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 |
|---|---|---|---|---|
MORGAN STANLEYCIK 0000895421 | 3,301,107 | $44.66M | +375,015 | ↑ INC |
KENNEDY INVESTMENT GROUP, INC.CIK 0001978005 | 1,172,638 | $15.87M | -6,947 | ↓ DEC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 1,019,633 | $13.80M | +1,728 | ↑ INC |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.CIK 0001238990 | 886,745 | $12.00M | +59,669 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 707,693 | $9.58M | +27,126 | ↑ INC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 611,236 | $8.27M | -18,567 | ↓ DEC |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTDCIK 0001034546 | 480,847 | $6.51M | +53,763 | ↑ INC |
LPL Financial LLCCIK 0001403438 | 328,304 | $4.44M | +14,512 | ↑ INC |
D.A. DAVIDSON & CO.CIK 0001080107 | 325,719 | $4.41M | -27,797 | ↓ DEC |
Logan Stone Capital, LLCCIK 0001535521 | 248,792 | $3.37M | +18,004 | ↑ INC |
WINEBRENNER CAPITAL MANAGEMENT LLCCIK 0002047728 | 198,483 | $2.69M | -122,826 | ↓ DEC |
Narwhal Capital ManagementCIK 0001461287 | 196,865 | $2.66M | +41,882 | ↑ INC |
1607 Capital Partners, LLCCIK 0001436866 | 176,198 | $2.38M | +906 | ↑ INC |
Almitas Capital LLCCIK 0001596468 | 166,264 | $2.25M | +110,938 | ↑ INC |
Oder Investment Management, LLCCIK 0001845109 | 149,955 | $2.03M | -4,906 | ↓ DEC |
Private Advisory Group LLCCIK 0001632965 | 140,478 | $1.90M | -339 | ↓ DEC |
Kestra Advisory Services, LLCCIK 0001830819 | 139,739 | $1.89M | +15,273 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 135,859 | $1.84M | -55,293 | ↓ DEC |
TRANSCEND CAPITAL ADVISORS, LLCCIK 0001776082 | 95,177 | $1.29M | – | no_change |
TFB Advisors LLCCIK 0001965201 | 94,539 | $1.28M | -5,342 | ↓ DEC |
INDEPENDENT FINANCIAL GROUP, LLCCIK 0000275484 | 82,511 | $1.12M | -32,904 | ↓ DEC |
Integrated Wealth Concepts LLCCIK 0001737109 | 78,327 | $1.06M | -16,392 | ↓ DEC |
STIFEL FINANCIAL CORPCIK 0000720672 | 74,238 | $1.00M | +215 | ↑ INC |
OPPENHEIMER & CO INCCIK 0000822581 | 73,941 | $1.00M | +1,315 | ↑ INC |
Noble Wealth Management PBCCIK 0002055065 | 73,940 | $1.00M | -34,514 | ↓ DEC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
MORGAN STANLEY↑ INC | +375,015 | $44.66M |
SIT INVESTMENT ASSOCIATES INC↑ INC | +362,441 | $37.65K |
Almitas Capital LLC↑ INC | +110,938 | $2.25M |
Penserra Capital Management LLC↑ INC | +89,529 | $7.79K |
COHEN & STEERS, INC.NEW | +65,000 | $879.00 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.↑ INC | +59,669 | $12.00M |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD↑ INC | +53,763 | $6.51M |
Narwhal Capital Management↑ INC | +41,882 | $2.66M |
ROYAL BANK OF CANADA↑ INC | +27,126 | $9.58M |
Logan Stone Capital, LLC↑ INC | +18,004 | $3.37M |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC | -216,415 | $14.52K |
Shaker Financial Services, LLC↓ DEC | -123,335 | $186.62K |
WINEBRENNER CAPITAL MANAGEMENT LLC↓ DEC | -122,826 | $2.69M |
OSAIC HOLDINGS, INC.↓ DEC | -55,293 | $1.84M |
Noble Wealth Management PBC↓ DEC | -34,514 | $1.00M |
INDEPENDENT FINANCIAL GROUP, LLC↓ DEC | -32,904 | $1.12M |
Concurrent Investment Advisors, LLC↓ DEC | -29,392 | $173.05K |
Arete Wealth Advisors, LLC↓ DEC | -28,184 | $604.03K |
D.A. DAVIDSON & CO.↓ DEC | -27,797 | $4.41M |
COMMONWEALTH EQUITY SERVICES, LLC↓ DEC | -18,567 | $8.27M |