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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97
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$96.00M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
1,067,398$15.39M+336,700↑ INC
EVERGREEN CAPITAL MANAGEMENT LLCCIK 0001260824
916,288$13.21M+19,626↑ INC
ROYAL BANK OF CANADACIK 0001000275
701,399$10.11M+51,803↑ INC
WELLS FARGO & COMPANY/MNCIK 0000072971
566,807$8.17M+26,443↑ INC
EP Wealth Advisors, LLCCIK 0001540569
544,068$7.85M-20,434↓ DEC
Invesco Ltd.CIK 0000914208
387,596$5.59M-105,425↓ DEC
GUGGENHEIM CAPITAL LLCCIK 0001283072
313,131$4.52M+84,984↑ INC
Rareview Capital LLCCIK 0002044533
240,034$3.82M+59,937↑ INC
Cetera Investment AdvisersCIK 0001666741
241,711$3.49M+8,650↑ INC
Stratos Wealth Advisors, LLCCIK 0001707202
211,914$3.06M+13,972↑ INC
FRANKLIN RESOURCES INCCIK 0000038777
167,593$2.42M+5,665↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
160,781$2.32M+17,711↑ INC
OSAIC HOLDINGS, INC.CIK 0001677044
144,455$2.08M-5,101↓ DEC
LPL Financial LLCCIK 0001403438
144,143$2.08M+189↑ INC
EASTERLY INVESTMENT PARTNERS LLCCIK 0001766150
126,739$1.83M+28,818↑ INC
Corient Private Wealth LLCCIK 0001948780
98,240$1.42M+86,514↑ INC
NWF Advisory Services Inc.CIK 0002045735
96,983$1.40M-3,665↓ DEC
STIFEL FINANCIAL CORPCIK 0000720672
92,887$1.34M+9,367↑ INC
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCCIK 0001794153
68,662$990.11K+1,477↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
62,345$899.02K+2,600↑ INC
Baird Financial Group, Inc.CIK 0001648711
59,830$862.75K+16,737↑ INC
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
58,110$837.95K-27,918↓ DEC
Yakira Capital Management, Inc.CIK 0001584639
54,620$787.62K+35,985↑ INC
US BANCORP \DE\CIK 0000036104
53,608$773.03K–no_change
Lido Advisors, LLCCIK 0001650150
52,822$761.69K–no_change

增持最多(買方)

申報機構Δ 持股市值
MORGAN STANLEY↑ INC
+336,700$15.39M
Corient Private Wealth LLC↑ INC
+86,514$1.42M
GUGGENHEIM CAPITAL LLC↑ INC
+84,984$4.52M
Rareview Capital LLC↑ INC
+59,937$3.82M
ROYAL BANK OF CANADA↑ INC
+51,803$10.11M
Yakira Capital Management, Inc.↑ INC
+35,985$787.62K
Quantinno Capital Management LPNEW
+32,304$465.84K
EASTERLY INVESTMENT PARTNERS LLC↑ INC
+28,818$1.83M
WELLS FARGO & COMPANY/MN↑ INC
+26,443$8.17M
EVERGREEN CAPITAL MANAGEMENT LLC↑ INC
+19,626$13.21M

減持最多(賣方)

申報機構Δ 持股市值
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC
-936,177$9.82K
Invesco Ltd.↓ DEC
-105,425$5.59M
Penserra Capital Management LLC↓ DEC
-87,272$16.23K
Beacon Pointe Advisors, LLC↓ DEC
-28,117$681.90K
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC
-27,918$837.95K
EP Wealth Advisors, LLC↓ DEC
-20,434$7.85M
Maridea Wealth Management LLC↓ DEC
-13,202$217.01K
MILLENNIUM MANAGEMENT LLC↓ DEC
-11,837$198.17K
Rockefeller Capital Management L.P.↓ DEC
-6,810$498.57K
IFG Advisory, LLC↓ DEC
-6,469$57.29K