AI Holders Summary · Q1 2026

145 institutions reported BTT in Q1 2026. Karpus Management, Inc. leads at 22.8% 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

Pathstone Holdings, LLC

CIK 0002011612

$37M1.6M0.15%Q1 2026 03

MACKAY SHIELDS LLC

CIK 0000061227

$36M1.6M1.30%Q1 2026 04

Allspring Global Investments Holdings, LLC

CIK 0001890906

$35M1.6M0.06%Q1 2026 05

Almitas Capital LLC

CIK 0001596468

$34M1.5M7.62%Q1 2026 06

Tortoise Investment Management, LLC

CIK 0001599511

$32M1.4M2.63%Q1 2026 07

MORGAN STANLEY

CIK 0000895421

$28M1.2M0.00%Q1 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

$17M745K0.00%Q1 2026 12

UBS Group AG

CIK 0001610520

$16M708K0.00%Q1 2026 13

CITY OF LONDON INVESTMENT MANAGEMENT CO LTD

CIK 0001034546

$12M541K0.89%Q1 2026 14

VAN ECK ASSOCIATES CORP

CIK 0000869178

$11M491K0.01%Q1 2026 15

LPL Financial LLC

CIK 0001403438

$11M489K0.00%Q1 2026 16

Merit Financial Group, LLC

CIK 0001621225

$10M441K0.06%Q2 2026 17

1607 Capital Partners, LLC

CIK 0001436866

$9M385K0.63%Q1 2026 18

Focus Partners Wealth

CIK 0001542153

$6M252K0.01%Q4 2025 19

Beverly Hills Private Wealth, LLC

CIK 0001965710

$5M228K0.86%Q1 2026 20

Jacobi Capital Management LLC

CIK 0001689646

$5M205K0.26%Q1 2026

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