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總覽財報趨勢法說會期權機構持股內部人公司行動SEC 文件
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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30.8%
內部人0.0%
機構家數32
機構 30.8%內部人 0.0%其他流通 69.2%
13F 申報機構(前 25)25季度 2026-03-31
前 25 大申報市值$23.84M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
BANK OF AMERICA CORP /DE/CIK 0000070858
230,147$6.78M+177,032↑ INC
MANUFACTURERS LIFE INSURANCE COMPANY, THECIK 0000928047
126,713$3.73M+29,575↑ INC
Cetera Investment AdvisersCIK 0001666741
80,307$2.37M+3,416↑ INC
AMERIPRISE FINANCIAL INCCIK 0000820027
70,956$2.11M+59,129↑ INC
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543
51,362$1.51M+323↑ INC
Equitable Holdings, Inc.CIK 0001333986
69,378$1.21M-19,000↓ DEC
Leo Wealth, LLCCIK 0001912202
31,247$920.86K+956↑ INC
Steward Partners Investment Advisory, LLCCIK 0001723397
30,249$891.44K-13,166↓ DEC
LPL Financial LLCCIK 0001403438
23,896$704.21K-15,736↓ DEC
STIFEL FINANCIAL CORPCIK 0000720672
21,495$633.47K+233↑ INC
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
17,332$510.77K-22,919↓ DEC
PARTNERS WEALTH MANAGEMENT, LLCCIK 0002054714
16,925$498.78K-3,515↓ DEC
American State Bank (Iowa)CIK 0002122473
14,400$424.37K–no_change
PICTON MAHONEY ASSET MANAGEMENTCIK 0001539041
9,110$268.47K–no_change
Bright Futures Wealth Management, LLC.CIK 0001803980
8,016$236.23K+8,016NEW
CWM, LLCCIK 0001535847
7,143$210.50K-28↓ DEC
UBS Group AGCIK 0001610520
6,653$196.06K-5↓ DEC
BARCLAYS PLCCIK 0000312069
5,105$150.44K–no_change
Knights of Columbus Asset Advisors LLCCIK 0001688666
3,575$105.36K-127↓ DEC
MORGAN STANLEYCIK 0000895421
3,421$100.83K-180↓ DEC
OSAIC HOLDINGS, INC.CIK 0001677044
2,928$86.32K–no_change
ROYAL BANK OF CANADACIK 0001000275
2,789$82.00K-843↓ DEC
PNC FINANCIAL SERVICES GROUP, INC.CIK 0000713676
1,561$46.00K+44↑ INC
Aptus Capital Advisors, LLCCIK 0001664193
1,336$39.37K–no_change
BANK OF MONTREAL /CAN/CIK 0000927971
624$18.39K+624NEW

增持最多(買方)

申報機構Δ 持股市值
BANK OF AMERICA CORP /DE/↑ INC
+177,032$6.78M
AMERIPRISE FINANCIAL INC↑ INC
+59,129$2.11M
MANUFACTURERS LIFE INSURANCE COMPANY, THE↑ INC
+29,575$3.73M
Bright Futures Wealth Management, LLC.NEW
+8,016$236.23K
Cetera Investment Advisers↑ INC
+3,416$2.37M
Leo Wealth, LLC↑ INC
+956$920.86K
BANK OF MONTREAL /CAN/NEW
+624$18.39K
AE Wealth Management LLC↑ INC
+351$10.49K
ENVESTNET ASSET MANAGEMENT INC↑ INC
+323$1.51M
STIFEL FINANCIAL CORP↑ INC
+233$633.47K

減持最多(賣方)

申報機構Δ 持股市值
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC
-22,919$510.77K
Equitable Holdings, Inc.↓ DEC
-19,000$1.21M
LPL Financial LLC↓ DEC
-15,736$704.21K
Steward Partners Investment Advisory, LLC↓ DEC
-13,166$891.44K
PARTNERS WEALTH MANAGEMENT, LLC↓ DEC
-3,515$498.78K
ROYAL BANK OF CANADA↓ DEC
-843$82.00K
Tower Research Capital LLC (TRC)↓ DEC
-208$1.03K
MORGAN STANLEY↓ DEC
-180$100.83K
Knights of Columbus Asset Advisors LLC↓ DEC
-127$105.36K
CWM, LLC↓ DEC
-28$210.50K