SGOV — Ishares Tr 机构持仓 · 2026年Q3

Name: 谁持有 SGOV？81 家机构、8.8 亿美元（2026年Q3）
Creator: ko.io

谁持有 Ishares Tr（SGOV）？2026年Q3（报告期截至 2026-09-30）共有 81 家机构在 SEC 13F 申报中报告持有，合计 8.77 亿美元。前几大持有机构：Confluence Investment Management LLC（2.17 亿美元）、CX Institutional（1.95 亿美元）、Farther Finance Advisors, LLC（1.60 亿美元）。

排名	机构	市值	股数	变动
1	CONFLUENCE INVESTMENT MANAGEMENT LLC	$216.7M	2.2M	减持
2	CX Institutional	$194.6M	1.9M	增持
3	Farther Finance Advisors, LLC	$160.4M	1.6M	增持
4	TITLEIST ASSET MANAGEMENT, LLC	$72.6M	721,261	增持
5	Bangor Savings Bank	$33.6M	333,848	减持
6	Castle Rock Wealth Management, LLC	$22.4M	222,619	增持
7	STABLEFORD CAPITAL II LLC	$16.7M	166,137	增持
8	Worth Asset Management, LLC	$14.4M	142,536	减持
9	Dominguez Wealth Management Solutions, Inc.	$13.9M	137,763	减持
10	RTD Financial Advisors, Inc.	$13.3M	131,939	新建仓
11	Capital Advisors Wealth Management, LLC	$9.4M	92,926	增持
12	TOTH FINANCIAL ADVISORY CORP	$8.5M	84,467	减持
13	Lake Hills Wealth Management, LLC	$8.1M	80,633	新建仓
14	BOYUM WEALTH ARCHITECTS LLC	$8.1M	80,324	增持
15	Emprise Bank	$6.8M	67,950	减持
16	Invariant Investment Management	$6.0M	59,727	持平
17	Baring Financial LLC	$5.7M	56,480	减持
18	Midwest Financial Partners Investments, Inc.	$5.5M	55,048	增持
19	ARMSTRONG ADVISORY GROUP, INC	$5.3M	53,099	增持
20	Ridgewood Investments LLC	$5.2M	51,189	减持
21	Tactive Advisors, LLC	$4.2M	41,507	增持
22	Wedmont Private Capital	$3.6M	36,122	增持
23	First Heartland Consultants, Inc.	$3.5M	34,355	增持
24	Seven Bridges Advisors LLC	$3.2M	31,623	减持
25	Successful Portfolios LLC	$2.9M	29,365	减持

来源：SEC 13F 申报文件 · 截至 2026-09-30