELLS FARGO & COMPANY/MN新建仓$742.56万
Spartan Wealth Advisory Services LLC新建仓$566.22万
JONES FINANCIAL COMPANIES LLLP加仓$556.77万
Members Advisory Group LLC加仓$480.01万
DENVER WEALTH MANAGEMENT, INC.加仓$462.26万
BAKER TILLY WEALTH MANAGEMENT, LLC加仓$461.52万
Private Advisor Group, LLC新建仓$454.50万

2026Q2 卖出最多

Independent Advisor Alliance清仓-$721.27万
CITADEL ADVISORS LLC清仓-$367.74万
Pinnacle Wealth Management, LLC减仓-$164.76万
HRT FINANCIAL LP清仓-$23.80万
Wedmont Private Capital清仓-$23.25万
VICTORY FINANCIAL GROUP, LLC减仓-$15.64万
PRIVATE TRUST CO NA减仓-$7.30万
MEMBERS WEALTH LLC减仓-$5.79万
Future Financial Wealth Managment LLC减仓-$4.68万
ROYAL BANK OF CANADA重新持有-$2.54万
Longview Financial Advisors, Inc.清仓-$5,314

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
LPL Financial LLC2,424,439$8,502.51万0.02%723,550加仓
RAYMOND JAMES FINANCIAL INC1,727,238$6,057.43万0.02%1,063,754加仓
Northwest Financial Advisors1,676,055$5,877.93万7.82%1,676,055新建仓
Bank of New York Mellon Corp1,569,805$5,505.31万0.01%58,576加仓
CIBC Bancorp USA Inc.1,168,787$4,080.81万0.05%1,168,787新建仓
TOMPKINS FINANCIAL CORP869,425$3,049.07万2.13%869,425新建仓
Snowden Capital Advisors LLC624,788$2,191.13万0.52%624,788新建仓
DENVER WEALTH MANAGEMENT, INC.562,823$1,973.82万5.65%131,812加仓
Alliance Wealth Advisors, LLC455,384$1,597.03万5.19%455,384新建仓
JONES FINANCIAL COMPANIES LLLP458,737$1,587.23万0.01%160,916加仓
NORTHLAND SECURITIES, INC.412,738$1,447.47万8.43%412,738新建仓
JSF Financial, LLC409,180$1,434.99万2.27%409,180新建仓
Pinnacle Wealth Management, LLC405,922$1,423.57万8.82%-46,979减仓
ENVESTNET ASSET MANAGEMENT INC373,249$1,308.98万0.00%246,366加仓
Navigation Group, LLC334,968$1,174.73万2.29%334,968新建仓
Meridian Financial Partners LLC319,202$1,106.99万3.77%73,545加仓
Members Advisory Group LLC311,190$1,091.35万3.05%136,871加仓
Western Wealth Management, LLC308,941$1,083.46万0.35%108,472加仓
Prosperity Bancshares Inc308,275$1,081.12万7.06%70,785加仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO302,354$1,060.36万0.01%257,803加仓
COMMONWEALTH EQUITY SERVICES, LLC274,463$962.54万0.01%3,374加仓
PNC Financial Services Group, Inc.250,650$879.03万0.00%246,206加仓
WELLS FARGO & COMPANY/MN211,736$742.56万0.00%211,736新建仓
Provident Wealth Management, LLC174,568$612.21万1.58%18,330加仓
Sigma Planning Corp169,655$594.98万0.15%22,147加仓
TRUIST FINANCIAL CORP166,436$583.69万0.01%25,056加仓
BAKER TILLY WEALTH MANAGEMENT, LLC163,102$572.00万1.22%131,598加仓
Spartan Wealth Advisory Services LLC161,455$566.22万0.46%161,455新建仓
FLOW TRADERS U.S. LLC143,000$501.50万0.21%40,261加仓
SENTINEL PENSION ADVISORS, LLC145,966$495.85万0.65%12,992加仓
Coastline Trust Co135,925$476.69万0.42%64,925加仓
Cetera Investment Advisers131,939$462.71万0.00%25,595加仓
Private Advisor Group, LLC129,598$454.50万0.02%129,598新建仓
Endowment Wealth Management, Inc.113,659$398.60万1.54%8,028加仓
Benson Investment Management Company, Inc.101,480$355.89万18.95%101,480新建仓
HighTower Advisors, LLC100,271$351.65万0.00%100,271新建仓
D.A. DAVIDSON & CO.96,505$338.44万0.02%10,530加仓
Sanctuary Advisors, LLC94,223$330.44万0.02%94,223新建仓
Cambridge Investment Research Advisors, Inc.91,814$322.00万0.00%65,827加仓
Cornerstone Planning Group LLC87,244$302.48万0.38%3,342加仓
Steward Partners Investment Advisory, LLC84,974$298.00万0.02%37,681加仓
JANE STREET GROUP, LLC74,738$262.11万0.00%44,413加仓
Bill Few Associates, Inc.74,221$260.29万0.55%7,887加仓
Payne Capital LLC73,588$258.07万2.15%27加仓
Future Financial Wealth Managment LLC74,370$255.61万1.59%-1,361减仓
Embree Financial Group70,856$248.49万0.25%49,846加仓
GTS SECURITIES LLC70,630$247.70万0.05%70,630新建仓
MEMBERS WEALTH LLC62,418$218.90万1.20%-1,650减仓
Dynamic Advisor Solutions LLC61,115$214.33万0.06%10,125加仓
Avise Financial Cooperative, Inc.48,563$170.31万1.21%48,563新建仓

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