AI Holders Summary · Q1 2026

80 institutions reported BUI in Q1 2026. MORGAN STANLEY leads at 18.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$20M768K0.00%Q1 2026 02

AMERIPRISE FINANCIAL INC

CIK 0000820027

$20M749K0.00%Q1 2026 03

BANK OF AMERICA CORP /DE/

CIK 0000070858

$13M488K0.00%Q1 2026 04

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$10M380K0.00%Q1 2026 05

Invesco Ltd.

CIK 0000914208

$6M216K0.00%Q1 2026 06

Cable Car Capital, LP

CIK 0001699575

$6M215K1.96%Q1 2026 07

WELLS FARGO & COMPANY/MN

CIK 0000072971

$4M162K0.00%Q1 2026 08

LPL Financial LLC

CIK 0001403438

$4M160K0.00%Q1 2026 09

NFP Retirement, Inc.

CIK 0002040084

$3M124K0.20%Q1 2026 10

ROYAL BANK OF CANADA

CIK 0001000275

$3M110K0.00%Q1 2026 11

SIT INVESTMENT ASSOCIATES INC

CIK 0000769317

$3M105K0.06%Q1 2026 12

Prairie Wealth Advisors, Inc.

CIK 0002022783

$3M01.19%Q1 2026 13

Hennion & Walsh Asset Management, Inc.

CIK 0001861642

$3M94K0.08%Q2 2026 14

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$3M101K0.01%Q1 2026 15

UBS Group AG

CIK 0001610520

$2M88K0.00%Q1 2026 16

OSAIC HOLDINGS, INC.

CIK 0001677044

$2M84K0.00%Q1 2026 17

Cypress Capital Management LLC (WY)

CIK 0001633896

$2M64K1.57%Q1 2026 18

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

CIK 0001632972

$1M54K0.00%Q1 2026 19

Smith Asset Management Co., LLC

CIK 0002068217

$1M53K1.21%Q1 2026 20

PURSUIT WEALTH STRATEGIES, LLC

CIK 0002116904

$1M52K1.92%Q1 2026

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