AI Holders Summary · Q1 2026

54 institutions reported BWG in Q1 2026. MORGAN STANLEY leads at 24.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$14M1.8M0.00%Q1 2026 02

Pathstone Holdings, LLC

CIK 0002011612

$13M1.7M0.05%Q1 2026 03

Allspring Global Investments Holdings, LLC

CIK 0001890906

$6M740K0.01%Q1 2026 04

WELLS FARGO & COMPANY/MN

CIK 0000072971

$4M469K0.00%Q1 2026 05

Shaker Financial Services, LLC

CIK 0001511794

$3M396K1.06%Q1 2026 06

Advisors Asset Management, Inc.

CIK 0001297376

$3M336K0.04%Q1 2026 07

BANK OF AMERICA CORP /DE/

CIK 0000070858

$2M287K0.00%Q1 2026 08

Invesco Ltd.

CIK 0000914208

$1M189K0.00%Q1 2026 09

Private Advisor Group, LLC

CIK 0001567755

$1M168K0.01%Q1 2026 10

STEPHENS INC /AR/

CIK 0000757657

$1M159K0.02%Q1 2026 11

Matisse Capital

CIK 0001668256

$1M146K0.48%Q1 2026 12

LPL Financial LLC

CIK 0001403438

$1M146K0.00%Q1 2026 13

Rareview Capital LLC

CIK 0002044533

$950K114K0.56%Q1 2026 14

WOLVERINE ASSET MANAGEMENT LLC

CIK 0001279891

$905K118K0.01%Q1 2026 15

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$676K88K0.00%Q1 2026 16

ROYAL BANK OF CANADA

CIK 0001000275

$622K81K0.00%Q1 2026 17

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$469K61K0.00%Q1 2026 18

ECLECTIC ASSOCIATES INC /ADV

CIK 0000743482

$353K44K0.04%Q2 2026 19

NewEdge Advisors, LLC

CIK 0001633516

$338K44K0.00%Q1 2026 20

Alexander Randolph Advisory, Inc.

CIK 0000874816

$319K42K0.27%Q1 2026

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