← All institutions
Institutional Holdings
MHDOwnership Summary
Institutions Holding
104
Total Shares Held
26,454,430
Total Value Held
$299,367,794
Quarter
2025-12-31
Active Positions
Increased Positions
4
186,952 shares
Decreased Positions
2
704,270 shares
Held Positions
3
246,831 shares
New Positions
93
25,316,377 shares
Sold Out Positions
2
41,695 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 8,490,550 | $99,679,053 | New position | 2025-12-31 | |
| TORONTO DOMINION BANK | 1,383,852 | $16,467,839 | New position | 0.02% | 2026-06-30 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 371,247 | $4,358,440 | New position | 2025-12-31 | |
| AMERIPRISE FINANCIAL INC | 46,564 | $546,664 | New position | 2025-12-31 | |
| Callahan Advisors, LLC | 236,644 | $2,816,064 | Unchanged | 0.21% | 2026-06-30 |
| Bank of New York Mellon Corp | 117,950 | $1,384,730 | New position | 2025-12-31 | |
| RICHARDS, MERRILL & PETERSON, INC. | 17,459 | $207,762 | New position | 0.07% | 2026-06-30 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 10,181 | $125,328 | Unchanged | 0.03% | 2026-06-30 |
| First Bancorp, Inc /ME/ | 3,535 | $42,067 | New position | 0.02% | 2026-06-30 |
| JPMORGAN CHASE & CO | 2,669 | $31,520 | ▲ +2,545 | 0.00% | 2026-06-30 |
| Pinnacle Bancorp, Inc. | 1,975 | $23,503 | ▼ -1,400 | 0.01% | 2026-06-30 |
| WEDBUSH SECURITIES INC | 144,392 | $1,603 | ▲ +6,313 | 0.04% | 2026-06-30 |
| Cambridge Investment Research Advisors, Inc. | 44,059 | $517 | New position | 2025-12-31 | |
| Covestor Ltd | 6 | $0 | Unchanged | 0.00% | 2026-06-30 |
| VAN ECK ASSOCIATES CORP | 433,519 | $5,090 | New position | 2025-12-31 | |
| Integrated Wealth Concepts LLC | 0 | $0 | Sold out | 2026-06-30 | |
| DECISION INVESTMENTS, INC | 0 | $0 | Sold out | 2026-06-30 | |
| PRIVATE TRUST CO NA | 4,000 | $46,960 | New position | 2025-12-31 | |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 4,172,151 | $48,981,052 | New position | 2025-12-31 | |
| MACKAY SHIELDS LLC | 2,166,270 | $25,432,010 | New position | 2025-12-31 | |
| GUGGENHEIM CAPITAL LLC | 1,166,799 | $13,698,220 | New position | 2025-12-31 | |
| Pathstone Holdings, LLC | 1,030,141 | $12,093,862 | New position | 2025-12-31 | |
| MORGAN STANLEY | 936,680 | $10,996,641 | New position | 2025-12-31 | |
| BANK OF AMERICA CORP /DE/ | 702,295 | $8,244,938 | ▼ -43,912 | 2025-12-31 | |
| Advisors Asset Management, Inc. | 644,275 | $7,563,789 | New position | 2025-12-31 | |
| Fiera Capital Corp | 405,749 | $4,763,493 | New position | 2025-12-31 | |
| Rareview Capital LLC | 398,623 | $4,464,574 | New position | 2025-12-31 | |
| LPL Financial LLC | 293,842 | $3,449,705 | New position | 2025-12-31 | |
| ROBINSON CAPITAL MANAGEMENT, LLC | 279,885 | $3,285,850 | New position | 2025-12-31 | |
| Invesco Ltd. | 217,664 | $2,555,375 | New position | 2025-12-31 | |
| PNC FINANCIAL SERVICES GROUP, INC. | 201,564 | $2,366,362 | New position | 2025-12-31 | |
| WELLS FARGO & COMPANY/MN | 196,691 | $2,309,146 | New position | 2025-12-31 | |
| Compass Financial Group, INC/SD | 193,664 | $2,273,611 | New position | 2025-12-31 | |
| M&T BANK CORP | 46,260 | $2,247,533 | New position | 2025-12-31 | |
| ENVESTNET ASSET MANAGEMENT INC | 124,283 | $1,459,084 | New position | 2025-12-31 | |
| RAYMOND JAMES FINANCIAL INC | 85,673 | $1,005,795 | New position | 2025-12-31 | |
| ROYAL BANK OF CANADA | 76,653 | $901,000 | New position | 2025-12-31 | |
| NewEdge Advisors, LLC | 68,984 | $809,864 | New position | 2025-12-31 | |
| OPPENHEIMER & CO INC | 63,780 | $748,777 | New position | 2025-12-31 | |
| Ackerman Capital Advisors, LLC | 60,801 | $713,804 | New position | 2025-12-31 | |
| HighTower Advisors, LLC | 54,847 | $643,899 | New position | 2025-12-31 | |
| Wellspring Financial Advisors, LLC | 53,991 | $633,854 | New position | 2025-12-31 | |
| Baird Financial Group, Inc. | 49,753 | $584,100 | New position | 2025-12-31 | |
| Logan Stone Capital, LLC | 47,359 | $555,995 | New position | 2025-12-31 | |
| Verdence Capital Advisors LLC | 45,639 | $535,807 | New position | 2025-12-31 | |
| Westchester Capital Management, LLC | 43,988 | $516,419 | New position | 2025-12-31 | |
| Scarborough Advisors, LLC | 38,796 | $455,465 | ▲ +887 | 2025-12-31 | |
| Palogic Value Management, L.P. | 37,608 | $441,518 | New position | 2025-12-31 | |
| UBS Group AG | 37,446 | $439,616 | New position | 2025-12-31 | |
