RODM LATTICE STRATEGIES TR
HARTFORD MLT ETF
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 | 131 | 29,597,758 | $11.96亿 | 12 | 49 | 49 | 13 | $1.18亿 |
| 2026Q1 | 131 | 28,428,692 | $11.20亿 | 15 | 36 | 55 | 5 | $2,059.98万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| Pathstone Holdings, LLC | 新建仓 | $7,180.76万 |
| Cerity Partners LLC | 加仓 | $4,410.42万 |
| AMERIPRISE FINANCIAL INC | 加仓 | $756.95万 |
| UBS Group AG | 加仓 | $455.85万 |
| LPL Financial LLC | 加仓 | $452.79万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $341.93万 |
| MORGAN STANLEY | 加仓 | $228.68万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $215.78万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $202.87万 |
| Hartford Funds Management Co LLC | 加仓 | $166.42万 |
| WCG Wealth Advisors LLC | 加仓 | $159.57万 |
| BEARING POINT CAPITAL, LLC | 加仓 | $142.16万 |
| HRT FINANCIAL LP | 重新持有 | $101.75万 |
| Goldstein Advisors, LLC | 加仓 | $96.77万 |
| Ethos Financial Group, LLC | 新建仓 | $87.27万 |
| AQR CAPITAL MANAGEMENT LLC | 加仓 | $58.08万 |
| Vise Technologies, Inc. | 新建仓 | $55.16万 |
| STIFEL FINANCIAL CORP | 加仓 | $49.57万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $43.10万 |
| OSAIC HOLDINGS, INC. | 加仓 | $41.67万 |
2026Q2 卖出最多
| CITADEL ADVISORS LLC | 清仓 | -$1,043.38万 |
| Clearstead Advisors, LLC | 减仓 | -$719.87万 |
| Private Advisor Group, LLC | 减仓 | -$445.52万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$260.59万 |
| Randall & Associates Wealth Management | 清仓 | -$254.32万 |
| FOSTER & MOTLEY INC | 减仓 | -$220.10万 |
| Steward Partners Investment Advisory, LLC | 减仓 | -$176.48万 |
| Lido Advisors, LLC | 减仓 | -$57.52万 |
| CITIGROUP INC | 减仓 | -$55.91万 |
| JANE STREET GROUP, LLC | 减仓 | -$52.06万 |
| Vawter Financial, Ltd. | 减仓 | -$42.59万 |
| Mariner, LLC | 减仓 | -$37.34万 |
| GTS SECURITIES LLC | 清仓 | -$35.38万 |
| Cetera Investment Advisers | 减仓 | -$34.82万 |
| Waverly Advisors, LLC | 清仓 | -$30.60万 |
| BKM Wealth Management, LLC | 清仓 | -$29.79万 |
| &PARTNERS | 减仓 | -$27.83万 |
| CAPTRUST FINANCIAL ADVISORS | 减仓 | -$26.66万 |
| WealthPlan Investment Management, LLC | 清仓 | -$24.38万 |
| EVERGREEN CAPITAL MANAGEMENT LLC | 减仓 | -$22.10万 |
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 |
|---|---|---|---|---|---|
| Cerity Partners LLC | 5,164,485 | $2.09亿 | 0.25% | 1,091,418 | 加仓 |
| MORGAN STANLEY | 3,235,045 | $1.31亿 | 0.01% | 56,591 | 加仓 |
| Hartford Funds Management Co LLC | 2,571,292 | $1.04亿 | 8.31% | 41,183 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 2,559,938 | $1.03亿 | 0.01% | -64,487 | 减仓 |
| Pathstone Holdings, LLC | 1,776,976 | $7,180.76万 | 0.21% | 1,776,976 | 新建仓 |
| WCG Wealth Advisors LLC | 1,773,405 | $7,166.32万 | 1.70% | 39,489 | 加仓 |
| LPL Financial LLC | 1,080,964 | $4,368.17万 | 0.01% | 112,049 | 加仓 |
| Intellus Advisors LLC | 1,052,032 | $4,251.26万 | 5.16% | 3,951 | 加仓 |
| FOSTER & MOTLEY INC | 1,016,714 | $4,108.50万 | 1.89% | -54,468 | 减仓 |
