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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51
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$44.35M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
651,216$8.90M-10,691↓ DEC
TSP Capital Management Group, LLCCIK 0001317208
409,027$5.59M+84,273↑ INC
Invesco Ltd.CIK 0000914208
336,562$4.60M-18,650↓ DEC
GUGGENHEIM CAPITAL LLCCIK 0001283072
307,629$4.20M-21,995↓ DEC
Shaker Financial Services, LLCCIK 0001511794
221,258$3.05M+187,469↑ INC
MORGAN STANLEYCIK 0000895421
189,539$2.59M+3,951↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
168,291$2.30M-6,056↓ DEC
Capital Investment Advisors, LLCCIK 0001582732
156,946$2.14M+1↑ INC
PFG Investments, LLCCIK 0001973224
108,668$1.48M+2,700↑ INC
Secure Asset Management, LLCCIK 0001800692
86,223$1.18M+12,849↑ INC
READYSTATE ASSET MANAGEMENT LPCIK 0001900923
83,617$1.14M+83,617NEW
ROYAL BANK OF CANADACIK 0001000275
63,263$864.00K+6,526↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
62,298$850.99K+3,568↑ INC
Advisors Asset Management, Inc.CIK 0001297376
53,688$733.38K+635↑ INC
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891
50,984$696.44K+47,394↑ INC
LPL Financial LLCCIK 0001403438
43,985$600.83K-3,664↓ DEC
Cetera Investment AdvisersCIK 0001666741
37,590$513.48K+868↑ INC
AMERIPRISE FINANCIAL INCCIK 0000820027
37,500$512.25K-30,500↓ DEC
Corient Private Wealth LLCCIK 0001948780
34,435$470.38K+7,350↑ INC
FIRST TRUST ADVISORS LPCIK 0001125816
26,579$363.07K-725↓ DEC
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
26,393$360.53K+5,969↑ INC
Baird Financial Group, Inc.CIK 0001648711
24,916$340.35K+149↑ INC
MCRAE CAPITAL MANAGEMENT INCCIK 0000320376
22,575$308.39K+294↑ INC
Lido Advisors, LLCCIK 0001650150
20,732$285.74K–no_change
OSAIC HOLDINGS, INC.CIK 0001677044
20,859$285.07K+738↑ INC

增持最多(買方)

申報機構Δ 持股市值
Shaker Financial Services, LLC↑ INC
+187,469$3.05M
TSP Capital Management Group, LLC↑ INC
+84,273$5.59M
READYSTATE ASSET MANAGEMENT LPNEW
+83,617$1.14M
WOLVERINE ASSET MANAGEMENT LLC↑ INC
+47,394$696.44K
Secure Asset Management, LLC↑ INC
+12,849$1.18M
FIFTH THIRD BANCORPNEW
+12,000$163.92K
Janney Montgomery Scott LLC↑ INC
+10,707$965.00
Jefferies Financial Group Inc.↑ INC
+7,500$249.91K
Corient Private Wealth LLC↑ INC
+7,350$470.38K
ROYAL BANK OF CANADA↑ INC
+6,526$864.00K

減持最多(賣方)

申報機構Δ 持股市值
AMERIPRISE FINANCIAL INC↓ DEC
-30,500$512.25K
GUGGENHEIM CAPITAL LLC↓ DEC
-21,995$4.20M
Invesco Ltd.↓ DEC
-18,650$4.60M
Hennion & Walsh Asset Management, Inc.↓ DEC
-12,771$220.76K
WELLS FARGO & COMPANY/MN↓ DEC
-10,691$8.90M
UBS Group AG↓ DEC
-9,466$83.07K
Rockefeller Capital Management L.P.↓ DEC
-8,000$53.68K
IFG Advisory, LLC↓ DEC
-7,940$92.89K
RAYMOND JAMES FINANCIAL INC↓ DEC
-6,056$2.30M
LPL Financial LLC↓ DEC
-3,664$600.83K