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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58.6%
內部人0.0%
機構家數70
機構 58.6%內部人 0.0%其他流通 41.4%
13F 申報機構(前 25)25季度 2026-03-31
前 25 大申報市值$152.18M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
Texas Yale Capital Corp.CIK 0001332342
238,800$26.28M–no_change
WELLS FARGO & COMPANY/MNCIK 0000072971
233,910$25.74M-8,459↓ DEC
MANUFACTURERS LIFE INSURANCE COMPANY, THECIK 0000928047
139,142$15.31M+5,396↑ INC
OSAIC HOLDINGS, INC.CIK 0001677044
136,338$15.00M-9,608↓ DEC
Equitable Holdings, Inc.CIK 0001333986
124,991$14.58M-17,538↓ DEC
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543
112,797$12.41M+23,518↑ INC
Dorsey Wright & AssociatesCIK 0001376772
76,185$8.38M+38,349↑ INC
AMERIPRISE FINANCIAL INCCIK 0000820027
60,779$6.70M+16,840↑ INC
GREAT VALLEY ADVISOR GROUP, INC.CIK 0001769897
39,957$4.40M+35↑ INC
LPL Financial LLCCIK 0001403438
36,162$3.98M+1,987↑ INC
FIFTH THIRD BANCORPCIK 0000035527
31,687$3.49M+31,587↑ INC
Cetera Investment AdvisersCIK 0001666741
29,122$3.20M-7,329↓ DEC
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
14,130$1.55M-14,657↓ DEC
KESTRA PRIVATE WEALTH SERVICES, LLCCIK 0001649451
11,960$1.32M-646↓ DEC
STIFEL FINANCIAL CORPCIK 0000720672
10,831$1.19M+1,795↑ INC
ROYAL BANK OF CANADACIK 0001000275
9,878$1.09M+3,025↑ INC
OneAscent Financial Services LLCCIK 0001780985
9,092$1.00M+1,786↑ INC
Prospera Financial Services IncCIK 0001541625
9,010$991.46K+2,840↑ INC
PRINCIPAL SECURITIES, INC.CIK 0000012600
8,343$918.06K-2,432↓ DEC
MORGAN STANLEYCIK 0000895421
8,311$914.63K-111↓ DEC
VestGen Advisors, LLCCIK 0002050130
7,778$890.87K+7,778NEW
VestGen Investment ManagementCIK 0001511739
7,228$795.37K+555↑ INC
Gateway Wealth Partners, LLCCIK 0001966037
6,430$707.56K+3,271↑ INC
AXXCESS WEALTH MANAGEMENT, LLCCIK 0001911056
6,068$667.72K–no_change
Brown Miller Wealth Management, LLCCIK 0001840084
6,068$667.72K–no_change

增持最多(買方)

申報機構Δ 持股市值
Dorsey Wright & Associates↑ INC
+38,349$8.38M
FIFTH THIRD BANCORP↑ INC
+31,587$3.49M
ENVESTNET ASSET MANAGEMENT INC↑ INC
+23,518$12.41M
AMERIPRISE FINANCIAL INC↑ INC
+16,840$6.70M
VestGen Advisors, LLCNEW
+7,778$890.87K
MANUFACTURERS LIFE INSURANCE COMPANY, THE↑ INC
+5,396$15.31M
CIBC WORLD MARKET INC.NEW
+3,466$381.40K
TWO SIGMA SECURITIES, LLCNEW
+3,356$369.29K
Gateway Wealth Partners, LLC↑ INC
+3,271$707.56K
HighTower Advisors, LLCNEW
+3,247$357.30K

減持最多(賣方)

申報機構Δ 持股市值
PINEBRIDGE INVESTMENTS LLC↓ DEC
-29,054$327.26K
Equitable Holdings, Inc.↓ DEC
-17,538$14.58M
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC
-14,657$1.55M
OSAIC HOLDINGS, INC.↓ DEC
-9,608$15.00M
WELLS FARGO & COMPANY/MN↓ DEC
-8,459$25.74M
Cetera Investment Advisers↓ DEC
-7,329$3.20M
Private Advisory Group LLC↓ DEC
-5,560$270.37K
FLOW TRADERS U.S. LLC↓ DEC
-4,510$1.34K
Focus Financial Network, Inc.↓ DEC
-4,202$428.64K
Artesa Financial Group, LLC↓ DEC
-2,875$417.38K