AI Holders Summary · Q2 2026

47 institutions reported CGO in Q2 2026. MORGAN STANLEY leads at 21.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$6M465K0.00%Q2 2026 02

LPL Financial LLC

CIK 0001403438

$3M212K0.00%Q2 2026 03

Shaker Financial Services, LLC

CIK 0001511794

$2M177K0.76%Q2 2026 04

PRINCIPAL SECURITIES, INC.

CIK 0000012600

$2M177K0.03%Q2 2026 05

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$2M166K0.00%Q2 2026 06

Integrated Wealth Concepts LLC

CIK 0001737109

$2M159K0.01%Q2 2026 07

Prairie Wealth Advisors, Inc.

CIK 0002022783

$1M00.31%Q2 2026 08

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$1M93K0.01%Q2 2026 09

Advisors Asset Management, Inc.

CIK 0001297376

$1M107K0.02%Q1 2026 10

UBS Group AG

CIK 0001610520

$992K73K0.00%Q2 2026 11

WOLVERINE ASSET MANAGEMENT LLC

CIK 0001279891

$834K61K0.01%Q2 2026 12

COHEN & STEERS, INC.

CIK 0001284812

$719K64K0.00%Q1 2026 13

Brookstone Capital Management

CIK 0001599584

$717K52K0.01%Q2 2026 14

Advisory Solutions Group, LLC

CIK 0002147643

$716K52K0.24%Q2 2026 15

HARBOUR INVESTMENTS, INC.

CIK 0000810121

$656K48K0.01%Q2 2026 16

PMG Family Office LLC

CIK 0002102299

$639K47K0.59%Q2 2026 17

Invesco Ltd.

CIK 0000914208

$598K44K0.00%Q2 2026 18

BANK OF AMERICA CORP /DE/

CIK 0000070858

$598K44K0.00%Q2 2026 19

ROYAL BANK OF CANADA

CIK 0001000275

$321K24K0.00%Q2 2026 20

OSAIC HOLDINGS, INC.

CIK 0001677044

$320K23K0.00%Q2 2026

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