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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84
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$68.87M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
1,244,886$12.00M-224,778↓ DEC
Advisors Asset Management, Inc.CIK 0001297376
693,692$6.69M+10,921↑ INC
Invesco Ltd.CIK 0000914208
564,547$5.44M-89,183↓ DEC
BANK OF AMERICA CORP /DE/CIK 0000070858
515,236$4.97M-26,201↓ DEC
Edgemoor Investment Advisors, Inc.CIK 0001313792
487,589$4.70M-2,448↓ DEC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
418,605$4.04M+61,881↑ INC
LPL Financial LLCCIK 0001403438
402,053$3.88M-33,183↓ DEC
Almitas Capital LLCCIK 0001596468
382,863$3.69M+294,829↑ INC
AMERIPRISE FINANCIAL INCCIK 0000820027
301,726$2.91M+15,190↑ INC
D.A. DAVIDSON & CO.CIK 0001080107
252,296$2.43M-7↓ DEC
UBS Group AGCIK 0001610520
227,213$2.19M-25,163↓ DEC
Focus Partners WealthCIK 0001542153
217,576$2.10M-24,329↓ DEC
GUGGENHEIM CAPITAL LLCCIK 0001283072
202,051$1.95M-40,620↓ DEC
Logan Stone Capital, LLCCIK 0001535521
153,708$1.48M-9,195↓ DEC
STIFEL FINANCIAL CORPCIK 0000720672
135,937$1.31M+28,321↑ INC
WELLS FARGO & COMPANY/MNCIK 0000072971
133,183$1.28M+7,424↑ INC
HOURGLASS CAPITAL, LLCCIK 0001442573
113,800$1.10M+113,800NEW
BALYASNY ASSET MANAGEMENT L.P.CIK 0001218710
111,622$1.08M–no_change
Independent Advisor AllianceCIK 0001696899
110,815$1.07M+84,907↑ INC
ROYAL BANK OF CANADACIK 0001000275
103,767$1.00M-3,538↓ DEC
1607 Capital Partners, LLCCIK 0001436866
94,819$914.05K+168↑ INC
SHUFRO ROSE & CO LLCCIK 0000908195
72,300$696.97K–no_change
Verity Asset Management, Inc.CIK 0001597298
69,543$670.39K+1,771↑ INC
Baird Financial Group, Inc.CIK 0001648711
69,046$665.60K+570↑ INC
Cetera Investment AdvisersCIK 0001666741
65,666$633.02K+2,288↑ INC

增持最多(買方)

申報機構Δ 持股市值
Almitas Capital LLC↑ INC
+294,829$3.69M
HOURGLASS CAPITAL, LLCNEW
+113,800$1.10M
Independent Advisor Alliance↑ INC
+84,907$1.07M
RAYMOND JAMES FINANCIAL INC↑ INC
+61,881$4.04M
STIFEL FINANCIAL CORP↑ INC
+28,321$1.31M
OSAIC HOLDINGS, INC.↑ INC
+18,190$550.21K
AMERIPRISE FINANCIAL INC↑ INC
+15,190$2.91M
Advisors Asset Management, Inc.↑ INC
+10,921$6.69M
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC↑ INC
+9,100$504.40K
WELLS FARGO & COMPANY/MN↑ INC
+7,424$1.28M

減持最多(賣方)

申報機構Δ 持股市值
SIT INVESTMENT ASSOCIATES INC↓ DEC
-263,415$828.00
MORGAN STANLEY↓ DEC
-224,778$12.00M
IFP Advisors, Inc↓ DEC
-169,307$11.57K
Invesco Ltd.↓ DEC
-89,183$5.44M
RFG Advisory, LLC↓ DEC
-67,621$223.61K
Penserra Capital Management LLC↓ DEC
-58,903$6.83K
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC
-58,600$102.19K
GUGGENHEIM CAPITAL LLC↓ DEC
-40,620$1.95M
LPL Financial LLC↓ DEC
-33,183$3.88M
BANK OF AMERICA CORP /DE/↓ DEC
-26,201$4.97M