CMF — Ishares Tr 机构持仓 · 2026年Q3
谁持有 Ishares Tr（CMF）？2026年Q3（报告期截至 2026-09-30）共有 21 家机构在 SEC 13F 申报中报告持有，合计 4,255.48 万美元。前几大持有机构：Wedmont Private Capital（1,310.00 万美元）、Apella Capital, LLC（1,270.00 万美元）、Thryve Wealth Management LLC（530.00 万美元）。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Wedmont Private Capital | $13.1M | 242,626 | 增持 |
| 2 | Apella Capital, LLC | $12.7M | 236,278 | 增持 |
| 3 | THRYVE WEALTH MANAGEMENT LLC | $5.3M | 97,938 | 持平 |
| 4 | Farther Finance Advisors, LLC | $4.7M | 87,718 | 减持 |
| 5 | McNaughton Wealth Management, LLC | $1.4M | 24,969 | 增持 |
| 6 | Vilga Financial Planning LLC | $1.0M | 18,626 | 持平 |
| 7 | Boltwood Capital Management | $807,200 | 14,915 | 增持 |
| 8 | RVW Wealth, LLC | $535,572 | 9,896 | 减持 |
| 9 | Shira Ridge Wealth Management | $463,159 | 8,558 | 减持 |
| 10 | ECLECTIC ASSOCIATES INC /ADV | $420,070 | 7,762 | 增持 |
| 11 | TLWM | $418,239 | 7,728 | 增持 |
| 12 | Emergent Wealth Advisors, LLC | $351,726 | 6,499 | 持平 |
| 13 | Montecito Bank & Trust | $349,074 | 6,450 | 持平 |
| 14 | GoalFusion Wealth Management, LLC | $332,838 | 6,150 | 减持 |
| 15 | Apeiron RIA LLC | $283,289 | 5,220 | 持平 |
| 16 | Williams & Novak, LLC | $277,960 | 5,136 | 减持 |
| 17 | GAMMA Investing LLC | $55,148 | 1,019 | 增持 |
| 18 | Rosenberg Matthew Hamilton | $28,034 | 518 | 持平 |
| 19 | CX Institutional | $0 | 0 | 清仓 |
| 20 | Nautilus Advisors LLC | $0 | 0 | 清仓 |
| 21 | Gerald Baker Financial Group LLC | $0 | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-09-30