AI Holders Summary · Q1 2026

133 institutions reported ACP in Q1 2026. MORGAN STANLEY leads at 41.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$64M12.6M0.00%Q1 2026 02

Penserra Capital Management LLC

CIK 0001593324

$17M3.4M0.20%Q1 2026 03

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$17M3.3M0.13%Q1 2026 04

SIT INVESTMENT ASSOCIATES INC

CIK 0000769317

$16M3.2M0.33%Q1 2026 05

ABSOLUTE INVESTMENT ADVISERS, LLC

CIK 0001316187

$5M1.0M0.62%Q1 2026 06

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

CIK 0001818604

$5M959K0.34%Q1 2026 07

COHEN & STEERS, INC.

CIK 0001284812

$4M706K0.01%Q1 2026 08

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$3M611K0.00%Q1 2026 09

LPL Financial LLC

CIK 0001403438

$3M590K0.00%Q1 2026 10

KENNEDY INVESTMENT GROUP

CIK 0001978005

$3M529K1.06%Q1 2026 11

UBS Group AG

CIK 0001610520

$2M486K0.00%Q1 2026 12

RIVERNORTH CAPITAL MANAGEMENT, LLC

CIK 0001447578

$2M483K0.12%Q1 2026 13

Quarry LP

CIK 0001965207

$2M432K0.40%Q1 2026 14

THRIVENT FINANCIAL FOR LUTHERANS

CIK 0000314984

$2M404K0.00%Q1 2026 15

1607 Capital Partners, LLC

CIK 0001436866

$2M388K0.14%Q1 2026 16

OSAIC HOLDINGS, INC.

CIK 0001677044

$2M348K0.00%Q1 2026 17

Shaker Financial Services, LLC

CIK 0001511794

$2M326K0.58%Q1 2026 18

Capital Investment Advisors, LLC

CIK 0001582732

$1M236K0.02%Q1 2026 19

KINGSWOOD WEALTH ADVISORS, LLC

CIK 0001987855

$1M204K0.05%Q1 2026 20

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$1M198K0.00%Q1 2026

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