← All institutions
Institutional Holdings
MUCOwnership Summary
Institutions Holding
88
Total Shares Held
26,909,883
Total Value Held
$283,100,797
Quarter
2025-12-31
Active Positions
Increased Positions
1
1,874,954 shares
Decreased Positions
0
0 shares
Held Positions
1
2,513 shares
New Positions
86
25,032,416 shares
Sold Out Positions
0
0 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 5,389,509 | $57,128,791 | New position | 2025-12-31 | |
| MORGAN STANLEY | 6,034,241 | $63,962,960 | New position | 2025-12-31 | |
| GUGGENHEIM CAPITAL LLC | 2,479,122 | $26,278,693 | New position | 2025-12-31 | |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 2,308,887 | $24,474,203 | New position | 2025-12-31 | |
| BANK OF AMERICA CORP /DE/ | 1,874,954 | $19,874,511 | ▲ +100,904 | 2025-12-31 | |
| Advisors Asset Management, Inc. | 1,351,242 | $14,323,165 | New position | 2025-12-31 | |
| MACKAY SHIELDS LLC | 981,326 | $10,402,056 | New position | 2025-12-31 | |
| WELLS FARGO & COMPANY/MN | 659,808 | $6,993,965 | New position | 2025-12-31 | |
| Fiera Capital Corp | 440,087 | $4,664,922 | New position | 2025-12-31 | |
| Sanctuary Advisors, LLC | 433,459 | $4,594,670 | New position | 2025-12-31 | |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 371,024 | $3,932,854 | New position | 2025-12-31 | |
| EVOKE WEALTH, LLC | 353,003 | $3,741,832 | New position | 2025-12-31 | |
| LPL Financial LLC | 350,574 | $3,716,082 | New position | 2025-12-31 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 342,568 | $3,643,699 | New position | 2025-12-31 | |
| UBS Group AG | 254,502 | $2,697,721 | New position | 2025-12-31 | |
| ROBINSON CAPITAL MANAGEMENT, LLC | 254,034 | $2,692,760 | New position | 2025-12-31 | |
| HOLLENCREST CAPITAL MANAGEMENT | 226,520 | $2,401,112 | New position | 2025-12-31 | |
| Ignite Planners, LLC | 194,025 | $2,138,156 | New position | 2025-12-31 | |
| ROYAL BANK OF CANADA | 136,307 | $1,445,000 | New position | 2025-12-31 | |
| Logan Stone Capital, LLC | 129,327 | $1,370,866 | New position | 2025-12-31 | |
| WESCAP Management Group, Inc. | 122,499 | $1,298,489 | New position | 2025-12-31 | |
| JANE STREET GROUP, LLC | 106,256 | $1,126,314 | New position | 2025-12-31 | |
| Cetera Investment Advisers | 100,408 | $1,064,330 | New position | 2025-12-31 | |
| Lido Advisors, LLC | 93,092 | $1,000,902 | New position | 2025-12-31 | |
| AXXCESS WEALTH MANAGEMENT, LLC | 84,030 | $890,718 | New position | 2025-12-31 | |
| CHANNEL WEALTH LLC | 81,734 | $866,376 | New position | 2025-12-31 | |
| Perennial Investment Advisors, LLC | 80,146 | $849,542 | New position | 2025-12-31 | |
| Matisse Capital | 78,600 | $833,160 | New position | 2025-12-31 | |
| PNC FINANCIAL SERVICES GROUP, INC. | 68,791 | $729,184 | New position | 2025-12-31 | |
| Alteri Wealth LLC | 68,089 | $721,743 | New position | 2025-12-31 | |
| RAYMOND JAMES FINANCIAL INC | 61,374 | $650,564 | New position | 2025-12-31 | |
| ENVESTNET ASSET MANAGEMENT INC | 59,710 | $632,926 | New position | 2025-12-31 | |
| Keystone Wealth Services, LLC | 49,064 | $520,078 | New position | 2025-12-31 | |
| OSAIC HOLDINGS, INC. | 46,962 | $497,796 | New position | 2025-12-31 | |
| IEQ CAPITAL, LLC | 46,353 | $491,341 | New position | 2025-12-31 | |
| COMMONWEALTH EQUITY SERVICES, LLC | 45,519 | $482,510 | New position | 2025-12-31 | |
| Destination Wealth Management | 44,865 | $475,569 | New position | 2025-12-31 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 44,017 | $466,580 | New position | 2025-12-31 | |
| Ballast Rock Private Wealth LLC | 41,953 | $444,703 | New position | 2025-12-31 | |
| Intellectus Partners, LLC | 40,614 | $430,510 | New position | 2025-12-31 | |
| WOLVERINE ASSET MANAGEMENT LLC | 38,219 | $405,121 | New position | 2025-12-31 | |
