AI Holders Summary · Q1 2026

93 institutions reported ASGI in Q1 2026. MORGAN STANLEY leads at 31.9% 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

$45M2.0M0.00%Q1 2026 02

Equitable Holdings, Inc.

CIK 0001333986

$21M934K0.13%Q1 2026 03

UBS Group AG

CIK 0001610520

$16M703K0.00%Q1 2026 04

WELLS FARGO & COMPANY/MN

CIK 0000072971

$10M463K0.00%Q1 2026 05

LPL Financial LLC

CIK 0001403438

$7M318K0.00%Q1 2026 06

STIFEL FINANCIAL CORP

CIK 0000720672

$6M285K0.01%Q1 2026 07

AMERIPRISE FINANCIAL INC

CIK 0000820027

$5M221K0.00%Q1 2026 08

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$4M181K0.00%Q1 2026 09

ROYAL BANK OF CANADA

CIK 0001000275

$3M149K0.00%Q1 2026 10

Hennion & Walsh Asset Management, Inc.

CIK 0001861642

$3M143K0.09%Q2 2026 11

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$3M135K0.00%Q1 2026 12

COMERICA BANK

CIK 0000901541

$3M123K0.01%Q4 2025 13

FIFTH THIRD BANCORP

CIK 0000035527

$3M123K0.01%Q1 2026 14

&PARTNERS

CIK 0000107136

$2M88K0.01%Q1 2026 15

Invesco Ltd.

CIK 0000914208

$2M83K0.00%Q1 2026 16

MILLENNIUM MANAGEMENT LLC

CIK 0001273087

$2M80K0.00%Q1 2026 17

Cetera Investment Advisers

CIK 0001666741

$2M75K0.00%Q1 2026 18

Capital Investment Advisors, LLC

CIK 0001582732

$1M59K0.02%Q1 2026 19

Smith Asset Management Co., LLC

CIK 0002068217

$1M59K1.13%Q1 2026 20

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

CIK 0001818604

$1M54K0.09%Q1 2026

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