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 |
|---|---|---|---|---|
Pathstone Holdings, LLCCIK 0002011612 | 706,910 | $7.71M | +314,884 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 502,148 | $5.47M | -195,968 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 390,996 | $4.26M | -198,252 | ↓ DEC |
Logan Stone Capital, LLCCIK 0001535521 | 352,014 | $3.84M | +266,002 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 280,055 | $3.05M | -10,077 | ↓ DEC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 247,972 | $2.70M | +53,227 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 215,252 | $2.35M | +71,148 | ↑ INC |
1607 Capital Partners, LLCCIK 0001436866 | 196,023 | $2.14M | +196,023 | NEW |
ADAPT WEALTH ADVISORS, LLCCIK 0002013937 | 191,163 | $2.08M | +4,316 | ↑ INC |
Matisse CapitalCIK 0001668256 | 170,000 | $1.85M | +115,350 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 156,783 | $1.71M | -138,267 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 149,469 | $1.63M | +31,828 | ↑ INC |
Saba Capital Management, L.P.CIK 0001510281 | 143,882 | $1.57M | +143,882 | NEW |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.CIK 0001536186 | 140,470 | $1.53M | -4,116 | ↓ DEC |
Thomas J. Herzfeld Advisors, Inc.CIK 0001509510 | 117,867 | $1.28M | -115,183 | ↓ DEC |
UBS Group AGCIK 0001610520 | 100,658 | $1.10M | -6,321 | ↓ DEC |
Closed-End Fund Advisors, Inc.CIK 0002103520 | 75,639 | $824.47K | +340 | ↑ INC |
NATIONS FINANCIAL GROUP INC, /IA/ /ADVCIK 0001109767 | 60,800 | $662.72K | – | no_change |
SeaCrest Wealth Management, LLCCIK 0001728121 | 59,248 | $645.80K | +12,400 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 40,337 | $439.67K | +7,412 | ↑ INC |
ABSOLUTE INVESTMENT ADVISERS, LLCCIK 0001316187 | 38,549 | $420.18K | +38,549 | NEW |
Capital Investment Advisors, LLCCIK 0001582732 | 33,807 | $368.50K | – | no_change |
Kestra Advisory Services, LLCCIK 0001830819 | 32,738 | $356.84K | +1,400 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 27,311 | $297.69K | -129,399 | ↓ DEC |
Almitas Capital LLCCIK 0001596468 | 25,085 | $273.43K | +656 | ↑ INC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Pathstone Holdings, LLC↑ INC | +314,884 | $7.71M |
Logan Stone Capital, LLC↑ INC | +266,002 | $3.84M |
1607 Capital Partners, LLCNEW | +196,023 | $2.14M |
Saba Capital Management, L.P.NEW | +143,882 | $1.57M |
Matisse Capital↑ INC | +115,350 | $1.85M |
BANK OF AMERICA CORP /DE/↑ INC | +71,148 | $2.35M |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +53,227 | $2.70M |
ABSOLUTE INVESTMENT ADVISERS, LLCNEW | +38,549 | $420.18K |
WELLS FARGO & COMPANY/MN↑ INC | +31,828 | $1.63M |
Quarry LPNEW | +24,899 | $271.40K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
MORGAN STANLEY↓ DEC | -198,252 | $4.26M |
GUGGENHEIM CAPITAL LLC↓ DEC | -195,968 | $5.47M |
ENVESTNET ASSET MANAGEMENT INC↓ DEC | -138,267 | $1.71M |
Advisors Asset Management, Inc.↓ DEC | -129,399 | $297.69K |
Thomas J. Herzfeld Advisors, Inc.↓ DEC | -115,183 | $1.28M |
ROYAL BANK OF CANADA↓ DEC | -54,343 | $184.00K |
Cetera Investment Advisers↓ DEC | -16,163 | $257.04K |
CHOREO, LLC↓ DEC | -14,823 | $173.00K |
Soltis Investment Advisors LLC↓ DEC | -12,721 | $197.37K |
Hennion & Walsh Asset Management, Inc.↓ DEC | -11,587 | $158.47K |