| Baird Financial Group, Inc. | 37,561 | $398,147 | New position | 2025-12-31 | |
| Steward Partners Investment Advisory, LLC | 35,545 | $376,777 | New position | 2025-12-31 | |
| OPPENHEIMER & CO INC | 33,977 | $360,156 | New position | 2025-12-31 | |
| BANK OF MONTREAL /CAN/ | 33,768 | $357,265 | New position | 2025-12-31 | |
| EVOLVE PRIVATE WEALTH, LLC | 31,796 | $337,038 | New position | 2025-12-31 | |
| READYSTATE ASSET MANAGEMENT LP | 31,674 | $335,744 | New position | 2025-12-31 | |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 31,405 | $332,893 | New position | 2025-12-31 | |
| Wellspring Financial Advisors, LLC | 31,194 | $330,656 | New position | 2025-12-31 | |
| STIFEL FINANCIAL CORP | 29,004 | $307,439 | New position | 2025-12-31 | |
| Equitable Holdings, Inc. | 27,607 | $292,634 | New position | 2025-12-31 | |
| RB Capital Management, LLC | 27,292 | $289,293 | New position | 2025-12-31 | |
| Rareview Capital LLC | 25,207 | $260,890 | New position | 2025-12-31 | |
| Indivisible Partners | 23,492 | $249,015 | New position | 2025-12-31 | |
| Vivaldi Capital Management LP | 23,025 | $244,065 | New position | 2025-12-31 | |
| Strategic Advocates LLC | 22,621 | $239,330 | New position | 2025-12-31 | |
| Marex Group plc | 20,400 | $216,240 | New position | 2025-12-31 | |
| Cerity Partners LLC | 19,083 | $202,280 | New position | 2025-12-31 | |
| Rockefeller Capital Management L.P. | 18,771 | $198,976 | New position | 2025-12-31 | |
| Corient Private Wealth LLC | 18,100 | $191,860 | New position | 2025-12-31 | |
| FIRST FOUNDATION ADVISORS | 17,946 | $190,228 | New position | 2025-12-31 | |
| Van Hulzen Asset Management, LLC | 17,382 | $184,249 | New position | 2025-12-31 | |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 16,550 | $175,430 | New position | 2025-12-31 | |
| Creative Planning | 16,494 | $174,835 | New position | 2025-12-31 | |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 15,010 | $159,102 | New position | 2025-12-31 | |
| Snowden Capital Advisors LLC | 13,677 | $144,980 | New position | 2025-12-31 | |
| MISSION WEALTH MANAGEMENT, LP | 13,350 | $141,507 | New position | 2025-12-31 | |
| Closed-End Fund Advisors, Inc. | 12,509 | $132,595 | New position | 2025-12-31 | |
| Golden State Equity Partners | 12,127 | $128,546 | New position | 2025-12-31 | |
| EP Wealth Advisors, LLC | 11,846 | $125,571 | New position | 2025-12-31 | |
| DECISION INVESTMENTS, INC | 10,401 | $110,251 | New position | 2025-12-31 | |
| Williams Jones Wealth Management, LLC. | 10,275 | $108,915 | New position | 2025-12-31 | |
| Summit Trail Advisors, LLC | 10,253 | $108,682 | New position | 2025-12-31 | |
| Pasadena Private Wealth, LLC | 10,000 | $106,000 | New position | 2025-12-31 | |
| Elyxium Wealth, LLC | 6,498 | $68,878 | New position | 2025-12-31 | |
| WFA of San Diego, LLC | 2,513 | $26,638 | Unchanged | 2025-12-31 | |
| LM Advisors LLC | 231 | $21,804 | New position | 2025-12-31 | |
| Atlantic Union Bankshares Corp | 1,939 | $20,554 | New position | 2025-12-31 | |
| US BANCORP \DE\ | 1,824 | $19,334 | New position | 2025-12-31 | |
| Ameritas Investment Partners, Inc. | 1,501 | $15,914 | New position | 2025-12-31 | |
| Pinnacle Wealth Planning Services, Inc. | 1,400 | $14,840 | New position | 2025-12-31 | |
| ROTHSCHILD INVESTMENT LLC | 1,260 | $13,357 | New position | 2025-12-31 | |
| MAI Capital Management | 1,257 | $13,325 | New position | 2025-12-31 | |
| Smartleaf Asset Management LLC | 1,100 | $11,638 | New position | 2025-12-31 | |
| COMERICA BANK | 395 | $4,187 | New position | 2025-12-31 | |
| SIT INVESTMENT ASSOCIATES INC | 126,740 | $1,343 | New position | 2025-12-31 | |
| WEDBUSH SECURITIES INC | 74,857 | $793 | New position | 2025-12-31 | |
| HRT FINANCIAL LP | 12,212 | $129 | New position | 2025-12-31 |