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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316
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$348.84M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
MORGAN STANLEYCIK 0000895421
5,442,892$41.04M-1,475,532↓ DEC
BANK OF AMERICA CORP /DE/CIK 0000070858
4,777,122$36.02M+254,855↑ INC
WELLS FARGO & COMPANY/MNCIK 0000072971
4,648,791$35.05M+245,746↑ INC
UBS Group AGCIK 0001610520
4,399,194$33.17M+84,221↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
4,071,964$30.70M+248,042↑ INC
ROYAL BANK OF CANADACIK 0001000275
2,881,952$21.73M+1,751,478↑ INC
Invesco Ltd.CIK 0000914208
2,574,651$19.41M-576,795↓ DEC
LPL Financial LLCCIK 0001403438
2,279,903$17.19M+26,908↑ INC
GUGGENHEIM CAPITAL LLCCIK 0001283072
1,907,472$14.38M+10,646↑ INC
CAPTRUST FINANCIAL ADVISORSCIK 0001512024
1,536,912$11.59M+325,573↑ INC
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272
1,221,702$9.21M-13,962↓ DEC
OSAIC HOLDINGS, INC.CIK 0001677044
1,214,016$9.15M+23,710↑ INC
GREATMARK INVESTMENT PARTNERS, INC.CIK 0001540944
985,860$7.43M-16,732↓ DEC
MGO ONE SEVEN LLCCIK 0001731444
982,812$7.41M+20,859↑ INC
Smith Asset Management Co., LLCCIK 0002068217
911,404$6.87M-14,620↓ DEC
TRUIST FINANCIAL CORPCIK 0000092230
888,223$6.70M+100,313↑ INC
Cetera Investment AdvisersCIK 0001666741
803,340$6.06M+70,033↑ INC
AMERIPRISE FINANCIAL INCCIK 0000820027
794,989$5.99M+36,996↑ INC
Kestra Advisory Services, LLCCIK 0001830819
744,388$5.61M+87,270↑ INC
Advisors Asset Management, Inc.CIK 0001297376
669,557$5.05M-148,540↓ DEC
Moors & Cabot, Inc.CIK 0001607239
539,130$4.07M+2,188↑ INC
FCA CORP /TXCIK 0001166402
526,494$3.97M+10,817↑ INC
Chicago Partners Investment Group LLCCIK 0001563525
488,314$3.89M-47,818↓ DEC
Stratos Wealth Partners, LTD.CIK 0001612865
489,684$3.69M-12,540↓ DEC
Lido Advisors, LLCCIK 0001650150
454,737$3.46M+200↑ INC

增持最多(買方)

申報機構Δ 持股市值
ROYAL BANK OF CANADA↑ INC
+1,751,478$21.73M
CAPTRUST FINANCIAL ADVISORS↑ INC
+325,573$11.59M
BANK OF AMERICA CORP /DE/↑ INC
+254,855$36.02M
RAYMOND JAMES FINANCIAL INC↑ INC
+248,042$30.70M
WELLS FARGO & COMPANY/MN↑ INC
+245,746$35.05M
HARBOUR INVESTMENTS, INC.↑ INC
+109,824$1.56M
TRUIST FINANCIAL CORP↑ INC
+100,313$6.70M
Kestra Advisory Services, LLC↑ INC
+87,270$5.61M
MILLENNIUM MANAGEMENT LLC↑ INC
+85,346$749.12K
UBS Group AG↑ INC
+84,221$33.17M

減持最多(賣方)

申報機構Δ 持股市值
MORGAN STANLEY↓ DEC
-1,475,532$41.04M
Invesco Ltd.↓ DEC
-576,795$19.41M
Advisors Asset Management, Inc.↓ DEC
-148,540$5.05M
Integrated Wealth Concepts LLC↓ DEC
-83,822$102.62K
Wealth Advisory Solutions, LLC↓ DEC
-54,555$1.65M
Chicago Partners Investment Group LLC↓ DEC
-47,818$3.89M
Hennion & Walsh Asset Management, Inc.↓ DEC
-47,575$2.46M
Virtu Financial LLC↓ DEC
-47,047$287.00
Capital Investment Advisors, LLC↓ DEC
-44,792$2.04M
STIFEL FINANCIAL CORP↓ DEC
-42,546$3.30M