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

LISTED FDS TR

OVL
持有机构数
48
机构合计市值 (Q2 2026)
$2.00亿
机构合计股数 (Q2 2026)
352.3万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+50.5万股
35 · 19 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-10.5万股
16 · 7 清仓 · ≈
⚖️ 净额
+40.0万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.00亿
持有机构数
48
新买入
19
加仓
16
减仓
9
清仓
7
持股不变
4
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
10.58%11.09%#1$1.16亿203.4万股$1.15亿200.5万股+2.9万股+1.46%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#30$1,717.5万30.3万股$1,422.8万28.3万股+2.1万股+7.26%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#33$1,279.0万22.6万股$897.8万17.8万股+4.7万股+26.57%加仓
NEW WAVE WEALTH ADVISORS LLC
2.22%#2$816.3万14.4万股$00股+14.4万股新买入
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#42$489.1万8.7万股$430.3万8.8万股-1,246股-1.41%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#37$443.8万7.8万股$337.5万6.7万股+1.1万股+16.85%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#36$408.5万7.2万股$70.2万1.4万股+5.8万股+417.27%加仓
Legacy Private Trust Co.
0.2%0.27%#9$360.3万6.4万股$433.6万8.6万股-2.3万股-26.16%减仓
Janney Montgomery Scott LLC
0.01%<0.01%#27$274.8万4.9万股$185.6万3.7万股+1.2万股+31.61%加仓
Johnson & White Wealth Management, LLC
0.8%0.75%#4$214.5万3.8万股$176.4万3.5万股+2,829股+8.07%加仓
EVOLUTION WEALTH MANAGEMENT INC.
1.21%1.55%#3$206.6万3.6万股$211.5万4.2万股-5,554股-13.21%减仓
Smartleaf 资产管理Smartleaf Asset Management LLC
0.06%0.06%#12$199.8万3.6万股$173.3万3.6万股00.00%持仓不变
阿波罗财富管理Apollon Wealth Management, LLC
0.02%0.03%#17$198.4万3.5万股$173.3万3.4万股+600股+1.74%加仓
谢尔顿资本管理SHELTON CAPITAL MANAGEMENT
0.04%0.03%#14$191.7万3.4万股$136.5万2.7万股+6,738股+24.84%加仓
Equitable控股Equitable Holdings, Inc.
0.01%<0.01%#23$177.2万3.1万股$70.8万1.3万股+1.8万股+135.27%加仓
MILESTONE ASSET MANAGEMENT, LLC
0.22%#8$142.3万2.5万股$00股+2.5万股新买入
CAP Partners, LLC
0.43%#6$87.6万1.5万股$00股+1.5万股新买入
富国银行WELLS FARGO & COMPANY/MN
<0.01%#45$85.9万1.5万股$00股+1.5万股新买入
纽文Nuveen, LLC
<0.01%#43$83.2万1.5万股$00股+1.5万股新买入
LANARK FINANCIAL, INC.
0.05%0.05%#13$78.5万1.4万股$62.5万1.2万股+1,423股+11.44%加仓
财富关怀顾问Wealthcare Advisory Partners LLC
0.01%#20$72.0万1.3万股$00股+1.3万股新买入
旧使命资本OLD MISSION CAPITAL LLC
0.01%0.01%#22$71.8万1.3万股$74.7万1.5万股-2,156股-14.53%减仓
Arax顾问Arax Advisory Partners
<0.01%#29$70.5万1.2万股$00股+1.2万股新买入
PFG 投资PFG Investments, LLC
0.03%#16$69.7万1.2万股$00股+1.2万股新买入
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#38$69.3万1.2万股$61.6万1.2万股00.00%持仓不变
Luminist Capital LLC
0.66%0.56%#5$60.7万1.1万股$42.0万8,352股+2,724股+32.61%加仓
Oasis Advisors, LLC
0.37%#7$57.4万1.0万股$00股+1.0万股新买入
Waterloo Capital, L.P.
0.03%0.03%#15$57.1万1.0万股$39.3万7,810股+2,277股+29.15%加仓
MarinerMariner, LLC
<0.01%#39$50.7万8,956股$00股+8,956股新买入
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#40$42.5万7,512股$38.3万7,614股-102股-1.34%减仓
NICOLET BANKSHARES INC
0.01%0.01%#21$41.4万7,314股$36.2万7,200股+114股+1.58%加仓
河畔投资集团RiverFront Investment Group, LLC
0.01%0.01%#28$40.0万7,067股$33.1万6,577股+490股+7.45%加仓
REAP Financial Group, LLC
0.07%0.1%#11$39.8万7,024股$50.1万9,957股-2,933股-29.46%减仓
AE财富管理AE Wealth Management LLC
<0.01%<0.01%#35$38.5万6,793股$36.3万7,211股-418股-5.80%减仓
世界投资顾问World Investment Advisors
0.01%#26$33.0万5,882股$00股+5,882股新买入
True Link Financial Advisors, LLC
0.02%#19$26.7万4,714股$00股+4,714股新买入
QTR Family Wealth, LLC
0.09%0.1%#10$25.5万4,504股$24.5万4,557股-53股-1.16%减仓
大西洋联合银行Atlantic Union Bankshares Corp
<0.01%<0.01%#34$20.4万3,600股$19.0万3,783股-183股-4.84%减仓
StoneX Group Inc.
0.01%#24$20.3万3,582股$00股+3,582股新买入
Hilltop Holdings Inc.
0.02%#18$20.1万3,544股$00股+3,544股新买入
Beaird Harris Wealth Management, LLC
0.01%0.01%#25$12.6万2,219股$11.2万2,219股00.00%持仓不变
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#47$9.7万1,715股$8.1万1,550股+165股+10.65%加仓
蒙特利尔银行BANK OF MONTREAL /CAN/
<0.01%#46$4.1万730股$00股+730股新买入
TSFG, LLC
<0.01%#31$3.0万526股$00股+526股新买入
瑞银集团UBS Group AG
<0.01%<0.01%#48$2.4万419股$2.1万419股00.00%持仓不变
Triumph Capital Management
<0.01%#32$2.0万361股$00股+361股新买入
SALEM INVESTMENT COUNSELORS INC
<0.01%#44$5,661100股$00股+100股新买入
Silver Grove Financial Group, Inc.
<0.01%#41$73613股$00股+13股新买入

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