13F 机构持仓

SUB ISHARES TR

SHRT NAT MUN ETF

持有机构数9142026Q2
26Q126Q2
机构合计持股(股)90,865,0002026Q2
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
2026Q291490,865,000$96.73亿 5838628048$3.23亿
2026Q189288,281,729$94.03亿 6339325929$5.13亿
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

BANK OF AMERICA CORP /DE/加仓$2.35亿
UBS Group AG加仓$1.85亿
MERCER GLOBAL ADVISORS INC /ADV加仓$7,533.18万
Bear Mountain Capital, Inc.新建仓$2,764.12万
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC加仓$2,758.82万
MORGAN STANLEY加仓$2,585.85万
FIFTH THIRD BANCORP加仓$2,436.51万
ENVESTNET ASSET MANAGEMENT INC加仓$1,777.55万
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO加仓$1,642.12万
Glenview Trust Co加仓$1,411.09万
RAYMOND JAMES FINANCIAL INC加仓$1,198.36万
Creative Planning加仓$973.55万
WELLS FARGO & COMPANY/MN加仓$954.61万
Merit Financial Group, LLC加仓$884.25万
NICOLET BANKSHARES INC新建仓$824.79万
JONES FINANCIAL COMPANIES LLLP加仓$820.47万
CHOREO, LLC加仓$778.45万
Cetera Investment Advisers加仓$716.33万
PARTNERS CAPITAL INVESTMENT GROUP, LLP加仓$671.79万
SEI INVESTMENTS CO加仓$663.53万

2026Q1 卖出最多

TIAA TRUST, NATIONAL ASSOCIATION减仓-$1.29亿
ALLSTATE CORP减仓-$5,326.70万
John A. Wolfe & Associates, Inc.清仓-$5,195.05万
Bank of New York Mellon Corp减仓-$2,277.32万
SUSQUEHANNA INTERNATIONAL GROUP, LLP重新持有-$1,918.91万
Composition Wealth, LLC减仓-$1,519.71万
Corient Private Wealth LP减仓-$962.80万
Pasadena Private Wealth, LLC减仓-$881.69万
BIP Wealth, LLC减仓-$876.89万
HighTower Advisors, LLC减仓-$805.93万
COMMONWEALTH EQUITY SERVICES, LLC减仓-$793.23万
Crestwood Advisors Group, LLC减仓-$786.97万
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC减仓-$697.40万
US BANCORP \DE\减仓-$571.27万
OSAIC HOLDINGS, INC.减仓-$554.20万
CITADEL ADVISORS LLC减仓-$448.49万
JPMORGAN CHASE & CO减仓-$394.81万
Integrated Advisors Network LLC减仓-$380.00万
BANK OF MONTREAL /CAN/减仓-$317.83万
FIRST COMMUNITY TRUST NA减仓-$302.69万

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
BANK OF AMERICA CORP /DE/10,534,007$11.22亿0.08%2,207,656加仓
MERCER GLOBAL ADVISORS INC /ADV9,196,615$9.79亿1.45%707,341加仓
MORGAN STANLEY5,916,664$6.30亿0.04%242,803加仓
Bank of New York Mellon Corp4,932,802$5.25亿0.10%-213,833减仓
UBS Group AG2,914,733$3.10亿0.05%1,735,648加仓
Creative Planning2,904,852$3.09亿0.21%91,413加仓
SEI INVESTMENTS CO2,860,129$3.05亿0.28%62,303加仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,542,535$1.64亿0.10%154,190加仓
CITIGROUP INC1,453,960$1.55亿0.07%61,202加仓
CAPTRUST FINANCIAL ADVISORS1,296,728$1.38亿0.24%44,293加仓
FRANKLIN RESOURCES INC1,281,043$1.36亿0.03%10,964加仓
AMERIPRISE FINANCIAL INC1,048,462$1.12亿0.03%22,358加仓
ALLSTATE CORP1,047,584$1.12亿1.19%-500,160减仓
LPL Financial LLC1,037,196$1.10亿0.03%3,734加仓
Mariner, LLC883,807$9,412.55万0.11%9,896加仓
ENVESTNET ASSET MANAGEMENT INC861,391$9,173.81万0.02%166,906加仓
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC817,913$8,710.77万0.33%——
Robinhood Asset Management, LLC755,267$8,043.59万5.83%-12,368减仓
Salomon & Ludwin, LLC711,088$7,630.72万6.81%47,826加仓
NISA INVESTMENT ADVISORS, LLC679,490$7,236.57万0.27%4,675加仓
RAYMOND JAMES FINANCIAL INC634,187$6,754.09万0.02%112,522加仓
BANK OF MONTREAL /CAN/632,784$6,739.15万0.03%-29,843减仓
JPMORGAN CHASE & CO603,574$6,425.65万0.00%-37,085减仓
Focus Partners Wealth593,545$6,397.09万0.07%45,926加仓
Allworth Financial LP596,499$6,352.71万0.26%-4,236减仓
ROYAL BANK OF CANADA587,359$6,255.40万0.01%46,381加仓
Heritage Investment Group, Inc.541,010$5,761.75万8.72%16,792加仓
COMMONWEALTH EQUITY SERVICES, LLC540,109$5,752.16万0.08%-74,482减仓
Cerity Partners LLC518,240$5,519.25万0.08%41,150加仓
US BANCORP \DE\476,766$5,077.56万0.06%-53,640减仓
Truepoint, Inc.448,765$4,779.34万1.07%23,082加仓
WELLS FARGO & COMPANY/MN443,715$4,725.56万0.01%89,635加仓
Crestwood Advisors Group, LLC434,108$4,623.25万0.78%-73,894减仓
HighTower Advisors, LLC421,239$4,486.34万0.05%-75,672减仓
Apella Capital, LLC418,476$4,465.56万0.66%7,417加仓
WIT, LLC418,588$4,457.96万0.84%0不变
GOLDMAN SACHS GROUP INC404,443$4,307.32万0.00%-21,887减仓
TIAA Wealth Investment Management LLC387,522$4,127.10万0.32%——
Beacon Pointe Advisors, LLC385,215$4,102.54万0.22%40,376加仓
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC372,808$3,970.41万0.01%259,044加仓
Orion Porfolio Solutions, LLC366,914$3,907.64万0.33%17,269加仓
DGS Capital Management, LLC330,165$3,516.25万5.77%-7,053减仓
Cetera Investment Advisers327,556$3,488.47万0.04%67,261加仓
Rockefeller Capital Management L.P.308,233$3,282.69万0.06%15,284加仓
STIFEL FINANCIAL CORP298,813$3,182.40万0.03%-16,829减仓
RMR Wealth Builders294,637$3,137.88万2.47%6,599加仓
Willis Johnson & Associates, Inc.283,043$3,014.40万1.76%-4,768减仓
Gross & Hartman Investments LLC276,655$2,946.38万15.32%857加仓
Modera Wealth Management, LLC275,400$2,933.01万0.35%22,778加仓
RITHOLTZ WEALTH MANAGEMENT271,256$2,888.88万0.50%9,826加仓

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