AI Holders Summary · Q2 2026

87 institutions reported BGT in Q2 2026. GUGGENHEIM CAPITAL LLC leads at 15.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$13M1.3M0.08%Q2 2026 02

Penserra Capital Management LLC

CIK 0001593324

$9M813K0.10%Q1 2026 03

LPL Financial LLC

CIK 0001403438

$9M802K0.00%Q2 2026 04

MORGAN STANLEY

CIK 0000895421

$7M685K0.00%Q2 2026 05

LOOMIS SAYLES & CO L P

CIK 0000312348

$6M516K0.01%Q2 2026 06

Invesco Ltd.

CIK 0000914208

$5M508K0.00%Q2 2026 07

READYSTATE ASSET MANAGEMENT LP

CIK 0001900923

$5M442K0.20%Q4 2025 08

UBS Group AG

CIK 0001610520

$5M460K0.00%Q2 2026 09

INTEGRITY ALLIANCE, LLC.

CIK 0001352260

$5M443K0.15%Q2 2026 10

Advisors Asset Management, Inc.

CIK 0001297376

$4M406K0.07%Q1 2026 11

AMERIPRISE FINANCIAL INC

CIK 0000820027

$4M369K0.00%Q2 2026 12

Ethos Financial Group, LLC

CIK 0001954242

$3M276K0.20%Q2 2026 13

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$3M246K0.00%Q2 2026 14

Graypoint LLC

CIK 0001794198

$3M206K0.15%Q2 2025 15

Cerity Partners LLC

CIK 0001566475

$2M234K0.00%Q2 2026 16

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

CIK 0001632972

$2M165K0.00%Q3 2026 17

Sidoxia Capital Management, LLC

CIK 0002132534

$2M157K1.22%Q2 2026 18

ICON ADVISERS INC/CO

CIK 0001058470

$2M141K0.28%Q2 2026 19

Byrne Asset Management LLC

CIK 0001911322

$1M136K0.79%Q3 2026 20

MML INVESTORS SERVICES, LLC

CIK 0000701059

$1M108K0.00%Q2 2026

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