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 |
|---|---|---|---|---|
Karpus Management, Inc.CIK 0001048703 | 8,346,410 | $67.44M | +202,814 | ↑ INC |
Baird Financial Group, Inc.CIK 0001648711 | 485,564 | $3.92M | +18,541 | ↑ INC |
Wakefield Asset Management LLLPCIK 0001600435 | 362,990 | $2.93M | +46,630 | ↑ INC |
GUGGENHEIM CAPITAL LLCCIK 0001283072 | 245,519 | $1.98M | -80,149 | ↓ DEC |
Private Advisor Group, LLCCIK 0001567755 | 235,785 | $1.91M | +18,012 | ↑ INC |
RHS Financial, LLCCIK 0001766514 | 201,065 | $1.62M | +12,440 | ↑ INC |
Integrated Wealth Concepts LLCCIK 0001737109 | 173,191 | $1.40M | -9,910 | ↓ DEC |
STIFEL FINANCIAL CORPCIK 0000720672 | 163,965 | $1.32M | -12,656 | ↓ DEC |
WELLS FARGO & COMPANY/MNCIK 0000072971 | 111,788 | $903.25K | +3,300 | ↑ INC |
Dakota Wealth ManagementCIK 0001631353 | 103,743 | $838.25K | +950 | ↑ INC |
PenderFund Capital Management Ltd.CIK 0001706164 | 103,800 | $835.59K | +7,500 | ↑ INC |
ROBERTS GLORE & CO INC /IL/CIK 0001017115 | 98,562 | $796.38K | -17,615 | ↓ DEC |
BANK OF AMERICA CORP /DE/CIK 0000070858 | 95,648 | $772.83K | -392 | ↓ DEC |
MORGAN STANLEYCIK 0000895421 | 91,963 | $743.08K | -101,477 | ↓ DEC |
Aviance Capital Partners, LLCCIK 0001542383 | 68,788 | $555.80K | +488 | ↑ INC |
Rock Point Advisors, LLCCIK 0001301540 | 64,627 | $522.19K | +5,659 | ↑ INC |
Almitas Capital LLCCIK 0001596468 | 56,732 | $458.39K | -16,131 | ↓ DEC |
Matisse CapitalCIK 0001668256 | 53,254 | $430.29K | – | no_change |
UBS Group AGCIK 0001610520 | 43,649 | $352.68K | -21,114 | ↓ DEC |
GRACE & WHITE INC /NYCIK 0000903064 | 41,110 | $332.17K | – | no_change |
WOLVERINE ASSET MANAGEMENT LLCCIK 0001279891 | 40,237 | $325.12K | +33,277 | ↑ INC |
CREATIVE FINANCIAL DESIGNS INC /ADVCIK 0000819864 | 38,573 | $311.67K | – | no_change |
RAYMOND JAMES FINANCIAL INCCIK 0000720005 | 35,929 | $290.31K | – | no_change |
Mezzasalma Advisors, LLCCIK 0001864916 | 34,166 | $276.06K | +534 | ↑ INC |
CAPSTONE INVESTMENT ADVISORS, LLCCIK 0001426196 | 33,548 | $271.07K | – | no_change |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
Karpus Management, Inc.↑ INC | +202,814 | $67.44M |
Wakefield Asset Management LLLP↑ INC | +46,630 | $2.93M |
WOLVERINE ASSET MANAGEMENT LLC↑ INC | +33,277 | $325.12K |
Baird Financial Group, Inc.↑ INC | +18,541 | $3.92M |
Private Advisor Group, LLC↑ INC | +18,012 | $1.91M |
RHS Financial, LLC↑ INC | +12,440 | $1.62M |
Integrity Advisory Solutions, LLCNEW | +11,736 | $94.83K |
PenderFund Capital Management Ltd.↑ INC | +7,500 | $835.59K |
ENVESTNET ASSET MANAGEMENT INC↑ INC | +6,147 | $132.94K |
&PARTNERS↑ INC | +6,146 | $132.94K |
| 申報機構 | Δ 持股 | 市值 |
|---|---|---|
MORGAN STANLEY↓ DEC | -101,477 | $743.08K |
GUGGENHEIM CAPITAL LLC↓ DEC | -80,149 | $1.98M |
UBS Group AG↓ DEC | -21,114 | $352.68K |
ROBERTS GLORE & CO INC /IL/↓ DEC | -17,615 | $796.38K |
Almitas Capital LLC↓ DEC | -16,131 | $458.39K |
OSAIC HOLDINGS, INC.↓ DEC | -15,235 | $236.18K |
STIFEL FINANCIAL CORP↓ DEC | -12,656 | $1.32M |
Integrated Wealth Concepts LLC↓ DEC | -9,910 | $1.40M |
Quadcap Wealth Management, LLC↓ DEC | -9,775 | $231.65K |
SUSQUEHANNA INTERNATIONAL GROUP, LLP↓ DEC | -4,435 | $111.30K |