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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82
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$144.82M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
MORGAN STANLEYCIK 0000895421
1,936,773$27.97M-88,095↓ DEC
WELLS FARGO & COMPANY/MNCIK 0000072971
1,391,795$20.10M+38,434↑ INC
Advisors Asset Management, Inc.CIK 0001297376
1,086,566$15.69M+7,187↑ INC
Allspring Global Investments Holdings, LLCCIK 0001890906
624,733$9.02M+125,977↑ INC
Karpus Management, Inc.CIK 0001048703
533,200$7.70M-118,543↓ DEC
Kanen Wealth Management LLCCIK 0001681614
523,585$7.56M+6,425↑ INC
Pathstone Holdings, LLCCIK 0002011612
490,161$7.08M+102,349↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
424,702$6.13M+3,179↑ INC
Thomas J. Herzfeld Advisors, Inc.CIK 0001509510
391,497$5.65M-77,980↓ DEC
LPL Financial LLCCIK 0001403438
374,459$5.41M+18,883↑ INC
United Advisor Group, LLCCIK 0002004873
309,774$4.47M-26,928↓ DEC
UBS Group AGCIK 0001610520
270,385$3.90M-48↓ DEC
J.W. COLE ADVISORS, INC.CIK 0001404763
243,330$3.51M-40,271↓ DEC
ROYAL BANK OF CANADACIK 0001000275
230,171$3.32M+26,802↑ INC
Bulldog Investors, LLPCIK 0001504304
176,130$2.54M+176,130NEW
Saba Capital Management, L.P.CIK 0001510281
172,750$2.49M+101,452↑ INC
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891
151,099$2.18M+121,561↑ INC
FIRST TRUST ADVISORS LPCIK 0001125816
137,092$1.98M+28,092↑ INC
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860
120,570$1.74M+44,305↑ INC
Zimmer Partners, LPCIK 0001565854
107,700$1.56M+24,500↑ INC
Hennion & Walsh Asset Management, Inc.CIK 0001861642
86,836$1.25M+13,550↑ INC
Kestra Advisory Services, LLCCIK 0001830819
80,876$1.17M+19,331↑ INC
Concorde Asset Management, LLCCIK 0001631773
57,420$833.16K-100↓ DEC
OSAIC HOLDINGS, INC.CIK 0001677044
56,628$817.74K+723↑ INC
Invesco Ltd.CIK 0000914208
50,461$728.66K+34↑ INC

增持最多(買方)

申報機構Δ 持股市值
COHEN & STEERS, INC.↑ INC
+186,007$7.78K
Bulldog Investors, LLPNEW
+176,130$2.54M
Allspring Global Investments Holdings, LLC↑ INC
+125,977$9.02M
WOLVERINE ASSET MANAGEMENT LLC↑ INC
+121,561$2.18M
Pathstone Holdings, LLC↑ INC
+102,349$7.08M
Saba Capital Management, L.P.↑ INC
+101,452$2.49M
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC↑ INC
+44,305$1.74M
WELLS FARGO & COMPANY/MN↑ INC
+38,434$20.10M
CITY OF LONDON INVESTMENT MANAGEMENT CO LTDNEW
+35,868$517.93K
FIRST TRUST ADVISORS LP↑ INC
+28,092$1.98M

減持最多(賣方)

申報機構Δ 持股市值
PFG Investments, LLC↓ DEC
-141,565$147.76K
Karpus Management, Inc.↓ DEC
-118,543$7.70M
MORGAN STANLEY↓ DEC
-88,095$27.97M
Thomas J. Herzfeld Advisors, Inc.↓ DEC
-77,980$5.65M
J.W. COLE ADVISORS, INC.↓ DEC
-40,271$3.51M
United Advisor Group, LLC↓ DEC
-26,928$4.47M
GUGGENHEIM CAPITAL LLC↓ DEC
-21,512$639.58K
Cetera Investment Advisers↓ DEC
-21,425$516.22K
PNC FINANCIAL SERVICES GROUP, INC.↓ DEC
-9,520$126.88K
BANK OF AMERICA CORP /DE/↓ DEC
-9,146$310.21K