AI Holders Summary · Q2 2026

93 institutions reported BGR in Q2 2026. MORGAN STANLEY leads at 22.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$18M1.2M0.00%Q2 2026 02

Allspring Global Investments Holdings, LLC

CIK 0001890906

$7M396K0.01%Q3 2026 03

Invesco Ltd.

CIK 0000914208

$6M438K0.00%Q2 2026 04

CITY OF LONDON INVESTMENT MANAGEMENT CO LTD

CIK 0001034546

$6M361K0.41%Q3 2026 05

WELLS FARGO & COMPANY/MN

CIK 0000072971

$6M404K0.00%Q2 2026 06

Cypress Capital Management LLC (WY)

CIK 0001633896

$5M277K3.70%Q3 2026 07

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$4M267K0.00%Q2 2026 08

Advisors Asset Management, Inc.

CIK 0001297376

$4M213K0.06%Q1 2026 09

Thomas J. Herzfeld Advisors, Inc.

CIK 0001509510

$4M238K1.08%Q2 2026 10

LPL Financial LLC

CIK 0001403438

$3M184K0.00%Q3 2026 11

UBS Group AG

CIK 0001610520

$3M205K0.00%Q2 2026 12

WOLVERINE ASSET MANAGEMENT LLC

CIK 0001279891

$3M161K0.02%Q3 2026 13

BANK OF AMERICA CORP /DE/

CIK 0000070858

$2M144K0.00%Q2 2026 14

ROYAL BANK OF CANADA

CIK 0001000275

$2M140K0.00%Q2 2026 15

Z3 Capital Partners, LLC

CIK 0002127787

$1M94K0.29%Q2 2026 16

Saba Capital Management, L.P.

CIK 0001510281

$1M93K0.04%Q2 2026 17

Quarry LP

CIK 0001965207

$1M91K0.11%Q2 2026 18

Moors & Cabot, Inc.

CIK 0001607239

$1M76K0.05%Q3 2026 19

Formidable Asset Management, LLC

CIK 0001592613

$1M79K0.17%Q3 2026 20

Carl P. Sherr & Co., LLC

CIK 0001818535

$1M61K0.44%Q3 2026

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