AI Holders Summary · Q2 2026

91 institutions reported AIO in Q2 2026. MORGAN STANLEY leads at 19.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$31M1.1M0.00%Q2 2026 02

BANK OF AMERICA CORP /DE/

CIK 0000070858

$24M870K0.00%Q2 2026 03

WELLS FARGO & COMPANY/MN

CIK 0000072971

$17M617K0.00%Q2 2026 04

UBS Group AG

CIK 0001610520

$13M453K0.00%Q2 2026 05

AMERIPRISE FINANCIAL INC

CIK 0000820027

$11M380K0.00%Q2 2026 06

ROYAL BANK OF CANADA

CIK 0001000275

$10M355K0.00%Q2 2026 07

Allspring Global Investments Holdings, LLC

CIK 0001890906

$6M222K0.01%Q2 2026 08

Saba Capital Management, L.P.

CIK 0001510281

$5M180K0.13%Q2 2026 09

Advisors Asset Management, Inc.

CIK 0001297376

$5M214K0.08%Q1 2026 10

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$4M160K0.00%Q2 2026 11

Steward Partners Investment Advisory, LLC

CIK 0001723397

$4M151K0.02%Q2 2026 12

Karpus Management, Inc.

CIK 0001048703

$4M194K0.13%Q1 2026 13

Hennion & Walsh Asset Management, Inc.

CIK 0001861642

$3M120K0.10%Q2 2026 14

LPL Financial LLC

CIK 0001403438

$3M117K0.00%Q2 2026 15

LANDSCAPE CAPITAL MANAGEMENT, L.L.C.

CIK 0001536186

$3M114K0.21%Q2 2026 16

Summit Financial, LLC

CIK 0001765536

$3M111K0.03%Q2 2026 17

READYSTATE ASSET MANAGEMENT LP

CIK 0001900923

$3M139K0.12%Q4 2025 18

STIFEL FINANCIAL CORP

CIK 0000720672

$2M83K0.00%Q2 2026 19

OPPENHEIMER & CO INC

CIK 0000822581

$2M73K0.02%Q2 2026 20

&PARTNERS

CIK 0000107136

$2M64K0.01%Q2 2026

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