CLSM — Exchange Listed Fds Tr 机构持仓 · 2026年Q2
谁持有 Exchange Listed Fds Tr(CLSM)?2026年Q2(报告期截至 2026-06-30)共有 17 家机构在 SEC 13F 申报中报告持有,合计 7,158.69 万美元。前几大持有机构:Foundations Investment Advisors, LLC(6,090.00 万美元)、GeoWealth Management, LLC(390.00 万美元)、Signal Advisors Wealth, LLC(270.00 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Foundations Investment Advisors, LLC | $60.9M | 2.2M | 减持 |
| 2 | GeoWealth Management, LLC | $3.9M | 142,393 | 减持 |
| 3 | Signal Advisors Wealth, LLC | $2.7M | 98,097 | 增持 |
| 4 | AE Wealth Management LLC | $970,228 | 35,216 | 增持 |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $905,798 | 32,877 | 增持 |
| 6 | Aegis Wealth Management, Inc. | $825,416 | 29,959 | 减持 |
| 7 | Mutual Advisors, LLC | $448,504 | 16,279 | 增持 |
| 8 | Triad Wealth Partners, LLC | $401,350 | 15,051 | 减持 |
| 9 | ASSETMARK, INC | $155,520 | 5,645 | 增持 |
| 10 | Continuum Advisory, LLC | $139,133 | 5,050 | 新建仓 |
| 11 | OSAIC HOLDINGS, INC. | $64,079 | 2,326 | 持平 |
| 12 | HARBOUR INVESTMENTS, INC. | $58,105 | 2,109 | 增持 |
| 13 | JPMORGAN CHASE & CO | $47,554 | 1,745 | 新建仓 |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6,392 | 232 | 持平 |
| 15 | Beacon Capital Management, Inc. | $20 | 1 | 持平 |
| 16 | GTS SECURITIES LLC | $0 | 0 | 清仓 |
| 17 | Corient Private Wealth LLC | $0 | 0 | 清仓 |
来源:SEC 13F 申报文件 · 截至 2026-06-30