OVB — Listed Fds Tr 机构持仓 · 2026年Q2
谁持有 Listed Fds Tr(OVB)?2026年Q2(报告期截至 2026-06-30)共有 20 家机构在 SEC 13F 申报中报告持有,合计 4,089.12 万美元。前几大持有机构:Bison Wealth, LLC(2,360.00 万美元)、Brookwood Investment Group LLC(850.00 万美元)、Evolution Wealth Management Inc.(440.00 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Bison Wealth, LLC | $23.6M | 1.2M | 增持 |
| 2 | Brookwood Investment Group LLC | $8.5M | 417,194 | 增持 |
| 3 | EVOLUTION WEALTH MANAGEMENT INC. | $4.4M | 217,195 | 增持 |
| 4 | Ethos Capital Management, Inc. | $1.1M | 52,960 | 减持 |
| 5 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $850,104 | 41,602 | 减持 |
| 6 | Luminist Capital LLC | $550,723 | 28,062 | 增持 |
| 7 | RAYMOND JAMES FINANCIAL INC | $511,794 | 25,046 | 增持 |
| 8 | Atlantic Union Bankshares Corp | $412,197 | 20,172 | 增持 |
| 9 | True Link Financial Advisors, LLC | $249,767 | 12,223 | 新建仓 |
| 10 | REAP Financial Group, LLC | $235,584 | 11,529 | 减持 |
| 11 | BEAM WEALTH ADVISORS, INC. | $204,749 | 10,020 | 新建仓 |
| 12 | AE Wealth Management LLC | $108,781 | 5,323 | 增持 |
| 13 | WELLS FARGO & COMPANY/MN | $96,552 | 4,725 | 新建仓 |
| 14 | OSAIC HOLDINGS, INC. | $36,434 | 1,783 | 持平 |
| 15 | IFP Advisors, Inc | $27,300 | 1,336 | 减持 |
| 16 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $3,185 | 156 | 持平 |
| 17 | Royal Bank of Canada | $0 | 0 | 清仓 |
| 18 | CITADEL ADVISORS LLC | $0 | 0 | 清仓 |
| 19 | UBS Group AG | $0 | 0 | 清仓 |
| 20 | Wealthcare Advisory Partners LLC | $0 | 0 | 清仓 |
来源:SEC 13F 申报文件 · 截至 2026-06-30