AI Holders Summary · Q1 2026

126 institutions reported EMO in Q1 2026. MORGAN STANLEY leads at 28.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$70M1.3M0.00%Q1 2026 02

Z3 Capital Partners, LLC

CIK 0002127787

$33M632K8.46%Q1 2026 03

SIT INVESTMENT ASSOCIATES INC

CIK 0000769317

$28M534K0.57%Q1 2026 04

EP Wealth Advisors, LLC

CIK 0001540569

$16M304K0.08%Q1 2026 05

ROYAL BANK OF CANADA

CIK 0001000275

$14M270K0.00%Q1 2026 06

Advisors Asset Management, Inc.

CIK 0001297376

$13M245K0.22%Q1 2026 07

WELLS FARGO & COMPANY/MN

CIK 0000072971

$12M226K0.00%Q1 2026 08

BANK OF AMERICA CORP /DE/

CIK 0000070858

$11M213K0.00%Q1 2026 09

Penserra Capital Management LLC

CIK 0001593324

$9M178K0.11%Q1 2026 10

STIFEL FINANCIAL CORP

CIK 0000720672

$7M126K0.01%Q1 2026 11

Steward Partners Investment Advisory, LLC

CIK 0001723397

$6M111K0.03%Q1 2026 12

UBS Group AG

CIK 0001610520

$5M89K0.00%Q1 2026 13

AMERIPRISE FINANCIAL INC

CIK 0000820027

$4M82K0.00%Q1 2026 14

Edgemoor Investment Advisors, Inc.

CIK 0001313792

$4M78K0.32%Q1 2026 15

OSAIC HOLDINGS, INC.

CIK 0001677044

$3M64K0.01%Q1 2026 16

Thomas J. Herzfeld Advisors, Inc.

CIK 0001509510

$3M59K1.06%Q1 2026 17

Oxbow Advisors, LLC

CIK 0001564770

$3M58K0.26%Q1 2026 18

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$3M56K0.00%Q1 2026 19

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

CIK 0001352860

$3M48K0.36%Q1 2026 20

TERRIL BROTHERS, INC.

CIK 0000314169

$2M46K0.67%Q1 2026

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