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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92
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$372.45M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
Saba Capital Management, L.P.CIK 0001510281
1,839,593$107.56M-246,292↓ DEC
LAZARD ASSET MANAGEMENT LLCCIK 0001207017
1,580,674$92.42M+183,051↑ INC
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860
817,542$47.80M+6,860↑ INC
Allspring Global Investments Holdings, LLCCIK 0001890906
430,935$25.20M+37,312↑ INC
Bulldog Investors, LLPCIK 0001504304
296,450$17.33M-510↓ DEC
1607 Capital Partners, LLCCIK 0001436866
276,264$16.15M-1,225↓ DEC
ROYAL BANK OF CANADACIK 0001000275
196,427$11.48M-7,857↓ DEC
Pathstone Holdings, LLCCIK 0002011612
161,664$9.45M-12,421↓ DEC
Advisors Asset Management, Inc.CIK 0001297376
129,909$7.60M+10,831↑ INC
LEVIN CAPITAL STRATEGIES, L.P.CIK 0001354821
107,324$6.28M–no_change
MORGAN STANLEYCIK 0000895421
96,943$5.67M-791↓ DEC
Altium Capital Management LLCCIK 0001746382
48,755$2.85M+27,910↑ INC
FIRST TRUST ADVISORS LPCIK 0001125816
42,898$2.51M+3,940↑ INC
EVOLVE PRIVATE WEALTH, LLCCIK 0002111131
40,345$2.36M-59↓ DEC
CAPSTONE INVESTMENT ADVISORS, LLCCIK 0001426196
35,841$2.10M–no_change
STIFEL FINANCIAL CORPCIK 0000720672
35,417$2.07M+556↑ INC
Thomas J. Herzfeld Advisors, Inc.CIK 0001509510
32,661$1.91M+32,537↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
30,556$1.79M-903↓ DEC
WELLS FARGO & COMPANY/MNCIK 0000072971
29,588$1.73M-3,733↓ DEC
EverSource Wealth Advisors, LLCCIK 0001710537
2,821$1.69M+2,803↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
26,872$1.57M+237↑ INC
GUGGENHEIM CAPITAL LLCCIK 0001283072
22,695$1.33M-1,097↓ DEC
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272
20,645$1.21M-48↓ DEC
HighTower Advisors, LLCCIK 0001462245
20,581$1.20M-4,585↓ DEC
Mraz, Amerine & Associates, Inc.CIK 0001542324
20,351$1.19M-1,723↓ DEC

增持最多(買方)

申報機構Δ 持股市值
LAZARD ASSET MANAGEMENT LLC↑ INC
+183,051$92.42M
Penserra Capital Management LLCNEW
+105,918$6.19K
Allspring Global Investments Holdings, LLC↑ INC
+37,312$25.20M
Stolper Co↑ INC
+35,784$1.14K
Thomas J. Herzfeld Advisors, Inc.↑ INC
+32,537$1.91M
Altium Capital Management LLC↑ INC
+27,910$2.85M
SIT INVESTMENT ASSOCIATES INC↑ INC
+16,008$14.54K
Samalin Investment Counsel, LLCNEW
+13,496$789.11K
Corient Private Wealth LLCNEW
+10,928$638.97K
Advisors Asset Management, Inc.↑ INC
+10,831$7.60M

減持最多(賣方)

申報機構Δ 持股市值
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC
-733,326$116.88K
Saba Capital Management, L.P.↓ DEC
-246,292$107.56M
Shaker Financial Services, LLC↓ DEC
-22,500$390.99K
Pathstone Holdings, LLC↓ DEC
-12,421$9.45M
COHEN & STEERS, INC.↓ DEC
-10,000$15.20K
ROYAL BANK OF CANADA↓ DEC
-7,857$11.48M
HighTower Advisors, LLC↓ DEC
-4,585$1.20M
BCS Wealth Management↓ DEC
-3,866$226.04K
WELLS FARGO & COMPANY/MN↓ DEC
-3,733$1.73M
LPL Financial LLC↓ DEC
-3,423$1.07M