LODI — ETF Ser Solutions 机构持仓 · 2026年Q2
谁持有 ETF Ser Solutions(LODI)?2026年Q2(报告期截至 2026-06-30)共有 19 家机构在 SEC 13F 申报中报告持有,合计 8,036.55 万美元。前几大持有机构:Sun Life Financial Inc(5,040.00 万美元)、LPL Financial LLC(1,460.00 万美元)、Spartan Wealth Advisory Services LLC(660.00 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | SUN LIFE FINANCIAL INC | $50.4M | 2.0M | 持平 |
| 2 | LPL Financial LLC | $14.6M | 580,532 | 增持 |
| 3 | Spartan Wealth Advisory Services LLC | $6.6M | 261,316 | 增持 |
| 4 | Sanctuary Advisors, LLC | $1.9M | 74,508 | 新建仓 |
| 5 | INDEPENDENT FINANCIAL GROUP, LLC | $1.4M | 54,007 | 增持 |
| 6 | Grantvest Financial Group LLC | $1.2M | 46,627 | 增持 |
| 7 | Waverly Advisors, LLC | $1.0M | 40,900 | 新建仓 |
| 8 | Kestra Advisory Services, LLC | $548,124 | 21,764 | 新建仓 |
| 9 | Private Advisor Group, LLC | $481,856 | 19,133 | 增持 |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $435,866 | 17,307 | 减持 |
| 11 | GUIDANCE CAPITAL, INC | $396,121 | 15,713 | 新建仓 |
| 12 | Cambridge Investment Research Advisors, Inc. | $277,000 | 11,000 | 增持 |
| 13 | World Investment Advisors | $265,395 | 10,492 | 减持 |
| 14 | OSAIC HOLDINGS, INC. | $239,494 | 9,506 | 减持 |
| 15 | Stirlingshire Investments, Inc. | $230,998 | 9,132 | 新建仓 |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $230,420 | 9,149 | 新建仓 |
| 17 | KESTRA PRIVATE WEALTH SERVICES, LLC | $219,012 | 8,696 | 减持 |
| 18 | Advisors Asset Management, Inc. | $28,232 | 1,121 | 增持 |
| 19 | Ameritas Advisory Services, LLC | $0 | 0 | 清仓 |
来源:SEC 13F 申报文件 · 截至 2026-06-30