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 | 8,846,596 | $21.59M | +1,695,160 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 1,826,742 | $4.46M | +140,486 | ↑ INC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 1,597,676 | $3.90M | +112,303 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 1,108,062 | $2.70M | -40,254 | ↓ DEC |
1607 Capital Partners, LLCCIK 0001436866 | 1,059,754 | $2.59M | +259,440 | ↑ INC |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 983,970 | $2.40M | – | no_change |
Invesco Ltd.CIK 0000914208 | 967,695 | $2.36M | -6,624 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 575,691 | $1.40M | +1,856 | ↑ INC |
Fiera Capital CorpCIK 0001505817 | 477,569 | $1.17M | -16,959 | ↓ DEC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 472,486 | $1.15M | -139,319 | ↓ DEC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 435,696 | $1.06M | +191,009 | ↑ INC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 366,828 | $895.06K | +45,764 | ↑ INC |
Bulldog Investors, LLPCIK 0001504304 | 286,989 | $700.25K | +286,989 | NEW |
Capital Investment Advisors, LLCCIK 0001582732 | 215,829 | $526.62K | +8,997 | ↑ INC |
MELFA WEALTH MANAGEMENT, INC.CIK 0001962465 | 151,410 | $369.44K | +15,250 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 115,057 | $280.74K | -109,045 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 103,278 | $252.00K | +567 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 101,564 | $247.81K | -196 | ↓ DEC |
Shaker Financial Services, LLCCIK 0001511794 | 90,076 | $223.43K | -54,109 | ↓ DEC |
INTEGRATED CAPITAL MANAGEMENT, INC.CIK 0001608826 | 84,710 | $206.69K | -14,528 | ↓ DEC |
Almitas Capital LLCCIK 0001596468 | 79,265 | $193.41K | +43,997 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 76,410 | $186.44K | +18,077 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 63,434 | $154.78K | -1,220 | ↓ DEC |
SUSQUEHANNA INTERNATIONAL GROUP, LLPCIK 0001446194 | 62,181 | $151.72K | -1,417 | ↓ DEC |
UBS Group AGCIK 0001610520 | 50,614 | $123.50K | +3,000 | ↑ INC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Pathstone Holdings, LLC↑ INC | +1,695,160 | $21.59M |
SIT INVESTMENT ASSOCIATES INC↑ INC | +1,052,097 | $11.21K |
Bulldog Investors, LLPNEW | +286,989 | $700.25K |
1607 Capital Partners, LLC↑ INC | +259,440 | $2.59M |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +191,009 | $1.06M |
MORGAN STANLEY↑ INC | +140,486 | $4.46M |
Hennion & Walsh Asset Management, Inc.↑ INC | +112,303 | $3.90M |
RIVERNORTH CAPITAL MANAGEMENT, LLC↑ INC | +45,764 | $895.06K |
Shulman DeMeo Asset Management LLCNEW | +45,138 | $110.14K |
Almitas Capital LLC↑ INC | +43,997 | $193.41K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
ENVESTNET ASSET MANAGEMENT INC↓ DEC | -139,319 | $1.15M |
Cetera Investment Advisers↓ DEC | -109,045 | $280.74K |
JANE STREET GROUP, LLC↓ DEC | -62,262 | $24.91K |
Shaker Financial Services, LLC↓ DEC | -54,109 | $223.43K |
Advisors Asset Management, Inc.↓ DEC | -40,254 | $2.70M |
Fiera Capital Corp↓ DEC | -16,959 | $1.17M |
INTEGRATED CAPITAL MANAGEMENT, INC.↓ DEC | -14,528 | $206.69K |
MML INVESTORS SERVICES, LLC↓ DEC | -7,763 | $91.08K |
Invesco Ltd.↓ DEC | -6,624 | $2.36M |
HighTower Advisors, LLC↓ DEC | -5,551 | $87.27K |