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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199
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$401.46M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
13,043,773$179.87M+55,909↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
2,500,782$34.49M+16,212↑ INC
Invesco Ltd.CIK 0000914208
1,592,347$21.96M+173,016↑ INC
LPL Financial LLCCIK 0001403438
1,286,095$17.74M+48,123↑ INC
PRINCIPAL SECURITIES, INC.CIK 0000012600
1,120,472$15.45M-13,385↓ DEC
GUGGENHEIM CAPITAL LLCCIK 0001283072
853,436$11.77M-51,474↓ DEC
BANK OF AMERICA CORP /DE/CIK 0000070858
817,971$11.28M-26,589↓ DEC
MATRIX PRIVATE CAPITAL GROUP LLCCIK 0001906866
805,721$11.11M+136,196↑ INC
ROYAL BANK OF CANADACIK 0001000275
637,446$8.79M-34,879↓ DEC
RFG Advisory, LLCCIK 0001633387
626,075$8.63M+12,689↑ INC
OSAIC HOLDINGS, INC.CIK 0001677044
600,715$8.28M+52,067↑ INC
Baird Financial Group, Inc.CIK 0001648711
537,761$7.42M+21,791↑ INC
UBS Group AGCIK 0001610520
521,091$7.19M-18,779↓ DEC
IHT Wealth Management, LLCCIK 0001697490
445,405$6.14M+30,383↑ INC
Pathway Financial Advisers, LLCCIK 0002024152
440,229$6.07M+24,055↑ INC
STIFEL FINANCIAL CORPCIK 0000720672
438,048$6.04M+24,391↑ INC
AMERIPRISE FINANCIAL INCCIK 0000820027
415,438$5.73M-7,618↓ DEC
Shaker Financial Services, LLCCIK 0001511794
368,539$5.08M+159,359↑ INC
Cypress Capital Management LLC (WY)CIK 0001633896
362,177$4.99M+74,970↑ INC
Rockefeller Capital Management L.P.CIK 0001739439
323,630$4.46M+20,996↑ INC
Cetera Investment AdvisersCIK 0001666741
306,604$4.23M+48,075↑ INC
CoreCap Advisors, LLCCIK 0001902501
300,005$4.14M+5,775↑ INC
HighTower Advisors, LLCCIK 0001462245
289,406$3.99M+4,089↑ INC
Advisors Asset Management, Inc.CIK 0001297376
240,246$3.31M-67,880↓ DEC
Private Advisor Group, LLCCIK 0001567755
239,293$3.30M+3,508↑ INC

增持最多(買方)

申報機構Δ 持股市值
Invesco Ltd.↑ INC
+173,016$21.96M
Shaker Financial Services, LLC↑ INC
+159,359$5.08M
WOLVERINE ASSET MANAGEMENT LLC↑ INC
+142,953$2.72M
MATRIX PRIVATE CAPITAL GROUP LLC↑ INC
+136,196$11.11M
READYSTATE ASSET MANAGEMENT LP↑ INC
+87,701$1.90M
Cypress Capital Management LLC (WY)↑ INC
+74,970$4.99M
FIFTH THIRD BANCORP↑ INC
+70,398$1.08M
HARBOUR INVESTMENTS, INC.↑ INC
+70,044$1.29M
MORGAN STANLEY↑ INC
+55,909$179.87M
OSAIC HOLDINGS, INC.↑ INC
+52,067$8.28M

減持最多(賣方)

申報機構Δ 持股市值
World Investment Advisors↓ DEC
-134,414$299.98K
Advisors Asset Management, Inc.↓ DEC
-67,880$3.31M
GUGGENHEIM CAPITAL LLC↓ DEC
-51,474$11.77M
Compound Planning, Inc.↓ DEC
-46,887$495.97K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC
-39,125$299.68K
ROYAL BANK OF CANADA↓ DEC
-34,879$8.79M
BANK OF AMERICA CORP /DE/↓ DEC
-26,589$11.28M
UBS Group AG↓ DEC
-18,779$7.19M
PRINCIPAL SECURITIES, INC.↓ DEC
-13,385$15.45M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC
-13,150$424.52K