OCTB — ETF Ser Solutions 机构持仓 · 2026年Q2
谁持有 ETF Ser Solutions(OCTB)?2026年Q2(报告期截至 2026-06-30)共有 12 家机构在 SEC 13F 申报中报告持有,合计 4,119.39 万美元。前几大持有机构:Kfg Wealth Management, LLC(1,710.00 万美元)、Uniting Wealth Partners, LLC(1,390.00 万美元)、Blue Bell Private Wealth Management, LLC(580.00 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | KFG WEALTH MANAGEMENT, LLC | $17.1M | 626,631 | 增持 |
| 2 | Uniting Wealth Partners, LLC | $13.9M | 511,229 | 增持 |
| 3 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $5.8M | 213,735 | 减持 |
| 4 | Aptus Capital Advisors, LLC | $1.9M | 70,212 | 增持 |
| 5 | GUARDIAN WEALTH ADVISORS, LLC / NC | $1.2M | 44,141 | 持平 |
| 6 | Kovack Advisors, Inc. | $431,474 | 15,856 | 减持 |
| 7 | Prime Capital Investment Advisors, LLC | $387,579 | 14,244 | 增持 |
| 8 | Cyndeo Wealth Partners, LLC | $272,100 | 10,000 | 持平 |
| 9 | Cornerstone Wealth Group, LLC | $214,279 | 7,875 | 持平 |
| 10 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | 清仓 |
| 11 | OLD MISSION CAPITAL LLC | $0 | 0 | 清仓 |
| 12 | UBS Group AG | $0 | 0 | 清仓 |
来源:SEC 13F 申报文件 · 截至 2026-06-30