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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65
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$23.73M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
ABSOLUTE INVESTMENT ADVISERS, LLCCIK 0001316187
1,436,699$4.08M+1,400,984↑ INC
MORGAN STANLEYCIK 0000895421
1,407,077$4.00M-401,657↓ DEC
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891
839,705$2.38M+359,105↑ INC
Quarry LPCIK 0001965207
624,455$1.77M+579,109↑ INC
Advisors Asset Management, Inc.CIK 0001297376
490,165$1.39M+3↑ INC
Shaker Financial Services, LLCCIK 0001511794
389,610$1.11M+270,521↑ INC
LPL Financial LLCCIK 0001403438
368,021$1.05M+31,842↑ INC
Independent Advisor AllianceCIK 0001696899
356,420$1.01M-70,532↓ DEC
Calamos Advisors LLCCIK 0001316507
354,913$1.01M+137,195↑ INC
OSAIC HOLDINGS, INC.CIK 0001677044
326,847$928.25K+9,185↑ INC
Kanen Wealth Management LLCCIK 0001681614
241,000$684.44K+49,000↑ INC
NWF Advisory Services Inc.CIK 0002045735
239,300$679.61K-13,906↓ DEC
BANK OF AMERICA CORP /DE/CIK 0000070858
216,408$614.60K+2,989↑ INC
1607 Capital Partners, LLCCIK 0001436866
178,795$507.78K+178,795NEW
Private Advisor Group, LLCCIK 0001567755
167,643$476.11K+102,872↑ INC
Concorde Asset Management, LLCCIK 0001631773
160,300$455.25K-4,600↓ DEC
Cetera Investment AdvisersCIK 0001666741
113,205$321.50K-8,402↓ DEC
ROYAL BANK OF CANADACIK 0001000275
77,533$220.00K+8,906↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
76,670$217.74K+3,090↑ INC
BENJAMIN EDWARDS INCCIK 0001451623
60,022$170.46K+1,340↑ INC
WELLS FARGO & COMPANY/MNCIK 0000072971
58,471$166.06K-2,039↓ DEC
Live Oak Private Wealth LLCCIK 0001799877
56,138$159.43K–no_change
Kestra Advisory Services, LLCCIK 0001830819
48,256$137.05K-11,058↓ DEC
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543
35,818$101.72K+3,738↑ INC
Parcion Private Wealth LLCCIK 0001801263
33,333$94.67K–no_change

增持最多(買方)

申報機構Δ 持股市值
ABSOLUTE INVESTMENT ADVISERS, LLC↑ INC
+1,400,984$4.08M
Quarry LP↑ INC
+579,109$1.77M
WOLVERINE ASSET MANAGEMENT LLC↑ INC
+359,105$2.38M
Shaker Financial Services, LLC↑ INC
+270,521$1.11M
1607 Capital Partners, LLCNEW
+178,795$507.78K
Calamos Advisors LLC↑ INC
+137,195$1.01M
Private Advisor Group, LLC↑ INC
+102,872$476.11K
Kanen Wealth Management LLC↑ INC
+49,000$684.44K
LPL Financial LLC↑ INC
+31,842$1.05M
RESOLUTE WEALTH ADVISOR, INC.NEW
+30,792$87.45K

減持最多(賣方)

申報機構Δ 持股市值
SIT INVESTMENT ASSOCIATES INC↓ DEC
-2,986,330$14.13K
MORGAN STANLEY↓ DEC
-401,657$4.00M
Independent Advisor Alliance↓ DEC
-70,532$1.01M
RHODES INVESTMENT ADVISORS INC /ADV↓ DEC
-16,500$41.18K
NWF Advisory Services Inc.↓ DEC
-13,906$679.61K
Kestra Advisory Services, LLC↓ DEC
-11,058$137.05K
Cetera Investment Advisers↓ DEC
-8,402$321.50K
Concorde Asset Management, LLC↓ DEC
-4,600$455.25K
WELLS FARGO & COMPANY/MN↓ DEC
-2,039$166.06K
Larson Financial Group LLC↓ DEC
-1,105$34.36K