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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80
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$47.16M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
1,114,379$13.00M-1,679↓ DEC
ROYAL BANK OF CANADACIK 0001000275
462,836$5.40M+16,093↑ INC
LPL Financial LLCCIK 0001403438
281,040$3.28M-42,635↓ DEC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
271,569$3.17M+15,808↑ INC
CoreCap Advisors, LLCCIK 0001902501
257,026$3.00M+18,615↑ INC
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272
236,935$2.77M+4,200↑ INC
Steward Partners Investment Advisory, LLCCIK 0001723397
164,841$1.92M+26,794↑ INC
Significant Wealth Partners LLCCIK 0001964680
145,181$1.69M+50,551↑ INC
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCCIK 0001818604
133,959$1.59M-29↓ DEC
NewEdge Wealth, LLCCIK 0001861796
86,800$1.01M–no_change
UBS Group AGCIK 0001610520
86,329$1.01M-15,021↓ DEC
Cetera Investment AdvisersCIK 0001666741
85,998$1.00M+5,678↑ INC
OSAIC HOLDINGS, INC.CIK 0001677044
80,460$938.99K-49,304↓ DEC
STIFEL FINANCIAL CORPCIK 0000720672
70,985$828.40K+4,729↑ INC
Samalin Investment Counsel, LLCCIK 0001544366
65,936$769.48K-5,788↓ DEC
Empire Financial Management Company, LLCCIK 0001971875
63,694$743.31K+2,265↑ INC
Wealth Quarterback LLCCIK 0001803386
56,711$661.82K+4,032↑ INC
Summit Financial, LLCCIK 0001765536
55,797$651.15K-1,304↓ DEC
AlphaCore Capital LLCCIK 0001713662
55,352$645.95K+55,352NEW
Kestra Advisory Services, LLCCIK 0001830819
52,041$607.32K+2,939↑ INC
MILLENNIUM MANAGEMENT LLCCIK 0001273087
50,171$585.50K+50,171NEW
Stockman Wealth Management, Inc.CIK 0001389400
42,609$497.24K–no_change
Rockefeller Capital Management L.P.CIK 0001739439
40,500$472.63K–no_change
WEALTH EFFECTS LLCCIK 0001907254
40,095$467.91K+9,795↑ INC
BLAIR WILLIAM & CO/ILCIK 0000902367
38,000$443.46K-300↓ DEC

增持最多(買方)

申報機構Δ 持股市值
AlphaCore Capital LLCNEW
+55,352$645.95K
Significant Wealth Partners LLC↑ INC
+50,551$1.69M
MILLENNIUM MANAGEMENT LLCNEW
+50,171$585.50K
Steward Partners Investment Advisory, LLC↑ INC
+26,794$1.92M
Janney Montgomery Scott LLC↑ INC
+23,487$3.01K
XTX Topco LtdNEW
+20,643$240.90K
CoreCap Advisors, LLC↑ INC
+18,615$3.00M
Concurrent Investment Advisors, LLCNEW
+18,329$213.90K
ROYAL BANK OF CANADA↑ INC
+16,093$5.40M
RAYMOND JAMES FINANCIAL INC↑ INC
+15,808$3.17M

減持最多(賣方)

申報機構Δ 持股市值
Penserra Capital Management LLC↓ DEC
-545,821$7.49K
OSAIC HOLDINGS, INC.↓ DEC
-49,304$938.99K
LPL Financial LLC↓ DEC
-42,635$3.28M
WELLS FARGO & COMPANY/MN↓ DEC
-38,219$16.15K
JANE STREET GROUP, LLC↓ DEC
-19,569$192.94K
UBS Group AG↓ DEC
-15,021$1.01M
Samalin Investment Counsel, LLC↓ DEC
-5,788$769.48K
EverSource Wealth Advisors, LLC↓ DEC
-4,165$122.56K
Tradition Wealth Management, LLC↓ DEC
-2,147$223.63K
FLAGSHIP HARBOR ADVISORS, LLC↓ DEC
-2,015$136.96K