AI Holders Summary · Q1 2026

87 institutions reported BGT in Q1 2026. GUGGENHEIM CAPITAL LLC leads at 16.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$15M1.4M0.11%Q1 2026 02

Penserra Capital Management LLC

CIK 0001593324

$9M813K0.10%Q1 2026 03

LPL Financial LLC

CIK 0001403438

$8M764K0.00%Q1 2026 04

MORGAN STANLEY

CIK 0000895421

$8M700K0.00%Q1 2026 05

READYSTATE ASSET MANAGEMENT LP

CIK 0001900923

$5M442K0.20%Q4 2025 06

UBS Group AG

CIK 0001610520

$5M463K0.00%Q1 2026 07

Invesco Ltd.

CIK 0000914208

$5M450K0.00%Q1 2026 08

Advisors Asset Management, Inc.

CIK 0001297376

$4M406K0.07%Q1 2026 09

LOOMIS SAYLES & CO L P

CIK 0000312348

$4M404K0.01%Q1 2026 10

INTEGRITY ALLIANCE, LLC.

CIK 0001352260

$4M402K0.16%Q1 2026 11

AMERIPRISE FINANCIAL INC

CIK 0000820027

$4M367K0.00%Q1 2026 12

Ethos Financial Group, LLC

CIK 0001954242

$3M297K0.25%Q1 2026 13

ABSOLUTE INVESTMENT ADVISERS, LLC

CIK 0001316187

$3M262K0.33%Q1 2026 14

Graypoint LLC

CIK 0001794198

$3M206K0.15%Q2 2025 15

Cerity Partners LLC

CIK 0001566475

$2M226K0.00%Q1 2026 16

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$2M178K0.00%Q1 2026 17

Sidoxia Capital Management, LLC

CIK 0002132534

$2M152K1.41%Q1 2026 18

WOLVERINE ASSET MANAGEMENT LLC

CIK 0001279891

$1M139K0.01%Q1 2026 19

Byrne Asset Management LLC

CIK 0001911322

$1M134K0.77%Q2 2026 20

Quarry LP

CIK 0001965207

$1M120K0.23%Q1 2026

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