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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104
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$131.19M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
2,735,431$25.06M+186,688↑ INC
Karpus Management, Inc.CIK 0001048703
1,879,578$17.22M-3,787↓ DEC
UBS Group AGCIK 0001610520
1,376,134$12.61M+121,737↑ INC
LPL Financial LLCCIK 0001403438
1,190,894$10.91M+147,702↑ INC
GUGGENHEIM CAPITAL LLCCIK 0001283072
1,128,912$10.34M-41,730↓ DEC
WELLS FARGO & COMPANY/MNCIK 0000072971
719,424$6.59M+96,119↑ INC
Invesco Ltd.CIK 0000914208
679,052$6.22M-6,404↓ DEC
1607 Capital Partners, LLCCIK 0001436866
540,667$4.95M+86,573↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
438,984$4.02M+34,375↑ INC
Dynamic Advisor Solutions LLCCIK 0001599747
433,567$3.97M+51,262↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
349,875$3.20M-68,376↓ DEC
Allspring Global Investments Holdings, LLCCIK 0001890906
349,001$3.20M+206,557↑ INC
Private Advisor Group, LLCCIK 0001567755
339,588$3.11M+4,107↑ INC
Rockefeller Capital Management L.P.CIK 0001739439
324,216$2.97M+104,199↑ INC
ABSOLUTE INVESTMENT ADVISERS, LLCCIK 0001316187
316,951$2.90M–no_change
OSAIC HOLDINGS, INC.CIK 0001677044
305,131$2.80M+105,764↑ INC
FIRST TRUST ADVISORS LPCIK 0001125816
234,502$2.15M+132,527↑ INC
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272
186,859$1.71M+13,155↑ INC
STIFEL FINANCIAL CORPCIK 0000720672
159,262$1.46M-891↓ DEC
MELFA WEALTH MANAGEMENT, INC.CIK 0001962465
122,729$1.12M–no_change
ProVise Management Group, LLCCIK 0001305707
116,046$1.06M-1,800↓ DEC
PRIVATE TRUST CO NACIK 0001277557
114,919$1.05M-15,000↓ DEC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCCIK 0001632972
99,621$910.54K-15,677↓ DEC
IBEX WEALTH ADVISORSCIK 0001686242
93,464$856.12K+510↑ INC
ECLECTIC ASSOCIATES INC /ADVCIK 0000743482
87,066$797.52K+33,849↑ INC

增持最多(買方)

申報機構Δ 持股市值
SIT INVESTMENT ASSOCIATES INC↑ INC
+221,633$99.47K
Allspring Global Investments Holdings, LLC↑ INC
+206,557$3.20M
MORGAN STANLEY↑ INC
+186,688$25.06M
LPL Financial LLC↑ INC
+147,702$10.91M
FIRST TRUST ADVISORS LP↑ INC
+132,527$2.15M
UBS Group AG↑ INC
+121,737$12.61M
OSAIC HOLDINGS, INC.↑ INC
+105,764$2.80M
Rockefeller Capital Management L.P.↑ INC
+104,199$2.97M
WELLS FARGO & COMPANY/MN↑ INC
+96,119$6.59M
1607 Capital Partners, LLC↑ INC
+86,573$4.95M

減持最多(賣方)

申報機構Δ 持股市值
Beacon Pointe Advisors, LLC↓ DEC
-131,035$405.10K
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.↓ DEC
-122,241$313.69K
BANK OF AMERICA CORP /DE/↓ DEC
-68,376$3.20M
GUGGENHEIM CAPITAL LLC↓ DEC
-41,730$10.34M
WOLVERINE ASSET MANAGEMENT LLC↓ DEC
-28,266$727.18K
Capital Investment Advisors, LLC↓ DEC
-19,419$716.20K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC
-15,677$910.54K
PRIVATE TRUST CO NA↓ DEC
-15,000$1.05M
Fiera Capital Corp↓ DEC
-14,172$93.11K
Mesirow Financial Investment Management, Inc.↓ DEC
-11,537$679.80K