AI Holders Summary · Q2 2026

89 institutions reported BLW in Q2 2026. MORGAN STANLEY leads at 42.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$51M4.1M0.00%Q2 2026 02

WELLS FARGO & COMPANY/MN

CIK 0000072971

$13M1.0M0.00%Q2 2026 03

UBS Group AG

CIK 0001610520

$8M606K0.00%Q2 2026 04

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$7M520K0.04%Q2 2026 05

Invesco Ltd.

CIK 0000914208

$5M384K0.00%Q2 2026 06

COHEN & STEERS, INC.

CIK 0001284812

$5M372K0.01%Q1 2026 07

Shaker Financial Services, LLC

CIK 0001511794

$4M349K1.32%Q3 2026 08

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$4M284K0.00%Q2 2026 09

Venture Visionary Partners LLC

CIK 0001792283

$3M292K0.09%Q3 2026 10

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$3M204K0.00%Q2 2026 11

ROYAL BANK OF CANADA

CIK 0001000275

$2M191K0.00%Q2 2026 12

PRINCIPAL SECURITIES, INC.

CIK 0000012600

$2M182K0.03%Q2 2026 13

BANK OF AMERICA CORP /DE/

CIK 0000070858

$2M179K0.00%Q2 2026 14

LPL Financial LLC

CIK 0001403438

$2M172K0.00%Q2 2026 15

Blue Zone Wealth Advisors, LLC

CIK 0001803106

$2M163K0.36%Q2 2026 16

Waterfront Wealth Inc.

CIK 0001775210

$2M156K0.31%Q2 2026 17

WOLVERINE ASSET MANAGEMENT LLC

CIK 0001279891

$2M156K0.02%Q2 2026 18

Fiera Capital Corp

CIK 0001505817

$2M152K0.01%Q2 2026 19

LANDSCAPE CAPITAL MANAGEMENT, L.L.C.

CIK 0001536186

$2M147K0.12%Q2 2026 20

Baird Financial Group, Inc.

CIK 0001648711

$2M138K0.00%Q2 2026

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