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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151
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$335.04M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
Karpus Management, Inc.CIK 0001048703
5,676,653$59.66M+5,300,945↑ INC
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578
5,254,333$55.22M+3,502,884↑ INC
MORGAN STANLEYCIK 0000895421
4,236,771$44.53M+1,197,554↑ INC
GUGGENHEIM CAPITAL LLCCIK 0001283072
2,250,388$23.65M+814,952↑ INC
ROBINSON CAPITAL MANAGEMENT, LLCCIK 0001599795
1,619,778$17.49M+1,095,393↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
1,597,837$16.79M+723,362↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
1,173,240$12.33M+516,460↑ INC
STIFEL FINANCIAL CORPCIK 0000720672
1,081,095$11.36M+83,566↑ INC
Advisors Asset Management, Inc.CIK 0001297376
981,253$10.31M+468,327↑ INC
Pathstone Holdings, LLCCIK 0002011612
895,285$9.41M+879,585↑ INC
UBS Group AGCIK 0001610520
858,796$9.03M+221,143↑ INC
WELLS FARGO & COMPANY/MNCIK 0000072971
621,378$6.53M+226,205↑ INC
Allspring Global Investments Holdings, LLCCIK 0001890906
537,780$5.65M+402,688↑ INC
LPL Financial LLCCIK 0001403438
537,247$5.65M+374,229↑ INC
CITY OF LONDON INVESTMENT MANAGEMENT CO LTDCIK 0001034546
527,505$5.54M+136,462↑ INC
MACKAY SHIELDS LLCCIK 0000061227
526,256$5.53M+438,023↑ INC
Allianz Asset Management GmbHCIK 0001535323
490,934$5.16M–no_change
Rareview Capital LLCCIK 0002044533
461,043$4.84M+83,565↑ INC
Rockefeller Capital Management L.P.CIK 0001739439
449,596$4.73M+200,303↑ INC
MELFA WEALTH MANAGEMENT, INC.CIK 0001962465
419,230$4.41M+182,880↑ INC
Capital Investment Advisors, LLCCIK 0001582732
401,136$4.22M+176,878↑ INC
ROYAL BANK OF CANADACIK 0001000275
349,623$3.67M+129,414↑ INC
Invesco Ltd.CIK 0000914208
340,602$3.58M+164,266↑ INC
Leo Wealth, LLCCIK 0001912202
274,876$2.89M+274,876NEW
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272
271,256$2.85M+79,272↑ INC

增持最多(買方)

申報機構Δ 持股市值
Karpus Management, Inc.↑ INC
+5,300,945$59.66M
RIVERNORTH CAPITAL MANAGEMENT, LLC↑ INC
+3,502,884$55.22M
SIT INVESTMENT ASSOCIATES INC↑ INC
+2,495,608$28.38K
MORGAN STANLEY↑ INC
+1,197,554$44.53M
ROBINSON CAPITAL MANAGEMENT, LLC↑ INC
+1,095,393$17.49M
Pathstone Holdings, LLC↑ INC
+879,585$9.41M
GUGGENHEIM CAPITAL LLC↑ INC
+814,952$23.65M
RAYMOND JAMES FINANCIAL INC↑ INC
+723,362$16.79M
BANK OF AMERICA CORP /DE/↑ INC
+516,460$12.33M
Advisors Asset Management, Inc.↑ INC
+468,327$10.31M

減持最多(賣方)

申報機構Δ 持股市值
1607 Capital Partners, LLC↓ DEC
-469,137$2.20M
Penserra Capital Management LLC↓ DEC
-316,557$10.00
Fiera Capital Corp↓ DEC
-190,618$2.49M
EASTERN BANK↓ DEC
-102,911$297.64K
JANE STREET GROUP, LLC↓ DEC
-45,314$562.75K
Virtu Financial LLC↓ DEC
-26,839$152.00
Ashton Thomas Private Wealth, LLC↓ DEC
-18,779$204.94K
BOKF, NA↓ DEC
-11,096$65.20K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC
-10,928$28.92K
CITADEL ADVISORS LLC↓ DEC
-7,809$109.25K