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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154
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$234.05M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
5,116,716$51.68M+77,628↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
4,594,698$46.41M-721,396↓ DEC
GUGGENHEIM CAPITAL LLCCIK 0001283072
1,919,779$19.39M-69,651↓ DEC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
1,512,252$15.27M-1,018↓ DEC
Invesco Ltd.CIK 0000914208
1,246,526$12.59M+251,117↑ INC
WELLS FARGO & COMPANY/MNCIK 0000072971
1,008,333$10.18M-85,009↓ DEC
LPL Financial LLCCIK 0001403438
867,643$8.76M-127,886↓ DEC
ROYAL BANK OF CANADACIK 0001000275
762,220$7.70M-107,606↓ DEC
Capital Investment Advisors, LLCCIK 0001582732
729,312$7.37M-114,840↓ DEC
Sowell Financial Services LLCCIK 0001633697
712,301$7.19M+57,759↑ INC
Allspring Global Investments Holdings, LLCCIK 0001890906
617,201$6.23M+165,959↑ INC
UBS Group AGCIK 0001610520
595,265$6.01M-75,980↓ DEC
Rareview Capital LLCCIK 0002044533
367,912$4.02M+225,471↑ INC
D.A. DAVIDSON & CO.CIK 0001080107
382,991$3.87M+144,213↑ INC
AMERIPRISE FINANCIAL INCCIK 0000820027
371,215$3.75M+45,632↑ INC
Steward Partners Investment Advisory, LLCCIK 0001723397
320,311$3.24M-10,509↓ DEC
CARY STREET PARTNERS FINANCIAL LLCCIK 0001475045
301,781$3.05M+47,403↑ INC
Emissary Wealth LLCCIK 0002107252
279,689$2.82M+15,339↑ INC
Smith Asset Management Co., LLCCIK 0002068217
276,288$2.79M-3,028↓ DEC
Edgemoor Investment Advisors, Inc.CIK 0001313792
257,803$2.60M-2,512↓ DEC
Cetera Investment AdvisersCIK 0001666741
236,069$2.38M+27,038↑ INC
FIRST TRUST ADVISORS LPCIK 0001125816
209,683$2.12M+78,497↑ INC
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891
194,089$1.96M+193,889↑ INC
PRIVATE TRUST CO NACIK 0001277557
134,849$1.36M–no_change
Advisors Asset Management, Inc.CIK 0001297376
128,229$1.30M-66,084↓ DEC

增持最多(買方)

申報機構Δ 持股市值
SIT INVESTMENT ASSOCIATES INC↑ INC
+511,552$70.11K
Invesco Ltd.↑ INC
+251,117$12.59M
Rareview Capital LLC↑ INC
+225,471$4.02M
WOLVERINE ASSET MANAGEMENT LLC↑ INC
+193,889$1.96M
Allspring Global Investments Holdings, LLC↑ INC
+165,959$6.23M
D.A. DAVIDSON & CO.↑ INC
+144,213$3.87M
FIRST TRUST ADVISORS LP↑ INC
+78,497$2.12M
MORGAN STANLEY↑ INC
+77,628$51.68M
Sowell Financial Services LLC↑ INC
+57,759$7.19M
1607 Capital Partners, LLC↑ INC
+57,522$919.36K

減持最多(賣方)

申報機構Δ 持股市值
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC
-1,436,389$781.83K
BANK OF AMERICA CORP /DE/↓ DEC
-721,396$46.41M
LPL Financial LLC↓ DEC
-127,886$8.76M
Capital Investment Advisors, LLC↓ DEC
-114,840$7.37M
ROYAL BANK OF CANADA↓ DEC
-107,606$7.70M
WELLS FARGO & COMPANY/MN↓ DEC
-85,009$10.18M
UBS Group AG↓ DEC
-75,980$6.01M
Diesslin Group, Inc.↓ DEC
-73,239$352.77K
GUGGENHEIM CAPITAL LLC↓ DEC
-69,651$19.39M
Advisors Asset Management, Inc.↓ DEC
-66,084$1.30M