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 |
|---|---|---|---|---|
CIBC Bancorp USA Inc.CIK 0001711924 | 441,364 | $4.93M | – | no_change |
MORGAN STANLEYCIK 0000895421 | 302,890 | $3.39M | +10,452 | ↑ INC |
Fiera Capital CorpCIK 0001505817 | 171,420 | $1.92M | -8,418 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 157,651 | $1.76M | -3,617 | ↓ DEC |
MGO ONE SEVEN LLCCIK 0001731444 | 143,682 | $1.61M | -19,954 | ↓ DEC |
UBS Group AGCIK 0001610520 | 112,617 | $1.26M | -10,318 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 109,892 | $1.23M | +20,312 | ↑ INC |
UMB Bank, n.a.CIK 0000933429 | 86,373 | $965.65K | – | no_change |
OSAIC HOLDINGS, INC.CIK 0001677044 | 86,292 | $964.74K | +3,281 | ↑ INC |
1607 Capital Partners, LLCCIK 0001436866 | 79,397 | $887.66K | +22,797 | ↑ INC |
Smith Asset Management Co., LLCCIK 0002068217 | 74,065 | $828.05K | -31,853 | ↓ DEC |
ROBINSON CAPITAL MANAGEMENT, LLCCIK 0001599795 | 55,073 | $644.63K | – | no_change |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 56,164 | $627.92K | +9,590 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 49,217 | $550.00K | -9,695 | ↓ DEC |
Pathway Financial Advisors LLCCIK 0001738828 | 48,196 | $541.72K | – | no_change |
Calamos Advisors LLCCIK 0001316507 | 38,383 | $429.12K | -30,776 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 37,319 | $417.22K | -1,680 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 32,828 | $367.02K | -205 | ↓ DEC |
Bridgewealth Advisory Group, LLCCIK 0001801982 | 25,590 | $286.10K | – | no_change |
CARY STREET PARTNERS FINANCIAL LLCCIK 0001475045 | 22,735 | $254.18K | -400 | ↓ DEC |
Beacon Pointe Advisors, LLCCIK 0001744317 | 19,889 | $222.36K | +19,889 | NEW |
LongView Wealth ManagementCIK 0001990190 | 17,670 | $203.21K | -2,780 | ↓ DEC |
CreativeOne Wealth, LLCCIK 0001739728 | 17,100 | $191.18K | -8,900 | ↓ DEC |
D.A. DAVIDSON & CO.CIK 0001080107 | 16,600 | $185.59K | – | no_change |
Capital Investment Advisors, LLCCIK 0001582732 | 15,889 | $177.64K | +3,297 | ↑ INC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
SIT INVESTMENT ASSOCIATES INC↑ INC | +143,861 | $14.76K |
1607 Capital Partners, LLC↑ INC | +22,797 | $887.66K |
LPL Financial LLC↑ INC | +20,312 | $1.23M |
Beacon Pointe Advisors, LLCNEW | +19,889 | $222.36K |
Kestra Advisory Services, LLCNEW | +11,453 | $128.05K |
MORGAN STANLEY↑ INC | +10,452 | $3.39M |
RAYMOND JAMES FINANCIAL INC↑ INC | +9,590 | $627.92K |
FIFTH THIRD BANCORPNEW | +8,806 | $98.45K |
Capital Investment Advisors, LLC↑ INC | +3,297 | $177.64K |
OSAIC HOLDINGS, INC.↑ INC | +3,281 | $964.74K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Smith Asset Management Co., LLC↓ DEC | -31,853 | $828.05K |
Calamos Advisors LLC↓ DEC | -30,776 | $429.12K |
MGO ONE SEVEN LLC↓ DEC | -19,954 | $1.61M |
UBS Group AG↓ DEC | -10,318 | $1.26M |
ROYAL BANK OF CANADA↓ DEC | -9,695 | $550.00K |
CreativeOne Wealth, LLC↓ DEC | -8,900 | $191.18K |
Fiera Capital Corp↓ DEC | -8,418 | $1.92M |
Western Wealth Management, LLC↓ DEC | -7,150 | $31.86K |
BANK OF AMERICA CORP /DE/↓ DEC | -3,617 | $1.76M |
LongView Wealth Management↓ DEC | -2,780 | $203.21K |