Stockfacts
應用場景文件定價
登入免費註冊
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
Stockfacts

給投資人與 AI agent 的美股 EOD 資料庫

資料為 EOD 非即時,非投資建議

應用場景Dashboard

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39
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$77.68M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
CITY OF LONDON INVESTMENT MANAGEMENT CO LTDCIK 0001034546
949,628$19.54M+303,762↑ INC
Saba Capital Management, L.P.CIK 0001510281
755,897$15.56M-233,027↓ DEC
LAZARD ASSET MANAGEMENT LLCCIK 0001207017
609,359$12.54M-163,295↓ DEC
Karpus Management, Inc.CIK 0001048703
395,688$8.14M+221,988↑ INC
UBS Group AGCIK 0001610520
162,290$3.34M+5,684↑ INC
EVERGREEN CAPITAL MANAGEMENT LLCCIK 0001260824
134,180$2.76M+12,901↑ INC
MORGAN STANLEYCIK 0000895421
97,735$2.01M-83,506↓ DEC
Allspring Global Investments Holdings, LLCCIK 0001890906
90,022$1.85M-4,650↓ DEC
Verition Fund Management LLCCIK 0001454027
88,888$1.83M+8,245↑ INC
Altium Capital Management LLCCIK 0001746382
79,031$1.63M+49,821↑ INC
STIFEL FINANCIAL CORPCIK 0000720672
74,631$1.54M-19,999↓ DEC
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIOCIK 0001007280
73,672$1.52M-125,835↓ DEC
STRS OHIOCIK 0000820478
54,716$1.13M–no_change
ROYAL BANK OF CANADACIK 0001000275
35,708$735.00K+1,520↑ INC
Equitable Holdings, Inc.CIK 0001333986
24,684$508.00K+24,684NEW
JONES FINANCIAL COMPANIES LLLPCIK 0000815917
20,669$416.07K-1,588↓ DEC
GP Brinson Investments LLCCIK 0001860928
18,000$370.44K–no_change
Calamos Advisors LLCCIK 0001316507
16,208$333.56K+1,930↑ INC
Financial Solutions Advisory Group, Inc.CIK 0002135269
15,788$324.92K+15,788NEW
Samalin Investment Counsel, LLCCIK 0001544366
14,078$289.73K+1,055↑ INC
GOULD ASSET MANAGEMENT LLC /CA/CIK 0001091961
13,624$280.38K+2,770↑ INC
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891
13,622$280.34K+5,222↑ INC
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860
12,667$260.69K-31↓ DEC
LPL Financial LLCCIK 0001403438
12,310$253.34K+12,310NEW
1607 Capital Partners, LLCCIK 0001436866
11,706$240.91K–no_change

增持最多(買方)

申報機構Δ 持股市值
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD↑ INC
+303,762$19.54M
Karpus Management, Inc.↑ INC
+221,988$8.14M
Altium Capital Management LLC↑ INC
+49,821$1.63M
Equitable Holdings, Inc.NEW
+24,684$508.00K
Financial Solutions Advisory Group, Inc.NEW
+15,788$324.92K
EVERGREEN CAPITAL MANAGEMENT LLC↑ INC
+12,901$2.76M
LPL Financial LLCNEW
+12,310$253.34K
Verition Fund Management LLC↑ INC
+8,245$1.83M
UBS Group AG↑ INC
+5,684$3.34M
WOLVERINE ASSET MANAGEMENT LLC↑ INC
+5,222$280.34K

減持最多(賣方)

申報機構Δ 持股市值
Saba Capital Management, L.P.↓ DEC
-233,027$15.56M
LAZARD ASSET MANAGEMENT LLC↓ DEC
-163,295$12.54M
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO↓ DEC
-125,835$1.52M
MORGAN STANLEY↓ DEC
-83,506$2.01M
STIFEL FINANCIAL CORP↓ DEC
-19,999$1.54M
Allspring Global Investments Holdings, LLC↓ DEC
-4,650$1.85M
JONES FINANCIAL COMPANIES LLLP↓ DEC
-1,588$416.07K
Steward Partners Investment Advisory, LLC↓ DEC
-1,000$7.20K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC
-987$3.09K
OSAIC HOLDINGS, INC.↓ DEC
-213$59.64K