EFV — Ishares Tr 机构持仓 · 2026年Q3

Name: 谁持有 EFV？73 家机构、3.9 亿美元（2026年Q3）
Creator: ko.io

谁持有 Ishares Tr（EFV）？2026年Q3（报告期截至 2026-09-30）共有 73 家机构在 SEC 13F 申报中报告持有，合计 3.89 亿美元。前几大持有机构：Hamilton Capital, LLC（1.88 亿美元）、Waller Financial Planning Group, Inc（4,350.00 万美元）、Farther Finance Advisors, LLC（2,610.00 万美元）。

排名	机构	市值	股数	变动
1	Hamilton Capital, LLC	$188.4M	2.4M	增持
2	WALLER FINANCIAL PLANNING GROUP, INC	$43.5M	549,236	增持
3	Farther Finance Advisors, LLC	$26.1M	329,452	减持
4	INTEGRATED CAPITAL MANAGEMENT, INC.	$22.0M	278,334	增持
5	RTD Financial Advisors, Inc.	$12.4M	156,174	减持
6	Central Pacific Bank - Trust Division	$11.9M	150,427	增持
7	Apella Capital, LLC	$8.8M	113,348	减持
8	Montecito Bank & Trust	$7.6M	96,467	减持
9	CoreCap Advisors, LLC	$7.0M	88,680	减持
10	ROCKLAND TRUST CO	$5.9M	73,988	减持
11	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	$4.7M	59,940	减持
12	COLLECTIVE FAMILY OFFICE LLC	$4.5M	56,937	增持
13	McNaughton Wealth Management, LLC	$4.5M	56,605	增持
14	Retirement Wealth Solutions LLC	$4.4M	55,643	增持
15	Apeiron RIA LLC	$4.4M	56,354	减持
16	SigFig Wealth Management, LLC	$3.4M	42,505	减持
17	CogentBlue Wealth Advisors, LLC	$2.4M	30,912	减持
18	Breakwater Capital Group	$2.4M	29,905	减持
19	Asempa Wealth Advisors	$2.3M	29,401	减持
20	CLUNE & ASSOCIATES, LTD.	$2.1M	25,960	增持
21	Avidian Wealth Enterprises, LLC	$1.6M	20,763	减持
22	Balefire, LLC	$1.5M	19,454	增持
23	First Citizens Financial Corp	$1.5M	19,107	减持
24	Hardin Capital Partners, LLC	$1.2M	14,741	增持
25	First Heartland Consultants, Inc.	$1.1M	14,507	减持

来源：SEC 13F 申报文件 · 截至 2026-09-30