AI Holders Summary · Q1 2026

124 institutions reported EIM in Q1 2026. Karpus Management, Inc. leads at 17.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

Karpus Management, Inc.

CIK 0001048703

$22M2.3M0.70%Q1 2026 02

RIVERNORTH CAPITAL MANAGEMENT, LLC

CIK 0001447578

$16M1.6M0.79%Q1 2026 03

Hennion & Walsh Asset Management, Inc.

CIK 0001861642

$11M1.1M0.31%Q2 2026 04

ROBINSON CAPITAL MANAGEMENT, LLC

CIK 0001599795

$10M1.0M4.58%Q2 2026 05

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$10M1.0M0.06%Q2 2026 06

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$9M864K0.00%Q2 2026 07

Advisors Asset Management, Inc.

CIK 0001297376

$7M749K0.12%Q1 2026 08

Wealthspire Advisors, LLC

CIK 0001646247

$6M564K0.03%Q2 2026 09

MORGAN STANLEY

CIK 0000895421

$5M512K0.00%Q2 2026 10

VAN ECK ASSOCIATES CORP

CIK 0000869178

$4M447K0.00%Q2 2026 11

Allspring Global Investments Holdings, LLC

CIK 0001890906

$4M443K0.01%Q2 2026 12

WELLS FARGO & COMPANY/MN

CIK 0000072971

$4M426K0.00%Q2 2026 13

AMERIPRISE FINANCIAL INC

CIK 0000820027

$4M382K0.00%Q2 2026 14

Rareview Capital LLC

CIK 0002044533

$4M392K2.12%Q2 2026 15

Cresta Advisors, Ltd.

CIK 0001947670

$3M335K1.20%Q2 2026 16

UBS Group AG

CIK 0001610520

$3M264K0.00%Q2 2026 17

CURA WEALTH ADVISORS, LLC

CIK 0002056729

$3M254K1.08%Q2 2026 18

LPL Financial LLC

CIK 0001403438

$3M252K0.00%Q2 2026 19

CITY OF LONDON INVESTMENT MANAGEMENT CO LTD

CIK 0001034546

$2M230K0.14%Q2 2026 20

Dakota Wealth Management

CIK 0001631353

$2M198K0.04%Q2 2026

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