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。
| 申報機構 | 持股數 | 市值 | Δ 持股 | 變動 |
|---|---|---|---|---|
O'SHAUGHNESSY ASSET MANAGEMENT, LLCCIK 0001423442 | 3,994,561 | $13.14M | +927,468 | ↑ INC |
Caprock Group, LLCCIK 0001610769 | 497,265 | $1.67M | +109,425 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 267,082 | $878.70K | +150,164 | ↑ INC |
Kathmere Capital Management, LLCCIK 0001794543 | 261,787 | $861.28K | +65,621 | ↑ INC |
RITHOLTZ WEALTH MANAGEMENTCIK 0001698218 | 217,530 | $715.67K | +145,684 | ↑ INC |
NORTHERN TRUST CORPCIK 0000073124 | 167,610 | $551.44K | +21,406 | ↑ INC |
GOLDMAN SACHS GROUP INCCIK 0000886982 | 166,309 | $547.16K | -50,733 | ↓ DEC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 157,849 | $519.32K | +85,318 | ↑ INC |
LVW Advisors, LLCCIK 0001576053 | 157,549 | $518.34K | +157,549 | NEW |
D'Orazio & Associates, Inc.CIK 0001646821 | 134,000 | $440.86K | +19,504 | ↑ INC |
Neuberger Berman Group LLCCIK 0001465109 | 80,481 | $264.78K | +80,481 | NEW |
Ascent Group, LLCCIK 0001913231 | 52,882 | $173.98K | +13,843 | ↑ INC |
BlackRock, Inc.CIK 0002012383 | 38,863 | $127.86K | +5,104 | ↑ INC |
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389 | 34,999 | $115.15K | +23,289 | ↑ INC |
Mariner, LLCCIK 0001373442 | 33,131 | $108.60K | +3,255 | ↑ INC |
MATTERS CAPITAL LLCCIK 0002110838 | 31,504 | $103.65K | – | no_change |
FMR LLCCIK 0000315066 | 31,039 | $102.12K | +163 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 29,490 | $97.02K | +18,168 | ↑ INC |
MILLENNIUM MANAGEMENT LLCCIK 0001273087 | 24,076 | $79.21K | -2,689 | ↓ DEC |
Ethic Inc.CIK 0001780570 | 23,628 | $77.73K | -3,300 | ↓ DEC |
TOCQUEVILLE ASSET MANAGEMENT L.P.CIK 0000883961 | 21,797 | $71.71K | +8,776 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 20,121 | $67.00K | +15,180 | ↑ INC |
HUB Investment Partners, LLCCIK 0001841815 | 20,208 | $66.48K | -2,781 | ↓ DEC |
Aprio Wealth Management, LLCCIK 0001803519 | 18,573 | $61.10K | -542 | ↓ DEC |
SmartHarvest Portfolios, LLCCIK 0002066604 | 16,371 | $53.86K | +2,863 | ↑ INC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
O'SHAUGHNESSY ASSET MANAGEMENT, LLC↑ INC | +927,468 | $13.14M |
LVW Advisors, LLCNEW | +157,549 | $518.34K |
MORGAN STANLEY↑ INC | +150,164 | $878.70K |
RITHOLTZ WEALTH MANAGEMENT↑ INC | +145,684 | $715.67K |
Caprock Group, LLC↑ INC | +109,425 | $1.67M |
ENVESTNET ASSET MANAGEMENT INC↑ INC | +85,318 | $519.32K |
Neuberger Berman Group LLCNEW | +80,481 | $264.78K |
Kathmere Capital Management, LLC↑ INC | +65,621 | $861.28K |
RENAISSANCE TECHNOLOGIES LLC↑ INC | +23,289 | $115.15K |
NORTHERN TRUST CORP↑ INC | +21,406 | $551.44K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
GOLDMAN SACHS GROUP INC↓ DEC | -50,733 | $547.16K |
Ethic Inc.↓ DEC | -3,300 | $77.73K |
HUB Investment Partners, LLC↓ DEC | -2,781 | $66.48K |
MILLENNIUM MANAGEMENT LLC↓ DEC | -2,689 | $79.21K |
Farther Finance Advisors, LLC↓ DEC | -1,769 | $29.89K |
Compound Planning, Inc.↓ DEC | -1,327 | $41.34K |
UBS Group AG↓ DEC | -1,197 | $174.00 |
Aprio Wealth Management, LLC↓ DEC | -542 | $61.10K |