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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75
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$125.18M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
1,084,779$23.23M+8,373↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
818,600$17.53M-27,145↓ DEC
WELLS FARGO & COMPANY/MNCIK 0000072971
639,062$13.68M+10,861↑ INC
UBS Group AGCIK 0001610520
432,242$9.25M-20,237↓ DEC
AMERIPRISE FINANCIAL INCCIK 0000820027
378,044$8.08M-83,179↓ DEC
ROYAL BANK OF CANADACIK 0001000275
364,064$7.79M-63,538↓ DEC
Saba Capital Management, L.P.CIK 0001510281
243,827$5.22M+243,827NEW
Advisors Asset Management, Inc.CIK 0001297376
213,532$4.57M-136,257↓ DEC
Karpus Management, Inc.CIK 0001048703
193,632$4.15M-494,255↓ DEC
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891
164,699$3.53M-1,182↓ DEC
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.CIK 0001536186
162,634$3.48M+8,561↑ INC
Steward Partners Investment Advisory, LLCCIK 0001723397
150,221$3.22M+9,417↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
135,770$2.91M+11,852↑ INC
Hennion & Walsh Asset Management, Inc.CIK 0001861642
132,703$2.84M-1,215↓ DEC
Shaker Financial Services, LLCCIK 0001511794
111,789$2.39M+80,890↑ INC
Summit Financial, LLCCIK 0001765536
108,651$2.33M+8,494↑ INC
LPL Financial LLCCIK 0001403438
105,400$2.26M+6,350↑ INC
STIFEL FINANCIAL CORPCIK 0000720672
79,146$1.69M+425↑ INC
OPPENHEIMER & CO INCCIK 0000822581
73,081$1.56M+7,301↑ INC
&PARTNERSCIK 0000107136
58,022$1.24M+7,891↑ INC
FIRST TRUST ADVISORS LPCIK 0001125816
51,010$1.09M+6,477↑ INC
KINGSWOOD WEALTH ADVISORS, LLCCIK 0001987855
39,423$844.04K+1,830↑ INC
READYSTATE ASSET MANAGEMENT LPCIK 0001900923
36,872$789.43K-102,276↓ DEC
PMG Family Office LLCCIK 0002102299
36,820$788.32K+3,936↑ INC
Calamos Advisors LLCCIK 0001316507
33,363$714.30K+3,970↑ INC

增持最多(買方)

申報機構Δ 持股市值
Saba Capital Management, L.P.NEW
+243,827$5.22M
Shaker Financial Services, LLC↑ INC
+80,890$2.39M
WEDBUSH SECURITIES INC↑ INC
+19,400$1.64K
RAYMOND JAMES FINANCIAL INC↑ INC
+11,852$2.91M
XTX Topco LtdNEW
+11,556$247.41K
WELLS FARGO & COMPANY/MN↑ INC
+10,861$13.68M
Concurrent Investment Advisors, LLCNEW
+9,504$203.48K
Steward Partners Investment Advisory, LLC↑ INC
+9,417$3.22M
OSAIC HOLDINGS, INC.↑ INC
+9,104$478.64K
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.↑ INC
+8,561$3.48M

減持最多(賣方)

申報機構Δ 持股市值
Karpus Management, Inc.↓ DEC
-494,255$4.15M
Advisors Asset Management, Inc.↓ DEC
-136,257$4.57M
READYSTATE ASSET MANAGEMENT LP↓ DEC
-102,276$789.43K
AMERIPRISE FINANCIAL INC↓ DEC
-83,179$8.08M
1607 Capital Partners, LLC↓ DEC
-66,241$430.56K
ROYAL BANK OF CANADA↓ DEC
-63,538$7.79M
BANK OF AMERICA CORP /DE/↓ DEC
-27,145$17.53M
Cetera Investment Advisers↓ DEC
-25,065$569.06K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC
-24,619$433.35K
Strategic Advocates LLC↓ DEC
-21,612$6.92K