AI Holders Summary · Q1 2026

115 institutions reported MMU in Q1 2026. MORGAN STANLEY leads at 25.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$45M4.4M0.00%Q1 2026 02

RIVERNORTH CAPITAL MANAGEMENT, LLC

CIK 0001447578

$20M1.9M1.00%Q1 2026 03

BANK OF AMERICA CORP /DE/

CIK 0000070858

$17M1.7M0.00%Q1 2026 04

1607 Capital Partners, LLC

CIK 0001436866

$14M1.3M0.99%Q1 2026 05

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$12M1.2M0.00%Q1 2026 06

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$11M1.0M0.08%Q1 2026 07

Advisors Asset Management, Inc.

CIK 0001297376

$7M687K0.12%Q1 2026 08

ROBINSON CAPITAL MANAGEMENT, LLC

CIK 0001599795

$7M668K2.85%Q1 2026 09

Hennion & Walsh Asset Management, Inc.

CIK 0001861642

$6M614K0.18%Q2 2026 10

Allianz Asset Management GmbH

CIK 0001535323

$6M545K0.01%Q1 2026 11

WELLS FARGO & COMPANY/MN

CIK 0000072971

$5M491K0.00%Q1 2026 12

VAN ECK ASSOCIATES CORP

CIK 0000869178

$5M456K0.00%Q1 2026 13

CITY OF LONDON INVESTMENT MANAGEMENT CO LTD

CIK 0001034546

$3M333K0.25%Q1 2026 14

Leo Wealth, LLC

CIK 0001912202

$3M300K0.22%Q1 2026 15

Westview Management dba Westview Investment Advisors

CIK 0002073768

$3M297K1.59%Q1 2026 16

Rareview Capital LLC

CIK 0002044533

$3M273K1.51%Q2 2026 17

Invesco Ltd.

CIK 0000914208

$2M235K0.00%Q1 2026 18

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$2M223K0.00%Q1 2026 19

HighTower Advisors, LLC

CIK 0001462245

$2M185K0.00%Q1 2026 20

ROYAL BANK OF CANADA

CIK 0001000275

$2M167K0.00%Q1 2026

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