AI Holders Summary · Q1 2026

78 institutions reported BKT in Q1 2026. SIT INVESTMENT ASSOCIATES INC leads at 37.1% 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

SIT INVESTMENT ASSOCIATES INC

CIK 0000769317

$52M4.9M1.06%Q1 2026 02

Karpus Management, Inc.

CIK 0001048703

$20M1.9M0.61%Q1 2026 03

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$13M1.2M0.10%Q1 2026 04

MORGAN STANLEY

CIK 0000895421

$10M974K0.00%Q1 2026 05

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$10M935K0.00%Q1 2026 06

LPL Financial LLC

CIK 0001403438

$6M566K0.00%Q1 2026 07

BDF-GESTION

CIK 0001632812

$5M4K0.74%Q2 2026 08

MELFA WEALTH MANAGEMENT, INC.

CIK 0001962465

$4M370K2.14%Q2 2026 09

Invesco Ltd.

CIK 0000914208

$3M323K0.00%Q1 2026 10

1607 Capital Partners, LLC

CIK 0001436866

$3M278K0.21%Q1 2026 11

Rock Point Advisors, LLC

CIK 0001301540

$3M268K0.77%Q1 2026 12

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$2M181K0.00%Q1 2026 13

RIVERNORTH CAPITAL MANAGEMENT, LLC

CIK 0001447578

$2M154K0.08%Q1 2026 14

Allspring Global Investments Holdings, LLC

CIK 0001890906

$2M147K0.00%Q1 2026 15

Cetera Investment Advisers

CIK 0001666741

$1M132K0.00%Q1 2026 16

RIVERBRIDGE PARTNERS LLC

CIK 0001112325

$1M112K0.03%Q2 2026 17

Private Advisor Group, LLC

CIK 0001567755

$1M111K0.01%Q1 2026 18

THRIVENT FINANCIAL FOR LUTHERANS

CIK 0000314984

$1M101K0.00%Q1 2026 19

WELLS FARGO & COMPANY/MN

CIK 0000072971

$619K59K0.00%Q1 2026 20

OSAIC HOLDINGS, INC.

CIK 0001677044

$602K57K0.00%Q1 2026

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