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MIDCAP FINANCIAL INVSTMNT · 13F 机构持仓分析
期权收益计算器 机构排行

MIDCAP FINANCIAL INVSTMNT

MIDCAP FINANCIAL INVSTMNT COMFIC
持有机构数
170
机构合计市值 (Q2 2026)
$3.24亿
机构合计股数 (Q2 2026)
3,213.0万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+412.2万股
77 · 25 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-461.3万股
95 · 34 清仓 · ≈
⚖️ 净额
-49.0万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3.24亿
持有机构数
170
新买入
25
加仓
52
减仓
61
清仓
34
持股不变
32
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
Thornburg投资管理THORNBURG INVESTMENT MANAGEMENT INC
0.31%0.38%#13$3,263.7万323.8万股$3,639.3万323.8万股00.00%持仓不变
阿波罗管理控股Apollo Management Holdings, L.P.
0.26%0.35%#15$2,367.5万234.9万股$2,640.0万234.9万股+6股+0.00%加仓
范埃克联合公司VAN ECK ASSOCIATES CORP
0.01%0.02%#59$2,121.5万210.5万股$2,035.8万181.1万股+29.3万股+16.20%加仓
索罗斯基金管理SOROS FUND MANAGEMENT LLC
0.24%0.24%#19$1,960.1万194.5万股$2,185.6万194.5万股00.00%持仓不变
瑞银集团UBS Group AG
<0.01%<0.01%#85$1,945.1万193.0万股$2,043.8万181.8万股+11.1万股+6.13%加仓
Next Capital Management LLC
5.17%6.37%#1$1,914.9万190.0万股$2,103.7万187.2万股+2.8万股+1.50%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#116$1,543.1万153.1万股$2,298.3万191.7万股-38.6万股-20.13%减仓
罗素投资集团Russell Investments Group, Ltd.
0.01%0.01%#66$1,150.9万114.2万股$880.3万78.3万股+35.9万股+45.78%加仓
惠灵顿管理集团WELLINGTON MANAGEMENT GROUP LLP
<0.01%#91$1,086.9万107.8万股$00股+107.8万股新买入
景顺Invesco Ltd.
<0.01%<0.01%#114$1,060.8万105.2万股$1,455.1万129.5万股-24.2万股-18.71%减仓
英国法通集团Legal & General Group Plc
<0.01%<0.01%#98$795.5万79.0万股$815.7万72.5万股+6.4万股+8.85%加仓
Muzinich & Co., Inc.
2.56%2.82%#2$750.4万74.4万股$805.3万71.6万股+2.8万股+3.90%加仓
三井住友信托集团Sumitomo Mitsui Trust Group, Inc.
<0.01%<0.01%#82$554.0万55.0万股$617.7万55.0万股00.00%持仓不变
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#99$532.1万52.8万股$682.8万60.7万股-8.0万股-13.11%减仓
CURA WEALTH ADVISORS, LLC
2.21%3.09%#3$516.9万51.3万股$690.0万61.4万股-10.1万股-16.47%减仓
富兰克林资源FRANKLIN RESOURCES INC
<0.01%<0.01%#113$445.1万44.2万股$481.8万42.9万股+1.3万股+3.00%加仓
Beach Point Capital Management LP
1.72%#5$443.9万44.0万股$00股+44.0万股新买入
CONDOR CAPITAL MANAGEMENT
0.33%0.41%#11$435.3万43.2万股$488.1万43.4万股-2,346股-0.54%减仓
CASTLEKEEP INVESTMENT ADVISORS LLC
2.09%2.43%#4$418.0万41.5万股$445.3万39.6万股+1.8万股+4.67%加仓
Janney Montgomery Scott LLC
0.01%#69$396.8万39.4万股$00股+39.4万股新买入
Ethos Financial Group, LLC
0.26%0.33%#17$394.3万39.2万股$449.9万39.4万股-1,784股-0.45%减仓
基础投资顾问FOUNDATIONS INVESTMENT ADVISORS, LLC
0.04%0.06%#41$390.7万38.8万股$487.3万43.4万股-4.6万股-10.59%减仓
贝莱德BlackRock, Inc.
