AI Holders Summary · Q1 2026

121 institutions reported ECC in Q1 2026. STONE POINT CAPITAL LLC leads at 30.4% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

STONE POINT CAPITAL LLC

CIK 0001332638

$22M5.8M100.00%Q1 2026 02

MORGAN STANLEY

CIK 0000895421

$20M5.4M0.00%Q1 2026 03

ARES MANAGEMENT LLC

CIK 0001259313

$4M1.1M0.27%Q1 2026 04

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

CIK 0001818604

$4M956K0.22%Q2 2026 05

Freestone Capital Holdings, LLC

CIK 0001470876

$3M916K0.10%Q1 2026 06

Blackstone Inc.

CIK 0001393818

$3M750K0.01%Q1 2026 07

PFG Investments, LLC

CIK 0001973224

$2M655K0.09%Q2 2026 08

Legacy Wealth Managment, LLC/ID

CIK 0002045082

$2M576K1.08%Q1 2026 09

Virtus Investment Advisers, LLC

CIK 0000019481

$2M468K0.49%Q1 2026 10

J.W. COLE ADVISORS, INC.

CIK 0001404763

$1M320K0.02%Q2 2026 11

&PARTNERS

CIK 0000107136

$1M287K0.01%Q1 2026 12

BI Asset Management Fondsmaeglerselskab A/S

CIK 0001778131

$961K256K0.01%Q1 2026 13

Rockefeller Capital Management L.P.

CIK 0001739439

$917K244K0.00%Q1 2026 14

XTX Topco Ltd

CIK 0001828301

$901K240K0.02%Q1 2026 15

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$873K232K0.00%Q1 2026 16

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$750K200K0.00%Q1 2026 17

Keudell/Morrison Wealth Management

CIK 0001785498

$716K193K0.14%Q2 2026 18

Kestra Advisory Services, LLC

CIK 0001830819

$675K180K0.00%Q1 2026 19

OSAIC HOLDINGS, INC.

CIK 0001677044

$674K179K0.00%Q1 2026 20

WEDBUSH SECURITIES INC

CIK 0001142495

$668K178K0.02%Q1 2026

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