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 |
|---|---|---|---|---|
Karpus Management, Inc.CIK 0001048703 | 1,851,052 | $19.57M | -10,608 | ↓ DEC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 1,182,919 | $12.50M | -56,093 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 974,373 | $10.30M | +198,753 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 935,083 | $9.88M | -26,306 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 565,724 | $5.98M | -158,095 | ↓ DEC |
BDF-GESTIONCIK 0001632812 | 4,074 | $3.92M | – | no_change |
MELFA WEALTH MANAGEMENT, INC.CIK 0001962465 | 370,302 | $3.91M | +6,369 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 323,215 | $3.42M | -83,839 | ↓ DEC |
1607 Capital Partners, LLCCIK 0001436866 | 277,822 | $2.94M | – | no_change |
Rock Point Advisors, LLCCIK 0001301540 | 268,365 | $2.84M | +18,342 | ↑ INC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 181,020 | $1.91M | +126,426 | ↑ INC |
Rareview Capital LLCCIK 0002044533 | 159,882 | $1.88M | +27,526 | ↑ INC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 154,493 | $1.63M | -702,554 | ↓ DEC |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 147,457 | $1.56M | +22,123 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 132,363 | $1.40M | +30,891 | ↑ INC |
Private Advisor Group, LLCCIK 0001567755 | 110,547 | $1.17M | +6,262 | ↑ INC |
RIVERBRIDGE PARTNERS LLCCIK 0001112325 | 108,500 | $1.15M | +3,938 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 56,943 | $601.89K | -13,090 | ↓ DEC |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 51,777 | $547.28K | -15,683 | ↓ DEC |
Chicago Partners Investment Group LLCCIK 0001563525 | 47,284 | $507.36K | -500 | ↓ DEC |
Ethos Financial Group, LLCCIK 0001954242 | 45,108 | $497.99K | – | no_change |
UBS Group AGCIK 0001610520 | 44,678 | $472.25K | +6,038 | ↑ INC |
Arkadios Wealth AdvisorsCIK 0001800798 | 43,420 | $458.94K | +1,830 | ↑ INC |
Savvy Advisors, Inc.CIK 0002003633 | 42,717 | $451.52K | +42,717 | NEW |
Ramiah Investment GroupCIK 0001566307 | 40,321 | $426.19K | -1,043 | ↓ DEC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
MORGAN STANLEY↑ INC | +198,753 | $10.30M |
FIRST TRUST ADVISORS LP↑ INC | +126,426 | $1.91M |
Savvy Advisors, Inc.NEW | +42,717 | $451.52K |
ENVESTNET ASSET MANAGEMENT INCNEW | +38,499 | $406.93K |
Cetera Investment Advisers↑ INC | +30,891 | $1.40M |
Rareview Capital LLC↑ INC | +27,526 | $1.88M |
Shulman DeMeo Asset Management LLCNEW | +26,110 | $275.98K |
Hamrick Investment Counsel, llcNEW | +25,268 | $267.08K |
Allspring Global Investments Holdings, LLC↑ INC | +22,123 | $1.56M |
Rock Point Advisors, LLC↑ INC | +18,342 | $2.84M |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
RIVERNORTH CAPITAL MANAGEMENT, LLC↓ DEC | -702,554 | $1.63M |
LPL Financial LLC↓ DEC | -158,095 | $5.98M |
SIT INVESTMENT ASSOCIATES INC↓ DEC | -130,079 | $52.01K |
Invesco Ltd.↓ DEC | -83,839 | $3.42M |
GUGGENHEIM CAPITAL LLC↓ DEC | -56,093 | $12.50M |
JANE STREET GROUP, LLC↓ DEC | -55,403 | $227.35K |
RAYMOND JAMES FINANCIAL INC↓ DEC | -26,306 | $9.88M |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -15,831 | $121.22K |
Steward Partners Investment Advisory, LLC↓ DEC | -15,683 | $547.28K |
OSAIC HOLDINGS, INC.↓ DEC | -13,090 | $601.89K |