AI Holders Summary · Q2 2026

96 institutions reported MUA in Q2 2026. BANK OF AMERICA CORP /DE/ leads at 14.8% 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%Q2 2026 02

Hennion & Walsh Asset Management, Inc.

CIK 0001861642

$13M1.2M0.38%Q2 2026 03

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$12M1.1M0.07%Q2 2026 04

KEYBANK NATIONAL ASSOCIATION/OH

CIK 0001089877

$12M1.1M0.04%Q2 2026 05

MORGAN STANLEY

CIK 0000895421

$6M516K0.00%Q2 2026 06

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$5M461K0.01%Q2 2026 07

Advisors Asset Management, Inc.

CIK 0001297376

$5M475K0.08%Q1 2026 08

VAN ECK ASSOCIATES CORP

CIK 0000869178

$5M428K0.00%Q2 2026 09

SIT INVESTMENT ASSOCIATES INC

CIK 0000769317

$4M392K0.08%Q1 2026 10

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$4M321K0.00%Q2 2026 11

RIVERNORTH CAPITAL MANAGEMENT, LLC

CIK 0001447578

$3M312K0.17%Q1 2026 12

WELLS FARGO & COMPANY/MN

CIK 0000072971

$3M299K0.00%Q2 2026 13

LPL Financial LLC

CIK 0001403438

$3M252K0.00%Q2 2026 14

PNC FINANCIAL SERVICES GROUP, INC.

CIK 0000713676

$3M258K0.00%Q4 2025 15

ROBINSON CAPITAL MANAGEMENT, LLC

CIK 0001599795

$2M183K0.89%Q2 2026 16

OSAIC HOLDINGS, INC.

CIK 0001677044

$2M178K0.00%Q2 2026 17

ROYAL BANK OF CANADA

CIK 0001000275

$2M169K0.00%Q2 2026 18

Mariner, LLC

CIK 0001373442

$2M161K0.00%Q2 2026 19

UBS Group AG

CIK 0001610520

$1M133K0.00%Q2 2026 20

OARSMAN CAPITAL, INC.

CIK 0001569667

$1M130K0.15%Q2 2026

Page 1 of 5

76 more holders available. Log in →