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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89
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$61.83M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
1,618,385$19.91M+371,624↑ INC
ABSOLUTE INVESTMENT ADVISERS, LLCCIK 0001316187
585,764$7.20M+585,764NEW
WELLS FARGO & COMPANY/MNCIK 0000072971
381,217$4.69M+117,307↑ INC
Yakira Capital Management, Inc.CIK 0001584639
301,146$3.70M+301,146NEW
LPL Financial LLCCIK 0001403438
243,648$3.00M+20,289↑ INC
GUGGENHEIM CAPITAL LLCCIK 0001283072
241,003$2.96M+22,440↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
211,054$2.60M+34,733↑ INC
Private Advisor Group, LLCCIK 0001567755
139,914$1.72M+1,750↑ INC
ROYAL BANK OF CANADACIK 0001000275
138,162$1.70M-1,420↓ DEC
HARBOUR INVESTMENTS, INC.CIK 0000810121
137,879$1.70M+65,199↑ INC
Almitas Capital LLCCIK 0001596468
110,414$1.36M+110,414NEW
Chicago Partners Investment Group LLCCIK 0001563525
93,073$1.21M+10,066↑ INC
Sterneck Capital Management, LLCCIK 0001438574
95,293$1.17M+43,363↑ INC
OSAIC HOLDINGS, INC.CIK 0001677044
91,152$1.12M-52,234↓ DEC
BANK OF AMERICA CORP /DE/CIK 0000070858
87,224$1.07M+56,309↑ INC
AMERIPRISE FINANCIAL INCCIK 0000820027
70,453$880.33K+18,977↑ INC
FIRST TRUST ADVISORS LPCIK 0001125816
69,204$851.21K-43,473↓ DEC
Quarry LPCIK 0001965207
61,256$753.45K+61,256NEW
Closed-End Fund Advisors, Inc.CIK 0002103520
57,809$711.05K-7,089↓ DEC
BALYASNY ASSET MANAGEMENT L.P.CIK 0001218710
55,991$688.69K+55,991NEW
Steward Partners Investment Advisory, LLCCIK 0001723397
50,275$618.38K+5,936↑ INC
UBS Group AGCIK 0001610520
46,889$576.74K-21,298↓ DEC
Patriot Financial Group Insurance Agency, LLCCIK 0001694883
46,256$568.95K+23,340↑ INC
Cetera Investment AdvisersCIK 0001666741
44,257$544.37K+699↑ INC
Rockefeller Capital Management L.P.CIK 0001739439
42,712$525.36K-2,631↓ DEC

增持最多(買方)

申報機構Δ 持股市值
SIT INVESTMENT ASSOCIATES INC↑ INC
+4,131,596$53.71K
ABSOLUTE INVESTMENT ADVISERS, LLCNEW
+585,764$7.20M
MORGAN STANLEY↑ INC
+371,624$19.91M
Yakira Capital Management, Inc.NEW
+301,146$3.70M
WELLS FARGO & COMPANY/MN↑ INC
+117,307$4.69M
Almitas Capital LLCNEW
+110,414$1.36M
COHEN & STEERS, INC.↑ INC
+89,462$2.80K
HARBOUR INVESTMENTS, INC.↑ INC
+65,199$1.70M
Quarry LPNEW
+61,256$753.45K
BANK OF AMERICA CORP /DE/↑ INC
+56,309$1.07M

減持最多(賣方)

申報機構Δ 持股市值
Penserra Capital Management LLC↓ DEC
-55,179$9.28K
OSAIC HOLDINGS, INC.↓ DEC
-52,234$1.12M
FIRST TRUST ADVISORS LP↓ DEC
-43,473$851.21K
UBS Group AG↓ DEC
-21,298$576.74K
Western Wealth Management, LLC↓ DEC
-17,822$1.57K
Baird Financial Group, Inc.↓ DEC
-14,278$210.78K
Sanctuary Advisors, LLC↓ DEC
-10,615$128.19K
Closed-End Fund Advisors, Inc.↓ DEC
-7,089$711.05K
GILL CAPITAL PARTNERS, LLC↓ DEC
-5,696$59.27K
Janney Montgomery Scott LLC↓ DEC
-4,329$140.00