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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103
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$140.05M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
2,732,276$25.98M-1,310,437↓ DEC
LPL Financial LLCCIK 0001403438
1,533,417$14.58M+457,764↑ INC
MORGAN STANLEYCIK 0000895421
1,525,658$14.51M+58,400↑ INC
GUGGENHEIM CAPITAL LLCCIK 0001283072
1,501,325$14.28M-7,213↓ DEC
UBS Group AGCIK 0001610520
1,063,970$10.12M-70,569↓ DEC
RAYMOND JAMES FINANCIAL INCCIK 0000720005
788,894$7.50M+22,874↑ INC
ROBINSON CAPITAL MANAGEMENT, LLCCIK 0001599795
758,771$7.31M-415,285↓ DEC
Advisors Asset Management, Inc.CIK 0001297376
740,403$7.04M+102,670↑ INC
Hennion & Walsh Asset Management, Inc.CIK 0001861642
673,017$6.40M+59,797↑ INC
WELLS FARGO & COMPANY/MNCIK 0000072971
604,368$5.75M+13,164↑ INC
Kestra Advisory Services, LLCCIK 0001830819
523,813$4.98M+85,183↑ INC
AMERIPRISE FINANCIAL INCCIK 0000820027
356,174$3.39M-573,220↓ DEC
Garden State Investment Advisory Services LLCCIK 0001965351
327,025$3.11M+278,425↑ INC
Wakefield Asset Management LLLPCIK 0001600435
207,344$1.97M+16,240↑ INC
ROYAL BANK OF CANADACIK 0001000275
169,567$1.61M+34,600↑ INC
Fiera Capital CorpCIK 0001505817
167,172$1.59M-356,220↓ DEC
STIFEL FINANCIAL CORPCIK 0000720672
165,754$1.58M+7,637↑ INC
JFS WEALTH ADVISORS, LLCCIK 0001568068
145,969$1.39M+183↑ INC
Garner Asset Management CorpCIK 0001714093
135,921$1.28M+388↑ INC
MACKAY SHIELDS LLCCIK 0000061227
126,255$1.20M-79,083↓ DEC
Wealth Alliance Advisory Group, LLCCIK 0001735734
108,644$1.03M+38,839↑ INC
PLANNING ALTERNATIVES LTD /ADVCIK 0000712011
103,000$979.53K+30,000↑ INC
COMMONWEALTH EQUITY SERVICES, LLCCIK 0000312272
91,907$874.04K-1,323↓ DEC
Worthington Financial Partners, LLCCIK 0002111427
86,318$820.88K-21↓ DEC
OSAIC HOLDINGS, INC.CIK 0001677044
81,119$771.46K-1,412↓ DEC

增持最多(買方)

申報機構Δ 持股市值
LPL Financial LLC↑ INC
+457,764$14.58M
Garden State Investment Advisory Services LLC↑ INC
+278,425$3.11M
Advisors Asset Management, Inc.↑ INC
+102,670$7.04M
Kestra Advisory Services, LLC↑ INC
+85,183$4.98M
Hennion & Walsh Asset Management, Inc.↑ INC
+59,797$6.40M
Summit Trail Advisors, LLC↑ INC
+58,742$692.38K
MORGAN STANLEY↑ INC
+58,400$14.51M
VAN ECK ASSOCIATES CORP↑ INC
+43,789$4.22K
Wealth Alliance Advisory Group, LLC↑ INC
+38,839$1.03M
ROYAL BANK OF CANADA↑ INC
+34,600$1.61M

減持最多(賣方)

申報機構Δ 持股市值
RIVERNORTH CAPITAL MANAGEMENT, LLC↓ DEC
-1,310,437$25.98M
AMERIPRISE FINANCIAL INC↓ DEC
-573,220$3.39M
ROBINSON CAPITAL MANAGEMENT, LLC↓ DEC
-415,285$7.31M
Fiera Capital Corp↓ DEC
-356,220$1.59M
MACKAY SHIELDS LLC↓ DEC
-79,083$1.20M
UBS Group AG↓ DEC
-70,569$10.12M
Stratos Wealth Advisors, LLC↓ DEC
-67,739$202.59K
HUB Investment Partners, LLC↓ DEC
-35,607$301.26K
Allspring Global Investments Holdings, LLC↓ DEC
-27,523$401.61K
Concorde Asset Management, LLC↓ DEC
-13,744$475.00K