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。
| 申報機構 | 持股數 | 市值 | Δ 持股 | 變動 |
|---|---|---|---|---|
Saba Capital Management, L.P.CIK 0001510281 | 2,965,400 | $33.54M | +350,491 | ↑ INC |
MORGAN STANLEYCIK 0000895421 | 2,631,830 | $29.77M | -20,582 | ↓ DEC |
LPL Financial LLCCIK 0001403438 | 1,082,556 | $12.24M | +60,316 | ↑ INC |
Modern Wealth Management, LLCCIK 0002001900 | 1,026,680 | $11.82M | -24,875 | ↓ DEC |
Allspring Global Investments Holdings, LLCCIK 0001890906 | 1,014,463 | $11.47M | +11,524 | ↑ INC |
Alexander Randolph Advisory, Inc.CIK 0000874816 | 980,555 | $11.09M | +12,006 | ↑ INC |
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578 | 898,550 | $10.16M | +5,424 | ↑ INC |
UBS Group AGCIK 0001610520 | 865,397 | $9.79M | -23,403 | ↓ DEC |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860 | 631,683 | $7.14M | +70,895 | ↑ INC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 594,726 | $6.73M | +78,700 | ↑ INC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 573,183 | $6.48M | +10,748 | ↑ INC |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.CIK 0001238990 | 545,665 | $6.17M | -70,323 | ↓ DEC |
FLAGSHIP HARBOR ADVISORS, LLCCIK 0001691766 | 528,385 | $5.98M | +609 | ↑ INC |
Shaker Financial Services, LLCCIK 0001511794 | 396,368 | $4.48M | -433,314 | ↓ DEC |
Mraz, Amerine & Associates, Inc.CIK 0001542324 | 350,908 | $3.97M | -4,470 | ↓ DEC |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 330,128 | $3.73M | +7,862 | ↑ INC |
FCA CORP /TXCIK 0001166402 | 313,186 | $3.54M | +5,335 | ↑ INC |
LAZARD ASSET MANAGEMENT LLCCIK 0001207017 | 300,000 | $3.39M | +300,000 | NEW |
Altium Capital Management LLCCIK 0001746382 | 243,050 | $2.75M | +155,972 | ↑ INC |
ROYAL BANK OF CANADACIK 0001000275 | 212,414 | $2.40M | -27,754 | ↓ DEC |
Waterfront Wealth Inc.CIK 0001775210 | 208,749 | $2.36M | +208,749 | NEW |
Clearstead Advisors, LLCCIK 0000842775 | 203,173 | $2.30M | -5,384 | ↓ DEC |
OSAIC HOLDINGS, INC.CIK 0001677044 | 169,394 | $1.92M | +53,291 | ↑ INC |
HORIZON KINETICS ASSET MANAGEMENT LLCCIK 0001056823 | 132,808 | $1.50M | -1,419 | ↓ DEC |
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272 | 124,998 | $1.41M | -3,547 | ↓ DEC |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Saba Capital Management, L.P.↑ INC | +350,491 | $33.54M |
LAZARD ASSET MANAGEMENT LLCNEW | +300,000 | $3.39M |
Waterfront Wealth Inc.NEW | +208,749 | $2.36M |
Altium Capital Management LLC↑ INC | +155,972 | $2.75M |
WELLS FARGO & COMPANY/MN↑ INC | +78,700 | $6.73M |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC↑ INC | +70,895 | $7.14M |
DIVERSIFY WEALTH MANAGEMENT, LLCNEW | +64,652 | $840.47K |
LPL Financial LLC↑ INC | +60,316 | $12.24M |
OSAIC HOLDINGS, INC.↑ INC | +53,291 | $1.92M |
Karpus Management, Inc.↑ INC | +45,191 | $712.56K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Shaker Financial Services, LLC↓ DEC | -433,314 | $4.48M |
WOLVERINE ASSET MANAGEMENT LLC↓ DEC | -195,621 | $30.54K |
Beacon Pointe Advisors, LLC↓ DEC | -70,458 | $1.41M |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.↓ DEC | -70,323 | $6.17M |
&PARTNERS↓ DEC | -45,426 | $345.59K |
Hara Capital LLC↓ DEC | -27,900 | $113.78K |
ROYAL BANK OF CANADA↓ DEC | -27,754 | $2.40M |
Advisors Asset Management, Inc.↓ DEC | -25,088 | $1.14M |
Modern Wealth Management, LLC↓ DEC | -24,875 | $11.82M |
Quantedge Capital Pte Ltd↓ DEC | -24,600 | $332.48K |