AI Holders Summary · Q1 2026

39 institutions reported MMLP in Q1 2026. Invesco Ltd. leads at 41.3% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(2 on this page)

#HolderValueShares% port.Quarter

Invesco Ltd.

CIK 0000914208

$20M7.2M0.00%Q1 2026 02

NOMURA HOLDINGS INC

CIK 0001163653

$10M3.6M0.03%Q1 2026 03

BARCLAYS PLC

CIK 0000312069

$4M1.5M0.00%Q1 2026 04

KIM, LLC

CIK 0001888968

$3M1.0M0.28%Q1 2026 05

Blackstone Inc.

CIK 0001393818

$3M975K0.01%Q1 2026 06

MORGAN STANLEY

CIK 0000895421

$2M846K0.00%Q1 2026 07

JPMORGAN CHASE & CO

CIK 0000019617

$2M592K0.00%Q1 2026 08

BANK OF AMERICA CORP /DE/

CIK 0000070858

$2M547K0.00%Q1 2026 09

NEXPOINT ASSET MANAGEMENT, L.P.

CIK 0001469877

$1M408K0.08%Q1 2026 10

De Lisle Partners LLP

CIK 0002011184

$901K335K0.11%Q1 2026 11

Artisan Partners Limited Partnership

CIK 0001466153

$317K115K0.00%Q1 2026 12

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$288K105K0.00%Q1 2026 13

LEVIN CAPITAL STRATEGIES, L.P.

CIK 0001354821

$152K55K0.01%Q1 2026 14

OSAIC HOLDINGS, INC.

CIK 0001677044

$125K45K0.00%Q1 2026 15

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$99K36K0.00%Q1 2026 16

Confluence Wealth Services, Inc.

CIK 0001910411

$84K36K0.00%Q2 2026 17

UBS Group AG

CIK 0001610520

$80K29K0.00%Q1 2026 18

MONETA GROUP INVESTMENT ADVISORS LLC

CIK 0001120927

$77K28K0.00%Q1 2026 19

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$73K26K0.00%Q1 2026 20

AGP FRANKLIN, LLC

CIK 0002056566

$41K15K0.02%Q1 2026

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