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 | 4,697,846 | $59.90M | -453,195 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 1,269,741 | $16.19M | -31,801 | ↓ DEC |
UBS Group AGCIK 0001610520 | 740,594 | $9.44M | +20,319 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 622,896 | $7.94M | -32,679 | ↓ DEC |
NATIONS FINANCIAL GROUP INC, /IA/ /ADVCIK 0001109767 | 484,445 | $6.18M | – | no_change |
ROYAL BANK OF CANADACIK 0001000275 | 408,270 | $5.21M | -1,281 | ↓ DEC |
STIFEL FINANCIAL CORPCIK 0000720672 | 371,496 | $4.74M | -46,665 | ↓ DEC |
Advisors Asset Management, Inc.CIK 0001297376 | 353,662 | $4.51M | -10,409 | ↓ DEC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 239,403 | $3.05M | -124,551 | ↓ DEC |
Noble Wealth Management PBCCIK 0002055065 | 235,470 | $3.00M | -350 | ↓ DEC |
RIVERBRIDGE PARTNERS LLCCIK 0001112325 | 233,477 | $2.98M | +17,967 | ↑ INC |
FIRST TRUST ADVISORS LPCIK 0001125816 | 203,077 | $2.59M | +15,750 | ↑ INC |
Thomas J. Herzfeld Advisors, Inc.CIK 0001509510 | 193,430 | $2.47M | -23,083 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 177,645 | $2.26M | -5,470 | ↓ DEC |
Closed-End Fund Advisors, Inc.CIK 0002103520 | 120,700 | $1.54M | -564 | ↓ DEC |
Dakota Wealth ManagementCIK 0001631353 | 80,835 | $1.03M | +3,000 | ↑ INC |
Twelve Points Wealth Management LLCCIK 0001877090 | 79,150 | $1.01M | +7,626 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 78,999 | $1.01M | -1,083 | ↓ DEC |
Focus Partners WealthCIK 0001542153 | 73,779 | $940.68K | +3,000 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 72,979 | $930.48K | +1,795 | ↑ INC |
&PARTNERSCIK 0000107136 | 54,329 | $692.70K | +3,148 | ↑ INC |
Invesco Ltd.CIK 0000914208 | 42,624 | $543.46K | +2,897 | ↑ INC |
Cetera Investment AdvisersCIK 0001666741 | 37,729 | $481.04K | -19,018 | ↓ DEC |
CHOREO, LLCCIK 0001679031 | 26,020 | $331.75K | -2,726 | ↓ DEC |
Summit Asset Management, LLCCIK 0001509974 | 26,000 | $331.50K | – | no_change |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
SIT INVESTMENT ASSOCIATES INC↑ INC | +587,904 | $138.64K |
UBS Group AG↑ INC | +20,319 | $9.44M |
Mayflower Financial Advisors, LLCNEW | +18,700 | $238.43K |
RIVERBRIDGE PARTNERS LLC↑ INC | +17,967 | $2.98M |
FIRST TRUST ADVISORS LP↑ INC | +15,750 | $2.59M |
Twelve Points Wealth Management LLC↑ INC | +7,626 | $1.01M |
CoreCap Advisors, LLCNEW | +7,258 | $92.55K |
FIFTH THIRD BANCORP↑ INC | +4,431 | $56.69K |
&PARTNERS↑ INC | +3,148 | $692.70K |
Focus Partners Wealth↑ INC | +3,000 | $940.68K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Karpus Management, Inc.↓ DEC | -453,195 | $59.90M |
ENVESTNET ASSET MANAGEMENT INC↓ DEC | -124,551 | $3.05M |
Shaker Financial Services, LLC↓ DEC | -93,285 | $152.41K |
STIFEL FINANCIAL CORP↓ DEC | -46,665 | $4.74M |
MORGAN STANLEY↓ DEC | -32,679 | $7.94M |
WELLS FARGO & COMPANY/MN↓ DEC | -31,801 | $16.19M |
Thomas J. Herzfeld Advisors, Inc.↓ DEC | -23,083 | $2.47M |
Cetera Investment Advisers↓ DEC | -19,018 | $481.04K |
Advisors Asset Management, Inc.↓ DEC | -10,409 | $4.51M |
LPL Financial LLC↓ DEC | -5,470 | $2.26M |