AI Holders Summary · Q2 2026

57 institutions reported BGH in Q2 2026. WELLS FARGO & COMPANY/MN leads at 17.6% 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

$8M577K0.00%Q2 2026 02

TSP Capital Management Group, LLC

CIK 0001317208

$6M402K1.36%Q2 2026 03

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$5M328K0.03%Q2 2026 04

Invesco Ltd.

CIK 0000914208

$4M300K0.00%Q2 2026 05

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$4M250K0.00%Q2 2026 06

Shaker Financial Services, LLC

CIK 0001511794

$3M189K0.84%Q2 2026 07

COHEN & STEERS, INC.

CIK 0001284812

$3M186K0.00%Q1 2026 08

Capital Investment Advisors, LLC

CIK 0001582732

$2M155K0.03%Q2 2026 09

MORGAN STANLEY

CIK 0000895421

$2M140K0.00%Q2 2026 10

PFG Investments, LLC

CIK 0001973224

$2M108K0.06%Q2 2026 11

WOLVERINE ASSET MANAGEMENT LLC

CIK 0001279891

$1M83K0.01%Q2 2026 12

NewEdge Advisors, LLC

CIK 0001633516

$1M80K0.00%Q2 2026 13

Janney Montgomery Scott LLC

CIK 0001329948

$965K71K0.00%Q1 2026 14

Corient Private Wealth LLC

CIK 0001948780

$962K68K0.00%Q2 2026 15

Secure Asset Management, LLC

CIK 0001800692

$895K63K0.13%Q2 2026 16

Hennion & Walsh Asset Management, Inc.

CIK 0001861642

$871K62K0.02%Q2 2026 17

Cetera Investment Advisers

CIK 0001666741

$821K58K0.00%Q2 2026 18

BANK OF AMERICA CORP /DE/

CIK 0000070858

$790K56K0.00%Q2 2026 19

ROYAL BANK OF CANADA

CIK 0001000275

$759K54K0.00%Q2 2026 20

Advisors Asset Management, Inc.

CIK 0001297376

$733K54K0.01%Q1 2026

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