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總覽財報趨勢法說會期權機構持股內部人公司行動SEC 文件
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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53
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$69.72M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
Saba Capital Management, L.P.CIK 0001510281
1,565,216$16.50M+200↑ INC
Pathstone Holdings, LLCCIK 0002011612
1,283,877$13.53M-38,957↓ DEC
Allspring Global Investments Holdings, LLCCIK 0001890906
959,254$10.11M+1,093↑ INC
Bulldog Investors, LLPCIK 0001504304
520,749$5.49M+120,446↑ INC
GUGGENHEIM CAPITAL LLCCIK 0001283072
429,202$4.52M-5,464↓ DEC
MORGAN STANLEYCIK 0000895421
247,306$2.61M-6,608↓ DEC
Hennion & Walsh Asset Management, Inc.CIK 0001861642
215,798$2.27M+64,920↑ INC
Almitas Capital LLCCIK 0001596468
182,924$1.93M–no_change
AMERIPRISE FINANCIAL INCCIK 0000820027
124,596$1.31M-20,634↓ DEC
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578
122,649$1.29M-261,792↓ DEC
LPL Financial LLCCIK 0001403438
117,669$1.24M-309↓ DEC
Ackerman Capital Advisors, LLCCIK 0001699506
94,165$992.50K+11,998↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
83,828$883.55K+25,053↑ INC
RIVERBRIDGE PARTNERS LLCCIK 0001112325
83,758$882.80K-201,155↓ DEC
ROBINSON CAPITAL MANAGEMENT, LLCCIK 0001599795
68,229$796.91K-157,097↓ DEC
BANK OF AMERICA CORP /DE/CIK 0000070858
74,135$781.38K-583↓ DEC
1607 Capital Partners, LLCCIK 0001436866
73,129$770.78K–no_change
OSAIC HOLDINGS, INC.CIK 0001677044
59,806$630.37K+39,257↑ INC
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860
51,602$543.88K-1,491↓ DEC
Samalin Investment Counsel, LLCCIK 0001544366
44,897$473.21K-7,514↓ DEC
ProVise Management Group, LLCCIK 0001305707
43,100$454.27K-1,000↓ DEC
Fiera Capital CorpCIK 0001505817
42,762$450.71K-498,455↓ DEC
HighTower Advisors, LLCCIK 0001462245
40,785$429.88K-5,579↓ DEC
Palogic Value Management, L.P.CIK 0001532943
40,250$424.24K–no_change
MELFA WEALTH MANAGEMENT, INC.CIK 0001962465
37,729$397.67K+7↑ INC

增持最多(買方)

申報機構Δ 持股市值
SIT INVESTMENT ASSOCIATES INC↑ INC
+391,769$6.80K
Bulldog Investors, LLP↑ INC
+120,446$5.49M
Hennion & Walsh Asset Management, Inc.↑ INC
+64,920$2.27M
OSAIC HOLDINGS, INC.↑ INC
+39,257$630.37K
RAYMOND JAMES FINANCIAL INC↑ INC
+25,053$883.55K
Ackerman Capital Advisors, LLC↑ INC
+11,998$992.50K
Summit Trail Advisors, LLC↑ INC
+10,559$223.13K
HARBOUR INVESTMENTS, INC.NEW
+10,155$107.03K
VAN ECK ASSOCIATES CORP↑ INC
+6,615$1.65K
Patriot Financial Group Insurance Agency, LLC↑ INC
+4,316$124.54K

減持最多(賣方)

申報機構Δ 持股市值
Fiera Capital Corp↓ DEC
-498,455$450.71K
RIVERNORTH CAPITAL MANAGEMENT, LLC↓ DEC
-261,792$1.29M
RIVERBRIDGE PARTNERS LLC↓ DEC
-201,155$882.80K
ROBINSON CAPITAL MANAGEMENT, LLC↓ DEC
-157,097$796.91K
Pathstone Holdings, LLC↓ DEC
-38,957$13.53M
AMERIPRISE FINANCIAL INC↓ DEC
-20,634$1.31M
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC
-14,520$14.71K
Invesco Ltd.↓ DEC
-11,937$369.35K
Samalin Investment Counsel, LLC↓ DEC
-7,514$473.21K
MORGAN STANLEY↓ DEC
-6,608$2.61M