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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19.1%
內部人3.9%
機構家數82
機構 19.1%內部人 3.9%其他流通 77.0%
13F 申報機構(前 25)25季度 2026-03-31
前 25 大申報市值$27.56M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
VANGUARD CAPITAL MANAGEMENT LLCCIK 0002100119
4,401,532$5.68M+4,401,532NEW
BlackRock, Inc.CIK 0002012383
3,769,973$4.86M+303,912↑ INC
Angel Oak Capital Advisors, LLCCIK 0001613158
3,166,259$4.08M-126,581↓ DEC
Corient Private Wealth LLCCIK 0001948780
1,918,869$2.48M+1,879,746↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
1,857,107$2.40M+235,655↑ INC
NORTHERN TRUST CORPCIK 0000073124
831,921$1.07M+34,204↑ INC
Curated Wealth Partners LLCCIK 0001781284
827,340$1.07M-53,957↓ DEC
STATE STREET CORPCIK 0000093751
707,841$913.12K+46,387↑ INC
VANGUARD FIDUCIARY TRUST COCIK 0000933478
631,617$814.79K+631,617NEW
VANGUARD PORTFOLIO MANAGEMENT LLCCIK 0002100121
462,426$596.53K+462,426NEW
Composition Wealth, LLCCIK 0001585859
434,748$560.83K–no_change
Russell Investments Group, Ltd.CIK 0001692234
350,787$452.51K-333,222↓ DEC
HighTower Advisors, LLCCIK 0001462245
295,031$380.59K+31↑ INC
Lido Advisors, LLCCIK 0001650150
275,385$355.25K–no_change
AXXCESS WEALTH MANAGEMENT, LLCCIK 0001911056
213,334$275.20K–no_change
CHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 0000884546
178,145$229.81K+9,236↑ INC
Bank of New York Mellon CorpCIK 0001390777
146,691$189.23K+6,598↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
137,330$177.16K+43,081↑ INC
UBS Group AGCIK 0001610520
128,293$165.50K+117,845↑ INC
Rinkey InvestmentsCIK 0001730774
121,828$157.16K–no_change
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
118,956$153.45K+86,424↑ INC
Beacon Pointe Advisors, LLCCIK 0001744317
104,000$134.16K–no_change
Westmount Partners, LLCCIK 0002051491
100,000$129.00K+80,000↑ INC
Avior Wealth Management, LLCCIK 0001599868
100,000$129.00K–no_change
Falcon Wealth PlanningCIK 0001839850
85,000$109.65K–no_change

增持最多(買方)

申報機構Δ 持股市值
VANGUARD CAPITAL MANAGEMENT LLCNEW
+4,401,532$5.68M
Corient Private Wealth LLC↑ INC
+1,879,746$2.48M
VANGUARD FIDUCIARY TRUST CONEW
+631,617$814.79K
VANGUARD PORTFOLIO MANAGEMENT LLCNEW
+462,426$596.53K
BlackRock, Inc.↑ INC
+303,912$4.86M
GEODE CAPITAL MANAGEMENT, LLC↑ INC
+235,655$2.40M
UBS Group AG↑ INC
+117,845$165.50K
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC
+86,424$153.45K
Westmount Partners, LLC↑ INC
+80,000$129.00K
STATE STREET CORP↑ INC
+46,387$913.12K

減持最多(賣方)

申報機構Δ 持股市值
Russell Investments Group, Ltd.↓ DEC
-333,222$452.51K
Nuveen, LLC↓ DEC
-126,620$106.15K
Angel Oak Capital Advisors, LLC↓ DEC
-126,581$4.08M
BARCLAYS PLC↓ DEC
-90,732$21.65K
Curated Wealth Partners LLC↓ DEC
-53,957$1.07M
WELLS FARGO & COMPANY/MN↓ DEC
-46,580$83.91K
MORGAN STANLEY↓ DEC
-43,479$51.74K
CITADEL ADVISORS LLC↓ DEC
-38,163$65.98K
FMR LLC↓ DEC
-2,019$6.21K
INTECH INVESTMENT MANAGEMENT LLC↓ DEC
-1,236$27.02K