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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76
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$47.61M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
MORGAN STANLEYCIK 0000895421
1,199,153$13.36M-17,727↓ DEC
OSAIC HOLDINGS, INC.CIK 0001677044
775,282$8.64M+32,729↑ INC
Smith Asset Management Co., LLCCIK 0002068217
339,631$3.78M+5,645↑ INC
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272
300,195$3.34M-27,906↓ DEC
INDEPENDENT FINANCIAL GROUP, LLCCIK 0000275484
249,465$2.78M+18,051↑ INC
LPL Financial LLCCIK 0001403438
186,701$2.08M-82,679↓ DEC
ROYAL BANK OF CANADACIK 0001000275
159,847$1.78M-1,891↓ DEC
AMERIPRISE FINANCIAL INCCIK 0000820027
142,125$1.58M+17,474↑ INC
Cetera Investment AdvisersCIK 0001666741
139,784$1.56M-4,165↓ DEC
Everstar Asset Management, LLCCIK 0002023744
77,948$868.34K-1,700↓ DEC
Samalin Investment Counsel, LLCCIK 0001544366
75,591$842.08K+100↑ INC
Private Advisor Group, LLCCIK 0001567755
71,941$801.42K+4,062↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
62,446$695.65K+10,111↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
60,733$676.57K+4,972↑ INC
SHUFRO ROSE & CO LLCCIK 0000908195
57,500$640.55K–no_change
PATTEN & PATTEN INC/TNCIK 0001044905
48,267$537.69K+3,966↑ INC
STIFEL FINANCIAL CORPCIK 0000720672
46,792$521.26K-3,829↓ DEC
Pallas Capital Advisors LLCCIK 0001862282
42,499$473.44K–no_change
Marshall & Sterling Wealth Advisors Inc.CIK 0002056315
40,109$446.82K-2,099↓ DEC
WELLS FARGO & COMPANY/MNCIK 0000072971
38,385$427.61K+1,678↑ INC
SCHNIEDERS CAPITAL MANAGEMENT, LLC.CIK 0002057056
35,110$391.13K–no_change
NWF Advisory Services Inc.CIK 0002045735
33,425$372.36K+900↑ INC
Stratos Wealth Advisors, LLCCIK 0001707202
30,664$341.60K+68↑ INC
Weinberger Asset Management, IncCIK 0002051705
30,348$338.08K-980↓ DEC
ACCESS FINANCIAL SERVICES, INC.CIK 0001699622
29,900$333.09K-10,077↓ DEC

增持最多(買方)

申報機構Δ 持股市值
OSAIC HOLDINGS, INC.↑ INC
+32,729$8.64M
FIFTH THIRD BANCORP↑ INC
+26,656$309.81K
INDEPENDENT FINANCIAL GROUP, LLC↑ INC
+18,051$2.78M
AMERIPRISE FINANCIAL INC↑ INC
+17,474$1.58M
SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW
+11,495$128.05K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↑ INC
+10,338$115.18K
RAYMOND JAMES FINANCIAL INC↑ INC
+10,111$695.65K
Smith Asset Management Co., LLC↑ INC
+5,645$3.78M
BANK OF AMERICA CORP /DE/↑ INC
+4,972$676.57K
Private Advisor Group, LLC↑ INC
+4,062$801.42K

減持最多(賣方)

申報機構Δ 持股市值
READYSTATE ASSET MANAGEMENT LP↓ DEC
-129,900$260.50K
LPL Financial LLC↓ DEC
-82,679$2.08M
WOLVERINE ASSET MANAGEMENT LLC↓ DEC
-64,419$291.21K
Cambridge Investment Research Advisors, Inc.↓ DEC
-64,373$2.19K
WealthBridge Capital Management, LLC↓ DEC
-42,292$288.47K
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC
-27,906$3.34M
MORGAN STANLEY↓ DEC
-17,727$13.36M
ACCESS FINANCIAL SERVICES, INC.↓ DEC
-10,077$333.09K
PNC FINANCIAL SERVICES GROUP, INC.↓ DEC
-4,947$99.05K
Cetera Investment Advisers↓ DEC
-4,165$1.56M