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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
1Foundations Investment Advisors, LLC$60.9M2.2M减持
2GeoWealth Management, LLC$3.9M142,393减持
3Signal Advisors Wealth, LLC$2.7M98,097增持
4AE Wealth Management LLC$970,22835,216增持
5SUSQUEHANNA INTERNATIONAL GROUP, LLP$905,79832,877增持
6Aegis Wealth Management, Inc.$825,41629,959减持
7Mutual Advisors, LLC$448,50416,279增持
8Triad Wealth Partners, LLC$401,35015,051减持
9ASSETMARK, INC$155,5205,645增持
10Continuum Advisory, LLC$139,1335,050新建仓
11OSAIC HOLDINGS, INC.$64,0792,326持平
12HARBOUR INVESTMENTS, INC.$58,1052,109增持
13JPMORGAN CHASE & CO$47,5541,745新建仓
14NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$6,392232持平
15Beacon Capital Management, Inc.$201持平
16GTS SECURITIES LLC$00清仓
17Corient Private Wealth LLC$00清仓

来源:SEC 13F 申报文件 · 截至 2026-06-30