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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90
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$51.23M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
Hennion & Walsh Asset Management, Inc.CIK 0001861642
1,214,019$7.47M+204,669↑ INC
WELLS FARGO & COMPANY/MNCIK 0000072971
1,073,585$6.60M-38,182↓ DEC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
1,028,029$6.32M+400,979↑ INC
GUGGENHEIM CAPITAL LLCCIK 0001283072
945,720$5.82M+7,727↑ INC
Advisors Asset Management, Inc.CIK 0001297376
844,788$5.20M-22,260↓ DEC
MORGAN STANLEYCIK 0000895421
718,658$4.42M-64,726↓ DEC
Invesco Ltd.CIK 0000914208
396,231$2.44M-21,670↓ DEC
AMERIPRISE FINANCIAL INCCIK 0000820027
338,665$2.08M+47,793↑ INC
ROBINSON CAPITAL MANAGEMENT, LLCCIK 0001599795
314,939$1.94M+84,794↑ INC
LPL Financial LLCCIK 0001403438
227,108$1.40M+38,503↑ INC
&PARTNERSCIK 0000107136
114,541$704.43K-5,019↓ DEC
ROYAL BANK OF CANADACIK 0001000275
109,662$674.00K+17,468↑ INC
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578
107,693$662.31K-167,027↓ DEC
G2 CAPITAL MANAGEMENT, LLC / OHCIK 0001910858
101,416$623.71K-6,000↓ DEC
MELFA WEALTH MANAGEMENT, INC.CIK 0001962465
95,856$589.51K–no_change
BANK OF AMERICA CORP /DE/CIK 0000070858
88,372$543.49K-48,267↓ DEC
UBS Group AGCIK 0001610520
78,196$480.90K+5,116↑ INC
Bridgewater Advisors Inc.CIK 0001600319
76,102$477.92K–no_change
Ackerman Capital Advisors, LLCCIK 0001699506
75,730$465.74K+38,146↑ INC
OSAIC HOLDINGS, INC.CIK 0001677044
69,937$430.12K+21,890↑ INC
Rockefeller Capital Management L.P.CIK 0001739439
68,871$423.56K-3,549↓ DEC
Cetera Investment AdvisersCIK 0001666741
63,411$389.98K-66,651↓ DEC
Capital Investment Advisors, LLCCIK 0001582732
60,369$371.27K–no_change
OPPENHEIMER & CO INCCIK 0000822581
58,029$356.88K+735↑ INC
Keudell/Morrison Wealth ManagementCIK 0001785498
57,600$354.24K-2,000↓ DEC

增持最多(買方)

申報機構Δ 持股市值
RAYMOND JAMES FINANCIAL INC↑ INC
+400,979$6.32M
Hennion & Walsh Asset Management, Inc.↑ INC
+204,669$7.47M
ROBINSON CAPITAL MANAGEMENT, LLC↑ INC
+84,794$1.94M
AMERIPRISE FINANCIAL INC↑ INC
+47,793$2.08M
VAN ECK ASSOCIATES CORP↑ INC
+42,648$2.22K
LPL Financial LLC↑ INC
+38,503$1.40M
Ackerman Capital Advisors, LLC↑ INC
+38,146$465.74K
OSAIC HOLDINGS, INC.↑ INC
+21,890$430.12K
NWF Advisory Services Inc.NEW
+20,000$123.00K
ROYAL BANK OF CANADA↑ INC
+17,468$674.00K

減持最多(賣方)

申報機構Δ 持股市值
RIVERNORTH CAPITAL MANAGEMENT, LLC↓ DEC
-167,027$662.31K
Cetera Investment Advisers↓ DEC
-66,651$389.98K
MORGAN STANLEY↓ DEC
-64,726$4.42M
BANK OF AMERICA CORP /DE/↓ DEC
-48,267$543.49K
WELLS FARGO & COMPANY/MN↓ DEC
-38,182$6.60M
JANE STREET GROUP, LLC↓ DEC
-27,679$68.71K
Advisors Asset Management, Inc.↓ DEC
-22,260$5.20M
Invesco Ltd.↓ DEC
-21,670$2.44M
XML Financial, LLC↓ DEC
-15,450$320.50K
HighTower Advisors, LLC↓ DEC
-14,725$124.24K