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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33.6%
內部人0.5%
機構家數154
機構 33.6%內部人 0.5%其他流通 66.0%
13F 申報機構(前 25)25季度 2026-03-31
前 25 大申報市值$75.68M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
Bulldog Investors, LLPCIK 0001504304
1,538,071$10.52M–no_change
MORGAN STANLEYCIK 0000895421
1,152,950$7.89M+699,162↑ INC
LPL Financial LLCCIK 0001403438
989,153$6.77M+55,168↑ INC
Private Advisor Group, LLCCIK 0001567755
860,616$5.89M+119,783↑ INC
UBS Group AGCIK 0001610520
683,002$4.67M+126,649↑ INC
Invesco Ltd.CIK 0000914208
617,425$4.22M-639,224↓ DEC
Callodine Capital Management, LPCIK 0001741675
612,388$4.19M+50,000↑ INC
Berger Financial Group, IncCIK 0001826136
406,899$2.78M-78,289↓ DEC
Arkadios Wealth AdvisorsCIK 0001800798
335,418$2.29M-7,960↓ DEC
PINKERTON WEALTH, LLCCIK 0001536446
228,636$2.21M–no_change
Hennion & Walsh Asset Management, Inc.CIK 0001861642
317,252$2.17M-97,368↓ DEC
Advisors Asset Management, Inc.CIK 0001297376
307,954$2.11M+15,557↑ INC
Kestra Advisory Services, LLCCIK 0001830819
299,079$2.05M+13,071↑ INC
RENAISSANCE TECHNOLOGIES LLCCIK 0001037389
271,800$1.86M+11,000↑ INC
Qube Research & Technologies LtdCIK 0001729829
269,726$1.84M+251,442↑ INC
OSAIC HOLDINGS, INC.CIK 0001677044
250,265$1.71M+54,854↑ INC
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272
218,068$1.49M+1,481↑ INC
Sigma Planning CorpCIK 0001449126
211,663$1.45M-68,383↓ DEC
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543
208,386$1.43M-24,724↓ DEC
JANE STREET GROUP, LLCCIK 0001595888
208,273$1.42M-109,545↓ DEC
Legacy Wealth Managment, LLC/IDCIK 0002045082
208,062$1.42M-7,147↓ DEC
DIVERSIFY WEALTH MANAGEMENT, LLCCIK 0002030780
186,522$1.40M+53,207↑ INC
BlackRock, Inc.CIK 0002012383
200,393$1.37M-175,366↓ DEC
Alpine Global Management, LLCCIK 0001581655
194,060$1.33M-418,575↓ DEC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
176,084$1.20M+4,564↑ INC

增持最多(買方)

申報機構Δ 持股市值
MORGAN STANLEY↑ INC
+699,162$7.89M
Qube Research & Technologies Ltd↑ INC
+251,442$1.84M
UBS Group AG↑ INC
+126,649$4.67M
Private Advisor Group, LLC↑ INC
+119,783$5.89M
Financial Gravity Asset Management, Inc.↑ INC
+61,785$587.11K
XTX Topco Ltd↑ INC
+61,089$636.11K
LPL Financial LLC↑ INC
+55,168$6.77M
OSAIC HOLDINGS, INC.↑ INC
+54,854$1.71M
DIVERSIFY WEALTH MANAGEMENT, LLC↑ INC
+53,207$1.40M
Callodine Capital Management, LP↑ INC
+50,000$4.19M

減持最多(賣方)

申報機構Δ 持股市值
North Ground Capital↓ DEC
-1,011,992$513.00K
Invesco Ltd.↓ DEC
-639,224$4.22M
Closed-End Fund Advisors, Inc.↓ DEC
-441,501$235.34K
Alpine Global Management, LLC↓ DEC
-418,575$1.33M
TWO SIGMA INVESTMENTS, LP↓ DEC
-369,788$791.35K
VAN ECK ASSOCIATES CORP↓ DEC
-275,711$6.62K
INDEPENDENT FINANCIAL GROUP, LLC↓ DEC
-181,542$306.48K
BlackRock, Inc.↓ DEC
-175,366$1.37M
JPMORGAN CHASE & CO↓ DEC
-169,782$10.73K
JANE STREET GROUP, LLC↓ DEC
-109,545$1.42M