13FBOX
BANK MONTREAL MEDIUM · 13F 机构持仓分析
期权收益计算器 机构排行
B

BANK MONTREAL MEDIUM

FNGS
持有机构数
39
机构合计市值 (Q2 2026)
$7,416.7万
机构合计股数 (Q2 2026)
101.4万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+14.9万股
19 · 7 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-31.3万股
19 · 6 清仓 · ≈
⚖️ 净额
-16.4万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$7,416.7万
持有机构数
39
新买入
7
加仓
12
减仓
13
清仓
6
持股不变
7
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
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.02%0.02%#11$1,505.8万19.9万股$1,116.1万18.3万股+1.6万股+8.90%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.02%0.02%#12$1,320.5万18.2万股$1,156.9万19.4万股-1.2万股-6.26%减仓
Capital Investment Advisory Services, LLC
0.34%0.33%#3$545.9万7.5万股$446.4万7.5万股+323股+0.43%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#26$429.8万5.9万股$298.4万5.0万股+9,167股+18.31%加仓
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.07%#6$382.7万5.3万股$00股+5.3万股新买入
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#27$319.7万4.4万股$456.6万7.7万股-3.3万股-42.49%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#24$299.5万4.1万股$167.9万2.8万股+1.3万股+46.56%加仓
HRT金融HRT FINANCIAL LP
0.01%0.01%#14$298.7万4.1万股$498.8万8.4万股-4.3万股-50.82%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%<0.01%#13$294.6万4.1万股$141.8万2.4万股+1.7万股+70.59%加仓
GTS SECURITIES LLC
0.06%0.08%#8$266.4万3.7万股$232.4万3.9万股-2,287股-5.87%减仓
FLOW TRADERS U.S. LLC
0.08%0.05%#5$206.1万2.8万股$157.2万2.6万股+2,024股+7.68%加仓
HBW ADVISORY SERVICES LLC
0.17%0.16%#4$185.9万2.6万股$148.7万2.5万股+658股+2.64%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#19$179.5万2.5万股$146.1万2.5万股+224股+0.91%加仓
Ethos Capital Management, Inc.
1.16%1.58%#1$162.6万2.2万股$183.8万3.1万股-8,427股-27.33%减仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
<0.01%#22$152.4万2.1万股$00股+2.1万股新买入
Snowden Capital 顾问Snowden Capital Advisors LLC
0.03%0.03%#9$132.2万1.8万股$104.0万1.7万股+759股+4.35%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#28$99.1万1.4万股$81.5万1.4万股-16股-0.12%减仓
VestGen 顾问VestGen Advisors, LLC
0.03%0.03%#10$97.8万1.3万股$103.9万1.4万股-582股-4.14%减仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#17$90.3万1.2万股$82.8万1.4万股-1,451股-10.44%减仓
Belvedere交易Belvedere Trading LLC
<0.01%#23$80.9万1.1万股$00股+1.1万股新买入
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#31$72.8万1.0万股$70.6万1.2万股-1,803股-15.23%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#33$71.3万9,822股$54.0万9,057股+765股+8.45%加仓
MarinerMariner, LLC
<0.01%0.01%#25$56.3万7,757股$1,080.8万18.1万股-17.4万股-95.72%减仓
RHODES INVESTMENT ADVISORS INC /ADV
0.37%0.34%#2$50.3万6,926股$39.8万6,676股+250股+3.74%加仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#29$25.5万3,517股$21.0万3,517股00.00%持仓不变
布斯湾基金管理BOOTHBAY FUND MANAGEMENT, LLC
<0.01%<0.01%#16$24.7万3,400股$27.4万4,600股-1,200股-26.09%减仓
Bawa N Mallick Trust
0.07%#7$21.8万3,000股$00股+3,000股新买入
IFP顾问IFP Advisors, Inc
<0.01%<0.01%#15$19.6万2,702股$16.3万2,735股-33股-1.21%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#36$11.6万1,599股$8.0万1,350股+249股+18.44%加仓
加拿大国家银行NATIONAL BANK OF CANADA /FI/
<0.01%<0.01%#35$4.5万619股$3.7万619股00.00%持仓不变
Allworth金融Allworth Financial LP
<0.01%<0.01%#32$1.5万213股$1.3万213股00.00%持仓不变
Institute for Wealth Management, LLC.
<0.01%#20$1.5万200股$00股+200股新买入
Glen Eagle Advisors, LLC
<0.01%<0.01%#18$1.5万200股$1.2万200股00.00%持仓不变
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#30$1.4万192股$1.2万192股00.00%持仓不变
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#38$7,258100股$19.6万2,802股-2,702股-96.43%减仓
Arax顾问Arax Advisory Partners
<0.01%#34$7,258100股$00股+100股新买入
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%#37$4,27060股$00股+60股新买入
Cypress Capital Management LLC (WY)
<0.01%<0.01%#21$1,52421股$1,25221股00.00%持仓不变
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#39$1,01614股$83514股00.00%持仓不变

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