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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105
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$77.66M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
1,176,315$11.32M-127,372↓ DEC
GUGGENHEIM CAPITAL LLCCIK 0001283072
1,128,476$10.86M-75,119↓ DEC
Hennion & Walsh Asset Management, Inc.CIK 0001861642
814,720$7.84M-85,134↓ DEC
MORGAN STANLEYCIK 0000895421
760,602$7.32M+88,088↑ INC
LPL Financial LLCCIK 0001403438
576,132$5.54M-150,964↓ DEC
WELLS FARGO & COMPANY/MNCIK 0000072971
467,486$4.50M+43,005↑ INC
Allianz Asset Management GmbHCIK 0001535323
461,597$4.44M–no_change
Advisors Asset Management, Inc.CIK 0001297376
247,604$2.38M-601↓ DEC
ROYAL BANK OF CANADACIK 0001000275
244,870$2.36M+11,490↑ INC
UBS Group AGCIK 0001610520
225,082$2.17M-28,513↓ DEC
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272
203,050$1.95M+10,503↑ INC
AMERIPRISE FINANCIAL INCCIK 0000820027
199,983$1.92M-141,646↓ DEC
STIFEL FINANCIAL CORPCIK 0000720672
198,921$1.91M-5,975↓ DEC
ROBINSON CAPITAL MANAGEMENT, LLCCIK 0001599795
195,032$1.91M-378,845↓ DEC
Cetera Investment AdvisersCIK 0001666741
145,278$1.40M+7,461↑ INC
JFS WEALTH ADVISORS, LLCCIK 0001568068
144,837$1.39M+181↑ INC
North Ground CapitalCIK 0002055446
130,401$1.25M-107,966↓ DEC
IFP Advisors, IncCIK 0001641866
124,151$1.19M+75,915↑ INC
&PARTNERSCIK 0000107136
120,684$1.16M+10,364↑ INC
GOLDMAN SACHS GROUP INCCIK 0000886982
104,146$1.00M+334↑ INC
Lido Advisors, LLCCIK 0001650150
102,331$984.42K+719↑ INC
OSAIC HOLDINGS, INC.CIK 0001677044
81,006$779.28K-9,459↓ DEC
Mariner, LLCCIK 0001373442
76,415$735.11K–no_change
PNC FINANCIAL SERVICES GROUP, INC.CIK 0000713676
75,252$723.92K-200↓ DEC
Cottage Street Advisors LLCCIK 0001665302
65,000$625.30K+55,000↑ INC

增持最多(買方)

申報機構Δ 持股市值
MORGAN STANLEY↑ INC
+88,088$7.32M
IFP Advisors, Inc↑ INC
+75,915$1.19M
Cottage Street Advisors LLC↑ INC
+55,000$625.30K
WELLS FARGO & COMPANY/MN↑ INC
+43,005$4.50M
JANE STREET GROUP, LLC↑ INC
+42,168$538.57K
VAN ECK ASSOCIATES CORP↑ INC
+37,659$3.31K
Cambridge Investment Research Advisors, Inc.↑ INC
+32,655$2.13K
CWM, LLC↑ INC
+25,875$292.13K
Cornerstone Wealth Management, LLC↑ INC
+15,343$295.16K
Concurrent Investment Advisors, LLC↑ INC
+13,380$280.90K

減持最多(賣方)

申報機構Δ 持股市值
ROBINSON CAPITAL MANAGEMENT, LLC↓ DEC
-378,845$1.91M
LPL Financial LLC↓ DEC
-150,964$5.54M
AMERIPRISE FINANCIAL INC↓ DEC
-141,646$1.92M
RAYMOND JAMES FINANCIAL INC↓ DEC
-127,372$11.32M
North Ground Capital↓ DEC
-107,966$1.25M
Hennion & Walsh Asset Management, Inc.↓ DEC
-85,134$7.84M
GUGGENHEIM CAPITAL LLC↓ DEC
-75,119$10.86M
CITADEL ADVISORS LLC↓ DEC
-73,322$99.65K
Alpine Global Management, LLC↓ DEC
-67,781$459.12K
WOLVERINE ASSET MANAGEMENT LLC↓ DEC
-49,980$59.18K