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機構持股 · 13F

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。

持倉結構

機構持股–
內部人–
機構家數45
機構 –內部人 –其他流通 100.0%
13F 申報機構(前 25)25季度 2026-03-31
前 25 大申報市值$44.72M已顯示持有人市值總和
淨持倉變化10 增持 · 10 減持本季變動最大的機構

依市值排序的前幾大持有人

顯示 25 筆
申報機構持股數市值Δ 持股變動
Bulldog Investors, LLPCIK 0001504304
3,531,732$12.64M-61,925↓ DEC
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578
2,955,950$10.58M+325,054↑ INC
Almitas Capital LLCCIK 0001596468
1,497,718$5.36M–no_change
ICON ADVISERS INC/COCIK 0001058470
731,734$2.62M-89,722↓ DEC
MORGAN STANLEYCIK 0000895421
710,702$2.54M+319,091↑ INC
CITY OF LONDON INVESTMENT MANAGEMENT CO LTDCIK 0001034546
676,122$2.42M+107,873↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
405,971$1.45M–no_change
Allspring Global Investments Holdings, LLCCIK 0001890906
377,111$1.35M–no_change
Bank of New York Mellon CorpCIK 0001390777
354,378$1.27M+35,963↑ INC
GUGGENHEIM CAPITAL LLCCIK 0001283072
315,595$1.13M+315,595NEW
Lido Advisors, LLCCIK 0001650150
146,367$523.99K–no_change
UBS Group AGCIK 0001610520
129,606$463.99K-109,224↓ DEC
MELFA WEALTH MANAGEMENT, INC.CIK 0001962465
124,236$444.76K+113↑ INC
Matisse CapitalCIK 0001668256
98,712$353.39K-163,496↓ DEC
EVOLVE PRIVATE WEALTH, LLCCIK 0002111131
91,331$326.96K-1,272↓ DEC
LPL Financial LLCCIK 0001403438
60,315$215.93K+323↑ INC
OSAIC HOLDINGS, INC.CIK 0001677044
46,113$165.09K-18,110↓ DEC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
43,988$157.48K-4,229↓ DEC
Equitable Holdings, Inc.CIK 0001333986
33,335$117.01K+611↑ INC
Pathstone Holdings, LLCCIK 0002011612
30,929$110.73K–no_change
Novak & Powell Financial Services, Inc.CIK 0002011548
30,789$110.22K+424↑ INC
Cetera Investment AdvisersCIK 0001666741
30,249$108.29K–no_change
CITADEL ADVISORS LLCCIK 0001423053
27,368$97.98K+8,972↑ INC
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860
20,917$74.88K-4↓ DEC
Rockefeller Capital Management L.P.CIK 0001739439
20,000$71.60K–no_change

增持最多(買方)

申報機構Δ 持股市值
RIVERNORTH CAPITAL MANAGEMENT, LLC↑ INC
+325,054$10.58M
MORGAN STANLEY↑ INC
+319,091$2.54M
GUGGENHEIM CAPITAL LLCNEW
+315,595$1.13M
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD↑ INC
+107,873$2.42M
Bank of New York Mellon Corp↑ INC
+35,963$1.27M
MERCER GLOBAL ADVISORS INC /ADVNEW
+18,540$66.37K
HighTower Advisors, LLCNEW
+17,365$62.17K
Fisher Asset Management, LLCNEW
+16,847$60.31K
CITADEL ADVISORS LLC↑ INC
+8,972$97.98K
HARBOUR INVESTMENTS, INC.NEW
+2,024$7.25K

減持最多(賣方)

申報機構Δ 持股市值
Matisse Capital↓ DEC
-163,496$353.39K
UBS Group AG↓ DEC
-109,224$463.99K
ICON ADVISERS INC/CO↓ DEC
-89,722$2.62M
Bulldog Investors, LLP↓ DEC
-61,925$12.64M
OSAIC HOLDINGS, INC.↓ DEC
-18,110$165.09K
RAYMOND JAMES FINANCIAL INC↓ DEC
-4,229$157.48K
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC
-1,852$42.43K
EVOLVE PRIVATE WEALTH, LLC↓ DEC
-1,272$326.96K
Independence Bank of Kentucky↓ DEC
-860$7.16K
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC↓ DEC
-4$74.88K