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

OVLH
持有机构数
24
机构合计市值 (Q2 2026)
$9,511.9万
机构合计股数 (Q2 2026)
227.3万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+18.5万股
12 · 5 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-3.0万股
12 · 5 清仓 · ≈
⚖️ 净额
+15.4万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$9,511.9万
持有机构数
24
新买入
5
加仓
7
减仓
7
清仓
5
持股不变
5
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
4.2%4.21%#2$4,600.8万109.7万股$4,362.5万104.3万股+5.5万股+5.25%加仓
Holcombe Financial, Inc.
8.37%7.81%#1$1,482.8万35.5万股$1,328.7万35.1万股+4,056股+1.16%加仓
Delta Investment Management, LLC
1.97%1.84%#3$1,194.7万28.6万股$1,030.9万27.2万股+1.4万股+5.04%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#11$983.8万23.5万股$666.2万17.6万股+6.0万股+33.86%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#16$292.8万7.0万股$271.3万7.2万股-1,550股-2.16%减仓
阿波罗财富管理Apollon Wealth Management, LLC
0.04%0.03%#8$289.9万6.9万股$210.2万5.6万股+1.4万股+25.01%加仓
PACIFIC FINANCIAL GROUP INC
1.07%1.1%#4$222.6万5.3万股$203.3万5.4万股-407股-0.76%减仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#15$86.3万2.1万股$78.2万2.1万股00.00%持仓不变
五三银行FIFTH THIRD BANCORP
<0.01%<0.01%#14$68.0万1.6万股$61.6万1.6万股00.00%持仓不变
纽文Nuveen, LLC
<0.01%#18$46.7万1.1万股$00股+1.1万股新买入
PKS Advisory Services, LLC
0.07%#6$45.6万1.1万股$00股+1.1万股新买入
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#19$37.1万8,871股$33.6万8,871股00.00%持仓不变
Oasis Advisors, LLC
0.23%#5$35.7万8,556股$00股+8,556股新买入
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#17$29.0万6,939股$26.3万6,944股-5股-0.07%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#20$25.0万5,981股$22.8万6,022股-41股-0.68%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%#21$24.2万5,795股$00股+5,795股新买入
REAP Financial Group, LLC
0.02%0.03%#10$11.2万2,679股$14.6万3,856股-1,177股-30.52%减仓
IFP顾问IFP Advisors, Inc
<0.01%<0.01%#13$11.2万2,679股$9.9万2,619股+60股+2.29%加仓
CoreCap 顾问CoreCap Advisors, LLC
<0.01%<0.01%#12$9.9万2,376股$5.0万1,321股+1,055股+79.86%加仓
Luminist Capital LLC
0.06%#7$5.3万1,306股$00股+1,306股新买入
EVOLUTION WEALTH MANAGEMENT INC.
0.03%0.03%#9$5.2万1,247股$4.7万1,247股00.00%持仓不变
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#22$2.8万668股$3.1万829股-161股-19.42%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#23$1.3万319股$1.5万386股-67股-17.36%减仓
AE财富管理AE Wealth Management LLC
<0.01%<0.01%#24$241股$221股00.00%持仓不变

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