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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29.7%
內部人0.0%
機構家數56
機構 29.7%內部人 0.0%其他流通 70.3%
13F 申報機構(前 25)25季度 2026-03-31
前 25 大申報市值$54.50M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
MORGAN STANLEYCIK 0000895421
981,247$13.32M+70,488↑ INC
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578
462,511$6.28M-26,702↓ DEC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
364,251$4.94M-9,683↓ DEC
LPL Financial LLCCIK 0001403438
262,516$3.56M+21,438↑ INC
WELLS FARGO & COMPANY/MNCIK 0000072971
238,151$3.23M+3,206↑ INC
OPPENHEIMER & CO INCCIK 0000822581
225,511$3.06M+4,475↑ INC
Advisors Asset Management, Inc.CIK 0001297376
192,539$2.61M-147,709↓ DEC
Closed-End Fund Advisors, Inc.CIK 0002103520
138,277$1.88M-3,295↓ DEC
UBS Group AGCIK 0001610520
130,957$1.78M-23,689↓ DEC
Shaker Financial Services, LLCCIK 0001511794
123,958$1.68M-1,792↓ DEC
OSAIC HOLDINGS, INC.CIK 0001677044
93,796$1.27M+5,089↑ INC
TrueMark Investments, LLCCIK 0001974457
84,876$1.15M+4,320↑ INC
STIFEL FINANCIAL CORPCIK 0000720672
79,045$1.07M+465↑ INC
EVOLVE PRIVATE WEALTH, LLCCIK 0002111131
68,626$931.25K+266↑ INC
STEPHENS INC /AR/CIK 0000757657
63,890$866.99K+1,775↑ INC
Private Advisor Group, LLCCIK 0001567755
62,150$843.38K+1,500↑ INC
ROYAL BANK OF CANADACIK 0001000275
58,471$793.00K+7,585↑ INC
INTEGRITY WEALTH ADVISORS, INC.CIK 0001951908
57,058$774.28K+10,399↑ INC
Kestra Advisory Services, LLCCIK 0001830819
55,513$753.31K-193↓ DEC
Concurrent Investment Advisors, LLCCIK 0002001015
51,859$703.73K+12,330↑ INC
READYSTATE ASSET MANAGEMENT LPCIK 0001900923
50,009$678.62K+36,109↑ INC
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860
45,830$621.91K+5,816↑ INC
Fortis Capital Advisors, LLCCIK 0001959790
41,873$568.22K+30,991↑ INC
Belpointe Asset Management LLCCIK 0001721242
41,873$568.22K+30,991↑ INC
Pathstone Holdings, LLCCIK 0002011612
41,544$563.75K-139,601↓ DEC

增持最多(買方)

申報機構Δ 持股市值
MORGAN STANLEY↑ INC
+70,488$13.32M
READYSTATE ASSET MANAGEMENT LP↑ INC
+36,109$678.62K
Fortis Capital Advisors, LLC↑ INC
+30,991$568.22K
Belpointe Asset Management LLC↑ INC
+30,991$568.22K
LPL Financial LLC↑ INC
+21,438$3.56M
FIFTH THIRD BANCORPNEW
+16,868$228.90K
Concurrent Investment Advisors, LLC↑ INC
+12,330$703.73K
INTEGRITY WEALTH ADVISORS, INC.↑ INC
+10,399$774.28K
Penserra Capital Management LLC↑ INC
+8,026$4.64K
Logan Stone Capital, LLC↑ INC
+7,938$463.80K

減持最多(賣方)

申報機構Δ 持股市值
Advisors Asset Management, Inc.↓ DEC
-147,709$2.61M
Pathstone Holdings, LLC↓ DEC
-139,601$563.75K
JANE STREET GROUP, LLC↓ DEC
-41,046$218.76K
GUGGENHEIM CAPITAL LLC↓ DEC
-39,468$363.43K
RIVERNORTH CAPITAL MANAGEMENT, LLC↓ DEC
-26,702$6.28M
UBS Group AG↓ DEC
-23,689$1.78M
B. Riley Wealth Advisors, Inc.↓ DEC
-18,342$189.02K
RAYMOND JAMES FINANCIAL INC↓ DEC
-9,683$4.94M
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC
-3,663$136.54K
Closed-End Fund Advisors, Inc.↓ DEC
-3,295$1.88M