AI Holders Summary · Q2 2026

164 institutions reported PML in Q2 2026. Bramshill Investments, LLC leads at 24.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

Bramshill Investments, LLC

CIK 0001619899

$59M7.8M4.52%Q2 2026 02

RIVERNORTH CAPITAL MANAGEMENT, LLC

CIK 0001447578

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

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$21M2.7M0.13%Q2 2026 04

MORGAN STANLEY

CIK 0000895421

$14M1.9M0.00%Q2 2026 05

Hennion & Walsh Asset Management, Inc.

CIK 0001861642

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

TORONTO DOMINION BANK

CIK 0000947263

$12M1.6M0.01%Q2 2026 07

Wagner Wealth Management, LLC

CIK 0001728657

$10M1.4M1.94%Q2 2026 08

WELLS FARGO & COMPANY/MN

CIK 0000072971

$10M1.4M0.00%Q2 2026 09

Allspring Global Investments Holdings, LLC

CIK 0001890906

$9M1.1M0.01%Q2 2026 10

BANK OF AMERICA CORP /DE/

CIK 0000070858

$8M1.1M0.00%Q2 2026 11

VAN ECK ASSOCIATES CORP

CIK 0000869178

$8M1.1M0.01%Q2 2026 12

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$7M924K0.00%Q2 2026 13

ROBINSON CAPITAL MANAGEMENT, LLC

CIK 0001599795

$7M857K2.88%Q2 2026 14

Gridiron Partners, LLC

CIK 0001910867

$6M831K3.32%Q2 2026 15

Advisors Asset Management, Inc.

CIK 0001297376

$6M750K0.09%Q1 2026 16

Cetera Investment Advisers

CIK 0001666741

$5M620K0.00%Q2 2026 17

GenTrust, LLC

CIK 0001697110

$5M607K0.18%Q2 2026 18

STIFEL FINANCIAL CORP

CIK 0000720672

$4M559K0.00%Q2 2026 19

LPL Financial LLC

CIK 0001403438

$4M552K0.00%Q2 2026 20

UBS Group AG

CIK 0001610520

$4M492K0.00%Q2 2026

Page 1 of 9

144 more holders available. Log in →