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SEPQ — Listed Fds Tr 机构持仓 · 2026年Q2

谁持有 Listed Fds Tr(SEPQ)?2026年Q2(报告期截至 2026-06-30)共有 23 家机构在 SEC 13F 申报中报告持有,合计 1,956.17 万美元。前几大持有机构:Q3 Asset Management(720.00 万美元)、Fifth Third Securities, Inc.(420.00 万美元)、Hbw Advisory Services LLC(320.00 万美元)。

排名机构市值股数变动
1Q3 Asset Management$7.2M252,756减持
2Fifth Third Securities, Inc.$4.2M147,079增持
3HBW ADVISORY SERVICES LLC$3.2M112,152增持
4WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.3M45,090增持
5Redwood Family Wealth LLC$1.1M40,058减持
6PFG Investments, LLC$838,12629,527增持
7MML INVESTORS SERVICES, LLC$467,05516,454新建仓
8COMMONWEALTH EQUITY SERVICES, LLC$320,95011,307增持
9OLD MISSION CAPITAL LLC$315,30611,108新建仓
10LPL Financial LLC$274,0909,656持平
11Transamerica Financial Advisors, LLC$146,1365,148减持
12AE Wealth Management LLC$115,8134,080持平
13HARBOUR INVESTMENTS, INC.$108,3503,817减持
14Rockefeller Capital Management L.P.$19,870700新建仓
15UBS Group AG$12,916455增持
16Triumph Capital Management$5,677200持平
17MORGAN STANLEY$291新建仓
18FMR LLC$281新建仓
19WELLS FARGO & COMPANY/MN$271新建仓
20ENVESTNET ASSET MANAGEMENT INC$00清仓
21SUSQUEHANNA INTERNATIONAL GROUP, LLP$00清仓
22GTS SECURITIES LLC$00清仓
23Private Advisor Group, LLC$00清仓

来源:SEC 13F 申报文件 · 截至 2026-06-30