AI Holders Summary · Q2 2026

153 institutions reported CHI in Q2 2026. BANK OF AMERICA CORP /DE/ leads at 19.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

BANK OF AMERICA CORP /DE/

CIK 0000070858

$39M2.9M0.00%Q2 2026 02

UBS Group AG

CIK 0001610520

$35M2.6M0.00%Q2 2026 03

MORGAN STANLEY

CIK 0000895421

$21M1.6M0.00%Q2 2026 04

WELLS FARGO & COMPANY/MN

CIK 0000072971

$18M1.4M0.00%Q2 2026 05

D.A. DAVIDSON & CO.

CIK 0001080107

$15M1.1M0.08%Q2 2026 06

LPL Financial LLC

CIK 0001403438

$9M701K0.00%Q2 2026 07

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$9M643K0.05%Q2 2026 08

AMERIPRISE FINANCIAL INC

CIK 0000820027

$9M640K0.00%Q2 2026 09

Baird Financial Group, Inc.

CIK 0001648711

$8M614K0.01%Q2 2026 10

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$8M564K0.01%Q2 2026 11

Marathon Strategic Advisors, LLC

CIK 0002021711

$4M294K2.23%Q2 2026 12

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$4M289K0.00%Q2 2026 13

HARBOUR INVESTMENTS, INC.

CIK 0000810121

$4M274K0.05%Q2 2026 14

Advisors Asset Management, Inc.

CIK 0001297376

$4M331K0.06%Q1 2026 15

OSAIC HOLDINGS, INC.

CIK 0001677044

$3M259K0.00%Q2 2026 16

AVANTAX ADVISORY SERVICES, INC.

CIK 0001303042

$3M321K0.02%Q2 2025 17

Creekside Partners

CIK 0002035951

$3M238K1.16%Q2 2026 18

OPPENHEIMER & CO INC

CIK 0000822581

$3M237K0.03%Q2 2026 19

ROYAL BANK OF CANADA

CIK 0001000275

$3M222K0.00%Q2 2026 20

Samalin Investment Counsel, LLC

CIK 0001544366

$3M206K0.87%Q2 2026

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