AI Holders Summary · Q1 2026

47 institutions reported CAM in Q1 2026. ALLIANCEBERNSTEIN L.P. leads at 88.8% 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

$25M1.0M0.00%Q1 2026 03

MORGAN STANLEY

CIK 0000895421

$19M770K0.00%Q1 2026 04

LPL Financial LLC

CIK 0001403438

$12M483K0.00%Q1 2026 05

DDFG, Inc

CIK 0001967640

$11M446K2.40%Q1 2026 06

BANK OF AMERICA CORP /DE/

CIK 0000070858

$9M363K0.00%Q1 2026 07

JPMORGAN CHASE & CO

CIK 0000019617

$7M273K0.00%Q1 2026 08

UBS Group AG

CIK 0001610520

$5M219K0.00%Q1 2026 09

FIRST AMERICAN TRUST, FSB

CIK 0000036066

$3M133K0.22%Q1 2026 10

Planned Solutions, Inc.

CIK 0001831332

$3M131K0.95%Q2 2026 11

Cetera Investment Advisers

CIK 0001666741

$2M64K0.00%Q1 2026 12

FIFTH THIRD BANCORP

CIK 0000035527

$1M60K0.00%Q1 2026 13

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$1M58K0.00%Q1 2026 14

Golden State Wealth Management, LLC

CIK 0001776033

$1M57K0.13%Q2 2026 15

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$1M57K0.00%Q1 2026 16

JSF Financial, LLC

CIK 0001802224

$1M53K0.26%Q1 2026 17

COMERICA BANK

CIK 0000901541

$1M50K0.01%Q4 2025 18

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$1M48K0.00%Q1 2026 19

FF Advisors,LLC

CIK 0002011904

$987K39K0.40%Q1 2026 20

Bleakley Financial Group, LLC

CIK 0001936953

$961K38K0.01%Q1 2026

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