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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132
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$312.66M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
1,946,401$51.91M-71,027↓ DEC
Karpus Management, Inc.CIK 0001048703
1,636,959$43.66M-33,820↓ DEC
WELLS FARGO & COMPANY/MNCIK 0000072971
1,248,095$33.29M+7,722↑ INC
Invesco Ltd.CIK 0000914208
779,442$20.79M-33,555↓ DEC
ROYAL BANK OF CANADACIK 0001000275
745,857$19.89M+2,177↑ INC
UBS Group AGCIK 0001610520
727,794$19.41M+905↑ INC
LPL Financial LLCCIK 0001403438
636,887$16.99M+51,982↑ INC
Allspring Global Investments Holdings, LLCCIK 0001890906
598,826$15.97M+41,518↑ INC
GUGGENHEIM CAPITAL LLCCIK 0001283072
568,698$15.17M+42,442↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
419,171$11.18M+17,074↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
375,648$10.02M+11,219↑ INC
1607 Capital Partners, LLCCIK 0001436866
335,968$8.96M-177,852↓ DEC
HighTower Advisors, LLCCIK 0001462245
263,418$7.03M-1,713↓ DEC
Advisors Asset Management, Inc.CIK 0001297376
243,838$6.50M+48,802↑ INC
OSAIC HOLDINGS, INC.CIK 0001677044
212,827$5.68M+7,322↑ INC
AMERIPRISE FINANCIAL INCCIK 0000820027
189,571$5.06M-15,421↓ DEC
Cypress Capital Management LLC (WY)CIK 0001633896
177,931$4.85M+15,332↑ INC
Advisor OS, LLCCIK 0001767580
127,390$3.40M+127,390NEW
D.A. DAVIDSON & CO.CIK 0001080107
100,726$2.69M+9,195↑ INC
Kestra Advisory Services, LLCCIK 0001830819
73,344$1.96M+62,718↑ INC
Ionic Capital Management LLCCIK 0001386462
66,113$1.76M+4,271↑ INC
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272
65,532$1.75M-10,288↓ DEC
PMG Family Office LLCCIK 0002102299
60,228$1.64M+419↑ INC
MONECO ADVISORS, LLCCIK 0001765690
60,746$1.62M-1,230↓ DEC
FIRST TRUST ADVISORS LPCIK 0001125816
56,321$1.50M+4,985↑ INC

增持最多(買方)

申報機構Δ 持股市值
Advisor OS, LLCNEW
+127,390$3.40M
Kestra Advisory Services, LLC↑ INC
+62,718$1.96M
LPL Financial LLC↑ INC
+51,982$16.99M
Advisors Asset Management, Inc.↑ INC
+48,802$6.50M
GUGGENHEIM CAPITAL LLC↑ INC
+42,442$15.17M
Allspring Global Investments Holdings, LLC↑ INC
+41,518$15.97M
MILLENNIUM MANAGEMENT LLC↑ INC
+17,653$658.43K
RAYMOND JAMES FINANCIAL INC↑ INC
+17,074$11.18M
Cypress Capital Management LLC (WY)↑ INC
+15,332$4.85M
Tulsa Wealth Advisors, INCNEW
+15,007$400.24K

減持最多(賣方)

申報機構Δ 持股市值
1607 Capital Partners, LLC↓ DEC
-177,852$8.96M
MORGAN STANLEY↓ DEC
-71,027$51.91M
NBC SECURITIES, INC.↓ DEC
-47,918$495.77K
Western Wealth Management, LLC↓ DEC
-40,143$108.01K
Karpus Management, Inc.↓ DEC
-33,820$43.66M
Invesco Ltd.↓ DEC
-33,555$20.79M
Baird Financial Group, Inc.↓ DEC
-29,960$567.03K
Shulman DeMeo Asset Management LLC↓ DEC
-16,030$1.22M
AMERIPRISE FINANCIAL INC↓ DEC
-15,421$5.06M
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC
-10,288$1.75M