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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90
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$92.12M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
LPL Financial LLCCIK 0001403438
2,863,101$16.32M+18,716↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
2,604,651$14.85M+100,216↑ INC
MORGAN STANLEYCIK 0000895421
2,322,416$13.24M+28,304↑ INC
GUGGENHEIM CAPITAL LLCCIK 0001283072
1,796,056$10.24M-110,659↓ DEC
Capital Investment Advisors, LLCCIK 0001582732
1,736,686$9.90M-323,764↓ DEC
Invesco Ltd.CIK 0000914208
1,211,911$6.91M+9,699↑ INC
Advisors Asset Management, Inc.CIK 0001297376
660,088$3.76M-220,650↓ DEC
Kestra Advisory Services, LLCCIK 0001830819
502,356$2.86M+297,411↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
411,936$2.35M+48,946↑ INC
ROYAL BANK OF CANADACIK 0001000275
346,974$1.98M+41,272↑ INC
OSAIC HOLDINGS, INC.CIK 0001677044
343,860$1.96M-103,698↓ DEC
STIFEL FINANCIAL CORPCIK 0000720672
214,666$1.22M+21,621↑ INC
Lido Advisors, LLCCIK 0001650150
209,747$1.20M–no_change
Kovack Advisors, Inc.CIK 0001728321
146,718$829.45K-6,844↓ DEC
UBS Group AGCIK 0001610520
131,476$749.41K+5,666↑ INC
MILLENNIUM MANAGEMENT LLCCIK 0001273087
100,958$575.46K+89,817↑ INC
Shaker Financial Services, LLCCIK 0001511794
96,952$552.63K-207,532↓ DEC
NWF Advisory Services Inc.CIK 0002045735
88,000$501.60K–no_change
Cetera Investment AdvisersCIK 0001666741
82,161$468.32K+11,205↑ INC
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272
59,981$341.89K-866↓ DEC
Mariner, LLCCIK 0001373442
53,485$304.87K+225↑ INC
KESTRA PRIVATE WEALTH SERVICES, LLCCIK 0001649451
51,403$293.00K+19↑ INC
DECISION INVESTMENTS, INCCIK 0002111652
45,231$257.82K–no_change
Moors & Cabot, Inc.CIK 0001607239
43,975$250.66K-5,135↓ DEC
Steward Partners Investment Advisory, LLCCIK 0001723397
37,644$214.57K-362↓ DEC

增持最多(買方)

申報機構Δ 持股市值
Kestra Advisory Services, LLC↑ INC
+297,411$2.86M
BANK OF AMERICA CORP /DE/↑ INC
+100,216$14.85M
MILLENNIUM MANAGEMENT LLC↑ INC
+89,817$575.46K
RAYMOND JAMES FINANCIAL INC↑ INC
+48,946$2.35M
ROYAL BANK OF CANADA↑ INC
+41,272$1.98M
Core Wealth Advisors, Inc.NEW
+35,777$203.93K
THRIVENT FINANCIAL FOR LUTHERANS↑ INC
+34,254$2.01K
MORGAN STANLEY↑ INC
+28,304$13.24M
OPPENHEIMER & CO INCNEW
+22,462$128.03K
STIFEL FINANCIAL CORP↑ INC
+21,621$1.22M

減持最多(賣方)

申報機構Δ 持股市值
Capital Investment Advisors, LLC↓ DEC
-323,764$9.90M
Advisors Asset Management, Inc.↓ DEC
-220,650$3.76M
Shaker Financial Services, LLC↓ DEC
-207,532$552.63K
GUGGENHEIM CAPITAL LLC↓ DEC
-110,659$10.24M
OSAIC HOLDINGS, INC.↓ DEC
-103,698$1.96M
WOLVERINE ASSET MANAGEMENT LLC↓ DEC
-77,072$73.53K
Axiom Investment Management LLC↓ DEC
-10,160$4.06K
Advisors Capital Management, LLC↓ DEC
-8,539$92.66K
Kovack Advisors, Inc.↓ DEC
-6,844$829.45K
Moors & Cabot, Inc.↓ DEC
-5,135$250.66K