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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32.2%
內部人0.0%
機構家數55
機構 32.2%內部人 0.0%其他流通 67.8%
13F 申報機構(前 25)25季度 2026-03-31
前 25 大申報市值$89.89M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
MORGAN STANLEYCIK 0000895421
1,996,439$36.24M+17,525↑ INC
ROYAL BANK OF CANADACIK 0001000275
657,842$11.94M+20,841↑ INC
Advisors Asset Management, Inc.CIK 0001297376
387,562$7.03M+110,630↑ INC
WELLS FARGO & COMPANY/MNCIK 0000072971
387,368$7.03M+40,555↑ INC
UBS Group AGCIK 0001610520
383,581$6.96M-12,100↓ DEC
Invesco Ltd.CIK 0000914208
259,859$4.72M-13,697↓ DEC
STIFEL FINANCIAL CORPCIK 0000720672
156,222$2.84M-33,412↓ DEC
FIRST TRUST ADVISORS LPCIK 0001125816
121,961$2.21M+12,333↑ INC
EVOLVE PRIVATE WEALTH, LLCCIK 0002111131
68,788$1.25M+83↑ INC
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272
64,570$1.17M+2,315↑ INC
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543
61,670$1.12M+14,310↑ INC
Cetera Investment AdvisersCIK 0001666741
61,262$1.11M+15,984↑ INC
Closed-End Fund Advisors, Inc.CIK 0002103520
54,494$989.07K-24,084↓ DEC
Summit Financial, LLCCIK 0001765536
49,998$915.29K+38,766↑ INC
Equitable Holdings, Inc.CIK 0001333986
41,380$751.05K+41,380NEW
MILLENNIUM MANAGEMENT LLCCIK 0001273087
27,970$507.66K+27,970NEW
BANK OF AMERICA CORP /DE/CIK 0000070858
26,858$487.47K+26,516↑ INC
Concorde Asset Management, LLCCIK 0001631773
24,400$446.69K-1,700↓ DEC
LPL Financial LLCCIK 0001403438
20,593$373.76K+4,987↑ INC
UHLMANN PRICE SECURITIES, LLCCIK 0001035344
19,866$360.58K+313↑ INC
SMITH CHAS P & ASSOCIATES PA CPASCIK 0001082509
18,000$326.70K-3,000↓ DEC
Seed Wealth Management, Inc.CIK 0001963728
17,030$309.10K-4,520↓ DEC
Lido Advisors, LLCCIK 0001650150
15,054$275.59K-55↓ DEC
&PARTNERSCIK 0000107136
15,029$272.77K-1,052↓ DEC
CHOREO, LLCCIK 0001679031
13,747$251.71K+1,210↑ INC

增持最多(買方)

申報機構Δ 持股市值
Advisors Asset Management, Inc.↑ INC
+110,630$7.03M
Equitable Holdings, Inc.NEW
+41,380$751.05K
WELLS FARGO & COMPANY/MN↑ INC
+40,555$7.03M
Summit Financial, LLC↑ INC
+38,766$915.29K
MILLENNIUM MANAGEMENT LLCNEW
+27,970$507.66K
BESSEMER GROUP INC↑ INC
+27,235$508.00
BANK OF AMERICA CORP /DE/↑ INC
+26,516$487.47K
ROYAL BANK OF CANADA↑ INC
+20,841$11.94M
MORGAN STANLEY↑ INC
+17,525$36.24M
Cetera Investment Advisers↑ INC
+15,984$1.11M

減持最多(賣方)

申報機構Δ 持股市值
SIT INVESTMENT ASSOCIATES INC↓ DEC
-264,484$44.02K
STIFEL FINANCIAL CORP↓ DEC
-33,412$2.84M
Closed-End Fund Advisors, Inc.↓ DEC
-24,084$989.07K
Invesco Ltd.↓ DEC
-13,697$4.72M
UBS Group AG↓ DEC
-12,100$6.96M
Catalina Capital Group, LLC↓ DEC
-11,007$228.18K
Ritter Daniher Financial Advisory LLC / DE↓ DEC
-4,580$86.52K
Seed Wealth Management, Inc.↓ DEC
-4,520$309.10K
SMITH CHAS P & ASSOCIATES PA CPAS↓ DEC
-3,000$326.70K
OSAIC HOLDINGS, INC.↓ DEC
-2,552$63.24K