URA — Global X Fds 机构持仓 · 2026年Q3
谁持有 Global X Fds(URA)?2026年Q3(报告期截至 2026-09-30)共有 23 家机构在 SEC 13F 申报中报告持有,合计 3,652.11 万美元。前几大持有机构:Heartwood Wealth Advisors LLC(1,810.00 万美元)、Ayalon Insurance Comp Ltd.(580.00 万美元)、Juncture Wealth Strategies, LLC(410.00 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Heartwood Wealth Advisors LLC | $18.1M | 453,502 | 增持 |
| 2 | Ayalon Insurance Comp Ltd. | $5.8M | 133,000 | 增持 |
| 3 | JUNCTURE WEALTH STRATEGIES, LLC | $4.1M | 102,918 | 增持 |
| 4 | Farther Finance Advisors, LLC | $3.4M | 85,469 | 增持 |
| 5 | Avidian Wealth Enterprises, LLC | $1.9M | 48,839 | 增持 |
| 6 | GK Wealth Management LLC | $784,979 | 19,698 | 减持 |
| 7 | Cooper Financial Group | $634,481 | 15,922 | 减持 |
| 8 | Aletheian Wealth Advisors LLC | $423,287 | 10,622 | 新建仓 |
| 9 | Tactive Advisors, LLC | $328,643 | 8,247 | 减持 |
| 10 | Acropolis Investment Management, LLC | $309,356 | 7,763 | 增持 |
| 11 | Apella Capital, LLC | $201,103 | 5,036 | 新建仓 |
| 12 | Versant Capital Management, Inc | $164,952 | 4,139 | 持平 |
| 13 | Planning Strategies Inc. | $137,562 | 3,452 | 持平 |
| 14 | CoreCap Advisors, LLC | $127,889 | 3,209 | 减持 |
| 15 | ARMSTRONG ADVISORY GROUP, INC | $59,178 | 1,485 | 减持 |
| 16 | CX Institutional | $24,000 | 600 | 减持 |
| 17 | Rosenberg Matthew Hamilton | $21,918 | 550 | 持平 |
| 18 | Grove Bank & Trust | $19,925 | 500 | 持平 |
| 19 | Pacifica Partners Inc. | $1,821 | 46 | 持平 |
| 20 | Miller Global Investments, LLC | $1,065 | 27 | 持平 |
| 21 | Bangor Savings Bank | $399 | 10 | 增持 |
| 22 | Lake Hills Wealth Management, LLC | $0 | 0 | 清仓 |
| 23 | TOTH FINANCIAL ADVISORY CORP | $0 | 0 | 清仓 |
来源:SEC 13F 申报文件 · 截至 2026-09-30