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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127
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$76.44M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
LPL Financial LLCCIK 0001403438
2,465,679$11.42M+528,561↑ INC
Orion Porfolio Solutions, LLCCIK 0001360533
1,322,308$6.12M+164,103↑ INC
OSAIC HOLDINGS, INC.CIK 0001677044
1,286,879$5.96M-374,893↓ DEC
UBS Group AGCIK 0001610520
1,265,943$5.86M-23,105↓ DEC
Invesco Ltd.CIK 0000914208
1,248,619$5.78M+32,239↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
1,247,814$5.78M+48,233↑ INC
GUGGENHEIM CAPITAL LLCCIK 0001283072
1,072,149$4.96M-238,594↓ DEC
Cetera Investment AdvisersCIK 0001666741
941,248$4.36M+60,403↑ INC
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543
926,775$4.29M+38,913↑ INC
MORGAN STANLEYCIK 0000895421
851,211$3.94M+10,851↑ INC
GraniteShares Advisors LLCCIK 0001839545
504,811$2.34M-57,779↓ DEC
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578
447,813$2.07M-141,813↓ DEC
PRINCIPAL SECURITIES, INC.CIK 0000012600
349,863$1.62M+12,258↑ INC
Kestra Advisory Services, LLCCIK 0001830819
307,536$1.42M-88,281↓ DEC
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272
286,616$1.33M-15,121↓ DEC
Marks Group Wealth Management, IncCIK 0001802473
261,440$1.21M-19,229↓ DEC
Elm3 Financial Group, LLCCIK 0002011201
259,069$1.20M+49,977↑ INC
Shaker Financial Services, LLCCIK 0001511794
238,025$1.10M+238,025NEW
RAYMOND JAMES FINANCIAL INCCIK 0000720005
206,498$956.09K+10,649↑ INC
Whipplewood Advisors, LLCCIK 0002052510
205,862$953.14K-987↓ DEC
WELLS FARGO & COMPANY/MNCIK 0000072971
185,772$860.13K+43,651↑ INC
Apollon Wealth Management, LLCCIK 0001764387
173,291$802.34K-6,555↓ DEC
Baird Financial Group, Inc.CIK 0001648711
172,509$798.72K+1,772↑ INC
JANE STREET GROUP, LLCCIK 0001595888
142,267$658.70K-26,827↓ DEC
ROYAL BANK OF CANADACIK 0001000275
138,610$642.00K-11,034↓ DEC

增持最多(買方)

申報機構Δ 持股市值
LPL Financial LLC↑ INC
+528,561$11.42M
Shaker Financial Services, LLCNEW
+238,025$1.10M
Orion Porfolio Solutions, LLC↑ INC
+164,103$6.12M
Legend Capital Advisors LLCNEW
+113,678$526.33K
Cetera Investment Advisers↑ INC
+60,403$4.36M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↑ INC
+51,532$238.88K
Elm3 Financial Group, LLC↑ INC
+49,977$1.20M
BANK OF AMERICA CORP /DE/↑ INC
+48,233$5.78M
WELLS FARGO & COMPANY/MN↑ INC
+43,651$860.13K
Creekside Partners↑ INC
+40,241$606.92K

減持最多(賣方)

申報機構Δ 持股市值
OSAIC HOLDINGS, INC.↓ DEC
-374,893$5.96M
GUGGENHEIM CAPITAL LLC↓ DEC
-238,594$4.96M
RIVERNORTH CAPITAL MANAGEMENT, LLC↓ DEC
-141,813$2.07M
Kestra Advisory Services, LLC↓ DEC
-88,281$1.42M
GraniteShares Advisors LLC↓ DEC
-57,779$2.34M
KANE INVESTMENT MANAGEMENT, INC.↓ DEC
-32,354$52.80K
TWO SIGMA SECURITIES, LLC↓ DEC
-30,635$88.11K
JANE STREET GROUP, LLC↓ DEC
-26,827$658.70K
Noble Wealth Management PBC↓ DEC
-24,901$404.89K
UBS Group AG↓ DEC
-23,105$5.86M