OVM — Listed Fds Tr 机构持仓 · 2026年Q2
谁持有 Listed Fds Tr(OVM)?2026年Q2(报告期截至 2026-06-30)共有 13 家机构在 SEC 13F 申报中报告持有,合计 2,818.45 万美元。前几大持有机构:Bison Wealth, LLC(2,540.00 万美元)、IFP Advisors, Inc(110.00 万美元)、Evolution Wealth Management Inc.(47.07 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Bison Wealth, LLC | $25.4M | 1.2M | 增持 |
| 2 | IFP Advisors, Inc | $1.1M | 49,135 | 减持 |
| 3 | EVOLUTION WEALTH MANAGEMENT INC. | $470,676 | 21,607 | 增持 |
| 4 | PMG Family Office LLC | $446,867 | 20,514 | 新建仓 |
| 5 | MML INVESTORS SERVICES, LLC | $293,726 | 13,484 | 增持 |
| 6 | RAYMOND JAMES FINANCIAL INC | $250,924 | 11,519 | 持平 |
| 7 | Cetera Investment Advisers | $211,278 | 9,699 | 持平 |
| 8 | OSAIC HOLDINGS, INC. | $40,730 | 1,869 | 持平 |
| 9 | MORGAN STANLEY | $31 | 1 | 持平 |
| 10 | OLD MISSION CAPITAL LLC | $0 | 0 | 清仓 |
| 11 | UBS Group AG | $0 | 0 | 清仓 |
| 12 | Sound Income Strategies, LLC | $0 | 0 | 清仓 |
| 13 | Beacon Capital Management, LLC | $0 | 0 | 清仓 |
来源:SEC 13F 申报文件 · 截至 2026-06-30