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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33
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$15.45M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
LPL Financial LLCCIK 0001403438
335,532$2.48M+21,893↑ INC
MORGAN STANLEYCIK 0000895421
308,292$2.28M+39,312↑ INC
Shaker Financial Services, LLCCIK 0001511794
199,567$1.47M-93,837↓ DEC
CoreCap Advisors, LLCCIK 0001902501
169,783$1.25M+23,650↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
163,282$1.21M+7,612↑ INC
Fiera Capital CorpCIK 0001505817
150,701$1.11M-5,535↓ DEC
1607 Capital Partners, LLCCIK 0001436866
123,688$912.82K-11,556↓ DEC
STIFEL FINANCIAL CORPCIK 0000720672
118,805$876.78K-42↓ DEC
STEPHENS INC /AR/CIK 0000757657
75,159$554.67K+7,670↑ INC
OSAIC HOLDINGS, INC.CIK 0001677044
64,275$474.34K-13,076↓ DEC
SeaCrest Wealth Management, LLCCIK 0001728121
45,767$337.76K-1,808↓ DEC
WELLS FARGO & COMPANY/MNCIK 0000072971
45,549$336.14K+8,782↑ INC
Total Wealth Planning & Management, Inc.CIK 0002058383
45,331$334.54K+6,529↑ INC
Kestra Advisory Services, LLCCIK 0001830819
40,577$299.46K+8,054↑ INC
Worth Asset Management, LLCCIK 0001927285
32,641$240.89K+17,592↑ INC
Cetera Investment AdvisersCIK 0001666741
26,194$193.31K-4,961↓ DEC
Founders Financial Alliance, LLCCIK 0001832190
24,511$180.89K+5,985↑ INC
UBS Group AGCIK 0001610520
19,135$141.22K+157↑ INC
Van Diest Capital, LLCCIK 0002111825
18,046$133.18K+5,716↑ INC
Kovack Advisors, Inc.CIK 0001728321
15,411$113.95K+3,387↑ INC
KESTRA PRIVATE WEALTH SERVICES, LLCCIK 0001649451
15,345$113.25K-1,290↓ DEC
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891
14,257$105.22K-43,657↓ DEC
Integrity Advisory Solutions, LLCCIK 0002057931
13,984$103.20K+598↑ INC
ROYAL BANK OF CANADACIK 0001000275
13,832$102.00K-1,513↓ DEC
HighTower Advisors, LLCCIK 0001462245
13,385$98.78K–no_change

增持最多(買方)

申報機構Δ 持股市值
MORGAN STANLEY↑ INC
+39,312$2.28M
CoreCap Advisors, LLC↑ INC
+23,650$1.25M
LPL Financial LLC↑ INC
+21,893$2.48M
Worth Asset Management, LLC↑ INC
+17,592$240.89K
WELLS FARGO & COMPANY/MN↑ INC
+8,782$336.14K
Kestra Advisory Services, LLC↑ INC
+8,054$299.46K
STEPHENS INC /AR/↑ INC
+7,670$554.67K
RAYMOND JAMES FINANCIAL INC↑ INC
+7,612$1.21M
Total Wealth Planning & Management, Inc.↑ INC
+6,529$334.54K
Founders Financial Alliance, LLC↑ INC
+5,985$180.89K

減持最多(賣方)

申報機構Δ 持股市值
SIT INVESTMENT ASSOCIATES INC↓ DEC
-146,456$14.11K
Shaker Financial Services, LLC↓ DEC
-93,837$1.47M
WOLVERINE ASSET MANAGEMENT LLC↓ DEC
-43,657$105.22K
OSAIC HOLDINGS, INC.↓ DEC
-13,076$474.34K
1607 Capital Partners, LLC↓ DEC
-11,556$912.82K
Fiera Capital Corp↓ DEC
-5,535$1.11M
Cetera Investment Advisers↓ DEC
-4,961$193.31K
SeaCrest Wealth Management, LLC↓ DEC
-1,808$337.76K
Closed-End Fund Advisors, Inc.↓ DEC
-1,683$85.11K
ROYAL BANK OF CANADA↓ DEC
-1,513$102.00K