Stockfacts
應用場景文件定價
登入免費註冊
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
Stockfacts

給投資人與 AI agent 的美股 EOD 資料庫

資料為 EOD 非即時,非投資建議

應用場景Dashboard

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121
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$186.41M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
1,213,550$24.83M-51,841↓ DEC
BANK OF AMERICA CORP /DE/CIK 0000070858
1,134,517$23.21M-69,647↓ DEC
WELLS FARGO & COMPANY/MNCIK 0000072971
769,232$15.74M+49,891↑ INC
GUGGENHEIM CAPITAL LLCCIK 0001283072
728,260$14.90M-63,648↓ DEC
Invesco Ltd.CIK 0000914208
723,010$14.79M-5,807↓ DEC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
699,479$14.31M+15,407↑ INC
UBS Group AGCIK 0001610520
428,143$8.76M-12,051↓ DEC
LPL Financial LLCCIK 0001403438
412,725$8.44M+3,195↑ INC
ROYAL BANK OF CANADACIK 0001000275
366,367$7.50M+15,912↑ INC
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272
349,044$7.14M-29,099↓ DEC
OSAIC HOLDINGS, INC.CIK 0001677044
300,152$6.14M-347,182↓ DEC
Shaker Financial Services, LLCCIK 0001511794
275,672$5.64M+90,687↑ INC
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891
244,924$5.01M+82,145↑ INC
Chung Wu Investment Group, LLCCIK 0002054278
157,310$3.22M-1,300↓ DEC
JBR Co Financial Management IncCIK 0002017878
136,906$3.20M–no_change
Larson Financial Group LLCCIK 0001731061
141,989$2.91M+4,526↑ INC
Advisors Asset Management, Inc.CIK 0001297376
132,730$2.72M-81,936↓ DEC
1607 Capital Partners, LLCCIK 0001436866
128,981$2.64M+36,948↑ INC
AMERIPRISE FINANCIAL INCCIK 0000820027
124,198$2.53M+5,843↑ INC
Rockefeller Capital Management L.P.CIK 0001739439
120,930$2.47M+1,070↑ INC
Cetera Investment AdvisersCIK 0001666741
113,944$2.33M-57,247↓ DEC
Karpus Management, Inc.CIK 0001048703
110,532$2.26M+108,330↑ INC
Fund Advisors of America Inc/FLCIK 0002116327
106,662$2.18M-1,899↓ DEC
ROMAN BUTLER FULLERTON & COCIK 0000733444
84,705$1.80M+1,085↑ INC
PMG Family Office LLCCIK 0002102299
84,291$1.72M+5,926↑ INC

增持最多(買方)

申報機構Δ 持股市值
Karpus Management, Inc.↑ INC
+108,330$2.26M
Shaker Financial Services, LLC↑ INC
+90,687$5.64M
WOLVERINE ASSET MANAGEMENT LLC↑ INC
+82,145$5.01M
WELLS FARGO & COMPANY/MN↑ INC
+49,891$15.74M
COHEN & STEERS, INC.↑ INC
+40,000$2.65K
1607 Capital Partners, LLC↑ INC
+36,948$2.64M
STIFEL FINANCIAL CORP↑ INC
+25,109$1.54M
Farther Finance Advisors, LLC↑ INC
+23,038$532.53K
Kovack Advisors, Inc.↑ INC
+19,716$853.81K
ROYAL BANK OF CANADA↑ INC
+15,912$7.50M

減持最多(賣方)

申報機構Δ 持股市值
OSAIC HOLDINGS, INC.↓ DEC
-347,182$6.14M
Advisors Asset Management, Inc.↓ DEC
-81,936$2.72M
BANK OF AMERICA CORP /DE/↓ DEC
-69,647$23.21M
GUGGENHEIM CAPITAL LLC↓ DEC
-63,648$14.90M
Cetera Investment Advisers↓ DEC
-57,247$2.33M
MORGAN STANLEY↓ DEC
-51,841$24.83M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC
-33,650$152.05K
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.↓ DEC
-30,950$1.46M
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC
-29,099$7.14M
Axiom Investment Management LLC↓ DEC
-29,091$124.30K