Stockfacts
應用場景文件定價
登入免費註冊
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
Stockfacts

給投資人與 AI agent 的美股 EOD 資料庫

資料為 EOD 非即時,非投資建議

應用場景Dashboard

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87
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$57.89M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
Allspring Global Investments Holdings, LLCCIK 0001890906
3,450,887$15.94M+106,882↑ INC
MORGAN STANLEYCIK 0000895421
2,592,174$11.98M-253,557↓ DEC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
1,127,720$5.21M+198,519↑ INC
Advisors Asset Management, Inc.CIK 0001297376
884,367$4.09M+490,266↑ INC
1607 Capital Partners, LLCCIK 0001436866
730,280$3.37M–no_change
Invesco Ltd.CIK 0000914208
647,711$2.99M-13,248↓ DEC
LPL Financial LLCCIK 0001403438
513,494$2.37M-10,231↓ DEC
Pathstone Holdings, LLCCIK 0002011612
437,581$2.02M-154,711↓ DEC
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578
337,192$1.56M+280,033↑ INC
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COCIK 0001141802
235,831$1.09M+235,691↑ INC
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272
183,046$845.67K-2,475↓ DEC
Cetera Investment AdvisersCIK 0001666741
178,117$822.90K+76,756↑ INC
UBS Group AGCIK 0001610520
160,312$740.64K-19,080↓ DEC
MOSAIC FAMILY WEALTH PARTNERS, LLCCIK 0001965241
158,945$734.33K+613↑ INC
STIFEL FINANCIAL CORPCIK 0000720672
149,775$691.96K-56,449↓ DEC
ROYAL BANK OF CANADACIK 0001000275
119,009$550.00K-7,415↓ DEC
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543
112,825$521.25K+112,825NEW
OSAIC HOLDINGS, INC.CIK 0001677044
90,665$418.87K-8,868↓ DEC
Fortitude Advisory Group L.L.C.CIK 0001928999
88,913$410.78K–no_change
Compound Planning, Inc.CIK 0001978879
60,746$280.64K–no_change
Regal Investment Advisors LLCCIK 0001559789
58,883$272.04K-8,351↓ DEC
Connecticut Wealth Management, LLCCIK 0001689829
53,880$248.93K–no_change
Yakira Capital Management, Inc.CIK 0001584639
53,749$248.32K+53,749NEW
Northstar Financial Companies, Inc.CIK 0002059828
52,643$243.21K-1,761↓ DEC
ASHTON THOMAS SECURITIES, LLCCIK 0000771572
50,500$233.31K–no_change

增持最多(買方)

申報機構Δ 持股市值
Advisors Asset Management, Inc.↑ INC
+490,266$4.09M
RIVERNORTH CAPITAL MANAGEMENT, LLC↑ INC
+280,033$1.56M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↑ INC
+235,691$1.09M
RAYMOND JAMES FINANCIAL INC↑ INC
+198,519$5.21M
SIT INVESTMENT ASSOCIATES INC↑ INC
+173,171$3.77K
ENVESTNET ASSET MANAGEMENT INCNEW
+112,825$521.25K
Allspring Global Investments Holdings, LLC↑ INC
+106,882$15.94M
Cetera Investment Advisers↑ INC
+76,756$822.90K
Yakira Capital Management, Inc.NEW
+53,749$248.32K
Resurgent Financial Advisors LLCNEW
+27,443$126.79K

減持最多(賣方)

申報機構Δ 持股市值
MORGAN STANLEY↓ DEC
-253,557$11.98M
Pathstone Holdings, LLC↓ DEC
-154,711$2.02M
STIFEL FINANCIAL CORP↓ DEC
-56,449$691.96K
UBS Group AG↓ DEC
-19,080$740.64K
Cambridge Investment Research Advisors, Inc.↓ DEC
-18,000$154.00
BANK OF AMERICA CORP /DE/↓ DEC
-14,965$69.10K
Invesco Ltd.↓ DEC
-13,248$2.99M
LPL Financial LLC↓ DEC
-10,231$2.37M
Procyon Advisors, LLC↓ DEC
-9,000$50.10K
OSAIC HOLDINGS, INC.↓ DEC
-8,868$418.87K