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NORTHERN LTS FD TR III · 13F 机构持仓分析
期权收益计算器 机构排行
N

NORTHERN LTS FD TR III

HYTR
持有机构数
18
机构合计市值 (Q2 2026)
$2.55亿
机构合计股数 (Q2 2026)
1,194.8万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+136.5万股
13 · 2 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-35.0万股
9 · 6 清仓 · ≈
⚖️ 净额
+101.5万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.55亿
持有机构数
18
新买入
2
加仓
11
减仓
3
清仓
6
持股不变
2
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
LPL金融LPL Financial LLC
0.05%0.06%#4$2.38亿1,113.9万股$2.09亿983.8万股+130.1万股+13.23%加仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.04%0.05%#5$419.2万19.6万股$417.5万19.6万股+167股+0.09%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.01%0.02%#7$281.4万13.2万股$282.0万13.2万股-736股-0.56%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#14$265.6万12.4万股$254.6万12.0万股+4,513股+3.77%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#10$185.9万8.7万股$176.0万8.3万股+4,376股+5.29%加仓
Accurate Wealth Management, LLC
0.13%0.13%#1$134.8万6.3万股$106.7万5.0万股+1.3万股+26.52%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#15$98.6万4.6万股$94.3万4.4万股+1,871股+4.22%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#12$93.7万4.4万股$91.5万4.3万股+857股+1.99%加仓
NewEdge顾问NewEdge Advisors, LLC
<0.01%#11$61.2万2.9万股$00股+2.9万股新买入
WEST MICHIGAN ADVISORS, LLC
0.11%0.12%#2$52.7万2.5万股$52.7万2.5万股00.00%持仓不变
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#16$36.4万1.7万股$37.2万1.7万股-395股-2.26%减仓
Atria投资Atria Investments, Inc
<0.01%<0.01%#9$33.5万1.6万股$24.3万1.1万股+4,272股+37.49%加仓
WORLD EQUITY GROUP, INC.
0.06%0.06%#3$26.1万1.2万股$25.0万1.2万股+443股+3.77%加仓
Jacobi Capital Management LLC
0.01%0.01%#8$25.0万1.2万股$24.8万1.2万股+26股+0.22%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#17$9.7万4,559股$281股+4,558股+455,800.00%加仓
Luminist Capital LLC
0.03%0.05%#6$2.5万1,150股$3.7万1,722股-572股-33.22%减仓
全球退休合伙人Global Retirement Partners, LLC
<0.01%#13$1.5万691股$00股+691股新买入
五三银行FIFTH THIRD BANCORP
<0.01%<0.01%#18$1,43167股$1,42667股00.00%持仓不变

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