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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74
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$46.46M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
1,676,154$12.50M+63,885↑ INC
Advisors Asset Management, Inc.CIK 0001297376
658,322$4.91M-7,198↓ DEC
Baird Financial Group, Inc.CIK 0001648711
625,379$4.67M+46,647↑ INC
Kanen Wealth Management LLCCIK 0001681614
528,047$3.94M+47,108↑ INC
Pathstone Holdings, LLCCIK 0002011612
418,120$3.12M+49,304↑ INC
Private Advisor Group, LLCCIK 0001567755
398,702$2.97M-2,303↓ DEC
LPL Financial LLCCIK 0001403438
217,338$1.62M-1,327↓ DEC
WELLS FARGO & COMPANY/MNCIK 0000072971
208,412$1.55M+22,366↑ INC
Cetera Investment AdvisersCIK 0001666741
180,126$1.34M+27,579↑ INC
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891
158,233$1.18M+135,876↑ INC
ROYAL BANK OF CANADACIK 0001000275
152,757$1.14M+3,795↑ INC
UBS Group AGCIK 0001610520
120,903$901.94K-666↓ DEC
Closed-End Fund Advisors, Inc.CIK 0002103520
109,110$813.96K+465↑ INC
AMERIPRISE FINANCIAL INCCIK 0000820027
107,604$802.73K-20,878↓ DEC
OSAIC HOLDINGS, INC.CIK 0001677044
94,922$708.12K+10,770↑ INC
Mutual Advisors, LLCCIK 0001694080
90,143$672.47K-585↓ DEC
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543
67,320$502.21K+22,356↑ INC
Everstar Asset Management, LLCCIK 0002023744
67,254$501.71K-2,900↓ DEC
NWF Advisory Services Inc.CIK 0002045735
57,500$428.95K-2,200↓ DEC
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272
57,010$425.30K-3,683↓ DEC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
56,581$422.10K-12,630↓ DEC
STIFEL FINANCIAL CORPCIK 0000720672
45,623$340.35K-1,208↓ DEC
Steward Partners Investment Advisory, LLCCIK 0001723397
44,551$332.35K–no_change
Merit Financial Group, LLCCIK 0001621225
44,183$329.60K+11,427↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
44,180$329.58K-2,697↓ DEC

增持最多(買方)

申報機構Δ 持股市值
WOLVERINE ASSET MANAGEMENT LLC↑ INC
+135,876$1.18M
MORGAN STANLEY↑ INC
+63,885$12.50M
Pathstone Holdings, LLC↑ INC
+49,304$3.12M
Kanen Wealth Management LLC↑ INC
+47,108$3.94M
Baird Financial Group, Inc.↑ INC
+46,647$4.67M
Cetera Investment Advisers↑ INC
+27,579$1.34M
Stratos Wealth Partners, LTD.↑ INC
+26,202$305.13K
Samara Investment Management, LLCNEW
+22,575$168.41K
WELLS FARGO & COMPANY/MN↑ INC
+22,366$1.55M
ENVESTNET ASSET MANAGEMENT INC↑ INC
+22,356$502.21K

減持最多(賣方)

申報機構Δ 持股市值
NBC SECURITIES, INC.↓ DEC
-64,529$36.95K
READYSTATE ASSET MANAGEMENT LP↓ DEC
-38,873$78.53K
GUGGENHEIM CAPITAL LLC↓ DEC
-28,304$82.05K
AMERIPRISE FINANCIAL INC↓ DEC
-20,878$802.73K
Shaker Financial Services, LLC↓ DEC
-17,137$247.80K
RAYMOND JAMES FINANCIAL INC↓ DEC
-12,630$422.10K
Invesco Ltd.↓ DEC
-9,176$305.50K
Advisors Asset Management, Inc.↓ DEC
-7,198$4.91M
CITADEL ADVISORS LLC↓ DEC
-6,611$149.17K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC
-4,364$45.58K