AI Holders Summary · Q1 2026

108 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

$25M2.7M0.00%Q1 2026 03

Karpus Management, Inc.

CIK 0001048703

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

UBS Group AG

CIK 0001610520

$13M1.4M0.00%Q1 2026 05

LPL Financial LLC

CIK 0001403438

$11M1.2M0.00%Q1 2026 06

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$10M1.1M0.08%Q1 2026 07

WELLS FARGO & COMPANY/MN

CIK 0000072971

$7M719K0.00%Q1 2026 08

Invesco Ltd.

CIK 0000914208

$6M679K0.00%Q1 2026 09

1607 Capital Partners, LLC

CIK 0001436866

$5M541K0.36%Q1 2026 10

Dynamic Advisor Solutions LLC

CIK 0001599747

$4M480K0.12%Q2 2026 11

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$4M439K0.00%Q1 2026 12

BANK OF AMERICA CORP /DE/

CIK 0000070858

$3M350K0.00%Q1 2026 13

Allspring Global Investments Holdings, LLC

CIK 0001890906

$3M349K0.01%Q1 2026 14

Private Advisor Group, LLC

CIK 0001567755

$3M340K0.01%Q1 2026 15

Rockefeller Capital Management L.P.

CIK 0001739439

$3M324K0.01%Q1 2026 16

OSAIC HOLDINGS, INC.

CIK 0001677044

$3M305K0.00%Q1 2026 17

Family Firm, Inc.

CIK 0001602603

$2M241K0.57%Q2 2025 18

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$2M235K0.00%Q1 2026 19

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$2M187K0.00%Q1 2026 20

STIFEL FINANCIAL CORP

CIK 0000720672

$1M159K0.00%Q1 2026

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