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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19.2%
內部人0.0%
機構家數23
機構 19.2%內部人 0.0%其他流通 80.8%
13F 申報機構(前 25)23季度 2026-03-31
前 25 大申報市值$23.65M已顯示持有人市值總和
淨持倉變化10 增持 · 7 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 23 筆
申報機構持股數市值Δ 持股變動
Gateway Wealth Partners, LLCCIK 0001966037
291,298$4.28M+159,344↑ INC
MORGAN STANLEYCIK 0000895421
218,806$3.21M-41,792↓ DEC
ROYAL BANK OF CANADACIK 0001000275
200,131$2.94M+7,598↑ INC
WELLS FARGO & COMPANY/MNCIK 0000072971
197,814$2.91M-389↓ DEC
ROBINSON CAPITAL MANAGEMENT, LLCCIK 0001599795
195,309$2.89M+26,770↑ INC
UBS Group AGCIK 0001610520
104,339$1.53M-170↓ DEC
GUGGENHEIM CAPITAL LLCCIK 0001283072
101,846$1.50M+101,846NEW
OPPENHEIMER & CO INCCIK 0000822581
41,214$605.43K-2,620↓ DEC
Closed-End Fund Advisors, Inc.CIK 0002103520
38,401$564.11K-430↓ DEC
HARBOUR INVESTMENTS, INC.CIK 0000810121
36,484$535.96K+16,984↑ INC
STIFEL FINANCIAL CORPCIK 0000720672
32,347$475.19K+265↑ INC
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578
24,802$364.34K+24,802NEW
RAYMOND JAMES FINANCIAL INCCIK 0000720005
24,712$363.02K-292↓ DEC
River Street Advisors LLCCIK 0001964897
24,321$357.28K–no_change
TT Capital Management LLCCIK 0002056338
17,100$251.20K–no_change
&PARTNERSCIK 0000107136
16,089$236.35K–no_change
OSAIC HOLDINGS, INC.CIK 0001677044
15,457$227.07K+3,029↑ INC
PFG Investments, LLCCIK 0001973224
12,871$189.07K+7↑ INC
LPL Financial LLCCIK 0001403438
10,842$159.27K–no_change
Steward Partners Investment Advisory, LLCCIK 0001723397
2,500$36.73K–no_change
Noble Wealth Management PBCCIK 0002055065
1,200$17.63K+400↑ INC
PRIVATE TRUST CO NACIK 0001277557
775$11.38K–no_change
WEDBUSH SECURITIES INCCIK 0001142495
14,847$218.00-700↓ DEC

增持最多(買方)

申報機構Δ 持股市值
Gateway Wealth Partners, LLC↑ INC
+159,344$4.28M
GUGGENHEIM CAPITAL LLCNEW
+101,846$1.50M
ROBINSON CAPITAL MANAGEMENT, LLC↑ INC
+26,770$2.89M
RIVERNORTH CAPITAL MANAGEMENT, LLCNEW
+24,802$364.34K
HARBOUR INVESTMENTS, INC.↑ INC
+16,984$535.96K
ROYAL BANK OF CANADA↑ INC
+7,598$2.94M
OSAIC HOLDINGS, INC.↑ INC
+3,029$227.07K
Noble Wealth Management PBC↑ INC
+400$17.63K
STIFEL FINANCIAL CORP↑ INC
+265$475.19K
PFG Investments, LLC↑ INC
+7$189.07K

減持最多(賣方)

申報機構Δ 持股市值
MORGAN STANLEY↓ DEC
-41,792$3.21M
OPPENHEIMER & CO INC↓ DEC
-2,620$605.43K
WEDBUSH SECURITIES INC↓ DEC
-700$218.00
Closed-End Fund Advisors, Inc.↓ DEC
-430$564.11K
WELLS FARGO & COMPANY/MN↓ DEC
-389$2.91M
RAYMOND JAMES FINANCIAL INC↓ DEC
-292$363.02K
UBS Group AG↓ DEC
-170$1.53M