AI Holders Summary · Q2 2026

1,381 institutions reported ET in Q2 2026. ALPS ADVISORS INC leads at 12.2% of the visible book.

Top holders

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

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

ALPS ADVISORS INC

CIK 0001376113

$1.7B86.9M7.79%Q2 2026 02

MORGAN STANLEY

CIK 0000895421

$1.6B85.6M0.09%Q2 2026 03

JPMORGAN CHASE & CO

CIK 0000019617

$1.5B81.1M0.09%Q2 2026 04

GOLDMAN SACHS GROUP INC

CIK 0000886982

$1.2B62.8M0.10%Q2 2026 05

Invesco Ltd.

CIK 0000914208

$1.1B54.9M0.08%Q2 2026 06

TORTOISE CAPITAL ADVISORS, L.L.C.

CIK 0001280965

$727M38.0M7.39%Q2 2026 07

Blackstone Inc.

CIK 0001393818

$684M35.8M2.08%Q2 2026 08

UBS Group AG

CIK 0001610520

$584M30.5M0.07%Q2 2026 09

BANK OF AMERICA CORP /DE/

CIK 0000070858

$538M28.1M0.03%Q2 2026 10

Energy Income Partners, LLC

CIK 0001388814

$491M25.7M7.71%Q2 2026 11

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

CIK 0001705339

$467M24.4M0.56%Q2 2026 12

KAYNE ANDERSON CAPITAL ADVISORS LP

CIK 0000949615

$462M24.2M9.06%Q2 2026 13

FMR LLC

CIK 0000315066

$420M22.0M0.02%Q2 2026 14

NATIXIS

CIK 0001274981

$409M21.4M1.65%Q2 2026 15

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$326M17.1M0.03%Q2 2026 16

WESTWOOD HOLDINGS GROUP INC

CIK 0001165002

$322M16.8M2.42%Q2 2026 17

Neuberger Berman Group LLC

CIK 0001465109

$319M16.7M0.21%Q2 2026 18

CHICKASAW CAPITAL MANAGEMENT LLC

CIK 0001276460

$299M15.5M10.57%Q1 2026 19

CIBC Bancorp USA Inc.

CIK 0001711924

$259M13.5M0.31%Q2 2026 20

COOPERMAN LEON G

CIK 0000898382

$255M13.3M7.18%Q2 2026

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