AI Holders Summary · Q2 2026

93 institutions reported PMM in Q2 2026. RAYMOND JAMES FINANCIAL INC leads at 14.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$8M1.2M0.00%Q2 2026 02

Hennion & Walsh Asset Management, Inc.

CIK 0001861642

$8M1.2M0.22%Q2 2026 03

WELLS FARGO & COMPANY/MN

CIK 0000072971

$7M1.1M0.00%Q2 2026 04

Advisors Asset Management, Inc.

CIK 0001297376

$5M845K0.09%Q1 2026 05

MORGAN STANLEY

CIK 0000895421

$5M789K0.00%Q2 2026 06

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$5M754K0.03%Q2 2026 07

ROBINSON CAPITAL MANAGEMENT, LLC

CIK 0001599795

$3M423K1.22%Q2 2026 08

VAN ECK ASSOCIATES CORP

CIK 0000869178

$3M399K0.00%Q2 2026 09

Invesco Ltd.

CIK 0000914208

$3M396K0.00%Q2 2026 10

AMERIPRISE FINANCIAL INC

CIK 0000820027

$2M339K0.00%Q2 2026 11

LPL Financial LLC

CIK 0001403438

$1M224K0.00%Q2 2026 12

&PARTNERS

CIK 0000107136

$771K118K0.00%Q2 2026 13

BANK OF AMERICA CORP /DE/

CIK 0000070858

$694K106K0.00%Q2 2026 14

G2 CAPITAL MANAGEMENT, LLC / OH

CIK 0001910858

$663K101K0.14%Q2 2026 15

RIVERNORTH CAPITAL MANAGEMENT, LLC

CIK 0001447578

$662K108K0.03%Q1 2026 16

MELFA WEALTH MANAGEMENT, INC.

CIK 0001962465

$626K96K0.34%Q2 2026 17

Thomas J. Herzfeld Advisors, Inc.

CIK 0001509510

$588K90K0.18%Q2 2026 18

ROYAL BANK OF CANADA

CIK 0001000275

$565K86K0.00%Q2 2026 19

UBS Group AG

CIK 0001610520

$492K75K0.00%Q2 2026 20

OSAIC HOLDINGS, INC.

CIK 0001677044

$490K75K0.00%Q2 2026

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