WLDR — Two Rds Shared Tr 机构持仓 · 2026年Q2
谁持有 Two Rds Shared Tr(WLDR)?2026年Q2(报告期截至 2026-06-30)共有 19 家机构在 SEC 13F 申报中报告持有,合计 6,861.40 万美元。前几大持有机构:Sowell Financial Services LLC(5,530.00 万美元)、LPL Financial LLC(390.00 万美元)、GeoWealth Management, LLC(370.00 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Sowell Financial Services LLC | $55.3M | 1.2M | 增持 |
| 2 | LPL Financial LLC | $3.9M | 84,323 | 增持 |
| 3 | GeoWealth Management, LLC | $3.7M | 80,077 | 增持 |
| 4 | FIG FINANCIAL ADVISORY SERVICES INC /ADV | $2.0M | 43,713 | 增持 |
| 5 | RATIONAL ADVISORS, INC. | $1.2M | 26,563 | 增持 |
| 6 | Equitable Holdings, Inc. | $742,908 | 15,986 | 减持 |
| 7 | Cetera Investment Advisers | $569,938 | 12,264 | 增持 |
| 8 | JANE STREET GROUP, LLC | $306,997 | 6,606 | 新建仓 |
| 9 | NORDEN GROUP LLC | $289,523 | 6,230 | 持平 |
| 10 | JONES FINANCIAL COMPANIES LLLP | $235,894 | 5,144 | 持平 |
| 11 | OSAIC HOLDINGS, INC. | $195,169 | 4,200 | 减持 |
| 12 | NBC SECURITIES, INC. | $18,449 | 397 | 持平 |
| 13 | MORGAN STANLEY | $12,919 | 278 | 持平 |
| 14 | ASSETMARK, INC | $9,384 | 202 | 减持 |
| 15 | Global Retirement Partners, LLC | $7,529 | 162 | 持平 |
| 16 | CITADEL ADVISORS LLC | $0 | 0 | 清仓 |
| 17 | FLOW TRADERS U.S. LLC | $0 | 0 | 清仓 |
| 18 | UBS Group AG | $0 | 0 | 清仓 |
| 19 | Independent Advisor Alliance | $0 | 0 | 清仓 |
来源:SEC 13F 申报文件 · 截至 2026-06-30