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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117
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$158.77M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
Ellis Investment Partners, LLCCIK 0001765590
1,259,914$24.90M+33,153↑ INC
MORGAN STANLEYCIK 0000895421
1,161,453$22.95M-179,691↓ DEC
LPL Financial LLCCIK 0001403438
743,010$14.68M-10,486↓ DEC
AMERIPRISE FINANCIAL INCCIK 0000820027
689,438$13.62M-145,387↓ DEC
WELLS FARGO & COMPANY/MNCIK 0000072971
678,179$13.40M-7,851↓ DEC
BANK OF AMERICA CORP /DE/CIK 0000070858
600,823$11.87M+51,660↑ INC
XML Financial, LLCCIK 0001800465
561,075$11.09M+144,035↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
318,964$6.30M+35,282↑ INC
ROYAL BANK OF CANADACIK 0001000275
313,200$6.19M+7,430↑ INC
UBS Group AGCIK 0001610520
254,023$5.02M-5,024↓ DEC
Cetera Investment AdvisersCIK 0001666741
157,517$3.11M-1,245↓ DEC
Johnson Financial Group, Inc.CIK 0001477024
147,273$2.91M-3,786↓ DEC
HARBOUR INVESTMENTS, INC.CIK 0000810121
147,240$2.91M+17,298↑ INC
Hennion & Walsh Asset Management, Inc.CIK 0001861642
138,541$2.74M+7,983↑ INC
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272
123,985$2.45M-63,720↓ DEC
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891
121,884$2.41M-5,342↓ DEC
Kestra Advisory Services, LLCCIK 0001830819
118,406$2.34M-48,757↓ DEC
OSAIC HOLDINGS, INC.CIK 0001677044
117,587$2.32M-11,707↓ DEC
Koshinski Asset Management, Inc.CIK 0001633389
71,376$1.41M-25,334↓ DEC
SHUFRO ROSE & CO LLCCIK 0000908195
62,000$1.23M+8,000↑ INC
Future Financial Wealth Managment LLCCIK 0001801892
57,270$1.18M-58↓ DEC
BARTLETT & CO. WEALTH MANAGEMENT LLCCIK 0002010186
46,885$982.24K-1,600↓ DEC
Capital Investment Advisors, LLCCIK 0001582732
47,207$932.80K+49↑ INC
Private Advisor Group, LLCCIK 0001567755
47,110$930.90K+397↑ INC
Smith Asset Management Co., LLCCIK 0002068217
45,170$892.56K+9,642↑ INC

增持最多(買方)

申報機構Δ 持股市值
XML Financial, LLC↑ INC
+144,035$11.09M
Cambridge Investment Research Advisors, Inc.↑ INC
+75,143$2.54K
BANK OF AMERICA CORP /DE/↑ INC
+51,660$11.87M
RAYMOND JAMES FINANCIAL INC↑ INC
+35,282$6.30M
Ellis Investment Partners, LLC↑ INC
+33,153$24.90M
INDEPENDENT FINANCIAL GROUP, LLC↑ INC
+26,936$757.48K
HARBOUR INVESTMENTS, INC.↑ INC
+17,298$2.91M
FIFTH THIRD BANCORP↑ INC
+16,487$521.66K
Smith Asset Management Co., LLC↑ INC
+9,642$892.56K
SHUFRO ROSE & CO LLC↑ INC
+8,000$1.23M

減持最多(賣方)

申報機構Δ 持股市值
READYSTATE ASSET MANAGEMENT LP↓ DEC
-213,694$546.88K
MORGAN STANLEY↓ DEC
-179,691$22.95M
AMERIPRISE FINANCIAL INC↓ DEC
-145,387$13.62M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC
-122,494$291.02K
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.↓ DEC
-68,635$344.00K
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC
-63,720$2.45M
Kestra Advisory Services, LLC↓ DEC
-48,757$2.34M
JANE STREET GROUP, LLC↓ DEC
-30,451$283.69K
Mariner, LLC↓ DEC
-26,026$228.24K
Koshinski Asset Management, Inc.↓ DEC
-25,334$1.41M