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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78
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$97.75M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
2,110,863$24.59M-63,221↓ DEC
Advisors Asset Management, Inc.CIK 0001297376
618,229$7.20M+13,075↑ INC
LPL Financial LLCCIK 0001403438
592,207$6.90M+47,841↑ INC
ROYAL BANK OF CANADACIK 0001000275
534,258$6.22M+8,412↑ INC
GUGGENHEIM CAPITAL LLCCIK 0001283072
529,391$6.17M-21,826↓ DEC
Invesco Ltd.CIK 0000914208
438,675$5.11M-80,501↓ DEC
Cetera Investment AdvisersCIK 0001666741
421,366$4.91M+22,400↑ INC
AMERIPRISE FINANCIAL INCCIK 0000820027
384,339$4.48M-20,481↓ DEC
Shaker Financial Services, LLCCIK 0001511794
354,912$4.13M+133,424↑ INC
WELLS FARGO & COMPANY/MNCIK 0000072971
336,697$3.92M+15,578↑ INC
CITY OF LONDON INVESTMENT MANAGEMENT CO LTDCIK 0001034546
290,000$3.38M+100,000↑ INC
UBS Group AGCIK 0001610520
216,932$2.53M+39,587↑ INC
FIRST TRUST ADVISORS LPCIK 0001125816
184,967$2.15M-13,625↓ DEC
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891
178,124$2.08M+48,174↑ INC
Avestar Capital, LLCCIK 0001704404
168,800$1.97M+15,000↑ INC
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543
163,141$1.90M+6,571↑ INC
Rockefeller Capital Management L.P.CIK 0001739439
142,975$1.67M-2,386↓ DEC
INSIGNEO ADVISORY SERVICES, LLCCIK 0001964958
133,500$1.56M–no_change
PRINCIPAL SECURITIES, INC.CIK 0000012600
128,474$1.50M+5,347↑ INC
RFG Advisory, LLCCIK 0001633387
101,657$1.18M-11,818↓ DEC
Steward Partners Investment Advisory, LLCCIK 0001723397
90,642$1.06M+8,298↑ INC
READYSTATE ASSET MANAGEMENT LPCIK 0001900923
73,955$861.58K-161,016↓ DEC
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272
71,109$828.42K+799↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
63,618$741.15K-55,277↓ DEC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
61,434$715.71K+2,778↑ INC

增持最多(買方)

申報機構Δ 持股市值
Penserra Capital Management LLC↑ INC
+227,092$7.56K
Shaker Financial Services, LLC↑ INC
+133,424$4.13M
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD↑ INC
+100,000$3.38M
WOLVERINE ASSET MANAGEMENT LLC↑ INC
+48,174$2.08M
LPL Financial LLC↑ INC
+47,841$6.90M
UBS Group AG↑ INC
+39,587$2.53M
Stolper Co↑ INC
+23,540$976.00
Cetera Investment Advisers↑ INC
+22,400$4.91M
Activest Wealth Management↑ INC
+17,000$690.16K
WELLS FARGO & COMPANY/MN↑ INC
+15,578$3.92M

減持最多(賣方)

申報機構Δ 持股市值
READYSTATE ASSET MANAGEMENT LP↓ DEC
-161,016$861.58K
Invesco Ltd.↓ DEC
-80,501$5.11M
MORGAN STANLEY↓ DEC
-63,221$24.59M
BANK OF AMERICA CORP /DE/↓ DEC
-55,277$741.15K
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.↓ DEC
-47,331$506.06K
JANE STREET GROUP, LLC↓ DEC
-37,430$223.45K
Arax Advisory Partners↓ DEC
-28,937$26.59K
GUGGENHEIM CAPITAL LLC↓ DEC
-21,826$6.17M
AMERIPRISE FINANCIAL INC↓ DEC
-20,481$4.48M
FIRST TRUST ADVISORS LP↓ DEC
-13,625$2.15M