| Mariner, LLC | 944,022 | $3,814.79万 | 0.04% | -9,241 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 925,808 | $3,741.19万 | 0.01% | 1,976 | 加仓 |
| UBS Group AG | 771,110 | $3,116.06万 | 0.00% | 112,807 | 加仓 |
| AMERIPRISE FINANCIAL INC | 485,554 | $1,961.82万 | 0.00% | 187,346 | 加仓 |
| Goldstein Advisors, LLC | 471,735 | $1,906.28万 | 1.74% | 23,948 | 加仓 |
| BEARING POINT CAPITAL, LLC | 457,926 | $1,850.48万 | 2.50% | 35,180 | 加仓 |
| Private Advisor Group, LLC | 439,216 | $1,774.87万 | 0.08% | -110,250 | 减仓 |
| CAPTRUST FINANCIAL ADVISORS | 424,032 | $1,713.51万 | 0.03% | -6,598 | 减仓 |
| JONES FINANCIAL COMPANIES LLLP | 417,097 | $1,681.74万 | 0.01% | 84,804 | 加仓 |
| Cetera Investment Advisers | 379,827 | $1,534.88万 | 0.01% | -8,617 | 减仓 |
| ROYAL BANK OF CANADA | 234,496 | $947.60万 | 0.00% | 8,270 | 加仓 |
| Lido Advisors, LLC | 227,379 | $918.84万 | 0.02% | -14,235 | 减仓 |
| &PARTNERS | 180,696 | $730.19万 | 0.03% | -6,886 | 减仓 |
| Clearstead Advisors, LLC | 178,203 | $720.12万 | 0.07% | -178,141 | 减仓 |
| EVERGREEN CAPITAL MANAGEMENT LLC | 156,845 | $633.81万 | 0.11% | -5,470 | 减仓 |
| IAG Wealth Partners, LLC | 115,710 | $467.58万 | 0.46% | -3,093 | 减仓 |
| STIFEL FINANCIAL CORP | 115,207 | $465.55万 | 0.00% | 12,268 | 加仓 |
| WELLS FARGO & COMPANY/MN | 103,657 | $418.88万 | 0.00% | 53,399 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 101,146 | $408.80万 | 0.00% | 50,194 | 加仓 |
| WESCAP Management Group, Inc. | 98,787 | $399.20万 | 0.75% | 880 | 加仓 |
| JANE STREET GROUP, LLC | 97,775 | $395.11万 | 0.00% | -12,882 | 减仓 |
| TRUIST FINANCIAL CORP | 97,610 | $394.44万 | 0.00% | -2,522 | 减仓 |
| Steward Partners Investment Advisory, LLC | 94,461 | $381.72万 | 0.02% | -43,673 | 减仓 |
| HOWARD FINANCIAL SERVICES, LTD. | 88,991 | $359.61万 | 0.36% | 787 | 加仓 |
| Modern Wealth Management, LLC | 86,176 | $348.24万 | 0.04% | -2,550 | 减仓 |
| Vawter Financial, Ltd. | 83,846 | $338.82万 | 1.28% | -10,540 | 减仓 |
| NewEdge Advisors, LLC | 80,000 | $323.28万 | 0.01% | -263 | 减仓 |
| Trilogy Capital Inc. | 74,625 | $301.56万 | 0.12% | -232 | 减仓 |
| World Investment Advisors | 75,502 | $297.63万 | 0.05% | 0 | 不变 |
| First PREMIER Bank | 71,020 | $287.00万 | 0.46% | 0 | 不变 |
| ENVESTNET ASSET MANAGEMENT INC | 61,174 | $247.21万 | 0.00% | 10,666 | 加仓 |
| OneDigital Investment Advisors LLC | 60,219 | $243.34万 | 0.02% | -1,930 | 减仓 |
| Rockefeller Capital Management L.P. | 51,539 | $208.27万 | 0.00% | -1,825 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 51,262 | $207.15万 | 0.00% | -1,105 | 减仓 |
| FLAGSTAR SECURITIES, INC | 46,867 | $189.39万 | 0.57% | -2,905 | 减仓 |
| Equitable Holdings, Inc. | 43,708 | $176.62万 | 0.01% | -1,455 | 减仓 |
| HRT FINANCIAL LP | 42,931 | $173.40万 | 0.00% | 25,192 | 重新持有 |
| Empirical Asset Management, LLC | 41,112 | $166.13万 | 0.37% | 2,669 | 加仓 |
| CRUX WEALTH ADVISORS | 39,663 | $160.28万 | 0.56% | 145 | 加仓 |
| Apollon Financial, LLC | 38,596 | $155.97万 | 0.18% | -326 | 减仓 |
| COLDSTREAM CAPITAL MANAGEMENT INC | 35,355 | $142.87万 | 0.01% | -426 | 减仓 |
内部人交易（Form 4）
RODM 董事、高管和大股东的最新买卖申报。专业版可看 🔒