Stockfacts
應用場景文件定價
登入免費註冊
總覽財報趨勢法說會期權機構持股內部人公司行動SEC 文件
Stockfacts

給投資人與 AI agent 的美股 EOD 資料庫

資料為 EOD 非即時,非投資建議

應用場景Dashboard

機構持股 · 13F

第一手 SEC EDGAR 13F-HR 機構持倉:依市值排序的前 25 大持有人,以及本季增持 / 減持最多的機構。季度 2026-03-31。

持倉結構

機構持股–
內部人–
機構家數108
機構 –內部人 –其他流通 100.0%
13F 申報機構(前 25)25季度 2026-03-31
前 25 大申報市值$88.34M已顯示持有人市值總和
淨持倉變化10 增持 · 10 減持本季變動最大的機構

依市值排序的前幾大持有人

顯示 25 筆
申報機構持股數市值Δ 持股變動
RAYMOND JAMES FINANCIAL INCCIK 0000720005
1,598,699$17.84M+64,378↑ INC
WELLS FARGO & COMPANY/MNCIK 0000072971
860,064$9.60M+60,691↑ INC
GUGGENHEIM CAPITAL LLCCIK 0001283072
743,063$8.29M-41,975↓ DEC
Advisors Asset Management, Inc.CIK 0001297376
690,549$7.71M-98,198↓ DEC
MORGAN STANLEYCIK 0000895421
543,111$6.06M+56,834↑ INC
LPL Financial LLCCIK 0001403438
536,305$5.99M-30,700↓ DEC
Koshinski Asset Management, Inc.CIK 0001633389
472,817$5.28M+7,659↑ INC
Arete Wealth Advisors, LLCCIK 0001600151
317,688$3.55M+9,640↑ INC
Baird Financial Group, Inc.CIK 0001648711
286,777$3.20M-13,384↓ DEC
FCA CORP /TXCIK 0001166402
239,080$2.67M+7,855↑ INC
Steward Partners Investment Advisory, LLCCIK 0001723397
226,812$2.53M+8,953↑ INC
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272
164,124$1.83M+767↑ INC
Cyndeo Wealth Partners, LLCCIK 0001950947
153,126$1.71M+14,981↑ INC
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891
152,998$1.71M+144,442↑ INC
Creative PlanningCIK 0001540235
140,964$1.57M+284↑ INC
READYSTATE ASSET MANAGEMENT LPCIK 0001900923
106,373$1.19M+1,793↑ INC
UBS Group AGCIK 0001610520
104,300$1.16M-553↓ DEC
OSAIC HOLDINGS, INC.CIK 0001677044
100,092$1.12M-17,586↓ DEC
Formidable Asset Management, LLCCIK 0001592613
75,204$943.06K-14,112↓ DEC
&PARTNERSCIK 0000107136
73,046$815.19K-8,575↓ DEC
NWF Advisory Services Inc.CIK 0002045735
69,087$771.01K-1,806↓ DEC
ABSOLUTE INVESTMENT ADVISERS, LLCCIK 0001316187
68,391$763.24K+9,389↑ INC
Sanctuary Advisors, LLCCIK 0001777271
66,265$739.51K-1,028↓ DEC
BANK OF AMERICA CORP /DE/CIK 0000070858
60,458$674.71K-9,484↓ DEC
PFG Investments, LLCCIK 0001973224
56,583$631.46K+283↑ INC

增持最多(買方)

申報機構Δ 持股市值
WOLVERINE ASSET MANAGEMENT LLC↑ INC
+144,442$1.71M
RAYMOND JAMES FINANCIAL INC↑ INC
+64,378$17.84M
WELLS FARGO & COMPANY/MN↑ INC
+60,691$9.60M
MORGAN STANLEY↑ INC
+56,834$6.06M
MILLENNIUM MANAGEMENT LLCNEW
+53,470$596.73K
HRT FINANCIAL LPNEW
+25,714$286.00
FIFTH THIRD BANCORPNEW
+18,942$211.39K
Kestra Advisory Services, LLC↑ INC
+16,940$294.97K
Shaker Financial Services, LLC↑ INC
+15,496$406.56K
Cyndeo Wealth Partners, LLC↑ INC
+14,981$1.71M

減持最多(賣方)

申報機構Δ 持股市值
Penserra Capital Management LLC↓ DEC
-645,399$7.34K
SIT INVESTMENT ASSOCIATES INC↓ DEC
-303,896$23.81K
Advisors Asset Management, Inc.↓ DEC
-98,198$7.71M
GUGGENHEIM CAPITAL LLC↓ DEC
-41,975$8.29M
LPL Financial LLC↓ DEC
-30,700$5.99M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC
-27,072$331.75K
Calamos Advisors LLC↓ DEC
-22,860$138.63K
CoreCap Advisors, LLC↓ DEC
-21,765$16.74K
OSAIC HOLDINGS, INC.↓ DEC
-17,586$1.12M
Formidable Asset Management, LLC↓ DEC
-14,112$943.06K