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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77
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$129.50M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
1,189,618$42.67M+65↑ INC
WELLS FARGO & COMPANY/MNCIK 0000072971
653,442$23.44M-13,750↓ DEC
Z3 Capital Partners, LLCCIK 0002127787
408,961$14.67M+5,373↑ INC
ROYAL BANK OF CANADACIK 0001000275
267,804$9.61M+8,443↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
178,390$6.40M+2,077↑ INC
LPL Financial LLCCIK 0001403438
127,880$4.59M-1,905↓ DEC
STIFEL FINANCIAL CORPCIK 0000720672
102,120$3.66M+15,387↑ INC
FCA CORP /TXCIK 0001166402
88,984$3.19M+2,064↑ INC
NORTH STAR ASSET MANAGEMENT INCCIK 0001056559
67,816$2.43M-264↓ DEC
Alessandra Capital Management, LLCCIK 0002132506
61,520$2.21M+2,238↑ INC
Steward Partners Investment Advisory, LLCCIK 0001723397
54,340$1.95M+5,131↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
45,151$1.62M+1,311↑ INC
UBS Group AGCIK 0001610520
44,541$1.60M-3,125↓ DEC
Gilliland Jeter Wealth Management LLCCIK 0002009886
37,387$1.34M+1,118↑ INC
AMERIPRISE FINANCIAL INCCIK 0000820027
34,009$1.22M+9,469↑ INC
Chancellor Financial Group WB LPCIK 0002059742
31,197$1.12M+209↑ INC
CITY OF LONDON INVESTMENT MANAGEMENT CO LTDCIK 0001034546
30,325$1.09M+22,787↑ INC
Advisory Advocates, LLCCIK 0002111697
29,050$1.04M+2,050↑ INC
OPPENHEIMER & CO INCCIK 0000822581
27,890$1.00M-504↓ DEC
HighTower Advisors, LLCCIK 0001462245
25,197$903.83K-972↓ DEC
Private Advisor Group, LLCCIK 0001567755
23,961$859.47K+796↑ INC
World Investment AdvisorsCIK 0001652594
23,855$855.66K-3,735↓ DEC
Samalin Investment Counsel, LLCCIK 0001544366
21,078$756.06K-4,885↓ DEC
Tennessee Valley Asset Management PartnersCIK 0001826790
20,707$742.76K+13↑ INC
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272
15,106$541.85K+1,304↑ INC

增持最多(買方)

申報機構Δ 持股市值
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD↑ INC
+22,787$1.09M
STIFEL FINANCIAL CORP↑ INC
+15,387$3.66M
AMERIPRISE FINANCIAL INC↑ INC
+9,469$1.22M
ROYAL BANK OF CANADA↑ INC
+8,443$9.61M
Indivisible PartnersNEW
+8,112$290.96K
Z3 Capital Partners, LLC↑ INC
+5,373$14.67M
Steward Partners Investment Advisory, LLC↑ INC
+5,131$1.95M
FIFTH THIRD BANCORP↑ INC
+4,739$205.86K
Cambridge Investment Research Advisors, Inc.↑ INC
+4,027$1.73K
Vanguard National Trust CoNEW
+2,915$104.56K

減持最多(賣方)

申報機構Δ 持股市值
WOLVERINE ASSET MANAGEMENT LLC↓ DEC
-62,545$487.94K
WELLS FARGO & COMPANY/MN↓ DEC
-13,750$23.44M
Mariner, LLC↓ DEC
-13,735$503.25K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC
-12,226$4.23K
Triumph Capital Management↓ DEC
-9,070$369.53K
OSAIC HOLDINGS, INC.↓ DEC
-5,657$387.59K
Samalin Investment Counsel, LLC↓ DEC
-4,885$756.06K
STEPHENS INC /AR/↓ DEC
-4,556$342.52K
World Investment Advisors↓ DEC
-3,735$855.66K
Janney Montgomery Scott LLC↓ DEC
-3,474$6.93K