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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92
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$175.30M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
7,208,667$60.99M-29,422↓ DEC
WELLS FARGO & COMPANY/MNCIK 0000072971
1,412,848$11.95M-4,087↓ DEC
1607 Capital Partners, LLCCIK 0001436866
1,192,990$10.09M–no_change
Allspring Global Investments Holdings, LLCCIK 0001890906
1,075,268$9.10M–no_change
PenderFund Capital Management Ltd.CIK 0001706164
1,023,197$8.66M+7,800↑ INC
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578
963,439$8.15M-165,515↓ DEC
Invesco Ltd.CIK 0000914208
920,699$7.79M-9,028↓ DEC
GUGGENHEIM CAPITAL LLCCIK 0001283072
870,715$7.37M-41,828↓ DEC
BANK OF AMERICA CORP /DE/CIK 0000070858
777,957$6.58M+26,325↑ INC
LPL Financial LLCCIK 0001403438
670,242$5.67M-68,213↓ DEC
Private Advisor Group, LLCCIK 0001567755
600,354$5.08M-373,974↓ DEC
Baird Financial Group, Inc.CIK 0001648711
556,785$4.71M+517↑ INC
HighTower Advisors, LLCCIK 0001462245
490,058$4.15M-1,493↓ DEC
CAPSTONE INVESTMENT ADVISORS, LLCCIK 0001426196
462,748$3.91M–no_change
FIRST TRUST ADVISORS LPCIK 0001125816
353,195$2.99M+31,198↑ INC
OSAIC HOLDINGS, INC.CIK 0001677044
282,562$2.39M-3,590↓ DEC
STIFEL FINANCIAL CORPCIK 0000720672
265,508$2.25M-2,128↓ DEC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
251,868$2.13M+63,836↑ INC
RIVERBRIDGE PARTNERS LLCCIK 0001112325
244,874$2.07M+9,244↑ INC
Matisse CapitalCIK 0001668256
230,000$1.95M–no_change
Atala Financial IncCIK 0002053756
192,584$1.63M+5,000↑ INC
TrueMark Investments, LLCCIK 0001974457
190,656$1.61M+9,696↑ INC
Ionic Capital Management LLCCIK 0001386462
170,464$1.44M–no_change
NWF Advisory Services Inc.CIK 0002045735
156,450$1.32M+4,800↑ INC
Closed-End Fund Advisors, Inc.CIK 0002103520
156,351$1.32M+17,900↑ INC

增持最多(買方)

申報機構Δ 持股市值
GatePass Capital, LLC↑ INC
+85,700$822.31K
Corient Private Wealth LLCNEW
+85,587$724.06K
PFG Investments, LLC↑ INC
+69,003$713.54K
Quantinno Capital Management LPNEW
+66,332$561.18K
RAYMOND JAMES FINANCIAL INC↑ INC
+63,836$2.13M
FIFTH THIRD BANCORPNEW
+52,519$444.31K
FIRST TRUST ADVISORS LP↑ INC
+31,198$2.99M
BANK OF AMERICA CORP /DE/↑ INC
+26,325$6.58M
Summit Financial, LLC↑ INC
+19,388$1.19M
Closed-End Fund Advisors, Inc.↑ INC
+17,900$1.32M

減持最多(賣方)

申報機構Δ 持股市值
Private Advisor Group, LLC↓ DEC
-373,974$5.08M
Saba Capital Management, L.P.↓ DEC
-283,992$1.19M
RIVERNORTH CAPITAL MANAGEMENT, LLC↓ DEC
-165,515$8.15M
LPL Financial LLC↓ DEC
-68,213$5.67M
GUGGENHEIM CAPITAL LLC↓ DEC
-41,828$7.37M
MORGAN STANLEY↓ DEC
-29,422$60.99M
UBS Group AG↓ DEC
-26,597$553.45K
ROYAL BANK OF CANADA↓ DEC
-18,375$575.00K
Fiera Capital Corp↓ DEC
-15,679$94.90K
ROBERTS GLORE & CO INC /IL/↓ DEC
-14,703$1.04M