AI Holders Summary · Q1 2026

193 institutions reported DSL in Q1 2026. McGowan Group Asset Management, Inc. leads at 13.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

McGowan Group Asset Management, Inc.

CIK 0001633227

$32M2.9M4.02%Q1 2026 02

WELLS FARGO & COMPANY/MN

CIK 0000072971

$29M2.6M0.01%Q1 2026 03

MORGAN STANLEY

CIK 0000895421

$25M2.3M0.00%Q1 2026 04

Penserra Capital Management LLC

CIK 0001593324

$22M2.0M0.26%Q1 2026 05

BANK OF AMERICA CORP /DE/

CIK 0000070858

$17M1.6M0.00%Q1 2026 06

Invesco Ltd.

CIK 0000914208

$12M1.1M0.00%Q1 2026 07

UBS Group AG

CIK 0001610520

$10M947K0.00%Q1 2026 08

AMERIPRISE FINANCIAL INC

CIK 0000820027

$10M933K0.00%Q1 2026 09

Logan Stone Capital, LLC

CIK 0001535521

$10M884K2.46%Q4 2025 10

ROYAL BANK OF CANADA

CIK 0001000275

$10M889K0.00%Q1 2026 11

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$8M758K0.00%Q1 2026 12

D.A. DAVIDSON & CO.

CIK 0001080107

$7M672K0.04%Q2 2026 13

Janney Montgomery Scott LLC

CIK 0001329948

$7M666K0.02%Q1 2026 14

LPL Financial LLC

CIK 0001403438

$6M577K0.00%Q1 2026 15

1607 Capital Partners, LLC

CIK 0001436866

$6M557K0.43%Q1 2026 16

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$6M543K0.05%Q1 2026 17

Intellectus Partners, LLC

CIK 0001677253

$5M462K1.02%Q1 2026 18

COHEN & STEERS, INC.

CIK 0001284812

$5M429K0.01%Q1 2026 19

HighTower Advisors, LLC

CIK 0001462245

$4M415K0.00%Q1 2026 20

Shaker Financial Services, LLC

CIK 0001511794

$4M356K1.23%Q2 2026

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