AI Holders Summary · Q1 2026

27 institutions reported ERH in Q1 2026. MORGAN STANLEY leads at 36.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

MORGAN STANLEY

CIK 0000895421

$6M498K0.00%Q1 2026 02

1607 Capital Partners, LLC

CIK 0001436866

$4M318K0.28%Q1 2026 03

COHEN & STEERS, INC.

CIK 0001284812

$2M133K0.00%Q1 2026 04

Zimmer Partners, LP

CIK 0001565854

$2M129K0.04%Q4 2025 05

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

CIK 0001352860

$1M90K0.16%Q1 2026 06

LPL Financial LLC

CIK 0001403438

$335K28K0.00%Q1 2026 07

LEVEL FOUR ADVISORY SERVICES, LLC

CIK 0001696715

$307K25K0.01%Q1 2026 08

Cetera Investment Advisers

CIK 0001666741

$292K24K0.00%Q1 2026 09

AVANTAX ADVISORY SERVICES, INC.

CIK 0001303042

$248K22K0.00%Q2 2025 10

WOLVERINE ASSET MANAGEMENT LLC

CIK 0001279891

$201K17K0.00%Q1 2026 11

Cambridge Investment Research Advisors, Inc.

CIK 0001419186

$172K14K0.00%Q1 2026 12

Stratos Wealth Partners, LTD.

CIK 0001612865

$163K13K0.00%Q1 2026 13

Integrated Wealth Concepts LLC

CIK 0001737109

$137K11K0.00%Q1 2026 14

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$136K11K0.00%Q1 2026 15

DECISION INVESTMENTS, INC

CIK 0002111652

$134K11K0.15%Q1 2026 16

UBS Group AG

CIK 0001610520

$131K11K0.00%Q1 2026 17

Golden State Equity Partners

CIK 0001845003

$118K10K0.01%Q1 2026 18

OSAIC HOLDINGS, INC.

CIK 0001677044

$100K8K0.00%Q1 2026 19

CITY HOLDING CO

CIK 0000726854

$50K4K0.01%Q1 2026 20

Rockefeller Capital Management L.P.

CIK 0001739439

$49K4K0.00%Q1 2026

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