AI Holders Summary · Q2 2026

78 institutions reported CCD in Q2 2026. D.A. DAVIDSON & CO. leads at 21.1% 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

$9M425K0.00%Q1 2026 03

BANK OF AMERICA CORP /DE/

CIK 0000070858

$7M314K0.00%Q1 2026 04

MORGAN STANLEY

CIK 0000895421

$6M296K0.00%Q1 2026 05

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$5M213K0.04%Q1 2026 06

ROYAL BANK OF CANADA

CIK 0001000275

$4M186K0.00%Q1 2026 07

LPL Financial LLC

CIK 0001403438

$4M140K0.00%Q2 2026 08

TRUIST FINANCIAL CORP

CIK 0000092230

$3M110K0.00%Q2 2026 09

UBS Group AG

CIK 0001610520

$3M122K0.00%Q1 2026 10

Mutual Advisors, LLC

CIK 0001694080

$2M116K0.05%Q1 2026 11

J.W. COLE ADVISORS, INC.

CIK 0001404763

$2M95K0.04%Q2 2026 12

&PARTNERS

CIK 0000107136

$2M104K0.01%Q1 2026 13

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$2M103K0.00%Q1 2026 14

Bleakley Financial Group, LLC

CIK 0001936953

$2M84K0.03%Q2 2026 15

LANDSCAPE CAPITAL MANAGEMENT, L.L.C.

CIK 0001536186

$2M95K0.13%Q1 2026 16

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$2M71K0.00%Q2 2026 17

PMG Family Office LLC

CIK 0002102299

$2M59K1.40%Q2 2026 18

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$1M59K0.00%Q1 2026 19

READYSTATE ASSET MANAGEMENT LP

CIK 0001900923

$1M58K0.05%Q4 2025 20

AMERIPRISE FINANCIAL INC

CIK 0000820027

$1M55K0.00%Q1 2026

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