AI Holders Summary · Q2 2026

41 institutions reported ACV in Q2 2026. WELLS FARGO & COMPANY/MN leads at 23.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

WELLS FARGO & COMPANY/MN

CIK 0000072971

$13M462K0.00%Q2 2026 02

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$9M322K0.06%Q2 2026 03

Advisors Asset Management, Inc.

CIK 0001297376

$6M267K0.11%Q1 2026 04

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$4M155K0.00%Q2 2026 05

LPL Financial LLC

CIK 0001403438

$4M144K0.00%Q2 2026 06

BANK OF AMERICA CORP /DE/

CIK 0000070858

$3M102K0.00%Q2 2026 07

MORGAN STANLEY

CIK 0000895421

$3M91K0.00%Q2 2026 08

Emissary Wealth LLC

CIK 0002107252

$2M81K1.74%Q2 2026 09

ROYAL BANK OF CANADA

CIK 0001000275

$2M74K0.00%Q2 2026 10

OSAIC HOLDINGS, INC.

CIK 0001677044

$2M55K0.00%Q2 2026 11

WOLVERINE ASSET MANAGEMENT LLC

CIK 0001279891

$1M51K0.01%Q2 2026 12

PMG Family Office LLC

CIK 0002102299

$1M44K1.14%Q2 2026 13

WORLD EQUITY GROUP, INC.

CIK 0000878770

$1M46K0.46%Q3 2026 14

Gilliland Jeter Wealth Management LLC

CIK 0002009886

$702K25K0.18%Q2 2026 15

MCDONALD PARTNERS LLC

CIK 0001331074

$700K25K0.17%Q2 2026 16

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$690K24K0.00%Q2 2026 17

STIFEL FINANCIAL CORP

CIK 0000720672

$630K22K0.00%Q2 2026 18

Apollon Wealth Management, LLC

CIK 0001764387

$596K21K0.01%Q2 2026 19

B. Riley Wealth Advisors, Inc.

CIK 0001464811

$588K24K0.02%Q3 2026 20

DAVENPORT & Co LLC

CIK 0000887777

$527K22K0.00%Q3 2026

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