SCZ — Ishares Tr 机构持仓 · 2026年Q3

Name: 谁持有 SCZ？50 家机构、4,703 万美元（2026年Q3）
Creator: ko.io

谁持有 Ishares Tr（SCZ）？2026年Q3（报告期截至 2026-09-30）共有 50 家机构在 SEC 13F 申报中报告持有，合计 4,702.82 万美元。前几大持有机构：RTD Financial Advisors, Inc.（1,430.00 万美元）、Investors Research Corp（380.00 万美元）、Partnership Wealth Management, LLC（320.00 万美元）。

排名	机构	市值	股数	变动
1	RTD Financial Advisors, Inc.	$14.3M	169,009	减持
2	Investors Research Corp	$3.8M	44,612	减持
3	Partnership Wealth Management, LLC	$3.2M	37,620	减持
4	Breakwater Capital Group	$2.9M	33,898	增持
5	Sincerus Advisory, LLC	$2.7M	32,247	增持
6	Acropolis Investment Management, LLC	$2.7M	31,810	减持
7	Apella Capital, LLC	$2.7M	31,752	增持
8	Prosperity Planning, Inc.	$2.5M	29,606	减持
9	Farther Finance Advisors, LLC	$2.1M	24,901	减持
10	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$1.4M	16,728	减持
11	Avidian Wealth Enterprises, LLC	$1.2M	14,016	减持
12	Aletheian Wealth Advisors LLC	$1.2M	13,908	减持
13	Wedmont Private Capital	$1.1M	13,273	增持
14	Gladwyn Financial Advisors, Inc.	$639,838	7,579	持平
15	Williams & Novak, LLC	$567,978	6,728	减持
16	Montecito Bank & Trust	$458,907	5,436	持平
17	KFA Private Wealth Group, LLC	$396,045	4,691	减持
18	CLUNE & ASSOCIATES, LTD.	$375,075	4,443	持平
19	Galvin, Gaustad & Stein, LLC	$371,040	4,395	减持
20	COLLECTIVE FAMILY OFFICE LLC	$359,967	4,264	减持
21	Valeo Financial Advisors, LLC	$351,280	4,161	持平
22	CANANDAIGUA NATIONAL BANK & TRUST CO	$302,561	3,584	持平
23	DAVIDSON TRUST CO	$281,541	3,335	持平
24	CoreCap Advisors, LLC	$259,227	3,070	减持
25	Canandaigua National Trust Co of Florida	$215,271	2,550	新建仓

来源：SEC 13F 申报文件 · 截至 2026-09-30