AI Holders Summary · Q2 2026

74 institutions reported MMD in Q2 2026. Hennion & Walsh Asset Management, Inc. leads at 16.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

Hennion & Walsh Asset Management, Inc.

CIK 0001861642

$11M729K0.32%Q2 2026 02

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$10M676K0.00%Q1 2026 03

MORGAN STANLEY

CIK 0000895421

$7M452K0.00%Q1 2026 04

ROBINSON CAPITAL MANAGEMENT, LLC

CIK 0001599795

$6M433K2.70%Q1 2026 05

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$6M433K0.05%Q1 2026 06

BANK OF AMERICA CORP /DE/

CIK 0000070858

$5M318K0.00%Q1 2026 07

WELLS FARGO & COMPANY/MN

CIK 0000072971

$4M267K0.00%Q1 2026 08

ROYAL BANK OF CANADA

CIK 0001000275

$2M148K0.00%Q1 2026 09

Noble Wealth Management PBC

CIK 0002055065

$2M125K0.87%Q2 2026 10

Logan Stone Capital, LLC

CIK 0001535521

$1M97K0.36%Q4 2025 11

NewEdge Advisors, LLC

CIK 0001633516

$1M97K0.01%Q1 2026 12

ProVise Management Group, LLC

CIK 0001305707

$1M96K0.10%Q1 2026 13

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$1M94K0.00%Q1 2026 14

CITY OF LONDON INVESTMENT MANAGEMENT CO LTD

CIK 0001034546

$1M87K0.09%Q1 2026 15

PARK AVENUE SECURITIES LLC

CIK 0001071640

$1M83K0.01%Q1 2026 16

Intellus Advisors LLC

CIK 0002055137

$1M74K0.15%Q1 2026 17

RIVERNORTH CAPITAL MANAGEMENT, LLC

CIK 0001447578

$1M69K0.05%Q1 2026 18

LPL Financial LLC

CIK 0001403438

$938K63K0.00%Q1 2026 19

Invesco Ltd.

CIK 0000914208

$930K63K0.00%Q1 2026 20

Worthington Financial Partners, LLC

CIK 0002111427

$832K56K0.71%Q1 2026

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