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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24.2%
內部人0.0%
機構家數46
機構 24.2%內部人 0.0%其他流通 75.8%
13F 申報機構(前 25)25季度 2026-03-31
前 25 大申報市值$57.54M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
2,701,552$27.53M-59,677↓ DEC
GUGGENHEIM CAPITAL LLCCIK 0001283072
504,099$5.14M-10,372↓ DEC
CAPTRUST FINANCIAL ADVISORSCIK 0001512024
494,266$5.04M-2,537↓ DEC
WELLS FARGO & COMPANY/MNCIK 0000072971
346,260$3.53M-7,641↓ DEC
STIFEL FINANCIAL CORPCIK 0000720672
254,585$2.59M+18,413↑ INC
Shaker Financial Services, LLCCIK 0001511794
200,442$2.07M-84,420↓ DEC
BANK OF AMERICA CORP /DE/CIK 0000070858
170,704$1.74M-4,728↓ DEC
FLAGSHIP HARBOR ADVISORS, LLCCIK 0001691766
125,087$1.27M-700↓ DEC
Invesco Ltd.CIK 0000914208
96,644$984.80K-27,811↓ DEC
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891
86,200$878.38K-27,568↓ DEC
ROYAL BANK OF CANADACIK 0001000275
85,784$874.00K+2,812↑ INC
Almitas Capital LLCCIK 0001596468
85,383$870.05K-118,973↓ DEC
LPL Financial LLCCIK 0001403438
83,520$851.07K+7,720↑ INC
OSAIC HOLDINGS, INC.CIK 0001677044
70,613$719.61K-6,854↓ DEC
Bay Colony Advisory Group, Inc d/b/a Bay Colony AdvisorsCIK 0001748861
69,266$705.82K+8,873↑ INC
SeaCrest Wealth Management, LLCCIK 0001728121
40,352$411.19K-1,976↓ DEC
EVOLVE PRIVATE WEALTH, LLCCIK 0002111131
39,275$400.21K-472↓ DEC
PFG Investments, LLCCIK 0001973224
37,401$381.12K+538↑ INC
UBS Group AGCIK 0001610520
31,192$317.85K+3,674↑ INC
Private Advisor Group, LLCCIK 0001567755
28,231$287.68K+4,758↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
23,535$239.82K+2,044↑ INC
Closed-End Fund Advisors, Inc.CIK 0002103520
23,388$238.32K+2,750↑ INC
JANE STREET GROUP, LLCCIK 0001595888
15,723$160.22K-21,970↓ DEC
XTX Topco LtdCIK 0001828301
15,483$157.77K-14,207↓ DEC
UHLMANN PRICE SECURITIES, LLCCIK 0001035344
15,430$157.23K+286↑ INC

增持最多(買方)

申報機構Δ 持股市值
SIT INVESTMENT ASSOCIATES INC↑ INC
+176,874$3.91K
STIFEL FINANCIAL CORP↑ INC
+18,413$2.59M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors↑ INC
+8,873$705.82K
LPL Financial LLC↑ INC
+7,720$851.07K
Cambridge Investment Research Advisors, Inc.↑ INC
+6,567$611.00
ASSETMARK, INC↑ INC
+5,000$51.54K
Private Advisor Group, LLC↑ INC
+4,758$287.68K
UBS Group AG↑ INC
+3,674$317.85K
ROYAL BANK OF CANADA↑ INC
+2,812$874.00K
Closed-End Fund Advisors, Inc.↑ INC
+2,750$238.32K

減持最多(賣方)

申報機構Δ 持股市值
Almitas Capital LLC↓ DEC
-118,973$870.05K
Shaker Financial Services, LLC↓ DEC
-84,420$2.07M
Penserra Capital Management LLC↓ DEC
-65,180$7.99K
MORGAN STANLEY↓ DEC
-59,677$27.53M
Invesco Ltd.↓ DEC
-27,811$984.80K
WOLVERINE ASSET MANAGEMENT LLC↓ DEC
-27,568$878.38K
JANE STREET GROUP, LLC↓ DEC
-21,970$160.22K
XTX Topco Ltd↓ DEC
-14,207$157.77K
GUGGENHEIM CAPITAL LLC↓ DEC
-10,372$5.14M
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC↓ DEC
-8,856$46.69K