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 🔒

2026Q1 买入最多

LPL Financial LLC加仓$834.14万
Farther Finance Advisors, LLC新建仓$485.71万
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC新建仓$441.15万
JANE STREET GROUP, LLC加仓$434.66万
Rockefeller Capital Management L.P.加仓$245.00万
Palacios Wealth Management, LLC加仓$232.02万
Marshall & Sterling Wealth Advisors Inc.新建仓$230.67万
STIFEL FINANCIAL CORP加仓$186.13万
MML INVESTORS SERVICES, LLC加仓$122.69万
ROYAL BANK OF CANADA加仓$118.62万
Moran Wealth Management, LLC加仓$112.55万
Summit Financial, LLC加仓$99.06万
Owen LaRue, LLC加仓$93.35万
MADDEN SECURITIES Corp加仓$77.71万
Garden State Investment Advisory Services LLC加仓$76.58万
Steward Partners Investment Advisory, LLC新建仓$75.47万
SEAVIEW INVESTMENT MANAGERS LLC新建仓$75.41万
Valmark Advisers, Inc.新建仓$73.40万
Gateway Wealth Partners, LLC加仓$66.37万
KINGSWOOD WEALTH ADVISORS, LLC新建仓$56.28万

2026Q1 卖出最多

STEPHENS INC /AR/减仓-$188.58万
Savvy Advisors, Inc.清仓-$61.36万
SUSQUEHANNA INTERNATIONAL GROUP, LLP减仓-$45.86万
OLD MISSION CAPITAL LLC重新持有-$38.41万
Brookwood Investment Group LLC减仓-$22.99万
Cresset Asset Management, LLC减仓-$20.82万
Kestra Advisory Services, LLC减仓-$2.96万
AdvisorNet Financial, Inc清仓-$1.72万
Capital Analysts, LLC减仓-$1.06万
Essential Partners LLC清仓-$2,872
High Net Worth Advisory Group LLC减仓-$2,844
BNP PARIBAS FINANCIAL MARKETS减仓-$2,130
MORGAN STANLEY减仓-$1,281
Global Wealth Strategies & Associates减仓-$47

2026Q1 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 LLC563,915$2,672.96万0.01%175,978加仓
MADDEN SECURITIES Corp263,123$1,247.20万3.75%16,395加仓
Gradient Investments LLC164,206$778.34万0.12%853加仓
Cascade Wealth Advisors, Inc124,458$645.93万2.56%7,877加仓
JANE STREET GROUP, LLC107,022$507.28万0.00%91,701加仓
Farther Finance Advisors, LLC102,039$485.71万0.05%102,039新建仓
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC93,070$441.15万0.74%93,070新建仓
MML INVESTORS SERVICES, LLC84,092$398.60万0.01%25,884加仓
STIFEL FINANCIAL CORP63,438$300.69万0.00%39,268加仓
Palacios Wealth Management, LLC58,477$298.35万1.87%45,476加仓
Rockefeller Capital Management L.P.53,312$252.70万0.00%51,687加仓
ROYAL BANK OF CANADA52,243$247.60万0.00%25,029加仓
Marshall & Sterling Wealth Advisors Inc.48,665$230.67万1.51%48,665新建仓
Independence Wealth Advisors, LLC47,753$226.35万1.21%3,604加仓
Summit Financial, LLC46,234$219.15万0.03%20,898加仓
Garden State Investment Advisory Services LLC43,560$206.48万0.45%16,155加仓
Moran Wealth Management, LLC32,116$152.23万0.05%23,745加仓
High Net Worth Advisory Group LLC31,148$147.64万0.34%-60减仓
Brookwood Investment Group LLC30,093$142.64万0.18%-4,850减仓
Capital Investment Advisory Services, LLC29,507$139.86万0.10%3,662加仓
Mutual Advisors, LLC29,000$137.46万0.03%553加仓
Owen LaRue, LLC25,835$122.46万0.47%19,695加仓
STEPHENS INC /AR/23,935$113.45万0.01%-39,785减仓
INDEPENDENT FINANCIAL GROUP, LLC23,422$111.02万0.02%9,092加仓
Kestra Advisory Services, LLC20,641$97.84万0.00%-625减仓
FSA Advisors, Inc.20,566$97.48万0.64%5,464加仓
Gateway Wealth Partners, LLC18,192$86.23万0.03%14,002加仓
NFSG Corp16,460$78.02万0.13%1,331加仓
Steward Partners Investment Advisory, LLC15,922$75.47万0.00%15,922新建仓
SEAVIEW INVESTMENT MANAGERS LLC15,910$75.41万0.27%15,910新建仓
Valmark Advisers, Inc.15,485$73.40万0.01%15,485新建仓
PFG Investments, LLC13,228$62.70万0.03%1,302加仓
VectorGlobal IAG, Inc.13,105$62.12万0.16%——
KESTRA PRIVATE WEALTH SERVICES, LLC12,926$61.27万0.01%112加仓
Cambridge Investment Research Advisors, Inc.12,889$61.10万0.00%6,297加仓
OLD MISSION CAPITAL LLC12,357$58.57万0.01%-8,104重新持有
Cresset Asset Management, LLC11,955$56.67万0.00%-4,393减仓
KINGSWOOD WEALTH ADVISORS, LLC11,873$56.28万0.03%11,873新建仓
ENVESTNET ASSET MANAGEMENT INC11,447$54.26万0.00%5,615重新持有
SeaCrest Wealth Management, LLC11,000$52.14万0.06%2,250加仓
Sunbelt Securities, Inc.9,956$47.19万0.03%2,861加仓
WORLD EQUITY GROUP, INC.9,868$46.78万0.12%749加仓
Vann Equity Management LLC8,626$40.89万0.29%——
Gladstone Institutional Advisory LLC8,385$39.75万0.01%3,861加仓
Naviter Wealth, LLC7,664$36.33万0.05%1,219加仓
J.W. COLE ADVISORS, INC.7,287$34.54万0.01%7,287新建仓
Quantum Private Wealth, LLC7,000$33.18万0.10%2,000加仓
Stratos Wealth Partners, LTD.6,779$32.14万0.00%1,752加仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO6,685$31.69万0.00%6,685新建仓
HRT FINANCIAL LP6,327$29.90万0.00%6,327新建仓

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