AI Holders Summary · Q1 2026

33 institutions reported DTF in Q1 2026. SIT INVESTMENT ASSOCIATES INC leads at 31.4% 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

$11M923K0.21%Q1 2026 02

Focus Partners Wealth

CIK 0001542153

$5M481K0.01%Q4 2025 03

Almitas Capital LLC

CIK 0001596468

$4M355K0.92%Q1 2026 04

Beverly Hills Private Wealth, LLC

CIK 0001965710

$4M336K0.64%Q1 2026 05

Hara Capital LLC

CIK 0002010015

$3M304K1.74%Q1 2026 06

1607 Capital Partners, LLC

CIK 0001436866

$1M106K0.09%Q1 2026 07

MORGAN STANLEY

CIK 0000895421

$948K83K0.00%Q1 2026 08

CITY OF LONDON INVESTMENT MANAGEMENT CO LTD

CIK 0001034546

$813K71K0.06%Q1 2026 09

Avise Financial Cooperative, Inc.

CIK 0002013342

$538K47K0.45%Q1 2026 10

LPL Financial LLC

CIK 0001403438

$427K37K0.00%Q1 2026 11

RIVERNORTH CAPITAL MANAGEMENT, LLC

CIK 0001447578

$417K36K0.02%Q1 2026 12

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$315K27K0.00%Q1 2026 13

Basepoint Wealth LLC

CIK 0002088236

$227K20K0.13%Q1 2026 14

Karpus Management, Inc.

CIK 0001048703

$220K19K0.01%Q1 2026 15

Corps Capital Advisors, LLC

CIK 0002054234

$218K19K0.19%Q1 2026 16

Sanctuary Advisors, LLC

CIK 0001777271

$210K18K0.00%Q1 2026 17

Corient Private Wealth LLC

CIK 0001948780

$201K18K0.00%Q1 2026 18

Nuveen, LLC

CIK 0001871926

$184K16K0.00%Q1 2026 19

Savvy Advisors, Inc.

CIK 0002003633

$167K15K0.00%Q1 2026 20

Closed-End Fund Advisors, Inc.

CIK 0002103520

$165K14K0.17%Q1 2026

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