Stockfacts
應用場景文件定價
登入免費註冊
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
Stockfacts

給投資人與 AI agent 的美股 EOD 資料庫

資料為 EOD 非即時,非投資建議

應用場景Dashboard

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56
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$85.82M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
2,925,981$39.24M+137,714↑ INC
Advisors Asset Management, Inc.CIK 0001297376
1,093,317$14.66M+41,169↑ INC
Congress Park Capital LLCCIK 0001730945
536,237$7.19M+16,122↑ INC
Saba Capital Management, L.P.CIK 0001510281
351,755$4.72M+351,755NEW
LPL Financial LLCCIK 0001403438
310,160$4.16M+39,640↑ INC
GUGGENHEIM CAPITAL LLCCIK 0001283072
265,064$3.55M+40,455↑ INC
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543
88,831$1.19M-2,297↓ DEC
OPPENHEIMER & CO INCCIK 0000822581
80,331$1.08M-7↓ DEC
OSAIC HOLDINGS, INC.CIK 0001677044
75,902$1.02M-30,631↓ DEC
ROYAL BANK OF CANADACIK 0001000275
74,505$999.00K-3,266↓ DEC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
58,172$780.08K-841↓ DEC
Private Advisor Group, LLCCIK 0001567755
57,977$777.47K+4,950↑ INC
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891
57,437$770.23K+4,708↑ INC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCCIK 0001632972
55,229$761.61K-4,126↓ DEC
Twelve Points Wealth Management LLCCIK 0001877090
47,323$634.60K+8,200↑ INC
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194
46,403$622.26K-10,267↓ DEC
Kestra Advisory Services, LLCCIK 0001830819
44,187$592.55K+915↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
40,922$548.76K-86,307↓ DEC
Merit Financial Group, LLCCIK 0001621225
36,654$491.53K-77↓ DEC
Invesco Ltd.CIK 0000914208
33,607$450.67K-22,636↓ DEC
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272
29,261$392.39K+1,680↑ INC
UBS Group AGCIK 0001610520
25,162$337.42K-484↓ DEC
READYSTATE ASSET MANAGEMENT LPCIK 0001900923
22,422$300.68K+9,808↑ INC
Baird Financial Group, Inc.CIK 0001648711
21,554$289.04K+21,554NEW
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860
19,962$267.69K+12,447↑ INC

增持最多(買方)

申報機構Δ 持股市值
Saba Capital Management, L.P.NEW
+351,755$4.72M
MORGAN STANLEY↑ INC
+137,714$39.24M
Advisors Asset Management, Inc.↑ INC
+41,169$14.66M
GUGGENHEIM CAPITAL LLC↑ INC
+40,455$3.55M
LPL Financial LLC↑ INC
+39,640$4.16M
Baird Financial Group, Inc.NEW
+21,554$289.04K
MILLENNIUM MANAGEMENT LLCNEW
+19,060$255.59K
Congress Park Capital LLC↑ INC
+16,122$7.19M
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLCNEW
+15,890$213.09K
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC↑ INC
+12,447$267.69K

減持最多(賣方)

申報機構Δ 持股市值
Penserra Capital Management LLC↓ DEC
-223,859$4.53K
BANK OF AMERICA CORP /DE/↓ DEC
-86,307$548.76K
OSAIC HOLDINGS, INC.↓ DEC
-30,631$1.02M
Invesco Ltd.↓ DEC
-22,636$450.67K
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC
-10,267$622.26K
CoreCap Advisors, LLC↓ DEC
-5,692$64.88K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC
-4,126$761.61K
ROYAL BANK OF CANADA↓ DEC
-3,266$999.00K
PARK AVENUE SECURITIES LLC↓ DEC
-2,824$1.16K
ENVESTNET ASSET MANAGEMENT INC↓ DEC
-2,297$1.19M