DSI — Ishares Tr 机构持仓 · 2026年Q3

Name: 谁持有 DSI？30 家机构、3,566 万美元（2026年Q3）
Creator: ko.io

谁持有 Ishares Tr（DSI）？2026年Q3（报告期截至 2026-09-30）共有 30 家机构在 SEC 13F 申报中报告持有，合计 3,565.82 万美元。前几大持有机构：Gradient Investments LLC（680.00 万美元）、Sapient Capital LLC（340.00 万美元）、Farther Finance Advisors, LLC（290.00 万美元）。

排名	机构	市值	股数	变动
1	Gradient Investments LLC	$6.8M	46,505	增持
2	SAPIENT CAPITAL LLC	$3.4M	23,380	持平
3	Farther Finance Advisors, LLC	$2.9M	20,087	增持
4	SigFig Wealth Management, LLC	$2.5M	17,365	减持
5	Bangor Savings Bank	$2.4M	16,243	持平
6	WoodTrust Financial Corp	$2.3M	15,533	增持
7	CX Institutional	$2.2M	14,951	增持
8	Investors Research Corp	$2.1M	14,679	减持
9	Boston Standard Wealth Management, LLC	$1.7M	11,337	增持
10	Acropolis Investment Management, LLC	$1.1M	7,504	减持
11	CANANDAIGUA NATIONAL BANK & TRUST CO	$915,818	6,265	增持
12	ZEVENBERGEN CAPITAL INVESTMENTS LLC	$888,044	6,075	持平
13	Prism Advisors, Inc.	$767,473	5,172	减持
14	Montecito Bank & Trust	$745,226	5,098	持平
15	CoreCap Advisors, LLC	$694,749	4,752	减持
16	LWM ADVISORS INC	$636,175	4,352	持平
17	KFA Private Wealth Group, LLC	$568,920	3,891	减持
18	MassMutual Private Wealth & Trust, FSB	$508,268	3,477	减持
19	MRA Advisory Group	$465,145	3,182	增持
20	New Covenant Trust Company, N.A.	$329,782	2,256	持平
21	Weaver Consulting Group	$315,749	2,160	持平
22	Koenig Investment Advisory, LLC	$300,138	2,053	增持
23	Insight Wealth Strategies, LLC	$290,339	1,986	持平
24	Capital Advisors Wealth Management, LLC	$242,617	1,660	持平
25	Baron Financial Group, LLC	$214,154	1,465	持平

来源：SEC 13F 申报文件 · 截至 2026-09-30