AI Holders Summary · Q1 2026

69 institutions reported KTF in Q1 2026. SIT INVESTMENT ASSOCIATES INC leads at 57.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

SIT INVESTMENT ASSOCIATES INC

CIK 0000769317

$90M9.9M1.83%Q1 2026 02

Karpus Management, Inc.

CIK 0001048703

$30M3.3M0.93%Q1 2026 03

1607 Capital Partners, LLC

CIK 0001436866

$10M1.1M0.75%Q1 2026 04

BANK OF AMERICA CORP /DE/

CIK 0000070858

$4M463K0.00%Q1 2026 05

Focus Partners Wealth

CIK 0001542153

$3M327K0.00%Q4 2025 06

Capital Investment Advisors, LLC

CIK 0001582732

$2M272K0.04%Q1 2026 07

VAN ECK ASSOCIATES CORP

CIK 0000869178

$2M255K0.00%Q1 2026 08

LPL Financial LLC

CIK 0001403438

$2M229K0.00%Q1 2026 09

Hennion & Walsh Asset Management, Inc.

CIK 0001861642

$2M205K0.05%Q2 2026 10

WELLS FARGO & COMPANY/MN

CIK 0000072971

$1M137K0.00%Q1 2026 11

MELFA WEALTH MANAGEMENT, INC.

CIK 0001962465

$1M129K0.68%Q1 2026 12

Allspring Global Investments Holdings, LLC

CIK 0001890906

$1M126K0.00%Q1 2026 13

Dakota Wealth Management

CIK 0001631353

$1M121K0.02%Q1 2026 14

Fiera Capital Corp

CIK 0001505817

$1M112K0.00%Q1 2026 15

NewEdge Advisors, LLC

CIK 0001633516

$891K98K0.00%Q1 2026 16

COHEN & STEERS, INC.

CIK 0001284812

$819K90K0.00%Q1 2026 17

Orion Portfolio Solutions, LLC

CIK 0001802647

$756K80K0.00%Q1 2025 18

Nuveen, LLC

CIK 0001871926

$719K79K0.00%Q1 2026 19

WEDBUSH SECURITIES INC

CIK 0001142495

$703K77K0.02%Q1 2026 20

ROYAL BANK OF CANADA

CIK 0001000275

$646K71K0.00%Q1 2026

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