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 |
|---|---|---|---|---|
Karpus Management, Inc.CIK 0001048703 | 645,796 | $17.21M | +33,068 | ↑ INC |
1607 Capital Partners, LLCCIK 0001436866 | 245,856 | $6.55M | +6,470 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 182,122 | $4.85M | +24,383 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 171,578 | $4.57M | +6,135 | ↑ INC |
Shaker Financial Services, LLCCIK 0001511794 | 151,069 | $4.03M | +37,059 | ↑ INC |
FLAGSHIP HARBOR ADVISORS, LLCCIK 0001691766 | 133,102 | $3.55M | +1,891 | ↑ INC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 130,347 | $3.47M | +12,940 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 124,929 | $3.33M | -3,711 | ↓ DEC |
Advisors Asset Management, Inc.CIK 0001297376 | 123,262 | $3.28M | -56,680 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 99,855 | $2.66M | +18,220 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 90,789 | $2.42M | -1,463 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 65,874 | $1.76M | +2,999 | ↑ INC |
&PARTNERSCIK 0000107136 | 65,301 | $1.74M | +4,551 | ↑ INC |
Formidable Asset Management, LLCCIK 0001592613 | 51,874 | $1.57M | -2,740 | ↓ DEC |
Hennion & Walsh Asset Management, Inc.CIK 0001861642 | 57,895 | $1.54M | +80 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 56,811 | $1.50M | -2,221 | ↓ DEC |
Astoria Portfolio Advisors LLC.CIK 0001931642 | 50,168 | $1.47M | +8,575 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 54,090 | $1.44M | -9,643 | ↓ DEC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 47,873 | $1.28M | +39,362 | ↑ INC |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCCIK 0001632972 | 45,904 | $1.25M | -25,786 | ↓ DEC |
STIFEL FINANCIAL CORPCIK 0000720672 | 42,398 | $1.13M | -1,595 | ↓ DEC |
Rockefeller Capital Management L.P.CIK 0001739439 | 33,473 | $892.05K | +3,000 | ↑ INC |
UBS Group AGCIK 0001610520 | 27,492 | $732.66K | -3,204 | ↓ DEC |
Creative PlanningCIK 0001540235 | 26,996 | $719.45K | +1,793 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 24,471 | $652.17K | -3,249 | ↓ DEC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +39,362 | $1.28M |
Shaker Financial Services, LLC↑ INC | +37,059 | $4.03M |
Karpus Management, Inc.↑ INC | +33,068 | $17.21M |
GUGGENHEIM CAPITAL LLC↑ INC | +24,383 | $4.85M |
BANK OF AMERICA CORP /DE/↑ INC | +18,220 | $2.66M |
FIRST TRUST ADVISORS LP↑ INC | +12,940 | $3.47M |
READYSTATE ASSET MANAGEMENT LP↑ INC | +11,041 | $496.14K |
PNC FINANCIAL SERVICES GROUP, INC.↑ INC | +9,310 | $593.07K |
Astoria Portfolio Advisors LLC.↑ INC | +8,575 | $1.47M |
1607 Capital Partners, LLC↑ INC | +6,470 | $6.55M |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -6,240,741 | $52.05K |
Advisors Asset Management, Inc.↓ DEC | -56,680 | $3.28M |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC↓ DEC | -25,786 | $1.25M |
Corient Private Wealth LLC↓ DEC | -14,675 | $270.95K |
Axiom Investment Management LLC↓ DEC | -12,121 | $19.38K |
COHEN & STEERS, INC.↓ DEC | -11,492 | $400.00 |
MERCER GLOBAL ADVISORS INC /ADV↓ DEC | -10,667 | $297.02K |
ROYAL BANK OF CANADA↓ DEC | -9,643 | $1.44M |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD↓ DEC | -9,141 | $251.84K |
LPL Financial LLC↓ DEC | -3,711 | $3.33M |