AI Holders Summary · Q2 2026

98 institutions reported ASGI in Q2 2026. MORGAN STANLEY leads at 28.5% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$41M1.8M0.00%Q2 2026 02

Equitable Holdings, Inc.

CIK 0001333986

$28M1.2M0.17%Q2 2026 03

UBS Group AG

CIK 0001610520

$15M636K0.00%Q2 2026 04

WELLS FARGO & COMPANY/MN

CIK 0000072971

$11M493K0.00%Q2 2026 05

LPL Financial LLC

CIK 0001403438

$7M312K0.00%Q2 2026 06

STIFEL FINANCIAL CORP

CIK 0000720672

$6M252K0.00%Q2 2026 07

AMERIPRISE FINANCIAL INC

CIK 0000820027

$5M234K0.00%Q2 2026 08

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$4M161K0.00%Q2 2026 09

ROYAL BANK OF CANADA

CIK 0001000275

$3M148K0.00%Q2 2026 10

Hennion & Walsh Asset Management, Inc.

CIK 0001861642

$3M143K0.09%Q2 2026 11

FIFTH THIRD BANCORP

CIK 0000035527

$3M122K0.00%Q2 2026 12

COMERICA BANK

CIK 0000901541

$3M123K0.01%Q4 2025 13

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$3M112K0.00%Q2 2026 14

&PARTNERS

CIK 0000107136

$2M94K0.01%Q2 2026 15

Cetera Investment Advisers

CIK 0001666741

$2M89K0.00%Q2 2026 16

Invesco Ltd.

CIK 0000914208

$2M82K0.00%Q2 2026 17

OSAIC HOLDINGS, INC.

CIK 0001677044

$2M68K0.00%Q2 2026 18

Capital Investment Advisors, LLC

CIK 0001582732

$1M59K0.02%Q2 2026 19

Smith Asset Management Co., LLC

CIK 0002068217

$1M56K1.03%Q2 2026 20

Advisory Advocates, LLC

CIK 0002111697

$1M56K1.13%Q2 2026

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