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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95
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$404.42M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
Saba Capital Management, L.P.CIK 0001510281
6,416,087$141.54M-380,043↓ DEC
Thomas J. Herzfeld Advisors, Inc.CIK 0001509510
1,253,348$27.65M-52,373↓ DEC
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578
1,138,597$25.12M-460,415↓ DEC
UBS Group AGCIK 0001610520
999,725$22.05M+37,059↑ INC
ROYAL BANK OF CANADACIK 0001000275
978,814$21.59M+18,343↑ INC
MORGAN STANLEYCIK 0000895421
914,798$20.18M+186,037↑ INC
Williams Jones Wealth Management, LLC.CIK 0001788587
853,530$18.83M-10,039↓ DEC
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.CIK 0001238990
852,325$18.80M-203,276↓ DEC
BANK OF AMERICA CORP /DE/CIK 0000070858
772,043$17.03M+149,447↑ INC
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543
709,274$15.65M-65,451↓ DEC
Almitas Capital LLCCIK 0001596468
541,492$11.95M+390,232↑ INC
HOLLENCREST CAPITAL MANAGEMENTCIK 0001161722
484,764$10.69M+3,188↑ INC
Pathstone Holdings, LLCCIK 0002011612
388,722$8.58M+246,329↑ INC
CITY OF LONDON INVESTMENT MANAGEMENT CO LTDCIK 0001034546
358,918$7.92M–no_change
Advisors Asset Management, Inc.CIK 0001297376
339,026$7.48M+18,112↑ INC
STIFEL FINANCIAL CORPCIK 0000720672
331,674$7.32M-108,049↓ DEC
Altium Capital Management LLCCIK 0001746382
157,700$3.48M+6,693↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
149,352$3.29M+86,418↑ INC
Focus Partners WealthCIK 0001542153
133,055$2.94M-11,452↓ DEC
FIRST TRUST ADVISORS LPCIK 0001125816
118,998$2.63M+15,705↑ INC
Rareview Capital LLCCIK 0002044533
90,004$2.22M+15,494↑ INC
CHOREO, LLCCIK 0001679031
89,631$1.98M-8,288↓ DEC
SMITH, MOORE & CO.CIK 0000200724
87,566$1.93M+7,744↑ INC
1607 Capital Partners, LLCCIK 0001436866
86,165$1.90M-5,347↓ DEC
ELEVATION POINT WEALTH PARTNERS, LLCCIK 0001744349
75,833$1.68M+294↑ INC

增持最多(買方)

申報機構Δ 持股市值
Almitas Capital LLC↑ INC
+390,232$11.95M
Pathstone Holdings, LLC↑ INC
+246,329$8.58M
MORGAN STANLEY↑ INC
+186,037$20.18M
BANK OF AMERICA CORP /DE/↑ INC
+149,447$17.03M
RAYMOND JAMES FINANCIAL INC↑ INC
+86,418$3.29M
COHEN & STEERS, INC.↑ INC
+59,000$22.54K
Cambridge Investment Research Advisors, Inc.↑ INC
+55,735$5.51K
Navis Wealth Advisors, LLCNEW
+49,164$1.08M
NORTHERN TRUST CORPNEW
+49,079$1.08M
UBS Group AG↑ INC
+37,059$22.05M

減持最多(賣方)

申報機構Δ 持股市值
RIVERNORTH CAPITAL MANAGEMENT, LLC↓ DEC
-460,415$25.12M
Saba Capital Management, L.P.↓ DEC
-380,043$141.54M
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.↓ DEC
-203,276$18.80M
STIFEL FINANCIAL CORP↓ DEC
-108,049$7.32M
ENVESTNET ASSET MANAGEMENT INC↓ DEC
-65,451$15.65M
Thomas J. Herzfeld Advisors, Inc.↓ DEC
-52,373$27.65M
CFO CAPITAL MANAGEMENT LLC↓ DEC
-28,991$301.05K
OSAIC HOLDINGS, INC.↓ DEC
-11,883$1.48M
Family Manage LLC↓ DEC
-11,657$755.60K
Focus Partners Wealth↓ DEC
-11,452$2.94M