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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0.1%
內部人0.0%
機構家數48
機構 0.1%內部人 0.0%其他流通 99.9%
13F 申報機構(前 25)25季度 2026-03-31
前 25 大申報市值$15.01M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
BARCLAYS PLCCIK 0000312069
2,188,868$9.50M+1,232,863↑ INC
ASSETMARK, INCCIK 0001344551
266,549$1.17M+91,749↑ INC
First Affirmative Financial NetworkCIK 0001656282
161,830$822.10K–no_change
AUXIER ASSET MANAGEMENT LLCCIK 0001105863
150,998$655.33K-559↓ DEC
RHUMBLINE ADVISERSCIK 0001115418
98,827$428.90K+17,851↑ INC
GREENLEAF TRUSTCIK 0001162170
80,033$349.95K-1,072↓ DEC
YOUSIF CAPITAL MANAGEMENT, LLCCIK 0001858789
59,147$258.63K–no_change
ZEVIN ASSET MANAGEMENT LLCCIK 0001394096
53,575$232.52K–no_change
Koshinski Asset Management, Inc.CIK 0001633389
53,000$230.02K–no_change
SIGNATUREFD, LLCCIK 0001456048
51,392$223.04K-17,620↓ DEC
COZAD ASSET MANAGEMENT INCCIK 0000709428
36,638$159.01K+3,684↑ INC
Rockefeller Capital Management L.P.CIK 0001739439
35,811$155.42K+20,079↑ INC
DRW Securities, LLCCIK 0001481986
30,624$132.91K–no_change
GLENMEDE TRUST CO NACIK 0000314949
28,992$126.78K+1,637↑ INC
UNITED CAPITAL FINANCIAL ADVISORS, LLCCIK 0001463217
28,924$125.53K-7,997↓ DEC
VSM Wealth Advisory, LLCCIK 0002050660
19,209$83.37K+6,000↑ INC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCCIK 0001632972
15,788$69.62K-10,823↓ DEC
Florida Trust Wealth Management CoCIK 0001651023
13,875$60.67K–no_change
Williams Jones Wealth Management, LLC.CIK 0001788587
11,377$49.38K–no_change
New Vernon Capital Holdings II LLCCIK 0001512538
11,168$48.47K–no_change
Brooklyn Investment GroupCIK 0001795705
10,727$46.91K-11,336↓ DEC
Farther Finance Advisors, LLCCIK 0001992825
6,842$29.76K+1,004↑ INC
GAMMA Investing LLCCIK 0002010235
5,521$23.96K-6,583↓ DEC
Salomon & Ludwin, LLCCIK 0001766156
4,416$19.48K+2,567↑ INC
Hickory Point Bank & TrustCIK 0002039144
2,000$8.68K+2,000NEW

增持最多(買方)

申報機構Δ 持股市值
BARCLAYS PLC↑ INC
+1,232,863$9.50M
ASSETMARK, INC↑ INC
+91,749$1.17M
Rockefeller Capital Management L.P.↑ INC
+20,079$155.42K
RHUMBLINE ADVISERS↑ INC
+17,851$428.90K
VSM Wealth Advisory, LLC↑ INC
+6,000$83.37K
COZAD ASSET MANAGEMENT INC↑ INC
+3,684$159.01K
Salomon & Ludwin, LLC↑ INC
+2,567$19.48K
Hickory Point Bank & TrustNEW
+2,000$8.68K
GLENMEDE TRUST CO NA↑ INC
+1,637$126.78K
Farther Finance Advisors, LLC↑ INC
+1,004$29.76K

減持最多(賣方)

申報機構Δ 持股市值
PNC FINANCIAL SERVICES GROUP, INC.↓ DEC
-31,142$556.00
SIGNATUREFD, LLC↓ DEC
-17,620$223.04K
Brooklyn Investment Group↓ DEC
-11,336$46.91K
HANTZ FINANCIAL SERVICES, INC.↓ DEC
-10,940$2.00
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC
-10,823$69.62K
UNITED CAPITAL FINANCIAL ADVISORS, LLC↓ DEC
-7,997$125.53K
GAMMA Investing LLC↓ DEC
-6,583$23.96K
Lester Murray Antman dba SimplyRich↓ DEC
-1,780$423.00
GREENLEAF TRUST↓ DEC
-1,072$349.95K
NATURAL INVESTMENTS, LLC↓ DEC
-1,013$159.00