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 | 430,194 | $5.75M | +5,073 | ↑ INC |
Matisse CapitalCIK 0001668256 | 291,000 | $3.89M | – | no_change |
Shaker Financial Services, LLCCIK 0001511794 | 196,031 | $2.62M | +2,962 | ↑ INC |
1607 Capital Partners, LLCCIK 0001436866 | 178,419 | $2.38M | +80,895 | ↑ INC |
PRIVATE MANAGEMENT GROUP INCCIK 0001142031 | 168,005 | $2.24M | -2,166 | ↓ DEC |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860 | 106,381 | $1.42M | +9,801 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 89,133 | $1.19M | +23,124 | ↑ INC |
Integrated Wealth Concepts LLCCIK 0001737109 | 86,727 | $1.16M | +1,400 | ↑ INC |
Compound Planning, Inc.CIK 0001978879 | 49,821 | $665.71K | -2,704 | ↓ DEC |
CAPTRUST FINANCIAL ADVISORSCIK 0001512024 | 39,435 | $526.93K | +3,940 | ↑ INC |
ROTHSCHILD INVESTMENT LLCCIK 0000085338 | 37,110 | $495.87K | – | no_change |
Tidal Investments LLCCIK 0001600064 | 28,996 | $387.44K | +28,996 | NEW |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 24,871 | $332.32K | -159,723 | ↓ DEC |
Beckerman Institutional, LLCCIK 0002043468 | 22,853 | $305.36K | +9,962 | ↑ INC |
D.A. DAVIDSON & CO.CIK 0001080107 | 21,827 | $291.65K | -600 | ↓ DEC |
1776 Wealth LLCCIK 0001803140 | 20,391 | $272.46K | – | no_change |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 15,682 | $209.54K | +1,245 | ↑ INC |
BLAIR WILLIAM & CO/ILCIK 0000902367 | 13,520 | $180.65K | – | no_change |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 12,549 | $167.67K | -1,577 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 11,761 | $157.16K | -67 | ↓ DEC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 7,371 | $98.49K | -506 | ↓ DEC |
UBS Group AGCIK 0001610520 | 6,382 | $85.28K | -1,845 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 4,402 | $58.87K | – | no_change |
FIFTH THIRD BANCORPCIK 0000035527 | 3,591 | $47.98K | +3,591 | NEW |
Atlantic Union Bankshares CorpCIK 0000883948 | 2,100 | $28.06K | – | no_change |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
1607 Capital Partners, LLC↑ INC | +80,895 | $2.38M |
Tidal Investments LLCNEW | +28,996 | $387.44K |
LPL Financial LLC↑ INC | +23,124 | $1.19M |
Beckerman Institutional, LLC↑ INC | +9,962 | $305.36K |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC↑ INC | +9,801 | $1.42M |
MORGAN STANLEY↑ INC | +5,073 | $5.75M |
CAPTRUST FINANCIAL ADVISORS↑ INC | +3,940 | $526.93K |
FIFTH THIRD BANCORPNEW | +3,591 | $47.98K |
Shaker Financial Services, LLC↑ INC | +2,962 | $2.62M |
Integrated Wealth Concepts LLC↑ INC | +1,400 | $1.16M |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
RAYMOND JAMES FINANCIAL INC↓ DEC | -159,723 | $332.32K |
Compound Planning, Inc.↓ DEC | -2,704 | $665.71K |
PRIVATE MANAGEMENT GROUP INC↓ DEC | -2,166 | $2.24M |
UBS Group AG↓ DEC | -1,845 | $85.28K |
WELLS FARGO & COMPANY/MN↓ DEC | -1,577 | $167.67K |
D.A. DAVIDSON & CO.↓ DEC | -600 | $291.65K |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -506 | $98.49K |
Allworth Financial LP↓ DEC | -88 | $2.29K |
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC | -67 | $157.16K |