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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58
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$85.76M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
1,304,355$19.41M+49,804↑ INC
Congress Park Capital LLCCIK 0001730945
802,324$11.94M+67,187↑ INC
Saba Capital Management, L.P.CIK 0001510281
723,578$10.77M+570,704↑ INC
Advisors Asset Management, Inc.CIK 0001297376
601,076$8.94M-98,033↓ DEC
GUGGENHEIM CAPITAL LLCCIK 0001283072
417,402$6.21M+79,454↑ INC
LPL Financial LLCCIK 0001403438
370,347$5.51M+675↑ INC
AMERIPRISE FINANCIAL INCCIK 0000820027
273,944$4.08M+6,864↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
259,920$3.87M-12,052↓ DEC
Private Advisor Group, LLCCIK 0001567755
164,322$2.45M+28,915↑ INC
Summit Financial, LLCCIK 0001765536
123,998$1.85M-269↓ DEC
OSAIC HOLDINGS, INC.CIK 0001677044
98,503$1.47M-11,399↓ DEC
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543
89,852$1.34M-203,848↓ DEC
Wealth Care LLCCIK 0002120450
68,299$1.02M+68,299NEW
CoreCap Advisors, LLCCIK 0001902501
68,200$1.01M+52,195↑ INC
Invesco Ltd.CIK 0000914208
62,663$932.42K-1,651↓ DEC
Kestra Advisory Services, LLCCIK 0001830819
49,322$733.91K-157↓ DEC
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860
36,785$547.36K+11,334↑ INC
READYSTATE ASSET MANAGEMENT LPCIK 0001900923
36,738$546.66K+10,403↑ INC
ROYAL BANK OF CANADACIK 0001000275
34,092$507.00K-3,047↓ DEC
Lido Advisors, LLCCIK 0001650150
31,729$472.13K–no_change
Pathstone Holdings, LLCCIK 0002011612
31,460$468.13K+9,290↑ INC
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
30,133$448.38K-32,228↓ DEC
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891
29,312$436.16K-114,124↓ DEC
&PARTNERSCIK 0000107136
27,347$406.92K+5,724↑ INC
UBS Group AGCIK 0001610520
27,249$405.46K+5,948↑ INC

增持最多(買方)

申報機構Δ 持股市值
Saba Capital Management, L.P.↑ INC
+570,704$10.77M
GUGGENHEIM CAPITAL LLC↑ INC
+79,454$6.21M
Wealth Care LLCNEW
+68,299$1.02M
Congress Park Capital LLC↑ INC
+67,187$11.94M
CoreCap Advisors, LLC↑ INC
+52,195$1.01M
MORGAN STANLEY↑ INC
+49,804$19.41M
Private Advisor Group, LLC↑ INC
+28,915$2.45M
MILLENNIUM MANAGEMENT LLCNEW
+26,730$397.74K
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC↑ INC
+11,334$547.36K
READYSTATE ASSET MANAGEMENT LP↑ INC
+10,403$546.66K

減持最多(賣方)

申報機構Δ 持股市值
Penserra Capital Management LLC↓ DEC
-288,548$5.63K
ENVESTNET ASSET MANAGEMENT INC↓ DEC
-203,848$1.34M
WOLVERINE ASSET MANAGEMENT LLC↓ DEC
-114,124$436.16K
Advisors Asset Management, Inc.↓ DEC
-98,033$8.94M
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC
-32,228$448.38K
Shaker Financial Services, LLC↓ DEC
-31,902$217.01K
BANK OF AMERICA CORP /DE/↓ DEC
-12,052$3.87M
OSAIC HOLDINGS, INC.↓ DEC
-11,399$1.47M
ROYAL BANK OF CANADA↓ DEC
-3,047$507.00K
Invesco Ltd.↓ DEC
-1,651$932.42K