AI Holders Summary · Q2 2026

239 institutions reported CSQ in Q2 2026. BANK OF AMERICA CORP /DE/ leads at 15.8% 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

$100M4.9M0.01%Q2 2026 02

MORGAN STANLEY

CIK 0000895421

$88M4.3M0.00%Q2 2026 03

UBS Group AG

CIK 0001610520

$81M3.9M0.01%Q2 2026 04

WELLS FARGO & COMPANY/MN

CIK 0000072971

$63M3.0M0.01%Q2 2026 05

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$48M2.4M0.01%Q2 2026 06

ROYAL BANK OF CANADA

CIK 0001000275

$44M2.2M0.01%Q2 2026 07

Karpus Management, Inc.

CIK 0001048703

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

LPL Financial LLC

CIK 0001403438

$26M1.2M0.01%Q2 2026 09

Bensler, LLC

CIK 0001965941

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

McGowan Group Asset Management, Inc.

CIK 0001633227

$16M787K1.97%Q2 2026 11

Cetera Investment Advisers

CIK 0001666741

$16M772K0.01%Q2 2026 12

Rockefeller Capital Management L.P.

CIK 0001739439

$15M748K0.02%Q2 2026 13

1607 Capital Partners, LLC

CIK 0001436866

$13M635K1.14%Q2 2026 14

Advisors Asset Management, Inc.

CIK 0001297376

$11M649K0.18%Q1 2026 15

Stratos Wealth Partners, LTD.

CIK 0001612865

$11M528K0.11%Q2 2026 16

&PARTNERS

CIK 0000107136

$10M502K0.04%Q2 2026 17

READYSTATE ASSET MANAGEMENT LP

CIK 0001900923

$9M494K0.38%Q4 2025 18

STIFEL FINANCIAL CORP

CIK 0000720672

$8M413K0.01%Q2 2026 19

OSAIC HOLDINGS, INC.

CIK 0001677044

$8M369K0.01%Q2 2026 20

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$7M338K0.04%Q2 2026

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