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 | 4,689,313 | $106.45M | +70,588 | ↑ INC |
Pathstone Holdings, LLCCIK 0002011612 | 1,613,294 | $36.62M | -220,685 | ↓ DEC |
MACKAY SHIELDS LLCCIK 0000061227 | 1,566,262 | $35.55M | +202,135 | ↑ INC |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 1,560,360 | $35.42M | – | no_change |
Almitas Capital LLCCIK 0001596468 | 1,486,013 | $33.73M | – | no_change |
Tortoise Investment Management, LLCCIK 0001599511 | 1,401,152 | $31.81M | +40,015 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 1,247,371 | $28.32M | +5,500 | ↑ INC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 881,402 | $20.01M | -284,985 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 745,082 | $16.91M | -21,402 | ↓ DEC |
UBS Group AGCIK 0001610520 | 707,969 | $16.07M | +6,760 | ↑ INC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 617,560 | $14.02M | +74,827 | ↑ INC |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTDCIK 0001034546 | 541,052 | $12.28M | -121,707 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 488,950 | $11.10M | +59,136 | ↑ INC |
Merit Financial Group, LLCCIK 0001621225 | 442,588 | $10.05M | -18,486 | ↓ DEC |
1607 Capital Partners, LLCCIK 0001436866 | 385,481 | $8.75M | +94,675 | ↑ INC |
Narwhal Capital ManagementCIK 0001461287 | 357,067 | $8.11M | -30,635 | ↓ DEC |
Focus Partners WealthCIK 0001542153 | 240,497 | $5.46M | -11,742 | ↓ DEC |
Beverly Hills Private Wealth, LLCCIK 0001965710 | 228,066 | $5.18M | +67,124 | ↑ INC |
Jacobi Capital Management LLCCIK 0001689646 | 204,947 | $4.65M | +767 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 201,895 | $4.58M | -13,740 | ↓ DEC |
WealthBridge Capital Management, LLCCIK 0001767313 | 195,915 | $4.45M | +5,870 | ↑ INC |
Dakota Wealth ManagementCIK 0001631353 | 166,660 | $3.78M | +34,400 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 140,668 | $3.19M | -16,119 | ↓ DEC |
Elgethun Capital ManagementCIK 0001638022 | 137,169 | $3.11M | +162 | ↑ INC |
Maltin Wealth Management, Inc.CIK 0001764260 | 124,238 | $2.82M | -6,769 | ↓ DEC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
SENTINEL TRUST CO LBA↑ INC | +227,104 | $18.99K |
MACKAY SHIELDS LLC↑ INC | +202,135 | $35.55M |
1607 Capital Partners, LLC↑ INC | +94,675 | $8.75M |
Hennion & Walsh Asset Management, Inc.↑ INC | +74,827 | $14.02M |
Karpus Management, Inc.↑ INC | +70,588 | $106.45M |
Beverly Hills Private Wealth, LLC↑ INC | +67,124 | $5.18M |
LPL Financial LLC↑ INC | +59,136 | $11.10M |
Advisors Asset Management, Inc.↑ INC | +44,367 | $2.79M |
Fiera Capital CorpNEW | +44,345 | $1.01M |
COHEN & STEERS, INC.↑ INC | +43,000 | $2.11K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
RIVERNORTH CAPITAL MANAGEMENT, LLC↓ DEC | -284,985 | $20.01M |
Pathstone Holdings, LLC↓ DEC | -220,685 | $36.62M |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD↓ DEC | -121,707 | $12.28M |
Steward Partners Investment Advisory, LLC↓ DEC | -55,518 | $1.14M |
VAN ECK ASSOCIATES CORP↓ DEC | -37,738 | $11.14K |
Narwhal Capital Management↓ DEC | -30,635 | $8.11M |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -28,271 | $324.84K |
BANK OF AMERICA CORP /DE/↓ DEC | -21,402 | $16.91M |
Rockefeller Capital Management L.P.↓ DEC | -20,770 | $2.53M |
Merit Financial Group, LLC↓ DEC | -18,486 | $10.05M |