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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172
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$221.71M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
1,804,529$24.67M-8,215↓ DEC
LPL Financial LLCCIK 0001403438
1,719,182$23.50M-79,966↓ DEC
Invesco Ltd.CIK 0000914208
1,479,632$20.23M-34,278↓ DEC
GUGGENHEIM CAPITAL LLCCIK 0001283072
1,335,358$18.25M+29,994↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
1,153,522$15.77M+44,924↑ INC
PARAGON FINANCIAL PARTNERS, INC.CIK 0001910845
994,107$14.47M+52,191↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
719,814$9.84M+18,451↑ INC
PRINCIPAL SECURITIES, INC.CIK 0000012600
615,740$8.42M-27,382↓ DEC
BALANCED WEALTH GROUP LLCCIK 0002009783
606,954$8.30M+34,974↑ INC
UBS Group AGCIK 0001610520
525,837$7.19M+19,174↑ INC
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543
467,759$6.39M+165,124↑ INC
AMERIPRISE FINANCIAL INCCIK 0000820027
452,782$6.19M+16,132↑ INC
ROYAL BANK OF CANADACIK 0001000275
430,543$5.89M-7,571↓ DEC
Steward Partners Investment Advisory, LLCCIK 0001723397
423,531$5.79M+87,542↑ INC
MML INVESTORS SERVICES, LLCCIK 0000701059
399,182$5.46M-64,315↓ DEC
SIMS INVESTMENT MANAGEMENT, LLCCIK 0002053807
387,929$5.30M-982↓ DEC
OSAIC HOLDINGS, INC.CIK 0001677044
362,457$4.96M-101,499↓ DEC
Cetera Investment AdvisersCIK 0001666741
340,066$4.65M+219,413↑ INC
TRUIST FINANCIAL CORPCIK 0000092230
317,449$4.34M-728↓ DEC
Kingstone Capital Partners Texas, LLCCIK 0002057208
307,504$4.20M+53,894↑ INC
FRANKLIN RESOURCES INCCIK 0000038777
297,695$4.07M+3,967↑ INC
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272
267,092$3.65M+15,047↑ INC
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891
255,669$3.49M-77,890↓ DEC
Advisors Asset Management, Inc.CIK 0001297376
247,876$3.39M+51,052↑ INC
Focus Partners WealthCIK 0001542153
241,942$3.31M+206,904↑ INC

增持最多(買方)

申報機構Δ 持股市值
Cetera Investment Advisers↑ INC
+219,413$4.65M
Focus Partners Wealth↑ INC
+206,904$3.31M
ENVESTNET ASSET MANAGEMENT INC↑ INC
+165,124$6.39M
PARK AVENUE SECURITIES LLCNEW
+144,255$1.97K
Steward Partners Investment Advisory, LLC↑ INC
+87,542$5.79M
Kingstone Capital Partners Texas, LLC↑ INC
+53,894$4.20M
PARAGON FINANCIAL PARTNERS, INC.↑ INC
+52,191$14.47M
Advisors Asset Management, Inc.↑ INC
+51,052$3.39M
RAYMOND JAMES FINANCIAL INC↑ INC
+44,924$15.77M
Calamos Advisors LLCNEW
+42,714$583.90K

減持最多(賣方)

申報機構Δ 持股市值
READYSTATE ASSET MANAGEMENT LP↓ DEC
-215,563$192.42K
Shaker Financial Services, LLC↓ DEC
-202,328$291.51K
OSAIC HOLDINGS, INC.↓ DEC
-101,499$4.96M
LPL Financial LLC↓ DEC
-79,966$23.50M
WOLVERINE ASSET MANAGEMENT LLC↓ DEC
-77,890$3.49M
MML INVESTORS SERVICES, LLC↓ DEC
-64,315$5.46M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC
-55,446$134.69K
Farther Finance Advisors, LLC↓ DEC
-52,557$10.63K
JANE STREET GROUP, LLC↓ DEC
-36,603$138.83K
Invesco Ltd.↓ DEC
-34,278$20.23M