AI Holders Summary · Q1 2026

52 institutions reported CAM in Q1 2026. ALLIANCEBERNSTEIN L.P. leads at 86.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

ALLIANCEBERNSTEIN L.P.

CIK 0001109448

$863M34.4M0.28%Q1 2026 02

WELLS FARGO & COMPANY/MN

CIK 0000072971

$49M2.0M0.01%Q2 2026 03

MORGAN STANLEY

CIK 0000895421

$20M798K0.00%Q2 2026 04

LPL Financial LLC

CIK 0001403438

$13M516K0.00%Q2 2026 05

DDFG, Inc

CIK 0001967640

$11M442K2.21%Q2 2026 06

BANK OF AMERICA CORP /DE/

CIK 0000070858

$9M372K0.00%Q2 2026 07

FIRST AMERICAN TRUST, FSB

CIK 0000036066

$7M286K0.43%Q2 2026 08

UBS Group AG

CIK 0001610520

$6M234K0.00%Q2 2026 09

OSAIC HOLDINGS, INC.

CIK 0001677044

$5M181K0.01%Q2 2026 10

Planned Solutions, Inc.

CIK 0001831332

$3M131K0.95%Q2 2026 11

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$2M79K0.00%Q2 2026 12

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$2M78K0.01%Q2 2026 13

Elequin Capital, LP

CIK 0001810873

$2M71K0.05%Q2 2026 14

Cetera Investment Advisers

CIK 0001666741

$2M64K0.00%Q2 2026 15

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$2M61K0.00%Q2 2026 16

FIFTH THIRD BANCORP

CIK 0000035527

$1M60K0.00%Q2 2026 17

Golden State Wealth Management, LLC

CIK 0001776033

$1M57K0.13%Q2 2026 18

JSF Financial, LLC

CIK 0001802224

$1M51K0.20%Q2 2026 19

COMERICA BANK

CIK 0000901541

$1M50K0.01%Q4 2025 20

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$1M48K0.00%Q1 2026

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