13FBOX
ADVISORS INNER CIRCLE FD III DEMCRATIC LG ETF · 13F 机构持仓分析
期权收益计算器 机构排行
A

ADVISORS INNER CIRCLE FD III DEMCRATIC LG ETF

DEMZ
持有机构数
27
机构合计市值 (Q2 2026)
$1,692.5万
机构合计股数 (Q2 2026)
35.6万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+11.4万股
12 · 6 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-1.2万股
5 · 2 清仓 · ≈
⚖️ 净额
+10.2万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1,692.5万
持有机构数
27
新买入
6
加仓
6
减仓
3
清仓
2
持股不变
12
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
Envestnet组合解决方案Envestnet Portfolio Solutions, Inc.
0.04%0.02%#5$757.9万15.9万股$420.1万10.5万股+5.4万股+51.91%加仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#14$271.2万5.7万股$228.4万5.7万股00.00%持仓不变
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#15$130.2万2.7万股$11.5万2,860股+2.4万股+853.85%加仓
Reflection Asset Management
0.48%#1$78.4万1.8万股$00股+1.8万股新买入
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#21$71.5万1.5万股$54.2万1.3万股+1,506股+11.17%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#20$67.1万1.4万股$56.8万1.4万股-89股-0.63%减仓
MCF 顾问MCF Advisors LLC
0.02%0.02%#7$51.4万1.1万股$43.3万1.1万股+3股+0.03%加仓
Accordant Advisory Group Inc
0.33%0.26%#2$49.7万1.0万股$41.8万1.0万股00.00%持仓不变
莱尔德·诺顿信托Laird Norton Wetherby Trust Company, LLC
0.01%0.01%#10$38.1万7,990股$32.1万7,990股00.00%持仓不变
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#12$27.5万5,754股$22.7万5,636股+118股+2.09%加仓
平行顾问Parallel Advisors, LLC
<0.01%#13$23.7万4,968股$00股+4,968股新买入
First Heartland Consultants, Inc.
0.01%#8$22.9万4,800股$00股+4,800股新买入
布朗顾问BROWN ADVISORY INC
<0.01%#18$20.6万4,309股$00股+4,309股新买入
AdvisorNet Financial, Inc
0.01%0.01%#9$19.1万4,005股$16.1万4,005股00.00%持仓不变
STEPH & CO
0.04%0.04%#4$17.5万3,672股$14.8万3,672股00.00%持仓不变
Bank of New Hampshire
0.04%0.03%#6$17.3万3,625股$14.6万3,625股00.00%持仓不变
富达投资FMR LLC
<0.01%<0.01%#25$7.2万1,499股$5.6万1,401股+98股+7.00%加仓
Arax顾问Arax Advisory Partners
<0.01%#17$4.9万1,030股$00股+1,030股新买入
Financially Speaking Inc
0.21%0.21%#3$4.3万1,058股$4.3万1,058股00.00%持仓不变
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#24$2.5万533股$2.2万551股-18股-3.27%减仓
Johnson Financial Group, Inc.
<0.01%<0.01%#16$2.1万437股$1.8万437股00.00%持仓不变
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#19$1.9万399股$1.6万399股00.00%持仓不变
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#27$1.7万362股$2.7万647股-285股-44.05%减仓
美国合众银行US BANCORP \DE\
<0.01%<0.01%#23$1.7万361股$1.5万361股00.00%持仓不变
Godfrey Financial Associates, Inc.
0.01%0.01%#11$8,498178股$7,156178股00.00%持仓不变
Allworth金融Allworth Financial LP
<0.01%<0.01%#22$8,410176股$7,082176股00.00%持仓不变
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%#26$3,62876股$00股+76股新买入

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