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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81
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$72.72M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
1607 Capital Partners, LLCCIK 0001436866
6,334,572$15.90M+116,096↑ INC
Karpus Management, Inc.CIK 0001048703
5,275,910$13.24M+890,186↑ INC
AMERIPRISE FINANCIAL INCCIK 0000820027
4,216,184$10.58M+258,505↑ INC
Allspring Global Investments Holdings, LLCCIK 0001890906
4,134,958$10.38M–no_change
MORGAN STANLEYCIK 0000895421
1,319,585$3.31M+74,598↑ INC
Invesco Ltd.CIK 0000914208
1,085,752$2.73M+18,689↑ INC
LPL Financial LLCCIK 0001403438
983,464$2.47M-65,301↓ DEC
BANK OF AMERICA CORP /DE/CIK 0000070858
970,447$2.44M-6,546↓ DEC
Equitable Holdings, Inc.CIK 0001333986
728,657$1.90M+26,810↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
615,455$1.54M+256,110↑ INC
OSAIC HOLDINGS, INC.CIK 0001677044
420,567$1.06M-1,687,041↓ DEC
Shaker Financial Services, LLCCIK 0001511794
356,834$895.65K+222,743↑ INC
Private Advisor Group, LLCCIK 0001567755
347,425$872.04K+5,075↑ INC
Advisors Asset Management, Inc.CIK 0001297376
301,802$757.52K+250↑ INC
Ameritas Advisory Services, LLCCIK 0001901275
268,517$673.98K+3,399↑ INC
Focus Partners WealthCIK 0001542153
264,194$663.13K+21,000↑ INC
Kingsview Wealth Management, LLCCIK 0001791965
234,782$589.30K-13,532↓ DEC
Fortitude Advisory Group L.L.C.CIK 0001928999
227,811$571.81K–no_change
UBS Group AGCIK 0001610520
164,042$411.75K+1,330↑ INC
DECISION INVESTMENTS, INCCIK 0002111652
163,000$409.13K+10,100↑ INC
STEPHENS INC /AR/CIK 0000757657
128,255$321.92K+4,000↑ INC
WELLS FARGO & COMPANY/MNCIK 0000072971
104,970$263.48K-376,993↓ DEC
ROYAL BANK OF CANADACIK 0001000275
104,287$262.00K-14,690↓ DEC
TWO SIGMA SECURITIES, LLCCIK 0001450144
100,836$253.10K+89,669↑ INC
SMITH, MOORE & CO.CIK 0000200724
91,319$229.21K+37,300↑ INC

增持最多(買方)

申報機構Δ 持股市值
SIT INVESTMENT ASSOCIATES INC↑ INC
+1,282,901$76.43K
Karpus Management, Inc.↑ INC
+890,186$13.24M
AMERIPRISE FINANCIAL INC↑ INC
+258,505$10.58M
RAYMOND JAMES FINANCIAL INC↑ INC
+256,110$1.54M
Shaker Financial Services, LLC↑ INC
+222,743$895.65K
1607 Capital Partners, LLC↑ INC
+116,096$15.90M
TWO SIGMA SECURITIES, LLC↑ INC
+89,669$253.10K
MORGAN STANLEY↑ INC
+74,598$3.31M
JANE STREET GROUP, LLC↑ INC
+48,252$188.69K
SMITH, MOORE & CO.↑ INC
+37,300$229.21K

減持最多(賣方)

申報機構Δ 持股市值
OSAIC HOLDINGS, INC.↓ DEC
-1,687,041$1.06M
WELLS FARGO & COMPANY/MN↓ DEC
-376,993$263.48K
CITADEL ADVISORS LLC↓ DEC
-73,103$102.03K
LPL Financial LLC↓ DEC
-65,301$2.47M
WOLVERINE ASSET MANAGEMENT LLC↓ DEC
-27,724$49.41K
Cetera Investment Advisers↓ DEC
-22,515$111.71K
ROYAL BANK OF CANADA↓ DEC
-14,690$262.00K
Kingsview Wealth Management, LLC↓ DEC
-13,532$589.30K
Moors & Cabot, Inc.↓ DEC
-12,897$37.65K
OPPENHEIMER & CO INC↓ DEC
-10,000$150.60K