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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130
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$265.02M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
9,819,818$92.80M-183,747↓ DEC
AMERIPRISE FINANCIAL INCCIK 0000820027
4,818,007$45.53M+307,744↑ INC
GUGGENHEIM CAPITAL LLCCIK 0001283072
1,820,371$17.20M+57,804↑ INC
Invesco Ltd.CIK 0000914208
1,677,489$15.85M+223,208↑ INC
LPL Financial LLCCIK 0001403438
1,098,486$10.38M-245,836↓ DEC
Chicago Partners Investment Group LLCCIK 0001563525
1,064,177$10.15M+13,216↑ INC
ROYAL BANK OF CANADACIK 0001000275
995,905$9.41M+19,806↑ INC
Cetera Investment AdvisersCIK 0001666741
933,420$8.82M+122,470↑ INC
UBS Group AGCIK 0001610520
717,312$6.78M-49,252↓ DEC
Capital Investment Advisors, LLCCIK 0001582732
629,405$5.95M-84,660↓ DEC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
591,129$5.59M+71,287↑ INC
Cyndeo Wealth Partners, LLCCIK 0001950947
401,237$3.79M-35,891↓ DEC
OAK HILL ADVISORS LPCIK 0001164688
390,403$3.69M–no_change
Kanen Wealth Management LLCCIK 0001681614
379,816$3.59M+24,700↑ INC
OSAIC HOLDINGS, INC.CIK 0001677044
372,839$3.52M+10,369↑ INC
STIFEL FINANCIAL CORPCIK 0000720672
323,057$3.05M+40,718↑ INC
Shaker Financial Services, LLCCIK 0001511794
289,373$2.73M+50,314↑ INC
Kestra Advisory Services, LLCCIK 0001830819
284,294$2.69M+22,793↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
266,324$2.52M-28,670↓ DEC
Creative PlanningCIK 0001540235
228,598$2.16M+200↑ INC
Summit Financial, LLCCIK 0001765536
208,208$1.97M+15,793↑ INC
Baird Financial Group, Inc.CIK 0001648711
203,074$1.92M+24,914↑ INC
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272
193,110$1.82M-19,219↓ DEC
Ethos Financial Group, LLCCIK 0001954242
172,441$1.71M–no_change
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891
147,296$1.39M+95,960↑ INC

增持最多(買方)

申報機構Δ 持股市值
SIT INVESTMENT ASSOCIATES INC↑ INC
+1,408,266$74.36K
AMERIPRISE FINANCIAL INC↑ INC
+307,744$45.53M
Invesco Ltd.↑ INC
+223,208$15.85M
Cetera Investment Advisers↑ INC
+122,470$8.82M
WOLVERINE ASSET MANAGEMENT LLC↑ INC
+95,960$1.39M
RAYMOND JAMES FINANCIAL INC↑ INC
+71,287$5.59M
Focus Partners Wealth↑ INC
+70,931$784.79K
GUGGENHEIM CAPITAL LLC↑ INC
+57,804$17.20M
Shaker Financial Services, LLC↑ INC
+50,314$2.73M
STIFEL FINANCIAL CORP↑ INC
+40,718$3.05M

減持最多(賣方)

申報機構Δ 持股市值
LPL Financial LLC↓ DEC
-245,836$10.38M
MORGAN STANLEY↓ DEC
-183,747$92.80M
JANE STREET GROUP, LLC↓ DEC
-128,046$229.20K
Capital Investment Advisors, LLC↓ DEC
-84,660$5.95M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC
-74,230$2.57K
UBS Group AG↓ DEC
-49,252$6.78M
Cyndeo Wealth Partners, LLC↓ DEC
-35,891$3.79M
FIRST MERCHANTS CORP↓ DEC
-30,000$198.45K
BANK OF AMERICA CORP /DE/↓ DEC
-28,670$2.52M
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC
-19,219$1.82M