AI Holders Summary · Q2 2026

66 institutions reported ARDC in Q2 2026. WELLS FARGO & COMPANY/MN leads at 25.6% 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

$24M1.9M0.00%Q2 2026 02

MORGAN STANLEY

CIK 0000895421

$8M646K0.00%Q2 2026 03

AdvisorNet Financial, Inc

CIK 0001409362

$8M601K0.35%Q2 2026 04

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$5M432K0.03%Q2 2026 05

Penserra Capital Management LLC

CIK 0001593324

$5M410K0.06%Q1 2026 06

United Advisor Group, LLC

CIK 0002004873

$4M354K0.47%Q2 2026 07

Invesco Ltd.

CIK 0000914208

$4M346K0.00%Q2 2026 08

FOUNDATIONS INVESTMENT ADVISORS, LLC

CIK 0001743404

$4M338K0.04%Q2 2026 09

Advisors Asset Management, Inc.

CIK 0001297376

$4M325K0.07%Q1 2026 10

SIT INVESTMENT ASSOCIATES INC

CIK 0000769317

$4M299K0.07%Q1 2026 11

NewEdge Wealth, LLC

CIK 0001861796

$3M250K0.03%Q2 2026 12

Hennion & Walsh Asset Management, Inc.

CIK 0001861642

$3M219K0.08%Q2 2026 13

Janney Montgomery Scott LLC

CIK 0001329948

$3M224K0.01%Q1 2026 14

Capital Investment Advisors, LLC

CIK 0001582732

$2M188K0.03%Q2 2026 15

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$2M187K0.00%Q2 2026 16

READYSTATE ASSET MANAGEMENT LP

CIK 0001900923

$2M170K0.09%Q4 2025 17

Huntleigh Advisors, Inc.

CIK 0001367653

$2M175K0.31%Q2 2026 18

Farther Finance Advisors, LLC

CIK 0001992825

$2M157K0.02%Q2 2026 19

Thomas J. Herzfeld Advisors, Inc.

CIK 0001509510

$2M151K0.58%Q2 2026 20

Logan Stone Capital, LLC

CIK 0001535521

$1M109K0.36%Q4 2025

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