AI Holders Summary · Q1 2026

102 institutions reported DLY in Q1 2026. WELLS FARGO & COMPANY/MN leads at 20.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

WELLS FARGO & COMPANY/MN

CIK 0000072971

$34M2.4M0.01%Q1 2026 02

MORGAN STANLEY

CIK 0000895421

$34M2.4M0.00%Q1 2026 03

SIT INVESTMENT ASSOCIATES INC

CIK 0000769317

$14M1.0M0.29%Q1 2026 04

UBS Group AG

CIK 0001610520

$14M1.0M0.00%Q1 2026 05

ROYAL BANK OF CANADA

CIK 0001000275

$10M709K0.00%Q1 2026 06

Penserra Capital Management LLC

CIK 0001593324

$8M550K0.09%Q1 2026 07

HighTower Advisors, LLC

CIK 0001462245

$7M496K0.01%Q1 2026 08

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$6M458K0.00%Q1 2026 09

Logan Stone Capital, LLC

CIK 0001535521

$5M342K1.23%Q4 2025 10

1607 Capital Partners, LLC

CIK 0001436866

$4M322K0.32%Q1 2026 11

LPL Financial LLC

CIK 0001403438

$4M294K0.00%Q1 2026 12

BANK OF AMERICA CORP /DE/

CIK 0000070858

$4M289K0.00%Q1 2026 13

Rareview Capital LLC

CIK 0002044533

$4M228K1.99%Q2 2026 14

INDEPENDENT FINANCIAL GROUP, LLC

CIK 0000275484

$3M226K0.06%Q2 2026 15

READYSTATE ASSET MANAGEMENT LP

CIK 0001900923

$3M196K0.12%Q4 2025 16

Journey Advisory Group, LLC

CIK 0001840085

$3M199K0.24%Q1 2026 17

Pettinga Financial Advisors LLC

CIK 0001694592

$2M177K0.40%Q2 2026 18

COHEN & STEERS, INC.

CIK 0001284812

$2M175K0.00%Q1 2026 19

Shaker Financial Services, LLC

CIK 0001511794

$2M158K0.70%Q2 2026 20

Pathstone Holdings, LLC

CIK 0002011612

$2M155K0.01%Q1 2026

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