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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65
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$84.77M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
WELLS FARGO & COMPANY/MNCIK 0000072971
1,588,639$19.32M-71,836↓ DEC
MORGAN STANLEYCIK 0000895421
508,884$6.19M+14,523↑ INC
AdvisorNet Financial, IncCIK 0001409362
502,990$6.12M+17,969↑ INC
GUGGENHEIM CAPITAL LLCCIK 0001283072
416,398$5.06M-30,066↓ DEC
FOUNDATIONS INVESTMENT ADVISORS, LLCCIK 0001743404
379,595$4.62M-49,839↓ DEC
United Advisor Group, LLCCIK 0002004873
358,857$4.36M+8,860↑ INC
Invesco Ltd.CIK 0000914208
335,672$4.08M-4,389↓ DEC
Shaker Financial Services, LLCCIK 0001511794
331,238$4.03M+86,741↑ INC
Advisors Asset Management, Inc.CIK 0001297376
324,669$3.95M-14,910↓ DEC
NewEdge Wealth, LLCCIK 0001861796
257,244$3.13M+13,260↑ INC
Hennion & Walsh Asset Management, Inc.CIK 0001861642
248,648$3.02M-6,471↓ DEC
Huntleigh Advisors, Inc.CIK 0001367653
227,058$2.76M+10,433↑ INC
Logan Stone Capital, LLCCIK 0001535521
197,693$2.40M+89,047↑ INC
Capital Investment Advisors, LLCCIK 0001582732
189,473$2.30M-1,104↓ DEC
READYSTATE ASSET MANAGEMENT LPCIK 0001900923
146,460$1.78M-23,132↓ DEC
Farther Finance Advisors, LLCCIK 0001992825
146,491$1.78M+40,996↑ INC
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891
140,770$1.71M+38,856↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
130,660$1.59M+61,904↑ INC
BALYASNY ASSET MANAGEMENT L.P.CIK 0001218710
115,080$1.40M+5,263↑ INC
ICON ADVISERS INC/COCIK 0001058470
97,237$1.18M+97,237NEW
Curated Wealth Partners LLCCIK 0001781284
88,053$1.07M+145↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
81,125$986.48K-51,064↓ DEC
NATIONS FINANCIAL GROUP INC, /IA/ /ADVCIK 0001109767
60,732$738.50K-3,549↓ DEC
ROYAL BANK OF CANADACIK 0001000275
49,332$600.00K-2,910↓ DEC
LPL Financial LLCCIK 0001403438
48,789$593.28K+8,050↑ INC

增持最多(買方)

申報機構Δ 持股市值
Penserra Capital Management LLCNEW
+409,927$4.98K
ICON ADVISERS INC/CONEW
+97,237$1.18M
Logan Stone Capital, LLC↑ INC
+89,047$2.40M
Shaker Financial Services, LLC↑ INC
+86,741$4.03M
RAYMOND JAMES FINANCIAL INC↑ INC
+61,904$1.59M
Farther Finance Advisors, LLC↑ INC
+40,996$1.78M
WOLVERINE ASSET MANAGEMENT LLC↑ INC
+38,856$1.71M
AdvisorNet Financial, Inc↑ INC
+17,969$6.12M
MORGAN STANLEY↑ INC
+14,523$6.19M
NewEdge Wealth, LLC↑ INC
+13,260$3.13M

減持最多(賣方)

申報機構Δ 持股市值
STIFEL FINANCIAL CORP↓ DEC
-141,897$490.09K
WELLS FARGO & COMPANY/MN↓ DEC
-71,836$19.32M
BANK OF AMERICA CORP /DE/↓ DEC
-51,064$986.48K
FOUNDATIONS INVESTMENT ADVISORS, LLC↓ DEC
-49,839$4.62M
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.↓ DEC
-33,978$139.89K
UBS Group AG↓ DEC
-32,275$262.13K
GUGGENHEIM CAPITAL LLC↓ DEC
-30,066$5.06M
&PARTNERS↓ DEC
-27,691$485.39K
READYSTATE ASSET MANAGEMENT LP↓ DEC
-23,132$1.78M
OSAIC HOLDINGS, INC.↓ DEC
-19,676$381.25K