VLUE — Ishares Tr 机构持仓 · 2026年Q3

Name: 谁持有 VLUE？31 家机构、5,919 万美元（2026年Q3）
Creator: ko.io

谁持有 Ishares Tr（VLUE）？2026年Q3（报告期截至 2026-09-30）共有 31 家机构在 SEC 13F 申报中报告持有，合计 5,919.11 万美元。前几大持有机构：Insight Wealth Strategies, LLC（2,740.00 万美元）、Tactive Advisors, LLC（780.00 万美元）、First Financial Bank - Trust Division（580.00 万美元）。

排名	机构	市值	股数	变动
1	Insight Wealth Strategies, LLC	$27.4M	138,537	减持
2	Tactive Advisors, LLC	$7.8M	39,343	增持
3	FIRST FINANCIAL BANK - TRUST DIVISION	$5.8M	29,286	减持
4	JUNCTURE WEALTH STRATEGIES, LLC	$3.8M	19,091	增持
5	Farther Finance Advisors, LLC	$3.0M	15,400	增持
6	GILPIN WEALTH MANAGEMENT, LLC	$2.5M	12,565	减持
7	First Citizens Financial Corp	$1.1M	5,431	减持
8	Noble Wealth Management PBC	$1.1M	5,399	减持
9	Breakwater Capital Group	$807,247	4,077	减持
10	Wedmont Private Capital	$760,225	3,799	新建仓
11	Apella Capital, LLC	$758,130	3,770	减持
12	Friday Financial	$714,884	3,568	持平
13	Galvin, Gaustad & Stein, LLC	$683,951	3,454	增持
14	Acropolis Investment Management, LLC	$620,730	3,135	持平
15	Taylor & Morgan Wealth Management, LLC	$526,356	2,658	增持
16	Montecito Bank & Trust	$456,786	2,307	减持
17	Avidian Wealth Enterprises, LLC	$366,343	1,850	减持
18	Vilga Financial Planning LLC	$342,540	1,730	持平
19	Successful Portfolios LLC	$313,823	1,571	增持
20	Rosenberg Matthew Hamilton	$145,530	735	减持
21	CoreCap Advisors, LLC	$55,949	282	减持
22	ARMSTRONG ADVISORY GROUP, INC	$55,242	279	持平
23	GAMMA Investing LLC	$40,590	205	持平
24	Trust Co	$22,770	115	持平
25	Versant Capital Management, Inc	$19,998	101	持平

来源：SEC 13F 申报文件 · 截至 2026-09-30