AI Holders Summary · Q1 2026

42 institutions reported BCV in Q1 2026. AMERIPRISE FINANCIAL INC leads at 14.1% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

AMERIPRISE FINANCIAL INC

CIK 0000820027

$7M304K0.00%Q1 2026 02

Saba Capital Management, L.P.

CIK 0001510281

$6M277K0.17%Q1 2026 03

SIT INVESTMENT ASSOCIATES INC

CIK 0000769317

$5M255K0.11%Q1 2026 04

Pathstone Holdings, LLC

CIK 0002011612

$4M149K0.01%Q2 2026 05

MORGAN STANLEY

CIK 0000895421

$4M142K0.00%Q2 2026 06

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

CIK 0001352860

$3M120K0.39%Q2 2026 07

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$2M92K0.02%Q2 2026 08

BANK OF AMERICA CORP /DE/

CIK 0000070858

$2M101K0.00%Q1 2026 09

Invesco Ltd.

CIK 0000914208

$2M89K0.00%Q1 2026 10

Beckerman Institutional, LLC

CIK 0002043468

$2M73K0.90%Q2 2026 11

UBS Group AG

CIK 0001610520

$2M58K0.00%Q2 2026 12

LPL Financial LLC

CIK 0001403438

$1M48K0.00%Q2 2026 13

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$1M41K0.00%Q2 2026 14

Mezzasalma Advisors, LLC

CIK 0001864916

$954K37K0.19%Q2 2026 15

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$878K41K0.00%Q1 2026 16

Bulldog Investors, LLP

CIK 0001504304

$850K39K0.19%Q1 2026 17

ROYAL BANK OF CANADA

CIK 0001000275

$779K36K0.00%Q1 2026 18

Advisors Asset Management, Inc.

CIK 0001297376

$773K36K0.01%Q1 2026 19

STIFEL FINANCIAL CORP

CIK 0000720672

$754K29K0.00%Q2 2026 20

UHLMANN PRICE SECURITIES, LLC

CIK 0001035344

$683K26K0.03%Q2 2026

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