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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97
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$103.75M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
BANK OF AMERICA CORP /DE/CIK 0000070858
1,435,053$15.23M-9,465↓ DEC
GUGGENHEIM CAPITAL LLCCIK 0001283072
1,342,443$14.24M+801,833↑ INC
Hennion & Walsh Asset Management, Inc.CIK 0001861642
1,224,966$13.00M+248,004↑ INC
KEYBANK NATIONAL ASSOCIATION/OHCIK 0001089877
1,053,050$11.17M+2,372↑ INC
MORGAN STANLEYCIK 0000895421
492,485$5.23M+203,848↑ INC
LPL Financial LLCCIK 0001403438
481,866$5.11M+46,023↑ INC
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272
479,886$5.09M-24,606↓ DEC
Advisors Asset Management, Inc.CIK 0001297376
474,893$5.04M+90,207↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
328,970$3.49M+153,184↑ INC
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578
312,410$3.31M+106,043↑ INC
WELLS FARGO & COMPANY/MNCIK 0000072971
281,722$2.99M+166,979↑ INC
PNC FINANCIAL SERVICES GROUP, INC.CIK 0000713676
280,957$2.98M+22,632↑ INC
ROYAL BANK OF CANADACIK 0001000275
171,937$1.82M+81,069↑ INC
OSAIC HOLDINGS, INC.CIK 0001677044
158,866$1.69M+2,505↑ INC
UBS Group AGCIK 0001610520
154,759$1.64M+140,116↑ INC
ROBINSON CAPITAL MANAGEMENT, LLCCIK 0001599795
129,123$1.45M+29,963↑ INC
ABSOLUTE INVESTMENT ADVISERS, LLCCIK 0001316187
127,113$1.35M+127,113NEW
Mariner, LLCCIK 0001373442
124,955$1.33M+796↑ INC
MELFA WEALTH MANAGEMENT, INC.CIK 0001962465
123,923$1.31M+38,872↑ INC
OARSMAN CAPITAL, INC.CIK 0001569667
110,634$1.17M+9,748↑ INC
Noble Wealth Management PBCCIK 0002055065
110,307$1.17M+64,807↑ INC
MPWM ADVISORY SOLUTIONS, LLCCIK 0002056693
102,017$1.08M+370↑ INC
Steward Partners Investment Advisory, LLCCIK 0001723397
92,395$980.31K+10,972↑ INC
WEALTH ALLIANCE, LLCCIK 0001793904
90,736$962.71K+27,129↑ INC
Cetera Investment AdvisersCIK 0001666741
86,295$915.59K+228↑ INC

增持最多(買方)

申報機構Δ 持股市值
GUGGENHEIM CAPITAL LLC↑ INC
+801,833$14.24M
SIT INVESTMENT ASSOCIATES INCNEW
+391,622$4.16K
Hennion & Walsh Asset Management, Inc.↑ INC
+248,004$13.00M
MORGAN STANLEY↑ INC
+203,848$5.23M
WELLS FARGO & COMPANY/MN↑ INC
+166,979$2.99M
RAYMOND JAMES FINANCIAL INC↑ INC
+153,184$3.49M
UBS Group AG↑ INC
+140,116$1.64M
ABSOLUTE INVESTMENT ADVISERS, LLCNEW
+127,113$1.35M
VAN ECK ASSOCIATES CORP↑ INC
+109,099$3.58K
RIVERNORTH CAPITAL MANAGEMENT, LLC↑ INC
+106,043$3.31M

減持最多(賣方)

申報機構Δ 持股市值
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC
-222,458$269.91K
WOLVERINE ASSET MANAGEMENT LLC↓ DEC
-73,463$145.57K
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC
-24,606$5.09M
COFG Advisors, LLC↓ DEC
-9,478$253.38K
BANK OF AMERICA CORP /DE/↓ DEC
-9,465$15.23M
Arlington Capital Management, Inc.↓ DEC
-7,477$178.19K
ENVESTNET ASSET MANAGEMENT INC↓ DEC
-6,583$267.44K
Stratos Wealth Partners, LTD.↓ DEC
-3,000$222.68K
US BANCORP \DE\↓ DEC
-2,935$35.71K
Keudell/Morrison Wealth Management↓ DEC
-2,600$337.83K