AI Holders Summary · Q2 2026

84 institutions reported CCD in Q2 2026. D.A. DAVIDSON & CO. leads at 19.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

D.A. DAVIDSON & CO.

CIK 0001080107

$16M625K0.09%Q2 2026 02

WELLS FARGO & COMPANY/MN

CIK 0000072971

$8M316K0.00%Q2 2026 03

BANK OF AMERICA CORP /DE/

CIK 0000070858

$8M302K0.00%Q2 2026 04

MORGAN STANLEY

CIK 0000895421

$8M299K0.00%Q2 2026 05

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$6M230K0.04%Q2 2026 06

ROYAL BANK OF CANADA

CIK 0001000275

$5M193K0.00%Q2 2026 07

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$5M192K0.00%Q2 2026 08

LPL Financial LLC

CIK 0001403438

$4M140K0.00%Q2 2026 09

TRUIST FINANCIAL CORP

CIK 0000092230

$3M110K0.00%Q2 2026 10

&PARTNERS

CIK 0000107136

$3M105K0.01%Q2 2026 11

Mutual Advisors, LLC

CIK 0001694080

$2M116K0.05%Q1 2026 12

J.W. COLE ADVISORS, INC.

CIK 0001404763

$2M95K0.04%Q2 2026 13

Bleakley Financial Group, LLC

CIK 0001936953

$2M84K0.03%Q2 2026 14

OSAIC HOLDINGS, INC.

CIK 0001677044

$2M75K0.00%Q2 2026 15

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$2M71K0.00%Q2 2026 16

LANDSCAPE CAPITAL MANAGEMENT, L.L.C.

CIK 0001536186

$2M61K0.10%Q2 2026 17

AMERIPRISE FINANCIAL INC

CIK 0000820027

$2M60K0.00%Q2 2026 18

PMG Family Office LLC

CIK 0002102299

$2M59K1.40%Q2 2026 19

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$1M59K0.00%Q1 2026 20

READYSTATE ASSET MANAGEMENT LP

CIK 0001900923

$1M58K0.05%Q4 2025

Page 1 of 5

64 more holders available. Log in →