Who owns MUNY?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.
Institutional ownership of MUNY from SEC Form 13F filings across 35 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 35 institutions disclosed 524,439 shares of MUNY worth $54.5M; the largest disclosed holder is Francis Financial, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
35
13F holders
$54.5M
value, 2026 filers
524,439
shares disclosed
17
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of MUNY's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Francis Financial, Inc. | 170,398 | $17.7M | 2.9% | — | +13.9% |
| 2 | IEQ CAPITAL, LLC | 77,012 | $8.0M | 0.0% | — | -6.5% |
| 3 | Rialto Wealth Management, LLC | 42,042 | $4.4M | 0.9% | — | +64.0% |
| 4 | Savvy Advisors, Inc.NEW | 32,273 | $3.4M | 0.1% | — | new |
| 5 | HighTower Advisors, LLC | 28,642 | $3.0M | 0.0% | — | -9.1% |
| 6 | BANK OF AMERICA CORP /DE/ | 21,115 | $2.2M | 0.0% | — | +54.5% |
| 7 | Arax Advisory PartnersNEW | 19,456 | $2.0M | 0.0% | — | new |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 16,875 | $1.8M | 0.0% | — | +7.4% |
| 9 | LPL Financial LLC | 16,252 | $1.7M | 0.0% | — | +143.0% |
| 10 | Family Manage LLCNEW | 9,610 | $999,440 | 0.1% | — | new |
| 11 | Prospect Financial Services LLCNEW | 9,234 | $960,374 | 0.5% | — | new |
| 12 | Creative Planning | 8,170 | $849,680 | 0.0% | — | 0.0% |
| 13 | Crestwood Advisors Group, LLC | 5,895 | $613,080 | 0.0% | — | -14.3% |
| 14 | MERCER GLOBAL ADVISORS INC /ADV | 5,823 | $605,592 | 0.0% | — | -5.1% |
| 15 | RAYMOND JAMES FINANCIAL INC | 5,750 | $598,000 | 0.0% | — | +21.1% |
| 16 | Graney & King, LLC | 5,580 | $580,342 | 0.2% | — | +12.8% |
| 17 | Main Street Financial Solutions, LLCNEW | 5,345 | $555,848 | 0.0% | — | new |
| 18 | Bell Investment Advisors, Inc | 4,783 | $497,417 | 0.1% | — | +0.8% |
| 19 | OLD MISSION CAPITAL LLCNEW | 4,731 | $492,024 | 0.0% | — | new |
| 20 | Parallel Advisors, LLC | 4,461 | $463,944 | 0.0% | — | +1493.2% |
| 21 | Quantinno Capital Management LPNEW | 4,272 | $444,288 | 0.0% | — | new |
| 22 | SageView Advisory Group, LLCNEW | 4,182 | $434,928 | 0.0% | — | new |
| 23 | Wealthspire Advisors, LLC | 4,119 | $428,376 | 0.0% | — | 0.0% |
| 24 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONEW | 3,851 | $400,504 | 0.0% | — | new |
| 25 | Strategic Advisors LLCNEW | 3,213 | $334,152 | 0.1% | — | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.