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 |
|---|---|---|---|---|
1607 Capital Partners, LLCCIK 0001436866 | 2,278,737 | $6.70M | +24,956 | ↑ INC |
Karpus Management, Inc.CIK 0001048703 | 1,744,159 | $5.13M | +58,070 | ↑ INC |
Private Advisor Group, LLCCIK 0001567755 | 1,425,641 | $4.19M | +49,552 | ↑ INC |
Summit Financial, LLCCIK 0001765536 | 1,263,163 | $3.71M | -99,073 | ↓ DEC |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 1,166,824 | $3.43M | +10,850 | ↑ INC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 312,063 | $917.46K | +3,689 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 230,094 | $676.48K | -34,118 | ↓ DEC |
Carnegie Investment CounselCIK 0001511506 | 136,000 | $399.84K | – | no_change |
MML INVESTORS SERVICES, LLCCIK 0000701059 | 115,171 | $338.60K | -5,542 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 102,631 | $301.74K | -1,500 | ↓ DEC |
Ameritas Advisory Services, LLCCIK 0001901275 | 96,571 | $283.92K | – | no_change |
Dynamic Advisor Solutions LLCCIK 0001599747 | 90,082 | $264.84K | +22,423 | ↑ INC |
DECISION INVESTMENTS, INCCIK 0002111652 | 89,500 | $263.13K | +200 | ↑ INC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 87,515 | $257.29K | +87,515 | NEW |
Fortitude Advisory Group L.L.C.CIK 0001928999 | 83,929 | $246.75K | – | no_change |
LPL Financial LLCCIK 0001403438 | 76,257 | $224.19K | -3,055 | ↓ DEC |
Focus Partners WealthCIK 0001542153 | 66,036 | $194.15K | – | no_change |
TrueMark Investments, LLCCIK 0001974457 | 60,618 | $178.22K | +60,618 | NEW |
Csenge Advisory GroupCIK 0001715593 | 41,828 | $122.97K | +10,506 | ↑ INC |
BENJAMIN EDWARDS INCCIK 0001451623 | 24,966 | $73.40K | – | no_change |
ROYAL BANK OF CANADACIK 0001000275 | 23,941 | $70.00K | +197 | ↑ INC |
OPPENHEIMER & CO INCCIK 0000822581 | 19,222 | $56.51K | – | no_change |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 16,461 | $48.40K | -3,500 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 14,745 | $43.35K | +8,073 | ↑ INC |
CHAPIN DAVIS, INC.CIK 0000872098 | 13,049 | $38.36K | – | no_change |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
SIT INVESTMENT ASSOCIATES INC↑ INC | +341,418 | $26.84K |
RIVERNORTH CAPITAL MANAGEMENT, LLCNEW | +87,515 | $257.29K |
TrueMark Investments, LLCNEW | +60,618 | $178.22K |
Karpus Management, Inc.↑ INC | +58,070 | $5.13M |
Private Advisor Group, LLC↑ INC | +49,552 | $4.19M |
1607 Capital Partners, LLC↑ INC | +24,956 | $6.70M |
Dynamic Advisor Solutions LLC↑ INC | +22,423 | $264.84K |
Allspring Global Investments Holdings, LLC↑ INC | +10,850 | $3.43M |
Csenge Advisory Group↑ INC | +10,506 | $122.97K |
Farther Finance Advisors, LLC↑ INC | +8,439 | $35.28K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Summit Financial, LLC↓ DEC | -99,073 | $3.71M |
MORGAN STANLEY↓ DEC | -34,118 | $676.48K |
UBS Group AG↓ DEC | -9,387 | $14.51K |
MML INVESTORS SERVICES, LLC↓ DEC | -5,542 | $338.60K |
BANK OF AMERICA CORP /DE/↓ DEC | -3,500 | $48.40K |
LPL Financial LLC↓ DEC | -3,055 | $224.19K |
CITADEL ADVISORS LLC↓ DEC | -2,613 | $31.60K |
WELLS FARGO & COMPANY/MN↓ DEC | -1,500 | $301.74K |