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 |
|---|---|---|---|---|
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 6,167,108 | $31.45M | -821,138 | ↓ DEC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 4,008,422 | $20.44M | +4,008,422 | NEW |
Thomas J. Herzfeld Advisors, Inc.CIK 0001509510 | 3,679,935 | $18.77M | +1,780,154 | ↑ INC |
Arkadios Wealth AdvisorsCIK 0001800798 | 3,563,531 | $18.17M | +3,453,693 | ↑ INC |
Wagner Wealth Management, LLCCIK 0001728657 | 3,474,655 | $17.72M | +3,080,389 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 2,292,797 | $11.69M | -253,547 | ↓ DEC |
Cetera Investment AdvisersCIK 0001666741 | 2,264,663 | $11.55M | -644,289 | ↓ DEC |
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543 | 2,212,945 | $11.29M | +905,521 | ↑ INC |
Pathstone Holdings, LLCCIK 0002011612 | 2,028,326 | $10.34M | +2,028,326 | NEW |
VISTA FINANCE, LLCCIK 0001893809 | 1,992,143 | $10.16M | -80,412 | ↓ DEC |
Blackstone Inc.CIK 0001393818 | 1,662,945 | $8.48M | – | no_change |
Rockefeller Capital Management L.P.CIK 0001739439 | 1,583,147 | $8.07M | +287,497 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 1,518,496 | $7.74M | -128,581 | ↓ DEC |
Summit Financial, LLCCIK 0001765536 | 1,148,557 | $5.86M | +81,377 | ↑ INC |
Matisse CapitalCIK 0001668256 | 1,134,000 | $5.78M | +236,082 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 1,108,751 | $5.65M | -76,146 | ↓ DEC |
EVERGREEN CAPITAL MANAGEMENT LLCCIK 0001260824 | 1,102,003 | $5.62M | +1,102,003 | NEW |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 952,529 | $4.86M | -55,460 | ↓ DEC |
Ellis Investment Partners, LLCCIK 0001765590 | 891,502 | $4.55M | +41,092 | ↑ INC |
Advisors Asset Management, Inc.CIK 0001297376 | 784,562 | $4.00M | +27,327 | ↑ INC |
INDEPENDENT FINANCIAL GROUP, LLCCIK 0000275484 | 783,638 | $4.00M | -23,593 | ↓ DEC |
Patriot Financial Group Insurance Agency, LLCCIK 0001694883 | 739,204 | $3.77M | +380,352 | ↑ INC |
ABSOLUTE INVESTMENT ADVISERS, LLCCIK 0001316187 | 558,686 | $2.85M | +244,740 | ↑ INC |
North Ground CapitalCIK 0002055446 | 525,000 | $2.68M | +497,666 | ↑ INC |
HARBOUR INVESTMENTS, INC.CIK 0000810121 | 510,519 | $2.60M | +86,566 | ↑ INC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
RIVERNORTH CAPITAL MANAGEMENT, LLCNEW | +4,008,422 | $20.44M |
Arkadios Wealth Advisors↑ INC | +3,453,693 | $18.17M |
Wagner Wealth Management, LLC↑ INC | +3,080,389 | $17.72M |
Pathstone Holdings, LLCNEW | +2,028,326 | $10.34M |
Thomas J. Herzfeld Advisors, Inc.↑ INC | +1,780,154 | $18.77M |
EVERGREEN CAPITAL MANAGEMENT LLCNEW | +1,102,003 | $5.62M |
ENVESTNET ASSET MANAGEMENT INC↑ INC | +905,521 | $11.29M |
SIT INVESTMENT ASSOCIATES INC↑ INC | +636,631 | $19.81K |
North Ground Capital↑ INC | +497,666 | $2.68M |
U.S. Capital Wealth Advisors, LLCNEW | +388,400 | $1.98M |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC | -821,138 | $31.45M |
Cetera Investment Advisers↓ DEC | -644,289 | $11.55M |
STIFEL FINANCIAL CORP↓ DEC | -515,087 | $204.10K |
Cambridge Investment Research Advisors, Inc.↓ DEC | -430,406 | $19.43K |
JANE STREET GROUP, LLC↓ DEC | -367,788 | $842.60K |
Marex Group Ltd↓ DEC | -363,897 | $191.76K |
LPL Financial LLC↓ DEC | -253,547 | $11.69M |
Apollon Wealth Management, LLC↓ DEC | -219,189 | $250.23K |
CWM, LLC↓ DEC | -166,795 | $582.37K |
XTX Topco Ltd↓ DEC | -164,322 | $168.30K |