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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61
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$37.64M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
1,187,933$9.12M+7,396↑ INC
1607 Capital Partners, LLCCIK 0001436866
437,801$3.36M–no_change
MORGAN STANLEYCIK 0000895421
312,300$2.40M+13,476↑ INC
GUGGENHEIM CAPITAL LLCCIK 0001283072
296,924$2.28M-8,541↓ DEC
Invesco Ltd.CIK 0000914208
260,858$2.00M-40,145↓ DEC
ROBINSON CAPITAL MANAGEMENT, LLCCIK 0001599795
227,014$1.74M+30,436↑ INC
WHITEBOX ADVISORS LLCCIK 0001257391
204,801$1.57M–no_change
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272
191,062$1.47M+2,700↑ INC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
182,798$1.40M-4,661↓ DEC
Cetera Investment AdvisersCIK 0001666741
180,685$1.39M+3,257↑ INC
Allspring Global Investments Holdings, LLCCIK 0001890906
172,051$1.32M–no_change
Carson Advisory Inc.CIK 0001909304
168,597$1.29M-2,000↓ DEC
Pathstone Holdings, LLCCIK 0002011612
163,208$1.25M+76,235↑ INC
OSAIC HOLDINGS, INC.CIK 0001677044
93,993$721.88K+58,428↑ INC
Whipplewood Advisors, LLCCIK 0002052510
91,874$705.59K+787↑ INC
Hennion & Walsh Asset Management, Inc.CIK 0001861642
90,530$695.27K+90,530NEW
LPL Financial LLCCIK 0001403438
89,164$684.78K-101,691↓ DEC
Traub Capital Management LLCCIK 0002079207
86,839$666.92K-7,952↓ DEC
WHITTIER TRUST CO OF NEVADA INCCIK 0001263548
81,546$619.75K+304↑ INC
UBS Group AGCIK 0001610520
77,243$593.23K-9,018↓ DEC
ROYAL BANK OF CANADACIK 0001000275
67,497$518.00K+4,716↑ INC
Rock Point Advisors, LLCCIK 0001301540
66,925$513.98K-4,000↓ DEC
Bank of New York Mellon CorpCIK 0001390777
61,047$468.84K+1↑ INC
Waverly Advisors, LLCCIK 0001568787
59,963$460.52K-4,562↓ DEC
Independent Advisor AllianceCIK 0001696899
50,251$385.93K–no_change

增持最多(買方)

申報機構Δ 持股市值
Hennion & Walsh Asset Management, Inc.NEW
+90,530$695.27K
Pathstone Holdings, LLC↑ INC
+76,235$1.25M
OSAIC HOLDINGS, INC.↑ INC
+58,428$721.88K
ROBINSON CAPITAL MANAGEMENT, LLC↑ INC
+30,436$1.74M
Savvy Advisors, Inc.NEW
+18,143$139.34K
Cambridge Investment Research Advisors, Inc.↑ INC
+15,926$236.00
MORGAN STANLEY↑ INC
+13,476$2.40M
Hamrick Investment Counsel, llcNEW
+10,306$79.15K
Private Advisor Group, LLC↑ INC
+8,357$169.23K
RIVERNORTH CAPITAL MANAGEMENT, LLC↑ INC
+7,396$9.12M

減持最多(賣方)

申報機構Δ 持股市值
LPL Financial LLC↓ DEC
-101,691$684.78K
Invesco Ltd.↓ DEC
-40,145$2.00M
Logan Stone Capital, LLC↓ DEC
-14,367$309.64K
Concorde Asset Management, LLC↓ DEC
-14,173$322.60K
UBS Group AG↓ DEC
-9,018$593.23K
GUGGENHEIM CAPITAL LLC↓ DEC
-8,541$2.28M
Traub Capital Management LLC↓ DEC
-7,952$666.92K
GatePass Capital, LLC↓ DEC
-5,000$76.80K
RAYMOND JAMES FINANCIAL INC↓ DEC
-4,661$1.40M
Waverly Advisors, LLC↓ DEC
-4,562$460.52K