AI Holders Summary · Q1 2026

103 institutions reported BCAT in Q1 2026. MORGAN STANLEY leads at 25.0% 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

$62M4.4M0.00%Q1 2026 02

WELLS FARGO & COMPANY/MN

CIK 0000072971

$36M2.5M0.01%Q1 2026 03

COHEN & STEERS, INC.

CIK 0001284812

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

Penserra Capital Management LLC

CIK 0001593324

$22M1.6M0.26%Q1 2026 05

BANK OF AMERICA CORP /DE/

CIK 0000070858

$21M1.5M0.00%Q1 2026 06

UBS Group AG

CIK 0001610520

$14M979K0.00%Q1 2026 07

Invesco Ltd.

CIK 0000914208

$13M917K0.00%Q1 2026 08

ROYAL BANK OF CANADA

CIK 0001000275

$8M570K0.00%Q1 2026 09

STIFEL FINANCIAL CORP

CIK 0000720672

$7M501K0.01%Q1 2026 10

LPL Financial LLC

CIK 0001403438

$7M472K0.00%Q1 2026 11

Rockefeller Capital Management L.P.

CIK 0001739439

$6M418K0.01%Q1 2026 12

Advisors Asset Management, Inc.

CIK 0001297376

$5M361K0.08%Q1 2026 13

Keebeck Wealth Management

CIK 0001803675

$5M352K0.56%Q1 2026 14

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$5M339K0.00%Q1 2026 15

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$3M230K0.01%Q1 2026 16

READYSTATE ASSET MANAGEMENT LP

CIK 0001900923

$3M204K0.12%Q4 2025 17

Lido Advisors, LLC

CIK 0001650150

$3M186K0.01%Q1 2026 18

CWM, LLC

CIK 0001535847

$2M128K0.00%Q1 2026 19

AMERIPRISE FINANCIAL INC

CIK 0000820027

$2M120K0.00%Q1 2026 20

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$1M104K0.00%Q1 2026

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