AI Holders Summary · Q1 2026

45 institutions reported MGF in Q1 2026. SIT INVESTMENT ASSOCIATES INC leads at 51.3% 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

$27M9.1M0.54%Q1 2026 02

1607 Capital Partners, LLC

CIK 0001436866

$7M2.3M0.48%Q1 2026 03

Karpus Management, Inc.

CIK 0001048703

$5M1.7M0.16%Q1 2026 04

Allspring Global Investments Holdings, LLC

CIK 0001890906

$4M1.4M0.01%Q2 2026 05

Summit Financial, LLC

CIK 0001765536

$3M1.0M0.03%Q2 2026 06

Private Advisor Group, LLC

CIK 0001567755

$2M583K0.01%Q2 2026 07

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$816K284K0.00%Q2 2026 08

MORGAN STANLEY

CIK 0000895421

$719K251K0.00%Q2 2026 09

Ameritas Advisory Services, LLC

CIK 0001901275

$401K140K0.01%Q2 2026 10

Carnegie Investment Counsel

CIK 0001511506

$390K136K0.01%Q2 2026 11

MML INVESTORS SERVICES, LLC

CIK 0000701059

$348K121K0.00%Q2 2026 12

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$348K118K0.00%Q1 2026 13

Dynamic Advisor Solutions LLC

CIK 0001599747

$291K101K0.01%Q2 2026 14

WELLS FARGO & COMPANY/MN

CIK 0000072971

$278K97K0.00%Q2 2026 15

Fortitude Advisory Group L.L.C.

CIK 0001928999

$259K90K0.10%Q2 2026 16

RIVERNORTH CAPITAL MANAGEMENT, LLC

CIK 0001447578

$257K88K0.01%Q1 2026 17

DECISION INVESTMENTS, INC

CIK 0002111652

$256K89K0.23%Q2 2026 18

NewEdge Advisors, LLC

CIK 0001633516

$241K84K0.00%Q2 2026 19

Focus Partners Wealth

CIK 0001542153

$201K70K0.00%Q2 2026 20

LPL Financial LLC

CIK 0001403438

$187K65K0.00%Q2 2026

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