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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46
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$56.68M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
1,604,273$17.89M-76,347↓ DEC
WELLS FARGO & COMPANY/MNCIK 0000072971
947,639$10.57M+1,235↑ INC
Advisors Asset Management, Inc.CIK 0001297376
405,352$4.52M+11,434↑ INC
Pathstone Holdings, LLCCIK 0002011612
247,149$2.76M-30,753↓ DEC
Invesco Ltd.CIK 0000914208
233,133$2.60M+918↑ INC
Bulldog Investors, LLPCIK 0001504304
228,613$2.55M-39,223↓ DEC
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860
208,201$2.32M+8,418↑ INC
GUGGENHEIM CAPITAL LLCCIK 0001283072
166,514$1.86M+2,185↑ INC
MORGAN STANLEYCIK 0000895421
144,347$1.61M-10,432↓ DEC
Baird Financial Group, Inc.CIK 0001648711
135,153$1.51M-9,727↓ DEC
AMERIPRISE FINANCIAL INCCIK 0000820027
102,042$1.14M-5,774↓ DEC
CAPSTONE INVESTMENT ADVISORS, LLCCIK 0001426196
81,490$908.61K–no_change
RAYMOND JAMES FINANCIAL INCCIK 0000720005
81,328$906.81K-41↓ DEC
EVOLVE PRIVATE WEALTH, LLCCIK 0002111131
68,777$766.86K-994↓ DEC
UHLMANN PRICE SECURITIES, LLCCIK 0001035344
68,718$766.20K+1,000↑ INC
ROYAL BANK OF CANADACIK 0001000275
55,309$617.00K+7,955↑ INC
Institute for Wealth Management, LLC.CIK 0001533954
52,756$588.23K-1,101↓ DEC
Waverly Advisors, LLCCIK 0001568787
42,499$473.86K+1,300↑ INC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCCIK 0001632972
39,594$443.06K-22,553↓ DEC
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272
32,592$363.40K–no_change
Focus Partners WealthCIK 0001542153
32,006$356.87K–no_change
Aviance Capital Partners, LLCCIK 0001542383
30,754$342.91K+174↑ INC
Private Advisor Group, LLCCIK 0001567755
27,015$301.21K+1,916↑ INC
K2 PRINCIPAL FUND, L.P.CIK 0001461790
24,619$274.50K–no_change
LPL Financial LLCCIK 0001403438
23,435$261.30K+127↑ INC

增持最多(買方)

申報機構Δ 持股市值
Advisors Asset Management, Inc.↑ INC
+11,434$4.52M
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC↑ INC
+8,418$2.32M
ROYAL BANK OF CANADA↑ INC
+7,955$617.00K
GUGGENHEIM CAPITAL LLC↑ INC
+2,185$1.86M
OSAIC HOLDINGS, INC.↑ INC
+2,139$205.82K
Private Advisor Group, LLC↑ INC
+1,916$301.21K
UBS Group AG↑ INC
+1,470$134.88K
Waverly Advisors, LLC↑ INC
+1,300$473.86K
WELLS FARGO & COMPANY/MN↑ INC
+1,235$10.57M
UHLMANN PRICE SECURITIES, LLC↑ INC
+1,000$766.20K

減持最多(賣方)

申報機構Δ 持股市值
WOLVERINE ASSET MANAGEMENT LLC↓ DEC
-108,475$43.03K
Saba Capital Management, L.P.↓ DEC
-76,347$17.89M
ENVESTNET ASSET MANAGEMENT INC↓ DEC
-65,669$112.44K
Bulldog Investors, LLP↓ DEC
-39,223$2.55M
Pathstone Holdings, LLC↓ DEC
-30,753$2.76M
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC
-22,553$443.06K
MORGAN STANLEY↓ DEC
-10,432$1.61M
Baird Financial Group, Inc.↓ DEC
-9,727$1.51M
Shaker Financial Services, LLC↓ DEC
-6,216$261.26K
AMERIPRISE FINANCIAL INC↓ DEC
-5,774$1.14M