AI Holders Summary · Q1 2026

43 institutions reported FINS in Q1 2026. SIT INVESTMENT ASSOCIATES INC leads at 50.5% 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

$16M1.3M0.00%Q1 2026 04

UBS Group AG

CIK 0001610520

$9M741K0.00%Q1 2026 05

MORGAN STANLEY

CIK 0000895421

$8M623K0.00%Q1 2026 06

NATIONS FINANCIAL GROUP INC, /IA/ /ADV

CIK 0001109767

$6M484K0.30%Q2 2026 07

ROYAL BANK OF CANADA

CIK 0001000275

$5M408K0.00%Q1 2026 08

STIFEL FINANCIAL CORP

CIK 0000720672

$5M371K0.00%Q1 2026 09

Advisors Asset Management, Inc.

CIK 0001297376

$5M354K0.07%Q1 2026 10

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$3M239K0.00%Q1 2026 11

RIVERBRIDGE PARTNERS LLC

CIK 0001112325

$3M235K0.08%Q2 2026 12

Noble Wealth Management PBC

CIK 0002055065

$3M232K1.33%Q2 2026 13

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$3M203K0.00%Q1 2026 14

Thomas J. Herzfeld Advisors, Inc.

CIK 0001509510

$2M193K0.84%Q1 2026 15

LPL Financial LLC

CIK 0001403438

$2M178K0.00%Q1 2026 16

Closed-End Fund Advisors, Inc.

CIK 0002103520

$2M121K1.57%Q1 2026 17

Dakota Wealth Management

CIK 0001631353

$1M81K0.02%Q1 2026 18

Twelve Points Wealth Management LLC

CIK 0001877090

$1M79K0.22%Q1 2026 19

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$1M79K0.00%Q1 2026 20

Focus Partners Wealth

CIK 0001542153

$934K71K0.00%Q4 2025

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