AI Holders Summary · Q1 2026

109 institutions reported RMT in Q1 2026. Saba Capital Management, L.P. leads at 17.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

Saba Capital Management, L.P.

CIK 0001510281

$34M3.0M0.93%Q1 2026 02

MORGAN STANLEY

CIK 0000895421

$30M2.6M0.00%Q1 2026 03

LPL Financial LLC

CIK 0001403438

$12M1.1M0.00%Q1 2026 04

Modern Wealth Management, LLC

CIK 0002001900

$12M1.0M0.20%Q1 2026 05

Allspring Global Investments Holdings, LLC

CIK 0001890906

$11M1.0M0.02%Q1 2026 06

Alexander Randolph Advisory, Inc.

CIK 0000874816

$11M981K9.56%Q1 2026 07

RIVERNORTH CAPITAL MANAGEMENT, LLC

CIK 0001447578

$10M899K0.51%Q1 2026 08

UBS Group AG

CIK 0001610520

$10M865K0.00%Q1 2026 09

FLAGSHIP HARBOR ADVISORS, LLC

CIK 0001691766

$8M546K0.31%Q2 2026 10

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

CIK 0001352860

$7M632K1.03%Q1 2026 11

WELLS FARGO & COMPANY/MN

CIK 0000072971

$7M595K0.00%Q1 2026 12

BANK OF AMERICA CORP /DE/

CIK 0000070858

$6M573K0.00%Q1 2026 13

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

CIK 0001238990

$6M546K0.36%Q1 2026 14

Mraz, Amerine & Associates, Inc.

CIK 0001542324

$5M346K0.73%Q2 2026 15

Shaker Financial Services, LLC

CIK 0001511794

$4M288K1.32%Q2 2026 16

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$4M330K0.00%Q1 2026 17

FCA CORP /TX

CIK 0001166402

$4M313K1.00%Q1 2026 18

LAZARD ASSET MANAGEMENT LLC

CIK 0001207017

$3M300K0.01%Q1 2026 19

Altium Capital Management LLC

CIK 0001746382

$3M243K6.54%Q1 2026 20

ROYAL BANK OF CANADA

CIK 0001000275

$2M212K0.00%Q1 2026

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