AI Holders Summary · Q1 2026

112 institutions reported CII in Q1 2026. RAYMOND JAMES FINANCIAL INC leads at 14.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$23M1.1M0.01%Q1 2026 02

MORGAN STANLEY

CIK 0000895421

$16M776K0.00%Q1 2026 03

WELLS FARGO & COMPANY/MN

CIK 0000072971

$15M728K0.00%Q1 2026 04

LPL Financial LLC

CIK 0001403438

$12M574K0.00%Q1 2026 05

OSAIC HOLDINGS, INC.

CIK 0001677044

$11M516K0.02%Q1 2026 06

BANK OF AMERICA CORP /DE/

CIK 0000070858

$10M493K0.00%Q1 2026 07

Advisors Asset Management, Inc.

CIK 0001297376

$10M467K0.16%Q1 2026 08

UBS Group AG

CIK 0001610520

$10M459K0.00%Q1 2026 09

Invesco Ltd.

CIK 0000914208

$8M385K0.00%Q1 2026 10

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$8M377K0.06%Q1 2026 11

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$7M356K0.00%Q1 2026 12

PRINCIPAL SECURITIES, INC.

CIK 0000012600

$6M268K0.08%Q1 2026 13

ROYAL BANK OF CANADA

CIK 0001000275

$5M257K0.00%Q1 2026 14

NFP Retirement, Inc.

CIK 0002040084

$4M211K0.27%Q1 2026 15

&PARTNERS

CIK 0000107136

$3M137K0.01%Q1 2026 16

TRUIST FINANCIAL CORP

CIK 0000092230

$3M127K0.00%Q1 2026 17

GraniteShares Advisors LLC

CIK 0001839545

$2M105K1.59%Q1 2026 18

Capital Investment Advisory Services, LLC

CIK 0001659203

$2M101K0.15%Q1 2026 19

Focus Partners Wealth

CIK 0001542153

$2M89K0.00%Q4 2025 20

COHEN & STEERS, INC.

CIK 0001284812

$2M85K0.00%Q1 2026

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