AI Holders Summary · Q1 2026

217 institutions reported ADX in Q1 2026. LAZARD ASSET MANAGEMENT LLC leads at 24.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

LAZARD ASSET MANAGEMENT LLC

CIK 0001207017

$78M3.6M0.13%Q1 2026 02

Bensler, LLC

CIK 0001965941

$29M1.1M2.55%Q2 2026 03

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$28M1.3M0.01%Q1 2026 04

MORGAN STANLEY

CIK 0000895421

$25M1.2M0.00%Q1 2026 05

COHEN & STEERS, INC.

CIK 0001284812

$25M1.1M0.04%Q1 2026 06

ROYAL BANK OF CANADA

CIK 0001000275

$21M980K0.00%Q1 2026 07

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

CIK 0001352860

$20M894K2.81%Q1 2026 08

STIFEL FINANCIAL CORP

CIK 0000720672

$9M418K0.01%Q1 2026 09

ARQ WEALTH ADVISORS, LLC

CIK 0001811827

$9M335K1.09%Q2 2026 10

Advisors Asset Management, Inc.

CIK 0001297376

$9M399K0.15%Q1 2026 11

LPL Financial LLC

CIK 0001403438

$8M387K0.00%Q1 2026 12

Allspring Global Investments Holdings, LLC

CIK 0001890906

$8M382K0.01%Q1 2026 13

Waterfront Wealth Inc.

CIK 0001775210

$8M380K1.53%Q1 2026 14

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

CIK 0001632972

$7M279K0.01%Q2 2026 15

Hennion & Walsh Asset Management, Inc.

CIK 0001861642

$7M276K0.20%Q2 2026 16

AMERIPRISE FINANCIAL INC

CIK 0000820027

$7M317K0.00%Q1 2026 17

1607 Capital Partners, LLC

CIK 0001436866

$7M316K0.50%Q1 2026 18

WELLS FARGO & COMPANY/MN

CIK 0000072971

$6M291K0.00%Q1 2026 19

GatePass Capital, LLC

CIK 0002087399

$6M289K2.95%Q1 2026 20

BANK OF AMERICA CORP /DE/

CIK 0000070858

$6M284K0.00%Q1 2026

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