13F 机构持仓

IWMI NEOS ETF TRUST

RUSSELL 2000 HIG

持有机构数1112026Q2
26Q126Q2
机构合计持股（股）3,393,4312026Q2
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
2026Q21113,393,431$1.82亿 3653117$4,918.83万
2026Q1852,514,930$1.20亿 2242103$4,275.39万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q2 买入最多

LPL Financial LLC加仓$939.78万
UBS Group AG新建仓$493.79万
Private Advisor Group, LLC加仓$480.68万
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC加仓$440.39万
Owen LaRue, LLC加仓$295.63万
ROYAL BANK OF CANADA加仓$251.51万
HERBST GROUP, LLC新建仓$166.72万
INSIGNEO ADVISORY SERVICES, LLC新建仓$158.95万
OLD MISSION CAPITAL LLC加仓$141.73万
STIFEL FINANCIAL CORP加仓$138.85万
Cambridge Investment Research Advisors, Inc.加仓$125.65万
Wellington Grp LLC加仓$123.92万
Garden State Investment Advisory Services LLC加仓$89.73万
ENVESTNET ASSET MANAGEMENT INC加仓$87.04万
DIVERSIFY WEALTH MANAGEMENT, LLC新建仓$80.88万
Diversify Advisory Services, LLC新建仓$80.88万
ENTREWEALTH, LLC新建仓$79.09万
Farther Finance Advisors, LLC加仓$76.23万
Summit Financial, LLC加仓$73.69万
HighTower Advisors, LLC新建仓$67.46万

2026Q2 卖出最多

JANE STREET GROUP, LLC清仓-$507.28万
MML INVESTORS SERVICES, LLC减仓-$73.17万
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO清仓-$31.69万
HRT FINANCIAL LP清仓-$29.90万
Cresset Asset Management, LLC减仓-$23.51万
Brookwood Investment Group LLC减仓-$20.54万
Gateway Wealth Partners, LLC减仓-$20.05万
Sound Income Strategies, LLC清仓-$8.21万
Foguth Wealth Management, LLC.减仓-$6.56万
STEPHENS INC /AR/减仓-$5.62万
GROUP ONE TRADING LLC减仓-$5.07万
Naviter Wealth, LLC减仓-$5.04万
Stratos Wealth Partners, LTD.减仓-$1.28万
Global Wealth Strategies & Associates清仓-$1,375
Cascade Wealth Advisors, Inc减仓-$1,222
MOTCO清仓-$901
Capital Analysts, LLC减仓-$523
MORGAN STANLEY清仓-$61

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 LLC739,510$3,957.86万0.01%175,595加仓
MADDEN SECURITIES Corp263,232$1,408.82万3.91%109加仓
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC175,355$938.50万1.40%82,285加仓
Gradient Investments LLC165,461$885.54万0.12%1,255加仓
Cascade Wealth Advisors, Inc124,435$661.25万2.66%-23减仓
Farther Finance Advisors, LLC116,283$622.34万0.05%14,244加仓
ROYAL BANK OF CANADA99,238$531.10万0.00%46,995加仓
Private Advisor Group, LLC94,467$505.59万0.02%89,813加仓
UBS Group AG92,263$493.79万0.00%92,263新建仓
STIFEL FINANCIAL CORP89,382$478.37万0.00%25,944加仓
Owen LaRue, LLC81,072$433.90万1.51%55,237加仓
MML INVESTORS SERVICES, LLC70,420$376.89万0.01%-13,672减仓
Palacios Wealth Management, LLC62,100$332.36万1.96%3,623加仓
Garden State Investment Advisory Services LLC60,325$322.86万0.58%16,765加仓
Summit Financial, LLC60,003$321.14万0.04%13,769加仓
Rockefeller Capital Management L.P.59,828$320.20万0.00%6,516加仓
Marshall & Sterling Wealth Advisors Inc.57,258$306.44万1.81%8,593加仓
Independence Wealth Advisors, LLC54,710$292.81万1.47%6,957加仓
Moran Wealth Management, LLC42,152$225.60万0.06%10,036加仓
OLD MISSION CAPITAL LLC38,838$207.86万0.03%26,481加仓
Cambridge Investment Research Advisors, Inc.36,376$194.60万0.00%23,487加仓
Mutual Advisors, LLC35,853$191.89万0.04%6,853加仓
Capital Investment Advisory Services, LLC33,157$177.46万0.11%3,650加仓
High Net Worth Advisory Group LLC31,258$167.29万0.36%110加仓
HERBST GROUP, LLC31,151$166.72万0.91%31,151新建仓
INSIGNEO ADVISORY SERVICES, LLC29,700$158.95万0.06%29,700新建仓
ENVESTNET ASSET MANAGEMENT INC27,711$148.31万0.00%16,264加仓
Brookwood Investment Group LLC26,256$140.52万0.16%-3,837减仓
INDEPENDENT FINANCIAL GROUP, LLC26,215$140.30万0.03%2,793加仓
Wellington Grp LLC25,777$137.96万0.37%23,155加仓
FSA Advisors, Inc.24,916$133.35万0.61%4,350加仓
SEAVIEW INVESTMENT MANAGERS LLC23,887$127.84万0.38%7,977加仓
Steward Partners Investment Advisory, LLC23,613$126.38万0.01%7,691加仓
Kestra Advisory Services, LLC23,077$123.51万0.00%2,436加仓
STEPHENS INC /AR/22,885$122.48万0.01%-1,050减仓
KINGSWOOD WEALTH ADVISORS, LLC20,291$108.60万0.04%8,418加仓
NFSG Corp18,391$98.43万0.12%1,931加仓
Valmark Advisers, Inc.15,485$82.88万0.01%0不变
Diversify Advisory Services, LLC15,541$80.88万0.01%15,541新建仓
DIVERSIFY WEALTH MANAGEMENT, LLC15,541$80.88万0.01%15,541新建仓
ENTREWEALTH, LLC15,000$79.09万0.29%15,000新建仓
KESTRA PRIVATE WEALTH SERVICES, LLC14,542$77.83万0.01%1,616加仓
SeaCrest Wealth Management, LLC14,500$77.60万0.09%3,500加仓
Gateway Wealth Partners, LLC14,445$77.31万0.05%-3,747减仓
PFG Investments, LLC13,332$71.35万0.03%104加仓
HighTower Advisors, LLC12,604$67.46万0.00%12,604新建仓
Navis Wealth Advisors, LLC12,512$66.96万0.25%12,512新建仓
PSI Advisors, LLC12,508$66.94万0.16%7,426加仓
Walkner Condon Financial Advisors LLC11,290$60.42万0.07%5,445加仓
CITADEL ADVISORS LLC11,275$60.34万0.00%11,275新建仓

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