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 |
|---|---|---|---|---|
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 345,951 | $2.88M | – | no_change |
Shaker Financial Services, LLCCIK 0001511794 | 228,848 | $1.92M | +115,037 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 177,454 | $1.48M | +63 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 154,286 | $1.29M | -1,077 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 142,216 | $1.18M | +11,248 | ↑ INC |
Kestra Advisory Services, LLCCIK 0001830819 | 90,397 | $753.01K | +511 | ↑ INC |
UBS Group AGCIK 0001610520 | 80,000 | $666.40K | -462 | ↓ DEC |
TRUIST FINANCIAL CORPCIK 0000092230 | 77,208 | $643.14K | -1,885 | ↓ DEC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 77,208 | $643.14K | -2,184 | ↓ DEC |
Institute for Wealth Management, LLC.CIK 0001533954 | 37,850 | $315.29K | +66 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 31,282 | $260.58K | +1,387 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 24,270 | $202.17K | -937 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 24,272 | $202.00K | +6 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 21,630 | $180.18K | -250 | ↓ DEC |
FIFTH THIRD BANCORPCIK 0000035527 | 15,402 | $128.30K | +15,402 | NEW |
Argyle Capital Partners, LLCCIK 0002079995 | 13,985 | $116.50K | – | no_change |
Owen LaRue, LLCCIK 0001965328 | 11,815 | $98.42K | +86 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 11,226 | $93.52K | +199 | ↑ INC |
CoreCap Advisors, LLCCIK 0001902501 | 7,400 | $61.64K | -2,000 | ↓ DEC |
MAI Capital ManagementCIK 0001040197 | 4,542 | $37.84K | – | no_change |
Destiny Wealth Partners, LLCCIK 0001844369 | 3,400 | $28.32K | – | no_change |
CWM, LLCCIK 0001535847 | 1,789 | $14.90K | – | no_change |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COCIK 0001141802 | 1,516 | $12.63K | -585 | ↓ DEC |
Rockefeller Capital Management L.P.CIK 0001739439 | 1,000 | $8.33K | – | no_change |
Triumph Capital ManagementCIK 0001730765 | 700 | $5.88K | – | no_change |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Shaker Financial Services, LLC↑ INC | +115,037 | $1.92M |
FIFTH THIRD BANCORPNEW | +15,402 | $128.30K |
MORGAN STANLEY↑ INC | +11,248 | $1.18M |
Cetera Investment Advisers↑ INC | +1,387 | $260.58K |
Kestra Advisory Services, LLC↑ INC | +511 | $753.01K |
BANK OF AMERICA CORP /DE/↑ INC | +199 | $93.52K |
Owen LaRue, LLC↑ INC | +86 | $98.42K |
Institute for Wealth Management, LLC.↑ INC | +66 | $315.29K |
LPL Financial LLC↑ INC | +63 | $1.48M |
WELLS FARGO & COMPANY/MN↑ INC | +45 | $2.89K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
ENVESTNET ASSET MANAGEMENT INC↓ DEC | -2,184 | $643.14K |
CoreCap Advisors, LLC↓ DEC | -2,000 | $61.64K |
TRUIST FINANCIAL CORP↓ DEC | -1,885 | $643.14K |
GUGGENHEIM CAPITAL LLC↓ DEC | -1,077 | $1.29M |
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC | -937 | $202.17K |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -585 | $12.63K |
UBS Group AG↓ DEC | -462 | $666.40K |
OSAIC HOLDINGS, INC.↓ DEC | -250 | $180.18K |