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機構持股 · 13F

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。

持倉結構

機構持股–
內部人–
機構家數237
機構 –內部人 –其他流通 100.0%
13F 申報機構(前 25)25季度 2026-03-31
前 25 大申報市值$271.27M已顯示持有人市值總和
淨持倉變化10 增持 · 10 減持本季變動最大的機構

依市值排序的前幾大持有人

顯示 25 筆
申報機構持股數市值Δ 持股變動
Thomas J. Herzfeld Advisors, Inc.CIK 0001509510
2,808,727$35.14M+757,861↑ INC
OAK HILL ADVISORS LPCIK 0001164688
2,766,277$34.61M–no_change
NOMURA HOLDINGS INCCIK 0001163653
2,652,371$33.18M+1,952,792↑ INC
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578
2,315,114$28.96M+981,989↑ INC
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543
1,600,343$20.02M+405,262↑ INC
GCM Grosvenor Holdings, LLCCIK 0001939480
1,448,654$18.12M+83,260↑ INC
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272
1,053,015$13.17M-403,395↓ DEC
MORGAN STANLEYCIK 0000895421
939,663$11.76M+860,193↑ INC
Pathstone Holdings, LLCCIK 0002011612
815,689$10.20M+377,952↑ INC
LPL Financial LLCCIK 0001403438
621,240$7.77M-130,271↓ DEC
Cetera Investment AdvisersCIK 0001666741
560,748$7.01M-103,443↓ DEC
TORONTO DOMINION BANKCIK 0000947263
550,000$6.88M+550,000NEW
Matisse CapitalCIK 0001668256
452,200$5.66M+452,200NEW
STIFEL FINANCIAL CORPCIK 0000720672
396,437$4.96M+27,306↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
312,663$3.91M+11,745↑ INC
BlackRock, Inc.CIK 0002012383
296,583$3.71M+295,980↑ INC
CITADEL ADVISORS LLCCIK 0001423053
272,779$3.41M+241,598↑ INC
Almitas Capital LLCCIK 0001596468
268,810$3.36M-532,968↓ DEC
OSAIC HOLDINGS, INC.CIK 0001677044
267,521$3.35M-61,437↓ DEC
INDEPENDENT FINANCIAL GROUP, LLCCIK 0000275484
253,764$3.17M+21,053↑ INC
North Ground CapitalCIK 0002055446
250,000$3.13M+114,676↑ INC
Kestra Advisory Services, LLCCIK 0001830819
245,743$3.07M-16,880↓ DEC
CHOREO, LLCCIK 0001679031
191,469$2.40M+71,127↑ INC
COFG Advisors, LLCCIK 0002104330
186,469$2.33M-23,107↓ DEC
RIVERBRIDGE PARTNERS LLCCIK 0001112325
158,283$1.98M+11,860↑ INC

增持最多(買方)

申報機構Δ 持股市值
NOMURA HOLDINGS INC↑ INC
+1,952,792$33.18M
Penserra Capital Management LLCNEW
+1,313,268$16.43K
RIVERNORTH CAPITAL MANAGEMENT, LLC↑ INC
+981,989$28.96M
MORGAN STANLEY↑ INC
+860,193$11.76M
SIT INVESTMENT ASSOCIATES INC↑ INC
+764,877$30.14K
Thomas J. Herzfeld Advisors, Inc.↑ INC
+757,861$35.14M
TORONTO DOMINION BANKNEW
+550,000$6.88M
Matisse CapitalNEW
+452,200$5.66M
ENVESTNET ASSET MANAGEMENT INC↑ INC
+405,262$20.02M
Pathstone Holdings, LLC↑ INC
+377,952$10.20M

減持最多(賣方)

申報機構Δ 持股市值
JANE STREET GROUP, LLC↓ DEC
-643,182$1.09M
Almitas Capital LLC↓ DEC
-532,968$3.36M
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC
-403,395$13.17M
LPL Financial LLC↓ DEC
-130,271$7.77M
Cetera Investment Advisers↓ DEC
-103,443$7.01M
Prime Capital Investment Advisors, LLC↓ DEC
-102,297$1.23M
XTX Topco Ltd↓ DEC
-77,985$931.56K
PERRYMAN FINANCIAL ADVISORY INC /AD↓ DEC
-65,296$651.21K
OSAIC HOLDINGS, INC.↓ DEC
-61,437$3.35M
GREAT VALLEY ADVISOR GROUP, INC.↓ DEC
-43,306$333.04K