AI Holders Summary · Q1 2026

207 institutions reported MHD in Q1 2026. Karpus Management, Inc. leads at 32.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

Karpus Management, Inc.

CIK 0001048703

$226M20.0M7.05%Q1 2026 02

RIVERNORTH CAPITAL MANAGEMENT, LLC

CIK 0001447578

$141M12.5M7.05%Q1 2026 03

MORGAN STANLEY

CIK 0000895421

$60M5.3M0.00%Q1 2026 04

Pathstone Holdings, LLC

CIK 0002011612

$44M3.9M0.18%Q1 2026 05

Hennion & Walsh Asset Management, Inc.

CIK 0001861642

$27M2.3M0.78%Q2 2026 06

ROBINSON CAPITAL MANAGEMENT, LLC

CIK 0001599795

$24M2.1M10.14%Q1 2026 07

MACKAY SHIELDS LLC

CIK 0000061227

$22M2.0M0.82%Q1 2026 08

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$21M1.9M0.16%Q1 2026 09

BANK OF AMERICA CORP /DE/

CIK 0000070858

$20M1.8M0.00%Q1 2026 10

TORONTO DOMINION BANK

CIK 0000947263

$16M1.4M0.02%Q1 2026 11

VAN ECK ASSOCIATES CORP

CIK 0000869178

$15M1.3M0.01%Q1 2026 12

Advisors Asset Management, Inc.

CIK 0001297376

$14M1.2M0.23%Q1 2026 13

Allspring Global Investments Holdings, LLC

CIK 0001890906

$12M1.1M0.02%Q1 2026 14

SIT INVESTMENT ASSOCIATES INC

CIK 0000769317

$12M1.1M0.24%Q1 2026 15

WELLS FARGO & COMPANY/MN

CIK 0000072971

$12M1.0M0.00%Q1 2026 16

LPL Financial LLC

CIK 0001403438

$11M981K0.00%Q1 2026 17

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$6M573K0.00%Q1 2026 18

Rareview Capital LLC

CIK 0002044533

$6M548K3.43%Q2 2026 19

Dakota Wealth Management

CIK 0001631353

$6M520K0.13%Q1 2026 20

STIFEL FINANCIAL CORP

CIK 0000720672

$5M477K0.00%Q1 2026

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