AI Holders Summary · Q2 2026

124 institutions reported ACP in Q2 2026. MORGAN STANLEY leads at 44.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$69M13.3M0.00%Q2 2026 02

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$18M3.4M0.11%Q2 2026 03

Penserra Capital Management LLC

CIK 0001593324

$17M3.4M0.20%Q1 2026 04

SIT INVESTMENT ASSOCIATES INC

CIK 0000769317

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

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

CIK 0001818604

$5M1.0M0.32%Q2 2026 06

COHEN & STEERS, INC.

CIK 0001284812

$4M706K0.01%Q1 2026 07

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$3M605K0.00%Q2 2026 08

LPL Financial LLC

CIK 0001403438

$3M533K0.00%Q2 2026 09

RIVERNORTH CAPITAL MANAGEMENT, LLC

CIK 0001447578

$2M483K0.12%Q1 2026 10

KENNEDY INVESTMENT GROUP

CIK 0001978005

$2M467K0.82%Q2 2026 11

Shaker Financial Services, LLC

CIK 0001511794

$2M441K0.72%Q2 2026 12

OSAIC HOLDINGS, INC.

CIK 0001677044

$2M405K0.00%Q2 2026 13

THRIVENT FINANCIAL FOR LUTHERANS

CIK 0000314984

$2M404K0.00%Q1 2026 14

1607 Capital Partners, LLC

CIK 0001436866

$2M388K0.14%Q1 2026 15

UBS Group AG

CIK 0001610520

$1M262K0.00%Q2 2026 16

Capital Investment Advisors, LLC

CIK 0001582732

$1M218K0.01%Q2 2026 17

NewEdge Advisors, LLC

CIK 0001633516

$1M200K0.00%Q2 2026 18

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$1M198K0.00%Q1 2026 19

Arlington Capital Management, Inc.

CIK 0001606507

$902K173K0.56%Q2 2026 20

ROYAL BANK OF CANADA

CIK 0001000275

$858K165K0.00%Q2 2026

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