AI Holders Summary · Q1 2026

93 institutions reported PMO in Q1 2026. Advisors Asset Management, Inc. leads at 10.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

Advisors Asset Management, Inc.

CIK 0001297376

$7M694K0.12%Q1 2026 02

RIVERNORTH CAPITAL MANAGEMENT, LLC

CIK 0001447578

$7M686K0.35%Q1 2026 03

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$6M599K0.05%Q1 2026 04

ROBINSON CAPITAL MANAGEMENT, LLC

CIK 0001599795

$6M578K2.50%Q1 2026 05

Hennion & Walsh Asset Management, Inc.

CIK 0001861642

$6M551K0.17%Q2 2026 06

MELFA WEALTH MANAGEMENT, INC.

CIK 0001962465

$5M460K2.61%Q2 2026 07

MORGAN STANLEY

CIK 0000895421

$4M435K0.00%Q1 2026 08

1607 Capital Partners, LLC

CIK 0001436866

$3M311K0.23%Q1 2026 09

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$3M308K0.00%Q1 2026 10

WELLS FARGO & COMPANY/MN

CIK 0000072971

$3M293K0.00%Q1 2026 11

VAN ECK ASSOCIATES CORP

CIK 0000869178

$3M254K0.00%Q1 2026 12

Pathstone Holdings, LLC

CIK 0002011612

$3M246K0.01%Q1 2026 13

AMERIPRISE FINANCIAL INC

CIK 0000820027

$2M215K0.00%Q1 2026 14

Invesco Ltd.

CIK 0000914208

$2M195K0.00%Q1 2026 15

LPL Financial LLC

CIK 0001403438

$2M184K0.00%Q1 2026 16

COHEN & STEERS, INC.

CIK 0001284812

$2M169K0.00%Q1 2026 17

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$2M163K0.00%Q1 2026 18

BANK OF AMERICA CORP /DE/

CIK 0000070858

$2M153K0.00%Q1 2026 19

Allspring Global Investments Holdings, LLC

CIK 0001890906

$2M150K0.00%Q1 2026 20

Worthington Financial Partners, LLC

CIK 0002111427

$1M135K1.18%Q2 2026

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