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 |
|---|---|---|---|---|
Pathstone Holdings, LLCCIK 0002011612 | 3,808,702 | $21.21M | +1,140,414 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 3,366,590 | $18.75M | -616,978 | ↓ DEC |
Saba Capital Management, L.P.CIK 0001510281 | 3,028,131 | $16.87M | -17,809 | ↓ DEC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 2,234,485 | $12.45M | -843,850 | ↓ DEC |
Private Advisor Group, LLCCIK 0001567755 | 735,486 | $4.10M | +22,963 | ↑ INC |
Almitas Capital LLCCIK 0001596468 | 660,796 | $3.68M | -129,490 | ↓ DEC |
Bulldog Investors, LLPCIK 0001504304 | 619,001 | $3.45M | +45,152 | ↑ INC |
CAPSTONE INVESTMENT ADVISORS, LLCCIK 0001426196 | 560,671 | $3.12M | – | no_change |
North Ground CapitalCIK 0002055446 | 529,521 | $2.95M | -583,115 | ↓ DEC |
Matisse CapitalCIK 0001668256 | 456,547 | $2.54M | -33,581 | ↓ DEC |
ROYAL BANK OF CANADACIK 0001000275 | 421,237 | $2.35M | +201,001 | ↑ INC |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 378,746 | $2.11M | +47,710 | ↑ INC |
Karpus Management, Inc.CIK 0001048703 | 377,188 | $2.10M | +377,188 | NEW |
Verition Fund Management LLCCIK 0001454027 | 333,279 | $1.86M | -87,955 | ↓ DEC |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860 | 259,814 | $1.45M | +16,163 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 222,687 | $1.24M | -8,639 | ↓ DEC |
TrueMark Investments, LLCCIK 0001974457 | 198,805 | $1.11M | -1,112 | ↓ DEC |
EVOLVE PRIVATE WEALTH, LLCCIK 0002111131 | 148,518 | $827.25K | +990 | ↑ INC |
Patriot Financial Group Insurance Agency, LLCCIK 0001694883 | 110,204 | $613.84K | +90,115 | ↑ INC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 92,153 | $513.30K | +17,312 | ↑ INC |
RPO LLCCIK 0001885066 | 91,479 | $509.54K | -20,000 | ↓ DEC |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCCIK 0001632972 | 89,131 | $497.35K | -3,326 | ↓ DEC |
Shaker Financial Services, LLCCIK 0001511794 | 77,266 | $430.37K | -67,006 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 70,914 | $394.99K | +4,852 | ↑ INC |
Concurrent Investment Advisors, LLCCIK 0002001015 | 58,073 | $323.47K | +15,415 | ↑ INC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Pathstone Holdings, LLC↑ INC | +1,140,414 | $21.21M |
SIT INVESTMENT ASSOCIATES INC↑ INC | +716,407 | $17.34K |
Karpus Management, Inc.NEW | +377,188 | $2.10M |
ROYAL BANK OF CANADA↑ INC | +201,001 | $2.35M |
Penserra Capital Management LLC↑ INC | +146,204 | $4.32K |
Patriot Financial Group Insurance Agency, LLC↑ INC | +90,115 | $613.84K |
Allspring Global Investments Holdings, LLC↑ INC | +47,710 | $2.11M |
Bulldog Investors, LLP↑ INC | +45,152 | $3.45M |
Private Advisor Group, LLC↑ INC | +22,963 | $4.10M |
Marex Group Ltd↑ INC | +20,359 | $224.80K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
RIVERNORTH CAPITAL MANAGEMENT, LLC↓ DEC | -843,850 | $12.45M |
MORGAN STANLEY↓ DEC | -616,978 | $18.75M |
North Ground Capital↓ DEC | -583,115 | $2.95M |
Almitas Capital LLC↓ DEC | -129,490 | $3.68M |
Verition Fund Management LLC↓ DEC | -87,955 | $1.86M |
Shaker Financial Services, LLC↓ DEC | -67,006 | $430.37K |
Matisse Capital↓ DEC | -33,581 | $2.54M |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -30,748 | $21.72K |
WELLS FARGO & COMPANY/MN↓ DEC | -30,689 | $113.69K |
UBS Group AG↓ DEC | -20,364 | $58.43K |