WIW WESTERN AST INFL LKD OPP & I
COM
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 | 100 | 23,160,981 | $1.95亿 | 11 | 40 | 18 | 9 | -$186.14万 |
| 2026Q1 | 95 | 23,238,053 | $1.97亿 | 11 | 29 | 28 | 10 | -$617.38万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| GatePass Capital, LLC | 新建仓 | $82.23万 |
| Corient Private Wealth LP | 新建仓 | $72.41万 |
| PFG Investments, LLC | 加仓 | $58.38万 |
| Quantinno Capital Management LP | 新建仓 | $56.12万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $54.01万 |
| PVG ASSET MANAGEMENT CORP | 新建仓 | $46.13万 |
| FIFTH THIRD BANCORP | 新建仓 | $44.43万 |
| FIRST TRUST ADVISORS LP | 加仓 | $26.39万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $22.27万 |
| Summit Financial, LLC | 加仓 | $16.40万 |
| Closed-End Fund Advisors, Inc. | 加仓 | $15.14万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 新建仓 | $12.51万 |
| WOLVERINE ASSET MANAGEMENT LLC | 加仓 | $11.96万 |
| Wakefield Asset Management LLLP | 加仓 | $11.32万 |
| Concorde Asset Management, LLC | 加仓 | $10.83万 |
| Integrity Advisory Solutions, LLC | 新建仓 | $9.61万 |
| TrueMark Investments, LLC | 加仓 | $8.20万 |
| RIVERBRIDGE PARTNERS LLC | 加仓 | $7.82万 |
| PenderFund Capital Management Ltd. | 加仓 | $6.60万 |
| Dynamic Advisor Solutions LLC | 加仓 | $5.70万 |
2026Q1 卖出最多
| Private Advisor Group, LLC | 减仓 | -$316.38万 |
| Saba Capital Management, L.P. | 减仓 | -$240.26万 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 清仓 | -$205.22万 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 减仓 | -$140.03万 |
| LPL Financial LLC | 减仓 | -$57.71万 |
| SIT INVESTMENT ASSOCIATES INC | 清仓 | -$43.40万 |
| GUGGENHEIM CAPITAL LLC | 减仓 | -$35.39万 |
| MORGAN STANLEY | 减仓 | -$24.89万 |
| UBS Group AG | 减仓 | -$22.50万 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 清仓 | -$18.50万 |
| ROYAL BANK OF CANADA | 减仓 | -$15.53万 |
| Fiera Capital Corp | 减仓 | -$13.26万 |
| ROBERTS GLORE & CO INC /IL/ | 减仓 | -$12.44万 |
| Janney Montgomery Scott LLC | 减仓 | -$9.97万 |
| TWO SIGMA SECURITIES, LLC | 清仓 | -$9.33万 |
| Invesco Ltd. | 减仓 | -$7.64万 |
| Kestra Advisory Services, LLC | 清仓 | -$6.38万 |
| CITADEL ADVISORS LLC | 减仓 | -$6.36万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 清仓 | -$5.62万 |
| Turim 21 Investimentos Ltda. | 清仓 | -$4.32万 |
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | 7,208,667 | $6,098.53万 | 0.00% | -29,422 | 减仓 |
| WELLS FARGO & COMPANY/MN | 1,412,848 | $1,195.27万 | 0.00% | -4,087 | 减仓 |
| 1607 Capital Partners, LLC | 1,192,990 | $1,009.27万 | 0.73% | 0 | 不变 |
| Allspring Global Investments Holdings, LLC | 1,075,268 | $909.68万 | 0.02% | 0 | 不变 |
| PenderFund Capital Management Ltd. | 1,023,197 | $865.62万 | 1.36% | 7,800 | 加仓 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 963,439 | $815.07万 | 0.41% | -165,515 | 减仓 |
| Invesco Ltd. | 920,699 | $778.91万 | 0.00% | -9,028 | 减仓 |
| GUGGENHEIM CAPITAL LLC | 870,715 | $736.62万 | 0.06% | -41,828 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 777,957 | $658.15万 | 0.00% | 26,325 | 加仓 |
