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 |
|---|---|---|---|---|
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 2,272,724 | $19.95M | -23,821 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 2,185,957 | $19.19M | -19,619 | ↓ DEC |
1607 Capital Partners, LLCCIK 0001436866 | 2,094,732 | $18.39M | +641,819 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 1,976,318 | $17.35M | +42,942 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 1,700,683 | $14.93M | +104,905 | ↑ INC |
Karpus Management, Inc.CIK 0001048703 | 1,625,403 | $14.27M | -9,611 | ↓ DEC |
Invesco Ltd.CIK 0000914208 | 1,603,142 | $14.08M | +12,595 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 972,894 | $8.54M | +22,162 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 850,688 | $7.47M | +76,572 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 827,436 | $7.26M | +38,078 | ↑ INC |
Pathstone Holdings, LLCCIK 0002011612 | 567,864 | $4.99M | +40,289 | ↑ INC |
UBS Group AGCIK 0001610520 | 484,229 | $4.25M | +5,938 | ↑ INC |
RiverTree Advisors, LLCCIK 0001872501 | 445,503 | $3.91M | +32,907 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 426,270 | $3.74M | +18,376 | ↑ INC |
AMERIPRISE FINANCIAL INCCIK 0000820027 | 420,341 | $3.69M | -45,139 | ↓ DEC |
Rockefeller Capital Management L.P.CIK 0001739439 | 315,768 | $2.77M | +24,477 | ↑ INC |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 312,619 | $2.74M | +53,317 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 311,780 | $2.74M | +18,036 | ↑ INC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 268,180 | $2.35M | +7,839 | ↑ INC |
FRANKLIN RESOURCES INCCIK 0000038777 | 265,297 | $2.33M | +4,448 | ↑ INC |
ROMAN BUTLER FULLERTON & COCIK 0000733444 | 214,889 | $1.96M | +1,985 | ↑ INC |
Shaker Financial Services, LLCCIK 0001511794 | 197,220 | $1.73M | -40,112 | ↓ DEC |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCCIK 0001818604 | 159,356 | $1.42M | +1,038 | ↑ INC |
Logan Stone Capital, LLCCIK 0001535521 | 142,283 | $1.25M | +61,812 | ↑ INC |
STIFEL FINANCIAL CORPCIK 0000720672 | 138,857 | $1.22M | +11,980 | ↑ INC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
1607 Capital Partners, LLC↑ INC | +641,819 | $18.39M |
RAYMOND JAMES FINANCIAL INC↑ INC | +104,905 | $14.93M |
Advisors Asset Management, Inc.↑ INC | +76,572 | $7.47M |
Logan Stone Capital, LLC↑ INC | +61,812 | $1.25M |
Kestra Advisory Services, LLC↑ INC | +59,630 | $916.32K |
MILLENNIUM MANAGEMENT LLC↑ INC | +54,843 | $582.67K |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +53,317 | $2.74M |
MORGAN STANLEY↑ INC | +42,942 | $17.35M |
Pathstone Holdings, LLC↑ INC | +40,289 | $4.99M |
HARBOUR INVESTMENTS, INC.↑ INC | +40,034 | $520.70K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Independent Advisor Alliance↓ DEC | -205,622 | $130.62K |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -94,989 | $286.29K |
COHEN & STEERS, INC.↓ DEC | -78,086 | $922.00 |
TWO SIGMA INVESTMENTS, LP↓ DEC | -65,873 | $710.71K |
JANE STREET GROUP, LLC↓ DEC | -55,448 | $549.81K |
AMERIPRISE FINANCIAL INC↓ DEC | -45,139 | $3.69M |
Shaker Financial Services, LLC↓ DEC | -40,112 | $1.73M |
MERCER GLOBAL ADVISORS INC /ADV↓ DEC | -33,150 | $360.44K |
GUGGENHEIM CAPITAL LLC↓ DEC | -23,821 | $19.95M |
BANK OF AMERICA CORP /DE/↓ DEC | -19,619 | $19.19M |