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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$121.96M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
4,387,056$41.76M-1,381,782↓ DEC
MORGAN STANLEYCIK 0000895421
1,889,528$17.99M+274,764↑ INC
GUGGENHEIM CAPITAL LLCCIK 0001283072
1,118,581$10.65M-80,944↓ DEC
UBS Group AGCIK 0001610520
832,536$7.93M-54,878↓ DEC
LPL Financial LLCCIK 0001403438
813,290$7.74M-147,455↓ DEC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
566,087$5.39M+220,420↑ INC
WELLS FARGO & COMPANY/MNCIK 0000072971
461,800$4.40M+18,153↑ INC
Hennion & Walsh Asset Management, Inc.CIK 0001861642
279,041$2.66M+249,568↑ INC
BANK OF AMERICA CORP /DE/CIK 0000070858
228,050$2.17M+25,246↑ INC
MACKAY SHIELDS LLCCIK 0000061227
208,814$1.99M-116,293↓ DEC
Advisors Asset Management, Inc.CIK 0001297376
199,449$1.90M-1,452↓ DEC
Baird Financial Group, Inc.CIK 0001648711
169,444$1.61M-2,061↓ DEC
Fiera Capital CorpCIK 0001505817
165,965$1.58M-358,244↓ DEC
Invesco Ltd.CIK 0000914208
162,828$1.55M-52,379↓ DEC
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272
150,268$1.43M+1,660↑ INC
Capital Investment Advisors, LLCCIK 0001582732
145,850$1.39M-1,600↓ DEC
JFS WEALTH ADVISORS, LLCCIK 0001568068
145,266$1.38M+183↑ INC
Steward Partners Investment Advisory, LLCCIK 0001723397
140,481$1.34M+1,044↑ INC
STIFEL FINANCIAL CORPCIK 0000720672
128,941$1.23M+158↑ INC
ROBINSON CAPITAL MANAGEMENT, LLCCIK 0001599795
124,983$1.20M-462,883↓ DEC
Wealth Alliance Advisory Group, LLCCIK 0001735734
120,074$1.14M+38,873↑ INC
Cetera Investment AdvisersCIK 0001666741
101,050$962.00K+21,227↑ INC
Rareview Capital LLCCIK 0002044533
96,145$879.72K-192,599↓ DEC
IBEX WEALTH ADVISORSCIK 0001686242
89,226$849.43K-1,424↓ DEC
Stratos Wealth Advisors, LLCCIK 0001707202
88,727$844.69K-105,817↓ DEC

增持最多(買方)

申報機構Δ 持股市值
MORGAN STANLEY↑ INC
+274,764$17.99M
Hennion & Walsh Asset Management, Inc.↑ INC
+249,568$2.66M
RAYMOND JAMES FINANCIAL INC↑ INC
+220,420$5.39M
Summit Trail Advisors, LLC↑ INC
+58,212$688.25K
VAN ECK ASSOCIATES CORP↑ INC
+48,113$4.28K
Wealth Alliance Advisory Group, LLC↑ INC
+38,873$1.14M
BANK OF AMERICA CORP /DE/↑ INC
+25,246$2.17M
HARBOUR INVESTMENTS, INC.NEW
+22,314$212.43K
Cetera Investment Advisers↑ INC
+21,227$962.00K
WELLS FARGO & COMPANY/MN↑ INC
+18,153$4.40M

減持最多(賣方)

申報機構Δ 持股市值
RIVERNORTH CAPITAL MANAGEMENT, LLC↓ DEC
-1,381,782$41.76M
ROBINSON CAPITAL MANAGEMENT, LLC↓ DEC
-462,883$1.20M
Fiera Capital Corp↓ DEC
-358,244$1.58M
Rareview Capital LLC↓ DEC
-192,599$879.72K
LPL Financial LLC↓ DEC
-147,455$7.74M
MACKAY SHIELDS LLC↓ DEC
-116,293$1.99M
Stratos Wealth Advisors, LLC↓ DEC
-105,817$844.69K
GUGGENHEIM CAPITAL LLC↓ DEC
-80,944$10.65M
SMITH, MOORE & CO.↓ DEC
-79,401$681.42K
UBS Group AG↓ DEC
-54,878$7.93M