AI Holders Summary · Q1 2026

49 institutions reported MHF in Q1 2026. RAYMOND JAMES FINANCIAL INC leads at 23.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$7M1.0M0.00%Q1 2026 02

BANK OF AMERICA CORP /DE/

CIK 0000070858

$4M595K0.00%Q1 2026 03

TITLEIST ASSET MANAGEMENT, LLC

CIK 0001977759

$3M440K0.23%Q1 2026 04

LPL Financial LLC

CIK 0001403438

$3M393K0.00%Q1 2026 05

MORGAN STANLEY

CIK 0000895421

$3M373K0.00%Q1 2026 06

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$2M339K0.02%Q1 2026 07

Hennion & Walsh Asset Management, Inc.

CIK 0001861642

$1M181K0.04%Q2 2026 08

VAN ECK ASSOCIATES CORP

CIK 0000869178

$1M145K0.00%Q1 2026 09

JONES FINANCIAL COMPANIES LLLP

CIK 0000815917

$866K130K0.00%Q1 2026 10

Rockefeller Capital Management L.P.

CIK 0001739439

$736K106K0.00%Q1 2026 11

ORG Wealth Partners, LLC

CIK 0002032602

$628K90K0.12%Q1 2026 12

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$569K82K0.00%Q1 2026 13

Fiera Capital Corp

CIK 0001505817

$508K73K0.00%Q1 2026 14

Janney Montgomery Scott LLC

CIK 0001329948

$441K64K0.00%Q1 2026 15

MELFA WEALTH MANAGEMENT, INC.

CIK 0001962465

$439K63K0.25%Q1 2026 16

Invesco Ltd.

CIK 0000914208

$422K61K0.00%Q1 2026 17

ROYAL BANK OF CANADA

CIK 0001000275

$349K50K0.00%Q1 2026 18

HighTower Advisors, LLC

CIK 0001462245

$329K47K0.00%Q1 2026 19

Quad-Cities Investment Group, LLC

CIK 0001741426

$314K45K0.11%Q2 2026 20

Stratos Wealth Partners, LTD.

CIK 0001612865

$307K44K0.00%Q1 2026

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