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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83
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$84.19M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
988,296$10.60M-47,503↓ DEC
BANK OF AMERICA CORP /DE/CIK 0000070858
839,629$9.01M+135,373↑ INC
1607 Capital Partners, LLCCIK 0001436866
823,135$8.83M+23,214↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
724,133$7.77M+69,583↑ INC
Advisors Asset Management, Inc.CIK 0001297376
548,049$5.88M+10,071↑ INC
Invesco Ltd.CIK 0000914208
508,511$5.46M-30,227↓ DEC
LOOMIS SAYLES & CO L PCIK 0000312348
458,217$4.92M+458,217NEW
GUGGENHEIM CAPITAL LLCCIK 0001283072
434,946$4.67M-14,092↓ DEC
Hennion & Walsh Asset Management, Inc.CIK 0001861642
258,178$2.77M+16,989↑ INC
Thayer Partners, LLC / MACIK 0002010185
233,206$2.50M-6,149↓ DEC
Logan Stone Capital, LLCCIK 0001535521
217,196$2.33M-52,484↓ DEC
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891
213,863$2.29M+3,204↑ INC
Ethos Financial Group, LLCCIK 0001954242
197,924$2.23M–no_change
ICON ADVISERS INC/COCIK 0001058470
170,280$1.83M+19,943↑ INC
BALYASNY ASSET MANAGEMENT L.P.CIK 0001218710
159,079$1.71M-11,047↓ DEC
Keating Financial Advisory Services, Inc.CIK 0002103443
136,529$1.46M+68,717↑ INC
OSAIC HOLDINGS, INC.CIK 0001677044
132,481$1.42M-25,607↓ DEC
Baird Financial Group, Inc.CIK 0001648711
131,888$1.42M+24,980↑ INC
LPL Financial LLCCIK 0001403438
128,718$1.38M-39,041↓ DEC
MAI Capital ManagementCIK 0001040197
110,092$1.18M-2,415↓ DEC
UBS Group AGCIK 0001610520
107,845$1.16M-14,534↓ DEC
ROYAL BANK OF CANADACIK 0001000275
102,900$1.10M-84,213↓ DEC
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.CIK 0001536186
82,264$882.69K-46,556↓ DEC
Cetera Investment AdvisersCIK 0001666741
68,222$732.02K-1,258↓ DEC
AMERIPRISE FINANCIAL INCCIK 0000820027
60,361$647.67K-812↓ DEC

增持最多(買方)

申報機構Δ 持股市值
LOOMIS SAYLES & CO L PNEW
+458,217$4.92M
BANK OF AMERICA CORP /DE/↑ INC
+135,373$9.01M
RAYMOND JAMES FINANCIAL INC↑ INC
+69,583$7.77M
Keating Financial Advisory Services, Inc.↑ INC
+68,717$1.46M
COHEN & STEERS, INC.↑ INC
+30,000$1.58K
Ionic Capital Management LLCNEW
+30,000$321.90K
Hilltop Partners LLCNEW
+26,282$476.20K
Baird Financial Group, Inc.↑ INC
+24,980$1.42M
1607 Capital Partners, LLC↑ INC
+23,214$8.83M
ICON ADVISERS INC/CO↑ INC
+19,943$1.83M

減持最多(賣方)

申報機構Δ 持股市值
Apollon Wealth Management, LLC↓ DEC
-86,194$470.48K
ROYAL BANK OF CANADA↓ DEC
-84,213$1.10M
READYSTATE ASSET MANAGEMENT LP↓ DEC
-81,006$382.31K
Logan Stone Capital, LLC↓ DEC
-52,484$2.33M
MORGAN STANLEY↓ DEC
-47,503$10.60M
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.↓ DEC
-46,556$882.69K
Koshinski Asset Management, Inc.↓ DEC
-40,203$252.76K
LPL Financial LLC↓ DEC
-39,041$1.38M
Invesco Ltd.↓ DEC
-30,227$5.46M
OSAIC HOLDINGS, INC.↓ DEC
-25,607$1.42M