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。
| 申報機構 | 持股數 | 市值 | Δ 持股 | 變動 |
|---|---|---|---|---|
Invesco Ltd.CIK 0000914208 | 773,877 | $10.14M | +43,961 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 662,082 | $8.67M | -30,480 | ↓ DEC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 317,585 | $4.16M | +57,482 | ↑ INC |
1607 Capital Partners, LLCCIK 0001436866 | 277,498 | $3.64M | +64,269 | ↑ INC |
Pathway Financial Advisers, LLCCIK 0002024152 | 231,745 | $3.04M | +2,702 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 209,404 | $2.74M | +2,238 | ↑ INC |
Pathstone Holdings, LLCCIK 0002011612 | 208,566 | $2.73M | +153,775 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 197,862 | $2.59M | -138,823 | ↓ DEC |
Stratos Wealth Partners, LTD.CIK 0001612865 | 165,348 | $2.17M | +21,483 | ↑ INC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 142,765 | $1.87M | +38,256 | ↑ INC |
Shaker Financial Services, LLCCIK 0001511794 | 123,351 | $1.62M | +9,086 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 121,326 | $1.59M | -2,770 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 109,992 | $1.44M | +21,358 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 107,146 | $1.40M | +14,862 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 88,816 | $1.16M | -9,326 | ↓ DEC |
ABSOLUTE INVESTMENT ADVISERS, LLCCIK 0001316187 | 87,415 | $1.15M | +87,415 | NEW |
Kestra Advisory Services, LLCCIK 0001830819 | 86,676 | $1.14M | +13,576 | ↑ INC |
Logan Stone Capital, LLCCIK 0001535521 | 72,864 | $954.52K | +33,169 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 69,349 | $908.48K | +16,298 | ↑ INC |
Sovran Advisors, LLCCIK 0002051471 | 59,177 | $782.92K | -1,113 | ↓ DEC |
Ausdal Financial Partners, Inc.CIK 0001667146 | 59,101 | $774.23K | +1,238 | ↑ INC |
Calamos Advisors LLCCIK 0001316507 | 58,727 | $769.32K | +20,871 | ↑ INC |
&PARTNERSCIK 0000107136 | 53,668 | $700.61K | +4,960 | ↑ INC |
WEBSTERROGERS FINANCIAL ADVISORS, LLCCIK 0001841757 | 52,000 | $681.20K | – | no_change |
UBS Group AGCIK 0001610520 | 47,151 | $617.68K | -1,083 | ↓ DEC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Pathstone Holdings, LLC↑ INC | +153,775 | $2.73M |
COHEN & STEERS, INC.↑ INC | +149,676 | $11.79K |
ABSOLUTE INVESTMENT ADVISERS, LLCNEW | +87,415 | $1.15M |
1607 Capital Partners, LLC↑ INC | +64,269 | $3.64M |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +57,482 | $4.16M |
Invesco Ltd.↑ INC | +43,961 | $10.14M |
FIRST TRUST ADVISORS LP↑ INC | +38,256 | $1.87M |
Quarry LPNEW | +34,316 | $449.54K |
Logan Stone Capital, LLC↑ INC | +33,169 | $954.52K |
Saba Capital Management, L.P.NEW | +29,037 | $380.38K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -2,753,098 | $26.20K |
LPL Financial LLC↓ DEC | -138,823 | $2.59M |
MILLENNIUM MANAGEMENT LLC↓ DEC | -72,817 | $173.98K |
GUGGENHEIM CAPITAL LLC↓ DEC | -30,480 | $8.67M |
TWO SIGMA INVESTMENTS, LP↓ DEC | -19,854 | $418.68K |
Advisors Asset Management, Inc.↓ DEC | -10,526 | $380.63K |
ROYAL BANK OF CANADA↓ DEC | -9,326 | $1.16M |
MOSAIC FAMILY WEALTH PARTNERS, LLC↓ DEC | -5,000 | $146.59K |
Second Line Capital, LLC↓ DEC | -3,934 | $491.69K |
Aptus Capital Advisors, LLC↓ DEC | -2,938 | $499.91K |