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 |
|---|---|---|---|---|
1607 Capital Partners, LLCCIK 0001436866 | 1,586,239 | $16.72M | +154,092 | ↑ INC |
Pathstone Holdings, LLCCIK 0002011612 | 881,001 | $9.29M | -319,350 | ↓ DEC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 566,404 | $5.94M | +143,173 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 563,320 | $5.94M | +10,232 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 560,262 | $5.91M | -13,150 | ↓ DEC |
Logan Stone Capital, LLCCIK 0001535521 | 540,718 | $5.70M | +14,346 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 499,081 | $5.26M | -459,231 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 481,794 | $5.08M | +38,244 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 422,921 | $4.46M | -42,610 | ↓ DEC |
LOOMIS SAYLES & CO L PCIK 0000312348 | 346,682 | $3.65M | +346,682 | NEW |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 266,399 | $2.81M | +21,081 | ↑ INC |
Saba Capital Management, L.P.CIK 0001510281 | 261,756 | $2.76M | +261,756 | NEW |
Baird Financial Group, Inc.CIK 0001648711 | 251,276 | $2.65M | +16,933 | ↑ INC |
BALYASNY ASSET MANAGEMENT L.P.CIK 0001218710 | 222,790 | $2.35M | +6,461 | ↑ INC |
Ethos Financial Group, LLCCIK 0001954242 | 205,537 | $2.29M | – | no_change |
WHITE PINE CAPITAL LLCCIK 0001137429 | 202,651 | $2.14M | +132,544 | ↑ INC |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COCIK 0001141802 | 183,955 | $1.94M | -34,600 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 172,948 | $1.82M | +1,040 | ↑ INC |
CWM, LLCCIK 0001535847 | 148,633 | $1.57M | +4,608 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 146,015 | $1.54M | +53,136 | ↑ INC |
Verity Asset Management, Inc.CIK 0001597298 | 142,976 | $1.51M | +3,143 | ↑ INC |
ICON ADVISERS INC/COCIK 0001058470 | 108,870 | $1.15M | +58,870 | ↑ INC |
Collar Capital Management, LLCCIK 0002056719 | 107,720 | $1.14M | -4,400 | ↓ DEC |
HOURGLASS CAPITAL, LLCCIK 0001442573 | 96,500 | $1.02M | +96,500 | NEW |
OSAIC HOLDINGS, INC.CIK 0001677044 | 94,334 | $994.27K | +9,861 | ↑ INC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
LOOMIS SAYLES & CO L PNEW | +346,682 | $3.65M |
Saba Capital Management, L.P.NEW | +261,756 | $2.76M |
1607 Capital Partners, LLC↑ INC | +154,092 | $16.72M |
AMERIPRISE FINANCIAL INC↑ INC | +143,173 | $5.94M |
WHITE PINE CAPITAL LLC↑ INC | +132,544 | $2.14M |
HOURGLASS CAPITAL, LLCNEW | +96,500 | $1.02M |
ICON ADVISERS INC/CO↑ INC | +58,870 | $1.15M |
LPL Financial LLC↑ INC | +53,136 | $1.54M |
SIMON QUICK ADVISORS, LLCNEW | +38,357 | $404.28K |
BANK OF AMERICA CORP /DE/↑ INC | +38,244 | $5.08M |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
MORGAN STANLEY↓ DEC | -459,231 | $5.26M |
Pathstone Holdings, LLC↓ DEC | -319,350 | $9.29M |
Gridiron Partners, LLC↓ DEC | -218,966 | $732.00K |
READYSTATE ASSET MANAGEMENT LP↓ DEC | -83,484 | $589.54K |
GUGGENHEIM CAPITAL LLC↓ DEC | -42,610 | $4.46M |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -34,600 | $1.94M |
XTX Topco Ltd↓ DEC | -33,565 | $119.82K |
JANE STREET GROUP, LLC↓ DEC | -31,069 | $272.21K |
Invesco Ltd.↓ DEC | -13,150 | $5.91M |
Fiduciary Alliance LLC↓ DEC | -12,450 | $325.99K |