AI Holders Summary · Q3 2026

56 institutions reported MUJ in Q3 2026. MACKAY SHIELDS LLC leads at 16.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MACKAY SHIELDS LLC

CIK 0000061227

$10M882K0.36%Q3 2026 02

MORGAN STANLEY

CIK 0000895421

$9M754K0.00%Q2 2026 03

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$9M709K0.05%Q2 2026 04

BANK OF AMERICA CORP /DE/

CIK 0000070858

$6M458K0.00%Q2 2026 05

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$4M317K0.00%Q2 2026 06

Atlas Private Wealth Advisors

CIK 0001814234

$3M268K0.72%Q2 2026 07

Breakwater Capital Group

CIK 0001964309

$3M271K0.36%Q3 2026 08

LPL Financial LLC

CIK 0001403438

$3M221K0.00%Q2 2026 09

WELLS FARGO & COMPANY/MN

CIK 0000072971

$3M209K0.00%Q2 2026 10

UBS Group AG

CIK 0001610520

$2M150K0.00%Q2 2026 11

Cetera Investment Advisers

CIK 0001666741

$1M115K0.00%Q2 2026 12

AMERIPRISE FINANCIAL INC

CIK 0000820027

$1M114K0.00%Q2 2026 13

ROBINSON CAPITAL MANAGEMENT, LLC

CIK 0001599795

$1M94K0.51%Q2 2026 14

ROYAL BANK OF CANADA

CIK 0001000275

$991K81K0.00%Q2 2026 15

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$854K69K0.00%Q2 2026 16

Clear Point Advisors Inc.

CIK 0002010474

$831K67K0.74%Q2 2026 17

OSAIC HOLDINGS, INC.

CIK 0001677044

$744K60K0.00%Q2 2026 18

Equitable Holdings, Inc.

CIK 0001333986

$607K49K0.00%Q2 2026 19

MELFA WEALTH MANAGEMENT, INC.

CIK 0001962465

$572K46K0.31%Q2 2026 20

Steward Partners Investment Advisory, LLC

CIK 0001723397

$550K45K0.00%Q2 2026

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