OVL LISTED FDS TR
SHARES LAG CAP
26Q126Q2
26Q126Q2
历季机构持有情况
| 季度 | 持有机构 | 机构总持股 | 申报市值 | 新建仓 | 加仓 | 减仓 | 清仓 | 估算净买入 |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 48 | 3,666,831 | $2.08亿 | 17 | 15 | 10 | 6 | $3,007.22万 |
| 2026Q1 | 36 | 3,122,852 | $1.71亿 | 4 | 13 | 13 | 4 | $1,866.70万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Bison Wealth, LLC | 加仓 | $1,509.40万 |
| Apollon Wealth Management, LLC | 新建仓 | $173.28万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $169.31万 |
| SHELTON CAPITAL MANAGEMENT | 新建仓 | $136.47万 |
| OLD MISSION CAPITAL LLC | 加仓 | $43.00万 |
| Brooklyn Investment Group | 新建仓 | $41.43万 |
| Modera Wealth Management, LLC | 新建仓 | $35.54万 |
| LPL Financial LLC | 加仓 | $34.00万 |
| GTS SECURITIES LLC | 加仓 | $19.43万 |
| Johnson & White Wealth Management, LLC | 加仓 | $9.85万 |
| Legacy Private Trust Co. | 加仓 | $5.31万 |
| ROYAL BANK OF CANADA | 加仓 | $1.95万 |
| Private Advisor Group, LLC | 加仓 | $1.67万 |
| UBS Group AG | 加仓 | $1.20万 |
| Smartleaf Asset Management LLC | 加仓 | $1.11万 |
| MORGAN STANLEY | 加仓 | $8,300 |
| Atlantic Union Bankshares Corp | 加仓 | $4,930 |
2026Q1 卖出最多
| Equitable Holdings, Inc. | 减仓 | -$75.02万 |
| Orion Porfolio Solutions, LLC | 清仓 | -$68.57万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$54.72万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 清仓 | -$52.33万 |
| AE Wealth Management LLC | 减仓 | -$12.52万 |
| IFP Advisors, Inc | 清仓 | -$10.40万 |
| REAP Financial Group, LLC | 减仓 | -$8.23万 |
| Waterloo Capital, L.P. | 减仓 | -$6.64万 |
| JPMORGAN CHASE & CO | 减仓 | -$6.17万 |
| EVOLUTION WEALTH MANAGEMENT INC. | 减仓 | -$5.58万 |
| Janney Montgomery Scott LLC | 减仓 | -$5.19万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$5.11万 |
| QTR Family Wealth, LLC | 减仓 | -$3.19万 |
| Luminist Capital LLC | 减仓 | -$2.38万 |
| LANARK FINANCIAL, INC. | 减仓 | -$8,299 |
| BANK OF AMERICA CORP /DE/ | 清仓 | -$4,363 |
| Creative Planning | 减仓 | -$2,465 |
2026Q1 最大持有机构
导出全部持有机构 CSV 🔒| 机构 | 持股 | 市值 | 占该机构组合 | 变动股数 | 操作 |
|---|---|---|---|---|---|
| Bison Wealth, LLC | 2,004,976 | $1.15亿 | 10.91% | 263,374 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 282,861 | $1,422.79万 | 0.00% | 33,659 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 178,498 | $897.85万 | 0.00% | -10,878 | 减仓 |
| Legacy Private Trust Co. | 86,193 | $433.55万 | 0.27% | 1,056 | 加仓 |
| JPMORGAN CHASE & CO | 88,416 | $430.32万 | 0.00% | -1,268 | 减仓 |
| ROYAL BANK OF CANADA | 67,093 | $337.50万 | 0.00% | 387 | 加仓 |
| EVOLUTION WEALTH MANAGEMENT INC. | 42,043 | $211.48万 | 1.54% | -1,110 | 减仓 |
| Janney Montgomery Scott LLC | 36,890 | $185.60万 | 0.00% | -1,031 | 减仓 |
| Private Advisor Group, LLC | 35,611 | $179.12万 | 0.01% | 332 | 加仓 |
| Johnson & White Wealth Management, LLC | 35,063 | $176.37万 | 0.75% | 1,958 | 加仓 |
| Smartleaf Asset Management LLC | 35,611 | $173.32万 | 0.06% | 229 | 加仓 |
| Apollon Wealth Management, LLC | 34,450 | $173.28万 | 0.03% | 34,450 | 新建仓 |
| SHELTON CAPITAL MANAGEMENT | 27,131 | $136.47万 | 0.03% | 27,131 | 新建仓 |
| OLD MISSION CAPITAL LLC | 14,842 | $74.66万 | 0.01% | 8,548 | 加仓 |
| Equitable Holdings, Inc. | 13,304 | $70.79万 | 0.00% | -14,099 | 减仓 |
| LPL Financial LLC | 13,951 | $70.17万 | 0.00% | 6,759 | 加仓 |
| LANARK FINANCIAL, INC. | 12,435 | $62.55万 | 0.05% | -165 | 减仓 |
| STIFEL FINANCIAL CORP | 12,250 | $61.62万 | 0.00% | 0 | 不变 |
| REAP Financial Group, LLC | 9,957 | $50.08万 | 0.10% | -1,636 | 减仓 |
| Luminist Capital LLC | 8,352 | $42.01万 | 0.56% | -474 | 减仓 |
| Brooklyn Investment Group | 8,237 | $41.43万 | 0.01% | 8,237 | 新建仓 |
| Waterloo Capital, L.P. | 7,810 | $39.28万 | 0.03% | -1,320 | 减仓 |
| GTS SECURITIES LLC | 7,803 | $39.25万 | 0.01% | 3,862 | 加仓 |
| OSAIC HOLDINGS, INC. | 7,614 | $38.30万 | 0.00% | -1,015 | 减仓 |
| AE Wealth Management LLC | 7,211 | $36.27万 | 0.00% | -2,490 | 减仓 |
| NICOLET BANKSHARES INC | 7,200 | $36.22万 | 0.01% | 0 | 不变 |
| Modera Wealth Management, LLC | 7,066 | $35.54万 | 0.00% | 7,066 | 新建仓 |
| Elevation Advisory Partners LLC | 6,156 | $33.57万 | 0.31% | — | — |
| RiverFront Investment Group, LLC | 6,577 | $33.08万 | 0.01% | 0 | 不变 |
| QTR Family Wealth, LLC | 4,557 | $24.49万 | 0.10% | -593 | 减仓 |
| Creative Planning | 4,073 | $20.49万 | 0.00% | -49 | 减仓 |
| Atlantic Union Bankshares Corp | 3,783 | $19.03万 | 0.00% | 98 | 加仓 |
| Beaird Harris Wealth Management, LLC | 2,219 | $11.16万 | 0.01% | 0 | 不变 |
| MORGAN STANLEY | 1,800 | $9.05万 | 0.00% | 165 | 加仓 |
| UBS Group AG | 419 | $2.11万 | 0.00% | 238 | 加仓 |
| Noble Wealth Management PBC | 400 | $2.01万 | 0.01% | 0 | 不变 |
内部人交易（Form 4）
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