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 |
|---|---|---|---|---|
AMERIPRISE FINANCIAL INCCIK 0000820027 | 304,265 | $6.55M | +2,052 | ↑ INC |
Saba Capital Management, L.P.CIK 0001510281 | 277,479 | $5.98M | -83,815 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 148,204 | $3.19M | -24,184 | ↓ DEC |
Pathstone Holdings, LLCCIK 0002011612 | 145,422 | $3.13M | +22,803 | ↑ INC |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860 | 107,851 | $2.32M | +10,477 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 100,823 | $2.17M | -391 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 91,338 | $1.97M | -5,963 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 89,139 | $1.92M | +15,048 | ↑ INC |
Beckerman Institutional, LLCCIK 0002043468 | 73,919 | $1.59M | +15 | ↑ INC |
UBS Group AGCIK 0001610520 | 60,873 | $1.31M | -4,252 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 59,011 | $1.27M | -6,365 | ↓ DEC |
Mezzasalma Advisors, LLCCIK 0001864916 | 39,885 | $859.12K | +529 | ↑ INC |
Bulldog Investors, LLPCIK 0001504304 | 39,448 | $849.71K | – | no_change |
ROYAL BANK OF CANADACIK 0001000275 | 36,148 | $779.00K | +729 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 35,881 | $772.87K | -20,617 | ↓ DEC |
STIFEL FINANCIAL CORPCIK 0000720672 | 30,792 | $663.26K | +1,332 | ↑ INC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 25,913 | $558.16K | +13,827 | ↑ INC |
GABELLI & Co INVESTMENT ADVISERS, INC.CIK 0000932724 | 25,700 | $553.58K | -1,300 | ↓ DEC |
UHLMANN PRICE SECURITIES, LLCCIK 0001035344 | 24,189 | $521.04K | +670 | ↑ INC |
EVOLVE PRIVATE WEALTH, LLCCIK 0002111131 | 21,555 | $464.29K | +14 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 19,684 | $423.99K | -210 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 19,354 | $416.89K | -305 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 17,341 | $373.54K | +8,938 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 16,113 | $347.08K | -1,397 | ↓ DEC |
Shaker Financial Services, LLCCIK 0001511794 | 15,221 | $327.86K | -12,467 | ↓ DEC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Pathstone Holdings, LLC↑ INC | +22,803 | $3.13M |
Invesco Ltd.↑ INC | +15,048 | $1.92M |
FIRST TRUST ADVISORS LP↑ INC | +13,827 | $558.16K |
Concurrent Investment Advisors, LLCNEW | +12,705 | $273.67K |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC↑ INC | +10,477 | $2.32M |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +9,878 | $293.76K |
OSAIC HOLDINGS, INC.↑ INC | +8,938 | $373.54K |
PNC FINANCIAL SERVICES GROUP, INC.↑ INC | +3,000 | $198.28K |
AMERIPRISE FINANCIAL INC↑ INC | +2,052 | $6.55M |
STIFEL FINANCIAL CORP↑ INC | +1,332 | $663.26K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Saba Capital Management, L.P.↓ DEC | -83,815 | $5.98M |
MORGAN STANLEY↓ DEC | -24,184 | $3.19M |
Advisors Asset Management, Inc.↓ DEC | -20,617 | $772.87K |
Shaker Financial Services, LLC↓ DEC | -12,467 | $327.86K |
LPL Financial LLC↓ DEC | -6,365 | $1.27M |
GUGGENHEIM CAPITAL LLC↓ DEC | -5,963 | $1.97M |
Cambridge Investment Research Advisors, Inc.↓ DEC | -5,400 | $878.00 |
UBS Group AG↓ DEC | -4,252 | $1.31M |
ENVESTNET ASSET MANAGEMENT INC↓ DEC | -1,397 | $347.08K |
GABELLI & Co INVESTMENT ADVISERS, INC.↓ DEC | -1,300 | $553.58K |