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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78
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$35.53M已顯示持有人市值總和
淨持倉變化10 增持 · 0 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
MORGAN STANLEYCIK 0000895421
1,046,205$11.56M+1,046,205NEW
WELLS FARGO & COMPANY/MNCIK 0000072971
439,275$4.85M+439,275NEW
BANK OF AMERICA CORP /DE/CIK 0000070858
209,860$2.32M+209,860NEW
OSAIC HOLDINGS, INC.CIK 0001677044
186,512$2.06M+186,512NEW
NWF Advisory Services Inc.CIK 0002045735
142,814$1.58M+142,814NEW
ROYAL BANK OF CANADACIK 0001000275
118,292$1.31M+118,292NEW
Samalin Investment Counsel, LLCCIK 0001544366
105,045$1.16M+105,045NEW
Advisors Asset Management, Inc.CIK 0001297376
100,403$1.11M+100,403NEW
OneAscent Financial Services LLCCIK 0001780985
81,541$901.03K+81,541NEW
AlphaCore Capital LLCCIK 0001713662
81,308$898.45K+81,308NEW
LPL Financial LLCCIK 0001403438
77,796$859.64K+77,796NEW
Advisory Advocates, LLCCIK 0002111697
77,138$852.38K+77,138NEW
RAYMOND JAMES FINANCIAL INCCIK 0000720005
65,794$727.02K+65,794NEW
OPPENHEIMER & CO INCCIK 0000822581
61,711$681.91K+61,711NEW
Kestra Advisory Services, LLCCIK 0001830819
59,608$658.66K+59,608NEW
Baird Financial Group, Inc.CIK 0001648711
47,269$522.32K+47,269NEW
Mezzasalma Advisors, LLCCIK 0001864916
46,642$515.40K+46,642NEW
Private Advisor Group, LLCCIK 0001567755
44,289$489.39K+44,289NEW
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891
43,848$484.52K+43,848NEW
Marshall & Sterling Wealth Advisors Inc.CIK 0002056315
40,887$451.80K+40,887NEW
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272
31,600$349.18K+31,600NEW
UBS Group AGCIK 0001610520
28,762$317.82K+28,762NEW
Abel Hall, LLCCIK 0002013339
27,999$309.39K+27,999NEW
AMERIPRISE FINANCIAL INCCIK 0000820027
25,443$281.14K+25,443NEW
Quarry LPCIK 0001965207
25,317$279.75K+25,317NEW

增持最多(買方)

申報機構Δ 持股市值
MORGAN STANLEYNEW
+1,046,205$11.56M
WELLS FARGO & COMPANY/MNNEW
+439,275$4.85M
BANK OF AMERICA CORP /DE/NEW
+209,860$2.32M
OSAIC HOLDINGS, INC.NEW
+186,512$2.06M
NWF Advisory Services Inc.NEW
+142,814$1.58M
ROYAL BANK OF CANADANEW
+118,292$1.31M
Samalin Investment Counsel, LLCNEW
+105,045$1.16M
Advisors Asset Management, Inc.NEW
+100,403$1.11M
OneAscent Financial Services LLCNEW
+81,541$901.03K
AlphaCore Capital LLCNEW
+81,308$898.45K

減持最多(賣方)

本季無減持資料。