| LPL Financial LLC | 670,242 | $567.02万 | 0.00% | -68,213 | 减仓 |
| Private Advisor Group, LLC | 600,354 | $507.90万 | 0.02% | -373,974 | 减仓 |
| Baird Financial Group, Inc. | 556,785 | $471.04万 | 0.01% | 517 | 加仓 |
| HighTower Advisors, LLC | 490,058 | $414.59万 | 0.00% | -1,493 | 减仓 |
| CAPSTONE INVESTMENT ADVISORS, LLC | 462,748 | $391.48万 | 0.01% | 0 | 不变 |
| FIRST TRUST ADVISORS LP | 353,195 | $298.80万 | 0.00% | 31,198 | 加仓 |
| OSAIC HOLDINGS, INC. | 282,562 | $239.05万 | 0.00% | -3,590 | 减仓 |
| STIFEL FINANCIAL CORP | 265,508 | $224.62万 | 0.00% | -2,128 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 251,868 | $213.08万 | 0.00% | 63,836 | 加仓 |
| RIVERBRIDGE PARTNERS LLC | 244,874 | $207.16万 | 0.05% | 9,244 | 加仓 |
| Matisse Capital | 230,000 | $194.58万 | 0.83% | 0 | 不变 |
| Atala Financial Inc | 192,584 | $163.10万 | 1.10% | 5,000 | 加仓 |
| TrueMark Investments, LLC | 190,656 | $161.29万 | 0.31% | 9,696 | 加仓 |
| Ionic Capital Management LLC | 170,464 | $144.21万 | 0.11% | 0 | 不变 |
| NWF Advisory Services Inc. | 156,450 | $132.36万 | 0.15% | 4,800 | 加仓 |
| Closed-End Fund Advisors, Inc. | 156,351 | $132.27万 | 1.35% | 17,900 | 加仓 |
| Summit Financial, LLC | 140,832 | $119.14万 | 0.02% | 19,388 | 加仓 |
| Saba Capital Management, L.P. | 140,585 | $118.93万 | 0.03% | -283,992 | 减仓 |
| ROBERTS GLORE & CO INC /IL/ | 123,251 | $104.27万 | 0.29% | -14,703 | 减仓 |
| Wakefield Asset Management LLLP | 118,814 | $100.52万 | 0.27% | 13,386 | 加仓 |
| Dynamic Advisor Solutions LLC | 108,361 | $91.67万 | 0.03% | 6,737 | 加仓 |
| Cutler Capital Management, LLC | 106,092 | $89.75万 | 0.24% | 2,200 | 加仓 |
| GRACE & WHITE INC /NY | 97,961 | $82.88万 | 0.15% | 0 | 不变 |
| GatePass Capital, LLC | 97,200 | $82.23万 | 0.38% | 97,200 | 新建仓 |
| Janney Montgomery Scott LLC | 95,163 | $80.50万 | 0.00% | -11,782 | 减仓 |
| OPPENHEIMER & CO INC | 85,800 | $72.59万 | 0.01% | 2,200 | 加仓 |
| Corient Private Wealth LP | 85,587 | $72.41万 | 0.00% | 85,587 | 新建仓 |
| PFG Investments, LLC | 84,342 | $71.35万 | 0.03% | 69,003 | 加仓 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | 83,413 | $70.57万 | 0.08% | 0 | 不变 |
| HBW ADVISORY SERVICES LLC | 72,553 | $61.38万 | 0.06% | 435 | 加仓 |
| ROBINSON CAPITAL MANAGEMENT, LLC | 68,910 | $58.99万 | 0.25% | 0 | 不变 |
| Cetera Investment Advisers | 68,447 | $57.91万 | 0.00% | -3,223 | 减仓 |
| Concorde Asset Management, LLC | 68,050 | $57.57万 | 0.28% | 12,800 | 加仓 |
| ROYAL BANK OF CANADA | 68,025 | $57.50万 | 0.00% | -18,375 | 减仓 |
| Quantinno Capital Management LP | 66,332 | $56.12万 | 0.00% | 66,332 | 新建仓 |
| UBS Group AG | 65,420 | $55.35万 | 0.00% | -26,597 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 56,638 | $47.92万 | 0.00% | 520 | 加仓 |
| PVG ASSET MANAGEMENT CORP | 54,458 | $46.13万 | 0.27% | 54,458 | 新建仓 |
| FIFTH THIRD BANCORP | 52,519 | $44.43万 | 0.00% | 52,519 | 新建仓 |
| JANE STREET GROUP, LLC | 50,470 | $42.70万 | 0.00% | 1,149 | 加仓 |
| WOLVERINE ASSET MANAGEMENT LLC | 42,123 | $35.64万 | 0.00% | 14,132 | 加仓 |
内部人交易（Form 4）
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