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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26
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$1.30M已顯示持有人市值總和
淨持倉變化8 增持 · 7 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
EverSource Wealth Advisors, LLCCIK 0001710537
54,843$377.87K+54,641↑ INC
Almitas Capital LLCCIK 0001596468
127,491$206.52K+127,491NEW
MOSAIC FAMILY WEALTH PARTNERS, LLCCIK 0001965241
101,665$164.69K-3,880↓ DEC
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
58,764$95.19K+44,737↑ INC
OSAIC HOLDINGS, INC.CIK 0001677044
51,535$83.48K-628↓ DEC
MGO ONE SEVEN LLCCIK 0001731444
41,000$66.42K–no_change
Collaborative Wealth Managment Inc.CIK 0001896419
28,473$46.12K–no_change
RHODES INVESTMENT ADVISORS INC /ADVCIK 0001005186
25,000$40.50K–no_change
LPL Financial LLCCIK 0001403438
20,665$33.48K-11,198↓ DEC
Kovack Advisors, Inc.CIK 0001728321
20,073$32.92K–no_change
PNC FINANCIAL SERVICES GROUP, INC.CIK 0000713676
20,000$32.40K–no_change
MORGAN STANLEYCIK 0000895421
13,362$21.65K+13,361↑ INC
CITADEL ADVISORS LLCCIK 0001423053
13,043$21.13K-953↓ DEC
XTX Topco LtdCIK 0001828301
11,235$18.20K+11,235NEW
Creative PlanningCIK 0001540235
10,011$16.22K-16,247↓ DEC
Axiom Investment Management LLCCIK 0001513703
8,625$13.97K-31,010↓ DEC
Allworth Financial LPCIK 0001555170
6,780$10.98K–no_change
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891
3,321$5.38K-3,970↓ DEC
UBS Group AGCIK 0001610520
1,913$3.10K+1,384↑ INC
SIT INVESTMENT ASSOCIATES INCCIK 0000769317
1,597,150$2.59K+145,115↑ INC
CWM, LLCCIK 0001535847
1,337$2.17K–no_change
FIFTH THIRD BANCORPCIK 0000035527
1,000$1.62K–no_change
SOA Wealth Advisors, LLC.CIK 0001849444
386$625.00–no_change
PIN OAK INVESTMENT ADVISORS INCCIK 0001094584
171,400$278.00–no_change
Cambridge Investment Research Advisors, Inc.CIK 0001419186
29,964$49.00+2,500↑ INC

增持最多(買方)

申報機構Δ 持股市值
SIT INVESTMENT ASSOCIATES INC↑ INC
+145,115$2.59K
Almitas Capital LLCNEW
+127,491$206.52K
EverSource Wealth Advisors, LLC↑ INC
+54,641$377.87K
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC
+44,737$95.19K
MORGAN STANLEY↑ INC
+13,361$21.65K
XTX Topco LtdNEW
+11,235$18.20K
Cambridge Investment Research Advisors, Inc.↑ INC
+2,500$49.00
UBS Group AG↑ INC
+1,384$3.10K

減持最多(賣方)

申報機構Δ 持股市值
Axiom Investment Management LLC↓ DEC
-31,010$13.97K
Creative Planning↓ DEC
-16,247$16.22K
LPL Financial LLC↓ DEC
-11,198$33.48K
WOLVERINE ASSET MANAGEMENT LLC↓ DEC
-3,970$5.38K
MOSAIC FAMILY WEALTH PARTNERS, LLC↓ DEC
-3,880$164.69K
CITADEL ADVISORS LLC↓ DEC
-953$21.13K
OSAIC HOLDINGS, INC.↓ DEC
-628$83.48K