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總覽財報趨勢法說會期權機構持股內部人公司行動SEC 文件
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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49
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$53.48M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
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578
1,227,734$9.24M-100,666↓ DEC
MORGAN STANLEYCIK 0000895421
1,048,311$7.89M-454,493↓ DEC
Saba Capital Management, L.P.CIK 0001510281
932,703$7.02M-72,407↓ DEC
Pathstone Holdings, LLCCIK 0002011612
658,661$4.96M+260,481↑ INC
Verition Fund Management LLCCIK 0001454027
438,827$3.30M-44,643↓ DEC
ROYAL BANK OF CANADACIK 0001000275
334,881$2.52M+12,806↑ INC
Almitas Capital LLCCIK 0001596468
330,954$2.49M+7,972↑ INC
1607 Capital Partners, LLCCIK 0001436866
322,529$2.43M–no_change
BANK OF AMERICA CORP /DE/CIK 0000070858
317,422$2.39M+3,163↑ INC
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860
207,780$1.56M+16,487↑ INC
TrueMark Investments, LLCCIK 0001974457
202,986$1.53M+6,233↑ INC
Bulldog Investors, LLPCIK 0001504304
171,906$1.29M+44,450↑ INC
Advisors Asset Management, Inc.CIK 0001297376
140,710$1.06M+110,850↑ INC
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543
94,289$710.00K+74,533↑ INC
Karpus Management, Inc.CIK 0001048703
88,428$665.86K+88,428NEW
GUGGENHEIM CAPITAL LLCCIK 0001283072
85,529$644.03K+21,193↑ INC
RPO LLCCIK 0001885066
81,823$616.13K-10,504↓ DEC
Matisse CapitalCIK 0001668256
66,015$497.09K-7,468↓ DEC
OSAIC HOLDINGS, INC.CIK 0001677044
63,745$480.00K+24,916↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
63,594$478.87K-9,928↓ DEC
Cetera Investment AdvisersCIK 0001666741
54,329$409.10K+54,329NEW
Shaker Financial Services, LLCCIK 0001511794
47,979$361.28K-36,162↓ DEC
SeaCrest Wealth Management, LLCCIK 0001728121
46,496$350.12K-2,742↓ DEC
Invesco Ltd.CIK 0000914208
37,710$283.96K-27,662↓ DEC
Jaffetilchin Investment Partners, LLCCIK 0001404652
36,481$274.70K+458↑ INC

增持最多(買方)

申報機構Δ 持股市值
SIT INVESTMENT ASSOCIATES INC↑ INC
+409,866$15.85K
Pathstone Holdings, LLC↑ INC
+260,481$4.96M
Advisors Asset Management, Inc.↑ INC
+110,850$1.06M
Karpus Management, Inc.NEW
+88,428$665.86K
ENVESTNET ASSET MANAGEMENT INC↑ INC
+74,533$710.00K
Cetera Investment AdvisersNEW
+54,329$409.10K
Bulldog Investors, LLP↑ INC
+44,450$1.29M
OSAIC HOLDINGS, INC.↑ INC
+24,916$480.00K
GUGGENHEIM CAPITAL LLC↑ INC
+21,193$644.03K
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC↑ INC
+16,487$1.56M

減持最多(賣方)

申報機構Δ 持股市值
MORGAN STANLEY↓ DEC
-454,493$7.89M
RIVERNORTH CAPITAL MANAGEMENT, LLC↓ DEC
-100,666$9.24M
Saba Capital Management, L.P.↓ DEC
-72,407$7.02M
Verition Fund Management LLC↓ DEC
-44,643$3.30M
North Ground Capital↓ DEC
-36,465$267.72K
Shaker Financial Services, LLC↓ DEC
-36,162$361.28K
Invesco Ltd.↓ DEC
-27,662$283.96K
Alpine Global Management, LLC↓ DEC
-24,508$114.37K
RPO LLC↓ DEC
-10,504$616.13K
WOLVERINE ASSET MANAGEMENT LLC↓ DEC
-10,265$52.59K