AI Holders Summary · Q1 2026

83 institutions reported BMEZ in Q1 2026. MORGAN STANLEY leads at 14.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$28M1.9M0.00%Q1 2026 02

BANK OF AMERICA CORP /DE/

CIK 0000070858

$19M1.3M0.00%Q1 2026 03

UBS Group AG

CIK 0001610520

$14M1.0M0.00%Q1 2026 04

Invesco Ltd.

CIK 0000914208

$14M970K0.00%Q1 2026 05

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$14M965K0.00%Q1 2026 06

RIVERNORTH CAPITAL MANAGEMENT, LLC

CIK 0001447578

$12M809K0.58%Q1 2026 07

WELLS FARGO & COMPANY/MN

CIK 0000072971

$11M779K0.00%Q1 2026 08

Saba Capital Management, L.P.

CIK 0001510281

$11M760K0.30%Q1 2026 09

LAZARD ASSET MANAGEMENT LLC

CIK 0001207017

$9M622K0.01%Q1 2026 10

1607 Capital Partners, LLC

CIK 0001436866

$7M514K0.53%Q1 2026 11

Almitas Capital LLC

CIK 0001596468

$7M506K1.64%Q1 2026 12

CITY OF LONDON INVESTMENT MANAGEMENT CO LTD

CIK 0001034546

$7M503K0.52%Q1 2026 13

Penserra Capital Management LLC

CIK 0001593324

$7M496K0.08%Q1 2026 14

WOLVERINE ASSET MANAGEMENT LLC

CIK 0001279891

$5M380K0.05%Q1 2026 15

Z3 Capital Partners, LLC

CIK 0002127787

$5M366K1.33%Q1 2026 16

ROYAL BANK OF CANADA

CIK 0001000275

$5M354K0.00%Q1 2026 17

READYSTATE ASSET MANAGEMENT LP

CIK 0001900923

$5M321K0.20%Q4 2025 18

STIFEL FINANCIAL CORP

CIK 0000720672

$4M251K0.00%Q1 2026 19

LPL Financial LLC

CIK 0001403438

$3M196K0.00%Q1 2026 20

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

CIK 0001352860

$2M158K0.33%Q1 2026

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