AI Holders Summary · Q2 2026

81 institutions reported AWP in Q2 2026. MORGAN STANLEY leads at 36.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$14M1.2M0.00%Q2 2026 02

WELLS FARGO & COMPANY/MN

CIK 0000072971

$4M373K0.00%Q2 2026 03

BANK OF AMERICA CORP /DE/

CIK 0000070858

$2M210K0.00%Q2 2026 04

OSAIC HOLDINGS, INC.

CIK 0001677044

$2M187K0.00%Q2 2026 05

NWF Advisory Services Inc.

CIK 0002045735

$2M133K0.15%Q2 2026 06

ROYAL BANK OF CANADA

CIK 0001000275

$1M116K0.00%Q2 2026 07

J.W. COLE ADVISORS, INC.

CIK 0001404763

$1M111K0.02%Q2 2026 08

LPL Financial LLC

CIK 0001403438

$1M95K0.00%Q2 2026 09

Advisors Asset Management, Inc.

CIK 0001297376

$1M100K0.02%Q1 2026 10

AlphaCore Capital LLC

CIK 0001713662

$983K83K0.02%Q2 2026 11

OneAscent Financial Services LLC

CIK 0001780985

$978K83K0.05%Q2 2026 12

Advisory Advocates, LLC

CIK 0002111697

$929K79K0.80%Q2 2026 13

Kestra Advisory Services, LLC

CIK 0001830819

$914K77K0.00%Q2 2026 14

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$827K70K0.00%Q2 2026 15

Samalin Investment Counsel, LLC

CIK 0001544366

$787K66K0.25%Q2 2026 16

OPPENHEIMER & CO INC

CIK 0000822581

$725K61K0.01%Q2 2026 17

UBS Group AG

CIK 0001610520

$701K59K0.00%Q2 2026 18

Mezzasalma Advisors, LLC

CIK 0001864916

$568K48K0.11%Q2 2026 19

Baird Financial Group, Inc.

CIK 0001648711

$568K48K0.00%Q2 2026 20

Marshall & Sterling Wealth Advisors Inc.

CIK 0002056315

$480K41K0.28%Q2 2026

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