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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119
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$91.01M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
11,392,747$41.36M+1,759,935↑ INC
Capital Investment Advisors, LLCCIK 0001582732
2,539,012$9.22M-350,817↓ DEC
Invesco Ltd.CIK 0000914208
1,354,893$4.92M+133,941↑ INC
FCA CORP /TXCIK 0001166402
1,206,739$4.38M+66,178↑ INC
WELLS FARGO & COMPANY/MNCIK 0000072971
799,149$2.90M+22,860↑ INC
Rareview Capital LLCCIK 0002044533
691,641$2.75M+119,146↑ INC
LPL Financial LLCCIK 0001403438
752,004$2.73M+367,001↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
664,969$2.41M-37,740↓ DEC
UBS Group AGCIK 0001610520
601,872$2.18M+67,328↑ INC
Shaker Financial Services, LLCCIK 0001511794
512,974$1.86M-100,789↓ DEC
Kanen Wealth Management LLCCIK 0001681614
490,454$1.78M+10,000↑ INC
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891
470,947$1.71M-169,549↓ DEC
ABSOLUTE INVESTMENT ADVISERS, LLCCIK 0001316187
469,158$1.70M+141,927↑ INC
JONES FINANCIAL COMPANIES LLLPCIK 0000815917
473,862$1.68M+56,753↑ INC
Chicago Partners Investment Group LLCCIK 0001563525
368,306$1.36M-30,633↓ DEC
BANK OF AMERICA CORP /DE/CIK 0000070858
316,605$1.15M-42,195↓ DEC
Quarry LPCIK 0001965207
305,111$1.11M+305,111NEW
RFG Advisory, LLCCIK 0001633387
287,063$1.04M+106,280↑ INC
Pathway Financial Advisers, LLCCIK 0002024152
279,433$1.01M+1,730↑ INC
FIRST TRUST ADVISORS LPCIK 0001125816
230,383$836.29K-10,235↓ DEC
Fortis Group Advisors, LLCCIK 0001815183
210,571$777.01K-2,905↓ DEC
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543
169,738$616.15K+36,614↑ INC
Calamos Advisors LLCCIK 0001316507
163,795$594.58K+19,500↑ INC
ROYAL BANK OF CANADACIK 0001000275
146,113$530.00K-5,761↓ DEC
Cetera Investment AdvisersCIK 0001666741
109,681$398.14K+11,268↑ INC

增持最多(買方)

申報機構Δ 持股市值
MORGAN STANLEY↑ INC
+1,759,935$41.36M
SIT INVESTMENT ASSOCIATES INC↑ INC
+577,014$10.21K
LPL Financial LLC↑ INC
+367,001$2.73M
Quarry LPNEW
+305,111$1.11M
ABSOLUTE INVESTMENT ADVISERS, LLC↑ INC
+141,927$1.70M
Invesco Ltd.↑ INC
+133,941$4.92M
Rareview Capital LLC↑ INC
+119,146$2.75M
RFG Advisory, LLC↑ INC
+106,280$1.04M
UBS Group AG↑ INC
+67,328$2.18M
FCA CORP /TX↑ INC
+66,178$4.38M

減持最多(賣方)

申報機構Δ 持股市值
Capital Investment Advisors, LLC↓ DEC
-350,817$9.22M
WOLVERINE ASSET MANAGEMENT LLC↓ DEC
-169,549$1.71M
JANE STREET GROUP, LLC↓ DEC
-154,260$148.09K
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.↓ DEC
-116,036$53.82K
Shaker Financial Services, LLC↓ DEC
-100,789$1.86M
BANK OF AMERICA CORP /DE/↓ DEC
-42,195$1.15M
XTX Topco Ltd↓ DEC
-39,289$128.02K
RAYMOND JAMES FINANCIAL INC↓ DEC
-37,740$2.41M
Chicago Partners Investment Group LLC↓ DEC
-30,633$1.36M
Fiera Capital Corp↓ DEC
-25,034$65.10K