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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198
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$378.06M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
8,137,202$89.67M+1,116,788↑ INC
LPL Financial LLCCIK 0001403438
2,517,603$27.74M-34,632↓ DEC
VERUS CAPITAL PARTNERS, LLCCIK 0001796874
2,477,088$27.30M+150,544↑ INC
Estate Planners Group, LLCCIK 0002118977
2,370,615$26.12M+77,837↑ INC
UBS Group AGCIK 0001610520
1,917,212$21.13M+224,953↑ INC
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578
1,888,335$20.81M+1,076,643↑ INC
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543
1,467,979$16.18M-28,471↓ DEC
Invesco Ltd.CIK 0000914208
1,457,791$16.06M+134,810↑ INC
Logan Stone Capital, LLCCIK 0001535521
1,299,103$14.32M+308,627↑ INC
Cetera Investment AdvisersCIK 0001666741
1,251,299$13.79M-9,744↓ DEC
ROYAL BANK OF CANADACIK 0001000275
1,145,825$12.63M+163,619↑ INC
OSAIC HOLDINGS, INC.CIK 0001677044
1,066,935$11.76M+113,494↑ INC
Thomas J. Herzfeld Advisors, Inc.CIK 0001509510
1,015,400$11.19M+88,155↑ INC
CreativeOne Wealth, LLCCIK 0001739728
946,815$10.43M+47,650↑ INC
MML INVESTORS SERVICES, LLCCIK 0000701059
842,008$9.28M+46,787↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
779,292$8.59M+48,219↑ INC
Secure Asset Management, LLCCIK 0001800692
623,443$6.87M+77,904↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
603,335$6.65M+145,498↑ INC
TRUIST FINANCIAL CORPCIK 0000092230
564,460$6.22M-202,476↓ DEC
PETRA FINANCIAL ADVISORS INCCIK 0001971427
469,379$5.17M+11,063↑ INC
Harpswell Capital Advisors, LLCCIK 0001806630
327,617$3.61M+128,694↑ INC
U.S. Capital Wealth Advisors, LLCCIK 0001808915
316,813$3.49M+10,070↑ INC
XTX Topco LtdCIK 0001828301
278,101$3.06M+108,013↑ INC
Integrated Wealth Concepts LLCCIK 0001737109
273,821$3.02M+33,303↑ INC
INTEGRITY ALLIANCE, LLC.CIK 0001352260
268,902$2.96M-64,469↓ DEC

增持最多(買方)

申報機構Δ 持股市值
MORGAN STANLEY↑ INC
+1,116,788$89.67M
RIVERNORTH CAPITAL MANAGEMENT, LLC↑ INC
+1,076,643$20.81M
COHEN & STEERS, INC.↑ INC
+450,000$13.46K
Logan Stone Capital, LLC↑ INC
+308,627$14.32M
UBS Group AG↑ INC
+224,953$21.13M
ROYAL BANK OF CANADA↑ INC
+163,619$12.63M
VERUS CAPITAL PARTNERS, LLC↑ INC
+150,544$27.30M
BANK OF AMERICA CORP /DE/↑ INC
+145,498$6.65M
Invesco Ltd.↑ INC
+134,810$16.06M
Harpswell Capital Advisors, LLC↑ INC
+128,694$3.61M

減持最多(賣方)

申報機構Δ 持股市值
BlackRock, Inc.↓ DEC
-1,399,936$2.44M
Prime Capital Investment Advisors, LLC↓ DEC
-352,720$760.37K
Kera Capital Partners, Inc.↓ DEC
-324,604$420.93K
JANE STREET GROUP, LLC↓ DEC
-308,141$663.40K
TRUIST FINANCIAL CORP↓ DEC
-202,476$6.22M
Significant Wealth Partners LLC↓ DEC
-118,575$1.74M
Advisors Asset Management, Inc.↓ DEC
-111,653$6.06K
Noble Wealth Management PBC↓ DEC
-78,165$599.49K
INTEGRITY ALLIANCE, LLC.↓ DEC
-64,469$2.96M
Almanack Investment Partners, LLC.↓ DEC
-58,140$545.00K