13F 机构持仓

SVAL ISHARES TR

US SML CP VALUE

持有机构数452026Q2
26Q126Q2
机构合计持股(股)3,455,8462026Q2
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
2026Q2453,455,846$1.44亿 81092$70.53万
2026Q1363,400,604$1.22亿 7982$1,777.52万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

MONEY CONCEPTS CAPITAL CORP重新持有$1,632.93万
Apeiron RIA LLC新建仓$108.21万
BANK OF AMERICA CORP /DE/加仓$106.16万
TWO SIGMA INVESTMENTS, LP重新持有$98.47万
LPL Financial LLC加仓$69.87万
OpenArc Corporate Advisory, LLC新建仓$40.26万
JANE STREET GROUP, LLC新建仓$30.99万
Prepared Retirement Institute LLC加仓$24.94万
NovaPoint Capital, LLC加仓$4.22万
COMMONWEALTH EQUITY SERVICES, LLC加仓$1.86万
1 NORTH WEALTH SERVICES LLC新建仓$1.26万
Mariner, LLC加仓$1.03万
FMR LLC新建仓$1.02万
Sanctuary Advisors, LLC加仓$3,055
Chicago Partners Investment Group LLC加仓$893
Arax Advisory Partners新建仓$360
Dynamic Financial Group加仓$108
PNC Financial Services Group, Inc.新建仓$72

2026Q1 卖出最多

RAYMOND JAMES FINANCIAL INC减仓-$197.00万
Orion Porfolio Solutions, LLC清仓-$37.31万
CITADEL ADVISORS LLC重新持有-$35.29万
GOLDMAN SACHS GROUP INC清仓-$30.73万
ROYAL BANK OF CANADA减仓-$27.75万
MORGAN STANLEY减仓-$7.26万
TOCQUEVILLE ASSET MANAGEMENT L.P.减仓-$6.11万
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC减仓-$1.46万
Well Done, LLC减仓-$6,469
Crews Bank & Trust减仓-$4,851
CREATIVE FINANCIAL DESIGNS INC /ADV减仓-$1,186

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
MONEY CONCEPTS CAPITAL CORP2,753,087$9,893.88万5.47%454,383重新持有
BANK OF AMERICA CORP /DE/158,826$570.77万0.00%29,540加仓
TOCQUEVILLE ASSET MANAGEMENT L.P.131,534$472.70万0.07%-1,700减仓
LPL Financial LLC58,200$209.15万0.00%19,443加仓
Prepared Retirement Institute LLC43,165$155.13万0.77%6,940加仓
TWO SIGMA INVESTMENTS, LP36,300$130.45万0.00%27,400重新持有
Mariner, LLC32,962$118.46万0.00%286加仓
Apeiron RIA LLC30,110$108.21万0.25%30,110新建仓
CITADEL ADVISORS LLC27,741$99.69万0.00%-9,819重新持有
Well Done, LLC17,700$63.61万0.09%-180减仓
ROYAL BANK OF CANADA16,930$60.80万0.00%-7,728减仓
NovaPoint Capital, LLC16,571$59.55万0.15%1,174加仓
RAYMOND JAMES FINANCIAL INC12,408$44.59万0.00%-54,819减仓
OpenArc Corporate Advisory, LLC11,204$40.26万0.01%11,204新建仓
COMMONWEALTH EQUITY SERVICES, LLC10,013$35.99万0.00%518加仓
JANE STREET GROUP, LLC8,624$30.99万0.00%8,624新建仓
Chicago Partners Investment Group LLC7,172$27.84万0.01%23加仓
Sanctuary Advisors, LLC6,920$24.87万0.00%85加仓
Dynamic Financial Group6,005$21.58万0.18%3加仓
MORGAN STANLEY5,845$21.01万0.00%-2,019减仓
TD Waterhouse Canada Inc.1,820$6.59万0.00%0不变
US BANCORP \DE\1,778$6.39万0.00%0不变
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC1,309$4.75万0.00%-402减仓
Westside Investment Management, Inc.1,300$4.67万0.01%0不变
OSAIC HOLDINGS, INC.1,223$4.40万0.00%0不变
Crews Bank & Trust570$2.05万0.00%-135减仓
1 NORTH WEALTH SERVICES LLC350$1.26万0.00%350新建仓
NATIONAL BANK OF CANADA /FI/310$1.11万0.00%0不变
FMR LLC284$1.02万0.00%284新建仓
Winch Advisory Services, LLC167$6,0170.00%0不变
CREATIVE FINANCIAL DESIGNS INC /ADV63$2,2640.00%-33减仓
NewEdge Advisors, LLC53$1,9050.00%0不变
AE Wealth Management LLC47$1,6890.00%0不变
Arax Advisory Partners10$3600.00%10新建仓
PNC Financial Services Group, Inc.2$720.00%2新建仓
WELLS FARGO & COMPANY/MN1$320.00%0重新持有

内部人交易(Form 4)

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