跳到正文

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
1Bison Wealth, LLC$23.6M1.2M增持
2Brookwood Investment Group LLC$8.5M417,194增持
3EVOLUTION WEALTH MANAGEMENT INC.$4.4M217,195增持
4Ethos Capital Management, Inc.$1.1M52,960减持
5SUSQUEHANNA INTERNATIONAL GROUP, LLP$850,10441,602减持
6Luminist Capital LLC$550,72328,062增持
7RAYMOND JAMES FINANCIAL INC$511,79425,046增持
8Atlantic Union Bankshares Corp$412,19720,172增持
9True Link Financial Advisors, LLC$249,76712,223新建仓
10REAP Financial Group, LLC$235,58411,529减持
11BEAM WEALTH ADVISORS, INC.$204,74910,020新建仓
12AE Wealth Management LLC$108,7815,323增持
13WELLS FARGO & COMPANY/MN$96,5524,725新建仓
14OSAIC HOLDINGS, INC.$36,4341,783持平
15IFP Advisors, Inc$27,3001,336减持
16INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$3,185156持平
17Royal Bank of Canada$00清仓
18CITADEL ADVISORS LLC$00清仓
19UBS Group AG$00清仓
20Wealthcare Advisory Partners LLC$00清仓

来源:SEC 13F 申报文件 · 截至 2026-06-30