AI Holders Summary · Q1 2026

84 institutions reported MEGI in Q1 2026. MORGAN STANLEY leads at 32.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$92M6.3M0.01%Q1 2026 02

Saba Capital Management, L.P.

CIK 0001510281

$60M4.1M1.66%Q1 2026 03

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$37M2.5M0.01%Q1 2026 04

ROYAL BANK OF CANADA

CIK 0001000275

$13M869K0.00%Q1 2026 05

BANK OF AMERICA CORP /DE/

CIK 0000070858

$11M759K0.00%Q1 2026 06

WELLS FARGO & COMPANY/MN

CIK 0000072971

$10M673K0.00%Q1 2026 07

Penserra Capital Management LLC

CIK 0001593324

$8M564K0.10%Q1 2026 08

Karpus Management, Inc.

CIK 0001048703

$7M509K0.23%Q1 2026 09

Rockefeller Capital Management L.P.

CIK 0001739439

$5M345K0.01%Q1 2026 10

WOLVERINE ASSET MANAGEMENT LLC

CIK 0001279891

$5M321K0.05%Q1 2026 11

Almitas Capital LLC

CIK 0001596468

$5M316K1.05%Q1 2026 12

Steward Partners Investment Advisory, LLC

CIK 0001723397

$4M288K0.02%Q1 2026 13

FIFTH THIRD BANCORP

CIK 0000035527

$4M275K0.01%Q1 2026 14

COMERICA BANK

CIK 0000901541

$4M275K0.02%Q4 2025 15

Allspring Global Investments Holdings, LLC

CIK 0001890906

$4M252K0.01%Q1 2026 16

Advisors Asset Management, Inc.

CIK 0001297376

$3M228K0.06%Q1 2026 17

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

CIK 0001352860

$3M195K0.41%Q1 2026 18

Quarry LP

CIK 0001965207

$2M163K0.43%Q1 2026 19

CORRADO ADVISORS, LLC

CIK 0001482611

$2M156K1.20%Q1 2026 20

Sovran Advisors, LLC

CIK 0002051471

$2M143K0.17%Q1 2026

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