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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30.2%
內部人0.0%
機構家數80
機構 30.2%內部人 0.0%其他流通 69.8%
13F 申報機構(前 25)25季度 2026-03-31
前 25 大申報市值$74.69M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
Tidal Investments LLCCIK 0001600064
398,957$9.38M+310,221↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
383,287$9.01M+158,721↑ INC
UBS Group AGCIK 0001610520
243,557$5.72M+223,070↑ INC
SCOTIA CAPITAL INC.CIK 0001335644
237,986$5.59M+208,277↑ INC
HighTower Advisors, LLCCIK 0001462245
231,703$5.45M-14,339↓ DEC
LPL Financial LLCCIK 0001403438
172,730$4.06M+50,762↑ INC
MORGAN STANLEYCIK 0000895421
150,466$3.54M+67,648↑ INC
Concurrent Investment Advisors, LLCCIK 0002001015
143,986$3.46M+143,986NEW
AMERIPRISE FINANCIAL INCCIK 0000820027
126,386$2.97M+67,628↑ INC
Solstein Capital, LLCCIK 0001730769
125,867$2.96M+29,387↑ INC
GenTrust, LLCCIK 0001697110
122,364$2.88M–no_change
Daiwa Securities Group Inc.CIK 0001481045
94,800$2.23M+31,100↑ INC
RPg Family Wealth Advisory, LLCCIK 0001569884
85,286$2.00M+7,861↑ INC
Risk Paradigm Group, LLCCIK 0001569886
85,196$2.00M+2,204↑ INC
MANUFACTURERS LIFE INSURANCE COMPANY, THECIK 0000928047
77,509$1.82M-252,974↓ DEC
CITADEL ADVISORS LLCCIK 0001423053
63,192$1.49M+46,895↑ INC
Leo Wealth, LLCCIK 0001912202
61,894$1.45M+2,447↑ INC
Modern Wealth Management, LLCCIK 0002001900
59,170$1.40M-3,300↓ DEC
Sanctuary Advisors, LLCCIK 0001777271
51,371$1.21M+51,371NEW
JANE STREET GROUP, LLCCIK 0001595888
50,524$1.19M-2,783↓ DEC
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543
47,274$1.11M+21,764↑ INC
Exit Wealth Advisors, LLC.CIK 0002082744
45,378$1.07M+34,700↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
40,272$946.40K+37,067↑ INC
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
38,600$907.10K-39,301↓ DEC
ROYAL BANK OF CANADACIK 0001000275
36,614$860.00K+14,833↑ INC

增持最多(買方)

申報機構Δ 持股市值
Tidal Investments LLC↑ INC
+310,221$9.38M
UBS Group AG↑ INC
+223,070$5.72M
SCOTIA CAPITAL INC.↑ INC
+208,277$5.59M
BANK OF AMERICA CORP /DE/↑ INC
+158,721$9.01M
Concurrent Investment Advisors, LLCNEW
+143,986$3.46M
MORGAN STANLEY↑ INC
+67,648$3.54M
AMERIPRISE FINANCIAL INC↑ INC
+67,628$2.97M
Sanctuary Advisors, LLCNEW
+51,371$1.21M
LPL Financial LLC↑ INC
+50,762$4.06M
CITADEL ADVISORS LLC↑ INC
+46,895$1.49M

減持最多(賣方)

申報機構Δ 持股市值
MANUFACTURERS LIFE INSURANCE COMPANY, THE↓ DEC
-252,974$1.82M
AE Wealth Management LLC↓ DEC
-41,164$9.99K
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC
-39,301$907.10K
Belvedere Trading LLC↓ DEC
-31,395$211.78K
HighTower Advisors, LLC↓ DEC
-14,339$5.45M
Steward Partners Investment Advisory, LLC↓ DEC
-12,847$767.12K
STIFEL FINANCIAL CORP↓ DEC
-4,637$609.40K
Modern Wealth Management, LLC↓ DEC
-3,300$1.40M
JANE STREET GROUP, LLC↓ DEC
-2,783$1.19M
JONES FINANCIAL COMPANIES LLLP↓ DEC
-2,385$121.28K