AI Holders Summary · Q1 2026

232 institutions reported CSQ in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 15.6% 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

$83M4.9M0.01%Q1 2026 02

MORGAN STANLEY

CIK 0000895421

$75M4.4M0.00%Q1 2026 03

UBS Group AG

CIK 0001610520

$67M3.9M0.01%Q1 2026 04

WELLS FARGO & COMPANY/MN

CIK 0000072971

$52M3.1M0.01%Q1 2026 05

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$36M2.1M0.01%Q1 2026 06

ROYAL BANK OF CANADA

CIK 0001000275

$36M2.1M0.01%Q1 2026 07

Karpus Management, Inc.

CIK 0001048703

$33M1.9M1.04%Q1 2026 08

Bensler, LLC

CIK 0001965941

$24M1.2M2.10%Q2 2026 09

LPL Financial LLC

CIK 0001403438

$21M1.2M0.01%Q1 2026 10

McGowan Group Asset Management, Inc.

CIK 0001633227

$14M795K1.73%Q1 2026 11

Cetera Investment Advisers

CIK 0001666741

$13M783K0.01%Q1 2026 12

Rockefeller Capital Management L.P.

CIK 0001739439

$12M710K0.02%Q1 2026 13

Advisors Asset Management, Inc.

CIK 0001297376

$11M649K0.18%Q1 2026 14

&PARTNERS

CIK 0000107136

$10M555K0.05%Q1 2026 15

READYSTATE ASSET MANAGEMENT LP

CIK 0001900923

$9M494K0.38%Q4 2025 16

Stratos Wealth Partners, LTD.

CIK 0001612865

$9M526K0.10%Q1 2026 17

1607 Capital Partners, LLC

CIK 0001436866

$7M433K0.53%Q1 2026 18

STIFEL FINANCIAL CORP

CIK 0000720672

$7M389K0.01%Q1 2026 19

OSAIC HOLDINGS, INC.

CIK 0001677044

$6M330K0.01%Q1 2026 20

Apollon Wealth Management, LLC

CIK 0001764387

$6M275K0.07%Q2 2026

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