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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19.7%
內部人0.0%
機構家數35
機構 19.7%內部人 0.0%其他流通 80.3%
13F 申報機構(前 25)25季度 2026-03-31
前 25 大申報市值$36.35M已顯示持有人市值總和
淨持倉變化10 增持 · 6 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
ArrowMark Colorado Holdings LLCCIK 0001483859
884,834$16.86M+76,758↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
194,853$3.71M+39,469↑ INC
STIFEL FINANCIAL CORPCIK 0000720672
138,963$2.65M-16,841↓ DEC
OSAIC HOLDINGS, INC.CIK 0001677044
113,837$2.17M+67,021↑ INC
Noble Wealth Management PBCCIK 0002055065
106,313$2.03M+25,602↑ INC
Almitas Capital LLCCIK 0001596468
73,252$1.40M+73,252NEW
Closed-End Fund Advisors, Inc.CIK 0002103520
69,773$1.33M+436↑ INC
Hudson Bay Capital Management LPCIK 0001393825
56,666$1.08M+56,666NEW
Everstar Asset Management, LLCCIK 0002023744
47,345$902.40K+1,153↑ INC
MORGAN STANLEYCIK 0000895421
33,718$642.66K+1,717↑ INC
CALDWELL SUTTER CAPITAL, INC.CIK 0000702007
25,693$489.71K+25,000↑ INC
Capital Investment Advisors, LLCCIK 0001582732
24,246$462.13K-1,750↓ DEC
OPPENHEIMER & CO INCCIK 0000822581
23,700$451.72K+1,153↑ INC
Falcon Wealth PlanningCIK 0001839850
16,179$308.37K-1,385↓ DEC
CITADEL ADVISORS LLCCIK 0001423053
16,100$306.87K+3,900↑ INC
Catalina Capital Group, LLCCIK 0002018090
15,717$299.57K+9↑ INC
Rockefeller Capital Management L.P.CIK 0001739439
14,762$281.36K–no_change
Accurate Wealth Management, LLCCIK 0001877728
13,305$259.18K-1,211↓ DEC
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
12,900$245.87K+2,300↑ INC
Private Advisor Group, LLCCIK 0001567755
12,268$233.83K+1,257↑ INC
MAI Capital ManagementCIK 0001040197
5,250$100.06K–no_change
UBS Group AGCIK 0001610520
3,546$67.59K+2,579↑ INC
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860
2,104$40.10K+2,104NEW
CREATIVE FINANCIAL DESIGNS INC /ADVCIK 0000819864
827$15.75K+827NEW
Wilmington Savings Fund Society, FSBCIK 0000900974
700$13.34K+200↑ INC

增持最多(買方)

申報機構Δ 持股市值
ArrowMark Colorado Holdings LLC↑ INC
+76,758$16.86M
Almitas Capital LLCNEW
+73,252$1.40M
OSAIC HOLDINGS, INC.↑ INC
+67,021$2.17M
Hudson Bay Capital Management LPNEW
+56,666$1.08M
RAYMOND JAMES FINANCIAL INC↑ INC
+39,469$3.71M
Noble Wealth Management PBC↑ INC
+25,602$2.03M
CALDWELL SUTTER CAPITAL, INC.↑ INC
+25,000$489.71K
FNY Investment Advisers, LLCNEW
+4,700$89.00
CITADEL ADVISORS LLC↑ INC
+3,900$306.87K
UBS Group AG↑ INC
+2,579$67.59K

減持最多(賣方)

申報機構Δ 持股市值
STIFEL FINANCIAL CORP↓ DEC
-16,841$2.65M
Capital Investment Advisors, LLC↓ DEC
-1,750$462.13K
Falcon Wealth Planning↓ DEC
-1,385$308.37K
Accurate Wealth Management, LLC↓ DEC
-1,211$259.18K
BARD ASSOCIATES INC↓ DEC
-288$1.56K
Russell Investments Group, Ltd.↓ DEC
-34$76.00