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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77
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$132.50M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
2,234,199$34.99M+173,850↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
1,295,417$20.29M+76,557↑ INC
Eagle Bluffs Wealth Management LLCCIK 0001906547
891,543$14.05M+55,105↑ INC
UBS Group AGCIK 0001610520
678,848$10.63M+40,354↑ INC
LaSalle St. Investment Advisors, LLCCIK 0001966193
604,163$9.46M+7,580↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
553,752$8.67M+16,767↑ INC
WELLS FARGO & COMPANY/MNCIK 0000072971
364,608$5.71M-8,395↓ DEC
Invesco Ltd.CIK 0000914208
282,431$4.42M-7,521↓ DEC
M&T BANK CORPCIK 0000036270
249,972$3.91M+68,420↑ INC
LPL Financial LLCCIK 0001403438
222,959$3.49M+64,851↑ INC
Baird Financial Group, Inc.CIK 0001648711
156,948$2.46M+2,605↑ INC
RIVERBRIDGE PARTNERS LLCCIK 0001112325
140,892$2.21M+6,047↑ INC
AMERIPRISE FINANCIAL INCCIK 0000820027
138,021$2.16M-168,423↓ DEC
GILL CAPITAL PARTNERS, LLCCIK 0000729563
73,477$1.15M-1,263↓ DEC
FIRST TRUST ADVISORS LPCIK 0001125816
71,416$1.12M+6,778↑ INC
TRUIST FINANCIAL CORPCIK 0000092230
64,656$1.01M-4,000↓ DEC
Bruce G. Allen Investments, LLCCIK 0002005409
59,091$925.36K+1,224↑ INC
GUGGENHEIM CAPITAL LLCCIK 0001283072
52,962$829.38K+11,948↑ INC
Cetera Investment AdvisersCIK 0001666741
52,176$817.07K+35↑ INC
Noble Wealth Management PBCCIK 0002055065
50,670$793.49K+7,550↑ INC
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543
46,832$733.38K+2,941↑ INC
Stratos Wealth Partners, LTD.CIK 0001612865
45,945$719.50K-2,375↓ DEC
Intellus Advisors LLCCIK 0002055137
41,949$656.92K+171↑ INC
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272
41,566$650.92K-876↓ DEC
ROYAL BANK OF CANADACIK 0001000275
41,391$648.00K+16,919↑ INC

增持最多(買方)

申報機構Δ 持股市值
MORGAN STANLEY↑ INC
+173,850$34.99M
RAYMOND JAMES FINANCIAL INC↑ INC
+76,557$20.29M
M&T BANK CORP↑ INC
+68,420$3.91M
LPL Financial LLC↑ INC
+64,851$3.49M
Eagle Bluffs Wealth Management LLC↑ INC
+55,105$14.05M
UBS Group AG↑ INC
+40,354$10.63M
Integrity Wealth Partners, LLCNEW
+20,124$315.14K
MGO ONE SEVEN LLCNEW
+18,668$292.35K
ROYAL BANK OF CANADA↑ INC
+16,919$648.00K
BANK OF AMERICA CORP /DE/↑ INC
+16,767$8.67M

減持最多(賣方)

申報機構Δ 持股市值
AMERIPRISE FINANCIAL INC↓ DEC
-168,423$2.16M
SIT INVESTMENT ASSOCIATES INC↓ DEC
-37,701$59.41K
WOLVERINE ASSET MANAGEMENT LLC↓ DEC
-29,910$10.23K
Western Wealth Management, LLC↓ DEC
-15,010$21.92K
Calamos Advisors LLC↓ DEC
-13,056$295.64K
WELLS FARGO & COMPANY/MN↓ DEC
-8,395$5.71M
Invesco Ltd.↓ DEC
-7,521$4.42M
TRUIST FINANCIAL CORP↓ DEC
-4,000$1.01M
JONES FINANCIAL COMPANIES LLLP↓ DEC
-3,775$9.61K
Gridiron Partners, LLC↓ DEC
-2,645$240.69K