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。
| 申報機構 | 持股數 | 市值 | Δ 持股 | 變動 |
|---|---|---|---|---|
MORGAN STANLEYCIK 0000895421 | 4,007,764 | $40.76M | +94,879 | ↑ INC |
McGowan Group Asset Management, Inc.CIK 0001633227 | 3,741,487 | $38.05M | +23,156 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 1,251,424 | $12.73M | +11,182 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 1,095,011 | $11.14M | +63,798 | ↑ INC |
Pathstone Holdings, LLCCIK 0002011612 | 1,078,357 | $10.97M | +1,078,357 | NEW |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 812,038 | $8.26M | +67,145 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 798,788 | $8.12M | -182,158 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 694,287 | $7.06M | -129,634 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 567,983 | $5.78M | -1,874 | ↓ DEC |
Smith Asset Management Co., LLCCIK 0002068217 | 394,097 | $4.01M | -8,005 | ↓ DEC |
Uncommon Cents Investing LLCCIK 0001729754 | 363,535 | $3.70M | +19,695 | ↑ INC |
JONES FINANCIAL COMPANIES LLLPCIK 0000815917 | 332,919 | $3.31M | +33,478 | ↑ INC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 303,288 | $3.08M | +162,014 | ↑ INC |
Logan Stone Capital, LLCCIK 0001535521 | 232,034 | $2.36M | +178,797 | ↑ INC |
Shaker Financial Services, LLCCIK 0001511794 | 203,148 | $2.07M | -11,045 | ↓ DEC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 201,681 | $2.05M | +65,726 | ↑ INC |
INDEPENDENT FINANCIAL GROUP, LLCCIK 0000275484 | 191,047 | $1.94M | -1,827 | ↓ DEC |
Fiera Capital CorpCIK 0001505817 | 188,036 | $1.91M | -8,849 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 153,053 | $1.56M | -1,564 | ↓ DEC |
Independent Wealth Network Inc.CIK 0001891240 | 147,391 | $1.50M | -639 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 145,812 | $1.48M | +1,178 | ↑ INC |
ABSOLUTE INVESTMENT ADVISERS, LLCCIK 0001316187 | 143,544 | $1.46M | +143,544 | NEW |
READYSTATE ASSET MANAGEMENT LPCIK 0001900923 | 143,474 | $1.46M | +36,501 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 137,823 | $1.40M | +31,206 | ↑ INC |
Tidal Investments LLCCIK 0001600064 | 112,817 | $1.15M | -8,673 | ↓ DEC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Pathstone Holdings, LLCNEW | +1,078,357 | $10.97M |
Logan Stone Capital, LLC↑ INC | +178,797 | $2.36M |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +162,014 | $3.08M |
ABSOLUTE INVESTMENT ADVISERS, LLCNEW | +143,544 | $1.46M |
HOURGLASS CAPITAL, LLCNEW | +109,380 | $1.11M |
MORGAN STANLEY↑ INC | +94,879 | $40.76M |
Anchor Capital Management Group IncNEW | +80,000 | $813.60K |
WELLS FARGO & COMPANY/MN↑ INC | +67,145 | $8.26M |
Hennion & Walsh Asset Management, Inc.↑ INC | +65,726 | $2.05M |
Invesco Ltd.↑ INC | +63,798 | $11.14M |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -1,184,267 | $170.72K |
RIVERNORTH CAPITAL MANAGEMENT, LLC↓ DEC | -249,268 | $884.64K |
LPL Financial LLC↓ DEC | -182,158 | $8.12M |
BANK OF AMERICA CORP /DE/↓ DEC | -129,634 | $7.06M |
JANE STREET GROUP, LLC↓ DEC | -55,416 | $560.54K |
NATIONAL BANK OF CANADA /FI/↓ DEC | -34,300 | $777.14K |
SMH CAPITAL ADVISORS INC↓ DEC | -23,896 | $249.43K |
GUGGENHEIM CAPITAL LLC↓ DEC | -22,633 | $327.51K |
Shaker Financial Services, LLC↓ DEC | -11,045 | $2.07M |
Sound Income Strategies, LLC↓ DEC | -10,496 | $391.74K |