AI Holders Summary · Q1 2026

52 institutions reported EDF in Q1 2026. MORGAN STANLEY leads at 29.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$5M1.0M0.00%Q1 2026 02

ABSOLUTE INVESTMENT ADVISERS, LLC

CIK 0001316187

$1M247K0.14%Q1 2026 03

LPL Financial LLC

CIK 0001403438

$1M237K0.00%Q1 2026 04

WEDBUSH SECURITIES INC

CIK 0001142495

$977K204K0.03%Q1 2026 05

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$951K199K0.00%Q1 2026 06

Baird Financial Group, Inc.

CIK 0001648711

$948K198K0.00%Q1 2026 07

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$930K194K0.00%Q1 2026 08

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$788K165K0.01%Q1 2026 09

ECLECTIC ASSOCIATES INC /ADV

CIK 0000743482

$709K127K0.08%Q2 2026 10

Kestra Advisory Services, LLC

CIK 0001830819

$659K138K0.00%Q1 2026 11

Dynamic Advisor Solutions LLC

CIK 0001599747

$519K93K0.01%Q2 2026 12

JOURNEY STRATEGIC WEALTH LLC

CIK 0001909316

$483K101K0.01%Q1 2026 13

Quarry LP

CIK 0001965207

$472K99K0.08%Q1 2026 14

NewEdge Advisors, LLC

CIK 0001633516

$463K97K0.00%Q1 2026 15

Moors & Cabot, Inc.

CIK 0001607239

$452K95K0.02%Q1 2026 16

CoreCap Advisors, LLC

CIK 0001902501

$450K81K0.01%Q2 2026 17

Private Advisor Group, LLC

CIK 0001567755

$190K40K0.00%Q1 2026 18

Arlington Capital Management, Inc.

CIK 0001606507

$156K33K0.09%Q1 2026 19

WELLS FARGO & COMPANY/MN

CIK 0000072971

$152K32K0.00%Q1 2026 20

KESTRA PRIVATE WEALTH SERVICES, LLC

CIK 0001649451

$135K28K0.00%Q1 2026

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