AI Holders Summary · Q1 2026

87 institutions reported MIN in Q1 2026. SIT INVESTMENT ASSOCIATES INC leads at 51.8% 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

1607 Capital Partners, LLC

CIK 0001436866

$16M6.3M1.15%Q1 2026 03

Karpus Management, Inc.

CIK 0001048703

$13M5.3M0.41%Q1 2026 04

AMERIPRISE FINANCIAL INC

CIK 0000820027

$11M4.2M0.00%Q1 2026 05

Allspring Global Investments Holdings, LLC

CIK 0001890906

$10M4.1M0.02%Q1 2026 06

MORGAN STANLEY

CIK 0000895421

$3M1.3M0.00%Q1 2026 07

Invesco Ltd.

CIK 0000914208

$3M1.1M0.00%Q1 2026 08

LPL Financial LLC

CIK 0001403438

$2M983K0.00%Q1 2026 09

BANK OF AMERICA CORP /DE/

CIK 0000070858

$2M970K0.00%Q1 2026 10

Equitable Holdings, Inc.

CIK 0001333986

$2M729K0.01%Q1 2026 11

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$2M615K0.00%Q1 2026 12

OSAIC HOLDINGS, INC.

CIK 0001677044

$1M421K0.00%Q1 2026 13

Shaker Financial Services, LLC

CIK 0001511794

$896K357K0.31%Q1 2026 14

Private Advisor Group, LLC

CIK 0001567755

$872K347K0.00%Q1 2026 15

Advisors Asset Management, Inc.

CIK 0001297376

$758K302K0.01%Q1 2026 16

Ameritas Advisory Services, LLC

CIK 0001901275

$674K269K0.03%Q1 2026 17

Focus Partners Wealth

CIK 0001542153

$634K243K0.00%Q4 2025 18

Kingsview Wealth Management, LLC

CIK 0001791965

$589K235K0.01%Q1 2026 19

Fortitude Advisory Group L.L.C.

CIK 0001928999

$572K228K0.26%Q1 2026 20

Transform Wealth, LLC

CIK 0001682266

$541K201K0.03%Q1 2025

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