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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117
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$224.15M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
1,284,798$46.70M-9,094↓ DEC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
783,359$28.48M+23,899↑ INC
Karpus Management, Inc.CIK 0001048703
562,909$20.46M+19,362↑ INC
Invesco Ltd.CIK 0000914208
408,613$14.85M-96,965↓ DEC
AMERIPRISE FINANCIAL INCCIK 0000820027
388,213$14.11M+17,106↑ INC
Z3 Capital Partners, LLCCIK 0002127787
388,207$14.11M+8,917↑ INC
1607 Capital Partners, LLCCIK 0001436866
374,820$13.62M+107↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
280,055$10.18M+52,846↑ INC
LPL Financial LLCCIK 0001403438
274,656$9.98M-26,100↓ DEC
ROYAL BANK OF CANADACIK 0001000275
273,366$9.94M-4,473↓ DEC
Steward Partners Investment Advisory, LLCCIK 0001723397
207,702$7.55M+33,834↑ INC
OSAIC HOLDINGS, INC.CIK 0001677044
140,136$5.09M-11,775↓ DEC
Alchemi Wealth, LLCCIK 0002110606
116,779$4.24M+1,006↑ INC
UBS Group AGCIK 0001610520
100,325$3.65M+7,978↑ INC
FIRST TRUST ADVISORS LPCIK 0001125816
84,108$3.06M+4,478↑ INC
NWF Advisory Services Inc.CIK 0002045735
72,005$2.62M-550↓ DEC
Wealthspire Retirement, LLCCIK 0002040084
65,030$2.36M+4,156↑ INC
PMG Family Office LLCCIK 0002102299
64,318$2.34M+1,582↑ INC
STIFEL FINANCIAL CORPCIK 0000720672
60,199$2.19M-629↓ DEC
Cetera Investment AdvisersCIK 0001666741
57,865$2.10M+1,317↑ INC
OPPENHEIMER & CO INCCIK 0000822581
45,025$1.64M+207↑ INC
HighTower Advisors, LLCCIK 0001462245
39,520$1.44M+947↑ INC
TRUIST FINANCIAL CORPCIK 0000092230
33,227$1.21M+4,073↑ INC
David J Yvars GroupCIK 0001836266
31,142$1.12M-498↓ DEC
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272
30,216$1.10M+3,929↑ INC

增持最多(買方)

申報機構Δ 持股市值
BANK OF AMERICA CORP /DE/↑ INC
+52,846$10.18M
Stolper Co↑ INC
+43,001$686.00
Steward Partners Investment Advisory, LLC↑ INC
+33,834$7.55M
WOLVERINE ASSET MANAGEMENT LLC↑ INC
+27,895$1.06M
RAYMOND JAMES FINANCIAL INC↑ INC
+23,899$28.48M
Karpus Management, Inc.↑ INC
+19,362$20.46M
AMERIPRISE FINANCIAL INC↑ INC
+17,106$14.11M
EverSource Wealth Advisors, LLC↑ INC
+14,290$56.40K
FORTEM FINANCIAL GROUP, LLCNEW
+13,363$485.75K
Z3 Capital Partners, LLC↑ INC
+8,917$14.11M

減持最多(賣方)

申報機構Δ 持股市值
Invesco Ltd.↓ DEC
-96,965$14.85M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC
-88,410$185.25K
WEDBUSH SECURITIES INC↓ DEC
-29,431$3.19K
LPL Financial LLC↓ DEC
-26,100$9.98M
Compound Planning, Inc.↓ DEC
-15,624$415.90K
JANE STREET GROUP, LLC↓ DEC
-12,851$371.13K
OSAIC HOLDINGS, INC.↓ DEC
-11,775$5.09M
MORGAN STANLEY↓ DEC
-9,094$46.70M
STEPHENS INC /AR/↓ DEC
-7,150$339.33K
ROYAL BANK OF CANADA↓ DEC
-4,473$9.94M