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 |
|---|---|---|---|---|
MORGAN STANLEYCIK 0000895421 | 2,197,536 | $16.86M | +126,813 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 1,021,953 | $7.84M | -5,574 | ↓ DEC |
Advisors Asset Management, Inc.CIK 0001297376 | 520,125 | $3.99M | +127,744 | ↑ INC |
Pathstone Holdings, LLCCIK 0002011612 | 346,143 | $2.65M | +213,001 | ↑ INC |
1607 Capital Partners, LLCCIK 0001436866 | 337,461 | $2.59M | +159,304 | ↑ INC |
RIVERBRIDGE PARTNERS LLCCIK 0001112325 | 237,095 | $1.82M | +12,989 | ↑ INC |
UBS Group AGCIK 0001610520 | 213,195 | $1.64M | -8,460 | ↓ DEC |
PFG Investments, LLCCIK 0001973224 | 137,792 | $1.06M | +1,368 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 126,572 | $970.81K | -26,847 | ↓ DEC |
Baird Financial Group, Inc.CIK 0001648711 | 123,619 | $948.16K | -34,006 | ↓ DEC |
Shaker Financial Services, LLCCIK 0001511794 | 119,711 | $918.18K | +9,448 | ↑ INC |
Verity Asset Management, Inc.CIK 0001597298 | 88,859 | $681.55K | +2,050 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 86,310 | $661.98K | -3,699 | ↓ DEC |
Yakira Capital Management, Inc.CIK 0001584639 | 73,490 | $563.67K | -21,098 | ↓ DEC |
SeaCrest Wealth Management, LLCCIK 0001728121 | 65,660 | $503.61K | -3,244 | ↓ DEC |
FIRST FOUNDATION ADVISORSCIK 0001086763 | 61,339 | $470.47K | – | no_change |
Kestra Advisory Services, LLCCIK 0001830819 | 57,020 | $437.34K | – | no_change |
Next Capital Management LLCCIK 0001752762 | 55,109 | $422.69K | – | no_change |
Total Wealth Planning & Management, Inc.CIK 0002058383 | 44,760 | $343.31K | +4,311 | ↑ INC |
Closed-End Fund Advisors, Inc.CIK 0002103520 | 40,635 | $311.67K | +1,625 | ↑ INC |
Gateway Wealth Partners, LLCCIK 0001966037 | 39,226 | $300.86K | +20,816 | ↑ INC |
FIFTH THIRD BANCORPCIK 0000035527 | 37,353 | $286.50K | +37,353 | NEW |
Prime Capital Investment Advisors, LLCCIK 0001731446 | 34,165 | $262.05K | -12,723 | ↓ DEC |
Almitas Capital LLCCIK 0001596468 | 33,963 | $260.50K | – | no_change |
Navis Wealth Advisors, LLCCIK 0001849055 | 30,176 | $231.45K | +1,040 | ↑ INC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
SIT INVESTMENT ASSOCIATES INC↑ INC | +291,635 | $4.06K |
Pathstone Holdings, LLC↑ INC | +213,001 | $2.65M |
1607 Capital Partners, LLC↑ INC | +159,304 | $2.59M |
Advisors Asset Management, Inc.↑ INC | +127,744 | $3.99M |
MORGAN STANLEY↑ INC | +126,813 | $16.86M |
FIFTH THIRD BANCORPNEW | +37,353 | $286.50K |
Gateway Wealth Partners, LLC↑ INC | +20,816 | $300.86K |
Ascentis Independent AdvisorsNEW | +16,484 | $126.43K |
WFA of San Diego, LLC↑ INC | +13,875 | $116.39K |
RIVERBRIDGE PARTNERS LLC↑ INC | +12,989 | $1.82M |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Logan Stone Capital, LLC↓ DEC | -93,938 | $181.81K |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC↓ DEC | -52,377 | $7.16K |
Baird Financial Group, Inc.↓ DEC | -34,006 | $948.16K |
LPL Financial LLC↓ DEC | -26,847 | $970.81K |
Yakira Capital Management, Inc.↓ DEC | -21,098 | $563.67K |
HighTower Advisors, LLC↓ DEC | -16,197 | $103.61K |
Prime Capital Investment Advisors, LLC↓ DEC | -12,723 | $262.05K |
CoreCap Advisors, LLC↓ DEC | -9,554 | $116.67K |
UBS Group AG↓ DEC | -8,460 | $1.64M |
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC | -5,778 | $210.66K |