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。
| 申報機構 | 持股數 | 市值 | Δ 持股 | 變動 |
|---|---|---|---|---|
Advisors Asset Management, Inc.CIK 0001297376 | 776,932 | $7.43M | -86,232 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 771,897 | $7.38M | +107,813 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 354,987 | $3.39M | -19,900 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 300,777 | $2.88M | +13,759 | ↑ INC |
Marks Group Wealth Management, IncCIK 0001802473 | 195,408 | $1.87M | -4,456 | ↓ DEC |
Shaker Financial Services, LLCCIK 0001511794 | 180,588 | $1.73M | +38,057 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 149,520 | $1.43M | -33,931 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 149,413 | $1.43M | +109 | ↑ INC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 119,821 | $1.15M | +65,240 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 112,619 | $1.08M | +11,556 | ↑ INC |
Integrated Wealth Concepts LLCCIK 0001737109 | 108,273 | $1.04M | -10,532 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 97,163 | $929.00K | +7,384 | ↑ INC |
UBS Group AGCIK 0001610520 | 95,236 | $910.46K | -10,506 | ↓ DEC |
Kovack Advisors, Inc.CIK 0001728321 | 80,211 | $763.68K | +9,205 | ↑ INC |
Baird Financial Group, Inc.CIK 0001648711 | 77,601 | $741.87K | -14,450 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 49,547 | $473.67K | -1,480 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 47,679 | $455.81K | -3,967 | ↓ DEC |
Round Rock Advisors LLCCIK 0001846991 | 47,168 | $450.93K | – | no_change |
UHLMANN PRICE SECURITIES, LLCCIK 0001035344 | 39,026 | $373.09K | +988 | ↑ INC |
Closed-End Fund Advisors, Inc.CIK 0002103520 | 35,232 | $336.82K | – | no_change |
EVOLVE PRIVATE WEALTH, LLCCIK 0002111131 | 20,535 | $196.31K | -106 | ↓ DEC |
NWF Advisory Services Inc.CIK 0002045735 | 18,950 | $181.16K | – | no_change |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 18,348 | $175.41K | +6,032 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 17,471 | $167.02K | – | no_change |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 16,632 | $159.00K | +1,575 | ↑ INC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
GUGGENHEIM CAPITAL LLC↑ INC | +107,813 | $7.38M |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +65,240 | $1.15M |
Shaker Financial Services, LLC↑ INC | +38,057 | $1.73M |
Invesco Ltd.↑ INC | +13,759 | $2.88M |
OSAIC HOLDINGS, INC.↑ INC | +11,556 | $1.08M |
Kapstone Financial Advisors LLCNEW | +10,290 | $98.37K |
Kovack Advisors, Inc.↑ INC | +9,205 | $763.68K |
ROYAL BANK OF CANADA↑ INC | +7,384 | $929.00K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC | +6,032 | $175.41K |
Axiom Investment Management LLCNEW | +1,740 | $16.64K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Advisors Asset Management, Inc.↓ DEC | -86,232 | $7.43M |
LPL Financial LLC↓ DEC | -33,931 | $1.43M |
RAYMOND JAMES FINANCIAL INC↓ DEC | -19,900 | $3.39M |
Baird Financial Group, Inc.↓ DEC | -14,450 | $741.87K |
Integrated Wealth Concepts LLC↓ DEC | -10,532 | $1.04M |
UBS Group AG↓ DEC | -10,506 | $910.46K |
Marks Group Wealth Management, Inc↓ DEC | -4,456 | $1.87M |
Cetera Investment Advisers↓ DEC | -3,967 | $455.81K |
WELLS FARGO & COMPANY/MN↓ DEC | -1,480 | $473.67K |
Steward Partners Investment Advisory, LLC↓ DEC | -595 | $62.76K |