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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94
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$130.24M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
1,364,595$17.08M+38,176↑ INC
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578
1,218,113$15.25M-545,605↓ DEC
TORONTO DOMINION BANKCIK 0000947263
949,291$11.89M+949,291NEW
Cyndeo Wealth Partners, LLCCIK 0001950947
879,881$11.02M+42,300↑ INC
ROYAL BANK OF CANADACIK 0001000275
584,866$7.32M-96,789↓ DEC
LPL Financial LLCCIK 0001403438
580,664$7.27M+56,496↑ INC
GUGGENHEIM CAPITAL LLCCIK 0001283072
574,774$7.20M+105,925↑ INC
Invesco Ltd.CIK 0000914208
545,345$6.83M-128,165↓ DEC
AMERIPRISE FINANCIAL INCCIK 0000820027
521,928$6.53M-11,185↓ DEC
1607 Capital Partners, LLCCIK 0001436866
437,691$5.48M+271,814↑ INC
Allspring Global Investments Holdings, LLCCIK 0001890906
372,532$4.66M+372,532NEW
RAYMOND JAMES FINANCIAL INCCIK 0000720005
369,422$4.63M+18,892↑ INC
UBS Group AGCIK 0001610520
301,296$3.77M+41,983↑ INC
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543
276,864$3.47M+15,383↑ INC
Yakira Capital Management, Inc.CIK 0001584639
172,428$2.16M-132,079↓ DEC
Rareview Capital LLCCIK 0002044533
147,763$2.16M+25,438↑ INC
Cetera Investment AdvisersCIK 0001666741
171,663$2.15M+14,006↑ INC
Capital Investment Advisory Services, LLCCIK 0001659203
160,663$2.01M+48,784↑ INC
Shaker Financial Services, LLCCIK 0001511794
137,454$1.72M-29,504↓ DEC
BANK OF AMERICA CORP /DE/CIK 0000070858
128,804$1.61M-47,180↓ DEC
FIRST TRUST ADVISORS LPCIK 0001125816
104,586$1.31M+19,718↑ INC
OSAIC HOLDINGS, INC.CIK 0001677044
103,641$1.30M-8,256↓ DEC
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891
96,217$1.20M+25,656↑ INC
Steward Partners Investment Advisory, LLCCIK 0001723397
93,641$1.17M-1,849↓ DEC
TRUIST FINANCIAL CORPCIK 0000092230
84,289$1.06M-3,791↓ DEC

增持最多(買方)

申報機構Δ 持股市值
TORONTO DOMINION BANKNEW
+949,291$11.89M
Allspring Global Investments Holdings, LLCNEW
+372,532$4.66M
1607 Capital Partners, LLC↑ INC
+271,814$5.48M
GUGGENHEIM CAPITAL LLC↑ INC
+105,925$7.20M
Penserra Capital Management LLC↑ INC
+101,621$7.66K
LPL Financial LLC↑ INC
+56,496$7.27M
Significant Wealth Partners LLCNEW
+52,516$657.50K
Wealth Care LLCNEW
+51,883$649.58K
Capital Investment Advisory Services, LLC↑ INC
+48,784$2.01M
Cyndeo Wealth Partners, LLC↑ INC
+42,300$11.02M

減持最多(賣方)

申報機構Δ 持股市值
RIVERNORTH CAPITAL MANAGEMENT, LLC↓ DEC
-545,605$15.25M
SIT INVESTMENT ASSOCIATES INC↓ DEC
-280,896$58.61K
Yakira Capital Management, Inc.↓ DEC
-132,079$2.16M
Invesco Ltd.↓ DEC
-128,165$6.83M
ROYAL BANK OF CANADA↓ DEC
-96,789$7.32M
BANK OF AMERICA CORP /DE/↓ DEC
-47,180$1.61M
Shaker Financial Services, LLC↓ DEC
-29,504$1.72M
RIVERBRIDGE PARTNERS LLC↓ DEC
-22,344$329.61K
TrueMark Investments, LLC↓ DEC
-18,779$290.14K
AMERIPRISE FINANCIAL INC↓ DEC
-11,185$6.53M