AI Holders Summary · Q2 2026

90 institutions reported DFP in Q2 2026. RAYMOND JAMES FINANCIAL INC leads at 28.7% 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

$27M1.3M0.01%Q2 2026 02

SIT INVESTMENT ASSOCIATES INC

CIK 0000769317

$12M582K0.24%Q1 2026 03

COHEN & STEERS, INC.

CIK 0001284812

$10M476K0.02%Q1 2026 04

Invesco Ltd.

CIK 0000914208

$6M309K0.00%Q2 2026 05

Hennion & Walsh Asset Management, Inc.

CIK 0001861642

$5M219K0.13%Q2 2026 06

WELLS FARGO & COMPANY/MN

CIK 0000072971

$4M212K0.00%Q2 2026 07

LPL Financial LLC

CIK 0001403438

$4M194K0.00%Q2 2026 08

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$3M163K0.02%Q2 2026 09

MORGAN STANLEY

CIK 0000895421

$3M136K0.00%Q2 2026 10

Focus Partners Wealth

CIK 0001542153

$3M132K0.00%Q2 2026 11

AMERIPRISE FINANCIAL INC

CIK 0000820027

$2M105K0.00%Q2 2026 12

1607 Capital Partners, LLC

CIK 0001436866

$2M108K0.16%Q1 2026 13

Fiera Capital Corp

CIK 0001505817

$2M100K0.01%Q2 2026 14

Smith Asset Management Co., LLC

CIK 0002068217

$2M94K1.52%Q2 2026 15

Whipplewood Advisors, LLC

CIK 0002052510

$2M93K1.30%Q2 2026 16

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$2M91K0.00%Q1 2026 17

OSAIC HOLDINGS, INC.

CIK 0001677044

$2M81K0.00%Q2 2026 18

Revisor Wealth Management LLC

CIK 0001887409

$1M53K0.26%Q2 2026 19

1776 Wealth LLC

CIK 0001803140

$1M52K0.38%Q2 2026 20

Closed-End Fund Advisors, Inc.

CIK 0002103520

$1M51K1.02%Q2 2026

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