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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45.0%
內部人9.8%
機構家數38
機構 45.0%內部人 9.8%其他流通 45.2%
13F 申報機構(前 25)25季度 2026-03-31
前 25 大申報市值$48.45M已顯示持有人市值總和
淨持倉變化10 增持 · 6 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
Invesco Ltd.CIK 0000914208
7,212,745$19.91M–no_change
NOMURA HOLDINGS INCCIK 0001163653
3,564,619$9.84M–no_change
BARCLAYS PLCCIK 0000312069
1,500,000$4.14M–no_change
KIM, LLCCIK 0001888968
1,002,819$2.77M+9,762↑ INC
Blackstone Inc.CIK 0001393818
975,081$2.69M–no_change
MORGAN STANLEYCIK 0000895421
845,852$2.33M+62,480↑ INC
JPMORGAN CHASE & COCIK 0000019617
592,219$1.64M-23,369↓ DEC
BANK OF AMERICA CORP /DE/CIK 0000070858
547,270$1.51M+4,547↑ INC
NEXPOINT ASSET MANAGEMENT, L.P.CIK 0001469877
408,240$1.13M–no_change
De Lisle Partners LLPCIK 0002011184
335,434$900.64K–no_change
Artisan Partners Limited PartnershipCIK 0001466153
114,935$317.22K–no_change
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
104,523$288.48K+17,921↑ INC
LEVIN CAPITAL STRATEGIES, L.P.CIK 0001354821
55,000$151.80K–no_change
OSAIC HOLDINGS, INC.CIK 0001677044
45,348$125.13K-4,060↓ DEC
Annis Gardner Whiting Capital Advisors, LLCCIK 0001998414
43,794$120.87K+43,794NEW
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272
35,776$98.74K+15↑ INC
Confluence Wealth Services, Inc.CIK 0001910411
32,526$89.77K+78↑ INC
UBS Group AGCIK 0001610520
28,981$79.99K-1,346↓ DEC
MONETA GROUP INVESTMENT ADVISORS LLCCIK 0001120927
28,016$77.32K+51↑ INC
GEODE CAPITAL MANAGEMENT, LLCCIK 0001214717
26,486$73.10K–no_change
AGP FRANKLIN, LLCCIK 0002056566
14,693$40.55K-16,307↓ DEC
Pettinga Financial Advisors LLCCIK 0001694592
12,525$34.57K–no_change
Independent Advisor AllianceCIK 0001696899
12,347$34.08K+1↑ INC
Ipsen Advisor Group LLCCIK 0001964922
11,702$32.30K+22↑ INC
LPL Financial LLCCIK 0001403438
11,538$31.84K-450↓ DEC

增持最多(買方)

申報機構Δ 持股市值
MORGAN STANLEY↑ INC
+62,480$2.33M
Annis Gardner Whiting Capital Advisors, LLCNEW
+43,794$120.87K
SUSQUEHANNA INTERNATIONAL GROUP, LLP↑ INC
+17,921$288.48K
KIM, LLC↑ INC
+9,762$2.77M
BANK OF AMERICA CORP /DE/↑ INC
+4,547$1.51M
BNP PARIBAS FINANCIAL MARKETS↑ INC
+1,760$11.59K
HARBOUR INVESTMENTS, INC.↑ INC
+200$1.10K
Meriwether Wealth & Planning, LLC↑ INC
+91$28.63K
Confluence Wealth Services, Inc.↑ INC
+78$89.77K
MONETA GROUP INVESTMENT ADVISORS LLC↑ INC
+51$77.32K

減持最多(賣方)

申報機構Δ 持股市值
JPMORGAN CHASE & CO↓ DEC
-23,369$1.64M
AGP FRANKLIN, LLC↓ DEC
-16,307$40.55K
OSAIC HOLDINGS, INC.↓ DEC
-4,060$125.13K
RAYMOND JAMES FINANCIAL INC↓ DEC
-4,050$29.24K
UBS Group AG↓ DEC
-1,346$79.99K
LPL Financial LLC↓ DEC
-450$31.84K