AI Holders Summary · Q1 2026

93 institutions reported FTHY in Q1 2026. MORGAN STANLEY leads at 23.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$45M3.3M0.00%Q1 2026 02

SIT INVESTMENT ASSOCIATES INC

CIK 0000769317

$38M2.8M0.76%Q1 2026 03

KENNEDY INVESTMENT GROUP

CIK 0001978005

$16M1.2M6.21%Q1 2026 04

RIVERNORTH CAPITAL MANAGEMENT, LLC

CIK 0001447578

$14M1.0M0.69%Q1 2026 05

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

CIK 0001238990

$12M887K0.69%Q1 2026 06

ROYAL BANK OF CANADA

CIK 0001000275

$10M708K0.00%Q1 2026 07

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$8M611K0.01%Q1 2026 08

Penserra Capital Management LLC

CIK 0001593324

$8M575K0.09%Q1 2026 09

CITY OF LONDON INVESTMENT MANAGEMENT CO LTD

CIK 0001034546

$7M481K0.47%Q1 2026 10

D.A. DAVIDSON & CO.

CIK 0001080107

$5M346K0.03%Q2 2026 11

LPL Financial LLC

CIK 0001403438

$4M328K0.00%Q1 2026 12

NewEdge Advisors, LLC

CIK 0001633516

$4M292K0.01%Q1 2026 13

Logan Stone Capital, LLC

CIK 0001535521

$3M231K0.80%Q4 2025 14

Aurora Private Wealth, Inc.

CIK 0001802132

$3M196K1.97%Q1 2026 15

1607 Capital Partners, LLC

CIK 0001436866

$2M176K0.17%Q1 2026 16

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$2M176K0.01%Q1 2026 17

Almitas Capital LLC

CIK 0001596468

$2M166K0.51%Q1 2026 18

Oder Investment Management, LLC

CIK 0001845109

$2M150K1.56%Q1 2026 19

Private Advisory Group LLC

CIK 0001632965

$2M140K0.12%Q1 2026 20

Kestra Advisory Services, LLC

CIK 0001830819

$2M140K0.01%Q1 2026

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