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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248
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$277.59M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
GUGGENHEIM CAPITAL LLCCIK 0001283072
2,961,500$36.52M+399,239↑ INC
MORGAN STANLEYCIK 0000895421
2,735,300$33.73M-188,083↓ DEC
UBS Group AGCIK 0001610520
1,966,516$24.25M-49,616↓ DEC
Hennion & Walsh Asset Management, Inc.CIK 0001861642
1,918,023$23.65M+268,812↑ INC
WELLS FARGO & COMPANY/MNCIK 0000072971
1,465,028$18.06M+34,098↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
1,258,546$15.52M-9,502↓ DEC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
1,244,816$15.35M+186,879↑ INC
Artesa Financial Group, LLCCIK 0002109808
1,114,100$13.74M-22,001↓ DEC
LPL Financial LLCCIK 0001403438
1,092,408$13.47M+156,017↑ INC
Advisors Asset Management, Inc.CIK 0001297376
686,051$8.46M+62,529↑ INC
Cornerstone Advisory, LLCCIK 0001668189
636,473$7.85M-26,676↓ DEC
Congress Park Capital LLCCIK 0001730945
583,000$7.19M+15,000↑ INC
McGowan Group Asset Management, Inc.CIK 0001633227
492,124$6.07M+13,499↑ INC
Allianz Asset Management GmbHCIK 0001535323
470,900$5.81M–no_change
Left Brain Wealth Management, LLCCIK 0001957370
455,461$5.62M+378,403↑ INC
ROYAL BANK OF CANADACIK 0001000275
448,875$5.53M+9,606↑ INC
AMERIPRISE FINANCIAL INCCIK 0000820027
439,789$5.42M-5,931↓ DEC
STIFEL FINANCIAL CORPCIK 0000720672
401,512$4.95M-968↓ DEC
OSAIC HOLDINGS, INC.CIK 0001677044
383,621$4.73M+14,360↑ INC
LaSalle St. Investment Advisors, LLCCIK 0001966193
368,573$4.54M+27,078↑ INC
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272
363,215$4.48M+3,838↑ INC
Kestra Advisory Services, LLCCIK 0001830819
296,752$3.66M+158,471↑ INC
Palogic Value Management, L.P.CIK 0001532943
283,732$3.50M+6,994↑ INC
Rockefeller Capital Management L.P.CIK 0001739439
227,413$2.80M-11,789↓ DEC
Cetera Investment AdvisersCIK 0001666741
219,465$2.71M+27,316↑ INC

增持最多(買方)

申報機構Δ 持股市值
GUGGENHEIM CAPITAL LLC↑ INC
+399,239$36.52M
Left Brain Wealth Management, LLC↑ INC
+378,403$5.62M
Hennion & Walsh Asset Management, Inc.↑ INC
+268,812$23.65M
RAYMOND JAMES FINANCIAL INC↑ INC
+186,879$15.35M
Kestra Advisory Services, LLC↑ INC
+158,471$3.66M
LPL Financial LLC↑ INC
+156,017$13.47M
MERCER GLOBAL ADVISORS INC /ADV↑ INC
+93,160$1.54M
HARBOUR INVESTMENTS, INC.↑ INC
+68,357$1.56M
CHAPIN DAVIS, INC.↑ INC
+64,565$991.40K
Advisors Asset Management, Inc.↑ INC
+62,529$8.46M

減持最多(賣方)

申報機構Δ 持股市值
Penserra Capital Management LLC↓ DEC
-567,949$14.00
HighTower Advisors, LLC↓ DEC
-341,623$222.67K
VAN ECK ASSOCIATES CORP↓ DEC
-213,383$12.56K
North Ground Capital↓ DEC
-191,674$1.40M
MORGAN STANLEY↓ DEC
-188,083$33.73M
COHEN & STEERS, INC.↓ DEC
-143,288$1.91K
Alpine Global Management, LLC↓ DEC
-113,892$418.47K
SIT INVESTMENT ASSOCIATES INC↓ DEC
-107,080$2.15K
Gridiron Partners, LLC↓ DEC
-68,444$2.05M
UBS Group AG↓ DEC
-49,616$24.25M