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 |
|---|---|---|---|---|
Shaker Financial Services, LLCCIK 0001511794 | 615,664 | $9.31M | +54,947 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 572,512 | $8.46M | +35,764 | ↑ INC |
Baird Financial Group, Inc.CIK 0001648711 | 481,939 | $7.12M | -89,746 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 374,239 | $5.53M | -9,332 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 317,568 | $4.69M | +48,676 | ↑ INC |
1607 Capital Partners, LLCCIK 0001436866 | 288,211 | $4.26M | +247,153 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 261,599 | $3.87M | -8,521 | ↓ DEC |
RETIREMENT PLANNING GROUP, LLC / NYCIK 0002057004 | 255,078 | $3.86M | -13,037 | ↓ DEC |
Karpus Management, Inc.CIK 0001048703 | 184,196 | $2.72M | +135,119 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 178,747 | $2.64M | -3,122 | ↓ DEC |
Capital Investment Advisors, LLCCIK 0001582732 | 116,571 | $1.72M | – | no_change |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 108,899 | $1.61M | +6,618 | ↑ INC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 103,118 | $1.52M | +13,100 | ↑ INC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 90,778 | $1.34M | +100 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 90,037 | $1.33M | -13,415 | ↓ DEC |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCCIK 0001818604 | 52,025 | $779.86K | -977 | ↓ DEC |
Spire Wealth ManagementCIK 0001858740 | 51,574 | $762.26K | – | no_change |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 46,108 | $672.59K | -2,123 | ↓ DEC |
UBS Group AGCIK 0001610520 | 41,113 | $607.65K | -13,808 | ↓ DEC |
Z3 Capital Partners, LLCCIK 0002127787 | 40,593 | $599.97K | +4,300 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 35,792 | $529.01K | +2,285 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 35,028 | $517.71K | -165 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 32,786 | $485.00K | +390 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 30,526 | $451.17K | +5 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 30,483 | $450.54K | -41,541 | ↓ DEC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
1607 Capital Partners, LLC↑ INC | +247,153 | $4.26M |
Karpus Management, Inc.↑ INC | +135,119 | $2.72M |
Shaker Financial Services, LLC↑ INC | +54,947 | $9.31M |
GUGGENHEIM CAPITAL LLC↑ INC | +48,676 | $4.69M |
RAYMOND JAMES FINANCIAL INC↑ INC | +35,764 | $8.46M |
TWO SIGMA INVESTMENTS, LPNEW | +18,921 | $279.65K |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +13,100 | $1.52M |
THRIVENT FINANCIAL FOR LUTHERANS↑ INC | +12,600 | $1.26K |
Founders Financial Alliance, LLCNEW | +10,298 | $152.21K |
WELLS FARGO & COMPANY/MN↑ INC | +6,618 | $1.61M |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Baird Financial Group, Inc.↓ DEC | -89,746 | $7.12M |
Advisors Asset Management, Inc.↓ DEC | -41,541 | $450.54K |
UBS Group AG↓ DEC | -13,808 | $607.65K |
LPL Financial LLC↓ DEC | -13,415 | $1.33M |
RETIREMENT PLANNING GROUP, LLC / NY↓ DEC | -13,037 | $3.86M |
MORGAN STANLEY↓ DEC | -9,332 | $5.53M |
Invesco Ltd.↓ DEC | -8,521 | $3.87M |
OSAIC HOLDINGS, INC.↓ DEC | -3,122 | $2.64M |
AMERIPRISE FINANCIAL INC↓ DEC | -2,123 | $672.59K |
NWF Advisory Services Inc.↓ DEC | -2,000 | $149.28K |