← All institutions
Institutional Holdings
MMUOwnership Summary
Institutions Holding
91
Total Shares Held
18,780,408
Total Value Held
$190,254,032
Quarter
2025-12-31
Active Positions
Increased Positions
2
1,547,546 shares
Decreased Positions
0
0 shares
Held Positions
0
0 shares
New Positions
89
17,232,862 shares
Sold Out Positions
0
0 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 376,788 | $3,933,667 | New position | 2025-12-31 | |
| MORGAN STANLEY | 4,092,453 | $42,725,231 | New position | 2025-12-31 | |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 2,729,554 | $28,496,543 | New position | 2025-12-31 | |
| BANK OF AMERICA CORP /DE/ | 1,546,311 | $16,143,491 | ▲ +272,573 | 2025-12-31 | |
| 1607 Capital Partners, LLC | 1,390,231 | $14,514,012 | New position | 2025-12-31 | |
| RAYMOND JAMES FINANCIAL INC | 1,060,923 | $11,076,036 | New position | 2025-12-31 | |
| GUGGENHEIM CAPITAL LLC | 839,687 | $8,766,332 | New position | 2025-12-31 | |
| Advisors Asset Management, Inc. | 592,613 | $6,186,880 | New position | 2025-12-31 | |
| ROBINSON CAPITAL MANAGEMENT, LLC | 592,100 | $6,181,524 | New position | 2025-12-31 | |
| Allianz Asset Management GmbH | 544,800 | $5,687,712 | New position | 2025-12-31 | |
| WELLS FARGO & COMPANY/MN | 454,895 | $4,749,107 | New position | 2025-12-31 | |
| Fiera Capital Corp | 452,673 | $4,725,906 | New position | 2025-12-31 | |
| Rareview Capital LLC | 318,812 | $3,156,239 | New position | 2025-12-31 | |
| Invesco Ltd. | 247,859 | $2,587,648 | New position | 2025-12-31 | |
| ENVESTNET ASSET MANAGEMENT INC | 221,993 | $2,317,604 | New position | 2025-12-31 | |
| HighTower Advisors, LLC | 185,111 | $1,932,559 | New position | 2025-12-31 | |
| ROYAL BANK OF CANADA | 158,446 | $1,654,000 | New position | 2025-12-31 | |
| UBS Group AG | 145,034 | $1,514,154 | New position | 2025-12-31 | |
| Rockefeller Capital Management L.P. | 144,294 | $1,506,434 | New position | 2025-12-31 | |
| LPL Financial LLC | 121,381 | $1,267,220 | New position | 2025-12-31 | |
| Steward Partners Investment Advisory, LLC | 120,286 | $1,255,781 | New position | 2025-12-31 | |
| OSAIC HOLDINGS, INC. | 113,195 | $1,181,781 | New position | 2025-12-31 | |
| PFG Investments, LLC | 111,474 | $1,163,796 | New position | 2025-12-31 | |
| Nuveen, LLC | 91,512 | $955,385 | New position | 2025-12-31 | |
| Traub Capital Management LLC | 75,855 | $791,926 | New position | 2025-12-31 | |
| Chicago Partners Investment Group LLC | 63,750 | $660,448 | New position | 2025-12-31 | |
| Closed-End Fund Advisors, Inc. | 62,541 | $652,928 | New position | 2025-12-31 | |
| AMERIPRISE FINANCIAL INC | 59,122 | $617,236 | New position | 2025-12-31 | |
| CARY STREET PARTNERS FINANCIAL LLC | 57,244 | $597,627 | New position | 2025-12-31 | |
| Merit Financial Group, LLC | 55,274 | $577,056 | New position | 2025-12-31 | |
| Lido Advisors, LLC | 46,337 | $481,655 | New position | 2025-12-31 | |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 45,666 | $476,748 | New position | 2025-12-31 | |
| Aviance Capital Partners, LLC | 44,865 | $468,386 | New position | 2025-12-31 | |
| World Investment Advisors | 44,459 | $464,153 | New position | 2025-12-31 | |
| TITLEIST ASSET MANAGEMENT, LLC | 43,751 | $456,760 | New position | 2025-12-31 | |
| Carson Advisory Inc. | 43,604 | $455,226 | New position | 2025-12-31 | |
| Compass Financial Group, INC/SD | 42,877 | $447,632 | New position | 2025-12-31 | |
| B. Riley Wealth Advisors, Inc. | 41,116 | $429,249 | New position | 2025-12-31 | |
| Cottage Street Advisors LLC | 40,000 | $417,600 | New position | 2025-12-31 | |
| JANE STREET GROUP, LLC | 38,680 | $403,819 | New position | 2025-12-31 | |
| STIFEL FINANCIAL CORP | 38,206 | $398,864 | New position | 2025-12-31 | |
| COMMONWEALTH EQUITY SERVICES, LLC | 37,688 | $393,460 | New position | 2025-12-31 | |
