AI Holders Summary · Q1 2026

64 institutions reported CDL in Q1 2026. MORGAN STANLEY leads at 25.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$46M618K0.00%Q1 2026 02

ATLANTIC FAMILY WEALTH, LLC

CIK 0002012511

$28M375K20.18%Q1 2026 03

BANK OF AMERICA CORP /DE/

CIK 0000070858

$20M268K0.00%Q1 2026 04

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

CIK 0001141802

$15M207K0.01%Q1 2026 05

LPL Financial LLC

CIK 0001403438

$11M152K0.00%Q1 2026 06

HighTower Advisors, LLC

CIK 0001462245

$8M113K0.01%Q1 2026 07

AMERIPRISE FINANCIAL INC

CIK 0000820027

$8M101K0.00%Q1 2026 08

Summit Financial, LLC

CIK 0001765536

$7M99K0.09%Q1 2026 09

JONES FINANCIAL COMPANIES LLLP

CIK 0000815917

$6M86K0.00%Q1 2026 10

MPWM ADVISORY SOLUTIONS, LLC

CIK 0002056693

$4M50K1.97%Q1 2026 11

NewEdge Advisors, LLC

CIK 0001633516

$4M48K0.01%Q1 2026 12

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$3M43K0.00%Q1 2026 13

Integrated Wealth Concepts LLC

CIK 0001737109

$3M42K0.02%Q1 2026 14

GOLDMAN SACHS GROUP INC

CIK 0000886982

$3M40K0.00%Q1 2026 15

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$3M36K0.00%Q1 2026 16

WELLS FARGO & COMPANY/MN

CIK 0000072971

$2M32K0.00%Q1 2026 17

TRUIST FINANCIAL CORP

CIK 0000092230

$2M28K0.00%Q1 2026 18

Private Advisor Group, LLC

CIK 0001567755

$2M26K0.01%Q1 2026 19

Fifth Third Wealth Advisors LLC

CIK 0001899030

$2M20K0.04%Q2 2026 20

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$1M20K0.00%Q1 2026

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