ISMD NORTHERN LTS FD TR IV
INSPIRE SML/ MID
26Q126Q2
26Q126Q2
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 |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 108 | 4,888,991 | $2.44亿 | 22 | 50 | 21 | 12 | $670.83万 |
| 2026Q1 | 94 | 4,759,403 | $1.91亿 | 12 | 41 | 21 | 6 | $3,663.61万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| OneAscent Financial Services LLC | 加仓 | $2,725.77万 |
| CreativeOne Wealth, LLC | 加仓 | $556.94万 |
| SILVER OAK SECURITIES, INCORPORATED | 加仓 | $222.59万 |
| JANE STREET GROUP, LLC | 新建仓 | $153.32万 |
| GOLDMAN SACHS GROUP INC | 加仓 | $143.01万 |
| Chevy Chase Trust Holdings, LLC | 新建仓 | $137.04万 |
| Sound Financial Strategies Group, LLC | 加仓 | $126.81万 |
| Independent Advisor Alliance | 新建仓 | $111.52万 |
| TWO SIGMA INVESTMENTS, LP | 加仓 | $79.54万 |
| Farther Finance Advisors, LLC | 新建仓 | $54.97万 |
| GTS SECURITIES LLC | 加仓 | $45.27万 |
| Focus Partners Advisor Solutions, LLC | 加仓 | $32.39万 |
| LPL Financial LLC | 加仓 | $31.19万 |
| RFG Advisory, LLC | 新建仓 | $30.82万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $30.10万 |
| FAMILY WEALTH PARTNERS, LLC | 加仓 | $29.03万 |
| Geneos Wealth Management Inc. | 加仓 | $28.84万 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 加仓 | $26.55万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $24.41万 |
| AE Wealth Management LLC | 加仓 | $22.93万 |
2026Q1 卖出最多
| CREATIVE FINANCIAL DESIGNS INC /ADV | 减仓 | -$525.84万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$275.14万 |
| Inspire Investing, LLC | 减仓 | -$125.35万 |
| WorthPointe, LLC | 减仓 | -$59.06万 |
| Sanctuary Advisors, LLC | 减仓 | -$45.99万 |
| Christian Investment Advisors, Inc. | 减仓 | -$43.87万 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 清仓 | -$29.68万 |
| Fairman Group, LLC | 减仓 | -$16.74万 |
| Kestra Advisory Services, LLC | 清仓 | -$11.92万 |
| Harvest Investment Services, LLC | 减仓 | -$9.22万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$5.93万 |
| Frontier Asset Management, LLC | 减仓 | -$5.09万 |
| LVZ, Inc. | 减仓 | -$5.02万 |
| CWM, LLC | 减仓 | -$3.97万 |
| Sound Income Strategies, LLC | 清仓 | -$3.49万 |
| Bare Financial Services, Inc | 减仓 | -$3.33万 |
| CoreCap Advisors, LLC | 减仓 | -$3.21万 |
| Revisor Wealth Management LLC | 减仓 | -$2.83万 |
| UBS Group AG | 减仓 | -$2.80万 |
| MCF Advisors LLC | 减仓 | -$2.40万 |
2026Q1 最大持有机构
导出全部持有机构 CSV 🔒内部人交易（Form 4）
ISMD 董事、高管和大股东的最新买卖申报。专业版可看 🔒