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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–
內部人–
機構家數42
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$23.16M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
ROYAL BANK OF CANADACIK 0001000275
401,952$4.32M+10,721↑ INC
LPL Financial LLCCIK 0001403438
284,570$3.06M+32,980↑ INC
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543
226,534$2.44M-35,794↓ DEC
MORGAN STANLEYCIK 0000895421
194,911$2.10M+24,992↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
148,042$1.59M+37,085↑ INC
GUGGENHEIM CAPITAL LLCCIK 0001283072
134,573$1.45M+74,234↑ INC
Baird Financial Group, Inc.CIK 0001648711
134,409$1.44M+7,753↑ INC
Venture Visionary Partners LLCCIK 0001792283
124,968$1.34M+50↑ INC
Thomas J. Herzfeld Advisors, Inc.CIK 0001509510
114,887$1.24M-6,965↓ DEC
ROBINSON CAPITAL MANAGEMENT, LLCCIK 0001599795
53,687$595.39K–no_change
OSAIC HOLDINGS, INC.CIK 0001677044
41,585$447.06K-5,075↓ DEC
Aviance Capital Partners, LLCCIK 0001542383
41,174$442.62K+626↑ INC
Noble Wealth Management PBCCIK 0002055065
34,797$374.07K+20,900↑ INC
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272
33,988$365.37K-1,909↓ DEC
SeaCrest Wealth Management, LLCCIK 0001728121
31,280$336.26K-1,092↓ DEC
JOURNEY STRATEGIC WEALTH LLCCIK 0001909316
28,850$310.14K+15,500↑ INC
INTEGRATED CAPITAL MANAGEMENT, INC.CIK 0001608826
17,566$188.83K-108↓ DEC
BANK OF AMERICA CORP /DE/CIK 0000070858
17,109$183.93K+70↑ INC
OPPENHEIMER & CO INCCIK 0000822581
15,500$166.63K–no_change
CHOREO, LLCCIK 0001679031
15,498$166.60K-560↓ DEC
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
14,220$152.87K+798↑ INC
UBS Group AGCIK 0001610520
13,929$149.74K-12,875↓ DEC
Equitable Holdings, Inc.CIK 0001333986
11,615$128.46K+11,615NEW
MML INVESTORS SERVICES, LLCCIK 0000701059
10,641$114.39K-2,824↓ DEC
CoreCap Advisors, LLCCIK 0001902501
6,400$68.80K–no_change

增持最多(買方)

申報機構Δ 持股市值
GUGGENHEIM CAPITAL LLC↑ INC
+74,234$1.45M
SIT INVESTMENT ASSOCIATES INC↑ INC
+56,402$971.00
COHEN & STEERS, INC.NEW
+40,000$430.00
RAYMOND JAMES FINANCIAL INC↑ INC
+37,085$1.59M
LPL Financial LLC↑ INC
+32,980$3.06M
MORGAN STANLEY↑ INC
+24,992$2.10M
Noble Wealth Management PBC↑ INC
+20,900$374.07K
JOURNEY STRATEGIC WEALTH LLC↑ INC
+15,500$310.14K
Equitable Holdings, Inc.NEW
+11,615$128.46K
ROYAL BANK OF CANADA↑ INC
+10,721$4.32M

減持最多(賣方)

申報機構Δ 持股市值
ENVESTNET ASSET MANAGEMENT INC↓ DEC
-35,794$2.44M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC
-24,227$60.20K
UBS Group AG↓ DEC
-12,875$149.74K
Thomas J. Herzfeld Advisors, Inc.↓ DEC
-6,965$1.24M
OSAIC HOLDINGS, INC.↓ DEC
-5,075$447.06K
MML INVESTORS SERVICES, LLC↓ DEC
-2,824$114.39K
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC
-1,909$365.37K
SeaCrest Wealth Management, LLC↓ DEC
-1,092$336.26K
Cambridge Investment Research Advisors, Inc.↓ DEC
-1,006$390.00
CHOREO, LLC↓ DEC
-560$166.60K