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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25
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$30.21M已顯示持有人市值總和
淨持倉變化10 增持 · 9 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
1,618,753$11.93M-197,934↓ DEC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
554,981$4.09M+425,588↑ INC
MORGAN STANLEYCIK 0000895421
470,550$3.47M-11,699↓ DEC
Bulldog Investors, LLPCIK 0001504304
441,260$3.25M+16,352↑ INC
Shaker Financial Services, LLCCIK 0001511794
249,953$1.84M+51,004↑ INC
OSAIC HOLDINGS, INC.CIK 0001677044
126,594$933.01K-23,547↓ DEC
Private Advisor Group, LLCCIK 0001567755
117,375$865.05K+1,875↑ INC
NWF Advisory Services Inc.CIK 0002045735
113,950$839.81K+700↑ INC
WELLS FARGO & COMPANY/MNCIK 0000072971
99,482$733.19K-7,881↓ DEC
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891
92,810$684.01K-84,564↓ DEC
LPL Financial LLCCIK 0001403438
48,633$358.42K+1,010↑ INC
FIFTH THIRD BANCORPCIK 0000035527
29,755$219.29K+29,755NEW
UHLMANN PRICE SECURITIES, LLCCIK 0001035344
27,312$201.29K+668↑ INC
DECISION INVESTMENTS, INCCIK 0002111652
23,658$174.36K-300↓ DEC
Cetera Investment AdvisersCIK 0001666741
18,814$138.66K+5,000↑ INC
Closed-End Fund Advisors, Inc.CIK 0002103520
16,744$123.40K-1,605↓ DEC
XML Financial, LLCCIK 0001800465
15,551$114.61K–no_change
UBS Group AGCIK 0001610520
11,468$84.52K-3,680↓ DEC
Investment Management Trust, LLCCIK 0002131759
10,337$76.18K+10,337NEW
RETIREMITTEN FINANCIAL LLCCIK 0002127635
7,200$53.06K+7,200NEW
ROYAL BANK OF CANADACIK 0001000275
1,119$8.00K+1,119NEW
HIGHLINE WEALTH PARTNERS LLCCIK 0002042654
736$5.42K+336↑ INC
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COCIK 0001141802
661$4.87K-4,339↓ DEC
Steward Partners Investment Advisory, LLCCIK 0001723397
612$4.51K–no_change
EASTERN BANKCIK 0001126395
400$2.95K–no_change

增持最多(買方)

申報機構Δ 持股市值
RAYMOND JAMES FINANCIAL INC↑ INC
+425,588$4.09M
Shaker Financial Services, LLC↑ INC
+51,004$1.84M
FIFTH THIRD BANCORPNEW
+29,755$219.29K
Bulldog Investors, LLP↑ INC
+16,352$3.25M
Investment Management Trust, LLCNEW
+10,337$76.18K
RETIREMITTEN FINANCIAL LLCNEW
+7,200$53.06K
Cetera Investment Advisers↑ INC
+5,000$138.66K
Private Advisor Group, LLC↑ INC
+1,875$865.05K
ROYAL BANK OF CANADANEW
+1,119$8.00K
LPL Financial LLC↑ INC
+1,010$358.42K

減持最多(賣方)

申報機構Δ 持股市值
Saba Capital Management, L.P.↓ DEC
-197,934$11.93M
WOLVERINE ASSET MANAGEMENT LLC↓ DEC
-84,564$684.01K
OSAIC HOLDINGS, INC.↓ DEC
-23,547$933.01K
MORGAN STANLEY↓ DEC
-11,699$3.47M
WELLS FARGO & COMPANY/MN↓ DEC
-7,881$733.19K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC
-4,339$4.87K
UBS Group AG↓ DEC
-3,680$84.52K
Closed-End Fund Advisors, Inc.↓ DEC
-1,605$123.40K
DECISION INVESTMENTS, INC↓ DEC
-300$174.36K