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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135
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$145.63M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
10,727,133$34.54M+1,056,814↑ INC
Bramshill Investments, LLCCIK 0001619899
6,721,458$21.64M+2,275,657↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
3,272,933$10.54M-145,339↓ DEC
Solutions 4 Wealth, LtdCIK 0002006405
2,822,329$9.09M-244,515↓ DEC
LPL Financial LLCCIK 0001403438
2,741,741$8.83M-62,401↓ DEC
Invesco Ltd.CIK 0000914208
2,070,023$6.67M-48,443↓ DEC
EP Wealth Advisors, LLCCIK 0001540569
1,912,308$6.16M+1,912,308NEW
UBS Group AGCIK 0001610520
1,738,909$5.60M-399,266↓ DEC
ABSOLUTE INVESTMENT ADVISERS, LLCCIK 0001316187
1,475,186$4.75M+418,439↑ INC
Advisors Asset Management, Inc.CIK 0001297376
1,346,055$4.33M+55,548↑ INC
WELLS FARGO & COMPANY/MNCIK 0000072971
1,236,868$3.98M-1,117,635↓ DEC
CITY OF LONDON INVESTMENT MANAGEMENT CO LTDCIK 0001034546
1,098,421$3.54M-10,086↓ DEC
BALYASNY ASSET MANAGEMENT L.P.CIK 0001218710
1,076,638$3.47M+114,336↑ INC
LOOMIS SAYLES & CO L PCIK 0000312348
1,017,485$3.28M+1,017,485NEW
RAYMOND JAMES FINANCIAL INCCIK 0000720005
940,365$3.03M+223,851↑ INC
Quarry LPCIK 0001965207
655,830$2.11M+253,437↑ INC
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543
654,405$2.11M+59,770↑ INC
PRINCIPAL SECURITIES, INC.CIK 0000012600
637,401$2.05M+43,036↑ INC
Matisse CapitalCIK 0001668256
600,000$1.93M+110,918↑ INC
Byrne Asset Management LLCCIK 0001911322
534,640$1.72M+237,860↑ INC
ICON ADVISERS INC/COCIK 0001058470
518,888$1.67M+518,888NEW
Ionic Capital Management LLCCIK 0001386462
391,950$1.26M-216,050↓ DEC
1607 Capital Partners, LLCCIK 0001436866
379,461$1.22M–no_change
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891
372,073$1.20M-52,263↓ DEC
ROYAL BANK OF CANADACIK 0001000275
285,590$920.00K+44,768↑ INC

增持最多(買方)

申報機構Δ 持股市值
Bramshill Investments, LLC↑ INC
+2,275,657$21.64M
EP Wealth Advisors, LLCNEW
+1,912,308$6.16M
MORGAN STANLEY↑ INC
+1,056,814$34.54M
LOOMIS SAYLES & CO L PNEW
+1,017,485$3.28M
ICON ADVISERS INC/CONEW
+518,888$1.67M
ABSOLUTE INVESTMENT ADVISERS, LLC↑ INC
+418,439$4.75M
Quarry LP↑ INC
+253,437$2.11M
Byrne Asset Management LLC↑ INC
+237,860$1.72M
RAYMOND JAMES FINANCIAL INC↑ INC
+223,851$3.03M
Verity Asset Management, Inc.↑ INC
+205,303$760.29K

減持最多(賣方)

申報機構Δ 持股市值
WELLS FARGO & COMPANY/MN↓ DEC
-1,117,635$3.98M
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.↓ DEC
-857,470$615.82K
Logan Stone Capital, LLC↓ DEC
-599,252$490.11K
UBS Group AG↓ DEC
-399,266$5.60M
JANE STREET GROUP, LLC↓ DEC
-353,205$283.26K
Penserra Capital Management LLC↓ DEC
-337,714$13.51K
Solutions 4 Wealth, Ltd↓ DEC
-244,515$9.09M
Ionic Capital Management LLC↓ DEC
-216,050$1.26M
BANK OF AMERICA CORP /DE/↓ DEC
-145,339$10.54M
Strategic Advocates LLC↓ DEC
-112,627$1.41K