AI Holders Summary · Q2 2026

112 institutions reported DSU in Q2 2026. MORGAN STANLEY leads at 33.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$43M4.4M0.00%Q2 2026 02

Penserra Capital Management LLC

CIK 0001593324

$16M1.7M0.19%Q1 2026 03

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$13M1.4M0.08%Q2 2026 04

LPL Financial LLC

CIK 0001403438

$7M696K0.00%Q2 2026 05

OAK HILL ADVISORS LP

CIK 0001164688

$6M579K0.80%Q2 2026 06

Invesco Ltd.

CIK 0000914208

$5M555K0.00%Q2 2026 07

BANK OF AMERICA CORP /DE/

CIK 0000070858

$5M553K0.00%Q2 2026 08

Elevated Capital Advisors, LLC

CIK 0001802387

$4M463K1.23%Q2 2026 09

GREENUP STREET WEALTH MANAGEMENT LLC

CIK 0001909904

$4M396K0.47%Q2 2026 10

AMERIPRISE FINANCIAL INC

CIK 0000820027

$4M391K0.00%Q2 2026 11

Advisors Asset Management, Inc.

CIK 0001297376

$3M361K0.06%Q1 2026 12

Strategic Wealth Partners, Ltd.

CIK 0001720777

$3M329K0.20%Q2 2026 13

GraniteShares Advisors LLC

CIK 0001839545

$3M272K1.70%Q2 2026 14

Bison Wealth, LLC

CIK 0001845251

$2M276K0.20%Q3 2026 15

WELLS FARGO & COMPANY/MN

CIK 0000072971

$2M226K0.00%Q2 2026 16

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$2M222K0.00%Q2 2026 17

Smith Asset Management Co., LLC

CIK 0002068217

$2M196K1.44%Q3 2026 18

PMG Family Office LLC

CIK 0002102299

$2M175K1.46%Q3 2026 19

ROYAL BANK OF CANADA

CIK 0001000275

$1M132K0.00%Q2 2026 20

UBS Group AG

CIK 0001610520

$1M118K0.00%Q2 2026

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