AI Holders Summary · Q1 2026

21 institutions reported MBND in Q1 2026. CWM, LLC leads at 17.0% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(2 on this page)

#HolderValueShares% port.Quarter

CWM, LLC

CIK 0001535847

$4M134K0.01%Q1 2026 02

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$3M96K0.00%Q1 2026 03

PATTEN & PATTEN INC/TN

CIK 0001044905

$3M93K0.13%Q2 2026 04

AE Wealth Management LLC

CIK 0001697723

$2M80K0.01%Q2 2026 05

JPMORGAN CHASE & CO

CIK 0000019617

$2M72K0.00%Q2 2026 06

Landmark Wealth Management, LLC

CIK 0001728778

$2M56K0.37%Q2 2026 07

Janney Montgomery Scott LLC

CIK 0001329948

$1M49K0.00%Q1 2026 08

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$1M46K0.00%Q2 2026 09

Farther Finance Advisors, LLC

CIK 0001992825

$997K36K0.01%Q2 2026 10

LPL Financial LLC

CIK 0001403438

$974K36K0.00%Q2 2026 11

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$506K19K0.00%Q2 2026 12

HighTower Advisors, LLC

CIK 0001462245

$359K13K0.00%Q2 2026 13

Marshall Financial Group, LLC

CIK 0001841496

$350K13K0.05%Q2 2026 14

PNC FINANCIAL SERVICES GROUP, INC.

CIK 0000713676

$336K12K0.00%Q4 2025 15

Capital Analysts, LLC

CIK 0001624758

$317K12K0.01%Q1 2026 16

OSAIC HOLDINGS, INC.

CIK 0001677044

$226K8K0.00%Q2 2026 17

Rockefeller Capital Management L.P.

CIK 0001739439

$147K5K0.00%Q2 2026 18

Key FInancial Inc

CIK 0001801720

$83K3K0.01%Q2 2026 19

MORGAN STANLEY

CIK 0000895421

$68K3K0.00%Q2 2026 20

PRIVATE TRUST CO NA

CIK 0001277557

$14K5000.00%Q2 2026

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