XVV — Ishares Tr 机构持仓 · 2026年Q3
谁持有 Ishares Tr（XVV）？2026年Q3（报告期截至 2026-09-30）共有 12 家机构在 SEC 13F 申报中报告持有，合计 455.42 万美元。前几大持有机构：Sprinkle Financial Consultants LLC（69.72 万美元）、Colton Groome Financial Advisors, LLC（69.06 万美元）、Emergent Wealth Advisors, LLC（67.79 万美元）。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Sprinkle Financial Consultants LLC | $697,241 | 11,960 | 增持 |
| 2 | COLTON GROOME FINANCIAL ADVISORS, LLC | $690,564 | 11,845 | 持平 |
| 3 | Emergent Wealth Advisors, LLC | $677,854 | 11,627 | 持平 |
| 4 | Cambridge Financial Group, LLC | $650,473 | 11,454 | 持平 |
| 5 | Montecito Bank & Trust | $371,021 | 6,364 | 持平 |
| 6 | Valeo Financial Advisors, LLC | $363,994 | 6,243 | 增持 |
| 7 | Wealth Group Ltd | $361,373 | 6,149 | 持平 |
| 8 | Prosperity Planning, Inc. | $226,554 | 3,886 | 持平 |
| 9 | Grove Bank & Trust | $225,213 | 3,863 | 持平 |
| 10 | Monument Capital Management | $201,485 | 3,456 | 减持 |
| 11 | EASTERN BANK | $70,193 | 1,204 | 减持 |
| 12 | Farther Finance Advisors, LLC | $18,248 | 313 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-09-30