13F 机构持仓

SMLF ISHARES TR

US SML CAP EQT

持有机构数3002026Q2
26Q126Q2
机构合计持股(股)39,228,7262026Q2
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
2026Q230039,228,726$34.95亿 381239112$2.66亿
2026Q126936,276,101$27.44亿 291207513$3.89亿
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q2 买入最多

CHARLES SCHWAB INVESTMENT MANAGEMENT INC加仓$5,886.10万
BANK OF AMERICA CORP /DE/加仓$3,798.44万
Cambridge Investment Research Advisors, Inc.加仓$3,670.09万
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC新建仓$3,523.98万
AMERIPRISE FINANCIAL INC加仓$1,688.78万
OSAIC HOLDINGS, INC.加仓$1,542.03万
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO加仓$1,083.64万
RAYMOND JAMES FINANCIAL INC加仓$851.96万
MORGAN STANLEY加仓$709.10万
WELLS FARGO & COMPANY/MN加仓$701.87万
Cetera Investment Advisers加仓$697.97万
Modern Wealth Management, LLC加仓$669.39万
Redhawk Wealth Advisors, Inc.加仓$577.81万
Annex Advisory Services, LLC加仓$573.31万
HighTower Advisors, LLC加仓$487.05万
MML INVESTORS SERVICES, LLC加仓$485.38万
LPL Financial LLC加仓$433.51万
BlackRock, Inc.加仓$371.46万
Steward Partners Investment Advisory, LLC加仓$336.11万
CARY STREET PARTNERS FINANCIAL LLC加仓$314.63万

2026Q2 卖出最多

Systelligence, LLC清仓-$1,642.47万
Advance Capital Management, Inc.减仓-$617.51万
FMR LLC减仓-$549.35万
Strategic Financial Services, Inc.减仓-$522.88万
Valmark Advisers, Inc.减仓-$479.53万
Financial Management Professionals, Inc.减仓-$430.21万
Thrivent Financial for Lutherans减仓-$382.06万
Mariner, LLC减仓-$362.75万
Addison Advisors LLC减仓-$336.92万
EXCHANGE TRADED CONCEPTS, LLC减仓-$259.02万
Talisman Wealth Advisors LLC清仓-$212.39万
Wealth Enhancement Trust Services, Inc.减仓-$180.05万
Hibernia Wealth Partners, LLC减仓-$100.13万
D.A. DAVIDSON & CO.减仓-$68.85万
Farther Finance Advisors, LLC减仓-$54.26万
Janney Montgomery Scott LLC减仓-$53.56万
Ascentis Independent Advisors清仓-$46.59万
Equitable Holdings, Inc.减仓-$45.63万
SUSQUEHANNA INTERNATIONAL GROUP, LLP减仓-$43.01万
Clearwater Capital Advisors, LLC减仓-$39.83万

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
Strategic Financial Services, Inc.3,777,784$3.37亿14.75%-58,658减仓
CHARLES SCHWAB INVESTMENT MANAGEMENT INC3,244,719$2.89亿0.04%660,321加仓
WELLS FARGO & COMPANY/MN3,047,559$2.72亿0.04%78,738加仓
AMERIPRISE FINANCIAL INC2,175,644$1.94亿0.04%189,242加仓
LPL Financial LLC1,593,475$1.42亿0.03%48,633加仓
Advance Capital Management, Inc.1,476,512$1.32亿4.25%-69,274减仓
BANK OF AMERICA CORP /DE/1,428,258$1.27亿0.01%426,121加仓
Valmark Advisers, Inc.1,280,840$1.14亿1.21%-53,795减仓
Acropolis Investment Management, LLC982,634$8,759.20万3.46%3,589加仓
Cetera Investment Advisers832,049$7,416.88万0.07%78,300加仓
Modern Wealth Management, LLC809,068$7,212.03万0.86%75,094加仓
Cambridge Investment Research Advisors, Inc.789,936$7,041.40万0.08%411,727加仓
FMR LLC720,940$6,426.46万0.00%-61,628减仓
VANTAGEPOINT INVESTMENT ADVISERS LLC667,125$5,946.75万0.44%0不变
HighTower Advisors, LLC645,667$5,755.48万0.06%54,639加仓
Annex Advisory Services, LLC625,277$5,573.72万0.95%64,316加仓
RAYMOND JAMES FINANCIAL INC488,894$4,358.00万0.01%95,576加仓
BlackRock, Inc.481,475$4,291.87万0.00%41,672加仓
Financial Management Professionals, Inc.474,926$4,233.35万4.01%-48,264减仓
Clearwater Capital Advisors, LLC474,741$4,231.84万3.10%-4,468减仓
Cornerstone Planning Group LLC481,038$4,161.94万5.24%9,891加仓
OSAIC HOLDINGS, INC.464,450$4,141.00万0.05%172,952加仓
Ullmann Wealth Partners Group, LLC430,738$3,839.60万3.49%-2,091减仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO413,988$3,690.29万0.02%121,566加仓
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC395,557$3,523.98万0.11%395,557新建仓
Pacific Center for Financial Services378,802$3,376.64万7.53%515加仓
COMMONWEALTH EQUITY SERVICES, LLC357,412$3,185.97万0.04%32,101加仓
Madison Wealth Partners, Inc319,045$2,843.97万3.62%14,111加仓
River Wealth Advisors LLC315,394$2,811.42万2.94%-2,580减仓
MORGAN STANLEY294,229$2,622.77万0.00%79,549加仓
Focus Partners Wealth291,939$2,602.35万0.03%2,050加仓
Fox Financial, Inc281,234$2,506.92万17.46%-2,142减仓
Private Advisor Group, LLC277,468$2,473.35万0.11%2,740加仓
RESTON WEALTH MANAGEMENT LLC264,869$2,361.04万6.36%-1,419减仓
INTEGRITY ALLIANCE, LLC.259,831$2,316.14万0.72%-1,038减仓
UBS Group AG222,938$1,987.27万0.00%12,528加仓
YHB Investment Advisors, Inc.222,217$1,980.85万1.27%32,382加仓
Family Office Research LLC205,028$1,827.62万6.86%-388减仓
MML INVESTORS SERVICES, LLC202,079$1,801.33万0.04%54,451加仓
PEAPACK GLADSTONE FINANCIAL CORP197,730$1,762.60万0.20%19,123加仓
Beacon Pointe Advisors, LLC187,571$1,672.01万0.08%-376减仓
Geneos Wealth Management Inc.180,426$1,608.32万0.33%-108减仓
AssuredPartners Investment Advisors, LLC165,459$1,474.90万1.43%2,275加仓
PTM WEALTH MANAGEMENT, LLC160,957$1,382.95万6.23%9,377加仓
Janney Montgomery Scott LLC154,566$1,377.80万0.03%-6,009减仓
WCG Wealth Advisors LLC152,433$1,358.79万0.32%2,097加仓
AllGen Financial Advisors, Inc.150,295$1,339.73万2.93%-3,417减仓
Stratos Wealth Partners, LTD.150,187$1,338.77万0.13%2,479加仓
EVOLVE PRIVATE WEALTH, LLC148,407$1,322.90万0.81%2,155加仓
MERCER GLOBAL ADVISORS INC /ADV147,559$1,315.34万0.02%-2,192减仓

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