SHLD — Global X Fds 机构持仓 · 2026年Q3

Name: 谁持有 SHLD？25 家机构、5,012 万美元（2026年Q3）
Creator: ko.io

谁持有 Global X Fds（SHLD）？2026年Q3（报告期截至 2026-09-30）共有 25 家机构在 SEC 13F 申报中报告持有，合计 5,011.55 万美元。前几大持有机构：Valley Wealth Managers, Inc.（1,560.00 万美元）、Decker Wealth Management LLC（1,160.00 万美元）、Farther Finance Advisors, LLC（860.00 万美元）。

排名	机构	市值	股数	变动
1	VALLEY WEALTH MANAGERS, INC.	$15.6M	259,995	增持
2	Decker Wealth Management LLC	$11.6M	193,024	减持
3	Farther Finance Advisors, LLC	$8.6M	142,860	减持
4	Apeiron RIA LLC	$4.4M	73,119	增持
5	Emergent Wealth Advisors, LLC	$2.9M	48,464	增持
6	Avidian Wealth Enterprises, LLC	$2.1M	34,159	增持
7	Balefire, LLC	$1.3M	21,052	增持
8	CoreCap Advisors, LLC	$1.1M	18,492	增持
9	Cassilly Financial Group LLC	$530,037	8,822	减持
10	Castleview Partners, LLC	$498,885	8,303	增持
11	Asempa Wealth Advisors	$466,620	7,759	增持
12	Sound Income Strategies, LLC	$274,346	4,635	增持
13	David J Yvars Group	$244,348	4,067	减持
14	PRIVATE CLIENT SERVICES, LLC	$228,552	3,804	新建仓
15	ELEVATION WEALTH PARTNERS, LLC	$114,364	1,904	增持
16	Retirement Wealth Solutions LLC	$114,333	1,903	新建仓
17	Investors Research Corp	$50,287	837	减持
18	GK Wealth Management LLC	$31,529	525	新建仓
19	Pacifica Partners Inc.	$21,632	360	持平
20	FIRST COMMUNITY TRUST NA	$1,742	29	持平
21	CX Institutional	$1,000	10	减持
22	GILPIN WEALTH MANAGEMENT, LLC	$301	5	持平
23	First Heartland Consultants, Inc.	$0	0	清仓
24	CONFLUENCE INVESTMENT MANAGEMENT LLC	$0	0	清仓
25	TOTH FINANCIAL ADVISORY CORP	$0	0	清仓

来源：SEC 13F 申报文件 · 截至 2026-09-30