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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278
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$385.62M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
6,636,515$76.32M-542,777↓ DEC
UBS Group AGCIK 0001610520
3,189,228$36.68M-354,082↓ DEC
GUGGENHEIM CAPITAL LLCCIK 0001283072
3,068,531$35.29M+495,633↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
2,633,657$30.29M-4,011↓ DEC
BANK OF AMERICA CORP /DE/CIK 0000070858
2,518,933$28.97M-121,674↓ DEC
WELLS FARGO & COMPANY/MNCIK 0000072971
2,499,745$28.75M+55,205↑ INC
McGowan Group Asset Management, Inc.CIK 0001633227
1,379,726$15.87M+17,705↑ INC
AMERIPRISE FINANCIAL INCCIK 0000820027
1,226,229$14.09M+201,383↑ INC
LPL Financial LLCCIK 0001403438
1,222,601$14.06M+269,268↑ INC
ROYAL BANK OF CANADACIK 0001000275
962,548$11.07M+62,641↑ INC
Hennion & Walsh Asset Management, Inc.CIK 0001861642
927,745$10.67M+233,031↑ INC
Cornerstone Advisory, LLCCIK 0001668189
847,426$9.75M-31,030↓ DEC
Eagle Bluffs Wealth Management LLCCIK 0001906547
741,692$8.58M+52,345↑ INC
STIFEL FINANCIAL CORPCIK 0000720672
730,592$8.40M+35,830↑ INC
Cetera Investment AdvisersCIK 0001666741
675,745$7.77M+28,591↑ INC
GFS Advisors, LLCCIK 0001427263
98,131$7.57M-385,439↓ DEC
Congress Park Capital LLCCIK 0001730945
601,000$6.91M–no_change
Advisors Asset Management, Inc.CIK 0001297376
491,539$5.65M-19,810↓ DEC
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272
419,700$4.83M-25,432↓ DEC
DEUTSCHE BANK AG\CIK 0000948046
416,376$4.79M–no_change
Melone Private Wealth, LLCCIK 0001905765
402,537$4.63M+112,954↑ INC
OSAIC HOLDINGS, INC.CIK 0001677044
369,614$4.25M+41,063↑ INC
Capital Investment Advisors, LLCCIK 0001582732
307,901$3.54M-20,927↓ DEC
Allianz Asset Management GmbHCIK 0001535323
300,646$3.46M–no_change
Palogic Value Management, L.P.CIK 0001532943
300,411$3.45M+24,766↑ INC

增持最多(買方)

申報機構Δ 持股市值
GUGGENHEIM CAPITAL LLC↑ INC
+495,633$35.29M
LPL Financial LLC↑ INC
+269,268$14.06M
Hennion & Walsh Asset Management, Inc.↑ INC
+233,031$10.67M
AMERIPRISE FINANCIAL INC↑ INC
+201,383$14.09M
Sightline Wealth Advisors, LLC↑ INC
+160,026$2.32M
Melone Private Wealth, LLC↑ INC
+112,954$4.63M
Summit Trail Advisors, LLC↑ INC
+84,769$1.11M
AE Wealth Management LLC↑ INC
+82,656$2.20M
Everstar Asset Management, LLC↑ INC
+68,803$1.15M
ROYAL BANK OF CANADA↑ INC
+62,641$11.07M

減持最多(賣方)

申報機構Δ 持股市值
Bramshill Investments, LLC↓ DEC
-2,254,168$3.42M
MORGAN STANLEY↓ DEC
-542,777$76.32M
Penserra Capital Management LLC↓ DEC
-520,011$12.00
Fort Point Capital Partners LLC↓ DEC
-421,922$169.71K
GFS Advisors, LLC↓ DEC
-385,439$7.57M
HighTower Advisors, LLC↓ DEC
-376,028$1.02M
UBS Group AG↓ DEC
-354,082$36.68M
LM Advisors LLC↓ DEC
-301,940$297.85K
Fiera Capital Corp↓ DEC
-208,056$2.55M
Virtu Financial LLC↓ DEC
-130,693$159.00