AI Holders Summary · Q1 2026

161 institutions reported PML in Q1 2026. Bramshill Investments, LLC leads at 24.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

Bramshill Investments, LLC

CIK 0001619899

$57M7.6M4.94%Q1 2026 02

RIVERNORTH CAPITAL MANAGEMENT, LLC

CIK 0001447578

$32M4.3M1.61%Q1 2026 03

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$20M2.6M0.15%Q1 2026 04

MORGAN STANLEY

CIK 0000895421

$13M1.7M0.00%Q1 2026 05

Hennion & Walsh Asset Management, Inc.

CIK 0001861642

$13M1.7M0.36%Q2 2026 06

TORONTO DOMINION BANK

CIK 0000947263

$13M1.7M0.02%Q1 2026 07

WELLS FARGO & COMPANY/MN

CIK 0000072971

$11M1.4M0.00%Q1 2026 08

Wagner Wealth Management, LLC

CIK 0001728657

$10M1.4M1.94%Q2 2026 09

Arkadios Wealth Advisors

CIK 0001800798

$8M1.1M0.13%Q1 2026 10

VAN ECK ASSOCIATES CORP

CIK 0000869178

$8M1.0M0.01%Q1 2026 11

Allspring Global Investments Holdings, LLC

CIK 0001890906

$7M881K0.01%Q1 2026 12

BANK OF AMERICA CORP /DE/

CIK 0000070858

$6M830K0.00%Q1 2026 13

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$6M789K0.00%Q1 2026 14

Advisors Asset Management, Inc.

CIK 0001297376

$6M750K0.09%Q1 2026 15

Gridiron Partners, LLC

CIK 0001910867

$5M637K2.95%Q1 2026 16

Cetera Investment Advisers

CIK 0001666741

$5M598K0.00%Q1 2026 17

UBS Group AG

CIK 0001610520

$4M576K0.00%Q1 2026 18

OSAIC HOLDINGS, INC.

CIK 0001677044

$4M563K0.01%Q1 2026 19

STIFEL FINANCIAL CORP

CIK 0000720672

$4M541K0.00%Q1 2026 20

GenTrust, LLC

CIK 0001697110

$4M508K0.17%Q1 2026

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