AI Holders Summary · Q1 2026

84 institutions reported BLW in Q1 2026. MORGAN STANLEY leads at 43.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$52M4.2M0.00%Q1 2026 02

WELLS FARGO & COMPANY/MN

CIK 0000072971

$13M1.0M0.00%Q1 2026 03

UBS Group AG

CIK 0001610520

$8M639K0.00%Q1 2026 04

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$8M629K0.06%Q1 2026 05

COHEN & STEERS, INC.

CIK 0001284812

$5M372K0.01%Q1 2026 06

Invesco Ltd.

CIK 0000914208

$4M326K0.00%Q1 2026 07

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$4M303K0.00%Q1 2026 08

Venture Visionary Partners LLC

CIK 0001792283

$4M301K0.13%Q1 2026 09

BANK OF AMERICA CORP /DE/

CIK 0000070858

$3M255K0.00%Q1 2026 10

ROYAL BANK OF CANADA

CIK 0001000275

$2M181K0.00%Q1 2026 11

Blue Zone Wealth Advisors, LLC

CIK 0001803106

$2M173K0.44%Q1 2026 12

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$2M166K0.00%Q1 2026 13

PRINCIPAL SECURITIES, INC.

CIK 0000012600

$2M158K0.03%Q1 2026 14

Baird Financial Group, Inc.

CIK 0001648711

$2M151K0.00%Q1 2026 15

Fiera Capital Corp

CIK 0001505817

$2M146K0.01%Q1 2026 16

LPL Financial LLC

CIK 0001403438

$2M136K0.00%Q1 2026 17

OSAIC HOLDINGS, INC.

CIK 0001677044

$2M135K0.00%Q1 2026 18

Ethos Financial Group, LLC

CIK 0001954242

$2M120K0.12%Q1 2026 19

Jefferies Financial Group Inc.

CIK 0000096223

$2M129K0.01%Q1 2026 20

Capital Investment Advisors, LLC

CIK 0001582732

$2M124K0.02%Q1 2026

Page 1 of 5

64 more holders available. Log in →