AI Holders Summary · Q1 2026

63 institutions reported CAPL in Q1 2026. Invesco Ltd. leads at 67.4% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(3 on this page)

#HolderValueShares% port.Quarter

Invesco Ltd.

CIK 0000914208

$119M5.7M0.01%Q1 2026 02

Clearbridge Investments, LLC

CIK 0001348883

$10M505K0.01%Q1 2026 03

JPMORGAN CHASE & CO

CIK 0000019617

$9M425K0.00%Q1 2026 04

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$6M309K0.00%Q1 2026 05

MORGAN STANLEY

CIK 0000895421

$6M269K0.00%Q1 2026 06

FIRST TRUST ADVISORS LP

CIK 0001125816· Index

$4M190K0.00%Q1 2026 07

Quadrant Private Wealth Management, LLC

CIK 0001727454

$3M163K0.52%Q1 2026 08

Blackstone Inc.

CIK 0001393818

$3M132K0.01%Q1 2026 09

LPL Financial LLC

CIK 0001403438

$3M122K0.00%Q1 2026 10

NewEdge Wealth, LLC

CIK 0001861796

$2M94K0.02%Q1 2026 11

U.S. Capital Wealth Advisors, LLC

CIK 0001808915

$2M80K0.04%Q1 2026 12

Mariner, LLC

CIK 0001373442

$2M74K0.00%Q1 2026 13

ACADIAN ASSET MANAGEMENT LLC

CIK 0000916542

$2M74K0.00%Q1 2026 14

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$1M64K0.00%Q1 2026 15

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$1M58K0.00%Q1 2026 16

STIFEL FINANCIAL CORP

CIK 0000720672

$1M54K0.00%Q1 2026 17

UBS Group AG

CIK 0001610520

$1M51K0.00%Q1 2026 18

GOLDMAN SACHS GROUP INC

CIK 0000886982

$1M49K0.00%Q1 2026 19

GSA CAPITAL PARTNERS LLP

CIK 0001362033

$716K34K0.04%Q1 2026 20

Bramshill Investments, LLC

CIK 0001619899

$631K30K0.05%Q1 2026

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