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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222
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$518.67M已顯示持有人市值總和
淨持倉變化10 增持 · 4 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
12,227,809$196.50M+11,997,085↑ INC
LPL Financial LLCCIK 0001403438
1,974,296$31.73M+1,617,627↑ INC
Invesco Ltd.CIK 0000914208
1,946,994$31.29M+1,598,838↑ INC
UBS Group AGCIK 0001610520
1,884,150$30.28M+1,494,850↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
1,836,213$29.51M+1,489,067↑ INC
Allspring Global Investments Holdings, LLCCIK 0001890906
1,621,647$26.06M+1,583,680↑ INC
Saba Capital Management, L.P.CIK 0001510281
1,537,423$24.71M+1,537,423NEW
BANK OF AMERICA CORP /DE/CIK 0000070858
1,326,539$21.32M+1,251,909↑ INC
Advisors Asset Management, Inc.CIK 0001297376
1,194,048$19.19M+1,138,830↑ INC
GUGGENHEIM CAPITAL LLCCIK 0001283072
1,049,466$16.86M+864,338↑ INC
HighTower Advisors, LLCCIK 0001462245
592,916$9.53M+592,916NEW
OSAIC HOLDINGS, INC.CIK 0001677044
590,763$9.49M+440,264↑ INC
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891
549,588$8.83M+548,810↑ INC
ROYAL BANK OF CANADACIK 0001000275
528,707$8.50M+454,483↑ INC
ABSOLUTE INVESTMENT ADVISERS, LLCCIK 0001316187
430,433$6.92M+430,433NEW
AMERIPRISE FINANCIAL INCCIK 0000820027
430,893$6.91M+390,541↑ INC
Shaker Financial Services, LLCCIK 0001511794
407,322$6.55M+322,204↑ INC
Twelve Points Wealth Management LLCCIK 0001877090
325,501$5.23M+325,501NEW
STIFEL FINANCIAL CORPCIK 0000720672
324,292$5.21M+309,885↑ INC
Capital Investment Advisors, LLCCIK 0001582732
285,535$4.59M+285,535NEW
Cetera Investment AdvisersCIK 0001666741
262,227$4.21M+234,800↑ INC
Independent Advisor AllianceCIK 0001696899
247,485$3.98M+229,735↑ INC
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543
246,272$3.96M+236,261↑ INC
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272
245,116$3.94M+220,626↑ INC
Hennion & Walsh Asset Management, Inc.CIK 0001861642
210,579$3.38M+195,889↑ INC

增持最多(買方)

申報機構Δ 持股市值
MORGAN STANLEY↑ INC
+11,997,085$196.50M
LPL Financial LLC↑ INC
+1,617,627$31.73M
Invesco Ltd.↑ INC
+1,598,838$31.29M
Allspring Global Investments Holdings, LLC↑ INC
+1,583,680$26.06M
Saba Capital Management, L.P.NEW
+1,537,423$24.71M
UBS Group AG↑ INC
+1,494,850$30.28M
RAYMOND JAMES FINANCIAL INC↑ INC
+1,489,067$29.51M
BANK OF AMERICA CORP /DE/↑ INC
+1,251,909$21.32M
Advisors Asset Management, Inc.↑ INC
+1,138,830$19.19M
GUGGENHEIM CAPITAL LLC↑ INC
+864,338$16.86M

減持最多(賣方)

申報機構Δ 持股市值
Integrated Wealth Concepts LLC↓ DEC
-10,082$1.20M
Pinnacle Bancorp, Inc.↓ DEC
-1,704$1.54K
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC↓ DEC
-1,296$6.17K
JPMORGAN CHASE & CO↓ DEC
-251$269.00