AI Holders Summary · Q1 2026

44 institutions reported MGF in Q1 2026. SIT INVESTMENT ASSOCIATES INC leads at 48.7% 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

Private Advisor Group, LLC

CIK 0001567755

$4M1.4M0.02%Q1 2026 05

Summit Financial, LLC

CIK 0001765536

$4M1.3M0.05%Q1 2026 06

Allspring Global Investments Holdings, LLC

CIK 0001890906

$3M1.2M0.01%Q1 2026 07

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$917K312K0.00%Q1 2026 08

MORGAN STANLEY

CIK 0000895421

$676K230K0.00%Q1 2026 09

Carnegie Investment Counsel

CIK 0001511506

$400K136K0.01%Q1 2026 10

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$348K118K0.00%Q1 2026 11

MML INVESTORS SERVICES, LLC

CIK 0000701059

$339K115K0.00%Q1 2026 12

NewEdge Advisors, LLC

CIK 0001633516

$315K107K0.00%Q1 2026 13

WELLS FARGO & COMPANY/MN

CIK 0000072971

$302K103K0.00%Q1 2026 14

Dynamic Advisor Solutions LLC

CIK 0001599747

$291K101K0.01%Q2 2026 15

Ameritas Advisory Services, LLC

CIK 0001901275

$284K97K0.01%Q1 2026 16

DECISION INVESTMENTS, INC

CIK 0002111652

$263K90K0.30%Q1 2026 17

RIVERNORTH CAPITAL MANAGEMENT, LLC

CIK 0001447578

$257K88K0.01%Q1 2026 18

Fortitude Advisory Group L.L.C.

CIK 0001928999

$247K84K0.11%Q1 2026 19

LPL Financial LLC

CIK 0001403438

$224K76K0.00%Q1 2026 20

Focus Partners Wealth

CIK 0001542153

$199K66K0.00%Q4 2025

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