| Rock Point Advisors, LLC | 36,983 | $386,103 | New position | 2025-12-31 | |
| Burford Brothers, Inc. | 36,100 | $376,884 | New position | 2025-12-31 | |
| Orion Porfolio Solutions, LLC | 35,486 | $370,470 | New position | 2025-12-31 | |
| Ackerman Capital Advisors, LLC | 34,496 | $360,138 | New position | 2025-12-31 | |
| Fortitude Advisory Group L.L.C. | 31,754 | $331,512 | New position | 2025-12-31 | |
| VERUS CAPITAL PARTNERS, LLC | 30,000 | $313,200 | New position | 2025-12-31 | |
| Concurrent Investment Advisors, LLC | 28,914 | $301,862 | New position | 2025-12-31 | |
| MML INVESTORS SERVICES, LLC | 28,150 | $293,888 | New position | 2025-12-31 | |
| ACCREDITED INVESTOR SERVICES, LLC | 26,098 | $272,463 | New position | 2025-12-31 | |
| Stonebrook Private Inc. | 23,320 | $243,460 | New position | 2025-12-31 | |
| Prospera Financial Services Inc | 22,739 | $237,412 | New position | 2025-12-31 | |
| Providence First Trust Co | 20,103 | $209,875 | New position | 2025-12-31 | |
| ROTHSCHILD INVESTMENT LLC | 20,000 | $208,800 | New position | 2025-12-31 | |
| Mariner, LLC | 19,042 | $198,798 | New position | 2025-12-31 | |
| NewEdge Advisors, LLC | 18,441 | $192,524 | New position | 2025-12-31 | |
| J.W. COLE ADVISORS, INC. | 17,292 | $180,532 | New position | 2025-12-31 | |
| RFG Advisory, LLC | 16,899 | $176,426 | New position | 2025-12-31 | |
| FIRST TRUST ADVISORS LP | 16,899 | $176,425 | New position | 2025-12-31 | |
| Ashton Thomas Private Wealth, LLC | 16,500 | $172,260 | New position | 2025-12-31 | |
| MILLENNIUM MANAGEMENT LLC | 16,388 | $171,091 | New position | 2025-12-31 | |
| Global Retirement Partners, LLC | 15,642 | $163,302 | New position | 2025-12-31 | |
| HARBOUR INVESTMENTS, INC. | 14,959 | $156,173 | New position | 2025-12-31 | |
| Focus Partners Wealth | 14,777 | $154,028 | New position | 2025-12-31 | |
| Cetera Investment Advisers | 13,443 | $140,344 | New position | 2025-12-31 | |
| Equitable Holdings, Inc. | 12,696 | $132,546 | New position | 2025-12-31 | |
| Advisory Services Network, LLC | 12,338 | $128,812 | New position | 2025-12-31 | |
| TRUIST FINANCIAL CORP | 12,163 | $126,982 | New position | 2025-12-31 | |
| Altus Wealth Group LLC | 11,371 | $118,713 | New position | 2025-12-31 | |
| Cerity Partners LLC | 10,878 | $113,566 | New position | 2025-12-31 | |
| Moors & Cabot, Inc. | 10,549 | $110,130 | New position | 2025-12-31 | |
| HARMONY ASSET MANAGEMENT LLC | 10,500 | $109,620 | New position | 2025-12-31 | |
| Summit Trail Advisors, LLC | 10,474 | $109,349 | New position | 2025-12-31 | |
| D.A. DAVIDSON & CO. | 10,324 | $107,787 | New position | 2025-12-31 | |
| Pinnacle Wealth Planning Services, Inc. | 8,454 | $88,260 | New position | 2025-12-31 | |
| Elyxium Wealth, LLC | 6,644 | $69,359 | New position | 2025-12-31 | |
| COMERICA BANK | 6,339 | $66,179 | New position | 2025-12-31 | |
| US BANCORP \DE\ | 6,000 | $62,640 | New position | 2025-12-31 | |
| Kestra Advisory Services, LLC | 5,400 | $56,376 | New position | 2025-12-31 | |
| HOLLENCREST CAPITAL MANAGEMENT | 5,190 | $54,184 | New position | 2025-12-31 | |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 4,083 | $42,627 | New position | 2025-12-31 | |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3,307 | $34,525 | New position | 2025-12-31 | |
| WPG Advisers, LLC | 1,893 | $19,763 | New position | 2025-12-31 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,800 | $18,792 | New position | 2025-12-31 | |
| Kilter Group LLC | 1,235 | $12,893 | ▲ +26 | 2025-12-31 | |
| MAI Capital Management | 719 | $7,505 | New position | 2025-12-31 | |
| VAN ECK ASSOCIATES CORP | 400,567 | $4,182 | New position | 2025-12-31 | |
| Janney Montgomery Scott LLC | 59,049 | $616 | New position | 2025-12-31 | |
| COHEN & STEERS, INC. | 53,000 | $553 | New position | 2025-12-31 | |
| Cambridge Investment Research Advisors, Inc. | 27,550 | $288 | New position | 2025-12-31 |