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。
| 申報機構 | 持股數 | 市值 | Δ 持股 | 變動 |
|---|---|---|---|---|
MORGAN STANLEYCIK 0000895421 | 1,760,741 | $13.50M | -23,685 | ↓ DEC |
Pathstone Holdings, LLCCIK 0002011612 | 1,672,017 | $12.82M | +1,886 | ↑ INC |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 740,410 | $5.68M | – | no_change |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 468,575 | $3.59M | -27,575 | ↓ DEC |
Shaker Financial Services, LLCCIK 0001511794 | 395,995 | $3.04M | +87,703 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 335,875 | $2.58M | -111,265 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 286,816 | $2.20M | -93,059 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 189,196 | $1.45M | +2,725 | ↑ INC |
Private Advisor Group, LLCCIK 0001567755 | 167,744 | $1.29M | +22,493 | ↑ INC |
STEPHENS INC /AR/CIK 0000757657 | 158,528 | $1.22M | +23,217 | ↑ INC |
Matisse CapitalCIK 0001668256 | 145,866 | $1.12M | – | no_change |
LPL Financial LLCCIK 0001403438 | 145,560 | $1.12M | +11,978 | ↑ INC |
Rareview Capital LLCCIK 0002044533 | 114,312 | $949.93K | +58,436 | ↑ INC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 118,030 | $905.29K | +70,020 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 88,199 | $676.49K | +10,018 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 81,081 | $622.00K | +14,236 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 61,178 | $469.23K | -11,749 | ↓ DEC |
Logan Stone Capital, LLCCIK 0001535521 | 42,997 | $329.79K | +23,789 | ↑ INC |
Alexander Randolph Advisory, Inc.CIK 0000874816 | 41,529 | $318.53K | -68,033 | ↓ DEC |
ECLECTIC ASSOCIATES INC /ADVCIK 0000743482 | 40,930 | $313.93K | +13,489 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 34,066 | $261.29K | -60,476 | ↓ DEC |
Apollon Wealth Management, LLCCIK 0001764387 | 31,483 | $241.47K | – | no_change |
AlphaCore Capital LLCCIK 0001713662 | 31,000 | $237.77K | – | no_change |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 24,241 | $185.93K | -25,213 | ↓ DEC |
Closed-End Fund Advisors, Inc.CIK 0002103520 | 22,401 | $171.82K | +1,815 | ↑ INC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Shaker Financial Services, LLC↑ INC | +87,703 | $3.04M |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +70,020 | $905.29K |
Rareview Capital LLC↑ INC | +58,436 | $949.93K |
Logan Stone Capital, LLC↑ INC | +23,789 | $329.79K |
STEPHENS INC /AR/↑ INC | +23,217 | $1.22M |
Private Advisor Group, LLC↑ INC | +22,493 | $1.29M |
Van Diest Capital, LLCNEW | +16,824 | $129.04K |
ROYAL BANK OF CANADA↑ INC | +14,236 | $622.00K |
ECLECTIC ASSOCIATES INC /ADV↑ INC | +13,489 | $313.93K |
LPL Financial LLC↑ INC | +11,978 | $1.12M |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Advisors Asset Management, Inc.↓ DEC | -111,265 | $2.58M |
BANK OF AMERICA CORP /DE/↓ DEC | -93,059 | $2.20M |
Alexander Randolph Advisory, Inc.↓ DEC | -68,033 | $318.53K |
GUGGENHEIM CAPITAL LLC↓ DEC | -60,476 | $261.29K |
Cetera Investment Advisers↓ DEC | -33,451 | $140.89K |
WELLS FARGO & COMPANY/MN↓ DEC | -27,575 | $3.59M |
AMERIPRISE FINANCIAL INC↓ DEC | -25,213 | $185.93K |
MORGAN STANLEY↓ DEC | -23,685 | $13.50M |
UBS Group AG↓ DEC | -21,043 | $99.64K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -20,132 | $95.03K |