AI Holders Summary · Q1 2026

74 institutions reported BKT in Q1 2026. SIT INVESTMENT ASSOCIATES INC leads at 34.1% 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

Vinva Investment Management Ltd

CIK 0001968109

$13M14K0.09%Q2 2026 04

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$11M1.0M0.07%Q2 2026 05

MORGAN STANLEY

CIK 0000895421

$10M979K0.00%Q2 2026 06

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$10M915K0.00%Q2 2026 07

$5M436K0.00%Q2 2026 09

MELFA WEALTH MANAGEMENT, INC.

CIK 0001962465

$4M370K2.14%Q2 2026 10

Allspring Global Investments Holdings, LLC

CIK 0001890906

$4M370K0.01%Q2 2026 11

Invesco Ltd.

CIK 0000914208

$4M330K0.00%Q2 2026 12

Rock Point Advisors, LLC

CIK 0001301540

$3M273K0.72%Q2 2026 13

1607 Capital Partners, LLC

CIK 0001436866

$3M258K0.24%Q2 2026 14

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$2M212K0.00%Q2 2026 15

RIVERNORTH CAPITAL MANAGEMENT, LLC

CIK 0001447578

$2M154K0.08%Q1 2026 16

Cetera Investment Advisers

CIK 0001666741

$1M123K0.00%Q2 2026 17

RIVERBRIDGE PARTNERS LLC

CIK 0001112325

$1M112K0.03%Q2 2026 18

THRIVENT FINANCIAL FOR LUTHERANS

CIK 0000314984

$1M101K0.00%Q1 2026 19

Private Advisor Group, LLC

CIK 0001567755

$1M97K0.00%Q2 2026 20

OSAIC HOLDINGS, INC.

CIK 0001677044

$823K77K0.00%Q2 2026

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