AI Holders Summary · Q2 2026

89 institutions reported EFT in Q2 2026. RAYMOND JAMES FINANCIAL INC leads at 13.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$12M1.1M0.00%Q2 2026 02

MORGAN STANLEY

CIK 0000895421

$12M1.1M0.00%Q2 2026 03

BANK OF AMERICA CORP /DE/

CIK 0000070858

$10M911K0.00%Q2 2026 04

1607 Capital Partners, LLC

CIK 0001436866

$9M823K0.64%Q1 2026 05

LOOMIS SAYLES & CO L P

CIK 0000312348

$6M596K0.01%Q2 2026 06

Advisors Asset Management, Inc.

CIK 0001297376

$6M548K0.10%Q1 2026 07

Invesco Ltd.

CIK 0000914208

$6M520K0.00%Q2 2026 08

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$4M404K0.03%Q2 2026 09

Hennion & Walsh Asset Management, Inc.

CIK 0001861642

$3M301K0.09%Q2 2026 10

Logan Stone Capital, LLC

CIK 0001535521

$3M270K0.75%Q4 2025 11

Thayer Partners, LLC / MA

CIK 0002010185

$3M271K1.21%Q2 2026 12

WELLS FARGO & COMPANY/MN

CIK 0000072971

$2M218K0.00%Q2 2026 13

WOLVERINE ASSET MANAGEMENT LLC

CIK 0001279891

$2M218K0.02%Q2 2026 14

Baird Financial Group, Inc.

CIK 0001648711

$2M210K0.00%Q2 2026 15

Ethos Financial Group, LLC

CIK 0001954242

$2M194K0.14%Q2 2026 16

ICON ADVISERS INC/CO

CIK 0001058470

$2M180K0.37%Q2 2026 17

COHEN & STEERS, INC.

CIK 0001284812

$2M147K0.00%Q1 2026 18

LPL Financial LLC

CIK 0001403438

$1M138K0.00%Q2 2026 19

OSAIC HOLDINGS, INC.

CIK 0001677044

$1M132K0.00%Q2 2026 20

READYSTATE ASSET MANAGEMENT LP

CIK 0001900923

$1M117K0.05%Q4 2025

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