| STIFEL FINANCIAL CORP | 35,598 | $417,919 | New position | 2025-12-31 | |
| Garden State Investment Advisory Services LLC | 34,122 | $400,592 | New position | 2025-12-31 | |
| GOLDMAN SACHS GROUP INC | 32,536 | $381,973 | New position | 2025-12-31 | |
| River Street Advisors LLC | 27,842 | $326,866 | New position | 2025-12-31 | |
| Aviance Capital Partners, LLC | 27,504 | $322,894 | New position | 2025-12-31 | |
| Nuveen, LLC | 26,853 | $315,251 | New position | 2025-12-31 | |
| WESBANCO BANK INC | 26,498 | $311,087 | New position | 2025-12-31 | |
| ALLIANCEBERNSTEIN L.P. | 24,908 | $292,420 | New position | 2025-12-31 | |
| ProVise Management Group, LLC | 24,384 | $286,268 | New position | 2025-12-31 | |
| Everstar Asset Management, LLC | 23,400 | $274,716 | New position | 2025-12-31 | |
| Fortitude Advisory Group L.L.C. | 23,124 | $271,476 | New position | 2025-12-31 | |
| JANE STREET GROUP, LLC | 22,874 | $268,541 | New position | 2025-12-31 | |
| KIM, LLC | 22,805 | $267,731 | New position | 2025-12-31 | |
| TOTAL INVESTMENT MANAGEMENT INC | 20,503 | $240,706 | New position | 2025-12-31 | |
| MILLENNIUM MANAGEMENT LLC | 20,271 | $237,982 | New position | 2025-12-31 | |
| Cetera Investment Advisers | 18,618 | $218,573 | New position | 2025-12-31 | |
| Pettinga Financial Advisors LLC | 17,175 | $201,635 | New position | 2025-12-31 | |
| Mariner, LLC | 16,886 | $198,242 | New position | 2025-12-31 | |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 16,870 | $198,054 | New position | 2025-12-31 | |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 16,797 | $197,196 | New position | 2025-12-31 | |
| Focus Partners Wealth | 16,669 | $195,703 | New position | 2025-12-31 | |
| Steward Partners Investment Advisory, LLC | 15,095 | $177,215 | New position | 2025-12-31 | |
| Empirical Asset Management, LLC | 14,856 | $174,409 | New position | 2025-12-31 | |
| BALYASNY ASSET MANAGEMENT L.P. | 14,768 | $173,376 | New position | 2025-12-31 | |
| Indivisible Partners | 14,107 | $165,621 | New position | 2025-12-31 | |
| OSAIC HOLDINGS, INC. | 13,945 | $163,724 | New position | 2025-12-31 | |
| Private Advisor Group, LLC | 12,544 | $147,267 | New position | 2025-12-31 | |
| SFMG, LLC | 12,093 | $141,972 | New position | 2025-12-31 | |
| TRUIST FINANCIAL CORP | 11,814 | $138,696 | New position | 2025-12-31 | |
| Essex Financial Services, Inc. | 11,500 | $135,010 | New position | 2025-12-31 | |
| &PARTNERS | 11,311 | $132,791 | New position | 2025-12-31 | |
| Closed-End Fund Advisors, Inc. | 10,831 | $127,156 | New position | 2025-12-31 | |
| World Investment Advisors | 10,249 | $120,324 | New position | 2025-12-31 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,013 | $117,553 | New position | 2025-12-31 | |
| Plancorp, LLC | 10,000 | $117,400 | New position | 2025-12-31 | |
| INSIGNEO ADVISORY SERVICES, LLC | 10,000 | $117,400 | New position | 2025-12-31 | |
| US BANCORP \DE\ | 7,725 | $90,692 | New position | 2025-12-31 | |
| Elyxium Wealth, LLC | 5,923 | $69,540 | New position | 2025-12-31 | |
| Kestra Advisory Services, LLC | 5,339 | $62,676 | New position | 2025-12-31 | |
| Camelot Portfolios, LLC | 5,288 | $62,081 | New position | 2025-12-31 | |
| Global Retirement Partners, LLC | 4,817 | $56,552 | New position | 2025-12-31 | |
| Rockefeller Capital Management L.P. | 4,000 | $46,960 | New position | 2025-12-31 | |
| Pinnacle Wealth Planning Services, Inc. | 2,106 | $24,724 | New position | 2025-12-31 | |
| Allworth Financial LP | 1,305 | $15,321 | New position | 2025-12-31 | |
| Kilter Group LLC | 1,095 | $12,855 | ▲ +22 | 2025-12-31 | |
| Atlantic Union Bankshares Corp | 823 | $9,663 | New position | 2025-12-31 | |
| CIBC Private Wealth Group LLC | 700 | $8,218 | New position | 2025-12-31 | |
| WPG Advisers, LLC | 583 | $6,844 | New position | 2025-12-31 | |
| BROWN BROTHERS HARRIMAN & CO | 437 | $5,130 | New position | 2025-12-31 | |
| SIT INVESTMENT ASSOCIATES INC | 331,967 | $3,897 | New position | 2025-12-31 | |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 300 | $3,522 | New position | 2025-12-31 | |
| HARBOUR INVESTMENTS, INC. | 196 | $2,301 | New position | 2025-12-31 | |
| COHEN & STEERS, INC. | 150,447 | $1,766 | New position | 2025-12-31 | |
| COMERICA BANK | 85 | $1,001 | New position | 2025-12-31 | |
| BESSEMER GROUP INC | 1,175 | $14 | New position | 2025-12-31 |