AI Holders Summary · Q1 2026

66 institutions reported MUJ in Q1 2026. MACKAY SHIELDS LLC leads at 21.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MACKAY SHIELDS LLC

CIK 0000061227

$13M1.1M0.49%Q1 2026 02

MORGAN STANLEY

CIK 0000895421

$9M748K0.00%Q1 2026 03

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$7M639K0.06%Q1 2026 04

BANK OF AMERICA CORP /DE/

CIK 0000070858

$5M454K0.00%Q1 2026 05

ROBINSON CAPITAL MANAGEMENT, LLC

CIK 0001599795

$5M371K1.89%Q1 2026 06

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$4M311K0.00%Q1 2026 07

UBS Group AG

CIK 0001610520

$3M255K0.00%Q1 2026 08

Breakwater Capital Group

CIK 0001964309

$3M240K0.35%Q2 2026 09

LPL Financial LLC

CIK 0001403438

$2M210K0.00%Q1 2026 10

Strategic Advisors LLC

CIK 0001569119

$2M182K0.35%Q1 2026 11

WELLS FARGO & COMPANY/MN

CIK 0000072971

$2M172K0.00%Q1 2026 12

Cetera Investment Advisers

CIK 0001666741

$1M107K0.00%Q1 2026 13

ROYAL BANK OF CANADA

CIK 0001000275

$861K74K0.00%Q1 2026 14

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$628K54K0.00%Q1 2026 15

Steward Partners Investment Advisory, LLC

CIK 0001723397

$620K54K0.00%Q1 2026 16

Atlas Private Wealth Advisors

CIK 0001814234

$613K52K0.14%Q4 2025 17

Fiera Capital Corp

CIK 0001505817

$604K52K0.00%Q1 2026 18

MELFA WEALTH MANAGEMENT, INC.

CIK 0001962465

$571K49K0.33%Q1 2026 19

OSAIC HOLDINGS, INC.

CIK 0001677044

$528K46K0.00%Q1 2026 20

Summit Trail Advisors, LLC

CIK 0001698478

$511K44K0.01%Q1 2026

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