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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134
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$164.70M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
2,665,732$27.67M+42,983↑ INC
GUGGENHEIM CAPITAL LLCCIK 0001283072
2,043,438$21.21M+226,583↑ INC
UBS Group AGCIK 0001610520
1,919,703$19.93M-111,466↓ DEC
Hennion & Walsh Asset Management, Inc.CIK 0001861642
1,639,102$17.01M+498,545↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
1,119,962$11.63M+39,539↑ INC
WELLS FARGO & COMPANY/MNCIK 0000072971
878,670$9.12M+29,183↑ INC
LPL Financial LLCCIK 0001403438
764,071$7.93M+33,048↑ INC
Melone Private Wealth, LLCCIK 0001905765
672,622$6.98M+16,522↑ INC
Cetera Investment AdvisersCIK 0001666741
397,625$4.13M+38,638↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
389,199$4.04M-33,867↓ DEC
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COCIK 0001141802
340,621$3.54M+340,610↑ INC
ROBINSON CAPITAL MANAGEMENT, LLCCIK 0001599795
332,674$3.39M-88,670↓ DEC
Gridiron Partners, LLCCIK 0001910867
319,835$3.32M-114,943↓ DEC
ROYAL BANK OF CANADACIK 0001000275
277,517$2.88M+9,661↑ INC
Advisors Asset Management, Inc.CIK 0001297376
262,394$2.72M+94,649↑ INC
STIFEL FINANCIAL CORPCIK 0000720672
260,916$2.71M-26↓ DEC
OSAIC HOLDINGS, INC.CIK 0001677044
221,890$2.30M+11,238↑ INC
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272
220,069$2.28M+10,713↑ INC
OneDigital Investment Advisors LLCCIK 0001690370
186,486$1.94M+1,900↑ INC
Platform Technology PartnersCIK 0001830817
173,235$1.80M+10,000↑ INC
Kestra Advisory Services, LLCCIK 0001830819
171,598$1.78M+18,716↑ INC
Mariner, LLCCIK 0001373442
159,675$1.66M+1,862↑ INC
AE Wealth Management LLCCIK 0001697723
158,856$1.65M+20,699↑ INC
Baird Financial Group, Inc.CIK 0001648711
157,561$1.64M+72↑ INC
High Net Worth Advisory Group LLCCIK 0001919142
140,264$1.46M-10,782↓ DEC

增持最多(買方)

申報機構Δ 持股市值
Hennion & Walsh Asset Management, Inc.↑ INC
+498,545$17.01M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↑ INC
+340,610$3.54M
GUGGENHEIM CAPITAL LLC↑ INC
+226,583$21.21M
Advisors Asset Management, Inc.↑ INC
+94,649$2.72M
TCP Asset Management, LLCNEW
+83,795$869.79K
VAN ECK ASSOCIATES CORP↑ INC
+71,060$7.00K
YHB Investment Advisors, Inc.NEW
+53,055$550.71K
MORGAN STANLEY↑ INC
+42,983$27.67M
RAYMOND JAMES FINANCIAL INC↑ INC
+39,539$11.63M
Cetera Investment Advisers↑ INC
+38,638$4.13M

減持最多(賣方)

申報機構Δ 持股市值
JANE STREET GROUP, LLC↓ DEC
-218,183$427.72K
Gridiron Partners, LLC↓ DEC
-114,943$3.32M
UBS Group AG↓ DEC
-111,466$19.93M
ROBINSON CAPITAL MANAGEMENT, LLC↓ DEC
-88,670$3.39M
LexAurum Advisors, LLC↓ DEC
-40,214$177.95K
SMITH, MOORE & CO.↓ DEC
-35,746$444.26K
BANK OF AMERICA CORP /DE/↓ DEC
-33,867$4.04M
Arax Advisory Partners↓ DEC
-27,284$40.75K
Focus Financial Network, Inc.↓ DEC
-19,817$109.51K
Arkos Global Advisors↓ DEC
-13,200$32.00