<0.01%<0.01%#157$387.0万38.4万股$453.9万40.4万股-2.0万股-4.93%减仓
D.A. DavidsonD.A. DAVIDSON & CO.
0.02%0.02%#51$377.3万37.4万股$405.5万36.1万股+1.3万股+3.74%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#126$335.0万33.2万股$135.0万12.0万股+21.2万股+176.76%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#125$305.2万30.3万股$335.3万29.8万股+4,485股+1.50%加仓
United Advisor Group, LLC
0.28%0.37%#14$267.0万26.5万股$303.5万27.0万股-5,206股-1.93%减仓
顾问资产管理Advisors Asset Management, Inc.
0.04%0.05%#42$247.7万24.6万股$286.9万25.5万股-9,590股-3.76%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#124$238.5万23.7万股$294.2万26.2万股-2.5万股-9.59%减仓
Saba 资本管理Saba Capital Management, L.P.
0.06%#35$216.9万21.5万股$00股+21.5万股新买入
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#129$214.9万21.3万股$241.5万21.5万股-1,668股-0.78%减仓
拉扎德资产管理LAZARD ASSET MANAGEMENT LLC
<0.01%<0.01%#83$208.9万20.7万股$92.2万8.2万股+12.5万股+152.63%加仓
Naviter Wealth, LLC
0.17%0.28%#24$188.8万18.7万股$222.0万19.7万股-1.0万股-5.15%减仓
纽伯格伯曼集团Neuberger Berman Group LLC
<0.01%<0.01%#103$188.2万18.7万股$229.5万20.4万股-1.7万股-8.56%减仓
Cerity合伙人Cerity Partners LLC
<0.01%<0.01%#93$152.8万15.2万股$82.8万7.4万股+7.8万股+105.73%加仓
Two Sigma投资TWO SIGMA INVESTMENTS, LP
<0.01%<0.01%#108$147.3万14.6万股$279.3万24.9万股-10.2万股-41.19%减仓
Almitas Capital LLC
0.33%0.36%#10$141.6万14.0万股$157.9万14.0万股00.00%持仓不变
Crawford Fund Management, LLC
0.21%0.4%#21$136.1万13.5万股$207.9万18.5万股-5.0万股-27.03%减仓
J.W.科尔顾问J.W. COLE ADVISORS, INC.
0.02%0.05%#48$134.4万13.3万股$149.1万13.3万股+690股+0.52%加仓
SHARPEPOINT LLC
0.67%0.83%#6$133.1万13.2万股$139.6万12.4万股+7,852股+6.32%加仓
DNB资产管理DnB Asset Management AS
<0.01%0.01%#81$128.1万12.7万股$172.4万15.3万股-2.6万股-17.13%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#152$123.1万12.2万股$144.2万12.8万股-6,173股-4.81%减仓
汇流投资管理CONFLUENCE INVESTMENT MANAGEMENT LLC
0.02%0.02%#53$119.5万11.9万股$131.7万11.7万股+1,369股+1.17%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#100$119.3万11.8万股$147.8万13.1万股-1.3万股-9.98%减仓
CANADA LIFE ASSURANCE Co
<0.01%<0.01%#92$117.0万11.6万股$114.5万10.1万股+1.5万股+14.46%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#133$109.2万10.8万股$77.0万6.8万股+4.0万股+58.20%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#150$104.0万10.3万股$140.9万12.5万股-2.2万股-17.66%减仓
Focus Partners财富Focus Partners Wealth
<0.01%<0.01%#110$102.9万10.2万股$147.0万13.1万股-2.9万股-21.95%减仓
阿卡迪奥斯财富顾问Arkadios Wealth Advisors
0.02%0.02%#57$102.1万10.1万股$113.8万10.1万股+22股+0.02%加仓
Y截距(香港)Y-Intercept (Hong Kong) Ltd
0.02%#52$99.5万9.9万股$00股+9.9万股新买入

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