AI Holders Summary · Q1 2026

55 institutions reported BGH in Q1 2026. WELLS FARGO & COMPANY/MN leads at 19.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

WELLS FARGO & COMPANY/MN

CIK 0000072971

$9M651K0.00%Q1 2026 02

TSP Capital Management Group, LLC

CIK 0001317208

$6M409K1.36%Q1 2026 03

Invesco Ltd.

CIK 0000914208

$5M337K0.00%Q1 2026 04

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$4M308K0.03%Q1 2026 05

Shaker Financial Services, LLC

CIK 0001511794

$3M189K0.84%Q2 2026 06

MORGAN STANLEY

CIK 0000895421

$3M190K0.00%Q1 2026 07

COHEN & STEERS, INC.

CIK 0001284812

$3M186K0.00%Q1 2026 08

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$2M168K0.00%Q1 2026 09

Capital Investment Advisors, LLC

CIK 0001582732

$2M157K0.03%Q1 2026 10

PFG Investments, LLC

CIK 0001973224

$2M108K0.06%Q2 2026 11

Janney Montgomery Scott LLC

CIK 0001329948

$965K71K0.00%Q1 2026 12

NewEdge Advisors, LLC

CIK 0001633516

$912K67K0.00%Q1 2026 13

Secure Asset Management, LLC

CIK 0001800692

$895K63K0.13%Q2 2026 14

Hennion & Walsh Asset Management, Inc.

CIK 0001861642

$871K62K0.02%Q2 2026 15

ROYAL BANK OF CANADA

CIK 0001000275

$864K63K0.00%Q1 2026 16

BANK OF AMERICA CORP /DE/

CIK 0000070858

$851K62K0.00%Q1 2026 17

Advisors Asset Management, Inc.

CIK 0001297376

$733K54K0.01%Q1 2026 18

WOLVERINE ASSET MANAGEMENT LLC

CIK 0001279891

$696K51K0.01%Q1 2026 19

LPL Financial LLC

CIK 0001403438

$601K44K0.00%Q1 2026 20

Cetera Investment Advisers

CIK 0001666741

$513K38K0.00%Q1 2026

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