AI Holders Summary · Q1 2026

83 institutions reported MIN in Q1 2026. SIT INVESTMENT ASSOCIATES INC leads at 51.7% 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

$76M30.5M1.55%Q1 2026 02

Karpus Management, Inc.

CIK 0001048703

$13M5.3M0.41%Q1 2026 03

AMERIPRISE FINANCIAL INC

CIK 0000820027

$12M4.7M0.00%Q2 2026 04

1607 Capital Partners, LLC

CIK 0001436866

$11M4.4M0.96%Q2 2026 05

Allspring Global Investments Holdings, LLC

CIK 0001890906

$10M4.1M0.02%Q2 2026 06

OSAIC HOLDINGS, INC.

CIK 0001677044

$5M2.1M0.01%Q2 2026 07

MORGAN STANLEY

CIK 0000895421

$4M1.4M0.00%Q2 2026 08

Invesco Ltd.

CIK 0000914208

$3M1.1M0.00%Q2 2026 09

BANK OF AMERICA CORP /DE/

CIK 0000070858

$2M991K0.00%Q2 2026 10

LPL Financial LLC

CIK 0001403438

$2M979K0.00%Q2 2026 11

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$2M726K0.00%Q2 2026 12

Equitable Holdings, Inc.

CIK 0001333986

$2M697K0.01%Q2 2026 13

GatePass Capital, LLC

CIK 0002087399

$1M601K0.56%Q2 2026 14

Ameritas Advisory Services, LLC

CIK 0001901275

$824K334K0.02%Q2 2026 15

Focus Partners Wealth

CIK 0001542153

$777K315K0.00%Q2 2026 16

Advisors Asset Management, Inc.

CIK 0001297376

$758K302K0.01%Q1 2026 17

Kingsview Wealth Management, LLC

CIK 0001791965

$582K236K0.01%Q2 2026 18

Fortitude Advisory Group L.L.C.

CIK 0001928999

$510K220K0.19%Q3 2026 19

DECISION INVESTMENTS, INC

CIK 0002111652

$399K172K0.36%Q3 2026 20

UBS Group AG

CIK 0001610520

$371K150K0.00%Q2 2026

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