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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44
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$36.25M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
RAYMOND JAMES FINANCIAL INCCIK 0000720005
526,763$5.63M+10,973↑ INC
GUGGENHEIM CAPITAL LLCCIK 0001283072
399,078$4.26M-30,088↓ DEC
Uncommon Cents Investing LLCCIK 0001729754
295,495$3.16M+4,845↑ INC
Shaker Financial Services, LLCCIK 0001511794
273,559$2.92M+42,365↑ INC
ABSOLUTE INVESTMENT ADVISERS, LLCCIK 0001316187
245,966$2.63M–no_change
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891
236,872$2.53M+34,919↑ INC
1607 Capital Partners, LLCCIK 0001436866
190,284$2.03M+138,489↑ INC
Rockefeller Capital Management L.P.CIK 0001739439
173,763$1.86M+10,750↑ INC
MORGAN STANLEYCIK 0000895421
116,595$1.25M-12,948↓ DEC
Quarry LPCIK 0001965207
98,077$1.05M+1,710↑ INC
WELLS FARGO & COMPANY/MNCIK 0000072971
92,463$987.50K-7,664↓ DEC
Capital Investment Advisors, LLCCIK 0001582732
90,745$969.15K-16,647↓ DEC
Logan Stone Capital, LLCCIK 0001535521
90,273$964.12K-3,717↓ DEC
TFB Advisors LLCCIK 0001965201
83,538$892.19K-7,784↓ DEC
CITADEL ADVISORS LLCCIK 0001423053
74,540$796.09K+30,795↑ INC
E&G Advisors, LPCIK 0001598550
63,221$675.20K-3,552↓ DEC
Invesco Ltd.CIK 0000914208
56,886$607.54K-814↓ DEC
Everstar Asset Management, LLCCIK 0002023744
44,105$471.04K-1,800↓ DEC
JONES FINANCIAL COMPANIES LLLPCIK 0000815917
43,329$454.09K+21,550↑ INC
LPL Financial LLCCIK 0001403438
38,720$413.53K+38↑ INC
READYSTATE ASSET MANAGEMENT LPCIK 0001900923
37,210$397.40K-28,672↓ DEC
Ionic Capital Management LLCCIK 0001386462
35,698$381.25K+16,585↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
33,611$358.97K+1,635↑ INC
RVW Wealth, LLCCIK 0001756543
27,623$295.01K–no_change
Calamos Advisors LLCCIK 0001316507
26,332$281.23K+3,135↑ INC

增持最多(買方)

申報機構Δ 持股市值
1607 Capital Partners, LLC↑ INC
+138,489$2.03M
Shaker Financial Services, LLC↑ INC
+42,365$2.92M
WOLVERINE ASSET MANAGEMENT LLC↑ INC
+34,919$2.53M
CITADEL ADVISORS LLC↑ INC
+30,795$796.09K
JONES FINANCIAL COMPANIES LLLP↑ INC
+21,550$454.09K
Ionic Capital Management LLC↑ INC
+16,585$381.25K
RAYMOND JAMES FINANCIAL INC↑ INC
+10,973$5.63M
Rockefeller Capital Management L.P.↑ INC
+10,750$1.86M
FIFTH THIRD BANCORPNEW
+7,232$77.24K
Steward Partners Investment Advisory, LLC↑ INC
+6,165$76.85K

減持最多(賣方)

申報機構Δ 持股市值
PRIVATE MANAGEMENT GROUP INC↓ DEC
-124,534$129.34K
Hara Capital LLC↓ DEC
-71,023$111.07K
GUGGENHEIM CAPITAL LLC↓ DEC
-30,088$4.26M
READYSTATE ASSET MANAGEMENT LP↓ DEC
-28,672$397.40K
Capital Investment Advisors, LLC↓ DEC
-16,647$969.15K
UBS Group AG↓ DEC
-16,004$125.20K
MORGAN STANLEY↓ DEC
-12,948$1.25M
TFB Advisors LLC↓ DEC
-7,784$892.19K
WELLS FARGO & COMPANY/MN↓ DEC
-7,664$987.50K
OSAIC HOLDINGS, INC.↓ DEC
-4,729$190.97K