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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88
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$134.05M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
2,001,279$44.75M-222,639↓ DEC
Equitable Holdings, Inc.CIK 0001333986
933,720$20.88M+238,759↑ INC
UBS Group AGCIK 0001610520
702,522$15.71M-61,621↓ DEC
LPL Financial LLCCIK 0001403438
318,387$7.12M+17,058↑ INC
STIFEL FINANCIAL CORPCIK 0000720672
285,494$6.38M-104,983↓ DEC
AMERIPRISE FINANCIAL INCCIK 0000820027
220,754$4.94M+122,075↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
181,060$4.05M-3,892↓ DEC
ROYAL BANK OF CANADACIK 0001000275
148,654$3.32M+6,065↑ INC
FIRST TRUST ADVISORS LPCIK 0001125816
134,779$3.01M-34,093↓ DEC
FIFTH THIRD BANCORPCIK 0000035527
122,523$2.74M+122,508↑ INC
Hennion & Walsh Asset Management, Inc.CIK 0001861642
93,298$2.09M+7,756↑ INC
&PARTNERSCIK 0000107136
88,480$1.98M+54,426↑ INC
Invesco Ltd.CIK 0000914208
83,288$1.86M+2,960↑ INC
MILLENNIUM MANAGEMENT LLCCIK 0001273087
80,124$1.79M+69,585↑ INC
Cetera Investment AdvisersCIK 0001666741
74,598$1.67M+7,498↑ INC
Capital Investment Advisors, LLCCIK 0001582732
59,483$1.33M-8,855↓ DEC
Smith Asset Management Co., LLCCIK 0002068217
58,654$1.31M-995↓ DEC
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCCIK 0001818604
54,339$1.23M-1,000↓ DEC
Advisory Advocates, LLCCIK 0002111697
54,561$1.22M+6,100↑ INC
Baird Financial Group, Inc.CIK 0001648711
53,977$1.21M-1,097↓ DEC
OSAIC HOLDINGS, INC.CIK 0001677044
50,907$1.14M-2,780↓ DEC
Steward Partners Investment Advisory, LLCCIK 0001723397
49,323$1.10M+530↑ INC
Stratos Wealth Partners, LTD.CIK 0001612865
49,033$1.10M+400↑ INC
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272
47,991$1.07M+1,659↑ INC
Old Port AdvisorsCIK 0001744348
46,871$1.05M-1,988↓ DEC

增持最多(買方)

申報機構Δ 持股市值
Equitable Holdings, Inc.↑ INC
+238,759$20.88M
FIFTH THIRD BANCORP↑ INC
+122,508$2.74M
AMERIPRISE FINANCIAL INC↑ INC
+122,075$4.94M
MILLENNIUM MANAGEMENT LLC↑ INC
+69,585$1.79M
&PARTNERS↑ INC
+54,426$1.98M
JANE STREET GROUP, LLC↑ INC
+20,103$690.75K
LPL Financial LLC↑ INC
+17,058$7.12M
SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW
+14,500$324.22K
Kestra Advisory Services, LLC↑ INC
+8,512$613.02K
Hennion & Walsh Asset Management, Inc.↑ INC
+7,756$2.09M

減持最多(賣方)

申報機構Δ 持股市值
MORGAN STANLEY↓ DEC
-222,639$44.75M
STIFEL FINANCIAL CORP↓ DEC
-104,983$6.38M
UBS Group AG↓ DEC
-61,621$15.71M
Shaker Financial Services, LLC↓ DEC
-54,029$509.81K
FIRST TRUST ADVISORS LP↓ DEC
-34,093$3.01M
Closed-End Fund Advisors, Inc.↓ DEC
-19,897$577.24K
Capital Investment Advisors, LLC↓ DEC
-8,855$1.33M
RAYMOND JAMES FINANCIAL INC↓ DEC
-3,892$4.05M
Geneos Wealth Management Inc.↓ DEC
-3,633$1.97K
CoreCap Advisors, LLC↓ DEC
-3,260$78.26K