AI Holders Summary · Q2 2026

47 institutions reported DMO in Q2 2026. ROYAL BANK OF CANADA leads at 17.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

ROYAL BANK OF CANADA

CIK 0001000275

$4M398K0.00%Q2 2026 02

LPL Financial LLC

CIK 0001403438

$3M280K0.00%Q2 2026 03

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$2M185K0.01%Q2 2026 04

Baird Financial Group, Inc.

CIK 0001648711

$2M182K0.00%Q2 2026 05

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$2M168K0.00%Q2 2026 06

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$2M161K0.00%Q2 2026 07

MORGAN STANLEY

CIK 0000895421

$2M155K0.00%Q2 2026 08

Venture Visionary Partners LLC

CIK 0001792283

$1M125K0.04%Q2 2026 09

SIT INVESTMENT ASSOCIATES INC

CIK 0000769317

$971K90K0.02%Q1 2026 10

PARK AVENUE SECURITIES LLC

CIK 0001071640

$888K83K0.01%Q1 2026 11

RIVERBRIDGE PARTNERS LLC

CIK 0001112325

$690K64K0.02%Q2 2026 12

Thomas J. Herzfeld Advisors, Inc.

CIK 0001509510

$671K63K0.21%Q2 2026 13

ROBINSON CAPITAL MANAGEMENT, LLC

CIK 0001599795

$575K54K0.25%Q2 2026 14

NewEdge Advisors, LLC

CIK 0001633516

$466K44K0.00%Q2 2026 15

Aviance Capital Partners, LLC

CIK 0001542383

$452K42K0.05%Q2 2026 16

COHEN & STEERS, INC.

CIK 0001284812

$430K40K0.00%Q1 2026 17

Noble Wealth Management PBC

CIK 0002055065

$427K40K0.19%Q2 2026 18

OSAIC HOLDINGS, INC.

CIK 0001677044

$399K37K0.00%Q2 2026 19

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$390K36K0.00%Q1 2026 20

Logan Stone Capital, LLC

CIK 0001535521

$369K33K0.09%Q4 2025

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