AI Holders Summary · Q2 2026

128 institutions reported EMO in Q2 2026. MORGAN STANLEY leads at 27.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$66M1.3M0.00%Q2 2026 02

Z3 Capital Partners, LLC

CIK 0002127787

$32M630K6.62%Q2 2026 03

SIT INVESTMENT ASSOCIATES INC

CIK 0000769317

$28M534K0.57%Q1 2026 04

EP Wealth Advisors, LLC

CIK 0001540569

$15M297K0.06%Q2 2026 05

ROYAL BANK OF CANADA

CIK 0001000275

$14M276K0.00%Q2 2026 06

Advisors Asset Management, Inc.

CIK 0001297376

$13M245K0.22%Q1 2026 07

WELLS FARGO & COMPANY/MN

CIK 0000072971

$12M240K0.00%Q2 2026 08

BANK OF AMERICA CORP /DE/

CIK 0000070858

$10M195K0.00%Q2 2026 09

Penserra Capital Management LLC

CIK 0001593324

$9M178K0.11%Q1 2026 10

Saba Capital Management, L.P.

CIK 0001510281

$6M126K0.16%Q2 2026 11

STIFEL FINANCIAL CORP

CIK 0000720672

$6M123K0.01%Q2 2026 12

Steward Partners Investment Advisory, LLC

CIK 0001723397

$6M111K0.03%Q2 2026 13

OSAIC HOLDINGS, INC.

CIK 0001677044

$4M86K0.01%Q2 2026 14

AMERIPRISE FINANCIAL INC

CIK 0000820027

$4M85K0.00%Q2 2026 15

UBS Group AG

CIK 0001610520

$4M83K0.00%Q2 2026 16

Edgemoor Investment Advisors, Inc.

CIK 0001313792

$4M77K0.26%Q2 2026 17

Thomas J. Herzfeld Advisors, Inc.

CIK 0001509510

$4M73K1.12%Q2 2026 18

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$3M68K0.00%Q2 2026 19

Oxbow Advisors, LLC

CIK 0001564770

$3M58K0.24%Q2 2026 20

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

CIK 0001352860

$2M49K0.30%Q2 2026

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