AI Holders Summary · Q1 2026

350 institutions reported DNP in Q1 2026. MORGAN STANLEY leads at 14.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$39M3.8M0.00%Q1 2026 02

ROYAL BANK OF CANADA

CIK 0001000275

$33M3.2M0.01%Q1 2026 03

LPL Financial LLC

CIK 0001403438

$33M3.2M0.01%Q1 2026 04

Baird Financial Group, Inc.

CIK 0001648711

$21M2.1M0.03%Q1 2026 05

Cetera Investment Advisers

CIK 0001666741

$16M1.5M0.02%Q1 2026 06

COMMONWEALTH EQUITY SERVICES, LLC

CIK 0000312272

$16M1.5M0.02%Q1 2026 07

WELLS FARGO & COMPANY/MN

CIK 0000072971

$15M1.4M0.00%Q1 2026 08

Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors

CIK 0001748861

$12M1.1M1.34%Q2 2026 09

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$12M1.1M0.00%Q1 2026 10

BANK OF AMERICA CORP /DE/

CIK 0000070858

$11M1.0M0.00%Q1 2026 11

J.W. COLE ADVISORS, INC.

CIK 0001404763

$10M930K0.17%Q2 2026 12

OSAIC HOLDINGS, INC.

CIK 0001677044

$10M969K0.01%Q1 2026 13

COHEN & STEERS, INC.

CIK 0001284812

$9M892K0.02%Q1 2026 14

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$9M831K0.02%Q1 2026 15

Kentucky Trust Co

CIK 0002054100

$7M684K3.55%Q2 2026 16

Apollon Wealth Management, LLC

CIK 0001764387

$6M586K0.08%Q2 2026 17

N.E.W. Advisory Services LLC

CIK 0001803456

$6M544K0.42%Q1 2026 18

UBS Group AG

CIK 0001610520

$5M500K0.00%Q1 2026 19

FOUNDATIONS INVESTMENT ADVISORS, LLC

CIK 0001743404

$5M454K0.06%Q1 2026 20

Smith Asset Management Co., LLC

CIK 0002068217

$4M396K3.36%Q2 2026

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