AI Holders Summary · Q1 2026

102 institutions reported DSU in Q1 2026. MORGAN STANLEY leads at 33.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$43M4.5M0.00%Q1 2026 02

Penserra Capital Management LLC

CIK 0001593324

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

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$14M1.5M0.11%Q1 2026 04

LPL Financial LLC

CIK 0001403438

$7M706K0.00%Q1 2026 05

OAK HILL ADVISORS LP

CIK 0001164688

$6M579K0.63%Q1 2026 06

Invesco Ltd.

CIK 0000914208

$5M562K0.00%Q1 2026 07

BANK OF AMERICA CORP /DE/

CIK 0000070858

$5M507K0.00%Q1 2026 08

Elevated Capital Advisors, LLC

CIK 0001802387

$4M455K1.10%Q1 2026 09

AMERIPRISE FINANCIAL INC

CIK 0000820027

$4M407K0.00%Q1 2026 10

Advisors Asset Management, Inc.

CIK 0001297376

$3M361K0.06%Q1 2026 11

Strategic Wealth Partners, Ltd.

CIK 0001720777

$3M329K0.22%Q1 2026 12

GREENUP STREET WEALTH MANAGEMENT LLC

CIK 0001909904

$3M293K0.40%Q1 2026 13

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$2M239K0.00%Q1 2026 14

GraniteShares Advisors LLC

CIK 0001839545

$2M237K1.63%Q1 2026 15

WELLS FARGO & COMPANY/MN

CIK 0000072971

$2M232K0.00%Q1 2026 16

Smith Asset Management Co., LLC

CIK 0002068217

$2M194K1.48%Q2 2026 17

Bison Wealth, LLC

CIK 0001845251

$2M187K0.17%Q2 2026 18

PMG Family Office LLC

CIK 0002102299

$2M168K1.50%Q2 2026 19

ROYAL BANK OF CANADA

CIK 0001000275

$1M126K0.00%Q1 2026 20

UBS Group AG

CIK 0001610520

$1M118K0.00%Q1 2026

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