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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54
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$62.98M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
1,892,996$21.01M+160,435↑ INC
LPL Financial LLCCIK 0001403438
534,673$5.93M+33,654↑ INC
Arete Wealth Advisors, LLCCIK 0001600151
437,265$4.87M+60,096↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
322,246$3.58M+10,785↑ INC
ABSOLUTE INVESTMENT ADVISERS, LLCCIK 0001316187
274,406$3.05M-109,983↓ DEC
Yakira Capital Management, Inc.CIK 0001584639
267,206$2.97M-179,462↓ DEC
ROYAL BANK OF CANADACIK 0001000275
205,141$2.28M+7,216↑ INC
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543
172,618$1.92M-12,272↓ DEC
Everstar Asset Management, LLCCIK 0002023744
168,526$1.87M+33,059↑ INC
PRINCIPAL SECURITIES, INC.CIK 0000012600
164,103$1.82M-11,780↓ DEC
Tennessee Valley Asset Management PartnersCIK 0001826790
131,124$1.46M-6,711↓ DEC
Baird Financial Group, Inc.CIK 0001648711
122,676$1.36M+1,899↑ INC
Quarry LPCIK 0001965207
119,886$1.33M-33,684↓ DEC
Marks Group Wealth Management, IncCIK 0001802473
107,869$1.20M-7,530↓ DEC
OSAIC HOLDINGS, INC.CIK 0001677044
102,701$1.14M-17,102↓ DEC
NATIONS FINANCIAL GROUP INC, /IA/ /ADVCIK 0001109767
86,686$962.22K-1,166↓ DEC
NOMURA HOLDINGS INCCIK 0001163653
83,864$930.89K–no_change
Opal Wealth Advisors, LLCCIK 0001844201
68,577$761.21K-1,266↓ DEC
Allworth Financial LPCIK 0001555170
64,628$717.37K+12,835↑ INC
STIFEL FINANCIAL CORPCIK 0000720672
61,646$684.28K-25,653↓ DEC
Shaker Financial Services, LLCCIK 0001511794
61,335$680.82K+22,859↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
59,889$664.76K+179↑ INC
Advisor OS, LLCCIK 0001767580
58,971$654.58K-525↓ DEC
OPPENHEIMER & CO INCCIK 0000822581
52,949$587.73K+1,380↑ INC
NWF Advisory Services Inc.CIK 0002045735
50,927$565.29K-300↓ DEC

增持最多(買方)

申報機構Δ 持股市值
MORGAN STANLEY↑ INC
+160,435$21.01M
Penserra Capital Management LLC↑ INC
+81,742$8.28K
Arete Wealth Advisors, LLC↑ INC
+60,096$4.87M
LPL Financial LLC↑ INC
+33,654$5.93M
Everstar Asset Management, LLC↑ INC
+33,059$1.87M
Shaker Financial Services, LLC↑ INC
+22,859$680.82K
Gateway Wealth Partners, LLC↑ INC
+16,043$290.44K
CWM, LLC↑ INC
+13,654$158.48K
Allworth Financial LP↑ INC
+12,835$717.37K
TCP Asset Management, LLCNEW
+11,875$131.81K

減持最多(賣方)

申報機構Δ 持股市值
SIT INVESTMENT ASSOCIATES INC↓ DEC
-273,018$27.73K
Yakira Capital Management, Inc.↓ DEC
-179,462$2.97M
ABSOLUTE INVESTMENT ADVISERS, LLC↓ DEC
-109,983$3.05M
Quarry LP↓ DEC
-33,684$1.33M
STIFEL FINANCIAL CORP↓ DEC
-25,653$684.28K
OSAIC HOLDINGS, INC.↓ DEC
-17,102$1.14M
ENVESTNET ASSET MANAGEMENT INC↓ DEC
-12,272$1.92M
PRINCIPAL SECURITIES, INC.↓ DEC
-11,780$1.82M
Marks Group Wealth Management, Inc↓ DEC
-7,530$1.20M
Tennessee Valley Asset Management Partners↓ DEC
-6,711$1.46M