AI Holders Summary · Q1 2026

71 institutions reported KTF in Q1 2026. SIT INVESTMENT ASSOCIATES INC leads at 58.4% 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

BANK OF AMERICA CORP /DE/

CIK 0000070858

$7M737K0.00%Q2 2026 04

1607 Capital Partners, LLC

CIK 0001436866

$6M696K0.56%Q2 2026 05

Focus Partners Wealth

CIK 0001542153

$3M305K0.00%Q2 2026 06

Capital Investment Advisors, LLC

CIK 0001582732

$2M266K0.03%Q2 2026 07

VAN ECK ASSOCIATES CORP

CIK 0000869178

$2M230K0.00%Q2 2026 08

Hennion & Walsh Asset Management, Inc.

CIK 0001861642

$2M205K0.05%Q2 2026 09

Fiera Capital Corp

CIK 0001505817

$2M171K0.01%Q2 2026 10

WELLS FARGO & COMPANY/MN

CIK 0000072971

$1M133K0.00%Q2 2026 11

Allspring Global Investments Holdings, LLC

CIK 0001890906

$1M126K0.00%Q2 2026 12

MELFA WEALTH MANAGEMENT, INC.

CIK 0001962465

$1M121K0.60%Q2 2026 13

Dakota Wealth Management

CIK 0001631353

$1M117K0.02%Q2 2026 14

MORGAN STANLEY

CIK 0000895421

$848K92K0.00%Q2 2026 15

NewEdge Advisors, LLC

CIK 0001633516

$846K92K0.00%Q2 2026 16

LPL Financial LLC

CIK 0001403438

$839K91K0.00%Q2 2026 17

COHEN & STEERS, INC.

CIK 0001284812

$819K90K0.00%Q1 2026 18

Orion Portfolio Solutions, LLC

CIK 0001802647

$756K80K0.00%Q1 2025 19

Nuveen, LLC

CIK 0001871926

$727K79K0.00%Q2 2026 20

Concurrent Investment Advisors, LLC

CIK 0002001015

$716K78K0.01%Q2 2026

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