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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113
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$144.08M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
5,065,633$65.14M+654,334↑ INC
GUGGENHEIM CAPITAL LLCCIK 0001283072
991,567$12.75M+114,578↑ INC
ROYAL BANK OF CANADACIK 0001000275
644,351$8.29M-10,479↓ DEC
BANK OF AMERICA CORP /DE/CIK 0000070858
423,193$5.44M+10,307↑ INC
1607 Capital Partners, LLCCIK 0001436866
403,070$5.18M–no_change
CITY OF LONDON INVESTMENT MANAGEMENT CO LTDCIK 0001034546
393,872$5.07M+93,553↑ INC
Thomas J. Herzfeld Advisors, Inc.CIK 0001509510
340,641$4.38M-431,626↓ DEC
LPL Financial LLCCIK 0001403438
298,622$3.84M+32,019↑ INC
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543
267,531$3.44M-297,059↓ DEC
Rareview Capital LLCCIK 0002044533
253,193$3.39M+44,116↑ INC
Cetera Investment AdvisersCIK 0001666741
257,939$3.32M-17,387↓ DEC
RIVERBRIDGE PARTNERS LLCCIK 0001112325
239,842$3.08M+18,535↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
229,990$2.96M-1,002↓ DEC
FIRST TRUST ADVISORS LPCIK 0001125816
181,293$2.33M+19,365↑ INC
STIFEL FINANCIAL CORPCIK 0000720672
141,981$1.83M+1,317↑ INC
B. Riley Wealth Advisors, Inc.CIK 0001464811
144,543$1.82M-1,676↓ DEC
Noble Wealth Management PBCCIK 0002055065
126,755$1.63M-6,122↓ DEC
Steward Partners Investment Advisory, LLCCIK 0001723397
118,605$1.53M+1,625↑ INC
Closed-End Fund Advisors, Inc.CIK 0002103520
115,052$1.48M+2,147↑ INC
Private Advisor Group, LLCCIK 0001567755
113,050$1.45M-12,876↓ DEC
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272
107,565$1.38M-7,520↓ DEC
BROOKFIELD Corp /ON/CIK 0001001085
100,582$1.29M–no_change
Pekin Hardy Strauss, Inc.CIK 0001020317
83,805$1.08M+18,826↑ INC
Advisors Asset Management, Inc.CIK 0001297376
81,530$1.05M-40,378↓ DEC
Arlington Capital Management, Inc.CIK 0001606507
72,645$934.22K+2,377↑ INC

增持最多(買方)

申報機構Δ 持股市值
MORGAN STANLEY↑ INC
+654,334$65.14M
SIT INVESTMENT ASSOCIATES INC↑ INC
+640,008$36.72K
GUGGENHEIM CAPITAL LLC↑ INC
+114,578$12.75M
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD↑ INC
+93,553$5.07M
Penserra Capital Management LLC↑ INC
+91,296$7.68K
Rareview Capital LLC↑ INC
+44,116$3.39M
LPL Financial LLC↑ INC
+32,019$3.84M
FIRST TRUST ADVISORS LP↑ INC
+19,365$2.33M
Pekin Hardy Strauss, Inc.↑ INC
+18,826$1.08M
RIVERBRIDGE PARTNERS LLC↑ INC
+18,535$3.08M

減持最多(賣方)

申報機構Δ 持股市值
Thomas J. Herzfeld Advisors, Inc.↓ DEC
-431,626$4.38M
ENVESTNET ASSET MANAGEMENT INC↓ DEC
-297,059$3.44M
Shaker Financial Services, LLC↓ DEC
-120,108$423.06K
JANE STREET GROUP, LLC↓ DEC
-47,085$366.74K
Advisors Asset Management, Inc.↓ DEC
-40,378$1.05M
CHOREO, LLC↓ DEC
-35,305$742.88K
ROBINSON CAPITAL MANAGEMENT, LLC↓ DEC
-25,650$272.38K
HighTower Advisors, LLC↓ DEC
-24,977$505.22K
BlackRock, Inc.↓ DEC
-19,396$17.88K
Cetera Investment Advisers↓ DEC
-17,387$3.32M