Karpus Management, Inc.

Institutional investor profile sourced from SEC Form 13F-HR filings, parsed and aggregated by FilingIQ.

Total AUM
$3.26B
13F filings
4
Latest filing
Feb 17, 2026

Top 10 holdings

VOO $265.22M
8.15% of AUM
BLV $136.58M
4.19% of AUM
BTT $105.40M
3.24% of AUM
MHD $99.68M
3.06% of AUM
VB $86.34M
2.65% of AUM
IVV $72.51M
2.23% of AUM
VWO $69.57M
2.14% of AUM
FINS $68.05M
2.09% of AUM
VEU $67.91M
2.09% of AUM
XWIAX $67.35M
2.07% of AUM

About this filer

FilingIQ has indexed 4 quarterly Form 13F filings from Karpus Management, Inc.. Reported assets under management total $3.26B.

View live Karpus Management, Inc. filings on FilingIQ Raw 13F on SEC EDGAR

Frequently asked

How much does Karpus Management, Inc. have under management?
Per Karpus Management, Inc.'s most recent SEC Form 13F filing dated Feb 17, 2026, total assets under management are $3.26B. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has Karpus Management, Inc. submitted?
FilingIQ has indexed 4 quarterly Form 13F filings from Karpus Management, Inc.. Filings are due 45 days after quarter-end.
Where does Karpus Management, Inc.'s holdings data come from?
Every position shown on this page sources back to Karpus Management, Inc.'s public SEC Form 13F-HR filing. The raw filing is on EDGAR at the link below. FilingIQ normalizes ticker mapping and computes percent-of-AUM at filing date.

Methodology & sources

All 13F data parsed from public SEC Form 13F-HR XML filings. AUM is the sum of reported position values at filing date. See methodology. Compiled by Thomas Kraaibeek. Not investment advice; see disclaimer.