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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82
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$141.80M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
WELLS FARGO & COMPANY/MNCIK 0000072971
951,188$22.22M-10,794↓ DEC
Advisors Asset Management, Inc.CIK 0001297376
681,713$15.92M-181,605↓ DEC
ROYAL BANK OF CANADACIK 0001000275
575,167$13.44M+4,007↑ INC
MORGAN STANLEYCIK 0000895421
521,689$12.19M-12,086↓ DEC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
520,153$12.15M+59,190↑ INC
GUGGENHEIM CAPITAL LLCCIK 0001283072
463,240$10.82M-15,800↓ DEC
Saba Capital Management, L.P.CIK 0001510281
361,316$8.44M+63,116↑ INC
LPL Financial LLCCIK 0001403438
290,709$6.79M+20,764↑ INC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCCIK 0001632972
256,916$6.06M-145,036↓ DEC
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCCIK 0001794153
218,718$5.11M+2,710↑ INC
UBS Group AGCIK 0001610520
131,271$3.07M-8,390↓ DEC
Invesco Ltd.CIK 0000914208
122,227$2.86M+10,227↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
119,094$2.78M-1,032↓ DEC
World Investment AdvisorsCIK 0001652594
117,859$2.75M+12,273↑ INC
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891
91,386$2.13M-22,366↓ DEC
Allspring Global Investments Holdings, LLCCIK 0001890906
80,112$1.87M+12,930↑ INC
EVOLVE PRIVATE WEALTH, LLCCIK 0002111131
79,627$1.86M-85↓ DEC
D.A. DAVIDSON & CO.CIK 0001080107
79,317$1.85M-621↓ DEC
OSAIC HOLDINGS, INC.CIK 0001677044
77,313$1.81M-12,957↓ DEC
OxenFree Capital LLCCIK 0002009781
65,224$1.64M+8,581↑ INC
&PARTNERSCIK 0000107136
60,312$1.41M+8,315↑ INC
Capital Investment Advisors, LLCCIK 0001582732
55,732$1.30M–no_change
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272
48,132$1.12M+12,232↑ INC
Calamos Advisors LLCCIK 0001316507
47,888$1.12M+5,700↑ INC
Keystone Financial GroupCIK 0001729299
46,742$1.09M-1,871↓ DEC

增持最多(買方)

申報機構Δ 持股市值
Saba Capital Management, L.P.↑ INC
+63,116$8.44M
RAYMOND JAMES FINANCIAL INC↑ INC
+59,190$12.15M
LPL Financial LLC↑ INC
+20,764$6.79M
WEDBUSH SECURITIES INC↑ INC
+13,015$597.00
Allspring Global Investments Holdings, LLC↑ INC
+12,930$1.87M
World Investment Advisors↑ INC
+12,273$2.75M
COMMONWEALTH EQUITY SERVICES, LLC↑ INC
+12,232$1.12M
Invesco Ltd.↑ INC
+10,227$2.86M
AMERIPRISE FINANCIAL INC↑ INC
+10,048$1.03M
OxenFree Capital LLC↑ INC
+8,581$1.64M

減持最多(賣方)

申報機構Δ 持股市值
Advisors Asset Management, Inc.↓ DEC
-181,605$15.92M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC
-145,036$6.06M
WOLVERINE ASSET MANAGEMENT LLC↓ DEC
-22,366$2.13M
Shaker Financial Services, LLC↓ DEC
-22,163$1.06M
GUGGENHEIM CAPITAL LLC↓ DEC
-15,800$10.82M
OSAIC HOLDINGS, INC.↓ DEC
-12,957$1.81M
FIRST TRUST ADVISORS LP↓ DEC
-12,589$789.29K
MORGAN STANLEY↓ DEC
-12,086$12.19M
STIFEL FINANCIAL CORP↓ DEC
-11,453$755.15K
WELLS FARGO & COMPANY/MN↓ DEC
-10,794$22.22M