AI Holders Summary · Q1 2026

101 institutions reported MUA in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 14.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

BANK OF AMERICA CORP /DE/

CIK 0000070858

$15M1.4M0.00%Q1 2026 02

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$14M1.3M0.11%Q1 2026 03

Hennion & Walsh Asset Management, Inc.

CIK 0001861642

$13M1.2M0.38%Q2 2026 04

KEYBANK NATIONAL ASSOCIATION/OH

CIK 0001089877

$11M1.1M0.04%Q1 2026 05

MORGAN STANLEY

CIK 0000895421

$5M492K0.00%Q1 2026 06

LPL Financial LLC

CIK 0001403438

$5M482K0.00%Q1 2026 07

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$5M480K0.01%Q1 2026 08

Advisors Asset Management, Inc.

CIK 0001297376

$5M475K0.08%Q1 2026 09

SIT INVESTMENT ASSOCIATES INC

CIK 0000769317

$4M392K0.08%Q1 2026 10

VAN ECK ASSOCIATES CORP

CIK 0000869178

$4M337K0.00%Q1 2026 11

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$3M329K0.00%Q1 2026 12

RIVERNORTH CAPITAL MANAGEMENT, LLC

CIK 0001447578

$3M312K0.17%Q1 2026 13

WELLS FARGO & COMPANY/MN

CIK 0000072971

$3M282K0.00%Q1 2026 14

PNC FINANCIAL SERVICES GROUP, INC.

CIK 0000713676

$3M258K0.00%Q4 2025 15

ROYAL BANK OF CANADA

CIK 0001000275

$2M172K0.00%Q1 2026 16

OSAIC HOLDINGS, INC.

CIK 0001677044

$2M159K0.00%Q1 2026 17

UBS Group AG

CIK 0001610520

$2M155K0.00%Q1 2026 18

ROBINSON CAPITAL MANAGEMENT, LLC

CIK 0001599795

$1M129K0.61%Q1 2026 19

ABSOLUTE INVESTMENT ADVISERS, LLC

CIK 0001316187

$1M127K0.16%Q1 2026 20

Mariner, LLC

CIK 0001373442

$1M125K0.00%Q1 2026

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