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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84
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$108.35M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
RIVERNORTH CAPITAL MANAGEMENT, LLCCIK 0001447578
2,857,603$23.78M+66,554↑ INC
Saba Capital Management, L.P.CIK 0001510281
2,190,968$18.23M–no_change
TORONTO DOMINION BANKCIK 0000947263
1,072,525$8.92M+865,277↑ INC
Focus Partners WealthCIK 0001542153
1,044,953$8.69M+24,102↑ INC
Thomas J. Herzfeld Advisors, Inc.CIK 0001509510
774,518$6.44M-815,574↓ DEC
Shaker Financial Services, LLCCIK 0001511794
580,372$4.83M+141,268↑ INC
SCOTIA CAPITAL INC.CIK 0001335644
443,231$3.69M+5,739↑ INC
Invesco Ltd.CIK 0000914208
414,801$3.45M-3,924↓ DEC
ENVESTNET ASSET MANAGEMENT INCCIK 0001407543
355,848$2.96M-571,592↓ DEC
Almitas Capital LLCCIK 0001596468
347,826$2.89M+283,696↑ INC
Fiera Capital CorpCIK 0001505817
320,066$2.66M-15,591↓ DEC
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCCIK 0001352860
306,601$2.55M+39,012↑ INC
FLAX POND CAPITAL, LLCCIK 0002106996
299,313$2.49M+16,780↑ INC
Hara Capital LLCCIK 0002010015
281,766$2.34M+156,855↑ INC
Advisors Asset Management, Inc.CIK 0001297376
260,396$2.17M-876↓ DEC
TrueMark Investments, LLCCIK 0001974457
224,709$1.87M+11,448↑ INC
MORGAN STANLEYCIK 0000895421
210,718$1.75M-94,030↓ DEC
Closed-End Fund Advisors, Inc.CIK 0002103520
200,529$1.67M+14,246↑ INC
QUANTIFY CHAOS ADVISORS, LLCCIK 0002107086
192,605$1.60M+16,471↑ INC
Comprehensive Money Management Services LLCCIK 0002058921
125,898$1.05M+10,975↑ INC
RPO LLCCIK 0001885066
123,146$1.02M+123,146NEW
Mutual Advisors, LLCCIK 0001694080
114,820$955.30K-295↓ DEC
Baird Financial Group, Inc.CIK 0001648711
100,930$839.74K-888↓ DEC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
90,794$755.41K+3,334↑ INC
Private Advisor Group, LLCCIK 0001567755
87,448$727.57K+8,000↑ INC

增持最多(買方)

申報機構Δ 持股市值
TORONTO DOMINION BANK↑ INC
+865,277$8.92M
Almitas Capital LLC↑ INC
+283,696$2.89M
Hara Capital LLC↑ INC
+156,855$2.34M
Shaker Financial Services, LLC↑ INC
+141,268$4.83M
RPO LLCNEW
+123,146$1.02M
RIVERNORTH CAPITAL MANAGEMENT, LLC↑ INC
+66,554$23.78M
LEGACY FINANCIAL INDEPENDENT ADVISORS LLCNEW
+50,341$418.84K
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC↑ INC
+39,012$2.55M
Marex Group Ltd↑ INC
+32,158$427.19K
Focus Partners Wealth↑ INC
+24,102$8.69M

減持最多(賣方)

申報機構Δ 持股市值
Thomas J. Herzfeld Advisors, Inc.↓ DEC
-815,574$6.44M
ENVESTNET ASSET MANAGEMENT INC↓ DEC
-571,592$2.96M
MORGAN STANLEY↓ DEC
-94,030$1.75M
CHOREO, LLC↓ DEC
-60,033$551.89K
Noble Wealth Management PBC↓ DEC
-50,033$12.48K
Winter & Associates, Inc.↓ DEC
-21,887$333.25K
Gridiron Partners, LLC↓ DEC
-18,053$321.61K
Fiera Capital Corp↓ DEC
-15,591$2.66M
HRT FINANCIAL LP↓ DEC
-13,099$105.00
Invesco Ltd.↓ DEC
-3,924$3.45M