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92
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$229.25M已顯示持有人市值總和
淨持倉變化10 增持 · 2 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
8,159,423$78.33M+5,703,576↑ INC
MACKAY SHIELDS LLCCIK 0000061227
2,349,687$22.56M+1,175,516↑ INC
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578
1,722,732$16.54M+1,385,904↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
1,645,711$15.80M+938,369↑ INC
GUGGENHEIM CAPITAL LLCCIK 0001283072
1,607,492$15.43M+877,697↑ INC
Allspring Global Investments Holdings, LLCCIK 0001890906
1,238,577$11.89M+557,751↑ INC
MORGAN STANLEYCIK 0000895421
1,129,499$10.84M+594,687↑ INC
ROBINSON CAPITAL MANAGEMENT, LLCCIK 0001599795
953,650$9.52M+835,630↑ INC
Hennion & Walsh Asset Management, Inc.CIK 0001861642
940,056$9.02M+401,640↑ INC
UBS Group AGCIK 0001610520
616,237$5.92M+108,916↑ INC
Cetera Investment AdvisersCIK 0001666741
350,425$3.36M+292,427↑ INC
LPL Financial LLCCIK 0001403438
339,176$3.26M+182,184↑ INC
Fiera Capital CorpCIK 0001505817
293,551$2.82M+5,373↑ INC
Lido Advisors, LLCCIK 0001650150
291,732$2.82M+120,743↑ INC
WHITEBOX ADVISORS LLCCIK 0001257391
273,687$2.63M+273,687NEW
ROYAL BANK OF CANADACIK 0001000275
233,743$2.24M+152,703↑ INC
WELLS FARGO & COMPANY/MNCIK 0000072971
229,629$2.20M+53,418↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
229,241$2.20M+187,788↑ INC
CITY OF LONDON INVESTMENT MANAGEMENT CO LTDCIK 0001034546
225,558$2.17M+112,808↑ INC
Rockefeller Capital Management L.P.CIK 0001739439
221,258$2.12M+201,258↑ INC
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272
212,694$2.04M+114,065↑ INC
Focused Wealth Management, IncCIK 0001586052
185,104$1.78M+176,554↑ INC
Summit Trail Advisors, LLCCIK 0001698478
135,709$1.30M+120,502↑ INC
WNY Asset Management, LLCCIK 0001803296
130,090$1.25M+49,129↑ INC
Breakwater Capital GroupCIK 0001964309
126,183$1.21M+16,142↑ INC

增持最多(買方)

申報機構Δ 持股市值
Karpus Management, Inc.↑ INC
+5,703,576$78.33M
RIVERNORTH CAPITAL MANAGEMENT, LLC↑ INC
+1,385,904$16.54M
MACKAY SHIELDS LLC↑ INC
+1,175,516$22.56M
BANK OF AMERICA CORP /DE/↑ INC
+938,369$15.80M
GUGGENHEIM CAPITAL LLC↑ INC
+877,697$15.43M
ROBINSON CAPITAL MANAGEMENT, LLC↑ INC
+835,630$9.52M
MORGAN STANLEY↑ INC
+594,687$10.84M
Allspring Global Investments Holdings, LLC↑ INC
+557,751$11.89M
Hennion & Walsh Asset Management, Inc.↑ INC
+401,640$9.02M
Cetera Investment Advisers↑ INC
+292,427$3.36M

減持最多(賣方)

申報機構Δ 持股市值
TrueMark Investments, LLC↓ DEC
-933$399.29K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO↓ DEC
-419$6.20K