AI Holders Summary · Q2 2026

86 institutions reported BUI in Q2 2026. MORGAN STANLEY leads at 18.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$24M818K0.00%Q2 2026 02

AMERIPRISE FINANCIAL INC

CIK 0000820027

$22M753K0.00%Q2 2026 03

BANK OF AMERICA CORP /DE/

CIK 0000070858

$15M512K0.00%Q2 2026 04

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$13M447K0.00%Q2 2026 05

Invesco Ltd.

CIK 0000914208

$8M285K0.00%Q2 2026 06

WELLS FARGO & COMPANY/MN

CIK 0000072971

$7M256K0.00%Q2 2026 07

LPL Financial LLC

CIK 0001403438

$5M173K0.00%Q2 2026 08

NFP Retirement, Inc.

CIK 0002040084

$4M129K0.20%Q2 2026 09

Prairie Wealth Advisors, Inc.

$3M98K0.00%Q2 2026 11

UBS Group AG

CIK 0001610520

$3M97K0.00%Q2 2026 12

SIT INVESTMENT ASSOCIATES INC

CIK 0000769317

$3M105K0.06%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

OSAIC HOLDINGS, INC.

CIK 0001677044

$2M80K0.00%Q2 2026 16

Cypress Capital Management LLC (WY)

CIK 0001633896

$2M79K1.92%Q2 2026 17

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

CIK 0001632972

$2M76K0.00%Q2 2026 18

PURSUIT WEALTH STRATEGIES, LLC

CIK 0002116904

$2M54K2.02%Q2 2026 19

Smith Asset Management Co., LLC

CIK 0002068217

$2M53K1.20%Q2 2026 20

Kestra Advisory Services, LLC

CIK 0001830819

$1M48K0.00%Q2 2026

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