AI Holders Summary · Q2 2026

46 institutions reported BSL in Q2 2026. BANK OF AMERICA CORP /DE/ leads at 17.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

BANK OF AMERICA CORP /DE/

CIK 0000070858

$7M560K0.00%Q2 2026 02

SIT INVESTMENT ASSOCIATES INC

CIK 0000769317

$7M558K0.15%Q1 2026 03

MORGAN STANLEY

CIK 0000895421

$5M408K0.00%Q2 2026 04

LEAVELL INVESTMENT MANAGEMENT, INC.

CIK 0000924181

$3M242K0.11%Q2 2026 05

Integrated Wealth Concepts LLC

CIK 0001737109

$3M194K0.01%Q2 2026 06

UBS Group AG

CIK 0001610520

$2M162K0.00%Q2 2026 07

ICON ADVISERS INC/CO

CIK 0001058470

$2M152K0.37%Q2 2026 08

Advisors Asset Management, Inc.

CIK 0001297376

$2M139K0.03%Q1 2026 09

LOOMIS SAYLES & CO L P

CIK 0000312348

$1M100K0.00%Q2 2026 10

TrueMark Investments, LLC

CIK 0001974457

$1M81K0.13%Q2 2026 11

RIVERNORTH CAPITAL MANAGEMENT, LLC

CIK 0001447578

$1M78K0.05%Q1 2026 12

Steward Partners Investment Advisory, LLC

CIK 0001723397

$971K75K0.01%Q2 2026 13

CSS LLC/IL

CIK 0001103646

$966K75K0.04%Q2 2026 14

LPL Financial LLC

CIK 0001403438

$942K73K0.00%Q2 2026 15

Invesco Ltd.

CIK 0000914208

$861K66K0.00%Q2 2026 16

Tranquility Partners, LLC

CIK 0001783773

$818K63K0.28%Q2 2026 17

Apollon Wealth Management, LLC

CIK 0001764387

$815K63K0.01%Q2 2026 18

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$705K54K0.00%Q2 2026 19

Hilltop Holdings Inc.

CIK 0001265131

$584K45K0.05%Q2 2026 20

Almitas Capital LLC

CIK 0001596468

$576K44K0.14%Q2 2026

Page 1 of 3

26 more holders available. Log in →