DBMF — Im Global Partner Funds 机构持仓 · 2026年Q3
谁持有 Im Global Partner Funds(DBMF)?2026年Q3(报告期截至 2026-09-30)共有 17 家机构在 SEC 13F 申报中报告持有,合计 9,764.77 万美元。前几大持有机构:Farther Finance Advisors, LLC(3,200.00 万美元)、Rockland Trust Co(2,480.00 万美元)、Deane Retirement Strategies, Inc.(1,010.00 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Farther Finance Advisors, LLC | $32.0M | 983,562 | 增持 |
| 2 | ROCKLAND TRUST CO | $24.8M | 762,695 | 增持 |
| 3 | Deane Retirement Strategies, Inc. | $10.1M | 311,207 | 新建仓 |
| 4 | CoreCap Advisors, LLC | $6.5M | 199,895 | 增持 |
| 5 | Longview Financial Advisors, Inc. | $6.0M | 185,569 | 增持 |
| 6 | MKD WEALTH COACHES, LLC | $3.3M | 102,663 | 增持 |
| 7 | Cooper Financial Group | $3.2M | 99,685 | 新建仓 |
| 8 | Stonebridge Financial Group, LLC | $2.3M | 72,003 | 增持 |
| 9 | Worth Asset Management, LLC | $2.2M | 67,102 | 增持 |
| 10 | Galvin, Gaustad & Stein, LLC | $2.0M | 62,802 | 新建仓 |
| 11 | Whalen Wealth Management Inc. | $1.7M | 52,537 | 新建仓 |
| 12 | CONGRESS ASSET MANAGEMENT CO | $1.6M | 48,151 | 减持 |
| 13 | City Center Advisors, LLC | $1.2M | 37,667 | 增持 |
| 14 | Tactive Advisors, LLC | $313,205 | 9,628 | 新建仓 |
| 15 | Elm3 Financial Group, LLC | $216,262 | 6,648 | 新建仓 |
| 16 | EASTERN BANK | $0 | 0 | 清仓 |
| 17 | ELEVATION WEALTH PARTNERS, LLC | $0 | 0 | 清仓 |
来源:SEC 13F 申报文件 · 截至 2026-09-30