MGMT UNIFIED SER TR
BALLAST SMLMD CP
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 | 54 | 2,827,869 | $1.44亿 | 6 | 15 | 16 | 4 | -$4.56万 |
| 2026Q1 | 48 | 2,761,667 | $1.25亿 | 5 | 20 | 12 | 1 | $582.99万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Equitable Holdings, Inc. | 新建仓 | $410.30万 |
| Hedeker Wealth, LLC | 加仓 | $175.93万 |
| HB Wealth Management, LLC | 加仓 | $163.18万 |
| Englebert Financial Advisers, LLC | 加仓 | $93.41万 |
| Tactive Advisors, LLC | 加仓 | $91.03万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $66.70万 |
| Verdence Capital Advisors LLC | 新建仓 | $57.00万 |
| Steward Partners Investment Advisory, LLC | 加仓 | $43.44万 |
| Weaver Consulting Group | 加仓 | $43.30万 |
| SAPIENT CAPITAL LLC | 新建仓 | $27.62万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 加仓 | $22.16万 |
| Rockefeller Capital Management L.P. | 加仓 | $19.93万 |
| FIFTH THIRD BANCORP | 新建仓 | $16.44万 |
| Janney Montgomery Scott LLC | 加仓 | $9.17万 |
| Argent Trust Co | 加仓 | $9.02万 |
| CPC Advisors, LLC | 加仓 | $6.44万 |
| MORGAN STANLEY | 加仓 | $5.02万 |
| First City Capital Management, Inc. | 加仓 | $4.75万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $2.88万 |
| Cape Investment Advisory, Inc. | 加仓 | $1.99万 |
2026Q1 卖出最多
| STIFEL FINANCIAL CORP | 减仓 | -$423.50万 |
| HighTower Advisors, LLC | 减仓 | -$119.71万 |
| Waverly Advisors, LLC | 减仓 | -$86.70万 |
| U.S. Capital Wealth Advisors, LLC | 清仓 | -$22.17万 |
| Dakota Wealth Management | 减仓 | -$14.69万 |
| Miller Global Investments, LLC | 减仓 | -$6.51万 |
| Krilogy Financial LLC | 减仓 | -$6.22万 |
| LPL Financial LLC | 减仓 | -$3.85万 |
| Pure Financial Advisors, LLC | 减仓 | -$2.47万 |
| Frontier Asset Management, LLC | 减仓 | -$1.44万 |
| VeraBank, N.A. | 减仓 | -$1.13万 |
| IFP Advisors, Inc | 减仓 | -$7,355 |
| OSAIC HOLDINGS, INC. | 减仓 | -$4,016 |
2026Q1 最大持有机构
导出全部持有机构 CSV 🔒内部人交易（Form 4）
MGMT 董事、高管和大股东的最新买卖申报。专业版可看 🔒