AI Holders Summary · Q1 2026

89 institutions reported EFT in Q1 2026. MORGAN STANLEY leads at 13.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$11M988K0.00%Q1 2026 02

BANK OF AMERICA CORP /DE/

CIK 0000070858

$9M840K0.00%Q1 2026 03

1607 Capital Partners, LLC

CIK 0001436866

$9M823K0.64%Q1 2026 04

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$8M724K0.00%Q1 2026 05

Advisors Asset Management, Inc.

CIK 0001297376

$6M548K0.10%Q1 2026 06

Invesco Ltd.

CIK 0000914208

$5M509K0.00%Q1 2026 07

LOOMIS SAYLES & CO L P

CIK 0000312348

$5M458K0.01%Q1 2026 08

GUGGENHEIM CAPITAL LLC

CIK 0001283072

$5M435K0.04%Q1 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

$3M233K1.19%Q1 2026 12

WOLVERINE ASSET MANAGEMENT LLC

CIK 0001279891

$2M214K0.02%Q1 2026 13

Ethos Financial Group, LLC

CIK 0001954242

$2M198K0.16%Q1 2026 14

WELLS FARGO & COMPANY/MN

CIK 0000072971

$2M174K0.00%Q1 2026 15

ICON ADVISERS INC/CO

CIK 0001058470

$2M170K0.42%Q1 2026 16

BALYASNY ASSET MANAGEMENT L.P.

CIK 0001218710

$2M159K0.00%Q1 2026 17

COHEN & STEERS, INC.

CIK 0001284812

$2M147K0.00%Q1 2026 18

Keating Financial Advisory Services, Inc.

CIK 0002103443

$1M137K0.24%Q1 2026 19

OSAIC HOLDINGS, INC.

CIK 0001677044

$1M132K0.00%Q1 2026 20

Baird Financial Group, Inc.

CIK 0001648711

$1M132K0.00%Q1 2026

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