13FBOX
LISTED FD TR · 13F 机构持仓分析
期权收益计算器 机构排行
L

LISTED FD TR

OVB
持有机构数
15
机构合计市值 (Q2 2026)
$4,068.6万
机构合计股数 (Q2 2026)
199.1万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+18.7万股
9 · 2 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-15.8万股
9 · 5 清仓 · ≈
⚖️ 净额
+2.9万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$4,068.6万
持有机构数
15
新买入
2
加仓
7
减仓
4
清仓
5
持股不变
2
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
Bison Wealth, LLC
2.15%2.1%#2$2,355.9万115.2万股$2,172.5万105.5万股+9.7万股+9.21%加仓
Brookwood Investment Group LLC
0.96%1.04%#3$852.5万41.7万股$841.5万41.0万股+7,634股+1.86%加仓
EVOLUTION WEALTH MANAGEMENT INC.
2.61%2.67%#1$443.8万21.7万股$365.5万17.8万股+3.9万股+22.08%加仓
Ethos Capital Management, Inc.
0.77%1.38%#4$108.2万5.3万股$161.4万7.9万股-2.6万股-32.57%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#13$85.0万4.2万股$179.2万8.7万股-4.6万股-52.30%减仓
Luminist Capital LLC
0.59%0.53%#5$55.1万2.8万股$39.8万1.9万股+8,670股+44.71%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#11$51.2万2.5万股$25.7万1.3万股+1.3万股+100.00%加仓
大西洋联合银行Atlantic Union Bankshares Corp
0.01%0.01%#8$41.2万2.0万股$40.8万2.0万股+306股+1.54%加仓
True Link Financial Advisors, LLC
0.01%#7$25.0万1.2万股$00股+1.2万股新买入
REAP Financial Group, LLC
0.04%0.07%#6$23.6万1.2万股$33.5万1.6万股-4,777股-29.30%减仓
AE财富管理AE Wealth Management LLC
<0.01%<0.01%#9$10.9万5,323股$2.3万1,130股+4,193股+371.06%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%#15$9.7万4,725股$00股+4,725股新买入
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#14$3.6万1,783股$3.7万1,783股00.00%持仓不变
IFP顾问IFP Advisors, Inc
<0.01%<0.01%#10$2.7万1,336股$8.6万4,189股-2,853股-68.11%减仓
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
<0.01%<0.01%#12$3,185156股$3,205156股00.00%持仓不变

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