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。
| 申報機構 | 持股數 | 市值 | Δ 持股 | 變動 |
|---|---|---|---|---|
OSAIC HOLDINGS, INC.CIK 0001677044 | 513,879 | $3.61M | +4,247 | ↑ INC |
Pathstone Holdings, LLCCIK 0002011612 | 463,549 | $3.25M | +299,193 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 452,466 | $3.18M | +7,294 | ↑ INC |
Shaker Financial Services, LLCCIK 0001511794 | 303,614 | $2.17M | +123,230 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 309,563 | $2.17M | +13,282 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 303,422 | $2.13M | -29,218 | ↓ DEC |
Rareview Capital LLCCIK 0002044533 | 270,627 | $2.09M | +270,627 | NEW |
MORGAN STANLEYCIK 0000895421 | 271,102 | $1.90M | -14,052 | ↓ DEC |
Everstar Asset Management, LLCCIK 0002023744 | 256,538 | $1.80M | +46,168 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 251,357 | $1.76M | -82,531 | ↓ DEC |
Whipplewood Advisors, LLCCIK 0002052510 | 214,786 | $1.51M | +1,078 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 203,528 | $1.43M | +7,181 | ↑ INC |
HOURGLASS CAPITAL, LLCCIK 0001442573 | 195,600 | $1.37M | +195,600 | NEW |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 188,652 | $1.32M | +1,213 | ↑ INC |
Thomas J. Herzfeld Advisors, Inc.CIK 0001509510 | 172,416 | $1.21M | -150,477 | ↓ DEC |
Fiera Capital CorpCIK 0001505817 | 160,303 | $1.13M | -5,870 | ↓ DEC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 159,721 | $1.12M | -4,874 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 113,240 | $794.95K | +1,169 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 107,840 | $757.04K | -3,797 | ↓ DEC |
Kovack Advisors, Inc.CIK 0001728321 | 98,058 | $696.21K | +1,696 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 95,644 | $671.43K | -3,884 | ↓ DEC |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.CIK 0001536186 | 95,278 | $668.85K | -66,327 | ↓ DEC |
Comprehensive Money Management Services LLCCIK 0002058921 | 86,325 | $606.00K | +100 | ↑ INC |
Bramshill Investments, LLCCIK 0001619899 | 84,116 | $590.49K | -533 | ↓ DEC |
Wealthstar Advisors, LLCCIK 0001602224 | 82,886 | $581.86K | +4,282 | ↑ INC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Pathstone Holdings, LLC↑ INC | +299,193 | $3.25M |
Rareview Capital LLCNEW | +270,627 | $2.09M |
HOURGLASS CAPITAL, LLCNEW | +195,600 | $1.37M |
Shaker Financial Services, LLC↑ INC | +123,230 | $2.17M |
Everstar Asset Management, LLC↑ INC | +46,168 | $1.80M |
CITADEL ADVISORS LLCNEW | +18,449 | $129.51K |
Virtu Financial LLC↑ INC | +16,421 | $354.00 |
LPL Financial LLC↑ INC | +13,282 | $2.17M |
SMITH, MOORE & CO.NEW | +13,000 | $91.26K |
INDEPENDENT FINANCIAL GROUP, LLC↑ INC | +11,221 | $165.84K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Thomas J. Herzfeld Advisors, Inc.↓ DEC | -150,477 | $1.21M |
Invesco Ltd.↓ DEC | -82,531 | $1.76M |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.↓ DEC | -66,327 | $668.85K |
AMERIPRISE FINANCIAL INC↓ DEC | -29,218 | $2.13M |
Maridea Wealth Management LLC↓ DEC | -18,680 | $83.19K |
MORGAN STANLEY↓ DEC | -14,052 | $1.90M |
IHT Wealth Management, LLC↓ DEC | -6,300 | $285.71K |
Fiera Capital Corp↓ DEC | -5,870 | $1.13M |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -4,874 | $1.12M |
STIFEL FINANCIAL CORP↓ DEC | -3,884 | $671.43K |