Who Owns MUNY (MUNY)? -- Institutional Holders (2026-06-30)

Name: MUNY (MUNY) Institutional Holders (2026-06-30)
Creator: ko.io

64 institutions reported holding $117.6M of MUNY (MUNY) in SEC 13F filings for 2026-06-30. Largest institutional holders: Bridgewater Advisors Inc. ($29.2M), Francis Financial, Inc. ($17.7M), WNY Asset Management, LLC ($8.5M), IEQ CAPITAL, LLC ($8.0M), OGOREK ANTHONY JOSEPH /NY/ /ADV ($6.0M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Bridgewater Advisors Inc.	$29.2M	287,315	Added
2	Francis Financial, Inc.	$17.7M	170,398	Added
3	WNY Asset Management, LLC	$8.5M	81,565	Added
4	IEQ CAPITAL, LLC	$8.0M	77,012	Trimmed
5	OGOREK ANTHONY JOSEPH /NY/ /ADV	$6.0M	57,890	Added
6	Rialto Wealth Management, LLC	$4.4M	42,042	Added
7	GUGGENHEIM CAPITAL LLC	$4.2M	40,706	Added
8	Savvy Advisors, Inc.	$3.4M	32,273	New
9	HighTower Advisors, LLC	$3.0M	28,642	Trimmed
10	Tortoise Investment Management, LLC	$2.6M	25,410	Trimmed
11	Rise Advisors, LLC	$2.4M	22,643	Trimmed
12	BANK OF AMERICA CORP /DE/	$2.2M	21,115	Added
13	SATOVSKY ASSET MANAGEMENT LLC	$2.1M	20,615	Added
14	Arax Advisory Partners	$2.0M	19,456	New
15	COMMONWEALTH EQUITY SERVICES, LLC	$1.8M	16,875	Added
16	LPL Financial LLC	$1.7M	16,252	Added
17	Hennion & Walsh Asset Management, Inc.	$1.4M	13,842	Added
18	Family Management Corp	$999,440	9,610	New
19	Prospect Financial Services LLC	$960,374	9,234	New
20	LifeGoal Investments, LLC	$887,784	8,536	Added
21	Creative Planning	$849,680	8,170	Hold
22	Richard C. Young & CO., LTD.	$702,809	6,758	New
23	Joel Isaacson & Co., LLC	$617,818	5,941	Added
24	CHATHAM CAPITAL GROUP, INC.	$613,600	5,900	Added
25	Crestwood Advisors Group, LLC	$613,080	5,895	Trimmed

来源：SEC 13F 申报文件 · 截至 2026-06-30