SMMD — Ishares Tr 机构持仓 · 2026年Q3
谁持有 Ishares Tr(SMMD)?2026年Q3(报告期截至 2026-09-30)共有 13 家机构在 SEC 13F 申报中报告持有,合计 3,441.70 万美元。前几大持有机构:SigFig Wealth Management, LLC(1,700.00 万美元)、CX Institutional(600.00 万美元)、Congress Asset Management Co(430.00 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | SigFig Wealth Management, LLC | $17.0M | 199,162 | 增持 |
| 2 | CX Institutional | $6.0M | 70,626 | 增持 |
| 3 | CONGRESS ASSET MANAGEMENT CO | $4.3M | 50,072 | 减持 |
| 4 | HF Advisory Group, LLC | $1.6M | 19,102 | 增持 |
| 5 | BOYUM WEALTH ARCHITECTS LLC | $1.3M | 14,709 | 减持 |
| 6 | Farther Finance Advisors, LLC | $1.1M | 12,597 | 减持 |
| 7 | Bill Few Associates, Inc. | $719,480 | 8,413 | 增持 |
| 8 | Wedmont Private Capital | $690,087 | 8,028 | 新建仓 |
| 9 | Vann Equity Management LLC | $607,563 | 7,104 | 增持 |
| 10 | FINANCIAL MANAGEMENT NETWORK INC | $405,760 | 4,684 | 增持 |
| 11 | First Heartland Consultants, Inc. | $299,650 | 3,504 | 增持 |
| 12 | MassMutual Private Wealth & Trust, FSB | $227,056 | 2,655 | 减持 |
| 13 | Trust Co | $127,767 | 1,494 | 新建仓 |
来源:SEC 13F 申报文件 · 截至 2026-09-30