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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52
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$17.72M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
1607 Capital Partners, LLCCIK 0001436866
916,968$4.58M+20,661↑ INC
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891
491,251$2.45M+76,893↑ INC
GUGGENHEIM CAPITAL LLCCIK 0001283072
340,540$1.70M+22,477↑ INC
ICON ADVISERS INC/COCIK 0001058470
307,371$1.53M+307,371NEW
Invesco Ltd.CIK 0000914208
236,432$1.18M-21,193↓ DEC
Logan Stone Capital, LLCCIK 0001535521
169,804$847.32K+53,274↑ INC
LOOMIS SAYLES & CO L PCIK 0000312348
122,694$612.24K+122,694NEW
UBS Group AGCIK 0001610520
122,678$612.16K-2,633↓ DEC
Ethos Financial Group, LLCCIK 0001954242
109,439$576.74K–no_change
MORGAN STANLEYCIK 0000895421
111,696$557.37K-14,987↓ DEC
Virtus Investment Advisers, LLCCIK 0000019481
98,865$493.34K-15,377↓ DEC
MELFA WEALTH MANAGEMENT, INC.CIK 0001962465
72,297$360.76K+25,750↑ INC
LPL Financial LLCCIK 0001403438
50,671$252.85K-7,509↓ DEC
Shaker Financial Services, LLCCIK 0001511794
48,309$241.06K-44,112↓ DEC
Almitas Capital LLCCIK 0001596468
42,924$214.19K+28,271↑ INC
CITY OF LONDON INVESTMENT MANAGEMENT CO LTDCIK 0001034546
38,471$191.97K–no_change
SIMON QUICK ADVISORS, LLCCIK 0001692038
34,254$170.93K+34,254NEW
Cetera Investment AdvisersCIK 0001666741
33,512$167.23K-9,575↓ DEC
BANK OF AMERICA CORP /DE/CIK 0000070858
33,187$165.61K+2,854↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
29,297$146.19K+471↑ INC
Matisse CapitalCIK 0001668256
27,527$137.36K+27,527NEW
OSAIC HOLDINGS, INC.CIK 0001677044
27,258$136.02K+3,414↑ INC
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
26,940$134.43K-37,673↓ DEC
Independent Advisor AllianceCIK 0001696899
26,400$131.74K+26,400NEW
Tactive Advisors, LLCCIK 0002002409
25,589$127.69K-1,731↓ DEC

增持最多(買方)

申報機構Δ 持股市值
ICON ADVISERS INC/CONEW
+307,371$1.53M
LOOMIS SAYLES & CO L PNEW
+122,694$612.24K
SIT INVESTMENT ASSOCIATES INC↑ INC
+82,300$3.98K
WOLVERINE ASSET MANAGEMENT LLC↑ INC
+76,893$2.45M
Logan Stone Capital, LLC↑ INC
+53,274$847.32K
SIMON QUICK ADVISORS, LLCNEW
+34,254$170.93K
Almitas Capital LLC↑ INC
+28,271$214.19K
Matisse CapitalNEW
+27,527$137.36K
Independent Advisor AllianceNEW
+26,400$131.74K
MELFA WEALTH MANAGEMENT, INC.↑ INC
+25,750$360.76K

減持最多(賣方)

申報機構Δ 持股市值
Shaker Financial Services, LLC↓ DEC
-44,112$241.06K
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC
-37,673$134.43K
Invesco Ltd.↓ DEC
-21,193$1.18M
Creative Planning↓ DEC
-19,079$100.65K
Virtus Investment Advisers, LLC↓ DEC
-15,377$493.34K
MORGAN STANLEY↓ DEC
-14,987$557.37K
Cetera Investment Advisers↓ DEC
-9,575$167.23K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC
-9,267$12.08K
LPL Financial LLC↓ DEC
-7,509$252.85K
UBS Group AG↓ DEC
-2,633$612.16K