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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120
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$199.49M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
8,003,093$87.71M+483,192↑ INC
Karpus Management, Inc.CIK 0001048703
1,211,742$13.28M-11,038↓ DEC
Advisors Asset Management, Inc.CIK 0001297376
1,161,096$12.73M+150,493↑ INC
GUGGENHEIM CAPITAL LLCCIK 0001283072
1,132,848$12.42M-15,248↓ DEC
LAZARD ASSET MANAGEMENT LLCCIK 0001207017
886,755$9.72M-1,631↓ DEC
Invesco Ltd.CIK 0000914208
783,154$8.58M+827↑ INC
WELLS FARGO & COMPANY/MNCIK 0000072971
745,753$8.17M-28,347↓ DEC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
645,908$7.08M+8,571↑ INC
Saba Capital Management, L.P.CIK 0001510281
566,317$6.21M-1,988,746↓ DEC
LPL Financial LLCCIK 0001403438
489,458$5.36M+32,822↑ INC
Allspring Global Investments Holdings, LLCCIK 0001890906
402,803$4.41M+76,955↑ INC
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891
269,144$2.95M+54,625↑ INC
ROYAL BANK OF CANADACIK 0001000275
263,164$2.88M+4,110↑ INC
Shaker Financial Services, LLCCIK 0001511794
218,660$2.40M+44,589↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
212,740$2.33M+20,790↑ INC
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543
187,270$2.05M+24,054↑ INC
D.A. DAVIDSON & CO.CIK 0001080107
148,012$1.62M+7,114↑ INC
UBS Group AGCIK 0001610520
133,457$1.46M-17,126↓ DEC
OSAIC HOLDINGS, INC.CIK 0001677044
129,080$1.41M+1,859↑ INC
Private Advisor Group, LLCCIK 0001567755
120,609$1.32M+858↑ INC
&PARTNERSCIK 0000107136
114,684$1.25M+23,910↑ INC
EVOLVE PRIVATE WEALTH, LLCCIK 0002111131
102,266$1.12M+3,640↑ INC
Cetera Investment AdvisersCIK 0001666741
96,253$1.05M+13,179↑ INC
SAX WEALTH ADVISORS, LLCCIK 0001846150
85,274$998.56K–no_change
Centurion Wealth Management LLCCIK 0001951368
86,542$948.50K+12↑ INC

增持最多(買方)

申報機構Δ 持股市值
MORGAN STANLEY↑ INC
+483,192$87.71M
Advisors Asset Management, Inc.↑ INC
+150,493$12.73M
Allspring Global Investments Holdings, LLC↑ INC
+76,955$4.41M
FIFTH THIRD BANCORPNEW
+62,029$679.84K
WOLVERINE ASSET MANAGEMENT LLC↑ INC
+54,625$2.95M
Logan Stone Capital, LLC↑ INC
+48,757$906.94K
Shaker Financial Services, LLC↑ INC
+44,589$2.40M
LPL Financial LLC↑ INC
+32,822$5.36M
CENTRAL TRUST CoNEW
+27,000$295.92K
ENVESTNET ASSET MANAGEMENT INC↑ INC
+24,054$2.05M

減持最多(賣方)

申報機構Δ 持股市值
Saba Capital Management, L.P.↓ DEC
-1,988,746$6.21M
NBC SECURITIES, INC.↓ DEC
-135,284$638.81K
WELLS FARGO & COMPANY/MN↓ DEC
-28,347$8.17M
UBS Group AG↓ DEC
-17,126$1.46M
GUGGENHEIM CAPITAL LLC↓ DEC
-15,248$12.42M
OPPENHEIMER & CO INC↓ DEC
-14,595$143.04K
Karpus Management, Inc.↓ DEC
-11,038$13.28M
WEDBUSH SECURITIES INC↓ DEC
-6,337$140.00
Kestra Advisory Services, LLC↓ DEC
-3,794$431.86K
Rockefeller Capital Management L.P.↓ DEC
-3,594$574.06K