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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85
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$103.96M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
1,346,206$22.62M-8,017↓ DEC
ROYAL BANK OF CANADACIK 0001000275
1,143,764$19.21M+17,907↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
783,686$13.17M-253,703↓ DEC
Heron Bay Capital ManagementCIK 0001842149
594,371$9.99M+1,648↑ INC
UBS Group AGCIK 0001610520
308,224$5.18M+12,611↑ INC
LPL Financial LLCCIK 0001403438
307,054$5.16M-25,271↓ DEC
AMERIPRISE FINANCIAL INCCIK 0000820027
189,884$3.19M-673↓ DEC
STIFEL FINANCIAL CORPCIK 0000720672
149,318$2.51M-35,739↓ DEC
FIRST TRUST ADVISORS LPCIK 0001125816
141,958$2.38M+3,047↑ INC
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272
137,359$2.31M+3,274↑ INC
Steward Partners Investment Advisory, LLCCIK 0001723397
129,696$2.18M+19,276↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
106,349$1.79M+3,972↑ INC
Z3 Capital Partners, LLCCIK 0002127787
89,385$1.50M+6,581↑ INC
Aviance Capital Partners, LLCCIK 0001542383
85,786$1.44M+1,949↑ INC
Next Level Private LLCCIK 0001910366
85,183$1.43M+23,026↑ INC
Private Advisor Group, LLCCIK 0001567755
75,564$1.27M-10,009↓ DEC
EVOLVE PRIVATE WEALTH, LLCCIK 0002111131
71,959$1.21M-2,423↓ DEC
Cetera Investment AdvisersCIK 0001666741
69,021$1.16M-4,515↓ DEC
World Investment AdvisorsCIK 0001652594
69,003$1.16M+44,964↑ INC
CWM, LLCCIK 0001535847
65,358$1.10M-4,028↓ DEC
Kestra Advisory Services, LLCCIK 0001830819
61,515$1.03M+20,150↑ INC
Samalin Investment Counsel, LLCCIK 0001544366
45,905$771.21K-8,147↓ DEC
Westbourne Investment Advisors, Inc.CIK 0001650092
45,100$757.68K+6,000↑ INC
D.A. DAVIDSON & CO.CIK 0001080107
44,548$748.41K+657↑ INC
OSAIC HOLDINGS, INC.CIK 0001677044
41,741$701.29K+613↑ INC

增持最多(買方)

申報機構Δ 持股市值
World Investment Advisors↑ INC
+44,964$1.16M
Next Level Private LLC↑ INC
+23,026$1.43M
MERCER GLOBAL ADVISORS INC /ADVNEW
+20,214$339.59K
Kestra Advisory Services, LLC↑ INC
+20,150$1.03M
Steward Partners Investment Advisory, LLC↑ INC
+19,276$2.18M
ROYAL BANK OF CANADA↑ INC
+17,907$19.21M
ADVISORTRUST PARTNERS, LLCNEW
+16,782$281.94K
WEDBUSH SECURITIES INC↑ INC
+15,078$2.92K
FIFTH THIRD BANCORP↑ INC
+13,755$232.45K
UBS Group AG↑ INC
+12,611$5.18M

減持最多(賣方)

申報機構Δ 持股市值
Penserra Capital Management LLC↓ DEC
-508,021$7.51K
RAYMOND JAMES FINANCIAL INC↓ DEC
-253,703$13.17M
JANE STREET GROUP, LLC↓ DEC
-39,996$543.62K
STIFEL FINANCIAL CORP↓ DEC
-35,739$2.51M
Janney Montgomery Scott LLC↓ DEC
-25,830$522.00
LPL Financial LLC↓ DEC
-25,271$5.16M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC
-17,228$48.03K
Shaker Financial Services, LLC↓ DEC
-15,900$547.68K
WELLS FARGO & COMPANY/MN↓ DEC
-15,890$134.12K
Private Advisor Group, LLC↓ DEC
-10,009$1.27M