AI Holders Summary · Q1 2026

45 institutions reported FINS in Q1 2026. SIT INVESTMENT ASSOCIATES INC leads at 48.0% 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

$139M10.9M2.81%Q1 2026 02

Karpus Management, Inc.

CIK 0001048703

$60M4.7M1.87%Q1 2026 03

WELLS FARGO & COMPANY/MN

CIK 0000072971

$17M1.3M0.00%Q2 2026 04

Atlas Wealth LLC

CIK 0001964106

$14M1.1M2.01%Q2 2026 05

UBS Group AG

CIK 0001610520

$9M708K0.00%Q2 2026 06

MORGAN STANLEY

CIK 0000895421

$8M627K0.00%Q2 2026 07

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

CIK 0001109767

$6M484K0.30%Q2 2026 08

ROYAL BANK OF CANADA

CIK 0001000275

$5M417K0.00%Q2 2026 09

STIFEL FINANCIAL CORP

CIK 0000720672

$5M383K0.00%Q2 2026 10

Advisors Asset Management, Inc.

CIK 0001297376

$5M354K0.07%Q1 2026 11

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$4M301K0.00%Q2 2026 12

RIVERBRIDGE PARTNERS LLC

CIK 0001112325

$3M235K0.08%Q2 2026 13

Thomas J. Herzfeld Advisors, Inc.

CIK 0001509510

$3M222K0.87%Q2 2026 14

Noble Wealth Management PBC

CIK 0002055065

$3M229K1.22%Q3 2026 15

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$3M203K0.00%Q2 2026 16

LPL Financial LLC

CIK 0001403438

$2M180K0.00%Q2 2026 17

Closed-End Fund Advisors, Inc.

CIK 0002103520

$2M119K1.49%Q2 2026 18

Dakota Wealth Management

CIK 0001631353

$996K78K0.02%Q2 2026 19

Twelve Points Wealth Management LLC

CIK 0001877090

$989K77K0.20%Q2 2026 20

OSAIC HOLDINGS, INC.

CIK 0001677044

$977K76K0.00%Q2 2026

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