AI Holders Summary · Q1 2026

146 institutions reported BTT in Q1 2026. Karpus Management, Inc. leads at 22.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

Karpus Management, Inc.

CIK 0001048703

$106M4.7M3.32%Q1 2026 02

MACKAY SHIELDS LLC

CIK 0000061227

$45M2.0M1.50%Q2 2026 03

Pathstone Holdings, LLC

CIK 0002011612

$37M1.6M0.11%Q2 2026 04

Allspring Global Investments Holdings, LLC

CIK 0001890906

$36M1.6M0.05%Q2 2026 05

Almitas Capital LLC

CIK 0001596468

$34M1.5M8.10%Q2 2026 06

Tortoise Investment Management, LLC

CIK 0001599511

$32M1.4M2.41%Q2 2026 07

MORGAN STANLEY

CIK 0000895421

$29M1.3M0.00%Q2 2026 08

RIVERNORTH CAPITAL MANAGEMENT, LLC

CIK 0001447578

$20M881K1.00%Q1 2026 09

SENTINEL TRUST CO LBA

CIK 0001114739

$19M837K1.89%Q1 2026 10

Hennion & Walsh Asset Management, Inc.

CIK 0001861642

$18M784K0.51%Q2 2026 11

BANK OF AMERICA CORP /DE/

CIK 0000070858

$16M720K0.00%Q2 2026 12

UBS Group AG

CIK 0001610520

$15M654K0.00%Q2 2026 13

LPL Financial LLC

CIK 0001403438

$12M516K0.00%Q2 2026 14

VAN ECK ASSOCIATES CORP

CIK 0000869178

$12M508K0.01%Q2 2026 15

CITY OF LONDON INVESTMENT MANAGEMENT CO LTD

CIK 0001034546

$11M499K0.68%Q2 2026 16

Merit Financial Group, LLC

CIK 0001621225

$10M441K0.06%Q2 2026 17

1607 Capital Partners, LLC

CIK 0001436866

$7M287K0.57%Q2 2026 18

Beverly Hills Private Wealth, LLC

CIK 0001965710

$6M253K1.10%Q2 2026 19

Focus Partners Wealth

CIK 0001542153

$5M214K0.01%Q2 2026 20

Jacobi Capital Management LLC

CIK 0001689646

$5M208K0.23%Q2 2026

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