AI Holders Summary · Q2 2026

115 institutions reported BCAT in Q2 2026. MORGAN STANLEY leads at 21.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$57M3.6M0.00%Q2 2026 02

WELLS FARGO & COMPANY/MN

CIK 0000072971

$39M2.4M0.01%Q2 2026 03

BANK OF AMERICA CORP /DE/

CIK 0000070858

$25M1.6M0.00%Q2 2026 04

COHEN & STEERS, INC.

CIK 0001284812

$23M1.6M0.04%Q1 2026 05

Penserra Capital Management LLC

CIK 0001593324

$22M1.6M0.26%Q1 2026 06

UBS Group AG

CIK 0001610520

$17M1.1M0.00%Q2 2026 07

Invesco Ltd.

CIK 0000914208

$11M700K0.00%Q2 2026 08

ROYAL BANK OF CANADA

CIK 0001000275

$11M680K0.00%Q2 2026 09

AMERIPRISE FINANCIAL INC

CIK 0000820027

$9M581K0.00%Q2 2026 10

LPL Financial LLC

CIK 0001403438

$7M465K0.00%Q2 2026 11

Rockefeller Capital Management L.P.

CIK 0001739439

$7M443K0.01%Q2 2026 12

STIFEL FINANCIAL CORP

CIK 0000720672

$6M402K0.01%Q2 2026 13

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$6M356K0.00%Q2 2026 14

Keebeck Wealth Management

CIK 0001803675

$6M352K0.55%Q2 2026 15

Advisors Asset Management, Inc.

CIK 0001297376

$5M361K0.08%Q1 2026 16

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$3M230K0.01%Q1 2026 17

Lido Advisors, LLC

CIK 0001650150

$3M190K0.01%Q2 2026 18

READYSTATE ASSET MANAGEMENT LP

CIK 0001900923

$3M204K0.12%Q4 2025 19

Integrated Wealth Concepts LLC

CIK 0001737109

$2M124K0.01%Q2 2026 20

Perennial Investment Advisors, LLC

CIK 0001801523

$2M115K0.12%Q2 2026

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