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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28.7%
內部人0.0%
機構家數92
機構 28.7%內部人 0.0%其他流通 71.3%
13F 申報機構(前 25)25季度 2026-03-31
前 25 大申報市值$118.09M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
103,465$11.42M-7,733↓ DEC
HENGEHOLD CAPITAL MANAGEMENT LLCCIK 0001536430
102,183$11.28M+590↑ INC
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543
97,660$10.78M+74,682↑ INC
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
77,091$8.51M+45,391↑ INC
Steward Partners Investment Advisory, LLCCIK 0001723397
69,126$7.63M+69,101↑ INC
CIBC WORLD MARKET INC.CIK 0001421224
64,544$7.13M+6,105↑ INC
WELLS FARGO & COMPANY/MNCIK 0000072971
54,886$6.06M+20,970↑ INC
MONECO ADVISORS, LLCCIK 0001765690
45,974$5.08M+161↑ INC
JANE STREET GROUP, LLCCIK 0001595888
44,652$4.93M+3,954↑ INC
HighTower Advisors, LLCCIK 0001462245
42,852$4.73M+306↑ INC
CITADEL ADVISORS LLCCIK 0001423053
37,930$4.19M-28,070↓ DEC
OPPENHEIMER & CO INCCIK 0000822581
31,415$3.47M+15,082↑ INC
NATIONAL BANK OF CANADA /FI/CIK 0000926171
29,166$3.22M+28,066↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
27,739$3.06M+12,504↑ INC
UBS Group AGCIK 0001610520
26,079$2.88M+10,430↑ INC
GFS Advisors, LLCCIK 0001427263
6,385$2.75M+6,385NEW
Ashton Thomas Private Wealth, LLCCIK 0002019663
24,297$2.68M–no_change
RAYMOND JAMES FINANCIAL INCCIK 0000720005
23,080$2.55M-45,506↓ DEC
FIDUCIARY FAMILY OFFICE, LLCCIK 0002020280
21,960$2.42M+21,960NEW
Ridge Creek Global, IncCIK 0002111429
21,483$2.37M-70↓ DEC
Ameritas Advisory Services, LLCCIK 0001901275
21,103$2.33M+20,703↑ INC
LPL Financial LLCCIK 0001403438
20,707$2.29M+6,412↑ INC
CAPTRUST FINANCIAL ADVISORSCIK 0001512024
19,864$2.19M+1,371↑ INC
Transamerica Financial Advisors, LLCCIK 0001502149
18,925$2.09M+123↑ INC
NewSquare Capital LLCCIK 0001546989
18,533$2.05M+808↑ INC

增持最多(買方)

申報機構Δ 持股市值
ENVESTNET ASSET MANAGEMENT INC↑ INC
+74,682$10.78M
Steward Partners Investment Advisory, LLC↑ INC
+69,101$7.63M
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC
+45,391$8.51M
NATIONAL BANK OF CANADA /FI/↑ INC
+28,066$3.22M
FIDUCIARY FAMILY OFFICE, LLCNEW
+21,960$2.42M
WELLS FARGO & COMPANY/MN↑ INC
+20,970$6.06M
Ameritas Advisory Services, LLC↑ INC
+20,703$2.33M
Bay Colony Advisory Group, Inc d/b/a Bay Colony AdvisorsNEW
+17,394$1.92M
OPPENHEIMER & CO INC↑ INC
+15,082$3.47M
BANK OF AMERICA CORP /DE/↑ INC
+12,504$3.06M

減持最多(賣方)

申報機構Δ 持股市值
AVALON CAPITAL MANAGEMENT↓ DEC
-81,630$239.15K
RAYMOND JAMES FINANCIAL INC↓ DEC
-45,506$2.55M
CITADEL ADVISORS LLC↓ DEC
-28,070$4.19M
FLOW TRADERS U.S. LLC↓ DEC
-12,323$1.17K
MORGAN STANLEY↓ DEC
-7,733$11.42M
Rockefeller Capital Management L.P.↓ DEC
-2,997$267.86K
Corient Private Wealth LLC↓ DEC
-1,983$220.82K
Pekin Hardy Strauss, Inc.↓ DEC
-1,500$964.98K
Federation des caisses Desjardins du Quebec↓ DEC
-1,446$130.72K
Clearstead Advisors, LLC↓ DEC
-1,038$347.13K