13F 机构持仓

ISMD NORTHERN LTS FD TR IV

INSPIRE SML/ MID

持有机构数1082026Q2
26Q126Q2
机构合计持股(股)4,888,9912026Q2
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
2026Q21084,888,991$2.44亿 22502112$670.83万
2026Q1944,759,403$1.91亿 1241216$3,663.61万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q2 买入最多

Inspire Advisors, LLC加仓$670.66万
LPL Financial LLC加仓$240.04万
Simplicity Wealth,LLC加仓$175.21万
CITADEL ADVISORS LLC重新持有$106.02万
Cambridge Investment Research Advisors, Inc.加仓$86.64万
OneAscent Financial Services LLC加仓$86.07万
Inspire Investing, LLC加仓$84.82万
TWO SIGMA INVESTMENTS, LP加仓$58.50万
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC加仓$52.72万
GTS SECURITIES LLC加仓$44.99万
Focus Financial Network, Inc.新建仓$41.44万
Pinnacle Financial Partners, Inc.加仓$40.67万
Gambit Capital Management, LLC新建仓$31.72万
LITTLEJOHN FINANCIAL SERVICES, INC.新建仓$29.96万
Hilltop Holdings Inc.新建仓$26.92万
Legacy Wealth Asset Management, LLC新建仓$26.75万
PFG Advisors新建仓$26.65万
AE Wealth Management LLC加仓$23.91万
UNITED CAPITAL FINANCIAL ADVISORS, LLC加仓$23.65万
BENJAMIN EDWARDS INC新建仓$23.38万

2026Q2 卖出最多

CreativeOne Wealth, LLC减仓-$699.88万
JANE STREET GROUP, LLC清仓-$153.32万
GOLDMAN SACHS GROUP INC减仓-$152.05万
Christian Investment Advisors, Inc.减仓-$123.85万
NATIONS FINANCIAL GROUP INC, /IA/ /ADV清仓-$116.02万
Independent Advisor Alliance清仓-$111.52万
Frontier Asset Management, LLC减仓-$53.37万
RFG Advisory, LLC清仓-$30.82万
Geneos Wealth Management Inc.减仓-$29.98万
Ascentis Independent Advisors清仓-$29.45万
WorthPointe, LLC减仓-$25.47万
Strategic Blueprint, LLC清仓-$23.72万
Gateway Wealth Partners, LLC减仓-$22.71万
Revisor Wealth Management LLC减仓-$16.21万
Chevy Chase Trust Holdings, LLC减仓-$14.78万
Cornerstone Financial Management LLC减仓-$14.73万
TopTier Wealth Management, LLC清仓-$10.60万
Financial Advisory Corp减仓-$9.57万
SUSQUEHANNA INTERNATIONAL GROUP, LLP重新持有-$8.16万
Root Financial Partners, LLC清仓-$6.57万

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
Inspire Advisors, LLC1,579,201$7,892.10万5.49%134,198加仓
OneAscent Financial Services LLC793,784$3,968.68万1.90%17,216加仓
Christian Investment Advisors, Inc.336,477$1,682.28万9.92%-24,772减仓
LPL Financial LLC262,369$1,311.77万0.00%48,010加仓
Inspire Investing, LLC206,820$1,034.04万0.42%16,965加仓
PAX Financial Group, LLC200,796$1,003.92万1.49%862加仓
Sound Financial Strategies Group, LLC78,430$392.13万2.49%779加仓
SILVER OAK SECURITIES, INCORPORATED70,865$354.30万0.22%4,675加仓
AlphaStar Capital Management, LLC70,736$353.66万0.22%3,350加仓
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC67,415$331.61万0.01%10,717加仓
GOLDMAN SACHS GROUP INC64,475$322.36万0.00%-30,412减仓
CREATIVE FINANCIAL DESIGNS INC /ADV51,047$255.22万0.12%1,090加仓
GTS SECURITIES LLC45,717$228.57万0.05%8,998加仓
TWO SIGMA INVESTMENTS, LP42,800$213.99万0.00%11,700加仓
UBS Group AG41,621$208.09万0.00%86加仓
Simplicity Wealth,LLC40,936$204.67万0.07%35,044加仓
Cambridge Investment Research Advisors, Inc.38,140$190.60万0.00%17,337加仓
Cetera Investment Advisers37,044$185.21万0.00%1,667加仓
EverSource Wealth Advisors, LLC36,857$184.27万0.06%1,311加仓
WorthPointe, LLC35,099$175.49万0.44%-5,094减仓
UNITED CAPITAL FINANCIAL ADVISORS, LLC34,824$173.91万0.01%4,736加仓
CITADEL ADVISORS LLC32,910$164.54万0.00%21,205重新持有
CARLSON FINANCIAL, INC.31,681$158.39万0.81%119加仓
Chevy Chase Trust Holdings, LLC31,330$156.65万0.00%-2,955减仓
LVZ, Inc.28,646$143.22万0.15%-165减仓
Focus Partners Advisor Solutions, LLC27,900$139.49万0.01%2,635加仓
Bare Financial Services, Inc27,551$137.75万0.32%-152减仓
FAMILY WEALTH PARTNERS, LLC23,465$117.32万0.36%2,386加仓
Cornerstone Financial Management LLC23,462$117.30万0.94%-2,946减仓
AE Wealth Management LLC22,368$111.83万0.01%4,783加仓
JONES FINANCIAL COMPANIES LLLP20,432$101.02万0.00%3,637加仓
Financial Advisory Corp19,696$98.48万0.13%-1,914减仓
Koss-Olinger Consulting, LLC18,988$94.93万0.07%0不变
TRUST POINT INC.18,952$94.75万0.08%-844减仓
COMMONWEALTH EQUITY SERVICES, LLC18,579$92.89万0.00%1,391加仓
Providence Financial Advisors, LLC16,694$83.47万0.47%2,361加仓
IFP Advisors, Inc15,350$76.75万0.01%382加仓
RMG Wealth Management LLC14,836$74.61万0.08%700加仓
Keel Point, LLC14,331$71.65万0.04%0不变
Sterling Investment Advisors, Ltd.14,300$71.50万0.12%0不变
RAYMOND JAMES FINANCIAL INC14,212$71.06万0.00%2,815加仓
CAPTRUST FINANCIAL ADVISORS13,897$69.48万0.00%2,145加仓
Pinnacle Financial Partners, Inc.13,702$68.51万0.00%8,134加仓
Faithward Advisors, LLC13,252$66.26万0.08%-22减仓
Farther Finance Advisors, LLC13,191$65.95万0.01%-467减仓
Revisor Wealth Management LLC11,489$57.70万0.14%-3,227减仓
HARBOUR INVESTMENTS, INC.11,462$57.31万0.01%2,369加仓
OSAIC HOLDINGS, INC.11,113$55.60万0.00%708加仓
Sanctuary Advisors, LLC10,911$54.55万0.00%-595减仓
Frontier Asset Management, LLC10,808$54.04万0.10%-10,675减仓

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