OVT — Listed Fds Tr 机构持仓 · 2026年Q2
谁持有 Listed Fds Tr（OVT）？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 5,068.51 万美元。前几大持有机构：Bison Wealth, LLC（3,450.00 万美元）、Holcombe Financial, Inc.（1,170.00 万美元）、Evolution Wealth Management Inc.（76.18 万美元）。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Bison Wealth, LLC | $34.5M | 1.6M | 减持 |
| 2 | Holcombe Financial, Inc. | $11.7M | 534,387 | 增持 |
| 3 | EVOLUTION WEALTH MANAGEMENT INC. | $761,780 | 34,904 | 增持 |
| 4 | Oasis Advisors, LLC | $719,702 | 32,976 | 减持 |
| 5 | Orion Porfolio Solutions, LLC | $522,496 | 23,940 | 减持 |
| 6 | True Link Financial Advisors, LLC | $513,106 | 23,510 | 新建仓 |
| 7 | Virtu Financial LLC | $498,000 | 22,826 | 减持 |
| 8 | LPL Financial LLC | $429,189 | 19,665 | 新建仓 |
| 9 | RAYMOND JAMES FINANCIAL INC | $339,881 | 15,573 | 持平 |
| 10 | Nuveen, LLC | $209,477 | 9,598 | 新建仓 |
| 11 | Atlantic Union Bankshares Corp | $183,785 | 8,421 | 增持 |
| 12 | WELLS FARGO & COMPANY/MN | $158,624 | 7,268 | 新建仓 |
| 13 | Global Retirement Partners, LLC | $114,407 | 5,242 | 新建仓 |
| 14 | REAP Financial Group, LLC | $87,314 | 4,001 | 减持 |
| 15 | AE Wealth Management LLC | $19,161 | 878 | 增持 |
| 16 | MORGAN STANLEY | $23 | 1 | 新建仓 |
| 17 | Royal Bank of Canada | $0 | 0 | 清仓 |
| 18 | UBS Group AG | $0 | 0 | 清仓 |
| 19 | Wealthcare Advisory Partners LLC | $0 | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30