AI Holders Summary · Q1 2026

41 institutions reported ACV in Q1 2026. WELLS FARGO & COMPANY/MN leads at 21.3% 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

$11M466K0.00%Q1 2026 02

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$8M325K0.06%Q1 2026 03

LPL Financial LLC

CIK 0001403438

$7M292K0.00%Q1 2026 04

Advisors Asset Management, Inc.

CIK 0001297376

$6M267K0.11%Q1 2026 05

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$4M157K0.00%Q1 2026 06

BANK OF AMERICA CORP /DE/

CIK 0000070858

$3M104K0.00%Q1 2026 07

MORGAN STANLEY

CIK 0000895421

$2M84K0.00%Q1 2026 08

Emissary Wealth LLC

CIK 0002107252

$2M79K1.79%Q1 2026 09

ROYAL BANK OF CANADA

CIK 0001000275

$2M74K0.00%Q1 2026 10

OSAIC HOLDINGS, INC.

CIK 0001677044

$2M70K0.00%Q1 2026 11

WORLD EQUITY GROUP, INC.

CIK 0000878770

$1M42K0.27%Q2 2026 12

PMG Family Office LLC

CIK 0002102299

$1M43K1.17%Q1 2026 13

Apollon Wealth Management, LLC

CIK 0001764387

$623K26K0.01%Q1 2026 14

DAVENPORT & Co LLC

CIK 0000887777

$620K26K0.00%Q1 2026 15

Gilliland Jeter Wealth Management LLC

CIK 0002009886

$611K25K0.18%Q1 2026 16

MCDONALD PARTNERS LLC

CIK 0001331074

$600K25K0.14%Q1 2026 17

B. Riley Wealth Advisors, Inc.

CIK 0001464811

$599K25K0.04%Q1 2026 18

STIFEL FINANCIAL CORP

CIK 0000720672

$522K21K0.00%Q1 2026 19

Invesco Ltd.

CIK 0000914208

$475K20K0.00%Q1 2026 20

D.A. DAVIDSON & CO.

CIK 0001080107

$345K14K0.00%Q1 2026

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