13F 机构持仓

MGMT UNIFIED SER TR

BALLAST SMLMD CP

持有机构数542026Q2
26Q126Q2
机构合计持股(股)2,827,8692026Q2
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
2026Q2542,827,869$1.44亿 615164-$4.56万
2026Q1482,761,667$1.25亿 520121$582.99万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q2 买入最多

RAYMOND JAMES FINANCIAL INC加仓$540.77万
Commerce Advisors, LLC加仓$378.87万
CARY STREET PARTNERS FINANCIAL LLC新建仓$139.01万
GTS SECURITIES LLC重新持有$87.99万
CITADEL ADVISORS LLC新建仓$61.28万
CPC Advisors, LLC加仓$53.10万
HRT FINANCIAL LP新建仓$51.20万
Hedeker Wealth, LLC加仓$36.04万
JPMORGAN CHASE & CO加仓$32.40万
Weaver Consulting Group加仓$29.40万
First City Capital Management, Inc.加仓$23.16万
ENVESTNET ASSET MANAGEMENT INC加仓$14.97万
SpringVest Wealth Management LLC加仓$9.07万
SAPIENT CAPITAL LLC加仓$8.77万
Heritage Trust Co加仓$8.20万
Janney Montgomery Scott LLC加仓$6.10万
Verdence Capital Advisors LLC加仓$4.24万
JONES FINANCIAL COMPANIES LLLP新建仓$1.45万
BlackRock, Inc.新建仓$1.27万
Cape Investment Advisory, Inc.加仓$1.00万

2026Q2 卖出最多

Equitable Holdings, Inc.清仓-$410.30万
Tactive Advisors, LLC减仓-$367.02万
Employees' Retirement Fund of the City of Fort Worth清仓-$256.27万
HighTower Advisors, LLC减仓-$204.87万
SUSQUEHANNA INTERNATIONAL GROUP, LLP清仓-$90.22万
Rockefeller Capital Management L.P.减仓-$62.81万
Frontier Asset Management, LLC减仓-$17.63万
VeraBank, N.A.减仓-$17.00万
Vann Equity Management LLC减仓-$16.68万
Englebert Financial Advisers, LLC减仓-$13.32万
Waverly Advisors, LLC减仓-$13.11万
Krilogy Financial LLC减仓-$9.70万
MORGAN STANLEY减仓-$4.03万
STIFEL FINANCIAL CORP减仓-$2.85万
Dakota Wealth Management减仓-$2.05万
UBS Group AG清仓-$1.56万
Miller Global Investments, LLC减仓-$1.40万
LPL Financial LLC减仓-$1.27万
BENJAMIN EDWARDS INC减仓-$1.07万
Steward Partners Investment Advisory, LLC减仓-$8,408

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
CPC Advisors, LLC685,108$3,491.31万4.71%10,420加仓
RAYMOND JAMES FINANCIAL INC225,715$1,150.24万0.00%106,116加仓
Rockefeller Capital Management L.P.201,381$1,026.24万0.02%-12,326减仓
Hedeker Wealth, LLC169,432$863.43万1.65%7,072加仓
Englebert Financial Advisers, LLC168,140$856.84万8.44%-2,613减仓
First City Capital Management, Inc.150,619$767.55万3.73%4,545加仓
Weaver Consulting Group149,938$764.09万1.57%5,770加仓
Dakota Wealth Management145,061$739.23万0.14%-402减仓
Commerce Advisors, LLC132,153$673.45万3.66%74,347加仓
ENVESTNET ASSET MANAGEMENT INC82,202$418.90万0.00%2,937加仓
Cape Investment Advisory, Inc.81,430$414.97万1.11%197加仓
Thomasville National Bank70,853$361.07万0.20%——
Waverly Advisors, LLC57,215$291.57万0.02%-2,573减仓
Steward Partners Investment Advisory, LLC49,148$250.46万0.01%-165减仓
HB Wealth Management, LLC40,745$207.64万0.01%0不变
HighTower Advisors, LLC40,452$206.14万0.00%-40,203减仓
Argent Trust Co38,680$197.11万0.06%0不变
Janney Montgomery Scott LLC35,785$182.40万0.00%1,196加仓
CARY STREET PARTNERS FINANCIAL LLC27,279$139.01万0.03%27,279新建仓
BENJAMIN EDWARDS INC26,963$137.40万0.01%-209减仓
GTS SECURITIES LLC25,495$129.92万0.03%17,266重新持有
NATIONS FINANCIAL GROUP INC, /IA/ /ADV24,883$126.80万0.06%0不变
Heritage Trust Co14,886$75.86万0.07%1,609加仓
Miller Global Investments, LLC14,303$72.89万0.60%-274减仓
Pure Financial Advisors, LLC13,629$69.45万0.01%122加仓
Verdence Capital Advisors LLC13,465$68.62万0.04%832加仓
Krilogy Financial LLC12,326$62.81万0.02%-1,903减仓
CITADEL ADVISORS LLC12,026$61.28万0.00%12,026新建仓
STIFEL FINANCIAL CORP10,575$53.89万0.00%-560减仓
HRT FINANCIAL LP10,060$51.20万0.00%10,060新建仓
Tactive Advisors, LLC9,722$49.54万0.12%-72,022减仓
SpringVest Wealth Management LLC9,093$46.34万0.29%1,780加仓
Capital Advisors, Ltd. LLC7,892$40.20万0.04%0不变
SAPIENT CAPITAL LLC7,842$39.96万0.01%1,721加仓
Summit Asset Management, LLC7,650$38.98万0.05%0不变
Sanctuary Advisors, LLC7,403$37.73万0.00%0不变
JPMORGAN CHASE & CO6,493$32.90万0.00%6,394加仓
QUANTIFY CHAOS ADVISORS, LLC5,302$27.02万0.76%0不变
Frontier Asset Management, LLC5,194$26.47万0.05%-3,459减仓
Atlas Brown,Inc.5,000$25.48万0.07%0不变
LPL Financial LLC4,593$23.41万0.00%-249减仓
Vann Equity Management LLC4,386$22.35万0.14%-3,274减仓
VeraBank, N.A.4,238$21.60万0.04%-3,335减仓
FIFTH THIRD BANCORP3,644$18.57万0.00%0不变
Allied Private Wealth LLC3,715$18.39万0.12%——
Global Retirement Partners, LLC3,517$17.92万0.00%——
HARBOR INVESTMENT ADVISORY, LLC655$3.34万0.00%0不变
MORGAN STANLEY596$3.04万0.00%-790减仓
OSAIC HOLDINGS, INC.300$1.53万0.00%0不变
JONES FINANCIAL COMPANIES LLLP286$1.45万0.00%286新建仓

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