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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2.1%
內部人0.0%
機構家數44
機構 2.1%內部人 0.0%其他流通 97.9%
13F 申報機構(前 25)25季度 2026-03-31
前 25 大申報市值$5.81M已顯示持有人市值總和
淨持倉變化10 增持 · 0 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
PFG Investments, LLCCIK 0001973224
201,000$757.77K+201,000NEW
BANK OF AMERICA CORP /DE/CIK 0000070858
200,656$756.47K+200,656NEW
MARSHALL WACE, LLPCIK 0001318757
200,359$755.36K+200,359NEW
ROYAL BANK OF CANADACIK 0001000275
171,961$648.00K+171,961NEW
Integrated Wealth Concepts LLCCIK 0001737109
86,815$327.29K+86,815NEW
VALLEY FORGE INVESTMENT CONSULTANTS INC ADVCIK 0000920655
77,698$292.92K+77,698NEW
BANK OF MONTREAL /CAN/CIK 0000927971
62,900$237.13K+62,900NEW
CAPTRUST FINANCIAL ADVISORSCIK 0001512024
62,367$235.12K+32,367↑ INC
UBS Group AGCIK 0001610520
61,517$231.92K+61,517NEW
OSAIC HOLDINGS, INC.CIK 0001677044
39,991$150.76K+39,991NEW
Patriot Financial Group Insurance Agency, LLCCIK 0001694883
37,000$139.49K+37,000NEW
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272
33,350$125.73K+33,350NEW
Cetera Investment AdvisersCIK 0001666741
31,400$118.38K+31,400NEW
McKinley Carter Wealth Services, Inc.CIK 0001484265
30,892$116.46K+30,892NEW
TD Waterhouse Canada Inc.CIK 0001999606
23,800$102.85K+23,800NEW
Traynor Capital Management, Inc.CIK 0001666786
25,500$95.11K+25,500NEW
SPROTT INC.CIK 0001512920
25,000$94.25K+25,000NEW
Busey BankCIK 0001427202
25,000$94.25K+25,000NEW
LIBERTY WEALTH MANAGEMENT LLCCIK 0001769302
22,000$82.94K+22,000NEW
GREAT VALLEY ADVISOR GROUP, INC.CIK 0001769897
21,000$79.17K+21,000NEW
Almanack Investment Partners, LLC.CIK 0001680613
20,925$78.89K+20,925NEW
JPMORGAN CHASE & COCIK 0000019617
13,462$78.62K+13,462NEW
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543
20,000$75.40K+20,000NEW
Arax Advisory PartnersCIK 0001586767
18,028$67.97K+18,028NEW
Mariner, LLCCIK 0001373442
17,875$67.39K+17,875NEW

增持最多(買方)

申報機構Δ 持股市值
PFG Investments, LLCNEW
+201,000$757.77K
BANK OF AMERICA CORP /DE/NEW
+200,656$756.47K
MARSHALL WACE, LLPNEW
+200,359$755.36K
ROYAL BANK OF CANADANEW
+171,961$648.00K
Integrated Wealth Concepts LLCNEW
+86,815$327.29K
VALLEY FORGE INVESTMENT CONSULTANTS INC ADVNEW
+77,698$292.92K
BANK OF MONTREAL /CAN/NEW
+62,900$237.13K
UBS Group AGNEW
+61,517$231.92K
OSAIC HOLDINGS, INC.NEW
+39,991$150.76K
Patriot Financial Group Insurance Agency, LLCNEW
+37,000$139.49K

減持最多(賣方)

本季無減持資料。