AI Holders Summary · Q1 2026

110 institutions reported BHK in Q1 2026. SIT INVESTMENT ASSOCIATES INC leads at 44.3% 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

SIT INVESTMENT ASSOCIATES INC

CIK 0000769317

$99M10.9M2.02%Q1 2026 02

MORGAN STANLEY

CIK 0000895421

$24M2.7M0.00%Q2 2026 03

Karpus Management, Inc.

CIK 0001048703

$17M1.9M0.54%Q1 2026 04

UBS Group AG

CIK 0001610520

$12M1.4M0.00%Q2 2026 05

Allspring Global Investments Holdings, LLC

CIK 0001890906

$12M1.3M0.02%Q2 2026 06

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$10M1.1M0.06%Q2 2026 07

WELLS FARGO & COMPANY/MN

CIK 0000072971

$8M899K0.00%Q2 2026 08

LPL Financial LLC

CIK 0001403438

$7M814K0.00%Q2 2026 09

Invesco Ltd.

CIK 0000914208

$6M703K0.00%Q2 2026 10

1607 Capital Partners, LLC

CIK 0001436866

$4M486K0.39%Q2 2026 11

Rockefeller Capital Management L.P.

CIK 0001739439

$3M367K0.01%Q2 2026 12

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$3M366K0.00%Q2 2026 13

RHS Financial, LLC

CIK 0001766514

$2M294K0.82%Q3 2026 14

BANK OF AMERICA CORP /DE/

CIK 0000070858

$2M258K0.00%Q2 2026 15

Family Firm, Inc.

CIK 0001602603

$2M241K0.57%Q2 2025 16

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$2M251K0.00%Q2 2026 17

Private Advisor Group, LLC

CIK 0001567755

$2M194K0.01%Q2 2026 18

OSAIC HOLDINGS, INC.

CIK 0001677044

$2M187K0.00%Q2 2026 19

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$2M182K0.00%Q2 2026 20

PENSION & WEALTH MANAGEMENT ADVISORS, INC.

CIK 0002145782

$1M165K0.31%Q3 2026

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