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 |
|---|---|---|---|---|
Advisors Asset Management, Inc.CIK 0001297376 | 2,455,504 | $14.32M | -18,288 | ↓ DEC |
Karpus Management, Inc.CIK 0001048703 | 1,665,576 | $9.71M | +24,208 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 1,442,225 | $8.41M | +93,980 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 1,061,860 | $6.19M | +405,748 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 866,775 | $5.05M | +44,578 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 746,373 | $4.35M | +33,725 | ↑ INC |
Pathstone Holdings, LLCCIK 0002011612 | 693,617 | $4.04M | -560,033 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 574,520 | $3.35M | -12,486 | ↓ DEC |
CAPSTONE INVESTMENT ADVISORS, LLCCIK 0001426196 | 489,310 | $2.85M | – | no_change |
Paller Financial Services IncCIK 0002095931 | 473,284 | $2.76M | -15,640 | ↓ DEC |
Closed-End Fund Advisors, Inc.CIK 0002103520 | 353,156 | $2.06M | -5,254 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 328,383 | $1.91M | -16,252 | ↓ DEC |
UBS Group AGCIK 0001610520 | 297,294 | $1.73M | -18,008 | ↓ DEC |
HARBOUR INVESTMENTS, INC.CIK 0000810121 | 239,919 | $1.40M | +141,100 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 198,183 | $1.16M | -10,323 | ↓ DEC |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860 | 169,000 | $985.27K | +1,685 | ↑ INC |
NWF Advisory Services Inc.CIK 0002045735 | 145,100 | $845.93K | -19,000 | ↓ DEC |
CreativeOne Wealth, LLCCIK 0001739728 | 122,546 | $714.44K | – | no_change |
Steward Partners Investment Advisory, LLCCIK 0001723397 | 117,260 | $683.63K | +115,225 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 103,922 | $605.87K | +22,332 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 90,144 | $525.54K | +16,333 | ↑ INC |
Dakota Wealth ManagementCIK 0001631353 | 63,435 | $369.83K | -365 | ↓ DEC |
Shaker Financial Services, LLCCIK 0001511794 | 59,191 | $345.08K | -127,026 | ↓ DEC |
PRINCIPAL SECURITIES, INC.CIK 0000012600 | 56,998 | $332.30K | +33 | ↑ INC |
RB Capital Management, LLCCIK 0001695582 | 47,710 | $278.15K | -3,088 | ↓ DEC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
GUGGENHEIM CAPITAL LLC↑ INC | +405,748 | $6.19M |
HARBOUR INVESTMENTS, INC.↑ INC | +141,100 | $1.40M |
Steward Partners Investment Advisory, LLC↑ INC | +115,225 | $683.63K |
RAYMOND JAMES FINANCIAL INC↑ INC | +93,980 | $8.41M |
SIT INVESTMENT ASSOCIATES INC↑ INC | +52,668 | $942.00 |
Invesco Ltd.↑ INC | +44,578 | $5.05M |
BANK OF AMERICA CORP /DE/↑ INC | +33,725 | $4.35M |
Karpus Management, Inc.↑ INC | +24,208 | $9.71M |
ENVESTNET ASSET MANAGEMENT INC↑ INC | +22,332 | $605.87K |
Investment Management Trust, LLCNEW | +20,766 | $121.06K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Pathstone Holdings, LLC↓ DEC | -560,033 | $4.04M |
Shaker Financial Services, LLC↓ DEC | -127,026 | $345.08K |
NWF Advisory Services Inc.↓ DEC | -19,000 | $845.93K |
Advisors Asset Management, Inc.↓ DEC | -18,288 | $14.32M |
UBS Group AG↓ DEC | -18,008 | $1.73M |
MORGAN STANLEY↓ DEC | -16,252 | $1.91M |
Paller Financial Services Inc↓ DEC | -15,640 | $2.76M |
LPL Financial LLC↓ DEC | -12,486 | $3.35M |
OSAIC HOLDINGS, INC.↓ DEC | -10,323 | $1.16M |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -5,400 | $102.67K |